J.P. Morgan Exchange-Traded Fund Trust - JGRO
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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.
Details.
Rows: 0
| 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 | Added to | 12,942,682 | 1,201,080 | 0.08% | 0.06% | 1 | +2,472,865 | 23.62% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Added to | 6,922,629 | 642,419 | 0.18% | 0.16% | 2 | +884,710 | 14.65% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 4,640,180 | 430,556 | 0.1% | 0.09% | 3 | +417,367 | 9.88% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 3,917,245 | 363,520 | 0.69% | 0.71% | 4 | +186,762 | 5.01% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,483,557 | 230,474 | 0.14% | 0.13% | 5 | +360,645 | 16.99% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,306,569 | 214,049 | 0.07% | 0.06% | 6 | +387,862 | 20.21% | Q4 2025 | Feb 18, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,957,491 | 181,655 | 0.01% | 0.01% | 7 | +89,228 | 4.78% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,590,617 | 147,609 | 0.34% | 0.33% | 8 | +90,051 | 6.0% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Reduced | 1,452,422 | 134,785 | 0.37% | 0.42% | 9 | -32,323 | -2.18% | Q4 2025 | Jan 26, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,442,448 | 133,859 | 0.18% | 0.16% | 10 | +148,912 | 11.51% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Reduced | 1,288,539 | 119,576 | 0.02% | 0.02% | 11 | -41,700 | -3.13% | Q4 2025 | Jan 29, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,266,241 | 117,507 | 0.02% | — | 12 | +1,266,241 | New | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,108,688 | 102,886 | 0.03% | 0.03% | 13 | +128,865 | 13.15% | Q4 2025 | Feb 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 861,417 | 80,628 | 0.11% | 0.12% | 14 | +40,147 | 4.89% | Q4 2025 | Jan 08, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 807,865 | 74,969 | 2.34% | 2.52% | 15 | -25,813 | -3.1% | Q4 2025 | Jan 06, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | Reduced | 769,049 | 71,367 | 13.37% | 13.79% | 16 | -124,656 | -13.95% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 768,062 | 71,293 | 0.1% | 0.11% | 17 | -126,157 | -14.11% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 667,338 | 61,928 | 0.07% | 0.1% | 18 | +22,089 | 3.42% | Q4 2025 | Feb 13, 2026 |
| Goldstein Advisors, LLC | History | Added to | 644,799 | 59,837 | 6.82% | 7.34% | 19 | +813 | 0.13% | Q4 2025 | Feb 10, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 609,693 | 56,579 | 0.76% | 0.99% | 20 | +58,190 | 10.55% | Q4 2025 | Feb 06, 2026 |
| Provenance Wealth Advisors, LLC | History | Added to | 583,636 | 54,161 | 6.0% | 5.36% | 21 | +140,945 | 31.84% | Q4 2025 | Jan 26, 2026 |
| American Trust | History | Reduced | 574,951 | 53,355 | 4.49% | 5.02% | 22 | -58,830 | -9.28% | Q4 2025 | Feb 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 566,163 | 52,540 | 1.01% | 1.0% | 23 | +35,761 | 6.74% | Q4 2025 | Feb 12, 2026 |
| GGM Financials LLC | History | Added to | 539,190 | 50,036 | 24.31% | 25.14% | 24 | +7,415 | 1.39% | Q4 2025 | Feb 04, 2026 |
| Cetera Investment Advisers | History | Added to | 536,020 | 49,742 | 0.05% | 0.05% | 25 | +63,985 | 13.56% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 532,423 | 49,408 | 0.01% | 0.01% | 26 | +173,444 | 48.32% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 512,742 | 47,584 | 0.04% | 0.04% | 27 | +36,431 | 7.65% | Q4 2025 | Feb 13, 2026 |
| STEPH & CO | History | Added to | 498,188 | 46,231 | 13.32% | 13.7% | 28 | +19,675 | 4.11% | Q4 2025 | Jan 23, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 482,030 | 44,732 | 1.11% | 1.16% | 29 | +4,819 | 1.01% | Q4 2025 | Feb 09, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 469,027 | 43,525 | 0.01% | 0.01% | 30 | -22,566 | -4.59% | Q4 2025 | Feb 10, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 467,447 | 43,379 | 0.49% | 0.52% | 31 | -2,306 | -0.49% | Q4 2025 | Jan 20, 2026 |
| Berman McAleer LLC | History | Added to | 441,743 | 40,993 | 5.6% | 5.76% | 32 | +2,575 | 0.59% | Q4 2025 | Feb 05, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 421,054 | 39,073 | 1.24% | 1.19% | 33 | +47,909 | 12.84% | Q4 2025 | Jan 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 414,300 | 38,447 | 0.05% | 0.0% | 34 | +379,800 | 1100.87% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 408,059 | 37,867 | 0.18% | 0.23% | 35 | -85,979 | -17.4% | Q4 2025 | Feb 17, 2026 |
| Trust Co | History | Added to | 403,269 | 37,423 | 3.51% | 3.85% | 36 | +1,843 | 0.46% | Q4 2025 | Jan 15, 2026 |
| FMR LLC | History | Added to | 382,465 | 35,492 | 0.0% | 0.0% | 37 | +258,294 | 208.01% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 358,263 | 33,246 | 0.04% | 0.04% | 38 | +2,665 | 0.75% | Q4 2025 | Feb 06, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 355,838 | 33,021 | 2.18% | 2.23% | 39 | +758 | 0.21% | Q4 2025 | Jan 16, 2026 |
| AlphaCore Capital LLC | History | Added to | 345,297 | 32,043 | 0.71% | 1.02% | 40 | +20,619 | 6.35% | Q4 2025 | Feb 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 334,806 | 31,069 | 0.08% | 0.07% | 41 | +51,061 | 18.0% | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 334,688 | 31,059 | 0.17% | — | 42 | +334,688 | New | Q4 2025 | Feb 03, 2026 |
| Mariner, LLC | History | Added to | 326,741 | 30,321 | 0.04% | 0.04% | 43 | +14,586 | 4.67% | Q4 2025 | Feb 13, 2026 |
| HUB Investment Partners, LLC | History | Added to | 326,449 | 30,294 | 0.78% | 0.99% | 44 | +7,544 | 2.37% | Q4 2025 | Feb 17, 2026 |
| Frontier Asset Management, LLC | History | Added to | 323,181 | 29,991 | 6.95% | 6.63% | 45 | +40,180 | 14.2% | Q4 2025 | Feb 04, 2026 |
| Aprio Wealth Management, LLC | History | New | 313,231 | 29,067 | 1.67% | — | 46 | +313,231 | New | Q4 2025 | Jan 29, 2026 |
| Crumly & Associates Inc. | History | Reduced | 287,447 | 26,675 | 5.6% | 6.96% | 47 | -51,838 | -15.28% | Q4 2025 | Jan 14, 2026 |
| Advantage Trust Co | History | Added to | 277,875 | 25,786 | 11.61% | 11.65% | 48 | +2,793 | 1.02% | Q4 2025 | Jan 29, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 255,485 | 23,709 | 0.04% | 0.01% | 49 | +221,078 | 642.54% | Q4 2025 | Mar 16, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | Added to | 215,573 | 20,005 | 3.34% | 3.31% | 50 | +9,537 | 4.63% | Q4 2025 | Jan 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 204,795 | 19,005 | 0.05% | 0.05% | 51 | +28,826 | 16.38% | Q4 2025 | Feb 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 204,349 | 18,963 | 0.08% | 0.08% | 52 | +8,713 | 4.45% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 197,227 | 18,302 | 0.01% | 0.01% | 53 | +15,952 | 8.8% | Q4 2025 | Feb 06, 2026 |
| Arlington Financial Advisors, LLC | History | Added to | 192,536 | 17,867 | 2.56% | 2.6% | 54 | +4,264 | 2.26% | Q4 2025 | Jan 12, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 191,169 | 17,810 | 0.58% | 0.62% | 55 | -1,360 | -0.71% | Q4 2025 | Feb 13, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 188,894 | 17,529 | 3.73% | 4.04% | 56 | +3,261 | 1.76% | Q4 2025 | Jan 30, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 185,739 | 17,236 | 0.11% | 0.1% | 57 | +14,789 | 8.65% | Q4 2025 | Jan 29, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 184,843 | 17,153 | 1.23% | 1.25% | 58 | +4,987 | 2.77% | Q4 2025 | Feb 11, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 174,866 | 16,228 | 8.24% | 7.23% | 59 | +36,660 | 26.53% | Q4 2025 | Jan 08, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 152,376 | 14,140 | 0.9% | 0.57% | 60 | +60,636 | 66.1% | Q4 2025 | Feb 05, 2026 |
| Resolute Wealth Strategies, LLC | History | Added to | 152,211 | 14,125 | 6.19% | 6.24% | 61 | +6,707 | 4.61% | Q4 2025 | Feb 06, 2026 |
| Welch Financial Planning, LLC | History | New | 134,424 | 12,474 | 9.08% | — | 62 | +134,424 | New | Q4 2025 | Feb 02, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 134,204 | 12,454 | 0.3% | 0.31% | 63 | +2,725 | 2.07% | Q4 2025 | Jan 28, 2026 |
| Greenbush Financial Group, LLC | History | Added to | 131,875 | 12,238 | 4.16% | 4.14% | 64 | +16,834 | 14.63% | Q4 2025 | Jan 20, 2026 |
| MN Wealth Advisors, LLC | History | Added to | 123,247 | 11,437 | 5.77% | 5.95% | 65 | +4,355 | 3.66% | Q4 2025 | Feb 02, 2026 |
| NewEdge Advisors, LLC | History | Added to | 120,898 | 11,219 | 0.04% | 0.04% | 66 | +31,686 | 35.52% | Q4 2025 | Feb 18, 2026 |
| Foundry Financial Group, Inc. | History | Added to | 117,350 | 10,890 | 5.45% | 5.26% | 67 | +10,416 | 9.74% | Q4 2025 | Feb 04, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 115,100 | 10,681 | 0.13% | 0.24% | 68 | -169,301 | -59.53% | Q4 2025 | Feb 13, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Reduced | 105,983 | 9,835 | 4.21% | 6.66% | 69 | -63,249 | -37.37% | Q4 2025 | Feb 10, 2026 |
| Allegheny Financial Group | History | Added to | 102,328 | 9,496 | 1.41% | 1.21% | 70 | +33,218 | 48.07% | Q4 2025 | Feb 02, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 101,389 | 9,408 | 2.91% | 2.91% | 71 | +4,506 | 4.65% | Q4 2025 | Feb 12, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | Added to | 100,042 | 9,283 | 0.04% | 0.04% | 72 | +11,193 | 12.6% | Q4 2025 | Feb 12, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 94,370 | 8,757 | 0.52% | 0.39% | 73 | -1,958 | -2.03% | Q4 2025 | Jan 30, 2026 |
| Western Wealth Management, LLC | History | Added to | 93,504 | 8,677 | 0.4% | 0.44% | 74 | +4,969 | 5.61% | Q4 2025 | Feb 05, 2026 |
| Guided Capital Wealth Management, LLC | History | Reduced | 88,754 | 8,236 | 5.77% | 7.43% | 75 | -3,743 | -4.05% | Q4 2025 | Jan 15, 2026 |
| Selby Wealth Management, LLC | History | New | 88,439 | 8,207 | 3.31% | — | 76 | +88,439 | New | Q4 2025 | Feb 13, 2026 |
| Alpha Advisors, LLC/VA | History | Reduced | 81,143 | 7,530 | 5.81% | 6.14% | 77 | -6,057 | -6.95% | Q4 2025 | Feb 12, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 77,362 | 7,179 | 0.2% | 0.53% | 78 | -12,644 | -14.05% | Q4 2025 | Feb 10, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 73,144 | 6,787 | 0.14% | 0.15% | 79 | +4,652 | 6.79% | Q4 2025 | Feb 03, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 72,360 | 6,715 | 0.05% | 0.06% | 80 | +1,440 | 2.03% | Q4 2025 | Jan 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 71,632 | 6,647 | 0.16% | 0.15% | 81 | +4,513 | 6.72% | Q4 2025 | Feb 13, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Added to | 69,184 | 6,420 | 2.76% | 2.85% | 82 | +2,999 | 4.53% | Q4 2025 | Jan 22, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 69,108 | 6,413 | 0.11% | 0.13% | 83 | +1,810 | 2.69% | Q4 2025 | Jan 16, 2026 |
| MORGAN STANLEY | History | Added to | 68,028 | 6,313 | 0.0% | 0.0% | 84 | +52,043 | 325.57% | Q4 2025 | Feb 13, 2026 |
| Echo Wealth Management, LLC | History | Added to | 66,977 | 6,215 | 3.63% | 2.67% | 85 | +18,168 | 37.22% | Q4 2025 | Jan 22, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 66,572 | 6,178 | 0.01% | 0.01% | 86 | +19,489 | 41.39% | Q4 2025 | Feb 10, 2026 |
| Aurdan Capital Management, LLC | History | Added to | 66,466 | 6,168 | 1.9% | 1.65% | 87 | +10,989 | 19.81% | Q4 2025 | Jan 12, 2026 |
| Formidable Asset Management, LLC | History | Added to | 63,953 | 5,995 | 0.87% | 0.82% | 88 | +3,426 | 5.66% | Q4 2025 | Jan 16, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 64,398 | 5,976 | 1.13% | 1.04% | 89 | +5,514 | 9.36% | Q4 2025 | Feb 12, 2026 |
| Visionary Wealth Advisors | History | Added to | 64,273 | 5,964 | 0.27% | 0.27% | 90 | +3,115 | 5.09% | Q4 2025 | Feb 13, 2026 |
| FOCUSED ALPHA, LLC | History | New | 62,299 | 5,781 | 1.7% | — | 91 | +62,299 | New | Q4 2025 | Feb 13, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 60,591 | 5,622 | 0.1% | 0.11% | 92 | -289 | -0.47% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 58,525 | 5,431 | 0.03% | 0.01% | 93 | +41,032 | 234.56% | Q4 2025 | Feb 17, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 57,494 | 5,335 | 1.17% | 0.93% | 94 | +13,794 | 31.57% | Q4 2025 | Feb 11, 2026 |
| Corient Private Wealth LLC | History | Added to | 56,869 | 5,280 | 0.01% | 0.01% | 95 | +12,482 | 28.12% | Q4 2025 | Mar 09, 2026 |
| Argent Trust Co | History | Added to | 56,577 | 5,250 | 0.18% | 0.18% | 96 | +1,520 | 2.76% | Q4 2025 | Feb 10, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 55,433 | 5,144 | 0.06% | 0.07% | 97 | -173 | -0.31% | Q4 2025 | Feb 05, 2026 |
| Centerpoint Advisory Group | History | Reduced | 55,383 | 5,139 | 3.96% | 4.25% | 98 | -2,859 | -4.91% | Q4 2025 | Feb 03, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 49,178 | 4,563 | 0.54% | 0.57% | 99 | +1,930 | 4.08% | Q4 2025 | Jan 26, 2026 |
| Equitable Holdings, Inc. | History | Added to | 49,170 | 4,562 | 0.03% | 0.03% | 100 | +3,671 | 8.07% | Q4 2025 | Feb 17, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 49,135 | 4,559 | 0.43% | 0.41% | 101 | +15,084 | 44.3% | Q4 2025 | Jan 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 46,659 | 4,329 | 0.0% | 0.0% | 102 | +20,358 | 77.4% | Q4 2025 | Feb 17, 2026 |
| Greenline Wealth Management LLC | History | New | 46,589 | 4,323 | 4.47% | — | 103 | +46,589 | New | Q4 2025 | Feb 13, 2026 |
| IFG Advisory, LLC | History | Added to | 46,483 | 4,313 | 0.19% | 0.2% | 104 | +352 | 0.76% | Q4 2025 | Feb 10, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 43,269 | 4,015 | 0.08% | 0.07% | 105 | +6,817 | 18.7% | Q4 2025 | Feb 06, 2026 |
| Broadway Wealth Solutions, Inc. | History | Reduced | 43,154 | 4,004 | 2.14% | 2.31% | 106 | -727 | -1.66% | Q4 2025 | Jan 29, 2026 |
| Prospera Financial Services Inc | History | Reduced | 41,004 | 3,805 | 0.06% | 0.07% | 107 | -988 | -2.35% | Q4 2025 | Feb 09, 2026 |
| MOTCO | History | Added to | 40,237 | 3,733 | 0.34% | 0.34% | 108 | +243 | 0.61% | Q4 2025 | Feb 06, 2026 |
| Ascent Group, LLC | History | Added to | 39,185 | 3,636 | 0.12% | 0.12% | 109 | +2,647 | 7.24% | Q4 2025 | Jan 20, 2026 |
| 5T Wealth, LLC | History | Added to | 38,210 | 3,546 | 1.42% | 1.24% | 110 | +7,986 | 26.42% | Q4 2025 | Jan 27, 2026 |
| Private Wealth Partners, LLC | History | Added to | 37,500 | 3,480 | 0.25% | 0.19% | 111 | +8,400 | 28.87% | Q4 2025 | Jan 27, 2026 |
| IHT Wealth Management, LLC | History | Added to | 36,847 | 3,419 | 0.08% | 0.03% | 112 | +23,505 | 176.17% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 36,636 | 3,399 | 0.08% | 0.08% | 113 | +4,762 | 14.94% | Q4 2025 | Feb 06, 2026 |
| Empire Life Investments Inc. | History | Added to | 36,420 | 3,381 | 0.19% | 0.19% | 114 | +2,300 | 6.74% | Q4 2025 | Feb 04, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 36,078 | 3,348 | 2.21% | 2.25% | 115 | +1,021 | 2.91% | Q4 2025 | Feb 11, 2026 |
| rebel Financial LLC | History | New | 35,998 | 3,340 | 1.43% | — | 116 | +35,998 | New | Q4 2025 | Mar 27, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 34,800 | 3,229 | 0.87% | 0.37% | 117 | +25,271 | 265.2% | Q4 2025 | Feb 09, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 34,409 | 3,193 | 0.67% | 0.66% | 118 | +2,117 | 6.56% | Q4 2025 | Jan 26, 2026 |
| Purus Wealth Management, LLC | History | Added to | 33,959 | 3,151 | 0.98% | 0.97% | 119 | +1,627 | 5.03% | Q4 2025 | Jan 27, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 33,326 | 3,092 | 0.04% | 0.05% | 120 | +1,469 | 4.61% | Q4 2025 | Feb 09, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 32,599 | 3,025 | 0.0% | 0.0% | 121 | -13,394 | -29.12% | Q4 2025 | Feb 17, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Added to | 31,675 | 2,939 | 2.11% | 1.76% | 122 | +6,176 | 24.22% | Q4 2025 | Jan 27, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 31,259 | 2,900 | 0.23% | 0.19% | 123 | +6,118 | 24.33% | Q4 2025 | Feb 17, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 30,565 | 2,836 | 0.04% | 0.05% | 124 | -410 | -1.32% | Q4 2025 | Jan 22, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 30,536 | 2,833 | 0.02% | 0.01% | 125 | +9,557 | 45.56% | Q4 2025 | Jan 29, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 27,746 | 2,574 | 0.0% | 0.01% | 126 | -32,686 | -54.09% | Q4 2025 | Feb 02, 2026 |
| NIXON PEABODY TRUST CO | History | Reduced | 27,177 | 2,522 | 0.19% | 0.2% | 127 | -2,286 | -7.76% | Q4 2025 | Feb 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 26,298 | 2,440 | 0.06% | 0.06% | 128 | +585 | 2.28% | Q4 2025 | Jan 29, 2026 |
| Global Retirement Partners, LLC | History | Added to | 26,045 | 2,416 | 0.04% | 0.05% | 129 | +222 | 0.86% | Q4 2025 | Feb 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 25,097 | 2,329 | 0.0% | 0.0% | 130 | +4,251 | 20.39% | Q4 2025 | Feb 12, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Added to | 25,096 | 2,328 | 0.85% | 0.32% | 131 | +15,435 | 159.77% | Q4 2025 | Jan 21, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 25,079 | 2,327 | 0.12% | 0.11% | 132 | +2,909 | 13.12% | Q4 2025 | Feb 05, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 25,053 | 2,324 | 0.12% | 0.12% | 133 | +4,714 | 23.18% | Q4 2025 | Jan 26, 2026 |
| Fermata Advisors, LLC | History | Added to | 25,034 | 2,323 | 0.56% | 0.57% | 134 | +1,216 | 5.11% | Q4 2025 | Jan 08, 2026 |
| Cambridge Advisors Inc. | History | Added to | 24,812 | 2,302 | 0.44% | 0.34% | 135 | +6,191 | 33.25% | Q4 2025 | Jan 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 24,279 | 2,253 | 0.02% | 0.03% | 136 | +2,104 | 9.49% | Q4 2025 | Jan 23, 2026 |
| Semus Wealth Partners LLC | History | Reduced | 23,638 | 2,193 | 1.18% | 1.26% | 137 | -148 | -0.62% | Q4 2025 | Jan 27, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 23,012 | 2,135 | 0.05% | 0.06% | 138 | -264 | -1.13% | Q4 2025 | Jan 07, 2026 |
| Elevation Wealth Management LLC | History | New | 22,992 | 2,133 | 2.05% | — | 139 | +22,992 | New | Q4 2025 | Feb 12, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 22,363 | 2,075 | 0.16% | 0.21% | 140 | -6,802 | -23.32% | Q4 2025 | Jan 23, 2026 |
| WBH ADVISORY INC | History | Added to | 21,910 | 2,033 | 0.15% | 0.13% | 141 | +3,915 | 21.76% | Q4 2025 | Jan 26, 2026 |
| ORG Partners LLC | History | Added to | 21,535 | 1,998 | 0.35% | 0.21% | 142 | +9,139 | 73.73% | Q4 2025 | Jan 14, 2026 |
| Legacy Edge Advisors, LLC | History | New | 21,334 | 1,979 | 0.22% | — | 143 | +21,334 | New | Q4 2025 | Feb 02, 2026 |
| Heritage Wealth Management, Inc. | History | Added to | 20,482 | 1,900 | 0.53% | 0.5% | 144 | +2,298 | 12.64% | Q4 2025 | Jan 26, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | Added to | 19,911 | 1,847 | 0.44% | 0.22% | 145 | +10,544 | 112.57% | Q4 2025 | Feb 02, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 19,885 | 1,845 | 0.21% | 0.22% | 146 | +20 | 0.1% | Q4 2025 | Feb 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 19,800 | 1,837 | 0.0% | 0.0% | 147 | +8,200 | 70.69% | Q4 2025 | Feb 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 19,485 | 1,808 | 0.04% | 0.03% | 148 | +1,112 | 6.05% | Q4 2025 | Feb 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 18,993 | 1,762 | 0.08% | 0.08% | 149 | +209 | 1.11% | Q4 2025 | Jan 21, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 18,760 | 1,740 | 0.08% | 0.07% | 150 | +3,576 | 23.55% | Q4 2025 | Feb 17, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Added to | 17,821 | 1,653 | 0.41% | 0.33% | 151 | +3,850 | 27.56% | Q4 2025 | Feb 09, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 17,738 | 1,646 | 0.2% | 0.19% | 152 | +1,821 | 11.44% | Q4 2025 | Jan 07, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Added to | 17,807 | 1,632 | 0.76% | 0.75% | 153 | +4,882 | 37.77% | Q4 2025 | Jan 26, 2026 |
| Northwest Wealth Advisors, LLC | History | New | 17,502 | 1,624 | 1.26% | — | 154 | +17,502 | New | Q4 2025 | Feb 06, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 17,489 | 1,622 | 0.13% | 0.12% | 155 | +2,403 | 15.93% | Q4 2025 | Jan 23, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 17,216 | 1,597 | 0.19% | 0.22% | 156 | -2,700 | -13.56% | Q4 2025 | Feb 13, 2026 |
| Bill Few Associates, Inc. | History | Added to | 16,946 | 1,572 | 0.39% | 0.4% | 157 | +536 | 3.27% | Q4 2025 | Jan 12, 2026 |
| John W. Brooker & Co., CPAs | History | Reduced | 16,601 | 1,540 | 2.76% | 3.34% | 158 | -959 | -5.46% | Q4 2025 | Jan 13, 2026 |
| 3Chopt Investment Partners, LLC | History | Added to | 16,141 | 1,497 | 0.34% | 0.33% | 159 | +758 | 4.93% | Q4 2025 | Feb 10, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 16,118 | 1,495 | 0.01% | — | 160 | +16,118 | New | Q4 2025 | Feb 18, 2026 |
| Wayfinding Financial, LLC | History | Added to | 16,034 | 1,487 | 0.63% | 0.64% | 161 | +224 | 1.42% | Q4 2025 | Feb 12, 2026 |
| Carnegie Investment Counsel | History | Reduced | 15,618 | 1,449 | 0.03% | 0.03% | 162 | -305 | -1.92% | Q4 2025 | Jan 23, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 15,234 | 1,413 | 0.02% | 0.02% | 163 | +488 | 3.31% | Q4 2025 | Feb 02, 2026 |
| Merited Wealth, LLC | History | New | 14,831 | 1,376 | 1.28% | — | 164 | +14,831 | New | Q4 2025 | Mar 26, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 13,949 | 1,294 | 0.0% | 0.0% | 165 | +8,749 | 168.25% | Q4 2025 | Feb 17, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 13,748 | 1,275 | 0.7% | 0.77% | 166 | -205 | -1.47% | Q4 2025 | Jan 30, 2026 |
| Vienna Asset Management LLC | History | New | 13,108 | 1,216 | 0.69% | — | 167 | +13,108 | New | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 13,074 | 1,213 | 0.01% | 0.01% | 168 | +3,487 | 36.37% | Q4 2025 | Feb 12, 2026 |
| Cobblestone Asset Management LLC | History | Added to | 12,974 | 1,203 | 0.54% | 0.48% | 169 | +1,823 | 16.35% | Q4 2025 | Jan 15, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 12,932 | 1,200 | 0.03% | 0.03% | 170 | +895 | 7.44% | Q4 2025 | Feb 17, 2026 |
| KENNEDY INVESTMENT GROUP | History | Added to | 12,483 | 1,158 | 0.44% | 0.15% | 171 | +8,496 | 213.09% | Q4 2025 | Feb 06, 2026 |
| ARWA LLC | History | New | 12,364 | 1,147 | 0.67% | — | 172 | +12,364 | New | Q4 2025 | Feb 27, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 12,261 | 1,137 | 0.4% | 0.16% | 173 | +11,416 | 1351.01% | Q4 2025 | Jan 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 12,247 | 1,136 | 0.0% | 0.0% | 174 | +183 | 1.52% | Q4 2025 | Feb 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 12,108 | 1,123 | 0.01% | 0.01% | 175 | +261 | 2.2% | Q4 2025 | Jan 29, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 12,410 | 1,122 | 0.33% | 0.26% | 176 | +4,172 | 50.64% | Q4 2025 | Feb 10, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 11,933 | 1,107 | 0.01% | 0.01% | 177 | +69 | 0.58% | Q4 2025 | Feb 13, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 11,909 | 1,105 | 0.36% | 0.39% | 178 | -92 | -0.77% | Q4 2025 | Feb 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 11,466 | 1,064 | 0.0% | 0.0% | 179 | +1,175 | 11.42% | Q4 2025 | Feb 06, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 11,149 | 1,034 | 0.07% | 0.07% | 180 | +1,570 | 16.39% | Q4 2025 | Jan 16, 2026 |
| Valmark Advisers, Inc. | History | Added to | 11,084 | 1,028 | 0.01% | 0.01% | 181 | +1,034 | 10.29% | Q4 2025 | Jan 26, 2026 |
| GK Wealth Management LLC | History | New | 10,904 | 1,011 | 0.67% | — | 183 | +10,904 | New | Q4 2025 | Jan 05, 2026 |
| Composition Wealth, LLC | History | Reduced | 10,900 | 1,011 | 0.01% | 0.02% | 182 | -18 | -0.16% | Q4 2025 | Feb 02, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Added to | 10,808 | 1,002 | 0.55% | 0.57% | 184 | +63 | 0.59% | Q4 2025 | Jan 21, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 10,523 | 976 | 0.01% | 0.0% | 185 | +6,806 | 183.1% | Q4 2025 | Feb 13, 2026 |
| Ignite Planners, LLC | History | Added to | 10,549 | 962 | 0.15% | 0.12% | 186 | +2,705 | 34.48% | Q4 2025 | Feb 06, 2026 |
| Summit Financial, LLC | History | Added to | 10,258 | 951 | 0.01% | 0.01% | 187 | +1,786 | 21.08% | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 10,210 | 947 | 0.01% | 0.01% | 188 | +3,592 | 54.28% | Q4 2025 | Feb 17, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 9,546 | 885 | 0.07% | 0.08% | 189 | -1,103 | -10.36% | Q4 2025 | Feb 13, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 9,461 | 877 | 0.1% | 0.09% | 190 | +2,138 | 29.2% | Q4 2025 | Feb 11, 2026 |
| Sovran Advisors, LLC | History | Added to | 9,434 | 873 | 0.07% | 0.08% | 191 | +11 | 0.12% | Q4 2025 | Jan 20, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 9,335 | 866 | 0.2% | 0.2% | 192 | +533 | 6.06% | Q4 2025 | Jan 23, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 9,072 | 841 | 0.45% | 0.5% | 193 | -543 | -5.65% | Q4 2025 | Feb 24, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 8,728 | 810 | 0.26% | 0.05% | 194 | +7,312 | 516.38% | Q4 2025 | Feb 10, 2026 |
| HB Wealth Management, LLC | History | New | 8,221 | 762 | 0.0% | — | 195 | +8,221 | New | Q4 2025 | Jan 28, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 8,041 | 746 | 0.34% | 0.32% | 196 | +455 | 6.0% | Q4 2025 | Jan 07, 2026 |
| Apollon Wealth Management, LLC | History | No change | 7,872 | 730 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Confluence Wealth Services, Inc. | History | Reduced | 7,672 | 711 | 0.03% | 0.04% | 198 | -276 | -3.47% | Q4 2025 | Jan 28, 2026 |
| Evergreen Wealth Partners LLC | History | New | 7,251 | 672 | 0.57% | — | 199 | +7,251 | New | Q4 2025 | Feb 05, 2026 |
| SAXON INTERESTS, INC. | History | Added to | 7,162 | 664 | 0.23% | 0.12% | 200 | +3,626 | 102.55% | Q4 2025 | Feb 13, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 7,078 | 656 | 0.25% | 0.26% | 201 | +52 | 0.74% | Q4 2025 | Jan 08, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 7,021 | 651 | 0.03% | 0.04% | 202 | +153 | 2.23% | Q4 2025 | Jan 20, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 6,945 | 644 | 0.09% | 0.09% | 203 | +738 | 11.89% | Q4 2025 | Feb 04, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 6,837 | 634 | 0.07% | 0.07% | 204 | +95 | 1.41% | Q4 2025 | Feb 18, 2026 |
| Cooper Financial Group | History | Added to | 6,745 | 625 | 0.07% | 0.06% | 205 | +879 | 14.98% | Q4 2025 | Jan 08, 2026 |
| Krilogy Financial LLC | History | Reduced | 6,713 | 618 | 0.02% | 0.03% | 206 | -641 | -8.72% | Q4 2025 | Jan 27, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 6,559 | 609 | 0.02% | 0.02% | 207 | +344 | 5.53% | Q4 2025 | Feb 12, 2026 |
| Platform Technology Partners | History | No change | 6,500 | 603 | 0.13% | 0.15% | 208 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FAGAN ASSOCIATES, INC. | History | Added to | 6,359 | 590 | 0.08% | 0.07% | 209 | +852 | 15.47% | Q4 2025 | Jan 30, 2026 |
| WealthPLAN Partners, LLC | History | New | 6,241 | 579 | 0.09% | — | 210 | +6,241 | New | Q4 2025 | Feb 12, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 6,108 | 566 | 0.01% | 0.01% | 211 | +1,716 | 39.07% | Q4 2025 | Feb 02, 2026 |
| Strategic Financial Concepts, LLC | History | Reduced | 6,020 | 558 | 0.51% | 0.65% | 213 | -41,757 | -87.4% | Q4 2025 | Feb 09, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 6,014 | 558 | 0.02% | 0.02% | 212 | +121 | 2.05% | Q4 2025 | Feb 17, 2026 |
| GeoWealth Management, LLC | History | Added to | 5,897 | 547 | 0.02% | 0.02% | 214 | +154 | 2.68% | Q4 2025 | Feb 17, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 5,865 | 544 | 0.01% | 0.01% | 215 | -597 | -9.24% | Q4 2025 | Jan 14, 2026 |
| Financial Partners Group, Inc | History | Added to | 5,772 | 526 | 0.06% | 0.05% | 216 | +1,818 | 45.98% | Q4 2025 | Feb 03, 2026 |
| Intrua Financial, LLC | History | Added to | 5,644 | 523 | 0.06% | 0.05% | 217 | +678 | 13.65% | Q4 2025 | Feb 05, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 5,630 | 522 | 0.0% | 0.0% | 218 | +859 | 18.0% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Added to | 5,568 | 516 | 0.0% | 0.0% | 219 | +185 | 3.44% | Q4 2025 | Feb 17, 2026 |
| First PREMIER Bank | History | No change | 5,543 | 514 | 0.12% | 0.12% | 220 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BIP Wealth, LLC | History | New | 5,532 | 513 | 0.02% | — | 221 | +5,532 | New | Q4 2025 | Jan 21, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Added to | 5,507 | 511 | 0.26% | 0.26% | 222 | +340 | 6.58% | Q4 2025 | Feb 09, 2026 |
| True Vision MN LLC | History | Added to | 5,386 | 499 | 0.25% | 0.26% | 223 | +41 | 0.77% | Q4 2025 | Jan 14, 2026 |
| GTS SECURITIES LLC | History | New | 5,346 | 496 | 0.02% | — | 224 | +5,346 | New | Q4 2025 | Feb 13, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 5,279 | 489 | 0.02% | 0.02% | 225 | +2,017 | 61.83% | Q4 2025 | Feb 04, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | New | 5,184 | 486 | 0.03% | — | 226 | +5,184 | New | Q4 2025 | Feb 10, 2026 |
| Park Place Capital Corp | History | No change | 5,107 | 473 | 0.1% | 0.1% | 227 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Worth Financial Advisory Group, LLC | History | Added to | 4,568 | 423 | 0.2% | 0.23% | 228 | +223 | 5.13% | Q4 2025 | Jan 16, 2026 |
| DAVENPORT & Co LLC | History | Added to | 4,555 | 422 | 0.0% | 0.0% | 229 | +489 | 12.03% | Q4 2025 | Jan 12, 2026 |
| VestGen Advisors, LLC | History | Reduced | 4,547 | 421 | 0.02% | 0.03% | 230 | -4,198 | -48.0% | Q4 2025 | Feb 17, 2026 |
| Kuhn & Co Investment Counsel | History | Reduced | 4,508 | 418 | 0.28% | 0.34% | 231 | -18 | -0.4% | Q4 2025 | Feb 09, 2026 |
| Opal Wealth Advisors, LLC | History | New | 4,500 | 417 | 0.11% | — | 232 | +4,500 | New | Q4 2025 | Jan 26, 2026 |
| COMERICA BANK | History | Reduced | 4,431 | 411 | 0.0% | 0.0% | 233 | -786 | -15.07% | Q4 2025 | Jan 29, 2026 |
| Procyon Advisors, LLC | History | New | 4,426 | 410 | 0.02% | — | 234 | +4,426 | New | Q4 2025 | Jan 07, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 4,417 | 409 | 0.2% | 0.19% | 235 | +696 | 18.7% | Q4 2025 | Jan 30, 2026 |
| World Investment Advisors | History | Added to | 4,274 | 396 | 0.01% | 0.01% | 236 | +169 | 4.12% | Q4 2025 | Mar 12, 2026 |
| Nautilus Advisors LLC | History | Reduced | 4,248 | 394 | 0.26% | 0.27% | 237 | -41 | -0.96% | Q4 2025 | Jan 22, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 4,223 | 391 | 0.03% | 0.03% | 238 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Gotham Asset Management, LLC | History | New | 4,196 | 389 | 0.0% | — | 239 | +4,196 | New | Q4 2025 | Feb 17, 2026 |
| Wagner Wealth Management, Corp | History | New | 4,177 | 387 | 0.38% | — | 240 | +4,177 | New | Q4 2025 | Feb 12, 2026 |
| NVWM, LLC | History | No change | 4,015 | 372 | 0.08% | 0.08% | 241 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| ADG Wealth Management Group, LLC | History | Added to | 3,786 | 351 | 0.27% | 0.27% | 242 | +201 | 5.61% | Q4 2025 | Jan 15, 2026 |
| Essex Financial Services, Inc. | History | Added to | 3,780 | 350 | 0.02% | 0.02% | 243 | +107 | 2.91% | Q4 2025 | Feb 10, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 3,688 | 342 | 0.03% | 0.04% | 244 | -1,565 | -29.79% | Q4 2025 | Jan 26, 2026 |
| Plan Group Financial, LLC | History | Added to | 3,595 | 333 | 0.09% | 0.06% | 245 | +1,028 | 40.05% | Q4 2025 | Feb 03, 2026 |
| Vise Technologies, Inc. | History | New | 3,576 | 331 | 0.01% | — | 246 | +3,576 | New | Q4 2025 | Feb 11, 2026 |
| Van Diest Capital, LLC | History | New | 3,538 | 328 | 0.49% | — | 247 | +3,538 | New | Q4 2025 | Feb 19, 2026 |
| Westside Investment Management, Inc. | History | No change | 3,517 | 326 | 0.05% | 0.05% | 248 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 3,500 | 324 | 0.12% | 0.1% | 249 | +600 | 20.69% | Q4 2025 | Feb 04, 2026 |
| Lido Advisors, LLC | History | New | 3,450 | 320 | 0.0% | — | 250 | +3,450 | New | Q4 2025 | Feb 10, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 3,381 | 314 | 0.02% | 0.02% | 251 | -46 | -1.34% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 3,249 | 301 | 0.0% | 0.01% | 252 | -610,907 | -99.47% | Q4 2025 | Feb 17, 2026 |
| LVZ, Inc. | History | New | 3,192 | 296 | 0.03% | — | 254 | +3,192 | New | Q4 2025 | Feb 10, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,191 | 296 | 0.01% | 0.0% | 253 | +1,893 | 145.84% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 3,130 | 290 | 0.0% | 0.0% | 255 | +148 | 4.96% | Q4 2025 | Feb 18, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 3,118 | 289 | 0.01% | 0.01% | 256 | -46 | -1.45% | Q4 2025 | Feb 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 3,084 | 286 | 0.0% | — | 257 | +3,084 | New | Q4 2025 | Feb 18, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 3,042 | 282 | 0.02% | 0.03% | 258 | -928 | -23.38% | Q4 2025 | Apr 02, 2026 |
| Aegis Wealth Management, Inc. | History | New | 3,008 | 279 | 0.22% | — | 259 | +3,008 | New | Q4 2025 | Feb 05, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 3,000 | 278 | 0.02% | 0.02% | 260 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 2,913 | 270 | 0.0% | — | 261 | +2,913 | New | Q4 2025 | Jan 29, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | New | 2,892 | 268 | 0.0% | — | 262 | +2,892 | New | Q4 2025 | Jan 07, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 2,882 | 267 | 0.0% | 0.0% | 263 | +453 | 18.65% | Q4 2025 | Feb 12, 2026 |
| OPAL CAPITAL LLC | History | New | 4,037 | 266 | 0.07% | — | 264 | +4,037 | New | Q4 2025 | Feb 17, 2026 |
| Root Financial Partners, LLC | History | Added to | 2,840 | 263 | 0.01% | 0.01% | 266 | +365 | 14.75% | Q4 2025 | Feb 10, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | No change | 2,835 | 263 | 0.06% | 0.07% | 265 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 2,802 | 260 | 0.01% | 0.02% | 267 | -886 | -24.02% | Q4 2025 | Jan 20, 2026 |
| PFG Investments, LLC | History | Added to | 2,785 | 258 | 0.01% | 0.01% | 268 | +3 | 0.11% | Q4 2025 | Jan 26, 2026 |
| 626 Financial, LLC | History | New | 2,751 | 255 | 0.11% | — | 269 | +2,751 | New | Q4 2025 | Feb 05, 2026 |
| LUTS & GREENLEIGH GROUP, INC. | History | New | 2,684 | 249 | 0.21% | — | 270 | +2,684 | New | Q4 2025 | Jan 26, 2026 |
| SFG Wealth Management, LLC. | History | New | 2,682 | 248 | 0.1% | — | 271 | +2,682 | New | Q4 2025 | Feb 03, 2026 |
| Riverstone Advisors, LLC | History | Reduced | 2,648 | 245 | 0.12% | 0.15% | 272 | -550 | -17.2% | Q4 2025 | Feb 02, 2026 |
| MBA Advisors LLC | History | Reduced | 2,650 | 245 | 0.1% | 0.11% | 273 | -194 | -6.82% | Q4 2025 | Jan 21, 2026 |
| Empirical Asset Management, LLC | History | No change | 2,594 | 240 | 0.07% | 0.07% | 274 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Colonial Trust Co / SC | History | No change | 2,534 | 235 | 0.03% | 0.03% | 275 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Integrated Investment Consultants, LLC | History | Reduced | 2,511 | 233 | 0.05% | 0.04% | 276 | -82 | -3.16% | Q4 2025 | Mar 03, 2026 |
| AAF Wealth Management, LLC | History | New | 2,505 | 232 | 0.1% | — | 277 | +2,505 | New | Q4 2025 | Feb 06, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 2,469 | 231 | 0.0% | 0.0% | 278 | +1,055 | 74.61% | Q4 2025 | Jan 26, 2026 |
| STRATEGIC PLANNING GROUP, LLC | History | Reduced | 2,495 | 231 | 0.03% | 0.04% | 279 | -385 | -13.37% | Q4 2025 | Feb 04, 2026 |
| Continuum Advisory, LLC | History | New | 2,471 | 229 | 0.02% | — | 280 | +2,471 | New | Q4 2025 | Feb 11, 2026 |
| KPP Advisory Services LLC | History | No change | 2,438 | 226 | 0.03% | 0.03% | 281 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 2,411 | 223 | 0.01% | 0.08% | 282 | -20,290 | -89.38% | Q4 2025 | Jan 27, 2026 |
| Olde Wealth Management, LLC | History | Added to | 2,394 | 222 | 0.07% | 0.07% | 283 | +62 | 2.66% | Q4 2025 | Feb 12, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 2,353 | 218 | 0.07% | 0.07% | 284 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Quantinno Capital Management LP | History | New | 2,323 | 215 | 0.0% | — | 285 | +2,323 | New | Q4 2025 | Feb 17, 2026 |
| BAM Wealth Management, LLC | History | Reduced | 2,300 | 213 | 0.15% | 0.18% | 286 | -120 | -4.96% | Q4 2025 | Jan 20, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 2,253 | 209 | 0.0% | — | 287 | +2,253 | New | Q4 2025 | Jan 05, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 2,260 | 209 | 0.14% | 0.16% | 288 | -157 | -6.5% | Q4 2025 | Jan 07, 2026 |
| Golden State Wealth Management, LLC | History | New | 2,159 | 200 | 0.02% | — | 289 | +2,159 | New | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Added to | 2,146 | 199 | 0.0% | 0.0% | 290 | +1,212 | 129.76% | Q4 2025 | Jan 26, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 2,099 | 194 | 0.03% | — | 291 | +2,099 | New | Q4 2025 | Feb 09, 2026 |
| Capital Analysts, LLC | History | Added to | 1,806 | 168 | 0.01% | 0.0% | 292 | +32 | 1.8% | Q4 2025 | Feb 11, 2026 |
| Crewe Advisors LLC | History | No change | 1,811 | 168 | 0.01% | 0.02% | 293 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 1,652 | 153 | 0.0% | 0.01% | 294 | -2,114 | -56.13% | Q4 2025 | Feb 09, 2026 |
| Parallel Advisors, LLC | History | No change | 1,300 | 120 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 1,265 | 117 | 0.12% | — | 296 | +1,265 | New | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 1,119 | 103 | 0.0% | — | 297 | +1,119 | New | Q4 2025 | Feb 05, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 1,000 | 92 | 0.05% | 0.0% | 298 | +944 | 1685.71% | Q4 2025 | Feb 18, 2026 |
| Carolina Wealth Advisors, LLC | History | New | 974 | 90 | 0.04% | — | 299 | +974 | New | Q4 2025 | Jan 21, 2026 |
| CoreCap Advisors, LLC | History | Added to | 911 | 84 | 0.0% | 0.0% | 300 | +468 | 105.64% | Q4 2025 | Jan 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 878 | 81 | 0.0% | 0.0% | 301 | +110 | 14.32% | Q4 2025 | Feb 13, 2026 |
| GODSEY & GIBB, INC | History | New | 700 | 64 | 0.01% | — | 302 | +700 | New | Q4 2025 | Jan 27, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 630 | 58 | 0.01% | 0.01% | 303 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MAI Capital Management | History | Added to | 479 | 44 | 0.0% | 0.0% | 304 | +210 | 78.07% | Q4 2025 | Feb 13, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 466 | 43 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| ASSETMARK, INC | History | Added to | 463 | 42 | 0.0% | 0.0% | 306 | +65 | 16.33% | Q4 2025 | Jan 23, 2026 |
| Rossby Financial, LCC | History | No change | 424 | 39 | 0.01% | 0.01% | 307 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | New | 406 | 37 | 0.0% | — | 308 | +406 | New | Q4 2025 | Feb 13, 2026 |
| LGT Financial Advisors LLC | History | Reduced | 384 | 35 | 0.21% | 0.08% | 309 | -17 | -4.24% | Q4 2025 | Feb 13, 2026 |
| Fairway Wealth LLC | History | New | 373 | 34 | 0.01% | — | 310 | +373 | New | Q4 2025 | Jan 28, 2026 |
| Harbor Asset Planning, Inc. | History | New | 371 | 34 | 0.03% | — | 311 | +371 | New | Q4 2025 | Jan 26, 2026 |
| CX Institutional | History | Added to | 353 | 33 | 0.0% | 0.0% | 312 | +166 | 88.77% | Q4 2025 | Feb 02, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 334 | 30 | 0.0% | 0.0% | 313 | +64 | 23.7% | Q4 2025 | Feb 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 303 | 28 | 0.0% | 0.0% | 314 | +113 | 59.47% | Q4 2025 | Feb 11, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 312 | 28 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 300 | 27 | 0.02% | — | 318 | +300 | New | Q4 2025 | Feb 11, 2026 |
| MCF Advisors LLC | History | No change | 300 | 27 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| GAMMA Investing LLC | History | No change | 295 | 27 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Pflug Koory, LLC | History | New | 271 | 25 | 0.01% | — | 319 | +271 | New | Q4 2025 | Jan 20, 2026 |
| FIFTH THIRD BANCORP | History | New | 235 | 21 | 0.0% | — | 320 | +235 | New | Q4 2025 | Feb 02, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 218 | 20 | 0.02% | — | 322 | +218 | New | Q4 2025 | Feb 12, 2026 |
| BlackRock, Inc. | History | No change | 226 | 20 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Spire Wealth Management | History | Added to | 212 | 19 | 0.0% | 0.0% | 323 | +27 | 14.59% | Q4 2025 | Jan 14, 2026 |
| WealthShield Partners, LLC | History | New | 161 | 14 | 0.0% | — | 324 | +161 | New | Q4 2025 | Feb 03, 2026 |
| City State Bank | History | New | 150 | 13 | 0.0% | — | 327 | +150 | New | Q4 2025 | Jan 28, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 148 | 13 | 0.01% | 0.01% | 325 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Larson Financial Group LLC | History | No change | 150 | 13 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Aventura Private Wealth, LLC | History | No change | 120 | 11 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Bare Financial Services, Inc | History | No change | 118 | 10 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 105 | 9 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NBC SECURITIES, INC. | History | No change | 95 | 8 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Armor Investment Advisors, LLC | History | New | 82 | 7 | 0.0% | — | 332 | +82 | New | Q4 2025 | Feb 05, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 84 | 7 | 0.0% | 0.0% | 333 | -52 | -38.24% | Q4 2025 | Feb 03, 2026 |
| IMA Advisory Services, Inc. | History | New | 75 | 6 | 0.0% | — | 334 | +75 | New | Q4 2025 | Feb 11, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 65 | 6 | 0.0% | 0.0% | 335 | -37 | -36.27% | Q4 2025 | Feb 13, 2026 |
| Balentine LLC | History | Reduced | 52 | 4 | 0.0% | 0.0% | 337 | -262 | -83.44% | Q4 2025 | Feb 02, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 53 | 4 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Sound Income Strategies, LLC | History | No change | 53 | 4 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 51 | 4 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FAS Wealth Partners, Inc. | History | New | 43 | 3 | 0.0% | — | 340 | +43 | New | Q4 2025 | Feb 18, 2026 |
| TD Waterhouse Canada Inc. | History | New | 35 | 3 | 0.0% | — | 341 | +35 | New | Q4 2025 | Jan 27, 2026 |
| Motiv8 Investments LLC | History | New | 24 | 2 | 0.0% | — | 344 | +24 | New | Q4 2025 | Feb 13, 2026 |
| ST GERMAIN D J CO INC | History | No change | 26 | 2 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Clearstead Advisors, LLC | History | No change | 28 | 2 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| N.E.W. Advisory Services LLC | History | New | 21 | 1 | 0.0% | — | 345 | +21 | New | Q4 2025 | Jan 28, 2026 |
| Fortitude Family Office, LLC | History | New | 19 | 1 | 0.0% | — | 346 | +19 | New | Q4 2025 | Jan 15, 2026 |
| TBH Global Asset Management, LLC | History | Closed out | 0 | 0 | — | 1.25% | — | -68,233 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Fortis Group Advisors, LLC | History | Closed out | 0 | 0 | — | 0.48% | — | -28,848 | -100.0% | Q3 2025 | Nov 07, 2025 |
| von Borstel & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.23% | — | -15,858 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -15,658 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.04% | — | -14,593 | -100.0% | Q3 2025 | Nov 10, 2025 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -14,207 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -5,806 | -100.0% | Q3 2025 | Nov 03, 2025 |
| NWAM LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,545 | -100.0% | Q3 2025 | Feb 04, 2026 |
| MBL Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,490 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Northwest Financial Advisors | History | Closed out | 0 | 0 | — | 0.28% | — | -2,320 | -100.0% | Q3 2025 | Nov 06, 2025 |
| BARRETT & COMPANY, INC. | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Jan 28, 2026 |