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 | Added to | 13,128,939 | 1,070,402 | 0.07% | 0.08% | 1 | +186,257 | 1.44% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 7,301,993 | 617,164 | 0.16% | 0.18% | 2 | +379,364 | 5.48% | Q1 2026 | May 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 4,668,574 | 394,524 | 0.09% | 0.1% | 3 | +28,394 | 0.61% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 4,292,843 | 362,775 | 0.63% | 0.69% | 4 | +375,598 | 9.59% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,325,814 | 281,097 | 0.09% | 0.07% | 5 | +1,019,245 | 44.19% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,930,243 | 240,338 | 0.12% | 0.14% | 6 | +446,686 | 17.99% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,231,576 | 188,612 | 0.01% | 0.01% | 7 | +274,085 | 14.0% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,569,302 | 132,637 | 0.19% | 0.18% | 8 | +126,854 | 8.79% | Q1 2026 | Apr 27, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 1,558,376 | 131,714 | 0.33% | 0.34% | 9 | -32,241 | -2.03% | Q1 2026 | Apr 22, 2026 |
| CWM, LLC | History | Reduced | 1,405,248 | 118,771 | 0.31% | 0.37% | 10 | -47,174 | -3.25% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,348,530 | 113,978 | 0.02% | 0.02% | 11 | +82,289 | 6.5% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 1,266,505 | 107,045 | 0.02% | 0.02% | 12 | -22,034 | -1.71% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,234,442 | 104,335 | 0.03% | 0.03% | 13 | +125,754 | 11.34% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Added to | 1,196,206 | 101,103 | 0.11% | 0.05% | 14 | +660,186 | 123.16% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 909,712 | 76,888 | 0.01% | 0.01% | 15 | +377,289 | 70.86% | Q1 2026 | May 11, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 793,135 | 67,035 | 1.9% | 2.34% | 16 | -14,730 | -1.82% | Q1 2026 | Apr 09, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 813,173 | 65,727 | 0.13% | 0.11% | 17 | -48,244 | -5.6% | Q1 2026 | Apr 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 722,210 | 61,049 | 0.09% | 0.1% | 18 | -45,852 | -5.97% | Q1 2026 | May 15, 2026 |
| Goldstein Advisors, LLC | History | Added to | 678,390 | 57,337 | 6.37% | 6.82% | 19 | +33,591 | 5.21% | Q1 2026 | Apr 28, 2026 |
| Focus Partners Wealth | History | Added to | 669,406 | 56,578 | 0.06% | 0.07% | 20 | +2,068 | 0.31% | Q1 2026 | May 14, 2026 |
| American Trust | History | Added to | 604,032 | 51,052 | 4.51% | 4.49% | 21 | +29,081 | 5.06% | Q1 2026 | May 01, 2026 |
| GGM Financial LLC | History | Added to | 601,161 | 50,810 | 23.39% | 24.31% | 22 | +61,971 | 11.49% | Q1 2026 | May 11, 2026 |
| Provenance Wealth Advisors, LLC | History | Reduced | 558,867 | 47,235 | 5.0% | 6.0% | 23 | -24,769 | -4.24% | Q1 2026 | Apr 20, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 550,429 | 46,522 | 0.85% | 1.01% | 24 | -15,734 | -2.78% | Q1 2026 | May 11, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 524,474 | 44,328 | 1.1% | 1.11% | 25 | +42,444 | 8.81% | Q1 2026 | Apr 29, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 523,889 | 44,279 | 0.49% | 0.76% | 26 | -85,804 | -14.07% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 521,998 | 44,119 | 0.04% | 0.04% | 27 | +9,256 | 1.81% | Q1 2026 | May 12, 2026 |
| STEPH & CO | History | Added to | 517,947 | 43,776 | 12.49% | 13.32% | 28 | +19,759 | 3.97% | Q1 2026 | Apr 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 479,593 | 40,535 | 0.19% | 0.18% | 29 | +71,534 | 17.53% | Q1 2026 | Apr 24, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 458,988 | 38,793 | 0.44% | 0.49% | 30 | -8,459 | -1.81% | Q1 2026 | Apr 28, 2026 |
| Berman McAleer LLC | History | Added to | 453,276 | 38,310 | 5.23% | 5.6% | 31 | +11,533 | 2.61% | Q1 2026 | Apr 17, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 445,778 | 37,677 | 1.18% | 1.24% | 32 | +24,724 | 5.87% | Q1 2026 | May 11, 2026 |
| AlphaCore Capital LLC | History | Added to | 439,640 | 37,158 | 0.88% | 0.71% | 33 | +94,343 | 27.32% | Q1 2026 | May 15, 2026 |
| Trust Co | History | Added to | 421,866 | 35,656 | 3.34% | 3.51% | 34 | +18,597 | 4.61% | Q1 2026 | Apr 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 408,564 | 34,531 | 0.01% | 0.01% | 35 | -60,463 | -12.89% | Q1 2026 | May 05, 2026 |
| HUB Investment Partners, LLC | History | Added to | 404,453 | 34,184 | 0.82% | 0.78% | 36 | +78,004 | 23.89% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 389,605 | 32,929 | 0.0% | 0.0% | 37 | +7,140 | 1.87% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 369,434 | 31,224 | 0.03% | 0.04% | 38 | +11,171 | 3.12% | Q1 2026 | May 05, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 357,993 | 30,257 | 0.24% | 0.13% | 39 | +242,893 | 211.03% | Q1 2026 | May 15, 2026 |
| Frontier Asset Management, LLC | History | Added to | 357,252 | 30,194 | 6.33% | 6.95% | 40 | +34,071 | 10.54% | Q1 2026 | May 06, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 326,607 | 27,604 | 1.51% | 1.67% | 41 | +13,376 | 4.27% | Q1 2026 | May 11, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 307,936 | 26,026 | 0.15% | 0.17% | 42 | -26,752 | -7.99% | Q1 2026 | Apr 30, 2026 |
| Mariner, LLC | History | Reduced | 296,242 | 25,038 | 0.03% | 0.04% | 43 | -30,499 | -9.33% | Q1 2026 | May 13, 2026 |
| Advantage Trust Co | History | Added to | 285,609 | 24,139 | 10.82% | 11.61% | 44 | +7,734 | 2.78% | Q1 2026 | May 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 263,071 | 22,234 | 0.06% | 0.08% | 45 | -71,735 | -21.43% | Q1 2026 | May 04, 2026 |
| Crumly & Associates Inc. | History | Reduced | 253,779 | 21,449 | 4.51% | 5.6% | 46 | -33,668 | -11.71% | Q1 2026 | Apr 02, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 243,522 | 20,582 | 1.15% | 0.9% | 47 | +91,146 | 59.82% | Q1 2026 | Apr 29, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | Added to | 234,992 | 19,861 | 3.32% | 3.34% | 48 | +19,419 | 9.01% | Q1 2026 | Apr 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 215,646 | 18,226 | 0.01% | 0.01% | 49 | +18,419 | 9.34% | Q1 2026 | May 08, 2026 |
| Arlington Financial Advisors, LLC | History | Added to | 211,610 | 17,885 | 2.55% | 2.56% | 50 | +19,074 | 9.91% | Q1 2026 | Apr 15, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | Reduced | 208,215 | 17,598 | 3.29% | 13.37% | 51 | -560,834 | -72.93% | Q1 2026 | May 05, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 200,501 | 16,946 | 0.03% | 0.04% | 52 | -54,984 | -21.52% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 196,395 | 16,599 | 0.06% | 0.08% | 53 | -7,954 | -3.89% | Q1 2026 | Apr 30, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 195,610 | 16,532 | 1.18% | 1.23% | 54 | +10,767 | 5.82% | Q1 2026 | May 15, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 194,940 | 16,476 | 3.33% | 3.73% | 55 | +6,046 | 3.2% | Q1 2026 | Apr 24, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 194,490 | 16,438 | 0.04% | 0.05% | 56 | -10,305 | -5.03% | Q1 2026 | Apr 30, 2026 |
| Arkadios Wealth Advisors | History | Added to | 193,170 | 16,326 | 0.27% | 0.01% | 57 | +190,052 | 6095.32% | Q1 2026 | May 18, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 183,169 | 15,481 | 0.09% | 0.11% | 58 | -2,570 | -1.38% | Q1 2026 | May 05, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 181,868 | 15,372 | 7.09% | 8.24% | 59 | +7,002 | 4.0% | Q1 2026 | Apr 16, 2026 |
| Allegheny Financial Group | History | Added to | 172,227 | 14,556 | 1.96% | 1.41% | 60 | +69,899 | 68.31% | Q1 2026 | Apr 16, 2026 |
| Resolute Wealth Strategies, LLC | History | Added to | 160,789 | 13,589 | 5.86% | 6.19% | 61 | +8,578 | 5.64% | Q1 2026 | May 07, 2026 |
| &PARTNERS | History | Added to | 145,063 | 12,260 | 0.06% | 0.03% | 62 | +86,538 | 147.87% | Q1 2026 | May 15, 2026 |
| Welch Financial Planning, LLC | History | Added to | 138,201 | 11,680 | 8.4% | 9.08% | 63 | +3,777 | 2.81% | Q1 2026 | Apr 21, 2026 |
| Foundry Financial Group, Inc. | History | Added to | 136,156 | 11,507 | 5.71% | 5.45% | 64 | +18,806 | 16.03% | Q1 2026 | Apr 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 124,022 | 10,482 | 0.0% | — | 65 | +124,022 | New | Q1 2026 | May 13, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 114,663 | 9,691 | 0.32% | 0.58% | 66 | -76,506 | -40.02% | Q1 2026 | May 14, 2026 |
| MN Wealth Advisors, LLC | History | Reduced | 109,585 | 9,262 | 4.51% | 5.77% | 67 | -13,662 | -11.09% | Q1 2026 | Apr 22, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 107,844 | 9,115 | 2.69% | 2.91% | 68 | +6,455 | 6.37% | Q1 2026 | Apr 20, 2026 |
| Greenbush Financial Group, LLC | History | Reduced | 105,696 | 8,933 | 2.96% | 4.16% | 69 | -26,179 | -19.85% | Q1 2026 | Apr 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 98,963 | 8,814 | 0.06% | 0.03% | 70 | +49,793 | 101.27% | Q1 2026 | May 15, 2026 |
| Strategic Blueprint, LLC | History | Added to | 99,912 | 8,444 | 0.49% | 0.52% | 71 | +5,542 | 5.87% | Q1 2026 | Apr 29, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 99,246 | 8,388 | 0.58% | 2.18% | 72 | -256,592 | -72.11% | Q1 2026 | May 05, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 98,750 | 8,346 | 0.47% | 0.54% | 73 | +49,572 | 100.8% | Q1 2026 | Apr 22, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Reduced | 97,918 | 8,276 | 3.64% | 4.21% | 74 | -8,065 | -7.61% | Q1 2026 | May 05, 2026 |
| Western Wealth Management, LLC | History | Added to | 96,143 | 8,126 | 0.3% | 0.4% | 75 | +2,639 | 2.82% | Q1 2026 | May 19, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 90,704 | 7,666 | 0.18% | 0.3% | 76 | -43,500 | -32.41% | Q1 2026 | May 04, 2026 |
| Selby Wealth Management, LLC | History | Reduced | 87,689 | 7,411 | 2.92% | 3.31% | 77 | -750 | -0.85% | Q1 2026 | Apr 08, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 86,814 | 7,337 | 0.05% | 0.05% | 78 | +14,454 | 19.98% | Q1 2026 | Apr 14, 2026 |
| Guided Capital Wealth Management, LLC | History | Reduced | 86,474 | 7,308 | 4.82% | 5.77% | 79 | -2,280 | -2.57% | Q1 2026 | Apr 30, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 85,415 | 7,256 | 1.79% | 0.51% | 80 | +79,395 | 1318.85% | Q1 2026 | May 12, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 80,303 | 6,787 | 0.01% | 0.01% | 81 | +13,731 | 20.63% | Q1 2026 | May 13, 2026 |
| LexAurum Advisors, LLC | History | New | 80,199 | 6,778 | 0.88% | — | 82 | +80,199 | New | Q1 2026 | Apr 13, 2026 |
| Alpha Advisors, LLC/VA | History | Reduced | 78,801 | 6,660 | 5.26% | 5.81% | 83 | -2,342 | -2.89% | Q1 2026 | May 14, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 78,212 | 6,610 | 0.09% | 0.04% | 84 | +44,886 | 134.69% | Q1 2026 | May 12, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 76,009 | 6,424 | 0.12% | 0.0% | 85 | +73,117 | 2528.25% | Q1 2026 | May 07, 2026 |
| Aurdan Capital Management, LLC | History | Added to | 75,919 | 6,416 | 1.93% | 1.9% | 86 | +9,453 | 14.22% | Q1 2026 | Apr 21, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 74,854 | 6,326 | 0.18% | 0.2% | 87 | -2,508 | -3.24% | Q1 2026 | May 12, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 74,164 | 6,268 | 0.13% | 0.14% | 88 | +1,020 | 1.39% | Q1 2026 | May 14, 2026 |
| Formidable Asset Management, LLC | History | Added to | 66,749 | 6,194 | 0.96% | 0.87% | 89 | +2,796 | 4.37% | Q1 2026 | Apr 22, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 68,523 | 5,791 | 0.11% | 0.11% | 90 | -585 | -0.85% | Q1 2026 | Apr 10, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 67,440 | 5,700 | 1.03% | 1.13% | 91 | +3,042 | 4.72% | Q1 2026 | May 11, 2026 |
| Corient Private Wealth LLC | History | Added to | 64,984 | 5,492 | 0.01% | 0.01% | 92 | +8,115 | 14.27% | Q1 2026 | May 15, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Reduced | 64,521 | 5,453 | 2.2% | 2.76% | 93 | -4,663 | -6.74% | Q1 2026 | May 13, 2026 |
| Modern Wealth Management, LLC | History | Added to | 63,750 | 5,442 | 0.09% | 0.1% | 94 | +3,159 | 5.21% | Q1 2026 | May 14, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 64,023 | 5,411 | 0.13% | 0.16% | 95 | -7,609 | -10.62% | Q1 2026 | May 15, 2026 |
| Visionary Wealth Advisors | History | Reduced | 61,686 | 5,213 | 0.23% | 0.27% | 96 | -2,587 | -4.03% | Q1 2026 | May 13, 2026 |
| Echo Wealth Management, LLC | History | Reduced | 56,694 | 4,791 | 2.76% | 3.63% | 97 | -10,283 | -15.35% | Q1 2026 | Apr 21, 2026 |
| Argent Trust Co | History | Reduced | 56,202 | 4,750 | 0.16% | 0.18% | 98 | -375 | -0.66% | Q1 2026 | May 13, 2026 |
| IHT Wealth Management, LLC | History | Added to | 56,072 | 4,739 | 0.11% | 0.08% | 99 | +19,225 | 52.18% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Added to | 56,068 | 4,738 | 0.06% | 0.06% | 100 | +635 | 1.15% | Q1 2026 | Apr 28, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 55,940 | 4,728 | 0.37% | 0.43% | 101 | +6,805 | 13.85% | Q1 2026 | Apr 16, 2026 |
| Centerpoint Advisory Group | History | Reduced | 54,087 | 4,571 | 3.44% | 3.96% | 102 | -1,296 | -2.34% | Q1 2026 | Apr 29, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 50,800 | 4,293 | 0.09% | 0.08% | 103 | +7,531 | 17.41% | Q1 2026 | Apr 15, 2026 |
| FOCUSED ALPHA, LLC | History | Reduced | 50,385 | 4,258 | 1.32% | 1.7% | 104 | -11,914 | -19.12% | Q1 2026 | May 12, 2026 |
| MOTCO | History | Added to | 48,969 | 4,138 | 0.38% | 0.34% | 105 | +8,732 | 21.7% | Q1 2026 | Apr 22, 2026 |
| Greenline Wealth Management LLC | History | Added to | 48,624 | 4,109 | 4.74% | 4.47% | 106 | +2,035 | 4.37% | Q1 2026 | May 14, 2026 |
| Broadway Wealth Solutions, Inc. | History | Added to | 44,986 | 3,802 | 1.97% | 2.14% | 107 | +1,832 | 4.25% | Q1 2026 | Apr 21, 2026 |
| NorthCrest Asset Manangement, LLC | History | New | 43,981 | 3,758 | 0.12% | — | 108 | +43,981 | New | Q1 2026 | Apr 08, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 43,531 | 3,679 | 0.94% | 0.87% | 109 | +8,731 | 25.09% | Q1 2026 | Apr 29, 2026 |
| TBH Global Asset Management, LLC | History | New | 43,212 | 3,653 | 0.74% | — | 110 | +43,212 | New | Q1 2026 | Apr 22, 2026 |
| Ascent Group, LLC | History | Added to | 42,424 | 3,585 | 0.12% | 0.12% | 111 | +3,239 | 8.27% | Q1 2026 | May 15, 2026 |
| rebel Financial LLC | History | Added to | 40,947 | 3,460 | 1.5% | 1.43% | 112 | +4,949 | 13.75% | Q1 2026 | Apr 24, 2026 |
| Prospera Financial Services Inc | History | Reduced | 40,740 | 3,443 | 0.06% | 0.06% | 113 | -264 | -0.64% | Q1 2026 | Apr 14, 2026 |
| Purus Wealth Management, LLC | History | Added to | 38,521 | 3,255 | 1.04% | 0.98% | 114 | +4,562 | 13.43% | Q1 2026 | Apr 15, 2026 |
| IFP Advisors, Inc | History | Added to | 38,360 | 3,242 | 0.07% | 0.08% | 115 | +1,724 | 4.71% | Q1 2026 | Apr 13, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 36,689 | 3,100 | 0.34% | 0.02% | 116 | +34,530 | 1599.35% | Q1 2026 | Apr 28, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 36,393 | 3,076 | 2.13% | 2.21% | 117 | +315 | 0.87% | Q1 2026 | Apr 07, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 36,370 | 3,074 | 0.02% | 0.02% | 118 | +5,834 | 19.11% | Q1 2026 | May 05, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 36,139 | 3,054 | 0.24% | 0.23% | 119 | +4,880 | 15.61% | Q1 2026 | May 15, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Added to | 34,397 | 2,907 | 2.07% | 2.11% | 120 | +2,722 | 8.59% | Q1 2026 | Apr 21, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 34,121 | 2,883 | 0.62% | 0.67% | 121 | -288 | -0.84% | Q1 2026 | May 13, 2026 |
| 5T Wealth, LLC | History | Reduced | 33,902 | 2,865 | 1.13% | 1.42% | 122 | -4,308 | -11.27% | Q1 2026 | Apr 13, 2026 |
| Fermata Advisors, LLC | History | Added to | 32,806 | 2,772 | 0.62% | 0.56% | 123 | +7,772 | 31.05% | Q1 2026 | Apr 08, 2026 |
| Merited Wealth, LLC | History | Added to | 29,595 | 2,501 | 2.07% | 1.28% | 124 | +14,764 | 99.55% | Q1 2026 | Apr 24, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 29,570 | 2,499 | 0.13% | 0.12% | 125 | +4,491 | 17.91% | Q1 2026 | Apr 23, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 28,900 | 2,442 | 0.0% | 0.05% | 126 | -385,400 | -93.02% | Q1 2026 | May 15, 2026 |
| Private Wealth Partners, LLC | History | Reduced | 28,700 | 2,425 | 0.19% | 0.25% | 127 | -8,800 | -23.47% | Q1 2026 | Apr 28, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 28,656 | 2,422 | 0.12% | 0.12% | 128 | +3,603 | 14.38% | Q1 2026 | Apr 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 26,045 | 2,416 | 0.04% | 0.04% | 129 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 28,426 | 2,402 | 0.04% | 0.04% | 130 | -2,139 | -7.0% | Q1 2026 | Apr 09, 2026 |
| KINTRA WEALTH, LLC | History | New | 28,278 | 2,390 | 0.17% | — | 131 | +28,278 | New | Q1 2026 | May 15, 2026 |
| NIXON PEABODY TRUST CO | History | Added to | 28,159 | 2,379 | 0.19% | 0.19% | 132 | +982 | 3.61% | Q1 2026 | Apr 27, 2026 |
| Ascentis Independent Advisors | History | New | 28,096 | 2,374 | 0.18% | — | 133 | +28,096 | New | Q1 2026 | Apr 28, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 27,138 | 2,293 | 0.0% | 0.0% | 134 | -5,461 | -16.75% | Q1 2026 | May 15, 2026 |
| Empire Life Investments Inc. | History | Reduced | 25,938 | 2,217 | 0.13% | 0.19% | 135 | -10,482 | -28.78% | Q1 2026 | May 11, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 25,922 | 2,190 | 0.23% | 0.22% | 136 | +4,588 | 21.51% | Q1 2026 | May 11, 2026 |
| Bill Few Associates, Inc. | History | Added to | 25,854 | 2,185 | 0.52% | 0.39% | 137 | +8,908 | 52.57% | Q1 2026 | Apr 08, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 25,302 | 2,138 | 0.47% | 1.17% | 138 | -32,192 | -55.99% | Q1 2026 | May 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 25,294 | 2,137 | 0.0% | 0.0% | 139 | -2,452 | -8.84% | Q1 2026 | Apr 27, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 25,161 | 2,126 | 0.05% | 0.06% | 140 | -1,137 | -4.32% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 23,983 | 2,047 | 0.02% | 0.02% | 141 | -296 | -1.22% | Q1 2026 | Apr 07, 2026 |
| WBH ADVISORY INC | History | Added to | 23,703 | 2,023 | 0.15% | 0.15% | 142 | +1,793 | 8.18% | Q1 2026 | Apr 27, 2026 |
| ORG Partners LLC | History | No change | 21,535 | 1,998 | 0.35% | 0.35% | 143 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Semus Wealth Partners LLC | History | Reduced | 23,282 | 1,967 | 1.1% | 1.18% | 144 | -356 | -1.51% | Q1 2026 | Apr 24, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 22,953 | 1,939 | 0.37% | 0.09% | 145 | +16,712 | 267.78% | Q1 2026 | Apr 29, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 22,350 | 1,889 | 0.44% | 0.44% | 146 | +2,439 | 12.25% | Q1 2026 | May 07, 2026 |
| Elevation Wealth Management LLC | History | Reduced | 21,729 | 1,836 | 1.68% | 2.05% | 147 | -1,263 | -5.49% | Q1 2026 | May 11, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 21,597 | 1,825 | 0.35% | 0.44% | 148 | -3,215 | -12.96% | Q1 2026 | Apr 16, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 21,354 | 1,804 | 0.2% | 0.21% | 149 | +1,469 | 7.39% | Q1 2026 | May 14, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 21,311 | 1,801 | 0.13% | 0.16% | 150 | -1,052 | -4.7% | Q1 2026 | May 05, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Reduced | 21,268 | 1,797 | 0.62% | 0.85% | 151 | -3,828 | -15.25% | Q1 2026 | May 04, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Added to | 18,993 | 1,786 | 0.75% | 0.76% | 152 | +1,186 | 6.66% | Q1 2026 | May 04, 2026 |
| Heritage Wealth Management, Inc. | History | Added to | 21,078 | 1,781 | 0.88% | 0.53% | 153 | +596 | 2.91% | Q1 2026 | Apr 20, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 20,301 | 1,715 | 0.08% | 0.08% | 154 | +1,308 | 6.89% | Q1 2026 | Apr 28, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Added to | 20,255 | 1,711 | 0.46% | 0.41% | 155 | +2,434 | 13.66% | Q1 2026 | Apr 28, 2026 |
| Northwest Wealth Advisors, LLC | History | Added to | 20,036 | 1,693 | 1.21% | 1.26% | 156 | +2,534 | 14.48% | Q1 2026 | Apr 29, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 18,381 | 1,553 | 0.12% | 0.13% | 157 | +892 | 5.1% | Q1 2026 | Apr 22, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 18,165 | 1,535 | 0.04% | 0.05% | 158 | -4,847 | -21.06% | Q1 2026 | Apr 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 18,164 | 1,535 | 0.01% | 0.01% | 159 | +2,046 | 12.69% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | New | 17,060 | 1,441 | 0.0% | — | 160 | +17,060 | New | Q1 2026 | May 12, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 16,914 | 1,429 | 0.01% | 0.02% | 161 | +1,680 | 11.03% | Q1 2026 | May 12, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 16,674 | 1,409 | 0.04% | 0.03% | 162 | +3,742 | 28.94% | Q1 2026 | May 14, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 16,514 | 1,395 | 0.05% | 0.1% | 163 | +7,053 | 74.55% | Q1 2026 | May 15, 2026 |
| Oak Barrel Wealth Advisory LLC | History | No change | 14,943 | 1,386 | 0.83% | 0.83% | 164 | 0 | 0.0% | Q4 2025 | May 07, 2026 |
| Carnegie Investment Counsel | History | Added to | 15,838 | 1,338 | 0.03% | 0.03% | 165 | +220 | 1.41% | Q1 2026 | May 01, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 15,616 | 1,319 | 0.17% | 0.2% | 166 | -2,122 | -11.96% | Q1 2026 | Apr 13, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | Added to | 15,561 | 1,315 | 0.51% | 0.44% | 167 | +3,078 | 24.66% | Q1 2026 | Apr 22, 2026 |
| Vienna Asset Management LLC | History | Added to | 15,274 | 1,290 | 1.0% | 0.69% | 168 | +2,166 | 16.52% | Q1 2026 | May 12, 2026 |
| 3Chopt Investment Partners, LLC | History | Reduced | 15,019 | 1,269 | 0.29% | 0.34% | 169 | -1,122 | -6.95% | Q1 2026 | Apr 23, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 14,997 | 1,267 | 0.67% | 0.7% | 170 | +1,249 | 9.08% | Q1 2026 | Apr 24, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 14,982 | 1,266 | 0.05% | 0.02% | 172 | +8,968 | 149.12% | Q1 2026 | May 14, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 14,980 | 1,266 | 0.52% | 0.4% | 171 | +2,719 | 22.18% | Q1 2026 | Apr 14, 2026 |
| Wayfinding Financial, LLC | History | Reduced | 14,943 | 1,262 | 0.55% | 0.63% | 173 | -1,091 | -6.8% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 14,589 | 1,233 | 0.0% | 0.0% | 174 | +2,342 | 19.12% | Q1 2026 | May 07, 2026 |
| Summit Financial, LLC | History | Added to | 14,221 | 1,201 | 0.02% | 0.01% | 175 | +3,963 | 38.63% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 14,166 | 1,197 | 0.01% | 0.01% | 176 | +2,233 | 18.71% | Q1 2026 | May 08, 2026 |
| Ignite Planners, LLC | History | Added to | 13,421 | 1,156 | 0.18% | 0.15% | 177 | +2,872 | 27.23% | Q1 2026 | Apr 17, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 13,547 | 1,144 | 0.29% | 0.33% | 178 | +1,137 | 9.16% | Q1 2026 | May 08, 2026 |
| UNIQUE WEALTH, LLC | History | New | 13,508 | 1,141 | 0.16% | — | 179 | +13,508 | New | Q1 2026 | Apr 21, 2026 |
| Valmark Advisers, Inc. | History | Added to | 13,413 | 1,133 | 0.01% | 0.01% | 180 | +2,329 | 21.01% | Q1 2026 | May 01, 2026 |
| Cobblestone Asset Management LLC | History | Reduced | 12,917 | 1,091 | 0.49% | 0.54% | 181 | -57 | -0.44% | Q1 2026 | Apr 28, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 47,706 | 1,074 | 0.05% | 0.04% | 182 | -73,192 | -60.54% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 12,552 | 1,060 | 0.01% | 0.01% | 183 | +444 | 3.67% | Q1 2026 | Apr 20, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 12,434 | 1,050 | 0.0% | 0.0% | 184 | -1,515 | -10.86% | Q1 2026 | May 15, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 12,066 | 1,019 | 0.07% | 0.07% | 185 | +917 | 8.22% | Q1 2026 | Apr 10, 2026 |
| Advisory Services Network, LLC | History | Added to | 12,024 | 1,016 | 0.01% | 0.01% | 186 | +1,814 | 17.77% | Q1 2026 | May 15, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 12,470 | 1,016 | 0.34% | 0.36% | 187 | +561 | 4.71% | Q1 2026 | Apr 27, 2026 |
| John W. Brooker & Co., CPAs | History | Reduced | 11,924 | 1,007 | 1.59% | 2.76% | 188 | -4,677 | -28.17% | Q1 2026 | Apr 13, 2026 |
| Sovran Advisors, LLC | History | Added to | 10,627 | 995 | 0.08% | 0.07% | 189 | +1,193 | 12.65% | Q1 2026 | May 01, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 11,524 | 974 | 0.01% | 0.0% | 190 | +58 | 0.51% | Q1 2026 | Apr 29, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 11,306 | 955 | 0.01% | 0.01% | 191 | +783 | 7.44% | Q1 2026 | May 01, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Added to | 11,307 | 955 | 0.52% | 0.55% | 192 | +499 | 4.62% | Q1 2026 | Apr 22, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 11,038 | 936 | 0.29% | 0.26% | 193 | +2,310 | 26.47% | Q1 2026 | May 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 11,070 | 935 | 0.03% | — | 194 | +11,070 | New | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | New | 10,950 | 925 | 0.01% | — | 195 | +10,950 | New | Q1 2026 | Apr 15, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 10,782 | 911 | 0.11% | 0.19% | 196 | -6,434 | -37.37% | Q1 2026 | May 05, 2026 |
| ARWA LLC | History | Reduced | 10,278 | 909 | 0.45% | 0.67% | 197 | -2,086 | -16.87% | Q1 2026 | Apr 13, 2026 |
| Composition Wealth, LLC | History | Reduced | 10,707 | 904 | 0.01% | 0.01% | 198 | -193 | -1.77% | Q1 2026 | Apr 08, 2026 |
| Financial Partners Group, Inc | History | Added to | 10,637 | 899 | 0.11% | 0.06% | 199 | +4,865 | 84.29% | Q1 2026 | Apr 10, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 9,546 | 885 | 0.07% | 0.07% | 200 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Gotham Asset Management, LLC | History | Added to | 10,440 | 882 | 0.0% | 0.0% | 201 | +6,244 | 148.81% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | New | 10,430 | 881 | 0.0% | — | 202 | +10,430 | New | Q1 2026 | May 14, 2026 |
| SAXON INTERESTS, INC. | History | Added to | 9,882 | 835 | 0.29% | 0.23% | 203 | +2,720 | 37.98% | Q1 2026 | Apr 29, 2026 |
| HB Wealth Management, LLC | History | Added to | 9,795 | 827 | 0.01% | 0.0% | 204 | +1,574 | 19.15% | Q1 2026 | Apr 27, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 9,727 | 822 | 0.42% | 0.45% | 205 | +655 | 7.22% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 9,602 | 811 | 0.0% | 0.01% | 206 | -3,472 | -26.56% | Q1 2026 | May 08, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 9,605 | 811 | 0.19% | 0.2% | 207 | +270 | 2.89% | Q1 2026 | Apr 17, 2026 |
| Lido Advisors, LLC | History | Added to | 9,450 | 798 | 0.0% | 0.0% | 208 | +6,000 | 173.91% | Q1 2026 | May 13, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 9,038 | 763 | 0.33% | 0.34% | 209 | +997 | 12.4% | Q1 2026 | Apr 08, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 8,729 | 737 | 0.03% | 0.03% | 210 | +1,057 | 13.78% | Q1 2026 | May 07, 2026 |
| HRT FINANCIAL LP | History | New | 8,714 | 736 | 0.0% | — | 211 | +8,714 | New | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 8,579 | 725 | 0.01% | 0.0% | 212 | +5,666 | 194.51% | Q1 2026 | Apr 20, 2026 |
| Procyon Advisors, LLC | History | Added to | 8,476 | 716 | 0.04% | 0.02% | 213 | +4,050 | 91.5% | Q1 2026 | May 04, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 7,948 | 671 | 0.01% | 0.01% | 214 | +76 | 0.97% | Q1 2026 | Apr 22, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 7,840 | 663 | 0.02% | 0.02% | 215 | +1,281 | 19.53% | Q1 2026 | Apr 21, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 7,777 | 657 | 0.01% | 0.01% | 216 | +1,669 | 27.32% | Q1 2026 | Apr 23, 2026 |
| Evergreen Wealth Partners LLC | History | Added to | 7,652 | 646 | 0.49% | 0.57% | 217 | +401 | 5.53% | Q1 2026 | May 08, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 7,252 | 612 | 0.01% | 0.02% | 218 | -1,286 | -15.06% | Q1 2026 | May 15, 2026 |
| Cooper Financial Group | History | Added to | 7,143 | 603 | 0.06% | 0.07% | 219 | +398 | 5.9% | Q1 2026 | Apr 07, 2026 |
| Krilogy Financial LLC | History | Reduced | 6,388 | 586 | 0.02% | 0.02% | 220 | -325 | -4.84% | Q1 2026 | Apr 17, 2026 |
| Mayflower Financial Advisors, LLC | History | New | 6,899 | 583 | 0.07% | — | 221 | +6,899 | New | Q1 2026 | Apr 23, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 6,894 | 582 | 0.25% | 0.2% | 222 | +2,477 | 56.08% | Q1 2026 | Apr 24, 2026 |
| Opal Wealth Advisors, LLC | History | Added to | 6,867 | 580 | 0.13% | 0.11% | 223 | +2,367 | 52.6% | Q1 2026 | Apr 14, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 6,764 | 571 | 0.03% | 0.03% | 224 | -257 | -3.66% | Q1 2026 | Apr 17, 2026 |
| FAGAN ASSOCIATES, INC. | History | Added to | 6,734 | 569 | 0.08% | 0.08% | 225 | +375 | 5.9% | Q1 2026 | May 04, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 6,682 | 564 | 0.21% | 0.25% | 226 | -396 | -5.59% | Q1 2026 | Apr 09, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 6,500 | 549 | 0.0% | 0.0% | 227 | -13,300 | -67.17% | Q1 2026 | May 14, 2026 |
| Platform Technology Partners | History | No change | 6,500 | 549 | 0.11% | 0.13% | 228 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MORGAN STANLEY | History | Reduced | 6,482 | 547 | 0.0% | 0.0% | 229 | -61,546 | -90.47% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 6,062 | 512 | 0.0% | 0.0% | 230 | +5,827 | 2479.57% | Q1 2026 | May 01, 2026 |
| Asset One Wealth Management LLC | History | New | 5,471 | 504 | 0.06% | — | 231 | +5,471 | New | Q1 2026 | May 12, 2026 |
| BIP Wealth, LLC | History | Added to | 5,860 | 495 | 0.02% | 0.02% | 232 | +328 | 5.93% | Q1 2026 | Apr 27, 2026 |
| Intrua Financial, LLC | History | Added to | 5,774 | 488 | 0.05% | 0.06% | 233 | +130 | 2.3% | Q1 2026 | Apr 23, 2026 |
| Northwest Financial Advisors | History | New | 5,729 | 484 | 0.93% | — | 234 | +5,729 | New | Q1 2026 | Apr 24, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 5,606 | 473 | 0.01% | 0.01% | 235 | -259 | -4.42% | Q1 2026 | Apr 14, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Added to | 5,562 | 470 | 0.23% | 0.26% | 236 | +55 | 1.0% | Q1 2026 | May 08, 2026 |
| First PREMIER Bank | History | No change | 5,543 | 468 | 0.11% | 0.12% | 237 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 5,499 | 464 | 0.0% | 0.0% | 238 | -41,160 | -88.21% | Q1 2026 | May 15, 2026 |
| VestGen Advisors, LLC | History | Added to | 4,746 | 459 | 0.01% | 0.02% | 239 | +199 | 4.38% | Q1 2026 | May 14, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 5,359 | 452 | 0.07% | 0.09% | 240 | -1,586 | -22.84% | Q1 2026 | May 05, 2026 |
| Creative Planning | History | Reduced | 5,285 | 446 | 0.0% | 0.0% | 241 | -283 | -5.08% | Q1 2026 | May 12, 2026 |
| DAVENPORT & Co LLC | History | Added to | 5,138 | 434 | 0.0% | 0.0% | 242 | +583 | 12.8% | Q1 2026 | Apr 15, 2026 |
| Park Place Capital Corp | History | No change | 5,107 | 431 | 0.09% | 0.1% | 243 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | Added to | 5,279 | 430 | 0.02% | 0.03% | 244 | +95 | 1.83% | Q1 2026 | Apr 27, 2026 |
| Essex Financial Services, Inc. | History | Added to | 5,055 | 427 | 0.02% | 0.02% | 245 | +1,275 | 33.73% | Q1 2026 | Apr 24, 2026 |
| Emergent Wealth Advisors, LLC | History | New | 5,010 | 423 | 0.25% | — | 246 | +5,010 | New | Q1 2026 | Apr 07, 2026 |
| Wagner Wealth Management, Corp | History | Added to | 4,960 | 419 | 0.38% | 0.38% | 247 | +783 | 18.75% | Q1 2026 | May 05, 2026 |
| COMERICA BANK | History | No change | 4,431 | 411 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 4,827 | 407 | 0.0% | 0.0% | 249 | +1,697 | 54.22% | Q1 2026 | May 15, 2026 |
| GeoWealth Management, LLC | History | Reduced | 4,807 | 406 | 0.01% | 0.02% | 250 | -1,090 | -18.48% | Q1 2026 | May 13, 2026 |
| True Vision MN LLC | History | Reduced | 4,793 | 405 | 0.21% | 0.25% | 251 | -593 | -11.01% | Q1 2026 | Apr 16, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 4,779 | 403 | 0.02% | 0.02% | 252 | -500 | -9.47% | Q1 2026 | May 12, 2026 |
| SFG Wealth Management, LLC. | History | Added to | 4,743 | 400 | 0.16% | 0.1% | 253 | +2,061 | 76.85% | Q1 2026 | Apr 22, 2026 |
| Johnson Financial Group, LLC | History | New | 4,619 | 390 | 0.03% | — | 254 | +4,619 | New | Q1 2026 | May 14, 2026 |
| Kuhn & Co Investment Counsel | History | Reduced | 4,433 | 374 | 0.24% | 0.28% | 255 | -75 | -1.66% | Q1 2026 | May 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 4,223 | 360 | 0.02% | 0.03% | 256 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 4,050 | 342 | 0.13% | 0.12% | 257 | +550 | 15.71% | Q1 2026 | May 11, 2026 |
| Savvy Advisors, Inc. | History | Added to | 4,039 | 341 | 0.01% | 0.01% | 258 | +1,237 | 44.15% | Q1 2026 | May 11, 2026 |
| Nautilus Advisors LLC | History | Reduced | 4,037 | 341 | 0.23% | 0.26% | 259 | -211 | -4.97% | Q1 2026 | Apr 17, 2026 |
| NVWM, LLC | History | No change | 4,015 | 339 | 0.08% | 0.08% | 260 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 4,007 | 338 | 0.03% | 0.03% | 261 | +319 | 8.65% | Q1 2026 | Apr 30, 2026 |
| World Investment Advisors | History | Reduced | 3,964 | 335 | 0.01% | 0.01% | 262 | -310 | -7.25% | Q1 2026 | Apr 27, 2026 |
| ADG Wealth Management Group, LLC | History | Added to | 3,970 | 335 | 0.23% | 0.27% | 263 | +184 | 4.86% | Q1 2026 | Apr 21, 2026 |
| Vise Technologies, Inc. | History | No change | 3,576 | 331 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Plan Group Financial, LLC | History | Added to | 3,908 | 330 | 0.08% | 0.09% | 265 | +313 | 8.71% | Q1 2026 | Apr 13, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 3,579 | 302 | 0.03% | 0.07% | 267 | -3,258 | -47.65% | Q1 2026 | Apr 22, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 3,574 | 302 | 0.0% | 0.0% | 266 | +692 | 24.01% | Q1 2026 | May 13, 2026 |
| Westside Investment Management, Inc. | History | No change | 3,517 | 300 | 0.05% | 0.05% | 268 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Brand Asset Management Group, Inc. | History | New | 3,446 | 291 | 0.08% | — | 269 | +3,446 | New | Q1 2026 | May 11, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 3,419 | 288 | 0.0% | 0.0% | 270 | -2,211 | -39.27% | Q1 2026 | May 13, 2026 |
| Retirement Planning Group, LLC | History | New | 3,354 | 283 | 0.01% | — | 271 | +3,354 | New | Q1 2026 | May 04, 2026 |
| Quantinno Capital Management LP | History | Added to | 3,307 | 279 | 0.0% | 0.0% | 272 | +984 | 42.36% | Q1 2026 | May 15, 2026 |
| Colonial Trust Co / SC | History | Added to | 3,287 | 277 | 0.04% | 0.03% | 273 | +753 | 29.72% | Q1 2026 | May 12, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | New | 3,267 | 276 | 0.03% | — | 274 | +3,267 | New | Q1 2026 | Apr 27, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 3,229 | 272 | 0.0% | 0.0% | 275 | +145 | 4.7% | Q1 2026 | May 14, 2026 |
| Inspire Advisors, LLC | History | New | 3,109 | 262 | 0.02% | — | 276 | +3,109 | New | Q1 2026 | May 15, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 3,000 | 253 | 0.02% | 0.02% | 277 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Added to | 2,889 | 244 | 0.0% | 0.0% | 278 | +743 | 34.62% | Q1 2026 | May 13, 2026 |
| PFG Investments, LLC | History | Added to | 2,868 | 242 | 0.01% | 0.01% | 279 | +83 | 2.98% | Q1 2026 | Apr 27, 2026 |
| LUTS & GREENLEIGH GROUP, INC. | History | Added to | 2,861 | 241 | 0.19% | 0.21% | 280 | +177 | 6.59% | Q1 2026 | May 05, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 2,511 | 233 | 0.05% | 0.05% | 281 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| Aegis Wealth Management, Inc. | History | Reduced | 2,681 | 226 | 0.18% | 0.22% | 282 | -327 | -10.87% | Q1 2026 | Apr 20, 2026 |
| MBA Advisors LLC | History | No change | 2,650 | 223 | 0.09% | 0.1% | 283 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 2,627 | 222 | 0.07% | 0.07% | 284 | +240 | 10.05% | Q1 2026 | Apr 24, 2026 |
| Empirical Asset Management, LLC | History | Added to | 2,620 | 221 | 0.06% | 0.07% | 285 | +26 | 1.0% | Q1 2026 | May 11, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Reduced | 2,612 | 220 | 0.05% | 0.06% | 286 | -223 | -7.87% | Q1 2026 | May 08, 2026 |
| STRATEGIC PLANNING GROUP, LLC | History | Added to | 2,579 | 218 | 0.03% | 0.03% | 287 | +84 | 3.37% | Q1 2026 | Apr 22, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 2,537 | 214 | 0.0% | 0.0% | 288 | +284 | 12.61% | Q1 2026 | Apr 07, 2026 |
| AAF Wealth Management, LLC | History | No change | 2,505 | 211 | 0.09% | 0.1% | 289 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Kelly Financial Services LLC | History | New | 2,488 | 210 | 0.05% | — | 290 | +2,488 | New | Q1 2026 | Apr 13, 2026 |
| KPP Advisory Services LLC | History | No change | 2,438 | 206 | 0.03% | 0.03% | 291 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Riverstone Advisors, LLC | History | Reduced | 2,388 | 201 | 0.1% | 0.12% | 292 | -260 | -9.82% | Q1 2026 | Apr 21, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 2,352 | 198 | 0.03% | 0.03% | 294 | +253 | 12.05% | Q1 2026 | May 15, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 2,353 | 198 | 0.06% | 0.07% | 293 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,183 | 184 | 0.0% | 0.01% | 295 | -1,008 | -31.59% | Q1 2026 | May 15, 2026 |
| Crewe Advisors LLC | History | No change | 1,811 | 153 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Root Financial Partners, LLC | History | Reduced | 1,805 | 152 | 0.01% | 0.01% | 297 | -1,035 | -36.44% | Q1 2026 | Apr 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,657 | 140 | 0.0% | 0.0% | 298 | +5 | 0.3% | Q1 2026 | May 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 1,457 | 123 | 0.01% | — | 299 | +1,457 | New | Q1 2026 | May 18, 2026 |
| BlackRock, Inc. | History | Added to | 1,450 | 122 | 0.0% | 0.0% | 300 | +1,224 | 541.59% | Q1 2026 | May 13, 2026 |