J.P. Morgan Exchange-Traded Fund Trust - JIRE
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 | Reduced | 56,628,680 | 4,652,046 | 0.26% | 0.27% | 1 | -296,968 | -0.52% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | Added to | 6,667,205 | 549,977 | 0.12% | 0.13% | 2 | +228,460 | 3.55% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | Added to | 3,725,312 | 307,300 | 0.01% | 0.01% | 3 | +196,912 | 5.58% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 3,208,978 | 264,708 | 0.06% | 0.06% | 4 | +108,160 | 3.49% | Q2 2026 | Aug 03, 2026 |
| EASTERN BANK | History | Added to | 2,293,479 | 189,189 | 2.9% | 2.64% | 5 | +260,638 | 12.82% | Q2 2026 | Jul 01, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 2,000,314 | 165,005 | 0.34% | 0.36% | 6 | +271,535 | 15.71% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,889,756 | 155,885 | 0.2% | 0.19% | 7 | +103,238 | 5.78% | Q2 2026 | Jul 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,848,441 | 152,477 | 0.04% | 0.04% | 8 | +233,774 | 14.48% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 1,912,801 | 144,875 | 0.38% | 0.38% | 9 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 1,671,130 | 137,851 | 1.3% | 1.42% | 10 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 1,606,508 | 132,520 | 0.98% | 0.96% | 11 | +150,580 | 10.34% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,574,842 | 129,909 | 0.25% | 0.28% | 12 | +90,975 | 6.13% | Q2 2026 | Aug 05, 2026 |
| Lido Advisors, LLC | History | Added to | 1,545,466 | 127,485 | 0.35% | 0.02% | 13 | +1,479,348 | 2237.44% | Q2 2026 | Aug 07, 2026 |
| ASSETMARK, INC | History | Reduced | 1,394,660 | 115,045 | 0.2% | 0.23% | 14 | -86,896 | -5.87% | Q2 2026 | Jul 30, 2026 |
| Cetera Investment Advisers | History | Added to | 1,323,787 | 109,199 | 0.1% | 0.1% | 15 | +41,391 | 3.23% | Q2 2026 | Aug 12, 2026 |
| Bogart Wealth, LLC | History | Added to | 1,248,235 | 102,966 | 3.53% | 3.56% | 16 | +29,302 | 2.4% | Q2 2026 | Jul 24, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 1,215,609 | 100,275 | 0.94% | 1.02% | 17 | -120 | -0.01% | Q2 2026 | Aug 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 1,206,292 | 99,507 | 1.53% | 1.53% | 18 | +96,754 | 8.72% | Q2 2026 | Aug 03, 2026 |
| Invesco Ltd. | History | No change | 918,000 | 75,725 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 915,678 | 75,534 | 6.01% | 6.29% | 20 | -1,141 | -0.12% | Q2 2026 | Jul 22, 2026 |
| Hughes Financial Services, LLC | History | Added to | 907,369 | 74,848 | 9.92% | 9.94% | 21 | +53,031 | 6.21% | Q2 2026 | Jul 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 860,002 | 70,945 | 0.08% | 0.08% | 22 | +168,329 | 24.34% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 842,940 | 69,534 | 1.1% | 1.12% | 23 | +29,846 | 3.67% | Q2 2026 | Aug 10, 2026 |
| Richard P Slaughter Associates Inc | History | Added to | 791,687 | 65,306 | 12.8% | 12.65% | 24 | +18,890 | 2.44% | Q2 2026 | Jul 13, 2026 |
| New England Professional Planning Group Inc. | History | Reduced | 761,909 | 62,849 | 23.46% | 24.62% | 25 | -15,813 | -2.03% | Q2 2026 | Jul 28, 2026 |
| Private Advisor Group, LLC | History | Reduced | 748,700 | 61,760 | 0.28% | 0.34% | 26 | -201,613 | -21.22% | Q2 2026 | Jul 27, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 745,277 | 61,477 | 0.81% | 0.79% | 27 | +31,311 | 4.39% | Q2 2026 | Jul 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 725,716 | 58,949 | 0.02% | 0.02% | 28 | +106,400 | 17.18% | Q2 2026 | Aug 14, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 644,750 | 53,185 | 0.68% | 0.71% | 29 | -9,290 | -1.42% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 603,856 | 49,748 | 0.01% | 0.01% | 30 | +31,619 | 5.53% | Q2 2026 | Aug 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 592,253 | 48,854 | 1.19% | 1.17% | 31 | +101,802 | 20.76% | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 522,486 | 43,100 | 0.1% | 0.1% | 32 | +22,687 | 4.54% | Q2 2026 | Jul 27, 2026 |
| First Financial Bank - Trust Division | History | Added to | 506,500 | 41,781 | 2.98% | 3.05% | 33 | +6,516 | 1.3% | Q2 2026 | Jul 01, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 480,390 | 39,627 | 3.73% | 3.65% | 34 | +12,970 | 2.77% | Q2 2026 | Jul 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 467,614 | 38,573 | 1.09% | 1.15% | 35 | +5,893 | 1.28% | Q2 2026 | Aug 10, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 463,659 | 38,247 | 0.46% | 0.62% | 36 | -4,929 | -1.05% | Q2 2026 | Aug 13, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Reduced | 459,051 | 37,867 | 8.41% | 9.46% | 37 | -37,437 | -7.54% | Q2 2026 | Jul 14, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 436,465 | 36,003 | 1.79% | 1.54% | 38 | +72,116 | 19.79% | Q2 2026 | Jul 28, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 426,403 | 35,173 | 0.56% | — | 39 | +426,403 | New | Q2 2026 | Aug 14, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 421,018 | 34,729 | 1.07% | 1.12% | 40 | +27,746 | 7.06% | Q2 2026 | Aug 07, 2026 |
| HighPoint Advisor Group LLC | History | Reduced | 406,840 | 33,560 | 1.18% | 1.76% | 41 | -148,720 | -26.77% | Q2 2026 | Aug 05, 2026 |
| Francis Financial, Inc. | History | Added to | 396,161 | 32,679 | 5.35% | 5.49% | 42 | +5,378 | 1.38% | Q2 2026 | Aug 10, 2026 |
| EdgeRock Capital LLC | History | Added to | 378,709 | 31,239 | 7.08% | 7.43% | 43 | +16,234 | 4.48% | Q2 2026 | Jul 24, 2026 |
| Madison Asset Management, LLC | History | Added to | 371,195 | 30,619 | 0.37% | 0.31% | 44 | +35,934 | 10.72% | Q2 2026 | Aug 10, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 365,229 | 30,127 | 0.65% | 0.65% | 45 | +57,131 | 18.54% | Q2 2026 | Jul 17, 2026 |
| National Philanthropic Trust | History | Reduced | 352,131 | 29,047 | 0.42% | 0.33% | 46 | -58,679 | -14.28% | Q2 2026 | Aug 14, 2026 |
| Kendall Capital Management | History | Added to | 349,767 | 28,852 | 4.81% | 5.2% | 47 | +15,026 | 4.49% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 348,086 | 28,714 | 0.0% | 0.0% | 48 | +51,350 | 17.3% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 333,887 | 27,542 | 0.01% | 0.01% | 49 | +40,998 | 14.0% | Q2 2026 | Aug 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 327,267 | 26,996 | 0.05% | 0.04% | 50 | +24,001 | 7.91% | Q2 2026 | Aug 14, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 351,683 | 26,636 | 1.08% | 1.17% | 51 | +28,273 | 8.74% | Q2 2026 | Jul 09, 2026 |
| Elk River Wealth Management LLC | History | Reduced | 322,334 | 26,589 | 4.24% | 4.68% | 52 | -49,393 | -13.29% | Q2 2026 | Aug 12, 2026 |
| Southern Farm Bureau Life Insurance | History | No change | 322,180 | 26,577 | 2.54% | 2.57% | 53 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bluespring Wealth Management, LLC | History | New | 309,337 | 25,517 | 0.49% | — | 54 | +309,337 | New | Q2 2026 | Aug 11, 2026 |
| Choice Wealth Advisors LLC | History | Added to | 305,647 | 25,212 | 8.85% | 9.0% | 55 | +2,883 | 0.95% | Q2 2026 | Jul 09, 2026 |
| Capital Planning Advisors, LLC | History | No change | 325,345 | 24,641 | 3.56% | 3.56% | 56 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 295,486 | 24,374 | 0.16% | 0.2% | 57 | -37,325 | -11.22% | Q2 2026 | Sep 08, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 294,898 | 24,326 | 0.04% | 0.04% | 58 | -797 | -0.27% | Q2 2026 | Aug 13, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 290,502 | 23,963 | 1.46% | 1.49% | 59 | +13,496 | 4.87% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 287,036 | 23,677 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Reduced | 277,196 | 22,866 | 0.0% | 0.0% | 61 | -30,199 | -9.82% | Q2 2026 | Aug 13, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 261,833 | 21,598 | 0.38% | 0.39% | 62 | +4,748 | 1.85% | Q2 2026 | Jul 31, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 255,786 | 21,099 | 0.08% | 0.1% | 63 | -4,600 | -1.77% | Q2 2026 | Aug 11, 2026 |
| Family Investment Center, Inc. | History | Reduced | 250,069 | 20,628 | 3.43% | 4.0% | 64 | -24,406 | -8.89% | Q2 2026 | Jul 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 243,818 | 20,112 | 0.0% | 0.0% | 65 | +7,457 | 3.15% | Q2 2026 | Aug 14, 2026 |
| Leo Wealth, LLC | History | No change | 263,346 | 19,945 | 1.45% | 1.45% | 66 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | Added to | 241,190 | 19,944 | 2.01% | 1.93% | 67 | +23,249 | 10.67% | Q2 2026 | Sep 02, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 226,552 | 18,688 | 3.47% | 3.35% | 68 | +12,573 | 5.88% | Q2 2026 | Jul 24, 2026 |
| Navigation Group, LLC | History | Added to | 222,982 | 18,393 | 3.58% | 3.91% | 69 | +2,594 | 1.18% | Q2 2026 | Jul 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 204,717 | 16,887 | 0.0% | 0.0% | 70 | +195,344 | 2084.11% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 204,582 | 16,875 | 0.0% | 0.0% | 71 | -134,400 | -39.65% | Q2 2026 | Sep 02, 2026 |
| Equitable Holdings, Inc. | History | Added to | 191,388 | 15,625 | 0.09% | 0.09% | 72 | +795 | 0.42% | Q2 2026 | Aug 17, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 188,631 | 15,560 | 1.81% | 1.5% | 73 | +45,749 | 32.02% | Q2 2026 | Jul 21, 2026 |
| Bryant Woods Investment Advisors, LLC | History | Added to | 164,127 | 13,538 | 3.76% | 4.2% | 74 | +13,304 | 8.82% | Q2 2026 | Jul 22, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 160,539 | 13,243 | 0.08% | 0.1% | 75 | -13,943 | -7.99% | Q2 2026 | Jul 20, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Added to | 156,154 | 12,881 | 1.75% | 1.65% | 76 | +9,337 | 6.36% | Q2 2026 | Jul 20, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 151,733 | 12,516 | 0.0% | 0.0% | 77 | -16,876 | -10.01% | Q2 2026 | Aug 14, 2026 |
| ForthRight Wealth Management, LLC | History | Added to | 139,694 | 11,523 | 2.95% | 2.61% | 78 | +18,081 | 14.87% | Q2 2026 | Aug 07, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 139,052 | 11,470 | 1.13% | 1.09% | 79 | +8,635 | 6.62% | Q2 2026 | Jul 28, 2026 |
| FULTON BANK, N.A. | History | Added to | 137,763 | 11,364 | 0.35% | 0.22% | 80 | +54,270 | 65.0% | Q2 2026 | Jul 09, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 136,116 | 11,228 | 0.83% | 0.78% | 81 | +8,069 | 6.3% | Q2 2026 | Jul 29, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 135,563 | 11,182 | 0.05% | 0.01% | 82 | +116,976 | 629.34% | Q2 2026 | Aug 13, 2026 |
| Providence Financial Advisors, LLC | History | Added to | 131,791 | 10,871 | 6.18% | 5.19% | 83 | +11,629 | 9.68% | Q2 2026 | Jul 31, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 130,066 | 10,729 | 0.17% | 0.17% | 84 | +9,049 | 7.48% | Q2 2026 | Aug 07, 2026 |
| SIMA Wealth Partners, LLC | History | Reduced | 127,757 | 10,538 | 7.47% | 7.5% | 85 | -2,302 | -1.77% | Q2 2026 | Jul 28, 2026 |
| MN Wealth Advisors, LLC | History | Added to | 123,012 | 10,147 | 4.32% | 4.14% | 86 | +10,574 | 9.4% | Q2 2026 | Jul 23, 2026 |
| KINTRA WEALTH, LLC | History | New | 116,543 | 10,015 | 0.52% | — | 87 | +116,543 | New | Q2 2026 | Aug 14, 2026 |
| First National Bank of Mount Dora, Trust Investment Services | History | Added to | 116,071 | 9,574 | 1.92% | 1.81% | 88 | +5,366 | 4.85% | Q2 2026 | Jul 08, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 114,165 | 9,417 | 1.74% | 1.72% | 89 | +1,647 | 1.46% | Q2 2026 | Jul 24, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 107,579 | 8,891 | 1.1% | 0.88% | 90 | +43,022 | 66.64% | Q2 2026 | Jul 24, 2026 |
| Base Wealth Management LLC | History | Added to | 101,496 | 8,372 | 3.89% | 4.1% | 91 | +4,724 | 4.88% | Q2 2026 | Jul 22, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 100,509 | 8,290 | 2.45% | 2.42% | 92 | +541 | 0.54% | Q2 2026 | Jul 23, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 94,221 | 7,772 | 0.01% | 0.01% | 93 | +9,704 | 11.48% | Q2 2026 | Aug 12, 2026 |
| Investors Portfolio Services LLC | History | Added to | 92,647 | 7,642 | 5.83% | 5.53% | 94 | +13,925 | 17.69% | Q2 2026 | Aug 14, 2026 |
| Centerline Wealth Advisors, LLC | History | Added to | 90,672 | 7,479 | 2.34% | 2.42% | 95 | +1,905 | 2.15% | Q2 2026 | Jul 17, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 83,410 | 6,880 | 0.11% | 0.17% | 96 | +12,463 | 17.57% | Q2 2026 | Jul 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 83,272 | 6,869 | 0.0% | — | 97 | +83,272 | New | Q2 2026 | Aug 14, 2026 |
| Kaizen Financial Strategies | History | Reduced | 81,885 | 6,691 | 2.17% | 2.99% | 98 | -6,275 | -7.12% | Q2 2026 | Jul 30, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 79,235 | 6,536 | 1.12% | 1.08% | 99 | +6,951 | 9.62% | Q2 2026 | Aug 14, 2026 |
| Merited Wealth, LLC | History | Added to | 78,836 | 6,503 | 4.6% | 2.31% | 100 | +42,127 | 114.76% | Q2 2026 | Aug 14, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 76,802 | 6,335 | 0.08% | 0.06% | 101 | +18,319 | 31.32% | Q2 2026 | Aug 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 76,370 | 6,308 | 0.01% | 0.01% | 102 | -3,989 | -4.96% | Q2 2026 | Jul 15, 2026 |
| Ascent Group, LLC | History | Reduced | 75,733 | 6,247 | 0.19% | 0.21% | 103 | -3,757 | -4.73% | Q2 2026 | Aug 03, 2026 |
| SACKS & ASSOCIATES, LLC | History | Added to | 72,494 | 6,050 | 4.08% | 4.03% | 104 | +859 | 1.2% | Q2 2026 | Aug 04, 2026 |
| Cooper Financial Group | History | Added to | 71,862 | 5,927 | 0.49% | 0.29% | 105 | +34,594 | 92.82% | Q2 2026 | Jul 08, 2026 |
| Financial Connections Group, Inc. | History | No change | 74,025 | 5,606 | 1.95% | 1.95% | 106 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Reduced | 66,634 | 5,496 | 2.54% | 2.53% | 107 | -100 | -0.15% | Q2 2026 | Aug 04, 2026 |
| Apella Capital, LLC | History | Reduced | 65,685 | 5,422 | 0.08% | 0.08% | 108 | -3,266 | -4.74% | Q2 2026 | Jul 08, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 61,862 | 5,102 | 0.98% | 0.46% | 109 | +30,602 | 97.9% | Q2 2026 | Jul 28, 2026 |
| Hopwood Nicholas Hunter | History | Added to | 61,202 | 5,048 | 1.38% | 1.4% | 110 | +3,239 | 5.59% | Q2 2026 | Aug 14, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 58,934 | 4,861 | 0.02% | 0.02% | 111 | +1,577 | 2.75% | Q2 2026 | Aug 11, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 58,055 | 4,788 | 0.1% | 0.1% | 112 | -798 | -1.36% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | New | 57,379 | 4,733 | 0.03% | — | 113 | +57,379 | New | Q2 2026 | Aug 10, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 62,194 | 4,710 | 0.12% | 0.12% | 114 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| VESTOR CAPITAL, LLC | History | Reduced | 30,350 | 4,501 | 0.28% | 1.79% | 115 | -296,175 | -90.71% | Q2 2026 | Jul 28, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 54,386 | 4,486 | 0.22% | 0.03% | 116 | +46,466 | 586.69% | Q2 2026 | Jul 24, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 53,706 | 4,430 | 0.01% | 0.02% | 117 | -8,426 | -13.56% | Q2 2026 | Aug 12, 2026 |
| Storen Legacy Partners, LLC | History | Added to | 53,510 | 4,414 | 1.2% | 1.23% | 118 | +1,819 | 3.52% | Q2 2026 | Jul 17, 2026 |
| MCDONALD PARTNERS LLC | History | Added to | 52,877 | 4,361 | 1.06% | 0.44% | 119 | +28,050 | 112.98% | Q2 2026 | Jul 28, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 52,065 | 4,294 | 0.05% | 0.04% | 120 | +9,992 | 23.75% | Q2 2026 | Aug 18, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 50,326 | 4,151 | 0.38% | 0.37% | 121 | +4,418 | 9.62% | Q2 2026 | Aug 11, 2026 |
| Ignite Planners, LLC | History | Added to | 48,293 | 3,985 | 0.55% | 0.54% | 122 | +2,387 | 5.2% | Q2 2026 | Jul 23, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 48,149 | 3,971 | 0.0% | 0.0% | 123 | +8,496 | 21.43% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 47,082 | 3,883 | 0.08% | 0.08% | 124 | +2,725 | 6.14% | Q2 2026 | Aug 13, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 44,243 | 3,649 | 0.33% | 0.16% | 125 | +25,093 | 131.03% | Q2 2026 | Jul 22, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 43,293 | 3,571 | 0.04% | 0.04% | 126 | -3,865 | -8.2% | Q2 2026 | Aug 10, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 40,218 | 3,317 | 0.2% | 0.26% | 127 | -6,973 | -14.78% | Q2 2026 | Aug 07, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | New | 40,004 | 3,299 | 0.86% | — | 128 | +40,004 | New | Q2 2026 | Jul 09, 2026 |
| Global Retirement Partners, LLC | History | New | 39,444 | 3,253 | 0.05% | — | 129 | +39,444 | New | Q2 2026 | Aug 06, 2026 |
| WBH ADVISORY INC | History | Added to | 37,865 | 3,123 | 0.21% | 0.2% | 130 | +2,897 | 8.28% | Q2 2026 | Aug 05, 2026 |
| Western Wealth Management, LLC | History | Added to | 37,389 | 3,084 | 0.1% | 0.1% | 131 | +4,358 | 13.19% | Q2 2026 | Aug 14, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 36,501 | 3,010 | 0.27% | 0.4% | 132 | -13,424 | -26.89% | Q2 2026 | Jul 16, 2026 |
| 5T Wealth, LLC | History | Added to | 36,062 | 2,974 | 1.11% | 1.06% | 133 | +589 | 1.66% | Q2 2026 | Jul 21, 2026 |
| 1015 Capital Partners, LLC | History | Added to | 35,920 | 2,963 | 2.48% | 2.01% | 134 | +8,660 | 31.77% | Q2 2026 | Jul 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 35,800 | 2,953 | 0.03% | 0.03% | 135 | -299 | -0.83% | Q2 2026 | Jul 28, 2026 |
| Purus Wealth Management, LLC | History | Added to | 34,904 | 2,879 | 0.79% | 0.82% | 136 | +1,099 | 3.25% | Q2 2026 | Jul 13, 2026 |
| Mutual Advisors, LLC | History | Added to | 34,859 | 2,875 | 0.05% | 0.06% | 137 | +707 | 2.07% | Q2 2026 | Aug 14, 2026 |
| Red Mountain Financial, LLC | History | Added to | 33,935 | 2,799 | 2.35% | 2.23% | 138 | +2,731 | 8.75% | Q2 2026 | Jul 21, 2026 |
| Sharkey, Howes & Javer | History | Added to | 33,345 | 2,750 | 0.33% | 0.32% | 139 | +1,951 | 6.21% | Q2 2026 | Jul 09, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 33,264 | 2,743 | 0.0% | 0.0% | 140 | +1,716 | 5.44% | Q2 2026 | Jul 28, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 33,003 | 2,722 | 0.01% | 0.01% | 141 | +3,947 | 13.58% | Q2 2026 | Jul 28, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 32,692 | 2,696 | 0.04% | 0.05% | 142 | +2,163 | 7.09% | Q2 2026 | Jul 31, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 32,608 | 2,689 | 0.49% | 0.5% | 143 | -70 | -0.21% | Q2 2026 | Aug 05, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 32,418 | 2,674 | 0.07% | 0.07% | 144 | -565 | -1.71% | Q2 2026 | Jul 02, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 30,524 | 2,517 | 0.57% | 0.59% | 145 | -469 | -1.51% | Q2 2026 | Aug 13, 2026 |
| HB Wealth Management, LLC | History | Reduced | 30,404 | 2,508 | 0.01% | 0.01% | 146 | -46 | -0.15% | Q2 2026 | Jul 29, 2026 |
| IFP Advisors, Inc | History | Added to | 29,877 | 2,464 | 0.04% | 0.03% | 147 | +8,004 | 36.59% | Q2 2026 | Jul 20, 2026 |
| VALICENTI ADVISORY SERVICES INC | History | Added to | 28,878 | 2,382 | 0.45% | 0.46% | 148 | +1,041 | 3.74% | Q2 2026 | Jul 16, 2026 |
| Peck Wealth Management, LLC | History | Reduced | 28,888 | 2,382 | 2.01% | 2.2% | 149 | -100 | -0.34% | Q2 2026 | Jul 31, 2026 |
| Independence Asset Advisors, LLC | History | Added to | 28,178 | 2,324 | 0.61% | 0.76% | 150 | +500 | 1.81% | Q2 2026 | Jul 15, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 27,563 | 2,273 | 0.41% | 1.24% | 151 | -46,607 | -62.84% | Q2 2026 | Aug 11, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 27,248 | 2,247 | 0.5% | 0.6% | 152 | -3,843 | -12.36% | Q2 2026 | Aug 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 26,953 | 2,223 | 0.0% | 0.0% | 153 | +2,966 | 12.37% | Q2 2026 | Aug 07, 2026 |
| Parcion Private Wealth LLC | History | No change | 26,473 | 2,183 | 0.12% | 0.12% | 154 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wayfinding Financial, LLC | History | Added to | 26,189 | 2,160 | 0.82% | 0.84% | 155 | +593 | 2.32% | Q2 2026 | Aug 13, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 26,006 | 2,145 | 0.41% | 0.26% | 156 | +11,891 | 84.24% | Q2 2026 | Aug 07, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 25,569 | 2,109 | 0.07% | 0.07% | 157 | -436 | -1.68% | Q2 2026 | Jul 31, 2026 |
| Elevation Wealth Management LLC | History | Added to | 25,072 | 2,068 | 1.55% | 1.68% | 158 | +818 | 3.37% | Q2 2026 | Jul 29, 2026 |
| Vise Technologies, Inc. | History | Added to | 24,321 | 2,006 | 0.02% | 0.03% | 159 | +1,955 | 8.74% | Q2 2026 | Aug 10, 2026 |
| HighTower Advisors, LLC | History | Added to | 24,117 | 1,989 | 0.0% | 0.0% | 160 | +829 | 3.56% | Q2 2026 | Aug 05, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 23,778 | 1,961 | 0.09% | 0.09% | 161 | +1,270 | 5.64% | Q2 2026 | Jul 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 23,334 | 1,924 | 0.02% | 0.0% | 162 | +17,057 | 271.74% | Q2 2026 | Jul 17, 2026 |
| Quantum Financial Planning Services, Inc. | History | Added to | 23,281 | 1,920 | 0.6% | 0.32% | 163 | +11,342 | 95.0% | Q2 2026 | Jul 15, 2026 |
| LANE BROTHERS & CO INC | History | Added to | 23,264 | 1,919 | 1.26% | 1.23% | 164 | +885 | 3.95% | Q2 2026 | Aug 05, 2026 |
| Dakota Wealth Management | History | Reduced | 23,123 | 1,907 | 0.04% | 0.04% | 165 | -668 | -2.81% | Q2 2026 | Aug 07, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 23,071 | 1,903 | 0.33% | 0.06% | 166 | +18,908 | 454.19% | Q2 2026 | Jul 02, 2026 |
| Atria Investments, Inc | History | Added to | 22,950 | 1,893 | 0.02% | 0.02% | 167 | +2,244 | 10.84% | Q2 2026 | Jul 28, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 22,788 | 1,879 | 0.21% | 0.22% | 168 | +179 | 0.79% | Q2 2026 | Aug 10, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 22,410 | 1,848 | 0.11% | 0.11% | 169 | -13,746 | -38.02% | Q2 2026 | Aug 04, 2026 |
| World Investment Advisors | History | Added to | 22,700 | 1,806 | 0.03% | 0.03% | 170 | +208 | 0.92% | Q2 2026 | Aug 13, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 21,649 | 1,785 | 0.11% | 0.11% | 171 | +829 | 3.98% | Q2 2026 | Aug 11, 2026 |
| DAVENPORT & Co LLC | History | Added to | 21,365 | 1,762 | 0.01% | 0.0% | 172 | +12,013 | 128.45% | Q2 2026 | Jul 13, 2026 |
| First Bank & Trust | History | Added to | 21,125 | 1,742 | 0.26% | 0.21% | 173 | +3,656 | 20.93% | Q2 2026 | Jul 09, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Reduced | 20,957 | 1,728 | 2.64% | 2.96% | 174 | -760 | -3.5% | Q2 2026 | Jul 16, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 20,011 | 1,650 | 0.0% | 0.0% | 175 | -9,517 | -32.23% | Q2 2026 | Aug 19, 2026 |
| Saxony Capital Management, LLC | History | Added to | 19,376 | 1,598 | 0.73% | 0.59% | 176 | +5,934 | 44.15% | Q2 2026 | Jul 15, 2026 |
| Balefire, LLC | History | Reduced | 19,154 | 1,580 | 0.26% | 0.29% | 177 | -1,090 | -5.38% | Q2 2026 | Jul 07, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 19,139 | 1,578 | 0.54% | 0.6% | 178 | -572 | -2.9% | Q2 2026 | Aug 12, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 19,119 | 1,577 | 0.1% | 0.02% | 179 | +16,414 | 606.8% | Q2 2026 | Jul 27, 2026 |
| PLANNING DIRECTIONS INC | History | Reduced | 19,116 | 1,576 | 0.73% | 0.75% | 180 | -571 | -2.9% | Q2 2026 | Aug 10, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 19,078 | 1,573 | 0.03% | 0.03% | 181 | -240 | -1.24% | Q2 2026 | Aug 06, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 18,607 | 1,534 | 0.29% | 0.29% | 182 | +1,362 | 7.9% | Q2 2026 | Aug 21, 2026 |
| Essex Financial Services, Inc. | History | Added to | 18,522 | 1,527 | 0.08% | 0.04% | 183 | +8,793 | 90.38% | Q2 2026 | Aug 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 18,463 | 1,523 | 0.0% | 0.0% | 184 | +1,243 | 7.22% | Q2 2026 | Aug 13, 2026 |
| 3Chopt Investment Partners, LLC | History | Reduced | 18,021 | 1,486 | 0.28% | 0.32% | 185 | -334 | -1.82% | Q2 2026 | Jul 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 17,299 | 1,427 | 0.07% | 0.08% | 186 | -102 | -0.59% | Q2 2026 | Jul 28, 2026 |
| Ruggaard & Associates LLC | History | Added to | 16,630 | 1,371 | 0.49% | 0.44% | 187 | +2,018 | 13.81% | Q2 2026 | Aug 17, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 15,909 | 1,312 | 0.09% | 0.09% | 188 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 15,525 | 1,280 | 0.02% | 0.0% | 189 | +12,730 | 455.46% | Q2 2026 | Jul 20, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 14,877 | 1,227 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| StoneX Group Inc. | History | Reduced | 14,794 | 1,220 | 0.05% | 0.09% | 191 | -6,831 | -31.59% | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, LLC | History | Added to | 14,401 | 1,187 | 0.01% | 0.01% | 192 | +2,285 | 18.86% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | Added to | 14,005 | 1,155 | 0.0% | 0.0% | 193 | +3,353 | 31.48% | Q2 2026 | Aug 12, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 13,706 | 1,130 | 0.23% | 0.21% | 194 | +2,938 | 27.28% | Q2 2026 | Jul 17, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 13,649 | 1,125 | 0.05% | 0.05% | 195 | +1,920 | 16.37% | Q2 2026 | Jul 23, 2026 |
| Integras Partners LLC | History | Added to | 12,794 | 1,055 | 0.58% | 0.6% | 196 | +678 | 5.6% | Q2 2026 | Jul 24, 2026 |
| DEARBORN PARTNERS LLC | History | No change | 13,920 | 1,054 | 0.06% | 0.06% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 12,386 | 1,021 | 0.01% | 0.0% | 198 | +310 | 2.57% | Q2 2026 | Aug 13, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 12,250 | 1,010 | 0.38% | 0.47% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 12,140 | 1,001 | 0.0% | 0.0% | 200 | +4,342 | 55.68% | Q2 2026 | Jul 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 11,141 | 919 | 0.01% | 0.01% | 201 | +2,802 | 33.6% | Q2 2026 | Aug 12, 2026 |
| LRI Investments, LLC | History | No change | 11,146 | 919 | 0.07% | 0.07% | 202 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 11,107 | 916 | 0.3% | 0.33% | 203 | -649 | -5.52% | Q2 2026 | Jul 15, 2026 |
| Boyer Financial Services, Inc. | History | Reduced | 10,924 | 904 | 0.76% | 2.21% | 204 | -16,559 | -60.25% | Q2 2026 | Jul 17, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 10,689 | 881 | 0.04% | 0.04% | 205 | -310 | -2.82% | Q2 2026 | Jul 22, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | Added to | 10,134 | 835 | 0.47% | 0.48% | 206 | +44 | 0.44% | Q2 2026 | Aug 14, 2026 |
| GeoWealth Management, LLC | History | Added to | 10,017 | 826 | 0.03% | 0.02% | 207 | +1,048 | 11.68% | Q2 2026 | Jul 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 9,947 | 820 | 0.0% | 0.0% | 208 | +102 | 1.04% | Q2 2026 | Aug 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 9,866 | 813 | 0.01% | 0.03% | 209 | -244 | -2.41% | Q2 2026 | Jul 21, 2026 |
| MAI Capital Management | History | Added to | 9,138 | 753 | 0.0% | 0.0% | 210 | +170 | 1.9% | Q2 2026 | Aug 14, 2026 |
| Compound Planning, Inc. | History | Added to | 9,075 | 748 | 0.02% | 0.02% | 211 | +324 | 3.7% | Q2 2026 | Aug 04, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 8,845 | 729 | 0.06% | 0.06% | 212 | -312 | -3.41% | Q2 2026 | Jul 28, 2026 |
| Integrated Capital Management, LLC | History | Reduced | 8,788 | 724 | 0.26% | 0.37% | 214 | -2,799 | -24.16% | Q2 2026 | Jul 31, 2026 |
| Emergent Wealth Advisors, LLC | History | Added to | 8,784 | 724 | 0.38% | 0.39% | 213 | +114 | 1.31% | Q2 2026 | Jul 13, 2026 |
| Eaton Financial Holdings Company, LLC | History | Added to | 8,717 | 719 | 0.2% | 0.15% | 215 | +2,745 | 45.96% | Q2 2026 | Aug 04, 2026 |
| Atlas Wealth LLC | History | Reduced | 8,522 | 702 | 0.1% | 0.2% | 216 | -168 | -1.93% | Q2 2026 | Jul 28, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 8,241 | 679 | 0.02% | 0.02% | 217 | +709 | 9.41% | Q2 2026 | Aug 14, 2026 |
| Carnegie Investment Counsel | History | New | 8,000 | 659 | 0.01% | — | 218 | +8,000 | New | Q2 2026 | Jul 30, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 7,942 | 655 | 0.01% | 0.01% | 219 | -6,114 | -43.5% | Q2 2026 | Aug 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 7,696 | 634 | 0.01% | 0.01% | 220 | -112 | -1.43% | Q2 2026 | Jul 17, 2026 |
| &PARTNERS | History | Added to | 7,609 | 627 | 0.0% | 0.0% | 221 | +260 | 3.54% | Q2 2026 | Aug 14, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 7,416 | 611 | 0.09% | 0.12% | 222 | -2,351 | -24.07% | Q2 2026 | Jul 17, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | Added to | 7,419 | 611 | 0.31% | 0.33% | 223 | +231 | 3.21% | Q2 2026 | Aug 05, 2026 |
| Fairvoy Private Wealth, LLC | History | Added to | 7,378 | 608 | 0.12% | 0.12% | 224 | +767 | 11.6% | Q2 2026 | Jul 17, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 7,268 | 599 | 0.03% | 0.13% | 226 | -17,738 | -70.93% | Q2 2026 | Aug 04, 2026 |
| Plan Group Financial, LLC | History | Reduced | 7,268 | 599 | 0.12% | 0.13% | 225 | -39 | -0.53% | Q2 2026 | Aug 03, 2026 |
| Bank of New York Mellon Corp | History | Added to | 7,133 | 588 | 0.0% | 0.0% | 227 | +1,843 | 34.84% | Q2 2026 | Aug 06, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 7,128 | 587 | 0.03% | 0.03% | 228 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| UBS Group AG | History | Added to | 6,959 | 574 | 0.0% | 0.0% | 229 | +4,733 | 212.62% | Q2 2026 | Aug 13, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | No change | 6,890 | 568 | 0.21% | 0.2% | 230 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pathstone Holdings, LLC | History | New | 6,864 | 566 | 0.0% | — | 231 | +6,864 | New | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 6,781 | 559 | 0.0% | 0.0% | 232 | +1,198 | 21.46% | Q2 2026 | Aug 13, 2026 |
| Berger Financial Group, Inc | History | No change | 6,683 | 551 | 0.03% | 0.03% | 233 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Aegis Wealth Management, Inc. | History | Added to | 6,531 | 538 | 0.35% | 0.29% | 234 | +1,596 | 32.34% | Q2 2026 | Jul 16, 2026 |
| Mayfair Advisory Group, LLC | History | Reduced | 6,520 | 533 | 0.16% | 0.19% | 235 | -560 | -7.91% | Q2 2026 | Aug 11, 2026 |
| TFB Advisors LLC | History | Reduced | 6,344 | 523 | 0.23% | 0.26% | 236 | -115 | -1.78% | Q2 2026 | Aug 06, 2026 |
| Sovran Advisors, LLC | History | Reduced | 6,174 | 506 | 0.04% | 0.04% | 237 | -163 | -2.57% | Q2 2026 | Jul 29, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | Added to | 6,062 | 500 | 0.17% | 0.12% | 238 | +2,155 | 55.16% | Q2 2026 | Jul 30, 2026 |
| Phoenix Wealth Advisors | History | No change | 5,995 | 494 | 0.17% | 0.18% | 239 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Nuveen, LLC | History | New | 5,988 | 493 | 0.0% | — | 240 | +5,988 | New | Q2 2026 | Aug 11, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 5,821 | 480 | 0.01% | 0.02% | 241 | -569 | -8.9% | Q2 2026 | Aug 05, 2026 |
| Bank of Marin | History | Reduced | 5,722 | 472 | 0.33% | 0.45% | 242 | -2,424 | -29.76% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 5,715 | 471 | 0.0% | 0.0% | 243 | -18 | -0.31% | Q2 2026 | Jul 27, 2026 |
| Aspire Capital Advisors LLC | History | Reduced | 5,652 | 466 | 0.09% | 0.64% | 244 | -32,141 | -85.04% | Q2 2026 | Aug 05, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 5,495 | 453 | 0.05% | 0.05% | 245 | +100 | 1.85% | Q2 2026 | Jul 27, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 5,175 | 426 | 0.0% | — | 246 | +5,175 | New | Q2 2026 | Aug 14, 2026 |
| PUREfi Wealth, LLC | History | Added to | 5,140 | 423 | 0.23% | 0.2% | 247 | +1,131 | 28.21% | Q2 2026 | Jul 27, 2026 |
| Cerity Partners LLC | History | Reduced | 5,101 | 420 | 0.0% | 0.0% | 248 | -50 | -0.97% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 5,062 | 417 | 0.0% | 0.0% | 249 | -348 | -6.43% | Q2 2026 | Aug 06, 2026 |
| IFG Advisory, LLC | History | New | 5,032 | 415 | 0.01% | — | 250 | +5,032 | New | Q2 2026 | Aug 13, 2026 |
| Semus Wealth Partners LLC | History | Added to | 4,916 | 405 | 0.2% | 0.21% | 251 | +28 | 0.57% | Q2 2026 | Aug 10, 2026 |
| BESSEMER GROUP INC | History | No change | 4,900 | 404 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 4,795 | 395 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 4,783 | 394 | 0.01% | 0.01% | 254 | +608 | 14.56% | Q2 2026 | Jul 27, 2026 |
| Olde Wealth Management, LLC | History | Added to | 4,730 | 390 | 0.11% | 0.11% | 255 | +158 | 3.46% | Q2 2026 | Aug 13, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 4,696 | 387 | 0.0% | 0.0% | 256 | -9 | -0.19% | Q2 2026 | Jul 29, 2026 |
| Quantinno Capital Management LP | History | New | 4,690 | 386 | 0.0% | — | 257 | +4,690 | New | Q2 2026 | Aug 13, 2026 |
| CPWA, LLC | History | Added to | 4,653 | 383 | 0.44% | 0.44% | 258 | +119 | 2.62% | Q2 2026 | Jul 30, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 4,616 | 380 | 0.0% | 0.0% | 259 | +1,220 | 35.92% | Q2 2026 | Aug 14, 2026 |
| Patten Group, Inc. | History | Reduced | 4,479 | 369 | 0.06% | 0.07% | 260 | -561 | -11.13% | Q2 2026 | Aug 06, 2026 |
| Signature Wealth Management Group | History | No change | 4,874 | 369 | 0.14% | 0.14% | 261 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Goelzer Investment Management, Inc. | History | No change | 4,343 | 358 | 0.02% | 0.02% | 262 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 4,656 | 352 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FWG Holdings, LLC | History | Reduced | 4,298 | 351 | 0.12% | 0.13% | 264 | -36 | -0.83% | Q2 2026 | Aug 13, 2026 |
| Elm3 Financial Group, LLC | History | Reduced | 4,064 | 335 | 0.23% | 0.27% | 265 | -231 | -5.38% | Q2 2026 | Jul 29, 2026 |
| Shira Ridge Wealth Management | History | Reduced | 3,938 | 324 | 0.11% | 0.13% | 267 | -575 | -12.74% | Q2 2026 | Jul 09, 2026 |
| Merit Financial Group, LLC | History | Reduced | 3,933 | 324 | 0.0% | 0.0% | 266 | -13 | -0.33% | Q2 2026 | Jul 20, 2026 |
| Windsor Capital Management, LLC | History | New | 3,790 | 312 | 0.08% | — | 269 | +3,790 | New | Q2 2026 | Jul 08, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 3,788 | 312 | 0.0% | 0.0% | 268 | +300 | 8.6% | Q2 2026 | Aug 06, 2026 |
| Sterling Investment Counsel, LLC | History | Reduced | 3,740 | 308 | 0.07% | 0.08% | 270 | -23 | -0.61% | Q2 2026 | Jul 20, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 3,648 | 300 | 0.01% | 0.01% | 271 | +69 | 1.93% | Q2 2026 | Aug 14, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | New | 3,409 | 281 | 0.01% | — | 272 | +3,409 | New | Q2 2026 | Aug 11, 2026 |
| GTS SECURITIES LLC | History | Added to | 3,385 | 279 | 0.01% | 0.01% | 273 | +3 | 0.09% | Q2 2026 | Aug 14, 2026 |
| Financial Partners Group, Inc | History | New | 3,351 | 276 | 0.03% | — | 274 | +3,351 | New | Q2 2026 | Jul 23, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 3,337 | 275 | 0.01% | 0.01% | 275 | +66 | 2.02% | Q2 2026 | Aug 03, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 3,333 | 274 | 0.1% | 0.11% | 276 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Tripletail Wealth Management, LLC | History | Reduced | 3,298 | 273 | 0.31% | 0.36% | 277 | -130 | -3.79% | Q2 2026 | Aug 14, 2026 |
| Ascension Capital Advisors, Inc. | History | Reduced | 3,286 | 271 | 0.08% | 0.09% | 279 | -585 | -15.11% | Q2 2026 | Jul 27, 2026 |
| Composition Wealth, LLC | History | Reduced | 3,295 | 271 | 0.0% | 0.0% | 278 | -114 | -3.34% | Q2 2026 | Jul 22, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 3,244 | 267 | 0.18% | 0.13% | 280 | -21 | -0.64% | Q2 2026 | Jul 27, 2026 |
| Greenspring Advisors, LLC | History | No change | 3,193 | 263 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 3,136 | 258 | 0.0% | 0.0% | 282 | +357 | 12.85% | Q2 2026 | Aug 18, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 3,118 | 257 | 0.02% | 0.02% | 283 | +5 | 0.16% | Q2 2026 | Jul 28, 2026 |
| BAM Wealth Management, LLC | History | Reduced | 3,009 | 248 | 0.16% | 0.17% | 284 | -77 | -2.5% | Q2 2026 | Jul 14, 2026 |
| Sequent Planning LLC | History | Added to | 2,994 | 246 | 0.05% | 0.05% | 285 | +243 | 8.83% | Q2 2026 | Aug 14, 2026 |
| XY Planning Network, Inc. | History | New | 2,969 | 244 | 0.03% | — | 286 | +2,969 | New | Q2 2026 | Jul 14, 2026 |
| United Advisor Group, LLC | History | Reduced | 2,956 | 243 | 0.03% | 0.03% | 287 | -567 | -16.09% | Q2 2026 | Jul 29, 2026 |
| Allen Capital Group, LLC | History | No change | 2,938 | 242 | 0.02% | 0.02% | 288 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Quadrant Private Wealth Management, LLC | History | No change | 2,915 | 240 | 0.05% | 0.03% | 289 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Csenge Advisory Group | History | Reduced | 2,873 | 236 | 0.01% | 0.01% | 290 | -74 | -2.51% | Q2 2026 | Aug 10, 2026 |
| Mariner, LLC | History | Reduced | 2,852 | 235 | 0.0% | 0.0% | 291 | -6,734 | -70.25% | Q2 2026 | Aug 13, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | New | 2,813 | 232 | 0.07% | — | 292 | +2,813 | New | Q2 2026 | Jul 13, 2026 |
| US BANCORP \DE\ | History | No change | 2,782 | 229 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JM2 Capital Inc. | History | New | 2,640 | 217 | 0.15% | — | 294 | +2,640 | New | Q2 2026 | Jul 21, 2026 |
| VestGen Advisors, LLC | History | New | 2,613 | 215 | 0.01% | — | 295 | +2,613 | New | Q2 2026 | Aug 11, 2026 |
| Capital Analysts, LLC | History | Added to | 2,575 | 212 | 0.0% | 0.0% | 296 | +1,263 | 96.27% | Q2 2026 | Aug 05, 2026 |
| Millington Financial Advisors, LLC | History | No change | 2,584 | 211 | 0.08% | 0.09% | 297 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| XTX Topco Ltd | History | New | 2,486 | 205 | 0.0% | — | 298 | +2,486 | New | Q2 2026 | Aug 14, 2026 |
| QUANTIFY CHAOS ADVISORS, LLC | History | New | 2,475 | 204 | 0.57% | — | 299 | +2,475 | New | Q2 2026 | Jul 30, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | New | 2,469 | 203 | 0.01% | — | 300 | +2,469 | New | Q2 2026 | Jul 27, 2026 |