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 | 56,925,648 | 4,178,342 | 0.27% | 0.27% | 1 | -691,923 | -1.2% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 6,438,745 | 487,670 | 0.13% | 0.12% | 2 | +502,047 | 8.46% | Q1 2026 | May 06, 2026 |
| FMR LLC | History | Added to | 3,528,400 | 267,241 | 0.01% | 0.01% | 3 | +256,278 | 7.83% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 3,100,818 | 234,855 | 0.06% | 0.06% | 4 | +202,193 | 6.98% | Q1 2026 | May 04, 2026 |
| EASTERN BANK | History | Added to | 2,032,841 | 153,967 | 2.64% | 1.36% | 5 | +982,991 | 93.63% | Q1 2026 | Apr 07, 2026 |
| CWM, LLC | History | Added to | 1,912,801 | 144,875 | 0.38% | 0.35% | 6 | +206,595 | 12.11% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,786,518 | 135,310 | 0.19% | 0.16% | 7 | +149,970 | 9.16% | Q1 2026 | Apr 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 1,728,779 | 130,937 | 0.36% | 0.32% | 8 | -51,415 | -2.89% | Q1 2026 | May 04, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 1,671,130 | 126,571 | 1.42% | 1.27% | 9 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,614,667 | 122,294 | 0.04% | 0.03% | 10 | +266,687 | 19.78% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 1,483,867 | 112,388 | 0.28% | 0.31% | 11 | -293,203 | -16.5% | Q1 2026 | Apr 22, 2026 |
| ASSETMARK, INC | History | Reduced | 1,481,556 | 112,213 | 0.23% | 0.23% | 12 | -8,712 | -0.58% | Q1 2026 | May 06, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 1,455,928 | 110,271 | 0.96% | 1.19% | 13 | -160,609 | -9.94% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 1,282,396 | 97,128 | 0.1% | 0.1% | 14 | +42,194 | 3.4% | Q1 2026 | May 13, 2026 |
| Bogart Wealth, LLC | History | Added to | 1,218,933 | 92,321 | 3.56% | 3.62% | 15 | +14,824 | 1.23% | Q1 2026 | Apr 28, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 1,215,729 | 92,079 | 1.02% | 1.26% | 16 | -30,855 | -2.48% | Q1 2026 | May 15, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 1,109,538 | 84,036 | 1.53% | 1.89% | 17 | -523,283 | -32.05% | Q1 2026 | May 07, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,050,000 | 79,527 | 0.01% | 0.0% | 18 | +947,801 | 927.41% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 950,313 | 71,976 | 0.34% | 0.33% | 19 | +17,833 | 1.91% | Q1 2026 | Apr 24, 2026 |
| Invesco Ltd. | History | No change | 918,000 | 69,529 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 916,819 | 69,439 | 6.29% | 5.92% | 21 | +39,936 | 4.55% | Q1 2026 | May 04, 2026 |
| Hughes Financial Services, LLC | History | Added to | 854,338 | 64,707 | 9.94% | 9.67% | 22 | +31,721 | 3.86% | Q1 2026 | Apr 29, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 813,094 | 61,583 | 1.12% | 1.16% | 23 | +5,790 | 0.72% | Q1 2026 | May 11, 2026 |
| New England Professional Planning Group Inc. | History | Added to | 777,722 | 58,904 | 24.62% | 24.03% | 24 | +11,851 | 1.55% | Q1 2026 | May 13, 2026 |
| Richard P Slaughter Associates Inc | History | Added to | 772,797 | 58,531 | 12.65% | 11.84% | 25 | +18,449 | 2.45% | Q1 2026 | Apr 13, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 713,966 | 54,075 | 0.79% | 0.71% | 26 | +84,890 | 13.49% | Q1 2026 | Apr 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 691,673 | 52,390 | 0.08% | 0.07% | 27 | +62,869 | 10.0% | Q1 2026 | May 15, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 654,040 | 49,536 | 0.71% | 0.8% | 28 | -7,314 | -1.11% | Q1 2026 | Apr 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 619,316 | 45,302 | 0.02% | 0.02% | 29 | +113,736 | 22.5% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 572,237 | 43,330 | 0.01% | 0.01% | 30 | +233,968 | 69.17% | Q1 2026 | May 15, 2026 |
| HighPoint Advisor Group LLC | History | New | 555,560 | 42,078 | 1.76% | — | 31 | +555,560 | New | Q1 2026 | May 14, 2026 |
| First Financial Bank - Trust Division | History | Added to | 499,984 | 37,868 | 3.05% | 2.87% | 32 | +33,759 | 7.24% | Q1 2026 | Apr 01, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 499,799 | 37,855 | 0.1% | 0.1% | 33 | +3,524 | 0.71% | Q1 2026 | Apr 30, 2026 |
| KELLY FINANCIAL GROUP LLC | History | New | 496,488 | 37,599 | 9.46% | — | 34 | +496,488 | New | Q1 2026 | Apr 09, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 490,451 | 37,146 | 1.17% | 1.08% | 35 | +35,755 | 7.86% | Q1 2026 | May 11, 2026 |
| Modern Wealth Management, LLC | History | Added to | 468,588 | 36,104 | 0.62% | 0.62% | 36 | +12,380 | 2.71% | Q1 2026 | May 14, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 467,420 | 35,402 | 3.65% | 3.62% | 37 | +2,195 | 0.47% | Q1 2026 | May 07, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 461,721 | 34,970 | 1.15% | 1.25% | 38 | -49,315 | -9.65% | Q1 2026 | May 14, 2026 |
| National Philanthropic Trust | History | Added to | 410,810 | 31,114 | 0.33% | 0.27% | 39 | +44,287 | 12.08% | Q1 2026 | May 15, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 393,272 | 29,786 | 1.12% | 1.05% | 40 | -30,361 | -7.17% | Q1 2026 | Apr 21, 2026 |
| Francis Financial, Inc. | History | Added to | 390,783 | 29,597 | 5.49% | 5.37% | 41 | +23,416 | 6.37% | Q1 2026 | May 07, 2026 |
| Elk River Wealth Management LLC | History | Added to | 371,727 | 28,154 | 4.68% | 4.42% | 42 | +3,405 | 0.92% | Q1 2026 | Apr 17, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 364,349 | 27,595 | 1.54% | 0.98% | 43 | +158,209 | 76.75% | Q1 2026 | Apr 29, 2026 |
| EdgeRock Capital LLC | History | Added to | 362,475 | 27,474 | 7.43% | 5.68% | 44 | +77,274 | 27.09% | Q1 2026 | Apr 16, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 338,982 | 25,674 | 0.0% | 0.0% | 45 | +318,041 | 1518.75% | Q1 2026 | May 15, 2026 |
| Madison Asset Management, LLC | History | Added to | 335,261 | 25,392 | 0.31% | 0.27% | 46 | +24,765 | 7.98% | Q1 2026 | May 07, 2026 |
| Kendall Capital Management | History | Added to | 334,741 | 25,353 | 5.2% | 5.1% | 47 | +9,426 | 2.9% | Q1 2026 | Apr 24, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 332,811 | 25,207 | 0.2% | 0.06% | 48 | +270,334 | 432.69% | Q1 2026 | May 15, 2026 |
| VESTOR CAPITAL, LLC | History | Added to | 326,525 | 24,731 | 1.79% | 1.38% | 49 | +325,940 | 55716.24% | Q1 2026 | May 21, 2026 |
| Capital Planning Advisors, LLC | History | Added to | 325,345 | 24,641 | 3.56% | 3.19% | 50 | +7,002 | 2.2% | Q1 2026 | May 14, 2026 |
| Southern Farm Bureau Life Insurance | History | No change | 322,180 | 24,360 | 2.57% | 2.49% | 51 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 323,410 | 24,216 | 1.17% | 1.15% | 52 | -2,772 | -0.85% | Q1 2026 | Apr 08, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 308,098 | 23,335 | 0.65% | 0.45% | 53 | +57,454 | 22.92% | Q1 2026 | Apr 21, 2026 |
| MORGAN STANLEY | History | Added to | 307,395 | 23,282 | 0.0% | 0.0% | 54 | +18,553 | 6.42% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 303,266 | 22,969 | 0.04% | 0.04% | 55 | +12,270 | 4.22% | Q1 2026 | May 01, 2026 |
| Choice Wealth Advisors LLC | History | Added to | 302,764 | 22,931 | 9.0% | 8.9% | 56 | +2,049 | 0.68% | Q1 2026 | Apr 08, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 296,736 | 22,474 | 0.0% | 0.0% | 57 | +14,371 | 5.09% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 295,695 | 22,395 | 0.04% | 0.04% | 58 | +3,297 | 1.13% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 292,889 | 22,183 | 0.01% | 0.02% | 59 | -179,098 | -37.95% | Q1 2026 | May 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 287,036 | 21,740 | 0.0% | — | 60 | +287,036 | New | Q1 2026 | May 13, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 277,006 | 20,980 | 1.49% | 1.37% | 61 | +21,602 | 8.46% | Q1 2026 | May 15, 2026 |
| Family Investment Center, Inc. | History | Reduced | 274,475 | 20,788 | 4.0% | 4.26% | 62 | -7,144 | -2.54% | Q1 2026 | Apr 24, 2026 |
| Leo Wealth, LLC | History | Reduced | 263,346 | 19,945 | 1.45% | 1.7% | 63 | -50,405 | -16.07% | Q1 2026 | May 05, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 260,386 | 19,721 | 0.1% | 0.1% | 64 | -3,150 | -1.2% | Q1 2026 | May 14, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 257,085 | 19,471 | 0.39% | 0.35% | 65 | +1,618 | 0.63% | Q1 2026 | Apr 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 236,361 | 17,901 | 0.0% | 0.0% | 66 | +115,672 | 95.84% | Q1 2026 | May 11, 2026 |
| Navigation Group, LLC | History | New | 220,388 | 16,692 | 3.91% | — | 67 | +220,388 | New | Q1 2026 | May 05, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 213,979 | 16,206 | 3.35% | 2.84% | 68 | +37,359 | 21.15% | Q1 2026 | Apr 30, 2026 |
| Equitable Holdings, Inc. | History | Added to | 190,593 | 14,271 | 0.09% | 0.08% | 69 | +36,705 | 23.85% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 174,482 | 13,215 | 0.1% | 0.11% | 70 | +1,525 | 0.88% | Q1 2026 | Apr 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 168,609 | 12,770 | 0.0% | 0.0% | 71 | +125,144 | 287.92% | Q1 2026 | May 15, 2026 |
| Bryant Woods Investment Advisors, LLC | History | Added to | 150,823 | 11,423 | 4.2% | 3.73% | 72 | +22,365 | 17.41% | Q1 2026 | Apr 28, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Reduced | 146,817 | 11,119 | 1.65% | 1.74% | 73 | -125,688 | -46.12% | Q1 2026 | Apr 24, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 142,882 | 10,821 | 1.5% | 1.0% | 74 | +47,062 | 49.12% | Q1 2026 | Apr 21, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 130,600 | 9,891 | 0.01% | — | 75 | +130,600 | New | Q1 2026 | May 14, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 130,417 | 9,877 | 1.09% | 1.04% | 76 | +2,254 | 1.76% | Q1 2026 | Apr 29, 2026 |
| SIMA Wealth Partners, LLC | History | Added to | 130,059 | 9,850 | 7.5% | 7.37% | 77 | +596 | 0.46% | Q1 2026 | May 15, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | New | 128,700 | 9,747 | 0.06% | — | 78 | +128,700 | New | Q1 2026 | May 15, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 128,047 | 9,698 | 0.78% | 0.49% | 79 | +44,358 | 53.0% | Q1 2026 | May 14, 2026 |
| ForthRight Wealth Management, LLC | History | Added to | 121,613 | 9,210 | 2.61% | 2.35% | 80 | +12,280 | 11.23% | Q1 2026 | May 12, 2026 |
| Perigon Wealth Management, LLC | History | New | 121,017 | 9,165 | 0.17% | — | 81 | +121,017 | New | Q1 2026 | Apr 10, 2026 |
| Providence Financial Advisors, LLC | History | Added to | 120,162 | 9,101 | 5.19% | 8.35% | 82 | +8,385 | 7.5% | Q1 2026 | May 12, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 112,518 | 8,522 | 1.72% | 1.74% | 83 | +3,314 | 3.03% | Q1 2026 | Apr 24, 2026 |
| MN Wealth Advisors, LLC | History | Added to | 112,438 | 8,516 | 4.14% | 3.98% | 84 | +7,247 | 6.89% | Q1 2026 | Apr 22, 2026 |
| Arkadios Wealth Advisors | History | New | 111,077 | 8,412 | 0.14% | — | 85 | +111,077 | New | Q1 2026 | May 18, 2026 |
| First National Bank of Mount Dora, Trust Investment Services | History | New | 110,705 | 8,384 | 1.81% | — | 86 | +110,705 | New | Q1 2026 | Jun 08, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 99,968 | 7,571 | 2.42% | 2.3% | 87 | +2,037 | 2.08% | Q1 2026 | Apr 23, 2026 |
| Base Wealth Management LLC | History | Added to | 96,772 | 7,329 | 4.1% | 3.75% | 88 | +3,654 | 3.92% | Q1 2026 | Apr 29, 2026 |
| Kaizen Financial Strategies | History | Added to | 88,160 | 7,070 | 2.99% | 2.62% | 89 | +8,850 | 11.16% | Q1 2026 | May 01, 2026 |
| Centerline Wealth Advisors, LLC | History | Reduced | 88,767 | 6,723 | 2.42% | 2.52% | 90 | -4,187 | -4.5% | Q1 2026 | Apr 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 84,517 | 6,401 | 0.01% | 0.0% | 91 | +16,879 | 24.95% | Q1 2026 | May 12, 2026 |
| FULTON BANK, N.A. | History | New | 83,493 | 6,323 | 0.22% | — | 92 | +83,493 | New | Q1 2026 | Apr 24, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 80,359 | 6,152 | 0.01% | 0.01% | 93 | -1,283 | -1.57% | Q1 2026 | Apr 08, 2026 |
| Ascent Group, LLC | History | Added to | 79,490 | 6,020 | 0.21% | 0.06% | 94 | +56,736 | 249.35% | Q1 2026 | May 15, 2026 |
| Investors Portfolio Services LLC | History | Added to | 78,722 | 5,964 | 5.53% | 4.82% | 95 | +7,230 | 10.11% | Q1 2026 | May 14, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 77,505 | 5,870 | 1.66% | 1.42% | 96 | +7,152 | 10.17% | Q1 2026 | Apr 16, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 74,170 | 5,619 | 1.24% | 1.18% | 97 | +2,426 | 3.38% | Q1 2026 | May 13, 2026 |
| Apella Capital, LLC | History | New | 68,951 | 5,612 | 0.08% | — | 98 | +68,951 | New | Q1 2026 | Apr 20, 2026 |
| Financial Connections Group, Inc. | History | Reduced | 74,025 | 5,606 | 1.95% | 1.99% | 99 | -3,318 | -4.29% | Q1 2026 | May 01, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | New | 72,284 | 5,474 | 1.08% | — | 100 | +72,284 | New | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 70,947 | 5,373 | 0.17% | 0.02% | 101 | +57,991 | 447.6% | Q1 2026 | Apr 29, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Reduced | 66,734 | 5,054 | 2.53% | 1.81% | 102 | -7,847 | -10.52% | Q1 2026 | Apr 24, 2026 |
| Lido Advisors, LLC | History | Added to | 66,118 | 5,007 | 0.02% | 0.01% | 103 | +39,081 | 144.55% | Q1 2026 | May 13, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 64,557 | 4,889 | 0.88% | 1.23% | 104 | +3,549 | 5.82% | Q1 2026 | May 01, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 62,194 | 4,710 | 0.12% | 0.11% | 105 | +4,906 | 8.56% | Q1 2026 | Apr 07, 2026 |
| NewEdge Advisors, LLC | History | Added to | 62,132 | 4,705 | 0.02% | 0.01% | 106 | +26,574 | 74.73% | Q1 2026 | Jun 02, 2026 |
| IHT Wealth Management, LLC | History | Added to | 58,853 | 4,457 | 0.1% | 0.09% | 107 | +7,095 | 13.71% | Q1 2026 | May 15, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 58,483 | 4,429 | 0.06% | 0.05% | 108 | +14,388 | 32.63% | Q1 2026 | May 11, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 57,357 | 4,344 | 0.02% | 0.01% | 109 | +14,073 | 32.51% | Q1 2026 | May 13, 2026 |
| Storen Legacy Partners, LLC | History | New | 51,691 | 3,915 | 1.23% | — | 110 | +51,691 | New | Q1 2026 | Apr 22, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 49,925 | 3,781 | 0.4% | 0.37% | 111 | +4,364 | 9.58% | Q1 2026 | May 04, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 47,191 | 3,574 | 0.26% | 0.24% | 112 | -314 | -0.66% | Q1 2026 | Apr 20, 2026 |
| NewEdge Wealth, LLC | History | New | 47,158 | 3,571 | 0.04% | — | 113 | +47,158 | New | Q1 2026 | May 13, 2026 |
| Ignite Planners, LLC | History | Added to | 45,906 | 3,492 | 0.54% | 0.38% | 114 | +14,109 | 44.37% | Q1 2026 | Apr 17, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 45,908 | 3,477 | 0.37% | 0.32% | 115 | +7,063 | 18.18% | Q1 2026 | May 11, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 44,357 | 3,359 | 0.08% | 0.08% | 116 | -1,337 | -2.93% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 42,073 | 3,186 | 0.04% | 0.04% | 117 | +5,221 | 14.17% | Q1 2026 | May 12, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 39,653 | 3,003 | 0.0% | 0.0% | 118 | +15,488 | 64.09% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 39,256 | 2,939 | 0.05% | 0.05% | 119 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Aspire Capital Advisors LLC | History | Reduced | 37,793 | 2,862 | 0.64% | 2.54% | 120 | -106,417 | -73.79% | Q1 2026 | Apr 22, 2026 |
| Cooper Financial Group | History | Added to | 37,268 | 2,822 | 0.29% | 0.28% | 121 | +1,727 | 4.86% | Q1 2026 | Apr 07, 2026 |
| Merited Wealth, LLC | History | Added to | 36,709 | 2,780 | 2.31% | 1.03% | 122 | +21,928 | 148.35% | Q1 2026 | Apr 24, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 36,156 | 2,738 | 0.11% | 0.07% | 123 | +28,002 | 343.41% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 36,099 | 2,734 | 0.03% | 0.03% | 124 | -609 | -1.66% | Q1 2026 | Apr 20, 2026 |
| WBH ADVISORY INC | History | Added to | 34,968 | 2,694 | 0.2% | 0.19% | 125 | +1,410 | 4.2% | Q1 2026 | Apr 27, 2026 |
| 5T Wealth, LLC | History | Reduced | 35,473 | 2,686 | 1.06% | 1.08% | 126 | -697 | -1.93% | Q1 2026 | Apr 13, 2026 |
| Mutual Advisors, LLC | History | Added to | 34,152 | 2,586 | 0.06% | 0.05% | 127 | +3,977 | 13.18% | Q1 2026 | May 01, 2026 |
| Purus Wealth Management, LLC | History | Added to | 33,805 | 2,560 | 0.82% | 0.73% | 128 | +2,416 | 7.7% | Q1 2026 | Apr 15, 2026 |
| Western Wealth Management, LLC | History | Reduced | 33,031 | 2,501 | 0.09% | 0.12% | 129 | -1,171 | -3.42% | Q1 2026 | May 19, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 32,983 | 2,498 | 0.07% | 0.07% | 130 | -2,545 | -7.16% | Q1 2026 | Apr 13, 2026 |
| TBH Global Asset Management, LLC | History | New | 32,678 | 2,475 | 0.5% | — | 131 | +32,678 | New | Q1 2026 | Apr 22, 2026 |
| TRUIST FINANCIAL CORP | History | New | 31,548 | 2,389 | 0.0% | — | 132 | +31,548 | New | Q1 2026 | Apr 27, 2026 |
| Sharkey, Howes & Javer | History | Added to | 31,394 | 2,377 | 0.32% | 0.28% | 133 | +2,261 | 7.76% | Q1 2026 | Apr 08, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 31,260 | 2,367 | 0.46% | 0.08% | 134 | +24,383 | 354.56% | Q1 2026 | Apr 29, 2026 |
| Red Mountain Financial, LLC | History | Added to | 31,204 | 2,363 | 2.23% | 2.18% | 135 | +1,500 | 5.05% | Q1 2026 | Apr 28, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 31,091 | 2,354 | 0.6% | 0.66% | 136 | -275 | -0.88% | Q1 2026 | Apr 28, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 30,993 | 2,347 | 0.59% | 0.28% | 137 | +19,232 | 163.52% | Q1 2026 | May 08, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 30,529 | 2,312 | 0.05% | 0.07% | 138 | -15,666 | -33.91% | Q1 2026 | May 14, 2026 |
| HB Wealth Management, LLC | History | Reduced | 30,450 | 2,306 | 0.01% | 0.01% | 139 | -491 | -1.59% | Q1 2026 | Apr 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 29,528 | 2,236 | 0.0% | — | 140 | +29,528 | New | Q1 2026 | May 15, 2026 |
| Ascentis Independent Advisors | History | New | 29,401 | 2,226 | 0.17% | — | 141 | +29,401 | New | Q1 2026 | Apr 28, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 29,056 | 2,200 | 0.01% | 0.01% | 142 | +7,111 | 32.4% | Q1 2026 | Apr 30, 2026 |
| Peck Wealth Management, LLC | History | Reduced | 28,988 | 2,195 | 2.2% | 2.45% | 143 | -5,646 | -16.3% | Q1 2026 | May 13, 2026 |
| VALICENTI ADVISORY SERVICES INC | History | Reduced | 27,837 | 2,108 | 0.46% | 0.6% | 144 | -10,265 | -26.94% | Q1 2026 | Apr 14, 2026 |
| Independence Asset Advisors, LLC | History | Added to | 27,678 | 2,096 | 0.76% | 0.26% | 145 | +21,464 | 345.41% | Q1 2026 | Apr 22, 2026 |
| Boyer Financial Services, Inc. | History | Added to | 27,483 | 2,081 | 2.21% | 1.67% | 146 | +6,774 | 32.71% | Q1 2026 | Apr 10, 2026 |
| 1015 Capital Partners, LLC | History | Added to | 27,260 | 2,064 | 2.01% | 1.58% | 147 | +5,750 | 26.73% | Q1 2026 | May 11, 2026 |
| Parcion Private Wealth LLC | History | No change | 26,473 | 2,005 | 0.12% | 0.12% | 148 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Belpointe Asset Management LLC | History | Added to | 26,005 | 1,969 | 0.07% | 0.07% | 149 | +311 | 1.21% | Q1 2026 | Apr 28, 2026 |
| Wayfinding Financial, LLC | History | Added to | 25,596 | 1,938 | 0.84% | 0.78% | 150 | +858 | 3.47% | Q1 2026 | May 12, 2026 |
| Signal Advisors Wealth, LLC | History | New | 25,006 | 1,893 | 0.13% | — | 151 | +25,006 | New | Q1 2026 | Apr 17, 2026 |
| MCDONALD PARTNERS LLC | History | Added to | 24,827 | 1,880 | 0.44% | 0.12% | 152 | +19,749 | 388.91% | Q1 2026 | May 15, 2026 |
| Elevation Wealth Management LLC | History | Added to | 24,254 | 1,836 | 1.68% | 1.2% | 153 | +7,608 | 45.7% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 23,987 | 1,816 | 0.0% | 0.0% | 154 | +756 | 3.25% | Q1 2026 | May 08, 2026 |
| Dakota Wealth Management | History | Reduced | 23,791 | 1,801 | 0.04% | 0.05% | 155 | -12,654 | -34.72% | Q1 2026 | May 07, 2026 |
| HighTower Advisors, LLC | History | Added to | 23,288 | 1,763 | 0.0% | 0.0% | 156 | +7,385 | 46.44% | Q1 2026 | May 05, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 22,609 | 1,712 | 0.22% | 0.21% | 157 | -400 | -1.74% | Q1 2026 | Apr 13, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 22,508 | 1,704 | 0.09% | 0.08% | 158 | +1,632 | 7.82% | Q1 2026 | Apr 13, 2026 |
| World Investment Advisors | History | Reduced | 22,492 | 1,703 | 0.03% | 0.04% | 159 | -7,837 | -25.84% | Q1 2026 | Apr 27, 2026 |
| LANE BROTHERS & CO INC | History | Added to | 22,379 | 1,694 | 1.23% | 1.13% | 160 | +1,482 | 7.09% | Q1 2026 | May 05, 2026 |
| Vise Technologies, Inc. | History | No change | 22,366 | 1,674 | 0.03% | 0.03% | 161 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| IFP Advisors, Inc | History | Added to | 21,873 | 1,656 | 0.03% | 0.03% | 162 | +3,765 | 20.79% | Q1 2026 | Apr 13, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Reduced | 21,717 | 1,644 | 2.96% | 3.33% | 163 | -1,454 | -6.28% | Q1 2026 | Apr 14, 2026 |
| StoneX Group Inc. | History | Added to | 21,625 | 1,637 | 0.09% | 0.03% | 164 | +12,307 | 132.08% | Q1 2026 | May 14, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 20,820 | 1,576 | 0.11% | 0.09% | 165 | +3,784 | 22.21% | Q1 2026 | May 06, 2026 |
| Atria Investments, Inc | History | Reduced | 20,706 | 1,568 | 0.02% | 0.03% | 166 | -12,447 | -37.54% | Q1 2026 | May 05, 2026 |
| Balefire, LLC | History | Reduced | 20,244 | 1,533 | 0.29% | 0.3% | 167 | -275 | -1.34% | Q1 2026 | May 07, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 19,711 | 1,492 | 0.6% | 0.58% | 168 | -629 | -3.09% | Q1 2026 | May 13, 2026 |
| PLANNING DIRECTIONS INC | History | Added to | 19,687 | 1,491 | 0.75% | 0.66% | 169 | +2,214 | 12.67% | Q1 2026 | Apr 15, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 19,318 | 1,463 | 0.03% | 0.05% | 170 | -5,886 | -23.35% | Q1 2026 | May 04, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 19,150 | 1,450 | 0.16% | 0.14% | 171 | +1,279 | 7.16% | Q1 2026 | Apr 28, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 18,587 | 1,407 | 0.01% | 0.01% | 172 | +1,756 | 10.43% | Q1 2026 | May 05, 2026 |
| 3Chopt Investment Partners, LLC | History | Reduced | 18,355 | 1,390 | 0.32% | 0.31% | 173 | -218 | -1.17% | Q1 2026 | Apr 23, 2026 |
| First Bank & Trust | History | Added to | 17,469 | 1,323 | 0.21% | 0.15% | 174 | +5,305 | 43.61% | Q1 2026 | Apr 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 17,401 | 1,317 | 0.08% | 0.09% | 175 | -1,167 | -6.29% | Q1 2026 | Apr 13, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Reduced | 17,245 | 1,306 | 0.29% | 0.54% | 176 | -14,090 | -44.97% | Q1 2026 | May 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 17,220 | 1,304 | 0.0% | 0.0% | 177 | -484 | -2.73% | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | New | 17,018 | 1,288 | 0.01% | — | 178 | +17,018 | New | Q1 2026 | May 12, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 16,588 | 1,256 | 0.15% | 0.14% | 179 | +1,212 | 7.88% | Q1 2026 | May 05, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 15,909 | 1,204 | 0.09% | 0.0% | 180 | +15,630 | 5602.15% | Q1 2026 | Apr 23, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 14,877 | 1,126 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Ruggaard & Associates LLC | History | Added to | 14,612 | 1,106 | 0.44% | 0.42% | 182 | +460 | 3.25% | Q1 2026 | May 26, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 14,115 | 1,069 | 0.26% | 0.21% | 183 | +3,302 | 30.54% | Q1 2026 | Apr 24, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 14,056 | 1,064 | 0.01% | 0.01% | 184 | +5,614 | 66.5% | Q1 2026 | May 11, 2026 |
| DEARBORN PARTNERS LLC | History | Added to | 13,920 | 1,054 | 0.06% | 0.03% | 185 | +4,725 | 51.39% | Q1 2026 | May 12, 2026 |
| Saxony Capital Management, LLC | History | Added to | 13,442 | 1,018 | 0.59% | 0.59% | 186 | +670 | 5.25% | Q1 2026 | Apr 24, 2026 |
| McLaughlin Asset Management, Inc. | History | Added to | 12,650 | 958 | 0.92% | 0.84% | 187 | +116 | 0.93% | Q1 2026 | Apr 29, 2026 |
| Navis Wealth Advisors, LLC | History | New | 12,250 | 927 | 0.47% | — | 188 | +12,250 | New | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 12,116 | 917 | 0.01% | 0.0% | 189 | +8,478 | 233.04% | Q1 2026 | May 15, 2026 |
| Integras Partners LLC | History | Added to | 12,116 | 917 | 0.6% | 0.69% | 190 | +701 | 6.14% | Q1 2026 | May 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 12,076 | 914 | 0.0% | 0.0% | 191 | +769 | 6.8% | Q1 2026 | May 08, 2026 |
| Quantum Financial Planning Services, Inc. | History | Added to | 11,939 | 904 | 0.32% | 0.26% | 192 | +2,267 | 23.44% | Q1 2026 | Apr 14, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 11,756 | 890 | 0.33% | 0.34% | 193 | -337 | -2.79% | Q1 2026 | Apr 09, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 11,729 | 888 | 0.05% | 0.04% | 194 | +605 | 5.44% | Q1 2026 | Apr 17, 2026 |
| Integrated Capital Management, LLC | History | Added to | 11,587 | 877 | 0.37% | 0.32% | 195 | +1,665 | 16.78% | Q1 2026 | Apr 17, 2026 |
| LRI Investments, LLC | History | New | 11,146 | 844 | 0.07% | — | 196 | +11,146 | New | Q1 2026 | Apr 30, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 10,999 | 833 | 0.04% | 0.04% | 197 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 10,768 | 815 | 0.21% | 0.13% | 198 | +4,095 | 61.37% | Q1 2026 | Apr 29, 2026 |
| Focus Partners Wealth | History | New | 10,652 | 806 | 0.0% | — | 199 | +10,652 | New | Q1 2026 | May 14, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 10,160 | 769 | 0.03% | 0.03% | 200 | -51 | -0.5% | Q1 2026 | May 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 10,110 | 765 | 0.03% | 0.02% | 201 | -501 | -4.72% | Q1 2026 | Apr 23, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 10,090 | 764 | 0.48% | — | 202 | +10,090 | New | Q1 2026 | Apr 14, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 10,015 | 758 | 0.06% | 0.04% | 203 | +244 | 2.5% | Q1 2026 | May 20, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 9,845 | 745 | 0.0% | 0.0% | 204 | +605 | 6.55% | Q1 2026 | May 13, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 9,767 | 739 | 0.12% | 0.23% | 205 | -5,979 | -37.97% | Q1 2026 | Apr 10, 2026 |
| Essex Financial Services, Inc. | History | Added to | 9,729 | 736 | 0.04% | 0.02% | 206 | +4,429 | 83.57% | Q1 2026 | Apr 24, 2026 |
| Mariner, LLC | History | No change | 9,586 | 726 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 9,373 | 709 | 0.0% | 0.09% | 208 | -10,048,573 | -99.91% | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | Added to | 9,352 | 708 | 0.0% | 0.0% | 209 | +4,910 | 110.54% | Q1 2026 | Apr 15, 2026 |
| Northwest Capital Management Inc | History | No change | 9,288 | 695 | 3.01% | 3.01% | 210 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 9,157 | 693 | 0.06% | 0.06% | 211 | -376 | -3.94% | Q1 2026 | Apr 30, 2026 |
| GeoWealth Management, LLC | History | Reduced | 8,969 | 679 | 0.02% | 0.03% | 213 | -884 | -8.97% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Added to | 8,968 | 679 | 0.0% | 0.0% | 212 | +769 | 9.38% | Q1 2026 | May 15, 2026 |
| Compound Planning, Inc. | History | No change | 8,751 | 662 | 0.02% | 0.02% | 214 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Atlas Wealth LLC | History | No change | 8,690 | 658 | 0.2% | 0.2% | 215 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Emergent Wealth Advisors, LLC | History | New | 8,670 | 656 | 0.39% | — | 216 | +8,670 | New | Q1 2026 | Apr 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 8,339 | 631 | 0.01% | 0.01% | 217 | +2,722 | 48.46% | Q1 2026 | May 15, 2026 |
| Bank of Marin | History | Added to | 8,146 | 616 | 0.45% | 0.41% | 218 | +295 | 3.76% | Q1 2026 | May 14, 2026 |
| Aprio Wealth Management, LLC | History | New | 7,920 | 599 | 0.03% | — | 219 | +7,920 | New | Q1 2026 | May 11, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 7,808 | 591 | 0.01% | 0.01% | 220 | +2,339 | 42.77% | Q1 2026 | Apr 29, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 7,798 | 590 | 0.0% | 0.0% | 221 | +905 | 13.13% | Q1 2026 | Apr 29, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 7,532 | 570 | 0.02% | 0.02% | 222 | +765 | 11.3% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 7,349 | 556 | 0.0% | 0.0% | 223 | +154 | 2.14% | Q1 2026 | May 15, 2026 |
| Plan Group Financial, LLC | History | New | 7,307 | 553 | 0.13% | — | 224 | +7,307 | New | Q1 2026 | Apr 13, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | Reduced | 7,188 | 544 | 0.33% | 0.35% | 225 | -323 | -4.3% | Q1 2026 | May 05, 2026 |
| Cardinal Point Capital Management ULC | History | New | 7,128 | 539 | 0.03% | — | 226 | +7,128 | New | Q1 2026 | Apr 20, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 7,080 | 536 | 0.19% | 0.18% | 227 | +879 | 14.18% | Q1 2026 | Apr 21, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | Reduced | 6,890 | 521 | 0.2% | 0.2% | 228 | -125 | -1.78% | Q1 2026 | May 12, 2026 |
| Berger Financial Group, Inc | History | No change | 6,683 | 506 | 0.03% | 0.03% | 229 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Sovran Advisors, LLC | History | Added to | 6,337 | 505 | 0.04% | 0.04% | 230 | +537 | 9.26% | Q1 2026 | May 01, 2026 |
| Fairvoy Private Wealth, LLC | History | Added to | 6,611 | 500 | 0.12% | 0.1% | 231 | +590 | 9.8% | Q1 2026 | Apr 20, 2026 |
| TFB Advisors LLC | History | Reduced | 6,459 | 489 | 0.26% | 0.26% | 232 | -6,124 | -48.67% | Q1 2026 | Apr 20, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 6,277 | 483 | 0.0% | 0.01% | 234 | -993 | -13.66% | Q1 2026 | Apr 07, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 6,390 | 483 | 0.02% | 0.02% | 233 | -97 | -1.5% | Q1 2026 | May 06, 2026 |
| Phoenix Wealth Advisors | History | No change | 5,995 | 454 | 0.18% | 0.17% | 235 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Eaton Financial Holdings Company, LLC | History | New | 5,972 | 452 | 0.15% | — | 236 | +5,972 | New | Q1 2026 | Apr 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 5,733 | 434 | 0.0% | 0.0% | 237 | +190 | 3.43% | Q1 2026 | Apr 20, 2026 |
| Creative Planning | History | Reduced | 5,583 | 422 | 0.0% | 0.0% | 238 | -3,042 | -35.27% | Q1 2026 | May 12, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 5,410 | 409 | 0.0% | 0.0% | 239 | -320 | -5.58% | Q1 2026 | May 08, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 5,395 | 408 | 0.05% | 0.06% | 240 | -610 | -10.16% | Q1 2026 | Apr 28, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 5,290 | 400 | 0.0% | 0.0% | 241 | -78 | -1.45% | Q1 2026 | May 05, 2026 |
| Cerity Partners LLC | History | Added to | 5,151 | 390 | 0.0% | 0.0% | 242 | +277 | 5.68% | Q1 2026 | May 15, 2026 |
| Patten Group, Inc. | History | Reduced | 5,040 | 381 | 0.07% | 0.07% | 243 | -75 | -1.47% | Q1 2026 | Apr 24, 2026 |
| Aegis Wealth Management, Inc. | History | Added to | 4,935 | 373 | 0.29% | 0.27% | 244 | +377 | 8.27% | Q1 2026 | Apr 20, 2026 |
| BESSEMER GROUP INC | History | Added to | 4,900 | 371 | 0.0% | 0.0% | 245 | +4,510 | 1156.41% | Q1 2026 | May 06, 2026 |
| Semus Wealth Partners LLC | History | Reduced | 4,888 | 370 | 0.21% | 0.2% | 246 | -100 | -2.0% | Q1 2026 | Apr 24, 2026 |
| Signature Wealth Management Group | History | Reduced | 4,874 | 369 | 0.14% | 0.16% | 247 | -386 | -7.34% | Q1 2026 | Apr 01, 2026 |
| CPWA, LLC | History | New | 4,534 | 365 | 0.44% | — | 248 | +4,534 | New | Q1 2026 | May 13, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | New | 4,795 | 363 | 0.0% | — | 249 | +4,795 | New | Q1 2026 | May 08, 2026 |
| STEPHENS INC /AR/ | History | Added to | 4,705 | 356 | 0.0% | 0.0% | 250 | +735 | 18.51% | Q1 2026 | Apr 28, 2026 |
| TritonPoint Partners, LLC | History | New | 4,692 | 355 | 0.13% | — | 251 | +4,692 | New | Q1 2026 | Apr 28, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 4,656 | 352 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Olde Wealth Management, LLC | History | Added to | 4,572 | 346 | 0.11% | 0.1% | 253 | +19 | 0.42% | Q1 2026 | May 12, 2026 |
| Shira Ridge Wealth Management | History | Added to | 4,513 | 341 | 0.13% | 0.13% | 254 | +47 | 1.05% | Q1 2026 | Apr 13, 2026 |
| FWG Holdings, LLC | History | Added to | 4,334 | 333 | 0.13% | 0.1% | 255 | +1,352 | 45.34% | Q1 2026 | Apr 13, 2026 |
| Goelzer Investment Management, Inc. | History | No change | 4,343 | 328 | 0.02% | 0.02% | 256 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Elm3 Financial Group, LLC | History | Added to | 4,295 | 325 | 0.27% | 0.17% | 257 | +1,613 | 60.14% | Q1 2026 | Apr 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 4,175 | 316 | 0.01% | 0.01% | 258 | -806 | -16.18% | Q1 2026 | May 14, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 4,163 | 315 | 0.06% | 0.06% | 259 | +142 | 3.53% | Q1 2026 | Apr 30, 2026 |
| PUREfi Wealth, LLC | History | Reduced | 4,009 | 303 | 0.2% | 0.26% | 260 | -489 | -10.87% | Q1 2026 | Apr 28, 2026 |
| Merit Financial Group, LLC | History | Reduced | 3,946 | 298 | 0.0% | 0.0% | 261 | -788 | -16.65% | Q1 2026 | Apr 15, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | Added to | 3,907 | 295 | 0.12% | 0.08% | 262 | +1,055 | 36.99% | Q1 2026 | Apr 22, 2026 |
| Ascension Capital Advisors, Inc. | History | New | 3,871 | 293 | 0.09% | — | 263 | +3,871 | New | Q1 2026 | May 13, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | New | 3,764 | 285 | 0.04% | — | 264 | +3,764 | New | Q1 2026 | May 01, 2026 |
| Sterling Investment Counsel, LLC | History | New | 3,763 | 285 | 0.08% | — | 265 | +3,763 | New | Q1 2026 | Apr 16, 2026 |
| Kestra Investment Management, LLC | History | New | 3,619 | 274 | 0.0% | — | 266 | +3,619 | New | Q1 2026 | May 11, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 3,579 | 271 | 0.01% | 0.02% | 267 | -2,074 | -36.69% | Q1 2026 | May 12, 2026 |
| United Advisor Group, LLC | History | Added to | 3,523 | 266 | 0.03% | 0.03% | 268 | +409 | 13.13% | Q1 2026 | Apr 17, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 3,488 | 264 | 0.0% | 0.01% | 269 | -3,447 | -49.7% | Q1 2026 | May 13, 2026 |
| Tripletail Wealth Management, LLC | History | New | 3,428 | 262 | 0.36% | — | 270 | +3,428 | New | Q1 2026 | May 14, 2026 |
| Composition Wealth, LLC | History | Reduced | 3,409 | 258 | 0.0% | 0.0% | 271 | -249 | -6.81% | Q1 2026 | Apr 08, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 3,396 | 257 | 0.0% | 0.0% | 272 | -683 | -16.74% | Q1 2026 | May 13, 2026 |
| GTS SECURITIES LLC | History | Reduced | 3,382 | 256 | 0.01% | 0.04% | 273 | -12,165 | -78.25% | Q1 2026 | May 14, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 3,333 | 252 | 0.11% | 0.11% | 274 | +140 | 4.38% | Q1 2026 | Apr 08, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 3,271 | 247 | 0.01% | 0.01% | 275 | +99 | 3.12% | Q1 2026 | Apr 16, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 3,265 | 247 | 0.13% | 0.16% | 276 | -33 | -1.0% | Q1 2026 | Apr 30, 2026 |
| Greenspring Advisors, LLC | History | New | 3,193 | 241 | 0.01% | — | 277 | +3,193 | New | Q1 2026 | May 04, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 3,113 | 235 | 0.02% | 0.03% | 278 | +59 | 1.93% | Q1 2026 | Apr 23, 2026 |
| BAM Wealth Management, LLC | History | Reduced | 3,086 | 233 | 0.17% | 0.19% | 279 | -392 | -11.27% | Q1 2026 | Apr 17, 2026 |
| Csenge Advisory Group | History | Added to | 2,947 | 223 | 0.01% | 0.01% | 280 | +4 | 0.14% | Q1 2026 | Apr 30, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 2,944 | 222 | 0.01% | — | 282 | +2,944 | New | Q1 2026 | Apr 22, 2026 |
| Allen Capital Group, LLC | History | No change | 2,938 | 222 | 0.02% | 0.02% | 281 | 0 | 0.0% | Q1 2026 | May 27, 2026 |
| Quadrant Private Wealth Management, LLC | History | New | 2,915 | 220 | 0.03% | — | 283 | +2,915 | New | Q1 2026 | May 06, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 2,795 | 211 | 0.0% | — | 284 | +2,795 | New | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 2,782 | 210 | 0.0% | 0.0% | 285 | +131 | 4.94% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 2,779 | 210 | 0.0% | 0.0% | 286 | +61 | 2.24% | Q1 2026 | May 15, 2026 |
| Sequent Planning LLC | History | New | 2,751 | 208 | 0.05% | — | 287 | +2,751 | New | Q1 2026 | Apr 21, 2026 |
| Clear Creek Financial Management, LLC | History | New | 2,705 | 204 | 0.02% | — | 289 | +2,705 | New | Q1 2026 | Apr 22, 2026 |
| Millington Financial Advisors, LLC | History | No change | 2,584 | 204 | 0.09% | 0.09% | 288 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 2,388 | 180 | 0.01% | 0.01% | 290 | +71 | 3.06% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Added to | 2,226 | 168 | 0.0% | 0.0% | 291 | +1,910 | 604.43% | Q1 2026 | May 05, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 1,892 | 143 | 0.0% | 0.0% | 292 | -1,859 | -49.56% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | New | 1,816 | 137 | 0.0% | — | 293 | +1,816 | New | Q1 2026 | May 01, 2026 |
| Root Financial Partners, LLC | History | Added to | 1,403 | 106 | 0.0% | 0.0% | 294 | +649 | 86.07% | Q1 2026 | Apr 24, 2026 |
| Capital Analysts, LLC | History | Reduced | 1,312 | 99 | 0.0% | 0.0% | 295 | -464 | -26.13% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 1,308 | 97 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sunrise Financial Services, LLC | History | New | 1,144 | 86 | 0.06% | — | 297 | +1,144 | New | Q1 2026 | Apr 29, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 1,070 | 81 | 0.04% | 0.04% | 298 | -55 | -4.89% | Q1 2026 | May 15, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 1,005 | 76 | 0.02% | 0.01% | 299 | +544 | 118.0% | Q1 2026 | May 07, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 995 | 75 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q1 2026 | May 18, 2026 |