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 | No change | 56,628,680 | 4,652,046 | 0.26% | 0.26% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 6,667,205 | 549,977 | 0.12% | 0.12% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | No change | 3,725,312 | 307,300 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 3,208,978 | 264,708 | 0.06% | 0.06% | 4 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| EASTERN BANK | History | Added to | 2,350,566 | 193,122 | 2.93% | 2.9% | 5 | +57,087 | 2.49% | Q3 2026 | Oct 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 2,000,314 | 165,005 | 0.34% | 0.34% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,848,441 | 152,477 | 0.04% | 0.04% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 1,671,130 | 137,300 | 1.22% | 1.3% | 8 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Lido Advisors, LLC | History | Added to | 1,656,574 | 136,104 | 0.35% | 0.35% | 9 | +111,108 | 7.19% | Q3 2026 | Nov 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,655,158 | 135,987 | 0.18% | 0.2% | 10 | -234,598 | -12.41% | Q3 2026 | Nov 02, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 1,606,508 | 132,520 | 0.98% | 0.98% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 1,574,842 | 129,909 | 0.25% | 0.25% | 12 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | No change | 1,323,787 | 109,199 | 0.1% | 0.1% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | Reduced | 1,321,342 | 108,561 | 0.18% | 0.2% | 14 | -73,318 | -5.26% | Q3 2026 | Oct 21, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 1,280,005 | 105,165 | 1.57% | 1.53% | 15 | +73,713 | 6.11% | Q3 2026 | Oct 22, 2026 |
| Bogart Wealth, LLC | History | No change | 1,248,235 | 102,966 | 3.53% | 3.53% | 16 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 1,215,609 | 100,275 | 0.94% | 0.94% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hughes Financial Services, LLC | History | Added to | 952,799 | 78,424 | 9.97% | 9.92% | 18 | +45,430 | 5.01% | Q3 2026 | Oct 30, 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 | No change | 915,678 | 75,534 | 6.01% | 6.01% | 20 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 860,002 | 70,945 | 0.08% | 0.08% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 842,940 | 69,534 | 1.1% | 1.1% | 22 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 755,700 | 62,088 | 0.81% | 0.81% | 23 | +10,423 | 1.4% | Q3 2026 | Oct 14, 2026 |
| Private Advisor Group, LLC | History | No change | 748,700 | 61,760 | 0.28% | 0.28% | 24 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| New England Professional Planning Group Inc. | History | Reduced | 742,797 | 61,028 | 23.19% | 23.46% | 25 | -19,112 | -2.51% | Q3 2026 | Oct 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 725,716 | 58,949 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pure Financial Advisors, LLC | History | No change | 644,750 | 53,185 | 0.68% | 0.68% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Richard P Slaughter Associates Inc | History | Reduced | 641,488 | 52,704 | 10.41% | 12.8% | 28 | -150,199 | -18.97% | Q3 2026 | Oct 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 603,856 | 49,748 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 528,757 | 43,442 | 0.99% | 1.19% | 30 | -63,496 | -10.72% | Q3 2026 | Nov 04, 2026 |
| First Financial Bank - Trust Division | History | Added to | 515,711 | 42,370 | 3.06% | 2.98% | 31 | +9,211 | 1.82% | Q3 2026 | Oct 01, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 497,617 | 40,884 | 3.87% | 3.73% | 32 | +17,227 | 3.59% | Q3 2026 | Oct 28, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 467,614 | 38,573 | 1.09% | 1.09% | 33 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Modern Wealth Management, LLC | History | No change | 463,659 | 38,247 | 0.46% | 0.46% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Added to | 465,234 | 38,223 | 8.8% | 8.41% | 35 | +6,183 | 1.35% | Q3 2026 | Oct 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 452,918 | 37,212 | 0.08% | 0.1% | 36 | -69,568 | -13.31% | Q3 2026 | Nov 02, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 426,403 | 35,173 | 0.56% | 0.56% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pallas Capital Advisors LLC | History | No change | 421,018 | 34,729 | 1.07% | 1.07% | 38 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 415,932 | 34,173 | 0.8% | 0.65% | 39 | +50,703 | 13.88% | Q3 2026 | Oct 29, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 409,691 | 33,660 | 0.96% | 1.08% | 40 | +58,008 | 16.49% | Q3 2026 | Oct 13, 2026 |
| HighPoint Advisor Group LLC | History | No change | 406,840 | 33,560 | 1.18% | 1.18% | 41 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EdgeRock Capital LLC | History | Added to | 399,443 | 32,818 | 7.12% | 7.08% | 42 | +20,734 | 5.47% | Q3 2026 | Nov 03, 2026 |
| Francis Financial, Inc. | History | No change | 396,161 | 32,679 | 5.35% | 5.35% | 43 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 395,866 | 32,524 | 1.57% | 1.79% | 44 | -40,599 | -9.3% | Q3 2026 | Oct 15, 2026 |
| Madison Asset Management, LLC | History | No change | 371,195 | 30,619 | 0.37% | 0.37% | 45 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kendall Capital Management | History | Added to | 358,552 | 29,458 | 4.87% | 4.81% | 46 | +8,785 | 2.51% | Q3 2026 | Oct 23, 2026 |
| National Philanthropic Trust | History | No change | 352,131 | 29,047 | 0.42% | 0.42% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 348,086 | 28,714 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 333,887 | 27,542 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AlphaCore Capital LLC | History | New | 329,499 | 27,071 | 0.43% | — | 50 | +329,499 | New | Q3 2026 | Nov 04, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 327,267 | 26,996 | 0.05% | 0.05% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elk River Wealth Management LLC | History | No change | 322,334 | 26,589 | 4.24% | 4.24% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Southern Farm Bureau Life Insurance | History | No change | 322,180 | 26,425 | 2.44% | 2.54% | 53 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 309,337 | 25,517 | 0.49% | 0.49% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Choice Wealth Advisors LLC | History | Added to | 306,900 | 25,214 | 8.72% | 8.85% | 55 | +1,253 | 0.41% | Q3 2026 | Oct 16, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 295,486 | 24,374 | 0.16% | 0.16% | 56 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 294,898 | 24,326 | 0.04% | 0.04% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tradition Wealth Management, LLC | History | No change | 290,502 | 23,963 | 1.46% | 1.46% | 58 | 0 | 0.0% | 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% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 284,668 | 23,388 | 0.4% | 0.38% | 60 | +22,835 | 8.72% | Q3 2026 | Oct 22, 2026 |
| MORGAN STANLEY | History | No change | 277,196 | 22,866 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 255,786 | 21,099 | 0.08% | 0.08% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 243,818 | 20,112 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Family Investment Center, Inc. | History | Reduced | 243,629 | 20,016 | 3.3% | 3.43% | 64 | -6,440 | -2.58% | Q3 2026 | Oct 19, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 233,655 | 19,197 | 3.49% | 3.47% | 65 | +7,103 | 3.14% | Q3 2026 | Oct 23, 2026 |
| Navigation Group, LLC | History | Added to | 226,039 | 18,571 | 3.7% | 3.58% | 66 | +3,057 | 1.37% | Q3 2026 | Oct 28, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 225,669 | 18,541 | 0.05% | 0.01% | 67 | +192,666 | 583.78% | Q3 2026 | Nov 02, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | Reduced | 219,483 | 18,032 | 1.75% | 2.01% | 68 | -21,707 | -9.0% | Q3 2026 | Oct 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 204,717 | 16,887 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 204,582 | 16,875 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | New | 202,895 | 16,669 | 0.95% | — | 71 | +202,895 | New | Q3 2026 | Oct 09, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 201,282 | 16,537 | 0.75% | 0.22% | 72 | +146,896 | 270.1% | Q3 2026 | Oct 28, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 194,929 | 16,015 | 1.83% | 1.81% | 73 | +6,298 | 3.34% | Q3 2026 | Oct 16, 2026 |
| Bryant Woods Investment Advisors, LLC | History | Added to | 191,224 | 15,710 | 4.43% | 3.76% | 74 | +27,097 | 16.51% | Q3 2026 | Oct 26, 2026 |
| Equitable Holdings, Inc. | History | No change | 191,388 | 15,625 | 0.09% | 0.09% | 75 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| FULTON BANK, N.A. | History | Added to | 169,547 | 13,929 | 0.42% | 0.35% | 76 | +31,784 | 23.07% | Q3 2026 | Oct 14, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Reduced | 153,381 | 12,601 | 1.7% | 1.75% | 77 | -2,773 | -1.78% | Q3 2026 | Oct 19, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 151,733 | 12,516 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 148,857 | 12,230 | 1.19% | 1.13% | 79 | +9,805 | 7.05% | Q3 2026 | Oct 27, 2026 |
| Apollon Wealth Management, LLC | History | New | 148,684 | 12,215 | 0.14% | — | 80 | +148,684 | New | Q3 2026 | Oct 23, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 145,592 | 11,962 | 0.07% | 0.08% | 81 | -14,947 | -9.31% | Q3 2026 | Oct 26, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 145,018 | 11,914 | 0.9% | 0.83% | 82 | +8,902 | 6.54% | Q3 2026 | Oct 08, 2026 |
| MN Wealth Advisors, LLC | History | Added to | 142,955 | 11,745 | 4.76% | 4.32% | 83 | +19,943 | 16.21% | Q3 2026 | Oct 23, 2026 |
| ForthRight Wealth Management, LLC | History | No change | 139,694 | 11,523 | 2.95% | 2.95% | 84 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sanctuary Advisors, LLC | History | No change | 135,563 | 11,182 | 0.05% | 0.05% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 134,817 | 11,076 | 0.17% | 0.17% | 86 | +4,751 | 3.65% | Q3 2026 | Oct 22, 2026 |
| Providence Financial Advisors, LLC | History | No change | 131,791 | 10,871 | 6.18% | 6.18% | 87 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SIMA Wealth Partners, LLC | History | Reduced | 125,640 | 10,322 | 7.2% | 7.47% | 88 | -2,117 | -1.66% | Q3 2026 | Oct 19, 2026 |
| KINTRA WEALTH, LLC | History | No change | 116,543 | 10,015 | 0.52% | 0.52% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 121,016 | 9,942 | 0.11% | 0.08% | 90 | +44,214 | 57.57% | Q3 2026 | Oct 21, 2026 |
| First National Bank of Mount Dora, Trust Investment Services | History | Added to | 118,042 | 9,698 | 1.93% | 1.92% | 91 | +1,971 | 1.7% | Q3 2026 | Oct 21, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 116,048 | 9,534 | 1.14% | 1.1% | 92 | +8,469 | 7.87% | Q3 2026 | Oct 28, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 115,582 | 9,496 | 1.66% | 1.74% | 93 | +1,417 | 1.24% | Q3 2026 | Oct 21, 2026 |
| Base Wealth Management LLC | History | Added to | 108,573 | 8,920 | 3.96% | 3.89% | 94 | +7,077 | 6.97% | Q3 2026 | Oct 21, 2026 |
| Etesian Wealth Advisors, Inc. | History | Reduced | 100,004 | 8,216 | 2.39% | 2.45% | 95 | -505 | -0.5% | Q3 2026 | Oct 27, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 94,221 | 7,772 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DAVENPORT & Co LLC | History | Added to | 93,782 | 7,705 | 0.04% | 0.01% | 97 | +72,417 | 338.95% | Q3 2026 | Oct 14, 2026 |
| Investors Portfolio Services LLC | History | No change | 92,647 | 7,642 | 5.83% | 5.83% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Centerline Wealth Advisors, LLC | History | Added to | 91,793 | 7,541 | 2.35% | 2.34% | 99 | +1,121 | 1.24% | Q3 2026 | Oct 15, 2026 |
| Merited Wealth, LLC | History | Added to | 87,598 | 7,197 | 4.99% | 4.6% | 100 | +8,762 | 11.11% | Q3 2026 | Oct 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 85,383 | 7,015 | 0.29% | 0.11% | 101 | +1,973 | 2.37% | Q3 2026 | Oct 21, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 83,272 | 6,869 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 79,235 | 6,536 | 1.12% | 1.12% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Leo Wealth, LLC | History | New | 77,978 | 6,406 | 1.36% | — | 104 | +77,978 | New | Q3 2026 | Oct 26, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 74,264 | 6,038 | 0.01% | 0.01% | 105 | -2,106 | -2.76% | Q3 2026 | Oct 13, 2026 |
| SACKS & ASSOCIATES, LLC | History | Added to | 72,974 | 5,995 | 4.19% | 4.08% | 106 | +480 | 0.66% | Q3 2026 | Oct 09, 2026 |
| Ascent Group, LLC | History | Reduced | 72,927 | 5,991 | 0.18% | 0.19% | 107 | -2,806 | -3.71% | Q3 2026 | Oct 30, 2026 |
| Newman Dignan & Sheerar, Inc. | History | New | 72,171 | 5,929 | 1.13% | — | 108 | +72,171 | New | Q3 2026 | Oct 20, 2026 |
| MCDONALD PARTNERS LLC | History | Added to | 68,422 | 5,621 | 1.33% | 1.06% | 109 | +15,545 | 29.4% | Q3 2026 | Nov 03, 2026 |
| Cooper Financial Group | History | Reduced | 67,578 | 5,552 | 0.44% | 0.49% | 110 | -4,284 | -5.96% | Q3 2026 | Oct 07, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 66,634 | 5,496 | 2.54% | 2.54% | 111 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 66,102 | 5,430 | 1.0% | 0.98% | 112 | +4,240 | 6.85% | Q3 2026 | Oct 15, 2026 |
| Apella Capital, LLC | History | Added to | 65,747 | 5,366 | 0.07% | 0.08% | 113 | +62 | 0.09% | Q3 2026 | Oct 08, 2026 |
| Kaizen Financial Strategies | History | Reduced | 62,803 | 5,159 | 2.03% | 2.17% | 114 | -19,082 | -23.3% | Q3 2026 | Oct 09, 2026 |
| Hopwood Nicholas Hunter | History | No change | 61,202 | 5,048 | 1.38% | 1.38% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 58,934 | 4,861 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IHT Wealth Management, LLC | History | No change | 58,055 | 4,788 | 0.1% | 0.1% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 57,379 | 4,733 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quantum Financial Planning Services, Inc. | History | Added to | 55,588 | 4,567 | 1.24% | 0.6% | 119 | +32,307 | 138.77% | Q3 2026 | Oct 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 53,706 | 4,430 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Storen Legacy Partners, LLC | History | No change | 53,510 | 4,414 | 1.2% | 1.2% | 121 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 52,065 | 4,294 | 0.05% | 0.05% | 122 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 50,326 | 4,151 | 0.38% | 0.38% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ignite Planners, LLC | History | Added to | 50,024 | 4,130 | 0.54% | 0.55% | 124 | +1,731 | 3.58% | Q3 2026 | Oct 14, 2026 |
| VESTOR CAPITAL, LLC | History | Reduced | 21,186 | 4,127 | 0.26% | 0.28% | 125 | -9,164 | -30.19% | Q3 2026 | Nov 04, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 48,149 | 3,971 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | No change | 47,082 | 3,883 | 0.08% | 0.08% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 47,041 | 3,864 | 0.65% | 0.33% | 128 | +23,970 | 103.9% | Q3 2026 | Oct 15, 2026 |
| NewEdge Wealth, LLC | History | No change | 43,293 | 3,571 | 0.04% | 0.04% | 129 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 42,606 | 3,500 | 0.61% | 0.41% | 130 | +16,600 | 63.83% | Q3 2026 | Oct 28, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Added to | 40,940 | 3,363 | 0.86% | 0.86% | 131 | +936 | 2.34% | Q3 2026 | Oct 06, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 40,218 | 3,317 | 0.2% | 0.2% | 132 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 39,444 | 3,253 | 0.05% | 0.05% | 133 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ascentis Independent Advisors | History | New | 39,154 | 3,216 | 0.19% | — | 134 | +39,154 | New | Q3 2026 | Nov 03, 2026 |
| WBH ADVISORY INC | History | No change | 37,865 | 3,123 | 0.21% | 0.21% | 135 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Western Wealth Management, LLC | History | No change | 37,389 | 3,084 | 0.1% | 0.1% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 5T Wealth, LLC | History | No change | 36,062 | 2,974 | 1.11% | 1.11% | 137 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| 1015 Capital Partners, LLC | History | No change | 35,920 | 2,963 | 2.48% | 2.48% | 138 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Mutual Advisors, LLC | History | No change | 34,859 | 2,875 | 0.05% | 0.05% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Red Mountain Financial, LLC | History | Reduced | 32,595 | 2,677 | 2.23% | 2.35% | 140 | -1,340 | -3.95% | Q3 2026 | Nov 03, 2026 |
| Independence Asset Advisors, LLC | History | Added to | 31,813 | 2,613 | 0.61% | 0.61% | 141 | +3,635 | 12.9% | Q3 2026 | Oct 22, 2026 |
| Purus Wealth Management, LLC | History | Reduced | 31,454 | 2,584 | 0.71% | 0.79% | 142 | -3,450 | -9.88% | Q3 2026 | Oct 15, 2026 |
| IFP Advisors, Inc | History | Added to | 31,183 | 2,561 | 0.04% | 0.04% | 143 | +1,306 | 4.37% | Q3 2026 | Oct 16, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 30,842 | 2,533 | 0.25% | 0.27% | 144 | -5,659 | -15.5% | Q3 2026 | Oct 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 30,524 | 2,517 | 0.57% | 0.57% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 29,287 | 2,406 | 0.29% | 0.33% | 146 | -4,058 | -12.17% | Q3 2026 | Oct 22, 2026 |
| VALICENTI ADVISORY SERVICES INC | History | Added to | 29,210 | 2,400 | 0.45% | 0.45% | 147 | +332 | 1.15% | Q3 2026 | Oct 23, 2026 |
| Peck Wealth Management, LLC | History | Reduced | 28,785 | 2,364 | 2.0% | 2.01% | 148 | -103 | -0.36% | Q3 2026 | Oct 29, 2026 |
| Elevation Wealth Management LLC | History | Added to | 28,607 | 2,350 | 1.59% | 1.55% | 149 | +3,535 | 14.1% | Q3 2026 | Nov 02, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 28,398 | 2,333 | 0.04% | 0.04% | 150 | -4,294 | -13.13% | Q3 2026 | Oct 28, 2026 |
| HB Wealth Management, LLC | History | Reduced | 28,058 | 2,305 | 0.01% | 0.01% | 151 | -2,346 | -7.72% | Q3 2026 | Oct 23, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 27,563 | 2,273 | 0.41% | 0.41% | 152 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 27,248 | 2,247 | 0.5% | 0.5% | 153 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 26,953 | 2,223 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 26,758 | 2,198 | 0.1% | 0.09% | 155 | +2,980 | 12.53% | Q3 2026 | Oct 16, 2026 |
| Wayfinding Financial, LLC | History | No change | 26,189 | 2,160 | 0.82% | 0.82% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atria Investments, Inc | History | Added to | 25,853 | 2,124 | 0.02% | 0.02% | 157 | +2,903 | 12.65% | Q3 2026 | Oct 15, 2026 |
| Belpointe Asset Management LLC | History | No change | 25,569 | 2,109 | 0.07% | 0.07% | 158 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Parcion Private Wealth LLC | History | Reduced | 25,482 | 2,093 | 0.11% | 0.12% | 159 | -991 | -3.74% | Q3 2026 | Oct 28, 2026 |
| First Bank & Trust | History | Added to | 25,451 | 2,091 | 0.3% | 0.26% | 160 | +4,326 | 20.48% | Q3 2026 | Oct 16, 2026 |
| Vise Technologies, Inc. | History | Added to | 25,061 | 2,058 | 0.02% | 0.02% | 161 | +740 | 3.04% | Q3 2026 | Oct 28, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 24,507 | 2,013 | 0.05% | 0.07% | 162 | -7,911 | -24.4% | Q3 2026 | Oct 05, 2026 |
| HighTower Advisors, LLC | History | No change | 24,117 | 1,989 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Nova Financial LLC | History | New | 23,973 | 1,969 | 0.83% | — | 164 | +23,973 | New | Q3 2026 | Nov 04, 2026 |
| Dakota Wealth Management | History | No change | 23,123 | 1,907 | 0.04% | 0.04% | 165 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 22,410 | 1,848 | 0.11% | 0.11% | 166 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| World Investment Advisors | History | No change | 22,700 | 1,806 | 0.03% | 0.03% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 21,649 | 1,785 | 0.11% | 0.11% | 168 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 21,419 | 1,759 | 0.01% | 0.02% | 169 | -1,915 | -8.21% | Q3 2026 | Oct 08, 2026 |
| Saxony Capital Management, LLC | History | Added to | 20,559 | 1,689 | 0.71% | 0.73% | 170 | +1,183 | 6.11% | Q3 2026 | Oct 15, 2026 |
| LANE BROTHERS & CO INC | History | Reduced | 20,495 | 1,683 | 1.7% | 1.26% | 171 | -2,769 | -11.9% | Q3 2026 | Nov 02, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 20,433 | 1,678 | 0.18% | 0.21% | 172 | -2,355 | -10.33% | Q3 2026 | Oct 22, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 20,011 | 1,650 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Intrepid Financial Planning Group LLC | History | No change | 19,139 | 1,578 | 0.54% | 0.54% | 174 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PLANNING DIRECTIONS INC | History | No change | 19,116 | 1,576 | 0.73% | 0.73% | 175 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Geneos Wealth Management Inc. | History | No change | 19,078 | 1,573 | 0.03% | 0.03% | 176 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | No change | 18,607 | 1,534 | 0.29% | 0.29% | 177 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| Essex Financial Services, Inc. | History | No change | 18,522 | 1,527 | 0.08% | 0.08% | 178 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 18,463 | 1,523 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 18,244 | 1,498 | 0.11% | 0.1% | 180 | -875 | -4.58% | Q3 2026 | Oct 28, 2026 |
| Balefire, LLC | History | Reduced | 18,105 | 1,487 | 0.23% | 0.26% | 181 | -1,049 | -5.48% | Q3 2026 | Oct 09, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Reduced | 17,834 | 1,465 | 2.1% | 2.64% | 182 | -3,123 | -14.9% | Q3 2026 | Oct 19, 2026 |
| Ruggaard & Associates LLC | History | No change | 16,630 | 1,371 | 0.49% | 0.49% | 183 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| 3Chopt Investment Partners, LLC | History | Reduced | 16,560 | 1,360 | 0.24% | 0.28% | 184 | -1,461 | -8.11% | Q3 2026 | Oct 30, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 15,909 | 1,307 | 0.09% | 0.09% | 185 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 15,771 | 1,295 | 0.06% | 0.07% | 186 | -1,528 | -8.83% | Q3 2026 | Nov 04, 2026 |
| Fermata Advisors, LLC | History | New | 15,357 | 1,261 | 0.24% | — | 187 | +15,357 | New | Q3 2026 | Oct 09, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 14,877 | 1,222 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Advisory Services Network, LLC | History | No change | 14,401 | 1,187 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 14,005 | 1,155 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 13,909 | 1,131 | 0.05% | 0.05% | 191 | +260 | 1.9% | Q3 2026 | Oct 15, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 13,706 | 1,130 | 0.23% | 0.23% | 192 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Integras Partners LLC | History | Added to | 13,733 | 1,128 | 0.63% | 0.58% | 193 | +939 | 7.34% | Q3 2026 | Oct 30, 2026 |
| DEARBORN PARTNERS LLC | History | No change | 13,920 | 1,054 | 0.06% | 0.06% | 194 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 12,386 | 1,021 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 12,250 | 1,010 | 0.38% | 0.38% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 12,140 | 1,001 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 11,141 | 919 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LRI Investments, LLC | History | No change | 11,146 | 919 | 0.07% | 0.07% | 199 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 10,729 | 881 | 0.04% | 0.04% | 200 | +40 | 0.37% | Q3 2026 | Nov 04, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 10,643 | 874 | 0.28% | 0.3% | 201 | -464 | -4.18% | Q3 2026 | Oct 14, 2026 |
| Boyer Financial Services, Inc. | History | Reduced | 10,454 | 858 | 0.69% | 0.76% | 202 | -470 | -4.3% | Q3 2026 | Oct 23, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | Added to | 10,451 | 858 | 0.48% | 0.47% | 203 | +317 | 3.13% | Q3 2026 | Nov 03, 2026 |
| GeoWealth Management, LLC | History | No change | 10,017 | 826 | 0.03% | 0.03% | 204 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 9,947 | 820 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 9,866 | 813 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MAI Capital Management | History | No change | 9,138 | 753 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compound Planning, Inc. | History | No change | 9,075 | 748 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Integrated Capital Management, LLC | History | Added to | 8,938 | 734 | 0.27% | 0.26% | 209 | +150 | 1.71% | Q3 2026 | Oct 23, 2026 |
| Emergent Wealth Advisors, LLC | History | Added to | 8,832 | 725 | 0.38% | 0.38% | 210 | +48 | 0.55% | Q3 2026 | Oct 08, 2026 |
| Eaton Financial Holdings Company, LLC | History | No change | 8,717 | 719 | 0.2% | 0.2% | 211 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Atlas Wealth LLC | History | No change | 8,522 | 702 | 0.1% | 0.1% | 212 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 8,347 | 685 | 0.0% | 0.0% | 213 | +2,632 | 46.05% | Q3 2026 | Oct 16, 2026 |
| StoneX Group Inc. | History | Reduced | 8,313 | 682 | 0.02% | 0.05% | 214 | -6,481 | -43.81% | Q3 2026 | Nov 03, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 8,241 | 679 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fairvoy Private Wealth, LLC | History | Added to | 8,043 | 660 | 0.13% | 0.12% | 216 | +665 | 9.01% | Q3 2026 | Oct 19, 2026 |
| Creative Planning | History | Added to | 8,018 | 658 | 0.0% | 0.0% | 217 | +1,237 | 18.24% | Q3 2026 | Nov 02, 2026 |
| Carnegie Investment Counsel | History | No change | 8,000 | 657 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 7,942 | 655 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 7,790 | 640 | 0.05% | 0.06% | 220 | -1,055 | -11.93% | Q3 2026 | Oct 20, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 7,696 | 634 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| &PARTNERS | History | No change | 7,609 | 627 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aegis Wealth Management, Inc. | History | Added to | 7,619 | 625 | 0.37% | 0.35% | 223 | +1,088 | 16.66% | Q3 2026 | Oct 26, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 7,543 | 619 | 0.0% | 0.0% | 224 | -25,721 | -77.32% | Q3 2026 | Oct 30, 2026 |
| Marshall Financial Group, LLC | History | No change | 7,416 | 611 | 0.09% | 0.09% | 225 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | No change | 7,419 | 611 | 0.31% | 0.31% | 226 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bank of New York Mellon Corp | History | No change | 7,133 | 588 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 7,128 | 585 | 0.03% | 0.03% | 228 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| UBS Group AG | History | No change | 6,959 | 574 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | No change | 6,890 | 568 | 0.21% | 0.21% | 230 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pathstone Holdings, LLC | History | No change | 6,864 | 566 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Berger Financial Group, Inc | History | No change | 6,683 | 551 | 0.03% | 0.03% | 232 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 6,498 | 533 | 0.01% | 0.03% | 233 | -29,302 | -81.85% | Q3 2026 | Oct 30, 2026 |
| TFB Advisors LLC | History | Added to | 6,465 | 531 | 0.22% | 0.23% | 234 | +121 | 1.91% | Q3 2026 | Nov 02, 2026 |
| Financial Partners Group, Inc | History | Added to | 6,436 | 528 | 0.05% | 0.03% | 235 | +3,085 | 92.06% | Q3 2026 | Oct 19, 2026 |
| Sovran Advisors, LLC | History | Added to | 6,177 | 508 | 0.03% | 0.04% | 236 | +3 | 0.05% | Q3 2026 | Oct 30, 2026 |
| PUREfi Wealth, LLC | History | Added to | 6,027 | 495 | 0.23% | 0.23% | 238 | +887 | 17.26% | Q3 2026 | Oct 19, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | Reduced | 6,032 | 495 | 0.16% | 0.17% | 237 | -30 | -0.49% | Q3 2026 | Oct 21, 2026 |
| Nuveen, LLC | History | No change | 5,988 | 493 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Phoenix Wealth Advisors | History | No change | 5,995 | 492 | 0.15% | 0.17% | 240 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Meridian Wealth Management, LLC | History | No change | 5,821 | 480 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 5,750 | 472 | 0.05% | 0.05% | 243 | +255 | 4.64% | Q3 2026 | Oct 30, 2026 |
| Bank of Marin | History | No change | 5,722 | 472 | 0.33% | 0.33% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aspire Capital Advisors LLC | History | No change | 5,652 | 466 | 0.09% | 0.09% | 244 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Windsor Capital Management, LLC | History | Added to | 5,280 | 433 | 0.11% | 0.08% | 245 | +1,490 | 39.31% | Q3 2026 | Oct 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 5,175 | 426 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 5,101 | 420 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 5,062 | 417 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFG Advisory, LLC | History | No change | 5,032 | 415 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Plan Group Financial, LLC | History | Reduced | 4,990 | 409 | 0.08% | 0.12% | 250 | -2,278 | -31.34% | Q3 2026 | Oct 22, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 4,968 | 408 | 0.0% | — | 252 | +4,968 | New | Q3 2026 | Oct 20, 2026 |
| Semus Wealth Partners LLC | History | Added to | 4,970 | 408 | 0.19% | 0.2% | 251 | +54 | 1.1% | Q3 2026 | Oct 22, 2026 |
| BESSEMER GROUP INC | History | No change | 4,900 | 404 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 4,795 | 395 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 4,783 | 394 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Olde Wealth Management, LLC | History | No change | 4,730 | 390 | 0.11% | 0.11% | 256 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STEPHENS INC /AR/ | History | No change | 4,696 | 387 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Quantinno Capital Management LP | History | No change | 4,690 | 386 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mayfair Advisory Group, LLC | History | Reduced | 4,698 | 385 | 0.11% | 0.16% | 259 | -1,822 | -27.94% | Q3 2026 | Oct 19, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 4,616 | 380 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CPWA, LLC | History | Reduced | 4,616 | 376 | 0.41% | 0.44% | 261 | -37 | -0.8% | Q3 2026 | Nov 04, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 4,528 | 372 | 0.02% | 0.03% | 262 | -2,740 | -37.7% | Q3 2026 | Oct 13, 2026 |
| Patten Group, Inc. | History | Reduced | 4,399 | 361 | 0.06% | 0.06% | 263 | -80 | -1.79% | Q3 2026 | Oct 26, 2026 |
| Goelzer Investment Management, Inc. | History | No change | 4,343 | 356 | 0.02% | 0.02% | 264 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| FWG Holdings, LLC | History | No change | 4,298 | 351 | 0.12% | 0.12% | 265 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | No change | 3,933 | 324 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Elm3 Financial Group, LLC | History | Reduced | 3,839 | 315 | 0.21% | 0.23% | 267 | -225 | -5.54% | Q3 2026 | Oct 07, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 3,788 | 312 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 3,648 | 300 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XY Planning Network, Inc. | History | Added to | 3,610 | 296 | 0.03% | 0.03% | 270 | +641 | 21.59% | Q3 2026 | Oct 13, 2026 |
| Sterling Investment Counsel, LLC | History | Reduced | 3,524 | 289 | 0.07% | 0.07% | 271 | -216 | -5.78% | Q3 2026 | Oct 19, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | No change | 3,409 | 281 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GTS SECURITIES LLC | History | No change | 3,385 | 279 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 3,337 | 275 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 3,333 | 274 | 0.1% | 0.1% | 275 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Tripletail Wealth Management, LLC | History | No change | 3,298 | 273 | 0.31% | 0.31% | 276 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Composition Wealth, LLC | History | No change | 3,295 | 271 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ascension Capital Advisors, Inc. | History | No change | 3,286 | 271 | 0.08% | 0.08% | 278 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 3,211 | 263 | 0.18% | 0.18% | 280 | -33 | -1.02% | Q3 2026 | Oct 20, 2026 |
| Greenspring Advisors, LLC | History | No change | 3,193 | 263 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Putney Financial Group LLC | History | New | 3,154 | 259 | 0.2% | — | 282 | +3,154 | New | Q3 2026 | Oct 30, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 3,153 | 259 | 0.02% | 0.02% | 281 | +35 | 1.12% | Q3 2026 | Oct 29, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 3,136 | 258 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Shira Ridge Wealth Management | History | Reduced | 3,107 | 255 | 0.09% | 0.11% | 284 | -831 | -21.1% | Q3 2026 | Oct 08, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 2,995 | 246 | 0.0% | 0.02% | 285 | -12,530 | -80.71% | Q3 2026 | Oct 15, 2026 |
| Sequent Planning LLC | History | No change | 2,994 | 246 | 0.05% | 0.05% | 286 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ledyard National Bank | History | New | 2,963 | 243 | 0.02% | — | 287 | +2,963 | New | Q3 2026 | Oct 21, 2026 |
| Allen Capital Group, LLC | History | No change | 2,938 | 241 | 0.02% | 0.02% | 288 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| United Advisor Group, LLC | History | Reduced | 2,923 | 240 | 0.02% | 0.03% | 289 | -33 | -1.12% | Q3 2026 | Nov 02, 2026 |
| Quadrant Private Wealth Management, LLC | History | No change | 2,915 | 239 | 0.03% | 0.05% | 290 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Mariner, LLC | History | No change | 2,852 | 235 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 2,849 | 234 | 0.07% | 0.07% | 292 | +36 | 1.28% | Q3 2026 | Nov 02, 2026 |
| US BANCORP \DE\ | History | No change | 2,782 | 229 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TCFG Investment Advisors, LLC | History | New | 2,784 | 226 | 0.08% | — | 294 | +2,784 | New | Q3 2026 | Oct 20, 2026 |
| BAM Wealth Management, LLC | History | Reduced | 2,637 | 216 | 0.12% | 0.16% | 295 | -372 | -12.36% | Q3 2026 | Oct 15, 2026 |
| JM2 Capital Inc. | History | No change | 2,640 | 216 | 0.14% | 0.15% | 296 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Capital Analysts, LLC | History | No change | 2,575 | 212 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Millington Financial Advisors, LLC | History | No change | 2,584 | 211 | 0.08% | 0.08% | 298 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| XTX Topco Ltd | History | No change | 2,486 | 205 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 2,469 | 202 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| QUANTIFY CHAOS ADVISORS, LLC | History | Reduced | 2,449 | 201 | 0.45% | 0.57% | 301 | -26 | -1.05% | Q3 2026 | Nov 04, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 2,102 | 173 | 0.01% | 0.01% | 303 | -145 | -6.45% | Q3 2026 | Oct 30, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,108 | 173 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,942 | 160 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 1,946 | 160 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 1,430 | 117 | 0.06% | 0.06% | 306 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Root Financial Partners, LLC | History | New | 1,403 | 115 | 0.0% | — | 307 | +1,403 | New | Q3 2026 | Oct 21, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 1,216 | 99 | 0.04% | 0.04% | 309 | +7 | 0.58% | Q3 2026 | Oct 30, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,203 | 99 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BFC Planning, Inc. | History | No change | 1,090 | 89 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 1,070 | 88 | 0.04% | 0.04% | 311 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| StrongBox Wealth, LLC | History | Added to | 1,056 | 86 | 0.02% | 0.02% | 313 | +125 | 13.43% | Q3 2026 | Nov 02, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 1,051 | 86 | 0.01% | 0.01% | 312 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 995 | 81 | 0.01% | 0.01% | 314 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 887 | 73 | 0.01% | 0.01% | 315 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GoalVest Advisory LLC | History | Added to | 865 | 71 | 0.01% | 0.01% | 316 | +43 | 5.23% | Q3 2026 | Oct 02, 2026 |
| Paladin Advisory Group, LLC | History | No change | 805 | 66 | 0.04% | 0.04% | 317 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Banco de Sabadell, S.A | History | No change | 659 | 54 | 0.03% | 0.03% | 318 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Orion Capital Management LLC | History | No change | 654 | 53 | 0.02% | 0.02% | 319 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Sunrise Financial Services, LLC | History | No change | 650 | 53 | 0.03% | 0.03% | 320 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Dunhill Financial, LLC | History | No change | 629 | 51 | 0.01% | 0.01% | 321 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 614 | 50 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 500 | 41 | 0.0% | — | 324 | +500 | New | Q3 2026 | Oct 27, 2026 |
| Miller Global Investments, LLC | History | No change | 505 | 41 | 0.03% | 0.03% | 323 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 451 | 37 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vision Retirement, LLC | History | No change | 449 | 37 | 0.01% | 0.01% | 326 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MATHER GROUP, LLC. | History | No change | 422 | 34 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Spire Wealth Management | History | Reduced | 377 | 30 | 0.0% | 0.0% | 328 | -19 | -4.8% | Q3 2026 | Oct 30, 2026 |
| CITIGROUP INC | History | Added to | 354 | 29 | 0.0% | 0.0% | 330 | +296 | 510.34% | Q3 2026 | Nov 04, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 363 | 29 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rossby Financial, LCC | History | No change | 309 | 25 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Allworth Financial LP | History | No change | 302 | 24 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Register Financial Advisors LLC | History | Added to | 280 | 23 | 0.01% | 0.01% | 333 | +33 | 13.36% | Q3 2026 | Oct 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 243 | 20 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard National Trust Co | History | No change | 254 | 20 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Asset Dedication, LLC | History | No change | 223 | 18 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Millstone Evans Group, LLC | History | No change | 201 | 16 | 0.01% | 0.01% | 337 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Signature Equity Partners, LLC | History | No change | 192 | 15 | 0.01% | 0.01% | 338 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 176 | 14 | 0.01% | 0.01% | 340 | +31 | 21.38% | Q3 2026 | Oct 30, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 180 | 14 | 0.01% | 0.01% | 339 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bare Financial Services, Inc | History | New | 154 | 12 | 0.0% | — | 341 | +154 | New | Q3 2026 | Nov 04, 2026 |
| VANGUARD ADVISERS INC | History | No change | 143 | 11 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LGT Financial Advisors LLC | History | No change | 122 | 10 | 0.05% | 0.05% | 343 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Key Capital Management, INC | History | No change | 119 | 9 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Parallel Advisors, LLC | History | Added to | 96 | 7 | 0.0% | 0.0% | 345 | +41 | 74.55% | Q3 2026 | Nov 03, 2026 |
| Continuum Advisory, LLC | History | No change | 93 | 7 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 78 | 6 | 0.0% | 0.33% | 347 | -44,165 | -99.82% | Q3 2026 | Nov 02, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 62 | 5 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 68 | 5 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Reduced | 50 | 4 | 0.0% | 0.0% | 352 | -25 | -33.33% | Q3 2026 | Oct 30, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 58 | 4 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 57 | 4 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wilmington Savings Fund Society, FSB | History | New | 45 | 3 | 0.0% | — | 354 | +45 | New | Q3 2026 | Oct 23, 2026 |
| WPG Advisers, LLC | History | New | 37 | 3 | 0.0% | — | 355 | +37 | New | Q3 2026 | Oct 27, 2026 |
| Abound Wealth Management | History | No change | 47 | 3 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| GAMMA Investing LLC | History | New | 27 | 2 | 0.0% | — | 359 | +27 | New | Q3 2026 | Oct 08, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 27 | 2 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bell Investment Advisors, Inc | History | No change | 26 | 2 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| REAP Financial Group, LLC | History | No change | 32 | 2 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Buck Wealth Strategies, LLC | History | New | 20 | 1 | 0.0% | — | 363 | +20 | New | Q3 2026 | Oct 28, 2026 |
| Latitude Advisors, LLC | History | New | 19 | 1 | 0.0% | — | 362 | +19 | New | Q3 2026 | Oct 27, 2026 |
| SHP Wealth Management | History | No change | 21 | 1 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Smartleaf Asset Management LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TBH Global Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.49% | — | -32,608 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Csenge Advisory Group | History | Closed out | 0 | 0 | — | 0.01% | — | -2,873 | -100.0% | Q3 2026 | Nov 04, 2026 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,613 | -100.0% | Q3 2026 | Oct 27, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -576 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -492 | -100.0% | Q3 2026 | Oct 16, 2026 |
| FINANCIAL CONSULATE, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q3 2026 | Oct 23, 2026 |
| TRUST CO OF VERMONT | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| BlackRock, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Park Square Financial Group, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |