J.P. Morgan Exchange-Traded Fund Trust - JMST
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 4,618,229 | 235,529 | 0.02% | 0.02% | 1 | +433,608 | 10.36% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 3,833,193 | 195,492 | 0.1% | 0.12% | 2 | -42,651 | -1.1% | Q2 2026 | Aug 12, 2026 |
| HB Wealth Management, LLC | History | Added to | 3,268,293 | 166,682 | 0.93% | 0.84% | 3 | +716,311 | 28.07% | Q2 2026 | Jul 29, 2026 |
| LPL Financial LLC | History | Added to | 3,079,442 | 157,051 | 0.04% | 0.04% | 4 | +160 | 0.01% | Q2 2026 | Aug 07, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 1,841,965 | 93,940 | 4.49% | 4.6% | 5 | +122,717 | 7.14% | Q2 2026 | Jul 24, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,577,056 | 80,429 | 0.01% | 0.01% | 6 | +24,844 | 1.6% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,562,424 | 79,683 | 0.01% | 0.01% | 7 | +300,794 | 23.84% | Q2 2026 | Aug 06, 2026 |
| FMR LLC | History | Reduced | 1,380,788 | 70,420 | 0.0% | 0.0% | 8 | -1,599 | -0.12% | Q2 2026 | Aug 13, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 1,202,000 | 61,225 | 5.04% | 5.44% | 9 | +12,119 | 1.02% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,199,281 | 61,163 | 0.0% | 0.0% | 10 | +214,170 | 21.74% | Q2 2026 | Aug 12, 2026 |
| BAILARD, INC. | History | Added to | 1,147,099 | 58,496 | 1.19% | 0.39% | 11 | +810,172 | 240.46% | Q2 2026 | Jul 30, 2026 |
| UBS Group AG | History | Added to | 1,081,228 | 55,142 | 0.01% | 0.01% | 12 | +45,330 | 4.38% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 960,457 | 48,983 | 0.01% | 0.01% | 13 | +17,633 | 1.87% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 781,688 | 39,850 | 0.1% | 0.1% | 14 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AlphaCore Capital LLC | History | Reduced | 747,047 | 38,099 | 0.7% | 0.93% | 15 | -22,310 | -2.9% | Q2 2026 | Aug 06, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | Added to | 727,451 | 37,099 | 2.64% | 3.0% | 16 | +865 | 0.12% | Q2 2026 | Jul 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 716,864 | 36,561 | 0.04% | 0.05% | 17 | -3,917 | -0.54% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 710,261 | 36,224 | 0.01% | 0.01% | 18 | +65,940 | 10.23% | Q2 2026 | Aug 14, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 678,796 | 34,513 | 1.88% | 1.9% | 19 | +51,438 | 8.2% | Q2 2026 | Aug 05, 2026 |
| NorthRock Partners, LLC | History | Reduced | 662,850 | 33,805 | 0.49% | 1.23% | 20 | -828,499 | -55.55% | Q2 2026 | Aug 11, 2026 |
| Corient Private Wealth LP | History | Reduced | 630,077 | 32,133 | 0.04% | 0.06% | 21 | -253,766 | -28.71% | Q2 2026 | Aug 27, 2026 |
| Mariner, LLC | History | Reduced | 614,234 | 31,325 | 0.03% | 0.05% | 22 | -273,761 | -30.83% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | Reduced | 604,676 | 30,838 | 0.04% | 0.05% | 23 | -37,934 | -5.9% | Q2 2026 | Aug 14, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 601,091 | 30,655 | 0.93% | 0.94% | 24 | +58,978 | 10.88% | Q2 2026 | Jul 14, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 590,310 | 30,105 | 0.2% | 0.25% | 25 | -22,772 | -3.71% | Q2 2026 | Sep 08, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 556,512 | 28,382 | 1.75% | 1.95% | 26 | +9,946 | 1.82% | Q2 2026 | Aug 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 543,104 | 27,685 | 0.01% | 0.01% | 27 | +122,456 | 29.11% | Q2 2026 | Aug 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 536,845 | 27,379 | 0.09% | 0.1% | 28 | +1,062 | 0.2% | Q2 2026 | Jul 28, 2026 |
| Trust Co | History | Added to | 532,294 | 27,146 | 2.45% | 2.49% | 29 | +11,800 | 2.27% | Q2 2026 | Jul 10, 2026 |
| Focus Partners Wealth | History | Added to | 524,475 | 26,748 | 0.03% | 0.03% | 30 | +70,670 | 15.57% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 524,263 | 26,700 | 0.04% | 0.04% | 31 | +130,421 | 33.12% | Q2 2026 | Jul 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 511,979 | 26,110 | 0.03% | 0.03% | 32 | -20,335 | -3.82% | Q2 2026 | Aug 05, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 508,803 | 25,948 | 2.76% | 3.13% | 33 | +31,678 | 6.64% | Q2 2026 | Jul 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 502,899 | 25,647 | 0.04% | 0.03% | 34 | +173,173 | 52.52% | Q2 2026 | Aug 13, 2026 |
| Global Wealth Management, LLC | History | Reduced | 502,395 | 25,622 | 13.05% | 14.53% | 35 | -20,313 | -3.89% | Q2 2026 | Jul 20, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 494,703 | 25,229 | 0.3% | 0.49% | 36 | -153,902 | -23.73% | Q2 2026 | Aug 06, 2026 |
| TFO Wealth Partners, LLC | History | Added to | 492,234 | 25,103 | 2.73% | 3.17% | 37 | +34,293 | 7.49% | Q2 2026 | Aug 10, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 480,527 | 24,506 | 0.01% | 0.0% | 38 | +85,833 | 21.75% | Q2 2026 | Aug 13, 2026 |
| SouthState Bank Corp | History | Added to | 466,374 | 23,785 | 0.99% | 0.78% | 39 | +139,118 | 42.51% | Q2 2026 | Aug 06, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 452,116 | 23,057 | 0.17% | 0.16% | 40 | +83,341 | 22.6% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | Added to | 446,304 | 22,761 | 0.02% | 0.02% | 41 | +34,036 | 8.26% | Q2 2026 | Aug 12, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 442,803 | 22,582 | 0.3% | 0.38% | 42 | -68,731 | -13.44% | Q2 2026 | Jul 15, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 442,140 | 22,549 | 0.53% | 0.75% | 43 | -83,818 | -15.94% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 411,148 | 20,968 | 0.03% | 0.03% | 44 | +28,646 | 7.49% | Q2 2026 | Aug 13, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 409,414 | 20,880 | 1.85% | 2.09% | 45 | -11,526 | -2.74% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 397,053 | 20,249 | 0.03% | 0.03% | 46 | +35,799 | 9.91% | Q2 2026 | Jul 29, 2026 |
| Private Advisor Group, LLC | History | Added to | 381,476 | 19,455 | 0.09% | 0.06% | 47 | +144,017 | 60.65% | Q2 2026 | Jul 27, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 359,911 | 18,355 | 3.45% | 3.52% | 48 | +140,912 | 64.34% | Q2 2026 | Jul 20, 2026 |
| Gradient Investments LLC | History | Added to | 356,845 | 18,199 | 0.25% | 0.22% | 49 | +84,397 | 30.98% | Q2 2026 | Jul 08, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 337,670 | 17,221 | 0.27% | 0.63% | 50 | -45,594 | -11.9% | Q2 2026 | Jul 28, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 317,774 | 16,206 | 0.59% | 0.68% | 51 | -31,155 | -8.93% | Q2 2026 | Aug 14, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 310,180 | 15,819 | 1.44% | 0.93% | 52 | +134,982 | 77.05% | Q2 2026 | Jul 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 293,012 | 14,943 | 0.01% | 0.01% | 53 | +43,804 | 17.58% | Q2 2026 | Aug 12, 2026 |
| Principle Wealth Partners LLC | History | Added to | 291,500 | 14,866 | 0.73% | 0.65% | 54 | +67,774 | 30.29% | Q2 2026 | Aug 07, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 289,295 | 14,754 | 0.14% | 0.17% | 55 | +3,454 | 1.21% | Q2 2026 | Aug 05, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 285,335 | 14,552 | 0.57% | 0.49% | 56 | +55,525 | 24.16% | Q2 2026 | Jul 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 283,757 | 14,471 | 0.0% | 0.0% | 57 | +30,660 | 12.11% | Q2 2026 | Sep 23, 2026 |
| Oak Harvest Investment Services | History | Added to | 282,359 | 14,400 | 1.34% | 1.44% | 58 | +11,817 | 4.37% | Q2 2026 | Jul 24, 2026 |
| NewEdge Advisors, LLC | History | Added to | 278,708 | 14,214 | 0.04% | 0.05% | 59 | +6,827 | 2.51% | Q2 2026 | Aug 12, 2026 |
| Boothe Investment Group, Inc. | History | Reduced | 274,289 | 13,988 | 4.41% | 4.55% | 60 | -3,057 | -1.1% | Q2 2026 | Jul 14, 2026 |
| Lido Advisors, LLC | History | Reduced | 268,691 | 13,703 | 0.04% | 0.04% | 61 | -10,663 | -3.82% | Q2 2026 | Aug 07, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 268,058 | 13,671 | 0.22% | 0.23% | 62 | +20,256 | 8.17% | Q2 2026 | Aug 10, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 262,671 | 13,396 | 2.5% | 2.82% | 63 | -6,833 | -2.54% | Q2 2026 | Jul 17, 2026 |
| Phoenix Wealth Advisors | History | Added to | 261,094 | 13,315 | 4.49% | 4.13% | 64 | +56,128 | 27.38% | Q2 2026 | Jul 31, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 260,393 | 13,280 | 0.1% | 0.1% | 65 | +57,451 | 28.31% | Q2 2026 | Jul 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 257,948 | 13,155 | 0.07% | 0.08% | 66 | -14,247 | -5.23% | Q2 2026 | Jul 17, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Added to | 245,679 | 12,529 | 2.42% | 2.77% | 67 | +9,124 | 3.86% | Q2 2026 | Jul 24, 2026 |
| Auxano Advisors, LLC | History | Reduced | 237,243 | 12,099 | 2.29% | 2.58% | 68 | -16,393 | -6.46% | Q2 2026 | Aug 07, 2026 |
| Elequin Capital, LP | History | Added to | 236,301 | 12,051 | 0.36% | 0.34% | 69 | +154,398 | 188.51% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 231,867 | 11,825 | 0.03% | 0.06% | 70 | -200,962 | -46.43% | Q2 2026 | Jul 27, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 231,332 | 11,797 | 0.13% | 0.19% | 71 | -84,782 | -26.82% | Q2 2026 | Aug 13, 2026 |
| Opal Wealth Advisors, LLC | History | Added to | 224,850 | 11,467 | 2.48% | 2.51% | 72 | +6,855 | 3.14% | Q2 2026 | Jul 20, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 220,283 | 11,234 | 0.14% | 0.12% | 73 | +44,624 | 25.4% | Q2 2026 | Aug 07, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 218,332 | 11,134 | 0.31% | 0.4% | 74 | -27,863 | -11.32% | Q2 2026 | Jul 24, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 214,582 | 10,943 | 0.79% | 1.02% | 75 | -28,304 | -11.65% | Q2 2026 | Aug 04, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | Reduced | 209,448 | 10,681 | 0.44% | 0.48% | 76 | -7,383 | -3.4% | Q2 2026 | Jul 21, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 208,365 | 10,626 | 0.43% | 0.48% | 77 | +1,336 | 0.65% | Q2 2026 | Jul 28, 2026 |
| TD Capital Management LLC | History | Reduced | 198,650 | 10,131 | 0.83% | 1.01% | 78 | -21,200 | -9.64% | Q2 2026 | Aug 06, 2026 |
| Aspen Wealth Management LLC | History | Added to | 195,619 | 9,976 | 1.69% | 1.67% | 79 | +31,609 | 19.27% | Q2 2026 | Jul 31, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 193,764 | 9,881 | 0.12% | 0.09% | 80 | +70,766 | 57.53% | Q2 2026 | Aug 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 187,582 | 9,566 | 0.02% | 0.02% | 81 | -68,257 | -26.68% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | Reduced | 186,728 | 9,523 | 0.1% | 0.13% | 82 | -9,311 | -4.75% | Q2 2026 | Aug 12, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 179,398 | 9,149 | 0.05% | 0.06% | 83 | -2,666 | -1.46% | Q2 2026 | Aug 10, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 166,682 | 8,500 | 0.18% | 0.2% | 84 | +2,970 | 1.81% | Q2 2026 | Jul 08, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 165,677 | 8,449 | 0.2% | 0.19% | 85 | +22,394 | 15.63% | Q2 2026 | Aug 03, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 165,574 | 8,444 | 0.54% | 0.45% | 86 | +41,202 | 33.13% | Q2 2026 | Jul 14, 2026 |
| Whitegate Investment Counselors, Inc. | History | Reduced | 164,442 | 8,386 | 2.39% | 2.82% | 87 | -9,565 | -5.5% | Q2 2026 | Aug 10, 2026 |
| Great Point Wealth Advisors, LLC | History | Reduced | 161,685 | 8,245 | 1.33% | 1.53% | 88 | -1,270 | -0.78% | Q2 2026 | Jul 23, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 157,816 | 8,048 | 1.2% | 1.55% | 89 | +1,416 | 0.91% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 152,465 | 7,775 | 0.08% | 0.09% | 90 | +3,514 | 2.36% | Q2 2026 | Aug 11, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 149,352 | 7,616 | 1.9% | 2.08% | 91 | +2,131 | 1.45% | Q2 2026 | Jul 07, 2026 |
| CENTRAL TRUST Co | History | Added to | 145,149 | 7,402 | 0.13% | 0.14% | 92 | +4,570 | 3.25% | Q2 2026 | Jul 31, 2026 |
| Southeast Asset Advisors, LLC | History | Added to | 143,600 | 7,323 | 0.74% | 0.8% | 93 | +358 | 0.25% | Q2 2026 | Aug 14, 2026 |
| Apex Wealth Management, LLC | History | Added to | 143,272 | 7,306 | 4.46% | 4.96% | 94 | +1,558 | 1.1% | Q2 2026 | Aug 11, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 143,243 | 7,305 | 0.69% | 0.82% | 95 | -2,389 | -1.64% | Q2 2026 | Aug 14, 2026 |
| MY Wealth Management Inc. | History | Added to | 141,183 | 7,200 | 5.07% | 1.87% | 96 | +103,225 | 271.95% | Q2 2026 | Aug 07, 2026 |
| Sierra Capital LLC | History | No change | 137,619 | 7,018 | 0.68% | 0.76% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PDS Planning, Inc | History | Added to | 131,459 | 6,704 | 0.39% | 0.37% | 98 | +20,415 | 18.38% | Q2 2026 | Aug 05, 2026 |
| EP Wealth Advisors, LLC | History | No change | 130,874 | 6,674 | 0.03% | 0.03% | 99 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 130,140 | 6,637 | 0.78% | 0.95% | 100 | -8,843 | -6.36% | Q2 2026 | Jul 23, 2026 |
| Mainsail Financial Group, LLC | History | Added to | 128,461 | 6,551 | 2.23% | 1.95% | 101 | +36,418 | 39.57% | Q2 2026 | Jul 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 127,481 | 6,501 | 0.01% | 0.01% | 102 | +10,847 | 9.3% | Q2 2026 | Aug 19, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 127,414 | 6,498 | 0.25% | 0.29% | 103 | +78 | 0.06% | Q2 2026 | Aug 13, 2026 |
| StrongBox Wealth, LLC | History | Added to | 126,661 | 6,459 | 1.84% | 1.91% | 104 | +9,537 | 8.14% | Q2 2026 | Jul 23, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Reduced | 125,377 | 6,394 | 1.64% | 1.83% | 105 | -354 | -0.28% | Q2 2026 | Jul 15, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 125,043 | 6,377 | 0.04% | 0.05% | 106 | -6,720 | -5.1% | Q2 2026 | Aug 12, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 122,067 | 6,225 | 0.58% | 0.6% | 107 | +8,992 | 7.95% | Q2 2026 | Jul 07, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 120,860 | 6,163 | 0.36% | 0.38% | 108 | +4,115 | 3.52% | Q2 2026 | Jul 22, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 120,084 | 6,124 | 0.08% | 0.08% | 109 | +12,934 | 12.07% | Q2 2026 | Aug 13, 2026 |
| Stewardship Advisors, LLC | History | Added to | 119,200 | 6,079 | 1.26% | 1.06% | 110 | +28,747 | 31.78% | Q2 2026 | Jul 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 116,144 | 5,923 | 0.0% | 0.0% | 111 | +80,988 | 230.37% | Q2 2026 | Aug 07, 2026 |
| ERn Financial, LLC | History | Added to | 115,911 | 5,911 | 0.98% | 1.01% | 112 | +10,419 | 9.88% | Q2 2026 | Jul 23, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Reduced | 115,502 | 5,890 | 1.16% | 1.4% | 113 | -3,947 | -3.3% | Q2 2026 | Jul 24, 2026 |
| BOKF, NA | History | Added to | 114,324 | 5,830 | 0.08% | 0.08% | 114 | +12,616 | 12.4% | Q2 2026 | Aug 10, 2026 |
| Capital Analysts, LLC | History | Reduced | 113,781 | 5,803 | 0.13% | 0.16% | 115 | -8,632 | -7.05% | Q2 2026 | Aug 05, 2026 |
| LPWM LLC | History | Added to | 112,326 | 5,728 | 1.27% | 1.15% | 116 | +22,873 | 25.57% | Q2 2026 | Jul 24, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 111,463 | 5,685 | 0.35% | 0.45% | 117 | -14,105 | -11.23% | Q2 2026 | Jul 21, 2026 |
| Savvy Advisors, Inc. | History | Added to | 110,657 | 5,643 | 0.12% | 0.13% | 118 | +15,098 | 15.8% | Q2 2026 | Aug 03, 2026 |
| Forza Wealth Management, LLC | History | Reduced | 106,400 | 5,426 | 1.66% | 1.94% | 119 | -2,800 | -2.56% | Q2 2026 | Jul 17, 2026 |
| Revolve Wealth Partners, LLC | History | Added to | 105,003 | 5,355 | 0.55% | 0.32% | 120 | +55,938 | 114.01% | Q2 2026 | Jul 09, 2026 |
| Ironwood Investment Counsel, LLC | History | Added to | 104,355 | 5,322 | 0.7% | 0.28% | 121 | +65,712 | 170.05% | Q2 2026 | Aug 05, 2026 |
| CAPITAL MANAGEMENT CORP /VA | History | Added to | 100,049 | 5,102 | 0.77% | 0.81% | 122 | +6,920 | 7.43% | Q2 2026 | Jul 29, 2026 |
| Leverty Financial Group, LLC | History | Added to | 98,985 | 5,048 | 0.98% | 0.85% | 123 | +23,345 | 30.86% | Q2 2026 | Jul 10, 2026 |
| Parallel Advisors, LLC | History | Added to | 98,335 | 5,015 | 0.08% | 0.06% | 124 | +32,548 | 49.47% | Q2 2026 | Aug 05, 2026 |
| Clearstead Advisors, LLC | History | New | 97,960 | 4,995 | 0.05% | — | 125 | +97,960 | New | Q2 2026 | Aug 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 97,690 | 4,982 | 0.01% | 0.01% | 126 | +18,411 | 23.22% | Q2 2026 | Aug 07, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 97,332 | 4,963 | 0.18% | 0.15% | 127 | +24,151 | 33.0% | Q2 2026 | Jul 08, 2026 |
| J.Safra Asset Management Corp | History | Reduced | 96,869 | 4,940 | 0.23% | 0.27% | 128 | -386 | -0.4% | Q2 2026 | Aug 06, 2026 |
| DAVENPORT & Co LLC | History | Added to | 94,869 | 4,838 | 0.02% | 0.0% | 129 | +86,940 | 1096.48% | Q2 2026 | Jul 13, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 90,481 | 4,614 | 0.68% | 0.36% | 130 | +33,786 | 59.59% | Q2 2026 | Jul 27, 2026 |
| Jupiter Wealth Management LLC | History | No change | 90,000 | 4,590 | 1.84% | 1.81% | 131 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RPg Family Wealth Advisory, LLC | History | Reduced | 89,649 | 4,572 | 0.95% | 0.97% | 132 | -1,265 | -1.39% | Q2 2026 | Aug 04, 2026 |
| Able Wealth Management LLC | History | Reduced | 88,291 | 4,502 | 1.03% | 1.55% | 133 | -25,260 | -22.25% | Q2 2026 | Jul 29, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 88,008 | 4,488 | 0.02% | 0.02% | 134 | +24,786 | 39.2% | Q2 2026 | Aug 13, 2026 |
| CFO4Life Group, LLC | History | Reduced | 87,863 | 4,481 | 0.6% | 0.68% | 135 | -229 | -0.26% | Q2 2026 | Aug 12, 2026 |
| Mutual Advisors, LLC | History | Reduced | 84,762 | 4,322 | 0.08% | 0.11% | 136 | -11,479 | -11.93% | Q2 2026 | Aug 14, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 83,534 | 4,260 | 0.21% | 0.27% | 137 | -11,700 | -12.29% | Q2 2026 | Aug 10, 2026 |
| VestGen Advisors, LLC | History | No change | 82,570 | 4,211 | 0.12% | 0.11% | 138 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 81,997 | 4,181 | 0.07% | 0.06% | 139 | +18,798 | 29.74% | Q2 2026 | Aug 07, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 81,200 | 4,141 | 0.22% | 0.22% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 79,620 | 4,060 | 0.08% | 0.1% | 141 | -2,445 | -2.98% | Q2 2026 | Aug 06, 2026 |
| Perennial Advisors, LLC | History | Reduced | 78,894 | 4,023 | 0.62% | 0.7% | 142 | -2,246 | -2.77% | Q2 2026 | Jul 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 78,122 | 3,984 | 0.0% | 0.0% | 143 | +67,206 | 615.67% | Q2 2026 | Aug 13, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 78,002 | 3,971 | 0.21% | 0.25% | 144 | +8,466 | 12.17% | Q2 2026 | Aug 14, 2026 |
| Ancora Advisors LLC | History | Reduced | 77,711 | 3,963 | 0.08% | 0.09% | 145 | -8,086 | -9.42% | Q2 2026 | Aug 14, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 76,757 | 3,914 | 0.3% | 0.34% | 146 | -2,824 | -3.55% | Q2 2026 | Jul 16, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 75,182 | 3,834 | 0.08% | 0.11% | 147 | +17,173 | 29.6% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 74,816 | 3,815 | 0.0% | 0.01% | 148 | -909 | -1.2% | Q2 2026 | Jul 28, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 74,269 | 3,787 | 0.77% | 0.83% | 149 | +10,647 | 16.73% | Q2 2026 | Jul 15, 2026 |
| SkyOak Wealth, LLC | History | Added to | 72,890 | 3,717 | 0.61% | 0.63% | 150 | +5,568 | 8.27% | Q2 2026 | Jul 30, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | New | 71,896 | 3,666 | 2.02% | — | 151 | +71,896 | New | Q2 2026 | Aug 13, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | No change | 70,555 | 3,596 | 0.4% | 0.4% | 152 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Legacy Private Trust Co. | History | Added to | 69,450 | 3,541 | 0.2% | 0.1% | 153 | +37,907 | 120.18% | Q2 2026 | Jul 21, 2026 |
| IF Advisors, LLC | History | Reduced | 69,000 | 3,519 | 2.31% | 5.69% | 154 | -89,000 | -56.33% | Q2 2026 | Aug 13, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Added to | 65,597 | 3,345 | 0.78% | 0.78% | 155 | +9,140 | 16.19% | Q2 2026 | Aug 07, 2026 |
| NCM Capital Management, LLC | History | Reduced | 65,165 | 3,323 | 1.02% | 1.29% | 156 | -5,600 | -7.91% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | Added to | 64,928 | 3,311 | 0.08% | 0.09% | 157 | +1,289 | 2.03% | Q2 2026 | Aug 07, 2026 |
| IFP Advisors, Inc | History | Added to | 64,786 | 3,304 | 0.06% | 0.07% | 158 | +362 | 0.56% | Q2 2026 | Jul 20, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 64,594 | 3,294 | 1.62% | 1.61% | 159 | +2,353 | 3.78% | Q2 2026 | Jul 16, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 64,372 | 3,283 | 0.0% | 0.0% | 160 | +31,871 | 98.06% | Q2 2026 | Aug 14, 2026 |
| Sandbox Financial Partners, LLC | History | No change | 61,103 | 3,115 | 0.88% | 0.88% | 161 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Arax Advisory Partners | History | Added to | 60,143 | 3,067 | 0.02% | 0.02% | 162 | +47,497 | 375.59% | Q2 2026 | Aug 10, 2026 |
| NavPoint Financial, Inc. | History | Reduced | 59,810 | 3,050 | 1.13% | 1.58% | 163 | -16,907 | -22.04% | Q2 2026 | Jul 23, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 59,751 | 3,047 | 0.14% | 0.14% | 164 | -684 | -1.13% | Q2 2026 | Jul 24, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 59,474 | 3,033 | 0.06% | 0.12% | 165 | -57,756 | -49.27% | Q2 2026 | Jul 09, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 59,482 | 3,033 | 0.05% | 0.07% | 166 | -14,445 | -19.54% | Q2 2026 | Aug 03, 2026 |
| Richard P Slaughter Associates Inc | History | Reduced | 59,181 | 3,018 | 0.59% | 1.04% | 167 | -35,150 | -37.26% | Q2 2026 | Jul 13, 2026 |
| Red Mountain Financial, LLC | History | Added to | 58,443 | 2,980 | 2.5% | 2.03% | 168 | +16,224 | 38.43% | Q2 2026 | Jul 21, 2026 |
| Granite Bay Wealth Management, LLC | History | New | 58,090 | 2,963 | 0.27% | — | 169 | +58,090 | New | Q2 2026 | Aug 14, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Reduced | 57,495 | 2,932 | 1.76% | 2.37% | 170 | -11,374 | -16.52% | Q2 2026 | Jul 29, 2026 |
| Wills Financial Group LLC | History | Reduced | 57,124 | 2,913 | 1.06% | 1.15% | 171 | -2,725 | -4.55% | Q2 2026 | Aug 14, 2026 |
| Invariant Investment Management | History | Reduced | 56,902 | 2,898 | 1.7% | 1.8% | 172 | -637 | -1.11% | Q2 2026 | Jul 08, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 56,149 | 2,863 | 0.22% | 0.23% | 173 | +111 | 0.2% | Q2 2026 | Jul 06, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 55,282 | 2,819 | 0.01% | 0.0% | 174 | +37,634 | 213.25% | Q2 2026 | Aug 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 55,134 | 2,810 | 0.07% | 0.07% | 175 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 54,132 | 2,760 | 0.48% | 1.59% | 176 | -110,170 | -67.05% | Q2 2026 | Jul 22, 2026 |
| Advisory Services Network, LLC | History | Added to | 53,831 | 2,745 | 0.03% | 0.03% | 177 | +10,474 | 24.16% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | Added to | 53,733 | 2,740 | 0.0% | 0.0% | 178 | +6,011 | 12.6% | Q2 2026 | Jul 30, 2026 |
| Laurel Wealth Planning LLC | History | Reduced | 53,505 | 2,728 | 1.21% | 1.51% | 179 | -2,496 | -4.46% | Q2 2026 | Jul 30, 2026 |
| Syverson Strege & Co | History | Added to | 53,011 | 2,703 | 0.59% | 0.61% | 180 | +3,634 | 7.36% | Q2 2026 | Aug 06, 2026 |
| Root Financial Partners, LLC | History | Added to | 52,750 | 2,690 | 0.1% | 0.09% | 181 | +13,429 | 34.15% | Q2 2026 | Jul 29, 2026 |
| Rossmore Private Capital | History | Reduced | 52,357 | 2,670 | 0.22% | 0.26% | 182 | -4,783 | -8.37% | Q2 2026 | Jul 31, 2026 |
| Firestone Capital Management | History | Added to | 51,798 | 2,641 | 0.49% | 0.43% | 184 | +11,459 | 28.41% | Q2 2026 | Jul 31, 2026 |
| Selby Wealth Management, LLC | History | Added to | 51,801 | 2,641 | 0.94% | 1.0% | 185 | +2,221 | 4.48% | Q2 2026 | Jul 09, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 51,803 | 2,641 | 0.17% | 0.19% | 183 | -117 | -0.23% | Q2 2026 | Aug 07, 2026 |
| Security Financial Services, INC. | History | Added to | 51,349 | 2,618 | 0.36% | 0.3% | 186 | +13,739 | 36.53% | Q2 2026 | Jul 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 51,315 | 2,617 | 0.0% | 0.0% | 187 | +51,276 | 131476.92% | Q2 2026 | Aug 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 51,056 | 2,603 | 0.07% | 0.09% | 188 | -2,641 | -4.92% | Q2 2026 | Jul 07, 2026 |
| Causey Wealth LLC | History | Added to | 50,980 | 2,600 | 1.02% | 0.77% | 189 | +15,393 | 43.25% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | Added to | 50,734 | 2,587 | 0.0% | 0.0% | 190 | +20,810 | 69.54% | Q2 2026 | Aug 13, 2026 |
| IHT Wealth Management, LLC | History | Added to | 50,361 | 2,568 | 0.05% | 0.06% | 191 | +2,045 | 4.23% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 50,336 | 2,567 | 0.01% | 0.01% | 192 | +10,069 | 25.01% | Q2 2026 | Jul 28, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 50,024 | 2,551 | 0.12% | 0.14% | 193 | -4,703 | -8.59% | Q2 2026 | Jul 23, 2026 |
| Summit Place Financial Advisors, LLC | History | Added to | 49,500 | 2,524 | 1.11% | 0.61% | 194 | +24,700 | 99.6% | Q2 2026 | Jul 29, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 49,288 | 2,513 | 0.01% | 0.01% | 195 | +19,355 | 64.66% | Q2 2026 | Aug 18, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Added to | 48,821 | 2,489 | 0.76% | 0.78% | 196 | +4,913 | 11.19% | Q2 2026 | Jul 21, 2026 |
| Canvas Wealth Advisors, LLC | History | Reduced | 47,075 | 2,400 | 0.33% | 0.62% | 197 | -24,258 | -34.01% | Q2 2026 | Jul 10, 2026 |
| Macro Advisors, Inc. | History | No change | 46,839 | 2,388 | 0.76% | 0.99% | 198 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Financial Solutions Advisory Group, Inc. | History | Added to | 46,729 | 2,379 | 0.3% | 0.3% | 199 | +3,801 | 8.85% | Q2 2026 | Jul 13, 2026 |
| Sargent Investment Group, LLC | History | Reduced | 46,511 | 2,372 | 0.29% | 0.36% | 200 | -7,775 | -14.32% | Q2 2026 | Aug 11, 2026 |
| Sound Portfolio Advisors, LLC | History | Added to | 46,062 | 2,349 | 1.67% | 0.64% | 201 | +30,625 | 198.39% | Q2 2026 | Aug 06, 2026 |
| Focus Financial Network, Inc. | History | Added to | 46,040 | 2,348 | 0.07% | 0.08% | 202 | +109 | 0.24% | Q2 2026 | Jul 09, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 46,003 | 2,346 | 0.33% | 0.37% | 203 | +201 | 0.44% | Q2 2026 | Aug 03, 2026 |
| Sunburst Financial Group, LLC | History | Reduced | 45,984 | 2,345 | 0.38% | 0.44% | 204 | -826 | -1.76% | Q2 2026 | Jul 08, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | Reduced | 45,617 | 2,326 | 1.17% | 1.35% | 205 | -3,112 | -6.39% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 45,410 | 2,315 | 0.03% | 0.04% | 206 | -5,834 | -11.38% | Q2 2026 | Aug 13, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 45,375 | 2,314 | 0.27% | 0.33% | 207 | -3,552 | -7.26% | Q2 2026 | Jul 27, 2026 |
| FULTON BANK, N.A. | History | Reduced | 44,554 | 2,272 | 0.07% | 0.09% | 208 | -5,936 | -11.76% | Q2 2026 | Jul 09, 2026 |
| Equitable Holdings, Inc. | History | Added to | 43,985 | 2,243 | 0.01% | 0.01% | 209 | +8,337 | 23.39% | Q2 2026 | Aug 17, 2026 |
| Cooper Financial Group | History | Reduced | 43,967 | 2,242 | 0.19% | 0.27% | 210 | -7,684 | -14.88% | Q2 2026 | Jul 08, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 43,823 | 2,234 | 0.02% | 0.02% | 211 | +3,102 | 7.62% | Q2 2026 | Aug 14, 2026 |
| Second Line Capital, LLC | History | Added to | 43,654 | 2,226 | 0.41% | 0.42% | 212 | +146 | 0.34% | Q2 2026 | Sep 02, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 43,360 | 2,211 | 0.03% | — | 213 | +43,360 | New | Q2 2026 | Jul 20, 2026 |
| Merit Financial Group, LLC | History | Reduced | 43,190 | 2,202 | 0.01% | 0.02% | 214 | -1,058 | -2.39% | Q2 2026 | Jul 20, 2026 |
| Goelzer Investment Management, Inc. | History | Added to | 42,043 | 2,144 | 0.09% | 0.07% | 215 | +12,113 | 40.47% | Q2 2026 | Jul 14, 2026 |
| PECAUT & CO. | History | Reduced | 41,785 | 2,131 | 0.65% | 0.73% | 216 | -2,152 | -4.9% | Q2 2026 | Aug 03, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Added to | 41,617 | 2,122 | 0.53% | 0.58% | 217 | +63 | 0.15% | Q2 2026 | Jul 27, 2026 |
| BFSG, LLC | History | Added to | 41,489 | 2,115 | 0.19% | 0.19% | 218 | +1,993 | 5.05% | Q2 2026 | Jul 20, 2026 |
| &PARTNERS | History | Reduced | 41,008 | 2,091 | 0.01% | 0.01% | 219 | -3,475 | -7.81% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 40,233 | 2,051 | 0.0% | 0.0% | 220 | +572 | 1.44% | Q2 2026 | Aug 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 40,225 | 2,050 | 0.13% | 0.13% | 221 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 40,000 | 2,040 | 0.15% | 0.21% | 222 | -10,000 | -20.0% | Q2 2026 | Aug 07, 2026 |
| Carter Financial, LLC | History | Added to | 40,016 | 2,040 | 1.53% | 1.75% | 223 | +507 | 1.28% | Q2 2026 | Aug 13, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 39,631 | 2,021 | 0.2% | 0.23% | 224 | +81 | 0.2% | Q2 2026 | Aug 06, 2026 |
| Circle Wealth Management, LLC | History | No change | 39,460 | 2,012 | 0.03% | 0.03% | 225 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LexAurum Advisors, LLC | History | Added to | 39,109 | 1,994 | 0.23% | 0.25% | 226 | +670 | 1.74% | Q2 2026 | Jul 15, 2026 |
| Bluespring Wealth Management, LLC | History | New | 38,640 | 1,970 | 0.04% | — | 227 | +38,640 | New | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 38,538 | 1,965 | 0.0% | 0.0% | 228 | -468,562 | -92.4% | Q2 2026 | Sep 02, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 38,457 | 1,961 | 0.0% | 0.0% | 229 | +10,966 | 39.89% | Q2 2026 | Aug 05, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 37,844 | 1,930 | 0.21% | 0.29% | 230 | -4,417 | -10.45% | Q2 2026 | Aug 06, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 37,791 | 1,927 | 0.18% | 0.17% | 231 | +7,115 | 23.19% | Q2 2026 | Aug 11, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 37,719 | 1,923 | 0.38% | 0.33% | 232 | +9,147 | 32.01% | Q2 2026 | Jul 22, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Reduced | 36,995 | 1,886 | 0.06% | 0.15% | 233 | -45,638 | -55.23% | Q2 2026 | Jul 16, 2026 |
| Vise Technologies, Inc. | History | Added to | 36,836 | 1,878 | 0.02% | 0.03% | 234 | +8,948 | 32.09% | Q2 2026 | Aug 10, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | Added to | 36,589 | 1,866 | 0.96% | 0.87% | 235 | +5,294 | 16.92% | Q2 2026 | Jul 22, 2026 |
| Bolthouse Investments, LLC | History | No change | 36,445 | 1,858 | 1.51% | 1.68% | 236 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 36,373 | 1,855 | 0.34% | 0.11% | 237 | +26,558 | 270.59% | Q2 2026 | Aug 11, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 36,211 | 1,846 | 0.37% | 0.41% | 238 | +1,083 | 3.08% | Q2 2026 | Jul 24, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 36,133 | 1,842 | 0.22% | 0.16% | 240 | +12,142 | 50.61% | Q2 2026 | Aug 10, 2026 |
| Alpha Omega Wealth Management LLC | History | Added to | 36,128 | 1,842 | 0.28% | 0.29% | 239 | +724 | 2.04% | Q2 2026 | Jul 20, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 35,930 | 1,832 | 0.03% | 0.02% | 241 | +22,149 | 160.72% | Q2 2026 | Jul 15, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 35,707 | 1,821 | 0.04% | 0.05% | 242 | +4,222 | 13.41% | Q2 2026 | Jul 31, 2026 |
| MAI Capital Management | History | No change | 35,600 | 1,815 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 35,527 | 1,811 | 0.66% | 0.69% | 244 | +4,063 | 12.91% | Q2 2026 | Jul 14, 2026 |
| Global Retirement Partners, LLC | History | New | 35,152 | 1,792 | 0.03% | — | 245 | +35,152 | New | Q2 2026 | Aug 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 35,088 | 1,789 | 0.02% | 0.03% | 246 | -9,816 | -21.86% | Q2 2026 | Jul 28, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 35,042 | 1,787 | 0.2% | 0.24% | 247 | +111 | 0.32% | Q2 2026 | Aug 10, 2026 |
| Kooman & Associates | History | Added to | 35,030 | 1,786 | 0.48% | 0.53% | 248 | +457 | 1.32% | Q2 2026 | Jul 22, 2026 |
| Bramshill Investments, LLC | History | No change | 34,847 | 1,777 | 0.14% | 0.15% | 249 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 34,060 | 1,737 | 0.03% | 0.01% | 250 | +22,657 | 198.69% | Q2 2026 | Jul 31, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 34,021 | 1,735 | 0.13% | 0.11% | 251 | +7,077 | 26.27% | Q2 2026 | Jul 29, 2026 |
| Shum Financial Group, Inc. | History | Added to | 33,986 | 1,733 | 1.04% | 0.61% | 252 | +17,144 | 101.79% | Q2 2026 | Jul 22, 2026 |
| Narus Financial Partners, LLC | History | Reduced | 33,965 | 1,732 | 0.44% | 0.47% | 253 | -1,005 | -2.87% | Q2 2026 | Jul 31, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 33,819 | 1,724 | 0.04% | 0.06% | 254 | -5,185 | -13.29% | Q2 2026 | Jul 13, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 33,800 | 1,723 | 0.09% | 0.11% | 255 | -5,800 | -14.65% | Q2 2026 | Jul 24, 2026 |
| Jacobi Capital Management LLC | History | Added to | 33,776 | 1,722 | 0.08% | 0.09% | 256 | +875 | 2.66% | Q2 2026 | Jul 31, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 32,784 | 1,671 | 0.11% | 0.13% | 257 | -183 | -0.56% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 32,059 | 1,635 | 0.02% | 0.01% | 258 | +8,203 | 34.39% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 31,856 | 1,624 | 0.01% | 0.01% | 259 | -2,263 | -6.63% | Q2 2026 | Aug 13, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | Added to | 31,646 | 1,613 | 0.98% | 0.87% | 260 | +6,483 | 25.76% | Q2 2026 | Jul 21, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 31,538 | 1,608 | 0.09% | 0.1% | 261 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 31,448 | 1,603 | 0.01% | 0.02% | 262 | +647 | 2.1% | Q2 2026 | Jul 27, 2026 |
| BayBridge Capital Group, LLC | History | No change | 31,115 | 1,586 | 0.83% | 0.98% | 263 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Vawter Financial, Ltd. | History | Reduced | 30,942 | 1,578 | 0.59% | 0.79% | 264 | -6,066 | -16.39% | Q2 2026 | Jul 24, 2026 |
| Boulder Wealth Advisors, LLC | History | Reduced | 30,531 | 1,557 | 0.57% | 3.91% | 265 | -162,005 | -84.14% | Q2 2026 | Aug 07, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 29,800 | 1,519 | 0.16% | 0.18% | 266 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 29,527 | 1,505 | 0.32% | 0.95% | 268 | -44,885 | -60.32% | Q2 2026 | Aug 04, 2026 |
| Compass Financial Group, Inc. | History | Reduced | 29,520 | 1,505 | 0.64% | 0.69% | 267 | -313 | -1.05% | Q2 2026 | Aug 04, 2026 |
| Skyline Advisors, Inc. | History | Reduced | 29,491 | 1,504 | 0.47% | 0.75% | 269 | -12,415 | -29.63% | Q2 2026 | Jul 20, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | Added to | 29,356 | 1,497 | 0.49% | 0.56% | 270 | +44 | 0.15% | Q2 2026 | Aug 13, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 29,347 | 1,496 | 0.43% | 0.51% | 271 | -662 | -2.21% | Q2 2026 | Jul 29, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 28,971 | 1,477 | 0.44% | 0.43% | 272 | +3,748 | 14.86% | Q2 2026 | Aug 12, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 28,980 | 1,477 | 0.08% | 0.1% | 273 | -1,347 | -4.44% | Q2 2026 | Jul 29, 2026 |
| Strategic Wealth Advisors LLC | History | Reduced | 28,993 | 1,476 | 1.26% | 1.2% | 274 | -295 | -1.01% | Q2 2026 | Aug 07, 2026 |
| Princeton Global Asset Management LLC | History | No change | 28,043 | 1,430 | 0.2% | 0.23% | 275 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| URS Advisory LLC | History | Added to | 28,015 | 1,428 | 0.79% | 0.81% | 276 | +6,343 | 29.27% | Q2 2026 | Jul 27, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 27,756 | 1,415 | 0.03% | 0.03% | 277 | +2,900 | 11.67% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 27,686 | 1,411 | 0.0% | 0.0% | 278 | -857 | -3.0% | Q2 2026 | Aug 14, 2026 |
| Impact Capital Partners LLC | History | Added to | 27,639 | 1,409 | 0.38% | 0.1% | 279 | +21,025 | 317.89% | Q2 2026 | Jul 14, 2026 |
| Aries Wealth Management | History | Reduced | 27,355 | 1,395 | 0.27% | 0.35% | 280 | -4,115 | -13.08% | Q2 2026 | Jul 24, 2026 |
| Savant Capital, LLC | History | Added to | 27,018 | 1,377 | 0.0% | 0.01% | 281 | +2,535 | 10.35% | Q2 2026 | Aug 10, 2026 |
| Rothschild Wealth LLC | History | No change | 26,800 | 1,366 | 0.11% | 0.12% | 282 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Waverly Advisors, LLC | History | Added to | 26,700 | 1,361 | 0.01% | 0.01% | 283 | +2,528 | 10.46% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 26,390 | 1,345 | 0.02% | 0.02% | 284 | -933 | -3.41% | Q2 2026 | Aug 12, 2026 |
| Essex Bank | History | Added to | 26,104 | 1,331 | 0.29% | 0.25% | 285 | +3,839 | 17.24% | Q2 2026 | Jul 23, 2026 |
| Paladin Advisory Group, LLC | History | Reduced | 25,964 | 1,324 | 0.88% | 1.03% | 286 | -558 | -2.1% | Q2 2026 | Jul 28, 2026 |
| Bison Wealth, LLC | History | Added to | 25,757 | 1,311 | 0.12% | 0.04% | 287 | +18,294 | 245.13% | Q2 2026 | Jul 07, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 25,620 | 1,306 | 0.08% | 0.1% | 288 | -27,096 | -51.4% | Q2 2026 | Aug 04, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 25,475 | 1,299 | 0.07% | 0.06% | 289 | +7,267 | 39.91% | Q2 2026 | Jul 29, 2026 |
| NewSquare Capital LLC | History | Added to | 25,378 | 1,294 | 0.1% | 0.11% | 290 | +593 | 2.39% | Q2 2026 | Jul 28, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 24,771 | 1,263 | 0.05% | 0.05% | 291 | +1,769 | 7.69% | Q2 2026 | Jul 20, 2026 |
| Core Wealth Advisors, Inc. | History | No change | 24,743 | 1,261 | 0.25% | 0.3% | 292 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capstone Financial Advisors, Inc. | History | Added to | 24,448 | 1,246 | 0.06% | 0.03% | 293 | +13,739 | 128.29% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 24,357 | 1,242 | 0.01% | 0.01% | 294 | -5,728 | -19.04% | Q2 2026 | Aug 06, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 24,282 | 1,238 | 0.07% | 0.09% | 295 | -1,766 | -6.78% | Q2 2026 | Jul 21, 2026 |
| KM Capital Management Ltd. | History | Reduced | 24,095 | 1,228 | 0.58% | 0.85% | 296 | -674 | -2.72% | Q2 2026 | Aug 14, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 23,550 | 1,201 | 0.07% | 0.06% | 297 | +5,199 | 28.33% | Q2 2026 | Jul 31, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 23,469 | 1,196 | 0.1% | 0.09% | 298 | +5,175 | 28.29% | Q2 2026 | Jul 20, 2026 |
| Philip James Wealth Mangement, LLC | History | Reduced | 23,298 | 1,188 | 0.13% | 0.14% | 299 | -766 | -3.18% | Q2 2026 | Jul 27, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 23,010 | 1,173 | 0.01% | 0.02% | 300 | -2,981 | -11.47% | Q2 2026 | Jul 22, 2026 |
| PFW Advisors LLC | History | Added to | 22,920 | 1,168 | 0.34% | 0.26% | 301 | +6,965 | 43.65% | Q2 2026 | Jul 13, 2026 |
| Bristlecone Value Partners, LLC | History | Reduced | 22,795 | 1,162 | 0.93% | 1.03% | 302 | -80 | -0.35% | Q2 2026 | Aug 13, 2026 |
| Investment Advisory Services Group LLC | History | Added to | 22,771 | 1,161 | 0.85% | 0.78% | 303 | +5,201 | 29.6% | Q2 2026 | Jul 29, 2026 |
| Argo Wealth Advisory, LLC | History | Added to | 22,752 | 1,160 | 0.64% | 0.66% | 304 | +540 | 2.43% | Q2 2026 | Aug 07, 2026 |
| Sandy Cove Advisors, LLC | History | Reduced | 22,720 | 1,158 | 0.29% | 0.39% | 305 | -3,093 | -11.98% | Q2 2026 | Jul 07, 2026 |
| United Advisor Group, LLC | History | Reduced | 22,635 | 1,154 | 0.12% | 0.14% | 306 | -298 | -1.3% | Q2 2026 | Jul 29, 2026 |
| Mattson Financial Services, LLC | History | Added to | 22,180 | 1,128 | 0.24% | 0.18% | 307 | +7,539 | 51.49% | Q2 2026 | Aug 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 21,892 | 1,116 | 0.0% | 0.0% | 309 | +17,409 | 388.33% | Q2 2026 | Aug 14, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 21,886 | 1,116 | 0.09% | 0.1% | 308 | -510 | -2.28% | Q2 2026 | Jul 28, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Reduced | 21,463 | 1,094 | 0.28% | 0.35% | 310 | -2,249 | -9.48% | Q2 2026 | Jul 23, 2026 |
| Allen Capital Group, LLC | History | Reduced | 21,359 | 1,089 | 0.09% | 0.11% | 311 | -2,543 | -10.64% | Q2 2026 | Jul 27, 2026 |
| Clear Point Advisors Inc. | History | New | 21,022 | 1,072 | 0.95% | — | 312 | +21,022 | New | Q2 2026 | Jul 28, 2026 |
| Directional Asset Management | History | Added to | 20,796 | 1,060 | 0.9% | 0.88% | 313 | +1,924 | 10.19% | Q2 2026 | Jul 24, 2026 |
| IFG Advisory, LLC | History | New | 20,609 | 1,051 | 0.04% | — | 314 | +20,609 | New | Q2 2026 | Aug 13, 2026 |
| Composition Wealth, LLC | History | New | 20,535 | 1,047 | 0.01% | — | 315 | +20,535 | New | Q2 2026 | Jul 22, 2026 |
| Marion Wealth Management | History | Added to | 20,326 | 1,036 | 0.21% | 0.19% | 316 | +3,618 | 21.65% | Q2 2026 | Jul 16, 2026 |
| THOMPSON DAVIS & CO., INC. | History | No change | 20,301 | 1,035 | 0.62% | 0.69% | 317 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Belpointe Asset Management LLC | History | Added to | 20,197 | 1,030 | 0.03% | 0.02% | 318 | +6,970 | 52.7% | Q2 2026 | Jul 31, 2026 |
| OLIO Financial Planning | History | Added to | 20,171 | 1,028 | 0.26% | 0.28% | 319 | +666 | 3.41% | Q2 2026 | Jul 17, 2026 |
| CARLSON FINANCIAL, INC. | History | Added to | 20,150 | 1,027 | 0.52% | 0.6% | 320 | +10 | 0.05% | Q2 2026 | Aug 24, 2026 |
| Entelevest, LLC | History | Added to | 20,100 | 1,025 | 0.88% | 0.84% | 321 | +3,617 | 21.94% | Q2 2026 | Jul 22, 2026 |
| Tranquility Partners, LLC | History | No change | 20,049 | 1,022 | 0.35% | 0.39% | 322 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | New | 19,907 | 1,015 | 0.12% | — | 323 | +19,907 | New | Q2 2026 | Aug 13, 2026 |
| Kuhn & Co Investment Counsel | History | Added to | 19,841 | 1,011 | 0.58% | 0.63% | 324 | +653 | 3.4% | Q2 2026 | Jul 31, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | New | 19,813 | 1,010 | 0.15% | — | 325 | +19,813 | New | Q2 2026 | Jul 20, 2026 |
| Paladin Wealth, LLC | History | Added to | 19,729 | 1,006 | 0.59% | 0.55% | 326 | +4,102 | 26.25% | Q2 2026 | Jul 09, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 19,700 | 1,004 | 0.42% | 0.43% | 327 | +1,249 | 6.77% | Q2 2026 | Aug 05, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 19,627 | 1,000 | 0.05% | — | 328 | +19,627 | New | Q2 2026 | Aug 04, 2026 |
| BROWN ADVISORY INC | History | New | 19,615 | 1,000 | 0.0% | — | 329 | +19,615 | New | Q2 2026 | Aug 14, 2026 |
| Tradewinds, LLC. | History | New | 89,730 | 985 | 0.22% | — | 332 | +89,730 | New | Q2 2026 | Aug 14, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 19,320 | 985 | 0.15% | 0.17% | 330 | +8 | 0.04% | Q2 2026 | Jul 14, 2026 |
| Rooted Wealth Advisors, Inc. | History | No change | 19,325 | 985 | 0.24% | 0.26% | 331 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JNBA Financial Advisors | History | No change | 18,907 | 964 | 0.07% | 0.08% | 333 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| KWMG, LLC | History | Reduced | 18,844 | 961 | 0.07% | 0.09% | 334 | -1,419 | -7.0% | Q2 2026 | Jul 08, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Reduced | 18,739 | 955 | 0.18% | 0.41% | 335 | -11,421 | -37.87% | Q2 2026 | Jul 09, 2026 |
| Cypress Capital Group | History | Added to | 18,585 | 947 | 0.09% | 0.02% | 336 | +14,585 | 364.63% | Q2 2026 | Aug 05, 2026 |
| HUB Investment Partners, LLC | History | New | 18,301 | 933 | 0.02% | — | 337 | +18,301 | New | Q2 2026 | Jul 31, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 18,200 | 928 | 0.0% | 0.0% | 338 | +680 | 3.88% | Q2 2026 | Aug 14, 2026 |
| Carnegie Investment Counsel | History | Added to | 17,299 | 882 | 0.02% | 0.01% | 339 | +6,710 | 63.37% | Q2 2026 | Jul 30, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 17,152 | 874 | 0.01% | 0.02% | 340 | -10,095 | -37.05% | Q2 2026 | Aug 06, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 17,106 | 872 | 0.1% | 0.06% | 341 | +8,654 | 102.39% | Q2 2026 | Jul 21, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 17,006 | 867 | 0.03% | 0.01% | 342 | +9,324 | 121.37% | Q2 2026 | Jul 27, 2026 |
| Intergy Private Wealth, LLC | History | Reduced | 16,896 | 861 | 0.2% | 0.26% | 343 | -329 | -1.91% | Q2 2026 | Jul 17, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 16,857 | 859 | 0.05% | 0.06% | 344 | -2,059 | -10.88% | Q2 2026 | Jul 27, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 16,609 | 847 | 0.04% | 0.04% | 345 | -134 | -0.8% | Q2 2026 | Jul 21, 2026 |
| BHK Investment Advisors, LLC | History | No change | 16,000 | 816 | 0.24% | 0.27% | 346 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Nuveen, LLC | History | New | 15,816 | 806 | 0.0% | — | 347 | +15,816 | New | Q2 2026 | Aug 11, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Reduced | 15,674 | 799 | 0.05% | 0.05% | 348 | -491 | -3.04% | Q2 2026 | Aug 12, 2026 |
| TENET WEALTH PARTNERS, LLC | History | New | 15,561 | 792 | 0.59% | — | 350 | +15,561 | New | Q2 2026 | Aug 07, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 15,544 | 792 | 0.08% | 0.09% | 349 | -159 | -1.01% | Q2 2026 | Jul 31, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | No change | 15,436 | 787 | 0.05% | 0.05% | 351 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Klingman & Associates, LLC | History | Reduced | 15,293 | 779 | 0.03% | 0.3% | 352 | -106,481 | -87.44% | Q2 2026 | Jul 29, 2026 |
| Presidio Capital Management, LLC | History | Added to | 15,259 | 778 | 0.19% | 0.21% | 353 | +930 | 6.49% | Q2 2026 | Jul 14, 2026 |
| Madrid Wealth Management, LLC | History | Added to | 15,245 | 777 | 0.51% | 0.56% | 354 | +700 | 4.81% | Q2 2026 | Jul 31, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 15,196 | 775 | 0.01% | 0.01% | 355 | +4,810 | 46.31% | Q2 2026 | Aug 18, 2026 |
| Mallini Complete Financial Planning LLC | History | Added to | 15,092 | 769 | 0.55% | 0.61% | 356 | +97 | 0.65% | Q2 2026 | Jul 08, 2026 |
| Ruggaard & Associates LLC | History | Added to | 14,870 | 758 | 0.27% | 0.26% | 357 | +2,000 | 15.54% | Q2 2026 | Aug 17, 2026 |
| Oasis Advisors, LLC | History | Reduced | 14,827 | 756 | 0.49% | 1.13% | 358 | -1,364,504 | -98.93% | Q2 2026 | Jul 30, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 14,600 | 744 | 0.18% | 0.18% | 359 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Copper Harbor Investment Advisors, LLC | History | New | 14,464 | 737 | 0.16% | — | 360 | +14,464 | New | Q2 2026 | Jul 23, 2026 |
| Eagle Bluffs Wealth Management LLC | History | Reduced | 14,442 | 736 | 0.25% | 0.31% | 362 | -1,205 | -7.7% | Q2 2026 | Aug 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 14,437 | 736 | 0.0% | 0.0% | 361 | +424 | 3.03% | Q2 2026 | Aug 05, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 14,354 | 732 | 0.09% | 0.08% | 363 | +2,676 | 22.91% | Q2 2026 | Aug 11, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 14,178 | 723 | 0.05% | 0.05% | 364 | +1,965 | 16.09% | Q2 2026 | Aug 14, 2026 |
| Indivisible Partners | History | Reduced | 14,159 | 722 | 0.04% | 0.07% | 365 | -647 | -4.37% | Q2 2026 | Aug 04, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 14,077 | 717 | 0.23% | 0.31% | 366 | -2,136 | -13.17% | Q2 2026 | Jul 31, 2026 |
| QUANTIFY CHAOS ADVISORS, LLC | History | Added to | 13,727 | 700 | 1.97% | 0.92% | 367 | +7,918 | 136.31% | Q2 2026 | Jul 30, 2026 |
| One Capital Management, LLC | History | No change | 13,592 | 692 | 0.02% | 0.02% | 368 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 13,459 | 686 | 0.01% | 0.01% | 369 | -16,014 | -54.33% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 13,283 | 677 | 0.01% | 0.01% | 370 | +871 | 7.02% | Q2 2026 | Aug 04, 2026 |
| Argent Advisors, Inc. | History | Reduced | 13,198 | 673 | 0.17% | 0.24% | 371 | -3,775 | -22.24% | Q2 2026 | Aug 05, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 13,183 | 672 | 0.14% | 0.17% | 372 | -167 | -1.25% | Q2 2026 | Jul 17, 2026 |
| Acropolis Investment Management, LLC | History | No change | 13,148 | 670 | 0.03% | 0.03% | 373 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| XY Planning Network, Inc. | History | New | 12,931 | 659 | 0.08% | — | 374 | +12,931 | New | Q2 2026 | Jul 14, 2026 |
| Curran Financial Partners, LLC | History | Added to | 12,856 | 655 | 0.1% | 0.07% | 375 | +5,632 | 77.96% | Q2 2026 | Aug 12, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 12,834 | 654 | 0.01% | 0.01% | 376 | -2,061 | -13.84% | Q2 2026 | Aug 10, 2026 |
| Souders Financial Advisors | History | Reduced | 12,280 | 626 | 0.06% | 0.07% | 377 | -562 | -4.38% | Q2 2026 | Aug 05, 2026 |
| Dakota Wealth Management | History | No change | 12,245 | 624 | 0.01% | 0.01% | 378 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| San Luis Wealth Advisors LLC | History | Reduced | 12,223 | 623 | 0.09% | 0.29% | 379 | -22,104 | -64.39% | Q2 2026 | Jul 16, 2026 |
| MEMBERS WEALTH LLC | History | Added to | 12,220 | 623 | 0.34% | 0.3% | 380 | +2,399 | 24.43% | Q2 2026 | Jul 09, 2026 |
| Occidental Asset Management, LLC | History | Added to | 12,173 | 620 | 0.06% | 0.06% | 381 | +2,517 | 26.07% | Q2 2026 | Aug 07, 2026 |
| Old Port Advisors | History | Reduced | 12,059 | 615 | 0.12% | 0.15% | 382 | -968 | -7.43% | Q2 2026 | Jul 21, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Reduced | 12,052 | 614 | 0.17% | 0.19% | 383 | -48 | -0.4% | Q2 2026 | Jul 13, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 11,909 | 607 | 0.03% | 0.04% | 384 | -2,295 | -16.16% | Q2 2026 | Jul 23, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 11,900 | 606 | 0.29% | 0.25% | 385 | +3,078 | 34.89% | Q2 2026 | Jul 22, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | No change | 11,750 | 599 | 0.03% | 0.04% | 386 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ProCore Advisors, LLC | History | No change | 11,700 | 596 | 0.74% | 0.91% | 387 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ariadne Wealth Management, LP | History | Reduced | 11,628 | 593 | 0.26% | 0.48% | 388 | -9,444 | -44.82% | Q2 2026 | Aug 13, 2026 |
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV | History | No change | 11,451 | 584 | 0.46% | 0.5% | 389 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Claro Advisors Inc. | History | Reduced | 11,334 | 578 | 0.06% | 0.07% | 390 | -536 | -4.52% | Q2 2026 | Jul 30, 2026 |
| Centurion Wealth Management LLC | History | No change | 11,352 | 578 | 0.14% | 0.13% | 391 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 11,221 | 572 | 0.01% | 0.01% | 392 | +2,176 | 24.06% | Q2 2026 | Aug 14, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 11,186 | 570 | 0.03% | 0.04% | 393 | +300 | 2.76% | Q2 2026 | Aug 12, 2026 |
| Apella Capital, LLC | History | Added to | 11,150 | 567 | 0.01% | 0.01% | 394 | +73 | 0.66% | Q2 2026 | Jul 08, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 11,055 | 563 | 0.0% | 0.0% | 395 | +1,136 | 11.45% | Q2 2026 | Aug 11, 2026 |
| Family Office Research LLC | History | Added to | 10,978 | 559 | 0.21% | 0.24% | 396 | +70 | 0.64% | Q2 2026 | Jul 27, 2026 |
| Aletheian Wealth Advisors LLC | History | Added to | 10,900 | 555 | 0.24% | 0.27% | 397 | +168 | 1.57% | Q2 2026 | Jul 08, 2026 |
| Brown Financial Advisors | History | Added to | 10,853 | 553 | 0.19% | 0.18% | 399 | +1,768 | 19.46% | Q2 2026 | Aug 26, 2026 |
| Gradient Capital Advisors, LLC | History | Added to | 10,859 | 553 | 0.13% | 0.13% | 398 | +739 | 7.3% | Q2 2026 | Jul 13, 2026 |
| BlackDiamond Wealth Management, LLC | History | Added to | 10,809 | 549 | 0.22% | 0.26% | 400 | +44 | 0.41% | Q2 2026 | Aug 11, 2026 |
| IMZ Advisory Inc | History | Reduced | 10,731 | 547 | 0.17% | 1.51% | 401 | -67,658 | -86.31% | Q2 2026 | Jul 07, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 10,674 | 544 | 0.04% | 0.72% | 402 | -137,294 | -92.79% | Q2 2026 | Jul 15, 2026 |
| Redmond Asset Management, LLC | History | No change | 10,600 | 540 | 0.13% | 0.15% | 403 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tempo Wealth, LLC | History | New | 10,529 | 536 | 0.08% | — | 405 | +10,529 | New | Q2 2026 | Jul 27, 2026 |
| Oakwell Private Wealth Management, LLC | History | No change | 10,514 | 536 | 0.09% | 0.1% | 404 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Hartford Financial Management Inc. | History | Reduced | 10,412 | 531 | 0.12% | 0.14% | 406 | -24 | -0.23% | Q2 2026 | Jul 23, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | Reduced | 10,404 | 530 | 0.3% | 0.35% | 407 | -1 | -0.01% | Q2 2026 | Aug 06, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 10,335 | 527 | 0.0% | 0.01% | 408 | +345 | 3.45% | Q2 2026 | Jul 24, 2026 |
| Verdence Capital Advisors LLC | History | No change | 10,254 | 522 | 0.03% | 0.03% | 409 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Key FInancial Inc | History | Reduced | 10,210 | 520 | 0.09% | 0.13% | 410 | -3,979 | -28.04% | Q2 2026 | Jul 24, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 9,966 | 508 | 0.02% | 0.02% | 411 | -34 | -0.34% | Q2 2026 | Aug 07, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 9,949 | 507 | 0.07% | 0.12% | 412 | -4,873 | -32.88% | Q2 2026 | Jul 15, 2026 |
| STAR Financial Bank | History | New | 9,858 | 502 | 0.2% | — | 413 | +9,858 | New | Q2 2026 | Aug 07, 2026 |
| Petix & Botte Co | History | New | 9,806 | 500 | 0.1% | — | 415 | +9,806 | New | Q2 2026 | Aug 04, 2026 |
| ENTREWEALTH, LLC | History | Added to | 9,846 | 500 | 0.19% | 0.22% | 414 | +73 | 0.75% | Q2 2026 | Aug 13, 2026 |
| Rossby Financial, LCC | History | Added to | 9,697 | 494 | 0.09% | 0.09% | 417 | +767 | 8.59% | Q2 2026 | Aug 04, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 9,690 | 494 | 0.15% | 0.18% | 416 | -200 | -2.02% | Q2 2026 | Aug 10, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 9,595 | 489 | 0.06% | 0.07% | 418 | +839 | 9.58% | Q2 2026 | Aug 11, 2026 |
| Brookwood Investment Group LLC | History | Added to | 9,547 | 486 | 0.05% | 0.05% | 419 | +1,207 | 14.47% | Q2 2026 | Jul 23, 2026 |
| WNY Asset Management, LLC | History | No change | 9,483 | 483 | 0.04% | 0.05% | 420 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Johnson Bixby & Associates, LLC | History | Reduced | 9,448 | 481 | 0.05% | 0.07% | 421 | -949 | -9.13% | Q2 2026 | Jul 16, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 9,129 | 465 | 0.07% | 0.08% | 422 | +59 | 0.65% | Q2 2026 | Aug 05, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | Added to | 9,025 | 460 | 0.31% | 0.17% | 423 | +4,910 | 119.32% | Q2 2026 | Aug 05, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 8,991 | 458 | 0.03% | 0.09% | 424 | -13,894 | -60.71% | Q2 2026 | Aug 07, 2026 |
| Prospera Financial Services Inc | History | Reduced | 8,965 | 457 | 0.01% | 0.03% | 425 | -31,468 | -77.83% | Q2 2026 | Jul 15, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 8,865 | 452 | 0.18% | 0.21% | 426 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PEAK FINANCIAL ADVISORS LLC | History | Added to | 8,823 | 449 | 0.19% | 0.1% | 427 | +4,298 | 94.98% | Q2 2026 | Jul 17, 2026 |
| Csenge Advisory Group | History | Added to | 8,795 | 448 | 0.02% | 0.02% | 429 | +1 | 0.01% | Q2 2026 | Aug 10, 2026 |
| Curbstone Financial Management Corp | History | No change | 8,800 | 448 | 0.08% | 0.09% | 428 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 8,800 | 448 | 0.01% | 0.02% | 430 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sincerus Advisory, LLC | History | Added to | 8,762 | 446 | 0.3% | 0.33% | 431 | +132 | 1.53% | Q2 2026 | Jul 06, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 8,600 | 438 | 0.03% | 0.03% | 432 | -950 | -9.95% | Q2 2026 | Aug 11, 2026 |
| NOVEM GROUP | History | Reduced | 8,595 | 438 | 0.04% | 0.05% | 433 | -511 | -5.61% | Q2 2026 | Jul 21, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 8,372 | 426 | 0.03% | 0.03% | 434 | +1,893 | 29.22% | Q2 2026 | Jul 17, 2026 |
| Financially in Tune, LLC | History | No change | 8,355 | 425 | 0.37% | 0.37% | 435 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Shore Point Advisors, LLC | History | Reduced | 8,098 | 413 | 0.14% | 0.19% | 437 | -1,547 | -16.04% | Q2 2026 | Jul 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 8,110 | 413 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Reduced | 8,072 | 411 | 0.1% | 0.18% | 439 | -5,151 | -38.95% | Q2 2026 | Jul 16, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Added to | 8,059 | 411 | 0.06% | 0.06% | 438 | +650 | 8.77% | Q2 2026 | Jul 20, 2026 |
| M Wealth Management, LLC | History | Added to | 7,863 | 401 | 0.31% | 0.34% | 440 | +51 | 0.65% | Q2 2026 | Jul 27, 2026 |
| Procyon Advisors, LLC | History | No change | 7,855 | 400 | 0.02% | 0.02% | 441 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 7,832 | 399 | 0.14% | 0.14% | 442 | -1,315 | -14.38% | Q2 2026 | Aug 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 7,817 | 398 | 0.01% | 0.01% | 443 | -192 | -2.4% | Q2 2026 | Jul 02, 2026 |
| Argent Trust Co | History | Added to | 7,795 | 397 | 0.01% | 0.01% | 445 | +408 | 5.52% | Q2 2026 | Aug 06, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 7,792 | 397 | 0.13% | 0.15% | 444 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 7,687 | 392 | 0.01% | 0.01% | 446 | -210 | -2.66% | Q2 2026 | Jul 17, 2026 |
| 1015 Capital Partners, LLC | History | No change | 7,680 | 391 | 0.33% | 0.38% | 447 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Arkadios Wealth Advisors | History | Added to | 7,530 | 384 | 0.01% | 0.0% | 448 | +1,567 | 26.28% | Q2 2026 | Aug 10, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 7,514 | 383 | 0.07% | 0.08% | 449 | +772 | 11.45% | Q2 2026 | Jul 23, 2026 |
| Colonial River Investments, LLC | History | Added to | 7,494 | 382 | 0.11% | 0.09% | 451 | +2,360 | 45.97% | Q2 2026 | Jul 24, 2026 |
| UMB Bank, n.a. | History | No change | 7,493 | 382 | 0.0% | 0.01% | 450 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Midwestern Financial, LLC /IA | History | Added to | 7,464 | 380 | 0.27% | 0.3% | 452 | +48 | 0.65% | Q2 2026 | Aug 13, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 7,212 | 367 | 0.09% | 0.1% | 453 | -3 | -0.04% | Q2 2026 | Aug 10, 2026 |
| STEPHENS INC /AR/ | History | No change | 7,149 | 364 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Stonebrook Private Inc. | History | New | 7,128 | 363 | 0.07% | — | 455 | +7,128 | New | Q2 2026 | Aug 14, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 7,107 | 362 | 0.02% | 0.05% | 456 | -7,944 | -52.78% | Q2 2026 | Aug 06, 2026 |
| Tidemark, LLC | History | New | 7,057 | 359 | 0.08% | — | 457 | +7,057 | New | Q2 2026 | Aug 10, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 6,950 | 354 | 0.04% | 0.04% | 458 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MCF Advisors LLC | History | Added to | 6,890 | 351 | 0.01% | 0.01% | 459 | +3,120 | 82.76% | Q2 2026 | Aug 12, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 6,891 | 351 | 0.04% | 0.04% | 460 | -8 | -0.12% | Q2 2026 | Jul 17, 2026 |
| CAP Partners, LLC | History | Reduced | 6,769 | 345 | 0.17% | 0.2% | 462 | -71 | -1.04% | Q2 2026 | Jul 30, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 6,774 | 345 | 0.01% | 0.01% | 461 | -43 | -0.63% | Q2 2026 | Aug 14, 2026 |
| Chokshi & Queen Wealth Advisors, Inc | History | No change | 6,751 | 344 | 0.16% | 0.18% | 463 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLAGSTAR SECURITIES, INC | History | Added to | 6,727 | 343 | 0.1% | 0.12% | 464 | +43 | 0.64% | Q2 2026 | Jul 15, 2026 |
| Schwallier Wealth Management LLC | History | Reduced | 6,607 | 336 | 0.21% | 0.28% | 465 | -937 | -12.42% | Q2 2026 | Aug 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 6,574 | 335 | 0.01% | 0.01% | 466 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tortuga Wealth Management, Inc | History | Reduced | 6,548 | 333 | 0.25% | 0.33% | 467 | -485 | -6.9% | Q2 2026 | Jul 30, 2026 |
| Triumph Capital Management | History | Added to | 6,515 | 332 | 0.06% | 0.06% | 468 | +980 | 17.71% | Q2 2026 | Jul 20, 2026 |
| Fullerton Advisors, LLC | History | Reduced | 6,518 | 332 | 0.31% | 0.34% | 469 | -19 | -0.29% | Q2 2026 | Jul 27, 2026 |
| Lifestyle Asset Management, Inc. | History | No change | 6,440 | 328 | 0.09% | 0.11% | 470 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | No change | 6,398 | 326 | 0.06% | 0.06% | 471 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Balefire, LLC | History | No change | 6,410 | 326 | 0.05% | 0.06% | 472 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 6,306 | 321 | 0.02% | 0.02% | 473 | +333 | 5.58% | Q2 2026 | Jul 31, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 6,276 | 320 | 0.08% | 0.09% | 474 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Gerald Baker Financial Group LLC | History | Added to | 6,267 | 319 | 0.09% | 0.09% | 475 | +431 | 7.39% | Q2 2026 | Aug 03, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 6,139 | 313 | 0.01% | 0.01% | 476 | +24 | 0.39% | Q2 2026 | Jul 21, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 6,135 | 312 | 0.02% | 0.02% | 477 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ballentine Partners, LLC | History | Reduced | 6,109 | 311 | 0.0% | 0.0% | 478 | -665 | -9.82% | Q2 2026 | Jul 17, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Reduced | 6,056 | 308 | 0.11% | 0.19% | 480 | -3,111 | -33.94% | Q2 2026 | Jul 14, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 6,050 | 308 | 0.1% | 0.12% | 479 | -300 | -4.72% | Q2 2026 | Aug 03, 2026 |
| Town Capital LLC | History | Reduced | 6,019 | 306 | 0.19% | 0.37% | 482 | -3,005 | -33.3% | Q2 2026 | Jul 27, 2026 |
| SHAYNE & JACOBS, LLC | History | No change | 6,000 | 306 | 0.09% | 0.09% | 481 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Horizon Family Wealth, Inc. | History | Added to | 5,974 | 304 | 0.14% | 0.14% | 485 | +928 | 18.39% | Q2 2026 | Aug 11, 2026 |
| Private Wealth Group, LLC | History | Added to | 5,972 | 304 | 0.12% | 0.13% | 483 | +428 | 7.72% | Q2 2026 | Jul 08, 2026 |
| Rothschild Capital Partners, LLC | History | No change | 5,980 | 304 | 0.07% | 0.07% | 484 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 5,891 | 300 | 0.04% | 0.04% | 486 | +30 | 0.51% | Q2 2026 | Jul 09, 2026 |
| Choice Wealth Advisors LLC | History | No change | 5,900 | 300 | 0.11% | 0.12% | 487 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 5,870 | 299 | 0.02% | 0.13% | 488 | -38,979 | -86.91% | Q2 2026 | Jul 16, 2026 |
| Mason & Associates Inc | History | Added to | 5,829 | 297 | 0.05% | 0.05% | 489 | +772 | 15.27% | Q2 2026 | Jul 23, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 5,756 | 293 | 0.0% | — | 490 | +5,756 | New | Q2 2026 | Aug 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 5,668 | 289 | 0.01% | 0.01% | 491 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Aurdan Capital Management, LLC | History | New | 5,624 | 286 | 0.07% | — | 492 | +5,624 | New | Q2 2026 | Jul 15, 2026 |
| Beverly Hills Private Wealth, LLC | History | Reduced | 5,496 | 280 | 0.05% | 0.11% | 493 | -7,277 | -56.97% | Q2 2026 | Aug 06, 2026 |
| SYKON CAPITAL LLC | History | Added to | 5,500 | 280 | 0.09% | 0.08% | 494 | +1,000 | 22.22% | Q2 2026 | Aug 12, 2026 |
| Brooklyn Investment Group | History | No change | 5,448 | 277 | 0.01% | 0.01% | 495 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Reduced | 5,430 | 276 | 0.11% | 1.0% | 496 | -37,406 | -87.32% | Q2 2026 | Jul 16, 2026 |
| Aspen Wealth Strategies, LLC | History | Reduced | 5,398 | 275 | 0.13% | 0.35% | 498 | -7,495 | -58.13% | Q2 2026 | Aug 07, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 5,395 | 275 | 0.01% | 0.01% | 497 | -4,736 | -46.75% | Q2 2026 | Aug 13, 2026 |
| Sunflower Bank, N.A. | History | Reduced | 5,313 | 270 | 0.06% | 0.2% | 499 | -10,250 | -65.86% | Q2 2026 | Aug 14, 2026 |
| Mountain Capital Investment Advisors Inc. | History | Added to | 5,284 | 269 | 0.04% | 0.03% | 500 | +1,295 | 32.46% | Q2 2026 | Jul 14, 2026 |
| Western Wealth Management, LLC | History | Reduced | 5,251 | 267 | 0.01% | 0.01% | 501 | -1,119 | -17.57% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 5,148 | 262 | 0.03% | — | 502 | +5,148 | New | Q2 2026 | Aug 13, 2026 |
| SENTINEL TRUST CO LBA | History | Reduced | 5,099 | 260 | 0.02% | 0.05% | 503 | -3,928 | -43.51% | Q2 2026 | Jul 13, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Added to | 5,101 | 260 | 0.05% | 0.05% | 504 | +33 | 0.65% | Q2 2026 | Jul 14, 2026 |
| CWC Advisors, LLC. | History | New | 5,042 | 257 | 0.11% | — | 505 | +5,042 | New | Q2 2026 | Jul 21, 2026 |
| Thoma Capital Management LLC | History | New | 5,012 | 255 | 0.14% | — | 507 | +5,012 | New | Q2 2026 | Jul 16, 2026 |
| New Capital Management LP | History | No change | 5,003 | 255 | 0.06% | 0.06% | 506 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Keudell/Morrison Wealth Management | History | Added to | 4,935 | 251 | 0.05% | 0.04% | 508 | +730 | 17.36% | Q2 2026 | Jul 15, 2026 |
| Herold Advisors, Inc. | History | No change | 4,802 | 247 | 0.05% | 0.05% | 509 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Harbor Group, Inc. | History | Added to | 4,771 | 243 | 0.03% | 0.03% | 510 | +31 | 0.65% | Q2 2026 | Jul 22, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 4,735 | 241 | 0.01% | 0.01% | 511 | +117 | 2.53% | Q2 2026 | Aug 11, 2026 |
| Zhang Financial LLC | History | New | 4,715 | 240 | 0.01% | — | 513 | +4,715 | New | Q2 2026 | Jul 30, 2026 |
| Curi Capital, LLC | History | No change | 4,712 | 240 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arbor Investment Advisors, LLC | History | No change | 4,700 | 239 | 0.03% | 0.03% | 514 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 4,625 | 235 | 0.02% | 0.02% | 515 | -54 | -1.15% | Q2 2026 | Jul 20, 2026 |
| Centerline Wealth Advisors, LLC | History | Reduced | 4,494 | 229 | 0.07% | 0.12% | 516 | -1,846 | -29.12% | Q2 2026 | Jul 17, 2026 |
| Freedom Investment Management, Inc. | History | Added to | 4,456 | 227 | 0.06% | 0.07% | 517 | +8 | 0.18% | Q2 2026 | Aug 10, 2026 |
| CVA Family Office, LLC | History | Added to | 4,437 | 226 | 0.02% | 0.02% | 518 | +1,577 | 55.14% | Q2 2026 | Aug 07, 2026 |
| Roberts Wealth Advisors, LLC | History | New | 4,411 | 224 | 0.05% | — | 519 | +4,411 | New | Q2 2026 | Jul 29, 2026 |
| SpringVest Wealth Management LLC | History | New | 4,400 | 224 | 0.14% | — | 520 | +4,400 | New | Q2 2026 | Jul 22, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 4,361 | 222 | 0.0% | 0.0% | 521 | -844 | -16.22% | Q2 2026 | Aug 10, 2026 |
| Semus Wealth Partners LLC | History | Added to | 4,362 | 222 | 0.11% | 0.12% | 522 | +28 | 0.65% | Q2 2026 | Aug 10, 2026 |
| Symphony Financial, Ltd. Co. | History | New | 4,324 | 220 | 0.02% | — | 523 | +4,324 | New | Q2 2026 | Aug 03, 2026 |
| Westfuller Advisors, LLC | History | New | 4,207 | 214 | 0.08% | — | 524 | +4,207 | New | Q2 2026 | Jul 29, 2026 |
| Allegheny Financial Group | History | New | 4,194 | 213 | 0.02% | — | 526 | +4,194 | New | Q2 2026 | Jul 22, 2026 |
| Smartleaf Asset Management LLC | History | No change | 4,188 | 213 | 0.01% | 0.01% | 525 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Advisors Network LLC | History | New | 4,149 | 211 | 0.01% | — | 527 | +4,149 | New | Q2 2026 | Aug 11, 2026 |
| Asio Capital, LLC | History | New | 4,100 | 209 | 0.03% | — | 528 | +4,100 | New | Q2 2026 | Jul 17, 2026 |
| SAX WEALTH ADVISORS, LLC | History | New | 4,094 | 208 | 0.01% | — | 529 | +4,094 | New | Q2 2026 | Jul 09, 2026 |
| AE Wealth Management LLC | History | Reduced | 4,018 | 204 | 0.0% | 0.0% | 530 | -636 | -13.67% | Q2 2026 | Aug 03, 2026 |
| Saiph Capital, LLC | History | Reduced | 4,000 | 204 | 0.06% | 0.09% | 531 | -500 | -11.11% | Q2 2026 | Jul 29, 2026 |
| WEST PACES ADVISORS INC. | History | Added to | 3,945 | 201 | 0.03% | 0.04% | 532 | +295 | 8.08% | Q2 2026 | Jul 17, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 3,942 | 200 | 0.0% | 0.01% | 533 | -550 | -12.24% | Q2 2026 | Jul 29, 2026 |
| Dogwood Wealth Management LLC | History | Reduced | 3,848 | 196 | 0.08% | 0.09% | 534 | -400 | -9.42% | Q2 2026 | Jul 06, 2026 |
| Transce3nd, LLC | History | Reduced | 3,721 | 189 | 1.67% | 1.7% | 535 | -26 | -0.69% | Q2 2026 | Jul 24, 2026 |
| Hills Bank & Trust Co | History | No change | 3,574 | 182 | 0.01% | 0.01% | 536 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NBH Bank | History | New | 3,259 | 166 | 0.07% | — | 538 | +3,259 | New | Q2 2026 | Aug 14, 2026 |
| Bank of Jackson Hole Trust | History | No change | 3,259 | 166 | 0.08% | 0.08% | 537 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 2,959 | 150 | 0.12% | 0.14% | 539 | +19 | 0.65% | Q2 2026 | Aug 06, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 2,790 | 142 | 0.04% | 0.05% | 540 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| GGM Financial LLC | History | Added to | 2,601 | 132 | 0.05% | 0.06% | 541 | +17 | 0.66% | Q2 2026 | Jul 23, 2026 |
| Millstone Evans Group, LLC | History | No change | 2,600 | 132 | 0.07% | 0.08% | 542 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Colonial Trust Advisors | History | Added to | 2,465 | 125 | 0.01% | 0.01% | 543 | +15 | 0.61% | Q2 2026 | Aug 11, 2026 |
| Cornerstone Financial Management LLC | History | No change | 2,450 | 124 | 0.1% | 0.11% | 544 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 1,965 | 100 | 0.0% | — | 546 | +1,965 | New | Q2 2026 | Jul 17, 2026 |
| Longview Financial Advisors LLC | History | No change | 1,975 | 100 | 0.05% | 0.05% | 545 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 1,820 | 92 | 0.0% | 0.02% | 547 | -6,800 | -78.89% | Q2 2026 | Aug 05, 2026 |
| Park Place Capital Corp | History | Reduced | 1,746 | 89 | 0.01% | 0.02% | 548 | -22 | -1.24% | Q2 2026 | Aug 13, 2026 |
| EPG Wealth Management LLC | History | Added to | 1,688 | 86 | 0.02% | 0.02% | 549 | +10 | 0.6% | Q2 2026 | Jul 28, 2026 |
| Clark Wealth Partners | History | Added to | 1,648 | 84 | 0.05% | 0.06% | 550 | +11 | 0.67% | Q2 2026 | Jul 28, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 1,393 | 71 | 0.05% | 0.06% | 551 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BESSEMER GROUP INC | History | New | 1,369 | 70 | 0.0% | — | 552 | +1,369 | New | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | No change | 1,153 | 58 | 0.0% | 0.0% | 553 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1,145 | 58 | 0.0% | 0.0% | 554 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| GAMMA Investing LLC | History | No change | 1,155 | 58 | 0.0% | 0.0% | 555 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Cherry Tree Wealth Management, LLC | History | New | 884 | 45 | 0.01% | — | 556 | +884 | New | Q2 2026 | Sep 15, 2026 |
| Financial Perspectives, Inc | History | No change | 833 | 42 | 0.01% | 0.01% | 557 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Midway Capital Research & Management | History | New | 688 | 35 | 0.03% | — | 560 | +688 | New | Q2 2026 | Jul 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 701 | 35 | 0.0% | 0.0% | 558 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Essential Investment Partners LLC | History | No change | 700 | 35 | 0.03% | 0.03% | 559 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Rice Partnership, LLC | History | Reduced | 681 | 34 | 0.0% | 0.01% | 561 | -263 | -27.86% | Q2 2026 | Jul 29, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 673 | 34 | 0.03% | 0.05% | 562 | -196 | -22.55% | Q2 2026 | Jul 29, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 632 | 32 | 0.0% | 0.01% | 563 | -155 | -19.7% | Q2 2026 | Jul 29, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 489 | 24 | 0.01% | 0.06% | 565 | -1,140 | -69.98% | Q2 2026 | Jul 14, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 475 | 24 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 440 | 22 | 0.01% | 0.01% | 566 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 365 | 18 | 0.01% | 0.01% | 567 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Allworth Financial LP | History | No change | 298 | 15 | 0.0% | 0.0% | 568 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 227 | 11 | 0.0% | 0.01% | 569 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 188 | 9 | 0.0% | 0.0% | 570 | -314 | -62.55% | Q2 2026 | Jul 28, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.06% | — | -109,096 | -100.0% | Q2 2026 | Aug 12, 2026 |
| LAVELLE CAPITAL LP | History | Closed out | 0 | 0 | — | 2.48% | — | -78,480 | -100.0% | Q2 2026 | Jul 22, 2026 |
| Mills Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.64% | — | -35,696 | -100.0% | Q2 2026 | Jul 07, 2026 |
| Insight Advisors, LLC/ PA | History | Closed out | 0 | 0 | — | 0.31% | — | -32,443 | -100.0% | Q2 2026 | Aug 05, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -27,644 | -100.0% | Q2 2026 | Aug 14, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -20,633 | -100.0% | Q2 2026 | Aug 18, 2026 |
| 1ST SOURCE BANK | History | Closed out | 0 | 0 | — | 0.05% | — | -20,000 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Worth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -16,141 | -100.0% | Q2 2026 | Jul 08, 2026 |
| IFC Advisors LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -10,000 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Westmount Partners, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -9,900 | -100.0% | Q2 2026 | Jul 07, 2026 |
| SFG Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.18% | — | -8,613 | -100.0% | Q2 2026 | Jul 22, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.03% | — | -8,077 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Closed out | 0 | 0 | — | 0.04% | — | -7,140 | -100.0% | Q2 2026 | Jul 09, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -5,709 | -100.0% | Q2 2026 | Aug 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,026 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,838 | -100.0% | Q2 2026 | Jul 27, 2026 |
| PFG Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -4,736 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Weaver Consulting Group | History | Closed out | 0 | 0 | — | 0.06% | — | -4,650 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Guardian Asset Advisors, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -4,493 | -100.0% | Q2 2026 | Jul 21, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -4,421 | -100.0% | Q2 2026 | Jul 16, 2026 |
| First Citizens Financial Corp | History | Closed out | 0 | 0 | — | 0.1% | — | -4,273 | -100.0% | Q2 2026 | Jul 07, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -4,025 | -100.0% | Q2 2026 | Jul 13, 2026 |
| NORTHERN TRUST CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,022 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Pathway Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,973 | -100.0% | Q2 2026 | Jul 06, 2026 |
| Medallion Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,026 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | 0.01% | — | -244 | -100.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -26 | -100.0% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 8 | 0 | — | — | — | -1 | -11.11% | Q2 2026 | Aug 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 13, 2026 |