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 |