J.P. Morgan Exchange-Traded Fund Trust - JMUB
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | No change | 12,119,839 | 614,112 | 0.03% | 0.03% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 6,772,836 | 343,078 | 0.08% | 0.08% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 5,262,506 | 266,572 | 0.14% | 0.14% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Meeder Advisory Services, Inc. | History | No change | 4,389,856 | 222,368 | 8.14% | 8.14% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | No change | 4,089,282 | 207,142 | 0.19% | 0.19% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 3,257,514 | 165,009 | 0.03% | 0.03% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 3,124,556 | 158,165 | 0.06% | 0.06% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,969,076 | 150,398 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 2,629,605 | 132,479 | 0.22% | 0.22% | 9 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,186,706 | 110,767 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,788,903 | 90,616 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 1,512,748 | 76,628 | 0.12% | 0.12% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 1,350,673 | 68,418 | 3.81% | 3.81% | 13 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 1,335,459 | 67,647 | 1.68% | 1.68% | 14 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MORGAN STANLEY | History | No change | 1,257,661 | 63,706 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 1,255,802 | 63,612 | 1.06% | 1.06% | 16 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 1,146,449 | 58,073 | 0.43% | 0.43% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,076,926 | 54,554 | 0.06% | 0.06% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 1,035,056 | 52,430 | 0.34% | 0.34% | 19 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 993,028 | 50,301 | 0.08% | 0.08% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Asio Capital, LLC | History | No change | 965,274 | 48,895 | 6.26% | 6.26% | 21 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 873,906 | 44,267 | 0.34% | 0.34% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | No change | 810,353 | 41,048 | 8.95% | 8.95% | 23 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CENTRAL TRUST Co | History | No change | 793,283 | 40,183 | 0.73% | 0.73% | 24 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Equitable Holdings, Inc. | History | No change | 748,040 | 37,891 | 0.23% | 0.23% | 25 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 724,122 | 36,680 | 0.07% | 0.07% | 26 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 688,121 | 34,856 | 0.23% | 0.23% | 27 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AllGen Financial Advisors, Inc. | History | No change | 664,690 | 33,669 | 7.35% | 7.35% | 28 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Tortoise Investment Management, LLC | History | No change | 664,214 | 33,645 | 2.51% | 2.51% | 29 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MAI Capital Management | History | No change | 655,314 | 33,194 | 0.12% | 0.12% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BAILARD, INC. | History | No change | 653,474 | 33,101 | 0.67% | 0.67% | 31 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 651,078 | 32,980 | 0.39% | 0.39% | 32 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HighTower Advisors, LLC | History | No change | 648,294 | 32,839 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ASSETMARK, INC | History | No change | 641,928 | 32,516 | 0.06% | 0.06% | 34 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Corient Private Wealth LP | History | No change | 599,909 | 30,388 | 0.04% | 0.04% | 35 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| ABLE Financial Group, LLC | History | No change | 582,550 | 29,509 | 4.95% | 4.95% | 36 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 551,894 | 27,956 | 0.04% | 0.04% | 37 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Larson Financial Group LLC | History | No change | 537,668 | 27,235 | 0.72% | 0.72% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lebenthal Global Advisors, LLC | History | No change | 520,742 | 26,378 | 3.56% | 3.56% | 39 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MATHER GROUP, LLC. | History | No change | 516,975 | 26,187 | 0.23% | 0.23% | 40 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 500,367 | 25,346 | 1.86% | 1.86% | 41 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 484,965 | 24,565 | 1.9% | 1.9% | 42 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 475,402 | 24,081 | 0.03% | 0.03% | 43 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Amplius Wealth Advisors, LLC | History | No change | 470,566 | 23,836 | 1.75% | 1.75% | 44 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 481,080 | 22,889 | 0.64% | 0.71% | 45 | -22,950 | -4.55% | Q3 2026 | Oct 08, 2026 |
| Bridgewater Advisors Inc. | History | No change | 444,537 | 22,071 | 1.2% | 1.2% | 46 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Smith & Howard Wealth Management, LLC | History | No change | 432,992 | 21,933 | 4.36% | 4.36% | 47 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 426,082 | 21,583 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 400,958 | 20,310 | 0.09% | 0.09% | 49 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| IAG Wealth Partners, LLC | History | No change | 400,095 | 20,266 | 2.01% | 2.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | No change | 397,279 | 20,124 | 7.21% | 7.21% | 51 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Savant Capital, LLC | History | No change | 385,070 | 19,504 | 0.06% | 0.06% | 52 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Diversified Portfolios, Inc. | History | No change | 380,323 | 19,265 | 1.4% | 1.4% | 53 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Clear Trail Advisors, LLC | History | No change | 369,734 | 18,728 | 2.86% | 2.86% | 54 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 384,552 | 18,296 | 3.78% | 7.54% | 55 | -343,504 | -47.18% | Q3 2026 | Oct 05, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 359,313 | 18,200 | 0.28% | 0.28% | 56 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Summit Financial, LLC | History | No change | 356,903 | 18,078 | 0.2% | 0.2% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Apollon Wealth Management, LLC | History | No change | 356,305 | 18,048 | 0.22% | 0.22% | 58 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Nolet Wealth Management, LLC | History | No change | 346,476 | 17,550 | 9.69% | 9.69% | 59 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| CGN Advisors LLC | History | No change | 345,172 | 17,484 | 1.28% | 1.28% | 60 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Cardinal Strategic Wealth Guidance | History | No change | 337,742 | 17,108 | 3.88% | 3.88% | 61 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CFO4Life Group, LLC | History | No change | 331,936 | 16,814 | 2.26% | 2.26% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | No change | 336,222 | 16,797 | 2.08% | 2.08% | 63 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PW ADVISORS, LLC \ FL | History | No change | 329,861 | 16,709 | 11.15% | 11.15% | 64 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 323,908 | 16,407 | 2.37% | 2.37% | 65 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 322,222 | 16,322 | 0.08% | 0.08% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Harbor Group, Inc. | History | No change | 313,229 | 15,866 | 1.86% | 1.86% | 67 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Chesley Taft & Associates LLC | History | No change | 312,202 | 15,814 | 0.62% | 0.62% | 68 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Aspen Wealth Management LLC | History | No change | 304,147 | 15,406 | 2.62% | 2.62% | 69 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Magnus Financial Group LLC | History | No change | 289,678 | 14,673 | 1.04% | 1.04% | 70 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 288,087 | 14,593 | 1.39% | 1.39% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | No change | 274,073 | 13,883 | 1.76% | 1.76% | 72 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 267,138 | 13,531 | 0.11% | 0.11% | 73 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 265,506 | 13,449 | 1.01% | 1.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Modern Wealth Management, LLC | History | No change | 261,910 | 13,267 | 0.16% | 0.16% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlueStem Wealth Partners, LLC | History | No change | 257,354 | 13,036 | 1.3% | 1.3% | 76 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hartford Financial Management Inc. | History | No change | 257,179 | 13,027 | 2.91% | 2.91% | 77 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| KEYVANTAGE WEALTH, LLC | History | No change | 256,993 | 13,017 | 4.92% | 4.92% | 78 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 251,191 | 12,723 | 0.15% | 0.15% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Analysts, LLC | History | No change | 247,480 | 12,536 | 0.29% | 0.29% | 80 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HTG Investment Advisors, Inc. | History | No change | 245,301 | 12,425 | 3.19% | 3.19% | 81 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Legacy Financial Advisors, Inc. | History | No change | 230,771 | 11,689 | 1.42% | 1.42% | 82 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 225,686 | 11,432 | 0.18% | 0.18% | 83 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 224,887 | 11,391 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dodds Wealth, LLC | History | No change | 220,422 | 11,165 | 2.51% | 2.51% | 85 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Lido Advisors, LLC | History | No change | 219,313 | 11,110 | 0.03% | 0.03% | 86 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 218,998 | 11,094 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | No change | 211,096 | 10,693 | 0.12% | 0.12% | 88 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 209,537 | 10,614 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 209,551 | 10,614 | 0.46% | 0.46% | 90 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 209,101 | 10,592 | 0.57% | 0.57% | 91 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Keudell/Morrison Wealth Management | History | No change | 204,595 | 10,363 | 1.96% | 1.96% | 92 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 203,952 | 10,331 | 0.19% | 0.19% | 93 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 201,932 | 10,228 | 0.52% | 0.52% | 94 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 201,271 | 10,195 | 0.41% | 0.41% | 95 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Retirement Planning Group, LLC | History | No change | 193,799 | 9,816 | 0.25% | 0.25% | 96 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Oakwell Private Wealth Management, LLC | History | No change | 187,820 | 9,514 | 1.58% | 1.58% | 97 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 182,958 | 9,267 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 179,784 | 9,106 | 0.04% | 0.04% | 99 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 168,454 | 8,524 | 0.05% | 0.05% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 167,312 | 8,475 | 0.05% | 0.05% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RiverFront Investment Group, LLC | History | No change | 166,534 | 8,435 | 0.11% | 0.11% | 102 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Summit Financial Strategies, Inc. | History | No change | 160,874 | 8,149 | 0.57% | 0.57% | 103 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 160,613 | 8,135 | 0.16% | 0.16% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 21 West Wealth Management LLC | History | No change | 159,631 | 8,086 | 6.91% | 6.91% | 105 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 168,474 | 8,015 | 0.06% | 0.01% | 106 | +137,098 | 436.95% | Q3 2026 | Oct 08, 2026 |
| Skyline Advisors, Inc. | History | No change | 158,074 | 8,007 | 2.51% | 2.51% | 107 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FOSTER & MOTLEY INC | History | No change | 157,953 | 8,001 | 0.37% | 0.37% | 108 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | No change | 156,353 | 7,920 | 0.03% | 0.03% | 109 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 155,996 | 7,901 | 0.1% | 0.1% | 110 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CITADEL ADVISORS LLC | History | No change | 155,263 | 7,864 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| CVA Family Office, LLC | History | No change | 152,292 | 7,714 | 0.7% | 0.7% | 112 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 150,599 | 7,629 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | No change | 146,169 | 7,404 | 0.12% | 0.12% | 114 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 144,042 | 7,296 | 0.04% | 0.04% | 115 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 147,551 | 7,020 | 1.38% | 1.61% | 116 | -2,048 | -1.37% | Q3 2026 | Oct 05, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 139,531 | 6,975 | 1.2% | 1.2% | 117 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Brio Consultants, LLC | History | No change | 137,455 | 6,962 | 0.82% | 0.82% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Newman Dignan & Sheerar, Inc. | History | No change | 137,001 | 6,939 | 1.33% | 1.33% | 119 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 145,081 | 6,902 | 1.24% | 1.99% | 120 | -65,794 | -31.2% | Q3 2026 | Oct 05, 2026 |
| AdvisorNet Financial, Inc | History | No change | 136,030 | 6,890 | 0.31% | 0.31% | 121 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Merit Financial Group, LLC | History | No change | 135,791 | 6,878 | 0.04% | 0.04% | 122 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 135,577 | 6,867 | 0.66% | 0.66% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 132,238 | 6,698 | 0.33% | 0.33% | 124 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Boulder Wealth Advisors, LLC | History | No change | 130,633 | 6,617 | 2.41% | 2.41% | 125 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TD Capital Management LLC | History | No change | 130,289 | 6,599 | 0.54% | 0.54% | 126 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rice Partnership, LLC | History | No change | 129,870 | 6,578 | 0.8% | 0.8% | 127 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 127,268 | 6,447 | 0.04% | 0.04% | 128 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 126,012 | 6,383 | 0.1% | 0.1% | 129 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| New Insight Wealth Advisors | History | No change | 123,269 | 6,244 | 1.84% | 1.84% | 130 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 113,404 | 5,744 | 0.06% | 0.06% | 131 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WASHINGTON TRUST BANK | History | No change | 111,947 | 5,670 | 0.4% | 0.4% | 132 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JANE STREET GROUP, LLC | History | No change | 111,283 | 5,637 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Leverty Financial Group, LLC | History | Reduced | 117,623 | 5,596 | 1.02% | 2.21% | 134 | -106,665 | -47.56% | Q3 2026 | Oct 08, 2026 |
| Crumly & Associates Inc. | History | Added to | 115,419 | 5,491 | 0.97% | 1.02% | 135 | +9,880 | 9.36% | Q3 2026 | Oct 07, 2026 |
| HighPoint Advisor Group LLC | History | No change | 107,479 | 5,444 | 0.19% | 0.19% | 136 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Summit Wealth Partners, LLC | History | No change | 106,601 | 5,399 | 0.77% | 0.77% | 137 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NewEdge Wealth, LLC | History | No change | 106,023 | 5,370 | 0.05% | 0.05% | 138 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Uniting Wealth Partners, LLC | History | No change | 104,293 | 5,282 | 1.07% | 1.07% | 139 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sanctuary Advisors, LLC | History | No change | 103,060 | 5,220 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 101,909 | 5,162 | 0.05% | 0.05% | 141 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Shotwell Rutter Baer Inc | History | No change | 101,151 | 5,123 | 2.81% | 2.81% | 142 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Private Wealth Management Group, LLC | History | No change | 100,446 | 5,088 | 1.18% | 1.18% | 143 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Principle Wealth Partners LLC | History | No change | 99,721 | 5,051 | 0.25% | 0.25% | 144 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hughes Financial Services, LLC | History | No change | 97,587 | 4,943 | 0.66% | 0.66% | 145 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 94,998 | 4,812 | 0.04% | 0.04% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Moss Adams Wealth Advisors LLC | History | No change | 92,638 | 4,692 | 0.29% | 0.29% | 147 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Landmark Wealth Management, LLC | History | No change | 89,609 | 4,539 | 1.09% | 1.09% | 148 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bleakley Financial Group, LLC | History | No change | 89,544 | 4,535 | 0.06% | 0.06% | 149 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Visionary Wealth Advisors | History | No change | 87,996 | 4,457 | 0.18% | 0.18% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 87,510 | 4,432 | 0.11% | 0.11% | 151 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 85,050 | 4,308 | 0.04% | 0.04% | 152 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Jacobi Capital Management LLC | History | No change | 83,700 | 4,239 | 0.21% | 0.21% | 153 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Red Mountain Financial, LLC | History | No change | 81,300 | 4,118 | 3.45% | 3.45% | 154 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Compass Ion Advisors, LLC | History | No change | 81,292 | 4,117 | 0.35% | 0.35% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 79,879 | 4,046 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 78,223 | 3,962 | 0.19% | 0.19% | 157 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Copper Harbor Investment Advisors, LLC | History | No change | 76,623 | 3,881 | 0.82% | 0.82% | 158 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Focus Partners Wealth | History | No change | 76,048 | 3,852 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 74,512 | 3,774 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Obermeyer Wealth Partners | History | No change | 74,215 | 3,759 | 0.15% | 0.15% | 161 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Unique Wealth Strategies, LLC | History | No change | 73,926 | 3,744 | 1.36% | 1.36% | 162 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NewEdge Advisors, LLC | History | No change | 73,349 | 3,715 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Storgate, LLC | History | No change | 73,327 | 3,714 | 0.77% | 0.77% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 72,994 | 3,697 | 0.9% | 0.9% | 165 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NBT BANK, N.A. | History | No change | 70,395 | 3,565 | 0.24% | 0.24% | 166 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Zhang Financial LLC | History | No change | 69,610 | 3,526 | 0.1% | 0.1% | 167 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Intrua Financial, LLC | History | No change | 68,398 | 3,464 | 0.32% | 0.32% | 168 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FMA Wealth Management, LLC | History | No change | 67,919 | 3,440 | 2.2% | 2.2% | 169 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 66,594 | 3,373 | 0.04% | 0.04% | 170 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Mariner, LLC | History | No change | 65,933 | 3,339 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 64,028 | 3,243 | 0.37% | 0.37% | 172 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | No change | 62,975 | 3,190 | 1.91% | 1.91% | 173 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Opal Wealth Advisors, LLC | History | No change | 62,749 | 3,178 | 0.69% | 0.69% | 174 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Leslie Global Wealth, LLC | History | No change | 62,642 | 3,173 | 1.24% | 1.24% | 175 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Mutual Advisors, LLC | History | No change | 62,419 | 3,161 | 0.06% | 0.06% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 60,901 | 3,084 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Presidio Capital Management, LLC | History | No change | 60,247 | 3,051 | 0.76% | 0.76% | 178 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Colter Lewis Investment Partners LLC | History | No change | 60,000 | 3,039 | 1.35% | 1.35% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | No change | 59,253 | 3,001 | 1.04% | 1.04% | 180 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 59,009 | 2,989 | 0.29% | 0.29% | 181 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Investment Planning Advisors, Inc. | History | No change | 57,652 | 2,920 | 0.68% | 0.68% | 182 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 57,136 | 2,894 | 0.18% | 0.18% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 55,588 | 2,815 | 0.08% | 0.08% | 184 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| UNIQUE WEALTH, LLC | History | No change | 55,210 | 2,796 | 0.33% | 0.33% | 185 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| First Financial Bank - Trust Division | History | Added to | 58,551 | 2,785 | 0.2% | 0.21% | 186 | +877 | 1.52% | Q3 2026 | Oct 01, 2026 |
| Whitegate Investment Counselors, Inc. | History | No change | 54,604 | 2,765 | 0.79% | 0.79% | 187 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD BANCORP | History | No change | 53,456 | 2,707 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Advisory Services Network, LLC | History | No change | 53,015 | 2,685 | 0.03% | 0.03% | 189 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | No change | 52,136 | 2,640 | 1.35% | 1.35% | 190 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sterling Investment Advisors, Ltd. | History | No change | 50,800 | 2,573 | 0.43% | 0.43% | 191 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| 1015 Capital Partners, LLC | History | No change | 50,597 | 2,562 | 2.15% | 2.15% | 192 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IHT Wealth Management, LLC | History | No change | 50,254 | 2,545 | 0.05% | 0.05% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Balance Wealth Partners LLC | History | No change | 49,858 | 2,525 | 0.67% | 0.67% | 194 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 49,506 | 2,507 | 0.06% | 0.06% | 195 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 49,512 | 2,507 | 0.25% | 0.25% | 196 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 51,840 | 2,466 | 0.28% | 0.45% | 197 | -24,247 | -31.87% | Q3 2026 | Oct 09, 2026 |
| UBS Group AG | History | No change | 48,099 | 2,436 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KINTRA WEALTH, LLC | History | No change | 48,681 | 2,434 | 0.13% | 0.13% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equity Wealth Partners, LLC | History | No change | 47,519 | 2,407 | 0.87% | 0.87% | 200 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 47,064 | 2,384 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | No change | 46,940 | 2,377 | 0.98% | 0.98% | 202 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Atria Investments, Inc | History | No change | 46,259 | 2,343 | 0.02% | 0.02% | 203 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Lineweaver Wealth Advisors, LLC | History | No change | 46,065 | 2,333 | 0.28% | 0.28% | 204 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 45,810 | 2,320 | 0.35% | 0.35% | 205 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | No change | 45,776 | 2,318 | 0.32% | 0.32% | 206 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 47,110 | 2,241 | 0.17% | 0.19% | 207 | -2,568 | -5.17% | Q3 2026 | Oct 08, 2026 |
| Breakwater Capital Group | History | Reduced | 46,734 | 2,223 | 0.26% | 0.29% | 208 | -1,140 | -2.38% | Q3 2026 | Oct 08, 2026 |
| Prentice Wealth Management LLC | History | No change | 43,601 | 2,208 | 0.46% | 0.46% | 209 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Juno Financial Group LLC | History | No change | 43,515 | 2,204 | 0.78% | 0.78% | 210 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wealthspire Retirement, LLC | History | No change | 42,819 | 2,168 | 0.12% | 0.12% | 211 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bernardo Wealth Planning LLC | History | No change | 41,502 | 2,102 | 0.36% | 0.36% | 212 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 41,252 | 2,089 | 0.19% | 0.19% | 213 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Valor Advisors LLC | History | No change | 41,085 | 2,081 | 1.53% | 1.53% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GFS Advisors, LLC | History | No change | 4,480 | 2,056 | 0.22% | 0.22% | 215 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| United Advisor Group, LLC | History | No change | 40,251 | 2,038 | 0.22% | 0.22% | 216 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Quantinno Capital Management LP | History | No change | 39,765 | 2,014 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Impact Investors, Inc | History | No change | 39,040 | 1,977 | 1.45% | 1.45% | 218 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | No change | 38,357 | 1,942 | 0.37% | 0.37% | 219 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Apella Capital, LLC | History | Reduced | 40,483 | 1,916 | 0.02% | 0.03% | 220 | -2,225 | -5.21% | Q3 2026 | Oct 08, 2026 |
| Elequin Capital, LP | History | No change | 36,929 | 1,870 | 0.06% | 0.06% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 36,060 | 1,826 | 0.3% | 0.3% | 222 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 35,863 | 1,816 | 0.05% | 0.05% | 223 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Golden State Wealth Management, LLC | History | No change | 35,693 | 1,808 | 0.16% | 0.16% | 224 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WESBANCO BANK INC | History | No change | 35,418 | 1,794 | 0.04% | 0.04% | 225 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 35,414 | 1,793 | 0.03% | 0.03% | 226 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Arax Advisory Partners | History | No change | 34,627 | 1,754 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SteelPeak Wealth, LLC | History | No change | 34,257 | 1,735 | 0.04% | 0.04% | 228 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Spire Wealth Management | History | No change | 34,228 | 1,733 | 0.05% | 0.05% | 229 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Linscomb Wealth, Inc. | History | No change | 34,042 | 1,724 | 0.07% | 0.07% | 230 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| 5T Wealth, LLC | History | No change | 33,934 | 1,718 | 0.64% | 0.64% | 231 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Friday Financial | History | Added to | 35,216 | 1,679 | 0.33% | 0.41% | 232 | +4,968 | 16.42% | Q3 2026 | Oct 09, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 33,128 | 1,678 | 0.07% | 0.07% | 233 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Carter Financial, LLC | History | No change | 32,518 | 1,647 | 1.24% | 1.24% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RTD Financial Advisors, Inc. | History | New | 34,223 | 1,628 | 0.18% | — | 235 | +34,223 | New | Q3 2026 | Oct 09, 2026 |
| McAdam, LLC | History | No change | 31,134 | 1,577 | 0.06% | 0.06% | 236 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Freedom Investment Management, Inc. | History | No change | 30,734 | 1,556 | 0.43% | 0.43% | 237 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Valeo Financial Advisors, LLC | History | New | 32,645 | 1,553 | 0.03% | — | 238 | +32,645 | New | Q3 2026 | Oct 08, 2026 |
| Marion Wealth Management | History | No change | 30,521 | 1,546 | 0.31% | 0.31% | 239 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | No change | 30,524 | 1,546 | 1.07% | 1.07% | 240 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Seascape Capital Management | History | No change | 30,500 | 1,545 | 0.37% | 0.37% | 241 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Kooman & Associates | History | No change | 30,353 | 1,537 | 0.41% | 0.41% | 242 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Philip James Wealth Mangement, LLC | History | No change | 30,145 | 1,527 | 0.17% | 0.17% | 243 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Marshall Financial Group, LLC | History | No change | 30,095 | 1,524 | 0.22% | 0.22% | 244 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Inscription Capital, LLC | History | No change | 29,809 | 1,509 | 0.13% | 0.13% | 245 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Family Investment Center, Inc. | History | No change | 29,648 | 1,501 | 0.25% | 0.25% | 246 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PRIVATE TRUST CO NA | History | No change | 29,194 | 1,478 | 0.12% | 0.12% | 247 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Talisman Wealth Advisors LLC | History | No change | 29,145 | 1,476 | 1.1% | 1.1% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 29,039 | 1,470 | 0.09% | 0.09% | 249 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TBH Global Asset Management, LLC | History | No change | 28,991 | 1,468 | 0.27% | 0.27% | 250 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Daybright Advisory Services, Inc. | History | No change | 29,369 | 1,460 | 0.35% | 0.35% | 251 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Advyzon Investment Management, LLC | History | No change | 28,248 | 1,430 | 0.1% | 0.1% | 252 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 27,749 | 1,405 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| &PARTNERS | History | No change | 27,660 | 1,401 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 27,532 | 1,394 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Diversify Advisory Services, LLC | History | No change | 27,931 | 1,392 | 0.02% | 0.02% | 256 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 27,931 | 1,392 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| IFP Advisors, Inc | History | No change | 27,435 | 1,389 | 0.03% | 0.03% | 258 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 28,769 | 1,368 | 0.22% | 0.18% | 259 | +6,906 | 31.59% | Q3 2026 | Oct 08, 2026 |
| Tandem Financial, LLC | History | No change | 26,854 | 1,360 | 0.41% | 0.41% | 260 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 26,649 | 1,349 | 0.11% | 0.11% | 261 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Synergy Investment Management, LLC | History | No change | 26,484 | 1,341 | 0.32% | 0.32% | 262 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 26,396 | 1,337 | 0.07% | 0.07% | 263 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 26,346 | 1,334 | 0.02% | 0.02% | 264 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cyr Financial Inc. | History | No change | 25,506 | 1,292 | 0.67% | 0.67% | 265 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CROBAN | History | No change | 25,480 | 1,290 | 0.57% | 0.57% | 266 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 25,260 | 1,279 | 0.02% | 0.02% | 267 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Beta Wealth Group, Inc. | History | No change | 25,233 | 1,278 | 0.48% | 0.48% | 268 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NWF Advisory Services Inc. | History | No change | 25,125 | 1,272 | 0.12% | 0.12% | 269 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 24,439 | 1,237 | 0.06% | 0.06% | 270 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 24,355 | 1,233 | 0.06% | 0.06% | 271 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rossby Financial, LCC | History | No change | 24,152 | 1,223 | 0.22% | 0.22% | 272 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 24,070 | 1,219 | 0.02% | 0.02% | 273 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Forum Private Client Group LLC | History | No change | 24,044 | 1,217 | 0.36% | 0.36% | 274 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bernicke Wealth Management, Ltd. | History | No change | 23,325 | 1,181 | 0.14% | 0.14% | 275 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allied Private Wealth LLC | History | No change | 23,426 | 1,178 | 0.76% | 0.76% | 276 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 22,258 | 1,127 | 0.06% | 0.06% | 277 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FF Advisors,LLC | History | No change | 22,174 | 1,123 | 0.42% | 0.42% | 278 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 22,089 | 1,118 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | No change | 22,024 | 1,115 | 0.34% | 0.34% | 280 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Boyd Wealth Management, LLC | History | No change | 21,518 | 1,089 | 0.41% | 0.41% | 281 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Centerline Wealth Advisors, LLC | History | No change | 20,658 | 1,046 | 0.33% | 0.33% | 282 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| VestGen Advisors, LLC | History | No change | 20,643 | 1,045 | 0.03% | 0.03% | 283 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| King Wealth Management Group | History | No change | 20,528 | 1,040 | 0.11% | 0.11% | 284 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | No change | 20,546 | 1,040 | 0.15% | 0.15% | 285 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PLANNING DIRECTIONS INC | History | No change | 20,250 | 1,025 | 0.47% | 0.47% | 286 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | No change | 20,244 | 1,025 | 1.57% | 1.57% | 287 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | No change | 20,175 | 1,021 | 0.13% | 0.13% | 288 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 20,108 | 1,018 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 20,000 | 1,013 | 0.22% | 0.22% | 290 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CHOREO, LLC | History | No change | 19,881 | 1,007 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 19,848 | 1,005 | 0.42% | 0.42% | 292 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 19,808 | 1,003 | 0.03% | 0.03% | 293 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Apollon Financial, LLC | History | No change | 19,756 | 1,000 | 0.12% | 0.12% | 294 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Perennial Advisors, LLC | History | No change | 19,675 | 996 | 0.15% | 0.15% | 295 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 20,370 | 969 | 0.1% | 0.11% | 296 | +122 | 0.6% | Q3 2026 | Oct 07, 2026 |
| Immaculate Wealth Management LLC | History | No change | 18,845 | 954 | 6.46% | 6.46% | 297 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sequent Planning LLC | History | No change | 18,331 | 928 | 0.2% | 0.2% | 298 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compass Wealth Management, LLC/GA | History | No change | 18,239 | 923 | 0.37% | 0.37% | 299 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Everest Financial Group LLC | History | No change | 18,034 | 913 | 0.12% | 0.12% | 300 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sigma Planning Corp | History | No change | 17,998 | 911 | 0.02% | 0.02% | 301 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Western Wealth Management, LLC | History | No change | 17,953 | 909 | 0.03% | 0.03% | 302 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 17,868 | 905 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 17,825 | 902 | 0.05% | 0.05% | 304 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WCG Wealth Advisors LLC | History | No change | 17,617 | 892 | 0.02% | 0.02% | 305 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 17,329 | 877 | 0.01% | 0.01% | 306 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Savvy Advisors, Inc. | History | No change | 17,190 | 870 | 0.02% | 0.02% | 307 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SouthState Bank Corp | History | No change | 16,356 | 828 | 0.03% | 0.03% | 308 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Entelevest, LLC | History | No change | 16,277 | 824 | 0.7% | 0.7% | 309 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Crane Advisory, LLC | History | No change | 16,281 | 817 | 0.12% | 0.12% | 310 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Brookwood Investment Group LLC | History | No change | 16,021 | 811 | 0.09% | 0.09% | 311 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Arbor Investment Advisors, LLC | History | No change | 15,720 | 796 | 0.09% | 0.09% | 312 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| IMA Advisory Services, Inc. | History | No change | 15,638 | 792 | 0.05% | 0.05% | 313 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | No change | 15,400 | 780 | 0.63% | 0.63% | 314 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Financial Strategies Group, Inc. | History | No change | 15,536 | 778 | 0.12% | 0.12% | 315 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 14,961 | 757 | 0.09% | 0.09% | 316 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Arkadios Wealth Advisors | History | No change | 14,929 | 756 | 0.01% | 0.01% | 317 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 14,626 | 740 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 14,580 | 738 | 0.03% | 0.03% | 319 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 14,569 | 737 | 0.27% | 0.27% | 320 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PFW Advisors LLC | History | New | 14,520 | 690 | 0.2% | — | 321 | +14,520 | New | Q3 2026 | Oct 07, 2026 |
| Pure Financial Advisors, LLC | History | No change | 13,500 | 683 | 0.01% | 0.01% | 322 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NCM Capital Management, LLC | History | No change | 13,400 | 678 | 0.21% | 0.21% | 323 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lifestyle Asset Management, Inc. | History | No change | 13,325 | 674 | 0.18% | 0.18% | 324 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Barnes Wealth Management Group, Inc | History | No change | 13,120 | 664 | 0.31% | 0.31% | 325 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Crews Bank & Trust | History | No change | 12,946 | 655 | 0.09% | 0.09% | 326 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Parallel Advisors, LLC | History | No change | 12,658 | 641 | 0.01% | 0.01% | 327 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | No change | 12,600 | 638 | 0.27% | 0.27% | 328 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Clarity Retirement & Wealth, LLC | History | No change | 12,403 | 628 | 0.43% | 0.43% | 329 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 13,191 | 627 | 0.07% | 0.08% | 330 | -589 | -4.27% | Q3 2026 | Oct 08, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | No change | 12,196 | 617 | 0.51% | 0.51% | 331 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OPPENHEIMER & CO INC | History | No change | 12,140 | 614 | 0.01% | 0.01% | 332 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LWM Advisory Services, LLC | History | No change | 11,516 | 583 | 1.04% | 1.04% | 333 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 11,395 | 577 | 0.1% | 0.1% | 334 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Aurdan Capital Management, LLC | History | No change | 11,112 | 562 | 0.14% | 0.14% | 335 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | No change | 11,066 | 560 | 0.08% | 0.08% | 336 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Avestar Capital, LLC | History | No change | 11,016 | 558 | 0.03% | 0.03% | 337 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Milestone Investment Advisors LLC | History | No change | 10,898 | 552 | 0.12% | 0.12% | 338 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 10,863 | 550 | 0.01% | 0.01% | 339 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 10,835 | 548 | 0.05% | 0.05% | 340 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 10,700 | 542 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clear Point Advisors Inc. | History | No change | 10,677 | 540 | 0.48% | 0.48% | 342 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BCGM Wealth Management, LLC | History | No change | 10,624 | 538 | 0.11% | 0.11% | 343 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SWMG, LLC | History | No change | 10,650 | 536 | 0.13% | 0.13% | 344 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NORTHERN TRUST CORP | History | No change | 10,535 | 533 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OPTIMA CAPITAL LLC | History | No change | 10,378 | 525 | 0.21% | 0.21% | 346 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Added to | 10,997 | 523 | 0.15% | 0.15% | 347 | +712 | 6.92% | Q3 2026 | Oct 05, 2026 |
| Blue Water Asset Management | History | No change | 10,176 | 515 | 0.17% | 0.17% | 348 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RED REEF ADVISORS LLC | History | No change | 10,049 | 509 | 0.47% | 0.47% | 349 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 10,000 | 506 | 0.19% | 0.19% | 350 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 9,955 | 504 | 0.02% | 0.02% | 351 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mallini Complete Financial Planning LLC | History | No change | 10,600 | 504 | 0.35% | 0.38% | 352 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| MGO ONE SEVEN LLC | History | No change | 9,597 | 486 | 0.01% | 0.01% | 353 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 9,581 | 485 | 0.07% | 0.07% | 354 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 9,539 | 483 | 0.03% | 0.03% | 355 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Axis Wealth Partners, LLC | History | No change | 9,524 | 482 | 0.23% | 0.23% | 356 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Arlington Financial Advisors, LLC | History | No change | 9,414 | 476 | 0.06% | 0.06% | 357 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GGM Financial LLC | History | No change | 9,343 | 473 | 0.18% | 0.18% | 358 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Jeter Robert S II | History | No change | 9,196 | 463 | 0.44% | 0.44% | 359 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Choice Wealth Advisors LLC | History | No change | 9,131 | 462 | 0.16% | 0.16% | 360 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NICOLET BANKSHARES INC | History | No change | 8,996 | 455 | 0.01% | 0.01% | 361 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 8,963 | 454 | 0.03% | 0.03% | 362 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 9,507 | 452 | 0.11% | 0.07% | 363 | +4,026 | 73.45% | Q3 2026 | Oct 07, 2026 |
| SAXON INTERESTS, INC. | History | No change | 8,890 | 450 | 0.12% | 0.12% | 364 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Financial Private Client, LLC | History | No change | 8,690 | 440 | 0.12% | 0.12% | 365 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sincerus Advisory, LLC | History | Added to | 9,208 | 438 | 0.29% | 0.19% | 366 | +3,604 | 64.31% | Q3 2026 | Oct 08, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 8,610 | 436 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 8,612 | 436 | 0.01% | 0.01% | 368 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 8,559 | 433 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Putney Financial Group LLC | History | No change | 8,451 | 428 | 0.39% | 0.39% | 370 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 8,445 | 427 | 0.06% | 0.06% | 371 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 8,455 | 427 | 0.03% | 0.03% | 372 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Essex Financial Services, Inc. | History | No change | 8,143 | 412 | 0.02% | 0.02% | 373 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cooper Financial Group | History | New | 8,566 | 407 | 0.03% | — | 374 | +8,566 | New | Q3 2026 | Oct 07, 2026 |
| Johnson Bixby & Associates, LLC | History | No change | 7,912 | 400 | 0.04% | 0.04% | 375 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Timmons Wealth Management, LLC | History | No change | 7,912 | 400 | 0.29% | 0.29% | 376 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cerity Partners LLC | History | No change | 7,868 | 398 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | No change | 7,872 | 398 | 0.14% | 0.14% | 378 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LM Advisors LLC | History | No change | 7,768 | 393 | 0.05% | 0.05% | 379 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 7,756 | 392 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 7,743 | 392 | 0.02% | 0.02% | 381 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| XY Planning Network, Inc. | History | No change | 7,722 | 391 | 0.05% | 0.05% | 382 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PDS Planning, Inc | History | No change | 7,705 | 390 | 0.02% | 0.02% | 383 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| W.H. Cornerstone Investments Inc. | History | No change | 7,655 | 387 | 0.22% | 0.22% | 384 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 7,584 | 384 | 0.06% | 0.06% | 385 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Meridian Financial Advisors, LLC | History | No change | 7,392 | 374 | 0.18% | 0.18% | 386 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Lionshead Wealth Management, LLC | History | No change | 7,348 | 372 | 0.24% | 0.24% | 387 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 7,259 | 367 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealthspire Advisors, LLC | History | No change | 7,148 | 362 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mason & Associates Inc | History | No change | 7,140 | 361 | 0.06% | 0.06% | 390 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | No change | 6,985 | 353 | 0.1% | 0.1% | 391 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 6,849 | 346 | 0.09% | 0.09% | 392 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| DAVENPORT & Co LLC | History | No change | 6,822 | 345 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 6,824 | 345 | 0.01% | 0.01% | 394 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Evercore Wealth Management, LLC | History | No change | 6,785 | 343 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Peck Wealth Management, LLC | History | No change | 6,760 | 342 | 0.29% | 0.29% | 396 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Vawter Financial, Ltd. | History | No change | 6,571 | 332 | 0.13% | 0.13% | 397 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SageView Advisory Group, LLC | History | No change | 6,471 | 327 | 0.01% | 0.01% | 398 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Embree Financial Group | History | No change | 6,463 | 327 | 0.03% | 0.03% | 399 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SIERRA OCEAN, LLC | History | No change | 6,355 | 321 | 0.22% | 0.22% | 400 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WealthPLAN Partners, LLC | History | No change | 6,298 | 319 | 0.06% | 0.06% | 401 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Teamwork Financial Advisors, LLC | History | No change | 6,294 | 318 | 0.03% | 0.03% | 402 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 6,222 | 315 | 0.01% | 0.01% | 403 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Stirlingshire Investments, Inc. | History | No change | 6,228 | 315 | 0.23% | 0.23% | 404 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | No change | 6,112 | 309 | 0.1% | 0.1% | 405 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | No change | 5,981 | 302 | 0.11% | 0.11% | 406 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Leading Edge Financial Planning LLC | History | No change | 5,921 | 299 | 0.05% | 0.05% | 407 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 5,873 | 297 | 0.02% | 0.02% | 408 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 5,873 | 297 | 0.01% | 0.01% | 409 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Balefire, LLC | History | Added to | 6,058 | 288 | 0.05% | 0.05% | 410 | +188 | 3.2% | Q3 2026 | Oct 09, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | No change | 5,614 | 284 | 0.07% | 0.07% | 411 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 5,552 | 281 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | No change | 5,500 | 278 | 0.03% | 0.03% | 413 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Roberts Wealth Advisors, LLC | History | No change | 5,389 | 272 | 0.06% | 0.06% | 414 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Gryphon Financial Partners LLC | History | No change | 5,365 | 271 | 0.02% | 0.02% | 415 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Certified Advisory Corp | History | No change | 5,314 | 269 | 0.02% | 0.02% | 416 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Saxony Capital Management, LLC | History | No change | 5,267 | 266 | 0.12% | 0.12% | 417 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Stone Summit Wealth LLC | History | No change | 5,256 | 266 | 0.07% | 0.07% | 418 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FMR LLC | History | No change | 5,214 | 264 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Noble Wealth Partners LLC | History | No change | 5,205 | 263 | 0.23% | 0.23% | 420 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| StrongBox Wealth, LLC | History | No change | 5,184 | 262 | 0.07% | 0.07% | 421 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 5,496 | 261 | 0.06% | 0.06% | 422 | +179 | 3.37% | Q3 2026 | Oct 09, 2026 |
| USAdvisors Wealth Management, LLC | History | No change | 5,125 | 259 | 0.07% | 0.07% | 423 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Madison Wealth Partners, Inc | History | No change | 5,119 | 259 | 0.03% | 0.03% | 424 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 5,056 | 256 | 0.01% | 0.01% | 425 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Geneos Wealth Management Inc. | History | No change | 5,039 | 255 | 0.01% | 0.01% | 426 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Firestone Capital Management | History | No change | 5,038 | 255 | 0.05% | 0.05% | 427 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| XTX Topco Ltd | History | No change | 5,036 | 255 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Centurion Wealth Management LLC | History | No change | 5,052 | 255 | 0.06% | 0.06% | 429 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CHARTER RESEARCH & INVESTMENT GROUP, INC. | History | No change | 5,009 | 253 | 0.15% | 0.15% | 430 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 4,983 | 252 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| One Capital Management, LLC | History | No change | 5,020 | 250 | 0.01% | 0.01% | 432 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cedar Point Capital Partners, LLC | History | No change | 4,880 | 247 | 0.14% | 0.14% | 433 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STEPHENS INC /AR/ | History | No change | 4,868 | 246 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Financial Futures Ltd Liability Co. | History | No change | 4,864 | 246 | 0.09% | 0.09% | 435 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 4,835 | 244 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Belpointe Asset Management LLC | History | No change | 4,802 | 243 | 0.01% | 0.01% | 437 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PKS Advisory Services, LLC | History | No change | 4,775 | 241 | 0.04% | 0.04% | 438 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ENTREWEALTH, LLC | History | No change | 4,766 | 237 | 0.09% | 0.09% | 439 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Millington Financial Advisors, LLC | History | No change | 4,700 | 235 | 0.09% | 0.09% | 440 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Independence Asset Advisors, LLC | History | No change | 4,650 | 235 | 0.06% | 0.06% | 441 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Signature Wealth Management Partners, LLC | History | No change | 4,578 | 231 | 0.11% | 0.11% | 442 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 4,578 | 231 | 0.02% | 0.02% | 443 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 4,567 | 231 | 0.02% | 0.02% | 444 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Trust Co | History | Added to | 4,800 | 228 | 0.02% | 0.01% | 445 | +2,193 | 84.12% | Q3 2026 | Oct 09, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 4,497 | 227 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 4,453 | 225 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 4,340 | 219 | 0.09% | 0.09% | 448 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 4,313 | 218 | 0.02% | 0.02% | 449 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| US BANCORP \DE\ | History | No change | 4,228 | 214 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prospera Financial Services Inc | History | No change | 4,231 | 214 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | No change | 4,189 | 212 | 0.11% | 0.11% | 452 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 4,151 | 210 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 4,147 | 210 | 0.15% | 0.15% | 454 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Navigate Wealth Management, LLC | History | No change | 4,174 | 209 | 0.13% | 0.13% | 455 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 4,094 | 207 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Northwest Financial Advisors | History | No change | 4,080 | 206 | 0.03% | 0.03% | 457 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 4,040 | 204 | 0.01% | 0.01% | 458 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIRST INTERSTATE BANK | History | No change | 4,015 | 203 | 0.01% | 0.01% | 459 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kathmere Capital Management, LLC | History | No change | 4,001 | 202 | 0.01% | 0.01% | 460 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CWA Asset Management Group, LLC | History | No change | 3,957 | 200 | 0.01% | 0.01% | 461 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 3,951 | 200 | 0.01% | 0.01% | 462 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Vanguard National Trust Co | History | No change | 3,887 | 196 | 0.01% | 0.01% | 463 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | No change | 3,822 | 193 | 0.01% | 0.01% | 464 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 3,644 | 184 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Vision Retirement, LLC | History | No change | 3,429 | 173 | 0.04% | 0.04% | 466 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 3,317 | 168 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Signature Equity Partners, LLC | History | No change | 2,705 | 137 | 0.06% | 0.06% | 468 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 2,584 | 130 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 2,531 | 128 | 0.01% | 0.01% | 470 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 2,529 | 128 | 0.05% | 0.05% | 471 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Longview Financial Advisors LLC | History | No change | 2,300 | 116 | 0.06% | 0.06% | 472 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 2,276 | 115 | 0.02% | 0.02% | 473 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Clearstead Advisors, LLC | History | No change | 2,266 | 114 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 2,196 | 111 | 0.01% | 0.01% | 475 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 2,049 | 103 | 0.04% | 0.04% | 476 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 1,792 | 90 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,612 | 81 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 1,487 | 75 | 0.02% | 0.02% | 479 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 1,368 | 69 | 0.04% | 0.04% | 480 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Essential Investment Partners LLC | History | No change | 1,145 | 58 | 0.05% | 0.05% | 481 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 1,098 | 56 | 0.01% | 0.01% | 482 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Lavaca Capital LLC | History | No change | 1,106 | 56 | 0.01% | 0.01% | 483 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Founders Financial Alliance, LLC | History | No change | 1,000 | 50 | 0.01% | 0.01% | 484 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Burk Holdings LLC | History | No change | 988 | 50 | 0.02% | 0.02% | 485 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SHP Wealth Management | History | No change | 934 | 47 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 881 | 44 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 800 | 40 | 0.01% | 0.01% | 488 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GeoWealth Management, LLC | History | No change | 789 | 39 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 709 | 35 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Millstone Evans Group, LLC | History | No change | 594 | 30 | 0.02% | 0.02% | 491 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GODSEY & GIBB, INC | History | No change | 541 | 27 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ST GERMAIN D J CO INC | History | No change | 500 | 25 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 426 | 21 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DecisionPoint Financial, LLC | History | No change | 420 | 21 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kingdom Financial Group LLC. | History | No change | 403 | 20 | 0.01% | 0.01% | 496 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 307 | 15 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 310 | 15 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Basepoint Wealth LLC | History | No change | 303 | 15 | 0.01% | 0.01% | 499 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CX Institutional | History | New | 295 | 14 | 0.0% | — | 501 | +295 | New | Q3 2026 | Oct 02, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 279 | 14 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CoreCap Advisors, LLC | History | Added to | 289 | 13 | 0.0% | 0.0% | 502 | +2 | 0.7% | Q3 2026 | Oct 08, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 240 | 12 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 210 | 10 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Colonial Trust Co / SC | History | No change | 211 | 10 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 194 | 9 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 166 | 8 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Axiom Investment Management LLC | History | No change | 132 | 6 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cornerstone Planning Group LLC | History | No change | 103 | 5 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Continuum Advisory, LLC | History | No change | 82 | 4 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Imprint Wealth LLC | History | No change | 85 | 4 | 0.02% | 0.02% | 511 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 46 | 2 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Quent Capital, LLC | History | No change | 44 | 2 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Boston Standard Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.8% | — | -109,873 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |