J.P. Morgan Exchange-Traded Fund Trust - JPIE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | New | 8,679,689 | 399,873 | 0.06% | — | 1 | +8,679,689 | New | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 7,134,311 | 328,677 | 0.02% | 0.02% | 2 | +344,287 | 5.07% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 6,698,452 | 307,726 | 0.02% | 0.02% | 3 | -1,032,871 | -13.36% | Q1 2026 | May 13, 2026 |
| Savant Capital, LLC | History | Added to | 6,431,394 | 296,294 | 1.43% | 0.93% | 4 | +2,898,914 | 82.06% | Q1 2026 | May 04, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 6,383,524 | 294,088 | 1.64% | 1.44% | 5 | +791,361 | 14.15% | Q1 2026 | Apr 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 5,782,305 | 266,390 | 0.05% | 0.03% | 6 | +2,023,188 | 53.82% | Q1 2026 | Jul 08, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,616,685 | 166,620 | 0.01% | 0.01% | 7 | +513,347 | 16.54% | Q1 2026 | May 15, 2026 |
| Heritage Financial Services, LLC | History | No change | 2,848,628 | 131,862 | 11.01% | 11.01% | 8 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,602,855 | 119,913 | 0.03% | 0.03% | 9 | +61,379 | 2.42% | Q1 2026 | May 04, 2026 |
| Waverly Advisors, LLC | History | Added to | 2,491,534 | 114,784 | 0.86% | 0.85% | 10 | +215,345 | 9.46% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,287,927 | 105,405 | 0.02% | 0.02% | 11 | +123,329 | 5.7% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,735,652 | 79,961 | 0.02% | 0.02% | 12 | +266,528 | 18.14% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,643,821 | 75,748 | 0.11% | 0.1% | 13 | +163,464 | 11.04% | Q1 2026 | May 15, 2026 |
| Southern Financial Group, LLC | History | Added to | 1,349,253 | 62,160 | 17.37% | 17.33% | 14 | +41,516 | 3.17% | Q1 2026 | Jun 18, 2026 |
| Arkadios Wealth Advisors | History | Added to | 1,203,036 | 55,423 | 0.9% | 0.27% | 15 | +903,176 | 301.2% | Q1 2026 | May 18, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 1,127,724 | 51,954 | 1.29% | 1.22% | 16 | +64,239 | 6.04% | Q1 2026 | Apr 29, 2026 |
| Syntegra Private Wealth Group, LLC | History | Added to | 1,103,819 | 50,852 | 4.83% | 4.6% | 17 | +21,838 | 2.02% | Q1 2026 | Apr 27, 2026 |
| Williams Financial, LLC | History | Reduced | 1,051,067 | 48,422 | 28.19% | 28.22% | 18 | -2,635 | -0.25% | Q1 2026 | Apr 24, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 1,034,259 | 47,648 | 0.12% | 0.12% | 19 | -74,786 | -6.74% | Q1 2026 | Apr 22, 2026 |
| Hilton Capital Management, LLC | History | Added to | 969,267 | 44,654 | 3.37% | 3.23% | 20 | +41,605 | 4.48% | Q1 2026 | May 14, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 946,406 | 43,600 | 5.65% | 5.52% | 21 | +12,777 | 1.37% | Q1 2026 | May 07, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 905,261 | 41,705 | 8.42% | 8.6% | 22 | +31,186 | 3.57% | Q1 2026 | Apr 24, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 885,099 | 40,776 | 0.07% | 0.09% | 23 | -246,882 | -21.81% | Q1 2026 | May 14, 2026 |
| Enclave Advisors LLC | History | Reduced | 878,087 | 40,453 | 5.55% | 6.15% | 24 | -59,292 | -6.33% | Q1 2026 | Apr 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 809,994 | 37,316 | 0.05% | 0.05% | 25 | -25,823 | -3.09% | Q1 2026 | Apr 27, 2026 |
| Diversified Enterprises, LLC | History | Added to | 793,208 | 36,543 | 2.0% | 2.09% | 26 | +33,443 | 4.4% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 733,690 | 33,801 | 0.04% | 0.03% | 27 | +182,265 | 33.05% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 721,310 | 33,230 | 0.01% | 0.01% | 28 | +68,651 | 10.52% | Q1 2026 | May 06, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 688,590 | 31,723 | 3.0% | 2.79% | 29 | +55,746 | 8.81% | Q1 2026 | May 04, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 656,955 | 30,265 | 4.06% | 4.09% | 30 | +8,225 | 1.27% | Q1 2026 | Apr 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 637,188 | 29,355 | 0.04% | 0.04% | 31 | +60,408 | 10.47% | Q1 2026 | Apr 27, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 601,468 | 27,709 | 2.73% | 2.42% | 32 | +80,635 | 15.48% | Q1 2026 | Apr 27, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 595,211 | 27,421 | 0.53% | 0.48% | 33 | +62,426 | 11.72% | Q1 2026 | Apr 14, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 584,811 | 26,942 | 3.63% | 3.45% | 34 | +34,637 | 6.3% | Q1 2026 | Apr 08, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 577,197 | 26,591 | 1.88% | 2.33% | 35 | +216,928 | 60.21% | Q1 2026 | May 15, 2026 |
| Scott Capital Advisors, LLC | History | Added to | 572,035 | 26,353 | 5.34% | 5.69% | 36 | +17,583 | 3.17% | Q1 2026 | Apr 15, 2026 |
| NewEdge Wealth, LLC | History | Added to | 567,053 | 26,124 | 0.31% | 0.28% | 37 | +32,638 | 6.11% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 555,971 | 25,613 | 0.02% | 0.02% | 38 | +18,712 | 3.48% | Q1 2026 | May 12, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 555,847 | 25,607 | 0.99% | 0.88% | 39 | +97,788 | 21.35% | Q1 2026 | May 07, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 551,927 | 25,427 | 0.15% | 0.14% | 40 | +41,504 | 8.13% | Q1 2026 | May 05, 2026 |
| Armor Investment Advisors, LLC | History | Added to | 543,115 | 25,021 | 9.02% | 5.94% | 41 | +194,198 | 55.66% | Q1 2026 | Apr 29, 2026 |
| Resonant Capital Advisors, LLC | History | New | 542,367 | 24,986 | 1.31% | — | 42 | +542,367 | New | Q1 2026 | Apr 29, 2026 |
| Planned Solutions, Inc. | History | Added to | 533,069 | 24,558 | 8.04% | 7.71% | 43 | +13,568 | 2.61% | Q1 2026 | Apr 09, 2026 |
| Longview Financial Advisors LLC | History | Added to | 520,045 | 23,958 | 13.02% | 13.05% | 44 | +8,579 | 1.68% | Q1 2026 | Apr 20, 2026 |
| True North Advisors, LLC | History | New | 519,605 | 23,938 | 2.73% | — | 45 | +519,605 | New | Q1 2026 | May 07, 2026 |
| TPG Financial Advisors, LLC | History | Added to | 519,386 | 23,928 | 7.78% | 7.69% | 46 | +21,552 | 4.33% | Q1 2026 | May 08, 2026 |
| Visionary Wealth Advisors | History | Reduced | 507,149 | 23,364 | 1.03% | 1.17% | 47 | -54,364 | -9.68% | Q1 2026 | May 13, 2026 |
| NavPoint Financial, Inc. | History | Added to | 498,900 | 22,984 | 9.29% | 9.12% | 48 | +38,124 | 8.27% | Q1 2026 | Apr 24, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 482,437 | 22,225 | 0.4% | 0.4% | 49 | +27,663 | 6.08% | Q1 2026 | May 11, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 473,032 | 21,792 | 2.4% | 2.15% | 50 | +61,420 | 14.92% | Q1 2026 | May 14, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | Added to | 472,900 | 21,786 | 4.11% | 4.14% | 51 | +9,699 | 2.09% | Q1 2026 | May 07, 2026 |
| Certified Advisory Corp | History | Added to | 472,470 | 21,766 | 1.95% | 1.83% | 52 | +37,831 | 8.7% | Q1 2026 | Apr 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 462,969 | 21,329 | 0.05% | 0.03% | 53 | +192,367 | 71.09% | Q1 2026 | Apr 30, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Added to | 461,397 | 21,256 | 6.08% | 5.74% | 54 | +8,297 | 1.83% | Q1 2026 | Apr 28, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 444,395 | 20,473 | 2.15% | 1.18% | 55 | +210,771 | 90.22% | Q1 2026 | May 11, 2026 |
| Echo Wealth Management, LLC | History | Added to | 441,628 | 20,345 | 11.71% | 11.29% | 56 | +23,924 | 5.73% | Q1 2026 | Apr 21, 2026 |
| One Capital Management, LLC | History | Added to | 435,070 | 20,043 | 0.55% | 0.55% | 57 | +42,962 | 10.96% | Q1 2026 | May 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 433,885 | 19,989 | 0.22% | 0.34% | 58 | -112,182 | -20.54% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 430,196 | 19,819 | 0.09% | 0.08% | 59 | +48,983 | 12.85% | Q1 2026 | Apr 24, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 415,690 | 19,150 | 0.31% | 0.01% | 60 | +408,285 | 5513.64% | Q1 2026 | Apr 22, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 410,617 | 18,917 | 1.99% | 0.85% | 61 | +240,664 | 141.61% | Q1 2026 | May 04, 2026 |
| NORTHLAND SECURITIES, INC. | History | Reduced | 407,339 | 18,766 | 17.86% | 18.46% | 62 | -8,668 | -2.08% | Q1 2026 | May 04, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 406,200 | 18,713 | 2.49% | 2.41% | 63 | +15,582 | 3.99% | Q1 2026 | Apr 09, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 404,369 | 18,540 | 0.01% | 0.01% | 64 | +148,365 | 57.95% | Q1 2026 | May 15, 2026 |
| Horizon Investments, LLC | History | Added to | 375,016 | 17,119 | 0.19% | 0.1% | 65 | +202,313 | 117.15% | Q1 2026 | May 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 365,184 | 16,824 | 0.39% | 0.02% | 66 | +357,690 | 4773.02% | Q1 2026 | Apr 27, 2026 |
| Integrated Wealth Concepts LLC | History | New | 358,756 | 16,527 | 0.13% | — | 67 | +358,756 | New | Q1 2026 | May 15, 2026 |
| Pearl Planning LLC | History | New | 358,146 | 16,499 | 8.82% | — | 68 | +358,146 | New | Q1 2026 | Apr 30, 2026 |
| Magnus Financial Group LLC | History | Added to | 358,045 | 16,495 | 1.34% | 1.19% | 69 | +22,579 | 6.73% | Q1 2026 | Apr 10, 2026 |
| HighTower Advisors, LLC | History | Added to | 353,899 | 16,304 | 0.02% | 0.0% | 70 | +334,947 | 1767.34% | Q1 2026 | May 05, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 346,190 | 15,949 | 0.65% | 0.72% | 71 | -3,205 | -0.92% | Q1 2026 | May 12, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 326,486 | 15,041 | 1.07% | 0.98% | 72 | +31,175 | 10.56% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 325,982 | 15,017 | 0.11% | 0.12% | 73 | +14,440 | 4.64% | Q1 2026 | Apr 15, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 324,347 | 14,942 | 0.35% | 0.38% | 74 | -13,260 | -3.93% | Q1 2026 | May 04, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 313,650 | 14,449 | 0.05% | 0.02% | 75 | +195,290 | 165.0% | Q1 2026 | Apr 30, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 308,578 | 14,216 | 2.78% | 2.62% | 76 | +12,087 | 4.08% | Q1 2026 | Apr 15, 2026 |
| SMITH, MOORE & CO. | History | Added to | 307,497 | 14,166 | 1.03% | 1.05% | 77 | +7,841 | 2.62% | Q1 2026 | May 05, 2026 |
| Clear Trail Advisors, LLC | History | New | 297,772 | 13,718 | 2.28% | — | 78 | +297,772 | New | Q1 2026 | Apr 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 295,831 | 13,629 | 0.11% | 0.01% | 79 | +271,484 | 1115.06% | Q1 2026 | Apr 07, 2026 |
| FMA Wealth Management, LLC | History | Added to | 275,341 | 12,684 | 8.44% | 8.18% | 80 | +2,756 | 1.01% | Q1 2026 | Apr 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 266,874 | 12,294 | 0.04% | 0.04% | 81 | +54,424 | 25.62% | Q1 2026 | Jun 02, 2026 |
| Pinion Investment Advisors, LLC | History | Added to | 263,252 | 12,128 | 2.83% | 1.65% | 82 | +116,771 | 79.72% | Q1 2026 | Apr 24, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 263,966 | 12,116 | 0.11% | 0.18% | 83 | -95,103 | -26.49% | Q1 2026 | Apr 07, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | New | 262,618 | 12,098 | 3.64% | — | 84 | +262,618 | New | Q1 2026 | May 07, 2026 |
| American Financial Advisors, LLC | History | Added to | 261,282 | 12,037 | 1.61% | 1.55% | 85 | +1,115 | 0.43% | Q1 2026 | May 13, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 259,155 | 11,939 | 0.22% | 0.2% | 86 | +15,829 | 6.51% | Q1 2026 | Apr 10, 2026 |
| Krilogy Financial LLC | History | Added to | 257,446 | 11,886 | 0.38% | 0.39% | 87 | +12,601 | 5.15% | Q1 2026 | Apr 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 250,805 | 11,554 | 0.01% | 0.0% | 88 | +55,643 | 28.51% | Q1 2026 | May 08, 2026 |
| FAGAN ASSOCIATES, INC. | History | Added to | 246,240 | 11,344 | 1.58% | 0.05% | 89 | +238,465 | 3067.07% | Q1 2026 | May 04, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 245,878 | 11,327 | 2.35% | 2.2% | 90 | +30,440 | 14.13% | Q1 2026 | May 14, 2026 |
| CHOREO, LLC | History | Added to | 241,843 | 11,141 | 0.14% | 0.1% | 91 | +76,855 | 46.58% | Q1 2026 | May 12, 2026 |
| O'ROURKE & COMPANY, Inc | History | Added to | 241,622 | 11,131 | 4.41% | 3.5% | 92 | +47,488 | 24.46% | Q1 2026 | May 14, 2026 |
| Waterloo Capital, L.P. | History | Added to | 239,785 | 11,046 | 0.78% | 0.62% | 93 | +54,618 | 29.5% | Q1 2026 | May 12, 2026 |
| Richard W. Paul & Associates, LLC | History | Added to | 234,753 | 10,815 | 3.64% | 3.46% | 94 | +9,400 | 4.17% | Q1 2026 | May 13, 2026 |
| PLANNING DIRECTIONS INC | History | New | 229,934 | 10,593 | 5.36% | — | 95 | +229,934 | New | Q1 2026 | Apr 15, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Added to | 220,793 | 10,171 | 6.53% | 5.08% | 96 | +56,140 | 34.1% | Q1 2026 | Apr 10, 2026 |
| Andrews Advisory Associates, LLC | History | Added to | 219,949 | 10,133 | 5.34% | 4.39% | 97 | +41,375 | 23.17% | Q1 2026 | May 14, 2026 |
| Financial Futures Ltd Liability Co. | History | Added to | 211,128 | 9,726 | 4.27% | 4.14% | 98 | +18,052 | 9.35% | Q1 2026 | Apr 22, 2026 |
| PENNEY FINANCIAL, LLC | History | Added to | 208,599 | 9,610 | 3.69% | 3.6% | 99 | +7,283 | 3.62% | Q1 2026 | Apr 22, 2026 |
| Royal Harbor Partners, LLC | History | Added to | 205,000 | 9,444 | 3.2% | 2.96% | 100 | +11,862 | 6.14% | Q1 2026 | Apr 24, 2026 |
| S Harris Financial Group, LLC | History | Added to | 202,352 | 9,322 | 8.5% | 8.53% | 101 | +10,016 | 5.21% | Q1 2026 | Apr 21, 2026 |
| BankPlus Wealth Management LLC | History | Added to | 201,042 | 9,262 | 4.79% | 4.56% | 102 | +22,396 | 12.54% | Q1 2026 | Apr 21, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 197,058 | 9,078 | 0.14% | — | 103 | +197,058 | New | Q1 2026 | May 15, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 195,143 | 8,990 | 0.22% | 0.23% | 104 | +2,824 | 1.47% | Q1 2026 | Apr 15, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 189,908 | 8,752 | 0.49% | 0.47% | 105 | +16,893 | 9.76% | Q1 2026 | Apr 17, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 188,897 | 8,702 | 0.65% | 0.02% | 106 | +184,026 | 3777.99% | Q1 2026 | May 04, 2026 |
| SkyOak Wealth, LLC | History | Added to | 188,237 | 8,672 | 1.59% | 1.41% | 107 | +18,727 | 11.05% | Q1 2026 | Apr 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 187,823 | 8,622 | 0.02% | 0.02% | 108 | -99,369 | -34.6% | Q1 2026 | Apr 08, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 186,336 | 8,584 | 0.28% | 0.14% | 109 | +16,250 | 9.55% | Q1 2026 | Apr 29, 2026 |
| MATHER GROUP, LLC. | History | Added to | 183,784 | 8,466 | 0.08% | 0.09% | 110 | +3,832 | 2.13% | Q1 2026 | Apr 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 181,869 | 8,378 | 0.17% | 0.08% | 111 | +99,475 | 120.73% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Reduced | 180,157 | 8,299 | 0.01% | 0.01% | 112 | -16,818 | -8.54% | Q1 2026 | May 14, 2026 |
| McCarthy Asset Management, Inc. | History | No change | 178,275 | 8,252 | 4.31% | 4.31% | 113 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 175,661 | 8,092 | 0.0% | 0.01% | 114 | +3,452 | 2.0% | Q1 2026 | May 07, 2026 |
| DAVENPORT & Co LLC | History | Added to | 174,675 | 8,047 | 0.04% | 0.03% | 115 | +51,355 | 41.64% | Q1 2026 | Apr 15, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | New | 173,934 | 8,013 | 1.99% | — | 116 | +173,934 | New | Q1 2026 | Apr 29, 2026 |
| Seascape Capital Management | History | Added to | 173,021 | 7,971 | 2.3% | 2.25% | 117 | +1,928 | 1.13% | Q1 2026 | Apr 28, 2026 |
| Mutual Advisors, LLC | History | Added to | 170,941 | 7,875 | 0.17% | 0.17% | 118 | +2,786 | 1.66% | Q1 2026 | May 01, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 169,736 | 7,819 | 0.02% | 0.02% | 119 | -14,732 | -7.99% | Q1 2026 | May 04, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 168,663 | 7,770 | 0.87% | 0.82% | 120 | -2,800 | -1.63% | Q1 2026 | Apr 15, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 165,677 | 7,632 | 0.24% | 0.3% | 121 | -34,406 | -17.2% | Q1 2026 | May 11, 2026 |
| VanWeelden Wealth Management, LLC | History | New | 153,545 | 7,073 | 5.64% | — | 122 | +153,545 | New | Q1 2026 | May 12, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 151,356 | 6,972 | 2.22% | 2.16% | 123 | +2,342 | 1.57% | Q1 2026 | Apr 23, 2026 |
| Blue Chip Partners, LLC | History | Added to | 147,558 | 6,797 | 0.49% | 0.49% | 124 | +494 | 0.34% | Q1 2026 | May 15, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | Added to | 145,400 | 6,698 | 0.97% | 0.9% | 125 | +4,601 | 3.27% | Q1 2026 | May 15, 2026 |
| Lionsbridge Wealth Management LLC | History | Added to | 143,245 | 6,599 | 6.63% | 6.58% | 126 | +2,677 | 1.9% | Q1 2026 | May 15, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 140,990 | 6,495 | 0.37% | 0.38% | 127 | +71,586 | 103.14% | Q1 2026 | Apr 22, 2026 |
| Asset Advisory Group, Inc. | History | Added to | 139,081 | 6,407 | 3.22% | 2.82% | 128 | +16,947 | 13.88% | Q1 2026 | Apr 16, 2026 |
| Mariner, LLC | History | Added to | 136,128 | 6,271 | 0.01% | 0.0% | 129 | +56,556 | 71.08% | Q1 2026 | May 13, 2026 |
| EPG Wealth Management LLC | History | Added to | 133,658 | 6,157 | 1.67% | 1.58% | 130 | +7,072 | 5.59% | Q1 2026 | May 07, 2026 |
| Fiduciary Alliance LLC | History | Added to | 131,213 | 6,062 | 0.37% | 0.31% | 131 | +30,165 | 29.85% | Q1 2026 | Apr 20, 2026 |
| Jeter Robert S II | History | New | 129,502 | 5,966 | 5.94% | — | 132 | +129,502 | New | Q1 2026 | May 11, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 128,688 | 5,928 | 2.75% | 2.45% | 133 | +6,973 | 5.73% | Q1 2026 | May 04, 2026 |
| Sovran Advisors, LLC | History | Added to | 126,088 | 5,817 | 0.46% | 0.47% | 134 | +6,649 | 5.57% | Q1 2026 | May 01, 2026 |
| LifeGoal Investments, LLC | History | Reduced | 126,673 | 5,815 | 3.33% | 4.2% | 135 | -9,029 | -6.65% | Q1 2026 | Apr 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 126,169 | 5,812 | 0.28% | 0.26% | 136 | +9,360 | 8.01% | Q1 2026 | Apr 28, 2026 |
| Focus Financial Network, Inc. | History | Added to | 123,906 | 5,708 | 0.2% | 0.19% | 137 | +9,170 | 7.99% | Q1 2026 | Apr 14, 2026 |
| US BANCORP \DE\ | History | Added to | 120,163 | 5,535 | 0.01% | 0.0% | 138 | +70,935 | 144.09% | Q1 2026 | May 14, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Added to | 119,351 | 5,498 | 1.38% | 1.39% | 139 | +1,784 | 1.52% | Q1 2026 | Apr 09, 2026 |
| Red Mountain Financial, LLC | History | Added to | 117,666 | 5,420 | 5.11% | 5.21% | 140 | +2,934 | 2.56% | Q1 2026 | Apr 28, 2026 |
| Creative Planning | History | Reduced | 115,651 | 5,328 | 0.0% | 0.0% | 141 | -2,583 | -2.18% | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 115,542 | 5,323 | 0.08% | 0.09% | 142 | +20,517 | 21.59% | Q1 2026 | May 15, 2026 |
| Ethos Financial Group, LLC | History | Added to | 114,717 | 5,285 | 0.39% | 0.3% | 143 | +27,879 | 32.1% | Q1 2026 | May 05, 2026 |
| Continuum Advisory, LLC | History | Added to | 113,246 | 5,217 | 0.5% | 0.5% | 144 | +4,720 | 4.35% | Q1 2026 | Apr 22, 2026 |
| Nordwand Advisors, LLC | History | Reduced | 109,943 | 5,065 | 0.89% | 1.06% | 145 | -21,500 | -16.36% | Q1 2026 | May 07, 2026 |
| Colter Lewis Investment Partners LLC | History | Added to | 103,637 | 4,774 | 4.49% | 4.48% | 146 | +20,416 | 24.53% | Q1 2026 | May 15, 2026 |
| MorganRosel Wealth Management, LLC | History | Reduced | 103,575 | 4,771 | 1.88% | 1.85% | 147 | -56,220 | -35.18% | Q1 2026 | May 06, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | Added to | 103,523 | 4,758 | 3.79% | 4.0% | 148 | +933 | 0.91% | Q1 2026 | May 14, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 102,735 | 4,732 | 1.0% | 1.0% | 149 | +66 | 0.06% | Q1 2026 | May 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 101,877 | 4,693 | 0.0% | — | 150 | +101,877 | New | Q1 2026 | May 13, 2026 |
| HTG Investment Advisors, Inc. | History | Added to | 100,488 | 4,629 | 1.32% | 1.09% | 151 | +23,858 | 31.13% | Q1 2026 | Apr 27, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 100,391 | 4,625 | 0.47% | 0.47% | 152 | +65 | 0.06% | Q1 2026 | May 08, 2026 |
| Marmo Financial Group, LLC | History | Reduced | 100,326 | 4,622 | 2.29% | 2.23% | 153 | -1,313 | -1.29% | Q1 2026 | Apr 23, 2026 |
| Summit Financial, LLC | History | Added to | 97,540 | 4,493 | 0.06% | 0.06% | 154 | +15,869 | 19.43% | Q1 2026 | May 15, 2026 |
| Keystone Financial Services, LLC | History | Added to | 96,394 | 4,440 | 2.99% | 2.94% | 155 | +3,220 | 3.46% | Q1 2026 | Apr 21, 2026 |
| Advisory Services Network, LLC | History | Added to | 96,049 | 4,424 | 0.06% | 0.06% | 156 | +2,109 | 2.25% | Q1 2026 | May 15, 2026 |
| Beacon Bank & Trust | History | Added to | 94,974 | 4,375 | 0.9% | 0.69% | 157 | +21,945 | 30.05% | Q1 2026 | Apr 28, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 94,328 | 4,345 | 0.04% | 0.03% | 158 | +32,546 | 52.68% | Q1 2026 | May 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 91,129 | 4,198 | 0.04% | 0.04% | 159 | -16,319 | -15.19% | Q1 2026 | May 13, 2026 |
| Montecito Bank & Trust | History | Added to | 91,043 | 4,194 | 0.69% | 0.52% | 160 | +20,570 | 29.19% | Q1 2026 | Apr 16, 2026 |
| RFG Advisory, LLC | History | Added to | 87,710 | 4,040 | 0.07% | 0.07% | 161 | +6,966 | 8.63% | Q1 2026 | Apr 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 87,521 | 4,032 | 0.0% | 0.0% | 162 | +56,961 | 186.39% | Q1 2026 | May 15, 2026 |
| Miller Global Investments, LLC | History | Added to | 86,812 | 3,999 | 3.67% | 3.6% | 163 | +792 | 0.92% | Q1 2026 | Apr 06, 2026 |
| Invst, LLC | History | Added to | 86,230 | 3,972 | 0.45% | 0.42% | 164 | +3,362 | 4.06% | Q1 2026 | May 13, 2026 |
| TBH Global Asset Management, LLC | History | New | 85,998 | 3,961 | 0.8% | — | 165 | +85,998 | New | Q1 2026 | Apr 22, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 84,812 | 3,907 | 0.04% | — | 167 | +84,812 | New | Q1 2026 | May 13, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 84,812 | 3,907 | 2.02% | 1.82% | 166 | +8,185 | 10.68% | Q1 2026 | Apr 10, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 84,714 | 3,902 | 0.01% | 0.01% | 168 | -1,320 | -1.53% | Q1 2026 | May 14, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 83,978 | 3,868 | 0.1% | 0.16% | 169 | -24,039 | -22.25% | Q1 2026 | May 11, 2026 |
| Peck Wealth Management, LLC | History | Added to | 83,383 | 3,841 | 3.85% | 3.43% | 170 | +4,950 | 6.31% | Q1 2026 | May 13, 2026 |
| Vigilare Wealth Management | History | Reduced | 82,646 | 3,807 | 1.29% | 6.97% | 171 | -365,325 | -81.55% | Q1 2026 | Apr 01, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 82,549 | 3,803 | 0.16% | 0.15% | 172 | +2,629 | 3.29% | Q1 2026 | Apr 13, 2026 |
| Addison Capital Co | History | Added to | 80,582 | 3,712 | 0.66% | 0.74% | 173 | +16,993 | 26.72% | Q1 2026 | Apr 29, 2026 |
| Paladin Advisory Group, LLC | History | Reduced | 80,403 | 3,704 | 2.82% | 3.15% | 174 | -12,684 | -13.63% | Q1 2026 | Apr 30, 2026 |
| Citizens National Bank Trust Department | History | Added to | 79,625 | 3,668 | 0.61% | 0.45% | 175 | +23,010 | 40.64% | Q1 2026 | May 04, 2026 |
| BNB Wealth Management, LLC | History | Added to | 78,643 | 3,623 | 2.33% | 2.25% | 176 | +3,352 | 4.45% | Q1 2026 | May 13, 2026 |
| Financial Partners Group, Inc | History | Added to | 78,429 | 3,613 | 0.43% | 0.41% | 177 | +2,114 | 2.77% | Q1 2026 | Apr 10, 2026 |
| Centurion Wealth Management LLC | History | Added to | 78,310 | 3,607 | 0.81% | 0.62% | 178 | +17,641 | 29.08% | Q1 2026 | Apr 10, 2026 |
| Syverson Strege & Co | History | Reduced | 77,003 | 3,547 | 0.85% | 0.98% | 179 | -12,695 | -14.15% | Q1 2026 | May 04, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 76,373 | 3,518 | 0.05% | 0.08% | 180 | -41,240 | -35.06% | Q1 2026 | May 12, 2026 |
| First Citizens Financial Corp | History | Added to | 74,537 | 3,433 | 1.62% | 1.36% | 181 | +15,219 | 25.66% | Q1 2026 | Apr 07, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 73,994 | 3,408 | 0.22% | 0.21% | 182 | +3,762 | 5.36% | Q1 2026 | Apr 15, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 73,791 | 3,399 | 0.22% | 0.19% | 183 | +9,306 | 14.43% | Q1 2026 | May 14, 2026 |
| Future Financial Wealth Managment LLC | History | Reduced | 73,487 | 3,395 | 2.19% | 2.37% | 184 | -2,586 | -3.4% | Q1 2026 | Apr 16, 2026 |
| FOREFRONT WEALTH MANAGEMENT INC. | History | No change | 73,147 | 3,385 | 2.43% | 2.43% | 185 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | Added to | 69,548 | 3,204 | 0.33% | 0.28% | 186 | +21,600 | 45.05% | Q1 2026 | May 14, 2026 |
| Strategies Wealth Advisors, LLC | History | Added to | 68,553 | 3,158 | 0.32% | 0.32% | 187 | +7 | 0.01% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 68,475 | 3,154 | 0.05% | 0.01% | 188 | +59,300 | 646.32% | Q1 2026 | Apr 14, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 68,218 | 3,142 | 0.25% | 0.33% | 189 | -6,837 | -9.11% | Q1 2026 | Apr 16, 2026 |
| Narus Financial Partners, LLC | History | Added to | 67,573 | 3,113 | 0.82% | 0.7% | 190 | +12,446 | 22.58% | Q1 2026 | Apr 21, 2026 |
| Emissary Wealth LLC | History | Added to | 64,341 | 2,964 | 2.78% | 2.24% | 191 | +6,763 | 11.75% | Q1 2026 | May 08, 2026 |
| Everest Financial Group LLC | History | Added to | 61,307 | 2,824 | 0.46% | 0.41% | 192 | +21,522 | 54.1% | Q1 2026 | May 15, 2026 |
| Beckerman Institutional, LLC | History | Added to | 60,635 | 2,793 | 1.48% | 1.56% | 193 | +511 | 0.85% | Q1 2026 | May 04, 2026 |
| &PARTNERS | History | Added to | 60,157 | 2,771 | 0.01% | 0.01% | 194 | +14,864 | 32.82% | Q1 2026 | May 15, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 59,131 | 2,724 | 0.46% | 0.47% | 195 | +2,127 | 3.73% | Q1 2026 | Apr 30, 2026 |
| PFG Advisors | History | Added to | 58,798 | 2,708 | 0.13% | 0.11% | 196 | +10,053 | 20.62% | Q1 2026 | May 05, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 57,615 | 2,654 | 0.68% | 0.54% | 197 | +14,018 | 32.15% | Q1 2026 | Apr 29, 2026 |
| Janney Capital Management LLC | History | No change | 56,562 | 2,618 | 0.16% | 0.16% | 198 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 56,429 | 2,590 | 0.56% | 0.5% | 199 | +6,390 | 12.77% | Q1 2026 | Apr 08, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 55,227 | 2,544 | 0.29% | 0.24% | 200 | +8,345 | 17.8% | Q1 2026 | Apr 16, 2026 |
| Altus Wealth Management, LLC | History | Added to | 54,559 | 2,513 | 1.12% | 1.04% | 201 | +2,465 | 4.73% | Q1 2026 | Apr 21, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 54,248 | 2,499 | 0.47% | 0.42% | 202 | +5,856 | 12.1% | Q1 2026 | Apr 28, 2026 |
| Opal Wealth Advisors, LLC | History | Added to | 53,804 | 2,478 | 0.56% | 0.62% | 203 | +2,689 | 5.26% | Q1 2026 | Apr 14, 2026 |
| Regal Investment Advisors LLC | History | Added to | 53,252 | 2,453 | 0.14% | 0.13% | 204 | +5,491 | 11.5% | Q1 2026 | May 14, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 48,742 | 2,245 | 0.47% | 0.54% | 205 | -10,361 | -17.53% | Q1 2026 | Apr 13, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 48,432 | 2,231 | 0.86% | 0.88% | 206 | -1,031 | -2.08% | Q1 2026 | May 05, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 48,410 | 2,230 | 0.73% | 0.42% | 207 | +21,285 | 78.47% | Q1 2026 | Apr 24, 2026 |
| Benchmark Financial, LLC | History | Added to | 48,325 | 2,226 | 2.0% | 1.98% | 208 | +5,315 | 12.36% | Q1 2026 | Apr 21, 2026 |
| Madrid Wealth Management, LLC | History | Added to | 48,053 | 2,213 | 1.67% | 1.24% | 209 | +14,907 | 44.97% | Q1 2026 | Apr 21, 2026 |
| World Investment Advisors | History | Added to | 46,128 | 2,125 | 0.03% | 0.03% | 210 | +2,351 | 5.37% | Q1 2026 | Apr 27, 2026 |
| PFG Investments, LLC | History | Reduced | 45,598 | 2,100 | 0.1% | 0.13% | 211 | -15,832 | -25.77% | Q1 2026 | Apr 27, 2026 |
| Western Wealth Management, LLC | History | New | 45,572 | 2,099 | 0.08% | — | 212 | +45,572 | New | Q1 2026 | Jun 18, 2026 |
| MN Wealth Advisors, LLC | History | Reduced | 45,479 | 2,095 | 1.02% | 1.34% | 213 | -11,835 | -20.65% | Q1 2026 | Apr 22, 2026 |
| Nolet Wealth Management, LLC | History | Added to | 45,384 | 2,090 | 1.19% | 1.06% | 214 | +4,145 | 10.05% | Q1 2026 | May 05, 2026 |
| Cooper Financial Group | History | Reduced | 44,946 | 2,070 | 0.21% | 0.22% | 215 | -77 | -0.17% | Q1 2026 | Apr 07, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 44,034 | 2,028 | 0.25% | 0.25% | 216 | -1,569 | -3.44% | Q1 2026 | May 05, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 43,523 | 2,005 | 0.11% | 0.08% | 217 | +14,800 | 51.53% | Q1 2026 | Apr 29, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 43,422 | 2,000 | 0.06% | 0.06% | 218 | +2,716 | 6.67% | Q1 2026 | Apr 08, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 43,360 | 1,997 | 0.01% | 0.01% | 219 | +2,438 | 5.96% | Q1 2026 | May 05, 2026 |
| URS Advisory LLC | History | Added to | 43,282 | 1,993 | 1.46% | 0.17% | 220 | +38,902 | 888.17% | Q1 2026 | Apr 23, 2026 |
| PDS Planning, Inc | History | Added to | 42,600 | 1,962 | 0.13% | 0.13% | 221 | +42 | 0.1% | Q1 2026 | Apr 21, 2026 |
| InTrack Investment Management Inc | History | Added to | 42,563 | 1,960 | 1.12% | 0.96% | 222 | +5,542 | 14.97% | Q1 2026 | Apr 06, 2026 |
| Composition Wealth, LLC | History | Reduced | 41,923 | 1,931 | 0.03% | 0.03% | 223 | -2,302 | -5.21% | Q1 2026 | Apr 08, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 41,798 | 1,925 | 0.02% | 0.02% | 224 | -177 | -0.42% | Q1 2026 | May 06, 2026 |
| BankPlus Trust Department | History | Added to | 41,692 | 1,920 | 0.51% | 0.46% | 225 | +3,693 | 9.72% | Q1 2026 | May 11, 2026 |
| Alteri Wealth LLC | History | Added to | 40,545 | 1,867 | 0.6% | 0.17% | 226 | +29,395 | 263.63% | Q1 2026 | May 06, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 40,137 | 1,849 | 0.57% | 0.41% | 227 | -1,137 | -2.75% | Q1 2026 | May 12, 2026 |
| COMERICA BANK | History | No change | 38,811 | 1,796 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 38,919 | 1,793 | 0.06% | 0.01% | 229 | -32,821 | -45.75% | Q1 2026 | Apr 23, 2026 |
| Eaton Financial Holdings Company, LLC | History | Added to | 37,970 | 1,749 | 0.57% | 0.4% | 230 | +5,572 | 17.2% | Q1 2026 | Apr 15, 2026 |
| 5T Wealth, LLC | History | Reduced | 37,416 | 1,723 | 0.68% | 0.76% | 231 | -3,822 | -9.27% | Q1 2026 | Apr 13, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 36,529 | 1,682 | 1.54% | 1.43% | 232 | +3,604 | 10.95% | Q1 2026 | May 08, 2026 |
| S&A Financial Services, Inc. | History | New | 35,680 | 1,643 | 1.13% | — | 233 | +35,680 | New | Q1 2026 | Jun 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 35,444 | 1,632 | 0.0% | 0.0% | 234 | +3,227 | 10.02% | Q1 2026 | May 15, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 35,314 | 1,631 | 0.12% | 0.09% | 235 | +8,295 | 30.7% | Q1 2026 | Apr 08, 2026 |
| MTM FINANCIAL GROUP, LLC | History | Added to | 35,242 | 1,623 | 0.76% | 0.64% | 236 | +6,102 | 20.94% | Q1 2026 | Jun 23, 2026 |
| Element Wealth, LLC | History | Added to | 34,172 | 1,574 | 0.65% | 0.64% | 237 | +538 | 1.6% | Q1 2026 | May 04, 2026 |
| FIFTH THIRD BANCORP | History | New | 34,077 | 1,569 | 0.0% | — | 238 | +34,077 | New | Q1 2026 | May 01, 2026 |
| Herold Advisors, Inc. | History | Reduced | 33,659 | 1,550 | 0.34% | 0.36% | 239 | -894 | -2.59% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 32,204 | 1,483 | 0.02% | 0.01% | 240 | +11,160 | 53.03% | Q1 2026 | Apr 20, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 31,880 | 1,469 | 0.05% | 0.04% | 241 | +4,923 | 18.26% | Q1 2026 | May 15, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 31,279 | 1,441 | 0.32% | 0.27% | 242 | +6,183 | 24.64% | Q1 2026 | Apr 22, 2026 |
| Selby Wealth Management, LLC | History | Added to | 30,803 | 1,419 | 0.56% | 0.36% | 243 | +11,641 | 60.75% | Q1 2026 | Apr 08, 2026 |
| Triumph Capital Management | History | Added to | 30,724 | 1,415 | 0.29% | 0.25% | 244 | +5,218 | 20.46% | Q1 2026 | May 13, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 30,668 | 1,412 | 0.17% | 0.14% | 245 | +6,113 | 24.9% | Q1 2026 | Apr 22, 2026 |
| WBH ADVISORY INC | History | Reduced | 30,597 | 1,404 | 0.11% | 0.11% | 246 | -2,953 | -8.8% | Q1 2026 | Apr 27, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 30,105 | 1,386 | 0.04% | 0.04% | 247 | +1,913 | 6.79% | Q1 2026 | May 04, 2026 |
| TOWLE & CO | History | New | 29,896 | 1,377 | 0.53% | — | 248 | +29,896 | New | Q1 2026 | May 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 29,803 | 1,373 | 0.01% | 0.03% | 249 | -161,945 | -84.46% | Q1 2026 | Apr 29, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 29,391 | 1,354 | 0.02% | 0.02% | 250 | +61 | 0.21% | Q1 2026 | Apr 23, 2026 |
| Capital Analysts, LLC | History | Added to | 27,708 | 1,276 | 0.03% | 0.02% | 251 | +14,931 | 116.86% | Q1 2026 | May 14, 2026 |
| William Mack & Associates, Inc. | History | Added to | 27,594 | 1,271 | 0.73% | 0.59% | 252 | +651 | 2.42% | Q1 2026 | Apr 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 27,036 | 1,240 | 0.09% | 0.06% | 253 | +7,741 | 40.12% | Q1 2026 | May 01, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 25,965 | 1,196 | 0.07% | 0.06% | 254 | +2,321 | 9.82% | Q1 2026 | May 11, 2026 |
| Heirloom Wealth Management | History | New | 25,352 | 1,167 | 0.21% | — | 255 | +25,352 | New | Q1 2026 | Apr 14, 2026 |
| Belpointe Asset Management LLC | History | Added to | 25,282 | 1,164 | 0.04% | 0.02% | 256 | +16,271 | 180.57% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 25,282 | 1,164 | 0.15% | 0.06% | 257 | +16,271 | 180.57% | Q1 2026 | Apr 28, 2026 |
| NCM Capital Management, LLC | History | Added to | 24,850 | 1,144 | 0.41% | 0.26% | 258 | +9,850 | 65.67% | Q1 2026 | May 15, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 24,745 | 1,140 | 0.25% | 0.24% | 259 | +2,620 | 11.84% | Q1 2026 | May 05, 2026 |
| Sigma Planning Corp | History | Reduced | 24,491 | 1,128 | 0.03% | 0.03% | 260 | -371 | -1.49% | Q1 2026 | May 04, 2026 |
| BOKF, NA | History | Added to | 23,856 | 1,099 | 0.02% | 0.01% | 261 | +13,728 | 135.55% | Q1 2026 | May 08, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 23,595 | 1,087 | 0.03% | 0.03% | 262 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 23,171 | 1,067 | 0.01% | 0.01% | 263 | +1,392 | 6.39% | Q1 2026 | May 08, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 22,906 | 1,055 | 0.0% | 0.0% | 264 | +5,231 | 29.6% | Q1 2026 | May 13, 2026 |
| TopTier Wealth Management, LLC | History | Added to | 21,869 | 1,007 | 0.62% | 0.67% | 265 | +393 | 1.83% | Q1 2026 | May 05, 2026 |
| Waterfront Wealth Inc. | History | Added to | 21,830 | 1,005 | 0.18% | 0.17% | 266 | +2,428 | 12.51% | Q1 2026 | Apr 30, 2026 |
| Rockingstone Advisors LLC | History | Reduced | 21,705 | 999 | 0.46% | 0.46% | 267 | -350 | -1.59% | Q1 2026 | Apr 09, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 21,355 | 983 | 0.05% | 0.03% | 268 | +6,586 | 44.59% | Q1 2026 | Jun 08, 2026 |
| Parallel Advisors, LLC | History | Reduced | 20,488 | 943 | 0.02% | 0.02% | 269 | -2,411 | -10.53% | Q1 2026 | Jun 02, 2026 |
| Cobblestone Asset Management LLC | History | Added to | 19,311 | 889 | 0.4% | 0.36% | 270 | +2,189 | 12.78% | Q1 2026 | Apr 28, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 18,958 | 870 | 0.03% | 0.01% | 271 | +12,411 | 189.57% | Q1 2026 | May 15, 2026 |
| Investment Planning Advisors, Inc. | History | Reduced | 18,372 | 846 | 0.23% | 0.27% | 272 | -1,642 | -8.2% | Q1 2026 | Apr 23, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 18,291 | 842 | 0.05% | 0.05% | 273 | +26 | 0.14% | Q1 2026 | May 12, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 18,196 | 838 | 0.09% | 0.12% | 274 | -638 | -3.39% | Q1 2026 | Apr 23, 2026 |
| J. R. Prunier Capital Management LLC | History | Added to | 17,364 | 799 | 0.34% | 0.3% | 275 | +1,634 | 10.39% | Q1 2026 | Jun 15, 2026 |
| Convergence Financial, LLC | History | Added to | 16,937 | 778 | 0.08% | 0.1% | 276 | +1,594 | 10.39% | Q1 2026 | May 11, 2026 |
| LaFleur & Godfrey LLC | History | Added to | 16,785 | 773 | 0.1% | 0.09% | 277 | +1,013 | 6.42% | Q1 2026 | May 04, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 16,779 | 773 | 0.05% | 0.05% | 278 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Meeder Advisory Services, Inc. | History | Reduced | 16,775 | 772 | 0.03% | 0.05% | 279 | -8,988 | -34.89% | Q1 2026 | May 07, 2026 |
| REICON WEALTH ADVISORS, LLC | History | Reduced | 16,697 | 769 | 0.58% | 0.79% | 280 | -6,791 | -28.91% | Q1 2026 | May 08, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 16,639 | 766 | 0.74% | 0.76% | 281 | +86 | 0.52% | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | Reduced | 16,616 | 765 | 0.0% | 0.01% | 282 | -30,771 | -64.94% | Q1 2026 | May 14, 2026 |
| Beta Wealth Group, Inc. | History | Added to | 16,499 | 760 | 0.31% | 0.29% | 283 | +707 | 4.48% | Q1 2026 | May 07, 2026 |
| Menard Financial Group LLC | History | Added to | 16,503 | 760 | 0.53% | 0.52% | 284 | +252 | 1.55% | Q1 2026 | May 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 16,441 | 757 | 0.01% | 0.01% | 285 | +6,705 | 68.87% | Q1 2026 | May 13, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 16,362 | 753 | 0.4% | 0.4% | 286 | +572 | 3.62% | Q1 2026 | Apr 24, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 16,197 | 746 | 0.02% | 0.02% | 287 | -5,349 | -24.83% | Q1 2026 | May 15, 2026 |
| Opes Wealth Management LLC | History | Added to | 15,744 | 725 | 0.12% | 0.11% | 288 | +840 | 5.64% | Q1 2026 | Apr 28, 2026 |
| OneAscent Wealth Management LLC | History | Added to | 15,698 | 723 | 0.24% | 0.09% | 289 | +9,622 | 158.36% | Q1 2026 | Apr 21, 2026 |
| M.E. ALLISON & CO., INC. | History | Added to | 15,649 | 720 | 0.48% | 0.41% | 290 | +2,580 | 19.74% | Q1 2026 | Apr 08, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | Added to | 15,478 | 713 | 0.71% | 0.58% | 291 | +3,090 | 24.94% | Q1 2026 | Apr 16, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 15,417 | 710 | 0.02% | 0.02% | 292 | -5,021 | -24.57% | Q1 2026 | Apr 13, 2026 |
| PALLADIEM, LLC | History | No change | 15,290 | 704 | 0.67% | 0.67% | 293 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| NorthRock Partners, LLC | History | Added to | 15,180 | 699 | 0.01% | 0.01% | 294 | +326 | 2.19% | Q1 2026 | May 15, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 15,148 | 697 | 0.25% | 0.35% | 295 | +148 | 0.99% | Q1 2026 | May 12, 2026 |
| Daviman Financial, LLC | History | New | 14,801 | 681 | 0.4% | — | 296 | +14,801 | New | Q1 2026 | Apr 23, 2026 |
| Capital Planning Advisors, LLC | History | No change | 14,723 | 678 | 0.1% | 0.09% | 297 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Hudson Value Partners, LLC | History | Added to | 14,635 | 674 | 0.2% | 0.11% | 298 | +6,707 | 84.6% | Q1 2026 | Apr 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 14,432 | 664 | 0.01% | 0.02% | 299 | -173 | -1.18% | Q1 2026 | Apr 13, 2026 |
| Betterment LLC | History | Added to | 14,077 | 649 | 0.0% | 0.0% | 300 | +1,988 | 16.44% | Q1 2026 | May 14, 2026 |
| Stone House Investment Management, LLC | History | Added to | 13,960 | 643 | 0.12% | 0.05% | 301 | +7,035 | 101.59% | Q1 2026 | Apr 22, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Added to | 13,882 | 639 | 0.31% | 0.3% | 303 | +76 | 0.55% | Q1 2026 | Apr 15, 2026 |
| Spahn Wealth & Retirement LLC | History | No change | 11,275 | 639 | 0.81% | 0.4% | 302 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Emerald Advisors, LLC | History | Added to | 13,759 | 633 | 0.08% | 0.04% | 304 | +6,882 | 100.07% | Q1 2026 | Apr 23, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 13,677 | 628 | 0.03% | 0.11% | 305 | -37,801 | -73.43% | Q1 2026 | May 12, 2026 |
| Aspen Wealth Management LLC | History | Added to | 13,126 | 604 | 0.12% | 0.12% | 306 | +361 | 2.83% | Q1 2026 | Apr 01, 2026 |
| Leo H. Evart, Inc. | History | New | 13,094 | 603 | 0.52% | — | 307 | +13,094 | New | Q1 2026 | May 13, 2026 |
| Advisor OS, LLC | History | Reduced | 12,497 | 575 | 0.04% | 0.06% | 308 | -2,624 | -17.35% | Q1 2026 | May 07, 2026 |
| Nautilus Advisors LLC | History | Reduced | 12,499 | 575 | 0.39% | 0.43% | 309 | -1,749 | -12.28% | Q1 2026 | Apr 17, 2026 |
| BXM Wealth LLC | History | Added to | 12,456 | 573 | 0.44% | 0.44% | 310 | +87 | 0.7% | Q1 2026 | Apr 23, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 12,219 | 562 | 0.03% | 0.03% | 311 | +1,671 | 15.84% | Q1 2026 | Apr 30, 2026 |
| StoneX Group Inc. | History | New | 12,146 | 559 | 0.03% | — | 312 | +12,146 | New | Q1 2026 | May 14, 2026 |
| GC Wealth Management RIA, LLC | History | New | 11,937 | 549 | 0.02% | — | 314 | +11,937 | New | Q1 2026 | May 14, 2026 |
| Delta Investment Management, LLC | History | Reduced | 11,920 | 549 | 0.1% | 0.12% | 313 | -2,789 | -18.96% | Q1 2026 | May 12, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 11,863 | 546 | 0.06% | 0.06% | 315 | +160 | 1.37% | Q1 2026 | May 05, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 11,798 | 543 | 0.01% | 0.01% | 316 | +4,894 | 70.89% | Q1 2026 | May 15, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 11,344 | 522 | 0.06% | 0.07% | 317 | -1,268 | -10.05% | Q1 2026 | May 04, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 11,261 | 518 | 0.04% | 0.04% | 318 | +486 | 4.51% | Q1 2026 | May 14, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | New | 11,095 | 511 | 0.03% | — | 319 | +11,095 | New | Q1 2026 | Apr 09, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 11,079 | 510 | 0.0% | 0.0% | 320 | +1,009 | 10.02% | Q1 2026 | May 13, 2026 |
| Wedmont Private Capital | History | New | 11,013 | 507 | 0.02% | — | 321 | +11,013 | New | Q1 2026 | Apr 09, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 10,800 | 497 | 0.03% | 0.03% | 322 | -1,000 | -8.47% | Q1 2026 | May 13, 2026 |
| National Philanthropic Trust | History | New | 10,785 | 496 | 0.01% | — | 324 | +10,785 | New | Q1 2026 | May 15, 2026 |
| Activest Wealth Management | History | No change | 10,771 | 496 | 0.09% | 0.09% | 323 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| WJ Wealth Management, LLC | History | New | 10,650 | 490 | 0.23% | — | 325 | +10,650 | New | Q1 2026 | Apr 28, 2026 |
| Cloud Capital Management, LLC | History | New | 10,365 | 477 | 0.21% | — | 327 | +10,365 | New | Q1 2026 | May 12, 2026 |
| Balboa Wealth Partners | History | Added to | 10,366 | 477 | 0.08% | 0.04% | 326 | +4,556 | 78.42% | Q1 2026 | Apr 16, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 10,313 | 475 | 0.05% | 0.04% | 328 | +840 | 8.87% | Q1 2026 | Apr 15, 2026 |
| Mascagni Wealth Management, Inc. | History | Reduced | 10,262 | 472 | 0.34% | 0.36% | 329 | -181 | -1.73% | Q1 2026 | May 19, 2026 |
| NOVEM GROUP | History | Added to | 9,923 | 457 | 0.05% | 0.05% | 330 | +1,216 | 13.97% | Q1 2026 | Apr 10, 2026 |
| Mendel Capital Management LLC | History | New | 9,784 | 450 | 0.23% | — | 331 | +9,784 | New | Q1 2026 | Apr 21, 2026 |
| Next Level Wealth Planning, LLC | History | Added to | 9,698 | 446 | 0.23% | 0.19% | 332 | +2,131 | 28.16% | Q1 2026 | Apr 21, 2026 |
| IPG Investment Advisors LLC | History | No change | 9,500 | 437 | 0.08% | 0.08% | 333 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Mayfair Advisory Group, LLC | History | Reduced | 9,446 | 435 | 0.15% | 0.18% | 334 | -560 | -5.6% | Q1 2026 | Apr 21, 2026 |
| Oak Barrel Wealth Advisory LLC | History | No change | 9,371 | 433 | 0.26% | 0.26% | 335 | 0 | 0.0% | Q4 2025 | May 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 9,270 | 427 | 0.01% | 0.01% | 336 | +3,972 | 74.97% | Q1 2026 | May 15, 2026 |
| PKS Advisory Services, LLC | History | Added to | 9,165 | 422 | 0.1% | 0.09% | 337 | +335 | 3.79% | Q1 2026 | May 13, 2026 |
| Wayfinding Financial, LLC | History | Reduced | 8,946 | 412 | 0.18% | 0.23% | 338 | -2,522 | -21.99% | Q1 2026 | May 12, 2026 |
| Southeast Asset Advisors, LLC | History | Added to | 8,793 | 405 | 0.04% | 0.04% | 339 | +117 | 1.35% | Q1 2026 | May 13, 2026 |
| Harvest Investment Services, LLC | History | Added to | 8,646 | 398 | 0.07% | 0.06% | 340 | +1,709 | 24.64% | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | Reduced | 8,581 | 395 | 0.0% | 0.0% | 341 | -2,729 | -24.13% | Q1 2026 | May 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 8,540 | 393 | 0.02% | 0.02% | 342 | +76 | 0.9% | Q1 2026 | Apr 17, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 8,511 | 392 | 0.02% | 0.02% | 343 | +251 | 3.04% | Q1 2026 | May 14, 2026 |
| Ascent Group, LLC | History | Reduced | 8,427 | 388 | 0.01% | 0.01% | 344 | -479 | -5.38% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 8,354 | 384 | 0.0% | — | 345 | +8,354 | New | Q1 2026 | May 15, 2026 |
| Investment Partners Asset Management, Inc. | History | Reduced | 8,199 | 377 | 0.23% | 0.24% | 346 | -25 | -0.3% | Q1 2026 | Apr 07, 2026 |
| EHRLICH FINANCIAL GROUP | History | No change | 8,200 | 377 | 0.22% | 0.22% | 347 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| FSM Wealth Advisors, LLC | History | Reduced | 8,118 | 373 | 0.05% | 0.06% | 348 | -764 | -8.6% | Q1 2026 | Apr 27, 2026 |
| AlphaCore Capital LLC | History | No change | 8,000 | 368 | 0.01% | 0.01% | 349 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Resolute Wealth Strategies, LLC | History | Reduced | 7,879 | 362 | 0.16% | 0.17% | 350 | -407 | -4.91% | Q1 2026 | May 07, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 7,773 | 358 | 0.23% | 0.23% | 351 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Contango Wealth Management LLC | History | Added to | 7,750 | 357 | 0.42% | 0.31% | 352 | +1,692 | 27.93% | Q1 2026 | Jun 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 7,742 | 356 | 0.0% | — | 353 | +7,742 | New | Q1 2026 | May 15, 2026 |
| FWG Holdings, LLC | History | Reduced | 7,695 | 353 | 0.13% | 0.21% | 354 | -2,913 | -27.46% | Q1 2026 | Apr 13, 2026 |
| Breakwater Capital Group | History | Added to | 7,622 | 351 | 0.05% | 0.04% | 355 | +1,323 | 21.0% | Q1 2026 | Apr 20, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | No change | 7,500 | 345 | 0.16% | 0.15% | 356 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Runnymede Capital Advisors, Inc. | History | New | 7,381 | 336 | 0.29% | — | 358 | +7,381 | New | Q1 2026 | Apr 13, 2026 |
| MAI Capital Management | History | Added to | 7,300 | 336 | 0.0% | 0.0% | 357 | +3,139 | 75.44% | Q1 2026 | May 15, 2026 |
| Essex LLC | History | No change | 7,045 | 324 | 0.06% | 0.06% | 359 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Summit Wealth Partners, LLC | History | No change | 7,012 | 323 | 0.05% | 0.06% | 360 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| ORG Partners LLC | History | No change | 6,958 | 322 | 0.06% | 0.06% | 361 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| STEPHENS INC /AR/ | History | Added to | 6,945 | 319 | 0.0% | 0.0% | 362 | +400 | 6.11% | Q1 2026 | Apr 28, 2026 |
| Matisse Capital | History | Added to | 6,778 | 312 | 0.13% | 0.14% | 363 | +78 | 1.16% | Q1 2026 | May 08, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 6,734 | 310 | 0.01% | 0.03% | 364 | -17,736 | -72.48% | Q1 2026 | May 15, 2026 |
| White Wing Wealth Management | History | New | 6,747 | 310 | 0.19% | — | 366 | +6,747 | New | Q1 2026 | Apr 13, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | New | 6,731 | 310 | 0.07% | — | 365 | +6,731 | New | Q1 2026 | Apr 16, 2026 |
| CENTRAL TRUST Co | History | Added to | 6,628 | 305 | 0.01% | 0.0% | 367 | +1,818 | 37.8% | Q1 2026 | Apr 17, 2026 |
| Cerity Partners LLC | History | No change | 6,492 | 299 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sequent Planning LLC | History | Reduced | 6,311 | 290 | 0.07% | 0.08% | 369 | -434 | -6.43% | Q1 2026 | Apr 21, 2026 |
| Fortune Financial Advisors, LLC | History | New | 6,282 | 289 | 0.15% | — | 370 | +6,282 | New | Q1 2026 | Apr 30, 2026 |
| Independence Asset Advisors, LLC | History | New | 6,160 | 283 | 0.1% | — | 371 | +6,160 | New | Q1 2026 | Apr 22, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 6,140 | 282 | 0.0% | — | 372 | +6,140 | New | Q1 2026 | May 01, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 6,054 | 278 | 0.01% | 0.01% | 373 | +620 | 11.41% | Q1 2026 | May 12, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 6,022 | 277 | 0.01% | 0.01% | 374 | +894 | 17.43% | Q1 2026 | May 15, 2026 |
| Ascentis Independent Advisors | History | New | 5,941 | 273 | 0.02% | — | 375 | +5,941 | New | Q1 2026 | Apr 28, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | New | 5,897 | 271 | 0.11% | — | 376 | +5,897 | New | Q1 2026 | May 11, 2026 |
| NORTHERN TRUST CORP | History | No change | 5,882 | 270 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Archvest Wealth Advisors, Inc. | History | New | 5,785 | 266 | 0.17% | — | 378 | +5,785 | New | Q1 2026 | May 13, 2026 |
| Elevation Wealth Management LLC | History | Reduced | 5,655 | 260 | 0.24% | 0.33% | 381 | -1,871 | -24.86% | Q1 2026 | May 11, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Added to | 5,661 | 260 | 0.2% | 0.19% | 379 | +704 | 14.2% | Q1 2026 | Apr 27, 2026 |
| Dynamic Financial Group | History | Added to | 5,647 | 260 | 0.21% | 0.22% | 380 | +32 | 0.57% | Q1 2026 | May 12, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 5,643 | 259 | 0.03% | 0.03% | 382 | +391 | 7.44% | Q1 2026 | Apr 28, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 5,530 | 254 | 0.04% | 0.04% | 383 | +25 | 0.45% | Q1 2026 | May 08, 2026 |
| Tortoise Investment Management, LLC | History | New | 5,500 | 253 | 0.02% | — | 385 | +5,500 | New | Q1 2026 | May 05, 2026 |
| XY Planning Network, Inc. | History | Added to | 5,523 | 253 | 0.04% | 0.04% | 384 | +665 | 13.69% | Q1 2026 | Apr 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 5,456 | 250 | 0.0% | — | 386 | +5,456 | New | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,362 | 248 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WORLD EQUITY GROUP, INC. | History | New | 5,371 | 247 | 0.06% | — | 388 | +5,371 | New | Q1 2026 | May 06, 2026 |
| WASHINGTON TRUST Co | History | No change | 5,324 | 245 | 0.01% | 0.01% | 389 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| WealthPLAN Partners, LLC | History | New | 5,082 | 234 | 0.05% | — | 390 | +5,082 | New | Q1 2026 | Apr 29, 2026 |
| Concorde Asset Management, LLC | History | Reduced | 5,022 | 231 | 0.11% | 0.17% | 391 | -4,353 | -46.43% | Q1 2026 | Jun 01, 2026 |
| UBS Group AG | History | New | 5,006 | 230 | 0.0% | — | 392 | +5,006 | New | Q1 2026 | May 05, 2026 |
| Chokshi & Queen Wealth Advisors, Inc | History | New | 4,954 | 228 | 0.12% | — | 394 | +4,954 | New | Q1 2026 | May 15, 2026 |
| Diversified Portfolios, Inc. | History | New | 4,950 | 228 | 0.02% | — | 393 | +4,950 | New | Q1 2026 | May 06, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 4,679 | 215 | 0.0% | 0.0% | 395 | +200 | 4.47% | Q1 2026 | May 08, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 4,554 | 210 | 0.01% | 0.01% | 396 | +150 | 3.41% | Q1 2026 | Apr 21, 2026 |
| Burns Matteson Capital Management, LLC | History | No change | 4,440 | 204 | 0.07% | 0.07% | 397 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GeoWealth Management, LLC | History | Reduced | 4,412 | 203 | 0.01% | 0.01% | 398 | -1,162 | -20.85% | Q1 2026 | May 13, 2026 |
| Essex Financial Services, Inc. | History | New | 4,378 | 201 | 0.01% | — | 399 | +4,378 | New | Q1 2026 | Apr 24, 2026 |
| HB Wealth Management, LLC | History | New | 4,375 | 201 | 0.0% | — | 400 | +4,375 | New | Q1 2026 | Apr 27, 2026 |
| Ellis Investment Partners, LLC | History | New | 4,346 | 200 | 0.03% | — | 401 | +4,346 | New | Q1 2026 | May 12, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 4,238 | 195 | 0.01% | 0.02% | 402 | -1,254 | -22.83% | Q1 2026 | May 15, 2026 |
| Manchester Capital Management LLC | History | Reduced | 4,000 | 184 | 0.03% | 0.04% | 403 | -2,200 | -35.48% | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | Added to | 3,832 | 176 | 0.0% | 0.0% | 404 | +1,226 | 47.05% | Q1 2026 | May 14, 2026 |
| Archer Investment Corp | History | Added to | 3,577 | 164 | 0.03% | 0.03% | 405 | +297 | 9.05% | Q1 2026 | May 04, 2026 |
| Transce3nd, LLC | History | Reduced | 3,263 | 150 | 1.33% | 1.24% | 406 | -70 | -2.1% | Q1 2026 | May 07, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 3,038 | 139 | 0.07% | 0.07% | 407 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 2,702 | 124 | 0.03% | — | 408 | +2,702 | New | Q1 2026 | May 08, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 2,568 | 117 | 0.0% | 0.0% | 409 | +2,298 | 851.11% | Q1 2026 | May 12, 2026 |
| RMG Wealth Management LLC | History | New | 2,026 | 113 | 0.01% | — | 410 | +2,026 | New | Q1 2026 | May 14, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 2,448 | 112 | 0.03% | — | 411 | +2,448 | New | Q1 2026 | May 13, 2026 |
| Burk Holdings LLC | History | New | 2,349 | 108 | 0.05% | — | 412 | +2,349 | New | Q1 2026 | May 07, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 2,248 | 104 | 0.01% | 0.01% | 413 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| United Community Bank | History | New | 2,218 | 102 | 0.03% | — | 414 | +2,218 | New | Q1 2026 | Apr 24, 2026 |
| TD Capital Management LLC | History | New | 2,156 | 99 | 0.01% | — | 415 | +2,156 | New | Q1 2026 | May 11, 2026 |
| BOK Financial Private Wealth, Inc. | History | Added to | 1,914 | 88 | 0.01% | 0.0% | 416 | +171 | 9.81% | Q1 2026 | May 12, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 1,806 | 82 | 0.0% | 0.0% | 417 | -800 | -30.7% | Q1 2026 | May 06, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | No change | 1,741 | 80 | 0.08% | 0.08% | 418 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| High Note Wealth, LLC | History | No change | 1,669 | 76 | 0.01% | 0.02% | 419 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AE Wealth Management LLC | History | Added to | 1,116 | 51 | 0.0% | 0.0% | 420 | +509 | 83.86% | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | New | 1,000 | 46 | 0.0% | — | 423 | +1,000 | New | Q1 2026 | May 15, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 1,010 | 46 | 0.0% | 0.0% | 421 | +510 | 102.0% | Q1 2026 | Apr 21, 2026 |
| Mascoma Wealth Management LLC | History | No change | 1,000 | 46 | 0.01% | 0.01% | 422 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| GGM Financial LLC | History | Added to | 950 | 43 | 0.02% | 0.02% | 424 | +12 | 1.28% | Q1 2026 | May 11, 2026 |
| NFSG Corp | History | No change | 770 | 35 | 0.01% | 0.01% | 425 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Torren Management, LLC | History | New | 747 | 34 | 0.02% | — | 427 | +747 | New | Q1 2026 | Apr 30, 2026 |
| Arlington Trust Co LLC | History | New | 738 | 34 | 0.0% | — | 426 | +738 | New | Q1 2026 | Apr 08, 2026 |
| Rice Partnership, LLC | History | New | 658 | 30 | 0.0% | — | 429 | +658 | New | Q1 2026 | May 07, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 654 | 30 | 0.01% | 0.0% | 428 | +383 | 141.33% | Q1 2026 | May 07, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 638 | 29 | 0.0% | 0.0% | 430 | -4 | -0.62% | Q1 2026 | Apr 28, 2026 |
| SHP Wealth Management | History | New | 550 | 25 | 0.0% | — | 431 | +550 | New | Q1 2026 | May 08, 2026 |
| ST GERMAIN D J CO INC | History | New | 535 | 24 | 0.0% | — | 433 | +535 | New | Q1 2026 | Apr 13, 2026 |
| Bogart Wealth, LLC | History | Added to | 530 | 24 | 0.0% | 0.0% | 432 | +30 | 6.0% | Q1 2026 | Apr 28, 2026 |
| LGT Financial Advisors LLC | History | Reduced | 475 | 21 | 0.11% | 0.17% | 434 | -145 | -23.39% | Q1 2026 | Apr 28, 2026 |
| GODSEY & GIBB, INC | History | No change | 440 | 20 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 374 | 17 | 0.0% | 0.0% | 436 | -48 | -11.37% | Q1 2026 | Jun 09, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 347 | 15 | 0.0% | 0.0% | 437 | -667 | -65.78% | Q1 2026 | Apr 07, 2026 |
| YANKCOM Partnership | History | New | 346 | 15 | 0.01% | — | 438 | +346 | New | Q1 2026 | Apr 20, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 324 | 14 | 0.0% | — | 439 | +324 | New | Q1 2026 | Apr 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 281 | 12 | 0.0% | — | 440 | +281 | New | Q1 2026 | May 11, 2026 |
| FMR LLC | History | Added to | 229 | 10 | 0.0% | — | 441 | +224 | 4480.0% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | New | 191 | 8 | 0.0% | — | 443 | +191 | New | Q1 2026 | May 13, 2026 |
| Imprint Wealth LLC | History | No change | 186 | 8 | 0.04% | 0.04% | 442 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Added to | 169 | 7 | 0.0% | 0.0% | 444 | +4 | 2.42% | Q1 2026 | Apr 22, 2026 |
| Costello Asset Management, INC | History | Added to | 128 | 5 | 0.0% | 0.0% | 445 | +2 | 1.59% | Q1 2026 | Apr 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 106 | 4 | 0.0% | — | 446 | +100 | 1666.67% | Q1 2026 | May 13, 2026 |
| Rossby Financial, LCC | History | No change | 107 | 4 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 78 | 3 | 0.0% | — | 448 | +78 | New | Q1 2026 | Apr 23, 2026 |
| Sound Income Strategies, LLC | History | No change | 57 | 2 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SIGNATUREFD, LLC | History | New | 25 | 1 | 0.0% | — | 451 | +25 | New | Q1 2026 | Apr 07, 2026 |
| Motiv8 Investments LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -206,988 | -100.0% | Q1 2026 | May 14, 2026 |
| VICUS CAPITAL | History | Closed out | 0 | 0 | — | 0.26% | — | -76,295 | -100.0% | Q1 2026 | Apr 22, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -43,589 | -100.0% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -23,232 | -100.0% | Q1 2026 | May 01, 2026 |
| COMMONS CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.65% | — | -21,000 | -100.0% | Q1 2026 | Apr 30, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Closed out | 0 | 0 | — | 0.39% | — | -18,456 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Independent Wealth Network Inc. | History | Closed out | 0 | 0 | — | 0.19% | — | -13,561 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Yukon Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.3% | — | -11,248 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Navis Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -8,620 | -100.0% | Q1 2026 | May 15, 2026 |
| Global View Capital Management LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -6,945 | -100.0% | Q1 2026 | May 04, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -6,910 | -100.0% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -5,459 | -100.0% | Q1 2026 | May 15, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -5,118 | -100.0% | Q1 2026 | Apr 09, 2026 |
| PARK NATIONAL CORP /OH/ | History | Closed out | 0 | 0 | — | 0.01% | — | -5,025 | -100.0% | Q1 2026 | Apr 16, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,008 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,903 | -100.0% | Q1 2026 | May 06, 2026 |
| Mallini Complete Financial Planning LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -4,825 | -100.0% | Q1 2026 | Apr 13, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,245 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -849 | -100.0% | Q1 2026 | May 15, 2026 |
| Central Pacific Bank - Trust Division | History | Closed out | 0 | 0 | — | 0.0% | — | -766 | -100.0% | Q1 2026 | Apr 07, 2026 |
| MidAtlantic Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -764 | -100.0% | Q1 2026 | May 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -560 | -100.0% | Q1 2026 | May 15, 2026 |
| Fairway Wealth LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -444 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Beacon Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -425 | -100.0% | Q1 2026 | May 08, 2026 |
| Elequin Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -304 | -100.0% | Q1 2026 | May 11, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 11 | 0 | — | 0.0% | — | -227 | -95.38% | Q1 2026 | May 08, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -114 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Essential Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -54 | -100.0% | Q1 2026 | May 21, 2026 |
| Navalign, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Winch Advisory Services, LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q1 2026 | Apr 30, 2026 |
| ASSETMARK, INC | History | Reduced | 15 | 0 | — | 0.0% | — | -13 | -46.43% | Q1 2026 | May 06, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| SageView Advisory Group, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |