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 | No change | 13,379,994 | 616,148 | 0.08% | 0.08% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 8,272,672 | 381,370 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 7,308,659 | 336,563 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 7,131,321 | 328,397 | 1.64% | 1.64% | 4 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 6,285,301 | 289,438 | 0.05% | 0.05% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 6,215,784 | 286,236 | 0.84% | 0.84% | 6 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 4,132,207 | 190,288 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 2,667,808 | 122,852 | 0.71% | 0.71% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,634,836 | 121,334 | 0.03% | 0.03% | 9 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LPL Financial LLC | History | No change | 2,071,878 | 95,409 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 2,013,557 | 92,724 | 0.03% | 0.03% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,894,283 | 87,231 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,726,054 | 79,503 | 0.09% | 0.09% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 1,662,025 | 76,536 | 5.93% | 5.93% | 14 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Southern Financial Group, LLC | History | No change | 1,410,454 | 64,951 | 16.58% | 16.58% | 15 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 1,225,072 | 56,414 | 1.23% | 1.23% | 16 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Hilton Capital Management, LLC | History | No change | 1,183,795 | 54,513 | 3.71% | 3.71% | 17 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Janney Montgomery Scott LLC | History | No change | 1,133,112 | 52,180 | 0.1% | 0.1% | 18 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Williams Financial, LLC | History | No change | 1,120,305 | 51,590 | 26.66% | 26.66% | 19 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Wagner Wealth Management, LLC | History | No change | 1,034,574 | 47,642 | 8.81% | 8.81% | 20 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 991,357 | 45,652 | 5.28% | 5.28% | 21 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 966,943 | 44,527 | 0.07% | 0.07% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Enclave Advisors LLC | History | No change | 960,511 | 44,231 | 5.6% | 5.6% | 23 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 879,721 | 40,511 | 0.05% | 0.05% | 24 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KINTRA WEALTH, LLC | History | No change | 848,974 | 38,950 | 2.04% | 2.04% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Advisory, LLC | History | No change | 829,529 | 38,199 | 3.17% | 3.17% | 26 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Diversified Enterprises, LLC | History | No change | 822,163 | 37,860 | 1.83% | 1.83% | 27 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cetera Investment Advisers | History | No change | 810,798 | 37,337 | 0.03% | 0.03% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 740,802 | 34,113 | 0.98% | 0.98% | 29 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Capital Advisors Wealth Management, LLC | History | No change | 712,743 | 32,821 | 3.85% | 3.85% | 30 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 642,277 | 29,576 | 2.56% | 2.56% | 31 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 637,747 | 29,368 | 2.7% | 2.7% | 32 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 630,709 | 29,044 | 0.55% | 0.55% | 33 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 610,186 | 28,111 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Scott Capital Advisors, LLC | History | No change | 597,811 | 27,529 | 4.31% | 4.31% | 35 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Armor Investment Advisors, LLC | History | No change | 589,846 | 27,162 | 8.71% | 8.71% | 36 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 582,072 | 26,804 | 0.15% | 0.15% | 37 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 574,844 | 26,471 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Longview Financial Advisors LLC | History | No change | 571,553 | 26,320 | 13.01% | 13.01% | 39 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 562,989 | 25,925 | 1.24% | 1.24% | 40 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 549,852 | 25,320 | 0.4% | 0.4% | 41 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Planned Solutions, Inc. | History | No change | 544,008 | 25,051 | 7.18% | 7.18% | 42 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Lineweaver Wealth Advisors, LLC | History | No change | 537,386 | 24,746 | 2.93% | 2.93% | 43 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 533,150 | 24,551 | 2.31% | 2.31% | 44 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TPG Financial Advisors, LLC | History | No change | 526,755 | 24,257 | 7.24% | 7.24% | 45 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NavPoint Financial, Inc. | History | No change | 519,341 | 23,915 | 8.86% | 8.86% | 46 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Certified Advisory Corp | History | No change | 517,962 | 23,852 | 1.92% | 1.92% | 47 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Visionary Wealth Advisors | History | No change | 503,272 | 23,175 | 0.92% | 0.92% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MEANS INVESTMENT CO., INC. | History | No change | 501,929 | 23,113 | 1.75% | 1.75% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | No change | 498,556 | 22,958 | 0.28% | 0.28% | 50 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NewEdge Wealth, LLC | History | No change | 495,830 | 22,832 | 0.23% | 0.23% | 51 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| True North Advisors, LLC | History | No change | 488,499 | 22,495 | 2.15% | 2.15% | 52 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | No change | 485,022 | 22,335 | 3.6% | 3.6% | 53 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Echo Wealth Management, LLC | History | No change | 466,277 | 21,472 | 10.96% | 10.96% | 54 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | No change | 466,095 | 21,463 | 5.44% | 5.44% | 55 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 451,814 | 20,806 | 0.2% | 0.2% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 450,787 | 20,758 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | No change | 447,195 | 20,593 | 0.32% | 0.32% | 58 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| One Capital Management, LLC | History | No change | 435,070 | 20,043 | 0.56% | 0.56% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Peterson Wealth Advisors, LLC | History | No change | 414,634 | 19,093 | 2.26% | 2.26% | 60 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 408,821 | 18,826 | 1.7% | 1.7% | 61 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| HighTower Advisors, LLC | History | No change | 401,901 | 18,507 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Greenwich Wealth Management LLC | History | No change | 398,349 | 18,344 | 0.67% | 0.67% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 397,952 | 18,325 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NORTHLAND SECURITIES, INC. | History | No change | 397,103 | 18,286 | 10.65% | 10.65% | 65 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kestra Advisory Services, LLC | History | No change | 392,373 | 18,068 | 0.06% | 0.06% | 66 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pearl Planning LLC | History | No change | 391,356 | 18,021 | 8.29% | 8.29% | 67 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 379,614 | 17,481 | 0.11% | 0.11% | 68 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Magnus Financial Group LLC | History | No change | 372,965 | 17,175 | 1.21% | 1.21% | 69 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Bernardo Wealth Planning LLC | History | No change | 371,857 | 17,124 | 2.93% | 2.93% | 70 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 369,273 | 17,005 | 0.31% | 0.31% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tradition Wealth Management, LLC | History | No change | 355,491 | 16,370 | 1.0% | 1.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pinion Investment Advisors, LLC | History | No change | 349,358 | 16,087 | 3.05% | 3.05% | 73 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Merit Financial Group, LLC | History | No change | 339,992 | 15,656 | 0.1% | 0.1% | 74 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PLANNING DIRECTIONS INC | History | No change | 334,845 | 15,419 | 7.14% | 7.14% | 75 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | No change | 329,163 | 15,158 | 0.12% | 0.12% | 76 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Clear Trail Advisors, LLC | History | No change | 329,004 | 15,150 | 2.31% | 2.31% | 77 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 322,942 | 14,871 | 0.09% | 0.09% | 78 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SMITH, MOORE & CO. | History | No change | 321,603 | 14,809 | 0.96% | 0.96% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | No change | 309,484 | 14,251 | 3.14% | 3.14% | 80 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | No change | 309,388 | 14,247 | 3.81% | 3.81% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 306,182 | 14,099 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arkadios Wealth Advisors | History | No change | 302,038 | 13,908 | 0.21% | 0.21% | 83 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| O'ROURKE & COMPANY, Inc | History | No change | 286,947 | 13,213 | 4.61% | 4.61% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| American Financial Advisors, LLC | History | No change | 286,634 | 13,199 | 1.59% | 1.59% | 85 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FMA Wealth Management, LLC | History | No change | 272,348 | 12,541 | 8.03% | 8.03% | 86 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FAGAN ASSOCIATES, INC. | History | No change | 272,160 | 12,532 | 1.54% | 1.54% | 87 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NewEdge Advisors, LLC | History | No change | 267,010 | 12,295 | 0.04% | 0.04% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bridgewealth Advisory Group, LLC | History | No change | 265,243 | 12,214 | 2.31% | 2.31% | 89 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Krilogy Financial LLC | History | No change | 248,774 | 11,456 | 0.34% | 0.34% | 90 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 247,862 | 11,414 | 3.49% | 3.49% | 91 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Andrews Advisory Associates, LLC | History | No change | 233,186 | 10,738 | 5.16% | 5.16% | 92 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Geneos Wealth Management Inc. | History | No change | 229,432 | 10,565 | 0.22% | 0.22% | 93 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Financial Futures Ltd Liability Co. | History | No change | 224,615 | 10,343 | 3.94% | 3.94% | 94 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Leverty Financial Group, LLC | History | No change | 224,324 | 10,330 | 2.01% | 2.01% | 95 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 222,697 | 10,255 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 227,521 | 10,213 | 6.57% | 6.49% | 97 | -3,886 | -1.68% | Q3 2026 | Oct 07, 2026 |
| S Harris Financial Group, LLC | History | No change | 219,612 | 10,113 | 7.84% | 7.84% | 98 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PENNEY FINANCIAL, LLC | History | No change | 211,958 | 9,760 | 3.41% | 3.41% | 99 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Mutual Advisors, LLC | History | No change | 210,670 | 9,701 | 0.18% | 0.18% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | No change | 208,086 | 9,582 | 0.16% | 0.16% | 101 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Royal Harbor Partners, LLC | History | No change | 206,758 | 9,521 | 2.95% | 2.95% | 102 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 206,221 | 9,496 | 0.15% | 0.15% | 103 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Independence Asset Advisors, LLC | History | No change | 205,692 | 9,472 | 2.47% | 2.47% | 104 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BankPlus Wealth Management LLC | History | No change | 205,578 | 9,466 | 4.26% | 4.26% | 105 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 205,467 | 9,461 | 0.48% | 0.48% | 106 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Horizon Investments, LLC | History | No change | 205,413 | 9,370 | 0.1% | 0.1% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DAVENPORT & Co LLC | History | No change | 197,535 | 9,096 | 0.04% | 0.04% | 108 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 195,698 | 9,011 | 0.22% | 0.22% | 109 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MATHER GROUP, LLC. | History | No change | 185,130 | 8,525 | 0.07% | 0.07% | 110 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Vigilare Wealth Management | History | No change | 184,139 | 8,479 | 2.6% | 2.6% | 111 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Focus Partners Wealth | History | No change | 183,114 | 8,432 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Waterloo Capital, L.P. | History | No change | 182,882 | 8,421 | 0.47% | 0.47% | 113 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SkyOak Wealth, LLC | History | No change | 181,837 | 8,373 | 1.37% | 1.37% | 114 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Seascape Capital Management | History | No change | 180,073 | 8,292 | 1.99% | 1.99% | 115 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Focus Financial Network, Inc. | History | No change | 178,616 | 8,225 | 0.25% | 0.25% | 116 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Colter Lewis Investment Partners LLC | History | No change | 177,357 | 8,167 | 3.63% | 3.63% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 172,933 | 7,963 | 0.53% | 0.53% | 118 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 172,788 | 7,956 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| McCarthy Asset Management, Inc. | History | No change | 171,797 | 7,911 | 3.75% | 3.75% | 120 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 169,791 | 7,788 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Financial Management Professionals, Inc. | History | No change | 163,468 | 7,527 | 0.71% | 0.71% | 122 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Mariner, LLC | History | No change | 152,840 | 7,038 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Etesian Wealth Advisors, Inc. | History | No change | 151,244 | 6,964 | 2.06% | 2.06% | 124 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Asset Advisory Group, Inc. | History | No change | 151,112 | 6,958 | 3.04% | 3.04% | 125 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Spahn Wealth & Retirement LLC | History | No change | 121,903 | 6,885 | 4.43% | 4.43% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blue Chip Partners, LLC | History | No change | 148,311 | 6,829 | 0.43% | 0.43% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | No change | 146,916 | 6,777 | 0.68% | 0.68% | 128 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| OPTIMA CAPITAL LLC | History | No change | 147,054 | 6,771 | 2.67% | 2.67% | 129 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EPG Wealth Management LLC | History | No change | 145,507 | 6,700 | 1.61% | 1.61% | 130 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | No change | 145,400 | 6,695 | 0.96% | 0.96% | 131 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Fiduciary Alliance LLC | History | No change | 141,889 | 6,534 | 0.44% | 0.44% | 132 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| KICKSTAND VENTURES, LLC. | History | No change | 140,412 | 6,465 | 1.17% | 1.17% | 133 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 137,767 | 6,344 | 0.26% | 0.26% | 134 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Lionsbridge Wealth Management LLC | History | No change | 137,667 | 6,339 | 6.22% | 6.22% | 135 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 132,188 | 6,087 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KELLY FINANCIAL GROUP LLC | History | No change | 132,006 | 6,078 | 1.35% | 1.35% | 137 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Jeter Robert S II | History | No change | 128,769 | 5,906 | 5.66% | 5.66% | 138 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Ethos Financial Group, LLC | History | No change | 128,191 | 5,876 | 0.39% | 0.39% | 139 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Overbrook Management Corp | History | No change | 126,260 | 5,814 | 0.88% | 0.88% | 140 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 125,777 | 5,792 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Red Mountain Financial, LLC | History | No change | 121,297 | 5,585 | 4.69% | 4.69% | 142 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CHOREO, LLC | History | No change | 119,274 | 5,492 | 0.06% | 0.06% | 143 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LifeGoal Investments, LLC | History | No change | 118,529 | 5,458 | 2.5% | 2.5% | 144 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MorganRosel Wealth Management, LLC | History | No change | 118,201 | 5,443 | 1.84% | 1.84% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 116,668 | 5,372 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Continuum Advisory, LLC | History | No change | 114,965 | 5,294 | 0.43% | 0.43% | 147 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 114,175 | 5,257 | 0.07% | 0.07% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HTG Investment Advisors, Inc. | History | No change | 112,784 | 5,193 | 1.33% | 1.33% | 149 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Creative Planning | History | No change | 111,663 | 5,142 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nordwand Advisors, LLC | History | No change | 109,943 | 5,062 | 0.78% | 0.78% | 151 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Retirement Planning Group, LLC | History | No change | 109,450 | 5,040 | 0.13% | 0.13% | 152 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Beacon Bank & Trust | History | No change | 106,930 | 4,924 | 0.94% | 0.94% | 153 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Summit Financial, LLC | History | No change | 106,591 | 4,908 | 0.05% | 0.05% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | No change | 103,709 | 4,775 | 3.83% | 3.83% | 155 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 101,877 | 4,691 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | No change | 96,560 | 4,640 | 0.02% | 0.02% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Miller Global Investments, LLC | History | Added to | 102,708 | 4,610 | 3.72% | 3.59% | 158 | +8,645 | 9.19% | Q3 2026 | Oct 02, 2026 |
| Advisory Services Network, LLC | History | No change | 98,857 | 4,552 | 0.05% | 0.05% | 159 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 98,532 | 4,537 | 0.04% | 0.04% | 160 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 96,602 | 4,448 | 0.52% | 0.52% | 161 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Keystone Financial Services, LLC | History | No change | 96,291 | 4,434 | 2.66% | 2.66% | 162 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 95,312 | 4,389 | 0.89% | 0.89% | 163 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 93,820 | 4,320 | 0.05% | 0.05% | 164 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Hopwood Nicholas Hunter | History | No change | 93,644 | 4,312 | 1.18% | 1.18% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invst, LLC | History | No change | 93,167 | 4,290 | 0.42% | 0.42% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 93,153 | 4,289 | 0.04% | 0.04% | 167 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OMNI 360 Wealth, Inc. | History | No change | 93,154 | 4,289 | 1.98% | 1.98% | 168 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Montecito Bank & Trust | History | Added to | 95,261 | 4,276 | 0.65% | 0.65% | 169 | +1,002 | 1.06% | Q3 2026 | Oct 01, 2026 |
| Citizens National Bank Trust Department | History | No change | 91,267 | 4,202 | 0.62% | 0.62% | 170 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BROWN ADVISORY INC | History | No change | 89,362 | 4,115 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chesley Taft & Associates LLC | History | No change | 87,890 | 4,047 | 0.16% | 0.16% | 172 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| First Citizens Financial Corp | History | Added to | 89,498 | 4,017 | 1.69% | 1.63% | 173 | +4,760 | 5.62% | Q3 2026 | Oct 02, 2026 |
| Addison Capital Co | History | No change | 87,152 | 4,013 | 0.66% | 0.66% | 174 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TBH Global Asset Management, LLC | History | No change | 87,121 | 4,011 | 0.73% | 0.73% | 175 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Savvy Advisors, Inc. | History | No change | 85,130 | 3,920 | 0.08% | 0.08% | 176 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Eaton Financial Holdings Company, LLC | History | No change | 84,410 | 3,887 | 1.07% | 1.07% | 177 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Baird Financial Group, Inc. | History | No change | 83,035 | 3,823 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Peck Wealth Management, LLC | History | No change | 82,302 | 3,789 | 3.19% | 3.19% | 179 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 82,225 | 3,786 | 0.03% | 0.03% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Paladin Advisory Group, LLC | History | No change | 80,632 | 3,713 | 2.47% | 2.47% | 181 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tortoise Investment Management, LLC | History | No change | 79,732 | 3,671 | 0.27% | 0.27% | 182 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 77,864 | 3,585 | 0.2% | 0.2% | 183 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Emerald Advisors, LLC | History | No change | 77,189 | 3,554 | 0.45% | 0.45% | 184 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | No change | 76,028 | 3,501 | 0.35% | 0.35% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 74,966 | 3,452 | 0.21% | 0.21% | 186 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Partners Group, Inc | History | No change | 74,928 | 3,450 | 0.35% | 0.35% | 187 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Narus Financial Partners, LLC | History | No change | 74,803 | 3,444 | 0.88% | 0.88% | 188 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Future Financial Wealth Managment LLC | History | No change | 74,866 | 3,425 | 2.13% | 2.13% | 189 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Emissary Wealth LLC | History | No change | 73,837 | 3,400 | 2.59% | 2.59% | 190 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Triad Wealth Partners, LLC | History | No change | 74,154 | 3,388 | 0.2% | 0.2% | 191 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Syverson Strege & Co | History | No change | 72,670 | 3,346 | 0.73% | 0.73% | 192 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 72,608 | 3,343 | 0.06% | 0.06% | 193 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Layline Advisors, LLC | History | No change | 71,973 | 3,314 | 2.97% | 2.97% | 194 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| RFG Advisory, LLC | History | No change | 71,554 | 3,295 | 0.05% | 0.05% | 195 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| InTrack Investment Management Inc | History | No change | 70,941 | 3,266 | 1.62% | 1.62% | 196 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Centurion Wealth Management LLC | History | No change | 70,932 | 3,266 | 0.78% | 0.78% | 197 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BNB Wealth Management, LLC | History | No change | 68,866 | 3,171 | 1.73% | 1.73% | 198 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 68,755 | 3,166 | 0.33% | 0.33% | 199 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Private Advisor Group, LLC | History | No change | 67,764 | 3,120 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 66,756 | 3,074 | 0.2% | 0.2% | 201 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Beckerman Institutional, LLC | History | No change | 64,496 | 2,970 | 1.41% | 1.41% | 202 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SAGE RHINO CAPITAL LLC | History | No change | 63,994 | 2,946 | 0.48% | 0.48% | 203 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Strategies Wealth Advisors, LLC | History | No change | 63,143 | 2,907 | 0.26% | 0.26% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Advisors | History | No change | 61,207 | 2,818 | 0.14% | 0.14% | 205 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Madrid Wealth Management, LLC | History | No change | 60,854 | 2,802 | 1.84% | 1.84% | 206 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Prospera Financial Services Inc | History | No change | 60,770 | 2,798 | 0.04% | 0.04% | 207 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 60,191 | 2,771 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Opal Wealth Advisors, LLC | History | No change | 58,411 | 2,689 | 0.58% | 0.58% | 209 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CITADEL ADVISORS LLC | History | No change | 58,270 | 2,683 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Castle Rock Wealth Management, LLC | History | No change | 57,766 | 2,647 | 0.52% | 0.52% | 211 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Everest Financial Group LLC | History | No change | 57,015 | 2,625 | 0.36% | 0.36% | 212 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Regal Investment Advisors LLC | History | No change | 55,942 | 2,576 | 0.13% | 0.13% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 55,742 | 2,566 | 0.13% | 0.13% | 214 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Clearstead Advisors, LLC | History | No change | 54,490 | 2,509 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| URS Advisory LLC | History | No change | 54,264 | 2,498 | 1.39% | 1.39% | 216 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 54,094 | 2,491 | 0.25% | 0.25% | 217 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Altus Wealth Management, LLC | History | No change | 53,844 | 2,479 | 0.95% | 0.95% | 218 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Benchmark Financial, LLC | History | No change | 53,239 | 2,451 | 2.0% | 2.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| S&A Financial Services, Inc. | History | No change | 50,490 | 2,325 | 1.42% | 1.42% | 220 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| William Mack & Associates, Inc. | History | No change | 50,476 | 2,324 | 0.82% | 0.82% | 221 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Kovack Advisors, Inc. | History | No change | 50,012 | 2,296 | 0.11% | 0.11% | 222 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sanctuary Advisors, LLC | History | No change | 48,831 | 2,248 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Western Wealth Management, LLC | History | No change | 48,245 | 2,221 | 0.07% | 0.07% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MN Wealth Advisors, LLC | History | No change | 47,396 | 2,182 | 0.93% | 0.93% | 225 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 47,177 | 2,172 | 0.06% | 0.06% | 226 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| PFG Investments, LLC | History | No change | 46,752 | 2,152 | 0.08% | 0.08% | 227 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cooper Financial Group | History | No change | 46,108 | 2,123 | 0.18% | 0.18% | 228 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| EP Wealth Advisors, LLC | History | No change | 45,955 | 2,116 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TOWLE & CO | History | No change | 45,649 | 2,102 | 0.71% | 0.71% | 230 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Analysts, LLC | History | No change | 45,494 | 2,095 | 0.05% | 0.05% | 231 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Nolet Wealth Management, LLC | History | No change | 45,384 | 2,089 | 1.15% | 1.15% | 232 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Alteri Wealth LLC | History | No change | 43,975 | 2,025 | 0.56% | 0.56% | 233 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | No change | 46,259 | 1,984 | 1.49% | 1.49% | 234 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Aspire Capital Advisors LLC | History | No change | 42,939 | 1,977 | 0.38% | 0.38% | 235 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 42,772 | 1,969 | 0.02% | 0.02% | 236 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| World Investment Advisors | History | No change | 41,898 | 1,930 | 0.03% | 0.03% | 237 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BankPlus Trust Department | History | No change | 41,730 | 1,921 | 0.45% | 0.45% | 238 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Composition Wealth, LLC | History | No change | 41,510 | 1,911 | 0.02% | 0.02% | 239 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Modera Wealth Management, LLC | History | No change | 41,249 | 1,899 | 0.02% | 0.02% | 240 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 40,799 | 1,878 | 0.09% | 0.09% | 241 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | No change | 40,657 | 1,872 | 0.64% | 0.64% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MTM FINANCIAL GROUP, LLC | History | No change | 38,698 | 1,782 | 0.76% | 0.76% | 243 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 38,532 | 1,774 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PDS Planning, Inc | History | No change | 36,947 | 1,701 | 0.1% | 0.1% | 245 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Turner Financial Group, Inc. | History | No change | 36,668 | 1,688 | 1.68% | 1.68% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 36,170 | 1,665 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| First Heartland Consultants, Inc. | History | No change | 35,945 | 1,655 | 0.11% | 0.11% | 248 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Cornerstone Financial Management LLC | History | No change | 35,912 | 1,653 | 1.33% | 1.33% | 249 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 35,353 | 1,628 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 35,075 | 1,615 | 0.18% | 0.18% | 251 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| 5T Wealth, LLC | History | No change | 34,883 | 1,606 | 0.6% | 0.6% | 252 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BOKF, NA | History | No change | 34,705 | 1,598 | 0.02% | 0.02% | 253 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Element Wealth, LLC | History | No change | 33,880 | 1,560 | 0.58% | 0.58% | 254 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WBH ADVISORY INC | History | No change | 33,690 | 1,551 | 0.1% | 0.1% | 255 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | No change | 32,541 | 1,498 | 0.32% | 0.32% | 256 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| OPPENHEIMER & CO INC | History | No change | 32,441 | 1,493 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIFTH THIRD BANCORP | History | No change | 31,578 | 1,454 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| White Wing Wealth Management | History | No change | 31,176 | 1,435 | 0.75% | 0.75% | 259 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Selby Wealth Management, LLC | History | No change | 31,045 | 1,429 | 0.51% | 0.51% | 260 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 30,847 | 1,420 | 0.04% | 0.04% | 261 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Accurate Wealth Management, LLC | History | No change | 30,624 | 1,404 | 0.13% | 0.13% | 262 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Sovran Advisors, LLC | History | No change | 30,446 | 1,396 | 0.1% | 0.1% | 263 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 30,183 | 1,389 | 0.25% | 0.25% | 264 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Triumph Capital Management | History | No change | 29,769 | 1,370 | 0.25% | 0.25% | 265 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 29,516 | 1,353 | 0.08% | 0.08% | 266 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Rehmann Capital Advisory Group | History | No change | 27,151 | 1,250 | 0.06% | 0.06% | 267 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 26,261 | 1,209 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Belpointe Asset Management LLC | History | No change | 26,029 | 1,198 | 0.04% | 0.04% | 269 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 26,029 | 1,198 | 0.13% | 0.13% | 270 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Herold Advisors, Inc. | History | No change | 25,101 | 1,152 | 0.23% | 0.23% | 271 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NCM Capital Management, LLC | History | No change | 24,750 | 1,139 | 0.35% | 0.35% | 272 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HB Wealth Management, LLC | History | No change | 24,608 | 1,133 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Aprio Wealth Management, LLC | History | No change | 24,283 | 1,118 | 0.06% | 0.06% | 274 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 24,057 | 1,109 | 0.06% | 0.06% | 275 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Sigma Planning Corp | History | No change | 23,993 | 1,104 | 0.03% | 0.03% | 276 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Waterfront Wealth Inc. | History | No change | 23,733 | 1,088 | 0.17% | 0.17% | 277 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NorthRock Partners, LLC | History | No change | 23,596 | 1,086 | 0.02% | 0.02% | 278 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NOVEM GROUP | History | No change | 22,293 | 1,026 | 0.1% | 0.1% | 279 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TopTier Wealth Management, LLC | History | No change | 21,763 | 1,002 | 0.61% | 0.61% | 280 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Rockingstone Advisors LLC | History | No change | 21,705 | 999 | 0.4% | 0.4% | 281 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Cobblestone Asset Management LLC | History | No change | 21,427 | 986 | 0.41% | 0.41% | 282 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 21,119 | 972 | 0.04% | 0.04% | 283 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 20,579 | 947 | 0.77% | 0.77% | 284 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parallel Advisors, LLC | History | No change | 20,176 | 929 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| REICON WEALTH ADVISORS, LLC | History | No change | 19,962 | 919 | 0.57% | 0.57% | 286 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Client First Investment Management LLC | History | No change | 19,771 | 910 | 0.38% | 0.38% | 287 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Investment Planning Advisors, Inc. | History | No change | 19,321 | 889 | 0.21% | 0.21% | 288 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 19,251 | 886 | 0.02% | 0.02% | 289 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Smartleaf Asset Management LLC | History | No change | 18,958 | 873 | 0.03% | 0.03% | 290 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LaFleur & Godfrey LLC | History | No change | 18,569 | 855 | 0.1% | 0.1% | 291 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 18,182 | 837 | 0.07% | 0.07% | 292 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 17,491 | 805 | 0.08% | 0.08% | 293 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Meeder Advisory Services, Inc. | History | No change | 17,399 | 801 | 0.03% | 0.03% | 294 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | No change | 17,180 | 791 | 0.32% | 0.32% | 295 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 16,901 | 778 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Beta Wealth Group, Inc. | History | No change | 16,813 | 774 | 0.29% | 0.29% | 297 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Vise Technologies, Inc. | History | No change | 16,453 | 757 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| M.E. ALLISON & CO., INC. | History | No change | 16,413 | 755 | 0.43% | 0.43% | 299 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 16,222 | 747 | 0.16% | 0.16% | 300 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Axis Wealth Partners, LLC | History | No change | 16,203 | 746 | 0.36% | 0.36% | 301 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 16,144 | 743 | 0.04% | 0.04% | 302 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CreativeOne Wealth, LLC | History | No change | 15,952 | 734 | 0.02% | 0.02% | 303 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisors Asset Management, Inc. | History | No change | 15,829 | 728 | 0.01% | 0.01% | 304 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Resurgent Financial Advisors LLC | History | No change | 15,739 | 724 | 0.2% | 0.2% | 305 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hudson Value Partners, LLC | History | No change | 15,324 | 705 | 0.18% | 0.18% | 306 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| PALLADIEM, LLC | History | No change | 15,290 | 704 | 0.68% | 0.68% | 307 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 14,956 | 688 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| OneAscent Wealth Management LLC | History | No change | 14,833 | 683 | 0.2% | 0.2% | 309 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Daviman Financial, LLC | History | No change | 14,801 | 681 | 0.38% | 0.38% | 310 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Advisor OS, LLC | History | No change | 14,585 | 671 | 0.04% | 0.04% | 311 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Safeguard Investment Advisory Group, LLC | History | No change | 14,507 | 668 | 0.15% | 0.15% | 312 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Menard Financial Group LLC | History | No change | 14,311 | 659 | 0.36% | 0.36% | 313 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 14,360 | 658 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Betterment LLC | History | No change | 14,080 | 648 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| StoneX Group Inc. | History | No change | 13,786 | 636 | 0.03% | 0.03% | 316 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lido Advisors, LLC | History | No change | 13,721 | 631 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | No change | 13,694 | 630 | 0.27% | 0.27% | 318 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Leo H. Evart, Inc. | History | No change | 13,253 | 610 | 0.48% | 0.48% | 319 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| IFP Advisors, Inc | History | No change | 13,171 | 606 | 0.01% | 0.01% | 320 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Breakwater Capital Group | History | No change | 13,064 | 601 | 0.07% | 0.07% | 321 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| BXM Wealth LLC | History | No change | 12,925 | 595 | 0.32% | 0.32% | 322 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 13,019 | 584 | 0.02% | 0.02% | 323 | -1,982 | -13.21% | Q3 2026 | Oct 05, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 12,146 | 559 | 0.03% | 0.03% | 324 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 12,071 | 555 | 0.04% | 0.04% | 325 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WealthPLAN Partners, LLC | History | No change | 11,757 | 541 | 0.1% | 0.1% | 326 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Aspen Wealth Management LLC | History | No change | 11,695 | 538 | 0.09% | 0.09% | 327 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PKS Advisory Services, LLC | History | No change | 11,525 | 530 | 0.08% | 0.08% | 328 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 11,500 | 529 | 0.01% | 0.01% | 329 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Balboa Wealth Partners | History | No change | 11,503 | 529 | 0.07% | 0.07% | 330 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Brookwood Investment Group LLC | History | No change | 11,428 | 526 | 0.06% | 0.06% | 331 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Wedmont Private Capital | History | No change | 11,163 | 512 | 0.01% | 0.01% | 332 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| National Philanthropic Trust | History | No change | 10,785 | 496 | 0.01% | 0.01% | 333 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 10,768 | 495 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Harvest Investment Services, LLC | History | No change | 10,421 | 479 | 0.07% | 0.07% | 335 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Next Level Wealth Planning, LLC | History | No change | 10,420 | 479 | 0.21% | 0.21% | 336 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Mendel Capital Management LLC | History | No change | 10,334 | 475 | 0.21% | 0.21% | 337 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Mascagni Wealth Management, Inc. | History | No change | 10,148 | 467 | 0.29% | 0.29% | 338 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 10,125 | 466 | 0.05% | 0.05% | 339 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FSM Wealth Advisors, LLC | History | No change | 9,892 | 455 | 0.05% | 0.05% | 340 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cloud Capital Management, LLC | History | No change | 9,873 | 454 | 0.17% | 0.17% | 341 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Formidable Asset Management, LLC | History | No change | 9,693 | 446 | 0.07% | 0.07% | 342 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Oak Barrel Wealth Advisory LLC | History | No change | 9,629 | 443 | 0.2% | 0.2% | 343 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GatePass Capital, LLC | History | No change | 9,550 | 439 | 0.17% | 0.17% | 344 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| IPG Investment Advisors LLC | History | No change | 9,500 | 437 | 0.06% | 0.06% | 345 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lansing Street Advisors | History | No change | 9,422 | 433 | 0.09% | 0.09% | 346 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Mayfair Advisory Group, LLC | History | No change | 9,446 | 432 | 0.13% | 0.13% | 347 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JSF Financial, LLC | History | No change | 9,305 | 428 | 0.07% | 0.07% | 348 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 9,145 | 421 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 9,033 | 416 | 0.02% | 0.02% | 350 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 8,937 | 411 | 0.02% | 0.02% | 351 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Southeast Asset Advisors, LLC | History | No change | 8,915 | 410 | 0.04% | 0.04% | 352 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AdvisorNet Financial, Inc | History | No change | 8,908 | 410 | 0.02% | 0.02% | 353 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 8,794 | 404 | 0.02% | 0.02% | 354 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wayfinding Financial, LLC | History | No change | 8,681 | 399 | 0.15% | 0.15% | 355 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ascent Group, LLC | History | No change | 8,620 | 396 | 0.01% | 0.01% | 356 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| UBS Group AG | History | No change | 8,591 | 395 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stone House Investment Management, LLC | History | No change | 8,538 | 393 | 0.05% | 0.05% | 358 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Simplicity Wealth,LLC | History | No change | 8,546 | 393 | 0.01% | 0.01% | 359 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 8,511 | 391 | 0.02% | 0.02% | 360 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Delta Investment Management, LLC | History | No change | 8,367 | 385 | 0.06% | 0.06% | 361 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 8,171 | 376 | 0.01% | 0.01% | 362 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Investment Partners Asset Management, Inc. | History | No change | 8,158 | 375 | 0.21% | 0.21% | 363 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Chokshi & Queen Wealth Advisors, Inc | History | No change | 8,129 | 374 | 0.17% | 0.17% | 364 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Archvest Wealth Advisors, Inc. | History | No change | 8,100 | 373 | 0.22% | 0.22% | 365 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 8,070 | 371 | 0.01% | 0.01% | 366 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Retirement, LLC | History | No change | 8,050 | 370 | 0.02% | 0.02% | 367 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AlphaCore Capital LLC | History | No change | 8,000 | 368 | 0.01% | 0.01% | 368 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| XY Planning Network, Inc. | History | No change | 7,962 | 366 | 0.05% | 0.05% | 369 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MAI Capital Management | History | No change | 7,777 | 358 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 7,773 | 357 | 0.22% | 0.22% | 371 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 7,742 | 356 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essential Investment Partners LLC | History | No change | 7,725 | 355 | 0.29% | 0.29% | 373 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Resolute Wealth Strategies, LLC | History | No change | 7,664 | 352 | 0.14% | 0.14% | 374 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FWG Holdings, LLC | History | No change | 7,685 | 351 | 0.12% | 0.12% | 375 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fortune Financial Advisors, LLC | History | No change | 7,616 | 350 | 0.15% | 0.15% | 376 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Legacy Financial Strategies, LLC | History | No change | 7,570 | 348 | 0.05% | 0.05% | 377 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | No change | 7,411 | 341 | 0.06% | 0.06% | 378 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| EHRLICH FINANCIAL GROUP | History | No change | 7,400 | 340 | 0.17% | 0.17% | 379 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | No change | 7,286 | 335 | 0.12% | 0.12% | 380 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sequent Planning LLC | History | No change | 7,071 | 325 | 0.07% | 0.07% | 381 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essex LLC | History | No change | 7,045 | 324 | 0.05% | 0.05% | 382 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Summit Wealth Partners, LLC | History | No change | 7,012 | 322 | 0.05% | 0.05% | 383 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Diversify Advisory Services, LLC | History | No change | 6,985 | 320 | 0.01% | 0.01% | 384 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 6,985 | 320 | 0.01% | 0.01% | 385 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| STEPHENS INC /AR/ | History | No change | 6,947 | 319 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HUB Investment Partners, LLC | History | No change | 6,906 | 318 | 0.01% | 0.01% | 387 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Linscomb Wealth, Inc. | History | No change | 6,889 | 317 | 0.01% | 0.01% | 388 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Matisse Capital | History | No change | 6,821 | 314 | 0.13% | 0.13% | 389 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Essex Bank | History | No change | 6,809 | 313 | 0.07% | 0.07% | 390 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 6,664 | 306 | 0.04% | 0.04% | 391 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CENTRAL TRUST Co | History | No change | 6,628 | 305 | 0.01% | 0.01% | 392 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Runnymede Capital Advisors, Inc. | History | No change | 6,412 | 295 | 0.18% | 0.18% | 393 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Apriem Advisors | History | No change | 6,358 | 292 | 0.03% | 0.03% | 394 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | No change | 6,300 | 290 | 0.14% | 0.14% | 395 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 6,140 | 282 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IFG Advisory, LLC | History | No change | 6,114 | 281 | 0.01% | 0.01% | 397 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 6,022 | 277 | 0.01% | 0.01% | 398 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NWAM LLC | History | No change | 6,014 | 276 | 0.01% | 0.01% | 399 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 5,986 | 275 | 0.01% | 0.01% | 400 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cedarwood Wealth LLC | History | No change | 5,839 | 268 | 0.2% | 0.2% | 401 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Yukon Wealth Management, Inc. | History | No change | 5,765 | 265 | 0.08% | 0.08% | 402 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | No change | 5,732 | 263 | 0.15% | 0.15% | 403 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Elevation Wealth Management LLC | History | No change | 5,691 | 262 | 0.2% | 0.2% | 404 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Dynamic Financial Group | History | No change | 5,647 | 260 | 0.2% | 0.2% | 405 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 5,456 | 250 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STEVENS CAPITAL PARTNERS | History | No change | 5,426 | 249 | 0.05% | 0.05% | 407 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 5,425 | 248 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WASHINGTON TRUST Co | History | No change | 5,324 | 245 | 0.01% | 0.01% | 409 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,337 | 245 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Diversified Portfolios, Inc. | History | No change | 5,284 | 243 | 0.02% | 0.02% | 411 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Indivisible Partners | History | No change | 5,282 | 243 | 0.01% | 0.01% | 412 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Gallacher Capital Management LLC | History | No change | 5,165 | 237 | 0.13% | 0.13% | 413 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 5,125 | 236 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 5,021 | 231 | 0.04% | 0.04% | 415 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 5,029 | 231 | 0.03% | 0.03% | 416 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GeoWealth Management, LLC | History | No change | 4,903 | 225 | 0.01% | 0.01% | 417 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Archer Investment Corp | History | No change | 4,883 | 224 | 0.04% | 0.04% | 418 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 4,847 | 223 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 4,829 | 222 | 0.01% | 0.01% | 420 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Advyzon Investment Management, LLC | History | No change | 4,584 | 211 | 0.02% | 0.02% | 421 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GFS Advisors, LLC | History | No change | 2,770 | 206 | 0.02% | 0.02% | 422 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| UNIQUE WEALTH, LLC | History | No change | 4,488 | 206 | 0.02% | 0.02% | 423 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Burns Matteson Capital Management, LLC | History | No change | 4,440 | 204 | 0.06% | 0.06% | 424 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | No change | 4,440 | 204 | 0.06% | 0.06% | 425 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Lighthouse Wealth Management Inc. | History | No change | 4,438 | 204 | 0.13% | 0.13% | 426 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Essex Financial Services, Inc. | History | No change | 4,385 | 201 | 0.01% | 0.01% | 427 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FMR LLC | History | No change | 4,256 | 195 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | No change | 3,245 | 149 | 0.02% | 0.02% | 429 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Transce3nd, LLC | History | No change | 3,001 | 137 | 1.21% | 1.21% | 430 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sankala Group LLC | History | No change | 3,000 | 137 | 0.09% | 0.09% | 431 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 2,850 | 133 | 0.04% | 0.04% | 432 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parkside Financial Bank & Trust | History | No change | 2,398 | 110 | 0.01% | 0.01% | 433 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Burk Holdings LLC | History | No change | 2,349 | 108 | 0.04% | 0.04% | 434 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 2,187 | 100 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRUST CO OF VERMONT | History | No change | 2,065 | 95 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 1,806 | 83 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | No change | 1,741 | 80 | 0.07% | 0.07% | 438 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GGM Financial LLC | History | No change | 1,286 | 59 | 0.02% | 0.02% | 439 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Manchester Capital Management LLC | History | No change | 1,250 | 57 | 0.01% | 0.01% | 440 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 1,216 | 55 | 0.04% | 0.04% | 441 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bogart Wealth, LLC | History | No change | 1,184 | 54 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 1,024 | 47 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,013 | 46 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mascoma Wealth Management LLC | History | No change | 1,000 | 46 | 0.01% | 0.01% | 445 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Larson Financial Group LLC | History | No change | 1,000 | 46 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NFSG Corp | History | No change | 770 | 35 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMA Advisory Services, Inc. | History | No change | 750 | 34 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Torren Management, LLC | History | No change | 757 | 34 | 0.02% | 0.02% | 449 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Arlington Trust Co LLC | History | No change | 738 | 33 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| NorthAvenue LLC | History | No change | 737 | 33 | 0.02% | 0.02% | 451 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 673 | 30 | 0.01% | 0.01% | 452 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Signature Equity Partners, LLC | History | No change | 630 | 29 | 0.01% | 0.01% | 453 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 629 | 28 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LGT Financial Advisors LLC | History | No change | 484 | 22 | 0.12% | 0.12% | 455 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WPG Advisers, LLC | History | No change | 430 | 19 | 0.01% | 0.01% | 456 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ST GERMAIN D J CO INC | History | No change | 390 | 17 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 374 | 17 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Founders Financial Alliance, LLC | History | No change | 351 | 16 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CoreCap Advisors, LLC | History | No change | 310 | 14 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 298 | 13 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AE Wealth Management LLC | History | No change | 268 | 12 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Spire Wealth Management | History | No change | 238 | 10 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Imprint Wealth LLC | History | No change | 186 | 8 | 0.03% | 0.03% | 464 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 191 | 8 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aventura Private Wealth, LLC | History | No change | 158 | 7 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 140 | 6 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| Costello Asset Management, INC | History | No change | 130 | 5 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rossby Financial, LCC | History | No change | 107 | 4 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 78 | 3 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 55 | 2 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Nautilus Advisors LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -5,224 | -100.0% | Q3 2026 | Oct 06, 2026 |
| ASSETMARK, INC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Winch Advisory Services, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 12,845 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |