J.P. Morgan Exchange-Traded Fund Trust - JPST
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Reduced | 100,296,477 | 5,071,992 | 0.33% | 0.34% | 1 | -6,176,137 | -5.8% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Reduced | 61,139,019 | 3,094,245 | 0.19% | 0.19% | 2 | -329,749 | -0.54% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 19,901,775 | 1,007,228 | 0.27% | 0.27% | 3 | +280,875 | 1.43% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 16,198,546 | 819,808 | 0.06% | 0.06% | 4 | +23,253 | 0.14% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Added to | 13,652,039 | 690,930 | 1.31% | 1.27% | 5 | +470,939 | 3.57% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 11,901,249 | 602,322 | 0.11% | 0.09% | 6 | +2,294,292 | 23.88% | Q1 2026 | May 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 11,632,152 | 588,703 | 0.09% | 0.09% | 7 | +186,756 | 1.63% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 10,811,549 | 547,172 | 0.08% | 0.08% | 8 | +1,342,151 | 14.17% | Q1 2026 | May 05, 2026 |
| HB Wealth Management, LLC | History | Added to | 9,550,931 | 480,897 | 3.11% | 3.07% | 9 | +107,822 | 1.14% | Q1 2026 | Apr 27, 2026 |
| FMR LLC | History | Reduced | 8,567,157 | 433,583 | 0.02% | 0.03% | 10 | -2,182,501 | -20.3% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 6,670,792 | 337,608 | 0.1% | 0.09% | 11 | +773,190 | 13.11% | Q1 2026 | May 14, 2026 |
| Temasek Holdings (Private) Ltd | History | No change | 5,919,494 | 299,585 | 0.98% | 0.95% | 12 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 5,550,338 | 280,902 | 0.08% | 0.07% | 13 | +1,214,449 | 28.01% | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 5,372,821 | 271,917 | 0.05% | 0.04% | 14 | +534,875 | 11.06% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 5,186,873 | 262,507 | 0.37% | 0.36% | 15 | +303,940 | 6.22% | Q1 2026 | May 15, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Reduced | 4,759,095 | 240,857 | 15.32% | 15.24% | 16 | -125,385 | -2.57% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 3,642,456 | 183,798 | 0.37% | 0.39% | 17 | -2,053,147 | -36.05% | Q1 2026 | Apr 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 3,461,245 | 175,174 | 0.45% | 0.44% | 18 | +189,248 | 5.78% | Q1 2026 | Apr 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 3,402,461 | 172,198 | 0.11% | 0.13% | 19 | -610,956 | -15.22% | Q1 2026 | May 07, 2026 |
| Cetera Investment Advisers | History | Added to | 3,377,302 | 170,925 | 0.18% | 0.17% | 20 | +312,033 | 10.18% | Q1 2026 | May 13, 2026 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | History | Added to | 2,811,500 | 142,290 | 4.98% | 1.34% | 21 | +1,921,600 | 215.93% | Q1 2026 | May 14, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 2,742,910 | 138,818 | 2.15% | 2.11% | 22 | +212,698 | 8.41% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 2,700,377 | 136,843 | 0.03% | 0.04% | 23 | -813,724 | -23.16% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,415,784 | 122,278 | 0.18% | 0.19% | 24 | -161,733 | -6.27% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 2,320,042 | 117,417 | 3.76% | 1.69% | 25 | +394,890 | 20.51% | Q1 2026 | Apr 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,196,693 | 110,998 | 0.05% | 0.05% | 26 | +422,098 | 23.79% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,158,259 | 109,229 | 0.2% | 0.27% | 27 | +472,676 | 28.04% | Q1 2026 | May 01, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 2,134,627 | 108,033 | 3.23% | 2.66% | 28 | +391,002 | 22.42% | Q1 2026 | May 13, 2026 |
| Cornerstone Management, Inc. | History | Added to | 2,054,190 | 103,962 | 16.57% | 15.87% | 29 | +130,306 | 6.77% | Q1 2026 | Apr 16, 2026 |
| Kensington Asset Management, LLC | History | Added to | 1,994,639 | 100,948 | 5.5% | 3.05% | 30 | +832,640 | 71.66% | Q1 2026 | May 21, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 1,919,555 | 96,975 | 5.77% | 6.14% | 31 | +51,567 | 2.76% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,837,530 | 92,997 | 0.09% | 0.08% | 32 | +20,534 | 1.13% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,813,703 | 91,791 | 0.13% | 0.12% | 33 | +43,245 | 2.44% | Q1 2026 | Apr 27, 2026 |
| Focus Partners Wealth | History | Added to | 1,791,951 | 90,690 | 0.1% | 0.08% | 34 | +351,759 | 24.42% | Q1 2026 | May 14, 2026 |
| Ancora Advisors LLC | History | Reduced | 1,790,784 | 90,631 | 1.93% | 1.88% | 35 | -16,193 | -0.9% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 1,757,191 | 88,931 | 0.66% | 0.47% | 36 | +619,736 | 54.48% | Q1 2026 | May 15, 2026 |
| GREENWOOD GEARHART LLC | History | Added to | 1,739,531 | 88,037 | 4.76% | 4.42% | 37 | +151,747 | 9.56% | Q1 2026 | May 06, 2026 |
| Legacy Wealth Management, LLC | History | Added to | 1,666,333 | 84,333 | 4.92% | 4.76% | 38 | +34,971 | 2.14% | Q1 2026 | Apr 22, 2026 |
| ASSETMARK, INC | History | Added to | 1,631,342 | 82,562 | 0.17% | 0.16% | 39 | +108,997 | 7.16% | Q1 2026 | May 06, 2026 |
| Lido Advisors, LLC | History | Added to | 1,609,839 | 81,474 | 0.25% | 0.21% | 40 | +199,286 | 14.13% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 1,603,139 | 81,134 | 0.21% | 0.15% | 41 | +487,822 | 43.74% | Q1 2026 | May 14, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 1,405,198 | 71,117 | 4.57% | 2.62% | 42 | +584,878 | 71.3% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,375,805 | 69,629 | 1.07% | 0.62% | 43 | +567,230 | 70.15% | Q1 2026 | Apr 07, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,325,577 | 67,087 | 0.07% | 0.06% | 44 | +263,116 | 24.76% | Q1 2026 | May 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 1,300,733 | 65,830 | 0.13% | 0.11% | 45 | +33,907 | 2.68% | Q1 2026 | May 01, 2026 |
| Private Advisor Group, LLC | History | Added to | 1,283,840 | 64,975 | 0.3% | 0.27% | 46 | +158,367 | 14.07% | Q1 2026 | Apr 24, 2026 |
| Bramshill Investments, LLC | History | Added to | 1,280,797 | 64,821 | 5.58% | 2.23% | 47 | +500,000 | 64.04% | Q1 2026 | May 15, 2026 |
| Rock Creek Group LLC | History | Reduced | 1,277,074 | 64,633 | 6.54% | 7.35% | 48 | -17,855 | -1.38% | Q1 2026 | May 11, 2026 |
| Fluent Financial, LLC | History | Added to | 1,257,356 | 63,509 | 23.24% | 5.51% | 49 | +971,661 | 340.1% | Q1 2026 | Apr 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 1,249,816 | 63,235 | 0.39% | 0.42% | 50 | -131,024 | -9.49% | Q1 2026 | May 15, 2026 |
| Crane Advisory, LLC | History | Added to | 1,194,881 | 60,365 | 9.04% | 8.97% | 51 | +22,848 | 1.95% | Q1 2026 | Apr 20, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 1,159,813 | 58,698 | 4.39% | 4.33% | 52 | +2,092 | 0.18% | Q1 2026 | May 04, 2026 |
| SEI INVESTMENTS CO | History | Added to | 1,158,003 | 58,606 | 0.05% | 0.06% | 53 | +13,945 | 1.22% | Q1 2026 | May 13, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 1,144,116 | 57,857 | 2.22% | 1.95% | 54 | +184,588 | 19.24% | Q1 2026 | Apr 24, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 1,130,440 | 57,211 | 0.46% | 0.33% | 55 | +578,739 | 104.9% | Q1 2026 | May 15, 2026 |
| Acorns Advisers, LLC | History | Added to | 1,066,602 | 53,981 | 0.4% | 0.38% | 56 | +59,026 | 5.86% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 1,063,710 | 53,834 | 0.09% | 0.11% | 57 | -120,653 | -10.19% | Q1 2026 | May 14, 2026 |
| Gotham Asset Management, LLC | History | Added to | 943,704 | 47,760 | 0.15% | 0.11% | 58 | +374,129 | 65.69% | Q1 2026 | May 15, 2026 |
| Ridgepath Capital Management LLC | History | Added to | 938,877 | 47,516 | 23.62% | 6.95% | 59 | +640,542 | 214.71% | Q1 2026 | May 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 924,343 | 46,781 | 0.13% | 0.15% | 60 | -287,475 | -23.72% | Q1 2026 | May 04, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 923,074 | 46,716 | 0.65% | 0.63% | 61 | +3,675 | 0.4% | Q1 2026 | May 01, 2026 |
| PFG Investments, LLC | History | Reduced | 920,333 | 46,578 | 2.17% | 2.24% | 62 | -20,072 | -2.13% | Q1 2026 | Apr 27, 2026 |
| Valmark Advisers, Inc. | History | Added to | 907,346 | 45,920 | 0.55% | 0.56% | 63 | +5,329 | 0.59% | Q1 2026 | May 01, 2026 |
| Round Rock Advisors LLC | History | Added to | 906,061 | 45,855 | 7.02% | 6.86% | 64 | +5,135 | 0.57% | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | Added to | 861,264 | 43,588 | 1.03% | 0.74% | 65 | +211,609 | 32.57% | Q1 2026 | May 15, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 835,319 | 42,275 | 5.62% | 5.93% | 66 | -44,414 | -5.05% | Q1 2026 | Apr 09, 2026 |
| STEPHENS INC /AR/ | History | Added to | 829,222 | 41,966 | 0.52% | 0.51% | 67 | +22,926 | 2.84% | Q1 2026 | Apr 28, 2026 |
| Alpha Omega Wealth Management LLC | History | Added to | 814,189 | 41,206 | 6.68% | 6.8% | 68 | +3,702 | 0.46% | Q1 2026 | Apr 07, 2026 |
| Intrua Financial, LLC | History | Added to | 808,670 | 40,926 | 4.22% | 0.53% | 69 | +710,213 | 721.34% | Q1 2026 | Apr 23, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 801,965 | 40,587 | 2.1% | 2.0% | 70 | +59,774 | 8.05% | Q1 2026 | Apr 17, 2026 |
| MAI Capital Management | History | Reduced | 788,602 | 39,911 | 0.23% | 0.23% | 71 | -16,574 | -2.06% | Q1 2026 | May 15, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 787,994 | 39,880 | 10.17% | 9.35% | 72 | +130,661 | 19.88% | Q1 2026 | Apr 06, 2026 |
| Naviter Wealth, LLC | History | Added to | 773,899 | 39,167 | 4.89% | 3.83% | 73 | +195,379 | 33.77% | Q1 2026 | Apr 10, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 748,092 | 37,860 | 0.07% | 0.07% | 74 | -12,367 | -1.63% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Added to | 732,218 | 37,057 | 0.2% | 0.11% | 75 | +342,846 | 88.05% | Q1 2026 | May 13, 2026 |
| Great Point Wealth Advisors, LLC | History | Added to | 723,010 | 36,591 | 6.76% | 6.63% | 76 | +4,805 | 0.67% | Q1 2026 | Apr 27, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 720,145 | 36,446 | 0.14% | 0.12% | 77 | +143,283 | 24.84% | Q1 2026 | Apr 30, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Added to | 719,459 | 36,411 | 6.22% | 6.13% | 78 | +5,219 | 0.73% | Q1 2026 | May 04, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 719,059 | 36,391 | 1.98% | 1.94% | 79 | -29,047 | -3.88% | Q1 2026 | May 15, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 717,520 | 36,313 | 7.44% | 7.28% | 80 | +22,409 | 3.22% | Q1 2026 | Apr 06, 2026 |
| Dakota Wealth Management | History | Added to | 704,400 | 35,649 | 0.77% | 0.53% | 81 | +118,844 | 20.3% | Q1 2026 | May 07, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 695,095 | 35,178 | 0.01% | 0.01% | 82 | +17,836 | 2.63% | Q1 2026 | May 13, 2026 |
| San Luis Wealth Advisors LLC | History | Reduced | 693,273 | 35,086 | 5.81% | 6.01% | 83 | -16,149 | -2.28% | Q1 2026 | Apr 29, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 690,378 | 34,940 | 0.7% | 0.79% | 84 | -74,032 | -9.68% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 474,198 | 34,876 | 1.61% | 0.22% | 85 | -740,301 | -60.96% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 688,034 | 34,821 | 0.04% | 0.04% | 86 | +68,286 | 11.02% | Q1 2026 | May 13, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 649,100 | 32,850 | 0.11% | 0.03% | 87 | +456,400 | 236.84% | Q1 2026 | May 15, 2026 |
| Phoenix Wealth Advisors | History | Added to | 646,844 | 32,736 | 12.93% | 12.58% | 88 | +296 | 0.05% | Q1 2026 | Apr 22, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 640,765 | 32,429 | 1.43% | 1.18% | 89 | +145,802 | 29.46% | Q1 2026 | Apr 28, 2026 |
| Roberts Wealth Advisors, LLC | History | Added to | 637,497 | 32,263 | 8.19% | 7.69% | 90 | +55,264 | 9.49% | Q1 2026 | Apr 07, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 617,567 | 31,255 | 1.28% | 1.25% | 91 | +11,507 | 1.9% | Q1 2026 | Apr 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 614,451 | 31,097 | 0.08% | 0.11% | 92 | -328,303 | -34.82% | Q1 2026 | Apr 22, 2026 |
| StrongBox Wealth, LLC | History | Added to | 608,954 | 30,819 | 9.86% | 9.9% | 93 | +13,460 | 2.26% | Q1 2026 | May 08, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 607,469 | 30,751 | 0.98% | 1.15% | 94 | -45,361 | -6.95% | Q1 2026 | May 06, 2026 |
| Independent Advisor Alliance | History | Added to | 604,741 | 30,605 | 0.33% | 0.01% | 95 | +599,790 | 12114.52% | Q1 2026 | May 12, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 603,143 | 30,525 | 0.96% | 0.97% | 96 | +4,329 | 0.72% | Q1 2026 | Apr 08, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 580,877 | 29,398 | 0.38% | 0.34% | 97 | +47,135 | 8.83% | Q1 2026 | May 15, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Added to | 575,835 | 29,143 | 6.68% | 6.41% | 98 | +16,817 | 3.01% | Q1 2026 | May 14, 2026 |
| LexAurum Advisors, LLC | History | New | 557,404 | 28,210 | 3.66% | — | 99 | +557,404 | New | Q1 2026 | Apr 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 557,255 | 28,202 | 0.22% | 0.05% | 100 | +422,667 | 314.05% | Q1 2026 | May 11, 2026 |
| SkyOak Wealth, LLC | History | Added to | 549,606 | 27,815 | 5.09% | 4.96% | 101 | +4,708 | 0.86% | Q1 2026 | Apr 30, 2026 |
| Cobblestone Asset Management LLC | History | Reduced | 546,363 | 27,651 | 12.43% | 13.97% | 102 | -69,015 | -11.22% | Q1 2026 | Apr 28, 2026 |
| Evensky & Katz LLC | History | Added to | 543,785 | 27,521 | 1.57% | 1.5% | 103 | +18,106 | 3.44% | Q1 2026 | Apr 22, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 534,582 | 27,044 | 0.17% | 0.22% | 104 | -90,281 | -14.45% | Q1 2026 | May 15, 2026 |
| ACT Advisors, LLC. | History | Added to | 533,732 | 27,012 | 11.49% | 0.14% | 105 | +526,854 | 7659.99% | Q1 2026 | Apr 14, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | Added to | 525,345 | 26,587 | 2.15% | 2.0% | 106 | +14,208 | 2.78% | Q1 2026 | Apr 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 521,136 | 26,374 | 0.19% | 0.2% | 107 | +1,508 | 0.29% | Q1 2026 | Apr 14, 2026 |
| Leverty Financial Group, LLC | History | New | 516,840 | 26,157 | 5.79% | — | 108 | +516,840 | New | Q1 2026 | Apr 09, 2026 |
| American Trust | History | Reduced | 516,363 | 26,133 | 2.31% | 2.23% | 109 | -8,861 | -1.69% | Q1 2026 | May 01, 2026 |
| Family Investment Center, Inc. | History | Added to | 511,390 | 25,881 | 4.98% | 4.03% | 110 | +116,836 | 29.61% | Q1 2026 | Apr 24, 2026 |
| LPWM LLC | History | Added to | 509,362 | 25,778 | 6.5% | 4.11% | 111 | +187,463 | 58.24% | Q1 2026 | Apr 08, 2026 |
| Sollinda Capital Management LLC | History | Reduced | 502,626 | 25,437 | 6.18% | 6.5% | 112 | -670 | -0.13% | Q1 2026 | Apr 30, 2026 |
| Spire Wealth Management | History | Reduced | 497,773 | 25,192 | 0.86% | 0.87% | 113 | -18,229 | -3.53% | Q1 2026 | Apr 22, 2026 |
| MASON STREET ADVISORS, LLC | History | Added to | 486,336 | 24,613 | 2.41% | 2.39% | 114 | +5,601 | 1.17% | Q1 2026 | May 06, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Added to | 481,467 | 24,367 | 5.59% | 5.55% | 115 | +20,451 | 4.44% | Q1 2026 | Apr 20, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 481,263 | 24,356 | 1.18% | 1.21% | 116 | -16,214 | -3.26% | Q1 2026 | May 04, 2026 |
| Jacobi Capital Management LLC | History | Added to | 475,030 | 24,041 | 1.34% | 1.13% | 117 | +90,571 | 23.56% | Q1 2026 | May 13, 2026 |
| Requisite Capital Management, LLC | History | Added to | 473,209 | 23,949 | 4.46% | 2.76% | 118 | +186,784 | 65.21% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Added to | 473,122 | 23,909 | 0.12% | 0.09% | 119 | +141,317 | 42.59% | Q1 2026 | May 15, 2026 |
| IRONWOOD WEALTH MANAGEMENT, INC. | History | Added to | 466,293 | 23,547 | 10.55% | 10.55% | 120 | +1,829 | 0.39% | Q1 2026 | Apr 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 463,016 | 23,420 | 0.03% | 0.03% | 121 | -6,347 | -1.35% | Q1 2026 | May 15, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 455,063 | 23,031 | 1.61% | 1.6% | 122 | -24,054 | -5.02% | Q1 2026 | Apr 28, 2026 |
| Saiph Capital, LLC | History | Reduced | 451,721 | 22,861 | 8.65% | 8.54% | 123 | -18,439 | -3.92% | Q1 2026 | May 12, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 451,530 | 22,851 | 0.64% | 0.97% | 124 | -230,660 | -33.81% | Q1 2026 | May 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 450,943 | 22,822 | 0.26% | 0.22% | 125 | +64,008 | 16.54% | Q1 2026 | Apr 28, 2026 |
| Clarus Group, Inc. | History | Reduced | 450,369 | 22,793 | 8.17% | 8.26% | 126 | -2,774 | -0.61% | Q1 2026 | Apr 21, 2026 |
| MCMORGAN & CO LLC | History | Reduced | 448,136 | 22,680 | 3.67% | 8.38% | 127 | -551,131 | -55.15% | Q1 2026 | May 05, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 446,612 | 22,603 | 3.03% | 3.07% | 128 | +988 | 0.22% | Q1 2026 | Apr 08, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 444,095 | 22,475 | 1.61% | 1.52% | 129 | +10,057 | 2.32% | Q1 2026 | Apr 10, 2026 |
| Arbor Investment Advisors, LLC | History | Added to | 443,066 | 22,423 | 2.92% | 2.76% | 130 | +28,881 | 6.97% | Q1 2026 | Apr 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 438,563 | 22,195 | 0.34% | 0.4% | 131 | +45,255 | 11.51% | Q1 2026 | May 15, 2026 |
| WJ Wealth Management, LLC | History | Added to | 435,278 | 22,029 | 10.32% | 8.02% | 132 | +72,978 | 20.14% | Q1 2026 | Apr 28, 2026 |
| Souders Financial Advisors | History | Added to | 426,724 | 21,596 | 2.46% | 2.43% | 133 | +7,904 | 1.89% | Q1 2026 | May 04, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Reduced | 424,174 | 21,467 | 0.69% | 0.7% | 134 | -12,112 | -2.78% | Q1 2026 | Apr 30, 2026 |
| Thomasville National Bank | History | No change | 424,130 | 21,456 | 1.33% | 1.33% | 135 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 416,201 | 21,063 | 1.54% | 1.51% | 136 | -5,383 | -1.28% | Q1 2026 | May 05, 2026 |
| Mainstream Capital Management LLC | History | Added to | 412,339 | 20,868 | 14.0% | 13.57% | 137 | +2,486 | 0.61% | Q1 2026 | Apr 17, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 403,114 | 20,401 | 1.38% | 1.31% | 138 | +30,833 | 8.28% | Q1 2026 | Apr 29, 2026 |
| White Wing Wealth Management | History | Added to | 401,808 | 20,335 | 12.2% | 12.11% | 139 | +726 | 0.18% | Q1 2026 | Apr 13, 2026 |
| Compass Financial Services Inc | History | Reduced | 399,647 | 20,226 | 8.76% | 9.7% | 140 | -45,208 | -10.16% | Q1 2026 | May 01, 2026 |
| IMZ Advisory Inc | History | Reduced | 398,526 | 20,169 | 7.63% | 7.39% | 141 | -494 | -0.12% | Q1 2026 | Apr 08, 2026 |
| CEERA INVESTMENTS, LLC | History | Added to | 395,152 | 19,998 | 8.77% | 4.72% | 142 | +153,749 | 63.69% | Q1 2026 | May 06, 2026 |
| Ridgeline Wealth Planning, LLC | History | Reduced | 393,352 | 19,907 | 14.54% | 14.23% | 143 | -929 | -0.24% | Q1 2026 | May 05, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 387,770 | 19,625 | 0.03% | 0.04% | 144 | -103,937 | -21.14% | Q1 2026 | May 14, 2026 |
| Beacon Bank & Trust | History | Reduced | 387,779 | 19,625 | 4.02% | 4.3% | 145 | -31,387 | -7.49% | Q1 2026 | Apr 28, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 385,564 | 19,513 | 4.03% | 4.67% | 146 | -44,655 | -10.38% | Q1 2026 | Apr 30, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 380,492 | 19,256 | 1.21% | 1.43% | 147 | -47,304 | -11.06% | Q1 2026 | Apr 27, 2026 |
| Legacy CG, LLC | History | Added to | 379,800 | 19,221 | 5.34% | 4.37% | 148 | +70,957 | 22.98% | Q1 2026 | May 05, 2026 |
| Savant Capital, LLC | History | Added to | 379,636 | 19,213 | 0.09% | 0.03% | 149 | +266,523 | 235.63% | Q1 2026 | May 04, 2026 |
| COMERICA BANK | History | No change | 378,570 | 19,151 | 0.08% | 0.08% | 150 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Cooper Financial Group | History | Reduced | 367,853 | 18,617 | 1.88% | 2.06% | 151 | -15,715 | -4.1% | Q1 2026 | Apr 07, 2026 |
| Legacy Wealth Advisors, LLC | History | Reduced | 367,719 | 18,610 | 9.5% | 14.23% | 152 | -58,431 | -13.71% | Q1 2026 | May 06, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 365,832 | 18,514 | 2.08% | 1.78% | 153 | +26,291 | 7.74% | Q1 2026 | Apr 15, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | Added to | 365,353 | 18,490 | 4.85% | 4.21% | 154 | +57,042 | 18.5% | Q1 2026 | Apr 10, 2026 |
| IFP Advisors, Inc | History | Reduced | 362,467 | 18,344 | 0.38% | 0.44% | 155 | -29,329 | -7.49% | Q1 2026 | Apr 13, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 362,063 | 18,324 | 0.27% | 0.34% | 156 | -80,858 | -18.26% | Q1 2026 | Apr 09, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 361,601 | 18,300 | 2.02% | 1.89% | 157 | +28,215 | 8.46% | Q1 2026 | May 11, 2026 |
| Selby Wealth Management, LLC | History | Reduced | 361,238 | 18,282 | 7.2% | 7.66% | 158 | -14,520 | -3.86% | Q1 2026 | Apr 08, 2026 |
| Sowell Financial Services LLC | History | Added to | 358,743 | 18,155 | 0.67% | 0.63% | 159 | +18,395 | 5.4% | Q1 2026 | Apr 20, 2026 |
| Essex Financial Services, Inc. | History | Added to | 358,690 | 18,153 | 1.02% | 0.89% | 160 | +48,813 | 15.75% | Q1 2026 | Apr 24, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 354,304 | 17,934 | 0.14% | 0.12% | 161 | +48,639 | 15.91% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 352,078 | 17,818 | 0.02% | 0.02% | 162 | +38,500 | 12.28% | Q1 2026 | Apr 27, 2026 |
| LANE BROTHERS & CO INC | History | Added to | 351,003 | 17,764 | 12.95% | 12.15% | 163 | +19,097 | 5.75% | Q1 2026 | May 05, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | Added to | 349,703 | 17,698 | 1.57% | 1.01% | 164 | +132,005 | 60.64% | Q1 2026 | May 01, 2026 |
| Prospera Financial Services Inc | History | Added to | 347,717 | 17,598 | 0.28% | 0.16% | 165 | +151,251 | 76.99% | Q1 2026 | Apr 14, 2026 |
| VCI Wealth Management LLC | History | Added to | 345,750 | 17,498 | 4.85% | 4.32% | 166 | +38,489 | 12.53% | Q1 2026 | Apr 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 344,966 | 17,400 | 0.16% | 0.08% | 167 | +197,401 | 133.77% | Q1 2026 | Apr 07, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 341,729 | 17,294 | 2.74% | 3.21% | 168 | -1,656 | -0.48% | Q1 2026 | Apr 17, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 335,836 | 16,996 | 0.17% | 0.18% | 169 | -23,235 | -6.47% | Q1 2026 | May 08, 2026 |
| Flaharty Asset Management, LLC | History | Added to | 332,006 | 16,802 | 2.09% | 2.08% | 170 | +3,493 | 1.06% | Q1 2026 | May 04, 2026 |
| Verum Partners LLC | History | Added to | 330,356 | 16,719 | 3.18% | 3.17% | 171 | +19,101 | 6.14% | Q1 2026 | Apr 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 329,687 | 16,685 | 0.93% | 0.92% | 172 | +7,862 | 2.44% | Q1 2026 | Apr 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 324,991 | 16,447 | 0.02% | 0.04% | 173 | -5,073 | -1.54% | Q1 2026 | May 15, 2026 |
| Palumbo Wealth Management LLC | History | Added to | 322,375 | 16,315 | 3.98% | 3.87% | 174 | +12,107 | 3.9% | Q1 2026 | May 12, 2026 |
| Allworth Financial LP | History | Reduced | 321,446 | 16,268 | 0.07% | 0.07% | 175 | -6,595 | -2.01% | Q1 2026 | May 14, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | Added to | 313,764 | 15,879 | 2.35% | 1.97% | 176 | +45,845 | 17.11% | Q1 2026 | May 05, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 312,515 | 15,816 | 0.35% | 0.37% | 177 | -11,394 | -3.52% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 308,914 | 15,634 | 0.25% | 0.25% | 178 | +25,061 | 8.83% | Q1 2026 | Apr 22, 2026 |
| KWMG, LLC | History | Added to | 308,822 | 15,629 | 1.3% | 1.28% | 179 | +14,964 | 5.09% | Q1 2026 | Apr 09, 2026 |
| Allen Capital Group, LLC | History | No change | 308,587 | 15,611 | 1.43% | 1.43% | 180 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Neuberger Berman Group LLC | History | Added to | 305,877 | 15,480 | 0.01% | 0.01% | 181 | +151,047 | 97.56% | Q1 2026 | May 14, 2026 |
| RPg Family Wealth Advisory, LLC | History | Added to | 305,065 | 15,439 | 3.22% | 3.04% | 182 | +32,662 | 11.99% | Q1 2026 | May 14, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 300,950 | 15,231 | 0.06% | 0.05% | 183 | +47,398 | 18.69% | Q1 2026 | May 13, 2026 |
| Causey Wealth LLC | History | Added to | 299,116 | 15,138 | 6.43% | 5.27% | 184 | +85,561 | 40.07% | Q1 2026 | May 12, 2026 |
| Composition Wealth, LLC | History | Reduced | 295,716 | 14,966 | 0.21% | 0.22% | 185 | -13,972 | -4.51% | Q1 2026 | Apr 08, 2026 |
| Ruggaard & Associates LLC | History | No change | 288,921 | 14,616 | 5.75% | 5.75% | 186 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 287,134 | 14,531 | 0.49% | 0.52% | 187 | -8,755 | -2.96% | Q1 2026 | May 14, 2026 |
| IronBridge Private Wealth, LLC | History | Added to | 286,919 | 14,520 | 4.68% | 4.59% | 188 | +1,125 | 0.39% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 286,738 | 14,511 | 0.19% | 0.14% | 189 | +85,478 | 42.47% | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 284,018 | 14,374 | 0.28% | 0.29% | 190 | -22,460 | -7.33% | Q1 2026 | May 12, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 284,014 | 14,373 | 0.09% | 0.04% | 191 | +152,343 | 115.7% | Q1 2026 | May 15, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | Added to | 283,399 | 14,342 | 6.64% | 4.49% | 192 | +91,276 | 47.51% | Q1 2026 | May 05, 2026 |
| Insight Wealth Partners, LLC | History | Added to | 276,178 | 13,977 | 1.96% | 1.86% | 193 | +7,976 | 2.97% | Q1 2026 | May 13, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Added to | 275,333 | 13,934 | 2.78% | 2.54% | 194 | +34,541 | 14.34% | Q1 2026 | Apr 09, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 272,925 | 13,812 | 0.73% | 1.29% | 195 | -187,787 | -40.76% | Q1 2026 | Apr 29, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 271,640 | 13,747 | 0.63% | 0.61% | 196 | -5,882 | -2.12% | Q1 2026 | May 06, 2026 |
| NewEdge Wealth, LLC | History | Added to | 270,158 | 13,672 | 0.16% | 0.14% | 197 | +21,879 | 8.81% | Q1 2026 | May 13, 2026 |
| TD Capital Management LLC | History | Added to | 268,412 | 13,584 | 1.22% | 1.2% | 198 | +1,657 | 0.62% | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | New | 267,115 | 13,518 | 0.0% | — | 199 | +267,115 | New | Q1 2026 | May 15, 2026 |
| Paradigm Capital Management, LLC/NV | History | Added to | 265,661 | 13,445 | 12.32% | 11.52% | 200 | +20,672 | 8.44% | Q1 2026 | May 05, 2026 |
| Arcus Capital Partners, LLC | History | Added to | 265,538 | 13,438 | 4.83% | 0.73% | 201 | +225,485 | 562.97% | Q1 2026 | May 06, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 265,425 | 13,433 | 0.73% | 0.4% | 202 | +127,642 | 92.64% | Q1 2026 | May 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 265,194 | 13,421 | 0.64% | 0.6% | 203 | +6,736 | 2.61% | Q1 2026 | May 18, 2026 |
| NavPoint Financial, Inc. | History | Added to | 264,941 | 13,408 | 5.42% | 5.49% | 204 | +10,972 | 4.32% | Q1 2026 | Apr 24, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | Reduced | 261,146 | 13,216 | 8.97% | 9.74% | 205 | -32,158 | -10.96% | Q1 2026 | May 07, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | Added to | 260,513 | 13,184 | 5.47% | 4.98% | 206 | +18,117 | 7.47% | Q1 2026 | May 06, 2026 |
| Larson Financial Group LLC | History | Added to | 258,132 | 13,064 | 0.42% | 0.01% | 207 | +250,510 | 3286.67% | Q1 2026 | May 15, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 256,712 | 12,992 | 1.6% | 1.82% | 208 | -27,274 | -9.6% | Q1 2026 | May 08, 2026 |
| Heritage Financial Services, LLC | History | No change | 255,596 | 12,930 | 1.08% | 1.08% | 209 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| REDW Wealth LLC | History | Reduced | 254,253 | 12,867 | 5.13% | 5.16% | 210 | -13,291 | -4.97% | Q1 2026 | May 07, 2026 |
| Aspen Wealth Management LLC | History | Added to | 254,224 | 12,866 | 2.57% | 2.31% | 211 | +36,566 | 16.8% | Q1 2026 | Apr 01, 2026 |
| Crestmont Private Wealth LLC | History | Added to | 253,615 | 12,835 | 4.04% | 3.96% | 212 | +12,945 | 5.38% | Q1 2026 | May 08, 2026 |
| Massachusetts Wealth Management | History | Added to | 252,285 | 12,768 | 5.53% | 5.09% | 213 | +36,130 | 16.71% | Q1 2026 | Apr 15, 2026 |
| RAHLFS CAPITAL, LLC | History | Added to | 251,930 | 12,750 | 9.37% | 8.53% | 214 | +34,925 | 16.09% | Q1 2026 | May 11, 2026 |
| Wellington Grp LLC | History | Added to | 251,614 | 12,734 | 3.92% | 3.87% | 215 | +21,937 | 9.55% | Q1 2026 | May 22, 2026 |
| Independent Wealth Network Inc. | History | Added to | 249,917 | 12,648 | 3.76% | 3.07% | 216 | +51,511 | 25.96% | Q1 2026 | Apr 20, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 247,391 | 12,520 | 0.08% | 0.12% | 217 | -130,131 | -34.47% | Q1 2026 | May 05, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 247,091 | 12,504 | 0.23% | 0.23% | 218 | +11,475 | 4.87% | Q1 2026 | May 11, 2026 |
| Paragon Advisors, LLC | History | Added to | 246,546 | 12,477 | 3.36% | 0.24% | 219 | +229,287 | 1328.51% | Q1 2026 | May 04, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 243,018 | 12,294 | 0.22% | 0.38% | 220 | +82,761 | 51.64% | Q1 2026 | May 01, 2026 |
| FRG Family Wealth Advisors LLC | History | Added to | 242,641 | 12,280 | 2.01% | 1.25% | 221 | +83,823 | 52.78% | Q1 2026 | Apr 24, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | New | 241,386 | 12,216 | 2.4% | — | 222 | +241,386 | New | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 239,812 | 12,136 | 0.47% | 0.47% | 223 | +156,156 | 186.66% | Q1 2026 | May 15, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Added to | 239,599 | 12,126 | 5.58% | 4.11% | 224 | +61,298 | 34.38% | Q1 2026 | Apr 22, 2026 |
| BFSG, LLC | History | Added to | 238,673 | 12,079 | 1.14% | 1.14% | 225 | +6,096 | 2.62% | Q1 2026 | Apr 28, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 236,196 | 11,953 | 0.4% | 0.3% | 226 | -16,270 | -6.44% | Q1 2026 | Apr 23, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 235,144 | 11,900 | 0.55% | 0.64% | 227 | -41,159 | -14.9% | Q1 2026 | Apr 29, 2026 |
| Choice Wealth Advisors LLC | History | Added to | 234,932 | 11,889 | 4.67% | 4.54% | 228 | +8,150 | 3.59% | Q1 2026 | Apr 08, 2026 |
| Wealth Advisors of Tampa Bay, LLC | History | Added to | 232,936 | 11,788 | 3.9% | 3.45% | 229 | +35,492 | 17.98% | Q1 2026 | May 14, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 232,833 | 11,783 | 0.12% | 0.09% | 230 | +39,241 | 20.27% | Q1 2026 | May 14, 2026 |
| Taylor Securities Services, Inc. | History | Reduced | 232,500 | 11,766 | 5.49% | 6.1% | 231 | -31,819 | -12.04% | Q1 2026 | May 14, 2026 |
| Kendall Capital Management | History | Added to | 230,873 | 11,684 | 2.39% | 2.32% | 232 | +11,515 | 5.25% | Q1 2026 | Apr 24, 2026 |
| Stewardship Advisors, LLC | History | Added to | 229,684 | 11,624 | 2.67% | 1.97% | 233 | +61,075 | 36.22% | Q1 2026 | Apr 17, 2026 |
| Krilogy Financial LLC | History | Reduced | 230,004 | 11,619 | 0.37% | 0.47% | 234 | -43,493 | -15.9% | Q1 2026 | Apr 17, 2026 |
| Mutual Advisors, LLC | History | Reduced | 229,316 | 11,605 | 0.25% | 0.28% | 235 | -26,618 | -10.4% | Q1 2026 | May 01, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 228,084 | 11,543 | 1.22% | 1.19% | 236 | +10,990 | 5.06% | Q1 2026 | May 04, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Added to | 227,860 | 11,532 | 4.01% | 3.87% | 237 | +2,787 | 1.24% | Q1 2026 | Apr 21, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | Added to | 227,539 | 11,515 | 7.73% | 7.79% | 238 | +9,479 | 4.35% | Q1 2026 | Apr 27, 2026 |
| NorthCoast Asset Management LLC | History | Reduced | 227,000 | 11,488 | 0.27% | 1.51% | 239 | -1,121,757 | -83.17% | Q1 2026 | May 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 224,513 | 11,362 | 0.08% | 0.09% | 240 | +11,428 | 5.36% | Q1 2026 | Apr 15, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Added to | 223,357 | 11,304 | 4.41% | 4.15% | 241 | +7,702 | 3.57% | Q1 2026 | Apr 29, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | New | 222,751 | 11,273 | 4.26% | — | 242 | +222,751 | New | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 222,578 | 11,264 | 0.0% | — | 243 | +222,578 | New | Q1 2026 | May 15, 2026 |
| Ironwood Investment Counsel, LLC | History | Added to | 222,282 | 11,249 | 1.62% | 0.97% | 244 | +84,682 | 61.54% | Q1 2026 | May 07, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 220,751 | 11,172 | 0.5% | 0.58% | 245 | -35,144 | -13.73% | Q1 2026 | May 05, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 220,612 | 11,165 | 1.26% | 1.03% | 246 | +45,959 | 26.31% | Q1 2026 | Apr 07, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Reduced | 219,764 | 11,122 | 5.5% | 6.58% | 247 | -33,114 | -13.09% | Q1 2026 | Apr 16, 2026 |
| Financial Security Advisor, Inc. | History | Reduced | 217,084 | 10,986 | 2.02% | 2.22% | 248 | -8,462 | -3.75% | Q1 2026 | May 04, 2026 |
| Perennial Advisors, LLC | History | Added to | 217,043 | 10,984 | 1.87% | 1.7% | 249 | +16,168 | 8.05% | Q1 2026 | Apr 13, 2026 |
| Invst, LLC | History | Added to | 216,586 | 10,961 | 1.24% | 1.02% | 250 | +30,501 | 16.39% | Q1 2026 | May 13, 2026 |
| American Financial Advisors, LLC | History | Added to | 213,543 | 10,807 | 1.44% | 1.24% | 251 | +24,305 | 12.84% | Q1 2026 | May 13, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Reduced | 210,568 | 10,656 | 3.39% | 6.69% | 252 | -145,796 | -40.91% | Q1 2026 | Apr 24, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 210,354 | 10,646 | 0.12% | 0.15% | 253 | -36,203 | -14.68% | Q1 2026 | May 08, 2026 |
| Frisch Financial Group, Inc. | History | Reduced | 206,827 | 10,467 | 2.19% | 3.77% | 254 | -124,852 | -37.64% | Q1 2026 | May 05, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 206,566 | 10,454 | 0.33% | 0.3% | 255 | +17,957 | 9.52% | Q1 2026 | May 11, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 204,327 | 10,340 | 1.33% | 1.28% | 256 | +19,330 | 10.45% | Q1 2026 | Apr 27, 2026 |
| Sandbox Financial Partners, LLC | History | Added to | 201,987 | 10,222 | 2.87% | 2.63% | 257 | +14,455 | 7.71% | Q1 2026 | Apr 08, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 201,773 | 10,211 | 0.04% | 0.05% | 258 | -28,112 | -12.23% | Q1 2026 | May 15, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 201,340 | 10,189 | 0.96% | 0.93% | 259 | +8,620 | 4.47% | Q1 2026 | May 04, 2026 |
| Mach-1 Financial Group, LLC | History | Added to | 201,174 | 10,181 | 3.58% | 2.05% | 260 | +3,486 | 1.76% | Q1 2026 | May 13, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 200,245 | 10,134 | 5.54% | 5.62% | 261 | -3,890 | -1.91% | Q1 2026 | Apr 21, 2026 |
| Prosperitas Financial LLC | History | Added to | 197,726 | 10,006 | 3.73% | 0.73% | 262 | +160,680 | 433.73% | Q1 2026 | May 15, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 197,454 | 9,993 | 0.71% | 0.7% | 263 | +4,580 | 2.37% | Q1 2026 | May 15, 2026 |
| Scott Capital Advisors, LLC | History | Reduced | 195,754 | 9,885 | 2.0% | 2.78% | 264 | -52,696 | -21.21% | Q1 2026 | Apr 15, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 193,368 | 9,786 | 1.06% | 1.23% | 265 | -25,550 | -11.67% | Q1 2026 | Apr 24, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 191,079 | 9,670 | 0.18% | 0.16% | 266 | +15,541 | 8.85% | Q1 2026 | Apr 10, 2026 |
| Investment Advisory Services Group LLC | History | Added to | 190,301 | 9,631 | 8.38% | 8.38% | 267 | +3,759 | 2.02% | Q1 2026 | Apr 28, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 188,311 | 9,530 | 2.64% | 2.3% | 268 | +44,499 | 30.94% | Q1 2026 | Apr 09, 2026 |
| Syverson Strege & Co | History | Added to | 185,965 | 9,411 | 2.26% | 2.1% | 269 | +10,558 | 6.02% | Q1 2026 | May 04, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 184,097 | 9,317 | 0.05% | 0.03% | 270 | +110,043 | 148.6% | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 183,920 | 9,308 | 0.36% | 0.34% | 271 | +2,462 | 1.36% | Q1 2026 | May 12, 2026 |
| Financial Enhancement Group LLC | History | Added to | 181,797 | 9,191 | 1.14% | 1.14% | 272 | +8,373 | 4.83% | Q1 2026 | Apr 20, 2026 |
| CHOREO, LLC | History | Added to | 179,828 | 9,101 | 0.11% | 0.12% | 273 | +278 | 0.15% | Q1 2026 | May 12, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 179,802 | 9,096 | 1.2% | 1.05% | 274 | +26,411 | 17.22% | Q1 2026 | Apr 30, 2026 |
| Flavin Financial Services, Inc. | History | Added to | 178,486 | 9,033 | 6.08% | 6.18% | 275 | +358 | 0.2% | Q1 2026 | May 07, 2026 |
| Apella Capital, LLC | History | Added to | 178,320 | 9,015 | 0.13% | 0.05% | 276 | +123,776 | 226.93% | Q1 2026 | Apr 20, 2026 |
| Hudock, Inc. | History | Reduced | 176,744 | 8,945 | 1.32% | 1.8% | 277 | -65,112 | -26.92% | Q1 2026 | May 13, 2026 |
| Rockingstone Advisors LLC | History | Added to | 176,552 | 8,935 | 4.1% | 3.94% | 278 | +5,482 | 3.2% | Q1 2026 | Apr 09, 2026 |
| Hardworking Capital Advisors, LLC | History | Reduced | 175,740 | 8,894 | 8.32% | 8.52% | 279 | -9,709 | -5.24% | Q1 2026 | May 08, 2026 |
| Guardian Wealth Advisors, LLC | History | Added to | 174,962 | 8,854 | 5.09% | 3.77% | 280 | +42,857 | 32.44% | Q1 2026 | May 01, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 174,308 | 8,821 | 0.52% | 0.45% | 281 | +22,454 | 14.79% | Q1 2026 | May 13, 2026 |
| Anchor Investment Management, LLC | History | Added to | 174,071 | 8,809 | 0.73% | 0.7% | 282 | +2,555 | 1.49% | Q1 2026 | May 01, 2026 |
| Atria Investments, Inc | History | Added to | 173,857 | 8,798 | 0.1% | 0.08% | 283 | +36,941 | 26.98% | Q1 2026 | May 05, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | Added to | 172,257 | 8,717 | 3.42% | 3.16% | 284 | +11,470 | 7.13% | Q1 2026 | May 12, 2026 |
| Cottage Street Advisors LLC | History | Added to | 171,808 | 8,695 | 3.76% | 2.78% | 285 | +41,926 | 32.28% | Q1 2026 | Apr 20, 2026 |
| O'Connor Financial Group LLC | History | Added to | 171,589 | 8,684 | 3.55% | 2.87% | 286 | +29,617 | 20.86% | Q1 2026 | Apr 23, 2026 |
| Wills Financial Group LLC | History | Added to | 171,644 | 8,671 | 3.27% | 3.28% | 287 | +2,166 | 1.28% | Q1 2026 | May 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 170,470 | 8,627 | 2.86% | 2.7% | 288 | +9,917 | 6.18% | Q1 2026 | Apr 09, 2026 |
| J. Mark Nickell & Co. | History | Reduced | 170,261 | 8,616 | 8.94% | 8.39% | 289 | -9,422 | -5.24% | Q1 2026 | May 15, 2026 |
| Alexis Investment Partners, LLC | History | Reduced | 169,467 | 8,569 | 5.9% | 3.49% | 290 | -15,858 | -8.56% | Q1 2026 | Apr 24, 2026 |
| Ascension Capital Advisors, Inc. | History | Reduced | 168,970 | 8,551 | 2.69% | 2.97% | 291 | -2,402 | -1.4% | Q1 2026 | May 13, 2026 |
| Avestar Capital, LLC | History | Added to | 168,353 | 8,520 | 0.55% | 0.47% | 292 | +26,101 | 18.35% | Q1 2026 | May 13, 2026 |
| Independent Solutions Wealth Management, LLC | History | Added to | 167,656 | 8,485 | 1.25% | 0.67% | 293 | +95,822 | 133.39% | Q1 2026 | Apr 27, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | Added to | 167,306 | 8,467 | 4.6% | 4.37% | 294 | +4,904 | 3.02% | Q1 2026 | Apr 23, 2026 |
| Helium Advisors LLC | History | Reduced | 166,111 | 8,406 | 8.0% | 8.73% | 295 | -4,208 | -2.47% | Q1 2026 | May 05, 2026 |
| WEST PACES ADVISORS INC. | History | Reduced | 163,353 | 8,267 | 1.6% | 1.63% | 296 | -3,518 | -2.11% | Q1 2026 | May 05, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 163,260 | 8,262 | 0.3% | 0.29% | 297 | +10,708 | 7.02% | Q1 2026 | May 07, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 159,152 | 8,054 | 0.49% | 0.41% | 298 | -7,255 | -4.36% | Q1 2026 | Apr 28, 2026 |
| Scarborough Advisors, LLC | History | Added to | 158,477 | 8,020 | 0.88% | 1.13% | 299 | +26,442 | 20.03% | Q1 2026 | May 07, 2026 |
| Rothschild Wealth LLC | History | Added to | 157,732 | 7,982 | 0.72% | 0.19% | 300 | +118,636 | 303.45% | Q1 2026 | May 06, 2026 |