J.P. Morgan Exchange-Traded Fund Trust - JQUA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Savant Capital, LLC | History | No change | 12,544,726 | 906,734 | 2.66% | 2.66% | 1 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LPL Financial LLC | History | No change | 3,519,434 | 254,384 | 0.06% | 0.06% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sage Mountain Advisors LLC | History | No change | 2,910,657 | 210,382 | 12.94% | 12.94% | 3 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Focus Partners Wealth | History | No change | 2,634,467 | 190,419 | 0.2% | 0.2% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ST GERMAIN D J CO INC | History | No change | 1,918,286 | 138,653 | 4.99% | 4.99% | 5 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,858,109 | 133,170 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 1,809,452 | 130,787 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,620,104 | 117,101 | 0.03% | 0.03% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,385,216 | 100,123 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savvy Advisors, Inc. | History | No change | 1,314,796 | 95,033 | 2.02% | 2.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Facet Wealth, Inc. | History | No change | 1,268,937 | 91,718 | 1.31% | 1.31% | 11 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 1,260,449 | 91,105 | 8.86% | 8.86% | 12 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cetera Investment Advisers | History | No change | 1,194,066 | 86,307 | 0.08% | 0.08% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,051,811 | 76,024 | 0.04% | 0.04% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RVW Wealth, LLC | History | Added to | 1,010,151 | 74,549 | 4.78% | 4.53% | 15 | +57,356 | 6.02% | Q3 2026 | Oct 06, 2026 |
| EP Wealth Advisors, LLC | History | No change | 1,025,040 | 74,089 | 0.28% | 0.28% | 16 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LVZ, Inc. | History | No change | 1,015,715 | 73,415 | 7.46% | 7.46% | 17 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Hughes Financial Services, LLC | History | No change | 1,011,274 | 73,094 | 9.69% | 9.69% | 18 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 980,654 | 70,881 | 1.96% | 1.96% | 19 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | No change | 973,572 | 70,369 | 3.31% | 3.31% | 20 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| UMB Bank, n.a. | History | No change | 901,926 | 65,191 | 0.83% | 0.83% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 896,995 | 64,839 | 0.08% | 0.08% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 874,194 | 63,186 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 855,394 | 61,828 | 0.14% | 0.14% | 24 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 782,659 | 56,570 | 0.07% | 0.07% | 25 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 774,472 | 55,978 | 0.17% | 0.17% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TFC Financial Management, Inc. | History | No change | 764,173 | 55,234 | 6.12% | 6.12% | 27 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Warren Street Wealth Advisors, LLC | History | No change | 695,856 | 50,296 | 11.22% | 11.22% | 28 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Vertex Planning Partners, LLC | History | No change | 688,073 | 49,733 | 7.38% | 7.38% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 683,750 | 49,421 | 0.16% | 0.16% | 30 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Intellus Advisors LLC | History | No change | 570,632 | 41,245 | 5.01% | 5.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | No change | 567,142 | 40,992 | 0.24% | 0.24% | 32 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Goldstone Financial Group, LLC | History | No change | 556,388 | 40,215 | 3.68% | 3.68% | 33 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | No change | 535,194 | 38,683 | 11.02% | 11.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 494,295 | 35,727 | 0.45% | 0.45% | 35 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 460,857 | 33,310 | 0.45% | 0.45% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 459,444 | 33,300 | 0.06% | 0.06% | 37 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Breakwater Capital Group | History | No change | 444,100 | 32,099 | 3.85% | 3.85% | 38 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 441,326 | 31,899 | 0.6% | 0.6% | 39 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SIGNATUREFD, LLC | History | No change | 439,499 | 31,767 | 0.42% | 0.42% | 40 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HEMMING& WEALTH MANAGEMENT, INC. | History | No change | 435,713 | 31,493 | 19.17% | 19.17% | 41 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NewEdge Advisors, LLC | History | No change | 431,073 | 31,157 | 0.09% | 0.09% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| One Capital Management, LLC | History | No change | 491,596 | 30,144 | 0.84% | 0.84% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 392,158 | 28,345 | 0.03% | 0.03% | 44 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Strategent Financial, LLC | History | No change | 381,137 | 27,548 | 15.87% | 15.87% | 45 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 384,142 | 27,158 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanchez Wealth Management Group | History | No change | 375,076 | 27,110 | 4.75% | 4.75% | 47 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | No change | 371,322 | 26,839 | 6.77% | 6.77% | 48 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 349,995 | 25,297 | 0.25% | 0.25% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 348,347 | 25,178 | 0.71% | 0.71% | 50 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 347,557 | 25,121 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 343,162 | 24,803 | 4.89% | 4.89% | 52 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Tull Financial Group, Inc. | History | No change | 335,421 | 24,244 | 9.49% | 9.49% | 53 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Geneos Wealth Management Inc. | History | No change | 331,532 | 23,963 | 0.49% | 0.49% | 54 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 318,031 | 22,987 | 0.46% | 0.46% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 317,843 | 22,973 | 0.04% | 0.04% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VALICENTI ADVISORY SERVICES INC | History | No change | 292,987 | 21,177 | 4.0% | 4.0% | 57 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cerity Partners LLC | History | No change | 288,029 | 20,818 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 282,105 | 20,391 | 0.13% | 0.13% | 59 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| KELLY FINANCIAL GROUP LLC | History | No change | 270,282 | 19,535 | 4.34% | 4.34% | 60 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| REDW Wealth LLC | History | No change | 269,822 | 19,502 | 6.99% | 6.99% | 61 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ROYAL BANK OF CANADA | History | No change | 262,677 | 18,985 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 257,203 | 18,590 | 0.8% | 0.8% | 63 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Mason & Associates Inc | History | No change | 247,077 | 17,858 | 2.88% | 2.88% | 64 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Modern Wealth Management, LLC | History | No change | 237,625 | 17,175 | 0.2% | 0.2% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 236,360 | 17,084 | 0.03% | 0.03% | 66 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 230,194 | 16,638 | 1.93% | 1.93% | 67 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Private Advisor Group, LLC | History | No change | 227,621 | 16,452 | 0.08% | 0.08% | 68 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 224,884 | 16,254 | 1.42% | 1.42% | 69 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sanctuary Advisors, LLC | History | No change | 220,248 | 15,919 | 0.07% | 0.07% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 217,775 | 15,741 | 0.03% | 0.03% | 71 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 216,733 | 15,665 | 0.07% | 0.07% | 72 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 211,334 | 15,275 | 1.45% | 1.45% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Plan Group Financial, LLC | History | No change | 208,959 | 15,103 | 3.11% | 3.11% | 74 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | No change | 206,837 | 14,950 | 6.93% | 6.93% | 75 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Weil Company, Inc. | History | No change | 203,625 | 14,718 | 2.59% | 2.59% | 76 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | No change | 231,140 | 14,603 | 2.05% | 2.05% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allworth Financial LP | History | No change | 201,492 | 14,563 | 0.06% | 0.06% | 78 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Alpha Zero LLC | History | No change | 201,527 | 14,532 | 5.51% | 5.51% | 79 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 188,900 | 13,653 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prism Advisors, Inc. | History | No change | 187,945 | 13,584 | 3.3% | 3.3% | 81 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ledyard National Bank | History | No change | 170,884 | 12,351 | 0.99% | 0.99% | 82 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 169,718 | 12,267 | 0.67% | 0.67% | 83 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| True North Advisors, LLC | History | No change | 167,310 | 12,093 | 1.16% | 1.16% | 84 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 165,833 | 11,986 | 0.08% | 0.08% | 85 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 164,746 | 11,907 | 0.2% | 0.2% | 86 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Perigon Wealth Management, LLC | History | No change | 155,493 | 11,239 | 0.18% | 0.18% | 87 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | No change | 155,205 | 11,218 | 4.52% | 4.52% | 88 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Betterment LLC | History | No change | 151,401 | 10,943 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 147,258 | 10,643 | 0.12% | 0.12% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 138,425 | 10,006 | 0.09% | 0.09% | 91 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Farther Finance Advisors, LLC | History | No change | 138,391 | 10,002 | 0.08% | 0.08% | 92 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 137,850 | 9,963 | 0.28% | 0.28% | 93 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MBA Advisors LLC | History | No change | 133,585 | 9,655 | 3.25% | 3.25% | 94 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Navalign, LLC | History | No change | 131,050 | 9,472 | 2.21% | 2.21% | 95 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Clarus Wealth Advisors | History | No change | 129,822 | 9,295 | 3.58% | 3.58% | 96 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Able Wealth Management LLC | History | No change | 128,167 | 9,263 | 2.13% | 2.13% | 97 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Aprio Wealth Management, LLC | History | No change | 125,101 | 9,042 | 0.45% | 0.45% | 98 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Tenzing Financial LLC | History | No change | 122,984 | 8,889 | 6.1% | 6.1% | 99 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 122,406 | 8,847 | 0.8% | 0.8% | 100 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Focus Financial Network, Inc. | History | No change | 117,142 | 8,467 | 0.26% | 0.26% | 101 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| LAWOOD & CO | History | No change | 116,653 | 8,431 | 5.71% | 5.71% | 102 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Waterway Wealth Management, LLC | History | No change | 143,990 | 8,171 | 1.67% | 1.67% | 103 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Columbus Macro, LLC | History | No change | 112,039 | 8,098 | 0.79% | 0.79% | 104 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 111,244 | 8,041 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 110,152 | 7,961 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Baird Financial Group, Inc. | History | No change | 110,135 | 7,960 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 109,426 | 7,909 | 0.04% | 0.04% | 108 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Maridea Wealth Management LLC | History | No change | 107,135 | 7,743 | 0.84% | 0.84% | 109 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Madson Wealth Advisors Inc | History | No change | 105,969 | 7,659 | 5.21% | 5.21% | 110 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Pallas Capital Advisors LLC | History | No change | 105,382 | 7,617 | 0.23% | 0.23% | 111 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Blue Trust, Inc. | History | No change | 101,707 | 7,351 | 0.08% | 0.08% | 112 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Golden State Wealth Management, LLC | History | No change | 101,321 | 7,323 | 0.67% | 0.67% | 113 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Arrowroot Family Office, LLC | History | No change | 101,283 | 7,320 | 2.1% | 2.1% | 114 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Archford Capital Strategies, LLC | History | No change | 91,485 | 6,612 | 0.67% | 0.67% | 115 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 87,946 | 6,356 | 1.62% | 1.62% | 116 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cornerstone Wealth, LLC/TN | History | No change | 88,256 | 6,354 | 3.21% | 3.21% | 117 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Merit Financial Group, LLC | History | No change | 87,549 | 6,328 | 0.04% | 0.04% | 118 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Tandem Financial, LLC | History | No change | 86,719 | 6,268 | 1.89% | 1.89% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 86,391 | 6,244 | 1.07% | 1.07% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighPoint Advisor Group LLC | History | No change | 85,485 | 6,178 | 0.22% | 0.22% | 121 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 81,484 | 5,889 | 3.02% | 3.02% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Linscomb Wealth, Inc. | History | No change | 81,065 | 5,859 | 0.25% | 0.25% | 123 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | No change | 80,238 | 5,799 | 4.05% | 4.05% | 124 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Burton Enright Welch | History | No change | 80,157 | 5,793 | 0.68% | 0.68% | 125 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Asset One Wealth Management LLC | History | No change | 79,802 | 5,745 | 0.61% | 0.61% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Futures Ltd Liability Co. | History | No change | 79,071 | 5,715 | 2.18% | 2.18% | 127 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Fulcrum Capital LLC | History | No change | 78,266 | 5,657 | 1.15% | 1.15% | 128 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MorganRosel Wealth Management, LLC | History | No change | 77,894 | 5,630 | 1.9% | 1.9% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 77,291 | 5,586 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 73,844 | 5,337 | 2.24% | 2.24% | 131 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mutual Advisors, LLC | History | No change | 72,616 | 5,248 | 0.1% | 0.1% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | No change | 71,025 | 5,133 | 4.08% | 4.08% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 68,387 | 4,938 | 0.7% | 0.7% | 134 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Western Wealth Management, LLC | History | No change | 67,073 | 4,848 | 0.16% | 0.16% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Madrid Wealth Management, LLC | History | No change | 66,608 | 4,814 | 3.16% | 3.16% | 136 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 66,275 | 4,790 | 0.05% | 0.05% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FDx Advisors, Inc. | History | No change | 66,194 | 4,785 | 1.44% | 1.44% | 138 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | No change | 64,751 | 4,680 | 0.2% | 0.2% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 98,709 | 4,637 | 1.46% | 1.46% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arsenal Capital Advisors LLC | History | No change | 62,963 | 4,550 | 2.68% | 2.68% | 141 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ballast Financial Advisors LLC | History | No change | 62,901 | 4,546 | 4.12% | 4.12% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TABLEAUX LLC | History | No change | 62,797 | 4,538 | 1.91% | 1.91% | 143 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Empowered Funds, LLC | History | No change | 61,622 | 4,454 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD Capital Management LLC | History | No change | 61,575 | 4,450 | 0.36% | 0.36% | 145 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 61,320 | 4,432 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 60,739 | 4,390 | 0.16% | 0.16% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ballast Rock Private Wealth LLC | History | No change | 60,207 | 4,351 | 2.01% | 2.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 56,865 | 4,110 | 0.21% | 0.21% | 149 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Kathmere Capital Management, LLC | History | No change | 56,178 | 4,060 | 0.21% | 0.21% | 150 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Peck Wealth Management, LLC | History | No change | 55,982 | 4,046 | 3.41% | 3.41% | 151 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Portside Wealth Group, LLC | History | No change | 55,304 | 3,997 | 0.47% | 0.47% | 152 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Fiduciary Alliance LLC | History | No change | 54,787 | 3,959 | 0.27% | 0.27% | 153 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Keystone Financial Group | History | No change | 53,620 | 3,875 | 0.23% | 0.23% | 154 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SHP Wealth Management | History | No change | 53,071 | 3,835 | 0.26% | 0.26% | 155 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Centennial Bank/AR/ | History | No change | 52,007 | 3,759 | 1.21% | 1.21% | 156 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | No change | 50,779 | 3,670 | 0.49% | 0.49% | 157 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Intelligence Driven Advisers, LLC | History | No change | 50,115 | 3,622 | 0.59% | 0.59% | 158 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Avior Wealth Management, LLC | History | No change | 49,509 | 3,578 | 0.09% | 0.09% | 159 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| IFP Advisors, Inc | History | No change | 49,513 | 3,578 | 0.06% | 0.06% | 160 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 48,790 | 3,526 | 0.07% | 0.07% | 161 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 45,925 | 3,319 | 0.16% | 0.16% | 162 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NOVEM GROUP | History | No change | 45,728 | 3,305 | 0.33% | 0.33% | 163 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| L & S Advisors Inc | History | No change | 45,630 | 3,298 | 0.34% | 0.34% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | No change | 45,021 | 3,254 | 1.11% | 1.11% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 44,632 | 3,225 | 0.1% | 0.1% | 166 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIFTH THIRD BANCORP | History | No change | 43,573 | 3,149 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 42,499 | 3,071 | 0.03% | 0.03% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 42,229 | 3,052 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JT Stratford LLC | History | No change | 41,939 | 3,031 | 0.33% | 0.33% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 41,239 | 2,980 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealth Advisors of Iowa, LLC | History | No change | 40,462 | 2,924 | 0.79% | 0.79% | 172 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 40,241 | 2,908 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 39,981 | 2,889 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ayalon Insurance Comp Ltd. | History | No change | 39,764 | 2,874 | 0.35% | 0.35% | 175 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Mariner, LLC | History | No change | 39,227 | 2,835 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | No change | 38,526 | 2,784 | 0.03% | 0.03% | 177 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SMITH, MOORE & CO. | History | No change | 37,975 | 2,744 | 0.18% | 0.18% | 178 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthspire Advisors, LLC | History | No change | 37,191 | 2,688 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vise Technologies, Inc. | History | No change | 36,813 | 2,660 | 0.03% | 0.03% | 180 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 35,865 | 2,592 | 0.17% | 0.17% | 181 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 35,847 | 2,591 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Spire Wealth Management | History | No change | 35,673 | 2,578 | 0.08% | 0.08% | 183 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 35,359 | 2,555 | 0.06% | 0.06% | 184 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Retirement Planning Group, LLC | History | No change | 34,916 | 2,523 | 0.06% | 0.06% | 185 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 34,661 | 2,505 | 0.07% | 0.07% | 186 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MATTERS CAPITAL LLC | History | No change | 34,592 | 2,500 | 1.75% | 1.75% | 187 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Elevation Capital Advisory, LLC | History | No change | 34,463 | 2,490 | 0.96% | 0.96% | 188 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Centerpoint Advisory Group | History | No change | 34,250 | 2,475 | 1.57% | 1.57% | 189 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Oasis Advisors, LLC | History | No change | 33,895 | 2,449 | 1.59% | 1.59% | 190 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 33,720 | 2,437 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gallacher Capital Management LLC | History | No change | 33,472 | 2,419 | 1.36% | 1.36% | 192 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Diversify Advisory Services, LLC | History | No change | 32,971 | 2,368 | 0.04% | 0.04% | 193 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 32,971 | 2,368 | 0.04% | 0.04% | 194 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Princeton Global Asset Management LLC | History | No change | 31,785 | 2,297 | 0.33% | 0.33% | 195 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CAP Partners, LLC | History | No change | 31,073 | 2,245 | 1.1% | 1.1% | 196 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 30,340 | 2,192 | 0.24% | 0.24% | 197 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 29,220 | 2,112 | 0.12% | 0.12% | 198 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| INTRUST BANK NA | History | No change | 28,952 | 2,092 | 0.15% | 0.15% | 199 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Foster Group, Inc. | History | No change | 28,819 | 2,083 | 0.06% | 0.06% | 200 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | No change | 27,702 | 1,983 | 0.25% | 0.25% | 201 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ENZI WEALTH | History | No change | 27,400 | 1,981 | 0.63% | 0.63% | 202 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Integrated Advisors Network LLC | History | No change | 27,126 | 1,960 | 0.09% | 0.09% | 203 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sigma Planning Corp | History | No change | 26,949 | 1,947 | 0.05% | 0.05% | 204 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | No change | 26,597 | 1,922 | 0.57% | 0.57% | 205 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 25,719 | 1,858 | 0.09% | 0.09% | 206 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 25,526 | 1,845 | 0.11% | 0.11% | 207 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Nuveen, LLC | History | No change | 25,191 | 1,820 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aspen Wealth Management LLC | History | No change | 24,936 | 1,802 | 0.31% | 0.31% | 209 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GTS SECURITIES LLC | History | No change | 24,561 | 1,775 | 0.04% | 0.04% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 24,402 | 1,763 | 0.25% | 0.25% | 211 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atria Investments, Inc | History | No change | 24,405 | 1,763 | 0.02% | 0.02% | 212 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Composition Wealth, LLC | History | No change | 23,864 | 1,724 | 0.02% | 0.02% | 213 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Arax Advisory Partners | History | No change | 23,337 | 1,686 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 23,308 | 1,684 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| American Financial Advisors, LLC | History | No change | 23,129 | 1,671 | 0.2% | 0.2% | 216 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Westfuller Advisors, LLC | History | No change | 22,967 | 1,660 | 0.6% | 0.6% | 217 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Arkadios Wealth Advisors | History | No change | 22,784 | 1,646 | 0.02% | 0.02% | 218 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 22,766 | 1,645 | 0.08% | 0.08% | 219 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Private Wealth Partners, LLC | History | No change | 22,309 | 1,612 | 0.11% | 0.11% | 220 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ProCore Advisors, LLC | History | No change | 22,235 | 1,607 | 1.99% | 1.99% | 221 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Procyon Advisors, LLC | History | No change | 21,839 | 1,578 | 0.07% | 0.07% | 222 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Wealthfront Advisers LLC | History | No change | 21,534 | 1,556 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | No change | 20,937 | 1,513 | 1.21% | 1.21% | 224 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRIVATE TRUST CO NA | History | No change | 20,546 | 1,485 | 0.12% | 0.12% | 225 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 19,933 | 1,440 | 0.02% | 0.02% | 226 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 19,931 | 1,440 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Saratoga Research & Investment Management | History | No change | 19,289 | 1,394 | 0.08% | 0.08% | 228 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 19,251 | 1,391 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mendel Money Management | History | No change | 19,176 | 1,386 | 0.51% | 0.51% | 230 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | No change | 18,247 | 1,318 | 0.21% | 0.21% | 231 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Quantinno Capital Management LP | History | No change | 17,947 | 1,297 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IRON Financial LLC | History | No change | 17,534 | 1,267 | 0.52% | 0.52% | 233 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Everest Private Wealth | History | No change | 17,006 | 1,229 | 0.46% | 0.46% | 234 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PFG Advisors | History | No change | 16,966 | 1,226 | 0.06% | 0.06% | 235 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 16,810 | 1,215 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| StoneX Group Inc. | History | No change | 16,831 | 1,212 | 0.05% | 0.05% | 237 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | No change | 16,756 | 1,211 | 0.2% | 0.2% | 238 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NewEdge Wealth, LLC | History | No change | 16,574 | 1,197 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 16,117 | 1,165 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Archer Investment Management, LLC | History | No change | 16,043 | 1,159 | 0.4% | 0.4% | 241 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Flavin Financial Services, Inc. | History | No change | 15,836 | 1,144 | 0.65% | 0.65% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TSFG, LLC | History | No change | 15,598 | 1,127 | 0.14% | 0.14% | 243 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | No change | 14,994 | 1,118 | 0.45% | 0.43% | 244 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Cooper Financial Group | History | No change | 15,458 | 1,117 | 0.09% | 0.09% | 245 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 15,368 | 1,110 | 0.11% | 0.11% | 246 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| M.E. ALLISON & CO., INC. | History | No change | 15,120 | 1,092 | 0.63% | 0.63% | 247 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 14,525 | 1,049 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Cambria Investment Management, L.P. | History | No change | 14,131 | 1,021 | 0.05% | 0.05% | 249 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 14,002 | 1,012 | 0.18% | 0.18% | 250 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 14,001 | 1,012 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 13,986 | 1,010 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 13,923 | 1,006 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Emprise Bank | History | No change | 13,839 | 1,000 | 0.37% | 0.37% | 254 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | No change | 13,630 | 985 | 0.33% | 0.33% | 255 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Jefferson Bridge Capital, LLC | History | No change | 13,545 | 979 | 0.85% | 0.85% | 256 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 13,469 | 973 | 0.53% | 0.53% | 257 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hamilton Capital, LLC | History | No change | 13,353 | 965 | 0.05% | 0.05% | 258 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 12,997 | 939 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 12,468 | 901 | 0.19% | 0.19% | 260 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 12,326 | 890 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Investments, LLC | History | No change | 12,181 | 880 | 0.03% | 0.03% | 262 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BROWN ADVISORY INC | History | No change | 11,950 | 863 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 11,912 | 861 | 0.03% | 0.03% | 264 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Elm3 Financial Group, LLC | History | No change | 11,898 | 859 | 0.59% | 0.59% | 265 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Altman Advisors, Inc. | History | No change | 11,853 | 856 | 0.31% | 0.31% | 266 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RFG Advisory, LLC | History | No change | 11,542 | 834 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Herold Advisors, Inc. | History | No change | 11,522 | 832 | 0.16% | 0.16% | 268 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| RiverGlades Family Offices LLC | History | No change | 11,453 | 827 | 0.38% | 0.38% | 269 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PENNEY FINANCIAL, LLC | History | No change | 11,343 | 819 | 0.29% | 0.29% | 270 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Andina Capital Management, LLC | History | No change | 11,324 | 818 | 1.32% | 1.32% | 271 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Corient Private Wealth LP | History | No change | 11,323 | 818 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 11,301 | 809 | 0.1% | 0.1% | 273 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BXM Wealth LLC | History | No change | 11,105 | 802 | 0.44% | 0.44% | 274 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BlackRock, Inc. | History | No change | 10,776 | 778 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 10,654 | 770 | 0.04% | 0.04% | 276 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Gotham Asset Management, LLC | History | No change | 10,525 | 760 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | No change | 10,357 | 748 | 0.05% | 0.05% | 278 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | No change | 10,218 | 738 | 0.45% | 0.45% | 279 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Patten Group, Inc. | History | No change | 10,079 | 728 | 0.11% | 0.11% | 280 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sequent Asset Management, LLC | History | No change | 9,901 | 715 | 0.3% | 0.3% | 281 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Global Retirement Partners, LLC | History | No change | 9,748 | 704 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Third View Private Wealth, LLC | History | No change | 9,740 | 704 | 0.09% | 0.09% | 283 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EHRLICH FINANCIAL GROUP | History | No change | 9,613 | 694 | 0.36% | 0.36% | 284 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Core Wealth Advisors, Inc. | History | No change | 9,562 | 691 | 0.14% | 0.14% | 285 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | No change | 9,189 | 664 | 0.19% | 0.19% | 286 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 9,140 | 660 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 9,053 | 654 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORDEN GROUP LLC | History | No change | 8,770 | 633 | 0.05% | 0.05% | 289 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| 5T Wealth, LLC | History | No change | 8,610 | 622 | 0.23% | 0.23% | 290 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Concord Wealth Partners | History | No change | 8,500 | 614 | 0.07% | 0.07% | 291 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BETO FINANCIAL GROUP, LLC | History | No change | 8,535 | 611 | 0.32% | 0.32% | 292 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | No change | 8,383 | 605 | 0.06% | 0.06% | 293 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 8,363 | 604 | 0.19% | 0.19% | 294 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Capital Advisors Wealth Management, LLC | History | No change | 8,265 | 597 | 0.07% | 0.07% | 295 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 8,217 | 593 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | No change | 8,139 | 588 | 0.2% | 0.2% | 297 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Acorn Wealth Advisors, LLC | History | No change | 8,124 | 587 | 0.14% | 0.14% | 298 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Annex Advisory Services, LLC | History | No change | 8,075 | 583 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Horizon Wealth Management, LLC | History | No change | 7,901 | 571 | 0.07% | 0.07% | 300 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Legacy Wealth Partners, LLC | History | No change | 7,897 | 570 | 0.13% | 0.13% | 301 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SVB WEALTH LLC | History | No change | 7,802 | 563 | 0.04% | 0.04% | 302 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 7,780 | 562 | 0.03% | 0.03% | 303 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Idaho Trust Co | History | No change | 7,749 | 560 | 0.16% | 0.16% | 304 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 7,711 | 557 | 0.01% | 0.01% | 305 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Keeler Thomas Management LLC | History | No change | 7,666 | 554 | 0.2% | 0.2% | 306 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Base Wealth Management LLC | History | No change | 7,570 | 547 | 0.25% | 0.25% | 307 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 7,430 | 537 | 0.54% | 0.54% | 308 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| World Investment Advisors | History | No change | 8,608 | 527 | 0.01% | 0.01% | 309 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 7,271 | 525 | 0.01% | 0.01% | 310 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 7,249 | 523 | 0.05% | 0.05% | 311 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Hershey Financial Advisers, LLC | History | No change | 7,242 | 523 | 0.38% | 0.38% | 312 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Winthrop Advisory Group LLC | History | No change | 7,212 | 521 | 0.04% | 0.04% | 313 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Concord Asset Management, LLC/VA | History | No change | 7,127 | 515 | 0.08% | 0.08% | 314 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 7,092 | 512 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 7,009 | 506 | 0.1% | 0.1% | 316 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Kovack Advisors, Inc. | History | No change | 6,868 | 496 | 0.02% | 0.02% | 317 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CITIGROUP INC | History | No change | 6,686 | 483 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| IFS Group,LLC | History | No change | 6,691 | 483 | 0.66% | 0.66% | 319 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CGC Financial Services, LLC | History | No change | 6,674 | 482 | 0.11% | 0.11% | 320 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Apollon Wealth Management, LLC | History | No change | 6,595 | 476 | 0.01% | 0.01% | 321 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 6,595 | 476 | 0.01% | 0.01% | 322 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 6,540 | 472 | 0.03% | 0.03% | 323 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 6,510 | 470 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | No change | 6,296 | 455 | 0.03% | 0.03% | 325 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IMA Advisory Services, Inc. | History | No change | 6,300 | 455 | 0.03% | 0.03% | 326 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Teamwork Financial Advisors, LLC | History | No change | 6,267 | 452 | 0.04% | 0.04% | 327 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 6,130 | 443 | 0.04% | 0.04% | 328 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | No change | 6,042 | 436 | 0.67% | 0.67% | 329 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MBL Wealth, LLC | History | No change | 6,000 | 433 | 0.03% | 0.03% | 330 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 6,935 | 425 | 0.02% | 0.02% | 331 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MN Wealth Advisors, LLC | History | No change | 5,677 | 410 | 0.17% | 0.17% | 332 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Scarborough Advisors, LLC | History | No change | 5,686 | 403 | 0.05% | 0.05% | 333 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 5,500 | 397 | 0.02% | 0.02% | 334 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HB Wealth Management, LLC | History | No change | 5,497 | 397 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Essex Financial Services, Inc. | History | No change | 5,415 | 391 | 0.02% | 0.02% | 336 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| REICON WEALTH ADVISORS, LLC | History | No change | 5,419 | 391 | 0.24% | 0.24% | 337 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | No change | 5,342 | 386 | 0.04% | 0.04% | 338 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| WBH ADVISORY INC | History | No change | 5,292 | 382 | 0.03% | 0.03% | 339 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| &PARTNERS | History | No change | 5,254 | 379 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 5,229 | 377 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | No change | 5,185 | 374 | 0.09% | 0.09% | 342 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sharkey, Howes & Javer | History | No change | 5,170 | 373 | 0.05% | 0.05% | 343 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 5,118 | 369 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Westover Capital Advisors, LLC | History | No change | 5,051 | 365 | 0.06% | 0.06% | 345 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 4,982 | 360 | 0.4% | 0.4% | 346 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 5,008 | 358 | 0.02% | 0.02% | 347 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 4,964 | 358 | 0.08% | 0.08% | 348 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Midwest Trust Co | History | No change | 4,965 | 358 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 4,931 | 356 | 0.03% | 0.03% | 350 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | No change | 4,894 | 353 | 0.06% | 0.06% | 351 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Global Assets Advisory, LLC | History | No change | 4,880 | 353 | 0.08% | 0.08% | 352 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DAVENPORT & Co LLC | History | No change | 4,858 | 351 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Merited Wealth, LLC | History | No change | 4,869 | 351 | 0.25% | 0.25% | 354 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Range Advisory, LLC | History | No change | 4,801 | 347 | 0.04% | 0.04% | 355 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 4,589 | 331 | 0.04% | 0.04% | 356 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Investment Planning Advisors, Inc. | History | No change | 4,525 | 327 | 0.08% | 0.08% | 357 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 4,410 | 318 | 0.02% | 0.02% | 358 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 4,379 | 316 | 0.01% | 0.01% | 359 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 4,362 | 315 | 0.02% | 0.02% | 360 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 4,345 | 314 | 0.01% | 0.01% | 361 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 4,335 | 313 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BESSEMER GROUP INC | History | No change | 4,292 | 310 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Elevation Wealth Management LLC | History | No change | 4,213 | 304 | 0.23% | 0.23% | 364 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cresset Asset Management, LLC | History | No change | 4,200 | 303 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | No change | 4,183 | 302 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | No change | 4,155 | 300 | 0.19% | 0.19% | 367 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| North Capital, Inc. | History | No change | 4,131 | 298 | 0.23% | 0.23% | 368 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Skyline Advisors, Inc. | History | No change | 4,071 | 294 | 0.09% | 0.09% | 369 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 4,067 | 293 | 0.03% | 0.03% | 370 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SouthState Bank Corp | History | No change | 4,004 | 289 | 0.01% | 0.01% | 371 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Balefire, LLC | History | No change | 3,987 | 288 | 0.05% | 0.05% | 372 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Runnymede Capital Advisors, Inc. | History | No change | 3,965 | 286 | 0.17% | 0.17% | 373 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 3,940 | 284 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 3,905 | 282 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | No change | 3,906 | 282 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 3,891 | 281 | 0.03% | 0.03% | 377 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ellevest, Inc. | History | No change | 3,813 | 275 | 0.03% | 0.03% | 378 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Financial Partners Group, Inc | History | No change | 3,775 | 272 | 0.03% | 0.03% | 379 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 3,743 | 270 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | No change | 3,680 | 265 | 0.03% | 0.03% | 381 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | No change | 3,660 | 264 | 0.05% | 0.05% | 382 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Campbell Deegan Wealth Management, LLC | History | No change | 3,646 | 263 | 0.19% | 0.19% | 383 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ethos Financial Group, LLC | History | No change | 3,665 | 262 | 0.02% | 0.02% | 384 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | No change | 3,633 | 262 | 0.22% | 0.22% | 385 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Axis Wealth Partners, LLC | History | No change | 3,633 | 262 | 0.13% | 0.13% | 386 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wallace Advisory Group, LLC | History | No change | 3,586 | 259 | 0.24% | 0.24% | 387 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Northwest Financial Advisors | History | No change | 3,515 | 254 | 0.03% | 0.03% | 388 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 3,506 | 253 | 0.01% | 0.01% | 389 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 3,500 | 252 | 0.02% | 0.02% | 390 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | No change | 3,485 | 251 | 0.04% | 0.04% | 391 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GFS Advisors, LLC | History | No change | 1,360 | 242 | 0.03% | 0.03% | 392 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Saxony Capital Management, LLC | History | No change | 3,350 | 242 | 0.11% | 0.11% | 393 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | No change | 3,336 | 241 | 0.05% | 0.05% | 394 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sowell Financial Services LLC | History | No change | 3,316 | 239 | 0.01% | 0.01% | 395 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NICOLET BANKSHARES INC | History | No change | 3,175 | 229 | 0.01% | 0.01% | 396 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHERN TRUST CORP | History | No change | 3,145 | 227 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| REGIMEN WEALTH, LLC | History | No change | 3,154 | 227 | 0.06% | 0.06% | 398 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Perissos Private Wealth Management, LLC | History | No change | 3,124 | 225 | 0.15% | 0.15% | 399 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wall Street Financial Group, Inc. | History | No change | 3,102 | 224 | 0.12% | 0.12% | 400 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 3,068 | 221 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDELITY D & D BANCORP INC | History | No change | 3,048 | 220 | 0.08% | 0.08% | 402 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sterling Group Wealth Management, LLC | History | No change | 3,035 | 219 | 0.09% | 0.09% | 403 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Traub Capital Management LLC | History | No change | 3,005 | 217 | 0.19% | 0.19% | 404 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 2,993 | 216 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Belvedere Trading LLC | History | No change | 3,000 | 216 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Valued Retirements, Inc. | History | No change | 2,978 | 215 | 0.19% | 0.19% | 407 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Asset Advisory Services LLC | History | No change | 2,973 | 214 | 0.01% | 0.01% | 408 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MBE Wealth Management, LLC | History | No change | 2,974 | 214 | 0.08% | 0.08% | 409 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Pathstone Holdings, LLC | History | No change | 2,901 | 209 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Redwood Financial Network Corp | History | No change | 2,835 | 204 | 0.11% | 0.11% | 411 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Jones Kertz & Associates, Inc. | History | No change | 2,829 | 204 | 0.09% | 0.09% | 412 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Snowden Capital Advisors LLC | History | No change | 2,777 | 200 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CENTRAL TRUST Co | History | No change | 2,636 | 190 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Lavaca Capital LLC | History | No change | 2,352 | 170 | 0.02% | 0.02% | 415 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 2,270 | 164 | 0.12% | 0.12% | 416 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GoalVest Advisory LLC | History | Reduced | 2,063 | 152 | 0.03% | 0.03% | 418 | -3 | -0.15% | Q3 2026 | Oct 02, 2026 |
| Ancora Advisors LLC | History | No change | 2,113 | 152 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Banco de Sabadell, S.A | History | No change | 1,796 | 130 | 0.08% | 0.08% | 419 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Waverly Advisors, LLC | History | No change | 1,583 | 114 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,512 | 109 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD ADVISERS INC | History | No change | 1,401 | 101 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,369 | 98 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,360 | 98 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Register Financial Advisors LLC | History | No change | 1,252 | 90 | 0.03% | 0.03% | 425 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,167 | 84 | 0.01% | 0.01% | 426 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Parallel Advisors, LLC | History | No change | 1,154 | 83 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Operose Advisors LLC | History | No change | 1,118 | 80 | 0.02% | 0.02% | 428 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | No change | 1,056 | 76 | 0.01% | 0.01% | 429 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Longview Financial Advisors LLC | History | No change | 1,054 | 76 | 0.04% | 0.04% | 430 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,047 | 75 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Cardinal Strategic Wealth Guidance | History | No change | 1,020 | 73 | 0.02% | 0.02% | 432 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Abound Wealth Management | History | No change | 964 | 69 | 0.01% | 0.01% | 433 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Smartleaf Asset Management LLC | History | No change | 964 | 69 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Asset Dedication, LLC | History | No change | 940 | 67 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 904 | 65 | 0.02% | 0.02% | 436 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Arlington Trust Co LLC | History | No change | 839 | 60 | 0.01% | 0.01% | 437 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 818 | 58 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Walsh & Associates, LLC | History | No change | 660 | 47 | 0.04% | 0.04% | 439 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Wagner Wealth Management, LLC | History | No change | 612 | 44 | 0.01% | 0.01% | 440 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 547 | 39 | 0.01% | 0.01% | 441 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AE Wealth Management LLC | History | No change | 523 | 37 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PlanVest Financial, Inc | History | No change | 496 | 35 | 0.02% | 0.02% | 443 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 478 | 34 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 467 | 33 | 0.01% | 0.01% | 445 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Fortitude Family Office, LLC | History | No change | 396 | 28 | 0.01% | 0.01% | 446 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| 1015 Capital Partners, LLC | History | No change | 400 | 28 | 0.02% | 0.02% | 447 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 382 | 27 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Roxbury Financial LLC | History | No change | 320 | 23 | 0.02% | 0.02% | 449 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| BOKF, NA | History | No change | 298 | 21 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Crewe Advisors LLC | History | No change | 300 | 21 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Tripletail Wealth Management, LLC | History | No change | 300 | 21 | 0.02% | 0.02% | 452 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Management Professionals, Inc. | History | No change | 259 | 18 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Strive Financial Group ,LLC | History | No change | 255 | 18 | 0.01% | 0.01% | 454 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BFSG, LLC | History | No change | 240 | 17 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 245 | 17 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 239 | 17 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 214 | 15 | 0.0% | 0.0% | 459 | +14 | 7.0% | Q3 2026 | Oct 05, 2026 |
| City State Bank | History | No change | 215 | 15 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| AdvisorNet Financial, Inc | History | No change | 207 | 14 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 201 | 14 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PETERSON WEALTH MANAGEMENT | History | No change | 197 | 14 | 0.01% | 0.01% | 462 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Key FInancial Inc | History | No change | 200 | 14 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Planning Strategies Inc. | History | New | 181 | 13 | 0.01% | — | 464 | +181 | New | Q3 2026 | Oct 02, 2026 |
| Heritage Wealth Advisors | History | No change | 153 | 11 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Archer Investment Corp | History | No change | 130 | 9 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 111 | 8 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Valued Wealth Advisors LLC | History | No change | 104 | 7 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 83 | 5 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 78 | 5 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 57 | 4 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Russell Investments Group, Ltd. | History | No change | 49 | 3 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 44 | 3 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Dorato Capital Management | History | No change | 48 | 3 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Horizon Investments, LLC | History | No change | 40 | 2 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROGCO, LP | History | No change | 36 | 2 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sankala Group LLC | History | No change | 30 | 2 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| DecisionPoint Financial, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Downshift Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Advisor Network LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |