PIMCO ETF Trust - BOND
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.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CWM, LLC | History | Added to | 4,149,576 | 386,243 | 1.05% | 1.12% | 1 | +177,815 | 4.48% | Q4 2025 | Jan 26, 2026 |
| MORGAN STANLEY | History | Added to | 3,380,670 | 314,672 | 0.02% | 0.02% | 2 | +419,755 | 14.18% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 2,895,952 | 269,555 | 0.07% | 0.06% | 3 | +587,532 | 25.45% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 2,100,558 | 195,519 | 0.06% | 0.06% | 4 | -23,488 | -1.11% | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,983,801 | 184,652 | 0.03% | 0.03% | 5 | +381,305 | 23.79% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,652,036 | 153,785 | 0.22% | 0.22% | 6 | -16,281 | -0.98% | Q4 2025 | Feb 17, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 1,586,589 | 147,679 | 7.79% | 8.03% | 7 | +12,520 | 0.8% | Q4 2025 | Jan 23, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 1,552,324 | 144,490 | 1.42% | 1.37% | 8 | +119,828 | 8.36% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Added to | 1,482,067 | 137,950 | 0.79% | 0.6% | 9 | +477,930 | 47.6% | Q4 2025 | Jan 26, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,453,893 | 135,328 | 0.01% | 0.01% | 10 | +224,764 | 18.29% | Q4 2025 | Feb 17, 2026 |
| Koss-Olinger Consulting, LLC | History | Added to | 1,315,663 | 122,462 | 9.49% | 5.0% | 11 | +659,320 | 100.45% | Q4 2025 | Feb 10, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 1,115,814 | 103,860 | 2.0% | 1.87% | 12 | +114,890 | 11.48% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 1,055,291 | 98,226 | 0.36% | 0.42% | 13 | +72,230 | 7.35% | Q4 2025 | Feb 18, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,017,170 | 94,678 | 0.03% | 0.02% | 14 | +401,865 | 65.31% | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | History | Added to | 944,019 | 87,869 | 0.1% | 0.09% | 15 | +114,401 | 13.79% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 889,205 | 82,767 | 0.01% | 0.01% | 16 | +74,794 | 9.18% | Q4 2025 | Jan 29, 2026 |
| Vickerman Investment Advisors, Inc. | History | Added to | 777,120 | 72,334 | 14.46% | 12.91% | 17 | +93,160 | 13.62% | Q4 2025 | Feb 12, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 772,020 | 71,859 | 1.74% | 1.61% | 18 | +66,696 | 9.46% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 765,938 | 71,293 | 0.0% | 0.0% | 19 | +57,091 | 8.05% | Q4 2025 | Feb 11, 2026 |
| Waverly Advisors, LLC | History | Added to | 640,890 | 59,654 | 0.48% | 0.21% | 20 | +412,801 | 180.98% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 635,255 | 59,129 | 0.08% | 0.05% | 21 | +201,738 | 46.54% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 634,895 | 59,096 | 0.01% | — | 22 | +634,895 | New | Q4 2025 | Feb 17, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 624,484 | 58,126 | 2.03% | 1.75% | 23 | +92,511 | 17.39% | Q4 2025 | Feb 12, 2026 |
| Buck Wealth Strategies, LLC | History | Added to | 581,455 | 54,121 | 6.87% | 5.29% | 24 | +167,632 | 40.51% | Q4 2025 | Feb 03, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 558,121 | 51,949 | 0.59% | 0.81% | 25 | +53,075 | 10.51% | Q4 2025 | Jan 29, 2026 |
| Heirloom Wealth Management | History | Added to | 491,798 | 45,776 | 10.58% | 10.88% | 26 | +9,304 | 1.93% | Q4 2025 | Jan 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 483,862 | 45,124 | 0.06% | 0.06% | 27 | +44,595 | 10.15% | Q4 2025 | Jan 08, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 479,638 | 44,931 | 0.08% | 0.06% | 28 | +134,118 | 38.82% | Q4 2025 | Feb 05, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 466,565 | 43,614 | 2.59% | — | 29 | +466,565 | New | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 458,159 | 42,645 | 0.07% | 0.07% | 30 | +31,857 | 7.47% | Q4 2025 | Feb 18, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 446,487 | 41,559 | 0.04% | 0.04% | 31 | +7,942 | 1.81% | Q4 2025 | Feb 13, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 420,342 | 39,125 | 5.35% | 4.99% | 32 | +42,229 | 11.17% | Q4 2025 | Jan 23, 2026 |
| HighTower Advisors, LLC | History | Added to | 418,859 | 38,987 | 0.04% | 0.03% | 33 | +168,875 | 67.55% | Q4 2025 | Feb 06, 2026 |
| Advocacy Wealth Management, LLC | History | New | 410,678 | 38,225 | 1.6% | — | 34 | +410,678 | New | Q4 2025 | Feb 11, 2026 |
| Hudson Capital Management LLC | History | Added to | 395,319 | 36,796 | 9.23% | 9.31% | 35 | +19,555 | 5.2% | Q4 2025 | Jan 21, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 389,552 | 36,259 | 0.28% | 0.29% | 36 | +21,098 | 5.73% | Q4 2025 | Jan 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 380,578 | 35,424 | 0.02% | 0.02% | 37 | +1,675 | 0.44% | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 350,395 | 32,614 | 0.13% | 0.13% | 38 | +53,719 | 18.11% | Q4 2025 | Feb 13, 2026 |
| Legacy Private Trust Co. | History | Added to | 294,263 | 27,389 | 1.61% | 1.33% | 39 | +55,347 | 23.17% | Q4 2025 | Jan 08, 2026 |
| Flaharty Asset Management, LLC | History | Added to | 284,921 | 26,520 | 3.31% | 3.31% | 40 | +6,103 | 2.19% | Q4 2025 | Feb 06, 2026 |
| Southland Equity Partners LLC | History | Added to | 275,284 | 25,623 | 5.06% | 5.0% | 41 | +10,636 | 4.02% | Q4 2025 | Jan 14, 2026 |
| Goldstein Advisors, LLC | History | Added to | 269,010 | 25,039 | 2.85% | 2.99% | 42 | +5,437 | 2.06% | Q4 2025 | Feb 10, 2026 |
| Private Advisor Group, LLC | History | Added to | 268,049 | 24,949 | 0.12% | 0.1% | 43 | +52,130 | 24.14% | Q4 2025 | Feb 17, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 266,151 | 24,773 | 3.86% | 3.22% | 44 | +78,171 | 41.58% | Q4 2025 | Feb 03, 2026 |
| Sowell Financial Services LLC | History | Added to | 265,987 | 24,758 | 0.91% | 0.92% | 45 | +9,817 | 3.83% | Q4 2025 | Jan 21, 2026 |
| Stadion Money Management, LLC | History | New | 264,926 | 24,659 | 2.0% | — | 46 | +264,926 | New | Q4 2025 | Feb 17, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 262,663 | 24,448 | 1.27% | 1.27% | 47 | +16,603 | 6.75% | Q4 2025 | Feb 05, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 260,274 | 24,226 | 3.46% | 3.48% | 48 | +8,976 | 3.57% | Q4 2025 | Jan 26, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 256,134 | 23,840 | 3.3% | 1.76% | 49 | +134,721 | 110.96% | Q4 2025 | Jan 23, 2026 |
| Alpha Cubed Investments, LLC | History | Added to | 239,469 | 22,289 | 0.76% | 0.76% | 50 | +6,918 | 2.97% | Q4 2025 | Feb 03, 2026 |
| Bouvel Investment Partners, LLC | History | Added to | 237,842 | 22,138 | 6.38% | 4.35% | 51 | +85,742 | 56.37% | Q4 2025 | Jan 23, 2026 |
| O'Connor Financial Group LLC | History | Added to | 236,345 | 22,114 | 8.82% | 8.82% | 52 | +11,006 | 4.88% | Q4 2025 | Jan 26, 2026 |
| NOVEM GROUP | History | Added to | 230,537 | 21,458 | 2.47% | 2.35% | 53 | +15,705 | 7.31% | Q4 2025 | Jan 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 230,276 | 21,434 | 0.04% | 0.05% | 54 | -21,575 | -8.57% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | Added to | 228,960 | 21,311 | 0.08% | 0.08% | 55 | +33,516 | 17.15% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 209,445 | 19,495 | 0.02% | 0.02% | 56 | +63,979 | 43.98% | Q4 2025 | Feb 13, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 205,060 | 19,086 | 3.15% | — | 57 | +205,060 | New | Q4 2025 | Feb 18, 2026 |
| Ocean Park Asset Management, LLC | History | No change | 204,100 | 18,997 | 0.89% | 0.79% | 58 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 203,406 | 18,933 | 0.01% | 0.01% | 59 | +16,636 | 8.91% | Q4 2025 | Feb 06, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 194,546 | 18,108 | 0.06% | 0.06% | 60 | +7,489 | 4.0% | Q4 2025 | Feb 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 193,412 | 18,002 | 0.04% | 0.05% | 61 | +9,320 | 5.06% | Q4 2025 | Feb 13, 2026 |
| RFG Advisory, LLC | History | Added to | 191,508 | 17,825 | 0.34% | 0.34% | 62 | +14,799 | 8.37% | Q4 2025 | Feb 03, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 191,060 | 17,783 | 0.2% | 0.19% | 63 | +16,544 | 9.48% | Q4 2025 | Jan 20, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 186,495 | 17,433 | 0.84% | 1.1% | 64 | +17,319 | 10.24% | Q4 2025 | Feb 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 186,470 | 17,356 | 0.23% | 0.31% | 65 | +12,334 | 7.08% | Q4 2025 | Feb 06, 2026 |
| Crestmont Private Wealth LLC | History | Reduced | 183,532 | 17,083 | 5.55% | 5.72% | 66 | -1,793 | -0.97% | Q4 2025 | Feb 10, 2026 |
| Wayfinding Financial, LLC | History | New | 175,288 | 16,385 | 6.94% | — | 67 | +175,288 | New | Q4 2025 | Feb 12, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 166,174 | 15,467 | 5.34% | 4.61% | 68 | +40,890 | 32.64% | Q4 2025 | Jan 08, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 164,245 | 15,287 | 0.27% | 0.3% | 69 | +26,663 | 19.38% | Q4 2025 | Feb 09, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 160,804 | 14,967 | 0.01% | 0.01% | 70 | +81,566 | 102.94% | Q4 2025 | Feb 17, 2026 |
| Horizon Investments, LLC | History | Added to | 154,435 | 14,374 | 0.18% | 0.18% | 71 | +2,276 | 1.5% | Q4 2025 | Feb 02, 2026 |
| Lynch Investment Planning, LLC | History | New | 153,154 | 14,316 | 13.72% | — | 72 | +153,154 | New | Q4 2025 | Feb 24, 2026 |
| GeoWealth Management, LLC | History | Added to | 151,094 | 14,063 | 0.52% | 0.48% | 73 | +10,084 | 7.15% | Q4 2025 | Feb 17, 2026 |
| Mullooly Asset Management, Inc. | History | Added to | 149,136 | 13,881 | 5.08% | 4.84% | 74 | +13,909 | 10.29% | Q4 2025 | Feb 06, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 144,963 | 13,493 | 0.02% | 0.02% | 75 | +15,491 | 11.96% | Q4 2025 | Feb 02, 2026 |
| KWMG, LLC | History | Added to | 143,638 | 13,369 | 1.15% | 1.15% | 76 | +2,832 | 2.01% | Q4 2025 | Jan 16, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Added to | 141,358 | 13,157 | 1.73% | 1.49% | 77 | +19,857 | 16.34% | Q4 2025 | Feb 10, 2026 |
| VICUS CAPITAL | History | Added to | 140,970 | 13,121 | 0.98% | 0.99% | 78 | +2,079 | 1.5% | Q4 2025 | Jan 22, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Added to | 139,883 | 13,020 | 4.04% | 3.44% | 79 | +22,222 | 18.89% | Q4 2025 | Jan 15, 2026 |
| Vavra Capital Management, LLC | History | New | 139,589 | 12,992 | 12.76% | — | 80 | +139,589 | New | Q4 2025 | Jan 22, 2026 |
| McGrath & Associates, Inc. | History | Added to | 135,105 | 12,575 | 17.85% | 16.74% | 81 | +14,450 | 11.98% | Q4 2025 | Feb 10, 2026 |
| BCS Wealth Management | History | Added to | 134,349 | 12,505 | 1.26% | 1.23% | 82 | +75,635 | 128.82% | Q4 2025 | Jan 26, 2026 |
| STEPH & CO | History | Added to | 134,031 | 12,475 | 3.6% | 3.57% | 83 | +8,775 | 7.01% | Q4 2025 | Jan 23, 2026 |
| PAX Financial Group, LLC | History | Reduced | 133,271 | 12,404 | 2.14% | 2.25% | 84 | -621 | -0.46% | Q4 2025 | Feb 05, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 129,474 | 12,051 | 0.58% | 0.44% | 85 | +31,992 | 32.82% | Q4 2025 | Jan 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 125,862 | 11,715 | 0.01% | 0.01% | 86 | +40,808 | 47.98% | Q4 2025 | Feb 10, 2026 |
| Clearstead Advisors, LLC | History | Added to | 125,322 | 11,664 | 0.15% | 0.15% | 87 | +4,270 | 3.53% | Q4 2025 | Feb 09, 2026 |
| Sheridan Capital Management, LLC | History | Added to | 124,351 | 11,574 | 5.87% | 5.95% | 88 | +3,743 | 3.1% | Q4 2025 | Jan 23, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 123,863 | 11,529 | 0.07% | 0.06% | 89 | +29,224 | 30.88% | Q4 2025 | Jan 29, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 121,012 | 11,263 | 2.0% | 1.84% | 90 | +14,630 | 13.75% | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 118,958 | 11,072 | 0.59% | 0.6% | 91 | +5,330 | 4.69% | Q4 2025 | Jan 20, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 118,165 | 10,998 | 0.04% | 0.13% | 92 | -200,769 | -62.95% | Q4 2025 | Feb 12, 2026 |
| MorganRosel Wealth Management, LLC | History | Added to | 116,301 | 10,825 | 2.71% | 2.63% | 93 | +7,496 | 6.89% | Q4 2025 | Feb 13, 2026 |
| TD Capital Management LLC | History | Added to | 116,230 | 10,818 | 0.96% | 0.97% | 94 | +1,335 | 1.16% | Q4 2025 | Feb 26, 2026 |
| MRA Advisory Group | History | Added to | 108,076 | 10,059 | 4.22% | 4.14% | 95 | +6,400 | 6.29% | Q4 2025 | Jan 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 106,407 | 9,904 | 0.03% | 0.02% | 96 | +9,112 | 9.37% | Q4 2025 | Feb 05, 2026 |
| GM Advisory Group, LLC | History | Added to | 105,864 | 9,853 | 0.39% | 0.39% | 97 | +6,425 | 6.46% | Q4 2025 | Feb 13, 2026 |
| SimpliFi, Inc. | History | Reduced | 105,312 | 9,802 | 4.15% | 8.52% | 98 | -108,047 | -50.64% | Q4 2025 | Jan 23, 2026 |
| Destination Wealth Management | History | Added to | 104,023 | 9,682 | 0.25% | 0.25% | 99 | +5,035 | 5.09% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 103,252 | 9,610 | 0.19% | 0.22% | 100 | +1,103 | 1.08% | Q4 2025 | Feb 09, 2026 |
| Smart Portfolios, LLC | History | Reduced | 101,735 | 9,469 | 9.43% | 9.81% | 101 | -7,242 | -6.65% | Q4 2025 | Jan 30, 2026 |
| Capital Analysts, LLC | History | Added to | 98,635 | 9,181 | 0.28% | 0.12% | 102 | +54,148 | 121.72% | Q4 2025 | Feb 11, 2026 |
| WealthShield Partners, LLC | History | Added to | 95,461 | 8,885 | 0.98% | 0.83% | 103 | +17,505 | 22.45% | Q4 2025 | Feb 03, 2026 |
| IFG Advisory, LLC | History | Added to | 93,428 | 8,696 | 0.38% | 0.38% | 104 | +3,356 | 3.73% | Q4 2025 | Feb 10, 2026 |
| Treasure Coast Financial Planning | History | Added to | 92,344 | 8,598 | 4.57% | 4.62% | 105 | +3,524 | 3.97% | Q4 2025 | Jan 22, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 91,379 | 8,505 | 0.05% | 0.02% | 106 | +59,517 | 186.8% | Q4 2025 | Jan 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 89,881 | 8,366 | 0.09% | 0.12% | 107 | +6,396 | 7.66% | Q4 2025 | Jan 23, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 89,322 | 8,314 | 0.15% | 0.16% | 108 | +3 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 88,476 | 8,235 | 2.39% | 2.53% | 109 | -14,074 | -13.72% | Q4 2025 | Feb 06, 2026 |
| Catalyst Investment Management LLC | History | New | 87,606 | 8,154 | 7.72% | — | 110 | +87,606 | New | Q4 2025 | Feb 20, 2026 |
| Allworth Financial LP | History | New | 84,436 | 7,859 | 0.03% | — | 111 | +84,436 | New | Q4 2025 | Feb 05, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 84,216 | 7,838 | 0.33% | 0.31% | 112 | +7,940 | 10.41% | Q4 2025 | Feb 10, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 84,068 | 7,825 | 0.06% | 0.06% | 113 | -680 | -0.8% | Q4 2025 | Feb 12, 2026 |
| Security Financial Services, INC. | History | Added to | 78,378 | 7,295 | 1.15% | 0.96% | 114 | +15,020 | 23.71% | Q4 2025 | Jan 27, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 77,710 | 7,233 | 0.05% | 0.06% | 115 | -1,195 | -1.51% | Q4 2025 | Feb 12, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 77,304 | 7,195 | 2.37% | 2.21% | 116 | +8,703 | 12.69% | Q4 2025 | Feb 05, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 76,766 | 7,145 | 0.12% | 0.01% | 117 | +73,077 | 1980.94% | Q4 2025 | Feb 19, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 76,187 | 7,091 | 0.34% | 0.35% | 118 | -576 | -0.75% | Q4 2025 | Jan 23, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 74,925 | 6,974 | 0.41% | 0.36% | 119 | +9,600 | 14.7% | Q4 2025 | Feb 03, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 74,116 | 6,898 | 2.14% | 2.15% | 120 | +1,498 | 2.06% | Q4 2025 | Jan 22, 2026 |
| Visionary Wealth Advisors | History | Added to | 72,890 | 6,784 | 0.31% | 0.27% | 121 | +11,332 | 18.41% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 72,814 | 6,777 | 0.12% | 0.14% | 122 | +5,855 | 8.74% | Q4 2025 | Feb 06, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 71,982 | 6,700 | 1.24% | 1.01% | 123 | +17,149 | 31.27% | Q4 2025 | Feb 13, 2026 |
| Affiance Financial, LLC | History | Added to | 71,780 | 6,681 | 1.07% | 0.91% | 124 | +18,036 | 33.56% | Q4 2025 | Jan 21, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Added to | 71,318 | 6,638 | 3.29% | 3.17% | 125 | +6,052 | 9.27% | Q4 2025 | Jan 22, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 69,944 | 6,510 | 0.34% | 0.4% | 126 | +385 | 0.55% | Q4 2025 | Jan 26, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 69,872 | 6,503 | 0.3% | 0.26% | 127 | +9,161 | 15.09% | Q4 2025 | Feb 17, 2026 |
| Denver PWM, LLC | History | No change | 68,088 | 6,276 | 2.1% | 1.96% | 128 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 67,073 | 6,243 | 0.07% | 0.06% | 129 | -5,912 | -8.1% | Q4 2025 | Feb 13, 2026 |
| BAM Wealth Management, LLC | History | Added to | 66,575 | 6,196 | 4.48% | 4.65% | 130 | +2,199 | 3.42% | Q4 2025 | Jan 20, 2026 |
| Pacifica Partners Inc. | History | Reduced | 64,061 | 5,959 | 2.65% | 2.18% | 131 | -1,403 | -2.14% | Q4 2025 | Jan 09, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | Added to | 61,232 | 5,699 | 0.73% | 0.68% | 132 | +5,290 | 9.46% | Q4 2025 | Feb 03, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 61,067 | 5,684 | 0.25% | 0.25% | 133 | +18 | 0.03% | Q4 2025 | Feb 12, 2026 |
| Syverson Strege & Co | History | Reduced | 60,077 | 5,591 | 1.32% | 1.36% | 134 | -716 | -1.18% | Q4 2025 | Feb 09, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Added to | 59,365 | 5,525 | 3.09% | 3.0% | 135 | +1,901 | 3.31% | Q4 2025 | Jan 30, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 59,135 | 5,504 | 1.05% | 1.04% | 136 | +2,955 | 5.26% | Q4 2025 | Jan 21, 2026 |
| Selby Wealth Management, LLC | History | New | 57,074 | 5,312 | 2.14% | — | 137 | +57,074 | New | Q4 2025 | Feb 13, 2026 |
| Emergent Wealth Advisors, LLC | History | Reduced | 56,072 | 5,219 | 2.94% | 3.59% | 138 | -10,115 | -15.28% | Q4 2025 | Jan 14, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 56,057 | 5,217 | 0.6% | 0.62% | 139 | +458 | 0.82% | Q4 2025 | Feb 06, 2026 |
| Csenge Advisory Group | History | Reduced | 55,146 | 5,132 | 0.23% | 0.28% | 140 | -7,676 | -12.22% | Q4 2025 | Feb 06, 2026 |
| DAVENPORT & Co LLC | History | Added to | 52,725 | 4,907 | 0.03% | 0.02% | 141 | +3,719 | 7.59% | Q4 2025 | Jan 12, 2026 |
| Lunt Capital Management, Inc. | History | Reduced | 50,830 | 4,731 | 1.77% | 1.9% | 142 | -2,364 | -4.44% | Q4 2025 | Jan 23, 2026 |
| Freedom Financial Partners LLC | History | Added to | 50,577 | 4,707 | 1.71% | 1.73% | 143 | +1,802 | 3.69% | Q4 2025 | Jan 06, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 49,800 | 4,635 | 0.03% | 0.01% | 144 | +34,180 | 218.82% | Q4 2025 | Feb 18, 2026 |
| Focus Partners Wealth | History | Added to | 49,444 | 4,606 | 0.01% | 0.0% | 145 | +46,403 | 1525.91% | Q4 2025 | Feb 13, 2026 |
| Traction Financial Partners, LLC | History | Added to | 48,627 | 4,526 | 2.68% | 2.59% | 146 | +3,638 | 8.09% | Q4 2025 | Jan 29, 2026 |
| COMERICA BANK | History | Added to | 48,141 | 4,480 | 0.02% | 0.01% | 147 | +9,897 | 25.88% | Q4 2025 | Jan 29, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 46,427 | 4,321 | 0.28% | 0.24% | 148 | +7,941 | 20.63% | Q4 2025 | Feb 03, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 45,562 | 4,240 | 0.0% | 0.0% | 149 | -3,181 | -6.53% | Q4 2025 | Feb 12, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 45,428 | 4,228 | 0.01% | 0.01% | 150 | -2,402 | -5.02% | Q4 2025 | Feb 13, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 45,087 | 4,196 | 4.17% | — | 151 | +45,087 | New | Q4 2025 | Feb 19, 2026 |
| SlateStone Wealth, LLC | History | Added to | 44,733 | 4,164 | 0.35% | 0.3% | 152 | +7,978 | 21.71% | Q4 2025 | Feb 11, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 44,149 | 4,109 | 0.01% | 0.01% | 153 | -1,042 | -2.31% | Q4 2025 | Feb 10, 2026 |
| Del-Sette Capital Management, LLC | History | Reduced | 44,143 | 4,108 | 2.53% | 2.95% | 154 | -6,696 | -13.17% | Q4 2025 | Feb 02, 2026 |
| Capital Planning Advisors, LLC | History | Added to | 44,026 | 4,097 | 0.55% | 0.42% | 155 | +11,580 | 35.69% | Q4 2025 | Feb 17, 2026 |
| Composition Wealth, LLC | History | Reduced | 43,812 | 4,078 | 0.06% | 0.07% | 156 | -6,106 | -12.23% | Q4 2025 | Feb 02, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 43,385 | 4,038 | 0.1% | 0.09% | 157 | +5,239 | 13.73% | Q4 2025 | Jan 28, 2026 |
| Essential Planning, LLC. | History | Reduced | 43,141 | 4,015 | 1.28% | 1.4% | 158 | -297 | -0.68% | Q4 2025 | Jan 15, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 42,274 | 3,934 | 0.38% | 0.42% | 159 | -2,998 | -6.62% | Q4 2025 | Jan 28, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 42,175 | 3,924 | 0.11% | 0.17% | 160 | +12,421 | 41.75% | Q4 2025 | Feb 10, 2026 |
| Hamilton Wealth, LLC | History | Reduced | 41,750 | 3,886 | 0.74% | 0.85% | 161 | -1,881 | -4.31% | Q4 2025 | Feb 19, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 40,773 | 3,795 | 0.88% | 0.96% | 162 | -704 | -1.7% | Q4 2025 | Jan 27, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | Reduced | 40,421 | 3,762 | 2.63% | 2.57% | 163 | -9,150 | -18.46% | Q4 2025 | Jan 20, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 40,288 | 3,750 | 0.71% | 0.74% | 164 | -1,761 | -4.19% | Q4 2025 | Jan 28, 2026 |
| Bank of New York Mellon Corp | History | Added to | 39,595 | 3,685 | 0.0% | 0.0% | 165 | +23,464 | 145.46% | Q4 2025 | Feb 10, 2026 |
| L & S Advisors Inc | History | Added to | 38,585 | 3,591 | 0.33% | 0.15% | 166 | +22,289 | 136.78% | Q4 2025 | Feb 05, 2026 |
| Dunhill Financial, LLC | History | Reduced | 38,215 | 3,557 | 0.87% | 1.56% | 167 | -26,063 | -40.55% | Q4 2025 | Jan 29, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 38,201 | 3,555 | 0.47% | 0.46% | 168 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Lido Advisors, LLC | History | Added to | 38,087 | 3,550 | 0.01% | 0.01% | 169 | +2,661 | 7.51% | Q4 2025 | Feb 10, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 37,577 | 3,497 | 1.01% | 0.91% | 170 | +5,447 | 16.95% | Q4 2025 | Feb 05, 2026 |
| Advisor OS, LLC | History | Added to | 37,127 | 3,455 | 0.28% | 0.11% | 171 | +22,901 | 160.98% | Q4 2025 | Feb 04, 2026 |
| 21 West Wealth Management LLC | History | Added to | 37,035 | 3,447 | 3.15% | 3.19% | 172 | +1,056 | 2.94% | Q4 2025 | Jan 13, 2026 |
| Fiduciary Alliance LLC | History | Added to | 36,864 | 3,431 | 0.22% | 0.22% | 173 | +1,683 | 4.78% | Q4 2025 | Jan 22, 2026 |
| Slagle Financial, LLC | History | Added to | 36,763 | 3,421 | 1.19% | 1.08% | 174 | +5,209 | 16.51% | Q4 2025 | Jan 26, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Added to | 35,095 | 3,266 | 1.83% | 1.53% | 175 | +8,448 | 31.7% | Q4 2025 | Jan 16, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 34,822 | 3,241 | 1.73% | 1.75% | 176 | +724 | 2.12% | Q4 2025 | Feb 24, 2026 |
| Insight Wealth Partners, LLC | History | Added to | 33,750 | 3,141 | 0.43% | 0.91% | 177 | +1,868 | 5.86% | Q4 2025 | Feb 17, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 33,101 | 3,081 | 0.44% | 0.46% | 178 | -2,226 | -6.3% | Q4 2025 | Jan 23, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 32,662 | 3,040 | 0.17% | — | 179 | +32,662 | New | Q4 2025 | Feb 04, 2026 |
| Cooper Financial Group | History | Reduced | 32,498 | 3,024 | 0.32% | 0.39% | 180 | -5,014 | -13.37% | Q4 2025 | Jan 08, 2026 |
| SOL Capital Management CO | History | Added to | 32,325 | 3,009 | 0.27% | 0.24% | 181 | +3,099 | 10.6% | Q4 2025 | Jan 30, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 31,934 | 2,972 | 0.01% | 0.01% | 182 | +5,290 | 19.85% | Q4 2025 | Feb 11, 2026 |
| Strategic Advisors LLC | History | Reduced | 31,514 | 2,933 | 0.46% | 0.62% | 183 | -9,710 | -23.55% | Q4 2025 | Feb 10, 2026 |
| Essex Financial Services, Inc. | History | Added to | 31,490 | 2,931 | 0.17% | 0.17% | 184 | +366 | 1.18% | Q4 2025 | Feb 10, 2026 |
| Fairway Financial, LLC | History | Added to | 31,121 | 2,896 | 2.19% | 2.09% | 185 | +2,758 | 9.72% | Q4 2025 | Feb 04, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 31,100 | 2,894 | 0.0% | 0.0% | 186 | +27,200 | 697.44% | Q4 2025 | Feb 12, 2026 |
| MCF Advisors LLC | History | New | 30,713 | 2,871 | 0.16% | — | 187 | +30,713 | New | Q4 2025 | Feb 11, 2026 |
| John W. Brooker & Co., CPAs | History | Reduced | 30,587 | 2,847 | 5.1% | 6.08% | 188 | -1,501 | -4.68% | Q4 2025 | Jan 13, 2026 |
| Wilkerson Advisory Group LLC | History | New | 30,581 | 2,846 | 1.0% | — | 189 | +30,581 | New | Q4 2025 | Feb 13, 2026 |
| Elyxium Wealth, LLC | History | New | 29,933 | 2,786 | 0.77% | — | 190 | +29,933 | New | Q4 2025 | Feb 05, 2026 |
| Maia Wealth LLC | History | Added to | 28,373 | 2,666 | 0.46% | 0.42% | 191 | +1,994 | 7.56% | Q4 2025 | Feb 17, 2026 |
| Womack Financial LLC | History | Added to | 28,576 | 2,659 | 1.96% | 1.9% | 192 | +1,759 | 6.56% | Q4 2025 | Feb 10, 2026 |
| Creative Planning | History | Added to | 26,647 | 2,480 | 0.0% | 0.0% | 193 | +3,551 | 15.37% | Q4 2025 | Feb 17, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | New | 26,049 | 2,424 | 2.39% | — | 194 | +26,049 | New | Q4 2025 | Jan 26, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 25,470 | 2,370 | 0.01% | 0.01% | 195 | +296 | 1.18% | Q4 2025 | Feb 12, 2026 |
| Menard Financial Group LLC | History | Reduced | 24,730 | 2,301 | 1.58% | 1.61% | 196 | -985 | -3.83% | Q4 2025 | Feb 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 24,537 | 2,283 | 0.08% | 0.08% | 197 | -99 | -0.4% | Q4 2025 | Feb 12, 2026 |
| Strategic Blueprint, LLC | History | Added to | 24,422 | 2,273 | 0.13% | 0.08% | 198 | +4,540 | 22.83% | Q4 2025 | Jan 30, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | Reduced | 23,970 | 2,231 | 0.51% | 0.76% | 199 | -9,331 | -28.02% | Q4 2025 | Feb 05, 2026 |
| Brookstone Capital Management | History | Reduced | 23,717 | 2,207 | 0.03% | 0.03% | 200 | -2,495 | -9.52% | Q4 2025 | Jan 15, 2026 |
| &PARTNERS | History | Added to | 23,592 | 2,199 | 0.01% | 0.0% | 201 | +16,169 | 217.82% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 23,560 | 2,193 | 0.03% | 0.02% | 202 | +10,567 | 81.33% | Q4 2025 | Feb 17, 2026 |
| Fortitude Financial, LLC | History | New | 23,457 | 2,183 | 1.85% | — | 203 | +23,457 | New | Q4 2025 | Jan 27, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 23,449 | 2,182 | 0.0% | 0.0% | 204 | +4,035 | 20.78% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 23,166 | 2,156 | 0.01% | 0.01% | 205 | +2,309 | 11.07% | Q4 2025 | Feb 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 22,864 | 2,128 | 0.01% | — | 206 | +22,864 | New | Q4 2025 | Feb 18, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 22,715 | 2,114 | 0.04% | 0.04% | 207 | +75 | 0.33% | Q4 2025 | Feb 10, 2026 |
| D'Orazio & Associates, Inc. | History | Reduced | 22,418 | 2,086 | 0.27% | 0.29% | 208 | -1,037 | -4.42% | Q4 2025 | Feb 04, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 22,080 | 2,055 | 0.01% | 0.01% | 209 | +698 | 3.26% | Q4 2025 | Jan 27, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 21,582 | 2,008 | 0.04% | 0.05% | 210 | -3,666 | -14.52% | Q4 2025 | Jan 14, 2026 |
| CITIGROUP INC | History | Added to | 21,498 | 2,001 | 0.0% | 0.0% | 211 | +3,164 | 17.26% | Q4 2025 | Feb 13, 2026 |
| Wealth Advisors of Iowa, LLC | History | Added to | 21,183 | 1,971 | 0.65% | 0.67% | 212 | +74 | 0.35% | Q4 2025 | Feb 05, 2026 |
| Berger Financial Group, Inc | History | Added to | 21,071 | 1,961 | 0.11% | 0.11% | 213 | +1,074 | 5.37% | Q4 2025 | Jan 27, 2026 |
| Patten Group, Inc. | History | Added to | 20,795 | 1,935 | 0.36% | 0.37% | 214 | +304 | 1.48% | Q4 2025 | Jan 23, 2026 |
| Richard W. Paul & Associates, LLC | History | Added to | 19,545 | 1,819 | 0.6% | 0.5% | 215 | +3,831 | 24.38% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 18,500 | 1,721 | 0.0% | 0.0% | 216 | +3,500 | 23.33% | Q4 2025 | Feb 17, 2026 |
| Lionsbridge Wealth Management LLC | History | Added to | 18,189 | 1,693 | 1.71% | 1.59% | 217 | +844 | 4.87% | Q4 2025 | Jan 26, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 18,036 | 1,678 | 0.06% | 0.06% | 218 | -617 | -3.31% | Q4 2025 | Feb 03, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | No change | 17,742 | 1,651 | 0.23% | 0.24% | 219 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ascent Group, LLC | History | Added to | 17,599 | 1,638 | 0.06% | 0.06% | 220 | +384 | 2.23% | Q4 2025 | Jan 20, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Reduced | 17,462 | 1,625 | 0.69% | 0.69% | 221 | -86 | -0.49% | Q4 2025 | Feb 10, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 17,435 | 1,622 | 0.22% | — | 222 | +17,435 | New | Q4 2025 | Feb 04, 2026 |
| Asset One Wealth Management LLC | History | New | 17,122 | 1,593 | 0.22% | — | 223 | +17,122 | New | Q4 2025 | Feb 17, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Added to | 16,408 | 1,527 | 0.17% | 0.13% | 224 | +4,233 | 34.77% | Q4 2025 | Jan 14, 2026 |
| Corient Private Wealth LLC | History | Added to | 16,351 | 1,522 | 0.0% | 0.0% | 225 | +6,065 | 58.96% | Q4 2025 | Mar 09, 2026 |
| Beckerman Institutional, LLC | History | New | 16,342 | 1,521 | 0.85% | — | 226 | +16,342 | New | Q4 2025 | Feb 10, 2026 |
| Krilogy Financial LLC | History | Reduced | 16,055 | 1,504 | 0.05% | 0.06% | 227 | -1,714 | -9.65% | Q4 2025 | Jan 27, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 16,115 | 1,499 | 0.45% | 0.38% | 228 | +2,912 | 22.06% | Q4 2025 | Feb 06, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 15,697 | 1,461 | 0.08% | 0.08% | 229 | +328 | 2.13% | Q4 2025 | Jan 07, 2026 |
| Valmark Advisers, Inc. | History | Added to | 15,244 | 1,418 | 0.02% | 0.02% | 230 | +1,297 | 9.3% | Q4 2025 | Jan 26, 2026 |
| DUDLEY CAPITAL MANAGEMENT, LLC | History | Reduced | 15,040 | 1,399 | 0.61% | 0.65% | 231 | -415 | -2.69% | Q4 2025 | Feb 02, 2026 |
| Aristides Capital LLC | History | Added to | 14,977 | 1,394 | 0.25% | 0.19% | 232 | +640 | 4.46% | Q4 2025 | Feb 26, 2026 |
| Parallel Advisors, LLC | History | Added to | 14,968 | 1,393 | 0.03% | 0.02% | 233 | +1,174 | 8.51% | Q4 2025 | Feb 11, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 14,910 | 1,387 | 0.47% | 0.53% | 234 | -2,168 | -12.69% | Q4 2025 | Jan 07, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 14,429 | 1,343 | 0.02% | 0.02% | 235 | -2,537 | -14.95% | Q4 2025 | Feb 09, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 14,343 | 1,335 | 0.08% | 0.08% | 236 | -216 | -1.48% | Q4 2025 | Jan 07, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 14,316 | 1,332 | 0.21% | 0.21% | 237 | -20 | -0.14% | Q4 2025 | Jan 23, 2026 |
| Signal Advisors Wealth, LLC | History | New | 14,286 | 1,329 | 0.11% | — | 238 | +14,286 | New | Q4 2025 | Jan 13, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 13,835 | 1,287 | 0.11% | 0.11% | 239 | +743 | 5.68% | Q4 2025 | Jan 23, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 13,723 | 1,277 | 0.46% | 0.5% | 240 | +303 | 2.26% | Q4 2025 | Feb 11, 2026 |
| Continuum Advisory, LLC | History | Added to | 13,332 | 1,240 | 0.12% | 0.13% | 241 | +372 | 2.87% | Q4 2025 | Feb 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 13,244 | 1,233 | 0.01% | 0.0% | 242 | +8,975 | 210.24% | Q4 2025 | Jan 05, 2026 |
| Waterfront Wealth Inc. | History | Added to | 13,057 | 1,223 | 0.23% | 0.24% | 243 | +432 | 3.42% | Q4 2025 | Jan 27, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 13,047 | 1,214 | 0.01% | — | 244 | +13,047 | New | Q4 2025 | Feb 17, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 12,988 | 1,209 | 0.04% | 0.04% | 245 | +3,193 | 32.6% | Q4 2025 | Feb 13, 2026 |
| Ramiah Investment Group | History | Added to | 12,792 | 1,190 | 1.17% | 1.05% | 246 | +1,377 | 12.06% | Q4 2025 | Jan 28, 2026 |
| Golden State Equity Partners | History | Added to | 12,691 | 1,181 | 0.19% | 0.07% | 247 | +8,213 | 183.41% | Q4 2025 | Jan 29, 2026 |
| PKS Advisory Services, LLC | History | Added to | 12,688 | 1,180 | 0.27% | 0.23% | 248 | +732 | 6.12% | Q4 2025 | Feb 02, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 12,659 | 1,178 | 0.27% | 0.27% | 249 | +129 | 1.03% | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 12,607 | 1,173 | 0.02% | 0.01% | 250 | +706 | 5.93% | Q4 2025 | Feb 02, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | New | 12,370 | 1,151 | 0.12% | — | 251 | +12,370 | New | Q4 2025 | Feb 09, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Reduced | 12,359 | 1,150 | 0.55% | 0.63% | 252 | -756 | -5.76% | Q4 2025 | Jan 22, 2026 |
| PFG Advisors | History | Added to | 12,086 | 1,124 | 0.05% | 0.03% | 253 | +4,767 | 65.13% | Q4 2025 | Jan 27, 2026 |
| Strata Wealth Advisors, LLC | History | No change | 12,050 | 1,121 | 0.31% | 0.3% | 254 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kovack Advisors, Inc. | History | New | 12,029 | 1,119 | 0.05% | — | 255 | +12,029 | New | Q4 2025 | Feb 17, 2026 |
| MFA Wealth Services | History | Added to | 11,996 | 1,116 | 0.75% | 0.77% | 256 | +37 | 0.31% | Q4 2025 | Jan 15, 2026 |
| Your Advocates Ltd., LLP | History | Reduced | 11,640 | 1,083 | 0.35% | 0.39% | 257 | -862 | -6.89% | Q4 2025 | Feb 02, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 11,259 | 1,048 | 0.0% | 0.0% | 258 | +3,987 | 54.83% | Q4 2025 | Feb 17, 2026 |
| Savant Capital, LLC | History | Added to | 11,195 | 1,042 | 0.01% | 0.0% | 259 | +6,619 | 144.65% | Q4 2025 | Feb 10, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 10,956 | 1,019 | 0.02% | 0.02% | 260 | -163 | -1.47% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 10,893 | 1,013 | 0.02% | 0.02% | 261 | +354 | 3.36% | Q4 2025 | Feb 12, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 10,867 | 1,011 | 0.67% | 0.73% | 262 | -625 | -5.44% | Q4 2025 | Feb 05, 2026 |
| Leisure Capital Management | History | Added to | 10,656 | 991 | 0.33% | 0.16% | 263 | +5,727 | 116.19% | Q4 2025 | Jan 27, 2026 |
| HCR Wealth Advisors | History | Reduced | 10,524 | 979 | 0.1% | 0.1% | 264 | -193 | -1.8% | Q4 2025 | Jan 27, 2026 |
| First Growth Capital LLC | History | New | 10,412 | 974 | 0.86% | — | 265 | +10,412 | New | Q4 2025 | Feb 19, 2026 |
| Fort Point Capital Partners LLC | History | Added to | 10,296 | 964 | 0.11% | 0.11% | 266 | +46 | 0.45% | Q4 2025 | Feb 13, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | Reduced | 10,285 | 957 | 0.25% | 0.28% | 267 | -515 | -4.77% | Q4 2025 | Feb 09, 2026 |
| Trek Financial, LLC | History | Added to | 10,179 | 947 | 0.05% | 0.02% | 268 | +7,354 | 260.32% | Q4 2025 | Feb 04, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 10,058 | 936 | 0.4% | 0.45% | 269 | -1,209 | -10.73% | Q4 2025 | Jan 30, 2026 |
| CFO4Life Group, LLC | History | No change | 10,008 | 931 | 0.13% | 0.14% | 270 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Appalachian Capital Management Ltd | History | New | 9,969 | 927 | 0.74% | — | 271 | +9,969 | New | Q4 2025 | Feb 17, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Reduced | 9,947 | 925 | 0.24% | 0.31% | 272 | -1,580 | -13.71% | Q4 2025 | Feb 13, 2026 |
| Liberty Atlantic Advisors LLC | History | New | 9,927 | 923 | 0.91% | — | 273 | +9,927 | New | Q4 2025 | Feb 03, 2026 |
| Prosperity Consulting Group, LLC | History | New | 9,778 | 910 | 0.04% | — | 274 | +9,778 | New | Q4 2025 | Feb 17, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 9,301 | 866 | 0.05% | 0.05% | 275 | +259 | 2.86% | Q4 2025 | Mar 04, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 9,239 | 859 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 9,145 | 851 | 0.02% | 0.02% | 277 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 8,900 | 828 | 0.1% | — | 278 | +8,900 | New | Q4 2025 | Jan 27, 2026 |
| Ducere Wealth Management LLC | History | New | 8,724 | 812 | 0.32% | — | 279 | +8,724 | New | Q4 2025 | Feb 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 8,687 | 808 | 0.02% | 0.02% | 280 | -5,015 | -36.6% | Q4 2025 | Feb 11, 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | History | Reduced | 8,643 | 804 | 0.14% | 0.14% | 281 | -487 | -5.33% | Q4 2025 | Feb 13, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 8,606 | 801 | 0.59% | 0.62% | 282 | +90 | 1.06% | Q4 2025 | Feb 05, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 8,543 | 795 | 0.05% | 0.06% | 283 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Betterment LLC | History | Added to | 8,451 | 787 | 0.0% | 0.0% | 284 | +1,889 | 28.79% | Q4 2025 | Feb 12, 2026 |
| Base Wealth Management LLC | History | Reduced | 8,398 | 781 | 0.42% | 0.47% | 285 | -500 | -5.62% | Q4 2025 | Jan 21, 2026 |
| HBK Sorce Advisory LLC | History | New | 8,293 | 775 | 0.02% | — | 286 | +8,293 | New | Q4 2025 | Feb 09, 2026 |
| IFP Advisors, Inc | History | Added to | 8,242 | 767 | 0.02% | 0.02% | 287 | +159 | 1.97% | Q4 2025 | Feb 06, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 8,178 | 761 | 0.08% | 0.04% | 288 | +5,379 | 192.18% | Q4 2025 | Feb 11, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 8,167 | 760 | 0.04% | 0.04% | 289 | -342 | -4.02% | Q4 2025 | Feb 13, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 8,094 | 753 | 0.03% | 0.03% | 290 | -588 | -6.77% | Q4 2025 | Feb 04, 2026 |
| FSA Investment Group, LLC | History | Reduced | 7,981 | 742 | 0.45% | 0.47% | 292 | -40 | -0.5% | Q4 2025 | Jan 13, 2026 |
| Consilium Wealth Advisory, LLC | History | No change | 7,975 | 742 | 0.27% | 0.29% | 291 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 7,769 | 723 | 0.12% | 0.07% | 293 | +3,285 | 73.26% | Q4 2025 | Feb 09, 2026 |
| Duncan Williams Asset Management, LLC | History | Added to | 7,777 | 723 | 0.18% | 0.19% | 295 | +691 | 9.75% | Q4 2025 | Feb 05, 2026 |
| PFG Investments, LLC | History | Added to | 7,769 | 723 | 0.03% | 0.03% | 294 | +574 | 7.98% | Q4 2025 | Jan 26, 2026 |
| Atria Investments, Inc | History | Reduced | 7,748 | 721 | 0.01% | 0.01% | 296 | -609 | -7.29% | Q4 2025 | Feb 05, 2026 |
| Westwood Wealth Management | History | New | 7,498 | 700 | 0.53% | — | 298 | +7,498 | New | Q4 2025 | Jan 20, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 7,470 | 700 | 0.05% | 0.03% | 297 | +3,565 | 91.29% | Q4 2025 | Jan 15, 2026 |
| Lionshead Wealth Management, LLC | History | Reduced | 7,498 | 700 | 0.53% | 0.56% | 299 | -27 | -0.36% | Q4 2025 | Jan 13, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | New | 7,509 | 698 | 0.06% | — | 300 | +7,509 | New | Q4 2025 | Feb 12, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Added to | 7,478 | 696 | 0.23% | 0.16% | 301 | +2,367 | 46.31% | Q4 2025 | Feb 06, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 7,405 | 689 | 0.1% | 0.05% | 302 | +3,904 | 111.51% | Q4 2025 | Feb 04, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 7,391 | 687 | 0.4% | 0.41% | 303 | -104 | -1.39% | Q4 2025 | Jan 27, 2026 |
| Dakota Wealth Management | History | New | 7,327 | 681 | 0.01% | — | 304 | +7,327 | New | Q4 2025 | Jan 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 7,229 | 672 | 0.04% | 0.04% | 305 | +85 | 1.19% | Q4 2025 | Feb 06, 2026 |
| ORG Partners LLC | History | Reduced | 7,216 | 672 | 0.12% | 0.12% | 306 | -34 | -0.47% | Q4 2025 | Jan 14, 2026 |
| Avondale Wealth Management | History | No change | 7,100 | 660 | 0.34% | 0.35% | 307 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| American Trust | History | Reduced | 6,930 | 645 | 0.05% | 0.06% | 308 | -79 | -1.13% | Q4 2025 | Feb 17, 2026 |
| Williams & Novak, LLC | History | Added to | 6,878 | 640 | 0.48% | 0.32% | 309 | +2,382 | 52.98% | Q4 2025 | Feb 05, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Added to | 6,820 | 634 | 0.43% | 0.46% | 310 | +182 | 2.74% | Q4 2025 | Feb 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 6,806 | 633 | 0.0% | 0.0% | 311 | +1,344 | 24.61% | Q4 2025 | Mar 16, 2026 |
| Summit Investment Advisory Services, LLC | History | Added to | 6,667 | 620 | 0.23% | 0.2% | 312 | +1,200 | 21.95% | Q4 2025 | Feb 04, 2026 |
| Northwest Financial Advisors | History | Reduced | 6,470 | 602 | 1.24% | 3.94% | 313 | -26,386 | -80.31% | Q4 2025 | Jan 26, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 6,348 | 590 | 0.05% | 0.07% | 314 | -92 | -1.43% | Q4 2025 | Feb 11, 2026 |
| Asset Management Group, Inc. | History | Reduced | 6,299 | 586 | 0.09% | 0.1% | 315 | -328 | -4.95% | Q4 2025 | Feb 17, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 6,263 | 583 | 0.02% | 0.02% | 316 | +45 | 0.72% | Q4 2025 | Feb 12, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 6,205 | 577 | 0.04% | 0.03% | 317 | +1,620 | 35.33% | Q4 2025 | Feb 12, 2026 |
| Legacy Advisory Services, LLC | History | Added to | 6,086 | 566 | 0.43% | 0.43% | 318 | +8 | 0.13% | Q4 2025 | Jan 23, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 6,077 | 565 | 0.02% | 0.02% | 319 | +264 | 4.54% | Q4 2025 | Jan 09, 2026 |
| World Investment Advisors | History | Added to | 6,004 | 558 | 0.01% | 0.01% | 320 | +3,143 | 109.86% | Q4 2025 | Mar 12, 2026 |
| FSA Advisors, Inc. | History | Added to | 5,952 | 554 | 0.39% | 0.41% | 322 | +435 | 7.88% | Q4 2025 | Feb 02, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Reduced | 5,952 | 554 | 0.21% | 0.24% | 321 | -28 | -0.47% | Q4 2025 | Jan 27, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 5,842 | 543 | 0.12% | 0.17% | 323 | -1,362 | -18.91% | Q4 2025 | Feb 09, 2026 |
| Synergy Asset Management, LLC | History | New | 5,828 | 542 | 0.06% | — | 324 | +5,828 | New | Q4 2025 | Jan 13, 2026 |
| Decker Retirement Planning Inc. | History | Reduced | 5,806 | 540 | 0.27% | 0.31% | 325 | -169 | -2.83% | Q4 2025 | Jan 26, 2026 |
| Apollon Financial, LLC | History | New | 5,713 | 531 | 0.08% | — | 326 | +5,713 | New | Q4 2025 | Jan 22, 2026 |
| L.K. Benson & Company, P.C. | History | Reduced | 5,706 | 531 | 0.27% | 0.31% | 327 | -540 | -8.65% | Q4 2025 | Feb 06, 2026 |
| Claris Financial LLC | History | New | 5,564 | 517 | 0.28% | — | 328 | +5,564 | New | Q4 2025 | Feb 19, 2026 |
| Procyon Advisors, LLC | History | Reduced | 5,510 | 512 | 0.03% | 0.04% | 329 | -1,504 | -21.44% | Q4 2025 | Jan 07, 2026 |
| Milestones Private Investment Advisors LLC | History | Added to | 5,491 | 511 | 0.35% | 0.35% | 330 | +4 | 0.07% | Q4 2025 | Jan 26, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 5,381 | 500 | 0.01% | 0.01% | 331 | -433 | -7.45% | Q4 2025 | Feb 05, 2026 |
| XY Planning Network, Inc. | History | New | 5,359 | 498 | 0.09% | — | 332 | +5,359 | New | Q4 2025 | Jan 26, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 5,344 | 497 | 0.19% | 0.21% | 333 | +1 | 0.02% | Q4 2025 | Jan 21, 2026 |
| Investment Advisory Group, LLC | History | No change | 5,308 | 494 | 0.13% | 0.13% | 334 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Synergy Investment Management, LLC | History | Added to | 5,285 | 491 | 0.17% | 0.15% | 335 | +1,100 | 26.28% | Q4 2025 | Feb 06, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 5,204 | 484 | 0.09% | 0.09% | 336 | +295 | 6.01% | Q4 2025 | Jan 30, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 5,162 | 480 | 0.07% | 0.06% | 337 | +540 | 11.68% | Q4 2025 | Feb 13, 2026 |
| Westmount Partners, LLC | History | Reduced | 5,096 | 474 | 0.12% | 0.13% | 338 | -112 | -2.15% | Q4 2025 | Jan 15, 2026 |
| CIBC Asset Management Inc | History | No change | 5,030 | 468 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | New | 4,960 | 461 | 0.39% | — | 340 | +4,960 | New | Q4 2025 | Feb 13, 2026 |
| Sigma Planning Corp | History | Reduced | 4,929 | 458 | 0.01% | 0.01% | 341 | -545 | -9.96% | Q4 2025 | Jan 30, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 4,815 | 449 | 0.0% | 0.0% | 342 | -1,417 | -22.74% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Reduced | 4,740 | 441 | 0.0% | 0.0% | 343 | -1,130 | -19.25% | Q4 2025 | Feb 11, 2026 |
| Summit Financial, LLC | History | Added to | 4,700 | 439 | 0.01% | 0.01% | 344 | +905 | 23.85% | Q4 2025 | Feb 13, 2026 |
| ACT Advisors, LLC. | History | Added to | 4,720 | 439 | 0.17% | 0.17% | 345 | +124 | 2.7% | Q4 2025 | Jan 14, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 4,587 | 426 | 0.03% | 0.03% | 346 | -1,113 | -19.53% | Q4 2025 | Feb 18, 2026 |
| Cadence Bank | History | New | 4,545 | 423 | 0.02% | — | 347 | +4,545 | New | Q4 2025 | Jan 30, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | Added to | 4,492 | 419 | 0.18% | 0.16% | 348 | +667 | 17.44% | Q4 2025 | Feb 05, 2026 |
| SMITH, MOORE & CO. | History | New | 4,404 | 409 | 0.03% | — | 349 | +4,404 | New | Q4 2025 | Jan 23, 2026 |
| United Advisor Group, LLC | History | Added to | 4,268 | 397 | 0.05% | 0.05% | 350 | +434 | 11.32% | Q4 2025 | Jan 26, 2026 |
| IHT Wealth Management, LLC | History | Added to | 4,210 | 391 | 0.01% | 0.01% | 351 | +1,511 | 55.98% | Q4 2025 | Feb 17, 2026 |
| ADG Wealth Management Group, LLC | History | New | 4,186 | 389 | 0.29% | — | 353 | +4,186 | New | Q4 2025 | Jan 15, 2026 |
| MBL Wealth, LLC | History | Reduced | 4,180 | 389 | 0.03% | 0.03% | 352 | -69 | -1.62% | Q4 2025 | Jan 21, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 4,152 | 386 | 0.01% | 0.01% | 354 | +492 | 13.44% | Q4 2025 | Jan 16, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 4,116 | 383 | 0.06% | 0.06% | 355 | +7 | 0.17% | Q4 2025 | Jan 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 4,107 | 382 | 0.01% | 0.01% | 356 | +1,961 | 91.38% | Q4 2025 | Jan 23, 2026 |
| CITADEL ADVISORS LLC | History | New | 4,100 | 381 | 0.0% | — | 357 | +4,100 | New | Q4 2025 | Feb 17, 2026 |
| IVC Wealth Advisors LLC | History | New | 4,082 | 379 | 0.16% | — | 358 | +4,082 | New | Q4 2025 | Jan 16, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 4,050 | 376 | 0.02% | 0.02% | 359 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Added to | 3,996 | 373 | 0.08% | 0.05% | 360 | +1,711 | 74.88% | Q4 2025 | Feb 11, 2026 |
| MAI Capital Management | History | Reduced | 3,975 | 370 | 0.0% | 0.0% | 361 | -40 | -1.0% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 3,859 | 359 | 0.0% | 0.0% | 362 | +2,003 | 107.92% | Q4 2025 | Feb 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 3,683 | 342 | 0.01% | 0.01% | 363 | -426 | -10.37% | Q4 2025 | Feb 09, 2026 |
| Focused Wealth Management, Inc | History | Reduced | 3,662 | 340 | 0.04% | 0.04% | 364 | -491 | -11.82% | Q4 2025 | Jan 29, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 3,641 | 338 | 0.0% | 0.0% | 365 | +1,475 | 68.1% | Q4 2025 | Jan 21, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 3,611 | 337 | 0.02% | — | 366 | +3,611 | New | Q4 2025 | Feb 03, 2026 |
| MATHER GROUP, LLC. | History | Added to | 3,616 | 336 | 0.0% | 0.0% | 367 | +261 | 7.78% | Q4 2025 | Jan 13, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 3,608 | 335 | 0.07% | 0.07% | 368 | +161 | 4.67% | Q4 2025 | Jan 26, 2026 |
| J. Derek Lewis & Associates Inc. | History | New | 3,585 | 333 | 0.08% | — | 369 | +3,585 | New | Q4 2025 | Mar 23, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 3,514 | 327 | 0.12% | 0.13% | 371 | -37 | -1.04% | Q4 2025 | Jan 13, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 3,518 | 327 | 0.01% | 0.01% | 370 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 3,498 | 325 | 0.01% | 0.01% | 373 | +1,261 | 56.37% | Q4 2025 | Feb 04, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 3,497 | 325 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 3,423 | 318 | 0.12% | 0.07% | 375 | +1,712 | 100.06% | Q4 2025 | Feb 17, 2026 |
| Apella Capital, LLC | History | Reduced | 3,423 | 318 | 0.01% | 0.01% | 374 | -271 | -7.34% | Q4 2025 | Jan 21, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 3,399 | 316 | 0.02% | 0.02% | 376 | +7 | 0.21% | Q4 2025 | Feb 20, 2026 |
| Legacy Edge Advisors, LLC | History | New | 3,378 | 314 | 0.03% | — | 377 | +3,378 | New | Q4 2025 | Feb 02, 2026 |
| EQ LLC | History | Reduced | 3,339 | 310 | 0.09% | 0.23% | 378 | -3,950 | -54.19% | Q4 2025 | Feb 10, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 3,324 | 310 | 0.09% | 0.11% | 379 | -86 | -2.52% | Q4 2025 | Feb 10, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 3,320 | 309 | 0.01% | 0.02% | 380 | -158 | -4.54% | Q4 2025 | Jan 28, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 3,308 | 307 | 0.02% | 0.02% | 381 | -6 | -0.18% | Q4 2025 | Feb 10, 2026 |
| Cardinal Point Capital Management ULC | History | Reduced | 3,241 | 302 | 0.02% | 0.02% | 382 | -504 | -13.46% | Q4 2025 | Feb 05, 2026 |
| First PREMIER Bank | History | Added to | 3,198 | 298 | 0.07% | 0.03% | 383 | +1,643 | 105.66% | Q4 2025 | Jan 23, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 3,088 | 287 | 0.04% | 0.05% | 384 | -141 | -4.37% | Q4 2025 | Feb 10, 2026 |
| Artemis Wealth Advisors, LLC | History | Added to | 3,027 | 281 | 0.04% | 0.03% | 385 | +39 | 1.31% | Q4 2025 | Feb 13, 2026 |
| Addison Capital Co | History | Reduced | 2,972 | 276 | 0.07% | 0.1% | 386 | -645 | -17.83% | Q4 2025 | Feb 02, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 2,926 | 272 | 0.04% | 0.04% | 387 | +37 | 1.28% | Q4 2025 | Feb 13, 2026 |
| StoneX Group Inc. | History | New | 2,900 | 271 | 0.01% | — | 388 | +2,900 | New | Q4 2025 | Feb 12, 2026 |
| BCR Wealth Strategies, LLC | History | No change | 2,893 | 269 | 0.09% | 0.09% | 389 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Widmann Financial Services, Inc. | History | New | 2,850 | 265 | 0.16% | — | 390 | +2,850 | New | Q4 2025 | Feb 18, 2026 |
| Blue Edge Capital, LLC | History | Added to | 2,832 | 263 | 0.04% | 0.03% | 391 | +318 | 12.65% | Q4 2025 | Feb 12, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 2,835 | 263 | 0.03% | 0.03% | 393 | +2 | 0.07% | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 2,831 | 263 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| OneAscent Wealth Management LLC | History | Reduced | 2,765 | 257 | 0.09% | 0.12% | 394 | -1,002 | -26.6% | Q4 2025 | Feb 11, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 2,750 | 256 | 0.01% | 0.01% | 395 | +4 | 0.15% | Q4 2025 | Feb 02, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Reduced | 2,743 | 255 | 0.06% | 0.07% | 396 | -43 | -1.54% | Q4 2025 | Jan 23, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 2,741 | 255 | 0.09% | 0.1% | 397 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Beacon Capital Management, LLC | History | New | 2,704 | 251 | 0.04% | — | 399 | +2,704 | New | Q4 2025 | Feb 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 2,698 | 251 | 0.03% | — | 400 | +2,698 | New | Q4 2025 | Feb 09, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 2,729 | 251 | 0.02% | 0.01% | 398 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Signature Equity Partners, LLC | History | New | 2,637 | 245 | 0.14% | — | 401 | +2,637 | New | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 2,622 | 244 | 0.01% | 0.01% | 402 | -1,344 | -33.89% | Q4 2025 | Feb 06, 2026 |
| Endowment Wealth Management, Inc. | History | New | 2,569 | 239 | 0.11% | — | 403 | +2,569 | New | Q4 2025 | Feb 09, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 2,547 | 237 | 0.1% | 0.06% | 404 | -2 | -0.08% | Q4 2025 | Feb 11, 2026 |
| Evolution Wealth Advisors, LLC | History | Reduced | 2,546 | 236 | 0.02% | 0.04% | 406 | -626 | -19.74% | Q4 2025 | Jan 12, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Reduced | 2,546 | 236 | 0.02% | 0.02% | 405 | -131 | -4.89% | Q4 2025 | Jan 27, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 2,500 | 232 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ferguson Shapiro LLC | History | Reduced | 2,423 | 225 | 0.07% | 0.07% | 408 | -44 | -1.78% | Q4 2025 | Jan 26, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 2,392 | 222 | 0.05% | 0.05% | 409 | -9 | -0.37% | Q4 2025 | Jan 16, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 2,379 | 221 | 0.02% | 0.03% | 410 | -319 | -11.82% | Q4 2025 | Mar 03, 2026 |
| Mechanics Bank Trust Department | History | Reduced | 2,371 | 220 | 0.03% | 0.04% | 411 | -437 | -15.56% | Q4 2025 | Jan 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 2,349 | 218 | 0.01% | — | 412 | +2,349 | New | Q4 2025 | Feb 13, 2026 |
| Paragon Capital Management LLC | History | New | 2,314 | 215 | 0.11% | — | 413 | +2,314 | New | Q4 2025 | Feb 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 2,300 | 214 | 0.0% | 0.0% | 414 | -50 | -2.13% | Q4 2025 | Jan 16, 2026 |
| Prospera Financial Services Inc | History | Reduced | 2,293 | 213 | 0.0% | 0.0% | 415 | -661 | -22.38% | Q4 2025 | Feb 09, 2026 |
| Financial Planning Hawaii, Inc. | History | New | 2,268 | 211 | 0.12% | — | 416 | +2,268 | New | Q4 2025 | Jan 15, 2026 |
| Allen Capital Group, LLC | History | New | 2,242 | 208 | 0.02% | — | 417 | +2,242 | New | Q4 2025 | Feb 09, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | New | 2,229 | 207 | 0.01% | — | 418 | +2,229 | New | Q4 2025 | Jan 12, 2026 |
| Round Rock Advisors LLC | History | No change | 2,223 | 206 | 0.03% | 0.03% | 419 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Reduced | 2,200 | 204 | 0.0% | 0.03% | 420 | -15,830 | -87.8% | Q4 2025 | Feb 12, 2026 |
| Engineers Gate Manager LP | History | New | 2,197 | 204 | 0.0% | — | 421 | +2,197 | New | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 2,157 | 200 | 0.02% | 0.03% | 422 | -1,523 | -41.39% | Q4 2025 | Jan 26, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 2,141 | 199 | 0.0% | 0.0% | 423 | +1,317 | 159.83% | Q4 2025 | Feb 09, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 2,107 | 196 | 0.1% | 0.1% | 424 | -792 | -27.32% | Q4 2025 | Feb 18, 2026 |
| Wagner Wealth Management, LLC | History | No change | 2,066 | 192 | 0.04% | 0.04% | 425 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Triumph Capital Management | History | New | 1,945 | 181 | 0.04% | — | 426 | +1,945 | New | Q4 2025 | Feb 12, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 1,912 | 177 | 0.01% | 0.01% | 427 | -17 | -0.88% | Q4 2025 | Jan 21, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 1,787 | 166 | 0.0% | 0.0% | 429 | -25 | -1.38% | Q4 2025 | Feb 11, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 1,788 | 166 | 0.0% | 0.0% | 428 | -3 | -0.17% | Q4 2025 | Feb 06, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 1,661 | 155 | 0.02% | 0.02% | 430 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Goodman Advisory Group, LLC | History | Reduced | 1,544 | 143 | 0.04% | 0.05% | 431 | -627 | -28.88% | Q4 2025 | Feb 11, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,501 | 139 | 0.0% | 0.01% | 432 | -111 | -6.89% | Q4 2025 | Feb 06, 2026 |
| DV Trading LLC | History | New | 1,373 | 127 | 0.0% | — | 433 | +1,373 | New | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,280 | 119 | 0.0% | 0.0% | 434 | -9 | -0.7% | Q4 2025 | Jan 30, 2026 |
| Arax Advisory Partners | History | New | 1,174 | 109 | 0.0% | — | 435 | +1,174 | New | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Added to | 1,161 | 108 | 0.0% | 0.0% | 436 | +32 | 2.83% | Q4 2025 | Jan 23, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 1,143 | 106 | 0.04% | 0.04% | 437 | +1 | 0.09% | Q4 2025 | Feb 11, 2026 |
| Colonial Trust Co / SC | History | No change | 1,100 | 103 | 0.01% | 0.01% | 438 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Lodestone Wealth Management LLC | History | New | 1,037 | 96 | 0.04% | — | 439 | +1,037 | New | Q4 2025 | Jan 15, 2026 |
| Security National Bank | History | No change | 1,013 | 94 | 0.01% | 0.01% | 440 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 956 | 88 | 0.03% | 0.03% | 441 | +21 | 2.25% | Q4 2025 | Jan 22, 2026 |
| Pandora Wealth, Inc. | History | No change | 913 | 84 | 0.05% | 0.05% | 442 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 885 | 82 | 0.08% | — | 444 | +885 | New | Q4 2025 | Feb 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 885 | 82 | 0.0% | 0.0% | 443 | -21 | -2.32% | Q4 2025 | Feb 17, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 839 | 78 | 0.02% | 0.02% | 445 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Redwood Park Advisors LLC | History | New | 808 | 75 | 0.05% | — | 446 | +808 | New | Q4 2025 | Feb 17, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 788 | 73 | 0.03% | 0.02% | 447 | +52 | 7.07% | Q4 2025 | Jan 09, 2026 |
| TRUST CO OF VERMONT | History | No change | 780 | 72 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 626 | 58 | 0.01% | 0.01% | 449 | +9 | 1.46% | Q4 2025 | Feb 11, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 616 | 57 | 0.05% | — | 450 | +616 | New | Q4 2025 | Feb 10, 2026 |
| Ancora Advisors LLC | History | No change | 602 | 56 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 582 | 54 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 562 | 52 | 0.01% | 0.01% | 453 | +1 | 0.18% | Q4 2025 | Feb 13, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 525 | 48 | 0.01% | 0.01% | 454 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Register Financial Advisors LLC | History | Added to | 510 | 47 | 0.02% | 0.01% | 455 | +288 | 129.73% | Q4 2025 | Jan 21, 2026 |
| Parkside Financial Bank & Trust | History | No change | 500 | 46 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SYM FINANCIAL Corp | History | Reduced | 462 | 43 | 0.0% | 0.01% | 457 | -46 | -9.06% | Q4 2025 | Feb 13, 2026 |
| Avion Wealth | History | Reduced | 448 | 41 | 0.01% | 0.01% | 458 | -165 | -26.92% | Q4 2025 | Jan 23, 2026 |
| Allianz Asset Management GmbH | History | Added to | 417 | 38 | 0.0% | 0.0% | 459 | +80 | 23.74% | Q4 2025 | Feb 11, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Added to | 377 | 35 | 0.02% | 0.02% | 460 | +2 | 0.53% | Q4 2025 | Feb 12, 2026 |
| SageView Advisory Group, LLC | History | New | 358 | 33 | 0.0% | — | 461 | +358 | New | Q4 2025 | Feb 17, 2026 |
| Independence Bank of Kentucky | History | No change | 325 | 30 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 318 | 29 | 0.0% | 0.01% | 463 | -7 | -2.15% | Q4 2025 | Feb 02, 2026 |
| Eagle Bay Advisors LLC | History | New | 294 | 27 | 0.02% | — | 464 | +294 | New | Q4 2025 | Jan 23, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 295 | 27 | 0.01% | 0.02% | 465 | +55 | 22.92% | Q4 2025 | Feb 17, 2026 |
| Bogart Wealth, LLC | History | No change | 276 | 25 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| AlphaCore Capital LLC | History | New | 243 | 22 | 0.0% | — | 467 | +243 | New | Q4 2025 | Feb 05, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 246 | 22 | 0.02% | 0.02% | 468 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Millstone Evans Group, LLC | History | No change | 246 | 22 | 0.01% | 0.01% | 469 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 220 | 20 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Clarity Asset Management, Inc. | History | New | 173 | 16 | 0.01% | — | 471 | +173 | New | Q4 2025 | Feb 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 153 | 14 | 0.0% | — | 472 | +153 | New | Q4 2025 | Feb 05, 2026 |
| Scarborough Advisors, LLC | History | Added to | 147 | 13 | 0.0% | 0.0% | 474 | +2 | 1.38% | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 140 | 13 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| First Command Advisory Services, Inc. | History | New | 134 | 12 | 0.0% | — | 476 | +134 | New | Q4 2025 | Feb 11, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 131 | 12 | 0.0% | 0.0% | 475 | -14 | -9.66% | Q4 2025 | Feb 09, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 122 | 11 | 0.0% | — | 477 | +122 | New | Q4 2025 | Feb 17, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 124 | 11 | 0.0% | 0.0% | 478 | -45 | -26.63% | Q4 2025 | Feb 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 109 | 10 | 0.0% | 0.04% | 479 | -5,223 | -97.96% | Q4 2025 | Feb 03, 2026 |
| Key Capital Management, INC | History | New | 100 | 9 | 0.01% | — | 480 | +100 | New | Q4 2025 | Jan 26, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 88 | 8 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bank of Jackson Hole Trust | History | No change | 86 | 8 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| POM Investment Strategies, LLC | History | New | 79 | 7 | 0.0% | — | 483 | +79 | New | Q4 2025 | Feb 17, 2026 |
| Crewe Advisors LLC | History | No change | 66 | 6 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Sound Income Strategies, LLC | History | Added to | 60 | 5 | 0.0% | 0.0% | 485 | +15 | 33.33% | Q4 2025 | Jan 21, 2026 |
| Root Financial Partners, LLC | History | New | 43 | 4 | 0.0% | — | 488 | +43 | New | Q4 2025 | Feb 10, 2026 |
| EASTERN BANK | History | No change | 50 | 4 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| McIlrath & Eck, LLC | History | No change | 45 | 4 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 42 | 3 | 0.0% | 0.0% | 489 | -66 | -61.11% | Q4 2025 | Jan 13, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 36 | 3 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Caldwell Trust Co | History | No change | 34 | 3 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Measured Wealth Private Client Group, LLC | History | New | 25 | 2 | 0.0% | — | 492 | +25 | New | Q4 2025 | Feb 10, 2026 |
| Spire Wealth Management | History | No change | 23 | 2 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 21 | 1 | 0.0% | 0.0% | 495 | -123 | -85.42% | Q4 2025 | Feb 12, 2026 |
| BARRETT & COMPANY, INC. | History | New | 12 | 1 | 0.0% | — | 494 | +12 | New | Q4 2025 | Jan 28, 2026 |
| BFSG, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -18,653 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Retireful, LLC | History | Closed out | 0 | 0 | — | 1.42% | — | -15,746 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Crossmark Global Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -12,568 | -100.0% | Q3 2025 | Nov 12, 2025 |
| M Holdings Securities, Inc. | History | Closed out | 0 | 0 | — | 0.21% | — | -10,706 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Astoria Portfolio Advisors LLC. | History | Closed out | 0 | 0 | — | 0.15% | — | -6,195 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.07% | — | -5,725 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Closed out | 0 | 0 | — | 0.07% | — | -5,399 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Gallacher Capital Management LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -4,373 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Moment Partners, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -4,000 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Almanack Investment Partners, LLC. | History | Closed out | 0 | 0 | — | 0.04% | — | -2,670 | -100.0% | Q3 2025 | Oct 22, 2025 |
| LifeWealth Investments, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -2,563 | -100.0% | Q3 2025 | Jan 26, 2026 |
| Fisher Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,470 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,429 | -100.0% | Q3 2025 | Nov 03, 2025 |
| WealthPlan Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,301 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Old Port Advisors | History | Closed out | 0 | 0 | — | 0.05% | — | -2,175 | -100.0% | Q3 2025 | Oct 06, 2025 |
| MASECO LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -648 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Northwest Capital Management Inc | History | Closed out | 0 | 0 | — | 0.05% | — | -565 | -100.0% | Q3 2025 | Oct 20, 2025 |
| FIRST COMMUNITY TRUST NA | History | Closed out | 0 | 0 | — | 0.02% | — | -221 | -100.0% | Q3 2025 | Oct 07, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -136 | -100.0% | Q3 2025 | Nov 03, 2025 |
| JFS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Archer Investment Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q3 2025 | Nov 03, 2025 |
| BLUELINE ADVISORS LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 10, 2026 |
| Kingdom Financial Group LLC. | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 06, 2026 |
| Mascoma Wealth Management LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Versant Capital Management, Inc | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |