Global X Funds - BOTZ
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 83 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 5,365,982 | 194,409 | 0.01% | 0.01% | 1 | -200,914 | -3.61% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 3,593,928 | 130,208 | 0.01% | 0.01% | 2 | +229,951 | 6.84% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 2,495,832 | 90,423 | 0.02% | 0.02% | 3 | +231,067 | 10.2% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,641,295 | 59,464 | 0.01% | 0.01% | 4 | +101,726 | 6.61% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 1,158,467 | 41,971 | 0.01% | 0.01% | 5 | -185,891 | -13.83% | Q4 2025 | Jan 29, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 896,252 | 32,471 | 0.09% | 0.07% | 6 | +269,370 | 42.97% | Q4 2025 | Jan 26, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 841,372 | 30,482 | 0.0% | 0.0% | 7 | -40,767 | -4.62% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 822,894 | 29,813 | 0.04% | 0.04% | 8 | -46,612 | -5.36% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 782,164 | 28,337 | 0.01% | 0.01% | 9 | +161,048 | 25.93% | Q4 2025 | Feb 18, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 726,094 | 26,306 | 0.0% | 0.0% | 10 | +442,260 | 155.82% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 592,205 | 21,455 | 0.01% | 0.0% | 11 | +18,337 | 3.2% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 546,569 | 19,802 | 0.0% | 0.0% | 12 | +79,368 | 16.99% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 538,772 | 19,519 | 0.01% | 0.01% | 13 | +115,801 | 27.38% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 517,540 | 18,750 | 0.01% | 0.01% | 14 | -25,381 | -4.67% | Q4 2025 | Feb 06, 2026 |
| ROYAL BANK OF CANADA | History | New | 510,254 | 18,486 | 0.0% | — | 15 | +510,254 | New | Q4 2025 | Feb 17, 2026 |
| Lido Advisors, LLC | History | New | 458,765 | 16,617 | 0.05% | — | 16 | +458,765 | New | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Added to | 442,347 | 16,026 | 0.02% | 0.02% | 17 | +8,836 | 2.04% | Q4 2025 | Feb 17, 2026 |
| Rafferty Asset Management, LLC | History | No change | 432,764 | 15,679 | 0.05% | 0.05% | 18 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 365,041 | 13,225 | 1.1% | 1.1% | 19 | +1,201 | 0.33% | Q4 2025 | Feb 09, 2026 |
| Modern Wealth Management, LLC | History | Added to | 343,014 | 12,427 | 0.23% | 0.22% | 20 | +30,847 | 9.88% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 303,139 | 10,982 | 0.01% | 0.01% | 21 | +9,793 | 3.34% | Q4 2025 | Feb 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 290,718 | 10,532 | 0.0% | 0.0% | 22 | +7,297 | 2.57% | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 285,582 | 10,347 | 0.03% | 0.03% | 23 | +21,560 | 8.17% | Q4 2025 | Feb 05, 2026 |
| Black Swift Group, LLC | History | Added to | 271,435 | 9,834 | 1.64% | 1.64% | 24 | +9,245 | 3.53% | Q4 2025 | Feb 10, 2026 |
| Wealthfront Advisers LLC | History | Added to | 259,746 | 9,410 | 0.02% | 0.02% | 25 | +17,665 | 7.3% | Q4 2025 | Jan 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 251,003 | 9,095 | 0.01% | 0.01% | 26 | -60,994 | -19.55% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 238,123 | 8,627 | 0.01% | 0.01% | 27 | +9,820 | 4.3% | Q4 2025 | Feb 13, 2026 |
| SOL Capital Management CO | History | Reduced | 229,330 | 8,309 | 0.75% | 0.76% | 28 | -11,192 | -4.65% | Q4 2025 | Jan 30, 2026 |
| TPG Financial Advisors, LLC | History | Added to | 228,801 | 8,289 | 2.77% | 2.8% | 29 | +16,471 | 7.76% | Q4 2025 | Feb 06, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 208,406 | 7,550 | 0.1% | 0.09% | 30 | +14,262 | 7.35% | Q4 2025 | Feb 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 203,446 | 7,370 | 0.02% | 0.02% | 31 | -25,671 | -11.2% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 190,759 | 6,911 | 0.03% | 0.04% | 32 | -80,926 | -29.79% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 180,202 | 6,537 | 0.0% | 0.0% | 33 | +38,243 | 26.94% | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 177,950 | 6,447 | 0.02% | 0.02% | 34 | +6,712 | 3.92% | Q4 2025 | Feb 17, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 172,988 | 6,267 | 0.3% | 0.36% | 35 | +3,313 | 1.95% | Q4 2025 | Jan 28, 2026 |
| Chevy Chase Trust Holdings, LLC | History | New | 170,202 | 6,166 | 0.02% | — | 36 | +170,202 | New | Q4 2025 | Feb 13, 2026 |
| Foguth Wealth Management, LLC. | History | New | 166,808 | 6,123 | 0.95% | — | 37 | +166,808 | New | Q4 2025 | Jan 05, 2026 |
| Fiduciary Alliance LLC | History | Added to | 136,861 | 4,958 | 0.32% | 0.32% | 38 | +4,118 | 3.1% | Q4 2025 | Jan 22, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 135,200 | 4,898 | 0.0% | 0.0% | 39 | -10,440 | -7.17% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 133,454 | 4,835 | 0.01% | 0.01% | 40 | -1,231 | -0.91% | Q4 2025 | Jan 26, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 130,969 | 4,744 | 0.01% | 0.01% | 41 | -2,043 | -1.54% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 123,363 | 4,469 | 0.0% | 0.0% | 42 | -930 | -0.75% | Q4 2025 | Feb 06, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 121,980 | 4,419 | 0.81% | 0.83% | 43 | +2,195 | 1.83% | Q4 2025 | Feb 09, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 121,194 | 4,390 | 0.3% | 0.29% | 44 | +12,664 | 11.67% | Q4 2025 | Feb 02, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 121,000 | 4,383 | 0.0% | 0.0% | 45 | +37,000 | 44.05% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Wealth | History | Added to | 110,016 | 3,985 | 0.0% | 0.01% | 46 | +1,993 | 1.84% | Q4 2025 | Feb 13, 2026 |
| Itau Unibanco Holding S.A. | History | New | 108,000 | 3,950 | 0.09% | — | 47 | +108,000 | New | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 108,187 | 3,919 | 0.03% | 0.02% | 48 | +12,821 | 13.44% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 106,511 | 3,858 | 0.0% | 0.0% | 49 | +4,395 | 4.3% | Q4 2025 | Feb 17, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 102,877 | 3,727 | 0.06% | 0.06% | 50 | +6,323 | 6.55% | Q4 2025 | Feb 03, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 100,042 | 3,624 | 0.02% | 0.01% | 51 | +62,278 | 164.91% | Q4 2025 | Jan 29, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Added to | 99,419 | 3,601 | 1.27% | 1.4% | 52 | +2,653 | 2.74% | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Reduced | 98,685 | 3,575 | 0.05% | 0.07% | 53 | -40,056 | -28.87% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 97,971 | 3,549 | 0.0% | 0.01% | 54 | +7,922 | 8.8% | Q4 2025 | Jan 09, 2026 |
| Private Advisor Group, LLC | History | Added to | 96,918 | 3,511 | 0.02% | 0.02% | 55 | +1,893 | 1.99% | Q4 2025 | Feb 17, 2026 |
| BEARING POINT CAPITAL, LLC | History | New | 96,625 | 3,500 | 0.55% | — | 56 | +96,625 | New | Q4 2025 | Feb 10, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 96,095 | 3,481 | 0.01% | 0.0% | 57 | +72,198 | 302.12% | Q4 2025 | Feb 12, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 93,539 | 3,388 | 0.07% | 0.07% | 58 | -11,848 | -11.24% | Q4 2025 | Feb 05, 2026 |
| Sage Capital Management, LLC | History | Reduced | 93,420 | 3,385 | 1.56% | 1.64% | 59 | -9,552 | -9.28% | Q4 2025 | Jan 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 88,594 | 3,209 | 0.01% | 0.01% | 60 | +7,740 | 9.57% | Q4 2025 | Mar 16, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 85,025 | 3,080 | 0.0% | 0.0% | 61 | -1,992 | -2.29% | Q4 2025 | Feb 09, 2026 |
| Nan Shan Life Insurance Co., Ltd. | History | No change | 80,000 | 2,898 | 0.09% | 0.06% | 62 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 79,523 | 2,881 | 0.02% | 0.02% | 63 | +5,808 | 7.88% | Q4 2025 | Jan 05, 2026 |
| Point72 Asset Management, L.P. | History | New | 77,299 | 2,800 | 0.0% | — | 64 | +77,299 | New | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Reduced | 73,260 | 2,654 | 0.0% | 0.0% | 65 | -11,021 | -13.08% | Q4 2025 | Feb 13, 2026 |
| Brookstone Capital Management | History | Added to | 70,320 | 2,547 | 0.03% | 0.01% | 66 | +35,228 | 100.39% | Q4 2025 | Jan 15, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 67,762 | 2,455 | 0.02% | 0.0% | 67 | +55,315 | 444.4% | Q4 2025 | Jan 29, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 65,892 | 2,387 | 0.03% | 0.03% | 68 | -95 | -0.14% | Q4 2025 | Feb 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 64,268 | 2,328 | 0.02% | 0.02% | 69 | -6,186 | -8.78% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 62,602 | 2,268 | 0.01% | 0.01% | 70 | -473 | -0.75% | Q4 2025 | Feb 18, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 61,558 | 2,230 | 0.0% | 0.0% | 71 | -4,312 | -6.55% | Q4 2025 | Feb 13, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | New | 25,544 | 2,120 | 2.01% | — | 72 | +25,544 | New | Q4 2025 | Jan 13, 2026 |
| Emerald Advisors, LLC | History | Reduced | 48,444 | 1,755 | 0.24% | 0.24% | 73 | -3,660 | -7.02% | Q4 2025 | Jan 27, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 48,173 | 1,745 | 0.0% | 0.0% | 74 | +7,483 | 18.39% | Q4 2025 | Feb 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 47,617 | 1,725 | 0.0% | 0.0% | 75 | +34,115 | 252.67% | Q4 2025 | Mar 25, 2026 |
| Hancock Prospecting Pty Ltd | History | No change | 45,766 | 1,658 | 0.05% | 0.05% | 76 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 45,182 | 1,636 | 0.02% | 0.02% | 77 | +4,166 | 10.16% | Q4 2025 | Jan 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 42,860 | 1,625 | 0.0% | 0.0% | 78 | +1,789 | 4.36% | Q4 2025 | Jan 08, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 44,414 | 1,609 | 0.02% | 0.02% | 79 | +339 | 0.77% | Q4 2025 | Feb 02, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 43,967 | 1,592 | 0.01% | 0.0% | 80 | +17,645 | 67.04% | Q4 2025 | Feb 12, 2026 |
| GFS Advisors, LLC | History | Reduced | 43,724 | 1,584 | 0.19% | 0.2% | 81 | -131 | -0.3% | Q4 2025 | Feb 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 43,673 | 1,582 | 0.04% | 0.04% | 82 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Sterling Investment Counsel, LLC | History | Added to | 42,232 | 1,530 | 0.44% | 0.47% | 83 | +598 | 1.44% | Q4 2025 | Jan 27, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 42,080 | 1,524 | 0.58% | 0.61% | 84 | -3,012 | -6.68% | Q4 2025 | Feb 13, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 39,537 | 1,475 | 0.25% | 0.25% | 85 | +561 | 1.44% | Q4 2025 | Feb 06, 2026 |
| Paragon Private Wealth Management, LLC | History | Added to | 40,683 | 1,473 | 0.45% | 0.46% | 86 | +1,330 | 3.38% | Q4 2025 | Feb 11, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 39,527 | 1,432 | 0.02% | 0.02% | 87 | -5,446 | -12.11% | Q4 2025 | Feb 09, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 38,449 | 1,393 | 0.06% | 0.06% | 88 | +796 | 2.11% | Q4 2025 | Feb 13, 2026 |
| Strategic Advocates LLC | History | Reduced | 36,889 | 1,349 | 0.35% | 0.35% | 89 | -1,010 | -2.66% | Q4 2025 | Feb 11, 2026 |
| Prospera Financial Services Inc | History | Added to | 36,073 | 1,307 | 0.02% | 0.02% | 90 | +5,274 | 17.12% | Q4 2025 | Feb 09, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 35,694 | 1,293 | 0.01% | 0.01% | 91 | +5,252 | 17.25% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | New | 33,923 | 1,229 | 0.04% | — | 92 | +33,923 | New | Q4 2025 | Feb 13, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 32,141 | 1,164 | 0.04% | 0.02% | 93 | +25,105 | 356.81% | Q4 2025 | Feb 04, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 31,839 | 1,153 | 0.03% | 0.04% | 94 | -10,414 | -24.65% | Q4 2025 | Feb 13, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 31,651 | 1,146 | 0.0% | 0.0% | 95 | -249 | -0.78% | Q4 2025 | Feb 10, 2026 |
| Arta Finance Wealth Management LLC | History | New | 30,077 | 1,089 | 0.56% | — | 96 | +30,077 | New | Q4 2025 | Jan 20, 2026 |
| FineMark National Bank & Trust | History | Added to | 30,057 | 1,088 | 0.03% | 0.03% | 97 | +7 | 0.02% | Q4 2025 | Feb 12, 2026 |
| Merit Financial Group, LLC | History | Reduced | 29,626 | 1,073 | 0.01% | 0.01% | 98 | -4,470 | -13.11% | Q4 2025 | Jan 26, 2026 |
| APS Management Group, Inc. | History | Reduced | 29,512 | 1,069 | 0.92% | 1.06% | 99 | -4,220 | -12.51% | Q4 2025 | Jan 28, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 29,196 | 1,057 | 0.01% | 0.02% | 100 | +548 | 1.91% | Q4 2025 | Jan 29, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 28,760 | 1,041 | 0.0% | 0.0% | 101 | +884 | 3.17% | Q4 2025 | Feb 02, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 28,274 | 1,028 | 0.34% | 0.31% | 102 | -616 | -2.13% | Q4 2025 | Jan 13, 2026 |
| Belpointe Asset Management LLC | History | Added to | 28,327 | 1,026 | 0.04% | 0.04% | 103 | +2,087 | 7.95% | Q4 2025 | Jan 27, 2026 |
| RFG Advisory, LLC | History | Reduced | 28,303 | 1,025 | 0.02% | 0.02% | 104 | -3,148 | -10.01% | Q4 2025 | Feb 03, 2026 |
| Arkadios Wealth Advisors | History | Added to | 27,566 | 998 | 0.02% | 0.02% | 105 | +7,170 | 35.15% | Q4 2025 | Feb 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 26,982 | 977 | 0.02% | 0.02% | 106 | -371 | -1.36% | Q4 2025 | Jan 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 26,950 | 976 | 0.0% | 0.0% | 107 | +129 | 0.48% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | No change | 26,937 | 975 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Phoenix Wealth Advisors | History | Reduced | 26,511 | 960 | 0.37% | 0.36% | 109 | -50 | -0.19% | Q4 2025 | Jan 22, 2026 |
| Castleview Partners, LLC | History | New | 26,063 | 944 | 0.47% | — | 110 | +26,063 | New | Q4 2025 | Jan 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 25,616 | 928 | 0.0% | 0.0% | 111 | -295 | -1.14% | Q4 2025 | Feb 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 25,150 | 911 | 0.01% | 0.01% | 112 | +844 | 3.47% | Q4 2025 | Jan 29, 2026 |
| Koa Wealth Management, LLC | History | Reduced | 24,679 | 894 | 0.61% | 0.67% | 113 | -863 | -3.38% | Q4 2025 | Jan 29, 2026 |
| EFG International AG | History | New | 24,673 | 893 | 0.02% | — | 114 | +24,673 | New | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | No change | 24,380 | 883 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| AlphaCore Capital LLC | History | Added to | 23,676 | 861 | 0.02% | 0.01% | 116 | +13,273 | 127.59% | Q4 2025 | Feb 05, 2026 |
| Eagle Strategies LLC | History | Reduced | 23,558 | 853 | 0.11% | 0.16% | 117 | -9,855 | -29.49% | Q4 2025 | Jan 23, 2026 |
| Resurgent Financial Advisors LLC | History | Reduced | 23,269 | 843 | 0.42% | 0.42% | 118 | -688 | -2.87% | Q4 2025 | Feb 12, 2026 |
| BCS Wealth Management | History | Added to | 23,240 | 841 | 0.08% | 0.07% | 119 | +13,847 | 147.42% | Q4 2025 | Jan 26, 2026 |
| Mutual Advisors, LLC | History | Added to | 23,044 | 834 | 0.02% | 0.02% | 120 | +402 | 1.78% | Q4 2025 | Feb 02, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 22,966 | 832 | 0.02% | 0.01% | 121 | +11,060 | 92.89% | Q4 2025 | Jan 23, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 22,840 | 827 | 0.38% | 0.3% | 122 | +4,320 | 23.33% | Q4 2025 | Feb 09, 2026 |
| COFG Advisors, LLC | History | New | 22,776 | 825 | 0.2% | — | 124 | +22,776 | New | Q4 2025 | Feb 10, 2026 |
| &PARTNERS | History | Added to | 22,777 | 825 | 0.0% | 0.0% | 123 | +3,017 | 15.27% | Q4 2025 | Feb 17, 2026 |
| OBSIDIAN CIO, LLC | History | Reduced | 22,669 | 821 | 1.22% | 2.07% | 125 | -422,567 | -94.91% | Q4 2025 | Feb 18, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 22,412 | 811 | 0.0% | 0.0% | 126 | -5,245 | -18.96% | Q4 2025 | Feb 10, 2026 |
| Virtue Capital Management, LLC | History | New | 3,901 | 811 | 0.12% | — | 127 | +3,901 | New | Q4 2025 | Feb 18, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 22,143 | 802 | 0.01% | 0.01% | 128 | +834 | 3.91% | Q4 2025 | Jan 23, 2026 |
| Henson-Edgewater Management, LLC | History | New | 22,130 | 801 | 0.47% | — | 129 | +22,130 | New | Q4 2025 | Mar 31, 2026 |
| Keystone Financial Group | History | Reduced | 22,026 | 798 | 0.06% | 0.06% | 130 | -587 | -2.6% | Q4 2025 | Feb 06, 2026 |
| Cerity Partners LLC | History | Added to | 21,916 | 794 | 0.0% | 0.0% | 131 | +5,342 | 32.23% | Q4 2025 | Feb 11, 2026 |
| HB Wealth Management, LLC | History | Reduced | 21,379 | 774 | 0.01% | 0.01% | 132 | -4,403 | -17.08% | Q4 2025 | Jan 28, 2026 |
| Cresset Asset Management, LLC | History | Added to | 20,987 | 763 | 0.0% | 0.0% | 133 | +3,420 | 19.47% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 20,079 | 727 | 0.0% | 0.0% | 134 | +332 | 1.68% | Q4 2025 | Feb 12, 2026 |
| MGB Wealth Management, LLC | History | Added to | 19,959 | 723 | 0.21% | 0.2% | 135 | +90 | 0.45% | Q4 2025 | Feb 17, 2026 |
| Ally Invest Advisors Inc. | History | Reduced | 19,712 | 714 | 0.05% | 0.05% | 136 | -548 | -2.7% | Q4 2025 | Feb 13, 2026 |
| Alteri Wealth LLC | History | Reduced | 19,734 | 714 | 0.23% | 0.24% | 137 | -346 | -1.72% | Q4 2025 | Feb 11, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 19,575 | 709 | 0.01% | 0.01% | 138 | -289 | -1.45% | Q4 2025 | Feb 03, 2026 |
| Estate Planners Group, LLC | History | New | 19,490 | 706 | 0.31% | — | 139 | +19,490 | New | Q4 2025 | Apr 07, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 19,397 | 702 | 0.05% | 0.05% | 140 | -142 | -0.73% | Q4 2025 | Jan 29, 2026 |
| Mission Hills Financial Advisory, LLC | History | Added to | 19,064 | 690 | 0.36% | 0.34% | 141 | +1,062 | 5.9% | Q4 2025 | Feb 02, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 18,991 | 688 | 0.08% | 0.08% | 142 | +433 | 2.33% | Q4 2025 | Jan 15, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 18,613 | 674 | 0.08% | 0.08% | 143 | +201 | 1.09% | Q4 2025 | Jan 13, 2026 |
| Golden State Equity Partners | History | New | 18,531 | 671 | 0.11% | — | 144 | +18,531 | New | Q4 2025 | Jan 29, 2026 |
| Corient Private Wealth LLC | History | Reduced | 18,205 | 660 | 0.0% | 0.0% | 145 | -1,258 | -6.46% | Q4 2025 | Mar 09, 2026 |
| Avior Wealth Management, LLC | History | Added to | 18,119 | 656 | 0.02% | 0.02% | 146 | +238 | 1.33% | Q4 2025 | Jan 06, 2026 |
| Allen Capital Group, LLC | History | Added to | 18,118 | 656 | 0.06% | 0.06% | 147 | +82 | 0.45% | Q4 2025 | Feb 09, 2026 |
| Crawford Fund Management, LLC | History | Reduced | 18,000 | 652 | 0.09% | 0.12% | 148 | -3,000 | -14.29% | Q4 2025 | Feb 17, 2026 |
| CHOREO, LLC | History | Added to | 17,258 | 631 | 0.01% | 0.01% | 150 | +2,565 | 17.46% | Q4 2025 | Jan 23, 2026 |
| EQUITABLE TRUST CO | History | No change | 17,439 | 631 | 0.03% | 0.03% | 149 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 17,347 | 628 | 0.1% | 0.11% | 151 | -345 | -1.95% | Q4 2025 | Feb 17, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 17,319 | 627 | 0.02% | 0.02% | 152 | -1,290 | -6.93% | Q4 2025 | Feb 03, 2026 |
| Portland Financial Advisors Inc | History | No change | 17,291 | 626 | 1.33% | 1.3% | 153 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| STEPHENS INC /AR/ | History | Added to | 17,236 | 624 | 0.01% | 0.01% | 154 | +713 | 4.32% | Q4 2025 | Feb 05, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 17,221 | 623 | 0.07% | 0.17% | 155 | -10,797 | -38.54% | Q4 2025 | Feb 13, 2026 |
| BOS Asset Management, LLC | History | Added to | 17,020 | 616 | 0.16% | 0.15% | 156 | +2,052 | 13.71% | Q4 2025 | Jan 09, 2026 |
| PRUDENTIAL PLC | History | Reduced | 17,000 | 615 | 0.0% | 0.02% | 157 | -57,600 | -77.21% | Q4 2025 | Feb 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 16,646 | 609 | 0.0% | 0.0% | 158 | -122 | -0.73% | Q4 2025 | Feb 05, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 16,682 | 604 | 0.02% | — | 159 | +16,682 | New | Q4 2025 | Jan 09, 2026 |
| Verity Asset Management, Inc. | History | New | 16,392 | 593 | 0.25% | — | 160 | +16,392 | New | Q4 2025 | Jan 30, 2026 |
| Alpha Wealth Funds, LLC | History | Reduced | 16,376 | 593 | 0.37% | 0.44% | 161 | -442 | -2.63% | Q4 2025 | Feb 02, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 16,287 | 590 | 0.1% | 0.14% | 162 | -6,047 | -27.08% | Q4 2025 | Feb 02, 2026 |
| Frisch Financial Group, Inc. | History | No change | 15,811 | 575 | 0.13% | 0.13% | 163 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FMR LLC | History | Added to | 15,719 | 569 | 0.0% | 0.0% | 164 | +4,735 | 43.11% | Q4 2025 | Feb 17, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 15,553 | 563 | 0.02% | 0.02% | 165 | -695 | -4.28% | Q4 2025 | Feb 12, 2026 |
| Moors & Cabot, Inc. | History | Added to | 15,430 | 559 | 0.02% | 0.02% | 166 | +335 | 2.22% | Q4 2025 | Feb 10, 2026 |
| Greenwich Wealth Management LLC | History | No change | 15,187 | 550 | 0.02% | 0.03% | 167 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 14,961 | 542 | 0.06% | 0.06% | 168 | -1,057 | -6.6% | Q4 2025 | Jan 23, 2026 |
| VestGen Advisors, LLC | History | New | 14,807 | 536 | 0.02% | — | 169 | +14,807 | New | Q4 2025 | Feb 17, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 14,737 | 533 | 0.07% | 0.06% | 170 | +2,032 | 15.99% | Q4 2025 | Jan 21, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | Added to | 14,508 | 525 | 0.16% | 0.14% | 171 | +2,407 | 19.89% | Q4 2025 | Feb 10, 2026 |
| Waverly Advisors, LLC | History | Added to | 14,436 | 523 | 0.0% | 0.0% | 172 | +1,415 | 10.87% | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | Reduced | 14,313 | 520 | 0.01% | 0.03% | 173 | -35,332 | -71.17% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 14,290 | 517 | 0.01% | 0.01% | 174 | +5 | 0.04% | Q4 2025 | Feb 09, 2026 |
| BlackRock, Inc. | History | Added to | 14,092 | 510 | 0.0% | 0.0% | 175 | +13,406 | 1954.23% | Q4 2025 | Feb 12, 2026 |
| Spire Wealth Management | History | No change | 14,053 | 509 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 14,031 | 508 | 0.01% | 0.01% | 177 | -500 | -3.44% | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 13,805 | 500 | 0.04% | 0.04% | 178 | -317 | -2.24% | Q4 2025 | Jan 21, 2026 |
| Granite Bay Wealth Management, LLC | History | Reduced | 13,595 | 492 | 0.12% | 0.14% | 179 | -2,056 | -13.14% | Q4 2025 | Feb 05, 2026 |
| PEAK6 LLC | History | No change | 13,500 | 489 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Sun Group Wealth Partners | History | New | 13,387 | 484 | 0.39% | — | 181 | +13,387 | New | Q4 2025 | Feb 17, 2026 |
| Visionary Wealth Advisors | History | Added to | 13,326 | 482 | 0.02% | 0.02% | 182 | +2,498 | 23.07% | Q4 2025 | Feb 13, 2026 |
| One Charles Private Wealth Services, LLC | History | Reduced | 13,047 | 472 | 0.12% | 0.12% | 183 | -302 | -2.26% | Q4 2025 | Feb 06, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 12,448 | 450 | 0.01% | 0.01% | 184 | +1,641 | 15.18% | Q4 2025 | Feb 12, 2026 |
| Essex Financial Services, Inc. | History | Added to | 12,405 | 449 | 0.03% | 0.03% | 185 | +16 | 0.13% | Q4 2025 | Feb 10, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 12,009 | 435 | 0.01% | 0.01% | 186 | +1,740 | 16.94% | Q4 2025 | Jan 22, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 11,997 | 434 | 0.0% | — | 187 | +11,997 | New | Q4 2025 | Feb 18, 2026 |
| Western Wealth Management, LLC | History | Added to | 11,841 | 428 | 0.02% | 0.01% | 188 | +4,642 | 64.48% | Q4 2025 | Feb 05, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 11,682 | 423 | 0.02% | 0.02% | 189 | -1,528 | -11.57% | Q4 2025 | Feb 17, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 11,570 | 419 | 0.05% | 0.03% | 190 | +3,000 | 35.01% | Q4 2025 | Jan 20, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 11,543 | 418 | 0.0% | 0.0% | 191 | -10 | -0.09% | Q4 2025 | Feb 12, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 11,519 | 417 | 0.07% | — | 192 | +11,519 | New | Q4 2025 | Feb 12, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 10,979 | 397 | 0.09% | 0.1% | 193 | -1,489 | -11.94% | Q4 2025 | Feb 17, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 10,959 | 397 | 0.19% | 0.18% | 194 | +177 | 1.64% | Q4 2025 | Jan 14, 2026 |
| CGC Financial Services, LLC | History | No change | 10,854 | 393 | 0.11% | 0.11% | 195 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Savvy Advisors, Inc. | History | New | 10,804 | 391 | 0.01% | — | 196 | +10,804 | New | Q4 2025 | Jan 20, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 10,752 | 389 | 0.01% | 0.01% | 197 | +2,267 | 26.72% | Q4 2025 | Feb 03, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Reduced | 10,718 | 388 | 0.13% | 0.13% | 198 | -537 | -4.77% | Q4 2025 | Jan 28, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 10,721 | 388 | 0.01% | 0.01% | 199 | +63 | 0.59% | Q4 2025 | Feb 09, 2026 |
| Krilogy Financial LLC | History | No change | 10,020 | 380 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 10,454 | 378 | 0.01% | 0.01% | 201 | -261 | -2.44% | Q4 2025 | Jan 20, 2026 |
| Kovack Advisors, Inc. | History | Added to | 10,309 | 373 | 0.02% | 0.03% | 202 | +1,261 | 13.94% | Q4 2025 | Feb 17, 2026 |
| Florida Trust Wealth Management Co | History | No change | 10,250 | 371 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| David Kennon Inc | History | No change | 10,230 | 370 | 0.13% | 0.13% | 204 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| COMMERCE BANK | History | No change | 10,173 | 368 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Advantage Trust Co | History | Added to | 10,076 | 365 | 0.16% | 0.15% | 207 | +888 | 9.66% | Q4 2025 | Jan 29, 2026 |
| Optiver Holding B.V. | History | No change | 10,000 | 365 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | New | 10,055 | 364 | 0.0% | — | 208 | +10,055 | New | Q4 2025 | Feb 13, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 10,000 | 363 | 0.03% | 0.03% | 209 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Family Office Research LLC | History | Reduced | 9,842 | 361 | 0.15% | 0.19% | 210 | -2,385 | -19.51% | Q4 2025 | Feb 09, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 9,838 | 356 | 0.03% | 0.04% | 211 | -536 | -5.17% | Q4 2025 | Feb 13, 2026 |
| HOLDERNESS INVESTMENTS CO | History | No change | 9,811 | 355 | 0.07% | 0.07% | 212 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Legacy Financial Advisors, Inc. | History | Reduced | 9,767 | 353 | 0.05% | 0.05% | 213 | -891 | -8.36% | Q4 2025 | Feb 04, 2026 |
| PFG Investments, LLC | History | Reduced | 9,667 | 350 | 0.02% | 0.02% | 214 | -240 | -2.42% | Q4 2025 | Jan 26, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 9,636 | 349 | 0.01% | 0.01% | 215 | -253 | -2.56% | Q4 2025 | Feb 12, 2026 |
| Quadrature Capital Ltd | History | New | 9,492 | 343 | 0.0% | — | 216 | +9,492 | New | Q4 2025 | Feb 17, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 9,344 | 338 | 0.05% | 0.05% | 217 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Reduced | 9,257 | 335 | 0.0% | 0.01% | 218 | -3,070 | -24.9% | Q4 2025 | Feb 17, 2026 |
| DUTCH ASSET Corp | History | New | 9,100 | 330 | 0.25% | — | 221 | +9,100 | New | Q4 2025 | Mar 11, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 9,117 | 330 | 0.0% | 0.0% | 220 | -1,456 | -13.77% | Q4 2025 | Feb 13, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 9,131 | 330 | 0.0% | 0.0% | 219 | -1,304 | -12.5% | Q4 2025 | Feb 09, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 9,069 | 328 | 0.0% | 0.0% | 222 | +478 | 5.56% | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | Added to | 8,945 | 324 | 0.0% | 0.0% | 223 | +1,085 | 13.8% | Q4 2025 | Jan 29, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 8,905 | 322 | 0.0% | — | 224 | +8,905 | New | Q4 2025 | Feb 17, 2026 |
| Continuum Advisory, LLC | History | Reduced | 8,836 | 320 | 0.03% | 0.03% | 225 | -18 | -0.2% | Q4 2025 | Feb 11, 2026 |
| CERTUITY, LLC | History | Reduced | 8,795 | 318 | 0.02% | 0.06% | 226 | -16,831 | -65.68% | Q4 2025 | Jan 30, 2026 |
| ADVOCATE GROUP LLC | History | Reduced | 8,567 | 310 | 0.05% | 0.05% | 227 | -93 | -1.07% | Q4 2025 | Jan 20, 2026 |
| Fortune Financial Group, Inc. | History | New | 8,115 | 307 | 0.3% | — | 228 | +8,115 | New | Q4 2025 | Feb 11, 2026 |
| Valmark Advisers, Inc. | History | No change | 8,193 | 296 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Aurora Private Wealth, Inc. | History | New | 8,083 | 293 | 0.19% | — | 230 | +8,083 | New | Q4 2025 | Feb 02, 2026 |
| Aureum Wealth Management, LLC | History | New | 8,036 | 291 | 0.27% | — | 231 | +8,036 | New | Q4 2025 | Jan 28, 2026 |
| Triumph Capital Management | History | Added to | 8,027 | 290 | 0.06% | 0.06% | 232 | +2,100 | 35.43% | Q4 2025 | Feb 12, 2026 |
| PFG Advisors | History | Reduced | 7,957 | 288 | 0.01% | 0.01% | 233 | -554 | -6.51% | Q4 2025 | Jan 27, 2026 |
| James J. Burns & Company, LLC | History | Added to | 7,898 | 286 | 0.04% | 0.04% | 234 | +30 | 0.38% | Q4 2025 | Jan 23, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 7,877 | 285 | 0.0% | — | 235 | +7,877 | New | Q4 2025 | Feb 13, 2026 |
| Snowden Capital Advisors LLC | History | New | 7,794 | 283 | 0.01% | — | 237 | +7,794 | New | Q4 2025 | Feb 17, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 7,833 | 283 | 0.02% | 0.02% | 236 | -228 | -2.83% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 7,810 | 282 | 0.0% | 0.0% | 238 | -657 | -7.76% | Q4 2025 | Feb 18, 2026 |
| Acropolis Investment Management, LLC | History | New | 7,718 | 279 | 0.01% | — | 239 | +7,718 | New | Q4 2025 | Jan 14, 2026 |
| Owen LaRue, LLC | History | Added to | 7,629 | 276 | 0.1% | 0.1% | 240 | +400 | 5.53% | Q4 2025 | Feb 05, 2026 |
| Sharkey, Howes & Javer | History | New | 7,546 | 273 | 0.03% | — | 241 | +7,546 | New | Q4 2025 | Jan 13, 2026 |
| Brooklyn Investment Group | History | New | 7,447 | 273 | 0.01% | — | 243 | +7,447 | New | Q4 2025 | Feb 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 7,557 | 273 | 0.01% | 0.01% | 242 | +160 | 2.16% | Q4 2025 | Jan 21, 2026 |
| Fullerton Advisors, LLC | History | New | 7,449 | 269 | 0.27% | — | 244 | +7,449 | New | Q4 2025 | Feb 02, 2026 |
| Certified Advisory Corp | History | Added to | 7,406 | 268 | 0.02% | 0.02% | 245 | +274 | 3.84% | Q4 2025 | Jan 12, 2026 |
| FRG Family Wealth Advisors LLC | History | No change | 7,410 | 268 | 0.04% | 0.04% | 246 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Vantage Point Financial LLC | History | Reduced | 7,385 | 267 | 0.1% | 0.11% | 247 | -677 | -8.4% | Q4 2025 | Feb 02, 2026 |
| PACK Private Wealth, LLC | History | No change | 7,361 | 266 | 0.12% | 0.12% | 248 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 7,296 | 264 | 0.0% | 0.0% | 249 | -384 | -5.0% | Q4 2025 | Feb 09, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 7,197 | 261 | 0.01% | 0.01% | 250 | -1 | -0.01% | Q4 2025 | Feb 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 8,565 | 260 | 0.01% | 0.01% | 251 | +827 | 10.69% | Q4 2025 | Feb 11, 2026 |
| Intelligence Driven Advisers, LLC | History | No change | 7,200 | 260 | 0.04% | 0.04% | 252 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Apella Capital, LLC | History | New | 7,142 | 258 | 0.01% | — | 253 | +7,142 | New | Q4 2025 | Jan 21, 2026 |
| Caprock Group, LLC | History | Added to | 7,037 | 256 | 0.01% | 0.01% | 254 | +404 | 6.09% | Q4 2025 | Jan 28, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 7,053 | 255 | 0.01% | 0.01% | 255 | -724 | -9.31% | Q4 2025 | Feb 17, 2026 |
| Sunpointe, LLC | History | New | 7,000 | 254 | 0.08% | — | 256 | +7,000 | New | Q4 2025 | Jan 23, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 6,988 | 253 | 0.02% | 0.02% | 257 | -16 | -0.23% | Q4 2025 | Feb 04, 2026 |
| E&G Advisors, LP | History | New | 6,967 | 252 | 0.06% | — | 258 | +6,967 | New | Q4 2025 | Jan 23, 2026 |
| NWAM LLC | History | Added to | 6,631 | 251 | 0.01% | 0.01% | 259 | +505 | 8.24% | Q4 2025 | Feb 04, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 6,745 | 244 | 0.0% | 0.0% | 260 | +622 | 10.16% | Q4 2025 | Feb 13, 2026 |
| CFO4Life Group, LLC | History | No change | 6,744 | 244 | 0.03% | 0.03% | 261 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 6,678 | 241 | 0.15% | 0.17% | 263 | -310 | -4.44% | Q4 2025 | Feb 05, 2026 |
| Financial Perspectives, Inc | History | No change | 6,676 | 241 | 0.06% | 0.07% | 262 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Anson Capital, Inc. | History | New | 6,466 | 234 | 0.17% | — | 265 | +6,466 | New | Q4 2025 | Feb 04, 2026 |
| StoneX Group Inc. | History | Added to | 6,423 | 234 | 0.01% | 0.01% | 264 | +16 | 0.25% | Q4 2025 | Feb 12, 2026 |
| Vontobel Holding Ltd. | History | New | 6,382 | 231 | 0.0% | — | 266 | +6,382 | New | Q4 2025 | Feb 13, 2026 |
| Beverly Hills Private Wealth, LLC | History | Reduced | 6,385 | 231 | 0.04% | 0.05% | 268 | -1,829 | -22.27% | Q4 2025 | Feb 17, 2026 |
| RMR Wealth Builders | History | No change | 6,389 | 231 | 0.02% | 0.02% | 267 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| M3 Advisory Group, LLC | History | Added to | 6,335 | 229 | 0.14% | 0.13% | 269 | +278 | 4.59% | Q4 2025 | Jan 16, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 6,306 | 228 | 0.0% | — | 271 | +6,306 | New | Q4 2025 | Feb 18, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 6,309 | 228 | 0.01% | 0.01% | 270 | +271 | 4.49% | Q4 2025 | Jan 30, 2026 |
| JB Capital LLC | History | No change | 6,310 | 228 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Perigon Wealth Management, LLC | History | No change | 6,281 | 227 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| EVOKE WEALTH, LLC | History | No change | 6,200 | 225 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Quantinno Capital Management LP | History | New | 6,196 | 224 | 0.0% | — | 275 | +6,196 | New | Q4 2025 | Feb 17, 2026 |
| Quantum Financial Planning Services, Inc. | History | New | 6,170 | 223 | 0.08% | — | 276 | +6,170 | New | Q4 2025 | Jan 15, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | New | 5,856 | 212 | 0.06% | — | 277 | +5,856 | New | Q4 2025 | Jan 29, 2026 |
| Soltis Investment Advisors LLC | History | New | 5,811 | 210 | 0.01% | — | 278 | +5,811 | New | Q4 2025 | Apr 02, 2026 |
| Destiny Wealth Partners, LLC | History | New | 5,521 | 209 | 0.02% | — | 279 | +5,521 | New | Q4 2025 | Feb 03, 2026 |
| Midwest Trust Co | History | Reduced | 5,760 | 208 | 0.0% | 0.0% | 280 | -150 | -2.54% | Q4 2025 | Feb 04, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 5,737 | 207 | 0.0% | — | 281 | +5,737 | New | Q4 2025 | Feb 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 5,563 | 201 | 0.0% | 0.0% | 282 | +1,295 | 30.34% | Q4 2025 | Feb 11, 2026 |
| GeoWealth Management, LLC | History | Reduced | 5,531 | 200 | 0.01% | 0.01% | 283 | -2,940 | -34.71% | Q4 2025 | Feb 17, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 5,527 | 200 | 0.0% | 0.0% | 284 | +770 | 16.19% | Q4 2025 | Jan 27, 2026 |
| Stelac Advisory Services LLC | History | Reduced | 5,406 | 196 | 0.07% | 0.09% | 285 | -1,970 | -26.71% | Q4 2025 | Feb 12, 2026 |
| Powell Investment Advisors, LLC | History | No change | 5,402 | 196 | 0.07% | 0.07% | 286 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 4,992 | 180 | 0.0% | 0.0% | 287 | +1,100 | 28.26% | Q4 2025 | Feb 12, 2026 |
| Winch Advisory Services, LLC | History | No change | 4,909 | 177 | 0.04% | 0.04% | 288 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| GLENMEDE TRUST CO NA | History | New | 4,600 | 166 | 0.0% | — | 289 | +4,600 | New | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 4,343 | 157 | 0.0% | 0.0% | 290 | +1,312 | 43.29% | Q4 2025 | Feb 06, 2026 |
| Global Retirement Partners, LLC | History | Added to | 4,122 | 149 | 0.0% | 0.0% | 291 | +281 | 7.32% | Q4 2025 | Feb 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 4,000 | 145 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Game Plan Financial Advisors, LLC | History | Added to | 3,975 | 144 | 0.06% | 0.0% | 293 | +3,915 | 6525.0% | Q4 2025 | Jan 14, 2026 |
| Allworth Financial LP | History | New | 3,847 | 139 | 0.0% | — | 294 | +3,847 | New | Q4 2025 | Feb 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 3,775 | 136 | 0.01% | 0.01% | 295 | -182 | -4.6% | Q4 2025 | Feb 06, 2026 |
| Manchester Capital Management LLC | History | Added to | 3,700 | 134 | 0.02% | 0.01% | 296 | +1,150 | 45.1% | Q4 2025 | Feb 11, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 3,542 | 128 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 3,539 | 127 | 0.04% | 0.04% | 298 | +375 | 11.85% | Q4 2025 | Feb 10, 2026 |
| Boreal Capital Management LLC | History | No change | 3,308 | 120 | 0.09% | 0.09% | 299 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Golden State Wealth Management, LLC | History | No change | 3,095 | 112 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Intesa Sanpaolo Wealth Management | History | New | 3,000 | 108 | 0.02% | — | 302 | +3,000 | New | Q4 2025 | Feb 12, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 3,000 | 108 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| MAI Capital Management | History | Added to | 2,965 | 107 | 0.0% | 0.0% | 303 | +301 | 11.3% | Q4 2025 | Feb 13, 2026 |
| Glassman Wealth Services | History | No change | 2,774 | 100 | 0.01% | 0.01% | 304 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 2,750 | 99 | 0.02% | 0.02% | 305 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 2,722 | 98 | 0.01% | 0.0% | 306 | +864 | 46.5% | Q4 2025 | Jan 20, 2026 |
| Fortitude Family Office, LLC | History | No change | 2,595 | 94 | 0.02% | 0.02% | 307 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 2,555 | 92 | 0.01% | — | 309 | +2,555 | New | Q4 2025 | Feb 03, 2026 |
| Realta Investment Advisors | History | Added to | 2,557 | 92 | 0.03% | 0.01% | 308 | +2,079 | 434.94% | Q4 2025 | Jan 20, 2026 |
| Laurel Wealth Advisors LLC | History | New | 2,462 | 89 | 0.01% | — | 311 | +2,462 | New | Q4 2025 | Jan 30, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,466 | 89 | 0.0% | 0.0% | 310 | +2,074 | 529.08% | Q4 2025 | Feb 06, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 2,411 | 87 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,296 | 83 | 0.0% | 0.0% | 314 | +284 | 14.12% | Q4 2025 | Feb 11, 2026 |
| NATIXIS | History | Added to | 2,268 | 83 | 0.0% | 0.0% | 313 | +6 | 0.27% | Q4 2025 | Feb 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 2,105 | 76 | 0.03% | 0.03% | 315 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Solstein Capital, LLC | History | No change | 2,055 | 74 | 0.03% | 0.02% | 316 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,927 | 69 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Asset Dedication, LLC | History | No change | 1,916 | 69 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Archer Investment Corp | History | No change | 1,833 | 66 | 0.01% | 0.01% | 319 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Team Financial Group, LLC | History | No change | 1,732 | 62 | 0.03% | 0.03% | 320 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 1,638 | 59 | 0.0% | 0.0% | 321 | +540 | 49.18% | Q4 2025 | Feb 04, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,590 | 57 | 0.0% | 0.0% | 322 | -22 | -1.36% | Q4 2025 | Jan 16, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,376 | 49 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Rossby Financial, LCC | History | Added to | 1,349 | 48 | 0.01% | 0.01% | 324 | +523 | 63.32% | Q4 2025 | Feb 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,292 | 46 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 1,208 | 43 | 0.01% | 0.01% | 326 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 1,149 | 41 | 0.03% | 0.04% | 327 | -8,638 | -88.26% | Q4 2025 | Feb 06, 2026 |
| Financial Freedom, LLC | History | No change | 1,115 | 40 | 0.02% | 0.02% | 328 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Nova Wealth Management, Inc. | History | No change | 1,105 | 40 | 0.03% | 0.03% | 329 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Kingdom Financial Group LLC. | History | New | 1,091 | 39 | 0.01% | — | 331 | +1,091 | New | Q4 2025 | Feb 06, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 1,085 | 39 | 0.02% | 0.02% | 330 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Strategic Wealth Advisors LLC | History | New | 1,034 | 37 | 0.03% | — | 332 | +1,034 | New | Q4 2025 | Feb 03, 2026 |
| SJS Investment Consulting Inc. | History | New | 1,010 | 36 | 0.0% | — | 335 | +1,010 | New | Q4 2025 | Jan 21, 2026 |
| Smithfield Trust Co | History | No change | 1,000 | 36 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 995 | 36 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Bank of Jackson Hole Trust | History | No change | 1,000 | 36 | 0.02% | 0.02% | 336 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| First Command Advisory Services, Inc. | History | New | 969 | 35 | 0.0% | — | 337 | +969 | New | Q4 2025 | Feb 11, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 980 | 35 | 0.03% | 0.03% | 338 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 885 | 32 | 0.0% | 0.0% | 339 | -2,279 | -72.03% | Q4 2025 | Jan 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 898 | 32 | 0.0% | 0.0% | 340 | +398 | 79.6% | Q4 2025 | Feb 13, 2026 |
| Modus Advisors, LLC | History | New | 854 | 30 | 0.01% | — | 341 | +854 | New | Q4 2025 | Feb 11, 2026 |
| Root Financial Partners, LLC | History | Added to | 852 | 30 | 0.0% | 0.0% | 342 | +82 | 10.65% | Q4 2025 | Feb 10, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 820 | 29 | 0.0% | 0.0% | 343 | -54 | -6.18% | Q4 2025 | Feb 02, 2026 |
| SITTNER & NELSON, LLC | History | New | 749 | 28 | 0.01% | — | 344 | +749 | New | Q4 2025 | Feb 11, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 791 | 28 | 0.01% | 0.01% | 345 | +89 | 12.68% | Q4 2025 | Feb 18, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 700 | 25 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Centerpoint Advisors, LLC | History | No change | 700 | 25 | 0.01% | 0.01% | 347 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 685 | 24 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Coston, McIsaac & Partners | History | No change | 678 | 24 | 0.01% | 0.01% | 349 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Accordant Advisory Group Inc | History | Added to | 649 | 23 | 0.02% | 0.0% | 351 | +469 | 260.56% | Q4 2025 | Jan 22, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 660 | 23 | 0.01% | 0.01% | 350 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Sound Financial Strategies Group, LLC | History | Added to | 611 | 22 | 0.02% | 0.01% | 355 | +73 | 13.57% | Q4 2025 | Feb 03, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 623 | 22 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Capital Analysts, LLC | History | No change | 621 | 22 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| DAGCO, INC. | History | No change | 618 | 22 | 0.01% | 0.01% | 354 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 600 | 21 | 0.01% | 0.01% | 356 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 578 | 20 | 0.01% | 0.01% | 357 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 577 | 20 | 0.01% | 0.01% | 358 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| AE Wealth Management LLC | History | Reduced | 531 | 19 | 0.0% | 0.0% | 360 | -893 | -62.71% | Q4 2025 | Jan 26, 2026 |
| Sound Income Strategies, LLC | History | Added to | 509 | 19 | 0.0% | 0.0% | 361 | +319 | 167.89% | Q4 2025 | Jan 21, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 537 | 19 | 0.0% | 0.0% | 359 | +70 | 14.99% | Q4 2025 | Feb 13, 2026 |
| HighMark Wealth Management LLC | History | No change | 525 | 19 | 0.01% | 0.01% | 362 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 502 | 18 | 0.01% | 0.01% | 363 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Aventura Private Wealth, LLC | History | No change | 503 | 18 | 0.01% | 0.01% | 364 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| American Wealth Advisors, LLC | History | No change | 503 | 18 | 0.02% | 0.02% | 365 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 494 | 17 | 0.0% | — | 366 | +494 | New | Q4 2025 | Feb 13, 2026 |
| Quattro Advisors LLC | History | New | 485 | 17 | 0.01% | — | 369 | +485 | New | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 470 | 17 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| TD Capital Management LLC | History | No change | 493 | 17 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 456 | 16 | 0.0% | 0.0% | 370 | +65 | 16.62% | Q4 2025 | Feb 09, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 450 | 16 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| NBT BANK N A /NY | History | Added to | 36 | 15 | 0.0% | 0.0% | 372 | +1 | 2.86% | Q4 2025 | Jan 23, 2026 |
| RMG Wealth Management LLC | History | New | 240 | 14 | 0.0% | — | 376 | +240 | New | Q4 2025 | Jan 29, 2026 |
| Stone House Investment Management, LLC | History | No change | 414 | 14 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Costello Asset Management, INC | History | No change | 406 | 14 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Princeton Global Asset Management LLC | History | No change | 400 | 14 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Bell Investment Advisors, Inc | History | No change | 396 | 14 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| MCF Advisors LLC | History | New | 375 | 13 | 0.0% | — | 380 | +375 | New | Q4 2025 | Feb 11, 2026 |
| ST GERMAIN D J CO INC | History | No change | 385 | 13 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 376 | 13 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 372 | 13 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Lavaca Capital LLC | History | New | 337 | 12 | 0.0% | — | 383 | +337 | New | Q4 2025 | Feb 13, 2026 |
| Gen-Wealth Partners Inc | History | New | 334 | 12 | 0.0% | — | 385 | +334 | New | Q4 2025 | Feb 13, 2026 |
| Ancora Advisors LLC | History | No change | 335 | 12 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 351 | 12 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 348 | 12 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Lodestone Wealth Management LLC | History | New | 306 | 11 | 0.0% | — | 391 | +306 | New | Q4 2025 | Jan 15, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 330 | 11 | 0.0% | 0.0% | 390 | +230 | 230.0% | Q4 2025 | Feb 10, 2026 |
| COUNTRY TRUST BANK | History | Added to | 309 | 11 | 0.0% | 0.0% | 387 | +35 | 12.77% | Q4 2025 | Jan 21, 2026 |
| Bogart Wealth, LLC | History | No change | 315 | 11 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| WealthShield Partners, LLC | History | No change | 322 | 11 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Signature Equity Partners, LLC | History | New | 301 | 10 | 0.01% | — | 396 | +301 | New | Q4 2025 | Feb 17, 2026 |
| Safe Harbor Fiduciary, LLC | History | New | 293 | 10 | 0.01% | — | 395 | +293 | New | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 282 | 10 | 0.0% | — | 392 | +257 | 1028.0% | Q4 2025 | Jan 23, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 278 | 10 | 0.01% | 0.01% | 393 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 295 | 10 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 234 | 9 | 0.01% | 0.01% | 397 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CrossGen Wealth, LLC | History | New | 228 | 8 | 0.01% | — | 398 | +228 | New | Q4 2025 | Feb 19, 2026 |
| Westside Investment Management, Inc. | History | No change | 200 | 7 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Trust Co | History | No change | 206 | 7 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| JDM Financial Group LLC | History | No change | 206 | 7 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Compass Financial Services Inc | History | No change | 200 | 7 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| FIDUCIARY ADVISORS, INC. | History | No change | 214 | 7 | 0.01% | 0.01% | 403 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Kilter Group LLC | History | No change | 218 | 7 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 170 | 6 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 185 | 6 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Purpose Unlimited Inc. | History | New | 150 | 5 | 0.0% | — | 410 | +150 | New | Q4 2025 | Mar 20, 2026 |
| FIRST COMMUNITY TRUST NA | History | New | 142 | 5 | 0.0% | — | 407 | +142 | New | Q4 2025 | Jan 16, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 160 | 5 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| Winthrop Capital Management, LLC | History | No change | 146 | 5 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 125 | 4 | 0.0% | — | 416 | +125 | New | Q4 2025 | Feb 11, 2026 |
| Motiv8 Investments LLC | History | New | 100 | 4 | 0.0% | — | 415 | +100 | New | Q4 2025 | Feb 13, 2026 |
| Harvest Fund Management Co., Ltd | History | No change | 98 | 4 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Pacific Center for Financial Services | History | No change | 132 | 4 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CNB Bank | History | No change | 112 | 4 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Tidemark, LLC | History | No change | 133 | 4 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Harbor Asset Planning, Inc. | History | New | 100 | 3 | 0.0% | — | 420 | +100 | New | Q4 2025 | Jan 26, 2026 |
| SageView Advisory Group, LLC | History | New | 92 | 3 | 0.0% | — | 419 | +92 | New | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 90 | 3 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 100 | 3 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 80 | 2 | 0.0% | — | 427 | +80 | New | Q4 2025 | Feb 06, 2026 |
| Darwin Wealth Management, LLC | History | New | 70 | 2 | 0.0% | — | 421 | +70 | New | Q4 2025 | Jan 22, 2026 |
| Ankerstar Wealth, LLC | History | New | 68 | 2 | 0.0% | — | 426 | +68 | New | Q4 2025 | Feb 12, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | New | 66 | 2 | 0.0% | — | 425 | +66 | New | Q4 2025 | Feb 11, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 74 | 2 | 0.0% | 0.0% | 423 | -64 | -46.38% | Q4 2025 | Jan 28, 2026 |
| CX Institutional | History | No change | 56 | 2 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 80 | 2 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 40 | 1 | 0.0% | 0.0% | 429 | -125 | -75.76% | Q4 2025 | Feb 12, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 30 | 1 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Dunhill Financial, LLC | History | No change | 31 | 1 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ROSS\JOHNSON & Associates LLC | History | No change | 50 | 1 | 0.02% | 0.02% | 431 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Clark Wealth Partners | History | No change | 30 | 1 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60,349 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -47,594 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Freedom Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.25% | — | -26,683 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,119 | -100.0% | Q3 2025 | Nov 12, 2025 |
| J HAGAN CAPITAL, INC. | History | Closed out | 0 | 0 | — | 0.47% | — | -21,876 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Simplicity Wealth,LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -15,740 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -14,957 | -100.0% | Q3 2025 | Oct 31, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -13,853 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SEI INVESTMENTS CO | History | Closed out | 0 | 0 | — | 0.0% | — | -12,534 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Strategic Wealth Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -11,314 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Vanguard Personalized Indexing Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,000 | -100.0% | Q3 2025 | Oct 31, 2025 |
| PATTEN & PATTEN INC/TN | History | Closed out | 0 | 0 | — | 0.01% | — | -6,691 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,599 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BAM Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -6,582 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Whalen Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.13% | — | -6,525 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,224 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,144 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SteelPeak Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,097 | -100.0% | Q3 2025 | Oct 21, 2025 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,666 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FRANKLIN RESOURCES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,089 | -100.0% | Q3 2025 | Nov 13, 2025 |
| IPG Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,989 | -100.0% | Q3 2025 | Nov 13, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -2,001 | -100.0% | Q3 2025 | Oct 09, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,556 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Pathway Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -928 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Saranac Partners Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -915 | -100.0% | Q3 2025 | Dec 05, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -899 | -100.0% | Q3 2025 | Oct 07, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -300 | -100.0% | Q3 2025 | Jan 12, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -282 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Premier Financial Group | History | Closed out | 0 | 0 | — | 0.0% | — | -84 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -83 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -82 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Koesten, Hirschmann & Crabtree, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Financial Life Planners | History | Closed out | 0 | 0 | — | 0.0% | — | -49 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Strive Financial Group ,LLC | History | New | 26 | 0 | — | — | — | +26 | New | Q4 2025 | Feb 18, 2026 |
| SHP Wealth Management | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Mar 04, 2026 |
| Quent Capital, LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Jan 29, 2026 |
| Perkins Coie Trust Co | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q3 2025 | Oct 09, 2025 |
| TORONTO DOMINION BANK | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 17, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 23 | 0 | — | — | — | +5 | 27.78% | Q4 2025 | Jan 28, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 2 | 0 | — | — | — | -2 | -50.0% | Q4 2025 | Jan 12, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Horizon Investments, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Financial Management Professionals, Inc. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| NVWM, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Investors Research Corp | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Versant Capital Management, Inc | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Abound Wealth Management | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |