Invesco Exchange-Traded Self-Indexed Fund Trust - BSCQ
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Lido Advisors, LLC | History | Added to | 57,579,520 | 1,126,358 | 3.37% | 3.22% | 1 | +4,982,335 | 9.47% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 7,641,571 | 149,583 | 0.04% | 0.04% | 2 | +255,833 | 3.46% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 7,372,407 | 144,314 | 0.01% | 0.01% | 3 | +134,039 | 1.85% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 7,120,943 | 139,392 | 0.02% | 0.02% | 4 | -309,359 | -4.16% | Q4 2025 | Jan 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 7,073,501 | 138,463 | 0.03% | 0.03% | 5 | -312,113 | -4.23% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 5,343,911 | 104,607 | 0.01% | 0.01% | 6 | +131,588 | 2.52% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 4,639,930 | 90,826 | 0.03% | 0.03% | 7 | +123,891 | 2.74% | Q4 2025 | Feb 18, 2026 |
| Invesco Ltd. | History | Added to | 3,475,988 | 68,042 | 0.01% | 0.01% | 8 | +76,389 | 2.25% | Q4 2025 | Feb 19, 2026 |
| Hills Bank & Trust Co | History | Added to | 2,823,812 | 55,276 | 3.21% | 3.23% | 9 | +18,386 | 0.66% | Q4 2025 | Feb 05, 2026 |
| MAI Capital Management | History | Added to | 2,750,105 | 53,833 | 0.31% | 0.31% | 10 | +232,860 | 9.25% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 2,628,656 | 51,455 | 0.13% | 0.12% | 11 | +371,844 | 16.48% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,248,915 | 44,010 | 0.01% | 0.01% | 12 | +140,706 | 6.67% | Q4 2025 | Feb 17, 2026 |
| Fusion Family Wealth, LLC | History | Added to | 2,187,893 | 42,828 | 3.25% | 2.65% | 13 | +381,212 | 21.1% | Q4 2025 | Feb 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,806,268 | 35,371 | 0.05% | 0.05% | 14 | -4,062 | -0.22% | Q4 2025 | Feb 17, 2026 |
| SNS Financial Group, LLC | History | Added to | 1,803,183 | 35,297 | 3.04% | 3.0% | 15 | +41,877 | 2.38% | Q4 2025 | Feb 02, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,664,596 | 32,585 | 0.01% | — | 16 | +1,664,596 | New | Q4 2025 | Feb 17, 2026 |
| TLWM | History | Reduced | 1,576,845 | 30,866 | 5.65% | 5.58% | 17 | -9,151 | -0.58% | Q4 2025 | Jan 12, 2026 |
| Brookstone Capital Management | History | Added to | 1,509,875 | 29,555 | 0.34% | 0.34% | 18 | +33,892 | 2.3% | Q4 2025 | Jan 15, 2026 |
| Asset Dedication, LLC | History | Added to | 1,416,991 | 27,737 | 1.82% | 1.77% | 19 | +67,660 | 5.01% | Q4 2025 | Jan 26, 2026 |
| DAVIS R M INC | History | Added to | 1,339,483 | 26,220 | 0.45% | 0.46% | 20 | +2,432 | 0.18% | Q4 2025 | Feb 12, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 1,331,110 | 26,056 | 2.07% | 2.09% | 21 | +54,118 | 4.24% | Q4 2025 | Feb 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,250,880 | 24,485 | 0.01% | 0.01% | 22 | +96,783 | 8.39% | Q4 2025 | Feb 10, 2026 |
| Hudson Capital Management LLC | History | Added to | 1,249,915 | 24,467 | 6.14% | 2.3% | 23 | +807,073 | 182.25% | Q4 2025 | Jan 21, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 1,189,754 | 23,289 | 1.58% | 1.86% | 24 | +20,080 | 1.72% | Q4 2025 | Feb 09, 2026 |
| BCS Wealth Management | History | Added to | 1,097,996 | 21,493 | 2.17% | 2.48% | 25 | +534,928 | 95.0% | Q4 2025 | Jan 26, 2026 |
| Anchor Investment Management, LLC | History | Added to | 1,092,559 | 21,386 | 1.74% | 1.69% | 26 | +48,444 | 4.64% | Q4 2025 | Feb 26, 2026 |
| Ironwood Wealth Management, LLC. | History | Added to | 1,057,133 | 20,693 | 6.08% | 6.69% | 27 | +36,808 | 3.61% | Q4 2025 | Feb 02, 2026 |
| Baird Financial Group, Inc. | History | Added to | 1,052,020 | 20,593 | 0.03% | 0.03% | 28 | +74,786 | 7.65% | Q4 2025 | Feb 13, 2026 |
| KIRR MARBACH & CO LLC /IN/ | History | Added to | 1,023,455 | 20,034 | 3.83% | 3.58% | 29 | +10,294 | 1.02% | Q4 2025 | Jan 26, 2026 |
| Clark Asset Management, LLC | History | Added to | 918,609 | 17,981 | 1.87% | 1.87% | 30 | +95,244 | 11.57% | Q4 2025 | Jan 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 905,985 | 17,735 | 0.03% | — | 31 | +905,985 | New | Q4 2025 | Feb 05, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 827,442 | 16,197 | 3.41% | 3.08% | 32 | +112,677 | 15.76% | Q4 2025 | Jan 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 820,720 | 16,066 | 0.04% | 0.04% | 33 | +2,240 | 0.27% | Q4 2025 | Feb 05, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 791,794 | 15,499 | 0.01% | 0.03% | 34 | -829,978 | -51.18% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 760,571 | 14,888 | 0.05% | 0.07% | 35 | -41,353 | -5.16% | Q4 2025 | Feb 18, 2026 |
| Cornerstone Planning, LLC | History | New | 754,394 | 14,781 | 3.43% | — | 36 | +754,394 | New | Q4 2025 | Mar 17, 2026 |
| IFS Advisors, LLC | History | Added to | 750,091 | 14,683 | 7.63% | 2.75% | 37 | +509,710 | 212.04% | Q4 2025 | Jan 09, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 708,629 | 13,871 | 0.72% | 0.75% | 38 | +16,607 | 2.4% | Q4 2025 | Feb 05, 2026 |
| Legacy Private Trust Co. | History | Reduced | 700,124 | 13,704 | 0.8% | 0.9% | 39 | -67,800 | -8.83% | Q4 2025 | Jan 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 686,029 | 13,429 | 0.02% | 0.02% | 40 | -147,577 | -17.7% | Q4 2025 | Feb 12, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 659,095 | 12,901 | 0.24% | 0.23% | 41 | +44,739 | 7.28% | Q4 2025 | Feb 04, 2026 |
| Focus Partners Wealth | History | Reduced | 627,991 | 12,292 | 0.01% | 0.04% | 42 | -757,575 | -54.68% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 616,188 | 12,061 | 0.01% | 0.01% | 43 | +105,185 | 20.58% | Q4 2025 | Feb 17, 2026 |
| St. Louis Financial Planners Asset Management, LLC | History | New | 608,949 | 11,920 | 7.33% | — | 44 | +608,949 | New | Q4 2025 | Jan 07, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | Reduced | 592,657 | 11,601 | 2.32% | 2.4% | 45 | -4,157 | -0.7% | Q4 2025 | Jan 27, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 579,381 | 11,341 | 0.05% | 0.04% | 46 | +114,402 | 24.6% | Q4 2025 | Feb 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 566,822 | 11,095 | 0.14% | 0.14% | 47 | +5,085 | 0.91% | Q4 2025 | Jan 29, 2026 |
| Goepper Burkhardt LLC | History | Added to | 554,602 | 10,856 | 3.54% | 3.38% | 48 | +48,238 | 9.53% | Q4 2025 | Feb 09, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 541,465 | 10,599 | 0.06% | 0.04% | 49 | +155,379 | 40.24% | Q4 2025 | Jan 29, 2026 |
| Red Spruce Capital, LLC | History | Reduced | 522,705 | 10,318 | 4.11% | 4.99% | 50 | -102,901 | -16.45% | Q4 2025 | Jan 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 510,793 | 9,998 | 0.01% | 0.01% | 51 | +42,204 | 9.01% | Q4 2025 | Feb 10, 2026 |
| Straight Path Wealth Management | History | Added to | 492,708 | 9,644 | 2.6% | 2.55% | 52 | +9,297 | 1.92% | Q4 2025 | Feb 11, 2026 |
| Matthew Goff Investment Advisor, LLC | History | Added to | 461,925 | 9,042 | 1.6% | 1.27% | 53 | +82,821 | 21.85% | Q4 2025 | Jan 14, 2026 |
| Lantz Financial LLC | History | Added to | 453,812 | 8,883 | 1.87% | 1.87% | 54 | +21,915 | 5.07% | Q4 2025 | Jan 14, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 452,650 | 8,860 | 0.75% | 0.79% | 55 | -19,572 | -4.14% | Q4 2025 | Jan 15, 2026 |
| Ironwood Financial, llc | History | Reduced | 450,900 | 8,828 | 1.5% | 1.68% | 56 | -32,643 | -6.75% | Q4 2025 | Jan 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 431,623 | 8,449 | 0.01% | 0.01% | 57 | +15,830 | 3.81% | Q4 2025 | Feb 17, 2026 |
| Sound Stewardship, LLC | History | Added to | 419,317 | 8,208 | 3.93% | 3.75% | 58 | +19,908 | 4.98% | Q4 2025 | Jan 30, 2026 |
| WLTH Capital Management, LLC | History | New | 406,811 | 7,969 | 6.16% | — | 59 | +406,811 | New | Q4 2025 | Feb 24, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 404,477 | 7,917 | 0.16% | 0.16% | 60 | +40,671 | 11.18% | Q4 2025 | Feb 03, 2026 |
| FCA CORP /TX | History | Added to | 403,688 | 7,902 | 2.23% | 2.1% | 61 | +16,995 | 4.39% | Q4 2025 | Feb 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 397,947 | 7,789 | 0.01% | 0.01% | 62 | +37,540 | 10.42% | Q4 2025 | Feb 17, 2026 |
| EVEXIA WEALTH LLC | History | Added to | 385,140 | 7,548 | 2.11% | 0.52% | 63 | +295,940 | 331.77% | Q4 2025 | Jan 16, 2026 |
| HighTower Advisors, LLC | History | Added to | 383,861 | 7,514 | 0.01% | 0.01% | 64 | +7,745 | 2.06% | Q4 2025 | Feb 06, 2026 |
| Marietta Wealth Management, LLC | History | Added to | 365,126 | 7,147 | 0.83% | 0.83% | 65 | +19,913 | 5.77% | Q4 2025 | Jan 28, 2026 |
| Ark Wealth Advisors LLC | History | New | 352,675 | 6,903 | 7.43% | — | 66 | +352,675 | New | Q4 2025 | Feb 18, 2026 |
| Krilogy Financial LLC | History | Added to | 350,173 | 6,845 | 0.23% | 0.06% | 67 | +265,085 | 311.54% | Q4 2025 | Jan 27, 2026 |
| Private Advisor Group, LLC | History | Added to | 349,585 | 6,843 | 0.03% | 0.03% | 68 | +10,161 | 2.99% | Q4 2025 | Feb 17, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Added to | 346,859 | 6,789 | 0.71% | 0.78% | 69 | +8,673 | 2.56% | Q4 2025 | Feb 09, 2026 |
| J. Team Financial, Inc. | History | Added to | 345,829 | 6,769 | 6.76% | 5.71% | 70 | +58,029 | 20.16% | Q4 2025 | Jan 29, 2026 |
| Align Financial, LLC | History | New | 6,421 | 6,421 | 0.0% | — | 71 | +6,421 | New | Q4 2025 | Feb 17, 2026 |
| Colonial Trust Advisors | History | Added to | 322,170 | 6,306 | 0.47% | 0.42% | 72 | +41,039 | 14.6% | Q4 2025 | Feb 12, 2026 |
| Ledgewood Wealth Advisors, LLC | History | Added to | 315,530 | 6,176 | 3.56% | 3.22% | 73 | +37,018 | 13.29% | Q4 2025 | Jan 16, 2026 |
| Meriwether Wealth & Planning, LLC | History | Added to | 314,561 | 6,157 | 3.47% | 3.37% | 74 | +17,309 | 5.82% | Q4 2025 | Jan 14, 2026 |
| River Street Advisors LLC | History | Added to | 299,274 | 5,858 | 2.2% | 2.17% | 75 | +13,383 | 4.68% | Q4 2025 | Jan 26, 2026 |
| AA Financial Advisors, LLC | History | Added to | 296,374 | 5,801 | 1.07% | 0.99% | 76 | +38,369 | 14.87% | Q4 2025 | Jan 14, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | New | 292,467 | 5,725 | 1.08% | — | 77 | +292,467 | New | Q4 2025 | Jan 28, 2026 |
| Modern Wealth Management, LLC | History | Added to | 287,651 | 5,630 | 0.1% | 0.1% | 78 | +19,434 | 7.25% | Q4 2025 | Feb 17, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 280,717 | 5,495 | 2.4% | 2.32% | 79 | +22,659 | 8.78% | Q4 2025 | Jan 29, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Reduced | 278,970 | 5,460 | 0.44% | 0.81% | 80 | -161,133 | -36.61% | Q4 2025 | Feb 04, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | New | 276,941 | 5,421 | 2.83% | — | 81 | +276,941 | New | Q4 2025 | Feb 12, 2026 |
| Souders Financial Advisors | History | Added to | 273,613 | 5,355 | 0.61% | 0.62% | 82 | +7,923 | 2.98% | Q4 2025 | Feb 02, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Added to | 269,879 | 5,282 | 0.69% | 0.59% | 83 | +39,543 | 17.17% | Q4 2025 | Feb 10, 2026 |
| Farnam Financial LLC | History | Added to | 263,042 | 5,149 | 3.88% | 3.57% | 84 | +27,914 | 11.87% | Q4 2025 | Jan 26, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 262,706 | 5,143 | 0.01% | 0.01% | 85 | +4,159 | 1.61% | Q4 2025 | Jan 08, 2026 |
| Trilogy Capital Inc. | History | Added to | 262,038 | 5,129 | 0.23% | 0.21% | 86 | +24,272 | 10.21% | Q4 2025 | Jan 22, 2026 |
| EP Wealth Advisors, LLC | History | New | 260,300 | 5,095 | 0.03% | — | 87 | +260,300 | New | Q4 2025 | Feb 18, 2026 |
| AMJ Financial Wealth Management | History | Reduced | 258,258 | 5,055 | 1.2% | 1.21% | 88 | -582 | -0.22% | Q4 2025 | Feb 05, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | Reduced | 257,855 | 5,048 | 0.11% | 0.19% | 89 | -199,565 | -43.63% | Q4 2025 | Feb 12, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 257,747 | 5,046 | 0.12% | 0.12% | 90 | +14,335 | 5.89% | Q4 2025 | Jan 28, 2026 |
| Carroll Advisory Group, LLC | History | New | 254,735 | 4,986 | 2.16% | — | 91 | +254,735 | New | Q4 2025 | Feb 09, 2026 |
| Leo Wealth, LLC | History | New | 250,100 | 4,895 | 0.36% | — | 92 | +250,100 | New | Q4 2025 | Jan 21, 2026 |
| Livet Wealth, LLC | History | New | 248,961 | 4,873 | 3.0% | — | 93 | +248,961 | New | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 248,545 | 4,865 | 0.02% | — | 94 | +248,545 | New | Q4 2025 | Feb 05, 2026 |
| Ellevest, Inc. | History | Added to | 232,520 | 4,551 | 0.63% | 0.54% | 95 | +40,712 | 21.23% | Q4 2025 | Feb 10, 2026 |
| &PARTNERS | History | Added to | 232,635 | 4,545 | 0.02% | 0.03% | 96 | +9,737 | 4.37% | Q4 2025 | Feb 17, 2026 |
| NorthAvenue LLC | History | New | 226,138 | 4,426 | 3.66% | — | 97 | +226,138 | New | Q4 2025 | Apr 02, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 225,807 | 4,420 | 0.05% | 0.04% | 98 | +11,342 | 5.29% | Q4 2025 | Feb 13, 2026 |
| Colonial Trust Co / SC | History | Added to | 221,987 | 4,345 | 0.58% | 0.5% | 99 | +33,094 | 17.52% | Q4 2025 | Feb 12, 2026 |
| Clearstead Advisors, LLC | History | Added to | 215,103 | 4,210 | 0.05% | 0.06% | 100 | +520 | 0.24% | Q4 2025 | Feb 09, 2026 |
| TFR Capital, LLC. | History | Added to | 209,160 | 4,094 | 1.36% | 1.11% | 101 | +39,297 | 23.13% | Q4 2025 | Jan 27, 2026 |
| CRA Financial Services, LLC | History | Added to | 208,494 | 4,081 | 0.53% | 0.53% | 102 | +10,081 | 5.08% | Q4 2025 | Jan 16, 2026 |
| Horizons Wealth Management | History | Added to | 207,805 | 4,067 | 2.66% | 2.6% | 103 | +12,761 | 6.54% | Q4 2025 | Jan 05, 2026 |
| Carnegie Investment Counsel | History | Reduced | 206,351 | 4,039 | 0.07% | 0.09% | 104 | -27,891 | -11.91% | Q4 2025 | Jan 23, 2026 |
| Coastline Complete Wealth LLC | History | New | 200,681 | 3,928 | 2.47% | — | 105 | +200,681 | New | Q4 2025 | Feb 24, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 199,251 | 3,900 | 1.18% | 1.24% | 106 | -8,460 | -4.07% | Q4 2025 | Feb 10, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 199,085 | 3,897 | 0.24% | 0.07% | 107 | +143,468 | 257.96% | Q4 2025 | Feb 17, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 198,836 | 3,892 | 0.37% | 0.3% | 108 | +40,863 | 25.87% | Q4 2025 | Jan 23, 2026 |
| SFE Investment Counsel | History | Added to | 196,655 | 3,849 | 0.59% | 0.6% | 109 | +4,022 | 2.09% | Q4 2025 | Feb 05, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 195,878 | 3,834 | 0.28% | 0.31% | 110 | +12,359 | 6.73% | Q4 2025 | Feb 02, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 194,842 | 3,814 | 0.01% | 0.01% | 111 | -31,646 | -13.97% | Q4 2025 | Feb 11, 2026 |
| Prospera Financial Services Inc | History | Added to | 185,683 | 3,635 | 0.06% | 0.06% | 112 | +11,234 | 6.44% | Q4 2025 | Feb 09, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | Added to | 183,135 | 3,585 | 0.95% | 0.96% | 113 | +5,534 | 3.12% | Q4 2025 | Feb 09, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 182,662 | 3,575 | 0.11% | — | 114 | +182,662 | New | Q4 2025 | Feb 13, 2026 |
| Infinity Wealth Counsel, LLC | History | Added to | 182,334 | 3,569 | 3.25% | 3.25% | 115 | +11,035 | 6.44% | Q4 2025 | Jan 15, 2026 |
| Berger Financial Group, Inc | History | Reduced | 179,610 | 3,515 | 0.2% | 0.21% | 116 | -603 | -0.33% | Q4 2025 | Jan 27, 2026 |
| S.E.E.D. Planning Group LLC | History | Reduced | 176,573 | 3,456 | 0.98% | 1.06% | 117 | -10,244 | -5.48% | Q4 2025 | Jan 09, 2026 |
| Tenon Financial LLC | History | Reduced | 175,486 | 3,435 | 1.45% | 1.93% | 118 | -16,651 | -8.67% | Q4 2025 | Jan 16, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 174,459 | 3,415 | 0.06% | 0.07% | 119 | -47 | -0.03% | Q4 2025 | Jan 16, 2026 |
| Old Port Advisors | History | Reduced | 174,424 | 3,414 | 0.84% | 0.88% | 120 | -4,768 | -2.66% | Q4 2025 | Jan 08, 2026 |
| Atria Investments, Inc | History | Added to | 174,239 | 3,410 | 0.04% | 0.03% | 121 | +30,959 | 21.61% | Q4 2025 | Feb 05, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 171,069 | 3,354 | 0.11% | 0.12% | 122 | -16,657 | -8.87% | Q4 2025 | Jan 23, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 165,523 | 3,240 | 0.03% | 0.02% | 123 | +103,387 | 166.39% | Q4 2025 | Jan 23, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 164,347 | 3,217 | 0.04% | 0.02% | 124 | +90,050 | 121.2% | Q4 2025 | Feb 02, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 163,670 | 3,193 | 0.08% | 0.05% | 125 | +26,914 | 19.68% | Q4 2025 | Feb 11, 2026 |
| Waverly Advisors, LLC | History | Added to | 161,922 | 3,169 | 0.03% | 0.03% | 126 | +2,615 | 1.64% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 159,378 | 3,119 | 0.02% | 0.02% | 127 | +45,185 | 39.57% | Q4 2025 | Feb 17, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 157,529 | 3,083 | 0.41% | 0.43% | 128 | +995 | 0.64% | Q4 2025 | Jan 30, 2026 |
| Pacific Wealth Strategies Group, Inc. | History | Added to | 155,205 | 3,038 | 1.72% | 1.39% | 129 | +39,384 | 34.0% | Q4 2025 | Feb 09, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 154,510 | 3,024 | 0.11% | 0.11% | 130 | +7,335 | 4.98% | Q4 2025 | Feb 17, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 153,288 | 3,000 | 1.26% | 3.53% | 131 | -272,867 | -64.03% | Q4 2025 | Feb 13, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 151,927 | 2,968 | 0.67% | 0.51% | 132 | +51,515 | 51.3% | Q4 2025 | Feb 04, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 144,881 | 2,836 | 0.63% | 0.65% | 133 | +7,840 | 5.72% | Q4 2025 | Jan 09, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 140,048 | 2,741 | 0.07% | 0.4% | 134 | -478,812 | -77.37% | Q4 2025 | Feb 17, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Reduced | 139,752 | 2,735 | 0.2% | 0.22% | 135 | -8,978 | -6.04% | Q4 2025 | Feb 05, 2026 |
| Addison Advisors LLC | History | Added to | 137,673 | 2,694 | 0.61% | 0.58% | 136 | +8,838 | 6.86% | Q4 2025 | Feb 06, 2026 |
| Sunbeam Capital Management, LLC | History | Added to | 137,626 | 2,694 | 1.6% | 1.66% | 137 | +703 | 0.51% | Q4 2025 | Feb 13, 2026 |
| Aspen Investment Management Inc | History | Reduced | 137,545 | 2,692 | 0.81% | 1.05% | 138 | -1,500 | -1.08% | Q4 2025 | Feb 06, 2026 |
| Key FInancial Inc | History | Added to | 135,249 | 2,647 | 0.48% | 0.36% | 139 | +35,716 | 35.88% | Q4 2025 | Feb 09, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 134,985 | 2,642 | 0.24% | 0.17% | 140 | +50,653 | 60.06% | Q4 2025 | Jan 30, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 133,240 | 2,608 | 0.08% | 0.08% | 141 | -414 | -0.31% | Q4 2025 | Jan 06, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 129,538 | 2,535 | 0.22% | 0.26% | 142 | -22,254 | -14.66% | Q4 2025 | Jan 21, 2026 |
| HB Wealth Management, LLC | History | Added to | 124,904 | 2,445 | 0.02% | 0.02% | 143 | +3,672 | 3.03% | Q4 2025 | Jan 28, 2026 |
| Keel Point, LLC | History | Added to | 122,554 | 2,399 | 0.14% | 0.11% | 144 | +27,741 | 29.26% | Q4 2025 | Feb 12, 2026 |
| Opulen Financial Group LLC | History | Added to | 118,752 | 2,324 | 1.69% | 1.71% | 145 | +3,516 | 3.05% | Q4 2025 | Feb 10, 2026 |
| Oder Investment Management, LLC | History | Added to | 118,477 | 2,319 | 1.68% | 1.64% | 146 | +1,624 | 1.39% | Q4 2025 | Feb 12, 2026 |
| BEACON FINANCIAL GROUP | History | New | 117,112 | 2,292 | 0.23% | — | 147 | +117,112 | New | Q4 2025 | Apr 01, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | Added to | 116,905 | 2,288 | 0.88% | 0.27% | 148 | +84,746 | 263.52% | Q4 2025 | Feb 04, 2026 |
| Paradiem, LLC | History | No change | 116,161 | 2,273 | 0.54% | 0.53% | 149 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| STEPHENS INC /AR/ | History | Added to | 113,123 | 2,214 | 0.03% | 0.03% | 150 | +5,870 | 5.47% | Q4 2025 | Feb 05, 2026 |
| Mariner, LLC | History | Reduced | 111,675 | 2,186 | 0.0% | 0.0% | 151 | -2,225 | -1.95% | Q4 2025 | Feb 13, 2026 |
| River Wealth Advisors LLC | History | Reduced | 111,556 | 2,183 | 0.24% | 0.28% | 152 | -10,225 | -8.4% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Reduced | 109,041 | 2,134 | 0.0% | 0.0% | 153 | -23,566 | -17.77% | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | Added to | 105,843 | 2,071 | 0.05% | 0.04% | 154 | +21,843 | 26.0% | Q4 2025 | Feb 17, 2026 |
| Redwood Financial Network Corp | History | Added to | 100,956 | 1,976 | 1.26% | 1.24% | 155 | +1,031 | 1.03% | Q4 2025 | Feb 10, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 100,612 | 1,969 | 0.01% | 0.01% | 156 | +6,177 | 6.54% | Q4 2025 | Feb 13, 2026 |
| Genesis Wealth Advisors, LLC | History | Added to | 99,833 | 1,954 | 1.34% | 1.21% | 157 | +12,157 | 13.87% | Q4 2025 | Feb 13, 2026 |
| MORTON COMMUNITY BANK | History | Reduced | 99,360 | 1,942 | 0.42% | 0.74% | 158 | -64,571 | -39.39% | Q4 2025 | Feb 13, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | Added to | 98,735 | 1,932 | 0.47% | 0.48% | 159 | +1,013 | 1.04% | Q4 2025 | Jan 23, 2026 |
| Redmond Asset Management, LLC | History | Added to | 97,821 | 1,914 | 0.49% | 0.46% | 160 | +2,896 | 3.05% | Q4 2025 | Feb 09, 2026 |
| Wagner Wealth Management, Corp | History | New | 97,577 | 1,910 | 1.88% | — | 161 | +97,577 | New | Q4 2025 | Feb 12, 2026 |
| Gambit Capital Management, LLC | History | New | 96,850 | 1,895 | 1.36% | — | 162 | +96,850 | New | Q4 2025 | Feb 06, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Reduced | 96,396 | 1,886 | 0.55% | 0.67% | 163 | -17,271 | -15.19% | Q4 2025 | Feb 05, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 94,979 | 1,859 | 0.01% | — | 164 | +94,979 | New | Q4 2025 | Jan 30, 2026 |
| SEMITAM BONAM LLC | History | Added to | 87,718 | 1,717 | 1.43% | 1.45% | 165 | +5,093 | 6.16% | Q4 2025 | Jan 20, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 86,915 | 1,701 | 0.01% | 0.01% | 166 | +2,270 | 2.68% | Q4 2025 | Feb 09, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 85,437 | 1,672 | 0.01% | 0.0% | 167 | +58,652 | 218.97% | Q4 2025 | Feb 18, 2026 |
| Gryphon Financial Partners LLC | History | No change | 85,350 | 1,670 | 0.18% | 0.19% | 168 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Belpointe Asset Management LLC | History | Added to | 83,391 | 1,632 | 0.06% | 0.06% | 169 | +9,484 | 12.83% | Q4 2025 | Jan 27, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 83,257 | 1,629 | 0.07% | 0.07% | 170 | +1,020 | 1.24% | Q4 2025 | Feb 09, 2026 |
| XY Planning Network, Inc. | History | Added to | 80,600 | 1,577 | 0.27% | 0.21% | 171 | +48,630 | 152.11% | Q4 2025 | Jan 26, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 78,160 | 1,530 | 0.19% | 0.2% | 172 | +254 | 0.33% | Q4 2025 | Jan 14, 2026 |
| VestGen Advisors, LLC | History | Reduced | 77,607 | 1,519 | 0.06% | 0.25% | 173 | -313,271 | -80.15% | Q4 2025 | Feb 17, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 76,885 | 1,505 | 0.01% | 0.01% | 174 | +16,458 | 27.24% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 75,682 | 1,481 | 0.0% | 0.0% | 175 | +5,265 | 7.48% | Q4 2025 | Feb 02, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 74,126 | 1,451 | 0.1% | 0.1% | 176 | +259 | 0.35% | Q4 2025 | Jan 16, 2026 |
| Tempo Wealth, LLC | History | New | 74,066 | 1,449 | 0.26% | — | 177 | +74,066 | New | Q4 2025 | Feb 25, 2026 |
| ProVise Management Group, LLC | History | Reduced | 73,283 | 1,434 | 0.1% | 0.29% | 178 | -129,143 | -63.8% | Q4 2025 | Jan 29, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 72,315 | 1,415 | 0.06% | 0.08% | 179 | -18,302 | -20.2% | Q4 2025 | Feb 02, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 70,363 | 1,377 | 0.21% | 1.22% | 180 | -320,525 | -82.0% | Q4 2025 | Jan 12, 2026 |
| Heritage Trust Co | History | Added to | 70,090 | 1,372 | 0.14% | 0.13% | 181 | +5,363 | 8.29% | Q4 2025 | Feb 10, 2026 |
| True Vision MN LLC | History | Added to | 69,455 | 1,359 | 0.69% | 0.69% | 182 | +1,966 | 2.91% | Q4 2025 | Jan 14, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 68,981 | 1,350 | 0.75% | 0.93% | 183 | +509 | 0.74% | Q4 2025 | Jan 28, 2026 |
| Ballew Advisors, Inc | History | Added to | 68,082 | 1,333 | 0.75% | 0.74% | 184 | +41 | 0.06% | Q4 2025 | Jan 14, 2026 |
| Flaharty Asset Management, LLC | History | No change | 67,901 | 1,329 | 0.17% | 0.17% | 185 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Strid Group, LLC | History | Added to | 67,391 | 1,319 | 0.16% | 0.14% | 186 | +9,411 | 16.23% | Q4 2025 | Jan 26, 2026 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | History | Added to | 66,681 | 1,305 | 0.35% | 0.34% | 187 | +4,422 | 7.1% | Q4 2025 | Jan 13, 2026 |
| IFP Advisors, Inc | History | Added to | 65,194 | 1,276 | 0.03% | 0.03% | 188 | +2,492 | 3.97% | Q4 2025 | Feb 06, 2026 |
| Segment Wealth Management, LLC | History | Added to | 65,151 | 1,275 | 0.07% | 0.07% | 189 | +9,384 | 16.83% | Q4 2025 | Jan 29, 2026 |
| EVERPAR ADVISORS LLC | History | Added to | 64,435 | 1,261 | 0.47% | 0.48% | 190 | +2,624 | 4.25% | Q4 2025 | Jan 07, 2026 |
| ArborFi Advisors, LLC | History | Reduced | 62,948 | 1,232 | 1.0% | 1.01% | 191 | -476 | -0.75% | Q4 2025 | Jan 29, 2026 |
| Kessler Investment Group, LLC | History | Reduced | 61,779 | 1,209 | 0.51% | 0.53% | 192 | -1,030 | -1.64% | Q4 2025 | Feb 03, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 61,276 | 1,199 | 0.01% | 0.01% | 194 | -1,097 | -1.76% | Q4 2025 | Feb 12, 2026 |
| HANOVER ADVISORS INC | History | Reduced | 61,301 | 1,199 | 0.47% | 0.47% | 193 | -686 | -1.11% | Q4 2025 | Feb 17, 2026 |
| Capital Analysts, LLC | History | Reduced | 60,772 | 1,189 | 0.04% | 0.04% | 195 | -6,716 | -9.95% | Q4 2025 | Feb 11, 2026 |
| Claro Advisors Inc. | History | Added to | 58,869 | 1,152 | 0.16% | 0.14% | 196 | +11,260 | 23.65% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 58,680 | 1,148 | 0.02% | 0.02% | 197 | +4,084 | 7.48% | Q4 2025 | Feb 17, 2026 |
| Vantage Point Financial LLC | History | Reduced | 58,664 | 1,148 | 0.41% | 0.45% | 198 | -898 | -1.51% | Q4 2025 | Feb 02, 2026 |
| BROWN ADVISORY INC | History | Added to | 58,252 | 1,140 | 0.0% | 0.0% | 199 | +3,880 | 7.14% | Q4 2025 | Feb 13, 2026 |
| Apeiron RIA LLC | History | Reduced | 57,192 | 1,119 | 0.23% | 0.26% | 200 | -2,180 | -3.67% | Q4 2025 | Feb 03, 2026 |
| Roundview Capital LLC | History | No change | 56,506 | 1,106 | 0.07% | 0.07% | 201 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Oliver Luxxe Assets LLC | History | Reduced | 55,922 | 1,094 | 0.17% | 0.21% | 202 | -12,887 | -18.73% | Q4 2025 | Jan 08, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | No change | 55,773 | 1,091 | 0.14% | 0.13% | 203 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 55,176 | 1,080 | 0.02% | 0.02% | 204 | -1,435 | -2.53% | Q4 2025 | Feb 12, 2026 |
| Proficio Capital Partners LLC | History | Added to | 55,222 | 1,080 | 0.08% | 0.07% | 205 | +567 | 1.04% | Q4 2025 | Feb 12, 2026 |
| Apella Capital, LLC | History | Reduced | 54,792 | 1,072 | 0.02% | 0.02% | 206 | -612 | -1.1% | Q4 2025 | Jan 21, 2026 |
| Astoria Portfolio Advisors LLC. | History | Reduced | 54,278 | 1,060 | 0.24% | 0.36% | 207 | -16,279 | -23.07% | Q4 2025 | Feb 24, 2026 |
| Opus Financial Solutions LLC | History | New | 54,024 | 1,057 | 1.0% | — | 209 | +54,024 | New | Q4 2025 | Feb 17, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Added to | 54,029 | 1,057 | 0.37% | 0.22% | 208 | +22,979 | 74.01% | Q4 2025 | Feb 13, 2026 |
| Kovack Advisors, Inc. | History | New | 50,795 | 994 | 0.05% | — | 210 | +50,795 | New | Q4 2025 | Feb 17, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 50,494 | 988 | 0.14% | 0.17% | 211 | -1,450 | -2.79% | Q4 2025 | Jan 14, 2026 |
| Koss-Olinger Consulting, LLC | History | Added to | 50,156 | 982 | 0.08% | 0.07% | 212 | +6,157 | 13.99% | Q4 2025 | Feb 10, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 49,694 | 972 | 0.01% | 0.0% | 213 | +31,626 | 175.04% | Q4 2025 | Jan 20, 2026 |
| Western Wealth Management, LLC | History | Added to | 49,568 | 970 | 0.04% | 0.05% | 214 | +10 | 0.02% | Q4 2025 | Feb 05, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 49,320 | 965 | 0.01% | 0.01% | 215 | -19,328 | -28.16% | Q4 2025 | Feb 11, 2026 |
| Net Worth Advisory Group | History | Added to | 49,208 | 963 | 0.19% | 0.12% | 216 | +27,737 | 129.18% | Q4 2025 | Jan 14, 2026 |
| ALERUS FINANCIAL NA | History | No change | 48,091 | 941 | 0.05% | 0.05% | 217 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FC Advisory LLC | History | Reduced | 46,938 | 918 | 0.26% | 0.29% | 218 | -3,876 | -7.63% | Q4 2025 | Jan 13, 2026 |
| YANKCOM Partnership | History | Reduced | 46,523 | 910 | 0.39% | 0.56% | 219 | -17,401 | -27.22% | Q4 2025 | Jan 20, 2026 |
| HRT FINANCIAL LP | History | New | 46,025 | 900 | 0.0% | — | 220 | +46,025 | New | Q4 2025 | Feb 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 45,743 | 895 | 0.0% | 0.0% | 221 | -6,647 | -12.69% | Q4 2025 | Feb 18, 2026 |
| COMERICA BANK | History | Added to | 45,117 | 883 | 0.0% | 0.0% | 222 | +1,064 | 2.42% | Q4 2025 | Jan 29, 2026 |
| Steele Capital Management, Inc. | History | Reduced | 44,981 | 880 | 0.04% | 0.04% | 223 | -6,169 | -12.06% | Q4 2025 | Jan 27, 2026 |
| Western Financial Corp/CA | History | Added to | 44,815 | 877 | 0.35% | 0.38% | 224 | +384 | 0.86% | Q4 2025 | Jan 21, 2026 |
| Coordinated Financial Services, Inc. | History | Reduced | 44,068 | 862 | 0.5% | 0.58% | 225 | -2,151 | -4.65% | Q4 2025 | Feb 09, 2026 |
| Strathmore Capital Advisors, Inc. | History | Reduced | 42,954 | 840 | 0.28% | 0.37% | 226 | -2,625 | -5.76% | Q4 2025 | Feb 13, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 42,908 | 839 | 0.05% | 0.05% | 227 | +438 | 1.03% | Q4 2025 | Jan 15, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Reduced | 42,777 | 837 | 0.25% | 0.27% | 228 | -1,497 | -3.38% | Q4 2025 | Jan 12, 2026 |
| 4Thought Financial Group Inc. | History | Added to | 41,384 | 810 | 0.4% | 0.39% | 229 | +2,268 | 5.8% | Q4 2025 | Jan 29, 2026 |
| CWM, LLC | History | Added to | 41,119 | 805 | 0.0% | 0.0% | 230 | +1,976 | 5.05% | Q4 2025 | Jan 26, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 40,809 | 798 | 0.03% | 0.04% | 231 | -9,024 | -18.11% | Q4 2025 | Feb 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 40,378 | 790 | 0.02% | 0.03% | 232 | -19,027 | -32.03% | Q4 2025 | Feb 09, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 40,350 | 789 | 0.24% | 0.26% | 233 | -2,154 | -5.07% | Q4 2025 | Jan 29, 2026 |
| First Fiduciary Investment Counsel, Inc. | History | Added to | 40,227 | 787 | 0.15% | 0.15% | 234 | +1,405 | 3.62% | Q4 2025 | Jan 30, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 39,841 | 779 | 0.39% | 0.43% | 235 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Cynosure Group, LLC | History | Added to | 39,132 | 766 | 0.08% | 0.04% | 236 | +20,929 | 114.98% | Q4 2025 | Feb 17, 2026 |
| Tennessee Valley Asset Management Partners | History | New | 37,770 | 739 | 0.1% | — | 237 | +37,770 | New | Q4 2025 | Feb 05, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Added to | 36,977 | 724 | 0.39% | 0.36% | 238 | +4,284 | 13.1% | Q4 2025 | Feb 18, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 36,352 | 711 | 0.01% | 0.01% | 239 | +4,026 | 12.45% | Q4 2025 | Feb 10, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 36,013 | 704 | 0.03% | 0.04% | 240 | +478 | 1.35% | Q4 2025 | Jan 12, 2026 |
| RPg Family Wealth Advisory, LLC | History | Reduced | 35,675 | 698 | 0.15% | 0.15% | 241 | -423 | -1.17% | Q4 2025 | Feb 13, 2026 |
| Hobbs Group Advisors, LLC | History | Reduced | 35,621 | 697 | 0.21% | 0.39% | 242 | -28,872 | -44.77% | Q4 2025 | Jan 28, 2026 |
| Arkadios Wealth Advisors | History | Added to | 35,038 | 685 | 0.01% | 0.01% | 243 | +13,235 | 60.7% | Q4 2025 | Feb 13, 2026 |
| American Institute for Advanced Investment Management, LLP | History | No change | 34,933 | 683 | 0.44% | 0.45% | 244 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| GLOBALT Investments LLC / GA | History | Reduced | 34,377 | 672 | 0.02% | 0.03% | 245 | -811 | -2.3% | Q4 2025 | Feb 06, 2026 |
| KINTRA WEALTH, LLC | History | New | 34,058 | 666 | 0.09% | — | 248 | +34,058 | New | Q4 2025 | Feb 18, 2026 |
| Towne Trust Company, N.A | History | Added to | 34,033 | 666 | 0.21% | 0.2% | 246 | +2,500 | 7.93% | Q4 2025 | Jan 26, 2026 |
| First City Capital Management, Inc. | History | Reduced | 34,071 | 666 | 0.35% | 0.37% | 247 | -550 | -1.59% | Q4 2025 | Jan 14, 2026 |
| Cordatus Wealth Management LLC | History | Added to | 33,464 | 655 | 0.15% | 0.13% | 249 | +6,223 | 22.84% | Q4 2025 | Jan 26, 2026 |
| RFG Advisory, LLC | History | Added to | 32,797 | 642 | 0.01% | 0.0% | 250 | +20,476 | 166.19% | Q4 2025 | Feb 03, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Added to | 32,730 | 641 | 0.01% | 0.0% | 251 | +20,160 | 160.38% | Q4 2025 | Jan 28, 2026 |
| Financial Life Planners | History | Reduced | 32,726 | 640 | 0.46% | 0.44% | 252 | -499 | -1.5% | Q4 2025 | Jan 29, 2026 |
| Newport Capital Group, LLC | History | Added to | 32,049 | 627 | 0.38% | 0.39% | 253 | +329 | 1.04% | Q4 2025 | Feb 13, 2026 |
| SMI Advisory Services, LLC | History | Added to | 31,982 | 626 | 0.11% | 0.07% | 254 | +13,057 | 68.99% | Q4 2025 | Jan 13, 2026 |
| Cloud Capital Management, LLC | History | New | 31,770 | 621 | 0.29% | — | 255 | +31,770 | New | Q4 2025 | Feb 12, 2026 |
| Lineweaver Wealth Advisors, LLC | History | New | 31,631 | 619 | 0.08% | — | 256 | +31,631 | New | Q4 2025 | Jan 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 31,242 | 611 | 0.01% | 0.01% | 257 | -2,463 | -7.31% | Q4 2025 | Jan 14, 2026 |
| GS Investments, Inc. | History | No change | 31,215 | 611 | 0.33% | 0.3% | 258 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| JM2 Capital Inc. | History | New | 31,039 | 607 | 0.49% | — | 259 | +31,039 | New | Q4 2025 | Jan 23, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 30,755 | 602 | 0.01% | 0.01% | 260 | +1,504 | 5.14% | Q4 2025 | Feb 03, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 30,515 | 597 | 0.0% | 0.0% | 261 | +5,115 | 20.14% | Q4 2025 | Feb 10, 2026 |
| Independence Bank of Kentucky | History | Reduced | 30,011 | 587 | 0.07% | 0.08% | 262 | -635 | -2.07% | Q4 2025 | Jan 20, 2026 |
| Compound Planning, Inc. | History | Reduced | 29,710 | 581 | 0.02% | 0.02% | 263 | -856 | -2.8% | Q4 2025 | Feb 19, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 29,254 | 572 | 0.0% | 0.0% | 264 | +23,653 | 422.3% | Q4 2025 | Feb 11, 2026 |
| Global Financial Private Client, LLC | History | Reduced | 29,002 | 567 | 0.2% | 0.21% | 265 | -755 | -2.54% | Q4 2025 | Jan 27, 2026 |
| Berkshire Money Management, Inc. | History | No change | 28,942 | 566 | 0.05% | 0.06% | 266 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Rothschild Wealth LLC | History | New | 28,785 | 563 | 0.05% | — | 267 | +28,785 | New | Q4 2025 | Feb 17, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 28,610 | 560 | 0.04% | 0.04% | 268 | -4,769 | -14.29% | Q4 2025 | Jan 21, 2026 |
| Summit Global Investments | History | New | 28,294 | 554 | 0.03% | — | 269 | +28,294 | New | Q4 2025 | Feb 18, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Added to | 28,269 | 553 | 0.12% | 0.07% | 270 | +13,397 | 90.08% | Q4 2025 | Jan 20, 2026 |
| RMR Wealth Builders | History | Added to | 28,184 | 551 | 0.04% | 0.03% | 272 | +10,677 | 60.99% | Q4 2025 | Jan 29, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 28,178 | 551 | 0.03% | 0.04% | 271 | -822 | -2.83% | Q4 2025 | Feb 17, 2026 |
| Sun Financial Inc | History | New | 28,038 | 548 | 0.31% | — | 273 | +28,038 | New | Q4 2025 | Feb 02, 2026 |
| RVW Wealth, LLC | History | Added to | 27,811 | 544 | 0.04% | 0.04% | 274 | +96 | 0.35% | Q4 2025 | Jan 12, 2026 |
| Heron Bay Capital Management | History | Reduced | 27,450 | 537 | 0.1% | 0.11% | 275 | -1,551 | -5.35% | Q4 2025 | Feb 13, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 27,204 | 533 | 0.03% | 0.03% | 276 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | Added to | 27,217 | 532 | 0.12% | 0.12% | 277 | +805 | 3.05% | Q4 2025 | Jan 23, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 26,666 | 521 | 0.29% | 0.17% | 278 | +11,613 | 77.15% | Q4 2025 | Jan 30, 2026 |
| BankPlus Wealth Management LLC | History | Added to | 26,439 | 517 | 0.29% | 0.21% | 280 | +7,943 | 42.94% | Q4 2025 | Feb 04, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 26,412 | 517 | 0.04% | 0.04% | 279 | +683 | 2.65% | Q4 2025 | Feb 18, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 26,042 | 509 | 0.0% | 0.0% | 281 | +268 | 1.04% | Q4 2025 | Feb 13, 2026 |
| Nalls Sherbakoff Group, LLC | History | Reduced | 25,875 | 506 | 0.36% | 0.39% | 282 | -3,509 | -11.94% | Q4 2025 | Mar 12, 2026 |
| Wealth Quarterback LLC | History | Added to | 25,635 | 501 | 0.18% | 0.15% | 283 | +5,277 | 25.92% | Q4 2025 | Jan 15, 2026 |
| Crews Bank & Trust | History | Reduced | 25,615 | 501 | 0.07% | 0.08% | 284 | -1,100 | -4.12% | Q4 2025 | Jan 21, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 25,592 | 500 | 0.01% | 0.01% | 285 | +796 | 3.21% | Q4 2025 | Jan 13, 2026 |
| Blossom Wealth Management | History | Reduced | 25,325 | 495 | 0.82% | 0.81% | 286 | -400 | -1.55% | Q4 2025 | Jan 16, 2026 |
| Savvy Advisors, Inc. | History | Added to | 25,232 | 493 | 0.02% | 0.02% | 287 | +1,022 | 4.22% | Q4 2025 | Jan 20, 2026 |
| Curbstone Financial Management Corp | History | New | 24,788 | 485 | 0.09% | — | 288 | +24,788 | New | Q4 2025 | Jan 23, 2026 |
| Sensible Money, LLC | History | Added to | 24,709 | 483 | 0.15% | 0.16% | 289 | +1,207 | 5.14% | Q4 2025 | Feb 09, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 24,671 | 482 | 0.03% | 0.03% | 290 | -1,304 | -5.02% | Q4 2025 | Feb 18, 2026 |
| Cerity Partners LLC | History | Reduced | 24,013 | 470 | 0.0% | 0.0% | 291 | -2,647 | -9.93% | Q4 2025 | Feb 11, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 23,884 | 467 | 0.02% | 0.03% | 292 | +1,021 | 4.47% | Q4 2025 | Jan 26, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 23,768 | 465 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 23,292 | 455 | 0.12% | 0.12% | 294 | +185 | 0.8% | Q4 2025 | Jan 16, 2026 |
| Blue Line Capital, LLC / IL | History | New | 23,120 | 452 | 0.53% | — | 295 | +23,120 | New | Q4 2025 | Feb 17, 2026 |
| Seek First Inc. | History | Added to | 22,163 | 433 | 0.3% | 0.3% | 296 | +780 | 3.65% | Q4 2025 | Jan 30, 2026 |
| Certified Advisory Corp | History | Reduced | 21,758 | 425 | 0.04% | 0.06% | 297 | -12,155 | -35.84% | Q4 2025 | Jan 12, 2026 |
| Larson Financial Group LLC | History | Reduced | 20,954 | 410 | 0.01% | 0.02% | 298 | -12,030 | -36.47% | Q4 2025 | Feb 06, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 20,683 | 404 | 0.0% | 0.01% | 299 | -1,753 | -7.81% | Q4 2025 | Jan 26, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Added to | 20,188 | 395 | 0.02% | 0.02% | 300 | +1,090 | 5.71% | Q4 2025 | Feb 03, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 20,125 | 393 | 0.0% | — | 301 | +20,125 | New | Q4 2025 | Feb 03, 2026 |
| NewCorp Financial Services, Inc. | History | New | 20,103 | 393 | 0.35% | — | 302 | +20,103 | New | Q4 2025 | Feb 10, 2026 |
| Intrua Financial, LLC | History | New | 20,009 | 391 | 0.04% | — | 304 | +20,009 | New | Q4 2025 | Feb 05, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 20,000 | 391 | 0.0% | — | 303 | +20,000 | New | Q4 2025 | Feb 12, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 19,939 | 390 | 0.14% | 0.14% | 305 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 19,794 | 387 | 0.02% | 0.02% | 306 | -1,500 | -7.04% | Q4 2025 | Jan 29, 2026 |
| Argentarii, LLC | History | New | 19,718 | 385 | 0.13% | — | 307 | +19,718 | New | Q4 2025 | Jan 13, 2026 |
| World Investment Advisors | History | Added to | 19,623 | 384 | 0.01% | 0.01% | 308 | +6,207 | 46.27% | Q4 2025 | Mar 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 19,576 | 383 | 0.0% | 0.0% | 309 | +12,500 | 176.65% | Q4 2025 | Feb 06, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Added to | 19,232 | 376 | 0.05% | 0.03% | 310 | +8,164 | 73.76% | Q4 2025 | Jan 23, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 19,091 | 373 | 0.03% | 0.05% | 312 | -10,304 | -35.05% | Q4 2025 | Jan 26, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 19,084 | 373 | 0.0% | 0.0% | 311 | -6,515 | -25.45% | Q4 2025 | Mar 25, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 18,776 | 367 | 0.1% | 0.08% | 313 | +1,364 | 7.83% | Q4 2025 | Jan 12, 2026 |
| Savant Capital, LLC | History | Reduced | 18,652 | 365 | 0.0% | 0.0% | 314 | -3,940 | -17.44% | Q4 2025 | Feb 10, 2026 |
| Wealth Advisors of Iowa, LLC | History | Added to | 18,513 | 362 | 0.12% | 0.12% | 315 | +411 | 2.27% | Q4 2025 | Feb 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 18,136 | 355 | 0.0% | — | 316 | +18,136 | New | Q4 2025 | Feb 17, 2026 |
| Peak Retirement Planning, Inc. | History | New | 17,922 | 350 | 0.08% | — | 317 | +17,922 | New | Q4 2025 | Feb 10, 2026 |
| Insight Wealth Partners, LLC | History | Reduced | 17,870 | 349 | 0.05% | 0.28% | 318 | -29,184 | -62.02% | Q4 2025 | Feb 17, 2026 |
| Legacy Wealth Partners, LLC | History | New | 17,764 | 347 | 0.09% | — | 319 | +17,764 | New | Q4 2025 | Feb 17, 2026 |
| DOVER ADVISORS, LLC | History | No change | 17,718 | 346 | 0.13% | 0.14% | 320 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Castleview Partners, LLC | History | Added to | 17,571 | 343 | 0.17% | 0.18% | 321 | +185 | 1.06% | Q4 2025 | Jan 12, 2026 |
| Mirador Capital Partners LP | History | Reduced | 16,843 | 329 | 0.05% | 0.05% | 322 | -1,422 | -7.79% | Q4 2025 | Jan 14, 2026 |
| BETO FINANCIAL GROUP, LLC | History | New | 16,436 | 321 | 0.22% | — | 323 | +16,436 | New | Q4 2025 | Feb 10, 2026 |
| Tassel Capital Management, Inc. | History | Reduced | 16,349 | 320 | 0.19% | 0.21% | 324 | -347 | -2.08% | Q4 2025 | Feb 13, 2026 |
| Edge Wealth Management LLC | History | No change | 16,187 | 316 | 0.06% | 0.06% | 325 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 15,827 | 309 | 0.01% | 0.03% | 326 | -12,049 | -43.22% | Q4 2025 | Feb 13, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 15,833 | 309 | 0.05% | 0.06% | 327 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Well Done, LLC | History | Added to | 15,736 | 308 | 0.05% | 0.05% | 328 | +26 | 0.17% | Q4 2025 | Jan 13, 2026 |
| Kaydan Wealth Management, Inc. | History | Added to | 15,434 | 302 | 0.09% | 0.09% | 329 | +49 | 0.32% | Q4 2025 | Jan 12, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | No change | 15,100 | 295 | 0.04% | 0.04% | 330 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Midwest Trust Co | History | Reduced | 14,956 | 292 | 0.0% | 0.01% | 332 | -6,843 | -31.39% | Q4 2025 | Feb 04, 2026 |
| Retirement Solution LLC | History | Added to | 14,964 | 292 | 0.06% | 0.07% | 331 | +199 | 1.35% | Q4 2025 | Jan 29, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Added to | 14,664 | 287 | 0.17% | 0.16% | 334 | +1,064 | 7.82% | Q4 2025 | Jan 21, 2026 |
| WESPAC Advisors, LLC | History | Reduced | 14,702 | 287 | 0.16% | 0.17% | 333 | -393 | -2.6% | Q4 2025 | Jan 14, 2026 |
| Aprio Wealth Management, LLC | History | New | 14,560 | 285 | 0.02% | — | 335 | +14,560 | New | Q4 2025 | Jan 29, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 14,519 | 284 | 0.0% | 0.0% | 336 | -1,450 | -9.08% | Q4 2025 | Feb 02, 2026 |
| Allen Capital Group, LLC | History | Reduced | 14,380 | 281 | 0.03% | 0.03% | 337 | -3,327 | -18.79% | Q4 2025 | Feb 09, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 14,356 | 281 | 0.0% | 0.0% | 338 | +3,246 | 29.22% | Q4 2025 | Jan 29, 2026 |
| Solitude Financial Services | History | No change | 14,300 | 279 | 0.09% | 0.1% | 339 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Diversified Portfolios, Inc. | History | New | 13,693 | 268 | 0.02% | — | 340 | +13,693 | New | Q4 2025 | Feb 09, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 13,511 | 264 | 0.0% | — | 341 | +13,511 | New | Q4 2025 | Feb 18, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 13,275 | 259 | 0.02% | 0.02% | 342 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Golden Reserve Retirement LLC | History | New | 13,188 | 258 | 0.05% | — | 343 | +13,188 | New | Q4 2025 | Jan 29, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 12,782 | 250 | 0.01% | 0.01% | 344 | +1,614 | 14.45% | Q4 2025 | Jan 16, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 12,703 | 248 | 0.0% | 0.01% | 345 | -521 | -3.94% | Q4 2025 | Feb 06, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 12,700 | 248 | 0.11% | 0.12% | 346 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Blue Barn Wealth, LLC | History | Reduced | 12,591 | 246 | 0.36% | 1.38% | 348 | -147,754 | -92.15% | Q4 2025 | Feb 10, 2026 |
| Altus Wealth Group LLC | History | Reduced | 12,597 | 246 | 0.1% | 0.14% | 347 | -4,251 | -25.23% | Q4 2025 | Feb 13, 2026 |
| GHE, LLC | History | No change | 12,000 | 234 | 0.08% | 0.09% | 349 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 11,896 | 232 | 0.01% | 0.01% | 350 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Pacific Park Financial, Inc. | History | New | 11,770 | 230 | 0.14% | — | 351 | +11,770 | New | Q4 2025 | Jan 30, 2026 |
| Legacy Wealth Management, LLC / MS | History | Added to | 11,725 | 229 | 0.06% | 0.06% | 352 | +1,340 | 12.9% | Q4 2025 | Jan 05, 2026 |
| Keystone Financial Group | History | No change | 11,450 | 224 | 0.02% | 0.02% | 353 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BankPlus Trust Department | History | Reduced | 11,300 | 221 | 0.06% | 0.09% | 354 | -6,155 | -35.26% | Q4 2025 | Jan 27, 2026 |
| FORONJY FINANCIAL LLC | History | Reduced | 11,183 | 218 | 0.09% | 0.1% | 355 | -724 | -6.08% | Q4 2025 | Feb 03, 2026 |
| ETF Store, Inc. | History | Reduced | 11,076 | 216 | 0.22% | 0.23% | 356 | -210 | -1.86% | Q4 2025 | Jan 22, 2026 |
| Garrett Wealth Advisory Group, LLC | History | No change | 10,602 | 207 | 0.04% | 0.04% | 357 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 10,482 | 205 | 0.0% | 0.0% | 358 | -3,000 | -22.25% | Q4 2025 | Feb 17, 2026 |
| Apollon Wealth Management, LLC | History | No change | 10,500 | 205 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| CGN Advisors LLC | History | No change | 10,445 | 204 | 0.02% | 0.02% | 360 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| ETF Portfolio Partners, Inc. | History | No change | 10,292 | 201 | 0.05% | 0.05% | 361 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Milestones Private Investment Advisors LLC | History | Reduced | 10,255 | 200 | 0.14% | 1.73% | 362 | -119,344 | -92.09% | Q4 2025 | Jan 26, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 10,214 | 199 | 0.07% | 0.07% | 363 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 10,149 | 198 | 0.03% | 0.03% | 364 | -52 | -0.51% | Q4 2025 | Feb 06, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 9,671 | 189 | 0.05% | 0.05% | 365 | -255 | -2.57% | Q4 2025 | Jan 12, 2026 |
| HM PAYSON & CO | History | Reduced | 8,966 | 175 | 0.0% | 0.0% | 366 | -994 | -9.98% | Q4 2025 | Feb 12, 2026 |
| Ancora Advisors LLC | History | Reduced | 8,374 | 163 | 0.0% | 0.01% | 367 | -15,969 | -65.6% | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 8,124 | 159 | 0.01% | 0.0% | 368 | +4,232 | 108.74% | Q4 2025 | Jan 20, 2026 |
| EASTERN BANK | History | Reduced | 7,127 | 139 | 0.0% | 0.0% | 369 | -2,614 | -26.84% | Q4 2025 | Jan 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 6,638 | 129 | 0.0% | 0.0% | 370 | +5,100 | 331.6% | Q4 2025 | Feb 12, 2026 |
| Sigma Planning Corp | History | Reduced | 15,868 | 123 | 0.0% | 0.01% | 371 | -33 | -0.21% | Q4 2025 | Jan 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 4,788 | 93 | 0.01% | — | 372 | +4,788 | New | Q4 2025 | Feb 03, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 4,744 | 92 | 0.01% | 0.01% | 373 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Davis Capital Management | History | Reduced | 4,571 | 89 | 0.06% | 0.06% | 374 | -145 | -3.07% | Q4 2025 | Jan 28, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 4,500 | 88 | 0.0% | 0.0% | 375 | -1,912 | -29.82% | Q4 2025 | Feb 06, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 4,222 | 82 | 0.0% | 0.0% | 376 | +43 | 1.03% | Q4 2025 | Feb 09, 2026 |
| Sarver Vrooman Wealth Advisors | History | Added to | 4,103 | 80 | 0.05% | 0.04% | 377 | +884 | 27.46% | Q4 2025 | Feb 10, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 3,994 | 78 | 0.02% | 0.04% | 378 | -3,531 | -46.92% | Q4 2025 | Jan 02, 2026 |
| Marquette Asset Management, LLC | History | No change | 3,609 | 70 | 0.01% | 0.01% | 379 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 3,376 | 66 | 0.01% | — | 381 | +3,376 | New | Q4 2025 | Feb 09, 2026 |
| US BANCORP \DE\ | History | No change | 3,389 | 66 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 3,228 | 63 | 0.0% | 0.0% | 382 | +978 | 43.47% | Q4 2025 | Feb 02, 2026 |
| CX Institutional | History | Added to | 2,454 | 48 | 0.0% | 0.0% | 383 | +37 | 1.53% | Q4 2025 | Feb 02, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 2,140 | 41 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 1,800 | 35 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| AlphaCore Capital LLC | History | New | 1,669 | 32 | 0.0% | — | 387 | +1,669 | New | Q4 2025 | Feb 05, 2026 |
| FMR LLC | History | Reduced | 1,636 | 32 | 0.0% | 0.0% | 386 | -1,102 | -40.25% | Q4 2025 | Feb 17, 2026 |
| OPTIMA CAPITAL LLC | History | New | 1,523 | 29 | 0.01% | — | 389 | +1,523 | New | Q4 2025 | Jan 23, 2026 |
| AE Wealth Management LLC | History | No change | 1,489 | 29 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,460 | 28 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Caldwell Trust Co | History | No change | 1,332 | 26 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 1,237 | 24 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 1,187 | 23 | 0.0% | 0.0% | 393 | -696 | -36.96% | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,200 | 23 | 0.0% | 0.0% | 394 | -13 | -1.07% | Q4 2025 | Mar 16, 2026 |
| GAMMA Investing LLC | History | Added to | 1,091 | 21 | 0.0% | 0.0% | 395 | +124 | 12.82% | Q4 2025 | Jan 05, 2026 |
| Parallel Advisors, LLC | History | No change | 1,033 | 20 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Fortis Group Advisors, LLC | History | No change | 1,039 | 20 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Aspect Partners, LLC | History | No change | 1,042 | 20 | 0.01% | 0.01% | 398 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| NBC SECURITIES, INC. | History | No change | 935 | 18 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| RHL GROUP, LLC | History | New | 766 | 14 | 0.01% | — | 401 | +766 | New | Q4 2025 | Feb 09, 2026 |
| Blue Trust, Inc. | History | New | 718 | 14 | 0.0% | — | 400 | +718 | New | Q4 2025 | Jan 16, 2026 |
| Clayton Financial Group LLC | History | New | 584 | 11 | 0.01% | — | 402 | +584 | New | Q4 2025 | Jan 21, 2026 |
| Arax Advisory Partners | History | New | 505 | 9 | 0.0% | — | 403 | +505 | New | Q4 2025 | Feb 13, 2026 |
| West Branch Capital LLC | History | Added to | 504 | 9 | 0.0% | 0.0% | 404 | +1 | 0.2% | Q4 2025 | Jan 16, 2026 |
| Sound Income Strategies, LLC | History | Added to | 419 | 8 | 0.0% | 0.0% | 406 | +226 | 117.1% | Q4 2025 | Jan 21, 2026 |
| First PREMIER Bank | History | No change | 423 | 8 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ORG Partners LLC | History | No change | 454 | 8 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CoreCap Advisors, LLC | History | New | 251 | 4 | 0.0% | — | 408 | +251 | New | Q4 2025 | Jan 13, 2026 |
| BIRCHBROOK, INC. | History | New | 250 | 4 | 0.0% | — | 409 | +250 | New | Q4 2025 | Feb 04, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 116 | 2 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Topsail Wealth Management, LLC | History | No change | 150 | 2 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 97 | 1 | 0.0% | — | 412 | +60 | 162.16% | Q4 2025 | Feb 10, 2026 |
| COOKSON PEIRCE & CO INC | History | Closed out | 0 | 0 | — | 0.43% | — | -533,667 | -100.0% | Q3 2025 | Nov 06, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -272,939 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -131,111 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -57,551 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -52,862 | -100.0% | Q3 2025 | Oct 23, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -31,931 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31,486 | -100.0% | Q3 2025 | Nov 13, 2025 |
| McCarthy & Cox | History | Closed out | 0 | 0 | — | 0.12% | — | -26,497 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Oregon Pacific Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.43% | — | -25,549 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Hennion & Walsh Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -22,155 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Latitude Advisors, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -13,153 | -100.0% | Q3 2025 | Oct 31, 2025 |
| AQR CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,075 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TABR Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -11,505 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Mesirow Financial Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,447 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Quartz Partners, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -11,010 | -100.0% | Q3 2025 | Nov 13, 2025 |
| RETIREMENT GUYS FORMULA LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -10,801 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Foundry Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -10,541 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Trinity Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -10,379 | -100.0% | Q3 2025 | Oct 07, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,687 | -100.0% | Q3 2025 | Nov 14, 2025 |
| United Community Bank | History | Closed out | 0 | 0 | — | 0.03% | — | -5,500 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -5,066 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,736 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Smithfield Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -1,079 | -100.0% | Q3 2025 | Nov 07, 2025 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -963 | -100.0% | Q3 2025 | Oct 21, 2025 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 6 | 0 | — | 0.0% | — | -865 | -99.31% | Q4 2025 | Feb 11, 2026 |
| FIRST UNITED BANK & TRUST | History | Closed out | 0 | 0 | — | 0.0% | — | -728 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Friedenthal Financial | History | Closed out | 0 | 0 | — | 0.0% | — | -171 | -100.0% | Q3 2025 | Oct 15, 2025 |
| SouthState Bank Corp | History | Closed out | 0 | 0 | — | — | — | -27 | -100.0% | Q3 2025 | Nov 05, 2025 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 46 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |