Capital Group Growth ETF - CGGR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 45,411,053 | 2,019,429 | 0.55% | 0.49% | 1 | +6,814,693 | 17.66% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 26,878,644 | 1,195,293 | 0.07% | 0.04% | 2 | +13,065,920 | 94.59% | Q4 2025 | Feb 13, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 24,026,194 | 1,068,445 | 17.01% | 17.21% | 3 | +585,780 | 2.5% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 13,284,377 | 590,756 | 0.18% | 0.15% | 4 | +1,233,119 | 10.23% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 13,193,475 | 586,713 | 0.78% | 0.72% | 5 | +485,654 | 3.82% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 12,873,150 | 572,468 | 0.04% | 0.04% | 6 | +72,182 | 0.56% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 12,423,660 | 552,480 | 0.1% | 0.08% | 7 | +2,580,345 | 26.21% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 12,416,934 | 552,181 | 0.17% | 0.16% | 8 | +1,271,969 | 11.41% | Q4 2025 | Feb 18, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 12,136,612 | 539,715 | 0.34% | 0.33% | 9 | +761,802 | 6.7% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Added to | 8,207,815 | 365,001 | 0.4% | 0.39% | 10 | +567,057 | 7.42% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 7,527,486 | 334,751 | 0.2% | 0.18% | 11 | +1,528,478 | 25.48% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 6,857,066 | 304,958 | 0.45% | 0.35% | 12 | +989,446 | 16.86% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 6,476,059 | 287,990 | 0.05% | — | 13 | +6,476,059 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 5,235,698 | 232,831 | 0.04% | 0.03% | 14 | +283,016 | 5.71% | Q4 2025 | Jan 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 4,363,808 | 194,059 | 0.51% | 0.45% | 15 | +610,100 | 16.25% | Q4 2025 | Feb 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 3,643,866 | 162,042 | 0.39% | 0.39% | 16 | +305,755 | 9.16% | Q4 2025 | Feb 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 2,633,662 | 117,118 | 2.36% | 2.53% | 17 | -69,383 | -2.57% | Q4 2025 | Feb 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 2,576,150 | 114,561 | 0.47% | 0.45% | 18 | +317,317 | 14.05% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 2,340,568 | 104,090 | 0.09% | 0.07% | 19 | +553,253 | 30.95% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 2,255,337 | 100,295 | 0.27% | 0.29% | 20 | +68,448 | 3.13% | Q4 2025 | Jan 26, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 2,123,336 | 96,484 | 0.13% | 0.14% | 21 | +60,360 | 2.93% | Q4 2025 | Jan 08, 2026 |
| Kestra Investment Management, LLC | History | Added to | 2,099,816 | 93,378 | 2.28% | 1.98% | 22 | +423,231 | 25.24% | Q4 2025 | Feb 09, 2026 |
| &PARTNERS | History | Added to | 2,071,713 | 92,347 | 0.48% | 0.43% | 23 | +549,490 | 36.1% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,153,080 | 89,417 | 0.01% | 0.0% | 24 | +768,155 | 55.47% | Q4 2025 | Feb 11, 2026 |
| Financial Security Advisor, Inc. | History | Reduced | 1,994,948 | 88,715 | 17.17% | 19.98% | 25 | -144,134 | -6.74% | Q4 2025 | Feb 05, 2026 |
| Private Advisor Group, LLC | History | Added to | 1,982,001 | 88,139 | 0.41% | 0.42% | 26 | +58,433 | 3.04% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Added to | 1,844,152 | 82,009 | 0.13% | 0.13% | 27 | +36,755 | 2.03% | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 1,802,258 | 80,146 | 0.64% | 0.61% | 28 | +292,158 | 19.35% | Q4 2025 | Jan 26, 2026 |
| SEI INVESTMENTS CO | History | Added to | 1,593,398 | 70,858 | 0.07% | 0.06% | 29 | +231,297 | 16.98% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 1,459,912 | 64,922 | 0.24% | 0.26% | 30 | +151,771 | 11.6% | Q4 2025 | Feb 18, 2026 |
| New England Capital Financial Advisors LLC | History | Reduced | 1,422,344 | 63,251 | 24.71% | 26.97% | 31 | -22,386 | -1.55% | Q4 2025 | Feb 02, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 1,394,757 | 62,024 | 7.69% | 7.58% | 32 | +48,837 | 3.63% | Q4 2025 | Jan 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 1,307,483 | 58,151 | 0.95% | 0.89% | 33 | +121,240 | 10.22% | Q4 2025 | Feb 09, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 1,291,423 | 57,429 | 3.3% | 0.66% | 34 | +1,140,465 | 755.48% | Q4 2025 | Jan 29, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,289,258 | 57,333 | 0.1% | 0.02% | 35 | +1,103,280 | 593.23% | Q4 2025 | Mar 16, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 1,243,134 | 55,282 | 0.63% | 0.43% | 36 | +677,835 | 119.91% | Q4 2025 | Jan 29, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 1,203,656 | 53,526 | 1.03% | 0.97% | 37 | +98,738 | 8.94% | Q4 2025 | Feb 12, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 1,201,039 | 53,410 | 1.31% | 1.32% | 38 | +12,053 | 1.01% | Q4 2025 | Jan 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,190,095 | 52,923 | 0.1% | 0.11% | 39 | +5,872 | 0.5% | Q4 2025 | Feb 17, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 1,098,989 | 48,872 | 2.02% | 2.19% | 40 | +85,709 | 8.46% | Q4 2025 | Jan 28, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Reduced | 1,039,294 | 46,217 | 12.87% | 12.61% | 41 | -3,067 | -0.29% | Q4 2025 | Jan 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 1,021,342 | 45,419 | 0.1% | 0.11% | 42 | -27,120 | -2.59% | Q4 2025 | Feb 11, 2026 |
| Global Retirement Partners, LLC | History | Added to | 879,221 | 39,098 | 0.69% | 0.81% | 43 | +51,745 | 6.25% | Q4 2025 | Feb 06, 2026 |
| JSF Financial, LLC | History | Reduced | 873,717 | 38,854 | 8.05% | 8.6% | 44 | -8,848 | -1.0% | Q4 2025 | Feb 04, 2026 |
| Valmark Advisers, Inc. | History | Added to | 873,172 | 38,829 | 0.48% | 0.33% | 45 | +295,543 | 51.16% | Q4 2025 | Jan 26, 2026 |
| Summit Investment Advisory Services, LLC | History | Added to | 859,208 | 38,208 | 14.42% | 14.45% | 46 | +33,010 | 4.0% | Q4 2025 | Feb 04, 2026 |
| Advance Capital Management, Inc. | History | Added to | 842,498 | 37,465 | 1.59% | 1.59% | 47 | +6,048 | 0.72% | Q4 2025 | Jan 06, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 839,196 | 37,319 | 0.23% | 0.23% | 48 | +30,184 | 3.73% | Q4 2025 | Jan 29, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 808,580 | 35,957 | 17.78% | 18.94% | 49 | +21,742 | 2.76% | Q4 2025 | Jan 30, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 807,029 | 35,888 | 0.05% | 0.05% | 50 | +10,490 | 1.32% | Q4 2025 | Feb 02, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 776,868 | 34,547 | 1.21% | 1.16% | 51 | +9,119 | 1.19% | Q4 2025 | Feb 13, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 748,621 | 33,291 | 0.37% | 0.27% | 52 | +203,435 | 37.31% | Q4 2025 | Feb 02, 2026 |
| Haverford Trust Co | History | Added to | 728,429 | 32,393 | 0.29% | 0.27% | 53 | +53,765 | 7.97% | Q4 2025 | Feb 13, 2026 |
| Ergawealth Advisors, Inc. | History | Added to | 718,735 | 31,962 | 14.71% | 13.67% | 54 | +50,568 | 7.57% | Q4 2025 | Jan 21, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 706,853 | 31,433 | 4.9% | 5.56% | 55 | +17,684 | 2.57% | Q4 2025 | Feb 03, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 702,065 | 31,220 | 0.33% | 0.23% | 56 | +347,876 | 98.22% | Q4 2025 | Jan 23, 2026 |
| Equitable Holdings, Inc. | History | Added to | 687,647 | 30,579 | 0.21% | 0.2% | 57 | +81,458 | 13.44% | Q4 2025 | Feb 17, 2026 |
| Wealth Science Advisors LLC | History | New | 667,396 | 29,679 | 17.12% | — | 58 | +667,396 | New | Q4 2025 | Jan 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 651,832 | 28,986 | 0.59% | 0.56% | 59 | +85,880 | 15.17% | Q4 2025 | Feb 09, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 638,044 | 28,373 | 0.52% | 0.52% | 60 | +28,360 | 4.65% | Q4 2025 | Jan 07, 2026 |
| SOL Capital Management CO | History | Reduced | 635,354 | 28,254 | 2.54% | 2.67% | 61 | -42,963 | -6.33% | Q4 2025 | Jan 30, 2026 |
| Tribridge Partners Financial LLC | History | Added to | 632,479 | 28,126 | 11.8% | 12.12% | 62 | +36,055 | 6.05% | Q4 2025 | Jan 26, 2026 |
| IAM Advisory, LLC | History | Added to | 630,083 | 28,019 | 6.23% | 3.43% | 63 | +282,778 | 81.42% | Q4 2025 | Jan 07, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 612,086 | 27,219 | 0.53% | 0.89% | 64 | -357,208 | -36.85% | Q4 2025 | Jan 14, 2026 |
| Focus Partners Wealth | History | Added to | 606,989 | 26,992 | 0.03% | 0.04% | 65 | +8,157 | 1.36% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Added to | 556,817 | 24,761 | 0.05% | 0.03% | 66 | +189,316 | 51.51% | Q4 2025 | Jan 23, 2026 |
| Greenbush Financial Group, LLC | History | Added to | 556,683 | 24,755 | 8.42% | 8.72% | 67 | +39,195 | 7.57% | Q4 2025 | Jan 20, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 539,673 | 23,999 | 2.69% | 2.87% | 68 | -5,910 | -1.08% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 527,223 | 23,445 | 0.13% | 0.12% | 69 | -86,243 | -14.06% | Q4 2025 | Jan 29, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 517,700 | 23,022 | 1.23% | 1.25% | 70 | +14,886 | 2.96% | Q4 2025 | Jan 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 473,869 | 21,072 | 0.26% | 0.2% | 71 | +130,501 | 38.01% | Q4 2025 | Jan 29, 2026 |
| HighTower Advisors, LLC | History | Added to | 471,317 | 20,959 | 0.02% | 0.02% | 72 | +17,843 | 3.93% | Q4 2025 | Feb 06, 2026 |
| J. Derek Lewis & Associates Inc. | History | New | 471,036 | 20,947 | 4.91% | — | 73 | +471,036 | New | Q4 2025 | Mar 23, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 465,652 | 20,707 | 1.0% | — | 74 | +465,652 | New | Q4 2025 | Jan 28, 2026 |
| DAVENPORT & Co LLC | History | Added to | 464,503 | 20,656 | 0.11% | 0.1% | 75 | +20,806 | 4.69% | Q4 2025 | Jan 12, 2026 |
| Financial Council, LLC | History | Added to | 459,406 | 20,429 | 8.15% | 8.48% | 76 | +24,166 | 5.55% | Q4 2025 | Feb 05, 2026 |
| Strategic Blueprint, LLC | History | Added to | 454,697 | 20,220 | 1.19% | 0.82% | 77 | +24,314 | 5.65% | Q4 2025 | Jan 30, 2026 |
| IFP Advisors, Inc | History | Added to | 443,735 | 19,732 | 0.44% | 0.5% | 78 | +4,083 | 0.93% | Q4 2025 | Feb 06, 2026 |
| Challenger Wealth Management | History | Added to | 442,679 | 19,685 | 15.02% | 14.83% | 79 | +10,901 | 2.52% | Q4 2025 | Feb 17, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 439,959 | 19,565 | 0.34% | 0.34% | 80 | +74,174 | 20.28% | Q4 2025 | Feb 19, 2026 |
| Alpha Financial Advisors, LLC | History | Added to | 430,933 | 19,163 | 5.86% | 6.58% | 81 | +5,588 | 1.31% | Q4 2025 | Jan 20, 2026 |
| Mutual Advisors, LLC | History | Added to | 413,560 | 18,391 | 0.39% | 0.39% | 82 | +19,680 | 5.0% | Q4 2025 | Feb 02, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 412,811 | 18,357 | 0.37% | 0.36% | 83 | +5,148 | 1.26% | Q4 2025 | Feb 05, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | Added to | 399,876 | 17,782 | 12.0% | 11.94% | 84 | +21,076 | 5.56% | Q4 2025 | Jan 15, 2026 |
| Kera Capital Partners, Inc. | History | Reduced | 399,599 | 17,766 | 2.19% | 2.7% | 85 | -10,945 | -2.67% | Q4 2025 | Feb 23, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 398,534 | 17,722 | 0.05% | 0.03% | 86 | +112,418 | 39.29% | Q4 2025 | Feb 17, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 398,533 | 17,722 | 0.56% | 0.58% | 87 | -5,384 | -1.33% | Q4 2025 | Jan 30, 2026 |
| Main Line Retirement Advisors, LLC | History | Reduced | 382,257 | 16,998 | 8.6% | 9.9% | 88 | -57,116 | -13.0% | Q4 2025 | Jan 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 378,181 | 16,817 | 0.09% | 0.08% | 89 | +70,792 | 23.03% | Q4 2025 | Feb 12, 2026 |
| AA Financial Advisors, LLC | History | Added to | 375,012 | 16,676 | 3.08% | 1.78% | 90 | +168,917 | 81.96% | Q4 2025 | Jan 14, 2026 |
| Michael Brady & Co., LLC | History | New | 369,494 | 16,431 | 16.4% | — | 91 | +369,494 | New | Q4 2025 | Jan 27, 2026 |
| Souders Financial Advisors | History | Added to | 355,065 | 15,789 | 1.81% | 1.82% | 92 | +6,663 | 1.91% | Q4 2025 | Feb 02, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 354,286 | 15,755 | 0.5% | 0.47% | 93 | +37,134 | 11.71% | Q4 2025 | Jan 12, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 352,831 | 15,690 | 1.34% | 1.3% | 94 | +17,230 | 5.13% | Q4 2025 | Jan 21, 2026 |
| CLG LLC | History | Added to | 345,359 | 15,358 | 3.82% | 3.04% | 95 | +91,033 | 35.79% | Q4 2025 | Jan 15, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 337,182 | 14,994 | 2.16% | 2.26% | 96 | +14,455 | 4.48% | Q4 2025 | Feb 09, 2026 |
| Ferguson Shapiro LLC | History | Reduced | 327,732 | 14,574 | 4.48% | 4.86% | 97 | -13,750 | -4.03% | Q4 2025 | Jan 26, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Reduced | 319,254 | 14,197 | 8.92% | 9.19% | 98 | -7,879 | -2.41% | Q4 2025 | Feb 06, 2026 |
| SMITH, MOORE & CO. | History | Added to | 313,016 | 13,919 | 1.05% | 0.89% | 99 | +48,551 | 18.36% | Q4 2025 | Jan 23, 2026 |
| Capital Analysts, LLC | History | Added to | 308,969 | 13,740 | 0.42% | 0.37% | 100 | +22,709 | 7.93% | Q4 2025 | Feb 11, 2026 |
| STEPHENS INC /AR/ | History | Added to | 305,737 | 13,596 | 0.17% | 0.16% | 101 | +19,150 | 6.68% | Q4 2025 | Feb 05, 2026 |
| Storen Legacy Partners, LLC | History | New | 305,016 | 13,564 | 4.26% | — | 102 | +305,016 | New | Q4 2025 | Mar 05, 2026 |
| BEACON FINANCIAL GROUP | History | New | 302,376 | 13,446 | 1.34% | — | 103 | +302,376 | New | Q4 2025 | Apr 01, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 299,777 | 13,331 | 0.49% | 0.47% | 104 | +27,815 | 10.23% | Q4 2025 | Feb 06, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 299,670 | 13,326 | 0.79% | 0.74% | 105 | +53,305 | 21.64% | Q4 2025 | Feb 10, 2026 |
| Ballew Advisors, Inc | History | Reduced | 292,272 | 13,251 | 7.47% | 7.15% | 106 | -117 | -0.04% | Q4 2025 | Jan 14, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 292,764 | 13,042 | 3.8% | 3.97% | 107 | +15,911 | 5.75% | Q4 2025 | Jan 06, 2026 |
| Mason Investment Advisory Services, Inc. | History | Added to | 284,304 | 12,642 | 0.6% | 0.56% | 108 | +27,341 | 10.64% | Q4 2025 | Feb 12, 2026 |
| Colonial River Investments, LLC | History | Added to | 284,130 | 12,635 | 4.5% | 4.31% | 109 | +17,970 | 6.75% | Q4 2025 | Feb 04, 2026 |
| Bedel Financial Consulting, Inc. | History | Reduced | 281,826 | 12,532 | 1.35% | 1.61% | 110 | -5,564 | -1.94% | Q4 2025 | Jan 28, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 277,808 | 12,354 | 1.48% | 1.37% | 111 | +14,314 | 5.43% | Q4 2025 | Feb 13, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 280,490 | 12,302 | 2.76% | 3.15% | 112 | +1,503 | 0.54% | Q4 2025 | Feb 04, 2026 |
| Midwest Heritage Bank, FSB | History | Reduced | 275,708 | 12,260 | 4.23% | 4.41% | 113 | -7,666 | -2.71% | Q4 2025 | Feb 04, 2026 |
| Advisory Services Network, LLC | History | Reduced | 275,358 | 12,245 | 0.17% | 0.18% | 114 | -9,373 | -3.29% | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 275,165 | 12,236 | 0.17% | 0.09% | 115 | +102,021 | 58.92% | Q4 2025 | Feb 02, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 268,181 | 11,926 | 0.0% | 0.0% | 116 | +232,681 | 655.44% | Q4 2025 | Feb 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 267,805 | 11,909 | 0.02% | 0.01% | 117 | +96,380 | 56.22% | Q4 2025 | Feb 10, 2026 |
| LongView Wealth Management | History | Added to | 258,682 | 11,788 | 2.85% | 2.85% | 118 | +19,084 | 7.97% | Q4 2025 | Jan 13, 2026 |
| Mariner, LLC | History | Added to | 258,435 | 11,492 | 0.01% | 0.01% | 119 | +29,686 | 12.98% | Q4 2025 | Feb 13, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 254,863 | 11,333 | 4.17% | 3.68% | 120 | -9,845 | -3.72% | Q4 2025 | Feb 05, 2026 |
| Sovran Advisors, LLC | History | Reduced | 249,491 | 11,194 | 0.95% | 1.01% | 121 | -7,200 | -2.8% | Q4 2025 | Jan 20, 2026 |
| Investments & Financial Planning, LLC | History | Reduced | 250,356 | 11,133 | 5.97% | 6.3% | 122 | -15,154 | -5.71% | Q4 2025 | Feb 23, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 245,818 | 10,931 | 0.19% | 0.17% | 123 | +33,933 | 16.01% | Q4 2025 | Jan 22, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Added to | 242,795 | 10,797 | 6.37% | 6.88% | 124 | +4,256 | 1.78% | Q4 2025 | Feb 02, 2026 |
| Strategic Equity Management | History | New | 240,497 | 10,694 | 3.63% | — | 125 | +240,497 | New | Q4 2025 | Feb 09, 2026 |
| rebel Financial LLC | History | New | 237,698 | 10,570 | 4.52% | — | 126 | +237,698 | New | Q4 2025 | Mar 27, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 237,162 | 10,546 | 0.62% | 0.56% | 127 | +30,043 | 14.51% | Q4 2025 | Feb 10, 2026 |
| Coign Capital Advisors LLC | History | Added to | 234,502 | 10,428 | 5.46% | 5.45% | 128 | +9,181 | 4.07% | Q4 2025 | Jan 20, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 233,462 | 10,382 | 1.13% | 0.96% | 129 | +39,829 | 20.57% | Q4 2025 | Jan 23, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 231,802 | 10,305 | 3.33% | 4.56% | 130 | +6,022 | 2.67% | Q4 2025 | Jan 23, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 227,232 | 10,104 | 3.14% | 3.9% | 131 | +16,050 | 7.6% | Q4 2025 | Jan 08, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 220,863 | 9,894 | 0.37% | 0.54% | 132 | +20,645 | 10.31% | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 219,195 | 9,747 | 0.46% | 0.41% | 133 | +6,337 | 2.98% | Q4 2025 | Jan 21, 2026 |
| BARCLAYS PLC | History | Added to | 215,654 | 9,590 | 0.0% | 0.0% | 134 | +133,231 | 161.64% | Q4 2025 | Feb 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 213,466 | 9,492 | 0.05% | — | 135 | +213,466 | New | Q4 2025 | Feb 18, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 212,194 | 9,436 | 0.07% | 0.06% | 136 | +29,073 | 15.88% | Q4 2025 | Feb 12, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 211,113 | 9,388 | 2.07% | 2.01% | 137 | +13,695 | 6.94% | Q4 2025 | Feb 04, 2026 |
| Clearview Wealth Advisors LLC | History | Added to | 209,630 | 9,322 | 5.91% | 5.87% | 138 | +719 | 0.34% | Q4 2025 | Feb 17, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | Added to | 209,512 | 9,316 | 0.04% | 0.04% | 139 | +21,767 | 11.59% | Q4 2025 | Feb 12, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 208,280 | 9,262 | 0.07% | 0.06% | 140 | +5,660 | 2.79% | Q4 2025 | Feb 13, 2026 |
| Investmark Advisory Group LLC | History | Reduced | 208,049 | 9,251 | 3.94% | 4.0% | 141 | -2,166 | -1.03% | Q4 2025 | Jan 28, 2026 |
| BetterWealth, LLC | History | Added to | 205,726 | 9,148 | 2.09% | 2.11% | 142 | +4,394 | 2.18% | Q4 2025 | Jan 15, 2026 |
| McCarthy Asset Management, Inc. | History | Added to | 205,176 | 9,124 | 4.76% | 0.72% | 143 | +179,762 | 707.33% | Q4 2025 | Feb 03, 2026 |
| KWB Wealth | History | Added to | 202,927 | 9,024 | 0.85% | 0.69% | 144 | +48,487 | 31.4% | Q4 2025 | Jan 12, 2026 |
| Smith Thornton Advisors LLC | History | Added to | 196,640 | 8,744 | 4.45% | 4.45% | 145 | +3,457 | 1.79% | Q4 2025 | Jan 14, 2026 |
| tru Independence LLC | History | Added to | 195,358 | 8,687 | 2.19% | 1.98% | 146 | +21,426 | 12.32% | Q4 2025 | Jan 22, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Reduced | 194,848 | 8,664 | 4.35% | 4.72% | 147 | -8,393 | -4.13% | Q4 2025 | Feb 09, 2026 |
| Burford Brothers, Inc. | History | Added to | 192,989 | 8,582 | 3.54% | 3.49% | 148 | +7,286 | 3.92% | Q4 2025 | Feb 05, 2026 |
| Boyer Financial Services, Inc. | History | New | 191,065 | 8,511 | 9.03% | — | 149 | +191,065 | New | Q4 2025 | Jan 30, 2026 |
| Swisher Financial Concepts, Inc. | History | Added to | 189,932 | 8,446 | 4.8% | 4.77% | 150 | +8,881 | 4.91% | Q4 2025 | Feb 10, 2026 |
| Dean, Jacobson Financial Services, LLC | History | Added to | 189,216 | 8,414 | 5.34% | 0.35% | 151 | +178,275 | 1629.42% | Q4 2025 | Feb 03, 2026 |
| Troutman Wealth Management, LLC | History | New | 187,253 | 8,327 | 6.88% | — | 152 | +187,253 | New | Q4 2025 | Feb 18, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 184,055 | 8,184 | 0.2% | 0.21% | 153 | +1,228 | 0.67% | Q4 2025 | Feb 09, 2026 |
| MRWM Advisors, LLC | History | Added to | 179,856 | 7,998 | 4.29% | 4.04% | 154 | +18,160 | 11.23% | Q4 2025 | Jan 26, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 177,267 | 7,883 | 0.61% | 0.59% | 155 | +8,084 | 4.78% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 176,526 | 7,850 | 0.12% | 0.12% | 156 | +7,058 | 4.16% | Q4 2025 | Feb 12, 2026 |
| Brookstone Capital Management | History | Reduced | 172,712 | 7,680 | 0.09% | 0.1% | 157 | -12,547 | -6.77% | Q4 2025 | Jan 15, 2026 |
| KPP Advisory Services LLC | History | Added to | 172,694 | 7,679 | 1.12% | 0.99% | 158 | +20,233 | 13.27% | Q4 2025 | Feb 02, 2026 |
| McCollum Christoferson Group LLC | History | Added to | 172,063 | 7,651 | 2.21% | 1.95% | 159 | +17,313 | 11.19% | Q4 2025 | Jan 09, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 171,937 | 7,646 | 0.62% | 0.61% | 160 | +12,677 | 7.96% | Q4 2025 | Jan 23, 2026 |
| Charter Capital Management, LLC\DE | History | Added to | 170,504 | 7,582 | 3.92% | 3.82% | 161 | +9,388 | 5.83% | Q4 2025 | Jan 22, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 169,839 | 7,552 | 0.49% | 0.47% | 162 | +9,683 | 6.05% | Q4 2025 | Feb 03, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | New | 169,558 | 7,546 | 6.36% | — | 163 | +169,558 | New | Q4 2025 | Jan 20, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 165,597 | 7,364 | 0.34% | 0.37% | 164 | -14,828 | -8.22% | Q4 2025 | Feb 13, 2026 |
| Forge Financial Services LLC | History | Added to | 164,701 | 7,324 | 3.13% | 2.98% | 165 | +20,833 | 14.48% | Q4 2025 | Feb 12, 2026 |
| Western Wealth Management, LLC | History | Added to | 163,344 | 7,263 | 0.33% | 0.34% | 166 | +15,582 | 10.55% | Q4 2025 | Feb 05, 2026 |
| World Investment Advisors | History | Added to | 162,438 | 7,223 | 0.12% | 0.12% | 167 | +32,681 | 25.19% | Q4 2025 | Mar 12, 2026 |
| Vawter Financial, Ltd. | History | Added to | 162,189 | 7,212 | 3.05% | 3.21% | 168 | +1,030 | 0.64% | Q4 2025 | Feb 02, 2026 |
| 5T Wealth, LLC | History | Added to | 160,928 | 7,154 | 2.86% | 2.87% | 169 | +11,060 | 7.38% | Q4 2025 | Jan 27, 2026 |
| M.E. ALLISON & CO., INC. | History | Added to | 159,370 | 7,087 | 4.82% | 4.6% | 170 | +8,962 | 5.96% | Q4 2025 | Jan 12, 2026 |
| APS Management Group, Inc. | History | New | 158,411 | 7,044 | 6.03% | — | 171 | +158,411 | New | Q4 2025 | Jan 28, 2026 |
| BlueChip Wealth Advisors LLC | History | Added to | 157,557 | 7,006 | 2.94% | 2.79% | 172 | +8,746 | 5.88% | Q4 2025 | Feb 05, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 156,938 | 6,979 | 0.41% | — | 173 | +156,938 | New | Q4 2025 | Feb 17, 2026 |
| Ridgeline Wealth Planning, LLC | History | Added to | 152,766 | 6,793 | 4.85% | 3.92% | 174 | +33,890 | 28.51% | Q4 2025 | Feb 03, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 152,434 | 6,778 | 0.42% | 0.42% | 175 | +5,364 | 3.65% | Q4 2025 | Feb 17, 2026 |
| LEGACY SOLUTIONS, LLC | History | Reduced | 152,167 | 6,766 | 5.94% | 6.21% | 176 | -5,135 | -3.26% | Q4 2025 | Jan 14, 2026 |
| WJ Wealth Management, LLC | History | Reduced | 150,615 | 6,697 | 2.93% | 2.98% | 177 | -213 | -0.14% | Q4 2025 | Feb 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 149,533 | 6,649 | 0.08% | 0.06% | 178 | +32,068 | 27.3% | Q4 2025 | Jan 20, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 149,336 | 6,640 | 0.12% | 0.16% | 179 | -4,582 | -2.98% | Q4 2025 | Feb 09, 2026 |
| Continuum Advisory, LLC | History | Added to | 147,641 | 6,565 | 0.66% | 0.64% | 180 | +9,787 | 7.1% | Q4 2025 | Feb 11, 2026 |
| Warner Group LLC | History | Added to | 146,478 | 6,513 | 4.01% | 4.31% | 181 | +3,978 | 2.79% | Q4 2025 | Feb 06, 2026 |
| NewCorp Financial Services, Inc. | History | New | 146,254 | 6,503 | 5.76% | — | 182 | +146,254 | New | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | Added to | 145,141 | 6,454 | 0.04% | 0.03% | 183 | +21,216 | 17.12% | Q4 2025 | Feb 13, 2026 |
| Boulder Wealth Advisors, LLC | History | New | 143,890 | 6,398 | 2.7% | — | 184 | +143,890 | New | Q4 2025 | Feb 05, 2026 |
| Olistico Wealth, LLC | History | Added to | 143,158 | 6,366 | 3.11% | 3.1% | 185 | +9,699 | 7.27% | Q4 2025 | Jan 13, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 142,320 | 6,329 | 0.5% | 0.44% | 186 | +19,541 | 15.92% | Q4 2025 | Feb 17, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 141,971 | 6,313 | 1.53% | 1.58% | 187 | +6,982 | 5.17% | Q4 2025 | Feb 02, 2026 |
| Atria Investments, Inc | History | Added to | 141,355 | 6,286 | 0.07% | 0.06% | 188 | +24,933 | 21.42% | Q4 2025 | Feb 05, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Added to | 140,254 | 6,237 | 2.23% | 2.07% | 189 | +12,422 | 9.72% | Q4 2025 | Feb 06, 2026 |
| Lantz Financial LLC | History | Added to | 139,893 | 6,221 | 1.31% | 0.96% | 190 | +40,618 | 40.91% | Q4 2025 | Jan 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 136,346 | 6,063 | 0.07% | 0.04% | 191 | +29,592 | 27.72% | Q4 2025 | Feb 13, 2026 |
| Sigma Planning Corp | History | Added to | 135,196 | 6,055 | 0.17% | 0.16% | 192 | +9,314 | 7.4% | Q4 2025 | Jan 30, 2026 |
| Allworth Financial LP | History | New | 136,063 | 6,050 | 0.02% | — | 193 | +136,063 | New | Q4 2025 | Feb 05, 2026 |
| PFG Advisors | History | Reduced | 134,260 | 5,970 | 0.29% | 0.82% | 194 | -321,144 | -70.52% | Q4 2025 | Jan 27, 2026 |
| IFG Advisory, LLC | History | Added to | 132,543 | 5,894 | 0.26% | 0.21% | 195 | +24,907 | 23.14% | Q4 2025 | Feb 10, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 131,804 | 5,861 | 3.72% | 3.82% | 196 | +3,214 | 2.5% | Q4 2025 | Feb 05, 2026 |
| Vigil Wealth Management, LLC | History | New | 131,357 | 5,841 | 4.86% | — | 197 | +131,357 | New | Q4 2025 | Feb 10, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 137,030 | 5,763 | 0.14% | 0.1% | 198 | +13,715 | 11.12% | Q4 2025 | Feb 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 129,319 | 5,750 | 0.08% | 0.09% | 199 | +17,836 | 16.0% | Q4 2025 | Feb 06, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Added to | 128,096 | 5,696 | 3.74% | 2.84% | 200 | +13,195 | 11.48% | Q4 2025 | Feb 12, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 128,090 | 5,696 | 1.08% | 0.96% | 201 | +11,948 | 10.29% | Q4 2025 | Feb 12, 2026 |
| CALTON & ASSOCIATES, INC. | History | New | 126,702 | 5,634 | 0.83% | — | 202 | +126,702 | New | Q4 2025 | Feb 10, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 125,820 | 5,595 | 1.52% | 1.49% | 203 | +3,479 | 2.84% | Q4 2025 | Feb 06, 2026 |
| Accel Wealth Management | History | Added to | 124,520 | 5,537 | 1.51% | 1.3% | 204 | +23,028 | 22.69% | Q4 2025 | Jan 20, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | Added to | 124,188 | 5,522 | 2.62% | 2.58% | 205 | +4,618 | 3.86% | Q4 2025 | Jan 28, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 123,626 | 5,497 | 1.27% | 1.2% | 206 | +5,930 | 5.04% | Q4 2025 | Feb 17, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 122,462 | 5,445 | 0.11% | 0.11% | 207 | +18,127 | 17.37% | Q4 2025 | Feb 03, 2026 |
| Kuhn & Co Investment Counsel | History | Added to | 122,434 | 5,444 | 3.63% | 4.0% | 208 | +7,282 | 6.32% | Q4 2025 | Feb 09, 2026 |
| RPg Family Wealth Advisory, LLC | History | Reduced | 119,889 | 5,331 | 1.17% | 1.17% | 209 | -1,712 | -1.41% | Q4 2025 | Feb 13, 2026 |
| BNB Wealth Management, LLC | History | New | 119,561 | 5,316 | 3.42% | — | 210 | +119,561 | New | Q4 2025 | Feb 17, 2026 |
| Magnus Financial Group LLC | History | Added to | 116,478 | 5,179 | 0.4% | 0.4% | 211 | +520 | 0.45% | Q4 2025 | Jan 07, 2026 |
| Cooper Financial Group | History | Reduced | 116,042 | 5,160 | 0.55% | 0.6% | 212 | -7,977 | -6.43% | Q4 2025 | Jan 08, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Reduced | 115,916 | 5,154 | 1.82% | 1.87% | 213 | -3,952 | -3.3% | Q4 2025 | Jan 21, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 113,229 | 5,087 | 0.58% | 0.62% | 214 | -1,490 | -1.3% | Q4 2025 | Feb 03, 2026 |
| MONEYWISE, INC. | History | New | 112,986 | 5,024 | 2.09% | — | 215 | +112,986 | New | Q4 2025 | Feb 05, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 112,894 | 5,020 | 0.06% | 0.04% | 216 | +29,237 | 34.95% | Q4 2025 | Feb 06, 2026 |
| NWF Advisory Services Inc. | History | Added to | 111,712 | 4,967 | 0.55% | 0.42% | 217 | +24,051 | 27.44% | Q4 2025 | Mar 03, 2026 |
| Parsonex Advisory Services, Inc. | History | Added to | 111,278 | 4,948 | 3.15% | 2.81% | 218 | +17,244 | 18.34% | Q4 2025 | Feb 12, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 111,094 | 4,940 | 0.19% | 0.22% | 219 | -13,578 | -10.89% | Q4 2025 | Jan 29, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 108,026 | 4,812 | 0.76% | 0.71% | 220 | +11,465 | 11.87% | Q4 2025 | Jan 08, 2026 |
| Nicholson Meyer Capital Management, Inc. | History | Added to | 108,155 | 4,809 | 3.64% | 3.47% | 221 | +5,320 | 5.17% | Q4 2025 | Jan 28, 2026 |
| Cerity Partners LLC | History | Added to | 106,983 | 4,757 | 0.01% | 0.0% | 222 | +45,294 | 73.42% | Q4 2025 | Feb 11, 2026 |
| Entruity Wealth, LLC | History | Added to | 106,430 | 4,732 | 3.37% | 3.61% | 223 | +600 | 0.57% | Q4 2025 | Feb 03, 2026 |
| Essex Financial Services, Inc. | History | Added to | 103,898 | 4,620 | 0.26% | 0.23% | 224 | +16,631 | 19.06% | Q4 2025 | Feb 10, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 103,423 | 4,599 | 0.17% | 0.79% | 225 | -170,447 | -62.24% | Q4 2025 | Feb 04, 2026 |
| Delta Investment Management, LLC | History | Reduced | 103,269 | 4,592 | 0.8% | 0.85% | 226 | -4,855 | -4.49% | Q4 2025 | Jan 30, 2026 |
| Venture Visionary Partners LLC | History | Added to | 101,640 | 4,519 | 0.15% | 0.09% | 227 | +43,498 | 74.81% | Q4 2025 | Feb 13, 2026 |
| Aurdan Capital Management, LLC | History | Reduced | 101,636 | 4,519 | 1.39% | 1.45% | 228 | -1,838 | -1.78% | Q4 2025 | Jan 12, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 100,017 | 4,447 | 0.06% | 0.04% | 229 | +35,104 | 54.08% | Q4 2025 | Feb 09, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Added to | 98,827 | 4,394 | 2.66% | 2.76% | 230 | +921 | 0.94% | Q4 2025 | Jan 20, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 95,173 | 4,232 | 0.01% | 0.01% | 231 | +14,043 | 17.31% | Q4 2025 | Feb 06, 2026 |
| Hopwood Financial Services, Inc. | History | Added to | 93,332 | 4,150 | 2.92% | 2.65% | 232 | +2,952 | 3.27% | Q4 2025 | Jan 16, 2026 |
| Expressive Wealth LLC | History | New | 91,765 | 4,080 | 4.4% | — | 233 | +91,765 | New | Q4 2025 | Feb 09, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 91,358 | 4,062 | 0.05% | 0.08% | 234 | -69,341 | -43.15% | Q4 2025 | Feb 11, 2026 |
| TrueWealth Financial Partners | History | New | 86,835 | 3,861 | 3.19% | — | 235 | +86,835 | New | Q4 2025 | Feb 05, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | New | 86,835 | 3,861 | 3.19% | — | 236 | +86,835 | New | Q4 2025 | Feb 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 85,009 | 3,780 | 0.0% | 0.0% | 237 | -19,529 | -18.68% | Q4 2025 | Mar 25, 2026 |
| Oxinas Partners, LLC | History | Added to | 82,334 | 3,661 | 1.76% | 0.22% | 238 | +72,778 | 761.59% | Q4 2025 | Jan 26, 2026 |
| Merited Wealth, LLC | History | New | 82,189 | 3,654 | 3.39% | — | 239 | +82,189 | New | Q4 2025 | Mar 26, 2026 |
| RFG Advisory, LLC | History | Reduced | 80,953 | 3,599 | 0.07% | 0.08% | 240 | -11,067 | -12.03% | Q4 2025 | Feb 03, 2026 |
| Wayfinding Financial, LLC | History | Reduced | 80,696 | 3,588 | 1.52% | 1.6% | 241 | -3,774 | -4.47% | Q4 2025 | Feb 12, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 80,636 | 3,585 | 0.24% | 0.24% | 242 | +690 | 0.86% | Q4 2025 | Feb 20, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 80,372 | 3,574 | 0.13% | 0.13% | 243 | +1,114 | 1.41% | Q4 2025 | Feb 04, 2026 |
| Parkside Investments, LLC | History | No change | 80,000 | 3,557 | 0.45% | 0.44% | 244 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| LeClair Wealth Partners LLC | History | No change | 79,320 | 3,527 | 2.05% | 2.17% | 245 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Alchemi Wealth, LLC | History | New | 79,140 | 3,519 | 1.92% | — | 246 | +79,140 | New | Q4 2025 | Feb 13, 2026 |
| Spire Wealth Management | History | Added to | 78,900 | 3,508 | 0.12% | 0.1% | 247 | +10,306 | 15.02% | Q4 2025 | Jan 14, 2026 |
| Harpswell Capital Advisors, LLC | History | Reduced | 78,875 | 3,507 | 2.78% | 5.53% | 248 | -53,225 | -40.29% | Q4 2025 | Feb 11, 2026 |
| PKS Advisory Services, LLC | History | Added to | 77,100 | 3,428 | 0.78% | 0.54% | 249 | +17,943 | 30.33% | Q4 2025 | Feb 02, 2026 |
| Wood Tarver Financial Group, LLC | History | Added to | 77,039 | 3,425 | 0.96% | 0.93% | 250 | +5,321 | 7.42% | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | Added to | 76,943 | 3,421 | 0.01% | 0.01% | 251 | +30,895 | 67.09% | Q4 2025 | Jan 29, 2026 |
| Worthington Financial Partners, LLC | History | New | 76,889 | 3,419 | 3.03% | — | 252 | +76,889 | New | Q4 2025 | Mar 05, 2026 |
| Summit Financial, LLC | History | Reduced | 76,549 | 3,404 | 0.05% | 0.05% | 253 | -4,105 | -5.09% | Q4 2025 | Feb 13, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 74,191 | 3,299 | 1.84% | 0.22% | 254 | +65,795 | 783.65% | Q4 2025 | Feb 17, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 73,745 | 3,279 | 0.04% | 0.03% | 255 | +17,467 | 31.04% | Q4 2025 | Jan 21, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 73,430 | 3,265 | 0.35% | 0.3% | 256 | +24,604 | 50.39% | Q4 2025 | Feb 17, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 72,865 | 3,240 | 0.94% | 0.98% | 257 | +1,708 | 2.4% | Q4 2025 | Jan 20, 2026 |
| Timmons Wealth Management, LLC | History | New | 72,520 | 3,224 | 3.17% | — | 258 | +72,520 | New | Q4 2025 | Feb 12, 2026 |
| Synergy Investment Management, LLC | History | Reduced | 72,423 | 3,220 | 1.14% | 1.23% | 259 | -695 | -0.95% | Q4 2025 | Feb 06, 2026 |
| Quantinno Capital Management LP | History | Added to | 71,617 | 3,184 | 0.01% | 0.01% | 260 | +18,379 | 34.52% | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | Added to | 71,393 | 3,174 | 0.08% | 0.08% | 261 | +2,727 | 3.97% | Q4 2025 | Feb 17, 2026 |
| Centerline Wealth Advisors, LLC | History | Reduced | 70,863 | 3,151 | 1.14% | 3.68% | 263 | -121,701 | -63.2% | Q4 2025 | Jan 08, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 70,865 | 3,151 | 1.05% | 1.02% | 262 | +3,067 | 4.52% | Q4 2025 | Jan 28, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 70,176 | 3,119 | 0.55% | 0.55% | 264 | +5,708 | 8.85% | Q4 2025 | Jan 29, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 69,935 | 3,110 | 0.47% | 0.46% | 265 | +21,109 | 43.23% | Q4 2025 | Feb 13, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 69,777 | 3,102 | 1.19% | 0.89% | 266 | +22,884 | 48.8% | Q4 2025 | Jan 27, 2026 |
| Transcendent Capital Group LLC | History | Reduced | 68,630 | 3,051 | 1.38% | 1.37% | 267 | -1,130 | -1.62% | Q4 2025 | Jan 26, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 68,241 | 3,034 | 1.53% | 1.62% | 268 | +967 | 1.44% | Q4 2025 | Jan 21, 2026 |
| Selby Wealth Management, LLC | History | New | 68,049 | 3,026 | 1.22% | — | 269 | +68,049 | New | Q4 2025 | Feb 13, 2026 |
| Anchor Investment Management, LLC | History | Added to | 67,512 | 3,002 | 0.24% | 0.23% | 270 | +3,860 | 6.06% | Q4 2025 | Feb 26, 2026 |
| Latitude Advisors, LLC | History | Added to | 67,391 | 2,996 | 1.32% | 1.27% | 271 | +4,133 | 6.53% | Q4 2025 | Jan 27, 2026 |
| Owen LaRue, LLC | History | Reduced | 66,577 | 2,960 | 1.13% | 1.24% | 272 | -5,094 | -7.11% | Q4 2025 | Feb 05, 2026 |
| Lincoln Capital LLC | History | Added to | 66,331 | 2,949 | 0.53% | 0.5% | 273 | +5,397 | 8.86% | Q4 2025 | Jan 08, 2026 |
| AlphaCore Capital LLC | History | Added to | 65,949 | 2,932 | 0.07% | 0.1% | 274 | +1,124 | 1.73% | Q4 2025 | Feb 05, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 65,909 | 2,930 | 0.84% | 0.82% | 275 | +5,175 | 8.52% | Q4 2025 | Feb 11, 2026 |
| CENTRAL TRUST Co | History | Added to | 65,107 | 2,895 | 0.06% | 0.06% | 276 | +4,307 | 7.08% | Q4 2025 | Feb 02, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 64,915 | 2,886 | 2.25% | — | 277 | +64,915 | New | Q4 2025 | Mar 05, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 64,166 | 2,853 | 1.3% | 1.24% | 278 | +4,578 | 7.68% | Q4 2025 | Jan 26, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 62,020 | 2,758 | 0.14% | 0.09% | 279 | +25,522 | 69.93% | Q4 2025 | Feb 05, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 60,581 | 2,694 | 0.3% | 0.26% | 280 | +16,669 | 37.96% | Q4 2025 | Feb 11, 2026 |
| CapWealth Advisors, LLC | History | Reduced | 60,318 | 2,682 | 0.18% | 0.19% | 281 | -1,577 | -2.55% | Q4 2025 | Feb 06, 2026 |
| Fjell Capital, LLC | History | Reduced | 58,831 | 2,616 | 2.01% | 2.3% | 282 | -745 | -1.25% | Q4 2025 | Jan 12, 2026 |
| EVERPAR ADVISORS LLC | History | Reduced | 58,794 | 2,614 | 0.97% | 2.11% | 283 | -62,497 | -51.53% | Q4 2025 | Jan 07, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | New | 58,246 | 2,590 | 1.69% | — | 285 | +58,246 | New | Q4 2025 | Apr 02, 2026 |
| National Wealth Management Group, LLC | History | Added to | 58,258 | 2,590 | 0.9% | 0.69% | 284 | +16,330 | 38.95% | Q4 2025 | Jan 12, 2026 |
| Convergence Financial, LLC | History | Reduced | 57,136 | 2,540 | 0.37% | 0.39% | 286 | -1,250 | -2.14% | Q4 2025 | Feb 11, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 56,661 | 2,519 | 0.0% | 0.01% | 287 | -248,244 | -81.42% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Reduced | 56,516 | 2,513 | 0.0% | 0.0% | 288 | -512 | -0.9% | Q4 2025 | Mar 09, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 56,434 | 2,509 | 0.02% | 0.02% | 289 | +16,520 | 41.39% | Q4 2025 | Feb 13, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 55,399 | 2,463 | 0.28% | 0.32% | 290 | -7,365 | -11.73% | Q4 2025 | Jan 08, 2026 |
| Bill Few Associates, Inc. | History | Added to | 54,474 | 2,422 | 0.6% | 0.53% | 291 | +7,429 | 15.79% | Q4 2025 | Jan 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 53,126 | 2,362 | 0.09% | 0.05% | 292 | +30,391 | 133.67% | Q4 2025 | Feb 09, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | Added to | 53,027 | 2,358 | 0.74% | 0.7% | 293 | +2,117 | 4.16% | Q4 2025 | Jan 22, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 52,797 | 2,347 | 0.66% | 0.59% | 294 | +6,392 | 13.77% | Q4 2025 | Feb 05, 2026 |
| Financial Perspectives, Inc | History | Added to | 51,957 | 2,310 | 0.62% | 0.61% | 295 | +1,684 | 3.35% | Q4 2025 | Jan 28, 2026 |
| Keystone Financial Group | History | Added to | 51,430 | 2,287 | 0.17% | 0.16% | 296 | +3,526 | 7.36% | Q4 2025 | Feb 06, 2026 |
| Visionary Wealth Advisors | History | Added to | 51,034 | 2,269 | 0.1% | 0.08% | 297 | +13,968 | 37.68% | Q4 2025 | Feb 13, 2026 |
| Armstrong, Fleming & Moore, Inc | History | Added to | 50,028 | 2,224 | 1.03% | 1.05% | 298 | +207 | 0.42% | Q4 2025 | Jan 16, 2026 |
| Kovack Advisors, Inc. | History | Added to | 49,869 | 2,217 | 0.1% | 0.16% | 299 | +9,992 | 25.06% | Q4 2025 | Feb 17, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Added to | 49,853 | 2,216 | 0.86% | 0.44% | 300 | +26,209 | 110.85% | Q4 2025 | Jan 28, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 49,547 | 2,203 | 0.76% | 0.7% | 302 | +6,898 | 16.17% | Q4 2025 | Jan 21, 2026 |
| Gemmer Asset Management LLC | History | Added to | 49,552 | 2,203 | 0.17% | 0.17% | 301 | +248 | 0.5% | Q4 2025 | Jan 23, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 48,875 | 2,173 | 0.0% | 0.0% | 303 | -195,451 | -80.0% | Q4 2025 | Feb 17, 2026 |
| VestGen Advisors, LLC | History | Reduced | 48,750 | 2,167 | 0.09% | 0.36% | 304 | -195,954 | -80.08% | Q4 2025 | Feb 17, 2026 |
| Fermata Advisors, LLC | History | Added to | 46,801 | 2,081 | 0.5% | 0.51% | 305 | +694 | 1.51% | Q4 2025 | Jan 08, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 46,220 | 2,055 | 0.29% | 0.95% | 306 | +7,685 | 19.94% | Q4 2025 | Feb 18, 2026 |
| Creative Planning | History | Reduced | 45,650 | 2,030 | 0.0% | 0.0% | 307 | -1,641 | -3.47% | Q4 2025 | Feb 17, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 45,350 | 2,016 | 0.74% | 0.72% | 308 | +1,470 | 3.35% | Q4 2025 | Jan 15, 2026 |
| Modern Wealth Management, LLC | History | Added to | 44,265 | 1,968 | 0.04% | 0.03% | 309 | +4,651 | 11.74% | Q4 2025 | Feb 17, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 42,883 | 1,907 | 0.74% | 0.6% | 310 | +7,681 | 21.82% | Q4 2025 | Jan 21, 2026 |
| CRUX WEALTH ADVISORS | History | New | 42,655 | 1,896 | 0.71% | — | 311 | +42,655 | New | Q4 2025 | Jan 21, 2026 |
| WIN ADVISORS, INC | History | Reduced | 41,773 | 1,857 | 0.79% | 0.91% | 312 | -634 | -1.5% | Q4 2025 | Feb 04, 2026 |
| Saxony Capital Management, LLC | History | Added to | 41,117 | 1,828 | 1.12% | 0.63% | 313 | +19,278 | 88.27% | Q4 2025 | Jan 15, 2026 |
| Mann Financial Group, Inc. | History | Reduced | 39,946 | 1,776 | 1.72% | 1.75% | 314 | -372 | -0.92% | Q4 2025 | Feb 09, 2026 |
| Richmond Investment Services, LLC | History | Added to | 39,687 | 1,764 | 0.3% | 0.22% | 315 | +13,172 | 49.68% | Q4 2025 | Feb 12, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 39,184 | 1,742 | 0.13% | 0.13% | 316 | +916 | 2.39% | Q4 2025 | Feb 10, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | New | 43,885 | 1,734 | 0.69% | — | 317 | +43,885 | New | Q4 2025 | Feb 17, 2026 |
| ORG Partners LLC | History | Added to | 38,713 | 1,721 | 0.3% | 0.13% | 318 | +24,223 | 167.17% | Q4 2025 | Jan 14, 2026 |
| MSH Capital Advisors LLC | History | Added to | 38,662 | 1,719 | 0.37% | 0.38% | 319 | +6,639 | 20.73% | Q4 2025 | Feb 09, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 38,570 | 1,715 | 0.12% | 0.09% | 320 | +14,081 | 57.5% | Q4 2025 | Jan 21, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 38,535 | 1,713 | 0.11% | 0.12% | 321 | -600 | -1.53% | Q4 2025 | Jan 22, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 38,511 | 1,712 | 0.06% | 0.04% | 322 | +16,064 | 71.56% | Q4 2025 | Feb 17, 2026 |
| Nautilus Advisors LLC | History | Added to | 38,511 | 1,712 | 1.12% | 1.1% | 323 | +1,227 | 3.29% | Q4 2025 | Jan 22, 2026 |
| LYNCH & ASSOCIATES/IN | History | Added to | 37,943 | 1,687 | 0.32% | 0.28% | 324 | +4,921 | 14.9% | Q4 2025 | Jan 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 37,677 | 1,675 | 0.09% | 0.08% | 325 | +3,667 | 10.78% | Q4 2025 | Feb 10, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Reduced | 37,579 | 1,671 | 0.61% | 0.72% | 326 | -684 | -1.79% | Q4 2025 | Feb 12, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 36,700 | 1,632 | 0.14% | 0.12% | 327 | +4,699 | 14.68% | Q4 2025 | Jan 26, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 36,619 | 1,628 | 0.05% | 0.1% | 328 | -39,351 | -51.8% | Q4 2025 | Jan 09, 2026 |
| Weil Company, Inc. | History | Added to | 36,513 | 1,623 | 0.37% | 0.32% | 329 | +6,355 | 21.07% | Q4 2025 | Jan 14, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 36,399 | 1,618 | 0.37% | 0.42% | 330 | -5,040 | -12.16% | Q4 2025 | Jan 16, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Reduced | 36,006 | 1,601 | 0.25% | 0.27% | 331 | -680 | -1.85% | Q4 2025 | Feb 11, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 35,606 | 1,583 | 0.11% | 0.12% | 332 | +159 | 0.45% | Q4 2025 | Feb 11, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 35,481 | 1,577 | 0.2% | 0.16% | 333 | +7,781 | 28.09% | Q4 2025 | Feb 13, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 35,158 | 1,563 | 0.12% | 0.17% | 334 | -11,799 | -25.13% | Q4 2025 | Jan 09, 2026 |
| SITTNER & NELSON, LLC | History | Added to | 35,614 | 1,538 | 0.54% | 0.45% | 335 | +7,553 | 26.92% | Q4 2025 | Feb 11, 2026 |
| Pines Wealth Management, LLC | History | Added to | 34,003 | 1,512 | 0.49% | 0.5% | 336 | +48 | 0.14% | Q4 2025 | Feb 02, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 33,573 | 1,492 | 0.52% | 0.24% | 337 | +30,780 | 1102.04% | Q4 2025 | Jan 20, 2026 |
| Canandaigua National Trust Co of Florida | History | New | 32,960 | 1,465 | 0.92% | — | 338 | +32,960 | New | Q4 2025 | Jan 30, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 32,959 | 1,465 | 0.01% | 0.0% | 339 | +23,244 | 239.26% | Q4 2025 | Feb 18, 2026 |
| United Advisor Group, LLC | History | Added to | 32,847 | 1,460 | 0.18% | 0.18% | 340 | +1,766 | 5.68% | Q4 2025 | Jan 26, 2026 |
| Arkadios Wealth Advisors | History | Added to | 31,897 | 1,418 | 0.03% | 0.02% | 341 | +8,308 | 35.22% | Q4 2025 | Feb 13, 2026 |
| J HAGAN CAPITAL, INC. | History | Reduced | 31,845 | 1,416 | 0.78% | 0.93% | 342 | -3,187 | -9.1% | Q4 2025 | Feb 17, 2026 |
| Summit Global Investments | History | Added to | 31,104 | 1,383 | 0.08% | 0.07% | 343 | +2,489 | 8.7% | Q4 2025 | Feb 18, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 30,643 | 1,363 | 0.01% | 0.01% | 344 | +3,615 | 13.38% | Q4 2025 | Jan 05, 2026 |
| Peak Planning Group, LLC | History | New | 30,038 | 1,335 | 0.37% | — | 345 | +30,038 | New | Q4 2025 | Feb 13, 2026 |
| Professional Financial Advisors, LLC | History | Reduced | 29,654 | 1,318 | 0.27% | 0.28% | 346 | -185 | -0.62% | Q4 2025 | Jan 15, 2026 |
| WealthTrak Capital Management LLC | History | Added to | 29,509 | 1,312 | 0.94% | 0.88% | 348 | +5,020 | 20.5% | Q4 2025 | Feb 10, 2026 |
| Rather & Kittrell, Inc. | History | No change | 29,514 | 1,312 | 0.21% | 0.23% | 347 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 29,360 | 1,305 | 0.25% | 0.12% | 349 | +9,449 | 47.46% | Q4 2025 | Feb 02, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 28,910 | 1,285 | 0.15% | 0.04% | 350 | +23,679 | 452.67% | Q4 2025 | Feb 13, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 28,029 | 1,246 | 0.02% | 0.02% | 351 | -3,060 | -9.84% | Q4 2025 | Feb 09, 2026 |
| Capital Management Associates, Inc | History | Added to | 27,878 | 1,239 | 0.27% | 0.33% | 352 | +58 | 0.21% | Q4 2025 | Jan 21, 2026 |
| Westside Investment Management, Inc. | History | Added to | 27,846 | 1,238 | 0.2% | 0.15% | 353 | +7,075 | 34.06% | Q4 2025 | Jan 23, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 27,723 | 1,232 | 0.58% | 0.46% | 354 | +4,888 | 21.41% | Q4 2025 | Jan 14, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 27,271 | 1,212 | 1.2% | — | 355 | +27,271 | New | Q4 2025 | Feb 19, 2026 |
| NWAM LLC | History | Added to | 26,908 | 1,208 | 0.07% | 0.05% | 356 | +4,352 | 19.29% | Q4 2025 | Feb 04, 2026 |
| NORDEN GROUP LLC | History | Added to | 26,942 | 1,198 | 0.12% | 0.11% | 357 | +2,580 | 10.59% | Q4 2025 | Jan 13, 2026 |
| NavPoint Financial, Inc. | History | Added to | 26,670 | 1,186 | 0.51% | 0.6% | 358 | +492 | 1.88% | Q4 2025 | Jan 20, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 26,585 | 1,182 | 0.48% | 0.53% | 359 | -415 | -1.54% | Q4 2025 | Jan 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 26,215 | 1,165 | 0.08% | 0.05% | 360 | +9,999 | 61.66% | Q4 2025 | Feb 03, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 26,124 | 1,161 | 0.26% | 0.27% | 361 | +356 | 1.38% | Q4 2025 | Jan 09, 2026 |
| Vantus Wealth LLC | History | New | 26,024 | 1,157 | 0.85% | — | 362 | +26,024 | New | Q4 2025 | Feb 10, 2026 |
| Aspire Growth Partners LLC | History | Added to | 25,065 | 1,114 | 0.78% | 0.8% | 363 | +24 | 0.1% | Q4 2025 | Feb 05, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 25,017 | 1,112 | 0.03% | 0.03% | 364 | -306 | -1.21% | Q4 2025 | Jan 29, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 24,936 | 1,108 | 0.0% | 0.0% | 365 | +19,409 | 351.17% | Q4 2025 | Feb 13, 2026 |
| Strategic Financial Concepts, LLC | History | New | 24,835 | 1,104 | 1.01% | — | 366 | +24,835 | New | Q4 2025 | Feb 09, 2026 |
| KOM Wealth Management Group, LLC | History | Added to | 24,404 | 1,085 | 0.77% | 0.79% | 367 | +505 | 2.11% | Q4 2025 | Jan 23, 2026 |
| CGN Advisors LLC | History | Reduced | 24,329 | 1,081 | 0.09% | 0.09% | 368 | -56 | -0.23% | Q4 2025 | Jan 05, 2026 |
| Sun Financial Inc | History | New | 24,098 | 1,071 | 0.6% | — | 369 | +24,098 | New | Q4 2025 | Feb 02, 2026 |
| Greenline Wealth Management LLC | History | New | 24,033 | 1,068 | 1.11% | — | 370 | +24,033 | New | Q4 2025 | Feb 13, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 23,937 | 1,064 | 0.14% | 0.12% | 371 | +4,523 | 23.3% | Q4 2025 | Jan 21, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 23,533 | 1,046 | 0.56% | 0.32% | 372 | +9,664 | 69.68% | Q4 2025 | Feb 17, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Added to | 23,278 | 1,035 | 0.14% | 0.13% | 373 | +2,804 | 13.7% | Q4 2025 | Jan 23, 2026 |
| Security Financial Services, INC. | History | Added to | 23,133 | 1,028 | 0.16% | 0.11% | 374 | +7,933 | 52.19% | Q4 2025 | Jan 27, 2026 |
| M Holdings Securities, Inc. | History | Added to | 23,000 | 1,023 | 0.07% | 0.14% | 375 | +7,906 | 52.38% | Q4 2025 | Feb 11, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 22,978 | 1,021 | 0.05% | 0.07% | 376 | -1,003 | -4.18% | Q4 2025 | Jan 26, 2026 |
| Diversify Advisory Services, LLC | History | New | 21,758 | 976 | 0.03% | — | 377 | +21,758 | New | Q4 2025 | Jan 23, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 21,902 | 973 | 0.07% | 0.08% | 378 | +1,149 | 5.54% | Q4 2025 | Jan 07, 2026 |
| Platt Wealth Management LLC | History | New | 21,871 | 972 | 0.96% | — | 379 | +21,871 | New | Q4 2025 | Feb 06, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 21,808 | 969 | 0.01% | 0.0% | 380 | +12,339 | 130.31% | Q4 2025 | Feb 17, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 21,534 | 957 | 0.05% | 0.05% | 381 | +55 | 0.26% | Q4 2025 | Mar 04, 2026 |
| VICUS CAPITAL | History | Added to | 21,409 | 952 | 0.07% | 0.05% | 382 | +6,166 | 40.45% | Q4 2025 | Jan 22, 2026 |
| Capital Planning LLC | History | Added to | 21,077 | 938 | 0.26% | 0.27% | 383 | +4 | 0.02% | Q4 2025 | Jan 23, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 20,824 | 926 | 0.12% | — | 384 | +20,824 | New | Q4 2025 | Feb 04, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 20,714 | 921 | 0.1% | 0.11% | 385 | -30 | -0.14% | Q4 2025 | Jan 09, 2026 |
| Colter Lewis Investment Partners LLC | History | New | 19,914 | 885 | 1.02% | — | 386 | +19,914 | New | Q4 2025 | Feb 17, 2026 |
| PFG Investments, LLC | History | Added to | 19,744 | 878 | 0.04% | 0.04% | 387 | +1,845 | 10.31% | Q4 2025 | Jan 26, 2026 |
| CIM, LLC | History | Added to | 19,536 | 868 | 0.11% | 0.09% | 388 | +3,652 | 22.99% | Q4 2025 | Feb 18, 2026 |
| Brown Miller Wealth Management, LLC | History | Added to | 19,499 | 867 | 0.24% | 0.23% | 389 | +833 | 4.46% | Q4 2025 | Jan 23, 2026 |
| Pathstone Holdings, LLC | History | New | 19,443 | 864 | 0.0% | — | 390 | +19,443 | New | Q4 2025 | Feb 13, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 19,014 | 845 | 0.18% | 0.29% | 391 | -6,140 | -24.41% | Q4 2025 | Feb 02, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 18,638 | 845 | 0.04% | 0.03% | 392 | +5,687 | 43.91% | Q4 2025 | Feb 03, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 18,385 | 817 | 0.55% | 0.52% | 393 | +449 | 2.5% | Q4 2025 | Feb 04, 2026 |
| Harborfront Financial Group LLC | History | New | 18,144 | 806 | 6.0% | — | 394 | +18,144 | New | Q4 2025 | Feb 17, 2026 |
| Hardworking Capital Advisors, LLC | History | New | 17,942 | 797 | 0.72% | — | 395 | +17,942 | New | Q4 2025 | Feb 12, 2026 |
| Carnegie Lake Advisors LLC | History | Added to | 17,919 | 796 | 0.3% | 0.3% | 396 | +3 | 0.02% | Q4 2025 | Feb 10, 2026 |
| CITIGROUP INC | History | Added to | 17,426 | 774 | 0.0% | 0.0% | 397 | +13,379 | 330.59% | Q4 2025 | Feb 13, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 17,327 | 770 | 0.57% | 0.56% | 398 | +931 | 5.68% | Q4 2025 | Feb 11, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Reduced | 17,233 | 766 | 0.26% | 0.27% | 399 | -516 | -2.91% | Q4 2025 | Feb 06, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 17,150 | 762 | 0.02% | 0.04% | 400 | -8,167 | -32.26% | Q4 2025 | Jan 20, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 17,079 | 759 | 0.0% | 0.0% | 402 | +8,914 | 109.17% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 17,074 | 759 | 0.0% | 0.0% | 401 | +203 | 1.2% | Q4 2025 | Feb 12, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 16,889 | 751 | 0.05% | 0.05% | 403 | +58 | 0.34% | Q4 2025 | Jan 14, 2026 |
| Keystone Financial Services, LLC | History | Added to | 16,572 | 736 | 0.5% | 0.5% | 404 | +336 | 2.07% | Q4 2025 | Jan 27, 2026 |
| Northwest Financial Advisors | History | Reduced | 16,489 | 733 | 1.51% | 0.96% | 405 | -497 | -2.93% | Q4 2025 | Jan 26, 2026 |
| CHOREO, LLC | History | Reduced | 16,312 | 730 | 0.01% | 0.01% | 406 | -514 | -3.05% | Q4 2025 | Jan 23, 2026 |
| Signature Wealth Management Group | History | No change | 16,349 | 727 | 0.3% | 0.28% | 407 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Clearwave Capital, LLC | History | New | 16,278 | 723 | 0.53% | — | 408 | +16,278 | New | Q4 2025 | Mar 02, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 16,196 | 720 | 0.01% | — | 409 | +16,196 | New | Q4 2025 | Feb 18, 2026 |
| Advisory Alpha, LLC | History | Reduced | 16,107 | 716 | 0.02% | 0.02% | 410 | -177 | -1.09% | Q4 2025 | Feb 06, 2026 |
| THREADGILL FINANCIAL, LLC | History | New | 16,084 | 715 | 0.29% | — | 411 | +16,084 | New | Q4 2025 | Jan 08, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 16,063 | 714 | 0.06% | 0.02% | 412 | +8,032 | 100.01% | Q4 2025 | Jan 23, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 16,022 | 712 | 0.24% | — | 413 | +16,022 | New | Q4 2025 | Mar 27, 2026 |
| Vise Technologies, Inc. | History | New | 15,796 | 702 | 0.01% | — | 414 | +15,796 | New | Q4 2025 | Feb 11, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | No change | 15,230 | 677 | 0.59% | 0.55% | 415 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Jefferies Financial Group Inc. | History | New | 15,219 | 676 | 0.0% | — | 416 | +15,219 | New | Q4 2025 | Feb 09, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 15,049 | 669 | 0.02% | 0.02% | 417 | +7 | 0.05% | Q4 2025 | Feb 05, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 14,868 | 668 | 0.44% | 0.48% | 418 | -129 | -0.86% | Q4 2025 | Feb 11, 2026 |
| RIA Advisory Group LLC | History | Added to | 15,013 | 667 | 0.16% | 0.16% | 420 | +925 | 6.57% | Q4 2025 | Feb 02, 2026 |
| RiverFront Investment Group, LLC | History | No change | 15,009 | 667 | 0.01% | 0.01% | 419 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Balboa Wealth Partners | History | Added to | 14,884 | 661 | 0.11% | 0.11% | 422 | +730 | 5.16% | Q4 2025 | Jan 16, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Added to | 14,876 | 661 | 0.22% | 0.23% | 421 | +11 | 0.07% | Q4 2025 | Jan 22, 2026 |
| SFG Wealth Management, LLC. | History | New | 14,831 | 659 | 0.26% | — | 423 | +14,831 | New | Q4 2025 | Feb 03, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | No change | 14,695 | 653 | 0.05% | 0.05% | 424 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Belpointe Asset Management LLC | History | No change | 14,631 | 650 | 0.02% | 0.02% | 425 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Melone Private Wealth, LLC | History | No change | 14,500 | 644 | 0.27% | 0.29% | 426 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| HFG Advisors, Inc. | History | No change | 14,430 | 641 | 0.46% | 0.47% | 427 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 14,168 | 630 | 0.25% | 0.22% | 428 | +1,136 | 8.72% | Q4 2025 | Feb 13, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 14,159 | 629 | 0.01% | — | 430 | +14,159 | New | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 14,162 | 629 | 0.0% | 0.0% | 429 | +315 | 2.27% | Q4 2025 | Feb 17, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 14,012 | 623 | 0.06% | 0.07% | 431 | -1,889 | -11.88% | Q4 2025 | Jan 23, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 13,975 | 621 | 0.02% | 0.01% | 432 | +5,056 | 56.69% | Q4 2025 | Feb 13, 2026 |
| Regal Investment Advisors LLC | History | Added to | 13,879 | 617 | 0.04% | 0.03% | 433 | +3,645 | 35.62% | Q4 2025 | Feb 17, 2026 |
| Processus Wealth & Capital Management, LLC | History | Added to | 13,860 | 616 | 0.41% | 0.37% | 434 | +2,101 | 17.87% | Q4 2025 | Jan 07, 2026 |
| Blue Zone Wealth Advisors, LLC | History | Added to | 13,818 | 614 | 0.12% | 0.11% | 435 | +1,540 | 12.54% | Q4 2025 | Jan 21, 2026 |
| Trilogy Capital Inc. | History | No change | 13,638 | 606 | 0.03% | 0.03% | 436 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Bison Wealth, LLC | History | New | 14,500 | 587 | 0.07% | — | 437 | +14,500 | New | Q4 2025 | Mar 24, 2026 |
| ProCore Advisors, LLC | History | New | 13,168 | 585 | 0.6% | — | 438 | +13,168 | New | Q4 2025 | Jan 21, 2026 |
| Bank of New York Mellon Corp | History | Added to | 13,037 | 579 | 0.0% | 0.0% | 439 | +2,386 | 22.4% | Q4 2025 | Feb 10, 2026 |
| Brookwood Investment Group LLC | History | Added to | 12,885 | 572 | 0.07% | 0.07% | 440 | +75 | 0.59% | Q4 2025 | Jan 22, 2026 |
| Tudor Financial Inc. | History | Added to | 12,686 | 564 | 0.29% | 0.27% | 441 | +1,318 | 11.59% | Q4 2025 | Feb 13, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | Added to | 12,612 | 560 | 0.31% | 0.32% | 442 | +12 | 0.1% | Q4 2025 | Jan 08, 2026 |
| High Falls Advisors, Inc | History | Added to | 12,440 | 553 | 0.11% | 0.1% | 443 | +1,561 | 14.35% | Q4 2025 | Feb 18, 2026 |
| Glassy Mountain Advisors, Inc. | History | New | 12,235 | 544 | 0.16% | — | 444 | +12,235 | New | Q4 2025 | Feb 10, 2026 |
| Procyon Advisors, LLC | History | New | 11,496 | 511 | 0.03% | — | 445 | +11,496 | New | Q4 2025 | Jan 07, 2026 |
| Core Wealth Partners LLC | History | Added to | 11,370 | 505 | 0.23% | 0.22% | 446 | +564 | 5.22% | Q4 2025 | Feb 17, 2026 |
| Savvy Advisors, Inc. | History | Added to | 11,271 | 501 | 0.02% | 0.02% | 448 | +1,169 | 11.57% | Q4 2025 | Jan 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 11,266 | 501 | 0.0% | 0.0% | 447 | -58 | -0.51% | Q4 2025 | Feb 18, 2026 |
| Faithward Advisors, LLC | History | Reduced | 11,135 | 495 | 0.07% | 0.08% | 449 | -1,392 | -11.11% | Q4 2025 | Feb 17, 2026 |
| Cushing Capital Partners, LLC | History | No change | 11,075 | 492 | 0.36% | 0.38% | 450 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 10,863 | 483 | 0.04% | 0.04% | 451 | +1,274 | 13.29% | Q4 2025 | Feb 12, 2026 |
| Arax Advisory Partners | History | Reduced | 10,804 | 480 | 0.01% | 0.01% | 452 | -6,385 | -37.15% | Q4 2025 | Feb 13, 2026 |
| BHK Investment Advisors, LLC | History | New | 10,695 | 475 | 0.16% | — | 453 | +10,695 | New | Q4 2025 | Feb 03, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 10,566 | 469 | 0.02% | 0.02% | 454 | +2,417 | 29.66% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 10,375 | 461 | 0.0% | 0.0% | 455 | -2,471 | -19.24% | Q4 2025 | Feb 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | New | 10,350 | 460 | 0.01% | — | 456 | +10,350 | New | Q4 2025 | Feb 13, 2026 |
| Betterment LLC | History | Added to | 10,330 | 459 | 0.0% | 0.0% | 457 | +221 | 2.19% | Q4 2025 | Feb 12, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | New | 10,175 | 452 | 0.46% | — | 458 | +10,175 | New | Q4 2025 | Feb 05, 2026 |
| GSG Advisors LLC | History | New | 10,062 | 447 | 0.12% | — | 459 | +10,062 | New | Q4 2025 | Jan 08, 2026 |
| Advisor Resource Council | History | New | 9,480 | 422 | 0.15% | — | 461 | +9,480 | New | Q4 2025 | Feb 10, 2026 |
| COMMERCE BANK | History | Added to | 9,496 | 422 | 0.0% | 0.0% | 460 | +21 | 0.22% | Q4 2025 | Feb 13, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 9,222 | 413 | 0.1% | 0.06% | 463 | +3,760 | 68.84% | Q4 2025 | Jan 23, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 9,309 | 413 | 0.01% | 0.01% | 462 | +1,551 | 19.99% | Q4 2025 | Jan 16, 2026 |
| Duncan Williams Asset Management, LLC | History | Added to | 9,392 | 403 | 0.1% | 0.11% | 464 | +778 | 9.03% | Q4 2025 | Feb 05, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 9,000 | 400 | 0.0% | 0.0% | 465 | -12,400 | -57.94% | Q4 2025 | Feb 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 8,961 | 398 | 0.03% | 0.03% | 466 | -1,174 | -11.58% | Q4 2025 | Feb 06, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 8,960 | 398 | 0.05% | 0.05% | 467 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Trademark Financial Management, LLC | History | New | 8,936 | 397 | 0.22% | — | 468 | +8,936 | New | Q4 2025 | Jan 28, 2026 |
| Adelphi Trust Co | History | New | 8,622 | 383 | 0.31% | — | 469 | +8,622 | New | Q4 2025 | Jan 26, 2026 |
| CVFG LLC | History | Added to | 8,593 | 382 | 0.26% | 0.26% | 470 | +529 | 6.56% | Q4 2025 | Feb 06, 2026 |
| Root Financial Partners, LLC | History | Added to | 8,448 | 375 | 0.02% | 0.01% | 471 | +2,948 | 53.6% | Q4 2025 | Feb 10, 2026 |
| Semus Wealth Partners LLC | History | New | 8,388 | 373 | 0.2% | — | 472 | +8,388 | New | Q4 2025 | Jan 27, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 8,272 | 367 | 0.1% | 0.1% | 473 | +919 | 12.5% | Q4 2025 | Feb 10, 2026 |
| James J. Burns & Company, LLC | History | Added to | 8,204 | 364 | 0.05% | 0.05% | 474 | +577 | 7.57% | Q4 2025 | Jan 23, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Reduced | 8,067 | 358 | 0.04% | 0.04% | 475 | -887 | -9.91% | Q4 2025 | Jan 20, 2026 |
| AAF Wealth Management, LLC | History | New | 8,033 | 357 | 0.15% | — | 477 | +8,033 | New | Q4 2025 | Feb 06, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 8,041 | 357 | 0.05% | 0.06% | 476 | -1,417 | -14.98% | Q4 2025 | Feb 03, 2026 |
| Herold Advisors, Inc. | History | Added to | 7,952 | 353 | 0.08% | 0.06% | 479 | +1,918 | 31.79% | Q4 2025 | Feb 17, 2026 |
| Intrua Financial, LLC | History | Added to | 7,952 | 353 | 0.04% | 0.03% | 478 | +1,342 | 20.3% | Q4 2025 | Feb 05, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 7,924 | 352 | 0.03% | 0.04% | 480 | +1,293 | 19.5% | Q4 2025 | Jan 22, 2026 |
| AE Wealth Management LLC | History | Added to | 7,790 | 346 | 0.0% | 0.0% | 481 | +1,797 | 29.98% | Q4 2025 | Jan 26, 2026 |
| WESPAC Advisors, LLC | History | Reduced | 7,739 | 344 | 0.19% | 0.32% | 482 | -4,665 | -37.61% | Q4 2025 | Jan 14, 2026 |
| OneAscent Financial Services LLC | History | New | 7,663 | 340 | 0.03% | — | 483 | +7,663 | New | Q4 2025 | Feb 11, 2026 |
| StoneX Group Inc. | History | Reduced | 7,614 | 338 | 0.01% | 0.04% | 484 | -10,698 | -58.42% | Q4 2025 | Feb 12, 2026 |
| NORTHLAND SECURITIES, INC. | History | New | 7,561 | 336 | 0.32% | — | 485 | +7,561 | New | Q4 2025 | Jan 23, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 7,560 | 336 | 0.01% | 0.01% | 486 | +549 | 7.83% | Q4 2025 | Feb 17, 2026 |
| McNamara Financial Services, Inc. | History | Added to | 7,543 | 335 | 0.06% | 0.05% | 487 | +1,189 | 18.71% | Q4 2025 | Jan 21, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 7,264 | 323 | 0.17% | 0.25% | 488 | -8,156 | -52.89% | Q4 2025 | Feb 18, 2026 |
| ARTHUR M. COHEN & ASSOCIATES, LLC | History | No change | 7,258 | 322 | 0.05% | 0.05% | 489 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Aspiring Ventures, LLC | History | New | 7,075 | 314 | 0.11% | — | 490 | +7,075 | New | Q4 2025 | Jan 27, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 7,000 | 311 | 0.02% | 0.01% | 491 | +936 | 15.44% | Q4 2025 | Jan 20, 2026 |
| US BANCORP \DE\ | History | Added to | 6,829 | 303 | 0.0% | 0.0% | 492 | +922 | 15.61% | Q4 2025 | Jan 30, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 6,835 | 303 | 0.11% | 0.11% | 493 | +82 | 1.21% | Q4 2025 | Jan 26, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 6,777 | 301 | 0.0% | 0.0% | 494 | +454 | 7.18% | Q4 2025 | Feb 03, 2026 |
| Jacobi Capital Management LLC | History | Added to | 6,730 | 299 | 0.02% | 0.02% | 495 | +2 | 0.03% | Q4 2025 | Feb 13, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 6,721 | 298 | 0.01% | 0.01% | 496 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| COFG Advisors, LLC | History | New | 6,696 | 297 | 0.07% | — | 498 | +6,696 | New | Q4 2025 | Feb 10, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 6,700 | 297 | 0.09% | 0.09% | 497 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 6,480 | 290 | 0.0% | 0.0% | 499 | +1,311 | 25.36% | Q4 2025 | Feb 05, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 6,274 | 279 | 0.03% | 0.03% | 500 | +90 | 1.46% | Q4 2025 | Feb 13, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 6,212 | 276 | 0.07% | 0.08% | 501 | -240 | -3.72% | Q4 2025 | Jan 07, 2026 |
| Carson Advisory Inc. | History | Added to | 6,176 | 274 | 0.14% | 0.15% | 502 | +18 | 0.29% | Q4 2025 | Feb 12, 2026 |
| CRA Financial Services, LLC | History | No change | 6,155 | 273 | 0.04% | 0.04% | 503 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 6,174 | 267 | 0.06% | 0.06% | 504 | +115 | 1.9% | Q4 2025 | Feb 05, 2026 |
| Rollins Financial Advisors, LLC | History | New | 5,938 | 264 | 0.04% | — | 506 | +5,938 | New | Q4 2025 | Feb 04, 2026 |
| Hilltop Holdings Inc. | History | Added to | 5,956 | 264 | 0.02% | 0.01% | 505 | +350 | 6.24% | Q4 2025 | Feb 17, 2026 |
| FinDec Wealth Services, Inc. | History | Reduced | 5,935 | 263 | 0.28% | 0.28% | 507 | -123 | -2.03% | Q4 2025 | Feb 09, 2026 |
| HUB Investment Partners, LLC | History | New | 5,773 | 256 | 0.01% | — | 509 | +5,773 | New | Q4 2025 | Feb 17, 2026 |
| Planned Solutions, Inc. | History | New | 5,770 | 256 | 0.08% | — | 508 | +5,770 | New | Q4 2025 | Jan 28, 2026 |
| Crown Wealth Group, LLC | History | No change | 5,658 | 251 | 0.07% | 0.07% | 510 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Moors & Cabot, Inc. | History | New | 5,626 | 250 | 0.01% | — | 511 | +5,626 | New | Q4 2025 | Feb 10, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Added to | 5,636 | 250 | 0.07% | 0.07% | 512 | +2 | 0.04% | Q4 2025 | Jan 20, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 5,486 | 243 | 0.16% | 0.03% | 514 | +4,421 | 415.12% | Q4 2025 | Feb 17, 2026 |
| 4WEALTH ADVISORS, INC. | History | Added to | 5,474 | 243 | 0.21% | 0.18% | 515 | +919 | 20.18% | Q4 2025 | Jan 21, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 5,470 | 243 | 0.0% | 0.0% | 513 | +722 | 15.21% | Q4 2025 | Feb 02, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 5,149 | 228 | 0.0% | — | 516 | +5,149 | New | Q4 2025 | Jan 30, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 5,095 | 226 | 0.05% | 0.05% | 517 | +4 | 0.08% | Q4 2025 | Jan 23, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 5,069 | 225 | 0.03% | — | 518 | +5,069 | New | Q4 2025 | Jan 26, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 5,000 | 222 | 0.01% | 0.01% | 519 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CoreCap Advisors, LLC | History | Added to | 4,975 | 221 | 0.01% | 0.01% | 520 | +136 | 2.81% | Q4 2025 | Jan 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 4,795 | 213 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 4,547 | 204 | 0.07% | 0.01% | 522 | +3,985 | 709.07% | Q4 2025 | Feb 10, 2026 |
| Pure Financial Advisors, LLC | History | New | 4,573 | 203 | 0.04% | — | 523 | +4,573 | New | Q4 2025 | Mar 04, 2026 |
| Aspen Capital Management, LLC | History | No change | 4,578 | 203 | 0.05% | 0.05% | 524 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | New | 4,531 | 201 | 0.0% | — | 525 | +4,531 | New | Q4 2025 | Feb 10, 2026 |
| Empower Advisory Group, LLC | History | New | 4,523 | 201 | 0.0% | — | 526 | +4,523 | New | Q4 2025 | Feb 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 4,452 | 197 | 0.03% | — | 527 | +4,452 | New | Q4 2025 | Feb 09, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Added to | 4,417 | 196 | 0.11% | 0.1% | 528 | +321 | 7.84% | Q4 2025 | Feb 18, 2026 |
| DV Trading LLC | History | New | 4,400 | 195 | 0.01% | — | 529 | +4,400 | New | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 4,065 | 180 | 0.0% | 0.0% | 530 | +3,150 | 344.26% | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | New | 3,660 | 162 | 0.0% | — | 531 | +3,660 | New | Q4 2025 | Jan 16, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,578 | 159 | 0.0% | 0.0% | 532 | +2,915 | 439.67% | Q4 2025 | Feb 06, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Added to | 3,490 | 155 | 0.01% | 0.0% | 533 | +348 | 11.08% | Q4 2025 | Feb 12, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 3,440 | 152 | 0.0% | 0.0% | 534 | -226 | -6.16% | Q4 2025 | Feb 09, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 3,328 | 148 | 0.01% | 0.0% | 535 | +2,125 | 176.64% | Q4 2025 | Feb 13, 2026 |
| Operose Advisors LLC | History | No change | 3,100 | 137 | 0.03% | 0.03% | 536 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BESSEMER GROUP INC | History | Reduced | 2,935 | 131 | 0.0% | 0.0% | 537 | -2,000 | -40.53% | Q4 2025 | Feb 05, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 2,888 | 128 | 0.0% | 0.0% | 538 | +661 | 29.68% | Q4 2025 | Feb 12, 2026 |
| Gleason Group, Inc. | History | New | 2,753 | 122 | 0.01% | — | 539 | +2,753 | New | Q4 2025 | Jan 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 2,695 | 119 | 0.0% | — | 540 | +2,695 | New | Q4 2025 | Feb 13, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 2,565 | 114 | 0.1% | 0.06% | 541 | -9,455 | -78.66% | Q4 2025 | Feb 06, 2026 |
| Cape Investment Advisory, Inc. | History | New | 2,584 | 114 | 0.04% | — | 542 | +2,584 | New | Q4 2025 | Feb 17, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 2,200 | 97 | 0.01% | 0.01% | 543 | -505 | -18.67% | Q4 2025 | Feb 05, 2026 |
| WFA of San Diego, LLC | History | No change | 2,000 | 88 | 0.06% | 0.06% | 544 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Trust Co | History | Added to | 1,813 | 80 | 0.01% | 0.0% | 545 | +928 | 104.86% | Q4 2025 | Jan 15, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 1,772 | 78 | 0.01% | 0.01% | 546 | -600 | -25.3% | Q4 2025 | Jan 29, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 1,745 | 77 | 0.07% | — | 547 | +1,745 | New | Q4 2025 | Feb 10, 2026 |
| Archer Investment Corp | History | No change | 1,715 | 76 | 0.02% | 0.02% | 548 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,607 | 71 | 0.0% | 0.0% | 549 | +2 | 0.12% | Q4 2025 | Feb 11, 2026 |
| CX Institutional | History | Added to | 1,590 | 71 | 0.0% | 0.0% | 550 | +1 | 0.06% | Q4 2025 | Feb 02, 2026 |
| Avion Wealth | History | New | 1,540 | 68 | 0.01% | — | 551 | +1,540 | New | Q4 2025 | Jan 23, 2026 |
| Winch Advisory Services, LLC | History | Added to | 1,460 | 64 | 0.01% | 0.01% | 552 | +1 | 0.07% | Q4 2025 | Feb 03, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 1,366 | 60 | 0.01% | 0.01% | 553 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 1,320 | 59 | 0.0% | 0.0% | 554 | +85 | 6.88% | Q4 2025 | Jan 26, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,266 | 56 | 0.0% | 0.0% | 555 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Banco de Sabadell, S.A | History | No change | 1,162 | 52 | 0.03% | 0.03% | 556 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 1,179 | 52 | 0.0% | 0.0% | 557 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Larson Financial Group LLC | History | No change | 1,151 | 51 | 0.0% | 0.0% | 558 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GAMMA Investing LLC | History | No change | 1,141 | 50 | 0.0% | 0.0% | 559 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Fairscale Capital, LLC | History | No change | 1,134 | 50 | 0.03% | 0.03% | 560 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Added to | 1,064 | 47 | 0.02% | 0.01% | 561 | +500 | 88.65% | Q4 2025 | Feb 12, 2026 |
| Rossby Financial, LCC | History | Added to | 1,048 | 46 | 0.01% | 0.01% | 562 | +144 | 15.93% | Q4 2025 | Feb 12, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 1,000 | 44 | 0.0% | 0.01% | 563 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 683 | 30 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| SageView Advisory Group, LLC | History | New | 669 | 29 | 0.0% | — | 566 | +669 | New | Q4 2025 | Feb 17, 2026 |
| Triumph Capital Management | History | New | 660 | 29 | 0.01% | — | 565 | +660 | New | Q4 2025 | Feb 12, 2026 |
| MCF Advisors LLC | History | Reduced | 629 | 27 | 0.0% | 0.0% | 567 | -5 | -0.79% | Q4 2025 | Feb 11, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 602 | 26 | 0.01% | 0.01% | 568 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 568 | 25 | 0.0% | 0.0% | 569 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| New Millennium Group LLC | History | No change | 570 | 25 | 0.01% | 0.01% | 570 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Signature Equity Partners, LLC | History | New | 520 | 23 | 0.01% | — | 571 | +520 | New | Q4 2025 | Feb 17, 2026 |
| Private Wealth Asset Management, LLC | History | New | 500 | 22 | 0.0% | — | 572 | +500 | New | Q4 2025 | Feb 10, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 478 | 21 | 0.01% | 0.02% | 573 | -400 | -45.56% | Q4 2025 | Feb 03, 2026 |
| BOKF, NA | History | No change | 455 | 20 | 0.0% | 0.0% | 574 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Miller Capital Partners, Inc. | History | New | 412 | 18 | 0.01% | — | 576 | +412 | New | Q4 2025 | Feb 17, 2026 |
| McIlrath & Eck, LLC | History | No change | 420 | 18 | 0.0% | 0.0% | 575 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Hilltop National Bank | History | No change | 338 | 15 | 0.0% | 0.0% | 577 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Johnson Financial Group, Inc. | History | New | 300 | 13 | 0.0% | — | 578 | +300 | New | Q4 2025 | Feb 12, 2026 |
| Scarborough Advisors, LLC | History | No change | 300 | 13 | 0.0% | 0.0% | 579 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Kilter Group LLC | History | New | 275 | 12 | 0.01% | — | 580 | +275 | New | Q4 2025 | Feb 13, 2026 |
| IAG Wealth Partners, LLC | History | No change | 257 | 11 | 0.0% | 0.0% | 581 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 236 | 10 | 0.0% | 0.0% | 582 | +170 | 257.58% | Q4 2025 | Feb 09, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | New | 222 | 9 | 0.0% | — | 583 | +222 | New | Q4 2025 | Feb 27, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 145 | 6 | 0.0% | — | 585 | +145 | New | Q4 2025 | Feb 11, 2026 |
| RHL GROUP, LLC | History | New | 138 | 6 | 0.0% | — | 584 | +138 | New | Q4 2025 | Feb 09, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 126 | 5 | 0.0% | — | 588 | +126 | New | Q4 2025 | Jan 30, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 124 | 5 | 0.0% | — | 587 | +124 | New | Q4 2025 | Jan 22, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 121 | 5 | 0.0% | — | 589 | +121 | New | Q4 2025 | Jan 22, 2026 |
| ARVEST INVESTMENTS, INC. | History | New | 115 | 5 | 0.0% | — | 586 | +115 | New | Q4 2025 | Jan 20, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 117 | 5 | 0.0% | 0.0% | 590 | +63 | 116.67% | Q4 2025 | Jan 07, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 102 | 4 | 0.0% | 0.1% | 593 | -3,589 | -97.24% | Q4 2025 | Feb 10, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | New | 105 | 4 | 0.0% | — | 591 | +105 | New | Q4 2025 | Jan 13, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 89 | 4 | 0.0% | — | 594 | +89 | New | Q4 2025 | Feb 12, 2026 |
| Millstone Evans Group, LLC | History | No change | 105 | 4 | 0.0% | 0.0% | 592 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Sound Income Strategies, LLC | History | New | 84 | 3 | 0.0% | — | 596 | +84 | New | Q4 2025 | Jan 21, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 81 | 3 | 0.0% | 0.0% | 595 | -52 | -39.1% | Q4 2025 | Jan 14, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 37 | 1 | 0.0% | 0.0% | 598 | -388 | -91.29% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 33 | 1 | 0.0% | — | 597 | +33 | New | Q4 2025 | Feb 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.02% | — | -484,400 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 2.26% | — | -322,727 | -100.0% | Q3 2025 | Nov 12, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -258,741 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.41% | — | -229,862 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -211,035 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -92,100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| von Borstel & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.58% | — | -84,733 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -15,338 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Capital International Investors | History | Closed out | 0 | 0 | — | 0.0% | — | -12,390 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Premier Path Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,299 | -100.0% | Q3 2025 | Nov 04, 2025 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,585 | -100.0% | Q3 2025 | Nov 12, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -4,728 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WORLD EQUITY GROUP, INC. | History | Closed out | 0 | 0 | — | 0.05% | — | -4,663 | -100.0% | Q3 2025 | Oct 24, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,761 | -100.0% | Q3 2025 | Oct 21, 2025 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -1,504 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -228 | -100.0% | Q3 2025 | Nov 14, 2025 |
| 1620 INVESTMENT ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -184 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Golden State Wealth Management, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |