Pacer Funds Trust - COWZ
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.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 38,659,376 | 2,326,134 | 0.17% | 0.17% | 1 | -4,926,260 | -11.3% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 18,708,533 | 1,125,692 | 0.31% | 0.34% | 2 | -1,746,181 | -8.54% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Reduced | 15,312,750 | 921,368 | 0.06% | 0.06% | 3 | -1,690,202 | -9.94% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 8,846,219 | 532,276 | 0.17% | 0.19% | 4 | -1,431,934 | -13.93% | Q4 2025 | Feb 18, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 7,978,756 | 480,081 | 0.3% | 0.35% | 5 | -1,063,208 | -11.76% | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 7,016,494 | 422,182 | 0.08% | 0.08% | 6 | -624,769 | -8.18% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 5,758,501 | 346,489 | 0.38% | 0.41% | 7 | -326,826 | -5.37% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 4,770,845 | 287,061 | 0.05% | 0.05% | 8 | -242,158 | -4.83% | Q4 2025 | Jan 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3,983,769 | 239,812 | 0.35% | 0.43% | 9 | -1,358,932 | -25.44% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 3,461,176 | 208,208 | 0.05% | 0.06% | 10 | -768,728 | -18.17% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 3,318,661 | 199,683 | 0.27% | 0.28% | 11 | -460,037 | -12.17% | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 3,258,832 | 196,084 | 0.52% | 0.61% | 12 | -584,185 | -15.2% | Q4 2025 | Feb 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 3,232,605 | 194,505 | 0.06% | 0.06% | 13 | -437,797 | -11.93% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,741,100 | 164,932 | 0.03% | — | 14 | +2,741,100 | New | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 1,801,161 | 108,375 | 0.6% | 0.63% | 15 | +3,426 | 0.19% | Q4 2025 | Feb 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 1,697,873 | 102,161 | 0.25% | 0.26% | 16 | -28,150 | -1.63% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,684,967 | 101,384 | 0.11% | 0.12% | 17 | -141,753 | -7.76% | Q4 2025 | Feb 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,645,618 | 99,016 | 0.41% | 0.41% | 18 | +87,133 | 5.59% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 1,625,686 | 97,817 | 0.06% | 0.06% | 19 | -1,539 | -0.09% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,401,445 | 86,286 | 0.12% | 0.13% | 20 | -48,053 | -3.32% | Q4 2025 | Jan 08, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 1,394,324 | 83,896 | 0.08% | 0.08% | 21 | -169,536 | -10.84% | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 1,042,979 | 62,756 | 0.1% | 0.1% | 22 | -49,623 | -4.54% | Q4 2025 | Feb 13, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 975,844 | 60,082 | 2.42% | 2.38% | 23 | +17,863 | 1.86% | Q4 2025 | Jan 09, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 968,064 | 58,248 | 1.01% | 1.16% | 24 | +15,857 | 1.67% | Q4 2025 | Feb 19, 2026 |
| SFMG, LLC | History | Added to | 950,367 | 57,183 | 3.83% | 3.68% | 25 | +26,453 | 2.86% | Q4 2025 | Feb 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 898,123 | 54,040 | 0.08% | 0.09% | 26 | +8,284 | 0.93% | Q4 2025 | Feb 18, 2026 |
| O'Brien Wealth Partners LLC | History | Reduced | 831,660 | 50,041 | 6.62% | 6.48% | 27 | -1,502 | -0.18% | Q4 2025 | Jan 22, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 826,983 | 49,760 | 0.09% | 0.06% | 28 | +265,989 | 47.41% | Q4 2025 | Mar 16, 2026 |
| Evensky & Katz LLC | History | Added to | 820,713 | 49,382 | 2.79% | 2.68% | 29 | +15,597 | 1.94% | Q4 2025 | Feb 05, 2026 |
| Provident Wealth Management, LLC | History | Added to | 819,714 | 49,322 | 14.61% | 14.12% | 30 | +7,245 | 0.89% | Q4 2025 | Jan 28, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 803,748 | 48,362 | 0.11% | 0.12% | 31 | -65,025 | -7.48% | Q4 2025 | Feb 11, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 802,814 | 48,305 | 0.35% | 0.28% | 32 | +180,690 | 29.04% | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Reduced | 708,687 | 42,641 | 0.02% | 0.02% | 33 | -19,712 | -2.71% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 704,963 | 42,417 | 0.06% | 0.06% | 34 | -11,506 | -1.61% | Q4 2025 | Feb 02, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 704,058 | 42,363 | 2.43% | 3.82% | 35 | +35,747 | 5.35% | Q4 2025 | Jan 29, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 676,902 | 40,729 | 0.25% | 0.22% | 36 | +80,269 | 13.45% | Q4 2025 | Jan 29, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 658,118 | 39,598 | 0.72% | 0.82% | 37 | -63,320 | -8.78% | Q4 2025 | Feb 17, 2026 |
| AlphaCore Capital LLC | History | Added to | 647,900 | 39,383 | 0.88% | 0.91% | 38 | +179,669 | 38.37% | Q4 2025 | Feb 05, 2026 |
| Focus Partners Wealth | History | Reduced | 634,064 | 38,148 | 0.04% | 0.06% | 39 | -56,714 | -8.21% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 605,659 | 36,442 | 0.2% | 0.23% | 40 | -100,040 | -14.18% | Q4 2025 | Feb 12, 2026 |
| Mariner, LLC | History | Reduced | 602,798 | 36,270 | 0.04% | 0.05% | 41 | -35,818 | -5.61% | Q4 2025 | Feb 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 568,262 | 34,192 | 0.67% | 0.66% | 42 | +17,860 | 3.24% | Q4 2025 | Jan 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 559,720 | 33,678 | 0.2% | — | 43 | +559,720 | New | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 556,163 | 33,464 | 0.16% | 0.17% | 44 | -56,363 | -9.2% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 547,417 | 32,938 | 0.23% | 0.26% | 45 | -60,944 | -10.02% | Q4 2025 | Feb 17, 2026 |
| Wilkerson Advisory Group LLC | History | New | 524,152 | 31,538 | 11.11% | — | 46 | +524,152 | New | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 507,288 | 30,523 | 0.11% | 0.14% | 47 | -16,266 | -3.11% | Q4 2025 | Feb 18, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 503,696 | 30,307 | 0.38% | 0.37% | 48 | +3,445 | 0.69% | Q4 2025 | Jan 29, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 497,102 | 29,910 | 1.1% | 1.11% | 49 | +7,771 | 1.59% | Q4 2025 | Feb 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 494,673 | 29,764 | 0.06% | 0.06% | 50 | +10,275 | 2.12% | Q4 2025 | Feb 17, 2026 |
| Certified Advisory Corp | History | Reduced | 486,798 | 29,290 | 2.67% | 2.68% | 51 | -3,914 | -0.8% | Q4 2025 | Jan 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 485,760 | 29,228 | 0.56% | 0.56% | 52 | +500 | 0.1% | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | Added to | 478,474 | 28,789 | 0.17% | 0.15% | 53 | +48,099 | 11.18% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 469,490 | 28,258 | 0.21% | — | 54 | +469,490 | New | Q4 2025 | Feb 18, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 467,636 | 28,137 | 0.66% | 0.76% | 55 | -78,691 | -14.4% | Q4 2025 | Feb 12, 2026 |
| Paragon Capital Management Ltd | History | Reduced | 423,400 | 25,476 | 5.07% | 4.59% | 56 | -1,313 | -0.31% | Q4 2025 | Jan 22, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Added to | 395,479 | 24,389 | 1.42% | 1.42% | 57 | +994 | 0.25% | Q4 2025 | Jan 26, 2026 |
| Presidio Capital Management, LLC | History | Reduced | 402,389 | 24,211 | 7.27% | 8.13% | 58 | -1,144 | -0.28% | Q4 2025 | Jan 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 400,000 | 24,068 | 0.01% | — | 59 | +399,997 | 13333233.33% | Q4 2025 | Feb 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 387,563 | 23,319 | 0.47% | 0.61% | 60 | -83,091 | -17.65% | Q4 2025 | Feb 09, 2026 |
| &PARTNERS | History | Reduced | 387,096 | 23,318 | 0.12% | 0.14% | 61 | -4,309 | -1.1% | Q4 2025 | Feb 17, 2026 |
| Wiser Wealth Management, Inc | History | Added to | 376,069 | 22,628 | 5.03% | 4.86% | 62 | +6,242 | 1.69% | Q4 2025 | Jan 12, 2026 |
| MATAURO, LLC | History | Added to | 373,245 | 22,458 | 3.38% | 3.34% | 63 | +7,645 | 2.09% | Q4 2025 | Jan 16, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 359,196 | 21,612 | 3.8% | 3.46% | 64 | +20,565 | 6.07% | Q4 2025 | Feb 03, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 357,342 | 21,501 | 0.52% | 0.68% | 65 | -108,758 | -23.33% | Q4 2025 | Feb 17, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 352,319 | 21,199 | 0.98% | 0.98% | 66 | +2,805 | 0.8% | Q4 2025 | Feb 13, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 346,365 | 20,840 | 2.98% | 3.12% | 67 | -44,754 | -11.44% | Q4 2025 | Jan 23, 2026 |
| Marble Wealth, LLC | History | New | 342,530 | 20,610 | 2.86% | — | 68 | +342,530 | New | Q4 2025 | Feb 10, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 335,473 | 20,185 | 1.2% | 1.19% | 69 | -19 | -0.01% | Q4 2025 | Feb 10, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 349,122 | 19,848 | 0.48% | 0.42% | 70 | -30,929 | -8.14% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 323,271 | 19,451 | 0.05% | 0.05% | 71 | +9,621 | 3.07% | Q4 2025 | Jan 26, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 320,047 | 19,257 | 0.11% | 0.32% | 72 | -701,827 | -68.68% | Q4 2025 | Jan 29, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 314,595 | 18,929 | 2.06% | 2.58% | 73 | -84,491 | -21.17% | Q4 2025 | Jan 23, 2026 |
| Wealth Group Ltd | History | Reduced | 314,125 | 18,900 | 4.23% | 4.92% | 74 | -56,042 | -15.14% | Q4 2025 | Jan 12, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 295,913 | 17,805 | 0.25% | 0.23% | 75 | -31,988 | -9.76% | Q4 2025 | Feb 02, 2026 |
| Compound Planning, Inc. | History | Added to | 290,230 | 17,463 | 0.51% | 0.52% | 76 | +10,649 | 3.81% | Q4 2025 | Feb 19, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 287,714 | 17,311 | 0.04% | 0.04% | 77 | -7,654 | -2.59% | Q4 2025 | Feb 24, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 275,339 | 16,567 | 0.19% | 0.24% | 78 | +36,095 | 15.09% | Q4 2025 | Jan 29, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 274,813 | 16,535 | 0.19% | 0.21% | 79 | -29,034 | -9.56% | Q4 2025 | Jan 20, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 274,012 | 16,487 | 0.02% | 0.02% | 80 | -12,049 | -4.21% | Q4 2025 | Feb 17, 2026 |
| Clay Northam Wealth Management, LLC | History | Added to | 273,476 | 16,455 | 9.14% | 8.91% | 81 | +2,140 | 0.79% | Q4 2025 | Feb 17, 2026 |
| PSI Advisors, LLC | History | Reduced | 271,843 | 16,356 | 4.11% | 4.18% | 82 | -10,553 | -3.74% | Q4 2025 | Feb 09, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 271,578 | 16,340 | 0.4% | 0.47% | 83 | -48,686 | -15.2% | Q4 2025 | Jan 28, 2026 |
| Inlight Wealth Management, LLC | History | Added to | 257,643 | 15,502 | 5.68% | 5.5% | 84 | +53,644 | 26.3% | Q4 2025 | Jan 23, 2026 |
| Financial Security Advisor, Inc. | History | Added to | 249,648 | 15,175 | 2.94% | 2.31% | 85 | +60,420 | 31.93% | Q4 2025 | Feb 05, 2026 |
| Sigma Planning Corp | History | Reduced | 250,621 | 15,098 | 0.42% | 0.45% | 86 | -25,437 | -9.21% | Q4 2025 | Jan 30, 2026 |
| Altus Wealth Group LLC | History | Reduced | 246,356 | 14,823 | 5.92% | 6.76% | 87 | -40,037 | -13.98% | Q4 2025 | Feb 13, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 246,081 | 14,806 | 0.3% | 0.35% | 88 | -14,934 | -5.72% | Q4 2025 | Feb 03, 2026 |
| Advisory Alpha, LLC | History | Reduced | 245,024 | 14,743 | 0.4% | 0.39% | 89 | -451 | -0.18% | Q4 2025 | Feb 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 242,030 | 14,562 | 0.92% | 0.92% | 90 | +2,479 | 1.03% | Q4 2025 | Feb 06, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 240,962 | 14,498 | 0.9% | 0.5% | 91 | +120,659 | 100.3% | Q4 2025 | Feb 11, 2026 |
| Cyr Financial Inc. | History | Added to | 240,096 | 14,446 | 9.01% | 8.76% | 92 | +17,093 | 7.66% | Q4 2025 | Jan 16, 2026 |
| SEARCY FINANCIAL SERVICES INC /ADV | History | Added to | 237,718 | 14,303 | 5.3% | 5.15% | 93 | +1,847 | 0.78% | Q4 2025 | Jan 22, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 237,698 | 14,302 | 0.47% | 0.46% | 94 | +5,701 | 2.46% | Q4 2025 | Feb 13, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 235,545 | 14,172 | 0.68% | 0.75% | 95 | -27,134 | -10.33% | Q4 2025 | Feb 04, 2026 |
| Corient Private Wealth LLC | History | Reduced | 234,438 | 14,106 | 0.02% | 0.05% | 96 | -311,182 | -57.03% | Q4 2025 | Mar 09, 2026 |
| Financial Partners Group, Inc | History | Reduced | 218,500 | 13,606 | 1.57% | 1.63% | 97 | -9,716 | -4.26% | Q4 2025 | Feb 03, 2026 |
| Advisory Services Network, LLC | History | Added to | 225,645 | 13,577 | 0.19% | 0.19% | 98 | +2,672 | 1.2% | Q4 2025 | Feb 17, 2026 |
| Plan Group Financial, LLC | History | Added to | 223,893 | 13,471 | 3.5% | 3.45% | 99 | +141 | 0.06% | Q4 2025 | Feb 03, 2026 |
| Madrona Financial Services, LLC | History | Added to | 223,104 | 13,424 | 2.87% | 2.8% | 100 | +2,392 | 1.08% | Q4 2025 | Jan 22, 2026 |
| Sylvest Advisors, LLC | History | Reduced | 219,078 | 13,181 | 7.03% | 8.27% | 101 | -48,774 | -18.21% | Q4 2025 | Jan 20, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Added to | 216,427 | 13,022 | 5.07% | 5.27% | 102 | +918 | 0.43% | Q4 2025 | Jan 28, 2026 |
| Longview Financial Advisors, Inc. | History | Added to | 214,835 | 12,926 | 8.78% | 8.77% | 103 | +783 | 0.37% | Q4 2025 | Feb 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 214,752 | 12,921 | 0.0% | 0.0% | 104 | +98,434 | 84.62% | Q4 2025 | Mar 25, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 212,241 | 12,771 | 0.02% | — | 105 | +212,241 | New | Q4 2025 | Feb 05, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Reduced | 211,359 | 12,717 | 3.65% | 4.02% | 106 | -21,359 | -9.18% | Q4 2025 | Jan 27, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 208,408 | 12,539 | 0.8% | 0.85% | 107 | -14,667 | -6.57% | Q4 2025 | Feb 05, 2026 |
| Copley Financial Group, Inc. | History | Added to | 206,366 | 12,417 | 7.68% | 7.42% | 108 | +17,572 | 9.31% | Q4 2025 | Feb 17, 2026 |
| GEN Financial Management, INC. | History | Added to | 202,860 | 12,251 | 7.71% | 9.87% | 109 | +3,678 | 1.85% | Q4 2025 | Jan 15, 2026 |
| Csenge Advisory Group | History | Reduced | 203,322 | 12,233 | 0.55% | 0.61% | 110 | -20,619 | -9.21% | Q4 2025 | Feb 06, 2026 |
| Global Retirement Partners, LLC | History | Added to | 202,231 | 12,168 | 0.22% | 0.26% | 111 | +3,144 | 1.58% | Q4 2025 | Feb 06, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 200,712 | 12,076 | 0.94% | 0.96% | 112 | -9,241 | -4.4% | Q4 2025 | Feb 13, 2026 |
| Ballast, Inc. | History | Reduced | 200,343 | 12,054 | 2.82% | 4.61% | 113 | -130,468 | -39.44% | Q4 2025 | Feb 03, 2026 |
| Sanchez Wealth Management Group | History | Reduced | 198,676 | 11,954 | 2.56% | 5.04% | 114 | -195,933 | -49.65% | Q4 2025 | Feb 04, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 196,813 | 11,842 | 0.0% | 0.0% | 115 | -18,839 | -8.74% | Q4 2025 | Feb 11, 2026 |
| XML Financial, LLC | History | Reduced | 194,250 | 11,688 | 0.95% | 0.91% | 116 | -1,320 | -0.67% | Q4 2025 | Feb 11, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 192,178 | 11,563 | 0.22% | 0.28% | 117 | -12,923 | -6.3% | Q4 2025 | Feb 13, 2026 |
| Owen LaRue, LLC | History | Reduced | 184,473 | 11,099 | 4.22% | 4.3% | 118 | -5,538 | -2.91% | Q4 2025 | Feb 05, 2026 |
| Burns Matteson Capital Management, LLC | History | Reduced | 182,595 | 10,986 | 3.85% | 4.31% | 119 | -6,960 | -3.67% | Q4 2025 | Jan 15, 2026 |
| Fermata Advisors, LLC | History | Added to | 181,154 | 10,900 | 2.62% | 2.62% | 120 | +1,212 | 0.67% | Q4 2025 | Jan 08, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 179,657 | 10,810 | 0.85% | 0.87% | 121 | -4,987 | -2.7% | Q4 2025 | Feb 17, 2026 |
| Accordant Advisory Group Inc | History | Added to | 178,789 | 10,757 | 7.42% | 6.4% | 122 | +15,149 | 9.26% | Q4 2025 | Jan 22, 2026 |
| Argo Wealth Advisory, LLC | History | New | 178,690 | 10,751 | 6.43% | — | 123 | +178,690 | New | Q4 2025 | Jan 26, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | Reduced | 178,166 | 10,720 | 3.35% | 3.35% | 124 | -6,793 | -3.67% | Q4 2025 | Jan 22, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 176,448 | 10,616 | 0.84% | 1.07% | 125 | -45,769 | -20.6% | Q4 2025 | Feb 04, 2026 |
| Gotham Asset Management, LLC | History | Added to | 176,153 | 10,599 | 0.04% | 0.04% | 126 | +15,703 | 9.79% | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Reduced | 174,506 | 10,505 | 0.17% | 0.32% | 127 | -156,260 | -47.24% | Q4 2025 | Feb 09, 2026 |
| Tamar Securities, LLC | History | Added to | 172,194 | 10,360 | 1.09% | 1.05% | 128 | +10,719 | 6.64% | Q4 2025 | Feb 13, 2026 |
| Align Financial, LLC | History | New | 10,229 | 10,229 | 0.01% | — | 129 | +10,229 | New | Q4 2025 | Feb 17, 2026 |
| Strategic Blueprint, LLC | History | Added to | 168,897 | 10,162 | 0.6% | 0.38% | 130 | +15,548 | 10.14% | Q4 2025 | Jan 30, 2026 |
| Lighthouse Wealth Management Inc. | History | Reduced | 167,044 | 10,051 | 6.87% | 7.82% | 131 | -500 | -0.3% | Q4 2025 | Jan 15, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 165,780 | 9,992 | 1.06% | 1.12% | 132 | -14,096 | -7.84% | Q4 2025 | Feb 18, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | Added to | 159,574 | 9,724 | 5.49% | 5.35% | 133 | +4,886 | 3.16% | Q4 2025 | Jan 09, 2026 |
| Mainsail Financial Group, LLC | History | Added to | 160,926 | 9,682 | 4.03% | 3.68% | 134 | +11,975 | 8.04% | Q4 2025 | Jan 23, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Reduced | 151,347 | 9,665 | 1.38% | 1.45% | 135 | -4,863 | -3.11% | Q4 2025 | Feb 11, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 160,404 | 9,651 | 0.05% | 0.05% | 136 | -13,140 | -7.57% | Q4 2025 | Jan 12, 2026 |
| VestGen Advisors, LLC | History | Reduced | 159,991 | 9,626 | 0.41% | 0.31% | 137 | -739 | -0.46% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 156,784 | 9,434 | 0.08% | 0.07% | 138 | +6,121 | 4.06% | Q4 2025 | Jan 05, 2026 |
| World Investment Advisors | History | Reduced | 156,617 | 9,423 | 0.15% | 0.29% | 139 | -87,523 | -35.85% | Q4 2025 | Mar 12, 2026 |
| BCS Wealth Management | History | Added to | 154,092 | 9,271 | 0.94% | 0.95% | 140 | +80,599 | 109.67% | Q4 2025 | Jan 26, 2026 |
| Wood Tarver Financial Group, LLC | History | Added to | 152,262 | 9,161 | 2.57% | 2.51% | 141 | +4,215 | 2.85% | Q4 2025 | Feb 12, 2026 |
| Merit Financial Group, LLC | History | Added to | 147,459 | 8,872 | 0.07% | 0.05% | 142 | +53,734 | 57.33% | Q4 2025 | Jan 26, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 146,634 | 8,822 | 0.22% | 0.28% | 143 | -40,104 | -21.48% | Q4 2025 | Feb 09, 2026 |
| Ted Buchan & Co | History | Added to | 144,845 | 8,715 | 3.2% | 3.13% | 144 | +6,015 | 4.33% | Q4 2025 | Feb 11, 2026 |
| Parcion Private Wealth LLC | History | Added to | 141,454 | 8,511 | 0.52% | 0.49% | 145 | +4,750 | 3.47% | Q4 2025 | Jan 26, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 139,499 | 8,393 | 0.02% | 0.02% | 146 | -8,381 | -5.67% | Q4 2025 | Feb 17, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 138,555 | 8,336 | 0.12% | 0.08% | 147 | +44,984 | 48.07% | Q4 2025 | Feb 09, 2026 |
| Cerity Partners LLC | History | Reduced | 136,820 | 8,232 | 0.01% | 0.02% | 148 | -34,938 | -20.34% | Q4 2025 | Feb 11, 2026 |
| Procyon Advisors, LLC | History | Reduced | 133,991 | 8,062 | 0.4% | 0.49% | 149 | -9,711 | -6.76% | Q4 2025 | Jan 07, 2026 |
| StoneX Group Inc. | History | Reduced | 131,242 | 8,014 | 0.35% | 0.38% | 150 | -19,055 | -12.68% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 132,869 | 7,994 | 0.12% | 0.15% | 151 | -23,877 | -15.23% | Q4 2025 | Feb 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 132,140 | 7,951 | 0.36% | 0.33% | 152 | +10,007 | 8.19% | Q4 2025 | Feb 13, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 128,893 | 7,755 | 3.56% | 1.98% | 153 | +52,898 | 69.61% | Q4 2025 | Feb 09, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 127,981 | 7,700 | 1.13% | 1.07% | 154 | +3,851 | 3.1% | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | Reduced | 125,419 | 7,546 | 0.17% | 0.2% | 155 | -8,339 | -6.23% | Q4 2025 | Feb 06, 2026 |
| Oxford Wealth Group, LLC | History | New | 125,341 | 7,541 | 3.67% | — | 156 | +125,341 | New | Q4 2025 | Feb 10, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 124,912 | 7,515 | 0.36% | 0.63% | 157 | -104,125 | -45.46% | Q4 2025 | Jan 20, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 118,412 | 7,326 | 1.64% | 1.62% | 158 | +3,437 | 2.99% | Q4 2025 | Jan 14, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 120,682 | 7,261 | 0.59% | 0.65% | 159 | -9,877 | -7.57% | Q4 2025 | Jan 23, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 115,661 | 7,177 | 0.18% | 0.19% | 160 | -7,383 | -6.0% | Q4 2025 | Jan 28, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 118,734 | 7,144 | 0.29% | 0.25% | 161 | +15,187 | 14.67% | Q4 2025 | Jan 16, 2026 |
| Modus Advisors, LLC | History | Reduced | 118,178 | 7,110 | 1.88% | 1.9% | 162 | -3,242 | -2.67% | Q4 2025 | Feb 11, 2026 |
| Atlas Wealth LLC | History | Added to | 117,569 | 7,074 | 2.15% | 1.58% | 163 | +32,524 | 38.24% | Q4 2025 | Feb 05, 2026 |
| Team Financial Group, LLC | History | Reduced | 117,239 | 7,054 | 3.2% | 3.27% | 164 | -5,548 | -4.52% | Q4 2025 | Jan 13, 2026 |
| Clarus Wealth Advisors | History | Added to | 113,903 | 7,047 | 2.92% | 2.91% | 165 | +221 | 0.19% | Q4 2025 | Jan 14, 2026 |
| RVW Wealth, LLC | History | Reduced | 116,516 | 7,010 | 0.54% | 0.54% | 166 | -3,248 | -2.71% | Q4 2025 | Jan 12, 2026 |
| Summit Financial, LLC | History | Added to | 114,961 | 6,988 | 0.1% | 0.08% | 167 | +22,100 | 23.8% | Q4 2025 | Feb 13, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Added to | 116,010 | 6,980 | 4.23% | 4.27% | 168 | +84 | 0.07% | Q4 2025 | Jan 20, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 115,639 | 6,957 | 0.44% | 0.44% | 169 | -3,283 | -2.76% | Q4 2025 | Feb 17, 2026 |
| Kovack Advisors, Inc. | History | Added to | 114,865 | 6,911 | 0.32% | 0.02% | 170 | +111,101 | 2951.67% | Q4 2025 | Feb 17, 2026 |
| PFG Advisors | History | Reduced | 114,564 | 6,893 | 0.33% | 0.58% | 171 | -130,901 | -53.33% | Q4 2025 | Jan 27, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 112,583 | 6,774 | 0.29% | 0.29% | 172 | -1,980 | -1.73% | Q4 2025 | Feb 10, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 112,037 | 6,741 | 1.01% | 1.62% | 173 | -76,533 | -40.59% | Q4 2025 | Feb 12, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 111,529 | 6,710 | 0.03% | 0.03% | 174 | +5,137 | 4.83% | Q4 2025 | Feb 09, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Added to | 111,507 | 6,709 | 3.34% | 3.12% | 175 | +2,829 | 2.6% | Q4 2025 | Jan 30, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 110,954 | 6,676 | 0.22% | 0.23% | 176 | -3,850 | -3.35% | Q4 2025 | Feb 03, 2026 |
| Pathstone Holdings, LLC | History | New | 110,332 | 6,673 | 0.03% | — | 177 | +110,332 | New | Q4 2025 | Feb 13, 2026 |
| Americana Partners, LLC | History | Added to | 109,266 | 6,574 | 0.18% | 0.19% | 178 | +929 | 0.86% | Q4 2025 | Feb 06, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 109,184 | 6,569 | 0.02% | 0.02% | 179 | -16,897 | -13.4% | Q4 2025 | Feb 02, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Added to | 108,208 | 6,510 | 1.34% | 1.31% | 180 | +845 | 0.79% | Q4 2025 | Feb 09, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 107,252 | 6,454 | 0.07% | 0.07% | 181 | +2,266 | 2.16% | Q4 2025 | Feb 02, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 106,751 | 6,423 | 0.29% | 0.35% | 182 | -17,409 | -14.02% | Q4 2025 | Feb 17, 2026 |
| Tempo Wealth, LLC | History | New | 105,769 | 6,364 | 1.13% | — | 183 | +105,769 | New | Q4 2025 | Feb 25, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Reduced | 103,956 | 6,255 | 4.34% | 5.37% | 184 | -19,967 | -16.11% | Q4 2025 | Jan 23, 2026 |
| Intrua Financial, LLC | History | Added to | 102,568 | 6,171 | 0.65% | 0.62% | 185 | +3,772 | 3.82% | Q4 2025 | Feb 05, 2026 |
| SCS Capital Management LLC | History | Reduced | 100,628 | 6,116 | 0.06% | 0.07% | 186 | -5,132 | -4.85% | Q4 2025 | Feb 10, 2026 |
| Granby Capital Management, LLC | History | No change | 100,000 | 6,017 | 3.21% | 3.05% | 187 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 99,654 | 5,996 | 0.0% | 0.0% | 188 | -6,767 | -6.36% | Q4 2025 | Feb 17, 2026 |
| Tandem Investment Partners LLC | History | Reduced | 97,394 | 5,860 | 4.94% | 4.61% | 189 | -312 | -0.32% | Q4 2025 | Jan 21, 2026 |
| Anson Capital, Inc. | History | Reduced | 96,571 | 5,810 | 4.23% | 4.49% | 190 | -7,670 | -7.36% | Q4 2025 | Feb 04, 2026 |
| Fiduciary Alliance LLC | History | Added to | 96,188 | 5,787 | 0.38% | 0.3% | 191 | +17,142 | 21.69% | Q4 2025 | Jan 22, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 95,707 | 5,758 | 0.07% | 0.11% | 192 | -68,670 | -41.78% | Q4 2025 | Feb 11, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 94,796 | 5,703 | 0.8% | 0.88% | 193 | -9,735 | -9.31% | Q4 2025 | Jan 06, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 93,594 | 5,631 | 0.43% | 0.42% | 194 | +2,348 | 2.57% | Q4 2025 | Jan 09, 2026 |
| Winter & Associates, Inc. | History | New | 93,452 | 5,623 | 5.2% | — | 195 | +93,452 | New | Q4 2025 | Feb 13, 2026 |
| Waverly Advisors, LLC | History | Reduced | 92,890 | 5,589 | 0.05% | 0.06% | 196 | -4,621 | -4.74% | Q4 2025 | Feb 17, 2026 |
| TABLEAUX LLC | History | Reduced | 78,069 | 5,433 | 3.85% | 4.13% | 197 | -101,671 | -56.57% | Q4 2025 | Feb 17, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 89,534 | 5,387 | 0.28% | 0.28% | 198 | +9,952 | 12.51% | Q4 2025 | Jan 26, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 88,828 | 5,344 | 1.26% | 1.25% | 199 | +337 | 0.38% | Q4 2025 | Jan 16, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | New | 88,785 | 5,342 | 2.4% | — | 200 | +88,785 | New | Q4 2025 | Feb 06, 2026 |
| American Alpha Advisors, LLC | History | Added to | 88,718 | 5,338 | 3.16% | 1.21% | 201 | +58,430 | 192.91% | Q4 2025 | Feb 17, 2026 |
| EPG Wealth Management LLC | History | Added to | 87,670 | 5,275 | 1.42% | 1.34% | 202 | +3,190 | 3.78% | Q4 2025 | Jan 28, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 87,305 | 5,253 | 0.04% | 0.04% | 203 | -5,288 | -5.71% | Q4 2025 | Feb 13, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | Added to | 85,603 | 5,150 | 1.39% | 1.31% | 204 | +2,484 | 2.99% | Q4 2025 | Feb 02, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 84,887 | 5,107 | 0.04% | 0.04% | 205 | -1,129 | -1.31% | Q4 2025 | Feb 12, 2026 |
| Fortune Financial Group, Inc. | History | New | 84,105 | 5,061 | 4.98% | — | 206 | +84,105 | New | Q4 2025 | Feb 11, 2026 |
| CMC Financial Group | History | Reduced | 83,395 | 5,017 | 8.95% | 14.74% | 207 | -55,102 | -39.79% | Q4 2025 | Jan 26, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 81,427 | 4,899 | 0.14% | 0.14% | 208 | +5,570 | 7.34% | Q4 2025 | Feb 12, 2026 |
| ODonnell Financial Services, LLC | History | Reduced | 80,669 | 4,853 | 1.66% | 1.81% | 209 | -8,045 | -9.07% | Q4 2025 | Jan 29, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Reduced | 78,552 | 4,794 | 1.08% | 1.17% | 210 | -893 | -1.12% | Q4 2025 | Feb 04, 2026 |
| Lunt Capital Management, Inc. | History | Added to | 79,182 | 4,764 | 1.78% | 1.72% | 211 | +915 | 1.17% | Q4 2025 | Jan 23, 2026 |
| GERBER, LLC | History | Reduced | 78,317 | 4,712 | 2.63% | 5.13% | 212 | -63,792 | -44.89% | Q4 2025 | Jan 21, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 78,213 | 4,706 | 1.55% | 1.5% | 213 | +2,561 | 3.39% | Q4 2025 | Feb 05, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | New | 77,072 | 4,684 | 3.93% | — | 214 | +77,072 | New | Q4 2025 | Feb 05, 2026 |
| Bedel Financial Consulting, Inc. | History | Reduced | 77,735 | 4,677 | 0.5% | 0.58% | 215 | -1,872 | -2.35% | Q4 2025 | Jan 28, 2026 |
| FAGAN ASSOCIATES, INC. | History | Reduced | 76,356 | 4,594 | 0.61% | 0.65% | 216 | -5,147 | -6.32% | Q4 2025 | Jan 30, 2026 |
| Allworth Financial LP | History | New | 76,329 | 4,592 | 0.02% | — | 217 | +76,329 | New | Q4 2025 | Feb 05, 2026 |
| Symphony Financial Services, Inc. | History | Reduced | 72,087 | 4,337 | 2.22% | 2.34% | 218 | -3,443 | -4.56% | Q4 2025 | Feb 12, 2026 |
| MONEYWISE, INC. | History | Reduced | 71,514 | 4,302 | 1.79% | 2.38% | 219 | -20,122 | -21.96% | Q4 2025 | Feb 05, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 71,329 | 4,291 | 0.09% | 0.08% | 220 | +7,346 | 11.48% | Q4 2025 | Feb 06, 2026 |
| Financial Guidance Group, Inc. | History | Reduced | 71,112 | 4,278 | 1.75% | 1.92% | 221 | -3,315 | -4.45% | Q4 2025 | Jan 26, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 69,481 | 4,180 | 0.32% | 0.44% | 222 | -31,134 | -30.94% | Q4 2025 | Jan 23, 2026 |
| NWAM LLC | History | Added to | 69,054 | 4,175 | 0.23% | 0.2% | 223 | +6,038 | 9.58% | Q4 2025 | Feb 04, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 68,340 | 4,112 | 0.07% | 0.09% | 224 | -4,632 | -6.35% | Q4 2025 | Jan 16, 2026 |
| Copia Wealth Management | History | Reduced | 67,495 | 4,061 | 2.9% | 3.11% | 225 | -5,312 | -7.3% | Q4 2025 | Feb 06, 2026 |
| COMERICA BANK | History | Reduced | 67,446 | 4,058 | 0.02% | 0.02% | 226 | -15,565 | -18.75% | Q4 2025 | Jan 29, 2026 |
| BROWN ADVISORY INC | History | Added to | 66,762 | 4,017 | 0.01% | 0.0% | 227 | +1,752 | 2.69% | Q4 2025 | Feb 13, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 66,318 | 3,990 | 1.62% | 1.73% | 228 | -657 | -0.98% | Q4 2025 | Jan 15, 2026 |
| OakTrust Wealth Advisors, LLC | History | New | 66,140 | 3,979 | 3.67% | — | 229 | +66,140 | New | Q4 2025 | Feb 27, 2026 |
| First PREMIER Bank | History | Reduced | 65,412 | 3,936 | 0.9% | 0.97% | 230 | -8,898 | -11.97% | Q4 2025 | Jan 23, 2026 |
| RiverTree Advisors, LLC | History | No change | 65,237 | 3,925 | 2.5% | 2.4% | 231 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 64,657 | 3,890 | 0.44% | 0.45% | 232 | -722 | -1.1% | Q4 2025 | Feb 17, 2026 |
| JBR Co Financial Management Inc | History | Reduced | 64,568 | 3,885 | 1.63% | 1.76% | 233 | -7,922 | -10.93% | Q4 2025 | Jan 06, 2026 |
| Cresset Asset Management, LLC | History | Added to | 62,377 | 3,791 | 0.02% | 0.0% | 234 | +58,015 | 1330.01% | Q4 2025 | Feb 17, 2026 |
| LifeWealth Investments, LLC | History | Added to | 63,007 | 3,791 | 1.2% | 0.99% | 235 | +10,696 | 20.45% | Q4 2025 | Jan 26, 2026 |
| Capital Analysts, LLC | History | Added to | 62,569 | 3,765 | 0.11% | 0.09% | 236 | +10,340 | 19.8% | Q4 2025 | Feb 11, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 61,819 | 3,719 | 0.39% | 0.41% | 237 | -3,396 | -5.21% | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | Reduced | 60,861 | 3,661 | 0.04% | 0.05% | 238 | -12,154 | -16.65% | Q4 2025 | Feb 05, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 60,340 | 3,630 | 0.98% | 1.02% | 239 | +186 | 0.31% | Q4 2025 | Feb 09, 2026 |
| Bank of New York Mellon Corp | History | Added to | 60,240 | 3,624 | 0.0% | 0.0% | 240 | +514 | 0.86% | Q4 2025 | Feb 10, 2026 |
| Post Resch Tallon Group Inc. | History | Added to | 60,004 | 3,610 | 3.05% | 2.91% | 241 | +2,675 | 4.67% | Q4 2025 | Jan 09, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 59,959 | 3,607 | 0.09% | 0.15% | 242 | -40,019 | -40.03% | Q4 2025 | Jan 23, 2026 |
| Fairscale Capital, LLC | History | Reduced | 57,985 | 3,524 | 2.34% | 2.48% | 243 | -4,809 | -7.66% | Q4 2025 | Feb 17, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 58,556 | 3,523 | 1.4% | 1.41% | 244 | +1,750 | 3.08% | Q4 2025 | Feb 05, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Reduced | 58,028 | 3,491 | 0.29% | 0.32% | 245 | -6,859 | -10.57% | Q4 2025 | Jan 27, 2026 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | History | Added to | 57,096 | 3,435 | 1.58% | 1.53% | 246 | +2,382 | 4.35% | Q4 2025 | Jan 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 56,860 | 3,421 | 0.04% | 0.03% | 247 | +19,603 | 52.62% | Q4 2025 | Jan 23, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 56,266 | 3,385 | 0.27% | 0.13% | 248 | +30,764 | 120.63% | Q4 2025 | Feb 12, 2026 |
| Fortis Capital Management LLC | History | Reduced | 55,365 | 3,331 | 0.44% | 0.48% | 249 | -3,968 | -6.69% | Q4 2025 | Feb 13, 2026 |
| Brookstone Capital Management | History | Reduced | 53,919 | 3,244 | 0.04% | 0.05% | 250 | -23,918 | -30.73% | Q4 2025 | Jan 15, 2026 |
| Betterment LLC | History | Added to | 53,594 | 3,225 | 0.01% | 0.01% | 251 | +775 | 1.47% | Q4 2025 | Feb 12, 2026 |
| Broadleaf Partners, LLC | History | New | 53,524 | 3,220 | 0.68% | — | 252 | +53,524 | New | Q4 2025 | Feb 13, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 53,185 | 3,200 | 0.17% | 0.16% | 253 | +1,699 | 3.3% | Q4 2025 | Feb 05, 2026 |
| Madison Park Capital Advisors, LLC | History | Added to | 52,817 | 3,178 | 2.58% | 2.45% | 254 | +758 | 1.46% | Q4 2025 | Jan 20, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 51,829 | 3,135 | 0.15% | 0.2% | 255 | -19,668 | -27.51% | Q4 2025 | Feb 13, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 51,823 | 3,118 | 0.81% | 0.77% | 256 | +2,180 | 4.39% | Q4 2025 | Jan 07, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 51,754 | 3,114 | 0.9% | 0.92% | 257 | -2,366 | -4.37% | Q4 2025 | Feb 09, 2026 |
| BlackRock, Inc. | History | Added to | 51,125 | 3,076 | 0.0% | 0.0% | 258 | +339 | 0.67% | Q4 2025 | Feb 12, 2026 |
| Hudock, Inc. | History | Reduced | 50,858 | 3,060 | 0.45% | 0.71% | 259 | -30,107 | -37.19% | Q4 2025 | Feb 12, 2026 |
| Firestone Capital Management | History | Reduced | 50,526 | 3,040 | 0.64% | 0.63% | 260 | -278 | -0.55% | Q4 2025 | Feb 09, 2026 |
| Sandbox Financial Partners, LLC | History | Added to | 50,523 | 3,039 | 0.84% | 0.78% | 261 | +3,401 | 7.22% | Q4 2025 | Jan 07, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | New | 50,107 | 3,014 | 1.97% | — | 262 | +50,107 | New | Q4 2025 | Apr 02, 2026 |
| Echo Wealth Management, LLC | History | Reduced | 49,469 | 2,976 | 1.74% | 4.39% | 263 | -81,316 | -62.18% | Q4 2025 | Jan 22, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 49,463 | 2,976 | 0.01% | 0.01% | 264 | -4,471 | -8.29% | Q4 2025 | Feb 06, 2026 |
| Western Wealth Management, LLC | History | Added to | 49,047 | 2,951 | 0.14% | 0.11% | 265 | +14,187 | 40.7% | Q4 2025 | Feb 05, 2026 |
| IFG Advisory, LLC | History | Added to | 48,817 | 2,937 | 0.13% | 0.1% | 266 | +10,990 | 29.05% | Q4 2025 | Feb 10, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 48,826 | 2,937 | 0.4% | 0.39% | 267 | +411 | 0.85% | Q4 2025 | Feb 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 48,450 | 2,915 | 0.17% | 0.24% | 268 | -14,194 | -22.66% | Q4 2025 | Feb 10, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 47,747 | 2,872 | 0.03% | 0.03% | 269 | -5,217 | -9.85% | Q4 2025 | Feb 13, 2026 |
| SFI Advisors, LLC | History | Reduced | 47,651 | 2,867 | 1.84% | 1.87% | 270 | -3,309 | -6.49% | Q4 2025 | Feb 11, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 46,974 | 2,826 | 0.21% | 0.41% | 271 | -45,348 | -49.12% | Q4 2025 | Feb 09, 2026 |
| VVR Holdings LLC | History | New | 46,448 | 2,794 | 1.45% | — | 272 | +46,448 | New | Q4 2025 | Feb 11, 2026 |
| Smith Thornton Advisors LLC | History | Added to | 45,445 | 2,734 | 1.39% | 1.32% | 273 | +1,677 | 3.83% | Q4 2025 | Jan 14, 2026 |
| Petros Family Wealth, LLC | History | Added to | 45,390 | 2,731 | 1.82% | 2.08% | 274 | +2,127 | 4.92% | Q4 2025 | Jan 14, 2026 |
| Breachway Investments LLC | History | New | 45,140 | 2,716 | 2.86% | — | 275 | +45,140 | New | Q4 2025 | Jan 27, 2026 |
| Paragon Private Wealth Management, LLC | History | Added to | 44,875 | 2,700 | 0.83% | 0.81% | 276 | +2,001 | 4.67% | Q4 2025 | Feb 11, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 44,019 | 2,648 | 0.19% | 0.2% | 277 | +177 | 0.4% | Q4 2025 | Jan 21, 2026 |
| Belpointe Asset Management LLC | History | Added to | 43,930 | 2,643 | 0.1% | 0.09% | 278 | +3,948 | 9.87% | Q4 2025 | Jan 27, 2026 |
| Swisher Financial Concepts, Inc. | History | Reduced | 43,581 | 2,622 | 1.49% | 1.59% | 279 | -2,544 | -5.52% | Q4 2025 | Feb 10, 2026 |
| Ankerstar Wealth, LLC | History | New | 42,796 | 2,601 | 2.59% | — | 280 | +42,796 | New | Q4 2025 | Feb 12, 2026 |
| OPINICUS CAPITAL, INC. | History | Reduced | 43,161 | 2,596 | 1.81% | 1.76% | 281 | -974 | -2.21% | Q4 2025 | Feb 04, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 42,681 | 2,568 | 0.01% | 0.01% | 282 | +16,000 | 59.97% | Q4 2025 | Feb 12, 2026 |
| Apollon Financial, LLC | History | Reduced | 41,575 | 2,501 | 0.36% | 0.41% | 283 | -1,746 | -4.03% | Q4 2025 | Jan 22, 2026 |
| Vavra Capital Management, LLC | History | New | 41,537 | 2,499 | 2.45% | — | 284 | +41,537 | New | Q4 2025 | Jan 22, 2026 |
| WealthTrak Capital Management LLC | History | Added to | 41,488 | 2,496 | 1.79% | 1.92% | 285 | +982 | 2.42% | Q4 2025 | Feb 10, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 40,634 | 2,444 | 0.76% | 0.75% | 286 | +122 | 0.3% | Q4 2025 | Feb 12, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 40,464 | 2,434 | 0.04% | 0.07% | 287 | -18,770 | -31.69% | Q4 2025 | Jan 07, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 40,437 | 2,433 | 0.17% | 0.15% | 288 | +915 | 2.32% | Q4 2025 | Jan 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 40,340 | 2,427 | 0.05% | 0.01% | 290 | +32,747 | 431.28% | Q4 2025 | Feb 13, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 40,343 | 2,427 | 0.55% | 0.5% | 289 | -1,297 | -3.11% | Q4 2025 | Feb 02, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 40,295 | 2,424 | 0.42% | 0.42% | 291 | -313 | -0.77% | Q4 2025 | Feb 02, 2026 |
| ATLANTIC FAMILY WEALTH, LLC | History | Reduced | 39,504 | 2,377 | 1.8% | 2.03% | 292 | -6,313 | -13.78% | Q4 2025 | Feb 12, 2026 |
| Fortis Advisors, LLC | History | Reduced | 38,657 | 2,326 | 1.26% | 1.46% | 293 | -6,486 | -14.37% | Q4 2025 | Feb 10, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 38,213 | 2,299 | 0.16% | 0.32% | 294 | -33,639 | -46.82% | Q4 2025 | Feb 03, 2026 |
| Davis Investment Partners, LLC | History | New | 37,910 | 2,291 | 0.8% | — | 295 | +37,910 | New | Q4 2025 | Jan 06, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 37,863 | 2,278 | 0.31% | 0.31% | 296 | -170 | -0.45% | Q4 2025 | Feb 10, 2026 |
| High Net Worth Advisory Group LLC | History | Reduced | 37,797 | 2,274 | 0.52% | 0.53% | 297 | -231 | -0.61% | Q4 2025 | Jan 23, 2026 |
| NCM Capital Management, LLC | History | Reduced | 37,784 | 2,273 | 0.84% | 0.85% | 298 | -250 | -0.66% | Q4 2025 | Mar 02, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 37,708 | 2,268 | 0.11% | 0.1% | 299 | -685 | -1.78% | Q4 2025 | Jan 21, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 34,693 | 2,217 | 0.98% | 0.96% | 300 | -521 | -1.48% | Q4 2025 | Feb 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 36,457 | 2,216 | 0.09% | 0.1% | 301 | -4,953 | -11.96% | Q4 2025 | Feb 09, 2026 |
| BlueChip Wealth Advisors LLC | History | Added to | 36,754 | 2,211 | 0.93% | 0.58% | 302 | +12,923 | 54.23% | Q4 2025 | Feb 05, 2026 |
| Centurion Wealth Management LLC | History | Added to | 36,703 | 2,208 | 0.48% | 0.31% | 303 | +12,869 | 53.99% | Q4 2025 | Jan 14, 2026 |
| Creative Planning | History | Added to | 36,602 | 2,202 | 0.0% | 0.0% | 304 | +3,305 | 9.93% | Q4 2025 | Feb 17, 2026 |
| Valmark Advisers, Inc. | History | Added to | 36,274 | 2,182 | 0.03% | 0.02% | 305 | +5,857 | 19.26% | Q4 2025 | Jan 26, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 36,219 | 2,179 | 0.12% | 0.11% | 306 | -918 | -2.47% | Q4 2025 | Feb 06, 2026 |
| Atlas Wealth Partners, LLC | History | Reduced | 35,918 | 2,177 | 2.39% | 2.17% | 307 | -1,028 | -2.78% | Q4 2025 | Jan 26, 2026 |
| HB Wealth Management, LLC | History | Added to | 35,684 | 2,147 | 0.01% | 0.01% | 308 | +6,592 | 22.66% | Q4 2025 | Jan 28, 2026 |
| US BANCORP \DE\ | History | Reduced | 35,607 | 2,142 | 0.0% | 0.0% | 309 | -549 | -1.52% | Q4 2025 | Jan 30, 2026 |
| Brio Consultants, LLC | History | Reduced | 35,350 | 2,127 | 0.28% | 0.29% | 310 | -1,319 | -3.6% | Q4 2025 | Feb 04, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 35,204 | 2,118 | 0.12% | 0.11% | 311 | +4,458 | 14.5% | Q4 2025 | Feb 04, 2026 |
| Stillwater Wealth Management Group | History | Added to | 34,944 | 2,102 | 1.43% | 1.21% | 312 | +4,972 | 16.59% | Q4 2025 | Jan 27, 2026 |
| Trademark Financial Management, LLC | History | Reduced | 34,782 | 2,092 | 1.15% | 1.21% | 313 | -1,453 | -4.01% | Q4 2025 | Jan 28, 2026 |
| GWN SECURITIES INC. | History | Added to | 34,668 | 2,085 | 0.42% | 0.36% | 314 | +7,585 | 28.01% | Q4 2025 | Feb 11, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 34,426 | 2,071 | 0.07% | 0.09% | 315 | -1,235 | -3.46% | Q4 2025 | Jan 20, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 34,270 | 2,062 | 0.04% | 0.05% | 316 | -7,690 | -18.33% | Q4 2025 | Jan 26, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 34,208 | 2,058 | 0.21% | 0.26% | 317 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Heritage Wealth Management, Inc. | History | Added to | 33,214 | 1,998 | 0.56% | 0.44% | 318 | +7,342 | 28.38% | Q4 2025 | Jan 26, 2026 |
| Coquina Private Wealth LLC | History | New | 33,159 | 1,995 | 1.6% | — | 319 | +33,159 | New | Q4 2025 | Jan 29, 2026 |
| ERn Financial, LLC | History | Reduced | 32,936 | 1,981 | 0.37% | 0.38% | 320 | -930 | -2.75% | Q4 2025 | Jan 15, 2026 |
| Diversified Trust Co | History | Added to | 32,783 | 1,972 | 0.04% | 0.04% | 321 | +30 | 0.09% | Q4 2025 | Jan 09, 2026 |
| Next Level Private LLC | History | No change | 32,666 | 1,965 | 0.52% | 0.55% | 322 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 32,620 | 1,962 | 0.68% | 1.86% | 323 | -53,065 | -61.93% | Q4 2025 | Jan 12, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 32,492 | 1,955 | 0.06% | 0.07% | 324 | -2,113 | -6.11% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 31,865 | 1,917 | 0.26% | 0.26% | 325 | +1,027 | 3.33% | Q4 2025 | Feb 17, 2026 |
| STAPP WEALTH MANAGEMENT, PLLC | History | Added to | 31,837 | 1,915 | 2.47% | 2.44% | 326 | +284 | 0.9% | Q4 2025 | Jan 21, 2026 |
| FMR LLC | History | Added to | 31,686 | 1,906 | 0.0% | 0.0% | 327 | +4,897 | 18.28% | Q4 2025 | Feb 17, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | Added to | 31,609 | 1,901 | 1.8% | 1.72% | 328 | +1,390 | 4.6% | Q4 2025 | Feb 04, 2026 |
| Paragon Advisors, LLC | History | Reduced | 31,322 | 1,884 | 0.51% | 0.67% | 329 | -13,615 | -30.3% | Q4 2025 | Jan 12, 2026 |
| Mayfair Advisory Group, LLC | History | Reduced | 30,738 | 1,857 | 0.72% | 0.9% | 330 | -5,844 | -15.98% | Q4 2025 | Jan 21, 2026 |
| Goldstein Advisors, LLC | History | Added to | 30,748 | 1,850 | 0.21% | 0.21% | 331 | +104 | 0.34% | Q4 2025 | Feb 10, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 30,722 | 1,848 | 0.18% | 0.18% | 332 | -1,136 | -3.57% | Q4 2025 | Jan 29, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 30,245 | 1,838 | 0.06% | 0.08% | 333 | -7,172 | -19.17% | Q4 2025 | Jan 12, 2026 |
| XTX Topco Ltd | History | Added to | 30,380 | 1,827 | 0.05% | 0.08% | 334 | +4,248 | 16.26% | Q4 2025 | Feb 17, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 30,347 | 1,825 | 0.52% | 1.14% | 335 | -37,815 | -55.48% | Q4 2025 | Feb 05, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 30,091 | 1,810 | 0.08% | 0.09% | 336 | -2,858 | -8.67% | Q4 2025 | Feb 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 29,996 | 1,804 | 0.02% | 0.02% | 337 | +1,866 | 6.63% | Q4 2025 | Feb 10, 2026 |
| Smart Portfolios, LLC | History | Reduced | 29,880 | 1,797 | 1.79% | 2.56% | 338 | -16,359 | -35.38% | Q4 2025 | Jan 30, 2026 |
| IAM Advisory, LLC | History | Reduced | 29,638 | 1,783 | 0.4% | 0.39% | 339 | -259 | -0.87% | Q4 2025 | Jan 07, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 29,192 | 1,764 | 0.28% | 0.31% | 340 | -2,825 | -8.82% | Q4 2025 | Jan 08, 2026 |
| Trilogy Capital Inc. | History | Reduced | 29,283 | 1,761 | 0.08% | 0.08% | 341 | -2,477 | -7.8% | Q4 2025 | Jan 22, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 28,743 | 1,747 | 0.04% | 0.04% | 342 | +317 | 1.12% | Q4 2025 | Jan 29, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 28,964 | 1,742 | 0.15% | 0.15% | 343 | -228 | -0.78% | Q4 2025 | Jan 26, 2026 |
| Investment Partners Asset Management, Inc. | History | Added to | 28,449 | 1,711 | 1.07% | 1.02% | 344 | +1,544 | 5.74% | Q4 2025 | Jan 15, 2026 |
| Strategic Equity Management | History | Reduced | 28,282 | 1,701 | 0.58% | 0.67% | 345 | -3,006 | -9.61% | Q4 2025 | Feb 09, 2026 |
| Pursuit Wealth Management LLC | History | New | 27,876 | 1,677 | 1.44% | — | 346 | +27,876 | New | Q4 2025 | Jan 26, 2026 |
| Signature Equity Partners, LLC | History | New | 27,850 | 1,675 | 0.93% | — | 347 | +27,850 | New | Q4 2025 | Feb 17, 2026 |
| HF Advisory Group, LLC | History | Added to | 27,755 | 1,670 | 0.58% | 0.57% | 348 | +565 | 2.08% | Q4 2025 | Jan 23, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 27,596 | 1,660 | 0.46% | 0.35% | 349 | +756 | 2.82% | Q4 2025 | Jan 12, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 27,169 | 1,651 | 0.04% | 0.04% | 350 | +1,641 | 6.43% | Q4 2025 | Feb 17, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 27,368 | 1,646 | 0.06% | 0.07% | 351 | -5,651 | -17.11% | Q4 2025 | Feb 17, 2026 |
| Oder Investment Management, LLC | History | Reduced | 27,328 | 1,644 | 1.19% | 1.17% | 352 | -1,090 | -3.84% | Q4 2025 | Feb 12, 2026 |
| Unified Investment Management | History | Reduced | 27,230 | 1,638 | 1.64% | 1.56% | 353 | -26 | -0.1% | Q4 2025 | Feb 09, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 27,164 | 1,634 | 0.22% | — | 354 | +27,164 | New | Q4 2025 | Feb 09, 2026 |
| White Knight Strategic Wealth Advisors, LLC | History | Added to | 26,890 | 1,617 | 1.18% | 1.05% | 355 | +3,753 | 16.22% | Q4 2025 | Feb 20, 2026 |
| Dedeker Financial LLC | History | New | 26,473 | 1,592 | 1.43% | — | 356 | +26,473 | New | Q4 2025 | Mar 31, 2026 |
| Tripletail Wealth Management, LLC | History | Reduced | 26,109 | 1,570 | 1.99% | 1.93% | 357 | -2,052 | -7.29% | Q4 2025 | Feb 12, 2026 |
| GK Wealth Management LLC | History | Reduced | 26,080 | 1,569 | 1.04% | 1.19% | 358 | -2,157 | -7.64% | Q4 2025 | Jan 05, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 25,636 | 1,542 | 0.12% | 0.27% | 359 | -46,679 | -64.55% | Q4 2025 | Feb 17, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 24,991 | 1,541 | 0.05% | 0.05% | 360 | -1,486 | -5.61% | Q4 2025 | Jan 23, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | Added to | 25,387 | 1,528 | 0.41% | 0.33% | 361 | +3,909 | 18.2% | Q4 2025 | Feb 09, 2026 |
| Insight Wealth Partners, LLC | History | Reduced | 25,342 | 1,524 | 0.21% | 0.45% | 362 | -519 | -2.01% | Q4 2025 | Feb 17, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Reduced | 25,069 | 1,508 | 0.31% | 0.41% | 363 | -7,847 | -23.84% | Q4 2025 | Jan 22, 2026 |
| AlTi Global, Inc. | History | Reduced | 24,609 | 1,481 | 0.03% | 0.05% | 364 | -8,800 | -26.34% | Q4 2025 | Feb 13, 2026 |
| ORG Partners LLC | History | Reduced | 24,505 | 1,475 | 0.26% | 0.26% | 365 | -738 | -2.92% | Q4 2025 | Jan 14, 2026 |
| Compass Advisory Group LLC | History | No change | 23,986 | 1,458 | 0.39% | 0.39% | 366 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Ameritas Investment Partners, Inc. | History | New | 24,195 | 1,455 | 0.04% | — | 367 | +24,195 | New | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 23,935 | 1,440 | 0.0% | 0.0% | 368 | -22,590 | -48.55% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 23,795 | 1,431 | 0.03% | 0.13% | 369 | -57,153 | -70.6% | Q4 2025 | Feb 17, 2026 |
| Verity Asset Management, Inc. | History | Added to | 23,739 | 1,428 | 0.61% | 0.42% | 370 | +1,094 | 4.83% | Q4 2025 | Jan 30, 2026 |
| Sowell Financial Services LLC | History | Reduced | 23,595 | 1,419 | 0.05% | 0.11% | 371 | -25,122 | -51.57% | Q4 2025 | Jan 21, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 23,458 | 1,411 | 0.09% | 0.15% | 372 | -13,547 | -36.61% | Q4 2025 | Jan 08, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 23,159 | 1,404 | 0.09% | 0.1% | 373 | -457 | -1.94% | Q4 2025 | Jan 15, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 23,284 | 1,400 | 0.44% | 0.91% | 374 | -23,891 | -50.64% | Q4 2025 | Jan 07, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 23,209 | 1,396 | 0.05% | 0.26% | 375 | -46,314 | -66.62% | Q4 2025 | Feb 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 22,920 | 1,379 | 0.01% | 0.01% | 376 | +7,261 | 46.37% | Q4 2025 | Feb 11, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 22,702 | 1,365 | 0.41% | 0.49% | 377 | -4,659 | -17.03% | Q4 2025 | Jan 29, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 22,568 | 1,357 | 0.07% | 0.08% | 378 | -1,517 | -6.3% | Q4 2025 | Jan 20, 2026 |
| Global Financial Private Client, LLC | History | Reduced | 22,524 | 1,355 | 0.47% | 0.47% | 379 | -287 | -1.26% | Q4 2025 | Jan 27, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 22,444 | 1,350 | 0.23% | — | 380 | +22,444 | New | Q4 2025 | Feb 12, 2026 |
| Trivium Point Advisory, LLC | History | Added to | 22,326 | 1,343 | 0.14% | 0.12% | 381 | +2,340 | 11.71% | Q4 2025 | Jan 26, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 22,171 | 1,341 | 0.43% | 0.44% | 382 | +260 | 1.19% | Q4 2025 | Feb 10, 2026 |
| GLOBALT Investments LLC / GA | History | Reduced | 22,220 | 1,336 | 0.05% | 0.05% | 383 | -407 | -1.8% | Q4 2025 | Feb 06, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 21,996 | 1,323 | 0.05% | 0.06% | 384 | -4,432 | -16.77% | Q4 2025 | Feb 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 21,824 | 1,313 | 0.0% | 0.0% | 385 | -3,572 | -14.07% | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 21,552 | 1,296 | 0.07% | 0.07% | 386 | -50 | -0.23% | Q4 2025 | Feb 10, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | Reduced | 21,522 | 1,294 | 0.3% | 4.21% | 387 | -277,539 | -92.8% | Q4 2025 | Feb 05, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 21,382 | 1,286 | 0.04% | 0.05% | 388 | -9,215 | -30.12% | Q4 2025 | Feb 05, 2026 |
| Sloy Dahl & Holst, LLC | History | Added to | 21,351 | 1,284 | 0.15% | 0.13% | 389 | +518 | 2.49% | Q4 2025 | Feb 04, 2026 |
| Wellspring Financial Advisors, LLC | History | New | 21,261 | 1,281 | 0.1% | — | 390 | +21,261 | New | Q4 2025 | Feb 11, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 20,903 | 1,257 | 0.05% | 0.08% | 391 | -15,600 | -42.74% | Q4 2025 | Feb 02, 2026 |
| EP Wealth Advisors, LLC | History | New | 20,880 | 1,256 | 0.01% | — | 392 | +20,880 | New | Q4 2025 | Feb 18, 2026 |
| Allie Family Office LLC | History | No change | 20,764 | 1,249 | 0.58% | 0.57% | 393 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Stonebridge Financial Group, LLC / MO | History | New | 20,747 | 1,248 | 1.08% | — | 394 | +20,747 | New | Q4 2025 | Feb 04, 2026 |
| TruWealth Advisors, LLC | History | Reduced | 20,712 | 1,246 | 0.06% | 0.07% | 395 | -3,018 | -12.72% | Q4 2025 | Jan 07, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 20,286 | 1,220 | 0.27% | 0.37% | 397 | -6,223 | -23.48% | Q4 2025 | Jan 09, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 20,277 | 1,220 | 0.15% | 0.15% | 396 | -34 | -0.17% | Q4 2025 | Jan 07, 2026 |
| Sonoma Allocations LLC | History | Added to | 19,468 | 1,215 | 0.4% | 0.36% | 398 | +1,892 | 10.76% | Q4 2025 | Feb 23, 2026 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | History | New | 20,139 | 1,211 | 0.73% | — | 399 | +20,139 | New | Q4 2025 | Feb 11, 2026 |
| Powers Advisory Group, LLC | History | Added to | 19,401 | 1,167 | 0.44% | 0.44% | 400 | +336 | 1.76% | Q4 2025 | Jan 22, 2026 |
| Vivid Wealth Management, LLC | History | Added to | 19,386 | 1,166 | 0.45% | 0.39% | 401 | +2,108 | 12.2% | Q4 2025 | Jan 30, 2026 |
| BigSur Wealth Management LLC | History | No change | 19,155 | 1,164 | 0.28% | 0.27% | 402 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| VICUS CAPITAL | History | Reduced | 19,177 | 1,153 | 0.09% | 0.08% | 403 | -47 | -0.24% | Q4 2025 | Jan 22, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 19,050 | 1,146 | 0.01% | 0.01% | 404 | -2,153 | -10.15% | Q4 2025 | Feb 18, 2026 |
| Empire Financial Management Company, LLC | History | Added to | 19,046 | 1,146 | 0.25% | 0.23% | 405 | +1,820 | 10.57% | Q4 2025 | Feb 12, 2026 |
| FWG Holdings, LLC | History | No change | 19,785 | 1,140 | 0.43% | 0.49% | 406 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 18,794 | 1,139 | 0.25% | 0.27% | 407 | -2,372 | -11.21% | Q4 2025 | Feb 17, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Reduced | 18,849 | 1,134 | 0.09% | 0.11% | 408 | -2,075 | -9.92% | Q4 2025 | Feb 04, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 18,270 | 1,099 | 0.04% | 0.03% | 409 | +6,932 | 61.14% | Q4 2025 | Feb 09, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Added to | 18,204 | 1,095 | 0.12% | 0.12% | 410 | +225 | 1.25% | Q4 2025 | Jan 14, 2026 |
| ARWA LLC | History | New | 18,132 | 1,091 | 0.64% | — | 411 | +18,132 | New | Q4 2025 | Feb 27, 2026 |
| Rubicon Advisors, GP | History | New | 18,022 | 1,084 | 1.0% | — | 412 | +18,022 | New | Q4 2025 | Mar 09, 2026 |
| Monetary Solutions, Ltd | History | New | 17,889 | 1,076 | 1.06% | — | 413 | +17,889 | New | Q4 2025 | Feb 23, 2026 |
| Nilsine Partners, LLC | History | Reduced | 17,875 | 1,075 | 0.09% | 0.12% | 415 | -6,005 | -25.15% | Q4 2025 | Jan 15, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 17,867 | 1,075 | 0.26% | 0.28% | 414 | -570 | -3.09% | Q4 2025 | Feb 02, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 17,799 | 1,070 | 0.13% | 0.13% | 416 | -206 | -1.14% | Q4 2025 | Jan 26, 2026 |
| Sun Financial Inc | History | New | 17,488 | 1,052 | 0.59% | — | 417 | +17,488 | New | Q4 2025 | Feb 02, 2026 |
| Centric Wealth Management | History | Reduced | 16,428 | 1,026 | 0.22% | 0.24% | 418 | -2,218 | -11.9% | Q4 2025 | Feb 04, 2026 |
| Colonial River Investments, LLC | History | Added to | 17,029 | 1,024 | 0.36% | 0.32% | 419 | +1,986 | 13.2% | Q4 2025 | Feb 04, 2026 |
| Flagship Capital Management Inc. | History | New | 16,875 | 1,015 | 0.72% | — | 420 | +16,875 | New | Q4 2025 | Jan 22, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 16,761 | 1,008 | 0.14% | 0.16% | 421 | -397 | -2.31% | Q4 2025 | Jan 14, 2026 |
| Alchemi Wealth, LLC | History | New | 16,721 | 1,006 | 0.55% | — | 422 | +16,721 | New | Q4 2025 | Feb 13, 2026 |
| IVC Wealth Advisors LLC | History | Reduced | 16,605 | 999 | 0.43% | 0.48% | 423 | -2,021 | -10.85% | Q4 2025 | Jan 16, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 16,469 | 990 | 0.03% | 0.03% | 424 | -372 | -2.21% | Q4 2025 | Feb 05, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 16,428 | 988 | 0.67% | 0.81% | 425 | -3,942 | -19.35% | Q4 2025 | Jan 22, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 16,398 | 986 | 0.06% | 0.06% | 426 | -1,637 | -9.08% | Q4 2025 | Jan 20, 2026 |
| Sovran Advisors, LLC | History | Reduced | 15,831 | 985 | 0.08% | 0.1% | 427 | -4,134 | -20.71% | Q4 2025 | Jan 20, 2026 |
| Tactive Advisors, LLC | History | Reduced | 16,348 | 983 | 0.29% | 2.5% | 428 | -137,603 | -89.38% | Q4 2025 | Jan 09, 2026 |
| AE Wealth Management LLC | History | Added to | 16,243 | 977 | 0.01% | 0.01% | 429 | +1,599 | 10.92% | Q4 2025 | Jan 26, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 16,110 | 969 | 0.0% | 0.0% | 430 | +4,739 | 41.68% | Q4 2025 | Feb 10, 2026 |
| Sound Income Strategies, LLC | History | Added to | 15,660 | 965 | 0.05% | 0.0% | 431 | +14,193 | 967.48% | Q4 2025 | Jan 21, 2026 |
| Encompass More Asset Management | History | Reduced | 15,934 | 958 | 0.18% | 0.18% | 432 | -611 | -3.69% | Q4 2025 | Feb 03, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 15,738 | 956 | 0.32% | 0.28% | 433 | -307 | -1.91% | Q4 2025 | Jan 13, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Reduced | 15,852 | 953 | 0.32% | 0.31% | 434 | -387 | -2.38% | Q4 2025 | Jan 28, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 15,810 | 951 | 0.14% | — | 435 | +15,810 | New | Q4 2025 | Feb 13, 2026 |
| Harbor Asset Planning, Inc. | History | Reduced | 15,595 | 938 | 0.8% | 0.81% | 436 | -178 | -1.13% | Q4 2025 | Jan 26, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 15,556 | 935 | 0.02% | 0.05% | 437 | -18,165 | -53.87% | Q4 2025 | Feb 13, 2026 |
| Braeburn Wealth Management LLC | History | New | 15,509 | 933 | 0.48% | — | 438 | +15,509 | New | Q4 2025 | Feb 18, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 15,427 | 928 | 0.16% | 0.2% | 439 | -4,357 | -22.02% | Q4 2025 | Feb 10, 2026 |
| Cooper Financial Group | History | Reduced | 15,402 | 926 | 0.1% | 0.15% | 440 | -8,941 | -36.73% | Q4 2025 | Jan 08, 2026 |
| Revisor Wealth Management LLC | History | Added to | 15,149 | 926 | 0.25% | 0.15% | 441 | +7,703 | 103.45% | Q4 2025 | Jan 27, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Reduced | 15,172 | 912 | 0.45% | 0.49% | 442 | -528 | -3.36% | Q4 2025 | Jan 30, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Reduced | 15,129 | 910 | 0.25% | 0.25% | 443 | -553 | -3.53% | Q4 2025 | Feb 04, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 14,593 | 878 | 0.15% | 0.16% | 444 | -1,107 | -7.05% | Q4 2025 | Feb 17, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 14,297 | 860 | 0.29% | 0.3% | 445 | -1,000 | -6.54% | Q4 2025 | Jan 28, 2026 |
| NORTHERN TRUST CORP | History | Added to | 14,246 | 857 | 0.0% | 0.0% | 446 | +3,090 | 27.7% | Q4 2025 | Feb 17, 2026 |
| SlateStone Wealth, LLC | History | Reduced | 14,240 | 857 | 0.07% | 0.08% | 447 | -918 | -6.06% | Q4 2025 | Feb 11, 2026 |
| Sageworth Trust Co | History | No change | 14,190 | 853 | 0.04% | 0.04% | 448 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 14,124 | 849 | 0.01% | 0.04% | 449 | -22,460 | -61.39% | Q4 2025 | Jan 22, 2026 |
| BankPlus Trust Department | History | Reduced | 13,917 | 837 | 0.22% | 0.22% | 450 | -598 | -4.12% | Q4 2025 | Jan 27, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 13,847 | 833 | 0.18% | 0.26% | 451 | +330 | 2.44% | Q4 2025 | Feb 12, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | No change | 13,816 | 831 | 0.66% | 0.68% | 452 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 13,798 | 830 | 0.02% | 0.03% | 453 | -2,917 | -17.45% | Q4 2025 | Feb 13, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | Reduced | 13,720 | 825 | 0.83% | 1.29% | 454 | -3 | -0.02% | Q4 2025 | Feb 05, 2026 |
| Vertex Planning Partners, LLC | History | Reduced | 13,567 | 816 | 0.19% | 0.15% | 455 | -22 | -0.16% | Q4 2025 | Feb 17, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 13,228 | 795 | 0.13% | 0.14% | 456 | -739 | -5.29% | Q4 2025 | Feb 06, 2026 |
| Brookwood Investment Group LLC | History | Added to | 13,148 | 791 | 0.09% | 0.09% | 457 | +1,039 | 8.58% | Q4 2025 | Jan 22, 2026 |
| Mutual Advisors, LLC | History | Reduced | 13,083 | 787 | 0.02% | 0.02% | 458 | -175 | -1.32% | Q4 2025 | Feb 02, 2026 |
| Long Island Wealth Management, Inc. | History | Added to | 13,028 | 783 | 0.37% | 0.36% | 459 | +309 | 2.43% | Q4 2025 | Jan 21, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 12,934 | 778 | 0.12% | 0.13% | 460 | -1,432 | -9.97% | Q4 2025 | Feb 11, 2026 |
| KOM Wealth Management Group, LLC | History | Added to | 12,922 | 777 | 0.55% | 0.51% | 461 | +1,070 | 9.03% | Q4 2025 | Jan 23, 2026 |
| Quantinno Capital Management LP | History | New | 12,909 | 776 | 0.0% | — | 463 | +12,909 | New | Q4 2025 | Feb 17, 2026 |
| Balentine LLC | History | No change | 12,908 | 776 | 0.03% | 0.03% | 462 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Guardian Asset Advisors, LLC | History | Reduced | 12,782 | 769 | 0.4% | 0.41% | 464 | -641 | -4.78% | Q4 2025 | Jan 29, 2026 |
| Claro Advisors Inc. | History | Reduced | 12,743 | 766 | 0.1% | 0.11% | 465 | -179 | -1.39% | Q4 2025 | Feb 17, 2026 |
| Ancora Advisors LLC | History | Reduced | 12,532 | 754 | 0.02% | 0.02% | 466 | -5,054 | -28.74% | Q4 2025 | Feb 17, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 12,396 | 753 | 0.04% | 0.04% | 467 | +1,612 | 14.95% | Q4 2025 | Feb 12, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 12,410 | 746 | 0.08% | 0.07% | 470 | +2,158 | 21.05% | Q4 2025 | Feb 06, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 12,215 | 746 | 0.29% | 0.3% | 468 | -1,085 | -8.16% | Q4 2025 | Feb 13, 2026 |
| Autumn Glory Partners, LLC | History | Reduced | 12,414 | 746 | 0.26% | 0.3% | 469 | -198 | -1.57% | Q4 2025 | Jan 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 12,396 | 745 | 0.01% | 0.01% | 471 | +1,612 | 14.95% | Q4 2025 | Feb 06, 2026 |
| Lewis Asset Management, LLC | History | Added to | 12,388 | 745 | 0.3% | 0.27% | 472 | +1,116 | 9.9% | Q4 2025 | Jan 15, 2026 |
| Millstone Evans Group, LLC | History | Reduced | 12,189 | 733 | 0.43% | 0.45% | 473 | -232 | -1.87% | Q4 2025 | Feb 02, 2026 |
| Circle Wealth Management, LLC | History | No change | 11,967 | 720 | 0.01% | 0.01% | 474 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OxenFree Capital LLC | History | Added to | 11,945 | 718 | 0.38% | 0.32% | 475 | +1,786 | 17.58% | Q4 2025 | Jan 15, 2026 |
| Perissos Private Wealth Management, LLC | History | Reduced | 11,833 | 711 | 0.61% | 1.31% | 476 | -19,372 | -62.08% | Q4 2025 | Feb 09, 2026 |
| Sierra Capital LLC | History | Added to | 11,785 | 709 | 0.08% | 0.07% | 477 | +129 | 1.11% | Q4 2025 | Feb 18, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 11,775 | 708 | 0.04% | 0.05% | 478 | -2,741 | -18.88% | Q4 2025 | Feb 17, 2026 |
| MFA Wealth Services | History | Reduced | 11,742 | 706 | 0.48% | 0.5% | 479 | -874 | -6.93% | Q4 2025 | Jan 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 11,681 | 702 | 0.01% | 0.01% | 480 | -469 | -3.86% | Q4 2025 | Jan 14, 2026 |
| Ocean Park Asset Management, LLC | History | Reduced | 11,681 | 702 | 0.03% | 0.03% | 481 | -469 | -3.86% | Q4 2025 | Jan 15, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 11,582 | 696 | 0.08% | 0.08% | 482 | +1,404 | 13.79% | Q4 2025 | Feb 11, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 11,106 | 690 | 0.11% | 0.0% | 483 | +11,035 | 15542.25% | Q4 2025 | Feb 02, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Reduced | 11,435 | 688 | 0.32% | 0.49% | 484 | -6,052 | -34.61% | Q4 2025 | Feb 06, 2026 |
| FSA WEALTH PARTNERS, INC. | History | New | 11,425 | 687 | 0.25% | — | 486 | +11,425 | New | Q4 2025 | Jan 30, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 11,422 | 687 | 0.02% | 0.02% | 485 | -1,355 | -10.6% | Q4 2025 | Jan 09, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 11,377 | 684 | 0.24% | 0.33% | 487 | -5,796 | -33.75% | Q4 2025 | Feb 03, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 11,373 | 684 | 0.11% | 0.14% | 488 | -2,533 | -18.22% | Q4 2025 | Feb 17, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 11,354 | 683 | 0.09% | 0.11% | 489 | -1,814 | -13.78% | Q4 2025 | Feb 04, 2026 |
| Cairn Investment Group, Inc. | History | Added to | 11,340 | 682 | 0.32% | 0.27% | 490 | +940 | 9.04% | Q4 2025 | Feb 02, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 11,340 | 682 | 0.04% | 0.04% | 491 | +30 | 0.27% | Q4 2025 | Jan 07, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 11,210 | 681 | 0.43% | — | 492 | +11,210 | New | Q4 2025 | Feb 04, 2026 |
| CHANNEL WEALTH LLC | History | Reduced | 11,270 | 678 | 0.17% | 0.18% | 493 | -308 | -2.66% | Q4 2025 | Feb 03, 2026 |
| Berger Financial Group, Inc | History | Added to | 11,220 | 675 | 0.04% | 0.04% | 494 | +308 | 2.82% | Q4 2025 | Jan 27, 2026 |
| MWA Asset Management | History | Reduced | 11,117 | 668 | 0.37% | 0.36% | 495 | -73 | -0.65% | Q4 2025 | Jan 29, 2026 |
| Tyche Wealth Partners LLC | History | Reduced | 11,061 | 665 | 0.11% | 0.12% | 496 | -534 | -4.61% | Q4 2025 | Jan 23, 2026 |
| Centerpoint Advisory Group | History | Reduced | 11,043 | 664 | 0.51% | 0.53% | 497 | -760 | -6.44% | Q4 2025 | Feb 03, 2026 |
| Teamwork Financial Advisors, LLC | History | Reduced | 10,948 | 658 | 0.07% | 0.08% | 498 | -3,309 | -23.21% | Q4 2025 | Jan 09, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 10,822 | 651 | 0.0% | 0.0% | 499 | +2,263 | 26.44% | Q4 2025 | Feb 12, 2026 |
| 5T Wealth, LLC | History | Reduced | 10,692 | 643 | 0.26% | 0.37% | 500 | -4,060 | -27.52% | Q4 2025 | Jan 27, 2026 |
| ProVise Management Group, LLC | History | Added to | 10,620 | 639 | 0.05% | 0.04% | 501 | +78 | 0.74% | Q4 2025 | Jan 29, 2026 |
| TAGStone Capital, Inc. | History | Added to | 10,454 | 635 | 0.24% | 0.24% | 502 | +28 | 0.27% | Q4 2025 | Feb 10, 2026 |
| Chicago Wealth Management, Inc. | History | Added to | 10,545 | 634 | 0.25% | 0.16% | 503 | +4,109 | 63.84% | Q4 2025 | Feb 17, 2026 |
| Hofer & Associates. Inc | History | Added to | 10,474 | 630 | 0.33% | 0.34% | 504 | +171 | 1.66% | Q4 2025 | Jan 15, 2026 |
| NOVEM GROUP | History | Reduced | 10,427 | 627 | 0.07% | 0.07% | 506 | -590 | -5.36% | Q4 2025 | Jan 27, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Reduced | 10,434 | 627 | 0.1% | 0.1% | 505 | -410 | -3.78% | Q4 2025 | Jan 28, 2026 |
| WCG Wealth Advisors LLC | History | New | 10,335 | 621 | 0.02% | — | 509 | +10,335 | New | Q4 2025 | Feb 10, 2026 |
| Keystone Financial Group | History | Added to | 10,328 | 621 | 0.05% | 0.03% | 508 | +2,388 | 30.08% | Q4 2025 | Feb 06, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 10,336 | 621 | 0.24% | 0.23% | 507 | -62 | -0.6% | Q4 2025 | Feb 13, 2026 |
| PFG Investments, LLC | History | Reduced | 10,305 | 620 | 0.03% | 0.03% | 510 | -900 | -8.03% | Q4 2025 | Jan 26, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | Reduced | 10,309 | 620 | 0.16% | 0.17% | 511 | -77 | -0.74% | Q4 2025 | Jan 16, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 10,178 | 612 | 0.05% | 0.05% | 512 | -236 | -2.27% | Q4 2025 | Jan 29, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 10,122 | 609 | 0.02% | 0.23% | 513 | -89,043 | -89.79% | Q4 2025 | Feb 13, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 10,045 | 604 | 0.03% | 0.03% | 514 | -189 | -1.85% | Q4 2025 | Jan 26, 2026 |
| Madison Wealth Partners, Inc | History | New | 10,036 | 603 | 0.11% | — | 516 | +10,036 | New | Q4 2025 | Feb 10, 2026 |
| Bleakley Financial Group, LLC | History | New | 10,036 | 603 | 0.01% | — | 518 | +10,036 | New | Q4 2025 | Feb 09, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 10,022 | 603 | 0.22% | 0.23% | 517 | -574 | -5.42% | Q4 2025 | Jan 13, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 10,024 | 603 | 0.04% | 0.05% | 515 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Added to | 9,900 | 601 | 0.24% | 0.19% | 520 | +2,000 | 25.32% | Q4 2025 | Jan 22, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 10,000 | 601 | 0.04% | 0.04% | 519 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 9,984 | 600 | 0.0% | 0.0% | 521 | +5,195 | 108.48% | Q4 2025 | Feb 13, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Reduced | 9,967 | 599 | 0.62% | 1.67% | 522 | -23,629 | -70.33% | Q4 2025 | Jan 16, 2026 |
| Lionsbridge Wealth Management LLC | History | Reduced | 9,870 | 593 | 0.6% | 0.56% | 523 | -22 | -0.22% | Q4 2025 | Jan 26, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | New | 9,842 | 592 | 0.45% | — | 525 | +9,842 | New | Q4 2025 | Feb 11, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 9,855 | 592 | 0.0% | 0.0% | 524 | +4,886 | 98.33% | Q4 2025 | Feb 13, 2026 |
| Bravias Capital Group, LLC | History | Reduced | 9,790 | 589 | 0.36% | 0.38% | 526 | -53 | -0.54% | Q4 2025 | Jan 29, 2026 |
| Balefire, LLC | History | Reduced | 9,699 | 583 | 0.11% | 0.11% | 527 | -198 | -2.0% | Q4 2025 | Jan 12, 2026 |
| Inspire Advisors, LLC | History | Reduced | 9,679 | 582 | 0.05% | 0.05% | 528 | -99 | -1.01% | Q4 2025 | Feb 13, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Reduced | 9,613 | 578 | 0.17% | 0.18% | 529 | -314 | -3.16% | Q4 2025 | Jan 21, 2026 |
| Equity Wealth Partners, LLC | History | Reduced | 9,573 | 575 | 0.37% | 0.74% | 530 | -6,341 | -39.85% | Q4 2025 | Jan 26, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 9,528 | 573 | 0.03% | 0.03% | 531 | -682 | -6.68% | Q4 2025 | Feb 17, 2026 |
| BKM Wealth Management, LLC | History | Added to | 9,533 | 573 | 0.21% | 0.2% | 532 | +83 | 0.88% | Q4 2025 | Jan 29, 2026 |
| Next Level Wealth Planning, LLC | History | Reduced | 9,520 | 572 | 0.3% | 0.31% | 533 | -137 | -1.42% | Q4 2025 | Jan 26, 2026 |
| Coordinated Financial Services, Inc. | History | Reduced | 9,418 | 566 | 0.33% | 0.36% | 534 | -350 | -3.58% | Q4 2025 | Feb 09, 2026 |
| Windsor Advisory Group, LLC | History | Reduced | 9,388 | 564 | 0.5% | 1.62% | 535 | -22,415 | -70.48% | Q4 2025 | Feb 17, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Added to | 9,376 | 564 | 0.14% | 0.11% | 536 | +1,843 | 24.47% | Q4 2025 | Feb 17, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 9,357 | 563 | 0.12% | 0.13% | 537 | +409 | 4.57% | Q4 2025 | Feb 13, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 9,056 | 562 | 0.15% | 0.13% | 538 | +591 | 6.98% | Q4 2025 | Jan 26, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Reduced | 9,229 | 560 | 0.13% | 0.13% | 539 | -7 | -0.08% | Q4 2025 | Jan 28, 2026 |
| BNB Wealth Management, LLC | History | New | 9,232 | 555 | 0.36% | — | 540 | +9,232 | New | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 9,210 | 554 | 0.0% | 0.0% | 541 | -66 | -0.71% | Q4 2025 | Feb 17, 2026 |
| Savant Capital, LLC | History | Added to | 9,196 | 553 | 0.0% | 0.0% | 542 | +2,394 | 35.2% | Q4 2025 | Feb 10, 2026 |
| GTS SECURITIES LLC | History | Reduced | 9,188 | 552 | 0.02% | 0.11% | 543 | -39,056 | -80.96% | Q4 2025 | Feb 13, 2026 |
| Ranch Capital Advisors Inc. | History | Reduced | 9,106 | 552 | 0.2% | 0.2% | 544 | -34 | -0.37% | Q4 2025 | Feb 05, 2026 |
| Capstone Wealth Management Group LLC | History | Reduced | 9,100 | 547 | 0.33% | 0.4% | 545 | -1,900 | -17.27% | Q4 2025 | Jan 09, 2026 |
| Diligent Investors, LLC | History | No change | 9,025 | 543 | 0.13% | 0.13% | 546 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| GM Advisory Group, LLC | History | New | 8,999 | 541 | 0.02% | — | 547 | +8,999 | New | Q4 2025 | Feb 13, 2026 |
| GSG Advisors LLC | History | No change | 9,002 | 541 | 0.14% | 0.14% | 548 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 8,939 | 538 | 0.04% | 0.04% | 552 | -1,112 | -11.06% | Q4 2025 | Jan 16, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 8,957 | 538 | 0.0% | 0.0% | 549 | -874 | -8.89% | Q4 2025 | Feb 06, 2026 |
| Front Row Advisors LLC | History | Added to | 8,858 | 538 | 0.18% | 0.17% | 550 | +75 | 0.85% | Q4 2025 | Feb 12, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 8,918 | 538 | 0.16% | 0.17% | 551 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Bey-Douglas LLC | History | Reduced | 8,785 | 528 | 0.42% | 0.39% | 553 | -319 | -3.5% | Q4 2025 | Feb 13, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 8,731 | 525 | 0.01% | 0.01% | 554 | -200 | -2.24% | Q4 2025 | Feb 05, 2026 |
| Dakota Wealth Management | History | New | 8,664 | 521 | 0.01% | — | 555 | +8,664 | New | Q4 2025 | Jan 13, 2026 |
| Tranquility Partners, LLC | History | Reduced | 8,668 | 521 | 0.19% | 0.17% | 556 | -120 | -1.37% | Q4 2025 | Feb 03, 2026 |
| Opal Wealth Advisors, LLC | History | Reduced | 8,653 | 520 | 0.14% | 0.16% | 557 | -1,446 | -14.32% | Q4 2025 | Jan 26, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 8,627 | 519 | 0.13% | 0.13% | 558 | -229 | -2.59% | Q4 2025 | Jan 07, 2026 |
| Grant Street Asset Management, Inc. | History | Reduced | 8,599 | 517 | 0.1% | 0.15% | 559 | -3,681 | -29.98% | Q4 2025 | Jan 28, 2026 |
| Arax Advisory Partners | History | New | 8,463 | 509 | 0.01% | — | 560 | +8,463 | New | Q4 2025 | Feb 13, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 8,373 | 503 | 0.11% | 0.15% | 561 | -1,447 | -14.74% | Q4 2025 | Feb 02, 2026 |
| Jacksonville Wealth Management, LLC | History | No change | 8,372 | 503 | 0.36% | 0.35% | 562 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 8,352 | 502 | 0.01% | 0.01% | 563 | -751 | -8.25% | Q4 2025 | Feb 17, 2026 |
| Provident Living Financial Services, Inc. | History | New | 8,283 | 498 | 0.49% | — | 564 | +8,283 | New | Q4 2025 | Jan 21, 2026 |
| Welch Financial Planning, LLC | History | New | 8,129 | 489 | 0.36% | — | 565 | +8,129 | New | Q4 2025 | Feb 02, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 8,018 | 482 | 0.0% | 0.0% | 566 | -52 | -0.64% | Q4 2025 | Feb 12, 2026 |
| Cypress Capital Group | History | New | 8,000 | 481 | 0.05% | — | 567 | +8,000 | New | Q4 2025 | Feb 11, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 8,006 | 481 | 0.17% | 0.21% | 569 | -1,931 | -19.43% | Q4 2025 | Jan 22, 2026 |
| Jacobi Capital Management LLC | History | No change | 7,995 | 481 | 0.03% | 0.03% | 568 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | Reduced | 7,953 | 478 | 0.0% | 0.0% | 570 | -6,360 | -44.44% | Q4 2025 | Feb 12, 2026 |
| Summit Asset Management, LLC | History | Added to | 7,935 | 477 | 0.07% | 0.06% | 571 | +690 | 9.52% | Q4 2025 | Feb 09, 2026 |
| BankPlus Wealth Management LLC | History | No change | 7,937 | 477 | 0.26% | 0.27% | 572 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 7,901 | 475 | 0.43% | 0.04% | 573 | +3,278 | 70.91% | Q4 2025 | Feb 09, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 7,877 | 473 | 0.28% | — | 575 | +7,877 | New | Q4 2025 | Feb 11, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 7,875 | 473 | 0.05% | 0.05% | 574 | -750 | -8.7% | Q4 2025 | Jan 20, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 7,837 | 472 | 0.05% | 0.05% | 576 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| FIDUCIENT ADVISORS LLC | History | No change | 7,770 | 472 | 0.06% | 0.05% | 577 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Reduced | 7,774 | 467 | 0.16% | 0.27% | 578 | -5,187 | -40.02% | Q4 2025 | Feb 10, 2026 |
| Odyssey Capital Advisors, Inc. | History | New | 7,748 | 466 | 0.41% | — | 580 | +7,748 | New | Q4 2025 | Feb 05, 2026 |
| Maridea Wealth Management LLC | History | Added to | 7,752 | 466 | 0.07% | 0.07% | 579 | +79 | 1.03% | Q4 2025 | Jan 08, 2026 |
| Soundwatch Capital LLC | History | Added to | 7,686 | 462 | 0.07% | 0.04% | 581 | +2,847 | 58.83% | Q4 2025 | Feb 10, 2026 |
| Spire Wealth Management | History | Added to | 7,662 | 461 | 0.02% | 0.01% | 582 | +817 | 11.94% | Q4 2025 | Jan 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 7,552 | 454 | 0.02% | 0.02% | 583 | +3,112 | 70.09% | Q4 2025 | Jan 28, 2026 |
| Avantra Family Wealth, Inc. | History | Added to | 7,500 | 451 | 0.33% | 0.32% | 584 | +77 | 1.04% | Q4 2025 | Jan 21, 2026 |
| Prepared Retirement Institute LLC | History | No change | 7,429 | 447 | 0.22% | 0.22% | 585 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 7,420 | 446 | 0.23% | 0.14% | 586 | +1,012 | 15.79% | Q4 2025 | Feb 18, 2026 |
| M3 Advisory Group, LLC | History | Added to | 7,235 | 435 | 0.27% | 0.25% | 587 | +233 | 3.33% | Q4 2025 | Jan 16, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 6,920 | 428 | 0.05% | 0.05% | 588 | -219 | -3.07% | Q4 2025 | Jan 14, 2026 |
| Northwest Wealth Advisors, LLC | History | New | 7,109 | 427 | 0.33% | — | 589 | +7,109 | New | Q4 2025 | Feb 06, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 7,086 | 426 | 0.03% | 0.03% | 590 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 7,019 | 422 | 0.01% | — | 592 | +7,019 | New | Q4 2025 | Feb 13, 2026 |
| Continuum Advisory, LLC | History | Added to | 7,030 | 422 | 0.04% | 0.04% | 591 | +52 | 0.75% | Q4 2025 | Feb 11, 2026 |
| RTD Financial Advisors, Inc. | History | No change | 7,000 | 421 | 0.05% | 0.05% | 593 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Advisor Resource Council | History | Reduced | 6,970 | 419 | 0.15% | 0.57% | 594 | -400 | -5.43% | Q4 2025 | Feb 10, 2026 |
| SOL Capital Management CO | History | No change | 6,895 | 415 | 0.04% | 0.04% | 595 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CHOREO, LLC | History | Reduced | 6,746 | 409 | 0.01% | 0.01% | 596 | -8,000 | -54.25% | Q4 2025 | Jan 23, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 6,803 | 409 | 0.1% | 0.11% | 597 | -690 | -9.21% | Q4 2025 | Feb 05, 2026 |
| RFG Advisory, LLC | History | Reduced | 6,792 | 408 | 0.01% | 0.02% | 598 | -10,694 | -61.16% | Q4 2025 | Feb 03, 2026 |
| Bay Capital Advisors, LLC | History | Reduced | 6,783 | 408 | 0.25% | 0.34% | 599 | -2,210 | -24.57% | Q4 2025 | Jan 16, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 6,667 | 401 | 0.05% | 0.05% | 600 | -24 | -0.36% | Q4 2025 | Jan 15, 2026 |
| Caprock Group, LLC | History | No change | 6,550 | 398 | 0.01% | 0.01% | 601 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 6,502 | 395 | 0.04% | 0.04% | 602 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SIERRA SUMMIT ADVISORS LLC | History | New | 6,485 | 390 | 0.06% | — | 603 | +6,485 | New | Q4 2025 | Feb 06, 2026 |
| ETF Store, Inc. | History | Added to | 6,302 | 379 | 0.39% | 0.38% | 604 | +137 | 2.22% | Q4 2025 | Jan 22, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 6,297 | 378 | 0.13% | 0.14% | 606 | -44 | -0.69% | Q4 2025 | Feb 13, 2026 |
| Trust Point Inc. | History | No change | 6,284 | 378 | 0.03% | 0.03% | 605 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Capasso Planning Partners LLC | History | Reduced | 6,273 | 377 | 0.21% | 0.35% | 607 | -3,561 | -36.21% | Q4 2025 | Feb 17, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 6,271 | 377 | 0.18% | 0.05% | 608 | +2,496 | 66.12% | Q4 2025 | Feb 06, 2026 |
| L & S Advisors Inc | History | Added to | 6,110 | 367 | 0.03% | 0.03% | 609 | +169 | 2.84% | Q4 2025 | Feb 05, 2026 |
| Oxler Private Wealth LLC | History | No change | 6,084 | 366 | 0.11% | 0.1% | 610 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 6,057 | 364 | 0.24% | 0.27% | 611 | -428 | -6.6% | Q4 2025 | Jan 07, 2026 |
| Socha Financial Group, LLC | History | Reduced | 5,986 | 360 | 0.18% | 0.19% | 612 | -1,827 | -23.38% | Q4 2025 | Jan 30, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 5,924 | 356 | 0.08% | 0.09% | 613 | -972 | -14.1% | Q4 2025 | Jan 15, 2026 |
| Richardson Capital Management LLC | History | Added to | 5,910 | 355 | 0.18% | 0.16% | 614 | +73 | 1.25% | Q4 2025 | Jan 30, 2026 |
| McAlister, Sweet & Associates, Inc. | History | No change | 5,908 | 355 | 0.27% | 0.22% | 615 | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| Rothschild Capital Partners, LLC | History | Added to | 5,817 | 350 | 0.08% | 0.07% | 616 | +796 | 15.85% | Q4 2025 | Feb 17, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 5,814 | 349 | 0.0% | 0.0% | 617 | +1,547 | 36.25% | Q4 2025 | Jan 30, 2026 |
| REGIMEN WEALTH, LLC | History | Reduced | 5,748 | 345 | 0.1% | 0.1% | 618 | -9 | -0.16% | Q4 2025 | Feb 09, 2026 |
| North Capital, Inc. | History | Added to | 5,725 | 344 | 0.3% | 0.24% | 619 | +269 | 4.93% | Q4 2025 | Feb 18, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 5,651 | 340 | 0.0% | 0.0% | 620 | -1 | -0.02% | Q4 2025 | Jan 21, 2026 |
| Carrera Capital Advisors | History | New | 5,569 | 338 | 0.06% | — | 622 | +5,569 | New | Q4 2025 | Jan 30, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 5,629 | 338 | 0.01% | 0.01% | 621 | -4,245 | -42.99% | Q4 2025 | Feb 05, 2026 |
| MSH Capital Advisors LLC | History | Added to | 5,629 | 338 | 0.07% | 0.06% | 623 | +2,028 | 56.32% | Q4 2025 | Feb 09, 2026 |
| True North Advisors, LLC | History | Added to | 5,578 | 335 | 0.04% | 0.05% | 624 | +513 | 10.13% | Q4 2025 | Jan 22, 2026 |
| Golden State Equity Partners | History | New | 5,476 | 329 | 0.05% | — | 625 | +5,476 | New | Q4 2025 | Jan 29, 2026 |
| HMV Wealth Advisors, LLC | History | No change | 5,373 | 323 | 0.16% | 0.17% | 626 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| IMG Wealth Management, Inc. | History | No change | 5,345 | 321 | 0.2% | 0.21% | 627 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 5,311 | 319 | 0.04% | 0.05% | 628 | -226 | -4.08% | Q4 2025 | Jan 21, 2026 |
| Plotkin Financial Advisors, LLC | History | Reduced | 5,294 | 318 | 0.16% | 0.16% | 629 | -362 | -6.4% | Q4 2025 | Feb 19, 2026 |
| Weaver Consulting Group | History | Reduced | 5,268 | 316 | 0.08% | 0.08% | 631 | -292 | -5.25% | Q4 2025 | Feb 10, 2026 |
| HCR Wealth Advisors | History | Added to | 5,256 | 316 | 0.03% | 0.03% | 630 | +100 | 1.94% | Q4 2025 | Jan 27, 2026 |
| BOKF, NA | History | No change | 5,212 | 313 | 0.0% | 0.0% | 632 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CRA Financial Services, LLC | History | Reduced | 5,200 | 312 | 0.04% | 0.04% | 633 | -200 | -3.7% | Q4 2025 | Jan 16, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 5,173 | 311 | 0.01% | 0.28% | 635 | -140,583 | -96.45% | Q4 2025 | Feb 17, 2026 |
| Garde Capital, Inc. | History | Reduced | 5,178 | 311 | 0.02% | 0.02% | 634 | -365 | -6.58% | Q4 2025 | Feb 10, 2026 |
| Stegent Equity Advisors, Inc. | History | Reduced | 5,127 | 308 | 0.24% | 1.88% | 637 | -35,077 | -87.25% | Q4 2025 | Jan 14, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 5,125 | 308 | 0.08% | 0.15% | 636 | -5,558 | -52.03% | Q4 2025 | Feb 09, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 5,071 | 305 | 0.21% | 0.23% | 638 | -554 | -9.85% | Q4 2025 | Jan 14, 2026 |
| Nautilus Advisors LLC | History | Reduced | 5,069 | 305 | 0.2% | 0.2% | 639 | -105 | -2.03% | Q4 2025 | Jan 22, 2026 |
| Ethos Financial Group, LLC | History | No change | 5,067 | 304 | 0.02% | 0.02% | 640 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Wealth Management Associates, Inc. | History | Reduced | 4,970 | 299 | 0.1% | 0.11% | 641 | -565 | -10.21% | Q4 2025 | Jan 20, 2026 |
| Advyzon Investment Management, LLC | History | New | 4,953 | 297 | 0.03% | — | 643 | +4,953 | New | Q4 2025 | Feb 13, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 4,938 | 297 | 0.05% | 0.0% | 642 | -59 | -1.18% | Q4 2025 | Mar 04, 2026 |
| Lavaca Capital LLC | History | New | 4,936 | 296 | 0.05% | — | 644 | +4,936 | New | Q4 2025 | Feb 13, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 4,923 | 296 | 0.02% | 0.02% | 645 | +86 | 1.78% | Q4 2025 | Feb 10, 2026 |
| ASSETMARK, INC | History | Added to | 4,913 | 295 | 0.0% | 0.0% | 646 | +1,458 | 42.2% | Q4 2025 | Jan 23, 2026 |
| Verdence Capital Advisors LLC | History | No change | 4,901 | 294 | 0.02% | 0.02% | 647 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| M.E. ALLISON & CO., INC. | History | No change | 4,885 | 293 | 0.2% | 0.19% | 648 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 4,837 | 291 | 0.0% | 0.01% | 649 | -2,007 | -29.32% | Q4 2025 | Feb 03, 2026 |
| Chancellor Financial Group WB LP | History | Added to | 4,760 | 286 | 0.19% | 0.16% | 651 | +710 | 17.53% | Q4 2025 | Feb 05, 2026 |
| SpringVest Wealth Management LLC | History | No change | 4,767 | 286 | 0.2% | 0.2% | 650 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 4,740 | 285 | 0.03% | 0.06% | 652 | -6,318 | -57.14% | Q4 2025 | Jan 28, 2026 |
| Coppell Advisory Solutions LLC | History | Reduced | 4,669 | 283 | 0.03% | 0.03% | 653 | -536 | -10.3% | Q4 2025 | Feb 17, 2026 |
| CEERA INVESTMENTS, LLC | History | No change | 4,695 | 282 | 0.11% | 0.08% | 654 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PINNACLE ASSOCIATES LTD | History | New | 4,654 | 280 | 0.0% | — | 655 | +4,654 | New | Q4 2025 | Feb 05, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | New | 4,654 | 280 | 0.02% | — | 656 | +4,654 | New | Q4 2025 | Feb 02, 2026 |
| OPTIMA CAPITAL LLC | History | Reduced | 4,607 | 279 | 0.12% | 0.14% | 657 | -318 | -6.46% | Q4 2025 | Jan 23, 2026 |
| Independence Wealth Advisors, LLC | History | New | 4,637 | 278 | 0.16% | — | 658 | +4,637 | New | Q4 2025 | Jan 09, 2026 |
| Sankala Group LLC | History | New | 4,284 | 278 | 0.22% | — | 659 | +4,284 | New | Q4 2025 | Mar 02, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Added to | 4,572 | 277 | 0.19% | 0.18% | 660 | +329 | 7.75% | Q4 2025 | Feb 02, 2026 |
| Secure Asset Management, LLC | History | Reduced | 4,584 | 275 | 0.04% | 0.07% | 661 | -2,590 | -36.1% | Q4 2025 | Jan 20, 2026 |
| Institute for Wealth Management, LLC. | History | New | 4,567 | 274 | 0.03% | — | 662 | +4,567 | New | Q4 2025 | Jan 27, 2026 |
| Excelsior Advisor Network LLC | History | New | 4,543 | 273 | 0.13% | — | 663 | +4,543 | New | Q4 2025 | Feb 13, 2026 |
| WoodTrust Financial Corp | History | No change | 4,500 | 271 | 0.03% | 0.03% | 664 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Trexquant Investment LP | History | Reduced | 4,470 | 268 | 0.0% | 0.0% | 666 | -700 | -13.54% | Q4 2025 | Feb 17, 2026 |
| Composition Wealth, LLC | History | No change | 4,457 | 268 | 0.0% | 0.0% | 665 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 4,350 | 261 | 0.23% | — | 667 | +4,350 | New | Q4 2025 | Feb 17, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 4,316 | 259 | 0.03% | 0.03% | 668 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BIP Wealth, LLC | History | New | 4,252 | 255 | 0.01% | — | 669 | +4,252 | New | Q4 2025 | Jan 21, 2026 |
| Aurora Private Wealth, Inc. | History | New | 4,201 | 253 | 0.17% | — | 670 | +4,201 | New | Q4 2025 | Feb 02, 2026 |
| Resurgent Financial Advisors LLC | History | Reduced | 4,209 | 253 | 0.13% | 0.13% | 671 | -309 | -6.84% | Q4 2025 | Feb 12, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 4,168 | 250 | 0.04% | 0.05% | 672 | -1,204 | -22.41% | Q4 2025 | Jan 12, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 4,058 | 248 | 0.03% | 0.04% | 673 | -2,377 | -36.94% | Q4 2025 | Jan 12, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 3,885 | 248 | 0.07% | 0.08% | 674 | -376 | -8.82% | Q4 2025 | Feb 10, 2026 |
| KPP Advisory Services LLC | History | Reduced | 4,104 | 246 | 0.04% | 0.04% | 675 | -331 | -7.46% | Q4 2025 | Feb 02, 2026 |
| Stark Wealth Management LLC | History | Reduced | 4,088 | 245 | 0.92% | 1.14% | 677 | -242 | -5.59% | Q4 2025 | Feb 17, 2026 |
| Novak & Powell Financial Services, Inc. | History | No change | 4,079 | 245 | 0.13% | 0.12% | 676 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | New | 4,053 | 243 | 0.03% | — | 679 | +4,053 | New | Q4 2025 | Jan 12, 2026 |
| Saxony Capital Management, LLC | History | Reduced | 4,039 | 243 | 0.15% | 0.15% | 678 | -43 | -1.05% | Q4 2025 | Jan 15, 2026 |
| Delta Investment Management, LLC | History | Reduced | 4,008 | 241 | 0.04% | 0.06% | 680 | -2,134 | -34.74% | Q4 2025 | Jan 30, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | Reduced | 3,627 | 233 | 0.14% | 4.93% | 681 | -118,501 | -97.03% | Q4 2025 | Feb 27, 2026 |
| KENNEDY INVESTMENT GROUP | History | No change | 3,858 | 232 | 0.09% | 0.09% | 682 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Accel Wealth Management | History | Added to | 3,844 | 231 | 0.06% | 0.06% | 683 | +360 | 10.33% | Q4 2025 | Jan 20, 2026 |
| WESPAC Advisors SoCal, LLC | History | Added to | 3,823 | 230 | 0.05% | 0.04% | 684 | +48 | 1.27% | Q4 2025 | Jan 07, 2026 |
| ProCore Advisors, LLC | History | New | 3,789 | 227 | 0.23% | — | 686 | +3,789 | New | Q4 2025 | Jan 21, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 3,744 | 227 | 0.11% | 0.1% | 685 | +200 | 5.64% | Q4 2025 | Feb 05, 2026 |
| SIMON QUICK ADVISORS, LLC | History | New | 3,736 | 224 | 0.01% | — | 687 | +3,736 | New | Q4 2025 | Jan 29, 2026 |
| Benson Wealth Management INC | History | New | 3,735 | 224 | 0.25% | — | 688 | +3,735 | New | Q4 2025 | Feb 12, 2026 |
| WBI INVESTMENTS, LLC | History | Reduced | 3,694 | 222 | 0.06% | 0.06% | 689 | -228 | -5.81% | Q4 2025 | Feb 13, 2026 |
| CHAPIN DAVIS, INC. | History | No change | 3,650 | 219 | 0.05% | 0.05% | 690 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Headlands Technologies LLC | History | No change | 3,651 | 219 | 0.02% | 0.02% | 691 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 3,606 | 216 | 0.14% | 0.19% | 693 | -1,670 | -31.65% | Q4 2025 | Feb 10, 2026 |
| CERTUITY, LLC | History | No change | 3,593 | 216 | 0.01% | 0.01% | 692 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | New | 3,585 | 215 | 0.1% | — | 694 | +3,585 | New | Q4 2025 | Feb 17, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | New | 3,566 | 214 | 0.01% | — | 695 | +3,566 | New | Q4 2025 | Feb 13, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 3,536 | 214 | 0.01% | 0.01% | 696 | -132 | -3.6% | Q4 2025 | Jan 20, 2026 |
| Argent Trust Co | History | Reduced | 3,541 | 213 | 0.01% | 0.01% | 697 | -172 | -4.63% | Q4 2025 | Feb 10, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | New | 3,530 | 212 | 0.07% | — | 698 | +3,530 | New | Q4 2025 | Jan 27, 2026 |
| First Western Trust Bank | History | New | 3,510 | 211 | 0.01% | — | 699 | +3,510 | New | Q4 2025 | Feb 12, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 3,495 | 210 | 0.01% | 0.02% | 700 | -3,046 | -46.57% | Q4 2025 | Feb 17, 2026 |
| Ruggaard & Associates LLC | History | New | 3,470 | 208 | 0.08% | — | 701 | +3,470 | New | Q4 2025 | Feb 20, 2026 |
| Facet Wealth, Inc. | History | New | 3,319 | 206 | 0.0% | — | 702 | +3,319 | New | Q4 2025 | Jan 29, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 3,415 | 205 | 0.01% | 0.02% | 703 | -1,065 | -23.77% | Q4 2025 | Feb 13, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Reduced | 3,423 | 205 | 0.06% | 0.06% | 704 | -202 | -5.57% | Q4 2025 | Feb 10, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 3,362 | 202 | 0.11% | — | 705 | +3,362 | New | Q4 2025 | Feb 18, 2026 |
| Spectrum Strategic Capital Management, LLC | History | Reduced | 3,352 | 201 | 0.11% | 2.95% | 706 | -96,892 | -96.66% | Q4 2025 | Feb 05, 2026 |
| Realta Investment Advisors | History | Reduced | 3,344 | 201 | 0.07% | 0.07% | 707 | -127 | -3.66% | Q4 2025 | Jan 20, 2026 |
| WHITTIER TRUST CO | History | No change | 3,242 | 199 | 0.0% | 0.0% | 708 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Added to | 3,302 | 198 | 0.07% | 0.06% | 709 | +557 | 20.29% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 3,259 | 196 | 0.0% | 0.0% | 710 | -1,493 | -31.42% | Q4 2025 | Feb 12, 2026 |
| CoreCap Advisors, LLC | History | Added to | 3,249 | 195 | 0.01% | 0.01% | 711 | +358 | 12.38% | Q4 2025 | Jan 13, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 3,250 | 195 | 0.06% | 0.06% | 712 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| YANKCOM Partnership | History | New | 2,993 | 180 | 0.08% | — | 713 | +2,993 | New | Q4 2025 | Jan 20, 2026 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 2,992 | 180 | 0.13% | 0.14% | 714 | -200 | -6.27% | Q4 2025 | Feb 10, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 2,893 | 174 | 0.0% | 0.0% | 715 | -35 | -1.2% | Q4 2025 | Jan 20, 2026 |
| S.A. Mason LLC | History | Added to | 2,695 | 162 | 0.06% | 0.07% | 716 | +95 | 3.65% | Q4 2025 | Jan 29, 2026 |
| McIlrath & Eck, LLC | History | Added to | 2,591 | 155 | 0.01% | 0.01% | 717 | +830 | 47.13% | Q4 2025 | Feb 03, 2026 |
| WFA of San Diego, LLC | History | No change | 2,544 | 153 | 0.11% | 0.1% | 718 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 2,402 | 144 | 0.07% | 0.06% | 719 | -3 | -0.12% | Q4 2025 | Feb 03, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 2,111 | 127 | 0.0% | — | 720 | +2,111 | New | Q4 2025 | Feb 13, 2026 |
| Asset Dedication, LLC | History | No change | 2,125 | 127 | 0.01% | 0.01% | 721 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Triumph Capital Management | History | Reduced | 2,032 | 122 | 0.03% | 0.12% | 722 | -5,871 | -74.29% | Q4 2025 | Feb 12, 2026 |
| LRI Investments, LLC | History | Added to | 1,984 | 119 | 0.01% | 0.01% | 723 | +110 | 5.87% | Q4 2025 | Feb 04, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,968 | 118 | 0.04% | 0.04% | 724 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 1,865 | 117 | 0.16% | 0.17% | 725 | -192 | -9.33% | Q4 2025 | Feb 10, 2026 |
| Turning Point Benefit Group, Inc. | History | Reduced | 1,919 | 115 | 0.06% | 0.08% | 726 | -245 | -11.32% | Q4 2025 | Jan 30, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Added to | 1,790 | 107 | 0.01% | 0.0% | 727 | +625 | 53.65% | Q4 2025 | Jan 23, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 1,726 | 105 | 0.01% | 0.0% | 728 | +1,564 | 965.43% | Q4 2025 | Jan 28, 2026 |
| Bare Financial Services, Inc | History | No change | 1,736 | 104 | 0.03% | 0.03% | 729 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Blue Trust, Inc. | History | No change | 1,719 | 103 | 0.0% | 0.0% | 730 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Orion Capital Management LLC | History | No change | 1,700 | 102 | 0.03% | 0.03% | 731 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| TD Capital Management LLC | History | No change | 1,685 | 101 | 0.01% | 0.01% | 732 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| SageView Advisory Group, LLC | History | New | 1,605 | 96 | 0.0% | — | 733 | +1,605 | New | Q4 2025 | Feb 17, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 1,585 | 95 | 0.01% | 0.01% | 734 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 1,572 | 94 | 0.04% | 0.04% | 735 | +50 | 3.29% | Q4 2025 | Jan 30, 2026 |
| Oakworth Capital, Inc. | History | No change | 1,568 | 94 | 0.01% | 0.01% | 736 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Anchor Investment Management, LLC | History | No change | 1,551 | 93 | 0.01% | 0.01% | 737 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Crewe Advisors LLC | History | No change | 1,514 | 91 | 0.01% | 0.01% | 738 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Coastline Trust Co | History | Reduced | 1,351 | 81 | 0.01% | 0.01% | 739 | -206 | -13.23% | Q4 2025 | Jan 05, 2026 |
| High Note Wealth, LLC | History | New | 1,317 | 79 | 0.02% | — | 740 | +1,317 | New | Q4 2025 | Feb 05, 2026 |
| Arlington Trust Co LLC | History | Reduced | 1,280 | 77 | 0.01% | 0.01% | 742 | -150 | -10.49% | Q4 2025 | Jan 30, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 1,280 | 77 | 0.01% | 0.01% | 741 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 1,206 | 72 | 0.05% | — | 743 | +1,206 | New | Q4 2025 | Feb 19, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 1,098 | 66 | 0.02% | 0.01% | 744 | +971 | 764.57% | Q4 2025 | Jan 20, 2026 |
| Hilltop National Bank | History | No change | 1,100 | 66 | 0.02% | 0.02% | 745 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| CENTRAL TRUST Co | History | Reduced | 1,067 | 64 | 0.0% | 0.0% | 746 | -275 | -20.49% | Q4 2025 | Feb 02, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 1,055 | 63 | 0.01% | 0.01% | 747 | -21 | -1.95% | Q4 2025 | Feb 24, 2026 |
| SRH ADVISORS, LLC | History | No change | 1,040 | 62 | 0.02% | 0.02% | 748 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 1,026 | 61 | 0.02% | — | 749 | +1,026 | New | Q4 2025 | Feb 05, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Reduced | 1,022 | 61 | 0.04% | 0.04% | 750 | -1 | -0.1% | Q4 2025 | Feb 11, 2026 |
| TRUST CO OF VERMONT | History | New | 1,000 | 60 | 0.0% | — | 751 | +1,000 | New | Q4 2025 | Jan 16, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 964 | 58 | 0.01% | 0.02% | 752 | -550 | -36.33% | Q4 2025 | Feb 13, 2026 |
| MidFirst Bank | History | New | 939 | 56 | 0.0% | — | 753 | +939 | New | Q4 2025 | Feb 25, 2026 |
| Crews Bank & Trust | History | No change | 926 | 55 | 0.01% | 0.01% | 754 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| MONTAG A & ASSOCIATES INC | History | New | 890 | 54 | 0.0% | — | 755 | +890 | New | Q4 2025 | Feb 02, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 889 | 53 | 0.01% | 0.0% | 756 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Newbridge Financial Services Group, Inc. | History | Added to | 880 | 52 | 0.01% | 0.01% | 757 | +174 | 24.65% | Q4 2025 | Jan 21, 2026 |
| Missouri Trust & Investment Co | History | No change | 861 | 51 | 0.01% | 0.01% | 758 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 738 | 44 | 0.0% | 0.0% | 759 | +123 | 20.0% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 706 | 42 | 0.0% | — | 761 | +706 | New | Q4 2025 | Feb 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 714 | 42 | 0.0% | 0.0% | 760 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Bank of Jackson Hole Trust | History | No change | 650 | 39 | 0.02% | 0.02% | 762 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Tidemark, LLC | History | No change | 633 | 38 | 0.01% | 0.01% | 763 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BESSEMER GROUP INC | History | New | 600 | 36 | 0.0% | — | 765 | +600 | New | Q4 2025 | Feb 05, 2026 |
| FIRST HORIZON CORP | History | Added to | 603 | 36 | 0.0% | 0.0% | 764 | +465 | 336.96% | Q4 2025 | Jan 27, 2026 |
| Bogart Wealth, LLC | History | No change | 611 | 36 | 0.0% | 0.0% | 766 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| GAMMA Investing LLC | History | No change | 585 | 35 | 0.0% | 0.0% | 767 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Register Financial Advisors LLC | History | No change | 575 | 34 | 0.01% | 0.01% | 768 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 539 | 32 | 0.0% | 0.0% | 769 | +232 | 75.57% | Q4 2025 | Feb 11, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 500 | 30 | 0.0% | 0.0% | 770 | -179 | -26.36% | Q4 2025 | Feb 11, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 512 | 30 | 0.0% | 0.0% | 771 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| American Capital Advisory, LLC | History | No change | 500 | 30 | 0.01% | 0.01% | 772 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 506 | 30 | 0.03% | 0.03% | 773 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Redwood Park Advisors LLC | History | No change | 500 | 30 | 0.02% | 0.02% | 774 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 485 | 29 | 0.0% | — | 775 | +485 | New | Q4 2025 | Jan 07, 2026 |
| Colonial Trust Co / SC | History | Added to | 496 | 29 | 0.0% | 0.0% | 776 | +316 | 175.56% | Q4 2025 | Feb 12, 2026 |
| Investors Research Corp | History | Reduced | 475 | 28 | 0.01% | 0.01% | 777 | -838 | -63.82% | Q4 2025 | Jan 06, 2026 |
| Cape Investment Advisory, Inc. | History | New | 475 | 28 | 0.01% | — | 779 | +475 | New | Q4 2025 | Feb 17, 2026 |
| Costello Asset Management, INC | History | No change | 477 | 28 | 0.01% | 0.01% | 778 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 451 | 27 | 0.02% | 0.08% | 781 | -13,508 | -96.77% | Q4 2025 | Feb 06, 2026 |
| Field & Main Bank | History | New | 450 | 27 | 0.01% | — | 780 | +450 | New | Q4 2025 | Jan 28, 2026 |
| Motiv8 Investments LLC | History | New | 430 | 26 | 0.01% | — | 782 | +430 | New | Q4 2025 | Feb 13, 2026 |
| Hughes Financial Services, LLC | History | No change | 427 | 25 | 0.0% | 0.0% | 783 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Larson Financial Group LLC | History | Reduced | 405 | 24 | 0.0% | 0.0% | 784 | -199 | -32.95% | Q4 2025 | Feb 06, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 410 | 24 | 0.01% | 0.01% | 785 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 389 | 23 | 0.0% | 0.0% | 786 | -917 | -70.21% | Q4 2025 | Feb 09, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 385 | 23 | 0.0% | 0.0% | 787 | -150 | -28.04% | Q4 2025 | Feb 03, 2026 |
| DV Trading LLC | History | New | 350 | 21 | 0.0% | — | 790 | +350 | New | Q4 2025 | Feb 17, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 356 | 21 | 0.0% | 0.0% | 788 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| NVWM, LLC | History | No change | 359 | 21 | 0.0% | 0.0% | 789 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Founders Financial Alliance, LLC | History | No change | 354 | 21 | 0.0% | 0.0% | 791 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ORG Wealth Partners, LLC | History | No change | 340 | 20 | 0.0% | 0.0% | 792 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CX Institutional | History | New | 306 | 18 | 0.0% | — | 793 | +306 | New | Q4 2025 | Feb 02, 2026 |
| Dunhill Financial, LLC | History | No change | 300 | 18 | 0.0% | 0.0% | 794 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Abound Wealth Management | History | No change | 295 | 17 | 0.0% | 0.0% | 795 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| SHP Wealth Management | History | New | 281 | 16 | 0.0% | — | 796 | +281 | New | Q4 2025 | Mar 04, 2026 |
| Caitlin John, LLC | History | No change | 271 | 16 | 0.01% | 0.01% | 797 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Key Capital Management, INC | History | New | 252 | 15 | 0.01% | — | 801 | +252 | New | Q4 2025 | Jan 26, 2026 |
| Compass Financial Services Inc | History | Reduced | 250 | 15 | 0.01% | 0.01% | 799 | -213 | -46.0% | Q4 2025 | Feb 27, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 255 | 15 | 0.0% | 0.0% | 798 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |