SPDR SERIES TRUST - CWB
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 9 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,627,297 | 234,354 | 0.02% | 0.02% | 1 | -7,235 | -0.27% | Q4 2025 | Feb 17, 2026 |
| Howard Capital Management Inc. | History | Reduced | 2,315,588 | 206,550 | 2.67% | 2.78% | 2 | -4,753 | -0.2% | Q4 2025 | Jan 23, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 2,228,445 | 198,777 | 0.06% | 0.06% | 3 | -180,272 | -7.48% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Reduced | 1,591,638 | 141,974 | 0.01% | 0.01% | 4 | -22,908 | -1.42% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 1,578,806 | 140,829 | 0.04% | 0.04% | 5 | +35,217 | 2.28% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,483,024 | 132,285 | 0.02% | 0.02% | 6 | +48,840 | 3.41% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,434,849 | 127,988 | 0.14% | 0.17% | 7 | -165,872 | -10.36% | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | No change | 1,132,121 | 100,985 | 0.16% | 0.16% | 8 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,042,121 | 92,957 | 0.06% | 0.05% | 9 | +142,387 | 15.83% | Q4 2025 | Feb 10, 2026 |
| ASSETMARK, INC | History | Reduced | 911,754 | 81,328 | 0.17% | 0.21% | 10 | -171,767 | -15.85% | Q4 2025 | Jan 23, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 801,895 | 71,528 | 0.02% | 0.02% | 11 | -637 | -0.08% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 798,704 | 71,244 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 782,173 | 69,769 | 0.04% | 0.04% | 13 | +3,557 | 0.46% | Q4 2025 | Feb 06, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 548,444 | 48,921 | 0.01% | 0.0% | 14 | +440,188 | 406.62% | Q4 2025 | Feb 12, 2026 |
| Goodman Advisory Group, LLC | History | Reduced | 536,314 | 47,839 | 11.77% | 12.24% | 15 | -7,026 | -1.29% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 523,731 | 46,716 | 0.01% | 0.01% | 16 | +221,819 | 73.47% | Q4 2025 | Feb 18, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 522,905 | 46,643 | 0.01% | 0.01% | 17 | -60,700 | -10.4% | Q4 2025 | Mar 25, 2026 |
| UBS Group AG | History | Added to | 481,658 | 42,963 | 0.01% | 0.01% | 18 | +6,570 | 1.38% | Q4 2025 | Jan 29, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 472,893 | 42,182 | 0.36% | 0.4% | 19 | -33,584 | -6.63% | Q4 2025 | Feb 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 452,029 | 40,320 | 0.01% | 0.02% | 20 | +4,062 | 0.91% | Q4 2025 | Feb 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 429,407 | 38,303 | 0.28% | 0.31% | 21 | -18,503 | -4.13% | Q4 2025 | Feb 12, 2026 |
| One Wealth Map LLC | History | Reduced | 395,584 | 37,113 | 18.88% | 19.66% | 22 | -4,217 | -1.05% | Q4 2025 | Feb 04, 2026 |
| ROYAL BANK OF CANADA | History | New | 394,809 | 35,216 | 0.01% | — | 23 | +394,809 | New | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 300,389 | 26,795 | 0.07% | 0.07% | 24 | +34,842 | 13.12% | Q4 2025 | Feb 05, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | Reduced | 255,798 | 22,817 | 0.84% | 1.8% | 25 | -214,240 | -45.58% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 252,152 | 22,491 | 0.03% | 0.03% | 26 | -273 | -0.11% | Q4 2025 | Feb 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 249,064 | 22,216 | 0.01% | 0.01% | 27 | -16,256 | -6.13% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 238,919 | 22,145 | 0.03% | 0.03% | 28 | +21,054 | 9.66% | Q4 2025 | Jan 08, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 238,038 | 21,232 | 7.87% | 8.52% | 29 | +9,449 | 4.13% | Q4 2025 | Feb 17, 2026 |
| River Wealth Advisors LLC | History | Added to | 235,278 | 20,986 | 2.35% | 2.48% | 30 | +1,130 | 0.48% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 213,504 | 19,044 | 0.03% | 0.03% | 31 | -2,304 | -1.07% | Q4 2025 | Feb 02, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 195,532 | 17,442 | 0.02% | 0.02% | 32 | -17,814 | -8.35% | Q4 2025 | Feb 13, 2026 |
| XML Financial, LLC | History | Reduced | 188,094 | 16,778 | 1.37% | 1.39% | 33 | -457 | -0.24% | Q4 2025 | Feb 11, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 186,814 | 16,663 | 0.66% | 0.7% | 34 | -4,008 | -2.1% | Q4 2025 | Jan 14, 2026 |
| William Mack & Associates, Inc. | History | Added to | 181,336 | 16,175 | 7.61% | 7.24% | 35 | +32,553 | 21.88% | Q4 2025 | Feb 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 167,827 | 14,975 | 0.02% | 0.04% | 36 | -175,249 | -51.08% | Q4 2025 | Feb 17, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 166,735 | 14,872 | 0.11% | 0.12% | 37 | -19,679 | -10.56% | Q4 2025 | Feb 17, 2026 |
| Paulson Wealth Management Inc. | History | Added to | 165,923 | 14,800 | 3.42% | 3.46% | 38 | +3,975 | 2.45% | Q4 2025 | Feb 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 157,146 | 14,017 | 0.03% | 0.03% | 39 | +128 | 0.08% | Q4 2025 | Feb 11, 2026 |
| Lifestyle Asset Management, Inc. | History | Added to | 141,135 | 12,589 | 4.1% | 3.88% | 40 | +15,662 | 12.48% | Q4 2025 | Feb 11, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 140,331 | 12,517 | 0.14% | 0.15% | 41 | -2,781 | -1.94% | Q4 2025 | Jan 21, 2026 |
| Aegis Wealth Management, Inc. | History | New | 137,749 | 12,287 | 9.65% | — | 42 | +137,749 | New | Q4 2025 | Feb 05, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 134,364 | 11,985 | 0.17% | 0.14% | 43 | +4,143 | 3.18% | Q4 2025 | Feb 02, 2026 |
| Estate Counselors, LLC | History | Added to | 133,300 | 11,890 | 1.0% | 1.0% | 44 | +4,605 | 3.58% | Q4 2025 | Feb 02, 2026 |
| AMG National Trust Bank | History | Added to | 126,567 | 11,289 | 0.27% | 0.24% | 45 | +15,496 | 13.95% | Q4 2025 | Jan 30, 2026 |
| McAdam, LLC | History | Added to | 123,059 | 10,976 | 0.5% | 0.51% | 46 | +7,837 | 6.8% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 119,801 | 10,686 | 0.03% | 0.03% | 47 | +2,102 | 1.79% | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 117,760 | 10,504 | 0.06% | 0.07% | 48 | -4,546 | -3.72% | Q4 2025 | Feb 09, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 100,873 | 8,997 | 0.95% | 1.04% | 49 | -4,915 | -4.65% | Q4 2025 | Jan 20, 2026 |
| Anderson Financial Strategies, LLC | History | Added to | 99,942 | 8,914 | 5.17% | 5.25% | 50 | +2,030 | 2.07% | Q4 2025 | Feb 24, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 97,521 | 8,698 | 0.75% | 1.09% | 51 | +95,661 | 5143.06% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 94,655 | 8,443 | 0.04% | 0.04% | 52 | -1,474 | -1.53% | Q4 2025 | Feb 17, 2026 |
| PFG Advisors | History | Added to | 93,126 | 8,306 | 0.4% | 0.34% | 53 | +2,108 | 2.32% | Q4 2025 | Jan 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 92,365 | 8,238 | 0.05% | 0.05% | 54 | -340 | -0.37% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 91,286 | 8,142 | 0.03% | 0.02% | 55 | +40,739 | 80.6% | Q4 2025 | Feb 18, 2026 |
| Windsor Capital Management, LLC | History | Reduced | 89,134 | 7,950 | 2.19% | 2.28% | 56 | -1,982 | -2.18% | Q4 2025 | Jan 15, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Added to | 83,564 | 7,453 | 2.74% | 2.84% | 57 | +7,588 | 9.99% | Q4 2025 | Feb 11, 2026 |
| Petix & Botte Co | History | Reduced | 75,211 | 6,708 | 1.52% | 1.77% | 58 | -9,384 | -11.09% | Q4 2025 | Feb 05, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 75,056 | 6,694 | 0.02% | 0.02% | 59 | -30,621 | -28.98% | Q4 2025 | Feb 10, 2026 |
| Horizon Investments, LLC | History | Reduced | 74,789 | 6,671 | 0.08% | 0.36% | 60 | -226,234 | -75.16% | Q4 2025 | Feb 02, 2026 |
| Advisors Preferred, LLC | History | Reduced | 73,131 | 6,622 | 1.08% | 1.41% | 61 | -31,585 | -30.16% | Q4 2025 | Feb 02, 2026 |
| Baron Financial Group, LLC | History | Reduced | 72,501 | 6,467 | 3.47% | 3.65% | 62 | -1,065 | -1.45% | Q4 2025 | Jan 09, 2026 |
| Arkos Global Advisors | History | Reduced | 71,429 | 6,371 | 0.81% | 0.83% | 63 | -1,006 | -1.39% | Q4 2025 | Feb 13, 2026 |
| Kovitz Investment Group Partners, LLC | History | Added to | 70,276 | 6,268 | 0.14% | 0.01% | 64 | +30,027 | 74.6% | Q4 2025 | Feb 20, 2026 |
| HMS Capital Management, LLC | History | Added to | 70,180 | 6,260 | 2.59% | 2.64% | 65 | +874 | 1.26% | Q4 2025 | Jan 16, 2026 |
| Finward Bancorp | History | Reduced | 69,170 | 6,169 | 4.79% | 4.85% | 66 | -1,368 | -1.94% | Q4 2025 | Jan 21, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 67,668 | 6,065 | 0.01% | 0.01% | 67 | -1,368 | -1.98% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 64,895 | 5,788 | 0.0% | 0.0% | 68 | +150 | 0.23% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 62,660 | 5,589 | 0.0% | 0.0% | 69 | +2,289 | 3.79% | Q4 2025 | Feb 13, 2026 |
| World Investment Advisors | History | Added to | 61,385 | 5,475 | 0.09% | 0.03% | 70 | +46,647 | 316.51% | Q4 2025 | Mar 12, 2026 |
| David J Yvars Group | History | Added to | 61,257 | 5,464 | 2.91% | 2.65% | 71 | +6,572 | 12.02% | Q4 2025 | Jan 12, 2026 |
| Riggs Asset Managment Co. Inc. | History | Added to | 61,080 | 5,448 | 1.1% | 1.1% | 72 | +5,118 | 9.15% | Q4 2025 | Jan 29, 2026 |
| FSC Wealth Advisors, LLC | History | Reduced | 60,615 | 5,406 | 8.77% | 6.44% | 73 | -62,827 | -50.9% | Q4 2025 | Jan 22, 2026 |
| Allworth Financial LP | History | New | 57,139 | 5,096 | 0.02% | — | 74 | +57,139 | New | Q4 2025 | Feb 05, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 56,782 | 5,064 | 0.01% | 0.01% | 75 | +6,322 | 12.53% | Q4 2025 | Jan 26, 2026 |
| CWM, LLC | History | Added to | 56,431 | 5,034 | 0.01% | 0.0% | 76 | +47,211 | 512.05% | Q4 2025 | Jan 26, 2026 |
| Prospera Financial Services Inc | History | Added to | 56,237 | 5,016 | 0.08% | 0.08% | 77 | +4,333 | 8.35% | Q4 2025 | Feb 09, 2026 |
| HighTower Advisors, LLC | History | Added to | 55,114 | 4,916 | 0.01% | 0.01% | 78 | +1,010 | 1.87% | Q4 2025 | Feb 06, 2026 |
| Elevation Capital Advisory, LLC | History | Reduced | 54,994 | 4,905 | 2.0% | 2.43% | 79 | -12,314 | -18.3% | Q4 2025 | Jan 26, 2026 |
| Sterling Investment Advisors, Ltd. | History | Reduced | 54,257 | 4,839 | 0.89% | 0.97% | 80 | -595 | -1.08% | Q4 2025 | Feb 09, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 54,168 | 4,831 | 0.01% | 0.01% | 81 | -75 | -0.14% | Q4 2025 | Mar 16, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 53,849 | 4,803 | 0.12% | 0.1% | 82 | +9,439 | 21.25% | Q4 2025 | Jan 28, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 53,528 | 4,774 | 0.05% | 0.0% | 83 | +50,505 | 1670.69% | Q4 2025 | Jan 29, 2026 |
| AXS Investments LLC | History | Added to | 50,458 | 4,500 | 2.16% | 0.69% | 84 | +32,992 | 188.89% | Q4 2025 | Feb 10, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | New | 50,293 | 4,486 | 2.99% | — | 85 | +50,293 | New | Q4 2025 | Jan 29, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 49,552 | 4,420 | 0.01% | 0.01% | 86 | +5,575 | 12.68% | Q4 2025 | Feb 17, 2026 |
| Sage Capital Management, LLC | History | Added to | 49,425 | 4,409 | 2.04% | 2.01% | 87 | +154 | 0.31% | Q4 2025 | Jan 15, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 45,855 | 4,305 | 0.11% | 0.11% | 88 | +125 | 0.27% | Q4 2025 | Jan 28, 2026 |
| WESBANCO BANK INC | History | Added to | 47,699 | 4,254 | 0.12% | 0.12% | 89 | +214 | 0.45% | Q4 2025 | Feb 03, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 45,429 | 4,052 | 0.19% | 0.19% | 90 | -820 | -1.77% | Q4 2025 | Feb 17, 2026 |
| CIM, LLC | History | Added to | 43,968 | 3,921 | 0.51% | 0.51% | 91 | +838 | 1.94% | Q4 2025 | Feb 18, 2026 |
| Florin Court Capital LLP | History | Reduced | 43,895 | 3,915 | 5.45% | 5.51% | 92 | -33,800 | -43.5% | Q4 2025 | Feb 05, 2026 |
| IFP Advisors, Inc | History | Added to | 42,043 | 3,750 | 0.08% | 0.08% | 93 | +9,576 | 29.49% | Q4 2025 | Feb 06, 2026 |
| EFG International AG | History | New | 40,722 | 3,632 | 0.07% | — | 94 | +40,722 | New | Q4 2025 | Feb 17, 2026 |
| Hershey Financial Advisers, LLC | History | New | 40,554 | 3,617 | 3.06% | — | 95 | +40,554 | New | Q4 2025 | Feb 18, 2026 |
| Optivise Advisory Services LLC | History | Reduced | 40,500 | 3,612 | 2.08% | 2.69% | 96 | -9,567 | -19.11% | Q4 2025 | Jan 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 40,319 | 3,596 | 0.01% | 0.01% | 97 | +20,816 | 106.73% | Q4 2025 | Feb 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 39,176 | 3,494 | 0.0% | 0.0% | 98 | -119,216 | -75.27% | Q4 2025 | Feb 17, 2026 |
| FIL Ltd | History | No change | 35,920 | 3,204 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Added to | 35,848 | 3,197 | 0.0% | 0.0% | 100 | +17,732 | 97.88% | Q4 2025 | Jan 30, 2026 |
| Waverly Advisors, LLC | History | Reduced | 34,797 | 3,103 | 0.03% | 0.03% | 101 | -1,169 | -3.25% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 33,833 | 3,033 | 0.01% | 0.01% | 102 | -1,829 | -5.13% | Q4 2025 | Feb 05, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 35,398 | 3,032 | 0.07% | 0.06% | 103 | +2,609 | 7.96% | Q4 2025 | Feb 11, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 33,375 | 2,977 | 0.1% | 0.11% | 104 | -505 | -1.49% | Q4 2025 | Jan 12, 2026 |
| HF Advisory Group, LLC | History | Added to | 33,067 | 2,949 | 1.03% | 1.05% | 105 | +1,579 | 5.01% | Q4 2025 | Jan 23, 2026 |
| Mount Lucas Management LP | History | Reduced | 32,838 | 2,929 | 1.17% | 1.23% | 106 | -246 | -0.74% | Q4 2025 | Feb 05, 2026 |
| Indivisible Partners | History | New | 32,588 | 2,906 | 0.32% | — | 107 | +32,588 | New | Q4 2025 | Feb 03, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 32,285 | 2,879 | 0.01% | 0.01% | 108 | +203 | 0.63% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 31,859 | 2,841 | 0.0% | 0.0% | 109 | +1,963 | 6.57% | Q4 2025 | Feb 17, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 31,232 | 2,785 | 0.23% | 0.24% | 110 | -1,043 | -3.23% | Q4 2025 | Feb 13, 2026 |
| Powell Investment Advisors, LLC | History | Added to | 30,662 | 2,735 | 0.94% | 0.97% | 111 | +133 | 0.44% | Q4 2025 | Feb 09, 2026 |
| FOCUS Wealth Advisors, LLC | History | Reduced | 30,499 | 2,720 | 1.27% | 1.35% | 112 | -538 | -1.73% | Q4 2025 | Jan 09, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 30,364 | 2,708 | 0.01% | 0.01% | 113 | +2,158 | 7.65% | Q4 2025 | Jan 29, 2026 |
| Cordatus Wealth Management LLC | History | Added to | 30,151 | 2,689 | 0.62% | 0.55% | 114 | +4,237 | 16.35% | Q4 2025 | Jan 26, 2026 |
| Confluence Wealth Services, Inc. | History | Reduced | 28,954 | 2,582 | 0.11% | 0.14% | 115 | -1,711 | -5.58% | Q4 2025 | Jan 28, 2026 |
| Graetz Wealth LLC | History | New | 28,877 | 2,575 | 2.34% | — | 116 | +28,877 | New | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 28,495 | 2,541 | 0.01% | 0.01% | 117 | +526 | 1.88% | Q4 2025 | Feb 13, 2026 |
| SYKON CAPITAL LLC | History | Reduced | 28,195 | 2,514 | 0.81% | 1.14% | 118 | -9,631 | -25.46% | Q4 2025 | Feb 12, 2026 |
| Hudson Portfolio Management LLC | History | Added to | 28,177 | 2,513 | 2.16% | 2.13% | 119 | +1,591 | 5.98% | Q4 2025 | Feb 13, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 27,960 | 2,494 | 0.25% | 0.27% | 120 | -1,060 | -3.65% | Q4 2025 | Feb 13, 2026 |
| Emissary Wealth LLC | History | New | 27,596 | 2,461 | 2.07% | — | 121 | +27,596 | New | Q4 2025 | Jan 27, 2026 |
| Thrive Capital Management, LLC | History | Added to | 27,476 | 2,450 | 0.55% | 0.61% | 122 | +1,435 | 5.51% | Q4 2025 | Feb 09, 2026 |
| Sowell Financial Services LLC | History | Reduced | 27,031 | 2,411 | 0.09% | 0.1% | 123 | -643 | -2.32% | Q4 2025 | Jan 21, 2026 |
| Yorktown Management & Research Co Inc | History | Reduced | 27,000 | 2,408 | 1.92% | 3.61% | 124 | -23,000 | -46.0% | Q4 2025 | Jan 23, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 25,777 | 2,299 | 0.02% | 0.02% | 125 | -169 | -0.65% | Q4 2025 | Feb 17, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 25,676 | 2,290 | 0.06% | 0.03% | 126 | +9,940 | 63.17% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 24,947 | 2,225 | 0.0% | 0.0% | 127 | +6,541 | 35.54% | Q4 2025 | Mar 09, 2026 |
| Everstar Asset Management, LLC | History | Reduced | 24,480 | 2,183 | 1.17% | 1.27% | 128 | -200 | -0.81% | Q4 2025 | Feb 05, 2026 |
| Ocean Park Asset Management, LLC | History | Reduced | 24,225 | 2,160 | 0.1% | 2.14% | 130 | -549,562 | -95.78% | Q4 2025 | Jan 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 24,225 | 2,160 | 0.02% | 0.02% | 129 | +4,638 | 23.68% | Q4 2025 | Jan 14, 2026 |
| Disciplined Investments, LLC | History | Added to | 24,033 | 2,143 | 0.82% | 0.86% | 131 | +266 | 1.12% | Q4 2025 | Feb 05, 2026 |
| Private Advisory Group LLC | History | Added to | 23,676 | 2,111 | 0.17% | 0.17% | 132 | +1,187 | 5.28% | Q4 2025 | Jan 15, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Reduced | 23,545 | 2,100 | 0.92% | 1.0% | 133 | -469 | -1.95% | Q4 2025 | Jan 29, 2026 |
| Atria Investments, Inc | History | Reduced | 23,338 | 2,081 | 0.02% | 0.02% | 134 | -303 | -1.28% | Q4 2025 | Feb 05, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 23,069 | 2,057 | 0.1% | 0.1% | 135 | -76 | -0.33% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Added to | 22,910 | 2,043 | 0.01% | 0.01% | 136 | +2,325 | 11.29% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 22,754 | 2,029 | 0.03% | 0.03% | 137 | +355 | 1.58% | Q4 2025 | Feb 12, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 22,212 | 1,981 | 0.77% | 0.85% | 138 | -179 | -0.8% | Q4 2025 | Jan 28, 2026 |
| Montecito Bank & Trust | History | Reduced | 22,201 | 1,980 | 0.32% | 0.32% | 139 | -269 | -1.2% | Q4 2025 | Jan 09, 2026 |
| Parsonex Advisory Services, Inc. | History | Added to | 22,078 | 1,969 | 1.26% | 1.34% | 140 | +314 | 1.44% | Q4 2025 | Feb 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 22,021 | 1,964 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 21,768 | 1,941 | 0.23% | 0.13% | 142 | +13,118 | 151.65% | Q4 2025 | Feb 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 21,033 | 1,885 | 0.13% | 0.12% | 143 | +3,713 | 21.44% | Q4 2025 | Jan 15, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 21,094 | 1,881 | 0.18% | 0.19% | 144 | -352 | -1.64% | Q4 2025 | Jan 23, 2026 |
| SkyOak Wealth, LLC | History | No change | 20,831 | 1,858 | 0.33% | 0.36% | 145 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Brookstone Capital Management | History | Added to | 20,565 | 1,834 | 0.02% | 0.02% | 146 | +598 | 2.99% | Q4 2025 | Jan 15, 2026 |
| Advisory Alpha, LLC | History | Reduced | 20,452 | 1,824 | 0.05% | 0.05% | 147 | -790 | -3.72% | Q4 2025 | Feb 06, 2026 |
| Focus Partners Wealth | History | Added to | 19,795 | 1,765 | 0.0% | 0.0% | 149 | +2,140 | 12.12% | Q4 2025 | Feb 13, 2026 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | History | Reduced | 19,788 | 1,765 | 0.41% | 0.41% | 148 | -110 | -0.55% | Q4 2025 | Feb 13, 2026 |
| BURNS J W & CO INC/NY | History | Added to | 19,684 | 1,755 | 0.19% | 0.2% | 150 | +51 | 0.26% | Q4 2025 | Jan 12, 2026 |
| EP Wealth Advisors, LLC | History | New | 19,600 | 1,748 | 0.01% | — | 151 | +19,600 | New | Q4 2025 | Feb 18, 2026 |
| &PARTNERS | History | Added to | 19,365 | 1,727 | 0.01% | 0.0% | 152 | +11,020 | 132.06% | Q4 2025 | Feb 17, 2026 |
| CVA Family Office, LLC | History | Reduced | 19,255 | 1,717 | 0.2% | 0.22% | 153 | -68 | -0.35% | Q4 2025 | Jan 12, 2026 |
| CAPITAL CITY TRUST CO/FL | History | No change | 19,035 | 1,697 | 0.38% | 0.42% | 154 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | History | No change | 18,743 | 1,671 | 0.12% | 0.13% | 155 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 17,815 | 1,651 | 0.03% | 0.04% | 156 | -125 | -0.7% | Q4 2025 | Jan 26, 2026 |
| Calamos Advisors LLC | History | Added to | 18,445 | 1,645 | 0.01% | 0.0% | 157 | +14,730 | 396.5% | Q4 2025 | Jan 29, 2026 |
| CHESAPEAKE CAPITAL CORP /IL/ | History | No change | 18,371 | 1,638 | 1.37% | 1.49% | 158 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Tidal Investments LLC | History | No change | 18,371 | 1,638 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 18,186 | 1,622 | 0.03% | 0.04% | 160 | -777 | -4.1% | Q4 2025 | Feb 03, 2026 |
| Aristides Capital LLC | History | Added to | 18,166 | 1,620 | 0.29% | 0.23% | 161 | +830 | 4.79% | Q4 2025 | Feb 26, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | New | 17,966 | 1,602 | 0.0% | — | 162 | +17,966 | New | Q4 2025 | Feb 13, 2026 |
| Manske Wealth Management | History | Added to | 17,702 | 1,579 | 0.47% | 0.43% | 163 | +2,309 | 15.0% | Q4 2025 | Feb 03, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 17,366 | 1,549 | 0.13% | 0.13% | 164 | +527 | 3.13% | Q4 2025 | Jan 23, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 17,107 | 1,525 | 0.19% | 0.2% | 165 | +47 | 0.28% | Q4 2025 | Feb 13, 2026 |
| Ignite Planners, LLC | History | Reduced | 16,306 | 1,522 | 0.23% | 0.27% | 166 | -1,643 | -9.15% | Q4 2025 | Feb 06, 2026 |
| AE Wealth Management LLC | History | Reduced | 16,968 | 1,513 | 0.01% | 0.01% | 167 | -4,889 | -22.37% | Q4 2025 | Jan 26, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 16,766 | 1,495 | 0.0% | 0.0% | 168 | -1,471 | -8.07% | Q4 2025 | Feb 18, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 16,594 | 1,480 | 0.5% | 0.48% | 169 | -658 | -3.81% | Q4 2025 | Jan 13, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 16,480 | 1,469 | 0.4% | 0.47% | 170 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 16,252 | 1,449 | 0.21% | 0.21% | 171 | +601 | 3.84% | Q4 2025 | Feb 10, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 15,756 | 1,405 | 0.08% | 0.04% | 172 | +7,502 | 90.89% | Q4 2025 | Jan 20, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | Reduced | 15,222 | 1,378 | 0.82% | 0.97% | 173 | -3,239 | -17.55% | Q4 2025 | Jan 06, 2026 |
| Farrell Financial LLC | History | Added to | 15,314 | 1,366 | 0.81% | 0.77% | 174 | +1,778 | 13.14% | Q4 2025 | Jan 12, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Added to | 15,208 | 1,356 | 0.12% | 0.14% | 175 | +4,618 | 43.61% | Q4 2025 | Feb 11, 2026 |
| Global Retirement Partners, LLC | History | Added to | 15,052 | 1,342 | 0.02% | 0.01% | 176 | +7,758 | 106.36% | Q4 2025 | Feb 06, 2026 |
| Mariner, LLC | History | Added to | 14,953 | 1,333 | 0.0% | 0.0% | 177 | +2,061 | 15.99% | Q4 2025 | Feb 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 14,808 | 1,320 | 1.05% | — | 178 | +14,808 | New | Q4 2025 | Feb 11, 2026 |
| LFA - Lugano Financial Advisors SA | History | Added to | 14,651 | 1,306 | 0.67% | 0.67% | 179 | +670 | 4.79% | Q4 2025 | Jan 29, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 14,626 | 1,304 | 0.08% | 0.12% | 180 | -8,348 | -36.34% | Q4 2025 | Jan 30, 2026 |
| Curi Capital, LLC | History | Reduced | 14,272 | 1,273 | 0.02% | 0.02% | 181 | -1 | -0.01% | Q4 2025 | Feb 17, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Added to | 13,961 | 1,245 | 0.99% | 1.03% | 182 | +623 | 4.67% | Q4 2025 | Jan 21, 2026 |
| Guardian Capital, LLC | History | New | 13,781 | 1,229 | 1.1% | — | 183 | +13,781 | New | Q4 2025 | Feb 05, 2026 |
| MACKAY SHIELDS LLC | History | New | 13,633 | 1,216 | 0.04% | — | 184 | +13,633 | New | Q4 2025 | Jan 29, 2026 |
| Investors Research Corp | History | Reduced | 13,614 | 1,214 | 0.22% | 0.24% | 185 | -484 | -3.43% | Q4 2025 | Jan 06, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 13,559 | 1,209 | 0.26% | 0.16% | 186 | +5,578 | 69.89% | Q4 2025 | Jan 16, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 13,548 | 1,208 | 0.06% | 0.07% | 187 | +324 | 2.45% | Q4 2025 | Jan 28, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 13,329 | 1,188 | 0.01% | 0.01% | 188 | -1,184 | -8.16% | Q4 2025 | Jan 27, 2026 |
| FMR LLC | History | Added to | 13,222 | 1,179 | 0.0% | 0.0% | 189 | +5,517 | 71.6% | Q4 2025 | Feb 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 13,225 | 1,179 | 0.02% | 0.02% | 190 | +3,075 | 30.3% | Q4 2025 | Feb 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 13,225 | 1,179 | 0.06% | 0.06% | 191 | +3,075 | 30.3% | Q4 2025 | Feb 12, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 12,848 | 1,146 | 0.13% | 0.09% | 192 | +3,606 | 39.02% | Q4 2025 | Jan 29, 2026 |
| Fortis Group Advisors, LLC | History | New | 12,067 | 1,127 | 0.19% | — | 193 | +12,067 | New | Q4 2025 | Feb 06, 2026 |
| Nabity-Jensen Investment Management Inc | History | No change | 12,488 | 1,113 | 0.75% | 0.78% | 194 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Patten Group, Inc. | History | Reduced | 12,440 | 1,109 | 0.21% | 0.22% | 195 | -82 | -0.65% | Q4 2025 | Jan 23, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 12,425 | 1,108 | 0.01% | — | 196 | +12,425 | New | Q4 2025 | Feb 17, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 12,255 | 1,093 | 0.29% | 0.29% | 197 | +191 | 1.58% | Q4 2025 | Jan 16, 2026 |
| Arrow Investment Advisors, LLC | History | Reduced | 12,123 | 1,081 | 1.2% | 1.31% | 198 | -1,000 | -7.62% | Q4 2025 | Feb 09, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 11,985 | 1,069 | 0.0% | 0.0% | 199 | -15,787 | -56.85% | Q4 2025 | Feb 10, 2026 |
| Herold Advisors, Inc. | History | Reduced | 11,925 | 1,063 | 0.24% | 0.25% | 200 | -150 | -1.24% | Q4 2025 | Feb 17, 2026 |
| Occidental Asset Management, LLC | History | No change | 11,724 | 1,045 | 0.13% | 0.13% | 201 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| VestGen Investment Management | History | Reduced | 11,611 | 1,035 | 0.57% | 0.68% | 202 | -877 | -7.02% | Q4 2025 | Feb 18, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 11,501 | 1,025 | 0.12% | 0.12% | 203 | +43 | 0.38% | Q4 2025 | Jan 02, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | No change | 11,400 | 1,017 | 0.49% | 0.57% | 204 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Guardian Asset Advisors, LLC | History | Added to | 11,377 | 1,014 | 0.53% | 0.53% | 205 | +560 | 5.18% | Q4 2025 | Jan 29, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 11,251 | 1,003 | 0.19% | 0.2% | 206 | -236 | -2.05% | Q4 2025 | Jan 30, 2026 |
| Legacy Financial Group LLC | History | Added to | 10,731 | 995 | 0.12% | 0.12% | 207 | +302 | 2.9% | Q4 2025 | Feb 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 11,143 | 994 | 0.01% | 0.01% | 208 | +4,997 | 81.3% | Q4 2025 | Jan 20, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Reduced | 11,017 | 982 | 0.7% | 0.73% | 209 | -26 | -0.24% | Q4 2025 | Jan 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 11,000 | 981 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| M3 Advisory Group, LLC | History | Added to | 10,923 | 974 | 0.59% | 0.61% | 211 | +54 | 0.5% | Q4 2025 | Jan 16, 2026 |
| Sigma Planning Corp | History | Added to | 10,912 | 973 | 0.03% | 0.03% | 212 | +312 | 2.94% | Q4 2025 | Jan 30, 2026 |
| DELTA CAPITAL MANAGEMENT LLC | History | No change | 1,086,000 | 969 | 0.54% | 0.51% | 213 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Johnson Financial Group, Inc. | History | No change | 10,873 | 969 | 0.04% | 0.04% | 214 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| INTRUST BANK NA | History | No change | 10,725 | 956 | 0.08% | 0.08% | 215 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 10,600 | 945 | 0.0% | 0.0% | 216 | -521 | -4.68% | Q4 2025 | Feb 17, 2026 |
| SK Wealth Management, LLC | History | Reduced | 9,820 | 931 | 0.26% | 0.35% | 217 | -243 | -2.41% | Q4 2025 | Jan 30, 2026 |
| Peregrine Asset Advisers, Inc. | History | Added to | 10,407 | 928 | 0.26% | 0.27% | 218 | +459 | 4.61% | Q4 2025 | Feb 02, 2026 |
| Targeted Financial Services LLC | History | New | 10,340 | 922 | 0.79% | — | 219 | +10,340 | New | Q4 2025 | Mar 03, 2026 |
| HB Wealth Management, LLC | History | Reduced | 10,276 | 916 | 0.01% | 0.01% | 220 | -77 | -0.74% | Q4 2025 | Jan 28, 2026 |
| Towerpoint Wealth, LLC | History | Added to | 10,243 | 913 | 0.36% | 0.37% | 221 | +329 | 3.32% | Q4 2025 | Jan 15, 2026 |
| Capstone Wealth Management Group LLC | History | No change | 10,132 | 903 | 0.55% | 0.58% | 222 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Telos Capital Management, Inc. | History | Reduced | 9,975 | 889 | 0.08% | 0.09% | 223 | -275 | -2.68% | Q4 2025 | Jan 22, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 9,900 | 883 | 0.01% | 0.01% | 224 | -5 | -0.05% | Q4 2025 | Jan 29, 2026 |
| OneAscent Financial Services LLC | History | New | 9,864 | 879 | 0.08% | — | 225 | +9,864 | New | Q4 2025 | Feb 11, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 9,659 | 861 | 0.03% | 0.04% | 226 | -622 | -6.05% | Q4 2025 | Jan 12, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 9,618 | 857 | 0.13% | 0.12% | 227 | +653 | 7.28% | Q4 2025 | Jan 27, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 9,567 | 853 | 0.01% | — | 228 | +9,567 | New | Q4 2025 | Feb 18, 2026 |
| Lee-Kelleher Wealth Management | History | No change | 9,500 | 847 | 0.51% | 0.53% | 229 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| ROCKLAND TRUST CO | History | No change | 9,295 | 829 | 0.03% | 0.03% | 230 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Key FInancial Inc | History | No change | 9,219 | 822 | 0.15% | 0.16% | 231 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Stablepoint Partners, LLC | History | Added to | 9,164 | 817 | 0.13% | 0.13% | 232 | +111 | 1.23% | Q4 2025 | Jan 13, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 8,838 | 813 | 0.08% | 0.09% | 233 | -470 | -5.05% | Q4 2025 | Jan 12, 2026 |
| GeoWealth Management, LLC | History | Added to | 9,081 | 810 | 0.03% | 0.02% | 234 | +1,595 | 21.31% | Q4 2025 | Feb 17, 2026 |
| Portland Financial Advisors Inc | History | No change | 8,929 | 796 | 1.69% | 1.72% | 235 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Hobart Private Capital, LLC | History | Added to | 8,900 | 793 | 0.15% | 0.13% | 236 | +2,240 | 33.63% | Q4 2025 | Jan 27, 2026 |
| RCW Management, LLC | History | New | 8,751 | 780 | 0.79% | — | 237 | +8,751 | New | Q4 2025 | Jan 30, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 8,281 | 738 | 0.01% | 0.01% | 238 | -528 | -5.99% | Q4 2025 | Jan 23, 2026 |
| TFB Advisors LLC | History | Reduced | 8,212 | 732 | 0.2% | 0.22% | 239 | -73 | -0.88% | Q4 2025 | Feb 13, 2026 |
| M&T BANK CORP | History | No change | 8,100 | 722 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 7,983 | 712 | 0.01% | 0.01% | 241 | -825 | -9.37% | Q4 2025 | Feb 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 7,931 | 707 | 0.0% | 0.0% | 242 | +106 | 1.35% | Q4 2025 | Feb 11, 2026 |
| COMERICA BANK | History | Reduced | 7,812 | 696 | 0.0% | 0.0% | 243 | -50 | -0.64% | Q4 2025 | Jan 29, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 7,770 | 693 | 0.01% | 0.01% | 244 | -437 | -5.32% | Q4 2025 | Feb 05, 2026 |
| Strategic Financial Partners, Ltd. | History | Added to | 7,767 | 692 | 0.3% | 0.3% | 245 | +398 | 5.4% | Q4 2025 | Feb 11, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 7,758 | 691 | 0.48% | 0.5% | 246 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 7,645 | 681 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Invesco Ltd. | History | Reduced | 7,632 | 680 | 0.0% | 0.0% | 248 | -703 | -8.43% | Q4 2025 | Feb 19, 2026 |
| Maridea Wealth Management LLC | History | Added to | 7,624 | 680 | 0.1% | 0.11% | 249 | +11 | 0.14% | Q4 2025 | Jan 08, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 7,502 | 669 | 0.02% | 0.0% | 250 | +6,737 | 880.65% | Q4 2025 | Feb 04, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 7,390 | 659 | 0.14% | 0.26% | 251 | -4,720 | -38.98% | Q4 2025 | Feb 02, 2026 |
| Laraway Financial Advisors Inc | History | Reduced | 7,387 | 658 | 0.43% | 0.47% | 252 | -300 | -3.9% | Q4 2025 | Feb 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 7,350 | 655 | 0.0% | 0.0% | 253 | +100 | 1.38% | Q4 2025 | Jan 29, 2026 |
| WAYSTONE ADVISORS LLC | History | New | 7,202 | 642 | 0.55% | — | 254 | +7,202 | New | Q4 2025 | Feb 09, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 7,138 | 636 | 0.01% | 0.01% | 255 | -118 | -1.63% | Q4 2025 | Feb 10, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | Added to | 7,050 | 628 | 0.22% | 0.2% | 256 | +282 | 4.17% | Q4 2025 | Jan 30, 2026 |
| WEBSTER BANK, N. A. | History | No change | 6,991 | 623 | 0.06% | 0.06% | 257 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 6,990 | 623 | 0.03% | 0.03% | 258 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cerity Partners LLC | History | Added to | 6,917 | 617 | 0.0% | 0.0% | 259 | +399 | 6.12% | Q4 2025 | Feb 11, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 6,835 | 609 | 0.09% | 0.09% | 260 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Three Magnolias Financial Advisors, LLC | History | Added to | 6,789 | 605 | 0.38% | 0.34% | 261 | +750 | 12.42% | Q4 2025 | Jan 20, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 6,535 | 582 | 0.21% | 0.22% | 262 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Reduced | 6,435 | 574 | 0.04% | 0.04% | 263 | -30 | -0.46% | Q4 2025 | Jan 21, 2026 |
| FORM Wealth Advisors, LLC | History | New | 6,308 | 562 | 0.07% | — | 264 | +6,308 | New | Q4 2025 | Jan 28, 2026 |
| CAP Partners, LLC | History | Added to | 6,274 | 559 | 0.32% | 0.32% | 265 | +9 | 0.14% | Q4 2025 | Feb 04, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 6,112 | 545 | 0.01% | 0.02% | 266 | -408 | -6.26% | Q4 2025 | Feb 17, 2026 |
| LongView Wealth Management | History | Added to | 5,754 | 535 | 0.13% | 0.14% | 267 | +24 | 0.42% | Q4 2025 | Jan 13, 2026 |
| Annex Advisory Services, LLC | History | New | 5,983 | 533 | 0.01% | — | 268 | +5,983 | New | Q4 2025 | Jan 26, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 5,739 | 511 | 0.02% | 0.02% | 269 | -75 | -1.29% | Q4 2025 | Feb 02, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 5,711 | 509 | 0.02% | 0.05% | 270 | -63 | -1.09% | Q4 2025 | Feb 17, 2026 |
| ERn Financial, LLC | History | Added to | 5,607 | 500 | 0.09% | 0.1% | 271 | +6 | 0.11% | Q4 2025 | Jan 15, 2026 |
| RVW Wealth, LLC | History | No change | 5,512 | 491 | 0.04% | 0.04% | 272 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Trajan Wealth LLC | History | Added to | 5,476 | 488 | 0.02% | 0.02% | 273 | +340 | 6.62% | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 5,411 | 482 | 0.02% | 0.03% | 274 | -3,149 | -36.79% | Q4 2025 | Feb 06, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 5,401 | 481 | 0.05% | 0.05% | 275 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 5,365 | 478 | 0.01% | 0.01% | 276 | -107 | -1.96% | Q4 2025 | Jan 07, 2026 |
| Csenge Advisory Group | History | Reduced | 5,248 | 468 | 0.02% | 0.02% | 277 | -143 | -2.65% | Q4 2025 | Feb 06, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 5,240 | 467 | 0.06% | 0.07% | 278 | -19 | -0.36% | Q4 2025 | Feb 13, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 5,155 | 459 | 0.04% | 0.02% | 279 | +2,324 | 82.09% | Q4 2025 | Jan 13, 2026 |
| Liberty Atlantic Advisors LLC | History | New | 5,125 | 457 | 0.45% | — | 281 | +5,125 | New | Q4 2025 | Feb 03, 2026 |
| Detalus Advisors, LLC | History | Added to | 5,134 | 457 | 0.11% | 0.1% | 280 | +963 | 23.09% | Q4 2025 | Feb 03, 2026 |
| Calamos Wealth Management LLC | History | New | 5,121 | 456 | 0.02% | — | 282 | +5,121 | New | Q4 2025 | Jan 29, 2026 |
| Faithward Advisors, LLC | History | Reduced | 5,095 | 454 | 0.07% | 0.07% | 283 | -86 | -1.66% | Q4 2025 | Feb 17, 2026 |
| Spire Wealth Management | History | Added to | 5,099 | 454 | 0.02% | 0.02% | 284 | +8 | 0.16% | Q4 2025 | Jan 14, 2026 |
| Hyundai Investments Co., Ltd. | History | New | 5,054 | 453 | 0.44% | — | 285 | +5,054 | New | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 4,998 | 445 | 0.01% | 0.01% | 286 | -2,236 | -30.91% | Q4 2025 | Feb 13, 2026 |
| Hudson Oak Wealth Advisory LLC | History | New | 4,965 | 442 | 0.39% | — | 287 | +4,965 | New | Q4 2025 | Jan 23, 2026 |
| Certified Advisory Corp | History | Added to | 4,868 | 434 | 0.04% | 0.04% | 289 | +12 | 0.25% | Q4 2025 | Jan 12, 2026 |
| Dakota Wealth Management | History | No change | 4,873 | 434 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Duncan Williams Asset Management, LLC | History | Reduced | 4,612 | 428 | 0.11% | 0.12% | 290 | -54 | -1.16% | Q4 2025 | Feb 05, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 4,746 | 423 | 0.0% | 0.08% | 291 | -77,110 | -94.2% | Q4 2025 | Feb 12, 2026 |
| Retireful, LLC | History | Reduced | 4,710 | 422 | 0.53% | 1.45% | 292 | -11,916 | -71.67% | Q4 2025 | Jan 15, 2026 |
| BANK OF STOCKTON | History | No change | 4,700 | 419 | 0.12% | 0.12% | 293 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| AlphaCentric Advisors LLC | History | New | 4,678 | 417 | 0.42% | — | 294 | +4,678 | New | Q4 2025 | Feb 12, 2026 |
| Old Port Advisors | History | Reduced | 4,534 | 404 | 0.1% | 0.1% | 295 | -78 | -1.69% | Q4 2025 | Jan 08, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 4,336 | 386 | 0.03% | 0.03% | 296 | -185 | -4.09% | Q4 2025 | Feb 03, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 4,274 | 381 | 0.06% | 0.05% | 297 | +954 | 28.73% | Q4 2025 | Feb 04, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | History | New | 4,267 | 380 | 0.06% | — | 298 | +4,267 | New | Q4 2025 | Feb 12, 2026 |
| Ascent Group, LLC | History | Reduced | 4,235 | 377 | 0.01% | 0.02% | 300 | -1,157 | -21.46% | Q4 2025 | Jan 20, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 4,234 | 377 | 0.0% | 0.0% | 299 | +718 | 20.42% | Q4 2025 | Feb 18, 2026 |
| Embree Financial Group | History | No change | 4,209 | 375 | 0.05% | 0.05% | 301 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Dorsey Wright & Associates | History | Reduced | 4,161 | 371 | 0.08% | 0.09% | 302 | -410 | -8.97% | Q4 2025 | Feb 20, 2026 |
| MeadowBrook Investment Advisors LLC | History | Reduced | 4,130 | 368 | 0.31% | 0.34% | 303 | -280 | -6.35% | Q4 2025 | Jan 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 4,128 | 368 | 0.0% | 0.0% | 304 | +1 | 0.02% | Q4 2025 | Jan 21, 2026 |
| SELDON CAPITAL LP | History | No change | 4,068 | 362 | 0.13% | 0.13% | 305 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bigelow Investment Advisors, LLC | History | Reduced | 4,026 | 359 | 0.14% | 0.15% | 306 | -18 | -0.45% | Q4 2025 | Jan 28, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 4,016 | 358 | 0.01% | 0.01% | 307 | -14 | -0.35% | Q4 2025 | Jan 14, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | New | 4,008 | 357 | 0.02% | — | 308 | +4,008 | New | Q4 2025 | Feb 09, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 4,007 | 357 | 0.01% | 0.03% | 309 | -3,581 | -47.19% | Q4 2025 | Jan 27, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 4,000 | 356 | 0.01% | 0.01% | 310 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Orion Capital Management LLC | History | No change | 4,000 | 356 | 0.12% | 0.13% | 311 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 4,000 | 356 | 0.03% | 0.03% | 312 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 4,000 | 356 | 0.02% | 0.02% | 313 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 3,956 | 352 | 0.01% | 0.01% | 314 | -57 | -1.42% | Q4 2025 | Feb 13, 2026 |
| Stirlingshire Investments, Inc. | History | New | 3,942 | 351 | 0.31% | — | 315 | +3,942 | New | Q4 2025 | Feb 11, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 3,895 | 347 | 0.26% | 0.27% | 316 | +3 | 0.08% | Q4 2025 | Feb 11, 2026 |
| Merit Financial Group, LLC | History | Added to | 3,882 | 346 | 0.0% | 0.0% | 317 | +434 | 12.59% | Q4 2025 | Jan 26, 2026 |
| Asset One Wealth Management LLC | History | New | 3,667 | 344 | 0.05% | — | 319 | +3,667 | New | Q4 2025 | Feb 17, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 3,692 | 344 | 0.02% | 0.02% | 318 | -88 | -2.33% | Q4 2025 | Feb 03, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 3,851 | 343 | 0.1% | 0.13% | 320 | -616 | -13.79% | Q4 2025 | Feb 10, 2026 |
| Lido Advisors, LLC | History | No change | 3,783 | 342 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Midwest Trust Co | History | No change | 3,815 | 340 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 3,729 | 332 | 0.06% | 0.09% | 323 | +86 | 2.36% | Q4 2025 | Jan 26, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 3,687 | 328 | 0.05% | 0.07% | 324 | -583 | -13.65% | Q4 2025 | Jan 22, 2026 |
| Focused Wealth Management, Inc | History | Reduced | 3,648 | 325 | 0.03% | 0.04% | 325 | -4 | -0.11% | Q4 2025 | Jan 29, 2026 |
| Galvin, Gaustad & Stein, LLC | History | New | 3,600 | 321 | 0.03% | — | 326 | +3,600 | New | Q4 2025 | Jan 23, 2026 |
| Baird Financial Group, Inc. | History | No change | 3,571 | 318 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 3,540 | 315 | 0.0% | 0.0% | 328 | +942 | 36.26% | Q4 2025 | Feb 17, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 3,510 | 313 | 0.02% | 0.02% | 329 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Savant Capital, LLC | History | Reduced | 3,502 | 312 | 0.0% | 0.0% | 330 | -46 | -1.3% | Q4 2025 | Feb 10, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 3,484 | 310 | 0.01% | 0.01% | 331 | -361 | -9.39% | Q4 2025 | Jan 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 3,459 | 308 | 0.01% | 0.01% | 332 | +13 | 0.38% | Q4 2025 | Feb 13, 2026 |
| Principle Wealth Partners LLC | History | No change | 3,416 | 304 | 0.02% | 0.02% | 333 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | No change | 3,370 | 300 | 0.13% | 0.14% | 334 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 3,343 | 298 | 0.02% | 0.02% | 335 | +112 | 3.47% | Q4 2025 | Feb 04, 2026 |
| PRIVATE TRUST CO NA | History | No change | 3,345 | 298 | 0.03% | 0.03% | 336 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Balefire, LLC | History | Reduced | 3,332 | 297 | 0.06% | 0.06% | 337 | -77 | -2.26% | Q4 2025 | Jan 12, 2026 |
| Austin Private Wealth, LLC | History | Added to | 3,300 | 294 | 0.02% | 0.02% | 338 | +192 | 6.18% | Q4 2025 | Jan 20, 2026 |
| 93 Financial Group, LLC | History | New | 3,282 | 292 | 0.13% | — | 340 | +3,282 | New | Q4 2025 | Feb 20, 2026 |
| Berger Financial Group, Inc | History | Added to | 3,278 | 292 | 0.02% | 0.02% | 339 | +1 | 0.03% | Q4 2025 | Jan 27, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | Reduced | 3,059 | 290 | 0.17% | 0.2% | 341 | -23 | -0.75% | Q4 2025 | Feb 27, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 3,225 | 287 | 0.01% | 0.01% | 342 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CX Institutional | History | Reduced | 3,183 | 284 | 0.01% | 0.03% | 343 | -7,441 | -70.04% | Q4 2025 | Feb 02, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 3,114 | 278 | 0.01% | 0.01% | 344 | +369 | 13.44% | Q4 2025 | Feb 13, 2026 |
| Breakwater Capital Group | History | No change | 3,121 | 278 | 0.04% | 0.04% | 345 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Worth Asset Management, LLC | History | Reduced | 3,106 | 277 | 0.12% | 0.13% | 346 | -161 | -4.93% | Q4 2025 | Jan 14, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Reduced | 3,105 | 276 | 0.08% | 0.06% | 347 | -150 | -4.61% | Q4 2025 | Feb 12, 2026 |
| Oxinas Partners, LLC | History | Reduced | 3,016 | 269 | 0.13% | 1.26% | 348 | -23,004 | -88.41% | Q4 2025 | Jan 26, 2026 |
| Urban Wealth Management, LLC | History | New | 2,995 | 267 | 0.25% | — | 349 | +2,995 | New | Q4 2025 | Jan 30, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 3,002 | 267 | 0.0% | 0.01% | 350 | +81 | 2.77% | Q4 2025 | Feb 19, 2026 |
| Winthrop Advisory Group LLC | History | No change | 2,984 | 266 | 0.02% | 0.02% | 351 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Westmount Partners, LLC | History | Added to | 2,950 | 263 | 0.07% | 0.07% | 353 | +10 | 0.34% | Q4 2025 | Jan 15, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 2,949 | 263 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 2,928 | 261 | 0.01% | 0.01% | 354 | -450 | -13.32% | Q4 2025 | Feb 10, 2026 |
| Fisher Asset Management, LLC | History | No change | 2,922 | 260 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Triton Financial Group Inc | History | No change | 2,874 | 256 | 0.17% | 0.17% | 356 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 2,858 | 254 | 0.0% | 0.01% | 357 | -18 | -0.63% | Q4 2025 | Feb 12, 2026 |
| NorthRock Partners, LLC | History | No change | 2,842 | 253 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NVWM, LLC | History | Added to | 2,821 | 251 | 0.05% | 0.06% | 359 | +49 | 1.77% | Q4 2025 | Jan 20, 2026 |
| BOKF, NA | History | No change | 2,810 | 250 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| FineMark National Bank & Trust | History | No change | 2,760 | 246 | 0.01% | 0.01% | 361 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | No change | 2,752 | 245 | 0.07% | 0.08% | 362 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| OneDigital Investment Advisors LLC | History | New | 2,742 | 244 | 0.0% | — | 363 | +2,742 | New | Q4 2025 | Feb 13, 2026 |
| Meridian Wealth Management, LLC | History | No change | 2,715 | 242 | 0.01% | 0.01% | 364 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 2,712 | 241 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Zhang Financial LLC | History | New | 2,645 | 235 | 0.01% | — | 366 | +2,645 | New | Q4 2025 | Feb 10, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 2,603 | 232 | 0.0% | 0.0% | 367 | -389 | -13.0% | Q4 2025 | Feb 12, 2026 |
| Quad-Cities Investment Group, LLC | History | Reduced | 2,594 | 231 | 0.1% | 0.1% | 368 | -62 | -2.33% | Q4 2025 | Jan 14, 2026 |
| Portside Wealth Group, LLC | History | Reduced | 2,588 | 230 | 0.03% | 0.05% | 369 | -1,066 | -29.17% | Q4 2025 | Jan 21, 2026 |
| Wells Financial Advisors INC | History | No change | 2,570 | 229 | 0.44% | 0.31% | 370 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| NORDEN GROUP LLC | History | No change | 2,527 | 225 | 0.02% | 0.02% | 371 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| M. Kulyk & Associates, LLC | History | No change | 2,500 | 223 | 0.04% | 0.05% | 372 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Key Client Fiduciary Advisors, LLC | History | No change | 2,480 | 221 | 0.08% | 0.07% | 373 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 2,437 | 217 | 0.01% | 0.02% | 374 | +12 | 0.49% | Q4 2025 | Feb 20, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Reduced | 2,418 | 215 | 0.08% | 0.12% | 376 | -646 | -21.08% | Q4 2025 | Feb 12, 2026 |
| Bogart Wealth, LLC | History | No change | 2,410 | 215 | 0.01% | 0.01% | 375 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 2,387 | 212 | 0.01% | 0.01% | 377 | +51 | 2.18% | Q4 2025 | Feb 18, 2026 |
| Carnegie Investment Counsel | History | Added to | 2,354 | 209 | 0.0% | 0.0% | 378 | +12 | 0.51% | Q4 2025 | Jan 23, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 2,337 | 208 | 0.02% | 0.03% | 379 | -1,557 | -39.98% | Q4 2025 | Jan 09, 2026 |
| Invst, LLC | History | Reduced | 2,340 | 208 | 0.02% | 0.02% | 380 | -86 | -3.54% | Q4 2025 | Feb 11, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 2,317 | 206 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 2,291 | 204 | 0.01% | 0.37% | 382 | -75,281 | -97.05% | Q4 2025 | Feb 17, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 2,180 | 204 | 0.01% | 0.01% | 383 | -10 | -0.46% | Q4 2025 | Jan 23, 2026 |
| VestGen Advisors, LLC | History | New | 2,277 | 203 | 0.01% | — | 386 | +2,277 | New | Q4 2025 | Feb 17, 2026 |
| INVESTMENT HOUSE LLC | History | No change | 2,285 | 203 | 0.01% | 0.01% | 384 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Granite FO LLC | History | No change | 2,278 | 203 | 0.11% | 0.11% | 385 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Vertex Planning Partners, LLC | History | No change | 2,268 | 202 | 0.05% | 0.04% | 387 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | No change | 2,250 | 200 | 0.03% | 0.03% | 388 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 1,884 | 168 | 0.0% | 0.0% | 389 | +654 | 53.17% | Q4 2025 | Feb 11, 2026 |
| Merited Wealth, LLC | History | New | 1,826 | 162 | 0.15% | — | 390 | +1,826 | New | Q4 2025 | Mar 26, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,800 | 160 | 0.01% | 0.01% | 391 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 1,697 | 151 | 0.07% | 0.07% | 392 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| EASTERN BANK | History | Added to | 1,586 | 141 | 0.0% | 0.0% | 393 | +86 | 5.73% | Q4 2025 | Jan 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 1,485 | 132 | 0.0% | 0.0% | 394 | -7,795 | -84.0% | Q4 2025 | Feb 17, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 1,460 | 130 | 0.04% | 0.05% | 395 | +2 | 0.14% | Q4 2025 | Feb 10, 2026 |
| Hughes Financial Services, LLC | History | No change | 1,427 | 127 | 0.02% | 0.02% | 396 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 1,405 | 125 | 0.05% | 0.17% | 397 | -2,868 | -67.12% | Q4 2025 | Jan 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,381 | 123 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 1,332 | 118 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MCF Advisors LLC | History | No change | 1,300 | 115 | 0.01% | 0.01% | 400 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Oakworth Capital, Inc. | History | No change | 1,196 | 106 | 0.01% | 0.01% | 401 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 1,109 | 98 | 0.0% | 0.0% | 402 | -34 | -2.97% | Q4 2025 | Jan 29, 2026 |
| EPG Wealth Management LLC | History | No change | 1,088 | 97 | 0.03% | 0.03% | 403 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Arlington Trust Co LLC | History | No change | 1,000 | 89 | 0.01% | 0.02% | 404 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Rossby Financial, LCC | History | No change | 1,004 | 89 | 0.03% | 0.03% | 405 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 992 | 88 | 0.0% | 0.0% | 406 | +11 | 1.12% | Q4 2025 | Feb 03, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 969 | 86 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Dunhill Financial, LLC | History | Reduced | 935 | 83 | 0.02% | 0.02% | 409 | -100 | -9.66% | Q4 2025 | Jan 29, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 940 | 83 | 0.0% | 0.0% | 408 | +5 | 0.53% | Q4 2025 | Jan 20, 2026 |
| SageView Advisory Group, LLC | History | New | 887 | 79 | 0.0% | — | 410 | +887 | New | Q4 2025 | Feb 17, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 846 | 75 | 0.01% | — | 411 | +846 | New | Q4 2025 | Jan 27, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 814 | 72 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Parallel Advisors, LLC | History | No change | 803 | 71 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 800 | 71 | 0.04% | 0.04% | 414 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| UNION SAVINGS BANK | History | New | 764 | 68 | 0.03% | — | 415 | +764 | New | Q4 2025 | Mar 06, 2026 |
| Robbins Farley | History | Added to | 717 | 63 | 0.03% | 0.02% | 416 | +101 | 16.4% | Q4 2025 | Jan 23, 2026 |
| Lavaca Capital LLC | History | New | 695 | 62 | 0.01% | — | 418 | +695 | New | Q4 2025 | Feb 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 700 | 62 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Luminist Capital LLC | History | Added to | 674 | 60 | 0.07% | 0.04% | 419 | +115 | 20.57% | Q4 2025 | Feb 13, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | New | 653 | 58 | 0.0% | — | 421 | +653 | New | Q4 2025 | Feb 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 650 | 58 | 0.0% | — | 420 | +650 | New | Q4 2025 | Jan 21, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 645 | 57 | 0.01% | 0.01% | 422 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| BAYBAN | History | New | 632 | 56 | 0.05% | — | 424 | +632 | New | Q4 2025 | Mar 05, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 636 | 56 | 0.06% | 0.06% | 423 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 604 | 54 | 0.02% | 0.02% | 425 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Independence Bank of Kentucky | History | No change | 600 | 53 | 0.01% | 0.01% | 426 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 594 | 52 | 0.0% | — | 428 | +594 | New | Q4 2025 | Jan 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 586 | 52 | 0.0% | 0.0% | 427 | +425 | 263.98% | Q4 2025 | Feb 06, 2026 |
| Sage Mountain Advisors LLC | History | No change | 569 | 50 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Roxbury Financial LLC | History | Added to | 554 | 49 | 0.04% | 0.05% | 430 | +1 | 0.18% | Q4 2025 | Jan 05, 2026 |
| Front Row Advisors LLC | History | No change | 540 | 48 | 0.02% | 0.02% | 431 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 535 | 47 | 0.0% | 0.0% | 432 | +17 | 3.28% | Q4 2025 | Feb 13, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 536 | 47 | 0.01% | 0.01% | 433 | +3 | 0.56% | Q4 2025 | Jan 20, 2026 |
| Copia Wealth Management | History | New | 481 | 42 | 0.03% | — | 434 | +481 | New | Q4 2025 | Feb 06, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 440 | 39 | 0.01% | — | 435 | +440 | New | Q4 2025 | Jan 15, 2026 |
| Colonial Trust Co / SC | History | No change | 426 | 37 | 0.0% | 0.01% | 436 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 408 | 36 | 0.01% | — | 437 | +408 | New | Q4 2025 | Feb 09, 2026 |
| Sound Income Strategies, LLC | History | Added to | 380 | 35 | 0.0% | 0.0% | 438 | +96 | 33.8% | Q4 2025 | Jan 21, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 399 | 35 | 0.02% | 0.02% | 439 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Caldwell Trust Co | History | No change | 400 | 35 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| COUNTRY TRUST BANK | History | Reduced | 370 | 33 | 0.0% | 0.0% | 442 | -550 | -59.78% | Q4 2025 | Jan 21, 2026 |
| NBT BANK N A /NY | History | No change | 374 | 33 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| First Command Advisory Services, Inc. | History | No change | 351 | 31 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 351 | 31 | 0.01% | 0.01% | 444 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Arax Advisory Partners | History | New | 337 | 30 | 0.0% | — | 445 | +337 | New | Q4 2025 | Feb 13, 2026 |
| First Pacific Financial | History | Added to | 330 | 29 | 0.0% | 0.0% | 446 | +1 | 0.3% | Q4 2025 | Jan 16, 2026 |
| Benson Wealth Management INC | History | New | 304 | 27 | 0.03% | — | 447 | +304 | New | Q4 2025 | Feb 12, 2026 |
| Blue Trust, Inc. | History | No change | 300 | 26 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| High Point Wealth Management, LLC | History | New | 286 | 25 | 0.02% | — | 450 | +286 | New | Q4 2025 | Jan 29, 2026 |
| Center for Financial Planning, Inc. | History | No change | 284 | 25 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Kingdom Financial Group LLC. | History | New | 270 | 24 | 0.01% | — | 452 | +270 | New | Q4 2025 | Feb 06, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 274 | 24 | 0.01% | 0.01% | 451 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 248 | 22 | 0.0% | — | 454 | +248 | New | Q4 2025 | Feb 13, 2026 |
| Park Square Financial Group, LLC | History | Added to | 290 | 22 | 0.13% | 0.1% | 456 | +34 | 13.28% | Q4 2025 | Feb 05, 2026 |
| First PREMIER Bank | History | No change | 250 | 22 | 0.01% | 0.01% | 453 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Providence Capital Advisors, LLC | History | No change | 250 | 22 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Estate Planners Group, LLC | History | New | 239 | 21 | 0.01% | — | 458 | +239 | New | Q4 2025 | Apr 07, 2026 |
| Solstein Capital, LLC | History | No change | 240 | 21 | 0.01% | 0.0% | 457 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Millstone Evans Group, LLC | History | No change | 230 | 20 | 0.01% | 0.01% | 459 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 224 | 19 | 0.0% | 0.0% | 460 | +1 | 0.45% | Q4 2025 | Feb 11, 2026 |
| MGB Wealth Management, LLC | History | Added to | 220 | 19 | 0.01% | 0.01% | 461 | +1 | 0.46% | Q4 2025 | Feb 17, 2026 |
| Game Plan Financial Advisors, LLC | History | New | 202 | 18 | 0.01% | — | 463 | +202 | New | Q4 2025 | Jan 14, 2026 |
| AlphaCore Capital LLC | History | Added to | 212 | 18 | 0.0% | 0.0% | 462 | +1 | 0.47% | Q4 2025 | Feb 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 210 | 18 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Grove Bank & Trust | History | No change | 200 | 17 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 200 | 17 | 0.01% | 0.01% | 466 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 199 | 17 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 198 | 17 | 0.01% | 0.01% | 468 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Manchester Capital Management LLC | History | New | 166 | 14 | 0.0% | — | 469 | +166 | New | Q4 2025 | Feb 11, 2026 |
| Purpose Unlimited Inc. | History | New | 160 | 14 | 0.0% | — | 471 | +160 | New | Q4 2025 | Mar 20, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 155 | 14 | 0.01% | — | 470 | +155 | New | Q4 2025 | Feb 12, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 144 | 13 | 0.0% | 0.02% | 474 | -829 | -85.2% | Q4 2025 | Feb 02, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 152 | 13 | 0.0% | — | 476 | +152 | New | Q4 2025 | Feb 09, 2026 |
| Triumph Capital Management | History | New | 150 | 13 | 0.0% | — | 472 | +150 | New | Q4 2025 | Feb 12, 2026 |
| Clayton Financial Group LLC | History | New | 148 | 13 | 0.01% | — | 475 | +148 | New | Q4 2025 | Jan 21, 2026 |
| Pflug Koory, LLC | History | No change | 150 | 13 | 0.01% | 0.01% | 473 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | Reduced | 128 | 11 | 0.0% | 0.01% | 477 | -206 | -61.68% | Q4 2025 | Feb 04, 2026 |
| Gen-Wealth Partners Inc | History | No change | 130 | 11 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SYNTAX RESEARCH, INC. | History | No change | 122 | 10 | 0.01% | 0.01% | 479 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BlackRock, Inc. | History | No change | 122 | 10 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sarver Vrooman Wealth Advisors | History | No change | 116 | 10 | 0.01% | 0.01% | 481 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 103 | 9 | 0.0% | — | 482 | +103 | New | Q4 2025 | Feb 06, 2026 |
| Lodestone Wealth Management LLC | History | New | 101 | 9 | 0.0% | — | 483 | +101 | New | Q4 2025 | Jan 15, 2026 |
| ORG Partners LLC | History | No change | 110 | 9 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Realta Investment Advisors | History | New | 100 | 8 | 0.0% | — | 488 | +100 | New | Q4 2025 | Jan 20, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | No change | 100 | 8 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 87 | 8 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 100 | 8 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 97 | 8 | 0.01% | 0.01% | 489 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Strategic Advocates LLC | History | No change | 91 | 8 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sunrise Financial Services, LLC | History | New | 83 | 7 | 0.01% | — | 492 | +83 | New | Q4 2025 | Feb 11, 2026 |
| Cherry Tree Wealth Management, LLC | History | New | 80 | 7 | 0.0% | — | 491 | +80 | New | Q4 2025 | Feb 10, 2026 |
| Monetary Solutions, Ltd | History | New | 75 | 6 | 0.01% | — | 493 | +75 | New | Q4 2025 | Feb 23, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 67 | 5 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| TD Capital Management LLC | History | No change | 63 | 5 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Key Capital Management, INC | History | New | 41 | 3 | 0.0% | — | 497 | +41 | New | Q4 2025 | Jan 26, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 38 | 3 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 27 | 2 | 0.0% | 0.0% | 498 | -130 | -82.8% | Q4 2025 | Feb 12, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 25 | 2 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Financial & Tax Architects, LLC | History | Closed out | 0 | 0 | — | 2.26% | — | -112,987 | -100.0% | Q3 2025 | Nov 05, 2025 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -106,801 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Elequin Capital, LP | History | Closed out | 0 | 0 | — | 0.44% | — | -89,729 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -53,100 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Midwest Professional Planners, LTD. | History | Closed out | 0 | 0 | — | 0.84% | — | -38,133 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28,311 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WIN ADVISORS, INC | History | Closed out | 0 | 0 | — | 0.45% | — | -10,153 | -100.0% | Q3 2025 | Nov 04, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,900 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Redhawk Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -9,573 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Client First Investment Management LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -6,382 | -100.0% | Q3 2025 | Oct 15, 2025 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -6,327 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Charles Schwab Trust Co | History | Closed out | 0 | 0 | — | 0.03% | — | -5,109 | -100.0% | Q3 2025 | Oct 10, 2025 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,966 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Wealthcare Advisory Partners LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,938 | -100.0% | Q3 2025 | Nov 07, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -3,700 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BTS Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.39% | — | -3,379 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Institute for Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.03% | — | -2,739 | -100.0% | Q3 2025 | Oct 17, 2025 |
| IHT Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,664 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Neuberger Berman Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,590 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,562 | -100.0% | Q3 2025 | Oct 09, 2025 |
| BAM Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -2,402 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Traub Capital Management LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -2,392 | -100.0% | Q3 2025 | Oct 30, 2025 |
| United Community Bank | History | Closed out | 0 | 0 | — | 0.06% | — | -2,023 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,905 | -100.0% | Q3 2025 | Nov 18, 2025 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,500 | -100.0% | Q3 2025 | Nov 04, 2025 |
| TOMPKINS FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.01% | — | -1,308 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.03% | — | -1,063 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,000 | -100.0% | Q3 2025 | Oct 15, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -629 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Glassy Mountain Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -576 | -100.0% | Q3 2025 | Nov 06, 2025 |
| PROFFITT & GOODSON INC | History | Closed out | 0 | 0 | — | 0.01% | — | -430 | -100.0% | Q3 2025 | Oct 21, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -383 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Financial Life Planners | History | Closed out | 0 | 0 | — | 0.0% | — | -62 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Ancora Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Private Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -49 | -100.0% | Q3 2025 | Oct 17, 2025 |
| VALLEY NATIONAL ADVISERS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Litman Gregory Wealth Management LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kiker Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Keener Financial Planning LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Nov 07, 2025 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 03, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 4 | 0 | — | — | — | +1 | 33.33% | Q4 2025 | Feb 10, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Tidemark, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |