DBX ETF TRUST - DBEF
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | History | Reduced | 20,566,742 | 989,465 | 0.12% | 0.12% | 1 | -287,929 | -1.38% | Q4 2025 | Mar 25, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 14,241,118 | 685,305 | 0.15% | 0.16% | 2 | -1,078,824 | -7.04% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 7,758,040 | 373,239 | 0.24% | 0.3% | 3 | -1,968,385 | -20.24% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Added to | 7,638,041 | 367,466 | 0.02% | 0.02% | 4 | +118,161 | 1.57% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 6,434,971 | 309,586 | 0.02% | 0.02% | 5 | -176,575 | -2.67% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 4,819,887 | 231,884 | 0.06% | 0.06% | 6 | +153,164 | 3.28% | Q4 2025 | Feb 11, 2026 |
| Corient Private Wealth LLC | History | Reduced | 4,331,960 | 208,411 | 0.28% | 0.39% | 7 | -1,052,797 | -19.55% | Q4 2025 | Mar 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,116,439 | 149,931 | 0.03% | 0.03% | 8 | +137,647 | 4.62% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,521,330 | 121,301 | 0.04% | 0.03% | 9 | +237,595 | 10.4% | Q4 2025 | Feb 18, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 2,367,022 | 113,877 | 0.69% | 0.81% | 10 | -69,796 | -2.86% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 2,249,793 | 110,982 | 0.15% | 0.16% | 11 | +11,289 | 0.5% | Q4 2025 | Jan 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 2,102,372 | 101,145 | 0.03% | 0.06% | 12 | -2,286,121 | -52.09% | Q4 2025 | Feb 10, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | Added to | 1,518,350 | 73,047 | 11.92% | 11.54% | 13 | +29,636 | 1.99% | Q4 2025 | Jan 27, 2026 |
| Cetera Investment Advisers | History | Added to | 1,508,665 | 72,581 | 0.08% | 0.07% | 14 | +137,920 | 10.06% | Q4 2025 | Feb 17, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 1,485,455 | 71,465 | 7.84% | 8.12% | 15 | -14,479 | -0.97% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,429,756 | 68,786 | 0.01% | — | 16 | +1,429,756 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 1,343,872 | 64,653 | 0.01% | 0.01% | 17 | -394,392 | -22.69% | Q4 2025 | Jan 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 1,279,906 | 61,576 | 0.09% | 0.1% | 18 | +2,713 | 0.21% | Q4 2025 | Feb 18, 2026 |
| Bleakley Financial Group, LLC | History | New | 1,272,213 | 61,206 | 1.06% | — | 19 | +1,272,213 | New | Q4 2025 | Feb 09, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,207,875 | 58,110 | 0.02% | 0.02% | 20 | +37,420 | 3.2% | Q4 2025 | Feb 12, 2026 |
| O'Brien Wealth Partners LLC | History | Reduced | 1,199,151 | 57,691 | 7.63% | 7.61% | 21 | -10,852 | -0.9% | Q4 2025 | Jan 22, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,049,403 | 50,498 | 0.07% | 0.08% | 22 | -204,797 | -16.33% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 987,939 | 47,529 | 0.19% | 0.18% | 23 | -48,571 | -4.69% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 958,269 | 46,102 | 0.06% | 0.08% | 24 | -290,217 | -23.25% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Wealth | History | Added to | 942,502 | 45,344 | 0.05% | 0.07% | 25 | +36,721 | 4.05% | Q4 2025 | Feb 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 895,698 | 43,092 | 0.3% | 0.34% | 26 | +40,130 | 4.69% | Q4 2025 | Feb 18, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 865,379 | 41,633 | 0.02% | 0.02% | 27 | -51,555 | -5.62% | Q4 2025 | Mar 20, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 765,477 | 36,827 | 0.72% | 0.71% | 28 | +31,934 | 4.35% | Q4 2025 | Jan 14, 2026 |
| Crewe Advisors LLC | History | Added to | 754,413 | 36,294 | 3.22% | 3.27% | 29 | +16,718 | 2.27% | Q4 2025 | Jan 16, 2026 |
| SACHEM HILL LLC | History | Reduced | 724,419 | 34,851 | 6.77% | 6.92% | 30 | -20,851 | -2.8% | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 685,832 | 32,995 | 0.04% | 0.05% | 31 | -162,371 | -19.14% | Q4 2025 | Feb 02, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Reduced | 659,243 | 31,716 | 6.62% | 6.76% | 32 | -8,182 | -1.23% | Q4 2025 | Jan 22, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 611,789 | 29,432 | 0.03% | 0.03% | 33 | +8,284 | 1.37% | Q4 2025 | Feb 13, 2026 |
| Hilltop Partners LLC | History | Added to | 609,370 | 29,316 | 7.56% | 8.36% | 34 | +6,300 | 1.04% | Q4 2025 | Feb 10, 2026 |
| COFG Advisors, LLC | History | New | 552,555 | 26,583 | 6.57% | — | 35 | +552,555 | New | Q4 2025 | Feb 10, 2026 |
| Blankinship & Foster, LLC | History | Reduced | 551,174 | 26,517 | 5.73% | 5.66% | 36 | -6,516 | -1.17% | Q4 2025 | Jan 23, 2026 |
| WESCAP Management Group, Inc. | History | Reduced | 535,583 | 25,766 | 5.22% | 5.28% | 37 | -6,311 | -1.16% | Q4 2025 | Feb 11, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Reduced | 499,903 | 24,050 | 8.21% | 8.02% | 38 | -1,666 | -0.33% | Q4 2025 | Jan 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 471,908 | 22,703 | 0.06% | 0.06% | 39 | +7,708 | 1.66% | Q4 2025 | Feb 05, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 467,114 | 22,472 | 1.61% | 1.65% | 40 | -14,346 | -2.98% | Q4 2025 | Feb 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 459,432 | 22,103 | 0.05% | 0.05% | 41 | +25,223 | 5.81% | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 451,042 | 21,699 | 0.03% | 0.03% | 42 | -4,157 | -0.91% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 436,134 | 20,982 | 0.0% | 0.0% | 43 | -118,605 | -21.38% | Q4 2025 | Feb 11, 2026 |
| High Note Wealth, LLC | History | Added to | 424,304 | 20,413 | 4.0% | 3.83% | 44 | +12,868 | 3.13% | Q4 2025 | Feb 05, 2026 |
| Savvy Advisors, Inc. | History | Added to | 405,556 | 19,511 | 0.63% | 0.66% | 45 | +96,244 | 31.12% | Q4 2025 | Jan 20, 2026 |
| NewEdge Advisors, LLC | History | Added to | 397,048 | 19,101 | 0.07% | 0.08% | 46 | +13,482 | 3.51% | Q4 2025 | Feb 18, 2026 |
| Financial Insights, Inc. | History | Added to | 366,799 | 17,646 | 5.91% | 5.62% | 47 | +1,418 | 0.39% | Q4 2025 | Mar 31, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 344,219 | 16,560 | 4.29% | 4.08% | 48 | +19,229 | 5.92% | Q4 2025 | Jan 07, 2026 |
| Annex Advisory Services, LLC | History | New | 328,775 | 15,817 | 0.3% | — | 49 | +328,775 | New | Q4 2025 | Jan 26, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 307,587 | 14,798 | 0.17% | 0.17% | 50 | -4,859 | -1.56% | Q4 2025 | Jan 20, 2026 |
| COMMERCE BANK | History | Added to | 301,134 | 14,487 | 0.08% | 0.07% | 51 | +24,329 | 8.79% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Reduced | 294,663 | 14,176 | 0.01% | 0.01% | 52 | -2,273 | -0.77% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Reduced | 289,826 | 13,943 | 0.02% | 0.02% | 53 | -16,917 | -5.52% | Q4 2025 | Feb 11, 2026 |
| Embree Financial Group | History | Reduced | 288,689 | 13,888 | 1.7% | 2.02% | 54 | -35,427 | -10.93% | Q4 2025 | Jan 14, 2026 |
| Integrated Capital Management, LLC | History | Added to | 280,020 | 13,471 | 5.79% | 5.75% | 55 | +9,605 | 3.55% | Q4 2025 | Jan 26, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 278,443 | 13,395 | 0.01% | 0.01% | 56 | -18,926 | -6.36% | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 273,121 | 13,139 | 0.15% | 0.2% | 57 | +25,828 | 10.44% | Q4 2025 | Jan 29, 2026 |
| VICUS CAPITAL | History | Added to | 262,585 | 12,632 | 0.95% | 0.83% | 58 | +28,783 | 12.31% | Q4 2025 | Jan 22, 2026 |
| Merit Financial Group, LLC | History | Added to | 255,184 | 12,276 | 0.1% | 0.03% | 59 | +183,247 | 254.73% | Q4 2025 | Jan 26, 2026 |
| Ethos Financial Group, LLC | History | Added to | 245,337 | 11,803 | 0.87% | 0.86% | 60 | +8,364 | 3.53% | Q4 2025 | Jan 20, 2026 |
| CENTRAL TRUST Co | History | Reduced | 236,839 | 11,394 | 0.22% | 0.24% | 61 | -15,170 | -6.02% | Q4 2025 | Feb 02, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 229,105 | 11,022 | 1.11% | 1.1% | 62 | +1,597 | 0.7% | Q4 2025 | Jan 27, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 225,838 | 10,865 | 0.08% | 0.07% | 63 | +8,078 | 3.71% | Q4 2025 | Feb 13, 2026 |
| Wealth Advisory Team LLC | History | New | 223,001 | 10,728 | 9.48% | — | 64 | +223,001 | New | Q4 2025 | Feb 05, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 219,302 | 10,551 | 0.02% | 0.02% | 65 | -3,436 | -1.54% | Q4 2025 | Feb 11, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 213,932 | 10,292 | 1.51% | 1.49% | 66 | +200 | 0.09% | Q4 2025 | Feb 10, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 206,092 | 9,915 | 2.68% | 2.56% | 67 | +19,696 | 10.57% | Q4 2025 | Feb 09, 2026 |
| TME FINANCIAL, INC. | History | Added to | 197,463 | 9,499 | 6.67% | 6.32% | 68 | +15,701 | 8.64% | Q4 2025 | Jan 27, 2026 |
| Tactive Advisors, LLC | History | Reduced | 192,354 | 9,254 | 2.71% | 2.57% | 69 | -3,597 | -1.84% | Q4 2025 | Jan 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 191,680 | 9,221 | 0.1% | 0.13% | 70 | +6,792 | 3.67% | Q4 2025 | Jan 23, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 190,994 | 9,188 | 0.0% | 0.0% | 71 | -220,432 | -53.58% | Q4 2025 | Feb 17, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 185,815 | 8,939 | 0.24% | 0.24% | 72 | -1,448 | -0.77% | Q4 2025 | Jan 22, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 182,812 | 8,795 | 0.11% | 0.11% | 73 | +292 | 0.16% | Q4 2025 | Jan 21, 2026 |
| World Investment Advisors | History | Reduced | 181,583 | 8,735 | 0.14% | 0.17% | 74 | -1,597 | -0.87% | Q4 2025 | Mar 12, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 175,554 | 8,445 | 0.31% | 0.26% | 75 | +32,308 | 22.55% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 168,577 | 8,110 | 0.03% | 0.04% | 76 | +1,297 | 0.78% | Q4 2025 | Feb 13, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Added to | 166,196 | 7,995 | 2.29% | 2.08% | 77 | +17,116 | 11.48% | Q4 2025 | Jan 27, 2026 |
| Capital Developers, LLC | History | New | 161,629 | 7,775 | 6.97% | — | 78 | +161,629 | New | Q4 2025 | Jan 30, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 160,791 | 7,735 | 0.46% | 0.46% | 79 | -152 | -0.09% | Q4 2025 | Feb 10, 2026 |
| Private Advisor Group, LLC | History | Added to | 157,708 | 7,587 | 0.04% | 0.04% | 80 | +2,683 | 1.73% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Reduced | 155,286 | 7,470 | 0.01% | 0.01% | 81 | -925 | -0.59% | Q4 2025 | Jan 30, 2026 |
| Alexis Investment Partners, LLC | History | Added to | 150,742 | 7,277 | 2.71% | 0.58% | 82 | +4,792 | 3.28% | Q4 2025 | Jan 29, 2026 |
| Equitable Holdings, Inc. | History | Added to | 146,520 | 7,049 | 0.05% | 0.04% | 83 | +15,528 | 11.85% | Q4 2025 | Feb 17, 2026 |
| Ruggaard & Associates LLC | History | Reduced | 143,909 | 6,923 | 2.73% | 2.72% | 84 | -12,783 | -8.16% | Q4 2025 | Feb 20, 2026 |
| NewSquare Capital LLC | History | Reduced | 142,132 | 6,837 | 0.6% | 0.5% | 85 | -15,695 | -9.94% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 141,854 | 6,824 | 0.01% | 0.01% | 86 | +9,047 | 6.81% | Q4 2025 | Feb 13, 2026 |
| Cooper Financial Group | History | Reduced | 139,292 | 6,701 | 0.71% | 0.77% | 87 | -10,231 | -6.84% | Q4 2025 | Jan 08, 2026 |
| Carter Financial Group, INC. | History | Added to | 134,750 | 6,482 | 3.85% | 3.65% | 88 | +4,690 | 3.61% | Q4 2025 | Feb 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 127,943 | 6,394 | 0.3% | 0.34% | 89 | +4,567 | 3.7% | Q4 2025 | Feb 03, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 130,483 | 6,302 | 0.01% | 0.01% | 90 | -76 | -0.06% | Q4 2025 | Feb 05, 2026 |
| Forefront Analytics, LLC | History | Added to | 127,851 | 6,151 | 5.43% | 5.35% | 91 | +8,193 | 6.85% | Q4 2025 | Feb 17, 2026 |
| Visionary Wealth Advisors | History | Reduced | 124,982 | 6,012 | 0.27% | 0.27% | 92 | -191 | -0.15% | Q4 2025 | Feb 13, 2026 |
| Next Level Private LLC | History | Added to | 124,642 | 5,996 | 1.57% | 1.54% | 93 | +13,076 | 11.72% | Q4 2025 | Jan 07, 2026 |
| Investors Research Corp | History | Added to | 123,912 | 5,961 | 1.09% | 1.01% | 94 | +5,932 | 5.03% | Q4 2025 | Jan 06, 2026 |
| Fiduciary Planning LLC | History | Added to | 123,779 | 5,955 | 1.81% | 1.7% | 95 | +3,704 | 3.08% | Q4 2025 | Jan 22, 2026 |
| Holos Integrated Wealth LLC | History | Added to | 119,827 | 5,829 | 3.25% | 3.17% | 96 | +3,742 | 3.22% | Q4 2025 | Jan 05, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 115,921 | 5,576 | 0.08% | 0.1% | 97 | -1,528 | -1.3% | Q4 2025 | Feb 06, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | New | 114,897 | 5,527 | 1.19% | — | 98 | +114,897 | New | Q4 2025 | Feb 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 111,791 | 5,378 | 0.07% | 0.07% | 99 | +2,793 | 2.56% | Q4 2025 | Jan 29, 2026 |
| Ipsen Advisor Group LLC | History | Reduced | 111,297 | 5,354 | 3.8% | 5.25% | 100 | -45,859 | -29.18% | Q4 2025 | Feb 11, 2026 |
| RAINIER FAMILY WEALTH INC | History | Added to | 105,902 | 5,094 | 3.84% | 3.5% | 101 | +21,246 | 25.1% | Q4 2025 | Jan 20, 2026 |
| Chesapeake Wealth Management | History | Added to | 105,745 | 5,087 | 1.52% | 1.49% | 102 | +339 | 0.32% | Q4 2025 | Feb 03, 2026 |
| MAI Capital Management | History | Added to | 105,216 | 5,061 | 0.03% | 0.02% | 103 | +19,983 | 23.45% | Q4 2025 | Feb 13, 2026 |
| Columbus Macro, LLC | History | Reduced | 103,219 | 4,965 | 0.54% | 0.55% | 104 | -1,790 | -1.7% | Q4 2025 | Jan 15, 2026 |
| EP Wealth Advisors, LLC | History | New | 96,594 | 4,647 | 0.02% | — | 105 | +96,594 | New | Q4 2025 | Feb 18, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 96,451 | 4,640 | 0.62% | — | 106 | +96,451 | New | Q4 2025 | Feb 04, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 92,688 | 4,459 | 1.77% | 1.69% | 107 | +4,835 | 5.5% | Q4 2025 | Jan 15, 2026 |
| HBK Sorce Advisory LLC | History | No change | 87,396 | 4,452 | 0.1% | 0.1% | 108 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 88,012 | 4,234 | 0.14% | 0.12% | 109 | +1,982 | 2.3% | Q4 2025 | Jan 09, 2026 |
| Advisory Services Network, LLC | History | Added to | 86,034 | 4,139 | 0.06% | 0.06% | 110 | +1,086 | 1.28% | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | Added to | 86,005 | 4,137 | 0.1% | 0.09% | 111 | +8,028 | 10.3% | Q4 2025 | Feb 17, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 85,719 | 4,123 | 0.08% | 0.07% | 112 | +16,925 | 24.6% | Q4 2025 | Feb 06, 2026 |
| Sarver Vrooman Wealth Advisors | History | Added to | 80,253 | 3,860 | 2.2% | 1.99% | 113 | +13,646 | 20.49% | Q4 2025 | Feb 10, 2026 |
| AlphaCore Capital LLC | History | Reduced | 78,627 | 3,782 | 0.08% | 0.13% | 114 | -4,431 | -5.33% | Q4 2025 | Feb 05, 2026 |
| SAGE PRIVATE WEALTH GROUP, LLC | History | Reduced | 78,190 | 3,761 | 2.02% | 2.06% | 115 | -1,656 | -2.07% | Q4 2025 | Jan 28, 2026 |
| SB Capital Management Inc | History | New | 77,805 | 3,743 | 1.37% | — | 116 | +77,805 | New | Q4 2025 | Feb 20, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 77,180 | 3,713 | 0.07% | 0.07% | 117 | -6,671 | -7.96% | Q4 2025 | Feb 04, 2026 |
| Csenge Advisory Group | History | Reduced | 77,116 | 3,710 | 0.17% | 0.19% | 118 | -10,260 | -11.74% | Q4 2025 | Feb 06, 2026 |
| BCS Wealth Management | History | Added to | 76,768 | 3,693 | 0.37% | 0.45% | 119 | +33,829 | 78.78% | Q4 2025 | Jan 26, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 76,352 | 3,673 | 0.02% | 0.02% | 120 | +2,704 | 3.67% | Q4 2025 | Jan 29, 2026 |
| ENZI WEALTH | History | Reduced | 71,362 | 3,583 | 1.26% | 4.21% | 121 | -182,230 | -71.86% | Q4 2025 | Jan 15, 2026 |
| Sage Capital Management, LLC | History | Added to | 71,385 | 3,434 | 1.59% | 0.83% | 122 | +31,767 | 80.18% | Q4 2025 | Jan 15, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | Added to | 71,125 | 3,421 | 2.42% | 2.73% | 123 | +1,743 | 2.51% | Q4 2025 | Feb 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 70,647 | 3,398 | 0.01% | 0.01% | 124 | +1,025 | 1.47% | Q4 2025 | Feb 17, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 70,547 | 3,394 | 0.39% | 0.4% | 125 | -109 | -0.15% | Q4 2025 | Feb 10, 2026 |
| Prospera Financial Services Inc | History | Added to | 70,025 | 3,369 | 0.06% | 0.05% | 126 | +1,330 | 1.94% | Q4 2025 | Feb 09, 2026 |
| Chris Bulman Inc | History | Added to | 63,003 | 3,031 | 1.34% | 1.2% | 127 | +11,340 | 21.95% | Q4 2025 | Jan 14, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 59,749 | 2,874 | 0.18% | 0.17% | 128 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 59,248 | 2,850 | 0.01% | 0.01% | 129 | -7,424 | -11.14% | Q4 2025 | Mar 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 59,137 | 2,845 | 0.02% | 0.02% | 130 | -94 | -0.16% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Added to | 58,283 | 2,803 | 0.0% | 0.0% | 131 | +5,902 | 11.27% | Q4 2025 | Feb 17, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 57,969 | 2,788 | 0.07% | 0.07% | 132 | +302 | 0.52% | Q4 2025 | Jan 23, 2026 |
| Quantinno Capital Management LP | History | Added to | 57,118 | 2,747 | 0.01% | 0.0% | 133 | +42,157 | 281.78% | Q4 2025 | Feb 17, 2026 |
| Strategic Advisors LLC | History | Reduced | 56,961 | 2,740 | 0.43% | 0.43% | 134 | -1,214 | -2.09% | Q4 2025 | Feb 10, 2026 |
| Certified Advisory Corp | History | Added to | 55,263 | 2,658 | 0.24% | 0.24% | 135 | +1,257 | 2.33% | Q4 2025 | Jan 12, 2026 |
| Able Wealth Management LLC | History | Added to | 55,041 | 2,648 | 0.84% | 0.93% | 136 | +1,625 | 3.04% | Q4 2025 | Jan 27, 2026 |
| Continuum Advisory, LLC | History | Added to | 54,001 | 2,597 | 0.26% | 0.26% | 137 | +1,168 | 2.21% | Q4 2025 | Feb 11, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 52,328 | 2,578 | 0.26% | 0.25% | 138 | +1,777 | 3.52% | Q4 2025 | Jan 12, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 52,029 | 2,503 | 0.01% | 0.1% | 139 | -337,596 | -86.65% | Q4 2025 | Jan 29, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 50,946 | 2,451 | 0.02% | 0.02% | 140 | +2,854 | 5.93% | Q4 2025 | Feb 12, 2026 |
| Brookstone Capital Management | History | Added to | 50,506 | 2,429 | 0.03% | 0.02% | 141 | +6,843 | 15.67% | Q4 2025 | Jan 15, 2026 |
| Jordan Park Group LLC | History | Reduced | 50,382 | 2,423 | 0.14% | 0.14% | 142 | -769 | -1.5% | Q4 2025 | Feb 10, 2026 |
| Creative Planning | History | Added to | 49,373 | 2,375 | 0.0% | 0.0% | 143 | +1,429 | 2.98% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 47,636 | 2,291 | 0.0% | 0.0% | 144 | -2,105 | -4.23% | Q4 2025 | Feb 17, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | Reduced | 46,275 | 2,226 | 0.96% | 0.98% | 145 | -600 | -1.28% | Q4 2025 | Jan 12, 2026 |
| Summa Corp. | History | Reduced | 45,628 | 2,195 | 0.94% | 0.96% | 146 | -1,410 | -3.0% | Q4 2025 | Jan 21, 2026 |
| IFG Advisory, LLC | History | Added to | 44,580 | 2,144 | 0.09% | 0.09% | 147 | +850 | 1.94% | Q4 2025 | Feb 10, 2026 |
| Oath Planning, LLC | History | New | 44,237 | 2,128 | 2.1% | — | 148 | +44,237 | New | Q4 2025 | Feb 12, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 43,461 | 2,090 | 1.43% | 1.31% | 149 | +3,356 | 8.37% | Q4 2025 | Jan 14, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Added to | 43,322 | 2,084 | 0.78% | 0.77% | 150 | +512 | 1.2% | Q4 2025 | Feb 06, 2026 |
| Caprock Group, LLC | History | Reduced | 41,083 | 1,976 | 0.04% | 0.05% | 151 | -5,375 | -11.57% | Q4 2025 | Jan 28, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 40,502 | 1,948 | 0.09% | 0.03% | 152 | +25,534 | 170.59% | Q4 2025 | Feb 17, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 40,017 | 1,925 | 0.14% | 0.02% | 153 | +35,392 | 765.23% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 39,441 | 1,897 | 0.0% | 0.0% | 154 | -78,390 | -66.53% | Q4 2025 | Feb 12, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 38,903 | 1,872 | 0.11% | 0.1% | 155 | +3,494 | 9.87% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 38,151 | 1,835 | 0.0% | 0.0% | 156 | +2,139 | 5.94% | Q4 2025 | Feb 06, 2026 |
| Parkside Financial Bank & Trust | History | No change | 37,611 | 1,809 | 0.14% | 0.13% | 157 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 36,961 | 1,778 | 1.47% | 1.58% | 158 | +3,751 | 11.29% | Q4 2025 | Feb 10, 2026 |
| Evercore Wealth Management, LLC | History | No change | 35,624 | 1,713 | 0.03% | 0.02% | 159 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Composition Wealth, LLC | History | Added to | 35,401 | 1,703 | 0.02% | 0.02% | 160 | +1,536 | 4.54% | Q4 2025 | Feb 02, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 35,145 | 1,690 | 0.0% | 0.0% | 161 | -1,533 | -4.18% | Q4 2025 | Feb 06, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 32,705 | 1,573 | 0.03% | 0.03% | 162 | -3,865 | -10.57% | Q4 2025 | Jan 28, 2026 |
| Wealthcare Capital Partners, LLC | History | Reduced | 32,664 | 1,571 | 0.74% | 0.7% | 163 | -65 | -0.2% | Q4 2025 | Jan 14, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 32,599 | 1,568 | 0.33% | 0.34% | 164 | +403 | 1.25% | Q4 2025 | Jan 23, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 32,422 | 1,559 | 0.0% | 0.0% | 165 | +5,960 | 22.52% | Q4 2025 | Feb 13, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 32,167 | 1,547 | 0.13% | 0.13% | 166 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Orin Green Financial, LLC | History | No change | 31,158 | 1,499 | 0.6% | 0.58% | 167 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Illumine Investment Management, LLC | History | Added to | 30,596 | 1,471 | 1.07% | 1.01% | 168 | +192 | 0.63% | Q4 2025 | Feb 09, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 30,356 | 1,460 | 0.07% | 0.07% | 169 | +781 | 2.64% | Q4 2025 | Feb 13, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Added to | 29,508 | 1,419 | 0.14% | 0.13% | 170 | +2,297 | 8.44% | Q4 2025 | Jan 20, 2026 |
| Sageworth Trust Co | History | No change | 29,280 | 1,408 | 0.06% | 0.06% | 171 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | No change | 29,107 | 1,400 | 0.2% | 0.19% | 172 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 28,408 | 1,382 | 0.4% | 0.4% | 173 | +1,810 | 6.81% | Q4 2025 | Jan 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 28,598 | 1,375 | 0.09% | 0.1% | 174 | +1,395 | 5.13% | Q4 2025 | Feb 03, 2026 |
| Wedmont Private Capital | History | Reduced | 27,488 | 1,354 | 0.05% | 0.05% | 175 | -26 | -0.09% | Q4 2025 | Jan 08, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 27,299 | 1,313 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Cresset Asset Management, LLC | History | Added to | 26,791 | 1,288 | 0.01% | 0.01% | 177 | +424 | 1.61% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 25,922 | 1,247 | 0.37% | 0.36% | 178 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 25,909 | 1,246 | 0.05% | 0.05% | 179 | -520 | -1.97% | Q4 2025 | Feb 02, 2026 |
| GM Advisory Group, LLC | History | New | 25,868 | 1,244 | 0.05% | — | 180 | +25,868 | New | Q4 2025 | Feb 13, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 25,759 | 1,239 | 0.04% | 0.04% | 181 | +493 | 1.95% | Q4 2025 | Feb 04, 2026 |
| Savant Capital, LLC | History | Added to | 25,741 | 1,238 | 0.01% | 0.01% | 182 | +843 | 3.39% | Q4 2025 | Feb 10, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Added to | 25,361 | 1,220 | 0.33% | 0.16% | 183 | +13,220 | 108.89% | Q4 2025 | Jan 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 25,051 | 1,205 | 0.03% | 0.02% | 184 | +4,808 | 23.75% | Q4 2025 | Feb 11, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 24,785 | 1,192 | 0.02% | 0.02% | 185 | -588 | -2.32% | Q4 2025 | Feb 05, 2026 |
| Insight Wealth Partners, LLC | History | Reduced | 24,742 | 1,190 | 0.16% | 0.35% | 186 | -259 | -1.04% | Q4 2025 | Feb 17, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 23,001 | 1,106 | 0.02% | 0.04% | 188 | -16,595 | -41.91% | Q4 2025 | Jan 07, 2026 |
| Kestra Investment Management, LLC | History | Added to | 23,002 | 1,106 | 0.03% | 0.03% | 187 | +728 | 3.27% | Q4 2025 | Feb 09, 2026 |
| Wagner Wealth Management, Corp | History | New | 22,980 | 1,105 | 1.09% | — | 189 | +22,980 | New | Q4 2025 | Feb 12, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 22,576 | 1,086 | 0.05% | 0.05% | 190 | +143 | 0.64% | Q4 2025 | Feb 04, 2026 |
| CWM, LLC | History | Added to | 22,224 | 1,069 | 0.0% | 0.0% | 191 | +1,961 | 9.68% | Q4 2025 | Jan 26, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 21,710 | 1,044 | 0.14% | 0.2% | 193 | -6,734 | -23.67% | Q4 2025 | Jan 09, 2026 |
| Manchester Capital Management LLC | History | Added to | 21,710 | 1,044 | 0.14% | 0.13% | 192 | +1,080 | 5.24% | Q4 2025 | Feb 11, 2026 |
| Storen Legacy Partners, LLC | History | New | 21,642 | 1,041 | 0.33% | — | 194 | +21,642 | New | Q4 2025 | Mar 05, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 21,377 | 1,028 | 0.0% | 0.0% | 195 | +2,405 | 12.68% | Q4 2025 | Feb 17, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 21,064 | 1,013 | 0.35% | 0.35% | 196 | +615 | 3.01% | Q4 2025 | Feb 10, 2026 |
| ATX Financial Planning, LLC | History | New | 20,980 | 1,009 | 0.78% | — | 197 | +20,980 | New | Q4 2025 | Feb 19, 2026 |
| Precision Wealth Strategies, LLC | History | Reduced | 20,927 | 1,006 | 0.33% | 0.34% | 198 | -1,917 | -8.39% | Q4 2025 | Jan 30, 2026 |
| Sigma Planning Corp | History | Added to | 20,310 | 977 | 0.03% | 0.03% | 199 | +80 | 0.4% | Q4 2025 | Jan 30, 2026 |
| Greenline Wealth Management LLC | History | New | 19,621 | 943 | 0.98% | — | 200 | +19,621 | New | Q4 2025 | Feb 13, 2026 |
| KKM Financial LLC | History | Added to | 19,301 | 928 | 0.16% | 0.28% | 201 | +132 | 0.69% | Q4 2025 | Feb 18, 2026 |
| Bellwether Advisors, LLC | History | No change | 18,831 | 905 | 0.14% | 0.14% | 202 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 18,586 | 894 | 0.12% | — | 203 | +18,586 | New | Q4 2025 | Feb 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 18,543 | 892 | 0.02% | 0.02% | 204 | +1,410 | 8.23% | Q4 2025 | Feb 09, 2026 |
| Betterment LLC | History | Added to | 18,137 | 873 | 0.0% | 0.0% | 205 | +13,397 | 282.64% | Q4 2025 | Feb 12, 2026 |
| Hilltop Holdings Inc. | History | Added to | 17,866 | 859 | 0.05% | 0.04% | 206 | +698 | 4.07% | Q4 2025 | Feb 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 17,723 | 852 | 0.02% | 0.02% | 207 | +6 | 0.03% | Q4 2025 | Jan 29, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 17,590 | 846 | 0.0% | 0.0% | 208 | +1,712 | 10.78% | Q4 2025 | Feb 03, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 17,250 | 829 | 0.01% | 0.01% | 209 | +5,752 | 50.03% | Q4 2025 | Jan 22, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 16,928 | 814 | 0.17% | 0.2% | 210 | +744 | 4.6% | Q4 2025 | Feb 13, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 16,260 | 806 | 0.09% | 0.09% | 211 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Synergy Investment Management, LLC | History | Reduced | 16,709 | 803 | 0.28% | 0.3% | 212 | -334 | -1.96% | Q4 2025 | Feb 06, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 16,680 | 802 | 0.1% | 0.11% | 213 | +291 | 1.78% | Q4 2025 | Feb 04, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 16,654 | 801 | 0.01% | 0.01% | 214 | +5,787 | 53.25% | Q4 2025 | Feb 10, 2026 |
| Goelzer Investment Management, Inc. | History | Reduced | 15,724 | 756 | 0.04% | 0.04% | 215 | -30 | -0.19% | Q4 2025 | Jan 14, 2026 |
| Berkeley, Inc | History | Reduced | 15,601 | 750 | 0.24% | 0.25% | 216 | -1,051 | -6.31% | Q4 2025 | Jan 26, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 15,579 | 749 | 0.09% | 0.11% | 217 | -7,740 | -33.19% | Q4 2025 | Jan 15, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 15,351 | 738 | 0.01% | 0.02% | 218 | -2,066 | -11.86% | Q4 2025 | Jan 16, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Reduced | 15,341 | 738 | 0.13% | 0.12% | 219 | -107 | -0.69% | Q4 2025 | Jan 27, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 15,118 | 727 | 0.05% | 0.05% | 220 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rothschild Wealth LLC | History | Added to | 15,109 | 726 | 0.07% | 0.12% | 221 | +3,572 | 30.96% | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | Added to | 14,920 | 717 | 0.01% | 0.01% | 222 | +5,545 | 59.15% | Q4 2025 | Feb 13, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 14,826 | 713 | 0.02% | 0.02% | 223 | -134 | -0.9% | Q4 2025 | Feb 17, 2026 |
| Diversify Advisory Services, LLC | History | No change | 13,779 | 693 | 0.02% | 0.02% | 224 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 14,016 | 674 | 0.02% | 0.02% | 225 | -522 | -3.59% | Q4 2025 | Jan 12, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 13,708 | 659 | 0.24% | 0.22% | 226 | +331 | 2.47% | Q4 2025 | Jan 22, 2026 |
| Prosperity Financial Group, Inc. | History | Reduced | 13,612 | 654 | 0.24% | 0.6% | 228 | -21,786 | -61.55% | Q4 2025 | Jan 26, 2026 |
| Arkadios Wealth Advisors | History | Added to | 13,611 | 654 | 0.01% | 0.01% | 227 | +6,178 | 83.12% | Q4 2025 | Feb 13, 2026 |
| WCG Wealth Advisors LLC | History | New | 13,491 | 649 | 0.02% | — | 230 | +13,491 | New | Q4 2025 | Feb 10, 2026 |
| Vident Advisory, LLC | History | Reduced | 13,491 | 649 | 0.01% | 0.01% | 229 | -26 | -0.19% | Q4 2025 | Feb 18, 2026 |
| Family Office Research LLC | History | No change | 13,040 | 627 | 0.26% | 0.26% | 231 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 12,594 | 605 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 12,534 | 603 | 0.07% | 0.08% | 233 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Trademark Financial Management, LLC | History | Reduced | 12,530 | 602 | 0.33% | 0.36% | 235 | -718 | -5.42% | Q4 2025 | Jan 28, 2026 |
| Clarius Group, LLC | History | Added to | 12,532 | 602 | 0.03% | 0.03% | 234 | +291 | 2.38% | Q4 2025 | Jan 14, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 12,466 | 599 | 0.07% | 0.07% | 236 | +279 | 2.29% | Q4 2025 | Feb 13, 2026 |
| Auxano Advisors, LLC | History | No change | 12,100 | 582 | 0.11% | 0.12% | 237 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Clear Trail Advisors, LLC | History | New | 12,082 | 581 | 0.13% | — | 238 | +12,082 | New | Q4 2025 | Jan 09, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 11,989 | 576 | 0.06% | 0.06% | 239 | +280 | 2.39% | Q4 2025 | Jan 20, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 11,930 | 573 | 0.16% | 0.28% | 240 | -10,017 | -45.64% | Q4 2025 | Feb 06, 2026 |
| Swisher Financial Concepts, Inc. | History | No change | 11,767 | 566 | 0.32% | 0.33% | 241 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| OneAscent Financial Services LLC | History | New | 11,677 | 561 | 0.05% | — | 242 | +11,677 | New | Q4 2025 | Feb 11, 2026 |
| Evanson Asset Management, LLC | History | Added to | 11,341 | 545 | 0.03% | 0.03% | 243 | +275 | 2.49% | Q4 2025 | Jan 12, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 11,064 | 532 | 0.0% | 0.01% | 244 | -11,064 | -50.0% | Q4 2025 | Feb 13, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 11,002 | 529 | 0.03% | 0.03% | 245 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| SIERRA OCEAN, LLC | History | No change | 10,911 | 524 | 0.43% | 0.43% | 246 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 10,705 | 515 | 0.0% | 0.0% | 247 | -180 | -1.65% | Q4 2025 | Feb 12, 2026 |
| CHOREO, LLC | History | No change | 10,644 | 514 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 10,491 | 504 | 0.01% | 0.03% | 249 | -16,515 | -61.15% | Q4 2025 | Feb 06, 2026 |
| Lutz Financial Services LLC | History | New | 10,469 | 503 | 0.03% | — | 250 | +10,469 | New | Q4 2025 | Feb 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 10,335 | 497 | 0.0% | 0.0% | 251 | +3,761 | 57.21% | Q4 2025 | Jan 05, 2026 |
| Valued Retirements, Inc. | History | Added to | 10,118 | 486 | 0.48% | 0.5% | 252 | +1 | 0.01% | Q4 2025 | Feb 09, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 10,079 | 484 | 0.01% | 0.01% | 253 | -426 | -4.06% | Q4 2025 | Jan 28, 2026 |
| Koshinski Asset Management, Inc. | History | New | 9,998 | 480 | 0.03% | — | 254 | +9,998 | New | Q4 2025 | Feb 03, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 9,998 | 480 | 0.03% | 0.04% | 255 | -518 | -4.93% | Q4 2025 | Feb 09, 2026 |
| Tidemark, LLC | History | Reduced | 9,918 | 477 | 0.14% | 0.14% | 256 | -333 | -3.25% | Q4 2025 | Feb 10, 2026 |
| BlackRock, Inc. | History | Added to | 9,861 | 474 | 0.0% | 0.0% | 257 | +214 | 2.22% | Q4 2025 | Feb 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 9,818 | 472 | 0.0% | 0.0% | 258 | +764 | 8.44% | Q4 2025 | Feb 02, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | No change | 9,777 | 470 | 0.17% | 0.17% | 259 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| OPTIMA CAPITAL LLC | History | Reduced | 9,657 | 464 | 0.2% | 0.24% | 260 | -977 | -9.19% | Q4 2025 | Jan 23, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 9,083 | 455 | 0.03% | 0.03% | 261 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 9,323 | 448 | 0.0% | 0.0% | 262 | -95,179 | -91.08% | Q4 2025 | Feb 17, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 9,262 | 445 | 0.01% | 0.01% | 263 | -567 | -5.77% | Q4 2025 | Jan 22, 2026 |
| LVW Advisors, LLC | History | No change | 9,090 | 437 | 0.04% | 0.04% | 264 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 9,027 | 434 | 0.02% | 0.02% | 265 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 9,004 | 433 | 0.01% | 0.0% | 266 | -1,374 | -13.24% | Q4 2025 | Feb 13, 2026 |
| GLENMEDE TRUST CO NA | History | New | 9,000 | 432 | 0.0% | — | 267 | +9,000 | New | Q4 2025 | Feb 17, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 8,948 | 430 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Advisor OS, LLC | History | New | 8,890 | 427 | 0.03% | — | 269 | +8,890 | New | Q4 2025 | Feb 04, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 8,806 | 423 | 0.13% | 0.13% | 270 | -96 | -1.08% | Q4 2025 | Feb 11, 2026 |
| Garde Capital, Inc. | History | No change | 8,700 | 418 | 0.02% | 0.02% | 271 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Carson Advisory Inc. | History | No change | 8,652 | 416 | 0.22% | 0.22% | 272 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 8,576 | 412 | 0.0% | 0.0% | 273 | +1,003 | 13.24% | Q4 2025 | Feb 11, 2026 |
| Curi Capital, LLC | History | No change | 8,368 | 402 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | No change | 8,292 | 398 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Meeder Advisory Services, Inc. | History | New | 8,262 | 397 | 0.02% | — | 276 | +8,262 | New | Q4 2025 | Feb 11, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 8,178 | 393 | 0.12% | 0.12% | 277 | +136 | 1.69% | Q4 2025 | Feb 10, 2026 |
| NewEdge Wealth, LLC | History | New | 8,076 | 388 | 0.0% | — | 278 | +8,076 | New | Q4 2025 | Feb 03, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 7,922 | 381 | 0.04% | 0.05% | 279 | +8 | 0.1% | Q4 2025 | Feb 11, 2026 |
| Advisor Resource Council | History | No change | 7,862 | 378 | 0.13% | 0.49% | 280 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 7,739 | 372 | 0.09% | 0.1% | 281 | -71 | -0.91% | Q4 2025 | Feb 02, 2026 |
| Avior Wealth Management, LLC | History | Added to | 7,279 | 350 | 0.01% | 0.01% | 282 | +180 | 2.54% | Q4 2025 | Jan 06, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 7,275 | 350 | 0.01% | 0.01% | 283 | +180 | 2.54% | Q4 2025 | Jan 23, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 7,163 | 344 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Strive Financial Group ,LLC | History | New | 6,870 | 330 | 0.16% | — | 285 | +6,870 | New | Q4 2025 | Feb 18, 2026 |
| CFO4Life Group, LLC | History | Reduced | 6,815 | 327 | 0.05% | 0.05% | 286 | -264 | -3.73% | Q4 2025 | Feb 06, 2026 |
| VANGUARD GROUP INC | History | No change | 6,784 | 326 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Aspen Grove Capital, LLC | History | No change | 6,795 | 326 | 0.06% | 0.05% | 288 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 6,767 | 325 | 0.01% | — | 289 | +6,767 | New | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 6,707 | 322 | 0.0% | — | 290 | +6,707 | New | Q4 2025 | Feb 05, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 6,499 | 312 | 0.0% | 0.0% | 292 | +54 | 0.84% | Q4 2025 | Feb 09, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 6,489 | 312 | 0.01% | 0.01% | 291 | -12 | -0.18% | Q4 2025 | Feb 03, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 6,459 | 311 | 0.01% | 0.01% | 293 | +80 | 1.25% | Q4 2025 | Feb 10, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 6,434 | 309 | 0.03% | 0.03% | 294 | +275 | 4.47% | Q4 2025 | Jan 14, 2026 |
| Powerhouse Assets LLC | History | New | 6,400 | 307 | 0.27% | — | 295 | +6,400 | New | Q4 2025 | Jan 15, 2026 |
| Fortitude Financial, LLC | History | New | 6,375 | 306 | 0.26% | — | 296 | +6,375 | New | Q4 2025 | Jan 27, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 6,327 | 304 | 0.06% | 0.05% | 299 | +1,830 | 40.69% | Q4 2025 | Feb 02, 2026 |
| Colorado Capital Management, Inc. | History | No change | 6,318 | 304 | 0.11% | 0.11% | 297 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Next Capital Management LLC | History | No change | 6,331 | 304 | 0.1% | 0.1% | 298 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Western Wealth Management, LLC | History | Added to | 6,291 | 302 | 0.01% | 0.01% | 300 | +232 | 3.83% | Q4 2025 | Feb 05, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 6,263 | 301 | 0.01% | — | 301 | +6,263 | New | Q4 2025 | Feb 13, 2026 |
| Resolute Advisors LLC | History | Added to | 6,241 | 300 | 0.1% | 0.07% | 302 | +158 | 2.6% | Q4 2025 | Feb 11, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 6,175 | 297 | 0.02% | 0.02% | 303 | -1,153 | -15.73% | Q4 2025 | Feb 04, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 6,124 | 294 | 0.05% | — | 306 | +6,124 | New | Q4 2025 | Feb 12, 2026 |
| Lido Advisors, LLC | History | Added to | 6,232 | 294 | 0.0% | 0.0% | 304 | +696 | 12.57% | Q4 2025 | Feb 10, 2026 |
| Impact Investors, Inc | History | No change | 6,118 | 294 | 0.2% | 0.19% | 305 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Sterling Investment Advisors, Ltd. | History | New | 6,088 | 292 | 0.05% | — | 307 | +6,088 | New | Q4 2025 | Feb 09, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 6,065 | 291 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 6,027 | 290 | 0.07% | 0.07% | 309 | -90 | -1.47% | Q4 2025 | Feb 13, 2026 |
| Goodman Financial Corp | History | No change | 6,005 | 288 | 0.05% | 0.05% | 310 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Ranch Capital Advisors Inc. | History | No change | 6,000 | 288 | 0.11% | 0.11% | 311 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 5,967 | 287 | 0.03% | 0.03% | 313 | +406 | 7.3% | Q4 2025 | Feb 13, 2026 |
| Helium Advisors LLC | History | Reduced | 5,983 | 287 | 0.29% | 0.24% | 314 | -154 | -2.51% | Q4 2025 | Feb 12, 2026 |
| Sowell Financial Services LLC | History | Added to | 5,968 | 287 | 0.01% | 0.01% | 312 | +67 | 1.14% | Q4 2025 | Jan 21, 2026 |
| Vigilare Wealth Management | History | No change | 5,910 | 284 | 0.1% | 0.09% | 315 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| S.A. Mason LLC | History | No change | 5,755 | 276 | 0.11% | 0.12% | 316 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Clarity Capital Advisors, LLC | History | No change | 5,708 | 274 | 0.14% | 0.14% | 317 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Traveka Wealth, LLC | History | No change | 5,645 | 271 | 0.11% | 0.12% | 318 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| SIMON QUICK ADVISORS, LLC | History | New | 5,550 | 267 | 0.01% | — | 319 | +5,550 | New | Q4 2025 | Jan 29, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | No change | 5,567 | 267 | 0.21% | 0.21% | 320 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| &PARTNERS | History | New | 5,539 | 266 | 0.0% | — | 321 | +5,539 | New | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER & CO INC | History | New | 5,539 | 266 | 0.0% | — | 322 | +5,539 | New | Q4 2025 | Feb 02, 2026 |
| Belpointe Asset Management LLC | History | Added to | 5,352 | 257 | 0.01% | 0.01% | 323 | +337 | 6.72% | Q4 2025 | Jan 27, 2026 |
| Waverly Advisors, LLC | History | Added to | 5,305 | 255 | 0.0% | 0.0% | 324 | +305 | 6.1% | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | New | 5,291 | 254 | 0.0% | — | 325 | +5,291 | New | Q4 2025 | Feb 12, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | No change | 5,220 | 251 | 0.14% | 0.14% | 326 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 5,158 | 248 | 0.03% | 0.03% | 327 | -375 | -6.78% | Q4 2025 | Feb 10, 2026 |
| Americana Partners, LLC | History | New | 5,105 | 245 | 0.01% | — | 328 | +5,105 | New | Q4 2025 | Feb 06, 2026 |
| Compound Planning, Inc. | History | Reduced | 5,093 | 245 | 0.01% | 0.01% | 329 | -1 | -0.02% | Q4 2025 | Feb 19, 2026 |
| Redwood Financial Network Corp | History | Added to | 4,932 | 237 | 0.15% | 0.14% | 330 | +122 | 2.54% | Q4 2025 | Feb 10, 2026 |
| Patten Group, Inc. | History | Reduced | 4,874 | 234 | 0.04% | 0.05% | 332 | -684 | -12.31% | Q4 2025 | Jan 23, 2026 |
| SHAYNE & JACOBS, LLC | History | No change | 4,866 | 234 | 0.07% | 0.07% | 331 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 4,765 | 229 | 0.0% | 0.0% | 333 | +4,188 | 725.82% | Q4 2025 | Feb 17, 2026 |
| PFG Investments, LLC | History | Added to | 4,726 | 227 | 0.01% | 0.01% | 334 | +114 | 2.47% | Q4 2025 | Jan 26, 2026 |
| Bank of New Hampshire | History | New | 4,646 | 223 | 0.05% | — | 335 | +4,646 | New | Q4 2025 | Mar 16, 2026 |
| CRUX WEALTH ADVISORS | History | New | 4,628 | 222 | 0.08% | — | 336 | +4,628 | New | Q4 2025 | Jan 21, 2026 |
| Atria Investments, Inc | History | Reduced | 4,579 | 220 | 0.0% | 0.0% | 337 | -11 | -0.24% | Q4 2025 | Feb 05, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 4,472 | 215 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PAX Financial Group, LLC | History | New | 4,446 | 213 | 0.04% | — | 339 | +4,446 | New | Q4 2025 | Feb 05, 2026 |
| EVOKE WEALTH, LLC | History | New | 4,250 | 204 | 0.0% | — | 341 | +4,250 | New | Q4 2025 | Feb 06, 2026 |
| Integrated Advisors Network LLC | History | New | 4,242 | 204 | 0.01% | — | 340 | +4,242 | New | Q4 2025 | Feb 17, 2026 |
| HUB Investment Partners, LLC | History | New | 4,216 | 202 | 0.01% | — | 342 | +4,216 | New | Q4 2025 | Feb 17, 2026 |
| SUTTON PLACE INVESTORS LLC | History | New | 4,200 | 202 | 0.11% | — | 343 | +4,200 | New | Q4 2025 | Jan 21, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 3,869 | 186 | 0.02% | 0.02% | 344 | -38 | -0.97% | Q4 2025 | Jan 26, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 3,835 | 184 | 0.02% | 0.02% | 345 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 3,711 | 178 | 0.01% | 0.01% | 346 | +372 | 11.14% | Q4 2025 | Jan 20, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 3,513 | 169 | 0.12% | 0.11% | 347 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 3,456 | 166 | 0.01% | — | 348 | +3,456 | New | Q4 2025 | Jan 21, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 3,433 | 165 | 0.0% | 0.0% | 349 | -3,134 | -47.72% | Q4 2025 | Feb 17, 2026 |
| LRI Investments, LLC | History | No change | 3,375 | 162 | 0.01% | 0.01% | 350 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 3,260 | 156 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Arax Advisory Partners | History | Reduced | 2,933 | 141 | 0.0% | 0.0% | 352 | -3,270 | -52.72% | Q4 2025 | Feb 13, 2026 |
| Hilltop National Bank | History | Reduced | 2,487 | 119 | 0.03% | 0.03% | 354 | -29 | -1.15% | Q4 2025 | Jan 07, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 2,477 | 119 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AE Wealth Management LLC | History | Added to | 2,305 | 110 | 0.0% | 0.0% | 355 | +524 | 29.42% | Q4 2025 | Jan 26, 2026 |
| Root Financial Partners, LLC | History | Added to | 2,199 | 105 | 0.01% | 0.0% | 356 | +1,204 | 121.01% | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | Reduced | 2,026 | 97 | 0.0% | 0.0% | 357 | -295 | -12.71% | Q4 2025 | Feb 06, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 1,870 | 89 | 0.01% | 0.01% | 358 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Mechanics Financial Corp | History | No change | 1,633 | 78 | 0.03% | 0.03% | 359 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Salomon & Ludwin, LLC | History | No change | 1,583 | 77 | 0.01% | 0.01% | 360 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| MOTCO | History | No change | 1,346 | 64 | 0.01% | 0.01% | 361 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,317 | 63 | 0.0% | 0.0% | 362 | -111 | -7.77% | Q4 2025 | Feb 06, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 1,315 | 63 | 0.07% | 0.07% | 363 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Caldwell Trust Co | History | No change | 1,250 | 60 | 0.01% | 0.01% | 364 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SouthState Bank Corp | History | No change | 1,230 | 59 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Hoese & Co LLP | History | No change | 1,240 | 59 | 0.04% | 0.04% | 366 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| MidFirst Bank | History | New | 1,209 | 58 | 0.0% | — | 367 | +1,209 | New | Q4 2025 | Feb 25, 2026 |
| BITTERROOT CAPITAL ADVISORS LLC | History | New | 1,122 | 53 | 0.04% | — | 368 | +1,122 | New | Q4 2025 | Feb 17, 2026 |
| Elevated Capital Advisors, LLC | History | New | 1,077 | 51 | 0.01% | — | 370 | +1,077 | New | Q4 2025 | Jan 27, 2026 |
| Key FInancial Inc | History | No change | 1,068 | 51 | 0.01% | 0.01% | 369 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 877 | 42 | 0.03% | — | 371 | +877 | New | Q4 2025 | Mar 05, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 809 | 38 | 0.01% | 0.01% | 372 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 743 | 35 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Clean Yield Group | History | No change | 738 | 35 | 0.01% | 0.01% | 374 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 708 | 34 | 0.02% | 0.02% | 375 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Versant Capital Management, Inc | History | New | 680 | 32 | 0.0% | — | 376 | +680 | New | Q4 2025 | Jan 08, 2026 |
| Blue Trust, Inc. | History | Reduced | 628 | 30 | 0.0% | 0.0% | 378 | -438 | -41.09% | Q4 2025 | Jan 16, 2026 |
| NBC SECURITIES, INC. | History | No change | 624 | 30 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Triumph Capital Management | History | New | 547 | 26 | 0.01% | — | 379 | +547 | New | Q4 2025 | Feb 12, 2026 |
| ORG Partners LLC | History | No change | 550 | 26 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Colonial Trust Advisors | History | No change | 500 | 24 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 491 | 23 | 0.0% | — | 382 | +491 | New | Q4 2025 | Feb 13, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 486 | 23 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Clearstead Advisors, LLC | History | New | 472 | 22 | 0.0% | — | 384 | +472 | New | Q4 2025 | Feb 09, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 443 | 21 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| TSFG, LLC | History | No change | 432 | 21 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 340 | 16 | 0.02% | — | 387 | +340 | New | Q4 2025 | Feb 12, 2026 |
| CX Institutional | History | Added to | 312 | 15 | 0.0% | 0.0% | 389 | +8 | 2.63% | Q4 2025 | Feb 02, 2026 |
| First Pacific Financial | History | Added to | 313 | 15 | 0.0% | 0.0% | 390 | +8 | 2.62% | Q4 2025 | Jan 16, 2026 |
| Russell Investments Group, Ltd. | History | No change | 327 | 15 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 331 | 15 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Smartleaf Asset Management LLC | History | New | 278 | 13 | 0.0% | — | 393 | +278 | New | Q4 2025 | Feb 13, 2026 |
| Friedenthal Financial | History | No change | 272 | 13 | 0.01% | 0.01% | 392 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 265 | 12 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 216 | 10 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Financial Perspectives, Inc | History | No change | 210 | 10 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| WHITTIER TRUST CO | History | No change | 200 | 9 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Asset Planning,Inc | History | No change | 193 | 9 | 0.01% | 0.01% | 398 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Sachetta, LLC | History | Reduced | 176 | 8 | 0.0% | 0.01% | 401 | -215 | -54.99% | Q4 2025 | Feb 02, 2026 |
| GHP Investment Advisors, Inc. | History | New | 182 | 8 | 0.0% | — | 400 | +182 | New | Q4 2025 | Jan 27, 2026 |
| ASSETMARK, INC | History | No change | 183 | 8 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| McIlrath & Eck, LLC | History | No change | 164 | 7 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Rossby Financial, LCC | History | No change | 163 | 7 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MCF Advisors LLC | History | No change | 142 | 6 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sunbelt Securities, Inc. | History | No change | 138 | 6 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| WOLFF WIESE MAGANA LLC | History | Reduced | 107 | 5 | 0.0% | 0.01% | 408 | -247 | -69.77% | Q4 2025 | Jan 14, 2026 |
| Princeton Global Asset Management LLC | History | New | 108 | 5 | 0.0% | — | 407 | +108 | New | Q4 2025 | Jan 20, 2026 |
| Winch Advisory Services, LLC | History | No change | 120 | 5 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 86 | 4 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 81 | 3 | 0.0% | 0.0% | 410 | -5,500 | -98.55% | Q4 2025 | Feb 11, 2026 |
| Archer Investment Corp | History | No change | 77 | 3 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SIMPLEX TRADING, LLC | History | New | 59 | 2 | 0.0% | — | 412 | +59 | New | Q4 2025 | Feb 11, 2026 |
| Trust Co | History | New | 50 | 2 | 0.0% | — | 413 | +50 | New | Q4 2025 | Jan 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 39 | 1 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ST GERMAIN D J CO INC | History | No change | 31 | 1 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CoreCap Advisors, LLC | History | No change | 32 | 1 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 1.54% | — | -820,510 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Williams Financial, LLC | History | Closed out | 0 | 0 | — | 17.48% | — | -365,019 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Stratos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -103,887 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Forefront Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.75% | — | -64,146 | -100.0% | Q3 2025 | Oct 20, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -26,965 | -100.0% | Q3 2025 | Nov 14, 2025 |
| IPG Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -19,047 | -100.0% | Q3 2025 | Nov 13, 2025 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -13,926 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Regal Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -12,498 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Vertex Planning Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -7,028 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Northern Financial Advisors Inc | History | Closed out | 0 | 0 | — | 0.17% | — | -6,876 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Harbour Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -5,917 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,083 | -100.0% | Q3 2025 | Nov 06, 2025 |
| SUMMITRY LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,969 | -100.0% | Q3 2025 | Nov 07, 2025 |
| LVM CAPITAL MANAGEMENT LTD/MI | History | Closed out | 0 | 0 | — | 0.02% | — | -4,500 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Latitude Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,462 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Cambria Investment Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,381 | -100.0% | Q3 2025 | Dec 01, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,381 | -100.0% | Q3 2025 | Nov 13, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,849 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Koesten, Hirschmann & Crabtree, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,060 | -100.0% | Q3 2025 | Nov 05, 2025 |
| TOTH FINANCIAL ADVISORY CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -841 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -646 | -100.0% | Q3 2025 | Oct 29, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -423 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -350 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -258 | -100.0% | Q3 2025 | Oct 07, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -190 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Decker Retirement Planning Inc. | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Oct 27, 2025 |
| CVA Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Financial Gravity Asset Management, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |