Amplify ETF Trust - DIVO
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | History | Added to | 15,586,010 | 693,577 | 0.22% | 0.21% | 1 | +772,345 | 5.21% | Q4 2025 | Feb 18, 2026 |
| LPL Financial LLC | History | Added to | 7,447,779 | 331,426 | 0.09% | 0.09% | 2 | +294,892 | 4.12% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 2,929,359 | 130,356 | 0.01% | 0.01% | 3 | +543,114 | 22.76% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,894,493 | 128,804 | 0.04% | 0.03% | 4 | +582,929 | 25.22% | Q4 2025 | Feb 10, 2026 |
| Retirement Planning Group, LLC | History | Added to | 2,893,478 | 128,759 | 4.23% | 4.29% | 5 | +123,069 | 4.44% | Q4 2025 | Feb 03, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 2,743,905 | 124,438 | 0.17% | 0.18% | 6 | +19,248 | 0.71% | Q4 2025 | Jan 08, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,136,241 | 95,062 | 0.1% | 0.1% | 7 | +135,065 | 6.75% | Q4 2025 | Feb 06, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,977,538 | 88,000 | 0.2% | 0.19% | 8 | +202,172 | 11.39% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,701,403 | 75,713 | 0.01% | — | 9 | +1,701,403 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 1,510,329 | 67,209 | 0.01% | 0.01% | 10 | -79,887 | -5.02% | Q4 2025 | Jan 29, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,343,337 | 59,778 | 0.08% | 0.08% | 11 | +73,064 | 5.75% | Q4 2025 | Feb 02, 2026 |
| Reliant Wealth Planning | History | New | 1,017,720 | 45,288 | 14.15% | — | 12 | +1,017,720 | New | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 994,979 | 44,276 | 0.01% | 0.01% | 13 | +114,623 | 13.02% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 948,018 | 42,186 | 0.05% | 0.04% | 14 | +234,620 | 32.89% | Q4 2025 | Feb 17, 2026 |
| MBL Wealth, LLC | History | Added to | 941,552 | 41,899 | 3.36% | 3.57% | 15 | +24,273 | 2.65% | Q4 2025 | Jan 21, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 938,674 | 41,776 | 0.06% | 0.05% | 16 | +68,358 | 7.85% | Q4 2025 | Feb 17, 2026 |
| Hibernia Wealth Partners, LLC | History | Added to | 840,268 | 37,392 | 11.26% | 11.71% | 17 | +430,034 | 104.83% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 813,251 | 36,189 | 0.03% | 0.03% | 18 | +158,850 | 24.27% | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 753,857 | 33,546 | 0.19% | — | 19 | +753,857 | New | Q4 2025 | Feb 03, 2026 |
| Stratos Investment Management, LLC | History | Added to | 694,676 | 30,913 | 1.24% | 1.21% | 20 | +37,324 | 5.68% | Q4 2025 | Jan 20, 2026 |
| Private Advisor Group, LLC | History | Added to | 662,229 | 29,469 | 0.14% | 0.14% | 21 | +36,867 | 5.9% | Q4 2025 | Feb 17, 2026 |
| CPC Advisors, LLC | History | Added to | 615,353 | 27,383 | 2.76% | 2.81% | 22 | +18,113 | 3.03% | Q4 2025 | Jan 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 586,056 | 26,079 | 0.14% | 0.14% | 23 | +25,502 | 4.55% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Added to | 547,840 | 24,379 | 0.07% | 0.07% | 24 | +18,760 | 3.55% | Q4 2025 | Jan 26, 2026 |
| NBZ Investment Advisors LLC | History | Added to | 513,645 | 22,857 | 9.95% | 11.03% | 25 | +39,069 | 8.23% | Q4 2025 | Feb 03, 2026 |
| Prostatis Group LLC | History | Reduced | 458,228 | 20,391 | 4.87% | 5.12% | 26 | -389 | -0.08% | Q4 2025 | Feb 17, 2026 |
| Vantage Financial Partners, LLC | History | Added to | 445,138 | 19,808 | 4.02% | 4.13% | 27 | +5,132 | 1.17% | Q4 2025 | Feb 03, 2026 |
| NewEdge Advisors, LLC | History | Added to | 414,789 | 18,458 | 0.07% | 0.08% | 28 | +32,678 | 8.55% | Q4 2025 | Feb 18, 2026 |
| Second Half Financial Partners, LLC | History | Added to | 412,649 | 18,362 | 8.15% | 8.1% | 29 | +2 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 411,694 | 18,320 | 0.0% | 0.0% | 30 | +96,515 | 30.62% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Added to | 411,316 | 18,303 | 0.15% | 0.16% | 31 | +8,925 | 2.22% | Q4 2025 | Jan 26, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 410,941 | 18,286 | 0.03% | 0.03% | 32 | -9,578 | -2.28% | Q4 2025 | Feb 18, 2026 |
| Summit Financial, LLC | History | Added to | 403,741 | 17,966 | 0.26% | 0.26% | 33 | +20,679 | 5.4% | Q4 2025 | Feb 13, 2026 |
| Marshall Financial Group, LLC | History | Added to | 381,480 | 16,975 | 3.29% | 3.15% | 34 | +18,688 | 5.15% | Q4 2025 | Jan 09, 2026 |
| ForthRight Wealth Management, LLC | History | Added to | 374,681 | 16,673 | 4.79% | 4.23% | 35 | +48,361 | 14.82% | Q4 2025 | Jan 13, 2026 |
| Clear Trail Advisors, LLC | History | New | 368,367 | 16,392 | 3.8% | — | 36 | +368,367 | New | Q4 2025 | Jan 09, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Reduced | 339,081 | 15,094 | 3.47% | 3.65% | 37 | -1,745 | -0.51% | Q4 2025 | Jan 28, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 327,193 | 14,560 | 0.36% | 0.42% | 38 | -36,396 | -10.01% | Q4 2025 | Feb 09, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 307,577 | 13,688 | 0.15% | 0.15% | 39 | +4,795 | 1.58% | Q4 2025 | Feb 02, 2026 |
| Financial Designs Corp | History | Added to | 302,840 | 13,476 | 7.63% | 7.54% | 40 | +12,906 | 4.45% | Q4 2025 | Jan 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 300,171 | 13,357 | 0.01% | 0.01% | 41 | +74,104 | 32.78% | Q4 2025 | Feb 10, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 291,127 | 12,955 | 0.26% | 0.27% | 42 | +26,489 | 10.01% | Q4 2025 | Feb 03, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 282,291 | 12,561 | 0.23% | 0.22% | 43 | +26,708 | 10.45% | Q4 2025 | Jan 07, 2026 |
| NCM Capital Management, LLC | History | Reduced | 276,413 | 12,300 | 4.56% | 4.88% | 44 | -6,002 | -2.13% | Q4 2025 | Mar 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 274,512 | 12,215 | 0.03% | 0.03% | 45 | +8,726 | 3.28% | Q4 2025 | Feb 13, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 270,841 | 12,052 | 0.22% | 0.28% | 46 | -44,818 | -14.2% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 255,496 | 11,369 | 0.0% | 0.0% | 47 | -9,792 | -3.69% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 246,237 | 10,957 | 0.01% | 0.01% | 48 | +25,334 | 11.47% | Q4 2025 | Feb 12, 2026 |
| Tower Wealth Partners, Inc. | History | Reduced | 246,215 | 10,956 | 6.02% | 6.04% | 49 | -610 | -0.25% | Q4 2025 | Jan 16, 2026 |
| Visionary Wealth Advisors | History | Added to | 236,046 | 10,504 | 0.47% | 0.47% | 50 | +9,421 | 4.16% | Q4 2025 | Feb 13, 2026 |
| Souders Financial Advisors | History | Added to | 232,072 | 10,327 | 1.18% | 1.2% | 51 | +5,820 | 2.57% | Q4 2025 | Feb 02, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 231,938 | 10,321 | 0.73% | 0.77% | 52 | +14,738 | 6.79% | Q4 2025 | Jan 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 215,182 | 9,575 | 0.12% | 0.12% | 53 | +954 | 0.45% | Q4 2025 | Jan 29, 2026 |
| Equitable Holdings, Inc. | History | Added to | 195,557 | 8,702 | 0.06% | 0.06% | 54 | +17,903 | 10.08% | Q4 2025 | Feb 17, 2026 |
| Investors Research Corp | History | Added to | 189,755 | 8,444 | 1.55% | 1.5% | 55 | +7,710 | 4.24% | Q4 2025 | Jan 06, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 184,141 | 8,194 | 0.16% | 0.15% | 56 | +14,676 | 8.66% | Q4 2025 | Feb 12, 2026 |
| Carter Financial Group, INC. | History | Added to | 181,918 | 8,095 | 4.8% | 4.62% | 57 | +10,448 | 6.09% | Q4 2025 | Feb 13, 2026 |
| Phoenix Wealth Advisors | History | Reduced | 181,762 | 8,088 | 3.11% | 3.13% | 58 | -1,162 | -0.64% | Q4 2025 | Jan 22, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 178,415 | 7,939 | 0.47% | 0.26% | 59 | +82,885 | 86.76% | Q4 2025 | Feb 10, 2026 |
| MTM Investment Management, LLC | History | Added to | 176,599 | 7,858 | 2.51% | 2.43% | 60 | +5,131 | 2.99% | Q4 2025 | Feb 09, 2026 |
| Magnus Financial Group LLC | History | Added to | 175,381 | 7,804 | 0.6% | 0.59% | 61 | +6,804 | 4.04% | Q4 2025 | Jan 07, 2026 |
| Element Wealth, LLC | History | Reduced | 174,853 | 7,780 | 3.21% | 3.44% | 62 | -2,656 | -1.5% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 173,865 | 7,737 | 0.02% | 0.02% | 63 | +1,001 | 0.58% | Q4 2025 | Feb 05, 2026 |
| Security National Bank | History | Added to | 171,320 | 7,623 | 1.09% | 1.13% | 64 | +5,821 | 3.52% | Q4 2025 | Feb 05, 2026 |
| Altus Wealth Group LLC | History | Added to | 170,604 | 7,591 | 3.03% | 0.99% | 65 | +116,514 | 215.41% | Q4 2025 | Feb 13, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 168,623 | 7,503 | 0.45% | 0.51% | 66 | -6,523 | -3.72% | Q4 2025 | Feb 17, 2026 |
| TBH Global Asset Management, LLC | History | Added to | 162,800 | 6,909 | 1.15% | 1.15% | 67 | +22,402 | 15.96% | Q4 2025 | Jan 29, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 148,665 | 6,617 | 0.17% | 0.14% | 68 | +37,408 | 33.62% | Q4 2025 | Feb 17, 2026 |
| RiverTree Advisors, LLC | History | Reduced | 148,123 | 6,591 | 4.2% | 4.24% | 69 | -352 | -0.24% | Q4 2025 | Jan 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 147,678 | 6,571 | 0.3% | 0.27% | 70 | +21,658 | 17.19% | Q4 2025 | Feb 13, 2026 |
| Trilogy Capital Inc. | History | Added to | 143,006 | 6,363 | 0.28% | 0.29% | 71 | +2,647 | 1.89% | Q4 2025 | Jan 22, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Added to | 142,113 | 6,324 | 1.86% | 1.95% | 72 | +1,634 | 1.16% | Q4 2025 | Jan 21, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 141,722 | 6,306 | 0.33% | 0.24% | 73 | +56,923 | 67.13% | Q4 2025 | Jan 26, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 139,257 | 6,196 | 0.01% | 0.01% | 74 | +38,885 | 38.74% | Q4 2025 | Mar 16, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 138,668 | 6,170 | 0.3% | 0.35% | 75 | +24,679 | 21.65% | Q4 2025 | Feb 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 138,406 | 6,159 | 0.08% | 0.1% | 76 | +24,417 | 21.42% | Q4 2025 | Feb 06, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 134,261 | 5,974 | 2.95% | 3.13% | 77 | +6,072 | 4.74% | Q4 2025 | Jan 30, 2026 |
| AlphaCore Capital LLC | History | New | 129,841 | 5,777 | 0.13% | — | 78 | +129,841 | New | Q4 2025 | Feb 05, 2026 |
| SIERRA OCEAN, LLC | History | Added to | 125,233 | 5,572 | 4.61% | 4.58% | 79 | +2,919 | 2.39% | Q4 2025 | Feb 06, 2026 |
| Foguth Wealth Management, LLC. | History | New | 118,582 | 5,300 | 0.82% | — | 80 | +118,582 | New | Q4 2025 | Jan 05, 2026 |
| Stonebrook Private Inc. | History | Reduced | 117,723 | 5,238 | 1.1% | 1.14% | 81 | -207 | -0.18% | Q4 2025 | Feb 11, 2026 |
| Leo Wealth, LLC | History | New | 116,744 | 5,202 | 0.38% | — | 82 | +116,744 | New | Q4 2025 | Jan 21, 2026 |
| Stillwater Wealth Management Group | History | Added to | 116,660 | 5,191 | 3.52% | 2.4% | 83 | +39,765 | 51.71% | Q4 2025 | Jan 27, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 113,214 | 5,038 | 0.1% | 0.1% | 84 | +4,400 | 4.04% | Q4 2025 | Jan 14, 2026 |
| Farrow Financial, Inc. | History | Reduced | 112,927 | 5,025 | 2.89% | 2.92% | 85 | -109 | -0.1% | Q4 2025 | Jan 27, 2026 |
| Good Steward Wealth Advisors,LLC | History | Reduced | 112,603 | 5,010 | 3.31% | 3.55% | 86 | -2,624 | -2.28% | Q4 2025 | Jan 22, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 111,111 | 4,944 | 0.05% | 0.0% | 87 | +106,205 | 2164.8% | Q4 2025 | Feb 13, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 110,460 | 4,915 | 0.83% | — | 88 | +110,460 | New | Q4 2025 | Feb 12, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 109,039 | 4,852 | 0.28% | 0.29% | 89 | +1,069 | 0.99% | Q4 2025 | Jan 15, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 108,529 | 4,829 | 2.03% | 2.08% | 90 | -964 | -0.88% | Q4 2025 | Feb 05, 2026 |
| Signature Wealth Management Group | History | Added to | 106,133 | 4,722 | 1.93% | 1.83% | 91 | +400 | 0.38% | Q4 2025 | Jan 15, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 105,375 | 4,689 | 0.1% | 0.17% | 92 | -107,263 | -50.44% | Q4 2025 | Feb 05, 2026 |
| Spire Wealth Management | History | Reduced | 104,797 | 4,663 | 0.16% | 0.17% | 93 | -4,039 | -3.71% | Q4 2025 | Jan 14, 2026 |
| Baron Financial Group, LLC | History | Added to | 102,999 | 4,583 | 2.46% | 2.48% | 94 | +1,470 | 1.45% | Q4 2025 | Jan 09, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 102,012 | 4,539 | 0.57% | 0.88% | 95 | -42,149 | -29.24% | Q4 2025 | Jan 15, 2026 |
| AVALON CAPITAL MANAGEMENT | History | Added to | 96,527 | 4,295 | 1.03% | 1.02% | 96 | +2,821 | 3.01% | Q4 2025 | Feb 11, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 95,665 | 4,257 | 0.0% | 0.0% | 97 | -6,997 | -6.82% | Q4 2025 | Feb 17, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 95,597 | 4,254 | 0.62% | — | 98 | +95,597 | New | Q4 2025 | Feb 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 95,421 | 4,246 | 0.01% | 0.01% | 99 | +11,126 | 13.2% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 94,058 | 4,185 | 0.05% | 0.03% | 100 | +44,372 | 89.3% | Q4 2025 | Jan 20, 2026 |
| Golden State Equity Partners | History | Added to | 92,502 | 4,116 | 0.66% | 0.67% | 101 | +2,686 | 2.99% | Q4 2025 | Jan 29, 2026 |
| McAdam, LLC | History | Added to | 92,356 | 4,109 | 0.19% | 0.19% | 102 | +5,048 | 5.78% | Q4 2025 | Feb 13, 2026 |
| Ranch Capital Advisors Inc. | History | Added to | 91,691 | 4,080 | 1.5% | 1.54% | 103 | +2,296 | 2.57% | Q4 2025 | Feb 05, 2026 |
| Meridian Wealth Advisors, LLC | History | Added to | 90,525 | 4,028 | 0.56% | 0.4% | 104 | +27,985 | 44.75% | Q4 2025 | Feb 17, 2026 |
| Moran Wealth Management, LLC | History | Added to | 90,123 | 4,010 | 0.12% | 0.11% | 105 | +10,854 | 13.69% | Q4 2025 | Jan 26, 2026 |
| &PARTNERS | History | Added to | 87,017 | 3,872 | 0.02% | 0.02% | 106 | +8,463 | 10.77% | Q4 2025 | Feb 17, 2026 |
| Allred Capital Management, LLC | History | Added to | 86,175 | 3,834 | 1.39% | 1.19% | 107 | +9,467 | 12.34% | Q4 2025 | Feb 10, 2026 |
| OakTrust Wealth Advisors, LLC | History | New | 85,859 | 3,820 | 3.52% | — | 108 | +85,859 | New | Q4 2025 | Feb 27, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 85,593 | 3,808 | 0.12% | 0.13% | 109 | +724 | 0.85% | Q4 2025 | Feb 13, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | New | 81,415 | 3,622 | 2.36% | — | 110 | +81,415 | New | Q4 2025 | Apr 02, 2026 |
| Jacobi Capital Management LLC | History | Added to | 79,825 | 3,552 | 0.21% | 0.21% | 111 | +3,107 | 4.05% | Q4 2025 | Feb 13, 2026 |
| Capital Square, LLC | History | Added to | 78,311 | 3,484 | 1.78% | 1.65% | 112 | +5,711 | 7.87% | Q4 2025 | Feb 13, 2026 |
| Centric Wealth Management | History | Added to | 75,321 | 3,473 | 0.73% | 0.74% | 113 | +1,131 | 1.52% | Q4 2025 | Feb 04, 2026 |
| MidWestOne Financial Group, Inc. | History | Added to | 76,312 | 3,395 | 0.38% | 0.41% | 114 | +876 | 1.16% | Q4 2025 | Feb 12, 2026 |
| Welch Financial Planning, LLC | History | New | 76,245 | 3,392 | 2.47% | — | 115 | +76,245 | New | Q4 2025 | Feb 02, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 74,764 | 3,326 | 0.12% | 0.17% | 116 | -23,386 | -23.83% | Q4 2025 | Feb 06, 2026 |
| MGB Wealth Management, LLC | History | Added to | 73,192 | 3,260 | 0.93% | 0.91% | 117 | +1,221 | 1.7% | Q4 2025 | Feb 17, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | Added to | 71,511 | 3,182 | 0.46% | 0.48% | 118 | +2,140 | 3.08% | Q4 2025 | Feb 05, 2026 |
| Financial Insights, Inc. | History | Added to | 70,820 | 3,151 | 1.06% | 0.99% | 119 | +4,050 | 6.07% | Q4 2025 | Mar 31, 2026 |
| United Advisor Group, LLC | History | Added to | 67,534 | 3,005 | 0.37% | 0.34% | 120 | +11,068 | 19.6% | Q4 2025 | Jan 26, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 65,938 | 2,934 | 0.09% | 0.12% | 121 | -25,315 | -27.74% | Q4 2025 | Jan 09, 2026 |
| PFG Advisors | History | Reduced | 65,227 | 2,902 | 0.14% | 0.13% | 122 | -3,254 | -4.75% | Q4 2025 | Jan 27, 2026 |
| Plotkin Financial Advisors, LLC | History | Added to | 62,620 | 2,786 | 1.36% | 1.33% | 123 | +2,112 | 3.49% | Q4 2025 | Feb 19, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 61,753 | 2,748 | 0.0% | 0.0% | 124 | +20,071 | 48.15% | Q4 2025 | Feb 11, 2026 |
| Advisory Services Network, LLC | History | Added to | 59,000 | 2,625 | 0.04% | 0.03% | 125 | +9,608 | 19.45% | Q4 2025 | Feb 17, 2026 |
| CHOREO, LLC | History | Added to | 55,303 | 2,502 | 0.03% | 0.03% | 126 | +9,812 | 21.57% | Q4 2025 | Jan 23, 2026 |
| Savvy Advisors, Inc. | History | New | 54,940 | 2,444 | 0.08% | — | 127 | +54,940 | New | Q4 2025 | Jan 20, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 53,831 | 2,395 | 0.01% | 0.01% | 128 | +3,759 | 7.51% | Q4 2025 | Feb 09, 2026 |
| SMITH, MOORE & CO. | History | Added to | 52,574 | 2,339 | 0.18% | 0.16% | 129 | +6,753 | 14.74% | Q4 2025 | Jan 23, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Added to | 51,631 | 2,297 | 0.66% | 0.46% | 130 | +17,983 | 53.44% | Q4 2025 | Feb 11, 2026 |
| COMERICA BANK | History | Added to | 50,473 | 2,246 | 0.01% | 0.01% | 131 | +3,800 | 8.14% | Q4 2025 | Jan 29, 2026 |
| BNB Wealth Management, LLC | History | New | 50,446 | 2,244 | 1.45% | — | 132 | +50,446 | New | Q4 2025 | Feb 17, 2026 |
| SFMG, LLC | History | Added to | 49,950 | 2,222 | 0.15% | 0.09% | 133 | +20,880 | 71.83% | Q4 2025 | Feb 10, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 49,203 | 2,189 | 0.24% | 0.28% | 134 | -6,306 | -11.36% | Q4 2025 | Jan 28, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 49,125 | 2,186 | 0.3% | — | 135 | +49,125 | New | Q4 2025 | Feb 09, 2026 |
| Harbor Asset Planning, Inc. | History | Reduced | 48,676 | 2,166 | 1.85% | 2.05% | 136 | -2,785 | -5.41% | Q4 2025 | Jan 26, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 47,850 | 2,129 | 0.75% | 0.86% | 137 | +416 | 0.88% | Q4 2025 | Feb 09, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 47,162 | 2,098 | 0.4% | 0.37% | 138 | +3,545 | 8.13% | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 46,569 | 2,072 | 0.01% | — | 139 | +46,569 | New | Q4 2025 | Feb 05, 2026 |
| DAVENPORT & Co LLC | History | Added to | 46,053 | 2,049 | 0.01% | 0.01% | 140 | +6,844 | 17.46% | Q4 2025 | Jan 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 45,623 | 2,030 | 0.02% | 0.03% | 141 | +8,375 | 22.48% | Q4 2025 | Jan 23, 2026 |
| ORG Wealth Partners, LLC | History | Added to | 44,934 | 2,000 | 0.47% | 0.36% | 142 | +7,246 | 19.23% | Q4 2025 | Jan 14, 2026 |
| Midwest Trust Co | History | No change | 44,909 | 1,998 | 0.02% | 0.03% | 143 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 44,774 | 1,992 | 0.0% | 0.0% | 144 | +15,284 | 51.83% | Q4 2025 | Feb 17, 2026 |
| VestGen Advisors, LLC | History | Added to | 44,318 | 1,972 | 0.08% | 0.05% | 145 | +13,716 | 44.82% | Q4 2025 | Feb 17, 2026 |
| Northwest Financial Advisors | History | Reduced | 43,733 | 1,946 | 4.0% | 2.53% | 146 | -381 | -0.86% | Q4 2025 | Jan 26, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 42,817 | 1,905 | 0.03% | 0.03% | 147 | +6,117 | 16.67% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Added to | 42,783 | 1,903 | 0.0% | 0.0% | 148 | +27,184 | 174.27% | Q4 2025 | Feb 17, 2026 |
| RDA Financial Network | History | Reduced | 42,770 | 1,903 | 0.46% | 0.47% | 149 | -140 | -0.33% | Q4 2025 | Jan 06, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 42,119 | 1,874 | 0.09% | 0.1% | 150 | +4,594 | 12.24% | Q4 2025 | Jan 28, 2026 |
| Principle Wealth Partners LLC | History | Added to | 41,542 | 1,848 | 0.1% | 0.1% | 151 | +4,331 | 11.64% | Q4 2025 | Feb 06, 2026 |
| World Investment Advisors | History | Added to | 39,519 | 1,758 | 0.03% | 0.03% | 152 | +7,956 | 25.21% | Q4 2025 | Mar 12, 2026 |
| Prospera Financial Services Inc | History | Reduced | 38,530 | 1,714 | 0.03% | 0.03% | 153 | -3,916 | -9.23% | Q4 2025 | Feb 09, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 38,210 | 1,700 | 0.13% | 0.13% | 154 | +908 | 2.43% | Q4 2025 | Jan 09, 2026 |
| Brookstone Capital Management | History | Reduced | 37,643 | 1,675 | 0.02% | 0.02% | 155 | -918 | -2.38% | Q4 2025 | Jan 15, 2026 |
| Redwood Family Wealth LLC | History | New | 37,637 | 1,674 | 1.65% | — | 156 | +37,637 | New | Q4 2025 | Mar 06, 2026 |
| CAP Partners, LLC | History | Reduced | 37,204 | 1,655 | 0.94% | 0.99% | 157 | -1,916 | -4.9% | Q4 2025 | Feb 04, 2026 |
| Kovack Advisors, Inc. | History | Added to | 37,114 | 1,651 | 0.08% | 0.05% | 158 | +25,335 | 215.09% | Q4 2025 | Feb 17, 2026 |
| CFO4Life Group, LLC | History | Added to | 35,458 | 1,577 | 0.22% | 0.22% | 159 | +783 | 2.26% | Q4 2025 | Feb 06, 2026 |
| Sigma Planning Corp | History | Added to | 35,156 | 1,564 | 0.04% | 0.01% | 160 | +30,341 | 630.13% | Q4 2025 | Jan 30, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 34,625 | 1,540 | 0.53% | 0.32% | 161 | +12,725 | 58.11% | Q4 2025 | Jan 28, 2026 |
| Cushing Capital Partners, LLC | History | Added to | 34,611 | 1,540 | 1.14% | 0.94% | 162 | +7,666 | 28.45% | Q4 2025 | Jan 14, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | New | 34,010 | 1,513 | 0.43% | — | 163 | +34,010 | New | Q4 2025 | Jan 27, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 33,251 | 1,479 | 0.0% | — | 164 | +33,251 | New | Q4 2025 | Feb 10, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 31,922 | 1,420 | 0.05% | 0.05% | 165 | +534 | 1.7% | Q4 2025 | Feb 04, 2026 |
| Semus Wealth Partners LLC | History | Added to | 31,654 | 1,408 | 0.76% | 0.78% | 166 | +670 | 2.16% | Q4 2025 | Jan 27, 2026 |
| Capital Wealth Planning, LLC | History | Reduced | 31,592 | 1,405 | 0.01% | 0.01% | 167 | -8,264 | -20.73% | Q4 2025 | Feb 11, 2026 |
| Peak Planning Group, LLC | History | New | 31,290 | 1,392 | 0.39% | — | 168 | +31,290 | New | Q4 2025 | Feb 13, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 31,090 | 1,383 | 0.19% | 0.22% | 169 | -2,595 | -7.7% | Q4 2025 | Feb 10, 2026 |
| STEPHENS INC /AR/ | History | Added to | 31,058 | 1,382 | 0.02% | 0.01% | 170 | +21,184 | 214.54% | Q4 2025 | Feb 05, 2026 |
| DeLarme Wealth Management, Inc. | History | New | 30,712 | 1,366 | 0.97% | — | 171 | +30,712 | New | Q4 2025 | Jan 26, 2026 |
| Reyes Financial Architecture, Inc. | History | Added to | 30,658 | 1,364 | 0.83% | 0.73% | 172 | +6,456 | 26.68% | Q4 2025 | Jan 26, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 28,614 | 1,273 | 0.03% | 0.03% | 173 | +3,276 | 12.93% | Q4 2025 | Feb 09, 2026 |
| Wealthfront Advisers LLC | History | Added to | 27,819 | 1,237 | 0.0% | 0.0% | 174 | +6,038 | 27.72% | Q4 2025 | Jan 30, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 27,288 | 1,214 | 0.1% | 0.06% | 175 | +11,473 | 72.55% | Q4 2025 | Jan 13, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Added to | 26,995 | 1,201 | 0.86% | 0.88% | 176 | +119 | 0.44% | Q4 2025 | Jan 27, 2026 |
| BOS Asset Management, LLC | History | No change | 26,686 | 1,187 | 0.32% | 0.34% | 177 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Alchemi Wealth, LLC | History | New | 26,645 | 1,185 | 0.65% | — | 178 | +26,645 | New | Q4 2025 | Feb 13, 2026 |
| CWC Advisors, LLC. | History | Added to | 26,526 | 1,180 | 0.57% | 0.55% | 179 | +1,324 | 5.25% | Q4 2025 | Jan 26, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 26,174 | 1,164 | 0.1% | 0.1% | 180 | +456 | 1.77% | Q4 2025 | Jan 26, 2026 |
| Belpointe Asset Management LLC | History | Added to | 25,898 | 1,152 | 0.04% | 0.04% | 181 | +272 | 1.06% | Q4 2025 | Jan 27, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | New | 25,562 | 1,137 | 0.31% | — | 182 | +25,562 | New | Q4 2025 | Feb 09, 2026 |
| Carson Advisory Inc. | History | Reduced | 23,225 | 1,033 | 0.54% | 0.57% | 183 | -293 | -1.25% | Q4 2025 | Feb 12, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 23,146 | 1,030 | 0.11% | 0.13% | 184 | +1,064 | 4.82% | Q4 2025 | Feb 11, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 22,994 | 1,023 | 0.01% | 0.01% | 185 | -7,393 | -24.33% | Q4 2025 | Feb 13, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 21,681 | 1,021 | 0.02% | 0.02% | 186 | +1,380 | 6.8% | Q4 2025 | Feb 09, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Reduced | 22,618 | 1,006 | 0.47% | 0.5% | 187 | -178 | -0.78% | Q4 2025 | Feb 06, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | New | 22,258 | 990 | 0.46% | — | 188 | +22,258 | New | Q4 2025 | Feb 17, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 21,977 | 977 | 0.07% | — | 189 | +21,977 | New | Q4 2025 | Feb 12, 2026 |
| NBT BANK N A /NY | History | Added to | 21,861 | 972 | 0.06% | 0.06% | 190 | +830 | 3.95% | Q4 2025 | Jan 23, 2026 |
| Alliance Wealth Advisors, LLC | History | Added to | 21,427 | 953 | 0.41% | 0.38% | 191 | +2,429 | 12.79% | Q4 2025 | Jan 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 21,254 | 945 | 0.0% | 0.0% | 192 | +4,849 | 29.56% | Q4 2025 | Feb 13, 2026 |
| Sachetta, LLC | History | Added to | 21,089 | 938 | 0.51% | 0.34% | 193 | +609 | 2.97% | Q4 2025 | Feb 02, 2026 |
| Lido Advisors, LLC | History | Added to | 20,943 | 933 | 0.0% | 0.0% | 194 | +525 | 2.57% | Q4 2025 | Feb 10, 2026 |
| Alpine Bank Wealth Management | History | Added to | 20,222 | 899 | 0.13% | 0.12% | 195 | +565 | 2.87% | Q4 2025 | Jan 15, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 19,867 | 884 | 0.81% | 0.04% | 196 | +14,071 | 242.77% | Q4 2025 | Feb 09, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 19,739 | 878 | 0.1% | 0.09% | 197 | +943 | 5.02% | Q4 2025 | Jan 23, 2026 |
| Arkadios Wealth Advisors | History | New | 19,632 | 873 | 0.02% | — | 198 | +19,632 | New | Q4 2025 | Feb 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 19,362 | 861 | 0.0% | 0.01% | 199 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 18,845 | 802 | 0.02% | 0.02% | 200 | -1,001 | -5.04% | Q4 2025 | Feb 11, 2026 |
| Vise Technologies, Inc. | History | Added to | 17,269 | 768 | 0.02% | 0.01% | 201 | +9,587 | 124.8% | Q4 2025 | Feb 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 16,903 | 752 | 0.01% | 0.01% | 203 | +7,380 | 77.5% | Q4 2025 | Jan 29, 2026 |
| Caprock Group, LLC | History | Added to | 16,755 | 752 | 0.02% | 0.02% | 202 | +87 | 0.52% | Q4 2025 | Jan 28, 2026 |
| White Knight Strategic Wealth Advisors, LLC | History | Added to | 16,839 | 749 | 0.55% | 0.46% | 204 | +3,822 | 29.36% | Q4 2025 | Feb 20, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 16,638 | 740 | 0.09% | 0.09% | 205 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| IFP Advisors, Inc | History | Added to | 16,210 | 721 | 0.02% | 0.02% | 206 | +299 | 1.88% | Q4 2025 | Feb 06, 2026 |
| Global Retirement Partners, LLC | History | Added to | 16,059 | 714 | 0.01% | 0.02% | 207 | +808 | 5.3% | Q4 2025 | Feb 06, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 15,873 | 706 | 0.0% | 0.0% | 208 | +6,157 | 63.37% | Q4 2025 | Feb 12, 2026 |
| Atria Investments, Inc | History | Added to | 15,693 | 698 | 0.01% | 0.01% | 209 | +2,593 | 19.79% | Q4 2025 | Feb 05, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 15,681 | 697 | 0.08% | 0.08% | 210 | +2,094 | 15.41% | Q4 2025 | Jan 26, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 15,580 | 693 | 0.01% | 0.01% | 211 | +278 | 1.82% | Q4 2025 | Feb 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 15,376 | 689 | 0.05% | 0.05% | 212 | -191 | -1.23% | Q4 2025 | Jan 15, 2026 |
| BFI Infinity Ltd. | History | Added to | 15,479 | 688 | 0.43% | 0.23% | 213 | +7,796 | 101.47% | Q4 2025 | Jan 14, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 15,406 | 685 | 0.02% | — | 215 | +15,406 | New | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 15,412 | 685 | 0.0% | 0.0% | 214 | -13,592 | -46.86% | Q4 2025 | Feb 17, 2026 |
| Berger Financial Group, Inc | History | Added to | 15,379 | 684 | 0.04% | 0.04% | 216 | +452 | 3.03% | Q4 2025 | Jan 27, 2026 |
| Karras Company, Inc. | History | New | 14,980 | 666 | 0.65% | — | 217 | +14,980 | New | Q4 2025 | Feb 06, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 14,866 | 661 | 0.02% | 0.02% | 218 | +2,610 | 21.3% | Q4 2025 | Jan 20, 2026 |
| Wiser Advisor Group LLC | History | Added to | 14,323 | 637 | 0.73% | 0.78% | 219 | +144 | 1.02% | Q4 2025 | Feb 09, 2026 |
| Redwood Financial Network Corp | History | Added to | 13,181 | 586 | 0.37% | 0.29% | 220 | +2,960 | 28.96% | Q4 2025 | Feb 10, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 12,842 | 579 | 0.01% | 0.0% | 221 | +8,303 | 182.93% | Q4 2025 | Jan 08, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 12,977 | 577 | 0.04% | 0.03% | 222 | +2,196 | 20.37% | Q4 2025 | Feb 13, 2026 |
| Mutual Advisors, LLC | History | Added to | 12,888 | 573 | 0.01% | 0.01% | 223 | +149 | 1.17% | Q4 2025 | Feb 02, 2026 |
| Illumine Investment Management, LLC | History | Added to | 12,845 | 571 | 0.42% | 0.36% | 224 | +1,509 | 13.31% | Q4 2025 | Feb 09, 2026 |
| Sovran Advisors, LLC | History | Reduced | 12,551 | 570 | 0.05% | 0.34% | 225 | -72,113 | -85.18% | Q4 2025 | Jan 20, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 12,580 | 559 | 0.06% | 0.03% | 226 | +5,519 | 78.16% | Q4 2025 | Jan 27, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 12,489 | 555 | 0.07% | 0.06% | 227 | +3,163 | 33.92% | Q4 2025 | Feb 12, 2026 |
| HF Advisory Group, LLC | History | Added to | 12,477 | 555 | 0.19% | 0.2% | 228 | +37 | 0.3% | Q4 2025 | Jan 23, 2026 |
| PFG Investments, LLC | History | Added to | 12,371 | 550 | 0.03% | 0.02% | 229 | +1,792 | 16.94% | Q4 2025 | Jan 26, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Added to | 12,373 | 550 | 0.4% | 0.4% | 230 | +107 | 0.87% | Q4 2025 | Feb 06, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 12,204 | 543 | 0.07% | 0.06% | 231 | +2,325 | 23.53% | Q4 2025 | Jan 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 12,018 | 534 | 0.0% | 0.0% | 232 | +5,558 | 86.04% | Q4 2025 | Feb 12, 2026 |
| OneAscent Wealth Management LLC | History | Added to | 11,722 | 521 | 0.17% | 0.17% | 233 | +178 | 1.54% | Q4 2025 | Feb 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 11,707 | 520 | 0.03% | 0.03% | 234 | -325 | -2.7% | Q4 2025 | Feb 10, 2026 |
| NewCorp Financial Services, Inc. | History | New | 11,489 | 511 | 0.45% | — | 235 | +11,489 | New | Q4 2025 | Feb 10, 2026 |
| WCG Wealth Advisors LLC | History | New | 11,469 | 510 | 0.01% | — | 236 | +11,469 | New | Q4 2025 | Feb 10, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 11,351 | 505 | 0.04% | 0.04% | 237 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Capasso Planning Partners LLC | History | Reduced | 11,322 | 503 | 0.28% | 0.45% | 238 | -5,135 | -31.2% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 11,281 | 502 | 0.02% | 0.02% | 239 | +1,669 | 17.36% | Q4 2025 | Jan 20, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 11,283 | 502 | 0.18% | 0.19% | 240 | -217 | -1.89% | Q4 2025 | Jan 28, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 11,243 | 500 | 0.02% | 0.02% | 241 | +58 | 0.52% | Q4 2025 | Feb 09, 2026 |
| Baird Financial Group, Inc. | History | New | 11,071 | 492 | 0.0% | — | 242 | +11,071 | New | Q4 2025 | Feb 13, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 11,001 | 491 | 0.19% | 0.11% | 243 | +5,282 | 92.36% | Q4 2025 | Jan 21, 2026 |
| Corient Private Wealth LLC | History | New | 20,001 | 479 | 0.0% | — | 244 | +20,001 | New | Q4 2025 | Mar 09, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 10,551 | 469 | 0.03% | 0.04% | 245 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Reduced | 10,273 | 457 | 0.25% | 0.41% | 246 | -2,045 | -16.6% | Q4 2025 | Feb 17, 2026 |
| Opal Wealth Advisors, LLC | History | Added to | 10,129 | 450 | 0.12% | 0.11% | 247 | +846 | 9.11% | Q4 2025 | Jan 26, 2026 |
| Kingsview Wealth Management, LLC | History | New | 10,043 | 446 | 0.01% | — | 248 | +10,043 | New | Q4 2025 | Feb 09, 2026 |
| Talisman Wealth Advisors LLC | History | Added to | 9,803 | 436 | 0.34% | 0.23% | 249 | +3,692 | 60.42% | Q4 2025 | Feb 20, 2026 |
| Tidemark, LLC | History | Reduced | 9,626 | 428 | 0.12% | 0.12% | 250 | -2 | -0.02% | Q4 2025 | Feb 10, 2026 |
| IAM Advisory, LLC | History | Added to | 9,454 | 420 | 0.09% | 0.09% | 251 | +97 | 1.04% | Q4 2025 | Jan 07, 2026 |
| Cannon Wealth Management Services, LLC | History | Added to | 9,357 | 416 | 0.29% | 0.31% | 252 | +7 | 0.07% | Q4 2025 | Jan 27, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 9,256 | 411 | 0.01% | 0.01% | 253 | +2,784 | 43.02% | Q4 2025 | Feb 06, 2026 |
| Cerity Partners LLC | History | Added to | 8,674 | 386 | 0.0% | 0.0% | 254 | +1 | 0.01% | Q4 2025 | Feb 11, 2026 |
| IHT Wealth Management, LLC | History | Added to | 8,644 | 384 | 0.01% | 0.01% | 255 | +239 | 2.84% | Q4 2025 | Feb 17, 2026 |
| WealthShield Partners, LLC | History | Added to | 8,610 | 383 | 0.04% | 0.04% | 256 | +1,675 | 24.15% | Q4 2025 | Feb 03, 2026 |
| Sepio Capital, LP | History | Added to | 8,560 | 380 | 0.02% | 0.02% | 258 | +1,198 | 16.27% | Q4 2025 | Feb 12, 2026 |
| US BANCORP \DE\ | History | Reduced | 8,540 | 380 | 0.0% | 0.0% | 257 | -426 | -4.75% | Q4 2025 | Jan 30, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 8,528 | 379 | 0.06% | 0.05% | 259 | +2,644 | 44.94% | Q4 2025 | Feb 17, 2026 |
| SHARPEPOINT LLC | History | New | 8,514 | 378 | 0.23% | — | 260 | +8,514 | New | Q4 2025 | Feb 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 8,441 | 375 | 0.0% | 0.0% | 261 | +6 | 0.07% | Q4 2025 | Feb 17, 2026 |
| High Net Worth Advisory Group LLC | History | Reduced | 8,396 | 373 | 0.09% | 0.09% | 262 | -107 | -1.26% | Q4 2025 | Jan 23, 2026 |
| Strategic Blueprint, LLC | History | Added to | 8,367 | 372 | 0.02% | 0.01% | 263 | +1,219 | 17.05% | Q4 2025 | Jan 30, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 8,332 | 370 | 0.0% | 0.0% | 264 | -48,868 | -85.43% | Q4 2025 | Feb 12, 2026 |
| Advisory Alpha, LLC | History | Added to | 8,291 | 368 | 0.01% | 0.01% | 266 | +378 | 4.78% | Q4 2025 | Feb 06, 2026 |
| WEBSTER BANK, N. A. | History | No change | 8,289 | 368 | 0.03% | 0.04% | 265 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 8,020 | 356 | 0.0% | 0.0% | 267 | -1,083 | -11.9% | Q4 2025 | Feb 17, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 7,962 | 354 | 0.07% | 0.09% | 268 | -1,450 | -15.41% | Q4 2025 | Jan 05, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 7,788 | 346 | 0.0% | 0.0% | 269 | -336 | -4.14% | Q4 2025 | Feb 12, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 7,768 | 345 | 0.18% | 0.19% | 270 | +99 | 1.29% | Q4 2025 | Feb 24, 2026 |
| Claris Financial LLC | History | New | 7,686 | 342 | 0.18% | — | 272 | +7,686 | New | Q4 2025 | Feb 19, 2026 |
| Mariner, LLC | History | Reduced | 7,694 | 342 | 0.0% | 0.0% | 271 | -4,947 | -39.13% | Q4 2025 | Feb 13, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 7,484 | 333 | 0.21% | 0.16% | 274 | +2,368 | 46.29% | Q4 2025 | Jan 29, 2026 |
| Atlas Wealth LLC | History | No change | 7,503 | 333 | 0.1% | 0.11% | 273 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Ethos Capital Management, Inc. | History | New | 7,347 | 326 | 0.31% | — | 276 | +7,347 | New | Q4 2025 | Jan 21, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 7,328 | 326 | 0.06% | 0.07% | 275 | +1,246 | 20.49% | Q4 2025 | Jan 26, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 7,316 | 325 | 0.0% | 0.0% | 277 | +603 | 8.98% | Q4 2025 | Feb 17, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Added to | 7,246 | 322 | 0.11% | 0.12% | 278 | +202 | 2.87% | Q4 2025 | Feb 13, 2026 |
| Arrowroot Family Office, LLC | History | Reduced | 7,090 | 315 | 0.11% | 0.13% | 279 | -322 | -4.34% | Q4 2025 | Feb 11, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 6,942 | 308 | 0.02% | 0.01% | 280 | +1,660 | 31.43% | Q4 2025 | Feb 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 6,853 | 304 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TriaGen Wealth Management LLC | History | Added to | 6,750 | 300 | 0.08% | 0.07% | 282 | +660 | 10.84% | Q4 2025 | Jan 27, 2026 |
| HRT FINANCIAL LP | History | New | 6,735 | 299 | 0.0% | — | 283 | +6,735 | New | Q4 2025 | Feb 12, 2026 |
| Stegent Equity Advisors, Inc. | History | No change | 6,606 | 293 | 0.23% | 0.24% | 284 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Atlantic Private Wealth, LLC | History | New | 6,538 | 290 | 0.19% | — | 286 | +6,538 | New | Q4 2025 | Feb 11, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 6,527 | 290 | 0.09% | 0.1% | 285 | -355 | -5.16% | Q4 2025 | Jan 07, 2026 |
| Gilliland Jeter Wealth Management LLC | History | Added to | 6,492 | 288 | 0.09% | 0.09% | 287 | +28 | 0.43% | Q4 2025 | Jan 23, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 6,238 | 278 | 0.01% | 0.13% | 288 | -84,980 | -93.16% | Q4 2025 | Feb 12, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 6,187 | 275 | 0.06% | 0.05% | 289 | +1,350 | 27.91% | Q4 2025 | Jan 16, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 6,000 | 267 | 0.0% | 0.0% | 290 | -8,400 | -58.33% | Q4 2025 | Feb 17, 2026 |
| Sowell Financial Services LLC | History | Added to | 5,825 | 259 | 0.01% | 0.01% | 291 | +73 | 1.27% | Q4 2025 | Jan 21, 2026 |
| Horizon Advisory Services, Inc. | History | New | 5,785 | 257 | 0.13% | — | 292 | +5,785 | New | Q4 2025 | Jan 29, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 5,766 | 256 | 0.05% | 0.05% | 293 | -64 | -1.1% | Q4 2025 | Feb 13, 2026 |
| Western Wealth Management, LLC | History | Added to | 5,732 | 255 | 0.01% | 0.01% | 294 | +1,137 | 24.74% | Q4 2025 | Feb 05, 2026 |
| Ancora Advisors LLC | History | Added to | 5,652 | 251 | 0.01% | 0.0% | 295 | +103 | 1.86% | Q4 2025 | Feb 17, 2026 |
| Aspire Growth Partners LLC | History | Added to | 5,482 | 243 | 0.17% | 0.18% | 296 | +31 | 0.57% | Q4 2025 | Feb 05, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 5,456 | 242 | 0.0% | 0.0% | 297 | -125 | -2.24% | Q4 2025 | Feb 02, 2026 |
| Royal Fund Management, LLC | History | New | 5,337 | 237 | 0.02% | — | 298 | +5,337 | New | Q4 2025 | Jan 15, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 5,323 | 236 | 0.09% | 0.1% | 299 | +157 | 3.04% | Q4 2025 | Feb 05, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 5,275 | 234 | 0.0% | 0.0% | 300 | -4,819 | -47.74% | Q4 2025 | Feb 13, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Reduced | 5,202 | 231 | 0.13% | 0.12% | 301 | -133 | -2.49% | Q4 2025 | Jan 28, 2026 |
| SAX WEALTH ADVISORS, LLC | History | New | 5,175 | 230 | 0.01% | — | 302 | +5,175 | New | Q4 2025 | Jan 12, 2026 |
| BlackRock, Inc. | History | No change | 5,166 | 229 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Optivise Advisory Services LLC | History | Added to | 4,966 | 220 | 0.13% | 0.12% | 304 | +379 | 8.26% | Q4 2025 | Jan 12, 2026 |
| WFA of San Diego, LLC | History | Reduced | 4,858 | 216 | 0.16% | 0.22% | 306 | -2,232 | -31.48% | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 4,862 | 216 | 0.01% | 0.02% | 305 | -255 | -4.98% | Q4 2025 | Feb 03, 2026 |
| Dynamic Wealth Strategies, LLC | History | Added to | 4,417 | 196 | 0.12% | 0.12% | 307 | +217 | 5.17% | Q4 2025 | Feb 04, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 4,316 | 192 | 0.02% | 0.02% | 308 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| AE Wealth Management LLC | History | Added to | 4,092 | 182 | 0.0% | 0.0% | 309 | +1,388 | 51.33% | Q4 2025 | Jan 26, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 3,853 | 171 | 0.02% | — | 310 | +3,853 | New | Q4 2025 | Jan 27, 2026 |
| Millstone Evans Group, LLC | History | Added to | 3,516 | 156 | 0.09% | 0.1% | 311 | +2 | 0.06% | Q4 2025 | Feb 02, 2026 |
| Root Financial Partners, LLC | History | Added to | 3,385 | 150 | 0.01% | 0.0% | 312 | +1,969 | 139.05% | Q4 2025 | Feb 10, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 3,333 | 148 | 0.02% | 0.02% | 313 | +23 | 0.69% | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 3,334 | 148 | 0.01% | 0.01% | 314 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Camelot Portfolios, LLC | History | New | 3,082 | 137 | 0.08% | — | 315 | +3,082 | New | Q4 2025 | Jan 29, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 2,346 | 104 | 0.0% | — | 316 | +2,346 | New | Q4 2025 | Feb 13, 2026 |
| ATWOOD & PALMER INC | History | No change | 2,130 | 94 | 0.01% | 0.01% | 317 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 2,031 | 90 | 0.03% | — | 318 | +2,031 | New | Q4 2025 | Jan 20, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 1,616 | 71 | 0.01% | 0.01% | 319 | +190 | 13.32% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 1,494 | 66 | 0.0% | 0.0% | 320 | +118 | 8.58% | Q4 2025 | Jan 28, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,200 | 53 | 0.0% | — | 321 | +1,200 | New | Q4 2025 | Jan 21, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1,162 | 51 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TSFG, LLC | History | Reduced | 1,058 | 47 | 0.01% | 0.01% | 323 | -42 | -3.82% | Q4 2025 | Feb 04, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 861 | 38 | 0.01% | 0.02% | 324 | +5 | 0.58% | Q4 2025 | Jan 23, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 800 | 35 | 0.02% | 0.03% | 325 | -800 | -50.0% | Q4 2025 | Feb 18, 2026 |
| JNBA Financial Advisors | History | Added to | 759 | 33 | 0.0% | 0.0% | 326 | +90 | 13.45% | Q4 2025 | Jan 26, 2026 |
| Evelyn Partners Asset Management Ltd | History | New | 675 | 30 | 0.01% | — | 327 | +675 | New | Q4 2025 | Feb 13, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 634 | 28 | 0.0% | — | 328 | +634 | New | Q4 2025 | Jan 22, 2026 |
| OPTIMA CAPITAL LLC | History | New | 615 | 27 | 0.01% | — | 329 | +615 | New | Q4 2025 | Jan 23, 2026 |
| SIMPLEX TRADING, LLC | History | New | 579 | 25 | 0.0% | — | 331 | +579 | New | Q4 2025 | Feb 11, 2026 |
| NBC SECURITIES, INC. | History | Added to | 576 | 25 | 0.0% | 0.0% | 330 | +17 | 3.04% | Q4 2025 | Jan 29, 2026 |
| Crewe Advisors LLC | History | No change | 581 | 25 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| ORG Partners LLC | History | No change | 575 | 25 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Park Place Capital Corp | History | No change | 500 | 22 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Friedenthal Financial | History | New | 438 | 19 | 0.01% | — | 335 | +438 | New | Q4 2025 | Jan 27, 2026 |
| CENTRAL TRUST Co | History | New | 352 | 15 | 0.0% | — | 336 | +352 | New | Q4 2025 | Feb 02, 2026 |
| Murphy & Mullick Capital Management Corp | History | Added to | 352 | 15 | 0.01% | 0.01% | 339 | +10 | 2.92% | Q4 2025 | Feb 10, 2026 |
| MCF Advisors LLC | History | No change | 356 | 15 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| IFS Advisors, LLC | History | No change | 341 | 15 | 0.01% | 0.01% | 338 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Bogart Wealth, LLC | History | New | 337 | 14 | 0.0% | — | 340 | +337 | New | Q4 2025 | Jan 30, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 325 | 14 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Parallel Advisors, LLC | History | Reduced | 275 | 12 | 0.0% | 0.0% | 342 | -100 | -26.67% | Q4 2025 | Feb 11, 2026 |
| Larson Financial Group LLC | History | Added to | 271 | 12 | 0.0% | 0.0% | 343 | +8 | 3.04% | Q4 2025 | Feb 06, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 275 | 12 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| UMB Bank, n.a. | History | New | 259 | 11 | 0.0% | — | 345 | +259 | New | Q4 2025 | Feb 13, 2026 |
| SOA Wealth Advisors, LLC. | History | New | 250 | 11 | 0.0% | — | 347 | +250 | New | Q4 2025 | Jan 20, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 246 | 11 | 0.0% | 0.0% | 346 | +112 | 83.58% | Q4 2025 | Jan 12, 2026 |
| Clearstead Advisors, LLC | History | Added to | 230 | 10 | 0.0% | 0.0% | 348 | +7 | 3.14% | Q4 2025 | Feb 09, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 181 | 8 | 0.0% | 0.0% | 349 | +3 | 1.69% | Q4 2025 | Feb 06, 2026 |
| Blue Trust, Inc. | History | No change | 190 | 8 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 171 | 7 | 0.0% | 0.0% | 352 | -120 | -41.24% | Q4 2025 | Jan 28, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 162 | 7 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| ASSETMARK, INC | History | No change | 156 | 6 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Princeton Global Asset Management LLC | History | New | 114 | 5 | 0.0% | — | 354 | +114 | New | Q4 2025 | Jan 20, 2026 |
| Morse Asset Management, Inc | History | No change | 100 | 4 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SWAN Capital LLC | History | No change | 108 | 4 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 75 | 3 | 0.0% | 0.0% | 357 | +50 | 200.0% | Q4 2025 | Jan 20, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Reduced | 25 | 1 | 0.0% | 0.0% | 358 | -1 | -3.85% | Q4 2025 | Feb 18, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -24,336 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Uniting Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -14,556 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,515 | -100.0% | Q3 2025 | Nov 14, 2025 |
| D.A. DAVIDSON & CO. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,940 | -100.0% | Q3 2025 | Oct 22, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,227 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Insight Advisors, LLC/ PA | History | Closed out | 0 | 0 | — | 0.04% | — | -5,189 | -100.0% | Q3 2025 | Nov 10, 2025 |
| YARGER WEALTH STRATEGIES, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -4,808 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,896 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,300 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -965 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -452 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SJS Investment Consulting Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -104 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Dogwood Wealth Management LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 04, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |