WisdomTree Trust - DLN
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 3,851,287 | 339,221 | 0.19% | 0.21% | 1 | -48,294 | -1.24% | Q4 2025 | Feb 06, 2026 |
| Align Financial, LLC | History | New | 316,648 | 316,648 | 0.18% | — | 2 | +316,648 | New | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 3,575,342 | 314,916 | 0.09% | 0.09% | 3 | +99,769 | 2.87% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Reduced | 2,861,252 | 252,019 | 0.02% | 0.02% | 4 | -4,527 | -0.16% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Added to | 2,579,158 | 227,172 | 0.26% | 0.35% | 5 | +116,260 | 4.72% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,776,404 | 156,458 | 0.04% | 0.04% | 6 | -278,602 | -13.56% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Reduced | 1,385,944 | 122,073 | 0.09% | 0.09% | 7 | -18,539 | -1.32% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 1,359,443 | 119,739 | 0.02% | 0.02% | 8 | -173 | -0.01% | Q4 2025 | Jan 29, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 1,289,748 | 113,600 | 2.18% | 2.09% | 9 | +94,921 | 7.94% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,142,263 | 100,610 | 0.01% | 0.01% | 10 | -17,598 | -1.52% | Q4 2025 | Feb 17, 2026 |
| Trilogy Capital Inc. | History | Reduced | 1,117,743 | 98,450 | 4.4% | 4.5% | 11 | -363 | -0.03% | Q4 2025 | Jan 22, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 1,052,408 | 92,696 | 1.17% | 1.2% | 12 | -1,986 | -0.19% | Q4 2025 | Feb 09, 2026 |
| Evercore Wealth Management, LLC | History | Reduced | 1,033,859 | 91,062 | 1.33% | 1.34% | 13 | -16,552 | -1.58% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 951,130 | 83,775 | 0.09% | 0.09% | 14 | +92,363 | 10.76% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 749,533 | 66,018 | 0.02% | 0.02% | 15 | +33,799 | 4.72% | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 722,080 | 63,601 | 0.17% | 0.17% | 16 | +19,678 | 2.8% | Q4 2025 | Feb 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 698,821 | 61,552 | 0.01% | 0.01% | 17 | +13,633 | 1.99% | Q4 2025 | Feb 13, 2026 |
| Waterway Wealth Management, LLC | History | Reduced | 700,381 | 54,474 | 12.33% | 13.49% | 18 | -31,880 | -4.35% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 598,386 | 52,705 | 0.02% | 0.02% | 19 | +18,313 | 3.16% | Q4 2025 | Feb 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 593,418 | 52,268 | 0.07% | 0.07% | 20 | -22,454 | -3.65% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 511,623 | 45,064 | 0.01% | — | 21 | +511,623 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 504,439 | 44,437 | 0.06% | 0.07% | 22 | -64,428 | -11.33% | Q4 2025 | Feb 17, 2026 |
| CLG LLC | History | Added to | 433,585 | 38,190 | 9.51% | 8.97% | 23 | +55,125 | 14.57% | Q4 2025 | Jan 15, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 390,561 | 34,400 | 3.98% | 4.12% | 24 | -3,338 | -0.85% | Q4 2025 | Feb 10, 2026 |
| Lee-Kelleher Wealth Management | History | Added to | 371,903 | 32,757 | 19.54% | 18.73% | 25 | +22,563 | 6.46% | Q4 2025 | Jan 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 369,865 | 32,577 | 0.06% | 0.06% | 26 | -6,164 | -1.64% | Q4 2025 | Mar 16, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 367,569 | 32,375 | 0.37% | 0.38% | 27 | +1,001 | 0.27% | Q4 2025 | Jan 20, 2026 |
| Baird Financial Group, Inc. | History | Added to | 349,806 | 30,810 | 0.05% | 0.05% | 28 | +19,409 | 5.87% | Q4 2025 | Feb 13, 2026 |
| LRI Investments, LLC | History | Reduced | 334,036 | 29,421 | 2.38% | 2.38% | 29 | -560 | -0.17% | Q4 2025 | Feb 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 324,576 | 28,588 | 0.0% | 0.0% | 30 | -8,774 | -2.63% | Q4 2025 | Mar 25, 2026 |
| Fox Financial, Inc | History | Reduced | 311,384 | 27,426 | 21.87% | 21.72% | 31 | -2,342 | -0.75% | Q4 2025 | Feb 09, 2026 |
| Fairway Wealth LLC | History | Added to | 278,951 | 24,570 | 6.63% | 6.66% | 32 | +6,334 | 2.32% | Q4 2025 | Jan 28, 2026 |
| FIDELIS iM, LLC | History | Added to | 267,722 | 23,580 | 9.16% | 4.88% | 33 | +201,762 | 305.89% | Q4 2025 | Jan 23, 2026 |
| Private Advisor Group, LLC | History | Added to | 261,312 | 23,016 | 0.11% | 0.11% | 34 | +3,853 | 1.5% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Added to | 249,276 | 21,956 | 0.13% | 0.13% | 35 | +838 | 0.34% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 242,932 | 21,200 | 0.03% | 0.0% | 36 | +235,400 | 3125.33% | Q4 2025 | Mar 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 228,083 | 20,089 | 0.01% | 0.01% | 37 | +14,559 | 6.82% | Q4 2025 | Feb 10, 2026 |
| NerdWallet Wealth Partners, LLC | History | Added to | 222,243 | 19,545 | 8.76% | 8.61% | 38 | +20,130 | 9.96% | Q4 2025 | Jan 13, 2026 |
| Revolve Wealth Partners, LLC | History | Added to | 212,263 | 18,696 | 2.2% | 2.18% | 39 | +3,434 | 1.64% | Q4 2025 | Jan 20, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 210,973 | 18,582 | 0.11% | 0.12% | 40 | +1,692 | 0.81% | Q4 2025 | Jan 29, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 202,912 | 17,872 | 0.1% | 0.15% | 41 | -123,209 | -37.78% | Q4 2025 | Jan 29, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 199,664 | 17,586 | 0.07% | 0.06% | 42 | +36,645 | 22.48% | Q4 2025 | Feb 13, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 192,406 | 16,947 | 1.27% | 1.05% | 43 | +3,779 | 2.0% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 190,522 | 16,781 | 0.09% | 0.1% | 44 | -364 | -0.19% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 186,200 | 16,400 | 0.0% | 0.0% | 45 | +21,546 | 13.09% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 185,448 | 16,334 | 0.02% | 0.02% | 46 | +16,069 | 9.49% | Q4 2025 | Feb 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 157,066 | 14,063 | 0.02% | 0.02% | 47 | +11,368 | 7.8% | Q4 2025 | Jan 08, 2026 |
| truNorth Financial Services, Inc. | History | New | 138,796 | 12,225 | 13.26% | — | 48 | +138,796 | New | Q4 2025 | Feb 17, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 122,084 | 10,753 | 0.74% | 0.77% | 49 | -562 | -0.46% | Q4 2025 | Feb 11, 2026 |
| United Advisor Group, LLC | History | Added to | 121,175 | 10,673 | 1.33% | 1.37% | 50 | +3,944 | 3.36% | Q4 2025 | Jan 26, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 119,283 | 10,607 | 2.38% | 2.54% | 51 | +5,913 | 5.22% | Q4 2025 | Feb 04, 2026 |
| RFG Advisory, LLC | History | Added to | 120,056 | 10,574 | 0.2% | 0.19% | 52 | +14,686 | 13.94% | Q4 2025 | Feb 03, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 118,203 | 10,411 | 0.03% | 0.02% | 53 | +11,488 | 10.77% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 108,808 | 9,583 | 0.46% | 0.45% | 54 | +1,574 | 1.47% | Q4 2025 | Jan 20, 2026 |
| CX Institutional | History | Added to | 103,879 | 9,150 | 0.27% | 0.27% | 55 | +1,260 | 1.23% | Q4 2025 | Feb 02, 2026 |
| TopTier Wealth Management, LLC | History | New | 99,748 | 8,785 | 5.96% | — | 56 | +99,748 | New | Q4 2025 | Feb 12, 2026 |
| Key FInancial Inc | History | Reduced | 94,629 | 8,334 | 1.52% | 1.59% | 57 | -3,982 | -4.04% | Q4 2025 | Feb 09, 2026 |
| Equitable Holdings, Inc. | History | Added to | 92,428 | 8,141 | 0.06% | 0.05% | 58 | +9,221 | 11.08% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 92,221 | 8,122 | 0.01% | 0.01% | 59 | +1,592 | 1.76% | Q4 2025 | Feb 13, 2026 |
| ASPIRIANT, LLC | History | Reduced | 88,889 | 7,829 | 0.22% | 0.24% | 60 | -1,268 | -1.41% | Q4 2025 | Jan 20, 2026 |
| MOLLER WEALTH PARTNERS | History | Reduced | 88,895 | 7,829 | 1.64% | 1.62% | 61 | -204 | -0.23% | Q4 2025 | Jan 08, 2026 |
| Advisors Capital Management, LLC | History | Added to | 84,570 | 7,448 | 0.09% | 0.03% | 62 | +60,474 | 250.97% | Q4 2025 | Jan 29, 2026 |
| One Wealth Map LLC | History | Added to | 75,523 | 6,911 | 3.52% | 3.33% | 63 | +3,428 | 4.75% | Q4 2025 | Feb 04, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 77,947 | 6,865 | 0.77% | 0.77% | 64 | +2,206 | 2.91% | Q4 2025 | Jan 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 69,723 | 6,141 | 0.01% | 0.01% | 65 | -917 | -1.3% | Q4 2025 | Feb 02, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 69,424 | 6,114 | 0.07% | 0.09% | 66 | +12,458 | 21.87% | Q4 2025 | Jan 29, 2026 |
| Bank of New York Mellon Corp | History | Added to | 67,147 | 5,914 | 0.0% | 0.0% | 67 | +56,744 | 545.46% | Q4 2025 | Feb 10, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 66,885 | 5,891 | 0.83% | 0.88% | 68 | +8 | 0.01% | Q4 2025 | Feb 13, 2026 |
| Advisors Preferred, LLC | History | Added to | 66,502 | 5,890 | 0.96% | 0.35% | 69 | +39,006 | 141.86% | Q4 2025 | Feb 02, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 65,703 | 5,787 | 0.07% | 0.07% | 70 | +844 | 1.3% | Q4 2025 | Jan 29, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 64,859 | 5,712 | 0.03% | 0.03% | 71 | +13,419 | 26.09% | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 64,339 | 5,667 | 0.01% | 0.01% | 72 | +5,486 | 9.32% | Q4 2025 | Feb 11, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 63,323 | 5,577 | 0.68% | 0.7% | 73 | +817 | 1.31% | Q4 2025 | Jan 07, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 62,516 | 5,506 | 0.35% | 0.37% | 74 | +15 | 0.02% | Q4 2025 | Jan 20, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Reduced | 61,933 | 5,455 | 0.58% | 0.6% | 75 | -678 | -1.08% | Q4 2025 | Jan 09, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 59,533 | 5,243 | 0.34% | 0.34% | 76 | +1,730 | 2.99% | Q4 2025 | Feb 03, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 58,619 | 5,163 | 0.01% | 0.01% | 77 | -963 | -1.62% | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 57,684 | 5,080 | 0.12% | 0.13% | 78 | +495 | 0.87% | Q4 2025 | Jan 28, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 55,974 | 4,930 | 0.19% | 0.18% | 79 | +2,017 | 3.74% | Q4 2025 | Feb 17, 2026 |
| Sigma Planning Corp | History | Added to | 54,956 | 4,841 | 0.13% | 0.14% | 80 | +119 | 0.22% | Q4 2025 | Jan 30, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 54,653 | 4,813 | 0.53% | 0.03% | 81 | +51,868 | 1862.41% | Q4 2025 | Feb 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 54,176 | 4,771 | 0.02% | — | 82 | +54,176 | New | Q4 2025 | Feb 18, 2026 |
| COMERICA BANK | History | Reduced | 53,167 | 4,682 | 0.02% | 0.02% | 83 | -2,595 | -4.65% | Q4 2025 | Jan 29, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 52,706 | 4,642 | 0.39% | 0.4% | 84 | -702 | -1.31% | Q4 2025 | Feb 09, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 50,932 | 4,486 | 0.22% | 0.27% | 85 | -566 | -1.1% | Q4 2025 | Jan 28, 2026 |
| Circle Wealth Management, LLC | History | No change | 49,376 | 4,349 | 0.07% | 0.08% | 86 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 48,622 | 4,282 | 1.34% | 1.19% | 87 | +7,113 | 17.14% | Q4 2025 | Feb 11, 2026 |
| IFG Advisory, LLC | History | Reduced | 47,108 | 4,149 | 0.18% | 0.19% | 88 | -277 | -0.58% | Q4 2025 | Feb 10, 2026 |
| Cerity Partners LLC | History | Added to | 47,053 | 4,144 | 0.01% | 0.01% | 89 | +1,008 | 2.19% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 46,574 | 4,102 | 0.0% | 0.0% | 90 | +38,945 | 510.49% | Q4 2025 | Feb 17, 2026 |
| Nadler Financial Group, Inc. | History | Added to | 46,473 | 4,093 | 0.38% | 0.38% | 91 | +153 | 0.33% | Q4 2025 | Jan 28, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 46,301 | 4,078 | 0.17% | 0.18% | 92 | -658 | -1.4% | Q4 2025 | Feb 10, 2026 |
| Cresset Asset Management, LLC | History | Added to | 45,927 | 4,045 | 0.02% | 0.02% | 93 | +14 | 0.03% | Q4 2025 | Feb 17, 2026 |
| MidAtlantic Capital Management, Inc. | History | Added to | 44,689 | 3,936 | 2.52% | 2.57% | 94 | +1,332 | 3.07% | Q4 2025 | Feb 10, 2026 |
| ASSETMARK, INC | History | Reduced | 44,074 | 3,882 | 0.01% | 0.01% | 95 | -797 | -1.78% | Q4 2025 | Jan 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 42,634 | 3,755 | 0.01% | 0.01% | 96 | +12,792 | 42.87% | Q4 2025 | Feb 13, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 41,173 | 3,626 | 0.03% | 0.02% | 97 | +5,880 | 16.66% | Q4 2025 | Feb 13, 2026 |
| Avant Capital LLC | History | Added to | 39,861 | 3,510 | 2.41% | 2.28% | 98 | +2,693 | 7.25% | Q4 2025 | Feb 13, 2026 |
| True Link Financial Advisors, LLC | History | Reduced | 38,623 | 3,401 | 0.21% | 0.24% | 99 | -5,000 | -11.46% | Q4 2025 | Jan 29, 2026 |
| Meridian Financial Partners LLC | History | No change | 37,314 | 3,350 | 1.33% | 1.35% | 100 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 36,968 | 3,256 | 0.35% | 0.81% | 101 | -46,100 | -55.5% | Q4 2025 | Jan 28, 2026 |
| FMR LLC | History | Reduced | 36,499 | 3,214 | 0.0% | 0.0% | 102 | -105 | -0.29% | Q4 2025 | Feb 17, 2026 |
| Allen Capital Group, LLC | History | Reduced | 33,693 | 2,967 | 0.27% | 0.31% | 103 | -3,907 | -10.39% | Q4 2025 | Feb 09, 2026 |
| PFG Advisors | History | Added to | 33,022 | 2,908 | 0.14% | 0.11% | 104 | +2,635 | 8.67% | Q4 2025 | Jan 27, 2026 |
| MATHER GROUP, LLC. | History | No change | 32,075 | 2,825 | 0.03% | 0.03% | 105 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 31,678 | 2,790 | 0.06% | 0.06% | 106 | -432 | -1.35% | Q4 2025 | Feb 05, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 31,345 | 2,760 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CRA Financial Services, LLC | History | Reduced | 31,226 | 2,750 | 0.36% | 0.37% | 108 | -54 | -0.17% | Q4 2025 | Jan 16, 2026 |
| Lido Advisors, LLC | History | No change | 30,814 | 2,683 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 30,003 | 2,642 | 0.03% | 0.04% | 110 | -890 | -2.88% | Q4 2025 | Feb 09, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 29,232 | 2,574 | 0.38% | 0.38% | 111 | +3 | 0.01% | Q4 2025 | Feb 04, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Added to | 28,578 | 2,517 | 0.73% | 0.54% | 112 | +9,704 | 51.41% | Q4 2025 | Feb 11, 2026 |
| RHUMBLINE ADVISERS | History | New | 28,478 | 2,508 | 0.0% | — | 113 | +28,478 | New | Q4 2025 | Feb 13, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 28,477 | 2,508 | 0.66% | 0.62% | 114 | +2,783 | 10.83% | Q4 2025 | Jan 14, 2026 |
| &PARTNERS | History | Added to | 28,322 | 2,494 | 0.01% | 0.01% | 115 | +2,676 | 10.43% | Q4 2025 | Feb 17, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Reduced | 28,202 | 2,484 | 1.35% | 1.48% | 116 | -2,148 | -7.08% | Q4 2025 | Jan 28, 2026 |
| Mariner, LLC | History | Added to | 27,850 | 2,452 | 0.0% | 0.0% | 117 | +921 | 3.42% | Q4 2025 | Feb 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 27,268 | 2,401 | 0.06% | 0.06% | 118 | +2,768 | 11.3% | Q4 2025 | Jan 29, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 27,229 | 2,399 | 0.02% | — | 119 | +27,229 | New | Q4 2025 | Feb 18, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 27,164 | 2,392 | 0.11% | 0.12% | 120 | -1,543 | -5.37% | Q4 2025 | Feb 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 25,254 | 2,268 | 0.06% | 0.06% | 121 | +68 | 0.27% | Q4 2025 | Jan 28, 2026 |
| CoreCap Advisors, LLC | History | Added to | 25,567 | 2,251 | 0.08% | 0.07% | 122 | +2,611 | 11.37% | Q4 2025 | Jan 13, 2026 |
| Kondo Wealth Advisors, Inc. | History | Reduced | 24,289 | 2,139 | 0.82% | 0.89% | 123 | -1,058 | -4.17% | Q4 2025 | Jan 30, 2026 |
| CITIGROUP INC | History | Reduced | 24,026 | 2,116 | 0.0% | 0.0% | 124 | -4,659 | -16.24% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 24,000 | 2,113 | 0.0% | 0.0% | 125 | +5,444 | 29.34% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 23,684 | 2,086 | 0.0% | 0.0% | 126 | +1,537 | 6.94% | Q4 2025 | Feb 17, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Added to | 23,216 | 2,044 | 1.21% | 1.19% | 127 | +906 | 4.06% | Q4 2025 | Jan 12, 2026 |
| Team Financial Group, LLC | History | Added to | 22,398 | 1,972 | 0.89% | 0.88% | 128 | +611 | 2.8% | Q4 2025 | Jan 13, 2026 |
| CULBERTSON A N & CO INC | History | No change | 22,240 | 1,958 | 0.27% | 0.27% | 129 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Rothschild Wealth LLC | History | New | 22,107 | 1,947 | 0.19% | — | 130 | +22,107 | New | Q4 2025 | Feb 17, 2026 |
| Hilltop Holdings Inc. | History | Added to | 20,719 | 1,824 | 0.11% | 0.06% | 131 | +7,606 | 58.0% | Q4 2025 | Feb 17, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 20,213 | 1,780 | 0.15% | 0.14% | 132 | +2,100 | 11.59% | Q4 2025 | Jan 12, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Added to | 20,089 | 1,769 | 0.22% | 0.22% | 133 | +437 | 2.22% | Q4 2025 | Jan 09, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 20,047 | 1,765 | 0.33% | 0.34% | 134 | -460 | -2.24% | Q4 2025 | Feb 12, 2026 |
| Berger Financial Group, Inc | History | Added to | 19,996 | 1,761 | 0.1% | 0.1% | 135 | +24 | 0.12% | Q4 2025 | Jan 27, 2026 |
| Wedmont Private Capital | History | No change | 19,616 | 1,742 | 0.06% | 0.06% | 136 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Resurgent Financial Advisors LLC | History | Reduced | 19,698 | 1,734 | 0.87% | 0.84% | 137 | -80 | -0.4% | Q4 2025 | Feb 12, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 19,031 | 1,676 | 0.12% | 0.11% | 138 | +185 | 0.98% | Q4 2025 | Jan 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 18,918 | 1,666 | 0.03% | 0.01% | 139 | +16,062 | 562.39% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 18,784 | 1,654 | 0.02% | 0.02% | 140 | +746 | 4.14% | Q4 2025 | Jan 23, 2026 |
| NewEdge Advisors, LLC | History | Added to | 18,693 | 1,646 | 0.01% | 0.01% | 141 | +3,451 | 22.64% | Q4 2025 | Feb 18, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 18,282 | 1,610 | 0.37% | 0.37% | 142 | -65 | -0.35% | Q4 2025 | Jan 21, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 18,099 | 1,605 | 0.0% | 0.0% | 143 | -1,160 | -6.02% | Q4 2025 | Feb 05, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 18,180 | 1,601 | 0.02% | 0.01% | 144 | +7,185 | 65.35% | Q4 2025 | Feb 02, 2026 |
| KPP Advisory Services LLC | History | Reduced | 18,094 | 1,593 | 0.23% | 0.24% | 145 | -233 | -1.27% | Q4 2025 | Feb 02, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 17,928 | 1,579 | 0.04% | 0.01% | 146 | +12,509 | 230.84% | Q4 2025 | Feb 17, 2026 |
| HB Wealth Management, LLC | History | Added to | 17,679 | 1,557 | 0.01% | 0.01% | 147 | +327 | 1.88% | Q4 2025 | Jan 28, 2026 |
| Alta Wealth Advisors LLC | History | No change | 17,420 | 1,534 | 0.51% | 0.54% | 148 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 17,202 | 1,515 | 0.05% | 0.05% | 149 | +93 | 0.54% | Q4 2025 | Feb 13, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 16,623 | 1,464 | 0.03% | 0.03% | 150 | -76 | -0.46% | Q4 2025 | Feb 04, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 16,369 | 1,449 | 0.42% | 0.46% | 151 | +238 | 1.48% | Q4 2025 | Jan 06, 2026 |
| US BANCORP \DE\ | History | Added to | 16,391 | 1,443 | 0.0% | 0.0% | 152 | +49 | 0.3% | Q4 2025 | Jan 30, 2026 |
| Cascade Financial Partners, LLC | History | No change | 16,223 | 1,428 | 0.14% | 0.16% | 153 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| St. Clair Advisors, LLC | History | No change | 15,714 | 1,384 | 0.36% | 0.36% | 154 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Independent Wealth Network Inc. | History | Added to | 15,601 | 1,374 | 0.42% | 0.44% | 155 | +12 | 0.08% | Q4 2025 | Jan 26, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Added to | 15,420 | 1,358 | 0.49% | 0.49% | 156 | +79 | 0.51% | Q4 2025 | Feb 06, 2026 |
| PRIVATE TRUST CO NA | History | No change | 15,399 | 1,356 | 0.12% | 0.12% | 157 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Parallel Advisors, LLC | History | Added to | 15,270 | 1,345 | 0.02% | 0.02% | 158 | +7 | 0.05% | Q4 2025 | Feb 11, 2026 |
| Tranquility Partners, LLC | History | Reduced | 15,029 | 1,323 | 0.48% | 0.45% | 159 | -189 | -1.24% | Q4 2025 | Feb 03, 2026 |
| NORTHERN TRUST CORP | History | Added to | 15,020 | 1,322 | 0.0% | 0.0% | 160 | +356 | 2.43% | Q4 2025 | Feb 17, 2026 |
| GARRISON POINT ADVISORS, LLC | History | New | 14,700 | 1,294 | 0.57% | — | 161 | +14,700 | New | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | Reduced | 14,445 | 1,272 | 0.01% | 0.02% | 162 | -8,070 | -35.84% | Q4 2025 | Feb 05, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 14,404 | 1,268 | 0.07% | 0.07% | 163 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Rockport Wealth LLC | History | Reduced | 14,361 | 1,264 | 0.25% | 0.45% | 164 | -10,896 | -43.14% | Q4 2025 | Feb 06, 2026 |
| Vise Technologies, Inc. | History | Added to | 13,996 | 1,232 | 0.02% | 0.04% | 165 | +2,015 | 16.82% | Q4 2025 | Feb 11, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Added to | 13,592 | 1,197 | 0.19% | 0.19% | 166 | +82 | 0.61% | Q4 2025 | Feb 02, 2026 |
| Platform Technology Partners | History | No change | 13,597 | 1,197 | 0.25% | 0.28% | 167 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| VESTOR CAPITAL, LLC | History | Reduced | 1,099 | 1,191 | 0.08% | 0.07% | 168 | -11,554 | -91.31% | Q4 2025 | Feb 11, 2026 |
| World Investment Advisors | History | Added to | 13,423 | 1,182 | 0.02% | 0.02% | 169 | +3,038 | 29.25% | Q4 2025 | Mar 12, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 13,346 | 1,175 | 0.17% | — | 170 | +13,346 | New | Q4 2025 | Feb 13, 2026 |
| TigerOak Management, L.L.C. | History | No change | 13,325 | 1,173 | 0.36% | 0.36% | 171 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| BEACON FINANCIAL GROUP | History | New | 13,075 | 1,151 | 0.11% | — | 172 | +13,075 | New | Q4 2025 | Apr 01, 2026 |
| Rodgers Brothers Inc. | History | No change | 12,733 | 1,121 | 0.13% | 0.14% | 173 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CHOREO, LLC | History | Added to | 12,631 | 1,119 | 0.01% | 0.01% | 174 | +4 | 0.03% | Q4 2025 | Jan 23, 2026 |
| Asset One Wealth Management LLC | History | New | 12,121 | 1,109 | 0.15% | — | 175 | +12,121 | New | Q4 2025 | Feb 17, 2026 |
| High Net Worth Advisory Group LLC | History | Reduced | 12,580 | 1,108 | 0.26% | 0.3% | 176 | -1,600 | -11.28% | Q4 2025 | Jan 23, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 12,208 | 1,075 | 0.03% | 0.03% | 177 | +667 | 5.78% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Added to | 12,024 | 1,059 | 0.0% | 0.0% | 178 | +956 | 8.64% | Q4 2025 | Jan 26, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 11,832 | 1,042 | 0.0% | 0.0% | 179 | +1,390 | 13.31% | Q4 2025 | Feb 17, 2026 |
| Operose Advisors LLC | History | No change | 11,700 | 1,030 | 0.24% | 0.25% | 180 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| COURIER CAPITAL LLC | History | Added to | 6,866 | 1,012 | 0.06% | 0.06% | 181 | +26 | 0.38% | Q4 2025 | Jan 29, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | New | 11,300 | 995 | 0.13% | — | 182 | +11,300 | New | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | Added to | 11,275 | 993 | 0.02% | 0.02% | 183 | +1,306 | 13.1% | Q4 2025 | Feb 06, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 11,255 | 991 | 0.03% | 0.03% | 184 | +932 | 9.03% | Q4 2025 | Jan 09, 2026 |
| Burk Holdings LLC | History | No change | 10,800 | 951 | 0.45% | 0.5% | 185 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 10,758 | 947 | 0.08% | 0.07% | 186 | +1,036 | 10.66% | Q4 2025 | Feb 04, 2026 |
| Hilltop Partners LLC | History | No change | 10,686 | 941 | 0.24% | 0.28% | 187 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BANTAMAC CAPITAL, LLC | History | Added to | 10,488 | 923 | 0.44% | 0.4% | 188 | +1,488 | 16.53% | Q4 2025 | Feb 10, 2026 |
| Well Done, LLC | History | No change | 10,114 | 890 | 0.13% | 0.15% | 189 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Harpswell Capital Advisors, LLC | History | No change | 10,000 | 880 | 0.7% | 0.83% | 190 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Western Wealth Management, LLC | History | Added to | 9,906 | 872 | 0.04% | 0.04% | 191 | +1,858 | 23.09% | Q4 2025 | Feb 05, 2026 |
| Kovack Advisors, Inc. | History | Added to | 9,773 | 860 | 0.04% | 0.03% | 192 | +6,173 | 171.47% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Added to | 9,710 | 855 | 0.01% | 0.01% | 193 | +123 | 1.28% | Q4 2025 | Jan 26, 2026 |
| 626 Financial, LLC | History | Reduced | 9,680 | 852 | 0.37% | 0.37% | 194 | -40 | -0.41% | Q4 2025 | Feb 05, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 9,402 | 828 | 0.02% | 0.02% | 195 | -2,428 | -20.52% | Q4 2025 | Feb 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 9,256 | 815 | 0.01% | 0.01% | 196 | +218 | 2.41% | Q4 2025 | Feb 12, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 9,218 | 811 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Newbridge Financial Services Group, Inc. | History | Reduced | 9,202 | 810 | 0.13% | 0.13% | 198 | -749 | -7.53% | Q4 2025 | Jan 21, 2026 |
| M&T BANK CORP | History | Added to | 9,167 | 807 | 0.0% | 0.0% | 199 | +1,545 | 20.27% | Q4 2025 | Jan 30, 2026 |
| PFG Investments, LLC | History | Reduced | 9,155 | 806 | 0.04% | 0.04% | 200 | -143 | -1.54% | Q4 2025 | Jan 26, 2026 |
| BROWN ADVISORY INC | History | Reduced | 9,026 | 795 | 0.0% | 0.0% | 201 | -2,496 | -21.66% | Q4 2025 | Feb 13, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 8,812 | 776 | 0.02% | — | 202 | +8,812 | New | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | Added to | 8,705 | 766 | 0.01% | 0.01% | 203 | +1 | 0.01% | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 8,700 | 765 | 0.0% | 0.0% | 204 | +8,364 | 2489.29% | Q4 2025 | Feb 17, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 8,696 | 765 | 0.05% | 0.05% | 205 | -192 | -2.16% | Q4 2025 | Feb 10, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 8,593 | 756 | 0.1% | 0.11% | 206 | +23 | 0.27% | Q4 2025 | Jan 21, 2026 |
| Kaydan Wealth Management, Inc. | History | Reduced | 8,502 | 748 | 0.22% | 0.21% | 207 | -63 | -0.74% | Q4 2025 | Jan 12, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 8,359 | 736 | 0.06% | 0.06% | 208 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 8,130 | 716 | 0.05% | 0.05% | 209 | +201 | 2.53% | Q4 2025 | Feb 03, 2026 |
| BENEDICT FINANCIAL ADVISORS INC | History | Added to | 8,063 | 710 | 0.15% | 0.15% | 210 | +2 | 0.02% | Q4 2025 | Jan 27, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 8,059 | 709 | 0.05% | 0.05% | 211 | +1 | 0.01% | Q4 2025 | Jan 23, 2026 |
| NewEdge Wealth, LLC | History | No change | 8,050 | 709 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | Reduced | 8,000 | 704 | 0.1% | 0.14% | 213 | -2,000 | -20.0% | Q4 2025 | Feb 05, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 7,940 | 699 | 0.0% | 0.0% | 214 | -494 | -5.86% | Q4 2025 | Feb 03, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Reduced | 7,834 | 690 | 0.19% | 0.19% | 215 | -34 | -0.43% | Q4 2025 | Jan 13, 2026 |
| Haverford Trust Co | History | No change | 7,802 | 687 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 7,759 | 683 | 0.03% | 0.03% | 217 | -60 | -0.77% | Q4 2025 | Feb 06, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 7,677 | 676 | 0.09% | — | 218 | +7,677 | New | Q4 2025 | Feb 04, 2026 |
| IHT Wealth Management, LLC | History | Added to | 7,665 | 675 | 0.02% | 0.02% | 219 | +40 | 0.52% | Q4 2025 | Feb 17, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 7,212 | 672 | 0.02% | 0.02% | 220 | -1,000 | -12.18% | Q4 2025 | Feb 09, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 7,570 | 666 | 0.09% | 0.09% | 221 | +14 | 0.19% | Q4 2025 | Feb 13, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 7,465 | 657 | 0.04% | 0.02% | 222 | +3,730 | 99.87% | Q4 2025 | Feb 05, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 7,446 | 656 | 0.02% | — | 223 | +7,446 | New | Q4 2025 | Feb 13, 2026 |
| Lutz Financial Services LLC | History | No change | 7,456 | 656 | 0.04% | 0.05% | 224 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ShoreHaven Wealth Partners, LLC | History | No change | 7,316 | 644 | 0.23% | 0.24% | 225 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Post Resch Tallon Group Inc. | History | Reduced | 7,165 | 631 | 0.53% | 0.56% | 226 | -60 | -0.83% | Q4 2025 | Jan 09, 2026 |
| Team Hewins, LLC | History | Reduced | 7,128 | 627 | 0.2% | 0.21% | 227 | -29 | -0.41% | Q4 2025 | Jan 28, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 7,076 | 623 | 0.01% | 0.01% | 228 | -1,740 | -19.74% | Q4 2025 | Feb 11, 2026 |
| Grandview Asset Management LLC | History | Reduced | 6,791 | 598 | 0.16% | 0.17% | 229 | -39 | -0.57% | Q4 2025 | Jan 26, 2026 |
| SHP Wealth Management | History | New | 6,719 | 591 | 0.05% | — | 230 | +6,719 | New | Q4 2025 | Mar 04, 2026 |
| Engineers Gate Manager LP | History | New | 6,692 | 589 | 0.01% | — | 232 | +6,692 | New | Q4 2025 | Feb 17, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 6,580 | 589 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Live Oak Investment Partners | History | Reduced | 6,622 | 583 | 0.36% | 0.45% | 233 | -1,266 | -16.05% | Q4 2025 | Jan 29, 2026 |
| Stonebridge Financial Group, LLC | History | No change | 6,608 | 582 | 0.05% | 0.05% | 234 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Fiduciary Group, LLC | History | No change | 6,606 | 581 | 0.05% | 0.05% | 235 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AE Wealth Management LLC | History | Added to | 6,531 | 575 | 0.0% | 0.0% | 236 | +823 | 14.42% | Q4 2025 | Jan 26, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Added to | 6,462 | 569 | 0.02% | 0.02% | 237 | +4 | 0.06% | Q4 2025 | Feb 05, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 6,461 | 569 | 0.86% | 0.78% | 238 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 6,416 | 565 | 0.22% | 2.11% | 239 | -78,682 | -92.46% | Q4 2025 | Feb 11, 2026 |
| Perigon Wealth Management, LLC | History | No change | 6,388 | 562 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Element Wealth, LLC | History | Reduced | 6,232 | 548 | 0.23% | 0.24% | 241 | -99 | -1.56% | Q4 2025 | Feb 13, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 6,231 | 548 | 0.32% | 0.33% | 242 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Quantinno Capital Management LP | History | Added to | 6,090 | 536 | 0.0% | 0.0% | 243 | +1,711 | 39.07% | Q4 2025 | Feb 17, 2026 |
| American Trust | History | New | 1,114 | 535 | 0.04% | — | 244 | +1,114 | New | Q4 2025 | Feb 17, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 6,057 | 533 | 0.19% | 0.22% | 247 | -103 | -1.67% | Q4 2025 | Feb 09, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 6,054 | 533 | 0.01% | 0.01% | 246 | +33 | 0.55% | Q4 2025 | Jan 14, 2026 |
| Modera Wealth Management, LLC | History | No change | 6,057 | 533 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 5,912 | 520 | 0.03% | 0.03% | 249 | -1,096 | -15.64% | Q4 2025 | Jan 26, 2026 |
| Powers Advisory Group, LLC | History | Added to | 5,909 | 520 | 0.2% | 0.2% | 248 | +32 | 0.54% | Q4 2025 | Jan 22, 2026 |
| Heritage Wealth Management, Inc./Texas | History | Reduced | 5,898 | 519 | 0.23% | 0.25% | 250 | -576 | -8.9% | Q4 2025 | Feb 09, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 5,834 | 513 | 0.01% | 0.01% | 251 | -84 | -1.42% | Q4 2025 | Feb 03, 2026 |
| CIBC Private Wealth Group LLC | History | New | 5,808 | 511 | 0.0% | — | 252 | +5,808 | New | Q4 2025 | Feb 12, 2026 |
| LS Investment Advisors, LLC | History | No change | 5,800 | 510 | 0.07% | 0.07% | 253 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Valmark Advisers, Inc. | History | Added to | 5,785 | 509 | 0.01% | 0.01% | 254 | +97 | 1.71% | Q4 2025 | Jan 26, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 5,458 | 508 | 0.07% | 0.08% | 255 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 5,756 | 506 | 0.01% | 0.01% | 256 | -188 | -3.16% | Q4 2025 | Feb 06, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 5,664 | 498 | 0.06% | 0.06% | 257 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 5,506 | 484 | 0.14% | 0.14% | 258 | -100 | -1.78% | Q4 2025 | Feb 06, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 5,461 | 481 | 0.13% | 0.15% | 259 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MCF Advisors LLC | History | No change | 5,453 | 480 | 0.03% | 0.03% | 260 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 5,379 | 473 | 0.02% | 0.03% | 261 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Added to | 5,360 | 472 | 0.17% | 0.15% | 262 | +492 | 10.11% | Q4 2025 | Jan 21, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 5,245 | 461 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EQUITABLE TRUST CO | History | No change | 5,149 | 453 | 0.02% | 0.02% | 264 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 5,100 | 449 | 0.01% | 0.01% | 265 | -5 | -0.1% | Q4 2025 | Feb 17, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 5,073 | 447 | 0.14% | 0.16% | 266 | +9 | 0.18% | Q4 2025 | Feb 10, 2026 |
| NICOLET BANKSHARES INC | History | No change | 5,084 | 447 | 0.07% | 0.07% | 267 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 5,061 | 445 | 0.01% | 0.01% | 268 | -31 | -0.61% | Q4 2025 | Feb 09, 2026 |
| Marion Wealth Management | History | No change | 4,924 | 442 | 0.1% | 0.1% | 269 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 4,996 | 440 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Florida Trust Wealth Management Co | History | No change | 4,990 | 439 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SPINNAKER TRUST | History | No change | 4,980 | 438 | 0.02% | 0.02% | 272 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CORA CAPITAL ADVISORS LLC | History | No change | 4,964 | 437 | 0.17% | 0.18% | 273 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| WESBANCO BANK INC | History | Reduced | 4,938 | 434 | 0.01% | 0.01% | 274 | -147 | -2.89% | Q4 2025 | Feb 03, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 4,900 | 431 | 0.0% | 0.0% | 275 | -13,000 | -72.63% | Q4 2025 | Feb 12, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 4,855 | 427 | 0.01% | 0.01% | 277 | +1,230 | 33.93% | Q4 2025 | Feb 13, 2026 |
| TruNorth Capital Management, LLC | History | No change | 4,853 | 427 | 0.08% | 0.08% | 276 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Midwest Trust Co | History | Reduced | 4,847 | 426 | 0.01% | 0.01% | 278 | -17 | -0.35% | Q4 2025 | Feb 04, 2026 |
| Salomon & Ludwin, LLC | History | No change | 4,718 | 420 | 0.04% | 0.04% | 279 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | No change | 4,763 | 419 | 0.29% | 0.3% | 280 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 4,746 | 418 | 0.0% | 0.0% | 281 | +3,505 | 282.43% | Q4 2025 | Feb 13, 2026 |
| Perfromance Wealth Partners, LLC | History | No change | 4,750 | 418 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Meeder Advisory Services, Inc. | History | New | 4,710 | 414 | 0.02% | — | 284 | +4,710 | New | Q4 2025 | Feb 11, 2026 |
| Imprint Wealth LLC | History | Reduced | 4,708 | 414 | 1.93% | 2.54% | 285 | -4,409 | -48.36% | Q4 2025 | Feb 17, 2026 |
| Choate Investment Advisors | History | No change | 4,710 | 414 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Rathbones Group PLC | History | No change | 4,700 | 413 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 18,264 | 407 | 0.01% | 0.03% | 287 | +335 | 1.87% | Q4 2025 | Feb 11, 2026 |
| Kovitz Investment Group Partners, LLC | History | Reduced | 4,573 | 402 | 0.01% | 0.01% | 288 | -14,254 | -75.71% | Q4 2025 | Feb 20, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 4,532 | 399 | 0.01% | — | 289 | +4,532 | New | Q4 2025 | Jan 23, 2026 |
| Garrett Wealth Advisory Group, LLC | History | Reduced | 4,491 | 395 | 0.07% | 0.08% | 290 | -189 | -4.04% | Q4 2025 | Feb 04, 2026 |
| GM Advisory Group, LLC | History | No change | 4,481 | 394 | 0.02% | 0.02% | 291 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Facet Wealth, Inc. | History | New | 4,158 | 376 | 0.01% | — | 292 | +4,158 | New | Q4 2025 | Jan 29, 2026 |
| Wolfstich Capital, LLC | History | Added to | 4,253 | 374 | 0.34% | 0.71% | 293 | +229 | 5.69% | Q4 2025 | Jan 14, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | New | 4,223 | 371 | 0.02% | — | 294 | +4,223 | New | Q4 2025 | Feb 10, 2026 |
| Gateway Wealth Partners, LLC | History | New | 4,206 | 370 | 0.04% | — | 295 | +4,206 | New | Q4 2025 | Feb 11, 2026 |
| SpringVest Wealth Management LLC | History | Reduced | 4,191 | 369 | 0.26% | 0.42% | 296 | -2,360 | -36.03% | Q4 2025 | Jan 23, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 4,105 | 361 | 0.0% | — | 297 | +4,105 | New | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 4,089 | 360 | 0.0% | 0.0% | 298 | +500 | 13.93% | Q4 2025 | Feb 18, 2026 |
| Clarity Wealth Advisors, LLC | History | New | 4,039 | 355 | 0.07% | — | 299 | +4,039 | New | Q4 2025 | Jan 23, 2026 |
| Larson Financial Group LLC | History | Added to | 4,006 | 352 | 0.01% | 0.01% | 300 | +18 | 0.45% | Q4 2025 | Feb 06, 2026 |
| Code Waechter LLC | History | No change | 4,000 | 352 | 0.23% | 0.23% | 301 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ROCKLAND TRUST CO | History | No change | 3,980 | 350 | 0.01% | 0.01% | 302 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Waverly Advisors, LLC | History | New | 3,959 | 348 | 0.0% | — | 303 | +3,959 | New | Q4 2025 | Feb 17, 2026 |
| JMG Financial Group, Ltd. | History | No change | 3,902 | 343 | 0.01% | 0.01% | 304 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Carnegie Investment Counsel | History | Added to | 3,891 | 342 | 0.01% | 0.01% | 305 | +80 | 2.1% | Q4 2025 | Jan 23, 2026 |
| Eagle Strategies LLC | History | Added to | 3,887 | 342 | 0.04% | 0.04% | 306 | +18 | 0.47% | Q4 2025 | Jan 23, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 3,871 | 340 | 0.02% | 0.02% | 307 | -898 | -18.83% | Q4 2025 | Jan 12, 2026 |
| Kelman-Lazarov, Inc. | History | Reduced | 3,852 | 339 | 0.05% | 0.05% | 308 | -51 | -1.31% | Q4 2025 | Jan 26, 2026 |
| Parkside Financial Bank & Trust | History | New | 3,805 | 335 | 0.03% | — | 309 | +3,805 | New | Q4 2025 | Feb 13, 2026 |
| BURNS J W & CO INC/NY | History | No change | 3,750 | 330 | 0.04% | 0.04% | 310 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 3,746 | 329 | 0.01% | 0.01% | 312 | -58 | -1.52% | Q4 2025 | Jan 12, 2026 |
| Mason Investment Advisory Services, Inc. | History | No change | 3,738 | 329 | 0.02% | 0.02% | 311 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 3,732 | 328 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 3,602 | 317 | 0.01% | 0.01% | 315 | +19 | 0.53% | Q4 2025 | Feb 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 3,605 | 317 | 0.0% | 0.0% | 314 | +4 | 0.11% | Q4 2025 | Jan 30, 2026 |
| Seven Springs Wealth Group, LLC | History | No change | 3,600 | 317 | 0.09% | 0.08% | 316 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 3,591 | 316 | 0.03% | 0.04% | 317 | +2 | 0.06% | Q4 2025 | Jan 20, 2026 |
| Rodgers & Associates, LTD | History | No change | 3,585 | 315 | 0.03% | 0.03% | 318 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| NOVUS ADVISORS, LLC | History | Reduced | 3,536 | 311 | 0.7% | 0.72% | 319 | -62 | -1.72% | Q4 2025 | Feb 13, 2026 |
| CERTUITY, LLC | History | Reduced | 3,518 | 309 | 0.02% | 0.03% | 320 | -751 | -17.59% | Q4 2025 | Jan 30, 2026 |
| Berkshire Money Management, Inc. | History | New | 3,500 | 308 | 0.03% | — | 321 | +3,500 | New | Q4 2025 | Jan 27, 2026 |
| Prospera Financial Services Inc | History | Reduced | 3,448 | 303 | 0.0% | 0.01% | 322 | -58 | -1.65% | Q4 2025 | Feb 09, 2026 |
| Insight Advisors, LLC/ PA | History | No change | 3,406 | 300 | 0.05% | 0.05% | 323 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Ancora Advisors LLC | History | Added to | 3,398 | 299 | 0.01% | 0.01% | 324 | +62 | 1.86% | Q4 2025 | Feb 17, 2026 |
| SMI Advisory Services, LLC | History | New | 3,319 | 298 | 0.05% | — | 325 | +3,319 | New | Q4 2025 | Jan 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 3,387 | 298 | 0.01% | 0.01% | 326 | -100 | -2.87% | Q4 2025 | Feb 13, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 3,394 | 298 | 0.06% | 0.06% | 327 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Mutual Advisors, LLC | History | Reduced | 3,347 | 294 | 0.01% | 0.01% | 328 | -2,000 | -37.4% | Q4 2025 | Feb 02, 2026 |
| Obermeyer Wealth Partners | History | No change | 3,286 | 289 | 0.01% | 0.01% | 329 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Added to | 3,274 | 288 | 0.05% | 0.05% | 331 | +321 | 10.87% | Q4 2025 | Feb 09, 2026 |
| Johnson Financial Group, Inc. | History | No change | 3,275 | 288 | 0.01% | 0.01% | 330 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Wick Capital Partners, LLC | History | No change | 3,281 | 288 | 0.05% | 0.07% | 332 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| Birch Hill Investment Advisors LLC | History | No change | 3,200 | 281 | 0.01% | 0.01% | 333 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Weaver Consulting Group | History | No change | 3,124 | 275 | 0.07% | 0.07% | 334 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MTM Investment Management, LLC | History | No change | 3,122 | 274 | 0.09% | 0.09% | 335 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 3,101 | 273 | 0.01% | 0.01% | 336 | -1 | -0.03% | Q4 2025 | Feb 03, 2026 |
| Stonebrook Private Inc. | History | Added to | 3,088 | 272 | 0.06% | 0.06% | 337 | +2 | 0.06% | Q4 2025 | Feb 11, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | No change | 3,079 | 271 | 0.06% | 0.09% | 338 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | No change | 3,076 | 270 | 0.05% | 0.05% | 339 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Fusion Capital, LLC | History | No change | 3,062 | 269 | 0.08% | 0.08% | 340 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MLP3, LLC | History | New | 3,011 | 265 | 0.29% | — | 342 | +3,011 | New | Q4 2025 | Feb 13, 2026 |
| Arrowroot Family Office, LLC | History | Reduced | 3,019 | 265 | 0.1% | 0.1% | 341 | -7 | -0.23% | Q4 2025 | Feb 11, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 3,000 | 264 | 0.09% | — | 343 | +3,000 | New | Q4 2025 | Jan 20, 2026 |
| PMG Wealth Management, Inc. | History | No change | 3,000 | 264 | 0.19% | 0.2% | 344 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Aviance Capital Partners, LLC | History | No change | 2,972 | 261 | 0.03% | 0.03% | 345 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 2,889 | 254 | 0.01% | 0.03% | 346 | -2,025 | -41.21% | Q4 2025 | Feb 04, 2026 |
| DIXON FNANCIAL SERVICES, INC. | History | Added to | 2,891 | 254 | 0.11% | 0.11% | 347 | +15 | 0.52% | Q4 2025 | Jan 15, 2026 |
| Csenge Advisory Group | History | No change | 2,880 | 253 | 0.01% | 0.01% | 348 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| JGP Wealth Management, LLC | History | No change | 2,882 | 253 | 0.03% | 0.03% | 349 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| VICUS CAPITAL | History | Reduced | 2,849 | 250 | 0.02% | 0.02% | 350 | -402 | -12.37% | Q4 2025 | Jan 22, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | No change | 2,824 | 248 | 0.1% | 0.09% | 351 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 2,802 | 246 | 0.0% | 0.01% | 352 | -8,216 | -74.57% | Q4 2025 | Feb 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 2,791 | 245 | 0.0% | — | 353 | +2,791 | New | Q4 2025 | Feb 17, 2026 |
| Kuhn & Co Investment Counsel | History | No change | 2,725 | 240 | 0.16% | 0.19% | 354 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Northern Capital Management, Inc. | History | No change | 2,714 | 239 | 0.13% | 0.13% | 355 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Pullen Investment Management, LLC | History | No change | 2,722 | 239 | 0.13% | 0.13% | 356 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Garde Capital, Inc. | History | No change | 2,700 | 237 | 0.01% | 0.01% | 357 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 2,657 | 234 | 0.16% | 0.16% | 358 | -14 | -0.52% | Q4 2025 | Jan 14, 2026 |
| SMITH, MOORE & CO. | History | No change | 2,630 | 231 | 0.02% | 0.02% | 359 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 2,618 | 230 | 0.01% | 0.01% | 360 | -812 | -23.67% | Q4 2025 | Feb 09, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 2,621 | 230 | 0.08% | 0.08% | 361 | +10 | 0.38% | Q4 2025 | Feb 05, 2026 |
| BRADY FAMILY WEALTH, LLC | History | No change | 2,617 | 230 | 0.07% | 0.07% | 362 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 2,603 | 229 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| NBC SECURITIES, INC. | History | Added to | 2,592 | 228 | 0.02% | 0.02% | 364 | +167 | 6.89% | Q4 2025 | Jan 29, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 2,576 | 226 | 0.02% | 0.03% | 365 | -780 | -23.24% | Q4 2025 | Jan 27, 2026 |
| Stone House Investment Management, LLC | History | New | 2,540 | 223 | 0.03% | — | 366 | +2,540 | New | Q4 2025 | Jan 21, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 2,408 | 223 | 0.05% | 0.05% | 367 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 2,525 | 222 | 0.07% | — | 369 | +2,525 | New | Q4 2025 | Mar 27, 2026 |
| Vertex Planning Partners, LLC | History | Reduced | 2,529 | 222 | 0.05% | 0.04% | 368 | -7 | -0.28% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Reduced | 2,503 | 220 | 0.0% | 0.0% | 370 | -1 | -0.04% | Q4 2025 | Jan 29, 2026 |
| Fiera Capital Corp | History | No change | 2,493 | 219 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 2,480 | 218 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 2,450 | 215 | 0.01% | 0.01% | 373 | +111 | 4.75% | Q4 2025 | Feb 05, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 2,449 | 215 | 0.06% | 0.06% | 374 | +9 | 0.37% | Q4 2025 | Feb 05, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 2,440 | 214 | 0.02% | 0.02% | 375 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 2,366 | 208 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| St. Louis Trust Co | History | No change | 2,360 | 207 | 0.02% | 0.03% | 377 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 2,286 | 201 | 0.01% | — | 378 | +2,286 | New | Q4 2025 | Feb 17, 2026 |
| TCV Trust & Wealth Management, Inc. | History | New | 2,275 | 200 | 0.02% | — | 379 | +2,275 | New | Q4 2025 | Jan 23, 2026 |
| Spire Wealth Management | History | No change | 2,168 | 190 | 0.01% | 0.01% | 380 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Roble, Belko & Company, Inc | History | No change | 2,000 | 176 | 0.02% | 0.02% | 381 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,803 | 158 | 0.0% | 0.0% | 382 | +1 | 0.06% | Q4 2025 | Feb 12, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,686 | 148 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HOWE & RUSLING INC | History | No change | 1,618 | 142 | 0.01% | 0.01% | 384 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Reduced | 1,560 | 137 | 0.04% | 0.05% | 385 | -400 | -20.41% | Q4 2025 | Feb 02, 2026 |
| GAMMA Investing LLC | History | No change | 1,544 | 135 | 0.01% | 0.01% | 386 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| ORG Partners LLC | History | No change | 1,500 | 132 | 0.02% | 0.02% | 387 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 1,478 | 130 | 0.0% | 0.0% | 388 | -476 | -24.36% | Q4 2025 | Feb 17, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 1,465 | 129 | 0.01% | 0.01% | 389 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Noble Wealth Management PBC | History | No change | 1,437 | 126 | 0.06% | 0.07% | 390 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| CVA Family Office, LLC | History | No change | 1,426 | 125 | 0.01% | 0.02% | 391 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,402 | 123 | 0.0% | 0.0% | 392 | -150 | -9.66% | Q4 2025 | Feb 06, 2026 |
| AlphaCore Capital LLC | History | New | 1,330 | 117 | 0.0% | — | 393 | +1,330 | New | Q4 2025 | Feb 05, 2026 |
| Frankly Finances, LLC | History | New | 1,290 | 113 | 0.1% | — | 394 | +1,290 | New | Q4 2025 | Jan 26, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,200 | 105 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| City State Bank | History | New | 1,110 | 97 | 0.03% | — | 396 | +1,110 | New | Q4 2025 | Jan 28, 2026 |
| Clearstead Trust, LLC | History | Added to | 1,099 | 96 | 0.02% | 0.02% | 397 | +82 | 8.06% | Q4 2025 | Feb 09, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 1,075 | 94 | 0.01% | 0.01% | 398 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Cheviot Value Management, LLC | History | No change | 974 | 88 | 0.01% | 0.01% | 399 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 996 | 87 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Costello Asset Management, INC | History | Added to | 922 | 81 | 0.03% | 0.03% | 401 | +4 | 0.44% | Q4 2025 | Feb 03, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 900 | 79 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Allworth Financial LP | History | New | 855 | 75 | 0.0% | — | 403 | +855 | New | Q4 2025 | Feb 05, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 842 | 74 | 0.01% | 0.0% | 404 | +552 | 190.34% | Q4 2025 | Jan 21, 2026 |
| Inlight Wealth Management, LLC | History | No change | 851 | 74 | 0.03% | 0.03% | 405 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Bank of New Hampshire | History | New | 810 | 71 | 0.02% | — | 406 | +810 | New | Q4 2025 | Mar 16, 2026 |
| Lodestone Wealth Management LLC | History | New | 772 | 67 | 0.03% | — | 407 | +772 | New | Q4 2025 | Jan 15, 2026 |
| MidFirst Bank | History | New | 740 | 65 | 0.01% | — | 409 | +740 | New | Q4 2025 | Feb 25, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 748 | 65 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 681 | 59 | 0.0% | 0.0% | 411 | -42 | -5.81% | Q4 2025 | Feb 06, 2026 |
| FIRST HORIZON CORP | History | No change | 670 | 59 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 648 | 57 | 0.0% | 0.0% | 412 | -14,119 | -95.61% | Q4 2025 | Feb 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 636 | 56 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Coastline Trust Co | History | No change | 600 | 52 | 0.0% | 0.01% | 414 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 501 | 44 | 0.04% | 0.04% | 416 | +3 | 0.6% | Q4 2025 | Jan 26, 2026 |
| Fortis Group Advisors, LLC | History | No change | 500 | 44 | 0.01% | 0.01% | 415 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Quattro Advisors LLC | History | New | 451 | 39 | 0.03% | — | 417 | +451 | New | Q4 2025 | Feb 13, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 440 | 38 | 0.03% | 0.03% | 418 | +2 | 0.46% | Q4 2025 | Feb 11, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 410 | 36 | 0.0% | — | 419 | +410 | New | Q4 2025 | Jan 23, 2026 |
| TSFG, LLC | History | Added to | 414 | 36 | 0.01% | 0.01% | 420 | +2 | 0.49% | Q4 2025 | Feb 04, 2026 |
| Golden State Wealth Management, LLC | History | No change | 400 | 35 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Longview Financial Advisors LLC | History | No change | 400 | 35 | 0.02% | 0.02% | 422 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| GGM Financials LLC | History | New | 338 | 29 | 0.01% | — | 423 | +338 | New | Q4 2025 | Feb 04, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 320 | 28 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 297 | 26 | 0.0% | 0.0% | 425 | -205 | -40.84% | Q4 2025 | Feb 02, 2026 |
| Dunhill Financial, LLC | History | No change | 293 | 25 | 0.01% | 0.01% | 426 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Smartleaf Asset Management LLC | History | New | 275 | 24 | 0.0% | — | 428 | +275 | New | Q4 2025 | Feb 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 280 | 24 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 268 | 23 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| TRUST CO OF VERMONT | History | No change | 246 | 21 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Added to | 217 | 19 | 0.01% | 0.01% | 431 | +1 | 0.46% | Q4 2025 | Feb 10, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 212 | 18 | 0.0% | 0.0% | 432 | +1 | 0.47% | Q4 2025 | Feb 17, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 198 | 17 | 0.0% | 0.0% | 433 | +2 | 1.02% | Q4 2025 | Feb 20, 2026 |
| BlackRock, Inc. | History | New | 192 | 16 | 0.0% | — | 435 | +192 | New | Q4 2025 | Feb 12, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 185 | 16 | 0.02% | — | 436 | +185 | New | Q4 2025 | Feb 12, 2026 |
| SJS Investment Consulting Inc. | History | No change | 182 | 16 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| IMA Advisory Services, Inc. | History | No change | 171 | 15 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| JNBA Financial Advisors | History | No change | 173 | 15 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Colonial Trust Co / SC | History | No change | 164 | 14 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BESSEMER GROUP INC | History | No change | 153 | 13 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| AdvisorNet Financial, Inc | History | No change | 129 | 11 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Sound Income Strategies, LLC | History | No change | 109 | 9 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 80 | 7 | 0.0% | — | 445 | +80 | New | Q4 2025 | Feb 11, 2026 |
| SIGNATUREFD, LLC | History | No change | 85 | 7 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| American Capital Advisory, LLC | History | No change | 86 | 7 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Private Wealth Management Group, LLC | History | New | 70 | 6 | 0.0% | — | 446 | +70 | New | Q4 2025 | Jan 23, 2026 |
| Arax Advisory Partners | History | New | 61 | 5 | 0.0% | — | 447 | +61 | New | Q4 2025 | Feb 13, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 50 | 4 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Asset Dedication, LLC | History | No change | 44 | 3 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Coston, McIsaac & Partners | History | Added to | 17 | 1 | 0.0% | 0.0% | 452 | +1 | 6.25% | Q4 2025 | Feb 03, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 12 | 1 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Financial Perspectives, Inc | History | No change | 16 | 1 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,010 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cambria Investment Management, L.P. | History | Closed out | 0 | 0 | — | 0.08% | — | -15,353 | -100.0% | Q3 2025 | Dec 01, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,353 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Northwest Financial Advisors | History | Closed out | 0 | 0 | — | 0.97% | — | -8,706 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Almanack Investment Partners, LLC. | History | Closed out | 0 | 0 | — | 0.1% | — | -7,610 | -100.0% | Q3 2025 | Oct 22, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,415 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Waldron Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,058 | -100.0% | Q3 2025 | Oct 30, 2025 |
| OneAscent Financial Services LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,807 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Reynders McVeigh Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,800 | -100.0% | Q3 2025 | Nov 17, 2025 |
| HUB Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,047 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,160 | -100.0% | Q3 2025 | Nov 03, 2025 |
| GUIDANCE CAPITAL, INC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,037 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Focus Financial Network, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,807 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Moors & Cabot, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,418 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DAVENPORT & Co LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,373 | -100.0% | Q3 2025 | Oct 15, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -410 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Quest 10 Wealth Builders, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -140 | -100.0% | Q3 2025 | Oct 20, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -46 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Bogart Wealth, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2025 | Oct 27, 2025 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |