WisdomTree Trust - DON
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 4,677,636 | 241,366 | 0.02% | 0.02% | 1 | -16,221 | -0.35% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 2,374,903 | 122,545 | 0.01% | 0.01% | 2 | +29,117 | 1.24% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 1,949,899 | 100,614 | 0.03% | 0.03% | 3 | -39,725 | -2.0% | Q4 2025 | Feb 11, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 1,844,548 | 95,178 | 4.0% | 4.12% | 4 | +15,767 | 0.86% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Reduced | 1,730,982 | 89,318 | 0.01% | 0.01% | 5 | -35,222 | -1.99% | Q4 2025 | Jan 29, 2026 |
| Creative Planning | History | Reduced | 1,518,511 | 78,355 | 0.06% | 0.06% | 6 | -2,702 | -0.18% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,381,416 | 71,282 | 0.02% | 0.02% | 7 | -7,281 | -0.52% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,347,239 | 69,517 | 0.04% | 0.04% | 8 | +175,162 | 14.94% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,114,987 | 57,533 | 0.02% | 0.02% | 9 | +57,569 | 5.44% | Q4 2025 | Feb 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 998,423 | 51,518 | 0.01% | 0.01% | 10 | +63,062 | 6.74% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 615,614 | 31,765 | 0.05% | 0.05% | 11 | +42,363 | 7.39% | Q4 2025 | Feb 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 586,910 | 30,284 | 0.04% | 0.04% | 12 | -22,204 | -3.65% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 571,657 | 29,498 | 0.0% | — | 13 | +571,657 | New | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 550,302 | 28,395 | 0.12% | 0.13% | 14 | -2,675 | -0.48% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 549,466 | 28,352 | 0.03% | 0.03% | 15 | +2,458 | 0.45% | Q4 2025 | Feb 17, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 508,256 | 26,226 | 0.09% | 0.09% | 16 | +8,532 | 1.71% | Q4 2025 | Jan 30, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 493,195 | 25,448 | 2.95% | 3.05% | 17 | +7,865 | 1.62% | Q4 2025 | Feb 10, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 490,747 | 25,322 | 0.33% | 0.36% | 18 | -17,435 | -3.43% | Q4 2025 | Feb 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 375,667 | 19,386 | 0.03% | 0.03% | 19 | +3,960 | 1.07% | Q4 2025 | Feb 17, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 371,537 | 19,171 | 1.64% | 1.68% | 20 | +7,445 | 2.04% | Q4 2025 | Jan 21, 2026 |
| Trajan Wealth LLC | History | Reduced | 357,898 | 18,467 | 0.77% | 0.81% | 21 | -3,073 | -0.85% | Q4 2025 | Feb 06, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 342,789 | 17,687 | 0.03% | 0.04% | 22 | -115,352 | -25.18% | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 336,764 | 17,377 | 0.1% | 0.11% | 23 | -4,987 | -1.46% | Q4 2025 | Feb 09, 2026 |
| AE Wealth Management LLC | History | Added to | 335,474 | 17,310 | 0.1% | 0.1% | 24 | +27,552 | 8.95% | Q4 2025 | Jan 26, 2026 |
| MAI Capital Management | History | Reduced | 332,458 | 17,154 | 0.1% | 0.11% | 25 | -4,518 | -1.34% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 312,692 | 16,134 | 0.02% | 0.02% | 26 | -63,301 | -16.84% | Q4 2025 | Feb 06, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 303,081 | 15,638 | 0.01% | 0.01% | 27 | -5,980 | -1.93% | Q4 2025 | Feb 13, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 292,142 | 15,074 | 0.28% | 0.34% | 29 | -48,431 | -14.22% | Q4 2025 | Feb 04, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 292,134 | 15,074 | 0.0% | 0.0% | 28 | -46,699 | -13.78% | Q4 2025 | Feb 11, 2026 |
| Marion Wealth Management | History | Added to | 278,243 | 14,994 | 3.33% | 3.37% | 30 | +6,738 | 2.48% | Q4 2025 | Jan 26, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 275,013 | 14,190 | 0.03% | 0.03% | 31 | +1,183 | 0.43% | Q4 2025 | Mar 16, 2026 |
| Lido Advisors, LLC | History | Reduced | 268,536 | 14,044 | 0.04% | 0.04% | 32 | -459 | -0.17% | Q4 2025 | Feb 10, 2026 |
| Focus Partners Wealth | History | Reduced | 264,186 | 13,634 | 0.02% | 0.02% | 33 | -14,270 | -5.12% | Q4 2025 | Feb 13, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 251,334 | 12,968 | 2.72% | 3.17% | 34 | -23,607 | -8.59% | Q4 2025 | Jan 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 251,035 | 12,953 | 0.03% | 0.03% | 35 | +12,325 | 5.16% | Q4 2025 | Feb 05, 2026 |
| Destination Wealth Management | History | Added to | 237,071 | 12,232 | 0.32% | 0.33% | 36 | +5,359 | 2.31% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 228,993 | 11,816 | 0.0% | 0.0% | 37 | +104,013 | 83.22% | Q4 2025 | Feb 10, 2026 |
| Concord Wealth Partners | History | Reduced | 229,002 | 11,816 | 1.54% | 1.67% | 38 | -2,953 | -1.27% | Q4 2025 | Jan 29, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 227,248 | 11,726 | 0.33% | 0.35% | 39 | -5,412 | -2.33% | Q4 2025 | Feb 05, 2026 |
| EASTERN BANK | History | New | 221,666 | 11,437 | 0.2% | — | 40 | +221,666 | New | Q4 2025 | Jan 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 213,722 | 11,346 | 0.02% | 0.02% | 41 | -12,486 | -5.52% | Q4 2025 | Jan 08, 2026 |
| Lee-Kelleher Wealth Management | History | Added to | 213,817 | 11,032 | 6.58% | 6.57% | 42 | +9,909 | 4.86% | Q4 2025 | Jan 14, 2026 |
| Curi Capital, LLC | History | Reduced | 213,338 | 11,017 | 0.19% | 0.21% | 43 | -9,705 | -4.35% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 211,129 | 10,894 | 0.01% | 0.01% | 44 | +7,745 | 3.81% | Q4 2025 | Feb 10, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 204,908 | 10,573 | 1.18% | 1.19% | 45 | +12,463 | 6.48% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 188,208 | 9,711 | 0.01% | 0.01% | 46 | +69,460 | 58.49% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 176,933 | 9,192 | 0.01% | 0.0% | 47 | +140,571 | 386.59% | Q4 2025 | Mar 09, 2026 |
| CX Institutional | History | Reduced | 177,638 | 9,166 | 0.27% | 0.29% | 48 | -5,284 | -2.89% | Q4 2025 | Feb 02, 2026 |
| White Pine Investment CO | History | Added to | 173,338 | 8,944 | 2.11% | 2.1% | 49 | +3,820 | 2.25% | Q4 2025 | Jan 28, 2026 |
| Concord Asset Management, LLC/VA | History | Reduced | 162,452 | 8,382 | 1.45% | 1.57% | 50 | -2,994 | -1.81% | Q4 2025 | Jan 29, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 159,280 | 8,218 | 0.26% | 0.24% | 51 | +4,239 | 2.73% | Q4 2025 | Jan 09, 2026 |
| Melone Private Wealth, LLC | History | Reduced | 156,391 | 8,069 | 3.42% | 8.24% | 52 | -191,596 | -55.06% | Q4 2025 | Jan 07, 2026 |
| United Advisor Group, LLC | History | Reduced | 142,776 | 7,367 | 0.92% | 1.04% | 53 | -4,783 | -3.24% | Q4 2025 | Jan 26, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 142,219 | 7,338 | 0.47% | 0.47% | 54 | +8,633 | 6.46% | Q4 2025 | Feb 18, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 141,506 | 7,301 | 0.38% | 0.41% | 55 | -1,532 | -1.07% | Q4 2025 | Feb 05, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 140,679 | 7,259 | 1.01% | 1.06% | 56 | +3,409 | 2.48% | Q4 2025 | Feb 02, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 134,595 | 6,945 | 1.57% | 1.5% | 57 | +7,611 | 5.99% | Q4 2025 | Feb 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 130,899 | 6,754 | 0.02% | 0.02% | 58 | +1,735 | 1.34% | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | Reduced | 124,781 | 6,438 | 0.07% | 0.08% | 59 | -4,807 | -3.71% | Q4 2025 | Feb 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 124,584 | 6,428 | 0.04% | 0.04% | 60 | +13,874 | 12.53% | Q4 2025 | Feb 17, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Added to | 119,202 | 6,150 | 4.59% | 5.05% | 61 | +411 | 0.35% | Q4 2025 | Feb 10, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 117,594 | 6,067 | 0.04% | 0.04% | 62 | -1,981 | -1.66% | Q4 2025 | Jan 29, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 116,941 | 6,034 | 0.07% | 0.07% | 63 | -426 | -0.36% | Q4 2025 | Jan 21, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | New | 116,379 | 6,005 | 0.08% | — | 64 | +116,379 | New | Q4 2025 | Feb 13, 2026 |
| Long Run Wealth Advisors, LLC | History | Added to | 115,814 | 5,975 | 1.13% | 1.15% | 65 | +3,978 | 3.56% | Q4 2025 | Feb 02, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 103,001 | 5,314 | 0.07% | 0.05% | 66 | +26,124 | 33.98% | Q4 2025 | Feb 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 100,372 | 5,179 | 0.29% | 0.31% | 67 | -959 | -0.95% | Q4 2025 | Jan 14, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 100,025 | 5,154 | 0.03% | 0.04% | 68 | -5,706 | -5.4% | Q4 2025 | Jan 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 99,538 | 5,136 | 0.0% | 0.0% | 69 | -17,410 | -14.89% | Q4 2025 | Feb 10, 2026 |
| Apeiron RIA LLC | History | Reduced | 93,808 | 5,042 | 1.02% | 1.17% | 70 | -8,491 | -8.3% | Q4 2025 | Feb 03, 2026 |
| SouthState Bank Corp | History | Added to | 97,628 | 5,037 | 0.23% | 0.22% | 71 | +5,550 | 6.03% | Q4 2025 | Feb 11, 2026 |
| IFG Advisory, LLC | History | Added to | 95,486 | 4,927 | 0.21% | 0.22% | 72 | +3,986 | 4.36% | Q4 2025 | Feb 10, 2026 |
| Frazier Financial Advisors, LLC | History | Reduced | 90,874 | 4,689 | 2.78% | 2.94% | 73 | -737 | -0.8% | Q4 2025 | Feb 09, 2026 |
| JPL Wealth Management, LLC | History | Reduced | 89,998 | 4,643 | 1.13% | 1.12% | 74 | -107 | -0.12% | Q4 2025 | Feb 12, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 87,539 | 4,516 | 0.55% | 0.7% | 75 | -10,447 | -10.66% | Q4 2025 | Jan 09, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 87,361 | 4,508 | 1.08% | 1.22% | 76 | -5,790 | -6.22% | Q4 2025 | Jan 15, 2026 |
| BEACON FINANCIAL GROUP | History | New | 86,976 | 4,487 | 0.45% | — | 77 | +86,976 | New | Q4 2025 | Apr 01, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 86,716 | 4,474 | 0.45% | 0.52% | 78 | -285 | -0.33% | Q4 2025 | Feb 06, 2026 |
| Private Capital Management, LLC | History | Reduced | 86,558 | 4,466 | 0.41% | 0.41% | 79 | -524 | -0.6% | Q4 2025 | Feb 17, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 85,752 | 4,424 | 0.48% | 0.46% | 80 | +8,610 | 11.16% | Q4 2025 | Feb 18, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 84,338 | 4,351 | 0.15% | 0.17% | 81 | +1,321 | 1.59% | Q4 2025 | Feb 04, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 81,164 | 4,188 | 0.31% | 0.27% | 82 | +1,975 | 2.49% | Q4 2025 | Feb 17, 2026 |
| Sage Capital Management, LLC | History | Reduced | 80,059 | 4,131 | 1.91% | 2.06% | 83 | -7,536 | -8.6% | Q4 2025 | Jan 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 77,472 | 3,997 | 0.01% | 0.01% | 84 | +10 | 0.01% | Q4 2025 | Feb 17, 2026 |
| Harbour Wealth Management Group, Inc. | History | New | 74,526 | 3,845 | 3.01% | — | 85 | +74,526 | New | Q4 2025 | Feb 19, 2026 |
| Larson Financial Group LLC | History | Added to | 74,421 | 3,840 | 0.13% | 0.13% | 86 | +3,300 | 4.64% | Q4 2025 | Feb 06, 2026 |
| Midwest Trust Co | History | Added to | 71,727 | 3,701 | 0.05% | 0.05% | 87 | +3,911 | 5.77% | Q4 2025 | Feb 04, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 71,667 | 3,698 | 0.01% | 0.01% | 88 | -16,700 | -18.9% | Q4 2025 | Feb 11, 2026 |
| VESTOR CAPITAL, LLC | History | Reduced | 170 | 3,610 | 0.25% | 0.23% | 89 | -67,811 | -99.75% | Q4 2025 | Feb 11, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 68,351 | 3,527 | 0.0% | 0.0% | 90 | +5,701 | 9.1% | Q4 2025 | Feb 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 67,934 | 3,512 | 0.01% | 0.0% | 91 | +56,645 | 501.77% | Q4 2025 | Feb 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 66,004 | 3,405 | 0.02% | 0.02% | 92 | +18,537 | 39.05% | Q4 2025 | Feb 17, 2026 |
| Independence Bank of Kentucky | History | No change | 65,834 | 3,397 | 0.42% | 0.44% | 93 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 65,600 | 3,384 | 0.0% | 0.01% | 94 | -82,900 | -55.82% | Q4 2025 | Feb 17, 2026 |
| NBT BANK N A /NY | History | Reduced | 45,479 | 3,373 | 0.22% | 0.22% | 95 | -577 | -1.25% | Q4 2025 | Jan 23, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 64,763 | 3,341 | 0.06% | 0.06% | 96 | +19 | 0.03% | Q4 2025 | Feb 17, 2026 |
| FIRST HAWAIIAN BANK | History | Reduced | 62,896 | 3,245 | 0.43% | 0.52% | 97 | -13,935 | -18.14% | Q4 2025 | Jan 05, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 61,993 | 3,198 | 0.02% | 0.03% | 98 | -1,918 | -3.0% | Q4 2025 | Feb 18, 2026 |
| CWM, LLC | History | Reduced | 60,489 | 3,121 | 0.01% | 0.01% | 99 | -7,691 | -11.28% | Q4 2025 | Jan 26, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 59,572 | 3,073 | 0.69% | 0.74% | 100 | -432 | -0.72% | Q4 2025 | Jan 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 58,900 | 3,039 | 0.06% | 0.07% | 101 | -6,391 | -9.79% | Q4 2025 | Jan 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 57,358 | 2,959 | 0.02% | 0.04% | 102 | -74,892 | -56.63% | Q4 2025 | Jan 29, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Added to | 55,373 | 2,857 | 0.5% | 0.52% | 103 | +284 | 0.52% | Q4 2025 | Jan 15, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 54,247 | 2,799 | 0.53% | 0.53% | 104 | +421 | 0.78% | Q4 2025 | Feb 12, 2026 |
| JNBA Financial Advisors | History | Reduced | 54,244 | 2,798 | 0.24% | 0.27% | 105 | -2,331 | -4.12% | Q4 2025 | Jan 26, 2026 |
| Intrua Financial, LLC | History | Added to | 53,928 | 2,782 | 0.29% | 0.3% | 106 | +1,593 | 3.04% | Q4 2025 | Feb 05, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 52,259 | 2,696 | 0.04% | 0.04% | 107 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Vident Advisory, LLC | History | No change | 51,428 | 2,653 | 0.02% | 0.03% | 108 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Private Advisor Group, LLC | History | Reduced | 50,976 | 2,630 | 0.01% | 0.01% | 109 | -272 | -0.53% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 50,611 | 2,612 | 0.02% | 0.01% | 110 | +14,667 | 40.81% | Q4 2025 | Jan 05, 2026 |
| Financial Insights, Inc. | History | Reduced | 50,379 | 2,599 | 0.87% | 0.88% | 111 | -419 | -0.82% | Q4 2025 | Mar 31, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 50,342 | 2,597 | 0.0% | 0.0% | 112 | +39,545 | 366.26% | Q4 2025 | Feb 17, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 49,881 | 2,573 | 0.04% | 0.05% | 113 | -1,062 | -2.08% | Q4 2025 | Jan 22, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 48,631 | 2,509 | 0.33% | — | 114 | +48,631 | New | Q4 2025 | Feb 04, 2026 |
| &PARTNERS | History | Added to | 48,520 | 2,503 | 0.01% | 0.01% | 115 | +7,945 | 19.58% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Added to | 47,844 | 2,468 | 0.0% | 0.0% | 116 | +6,706 | 16.3% | Q4 2025 | Feb 17, 2026 |
| Powers Advisory Group, LLC | History | Added to | 46,845 | 2,417 | 0.91% | 0.96% | 117 | +944 | 2.06% | Q4 2025 | Jan 22, 2026 |
| Oxinas Partners, LLC | History | Added to | 46,659 | 2,407 | 1.16% | 1.22% | 118 | +3,041 | 6.97% | Q4 2025 | Jan 26, 2026 |
| BIP Wealth, LLC | History | Reduced | 46,266 | 2,387 | 0.08% | 0.12% | 119 | -856 | -1.82% | Q4 2025 | Jan 21, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 45,719 | 2,359 | 0.11% | 0.15% | 120 | -1,126 | -2.4% | Q4 2025 | Jan 28, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 43,255 | 2,231 | 0.5% | 0.56% | 121 | -1,138 | -2.56% | Q4 2025 | Jan 09, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 43,019 | 2,219 | 0.03% | 0.04% | 122 | +1,150 | 2.75% | Q4 2025 | Feb 12, 2026 |
| HF Advisory Group, LLC | History | Added to | 42,304 | 2,182 | 0.76% | 0.78% | 123 | +1,632 | 4.01% | Q4 2025 | Jan 23, 2026 |
| Well Done, LLC | History | Added to | 42,046 | 2,169 | 0.32% | 0.37% | 124 | +366 | 0.88% | Q4 2025 | Jan 13, 2026 |
| Farmers National Bank | History | New | 41,713 | 2,152 | 0.48% | — | 125 | +41,713 | New | Q4 2025 | Mar 12, 2026 |
| FMR LLC | History | Added to | 41,108 | 2,121 | 0.0% | 0.0% | 126 | +10,165 | 32.85% | Q4 2025 | Feb 17, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 40,975 | 2,114 | 0.02% | 0.01% | 127 | +13 | 0.03% | Q4 2025 | Feb 13, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 40,148 | 2,112 | 0.19% | 0.19% | 128 | -510 | -1.25% | Q4 2025 | Jan 28, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Reduced | 40,594 | 2,094 | 0.06% | 0.07% | 129 | -822 | -1.98% | Q4 2025 | Jan 21, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Added to | 40,503 | 2,089 | 0.28% | 0.13% | 130 | +24,600 | 154.69% | Q4 2025 | Feb 17, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 39,284 | 2,027 | 0.09% | 0.09% | 131 | +2,985 | 8.22% | Q4 2025 | Feb 13, 2026 |
| TopTier Wealth Management, LLC | History | New | 38,687 | 1,996 | 1.36% | — | 132 | +38,687 | New | Q4 2025 | Feb 12, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 38,656 | 1,994 | 0.09% | 0.1% | 133 | -1,848 | -4.56% | Q4 2025 | Feb 17, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Added to | 38,517 | 1,987 | 0.85% | 0.92% | 134 | +277 | 0.72% | Q4 2025 | Jan 22, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Reduced | 38,406 | 1,982 | 0.55% | 0.57% | 135 | -258 | -0.67% | Q4 2025 | Feb 02, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 38,322 | 1,977 | 0.1% | 0.11% | 136 | -1,125 | -2.85% | Q4 2025 | Jan 26, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 37,543 | 1,937 | 0.02% | 0.03% | 137 | +5,542 | 17.32% | Q4 2025 | Jan 29, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 36,959 | 1,907 | 0.01% | 0.01% | 138 | +1,200 | 3.36% | Q4 2025 | Feb 11, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Reduced | 34,826 | 1,797 | 1.11% | 1.13% | 139 | -21 | -0.06% | Q4 2025 | Jan 12, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 33,001 | 1,778 | 0.04% | 0.05% | 140 | -2,434 | -6.87% | Q4 2025 | Jan 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 34,082 | 1,758 | 0.04% | 0.04% | 141 | -116 | -0.34% | Q4 2025 | Feb 09, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 33,568 | 1,732 | 0.03% | 0.03% | 142 | +350 | 1.05% | Q4 2025 | Feb 12, 2026 |
| Envision Financial LLC | History | Reduced | 33,085 | 1,707 | 0.9% | 1.19% | 143 | -6,577 | -16.58% | Q4 2025 | Jan 07, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 32,965 | 1,701 | 0.0% | 0.0% | 144 | -997 | -2.94% | Q4 2025 | Feb 02, 2026 |
| Argent Trust Co | History | Reduced | 32,797 | 1,692 | 0.06% | 0.07% | 145 | -5,011 | -13.25% | Q4 2025 | Feb 10, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | Added to | 32,183 | 1,660 | 0.47% | 0.49% | 146 | +181 | 0.57% | Q4 2025 | Jan 23, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 31,470 | 1,639 | 0.26% | 0.31% | 148 | -4,939 | -13.57% | Q4 2025 | Jan 08, 2026 |
| WESBANCO BANK INC | History | Added to | 31,779 | 1,639 | 0.05% | 0.04% | 147 | +970 | 3.15% | Q4 2025 | Feb 03, 2026 |
| ORG Partners LLC | History | Reduced | 31,483 | 1,624 | 0.29% | 0.4% | 149 | -10,171 | -24.42% | Q4 2025 | Jan 14, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 31,350 | 1,619 | 0.02% | 0.02% | 150 | +1,337 | 4.45% | Q4 2025 | Feb 02, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 31,041 | 1,601 | 0.02% | 0.02% | 151 | +5,799 | 22.97% | Q4 2025 | Jan 23, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 30,973 | 1,598 | 0.12% | 0.13% | 152 | +988 | 3.29% | Q4 2025 | Jan 07, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 30,943 | 1,596 | 0.2% | — | 153 | +30,943 | New | Q4 2025 | Jan 27, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 30,740 | 1,586 | 0.74% | 0.67% | 154 | +2,910 | 10.46% | Q4 2025 | Jan 14, 2026 |
| Biondo Investment Advisors, LLC | History | Added to | 30,598 | 1,578 | 0.19% | 0.19% | 155 | +1,630 | 5.63% | Q4 2025 | Feb 13, 2026 |
| Opes Wealth Management LLC | History | Added to | 30,173 | 1,556 | 0.25% | 0.27% | 156 | +145 | 0.48% | Q4 2025 | Feb 02, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 29,771 | 1,536 | 0.1% | 0.11% | 157 | -1,205 | -3.89% | Q4 2025 | Apr 02, 2026 |
| Southland Equity Partners LLC | History | Reduced | 28,322 | 1,461 | 0.29% | 0.3% | 158 | -465 | -1.62% | Q4 2025 | Jan 14, 2026 |
| CULBERTSON A N & CO INC | History | No change | 28,251 | 1,457 | 0.2% | 0.21% | 159 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Resurgent Financial Advisors LLC | History | Reduced | 28,187 | 1,454 | 0.73% | 0.75% | 160 | -876 | -3.01% | Q4 2025 | Feb 12, 2026 |
| NewSquare Capital LLC | History | Added to | 27,914 | 1,440 | 0.13% | 0.09% | 161 | +3,203 | 12.96% | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 26,905 | 1,388 | 0.02% | 0.01% | 162 | +4,573 | 20.48% | Q4 2025 | Feb 02, 2026 |
| Aptus Capital Advisors, LLC | History | New | 26,806 | 1,383 | 0.01% | — | 163 | +26,806 | New | Q4 2025 | Feb 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 26,579 | 1,371 | 0.01% | — | 164 | +26,579 | New | Q4 2025 | Feb 18, 2026 |
| Composition Wealth, LLC | History | Added to | 26,526 | 1,368 | 0.02% | 0.02% | 165 | +2,437 | 10.12% | Q4 2025 | Feb 02, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 26,377 | 1,361 | 0.04% | — | 166 | +26,377 | New | Q4 2025 | Feb 13, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 26,360 | 1,360 | 0.04% | 0.04% | 167 | -576 | -2.14% | Q4 2025 | Feb 17, 2026 |
| OMNI 360 Wealth, Inc. | History | Reduced | 25,179 | 1,354 | 0.69% | 0.75% | 168 | -424 | -1.66% | Q4 2025 | Jan 29, 2026 |
| COMERICA BANK | History | Reduced | 26,122 | 1,347 | 0.01% | 0.01% | 169 | -2,614 | -9.1% | Q4 2025 | Jan 29, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 25,335 | 1,307 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Merit Financial Group, LLC | History | Reduced | 25,282 | 1,304 | 0.01% | 0.02% | 171 | -6,364 | -20.11% | Q4 2025 | Jan 26, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 25,238 | 1,302 | 0.01% | 0.01% | 172 | -1,535 | -5.73% | Q4 2025 | Jan 13, 2026 |
| Cadence Bank | History | Reduced | 25,215 | 1,301 | 0.08% | 0.08% | 173 | -508 | -1.97% | Q4 2025 | Jan 30, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 24,992 | 1,289 | 0.05% | 0.05% | 174 | -548 | -2.15% | Q4 2025 | Feb 17, 2026 |
| WealthShield Partners, LLC | History | Added to | 24,778 | 1,278 | 0.14% | 0.15% | 175 | +290 | 1.18% | Q4 2025 | Feb 03, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 24,114 | 1,244 | 0.02% | 0.03% | 176 | -713 | -2.87% | Q4 2025 | Feb 13, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 23,208 | 1,238 | 0.28% | 0.3% | 177 | +817 | 3.65% | Q4 2025 | Feb 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 22,652 | 1,168 | 0.01% | 0.01% | 178 | +817 | 3.74% | Q4 2025 | Feb 12, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 22,303 | 1,150 | 0.05% | 0.05% | 179 | -166 | -0.74% | Q4 2025 | Feb 12, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 21,920 | 1,131 | 0.54% | 0.58% | 180 | -925 | -4.05% | Q4 2025 | Feb 05, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 21,045 | 1,085 | 0.06% | 0.08% | 181 | -3,750 | -15.12% | Q4 2025 | Feb 06, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 20,850 | 1,075 | 0.03% | 0.03% | 182 | -2,161 | -9.39% | Q4 2025 | Feb 17, 2026 |
| Holos Integrated Wealth LLC | History | Added to | 20,581 | 1,072 | 0.6% | 0.61% | 183 | +18 | 0.09% | Q4 2025 | Jan 05, 2026 |
| Waverly Advisors, LLC | History | Added to | 20,675 | 1,066 | 0.01% | 0.01% | 184 | +2,698 | 15.01% | Q4 2025 | Feb 17, 2026 |
| Rossby Financial, LCC | History | New | 20,319 | 1,048 | 0.32% | — | 185 | +20,319 | New | Q4 2025 | Feb 12, 2026 |
| True Link Financial Advisors, LLC | History | No change | 20,286 | 1,046 | 0.06% | 0.07% | 186 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 20,113 | 1,037 | 0.56% | 0.6% | 187 | -403 | -1.96% | Q4 2025 | Jan 23, 2026 |
| Kaydan Wealth Management, Inc. | History | Reduced | 19,212 | 991 | 0.29% | 0.29% | 188 | -124 | -0.64% | Q4 2025 | Jan 12, 2026 |
| Prairie Wealth Advisors, Inc. | History | Closed out | 0 | 988 | 0.42% | 0.44% | 189 | -20,441 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Collaborative Wealth Managment Inc. | History | Reduced | 19,128 | 987 | 0.35% | 0.44% | 190 | -1,473 | -7.15% | Q4 2025 | Feb 09, 2026 |
| VICUS CAPITAL | History | Added to | 18,611 | 960 | 0.07% | 0.07% | 191 | +964 | 5.46% | Q4 2025 | Jan 22, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 18,468 | 952 | 0.0% | 0.0% | 192 | -12,612 | -40.58% | Q4 2025 | Mar 25, 2026 |
| Gryphon Financial Partners LLC | History | Reduced | 18,438 | 951 | 0.1% | 0.11% | 193 | -132 | -0.71% | Q4 2025 | Jan 08, 2026 |
| GLOBALT Investments LLC / GA | History | Reduced | 18,185 | 938 | 0.03% | 0.04% | 194 | -279 | -1.51% | Q4 2025 | Feb 06, 2026 |
| Selby Wealth Management, LLC | History | New | 17,942 | 925 | 0.37% | — | 195 | +17,942 | New | Q4 2025 | Feb 13, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Reduced | 17,847 | 920 | 0.33% | 0.35% | 196 | -112 | -0.62% | Q4 2025 | Feb 13, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 17,410 | 898 | 0.01% | 0.01% | 197 | -757 | -4.17% | Q4 2025 | Feb 05, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 17,337 | 895 | 0.03% | 0.03% | 198 | -432 | -2.43% | Q4 2025 | Jan 12, 2026 |
| Platform Technology Partners | History | No change | 17,251 | 890 | 0.19% | 0.22% | 199 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 17,182 | 886 | 0.16% | 0.16% | 200 | +15 | 0.09% | Q4 2025 | Jan 16, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 17,164 | 885 | 0.01% | 0.02% | 201 | -7,583 | -30.64% | Q4 2025 | Feb 09, 2026 |
| Anson Capital, Inc. | History | Added to | 17,072 | 880 | 0.64% | 0.47% | 202 | +4,962 | 40.97% | Q4 2025 | Feb 04, 2026 |
| Navis Wealth Advisors, LLC | History | Added to | 16,751 | 864 | 0.37% | 0.65% | 203 | +184 | 1.11% | Q4 2025 | Feb 13, 2026 |
| SHP Wealth Management | History | New | 16,638 | 858 | 0.07% | — | 204 | +16,638 | New | Q4 2025 | Mar 04, 2026 |
| CPC Advisors, LLC | History | Added to | 16,628 | 857 | 0.09% | 0.09% | 205 | +803 | 5.07% | Q4 2025 | Jan 28, 2026 |
| Savant Capital, LLC | History | Reduced | 16,480 | 850 | 0.0% | 0.01% | 206 | -356 | -2.11% | Q4 2025 | Feb 10, 2026 |
| Simmons Bank | History | No change | 16,454 | 849 | 0.06% | 0.06% | 207 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| BRADY FAMILY WEALTH, LLC | History | No change | 16,034 | 827 | 0.26% | 0.26% | 208 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Marathon Strategic Advisors, LLC | History | No change | 15,590 | 804 | 0.61% | 0.65% | 209 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 15,574 | 803 | 0.01% | 0.01% | 210 | +17 | 0.11% | Q4 2025 | Feb 13, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 15,168 | 782 | 0.12% | — | 211 | +15,168 | New | Q4 2025 | Feb 03, 2026 |
| Summit Financial, LLC | History | Reduced | 15,130 | 781 | 0.01% | 0.01% | 212 | -169 | -1.1% | Q4 2025 | Feb 13, 2026 |
| Arkos Global Advisors | History | Reduced | 14,723 | 760 | 0.1% | 0.1% | 213 | -80 | -0.54% | Q4 2025 | Feb 13, 2026 |
| Team Financial Group, LLC | History | Reduced | 14,643 | 755 | 0.34% | 0.37% | 214 | -466 | -3.08% | Q4 2025 | Jan 13, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 14,448 | 746 | 0.07% | 0.09% | 215 | -2,363 | -14.06% | Q4 2025 | Jan 23, 2026 |
| Friday Financial | History | Added to | 14,350 | 740 | 0.26% | 0.19% | 216 | +5,524 | 62.59% | Q4 2025 | Jan 09, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 14,150 | 730 | 0.05% | 0.05% | 217 | -92 | -0.65% | Q4 2025 | Feb 17, 2026 |
| Betterment LLC | History | Reduced | 14,115 | 728 | 0.0% | 0.0% | 218 | -334 | -2.31% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 13,868 | 715 | 0.05% | 0.06% | 219 | -757 | -5.18% | Q4 2025 | Feb 02, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 13,694 | 706 | 0.02% | 0.01% | 220 | +8,257 | 151.87% | Q4 2025 | Feb 17, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 13,410 | 691 | 0.02% | 0.02% | 221 | -1,110 | -7.64% | Q4 2025 | Jan 30, 2026 |
| Global Retirement Partners, LLC | History | Added to | 13,130 | 677 | 0.01% | 0.01% | 222 | +3,330 | 33.98% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 12,646 | 652 | 0.0% | — | 223 | +12,646 | New | Q4 2025 | Feb 05, 2026 |
| Ironwood Investment Counsel, LLC | History | Reduced | 12,617 | 651 | 0.09% | 0.1% | 224 | -395 | -3.04% | Q4 2025 | Feb 06, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 12,581 | 649 | 0.37% | 0.37% | 225 | +1,366 | 12.18% | Q4 2025 | Feb 03, 2026 |
| HB Wealth Management, LLC | History | Reduced | 12,473 | 643 | 0.0% | 0.0% | 226 | -1,068 | -7.89% | Q4 2025 | Jan 28, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 12,443 | 642 | 0.01% | 0.1% | 227 | -75,493 | -85.85% | Q4 2025 | Feb 06, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Reduced | 12,324 | 635 | 0.38% | 0.4% | 228 | -246 | -1.96% | Q4 2025 | Jan 12, 2026 |
| Asset Dedication, LLC | History | No change | 12,303 | 634 | 0.04% | 0.04% | 229 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SAXON INTERESTS, INC. | History | No change | 12,224 | 630 | 0.22% | 0.25% | 230 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HANOVER ADVISORS INC | History | No change | 11,871 | 612 | 0.24% | 0.24% | 231 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 11,821 | 609 | 0.16% | 0.16% | 232 | +667 | 5.98% | Q4 2025 | Jan 14, 2026 |
| New Hampshire Trust | History | No change | 11,805 | 609 | 0.12% | 0.12% | 233 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Vines Capital Management, LLC | History | New | 11,638 | 600 | 0.58% | — | 234 | +11,638 | New | Q4 2025 | Feb 17, 2026 |
| Redmond Asset Management, LLC | History | Reduced | 11,593 | 598 | 0.15% | 0.15% | 235 | -73 | -0.63% | Q4 2025 | Feb 09, 2026 |
| New Insight Wealth Advisors | History | Added to | 11,489 | 592 | 0.21% | 0.22% | 236 | +439 | 3.97% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 11,418 | 589 | 0.0% | 0.0% | 237 | -11 | -0.1% | Q4 2025 | Feb 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 15,755 | 579 | 0.01% | 0.02% | 238 | -1,310 | -7.68% | Q4 2025 | Feb 11, 2026 |
| WCG Wealth Advisors LLC | History | New | 11,154 | 575 | 0.02% | — | 239 | +11,154 | New | Q4 2025 | Feb 10, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 11,342 | 571 | 0.06% | 0.19% | 240 | -20,810 | -64.72% | Q4 2025 | Jan 21, 2026 |
| NBC SECURITIES, INC. | History | Added to | 10,776 | 556 | 0.04% | 0.04% | 241 | +1,804 | 20.11% | Q4 2025 | Jan 29, 2026 |
| CAPE ANN SAVINGS BANK | History | No change | 10,593 | 546 | 0.28% | 0.3% | 242 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Cerity Partners LLC | History | Reduced | 10,404 | 536 | 0.0% | 0.0% | 243 | -564 | -5.14% | Q4 2025 | Feb 11, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 10,400 | 536 | 0.0% | 0.0% | 244 | -383 | -3.55% | Q4 2025 | Feb 18, 2026 |
| Ancora Advisors LLC | History | Reduced | 10,251 | 528 | 0.01% | 0.01% | 245 | -350 | -3.3% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 10,124 | 522 | 0.0% | 0.0% | 246 | +7,850 | 345.21% | Q4 2025 | Feb 11, 2026 |
| Integrated Advisors Network LLC | History | No change | 10,050 | 518 | 0.02% | 0.02% | 247 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Aspen Investment Management Inc | History | No change | 9,630 | 497 | 0.15% | 0.19% | 248 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sunbelt Securities, Inc. | History | No change | 9,603 | 495 | 0.03% | 0.03% | 249 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| PFG Investments, LLC | History | Reduced | 9,582 | 494 | 0.02% | 0.03% | 250 | -69 | -0.71% | Q4 2025 | Jan 26, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 9,542 | 492 | 0.19% | 1.71% | 251 | -105,664 | -91.72% | Q4 2025 | Feb 11, 2026 |
| Western Wealth Management, LLC | History | Added to | 9,434 | 486 | 0.02% | 0.03% | 252 | +203 | 2.2% | Q4 2025 | Feb 05, 2026 |
| PLIMOTH TRUST CO LLC | History | No change | 9,403 | 485 | 0.11% | 0.11% | 253 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Evanson Asset Management, LLC | History | Added to | 9,385 | 484 | 0.03% | 0.03% | 254 | +68 | 0.73% | Q4 2025 | Jan 12, 2026 |
| Vertex Planning Partners, LLC | History | Reduced | 9,322 | 480 | 0.11% | 0.09% | 255 | -138 | -1.46% | Q4 2025 | Feb 17, 2026 |
| Rockport Wealth LLC | History | Reduced | 9,278 | 478 | 0.09% | 0.14% | 256 | -3,686 | -28.43% | Q4 2025 | Feb 06, 2026 |
| IFP Advisors, Inc | History | Reduced | 9,110 | 470 | 0.01% | 0.01% | 257 | -172 | -1.85% | Q4 2025 | Feb 06, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 9,037 | 466 | 0.02% | 0.02% | 258 | -1,105 | -10.9% | Q4 2025 | Feb 17, 2026 |
| Heritage Trust Co | History | Reduced | 8,863 | 457 | 0.05% | 0.05% | 259 | -393 | -4.25% | Q4 2025 | Feb 10, 2026 |
| WealthPoint Financial, LLC | History | New | 8,773 | 452 | 0.39% | — | 260 | +8,773 | New | Q4 2025 | Feb 19, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 8,724 | 450 | 0.01% | 0.01% | 261 | -100 | -1.13% | Q4 2025 | Jan 28, 2026 |
| World Investment Advisors | History | Added to | 8,605 | 444 | 0.01% | 0.01% | 262 | +442 | 5.41% | Q4 2025 | Mar 12, 2026 |
| Boston Common Asset Management, LLC | History | New | 8,500 | 438 | 0.02% | — | 263 | +8,500 | New | Q4 2025 | Jan 15, 2026 |
| Modern Wealth Management, LLC | History | Added to | 8,485 | 437 | 0.01% | 0.01% | 265 | +1 | 0.01% | Q4 2025 | Feb 17, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 8,478 | 437 | 0.05% | 0.05% | 264 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 8,416 | 434 | 0.05% | 0.05% | 266 | -248 | -2.86% | Q4 2025 | Feb 13, 2026 |
| MCF Advisors LLC | History | Added to | 8,392 | 433 | 0.02% | 0.02% | 267 | +1,052 | 14.33% | Q4 2025 | Feb 11, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 8,256 | 426 | 0.03% | 0.03% | 268 | +298 | 3.74% | Q4 2025 | Feb 03, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 8,221 | 424 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | No change | 8,161 | 421 | 0.29% | 0.31% | 270 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 8,154 | 420 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 8,014 | 413 | 0.11% | 0.11% | 272 | -343 | -4.1% | Q4 2025 | Jan 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 7,807 | 402 | 0.0% | 0.0% | 273 | -216 | -2.69% | Q4 2025 | Feb 12, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 7,749 | 399 | 0.03% | 0.04% | 274 | +62 | 0.81% | Q4 2025 | Jan 26, 2026 |
| Leo Wealth, LLC | History | New | 7,613 | 392 | 0.03% | — | 275 | +7,613 | New | Q4 2025 | Jan 21, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 7,563 | 390 | 0.02% | 0.02% | 276 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 7,471 | 385 | 0.01% | 0.01% | 277 | -204 | -2.66% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Reduced | 7,337 | 378 | 0.0% | 0.0% | 278 | -441 | -5.67% | Q4 2025 | Feb 19, 2026 |
| Vontobel Holding Ltd. | History | Added to | 7,285 | 375 | 0.0% | 0.0% | 279 | +1,003 | 15.97% | Q4 2025 | Feb 13, 2026 |
| Key FInancial Inc | History | No change | 7,254 | 374 | 0.07% | 0.07% | 280 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Prospera Financial Services Inc | History | Reduced | 7,218 | 372 | 0.01% | 0.01% | 281 | -559 | -7.19% | Q4 2025 | Feb 09, 2026 |
| Reliant Investment Partners, LLC | History | Reduced | 7,165 | 369 | 0.29% | 0.3% | 283 | -196 | -2.66% | Q4 2025 | Feb 06, 2026 |
| Sigma Planning Corp | History | Added to | 7,156 | 369 | 0.01% | 0.01% | 282 | +20 | 0.28% | Q4 2025 | Jan 30, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 7,083 | 365 | 0.13% | 0.13% | 284 | +8 | 0.11% | Q4 2025 | Jan 20, 2026 |
| WEST BANCORPORATION INC | History | No change | 7,031 | 362 | 0.19% | 0.2% | 285 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | No change | 7,000 | 361 | 0.05% | 0.05% | 286 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Berkeley, Inc | History | Reduced | 6,965 | 359 | 0.11% | 0.12% | 287 | -100 | -1.42% | Q4 2025 | Jan 26, 2026 |
| DGS Capital Management, LLC | History | Added to | 6,843 | 353 | 0.06% | 0.06% | 288 | +111 | 1.65% | Q4 2025 | Feb 24, 2026 |
| RMR Wealth Builders | History | Added to | 6,818 | 351 | 0.03% | 0.03% | 289 | +49 | 0.72% | Q4 2025 | Jan 29, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 6,558 | 338 | 0.03% | 0.03% | 290 | -131 | -1.96% | Q4 2025 | Feb 04, 2026 |
| Wick Capital Partners, LLC | History | No change | 6,468 | 333 | 0.06% | 0.08% | 291 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| Quantinno Capital Management LP | History | New | 6,405 | 330 | 0.0% | — | 292 | +6,405 | New | Q4 2025 | Feb 17, 2026 |
| Worth Financial Advisory Group, LLC | History | Added to | 6,350 | 327 | 0.16% | 0.18% | 293 | +340 | 5.66% | Q4 2025 | Jan 16, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 6,293 | 324 | 0.0% | 0.0% | 294 | -300 | -4.55% | Q4 2025 | Feb 12, 2026 |
| Essex Financial Services, Inc. | History | Added to | 6,142 | 316 | 0.02% | 0.02% | 295 | +13 | 0.21% | Q4 2025 | Feb 10, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Added to | 6,078 | 313 | 0.09% | 0.1% | 296 | +88 | 1.47% | Q4 2025 | Jan 21, 2026 |
| Diversified Enterprises, LLC | History | Added to | 6,067 | 313 | 0.02% | 0.02% | 297 | +4 | 0.07% | Q4 2025 | Jan 28, 2026 |
| NewCorp Financial Services, Inc. | History | New | 5,911 | 304 | 0.27% | — | 298 | +5,911 | New | Q4 2025 | Feb 10, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 5,867 | 302 | 0.03% | 0.03% | 299 | -66 | -1.11% | Q4 2025 | Feb 09, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 5,847 | 301 | 0.0% | — | 301 | +5,847 | New | Q4 2025 | Jan 29, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 5,847 | 301 | 0.02% | 0.02% | 300 | +32 | 0.55% | Q4 2025 | Jan 07, 2026 |
| Seek First Inc. | History | Added to | 5,807 | 299 | 0.21% | 0.22% | 302 | +42 | 0.73% | Q4 2025 | Jan 30, 2026 |
| Edge Financial Advisors LLC | History | Added to | 5,720 | 295 | 0.12% | 0.13% | 303 | +39 | 0.69% | Q4 2025 | Jan 28, 2026 |
| Alpha Omega Wealth Management LLC | History | Added to | 5,688 | 293 | 0.05% | 0.05% | 304 | +119 | 2.14% | Q4 2025 | Jan 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 5,627 | 290 | 0.0% | 0.0% | 305 | -34,255 | -85.89% | Q4 2025 | Feb 17, 2026 |
| Sun Financial Inc | History | New | 5,622 | 290 | 0.16% | — | 306 | +5,622 | New | Q4 2025 | Feb 02, 2026 |
| NorthRock Partners, LLC | History | Reduced | 5,590 | 288 | 0.0% | 0.01% | 307 | -196 | -3.39% | Q4 2025 | Feb 17, 2026 |
| Coquina Private Wealth LLC | History | New | 5,558 | 286 | 0.23% | — | 308 | +5,558 | New | Q4 2025 | Jan 29, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 5,542 | 285 | 0.01% | 0.01% | 309 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 5,480 | 282 | 0.04% | 0.04% | 310 | +28 | 0.51% | Q4 2025 | Jan 21, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 5,430 | 280 | 0.01% | 0.01% | 312 | -99 | -1.79% | Q4 2025 | Jan 12, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 5,443 | 280 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cottage Street Advisors LLC | History | No change | 5,326 | 274 | 0.12% | 0.12% | 313 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CALTON & ASSOCIATES, INC. | History | New | 5,226 | 269 | 0.04% | — | 314 | +5,226 | New | Q4 2025 | Feb 10, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 5,229 | 269 | 0.0% | 0.0% | 315 | -410 | -7.27% | Q4 2025 | Feb 10, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 5,179 | 267 | 0.0% | 0.0% | 316 | -150 | -2.81% | Q4 2025 | Feb 10, 2026 |
| Portland Financial Advisors Inc | History | No change | 5,139 | 265 | 0.56% | 0.57% | 317 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 5,085 | 262 | 0.02% | 0.02% | 318 | +713 | 16.31% | Q4 2025 | Jan 13, 2026 |
| Investors Research Corp | History | Reduced | 5,027 | 259 | 0.05% | 0.05% | 319 | -85 | -1.66% | Q4 2025 | Jan 06, 2026 |
| Marble Wealth, LLC | History | New | 4,961 | 255 | 0.04% | — | 321 | +4,961 | New | Q4 2025 | Feb 10, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 4,960 | 255 | 0.06% | 0.07% | 320 | -685 | -12.13% | Q4 2025 | Feb 17, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 4,931 | 254 | 0.01% | 0.01% | 322 | -1,150 | -18.91% | Q4 2025 | Feb 09, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 4,908 | 253 | 0.0% | 0.0% | 323 | +525 | 11.98% | Q4 2025 | Feb 17, 2026 |
| Weinberger Asset Management, Inc | History | Reduced | 4,905 | 253 | 0.09% | 0.09% | 324 | -17 | -0.35% | Q4 2025 | Feb 09, 2026 |
| WealthPlan Investment Management, LLC | History | New | 4,819 | 248 | 0.02% | — | 326 | +4,819 | New | Q4 2025 | Feb 05, 2026 |
| Patten Group, Inc. | History | Reduced | 4,820 | 248 | 0.05% | 0.06% | 325 | -1,153 | -19.3% | Q4 2025 | Jan 23, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 4,824 | 248 | 0.03% | 0.03% | 327 | +27 | 0.56% | Q4 2025 | Jan 29, 2026 |
| Panoramic Capital Partners, LLC | History | No change | 4,800 | 247 | 0.15% | 0.16% | 328 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Moors & Cabot, Inc. | History | No change | 4,783 | 246 | 0.01% | 0.01% | 329 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Pitcairn Wealth Advisors LLC | History | New | 4,700 | 242 | 0.02% | — | 331 | +4,700 | New | Q4 2025 | Feb 13, 2026 |
| APPLETON PARTNERS INC/MA | History | No change | 4,689 | 242 | 0.02% | 0.02% | 330 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| MTM Investment Management, LLC | History | No change | 4,676 | 241 | 0.08% | 0.08% | 332 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Berger Financial Group, Inc | History | Added to | 4,625 | 238 | 0.01% | 0.01% | 333 | +1 | 0.02% | Q4 2025 | Jan 27, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 4,594 | 237 | 0.0% | 0.0% | 334 | -168 | -3.53% | Q4 2025 | Feb 13, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 4,584 | 236 | 0.02% | 0.02% | 335 | -205 | -4.28% | Q4 2025 | Jan 23, 2026 |
| Avant Capital LLC | History | Added to | 4,577 | 236 | 0.16% | 0.17% | 336 | +14 | 0.31% | Q4 2025 | Feb 13, 2026 |
| CRUX WEALTH ADVISORS | History | Added to | 4,556 | 235 | 0.09% | 0.09% | 337 | +33 | 0.73% | Q4 2025 | Jan 21, 2026 |
| Pathstone Holdings, LLC | History | New | 4,501 | 232 | 0.0% | — | 339 | +4,501 | New | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 4,514 | 232 | 0.0% | 0.0% | 338 | -1,681 | -27.13% | Q4 2025 | Feb 06, 2026 |
| Smith Partners Wealth Management, LLC | History | New | 4,473 | 230 | 0.21% | — | 340 | +4,473 | New | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 4,451 | 229 | 0.0% | 0.0% | 341 | -356 | -7.41% | Q4 2025 | Feb 03, 2026 |
| Alhambra Investment Management LLC | History | Reduced | 4,419 | 228 | 0.11% | 0.11% | 342 | -30 | -0.67% | Q4 2025 | Jan 15, 2026 |
| RFG Advisory, LLC | History | Added to | 4,404 | 227 | 0.0% | 0.0% | 343 | +56 | 1.29% | Q4 2025 | Feb 03, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 4,389 | 226 | 0.0% | 0.0% | 344 | +32 | 0.73% | Q4 2025 | Jan 21, 2026 |
| Winter & Associates, Inc. | History | New | 4,303 | 222 | 0.21% | — | 345 | +4,303 | New | Q4 2025 | Feb 13, 2026 |
| NewEdge Wealth, LLC | History | New | 4,284 | 221 | 0.0% | — | 346 | +4,284 | New | Q4 2025 | Feb 03, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | No change | 4,257 | 219 | 0.01% | 0.01% | 347 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Essex Bank | History | No change | 4,200 | 216 | 0.05% | 0.05% | 348 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Rooted Wealth Advisors, Inc. | History | Reduced | 3,898 | 214 | 0.06% | 0.06% | 349 | -38 | -0.97% | Q4 2025 | Feb 09, 2026 |
| Midwest Capital Advisors, LLC | History | Reduced | 4,155 | 214 | 0.1% | 0.11% | 350 | -31 | -0.74% | Q4 2025 | Jan 29, 2026 |
| AlphaCore Capital LLC | History | New | 4,000 | 206 | 0.0% | — | 351 | +4,000 | New | Q4 2025 | Feb 05, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 3,978 | 205 | 0.09% | 0.09% | 352 | +29 | 0.73% | Q4 2025 | Jan 26, 2026 |
| MWA Asset Management | History | Reduced | 3,955 | 204 | 0.11% | 0.12% | 353 | -80 | -1.98% | Q4 2025 | Jan 29, 2026 |
| Mallini Complete Financial Planning LLC | History | No change | 3,915 | 202 | 0.16% | 0.17% | 354 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Daviman Financial, LLC | History | New | 3,909 | 201 | 0.12% | — | 357 | +3,909 | New | Q4 2025 | Feb 06, 2026 |
| WILLNER & HELLER, LLC | History | Added to | 3,904 | 201 | 0.14% | 0.16% | 356 | +28 | 0.72% | Q4 2025 | Jan 12, 2026 |
| BANTAMAC CAPITAL, LLC | History | No change | 3,900 | 201 | 0.1% | 0.1% | 355 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | New | 3,881 | 200 | 0.01% | — | 358 | +3,881 | New | Q4 2025 | Feb 10, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 3,878 | 200 | 0.0% | — | 359 | +3,878 | New | Q4 2025 | Feb 18, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 3,679 | 189 | 0.01% | 0.01% | 360 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BankPlus Trust Department | History | No change | 3,534 | 182 | 0.05% | 0.05% | 361 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CoreCap Advisors, LLC | History | Added to | 3,516 | 181 | 0.01% | 0.01% | 362 | +45 | 1.3% | Q4 2025 | Jan 13, 2026 |
| US BANCORP \DE\ | History | Added to | 3,419 | 176 | 0.0% | 0.0% | 363 | +30 | 0.89% | Q4 2025 | Jan 30, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 3,126 | 161 | 0.13% | 0.21% | 364 | -754 | -19.43% | Q4 2025 | Feb 10, 2026 |
| Spire Wealth Management | History | Added to | 2,836 | 146 | 0.0% | 0.0% | 365 | +972 | 52.15% | Q4 2025 | Jan 14, 2026 |
| Viewpoint Capital Management LLC | History | No change | 2,550 | 131 | 0.06% | 0.06% | 366 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Colonial Trust Co / SC | History | No change | 2,067 | 107 | 0.01% | 0.01% | 367 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kennebec Savings Bank | History | No change | 1,949 | 100 | 0.09% | 0.09% | 368 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 1,826 | 94 | 0.0% | 0.0% | 369 | -631 | -25.68% | Q4 2025 | Feb 02, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,810 | 93 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1,793 | 92 | 0.0% | 0.0% | 371 | -5 | -0.28% | Q4 2025 | Feb 03, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 1,620 | 83 | 0.01% | 0.01% | 372 | -145 | -8.22% | Q4 2025 | Feb 13, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 1,500 | 77 | 0.01% | 0.01% | 373 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BOKF, NA | History | No change | 1,492 | 76 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Clearstead Advisors, LLC | History | Added to | 1,417 | 73 | 0.0% | 0.0% | 375 | +2 | 0.14% | Q4 2025 | Feb 09, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 1,418 | 73 | 0.01% | 0.01% | 376 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 1,373 | 70 | 0.02% | 0.02% | 377 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 1,259 | 64 | 0.0% | — | 378 | +1,259 | New | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 1,200 | 61 | 0.0% | 0.0% | 379 | +900 | 300.0% | Q4 2025 | Feb 17, 2026 |
| Root Financial Partners, LLC | History | No change | 1,198 | 61 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Arax Advisory Partners | History | New | 1,117 | 57 | 0.0% | — | 381 | +1,117 | New | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 1,085 | 55 | 0.0% | 0.0% | 382 | -30 | -2.69% | Q4 2025 | Feb 11, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 1,053 | 54 | 0.0% | 0.0% | 383 | +196 | 22.87% | Q4 2025 | Feb 06, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 1,050 | 54 | 0.02% | 0.02% | 384 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Missouri Trust & Investment Co | History | No change | 1,025 | 52 | 0.02% | 0.02% | 385 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Fairway Wealth LLC | History | No change | 1,007 | 51 | 0.01% | 0.01% | 386 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 930 | 47 | 0.01% | 0.01% | 387 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| McMillan Office, Inc. | History | New | 900 | 46 | 0.01% | — | 388 | +900 | New | Q4 2025 | Feb 12, 2026 |
| BESSEMER GROUP INC | History | No change | 790 | 41 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 764 | 39 | 0.01% | 0.01% | 390 | +5 | 0.66% | Q4 2025 | Jan 20, 2026 |
| Perkins Coie Trust Co | History | No change | 740 | 38 | 0.01% | 0.01% | 391 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Hoese & Co LLP | History | New | 709 | 36 | 0.03% | — | 392 | +709 | New | Q4 2025 | Jan 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 667 | 34 | 0.0% | 0.0% | 393 | +233 | 53.69% | Q4 2025 | Feb 17, 2026 |
| Caldwell Trust Co | History | No change | 650 | 33 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Basepoint Wealth LLC | History | New | 612 | 31 | 0.02% | — | 395 | +612 | New | Q4 2025 | Feb 10, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 600 | 31 | 0.03% | — | 396 | +600 | New | Q4 2025 | Feb 12, 2026 |
| LRI Investments, LLC | History | New | 600 | 30 | 0.0% | — | 397 | +600 | New | Q4 2025 | Feb 04, 2026 |
| Center for Financial Planning, Inc. | History | No change | 552 | 28 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 526 | 27 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 519 | 26 | 0.0% | — | 400 | +519 | New | Q4 2025 | Feb 03, 2026 |
| BAYBAN | History | New | 486 | 25 | 0.02% | — | 402 | +486 | New | Q4 2025 | Mar 05, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 496 | 25 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 474 | 24 | 0.0% | 0.0% | 403 | -39 | -7.6% | Q4 2025 | Feb 06, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 450 | 23 | 0.01% | 0.01% | 404 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SFAM, LLC | History | New | 442 | 22 | 0.02% | — | 405 | +442 | New | Q4 2025 | Feb 12, 2026 |
| Noble Wealth Management PBC | History | No change | 432 | 22 | 0.01% | 0.01% | 406 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Millstone Evans Group, LLC | History | Reduced | 426 | 21 | 0.01% | 0.01% | 407 | -1 | -0.23% | Q4 2025 | Feb 02, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 393 | 20 | 0.0% | 0.0% | 408 | -32 | -7.53% | Q4 2025 | Jan 22, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 381 | 19 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Frankly Finances, LLC | History | New | 362 | 18 | 0.02% | — | 411 | +362 | New | Q4 2025 | Jan 26, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 359 | 18 | 0.0% | 0.0% | 410 | +1 | 0.28% | Q4 2025 | Jan 20, 2026 |
| BlackRock, Inc. | History | No change | 336 | 17 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 312 | 16 | 0.0% | — | 413 | +312 | New | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 315 | 16 | 0.0% | 0.0% | 415 | +10 | 3.28% | Q4 2025 | Feb 13, 2026 |
| Roxbury Financial LLC | History | Added to | 318 | 16 | 0.01% | 0.01% | 416 | +1 | 0.32% | Q4 2025 | Jan 05, 2026 |
| United Community Bank | History | No change | 311 | 16 | 0.01% | 0.0% | 414 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Ankerstar Wealth, LLC | History | New | 261 | 13 | 0.01% | — | 417 | +261 | New | Q4 2025 | Feb 12, 2026 |
| Triumph Capital Management | History | New | 243 | 12 | 0.0% | — | 419 | +243 | New | Q4 2025 | Feb 12, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 228 | 12 | 0.0% | 0.0% | 418 | +2 | 0.88% | Q4 2025 | Feb 10, 2026 |
| Quaker Wealth Management, LLC | History | No change | 237 | 12 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 238 | 12 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Register Financial Advisors LLC | History | No change | 241 | 12 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Financial Freedom, LLC | History | No change | 235 | 12 | 0.01% | 0.01% | 423 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 206 | 10 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| CENTRAL TRUST Co | History | No change | 176 | 9 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| ASSETMARK, INC | History | Reduced | 118 | 6 | 0.0% | 0.0% | 427 | -86 | -42.16% | Q4 2025 | Jan 23, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 135 | 6 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Inlight Wealth Management, LLC | History | No change | 135 | 6 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 99 | 5 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| RHL GROUP, LLC | History | New | 89 | 4 | 0.0% | — | 432 | +89 | New | Q4 2025 | Feb 09, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 87 | 4 | 0.0% | — | 430 | +87 | New | Q4 2025 | Jan 30, 2026 |
| Covestor Ltd | History | No change | 69 | 4 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 71 | 3 | 0.0% | 0.03% | 433 | -2,549 | -97.29% | Q4 2025 | Feb 02, 2026 |
| Private Wealth Management Group, LLC | History | New | 75 | 3 | 0.0% | — | 434 | +75 | New | Q4 2025 | Jan 23, 2026 |
| REAP Financial Group, LLC | History | No change | 64 | 3 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | New | 49 | 2 | 0.0% | — | 436 | +49 | New | Q4 2025 | Feb 13, 2026 |
| Abound Wealth Management | History | Reduced | 52 | 2 | 0.0% | 0.0% | 437 | -29 | -35.8% | Q4 2025 | Jan 12, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 40 | 2 | 0.0% | 0.0% | 438 | +1 | 2.56% | Q4 2025 | Feb 05, 2026 |
| Key Capital Management, INC | History | New | 36 | 1 | 0.0% | — | 444 | +36 | New | Q4 2025 | Jan 26, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 34 | 1 | 0.0% | — | 445 | +34 | New | Q4 2025 | Feb 19, 2026 |
| UMB Bank, n.a. | History | New | 27 | 1 | 0.0% | — | 439 | +27 | New | Q4 2025 | Feb 13, 2026 |
| Front Row Advisors LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kozak & Associates, Inc. | History | No change | 25 | 1 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Spurstone Advisory Services, LLC | History | No change | 26 | 1 | 0.02% | 0.01% | 443 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Rodgers & Associates, LTD | History | Closed out | 0 | 0 | — | 0.2% | — | -37,315 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -31,020 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Great Diamond Partners, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -20,804 | -100.0% | Q3 2025 | Oct 20, 2025 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,871 | -100.0% | Q3 2025 | Nov 04, 2025 |
| GUIDANCE CAPITAL, INC | History | Closed out | 0 | 0 | — | 0.19% | — | -13,821 | -100.0% | Q3 2025 | Nov 07, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,845 | -100.0% | Q3 2025 | Oct 14, 2025 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -4,654 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Badgley Phelps Wealth Managers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,464 | -100.0% | Q3 2025 | Nov 04, 2025 |
| RVW Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,428 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Weaver Consulting Group | History | Closed out | 0 | 0 | — | 0.06% | — | -4,339 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Farmers & Merchants Trust Co of Long Beach | History | Closed out | 0 | 0 | — | 0.05% | — | -4,184 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Northern Financial Advisors Inc | History | Closed out | 0 | 0 | — | 0.11% | — | -4,118 | -100.0% | Q3 2025 | Nov 10, 2025 |
| KICKSTAND VENTURES, LLC. | History | Closed out | 0 | 0 | — | 0.05% | — | -4,012 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Perigon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,951 | -100.0% | Q3 2025 | Oct 17, 2025 |
| RAM Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,951 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Joseph P. Lucia & Associates, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -3,871 | -100.0% | Q3 2025 | Oct 20, 2025 |
| WEDBUSH SECURITIES INC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,838 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,530 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -975 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Alpine Bank Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -530 | -100.0% | Q3 2025 | Oct 22, 2025 |
| BOK Financial Private Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -260 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Costello Asset Management, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -218 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 17 | 0 | — | 0.01% | — | -110 | -86.61% | Q4 2025 | Jan 29, 2026 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -95 | -100.0% | Q3 2025 | Nov 03, 2025 |
| ST GERMAIN D J CO INC | History | Reduced | 1 | 0 | — | 0.0% | — | -76 | -98.7% | Q4 2025 | Jan 29, 2026 |
| GAMMA Investing LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2025 | Oct 02, 2025 |
| Sound Income Strategies, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Jan 21, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 3 | 0 | — | — | — | -5 | -62.5% | Q4 2025 | Feb 10, 2026 |
| Global Wealth Strategies & Associates | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Oct 02, 2025 |
| Provident Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Raleigh Capital Management Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Kilter Group LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |