FIRST TRUST EXCHANGE-TRADED FUND - FDL
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 12,408,286 | 550,183 | 0.15% | 0.15% | 1 | +202,537 | 1.66% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 8,670,709 | 384,459 | 0.02% | 0.02% | 2 | +778,170 | 9.86% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 5,968,577 | 264,732 | 0.06% | 0.04% | 3 | +1,970,363 | 49.28% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 5,197,530 | 230,458 | 0.07% | 0.06% | 4 | +686,116 | 15.21% | Q4 2025 | Feb 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,229,897 | 143,213 | 0.03% | 0.03% | 5 | +73,182 | 2.32% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,590,778 | 114,875 | 0.01% | 0.01% | 6 | +151,542 | 6.21% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,549,579 | 113,048 | 0.02% | — | 7 | +2,549,579 | New | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 2,480,069 | 109,966 | 0.12% | 0.12% | 8 | +165,110 | 7.13% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 2,365,004 | 104,864 | 0.02% | 0.02% | 9 | +45,318 | 1.95% | Q4 2025 | Jan 29, 2026 |
| Csenge Advisory Group | History | Added to | 1,887,601 | 83,696 | 3.79% | 3.69% | 10 | +105,302 | 5.91% | Q4 2025 | Feb 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,835,786 | 81,398 | 0.05% | 0.05% | 11 | +29,465 | 1.63% | Q4 2025 | Feb 10, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 1,748,201 | 77,515 | 0.07% | 0.07% | 12 | -74,692 | -4.1% | Q4 2025 | Feb 13, 2026 |
| Rockport Wealth LLC | History | Reduced | 1,611,576 | 71,457 | 13.9% | 14.34% | 13 | -11,874 | -0.73% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,497,138 | 66,387 | 0.1% | 0.1% | 14 | -53,344 | -3.44% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,326,809 | 58,830 | 0.02% | 0.02% | 15 | -7,039 | -0.53% | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,206,910 | 53,514 | 0.14% | 0.13% | 16 | +141,663 | 13.3% | Q4 2025 | Feb 05, 2026 |
| Private Advisor Group, LLC | History | Reduced | 1,185,475 | 52,563 | 0.25% | 0.27% | 17 | -70,155 | -5.59% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,090,483 | 48,352 | 0.03% | 0.03% | 18 | +197,767 | 22.15% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 885,065 | 39,243 | 0.05% | 0.05% | 19 | -46,837 | -5.03% | Q4 2025 | Feb 12, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 740,797 | 32,846 | 3.29% | 3.33% | 20 | -10,576 | -1.41% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 739,686 | 32,797 | 0.04% | 0.04% | 21 | +59,314 | 8.72% | Q4 2025 | Feb 02, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 654,868 | 29,037 | 0.07% | 0.07% | 22 | +13,752 | 2.15% | Q4 2025 | Feb 11, 2026 |
| STEPHENS INC /AR/ | History | Added to | 548,765 | 24,332 | 0.3% | 0.29% | 23 | +27,399 | 5.26% | Q4 2025 | Feb 05, 2026 |
| Southland Equity Partners LLC | History | Reduced | 506,711 | 22,467 | 4.43% | 4.47% | 24 | -2,133 | -0.42% | Q4 2025 | Jan 14, 2026 |
| BEACON FINANCIAL GROUP | History | New | 491,244 | 21,781 | 2.17% | — | 25 | +491,244 | New | Q4 2025 | Apr 01, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 476,676 | 21,135 | 0.09% | 0.08% | 26 | +49,538 | 11.6% | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 434,550 | 19,267 | 0.03% | 0.03% | 27 | -2,264 | -0.52% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 433,100 | 19,203 | 0.02% | 0.02% | 28 | -18,413 | -4.08% | Q4 2025 | Feb 06, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 398,762 | 17,681 | 0.11% | 0.14% | 29 | -90,540 | -18.5% | Q4 2025 | Jan 29, 2026 |
| &PARTNERS | History | Added to | 366,421 | 16,258 | 0.09% | 0.07% | 30 | +105,416 | 40.39% | Q4 2025 | Feb 17, 2026 |
| MANCHESTER FINANCIAL INC | History | Added to | 352,833 | 15,644 | 2.93% | 2.62% | 31 | +50,679 | 16.77% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 344,051 | 15,255 | 0.31% | 0.35% | 32 | -12,846 | -3.6% | Q4 2025 | Feb 09, 2026 |
| Prospera Financial Services Inc | History | Added to | 322,515 | 14,311 | 0.23% | 0.18% | 33 | +73,704 | 29.62% | Q4 2025 | Feb 09, 2026 |
| Hobart Private Capital, LLC | History | Added to | 306,699 | 13,599 | 2.65% | 2.52% | 34 | +28,913 | 10.41% | Q4 2025 | Jan 27, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 305,022 | 13,524 | 0.0% | 0.0% | 35 | +47,578 | 18.48% | Q4 2025 | Feb 11, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 303,454 | 13,455 | 1.5% | 1.46% | 36 | +18,550 | 6.51% | Q4 2025 | Feb 13, 2026 |
| HC Advisors, LLC | History | Added to | 301,109 | 13,351 | 9.24% | 9.1% | 37 | +2,803 | 0.94% | Q4 2025 | Feb 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 300,505 | 13,324 | 0.01% | 0.0% | 38 | +200,505 | 200.51% | Q4 2025 | Feb 10, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 280,408 | 12,433 | 0.02% | 0.02% | 39 | +83,330 | 42.28% | Q4 2025 | Mar 16, 2026 |
| Del-Sette Capital Management, LLC | History | Added to | 268,285 | 11,895 | 7.34% | 4.9% | 40 | +86,819 | 47.84% | Q4 2025 | Feb 02, 2026 |
| Mariner, LLC | History | Added to | 264,341 | 11,720 | 0.01% | 0.01% | 41 | +18,869 | 7.69% | Q4 2025 | Feb 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 263,825 | 11,697 | 0.16% | 0.04% | 42 | +212,736 | 416.4% | Q4 2025 | Feb 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 256,969 | 11,394 | 0.0% | 0.0% | 43 | -312,909 | -54.91% | Q4 2025 | Mar 25, 2026 |
| Next Level Private LLC | History | Added to | 251,993 | 11,173 | 2.93% | 3.17% | 44 | +877 | 0.35% | Q4 2025 | Jan 07, 2026 |
| McAdam, LLC | History | Added to | 249,172 | 11,048 | 0.51% | 0.51% | 45 | +13,056 | 5.53% | Q4 2025 | Feb 13, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 237,314 | 10,522 | 1.54% | — | 46 | +237,314 | New | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 232,114 | 10,291 | 0.07% | 0.07% | 47 | +16,903 | 7.85% | Q4 2025 | Feb 17, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Added to | 230,441 | 10,217 | 1.46% | 1.56% | 48 | +997 | 0.43% | Q4 2025 | Jan 27, 2026 |
| RFG Advisory, LLC | History | Added to | 227,669 | 10,094 | 0.19% | 0.19% | 49 | +13,765 | 6.44% | Q4 2025 | Feb 03, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 216,175 | 9,585 | 0.5% | 0.48% | 50 | +12,834 | 6.31% | Q4 2025 | Mar 04, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 199,387 | 8,842 | 0.01% | 0.01% | 51 | -174 | -0.09% | Q4 2025 | Feb 13, 2026 |
| Mach-1 Financial Group, LLC | History | New | 188,641 | 8,364 | 1.72% | — | 52 | +188,641 | New | Q4 2025 | Feb 06, 2026 |
| Randall & Associates Wealth Management | History | Added to | 183,333 | 8,128 | 5.63% | 5.6% | 53 | +5,716 | 3.22% | Q4 2025 | Jan 14, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Reduced | 179,491 | 7,958 | 2.71% | 2.61% | 54 | -2,182 | -1.2% | Q4 2025 | Jan 28, 2026 |
| Allworth Financial LP | History | New | 175,865 | 7,797 | 0.03% | — | 55 | +175,865 | New | Q4 2025 | Feb 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 174,985 | 7,758 | 0.04% | 0.04% | 56 | -2,331 | -1.31% | Q4 2025 | Feb 12, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 174,524 | 7,738 | 3.25% | 3.24% | 57 | -185 | -0.11% | Q4 2025 | Feb 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 168,449 | 7,566 | 0.01% | 0.01% | 58 | +5,549 | 3.41% | Q4 2025 | Jan 08, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 164,560 | 7,296 | 0.41% | 0.42% | 59 | -1,681 | -1.01% | Q4 2025 | Jan 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 160,270 | 7,056 | 0.17% | 0.13% | 60 | +7,166 | 4.68% | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | Reduced | 159,132 | 7,055 | 0.01% | 0.01% | 61 | -71,967 | -31.14% | Q4 2025 | Feb 17, 2026 |
| Leelyn Smith, LLC | History | Added to | 157,259 | 6,972 | 1.01% | 1.02% | 62 | +832 | 0.53% | Q4 2025 | Jan 28, 2026 |
| Triumph Capital Management | History | Added to | 156,056 | 6,919 | 1.49% | 1.75% | 63 | +5,565 | 3.7% | Q4 2025 | Feb 12, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 155,698 | 6,903 | 0.54% | 0.54% | 64 | -1,653 | -1.05% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | Reduced | 153,472 | 6,804 | 0.2% | 1.83% | 65 | -2,980,185 | -95.1% | Q4 2025 | Feb 13, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 140,745 | 6,240 | 0.46% | 0.28% | 66 | +54,409 | 63.02% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 140,010 | 6,208 | 0.07% | 0.06% | 67 | +48,957 | 53.77% | Q4 2025 | Jan 23, 2026 |
| Investors Research Corp | History | Added to | 136,998 | 6,074 | 1.11% | 1.03% | 68 | +8,188 | 6.36% | Q4 2025 | Jan 06, 2026 |
| Compass Financial Services Inc | History | Added to | 136,155 | 6,037 | 2.6% | 2.44% | 69 | +9,256 | 7.29% | Q4 2025 | Feb 27, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 133,824 | 5,933 | 0.27% | 0.28% | 70 | +1,205 | 0.91% | Q4 2025 | Feb 17, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 130,666 | 5,793 | 1.09% | 1.15% | 71 | -1,069 | -0.81% | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 130,023 | 5,765 | 0.39% | 0.43% | 72 | +5,052 | 4.04% | Q4 2025 | Feb 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 129,358 | 5,735 | 0.01% | 0.02% | 73 | -1,222 | -0.94% | Q4 2025 | Feb 13, 2026 |
| VestGen Advisors, LLC | History | Reduced | 125,241 | 5,553 | 0.24% | 0.27% | 74 | -58,905 | -31.99% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 122,729 | 5,441 | 0.02% | 0.03% | 75 | -26,983 | -18.02% | Q4 2025 | Feb 18, 2026 |
| HFG Advisors, Inc. | History | Reduced | 120,126 | 5,326 | 3.86% | 3.93% | 76 | -2,559 | -2.09% | Q4 2025 | Feb 13, 2026 |
| Independent Advisor Alliance | History | Added to | 118,644 | 5,260 | 0.13% | 0.13% | 77 | +1,279 | 1.09% | Q4 2025 | Feb 04, 2026 |
| FSM Wealth Advisors, LLC | History | Reduced | 117,507 | 5,210 | 0.71% | 0.75% | 78 | -4,772 | -3.9% | Q4 2025 | Jan 23, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 117,133 | 5,193 | 1.61% | 2.01% | 79 | +6,778 | 6.14% | Q4 2025 | Jan 08, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 114,974 | 5,097 | 0.06% | 0.08% | 80 | +4,619 | 4.19% | Q4 2025 | Jan 29, 2026 |
| Sigma Planning Corp | History | Added to | 109,653 | 4,862 | 0.13% | 0.12% | 81 | +11,480 | 11.69% | Q4 2025 | Jan 30, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 102,251 | 4,533 | 0.06% | 0.06% | 82 | +3,128 | 3.16% | Q4 2025 | Jan 29, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 98,034 | 4,346 | 1.01% | 1.07% | 83 | -1,543 | -1.55% | Q4 2025 | Jan 27, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 95,678 | 4,242 | 0.1% | 0.11% | 84 | -1,171 | -1.21% | Q4 2025 | Feb 17, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 94,622 | 4,196 | 0.12% | 0.1% | 85 | +21,902 | 30.12% | Q4 2025 | Feb 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 93,846 | 4,161 | 0.05% | 0.05% | 86 | -3,191 | -3.29% | Q4 2025 | Jan 20, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Reduced | 93,247 | 4,134 | 4.05% | 4.02% | 87 | -4,004 | -4.12% | Q4 2025 | Jan 07, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 91,616 | 4,062 | 0.04% | 0.04% | 88 | +4,396 | 5.04% | Q4 2025 | Feb 02, 2026 |
| Summit Financial, LLC | History | Added to | 90,358 | 4,006 | 0.06% | 0.06% | 89 | +6,186 | 7.35% | Q4 2025 | Feb 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 89,626 | 3,974 | 0.08% | 0.08% | 90 | +10,443 | 13.19% | Q4 2025 | Feb 13, 2026 |
| Maia Wealth LLC | History | Added to | 76,929 | 3,894 | 0.66% | 0.39% | 91 | +22,924 | 42.45% | Q4 2025 | Feb 17, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 87,146 | 3,864 | 0.43% | 0.5% | 92 | +2,061 | 2.42% | Q4 2025 | Feb 11, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 86,574 | 3,838 | 1.09% | 1.17% | 93 | -5,916 | -6.4% | Q4 2025 | Feb 05, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 82,341 | 3,651 | 0.09% | 0.09% | 94 | +2,258 | 2.82% | Q4 2025 | Feb 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 82,338 | 3,650 | 0.01% | 0.01% | 95 | -9,205 | -10.06% | Q4 2025 | Feb 06, 2026 |
| PMG Wealth Management, Inc. | History | Added to | 80,035 | 3,548 | 2.6% | 2.46% | 96 | +5,706 | 7.68% | Q4 2025 | Jan 23, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 78,105 | 3,463 | 0.05% | 0.04% | 97 | -4,488 | -5.43% | Q4 2025 | Feb 02, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 78,113 | 3,463 | 1.37% | 1.45% | 98 | +305 | 0.39% | Q4 2025 | Feb 05, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 74,387 | 3,357 | 0.3% | 0.3% | 99 | -738 | -0.98% | Q4 2025 | Jan 28, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 74,742 | 3,314 | 0.8% | 0.86% | 100 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 74,717 | 3,312 | 0.74% | 0.77% | 101 | -603 | -0.8% | Q4 2025 | Jan 12, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 74,237 | 3,291 | 0.02% | 0.02% | 102 | -426 | -0.57% | Q4 2025 | Jan 12, 2026 |
| World Investment Advisors | History | Added to | 73,746 | 3,269 | 0.05% | 0.06% | 103 | +4,759 | 6.9% | Q4 2025 | Mar 12, 2026 |
| OneAscent Financial Services LLC | History | New | 23,393 | 3,255 | 0.3% | — | 104 | +23,393 | New | Q4 2025 | Feb 11, 2026 |
| SNS Financial Group, LLC | History | Reduced | 72,849 | 3,230 | 0.28% | 0.28% | 105 | -2,312 | -3.08% | Q4 2025 | Feb 02, 2026 |
| ROI Financial Advisors, LLC | History | Added to | 72,717 | 3,224 | 1.85% | 1.88% | 106 | +91 | 0.13% | Q4 2025 | Feb 13, 2026 |
| Turning Point Benefit Group, Inc. | History | Added to | 71,329 | 3,162 | 1.65% | 1.45% | 107 | +16,434 | 29.94% | Q4 2025 | Jan 30, 2026 |
| Milestones Private Investment Advisors LLC | History | Added to | 69,729 | 3,091 | 2.13% | 1.07% | 108 | +33,581 | 92.9% | Q4 2025 | Jan 26, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 69,063 | 3,062 | 0.04% | 0.04% | 109 | +6,514 | 10.41% | Q4 2025 | Feb 09, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 68,529 | 3,038 | 0.05% | 0.05% | 110 | +1,692 | 2.53% | Q4 2025 | Feb 12, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 68,041 | 3,016 | 0.15% | 0.14% | 111 | +1,497 | 2.25% | Q4 2025 | Jan 20, 2026 |
| Hidden Cove Wealth Management, LLC | History | Added to | 67,894 | 3,010 | 1.95% | 1.58% | 112 | +12,718 | 23.05% | Q4 2025 | Feb 02, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 66,371 | 2,942 | 0.0% | 0.0% | 113 | +49,499 | 293.38% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 65,140 | 2,888 | 0.01% | 0.01% | 114 | -1,848 | -2.76% | Q4 2025 | Jan 29, 2026 |
| Forge Financial Services LLC | History | Reduced | 63,876 | 2,832 | 1.21% | 1.32% | 115 | -867 | -1.34% | Q4 2025 | Feb 12, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Reduced | 63,316 | 2,807 | 1.14% | 1.18% | 116 | -398 | -0.62% | Q4 2025 | Jan 22, 2026 |
| Balefire, LLC | History | Added to | 61,440 | 2,724 | 0.53% | 0.36% | 117 | +19,563 | 46.72% | Q4 2025 | Jan 12, 2026 |
| ORG Partners LLC | History | Reduced | 59,188 | 2,624 | 0.46% | 0.49% | 118 | -3,247 | -5.2% | Q4 2025 | Jan 14, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 57,162 | 2,534 | 0.19% | 0.03% | 119 | +49,598 | 655.71% | Q4 2025 | Jan 28, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 56,190 | 2,491 | 0.09% | 0.09% | 120 | +3,676 | 7.0% | Q4 2025 | Feb 02, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 55,818 | 2,474 | 0.87% | 0.95% | 121 | +1,529 | 2.82% | Q4 2025 | Feb 09, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Added to | 54,605 | 2,421 | 0.73% | 0.73% | 122 | +364 | 0.67% | Q4 2025 | Jan 29, 2026 |
| Sargent Investment Group, LLC | History | Added to | 53,982 | 2,393 | 0.3% | 0.31% | 123 | +3,900 | 7.79% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 53,850 | 2,388 | 0.01% | 0.0% | 124 | +31,399 | 139.86% | Q4 2025 | Jan 26, 2026 |
| Asset One Wealth Management LLC | History | New | 49,850 | 2,387 | 0.33% | — | 125 | +49,850 | New | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 52,010 | 2,306 | 0.01% | 0.01% | 126 | +1,062 | 2.08% | Q4 2025 | Feb 11, 2026 |
| Teamwork Financial Advisors, LLC | History | Added to | 51,814 | 2,297 | 0.23% | 0.22% | 127 | +2,851 | 5.82% | Q4 2025 | Jan 09, 2026 |
| PFG Investments, LLC | History | Added to | 51,135 | 2,267 | 0.11% | 0.11% | 128 | +3,794 | 8.01% | Q4 2025 | Jan 26, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 50,459 | 2,237 | 0.03% | 0.03% | 129 | -15,788 | -23.83% | Q4 2025 | Feb 13, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 49,914 | 2,213 | 0.13% | 0.12% | 130 | +6,000 | 13.66% | Q4 2025 | Feb 13, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 48,945 | 2,170 | 0.5% | 0.34% | 131 | +15,275 | 45.37% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 48,342 | 2,143 | 0.02% | 0.02% | 132 | -12,656 | -20.75% | Q4 2025 | Feb 12, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 47,779 | 2,118 | 0.0% | 0.0% | 133 | -35,356 | -42.53% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Added to | 46,348 | 2,055 | 0.0% | 0.0% | 134 | +1,784 | 4.0% | Q4 2025 | Jan 30, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Reduced | 45,846 | 2,032 | 1.02% | 1.06% | 135 | -314 | -0.68% | Q4 2025 | Feb 09, 2026 |
| AE Wealth Management LLC | History | Added to | 45,304 | 2,008 | 0.01% | 0.01% | 136 | +2,934 | 6.92% | Q4 2025 | Jan 26, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 40,991 | 1,961 | 0.33% | 0.56% | 137 | -34,454 | -45.67% | Q4 2025 | Feb 06, 2026 |
| IFP Advisors, Inc | History | Added to | 44,111 | 1,955 | 0.04% | 0.05% | 138 | +145 | 0.33% | Q4 2025 | Feb 06, 2026 |
| Quad-Cities Investment Group, LLC | History | Reduced | 43,896 | 1,946 | 0.8% | 0.83% | 139 | -1,260 | -2.79% | Q4 2025 | Jan 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 43,689 | 1,937 | 0.01% | 0.01% | 140 | +5,304 | 13.82% | Q4 2025 | Jan 29, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 43,118 | 1,911 | 0.44% | 0.39% | 141 | -242 | -0.56% | Q4 2025 | Feb 02, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 42,395 | 1,879 | 0.09% | 0.06% | 142 | +18,987 | 81.11% | Q4 2025 | Jan 28, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 41,328 | 1,832 | 0.19% | 0.17% | 143 | +4,969 | 13.67% | Q4 2025 | Feb 13, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 40,329 | 1,788 | 0.0% | — | 144 | +40,329 | New | Q4 2025 | Feb 10, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | New | 40,068 | 1,776 | 1.47% | — | 145 | +40,068 | New | Q4 2025 | Feb 13, 2026 |
| Coppell Advisory Solutions LLC | History | Reduced | 39,682 | 1,768 | 0.17% | 0.24% | 146 | -13,489 | -25.37% | Q4 2025 | Feb 17, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 39,562 | 1,754 | 0.07% | 0.07% | 147 | +536 | 1.37% | Q4 2025 | Feb 17, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 39,090 | 1,733 | 0.35% | 0.35% | 148 | -1,356 | -3.35% | Q4 2025 | Feb 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 38,900 | 1,724 | 0.0% | 0.0% | 149 | +700 | 1.83% | Q4 2025 | Feb 12, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 38,062 | 1,687 | 0.1% | 0.08% | 150 | +7,632 | 25.08% | Q4 2025 | Jan 15, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 37,659 | 1,669 | 0.11% | 0.11% | 151 | +55 | 0.15% | Q4 2025 | Jan 20, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 36,213 | 1,605 | 0.14% | 0.13% | 152 | +1,977 | 5.77% | Q4 2025 | Jan 26, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 35,837 | 1,588 | 0.0% | 0.0% | 153 | +7,699 | 27.36% | Q4 2025 | Feb 17, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 35,586 | 1,585 | 0.11% | 0.1% | 154 | +5,234 | 17.24% | Q4 2025 | Jan 15, 2026 |
| Navis Wealth Advisors, LLC | History | New | 35,691 | 1,582 | 0.67% | — | 156 | +35,691 | New | Q4 2025 | Feb 13, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 35,682 | 1,582 | 0.12% | 0.12% | 155 | -899 | -2.46% | Q4 2025 | Jan 29, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 35,548 | 1,576 | 0.03% | 0.04% | 157 | -4,552 | -11.35% | Q4 2025 | Feb 03, 2026 |
| Formidable Asset Management, LLC | History | Added to | 35,879 | 1,557 | 0.23% | 0.23% | 158 | +919 | 2.63% | Q4 2025 | Jan 16, 2026 |
| Atria Investments, Inc | History | Added to | 33,938 | 1,504 | 0.02% | 0.01% | 159 | +5,586 | 19.7% | Q4 2025 | Feb 05, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 33,758 | 1,496 | 0.47% | 0.48% | 160 | +223 | 0.66% | Q4 2025 | Feb 03, 2026 |
| Moors & Cabot, Inc. | History | Added to | 33,359 | 1,479 | 0.06% | 0.06% | 161 | +3,795 | 12.84% | Q4 2025 | Feb 10, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Reduced | 33,237 | 1,473 | 0.54% | 0.61% | 162 | -638 | -1.88% | Q4 2025 | Feb 11, 2026 |
| Entruity Wealth, LLC | History | Reduced | 33,049 | 1,465 | 1.04% | 1.13% | 163 | -387 | -1.16% | Q4 2025 | Feb 03, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 32,913 | 1,459 | 0.01% | 0.01% | 164 | -3,537 | -9.7% | Q4 2025 | Jan 27, 2026 |
| Santori & Peters, Inc. | History | Added to | 32,777 | 1,453 | 0.5% | 0.5% | 165 | +690 | 2.15% | Q4 2025 | Jan 15, 2026 |
| Jump Financial, LLC | History | New | 32,660 | 1,448 | 0.02% | — | 166 | +32,660 | New | Q4 2025 | Feb 17, 2026 |
| Western Wealth Management, LLC | History | Added to | 32,556 | 1,443 | 0.07% | 0.06% | 167 | +4,456 | 15.86% | Q4 2025 | Feb 05, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 32,370 | 1,435 | 0.31% | 0.5% | 168 | -1,433 | -4.24% | Q4 2025 | Feb 12, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 32,048 | 1,421 | 0.03% | 0.03% | 169 | +1,046 | 3.37% | Q4 2025 | Jan 28, 2026 |
| CITIGROUP INC | History | Reduced | 31,478 | 1,395 | 0.0% | 0.0% | 170 | -11,357 | -26.51% | Q4 2025 | Feb 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 30,442 | 1,349 | 0.03% | — | 171 | +30,442 | New | Q4 2025 | Feb 13, 2026 |
| Wagner Wealth Management, Corp | History | New | 29,915 | 1,326 | 1.31% | — | 172 | +29,915 | New | Q4 2025 | Feb 12, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 29,872 | 1,324 | 0.07% | 0.08% | 173 | -388 | -1.28% | Q4 2025 | Jan 26, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 29,385 | 1,302 | 0.06% | 0.06% | 174 | -593 | -1.98% | Q4 2025 | Feb 17, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Added to | 29,010 | 1,286 | 0.46% | 0.46% | 175 | +352 | 1.23% | Q4 2025 | Feb 06, 2026 |
| Capital Analysts, LLC | History | Reduced | 28,646 | 1,270 | 0.04% | 0.13% | 176 | -71,223 | -71.32% | Q4 2025 | Feb 11, 2026 |
| Advisory Alpha, LLC | History | Reduced | 28,295 | 1,254 | 0.03% | 0.04% | 177 | -2,444 | -7.95% | Q4 2025 | Feb 06, 2026 |
| Keystone Wealth Services, LLC | History | New | 14,787 | 1,246 | 0.26% | — | 178 | +14,787 | New | Q4 2025 | Jan 26, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Added to | 27,726 | 1,229 | 0.38% | 0.18% | 179 | +14,012 | 102.17% | Q4 2025 | Jan 20, 2026 |
| Merit Financial Group, LLC | History | Added to | 27,549 | 1,221 | 0.01% | 0.01% | 180 | +7,881 | 40.07% | Q4 2025 | Jan 26, 2026 |
| Continuum Advisory, LLC | History | Added to | 27,449 | 1,217 | 0.12% | 0.1% | 181 | +6,637 | 31.89% | Q4 2025 | Feb 11, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 27,338 | 1,212 | 0.12% | 0.12% | 183 | +6,358 | 30.31% | Q4 2025 | Jan 22, 2026 |
| FMR LLC | History | Reduced | 27,351 | 1,212 | 0.0% | 0.0% | 182 | -4,408 | -13.88% | Q4 2025 | Feb 17, 2026 |
| Park Square Financial Group, LLC | History | Reduced | 29,602 | 1,191 | 7.07% | 7.07% | 184 | -8,137 | -21.56% | Q4 2025 | Feb 05, 2026 |
| Altus Wealth Group LLC | History | Reduced | 26,403 | 1,170 | 0.47% | 0.48% | 185 | -490 | -1.82% | Q4 2025 | Feb 13, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 26,349 | 1,168 | 0.15% | — | 186 | +26,349 | New | Q4 2025 | Feb 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 26,250 | 1,163 | 0.0% | 0.0% | 187 | +21,148 | 414.5% | Q4 2025 | Feb 17, 2026 |
| Belpointe Asset Management LLC | History | Added to | 26,114 | 1,157 | 0.04% | 0.03% | 188 | +9,972 | 61.78% | Q4 2025 | Jan 27, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 26,079 | 1,156 | 0.02% | 0.02% | 189 | -484 | -1.82% | Q4 2025 | Feb 17, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 25,916 | 1,149 | 0.09% | 0.17% | 191 | -24,115 | -48.2% | Q4 2025 | Jan 23, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 25,933 | 1,149 | 0.01% | 0.0% | 190 | +22,991 | 781.48% | Q4 2025 | Feb 06, 2026 |
| Lighthouse Wealth Management Inc. | History | Added to | 25,834 | 1,145 | 0.78% | 0.76% | 193 | +4,347 | 20.23% | Q4 2025 | Jan 15, 2026 |
| Advisory Services Network, LLC | History | Reduced | 25,838 | 1,145 | 0.02% | 0.02% | 192 | -970 | -3.62% | Q4 2025 | Feb 17, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Reduced | 25,781 | 1,143 | 0.32% | 0.59% | 194 | -21,276 | -45.21% | Q4 2025 | Jan 23, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 25,735 | 1,141 | 0.19% | 0.19% | 195 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 25,676 | 1,138 | 0.44% | 0.45% | 196 | -804 | -3.04% | Q4 2025 | Feb 13, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 25,392 | 1,125 | 0.17% | 0.14% | 197 | +4,028 | 18.85% | Q4 2025 | Feb 10, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 25,374 | 1,125 | 0.07% | 0.07% | 198 | -231 | -0.9% | Q4 2025 | Jan 28, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 25,272 | 1,120 | 0.09% | 0.1% | 199 | -1,159 | -4.39% | Q4 2025 | Jan 23, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 25,234 | 1,118 | 0.17% | 0.18% | 200 | -1,454 | -5.45% | Q4 2025 | Jan 08, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 24,906 | 1,104 | 0.08% | 0.07% | 201 | +384 | 1.57% | Q4 2025 | Jan 14, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 24,252 | 1,075 | 0.05% | 0.05% | 202 | +1,669 | 7.39% | Q4 2025 | Feb 13, 2026 |
| Neumann Capital Management, LLC | History | Added to | 24,050 | 1,066 | 0.31% | 0.3% | 203 | +100 | 0.42% | Q4 2025 | Jan 14, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 23,907 | 1,060 | 0.13% | 0.13% | 204 | +1,104 | 4.84% | Q4 2025 | Feb 13, 2026 |
| SHP Wealth Management | History | New | 23,527 | 1,043 | 0.08% | — | 205 | +23,527 | New | Q4 2025 | Mar 04, 2026 |
| IFG Advisory, LLC | History | Reduced | 23,310 | 1,033 | 0.05% | 0.05% | 206 | -2,571 | -9.93% | Q4 2025 | Feb 10, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 22,589 | 1,001 | 0.03% | 0.03% | 207 | -512 | -2.22% | Q4 2025 | Jan 12, 2026 |
| Archford Capital Strategies, LLC | History | No change | 22,355 | 991 | 0.12% | 0.12% | 208 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Larson Financial Group LLC | History | Added to | 21,818 | 967 | 0.03% | 0.03% | 209 | +1,605 | 7.94% | Q4 2025 | Feb 06, 2026 |
| Kovack Advisors, Inc. | History | Added to | 21,531 | 954 | 0.04% | 0.06% | 210 | +6,980 | 47.97% | Q4 2025 | Feb 17, 2026 |
| NWAM LLC | History | Reduced | 20,413 | 950 | 0.05% | 0.05% | 211 | -45 | -0.22% | Q4 2025 | Feb 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 21,128 | 936 | 0.0% | 0.0% | 212 | -646 | -2.97% | Q4 2025 | Feb 06, 2026 |
| Linscomb Wealth, Inc. | History | No change | 20,540 | 910 | 0.04% | 0.04% | 213 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 19,949 | 884 | 0.01% | — | 214 | +19,949 | New | Q4 2025 | Feb 18, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 19,690 | 873 | 0.05% | 0.05% | 215 | -312 | -1.56% | Q4 2025 | Feb 05, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 19,620 | 869 | 0.06% | 0.06% | 216 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 19,485 | 863 | 0.02% | 0.02% | 217 | +260 | 1.35% | Q4 2025 | Feb 06, 2026 |
| Intrua Financial, LLC | History | Added to | 19,185 | 850 | 0.09% | 0.09% | 218 | +593 | 3.19% | Q4 2025 | Feb 05, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 18,918 | 839 | 0.02% | 0.02% | 219 | -8,378 | -30.69% | Q4 2025 | Feb 12, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 18,766 | 832 | 0.06% | 0.06% | 220 | -887 | -4.51% | Q4 2025 | Jan 08, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 18,294 | 811 | 0.06% | 0.06% | 221 | -369 | -1.98% | Q4 2025 | Jan 21, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 18,014 | 798 | 0.19% | 0.39% | 222 | -18,753 | -51.0% | Q4 2025 | Feb 05, 2026 |
| Crumly & Associates Inc. | History | Added to | 17,838 | 790 | 0.17% | 0.17% | 223 | +278 | 1.58% | Q4 2025 | Jan 14, 2026 |
| Basepoint Wealth LLC | History | Added to | 17,765 | 787 | 0.48% | 0.54% | 224 | +215 | 1.23% | Q4 2025 | Feb 10, 2026 |
| Quadrature Capital Ltd | History | New | 17,577 | 779 | 0.01% | — | 225 | +17,577 | New | Q4 2025 | Feb 17, 2026 |
| Betterment LLC | History | Added to | 17,388 | 771 | 0.0% | 0.0% | 226 | +2,192 | 14.42% | Q4 2025 | Feb 12, 2026 |
| tru Independence LLC | History | Reduced | 17,102 | 758 | 0.19% | 0.19% | 227 | -141 | -0.82% | Q4 2025 | Jan 22, 2026 |
| Bell Bank | History | Added to | 17,042 | 755 | 0.03% | 0.01% | 228 | +10,184 | 148.5% | Q4 2025 | Jan 14, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 17,000 | 753 | 0.05% | 0.05% | 229 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 17,000 | 753 | 0.03% | 0.03% | 230 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Keystone Financial Group | History | New | 16,909 | 749 | 0.06% | — | 231 | +16,909 | New | Q4 2025 | Feb 06, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 16,817 | 745 | 0.04% | 0.05% | 232 | -3,608 | -17.66% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 16,614 | 736 | 0.0% | 0.0% | 233 | -22,601 | -57.63% | Q4 2025 | Feb 10, 2026 |
| WCG Wealth Advisors LLC | History | New | 16,530 | 732 | 0.02% | — | 234 | +16,530 | New | Q4 2025 | Feb 10, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 16,388 | 726 | 0.03% | 0.03% | 236 | -5,461 | -24.99% | Q4 2025 | Jan 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 16,385 | 726 | 0.04% | 0.04% | 235 | +630 | 4.0% | Q4 2025 | Feb 04, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 16,354 | 725 | 0.01% | 0.01% | 237 | +658 | 4.19% | Q4 2025 | Feb 10, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 14,071 | 709 | 0.31% | 0.3% | 238 | -268 | -1.87% | Q4 2025 | Feb 13, 2026 |
| Finward Bancorp | History | Reduced | 15,656 | 694 | 0.54% | 0.52% | 239 | -250 | -1.57% | Q4 2025 | Jan 21, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 15,319 | 679 | 0.05% | 0.06% | 240 | -722 | -4.5% | Q4 2025 | Feb 17, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 15,033 | 666 | 0.02% | 0.02% | 241 | -245 | -1.6% | Q4 2025 | Feb 13, 2026 |
| Krilogy Financial LLC | History | No change | 14,147 | 658 | 0.02% | 0.02% | 242 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 14,573 | 646 | 0.01% | 0.02% | 243 | -3,299 | -18.46% | Q4 2025 | Feb 06, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 14,025 | 621 | 0.02% | 0.02% | 244 | +2,709 | 23.94% | Q4 2025 | Feb 13, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Added to | 13,982 | 619 | 0.44% | 0.43% | 245 | +387 | 2.85% | Q4 2025 | Jan 27, 2026 |
| Accel Wealth Management | History | Added to | 13,933 | 617 | 0.17% | 0.17% | 246 | +649 | 4.89% | Q4 2025 | Jan 20, 2026 |
| Waverly Advisors, LLC | History | Added to | 13,639 | 604 | 0.0% | 0.01% | 247 | +1,013 | 8.02% | Q4 2025 | Feb 17, 2026 |
| 1776 Wealth LLC | History | Reduced | 13,582 | 602 | 0.23% | 0.23% | 248 | -1 | -0.01% | Q4 2025 | Feb 11, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 13,554 | 600 | 0.05% | 0.05% | 249 | -46 | -0.34% | Q4 2025 | Jan 09, 2026 |
| J HAGAN CAPITAL, INC. | History | New | 13,352 | 592 | 0.33% | — | 250 | +13,352 | New | Q4 2025 | Feb 17, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 13,334 | 591 | 0.01% | 0.01% | 251 | -24 | -0.18% | Q4 2025 | Jan 22, 2026 |
| Hershey Financial Advisers, LLC | History | New | 13,240 | 587 | 0.5% | — | 253 | +13,240 | New | Q4 2025 | Feb 18, 2026 |
| Retireful, LLC | History | New | 13,174 | 587 | 0.74% | — | 252 | +13,174 | New | Q4 2025 | Jan 15, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 13,178 | 584 | 0.0% | 0.0% | 254 | -4,330 | -24.73% | Q4 2025 | Feb 13, 2026 |
| Weaver Consulting Group | History | Added to | 12,980 | 575 | 0.14% | 0.13% | 255 | +1,400 | 12.09% | Q4 2025 | Feb 10, 2026 |
| Illumine Investment Management, LLC | History | Added to | 12,871 | 570 | 0.42% | 0.35% | 256 | +1,694 | 15.16% | Q4 2025 | Feb 09, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 12,656 | 561 | 0.13% | 0.08% | 257 | +5,500 | 76.86% | Q4 2025 | Jan 16, 2026 |
| Sowell Financial Services LLC | History | Reduced | 12,608 | 559 | 0.02% | 0.32% | 258 | -181,770 | -93.51% | Q4 2025 | Jan 21, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 12,588 | 558 | 0.03% | 0.03% | 259 | -430 | -3.3% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | New | 12,413 | 550 | 0.0% | — | 260 | +12,413 | New | Q4 2025 | Feb 13, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 12,310 | 545 | 0.19% | 0.18% | 261 | +1,301 | 11.82% | Q4 2025 | Feb 10, 2026 |
| StoneX Group Inc. | History | Reduced | 12,216 | 544 | 0.02% | 0.08% | 262 | -31,383 | -71.98% | Q4 2025 | Feb 12, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 11,974 | 530 | 0.0% | 0.0% | 263 | +2,693 | 29.02% | Q4 2025 | Feb 11, 2026 |
| HRT FINANCIAL LP | History | New | 11,910 | 528 | 0.0% | — | 264 | +11,910 | New | Q4 2025 | Feb 12, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 11,788 | 522 | 0.02% | 0.17% | 265 | -48,149 | -80.33% | Q4 2025 | Feb 04, 2026 |
| Regal Investment Advisors LLC | History | Added to | 11,709 | 519 | 0.03% | 0.03% | 266 | +536 | 4.8% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 11,638 | 516 | 0.0% | 0.0% | 267 | -4,424 | -27.54% | Q4 2025 | Feb 18, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 10,232 | 513 | 0.15% | 0.17% | 269 | -1,241 | -10.82% | Q4 2025 | Feb 10, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 11,571 | 513 | 0.01% | 0.01% | 268 | -520 | -4.3% | Q4 2025 | Feb 05, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 11,505 | 510 | 0.11% | 0.11% | 270 | +369 | 3.31% | Q4 2025 | Feb 17, 2026 |
| PFG Advisors | History | Reduced | 11,490 | 509 | 0.02% | 0.02% | 271 | -61 | -0.53% | Q4 2025 | Jan 27, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 11,312 | 501 | 0.01% | 0.0% | 273 | +3,944 | 53.53% | Q4 2025 | Feb 11, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 11,309 | 501 | 0.03% | 0.03% | 272 | +411 | 3.77% | Q4 2025 | Feb 20, 2026 |
| NWM ADVISORS, LLC | History | New | 10,777 | 477 | 0.42% | — | 274 | +10,777 | New | Q4 2025 | Feb 04, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | New | 10,747 | 476 | 0.0% | — | 275 | +10,747 | New | Q4 2025 | Feb 05, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 10,747 | 476 | 0.05% | 0.05% | 276 | -385 | -3.46% | Q4 2025 | Mar 03, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 10,603 | 470 | 0.02% | 0.14% | 277 | -36,508 | -77.49% | Q4 2025 | Feb 12, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 10,471 | 464 | 0.03% | 0.03% | 278 | +21 | 0.2% | Q4 2025 | Feb 17, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 10,338 | 458 | 0.31% | 0.32% | 279 | +124 | 1.21% | Q4 2025 | Jan 29, 2026 |
| FWG Holdings, LLC | History | No change | 10,605 | 455 | 0.17% | 0.2% | 280 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| UMB Bank, n.a. | History | New | 10,208 | 452 | 0.01% | — | 281 | +10,208 | New | Q4 2025 | Feb 13, 2026 |
| Brookstone Capital Management | History | Added to | 10,213 | 452 | 0.01% | 0.01% | 282 | +1 | 0.01% | Q4 2025 | Jan 15, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 10,040 | 445 | 0.0% | 0.0% | 283 | -521 | -4.93% | Q4 2025 | Feb 17, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 9,993 | 443 | 0.02% | 0.01% | 284 | +4,855 | 94.49% | Q4 2025 | Feb 09, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 9,978 | 442 | 0.16% | 0.22% | 285 | -2,695 | -21.27% | Q4 2025 | Jan 26, 2026 |
| OakTrust Wealth Advisors, LLC | History | New | 9,805 | 434 | 0.4% | — | 287 | +9,805 | New | Q4 2025 | Feb 27, 2026 |
| RESOLUTE CAPITAL, LLC | History | New | 9,801 | 434 | 0.18% | — | 286 | +9,801 | New | Q4 2025 | Feb 10, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 9,757 | 432 | 0.0% | 0.02% | 288 | -37,476 | -79.34% | Q4 2025 | Feb 13, 2026 |
| Topsail Wealth Management, LLC | History | Reduced | 9,740 | 431 | 0.06% | 0.07% | 289 | -245 | -2.45% | Q4 2025 | Feb 04, 2026 |
| Claris Financial LLC | History | New | 9,703 | 430 | 0.23% | — | 290 | +9,703 | New | Q4 2025 | Feb 19, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 9,654 | 428 | 0.07% | 0.08% | 291 | -192 | -1.95% | Q4 2025 | Feb 17, 2026 |
| MTM Investment Management, LLC | History | Reduced | 9,615 | 426 | 0.14% | 0.14% | 292 | -882 | -8.4% | Q4 2025 | Feb 09, 2026 |
| KPP Advisory Services LLC | History | Reduced | 9,458 | 419 | 0.06% | 0.13% | 293 | -10,841 | -53.41% | Q4 2025 | Feb 02, 2026 |
| Sound Income Strategies, LLC | History | Added to | 8,978 | 412 | 0.02% | 0.0% | 294 | +8,745 | 3753.22% | Q4 2025 | Jan 21, 2026 |
| Avior Wealth Management, LLC | History | Added to | 9,273 | 411 | 0.01% | 0.01% | 295 | +49 | 0.53% | Q4 2025 | Jan 06, 2026 |
| Cerity Partners LLC | History | Added to | 9,265 | 410 | 0.0% | 0.0% | 297 | +3,685 | 66.04% | Q4 2025 | Feb 11, 2026 |
| Ancora Advisors LLC | History | No change | 9,265 | 410 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 9,213 | 409 | 0.0% | 0.0% | 298 | +4,285 | 86.95% | Q4 2025 | Jan 05, 2026 |
| Financial Harvest, LLC | History | No change | 9,063 | 401 | 0.25% | 0.26% | 299 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | New | 9,000 | 399 | 0.03% | — | 300 | +9,000 | New | Q4 2025 | Feb 09, 2026 |
| Caprock Group, LLC | History | No change | 8,800 | 390 | 0.01% | 0.01% | 301 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Quantinno Capital Management LP | History | New | 8,605 | 381 | 0.0% | — | 302 | +8,605 | New | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Reduced | 8,564 | 379 | 0.0% | 0.0% | 303 | -677 | -7.33% | Q4 2025 | Mar 09, 2026 |
| Madison Wealth Partners, Inc | History | New | 8,533 | 378 | 0.07% | — | 304 | +8,533 | New | Q4 2025 | Feb 10, 2026 |
| PROMETHIUM ADVISORS,LLC | History | No change | 8,400 | 372 | 0.2% | 0.21% | 305 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| XML Financial, LLC | History | Reduced | 8,370 | 371 | 0.03% | 0.04% | 306 | -2,919 | -25.86% | Q4 2025 | Feb 11, 2026 |
| Paragon Private Wealth Management, LLC | History | No change | 8,287 | 367 | 0.11% | 0.12% | 307 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ASSETMARK, INC | History | Reduced | 8,190 | 363 | 0.0% | 0.0% | 308 | -455 | -5.26% | Q4 2025 | Jan 23, 2026 |
| Provenance Wealth Advisors, LLC | History | Added to | 8,081 | 358 | 0.04% | 0.0% | 309 | +7,218 | 836.38% | Q4 2025 | Jan 26, 2026 |
| Sloy Dahl & Holst, LLC | History | No change | 8,030 | 356 | 0.04% | 0.04% | 310 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 7,837 | 347 | 0.05% | — | 311 | +7,837 | New | Q4 2025 | Feb 09, 2026 |
| Claro Advisors Inc. | History | Added to | 7,693 | 341 | 0.05% | 0.05% | 312 | +16 | 0.21% | Q4 2025 | Feb 17, 2026 |
| United Bank | History | Reduced | 7,572 | 335 | 0.11% | 0.12% | 313 | -93 | -1.21% | Q4 2025 | Feb 05, 2026 |
| Semus Wealth Partners LLC | History | Added to | 7,549 | 334 | 0.18% | 0.18% | 316 | +85 | 1.14% | Q4 2025 | Jan 27, 2026 |
| WESPAC Advisors SoCal, LLC | History | No change | 7,550 | 334 | 0.07% | 0.07% | 314 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Integrity Financial Corp /WA | History | No change | 7,540 | 334 | 0.17% | 0.16% | 315 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 7,245 | 321 | 0.07% | 0.09% | 318 | -581 | -7.42% | Q4 2025 | Feb 02, 2026 |
| Principle Wealth Partners LLC | History | No change | 7,260 | 321 | 0.02% | 0.02% | 317 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 7,229 | 320 | 0.07% | — | 319 | +7,229 | New | Q4 2025 | Feb 18, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 7,213 | 319 | 0.02% | 0.02% | 320 | -90 | -1.23% | Q4 2025 | Feb 03, 2026 |
| BCS Wealth Management | History | New | 7,108 | 315 | 0.03% | — | 321 | +7,108 | New | Q4 2025 | Jan 26, 2026 |
| EQUITABLE TRUST CO | History | No change | 7,005 | 310 | 0.01% | 0.01% | 322 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Mattern Wealth Management LLC | History | Reduced | 6,971 | 309 | 0.06% | 0.06% | 324 | -193 | -2.69% | Q4 2025 | Jan 16, 2026 |
| Mutual Advisors, LLC | History | Added to | 6,984 | 309 | 0.01% | 0.01% | 323 | +49 | 0.71% | Q4 2025 | Feb 02, 2026 |
| RDA Financial Network | History | Added to | 6,925 | 307 | 0.07% | 0.07% | 325 | +27 | 0.39% | Q4 2025 | Jan 06, 2026 |
| Waterfront Wealth Inc. | History | Reduced | 6,571 | 306 | 0.06% | 0.06% | 326 | -305 | -4.44% | Q4 2025 | Jan 27, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | Reduced | 6,852 | 306 | 0.4% | 0.46% | 327 | -172 | -2.45% | Q4 2025 | Jan 07, 2026 |
| SYKON CAPITAL LLC | History | Added to | 6,771 | 300 | 0.1% | 0.08% | 328 | +1,214 | 21.85% | Q4 2025 | Feb 12, 2026 |
| Smith Partners Wealth Management, LLC | History | New | 6,730 | 298 | 0.27% | — | 329 | +6,730 | New | Q4 2025 | Feb 13, 2026 |
| NorthRock Partners, LLC | History | Reduced | 6,648 | 294 | 0.0% | 0.01% | 330 | -906 | -11.99% | Q4 2025 | Feb 17, 2026 |
| Wealthspire Advisors, LLC | History | No change | 6,565 | 291 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 6,527 | 289 | 0.0% | 0.01% | 332 | -6,768 | -50.91% | Q4 2025 | Jan 27, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 6,502 | 288 | 0.01% | 0.01% | 334 | +100 | 1.56% | Q4 2025 | Feb 06, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 6,507 | 288 | 0.03% | 0.03% | 333 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 6,467 | 286 | 0.04% | 0.04% | 335 | +152 | 2.41% | Q4 2025 | Jan 23, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 6,378 | 282 | 0.0% | 0.0% | 336 | +77 | 1.22% | Q4 2025 | Jan 30, 2026 |
| JANE STREET GROUP, LLC | History | New | 6,329 | 280 | 0.0% | — | 337 | +6,329 | New | Q4 2025 | Feb 12, 2026 |
| Laraway Financial Advisors Inc | History | Added to | 6,329 | 280 | 0.18% | 0.17% | 338 | +416 | 7.04% | Q4 2025 | Feb 13, 2026 |
| Hilltop Partners LLC | History | No change | 6,311 | 279 | 0.07% | 0.08% | 339 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Whelan Financial | History | New | 6,249 | 277 | 0.09% | — | 342 | +6,249 | New | Q4 2025 | Feb 02, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 6,262 | 277 | 0.0% | 0.0% | 340 | -5,660 | -47.48% | Q4 2025 | Feb 17, 2026 |
| Meadow Creek Wealth Advisors LLC | History | Reduced | 6,250 | 277 | 0.18% | 0.23% | 341 | -1,838 | -22.73% | Q4 2025 | Jan 28, 2026 |
| Heartwood Wealth Advisors LLC | History | No change | 6,246 | 276 | 0.03% | 0.03% | 343 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 6,182 | 274 | 0.01% | 0.01% | 344 | +631 | 11.37% | Q4 2025 | Jan 23, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 6,113 | 271 | 0.01% | 0.01% | 345 | +25 | 0.41% | Q4 2025 | Jan 14, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 6,055 | 268 | 0.02% | 0.02% | 346 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WealthTrust Asset Management, LLC | History | Reduced | 5,968 | 264 | 0.18% | 0.2% | 348 | -577 | -8.82% | Q4 2025 | Feb 04, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 5,960 | 264 | 0.02% | 0.02% | 347 | -421 | -6.6% | Q4 2025 | Feb 10, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 5,231 | 263 | 0.01% | 0.01% | 349 | -111 | -2.08% | Q4 2025 | Feb 09, 2026 |
| Odyssey Capital Advisors, Inc. | History | New | 5,893 | 261 | 0.23% | — | 352 | +5,893 | New | Q4 2025 | Feb 05, 2026 |
| CRUX WEALTH ADVISORS | History | Reduced | 5,895 | 261 | 0.1% | 0.13% | 351 | -1,929 | -24.65% | Q4 2025 | Jan 21, 2026 |
| TWIN CITY PRIVATE WEALTH, LLC | History | Reduced | 5,890 | 261 | 0.2% | 0.21% | 350 | -295 | -4.77% | Q4 2025 | Feb 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 5,853 | 259 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| STERLING INVESTMENT MANAGEMENT, LLC | History | No change | 5,800 | 257 | 0.15% | 0.15% | 354 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Sun Financial Inc | History | New | 5,686 | 252 | 0.14% | — | 356 | +5,686 | New | Q4 2025 | Feb 02, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 5,704 | 252 | 0.01% | 0.01% | 355 | +27 | 0.48% | Q4 2025 | Jan 07, 2026 |
| Venturi Wealth Management, LLC | History | No change | 5,605 | 248 | 0.01% | 0.01% | 357 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| MSH Capital Advisors LLC | History | New | 5,586 | 247 | 0.05% | — | 358 | +5,586 | New | Q4 2025 | Feb 09, 2026 |
| Swisher Financial Concepts, Inc. | History | No change | 5,533 | 245 | 0.14% | 0.14% | 359 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 5,511 | 244 | 0.07% | 0.07% | 360 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Strategic Financial Concepts, LLC | History | Reduced | 5,342 | 236 | 0.22% | 0.04% | 361 | -445 | -7.69% | Q4 2025 | Feb 09, 2026 |
| Financially in Tune, LLC | History | New | 5,301 | 235 | 0.22% | — | 362 | +5,301 | New | Q4 2025 | Feb 27, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 5,294 | 234 | 0.16% | 0.18% | 363 | -681 | -11.4% | Q4 2025 | Jan 22, 2026 |
| Wise Wealth Partners | History | No change | 5,267 | 233 | 0.33% | 0.35% | 364 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| AIFG Consultants Ltd. | History | Reduced | 5,213 | 231 | 0.4% | 0.71% | 365 | -4,075 | -43.87% | Q4 2025 | Feb 04, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 5,172 | 229 | 0.0% | — | 366 | +5,172 | New | Q4 2025 | Feb 17, 2026 |
| Old Port Advisors | History | No change | 5,144 | 228 | 0.06% | 0.06% | 367 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Sequent Planning LLC | History | New | 5,138 | 227 | 0.06% | — | 368 | +5,138 | New | Q4 2025 | Feb 05, 2026 |
| Bensler, LLC | History | Added to | 5,107 | 226 | 0.02% | 0.02% | 369 | +270 | 5.58% | Q4 2025 | Feb 04, 2026 |
| SageOak Financial, LLC | History | Reduced | 5,067 | 224 | 0.16% | 0.17% | 371 | -208 | -3.94% | Q4 2025 | Feb 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 5,073 | 224 | 0.01% | 0.01% | 370 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | No change | 5,000 | 221 | 0.02% | 0.03% | 372 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| United Advisor Group, LLC | History | New | 4,976 | 220 | 0.03% | — | 373 | +4,976 | New | Q4 2025 | Jan 26, 2026 |
| SALZHAUER MICHAEL | History | No change | 4,753 | 210 | 0.09% | 0.1% | 374 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| DB&C Advisors, LLC | History | New | 4,705 | 208 | 0.26% | — | 375 | +4,705 | New | Q4 2025 | Feb 11, 2026 |
| Van Diest Capital, LLC | History | New | 4,674 | 207 | 0.31% | — | 376 | +4,674 | New | Q4 2025 | Feb 19, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 4,662 | 206 | 0.03% | 0.03% | 377 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Capital Square, LLC | History | Added to | 4,640 | 205 | 0.1% | 0.1% | 378 | +12 | 0.26% | Q4 2025 | Feb 13, 2026 |
| Plotkin Financial Advisors, LLC | History | No change | 4,617 | 204 | 0.1% | 0.1% | 379 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| S Harris Financial Group, LLC | History | New | 4,531 | 200 | 0.19% | — | 380 | +4,531 | New | Q4 2025 | Mar 03, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 4,429 | 196 | 0.1% | 0.14% | 381 | -4,259 | -49.02% | Q4 2025 | Feb 18, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 3,936 | 195 | 0.26% | 0.34% | 382 | -1,573 | -28.55% | Q4 2025 | Feb 10, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 4,114 | 182 | 0.14% | — | 383 | +4,114 | New | Q4 2025 | Mar 05, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 4,098 | 181 | 0.06% | 0.08% | 384 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 4,070 | 180 | 0.01% | 0.02% | 385 | -2,802 | -40.77% | Q4 2025 | Feb 06, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 3,925 | 174 | 0.05% | 0.05% | 386 | +18 | 0.46% | Q4 2025 | Jan 22, 2026 |
| Spire Wealth Management | History | Added to | 3,680 | 163 | 0.01% | 0.01% | 387 | +7 | 0.19% | Q4 2025 | Jan 14, 2026 |
| Crews Bank & Trust | History | No change | 3,550 | 157 | 0.02% | 0.02% | 388 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 3,318 | 147 | 0.05% | 0.05% | 389 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Rossby Financial, LCC | History | Added to | 3,270 | 144 | 0.04% | 0.03% | 390 | +1,287 | 64.9% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 3,173 | 140 | 0.04% | 0.02% | 391 | +1,409 | 79.88% | Q4 2025 | Jan 22, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 3,000 | 133 | 0.04% | 0.04% | 392 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| MAI Capital Management | History | Added to | 2,903 | 128 | 0.0% | 0.0% | 393 | +957 | 49.18% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 2,841 | 125 | 0.0% | — | 394 | +2,841 | New | Q4 2025 | Feb 17, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 2,625 | 116 | 0.07% | 0.07% | 395 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| GAMMA Investing LLC | History | No change | 2,565 | 113 | 0.01% | 0.01% | 396 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Litman Gregory Wealth Management LLC | History | New | 2,460 | 109 | 0.01% | — | 397 | +2,460 | New | Q4 2025 | Feb 12, 2026 |
| TSFG, LLC | History | Added to | 2,460 | 109 | 0.02% | 0.02% | 398 | +15 | 0.61% | Q4 2025 | Feb 04, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 2,430 | 107 | 0.06% | 0.06% | 399 | +28 | 1.17% | Q4 2025 | Jan 14, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 2,391 | 106 | 0.03% | 0.04% | 400 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WHITTIER TRUST CO | History | No change | 2,000 | 89 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Gen-Wealth Partners Inc | History | No change | 1,900 | 84 | 0.03% | 0.03% | 402 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 1,875 | 83 | 0.03% | 0.03% | 403 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 1,781 | 78 | 0.03% | 0.1% | 404 | +552 | 44.91% | Q4 2025 | Jan 20, 2026 |
| Bogart Wealth, LLC | History | No change | 1,779 | 78 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Luminist Capital LLC | History | No change | 1,481 | 65 | 0.08% | 0.06% | 406 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 1,372 | 60 | 0.01% | 0.08% | 407 | -7,458 | -84.46% | Q4 2025 | Feb 13, 2026 |
| Crewe Advisors LLC | History | No change | 1,330 | 58 | 0.01% | 0.01% | 408 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 1,194 | 52 | 0.0% | 0.0% | 409 | +16 | 1.36% | Q4 2025 | Feb 03, 2026 |
| Signature Equity Partners, LLC | History | New | 602 | 50 | 0.03% | — | 410 | +602 | New | Q4 2025 | Feb 17, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 1,085 | 48 | 0.02% | 0.02% | 411 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 1,037 | 45 | 0.02% | 0.02% | 412 | -196 | -15.9% | Q4 2025 | Jan 21, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,001 | 44 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,000 | 44 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 925 | 41 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| FIRST HORIZON CORP | History | Added to | 880 | 39 | 0.0% | 0.0% | 416 | +738 | 519.72% | Q4 2025 | Jan 27, 2026 |
| ALERUS FINANCIAL NA | History | No change | 900 | 39 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 898 | 39 | 0.01% | 0.04% | 418 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| First Command Advisory Services, Inc. | History | New | 868 | 38 | 0.0% | — | 419 | +868 | New | Q4 2025 | Feb 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 840 | 37 | 0.0% | — | 420 | +840 | New | Q4 2025 | Feb 13, 2026 |
| North Star Investment Management Corp. | History | No change | 855 | 37 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Providence Capital Advisors, LLC | History | New | 828 | 36 | 0.01% | — | 422 | +828 | New | Q4 2025 | Feb 12, 2026 |
| REAP Financial Group, LLC | History | Reduced | 804 | 35 | 0.01% | 0.01% | 423 | -240 | -22.99% | Q4 2025 | Feb 10, 2026 |
| Graney & King, LLC | History | Added to | 730 | 32 | 0.02% | 0.02% | 424 | +9 | 1.25% | Q4 2025 | Feb 13, 2026 |
| CX Institutional | History | Reduced | 703 | 31 | 0.0% | 0.0% | 425 | -207 | -22.75% | Q4 2025 | Feb 02, 2026 |
| Mascoma Wealth Management LLC | History | No change | 691 | 30 | 0.01% | 0.01% | 426 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Paladin Advisory Group, LLC | History | No change | 668 | 29 | 0.02% | 0.02% | 427 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| BlackRock, Inc. | History | No change | 658 | 29 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Addison Advisors LLC | History | No change | 600 | 26 | 0.01% | 0.01% | 429 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Oakworth Capital, Inc. | History | New | 450 | 19 | 0.0% | — | 430 | +450 | New | Q4 2025 | Jan 30, 2026 |
| Wealth Watch Advisors, INC | History | Reduced | 429 | 19 | 0.01% | 0.01% | 431 | -6 | -1.38% | Q4 2025 | Feb 17, 2026 |
| Global Trust Asset Management, LLC | History | No change | 400 | 17 | 0.01% | 0.01% | 432 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Navalign, LLC | History | New | 373 | 16 | 0.0% | — | 433 | +373 | New | Q4 2025 | Feb 05, 2026 |
| TOWER TRUST & INVESTMENT Co | History | No change | 368 | 16 | 0.01% | 0.01% | 434 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 341 | 15 | 0.01% | — | 436 | +341 | New | Q4 2025 | Feb 10, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 350 | 15 | 0.01% | 0.01% | 435 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 332 | 14 | 0.0% | 0.0% | 437 | -169 | -33.73% | Q4 2025 | Jan 20, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 324 | 14 | 0.01% | 0.01% | 438 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Copia Wealth Management | History | No change | 318 | 14 | 0.01% | 0.01% | 439 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NBT BANK N A /NY | History | Added to | 44 | 13 | 0.0% | 0.0% | 440 | +1 | 2.33% | Q4 2025 | Jan 23, 2026 |
| Parallel Advisors, LLC | History | New | 288 | 12 | 0.0% | — | 441 | +288 | New | Q4 2025 | Feb 11, 2026 |
| Financial Perspectives, Inc | History | No change | 275 | 12 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| SFAM, LLC | History | New | 188 | 8 | 0.01% | — | 444 | +188 | New | Q4 2025 | Feb 12, 2026 |
| McIlrath & Eck, LLC | History | No change | 200 | 8 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Key FInancial Inc | History | Reduced | 179 | 7 | 0.0% | 0.0% | 445 | -104 | -36.75% | Q4 2025 | Feb 09, 2026 |
| Hilltop National Bank | History | No change | 179 | 7 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| TD Capital Management LLC | History | Added to | 141 | 6 | 0.0% | 0.0% | 447 | +1 | 0.71% | Q4 2025 | Feb 26, 2026 |
| Anfield Capital Management, LLC | History | No change | 140 | 6 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Eukles Asset Management | History | No change | 150 | 6 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 119 | 5 | 0.0% | — | 450 | +119 | New | Q4 2025 | Jan 22, 2026 |
| Princeton Global Asset Management LLC | History | New | 112 | 4 | 0.0% | — | 451 | +112 | New | Q4 2025 | Jan 20, 2026 |
| BankPlus Trust Department | History | No change | 110 | 4 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Nova Wealth Management, Inc. | History | No change | 107 | 4 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 68 | 3 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 56 | 2 | 0.0% | — | 455 | +56 | New | Q4 2025 | Feb 05, 2026 |
| Operose Advisors LLC | History | New | 30 | 1 | 0.0% | — | 457 | +30 | New | Q4 2025 | Feb 10, 2026 |
| BFSG, LLC | History | No change | 31 | 1 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Coston, McIsaac & Partners | History | No change | 36 | 1 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| WORLD EQUITY GROUP, INC. | History | Closed out | 0 | 0 | — | 1.58% | — | -160,665 | -100.0% | Q3 2025 | Oct 24, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 27.19% | — | -134,910 | -100.0% | Q3 2025 | Dec 09, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -67,401 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GDS Wealth Management | History | Closed out | 0 | 0 | — | 0.14% | — | -49,662 | -100.0% | Q3 2025 | Oct 31, 2025 |
| SteelPeak Wealth, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -28,962 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Dana Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -23,722 | -100.0% | Q3 2025 | Nov 10, 2025 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -18,700 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Fortitude Financial, LLC | History | Closed out | 0 | 0 | — | 0.79% | — | -18,101 | -100.0% | Q3 2025 | Oct 14, 2025 |
| NATURAL INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -12,488 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,631 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Oldfather Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -9,008 | -100.0% | Q3 2025 | Oct 16, 2025 |
| WMG Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -8,745 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Clarus Group, Inc. | History | Closed out | 0 | 0 | — | 0.13% | — | -8,579 | -100.0% | Q3 2025 | Nov 03, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -8,316 | -100.0% | Q3 2025 | Nov 03, 2025 |
| GENTRY PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -7,540 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,395 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Ergawealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.12% | — | -5,829 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Independent Wealth Network Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -4,892 | -100.0% | Q3 2025 | Oct 15, 2025 |
| HM PAYSON & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -3,000 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,102 | -100.0% | Q3 2025 | Nov 17, 2025 |
| GODSEY & GIBB, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,076 | -100.0% | Q3 2025 | Oct 24, 2025 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,645 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Westside Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,300 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Pathway Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -750 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GoalVest Advisory LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -680 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Glen Eagle Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -475 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -175 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -175 | -100.0% | Q3 2025 | Oct 29, 2025 |
| HANTZ FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -69 | -100.0% | Q3 2025 | Nov 05, 2025 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 15 | 0 | — | 0.0% | — | -28 | -65.12% | Q4 2025 | Jan 14, 2026 |
| Motiv8 Investments LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 13, 2026 |