FIRST TRUST EXCHANGE-TRADED FUND - FDN
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FIRST TRUST ADVISORS LP | History | Reduced | 2,804,361 | 754,879 | 0.55% | 0.64% | 1 | -252,952 | -8.27% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Reduced | 1,195,793 | 321,883 | 0.02% | 0.02% | 2 | -158,075 | -11.68% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 911,713 | 245,414 | 0.04% | 0.05% | 3 | -38,966 | -4.1% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 839,143 | 225,880 | 0.06% | 0.06% | 4 | +44,692 | 5.63% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 704,303 | 189,584 | 0.01% | 0.01% | 5 | -15,225 | -2.12% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 599,349 | 161,332 | 0.03% | 0.04% | 6 | -279,851 | -31.83% | Q4 2025 | Jan 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 460,317 | 123,908 | 0.04% | 0.04% | 7 | -9,658 | -2.06% | Q4 2025 | Feb 18, 2026 |
| ROYAL BANK OF CANADA | History | New | 366,030 | 98,528 | 0.02% | — | 8 | +366,030 | New | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 305,460 | 82,223 | 0.12% | 0.24% | 9 | -272,140 | -47.12% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 147,621 | 39,736 | 0.01% | 0.01% | 10 | -3,573 | -2.36% | Q4 2025 | Feb 10, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 138,762 | 37,351 | 0.05% | 0.06% | 11 | -6,731 | -4.63% | Q4 2025 | Feb 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 126,976 | 34,179 | 0.05% | 0.05% | 12 | -16,878 | -11.73% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 126,061 | 33,929 | 0.01% | 0.01% | 13 | -700 | -0.55% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 125,454 | 33,769 | 0.03% | 0.03% | 14 | +332 | 0.27% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 118,874 | 31,998 | 0.0% | 0.0% | 15 | +58,577 | 97.15% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 113,467 | 30,542 | 0.04% | 0.05% | 16 | -15,916 | -12.3% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 109,285 | 29,417 | 0.03% | 0.04% | 17 | -4,058 | -3.58% | Q4 2025 | Feb 06, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 107,129 | 28,837 | 0.01% | 0.01% | 18 | -5,180 | -4.61% | Q4 2025 | Feb 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 94,159 | 25,346 | 0.07% | 0.08% | 19 | -14,384 | -13.25% | Q4 2025 | Feb 05, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 92,412 | 24,875 | 0.06% | 0.06% | 20 | -1,823 | -1.93% | Q4 2025 | Feb 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 83,725 | 22,537 | 0.0% | 0.01% | 21 | -211,705 | -71.66% | Q4 2025 | Mar 25, 2026 |
| Cetera Investment Advisers | History | Added to | 82,576 | 22,227 | 0.02% | 0.02% | 22 | +7,948 | 10.65% | Q4 2025 | Feb 17, 2026 |
| Nilsine Partners, LLC | History | Added to | 82,038 | 22,082 | 1.91% | 1.99% | 23 | +2,979 | 3.77% | Q4 2025 | Jan 15, 2026 |
| Advisory Services Network, LLC | History | Reduced | 79,510 | 21,402 | 0.3% | 0.35% | 24 | -5,583 | -6.56% | Q4 2025 | Feb 17, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 78,269 | 21,069 | 0.23% | 0.25% | 25 | -1,482 | -1.86% | Q4 2025 | Feb 02, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 75,284 | 20,264 | 0.26% | 0.27% | 26 | +1,296 | 1.75% | Q4 2025 | Feb 05, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 72,509 | 19,517 | 0.03% | 0.03% | 27 | -4,310 | -5.61% | Q4 2025 | Feb 13, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 71,467 | 19,237 | 0.54% | 0.45% | 28 | +45,826 | 178.72% | Q4 2025 | Feb 10, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 66,582 | 17,922 | 0.24% | 0.26% | 29 | -1,014 | -1.5% | Q4 2025 | Jan 30, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 65,897 | 17,738 | 0.02% | 0.03% | 30 | -39,256 | -37.33% | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 65,646 | 17,670 | 0.1% | 0.11% | 31 | -980 | -1.47% | Q4 2025 | Feb 03, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 63,301 | 17,039 | 0.06% | 0.1% | 32 | -15,893 | -20.07% | Q4 2025 | Feb 18, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 62,052 | 16,703 | 0.53% | 0.59% | 33 | +461 | 0.75% | Q4 2025 | Jan 12, 2026 |
| Tamar Securities, LLC | History | Added to | 61,230 | 16,481 | 1.74% | 1.86% | 34 | +2,582 | 4.4% | Q4 2025 | Feb 13, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 57,000 | 15,343 | 0.13% | 0.14% | 35 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 56,782 | 15,284 | 0.03% | 0.03% | 36 | +3,094 | 5.76% | Q4 2025 | Mar 16, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 55,807 | 15,022 | 0.0% | 0.0% | 37 | -461 | -0.82% | Q4 2025 | Feb 11, 2026 |
| 360 Financial, Inc. | History | New | 55,190 | 14,856 | 4.49% | — | 38 | +55,190 | New | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 55,074 | 14,824 | 0.03% | 0.03% | 39 | +351 | 0.64% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | New | 53,326 | 14,354 | 0.01% | — | 40 | +53,326 | New | Q4 2025 | Feb 13, 2026 |
| NewSquare Capital LLC | History | Reduced | 53,004 | 14,267 | 1.26% | 1.49% | 41 | -25,732 | -32.68% | Q4 2025 | Feb 17, 2026 |
| Warner Group LLC | History | Added to | 52,181 | 14,046 | 8.66% | 9.36% | 42 | +3,620 | 7.45% | Q4 2025 | Feb 06, 2026 |
| &PARTNERS | History | Added to | 50,662 | 13,637 | 0.07% | 0.02% | 43 | +40,484 | 397.76% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 48,489 | 13,052 | 0.03% | 0.03% | 44 | +5,563 | 12.96% | Q4 2025 | Jan 23, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 46,073 | 12,401 | 0.82% | 0.87% | 45 | -577 | -1.24% | Q4 2025 | Jan 16, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 44,923 | 12,092 | 0.0% | 0.0% | 46 | +29,599 | 193.15% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | New | 44,822 | 12,065 | 0.01% | — | 47 | +44,822 | New | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 42,198 | 11,358 | 0.01% | 0.01% | 48 | +4,134 | 10.86% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 41,599 | 11,197 | 0.05% | 0.05% | 49 | +196 | 0.47% | Q4 2025 | Feb 13, 2026 |
| Summit Financial, LLC | History | Reduced | 38,578 | 10,384 | 0.15% | 0.17% | 50 | -724 | -1.84% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 37,093 | 9,984 | 0.69% | 0.76% | 51 | +1,075 | 2.98% | Q4 2025 | Feb 02, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 34,652 | 9,327 | 0.12% | 0.13% | 52 | +83 | 0.24% | Q4 2025 | Jan 29, 2026 |
| GTS SECURITIES LLC | History | Added to | 34,060 | 9,168 | 0.31% | 0.12% | 53 | +22,807 | 202.67% | Q4 2025 | Feb 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 33,896 | 9,124 | 0.18% | 0.13% | 54 | +14,149 | 71.65% | Q4 2025 | Feb 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 33,094 | 8,908 | 0.11% | 0.12% | 55 | -121 | -0.36% | Q4 2025 | Feb 10, 2026 |
| Wealth Management Partners, LLC | History | Reduced | 32,905 | 8,857 | 2.53% | 2.97% | 56 | -520 | -1.56% | Q4 2025 | Jan 12, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 31,800 | 8,650 | 0.88% | 0.96% | 57 | -433 | -1.34% | Q4 2025 | Jan 12, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 31,955 | 8,601 | 3.77% | — | 58 | +31,955 | New | Q4 2025 | Feb 17, 2026 |
| Southland Equity Partners LLC | History | Reduced | 31,218 | 8,403 | 1.66% | 1.78% | 59 | -189 | -0.6% | Q4 2025 | Jan 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 29,170 | 7,851 | 0.06% | 0.0% | 60 | +27,955 | 2300.82% | Q4 2025 | Feb 17, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 28,676 | 7,719 | 3.72% | 3.93% | 61 | -374 | -1.29% | Q4 2025 | Feb 05, 2026 |
| Holistic Financial Partners | History | Added to | 27,706 | 7,457 | 2.7% | 2.98% | 62 | +1,724 | 6.64% | Q4 2025 | Jan 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 27,487 | 7,398 | 0.02% | 0.02% | 63 | -657 | -2.33% | Q4 2025 | Feb 13, 2026 |
| BANK HAPOALIM BM | History | Reduced | 27,156 | 7,311 | 0.64% | 1.02% | 64 | -2,551 | -8.59% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 26,326 | 7,086 | 0.03% | 0.04% | 65 | -933 | -3.42% | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | Reduced | 26,036 | 7,008 | 0.11% | 0.16% | 66 | -2,358 | -8.3% | Q4 2025 | Mar 12, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 25,858 | 6,960 | 0.74% | 0.79% | 67 | -185 | -0.71% | Q4 2025 | Jan 20, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 25,740 | 6,928 | 0.41% | 0.47% | 68 | -260 | -1.0% | Q4 2025 | Feb 17, 2026 |
| Antonelli Financial Advisors, LLC | History | Reduced | 25,446 | 6,850 | 4.5% | 7.21% | 69 | -12,509 | -32.96% | Q4 2025 | Jan 27, 2026 |
| NORDEN GROUP LLC | History | Added to | 25,365 | 6,827 | 0.67% | 0.68% | 70 | +1,536 | 6.45% | Q4 2025 | Jan 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 25,324 | 6,816 | 0.05% | 0.05% | 71 | +1,122 | 4.64% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 25,124 | 6,762 | 0.0% | 0.01% | 72 | +120 | 0.48% | Q4 2025 | Feb 17, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 24,755 | 6,663 | 0.37% | — | 73 | +24,755 | New | Q4 2025 | Feb 04, 2026 |
| Mariner, LLC | History | Added to | 24,707 | 6,650 | 0.01% | 0.01% | 74 | +179 | 0.73% | Q4 2025 | Feb 13, 2026 |
| Somerset Trust Co | History | Reduced | 23,171 | 6,237 | 1.91% | 2.02% | 75 | -171 | -0.73% | Q4 2025 | Jan 09, 2026 |
| SFI Advisors, LLC | History | Reduced | 21,792 | 5,865 | 3.76% | 3.96% | 76 | -430 | -1.94% | Q4 2025 | Feb 11, 2026 |
| Plus Group Wealth Advisors LLC | History | New | 21,754 | 5,855 | 6.5% | — | 77 | +21,754 | New | Q4 2025 | Feb 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 21,668 | 5,832 | 0.03% | 0.04% | 78 | -212 | -0.97% | Q4 2025 | Feb 12, 2026 |
| MeadowBrook Investment Advisors LLC | History | Reduced | 20,317 | 5,468 | 4.66% | 4.93% | 79 | -200 | -0.97% | Q4 2025 | Jan 14, 2026 |
| Cerity Partners LLC | History | Reduced | 20,003 | 5,384 | 0.01% | 0.01% | 80 | -1,317 | -6.18% | Q4 2025 | Feb 11, 2026 |
| Paragon Private Wealth Management, LLC | History | Reduced | 19,176 | 5,161 | 1.58% | 1.83% | 81 | -757 | -3.8% | Q4 2025 | Feb 11, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 18,810 | 5,063 | 0.06% | 0.07% | 82 | -174 | -0.92% | Q4 2025 | Feb 05, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 17,952 | 4,832 | 0.01% | — | 83 | +17,952 | New | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 17,690 | 4,761 | 0.02% | — | 84 | +17,690 | New | Q4 2025 | Feb 13, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | New | 17,103 | 4,603 | 1.49% | — | 85 | +17,103 | New | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Reduced | 17,018 | 4,581 | 0.01% | 0.02% | 86 | -1,497 | -8.09% | Q4 2025 | Jan 26, 2026 |
| Prospera Financial Services Inc | History | Reduced | 16,258 | 4,376 | 0.07% | 0.08% | 87 | -746 | -4.39% | Q4 2025 | Feb 09, 2026 |
| Plotkin Financial Advisors, LLC | History | Reduced | 16,059 | 4,322 | 2.11% | 2.25% | 88 | -178 | -1.1% | Q4 2025 | Feb 19, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 15,460 | 4,161 | 0.45% | 0.45% | 89 | +387 | 2.57% | Q4 2025 | Jan 20, 2026 |
| Quadrature Capital Ltd | History | New | 15,458 | 4,160 | 0.04% | — | 90 | +15,458 | New | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 14,707 | 3,958 | 0.0% | 0.0% | 91 | +216 | 1.49% | Q4 2025 | Feb 06, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 14,646 | 3,942 | 0.05% | 0.08% | 92 | -321 | -2.14% | Q4 2025 | Feb 06, 2026 |
| MGB Wealth Management, LLC | History | Reduced | 13,438 | 3,620 | 1.04% | 1.11% | 93 | -595 | -4.24% | Q4 2025 | Feb 17, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 13,404 | 3,608 | 0.82% | 0.88% | 94 | +5 | 0.04% | Q4 2025 | Jan 21, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 13,219 | 3,558 | 0.78% | 0.84% | 95 | -263 | -1.95% | Q4 2025 | Feb 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 13,046 | 3,511 | 0.02% | — | 96 | +13,046 | New | Q4 2025 | Feb 18, 2026 |
| Proactive Wealth Strategies LLC | History | No change | 13,032 | 3,507 | 1.39% | 1.57% | 97 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| AE Wealth Management LLC | History | Reduced | 12,419 | 3,342 | 0.02% | 0.02% | 99 | -665 | -5.08% | Q4 2025 | Jan 26, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 12,416 | 3,342 | 0.02% | 0.02% | 98 | +504 | 4.23% | Q4 2025 | Jan 29, 2026 |
| Penserra Capital Management LLC | History | New | 12,347 | 3,323 | 0.04% | — | 100 | +12,347 | New | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Added to | 12,244 | 3,295 | 0.0% | 0.0% | 101 | +629 | 5.42% | Q4 2025 | Feb 17, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 12,819 | 3,180 | 0.93% | 1.3% | 102 | -828 | -6.07% | Q4 2025 | Feb 10, 2026 |
| Wealthfront Advisers LLC | History | Added to | 11,758 | 3,165 | 0.01% | 0.01% | 103 | +123 | 1.06% | Q4 2025 | Jan 30, 2026 |
| IFG Advisory, LLC | History | Added to | 11,670 | 3,141 | 0.14% | 0.14% | 104 | +613 | 5.54% | Q4 2025 | Feb 10, 2026 |
| Somerset Group LLC | History | Reduced | 11,427 | 3,108 | 2.34% | 2.54% | 105 | -20 | -0.17% | Q4 2025 | Feb 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 11,502 | 3,096 | 0.04% | 0.04% | 106 | +4,016 | 53.65% | Q4 2025 | Jan 29, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 11,323 | 3,047 | 1.59% | 1.66% | 107 | +40 | 0.35% | Q4 2025 | Feb 10, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 11,185 | 3,010 | 0.0% | — | 108 | +11,185 | New | Q4 2025 | Feb 17, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 11,049 | 2,974 | 0.11% | 0.14% | 109 | -2,203 | -16.62% | Q4 2025 | Feb 17, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 10,970 | 2,952 | 0.04% | 0.05% | 110 | -354 | -3.13% | Q4 2025 | Feb 09, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 10,481 | 2,821 | 0.01% | 0.01% | 111 | -266 | -2.48% | Q4 2025 | Feb 17, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 10,449 | 2,812 | 0.31% | 0.39% | 112 | +92 | 0.89% | Q4 2025 | Feb 11, 2026 |
| Rooted Wealth Advisors, Inc. | History | Added to | 11,151 | 2,769 | 0.78% | 0.8% | 113 | +1,704 | 18.04% | Q4 2025 | Feb 09, 2026 |
| StoneX Group Inc. | History | Reduced | 9,991 | 2,689 | 0.12% | 0.12% | 114 | -155 | -1.53% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | Added to | 9,915 | 2,668 | 0.06% | 0.07% | 115 | +329 | 3.43% | Q4 2025 | Feb 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 9,890 | 2,662 | 0.05% | 0.07% | 116 | -1,801 | -15.41% | Q4 2025 | Feb 09, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 9,808 | 2,660 | 0.0% | 0.0% | 117 | +1,382 | 16.4% | Q4 2025 | Jan 08, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 10,010 | 2,633 | 0.03% | 0.04% | 118 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 9,801 | 2,626 | 0.59% | 0.72% | 119 | -713 | -6.78% | Q4 2025 | Jan 14, 2026 |
| Concentrum Wealth Management | History | Added to | 9,704 | 2,612 | 0.73% | 0.72% | 120 | +830 | 9.35% | Q4 2025 | Feb 04, 2026 |
| Quantum Private Wealth, LLC | History | Added to | 9,695 | 2,609 | 0.76% | 0.66% | 121 | +1,591 | 19.63% | Q4 2025 | Feb 06, 2026 |
| Paller Financial Services Inc | History | New | 9,491 | 2,554 | 2.05% | — | 122 | +9,491 | New | Q4 2025 | Jan 15, 2026 |
| Sowell Financial Services LLC | History | Added to | 9,240 | 2,487 | 0.09% | 0.1% | 123 | +57 | 0.62% | Q4 2025 | Jan 21, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 9,193 | 2,474 | 0.5% | 0.53% | 124 | -470 | -4.86% | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Reduced | 9,009 | 2,425 | 0.0% | 0.02% | 125 | -119,484 | -92.99% | Q4 2025 | Feb 13, 2026 |
| WealthShield Partners, LLC | History | Reduced | 8,994 | 2,421 | 0.27% | 0.29% | 126 | -130 | -1.42% | Q4 2025 | Feb 03, 2026 |
| Sigma Planning Corp | History | Reduced | 8,796 | 2,367 | 0.07% | 0.09% | 127 | -2,033 | -18.77% | Q4 2025 | Jan 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 8,780 | 2,363 | 0.0% | 0.0% | 128 | -517 | -5.56% | Q4 2025 | Feb 10, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 8,575 | 2,308 | 0.19% | 0.21% | 129 | -1 | -0.01% | Q4 2025 | Jan 23, 2026 |
| TriaGen Wealth Management LLC | History | Reduced | 8,552 | 2,302 | 0.6% | 0.64% | 130 | -172 | -1.97% | Q4 2025 | Jan 27, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | New | 8,372 | 2,253 | 1.01% | — | 131 | +8,372 | New | Q4 2025 | Feb 06, 2026 |
| Kovack Advisors, Inc. | History | Added to | 8,332 | 2,242 | 0.1% | 0.15% | 132 | +2,815 | 51.02% | Q4 2025 | Feb 17, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 8,264 | 2,224 | 0.06% | 0.06% | 133 | +142 | 1.75% | Q4 2025 | Feb 17, 2026 |
| MTM Investment Management, LLC | History | Reduced | 8,212 | 2,210 | 0.71% | 0.74% | 134 | -100 | -1.2% | Q4 2025 | Feb 09, 2026 |
| Bawa N Mallick Trust | History | No change | 8,100 | 2,180 | 0.81% | 0.86% | 135 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 8,038 | 2,162 | 0.35% | 0.37% | 136 | -185 | -2.25% | Q4 2025 | Jan 23, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 7,977 | 2,147 | 0.03% | 0.03% | 137 | -5,538 | -40.98% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Reduced | 7,933 | 2,135 | 0.01% | 0.01% | 138 | -134 | -1.66% | Q4 2025 | Jan 29, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 7,911 | 2,129 | 0.7% | 0.77% | 139 | -331 | -4.02% | Q4 2025 | Jan 27, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 7,856 | 2,114 | 0.18% | 0.19% | 140 | -303 | -3.71% | Q4 2025 | Feb 13, 2026 |
| Wagner Wealth Management, LLC | History | No change | 7,830 | 2,107 | 0.45% | 0.51% | 141 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 7,734 | 2,081 | 0.0% | 0.0% | 142 | -41 | -0.53% | Q4 2025 | Feb 10, 2026 |
| GUERRA PAN ADVISORS, LLC | History | Reduced | 7,676 | 2,066 | 1.23% | 1.32% | 143 | -111 | -1.43% | Q4 2025 | Jan 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 7,614 | 2,049 | 0.02% | 0.02% | 144 | +141 | 1.89% | Q4 2025 | Jan 20, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 7,605 | 2,047 | 0.05% | 0.05% | 145 | -99 | -1.29% | Q4 2025 | Feb 17, 2026 |
| Flaharty Asset Management, LLC | History | Added to | 7,537 | 2,028 | 0.25% | 0.27% | 146 | +42 | 0.56% | Q4 2025 | Feb 06, 2026 |
| Apeiron RIA LLC | History | Added to | 7,679 | 2,012 | 0.41% | 0.47% | 147 | +235 | 3.16% | Q4 2025 | Feb 03, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 7,341 | 1,976 | 0.01% | 0.02% | 148 | +34 | 0.47% | Q4 2025 | Feb 18, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 7,325 | 1,972 | 0.47% | 0.5% | 149 | -62 | -0.84% | Q4 2025 | Jan 29, 2026 |
| TradeWell Securities, LLC. | History | Added to | 7,137 | 1,921 | 0.75% | 0.81% | 150 | +245 | 3.55% | Q4 2025 | Feb 09, 2026 |
| Resolute Wealth Strategies, LLC | History | Reduced | 7,039 | 1,894 | 0.83% | 0.9% | 151 | -20 | -0.28% | Q4 2025 | Feb 06, 2026 |
| SP Asset Management LLC | History | Reduced | 6,982 | 1,879 | 0.15% | 0.18% | 152 | -942 | -11.89% | Q4 2025 | Jan 28, 2026 |
| 1776 Wealth LLC | History | Reduced | 6,953 | 1,871 | 0.7% | 0.75% | 153 | -32 | -0.46% | Q4 2025 | Feb 11, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 6,896 | 1,856 | 0.06% | 0.03% | 154 | +2,829 | 69.56% | Q4 2025 | Jan 09, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 6,759 | 1,819 | 0.19% | 0.21% | 155 | -134 | -1.94% | Q4 2025 | Feb 18, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 6,602 | 1,777 | 0.04% | 0.04% | 156 | -9 | -0.14% | Q4 2025 | Feb 06, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 6,531 | 1,758 | 0.04% | 0.04% | 157 | +712 | 12.24% | Q4 2025 | Jan 28, 2026 |
| Atria Investments, Inc | History | Added to | 6,452 | 1,736 | 0.02% | 0.02% | 158 | +341 | 5.58% | Q4 2025 | Feb 05, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 6,433 | 1,731 | 0.06% | 0.12% | 159 | +121 | 1.92% | Q4 2025 | Feb 04, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 6,402 | 1,723 | 0.09% | 0.1% | 160 | -177 | -2.69% | Q4 2025 | Jan 07, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 6,394 | 1,721 | 0.08% | 0.09% | 161 | +73 | 1.15% | Q4 2025 | Feb 13, 2026 |
| TruWealth Advisors, LLC | History | Reduced | 6,355 | 1,710 | 0.08% | 0.09% | 162 | -35 | -0.55% | Q4 2025 | Jan 07, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | Reduced | 6,305 | 1,697 | 1.16% | 1.34% | 163 | -400 | -5.97% | Q4 2025 | Feb 13, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 6,280 | 1,690 | 0.03% | 0.04% | 164 | -52 | -0.82% | Q4 2025 | Feb 17, 2026 |
| Western Wealth Management, LLC | History | Reduced | 6,221 | 1,674 | 0.08% | 0.1% | 165 | -476 | -7.11% | Q4 2025 | Feb 05, 2026 |
| Davis Investment Partners, LLC | History | Added to | 6,265 | 1,663 | 0.58% | 0.58% | 166 | +150 | 2.45% | Q4 2025 | Jan 06, 2026 |
| Forty-three Eighteen Advisors, LLC | History | New | 6,014 | 1,618 | 1.26% | — | 167 | +6,014 | New | Q4 2025 | Mar 16, 2026 |
| Sound Income Strategies, LLC | History | Added to | 6,118 | 1,600 | 0.08% | 0.01% | 168 | +5,277 | 627.47% | Q4 2025 | Jan 21, 2026 |
| Element Wealth, LLC | History | Reduced | 5,752 | 1,548 | 0.64% | 0.73% | 169 | -262 | -4.36% | Q4 2025 | Feb 13, 2026 |
| Sage Capital Management, LLC | History | Reduced | 5,709 | 1,537 | 0.71% | 0.76% | 170 | -362 | -5.96% | Q4 2025 | Jan 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 9,506 | 1,535 | 0.07% | 0.08% | 171 | -1,035 | -9.82% | Q4 2025 | Feb 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 5,652 | 1,521 | 0.07% | 0.08% | 172 | -415 | -6.84% | Q4 2025 | Feb 17, 2026 |
| FSC Wealth Advisors, LLC | History | Reduced | 5,567 | 1,498 | 2.43% | 2.43% | 173 | -9,506 | -63.07% | Q4 2025 | Jan 22, 2026 |
| DAVENPORT & Co LLC | History | Added to | 5,561 | 1,496 | 0.01% | 0.01% | 174 | +42 | 0.76% | Q4 2025 | Jan 12, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Reduced | 5,534 | 1,489 | 0.02% | 0.03% | 175 | -1,658 | -23.05% | Q4 2025 | Feb 10, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | No change | 5,458 | 1,469 | 0.85% | 0.89% | 176 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| US BANCORP \DE\ | History | Added to | 5,408 | 1,455 | 0.0% | 0.0% | 177 | +1,866 | 52.68% | Q4 2025 | Jan 30, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 5,365 | 1,444 | 0.52% | 0.61% | 178 | -53 | -0.98% | Q4 2025 | Jan 26, 2026 |
| HFG Advisors, Inc. | History | Reduced | 5,312 | 1,429 | 1.04% | 1.12% | 179 | -113 | -2.08% | Q4 2025 | Feb 13, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 5,157 | 1,388 | 0.03% | 0.03% | 180 | -65 | -1.24% | Q4 2025 | Feb 03, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 5,111 | 1,386 | 0.0% | 0.0% | 181 | +104 | 2.08% | Q4 2025 | Feb 12, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 5,132 | 1,381 | 0.24% | 0.28% | 182 | -274 | -5.07% | Q4 2025 | Feb 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 5,111 | 1,376 | 0.01% | 0.01% | 183 | -162 | -3.07% | Q4 2025 | Jan 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 5,102 | 1,373 | 0.0% | 0.0% | 184 | -312 | -5.76% | Q4 2025 | Feb 18, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 5,017 | 1,350 | 0.38% | 0.42% | 185 | -149 | -2.88% | Q4 2025 | Feb 05, 2026 |
| VANGUARD GROUP INC | History | Added to | 5,001 | 1,346 | 0.0% | 0.0% | 186 | +3,326 | 198.57% | Q4 2025 | Jan 29, 2026 |
| RFG Advisory, LLC | History | Reduced | 4,983 | 1,341 | 0.03% | 0.06% | 187 | -5,940 | -54.38% | Q4 2025 | Feb 03, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 5,032 | 1,340 | 0.15% | 0.17% | 188 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 4,892 | 1,316 | 0.07% | 0.08% | 189 | -48 | -0.97% | Q4 2025 | Feb 05, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 4,879 | 1,313 | 0.04% | 0.04% | 190 | +445 | 10.04% | Q4 2025 | Feb 12, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 4,875 | 1,312 | 0.14% | 0.17% | 191 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Unconventional Investor, LLC | History | No change | 4,825 | 1,298 | 0.62% | 0.68% | 192 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Ayalon Insurance Comp Ltd. | History | No change | 4,758 | 1,281 | 0.31% | 0.34% | 193 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 4,751 | 1,278 | 0.42% | 0.48% | 194 | -305 | -6.03% | Q4 2025 | Jan 23, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 4,868 | 1,277 | 0.03% | 0.04% | 195 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 4,524 | 1,217 | 0.01% | 0.01% | 196 | +306 | 7.25% | Q4 2025 | Feb 12, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 4,524 | 1,217 | 0.02% | 0.02% | 197 | -75 | -1.63% | Q4 2025 | Jan 22, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 4,524 | 1,217 | 0.03% | 0.03% | 198 | +28 | 0.62% | Q4 2025 | Jan 29, 2026 |
| Keebeck Wealth Management | History | No change | 4,445 | 1,196 | 0.14% | 0.15% | 199 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Global Assets Advisory, LLC | History | No change | 4,403 | 1,185 | 0.34% | 0.37% | 200 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Tudor Financial Inc. | History | Reduced | 4,400 | 1,184 | 0.61% | 0.73% | 201 | -529 | -10.73% | Q4 2025 | Feb 13, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 4,389 | 1,181 | 0.09% | 0.08% | 202 | -125 | -2.77% | Q4 2025 | Feb 17, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 4,326 | 1,164 | 0.03% | 0.03% | 203 | -108 | -2.44% | Q4 2025 | Feb 04, 2026 |
| Capital Investment Counsel, LLC | History | No change | 4,252 | 1,144 | 0.16% | 0.18% | 204 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Bensler, LLC | History | Added to | 4,186 | 1,126 | 0.11% | 0.11% | 205 | +465 | 12.5% | Q4 2025 | Feb 04, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 4,124 | 1,110 | 0.01% | 0.02% | 206 | -58 | -1.39% | Q4 2025 | Feb 03, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 4,104 | 1,104 | 0.12% | 0.13% | 207 | -111 | -2.63% | Q4 2025 | Feb 18, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 4,038 | 1,086 | 0.01% | 0.01% | 208 | +867 | 27.34% | Q4 2025 | Feb 10, 2026 |
| Brookstone Capital Management | History | Added to | 4,020 | 1,082 | 0.01% | 0.01% | 209 | +23 | 0.58% | Q4 2025 | Jan 15, 2026 |
| Mutual Advisors, LLC | History | Added to | 4,011 | 1,079 | 0.02% | 0.02% | 210 | +866 | 27.54% | Q4 2025 | Feb 02, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 4,007 | 1,078 | 0.04% | 0.05% | 211 | +273 | 7.31% | Q4 2025 | Feb 09, 2026 |
| Wagner Wealth Management, Corp | History | New | 3,945 | 1,061 | 1.05% | — | 212 | +3,945 | New | Q4 2025 | Feb 12, 2026 |
| TRUST CO OF OKLAHOMA | History | No change | 3,840 | 1,033 | 0.3% | 0.32% | 213 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 3,785 | 1,026 | 0.1% | 0.11% | 215 | +99 | 2.69% | Q4 2025 | Feb 17, 2026 |
| Princeton Global Asset Management LLC | History | No change | 3,815 | 1,026 | 0.17% | 0.18% | 214 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Sargent Investment Group, LLC | History | New | 3,808 | 1,025 | 0.13% | — | 216 | +3,808 | New | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | No change | 3,700 | 995 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Lido Advisors, LLC | History | Added to | 3,561 | 991 | 0.0% | 0.0% | 218 | +475 | 15.39% | Q4 2025 | Feb 10, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 3,675 | 989 | 0.02% | 0.02% | 219 | +26 | 0.71% | Q4 2025 | Feb 12, 2026 |
| Alchemi Wealth, LLC | History | New | 3,665 | 986 | 0.54% | — | 220 | +3,665 | New | Q4 2025 | Feb 13, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 3,604 | 970 | 0.08% | 0.08% | 221 | +15 | 0.42% | Q4 2025 | Feb 17, 2026 |
| Sepio Capital, LP | History | New | 3,554 | 956 | 0.05% | — | 222 | +3,554 | New | Q4 2025 | Feb 12, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Reduced | 3,536 | 951 | 0.17% | 0.2% | 223 | -189 | -5.07% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Reduced | 3,756 | 949 | 0.0% | 0.07% | 224 | -149,246 | -97.55% | Q4 2025 | Mar 09, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 3,472 | 934 | 0.03% | 0.04% | 225 | -596 | -14.65% | Q4 2025 | Jan 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 3,434 | 924 | 0.0% | 0.0% | 226 | +94 | 2.81% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 3,388 | 911 | 0.01% | — | 228 | +3,388 | New | Q4 2025 | Feb 18, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 3,387 | 911 | 0.19% | 0.21% | 227 | -102 | -2.92% | Q4 2025 | Jan 26, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 3,336 | 897 | 0.01% | 0.01% | 229 | -30 | -0.89% | Q4 2025 | Jan 23, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 3,308 | 890 | 0.11% | 0.16% | 230 | -1,452 | -30.5% | Q4 2025 | Feb 13, 2026 |
| HB Wealth Management, LLC | History | No change | 3,267 | 879 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 3,264 | 878 | 0.07% | 0.07% | 232 | -44 | -1.33% | Q4 2025 | Jan 29, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Reduced | 3,259 | 877 | 0.06% | 0.11% | 233 | -2,247 | -40.81% | Q4 2025 | Feb 12, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 3,178 | 855 | 0.03% | 0.04% | 234 | -476 | -13.03% | Q4 2025 | Jan 12, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 3,159 | 850 | 0.12% | 0.15% | 235 | +74 | 2.4% | Q4 2025 | Feb 04, 2026 |
| Jacobi Capital Management LLC | History | New | 3,140 | 845 | 0.05% | — | 236 | +3,140 | New | Q4 2025 | Feb 13, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | New | 3,058 | 823 | 0.05% | — | 237 | +3,058 | New | Q4 2025 | Jan 20, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 3,040 | 818 | 0.13% | 0.15% | 238 | -35 | -1.14% | Q4 2025 | Feb 17, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 3,024 | 814 | 0.12% | 0.1% | 239 | +601 | 24.8% | Q4 2025 | Feb 04, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 2,994 | 805 | 0.01% | 0.02% | 240 | -15 | -0.5% | Q4 2025 | Jan 16, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 2,985 | 803 | 1.52% | — | 242 | +2,985 | New | Q4 2025 | Feb 18, 2026 |
| Kesler, Norman & Wride, LLC | History | Reduced | 2,986 | 803 | 0.14% | 0.17% | 241 | -608 | -16.92% | Q4 2025 | Feb 10, 2026 |
| 626 Financial, LLC | History | Reduced | 2,950 | 794 | 0.34% | 0.38% | 243 | -115 | -3.75% | Q4 2025 | Feb 05, 2026 |
| Smart Portfolios, LLC | History | Reduced | 2,943 | 792 | 0.79% | 0.8% | 244 | -39 | -1.31% | Q4 2025 | Jan 30, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 2,846 | 766 | 0.0% | 0.01% | 245 | +246 | 9.46% | Q4 2025 | Feb 17, 2026 |
| BETO FINANCIAL GROUP, LLC | History | New | 2,881 | 754 | 0.51% | — | 246 | +2,881 | New | Q4 2025 | Feb 10, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Reduced | 2,774 | 746 | 0.25% | 0.33% | 248 | -608 | -17.98% | Q4 2025 | Feb 06, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 2,752 | 746 | 0.05% | 0.06% | 247 | +1 | 0.04% | Q4 2025 | Jan 15, 2026 |
| Greenspring Advisors, LLC | History | New | 2,765 | 744 | 0.05% | — | 249 | +2,765 | New | Q4 2025 | Feb 10, 2026 |
| Realta Investment Advisors | History | Reduced | 2,758 | 742 | 0.24% | 0.29% | 250 | -306 | -9.99% | Q4 2025 | Jan 20, 2026 |
| Global View Capital Management LLC | History | Added to | 2,734 | 735 | 0.14% | 0.16% | 251 | +88 | 3.33% | Q4 2025 | Jan 14, 2026 |
| Lineweaver Wealth Advisors, LLC | History | No change | 2,717 | 731 | 0.1% | 0.11% | 252 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| PFG Advisors | History | Reduced | 2,699 | 726 | 0.04% | 0.05% | 254 | -1,292 | -32.37% | Q4 2025 | Jan 27, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 2,698 | 726 | 0.01% | 0.01% | 253 | -33 | -1.21% | Q4 2025 | Feb 12, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | Added to | 2,691 | 724 | 0.06% | 0.03% | 255 | +1,621 | 151.5% | Q4 2025 | Feb 09, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 2,877 | 714 | 0.31% | 0.41% | 256 | -197 | -6.41% | Q4 2025 | Feb 13, 2026 |
| Sequent Planning LLC | History | Reduced | 2,618 | 704 | 0.18% | 0.21% | 257 | -72 | -2.68% | Q4 2025 | Feb 05, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 2,856 | 701 | 0.02% | 0.02% | 258 | -114 | -3.84% | Q4 2025 | Feb 09, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 2,597 | 699 | 0.05% | 0.06% | 259 | -104 | -3.85% | Q4 2025 | Jan 21, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 2,517 | 677 | 0.05% | 0.06% | 260 | -277 | -9.91% | Q4 2025 | Feb 03, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 2,513 | 676 | 0.01% | 0.0% | 261 | +2,383 | 1833.08% | Q4 2025 | Feb 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 2,508 | 675 | 0.07% | 0.02% | 262 | +1,728 | 221.54% | Q4 2025 | Jan 23, 2026 |
| MWA Asset Management | History | Reduced | 2,504 | 674 | 0.38% | 0.39% | 263 | -21 | -0.83% | Q4 2025 | Jan 29, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 2,498 | 672 | 0.0% | 0.0% | 264 | +399 | 19.01% | Q4 2025 | Feb 11, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 2,446 | 658 | 0.05% | 0.06% | 265 | -69 | -2.74% | Q4 2025 | Jan 07, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 2,448 | 658 | 0.07% | 0.08% | 266 | -11 | -0.45% | Q4 2025 | Jan 14, 2026 |
| Sherman Wealth Management LLC | History | New | 2,437 | 655 | 0.57% | — | 267 | +2,437 | New | Q4 2025 | Jan 15, 2026 |
| Harvest Investment Services, LLC | History | Added to | 2,429 | 653 | 0.12% | 0.13% | 268 | +87 | 3.71% | Q4 2025 | Feb 17, 2026 |
| First International Bank of Israel Ltd. | History | Reduced | 2,404 | 647 | 0.31% | 0.39% | 269 | -38 | -1.56% | Q4 2025 | Feb 12, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | No change | 2,402 | 646 | 0.3% | 0.31% | 270 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Englebert Financial Advisers, LLC | History | New | 2,389 | 643 | 0.74% | — | 271 | +2,389 | New | Q4 2025 | Feb 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 2,386 | 642 | 0.0% | 0.0% | 272 | -91 | -3.67% | Q4 2025 | Feb 17, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 2,385 | 641 | 0.01% | 0.01% | 273 | +287 | 13.68% | Q4 2025 | Feb 04, 2026 |
| Quad-Cities Investment Group, LLC | History | Reduced | 2,384 | 641 | 0.26% | 0.29% | 274 | -18 | -0.75% | Q4 2025 | Jan 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 2,365 | 637 | 0.05% | 0.03% | 275 | +1,019 | 75.71% | Q4 2025 | Feb 06, 2026 |
| Mission Hills Financial Advisory, LLC | History | Reduced | 2,331 | 627 | 0.33% | 0.36% | 276 | -94 | -3.88% | Q4 2025 | Feb 02, 2026 |
| TopTier Wealth Management, LLC | History | New | 2,300 | 619 | 0.42% | — | 277 | +2,300 | New | Q4 2025 | Feb 12, 2026 |
| Karnit Road Accident Victims Compensation Fund | History | New | 2,270 | 611 | 0.35% | — | 278 | +2,270 | New | Q4 2025 | Feb 17, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 2,264 | 609 | 0.03% | 0.04% | 279 | +176 | 8.43% | Q4 2025 | Jan 28, 2026 |
| Rockline Wealth Management, LLC | History | No change | 2,258 | 607 | 0.12% | 0.13% | 280 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 2,245 | 604 | 0.27% | 0.4% | 281 | -996 | -30.73% | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 2,211 | 599 | 0.02% | 0.04% | 282 | +124 | 5.94% | Q4 2025 | Feb 13, 2026 |
| Mullooly Asset Management, Inc. | History | No change | 2,225 | 598 | 0.22% | 0.24% | 283 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HF Advisory Group, LLC | History | Reduced | 2,214 | 595 | 0.21% | 0.23% | 284 | -58 | -2.55% | Q4 2025 | Jan 23, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 2,206 | 593 | 0.03% | 0.04% | 285 | -301 | -12.01% | Q4 2025 | Feb 06, 2026 |
| Choate Investment Advisors | History | No change | 2,190 | 589 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Berkshire Money Management, Inc. | History | New | 2,188 | 588 | 0.06% | — | 287 | +2,188 | New | Q4 2025 | Jan 27, 2026 |
| REDSTONE WEALTH MANAGEMENT, LLC | History | New | 2,149 | 578 | 0.46% | — | 288 | +2,149 | New | Q4 2025 | Feb 09, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 2,141 | 576 | 0.08% | 0.09% | 289 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 2,115 | 569 | 0.02% | 0.34% | 290 | -27,680 | -92.9% | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 2,110 | 567 | 0.03% | — | 291 | +2,110 | New | Q4 2025 | Jan 21, 2026 |
| MEANS INVESTMENT CO., INC. | History | Reduced | 2,106 | 566 | 0.05% | 0.05% | 292 | -103 | -4.66% | Q4 2025 | Jan 26, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 2,101 | 565 | 0.0% | 0.0% | 293 | -1,295 | -38.13% | Q4 2025 | Feb 12, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | Reduced | 2,125 | 564 | 0.73% | 0.92% | 294 | -41 | -1.89% | Q4 2025 | Jan 07, 2026 |
| Ebert Capital Management Inc. | History | New | 2,155 | 561 | 0.54% | — | 295 | +2,155 | New | Q4 2025 | Feb 04, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 2,073 | 558 | 0.04% | 0.04% | 296 | +5 | 0.24% | Q4 2025 | Jan 23, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | No change | 2,070 | 557 | 0.4% | 0.43% | 297 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Balance Wealth, LLC | History | Added to | 2,025 | 544 | 0.17% | 0.14% | 298 | +67 | 3.42% | Q4 2025 | Jan 21, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 2,011 | 541 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Black Swift Group, LLC | History | New | 2,000 | 538 | 0.09% | — | 300 | +2,000 | New | Q4 2025 | Feb 10, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 2,002 | 538 | 0.1% | 0.11% | 301 | -109 | -5.16% | Q4 2025 | Feb 12, 2026 |
| Fusion Capital, LLC | History | Reduced | 1,954 | 525 | 0.15% | 0.17% | 302 | -79 | -3.89% | Q4 2025 | Feb 04, 2026 |
| Glassman Wealth Services | History | No change | 1,935 | 520 | 0.07% | 0.08% | 303 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CHOREO, LLC | History | Added to | 1,905 | 516 | 0.01% | 0.01% | 304 | +220 | 13.06% | Q4 2025 | Jan 23, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 1,880 | 506 | 0.04% | 0.04% | 305 | -7 | -0.37% | Q4 2025 | Jan 09, 2026 |
| Golden State Wealth Management, LLC | History | No change | 1,880 | 506 | 0.05% | 0.06% | 306 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Spire Wealth Management | History | Added to | 1,876 | 504 | 0.02% | 0.01% | 307 | +641 | 51.9% | Q4 2025 | Jan 14, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 1,865 | 502 | 0.0% | 0.0% | 308 | -1,431 | -43.42% | Q4 2025 | Feb 10, 2026 |
| Signature Wealth Management Partners, LLC | History | No change | 1,867 | 502 | 0.25% | 0.27% | 309 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 1,840 | 495 | 0.02% | 0.04% | 310 | -800 | -30.3% | Q4 2025 | Jan 20, 2026 |
| Claro Advisors Inc. | History | No change | 1,823 | 490 | 0.07% | 0.07% | 311 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Asset Dedication, LLC | History | No change | 1,805 | 485 | 0.03% | 0.03% | 312 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Maltin Wealth Management, Inc. | History | No change | 1,785 | 480 | 0.19% | 0.21% | 313 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| tru Independence LLC | History | No change | 1,774 | 477 | 0.12% | 0.13% | 314 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Sensible Money, LLC | History | No change | 1,765 | 475 | 0.15% | 0.17% | 315 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 1,743 | 469 | 0.01% | 0.02% | 316 | -39 | -2.19% | Q4 2025 | Jan 30, 2026 |
| Trexquant Investment LP | History | Reduced | 1,742 | 468 | 0.0% | 0.01% | 317 | -16 | -0.91% | Q4 2025 | Feb 17, 2026 |
| Madison Wealth Partners, Inc | History | No change | 1,718 | 462 | 0.08% | 0.09% | 318 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 1,700 | 457 | 0.0% | 0.0% | 319 | -10,514 | -86.08% | Q4 2025 | Feb 12, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 1,689 | 454 | 0.01% | 0.01% | 320 | -119 | -6.58% | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | Reduced | 1,672 | 450 | 0.0% | 0.0% | 321 | -290 | -14.78% | Q4 2025 | Feb 13, 2026 |
| Gratus Wealth Advisors, LLC | History | Reduced | 1,664 | 447 | 0.06% | 0.07% | 322 | -49 | -2.86% | Q4 2025 | Feb 04, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 1,630 | 438 | 0.01% | 0.02% | 323 | -82 | -4.79% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,625 | 437 | 0.0% | 0.0% | 324 | -240 | -12.87% | Q4 2025 | Feb 17, 2026 |
| Ridgeline Wealth Planning, LLC | History | No change | 1,627 | 437 | 0.31% | 0.34% | 325 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BlackRock, Inc. | History | Added to | 1,614 | 434 | 0.0% | 0.0% | 326 | +190 | 13.34% | Q4 2025 | Feb 12, 2026 |
| Crown Wealth Group, LLC | History | No change | 1,605 | 432 | 0.12% | 0.13% | 327 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| GARRISON POINT ADVISORS, LLC | History | Added to | 1,579 | 425 | 0.19% | 0.16% | 328 | +238 | 17.75% | Q4 2025 | Feb 13, 2026 |
| PFG Investments, LLC | History | Added to | 1,571 | 422 | 0.02% | 0.02% | 329 | +532 | 51.2% | Q4 2025 | Jan 26, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 1,554 | 418 | 0.01% | 0.01% | 331 | +225 | 16.93% | Q4 2025 | Jan 23, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 1,553 | 418 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BROWN ADVISORY INC | History | Reduced | 1,552 | 417 | 0.0% | 0.0% | 332 | -164 | -9.56% | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 1,549 | 416 | 0.0% | 0.0% | 333 | +679 | 78.05% | Q4 2025 | Jan 26, 2026 |
| Ignite Planners, LLC | History | No change | 1,577 | 411 | 0.06% | 0.07% | 334 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Keystone Financial Group | History | New | 1,516 | 408 | 0.03% | — | 335 | +1,516 | New | Q4 2025 | Feb 06, 2026 |
| CX Institutional | History | Reduced | 1,490 | 401 | 0.01% | 0.01% | 336 | -110 | -6.88% | Q4 2025 | Feb 02, 2026 |
| Belpointe Asset Management LLC | History | Added to | 1,479 | 398 | 0.01% | 0.01% | 337 | +136 | 10.13% | Q4 2025 | Jan 27, 2026 |
| Dakota Wealth Management | History | Added to | 1,474 | 396 | 0.01% | 0.01% | 338 | +124 | 9.19% | Q4 2025 | Jan 13, 2026 |
| Diversified Enterprises, LLC | History | No change | 1,462 | 393 | 0.02% | 0.03% | 339 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 1,456 | 391 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 1,431 | 385 | 0.01% | 0.01% | 341 | +146 | 11.36% | Q4 2025 | Feb 04, 2026 |
| PCG ASSET MANAGEMENT, LLC | History | Reduced | 1,425 | 385 | 0.31% | 0.32% | 342 | -5 | -0.35% | Q4 2025 | Feb 12, 2026 |
| EQUITABLE TRUST CO | History | New | 1,429 | 384 | 0.02% | — | 343 | +1,429 | New | Q4 2025 | Feb 02, 2026 |
| Eagle Strategies LLC | History | Reduced | 1,426 | 383 | 0.05% | 0.05% | 344 | -16 | -1.11% | Q4 2025 | Jan 23, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 1,408 | 379 | 0.01% | 0.01% | 345 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Leelyn Smith, LLC | History | Reduced | 1,398 | 376 | 0.05% | 0.07% | 346 | -289 | -17.13% | Q4 2025 | Jan 28, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 1,372 | 369 | 0.0% | 0.0% | 347 | +1 | 0.07% | Q4 2025 | Feb 06, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 1,358 | 365 | 0.02% | 0.03% | 348 | -519 | -27.65% | Q4 2025 | Feb 13, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 1,360 | 365 | 0.05% | 0.05% | 349 | +75 | 5.84% | Q4 2025 | Jan 14, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 1,353 | 364 | 0.12% | 0.13% | 350 | -19 | -1.38% | Q4 2025 | Feb 03, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 1,355 | 364 | 0.03% | 0.04% | 351 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sather Financial Group Inc | History | No change | 1,340 | 360 | 0.02% | 0.02% | 352 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Evelyn Partners Asset Management Ltd | History | New | 1,330 | 358 | 0.08% | — | 354 | +1,330 | New | Q4 2025 | Feb 13, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 1,331 | 358 | 0.07% | 0.08% | 353 | -60 | -4.31% | Q4 2025 | Jan 21, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 1,308 | 352 | 0.05% | 0.04% | 355 | +341 | 35.26% | Q4 2025 | Feb 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,292 | 347 | 0.0% | 0.0% | 356 | -26,118 | -95.29% | Q4 2025 | Feb 10, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 1,282 | 345 | 0.02% | 0.03% | 357 | -240 | -15.77% | Q4 2025 | Feb 03, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | No change | 1,282 | 345 | 0.08% | 0.09% | 358 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 1,270 | 341 | 0.12% | 0.13% | 359 | -10 | -0.78% | Q4 2025 | Jan 12, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 1,257 | 338 | 0.0% | 0.0% | 360 | -250 | -16.59% | Q4 2025 | Feb 13, 2026 |
| High Net Worth Advisory Group LLC | History | Reduced | 1,255 | 337 | 0.08% | 0.09% | 361 | -125 | -9.06% | Q4 2025 | Jan 23, 2026 |
| NWAM LLC | History | Reduced | 1,263 | 336 | 0.02% | 0.09% | 362 | -4,330 | -77.42% | Q4 2025 | Feb 04, 2026 |
| Emissary Wealth LLC | History | New | 1,245 | 335 | 0.28% | — | 363 | +1,245 | New | Q4 2025 | Jan 27, 2026 |
| Csenge Advisory Group | History | Added to | 1,243 | 334 | 0.02% | 0.02% | 365 | +83 | 7.16% | Q4 2025 | Feb 06, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 1,244 | 334 | 0.02% | 0.02% | 364 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Archer Investment Corp | History | No change | 1,242 | 334 | 0.08% | 0.08% | 366 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Petix & Botte Co | History | No change | 1,234 | 332 | 0.08% | 0.08% | 367 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| NOVEM GROUP | History | Added to | 1,225 | 329 | 0.04% | 0.04% | 368 | +5 | 0.41% | Q4 2025 | Jan 27, 2026 |
| Aspen Capital Management, LLC | History | No change | 1,205 | 324 | 0.08% | 0.09% | 369 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BBR PARTNERS, LLC | History | No change | 1,200 | 323 | 0.02% | 0.02% | 370 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Empower Advisory Group, LLC | History | Added to | 1,194 | 321 | 0.0% | 0.0% | 371 | +341 | 39.98% | Q4 2025 | Feb 12, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 1,191 | 320 | 0.0% | 0.0% | 372 | -272 | -18.59% | Q4 2025 | Feb 13, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 1,183 | 318 | 0.05% | 0.05% | 373 | -6 | -0.5% | Q4 2025 | Feb 11, 2026 |
| Genesee Capital Advisors, LLC | History | No change | 1,175 | 316 | 0.13% | 0.14% | 374 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Focus Partners Wealth | History | New | 1,147 | 308 | 0.0% | — | 375 | +1,147 | New | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 1,122 | 302 | 0.02% | 0.02% | 376 | -8 | -0.71% | Q4 2025 | Jan 05, 2026 |
| Private Advisory Group LLC | History | Added to | 1,117 | 300 | 0.02% | 0.03% | 377 | +13 | 1.18% | Q4 2025 | Jan 15, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 1,109 | 298 | 0.02% | 0.02% | 378 | +15 | 1.37% | Q4 2025 | Jan 23, 2026 |
| Fortis Capital Management LLC | History | New | 1,107 | 297 | 0.04% | — | 379 | +1,107 | New | Q4 2025 | Feb 13, 2026 |
| CERTUITY, LLC | History | Reduced | 1,103 | 296 | 0.02% | 0.02% | 381 | -1 | -0.09% | Q4 2025 | Jan 30, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 1,100 | 296 | 0.03% | 0.03% | 380 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | New | 1,097 | 295 | 0.02% | — | 382 | +1,097 | New | Q4 2025 | Feb 12, 2026 |
| ATX Financial Planning, LLC | History | New | 1,095 | 294 | 0.23% | — | 385 | +1,095 | New | Q4 2025 | Feb 19, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 1,094 | 294 | 0.07% | 0.07% | 384 | -3 | -0.27% | Q4 2025 | Feb 05, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 1,095 | 294 | 0.01% | 0.01% | 383 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 1,083 | 291 | 0.0% | 0.0% | 386 | -19 | -1.72% | Q4 2025 | Feb 17, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 1,077 | 289 | 0.01% | 0.01% | 387 | +306 | 39.69% | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | Reduced | 1,064 | 286 | 0.06% | 0.11% | 390 | -400 | -27.32% | Q4 2025 | Feb 12, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 1,066 | 286 | 0.01% | 0.01% | 389 | -256 | -19.36% | Q4 2025 | Jan 26, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 1,065 | 286 | 0.02% | 0.02% | 391 | -6 | -0.56% | Q4 2025 | Jan 23, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,065 | 286 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 1,537 | 285 | 0.01% | 0.01% | 392 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 1,056 | 284 | 0.02% | 0.02% | 393 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Fortune Financial Group, Inc. | History | New | 951 | 279 | 0.27% | — | 394 | +951 | New | Q4 2025 | Feb 11, 2026 |
| Insight Wealth Strategies, LLC | History | Reduced | 1,034 | 278 | 0.03% | 0.05% | 396 | -377 | -26.72% | Q4 2025 | Jan 02, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Reduced | 1,036 | 278 | 0.16% | 0.2% | 395 | -110 | -9.6% | Q4 2025 | Jan 12, 2026 |
| Advisors Capital Management, LLC | History | Added to | 1,025 | 276 | 0.0% | 0.0% | 397 | +293 | 40.03% | Q4 2025 | Jan 29, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | No change | 1,028 | 276 | 0.2% | 0.21% | 398 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Griffith & Werner, Inc. | History | Added to | 1,024 | 275 | 0.14% | 0.15% | 399 | +10 | 0.99% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 1,018 | 274 | 0.0% | 0.0% | 400 | +23 | 2.31% | Q4 2025 | Feb 12, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 1,004 | 270 | 0.06% | 0.06% | 401 | -6 | -0.59% | Q4 2025 | Jan 16, 2026 |
| August Group Capital Ltd | History | New | 1,000 | 269 | 0.3% | — | 408 | +1,000 | New | Q4 2025 | Feb 12, 2026 |
| Mathes Company, Inc. | History | No change | 1,000 | 269 | 0.1% | 0.1% | 402 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Manchester Capital Management LLC | History | No change | 1,000 | 269 | 0.04% | 0.04% | 403 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Smith Salley Wealth Management | History | No change | 1,000 | 269 | 0.01% | 0.01% | 404 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Peregrine Asset Advisers, Inc. | History | No change | 1,000 | 269 | 0.08% | 0.08% | 405 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Grove Bank & Trust | History | No change | 1,000 | 269 | 0.03% | 0.03% | 406 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| GLOBALT Investments LLC / GA | History | No change | 1,000 | 269 | 0.01% | 0.01% | 407 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Clarus Group, Inc. | History | No change | 981 | 264 | 0.1% | 0.1% | 409 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Asset Allocation Strategies LLC | History | New | 980 | 263 | 0.05% | — | 410 | +980 | New | Q4 2025 | Feb 13, 2026 |
| Modera Wealth Management, LLC | History | No change | 964 | 259 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Austin Wealth Management, LLC | History | No change | 965 | 259 | 0.04% | 0.04% | 412 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Catalina Capital Group, LLC | History | New | 958 | 257 | 0.16% | — | 414 | +958 | New | Q4 2025 | Jan 16, 2026 |
| Strategic Investment Advisors / MI | History | No change | 955 | 257 | 0.02% | 0.02% | 413 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 948 | 255 | 0.0% | 0.0% | 415 | -355 | -27.24% | Q4 2025 | Jan 28, 2026 |
| Dunhill Financial, LLC | History | No change | 950 | 255 | 0.06% | 0.07% | 416 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 945 | 254 | 0.02% | 0.02% | 417 | +90 | 10.53% | Q4 2025 | Feb 18, 2026 |
| COMMERCE BANK | History | No change | 932 | 250 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | No change | 931 | 250 | 0.09% | 0.1% | 419 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| SAPIENT CAPITAL LLC | History | New | 915 | 248 | 0.0% | — | 420 | +915 | New | Q4 2025 | Feb 05, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 913 | 247 | 0.01% | 0.0% | 421 | +559 | 157.91% | Q4 2025 | Jan 26, 2026 |
| ABLE Financial Group, LLC | History | Added to | 911 | 245 | 0.05% | 0.05% | 422 | +13 | 1.45% | Q4 2025 | Jan 23, 2026 |
| Forum Financial Management, LP | History | No change | 905 | 243 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Capital Investment Counsel, Inc | History | No change | 900 | 242 | 0.03% | 0.03% | 424 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | No change | 887 | 238 | 0.04% | 0.05% | 425 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 882 | 237 | 0.0% | 0.01% | 427 | -45 | -4.85% | Q4 2025 | Jan 16, 2026 |
| Huntleigh Advisors, Inc. | History | No change | 883 | 237 | 0.04% | 0.04% | 426 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | No change | 884 | 237 | 0.01% | 0.01% | 428 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| IPG Investment Advisors LLC | History | No change | 880 | 236 | 0.04% | 0.04% | 429 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Brio Consultants, LLC | History | No change | 880 | 236 | 0.03% | 0.03% | 430 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Moment Partners, LLC | History | No change | 878 | 236 | 0.05% | 0.04% | 431 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Integrated Advisors Network LLC | History | New | 866 | 233 | 0.01% | — | 432 | +866 | New | Q4 2025 | Feb 17, 2026 |
| Excelsior Advisor Network LLC | History | New | 862 | 232 | 0.11% | — | 434 | +862 | New | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 863 | 232 | 0.02% | 0.02% | 433 | +25 | 2.98% | Q4 2025 | Jan 26, 2026 |
| Green Ridge Wealth Planning LLC | History | New | 858 | 230 | 0.12% | — | 437 | +858 | New | Q4 2025 | Mar 11, 2026 |
| BOK Financial Private Wealth, Inc. | History | Added to | 855 | 230 | 0.01% | 0.0% | 435 | +655 | 327.5% | Q4 2025 | Feb 06, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | No change | 858 | 230 | 0.1% | 0.11% | 436 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 851 | 229 | 0.01% | 0.02% | 438 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Elk River Wealth Management LLC | History | Reduced | 840 | 226 | 0.04% | 0.04% | 440 | -60 | -6.67% | Q4 2025 | Feb 06, 2026 |
| Waterloo Capital, L.P. | History | No change | 840 | 226 | 0.02% | 0.02% | 439 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| J. Team Financial, Inc. | History | No change | 836 | 225 | 0.22% | 0.24% | 441 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PGIM Custom Harvest LLC | History | No change | 829 | 223 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| October Effect Ltd | History | No change | 831 | 223 | 0.25% | 0.26% | 443 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| REGIONS FINANCIAL CORP | History | New | 821 | 220 | 0.0% | — | 444 | +821 | New | Q4 2025 | Jan 27, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 820 | 220 | 0.03% | 0.04% | 445 | -130 | -13.68% | Q4 2025 | Jan 12, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 807 | 217 | 0.02% | 0.03% | 446 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Clear Point Advisors Inc. | History | No change | 808 | 217 | 0.17% | 0.18% | 447 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 805 | 216 | 0.0% | — | 449 | +805 | New | Q4 2025 | Feb 17, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | New | 805 | 216 | 0.0% | — | 450 | +805 | New | Q4 2025 | Feb 02, 2026 |
| WELCH & FORBES LLC | History | No change | 805 | 216 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Strategic Wealth Investment Group, LLC | History | Reduced | 799 | 215 | 0.03% | 0.02% | 451 | -219 | -21.51% | Q4 2025 | Feb 11, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 797 | 214 | 0.01% | 0.01% | 452 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Summit Financial Strategies, Inc. | History | No change | 795 | 213 | 0.02% | 0.02% | 453 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Bank of New Hampshire | History | New | 790 | 212 | 0.05% | — | 454 | +790 | New | Q4 2025 | Mar 16, 2026 |
| EWA, LLC | History | No change | 784 | 211 | 0.05% | 0.06% | 455 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Dale Q Rice Investment Management Ltd | History | No change | 786 | 211 | 0.15% | 0.16% | 456 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 779 | 209 | 0.01% | — | 458 | +779 | New | Q4 2025 | Feb 17, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 779 | 209 | 0.03% | 0.03% | 457 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 769 | 206 | 0.01% | 0.02% | 459 | -91 | -10.58% | Q4 2025 | Feb 12, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 768 | 206 | 0.11% | 0.13% | 460 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Parkway Wealth Management Group, LLC | History | New | 758 | 204 | 0.03% | — | 461 | +758 | New | Q4 2025 | Feb 10, 2026 |
| Arax Advisory Partners | History | New | 756 | 203 | 0.01% | — | 462 | +756 | New | Q4 2025 | Feb 13, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 753 | 202 | 0.02% | 0.02% | 463 | +11 | 1.48% | Q4 2025 | Jan 13, 2026 |
| Ascent Group, LLC | History | Reduced | 749 | 201 | 0.01% | 0.01% | 465 | -2 | -0.27% | Q4 2025 | Jan 20, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 750 | 201 | 0.01% | 0.01% | 464 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 707 | 190 | 0.06% | 0.06% | 466 | -9 | -1.26% | Q4 2025 | Jan 22, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 691 | 186 | 0.07% | 0.07% | 467 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 686 | 184 | 0.0% | 0.0% | 468 | -13 | -1.86% | Q4 2025 | Feb 02, 2026 |
| Basepoint Wealth LLC | History | New | 649 | 174 | 0.11% | — | 470 | +649 | New | Q4 2025 | Feb 10, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 647 | 174 | 0.02% | 0.03% | 469 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 640 | 172 | 0.07% | 0.3% | 471 | -1,745 | -73.17% | Q4 2025 | Jan 20, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 611 | 164 | 0.03% | 0.04% | 472 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 584 | 157 | 0.05% | 0.03% | 473 | +537 | 1142.55% | Q4 2025 | Jan 20, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 580 | 156 | 0.09% | — | 474 | +580 | New | Q4 2025 | Feb 11, 2026 |
| MidFirst Bank | History | New | 500 | 134 | 0.01% | — | 475 | +500 | New | Q4 2025 | Feb 25, 2026 |
| Parkside Financial Bank & Trust | History | No change | 497 | 133 | 0.01% | 0.01% | 476 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Security National Bank | History | No change | 495 | 133 | 0.02% | 0.02% | 477 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| ABOUND FINANCIAL, LLC | History | New | 455 | 122 | 0.05% | — | 478 | +455 | New | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 428 | 115 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 404 | 108 | 0.04% | 0.03% | 480 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Banque Transatlantique SA | History | No change | 405 | 107 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Lodestone Wealth Management LLC | History | New | 395 | 106 | 0.04% | — | 483 | +395 | New | Q4 2025 | Jan 15, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 396 | 106 | 0.03% | 0.05% | 482 | -90 | -18.52% | Q4 2025 | Feb 10, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 388 | 104 | 0.01% | 0.01% | 484 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| HM PAYSON & CO | History | No change | 372 | 100 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Crews Bank & Trust | History | No change | 356 | 95 | 0.01% | 0.01% | 486 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| WHITTIER TRUST CO | History | No change | 350 | 94 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ATWOOD & PALMER INC | History | No change | 345 | 92 | 0.01% | 0.01% | 488 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 343 | 92 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Reduced | 338 | 90 | 0.03% | 0.05% | 490 | -234 | -40.91% | Q4 2025 | Feb 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 325 | 87 | 0.01% | 0.01% | 491 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 309 | 83 | 0.0% | 0.0% | 492 | +21 | 7.29% | Q4 2025 | Feb 13, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Reduced | 291 | 78 | 0.02% | 0.02% | 493 | -20 | -6.43% | Q4 2025 | Feb 17, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 278 | 74 | 0.05% | 0.06% | 494 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 260 | 69 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Modus Advisors, LLC | History | New | 242 | 65 | 0.02% | — | 496 | +242 | New | Q4 2025 | Feb 11, 2026 |
| Rossby Financial, LCC | History | Reduced | 243 | 65 | 0.02% | 0.02% | 497 | -29 | -10.66% | Q4 2025 | Feb 12, 2026 |
| HHM Wealth Advisors, LLC | History | New | 233 | 62 | 0.01% | — | 498 | +233 | New | Q4 2025 | Jan 22, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 232 | 62 | 0.02% | 0.02% | 499 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Clearstead Advisors, LLC | History | No change | 225 | 60 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 219 | 58 | 0.03% | 0.04% | 501 | -183 | -45.52% | Q4 2025 | Feb 18, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 211 | 57 | 0.01% | 0.01% | 502 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Westfuller Advisors, LLC | History | No change | 215 | 57 | 0.02% | 0.03% | 503 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 212 | 57 | 0.01% | 0.01% | 504 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 206 | 55 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Copia Wealth Management | History | No change | 204 | 54 | 0.04% | 0.04% | 506 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Salomon & Ludwin, LLC | History | No change | 200 | 53 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 200 | 53 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| GoalVest Advisory LLC | History | Reduced | 194 | 52 | 0.01% | 0.02% | 511 | -134 | -40.85% | Q4 2025 | Jan 05, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 194 | 52 | 0.0% | 0.0% | 509 | -7 | -3.48% | Q4 2025 | Jan 20, 2026 |
| West Branch Capital LLC | History | No change | 194 | 52 | 0.01% | 0.01% | 510 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| CENTRAL TRUST Co | History | No change | 188 | 50 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | New | 180 | 48 | 0.0% | — | 513 | +180 | New | Q4 2025 | Feb 17, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 180 | 48 | 0.01% | 0.01% | 514 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Centennial Bank/AR/ | History | No change | 180 | 48 | 0.02% | 0.02% | 515 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Colonial Trust Advisors | History | No change | 155 | 41 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Key FInancial Inc | History | No change | 156 | 41 | 0.01% | 0.01% | 517 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 150 | 40 | 0.0% | — | 519 | +150 | New | Q4 2025 | Jan 30, 2026 |
| WINNOW WEALTH LLC | History | New | 150 | 40 | 0.03% | — | 524 | +150 | New | Q4 2025 | Feb 11, 2026 |
| MCF Advisors LLC | History | No change | 150 | 40 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Morse Asset Management, Inc | History | No change | 149 | 40 | 0.01% | 0.01% | 520 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 150 | 40 | 0.01% | 0.04% | 521 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Abound Wealth Management | History | No change | 150 | 40 | 0.01% | 0.01% | 522 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Whipplewood Advisors, LLC | History | No change | 150 | 40 | 0.03% | 0.03% | 523 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Elevated Capital Advisors, LLC | History | New | 142 | 38 | 0.01% | — | 525 | +142 | New | Q4 2025 | Jan 27, 2026 |
| Osbon Capital Management LLC | History | New | 141 | 37 | 0.03% | — | 526 | +141 | New | Q4 2025 | Mar 16, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 125 | 33 | 0.03% | — | 527 | +125 | New | Q4 2025 | Feb 10, 2026 |
| Providence Capital Advisors, LLC | History | New | 120 | 32 | 0.01% | — | 528 | +120 | New | Q4 2025 | Feb 12, 2026 |
| Hyposwiss Advisors SA | History | New | 120 | 32 | 0.03% | — | 529 | +120 | New | Q4 2025 | Feb 17, 2026 |
| Signature Equity Partners, LLC | History | New | 118 | 31 | 0.02% | — | 530 | +118 | New | Q4 2025 | Feb 17, 2026 |
| CURIO WEALTH, LLC | History | New | 103 | 28 | 0.01% | — | 531 | +103 | New | Q4 2025 | Feb 11, 2026 |
| SHP Wealth Management | History | New | 100 | 26 | 0.0% | — | 537 | +100 | New | Q4 2025 | Mar 04, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 96 | 26 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 100 | 26 | 0.01% | 0.01% | 533 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TRUST CO OF VERMONT | History | No change | 100 | 26 | 0.0% | 0.0% | 534 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 100 | 26 | 0.01% | 0.01% | 535 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| First Command Advisory Services, Inc. | History | No change | 99 | 26 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Y.D. More Investments Ltd | History | No change | 100 | 26 | 0.0% | 0.0% | 538 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| LRI Investments, LLC | History | No change | 100 | 26 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 100 | 26 | 0.02% | 0.02% | 540 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Aventus Investment Advisors, Inc. | History | No change | 94 | 25 | 0.02% | 0.02% | 541 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Laurel Wealth Advisors LLC | History | New | 89 | 23 | 0.0% | — | 542 | +89 | New | Q4 2025 | Jan 30, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 81 | 21 | 0.01% | 0.01% | 543 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Asset Planning,Inc | History | No change | 76 | 20 | 0.01% | 0.02% | 544 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Networth Advisors, LLC | History | New | 69 | 18 | 0.01% | — | 546 | +69 | New | Q4 2025 | Jan 22, 2026 |
| Breakwater Investment Management | History | No change | 68 | 18 | 0.01% | 0.01% | 545 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Park Square Financial Group, LLC | History | No change | 74 | 17 | 0.1% | 0.09% | 547 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 63 | 16 | 0.0% | 0.0% | 552 | -224 | -78.05% | Q4 2025 | Feb 12, 2026 |
| City State Bank | History | New | 60 | 16 | 0.0% | — | 551 | +60 | New | Q4 2025 | Jan 28, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 63 | 16 | 0.0% | 0.0% | 549 | -6 | -8.7% | Q4 2025 | Feb 20, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 60 | 16 | 0.01% | 0.01% | 548 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 63 | 16 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 57 | 15 | 0.0% | 0.0% | 553 | +25 | 78.13% | Q4 2025 | Feb 06, 2026 |
| Activest Wealth Management | History | Reduced | 58 | 15 | 0.0% | 0.0% | 554 | -9 | -13.43% | Q4 2025 | Jan 30, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 54 | 14 | 0.0% | 0.0% | 555 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | New | 50 | 13 | 0.0% | — | 556 | +50 | New | Q4 2025 | Jan 22, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 50 | 13 | 0.0% | 0.0% | 557 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Arlington Trust Co LLC | History | No change | 50 | 13 | 0.0% | 0.0% | 558 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Noble Wealth Management PBC | History | No change | 50 | 13 | 0.01% | 0.01% | 559 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 47 | 12 | 0.01% | 0.04% | 562 | -1,235 | -96.33% | Q4 2025 | Feb 06, 2026 |
| Kingdom Financial Group LLC. | History | New | 47 | 12 | 0.0% | — | 563 | +47 | New | Q4 2025 | Feb 06, 2026 |
| Sunrise Financial Services, LLC | History | New | 46 | 12 | 0.01% | — | 566 | +46 | New | Q4 2025 | Feb 11, 2026 |
| Parallel Advisors, LLC | History | Added to | 45 | 12 | 0.0% | 0.0% | 561 | +32 | 246.15% | Q4 2025 | Feb 11, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 46 | 12 | 0.0% | 0.0% | 560 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Tidemark, LLC | History | No change | 48 | 12 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Hughes Financial Services, LLC | History | No change | 48 | 12 | 0.0% | 0.0% | 565 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Davis Capital Management | History | No change | 44 | 11 | 0.01% | 0.01% | 567 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 43 | 11 | 0.01% | 0.01% | 568 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 39 | 10 | 0.0% | 0.0% | 569 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| POM Investment Strategies, LLC | History | Added to | 36 | 9 | 0.0% | 0.0% | 571 | +32 | 800.0% | Q4 2025 | Feb 17, 2026 |
| Concord Wealth Partners | History | No change | 37 | 9 | 0.0% | 0.0% | 570 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 33 | 8 | 0.0% | — | 573 | +33 | New | Q4 2025 | Feb 09, 2026 |
| SBI Securities Co., Ltd. | History | No change | 32 | 8 | 0.0% | 0.0% | 572 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 29 | 7 | 0.0% | — | 574 | +29 | New | Q4 2025 | Feb 13, 2026 |
| Cresta Advisors, Ltd. | History | New | 29 | 7 | 0.0% | — | 575 | +29 | New | Q4 2025 | Feb 03, 2026 |
| OPTIMA CAPITAL LLC | History | New | 29 | 7 | 0.0% | — | 576 | +29 | New | Q4 2025 | Jan 23, 2026 |
| McIlrath & Eck, LLC | History | No change | 26 | 6 | 0.0% | 0.0% | 577 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Coston, McIsaac & Partners | History | No change | 23 | 6 | 0.0% | 0.0% | 578 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 25 | 6 | 0.0% | 0.0% | 579 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Bogart Wealth, LLC | History | No change | 19 | 5 | 0.0% | 0.0% | 580 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 15 | 4 | 0.0% | 0.0% | 581 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Root Financial Partners, LLC | History | New | 12 | 3 | 0.0% | — | 583 | +12 | New | Q4 2025 | Feb 10, 2026 |
| Blue Trust, Inc. | History | No change | 14 | 3 | 0.0% | 0.0% | 582 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 12 | 3 | 0.0% | 0.0% | 584 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 9 | 2 | 0.0% | — | 588 | +9 | New | Q4 2025 | Feb 10, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 9 | 2 | 0.0% | — | 589 | +9 | New | Q4 2025 | Feb 11, 2026 |
| Ancora Advisors LLC | History | No change | 10 | 2 | 0.0% | 0.0% | 585 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TFC Financial Management, Inc. | History | No change | 9 | 2 | 0.0% | 0.0% | 586 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 10 | 2 | 0.0% | 0.0% | 587 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 5 | 1 | 0.0% | — | 591 | +5 | New | Q4 2025 | Feb 06, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 7 | 1 | 0.0% | 0.0% | 590 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SJS Investment Consulting Inc. | History | No change | 4 | 1 | 0.0% | 0.0% | 592 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| PFS Partners, LLC | History | No change | 4 | 1 | 0.0% | 0.0% | 593 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 5 | 1 | 0.0% | 0.0% | 594 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -650,113 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.25% | — | -31,919 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AVALON CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 1.85% | — | -27,025 | -100.0% | Q3 2025 | Oct 22, 2025 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.08% | — | -24,115 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Horizon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.55% | — | -13,349 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,282 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Global Retirement Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,067 | -100.0% | Q3 2025 | Oct 21, 2025 |
| WMG Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.53% | — | -5,692 | -100.0% | Q3 2025 | Oct 23, 2025 |
| BURKE & HERBERT BANK & TRUST CO | History | Closed out | 0 | 0 | — | 0.31% | — | -5,093 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.12% | — | -3,383 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FSA WEALTH PARTNERS, INC. | History | Closed out | 0 | 0 | — | 0.32% | — | -3,004 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,331 | -100.0% | Q3 2025 | Nov 10, 2025 |
| ICONIQ Capital, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,329 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Worth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -1,408 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.01% | — | -1,347 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,338 | -100.0% | Q3 2025 | Nov 12, 2025 |
| REAP Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,092 | -100.0% | Q3 2025 | Nov 06, 2025 |
| BlueChip Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -1,064 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Balboa Wealth Partners | History | Closed out | 0 | 0 | — | 0.05% | — | -1,050 | -100.0% | Q3 2025 | Nov 06, 2025 |
| RFG - Bristol Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -960 | -100.0% | Q3 2025 | Oct 22, 2025 |
| M&T BANK CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -930 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TOWNSQUARE CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -914 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -908 | -100.0% | Q3 2025 | Oct 23, 2025 |
| NORTHERN TRUST CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -902 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ergawealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -811 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Sovran Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -806 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Joseph P. Lucia & Associates, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -805 | -100.0% | Q3 2025 | Oct 20, 2025 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -794 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Sightline Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -781 | -100.0% | Q3 2025 | Nov 03, 2025 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -734 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Encompass More Asset Management | History | Closed out | 0 | 0 | — | 0.04% | — | -732 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Aspect Partners, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -600 | -100.0% | Q3 2025 | Nov 06, 2025 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -493 | -100.0% | Q3 2025 | Oct 30, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -455 | -100.0% | Q3 2025 | Nov 14, 2025 |
| EASTERN BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -398 | -100.0% | Q3 2025 | Oct 27, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -374 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -213 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Heartwood Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -200 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | 0.01% | — | -106 | -100.0% | Q3 2025 | Nov 12, 2025 |
| AMERICAN NATIONAL BANK & TRUST | History | Closed out | 0 | 0 | — | 0.0% | — | -81 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Integrity Financial Corp /WA | History | Closed out | 0 | 0 | — | 0.01% | — | -68 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -67 | -100.0% | Q3 2025 | Nov 13, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -45 | -100.0% | Q3 2025 | Jan 12, 2026 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Silicon Valley Capital Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Luminist Capital LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| IMG Wealth Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |