FIRST TRUST EXCHANGE-TRADED FUND VIII - FIXD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 8,859,149 | 392,637 | 0.02% | 0.02% | 1 | +208,089 | 2.41% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 7,076,780 | 313,642 | 0.09% | 0.08% | 2 | +612,706 | 9.48% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 5,930,860 | 262,855 | 0.05% | 0.05% | 3 | +241,881 | 4.25% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 3,271,891 | 144,890 | 0.03% | 0.03% | 4 | +518,165 | 18.82% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,896,834 | 128,387 | 0.04% | 0.04% | 5 | +174,165 | 6.4% | Q4 2025 | Feb 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 2,184,264 | 96,806 | 0.03% | 0.03% | 6 | -85,893 | -3.78% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Added to | 1,524,629 | 67,571 | 0.01% | 0.0% | 7 | +806,153 | 112.2% | Q4 2025 | Jan 29, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,440,912 | 63,861 | 0.07% | 0.04% | 8 | +596,226 | 70.59% | Q4 2025 | Feb 06, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,434,811 | 63,591 | 0.01% | — | 9 | +1,434,811 | New | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 1,166,047 | 51,679 | 0.07% | 0.08% | 10 | -115,700 | -9.03% | Q4 2025 | Feb 02, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,014,438 | 44,959 | 0.0% | 0.0% | 11 | +291,483 | 40.32% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 947,529 | 41,994 | 0.05% | 0.05% | 12 | +4,758 | 0.5% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 841,343 | 37,292 | 0.05% | 0.08% | 13 | -388,213 | -31.57% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 777,949 | 34,478 | 0.13% | 0.1% | 14 | +285,894 | 58.1% | Q4 2025 | Feb 18, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 751,719 | 33,316 | 0.09% | 0.11% | 15 | -114,175 | -13.19% | Q4 2025 | Feb 05, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 725,386 | 32,149 | 5.3% | 5.44% | 16 | +9,559 | 1.34% | Q4 2025 | Feb 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 715,285 | 31,769 | 0.06% | 0.05% | 17 | +136,363 | 23.55% | Q4 2025 | Feb 05, 2026 |
| &PARTNERS | History | Reduced | 680,109 | 30,149 | 0.16% | 0.2% | 18 | -12,380 | -1.79% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 633,678 | 28,084 | 0.03% | 0.02% | 19 | +207,841 | 48.81% | Q4 2025 | Feb 13, 2026 |
| Great Lakes Retirement, Inc. | History | Added to | 622,880 | 27,606 | 2.87% | 2.97% | 20 | +10,737 | 1.75% | Q4 2025 | Feb 12, 2026 |
| GDS Wealth Management | History | Added to | 608,154 | 26,953 | 1.69% | 1.53% | 21 | +87,521 | 16.81% | Q4 2025 | Feb 02, 2026 |
| Arax Advisory Partners | History | Reduced | 596,758 | 26,448 | 0.77% | 0.97% | 22 | -1,389,613 | -69.96% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 565,029 | 25,042 | 0.61% | 0.63% | 23 | +5,280 | 0.94% | Q4 2025 | Jan 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 547,397 | 24,260 | 0.03% | 0.04% | 24 | -111,291 | -16.9% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 539,212 | 23,898 | 0.02% | 0.02% | 25 | +12,862 | 2.44% | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 534,862 | 23,705 | 0.04% | 0.04% | 26 | +9,014 | 1.71% | Q4 2025 | Feb 13, 2026 |
| Prospera Financial Services Inc | History | Reduced | 528,388 | 23,423 | 0.38% | 0.4% | 27 | -5,236 | -0.98% | Q4 2025 | Feb 09, 2026 |
| Atria Investments, Inc | History | Added to | 512,188 | 22,700 | 0.26% | 0.25% | 28 | +16,923 | 3.42% | Q4 2025 | Feb 05, 2026 |
| TCP Asset Management, LLC | History | Added to | 408,110 | 18,087 | 3.05% | 2.94% | 29 | +37,179 | 10.02% | Q4 2025 | Jan 07, 2026 |
| LeClair Wealth Partners LLC | History | Reduced | 398,454 | 17,659 | 10.24% | 14.54% | 30 | -127,065 | -24.18% | Q4 2025 | Feb 11, 2026 |
| Alpha Financial Advisors, LLC | History | Added to | 384,721 | 17,050 | 5.21% | 5.52% | 31 | +31,524 | 8.93% | Q4 2025 | Jan 20, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 354,005 | 15,689 | 1.76% | 1.82% | 32 | +10,920 | 3.18% | Q4 2025 | Feb 17, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 331,976 | 14,713 | 0.46% | 0.22% | 33 | +173,336 | 109.26% | Q4 2025 | Jan 05, 2026 |
| Dominguez Wealth Management Solutions, Inc. | History | Added to | 321,384 | 14,243 | 8.71% | 9.0% | 34 | +1,219 | 0.38% | Q4 2025 | Jan 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 299,164 | 13,258 | 0.02% | 0.01% | 35 | +213,683 | 249.98% | Q4 2025 | Mar 16, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 255,678 | 11,331 | 0.03% | 0.03% | 36 | +15,394 | 6.41% | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | Added to | 235,077 | 10,418 | 2.25% | 2.73% | 37 | +5,982 | 2.61% | Q4 2025 | Feb 12, 2026 |
| Larson Financial Group LLC | History | Added to | 226,523 | 10,039 | 0.33% | 0.31% | 38 | +27,387 | 13.75% | Q4 2025 | Feb 06, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 213,208 | 9,449 | 0.02% | 0.02% | 39 | +15,116 | 7.63% | Q4 2025 | Feb 11, 2026 |
| Opes Wealth Management LLC | History | Added to | 210,085 | 9,310 | 1.52% | 1.57% | 40 | +6,141 | 3.01% | Q4 2025 | Feb 02, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 203,182 | 9,005 | 0.01% | 0.01% | 41 | +46,718 | 29.86% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 202,328 | 8,967 | 0.2% | 0.24% | 42 | -6,226 | -2.99% | Q4 2025 | Feb 06, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 188,121 | 8,339 | 0.09% | 0.07% | 43 | +41,841 | 28.6% | Q4 2025 | Feb 02, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 185,609 | 8,226 | 0.14% | 0.12% | 44 | +60,907 | 48.84% | Q4 2025 | Feb 19, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 182,821 | 8,102 | 0.17% | 0.05% | 45 | +135,887 | 289.53% | Q4 2025 | Feb 03, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 181,160 | 8,039 | 2.34% | 2.96% | 46 | -14,018 | -7.18% | Q4 2025 | Feb 10, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 175,118 | 7,761 | 0.04% | 0.03% | 47 | +44,880 | 34.46% | Q4 2025 | Jan 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 172,832 | 7,659 | 0.0% | 0.0% | 48 | +5,436 | 3.25% | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 165,867 | 7,351 | 0.03% | 0.03% | 49 | +2,269 | 1.39% | Q4 2025 | Feb 13, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 151,575 | 6,717 | 2.57% | 2.52% | 50 | +8,589 | 6.01% | Q4 2025 | Feb 05, 2026 |
| Randall & Associates Wealth Management | History | Added to | 140,363 | 6,220 | 4.31% | 4.42% | 51 | +3,166 | 2.31% | Q4 2025 | Jan 14, 2026 |
| ERn Financial, LLC | History | Added to | 136,125 | 6,033 | 1.13% | 1.14% | 52 | +5,841 | 4.48% | Q4 2025 | Jan 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 132,798 | 5,886 | 0.27% | 0.27% | 53 | +2,093 | 1.6% | Q4 2025 | Feb 13, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 131,631 | 5,833 | 0.27% | 0.31% | 54 | -8,482 | -6.05% | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 130,544 | 5,785 | 0.2% | 0.19% | 55 | +10,052 | 8.34% | Q4 2025 | Jan 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 122,070 | 5,410 | 0.0% | 0.0% | 56 | -154,688 | -55.89% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 120,926 | 5,359 | 0.06% | 0.06% | 57 | +4,474 | 3.84% | Q4 2025 | Jan 20, 2026 |
| Private Advisor Group, LLC | History | Reduced | 118,413 | 5,248 | 0.02% | 0.03% | 58 | -337 | -0.28% | Q4 2025 | Feb 17, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 114,874 | 5,102 | 0.5% | 0.54% | 59 | +396 | 0.35% | Q4 2025 | Feb 17, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 113,404 | 5,037 | 0.34% | 0.41% | 60 | -11,290 | -9.05% | Q4 2025 | Jan 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 111,556 | 4,944 | 0.07% | 0.07% | 61 | +1,699 | 1.55% | Q4 2025 | Feb 09, 2026 |
| Equitable Holdings, Inc. | History | Added to | 110,643 | 4,903 | 0.03% | 0.03% | 62 | +8,376 | 8.19% | Q4 2025 | Feb 17, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | New | 109,584 | 4,856 | 2.71% | — | 63 | +109,584 | New | Q4 2025 | Feb 17, 2026 |
| Intrua Financial, LLC | History | Added to | 109,294 | 4,843 | 0.51% | 0.22% | 64 | +64,233 | 142.55% | Q4 2025 | Feb 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 106,490 | 4,719 | 0.05% | 0.04% | 65 | +49,623 | 87.26% | Q4 2025 | Jan 23, 2026 |
| Sequent Planning LLC | History | Reduced | 106,260 | 4,709 | 1.2% | 1.37% | 66 | -2,211 | -2.04% | Q4 2025 | Feb 05, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 105,823 | 4,690 | 0.24% | 0.27% | 67 | -6,150 | -5.49% | Q4 2025 | Feb 05, 2026 |
| ASSETMARK, INC | History | Added to | 102,817 | 4,556 | 0.01% | 0.01% | 68 | +1,656 | 1.64% | Q4 2025 | Jan 23, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 102,666 | 4,550 | 0.96% | 0.97% | 69 | +2,101 | 2.09% | Q4 2025 | Jan 26, 2026 |
| Capital Planning LLC | History | Added to | 101,225 | 4,482 | 1.26% | 1.3% | 70 | +1,026 | 1.02% | Q4 2025 | Jan 23, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 97,585 | 4,324 | 0.1% | 0.11% | 71 | -2,001 | -2.01% | Q4 2025 | Feb 13, 2026 |
| Family Capital Management, Inc. | History | Added to | 96,428 | 4,273 | 1.9% | 1.83% | 72 | +10,091 | 11.69% | Q4 2025 | Jan 27, 2026 |
| Retirement Planning Group, LLC | History | Added to | 96,135 | 4,260 | 0.14% | 0.13% | 73 | +11,316 | 13.34% | Q4 2025 | Feb 03, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 95,534 | 4,234 | 1.34% | 1.41% | 74 | -1,108 | -1.15% | Q4 2025 | Feb 03, 2026 |
| CWM, LLC | History | Added to | 92,702 | 4,109 | 0.01% | 0.01% | 75 | +13,212 | 16.62% | Q4 2025 | Jan 26, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 91,488 | 4,054 | 0.1% | 0.1% | 76 | +5,790 | 6.76% | Q4 2025 | Jan 29, 2026 |
| Mutual Advisors, LLC | History | Reduced | 90,714 | 4,020 | 0.09% | 0.09% | 77 | -2,479 | -2.66% | Q4 2025 | Feb 02, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 86,208 | 3,820 | 0.08% | 0.09% | 78 | -5,512 | -6.01% | Q4 2025 | Feb 06, 2026 |
| World Investment Advisors | History | Added to | 86,013 | 3,812 | 0.06% | 0.07% | 79 | +10,508 | 13.92% | Q4 2025 | Mar 12, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 83,625 | 3,706 | 0.4% | 0.44% | 80 | -4,972 | -5.61% | Q4 2025 | Jan 23, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 81,277 | 3,602 | 0.92% | 0.92% | 81 | +1,595 | 2.0% | Q4 2025 | Jan 07, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 76,839 | 3,405 | 1.06% | 1.07% | 82 | +665 | 0.87% | Q4 2025 | Jan 22, 2026 |
| FAGAN ASSOCIATES, INC. | History | Reduced | 76,416 | 3,386 | 0.45% | 0.48% | 83 | -1,815 | -2.32% | Q4 2025 | Jan 30, 2026 |
| CFO4Life Group, LLC | History | Reduced | 75,543 | 3,348 | 0.48% | 0.52% | 84 | -4,554 | -5.69% | Q4 2025 | Feb 06, 2026 |
| Betterment LLC | History | Added to | 71,637 | 3,175 | 0.01% | 0.01% | 85 | +3,749 | 5.52% | Q4 2025 | Feb 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 71,386 | 3,163 | 0.04% | 0.07% | 86 | -13,972 | -16.37% | Q4 2025 | Jan 29, 2026 |
| COMERICA BANK | History | Added to | 70,913 | 3,142 | 0.01% | 0.01% | 87 | +15,945 | 29.01% | Q4 2025 | Jan 29, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 70,245 | 3,113 | 0.08% | 0.09% | 88 | -1,769 | -2.46% | Q4 2025 | Feb 17, 2026 |
| Kovack Advisors, Inc. | History | New | 70,218 | 3,112 | 0.14% | — | 89 | +70,218 | New | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 69,209 | 3,067 | 0.04% | 0.03% | 90 | +5,160 | 8.06% | Q4 2025 | Feb 02, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 68,599 | 3,040 | 0.0% | 0.0% | 91 | -1,036 | -1.49% | Q4 2025 | Feb 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 68,556 | 3,038 | 0.06% | 0.08% | 92 | -14,723 | -17.68% | Q4 2025 | Feb 09, 2026 |
| RFG Advisory, LLC | History | Added to | 67,971 | 3,012 | 0.06% | 0.06% | 93 | +1,682 | 2.54% | Q4 2025 | Feb 03, 2026 |
| StoneX Group Inc. | History | Added to | 67,950 | 3,011 | 0.13% | 0.03% | 94 | +52,595 | 342.53% | Q4 2025 | Feb 12, 2026 |
| Westside Investment Management, Inc. | History | Added to | 67,595 | 2,995 | 0.48% | 0.44% | 95 | +5,120 | 8.2% | Q4 2025 | Jan 23, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 66,655 | 2,954 | 0.41% | 0.41% | 96 | +2,275 | 3.53% | Q4 2025 | Feb 04, 2026 |
| Core Wealth Partners LLC | History | Added to | 64,389 | 2,853 | 1.28% | 1.16% | 97 | +7,392 | 12.97% | Q4 2025 | Feb 17, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 62,476 | 2,766 | 0.81% | 0.81% | 98 | +6,267 | 11.15% | Q4 2025 | Jan 06, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Reduced | 62,065 | 2,750 | 0.32% | 0.57% | 99 | -42,571 | -40.68% | Q4 2025 | Jan 12, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 61,323 | 2,717 | 0.14% | 0.22% | 100 | -17,805 | -22.5% | Q4 2025 | Jan 26, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 57,539 | 2,550 | 0.48% | 0.66% | 101 | -16,602 | -22.39% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 57,441 | 2,545 | 0.02% | 0.02% | 102 | +2,893 | 5.3% | Q4 2025 | Feb 12, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 54,923 | 2,434 | 0.39% | 0.45% | 103 | -1,289 | -2.29% | Q4 2025 | Feb 17, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 52,356 | 2,320 | 0.08% | 0.04% | 104 | +29,699 | 131.08% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 50,940 | 2,257 | 0.01% | 0.01% | 105 | -2,411 | -4.52% | Q4 2025 | Feb 12, 2026 |
| Global View Capital Management LLC | History | Reduced | 49,797 | 2,207 | 0.41% | 0.53% | 106 | -6,087 | -10.89% | Q4 2025 | Jan 14, 2026 |
| Western Wealth Management, LLC | History | Added to | 49,695 | 2,202 | 0.1% | 0.09% | 107 | +11,384 | 29.71% | Q4 2025 | Feb 05, 2026 |
| AE Wealth Management LLC | History | Reduced | 49,671 | 2,201 | 0.01% | 0.01% | 108 | -266 | -0.53% | Q4 2025 | Jan 26, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 49,328 | 2,186 | 0.06% | 0.05% | 109 | +5,634 | 12.89% | Q4 2025 | Jan 23, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 49,019 | 2,172 | 0.01% | 0.01% | 110 | +1,814 | 3.84% | Q4 2025 | Jan 29, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 46,666 | 2,068 | 0.08% | 0.11% | 111 | +10,110 | 27.66% | Q4 2025 | Feb 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 46,637 | 2,066 | 0.28% | — | 112 | +46,637 | New | Q4 2025 | Feb 09, 2026 |
| First Financial Group Corp | History | Reduced | 45,626 | 2,022 | 1.72% | 1.84% | 113 | -2,065 | -4.33% | Q4 2025 | Jan 28, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 41,905 | 1,857 | 0.02% | 0.02% | 114 | -8,525 | -16.9% | Q4 2025 | Feb 13, 2026 |
| American Financial Advisors, LLC | History | Reduced | 40,030 | 1,774 | 0.23% | 0.31% | 115 | -14,342 | -26.38% | Q4 2025 | Feb 03, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 39,684 | 1,756 | 0.0% | 0.0% | 116 | +2,348 | 6.29% | Q4 2025 | Jan 08, 2026 |
| Entruity Wealth, LLC | History | Added to | 39,476 | 1,749 | 1.25% | 0.56% | 117 | +23,326 | 144.43% | Q4 2025 | Feb 03, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 37,021 | 1,640 | 0.2% | 0.33% | 118 | -15,070 | -28.93% | Q4 2025 | Jan 09, 2026 |
| Drake & Associates, LLC | History | Reduced | 36,947 | 1,637 | 0.33% | 0.39% | 119 | -5,038 | -12.0% | Q4 2025 | Feb 23, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 36,721 | 1,627 | 1.11% | 1.3% | 120 | -5,619 | -13.27% | Q4 2025 | Jan 22, 2026 |
| HCR Wealth Advisors | History | Added to | 36,345 | 1,610 | 0.16% | 0.17% | 121 | +287 | 0.8% | Q4 2025 | Jan 27, 2026 |
| Maia Wealth LLC | History | Reduced | 35,767 | 1,596 | 0.27% | 0.3% | 123 | -4,056 | -10.19% | Q4 2025 | Feb 17, 2026 |
| IFG Advisory, LLC | History | Reduced | 36,027 | 1,596 | 0.07% | 0.08% | 122 | -3,065 | -7.84% | Q4 2025 | Feb 10, 2026 |
| NewSquare Capital LLC | History | Reduced | 35,512 | 1,573 | 0.14% | 0.12% | 124 | -2,900 | -7.55% | Q4 2025 | Feb 17, 2026 |
| Csenge Advisory Group | History | Reduced | 35,241 | 1,561 | 0.07% | 0.12% | 125 | -19,531 | -35.66% | Q4 2025 | Feb 06, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 35,175 | 1,558 | 0.17% | 0.18% | 126 | +5,356 | 17.96% | Q4 2025 | Feb 11, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 34,221 | 1,516 | 0.06% | 0.06% | 127 | -582 | -1.67% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 34,070 | 1,509 | 0.0% | — | 128 | +34,070 | New | Q4 2025 | Feb 17, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 33,630 | 1,498 | 0.66% | 0.76% | 129 | -2,261 | -6.3% | Q4 2025 | Feb 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 31,912 | 1,414 | 0.01% | 0.01% | 130 | +3,625 | 12.82% | Q4 2025 | Feb 18, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 31,082 | 1,377 | 0.61% | 0.61% | 131 | -576 | -1.82% | Q4 2025 | Feb 17, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 30,115 | 1,334 | 0.48% | 0.94% | 132 | -22,578 | -42.85% | Q4 2025 | Jan 26, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 30,054 | 1,331 | 0.04% | 0.06% | 133 | +7,479 | 33.13% | Q4 2025 | Feb 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 28,694 | 1,271 | 0.08% | 0.09% | 134 | -1,572 | -5.19% | Q4 2025 | Feb 06, 2026 |
| Brookstone Capital Management | History | Reduced | 28,595 | 1,267 | 0.01% | 0.02% | 135 | -1,092 | -3.68% | Q4 2025 | Jan 15, 2026 |
| National Wealth Management Group, LLC | History | Added to | 27,637 | 1,224 | 0.42% | 0.38% | 136 | +4,865 | 21.36% | Q4 2025 | Jan 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 27,510 | 1,219 | 0.02% | 0.02% | 137 | +629 | 2.34% | Q4 2025 | Jan 29, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 26,703 | 1,183 | 0.03% | 0.03% | 138 | -174 | -0.65% | Q4 2025 | Feb 17, 2026 |
| Richmond Investment Services, LLC | History | Added to | 26,466 | 1,172 | 0.2% | 0.22% | 139 | +64 | 0.24% | Q4 2025 | Feb 12, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Reduced | 26,303 | 1,165 | 0.27% | 0.32% | 140 | -3,268 | -11.05% | Q4 2025 | Jan 28, 2026 |
| Claris Financial LLC | History | New | 25,503 | 1,130 | 0.6% | — | 141 | +25,503 | New | Q4 2025 | Feb 19, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 24,794 | 1,098 | 0.05% | 0.06% | 142 | -7,454 | -23.11% | Q4 2025 | Jan 06, 2026 |
| Andina Capital Management, LLC | History | Reduced | 24,620 | 1,091 | 0.66% | 0.75% | 143 | -5,181 | -17.39% | Q4 2025 | Feb 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 24,038 | 1,065 | 0.0% | 0.0% | 144 | +766 | 3.29% | Q4 2025 | Feb 06, 2026 |
| Sun Financial Inc | History | New | 23,338 | 1,034 | 0.58% | — | 145 | +23,338 | New | Q4 2025 | Feb 02, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 22,510 | 997 | 0.19% | 0.2% | 146 | -156 | -0.69% | Q4 2025 | Jan 21, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 22,482 | 996 | 0.01% | 0.02% | 147 | -3,884 | -14.73% | Q4 2025 | Feb 10, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 22,081 | 978 | 0.08% | 0.08% | 148 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PFG Advisors | History | Reduced | 21,698 | 961 | 0.05% | 0.07% | 149 | -17,891 | -45.19% | Q4 2025 | Jan 27, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 21,519 | 953 | 0.05% | 0.05% | 150 | +107 | 0.5% | Q4 2025 | Jan 07, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 21,496 | 952 | 0.05% | 0.19% | 152 | -38,987 | -64.46% | Q4 2025 | Feb 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 21,496 | 952 | 0.01% | 0.0% | 151 | +15,892 | 283.58% | Q4 2025 | Feb 06, 2026 |
| CLG LLC | History | Reduced | 21,109 | 935 | 0.23% | 0.27% | 153 | -1,247 | -5.58% | Q4 2025 | Jan 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 21,095 | 934 | 0.01% | 0.01% | 154 | +2,503 | 13.46% | Q4 2025 | Jan 26, 2026 |
| Advisory Alpha, LLC | History | Added to | 20,770 | 920 | 0.03% | 0.03% | 155 | +376 | 1.84% | Q4 2025 | Feb 06, 2026 |
| Laraway Financial Advisors Inc | History | Reduced | 20,708 | 917 | 0.6% | 0.63% | 156 | -94 | -0.45% | Q4 2025 | Feb 13, 2026 |
| First PREMIER Bank | History | No change | 19,170 | 850 | 0.19% | 0.19% | 157 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BEACON FINANCIAL GROUP | History | New | 19,110 | 846 | 0.08% | — | 158 | +19,110 | New | Q4 2025 | Apr 01, 2026 |
| Creative Planning | History | Reduced | 18,690 | 828 | 0.0% | 0.0% | 159 | -1,676 | -8.23% | Q4 2025 | Feb 17, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 18,553 | 822 | 0.24% | 0.48% | 160 | -15,804 | -46.0% | Q4 2025 | Feb 10, 2026 |
| Allen Capital Group, LLC | History | Reduced | 18,325 | 812 | 0.07% | 0.08% | 161 | -1,601 | -8.03% | Q4 2025 | Feb 09, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 18,103 | 802 | 0.08% | 0.09% | 162 | +37 | 0.2% | Q4 2025 | Feb 13, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 17,479 | 774 | 0.11% | 0.12% | 163 | +775 | 4.64% | Q4 2025 | Jan 21, 2026 |
| Mach-1 Financial Group, LLC | History | New | 17,461 | 773 | 0.16% | — | 164 | +17,461 | New | Q4 2025 | Feb 06, 2026 |
| GSG Advisors LLC | History | Reduced | 17,311 | 767 | 0.2% | 0.21% | 165 | -640 | -3.57% | Q4 2025 | Jan 08, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 17,295 | 766 | 0.01% | 0.01% | 166 | +1,570 | 9.98% | Q4 2025 | Jan 16, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 17,271 | 765 | 0.23% | 0.25% | 167 | -704 | -3.92% | Q4 2025 | Jan 29, 2026 |
| United Advisor Group, LLC | History | Reduced | 16,731 | 741 | 0.09% | 0.14% | 168 | -6,782 | -28.84% | Q4 2025 | Jan 26, 2026 |
| Sigma Planning Corp | History | Reduced | 16,154 | 715 | 0.02% | 0.05% | 169 | -19,491 | -54.68% | Q4 2025 | Jan 30, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 15,457 | 685 | 0.2% | 0.2% | 170 | +120 | 0.78% | Q4 2025 | Jan 22, 2026 |
| Altus Wealth Group LLC | History | Reduced | 15,224 | 674 | 0.27% | 0.28% | 171 | -365 | -2.34% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 14,267 | 632 | 0.04% | 0.04% | 172 | +1,527 | 11.99% | Q4 2025 | Jan 21, 2026 |
| Savvy Advisors, Inc. | History | Added to | 14,231 | 630 | 0.02% | 0.03% | 173 | +1,019 | 7.71% | Q4 2025 | Jan 20, 2026 |
| Rossby Financial, LCC | History | Added to | 14,104 | 625 | 0.19% | 0.2% | 174 | +261 | 1.89% | Q4 2025 | Feb 12, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 13,772 | 610 | 0.01% | 0.01% | 175 | -291 | -2.07% | Q4 2025 | Feb 03, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 13,750 | 609 | 0.21% | 0.27% | 176 | -1,098 | -7.39% | Q4 2025 | Feb 09, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 13,519 | 599 | 0.04% | 0.04% | 177 | +1,592 | 13.35% | Q4 2025 | Feb 10, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 13,294 | 589 | 1.11% | — | 179 | +13,294 | New | Q4 2025 | Feb 18, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 13,296 | 589 | 0.25% | 0.25% | 178 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Engineers Gate Manager LP | History | New | 12,951 | 573 | 0.01% | — | 180 | +12,951 | New | Q4 2025 | Feb 17, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Reduced | 12,919 | 572 | 0.41% | 0.42% | 181 | -10 | -0.08% | Q4 2025 | Jan 14, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 12,899 | 571 | 0.13% | — | 182 | +12,899 | New | Q4 2025 | Feb 18, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 12,589 | 557 | 0.05% | 0.07% | 183 | +1,220 | 10.73% | Q4 2025 | Jan 22, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Reduced | 12,319 | 545 | 0.18% | 0.3% | 184 | -2,449 | -16.58% | Q4 2025 | Jan 23, 2026 |
| Sound Income Strategies, LLC | History | Added to | 12,208 | 542 | 0.03% | — | 185 | +12,207 | 1220700.0% | Q4 2025 | Jan 21, 2026 |
| Advisory Services Network, LLC | History | Reduced | 12,211 | 541 | 0.01% | 0.01% | 186 | -1,277 | -9.47% | Q4 2025 | Feb 17, 2026 |
| KG&L Capital Management,LLC | History | Added to | 12,207 | 541 | 0.13% | 0.13% | 187 | +875 | 7.72% | Q4 2025 | Jan 23, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 12,033 | 533 | 0.04% | 0.04% | 188 | -368 | -2.97% | Q4 2025 | Jan 29, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 11,632 | 515 | 0.05% | 0.04% | 189 | +2,082 | 21.8% | Q4 2025 | Jan 26, 2026 |
| BAM Wealth Management, LLC | History | New | 11,608 | 514 | 0.37% | — | 190 | +11,608 | New | Q4 2025 | Jan 20, 2026 |
| Holos Integrated Wealth LLC | History | Reduced | 11,563 | 512 | 0.29% | 0.45% | 191 | -5,495 | -32.21% | Q4 2025 | Jan 05, 2026 |
| Summit Financial, LLC | History | Reduced | 11,196 | 496 | 0.01% | 0.01% | 192 | -251 | -2.19% | Q4 2025 | Feb 13, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 10,802 | 478 | 0.16% | 1.48% | 194 | -86,075 | -88.85% | Q4 2025 | Feb 05, 2026 |
| CITIGROUP INC | History | Added to | 10,789 | 478 | 0.0% | 0.0% | 193 | +1,644 | 17.98% | Q4 2025 | Feb 13, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 10,564 | 468 | 0.04% | 0.06% | 195 | -4,789 | -31.19% | Q4 2025 | Jan 23, 2026 |
| DAVENPORT & Co LLC | History | Added to | 10,547 | 467 | 0.0% | 0.0% | 196 | +1,492 | 16.48% | Q4 2025 | Jan 12, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 10,370 | 459 | 0.05% | 0.05% | 197 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Composition Wealth, LLC | History | Added to | 10,089 | 447 | 0.01% | 0.01% | 198 | +628 | 6.64% | Q4 2025 | Feb 02, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 10,030 | 444 | 0.01% | 0.2% | 199 | -142,260 | -93.41% | Q4 2025 | Jan 09, 2026 |
| Asset One Wealth Management LLC | History | New | 10,041 | 444 | 0.06% | — | 201 | +10,041 | New | Q4 2025 | Feb 17, 2026 |
| Focus Financial Network, Inc. | History | Added to | 10,035 | 444 | 0.02% | 0.02% | 200 | +445 | 4.64% | Q4 2025 | Jan 12, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 9,871 | 437 | 0.0% | 0.0% | 202 | -151,800 | -93.89% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 9,835 | 435 | 0.06% | — | 203 | +9,835 | New | Q4 2025 | Feb 17, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 9,734 | 431 | 0.06% | 0.15% | 204 | -12,059 | -55.33% | Q4 2025 | Jan 08, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 9,675 | 428 | 0.01% | 0.01% | 205 | +532 | 5.82% | Q4 2025 | Feb 12, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | No change | 9,388 | 416 | 0.13% | 0.14% | 206 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 9,302 | 412 | 0.01% | 0.01% | 207 | +19 | 0.2% | Q4 2025 | Jan 22, 2026 |
| Lighthouse Wealth Management Inc. | History | Reduced | 8,902 | 394 | 0.27% | 0.34% | 208 | -659 | -6.89% | Q4 2025 | Jan 15, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 8,732 | 387 | 0.15% | 0.22% | 209 | -3,882 | -30.78% | Q4 2025 | Feb 13, 2026 |
| Seascape Capital Management | History | New | 8,612 | 382 | 0.11% | — | 210 | +8,612 | New | Q4 2025 | Jan 21, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 8,612 | 381 | 0.02% | 0.02% | 211 | +1 | 0.01% | Q4 2025 | Feb 13, 2026 |
| EQ LLC | History | Reduced | 8,286 | 367 | 0.11% | 0.31% | 212 | -12,483 | -60.1% | Q4 2025 | Feb 10, 2026 |
| Spire Wealth Management | History | Reduced | 8,188 | 362 | 0.01% | 0.01% | 214 | -1,088 | -11.73% | Q4 2025 | Jan 14, 2026 |
| Old Port Advisors | History | Reduced | 8,174 | 362 | 0.09% | 0.09% | 213 | -325 | -3.82% | Q4 2025 | Jan 08, 2026 |
| OneAscent Financial Services LLC | History | New | 8,057 | 357 | 0.03% | — | 215 | +8,057 | New | Q4 2025 | Feb 11, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 7,995 | 354 | 0.04% | 0.05% | 216 | -124 | -1.53% | Q4 2025 | Jan 26, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 7,942 | 351 | 0.02% | 0.03% | 218 | -9,929 | -55.56% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 7,937 | 351 | 0.0% | — | 217 | +7,937 | New | Q4 2025 | Feb 17, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 7,897 | 349 | 0.03% | 0.03% | 219 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| RDA Financial Network | History | Reduced | 7,843 | 347 | 0.08% | 0.57% | 220 | -44,367 | -84.98% | Q4 2025 | Jan 06, 2026 |
| Keystone Financial Group | History | New | 7,793 | 345 | 0.03% | — | 221 | +7,793 | New | Q4 2025 | Feb 06, 2026 |
| Kingdom Financial Group LLC. | History | New | 7,749 | 343 | 0.11% | — | 222 | +7,749 | New | Q4 2025 | Feb 06, 2026 |
| ABLE Financial Group, LLC | History | Added to | 7,733 | 342 | 0.07% | 0.07% | 223 | +158 | 2.09% | Q4 2025 | Jan 23, 2026 |
| Cerity Partners LLC | History | Reduced | 7,628 | 338 | 0.0% | 0.0% | 224 | -6,430 | -45.74% | Q4 2025 | Feb 11, 2026 |
| Regal Investment Advisors LLC | History | Added to | 7,168 | 317 | 0.02% | 0.02% | 225 | +28 | 0.39% | Q4 2025 | Feb 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 7,385 | 310 | 0.01% | 0.01% | 226 | -235 | -3.08% | Q4 2025 | Feb 11, 2026 |
| Newbridge Financial Services Group, Inc. | History | New | 6,928 | 307 | 0.05% | — | 227 | +6,928 | New | Q4 2025 | Jan 21, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 6,724 | 298 | 0.03% | 0.03% | 228 | +860 | 14.67% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 6,703 | 297 | 0.0% | — | 229 | +6,703 | New | Q4 2025 | Feb 17, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 6,641 | 294 | 0.08% | 0.07% | 231 | +437 | 7.04% | Q4 2025 | Jan 07, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 6,637 | 294 | 0.02% | 0.02% | 230 | +2 | 0.03% | Q4 2025 | Jan 09, 2026 |
| CHOREO, LLC | History | No change | 6,559 | 292 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Blackhawk Capital Partners, LLC | History | Reduced | 6,486 | 287 | 0.11% | 1.32% | 233 | -70,129 | -91.53% | Q4 2025 | Feb 04, 2026 |
| Vise Technologies, Inc. | History | New | 6,450 | 285 | 0.01% | — | 234 | +6,450 | New | Q4 2025 | Feb 11, 2026 |
| GeoWealth Management, LLC | History | Added to | 6,429 | 284 | 0.01% | 0.01% | 235 | +77 | 1.21% | Q4 2025 | Feb 17, 2026 |
| Cooper Financial Group | History | Added to | 6,421 | 284 | 0.03% | 0.03% | 236 | +67 | 1.05% | Q4 2025 | Jan 08, 2026 |
| Omnitrust Wealth Management, Inc | History | New | 6,299 | 279 | 0.35% | — | 237 | +6,299 | New | Q4 2025 | Feb 11, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 6,191 | 274 | 0.0% | 0.01% | 240 | -2,692 | -30.31% | Q4 2025 | Feb 17, 2026 |
| EdgeRock Capital LLC | History | Reduced | 6,187 | 274 | 0.07% | 0.08% | 239 | -407 | -6.17% | Q4 2025 | Jan 14, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Reduced | 6,178 | 274 | 0.18% | 0.16% | 238 | -141 | -2.23% | Q4 2025 | Feb 12, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 6,149 | 272 | 0.05% | 0.04% | 241 | +1,530 | 33.12% | Q4 2025 | Feb 13, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 6,070 | 269 | 0.11% | 0.11% | 242 | +39 | 0.65% | Q4 2025 | Jan 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 5,789 | 256 | 0.01% | — | 243 | +5,789 | New | Q4 2025 | Feb 09, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Reduced | 5,788 | 256 | 0.07% | 0.09% | 245 | -1,182 | -16.96% | Q4 2025 | Feb 05, 2026 |
| Beacon Financial Advisory LLC | History | No change | 5,782 | 256 | 0.06% | 0.06% | 244 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Worth Financial Advisory Group, LLC | History | New | 5,722 | 253 | 0.12% | — | 246 | +5,722 | New | Q4 2025 | Jan 16, 2026 |
| American Institute for Advanced Investment Management, LLP | History | New | 5,685 | 251 | 0.16% | — | 247 | +5,685 | New | Q4 2025 | Feb 04, 2026 |
| Waverly Advisors, LLC | History | Reduced | 5,421 | 240 | 0.0% | 0.01% | 249 | -21,230 | -79.66% | Q4 2025 | Feb 17, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 5,431 | 240 | 0.01% | 0.01% | 248 | -256 | -4.5% | Q4 2025 | Feb 17, 2026 |
| ROI Financial Advisors, LLC | History | New | 5,311 | 235 | 0.13% | — | 250 | +5,311 | New | Q4 2025 | Feb 13, 2026 |
| Ankerstar Wealth, LLC | History | New | 5,177 | 229 | 0.23% | — | 252 | +5,177 | New | Q4 2025 | Feb 12, 2026 |
| Scarborough Advisors, LLC | History | Added to | 5,182 | 229 | 0.04% | 0.03% | 251 | +1,346 | 35.09% | Q4 2025 | Feb 17, 2026 |
| Strategic Blueprint, LLC | History | Added to | 5,052 | 223 | 0.01% | 0.01% | 253 | +8 | 0.16% | Q4 2025 | Jan 30, 2026 |
| TD Capital Management LLC | History | Added to | 4,968 | 220 | 0.02% | 0.02% | 254 | +489 | 10.92% | Q4 2025 | Feb 26, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 4,905 | 217 | 0.0% | 0.0% | 255 | -1,650 | -25.17% | Q4 2025 | Feb 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 4,895 | 216 | 0.01% | 0.02% | 256 | +59 | 1.22% | Q4 2025 | Feb 03, 2026 |
| Corient Private Wealth LLC | History | New | 4,845 | 214 | 0.0% | — | 257 | +4,845 | New | Q4 2025 | Mar 09, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 4,713 | 209 | 0.01% | 0.02% | 258 | -8,376 | -63.99% | Q4 2025 | Jan 23, 2026 |
| Stablepoint Partners, LLC | History | No change | 4,715 | 208 | 0.03% | 0.03% | 259 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | New | 4,521 | 200 | 0.1% | — | 260 | +4,521 | New | Q4 2025 | Jan 30, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 4,428 | 196 | 0.0% | 0.01% | 261 | -6,542 | -59.64% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 4,416 | 195 | 0.0% | — | 262 | +4,416 | New | Q4 2025 | Feb 05, 2026 |
| FIRST HORIZON CORP | History | New | 4,036 | 178 | 0.01% | — | 263 | +4,036 | New | Q4 2025 | Jan 27, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 3,847 | 170 | 0.0% | 0.0% | 264 | +3,146 | 448.79% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,790 | 167 | 0.0% | 0.0% | 265 | +2,626 | 225.6% | Q4 2025 | Feb 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 3,485 | 154 | 0.0% | — | 266 | +3,485 | New | Q4 2025 | Feb 12, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 3,223 | 143 | 0.14% | — | 267 | +3,223 | New | Q4 2025 | Feb 12, 2026 |
| SBI Securities Co., Ltd. | History | No change | 3,001 | 133 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| US BANCORP \DE\ | History | No change | 2,944 | 130 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Bogart Wealth, LLC | History | Reduced | 2,644 | 117 | 0.0% | 0.0% | 270 | -40 | -1.49% | Q4 2025 | Jan 30, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 2,220 | 98 | 0.0% | 0.0% | 271 | -48 | -2.12% | Q4 2025 | Feb 13, 2026 |
| First Pacific Financial | History | Added to | 2,135 | 94 | 0.01% | 0.01% | 272 | +22 | 1.04% | Q4 2025 | Jan 16, 2026 |
| SageView Advisory Group, LLC | History | New | 1,882 | 83 | 0.0% | — | 273 | +1,882 | New | Q4 2025 | Feb 17, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 1,632 | 72 | 0.03% | 0.03% | 274 | -62 | -3.66% | Q4 2025 | Jan 21, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 1,298 | 57 | 0.03% | 0.03% | 275 | -6 | -0.46% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | No change | 1,188 | 52 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,012 | 44 | 0.0% | — | 277 | +1,012 | New | Q4 2025 | Jan 21, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 1,004 | 44 | 0.01% | 0.02% | 278 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Wagner Wealth Management, LLC | History | Reduced | 881 | 39 | 0.01% | 0.01% | 279 | -4 | -0.45% | Q4 2025 | Jan 30, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 700 | 31 | 0.03% | 0.0% | 280 | -250 | -26.32% | Q4 2025 | Feb 06, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 650 | 28 | 0.03% | 0.02% | 281 | +20 | 3.17% | Q4 2025 | Jan 29, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 610 | 27 | 0.0% | 0.0% | 282 | +202 | 49.51% | Q4 2025 | Feb 06, 2026 |
| Signature Equity Partners, LLC | History | New | 560 | 24 | 0.01% | — | 283 | +560 | New | Q4 2025 | Feb 17, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 480 | 21 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AdvisorNet Financial, Inc | History | No change | 420 | 18 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 284 | 12 | 0.0% | 0.0% | 286 | -1 | -0.35% | Q4 2025 | Feb 06, 2026 |
| Tidemark, LLC | History | Reduced | 239 | 10 | 0.0% | 0.0% | 288 | -13 | -5.16% | Q4 2025 | Feb 10, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 225 | 10 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 225 | 9 | 0.0% | 0.02% | 289 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 186 | 8 | 0.0% | 0.01% | 291 | -474 | -71.82% | Q4 2025 | Feb 12, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 198 | 8 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SHP Wealth Management | History | New | 167 | 7 | 0.0% | — | 292 | +167 | New | Q4 2025 | Mar 04, 2026 |
| Root Financial Partners, LLC | History | Reduced | 145 | 6 | 0.0% | 0.0% | 293 | -45 | -23.68% | Q4 2025 | Feb 10, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 152 | 6 | 0.0% | 0.0% | 294 | +1 | 0.66% | Q4 2025 | Feb 13, 2026 |
| IMG Wealth Management, Inc. | History | No change | 143 | 6 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 133 | 5 | 0.0% | 0.0% | 298 | -133 | -50.0% | Q4 2025 | Feb 18, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 114 | 5 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 127 | 5 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Hilltop National Bank | History | No change | 96 | 4 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 62 | 2 | 0.0% | 0.0% | 301 | -77 | -55.4% | Q4 2025 | Feb 13, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 39 | 1 | 0.0% | — | 304 | +39 | New | Q4 2025 | Feb 06, 2026 |
| Elevated Capital Advisors, LLC | History | New | 24 | 1 | 0.0% | — | 303 | +24 | New | Q4 2025 | Jan 27, 2026 |
| Horizon Investments, LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Bernard Wealth Management Corp. | History | No change | 33 | 1 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -30,884 | -100.0% | Q3 2025 | Oct 23, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,200 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Bramshill Investments, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -18,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CRUX WEALTH ADVISORS | History | Closed out | 0 | 0 | — | 0.28% | — | -15,629 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -14,769 | -100.0% | Q3 2025 | Oct 15, 2025 |
| WMG Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -12,843 | -100.0% | Q3 2025 | Oct 23, 2025 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Closed out | 0 | 0 | — | 0.06% | — | -9,885 | -100.0% | Q3 2025 | Oct 29, 2025 |
| NOVEM GROUP | History | Closed out | 0 | 0 | — | 0.05% | — | -9,557 | -100.0% | Q3 2025 | Nov 10, 2025 |
| ShoreHaven Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -7,013 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Arkadios Wealth Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -6,066 | -100.0% | Q3 2025 | Oct 29, 2025 |
| MONEYWISE, INC. | History | Closed out | 0 | 0 | — | 0.09% | — | -4,578 | -100.0% | Q3 2025 | Oct 24, 2025 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,550 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -888 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Richardson Capital Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -832 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Evergreen Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -807 | -100.0% | Q3 2025 | Oct 24, 2025 |
| CURIO WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -161 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Archer Investment Corp | History | Reduced | 2 | 0 | — | — | — | -2 | -50.0% | Q4 2025 | Jan 30, 2026 |
| FMR LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Spurstone Advisory Services, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |