FIRST TRUST EXCHANGE-TRADED FUND III - FPE
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 14 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 | 53,251,105 | 970,235 | 0.06% | 0.06% | 1 | +1,110,239 | 2.13% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 23,530,537 | 428,726 | 0.07% | — | 2 | +23,530,537 | New | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 16,820,824 | 306,475 | 0.08% | 0.08% | 3 | +2,636,765 | 18.59% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 15,930,706 | 290,257 | 0.05% | 0.05% | 4 | +624,898 | 4.08% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 9,566,867 | 174,308 | 0.03% | 0.03% | 5 | -336,394 | -3.4% | Q4 2025 | Jan 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 9,527,406 | 173,589 | 0.05% | 0.05% | 6 | +641,472 | 7.22% | Q4 2025 | Feb 18, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 8,205,697 | 149,507 | 0.01% | 0.01% | 7 | +598,105 | 7.86% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 4,664,752 | 84,984 | 0.02% | 0.02% | 8 | +123,168 | 2.71% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 3,300,695 | 60,138 | 0.07% | 0.07% | 9 | +38,814 | 1.19% | Q4 2025 | Feb 06, 2026 |
| Cetera Investment Advisers | History | Added to | 2,581,225 | 47,029 | 0.05% | 0.05% | 10 | +197,020 | 8.26% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 2,317,570 | 42,226 | 0.17% | 0.19% | 11 | +79,151 | 3.54% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 2,256,778 | 41,118 | 0.04% | 0.04% | 12 | +57,774 | 2.63% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,211,426 | 40,292 | 0.07% | 0.07% | 13 | +197,896 | 9.83% | Q4 2025 | Mar 16, 2026 |
| STONEBRIDGE ADVISORS LLC | History | Added to | 2,368,824 | 40,181 | 22.01% | 2.12% | 14 | +2,201,095 | 1312.29% | Q4 2025 | Feb 06, 2026 |
| Advisory Alpha, LLC | History | Reduced | 2,153,251 | 39,232 | 1.07% | 1.11% | 15 | -29,947 | -1.37% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,140,152 | 38,994 | 0.06% | 0.05% | 16 | +55,213 | 2.65% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | Reduced | 2,136,717 | 38,930 | 1.13% | 1.05% | 17 | -1,638,815 | -43.41% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,072,913 | 37,768 | 0.01% | 0.01% | 18 | +38,311 | 1.88% | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | Added to | 1,868,131 | 34,037 | 0.2% | 0.2% | 19 | +91,047 | 5.12% | Q4 2025 | Feb 13, 2026 |
| Magnus Financial Group LLC | History | Added to | 1,781,635 | 32,461 | 2.48% | 2.53% | 20 | +24,412 | 1.39% | Q4 2025 | Jan 07, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 1,780,421 | 32,439 | 1.01% | 1.24% | 21 | -385,500 | -17.8% | Q4 2025 | Jan 05, 2026 |
| Baird Financial Group, Inc. | History | Added to | 1,771,628 | 32,279 | 0.05% | 0.05% | 22 | +34,838 | 2.01% | Q4 2025 | Feb 13, 2026 |
| Prospera Financial Services Inc | History | Reduced | 1,541,462 | 28,088 | 0.46% | 0.48% | 23 | -15,283 | -0.98% | Q4 2025 | Feb 09, 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | History | Added to | 1,469,548 | 26,775 | 3.81% | 3.8% | 24 | +44,343 | 3.11% | Q4 2025 | Jan 15, 2026 |
| COUNTRY TRUST BANK | History | Added to | 1,399,409 | 25,497 | 0.46% | 0.55% | 25 | +11,125 | 0.8% | Q4 2025 | Jan 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,378,591 | 25,117 | 0.03% | 0.03% | 26 | +18,801 | 1.38% | Q4 2025 | Feb 12, 2026 |
| Falcon Wealth Planning | History | Added to | 1,361,742 | 24,810 | 2.09% | 2.09% | 27 | +85,805 | 6.72% | Q4 2025 | Feb 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,194,738 | 21,768 | 0.01% | 0.01% | 28 | +99,273 | 9.06% | Q4 2025 | Feb 10, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 1,187,858 | 21,642 | 0.39% | 0.41% | 29 | +66,695 | 5.95% | Q4 2025 | Jan 16, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,176,309 | 21,432 | 0.03% | 0.03% | 30 | +121,504 | 11.52% | Q4 2025 | Feb 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 1,175,615 | 21,420 | 0.06% | 0.06% | 31 | -42,903 | -3.52% | Q4 2025 | Feb 05, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 1,156,582 | 21,073 | 0.05% | 0.05% | 32 | -5,595 | -0.48% | Q4 2025 | Feb 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 1,040,215 | 18,952 | 0.92% | 1.29% | 33 | -131,508 | -11.22% | Q4 2025 | Jan 28, 2026 |
| CITIGROUP INC | History | Added to | 1,028,780 | 18,744 | 0.01% | 0.01% | 34 | +43,635 | 4.43% | Q4 2025 | Feb 13, 2026 |
| Kinloch Capital, LLC | History | Added to | 1,003,054 | 18,275 | 7.88% | 4.63% | 35 | +422,573 | 72.8% | Q4 2025 | Feb 20, 2026 |
| HCR Wealth Advisors | History | Added to | 998,172 | 18,186 | 1.8% | 1.89% | 36 | +547 | 0.05% | Q4 2025 | Jan 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 982,772 | 17,906 | 0.1% | 0.1% | 37 | +18,275 | 1.89% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 859,118 | 15,653 | 0.0% | 0.0% | 38 | +43,259 | 5.3% | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | Added to | 846,853 | 15,429 | 0.02% | 0.02% | 39 | +14,325 | 1.72% | Q4 2025 | Feb 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 776,926 | 14,155 | 0.11% | 0.13% | 40 | +53,370 | 7.38% | Q4 2025 | Feb 17, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 756,752 | 13,788 | 0.5% | 0.51% | 41 | +20,706 | 2.81% | Q4 2025 | Feb 02, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 749,986 | 13,664 | 0.33% | 0.32% | 42 | +64,968 | 9.48% | Q4 2025 | Jan 29, 2026 |
| &PARTNERS | History | Added to | 668,735 | 12,210 | 0.06% | 0.06% | 43 | +149,455 | 28.78% | Q4 2025 | Feb 17, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | Reduced | 664,866 | 12,167 | 8.29% | 13.79% | 44 | -1,467,864 | -68.83% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 666,366 | 12,141 | 0.37% | 0.35% | 45 | +37,721 | 6.0% | Q4 2025 | Feb 11, 2026 |
| Csenge Advisory Group | History | Reduced | 658,100 | 11,990 | 0.54% | 0.59% | 46 | -24,930 | -3.65% | Q4 2025 | Feb 06, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 656,384 | 11,959 | 0.73% | 0.86% | 47 | -85,834 | -11.56% | Q4 2025 | Feb 18, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 625,778 | 11,414 | 0.0% | 0.0% | 48 | +28,307 | 4.74% | Q4 2025 | Feb 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 626,213 | 11,409 | 0.14% | 0.15% | 49 | +10,893 | 1.77% | Q4 2025 | Jan 29, 2026 |
| Summit Financial, LLC | History | Added to | 579,533 | 10,559 | 0.16% | 0.16% | 50 | +14,174 | 2.51% | Q4 2025 | Feb 13, 2026 |
| Curran Financial Partners, LLC | History | Added to | 575,855 | 10,492 | 1.99% | 1.72% | 51 | +100,663 | 21.18% | Q4 2025 | Jan 22, 2026 |
| Twelve Points Wealth Management LLC | History | Added to | 570,695 | 10,455 | 2.35% | 2.37% | 52 | +50,111 | 9.63% | Q4 2025 | Jan 23, 2026 |
| Trinity Legacy Partners, LLC | History | Reduced | 563,697 | 10,270 | 2.36% | 2.41% | 53 | -6,011 | -1.06% | Q4 2025 | Jan 26, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 561,244 | 10,225 | 0.02% | 0.02% | 54 | +74,698 | 15.35% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 541,945 | 9,874 | 0.01% | 0.01% | 55 | +105,089 | 24.06% | Q4 2025 | Feb 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 517,696 | 9,432 | 0.03% | 0.03% | 56 | +46,476 | 9.86% | Q4 2025 | Feb 06, 2026 |
| Seros Financial, LLC | History | Added to | 508,703 | 9,268 | 5.44% | 5.11% | 57 | +45,730 | 9.88% | Q4 2025 | Feb 06, 2026 |
| WIN ADVISORS, INC | History | New | 505,315 | 9,206 | 3.91% | — | 58 | +505,315 | New | Q4 2025 | Feb 04, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 504,946 | 9,200 | 3.8% | 3.84% | 59 | +11,078 | 2.24% | Q4 2025 | Jan 14, 2026 |
| COMERICA BANK | History | Added to | 476,833 | 8,687 | 0.03% | 0.03% | 60 | +25,204 | 5.58% | Q4 2025 | Jan 29, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 464,884 | 8,516 | 0.21% | 0.22% | 61 | +2,859 | 0.62% | Q4 2025 | Jan 28, 2026 |
| Glassy Mountain Advisors, Inc. | History | Added to | 464,570 | 8,464 | 2.56% | 2.4% | 62 | +28,316 | 6.49% | Q4 2025 | Feb 10, 2026 |
| Atria Investments, Inc | History | Added to | 460,663 | 8,393 | 0.1% | 0.09% | 63 | +7,206 | 1.59% | Q4 2025 | Feb 05, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Added to | 449,530 | 8,190 | 1.71% | 1.6% | 64 | +43,759 | 10.78% | Q4 2025 | Jan 22, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 449,289 | 8,186 | 2.18% | 2.23% | 65 | +11,441 | 2.61% | Q4 2025 | Jan 27, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 435,493 | 7,934 | 0.52% | 0.52% | 66 | +19,627 | 4.72% | Q4 2025 | Jan 23, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 427,459 | 7,788 | 0.09% | 0.08% | 67 | +62,762 | 17.21% | Q4 2025 | Jan 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 419,727 | 7,647 | 0.16% | 0.17% | 68 | +14,443 | 3.56% | Q4 2025 | Feb 09, 2026 |
| Gradient Investments LLC | History | Added to | 419,397 | 7,641 | 0.12% | 0.13% | 69 | +5,388 | 1.3% | Q4 2025 | Jan 08, 2026 |
| Ocean Park Asset Management, LLC | History | No change | 412,900 | 7,523 | 0.35% | 0.31% | 70 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 402,441 | 7,332 | 2.64% | 2.57% | 71 | +13,117 | 3.37% | Q4 2025 | Jan 22, 2026 |
| PFS Partners, LLC | History | Reduced | 394,635 | 7,190 | 3.29% | 3.43% | 72 | -281 | -0.07% | Q4 2025 | Jan 16, 2026 |
| Midwest Heritage Bank, FSB | History | Added to | 394,155 | 7,181 | 2.48% | 2.42% | 73 | +18,982 | 5.06% | Q4 2025 | Feb 04, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 384,096 | 6,998 | 0.26% | 0.27% | 74 | +6,190 | 1.64% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 376,570 | 6,861 | 0.05% | 0.05% | 75 | -20,220 | -5.1% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 373,288 | 6,812 | 0.01% | 0.01% | 76 | -14,150 | -3.65% | Q4 2025 | Jan 08, 2026 |
| Marion Wealth Management | History | Added to | 360,575 | 6,605 | 1.47% | 1.51% | 77 | +12,391 | 3.56% | Q4 2025 | Jan 26, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Reduced | 360,571 | 6,569 | 0.77% | 0.82% | 78 | -6,828 | -1.86% | Q4 2025 | Jan 12, 2026 |
| US BANCORP \DE\ | History | Added to | 354,755 | 6,464 | 0.01% | 0.01% | 79 | +106,073 | 42.65% | Q4 2025 | Jan 30, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 348,279 | 6,345 | 0.0% | 0.0% | 80 | +73,542 | 26.77% | Q4 2025 | Feb 13, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 344,512 | 6,277 | 0.13% | 0.15% | 81 | -17,485 | -4.83% | Q4 2025 | Feb 03, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 343,435 | 6,257 | 0.08% | 0.08% | 82 | -5,610 | -1.61% | Q4 2025 | Feb 05, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 329,769 | 6,008 | 0.58% | 0.6% | 83 | +4,005 | 1.23% | Q4 2025 | Feb 11, 2026 |
| Dakota Wealth Management | History | New | 317,164 | 5,778 | 0.1% | — | 84 | +317,164 | New | Q4 2025 | Jan 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 315,551 | 5,749 | 0.03% | 0.03% | 85 | -8,712 | -2.69% | Q4 2025 | Feb 17, 2026 |
| Traction Financial Partners, LLC | History | Added to | 312,593 | 5,695 | 3.38% | 3.21% | 86 | +27,480 | 9.64% | Q4 2025 | Jan 29, 2026 |
| Juno Financial Group LLC | History | New | 305,206 | 5,560 | 2.23% | — | 87 | +305,206 | New | Q4 2025 | Jan 28, 2026 |
| Family Legacy, Inc. | History | Added to | 297,638 | 5,422 | 1.62% | 1.66% | 88 | +649 | 0.22% | Q4 2025 | Feb 04, 2026 |
| Blackhawk Capital Partners, LLC | History | Added to | 294,182 | 5,359 | 2.01% | 1.22% | 89 | +121,736 | 70.59% | Q4 2025 | Feb 04, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | New | 287,112 | 5,231 | 0.72% | — | 90 | +287,112 | New | Q4 2025 | Feb 20, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 276,703 | 5,071 | 1.48% | 1.84% | 91 | -18,695 | -6.33% | Q4 2025 | Feb 10, 2026 |
| Valmark Advisers, Inc. | History | Added to | 275,237 | 5,014 | 0.06% | 0.06% | 92 | +3,188 | 1.17% | Q4 2025 | Jan 26, 2026 |
| Uniting Wealth Partners, LLC | History | Added to | 274,230 | 4,996 | 1.53% | 1.17% | 93 | +1,803 | 0.66% | Q4 2025 | Feb 13, 2026 |
| Western Wealth Management, LLC | History | Reduced | 273,749 | 4,987 | 0.23% | 0.27% | 94 | -7,152 | -2.55% | Q4 2025 | Feb 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 271,876 | 4,954 | 0.04% | 0.04% | 95 | -6,500 | -2.33% | Q4 2025 | Jan 05, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 264,028 | 4,847 | 0.23% | 0.27% | 96 | -10,908 | -3.97% | Q4 2025 | Jan 21, 2026 |
| Aspen Investment Management Inc | History | Added to | 247,954 | 4,518 | 1.36% | 1.72% | 97 | +3,576 | 1.46% | Q4 2025 | Feb 06, 2026 |
| Ironwood Investment Counsel, LLC | History | Added to | 246,793 | 4,496 | 0.63% | 0.63% | 98 | +9,883 | 4.17% | Q4 2025 | Feb 06, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 244,634 | 4,457 | 0.06% | 0.06% | 99 | +20,617 | 9.2% | Q4 2025 | Feb 09, 2026 |
| Sigma Planning Corp | History | Added to | 244,377 | 4,452 | 0.12% | 0.13% | 100 | +2,074 | 0.86% | Q4 2025 | Jan 30, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Reduced | 223,858 | 4,078 | 2.47% | 2.75% | 101 | -11,592 | -4.92% | Q4 2025 | Jan 20, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Reduced | 218,621 | 3,983 | 3.46% | 3.57% | 102 | -19,154 | -8.06% | Q4 2025 | Feb 05, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 216,361 | 3,942 | 1.32% | 1.31% | 103 | -18,804 | -8.0% | Q4 2025 | Jan 13, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 215,131 | 3,919 | 0.13% | 0.04% | 104 | +159,158 | 284.35% | Q4 2025 | Feb 17, 2026 |
| Skyview Financial Group LLC | History | New | 212,196 | 3,866 | 3.99% | — | 105 | +212,196 | New | Q4 2025 | Feb 18, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 207,904 | 3,788 | 0.17% | 0.18% | 106 | +6,549 | 3.25% | Q4 2025 | Feb 17, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 207,571 | 3,781 | 0.7% | 0.64% | 107 | +30,352 | 17.13% | Q4 2025 | Feb 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 207,308 | 3,777 | 0.05% | 0.06% | 108 | +20,757 | 11.13% | Q4 2025 | Feb 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 207,325 | 3,777 | 0.18% | 0.27% | 109 | -1,494 | -0.72% | Q4 2025 | Feb 12, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 204,288 | 3,722 | 0.4% | 0.39% | 110 | +6,603 | 3.34% | Q4 2025 | Jan 20, 2026 |
| APPLETON PARTNERS INC/MA | History | Added to | 203,925 | 3,716 | 0.24% | 0.2% | 111 | +42,681 | 26.47% | Q4 2025 | Jan 09, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 203,812 | 3,713 | 0.02% | 0.02% | 112 | +60,919 | 42.63% | Q4 2025 | Jan 29, 2026 |
| Brookstone Capital Management | History | Reduced | 189,409 | 3,451 | 0.04% | 0.04% | 113 | -298 | -0.16% | Q4 2025 | Jan 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 189,269 | 3,448 | 0.24% | 0.22% | 114 | +34,410 | 22.22% | Q4 2025 | Feb 03, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 189,050 | 3,444 | 0.0% | 0.0% | 115 | +149,085 | 373.04% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 188,863 | 3,441 | 0.01% | 0.01% | 116 | -27,194 | -12.59% | Q4 2025 | Feb 17, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 187,861 | 3,422 | 0.2% | — | 117 | +187,861 | New | Q4 2025 | Feb 17, 2026 |
| United Advisor Group, LLC | History | Added to | 183,912 | 3,350 | 0.42% | 0.43% | 118 | +8,279 | 4.71% | Q4 2025 | Jan 26, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 179,165 | 3,264 | 0.08% | 0.08% | 119 | -1,824 | -1.01% | Q4 2025 | Feb 17, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 177,962 | 3,242 | 0.34% | 0.27% | 120 | +44,495 | 33.34% | Q4 2025 | Feb 13, 2026 |
| Private Advisory Group LLC | History | Added to | 175,316 | 3,194 | 0.25% | 0.25% | 121 | +6,563 | 3.89% | Q4 2025 | Jan 15, 2026 |
| BARINGS LLC | History | Reduced | 175,090 | 3,190 | 0.06% | 0.1% | 122 | -100,291 | -36.42% | Q4 2025 | Feb 12, 2026 |
| RFG Advisory, LLC | History | Reduced | 173,077 | 3,153 | 0.06% | 0.07% | 123 | -8,461 | -4.66% | Q4 2025 | Feb 03, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 167,601 | 3,053 | 0.04% | 0.04% | 124 | +10,397 | 6.61% | Q4 2025 | Feb 09, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 162,792 | 2,966 | 0.04% | 0.04% | 125 | -86,436 | -34.68% | Q4 2025 | Feb 13, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 162,535 | 2,961 | 0.08% | 0.07% | 126 | +19,820 | 13.89% | Q4 2025 | Feb 17, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 157,119 | 2,862 | 0.35% | 0.35% | 127 | +9,654 | 6.55% | Q4 2025 | Jan 07, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 156,529 | 2,852 | 0.03% | 0.03% | 128 | +1,246 | 0.8% | Q4 2025 | Feb 02, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 154,838 | 2,821 | 0.19% | 0.19% | 129 | -1,330 | -0.85% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 152,319 | 2,775 | 0.0% | 0.0% | 130 | -10,723 | -6.58% | Q4 2025 | Feb 18, 2026 |
| Creative Planning | History | Reduced | 151,715 | 2,764 | 0.0% | 0.0% | 131 | -15,810 | -9.44% | Q4 2025 | Feb 17, 2026 |
| Darden Wealth Group Inc | History | Reduced | 151,629 | 2,762 | 1.34% | 1.45% | 132 | -822 | -0.54% | Q4 2025 | Feb 09, 2026 |
| CITY HOLDING CO | History | Added to | 150,902 | 2,747 | 0.34% | 0.34% | 133 | +500 | 0.33% | Q4 2025 | Jan 22, 2026 |
| AE Wealth Management LLC | History | Reduced | 149,561 | 2,724 | 0.02% | 0.02% | 134 | -1,373 | -0.91% | Q4 2025 | Jan 26, 2026 |
| Prostatis Group LLC | History | Reduced | 147,771 | 2,692 | 0.64% | 0.7% | 135 | -5,282 | -3.45% | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 144,790 | 2,638 | 0.03% | 0.04% | 136 | +11,243 | 8.42% | Q4 2025 | Jan 29, 2026 |
| Milestones Private Investment Advisors LLC | History | Reduced | 141,679 | 2,581 | 1.77% | 1.95% | 137 | -14,588 | -9.34% | Q4 2025 | Jan 26, 2026 |
| Mainsail Financial Group, LLC | History | Added to | 137,531 | 2,505 | 1.04% | 1.06% | 138 | +2,207 | 1.63% | Q4 2025 | Jan 23, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 136,533 | 2,487 | 1.13% | 1.15% | 139 | +4,390 | 3.32% | Q4 2025 | Jan 12, 2026 |
| Archer Investment Corp | History | Reduced | 133,179 | 2,426 | 0.55% | 0.87% | 140 | -77,216 | -36.7% | Q4 2025 | Jan 30, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 132,334 | 2,411 | 0.93% | 1.13% | 141 | -24,513 | -15.63% | Q4 2025 | Feb 03, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 130,238 | 2,372 | 0.74% | 0.78% | 142 | +208 | 0.16% | Q4 2025 | Feb 11, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 128,074 | 2,333 | 0.16% | 0.18% | 143 | +2,946 | 2.35% | Q4 2025 | Jan 21, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 126,277 | 2,300 | 0.39% | 0.4% | 144 | +1,826 | 1.47% | Q4 2025 | Feb 10, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 123,413 | 2,248 | 0.02% | 0.01% | 145 | +65,546 | 113.27% | Q4 2025 | Feb 18, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 122,698 | 2,235 | 0.68% | 0.73% | 146 | -2,487 | -1.99% | Q4 2025 | Jan 26, 2026 |
| APS Management Group, Inc. | History | Added to | 120,674 | 2,198 | 1.88% | 1.88% | 147 | +4,192 | 3.6% | Q4 2025 | Jan 28, 2026 |
| ROI Financial Advisors, LLC | History | Added to | 118,860 | 2,165 | 1.24% | 1.27% | 148 | +2,674 | 2.3% | Q4 2025 | Feb 13, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 118,085 | 2,151 | 0.02% | 0.02% | 149 | +1,613 | 1.38% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 117,253 | 2,136 | 0.05% | 0.05% | 150 | +10,318 | 9.65% | Q4 2025 | Feb 06, 2026 |
| Walker Asset Management, LLC | History | Reduced | 117,235 | 2,136 | 1.15% | 1.22% | 151 | -2,000 | -1.68% | Q4 2025 | Jan 16, 2026 |
| Econ Financial Services Corp | History | New | 116,862 | 2,129 | 1.07% | — | 152 | +116,862 | New | Q4 2025 | Jan 15, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 115,119 | 2,097 | 0.66% | 0.54% | 153 | +26,957 | 30.58% | Q4 2025 | Jan 07, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 112,148 | 2,043 | 0.62% | 0.72% | 154 | -16,218 | -12.63% | Q4 2025 | Feb 10, 2026 |
| Patten Group, Inc. | History | Added to | 109,209 | 1,989 | 0.37% | 0.28% | 155 | +31,339 | 40.25% | Q4 2025 | Jan 23, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 108,842 | 1,983 | 0.16% | 0.16% | 156 | +939 | 0.87% | Q4 2025 | Feb 17, 2026 |
| Kovack Advisors, Inc. | History | Added to | 106,895 | 1,947 | 0.09% | 0.16% | 157 | +15,869 | 17.43% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 104,582 | 1,905 | 0.03% | 0.03% | 158 | +8,741 | 9.12% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 103,767 | 1,890 | 0.01% | 0.03% | 159 | -261,309 | -71.58% | Q4 2025 | Feb 18, 2026 |
| StoneX Group Inc. | History | Reduced | 97,430 | 1,775 | 0.08% | 0.08% | 160 | -718 | -0.73% | Q4 2025 | Feb 12, 2026 |
| Moors & Cabot, Inc. | History | Added to | 96,645 | 1,760 | 0.08% | 0.07% | 161 | +3,122 | 3.34% | Q4 2025 | Feb 10, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 95,264 | 1,735 | 0.05% | 0.05% | 162 | -3,304 | -3.35% | Q4 2025 | Feb 05, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 92,073 | 1,677 | 0.1% | 0.08% | 163 | -7,111 | -7.17% | Q4 2025 | Jan 30, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 91,937 | 1,675 | 0.38% | 0.39% | 164 | +44 | 0.05% | Q4 2025 | Jan 21, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | New | 90,554 | 1,649 | 0.74% | — | 165 | +90,554 | New | Q4 2025 | Feb 06, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 86,881 | 1,582 | 0.3% | 0.32% | 166 | -376 | -0.43% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 86,682 | 1,579 | 0.0% | 0.0% | 167 | +52,232 | 151.62% | Q4 2025 | Jan 26, 2026 |
| Parallel Advisors, LLC | History | Reduced | 85,960 | 1,577 | 0.03% | 0.03% | 168 | -6,622 | -7.15% | Q4 2025 | Feb 11, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 84,613 | 1,541 | 0.13% | 0.13% | 169 | +2,594 | 3.16% | Q4 2025 | Jan 26, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 84,299 | 1,535 | 0.05% | 0.05% | 170 | -2,312 | -2.67% | Q4 2025 | Jan 09, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 83,156 | 1,515 | 0.06% | 0.05% | 171 | +40,269 | 93.9% | Q4 2025 | Feb 04, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 82,290 | 1,499 | 0.16% | 0.01% | 172 | +77,057 | 1472.52% | Q4 2025 | Feb 10, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Reduced | 81,123 | 1,478 | 0.21% | 0.26% | 173 | -10,844 | -11.79% | Q4 2025 | Jan 27, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 80,597 | 1,468 | 0.05% | 0.01% | 174 | +65,148 | 421.7% | Q4 2025 | Feb 09, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 77,951 | 1,421 | 0.1% | 0.11% | 175 | -775 | -0.98% | Q4 2025 | Jan 15, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 77,930 | 1,419 | 0.09% | 0.09% | 176 | +4,920 | 6.74% | Q4 2025 | Feb 18, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 75,480 | 1,375 | 0.09% | 0.09% | 177 | -2,926 | -3.73% | Q4 2025 | Feb 17, 2026 |
| Argyle Capital Partners, LLC | History | Reduced | 69,925 | 1,274 | 0.93% | 0.92% | 178 | -87 | -0.12% | Q4 2025 | Feb 17, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Reduced | 69,737 | 1,270 | 0.59% | 0.6% | 179 | -396 | -0.56% | Q4 2025 | Jan 26, 2026 |
| BEACON FINANCIAL GROUP | History | New | 67,974 | 1,238 | 0.12% | — | 180 | +67,974 | New | Q4 2025 | Apr 01, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 65,971 | 1,201 | 0.01% | 0.01% | 181 | +34,389 | 108.89% | Q4 2025 | Feb 06, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 63,191 | 1,151 | 0.07% | 0.07% | 182 | +401 | 0.64% | Q4 2025 | Jan 15, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 63,072 | 1,149 | 0.05% | 0.06% | 183 | -2,916 | -4.42% | Q4 2025 | Feb 13, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 61,544 | 1,121 | 0.29% | 0.29% | 184 | +2,714 | 4.61% | Q4 2025 | Jan 07, 2026 |
| Advisory Services Network, LLC | History | Added to | 60,470 | 1,101 | 0.02% | 0.01% | 185 | +8,547 | 16.46% | Q4 2025 | Feb 17, 2026 |
| Paller Financial Services Inc | History | New | 60,320 | 1,099 | 0.88% | — | 186 | +60,320 | New | Q4 2025 | Jan 15, 2026 |
| NBC SECURITIES, INC. | History | Added to | 59,771 | 1,089 | 0.08% | 0.08% | 187 | +476 | 0.8% | Q4 2025 | Jan 29, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 58,796 | 1,071 | 0.03% | 0.03% | 188 | +2,388 | 4.23% | Q4 2025 | Jan 28, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 58,365 | 1,063 | 0.06% | 0.06% | 189 | +5,706 | 10.84% | Q4 2025 | Jan 26, 2026 |
| BROWN ADVISORY INC | History | No change | 57,241 | 1,042 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MGB Wealth Management, LLC | History | Added to | 56,919 | 1,037 | 0.3% | 0.27% | 191 | +5,000 | 9.63% | Q4 2025 | Feb 17, 2026 |
| Bangor Savings Bank | History | No change | 55,973 | 1,019 | 0.08% | 0.08% | 192 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Arkadios Wealth Advisors | History | Added to | 55,332 | 1,008 | 0.02% | 0.01% | 193 | +31,001 | 127.41% | Q4 2025 | Feb 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 55,175 | 1,005 | 0.03% | 0.04% | 194 | -9,997 | -15.34% | Q4 2025 | Feb 02, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 55,205 | 1,005 | 0.28% | 0.26% | 195 | +6,552 | 13.47% | Q4 2025 | Feb 05, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 54,970 | 1,001 | 0.74% | 0.77% | 196 | +665 | 1.22% | Q4 2025 | Feb 05, 2026 |
| WESBANCO BANK INC | History | Added to | 54,845 | 999 | 0.03% | 0.02% | 197 | +13,422 | 32.4% | Q4 2025 | Feb 03, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Added to | 54,769 | 997 | 0.79% | 0.66% | 198 | +12,760 | 30.37% | Q4 2025 | Jan 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 54,588 | 994 | 0.01% | 0.01% | 199 | +13,025 | 31.34% | Q4 2025 | Jan 23, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | New | 54,117 | 986 | 0.04% | — | 200 | +54,117 | New | Q4 2025 | Feb 17, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | Reduced | 53,942 | 985 | 1.27% | 1.61% | 201 | -4,295 | -7.38% | Q4 2025 | Jan 07, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 53,487 | 974 | 0.66% | 0.68% | 202 | -272 | -0.51% | Q4 2025 | Jan 22, 2026 |
| Essex LLC | History | Reduced | 52,785 | 961 | 0.17% | 0.18% | 203 | -3,194 | -5.71% | Q4 2025 | Jan 20, 2026 |
| Tanager Wealth Management LLP | History | No change | 51,162 | 932 | 0.09% | 0.1% | 204 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Proficio Capital Partners LLC | History | New | 50,855 | 926 | 0.06% | — | 205 | +50,855 | New | Q4 2025 | Feb 12, 2026 |
| Composition Wealth, LLC | History | No change | 50,098 | 912 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 50,174 | 899 | 0.02% | 0.02% | 207 | +2,825 | 5.97% | Q4 2025 | Feb 11, 2026 |
| Meridian Financial Partners LLC | History | Reduced | 48,559 | 888 | 0.35% | 0.37% | 208 | -776 | -1.57% | Q4 2025 | Feb 05, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | No change | 48,657 | 886 | 0.1% | 0.1% | 209 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 48,096 | 878 | 0.09% | 0.09% | 210 | +3,652 | 8.22% | Q4 2025 | Jan 12, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 46,923 | 854 | 0.02% | 0.02% | 211 | +14,404 | 44.29% | Q4 2025 | Feb 09, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 46,704 | 850 | 0.0% | 0.0% | 212 | -2,806 | -5.67% | Q4 2025 | Jan 12, 2026 |
| Wiser Advisor Group LLC | History | Reduced | 45,606 | 830 | 0.95% | 1.04% | 213 | -137 | -0.3% | Q4 2025 | Feb 09, 2026 |
| AlphaCore Capital LLC | History | New | 45,465 | 828 | 0.02% | — | 214 | +45,465 | New | Q4 2025 | Feb 05, 2026 |
| Accel Wealth Management | History | Reduced | 44,960 | 819 | 0.22% | 0.25% | 215 | -2,470 | -5.21% | Q4 2025 | Jan 20, 2026 |
| CHOREO, LLC | History | Added to | 44,027 | 808 | 0.01% | 0.01% | 216 | +410 | 0.94% | Q4 2025 | Jan 23, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 43,463 | 791 | 0.03% | 0.02% | 217 | +5,384 | 14.14% | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | New | 43,195 | 787 | 0.17% | — | 218 | +43,195 | New | Q4 2025 | Feb 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 41,812 | 761 | 0.01% | — | 220 | +41,812 | New | Q4 2025 | Feb 18, 2026 |
| IFG Advisory, LLC | History | Added to | 41,802 | 761 | 0.03% | 0.03% | 219 | +1,291 | 3.19% | Q4 2025 | Feb 10, 2026 |
| Maia Wealth LLC | History | Reduced | 41,283 | 757 | 0.13% | 0.14% | 221 | -2,791 | -6.33% | Q4 2025 | Feb 17, 2026 |
| Altus Wealth Group LLC | History | Reduced | 41,109 | 749 | 0.3% | 0.31% | 222 | -844 | -2.01% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 41,048 | 747 | 0.0% | — | 223 | +41,048 | New | Q4 2025 | Feb 17, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 39,770 | 724 | 0.23% | 0.25% | 224 | -2,360 | -5.6% | Q4 2025 | Feb 03, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Added to | 39,631 | 722 | 0.61% | 0.59% | 225 | +272 | 0.69% | Q4 2025 | Jan 20, 2026 |
| Creekside Partners | History | Added to | 39,519 | 720 | 0.3% | 0.27% | 226 | +5,570 | 16.41% | Q4 2025 | Feb 13, 2026 |
| Advisor OS, LLC | History | Reduced | 39,303 | 716 | 0.06% | 0.09% | 228 | -16,500 | -29.57% | Q4 2025 | Feb 04, 2026 |
| MJP ASSOCIATES INC /ADV | History | Reduced | 39,303 | 716 | 0.09% | 0.13% | 227 | -15,492 | -28.27% | Q4 2025 | Feb 06, 2026 |
| Oder Investment Management, LLC | History | Added to | 39,293 | 715 | 0.52% | 0.48% | 229 | +2,284 | 6.17% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 39,232 | 714 | 0.1% | — | 230 | +39,232 | New | Q4 2025 | Feb 17, 2026 |
| Freedom Financial Partners LLC | History | Added to | 39,219 | 714 | 0.26% | 0.27% | 231 | +989 | 2.59% | Q4 2025 | Jan 06, 2026 |
| Berger Financial Group, Inc | History | Reduced | 39,174 | 713 | 0.04% | 0.04% | 232 | -1,517 | -3.73% | Q4 2025 | Jan 27, 2026 |
| Aurora Private Wealth, Inc. | History | New | 38,335 | 699 | 0.46% | — | 233 | +38,335 | New | Q4 2025 | Feb 02, 2026 |
| Merit Financial Group, LLC | History | New | 37,891 | 690 | 0.01% | — | 234 | +37,891 | New | Q4 2025 | Jan 26, 2026 |
| Ballew Advisors, Inc | History | Reduced | 37,475 | 686 | 0.39% | 0.4% | 235 | -2,250 | -5.66% | Q4 2025 | Jan 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 37,242 | 678 | 0.04% | 0.05% | 236 | -134 | -0.36% | Q4 2025 | Feb 06, 2026 |
| Belpointe Asset Management LLC | History | Added to | 37,056 | 675 | 0.02% | 0.03% | 237 | +344 | 0.94% | Q4 2025 | Jan 27, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 36,996 | 674 | 0.08% | 0.09% | 238 | -613 | -1.63% | Q4 2025 | Jan 22, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 36,717 | 668 | 0.11% | 0.13% | 239 | -6,521 | -15.08% | Q4 2025 | Jan 14, 2026 |
| Indivisible Partners | History | New | 36,414 | 663 | 0.07% | — | 240 | +36,414 | New | Q4 2025 | Feb 03, 2026 |
| Cooper Financial Group | History | Added to | 36,229 | 660 | 0.07% | 0.07% | 241 | +499 | 1.4% | Q4 2025 | Jan 08, 2026 |
| Mutual Advisors, LLC | History | Reduced | 35,437 | 645 | 0.01% | 0.01% | 242 | -1,386 | -3.76% | Q4 2025 | Feb 02, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 35,193 | 641 | 0.02% | 0.02% | 243 | +8,382 | 31.26% | Q4 2025 | Feb 12, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 35,114 | 639 | 0.03% | 0.03% | 244 | -5,245 | -13.0% | Q4 2025 | Feb 17, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 34,994 | 637 | 0.04% | 0.05% | 245 | -854 | -2.38% | Q4 2025 | Apr 02, 2026 |
| TI-TRUST, INC | History | Added to | 34,798 | 634 | 0.39% | 0.38% | 246 | +1,827 | 5.54% | Q4 2025 | Jan 23, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 34,109 | 621 | 0.31% | 0.33% | 247 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Opulen Financial Group LLC | History | Added to | 33,404 | 608 | 0.44% | 0.45% | 248 | +516 | 1.57% | Q4 2025 | Feb 10, 2026 |
| Keystone Wealth Services, LLC | History | New | 31,316 | 570 | 0.12% | — | 249 | +31,316 | New | Q4 2025 | Jan 26, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Reduced | 31,078 | 566 | 0.07% | 0.07% | 250 | -1,119 | -3.48% | Q4 2025 | Jan 29, 2026 |
| Certified Advisory Corp | History | Added to | 30,287 | 551 | 0.05% | 0.05% | 251 | +2,992 | 10.96% | Q4 2025 | Jan 12, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 29,703 | 541 | 0.03% | 0.03% | 252 | +1,073 | 3.75% | Q4 2025 | Feb 13, 2026 |
| LVZ, Inc. | History | Added to | 29,526 | 537 | 0.06% | 0.05% | 253 | +3,594 | 13.86% | Q4 2025 | Feb 10, 2026 |
| World Investment Advisors | History | New | 28,890 | 526 | 0.01% | — | 254 | +28,890 | New | Q4 2025 | Mar 12, 2026 |
| Principle Wealth Partners LLC | History | No change | 28,400 | 517 | 0.03% | 0.03% | 255 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 27,759 | 505 | 0.02% | 0.02% | 256 | -12,200 | -30.53% | Q4 2025 | Jan 20, 2026 |
| MANCHESTER FINANCIAL INC | History | No change | 27,600 | 502 | 0.09% | 0.1% | 257 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 27,343 | 498 | 0.0% | 0.0% | 258 | +1,542 | 5.98% | Q4 2025 | Feb 09, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | New | 27,001 | 491 | 0.43% | — | 259 | +27,001 | New | Q4 2025 | Jan 07, 2026 |
| American Institute for Advanced Investment Management, LLP | History | No change | 26,975 | 491 | 0.32% | 0.32% | 260 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Prospect Financial Services LLC | History | Reduced | 26,924 | 490 | 0.28% | 0.31% | 261 | -3,093 | -10.3% | Q4 2025 | Feb 06, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 26,417 | 481 | 0.01% | 0.01% | 262 | -1,907 | -6.73% | Q4 2025 | Feb 03, 2026 |
| Tudor Financial Inc. | History | Added to | 25,711 | 468 | 0.24% | 0.23% | 264 | +1,431 | 5.89% | Q4 2025 | Feb 13, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 25,718 | 468 | 0.19% | 0.12% | 263 | +367 | 1.45% | Q4 2025 | Feb 11, 2026 |
| Focus Financial Network, Inc. | History | Added to | 25,642 | 467 | 0.02% | 0.02% | 265 | +1,085 | 4.42% | Q4 2025 | Jan 12, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 25,295 | 460 | 0.0% | 0.0% | 266 | +73 | 0.29% | Q4 2025 | Feb 13, 2026 |
| First Financial Group Corp | History | Reduced | 25,185 | 458 | 0.39% | 0.4% | 267 | -200 | -0.79% | Q4 2025 | Jan 28, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 25,095 | 457 | 0.03% | 0.03% | 268 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Reduced | 24,843 | 452 | 0.32% | 0.34% | 269 | -850 | -3.31% | Q4 2025 | Jan 27, 2026 |
| Stockman Wealth Management, Inc. | History | Added to | 24,709 | 450 | 0.05% | 0.05% | 270 | +1,016 | 4.29% | Q4 2025 | Jan 29, 2026 |
| WCG Wealth Advisors LLC | History | New | 24,512 | 446 | 0.01% | — | 272 | +24,512 | New | Q4 2025 | Feb 10, 2026 |
| PINNACLE ASSOCIATES LTD | History | New | 24,505 | 446 | 0.01% | — | 271 | +24,505 | New | Q4 2025 | Feb 05, 2026 |
| Coastwise Capital Group, LLC | History | Reduced | 23,660 | 431 | 0.22% | 0.32% | 273 | -928 | -3.77% | Q4 2025 | Feb 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 22,985 | 418 | 0.0% | 0.0% | 274 | +7,508 | 48.51% | Q4 2025 | Feb 17, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 22,147 | 403 | 0.04% | 0.04% | 275 | +271 | 1.24% | Q4 2025 | Feb 13, 2026 |
| Cyndeo Wealth Partners, LLC | History | New | 21,978 | 400 | 0.02% | — | 277 | +21,978 | New | Q4 2025 | Jan 07, 2026 |
| Quantum Private Wealth, LLC | History | Reduced | 22,008 | 400 | 0.12% | 0.14% | 276 | -3,663 | -14.27% | Q4 2025 | Feb 06, 2026 |
| Shulman DeMeo Asset Management LLC | History | No change | 21,849 | 398 | 0.09% | 0.09% | 278 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Spire Wealth Management | History | Added to | 21,658 | 394 | 0.01% | 0.01% | 279 | +297 | 1.39% | Q4 2025 | Jan 14, 2026 |
| Park Edge Advisors, LLC | History | Added to | 21,639 | 394 | 0.09% | 0.09% | 280 | +275 | 1.29% | Q4 2025 | Jan 16, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | No change | 21,590 | 393 | 0.06% | 0.07% | 281 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 21,530 | 392 | 0.07% | 0.1% | 282 | -8,102 | -27.34% | Q4 2025 | Jan 27, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 21,000 | 384 | 0.2% | 0.21% | 283 | +400 | 1.94% | Q4 2025 | Jan 29, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 20,991 | 382 | 0.01% | 0.01% | 284 | +6,263 | 42.52% | Q4 2025 | Jan 16, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Reduced | 20,647 | 376 | 0.11% | 0.15% | 286 | -7,623 | -26.96% | Q4 2025 | Jan 20, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 20,670 | 376 | 0.01% | 0.01% | 285 | -352 | -1.67% | Q4 2025 | Jan 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 20,206 | 368 | 0.0% | 0.0% | 287 | +628 | 3.21% | Q4 2025 | Feb 03, 2026 |
| Topsail Wealth Management, LLC | History | Reduced | 20,206 | 368 | 0.05% | 0.06% | 288 | -165 | -0.81% | Q4 2025 | Feb 04, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 19,752 | 360 | 0.02% | 0.01% | 289 | +7,912 | 66.82% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 19,202 | 349 | 0.0% | 0.0% | 290 | -566 | -2.86% | Q4 2025 | Feb 10, 2026 |
| E&G Advisors, LP | History | Reduced | 19,168 | 349 | 0.08% | 0.08% | 291 | -520 | -2.64% | Q4 2025 | Jan 23, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 19,114 | 348 | 0.04% | 0.05% | 292 | +494 | 2.65% | Q4 2025 | Feb 11, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 19,058 | 347 | 0.0% | 0.01% | 293 | -237 | -1.23% | Q4 2025 | Feb 10, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | New | 18,855 | 343 | 0.02% | — | 294 | +18,855 | New | Q4 2025 | Feb 02, 2026 |
| Matrix Trust Co | History | Reduced | 18,690 | 341 | 0.06% | 0.24% | 295 | -65,309 | -77.75% | Q4 2025 | Jan 13, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 18,594 | 338 | 0.02% | 0.03% | 296 | -15,073 | -44.77% | Q4 2025 | Feb 05, 2026 |
| Vines Capital Management, LLC | History | New | 18,434 | 335 | 0.33% | — | 297 | +18,434 | New | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 18,141 | 330 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Realta Investment Advisors | History | New | 17,937 | 326 | 0.11% | — | 299 | +17,937 | New | Q4 2025 | Jan 20, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 17,785 | 324 | 0.01% | 0.01% | 300 | -3,213 | -15.3% | Q4 2025 | Jan 07, 2026 |
| SHUFRO ROSE & CO LLC | History | Reduced | 17,700 | 322 | 0.02% | 0.03% | 301 | -500 | -2.75% | Q4 2025 | Feb 09, 2026 |
| BAM Wealth Management, LLC | History | New | 17,616 | 320 | 0.23% | — | 302 | +17,616 | New | Q4 2025 | Jan 20, 2026 |
| Investmark Advisory Group LLC | History | Added to | 17,005 | 309 | 0.13% | 0.13% | 303 | +78 | 0.46% | Q4 2025 | Jan 28, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 16,750 | 305 | 0.18% | — | 304 | +16,750 | New | Q4 2025 | Feb 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 16,678 | 303 | 0.04% | — | 305 | +16,678 | New | Q4 2025 | Feb 09, 2026 |
| Savvy Advisors, Inc. | History | Added to | 16,434 | 299 | 0.01% | 0.01% | 306 | +2,581 | 18.63% | Q4 2025 | Jan 20, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 16,300 | 296 | 0.1% | 0.09% | 307 | +1,610 | 10.96% | Q4 2025 | Jan 28, 2026 |
| Quartz Partners, LLC | History | Reduced | 16,094 | 293 | 0.11% | 0.11% | 308 | -648 | -3.87% | Q4 2025 | Feb 13, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 16,078 | 292 | 0.02% | 0.02% | 309 | -776 | -4.6% | Q4 2025 | Jan 28, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 15,975 | 291 | 0.01% | — | 310 | +15,975 | New | Q4 2025 | Jan 23, 2026 |
| Strathmore Capital Advisors, Inc. | History | Reduced | 15,685 | 285 | 0.09% | 0.13% | 312 | -1,735 | -9.96% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 15,647 | 285 | 0.0% | 0.0% | 311 | -50 | -0.32% | Q4 2025 | Feb 10, 2026 |
| RPg Family Wealth Advisory, LLC | History | Reduced | 15,616 | 284 | 0.06% | 0.07% | 313 | -1,538 | -8.97% | Q4 2025 | Feb 13, 2026 |
| Helium Advisors LLC | History | Added to | 15,603 | 284 | 0.29% | 0.23% | 314 | +542 | 3.6% | Q4 2025 | Feb 12, 2026 |
| BIP Wealth, LLC | History | New | 15,506 | 282 | 0.01% | — | 315 | +15,506 | New | Q4 2025 | Jan 21, 2026 |
| Keystone Financial Group | History | New | 15,312 | 278 | 0.02% | — | 316 | +15,312 | New | Q4 2025 | Feb 06, 2026 |
| STABLEFORD CAPITAL II LLC | History | No change | 15,300 | 278 | 0.1% | 0.1% | 317 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 15,161 | 276 | 0.03% | 0.03% | 319 | +198 | 1.32% | Q4 2025 | Jan 27, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Reduced | 15,200 | 276 | 0.09% | 0.1% | 318 | -75 | -0.49% | Q4 2025 | Feb 17, 2026 |
| Integris Wealth Management, LLC | History | No change | 15,000 | 273 | 0.06% | 0.07% | 320 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Risk Paradigm Group, LLC | History | New | 14,936 | 272 | 0.26% | — | 321 | +14,936 | New | Q4 2025 | Feb 17, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 14,693 | 267 | 0.06% | 0.06% | 322 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 14,532 | 264 | 0.08% | 0.08% | 323 | -15 | -0.1% | Q4 2025 | Feb 10, 2026 |
| McElhenny Sheffield Capital Management, LLC | History | No change | 14,385 | 262 | 0.06% | 0.06% | 324 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Intellectus Partners, LLC | History | New | 14,228 | 259 | 0.05% | — | 325 | +14,228 | New | Q4 2025 | Feb 10, 2026 |
| Proactive Wealth Strategies LLC | History | Reduced | 14,264 | 259 | 0.1% | 0.13% | 326 | -1,925 | -11.89% | Q4 2025 | Feb 05, 2026 |
| Stonebridge Financial Planning Group, LLC | History | New | 14,213 | 258 | 0.09% | — | 327 | +14,213 | New | Q4 2025 | Feb 05, 2026 |
| Waterloo Capital, L.P. | History | Added to | 14,017 | 255 | 0.02% | 0.02% | 328 | +104 | 0.75% | Q4 2025 | Feb 10, 2026 |
| Wagner Wealth Management, Corp | History | New | 13,891 | 253 | 0.25% | — | 330 | +13,891 | New | Q4 2025 | Feb 12, 2026 |
| WHITTIER TRUST CO | History | No change | 13,910 | 253 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 13,745 | 250 | 0.02% | 0.03% | 331 | -2,389 | -14.81% | Q4 2025 | Jan 23, 2026 |
| Keebeck Wealth Management | History | New | 13,700 | 249 | 0.03% | — | 332 | +13,700 | New | Q4 2025 | Feb 17, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 13,656 | 248 | 0.0% | 0.0% | 333 | -85 | -0.62% | Q4 2025 | Jan 21, 2026 |
| ASSETMARK, INC | History | Reduced | 13,556 | 246 | 0.0% | 0.0% | 334 | -531 | -3.77% | Q4 2025 | Jan 23, 2026 |
| Hudson Capital Management LLC | History | Reduced | 13,452 | 245 | 0.06% | 0.07% | 335 | -124 | -0.91% | Q4 2025 | Jan 21, 2026 |
| 1776 Wealth LLC | History | Reduced | 13,250 | 241 | 0.09% | 0.13% | 336 | -5,000 | -27.4% | Q4 2025 | Feb 11, 2026 |
| Qube Research & Technologies Ltd | History | New | 13,201 | 240 | 0.0% | — | 337 | +13,201 | New | Q4 2025 | Feb 17, 2026 |
| Bedminster, LLC | History | New | 13,090 | 238 | 0.22% | — | 338 | +13,090 | New | Q4 2025 | Feb 05, 2026 |
| Balboa Wealth Partners | History | Reduced | 12,966 | 236 | 0.04% | 0.04% | 339 | -630 | -4.63% | Q4 2025 | Jan 16, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 12,900 | 235 | 0.01% | 0.01% | 340 | +1,698 | 15.16% | Q4 2025 | Feb 10, 2026 |
| Headland Capital, LLC | History | Added to | 12,770 | 232 | 0.06% | 0.05% | 341 | +2,487 | 24.19% | Q4 2025 | Jan 28, 2026 |
| Aspen Wealth Strategies, LLC | History | Reduced | 12,643 | 230 | 0.13% | 0.21% | 344 | -7,699 | -37.85% | Q4 2025 | Jan 28, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 12,652 | 230 | 0.01% | 0.01% | 342 | -2,500 | -16.5% | Q4 2025 | Jan 12, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 12,633 | 230 | 0.01% | 0.01% | 343 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 12,443 | 226 | 0.02% | 0.02% | 345 | +38 | 0.31% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 12,387 | 225 | 0.0% | 0.0% | 346 | -52 | -0.42% | Q4 2025 | Feb 06, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 12,320 | 224 | 0.01% | 0.0% | 347 | +1,820 | 17.33% | Q4 2025 | Feb 13, 2026 |
| Concentrum Wealth Management | History | Reduced | 12,208 | 222 | 0.06% | 0.1% | 348 | -6,770 | -35.67% | Q4 2025 | Feb 04, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 12,091 | 220 | 0.03% | — | 349 | +12,091 | New | Q4 2025 | Feb 04, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 12,022 | 219 | 0.01% | 0.02% | 350 | -2,555 | -17.53% | Q4 2025 | Jan 08, 2026 |
| Advanced Asset Management Advisors Inc | History | No change | 12,000 | 218 | 0.06% | 0.06% | 351 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Huntleigh Advisors, Inc. | History | Added to | 11,920 | 217 | 0.04% | 0.04% | 352 | +398 | 3.45% | Q4 2025 | Jan 29, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 11,804 | 215 | 0.0% | 0.0% | 353 | -2,412 | -16.97% | Q4 2025 | Feb 17, 2026 |
| Capital Square, LLC | History | No change | 11,817 | 215 | 0.11% | 0.11% | 354 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Strategic Financial Partners, Ltd. | History | Added to | 11,696 | 213 | 0.09% | 0.09% | 355 | +1,152 | 10.93% | Q4 2025 | Feb 11, 2026 |
| HFG Advisors, Inc. | History | No change | 11,672 | 212 | 0.15% | 0.16% | 356 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 11,312 | 206 | 0.0% | 0.01% | 357 | -2,196 | -16.26% | Q4 2025 | Jan 14, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Added to | 11,331 | 206 | 0.22% | 0.2% | 358 | +49 | 0.43% | Q4 2025 | Jan 20, 2026 |
| Novak & Powell Financial Services, Inc. | History | Reduced | 11,281 | 205 | 0.11% | 0.11% | 359 | -450 | -3.84% | Q4 2025 | Feb 10, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 11,168 | 203 | 0.09% | 0.09% | 362 | +273 | 2.51% | Q4 2025 | Feb 09, 2026 |
| Blue Zone Wealth Advisors, LLC | History | Added to | 11,182 | 203 | 0.04% | 0.04% | 361 | +40 | 0.36% | Q4 2025 | Jan 21, 2026 |
| Lido Advisors, LLC | History | No change | 11,129 | 203 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Cascade Financial Partners, LLC | History | New | 11,065 | 201 | 0.02% | — | 365 | +11,065 | New | Q4 2025 | Feb 06, 2026 |
| Dunhill Financial, LLC | History | Reduced | 11,055 | 201 | 0.05% | 0.09% | 364 | -7,575 | -40.66% | Q4 2025 | Jan 29, 2026 |
| Oak Harvest Investment Services | History | Reduced | 11,084 | 201 | 0.02% | 0.03% | 363 | -2,241 | -16.82% | Q4 2025 | Jan 27, 2026 |
| ASL Financial, LLC | History | New | 11,000 | 200 | 0.16% | — | 367 | +11,000 | New | Q4 2025 | Jan 20, 2026 |
| Nilsine Partners, LLC | History | No change | 11,010 | 200 | 0.02% | 0.02% | 366 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| XTX Topco Ltd | History | New | 10,856 | 197 | 0.01% | — | 368 | +10,856 | New | Q4 2025 | Feb 17, 2026 |
| Encompass More Asset Management | History | Reduced | 10,738 | 195 | 0.04% | 0.04% | 369 | -343 | -3.1% | Q4 2025 | Feb 03, 2026 |
| Cypress Capital Group | History | Reduced | 10,550 | 192 | 0.02% | 0.06% | 370 | -17,150 | -61.91% | Q4 2025 | Feb 11, 2026 |
| DeDora Capital, Inc. | History | Reduced | 10,588 | 192 | 0.05% | 0.05% | 372 | -799 | -7.02% | Q4 2025 | Jan 22, 2026 |
| Owen LaRue, LLC | History | Added to | 10,586 | 192 | 0.07% | 0.08% | 373 | +97 | 0.92% | Q4 2025 | Feb 05, 2026 |
| MATHER GROUP, LLC. | History | No change | 10,577 | 192 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Navis Wealth Advisors, LLC | History | New | 10,528 | 191 | 0.08% | — | 374 | +10,528 | New | Q4 2025 | Feb 13, 2026 |
| Meridian Wealth Advisors, LLC | History | Added to | 10,366 | 188 | 0.03% | 0.03% | 375 | +163 | 1.6% | Q4 2025 | Feb 17, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Reduced | 10,304 | 187 | 0.12% | 0.18% | 376 | -4,408 | -29.96% | Q4 2025 | Jan 22, 2026 |
| EVOKE WEALTH, LLC | History | No change | 10,188 | 185 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MBE Wealth Management, LLC | History | New | 10,073 | 183 | 0.08% | — | 378 | +10,073 | New | Q4 2025 | Jan 21, 2026 |
| Corient Private Wealth LLC | History | New | 44,472 | 182 | 0.0% | — | 379 | +44,472 | New | Q4 2025 | Mar 09, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 9,457 | 172 | 0.05% | 0.06% | 381 | -2,975 | -23.93% | Q4 2025 | Feb 10, 2026 |
| Security National Bank | History | No change | 9,458 | 172 | 0.02% | 0.03% | 380 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 9,087 | 166 | 0.05% | 0.04% | 382 | +3,512 | 63.0% | Q4 2025 | Feb 10, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 7,482 | 136 | 0.05% | 0.05% | 383 | +51 | 0.69% | Q4 2025 | Jan 09, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 6,719 | 122 | 0.05% | 0.05% | 384 | +600 | 9.81% | Q4 2025 | Jan 30, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 5,979 | 108 | 0.01% | 0.01% | 385 | +74 | 1.25% | Q4 2025 | Feb 20, 2026 |
| Newbridge Financial Services Group, Inc. | History | New | 5,867 | 106 | 0.02% | — | 386 | +5,867 | New | Q4 2025 | Jan 21, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 5,722 | 104 | 0.0% | 0.0% | 387 | +2,996 | 109.9% | Q4 2025 | Feb 17, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 5,328 | 97 | 0.08% | 0.01% | 388 | -744 | -12.25% | Q4 2025 | Feb 06, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 5,024 | 91 | 0.05% | 0.05% | 389 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NBT BANK N A /NY | History | No change | 18 | 67 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Mendota Financial Group, LLC | History | Reduced | 3,651 | 66 | 0.05% | 0.1% | 391 | -3,650 | -49.99% | Q4 2025 | Jan 20, 2026 |
| UMB Bank, n.a. | History | No change | 3,395 | 61 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| S&T BANK/PA | History | No change | 3,389 | 61 | 0.02% | 0.02% | 393 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 3,143 | 57 | 0.01% | 0.01% | 394 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 54,042 | 54 | 0.01% | 0.01% | 395 | +2,957 | 5.79% | Q4 2025 | Jan 20, 2026 |
| Larson Financial Group LLC | History | Added to | 2,873 | 52 | 0.0% | 0.0% | 396 | +1,373 | 91.53% | Q4 2025 | Feb 06, 2026 |
| Rossby Financial, LCC | History | Added to | 2,806 | 51 | 0.02% | 0.01% | 398 | +459 | 19.56% | Q4 2025 | Feb 12, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 2,815 | 51 | 0.0% | 0.0% | 397 | -199 | -6.6% | Q4 2025 | Jan 13, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 2,759 | 50 | 0.02% | 0.02% | 399 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ORG Partners LLC | History | No change | 2,651 | 48 | 0.01% | 0.01% | 400 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 2,470 | 45 | 0.04% | — | 404 | +2,470 | New | Q4 2025 | Mar 05, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 2,507 | 45 | 0.02% | 0.01% | 403 | +752 | 42.85% | Q4 2025 | Jan 21, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 2,455 | 45 | 0.01% | 0.0% | 401 | +21 | 0.86% | Q4 2025 | Jan 21, 2026 |
| Front Row Advisors LLC | History | No change | 2,500 | 45 | 0.02% | 0.02% | 402 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Investors Research Corp | History | No change | 2,431 | 44 | 0.01% | 0.01% | 405 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 2,126 | 38 | 0.0% | — | 406 | +2,126 | New | Q4 2025 | Feb 12, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,942 | 35 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,732 | 31 | 0.01% | 0.01% | 408 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Investors Portfolio Services LLC | History | New | 1,438 | 26 | 0.02% | — | 410 | +1,438 | New | Q4 2025 | Feb 09, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 1,431 | 26 | 0.01% | 0.01% | 409 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CX Institutional | History | Added to | 1,350 | 25 | 0.0% | 0.0% | 411 | +21 | 1.58% | Q4 2025 | Feb 02, 2026 |
| Smithfield Trust Co | History | Reduced | 1,303 | 24 | 0.0% | 0.01% | 412 | -5,820 | -81.71% | Q4 2025 | Feb 09, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 1,267 | 23 | 0.0% | 0.0% | 413 | -106 | -7.72% | Q4 2025 | Jan 28, 2026 |
| Evelyn Partners Investment Management LLP | History | New | 1,250 | 22 | 0.0% | — | 415 | +1,250 | New | Q4 2025 | Feb 13, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 84 | 22 | 0.01% | — | 414 | +84 | New | Q4 2025 | Feb 03, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,165 | 21 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Piscataqua Savings Bank | History | No change | 1,200 | 21 | 0.01% | 0.02% | 417 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| FIRST HORIZON CORP | History | New | 1,079 | 19 | 0.0% | — | 418 | +1,079 | New | Q4 2025 | Jan 27, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,065 | 19 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 1,032 | 18 | 0.01% | 0.02% | 420 | -1,340 | -56.49% | Q4 2025 | Feb 18, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 969 | 17 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Prestige Wealth Management Group LLC | History | New | 800 | 14 | 0.0% | — | 422 | +800 | New | Q4 2025 | Feb 11, 2026 |
| Compass Financial Services Inc | History | Reduced | 697 | 12 | 0.01% | 0.01% | 425 | -683 | -49.49% | Q4 2025 | Feb 27, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 686 | 12 | 0.0% | 0.0% | 424 | +10 | 1.48% | Q4 2025 | Jan 02, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 628 | 12 | 0.01% | 0.01% | 423 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Financial Gravity Asset Management, Inc. | History | New | 629 | 11 | 0.0% | — | 427 | +629 | New | Q4 2025 | Feb 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 652 | 11 | 0.0% | 0.0% | 426 | +8 | 1.24% | Q4 2025 | Jan 14, 2026 |
| SageView Advisory Group, LLC | History | New | 590 | 10 | 0.0% | — | 429 | +590 | New | Q4 2025 | Feb 17, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 573 | 10 | 0.0% | — | 428 | +573 | New | Q4 2025 | Feb 05, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 519 | 9 | 0.0% | — | 430 | +519 | New | Q4 2025 | Jan 20, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 487 | 8 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 410 | 7 | 0.0% | — | 432 | +410 | New | Q4 2025 | Feb 09, 2026 |
| MidFirst Bank | History | New | 401 | 7 | 0.0% | — | 435 | +401 | New | Q4 2025 | Feb 25, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 394 | 7 | 0.0% | — | 436 | +394 | New | Q4 2025 | Feb 18, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 414 | 7 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Imprint Wealth LLC | History | No change | 425 | 7 | 0.03% | 0.02% | 434 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 380 | 6 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 351 | 6 | 0.01% | 0.01% | 438 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VISION FINANCIAL MARKETS LLC | History | Added to | 323 | 5 | 0.01% | 0.0% | 440 | +5 | 1.57% | Q4 2025 | Jan 22, 2026 |
| ALERUS FINANCIAL NA | History | No change | 325 | 5 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Colonial Trust Co / SC | History | No change | 299 | 5 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LRI Investments, LLC | History | New | 260 | 4 | 0.0% | — | 443 | +260 | New | Q4 2025 | Feb 04, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 220 | 4 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 200 | 3 | 0.0% | 0.0% | 444 | -200 | -50.0% | Q4 2025 | Jan 20, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 172 | 3 | 0.0% | — | 445 | +172 | New | Q4 2025 | Jan 22, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 176 | 3 | 0.0% | — | 446 | +147 | 506.9% | Q4 2025 | Feb 13, 2026 |
| Caitlin John, LLC | History | No change | 165 | 3 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Benson Wealth Management INC | History | New | 133 | 2 | 0.0% | — | 451 | +133 | New | Q4 2025 | Feb 12, 2026 |
| CENTRAL TRUST Co | History | New | 132 | 2 | 0.0% | — | 448 | +132 | New | Q4 2025 | Feb 02, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 116 | 2 | 0.0% | 0.0% | 449 | -18 | -13.43% | Q4 2025 | Feb 03, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 117 | 2 | 0.0% | 0.0% | 450 | +2 | 1.74% | Q4 2025 | Feb 13, 2026 |
| BAYBAN | History | New | 105 | 1 | 0.0% | — | 455 | +105 | New | Q4 2025 | Mar 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 93 | 1 | 0.0% | — | 453 | +93 | New | Q4 2025 | Feb 13, 2026 |
| Elevated Capital Advisors, LLC | History | New | 55 | 1 | 0.0% | — | 454 | +55 | New | Q4 2025 | Jan 27, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 62 | 1 | 0.0% | 0.0% | 452 | -16 | -20.51% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -898,623 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -874,693 | -100.0% | Q3 2025 | Nov 10, 2025 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -517,920 | -100.0% | Q3 2025 | Mar 31, 2026 |
| Price Capital Management, Inc. | History | Closed out | 0 | 0 | — | 8.63% | — | -402,920 | -100.0% | Q3 2025 | Nov 10, 2025 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.09% | — | -401,390 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Global Retirement Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -150,771 | -100.0% | Q3 2025 | Oct 21, 2025 |
| HUB Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -103,917 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Farmers & Merchants Trust Co of Long Beach | History | Closed out | 0 | 0 | — | 0.21% | — | -53,862 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Note Advisors, LLC | History | Closed out | 0 | 0 | — | 0.56% | — | -51,885 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.55% | — | -41,680 | -100.0% | Q3 2025 | Oct 31, 2025 |
| TCFG WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -33,471 | -100.0% | Q3 2025 | Nov 21, 2025 |
| HB Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,744 | -100.0% | Q3 2025 | Oct 23, 2025 |
| BURKE & HERBERT BANK & TRUST CO | History | Closed out | 0 | 0 | — | 0.1% | — | -24,688 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -21,773 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Platform Technology Partners | History | Closed out | 0 | 0 | — | 0.09% | — | -20,499 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,852 | -100.0% | Q3 2025 | Nov 12, 2025 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -17,389 | -100.0% | Q3 2025 | Nov 04, 2025 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -15,853 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Merkkuri Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -13,491 | -100.0% | Q3 2025 | Oct 29, 2025 |
| ARS Wealth Advisors Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -12,888 | -100.0% | Q3 2025 | Oct 06, 2025 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,920 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -10,865 | -100.0% | Q3 2025 | Nov 06, 2025 |
| NORTHERN TRUST CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,688 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Aspect Partners, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -10,287 | -100.0% | Q3 2025 | Nov 06, 2025 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,027 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Integrated Advisors Network LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,002 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,012 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tanglewood Legacy Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,700 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -900 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -850 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Parkside Financial Bank & Trust | History | Closed out | 0 | 0 | — | 0.0% | — | -835 | -100.0% | Q3 2025 | Oct 30, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -661 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Premier Financial Group | History | Closed out | 0 | 0 | — | 0.0% | — | -588 | -100.0% | Q3 2025 | Oct 20, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -492 | -100.0% | Q3 2025 | Jan 12, 2026 |
| REAP Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -241 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Federation des caisses Desjardins du Quebec | History | Closed out | 0 | 0 | — | — | — | -34 | -100.0% | Q3 2025 | Nov 14, 2025 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 28 | 0 | — | 0.0% | — | -27 | -49.09% | Q4 2025 | Jan 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |