FIRST TRUST EXCHANGE-TRADED FUND - FTCS
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Reduced | 7,679,621 | 710,453 | 0.19% | 0.22% | 1 | -397,912 | -4.93% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Reduced | 5,619,073 | 519,829 | 0.03% | 0.03% | 2 | -161,475 | -2.79% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 4,506,375 | 416,891 | 0.13% | 0.15% | 3 | -341,692 | -7.05% | Q4 2025 | Feb 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,896,284 | 267,939 | 0.05% | 0.05% | 4 | -167,342 | -5.46% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,616,813 | 149,573 | 0.01% | 0.01% | 5 | -56,271 | -3.36% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,527,682 | 141,328 | 0.15% | 0.18% | 6 | -102,634 | -6.3% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 1,420,141 | 131,380 | 0.02% | 0.02% | 7 | +11,966 | 0.85% | Q4 2025 | Jan 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,264,645 | 117,054 | 0.17% | 0.18% | 8 | -76,410 | -5.7% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,181,806 | 109,332 | 0.02% | — | 9 | +1,181,806 | New | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,097,591 | 101,549 | 0.02% | 0.02% | 10 | +126,294 | 13.0% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,092,231 | 101,039 | 0.03% | 0.03% | 11 | -42,319 | -3.73% | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 980,540 | 90,711 | 0.24% | 0.26% | 12 | -30,925 | -3.06% | Q4 2025 | Feb 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 904,210 | 83,649 | 0.11% | 0.14% | 13 | -217,043 | -19.36% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 742,629 | 68,701 | 0.06% | 0.06% | 14 | -2,665 | -0.36% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 736,571 | 68,140 | 0.04% | 0.04% | 15 | +71,456 | 10.74% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 647,556 | 59,906 | 0.28% | 0.34% | 16 | -82,523 | -11.3% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 568,626 | 52,604 | 0.07% | 0.07% | 17 | -2,717 | -0.48% | Q4 2025 | Feb 02, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 470,218 | 43,500 | 0.5% | 0.73% | 18 | +14,814 | 3.25% | Q4 2025 | Jan 29, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 428,828 | 39,992 | 2.7% | 3.07% | 19 | -9,427 | -2.15% | Q4 2025 | Jan 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 418,008 | 38,671 | 0.09% | 0.09% | 20 | +16,707 | 4.16% | Q4 2025 | Feb 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 401,259 | 37,121 | 0.75% | 1.26% | 21 | -191,701 | -32.33% | Q4 2025 | Feb 09, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 384,075 | 35,531 | 0.15% | 0.17% | 22 | -2,816 | -0.73% | Q4 2025 | Feb 13, 2026 |
| American Financial Advisors, LLC | History | Reduced | 368,512 | 34,091 | 4.4% | 4.56% | 23 | -9,820 | -2.6% | Q4 2025 | Feb 03, 2026 |
| Pollock Investment Advisors, LLC | History | Reduced | 361,802 | 33,470 | 24.61% | 27.28% | 24 | -10,199 | -2.74% | Q4 2025 | Feb 12, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 338,391 | 31,305 | 0.98% | 1.06% | 25 | -22,108 | -6.13% | Q4 2025 | Jan 05, 2026 |
| NewEdge Advisors, LLC | History | Added to | 228,199 | 29,569 | 0.11% | 0.12% | 26 | +34,326 | 17.71% | Q4 2025 | Feb 18, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 308,141 | 28,506 | 0.02% | 0.02% | 27 | -22,922 | -6.92% | Q4 2025 | Feb 10, 2026 |
| Gratus Wealth Advisors, LLC | History | Added to | 307,493 | 28,446 | 3.94% | 4.03% | 28 | +1,542 | 0.5% | Q4 2025 | Feb 04, 2026 |
| Archer Investment Corp | History | Reduced | 303,036 | 28,034 | 6.32% | 6.81% | 29 | -19,404 | -6.02% | Q4 2025 | Jan 30, 2026 |
| IFG Advisory, LLC | History | Reduced | 279,311 | 25,839 | 1.13% | 1.44% | 30 | -58,208 | -17.25% | Q4 2025 | Feb 10, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 278,672 | 25,780 | 0.16% | 0.17% | 31 | -4,875 | -1.72% | Q4 2025 | Jan 29, 2026 |
| Regal Investment Advisors LLC | History | Added to | 267,350 | 24,733 | 1.48% | 1.6% | 32 | +5,122 | 1.95% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 259,931 | 24,046 | 0.06% | 0.09% | 33 | -103,721 | -28.52% | Q4 2025 | Feb 13, 2026 |
| Randall & Associates Wealth Management | History | Reduced | 258,042 | 23,871 | 16.55% | 18.53% | 34 | -14,484 | -5.31% | Q4 2025 | Jan 14, 2026 |
| Scarborough Advisors, LLC | History | Added to | 256,055 | 23,688 | 4.0% | 4.11% | 35 | +7,326 | 2.95% | Q4 2025 | Feb 17, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 220,594 | 21,860 | 0.5% | 0.52% | 36 | -2,167 | -0.97% | Q4 2025 | Feb 09, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 227,192 | 21,017 | 0.03% | 0.04% | 37 | -30,032 | -11.68% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Reduced | 207,909 | 19,234 | 0.02% | 0.03% | 38 | -2,567 | -1.22% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 186,690 | 17,271 | 0.03% | 0.03% | 39 | +18,411 | 10.94% | Q4 2025 | Mar 16, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 186,554 | 17,258 | 0.23% | 0.28% | 40 | +30,287 | 19.38% | Q4 2025 | Feb 06, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 185,891 | 17,197 | 1.28% | 1.61% | 41 | -36,629 | -16.46% | Q4 2025 | Jan 16, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | New | 179,789 | 16,632 | 5.39% | — | 42 | +179,789 | New | Q4 2025 | Feb 13, 2026 |
| tru Independence LLC | History | Added to | 177,567 | 16,426 | 4.14% | 3.99% | 43 | +13,662 | 8.34% | Q4 2025 | Jan 22, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 175,919 | 16,274 | 2.26% | 1.99% | 44 | +41,581 | 30.95% | Q4 2025 | Jan 21, 2026 |
| Investors Research Corp | History | Added to | 172,565 | 15,964 | 2.92% | 2.89% | 45 | +6,031 | 3.62% | Q4 2025 | Jan 06, 2026 |
| BANK HAPOALIM BM | History | New | 159,000 | 14,709 | 1.28% | — | 46 | +159,000 | New | Q4 2025 | Feb 17, 2026 |
| Sargent Investment Group, LLC | History | Reduced | 146,097 | 13,515 | 1.7% | 2.07% | 47 | -8,747 | -5.65% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 130,995 | 12,118 | 0.14% | 0.15% | 48 | -4,395 | -3.25% | Q4 2025 | Jan 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 120,930 | 11,187 | 0.01% | 0.01% | 49 | +2,696 | 2.28% | Q4 2025 | Feb 06, 2026 |
| HighTower Advisors, LLC | History | Reduced | 119,633 | 11,067 | 0.01% | 0.01% | 50 | -4,985 | -4.0% | Q4 2025 | Feb 06, 2026 |
| Holistic Financial Partners | History | Reduced | 114,921 | 10,631 | 3.86% | 4.51% | 51 | -2,837 | -2.41% | Q4 2025 | Jan 07, 2026 |
| Western Wealth Management, LLC | History | Added to | 113,606 | 10,509 | 0.48% | 0.55% | 52 | +2,160 | 1.94% | Q4 2025 | Feb 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 112,707 | 10,426 | 0.07% | 0.07% | 53 | +3,990 | 3.67% | Q4 2025 | Feb 17, 2026 |
| Concentrum Wealth Management | History | Added to | 112,382 | 10,396 | 2.9% | 2.96% | 54 | +2,965 | 2.71% | Q4 2025 | Feb 04, 2026 |
| Merit Financial Group, LLC | History | New | 112,162 | 10,376 | 0.08% | — | 55 | +112,162 | New | Q4 2025 | Jan 26, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 111,445 | 10,309 | 0.06% | 0.06% | 56 | +7,000 | 6.7% | Q4 2025 | Feb 12, 2026 |
| Virtus Wealth Solutions LLC | History | Reduced | 111,103 | 10,278 | 1.95% | 2.02% | 57 | -1,214 | -1.08% | Q4 2025 | Jan 29, 2026 |
| Arax Advisory Partners | History | New | 109,481 | 10,128 | 0.29% | — | 58 | +109,481 | New | Q4 2025 | Feb 13, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 107,690 | 9,962 | 1.05% | 1.14% | 59 | -2,545 | -2.31% | Q4 2025 | Feb 13, 2026 |
| Prospera Financial Services Inc | History | Reduced | 106,828 | 9,886 | 0.16% | 0.28% | 60 | -65,928 | -38.16% | Q4 2025 | Feb 09, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 104,810 | 9,700 | 0.11% | 0.1% | 61 | +7,622 | 7.84% | Q4 2025 | Feb 02, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 102,919 | 9,521 | 1.26% | — | 62 | +102,919 | New | Q4 2025 | Feb 04, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 95,340 | 8,820 | 0.17% | 0.19% | 63 | -7,608 | -7.39% | Q4 2025 | Feb 12, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 95,165 | 8,803 | 1.45% | 1.4% | 64 | +7,611 | 8.69% | Q4 2025 | Feb 06, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 93,015 | 8,604 | 0.02% | — | 65 | +93,015 | New | Q4 2025 | Feb 17, 2026 |
| Rothschild Wealth LLC | History | New | 91,936 | 8,505 | 0.82% | — | 66 | +91,936 | New | Q4 2025 | Feb 17, 2026 |
| Triumph Capital Management | History | Reduced | 90,062 | 8,331 | 1.8% | 2.29% | 67 | -980 | -1.08% | Q4 2025 | Feb 12, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 89,642 | 8,292 | 0.4% | 0.49% | 68 | +2,364 | 2.71% | Q4 2025 | Jan 28, 2026 |
| TD Capital Management LLC | History | Reduced | 88,920 | 8,226 | 0.73% | 0.75% | 69 | -297 | -0.33% | Q4 2025 | Feb 26, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 84,867 | 7,851 | 0.87% | 1.36% | 70 | -22,406 | -20.89% | Q4 2025 | Feb 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 83,964 | 7,767 | 0.1% | 0.11% | 71 | -2,243 | -2.6% | Q4 2025 | Jan 29, 2026 |
| Solano Wealth Investment Advisors LLC | History | Reduced | 83,574 | 7,731 | 3.83% | 4.49% | 72 | -15,789 | -15.89% | Q4 2025 | Feb 12, 2026 |
| Jump Financial, LLC | History | New | 83,138 | 7,691 | 0.09% | — | 73 | +83,138 | New | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 82,265 | 7,610 | 0.0% | 0.0% | 74 | +3,179 | 4.02% | Q4 2025 | Mar 25, 2026 |
| Southland Equity Partners LLC | History | Reduced | 81,621 | 7,550 | 1.49% | 1.59% | 75 | -2,288 | -2.73% | Q4 2025 | Jan 14, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Reduced | 81,234 | 7,515 | 5.4% | 5.71% | 76 | -1,439 | -1.74% | Q4 2025 | Jan 27, 2026 |
| RiverTree Advisors, LLC | History | Reduced | 78,611 | 7,272 | 4.64% | 4.72% | 77 | -19 | -0.02% | Q4 2025 | Jan 15, 2026 |
| Creative Planning | History | Added to | 77,250 | 7,146 | 0.01% | 0.01% | 78 | +2,422 | 3.24% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 76,916 | 7,115 | 0.01% | 0.01% | 79 | +3,095 | 4.19% | Q4 2025 | Jan 23, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 76,451 | 7,072 | 0.1% | 0.11% | 80 | -1,530 | -1.96% | Q4 2025 | Feb 09, 2026 |
| DAGCO, INC. | History | Reduced | 76,047 | 7,035 | 1.62% | 1.81% | 81 | -668 | -0.87% | Q4 2025 | Jan 08, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 73,994 | 6,845 | 1.94% | 2.0% | 82 | +670 | 0.91% | Q4 2025 | Feb 05, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 72,813 | 6,736 | 0.0% | 0.0% | 83 | +26,414 | 56.93% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 71,948 | 6,639 | 0.03% | 0.04% | 84 | +874 | 1.23% | Q4 2025 | Feb 17, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 70,252 | 6,499 | 0.08% | 0.09% | 85 | -2,394 | -3.3% | Q4 2025 | Feb 05, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 67,616 | 6,255 | 0.18% | 0.18% | 86 | +9,952 | 17.26% | Q4 2025 | Feb 12, 2026 |
| Plotkin Financial Advisors, LLC | History | Reduced | 65,801 | 6,087 | 2.97% | 3.13% | 87 | -1,734 | -2.57% | Q4 2025 | Feb 19, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 65,182 | 6,030 | 0.12% | 0.23% | 88 | -35,198 | -35.06% | Q4 2025 | Feb 13, 2026 |
| Atlas Wealth LLC | History | Added to | 64,642 | 5,980 | 1.82% | 1.91% | 89 | +1,554 | 2.46% | Q4 2025 | Feb 05, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 64,003 | 5,921 | 0.07% | 0.06% | 90 | -4,817 | -7.0% | Q4 2025 | Feb 13, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 62,577 | 5,789 | 0.07% | 0.12% | 91 | -35,645 | -36.29% | Q4 2025 | Jan 26, 2026 |
| Intellus Advisors LLC | History | Added to | 59,491 | 5,503 | 0.73% | 0.72% | 92 | +3,165 | 5.62% | Q4 2025 | Feb 06, 2026 |
| Purus Wealth Management, LLC | History | Added to | 59,234 | 5,479 | 1.71% | 1.76% | 93 | +244 | 0.41% | Q4 2025 | Jan 27, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | Reduced | 58,318 | 5,395 | 2.31% | 2.49% | 94 | -408 | -0.69% | Q4 2025 | Jan 26, 2026 |
| Claris Financial LLC | History | New | 58,164 | 5,380 | 2.86% | — | 95 | +58,164 | New | Q4 2025 | Feb 19, 2026 |
| Bernardo Wealth Planning LLC | History | Reduced | 58,063 | 5,371 | 1.02% | 1.07% | 96 | -373 | -0.64% | Q4 2025 | Jan 26, 2026 |
| ABLE Financial Group, LLC | History | Added to | 57,580 | 5,326 | 1.08% | 1.17% | 97 | +14 | 0.02% | Q4 2025 | Jan 23, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 56,274 | 5,206 | 0.13% | 0.15% | 98 | -2,264 | -3.87% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 54,876 | 5,178 | 0.01% | 0.01% | 99 | +2,648 | 5.07% | Q4 2025 | Jan 08, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 55,484 | 5,132 | 0.12% | 0.13% | 100 | -1,307 | -2.3% | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | Added to | 52,736 | 4,878 | 0.08% | 0.09% | 101 | +7,853 | 17.5% | Q4 2025 | Mar 12, 2026 |
| KPP Advisory Services LLC | History | Added to | 51,515 | 4,765 | 0.69% | 0.65% | 102 | +4,836 | 10.36% | Q4 2025 | Feb 02, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 50,350 | 4,657 | 0.11% | 0.13% | 103 | -2,380 | -4.51% | Q4 2025 | Jan 28, 2026 |
| MAI Capital Management | History | Reduced | 49,987 | 4,624 | 0.03% | 0.03% | 104 | -2,973 | -5.61% | Q4 2025 | Feb 13, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Added to | 49,776 | 4,604 | 4.14% | 4.07% | 105 | +2,792 | 5.94% | Q4 2025 | Jan 23, 2026 |
| PFG Advisors | History | Reduced | 49,710 | 4,598 | 0.22% | 0.34% | 106 | -38,993 | -43.96% | Q4 2025 | Jan 27, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 49,464 | 4,575 | 0.33% | 0.35% | 107 | -1,299 | -2.56% | Q4 2025 | Feb 11, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 49,368 | 4,567 | 0.0% | 0.0% | 108 | +10,121 | 25.79% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Reduced | 48,119 | 4,451 | 0.03% | 0.03% | 109 | -1,597 | -3.21% | Q4 2025 | Jan 26, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 47,965 | 4,437 | 1.48% | 1.55% | 110 | -389 | -0.8% | Q4 2025 | Jan 28, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 48,419 | 4,433 | 0.11% | 0.09% | 111 | +387 | 0.81% | Q4 2025 | Feb 11, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 47,878 | 4,429 | 0.03% | 0.03% | 112 | -1,006 | -2.06% | Q4 2025 | Feb 13, 2026 |
| Dakota Wealth Management | History | New | 47,526 | 4,396 | 0.08% | — | 113 | +47,526 | New | Q4 2025 | Jan 13, 2026 |
| Y.D. More Investments Ltd | History | Reduced | 47,369 | 4,396 | 0.21% | 0.28% | 114 | -5,140 | -9.79% | Q4 2025 | Jan 21, 2026 |
| Atria Investments, Inc | History | Reduced | 47,117 | 4,358 | 0.05% | 0.05% | 115 | -38 | -0.08% | Q4 2025 | Feb 05, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 47,055 | 4,353 | 2.06% | 1.02% | 116 | +3,634 | 8.37% | Q4 2025 | Feb 06, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Reduced | 43,264 | 4,158 | 1.09% | 1.07% | 117 | -236 | -0.54% | Q4 2025 | Jan 26, 2026 |
| CITIGROUP INC | History | Added to | 43,981 | 4,068 | 0.0% | 0.0% | 118 | +1,678 | 3.97% | Q4 2025 | Feb 13, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 43,538 | 4,027 | 1.28% | 1.33% | 119 | +508 | 1.18% | Q4 2025 | Feb 03, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 42,311 | 3,914 | 0.12% | 0.14% | 120 | -5,305 | -11.14% | Q4 2025 | Jan 06, 2026 |
| Waterfront Wealth Inc. | History | Added to | 39,987 | 3,849 | 0.73% | 0.76% | 121 | +441 | 1.12% | Q4 2025 | Jan 27, 2026 |
| NBC SECURITIES, INC. | History | Added to | 40,856 | 3,779 | 0.28% | 0.29% | 122 | +406 | 1.0% | Q4 2025 | Jan 29, 2026 |
| Sigma Planning Corp | History | Reduced | 40,796 | 3,774 | 0.1% | 0.12% | 123 | -4,374 | -9.68% | Q4 2025 | Jan 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 40,680 | 3,763 | 0.0% | 0.0% | 124 | -623 | -1.51% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 40,487 | 3,745 | 0.04% | 0.03% | 125 | +16,740 | 70.49% | Q4 2025 | Jan 23, 2026 |
| Ergawealth Advisors, Inc. | History | Reduced | 40,140 | 3,713 | 1.71% | 5.3% | 126 | -81,378 | -66.97% | Q4 2025 | Jan 21, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 40,040 | 3,704 | 0.25% | 0.29% | 127 | +1,546 | 4.02% | Q4 2025 | Feb 03, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 39,329 | 3,638 | 0.23% | 0.24% | 128 | +3 | 0.01% | Q4 2025 | Feb 17, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | New | 38,628 | 3,573 | 1.6% | — | 129 | +38,628 | New | Q4 2025 | Feb 06, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 38,063 | 3,521 | 0.25% | 0.29% | 130 | -2,921 | -7.13% | Q4 2025 | Feb 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 37,874 | 3,503 | 0.01% | 0.01% | 131 | +16,919 | 80.74% | Q4 2025 | Feb 06, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 37,213 | 3,442 | 0.07% | 0.08% | 132 | -3,897 | -9.48% | Q4 2025 | Feb 06, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 36,021 | 3,332 | 0.26% | 0.28% | 133 | -502 | -1.37% | Q4 2025 | Feb 17, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 35,284 | 3,264 | 0.15% | 0.17% | 134 | -1,145 | -3.14% | Q4 2025 | Feb 13, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 35,228 | 3,258 | 0.27% | 0.27% | 135 | +1,958 | 5.89% | Q4 2025 | Jan 23, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 34,941 | 3,232 | 0.18% | 0.21% | 136 | -1,753 | -4.78% | Q4 2025 | Feb 10, 2026 |
| Delos Wealth Advisors, LLC | History | Added to | 34,527 | 3,194 | 2.11% | 2.11% | 137 | +1,029 | 3.07% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 34,383 | 3,180 | 0.0% | 0.0% | 138 | +716 | 2.13% | Q4 2025 | Feb 17, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 34,332 | 3,176 | 0.05% | 0.03% | 139 | +18,773 | 120.66% | Q4 2025 | Feb 19, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 34,150 | 3,159 | 0.1% | 0.16% | 140 | -14,983 | -30.49% | Q4 2025 | Jan 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 34,053 | 3,150 | 0.04% | 0.04% | 141 | +1,253 | 3.82% | Q4 2025 | Feb 10, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 33,694 | 3,117 | 0.15% | 0.39% | 142 | -25,930 | -43.49% | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | Reduced | 33,624 | 3,110 | 0.01% | 0.01% | 143 | -3,050 | -8.32% | Q4 2025 | Jan 29, 2026 |
| StoneX Group Inc. | History | Added to | 33,085 | 3,060 | 0.13% | 0.13% | 144 | +1,088 | 3.4% | Q4 2025 | Feb 12, 2026 |
| Paragon Private Wealth Management, LLC | History | Reduced | 32,927 | 3,046 | 0.94% | 1.06% | 145 | -1,553 | -4.5% | Q4 2025 | Feb 11, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 32,359 | 2,994 | 0.02% | — | 146 | +32,359 | New | Q4 2025 | Feb 18, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Reduced | 32,002 | 2,960 | 2.48% | 2.47% | 147 | -194 | -0.6% | Q4 2025 | Jan 20, 2026 |
| Forge Financial Services LLC | History | Reduced | 31,883 | 2,949 | 1.26% | 1.47% | 148 | -1,838 | -5.45% | Q4 2025 | Feb 12, 2026 |
| Sun Financial Inc | History | New | 31,382 | 2,903 | 1.62% | — | 149 | +31,382 | New | Q4 2025 | Feb 02, 2026 |
| IFP Advisors, Inc | History | Added to | 31,127 | 2,879 | 0.06% | 0.07% | 150 | +1,380 | 4.64% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Added to | 31,092 | 2,876 | 0.01% | 0.01% | 151 | +766 | 2.53% | Q4 2025 | Jan 26, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 30,998 | 2,867 | 1.68% | — | 152 | +30,998 | New | Q4 2025 | Feb 11, 2026 |
| CRUX WEALTH ADVISORS | History | Added to | 30,872 | 2,856 | 1.06% | 0.23% | 153 | +24,608 | 392.85% | Q4 2025 | Jan 21, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 30,826 | 2,851 | 0.13% | 0.13% | 154 | +1,770 | 6.09% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 29,455 | 2,724 | 0.0% | 0.0% | 155 | +347 | 1.19% | Q4 2025 | Feb 11, 2026 |
| Centerpoint Advisory Group | History | No change | 29,156 | 2,697 | 2.08% | 2.12% | 156 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 29,110 | 2,693 | 0.1% | 0.11% | 157 | -1,458 | -4.77% | Q4 2025 | Feb 17, 2026 |
| Perissos Private Wealth Management, LLC | History | Reduced | 29,085 | 2,690 | 2.32% | 2.16% | 158 | -2,630 | -8.29% | Q4 2025 | Feb 09, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 29,053 | 2,687 | 0.59% | — | 159 | +29,053 | New | Q4 2025 | Feb 18, 2026 |
| Capital Developers, LLC | History | New | 28,593 | 2,645 | 2.37% | — | 160 | +28,593 | New | Q4 2025 | Jan 30, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Reduced | 28,482 | 2,634 | 1.07% | 1.15% | 161 | -277 | -0.96% | Q4 2025 | Jan 22, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 27,857 | 2,577 | 0.13% | 0.15% | 162 | -943 | -3.27% | Q4 2025 | Feb 05, 2026 |
| 1776 Wealth LLC | History | Reduced | 27,740 | 2,566 | 0.97% | 1.04% | 163 | -1,121 | -3.88% | Q4 2025 | Feb 11, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 27,224 | 2,518 | 0.15% | 0.16% | 164 | -996 | -3.53% | Q4 2025 | Jan 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 27,124 | 2,509 | 0.08% | 0.12% | 165 | -18,377 | -40.39% | Q4 2025 | Jan 09, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 27,076 | 2,504 | 0.09% | 0.12% | 166 | +938 | 3.59% | Q4 2025 | Feb 09, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 26,681 | 2,468 | 0.02% | 0.03% | 167 | +653 | 2.51% | Q4 2025 | Feb 13, 2026 |
| Richmond Investment Services, LLC | History | Added to | 26,420 | 2,444 | 0.42% | 0.46% | 168 | +176 | 0.67% | Q4 2025 | Feb 12, 2026 |
| Intrua Financial, LLC | History | Reduced | 26,406 | 2,442 | 0.26% | 0.28% | 169 | -1,434 | -5.15% | Q4 2025 | Feb 05, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 25,210 | 2,332 | 1.48% | 4.67% | 170 | -48,466 | -65.78% | Q4 2025 | Feb 05, 2026 |
| Summit Financial, LLC | History | Reduced | 25,059 | 2,318 | 0.03% | 0.06% | 171 | -18,126 | -41.97% | Q4 2025 | Feb 13, 2026 |
| Advisory Alpha, LLC | History | Reduced | 24,893 | 2,303 | 0.06% | 0.07% | 172 | -1,839 | -6.88% | Q4 2025 | Feb 06, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Reduced | 24,884 | 2,302 | 2.0% | 2.19% | 173 | -3,579 | -12.57% | Q4 2025 | Feb 05, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Reduced | 24,397 | 2,256 | 1.13% | 1.27% | 174 | -1,136 | -4.45% | Q4 2025 | Feb 09, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 24,071 | 2,226 | 0.74% | 0.81% | 175 | -1,366 | -5.37% | Q4 2025 | Jan 23, 2026 |
| Bank of New York Mellon Corp | History | Added to | 23,901 | 2,211 | 0.0% | 0.0% | 176 | +90 | 0.38% | Q4 2025 | Feb 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 23,799 | 2,201 | 0.03% | 0.04% | 177 | -3,730 | -13.55% | Q4 2025 | Feb 12, 2026 |
| Envision Financial LLC | History | Reduced | 23,623 | 2,185 | 1.15% | 1.34% | 178 | -1,286 | -5.16% | Q4 2025 | Jan 07, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 23,421 | 2,166 | 0.17% | 0.2% | 179 | -3,921 | -14.34% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 22,683 | 2,098 | 0.15% | 0.16% | 180 | +1,229 | 5.73% | Q4 2025 | Jan 21, 2026 |
| Skyview Financial Group LLC | History | New | 22,427 | 2,074 | 2.14% | — | 181 | +22,427 | New | Q4 2025 | Feb 18, 2026 |
| Truvestments Capital LLC | History | Reduced | 22,058 | 2,040 | 0.37% | 0.42% | 182 | -2,648 | -10.72% | Q4 2025 | Feb 13, 2026 |
| Quad-Cities Investment Group, LLC | History | Reduced | 21,910 | 2,026 | 0.84% | 0.9% | 183 | -601 | -2.67% | Q4 2025 | Jan 14, 2026 |
| RFG Advisory, LLC | History | Added to | 21,718 | 2,009 | 0.04% | 0.04% | 184 | +711 | 3.38% | Q4 2025 | Feb 03, 2026 |
| Kapstone Financial Advisors LLC | History | Reduced | 21,112 | 1,953 | 0.97% | 0.94% | 185 | -141 | -0.66% | Q4 2025 | Feb 05, 2026 |
| Mutual Advisors, LLC | History | Reduced | 21,088 | 1,950 | 0.04% | 0.04% | 186 | -497 | -2.3% | Q4 2025 | Feb 02, 2026 |
| Trueblood Wealth Management, LLC | History | Reduced | 20,721 | 1,916 | 0.75% | 0.76% | 187 | -66 | -0.32% | Q4 2025 | Jan 21, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 20,343 | 1,881 | 1.25% | 1.41% | 188 | -642 | -3.06% | Q4 2025 | Jan 07, 2026 |
| Fermata Advisors, LLC | History | Reduced | 20,314 | 1,879 | 0.45% | 0.53% | 189 | -2,067 | -9.24% | Q4 2025 | Jan 08, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Added to | 20,243 | 1,872 | 1.83% | 1.79% | 190 | +108 | 0.54% | Q4 2025 | Jan 07, 2026 |
| HFG Advisors, Inc. | History | Added to | 20,208 | 1,869 | 1.35% | 1.38% | 191 | +267 | 1.34% | Q4 2025 | Feb 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 20,045 | 1,854 | 0.1% | 0.11% | 192 | +774 | 4.02% | Q4 2025 | Jan 26, 2026 |
| ERn Financial, LLC | History | Added to | 19,961 | 1,846 | 0.35% | 0.36% | 193 | +220 | 1.11% | Q4 2025 | Jan 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 19,838 | 1,835 | 0.0% | 0.0% | 194 | +4,805 | 31.96% | Q4 2025 | Feb 13, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 19,760 | 1,828 | 0.08% | 0.1% | 195 | -2,559 | -11.47% | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 19,664 | 1,819 | 0.01% | 0.01% | 196 | +1,768 | 9.88% | Q4 2025 | Feb 12, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 19,636 | 1,816 | 0.3% | 0.3% | 197 | +1,907 | 10.76% | Q4 2025 | Feb 11, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 19,609 | 1,814 | 0.08% | 0.1% | 198 | -1,607 | -7.57% | Q4 2025 | Feb 17, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Added to | 19,514 | 1,805 | 1.29% | 1.33% | 199 | +2 | 0.01% | Q4 2025 | Jan 14, 2026 |
| BIP Wealth, LLC | History | New | 19,336 | 1,788 | 0.06% | — | 200 | +19,336 | New | Q4 2025 | Jan 21, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 19,296 | 1,785 | 0.01% | 0.02% | 201 | -494 | -2.5% | Q4 2025 | Feb 18, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 19,017 | 1,759 | 0.55% | 0.57% | 202 | -291 | -1.51% | Q4 2025 | Jan 22, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 18,904 | 1,749 | 0.01% | 0.01% | 203 | +109 | 0.58% | Q4 2025 | Jan 05, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 18,837 | 1,742 | 0.05% | 0.06% | 204 | +8,678 | 85.42% | Q4 2025 | Feb 10, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 18,482 | 1,709 | 0.1% | 0.15% | 205 | -18,828 | -50.46% | Q4 2025 | Jan 30, 2026 |
| Plus Group Wealth Advisors LLC | History | New | 18,102 | 1,674 | 1.86% | — | 206 | +18,102 | New | Q4 2025 | Feb 05, 2026 |
| ForthRight Wealth Management, LLC | History | Reduced | 17,902 | 1,656 | 0.48% | 0.5% | 207 | -623 | -3.36% | Q4 2025 | Jan 13, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 16,688 | 1,543 | 0.16% | 0.17% | 208 | -435 | -2.54% | Q4 2025 | Feb 18, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 16,667 | 1,541 | 0.55% | 0.53% | 209 | +1,198 | 7.74% | Q4 2025 | Jan 26, 2026 |
| BEACON FINANCIAL GROUP | History | New | 16,650 | 1,540 | 0.15% | — | 210 | +16,650 | New | Q4 2025 | Apr 01, 2026 |
| Confluence Wealth Services, Inc. | History | Reduced | 16,510 | 1,527 | 0.06% | 0.09% | 211 | -2,187 | -11.7% | Q4 2025 | Jan 28, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 16,314 | 1,509 | 0.04% | 0.04% | 212 | +239 | 1.49% | Q4 2025 | Jan 29, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 16,292 | 1,507 | 0.03% | 0.03% | 213 | -2,483 | -13.23% | Q4 2025 | Jan 22, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 16,266 | 1,504 | 0.29% | 0.32% | 214 | -1,290 | -7.35% | Q4 2025 | Jan 21, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 15,884 | 1,469 | 0.24% | 0.27% | 215 | +33 | 0.21% | Q4 2025 | Feb 17, 2026 |
| PFG Investments, LLC | History | Added to | 15,866 | 1,467 | 0.07% | 0.07% | 216 | +1,719 | 12.15% | Q4 2025 | Jan 26, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 15,538 | 1,437 | 0.41% | 0.44% | 217 | -239 | -1.51% | Q4 2025 | Feb 09, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 15,469 | 1,431 | 0.52% | 0.61% | 218 | -753 | -4.64% | Q4 2025 | Jan 26, 2026 |
| Sovran Advisors, LLC | History | Reduced | 14,818 | 1,425 | 0.12% | 0.13% | 219 | -1,080 | -6.79% | Q4 2025 | Jan 20, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 15,361 | 1,421 | 0.03% | 0.04% | 220 | -2,650 | -14.71% | Q4 2025 | Feb 03, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 15,244 | 1,410 | 0.07% | 0.08% | 221 | +64 | 0.42% | Q4 2025 | Mar 04, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 15,071 | 1,394 | 0.32% | 0.35% | 222 | -1,115 | -6.89% | Q4 2025 | Feb 17, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 15,023 | 1,389 | 0.11% | 0.11% | 223 | -11 | -0.07% | Q4 2025 | Jan 23, 2026 |
| US BANCORP \DE\ | History | Added to | 14,972 | 1,385 | 0.0% | 0.0% | 224 | +723 | 5.07% | Q4 2025 | Jan 30, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 14,953 | 1,383 | 0.3% | 0.31% | 225 | -136 | -0.9% | Q4 2025 | Jan 16, 2026 |
| First PREMIER Bank | History | Reduced | 14,867 | 1,376 | 0.32% | 0.32% | 226 | -356 | -2.34% | Q4 2025 | Jan 23, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 14,781 | 1,367 | 0.0% | — | 227 | +14,781 | New | Q4 2025 | Feb 10, 2026 |
| Sequent Planning LLC | History | Reduced | 14,630 | 1,353 | 0.34% | 0.46% | 228 | -2,573 | -14.96% | Q4 2025 | Feb 05, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 14,513 | 1,342 | 0.12% | 0.11% | 229 | +869 | 6.37% | Q4 2025 | Jan 26, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 14,478 | 1,339 | 0.28% | 0.3% | 230 | -88 | -0.6% | Q4 2025 | Jan 26, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 14,410 | 1,333 | 0.08% | 0.1% | 231 | -1,801 | -11.11% | Q4 2025 | Feb 06, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 14,295 | 1,322 | 0.48% | 0.52% | 232 | -374 | -2.55% | Q4 2025 | Feb 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 13,947 | 1,290 | 0.0% | 0.0% | 233 | +287 | 2.1% | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, LLC | History | Added to | 13,845 | 1,280 | 0.01% | 0.01% | 234 | +4,222 | 43.87% | Q4 2025 | Feb 17, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 12,969 | 1,275 | 0.56% | 0.6% | 235 | -449 | -3.35% | Q4 2025 | Feb 13, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Added to | 13,478 | 1,261 | 1.06% | 0.96% | 236 | +620 | 4.82% | Q4 2025 | Jan 28, 2026 |
| Peak Planning Group, LLC | History | New | 13,476 | 1,246 | 0.35% | — | 237 | +13,476 | New | Q4 2025 | Feb 13, 2026 |
| DeDora Capital, Inc. | History | Reduced | 13,232 | 1,224 | 0.29% | 0.35% | 238 | -2,346 | -15.06% | Q4 2025 | Jan 22, 2026 |
| GAMMA Investing LLC | History | Added to | 13,077 | 1,209 | 0.06% | 0.06% | 239 | +1,963 | 17.66% | Q4 2025 | Jan 05, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | Reduced | 12,943 | 1,197 | 0.51% | 0.53% | 240 | -196 | -1.49% | Q4 2025 | Jan 15, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 12,800 | 1,184 | 0.07% | 0.07% | 241 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 12,647 | 1,169 | 0.01% | 0.01% | 242 | -281 | -2.17% | Q4 2025 | Feb 03, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 12,587 | 1,164 | 0.03% | 0.03% | 243 | +68 | 0.54% | Q4 2025 | Feb 05, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 11,539 | 1,139 | 0.33% | 0.46% | 244 | -2,702 | -18.97% | Q4 2025 | Feb 10, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | New | 12,282 | 1,136 | 0.09% | — | 245 | +12,282 | New | Q4 2025 | Feb 12, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Reduced | 12,131 | 1,122 | 0.23% | 0.25% | 246 | -232 | -1.88% | Q4 2025 | Jan 22, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 11,971 | 1,107 | 0.01% | 0.0% | 247 | +4,682 | 64.23% | Q4 2025 | Feb 11, 2026 |
| Holos Integrated Wealth LLC | History | Reduced | 11,944 | 1,104 | 0.62% | 0.67% | 248 | -339 | -2.76% | Q4 2025 | Jan 05, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 11,882 | 1,099 | 0.04% | 0.36% | 249 | -47,564 | -80.01% | Q4 2025 | Feb 04, 2026 |
| Keystone Financial Group | History | Reduced | 11,773 | 1,089 | 0.08% | 0.09% | 250 | -1,360 | -10.36% | Q4 2025 | Feb 06, 2026 |
| Visionary Wealth Advisors | History | Reduced | 11,726 | 1,084 | 0.05% | 0.05% | 251 | -205 | -1.72% | Q4 2025 | Feb 13, 2026 |
| Keystone Financial Services, LLC | History | Reduced | 11,704 | 1,082 | 0.74% | 0.82% | 252 | -860 | -6.84% | Q4 2025 | Jan 27, 2026 |
| LYNCH & ASSOCIATES/IN | History | Added to | 11,545 | 1,068 | 0.2% | 0.19% | 253 | +1,021 | 9.7% | Q4 2025 | Jan 07, 2026 |
| Moment Partners, LLC | History | Reduced | 11,404 | 1,054 | 0.22% | 0.25% | 254 | -3,821 | -25.1% | Q4 2025 | Feb 10, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 10,930 | 1,049 | 0.03% | 0.03% | 255 | -127 | -1.15% | Q4 2025 | Jan 28, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 11,291 | 1,044 | 0.03% | 0.01% | 256 | +6,806 | 151.75% | Q4 2025 | Jan 23, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 11,293 | 1,044 | 0.03% | 0.05% | 257 | -555 | -4.68% | Q4 2025 | Jan 20, 2026 |
| Savant Capital, LLC | History | Reduced | 11,208 | 1,036 | 0.01% | 0.01% | 258 | -691 | -5.81% | Q4 2025 | Feb 10, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | New | 10,949 | 1,012 | 0.21% | — | 259 | +10,949 | New | Q4 2025 | Feb 13, 2026 |
| Focus Financial Network, Inc. | History | Added to | 10,911 | 1,009 | 0.04% | 0.04% | 260 | +15 | 0.14% | Q4 2025 | Jan 12, 2026 |
| ARS Wealth Advisors Group, LLC | History | Reduced | 10,904 | 1,008 | 0.09% | 0.11% | 261 | -1,204 | -9.94% | Q4 2025 | Jan 12, 2026 |
| SLT Holdings LLC | History | Reduced | 10,754 | 994 | 0.64% | 0.71% | 262 | -937 | -8.01% | Q4 2025 | Feb 09, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 10,544 | 975 | 0.02% | 0.02% | 264 | +483 | 4.8% | Q4 2025 | Jan 14, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 10,548 | 975 | 0.43% | 0.43% | 263 | +117 | 1.12% | Q4 2025 | Feb 17, 2026 |
| Galvin, Gaustad & Stein, LLC | History | New | 10,516 | 972 | 0.08% | — | 265 | +10,516 | New | Q4 2025 | Jan 23, 2026 |
| Kaydan Wealth Management, Inc. | History | Reduced | 10,441 | 965 | 0.28% | 0.29% | 266 | -530 | -4.83% | Q4 2025 | Jan 12, 2026 |
| DB&C Advisors, LLC | History | New | 10,389 | 961 | 1.21% | — | 267 | +10,389 | New | Q4 2025 | Feb 11, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 10,368 | 959 | 0.22% | 0.22% | 268 | +475 | 4.8% | Q4 2025 | Jan 28, 2026 |
| Advisory Services Network, LLC | History | Added to | 10,249 | 948 | 0.01% | 0.01% | 269 | +110 | 1.08% | Q4 2025 | Feb 17, 2026 |
| Private Advisory Group LLC | History | Reduced | 10,200 | 943 | 0.07% | 0.09% | 270 | -1,720 | -14.43% | Q4 2025 | Jan 15, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 10,154 | 939 | 0.06% | 0.04% | 271 | +3,127 | 44.5% | Q4 2025 | Feb 10, 2026 |
| Stillwater Wealth Management Group | History | Reduced | 10,030 | 927 | 0.63% | 1.12% | 272 | -7,120 | -41.52% | Q4 2025 | Jan 27, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 10,007 | 925 | 0.05% | 0.05% | 273 | +204 | 2.08% | Q4 2025 | Jan 20, 2026 |
| CITY HOLDING CO | History | Reduced | 9,883 | 914 | 0.11% | 0.13% | 274 | -1,395 | -12.37% | Q4 2025 | Jan 22, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 9,845 | 910 | 0.26% | 0.28% | 275 | +406 | 4.3% | Q4 2025 | Jan 20, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 9,781 | 904 | 0.21% | 0.23% | 276 | -725 | -6.9% | Q4 2025 | Jan 21, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 9,626 | 897 | 0.09% | 0.09% | 277 | +132 | 1.39% | Q4 2025 | Feb 17, 2026 |
| GSG Advisors LLC | History | Added to | 9,657 | 893 | 0.23% | 0.24% | 278 | +14 | 0.15% | Q4 2025 | Jan 08, 2026 |
| Proactive Wealth Strategies LLC | History | Reduced | 9,635 | 891 | 0.35% | 0.41% | 279 | -444 | -4.41% | Q4 2025 | Feb 05, 2026 |
| Jacobi Capital Management LLC | History | New | 9,419 | 871 | 0.05% | — | 280 | +9,419 | New | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 9,372 | 867 | 0.0% | 0.0% | 281 | +4,129 | 78.75% | Q4 2025 | Feb 18, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 9,346 | 864 | 0.0% | 0.0% | 282 | -89 | -0.94% | Q4 2025 | Feb 17, 2026 |
| Schwallier Wealth Management LLC | History | Reduced | 8,907 | 861 | 0.55% | 0.72% | 283 | -3,450 | -27.92% | Q4 2025 | Feb 11, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 9,225 | 853 | 0.13% | 0.14% | 284 | -758 | -7.59% | Q4 2025 | Feb 10, 2026 |
| Kovack Advisors, Inc. | History | Added to | 9,113 | 843 | 0.04% | 0.07% | 285 | +1,545 | 20.41% | Q4 2025 | Feb 17, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 8,853 | 819 | 0.41% | 0.56% | 286 | -3,673 | -29.32% | Q4 2025 | Feb 13, 2026 |
| GTS SECURITIES LLC | History | Reduced | 8,845 | 818 | 0.03% | 0.1% | 287 | -17,740 | -66.73% | Q4 2025 | Feb 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 8,709 | 805 | 0.09% | 0.05% | 288 | +3,883 | 80.46% | Q4 2025 | Jan 23, 2026 |
| REDSTONE WEALTH MANAGEMENT, LLC | History | New | 8,683 | 803 | 0.63% | — | 289 | +8,683 | New | Q4 2025 | Feb 09, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Reduced | 8,626 | 797 | 0.27% | 1.83% | 290 | -50,548 | -85.42% | Q4 2025 | Jan 28, 2026 |
| Gilliland Jeter Wealth Management LLC | History | Reduced | 8,389 | 776 | 0.23% | 0.24% | 291 | -69 | -0.82% | Q4 2025 | Jan 23, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 8,364 | 773 | 0.05% | 0.05% | 292 | -873 | -9.45% | Q4 2025 | Feb 10, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 8,218 | 760 | 0.52% | 0.56% | 293 | -440 | -5.08% | Q4 2025 | Jan 22, 2026 |
| Capital Square, LLC | History | Added to | 8,178 | 756 | 0.39% | 0.38% | 294 | +215 | 2.7% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 8,097 | 749 | 0.02% | 0.07% | 295 | -19,533 | -70.69% | Q4 2025 | Feb 17, 2026 |
| Spire Wealth Management | History | Added to | 7,978 | 738 | 0.02% | 0.02% | 296 | +1,528 | 23.69% | Q4 2025 | Jan 14, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 7,629 | 705 | 0.25% | 0.3% | 297 | -582 | -7.09% | Q4 2025 | Feb 13, 2026 |
| LeClair Wealth Partners LLC | History | No change | 7,623 | 705 | 0.41% | 0.44% | 298 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MONEYWISE, INC. | History | Reduced | 7,578 | 701 | 0.29% | 0.37% | 299 | -1,242 | -14.08% | Q4 2025 | Feb 05, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 7,520 | 695 | 0.08% | 0.08% | 300 | -480 | -6.0% | Q4 2025 | Mar 03, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 7,453 | 689 | 0.04% | 0.06% | 301 | -1,484 | -16.61% | Q4 2025 | Feb 03, 2026 |
| Independent Wealth Network Inc. | History | Added to | 7,355 | 680 | 0.21% | 0.21% | 302 | +259 | 3.65% | Q4 2025 | Jan 26, 2026 |
| MTM Investment Management, LLC | History | Reduced | 7,314 | 676 | 0.22% | 0.22% | 303 | -250 | -3.31% | Q4 2025 | Feb 09, 2026 |
| WASHINGTON TRUST Co | History | Reduced | 7,300 | 675 | 0.02% | 0.03% | 304 | -3,650 | -33.33% | Q4 2025 | Feb 10, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Reduced | 7,219 | 667 | 0.43% | 0.44% | 305 | -14 | -0.19% | Q4 2025 | Feb 04, 2026 |
| WOLFF WIESE MAGANA LLC | History | Reduced | 6,975 | 645 | 0.35% | 0.37% | 306 | -99 | -1.4% | Q4 2025 | Jan 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 6,794 | 628 | 0.02% | 0.01% | 307 | +3,958 | 139.56% | Q4 2025 | Feb 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 6,756 | 625 | 0.0% | 0.0% | 308 | +117 | 1.76% | Q4 2025 | Feb 17, 2026 |
| REAP Financial Group, LLC | History | Added to | 4,694 | 621 | 0.13% | 0.09% | 309 | +230 | 5.15% | Q4 2025 | Feb 10, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 6,656 | 615 | 0.01% | 0.01% | 310 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 6,609 | 611 | 0.32% | 0.27% | 311 | -1,027 | -13.45% | Q4 2025 | Feb 18, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 6,554 | 606 | 0.01% | 0.01% | 312 | -142 | -2.12% | Q4 2025 | Feb 03, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 6,549 | 605 | 0.01% | 0.01% | 313 | +4 | 0.06% | Q4 2025 | Jan 30, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 6,534 | 604 | 0.02% | 0.02% | 314 | +70 | 1.08% | Q4 2025 | Feb 04, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Reduced | 6,513 | 602 | 0.33% | 0.35% | 315 | -77 | -1.17% | Q4 2025 | Feb 05, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 6,389 | 598 | 0.09% | 0.09% | 316 | -103 | -1.59% | Q4 2025 | Jan 16, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 6,160 | 586 | 0.13% | 0.14% | 317 | -134 | -2.13% | Q4 2025 | Jan 14, 2026 |
| Inscription Capital, LLC | History | Reduced | 6,252 | 578 | 0.06% | 0.07% | 318 | -706 | -10.15% | Q4 2025 | Jan 29, 2026 |
| Trek Financial, LLC | History | Reduced | 6,247 | 577 | 0.03% | 0.04% | 319 | -648 | -9.4% | Q4 2025 | Feb 04, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 6,209 | 574 | 0.04% | 0.04% | 320 | +2 | 0.03% | Q4 2025 | Feb 12, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 6,177 | 571 | 0.49% | 0.72% | 321 | -66,771 | -91.53% | Q4 2025 | Feb 06, 2026 |
| Eldridge Investment Advisors, Inc. | History | No change | 6,164 | 570 | 0.13% | 0.13% | 322 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | Reduced | 6,084 | 562 | 0.73% | 1.09% | 323 | -1,583 | -20.65% | Q4 2025 | Jan 07, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 6,024 | 557 | 0.03% | 0.03% | 324 | -74 | -1.21% | Q4 2025 | Jan 07, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 5,973 | 552 | 1.04% | — | 325 | +5,973 | New | Q4 2025 | Feb 18, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 5,900 | 545 | 0.03% | — | 326 | +5,900 | New | Q4 2025 | Feb 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 5,805 | 536 | 0.07% | — | 328 | +5,805 | New | Q4 2025 | Feb 09, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | No change | 5,800 | 536 | 0.12% | 0.13% | 327 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 5,793 | 535 | 0.03% | 0.03% | 329 | -254 | -4.2% | Q4 2025 | Jan 20, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Reduced | 5,742 | 531 | 0.2% | 0.26% | 330 | -1,085 | -15.89% | Q4 2025 | Feb 11, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 5,604 | 518 | 0.0% | 0.0% | 331 | +1,751 | 45.45% | Q4 2025 | Feb 17, 2026 |
| American Capital Advisory, LLC | History | Added to | 5,501 | 508 | 0.22% | 0.24% | 332 | +15 | 0.27% | Q4 2025 | Jan 30, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 5,434 | 502 | 0.2% | 0.23% | 333 | -572 | -9.52% | Q4 2025 | Jan 28, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Reduced | 5,397 | 499 | 0.33% | 0.33% | 334 | -1 | -0.02% | Q4 2025 | Jan 22, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 5,318 | 492 | 0.01% | 0.0% | 335 | +1,950 | 57.9% | Q4 2025 | Feb 11, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 5,164 | 477 | 0.03% | 0.03% | 336 | -337 | -6.13% | Q4 2025 | Jan 30, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 5,080 | 470 | 0.02% | 0.02% | 337 | +278 | 5.79% | Q4 2025 | Feb 13, 2026 |
| Novak & Powell Financial Services, Inc. | History | Reduced | 5,054 | 467 | 0.24% | 0.25% | 338 | -100 | -1.94% | Q4 2025 | Feb 10, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 5,048 | 466 | 0.03% | 0.03% | 339 | +18 | 0.36% | Q4 2025 | Feb 17, 2026 |
| Balance Wealth, LLC | History | Added to | 5,020 | 464 | 0.15% | 0.11% | 340 | +223 | 4.65% | Q4 2025 | Jan 21, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | New | 5,015 | 463 | 0.35% | — | 341 | +5,015 | New | Q4 2025 | Feb 11, 2026 |
| Brookstone Capital Management | History | Added to | 4,931 | 456 | 0.01% | 0.01% | 342 | +120 | 2.49% | Q4 2025 | Jan 15, 2026 |
| SEI INVESTMENTS CO | History | New | 4,852 | 448 | 0.0% | — | 343 | +4,852 | New | Q4 2025 | Feb 13, 2026 |
| Millennium Capital Advisors, LLC | History | No change | 4,828 | 446 | 0.26% | 0.27% | 344 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 4,792 | 443 | 0.19% | — | 345 | +4,792 | New | Q4 2025 | Mar 10, 2026 |
| Synergy Investment Management, LLC | History | Added to | 4,785 | 442 | 0.16% | 0.17% | 346 | +18 | 0.38% | Q4 2025 | Feb 06, 2026 |
| TRITONPOINT WEALTH, LLC | History | No change | 4,665 | 431 | 0.04% | 0.04% | 347 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Principle Wealth Partners LLC | History | Added to | 4,555 | 421 | 0.02% | 0.02% | 348 | +1 | 0.02% | Q4 2025 | Feb 06, 2026 |
| 55 North Private Wealth, LLC | History | New | 4,523 | 418 | 0.11% | — | 349 | +4,523 | New | Q4 2025 | Jan 27, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 4,510 | 417 | 0.02% | 0.02% | 350 | -327 | -6.76% | Q4 2025 | Feb 10, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | No change | 4,510 | 417 | 0.19% | 0.2% | 351 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 4,473 | 413 | 0.01% | 0.01% | 352 | -23 | -0.51% | Q4 2025 | Feb 12, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 4,455 | 412 | 0.17% | 0.25% | 354 | -1,771 | -28.45% | Q4 2025 | Feb 05, 2026 |
| WESBANCO BANK INC | History | No change | 4,456 | 412 | 0.01% | 0.01% | 353 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| W ADVISORS, LLC | History | New | 4,433 | 410 | 0.21% | — | 355 | +4,433 | New | Q4 2025 | Feb 13, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 4,174 | 410 | 0.55% | 0.49% | 356 | +402 | 10.66% | Q4 2025 | Feb 10, 2026 |
| CLG LLC | History | Reduced | 4,364 | 403 | 0.1% | 0.12% | 357 | -442 | -9.2% | Q4 2025 | Jan 15, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 4,353 | 402 | 0.14% | 0.17% | 358 | -56 | -1.27% | Q4 2025 | Feb 09, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 4,322 | 399 | 0.04% | 0.05% | 359 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 4,290 | 396 | 0.01% | 0.02% | 360 | -646 | -13.09% | Q4 2025 | Feb 17, 2026 |
| Modern Wealth Management, LLC | History | Added to | 4,272 | 395 | 0.01% | 0.01% | 361 | +22 | 0.52% | Q4 2025 | Feb 17, 2026 |
| Harvest Investment Services, LLC | History | Added to | 4,268 | 394 | 0.07% | 0.07% | 362 | +752 | 21.39% | Q4 2025 | Feb 17, 2026 |
| Level Wealth Management LLC | History | No change | 4,263 | 394 | 0.2% | 0.21% | 363 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Balboa Wealth Partners | History | Added to | 4,194 | 388 | 0.06% | 0.06% | 364 | +246 | 6.23% | Q4 2025 | Jan 16, 2026 |
| FIRST HORIZON CORP | History | New | 4,126 | 381 | 0.02% | — | 365 | +4,126 | New | Q4 2025 | Jan 27, 2026 |
| Fairvoy Private Wealth, LLC | History | Reduced | 4,126 | 381 | 0.09% | 0.09% | 366 | -216 | -4.97% | Q4 2025 | Jan 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 4,107 | 379 | 0.0% | 0.0% | 367 | +318 | 8.39% | Q4 2025 | Feb 17, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 4,064 | 375 | 0.01% | — | 368 | +4,064 | New | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 4,019 | 371 | 0.01% | 0.01% | 369 | -71 | -1.74% | Q4 2025 | Feb 06, 2026 |
| BDFS Capital LLC | History | New | 3,999 | 369 | 0.19% | — | 371 | +3,999 | New | Q4 2025 | Feb 26, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 3,996 | 369 | 0.21% | 0.22% | 370 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 3,957 | 366 | 0.0% | 0.0% | 372 | -1,969 | -33.23% | Q4 2025 | Feb 11, 2026 |
| Claro Advisors Inc. | History | No change | 3,941 | 364 | 0.05% | 0.05% | 373 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Mach-1 Financial Group, LLC | History | New | 3,903 | 361 | 0.07% | — | 374 | +3,903 | New | Q4 2025 | Feb 06, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 3,864 | 357 | 0.03% | 0.03% | 375 | -82 | -2.08% | Q4 2025 | Jan 09, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 3,819 | 353 | 0.02% | 0.02% | 376 | +10 | 0.26% | Q4 2025 | Jan 07, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 3,808 | 352 | 0.07% | 0.07% | 377 | +3 | 0.08% | Q4 2025 | Feb 12, 2026 |
| Prasad Wealth Partners, LLC | History | Reduced | 3,784 | 350 | 0.09% | 0.1% | 378 | -166 | -4.2% | Q4 2025 | Jan 27, 2026 |
| Belpointe Asset Management LLC | History | Added to | 3,774 | 349 | 0.01% | 0.01% | 379 | +572 | 17.86% | Q4 2025 | Jan 27, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 3,734 | 345 | 0.04% | 0.05% | 380 | +103 | 2.84% | Q4 2025 | Feb 10, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 3,686 | 344 | 0.03% | 0.04% | 381 | +1 | 0.03% | Q4 2025 | Jan 12, 2026 |
| ORG Partners LLC | History | No change | 3,700 | 342 | 0.06% | 0.06% | 382 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| TopTier Wealth Management, LLC | History | New | 3,655 | 338 | 0.23% | — | 384 | +3,655 | New | Q4 2025 | Feb 12, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 3,663 | 338 | 0.03% | 0.04% | 383 | -540 | -12.85% | Q4 2025 | Feb 13, 2026 |
| Beck Bode, LLC | History | Reduced | 3,644 | 337 | 0.06% | 0.08% | 385 | -1,352 | -27.06% | Q4 2025 | Feb 09, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 3,577 | 330 | 0.04% | 0.05% | 386 | -833 | -18.89% | Q4 2025 | Feb 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 3,449 | 319 | 0.0% | — | 387 | +3,449 | New | Q4 2025 | Feb 18, 2026 |
| Continuum Advisory, LLC | History | Added to | 3,362 | 311 | 0.03% | 0.02% | 388 | +1,005 | 42.64% | Q4 2025 | Feb 11, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 3,357 | 310 | 0.02% | 0.02% | 389 | -284 | -7.8% | Q4 2025 | Feb 13, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 3,336 | 308 | 0.07% | 0.08% | 390 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| NORTHERN TRUST CORP | History | No change | 3,326 | 307 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 3,314 | 306 | 0.2% | 0.23% | 392 | -249 | -6.99% | Q4 2025 | Feb 02, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 3,274 | 303 | 0.0% | 0.01% | 393 | -1,000 | -23.4% | Q4 2025 | Feb 10, 2026 |
| Wealth Management Associates, Inc. | History | No change | 3,273 | 302 | 0.11% | 0.11% | 394 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| L. Roy Papp & Associates, LLP | History | No change | 3,260 | 301 | 0.03% | 0.03% | 395 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Investment Partners Asset Management, Inc. | History | Reduced | 3,219 | 297 | 0.18% | 0.38% | 396 | -2,932 | -47.67% | Q4 2025 | Jan 15, 2026 |
| LVZ, Inc. | History | Reduced | 3,185 | 294 | 0.03% | 0.04% | 397 | -132 | -3.98% | Q4 2025 | Feb 10, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 3,185 | 294 | 0.25% | 0.27% | 398 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 3,058 | 293 | 0.01% | 0.01% | 399 | -1,744 | -36.32% | Q4 2025 | Jan 23, 2026 |
| Petix & Botte Co | History | No change | 2,994 | 276 | 0.06% | 0.06% | 400 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 2,975 | 275 | 0.1% | 0.12% | 401 | -415 | -12.24% | Q4 2025 | Jan 12, 2026 |
| TWIN CITY PRIVATE WEALTH, LLC | History | Reduced | 2,960 | 273 | 0.21% | 0.22% | 403 | -61 | -2.02% | Q4 2025 | Feb 13, 2026 |
| Summit Investment Advisory Services, LLC | History | Added to | 2,957 | 273 | 0.1% | 0.11% | 402 | +18 | 0.61% | Q4 2025 | Feb 04, 2026 |
| SFG Wealth Management, LLC. | History | Added to | 2,950 | 272 | 0.11% | 0.12% | 404 | +1 | 0.03% | Q4 2025 | Feb 03, 2026 |
| Smith Partners Wealth Management, LLC | History | New | 2,935 | 271 | 0.25% | — | 406 | +2,935 | New | Q4 2025 | Feb 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 2,904 | 271 | 0.09% | 0.05% | 405 | +1,365 | 88.69% | Q4 2025 | Feb 10, 2026 |
| Alliance Wealth Advisors, LLC | History | No change | 2,920 | 270 | 0.12% | 0.12% | 407 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Asset Allocation Strategies LLC | History | New | 2,915 | 269 | 0.05% | — | 408 | +2,915 | New | Q4 2025 | Feb 13, 2026 |
| BROWN ADVISORY INC | History | Reduced | 2,900 | 268 | 0.0% | 0.0% | 409 | -81 | -2.72% | Q4 2025 | Feb 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 2,858 | 264 | 0.01% | 0.01% | 411 | -2,221 | -43.73% | Q4 2025 | Feb 13, 2026 |
| Csenge Advisory Group | History | Added to | 2,862 | 264 | 0.01% | 0.01% | 410 | +171 | 6.35% | Q4 2025 | Feb 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 2,837 | 262 | 0.0% | 0.0% | 412 | -3,265 | -53.51% | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | No change | 2,810 | 260 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Rossby Financial, LCC | History | Added to | 2,809 | 259 | 0.08% | 0.07% | 414 | +419 | 17.53% | Q4 2025 | Feb 12, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 2,684 | 248 | 0.0% | 0.01% | 415 | -801 | -22.98% | Q4 2025 | Jan 20, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 2,679 | 247 | 0.04% | 0.04% | 416 | +4 | 0.15% | Q4 2025 | Feb 11, 2026 |
| Institute for Wealth Management, LLC. | History | New | 2,641 | 244 | 0.03% | — | 417 | +2,641 | New | Q4 2025 | Jan 27, 2026 |
| McDonough Capital Management, Inc | History | No change | 2,639 | 244 | 0.12% | 0.12% | 418 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Vigil Wealth Management, LLC | History | New | 2,635 | 243 | 0.2% | — | 419 | +2,635 | New | Q4 2025 | Feb 10, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 2,620 | 242 | 0.02% | 0.04% | 421 | -1,104 | -29.65% | Q4 2025 | Jan 22, 2026 |
| Narus Financial Partners, LLC | History | No change | 2,625 | 242 | 0.07% | 0.07% | 420 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 2,601 | 240 | 0.0% | 0.0% | 422 | -5 | -0.19% | Q4 2025 | Jan 07, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 2,588 | 239 | 0.16% | 0.21% | 424 | -561 | -17.82% | Q4 2025 | Jan 14, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 2,589 | 239 | 0.02% | 0.02% | 423 | -531 | -17.02% | Q4 2025 | Feb 09, 2026 |
| WJ Wealth Management, LLC | History | No change | 2,485 | 229 | 0.1% | 0.1% | 425 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Grove Bank & Trust | History | Reduced | 2,458 | 227 | 0.03% | 0.03% | 426 | -442 | -15.24% | Q4 2025 | Jan 08, 2026 |
| NOVEM GROUP | History | Added to | 2,461 | 227 | 0.03% | 0.03% | 427 | +172 | 7.51% | Q4 2025 | Jan 27, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 2,444 | 226 | 0.0% | 0.0% | 428 | -76 | -3.02% | Q4 2025 | Jan 12, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | No change | 2,433 | 225 | 0.05% | 0.06% | 429 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MBE Wealth Management, LLC | History | Added to | 2,426 | 224 | 0.09% | 0.1% | 430 | +3 | 0.12% | Q4 2025 | Jan 21, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 2,418 | 223 | 0.01% | 0.01% | 431 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| COMMERCE BANK | History | Reduced | 2,379 | 220 | 0.0% | 0.0% | 432 | -675 | -22.1% | Q4 2025 | Feb 13, 2026 |
| Saxony Capital Management, LLC | History | Reduced | 2,375 | 219 | 0.13% | 0.16% | 433 | -225 | -8.65% | Q4 2025 | Jan 15, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 2,377 | 219 | 0.03% | 0.04% | 434 | +6 | 0.25% | Q4 2025 | Jan 14, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | New | 2,342 | 216 | 0.0% | — | 435 | +2,342 | New | Q4 2025 | Feb 02, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 2,324 | 215 | 0.21% | — | 436 | +2,324 | New | Q4 2025 | Feb 12, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 2,310 | 213 | 0.02% | 0.01% | 437 | +1,477 | 177.31% | Q4 2025 | Jan 28, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 2,279 | 210 | 0.06% | 0.08% | 438 | -211 | -8.47% | Q4 2025 | Jan 06, 2026 |
| SteelPeak Wealth, LLC | History | No change | 2,231 | 206 | 0.01% | 0.01% | 439 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| AMG National Trust Bank | History | No change | 2,225 | 205 | 0.0% | 0.01% | 440 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Greenfield Savings Bank | History | No change | 2,219 | 205 | 0.09% | 0.09% | 441 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| RiverFront Investment Group, LLC | History | Reduced | 2,215 | 204 | 0.0% | 0.0% | 442 | -419 | -15.91% | Q4 2025 | Feb 05, 2026 |
| Kesler, Norman & Wride, LLC | History | New | 2,204 | 203 | 0.03% | — | 443 | +2,204 | New | Q4 2025 | Feb 10, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 2,192 | 202 | 0.01% | 0.01% | 444 | -22 | -0.99% | Q4 2025 | Jan 28, 2026 |
| Blue Trust, Inc. | History | Reduced | 2,067 | 191 | 0.0% | 0.0% | 445 | -34 | -1.62% | Q4 2025 | Jan 16, 2026 |
| Luminist Capital LLC | History | No change | 1,977 | 182 | 0.22% | 0.16% | 446 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,876 | 173 | 0.0% | 0.0% | 447 | +513 | 37.64% | Q4 2025 | Feb 02, 2026 |
| BAYBAN | History | New | 1,800 | 166 | 0.15% | — | 448 | +1,800 | New | Q4 2025 | Mar 05, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,650 | 152 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 1,630 | 150 | 0.01% | 0.01% | 450 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Peterson Wealth Services | History | Reduced | 1,615 | 149 | 0.04% | 0.04% | 451 | -541 | -25.09% | Q4 2025 | Feb 12, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,519 | 140 | 0.03% | 0.04% | 452 | -150 | -8.99% | Q4 2025 | Feb 17, 2026 |
| Capital Analysts, LLC | History | Reduced | 1,474 | 136 | 0.0% | 0.06% | 453 | -21,796 | -93.67% | Q4 2025 | Feb 11, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 1,447 | 133 | 0.01% | — | 454 | +1,447 | New | Q4 2025 | Jan 30, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 1,360 | 125 | 0.0% | 0.0% | 455 | +64 | 4.94% | Q4 2025 | Feb 06, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,326 | 122 | 0.0% | 0.0% | 456 | +200 | 17.76% | Q4 2025 | Feb 17, 2026 |
| Caldwell Trust Co | History | New | 1,300 | 120 | 0.01% | — | 457 | +1,300 | New | Q4 2025 | Jan 30, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 1,297 | 119 | 0.03% | 0.03% | 458 | +383 | 41.9% | Q4 2025 | Jan 22, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Reduced | 1,270 | 117 | 0.03% | 0.06% | 459 | -782 | -38.11% | Q4 2025 | Feb 05, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | Reduced | 1,218 | 112 | 0.01% | 0.02% | 460 | -107 | -8.08% | Q4 2025 | Jan 14, 2026 |
| Tidemark, LLC | History | Reduced | 1,220 | 112 | 0.03% | 0.03% | 461 | -33 | -2.63% | Q4 2025 | Feb 10, 2026 |
| Operose Advisors LLC | History | Added to | 1,201 | 111 | 0.03% | 0.03% | 462 | +3 | 0.25% | Q4 2025 | Feb 10, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 1,064 | 98 | 0.0% | 0.0% | 463 | +301 | 39.45% | Q4 2025 | Feb 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,058 | 97 | 0.0% | 0.0% | 464 | +201 | 23.45% | Q4 2025 | Feb 09, 2026 |
| Glassman Wealth Services | History | No change | 1,000 | 92 | 0.01% | 0.01% | 465 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 991 | 91 | 0.0% | — | 466 | +991 | New | Q4 2025 | Jan 21, 2026 |
| BlackRock, Inc. | History | Added to | 950 | 87 | 0.0% | 0.0% | 468 | +500 | 111.11% | Q4 2025 | Feb 12, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 939 | 87 | 0.0% | 0.0% | 467 | +118 | 14.37% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 896 | 82 | 0.0% | 0.0% | 469 | -1,575 | -63.74% | Q4 2025 | Feb 12, 2026 |
| Sound Income Strategies, LLC | History | New | 827 | 79 | 0.0% | — | 470 | +827 | New | Q4 2025 | Jan 21, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 833 | 77 | 0.01% | — | 471 | +833 | New | Q4 2025 | Feb 13, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 829 | 76 | 0.03% | 0.03% | 472 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Anchor Investment Management, LLC | History | No change | 800 | 74 | 0.01% | 0.01% | 473 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Stephens Consulting, LLC | History | No change | 778 | 71 | 0.02% | 0.02% | 474 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 747 | 69 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 738 | 68 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 625 | 58 | 0.0% | 0.0% | 477 | -24 | -3.7% | Q4 2025 | Feb 09, 2026 |
| Hanson & Doremus Investment Management | History | No change | 629 | 58 | 0.01% | 0.01% | 478 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 611 | 56 | 0.05% | — | 480 | +611 | New | Q4 2025 | Feb 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 603 | 56 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GGM Financials LLC | History | No change | 605 | 55 | 0.03% | 0.03% | 481 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 568 | 52 | 0.0% | — | 482 | +568 | New | Q4 2025 | Feb 13, 2026 |
| Luken Investment Analytics, LLC | History | No change | 568 | 52 | 0.02% | 0.02% | 483 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CENTRAL TRUST Co | History | New | 553 | 51 | 0.0% | — | 484 | +553 | New | Q4 2025 | Feb 02, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 547 | 50 | 0.01% | — | 485 | +547 | New | Q4 2025 | Feb 09, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 446 | 41 | 0.03% | — | 486 | +446 | New | Q4 2025 | Feb 11, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 440 | 40 | 0.0% | 0.0% | 487 | +1 | 0.23% | Q4 2025 | Feb 20, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 425 | 39 | 0.01% | 0.01% | 488 | +1 | 0.24% | Q4 2025 | Jan 28, 2026 |
| BankPlus Trust Department | History | No change | 429 | 39 | 0.01% | 0.01% | 489 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 420 | 38 | 0.11% | 0.11% | 490 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 405 | 37 | 0.0% | 0.0% | 491 | -457 | -53.02% | Q4 2025 | Jan 13, 2026 |
| Evelyn Partners Investment Management LLP | History | New | 400 | 37 | 0.0% | — | 493 | +400 | New | Q4 2025 | Feb 13, 2026 |
| Root Financial Partners, LLC | History | No change | 400 | 37 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Financial Perspectives, Inc | History | No change | 381 | 35 | 0.01% | 0.01% | 494 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Asset Dedication, LLC | History | No change | 368 | 34 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Abound Wealth Management | History | No change | 350 | 32 | 0.01% | 0.01% | 496 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| WHITTIER TRUST CO | History | New | 315 | 29 | 0.0% | — | 497 | +315 | New | Q4 2025 | Jan 26, 2026 |
| Centennial Bank/AR/ | History | No change | 320 | 29 | 0.01% | 0.01% | 498 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | Added to | 300 | 27 | 0.0% | 0.0% | 500 | +175 | 140.0% | Q4 2025 | Feb 11, 2026 |
| BOKF, NA | History | No change | 294 | 27 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Davis Capital Management | History | No change | 301 | 27 | 0.02% | 0.02% | 501 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Caitlin John, LLC | History | Added to | 291 | 26 | 0.02% | 0.0% | 502 | +216 | 288.0% | Q4 2025 | Feb 18, 2026 |
| SouthState Bank Corp | History | No change | 275 | 25 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 279 | 25 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Salomon & Ludwin, LLC | History | No change | 275 | 25 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Dunhill Financial, LLC | History | No change | 274 | 25 | 0.01% | 0.01% | 506 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Compass Financial Services Inc | History | Reduced | 267 | 24 | 0.01% | 0.02% | 508 | -266 | -49.91% | Q4 2025 | Feb 27, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 263 | 24 | 0.0% | — | 507 | +263 | New | Q4 2025 | Feb 10, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 247 | 22 | 0.0% | 0.01% | 509 | +1 | 0.41% | Q4 2025 | Jan 30, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | Reduced | 199 | 20 | 0.01% | 0.03% | 510 | -250 | -55.68% | Q4 2025 | Feb 13, 2026 |
| Family CFO Inc | History | New | 218 | 20 | 0.01% | — | 511 | +218 | New | Q4 2025 | Jan 23, 2026 |
| WealthShield Partners, LLC | History | No change | 200 | 18 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Accordant Advisory Group Inc | History | No change | 200 | 18 | 0.01% | 0.01% | 513 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 200 | 18 | 0.02% | 0.02% | 514 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Strive Financial Group ,LLC | History | New | 186 | 17 | 0.01% | — | 515 | +186 | New | Q4 2025 | Feb 18, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 167 | 15 | 0.01% | — | 516 | +167 | New | Q4 2025 | Jan 20, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 154 | 14 | 0.0% | — | 517 | +154 | New | Q4 2025 | Jan 22, 2026 |
| Financial Gravity Asset Management, Inc. | History | New | 152 | 14 | 0.0% | — | 518 | +152 | New | Q4 2025 | Feb 13, 2026 |
| Key FInancial Inc | History | No change | 141 | 13 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FRANKLIN RESOURCES INC | History | New | 133 | 12 | 0.0% | — | 520 | +133 | New | Q4 2025 | Feb 11, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 135 | 12 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| JNBA Financial Advisors | History | No change | 116 | 10 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 110 | 10 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| TRUST CO OF VERMONT | History | New | 100 | 9 | 0.0% | — | 524 | +100 | New | Q4 2025 | Jan 16, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 101 | 9 | 0.0% | 0.0% | 526 | -99 | -49.5% | Q4 2025 | Feb 13, 2026 |
| LRI Investments, LLC | History | No change | 100 | 9 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Motiv8 Investments LLC | History | New | 54 | 5 | 0.0% | — | 529 | +54 | New | Q4 2025 | Feb 13, 2026 |
| COUNTRY TRUST BANK | History | No change | 60 | 5 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 55 | 5 | 0.0% | 0.0% | 528 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 50 | 4 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ST GERMAIN D J CO INC | History | No change | 38 | 3 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 32 | 2 | 0.0% | — | 534 | +32 | New | Q4 2025 | Feb 06, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 25 | 2 | 0.0% | 0.0% | 532 | -24 | -48.98% | Q4 2025 | Jan 14, 2026 |
| Eukles Asset Management | History | No change | 29 | 2 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -286,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.19% | — | -165,092 | -100.0% | Q3 2025 | Nov 06, 2025 |
| TCFG WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 1.18% | — | -32,014 | -100.0% | Q3 2025 | Nov 21, 2025 |
| Global Retirement Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -29,143 | -100.0% | Q3 2025 | Oct 21, 2025 |
| OneAscent Financial Services LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -21,383 | -100.0% | Q3 2025 | Oct 31, 2025 |
| HUB Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -20,789 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Hershey Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 1.05% | — | -13,064 | -100.0% | Q3 2025 | Nov 17, 2025 |
| KMG FIDUCIARY PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -10,928 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Huntleigh Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -5,940 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Pure Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,797 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Traction Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -5,330 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.2% | — | -5,199 | -100.0% | Q3 2025 | Nov 13, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,611 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Plum Street Advisors, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -4,195 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Core Wealth Partners LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -3,971 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,700 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -3,480 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GENTRY PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -3,434 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Strategic Equity Management | History | Closed out | 0 | 0 | — | 0.11% | — | -3,069 | -100.0% | Q3 2025 | Nov 05, 2025 |
| 25 LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -2,650 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Cypress Capital Group | History | Closed out | 0 | 0 | — | 0.03% | — | -2,605 | -100.0% | Q3 2025 | Nov 03, 2025 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,386 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WORLD EQUITY GROUP, INC. | History | Closed out | 0 | 0 | — | 0.05% | — | -2,357 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Herold Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -2,324 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Mayflower Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,293 | -100.0% | Q3 2025 | Oct 17, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,238 | -100.0% | Q3 2025 | Nov 14, 2025 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -2,234 | -100.0% | Q3 2025 | Oct 21, 2025 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -2,190 | -100.0% | Q3 2025 | Oct 10, 2025 |
| RETIREMENT GUYS FORMULA LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,137 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Missouri Trust & Investment Co | History | Closed out | 0 | 0 | — | 0.05% | — | -1,700 | -100.0% | Q3 2025 | Nov 06, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -319 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Princeton Global Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -312 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Pillar Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -209 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Imprint Wealth LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -164 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BROWN, LISLE/CUMMINGS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -93 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -67 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Heartwood Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Basepoint Wealth LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 10, 2026 |
| Global Wealth Strategies & Associates | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Oct 02, 2025 |