FIRST TRUST EXCHANGE-TRADED FUND IV - FTSM
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 60 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 | Reduced | 12,682,599 | 760,068 | 0.05% | 0.05% | 1 | -623,252 | -4.68% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 8,899,825 | 533,366 | 0.15% | 0.16% | 2 | -474,726 | -5.06% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 8,654,489 | 518,663 | 0.09% | 0.09% | 3 | +876,866 | 11.27% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,981,955 | 178,708 | 0.03% | — | 4 | +2,981,955 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 2,852,224 | 170,933 | 0.03% | 0.03% | 5 | -303,881 | -9.63% | Q4 2025 | Jan 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,517,807 | 150,892 | 0.05% | 0.05% | 6 | +294 | 0.01% | Q4 2025 | Feb 18, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,357,154 | 141,264 | 0.01% | 0.01% | 7 | -68,701 | -2.83% | Q4 2025 | Feb 17, 2026 |
| Csenge Advisory Group | History | Added to | 1,871,976 | 112,187 | 5.07% | 5.32% | 8 | +10,743 | 0.58% | Q4 2025 | Feb 06, 2026 |
| Cetera Investment Advisers | History | Added to | 1,788,850 | 107,205 | 0.12% | 0.12% | 9 | +9,122 | 0.51% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,178,643 | 70,636 | 0.06% | 0.06% | 10 | +73,192 | 6.62% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,081,199 | 64,801 | 0.09% | 0.1% | 11 | -93,525 | -7.96% | Q4 2025 | Feb 17, 2026 |
| BDFS Capital LLC | History | New | 1,056,077 | 63,290 | 31.94% | — | 12 | +1,056,077 | New | Q4 2025 | Feb 26, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 973,212 | 58,325 | 0.15% | 0.15% | 13 | +87,479 | 9.88% | Q4 2025 | Feb 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 882,188 | 52,869 | 0.02% | 0.01% | 14 | +24,234 | 2.82% | Q4 2025 | Feb 10, 2026 |
| GDS Wealth Management | History | Added to | 859,078 | 51,484 | 3.22% | 1.66% | 15 | +440,329 | 105.15% | Q4 2025 | Feb 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 664,129 | 39,801 | 0.05% | 0.05% | 16 | +7,512 | 1.14% | Q4 2025 | Feb 12, 2026 |
| Gradient Investments LLC | History | Added to | 628,139 | 37,644 | 0.6% | 0.61% | 17 | +22,373 | 3.69% | Q4 2025 | Jan 08, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 616,530 | 36,949 | 0.08% | 0.09% | 18 | -9,636 | -1.54% | Q4 2025 | Feb 11, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Reduced | 616,144 | 36,925 | 10.75% | 11.2% | 19 | -4,222 | -0.68% | Q4 2025 | Feb 05, 2026 |
| &PARTNERS | History | Added to | 587,006 | 35,146 | 0.18% | 0.14% | 20 | +220,685 | 60.24% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 572,494 | 34,309 | 0.05% | 0.05% | 21 | +7,680 | 1.36% | Q4 2025 | Feb 02, 2026 |
| Mariner, LLC | History | Reduced | 490,242 | 29,380 | 0.03% | 0.04% | 22 | -1,781 | -0.36% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 483,385 | 28,969 | 0.16% | 0.16% | 23 | +29,284 | 6.45% | Q4 2025 | Feb 12, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 441,535 | 26,461 | 0.38% | 0.35% | 24 | +55,455 | 14.36% | Q4 2025 | Feb 09, 2026 |
| Kaydan Wealth Management, Inc. | History | Added to | 415,493 | 24,900 | 7.21% | 0.95% | 25 | +360,223 | 651.75% | Q4 2025 | Jan 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 409,706 | 24,561 | 0.03% | 0.04% | 26 | -5,701 | -1.37% | Q4 2025 | Jan 08, 2026 |
| TCP Asset Management, LLC | History | Added to | 392,999 | 23,552 | 3.97% | 3.86% | 27 | +31,557 | 8.73% | Q4 2025 | Jan 07, 2026 |
| Coppell Advisory Solutions LLC | History | Reduced | 391,713 | 23,469 | 2.31% | 2.56% | 28 | -10,331 | -2.57% | Q4 2025 | Feb 17, 2026 |
| Luken Investment Analytics, LLC | History | Added to | 375,284 | 22,490 | 8.88% | 3.45% | 29 | +228,022 | 154.84% | Q4 2025 | Feb 03, 2026 |
| NewEdge Advisors, LLC | History | Added to | 346,908 | 20,790 | 0.08% | 0.07% | 30 | +83,090 | 31.5% | Q4 2025 | Feb 18, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 343,126 | 20,563 | 0.64% | 0.6% | 31 | +24,034 | 7.53% | Q4 2025 | Jan 05, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 338,878 | 20,329 | 0.47% | 0.41% | 32 | +65,678 | 24.04% | Q4 2025 | Feb 09, 2026 |
| Atria Investments, Inc | History | Added to | 333,373 | 19,979 | 0.23% | 0.22% | 33 | +13,672 | 4.28% | Q4 2025 | Feb 05, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Reduced | 320,988 | 19,236 | 2.75% | 3.1% | 34 | -13,163 | -3.94% | Q4 2025 | Jan 27, 2026 |
| IFP Advisors, Inc | History | Reduced | 316,815 | 18,986 | 0.43% | 0.56% | 35 | -44,781 | -12.38% | Q4 2025 | Feb 06, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 312,724 | 18,741 | 4.0% | 4.73% | 36 | +11,872 | 3.95% | Q4 2025 | Feb 02, 2026 |
| Prospera Financial Services Inc | History | Reduced | 305,634 | 18,323 | 0.3% | 0.36% | 37 | -42,017 | -12.09% | Q4 2025 | Feb 09, 2026 |
| Mainsail Financial Group, LLC | History | Added to | 301,127 | 18,046 | 7.51% | 7.48% | 38 | +10,737 | 3.7% | Q4 2025 | Jan 23, 2026 |
| Financial Enhancement Group LLC | History | Added to | 298,619 | 17,929 | 2.33% | 1.53% | 39 | +108,007 | 56.66% | Q4 2025 | Jan 23, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 291,939 | 17,495 | 1.66% | 0.29% | 40 | +254,240 | 674.39% | Q4 2025 | Jan 22, 2026 |
| HighTower Advisors, LLC | History | Added to | 291,736 | 17,483 | 0.02% | 0.02% | 41 | +856 | 0.29% | Q4 2025 | Feb 06, 2026 |
| Western Wealth Management, LLC | History | Added to | 275,841 | 16,531 | 0.76% | 0.77% | 42 | +32,904 | 13.54% | Q4 2025 | Feb 05, 2026 |
| Private Advisor Group, LLC | History | Added to | 263,342 | 15,782 | 0.07% | 0.07% | 43 | +24,590 | 10.3% | Q4 2025 | Feb 17, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 260,457 | 15,609 | 0.91% | 0.88% | 44 | +14,845 | 6.04% | Q4 2025 | Jan 15, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 260,420 | 15,606 | 9.12% | — | 45 | +260,420 | New | Q4 2025 | Feb 11, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 259,529 | 15,553 | 1.9% | 1.83% | 46 | +22,805 | 9.63% | Q4 2025 | Jan 07, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 249,451 | 14,949 | 0.11% | 0.06% | 47 | +111,483 | 80.8% | Q4 2025 | Feb 13, 2026 |
| Flaharty Asset Management, LLC | History | New | 247,122 | 14,809 | 1.85% | — | 48 | +247,122 | New | Q4 2025 | Feb 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 242,953 | 14,560 | 0.69% | 0.56% | 49 | +26,335 | 12.16% | Q4 2025 | Jan 21, 2026 |
| Second Line Capital, LLC | History | Added to | 233,841 | 14,014 | 2.88% | 1.5% | 50 | +113,340 | 94.06% | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 231,483 | 13,872 | 0.98% | 1.13% | 51 | -6,841 | -2.87% | Q4 2025 | Jan 21, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 229,536 | 13,756 | 1.11% | 1.11% | 52 | +16,802 | 7.9% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 227,417 | 13,629 | 0.28% | 0.39% | 53 | -60,828 | -21.1% | Q4 2025 | Feb 09, 2026 |
| Petix & Botte Co | History | Reduced | 223,202 | 13,376 | 3.03% | 3.28% | 54 | -14,353 | -6.04% | Q4 2025 | Feb 05, 2026 |
| Triumph Capital Management | History | Added to | 220,795 | 13,232 | 2.86% | 3.55% | 55 | +79 | 0.04% | Q4 2025 | Feb 12, 2026 |
| Ellsworth Advisors, LLC | History | Added to | 218,255 | 13,095 | 2.59% | 2.74% | 56 | +3,918 | 1.83% | Q4 2025 | Jan 16, 2026 |
| Stablepoint Partners, LLC | History | Added to | 218,218 | 13,077 | 2.04% | 1.35% | 57 | +76,286 | 53.75% | Q4 2025 | Jan 13, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | Reduced | 214,544 | 12,857 | 5.51% | 5.83% | 58 | -357 | -0.17% | Q4 2025 | Jan 26, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 206,478 | 12,374 | 2.72% | — | 59 | +206,478 | New | Q4 2025 | Feb 18, 2026 |
| WESBANCO BANK INC | History | Added to | 205,890 | 12,338 | 0.34% | 0.3% | 60 | +24,286 | 13.37% | Q4 2025 | Feb 03, 2026 |
| Mutual Advisors, LLC | History | Reduced | 204,193 | 12,237 | 0.26% | 0.34% | 61 | -52,241 | -20.37% | Q4 2025 | Feb 02, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 204,034 | 12,227 | 0.02% | 0.02% | 62 | +70,191 | 52.44% | Q4 2025 | Mar 16, 2026 |
| MANCHESTER FINANCIAL INC | History | Reduced | 201,612 | 12,082 | 2.26% | 2.45% | 63 | -3,388 | -1.65% | Q4 2025 | Feb 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 200,585 | 12,021 | 0.01% | 0.05% | 64 | -837,920 | -80.69% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Reduced | 189,864 | 11,378 | 0.01% | 0.01% | 65 | -13,055 | -6.43% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 184,826 | 11,076 | 0.01% | 0.01% | 66 | +490 | 0.27% | Q4 2025 | Feb 10, 2026 |
| Sterling Manor Financial, LLC | History | Added to | 184,610 | 11,063 | 6.9% | 6.9% | 67 | +1,914 | 1.05% | Q4 2025 | Jan 07, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 179,583 | 10,762 | 0.41% | 0.45% | 68 | -15,847 | -8.11% | Q4 2025 | Feb 17, 2026 |
| Transcendent Capital Group LLC | History | Added to | 178,156 | 10,676 | 4.83% | 4.08% | 69 | +25,828 | 16.96% | Q4 2025 | Jan 26, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 173,636 | 10,406 | 0.13% | 0.13% | 70 | +7,926 | 4.78% | Q4 2025 | Jan 29, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 171,022 | 10,249 | 0.04% | 0.05% | 71 | +2,716 | 1.61% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 168,619 | 10,105 | 0.03% | 0.01% | 72 | +85,657 | 103.25% | Q4 2025 | Jan 26, 2026 |
| Cassia Capital Partners, LLC | History | Reduced | 157,969 | 9,467 | 5.12% | 5.47% | 73 | -9,287 | -5.55% | Q4 2025 | Jan 16, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 156,343 | 9,369 | 0.01% | 0.02% | 74 | -11,686 | -6.95% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 156,098 | 9,354 | 0.05% | 0.05% | 75 | -1,365 | -0.87% | Q4 2025 | Jan 29, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 154,894 | 9,282 | 0.13% | 0.19% | 76 | -108,271 | -41.14% | Q4 2025 | Feb 02, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 154,325 | 9,248 | 1.74% | 2.18% | 77 | -26,457 | -14.63% | Q4 2025 | Feb 17, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 153,404 | 9,193 | 1.02% | 1.21% | 78 | +4,059 | 2.72% | Q4 2025 | Feb 11, 2026 |
| McGuire Investment Group, LLC | History | Added to | 149,879 | 8,982 | 0.96% | 0.92% | 79 | +14,791 | 10.95% | Q4 2025 | Jan 26, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 149,476 | 8,958 | 0.05% | 0.06% | 80 | +2,375 | 1.61% | Q4 2025 | Jan 29, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 144,481 | 8,658 | 0.0% | 0.0% | 81 | +16,469 | 12.87% | Q4 2025 | Feb 11, 2026 |
| RiverTree Advisors, LLC | History | Added to | 144,125 | 8,637 | 5.51% | 4.72% | 82 | +21,187 | 17.23% | Q4 2025 | Jan 15, 2026 |
| Virtus Wealth Solutions LLC | History | Added to | 143,975 | 8,628 | 1.64% | 1.65% | 83 | +1,008 | 0.71% | Q4 2025 | Jan 29, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 143,612 | 8,606 | 0.1% | 0.1% | 84 | -1,499 | -1.03% | Q4 2025 | Jan 20, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 139,744 | 8,374 | 0.5% | 0.5% | 85 | -4,329 | -3.0% | Q4 2025 | Jan 30, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 137,914 | 8,265 | 0.38% | 0.34% | 86 | +20,526 | 17.49% | Q4 2025 | Feb 13, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 135,346 | 8,111 | 0.3% | 0.16% | 87 | +93,701 | 225.0% | Q4 2025 | Feb 04, 2026 |
| TD Capital Management LLC | History | Reduced | 133,418 | 7,995 | 0.71% | 0.81% | 88 | -17,120 | -11.37% | Q4 2025 | Feb 26, 2026 |
| Ifrah Financial Services, Inc. | History | Added to | 132,699 | 7,952 | 2.04% | 2.01% | 89 | +3,147 | 2.43% | Q4 2025 | Jan 22, 2026 |
| Equitable Holdings, Inc. | History | Added to | 129,703 | 7,773 | 0.05% | 0.05% | 90 | +11,120 | 9.38% | Q4 2025 | Feb 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 127,520 | 7,642 | 0.19% | 0.17% | 91 | +17,963 | 16.4% | Q4 2025 | Jan 29, 2026 |
| Capasso Planning Partners LLC | History | Reduced | 127,465 | 7,638 | 4.18% | 5.74% | 92 | -28,650 | -18.35% | Q4 2025 | Feb 17, 2026 |
| Integrated Advisors Network LLC | History | Added to | 127,405 | 7,635 | 0.34% | 0.27% | 93 | +19,187 | 17.73% | Q4 2025 | Feb 17, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 126,484 | 7,587 | 2.21% | 2.43% | 94 | +7,525 | 6.33% | Q4 2025 | Feb 10, 2026 |
| EdgeRock Capital LLC | History | Added to | 122,322 | 7,330 | 1.95% | 1.95% | 95 | +5,612 | 4.81% | Q4 2025 | Jan 14, 2026 |
| COMERICA BANK | History | Reduced | 119,020 | 7,132 | 0.03% | 0.03% | 96 | -1,711 | -1.42% | Q4 2025 | Jan 29, 2026 |
| StoneX Group Inc. | History | Added to | 118,573 | 7,106 | 0.31% | 0.25% | 97 | +22,120 | 22.93% | Q4 2025 | Feb 12, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 114,734 | 6,876 | 0.22% | 0.16% | 98 | +36,411 | 46.49% | Q4 2025 | Jan 12, 2026 |
| 1776 Wealth LLC | History | Reduced | 113,761 | 6,817 | 2.57% | 2.68% | 99 | -2,284 | -1.97% | Q4 2025 | Feb 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 110,572 | 6,626 | 0.02% | 0.02% | 100 | +1,006 | 0.92% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 107,300 | 6,430 | 0.01% | 0.01% | 101 | -6,837 | -5.99% | Q4 2025 | Mar 09, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 107,275 | 6,428 | 0.41% | 0.41% | 102 | +4,904 | 4.79% | Q4 2025 | Feb 05, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 106,772 | 6,400 | 0.05% | — | 103 | +106,772 | New | Q4 2025 | Feb 18, 2026 |
| AE Wealth Management LLC | History | Added to | 102,078 | 6,117 | 0.04% | 0.03% | 104 | +20,743 | 25.5% | Q4 2025 | Jan 26, 2026 |
| Fairway Financial, LLC | History | Added to | 101,845 | 6,103 | 4.61% | 4.63% | 105 | +3,725 | 3.8% | Q4 2025 | Feb 04, 2026 |
| Concorde Asset Management, LLC | History | Reduced | 101,297 | 6,070 | 2.43% | 2.63% | 106 | -3,475 | -3.32% | Q4 2025 | Feb 13, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 100,576 | 6,027 | 0.49% | 0.34% | 107 | +35,921 | 55.56% | Q4 2025 | Jan 23, 2026 |
| FSC Wealth Advisors, LLC | History | Reduced | 99,879 | 5,985 | 9.71% | 6.88% | 108 | -99,329 | -49.86% | Q4 2025 | Jan 22, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 98,995 | 5,932 | 0.29% | 0.27% | 109 | +5,339 | 5.7% | Q4 2025 | Jan 20, 2026 |
| Kinloch Capital, LLC | History | Added to | 97,770 | 5,859 | 2.53% | 2.54% | 110 | +697 | 0.72% | Q4 2025 | Feb 20, 2026 |
| Avestar Capital, LLC | History | Added to | 97,104 | 5,819 | 0.38% | 0.34% | 111 | +11,760 | 13.78% | Q4 2025 | Feb 10, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 96,062 | 5,756 | 1.63% | 1.71% | 112 | -2,136 | -2.18% | Q4 2025 | Feb 05, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 89,884 | 5,386 | 0.1% | 0.11% | 113 | +1,169 | 1.32% | Q4 2025 | Feb 12, 2026 |
| Nilsine Partners, LLC | History | Added to | 89,577 | 5,368 | 0.47% | 0.45% | 114 | +5,322 | 6.32% | Q4 2025 | Jan 15, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 81,581 | 4,889 | 0.06% | 0.07% | 115 | -167 | -0.2% | Q4 2025 | Feb 03, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 78,607 | 4,710 | 0.69% | 0.69% | 116 | +1,941 | 2.53% | Q4 2025 | Feb 10, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 74,000 | 4,434 | 0.16% | 0.02% | 117 | +68,042 | 1142.03% | Q4 2025 | Feb 09, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 73,551 | 4,407 | 0.11% | 0.11% | 118 | +8,115 | 12.4% | Q4 2025 | Feb 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 72,664 | 4,294 | 0.1% | 0.08% | 119 | +4,386 | 6.42% | Q4 2025 | Feb 11, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 70,465 | 4,222 | 0.08% | 0.09% | 120 | -1,770 | -2.45% | Q4 2025 | Jan 14, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 70,339 | 4,215 | 1.36% | 1.65% | 121 | +10,626 | 17.8% | Q4 2025 | Jan 23, 2026 |
| Sigma Planning Corp | History | Reduced | 68,956 | 4,132 | 0.11% | 0.12% | 122 | -653 | -0.94% | Q4 2025 | Jan 30, 2026 |
| Kovack Advisors, Inc. | History | Added to | 68,205 | 4,087 | 0.19% | 0.11% | 123 | +49,542 | 265.46% | Q4 2025 | Feb 17, 2026 |
| Plus Group Wealth Advisors LLC | History | New | 67,700 | 4,057 | 4.5% | — | 124 | +67,700 | New | Q4 2025 | Feb 05, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 66,975 | 4,013 | 1.59% | 1.72% | 125 | +318 | 0.48% | Q4 2025 | Feb 05, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 65,819 | 3,944 | 0.23% | 0.4% | 126 | -1,075 | -1.61% | Q4 2025 | Jan 29, 2026 |
| Spire Wealth Management | History | Reduced | 64,874 | 3,887 | 0.13% | 0.14% | 127 | -1,360 | -2.05% | Q4 2025 | Jan 14, 2026 |
| Advisory Alpha, LLC | History | Added to | 64,723 | 3,878 | 0.11% | 0.1% | 128 | +3,599 | 5.89% | Q4 2025 | Feb 06, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 63,644 | 3,814 | 0.05% | 0.05% | 129 | +2,648 | 4.34% | Q4 2025 | Jan 21, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 62,002 | 3,715 | 0.09% | 0.09% | 130 | -602 | -0.96% | Q4 2025 | Feb 13, 2026 |
| Cresset Asset Management, LLC | History | Added to | 61,539 | 3,688 | 0.02% | 0.01% | 131 | +31,939 | 107.9% | Q4 2025 | Feb 17, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 60,683 | 3,636 | 0.07% | 0.07% | 132 | +10,545 | 21.03% | Q4 2025 | Feb 03, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 60,393 | 3,619 | 0.23% | 0.22% | 133 | +3,312 | 5.8% | Q4 2025 | Feb 17, 2026 |
| Towerpoint Wealth, LLC | History | Added to | 59,967 | 3,593 | 1.42% | 1.34% | 134 | +5,178 | 9.45% | Q4 2025 | Jan 15, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 58,156 | 3,485 | 0.1% | 0.11% | 135 | +29,537 | 103.21% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 57,856 | 3,467 | 0.04% | 0.06% | 136 | -4,516 | -7.24% | Q4 2025 | Jan 23, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 57,690 | 3,457 | 1.65% | 1.69% | 137 | -4,899 | -7.83% | Q4 2025 | Feb 03, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | New | 56,574 | 3,390 | 2.86% | — | 138 | +56,574 | New | Q4 2025 | Jan 20, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 56,557 | 3,389 | 0.04% | 0.02% | 139 | +38,351 | 210.65% | Q4 2025 | Jan 29, 2026 |
| Synergy Asset Management, LLC | History | Reduced | 56,298 | 3,373 | 0.35% | 0.33% | 140 | -94,529 | -62.67% | Q4 2025 | Jan 13, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 56,220 | 3,369 | 0.18% | 0.19% | 141 | -327 | -0.58% | Q4 2025 | Feb 05, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 56,197 | 3,367 | 0.62% | 0.55% | 142 | +4,876 | 9.5% | Q4 2025 | Jan 27, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 56,155 | 3,365 | 0.21% | 0.21% | 143 | +2,617 | 4.89% | Q4 2025 | Feb 17, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 56,068 | 3,360 | 0.05% | 0.05% | 144 | -7,236 | -11.43% | Q4 2025 | Jan 30, 2026 |
| RFG Advisory, LLC | History | Added to | 54,795 | 3,283 | 0.06% | 0.05% | 145 | +12,657 | 30.04% | Q4 2025 | Feb 03, 2026 |
| Stone Wealth Partners | History | New | 54,064 | 3,240 | 2.88% | — | 146 | +54,064 | New | Q4 2025 | Feb 24, 2026 |
| Arax Advisory Partners | History | New | 53,573 | 3,210 | 0.09% | — | 147 | +53,573 | New | Q4 2025 | Feb 13, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 52,564 | 3,150 | 0.03% | 0.04% | 148 | -6,957 | -11.69% | Q4 2025 | Feb 02, 2026 |
| Claris Financial LLC | History | Reduced | 51,617 | 3,093 | 1.65% | 1.92% | 149 | -4,758 | -8.44% | Q4 2025 | Feb 19, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 50,687 | 3,037 | 0.07% | 0.05% | 150 | +17,147 | 51.12% | Q4 2025 | Jan 28, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 50,049 | 2,999 | 0.18% | 0.19% | 151 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 48,753 | 2,921 | 0.0% | 0.0% | 152 | +44,734 | 1113.06% | Q4 2025 | Feb 10, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 48,489 | 2,906 | 0.63% | 0.67% | 153 | -1,944 | -3.85% | Q4 2025 | Feb 05, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 47,471 | 2,844 | 0.3% | 0.27% | 154 | +6,653 | 16.3% | Q4 2025 | Feb 13, 2026 |
| Great Lakes Retirement, Inc. | History | Added to | 47,316 | 2,835 | 0.29% | 0.3% | 155 | +2,168 | 4.8% | Q4 2025 | Feb 12, 2026 |
| Balboa Wealth Partners | History | New | 45,895 | 2,750 | 0.45% | — | 156 | +45,895 | New | Q4 2025 | Jan 16, 2026 |
| Merit Financial Group, LLC | History | New | 45,668 | 2,736 | 0.02% | — | 157 | +45,668 | New | Q4 2025 | Jan 26, 2026 |
| WILLNER & HELLER, LLC | History | Added to | 45,279 | 2,713 | 1.95% | 0.75% | 158 | +28,966 | 177.56% | Q4 2025 | Jan 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 43,856 | 2,628 | 0.02% | 0.02% | 159 | -422 | -0.95% | Q4 2025 | Feb 18, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 41,945 | 2,513 | 0.05% | 0.07% | 160 | -7,107 | -14.49% | Q4 2025 | Feb 13, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 41,821 | 2,506 | 0.12% | 0.13% | 161 | -1,416 | -3.27% | Q4 2025 | Feb 13, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 41,710 | 2,499 | 0.85% | 0.81% | 162 | +921 | 2.26% | Q4 2025 | Jan 28, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 40,594 | 2,432 | 0.39% | 0.45% | 163 | -865 | -2.09% | Q4 2025 | Feb 17, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 39,682 | 2,378 | 0.5% | 0.5% | 164 | +1,433 | 3.75% | Q4 2025 | Jan 26, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Added to | 39,588 | 2,372 | 0.86% | 0.71% | 165 | +9,830 | 33.03% | Q4 2025 | Jan 26, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 37,650 | 2,256 | 0.34% | 0.41% | 166 | -7,333 | -16.3% | Q4 2025 | Feb 11, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 36,824 | 2,206 | 0.1% | 0.1% | 167 | +837 | 2.33% | Q4 2025 | Feb 17, 2026 |
| OPINICUS CAPITAL, INC. | History | Added to | 36,638 | 2,195 | 1.53% | 1.09% | 168 | +10,394 | 39.61% | Q4 2025 | Feb 04, 2026 |
| Purus Wealth Management, LLC | History | Reduced | 36,564 | 2,191 | 0.68% | 0.72% | 169 | -1,157 | -3.07% | Q4 2025 | Jan 27, 2026 |
| Balefire, LLC | History | Added to | 36,127 | 2,165 | 0.42% | 0.32% | 170 | +9,585 | 36.11% | Q4 2025 | Jan 12, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 36,057 | 2,160 | 0.46% | 0.69% | 171 | +2,048 | 6.02% | Q4 2025 | Feb 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 35,897 | 2,151 | 0.15% | 0.22% | 172 | -10,370 | -22.41% | Q4 2025 | Feb 03, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 35,591 | 2,132 | 0.32% | 0.35% | 173 | -1,735 | -4.65% | Q4 2025 | Jan 08, 2026 |
| WELCH & FORBES LLC | History | Reduced | 35,052 | 2,100 | 0.03% | 0.03% | 174 | -2,137 | -5.75% | Q4 2025 | Feb 10, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 34,930 | 2,093 | 0.48% | 0.51% | 175 | -2,031 | -5.49% | Q4 2025 | Feb 17, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | New | 34,168 | 2,047 | 0.12% | — | 177 | +34,168 | New | Q4 2025 | Jan 20, 2026 |
| STEPHENS INC /AR/ | History | Added to | 34,164 | 2,047 | 0.03% | 0.03% | 176 | +109 | 0.32% | Q4 2025 | Feb 05, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 33,708 | 2,020 | 0.18% | 0.14% | 178 | +6,623 | 24.45% | Q4 2025 | Jan 26, 2026 |
| Summit Financial, LLC | History | Reduced | 33,274 | 1,994 | 0.03% | 0.03% | 179 | -4,032 | -10.81% | Q4 2025 | Feb 13, 2026 |
| 360 Financial, Inc. | History | Added to | 32,526 | 1,949 | 0.59% | 0.55% | 180 | +3,937 | 13.77% | Q4 2025 | Feb 13, 2026 |
| Authentikos Wealth Advisory, LLC | History | Reduced | 32,089 | 1,923 | 1.27% | 1.39% | 181 | -3,001 | -8.55% | Q4 2025 | Feb 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 31,456 | 1,885 | 0.03% | 0.03% | 182 | +346 | 1.11% | Q4 2025 | Feb 12, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 31,375 | 1,880 | 0.78% | 0.71% | 183 | +3,557 | 12.79% | Q4 2025 | Jan 14, 2026 |
| Family Capital Management, Inc. | History | Reduced | 31,371 | 1,880 | 0.84% | 0.96% | 184 | -2,313 | -6.87% | Q4 2025 | Jan 27, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 31,255 | 1,873 | 0.01% | 0.01% | 185 | +16,096 | 106.18% | Q4 2025 | Feb 12, 2026 |
| Core Wealth Partners LLC | History | Reduced | 31,109 | 1,864 | 0.84% | 0.94% | 186 | -3,186 | -9.29% | Q4 2025 | Feb 17, 2026 |
| IFG Advisory, LLC | History | Reduced | 31,021 | 1,859 | 0.08% | 0.11% | 187 | -9,023 | -22.53% | Q4 2025 | Feb 10, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 30,834 | 1,848 | 0.05% | 0.04% | 188 | +11,229 | 57.28% | Q4 2025 | Feb 12, 2026 |
| GTS SECURITIES LLC | History | New | 30,695 | 1,839 | 0.06% | — | 189 | +30,695 | New | Q4 2025 | Feb 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 29,165 | 1,747 | 0.13% | 0.13% | 190 | -611 | -2.05% | Q4 2025 | Feb 12, 2026 |
| Accurate Wealth Management, LLC | History | New | 28,785 | 1,726 | 0.22% | — | 191 | +28,785 | New | Q4 2025 | Jan 14, 2026 |
| IHT Wealth Management, LLC | History | Added to | 28,289 | 1,695 | 0.04% | 0.04% | 192 | +725 | 2.63% | Q4 2025 | Feb 17, 2026 |
| Centerpoint Advisory Group | History | Added to | 27,282 | 1,634 | 1.26% | 0.63% | 193 | +13,765 | 101.83% | Q4 2025 | Feb 03, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 26,862 | 1,609 | 0.12% | 0.13% | 194 | -1,540 | -5.42% | Q4 2025 | Feb 04, 2026 |
| Maia Wealth LLC | History | Reduced | 26,801 | 1,607 | 0.27% | 0.29% | 195 | -2,249 | -7.74% | Q4 2025 | Feb 17, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 26,707 | 1,600 | 0.11% | 0.12% | 196 | -614 | -2.25% | Q4 2025 | Jan 15, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 26,670 | 1,598 | 0.13% | 0.13% | 197 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 26,308 | 1,576 | 0.21% | 0.12% | 198 | +10,277 | 64.11% | Q4 2025 | Feb 11, 2026 |
| Clear Point Advisors Inc. | History | Reduced | 25,782 | 1,545 | 1.2% | 1.75% | 199 | -11,783 | -31.37% | Q4 2025 | Feb 10, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Added to | 25,401 | 1,522 | 1.49% | 1.0% | 200 | +7,934 | 45.42% | Q4 2025 | Jan 07, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 25,152 | 1,507 | 0.25% | 0.28% | 201 | -1,134 | -4.31% | Q4 2025 | Feb 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 25,056 | 1,501 | 0.04% | 0.02% | 202 | +13,084 | 109.29% | Q4 2025 | Feb 09, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | No change | 25,000 | 1,498 | 0.03% | 0.03% | 203 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 24,701 | 1,480 | 0.03% | 0.03% | 204 | -963 | -3.75% | Q4 2025 | Jan 22, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 24,656 | 1,477 | 0.94% | 2.4% | 205 | -34,695 | -58.46% | Q4 2025 | Feb 05, 2026 |
| Kesler, Norman & Wride, LLC | History | Added to | 24,026 | 1,439 | 0.25% | 0.24% | 206 | +3,799 | 18.78% | Q4 2025 | Feb 10, 2026 |
| Brown Financial Advisors | History | Reduced | 23,881 | 1,431 | 0.52% | 0.54% | 207 | -399 | -1.64% | Q4 2025 | Feb 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 23,737 | 1,422 | 0.02% | 0.02% | 208 | +9,970 | 72.42% | Q4 2025 | Feb 06, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 23,516 | 1,409 | 0.02% | 0.02% | 209 | +2,312 | 10.9% | Q4 2025 | Feb 10, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 22,614 | 1,358 | 0.03% | 0.04% | 210 | -4,517 | -16.65% | Q4 2025 | Jan 28, 2026 |
| Uncommon Cents Investing LLC | History | Added to | 22,065 | 1,322 | 0.32% | 0.33% | 211 | +15 | 0.07% | Q4 2025 | Jan 15, 2026 |
| Paladin Wealth, LLC | History | Added to | 21,863 | 1,310 | 0.89% | 0.95% | 212 | +44 | 0.2% | Q4 2025 | Jan 15, 2026 |
| Continuum Advisory, LLC | History | Added to | 21,448 | 1,285 | 0.13% | 0.1% | 213 | +6,014 | 38.97% | Q4 2025 | Feb 11, 2026 |
| Cambridge Advisors Inc. | History | Added to | 21,199 | 1,270 | 0.24% | 0.22% | 214 | +2,503 | 13.39% | Q4 2025 | Jan 21, 2026 |
| Composition Wealth, LLC | History | No change | 20,631 | 1,236 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| KKM Financial LLC | History | Added to | 19,319 | 1,157 | 0.21% | 0.32% | 216 | +2,473 | 14.68% | Q4 2025 | Feb 18, 2026 |
| NBC SECURITIES, INC. | History | Added to | 19,266 | 1,154 | 0.09% | 0.09% | 217 | +14 | 0.07% | Q4 2025 | Jan 29, 2026 |
| Weitzel Financial Services, Inc. | History | Reduced | 19,247 | 1,153 | 0.45% | 0.52% | 218 | -1,983 | -9.34% | Q4 2025 | Feb 03, 2026 |
| ASSETMARK, INC | History | Reduced | 19,030 | 1,140 | 0.0% | 0.0% | 219 | -150 | -0.78% | Q4 2025 | Jan 23, 2026 |
| Park Square Financial Group, LLC | History | Reduced | 19,067 | 1,139 | 6.76% | 7.2% | 220 | -8,788 | -31.55% | Q4 2025 | Feb 05, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 18,885 | 1,131 | 0.03% | 0.04% | 221 | -1,340 | -6.63% | Q4 2025 | Feb 10, 2026 |
| MTM Investment Management, LLC | History | No change | 17,907 | 1,073 | 0.34% | 0.34% | 222 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 16,035 | 960 | 0.04% | 0.04% | 223 | +1,014 | 6.75% | Q4 2025 | Feb 06, 2026 |
| Front Row Advisors LLC | History | Added to | 16,000 | 958 | 0.32% | 0.23% | 224 | +4,500 | 39.13% | Q4 2025 | Feb 12, 2026 |
| Wealth Watch Advisors, INC | History | Reduced | 15,869 | 951 | 0.35% | 0.4% | 225 | -205 | -1.28% | Q4 2025 | Feb 17, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 15,822 | 948 | 0.04% | 0.05% | 226 | -1,506 | -8.69% | Q4 2025 | Feb 17, 2026 |
| White Wing Wealth Management | History | Added to | 15,242 | 913 | 0.55% | 0.26% | 227 | +8,236 | 117.56% | Q4 2025 | Jan 15, 2026 |
| Wealth Management Associates, Inc. | History | Reduced | 15,251 | 913 | 0.32% | 0.35% | 229 | -1,188 | -7.23% | Q4 2025 | Jan 20, 2026 |
| First Financial Group Corp | History | Reduced | 15,241 | 913 | 0.78% | 0.81% | 228 | -352 | -2.26% | Q4 2025 | Jan 28, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 14,812 | 887 | 0.1% | 0.28% | 230 | -12,819 | -46.39% | Q4 2025 | Feb 13, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 14,676 | 879 | 0.27% | 0.28% | 231 | -253 | -1.69% | Q4 2025 | Jan 22, 2026 |
| Paragon Advisors, LLC | History | Reduced | 14,590 | 874 | 0.24% | 0.29% | 232 | -4,173 | -22.24% | Q4 2025 | Jan 12, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 14,561 | 872 | 0.2% | 0.19% | 233 | -785 | -5.12% | Q4 2025 | Feb 02, 2026 |
| Creative Planning | History | Added to | 14,354 | 860 | 0.0% | 0.0% | 234 | +3 | 0.02% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Reduced | 14,270 | 855 | 0.0% | 0.01% | 235 | -842 | -5.57% | Q4 2025 | Feb 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 14,231 | 852 | 0.01% | — | 236 | +14,231 | New | Q4 2025 | Feb 19, 2026 |
| Refined Wealth Management | History | Reduced | 14,209 | 851 | 0.57% | 0.57% | 237 | -602 | -4.06% | Q4 2025 | Jan 15, 2026 |
| Coastwise Capital Group, LLC | History | Reduced | 13,665 | 818 | 0.41% | 0.59% | 238 | -293 | -2.1% | Q4 2025 | Feb 12, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 13,440 | 805 | 0.01% | 0.02% | 239 | -24,662 | -64.73% | Q4 2025 | Feb 13, 2026 |
| SLT Holdings LLC | History | Reduced | 13,237 | 793 | 0.51% | 0.55% | 240 | -1,031 | -7.23% | Q4 2025 | Feb 09, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 13,183 | 790 | 0.21% | 0.19% | 241 | +1,828 | 16.1% | Q4 2025 | Jan 27, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 13,103 | 785 | 0.22% | 0.24% | 242 | -136 | -1.03% | Q4 2025 | Feb 09, 2026 |
| Sage Capital Advisors,llc | History | Added to | 12,825 | 768 | 0.18% | 0.18% | 243 | +129 | 1.02% | Q4 2025 | Jan 06, 2026 |
| Smith Partners Wealth Management, LLC | History | New | 12,790 | 766 | 0.7% | — | 244 | +12,790 | New | Q4 2025 | Feb 13, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 12,666 | 759 | 0.21% | 0.07% | 245 | +7,723 | 156.24% | Q4 2025 | Jan 12, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 12,411 | 743 | 0.03% | 0.03% | 246 | -618 | -4.74% | Q4 2025 | Jan 13, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 12,298 | 737 | 0.3% | 0.27% | 247 | +489 | 4.14% | Q4 2025 | Feb 11, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | Reduced | 12,116 | 726 | 0.17% | 0.16% | 248 | -225 | -1.82% | Q4 2025 | Jan 29, 2026 |
| Mattson Financial Services, LLC | History | Added to | 11,768 | 705 | 0.16% | 0.16% | 249 | +907 | 8.35% | Q4 2025 | Feb 12, 2026 |
| DAGCO, INC. | History | New | 11,665 | 699 | 0.16% | — | 250 | +11,665 | New | Q4 2025 | Jan 08, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 11,576 | 693 | 0.0% | 0.0% | 251 | -632 | -5.18% | Q4 2025 | Feb 06, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 11,549 | 692 | 0.15% | 0.16% | 252 | +158 | 1.39% | Q4 2025 | Jan 30, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 11,471 | 687 | 0.02% | 0.01% | 253 | +4,760 | 70.93% | Q4 2025 | Feb 13, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 11,393 | 682 | 0.05% | 0.04% | 254 | -163 | -1.41% | Q4 2025 | Feb 17, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 11,354 | 680 | 0.01% | 0.01% | 255 | -727 | -6.02% | Q4 2025 | Jan 26, 2026 |
| Sowell Financial Services LLC | History | Added to | 11,255 | 674 | 0.02% | 0.02% | 256 | +727 | 6.91% | Q4 2025 | Jan 21, 2026 |
| Global Retirement Partners, LLC | History | Added to | 11,068 | 663 | 0.01% | 0.01% | 258 | +4,314 | 63.87% | Q4 2025 | Feb 06, 2026 |
| Strid Group, LLC | History | Reduced | 11,071 | 663 | 0.08% | 0.1% | 257 | -1,537 | -12.19% | Q4 2025 | Jan 26, 2026 |
| Objective Capital Management, LLC | History | Added to | 10,841 | 649 | 0.66% | 0.67% | 259 | +54 | 0.5% | Q4 2025 | Feb 04, 2026 |
| Archer Investment Corp | History | Added to | 10,741 | 643 | 0.15% | 0.14% | 260 | +738 | 7.38% | Q4 2025 | Jan 30, 2026 |
| Moors & Cabot, Inc. | History | Added to | 10,718 | 642 | 0.03% | 0.01% | 262 | +5,839 | 119.68% | Q4 2025 | Feb 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 10,717 | 642 | 0.0% | 0.0% | 261 | +89 | 0.84% | Q4 2025 | Feb 05, 2026 |
| Guided Capital Wealth Management, LLC | History | Reduced | 10,323 | 618 | 0.43% | 0.84% | 263 | -6,078 | -37.06% | Q4 2025 | Jan 15, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 10,313 | 618 | 0.05% | 0.06% | 264 | -40 | -0.39% | Q4 2025 | Jan 13, 2026 |
| Wilkerson Advisory Group LLC | History | New | 10,295 | 616 | 0.22% | — | 265 | +10,295 | New | Q4 2025 | Feb 13, 2026 |
| Waverly Advisors, LLC | History | Reduced | 10,132 | 607 | 0.0% | 0.01% | 266 | -819 | -7.48% | Q4 2025 | Feb 17, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Added to | 10,125 | 606 | 0.05% | 0.04% | 267 | +2,927 | 40.66% | Q4 2025 | Jan 23, 2026 |
| Golden State Equity Partners | History | Reduced | 9,597 | 575 | 0.09% | 0.21% | 268 | -11,057 | -53.53% | Q4 2025 | Jan 29, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 9,567 | 573 | 0.49% | 0.32% | 269 | -41,603 | -81.3% | Q4 2025 | Feb 06, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 9,397 | 563 | 0.01% | 0.01% | 271 | -1,154 | -10.94% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Reduced | 9,402 | 563 | 0.0% | 0.0% | 270 | -43 | -0.46% | Q4 2025 | Feb 11, 2026 |
| Crumly & Associates Inc. | History | New | 9,324 | 558 | 0.12% | — | 272 | +9,324 | New | Q4 2025 | Jan 14, 2026 |
| Latitude Advisors, LLC | History | Reduced | 9,237 | 553 | 0.24% | 0.3% | 273 | -1,674 | -15.34% | Q4 2025 | Jan 27, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 9,052 | 542 | 0.03% | 0.04% | 274 | +405 | 4.68% | Q4 2025 | Feb 12, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Added to | 8,964 | 537 | 0.38% | 0.39% | 275 | +9 | 0.1% | Q4 2025 | Jan 14, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 8,940 | 536 | 0.05% | 0.07% | 276 | -1,684 | -15.85% | Q4 2025 | Jan 12, 2026 |
| Inspire Advisors, LLC | History | New | 8,795 | 527 | 0.05% | — | 277 | +8,795 | New | Q4 2025 | Feb 13, 2026 |
| Schwallier Wealth Management LLC | History | Reduced | 8,797 | 527 | 0.34% | 0.34% | 278 | -208 | -2.31% | Q4 2025 | Feb 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 8,728 | 523 | 0.0% | 0.0% | 279 | -1,905 | -17.92% | Q4 2025 | Feb 17, 2026 |
| Vines Capital Management, LLC | History | New | 8,596 | 515 | 0.5% | — | 280 | +8,596 | New | Q4 2025 | Feb 17, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 8,487 | 509 | 0.02% | 0.03% | 281 | -2,283 | -21.2% | Q4 2025 | Feb 13, 2026 |
| Aries Wealth Management | History | No change | 8,500 | 509 | 0.11% | 0.12% | 282 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Rathbones Group PLC | History | Reduced | 8,428 | 505 | 0.0% | 0.0% | 283 | -10 | -0.12% | Q4 2025 | Feb 06, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 8,370 | 501 | 0.04% | 0.11% | 284 | -13,991 | -62.57% | Q4 2025 | Jan 09, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | New | 7,972 | 477 | 0.42% | — | 285 | +7,972 | New | Q4 2025 | Jan 07, 2026 |
| Sovran Advisors, LLC | History | Added to | 7,923 | 475 | 0.04% | 0.04% | 286 | +729 | 10.13% | Q4 2025 | Jan 20, 2026 |
| RAHLFS CAPITAL, LLC | History | Reduced | 7,850 | 470 | 0.37% | 0.37% | 287 | -76 | -0.96% | Q4 2025 | Feb 05, 2026 |
| Capital Investment Counsel, LLC | History | Reduced | 7,794 | 467 | 0.06% | 0.08% | 288 | -1,553 | -16.61% | Q4 2025 | Feb 02, 2026 |
| Tortuga Wealth Management, Inc | History | New | 7,762 | 465 | 0.49% | — | 289 | +7,762 | New | Q4 2025 | Apr 16, 2026 |
| US BANCORP \DE\ | History | Reduced | 7,615 | 456 | 0.0% | 0.0% | 290 | -1,348 | -15.04% | Q4 2025 | Jan 30, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 7,479 | 448 | 0.02% | 0.03% | 291 | -4,051 | -35.13% | Q4 2025 | Feb 04, 2026 |
| NBT BANK N A /NY | History | No change | 120 | 431 | 0.03% | 0.03% | 292 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 7,107 | 425 | 0.01% | 0.01% | 293 | -1,181 | -14.25% | Q4 2025 | Jan 09, 2026 |
| Janney Capital Management LLC | History | New | 7,025 | 421 | 0.03% | — | 294 | +7,025 | New | Q4 2025 | Feb 11, 2026 |
| Certified Advisory Corp | History | Added to | 6,842 | 410 | 0.04% | 0.04% | 295 | +30 | 0.44% | Q4 2025 | Jan 12, 2026 |
| Lunt Capital Management, Inc. | History | No change | 6,803 | 407 | 0.15% | 0.16% | 296 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Forty-three Eighteen Advisors, LLC | History | New | 6,585 | 394 | 0.31% | — | 297 | +6,585 | New | Q4 2025 | Mar 16, 2026 |
| LEE DANNER & BASS INC | History | No change | 6,550 | 392 | 0.03% | 0.03% | 298 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 6,440 | 385 | 0.0% | 0.0% | 299 | +458 | 7.66% | Q4 2025 | Feb 17, 2026 |
| Troutman Wealth Management, LLC | History | New | 6,410 | 384 | 0.32% | — | 300 | +6,410 | New | Q4 2025 | Feb 18, 2026 |
| Keebeck Wealth Management | History | No change | 6,150 | 368 | 0.04% | 0.04% | 301 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 6,122 | 366 | 0.06% | 0.07% | 303 | +21 | 0.34% | Q4 2025 | Jan 26, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 6,109 | 366 | 0.14% | 0.14% | 302 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BLUELINE ADVISORS LLC | History | New | 5,962 | 357 | 0.29% | — | 304 | +5,962 | New | Q4 2025 | Feb 10, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 5,940 | 356 | 0.02% | 0.03% | 305 | -893 | -13.07% | Q4 2025 | Jan 26, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | Added to | 5,682 | 340 | 0.15% | 0.12% | 306 | +895 | 18.7% | Q4 2025 | Jan 15, 2026 |
| Brookwood Investment Group LLC | History | Added to | 5,637 | 337 | 0.04% | 0.03% | 307 | +1,350 | 31.49% | Q4 2025 | Jan 22, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 5,538 | 331 | 0.03% | 0.04% | 308 | -1,388 | -20.04% | Q4 2025 | Jan 27, 2026 |
| PFS Partners, LLC | History | Added to | 5,496 | 329 | 0.15% | 0.16% | 309 | +7 | 0.13% | Q4 2025 | Jan 16, 2026 |
| Tidemark, LLC | History | Added to | 5,453 | 326 | 0.09% | 0.09% | 310 | +12 | 0.22% | Q4 2025 | Feb 10, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 5,369 | 321 | 0.06% | 0.09% | 311 | -2,387 | -30.78% | Q4 2025 | Feb 12, 2026 |
| A4 Wealth Advisors LLC | History | Reduced | 5,267 | 315 | 0.27% | 0.43% | 312 | -3,244 | -38.12% | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Reduced | 5,119 | 306 | 0.0% | 0.01% | 313 | -1,373 | -21.15% | Q4 2025 | Feb 17, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 5,062 | 303 | 0.21% | 0.22% | 314 | +70 | 1.4% | Q4 2025 | Jan 29, 2026 |
| BRADY FAMILY WEALTH, LLC | History | Reduced | 5,021 | 300 | 0.09% | 0.1% | 315 | -269 | -5.09% | Q4 2025 | Jan 07, 2026 |
| PMV Capital Advisers, LLC | History | Added to | 4,951 | 296 | 0.54% | 0.55% | 316 | +200 | 4.21% | Q4 2025 | Jan 08, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 4,934 | 295 | 0.02% | 0.02% | 317 | -143 | -2.82% | Q4 2025 | Feb 17, 2026 |
| CRUX WEALTH ADVISORS | History | New | 4,873 | 292 | 0.11% | — | 318 | +4,873 | New | Q4 2025 | Jan 21, 2026 |
| Gibbs Wealth Management | History | Reduced | 4,874 | 292 | 0.07% | 0.08% | 319 | -1,366 | -21.89% | Q4 2025 | Jan 23, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 4,729 | 283 | 0.09% | 0.11% | 320 | -987 | -17.27% | Q4 2025 | Jan 26, 2026 |
| Ascension Capital Advisors, Inc. | History | No change | 4,696 | 281 | 0.1% | 0.11% | 321 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 4,675 | 280 | 0.0% | 0.0% | 322 | -3,795 | -44.81% | Q4 2025 | Feb 12, 2026 |
| OakTrust Wealth Advisors, LLC | History | New | 4,419 | 264 | 0.24% | — | 323 | +4,419 | New | Q4 2025 | Feb 27, 2026 |
| GK Wealth Management LLC | History | Reduced | 4,324 | 259 | 0.17% | 0.19% | 324 | -33 | -0.76% | Q4 2025 | Jan 05, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 4,298 | 257 | 0.01% | — | 326 | +4,298 | New | Q4 2025 | Jan 23, 2026 |
| Brookstone Capital Management | History | Reduced | 4,301 | 257 | 0.0% | 0.0% | 325 | -301 | -6.54% | Q4 2025 | Jan 15, 2026 |
| Strait & Sound Wealth Management LLC | History | No change | 4,303 | 257 | 0.1% | 0.1% | 327 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| PFG Advisors | History | Reduced | 4,187 | 250 | 0.01% | 0.01% | 328 | -711 | -14.52% | Q4 2025 | Jan 27, 2026 |
| PFG Investments, LLC | History | New | 4,110 | 246 | 0.01% | — | 329 | +4,110 | New | Q4 2025 | Jan 26, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 3,996 | 239 | 0.02% | 0.03% | 331 | -1,396 | -25.89% | Q4 2025 | Feb 17, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 4,000 | 239 | 0.03% | 0.03% | 330 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Motiv8 Investments LLC | History | Reduced | 3,962 | 237 | 0.13% | 0.13% | 333 | -79 | -1.95% | Q4 2025 | Feb 13, 2026 |
| CacheTech Inc. | History | No change | 3,966 | 237 | 0.04% | 0.05% | 332 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| OneAscent Family Office, LLC | History | No change | 3,950 | 236 | 0.16% | 0.19% | 334 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Del-Sette Capital Management, LLC | History | No change | 3,929 | 235 | 0.15% | 0.15% | 335 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 3,909 | 234 | 0.01% | 0.02% | 336 | -912 | -18.92% | Q4 2025 | Feb 06, 2026 |
| Southland Equity Partners LLC | History | Added to | 3,841 | 230 | 0.05% | 0.05% | 338 | +71 | 1.88% | Q4 2025 | Jan 14, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 3,850 | 230 | 0.01% | 0.01% | 337 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 3,733 | 223 | 0.15% | 0.17% | 339 | -420 | -10.11% | Q4 2025 | Jan 14, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 3,705 | 222 | 0.06% | 0.12% | 340 | -3,925 | -51.44% | Q4 2025 | Jan 07, 2026 |
| Advisor OS, LLC | History | Reduced | 3,668 | 219 | 0.02% | 0.04% | 341 | -4,271 | -53.8% | Q4 2025 | Feb 04, 2026 |
| Elevation Wealth Management LLC | History | New | 3,659 | 219 | 0.21% | — | 342 | +3,659 | New | Q4 2025 | Feb 12, 2026 |
| ASL Financial, LLC | History | New | 3,655 | 219 | 0.17% | — | 343 | +3,655 | New | Q4 2025 | Jan 20, 2026 |
| Redwood Wealth Management Group, LLC | History | Reduced | 3,650 | 218 | 0.09% | 0.1% | 345 | -176 | -4.6% | Q4 2025 | Feb 03, 2026 |
| Paragon Private Wealth Management, LLC | History | No change | 3,646 | 218 | 0.07% | 0.07% | 344 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| City Center Advisors, LLC | History | Reduced | 3,578 | 214 | 0.2% | 0.22% | 346 | -293 | -7.57% | Q4 2025 | Jan 05, 2026 |
| Client First Investment Management LLC | History | Reduced | 3,477 | 208 | 0.11% | 0.11% | 347 | -160 | -4.4% | Q4 2025 | Feb 09, 2026 |
| Huntleigh Advisors, Inc. | History | New | 3,437 | 205 | 0.03% | — | 348 | +3,437 | New | Q4 2025 | Jan 29, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | New | 3,430 | 205 | 0.07% | — | 349 | +3,430 | New | Q4 2025 | Feb 06, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 3,361 | 201 | 0.02% | 0.15% | 350 | -14,904 | -81.6% | Q4 2025 | Jan 09, 2026 |
| TFB Advisors LLC | History | New | 3,345 | 200 | 0.06% | — | 352 | +3,345 | New | Q4 2025 | Feb 13, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | No change | 3,340 | 200 | 0.07% | 0.07% | 351 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 3,243 | 194 | 0.16% | 0.24% | 353 | -609 | -15.81% | Q4 2025 | Feb 10, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 3,208 | 192 | 0.1% | 0.11% | 354 | -1,491 | -31.73% | Q4 2025 | Feb 18, 2026 |
| Signature Equity Partners, LLC | History | New | 2,425 | 145 | 0.08% | — | 355 | +2,425 | New | Q4 2025 | Feb 17, 2026 |
| Dunhill Financial, LLC | History | Reduced | 2,140 | 128 | 0.03% | 0.03% | 356 | -1 | -0.05% | Q4 2025 | Jan 29, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 2,100 | 125 | 0.02% | 0.02% | 357 | -200 | -8.7% | Q4 2025 | Jan 23, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 2,060 | 123 | 0.05% | 0.07% | 358 | -400 | -16.26% | Q4 2025 | Jan 20, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 2,000 | 119 | 0.01% | 0.01% | 359 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Root Financial Partners, LLC | History | Reduced | 1,878 | 112 | 0.01% | 0.01% | 360 | -3 | -0.16% | Q4 2025 | Feb 10, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 1,461 | 87 | 0.02% | 0.04% | 361 | -2,136 | -59.38% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,308 | 78 | 0.0% | 0.0% | 362 | -34 | -2.53% | Q4 2025 | Feb 06, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 1,229 | 73 | 0.02% | 0.03% | 363 | -19 | -1.52% | Q4 2025 | Jan 23, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 1,235 | 73 | 0.01% | 0.01% | 364 | +7 | 0.57% | Q4 2025 | Feb 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 1,150 | 68 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1,042 | 62 | 0.01% | — | 366 | +1,042 | New | Q4 2025 | Feb 09, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 921 | 55 | 0.01% | 0.01% | 367 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 915 | 54 | 0.02% | 0.02% | 368 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Parkside Financial Bank & Trust | History | No change | 800 | 47 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | New | 772 | 46 | 0.0% | — | 370 | +772 | New | Q4 2025 | Jan 16, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 728 | 43 | 0.0% | 0.0% | 371 | +482 | 195.93% | Q4 2025 | Feb 17, 2026 |
| Insight Inv LLC | History | Reduced | 700 | 41 | 0.02% | 0.04% | 372 | -475 | -40.43% | Q4 2025 | Feb 06, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 645 | 38 | 0.0% | 0.0% | 373 | -26 | -3.87% | Q4 2025 | Feb 20, 2026 |
| TSFG, LLC | History | Added to | 639 | 38 | 0.01% | 0.01% | 374 | +9 | 1.43% | Q4 2025 | Feb 04, 2026 |
| Cornerstone Planning Group LLC | History | No change | 525 | 31 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 500 | 29 | 0.01% | 0.01% | 376 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 450 | 26 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Sound Income Strategies, LLC | History | Added to | 405 | 24 | 0.0% | 0.0% | 378 | +225 | 125.0% | Q4 2025 | Jan 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 290 | 17 | 0.0% | 0.0% | 379 | -208 | -41.77% | Q4 2025 | Feb 06, 2026 |
| ORG Wealth Partners, LLC | History | No change | 292 | 17 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 224 | 13 | 0.0% | — | 382 | +219 | 4380.0% | Q4 2025 | Feb 13, 2026 |
| Capital Analysts, LLC | History | No change | 219 | 13 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 189 | 11 | 0.0% | 0.04% | 383 | -6,809 | -97.3% | Q4 2025 | Feb 11, 2026 |
| SageView Advisory Group, LLC | History | New | 161 | 9 | 0.0% | — | 385 | +161 | New | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 151 | 9 | 0.0% | — | 384 | +151 | New | Q4 2025 | Feb 05, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 145 | 8 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Parallel Advisors, LLC | History | No change | 138 | 8 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ATWOOD & PALMER INC | History | No change | 133 | 7 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CX Institutional | History | Reduced | 77 | 5 | 0.0% | 0.0% | 389 | -514 | -86.97% | Q4 2025 | Feb 02, 2026 |
| GAMMA Investing LLC | History | No change | 66 | 3 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Morton Brown Family Wealth, LLC | History | New | 35 | 2 | 0.0% | — | 392 | +35 | New | Q4 2025 | Jan 28, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 27 | 2 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 24 | 1 | 0.0% | — | 395 | +11 | 84.62% | Q4 2025 | Feb 03, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 22 | 1 | 0.0% | 0.0% | 394 | -10 | -31.25% | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | Added to | 26 | 1 | 0.0% | 0.0% | 393 | +1 | 4.0% | Q4 2025 | Feb 09, 2026 |
| Caitlin John, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 23 | 1 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Hansen & Associates Financial Group, Inc. | History | Closed out | 0 | 0 | — | 18.72% | — | -745,383 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -249,581 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TKG Advisors, LLC | History | Closed out | 0 | 0 | — | 2.48% | — | -96,518 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Moment Partners, LLC | History | Closed out | 0 | 0 | — | 0.71% | — | -67,116 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.45% | — | -59,662 | -100.0% | Q3 2025 | Nov 12, 2025 |
| G&S Capital LLC | History | Closed out | 0 | 0 | — | 1.24% | — | -55,909 | -100.0% | Q3 2025 | Oct 23, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -51,751 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -51,702 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -27,796 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -26,683 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Premier Path Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -18,621 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Plan Group Financial, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -9,903 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Weaver Consulting Group | History | Closed out | 0 | 0 | — | 0.12% | — | -8,032 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.01% | — | -6,917 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Holistic Financial Partners | History | Closed out | 0 | 0 | — | 0.15% | — | -6,185 | -100.0% | Q3 2025 | Nov 07, 2025 |
| American Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,784 | -100.0% | Q3 2025 | Oct 27, 2025 |
| CHOREO, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,922 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,745 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Impact Partnership Wealth, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,644 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Curi Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,046 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BBR PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,829 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Fund Evaluation Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,787 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Onyx Bridge Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,517 | -100.0% | Q3 2025 | Nov 06, 2025 |
| WealthShield Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,432 | -100.0% | Q3 2025 | Oct 31, 2025 |
| CIBC Private Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,125 | -100.0% | Q3 2025 | Nov 24, 2025 |
| SouthState Bank Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -800 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -800 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Friedenthal Financial | History | Closed out | 0 | 0 | — | 0.01% | — | -422 | -100.0% | Q3 2025 | Oct 15, 2025 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -335 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Imprint Wealth LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -291 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -27 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Kingdom Financial Group LLC. | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Feb 06, 2026 |
| Financial Network Wealth Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2025 | Oct 27, 2025 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 19, 2026 |