FIRST TRUST EXCHANGE-TRADED FUND - FVD
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 99 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 | 19,106,927 | 880,447 | 0.05% | 0.05% | 1 | -328,124 | -1.69% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 17,207,162 | 792,905 | 0.22% | 0.24% | 2 | -490,780 | -2.77% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 5,918,550 | 272,726 | 0.05% | 0.05% | 3 | +11,127 | 0.19% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 5,580,920 | 257,168 | 0.02% | 0.02% | 4 | -43,001 | -0.76% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 5,468,480 | 251,987 | 0.08% | 0.09% | 5 | -302,062 | -5.23% | Q4 2025 | Feb 18, 2026 |
| UBS Group AG | History | Reduced | 3,818,677 | 175,964 | 0.03% | 0.03% | 6 | -87,990 | -2.25% | Q4 2025 | Jan 29, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,735,625 | 172,137 | 0.03% | — | 7 | +3,735,625 | New | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 2,830,375 | 130,423 | 0.04% | 0.04% | 8 | -165,690 | -5.53% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,617,656 | 120,631 | 0.18% | 0.17% | 9 | -10,925 | -0.42% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 2,320,271 | 106,917 | 0.1% | 0.1% | 10 | +16,800 | 0.73% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 2,279,177 | 105,024 | 0.14% | 0.15% | 11 | -143,094 | -5.91% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 2,020,626 | 93,110 | 0.1% | 0.11% | 12 | -76,061 | -3.63% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,597,680 | 73,621 | 0.08% | 0.1% | 13 | -282,366 | -15.02% | Q4 2025 | Feb 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,541,665 | 71,040 | 0.02% | 0.05% | 14 | -3,480,689 | -69.3% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 1,389,755 | 64,040 | 0.17% | 0.19% | 15 | -143,532 | -9.36% | Q4 2025 | Feb 05, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 1,295,517 | 59,697 | 0.08% | 0.08% | 16 | -23,316 | -1.77% | Q4 2025 | Feb 02, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 880,626 | 40,579 | 0.06% | 0.07% | 17 | -23,874 | -2.64% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 871,065 | 40,138 | 0.17% | 0.19% | 18 | -19,047 | -2.14% | Q4 2025 | Feb 13, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 762,790 | 35,149 | 4.38% | 4.66% | 19 | -1,156 | -0.15% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 717,062 | 33,042 | 0.16% | 0.17% | 20 | -31,008 | -4.15% | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Reduced | 628,662 | 28,975 | 0.48% | 0.61% | 21 | -147,216 | -18.97% | Q4 2025 | Feb 09, 2026 |
| Intellus Advisors LLC | History | Added to | 627,174 | 28,900 | 3.83% | 3.83% | 22 | +21,896 | 3.62% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 571,178 | 26,319 | 0.05% | 0.03% | 23 | +276,348 | 93.73% | Q4 2025 | Mar 16, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 556,244 | 25,636 | 0.28% | 0.29% | 24 | +10,719 | 1.96% | Q4 2025 | Feb 02, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 543,526 | 25,046 | 0.06% | 0.06% | 25 | -1,011 | -0.19% | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 541,519 | 24,953 | 0.02% | 0.02% | 26 | +39,256 | 7.82% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 511,734 | 23,580 | 0.06% | 0.06% | 27 | +8,057 | 1.6% | Q4 2025 | Feb 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 500,779 | 23,075 | 0.14% | 0.15% | 28 | +5,405 | 1.09% | Q4 2025 | Jan 29, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 483,039 | 22,258 | 0.69% | 0.7% | 29 | -2,754 | -0.57% | Q4 2025 | Jan 05, 2026 |
| NewEdge Advisors, LLC | History | Added to | 474,480 | 21,864 | 0.08% | 0.09% | 30 | +63,868 | 15.55% | Q4 2025 | Feb 18, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 473,342 | 21,811 | 0.0% | 0.01% | 31 | -2,300,375 | -82.93% | Q4 2025 | Feb 11, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 469,031 | 21,612 | 2.28% | 2.28% | 32 | +22,635 | 5.07% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 462,356 | 21,305 | 0.03% | 0.03% | 33 | +4,555 | 0.99% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Reduced | 460,971 | 21,241 | 0.01% | 0.01% | 34 | -2,594 | -0.56% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 443,858 | 20,452 | 0.41% | 0.68% | 35 | -208,925 | -32.01% | Q4 2025 | Feb 09, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 417,920 | 19,257 | 0.22% | 0.32% | 36 | +9,209 | 2.25% | Q4 2025 | Jan 29, 2026 |
| BEACON FINANCIAL GROUP | History | New | 417,255 | 19,227 | 1.91% | — | 37 | +417,255 | New | Q4 2025 | Apr 01, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 405,956 | 18,706 | 0.01% | 0.01% | 38 | +2,390 | 0.59% | Q4 2025 | Feb 06, 2026 |
| IFG Advisory, LLC | History | Reduced | 395,400 | 18,220 | 0.79% | 0.85% | 39 | -7,524 | -1.87% | Q4 2025 | Feb 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 389,513 | 17,948 | 0.01% | 0.01% | 40 | +150,953 | 63.28% | Q4 2025 | Feb 10, 2026 |
| Solano Wealth Investment Advisors LLC | History | Added to | 374,580 | 17,260 | 8.55% | 8.23% | 41 | +5,540 | 1.5% | Q4 2025 | Feb 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 361,535 | 16,659 | 0.21% | 0.23% | 42 | -17,580 | -4.64% | Q4 2025 | Jan 29, 2026 |
| Petix & Botte Co | History | Reduced | 338,873 | 15,615 | 3.54% | 4.02% | 43 | -37,890 | -10.06% | Q4 2025 | Feb 05, 2026 |
| Hobart Private Capital, LLC | History | Added to | 337,722 | 15,562 | 3.04% | 3.05% | 44 | +22,464 | 7.13% | Q4 2025 | Jan 27, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 330,977 | 15,251 | 1.92% | 3.56% | 45 | -228,100 | -40.8% | Q4 2025 | Jan 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 315,930 | 14,558 | 0.16% | 0.18% | 46 | -5,248 | -1.63% | Q4 2025 | Jan 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 312,784 | 14,413 | 0.01% | 0.01% | 47 | -8,190 | -2.55% | Q4 2025 | Feb 10, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 303,196 | 14,004 | 4.08% | 4.36% | 48 | +11,857 | 4.07% | Q4 2025 | Jan 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 296,303 | 13,778 | 0.02% | 0.02% | 49 | +774 | 0.26% | Q4 2025 | Jan 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 293,639 | 13,530 | 0.07% | 0.08% | 50 | -16,821 | -5.42% | Q4 2025 | Feb 12, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 279,925 | 13,245 | 0.69% | 0.73% | 51 | -8,123 | -2.82% | Q4 2025 | Mar 04, 2026 |
| COMMERCE BANK | History | No change | 283,723 | 13,073 | 0.07% | 0.07% | 52 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 273,005 | 12,580 | 0.09% | 0.07% | 53 | +66,249 | 32.04% | Q4 2025 | Feb 17, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 267,126 | 12,309 | 0.22% | 0.24% | 54 | -232 | -0.09% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Added to | 262,484 | 12,095 | 0.1% | 0.01% | 55 | +236,828 | 923.09% | Q4 2025 | Jan 26, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 252,068 | 11,615 | 0.07% | 0.0% | 56 | +239,480 | 1902.45% | Q4 2025 | Feb 17, 2026 |
| Claris Financial LLC | History | Added to | 248,815 | 11,465 | 6.1% | 6.42% | 57 | +4,433 | 1.81% | Q4 2025 | Feb 19, 2026 |
| US BANCORP \DE\ | History | Added to | 247,512 | 11,408 | 0.01% | 0.01% | 58 | +18,066 | 7.87% | Q4 2025 | Jan 30, 2026 |
| Fairvoy Private Wealth, LLC | History | Added to | 244,182 | 11,251 | 2.52% | 2.51% | 59 | +5,598 | 2.35% | Q4 2025 | Jan 14, 2026 |
| CWM, LLC | History | Reduced | 237,337 | 10,937 | 0.03% | 0.04% | 60 | -24,357 | -9.31% | Q4 2025 | Jan 26, 2026 |
| Holistic Financial Partners | History | Reduced | 236,240 | 10,885 | 3.95% | 4.75% | 61 | -14,436 | -5.76% | Q4 2025 | Jan 07, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 234,089 | 10,786 | 0.49% | 0.54% | 62 | -4,602 | -1.93% | Q4 2025 | Feb 17, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 228,545 | 10,609 | 0.72% | 0.8% | 63 | -1,496 | -0.65% | Q4 2025 | Jan 15, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 227,914 | 10,502 | 2.43% | 2.63% | 64 | -17,196 | -7.02% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 222,029 | 10,231 | 0.02% | 0.02% | 65 | +9,693 | 4.56% | Q4 2025 | Jan 23, 2026 |
| Concentrum Wealth Management | History | Added to | 212,857 | 9,808 | 2.74% | 2.78% | 66 | +4,818 | 2.32% | Q4 2025 | Feb 04, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 212,563 | 9,794 | 1.09% | 1.12% | 67 | +33,219 | 18.52% | Q4 2025 | Feb 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 209,651 | 9,660 | 0.07% | 0.08% | 68 | +14,594 | 7.48% | Q4 2025 | Feb 18, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 205,006 | 9,446 | 2.67% | 2.78% | 69 | -1,466 | -0.71% | Q4 2025 | Feb 05, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 192,814 | 8,884 | 0.05% | 0.06% | 70 | -42,313 | -18.0% | Q4 2025 | Jan 29, 2026 |
| IFP Advisors, Inc | History | Added to | 191,835 | 8,839 | 0.2% | 0.22% | 71 | +5,806 | 3.12% | Q4 2025 | Feb 06, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 183,148 | 8,439 | 3.55% | 3.67% | 72 | -2,813 | -1.51% | Q4 2025 | Feb 05, 2026 |
| Larson Financial Group LLC | History | Reduced | 172,682 | 7,957 | 0.26% | 0.31% | 73 | -19,688 | -10.23% | Q4 2025 | Feb 06, 2026 |
| Center for Wealth Management Advisory | History | New | 170,067 | 7,836 | 5.78% | — | 74 | +170,067 | New | Q4 2025 | Apr 10, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 168,443 | 7,761 | 0.0% | 0.0% | 75 | +10,138 | 6.4% | Q4 2025 | Feb 17, 2026 |
| Plus Group Wealth Advisors LLC | History | New | 166,417 | 7,668 | 8.51% | — | 76 | +166,417 | New | Q4 2025 | Feb 05, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | Added to | 166,187 | 7,657 | 3.27% | 3.29% | 77 | +1,414 | 0.86% | Q4 2025 | Jan 15, 2026 |
| 1ST SOURCE BANK | History | Reduced | 165,000 | 7,603 | 0.4% | 0.42% | 78 | -5,848 | -3.42% | Q4 2025 | Feb 05, 2026 |
| Crumly & Associates Inc. | History | Reduced | 160,505 | 7,396 | 1.55% | 1.62% | 79 | -35 | -0.02% | Q4 2025 | Jan 14, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 156,555 | 7,214 | 0.1% | 0.09% | 80 | -7,004 | -4.28% | Q4 2025 | Feb 02, 2026 |
| &PARTNERS | History | Added to | 154,006 | 7,096 | 0.04% | 0.04% | 81 | +6,049 | 4.09% | Q4 2025 | Feb 17, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Reduced | 148,004 | 6,970 | 1.56% | 1.81% | 82 | -3,755 | -2.47% | Q4 2025 | Feb 04, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 148,526 | 6,844 | 0.02% | 0.03% | 83 | -63,074 | -29.81% | Q4 2025 | Feb 17, 2026 |
| Towerpoint Wealth, LLC | History | Added to | 143,677 | 6,620 | 2.62% | 2.63% | 84 | +4,760 | 3.43% | Q4 2025 | Jan 15, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 142,911 | 6,585 | 0.31% | 0.34% | 85 | -4,860 | -3.29% | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 138,893 | 6,400 | 0.08% | 0.06% | 86 | -11,360 | -7.56% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 138,628 | 6,387 | 0.0% | 0.0% | 87 | -14,061 | -9.21% | Q4 2025 | Mar 25, 2026 |
| Kovack Advisors, Inc. | History | Added to | 136,387 | 6,284 | 0.29% | 0.48% | 88 | +26,591 | 24.22% | Q4 2025 | Feb 17, 2026 |
| Lido Advisors, LLC | History | Added to | 135,327 | 6,240 | 0.02% | 0.0% | 89 | +104,079 | 333.07% | Q4 2025 | Feb 10, 2026 |
| 1776 Wealth LLC | History | Added to | 135,128 | 6,226 | 2.34% | 2.41% | 90 | +1 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 132,509 | 6,106 | 2.04% | 2.07% | 91 | +2,022 | 1.55% | Q4 2025 | Jan 28, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 131,895 | 6,077 | 0.15% | 0.16% | 92 | -6,434 | -4.65% | Q4 2025 | Feb 17, 2026 |
| Stablepoint Partners, LLC | History | Added to | 129,212 | 5,954 | 0.93% | 0.59% | 93 | +48,898 | 60.88% | Q4 2025 | Jan 13, 2026 |
| Sigma Planning Corp | History | Added to | 129,012 | 5,944 | 0.16% | 0.14% | 94 | +24,565 | 23.52% | Q4 2025 | Jan 30, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 126,295 | 5,819 | 1.02% | 1.11% | 95 | +1,440 | 1.15% | Q4 2025 | Jan 29, 2026 |
| Allworth Financial LP | History | New | 125,776 | 5,795 | 0.02% | — | 96 | +125,776 | New | Q4 2025 | Feb 05, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 124,313 | 5,728 | 0.11% | 0.14% | 97 | -458 | -0.37% | Q4 2025 | Feb 13, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 123,689 | 5,703 | 0.76% | — | 98 | +123,689 | New | Q4 2025 | Feb 04, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 123,698 | 5,700 | 0.02% | 0.02% | 99 | -1,103 | -0.88% | Q4 2025 | Feb 06, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Reduced | 121,142 | 5,582 | 2.64% | 2.88% | 100 | -2,181 | -1.77% | Q4 2025 | Jan 29, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 120,885 | 5,570 | 0.45% | 0.55% | 101 | -16,628 | -12.09% | Q4 2025 | Jan 23, 2026 |
| Mutual Advisors, LLC | History | Added to | 120,553 | 5,555 | 0.12% | 0.12% | 102 | +445 | 0.37% | Q4 2025 | Feb 02, 2026 |
| Western Wealth Management, LLC | History | Added to | 119,872 | 5,523 | 0.25% | 0.26% | 103 | +14,220 | 13.46% | Q4 2025 | Feb 05, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 119,695 | 5,515 | 0.1% | — | 104 | +119,695 | New | Q4 2025 | Feb 19, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 116,893 | 5,386 | 0.11% | 0.11% | 105 | +558 | 0.48% | Q4 2025 | Jan 14, 2026 |
| Wagner Wealth Management, LLC | History | Reduced | 111,595 | 5,142 | 1.09% | 1.2% | 106 | -682 | -0.61% | Q4 2025 | Jan 30, 2026 |
| BALANCED WEALTH GROUP LLC | History | Reduced | 110,781 | 5,108 | 1.87% | 2.22% | 107 | -688 | -0.62% | Q4 2025 | Jan 13, 2026 |
| Moment Partners, LLC | History | Reduced | 110,498 | 5,091 | 1.05% | 1.15% | 108 | -29,751 | -21.21% | Q4 2025 | Feb 10, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 107,651 | 4,960 | 0.04% | 0.04% | 109 | -1,479 | -1.36% | Q4 2025 | Feb 12, 2026 |
| Proactive Wealth Strategies LLC | History | Reduced | 104,737 | 4,826 | 1.91% | 2.09% | 110 | -303 | -0.29% | Q4 2025 | Feb 05, 2026 |
| Family Capital Management, Inc. | History | Reduced | 104,118 | 4,797 | 2.13% | 2.32% | 111 | -763 | -0.73% | Q4 2025 | Jan 27, 2026 |
| AE Wealth Management LLC | History | Added to | 102,887 | 4,741 | 0.03% | 0.03% | 112 | +1,067 | 1.05% | Q4 2025 | Jan 26, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Added to | 102,257 | 4,712 | 4.23% | 4.21% | 113 | +3,653 | 3.7% | Q4 2025 | Jan 23, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 102,231 | 4,710 | 0.89% | 1.49% | 114 | -58,208 | -36.28% | Q4 2025 | Feb 17, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 99,367 | 4,650 | 1.04% | 1.19% | 115 | -6,863 | -6.46% | Q4 2025 | Jan 14, 2026 |
| StoneX Group Inc. | History | Added to | 100,842 | 4,647 | 0.2% | 0.2% | 116 | +4,042 | 4.18% | Q4 2025 | Feb 12, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 100,116 | 4,613 | 1.46% | 1.52% | 117 | +101 | 0.1% | Q4 2025 | Feb 03, 2026 |
| Independent Advisor Alliance | History | Added to | 96,958 | 4,467 | 0.11% | 0.11% | 118 | +3,947 | 4.24% | Q4 2025 | Feb 04, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 95,876 | 4,417 | 0.11% | 0.12% | 119 | +1,587 | 1.68% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 95,623 | 4,406 | 0.08% | 0.11% | 120 | -9,517 | -9.05% | Q4 2025 | Feb 06, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | Reduced | 94,862 | 4,371 | 1.42% | 1.59% | 121 | -4,550 | -4.58% | Q4 2025 | Feb 13, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 93,833 | 4,323 | 1.45% | 1.43% | 122 | -7,207 | -7.13% | Q4 2025 | Jan 13, 2026 |
| Creative Planning | History | Reduced | 92,235 | 4,250 | 0.0% | 0.0% | 123 | -4,078 | -4.23% | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 91,749 | 4,227 | 0.29% | 0.31% | 124 | +5,708 | 6.63% | Q4 2025 | Feb 03, 2026 |
| Southland Equity Partners LLC | History | Reduced | 91,693 | 4,225 | 0.83% | 0.89% | 125 | -3,705 | -3.88% | Q4 2025 | Jan 14, 2026 |
| Atria Investments, Inc | History | Reduced | 91,595 | 4,220 | 0.05% | 0.06% | 126 | -25,873 | -22.03% | Q4 2025 | Feb 05, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 87,537 | 4,146 | 0.1% | 0.11% | 127 | -2,528 | -2.81% | Q4 2025 | Jan 28, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 89,104 | 4,105 | 0.21% | 0.24% | 128 | -3,573 | -3.86% | Q4 2025 | Feb 05, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 88,994 | 4,100 | 0.05% | 0.05% | 129 | -802 | -0.89% | Q4 2025 | Jan 26, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 88,362 | 4,071 | 0.04% | 0.04% | 130 | +31,636 | 55.77% | Q4 2025 | Jan 23, 2026 |
| Composition Wealth, LLC | History | Reduced | 87,468 | 4,030 | 0.06% | 0.07% | 131 | -18,868 | -17.74% | Q4 2025 | Feb 02, 2026 |
| Focus Partners Wealth | History | Added to | 86,423 | 3,982 | 0.0% | 0.01% | 132 | +11,214 | 14.91% | Q4 2025 | Feb 13, 2026 |
| Advisory Alpha, LLC | History | Reduced | 86,334 | 3,978 | 0.11% | 0.11% | 134 | -1,805 | -2.05% | Q4 2025 | Feb 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 86,349 | 3,978 | 0.1% | 0.11% | 133 | -143 | -0.17% | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 86,031 | 3,964 | 0.1% | 0.24% | 135 | -120,721 | -58.39% | Q4 2025 | Jan 28, 2026 |
| Kaydan Wealth Management, Inc. | History | Added to | 84,127 | 3,876 | 1.12% | 1.06% | 136 | +3,652 | 4.54% | Q4 2025 | Jan 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 82,437 | 3,798 | 0.08% | 0.08% | 137 | +239 | 0.29% | Q4 2025 | Feb 06, 2026 |
| FMR LLC | History | Added to | 81,328 | 3,747 | 0.0% | 0.0% | 138 | +2,976 | 3.8% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 81,076 | 3,735 | 0.0% | 0.0% | 139 | +45,335 | 126.84% | Q4 2025 | Feb 17, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 80,710 | 3,719 | 0.42% | 0.47% | 140 | -2,093 | -2.53% | Q4 2025 | Feb 10, 2026 |
| Treasure Coast Financial Planning | History | Added to | 80,448 | 3,707 | 1.97% | 2.02% | 141 | +2,118 | 2.7% | Q4 2025 | Jan 22, 2026 |
| KPP Advisory Services LLC | History | Reduced | 79,352 | 3,656 | 0.53% | 0.55% | 142 | -749 | -0.94% | Q4 2025 | Feb 02, 2026 |
| Virtu Financial LLC | History | Added to | 79,001 | 3,640 | 0.14% | 0.15% | 143 | +20,884 | 35.93% | Q4 2025 | Feb 23, 2026 |
| Bank of New York Mellon Corp | History | Added to | 78,915 | 3,636 | 0.0% | 0.0% | 144 | +3,530 | 4.68% | Q4 2025 | Feb 10, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Reduced | 77,279 | 3,561 | 2.54% | 2.66% | 145 | -1,666 | -2.11% | Q4 2025 | Jan 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 76,936 | 3,545 | 1.18% | 1.23% | 146 | -1,770 | -2.25% | Q4 2025 | Jan 23, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 75,481 | 3,478 | 0.26% | 0.31% | 147 | -5,519 | -6.81% | Q4 2025 | Jan 07, 2026 |
| Coppell Advisory Solutions LLC | History | Reduced | 74,700 | 3,467 | 0.34% | 0.38% | 148 | -2,436 | -3.16% | Q4 2025 | Feb 17, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Reduced | 75,062 | 3,458 | 2.75% | 2.97% | 149 | -128 | -0.17% | Q4 2025 | Jan 21, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Reduced | 74,438 | 3,430 | 2.46% | 2.71% | 150 | -5,088 | -6.4% | Q4 2025 | Jan 27, 2026 |
| World Investment Advisors | History | Reduced | 74,285 | 3,423 | 0.06% | 0.07% | 151 | -120 | -0.16% | Q4 2025 | Mar 12, 2026 |
| COMERICA BANK | History | Reduced | 74,007 | 3,410 | 0.01% | 0.01% | 152 | -3,544 | -4.57% | Q4 2025 | Jan 29, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 72,892 | 3,358 | 0.62% | 0.6% | 153 | +7,864 | 12.09% | Q4 2025 | Feb 13, 2026 |
| Continuum Advisory, LLC | History | Added to | 72,625 | 3,346 | 0.34% | 0.34% | 154 | +2,684 | 3.84% | Q4 2025 | Feb 11, 2026 |
| Next Level Private LLC | History | Added to | 72,566 | 3,343 | 0.88% | 0.97% | 155 | +340 | 0.47% | Q4 2025 | Jan 07, 2026 |
| OneAscent Financial Services LLC | History | New | 72,427 | 3,337 | 0.31% | — | 156 | +72,427 | New | Q4 2025 | Feb 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 71,035 | 3,273 | 0.04% | — | 157 | +71,035 | New | Q4 2025 | Feb 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 71,041 | 3,273 | 0.16% | 0.33% | 158 | -32,840 | -31.61% | Q4 2025 | Feb 12, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 68,632 | 3,162 | 0.04% | 0.04% | 159 | -1,052 | -1.51% | Q4 2025 | Feb 05, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 67,377 | 3,104 | 0.24% | 0.26% | 160 | -2,839 | -4.04% | Q4 2025 | Feb 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 67,776 | 3,090 | 0.07% | 0.06% | 161 | +1,095 | 1.64% | Q4 2025 | Feb 11, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Added to | 66,471 | 3,062 | 1.4% | 1.07% | 162 | +910 | 1.39% | Q4 2025 | Jan 23, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 65,428 | 3,015 | 0.06% | 0.06% | 163 | +911 | 1.41% | Q4 2025 | Feb 12, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 65,375 | 3,012 | 0.1% | 0.02% | 164 | +56,228 | 614.72% | Q4 2025 | Feb 13, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 65,063 | 2,998 | 0.44% | 0.68% | 165 | -33,545 | -34.02% | Q4 2025 | Feb 10, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 63,873 | 2,943 | 0.69% | 0.74% | 166 | -876 | -1.35% | Q4 2025 | Jan 27, 2026 |
| Worthington Financial Partners, LLC | History | New | 62,368 | 2,873 | 2.54% | — | 167 | +62,368 | New | Q4 2025 | Mar 05, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 62,325 | 2,871 | 0.13% | 0.15% | 168 | -3,913 | -5.91% | Q4 2025 | Feb 13, 2026 |
| ERn Financial, LLC | History | Added to | 61,707 | 2,843 | 0.53% | 0.51% | 169 | +5,415 | 9.62% | Q4 2025 | Jan 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 61,451 | 2,832 | 0.02% | 0.02% | 170 | +462 | 0.76% | Q4 2025 | Jan 05, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 61,067 | 2,813 | 0.04% | 0.05% | 171 | -3,691 | -5.7% | Q4 2025 | Feb 09, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Added to | 60,243 | 2,776 | 1.0% | 1.11% | 172 | +544 | 0.91% | Q4 2025 | Jan 26, 2026 |
| Waverly Advisors, LLC | History | Reduced | 59,853 | 2,758 | 0.02% | 0.03% | 173 | -1,478 | -2.41% | Q4 2025 | Feb 17, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Reduced | 59,836 | 2,757 | 1.36% | 1.59% | 174 | -3,073 | -4.88% | Q4 2025 | Jan 30, 2026 |
| Troutman Wealth Management, LLC | History | New | 57,686 | 2,658 | 2.2% | — | 175 | +57,686 | New | Q4 2025 | Feb 18, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Reduced | 56,735 | 2,614 | 1.31% | 1.51% | 176 | -4,985 | -8.08% | Q4 2025 | Feb 09, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 55,606 | 2,562 | 0.38% | 0.42% | 177 | -4,104 | -6.87% | Q4 2025 | Feb 03, 2026 |
| CLG LLC | History | Reduced | 55,331 | 2,549 | 0.63% | 0.72% | 178 | -1,662 | -2.92% | Q4 2025 | Jan 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 54,156 | 2,495 | 0.0% | 0.0% | 179 | -7,026 | -11.48% | Q4 2025 | Feb 18, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 53,487 | 2,464 | 0.33% | — | 180 | +53,487 | New | Q4 2025 | Feb 09, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 52,781 | 2,432 | 0.07% | 0.08% | 181 | +205 | 0.39% | Q4 2025 | Feb 12, 2026 |
| Arax Advisory Partners | History | New | 52,626 | 2,425 | 0.07% | — | 182 | +52,626 | New | Q4 2025 | Feb 13, 2026 |
| Claro Advisors Inc. | History | Reduced | 51,820 | 2,387 | 0.33% | 0.37% | 183 | -3,059 | -5.57% | Q4 2025 | Feb 17, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 49,364 | 2,274 | 0.24% | 0.52% | 184 | -51,128 | -50.88% | Q4 2025 | Jan 28, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 48,887 | 2,252 | 0.06% | 0.09% | 185 | +17,780 | 57.16% | Q4 2025 | Feb 10, 2026 |
| XTX Topco Ltd | History | Added to | 48,608 | 2,239 | 0.06% | 0.04% | 186 | +31,520 | 184.46% | Q4 2025 | Feb 17, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 48,544 | 2,236 | 1.08% | 1.1% | 187 | -900 | -1.82% | Q4 2025 | Feb 05, 2026 |
| MAI Capital Management | History | Reduced | 47,166 | 2,173 | 0.01% | 0.01% | 188 | -2,526 | -5.08% | Q4 2025 | Feb 13, 2026 |
| Retirement Planning Group, LLC | History | Added to | 46,870 | 2,159 | 0.07% | 0.07% | 189 | +5,426 | 13.09% | Q4 2025 | Feb 03, 2026 |
| Westside Investment Management, Inc. | History | Added to | 46,615 | 2,148 | 0.34% | 0.34% | 190 | +384 | 0.83% | Q4 2025 | Jan 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 46,588 | 2,146 | 0.01% | 0.01% | 191 | +3,190 | 7.35% | Q4 2025 | Feb 11, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 46,007 | 2,120 | 0.72% | 0.61% | 192 | +6,317 | 15.92% | Q4 2025 | Jan 28, 2026 |
| Triumph Capital Management | History | Reduced | 45,980 | 2,118 | 0.46% | 0.64% | 194 | -5,372 | -10.46% | Q4 2025 | Feb 12, 2026 |
| Finward Bancorp | History | Reduced | 45,985 | 2,118 | 1.64% | 1.64% | 193 | -816 | -1.74% | Q4 2025 | Jan 21, 2026 |
| KENNEDY INVESTMENT GROUP | History | Reduced | 45,430 | 2,093 | 0.79% | 1.01% | 195 | -9,734 | -17.65% | Q4 2025 | Feb 06, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 43,264 | 1,993 | 0.07% | 0.05% | 196 | +13,731 | 46.49% | Q4 2025 | Feb 13, 2026 |
| Centurion Wealth Management LLC | History | Added to | 43,251 | 1,993 | 0.44% | 0.46% | 197 | +15 | 0.03% | Q4 2025 | Jan 14, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 43,119 | 1,986 | 0.07% | 0.3% | 198 | -57,541 | -57.16% | Q4 2025 | Feb 04, 2026 |
| Laurel Wealth Planning LLC | History | Reduced | 42,150 | 1,942 | 1.08% | 1.12% | 199 | -3,509 | -7.69% | Q4 2025 | Jan 23, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | No change | 42,049 | 1,938 | 0.94% | 1.07% | 200 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 41,934 | 1,932 | 0.31% | 0.34% | 201 | +412 | 0.99% | Q4 2025 | Feb 17, 2026 |
| Savant Capital, LLC | History | Reduced | 40,602 | 1,870 | 0.01% | 0.01% | 202 | -424 | -1.03% | Q4 2025 | Feb 10, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 40,248 | 1,854 | 0.16% | 0.16% | 203 | +73 | 0.18% | Q4 2025 | Jan 26, 2026 |
| Olde Wealth Management, LLC | History | Reduced | 39,561 | 1,822 | 0.56% | 0.63% | 204 | -5,405 | -12.02% | Q4 2025 | Feb 12, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 39,529 | 1,821 | 0.08% | 0.09% | 205 | -3,900 | -8.98% | Q4 2025 | Jan 06, 2026 |
| Accel Wealth Management | History | Reduced | 39,465 | 1,818 | 0.5% | 0.54% | 206 | -936 | -2.32% | Q4 2025 | Jan 20, 2026 |
| Sun Financial Inc | History | New | 39,440 | 1,817 | 1.01% | — | 207 | +39,440 | New | Q4 2025 | Feb 02, 2026 |
| Prism Advisors, Inc. | History | Reduced | 39,338 | 1,812 | 0.48% | 0.97% | 208 | -38,671 | -49.57% | Q4 2025 | Jan 23, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 39,339 | 1,812 | 0.14% | 0.17% | 209 | -4,477 | -10.22% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 39,184 | 1,805 | 0.0% | 0.0% | 210 | +4,025 | 11.45% | Q4 2025 | Feb 17, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 38,941 | 1,794 | 0.7% | 0.72% | 211 | -843 | -2.12% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 38,788 | 1,787 | 0.03% | 0.03% | 212 | -6,158 | -13.7% | Q4 2025 | Feb 12, 2026 |
| Intrua Financial, LLC | History | Added to | 38,339 | 1,766 | 0.19% | 0.19% | 213 | +966 | 2.58% | Q4 2025 | Feb 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 38,198 | 1,760 | 0.0% | 0.0% | 214 | -263 | -0.68% | Q4 2025 | Feb 17, 2026 |
| Cambria Investment Management, L.P. | History | New | 38,169 | 1,758 | 0.1% | — | 215 | +38,169 | New | Q4 2025 | Feb 17, 2026 |
| Empowered Funds, LLC | History | New | 38,169 | 1,758 | 0.03% | — | 216 | +38,169 | New | Q4 2025 | Feb 18, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 37,899 | 1,746 | 0.08% | 0.1% | 217 | +1,369 | 3.75% | Q4 2025 | Jan 28, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 37,778 | 1,740 | 0.08% | 0.05% | 218 | +12,416 | 48.96% | Q4 2025 | Jan 21, 2026 |
| Apollon Financial, LLC | History | Reduced | 37,615 | 1,733 | 0.25% | 0.29% | 219 | -536 | -1.4% | Q4 2025 | Jan 22, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 37,522 | 1,729 | 0.13% | 0.03% | 220 | +29,254 | 353.82% | Q4 2025 | Jan 28, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Reduced | 37,391 | 1,722 | 0.36% | 0.41% | 221 | -3,581 | -8.74% | Q4 2025 | Jan 22, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 36,981 | 1,704 | 0.05% | 0.06% | 222 | -345 | -0.92% | Q4 2025 | Jan 12, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 36,756 | 1,693 | 0.08% | 0.07% | 223 | +5,475 | 17.5% | Q4 2025 | Feb 17, 2026 |
| Rubicon Advisors, GP | History | New | 36,569 | 1,685 | 1.56% | — | 224 | +36,569 | New | Q4 2025 | Mar 09, 2026 |
| FWG Holdings, LLC | History | No change | 37,114 | 1,674 | 0.64% | 0.72% | 225 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Waterloo Capital, L.P. | History | Added to | 36,206 | 1,668 | 0.12% | 0.12% | 226 | +88 | 0.24% | Q4 2025 | Feb 10, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 35,989 | 1,658 | 0.05% | 0.08% | 227 | -924 | -2.5% | Q4 2025 | Jan 20, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 35,741 | 1,646 | 0.08% | 0.09% | 228 | -4,014 | -10.1% | Q4 2025 | Jan 20, 2026 |
| Walker Asset Management, LLC | History | Reduced | 35,508 | 1,636 | 0.88% | 0.94% | 229 | -900 | -2.47% | Q4 2025 | Jan 16, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 35,032 | 1,614 | 0.09% | 0.09% | 230 | -1,480 | -4.05% | Q4 2025 | Feb 06, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 34,891 | 1,607 | 0.49% | 0.5% | 231 | -307 | -0.87% | Q4 2025 | Jan 29, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Added to | 34,780 | 1,602 | 1.57% | 1.4% | 232 | +2,986 | 9.39% | Q4 2025 | Jan 07, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 34,218 | 1,576 | 0.12% | 0.13% | 233 | -1,603 | -4.48% | Q4 2025 | Jan 29, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 34,000 | 1,566 | 0.02% | 0.03% | 234 | -3,853 | -10.18% | Q4 2025 | Feb 10, 2026 |
| Spire Wealth Management | History | Reduced | 33,188 | 1,529 | 0.05% | 0.06% | 235 | -4,409 | -11.73% | Q4 2025 | Jan 14, 2026 |
| TrueWealth Financial Partners | History | New | 32,784 | 1,510 | 1.25% | — | 236 | +32,784 | New | Q4 2025 | Feb 05, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | New | 32,784 | 1,510 | 1.25% | — | 237 | +32,784 | New | Q4 2025 | Feb 05, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 32,570 | 1,500 | 0.11% | 0.11% | 238 | +3,417 | 11.72% | Q4 2025 | Jan 21, 2026 |
| Venture Visionary Partners LLC | History | Added to | 32,472 | 1,496 | 0.05% | 0.05% | 239 | +96 | 0.3% | Q4 2025 | Feb 13, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 30,327 | 1,493 | 0.66% | 0.7% | 240 | -1,376 | -4.34% | Q4 2025 | Feb 13, 2026 |
| CRUX WEALTH ADVISORS | History | Reduced | 32,353 | 1,490 | 0.55% | 0.83% | 241 | -13,206 | -28.99% | Q4 2025 | Jan 21, 2026 |
| Sovran Advisors, LLC | History | Reduced | 31,306 | 1,488 | 0.13% | 0.13% | 242 | -2,064 | -6.19% | Q4 2025 | Jan 20, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 32,058 | 1,477 | 0.02% | 0.02% | 243 | -10,181 | -24.1% | Q4 2025 | Feb 11, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 31,933 | 1,471 | 0.05% | 0.05% | 244 | -260 | -0.81% | Q4 2025 | Jan 12, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 31,614 | 1,456 | 0.21% | — | 245 | +31,614 | New | Q4 2025 | Feb 13, 2026 |
| Purus Wealth Management, LLC | History | Reduced | 31,465 | 1,449 | 0.45% | 0.48% | 246 | -1,342 | -4.09% | Q4 2025 | Jan 27, 2026 |
| Sowell Financial Services LLC | History | Added to | 31,400 | 1,446 | 0.05% | 0.06% | 247 | +343 | 1.1% | Q4 2025 | Jan 21, 2026 |
| Sequent Planning LLC | History | Added to | 30,696 | 1,414 | 0.36% | 0.4% | 248 | +48 | 0.16% | Q4 2025 | Feb 05, 2026 |
| tru Independence LLC | History | Reduced | 30,628 | 1,411 | 0.36% | 0.38% | 249 | -754 | -2.4% | Q4 2025 | Jan 22, 2026 |
| Keystone Financial Group | History | Added to | 30,336 | 1,397 | 0.1% | 0.1% | 250 | +2,346 | 8.38% | Q4 2025 | Feb 06, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Reduced | 30,147 | 1,389 | 0.49% | 0.53% | 251 | -678 | -2.2% | Q4 2025 | Feb 13, 2026 |
| MBE Wealth Management, LLC | History | Reduced | 30,047 | 1,384 | 0.58% | 0.61% | 252 | -223 | -0.74% | Q4 2025 | Jan 21, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 29,232 | 1,347 | 0.14% | 0.12% | 253 | +4,737 | 19.34% | Q4 2025 | Jan 27, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 28,833 | 1,328 | 0.36% | 0.37% | 254 | -668 | -2.26% | Q4 2025 | Jan 16, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 28,802 | 1,327 | 0.01% | 0.01% | 255 | -186 | -0.64% | Q4 2025 | Feb 17, 2026 |
| RFG Advisory, LLC | History | Reduced | 28,773 | 1,325 | 0.02% | 0.03% | 256 | -3,499 | -10.84% | Q4 2025 | Feb 03, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 28,648 | 1,320 | 0.28% | 0.47% | 257 | -1,114 | -3.74% | Q4 2025 | Feb 12, 2026 |
| Argyle Capital Partners, LLC | History | Added to | 27,906 | 1,285 | 0.94% | 0.86% | 258 | +1,936 | 7.45% | Q4 2025 | Feb 17, 2026 |
| PFG Advisors | History | Reduced | 27,610 | 1,272 | 0.06% | 0.09% | 259 | -19,189 | -41.0% | Q4 2025 | Jan 27, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 27,051 | 1,246 | 0.14% | 0.06% | 260 | +15,414 | 132.46% | Q4 2025 | Jan 23, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Reduced | 26,705 | 1,230 | 0.45% | 0.59% | 261 | -4,103 | -13.32% | Q4 2025 | Feb 11, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 26,543 | 1,223 | 0.07% | 0.07% | 262 | -1,408 | -5.04% | Q4 2025 | Jan 20, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 26,123 | 1,203 | 0.25% | 0.3% | 264 | -3,012 | -10.34% | Q4 2025 | Jan 23, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 26,116 | 1,203 | 0.09% | 0.1% | 263 | -795 | -2.95% | Q4 2025 | Jan 23, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 25,377 | 1,169 | 0.0% | 0.0% | 265 | +6,238 | 32.59% | Q4 2025 | Feb 13, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 25,306 | 1,166 | 0.26% | — | 266 | +25,306 | New | Q4 2025 | Feb 18, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 25,241 | 1,163 | 0.04% | 0.04% | 267 | -103 | -0.41% | Q4 2025 | Jan 27, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 25,110 | 1,157 | 0.09% | 0.1% | 268 | -1,719 | -6.41% | Q4 2025 | Jan 09, 2026 |
| GGM Financials LLC | History | Added to | 24,668 | 1,136 | 0.55% | 0.57% | 269 | +71 | 0.29% | Q4 2025 | Feb 04, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 24,337 | 1,121 | 0.75% | 0.84% | 270 | -847 | -3.36% | Q4 2025 | Jan 07, 2026 |
| BIP Wealth, LLC | History | New | 24,090 | 1,110 | 0.04% | — | 271 | +24,090 | New | Q4 2025 | Jan 21, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 23,810 | 1,097 | 0.0% | 0.0% | 272 | -235 | -0.98% | Q4 2025 | Feb 17, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 23,682 | 1,091 | 0.07% | 0.08% | 273 | -1,477 | -5.87% | Q4 2025 | Feb 03, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 23,323 | 1,074 | 0.04% | 0.05% | 274 | +1,379 | 6.28% | Q4 2025 | Feb 09, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 23,235 | 1,070 | 0.02% | 0.01% | 275 | +17,680 | 318.27% | Q4 2025 | Feb 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 23,223 | 1,070 | 0.03% | 0.02% | 276 | +3,330 | 16.74% | Q4 2025 | Jan 23, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 22,817 | 1,051 | 0.72% | 0.77% | 277 | -1,260 | -5.23% | Q4 2025 | Jan 22, 2026 |
| Lighthouse Wealth Management Inc. | History | Added to | 22,779 | 1,049 | 0.72% | 0.85% | 278 | +5 | 0.02% | Q4 2025 | Jan 15, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 22,753 | 1,048 | 0.18% | 0.21% | 279 | -1,512 | -6.23% | Q4 2025 | Feb 12, 2026 |
| Capital Square, LLC | History | Reduced | 22,599 | 1,041 | 0.53% | 0.57% | 280 | -1,480 | -6.15% | Q4 2025 | Feb 13, 2026 |
| Main Line Retirement Advisors, LLC | History | Added to | 22,479 | 1,035 | 0.52% | 0.39% | 281 | +5,867 | 35.32% | Q4 2025 | Jan 21, 2026 |
| Blueprint Investment Partners LLC | History | Reduced | 22,406 | 1,032 | 0.11% | 0.15% | 282 | -1,294 | -5.46% | Q4 2025 | Feb 17, 2026 |
| Blueprint Financial Advisors LLC | History | Reduced | 22,406 | 1,032 | 0.16% | 0.24% | 283 | -1,294 | -5.46% | Q4 2025 | Feb 13, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 22,341 | 1,029 | 0.01% | 0.01% | 284 | -401 | -1.76% | Q4 2025 | Feb 03, 2026 |
| RVW Wealth, LLC | History | Added to | 22,080 | 1,017 | 0.08% | 0.08% | 285 | +106 | 0.48% | Q4 2025 | Jan 12, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 21,994 | 1,013 | 0.06% | 0.07% | 286 | +48 | 0.22% | Q4 2025 | Feb 10, 2026 |
| J. Derek Lewis & Associates Inc. | History | New | 21,253 | 979 | 0.23% | — | 287 | +21,253 | New | Q4 2025 | Mar 23, 2026 |
| BostonPremier Wealth LLC | History | Reduced | 20,863 | 961 | 0.49% | 8.26% | 288 | -338,730 | -94.2% | Q4 2025 | Jan 13, 2026 |
| Summit Financial, LLC | History | Reduced | 20,824 | 959 | 0.01% | 0.02% | 289 | -3,813 | -15.48% | Q4 2025 | Feb 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 20,355 | 937 | 0.02% | 0.03% | 290 | -91 | -0.45% | Q4 2025 | Feb 02, 2026 |
| Hilltop Holdings Inc. | History | Added to | 19,764 | 910 | 0.05% | 0.05% | 291 | +8 | 0.04% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 19,722 | 908 | 0.01% | — | 292 | +19,722 | New | Q4 2025 | Feb 18, 2026 |
| Holos Integrated Wealth LLC | History | Reduced | 19,624 | 906 | 0.51% | 0.53% | 293 | -258 | -1.3% | Q4 2025 | Jan 05, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 19,317 | 890 | 0.02% | 0.02% | 294 | -3,530 | -15.45% | Q4 2025 | Feb 03, 2026 |
| Topsail Wealth Management, LLC | History | Reduced | 19,123 | 881 | 0.13% | 0.15% | 295 | -606 | -3.07% | Q4 2025 | Feb 04, 2026 |
| Formidable Asset Management, LLC | History | No change | 19,022 | 879 | 0.13% | 0.13% | 296 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Quantinno Capital Management LP | History | Added to | 19,073 | 878 | 0.0% | 0.0% | 297 | +3,054 | 19.06% | Q4 2025 | Feb 17, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 18,777 | 865 | 0.02% | 0.02% | 298 | +588 | 3.23% | Q4 2025 | Feb 13, 2026 |
| Virtus Wealth Solutions LLC | History | Added to | 18,298 | 843 | 0.16% | 0.16% | 299 | +103 | 0.57% | Q4 2025 | Jan 29, 2026 |
| Caprock Group, LLC | History | No change | 18,109 | 834 | 0.02% | 0.02% | 300 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 17,995 | 829 | 0.0% | 0.0% | 301 | +2,488 | 16.04% | Q4 2025 | Feb 10, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 17,633 | 812 | 0.32% | 0.31% | 302 | +211 | 1.21% | Q4 2025 | Jan 21, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | No change | 17,500 | 806 | 0.27% | 0.28% | 303 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| jvl associates llc | History | New | 17,394 | 801 | 0.26% | — | 304 | +17,394 | New | Q4 2025 | Jan 09, 2026 |
| Santori & Peters, Inc. | History | Reduced | 17,244 | 794 | 0.27% | 0.3% | 305 | -1,074 | -5.86% | Q4 2025 | Jan 15, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 16,947 | 780 | 0.03% | 0.03% | 306 | -1,773 | -9.47% | Q4 2025 | Feb 17, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 16,768 | 772 | 0.07% | 0.12% | 307 | -8,717 | -34.2% | Q4 2025 | Jan 23, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 16,648 | 767 | 0.4% | 0.47% | 308 | -10,563 | -38.82% | Q4 2025 | Feb 18, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | Reduced | 16,357 | 757 | 0.43% | 0.48% | 309 | -891 | -5.17% | Q4 2025 | Jan 09, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 16,426 | 756 | 0.05% | 0.05% | 310 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ABLE Financial Group, LLC | History | Added to | 16,287 | 750 | 0.15% | 0.16% | 311 | +35 | 0.22% | Q4 2025 | Jan 23, 2026 |
| Maridea Wealth Management LLC | History | New | 15,955 | 735 | 0.11% | — | 312 | +15,955 | New | Q4 2025 | Jan 08, 2026 |
| CHILTON INVESTMENT CO INC. | History | No change | 15,760 | 726 | 0.02% | 0.01% | 313 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 15,741 | 725 | 0.03% | 0.03% | 314 | -4,586 | -22.56% | Q4 2025 | Jan 13, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 14,963 | 719 | 0.16% | 0.16% | 315 | -755 | -4.8% | Q4 2025 | Feb 05, 2026 |
| PMG Wealth Management, Inc. | History | No change | 15,499 | 714 | 0.52% | 0.54% | 316 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 15,439 | 711 | 0.04% | — | 318 | +15,439 | New | Q4 2025 | Feb 17, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 15,441 | 711 | 0.21% | 0.22% | 317 | +25 | 0.16% | Q4 2025 | Feb 10, 2026 |
| 4WEALTH ADVISORS, INC. | History | Added to | 15,423 | 710 | 0.61% | 0.6% | 319 | +855 | 5.87% | Q4 2025 | Jan 21, 2026 |
| City Center Advisors, LLC | History | Added to | 15,367 | 708 | 0.65% | 0.64% | 320 | +1,116 | 7.83% | Q4 2025 | Jan 05, 2026 |
| CX Institutional | History | Reduced | 15,195 | 700 | 0.02% | 0.03% | 321 | -4,745 | -23.8% | Q4 2025 | Feb 02, 2026 |
| SYKON CAPITAL LLC | History | Added to | 14,977 | 690 | 0.22% | 0.14% | 322 | +5,852 | 64.13% | Q4 2025 | Feb 12, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 14,831 | 683 | 1.29% | — | 324 | +14,831 | New | Q4 2025 | Feb 18, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 14,825 | 683 | 0.03% | 0.03% | 323 | -1,248 | -7.76% | Q4 2025 | Feb 17, 2026 |
| OBSIDIAN CIO, LLC | History | Reduced | 14,726 | 678 | 1.0% | 0.64% | 325 | -90,281 | -85.98% | Q4 2025 | Feb 18, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 14,536 | 669 | 0.05% | 0.05% | 326 | -63 | -0.43% | Q4 2025 | Feb 12, 2026 |
| Pathstone Holdings, LLC | History | New | 14,448 | 665 | 0.0% | — | 327 | +14,448 | New | Q4 2025 | Feb 13, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 14,350 | 661 | 0.08% | 0.1% | 328 | -1,004 | -6.54% | Q4 2025 | Jan 09, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Reduced | 14,002 | 645 | 0.26% | 0.28% | 329 | -352 | -2.45% | Q4 2025 | Jan 22, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 13,716 | 632 | 0.01% | 0.0% | 330 | +4,563 | 49.85% | Q4 2025 | Feb 13, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 13,698 | 631 | 0.0% | 0.01% | 331 | -4,279 | -23.8% | Q4 2025 | Feb 11, 2026 |
| Sargent Investment Group, LLC | History | Reduced | 13,705 | 631 | 0.08% | 0.11% | 332 | -2,294 | -14.34% | Q4 2025 | Feb 13, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 12,702 | 623 | 0.01% | 0.01% | 333 | +498 | 4.08% | Q4 2025 | Feb 09, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 13,461 | 620 | 0.02% | 0.02% | 334 | +635 | 4.95% | Q4 2025 | Feb 06, 2026 |
| Appalachian Capital Management Ltd | History | New | 13,267 | 611 | 0.49% | — | 335 | +13,267 | New | Q4 2025 | Feb 17, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 13,229 | 609 | 0.01% | 0.01% | 336 | -31 | -0.23% | Q4 2025 | Jan 22, 2026 |
| Synergy Investment Management, LLC | History | Added to | 13,169 | 606 | 0.21% | 0.16% | 337 | +4,136 | 45.79% | Q4 2025 | Feb 06, 2026 |
| Mezzasalma Advisors, LLC | History | Added to | 12,926 | 596 | 0.14% | 0.15% | 338 | +78 | 0.61% | Q4 2025 | Jan 21, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 12,873 | 593 | 0.26% | 0.26% | 339 | -30 | -0.23% | Q4 2025 | Feb 17, 2026 |
| LWM Advisory Services, LLC | History | No change | 12,859 | 592 | 0.35% | 0.35% | 340 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NBT BANK N A /NY | History | No change | 92 | 588 | 0.04% | 0.04% | 341 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Trademark Financial Management, LLC | History | Reduced | 12,749 | 587 | 0.32% | 0.35% | 342 | -364 | -2.78% | Q4 2025 | Jan 28, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 12,724 | 586 | 0.17% | 0.18% | 343 | -464 | -3.52% | Q4 2025 | Feb 09, 2026 |
| Peak Planning Group, LLC | History | New | 12,681 | 584 | 0.16% | — | 344 | +12,681 | New | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 29,379 | 581 | 0.0% | 0.0% | 345 | -1,143 | -3.74% | Q4 2025 | Mar 09, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 12,573 | 579 | 0.15% | 0.15% | 346 | +323 | 2.64% | Q4 2025 | Jan 13, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 12,505 | 576 | 0.01% | 0.01% | 347 | +50 | 0.4% | Q4 2025 | Feb 09, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 11,764 | 575 | 0.17% | 0.24% | 348 | -3,595 | -23.41% | Q4 2025 | Feb 10, 2026 |
| TriaGen Wealth Management LLC | History | No change | 12,459 | 574 | 0.15% | 0.15% | 349 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Perissos Private Wealth Management, LLC | History | Added to | 12,298 | 566 | 0.49% | 0.41% | 350 | +29 | 0.24% | Q4 2025 | Feb 09, 2026 |
| Keel Point, LLC | History | Added to | 12,269 | 565 | 0.03% | 0.03% | 351 | +1,497 | 13.9% | Q4 2025 | Feb 12, 2026 |
| SFG Wealth Management, LLC. | History | Added to | 12,274 | 565 | 0.22% | 0.23% | 352 | +630 | 5.41% | Q4 2025 | Feb 03, 2026 |
| Balefire, LLC | History | New | 12,255 | 564 | 0.11% | — | 353 | +12,255 | New | Q4 2025 | Jan 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 12,120 | 558 | 0.03% | 0.03% | 354 | -1,569 | -11.46% | Q4 2025 | Feb 13, 2026 |
| WILLNER & HELLER, LLC | History | Reduced | 12,064 | 555 | 0.4% | 0.48% | 355 | -1,497 | -11.04% | Q4 2025 | Jan 12, 2026 |
| Cerity Partners LLC | History | Added to | 12,041 | 554 | 0.0% | 0.0% | 356 | +2,877 | 31.39% | Q4 2025 | Feb 11, 2026 |
| Shakespeare Wealth Management, LLC | History | Reduced | 12,029 | 554 | 0.12% | 0.13% | 357 | -65 | -0.54% | Q4 2025 | Feb 06, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 11,968 | 551 | 0.01% | 0.01% | 359 | -300 | -2.45% | Q4 2025 | Jan 30, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 11,910 | 551 | 0.0% | 0.0% | 358 | +22 | 0.19% | Q4 2025 | Feb 05, 2026 |
| LeClair Wealth Partners LLC | History | No change | 11,929 | 549 | 0.32% | 0.34% | 360 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Vigil Wealth Management, LLC | History | New | 11,895 | 548 | 0.46% | — | 361 | +11,895 | New | Q4 2025 | Feb 10, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 11,886 | 547 | 0.47% | 0.44% | 362 | -79,231 | -86.96% | Q4 2025 | Feb 06, 2026 |
| Mach-1 Financial Group, LLC | History | New | 11,749 | 541 | 0.11% | — | 364 | +11,749 | New | Q4 2025 | Feb 06, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 11,744 | 541 | 0.03% | 0.03% | 363 | -834 | -6.63% | Q4 2025 | Jan 23, 2026 |
| Capital Developers, LLC | History | New | 11,635 | 536 | 0.48% | — | 366 | +11,635 | New | Q4 2025 | Jan 30, 2026 |
| MTM Investment Management, LLC | History | Reduced | 11,647 | 536 | 0.17% | 0.17% | 365 | -50 | -0.43% | Q4 2025 | Feb 09, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 11,617 | 535 | 0.11% | 0.13% | 367 | -1,251 | -9.72% | Q4 2025 | Jan 16, 2026 |
| Skyview Financial Group LLC | History | New | 11,574 | 533 | 0.55% | — | 369 | +11,574 | New | Q4 2025 | Feb 18, 2026 |
| Tidemark, LLC | History | Reduced | 11,574 | 533 | 0.15% | 0.16% | 368 | -38 | -0.33% | Q4 2025 | Feb 10, 2026 |
| Vise Technologies, Inc. | History | New | 11,549 | 532 | 0.01% | — | 370 | +11,549 | New | Q4 2025 | Feb 11, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 11,411 | 525 | 0.03% | 0.07% | 371 | -24,261 | -68.01% | Q4 2025 | Jan 30, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 11,319 | 521 | 0.26% | 0.32% | 372 | -3,210 | -22.09% | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | No change | 11,182 | 515 | 0.03% | 0.03% | 373 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 11,140 | 513 | 0.1% | 0.1% | 374 | +4 | 0.04% | Q4 2025 | Jan 26, 2026 |
| Traction Financial Partners, LLC | History | Reduced | 10,943 | 504 | 0.3% | 0.44% | 375 | -4,610 | -29.64% | Q4 2025 | Jan 29, 2026 |
| Rothschild Wealth LLC | History | New | 10,710 | 493 | 0.05% | — | 376 | +10,710 | New | Q4 2025 | Feb 17, 2026 |
| SageGuard Financial Group, LLC | History | New | 10,689 | 492 | 0.08% | — | 377 | +10,689 | New | Q4 2025 | Jan 27, 2026 |
| GREENLEAF TRUST | History | No change | 10,649 | 490 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Leo Wealth, LLC | History | Added to | 10,580 | 487 | 0.04% | 0.06% | 380 | +72 | 0.69% | Q4 2025 | Jan 21, 2026 |
| Blue Trust, Inc. | History | No change | 10,570 | 487 | 0.01% | 0.01% | 379 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Archer Investment Corp | History | Reduced | 10,444 | 481 | 0.11% | 0.11% | 381 | -49 | -0.47% | Q4 2025 | Jan 30, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 10,138 | 467 | 0.15% | 0.16% | 382 | -130 | -1.27% | Q4 2025 | Jan 07, 2026 |
| Plotkin Financial Advisors, LLC | History | No change | 10,146 | 467 | 0.23% | 0.23% | 383 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| SLT Holdings LLC | History | Reduced | 10,071 | 464 | 0.3% | 0.36% | 384 | -2,086 | -17.16% | Q4 2025 | Feb 09, 2026 |
| Milestones Private Investment Advisors LLC | History | No change | 9,962 | 459 | 0.32% | 0.31% | 385 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 9,795 | 451 | 0.29% | 0.35% | 386 | -1,374 | -12.3% | Q4 2025 | Feb 05, 2026 |
| Legacy Trust | History | No change | 9,775 | 450 | 0.08% | 0.09% | 387 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Reduced | 9,765 | 449 | 0.07% | 0.08% | 388 | -86 | -0.87% | Q4 2025 | Feb 11, 2026 |
| OMNI 360 Wealth, Inc. | History | Reduced | 9,457 | 448 | 0.23% | 0.47% | 389 | -8,695 | -47.9% | Q4 2025 | Jan 29, 2026 |
| Strategic Financial Partners, Ltd. | History | Reduced | 9,727 | 448 | 0.19% | 0.21% | 390 | -195 | -1.97% | Q4 2025 | Feb 11, 2026 |
| Advisory Services Network, LLC | History | Reduced | 9,528 | 439 | 0.01% | 0.01% | 391 | -708 | -6.92% | Q4 2025 | Feb 17, 2026 |
| Old Port Advisors | History | Reduced | 9,542 | 439 | 0.11% | 0.11% | 392 | -140 | -1.45% | Q4 2025 | Jan 08, 2026 |
| TopTier Wealth Management, LLC | History | New | 9,354 | 431 | 0.29% | — | 394 | +9,354 | New | Q4 2025 | Feb 12, 2026 |
| PFG Investments, LLC | History | Reduced | 9,362 | 431 | 0.02% | 0.02% | 393 | -184 | -1.93% | Q4 2025 | Jan 26, 2026 |
| Waterfront Wealth Inc. | History | No change | 8,986 | 428 | 0.08% | 0.08% | 395 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Owen LaRue, LLC | History | Added to | 9,273 | 427 | 0.16% | 0.17% | 396 | +141 | 1.54% | Q4 2025 | Feb 05, 2026 |
| EHRLICH FINANCIAL GROUP | History | No change | 9,232 | 425 | 0.24% | 0.25% | 397 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Indivisible Partners | History | New | 9,217 | 424 | 0.05% | — | 399 | +9,217 | New | Q4 2025 | Feb 03, 2026 |
| MGB Wealth Management, LLC | History | Added to | 9,223 | 424 | 0.12% | 0.12% | 398 | +28 | 0.3% | Q4 2025 | Feb 17, 2026 |
| FSC Wealth Advisors, LLC | History | Reduced | 9,151 | 421 | 0.68% | 0.4% | 400 | -5,806 | -38.82% | Q4 2025 | Jan 22, 2026 |
| PLANNING DIRECTIONS INC | History | Reduced | 9,030 | 416 | 0.21% | 0.27% | 401 | -1,959 | -17.83% | Q4 2025 | Jan 21, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 8,885 | 409 | 0.02% | 0.03% | 402 | -614 | -6.46% | Q4 2025 | Feb 04, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 8,693 | 400 | 0.08% | 0.08% | 403 | -398 | -4.38% | Q4 2025 | Feb 12, 2026 |
| GeoWealth Management, LLC | History | Added to | 8,616 | 397 | 0.01% | 0.01% | 404 | +133 | 1.57% | Q4 2025 | Feb 17, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 8,627 | 397 | 0.22% | 0.24% | 405 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DB&C Advisors, LLC | History | New | 8,549 | 393 | 0.49% | — | 406 | +8,549 | New | Q4 2025 | Feb 11, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Reduced | 8,496 | 391 | 0.13% | 0.23% | 407 | -2,357 | -21.72% | Q4 2025 | Jan 23, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | Reduced | 8,487 | 391 | 0.18% | 0.22% | 408 | -895 | -9.54% | Q4 2025 | Feb 10, 2026 |
| PSI Advisors, LLC | History | No change | 8,410 | 387 | 0.1% | 0.1% | 409 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Fermata Advisors, LLC | History | Added to | 8,324 | 383 | 0.09% | 0.1% | 411 | +82 | 0.99% | Q4 2025 | Jan 08, 2026 |
| CHOREO, LLC | History | No change | 8,195 | 383 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 8,310 | 382 | 0.0% | — | 412 | +8,310 | New | Q4 2025 | Feb 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 8,303 | 382 | 0.01% | 0.02% | 413 | -4,954 | -37.37% | Q4 2025 | Jan 29, 2026 |
| Autumn Glory Partners, LLC | History | New | 8,219 | 378 | 0.13% | — | 414 | +8,219 | New | Q4 2025 | Jan 27, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 8,038 | 370 | 0.0% | 0.0% | 415 | -474 | -5.57% | Q4 2025 | Feb 13, 2026 |
| Curi Capital, LLC | History | No change | 8,025 | 369 | 0.01% | 0.01% | 416 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Balboa Wealth Partners | History | No change | 7,938 | 365 | 0.06% | 0.06% | 417 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 7,869 | 362 | 0.04% | 0.05% | 418 | -244 | -3.01% | Q4 2025 | Feb 10, 2026 |
| BEACON INVESTMENT ADVISORS LLC | History | Added to | 7,847 | 361 | 0.14% | 0.15% | 419 | +1 | 0.01% | Q4 2025 | Feb 17, 2026 |
| Root Financial Partners, LLC | History | Reduced | 7,777 | 358 | 0.02% | 0.03% | 421 | -4,444 | -36.36% | Q4 2025 | Feb 10, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 7,782 | 358 | 0.0% | 0.0% | 420 | -1,044 | -11.83% | Q4 2025 | Jan 12, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 7,700 | 354 | 0.13% | 0.14% | 422 | -550 | -6.67% | Q4 2025 | Feb 05, 2026 |
| Bison Wealth, LLC | History | New | 7,606 | 353 | 0.04% | — | 424 | +7,606 | New | Q4 2025 | Mar 24, 2026 |
| Weitzel Financial Services, Inc. | History | Added to | 7,645 | 353 | 0.14% | 0.14% | 425 | +90 | 1.19% | Q4 2025 | Feb 03, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 7,674 | 353 | 0.02% | 0.02% | 423 | +78 | 1.03% | Q4 2025 | Feb 06, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Reduced | 7,646 | 352 | 0.03% | 0.04% | 426 | -1,215 | -13.71% | Q4 2025 | Feb 04, 2026 |
| Summit Investment Advisory Services, LLC | History | Added to | 7,381 | 340 | 0.13% | 0.14% | 427 | +12 | 0.16% | Q4 2025 | Feb 04, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 7,332 | 337 | 0.06% | 0.01% | 428 | -5,719 | -43.82% | Q4 2025 | Mar 04, 2026 |
| Rossby Financial, LCC | History | Reduced | 7,332 | 337 | 0.1% | 0.12% | 429 | -656 | -8.21% | Q4 2025 | Feb 12, 2026 |
| Beaton Management Co. Inc. | History | Reduced | 7,199 | 332 | 0.15% | 0.15% | 430 | -95 | -1.3% | Q4 2025 | Feb 10, 2026 |
| GUERRA PAN ADVISORS, LLC | History | Reduced | 7,128 | 328 | 0.19% | 0.2% | 431 | -20 | -0.28% | Q4 2025 | Jan 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 7,084 | 326 | 0.01% | 0.01% | 432 | -831 | -10.5% | Q4 2025 | Jan 07, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 7,071 | 325 | 0.05% | 0.05% | 433 | +421 | 6.33% | Q4 2025 | Feb 12, 2026 |
| HB Wealth Management, LLC | History | Reduced | 7,044 | 324 | 0.0% | 0.0% | 434 | -580 | -7.61% | Q4 2025 | Jan 28, 2026 |
| Schrum Private Wealth Management LLC | History | No change | 7,009 | 322 | 0.24% | 0.24% | 435 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 6,939 | 319 | 0.0% | 0.0% | 437 | -1,889 | -21.4% | Q4 2025 | Feb 11, 2026 |
| Opal Wealth Advisors, LLC | History | Reduced | 6,935 | 319 | 0.08% | 0.09% | 436 | -432 | -5.86% | Q4 2025 | Jan 26, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 6,886 | 317 | 0.04% | 0.04% | 438 | -43 | -0.62% | Q4 2025 | Jan 26, 2026 |
| Intelligence Driven Advisers, LLC | History | New | 6,732 | 310 | 0.04% | — | 439 | +6,732 | New | Q4 2025 | Jan 23, 2026 |
| Benson Wealth Management INC | History | New | 6,712 | 309 | 0.34% | — | 440 | +6,712 | New | Q4 2025 | Feb 12, 2026 |
| Avise Financial Cooperative, Inc. | History | New | 6,675 | 307 | 0.28% | — | 442 | +6,675 | New | Q4 2025 | Feb 11, 2026 |
| Redwood Financial Network Corp | History | Reduced | 6,665 | 307 | 0.2% | 0.2% | 441 | -32 | -0.48% | Q4 2025 | Feb 10, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | New | 6,654 | 306 | 0.02% | — | 443 | +6,654 | New | Q4 2025 | Jan 20, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 6,561 | 302 | 0.09% | 0.08% | 444 | +597 | 10.01% | Q4 2025 | Jan 22, 2026 |
| Accelerate Investment Advisors LLC | History | Reduced | 6,466 | 297 | 0.2% | 0.21% | 445 | -104 | -1.58% | Q4 2025 | Jan 12, 2026 |
| RDA Financial Network | History | Added to | 6,413 | 295 | 0.07% | 0.07% | 446 | +125 | 1.99% | Q4 2025 | Jan 06, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 6,311 | 290 | 0.01% | 0.01% | 448 | -355 | -5.33% | Q4 2025 | Feb 10, 2026 |
| Clearstead Advisors, LLC | History | Added to | 6,306 | 290 | 0.0% | 0.0% | 447 | +7 | 0.11% | Q4 2025 | Feb 09, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 6,190 | 285 | 0.01% | 0.01% | 449 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Gratus Wealth Advisors, LLC | History | No change | 6,158 | 283 | 0.04% | 0.04% | 450 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Hilltop Partners LLC | History | No change | 6,127 | 282 | 0.07% | 0.08% | 451 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 6,048 | 278 | 0.01% | 0.02% | 452 | +119 | 2.01% | Q4 2025 | Jan 07, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 6,022 | 277 | 0.17% | — | 455 | +6,022 | New | Q4 2025 | Feb 04, 2026 |
| Sound Income Strategies, LLC | History | Added to | 5,828 | 277 | 0.01% | 0.0% | 454 | +5,428 | 1357.0% | Q4 2025 | Jan 21, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 6,011 | 277 | 0.01% | 0.01% | 453 | +1,111 | 22.67% | Q4 2025 | Jan 26, 2026 |
| United Advisor Group, LLC | History | Reduced | 5,950 | 274 | 0.03% | 0.05% | 456 | -2,737 | -31.51% | Q4 2025 | Jan 26, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 5,936 | 273 | 0.02% | 0.02% | 457 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Trilogy Capital Inc. | History | Reduced | 5,899 | 271 | 0.01% | 0.02% | 459 | -2,657 | -31.05% | Q4 2025 | Jan 22, 2026 |
| Peak Financial Management, Inc. | History | No change | 5,892 | 271 | 0.07% | 0.07% | 458 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Core Wealth Partners LLC | History | Added to | 5,810 | 267 | 0.12% | 0.12% | 460 | +4 | 0.07% | Q4 2025 | Feb 17, 2026 |
| Variant Private Wealth, LLC | History | Reduced | 5,782 | 266 | 0.28% | 0.26% | 462 | -420 | -6.77% | Q4 2025 | Jan 26, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 5,785 | 266 | 0.04% | 0.05% | 461 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| KFA Private Wealth Group, LLC | History | Reduced | 5,765 | 265 | 0.06% | 0.08% | 463 | -295 | -4.87% | Q4 2025 | Jan 07, 2026 |
| Facet Wealth, Inc. | History | New | 5,570 | 264 | 0.0% | — | 464 | +5,570 | New | Q4 2025 | Jan 29, 2026 |
| Oxler Private Wealth LLC | History | Added to | 5,655 | 260 | 0.08% | 0.08% | 465 | +39 | 0.69% | Q4 2025 | Jan 23, 2026 |
| Engineers Gate Manager LP | History | New | 5,640 | 259 | 0.0% | — | 466 | +5,640 | New | Q4 2025 | Feb 17, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 5,620 | 258 | 0.0% | 0.0% | 467 | +1,186 | 26.75% | Q4 2025 | Feb 03, 2026 |
| Maltin Wealth Management, Inc. | History | No change | 5,615 | 258 | 0.1% | 0.11% | 468 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 5,563 | 256 | 0.01% | 0.01% | 469 | -340 | -5.76% | Q4 2025 | Jan 12, 2026 |
| Nilsine Partners, LLC | History | Added to | 5,506 | 253 | 0.02% | 0.02% | 470 | +7 | 0.13% | Q4 2025 | Jan 15, 2026 |
| FSM Wealth Advisors, LLC | History | Reduced | 5,437 | 250 | 0.03% | 0.04% | 471 | -39 | -0.71% | Q4 2025 | Jan 23, 2026 |
| Skyline Advisors, Inc. | History | Reduced | 5,333 | 245 | 0.08% | 0.09% | 472 | -23 | -0.43% | Q4 2025 | Jan 12, 2026 |
| Uniting Wealth Partners, LLC | History | No change | 5,337 | 245 | 0.08% | 0.06% | 473 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TFB Advisors LLC | History | Reduced | 5,290 | 243 | 0.07% | 0.07% | 475 | -291 | -5.21% | Q4 2025 | Feb 13, 2026 |
| Whelan Financial | History | No change | 5,293 | 243 | 0.08% | 0.08% | 474 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 5,273 | 242 | 0.06% | 0.07% | 476 | -125 | -2.32% | Q4 2025 | Feb 02, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 5,235 | 241 | 0.09% | 0.1% | 477 | +410 | 8.5% | Q4 2025 | Jan 27, 2026 |
| White Knight Strategic Wealth Advisors, LLC | History | Added to | 5,160 | 237 | 0.17% | 0.16% | 478 | +782 | 17.86% | Q4 2025 | Feb 20, 2026 |
| Van Diest Capital, LLC | History | New | 5,131 | 236 | 0.35% | — | 479 | +5,131 | New | Q4 2025 | Feb 19, 2026 |
| Triad Wealth Partners, LLC | History | New | 5,037 | 232 | 0.02% | — | 481 | +5,037 | New | Q4 2025 | Jan 22, 2026 |
| Brookstone Capital Management | History | Added to | 5,055 | 232 | 0.0% | 0.0% | 480 | +392 | 8.41% | Q4 2025 | Jan 15, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 4,992 | 230 | 0.02% | 0.02% | 482 | -80 | -1.58% | Q4 2025 | Jan 12, 2026 |
| Smith Partners Wealth Management, LLC | History | New | 4,940 | 227 | 0.21% | — | 483 | +4,940 | New | Q4 2025 | Feb 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 4,865 | 224 | 0.0% | 0.0% | 484 | -37 | -0.75% | Q4 2025 | Jan 23, 2026 |
| CFC Planning Co LLC | History | No change | 4,877 | 224 | 0.17% | 0.18% | 485 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 4,759 | 219 | 0.01% | 0.02% | 486 | +22 | 0.46% | Q4 2025 | Feb 20, 2026 |
| Tortuga Wealth Management, Inc | History | New | 4,730 | 217 | 0.23% | — | 487 | +4,730 | New | Q4 2025 | Apr 16, 2026 |
| EP Wealth Advisors, LLC | History | New | 4,692 | 216 | 0.0% | — | 489 | +4,692 | New | Q4 2025 | Feb 18, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 4,696 | 216 | 0.06% | 0.06% | 493 | +73 | 1.58% | Q4 2025 | Jan 27, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 4,698 | 216 | 0.01% | 0.01% | 488 | +67 | 1.45% | Q4 2025 | Feb 17, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 4,708 | 216 | 0.05% | 0.05% | 491 | +10 | 0.21% | Q4 2025 | Jan 28, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 4,707 | 216 | 0.09% | 0.16% | 490 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PARAGON FINANCIAL PARTNERS, INC. | History | No change | 4,688 | 216 | 0.13% | 0.14% | 492 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Gilliland Jeter Wealth Management LLC | History | Reduced | 4,650 | 214 | 0.06% | 0.07% | 494 | -130 | -2.72% | Q4 2025 | Jan 23, 2026 |
| Kestra Investment Management, LLC | History | New | 4,625 | 213 | 0.01% | — | 495 | +4,625 | New | Q4 2025 | Feb 09, 2026 |
| Aprio Wealth Management, LLC | History | New | 4,594 | 211 | 0.01% | — | 496 | +4,594 | New | Q4 2025 | Jan 29, 2026 |
| Financially in Tune, LLC | History | New | 4,557 | 209 | 0.2% | — | 497 | +4,557 | New | Q4 2025 | Feb 27, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 4,419 | 206 | 0.01% | — | 499 | +4,419 | New | Q4 2025 | Feb 03, 2026 |
| Visionary Wealth Advisors | History | Added to | 4,480 | 206 | 0.01% | 0.01% | 498 | +2 | 0.04% | Q4 2025 | Feb 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 4,428 | 204 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 4,421 | 203 | 0.01% | — | 501 | +4,421 | New | Q4 2025 | Feb 09, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | New | 4,404 | 202 | 0.15% | — | 504 | +4,404 | New | Q4 2025 | Feb 11, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 4,395 | 202 | 0.0% | 0.0% | 502 | +373 | 9.27% | Q4 2025 | Feb 02, 2026 |
| Weaver Consulting Group | History | No change | 4,387 | 202 | 0.05% | 0.05% | 503 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Avior Wealth Management, LLC | History | Added to | 4,376 | 201 | 0.01% | 0.01% | 505 | +20 | 0.46% | Q4 2025 | Jan 06, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 4,020 | 186 | 0.01% | 0.0% | 507 | +3,715 | 1218.03% | Q4 2025 | Feb 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Reduced | 4,056 | 186 | 0.05% | 0.1% | 506 | -3,148 | -43.7% | Q4 2025 | Feb 05, 2026 |
| BFSG, LLC | History | No change | 3,646 | 168 | 0.02% | 0.02% | 508 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 3,441 | 158 | 0.16% | 0.17% | 509 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 3,366 | 155 | 0.09% | — | 510 | +3,366 | New | Q4 2025 | Feb 11, 2026 |
| TRUST CO OF VERMONT | History | Added to | 3,280 | 151 | 0.01% | 0.01% | 511 | +80 | 2.5% | Q4 2025 | Jan 16, 2026 |
| ORG Partners LLC | History | No change | 3,259 | 150 | 0.03% | 0.03% | 512 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Rialto Wealth Management, LLC | History | No change | 3,160 | 145 | 0.03% | 0.04% | 513 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 3,120 | 143 | 0.05% | 0.06% | 514 | -921 | -22.79% | Q4 2025 | Feb 13, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 3,095 | 142 | 0.02% | 0.02% | 515 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 2,955 | 136 | 0.04% | 0.04% | 516 | +7 | 0.24% | Q4 2025 | Jan 22, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,683 | 123 | 0.0% | 0.0% | 517 | +1,396 | 108.47% | Q4 2025 | Feb 11, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 2,600 | 119 | 0.03% | 0.03% | 518 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Coston, McIsaac & Partners | History | Added to | 2,402 | 109 | 0.03% | 0.03% | 520 | +3 | 0.13% | Q4 2025 | Feb 03, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,377 | 109 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Asset Dedication, LLC | History | No change | 2,350 | 108 | 0.01% | 0.01% | 521 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Signature Equity Partners, LLC | History | New | 2,327 | 107 | 0.06% | — | 522 | +2,327 | New | Q4 2025 | Feb 17, 2026 |
| REAP Financial Group, LLC | History | Added to | 2,133 | 98 | 0.02% | 0.02% | 523 | +5 | 0.23% | Q4 2025 | Feb 10, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 2,000 | 92 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 1,889 | 87 | 0.03% | 0.03% | 525 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Ancora Advisors LLC | History | Reduced | 1,807 | 83 | 0.0% | 0.0% | 526 | -200 | -9.97% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 1,739 | 80 | 0.0% | — | 527 | +1,739 | New | Q4 2025 | Feb 13, 2026 |
| Compass Financial Services Inc | History | Added to | 1,757 | 80 | 0.03% | 0.04% | 529 | +12 | 0.69% | Q4 2025 | Feb 27, 2026 |
| Operose Advisors LLC | History | No change | 1,755 | 80 | 0.02% | 0.02% | 528 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,719 | 79 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 1,640 | 75 | 0.0% | 0.0% | 531 | -150 | -8.38% | Q4 2025 | Feb 03, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 1,625 | 74 | 0.01% | 0.01% | 532 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Oakworth Capital, Inc. | History | No change | 1,500 | 69 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 1,483 | 68 | 0.0% | 0.0% | 534 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Center for Financial Planning, Inc. | History | No change | 1,418 | 65 | 0.01% | 0.01% | 535 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Midwest Capital Advisors, LLC | History | Reduced | 1,398 | 64 | 0.03% | 0.04% | 536 | -613 | -30.48% | Q4 2025 | Jan 29, 2026 |
| Caldwell Trust Co | History | Added to | 1,401 | 64 | 0.01% | 0.01% | 537 | +197 | 16.36% | Q4 2025 | Jan 30, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,337 | 61 | 0.0% | 0.0% | 538 | -553 | -29.26% | Q4 2025 | Feb 17, 2026 |
| ST GERMAIN D J CO INC | History | No change | 1,245 | 57 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 1,243 | 57 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Nemes Rush Group LLC | History | Added to | 1,175 | 54 | 0.01% | 0.01% | 541 | +8 | 0.69% | Q4 2025 | Feb 11, 2026 |
| Graney & King, LLC | History | Added to | 1,180 | 54 | 0.03% | 0.04% | 542 | +8 | 0.68% | Q4 2025 | Feb 13, 2026 |
| BOKF, NA | History | Reduced | 1,163 | 53 | 0.0% | 0.0% | 543 | -374 | -24.33% | Q4 2025 | Feb 03, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 1,094 | 50 | 0.01% | 0.01% | 544 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,089 | 50 | 0.0% | 0.0% | 545 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pacifica Partners Inc. | History | No change | 1,079 | 49 | 0.02% | 0.02% | 546 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| North Star Investment Management Corp. | History | Reduced | 1,043 | 48 | 0.0% | 0.01% | 547 | -661 | -38.79% | Q4 2025 | Jan 30, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 1,034 | 47 | 0.01% | 0.01% | 548 | -60 | -5.48% | Q4 2025 | Feb 13, 2026 |
| Accordant Advisory Group Inc | History | No change | 1,016 | 46 | 0.03% | 0.03% | 549 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Glassman Wealth Services | History | No change | 991 | 45 | 0.01% | 0.01% | 550 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 971 | 44 | 0.02% | 0.02% | 551 | +42 | 4.52% | Q4 2025 | Jan 21, 2026 |
| FIRST HORIZON CORP | History | New | 948 | 43 | 0.0% | — | 552 | +948 | New | Q4 2025 | Jan 27, 2026 |
| BlackRock, Inc. | History | Added to | 870 | 40 | 0.0% | 0.0% | 553 | +400 | 85.11% | Q4 2025 | Feb 12, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 838 | 38 | 0.01% | 0.01% | 554 | +6 | 0.72% | Q4 2025 | Jan 28, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 644 | 29 | 0.03% | — | 557 | +644 | New | Q4 2025 | Feb 10, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 651 | 29 | 0.0% | 0.0% | 555 | +270 | 70.87% | Q4 2025 | Feb 06, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 650 | 29 | 0.08% | 0.08% | 556 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Hilltop National Bank | History | New | 605 | 27 | 0.01% | — | 559 | +605 | New | Q4 2025 | Jan 07, 2026 |
| SIGNATUREFD, LLC | History | Added to | 592 | 27 | 0.0% | 0.0% | 558 | +402 | 211.58% | Q4 2025 | Jan 20, 2026 |
| Scarborough Advisors, LLC | History | Added to | 529 | 24 | 0.0% | 0.0% | 560 | +4 | 0.76% | Q4 2025 | Feb 17, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 510 | 23 | 0.0% | 0.0% | 561 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Truvestments Capital LLC | History | No change | 519 | 23 | 0.0% | 0.0% | 562 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Capital Analysts, LLC | History | No change | 483 | 22 | 0.0% | 0.0% | 563 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 466 | 21 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 471 | 21 | 0.02% | 0.02% | 565 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 435 | 20 | 0.0% | 0.0% | 566 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Citizens National Bank Trust Department | History | No change | 450 | 20 | 0.0% | 0.0% | 567 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Abound Wealth Management | History | No change | 450 | 20 | 0.0% | 0.01% | 568 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Litman Gregory Wealth Management LLC | History | New | 425 | 19 | 0.0% | — | 569 | +425 | New | Q4 2025 | Feb 12, 2026 |
| Dogwood Wealth Management LLC | History | No change | 431 | 19 | 0.01% | 0.01% | 570 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 356 | 16 | 0.0% | — | 571 | +356 | New | Q4 2025 | Feb 10, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 352 | 16 | 0.02% | — | 572 | +352 | New | Q4 2025 | Feb 12, 2026 |
| SFAM, LLC | History | New | 333 | 15 | 0.01% | — | 575 | +333 | New | Q4 2025 | Feb 12, 2026 |
| Johnson Financial Group, Inc. | History | No change | 331 | 15 | 0.0% | 0.0% | 573 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Heritage Wealth Advisors | History | No change | 336 | 15 | 0.0% | 0.0% | 574 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 309 | 14 | 0.0% | 0.0% | 577 | +3 | 0.98% | Q4 2025 | Jan 27, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 317 | 14 | 0.0% | 0.0% | 576 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Hughes Financial Services, LLC | History | No change | 315 | 14 | 0.0% | 0.0% | 578 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| KERR FINANCIAL PLANNING Corp | History | New | 254 | 12 | 0.02% | — | 580 | +254 | New | Q4 2025 | Feb 10, 2026 |
| Salomon & Ludwin, LLC | History | No change | 271 | 12 | 0.0% | 0.0% | 579 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | New | 245 | 11 | 0.0% | — | 581 | +245 | New | Q4 2025 | Feb 10, 2026 |
| Lodestone Wealth Management LLC | History | New | 243 | 11 | 0.0% | — | 582 | +243 | New | Q4 2025 | Jan 15, 2026 |
| PFS Partners, LLC | History | Added to | 244 | 11 | 0.01% | 0.01% | 583 | +2 | 0.83% | Q4 2025 | Jan 16, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | New | 228 | 10 | 0.0% | — | 584 | +228 | New | Q4 2025 | Jan 26, 2026 |
| SWAN Capital LLC | History | No change | 234 | 10 | 0.0% | 0.0% | 585 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ORG Wealth Partners, LLC | History | No change | 237 | 10 | 0.0% | 0.0% | 586 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | New | 200 | 9 | 0.0% | — | 587 | +200 | New | Q4 2025 | Feb 10, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 200 | 9 | 0.0% | 0.0% | 588 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Sterling Capital Management LLC | History | No change | 178 | 8 | 0.0% | 0.0% | 589 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 155 | 7 | 0.0% | 0.01% | 590 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 143 | 6 | 0.0% | 0.0% | 591 | +8 | 5.93% | Q4 2025 | Feb 09, 2026 |
| WHITTIER TRUST CO | History | Added to | 139 | 6 | 0.0% | 0.0% | 592 | +1 | 0.72% | Q4 2025 | Jan 26, 2026 |
| Luminist Capital LLC | History | No change | 140 | 6 | 0.01% | 0.01% | 593 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Millstone Evans Group, LLC | History | No change | 150 | 6 | 0.0% | 0.0% | 594 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Reduced | 120 | 5 | 0.0% | 0.01% | 596 | -450 | -78.95% | Q4 2025 | Jan 27, 2026 |
| Motiv8 Investments LLC | History | New | 100 | 5 | 0.0% | — | 597 | +100 | New | Q4 2025 | Feb 13, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 109 | 5 | 0.0% | 0.0% | 595 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 113 | 5 | 0.0% | 0.0% | 598 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Redwood Park Advisors LLC | History | No change | 125 | 5 | 0.0% | 0.0% | 599 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CENTRAL TRUST Co | History | New | 105 | 4 | 0.0% | — | 600 | +105 | New | Q4 2025 | Feb 02, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 104 | 4 | 0.0% | — | 603 | +104 | New | Q4 2025 | Feb 19, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 98 | 4 | 0.0% | 0.0% | 601 | +1 | 1.03% | Q4 2025 | Feb 03, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 89 | 4 | 0.0% | 0.0% | 602 | +1 | 1.14% | Q4 2025 | Jan 26, 2026 |
| Navalign, LLC | History | New | 83 | 3 | 0.0% | — | 604 | +83 | New | Q4 2025 | Feb 05, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 61 | 2 | 0.0% | — | 607 | +61 | New | Q4 2025 | Feb 06, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 55 | 2 | 0.0% | 0.0% | 605 | -31 | -36.05% | Q4 2025 | Jan 14, 2026 |
| Eukles Asset Management | History | No change | 61 | 2 | 0.0% | 0.0% | 606 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Wealth Watch Advisors, INC | History | Reduced | 26 | 1 | 0.0% | 0.18% | 609 | -9,324 | -99.72% | Q4 2025 | Feb 17, 2026 |
| Front Row Advisors LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 608 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -92,100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NWAM LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -81,938 | -100.0% | Q3 2025 | Feb 04, 2026 |
| Penserra Capital Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -71,015 | -100.0% | Q3 2025 | Nov 04, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -38,762 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -36,457 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -31,747 | -100.0% | Q3 2025 | Nov 13, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,274 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | Closed out | 0 | 0 | — | 0.38% | — | -16,942 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,049 | -100.0% | Q3 2025 | Nov 10, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -15,860 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Keystone Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -11,718 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,470 | -100.0% | Q3 2025 | Nov 10, 2025 |
| HUB Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,954 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Old North State Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -5,296 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Alta Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -5,064 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.03% | — | -4,984 | -100.0% | Q3 2025 | Nov 12, 2025 |
| WMG Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -4,908 | -100.0% | Q3 2025 | Oct 23, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,832 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Grantvest Financial Group LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -4,653 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Clark Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,522 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Mission Creek Capital Partners, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -4,486 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,538 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Hills Bank & Trust Co | History | Closed out | 0 | 0 | — | 0.01% | — | -2,500 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,331 | -100.0% | Q3 2025 | Nov 13, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -1,233 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Pathway Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,070 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -500 | -100.0% | Q3 2025 | Oct 15, 2025 |
| HANTZ FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -474 | -100.0% | Q3 2025 | Nov 05, 2025 |
| TOTH FINANCIAL ADVISORY CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -428 | -100.0% | Q3 2025 | Oct 09, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -425 | -100.0% | Q3 2025 | Jan 12, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -365 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Princeton Global Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2025 | Oct 09, 2025 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Pillar Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -253 | -100.0% | Q3 2025 | Nov 12, 2025 |
| AMERICAN NATIONAL BANK & TRUST | History | Closed out | 0 | 0 | — | 0.0% | — | -166 | -100.0% | Q3 2025 | Oct 21, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -148 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Fourth Dimension Wealth, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |