Goldman Sachs ETF Trust - GSLC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | History | Added to | 28,018,723 | 3,708,838 | 0.68% | 0.69% | 1 | +172,810 | 0.62% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 7,077,759 | 936,882 | 0.59% | 0.59% | 2 | +277,601 | 4.08% | Q4 2025 | Feb 10, 2026 |
| Betterment LLC | History | Added to | 6,005,716 | 794,977 | 1.51% | 1.51% | 3 | +157,867 | 2.7% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Reduced | 5,577,959 | 738,354 | 0.04% | 0.05% | 4 | -277,454 | -4.74% | Q4 2025 | Feb 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 5,324,452 | 704,797 | 14.19% | 12.3% | 5 | +899,397 | 20.33% | Q4 2025 | Feb 06, 2026 |
| LPL Financial LLC | History | Added to | 3,163,844 | 418,797 | 0.11% | 0.12% | 6 | +95,530 | 3.11% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,975,406 | 393,854 | 0.03% | 0.03% | 7 | -17,946 | -0.6% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 2,508,965 | 332,111 | 0.04% | 0.04% | 8 | +72,781 | 2.99% | Q4 2025 | Mar 25, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 2,438,908 | 322,838 | 0.1% | 0.09% | 9 | -72,921 | -2.9% | Q4 2025 | Feb 10, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 1,873,038 | 247,934 | 4.09% | 4.22% | 10 | +25,635 | 1.39% | Q4 2025 | Feb 05, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 1,741,344 | 230,501 | 6.87% | 6.92% | 11 | +20,554 | 1.19% | Q4 2025 | Jan 16, 2026 |
| HB Wealth Management, LLC | History | Added to | 1,211,257 | 160,334 | 1.04% | 1.01% | 12 | +63,220 | 5.51% | Q4 2025 | Jan 28, 2026 |
| Glenview Trust Co | History | Reduced | 1,160,528 | 153,619 | 2.37% | 2.42% | 13 | -10,760 | -0.92% | Q4 2025 | Feb 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,150,886 | 152,342 | 0.05% | 0.05% | 14 | +10,549 | 0.93% | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | History | Added to | 1,002,434 | 132,692 | 0.15% | 0.15% | 15 | +18,563 | 1.89% | Q4 2025 | Feb 17, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 830,563 | 109,941 | 11.34% | 11.68% | 16 | -30,588 | -3.55% | Q4 2025 | Jan 27, 2026 |
| SFMG, LLC | History | Added to | 829,135 | 109,752 | 7.36% | 7.38% | 17 | +11,475 | 1.4% | Q4 2025 | Feb 10, 2026 |
| High Probability Advisors, LLC | History | Reduced | 810,913 | 107,340 | 14.31% | 14.49% | 18 | -49 | -0.01% | Q4 2025 | Jan 29, 2026 |
| Goldstein Advisors, LLC | History | Added to | 675,305 | 89,390 | 10.18% | 10.44% | 19 | +15,949 | 2.42% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 667,692 | 88,382 | 0.01% | — | 20 | +667,692 | New | Q4 2025 | Feb 17, 2026 |
| SkyView Investment Advisors, LLC | History | Reduced | 652,451 | 86,300 | 10.89% | 11.16% | 21 | -25,474 | -3.76% | Q4 2025 | Feb 18, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 650,625 | 86,123 | 0.84% | 0.91% | 22 | -26,207 | -3.87% | Q4 2025 | Feb 13, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Reduced | 642,062 | 84,989 | 18.25% | 18.53% | 23 | -5,230 | -0.81% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Reduced | 578,476 | 76,572 | 0.01% | 0.01% | 24 | -5,407 | -0.93% | Q4 2025 | Jan 29, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Reduced | 540,576 | 71,556 | 18.96% | 21.1% | 25 | -4,226 | -0.78% | Q4 2025 | Jan 12, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 532,053 | 70,427 | 2.43% | 2.47% | 26 | +8,351 | 1.59% | Q4 2025 | Jan 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 500,324 | 67,213 | 0.09% | 0.1% | 27 | -4,113 | -0.82% | Q4 2025 | Jan 08, 2026 |
| PENNEY FINANCIAL, LLC | History | Added to | 472,644 | 62,563 | 24.14% | 25.43% | 28 | +36,749 | 8.43% | Q4 2025 | Jan 21, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 467,341 | 61,861 | 2.33% | 2.34% | 29 | -17,681 | -3.65% | Q4 2025 | Feb 04, 2026 |
| Leo Wealth, LLC | History | Added to | 459,182 | 60,806 | 4.41% | 4.09% | 30 | +216,826 | 89.47% | Q4 2025 | Jan 21, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 434,751 | 57,547 | 0.42% | 0.45% | 31 | -12,313 | -2.75% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 434,589 | 57,526 | 0.08% | 0.08% | 32 | -31,835 | -6.83% | Q4 2025 | Feb 12, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 423,087 | 56,004 | 3.69% | 3.75% | 33 | -6,371 | -1.48% | Q4 2025 | Jan 09, 2026 |
| HighTower Advisors, LLC | History | Added to | 413,513 | 54,736 | 0.06% | 0.06% | 34 | +7,539 | 1.86% | Q4 2025 | Feb 06, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Reduced | 378,951 | 50,161 | 13.2% | 14.35% | 35 | -1,055 | -0.28% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 362,065 | 47,926 | 0.0% | 0.0% | 36 | +26,594 | 7.93% | Q4 2025 | Feb 11, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 356,362 | 47,174 | 6.31% | 6.12% | 37 | +18,254 | 5.4% | Q4 2025 | Jan 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 347,021 | 45,935 | 0.25% | 0.26% | 38 | -6,909 | -1.95% | Q4 2025 | Feb 12, 2026 |
| Baird Financial Group, Inc. | History | Added to | 344,376 | 45,585 | 0.07% | 0.06% | 39 | +53,630 | 18.45% | Q4 2025 | Feb 13, 2026 |
| KINTRA WEALTH, LLC | History | Reduced | 340,429 | 45,062 | 6.29% | 27.34% | 40 | -31,789 | -8.54% | Q4 2025 | Feb 18, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 327,865 | 43,399 | 5.03% | 5.32% | 41 | -12,051 | -3.55% | Q4 2025 | Feb 10, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 322,642 | 42,708 | 1.37% | 1.23% | 42 | -2,605 | -0.8% | Q4 2025 | Jan 09, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 322,214 | 42,652 | 0.1% | 0.1% | 43 | -178 | -0.06% | Q4 2025 | Feb 11, 2026 |
| RFG Advisory, LLC | History | Added to | 297,487 | 39,378 | 0.74% | 0.33% | 44 | +173,412 | 139.76% | Q4 2025 | Feb 03, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 274,189 | 36,294 | 0.63% | 0.74% | 45 | +7,240 | 2.71% | Q4 2025 | Feb 19, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 269,341 | 35,652 | 0.02% | 0.02% | 46 | +910 | 0.34% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Reduced | 265,307 | 35,119 | 0.05% | 0.05% | 47 | -3,496 | -1.3% | Q4 2025 | Mar 09, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 255,255 | 33,788 | 0.52% | 0.54% | 48 | +3,371 | 1.34% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 245,785 | 32,557 | 0.05% | 0.04% | 49 | +3,150 | 1.3% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 225,197 | 29,809 | 0.06% | 0.06% | 50 | +4,779 | 2.17% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 223,014 | 29,520 | 2.81% | 2.89% | 51 | -2,925 | -1.29% | Q4 2025 | Jan 28, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 217,959 | 28,851 | 0.16% | 0.42% | 52 | -451,311 | -67.43% | Q4 2025 | Jan 29, 2026 |
| Kelman-Lazarov, Inc. | History | Reduced | 213,417 | 28,250 | 4.03% | 4.41% | 53 | -14,722 | -6.45% | Q4 2025 | Jan 26, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 204,088 | 27,015 | 1.73% | 1.85% | 54 | -5,786 | -2.76% | Q4 2025 | Jan 20, 2026 |
| &PARTNERS | History | Reduced | 200,233 | 26,509 | 0.14% | 0.17% | 55 | -1,951 | -0.96% | Q4 2025 | Feb 17, 2026 |
| VAUGHAN & Co SECURITIES, INC. | History | Added to | 186,550 | 24,693 | 12.77% | 12.62% | 56 | +4,213 | 2.31% | Q4 2025 | Jan 28, 2026 |
| Targeted Financial Services LLC | History | New | 184,990 | 24,487 | 21.1% | — | 57 | +184,990 | New | Q4 2025 | Mar 03, 2026 |
| Centurion Wealth Management LLC | History | Added to | 183,547 | 24,296 | 5.32% | 5.4% | 58 | +1,570 | 0.86% | Q4 2025 | Jan 14, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 179,452 | 23,754 | 0.9% | 0.9% | 59 | -629 | -0.35% | Q4 2025 | Feb 17, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 176,631 | 23,380 | 0.77% | 0.83% | 60 | -7,950 | -4.31% | Q4 2025 | Feb 03, 2026 |
| GFG Capital, LLC | History | Reduced | 170,435 | 22,560 | 8.04% | 7.78% | 61 | -2,411 | -1.39% | Q4 2025 | Jan 15, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | Added to | 169,467 | 22,432 | 10.09% | 10.23% | 62 | +5,565 | 3.4% | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | Reduced | 168,309 | 22,279 | 0.13% | 0.14% | 63 | -716 | -0.42% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 157,008 | 20,783 | 0.1% | 0.1% | 64 | -601 | -0.38% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Reduced | 147,334 | 19,502 | 0.02% | 0.04% | 65 | -19,190 | -11.52% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 147,147 | 19,477 | 0.08% | — | 66 | +147,147 | New | Q4 2025 | Feb 05, 2026 |
| ARVEST INVESTMENTS, INC. | History | Added to | 144,073 | 19,070 | 2.68% | 2.68% | 67 | +425 | 0.3% | Q4 2025 | Jan 20, 2026 |
| Gratus Wealth Advisors, LLC | History | Added to | 142,304 | 18,836 | 2.61% | 2.59% | 68 | +1,060 | 0.75% | Q4 2025 | Feb 04, 2026 |
| Inscription Capital, LLC | History | Added to | 140,933 | 18,655 | 1.92% | 1.88% | 69 | +6,933 | 5.17% | Q4 2025 | Jan 29, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 140,700 | 18,624 | 0.07% | 0.06% | 70 | +24,989 | 21.6% | Q4 2025 | Feb 06, 2026 |
| Paul R. Ried Financial Group, LLC | History | Added to | 140,402 | 18,584 | 8.78% | 9.2% | 71 | +830 | 0.59% | Q4 2025 | Feb 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 140,175 | 18,555 | 0.03% | 0.03% | 72 | +415 | 0.3% | Q4 2025 | Feb 18, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Reduced | 139,061 | 18,407 | 5.71% | 6.66% | 73 | -24,227 | -14.84% | Q4 2025 | Jan 15, 2026 |
| Lido Advisors, LLC | History | Reduced | 138,528 | 18,050 | 0.05% | 0.06% | 74 | -273 | -0.2% | Q4 2025 | Feb 10, 2026 |
| Silicon Valley Capital Partners | History | Reduced | 135,408 | 17,923 | 1.63% | 1.67% | 75 | -434 | -0.32% | Q4 2025 | Feb 13, 2026 |
| Horizon Family Wealth, Inc. | History | Reduced | 135,073 | 17,879 | 9.52% | 10.34% | 76 | -3,045 | -2.2% | Q4 2025 | Feb 09, 2026 |
| GeoWealth Management, LLC | History | Added to | 132,840 | 17,584 | 0.65% | 0.58% | 77 | +11,065 | 9.09% | Q4 2025 | Feb 17, 2026 |
| AlphaCore Capital LLC | History | Reduced | 123,069 | 16,290 | 0.36% | 0.61% | 78 | -15,757 | -11.35% | Q4 2025 | Feb 05, 2026 |
| Mariner, LLC | History | Reduced | 123,056 | 16,288 | 0.02% | 0.02% | 79 | -3,993 | -3.14% | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 122,441 | 16,207 | 0.57% | 0.55% | 80 | +5,363 | 4.58% | Q4 2025 | Jan 13, 2026 |
| LINCOLN CAPITAL CORP | History | Reduced | 121,238 | 16,048 | 5.7% | 6.01% | 81 | -7,002 | -5.46% | Q4 2025 | Jan 23, 2026 |
| Nabity-Jensen Investment Management Inc | History | Reduced | 118,513 | 15,687 | 10.62% | 10.89% | 82 | -2,024 | -1.68% | Q4 2025 | Jan 26, 2026 |
| Worth Financial Advisory Group, LLC | History | Added to | 118,320 | 15,662 | 7.59% | 8.62% | 83 | +395 | 0.33% | Q4 2025 | Jan 16, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 112,536 | 14,896 | 2.53% | 2.62% | 84 | +2,222 | 2.01% | Q4 2025 | Jan 12, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Added to | 108,338 | 14,340 | 1.07% | 1.06% | 85 | +1,777 | 1.67% | Q4 2025 | Feb 05, 2026 |
| Ledyard National Bank | History | Reduced | 101,781 | 13,472 | 1.16% | 1.2% | 86 | -1,462 | -1.42% | Q4 2025 | Jan 21, 2026 |
| FMR LLC | History | Added to | 98,379 | 13,022 | 0.0% | 0.0% | 87 | +6,518 | 7.1% | Q4 2025 | Feb 17, 2026 |
| XML Financial, LLC | History | Reduced | 98,121 | 12,988 | 1.06% | 1.1% | 88 | -5,929 | -5.7% | Q4 2025 | Feb 11, 2026 |
| Strategic Financial Services, Inc. | History | Reduced | 96,907 | 12,912 | 0.6% | 0.65% | 89 | -1,833 | -1.86% | Q4 2025 | Feb 09, 2026 |
| Family Manage LLC | History | Reduced | 96,667 | 12,795 | 1.62% | 1.74% | 90 | -569 | -0.59% | Q4 2025 | Feb 17, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 95,434 | 12,632 | 0.76% | 0.85% | 91 | -4,531 | -4.53% | Q4 2025 | Feb 17, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 93,596 | 12,389 | 1.4% | 1.4% | 92 | -1,397 | -1.47% | Q4 2025 | Jan 21, 2026 |
| Hixon Zuercher, LLC | History | Added to | 92,941 | 12,302 | 3.73% | 3.67% | 93 | +398 | 0.43% | Q4 2025 | Jan 26, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 91,970 | 12,174 | 0.94% | 1.02% | 94 | -6,044 | -6.17% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 85,108 | 11,265 | 0.02% | 0.02% | 95 | +5,941 | 7.5% | Q4 2025 | Mar 16, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 82,299 | 10,893 | 0.01% | 0.01% | 96 | +460 | 0.56% | Q4 2025 | Feb 02, 2026 |
| Nicholson Meyer Capital Management, Inc. | History | Added to | 81,487 | 10,786 | 8.16% | 8.08% | 97 | +755 | 0.94% | Q4 2025 | Jan 28, 2026 |
| Randall & Associates Wealth Management | History | Reduced | 81,297 | 10,761 | 7.46% | 7.85% | 98 | -1,761 | -2.12% | Q4 2025 | Jan 14, 2026 |
| Sowell Financial Services LLC | History | Reduced | 79,877 | 10,573 | 0.39% | 0.41% | 99 | -2,572 | -3.12% | Q4 2025 | Jan 21, 2026 |
| COMERICA BANK | History | Reduced | 79,611 | 10,538 | 0.04% | 0.04% | 100 | -10,282 | -11.44% | Q4 2025 | Jan 29, 2026 |
| Creative Planning | History | Added to | 79,407 | 10,511 | 0.01% | 0.01% | 101 | +2,086 | 2.7% | Q4 2025 | Feb 17, 2026 |
| STEPHENS INC /AR/ | History | Added to | 77,569 | 10,267 | 0.13% | 0.13% | 102 | +1 | 0.0% | Q4 2025 | Feb 05, 2026 |
| TICINO WEALTH | History | New | 77,145 | 10,211 | 3.79% | — | 103 | +77,145 | New | Q4 2025 | Jan 27, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 76,116 | 10,075 | 1.32% | 1.31% | 104 | -747 | -0.97% | Q4 2025 | Feb 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 74,941 | 9,919 | 0.01% | 0.01% | 105 | +8,920 | 13.51% | Q4 2025 | Feb 17, 2026 |
| Savant Capital, LLC | History | Reduced | 72,319 | 9,572 | 0.05% | 0.06% | 106 | -2,909 | -3.87% | Q4 2025 | Feb 10, 2026 |
| PFG Advisors | History | Added to | 71,054 | 9,405 | 0.46% | 0.37% | 107 | +1,316 | 1.89% | Q4 2025 | Jan 27, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 69,664 | 9,221 | 0.03% | 0.05% | 108 | -10,774 | -13.39% | Q4 2025 | Feb 18, 2026 |
| Royal Harbor Partners, LLC | History | Added to | 69,625 | 9,216 | 3.05% | 3.05% | 109 | +582 | 0.84% | Q4 2025 | Feb 19, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 65,936 | 8,727 | 0.01% | 0.01% | 110 | -391 | -0.59% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 63,916 | 8,461 | 0.02% | 0.03% | 111 | -20,368 | -24.17% | Q4 2025 | Feb 05, 2026 |
| Keebeck Wealth Management | History | Reduced | 62,948 | 8,332 | 0.96% | 0.97% | 112 | -138 | -0.22% | Q4 2025 | Feb 17, 2026 |
| Lee-Kelleher Wealth Management | History | Reduced | 62,154 | 8,227 | 4.91% | 5.01% | 113 | -242 | -0.39% | Q4 2025 | Jan 14, 2026 |
| Forbes Financial Planning, Inc. | History | Reduced | 58,025 | 7,679 | 4.49% | 5.06% | 114 | -735 | -1.25% | Q4 2025 | Jan 26, 2026 |
| CFO4Life Group, LLC | History | Reduced | 56,836 | 7,523 | 1.07% | 1.12% | 115 | -2,463 | -4.15% | Q4 2025 | Feb 06, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 56,601 | 7,492 | 1.79% | 2.76% | 116 | -27,809 | -32.95% | Q4 2025 | Jan 15, 2026 |
| Cerity Partners LLC | History | Added to | 54,843 | 7,259 | 0.01% | 0.01% | 117 | +11,612 | 26.86% | Q4 2025 | Feb 11, 2026 |
| PFS Partners, LLC | History | Reduced | 54,013 | 7,149 | 3.27% | 3.38% | 118 | -522 | -0.96% | Q4 2025 | Jan 16, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 52,254 | 6,916 | 0.13% | 0.2% | 119 | -10,551 | -16.8% | Q4 2025 | Feb 13, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 52,132 | 6,900 | 0.05% | 0.05% | 120 | -3,562 | -6.4% | Q4 2025 | Feb 11, 2026 |
| CVA Family Office, LLC | History | Reduced | 50,838 | 6,729 | 0.77% | 0.85% | 121 | -53 | -0.1% | Q4 2025 | Jan 12, 2026 |
| Arvest Bank Trust Division | History | Reduced | 50,586 | 6,696 | 0.36% | 0.37% | 122 | -117 | -0.23% | Q4 2025 | Feb 09, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 50,524 | 6,687 | 0.74% | 0.76% | 123 | -2,604 | -4.9% | Q4 2025 | Mar 03, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 49,380 | 6,537 | 0.07% | 0.07% | 124 | +401 | 0.82% | Q4 2025 | Feb 02, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | Added to | 48,513 | 6,421 | 4.74% | 4.75% | 125 | +947 | 1.99% | Q4 2025 | Jan 23, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 48,130 | 6,370 | 2.32% | 2.38% | 126 | +291 | 0.61% | Q4 2025 | Feb 04, 2026 |
| Plotkin Financial Advisors, LLC | History | Added to | 48,048 | 6,360 | 3.1% | 0.39% | 127 | +41,991 | 693.26% | Q4 2025 | Feb 19, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 47,918 | 6,342 | 0.05% | 0.04% | 128 | -17,540 | -26.8% | Q4 2025 | Feb 13, 2026 |
| CPC Advisors, LLC | History | Reduced | 44,433 | 5,881 | 0.59% | 0.65% | 129 | -2,853 | -6.03% | Q4 2025 | Jan 28, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 44,246 | 5,856 | 0.14% | 0.14% | 130 | +2,945 | 7.13% | Q4 2025 | Jan 29, 2026 |
| Archvest Wealth Advisors, Inc. | History | Reduced | 43,694 | 5,783 | 3.69% | 5.49% | 131 | -3,860 | -8.12% | Q4 2025 | Feb 13, 2026 |
| FCA CORP /TX | History | Added to | 42,951 | 5,685 | 1.6% | 1.53% | 132 | +607 | 1.43% | Q4 2025 | Feb 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 42,647 | 5,645 | 0.01% | 0.02% | 133 | -14,723 | -25.66% | Q4 2025 | Feb 13, 2026 |
| Emerald Advisors, LLC | History | Reduced | 40,683 | 5,385 | 0.73% | 0.95% | 134 | -14,457 | -26.22% | Q4 2025 | Jan 27, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 38,238 | 5,061 | 0.69% | 0.73% | 135 | -1,189 | -3.02% | Q4 2025 | Jan 21, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 37,307 | 4,938 | 0.32% | 0.34% | 136 | -1,526 | -3.93% | Q4 2025 | Feb 03, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 36,422 | 4,821 | 0.25% | 0.29% | 137 | +949 | 2.68% | Q4 2025 | Jan 26, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 35,923 | 4,755 | 0.32% | 0.34% | 138 | -1,035 | -2.8% | Q4 2025 | Jan 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 34,943 | 4,625 | 0.02% | 0.02% | 139 | +3,091 | 9.7% | Q4 2025 | Feb 13, 2026 |
| McAdam, LLC | History | Reduced | 34,817 | 4,608 | 0.21% | 0.23% | 140 | -1,108 | -3.08% | Q4 2025 | Feb 13, 2026 |
| Texas Yale Capital Corp. | History | No change | 34,799 | 4,606 | 0.14% | 0.14% | 141 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Equitable Holdings, Inc. | History | Added to | 33,238 | 4,399 | 0.03% | 0.03% | 142 | +2,676 | 8.76% | Q4 2025 | Feb 17, 2026 |
| Vise Technologies, Inc. | History | Added to | 33,230 | 4,398 | 0.09% | 0.03% | 143 | +27,547 | 484.73% | Q4 2025 | Feb 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 32,693 | 4,327 | 0.09% | 0.05% | 144 | +14,575 | 80.44% | Q4 2025 | Feb 09, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 32,113 | 4,250 | 0.23% | 0.23% | 145 | +1,579 | 5.17% | Q4 2025 | Jan 13, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | New | 32,024 | 4,238 | 1.32% | — | 146 | +32,024 | New | Q4 2025 | Jan 08, 2026 |
| SkyOak Wealth, LLC | History | Reduced | 32,016 | 4,237 | 0.76% | 0.82% | 147 | -1,243 | -3.74% | Q4 2025 | Feb 05, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 31,162 | 4,124 | 0.05% | 0.05% | 148 | -9,251 | -22.89% | Q4 2025 | Feb 13, 2026 |
| Gilbert Capital Group, Inc. | History | Reduced | 30,181 | 3,995 | 3.0% | 7.15% | 149 | -40,775 | -57.47% | Q4 2025 | Jan 23, 2026 |
| Cedar Point Capital Partners, LLC | History | Added to | 29,568 | 3,913 | 2.5% | 2.32% | 150 | +2,371 | 8.72% | Q4 2025 | Feb 11, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 29,040 | 3,844 | 1.1% | 2.26% | 151 | -27,037 | -48.21% | Q4 2025 | Feb 11, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 28,644 | 3,791 | 0.32% | 0.34% | 152 | -2,340 | -7.55% | Q4 2025 | Feb 09, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 28,550 | 3,779 | 0.01% | 0.01% | 153 | -772 | -2.63% | Q4 2025 | Jan 30, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 28,063 | 3,714 | 0.14% | 0.23% | 154 | -19,619 | -41.15% | Q4 2025 | Feb 02, 2026 |
| Mengis Capital Management, Inc. | History | Added to | 27,923 | 3,696 | 0.65% | 0.7% | 155 | +443 | 1.61% | Q4 2025 | Mar 05, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 27,772 | 3,676 | 0.35% | 0.36% | 156 | -606 | -2.14% | Q4 2025 | Jan 20, 2026 |
| Dynamic Wealth Strategies, LLC | History | Added to | 27,162 | 3,595 | 2.14% | 2.13% | 157 | +2,734 | 11.19% | Q4 2025 | Feb 04, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 26,631 | 3,525 | 0.06% | 0.06% | 158 | +1,314 | 5.19% | Q4 2025 | Jan 22, 2026 |
| Advisors Capital Management, LLC | History | Added to | 26,064 | 3,450 | 0.04% | 0.04% | 159 | +1,949 | 8.08% | Q4 2025 | Jan 29, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 25,416 | 3,364 | 0.05% | 0.05% | 160 | -360 | -1.4% | Q4 2025 | Jan 22, 2026 |
| Elmwood Wealth Management, Inc. | History | Reduced | 25,304 | 3,349 | 1.06% | 1.21% | 161 | -942 | -3.59% | Q4 2025 | Jan 08, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 24,608 | 3,257 | 0.0% | 0.0% | 162 | -56 | -0.23% | Q4 2025 | Feb 10, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 24,173 | 3,199 | 0.02% | 0.02% | 163 | +2,282 | 10.42% | Q4 2025 | Jan 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 23,423 | 3,123 | 0.01% | 0.01% | 164 | +1,803 | 8.34% | Q4 2025 | Feb 05, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 23,549 | 3,117 | 0.04% | 0.04% | 165 | -891 | -3.65% | Q4 2025 | Feb 11, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 23,335 | 3,089 | 0.0% | 0.0% | 166 | +3,027 | 14.91% | Q4 2025 | Feb 10, 2026 |
| SHUFRO ROSE & CO LLC | History | Reduced | 23,208 | 3,072 | 0.21% | 0.21% | 167 | -382 | -1.62% | Q4 2025 | Feb 09, 2026 |
| Merit Financial Group, LLC | History | Added to | 23,139 | 3,062 | 0.02% | 0.03% | 168 | +431 | 1.9% | Q4 2025 | Jan 26, 2026 |
| E&G Advisors, LP | History | No change | 22,665 | 3,000 | 0.67% | 0.69% | 169 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Mason & Associates Inc | History | Reduced | 22,492 | 2,977 | 0.56% | 0.64% | 170 | -1,896 | -7.77% | Q4 2025 | Feb 05, 2026 |
| INTEGRATED WEALTHCARE, LLC | History | New | 22,273 | 2,948 | 2.48% | — | 171 | +22,273 | New | Q4 2025 | Jan 23, 2026 |
| NORTHERN TRUST CORP | History | Added to | 22,016 | 2,914 | 0.0% | 0.0% | 172 | +92 | 0.42% | Q4 2025 | Feb 17, 2026 |
| Ascension Capital Advisors, Inc. | History | Reduced | 21,667 | 2,868 | 0.98% | 1.11% | 173 | -142 | -0.65% | Q4 2025 | Feb 10, 2026 |
| Ancora Advisors LLC | History | Added to | 21,416 | 2,834 | 0.06% | 0.04% | 174 | +7,300 | 51.71% | Q4 2025 | Feb 17, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 20,843 | 2,758 | 1.12% | 1.02% | 175 | +2,167 | 11.6% | Q4 2025 | Feb 09, 2026 |
| Everest Management Corp. | History | Reduced | 20,422 | 2,703 | 1.51% | 1.76% | 176 | -761 | -3.59% | Q4 2025 | Feb 02, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 20,347 | 2,693 | 0.21% | 0.22% | 177 | -343 | -1.66% | Q4 2025 | Feb 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 20,266 | 2,682 | 0.0% | 0.0% | 178 | +4,049 | 24.97% | Q4 2025 | Feb 17, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 19,760 | 2,615 | 0.06% | 0.06% | 179 | -24 | -0.12% | Q4 2025 | Feb 03, 2026 |
| Innovative Wealth Building LLC | History | Reduced | 19,078 | 2,525 | 1.84% | 2.08% | 180 | -1,423 | -6.94% | Q4 2025 | Feb 17, 2026 |
| Ducere Wealth Management LLC | History | New | 18,790 | 2,487 | 0.98% | — | 181 | +18,790 | New | Q4 2025 | Feb 17, 2026 |
| TigerOak Management, L.L.C. | History | Reduced | 18,290 | 2,421 | 0.74% | 0.78% | 182 | -975 | -5.06% | Q4 2025 | Jan 21, 2026 |
| AE Wealth Management LLC | History | Added to | 18,152 | 2,402 | 0.01% | 0.0% | 183 | +16,070 | 771.85% | Q4 2025 | Jan 26, 2026 |
| Sierra Capital LLC | History | No change | 18,024 | 2,386 | 0.25% | 0.26% | 184 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Legacy Advisors, LLC | History | Added to | 17,980 | 2,385 | 0.26% | 0.28% | 185 | +307 | 1.74% | Q4 2025 | Jan 27, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 17,908 | 2,340 | 0.06% | 0.04% | 186 | +716 | 4.16% | Q4 2025 | Feb 11, 2026 |
| Hopwood Financial Services, Inc. | History | No change | 17,609 | 2,330 | 1.64% | 1.53% | 187 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Stonehearth Capital Management, LLC | History | Added to | 17,550 | 2,323 | 0.86% | 0.88% | 188 | +77 | 0.44% | Q4 2025 | Jan 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 17,388 | 2,301 | 0.04% | 0.05% | 189 | +943 | 5.73% | Q4 2025 | Feb 06, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 17,336 | 2,294 | 0.08% | 0.09% | 190 | -558 | -3.12% | Q4 2025 | Feb 04, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Reduced | 16,636 | 2,202 | 0.9% | 0.92% | 191 | -118 | -0.7% | Q4 2025 | Jan 09, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 16,672 | 2,185 | 0.49% | 0.56% | 192 | +5 | 0.03% | Q4 2025 | Feb 04, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 16,162 | 2,139 | 0.15% | 0.15% | 193 | +71 | 0.44% | Q4 2025 | Jan 16, 2026 |
| Eaton Financial Holdings Company, LLC | History | Reduced | 16,098 | 2,130 | 0.57% | 0.63% | 194 | -1,025 | -5.99% | Q4 2025 | Feb 09, 2026 |
| BlackRock, Inc. | History | Added to | 16,016 | 2,120 | 0.0% | 0.0% | 195 | +4,068 | 34.05% | Q4 2025 | Feb 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 16,015 | 2,119 | 0.03% | 0.03% | 196 | -3,528 | -18.05% | Q4 2025 | Jan 29, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 15,566 | 2,060 | 0.01% | 0.01% | 197 | +6,565 | 72.94% | Q4 2025 | Feb 11, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | New | 15,267 | 2,020 | 0.12% | — | 198 | +15,267 | New | Q4 2025 | Feb 10, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Added to | 15,180 | 2,009 | 0.48% | 0.45% | 199 | +932 | 6.54% | Q4 2025 | Jan 29, 2026 |
| Quantinno Capital Management LP | History | Added to | 15,156 | 2,006 | 0.0% | 0.0% | 200 | +5,293 | 53.67% | Q4 2025 | Feb 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 15,034 | 1,990 | 0.04% | 0.04% | 201 | -77 | -0.51% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 14,905 | 1,972 | 0.0% | 0.0% | 202 | -7,463 | -33.36% | Q4 2025 | Feb 17, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 14,378 | 1,903 | 0.74% | — | 203 | +14,378 | New | Q4 2025 | Feb 06, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 13,970 | 1,849 | 0.02% | 0.02% | 204 | -47 | -0.34% | Q4 2025 | Feb 12, 2026 |
| Herold Advisors, Inc. | History | Reduced | 13,942 | 1,845 | 0.41% | 0.48% | 205 | -2,090 | -13.04% | Q4 2025 | Feb 17, 2026 |
| WBH ADVISORY INC | History | Reduced | 13,667 | 1,809 | 0.13% | 0.14% | 206 | -43 | -0.31% | Q4 2025 | Jan 26, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 13,625 | 1,803 | 0.12% | 0.13% | 207 | -18 | -0.13% | Q4 2025 | Jan 08, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 13,601 | 1,800 | 0.12% | 0.13% | 208 | -942 | -6.48% | Q4 2025 | Feb 04, 2026 |
| Maia Wealth LLC | History | Reduced | 13,650 | 1,789 | 0.31% | 0.32% | 209 | -603 | -4.23% | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 13,183 | 1,745 | 0.02% | 0.02% | 210 | -377 | -2.78% | Q4 2025 | Feb 09, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 13,160 | 1,741 | 0.04% | 0.02% | 211 | +5,313 | 67.71% | Q4 2025 | Feb 03, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 13,047 | 1,727 | 0.08% | 0.03% | 212 | +9,384 | 256.18% | Q4 2025 | Jan 12, 2026 |
| CWM, LLC | History | Reduced | 12,937 | 1,712 | 0.0% | 0.01% | 213 | -517 | -3.84% | Q4 2025 | Jan 26, 2026 |
| Hamilton Wealth, LLC | History | Added to | 12,837 | 1,699 | 0.32% | 0.33% | 214 | +532 | 4.32% | Q4 2025 | Feb 19, 2026 |
| World Investment Advisors | History | New | 12,653 | 1,674 | 0.03% | — | 215 | +12,653 | New | Q4 2025 | Mar 12, 2026 |
| C2C Wealth Management, LLC | History | No change | 12,580 | 1,665 | 1.4% | 1.41% | 216 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Diversify Advisory Services, LLC | History | New | 12,413 | 1,661 | 0.05% | — | 217 | +12,413 | New | Q4 2025 | Jan 23, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 12,294 | 1,627 | 0.02% | 0.01% | 218 | +6,783 | 123.08% | Q4 2025 | Feb 02, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 12,295 | 1,627 | 0.0% | 0.0% | 219 | -375 | -2.96% | Q4 2025 | Feb 12, 2026 |
| Fiduciary Alliance LLC | History | Added to | 12,278 | 1,625 | 0.11% | 0.1% | 220 | +908 | 7.99% | Q4 2025 | Jan 22, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 11,741 | 1,554 | 0.04% | 0.04% | 221 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 11,446 | 1,515 | 0.11% | 0.11% | 222 | -231 | -1.98% | Q4 2025 | Feb 10, 2026 |
| VICUS CAPITAL | History | Reduced | 11,350 | 1,502 | 0.11% | 0.12% | 223 | -952 | -7.74% | Q4 2025 | Jan 22, 2026 |
| Prosperity Financial Group, Inc. | History | Reduced | 11,354 | 1,502 | 0.54% | 0.54% | 224 | -43 | -0.38% | Q4 2025 | Jan 26, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 11,106 | 1,470 | 0.13% | 0.14% | 225 | -37 | -0.33% | Q4 2025 | Feb 10, 2026 |
| GTS SECURITIES LLC | History | New | 11,102 | 1,469 | 0.05% | — | 227 | +11,102 | New | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 11,100 | 1,469 | 0.0% | 0.0% | 226 | -5,900 | -34.71% | Q4 2025 | Feb 12, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 10,917 | 1,445 | 0.07% | 0.07% | 228 | -223 | -2.0% | Q4 2025 | Jan 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 10,842 | 1,435 | 0.0% | 0.0% | 229 | +1,132 | 11.66% | Q4 2025 | Feb 06, 2026 |
| Advisory Services Network, LLC | History | Added to | 10,844 | 1,435 | 0.02% | 0.02% | 230 | +77 | 0.72% | Q4 2025 | Feb 17, 2026 |
| Edge Financial Advisors LLC | History | Reduced | 10,766 | 1,423 | 0.6% | 0.64% | 231 | -121 | -1.11% | Q4 2025 | Jan 28, 2026 |
| NewEdge Wealth, LLC | History | Added to | 10,686 | 1,414 | 0.02% | 0.02% | 233 | +1,171 | 12.31% | Q4 2025 | Feb 03, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | No change | 10,687 | 1,414 | 0.2% | 0.21% | 232 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIDUCIARY TRUST CO | History | No change | 10,599 | 1,402 | 0.02% | 0.02% | 234 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Added to | 10,533 | 1,394 | 0.0% | 0.0% | 235 | +1,752 | 19.95% | Q4 2025 | Jan 23, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 10,339 | 1,368 | 0.02% | 0.03% | 236 | -194 | -1.84% | Q4 2025 | Feb 17, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 10,268 | 1,359 | 0.22% | 0.23% | 237 | +3 | 0.03% | Q4 2025 | Feb 06, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Added to | 10,007 | 1,324 | 0.08% | 0.1% | 238 | +851 | 9.29% | Q4 2025 | Feb 09, 2026 |
| Apex Wealth Management, LLC | History | Added to | 9,829 | 1,315 | 1.34% | 0.91% | 239 | +20 | 0.2% | Q4 2025 | Jan 26, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 9,706 | 1,284 | 0.0% | — | 240 | +9,706 | New | Q4 2025 | Feb 17, 2026 |
| EVOKE WEALTH, LLC | History | No change | 9,704 | 1,284 | 0.02% | 0.03% | 241 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| American Trust | History | Reduced | 9,615 | 1,272 | 0.11% | 0.12% | 242 | -1,414 | -12.82% | Q4 2025 | Feb 17, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 9,395 | 1,243 | 0.14% | 0.15% | 243 | -418 | -4.26% | Q4 2025 | Feb 13, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Reduced | 9,381 | 1,241 | 0.85% | 0.92% | 244 | -121 | -1.27% | Q4 2025 | Feb 05, 2026 |
| Williams & Novak, LLC | History | Reduced | 9,356 | 1,238 | 0.93% | 0.95% | 245 | -170 | -1.78% | Q4 2025 | Feb 05, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 8,973 | 1,197 | 0.02% | 0.01% | 246 | +4,151 | 86.08% | Q4 2025 | Feb 03, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 8,978 | 1,188 | 0.0% | 0.0% | 247 | -7,817 | -46.54% | Q4 2025 | Feb 12, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 8,913 | 1,179 | 0.04% | 0.04% | 248 | -49 | -0.55% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | New | 8,887 | 1,176 | 0.01% | — | 249 | +8,887 | New | Q4 2025 | Jan 23, 2026 |
| Advance Capital Management, Inc. | History | Added to | 8,745 | 1,157 | 0.05% | 0.04% | 250 | +788 | 9.9% | Q4 2025 | Jan 06, 2026 |
| IFP Advisors, Inc | History | Added to | 8,614 | 1,140 | 0.03% | 0.03% | 251 | +220 | 2.62% | Q4 2025 | Feb 06, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | No change | 8,586 | 1,136 | 0.54% | 0.55% | 252 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MB Generational Wealth, LLC | History | No change | 8,423 | 1,114 | 0.59% | 0.7% | 253 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 8,415 | 1,113 | 0.01% | 0.01% | 254 | -463 | -5.22% | Q4 2025 | Feb 12, 2026 |
| Montecito Bank & Trust | History | No change | 8,350 | 1,105 | 0.18% | 0.17% | 255 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Petros Family Wealth, LLC | History | New | 8,338 | 1,103 | 0.73% | — | 256 | +8,338 | New | Q4 2025 | Jan 14, 2026 |
| VANGUARD GROUP INC | History | Added to | 8,332 | 1,102 | 0.0% | 0.0% | 257 | +44 | 0.53% | Q4 2025 | Jan 29, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Reduced | 8,097 | 1,071 | 0.1% | 0.11% | 258 | -205 | -2.47% | Q4 2025 | Jan 22, 2026 |
| First American Bank | History | No change | 7,960 | 1,053 | 0.06% | 0.07% | 259 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Added to | 7,850 | 1,039 | 0.54% | 0.43% | 260 | +1,798 | 29.71% | Q4 2025 | Feb 13, 2026 |
| Cresset Asset Management, LLC | History | Added to | 7,544 | 998 | 0.0% | 0.0% | 261 | +1,228 | 19.44% | Q4 2025 | Feb 17, 2026 |
| Mission Creek Capital Partners, Inc. | History | Added to | 7,469 | 988 | 0.2% | 0.19% | 262 | +12 | 0.16% | Q4 2025 | Feb 12, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Reduced | 7,404 | 980 | 0.08% | 0.08% | 263 | -36 | -0.48% | Q4 2025 | Jan 27, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 7,373 | 975 | 0.09% | 0.08% | 264 | +414 | 5.95% | Q4 2025 | Jan 26, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 7,251 | 960 | 0.03% | 0.03% | 265 | -217 | -2.91% | Q4 2025 | Feb 12, 2026 |
| 3Chopt Investment Partners, LLC | History | No change | 7,075 | 936 | 0.21% | 0.21% | 266 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| POTENTIA WEALTH | History | No change | 6,913 | 915 | 0.34% | 0.34% | 267 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Serenus Wealth Advisors, LLC | History | No change | 6,819 | 902 | 0.17% | 0.15% | 268 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Rothschild Wealth LLC | History | New | 6,797 | 899 | 0.09% | — | 269 | +6,797 | New | Q4 2025 | Feb 17, 2026 |
| Old North State Wealth Management, LLC | History | Added to | 6,776 | 897 | 0.42% | 0.41% | 270 | +12 | 0.18% | Q4 2025 | Jan 23, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 6,751 | 893 | 0.06% | 0.07% | 271 | -355 | -5.0% | Q4 2025 | Feb 09, 2026 |
| TD Capital Management LLC | History | Reduced | 6,689 | 885 | 0.08% | 0.08% | 273 | -94 | -1.39% | Q4 2025 | Feb 26, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 6,687 | 885 | 0.0% | 0.0% | 272 | -75 | -1.11% | Q4 2025 | Feb 12, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 6,631 | 877 | 0.2% | 0.09% | 274 | +3,524 | 113.42% | Q4 2025 | Feb 17, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 6,604 | 874 | 0.02% | 0.02% | 275 | +660 | 11.1% | Q4 2025 | Jan 16, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 6,575 | 870 | 0.01% | 0.01% | 276 | +859 | 15.03% | Q4 2025 | Feb 13, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 6,495 | 859 | 0.04% | 0.04% | 277 | -167 | -2.51% | Q4 2025 | Feb 13, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 6,453 | 854 | 0.04% | 0.04% | 278 | -116 | -1.77% | Q4 2025 | Feb 10, 2026 |
| Goelzer Investment Management, Inc. | History | No change | 6,270 | 829 | 0.04% | 0.04% | 279 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| EP Wealth Advisors, LLC | History | New | 6,247 | 826 | 0.0% | — | 280 | +6,247 | New | Q4 2025 | Feb 18, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 6,210 | 822 | 0.11% | 0.25% | 281 | -5,904 | -48.74% | Q4 2025 | Jan 21, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 6,179 | 817 | 0.08% | 0.08% | 282 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HUB Investment Partners, LLC | History | Added to | 5,814 | 769 | 0.02% | 0.02% | 283 | +738 | 14.54% | Q4 2025 | Feb 17, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 5,797 | 767 | 0.01% | 0.0% | 284 | +3,442 | 146.16% | Q4 2025 | Feb 18, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 5,776 | 764 | 0.0% | 0.0% | 285 | +1,170 | 25.4% | Q4 2025 | Feb 12, 2026 |
| Cadent Capital Advisors, LLC | History | No change | 5,749 | 760 | 0.19% | 0.2% | 286 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 5,740 | 759 | 0.02% | 0.02% | 287 | +226 | 4.1% | Q4 2025 | Jan 23, 2026 |
| Schrum Private Wealth Management LLC | History | Reduced | 5,637 | 746 | 0.55% | 0.55% | 288 | -110 | -1.91% | Q4 2025 | Feb 17, 2026 |
| Apollon Financial, LLC | History | Added to | 5,561 | 736 | 0.11% | 0.12% | 289 | +5 | 0.09% | Q4 2025 | Jan 22, 2026 |
| MEMBERS WEALTH LLC | History | Reduced | 5,493 | 735 | 0.46% | 0.48% | 290 | -330 | -5.67% | Q4 2025 | Jan 28, 2026 |
| US BANCORP \DE\ | History | Added to | 5,457 | 722 | 0.0% | 0.0% | 291 | +166 | 3.14% | Q4 2025 | Jan 30, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 5,410 | 716 | 0.25% | 0.25% | 292 | +36 | 0.67% | Q4 2025 | Feb 09, 2026 |
| Alteri Wealth LLC | History | No change | 5,343 | 707 | 0.23% | 0.24% | 293 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Empire Financial Management Company, LLC | History | No change | 5,337 | 706 | 0.15% | 0.16% | 294 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 5,322 | 704 | 0.01% | 0.01% | 295 | +2,108 | 65.59% | Q4 2025 | Jan 29, 2026 |
| Heartwood Wealth Advisors LLC | History | Reduced | 5,277 | 698 | 0.06% | 0.07% | 296 | -240 | -4.35% | Q4 2025 | Jan 12, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | No change | 5,184 | 686 | 0.02% | 0.02% | 297 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 5,115 | 677 | 0.03% | 0.03% | 298 | -369 | -6.73% | Q4 2025 | Jan 21, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 5,114 | 676 | 0.0% | 0.0% | 299 | +4,428 | 645.48% | Q4 2025 | Feb 02, 2026 |
| Spire Wealth Management | History | Added to | 5,040 | 667 | 0.02% | 0.01% | 300 | +1,969 | 64.12% | Q4 2025 | Jan 14, 2026 |
| SFE Investment Counsel | History | Added to | 5,017 | 664 | 0.1% | 0.08% | 301 | +1,257 | 33.43% | Q4 2025 | Feb 05, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 5,000 | 661 | 0.02% | 0.02% | 302 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MADDEN SECURITIES Corp | History | No change | 5,000 | 661 | 0.2% | 0.2% | 303 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| SMITH, MOORE & CO. | History | Added to | 4,953 | 655 | 0.05% | 0.05% | 304 | +178 | 3.73% | Q4 2025 | Jan 23, 2026 |
| Tepp RIA, LLC | History | Added to | 4,941 | 654 | 0.65% | 0.73% | 305 | +6 | 0.12% | Q4 2025 | Feb 04, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 4,896 | 648 | 0.02% | 0.03% | 306 | -200 | -3.92% | Q4 2025 | Jan 20, 2026 |
| Atria Investments, Inc | History | Reduced | 4,814 | 637 | 0.01% | 0.01% | 307 | -435 | -8.29% | Q4 2025 | Feb 05, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 4,789 | 633 | 0.0% | — | 308 | +4,789 | New | Q4 2025 | Feb 18, 2026 |
| Truepoint, Inc. | History | No change | 4,696 | 621 | 0.01% | 0.01% | 309 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 4,691 | 620 | 0.34% | 0.36% | 310 | -37 | -0.78% | Q4 2025 | Jan 30, 2026 |
| Realta Investment Advisors | History | Added to | 4,675 | 618 | 0.2% | 0.19% | 311 | +358 | 8.29% | Q4 2025 | Jan 20, 2026 |
| COFG Advisors, LLC | History | New | 4,656 | 616 | 0.15% | — | 312 | +4,656 | New | Q4 2025 | Feb 10, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 4,608 | 609 | 0.04% | 0.03% | 313 | -729 | -13.66% | Q4 2025 | Jan 30, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 4,529 | 599 | 0.0% | 0.0% | 314 | +12 | 0.27% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 4,461 | 590 | 0.04% | 0.2% | 315 | -14,439 | -76.4% | Q4 2025 | Jan 21, 2026 |
| Waverly Advisors, LLC | History | Reduced | 4,433 | 586 | 0.0% | 0.01% | 316 | -4,903 | -52.52% | Q4 2025 | Feb 17, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 4,413 | 584 | 0.0% | 0.0% | 317 | +106 | 2.46% | Q4 2025 | Feb 17, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 4,410 | 583 | 0.26% | — | 318 | +4,410 | New | Q4 2025 | Mar 10, 2026 |
| LRI Investments, LLC | History | Reduced | 4,365 | 577 | 0.05% | 0.05% | 319 | -488 | -10.06% | Q4 2025 | Feb 04, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 4,348 | 575 | 0.01% | 0.01% | 320 | +166 | 3.97% | Q4 2025 | Feb 09, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 4,335 | 573 | 0.06% | 0.06% | 321 | -406 | -8.56% | Q4 2025 | Feb 13, 2026 |
| HORAN Wealth, LLC | History | No change | 4,330 | 573 | 0.09% | 0.09% | 322 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Powell Investment Advisors, LLC | History | Reduced | 4,327 | 572 | 0.2% | 0.21% | 323 | -325 | -6.99% | Q4 2025 | Feb 09, 2026 |
| Private Wealth Partners, LLC | History | No change | 4,280 | 566 | 0.04% | 0.04% | 324 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Carnegie Investment Counsel | History | No change | 4,268 | 564 | 0.01% | 0.01% | 325 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| QUANTIFY CHAOS ADVISORS, LLC | History | New | 4,226 | 559 | 1.69% | — | 326 | +4,226 | New | Q4 2025 | Feb 06, 2026 |
| Mattern Wealth Management LLC | History | No change | 4,193 | 555 | 0.11% | 0.11% | 327 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 4,103 | 543 | 0.06% | 0.07% | 328 | -496 | -10.78% | Q4 2025 | Feb 10, 2026 |
| Western Wealth Management, LLC | History | Added to | 4,063 | 537 | 0.02% | 0.03% | 329 | +419 | 11.5% | Q4 2025 | Feb 05, 2026 |
| Summit Financial, LLC | History | Added to | 3,965 | 524 | 0.01% | 0.01% | 330 | +550 | 16.11% | Q4 2025 | Feb 13, 2026 |
| SC&H Financial Advisors, Inc. | History | No change | 3,935 | 520 | 0.08% | 0.08% | 331 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 3,922 | 519 | 0.0% | 0.0% | 332 | +157 | 4.17% | Q4 2025 | Feb 17, 2026 |
| Fonville Wealth Management LLC | History | No change | 3,923 | 519 | 0.11% | 0.11% | 333 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| COMMERCE BANK | History | No change | 3,906 | 517 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 3,905 | 516 | 0.02% | 0.02% | 335 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CHAPIN DAVIS, INC. | History | Reduced | 3,879 | 513 | 0.12% | 0.12% | 336 | -1 | -0.03% | Q4 2025 | Jan 30, 2026 |
| WEST BANCORPORATION INC | History | No change | 3,859 | 510 | 0.27% | 0.28% | 337 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | No change | 3,851 | 509 | 0.21% | 0.21% | 338 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 3,845 | 508 | 0.02% | 0.02% | 340 | +151 | 4.09% | Q4 2025 | Feb 13, 2026 |
| Ellevest, Inc. | History | No change | 3,839 | 508 | 0.07% | 0.07% | 339 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Intrua Financial, LLC | History | Reduced | 3,809 | 504 | 0.05% | 0.05% | 341 | -52 | -1.35% | Q4 2025 | Feb 05, 2026 |
| Huntleigh Advisors, Inc. | History | Reduced | 3,777 | 499 | 0.08% | 0.17% | 342 | -3,851 | -50.49% | Q4 2025 | Jan 29, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 3,773 | 499 | 0.04% | 0.04% | 343 | -492 | -11.54% | Q4 2025 | Feb 03, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 3,762 | 498 | 0.0% | 0.0% | 344 | +446 | 13.45% | Q4 2025 | Feb 17, 2026 |
| Janney Capital Management LLC | History | No change | 3,735 | 494 | 0.03% | 0.03% | 345 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| KWB Wealth | History | Reduced | 3,674 | 486 | 0.05% | 0.05% | 346 | -49 | -1.32% | Q4 2025 | Jan 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 3,670 | 485 | 0.01% | 0.0% | 347 | +995 | 37.2% | Q4 2025 | Jan 20, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 3,635 | 481 | 0.09% | 0.09% | 348 | +112 | 3.18% | Q4 2025 | Feb 12, 2026 |
| True North Advisors, LLC | History | No change | 3,612 | 478 | 0.06% | 0.07% | 349 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 3,595 | 475 | 0.03% | 0.03% | 350 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 3,531 | 474 | 0.11% | 0.12% | 351 | -280 | -7.35% | Q4 2025 | Jan 14, 2026 |
| Quantum Financial Planning Services, Inc. | History | New | 3,531 | 467 | 0.17% | — | 352 | +3,531 | New | Q4 2025 | Jan 15, 2026 |
| Catalyst Investment Management LLC | History | New | 3,525 | 466 | 0.44% | — | 353 | +3,525 | New | Q4 2025 | Feb 20, 2026 |
| AIRE ADVISORS, LLC | History | No change | 3,500 | 463 | 0.08% | 0.08% | 354 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RDA Financial Network | History | Reduced | 3,490 | 461 | 0.11% | 0.11% | 355 | -5 | -0.14% | Q4 2025 | Jan 06, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 3,462 | 458 | 0.04% | 0.04% | 356 | -9 | -0.26% | Q4 2025 | Feb 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 3,445 | 456 | 0.01% | — | 357 | +3,445 | New | Q4 2025 | Feb 10, 2026 |
| Pathstone Holdings, LLC | History | New | 3,429 | 453 | 0.0% | — | 358 | +3,429 | New | Q4 2025 | Feb 13, 2026 |
| Mutual Advisors, LLC | History | Reduced | 3,403 | 450 | 0.01% | 0.01% | 359 | -8 | -0.23% | Q4 2025 | Feb 02, 2026 |
| MONTAG A & ASSOCIATES INC | History | New | 3,345 | 442 | 0.02% | — | 360 | +3,345 | New | Q4 2025 | Feb 02, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 3,340 | 442 | 0.08% | 0.04% | 361 | +1,743 | 109.14% | Q4 2025 | Feb 09, 2026 |
| DAVENPORT & Co LLC | History | Added to | 3,334 | 441 | 0.0% | 0.0% | 362 | +829 | 33.09% | Q4 2025 | Jan 12, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 3,306 | 437 | 0.08% | 0.09% | 363 | -265 | -7.42% | Q4 2025 | Jan 21, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 3,231 | 431 | 0.03% | — | 364 | +3,231 | New | Q4 2025 | Jan 15, 2026 |
| Daybright Advisory Services, Inc. | History | New | 3,234 | 428 | 0.11% | — | 365 | +3,234 | New | Q4 2025 | Feb 12, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 3,196 | 423 | 0.02% | 0.04% | 366 | -310 | -8.84% | Q4 2025 | Feb 17, 2026 |
| Intergy Private Wealth, LLC | History | Reduced | 3,165 | 418 | 0.13% | 0.13% | 367 | -30 | -0.94% | Q4 2025 | Jan 22, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 3,151 | 417 | 0.01% | 0.01% | 368 | -497 | -13.62% | Q4 2025 | Jan 12, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 3,096 | 409 | 0.01% | 0.01% | 369 | -161 | -4.94% | Q4 2025 | Jan 12, 2026 |
| Summit Financial Strategies, Inc. | History | No change | 3,085 | 408 | 0.03% | 0.03% | 370 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 3,008 | 402 | 0.0% | 0.0% | 371 | +481 | 19.03% | Q4 2025 | Jan 15, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 3,022 | 400 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Pacific Point Advisors, LLC | History | No change | 3,000 | 397 | 0.21% | 0.23% | 373 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| GUIDANCE CAPITAL, INC | History | Reduced | 2,975 | 396 | 0.1% | 0.1% | 374 | -7 | -0.23% | Q4 2025 | Jan 23, 2026 |
| Capital Management Associates, Inc | History | New | 2,974 | 393 | 0.09% | — | 375 | +2,974 | New | Q4 2025 | Jan 21, 2026 |
| Blue Water Asset Management | History | New | 2,969 | 392 | 0.14% | — | 376 | +2,969 | New | Q4 2025 | Feb 05, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | New | 2,958 | 391 | 0.23% | — | 377 | +2,958 | New | Q4 2025 | Feb 17, 2026 |
| Traynor Capital Management, Inc. | History | No change | 2,961 | 391 | 0.02% | 0.02% | 378 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Signet Private Wealth LLC | History | New | 2,936 | 388 | 0.37% | — | 379 | +2,936 | New | Q4 2025 | Feb 11, 2026 |
| Signature Equity Partners, LLC | History | New | 2,934 | 388 | 0.21% | — | 380 | +2,934 | New | Q4 2025 | Feb 17, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | New | 2,912 | 385 | 0.32% | — | 382 | +2,912 | New | Q4 2025 | Feb 05, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 2,909 | 385 | 0.01% | 0.01% | 381 | -13 | -0.44% | Q4 2025 | Jan 23, 2026 |
| OneAscent Wealth Management LLC | History | No change | 2,892 | 382 | 0.13% | 0.13% | 383 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 2,865 | 379 | 0.01% | 0.01% | 384 | -964 | -25.18% | Q4 2025 | Feb 10, 2026 |
| LVZ, Inc. | History | Added to | 2,861 | 378 | 0.04% | 0.04% | 385 | +130 | 4.76% | Q4 2025 | Feb 10, 2026 |
| Stratos Investment Management, LLC | History | No change | 2,817 | 372 | 0.01% | 0.02% | 386 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 2,796 | 370 | 0.01% | — | 387 | +2,796 | New | Q4 2025 | Feb 09, 2026 |
| Destiny Capital Corp/CO | History | No change | 2,785 | 368 | 0.19% | 0.2% | 388 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 2,776 | 367 | 0.02% | 0.02% | 389 | +36 | 1.31% | Q4 2025 | Feb 09, 2026 |
| Wedmont Private Capital | History | Added to | 2,721 | 364 | 0.01% | 0.01% | 390 | +524 | 23.85% | Q4 2025 | Jan 08, 2026 |
| Choate Investment Advisors | History | No change | 2,640 | 349 | 0.01% | 0.01% | 391 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ascent Group, LLC | History | New | 2,624 | 347 | 0.01% | — | 392 | +2,624 | New | Q4 2025 | Jan 20, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 2,624 | 347 | 0.3% | 0.24% | 393 | +651 | 33.0% | Q4 2025 | Feb 17, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 2,618 | 346 | 0.12% | 0.14% | 394 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Synergy Asset Management, LLC | History | Reduced | 2,609 | 345 | 0.04% | 0.04% | 395 | -5,218 | -66.67% | Q4 2025 | Jan 13, 2026 |
| PLIMOTH TRUST CO LLC | History | Reduced | 2,599 | 344 | 0.08% | 0.08% | 396 | -86 | -3.2% | Q4 2025 | Jan 27, 2026 |
| Busey Bank | History | Reduced | 2,559 | 338 | 0.01% | 0.01% | 397 | -25 | -0.97% | Q4 2025 | Jan 27, 2026 |
| Sigma Planning Corp | History | Reduced | 2,444 | 323 | 0.01% | 0.01% | 398 | -214 | -8.05% | Q4 2025 | Jan 30, 2026 |
| Elevation Wealth Management LLC | History | New | 2,401 | 317 | 0.3% | — | 400 | +2,401 | New | Q4 2025 | Feb 12, 2026 |
| GAMMA Investing LLC | History | No change | 2,398 | 317 | 0.02% | 0.02% | 399 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| MBL Wealth, LLC | History | Reduced | 2,370 | 313 | 0.03% | 0.03% | 401 | -30 | -1.25% | Q4 2025 | Jan 21, 2026 |
| Keystone Financial Group | History | Added to | 2,363 | 312 | 0.02% | 0.02% | 402 | +2 | 0.08% | Q4 2025 | Feb 06, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 2,304 | 305 | 0.02% | 0.02% | 403 | -3 | -0.13% | Q4 2025 | Jan 07, 2026 |
| Aspen Grove Capital, LLC | History | Added to | 2,248 | 297 | 0.05% | 0.05% | 404 | +6 | 0.27% | Q4 2025 | Feb 17, 2026 |
| OPTIMA CAPITAL LLC | History | Reduced | 2,205 | 291 | 0.13% | 0.14% | 405 | -11 | -0.5% | Q4 2025 | Jan 23, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Reduced | 2,197 | 290 | 0.26% | 0.29% | 406 | -180 | -7.57% | Q4 2025 | Jan 23, 2026 |
| Brookstone Capital Management | History | Added to | 2,164 | 286 | 0.0% | 0.0% | 407 | +620 | 40.16% | Q4 2025 | Jan 15, 2026 |
| PFG Investments, LLC | History | New | 2,120 | 280 | 0.01% | — | 408 | +2,120 | New | Q4 2025 | Jan 26, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 2,091 | 276 | 0.0% | 0.0% | 409 | -960 | -31.47% | Q4 2025 | Feb 03, 2026 |
| IFC Advisors LLC | History | Reduced | 2,076 | 274 | 0.04% | 0.06% | 410 | -415 | -16.66% | Q4 2025 | Feb 12, 2026 |
| Darrow Company, Inc. | History | New | 2,045 | 270 | 0.12% | — | 411 | +2,045 | New | Q4 2025 | Jan 27, 2026 |
| Heritage Wealth Management, Inc. | History | Reduced | 2,013 | 266 | 0.07% | 0.1% | 412 | -500 | -19.9% | Q4 2025 | Jan 26, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | New | 2,000 | 264 | 0.0% | — | 415 | +2,000 | New | Q4 2025 | Feb 11, 2026 |
| Vontobel Holding Ltd. | History | No change | 2,000 | 264 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Hummer Financial Advisory Services Inc | History | No change | 2,000 | 264 | 0.19% | 0.19% | 414 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Aerodigm Wealth, LLC | History | Reduced | 1,969 | 260 | 0.09% | 0.16% | 416 | -884 | -30.98% | Q4 2025 | Feb 06, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 1,959 | 259 | 0.14% | 0.14% | 417 | +2 | 0.1% | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | Reduced | 1,943 | 257 | 0.0% | 0.0% | 418 | -5,332 | -73.29% | Q4 2025 | Jan 30, 2026 |
| BBR PARTNERS, LLC | History | No change | 1,936 | 256 | 0.01% | 0.01% | 419 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | New | 1,900 | 251 | 0.01% | — | 421 | +1,900 | New | Q4 2025 | Feb 17, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 1,901 | 251 | 0.01% | 0.01% | 420 | -157 | -7.63% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | New | 1,895 | 250 | 0.01% | — | 422 | +1,895 | New | Q4 2025 | Feb 13, 2026 |
| ENZI WEALTH | History | No change | 1,862 | 248 | 0.09% | 0.08% | 423 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| FIRST HORIZON CORP | History | No change | 1,867 | 247 | 0.01% | 0.01% | 424 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Midwest Trust Co | History | New | 1,859 | 246 | 0.0% | — | 425 | +1,859 | New | Q4 2025 | Feb 04, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | No change | 1,857 | 245 | 0.12% | 0.12% | 426 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Able Wealth Management LLC | History | Reduced | 1,820 | 240 | 0.08% | 0.1% | 427 | -248 | -11.99% | Q4 2025 | Jan 27, 2026 |
| Vident Advisory, LLC | History | No change | 1,803 | 238 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| OneAscent Family Office, LLC | History | No change | 1,799 | 238 | 0.16% | 0.19% | 429 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Prospera Financial Services Inc | History | Reduced | 1,785 | 236 | 0.0% | 0.0% | 430 | -217 | -10.84% | Q4 2025 | Feb 09, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,783 | 236 | 0.01% | 0.01% | 431 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 1,767 | 233 | 0.0% | 0.0% | 432 | -18 | -1.01% | Q4 2025 | Jan 21, 2026 |
| Cypress Capital Group | History | Reduced | 1,715 | 227 | 0.03% | 0.05% | 433 | -1,481 | -46.34% | Q4 2025 | Feb 11, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 1,717 | 227 | 0.02% | 0.02% | 434 | +317 | 22.64% | Q4 2025 | Feb 13, 2026 |
| PCM Encore, LLC | History | New | 1,714 | 226 | 0.05% | — | 436 | +1,714 | New | Q4 2025 | Feb 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 1,711 | 226 | 0.0% | — | 435 | +1,711 | New | Q4 2025 | Jan 30, 2026 |
| Fermata Advisors, LLC | History | Added to | 1,706 | 225 | 0.05% | 0.05% | 437 | +64 | 3.9% | Q4 2025 | Jan 08, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 1,699 | 224 | 0.0% | — | 438 | +1,699 | New | Q4 2025 | Feb 17, 2026 |
| NorthRock Partners, LLC | History | New | 1,690 | 223 | 0.0% | — | 439 | +1,690 | New | Q4 2025 | Feb 17, 2026 |
| Successful Portfolios LLC | History | Reduced | 1,662 | 223 | 0.11% | 0.13% | 440 | -49 | -2.86% | Q4 2025 | Jan 23, 2026 |
| Painted Porch Advisors LLC | History | New | 1,679 | 222 | 0.09% | — | 441 | +1,679 | New | Q4 2025 | Mar 19, 2026 |
| SHP Wealth Management | History | New | 1,669 | 220 | 0.02% | — | 442 | +1,669 | New | Q4 2025 | Mar 04, 2026 |
| Lebenthal Global Advisors, LLC | History | New | 1,664 | 220 | 0.03% | — | 443 | +1,664 | New | Q4 2025 | Jan 28, 2026 |
| FLP Wealth Management, LLC | History | New | 1,456 | 218 | 0.51% | — | 445 | +1,456 | New | Q4 2025 | Jan 20, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 1,650 | 218 | 0.03% | 0.03% | 444 | -41 | -2.42% | Q4 2025 | Jan 26, 2026 |
| Peak Planning Group, LLC | History | New | 1,641 | 217 | 0.06% | — | 447 | +1,641 | New | Q4 2025 | Feb 13, 2026 |
| BROWN ADVISORY INC | History | Reduced | 1,646 | 217 | 0.0% | 0.0% | 446 | -120 | -6.8% | Q4 2025 | Feb 13, 2026 |
| Chicago Wealth Management, Inc. | History | No change | 1,638 | 216 | 0.09% | 0.09% | 448 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 1,611 | 213 | 0.04% | 0.06% | 450 | -346 | -17.68% | Q4 2025 | Jan 23, 2026 |
| Northstar Advisory Group, LLC | History | No change | 1,613 | 213 | 0.08% | 0.09% | 449 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Columbia Bank | History | New | 1,592 | 210 | 0.06% | — | 453 | +1,592 | New | Q4 2025 | Feb 13, 2026 |
| Boston Trust Walden Corp | History | Reduced | 1,593 | 210 | 0.0% | 0.0% | 451 | -75 | -4.5% | Q4 2025 | Jan 28, 2026 |
| White Lighthouse Investment Management Inc. | History | Reduced | 1,592 | 210 | 0.03% | 0.03% | 452 | -25 | -1.55% | Q4 2025 | Feb 09, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 1,586 | 209 | 0.03% | 0.03% | 454 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Harbour Capital Advisors, LLC | History | No change | 1,585 | 209 | 0.04% | 0.04% | 455 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Fortitude Advisory Group L.L.C. | History | New | 1,574 | 208 | 0.09% | — | 456 | +1,574 | New | Q4 2025 | Feb 13, 2026 |
| Klingman & Associates, LLC | History | No change | 1,571 | 207 | 0.01% | 0.01% | 457 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 1,554 | 205 | 0.01% | 0.01% | 458 | -42 | -2.63% | Q4 2025 | Feb 17, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 1,531 | 204 | 0.06% | — | 459 | +1,531 | New | Q4 2025 | Feb 10, 2026 |
| Key Client Fiduciary Advisors, LLC | History | New | 1,535 | 203 | 0.07% | — | 460 | +1,535 | New | Q4 2025 | Jan 28, 2026 |
| Prosperity Consulting Group, LLC | History | New | 1,530 | 202 | 0.01% | — | 461 | +1,530 | New | Q4 2025 | Feb 17, 2026 |
| NORTHLAND SECURITIES, INC. | History | New | 1,522 | 201 | 0.19% | — | 462 | +1,522 | New | Q4 2025 | Jan 23, 2026 |
| D'Orazio & Associates, Inc. | History | New | 1,518 | 200 | 0.03% | — | 463 | +1,518 | New | Q4 2025 | Feb 04, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 1,428 | 189 | 0.0% | 0.0% | 464 | +60 | 4.39% | Q4 2025 | Feb 05, 2026 |
| MCF Advisors LLC | History | New | 1,337 | 177 | 0.01% | — | 465 | +1,337 | New | Q4 2025 | Feb 11, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 1,299 | 171 | 0.03% | 0.02% | 466 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,234 | 163 | 0.0% | 0.0% | 467 | +909 | 279.69% | Q4 2025 | Feb 11, 2026 |
| WHITTIER TRUST CO | History | Reduced | 1,209 | 162 | 0.0% | 0.0% | 468 | -526 | -30.32% | Q4 2025 | Jan 26, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 1,220 | 161 | 0.01% | 0.01% | 469 | -141 | -10.36% | Q4 2025 | Feb 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,184 | 156 | 0.01% | — | 470 | +1,184 | New | Q4 2025 | Feb 03, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1,174 | 156 | 0.01% | 0.01% | 471 | -77 | -6.16% | Q4 2025 | Feb 13, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 1,160 | 153 | 0.0% | 0.0% | 472 | +318 | 37.77% | Q4 2025 | Feb 04, 2026 |
| UMB Bank, n.a. | History | Added to | 1,136 | 150 | 0.0% | 0.0% | 473 | +158 | 16.16% | Q4 2025 | Feb 13, 2026 |
| CNB Bank | History | No change | 1,127 | 149 | 0.06% | 0.06% | 474 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,123 | 148 | 0.0% | 0.01% | 475 | -37 | -3.19% | Q4 2025 | Feb 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1,041 | 137 | 0.0% | 0.0% | 476 | -80 | -7.14% | Q4 2025 | Feb 09, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 1,031 | 136 | 0.0% | 0.0% | 477 | +32 | 3.2% | Q4 2025 | Feb 17, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 1,020 | 135 | 0.08% | 0.09% | 478 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 956 | 126 | 0.0% | 0.0% | 479 | +51 | 5.64% | Q4 2025 | Feb 06, 2026 |
| BFSG, LLC | History | Added to | 926 | 122 | 0.01% | 0.01% | 480 | +166 | 21.84% | Q4 2025 | Jan 22, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | Reduced | 915 | 121 | 0.02% | 0.1% | 481 | -13,118 | -93.48% | Q4 2025 | Feb 13, 2026 |
| Millstone Evans Group, LLC | History | Added to | 910 | 120 | 0.07% | 0.03% | 482 | +597 | 190.73% | Q4 2025 | Feb 02, 2026 |
| Colonial Trust Co / SC | History | No change | 874 | 115 | 0.02% | 0.02% | 483 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 825 | 109 | 0.09% | 0.1% | 484 | +2 | 0.24% | Q4 2025 | Jan 26, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 704 | 93 | 0.01% | 0.01% | 485 | +2 | 0.28% | Q4 2025 | Feb 13, 2026 |
| Roble, Belko & Company, Inc | History | No change | 677 | 90 | 0.01% | 0.01% | 486 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | No change | 687 | 90 | 0.19% | 0.18% | 487 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 659 | 87 | 0.01% | 0.01% | 488 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| CENTRAL TRUST Co | History | Added to | 653 | 86 | 0.0% | 0.0% | 489 | +112 | 20.7% | Q4 2025 | Feb 02, 2026 |
| Root Financial Partners, LLC | History | Added to | 645 | 85 | 0.0% | 0.0% | 492 | +29 | 4.71% | Q4 2025 | Feb 10, 2026 |
| Anchor Investment Management, LLC | History | No change | 646 | 85 | 0.01% | 0.01% | 490 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| SITTNER & NELSON, LLC | History | No change | 639 | 85 | 0.03% | 0.03% | 491 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 633 | 83 | 0.01% | 0.01% | 493 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| CITIGROUP INC | History | Reduced | 601 | 79 | 0.0% | 0.0% | 494 | -2,269 | -79.06% | Q4 2025 | Feb 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 591 | 78 | 0.0% | 0.01% | 495 | -266 | -31.04% | Q4 2025 | Feb 05, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 571 | 75 | 0.04% | — | 496 | +571 | New | Q4 2025 | Feb 11, 2026 |
| Riverview Trust Co | History | New | 533 | 70 | 0.08% | — | 497 | +533 | New | Q4 2025 | Jan 26, 2026 |
| MASECO LLP | History | New | 516 | 68 | 0.0% | — | 499 | +516 | New | Q4 2025 | Jan 22, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 514 | 68 | 0.01% | 0.01% | 498 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 507 | 67 | 0.0% | 0.0% | 500 | +68 | 15.49% | Q4 2025 | Feb 12, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 498 | 66 | 0.01% | 0.01% | 501 | -136 | -21.45% | Q4 2025 | Jan 28, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | New | 498 | 65 | 0.0% | — | 502 | +498 | New | Q4 2025 | Jan 23, 2026 |
| Kozak & Associates, Inc. | History | No change | 485 | 65 | 0.01% | 0.01% | 503 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Litman Gregory Wealth Management LLC | History | New | 489 | 64 | 0.0% | — | 504 | +489 | New | Q4 2025 | Feb 12, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 454 | 60 | 0.01% | 0.01% | 505 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Networth Advisors, LLC | History | New | 444 | 58 | 0.04% | — | 507 | +444 | New | Q4 2025 | Jan 22, 2026 |
| SIGNATUREFD, LLC | History | No change | 444 | 58 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| BOKF, NA | History | No change | 435 | 57 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 434 | 57 | 0.01% | 0.01% | 509 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 425 | 56 | 0.01% | — | 510 | +425 | New | Q4 2025 | Jan 30, 2026 |
| Goodman Advisory Group, LLC | History | No change | 425 | 56 | 0.01% | 0.01% | 511 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 417 | 55 | 0.02% | 0.02% | 512 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| GLENMEDE TRUST CO NA | History | New | 411 | 54 | 0.0% | — | 513 | +411 | New | Q4 2025 | Feb 17, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 414 | 54 | 0.01% | 0.03% | 514 | -312 | -42.98% | Q4 2025 | Jan 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 405 | 53 | 0.0% | — | 515 | +405 | New | Q4 2025 | Feb 13, 2026 |
| Kingdom Financial Group LLC. | History | New | 401 | 53 | 0.02% | — | 516 | +401 | New | Q4 2025 | Feb 06, 2026 |
| Noble Wealth Management PBC | History | No change | 405 | 53 | 0.03% | 0.03% | 517 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| ESL Trust Services, LLC | History | No change | 399 | 52 | 0.01% | 0.01% | 518 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 386 | 51 | 0.0% | 0.0% | 519 | -109 | -22.02% | Q4 2025 | Jan 26, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 380 | 50 | 0.02% | 0.02% | 521 | +31 | 8.88% | Q4 2025 | Feb 11, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 378 | 50 | 0.01% | 0.01% | 520 | +1 | 0.27% | Q4 2025 | Jan 20, 2026 |
| Triumph Capital Management | History | New | 366 | 48 | 0.01% | — | 522 | +366 | New | Q4 2025 | Feb 12, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 357 | 47 | 0.0% | 0.0% | 523 | +94 | 35.74% | Q4 2025 | Feb 20, 2026 |
| Tidemark, LLC | History | Added to | 357 | 47 | 0.01% | 0.01% | 524 | +1 | 0.28% | Q4 2025 | Feb 10, 2026 |
| Register Financial Advisors LLC | History | Added to | 349 | 46 | 0.02% | 0.02% | 525 | +1 | 0.29% | Q4 2025 | Jan 21, 2026 |
| Rialto Wealth Management, LLC | History | No change | 351 | 46 | 0.01% | 0.01% | 526 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Blue Trust, Inc. | History | Added to | 343 | 45 | 0.0% | 0.0% | 527 | +18 | 5.54% | Q4 2025 | Jan 16, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 335 | 44 | 0.0% | 0.0% | 528 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ORG Partners LLC | History | Added to | 324 | 42 | 0.01% | 0.01% | 530 | +1 | 0.31% | Q4 2025 | Jan 14, 2026 |
| HM PAYSON & CO | History | No change | 322 | 42 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 315 | 41 | 0.01% | 0.01% | 531 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 301 | 39 | 0.01% | — | 532 | +301 | New | Q4 2025 | Feb 09, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 294 | 38 | 0.01% | 0.02% | 533 | -11 | -3.61% | Q4 2025 | Feb 05, 2026 |
| Westend Capital Management, LLC | History | No change | 285 | 37 | 0.01% | 0.01% | 534 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 281 | 37 | 0.01% | 0.01% | 535 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Compass Financial Services Inc | History | Added to | 267 | 35 | 0.02% | 0.02% | 536 | +1 | 0.38% | Q4 2025 | Feb 27, 2026 |
| Kilter Group LLC | History | No change | 270 | 35 | 0.02% | 0.02% | 537 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 261 | 34 | 0.0% | 0.0% | 538 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 250 | 33 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Addison Advisors LLC | History | No change | 255 | 33 | 0.01% | 0.01% | 540 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 248 | 32 | 0.01% | 0.01% | 541 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 234 | 30 | 0.0% | 0.0% | 542 | -1 | -0.43% | Q4 2025 | Jan 29, 2026 |
| TRUST CO OF VERMONT | History | No change | 228 | 30 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| IMA Advisory Services, Inc. | History | No change | 225 | 29 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Asset Dedication, LLC | History | No change | 220 | 29 | 0.0% | 0.0% | 545 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Bogart Wealth, LLC | History | No change | 218 | 28 | 0.0% | 0.0% | 546 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| TSFG, LLC | History | Added to | 204 | 27 | 0.0% | 0.0% | 547 | +108 | 112.5% | Q4 2025 | Feb 04, 2026 |
| Alexis Investment Partners, LLC | History | No change | 204 | 27 | 0.01% | 0.0% | 548 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| EPG Wealth Management LLC | History | New | 203 | 26 | 0.01% | — | 553 | +203 | New | Q4 2025 | Jan 28, 2026 |
| Quest 10 Wealth Builders, Inc. | History | New | 197 | 26 | 0.02% | — | 554 | +197 | New | Q4 2025 | Jan 29, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 199 | 26 | 0.01% | 0.01% | 549 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| JNBA Financial Advisors | History | No change | 197 | 26 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 200 | 26 | 0.01% | 0.01% | 551 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Key FInancial Inc | History | No change | 200 | 26 | 0.0% | 0.0% | 552 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Stephens Consulting, LLC | History | No change | 174 | 23 | 0.01% | 0.01% | 555 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 167 | 22 | 0.01% | 0.01% | 556 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Roxbury Financial LLC | History | No change | 172 | 22 | 0.02% | 0.02% | 557 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 159 | 21 | 0.01% | — | 558 | +159 | New | Q4 2025 | Feb 05, 2026 |
| Global Wealth Strategies & Associates | History | No change | 164 | 21 | 0.01% | 0.01% | 559 | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| Key Capital Management, INC | History | New | 147 | 19 | 0.02% | — | 561 | +147 | New | Q4 2025 | Jan 26, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 141 | 19 | 0.0% | 0.0% | 560 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ADIRONDACK TRUST CO | History | New | 136 | 18 | 0.01% | — | 562 | +136 | New | Q4 2025 | Jan 08, 2026 |
| Concord Wealth Partners | History | Added to | 142 | 18 | 0.0% | 0.0% | 563 | +1 | 0.71% | Q4 2025 | Jan 29, 2026 |
| Newbridge Financial Services Group, Inc. | History | Reduced | 132 | 17 | 0.0% | 0.02% | 565 | -733 | -84.74% | Q4 2025 | Jan 21, 2026 |
| Modus Advisors, LLC | History | New | 130 | 17 | 0.0% | — | 564 | +130 | New | Q4 2025 | Feb 11, 2026 |
| Ankerstar Wealth, LLC | History | New | 122 | 16 | 0.02% | — | 567 | +122 | New | Q4 2025 | Feb 12, 2026 |
| Activest Wealth Management | History | No change | 127 | 16 | 0.0% | 0.0% | 566 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 114 | 15 | 0.0% | 0.0% | 568 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 119 | 15 | 0.0% | 0.0% | 569 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 114 | 15 | 0.0% | 0.0% | 570 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| General Partner, Inc. | History | No change | 116 | 15 | 0.01% | 0.01% | 571 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| WEBSTER BANK, N. A. | History | New | 113 | 14 | 0.0% | — | 573 | +113 | New | Q4 2025 | Jan 23, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 113 | 14 | 0.0% | 0.0% | 572 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Planning Project LLC | History | New | 91 | 12 | 0.0% | — | 575 | +91 | New | Q4 2025 | Feb 12, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 97 | 12 | 0.0% | 0.0% | 574 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | New | 86 | 11 | 0.0% | — | 578 | +86 | New | Q4 2025 | Feb 02, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 85 | 11 | 0.0% | — | 576 | +85 | New | Q4 2025 | Jan 20, 2026 |
| Towne Trust Company, N.A | History | No change | 86 | 11 | 0.0% | 0.0% | 577 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 80 | 10 | 0.0% | 0.0% | 579 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 82 | 10 | 0.0% | 0.0% | 580 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 67 | 9 | 0.0% | 0.01% | 581 | -122 | -64.55% | Q4 2025 | Feb 10, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 72 | 9 | 0.01% | 0.01% | 583 | -37 | -33.94% | Q4 2025 | Feb 17, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 75 | 9 | 0.0% | 0.0% | 582 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Palouse Capital Management, Inc. | History | New | 65 | 8 | 0.01% | — | 584 | +65 | New | Q4 2025 | Jan 23, 2026 |
| Wealth Watch Advisors, INC | History | New | 65 | 8 | 0.0% | — | 586 | +65 | New | Q4 2025 | Feb 17, 2026 |
| Lummis Asset Management, LP | History | New | 61 | 8 | 0.0% | — | 585 | +61 | New | Q4 2025 | Feb 10, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 53 | 7 | 0.0% | 0.0% | 587 | -24 | -31.17% | Q4 2025 | Jan 14, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 55 | 7 | 0.0% | 0.0% | 588 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ORG Wealth Partners, LLC | History | Reduced | 50 | 6 | 0.0% | 0.0% | 589 | -90 | -64.29% | Q4 2025 | Jan 14, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 45 | 5 | 0.0% | 0.0% | 590 | -55 | -55.0% | Q4 2025 | Feb 11, 2026 |
| Red Tortoise LLC | History | New | 45 | 5 | 0.0% | — | 591 | +45 | New | Q4 2025 | Jan 22, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 40 | 5 | 0.0% | 0.0% | 592 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Abound Wealth Management | History | Reduced | 33 | 4 | 0.0% | 0.0% | 595 | -10 | -23.26% | Q4 2025 | Jan 12, 2026 |
| Cheviot Value Management, LLC | History | No change | 30 | 4 | 0.0% | 0.0% | 593 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Versant Capital Management, Inc | History | No change | 32 | 4 | 0.0% | 0.0% | 594 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Wilmington Savings Fund Society, FSB | History | New | 24 | 3 | 0.0% | — | 596 | +24 | New | Q4 2025 | Feb 12, 2026 |
| ALERUS FINANCIAL NA | History | New | 23 | 3 | 0.0% | — | 597 | +23 | New | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | No change | 29 | 3 | 0.0% | 0.0% | 598 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 26 | 3 | 0.0% | 0.0% | 599 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 27 | 3 | 0.0% | 0.0% | 600 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 21 | 2 | 0.0% | — | 603 | +21 | New | Q4 2025 | Feb 10, 2026 |
| Wagner Wealth Management, LLC | History | No change | 16 | 2 | 0.0% | 0.0% | 601 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Evolution Advisers, Inc. | History | No change | 17 | 2 | 0.0% | 0.0% | 602 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| American Capital Advisory, LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 604 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 1.08% | — | -66,187 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Crossmark Global Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -39,100 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -15,600 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Belvedere Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,844 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.02% | — | -4,560 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,311 | -100.0% | Q3 2025 | Oct 14, 2025 |
| LEIGH BALDWIN & CO., LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -4,308 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NWAM LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,095 | -100.0% | Q3 2025 | Feb 04, 2026 |
| Glassy Mountain Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.12% | — | -3,088 | -100.0% | Q3 2025 | Nov 06, 2025 |
| FIRST CITIZENS BANK & TRUST CO | History | Closed out | 0 | 0 | — | 0.01% | — | -2,853 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Fisher Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,709 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SK Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -2,016 | -100.0% | Q3 2025 | Oct 10, 2025 |
| PENN DAVIS MCFARLAND INC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,000 | -100.0% | Q3 2025 | Oct 21, 2025 |
| SIMON QUICK ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,977 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Oldfather Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,904 | -100.0% | Q3 2025 | Oct 16, 2025 |
| TCI Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,735 | -100.0% | Q3 2025 | Oct 14, 2025 |
| FIRST TRUST ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,609 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -615 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -383 | -100.0% | Q3 2025 | Nov 06, 2025 |
| BOK Financial Private Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -205 | -100.0% | Q3 2025 | Nov 07, 2025 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -138 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -82 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -78 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Investors Research Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -69 | -100.0% | Q3 2025 | Oct 02, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Koesten, Hirschmann & Crabtree, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Safe Harbor Fiduciary, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 17, 2026 |
| SouthState Bank Corp | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Strategic Advocates LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 11, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |