Janus Detroit Street Trust - JAAA
Detailed investor-level table based on 13F positions.
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.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 30,177,764 | 1,526,391 | 0.11% | 0.12% | 1 | -4,507,882 | -13.0% | Q4 2025 | Feb 17, 2026 |
| ALLIANZ SE | History | New | 26,360,832 | 1,333,330 | 17.17% | — | 2 | +26,360,832 | New | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Reduced | 20,616,010 | 1,042,757 | 0.06% | 0.07% | 3 | -1,898,377 | -8.43% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 13,272,736 | 671,334 | 0.18% | 0.19% | 4 | +405,363 | 3.15% | Q4 2025 | Feb 11, 2026 |
| Focus Partners Wealth | History | Added to | 8,228,884 | 416,216 | 0.47% | 0.0% | 5 | +8,196,112 | 25009.5% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 7,457,715 | 377,211 | 0.07% | 0.08% | 6 | -674,298 | -8.29% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 6,915,950 | 349,808 | 0.11% | 0.11% | 7 | +108,380 | 1.59% | Q4 2025 | Feb 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 6,865,662 | 347,265 | 0.1% | 0.11% | 8 | -486,359 | -6.62% | Q4 2025 | Feb 10, 2026 |
| McCarthy & Cox | History | Reduced | 6,641 | 335,909 | 4.07% | 3.14% | 9 | -264,476 | -97.55% | Q4 2025 | Jan 23, 2026 |
| UBS Group AG | History | Added to | 6,560,250 | 331,817 | 0.05% | 0.05% | 10 | +80,567 | 1.24% | Q4 2025 | Jan 29, 2026 |
| BARINGS LLC | History | No change | 6,000,000 | 303,480 | 5.59% | 5.8% | 11 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 5,018,296 | 253,825 | 13.46% | 10.88% | 12 | +1,278,966 | 34.2% | Q4 2025 | Jan 23, 2026 |
| Cetera Investment Advisers | History | Added to | 4,781,181 | 241,832 | 0.26% | 0.26% | 13 | +426,731 | 9.8% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 4,687,709 | 237,104 | 0.04% | — | 14 | +4,687,709 | New | Q4 2025 | Feb 17, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 4,503,887 | 227,806 | 0.82% | 0.82% | 15 | -104,881 | -2.28% | Q4 2025 | Jan 30, 2026 |
| HighTower Advisors, LLC | History | Added to | 4,140,505 | 209,426 | 0.23% | 0.24% | 16 | +32,353 | 0.79% | Q4 2025 | Feb 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 4,121,494 | 208,465 | 0.03% | 0.03% | 17 | +25,691 | 0.63% | Q4 2025 | Mar 25, 2026 |
| ARCH CAPITAL GROUP LTD. | History | No change | 3,941,665 | 199,369 | 68.22% | 68.13% | 18 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 3,712,944 | 187,800 | 0.03% | 0.03% | 19 | +83,512 | 2.3% | Q4 2025 | Feb 13, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Added to | 3,410,388 | 172,497 | 8.98% | 9.14% | 20 | +45,771 | 1.36% | Q4 2025 | Jan 26, 2026 |
| SIGNATUREFD, LLC | History | Added to | 3,334,192 | 168,643 | 2.58% | 2.6% | 21 | +88,721 | 2.73% | Q4 2025 | Jan 20, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 3,157,966 | 159,690 | 0.04% | 0.01% | 22 | +1,923,145 | 155.74% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 2,810,108 | 142,135 | 0.17% | 0.14% | 23 | +635,380 | 29.22% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 2,688,788 | 135,998 | 0.56% | 0.51% | 24 | +483,693 | 21.94% | Q4 2025 | Feb 13, 2026 |
| Modern Wealth Management, LLC | History | Added to | 2,620,501 | 132,544 | 2.42% | 2.56% | 25 | +69,326 | 2.72% | Q4 2025 | Feb 17, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 2,605,154 | 131,768 | 2.17% | 2.32% | 26 | +2,028 | 0.08% | Q4 2025 | Feb 05, 2026 |
| AE Wealth Management LLC | History | Added to | 2,531,709 | 128,053 | 0.73% | 0.78% | 27 | +115,351 | 4.77% | Q4 2025 | Jan 26, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,440,550 | 123,450 | 0.18% | 0.21% | 28 | -481,401 | -16.48% | Q4 2025 | Feb 17, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 2,439,386 | 123,384 | 7.91% | 8.91% | 29 | -148,848 | -5.75% | Q4 2025 | Jan 20, 2026 |
| Invesco Ltd. | History | Reduced | 2,302,399 | 116,455 | 0.02% | 0.02% | 30 | -550,101 | -19.28% | Q4 2025 | Feb 19, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 2,182,279 | 110,379 | 0.15% | 0.16% | 31 | -125,228 | -5.43% | Q4 2025 | Feb 02, 2026 |
| TruWealth Advisors, LLC | History | Added to | 2,116,442 | 107,049 | 5.24% | 5.23% | 32 | +78,429 | 3.85% | Q4 2025 | Jan 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,937,287 | 97,988 | 0.26% | 0.26% | 33 | +46,091 | 2.44% | Q4 2025 | Feb 05, 2026 |
| COMMERCE BANK | History | Added to | 1,868,306 | 94,498 | 0.52% | 0.47% | 34 | +216,090 | 13.08% | Q4 2025 | Feb 13, 2026 |
| GREENLEAF TRUST | History | New | 1,848,999 | 93,522 | 0.86% | — | 35 | +1,848,999 | New | Q4 2025 | Jan 21, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | Added to | 1,822,313 | 92,173 | 16.77% | 15.7% | 36 | +60,315 | 3.42% | Q4 2025 | Jan 14, 2026 |
| Haverford Trust Co | History | Added to | 1,796,770 | 90,880 | 0.81% | 0.77% | 37 | +110,608 | 6.56% | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 1,578,470 | 79,838 | 0.64% | 0.7% | 38 | +86,376 | 5.79% | Q4 2025 | Jan 26, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,529,745 | 77,375 | 0.18% | 0.18% | 39 | +12,246 | 0.81% | Q4 2025 | Feb 11, 2026 |
| Kestra Investment Management, LLC | History | Added to | 1,510,609 | 76,406 | 1.87% | 1.85% | 40 | +151,945 | 11.18% | Q4 2025 | Feb 09, 2026 |
| Obermeyer Wealth Partners | History | Added to | 1,508,798 | 76,314 | 3.49% | 3.18% | 41 | +171,662 | 12.84% | Q4 2025 | Jan 29, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,508,207 | 76,284 | 0.07% | 0.06% | 42 | +120,504 | 8.68% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,384,958 | 70,051 | 0.13% | 0.06% | 43 | +780,199 | 129.01% | Q4 2025 | Mar 16, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 1,359,660 | 68,771 | 8.42% | 14.13% | 44 | -625,229 | -31.5% | Q4 2025 | Jan 09, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 1,303,493 | 65,930 | 2.88% | 3.93% | 45 | -409,309 | -23.9% | Q4 2025 | Jan 29, 2026 |
| Gradient Investments LLC | History | Added to | 1,257,023 | 63,580 | 1.01% | 0.99% | 46 | +92,669 | 7.96% | Q4 2025 | Jan 08, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,172,969 | 59,328 | 0.01% | 0.01% | 47 | +229,881 | 24.38% | Q4 2025 | Feb 10, 2026 |
| Private Advisor Group, LLC | History | Reduced | 1,169,556 | 59,156 | 0.28% | 0.37% | 48 | -321,545 | -21.56% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 1,166,319 | 58,992 | 0.03% | 0.04% | 49 | -573,210 | -32.95% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 1,128,661 | 57,087 | 0.31% | 0.22% | 50 | +380,084 | 50.77% | Q4 2025 | Jan 29, 2026 |
| &PARTNERS | History | Added to | 1,130,682 | 57,078 | 0.3% | 0.31% | 51 | +171,537 | 17.88% | Q4 2025 | Feb 17, 2026 |
| Advisor OS, LLC | History | Reduced | 1,122,026 | 56,752 | 4.57% | 5.09% | 52 | -39,383 | -3.39% | Q4 2025 | Feb 04, 2026 |
| MJP ASSOCIATES INC /ADV | History | Reduced | 1,109,468 | 56,116 | 7.02% | 7.48% | 53 | -9,073 | -0.81% | Q4 2025 | Feb 06, 2026 |
| ATWOOD & PALMER INC | History | Added to | 1,106,508 | 55,967 | 3.18% | 3.17% | 54 | +42,252 | 3.97% | Q4 2025 | Jan 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,105,734 | 55,950 | 0.08% | 0.21% | 55 | -1,577,252 | -58.79% | Q4 2025 | Jan 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,047,661 | 52,990 | 0.07% | 0.07% | 56 | +25,049 | 2.45% | Q4 2025 | Feb 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 1,000,000 | 50,580 | 0.11% | — | 57 | +1,000,000 | New | Q4 2025 | Feb 17, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 989,647 | 50,056 | 1.87% | 1.3% | 58 | +598,646 | 153.11% | Q4 2025 | Feb 04, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 946,255 | 47,861 | 2.9% | 2.9% | 59 | +28,973 | 3.16% | Q4 2025 | Jan 07, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 921,304 | 46,599 | 1.04% | 1.11% | 60 | -508 | -0.06% | Q4 2025 | Jan 27, 2026 |
| DELPHI FINANCIAL GROUP, INC. | History | No change | 846,695 | 42,825 | 21.38% | 24.18% | 61 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 840,218 | 42,498 | 1.8% | 3.35% | 62 | -681,190 | -44.77% | Q4 2025 | Jan 06, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 820,697 | 41,510 | 1.61% | 1.64% | 63 | +15,035 | 1.87% | Q4 2025 | Jan 29, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 802,376 | 40,584 | 0.78% | 0.83% | 64 | -16,062 | -1.96% | Q4 2025 | Feb 12, 2026 |
| Ancora Advisors LLC | History | Added to | 795,963 | 40,259 | 0.83% | 0.66% | 65 | +145,977 | 22.46% | Q4 2025 | Feb 17, 2026 |
| Hilton Capital Management, LLC | History | Added to | 770,082 | 38,950 | 2.93% | 2.84% | 66 | +79,675 | 11.54% | Q4 2025 | Feb 12, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 749,564 | 37,912 | 3.12% | 3.14% | 67 | +30,275 | 4.21% | Q4 2025 | Jan 27, 2026 |
| Flaharty Asset Management, LLC | History | Reduced | 749,331 | 37,901 | 4.73% | 5.17% | 68 | -52,584 | -6.56% | Q4 2025 | Feb 06, 2026 |
| FMR LLC | History | Added to | 726,056 | 36,723 | 0.0% | 0.0% | 69 | +75,065 | 11.53% | Q4 2025 | Feb 17, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 708,253 | 35,957 | 4.13% | 5.69% | 70 | -205,691 | -22.51% | Q4 2025 | Feb 03, 2026 |
| Evercore Wealth Management, LLC | History | Added to | 709,587 | 35,890 | 0.53% | 0.46% | 71 | +95,259 | 15.51% | Q4 2025 | Feb 17, 2026 |
| Sowell Financial Services LLC | History | Added to | 696,333 | 35,220 | 1.29% | 1.29% | 72 | +32,156 | 4.84% | Q4 2025 | Jan 21, 2026 |
| CX Institutional | History | Added to | 649,847 | 32,869 | 0.98% | 0.99% | 73 | +6,660 | 1.04% | Q4 2025 | Feb 02, 2026 |
| Drake & Associates, LLC | History | Added to | 636,875 | 32,213 | 6.42% | 6.14% | 74 | +57,078 | 9.84% | Q4 2025 | Feb 23, 2026 |
| Diesslin Group, Inc. | History | New | 626,919 | 31,709 | 12.6% | — | 75 | +626,919 | New | Q4 2025 | Feb 25, 2026 |
| Clearstead Advisors, LLC | History | Added to | 623,251 | 31,523 | 0.4% | 0.35% | 76 | +101,721 | 19.5% | Q4 2025 | Feb 09, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 617,791 | 31,247 | 1.79% | 2.9% | 77 | +43,380 | 7.55% | Q4 2025 | Jan 29, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Added to | 604,274 | 30,564 | 4.26% | 4.19% | 78 | +10,170 | 1.71% | Q4 2025 | Jan 26, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 597,554 | 30,189 | 0.73% | 0.5% | 79 | +82,650 | 16.05% | Q4 2025 | Feb 11, 2026 |
| EP Wealth Advisors, LLC | History | New | 595,764 | 30,133 | 0.16% | — | 80 | +595,764 | New | Q4 2025 | Feb 18, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 595,273 | 30,108 | 0.07% | 0.07% | 81 | +56,589 | 10.51% | Q4 2025 | Feb 13, 2026 |
| Endurance Services Ltd | History | Reduced | 592,887 | 29,988 | 5.31% | 5.1% | 82 | -7,113 | -1.19% | Q4 2025 | Feb 11, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 590,941 | 29,889 | 2.74% | 2.96% | 83 | -27,559 | -4.46% | Q4 2025 | Feb 10, 2026 |
| Virtue Capital Management, LLC | History | Added to | 583,761 | 29,544 | 4.55% | 0.05% | 84 | +581,335 | 23962.7% | Q4 2025 | Feb 18, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 564,632 | 28,559 | 4.63% | 4.88% | 85 | +14,995 | 2.73% | Q4 2025 | Feb 11, 2026 |
| Brookstone Capital Management | History | Reduced | 559,725 | 28,310 | 0.32% | 1.03% | 86 | -1,143,247 | -67.13% | Q4 2025 | Jan 15, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 557,700 | 28,208 | 0.04% | 0.05% | 87 | -15,367 | -2.68% | Q4 2025 | Feb 13, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 555,134 | 28,078 | 1.75% | 1.64% | 88 | +21,224 | 3.98% | Q4 2025 | Jan 21, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 554,696 | 28,057 | 1.5% | 1.42% | 89 | +37,561 | 7.26% | Q4 2025 | Jan 15, 2026 |
| AlphaCore Capital LLC | History | Added to | 551,232 | 27,881 | 0.62% | 0.0% | 90 | +551,097 | 408220.0% | Q4 2025 | Feb 05, 2026 |
| Leslie Global Wealth, LLC | History | Added to | 544,992 | 27,565 | 12.4% | 12.44% | 91 | +22,825 | 4.37% | Q4 2025 | Feb 02, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 542,781 | 27,453 | 2.23% | 2.5% | 92 | +20,490 | 3.92% | Q4 2025 | Feb 04, 2026 |
| Waldron Private Wealth LLC | History | Added to | 542,489 | 27,439 | 1.08% | 1.0% | 93 | +55,150 | 11.32% | Q4 2025 | Jan 14, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 521,073 | 26,355 | 7.41% | 6.12% | 94 | +73,045 | 16.3% | Q4 2025 | Jan 15, 2026 |
| TT Capital Management LLC | History | Reduced | 515,885 | 26,093 | 20.8% | 20.65% | 95 | -16,311 | -3.06% | Q4 2025 | Feb 11, 2026 |
| Sanchez Wealth Management Group | History | Added to | 501,817 | 25,381 | 5.43% | 4.04% | 96 | +143,125 | 39.9% | Q4 2025 | Feb 04, 2026 |
| Apollo Management Holdings, L.P. | History | New | 500,000 | 25,290 | 0.21% | — | 97 | +500,000 | New | Q4 2025 | Feb 17, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 497,172 | 25,146 | 0.51% | 0.54% | 98 | +36,572 | 7.94% | Q4 2025 | Feb 03, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 493,400 | 24,956 | 0.02% | — | 99 | +493,400 | New | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | Reduced | 490,144 | 24,791 | 0.72% | 0.37% | 100 | -19,937 | -3.91% | Q4 2025 | Feb 13, 2026 |
| Bridgewealth Advisory Group, LLC | History | Reduced | 487,915 | 24,678 | 5.45% | 7.8% | 101 | -175,063 | -26.41% | Q4 2025 | Feb 04, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 483,882 | 24,474 | 0.3% | 0.33% | 102 | -7,562 | -1.54% | Q4 2025 | Jan 29, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 482,248 | 24,392 | 0.28% | 0.31% | 103 | -41,293 | -7.89% | Q4 2025 | Jan 20, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 456,434 | 23,086 | 8.64% | 6.43% | 104 | +135,020 | 42.01% | Q4 2025 | Jan 08, 2026 |
| PFS Partners, LLC | History | Added to | 441,408 | 22,326 | 10.21% | 10.16% | 105 | +20,711 | 4.92% | Q4 2025 | Jan 16, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Added to | 440,987 | 22,305 | 5.54% | 4.92% | 106 | +63,925 | 16.95% | Q4 2025 | Jan 27, 2026 |
| Orion Capital Management LLC | History | Added to | 428,135 | 21,655 | 7.28% | 6.13% | 107 | +80,588 | 23.19% | Q4 2025 | Feb 03, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 419,176 | 21,201 | 2.02% | 2.45% | 108 | -71,378 | -14.55% | Q4 2025 | Jan 28, 2026 |
| Divergent Planning, LLC | History | Added to | 417,349 | 21,122 | 5.39% | 5.29% | 109 | +23,855 | 6.06% | Q4 2025 | Jan 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 408,296 | 20,651 | 0.01% | 0.01% | 110 | +47,399 | 13.13% | Q4 2025 | Feb 10, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 405,509 | 20,510 | 0.14% | 0.17% | 111 | -56,809 | -12.29% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Added to | 402,878 | 20,377 | 0.23% | 0.22% | 112 | +20,417 | 5.34% | Q4 2025 | Feb 05, 2026 |
| Carrera Capital Advisors | History | Reduced | 395,851 | 20,022 | 3.37% | 3.94% | 113 | -37,044 | -8.56% | Q4 2025 | Jan 30, 2026 |
| Allen Capital Group, LLC | History | Added to | 389,055 | 19,678 | 1.8% | 1.76% | 114 | +21,404 | 5.82% | Q4 2025 | Feb 09, 2026 |
| Great Point Wealth Advisors, LLC | History | Added to | 385,414 | 19,494 | 3.56% | 3.59% | 115 | +9,105 | 2.42% | Q4 2025 | Jan 26, 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC | History | Added to | 374,152 | 18,924 | 5.34% | 5.48% | 116 | +4,832 | 1.31% | Q4 2025 | Jan 22, 2026 |
| Three Cord True Wealth Management, LLC | History | Added to | 370,270 | 18,728 | 10.89% | 11.29% | 117 | +41,632 | 12.67% | Q4 2025 | Feb 05, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 363,141 | 18,367 | 0.85% | 0.89% | 118 | +4,622 | 1.29% | Q4 2025 | Feb 13, 2026 |
| Mason & Associates Inc | History | Added to | 360,214 | 18,219 | 3.43% | 3.5% | 119 | +18,401 | 5.38% | Q4 2025 | Feb 05, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 357,533 | 18,084 | 3.35% | 3.8% | 120 | -24,527 | -6.42% | Q4 2025 | Jan 30, 2026 |
| Ocean Park Asset Management, LLC | History | New | 353,600 | 17,885 | 0.84% | — | 121 | +353,600 | New | Q4 2025 | Jan 15, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 353,004 | 17,854 | 0.96% | 1.22% | 122 | -151,206 | -29.99% | Q4 2025 | Feb 12, 2026 |
| Dynamic Financial Group | History | Added to | 345,322 | 17,466 | 14.9% | 0.5% | 123 | +333,946 | 2935.53% | Q4 2025 | Jan 26, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 340,062 | 17,215 | 0.9% | 1.21% | 124 | -94,578 | -21.76% | Q4 2025 | Mar 04, 2026 |
| Tower Wealth Partners, Inc. | History | Added to | 334,326 | 16,910 | 9.3% | 9.06% | 125 | +9,645 | 2.97% | Q4 2025 | Jan 16, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 329,617 | 16,672 | 0.41% | 0.43% | 126 | -5,728 | -1.71% | Q4 2025 | Jan 28, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 329,031 | 16,642 | 1.87% | 1.88% | 127 | +20,083 | 6.5% | Q4 2025 | Feb 17, 2026 |
| BARD ASSOCIATES INC | History | Added to | 328,256 | 16,603 | 4.26% | 2.34% | 128 | +154,753 | 89.19% | Q4 2025 | Feb 13, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 328,170 | 16,598 | 2.32% | 2.04% | 129 | +257,031 | 361.31% | Q4 2025 | Feb 18, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 321,751 | 16,274 | 5.47% | 4.97% | 130 | +46,059 | 16.71% | Q4 2025 | Apr 24, 2026 |
| Fortis Capital Management LLC | History | Added to | 315,292 | 15,947 | 2.11% | 2.08% | 131 | +24,144 | 8.29% | Q4 2025 | Feb 13, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 314,162 | 15,890 | 1.26% | 0.96% | 132 | +105,192 | 50.34% | Q4 2025 | Jan 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 314,002 | 15,879 | 1.07% | 1.17% | 133 | +7,251 | 2.36% | Q4 2025 | Jan 15, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 313,449 | 15,854 | 1.49% | 1.46% | 134 | +14,726 | 4.93% | Q4 2025 | Jan 23, 2026 |
| Signature Wealth Management Partners, LLC | History | Added to | 310,919 | 15,726 | 7.78% | 7.88% | 135 | +14,569 | 4.92% | Q4 2025 | Feb 02, 2026 |
| Pictet North America Advisors SA | History | Reduced | 309,262 | 15,642 | 1.48% | 2.13% | 136 | -139,120 | -31.03% | Q4 2025 | Jan 16, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 307,228 | 15,539 | 0.18% | 0.27% | 137 | -371 | -0.12% | Q4 2025 | Jan 29, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Added to | 307,123 | 15,534 | 5.47% | 6.07% | 138 | +15,388 | 5.27% | Q4 2025 | Feb 13, 2026 |
| Bienville Capital Management, LLC | History | Added to | 305,216 | 15,437 | 2.45% | 1.53% | 139 | +146,929 | 92.82% | Q4 2025 | Feb 17, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 290,216 | 14,679 | 1.69% | 1.87% | 140 | +159 | 0.05% | Q4 2025 | Feb 17, 2026 |
| Hidden Cove Wealth Management, LLC | History | Added to | 287,652 | 14,549 | 9.42% | 9.57% | 141 | +2,305 | 0.81% | Q4 2025 | Feb 02, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 286,931 | 14,512 | 0.29% | 0.28% | 142 | +19,150 | 7.15% | Q4 2025 | Jan 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 286,696 | 14,501 | 0.03% | — | 143 | +286,696 | New | Q4 2025 | Feb 05, 2026 |
| One Charles Private Wealth Services, LLC | History | Added to | 283,575 | 14,343 | 3.71% | 3.74% | 144 | +3,458 | 1.23% | Q4 2025 | Feb 06, 2026 |
| NBZ Investment Advisors LLC | History | Added to | 280,563 | 14,190 | 6.18% | 6.53% | 145 | +34,158 | 13.86% | Q4 2025 | Feb 03, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 277,195 | 14,020 | 0.24% | 0.25% | 146 | -2,847 | -1.02% | Q4 2025 | Jan 22, 2026 |
| World Investment Advisors | History | Added to | 276,615 | 13,991 | 0.23% | 0.26% | 147 | +30,334 | 12.32% | Q4 2025 | Mar 12, 2026 |
| Nilsine Partners, LLC | History | Added to | 267,732 | 13,541 | 1.17% | 1.07% | 148 | +32,800 | 13.96% | Q4 2025 | Jan 15, 2026 |
| Scarborough Advisors, LLC | History | Added to | 265,174 | 13,412 | 2.26% | 2.3% | 149 | +7,981 | 3.1% | Q4 2025 | Feb 17, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 263,493 | 13,327 | 0.59% | 0.45% | 150 | +86,277 | 48.68% | Q4 2025 | Feb 10, 2026 |
| Fusion Capital, LLC | History | Added to | 261,781 | 13,240 | 3.72% | 2.75% | 151 | +75,300 | 40.38% | Q4 2025 | Feb 04, 2026 |
| L2 Asset Management, LLC | History | Added to | 257,170 | 13,007 | 1.74% | 1.83% | 152 | +7,856 | 3.15% | Q4 2025 | Feb 17, 2026 |
| Sovereign Investment Advisors, LLC | History | Reduced | 256,802 | 12,989 | 3.25% | 5.03% | 153 | -106,342 | -29.28% | Q4 2025 | Feb 13, 2026 |
| RFG Advisory, LLC | History | Reduced | 255,799 | 12,938 | 0.24% | 0.28% | 154 | -12,525 | -4.67% | Q4 2025 | Feb 03, 2026 |
| Financial Enhancement Group LLC | History | Added to | 251,171 | 12,751 | 1.66% | 1.65% | 155 | +7,671 | 3.15% | Q4 2025 | Jan 23, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Added to | 249,455 | 12,617 | 4.18% | 3.73% | 156 | +32,044 | 14.74% | Q4 2025 | Jan 22, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 247,136 | 12,500 | 0.74% | 0.22% | 157 | +171,677 | 227.51% | Q4 2025 | Jan 29, 2026 |
| Santori & Peters, Inc. | History | Added to | 247,123 | 12,499 | 4.27% | 4.48% | 158 | +300 | 0.12% | Q4 2025 | Jan 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 243,147 | 12,298 | 0.1% | 0.02% | 159 | +201,284 | 480.82% | Q4 2025 | Jan 05, 2026 |
| RiverTree Advisors, LLC | History | Added to | 242,264 | 12,253 | 7.81% | 7.65% | 160 | +7,174 | 3.05% | Q4 2025 | Jan 15, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 239,298 | 12,103 | 0.75% | 0.14% | 161 | +200,861 | 522.57% | Q4 2025 | Feb 11, 2026 |
| Bell Bank | History | Added to | 238,849 | 12,080 | 0.52% | 0.2% | 162 | +149,435 | 167.13% | Q4 2025 | Jan 14, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Added to | 238,540 | 12,065 | 4.28% | 3.91% | 163 | +29,320 | 14.01% | Q4 2025 | Feb 13, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 237,680 | 12,021 | 3.08% | 0.71% | 164 | +184,901 | 350.33% | Q4 2025 | Jan 13, 2026 |
| a16z Perennial Management, L.P. | History | New | 237,049 | 11,989 | 0.9% | — | 165 | +237,049 | New | Q4 2025 | Feb 10, 2026 |
| BIP Wealth, LLC | History | New | 236,093 | 11,941 | 0.42% | — | 166 | +236,093 | New | Q4 2025 | Jan 21, 2026 |
| Mutual Advisors, LLC | History | Reduced | 233,293 | 11,799 | 0.25% | 0.29% | 167 | -25,282 | -9.78% | Q4 2025 | Feb 02, 2026 |
| PFG Advisors | History | Added to | 231,691 | 11,718 | 0.57% | 0.46% | 168 | +9,745 | 4.39% | Q4 2025 | Jan 27, 2026 |
| Secure Asset Management, LLC | History | Added to | 229,872 | 11,626 | 1.82% | 1.78% | 169 | +15,789 | 7.38% | Q4 2025 | Jan 20, 2026 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | History | New | 228,809 | 11,573 | 7.01% | — | 171 | +228,809 | New | Q4 2025 | Feb 11, 2026 |
| TPG Financial Advisors, LLC | History | Added to | 228,810 | 11,573 | 3.86% | 3.27% | 170 | +56,138 | 32.51% | Q4 2025 | Feb 06, 2026 |
| IFG Advisory, LLC | History | Added to | 228,463 | 11,555 | 0.5% | 0.49% | 172 | +14,229 | 6.64% | Q4 2025 | Feb 10, 2026 |
| MRA Advisory Group | History | Reduced | 227,071 | 11,485 | 4.82% | 5.16% | 173 | -5,759 | -2.47% | Q4 2025 | Jan 16, 2026 |
| IHT Wealth Management, LLC | History | Added to | 226,665 | 11,464 | 0.28% | 0.25% | 174 | +35,057 | 18.3% | Q4 2025 | Feb 17, 2026 |
| WT Wealth Management | History | Reduced | 226,111 | 11,436 | 3.29% | 3.63% | 176 | -22,292 | -8.97% | Q4 2025 | Feb 02, 2026 |
| Denver PWM, LLC | History | No change | 225,355 | 11,436 | 3.82% | 3.57% | 175 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SeaBridge Investment Advisors LLC | History | Reduced | 225,038 | 11,382 | 1.88% | 1.93% | 177 | -8,792 | -3.76% | Q4 2025 | Jan 26, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 223,145 | 11,286 | 0.34% | 0.32% | 178 | +15,609 | 7.52% | Q4 2025 | Feb 11, 2026 |
| Petix & Botte Co | History | Added to | 223,026 | 11,280 | 2.56% | 2.27% | 179 | +29,326 | 15.14% | Q4 2025 | Feb 05, 2026 |
| Waverly Advisors, LLC | History | Added to | 220,573 | 11,156 | 0.09% | 0.11% | 180 | +5,505 | 2.56% | Q4 2025 | Feb 17, 2026 |
| Cynosure Group, LLC | History | Added to | 220,323 | 11,143 | 1.13% | 1.05% | 181 | +30,342 | 15.97% | Q4 2025 | Feb 17, 2026 |
| HEADINVEST, LLC | History | Added to | 219,745 | 11,114 | 2.21% | 2.28% | 182 | +2,500 | 1.15% | Q4 2025 | Feb 02, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | History | Added to | 215,131 | 10,881 | 0.74% | 0.73% | 183 | +3,612 | 1.71% | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 214,441 | 10,846 | 0.04% | 0.06% | 184 | -42,278 | -16.47% | Q4 2025 | Feb 18, 2026 |
| Black Swift Group, LLC | History | Added to | 157,625 | 10,824 | 1.8% | 1.26% | 185 | +16,545 | 11.73% | Q4 2025 | Feb 10, 2026 |
| COURIER CAPITAL LLC | History | Added to | 212,228 | 10,734 | 0.6% | 0.54% | 186 | +27,227 | 14.72% | Q4 2025 | Jan 29, 2026 |
| Northland Capital Management LLC | History | Added to | 211,904 | 10,718 | 6.0% | 5.98% | 187 | +10,578 | 5.25% | Q4 2025 | Jan 20, 2026 |
| Compass Financial Group, Inc. | History | Reduced | 211,847 | 10,715 | 4.73% | 4.84% | 188 | -420 | -0.2% | Q4 2025 | Feb 05, 2026 |
| Paragon Advisors, LLC | History | Added to | 210,504 | 10,647 | 2.89% | 2.71% | 189 | +4,308 | 2.09% | Q4 2025 | Jan 12, 2026 |
| Weaver Consulting Group | History | Reduced | 207,526 | 10,496 | 2.57% | 3.22% | 190 | -41,654 | -16.72% | Q4 2025 | Feb 10, 2026 |
| Visionary Wealth Advisors | History | Added to | 207,163 | 10,478 | 0.47% | 0.36% | 191 | +56,967 | 37.93% | Q4 2025 | Feb 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 205,807 | 10,409 | 0.36% | 0.36% | 192 | +10,408 | 5.33% | Q4 2025 | Jan 14, 2026 |
| Border to Coast Pensions Partnership Ltd | History | Reduced | 200,000 | 10,134 | 0.18% | 0.35% | 193 | -200,000 | -50.0% | Q4 2025 | Jan 26, 2026 |
| Ifrah Financial Services, Inc. | History | Added to | 200,342 | 10,133 | 2.6% | 2.6% | 194 | +3,144 | 1.59% | Q4 2025 | Jan 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 199,050 | 10,067 | 0.06% | 0.06% | 195 | -3,854 | -1.9% | Q4 2025 | Feb 12, 2026 |
| Rothschild Wealth LLC | History | Added to | 196,910 | 9,959 | 0.96% | 0.92% | 196 | +113,747 | 136.78% | Q4 2025 | Feb 17, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 195,998 | 9,913 | 2.4% | 2.37% | 197 | +20,471 | 11.66% | Q4 2025 | Feb 02, 2026 |
| Split Rock Private Trading & Wealth Management, LLC | History | New | 195,844 | 9,905 | 7.94% | — | 198 | +195,844 | New | Q4 2025 | Jan 23, 2026 |
| White Pine Investment CO | History | Added to | 195,464 | 9,887 | 2.33% | 1.13% | 199 | +101,716 | 108.5% | Q4 2025 | Jan 28, 2026 |
| Atlas Wealth LLC | History | Reduced | 194,227 | 9,824 | 2.98% | 3.6% | 200 | -25,189 | -11.48% | Q4 2025 | Feb 05, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 192,008 | 9,712 | 0.44% | 0.44% | 201 | +6,749 | 3.64% | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 190,124 | 9,616 | 0.14% | 0.14% | 202 | +2,157 | 1.15% | Q4 2025 | Feb 17, 2026 |
| Prasad Wealth Partners, LLC | History | Reduced | 189,131 | 9,566 | 2.55% | 2.68% | 203 | -203 | -0.11% | Q4 2025 | Jan 27, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 188,072 | 9,512 | 0.14% | 0.13% | 204 | -16,234 | -7.95% | Q4 2025 | Feb 02, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 186,603 | 9,438 | 3.11% | 3.1% | 205 | +11,816 | 6.76% | Q4 2025 | Feb 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 185,725 | 9,393 | 0.12% | 0.14% | 206 | -4,519 | -2.38% | Q4 2025 | Feb 10, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 182,818 | 9,246 | 0.7% | 0.74% | 207 | -8,490 | -4.44% | Q4 2025 | Jan 23, 2026 |
| True North Advisors, LLC | History | New | 181,385 | 9,174 | 1.19% | — | 208 | +181,385 | New | Q4 2025 | Jan 22, 2026 |
| Beacon Harbor Wealth Advisors, Inc. | History | Added to | 180,866 | 9,148 | 2.03% | 1.99% | 209 | +12,817 | 7.63% | Q4 2025 | Jan 23, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 178,236 | 9,015 | 0.13% | 0.13% | 210 | +6,055 | 3.52% | Q4 2025 | Feb 09, 2026 |
| Northeast Financial Group, Inc. | History | Added to | 173,864 | 8,794 | 1.99% | 1.89% | 211 | +24,381 | 16.31% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 173,577 | 8,779 | 0.0% | 0.0% | 212 | +75,588 | 77.14% | Q4 2025 | Feb 17, 2026 |
| eCIO, Inc. | History | Added to | 171,732 | 8,686 | 4.05% | 2.34% | 213 | +48,368 | 39.21% | Q4 2025 | Jan 20, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 170,136 | 8,605 | 5.69% | 5.88% | 214 | +1,090 | 0.64% | Q4 2025 | Feb 11, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Added to | 169,631 | 8,579 | 3.17% | 2.35% | 215 | +47,387 | 38.76% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 169,115 | 8,553 | 0.0% | 0.01% | 216 | -2,720,100 | -94.15% | Q4 2025 | Feb 11, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 168,237 | 8,509 | 1.99% | 1.94% | 217 | +12,237 | 7.84% | Q4 2025 | Feb 05, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 168,094 | 8,502 | 0.21% | 0.18% | 218 | +22,426 | 15.4% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 166,645 | 8,428 | 0.01% | 0.0% | 219 | +37,411 | 28.95% | Q4 2025 | Feb 17, 2026 |
| Generation Capital Management LLC | History | Added to | 166,268 | 8,409 | 5.45% | 5.57% | 220 | +14,696 | 9.7% | Q4 2025 | Feb 13, 2026 |
| Magnolia Private Wealth, LLC | History | Added to | 165,695 | 8,380 | 5.86% | 5.67% | 221 | +13,362 | 8.77% | Q4 2025 | Feb 06, 2026 |
| Westover Capital Advisors, LLC | History | Added to | 165,014 | 8,346 | 1.52% | 1.4% | 222 | +16,401 | 11.04% | Q4 2025 | Feb 09, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 164,958 | 8,343 | 0.71% | 0.65% | 223 | +19,875 | 13.7% | Q4 2025 | Jan 21, 2026 |
| Westview Management dba Westview Investment Advisors | History | New | 164,442 | 8,317 | 3.96% | — | 224 | +164,442 | New | Q4 2025 | Jan 09, 2026 |
| IVC Wealth Advisors LLC | History | Added to | 163,754 | 8,282 | 3.6% | 3.4% | 225 | +14,100 | 9.42% | Q4 2025 | Jan 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 163,125 | 8,250 | 0.17% | 0.23% | 226 | -36,102 | -18.12% | Q4 2025 | Feb 09, 2026 |
| HALL CAPITAL MANAGEMENT CO INC | History | Added to | 163,067 | 8,247 | 3.18% | 2.97% | 227 | +14,838 | 10.01% | Q4 2025 | Feb 17, 2026 |
| Blue Edge Capital, LLC | History | Added to | 162,370 | 8,212 | 1.1% | 1.07% | 228 | +14,646 | 9.91% | Q4 2025 | Feb 12, 2026 |
| Regent Peak Wealth Advisors LLC | History | Reduced | 161,757 | 8,181 | 1.61% | 1.68% | 229 | -3,417 | -2.07% | Q4 2025 | Jan 08, 2026 |
| Kensington Asset Management, LLC | History | New | 161,644 | 8,174 | 0.42% | — | 230 | +161,644 | New | Q4 2025 | Feb 13, 2026 |
| HCR Wealth Advisors | History | Added to | 161,453 | 8,166 | 0.81% | 0.81% | 231 | +6,274 | 4.04% | Q4 2025 | Jan 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 160,465 | 8,116 | 0.09% | 0.07% | 232 | +68,977 | 75.39% | Q4 2025 | Jan 23, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 159,800 | 8,082 | 2.13% | 2.08% | 233 | +14,118 | 9.69% | Q4 2025 | Feb 06, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 156,812 | 7,931 | 0.56% | 0.56% | 234 | +17,064 | 12.21% | Q4 2025 | Jan 21, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 155,169 | 7,848 | 5.04% | 5.56% | 235 | -11,197 | -6.73% | Q4 2025 | Feb 17, 2026 |
| STEPHENS INC /AR/ | History | Added to | 153,149 | 7,746 | 0.1% | 0.09% | 236 | +17,456 | 12.86% | Q4 2025 | Feb 05, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 152,728 | 7,724 | 0.68% | 0.69% | 237 | +148 | 0.1% | Q4 2025 | Feb 06, 2026 |
| Apollon Financial, LLC | History | Added to | 152,406 | 7,708 | 1.12% | 1.16% | 238 | +15,068 | 10.97% | Q4 2025 | Jan 22, 2026 |
| Tidal Investments LLC | History | Added to | 150,380 | 7,606 | 0.02% | 0.01% | 239 | +35,761 | 31.2% | Q4 2025 | Feb 13, 2026 |
| Davis Investment Partners, LLC | History | Added to | 148,788 | 7,530 | 2.63% | 2.55% | 240 | +1,016 | 0.69% | Q4 2025 | Jan 06, 2026 |
| QVT Financial LP | History | No change | 148,582 | 7,515 | 0.64% | 0.53% | 241 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sovran Advisors, LLC | History | Reduced | 148,045 | 7,502 | 0.64% | 0.74% | 242 | -16,722 | -10.15% | Q4 2025 | Jan 20, 2026 |
| RB Capital Management, LLC | History | Reduced | 147,171 | 7,443 | 1.48% | 1.57% | 243 | -2,283 | -1.53% | Q4 2025 | Feb 03, 2026 |
| SEVEN MILE ADVISORY | History | Added to | 145,345 | 7,351 | 1.26% | 1.18% | 244 | +838 | 0.58% | Q4 2025 | Feb 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 144,703 | 7,319 | 0.03% | 0.02% | 245 | +14,827 | 11.42% | Q4 2025 | Feb 06, 2026 |
| Lido Advisors, LLC | History | Added to | 141,716 | 7,172 | 0.02% | 0.01% | 246 | +60,166 | 73.78% | Q4 2025 | Feb 10, 2026 |
| Bowman & Co S.C. | History | Reduced | 141,616 | 7,162 | 3.02% | 3.07% | 247 | -1,548 | -1.08% | Q4 2025 | Jan 23, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 140,672 | 7,115 | 0.05% | 0.04% | 248 | +41,777 | 42.24% | Q4 2025 | Feb 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 139,924 | 7,077 | 0.0% | 0.0% | 249 | +89,666 | 178.41% | Q4 2025 | Feb 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 139,755 | 7,068 | 0.53% | 0.53% | 250 | +13,001 | 10.26% | Q4 2025 | Jan 07, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 139,420 | 7,051 | 1.33% | 1.43% | 251 | -6,733 | -4.61% | Q4 2025 | Jan 30, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 138,919 | 7,026 | 0.18% | 0.22% | 252 | -23,527 | -14.48% | Q4 2025 | Jan 23, 2026 |
| Gotham Asset Management, LLC | History | Added to | 138,548 | 7,007 | 0.03% | 0.03% | 253 | +20,132 | 17.0% | Q4 2025 | Feb 17, 2026 |
| Argent Trust Co | History | Added to | 135,814 | 6,869 | 0.24% | 0.23% | 254 | +6,204 | 4.79% | Q4 2025 | Feb 10, 2026 |
| Clearview Wealth Advisors LLC | History | Added to | 135,166 | 6,836 | 4.33% | 4.08% | 255 | +9,667 | 7.7% | Q4 2025 | Feb 17, 2026 |
| Future Financial Wealth Managment LLC | History | Added to | 133,030 | 6,751 | 4.54% | 3.84% | 256 | +12,737 | 10.59% | Q4 2025 | Jan 21, 2026 |
| Savant Capital, LLC | History | Reduced | 133,008 | 6,727 | 0.04% | 0.04% | 257 | -8,585 | -6.06% | Q4 2025 | Feb 10, 2026 |
| Quad-Cities Investment Group, LLC | History | Reduced | 131,677 | 6,660 | 2.75% | 3.12% | 258 | -12,427 | -8.62% | Q4 2025 | Jan 14, 2026 |
| IFP Advisors, Inc | History | Added to | 131,613 | 6,656 | 0.15% | 0.16% | 259 | +13,984 | 11.89% | Q4 2025 | Feb 06, 2026 |
| Facet Wealth, Inc. | History | Added to | 130,979 | 6,653 | 0.12% | 0.05% | 260 | +84,163 | 179.77% | Q4 2025 | Jan 29, 2026 |
| Summit Financial, LLC | History | Added to | 131,439 | 6,648 | 0.1% | 0.09% | 261 | +16,119 | 13.98% | Q4 2025 | Feb 13, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 130,565 | 6,604 | 1.45% | 1.54% | 262 | -2,369 | -1.78% | Q4 2025 | Feb 11, 2026 |
| Dogwood Wealth Management LLC | History | Reduced | 130,395 | 6,595 | 2.9% | 3.46% | 263 | -19,451 | -12.98% | Q4 2025 | Feb 04, 2026 |
| Beverly Hills Private Wealth, LLC | History | Added to | 128,962 | 6,522 | 1.12% | 1.07% | 264 | +9,506 | 7.96% | Q4 2025 | Feb 17, 2026 |
| LeClair Wealth Partners LLC | History | Added to | 128,444 | 6,496 | 3.77% | 3.02% | 265 | +32,879 | 34.4% | Q4 2025 | Feb 11, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Added to | 128,328 | 6,490 | 2.79% | 2.83% | 266 | +6,697 | 5.51% | Q4 2025 | Jan 22, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 126,378 | 6,392 | 0.16% | 0.05% | 267 | +90,913 | 256.35% | Q4 2025 | Feb 09, 2026 |
| Englebert Financial Advisers, LLC | History | New | 125,500 | 6,347 | 7.26% | — | 268 | +125,500 | New | Q4 2025 | Feb 04, 2026 |
| FORM Wealth Advisors, LLC | History | New | 125,430 | 6,344 | 0.74% | — | 269 | +125,430 | New | Q4 2025 | Jan 28, 2026 |
| Schwallier Wealth Management LLC | History | Added to | 125,005 | 6,334 | 4.05% | 3.93% | 270 | +913 | 0.74% | Q4 2025 | Feb 11, 2026 |
| Retirement Management Systems Inc. | History | New | 125,056 | 6,325 | 1.62% | — | 271 | +125,056 | New | Q4 2025 | Feb 12, 2026 |
| E6 Portfolios, LLC | History | New | 125,038 | 6,324 | 7.23% | — | 272 | +125,038 | New | Q4 2025 | Feb 13, 2026 |
| WESPAC Advisors SoCal, LLC | History | Reduced | 123,632 | 6,253 | 1.26% | 1.29% | 273 | -1,348 | -1.08% | Q4 2025 | Jan 07, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 121,346 | 6,137 | 0.5% | 0.52% | 274 | +3,115 | 2.63% | Q4 2025 | Jan 23, 2026 |
| Guardian Financial Partners, LLC | History | Reduced | 121,226 | 6,131 | 2.59% | 2.88% | 275 | -13,409 | -9.96% | Q4 2025 | Jan 14, 2026 |
| Bensler, LLC | History | Reduced | 120,579 | 6,098 | 0.61% | 3.05% | 276 | -457,639 | -79.15% | Q4 2025 | Feb 04, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 120,194 | 6,090 | 1.02% | 1.06% | 277 | -572 | -0.47% | Q4 2025 | Feb 06, 2026 |
| Magnus Financial Group LLC | History | Reduced | 120,373 | 6,088 | 0.46% | 0.73% | 278 | -61,535 | -33.83% | Q4 2025 | Jan 07, 2026 |
| NEXPOINT ASSET MANAGEMENT, L.P. | History | New | 120,060 | 6,072 | 0.42% | — | 279 | +120,060 | New | Q4 2025 | Feb 17, 2026 |
| BNB Wealth Management, LLC | History | New | 119,966 | 6,067 | 3.91% | — | 280 | +119,966 | New | Q4 2025 | Feb 17, 2026 |
| PARAGON CAPITAL MANAGEMENT INC | History | Added to | 119,937 | 6,066 | 4.69% | 4.45% | 281 | +2,797 | 2.39% | Q4 2025 | Jan 23, 2026 |
| Ridgeline Wealth, LLC | History | Added to | 119,203 | 6,029 | 4.18% | 4.11% | 282 | +9,482 | 8.64% | Q4 2025 | Jan 08, 2026 |
| LINCOLN CAPITAL CORP | History | Reduced | 118,320 | 5,984 | 2.13% | 2.97% | 283 | -44,119 | -27.16% | Q4 2025 | Jan 23, 2026 |
| CPC Advisors, LLC | History | Added to | 117,420 | 5,939 | 0.6% | 0.62% | 284 | +1,090 | 0.94% | Q4 2025 | Jan 28, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 116,102 | 5,872 | 0.24% | 0.21% | 285 | +17,443 | 17.68% | Q4 2025 | Feb 09, 2026 |
| Stewardship Advisors, LLC | History | Added to | 115,555 | 5,844 | 1.35% | 1.34% | 286 | +3,592 | 3.21% | Q4 2025 | Jan 15, 2026 |
| Innova Wealth Partners | History | Added to | 115,126 | 5,823 | 2.94% | 2.53% | 287 | +22,881 | 24.8% | Q4 2025 | Jan 07, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 114,726 | 5,802 | 1.22% | 1.26% | 288 | +5,087 | 4.64% | Q4 2025 | Jan 23, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 112,755 | 5,703 | 0.38% | 0.39% | 289 | +152 | 0.13% | Q4 2025 | Feb 20, 2026 |
| Kelly Financial Services LLC | History | Added to | 112,574 | 5,693 | 1.43% | 1.21% | 290 | +20,286 | 21.98% | Q4 2025 | Jan 13, 2026 |
| Anfield Capital Management, LLC | History | Added to | 112,196 | 5,674 | 1.79% | 1.65% | 291 | +1,537 | 1.39% | Q4 2025 | Feb 03, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 111,629 | 5,646 | 0.04% | 0.04% | 292 | +2,284 | 2.09% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Reduced | 111,623 | 5,645 | 0.0% | 0.01% | 293 | -28,494 | -20.34% | Q4 2025 | Feb 17, 2026 |
| Bogart Wealth, LLC | History | Reduced | 111,405 | 5,634 | 0.23% | 0.75% | 294 | -250,844 | -69.25% | Q4 2025 | Jan 30, 2026 |
| Westwood Wealth Management | History | New | 108,762 | 5,501 | 4.14% | — | 295 | +108,762 | New | Q4 2025 | Jan 20, 2026 |
| Lionshead Wealth Management, LLC | History | Added to | 108,762 | 5,501 | 4.14% | 3.46% | 296 | +22,899 | 26.67% | Q4 2025 | Jan 13, 2026 |
| Sigma Planning Corp | History | Added to | 108,665 | 5,496 | 0.15% | 0.13% | 297 | +20,200 | 22.83% | Q4 2025 | Jan 30, 2026 |
| VIAWEALTH, LLC | History | Added to | 108,109 | 5,468 | 3.08% | 2.6% | 298 | +14,209 | 15.13% | Q4 2025 | Feb 10, 2026 |
| Marshall Financial Group, LLC | History | Added to | 105,216 | 5,321 | 1.03% | 1.0% | 299 | +3,883 | 3.83% | Q4 2025 | Jan 09, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 105,171 | 5,319 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | New | 104,235 | 5,272 | 2.37% | — | 301 | +104,235 | New | Q4 2025 | Feb 06, 2026 |
| Auour Investments LLC | History | Added to | 103,539 | 5,236 | 1.67% | 1.52% | 302 | +11,687 | 12.72% | Q4 2025 | Jan 12, 2026 |
| Three Magnolias Financial Advisors, LLC | History | Added to | 102,567 | 5,187 | 3.22% | 3.15% | 303 | +2,794 | 2.8% | Q4 2025 | Jan 20, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 101,679 | 5,160 | 0.16% | 0.18% | 304 | -3,867 | -3.66% | Q4 2025 | Jan 23, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 100,000 | 5,067 | 0.02% | 0.02% | 305 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 99,584 | 5,036 | 0.09% | 0.12% | 307 | -7,032 | -6.6% | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | Reduced | 99,565 | 5,036 | 0.03% | 0.03% | 306 | -1,540 | -1.52% | Q4 2025 | Feb 13, 2026 |
| GatePass Capital, LLC | History | Added to | 99,050 | 5,009 | 2.58% | 2.8% | 308 | +3,500 | 3.66% | Q4 2025 | Feb 09, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 98,941 | 5,004 | 0.28% | 0.29% | 309 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CVS HEALTH Corp | History | New | 98,795 | 4,997 | 3.69% | — | 310 | +98,795 | New | Q4 2025 | Feb 13, 2026 |
| Cox Capital Mgt LLC | History | Added to | 97,802 | 4,954 | 3.08% | 3.16% | 311 | +2,606 | 2.74% | Q4 2025 | Jan 14, 2026 |
| COMERICA BANK | History | Reduced | 97,806 | 4,947 | 0.02% | 0.03% | 312 | -43,575 | -30.82% | Q4 2025 | Jan 29, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 97,171 | 4,914 | 0.23% | 0.2% | 313 | +15,530 | 19.02% | Q4 2025 | Feb 13, 2026 |
| MBA Advisors LLC | History | Added to | 95,921 | 4,851 | 1.96% | 1.48% | 314 | +27,571 | 40.34% | Q4 2025 | Jan 21, 2026 |
| Miller Global Investments, LLC | History | New | 95,792 | 4,845 | 4.39% | — | 315 | +95,792 | New | Q4 2025 | Jan 05, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 95,756 | 4,842 | 0.14% | — | 316 | +95,756 | New | Q4 2025 | Feb 13, 2026 |
| Flagship Capital Management Inc. | History | New | 94,757 | 4,792 | 3.39% | — | 317 | +94,757 | New | Q4 2025 | Jan 22, 2026 |
| Knott David M Jr | History | Reduced | 93,528 | 4,730 | 2.19% | 8.96% | 318 | -344,226 | -78.63% | Q4 2025 | Feb 12, 2026 |
| VestGen Advisors, LLC | History | Reduced | 93,469 | 4,727 | 0.2% | 0.17% | 320 | -8,351 | -8.2% | Q4 2025 | Feb 17, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 93,462 | 4,727 | 0.58% | 0.57% | 319 | +347 | 0.37% | Q4 2025 | Jan 07, 2026 |
| Mainsail Financial Group, LLC | History | Reduced | 93,272 | 4,717 | 1.96% | 2.06% | 321 | -1,052 | -1.12% | Q4 2025 | Jan 23, 2026 |
| J.Safra Asset Management Corp | History | Added to | 92,673 | 4,687 | 0.25% | 0.27% | 322 | +5,684 | 6.53% | Q4 2025 | Feb 11, 2026 |
| Goelzer Investment Management, Inc. | History | Added to | 92,458 | 4,676 | 0.22% | 0.23% | 323 | +8,826 | 10.55% | Q4 2025 | Jan 14, 2026 |
| CRA Financial Services, LLC | History | Added to | 92,403 | 4,673 | 0.61% | 0.62% | 324 | +3,843 | 4.34% | Q4 2025 | Jan 16, 2026 |
| Blackhawk Capital Partners, LLC | History | Reduced | 92,354 | 4,671 | 1.75% | 3.13% | 325 | -66,253 | -41.77% | Q4 2025 | Feb 04, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Added to | 92,238 | 4,665 | 1.28% | 0.44% | 326 | +61,906 | 204.09% | Q4 2025 | Jan 14, 2026 |
| Traub Capital Management LLC | History | Added to | 92,128 | 4,659 | 4.48% | 4.0% | 327 | +12,485 | 15.68% | Q4 2025 | Jan 29, 2026 |
| Align Financial, LLC | History | New | 4,653 | 4,653 | 0.0% | — | 328 | +4,653 | New | Q4 2025 | Feb 17, 2026 |
| Vise Technologies, Inc. | History | Added to | 91,913 | 4,648 | 0.09% | 0.03% | 329 | +74,376 | 424.11% | Q4 2025 | Feb 11, 2026 |
| Prospera Financial Services Inc | History | Added to | 91,231 | 4,615 | 0.08% | 0.08% | 330 | +1,529 | 1.7% | Q4 2025 | Feb 09, 2026 |
| OneAscent Wealth Management LLC | History | Added to | 90,577 | 4,581 | 1.52% | 1.43% | 331 | +6,640 | 7.91% | Q4 2025 | Feb 11, 2026 |
| Crumly & Associates Inc. | History | Reduced | 90,261 | 4,565 | 0.96% | 1.08% | 332 | -6,559 | -6.77% | Q4 2025 | Jan 14, 2026 |
| Legacy Capital Group California, Inc. | History | Reduced | 89,618 | 4,532 | 1.1% | 1.2% | 333 | -3,141 | -3.39% | Q4 2025 | Jan 28, 2026 |
| Empowered Funds, LLC | History | Added to | 89,268 | 4,515 | 0.08% | 0.04% | 334 | +12,456 | 16.22% | Q4 2025 | Feb 18, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 89,135 | 4,508 | 0.04% | 0.04% | 335 | +3,670 | 4.29% | Q4 2025 | Feb 13, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 87,858 | 4,443 | 0.2% | 0.23% | 336 | -19,914 | -18.48% | Q4 2025 | Feb 17, 2026 |
| Mattson Financial Services, LLC | History | Added to | 87,656 | 4,433 | 1.04% | 0.94% | 337 | +10,609 | 13.77% | Q4 2025 | Feb 12, 2026 |
| Valmark Advisers, Inc. | History | Added to | 86,171 | 4,358 | 0.05% | 0.05% | 338 | +14,154 | 19.65% | Q4 2025 | Jan 26, 2026 |
| Accel Wealth Management | History | Reduced | 86,045 | 4,352 | 1.19% | 1.3% | 339 | -1,836 | -2.09% | Q4 2025 | Jan 20, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 83,344 | 4,215 | 0.9% | 0.81% | 340 | +9,940 | 13.54% | Q4 2025 | Jan 16, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 81,886 | 4,142 | 0.05% | 0.05% | 341 | -4,609 | -5.33% | Q4 2025 | Feb 02, 2026 |
| Asset Allocation & Management Company, LLC | History | Reduced | 81,636 | 4,129 | 1.64% | 1.92% | 342 | -8,200 | -9.13% | Q4 2025 | Jan 12, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 80,812 | 4,087 | 0.26% | 0.26% | 343 | +4,297 | 5.62% | Q4 2025 | Feb 18, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 80,435 | 4,068 | 0.33% | 0.29% | 344 | +13,190 | 19.61% | Q4 2025 | Jan 27, 2026 |
| Pathstone Holdings, LLC | History | New | 79,999 | 4,046 | 0.02% | — | 345 | +79,999 | New | Q4 2025 | Feb 13, 2026 |
| M.E. ALLISON & CO., INC. | History | Reduced | 79,949 | 4,043 | 2.75% | 2.91% | 346 | -2,460 | -2.99% | Q4 2025 | Jan 12, 2026 |
| Bulwark Capital Corp | History | Reduced | 79,295 | 4,010 | 2.85% | 3.5% | 347 | -9,358 | -10.56% | Q4 2025 | Jan 12, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Added to | 78,960 | 3,993 | 2.66% | 2.43% | 348 | +12,304 | 18.46% | Q4 2025 | Jan 07, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 77,375 | 3,913 | 1.29% | 1.39% | 349 | -1,830 | -2.31% | Q4 2025 | Feb 05, 2026 |
| Value Investment Professionals, LLC | History | New | 77,116 | 3,900 | 4.09% | — | 350 | +77,116 | New | Q4 2025 | Feb 11, 2026 |
| Belpointe Asset Management LLC | History | Added to | 76,871 | 3,888 | 0.14% | 0.06% | 351 | +47,913 | 165.46% | Q4 2025 | Jan 27, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 76,770 | 3,883 | 1.41% | 1.67% | 352 | +142 | 0.19% | Q4 2025 | Feb 12, 2026 |
| AXS Investments LLC | History | Reduced | 76,499 | 3,869 | 1.86% | 2.26% | 353 | -25,618 | -25.09% | Q4 2025 | Feb 10, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 76,366 | 3,862 | 0.05% | 0.06% | 354 | -50,558 | -39.83% | Q4 2025 | Feb 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 75,087 | 3,797 | 0.2% | 0.21% | 355 | +8,654 | 13.03% | Q4 2025 | Jan 26, 2026 |
| Millennium Capital Advisors, LLC | History | Added to | 74,887 | 3,787 | 2.23% | 1.99% | 356 | +10,119 | 15.62% | Q4 2025 | Feb 05, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | Reduced | 74,521 | 3,776 | 2.57% | 2.37% | 357 | -55,472 | -42.67% | Q4 2025 | Feb 17, 2026 |
| RPg Family Wealth Advisory, LLC | History | Added to | 74,552 | 3,770 | 0.83% | 0.83% | 358 | +34 | 0.05% | Q4 2025 | Feb 13, 2026 |
| waypoint wealth counsel | History | Reduced | 74,450 | 3,765 | 1.38% | 1.6% | 359 | -5,272 | -6.61% | Q4 2025 | Jan 28, 2026 |
| CHANNEL WEALTH LLC | History | Added to | 74,379 | 3,762 | 0.95% | 0.43% | 360 | +42,994 | 136.99% | Q4 2025 | Feb 03, 2026 |
| TFR Capital, LLC. | History | Added to | 73,555 | 3,720 | 1.23% | 1.19% | 361 | +3,384 | 4.82% | Q4 2025 | Jan 27, 2026 |
| Inspire Advisors, LLC | History | Added to | 73,076 | 3,696 | 0.34% | 0.3% | 362 | +11,443 | 18.57% | Q4 2025 | Feb 13, 2026 |
| Trajan Wealth LLC | History | Reduced | 71,970 | 3,640 | 0.15% | 0.16% | 363 | -364 | -0.5% | Q4 2025 | Feb 06, 2026 |
| Fortitude Family Office, LLC | History | New | 71,445 | 3,613 | 0.84% | — | 364 | +71,445 | New | Q4 2025 | Jan 15, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Reduced | 71,395 | 3,611 | 1.97% | 2.01% | 365 | -4,185 | -5.54% | Q4 2025 | Jan 28, 2026 |
| Calamos Advisors LLC | History | Added to | 71,223 | 3,602 | 0.01% | 0.01% | 366 | +7,010 | 10.92% | Q4 2025 | Jan 29, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 70,854 | 3,583 | 0.01% | 0.01% | 367 | -80,095 | -53.06% | Q4 2025 | Feb 10, 2026 |
| Stirlingshire Investments, Inc. | History | New | 70,520 | 3,566 | 3.16% | — | 368 | +70,520 | New | Q4 2025 | Feb 11, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | New | 70,452 | 3,563 | 1.88% | — | 369 | +70,452 | New | Q4 2025 | Feb 23, 2026 |
| RDA Financial Network | History | Reduced | 70,438 | 3,562 | 0.86% | 0.88% | 370 | -145 | -0.21% | Q4 2025 | Jan 06, 2026 |
| StrongBox Wealth, LLC | History | Added to | 70,143 | 3,547 | 1.17% | 0.97% | 371 | +13,812 | 24.52% | Q4 2025 | Jan 21, 2026 |
| Cerity Partners LLC | History | Added to | 69,684 | 3,524 | 0.01% | 0.0% | 372 | +48,716 | 232.33% | Q4 2025 | Feb 11, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 68,340 | 3,456 | 0.01% | 0.0% | 373 | +59,254 | 652.15% | Q4 2025 | Feb 13, 2026 |
| Brown Financial Advisors | History | Added to | 67,754 | 3,426 | 1.25% | 1.27% | 374 | +92 | 0.14% | Q4 2025 | Feb 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 67,688 | 3,423 | 0.08% | 0.09% | 375 | +1,940 | 2.95% | Q4 2025 | Jan 29, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 67,665 | 3,422 | 0.33% | 0.36% | 376 | -710 | -1.04% | Q4 2025 | Feb 13, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 67,316 | 3,404 | 0.08% | 0.08% | 377 | +5,432 | 8.78% | Q4 2025 | Feb 10, 2026 |
| Family Office Research LLC | History | Added to | 66,971 | 3,385 | 1.38% | 0.74% | 379 | +33,834 | 102.1% | Q4 2025 | Feb 09, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Reduced | 66,933 | 3,385 | 0.46% | 0.5% | 378 | -2,969 | -4.25% | Q4 2025 | Feb 12, 2026 |
| Aureum Wealth Management, LLC | History | New | 66,327 | 3,354 | 3.11% | — | 380 | +66,327 | New | Q4 2025 | Jan 28, 2026 |
| Andina Capital Management, LLC | History | Added to | 66,232 | 3,350 | 2.03% | 1.12% | 381 | +27,322 | 70.22% | Q4 2025 | Feb 12, 2026 |
| NovaPoint Capital, LLC | History | Reduced | 65,714 | 3,323 | 0.86% | 0.84% | 382 | -2,051 | -3.03% | Q4 2025 | Jan 21, 2026 |
| URS Advisory LLC | History | New | 65,649 | 3,320 | 2.76% | — | 383 | +65,649 | New | Q4 2025 | Feb 17, 2026 |
| Liberty Atlantic Advisors LLC | History | New | 64,788 | 3,276 | 3.22% | — | 384 | +64,788 | New | Q4 2025 | Feb 03, 2026 |
| TrueMark Investments, LLC | History | New | 63,867 | 3,230 | 0.62% | — | 385 | +63,867 | New | Q4 2025 | Jan 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 63,200 | 3,196 | 0.0% | 0.0% | 386 | -331,294 | -83.98% | Q4 2025 | Feb 17, 2026 |
| Financial Partners Group, Inc | History | Reduced | 62,140 | 3,148 | 0.36% | 0.41% | 387 | -2,343 | -3.63% | Q4 2025 | Feb 03, 2026 |
| Precision Wealth Strategies, LLC | History | Added to | 61,667 | 3,119 | 1.01% | 0.9% | 388 | +6,847 | 12.49% | Q4 2025 | Jan 30, 2026 |
| Helium Advisors LLC | History | Reduced | 61,598 | 3,115 | 3.15% | 3.8% | 389 | -28,157 | -31.37% | Q4 2025 | Feb 12, 2026 |
| K.J. Harrison & Partners Inc | History | Added to | 60,930 | 3,082 | 0.41% | 0.22% | 390 | +29,930 | 96.55% | Q4 2025 | Feb 03, 2026 |
| Cooper Financial Group | History | Added to | 60,448 | 3,057 | 0.33% | 0.27% | 391 | +11,554 | 23.63% | Q4 2025 | Jan 08, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 60,379 | 3,053 | 0.32% | 0.21% | 392 | +22,733 | 60.39% | Q4 2025 | Feb 18, 2026 |
| Golden State Equity Partners | History | Added to | 59,774 | 3,023 | 0.49% | 0.44% | 393 | +8,319 | 16.17% | Q4 2025 | Jan 29, 2026 |
| Maridea Wealth Management LLC | History | Added to | 59,107 | 2,989 | 0.45% | 0.44% | 394 | +3,566 | 6.42% | Q4 2025 | Jan 08, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 59,059 | 2,987 | 0.11% | 0.11% | 395 | +421 | 0.72% | Q4 2025 | Feb 17, 2026 |
| Ethos Financial Group, LLC | History | Added to | 58,505 | 2,959 | 0.22% | 0.14% | 396 | +22,338 | 61.76% | Q4 2025 | Jan 20, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 58,397 | 2,953 | 0.68% | 0.68% | 397 | +427 | 0.74% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 58,282 | 2,948 | 0.02% | — | 398 | +58,282 | New | Q4 2025 | Feb 18, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 57,554 | 2,911 | 0.05% | 0.05% | 399 | +12,741 | 28.43% | Q4 2025 | Jan 16, 2026 |
| QTR Family Wealth, LLC | History | Added to | 57,427 | 2,911 | 1.28% | 1.25% | 400 | +5,497 | 10.59% | Q4 2025 | Feb 13, 2026 |
| Gambit Capital Management, LLC | History | New | 56,842 | 2,875 | 2.06% | — | 401 | +56,842 | New | Q4 2025 | Feb 06, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 55,448 | 2,804 | 1.02% | 1.04% | 402 | +1,814 | 3.38% | Q4 2025 | Feb 04, 2026 |
| Symphony Financial Services, Inc. | History | Reduced | 55,436 | 2,803 | 1.44% | 5.6% | 403 | -149,612 | -72.96% | Q4 2025 | Feb 12, 2026 |
| Addison Capital Co | History | New | 54,700 | 2,766 | 0.69% | — | 404 | +54,700 | New | Q4 2025 | Feb 02, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 54,472 | 2,755 | 0.19% | 0.18% | 405 | +1,773 | 3.36% | Q4 2025 | Jan 26, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Reduced | 54,133 | 2,738 | 1.87% | 2.11% | 406 | -1,634 | -2.93% | Q4 2025 | Feb 05, 2026 |
| GeoWealth Management, LLC | History | Reduced | 53,954 | 2,728 | 0.1% | 0.12% | 407 | -8,153 | -13.13% | Q4 2025 | Feb 17, 2026 |
| Brooklyn Investment Group | History | New | 53,210 | 2,689 | 0.12% | — | 408 | +53,210 | New | Q4 2025 | Feb 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 52,564 | 2,658 | 0.04% | 0.02% | 409 | +28,867 | 121.82% | Q4 2025 | Feb 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 52,564 | 2,658 | 0.13% | 0.17% | 410 | +3,289 | 6.67% | Q4 2025 | Feb 12, 2026 |
| Core Wealth Partners LLC | History | Added to | 52,409 | 2,650 | 1.19% | 1.19% | 411 | +1,153 | 2.25% | Q4 2025 | Feb 17, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 52,379 | 2,649 | 1.62% | 1.88% | 412 | -10,443 | -16.62% | Q4 2025 | Jan 29, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | New | 51,785 | 2,619 | 1.2% | — | 413 | +51,785 | New | Q4 2025 | Feb 04, 2026 |
| Faithward Advisors, LLC | History | Reduced | 51,725 | 2,616 | 0.38% | 0.49% | 414 | -12,968 | -20.05% | Q4 2025 | Feb 17, 2026 |
| Citizens National Bank Trust Department | History | Reduced | 51,376 | 2,598 | 0.45% | 0.52% | 415 | -5,750 | -10.07% | Q4 2025 | Jan 30, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 50,940 | 2,576 | 0.14% | 0.13% | 416 | +5,952 | 13.23% | Q4 2025 | Jan 20, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 50,883 | 2,573 | 0.02% | 0.02% | 417 | +4,840 | 10.51% | Q4 2025 | Feb 17, 2026 |
| Callodine Capital Management, LP | History | New | 50,000 | 2,529 | 0.2% | — | 418 | +50,000 | New | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 49,700 | 2,513 | 0.01% | 0.01% | 419 | +1,264 | 2.61% | Q4 2025 | Feb 02, 2026 |
| Arkadios Wealth Advisors | History | Added to | 49,474 | 2,502 | 0.05% | 0.05% | 420 | +4,528 | 10.07% | Q4 2025 | Feb 13, 2026 |
| Pullen Investment Management, LLC | History | Added to | 49,315 | 2,494 | 1.31% | 0.99% | 421 | +13,367 | 37.18% | Q4 2025 | Jan 20, 2026 |
| SYON CAPITAL LLC | History | Added to | 49,305 | 2,493 | 0.12% | 0.13% | 422 | +1,680 | 3.53% | Q4 2025 | Feb 11, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 48,626 | 2,459 | 0.25% | 0.13% | 423 | +23,462 | 93.24% | Q4 2025 | Feb 13, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | No change | 47,983 | 2,426 | 0.97% | 1.15% | 424 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 47,612 | 2,408 | 1.05% | 0.84% | 425 | +11,800 | 32.95% | Q4 2025 | Jan 29, 2026 |
| Sierra Capital LLC | History | Added to | 47,491 | 2,402 | 0.25% | 0.26% | 426 | +8 | 0.02% | Q4 2025 | Feb 18, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 47,321 | 2,393 | 0.14% | 0.16% | 427 | -360 | -0.76% | Q4 2025 | Feb 10, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 47,279 | 2,391 | 0.03% | 0.12% | 428 | -105,314 | -69.02% | Q4 2025 | Feb 09, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 47,245 | 2,390 | 0.15% | 0.16% | 429 | -3,645 | -7.16% | Q4 2025 | Feb 13, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 47,223 | 2,388 | 0.7% | 0.65% | 430 | +9,784 | 26.13% | Q4 2025 | Jan 15, 2026 |
| Ipsen Advisor Group LLC | History | Added to | 47,082 | 2,381 | 1.69% | 1.68% | 431 | +1,145 | 2.49% | Q4 2025 | Feb 11, 2026 |
| Wilkerson Advisory Group LLC | History | New | 46,961 | 2,375 | 0.84% | — | 432 | +46,961 | New | Q4 2025 | Feb 13, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 46,945 | 2,374 | 0.09% | 0.1% | 433 | -8,880 | -15.91% | Q4 2025 | Feb 04, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Added to | 46,925 | 2,373 | 0.85% | 0.6% | 434 | +15,046 | 47.2% | Q4 2025 | Feb 10, 2026 |
| Darden Wealth Group Inc | History | Added to | 46,920 | 2,373 | 1.15% | 1.12% | 435 | +4,642 | 10.98% | Q4 2025 | Feb 09, 2026 |
| ArrowMark Colorado Holdings LLC | History | Added to | 46,827 | 2,368 | 0.05% | 0.03% | 436 | +18,753 | 66.8% | Q4 2025 | Feb 17, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 46,504 | 2,352 | 0.3% | — | 437 | +46,504 | New | Q4 2025 | Jan 27, 2026 |
| Mendel Money Management | History | Added to | 46,355 | 2,344 | 0.98% | 0.97% | 438 | +918 | 2.02% | Q4 2025 | Jan 29, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 45,909 | 2,322 | 0.43% | 0.44% | 439 | +1,850 | 4.2% | Q4 2025 | Feb 13, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 45,815 | 2,317 | 0.17% | 0.09% | 440 | +19,459 | 73.83% | Q4 2025 | Feb 17, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 44,340 | 2,242 | 0.08% | 0.08% | 441 | -65 | -0.15% | Q4 2025 | Jan 12, 2026 |
| Paladin Wealth, LLC | History | Added to | 44,217 | 2,236 | 1.53% | 1.53% | 442 | +2,692 | 6.48% | Q4 2025 | Jan 15, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 44,195 | 2,235 | 0.16% | 0.2% | 443 | -10,835 | -19.69% | Q4 2025 | Feb 12, 2026 |
| NORDEN GROUP LLC | History | Reduced | 44,126 | 2,231 | 0.22% | 0.29% | 444 | -12,952 | -22.69% | Q4 2025 | Jan 13, 2026 |
| tru Independence LLC | History | Added to | 43,936 | 2,222 | 0.56% | 0.56% | 445 | +1,412 | 3.32% | Q4 2025 | Jan 22, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 43,613 | 2,205 | 1.38% | — | 446 | +43,613 | New | Q4 2025 | Feb 04, 2026 |
| Breakwater Capital Group | History | Added to | 43,411 | 2,195 | 0.31% | 0.31% | 447 | +2,207 | 5.36% | Q4 2025 | Jan 09, 2026 |
| GK Wealth Management LLC | History | Added to | 43,065 | 2,178 | 1.44% | 1.41% | 448 | +5,000 | 13.14% | Q4 2025 | Jan 05, 2026 |
| ASSETMARK, INC | History | Reduced | 42,748 | 2,162 | 0.0% | 0.01% | 449 | -29,595 | -40.91% | Q4 2025 | Jan 23, 2026 |
| Seneca House Advisors | History | Added to | 42,615 | 2,155 | 0.81% | 0.62% | 450 | +12,575 | 41.86% | Q4 2025 | Feb 17, 2026 |
| EdgeRock Capital LLC | History | Added to | 42,619 | 2,155 | 0.57% | 0.53% | 451 | +5,001 | 13.29% | Q4 2025 | Jan 14, 2026 |
| SHP Wealth Management | History | New | 42,506 | 2,149 | 0.17% | — | 452 | +42,506 | New | Q4 2025 | Mar 04, 2026 |
| Whalen Wealth Management Inc. | History | Reduced | 42,292 | 2,139 | 1.15% | 2.86% | 453 | -54,098 | -56.12% | Q4 2025 | Jan 20, 2026 |
| Detalus Advisors, LLC | History | Added to | 42,201 | 2,134 | 0.52% | 0.45% | 454 | +7,665 | 22.19% | Q4 2025 | Feb 03, 2026 |
| Avid Wealth Partners LLC | History | Added to | 42,146 | 2,131 | 1.04% | 0.9% | 455 | +6,655 | 18.75% | Q4 2025 | Feb 13, 2026 |
| Fermata Advisors, LLC | History | Reduced | 41,831 | 2,115 | 0.51% | 0.59% | 456 | -4,226 | -9.18% | Q4 2025 | Jan 08, 2026 |
| Wilian Securities, LLC | History | New | 41,638 | 2,106 | 2.27% | — | 457 | +41,638 | New | Q4 2025 | Feb 06, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 40,973 | 2,072 | 0.08% | — | 458 | +40,959 | 292564.29% | Q4 2025 | Feb 13, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 40,914 | 2,069 | 0.64% | 0.46% | 459 | +31,726 | 345.3% | Q4 2025 | Feb 17, 2026 |
| WESBANCO BANK INC | History | Added to | 40,000 | 2,023 | 0.06% | 0.01% | 460 | +30,000 | 300.0% | Q4 2025 | Feb 03, 2026 |
| American Trust | History | Reduced | 39,587 | 2,002 | 0.17% | 0.19% | 461 | -4,189 | -9.57% | Q4 2025 | Feb 17, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 39,200 | 1,982 | 0.03% | 0.03% | 462 | +616 | 1.6% | Q4 2025 | Feb 12, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 38,275 | 1,935 | 0.09% | 0.09% | 463 | +1,386 | 3.76% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 36,525 | 1,920 | 0.0% | 0.0% | 464 | +7,177 | 24.45% | Q4 2025 | Feb 18, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 37,588 | 1,901 | 0.0% | 0.0% | 465 | +28,449 | 311.29% | Q4 2025 | Feb 17, 2026 |
| Gibbs Wealth Management | History | Reduced | 37,387 | 1,893 | 0.46% | 0.45% | 466 | -1,776 | -4.53% | Q4 2025 | Jan 23, 2026 |
| Almanack Investment Partners, LLC. | History | Reduced | 37,288 | 1,886 | 0.32% | 0.56% | 467 | -34,269 | -47.89% | Q4 2025 | Jan 29, 2026 |
| E&G Advisors, LP | History | No change | 37,115 | 1,877 | 0.42% | 0.44% | 468 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Element Wealth, LLC | History | Added to | 35,901 | 1,815 | 0.75% | 0.79% | 469 | +218 | 0.61% | Q4 2025 | Feb 13, 2026 |
| KENNEDY INVESTMENT GROUP | History | Added to | 35,599 | 1,800 | 0.68% | 0.63% | 470 | +4,307 | 13.76% | Q4 2025 | Feb 06, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 35,450 | 1,793 | 0.07% | 0.05% | 471 | +10,420 | 41.63% | Q4 2025 | Jan 28, 2026 |
| Colter Lewis Investment Partners LLC | History | New | 35,205 | 1,780 | 2.06% | — | 472 | +35,205 | New | Q4 2025 | Feb 17, 2026 |
| 4WEALTH ADVISORS, INC. | History | Added to | 35,165 | 1,778 | 1.52% | 1.57% | 473 | +580 | 1.68% | Q4 2025 | Jan 21, 2026 |
| Beaumont Asset Management, L.L.C. | History | Added to | 35,115 | 1,776 | 0.89% | 0.6% | 474 | +11,558 | 49.06% | Q4 2025 | Jan 21, 2026 |
| Aspen Wealth Strategies, LLC | History | Reduced | 34,358 | 1,737 | 0.95% | 1.18% | 475 | -7,634 | -18.18% | Q4 2025 | Jan 28, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 34,217 | 1,730 | 0.11% | 0.12% | 476 | +39 | 0.11% | Q4 2025 | Feb 03, 2026 |
| OPINICUS CAPITAL, INC. | History | Added to | 34,197 | 1,729 | 1.21% | 0.76% | 477 | +12,505 | 57.65% | Q4 2025 | Feb 04, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 33,875 | 1,713 | 0.06% | 0.07% | 478 | -8,447 | -19.96% | Q4 2025 | Jan 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 33,538 | 1,699 | 0.08% | — | 479 | +33,538 | New | Q4 2025 | Feb 03, 2026 |
| Segment Wealth Management, LLC | History | Added to | 33,190 | 1,678 | 0.1% | 0.1% | 480 | +300 | 0.91% | Q4 2025 | Jan 29, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 33,132 | 1,675 | 0.6% | 0.3% | 481 | +17,476 | 111.62% | Q4 2025 | Feb 05, 2026 |
| WFA of San Diego, LLC | History | Reduced | 32,868 | 1,662 | 1.22% | 1.18% | 483 | -1,169 | -3.43% | Q4 2025 | Feb 17, 2026 |
| BANQUE PICTET & CIE SA | History | No change | 32,860 | 1,662 | 0.01% | 0.01% | 482 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 32,828 | 1,659 | 0.05% | 0.09% | 485 | +5,701 | 21.02% | Q4 2025 | Feb 10, 2026 |
| HM PAYSON & CO | History | Added to | 32,803 | 1,659 | 0.02% | 0.02% | 484 | +1,200 | 3.8% | Q4 2025 | Feb 12, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 32,553 | 1,646 | 0.21% | 0.23% | 486 | +2,492 | 8.29% | Q4 2025 | Feb 10, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Reduced | 32,497 | 1,643 | 0.39% | 0.44% | 487 | -5,028 | -13.4% | Q4 2025 | Feb 13, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 32,247 | 1,631 | 0.13% | 0.12% | 488 | +2,109 | 7.0% | Q4 2025 | Feb 13, 2026 |
| Community Bank, N.A. | History | Added to | 32,213 | 1,629 | 0.19% | 0.19% | 489 | +930 | 2.97% | Q4 2025 | Feb 04, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 32,174 | 1,627 | 0.55% | 0.64% | 491 | -5,300 | -14.14% | Q4 2025 | Jan 07, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 32,176 | 1,627 | 0.07% | 0.07% | 490 | -443 | -1.36% | Q4 2025 | Jan 20, 2026 |
| Richmond Investment Services, LLC | History | Added to | 31,520 | 1,594 | 0.28% | 0.26% | 492 | +4,441 | 16.4% | Q4 2025 | Feb 12, 2026 |
| M Wealth Management, LLC | History | Reduced | 31,171 | 1,576 | 1.37% | 1.47% | 493 | -1,824 | -5.53% | Q4 2025 | Jan 29, 2026 |
| Sterneck Capital Management, LLC | History | Added to | 31,038 | 1,569 | 0.71% | 0.65% | 494 | +3,305 | 11.92% | Q4 2025 | Jan 22, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 30,959 | 1,565 | 0.89% | 1.14% | 495 | -7,012 | -18.47% | Q4 2025 | Jan 06, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | History | Reduced | 30,879 | 1,561 | 0.24% | 0.25% | 496 | -144 | -0.46% | Q4 2025 | Feb 12, 2026 |
| Spire Wealth Management | History | Added to | 30,699 | 1,552 | 0.05% | 0.05% | 497 | +3,556 | 13.1% | Q4 2025 | Jan 14, 2026 |
| Alpine Bank Wealth Management | History | Reduced | 30,480 | 1,541 | 0.22% | 0.37% | 498 | -21,695 | -41.58% | Q4 2025 | Jan 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 30,172 | 1,526 | 0.05% | 0.07% | 499 | -20,522 | -40.48% | Q4 2025 | Jan 09, 2026 |
| Legacy Financial Strategies, LLC | History | Added to | 30,080 | 1,521 | 0.27% | 0.21% | 500 | +6,832 | 29.39% | Q4 2025 | Jan 23, 2026 |
| DAVENPORT & Co LLC | History | Added to | 30,043 | 1,519 | 0.01% | 0.01% | 501 | +255 | 0.86% | Q4 2025 | Jan 12, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 29,908 | 1,512 | 0.43% | 0.33% | 502 | +8,895 | 42.33% | Q4 2025 | Feb 11, 2026 |
| Leo Wealth, LLC | History | Added to | 29,851 | 1,509 | 0.11% | 0.17% | 503 | +3,863 | 14.86% | Q4 2025 | Jan 21, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 29,623 | 1,498 | 0.04% | 0.05% | 504 | -1,004 | -3.28% | Q4 2025 | Feb 02, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 29,570 | 1,495 | 0.03% | 0.04% | 505 | -5,508 | -15.7% | Q4 2025 | Feb 04, 2026 |
| Cresset Asset Management, LLC | History | Added to | 29,488 | 1,491 | 0.01% | 0.0% | 506 | +25,193 | 586.57% | Q4 2025 | Feb 17, 2026 |
| Portside Wealth Group, LLC | History | Added to | 29,301 | 1,482 | 0.2% | 0.19% | 507 | +2,251 | 8.32% | Q4 2025 | Jan 21, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 28,891 | 1,461 | 0.08% | 0.11% | 508 | -8,368 | -22.46% | Q4 2025 | Jan 13, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 28,798 | 1,456 | 0.03% | 0.04% | 509 | -2,279 | -7.33% | Q4 2025 | Feb 09, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 28,574 | 1,445 | 0.41% | 0.45% | 510 | -1,643 | -5.44% | Q4 2025 | Feb 05, 2026 |
| FULCRUM WEALTH ADVISORS, LLC | History | New | 28,258 | 1,429 | 1.18% | — | 511 | +28,258 | New | Q4 2025 | Feb 02, 2026 |
| NBC SECURITIES, INC. | History | Added to | 27,717 | 1,401 | 0.11% | 0.09% | 512 | +4,470 | 19.23% | Q4 2025 | Jan 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 26,951 | 1,363 | 0.09% | 0.1% | 513 | -2,094 | -7.21% | Q4 2025 | Feb 06, 2026 |
| BLUE JEAN FINANCIAL LLC | History | New | 26,870 | 1,359 | 1.1% | — | 514 | +26,870 | New | Q4 2025 | Feb 13, 2026 |
| KPP Advisory Services LLC | History | Reduced | 26,599 | 1,345 | 0.2% | 0.21% | 515 | -825 | -3.01% | Q4 2025 | Feb 02, 2026 |
| Presidio Capital Management, LLC | History | Reduced | 26,589 | 1,344 | 0.4% | 0.48% | 516 | -240 | -0.89% | Q4 2025 | Jan 15, 2026 |
| First Financial Group Corp | History | Added to | 26,020 | 1,316 | 1.12% | 0.65% | 517 | +11,150 | 74.98% | Q4 2025 | Jan 28, 2026 |
| US BANCORP \DE\ | History | Reduced | 25,763 | 1,303 | 0.0% | 0.0% | 518 | -1,316 | -4.86% | Q4 2025 | Jan 30, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 25,576 | 1,293 | 0.14% | 0.15% | 519 | -2,202 | -7.93% | Q4 2025 | Jan 20, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 25,557 | 1,292 | 0.28% | — | 520 | +25,557 | New | Q4 2025 | Feb 18, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 25,457 | 1,287 | 0.17% | 0.14% | 521 | +6,060 | 31.24% | Q4 2025 | Feb 10, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Added to | 25,304 | 1,279 | 0.71% | 0.7% | 522 | +626 | 2.54% | Q4 2025 | Jan 30, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 25,016 | 1,265 | 0.1% | 0.11% | 523 | -1,374 | -5.21% | Q4 2025 | Feb 06, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 24,694 | 1,249 | 0.04% | 0.04% | 524 | -843 | -3.3% | Q4 2025 | Feb 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 24,582 | 1,243 | 0.02% | 0.03% | 525 | +739 | 3.1% | Q4 2025 | Feb 19, 2026 |
| Omnitrust Wealth Management, Inc | History | New | 24,417 | 1,235 | 1.57% | — | 527 | +24,417 | New | Q4 2025 | Feb 11, 2026 |
| KG&L Capital Management,LLC | History | Added to | 24,436 | 1,235 | 0.31% | 0.3% | 526 | +2,244 | 10.11% | Q4 2025 | Jan 23, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 24,411 | 1,234 | 0.11% | 0.12% | 528 | -2,241 | -8.41% | Q4 2025 | Jan 26, 2026 |
| CHOREO, LLC | History | Added to | 24,359 | 1,231 | 0.02% | 0.01% | 529 | +8,130 | 50.1% | Q4 2025 | Jan 23, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Added to | 24,350 | 1,231 | 0.48% | 0.44% | 530 | +3,960 | 19.42% | Q4 2025 | Jan 28, 2026 |
| Sloy Dahl & Holst, LLC | History | Added to | 24,320 | 1,230 | 0.15% | 0.13% | 531 | +400 | 1.67% | Q4 2025 | Feb 04, 2026 |
| Circle Wealth Management, LLC | History | Added to | 24,276 | 1,227 | 0.02% | 0.02% | 532 | +5,350 | 28.27% | Q4 2025 | Feb 13, 2026 |
| Retirement Planning Group, LLC | History | Added to | 22,992 | 1,162 | 0.04% | 0.02% | 533 | +9,919 | 75.87% | Q4 2025 | Feb 03, 2026 |
| Balefire, LLC | History | New | 22,456 | 1,135 | 0.22% | — | 534 | +22,456 | New | Q4 2025 | Jan 12, 2026 |
| Three Seasons Wealth, LLC | History | Reduced | 22,226 | 1,124 | 0.11% | 0.12% | 535 | -2,038 | -8.4% | Q4 2025 | Jan 15, 2026 |
| CI INVESTMENTS INC. | History | No change | 22,165 | 1,121 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Continuum Advisory, LLC | History | Added to | 22,157 | 1,120 | 0.11% | 0.1% | 537 | +2,701 | 13.88% | Q4 2025 | Feb 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 22,002 | 1,112 | 0.0% | 0.0% | 538 | +11,780 | 115.24% | Q4 2025 | Feb 17, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 21,893 | 1,107 | 0.82% | 0.67% | 539 | +5,035 | 29.87% | Q4 2025 | Feb 05, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Added to | 21,492 | 1,087 | 0.53% | 0.51% | 540 | +931 | 4.53% | Q4 2025 | Feb 13, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 21,360 | 1,080 | 0.18% | 0.14% | 541 | +5,864 | 37.84% | Q4 2025 | Jan 26, 2026 |
| Richard W. Paul & Associates, LLC | History | Added to | 21,173 | 1,070 | 0.36% | 0.33% | 542 | +2,097 | 10.99% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 20,867 | 1,055 | 0.02% | 0.02% | 543 | +1,617 | 8.4% | Q4 2025 | Feb 12, 2026 |
| Optivise Advisory Services LLC | History | Added to | 20,874 | 1,055 | 0.61% | 0.62% | 544 | +319 | 1.55% | Q4 2025 | Jan 12, 2026 |
| CGN Advisors LLC | History | Added to | 20,848 | 1,054 | 0.08% | 0.08% | 545 | +1,610 | 8.37% | Q4 2025 | Jan 05, 2026 |
| Triumph Capital Management | History | Reduced | 20,621 | 1,043 | 0.23% | 0.29% | 546 | -908 | -4.22% | Q4 2025 | Feb 12, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 20,554 | 1,040 | 0.13% | 0.12% | 547 | +3,276 | 18.96% | Q4 2025 | Jan 14, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 20,416 | 1,032 | 0.18% | 0.18% | 548 | +595 | 3.0% | Q4 2025 | Feb 03, 2026 |
| Invst, LLC | History | Added to | 20,344 | 1,029 | 0.11% | 0.05% | 549 | +11,467 | 129.18% | Q4 2025 | Feb 11, 2026 |
| Legacy Advisors, LLC | History | Reduced | 20,295 | 1,026 | 0.11% | 0.15% | 550 | -3,238 | -13.76% | Q4 2025 | Jan 27, 2026 |
| Equity Wealth Partners, LLC | History | Added to | 20,189 | 1,021 | 0.66% | 0.75% | 551 | +2,068 | 11.41% | Q4 2025 | Jan 26, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 20,180 | 1,020 | 0.02% | — | 552 | +20,180 | New | Q4 2025 | Feb 13, 2026 |
| Western Wealth Management, LLC | History | Added to | 20,110 | 1,017 | 0.05% | 0.03% | 553 | +8,040 | 66.61% | Q4 2025 | Feb 05, 2026 |
| Autumn Glory Partners, LLC | History | No change | 20,105 | 1,016 | 0.36% | 0.42% | 554 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Revisor Wealth Management LLC | History | Added to | 20,032 | 1,014 | 0.27% | 0.13% | 555 | +12,336 | 160.29% | Q4 2025 | Jan 27, 2026 |
| Ruggaard & Associates LLC | History | Reduced | 20,060 | 1,014 | 0.4% | 0.38% | 556 | -69 | -0.34% | Q4 2025 | Feb 20, 2026 |
| M Holdings Securities, Inc. | History | New | 19,854 | 1,004 | 0.07% | — | 557 | +19,854 | New | Q4 2025 | Feb 11, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 19,800 | 1,001 | 0.0% | 0.0% | 558 | +500 | 2.59% | Q4 2025 | Jan 15, 2026 |
| BOS Asset Management, LLC | History | Added to | 19,743 | 998 | 0.27% | 0.21% | 560 | +4,953 | 33.49% | Q4 2025 | Jan 09, 2026 |
| Betterment LLC | History | Added to | 19,740 | 998 | 0.0% | 0.0% | 559 | +1,270 | 6.88% | Q4 2025 | Feb 12, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 19,640 | 993 | 0.0% | 0.0% | 561 | +84 | 0.43% | Q4 2025 | Feb 17, 2026 |
| Uptown Financial Advisors LLC | History | Added to | 19,268 | 974 | 0.7% | 0.77% | 562 | +778 | 4.21% | Q4 2025 | Jan 23, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 19,230 | 972 | 0.14% | 0.15% | 563 | -715 | -3.58% | Q4 2025 | Feb 10, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 18,639 | 942 | 0.06% | 0.06% | 564 | -1,699 | -8.35% | Q4 2025 | Jan 30, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 18,226 | 921 | 0.03% | 0.08% | 565 | -17,794 | -49.4% | Q4 2025 | Jan 20, 2026 |
| Heritage Family Offices, LLP | History | Added to | 18,214 | 921 | 0.42% | 0.43% | 566 | +58 | 0.32% | Q4 2025 | Jan 12, 2026 |
| Wealth Management Partners, LLC | History | Added to | 18,204 | 920 | 0.26% | 0.28% | 567 | +569 | 3.23% | Q4 2025 | Jan 12, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 18,000 | 910 | 0.26% | 0.27% | 568 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 17,823 | 901 | 0.2% | 0.3% | 569 | -8,957 | -33.45% | Q4 2025 | Feb 17, 2026 |
| Curi Capital, LLC | History | Added to | 17,679 | 894 | 0.02% | 0.02% | 570 | +99 | 0.56% | Q4 2025 | Feb 17, 2026 |
| Balance Wealth, LLC | History | Reduced | 17,472 | 883 | 0.28% | 0.28% | 571 | -5,182 | -22.87% | Q4 2025 | Jan 21, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 17,410 | 880 | 0.07% | 0.08% | 572 | -570 | -3.17% | Q4 2025 | Feb 13, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 17,349 | 877 | 0.03% | 0.04% | 573 | -3,029 | -14.86% | Q4 2025 | Feb 02, 2026 |
| Sargent Investment Group, LLC | History | Added to | 17,140 | 866 | 0.11% | 0.12% | 574 | +410 | 2.45% | Q4 2025 | Feb 13, 2026 |
| Pacific Park Financial, Inc. | History | New | 17,047 | 862 | 0.54% | — | 575 | +17,047 | New | Q4 2025 | Jan 30, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 16,941 | 856 | 0.02% | 0.02% | 576 | -3,104 | -15.49% | Q4 2025 | Jan 26, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 16,778 | 848 | 0.0% | 0.0% | 577 | -615 | -3.54% | Q4 2025 | Feb 12, 2026 |
| Rise Advisors, LLC | History | Added to | 16,729 | 846 | 0.3% | 0.3% | 578 | +291 | 1.77% | Q4 2025 | Feb 11, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 16,630 | 841 | 0.01% | 0.01% | 579 | -2,235 | -11.85% | Q4 2025 | Jan 27, 2026 |
| PAX Financial Group, LLC | History | Added to | 16,548 | 836 | 0.14% | 0.14% | 580 | +1,425 | 9.42% | Q4 2025 | Feb 05, 2026 |
| Sepio Capital, LP | History | Added to | 16,523 | 835 | 0.05% | 0.02% | 581 | +9,713 | 142.63% | Q4 2025 | Feb 12, 2026 |
| Navis Wealth Advisors, LLC | History | New | 16,459 | 832 | 0.35% | — | 582 | +16,459 | New | Q4 2025 | Feb 13, 2026 |
| Elm3 Financial Group, LLC | History | Reduced | 16,044 | 811 | 0.67% | 1.02% | 583 | -8,589 | -34.87% | Q4 2025 | Jan 22, 2026 |
| Berman McAleer LLC | History | Added to | 15,902 | 804 | 0.11% | 0.11% | 584 | +1,000 | 6.71% | Q4 2025 | Feb 05, 2026 |
| Keystone Financial Group | History | Added to | 15,845 | 801 | 0.06% | 0.04% | 585 | +5,008 | 46.21% | Q4 2025 | Feb 06, 2026 |
| PFG Investments, LLC | History | Added to | 15,820 | 800 | 0.04% | 0.04% | 586 | +1,340 | 9.25% | Q4 2025 | Jan 26, 2026 |
| Opal Wealth Advisors, LLC | History | Reduced | 15,738 | 796 | 0.21% | 0.3% | 587 | -5,185 | -24.78% | Q4 2025 | Jan 26, 2026 |
| Vantage Financial Partners, LLC | History | Reduced | 15,706 | 794 | 0.16% | 0.17% | 588 | -224 | -1.41% | Q4 2025 | Feb 03, 2026 |
| Entelevest, LLC | History | New | 15,677 | 792 | 0.79% | — | 589 | +15,677 | New | Q4 2025 | Feb 11, 2026 |
| Brucke Financial, Inc. | History | New | 15,568 | 787 | 0.43% | — | 590 | +15,568 | New | Q4 2025 | Jan 12, 2026 |
| Duncan Williams Asset Management, LLC | History | New | 15,312 | 776 | 0.19% | — | 591 | +15,312 | New | Q4 2025 | Feb 05, 2026 |
| Avise Financial Cooperative, Inc. | History | New | 15,178 | 767 | 0.69% | — | 592 | +15,178 | New | Q4 2025 | Feb 11, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | New | 15,079 | 762 | 0.17% | — | 593 | +15,079 | New | Q4 2025 | Jan 20, 2026 |
| Essex Financial Services, Inc. | History | Added to | 14,841 | 750 | 0.04% | 0.04% | 594 | +2,299 | 18.33% | Q4 2025 | Feb 10, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 14,723 | 744 | 0.12% | 0.12% | 595 | +1,248 | 9.26% | Q4 2025 | Feb 17, 2026 |
| FOCUSED ALPHA, LLC | History | New | 14,535 | 735 | 0.22% | — | 596 | +14,535 | New | Q4 2025 | Feb 13, 2026 |
| Canvas Wealth Advisors, LLC | History | No change | 14,300 | 723 | 0.12% | 0.13% | 597 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Krilogy Financial LLC | History | Added to | 14,047 | 713 | 0.02% | 0.02% | 598 | +1,780 | 14.51% | Q4 2025 | Jan 27, 2026 |
| XTX Topco Ltd | History | New | 13,980 | 707 | 0.02% | — | 599 | +13,980 | New | Q4 2025 | Feb 17, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 13,554 | 685 | 0.08% | 0.08% | 600 | +59 | 0.44% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 13,438 | 679 | 0.0% | 0.0% | 601 | -1,427 | -9.6% | Q4 2025 | Mar 09, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 13,373 | 676 | 0.28% | 0.6% | 602 | -14,165 | -51.44% | Q4 2025 | Feb 05, 2026 |
| Safe Harbor Wealth Advisors, LLC | History | New | 13,229 | 670 | 0.65% | — | 603 | +13,229 | New | Q4 2025 | Feb 13, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 13,202 | 667 | 0.31% | 0.22% | 604 | +3,568 | 37.04% | Q4 2025 | Jan 14, 2026 |
| Robinhood Asset Management, LLC | History | New | 13,178 | 666 | 0.05% | — | 605 | +13,178 | New | Q4 2025 | Jan 21, 2026 |
| Freestate Advisors LLC | History | Added to | 13,032 | 659 | 0.54% | 0.44% | 606 | +2,586 | 24.76% | Q4 2025 | Jan 12, 2026 |
| Pine Harbor Wealth Management, LLC | History | Added to | 12,890 | 651 | 0.2% | 0.21% | 607 | +103 | 0.81% | Q4 2025 | Jan 20, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 12,258 | 620 | 0.03% | 0.04% | 608 | -806 | -6.17% | Q4 2025 | Feb 06, 2026 |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | History | Reduced | 12,230 | 618 | 0.57% | 0.69% | 609 | -1,160 | -8.66% | Q4 2025 | Jan 21, 2026 |
| Colonial River Investments, LLC | History | Added to | 12,215 | 617 | 0.22% | 0.22% | 610 | +670 | 5.8% | Q4 2025 | Feb 04, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Added to | 12,150 | 614 | 0.15% | 0.06% | 611 | +7,200 | 145.45% | Q4 2025 | Jan 20, 2026 |
| SAM Advisors, LLC | History | Reduced | 12,103 | 612 | 0.19% | 0.23% | 612 | -1,693 | -12.27% | Q4 2025 | Feb 12, 2026 |
| Sequent Planning LLC | History | Added to | 12,046 | 609 | 0.15% | 0.16% | 613 | +1,087 | 9.92% | Q4 2025 | Feb 05, 2026 |
| Private Advisory Group LLC | History | Added to | 11,813 | 597 | 0.05% | 0.02% | 614 | +7,630 | 182.4% | Q4 2025 | Jan 15, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 11,775 | 595 | 0.07% | 0.05% | 615 | +3,755 | 46.82% | Q4 2025 | Jan 08, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 11,605 | 586 | 0.0% | 0.01% | 616 | -215,123 | -94.88% | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 11,487 | 581 | 0.04% | 0.03% | 617 | +2,889 | 33.6% | Q4 2025 | Feb 03, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Reduced | 11,228 | 567 | 0.42% | 0.43% | 618 | -102 | -0.9% | Q4 2025 | Feb 06, 2026 |
| John W. Brooker & Co., CPAs | History | Added to | 11,206 | 566 | 1.01% | 0.48% | 619 | +6,506 | 138.43% | Q4 2025 | Jan 13, 2026 |
| Csenge Advisory Group | History | Added to | 11,172 | 565 | 0.03% | 0.02% | 620 | +1,048 | 10.35% | Q4 2025 | Feb 06, 2026 |
| RESOLUTE CAPITAL, LLC | History | New | 11,095 | 561 | 0.23% | — | 621 | +11,095 | New | Q4 2025 | Feb 10, 2026 |
| Crewe Advisors LLC | History | Added to | 10,901 | 551 | 0.05% | 0.05% | 622 | +910 | 9.11% | Q4 2025 | Jan 16, 2026 |
| Redwood Investment Management, LLC | History | Added to | 10,804 | 546 | 0.06% | 0.06% | 623 | +802 | 8.02% | Q4 2025 | Feb 17, 2026 |
| Alchemi Wealth, LLC | History | New | 10,763 | 544 | 0.3% | — | 624 | +10,763 | New | Q4 2025 | Feb 13, 2026 |
| Avantra Family Wealth, Inc. | History | Added to | 10,734 | 542 | 0.39% | 0.25% | 625 | +4,125 | 62.41% | Q4 2025 | Jan 21, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 10,650 | 538 | 0.28% | — | 626 | +10,650 | New | Q4 2025 | Feb 18, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | Reduced | 10,611 | 536 | 0.17% | 0.25% | 627 | -4,166 | -28.19% | Q4 2025 | Feb 10, 2026 |
| Genesis Financial Group, LLC | History | New | 10,512 | 531 | 0.31% | — | 628 | +10,512 | New | Q4 2025 | Jan 16, 2026 |
| Quantum Portfolio Management LLC | History | No change | 10,400 | 526 | 0.23% | 0.16% | 629 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Redwood Family Wealth LLC | History | New | 10,325 | 522 | 0.51% | — | 631 | +10,325 | New | Q4 2025 | Mar 06, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 10,335 | 522 | 0.02% | 0.02% | 630 | -1,500 | -12.67% | Q4 2025 | Jan 12, 2026 |
| Seelaus Asset Management LLC | History | Reduced | 10,236 | 517 | 0.41% | 0.47% | 632 | -1,350 | -11.65% | Q4 2025 | Feb 04, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Reduced | 10,200 | 515 | 0.08% | 0.12% | 633 | -4,138 | -28.86% | Q4 2025 | Feb 02, 2026 |
| Euro Pacific Asset Management, LLC | History | Reduced | 9,996 | 507 | 0.06% | 0.08% | 634 | -2,964 | -22.87% | Q4 2025 | Jan 21, 2026 |
| BlackDiamond Wealth Management, LLC | History | Added to | 9,955 | 504 | 0.25% | 0.22% | 635 | +1,893 | 23.48% | Q4 2025 | Feb 10, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 9,923 | 501 | 0.03% | 0.04% | 636 | -1,621 | -14.04% | Q4 2025 | Feb 18, 2026 |
| Sterling Investment Advisors, Ltd. | History | No change | 9,890 | 500 | 0.09% | 0.1% | 637 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Impact Capital Partners LLC | History | Reduced | 9,870 | 499 | 0.15% | 0.2% | 638 | -2,987 | -23.23% | Q4 2025 | Jan 07, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Added to | 9,856 | 498 | 0.23% | 0.23% | 639 | +178 | 1.84% | Q4 2025 | Jan 26, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 9,837 | 497 | 0.04% | 0.04% | 640 | +259 | 2.7% | Q4 2025 | Jan 09, 2026 |
| Planning Project LLC | History | New | 9,648 | 487 | 0.12% | — | 642 | +9,648 | New | Q4 2025 | Feb 12, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 9,635 | 487 | 0.02% | 0.02% | 641 | +1,500 | 18.44% | Q4 2025 | Jan 14, 2026 |
| Haverford Financial Services, Inc. | History | No change | 9,585 | 484 | 0.14% | 0.14% | 643 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 9,529 | 481 | 0.03% | 0.03% | 644 | -397 | -4.0% | Q4 2025 | Jan 07, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 9,179 | 464 | 0.11% | 0.09% | 645 | +5 | 0.05% | Q4 2025 | Feb 17, 2026 |
| BTS Asset Management, Inc. | History | Reduced | 8,939 | 452 | 0.61% | 0.59% | 646 | -68 | -0.75% | Q4 2025 | Jan 26, 2026 |
| A. D. Beadell Investment Counsel, Inc. | History | No change | 8,900 | 450 | 0.29% | 0.31% | 647 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 8,838 | 447 | 0.05% | 0.04% | 648 | +990 | 12.61% | Q4 2025 | Jan 12, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | Added to | 8,838 | 447 | 0.31% | 0.32% | 649 | +92 | 1.05% | Q4 2025 | Feb 13, 2026 |
| Hobbs Group Advisors, LLC | History | Reduced | 8,830 | 446 | 0.13% | 0.16% | 650 | -1,483 | -14.38% | Q4 2025 | Jan 28, 2026 |
| Leelyn Smith, LLC | History | Reduced | 8,782 | 444 | 0.06% | 0.1% | 651 | -4,251 | -32.62% | Q4 2025 | Jan 28, 2026 |
| Key FInancial Inc | History | Reduced | 8,719 | 441 | 0.08% | 0.09% | 652 | -1,446 | -14.23% | Q4 2025 | Feb 09, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 8,682 | 439 | 0.03% | 0.03% | 653 | +1,044 | 13.67% | Q4 2025 | Feb 17, 2026 |
| CAP Partners, LLC | History | Reduced | 8,615 | 435 | 0.25% | 0.44% | 654 | -6,503 | -43.01% | Q4 2025 | Feb 04, 2026 |
| Tennessee Valley Asset Management Partners | History | New | 8,583 | 434 | 0.06% | — | 655 | +8,583 | New | Q4 2025 | Feb 05, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 8,541 | 432 | 0.02% | 1.11% | 656 | -361,063 | -97.69% | Q4 2025 | Jan 21, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 8,514 | 430 | 0.0% | 0.2% | 657 | -450,248 | -98.14% | Q4 2025 | Jan 14, 2026 |
| Laurel Wealth Advisors LLC | History | New | 8,500 | 429 | 0.06% | — | 658 | +8,500 | New | Q4 2025 | Jan 30, 2026 |
| Kovack Advisors, Inc. | History | Added to | 8,392 | 424 | 0.02% | 0.03% | 659 | +1,755 | 26.44% | Q4 2025 | Feb 17, 2026 |
| J.M. Arbour, LLC | History | New | 8,124 | 410 | 0.41% | — | 660 | +8,124 | New | Q4 2025 | Jan 26, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 8,041 | 406 | 0.35% | 0.97% | 661 | -173,692 | -95.58% | Q4 2025 | Feb 06, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 8,014 | 405 | 0.03% | 0.02% | 662 | +2,367 | 41.92% | Q4 2025 | Jan 16, 2026 |
| StoneCrest Wealth Management, Inc. | History | Reduced | 8,026 | 405 | 0.16% | 0.19% | 663 | -573 | -6.66% | Q4 2025 | Jan 16, 2026 |
| Planned Solutions, Inc. | History | Reduced | 7,783 | 393 | 0.13% | 0.18% | 664 | -2,678 | -25.6% | Q4 2025 | Jan 28, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 7,747 | 391 | 0.0% | 0.0% | 665 | +3,359 | 76.55% | Q4 2025 | Jan 29, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 7,741 | 391 | 0.02% | 0.02% | 666 | +689 | 9.77% | Q4 2025 | Feb 04, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 7,437 | 376 | 0.14% | 0.14% | 667 | +331 | 4.66% | Q4 2025 | Jan 21, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 7,423 | 375 | 0.08% | 0.1% | 668 | -147 | -1.94% | Q4 2025 | Feb 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 7,387 | 373 | 0.02% | 0.02% | 669 | -23 | -0.31% | Q4 2025 | Jan 28, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Added to | 7,275 | 367 | 0.11% | 0.09% | 670 | +1,718 | 30.92% | Q4 2025 | Jan 29, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 7,255 | 366 | 0.01% | 0.05% | 672 | -17,541 | -70.74% | Q4 2025 | Feb 04, 2026 |
| Blue Chip Partners, LLC | History | Reduced | 7,245 | 366 | 0.03% | 0.03% | 671 | -1,058 | -12.74% | Q4 2025 | Feb 18, 2026 |
| Moors & Cabot, Inc. | History | New | 7,235 | 365 | 0.02% | — | 673 | +7,235 | New | Q4 2025 | Feb 10, 2026 |
| Running Point Capital Advisors, LLC | History | Reduced | 7,225 | 365 | 0.1% | 0.11% | 674 | -1,120 | -13.42% | Q4 2025 | Feb 17, 2026 |
| Bauman Advisory Group, LLC | History | New | 7,201 | 364 | 0.29% | — | 675 | +7,201 | New | Q4 2025 | Feb 20, 2026 |
| Cottage Street Advisors LLC | History | New | 7,193 | 363 | 0.15% | — | 677 | +7,193 | New | Q4 2025 | Jan 26, 2026 |
| Hurley Capital, LLC | History | Added to | 7,183 | 363 | 0.2% | 0.2% | 676 | +125 | 1.77% | Q4 2025 | Feb 17, 2026 |
| Balboa Wealth Partners | History | Reduced | 7,181 | 363 | 0.06% | 0.06% | 678 | -100 | -1.37% | Q4 2025 | Jan 16, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 6,935 | 350 | 0.01% | 0.01% | 679 | -1,036 | -13.0% | Q4 2025 | Feb 17, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 6,907 | 349 | 0.04% | 0.03% | 680 | +1,376 | 24.88% | Q4 2025 | Feb 13, 2026 |
| Insight Wealth Strategies, LLC | History | Reduced | 6,836 | 345 | 0.04% | 0.07% | 681 | -4,814 | -41.32% | Q4 2025 | Jan 02, 2026 |
| Emerald Advisors, LLC | History | Added to | 6,836 | 345 | 0.05% | 0.04% | 682 | +171 | 2.57% | Q4 2025 | Jan 27, 2026 |
| Wedmont Private Capital | History | Added to | 6,817 | 345 | 0.01% | 0.01% | 683 | +65 | 0.96% | Q4 2025 | Jan 08, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 6,785 | 343 | 0.23% | 0.28% | 684 | -1,223 | -15.27% | Q4 2025 | Jan 22, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 6,596 | 333 | 0.0% | 0.0% | 685 | +226 | 3.55% | Q4 2025 | Feb 06, 2026 |
| REICON WEALTH ADVISORS, LLC | History | New | 6,570 | 332 | 0.24% | — | 687 | +6,570 | New | Q4 2025 | Jan 30, 2026 |
| Intrepid Financial Planning Group LLC | History | Added to | 6,568 | 332 | 0.13% | 0.12% | 686 | +180 | 2.82% | Q4 2025 | Feb 13, 2026 |
| Triad Wealth Partners, LLC | History | New | 6,550 | 331 | 0.03% | — | 688 | +6,550 | New | Q4 2025 | Jan 22, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 6,504 | 329 | 0.02% | 0.02% | 689 | -372 | -5.41% | Q4 2025 | Jan 21, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | New | 6,500 | 328 | 0.1% | — | 690 | +6,500 | New | Q4 2025 | Jan 21, 2026 |
| WHITTIER TRUST CO | History | No change | 6,447 | 326 | 0.0% | 0.0% | 691 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 6,437 | 325 | 0.13% | 0.16% | 692 | -76 | -1.17% | Q4 2025 | Feb 06, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 6,404 | 323 | 0.01% | 0.01% | 693 | +2,301 | 56.08% | Q4 2025 | Feb 09, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 6,391 | 323 | 0.12% | 0.08% | 694 | +2,231 | 53.63% | Q4 2025 | Jan 26, 2026 |
| Firestone Capital Management | History | New | 6,365 | 321 | 0.07% | — | 695 | +6,365 | New | Q4 2025 | Feb 09, 2026 |
| Mayflower Financial Advisors, LLC | History | New | 6,300 | 318 | 0.04% | — | 696 | +6,300 | New | Q4 2025 | Jan 13, 2026 |
| River Street Advisors LLC | History | Reduced | 6,217 | 314 | 0.12% | 0.15% | 697 | -1,602 | -20.49% | Q4 2025 | Jan 26, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 6,189 | 313 | 0.12% | 0.1% | 698 | -1,049 | -14.49% | Q4 2025 | Feb 11, 2026 |
| Global Assets Advisory, LLC | History | New | 6,169 | 312 | 0.09% | — | 699 | +6,169 | New | Q4 2025 | Feb 09, 2026 |
| XY Planning Network, Inc. | History | New | 6,095 | 308 | 0.05% | — | 700 | +6,095 | New | Q4 2025 | Jan 26, 2026 |
| A4 Wealth Advisors LLC | History | Reduced | 6,097 | 308 | 0.27% | 0.41% | 701 | -3,524 | -36.63% | Q4 2025 | Feb 13, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 5,959 | 302 | 0.02% | 0.03% | 702 | -1,327 | -18.21% | Q4 2025 | Jan 23, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 5,919 | 299 | 0.02% | — | 703 | +5,919 | New | Q4 2025 | Feb 04, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 5,918 | 299 | 0.01% | 0.01% | 704 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| TRUST CO OF OKLAHOMA | History | No change | 5,882 | 297 | 0.09% | 0.09% | 705 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Alteri Wealth LLC | History | Added to | 5,833 | 295 | 0.1% | 0.09% | 707 | +460 | 8.56% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Reduced | 5,842 | 295 | 0.0% | 0.0% | 706 | -284 | -4.64% | Q4 2025 | Jan 26, 2026 |
| Security Financial Services, INC. | History | New | 5,829 | 294 | 0.05% | — | 710 | +5,829 | New | Q4 2025 | Jan 27, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Added to | 5,818 | 294 | 0.11% | 0.09% | 709 | +993 | 20.58% | Q4 2025 | Jan 13, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 5,817 | 294 | 0.08% | 0.07% | 708 | -569 | -8.91% | Q4 2025 | Jan 12, 2026 |
| MCDONALD PARTNERS LLC | History | New | 5,738 | 290 | 0.09% | — | 711 | +5,738 | New | Q4 2025 | Feb 02, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 5,750 | 290 | 0.02% | 0.03% | 712 | -1,578 | -21.53% | Q4 2025 | Jan 16, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Reduced | 5,680 | 287 | 0.04% | 0.05% | 713 | -587 | -9.37% | Q4 2025 | Jan 23, 2026 |
| Mayfair Advisory Group, LLC | History | Reduced | 5,658 | 286 | 0.11% | 0.13% | 714 | -497 | -8.07% | Q4 2025 | Jan 21, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Reduced | 5,652 | 285 | 0.04% | 3.04% | 715 | -378,189 | -98.53% | Q4 2025 | Feb 06, 2026 |
| City Center Advisors, LLC | History | New | 5,577 | 282 | 0.26% | — | 718 | +5,577 | New | Q4 2025 | Jan 05, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 5,578 | 282 | 0.03% | 0.03% | 716 | +506 | 9.98% | Q4 2025 | Jan 14, 2026 |
| Idaho Trust Co | History | Reduced | 5,592 | 282 | 0.09% | 0.1% | 717 | -394 | -6.58% | Q4 2025 | Feb 05, 2026 |
| Compound Planning, Inc. | History | Added to | 5,526 | 279 | 0.01% | 0.01% | 719 | +1,413 | 34.35% | Q4 2025 | Feb 19, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | New | 5,500 | 278 | 0.23% | — | 720 | +5,500 | New | Q4 2025 | Jan 08, 2026 |
| Community Bank & Trust, Waco, Texas | History | New | 5,500 | 278 | 0.06% | — | 721 | +5,500 | New | Q4 2025 | Feb 09, 2026 |
| Sunpointe, LLC | History | Reduced | 5,420 | 274 | 0.09% | 0.14% | 724 | -2,226 | -29.11% | Q4 2025 | Jan 23, 2026 |
| BURNEY CO/ | History | Added to | 5,430 | 274 | 0.01% | 0.01% | 722 | +765 | 16.4% | Q4 2025 | Jan 23, 2026 |
| KWB Wealth | History | Added to | 5,429 | 274 | 0.03% | 0.03% | 723 | +15 | 0.28% | Q4 2025 | Jan 12, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | New | 5,413 | 273 | 0.16% | — | 725 | +5,413 | New | Q4 2025 | Feb 17, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 5,367 | 271 | 0.04% | — | 726 | +5,367 | New | Q4 2025 | Feb 04, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 5,314 | 268 | 0.1% | 0.11% | 727 | +247 | 4.87% | Q4 2025 | Feb 17, 2026 |
| Ehrenkranz Partners L.P. | History | Reduced | 5,282 | 267 | 0.3% | 7.18% | 728 | -155,979 | -96.72% | Q4 2025 | Feb 17, 2026 |
| Millstone Evans Group, LLC | History | No change | 5,261 | 266 | 0.16% | 0.17% | 729 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| WESPAC Advisors, LLC | History | No change | 5,241 | 265 | 0.14% | 0.16% | 730 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Commonwealth Financial Services, LLC | History | New | 5,232 | 264 | 0.04% | — | 731 | +5,232 | New | Q4 2025 | Feb 06, 2026 |
| XML Financial, LLC | History | Added to | 5,225 | 264 | 0.02% | 0.02% | 732 | +600 | 12.97% | Q4 2025 | Feb 11, 2026 |
| Plotkin Financial Advisors, LLC | History | No change | 5,165 | 261 | 0.13% | 0.13% | 733 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 5,155 | 260 | 0.05% | 0.05% | 734 | +89 | 1.76% | Q4 2025 | Feb 12, 2026 |
| Signature Equity Partners, LLC | History | New | 5,096 | 257 | 0.14% | — | 736 | +5,096 | New | Q4 2025 | Feb 17, 2026 |
| Activest Wealth Management | History | New | 5,085 | 257 | 0.05% | — | 735 | +5,085 | New | Q4 2025 | Jan 30, 2026 |
| High Net Worth Advisory Group LLC | History | New | 5,024 | 254 | 0.06% | — | 737 | +5,024 | New | Q4 2025 | Jan 23, 2026 |
| Goldstone Financial Group, LLC | History | New | 5,007 | 253 | 0.03% | — | 739 | +5,007 | New | Q4 2025 | Feb 13, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 5,004 | 253 | 0.01% | 0.01% | 738 | +948 | 23.37% | Q4 2025 | Jan 23, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 4,959 | 250 | 0.0% | — | 740 | +4,959 | New | Q4 2025 | Feb 03, 2026 |
| Integrity Investment Advisors, LLC | History | Reduced | 4,935 | 249 | 0.14% | 1.9% | 744 | -51,487 | -91.25% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | New | 4,924 | 249 | 0.0% | — | 741 | +4,924 | New | Q4 2025 | Feb 17, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | Reduced | 4,928 | 249 | 0.16% | 0.28% | 743 | -3,090 | -38.54% | Q4 2025 | Feb 09, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 4,927 | 249 | 0.05% | 0.07% | 742 | -810 | -14.12% | Q4 2025 | Feb 02, 2026 |
| Worth Financial Advisory Group, LLC | History | New | 4,886 | 247 | 0.12% | — | 745 | +4,886 | New | Q4 2025 | Jan 16, 2026 |
| Allworth Financial LP | History | New | 4,687 | 237 | 0.0% | — | 746 | +4,687 | New | Q4 2025 | Feb 05, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 4,699 | 237 | 0.01% | 0.01% | 747 | -286 | -5.74% | Q4 2025 | Jan 13, 2026 |
| West Wealth Group, LLC | History | Added to | 4,698 | 237 | 0.05% | 0.05% | 748 | +39 | 0.84% | Q4 2025 | Jan 26, 2026 |
| GM Advisory Group, LLC | History | Reduced | 4,658 | 235 | 0.01% | 0.02% | 749 | -4,593 | -49.65% | Q4 2025 | Feb 13, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 4,634 | 234 | 0.03% | 0.03% | 750 | -475 | -9.3% | Q4 2025 | Jan 22, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | New | 4,585 | 231 | 0.03% | — | 751 | +4,585 | New | Q4 2025 | Feb 20, 2026 |
| FIRST TRUST ADVISORS LP | History | New | 4,491 | 227 | 0.0% | — | 752 | +4,491 | New | Q4 2025 | Feb 13, 2026 |
| Advisor Resource Council | History | Reduced | 4,442 | 224 | 0.08% | 0.31% | 754 | -50 | -1.11% | Q4 2025 | Feb 10, 2026 |
| Wellspring Financial Advisors, LLC | History | No change | 4,440 | 224 | 0.02% | 0.02% | 753 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Burford Brothers, Inc. | History | No change | 4,444 | 224 | 0.09% | 0.1% | 755 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 4,418 | 223 | 0.09% | 0.09% | 756 | -58 | -1.3% | Q4 2025 | Feb 13, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 4,376 | 221 | 0.02% | 0.02% | 757 | +66 | 1.53% | Q4 2025 | Feb 12, 2026 |
| OneAscent Family Office, LLC | History | Reduced | 4,357 | 220 | 0.15% | 0.18% | 758 | -26 | -0.59% | Q4 2025 | Feb 11, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Reduced | 4,329 | 218 | 0.08% | 0.11% | 759 | -925 | -17.61% | Q4 2025 | Feb 11, 2026 |
| Fisher Asset Management, LLC | History | New | 4,182 | 211 | 0.0% | — | 760 | +4,182 | New | Q4 2025 | Feb 09, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 4,135 | 209 | 0.06% | 0.07% | 761 | -566 | -12.04% | Q4 2025 | Feb 06, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 4,055 | 205 | 0.01% | 0.09% | 762 | -47,786 | -92.18% | Q4 2025 | Feb 17, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 4,000 | 202 | 0.0% | 0.0% | 763 | -1,000 | -20.0% | Q4 2025 | Jan 26, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 3,997 | 202 | 0.0% | 0.0% | 764 | -73 | -1.79% | Q4 2025 | Feb 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 3,844 | 194 | 0.0% | 0.0% | 765 | +218 | 6.01% | Q4 2025 | Feb 13, 2026 |
| Glassman Wealth Services | History | New | 3,697 | 186 | 0.03% | — | 766 | +3,697 | New | Q4 2025 | Jan 28, 2026 |
| BlackRock, Inc. | History | Reduced | 3,374 | 170 | 0.0% | 0.0% | 767 | -587,348 | -99.43% | Q4 2025 | Feb 12, 2026 |
| OBSIDIAN CIO, LLC | History | Reduced | 3,299 | 166 | 0.25% | 0.31% | 768 | -43,028 | -92.88% | Q4 2025 | Feb 18, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 3,098 | 157 | 0.01% | 0.02% | 769 | -3,134 | -50.29% | Q4 2025 | Jan 21, 2026 |
| Transce3nd, LLC | History | Reduced | 3,031 | 153 | 1.23% | 1.6% | 770 | -507 | -14.33% | Q4 2025 | Feb 06, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 2,971 | 150 | 0.03% | — | 771 | +2,971 | New | Q4 2025 | Feb 09, 2026 |
| Ninety One UK Ltd | History | No change | 2,691 | 136 | 0.0% | 0.0% | 772 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Rossby Financial, LCC | History | Reduced | 2,490 | 125 | 0.04% | 0.75% | 773 | -43,065 | -94.53% | Q4 2025 | Feb 12, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 2,441 | 123 | 0.13% | 0.12% | 774 | +200 | 8.92% | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | Added to | 2,192 | 110 | 0.0% | 0.0% | 776 | +2,065 | 1625.98% | Q4 2025 | Jan 16, 2026 |
| TRUST CO OF VERMONT | History | Reduced | 2,182 | 110 | 0.0% | 0.01% | 775 | -147 | -6.31% | Q4 2025 | Jan 16, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,918 | 97 | 0.0% | 0.0% | 777 | +1,392 | 264.64% | Q4 2025 | Feb 11, 2026 |
| Capital Analysts, LLC | History | Added to | 1,813 | 92 | 0.0% | 0.0% | 778 | +1,570 | 646.09% | Q4 2025 | Feb 11, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 1,796 | 90 | 0.0% | 0.0% | 779 | -621 | -25.69% | Q4 2025 | Feb 12, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 1,657 | 83 | 0.07% | 0.07% | 780 | +163 | 10.91% | Q4 2025 | Jan 29, 2026 |
| Financial Connections Group, Inc. | History | Reduced | 1,500 | 75 | 0.03% | 0.06% | 781 | -1,429 | -48.79% | Q4 2025 | Jan 23, 2026 |
| Clearstead Trust, LLC | History | Reduced | 1,438 | 72 | 0.01% | 0.01% | 782 | -56 | -3.75% | Q4 2025 | Feb 09, 2026 |
| MidFirst Bank | History | New | 1,396 | 70 | 0.01% | — | 783 | +1,396 | New | Q4 2025 | Feb 25, 2026 |
| IAG Wealth Partners, LLC | History | No change | 1,340 | 67 | 0.01% | 0.01% | 784 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Covenant Partners, LLC | History | New | 1,284 | 64 | 0.02% | — | 785 | +1,284 | New | Q4 2025 | Jan 26, 2026 |
| Heritage Wealth Advisors | History | Added to | 1,216 | 61 | 0.0% | 0.0% | 786 | +22 | 1.84% | Q4 2025 | Feb 13, 2026 |
| TCTC Holdings, LLC | History | No change | 1,196 | 60 | 0.0% | 0.0% | 787 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 1,100 | 55 | 0.0% | 0.0% | 788 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 1,000 | 50 | 0.0% | 0.0% | 789 | -2,000 | -66.67% | Q4 2025 | Jan 07, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 979 | 49 | 0.02% | 0.02% | 790 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 960 | 48 | 0.02% | — | 791 | +960 | New | Q4 2025 | Jan 20, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 892 | 45 | 0.02% | 0.03% | 793 | -376 | -29.65% | Q4 2025 | Jan 20, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 900 | 45 | 0.01% | 0.01% | 792 | -100 | -10.0% | Q4 2025 | Jan 23, 2026 |
| UMB Bank, n.a. | History | New | 814 | 41 | 0.0% | — | 794 | +814 | New | Q4 2025 | Feb 13, 2026 |
| OPTIMA CAPITAL LLC | History | New | 800 | 40 | 0.02% | — | 795 | +800 | New | Q4 2025 | Jan 23, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 778 | 39 | 0.02% | 0.02% | 796 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Colonial Trust Advisors | History | Added to | 754 | 38 | 0.0% | 0.0% | 797 | +592 | 365.43% | Q4 2025 | Feb 12, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 755 | 38 | 0.01% | 0.02% | 798 | -122 | -13.91% | Q4 2025 | Feb 05, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 743 | 37 | 0.01% | 0.9% | 799 | -28,175 | -97.43% | Q4 2025 | Feb 06, 2026 |
| Turim 21 Investimentos Ltda. | History | Reduced | 716 | 36 | 0.01% | 0.01% | 800 | -74 | -9.37% | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | No change | 693 | 35 | 0.0% | 0.0% | 801 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 577 | 29 | 0.02% | — | 802 | +577 | New | Q4 2025 | Mar 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 538 | 27 | 0.0% | 0.0% | 803 | -947 | -63.77% | Q4 2025 | Feb 06, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 501 | 25 | 0.01% | 0.01% | 804 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 453 | 22 | 0.0% | 0.0% | 805 | +350 | 339.81% | Q4 2025 | Feb 11, 2026 |
| ORG Wealth Partners, LLC | History | No change | 449 | 22 | 0.01% | 0.0% | 806 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 434 | 21 | 0.01% | 0.0% | 807 | +370 | 578.13% | Q4 2025 | Feb 03, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 400 | 20 | 0.01% | — | 808 | +400 | New | Q4 2025 | Feb 11, 2026 |
| Lodestone Wealth Management LLC | History | New | 370 | 18 | 0.01% | — | 809 | +370 | New | Q4 2025 | Jan 15, 2026 |
| Missouri Trust & Investment Co | History | New | 315 | 15 | 0.0% | — | 810 | +315 | New | Q4 2025 | Feb 13, 2026 |
| Richard Bernstein Advisors LLC | History | No change | 279 | 14 | 0.0% | 0.0% | 811 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 295 | 14 | 0.0% | 0.0% | 812 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 239 | 12 | 0.0% | — | 813 | +239 | New | Q4 2025 | Feb 05, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 238 | 12 | 0.01% | 0.01% | 814 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Concord Wealth Partners | History | No change | 225 | 11 | 0.0% | 0.0% | 815 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Dunhill Financial, LLC | History | No change | 200 | 10 | 0.0% | 0.0% | 816 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Decker Retirement Planning Inc. | History | No change | 197 | 9 | 0.0% | 0.01% | 817 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| JNBA Financial Advisors | History | Added to | 171 | 8 | 0.0% | 0.0% | 818 | +3 | 1.79% | Q4 2025 | Jan 26, 2026 |
| Elevated Capital Advisors, LLC | History | New | 100 | 5 | 0.0% | — | 819 | +100 | New | Q4 2025 | Jan 27, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 91 | 4 | 0.0% | 0.0% | 820 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 96 | 4 | 0.0% | 0.0% | 821 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Avion Wealth | History | No change | 84 | 4 | 0.0% | 0.0% | 822 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Coston, McIsaac & Partners | History | No change | 93 | 4 | 0.0% | 0.0% | 823 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CENTRAL TRUST Co | History | New | 70 | 3 | 0.0% | — | 824 | +70 | New | Q4 2025 | Feb 02, 2026 |
| Motiv8 Investments LLC | History | New | 55 | 3 | 0.0% | — | 825 | +55 | New | Q4 2025 | Feb 13, 2026 |
| Key Capital Management, INC | History | New | 50 | 2 | 0.0% | — | 830 | +50 | New | Q4 2025 | Jan 26, 2026 |
| SageView Advisory Group, LLC | History | New | 49 | 2 | 0.0% | — | 828 | +49 | New | Q4 2025 | Feb 17, 2026 |
| Networth Advisors, LLC | History | New | 41 | 2 | 0.0% | — | 829 | +41 | New | Q4 2025 | Jan 22, 2026 |
| New Millennium Group LLC | History | New | 40 | 2 | 0.0% | — | 827 | +40 | New | Q4 2025 | Feb 06, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 50 | 2 | 0.0% | 0.0% | 826 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Quaker Wealth Management, LLC | History | Reduced | 39 | 1 | 0.0% | 0.0% | 832 | -39 | -50.0% | Q4 2025 | Jan 28, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 25 | 1 | 0.0% | 0.0% | 831 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| EPG Wealth Management LLC | History | No change | 34 | 1 | 0.0% | 0.0% | 833 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Corebridge Financial, Inc. | History | Closed out | 0 | 0 | — | 59.52% | — | -21,780,009 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Nuveen, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -11,853,000 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 1.55% | — | -7,818,805 | -100.0% | Q3 2025 | Nov 10, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -2,122,200 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | History | Closed out | 0 | 0 | — | 2.41% | — | -1,092,500 | -100.0% | Q3 2025 | Nov 10, 2025 |
| New England Private Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 4.39% | — | -655,864 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.01% | — | -512,318 | -100.0% | Q3 2025 | Mar 31, 2026 |
| Members Advisory Group LLC | History | Closed out | 0 | 0 | — | 5.87% | — | -327,117 | -100.0% | Q3 2025 | Oct 22, 2025 |
| 360 Financial, Inc. | History | Closed out | 0 | 0 | — | 4.56% | — | -279,279 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.46% | — | -205,557 | -100.0% | Q3 2025 | Oct 23, 2025 |
| North Ground Capital | History | Closed out | 0 | 0 | — | 3.95% | — | -126,667 | -100.0% | Q3 2025 | Oct 29, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.02% | — | -125,971 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Accordant Advisory Group Inc | History | Closed out | 0 | 0 | — | 3.84% | — | -111,282 | -100.0% | Q3 2025 | Oct 22, 2025 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -86,054 | -100.0% | Q3 2025 | Nov 10, 2025 |
| NATIXIS ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -78,798 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Regency Capital Management Inc.\DE | History | Closed out | 0 | 0 | — | 1.28% | — | -53,126 | -100.0% | Q3 2025 | Oct 21, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -46,689 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.45% | — | -45,652 | -100.0% | Q3 2025 | Nov 13, 2025 |
| KMG FIDUCIARY PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -40,588 | -100.0% | Q3 2025 | Oct 10, 2025 |
| CABANA LLC | History | Closed out | 0 | 0 | — | 12.0% | — | -38,643 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Chris Bulman Inc | History | Closed out | 0 | 0 | — | 0.78% | — | -30,825 | -100.0% | Q3 2025 | Oct 20, 2025 |
| HB Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -29,802 | -100.0% | Q3 2025 | Oct 23, 2025 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -29,500 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Madison Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -28,845 | -100.0% | Q3 2025 | Nov 06, 2025 |
| QUATTRO FINANCIAL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.46% | — | -28,390 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Castle Rock Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -26,490 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Radcliffe Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.05% | — | -14,329 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bolthouse Investments, LLC | History | Closed out | 0 | 0 | — | 0.61% | — | -13,359 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Diversified Portfolios, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -12,409 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,798 | -100.0% | Q3 2025 | Nov 12, 2025 |
| LifeWealth Investments, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -10,500 | -100.0% | Q3 2025 | Jan 26, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -9,856 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FIRST CITIZENS BANK & TRUST CO | History | Closed out | 0 | 0 | — | 0.01% | — | -9,482 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -8,706 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -8,251 | -100.0% | Q3 2025 | Oct 15, 2025 |
| MARIETTA INVESTMENT PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -8,092 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CARDIFF PARK ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,054 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Stratos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,433 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,378 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BAILARD, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,373 | -100.0% | Q3 2025 | Oct 30, 2025 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -5,982 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Belvedere Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,970 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Madison Wealth Partners, Inc | History | Closed out | 0 | 0 | — | 0.06% | — | -5,625 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FIDUCIENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,605 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Empower Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,847 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NWF Advisory Services Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -4,775 | -100.0% | Q3 2025 | Oct 31, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,544 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Northern Financial Advisors Inc | History | Closed out | 0 | 0 | — | 0.11% | — | -4,118 | -100.0% | Q3 2025 | Nov 10, 2025 |
| LEUTHOLD GROUP, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,057 | -100.0% | Q3 2025 | Nov 06, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -893 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Financial Gravity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -823 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Richardson Capital Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -657 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Aspect Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -467 | -100.0% | Q3 2025 | Nov 06, 2025 |
| FINANCIAL CONSULATE, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -411 | -100.0% | Q3 2025 | Oct 21, 2025 |
| SouthState Bank Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2025 | Nov 05, 2025 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -286 | -100.0% | Q3 2025 | Oct 21, 2025 |
| HANTZ FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -269 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Silicon Valley Capital Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -83 | -100.0% | Q3 2025 | Nov 17, 2025 |
| DEUTSCHE BANK AG\ | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Creative Capital Management Investments LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |