J.P. Morgan Exchange-Traded Fund Trust - JCPB
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| McCarthy & Cox | History | Reduced | 13,752 | 651,138 | 7.89% | 6.85% | 1 | -618,081 | -97.82% | Q4 2025 | Jan 23, 2026 |
| HB Wealth Management, LLC | History | Added to | 12,380,010 | 586,193 | 3.79% | 3.36% | 2 | +1,954,190 | 18.74% | Q4 2025 | Jan 28, 2026 |
| MORGAN STANLEY | History | Added to | 6,423,061 | 304,131 | 0.02% | 0.01% | 3 | +2,177,142 | 51.28% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 5,912,091 | 279,937 | 0.02% | 0.03% | 4 | -2,502,865 | -29.74% | Q4 2025 | Feb 17, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 5,846,314 | 276,822 | 2.81% | 2.71% | 5 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 4,767,284 | 225,730 | 0.07% | 0.06% | 6 | +855,996 | 21.89% | Q4 2025 | Feb 18, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 4,480,965 | 212,173 | 0.01% | 0.01% | 7 | +493,653 | 12.38% | Q4 2025 | Feb 11, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 4,243,489 | 200,929 | 3.32% | — | 8 | +4,243,489 | New | Q4 2025 | Feb 13, 2026 |
| Legacy Wealth Management, Inc | History | Added to | 3,729,750 | 176,603 | 10.18% | 9.93% | 9 | +182,776 | 5.15% | Q4 2025 | Jan 21, 2026 |
| Dynasty Wealth Management, LLC | History | New | 3,724,827 | 176,370 | 1.73% | — | 10 | +3,724,827 | New | Q4 2025 | Feb 10, 2026 |
| Mariner, LLC | History | Added to | 3,632,956 | 172,020 | 0.2% | 0.18% | 11 | +694,145 | 23.62% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 2,964,524 | 140,370 | 0.15% | 0.17% | 12 | -100,416 | -3.28% | Q4 2025 | Feb 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,835,771 | 134,273 | 0.08% | 0.08% | 13 | +341,722 | 13.7% | Q4 2025 | Feb 10, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 2,799,557 | 132,559 | 0.3% | 0.3% | 14 | +142,718 | 5.37% | Q4 2025 | Feb 11, 2026 |
| Alpine Bank Wealth Management | History | Added to | 2,642,548 | 125,124 | 17.7% | 10.54% | 15 | +1,067,806 | 67.81% | Q4 2025 | Jan 15, 2026 |
| Moss Adams Wealth Advisors LLC | History | Added to | 2,566,057 | 121,848 | 8.83% | 8.89% | 16 | +168,832 | 7.04% | Q4 2025 | Jan 26, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 2,628,308 | 116,331 | 2.58% | 2.5% | 17 | +134,590 | 5.4% | Q4 2025 | Feb 04, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 2,450,460 | 116,029 | 9.54% | 9.29% | 18 | +170,964 | 7.5% | Q4 2025 | Jan 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,449,602 | 115,988 | 0.02% | 0.01% | 19 | +815,763 | 49.93% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,251,056 | 106,594 | 0.16% | 0.13% | 20 | +310,736 | 16.01% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,231,270 | 105,650 | 0.03% | 0.03% | 21 | +381,633 | 20.63% | Q4 2025 | Feb 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 2,137,936 | 101,380 | 0.14% | 0.02% | 22 | +1,840,452 | 618.67% | Q4 2025 | Jan 08, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 2,063,242 | 97,694 | 1.32% | 1.69% | 23 | +200,938 | 10.79% | Q4 2025 | Feb 06, 2026 |
| First Pacific Financial | History | Added to | 1,925,157 | 91,156 | 11.9% | 11.54% | 24 | +178,303 | 10.21% | Q4 2025 | Jan 16, 2026 |
| Cetera Investment Advisers | History | Added to | 1,886,115 | 89,307 | 0.1% | 0.08% | 25 | +463,439 | 32.58% | Q4 2025 | Feb 17, 2026 |
| Modern Wealth Management, LLC | History | Added to | 1,830,324 | 86,665 | 1.58% | 1.28% | 26 | +473,617 | 34.91% | Q4 2025 | Feb 17, 2026 |
| Grant Street Asset Management, Inc. | History | Added to | 1,707,858 | 80,867 | 16.29% | 16.82% | 27 | +33,608 | 2.01% | Q4 2025 | Jan 28, 2026 |
| CGN Advisors LLC | History | Added to | 1,707,036 | 80,828 | 6.4% | 6.38% | 28 | +76,720 | 4.71% | Q4 2025 | Jan 05, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 1,626,978 | 77,037 | 2.15% | 2.16% | 29 | +44,358 | 2.8% | Q4 2025 | Feb 05, 2026 |
| Savant Capital, LLC | History | Reduced | 1,589,416 | 75,258 | 0.43% | 0.6% | 30 | -502,100 | -24.01% | Q4 2025 | Feb 10, 2026 |
| Bogart Wealth, LLC | History | Added to | 1,510,882 | 71,540 | 2.87% | 2.81% | 31 | +53,360 | 3.66% | Q4 2025 | Jan 30, 2026 |
| D.B. Root & Company, LLC | History | Added to | 1,510,092 | 71,502 | 17.44% | 16.78% | 32 | +119,753 | 8.61% | Q4 2025 | Feb 03, 2026 |
| Capital Analysts, LLC | History | Added to | 1,446,055 | 68,470 | 2.08% | 1.93% | 33 | +58,461 | 4.21% | Q4 2025 | Feb 11, 2026 |
| Confluence Wealth Services, Inc. | History | New | 1,439,759 | 68,172 | 2.82% | — | 34 | +1,439,759 | New | Q4 2025 | Jan 28, 2026 |
| Hughes Financial Services, LLC | History | Added to | 1,434,023 | 67,900 | 10.66% | 9.87% | 35 | +126,349 | 9.66% | Q4 2025 | Feb 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,336,996 | 63,306 | 0.12% | 0.13% | 36 | +24,003 | 1.83% | Q4 2025 | Feb 17, 2026 |
| McAdam, LLC | History | Added to | 1,253,478 | 59,352 | 2.72% | 2.71% | 37 | +97,373 | 8.42% | Q4 2025 | Feb 13, 2026 |
| Allen Capital Group, LLC | History | Added to | 1,217,603 | 57,653 | 5.28% | 5.18% | 38 | +62,492 | 5.41% | Q4 2025 | Feb 09, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 1,207,732 | 57,186 | 8.78% | 9.62% | 39 | -57,500 | -4.54% | Q4 2025 | Jan 12, 2026 |
| Wiser Wealth Management, Inc | History | Added to | 1,189,548 | 56,325 | 12.52% | 12.18% | 40 | +68,958 | 6.15% | Q4 2025 | Jan 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,181,018 | 55,921 | 0.07% | 0.07% | 41 | +47,641 | 4.2% | Q4 2025 | Feb 12, 2026 |
| Harbor Group, Inc. | History | Added to | 1,016,099 | 48,112 | 7.2% | 7.47% | 42 | +27,255 | 2.76% | Q4 2025 | Jan 12, 2026 |
| Berger Financial Group, Inc | History | Added to | 883,223 | 41,820 | 2.42% | 2.4% | 43 | +37,778 | 4.47% | Q4 2025 | Jan 27, 2026 |
| Bouchey Financial Group Ltd | History | Added to | 878,614 | 41,655 | 3.12% | 2.82% | 44 | +110,501 | 14.39% | Q4 2025 | Jan 16, 2026 |
| Cerity Partners LLC | History | Added to | 868,015 | 41,100 | 0.06% | 0.06% | 45 | +117,888 | 15.72% | Q4 2025 | Feb 11, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 854,904 | 40,659 | 4.67% | 3.45% | 46 | +263,323 | 44.51% | Q4 2025 | Feb 03, 2026 |
| First Washington CORP | History | No change | 819,415 | 38,799 | 10.05% | 10.45% | 47 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 793,326 | 37,564 | 0.02% | 0.02% | 48 | +214,171 | 36.98% | Q4 2025 | Feb 06, 2026 |
| Joseph Group Capital Management | History | Reduced | 792,858 | 37,541 | 9.86% | 10.81% | 49 | -13,102 | -1.63% | Q4 2025 | Jan 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 778,685 | 36,870 | 0.15% | 0.15% | 50 | +110,025 | 16.45% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 767,451 | 36,338 | 0.03% | 0.03% | 51 | +119,062 | 18.36% | Q4 2025 | Feb 13, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 763,526 | 36,152 | 2.59% | 2.62% | 52 | +18,385 | 2.47% | Q4 2025 | Feb 11, 2026 |
| Focus Partners Wealth | History | Added to | 735,496 | 34,953 | 0.04% | 0.05% | 53 | +22,806 | 3.2% | Q4 2025 | Feb 13, 2026 |
| Hartford Financial Management Inc. | History | Added to | 725,735 | 34,363 | 8.93% | 8.81% | 54 | +25,753 | 3.68% | Q4 2025 | Jan 21, 2026 |
| SNS Financial Group, LLC | History | Added to | 712,631 | 33,877 | 2.92% | 2.73% | 55 | +53,355 | 8.09% | Q4 2025 | Feb 02, 2026 |
| Aspen Wealth Management LLC | History | Added to | 706,710 | 33,462 | 7.03% | 6.6% | 56 | +81,355 | 13.01% | Q4 2025 | Jan 05, 2026 |
| Corient Private Wealth LLC | History | Added to | 709,602 | 33,298 | 0.05% | 0.03% | 57 | +333,537 | 88.69% | Q4 2025 | Mar 09, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 701,193 | 33,201 | 0.02% | 0.02% | 58 | +217,513 | 44.97% | Q4 2025 | Feb 17, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 701,185 | 33,201 | 1.21% | 1.17% | 59 | +46,936 | 7.17% | Q4 2025 | Feb 02, 2026 |
| Continuum Advisory, LLC | History | Added to | 661,446 | 31,319 | 3.14% | 3.03% | 60 | +57,907 | 9.59% | Q4 2025 | Feb 11, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Added to | 653,833 | 30,958 | 6.68% | 6.81% | 61 | +35,196 | 5.69% | Q4 2025 | Jan 20, 2026 |
| Forum Private Client Group LLC | History | Added to | 641,397 | 30,370 | 10.35% | 10.34% | 62 | +31,287 | 5.13% | Q4 2025 | Feb 06, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Added to | 633,585 | 30,120 | 7.66% | 7.66% | 63 | +26,491 | 4.36% | Q4 2025 | Jan 23, 2026 |
| ROYAL BANK OF CANADA | History | New | 635,632 | 30,097 | 0.0% | — | 64 | +635,632 | New | Q4 2025 | Feb 17, 2026 |
| KINTRA WEALTH, LLC | History | New | 626,181 | 29,649 | 4.14% | — | 65 | +626,181 | New | Q4 2025 | Feb 18, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 618,792 | 29,299 | 6.44% | — | 66 | +618,792 | New | Q4 2025 | Feb 18, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 609,777 | 28,872 | 0.04% | 0.04% | 67 | +24,770 | 4.23% | Q4 2025 | Feb 02, 2026 |
| Tarbox Family Office, Inc. | History | Added to | 607,842 | 28,781 | 4.63% | 4.06% | 68 | +25,771 | 4.43% | Q4 2025 | Jan 21, 2026 |
| 46 Peaks LLC | History | New | 597,915 | 28,424 | 20.85% | — | 69 | +597,915 | New | Q4 2025 | Feb 26, 2026 |
| Royal Harbor Partners, LLC | History | Added to | 600,032 | 28,411 | 9.39% | 9.63% | 70 | +2,745 | 0.46% | Q4 2025 | Feb 19, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 581,795 | 27,570 | 1.71% | 1.75% | 71 | +13,702 | 2.41% | Q4 2025 | Feb 17, 2026 |
| AlphaCore Capital LLC | History | New | 574,494 | 27,312 | 0.61% | — | 72 | +574,494 | New | Q4 2025 | Feb 05, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 576,707 | 27,307 | 0.87% | 0.67% | 73 | +161,629 | 38.94% | Q4 2025 | Jan 12, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 575,252 | 27,238 | 0.2% | 0.2% | 74 | +7,159 | 1.26% | Q4 2025 | Feb 13, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 567,642 | 26,985 | 2.59% | 2.37% | 75 | +72,403 | 14.62% | Q4 2025 | Feb 11, 2026 |
| Mach-1 Financial Group, LLC | History | New | 549,833 | 26,034 | 5.35% | — | 76 | +549,833 | New | Q4 2025 | Feb 06, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 536,367 | 25,396 | 1.58% | 1.7% | 77 | +39,143 | 7.87% | Q4 2025 | Feb 11, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 532,617 | 25,319 | 0.95% | 0.85% | 78 | +54,685 | 11.44% | Q4 2025 | Feb 12, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 522,904 | 24,759 | 3.44% | 3.31% | 79 | +84,236 | 19.2% | Q4 2025 | Jan 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 521,244 | 24,680 | 0.06% | 0.03% | 80 | +283,268 | 119.03% | Q4 2025 | Feb 13, 2026 |
| Steele Capital Management, Inc. | History | Reduced | 501,394 | 23,834 | 1.02% | 1.09% | 81 | -17,763 | -3.42% | Q4 2025 | Jan 27, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 495,483 | 23,461 | 4.94% | 5.02% | 82 | +15,758 | 3.28% | Q4 2025 | Jan 29, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 488,955 | 23,152 | 4.96% | 4.85% | 83 | +26,494 | 5.73% | Q4 2025 | Feb 04, 2026 |
| STEPHENS INC /AR/ | History | Added to | 477,714 | 22,619 | 0.28% | 0.28% | 84 | +14,037 | 3.03% | Q4 2025 | Feb 05, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Added to | 466,152 | 22,072 | 1.89% | 1.48% | 85 | +251,598 | 117.27% | Q4 2025 | Feb 11, 2026 |
| Waterloo Capital, L.P. | History | Added to | 452,260 | 21,414 | 1.54% | 1.57% | 86 | +6,838 | 1.54% | Q4 2025 | Feb 10, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 450,455 | 21,329 | 1.26% | 1.31% | 87 | +46,663 | 11.56% | Q4 2025 | Feb 10, 2026 |
| Horizon Investments, LLC | History | Added to | 449,407 | 21,279 | 0.27% | 0.25% | 88 | +44,734 | 11.05% | Q4 2025 | Feb 02, 2026 |
| American Money Management, LLC | History | Added to | 445,324 | 21,086 | 3.31% | 3.37% | 89 | +20,378 | 4.8% | Q4 2025 | Feb 10, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 444,722 | 21,057 | 5.93% | 5.8% | 90 | +39,379 | 9.71% | Q4 2025 | Jan 14, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 443,524 | 21,000 | 2.8% | 2.76% | 91 | +54,021 | 13.87% | Q4 2025 | Jan 09, 2026 |
| FAGAN ASSOCIATES, INC. | History | Added to | 434,858 | 20,590 | 2.75% | 2.24% | 92 | +93,287 | 27.31% | Q4 2025 | Jan 30, 2026 |
| CWM, LLC | History | Added to | 432,212 | 20,465 | 0.06% | 0.04% | 93 | +130,514 | 43.26% | Q4 2025 | Jan 26, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 429,881 | 20,354 | 0.12% | 0.1% | 94 | +95,536 | 28.57% | Q4 2025 | Jan 29, 2026 |
| Blue Water Asset Management | History | New | 426,891 | 20,213 | 7.27% | — | 95 | +426,891 | New | Q4 2025 | Feb 05, 2026 |
| Magnus Financial Group LLC | History | Added to | 420,285 | 19,900 | 1.52% | 1.42% | 96 | +40,663 | 10.71% | Q4 2025 | Jan 07, 2026 |
| Spire Wealth Management | History | Added to | 417,088 | 19,749 | 0.66% | 0.67% | 97 | +1,713 | 0.41% | Q4 2025 | Jan 14, 2026 |
| SouthState Bank Corp | History | Reduced | 402,337 | 19,050 | 0.85% | 0.89% | 98 | -5,814 | -1.42% | Q4 2025 | Feb 11, 2026 |
| TD Capital Management LLC | History | Added to | 395,905 | 18,746 | 1.66% | 1.6% | 99 | +21,667 | 5.79% | Q4 2025 | Feb 26, 2026 |
| Selby Wealth Management, LLC | History | New | 387,675 | 18,356 | 7.4% | — | 100 | +387,675 | New | Q4 2025 | Feb 13, 2026 |
| Trinity Legacy Partners, LLC | History | Added to | 365,333 | 17,298 | 3.97% | 3.83% | 101 | +16,332 | 4.68% | Q4 2025 | Jan 26, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Added to | 364,224 | 17,245 | 9.37% | 9.4% | 102 | +15,258 | 4.37% | Q4 2025 | Feb 02, 2026 |
| HUB Investment Partners, LLC | History | Added to | 361,338 | 17,109 | 0.44% | 0.56% | 103 | +5,440 | 1.53% | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | Added to | 357,640 | 16,934 | 0.36% | 0.36% | 104 | +13,638 | 3.96% | Q4 2025 | Feb 02, 2026 |
| Invst, LLC | History | Added to | 351,569 | 16,646 | 1.81% | 1.76% | 105 | +26,283 | 8.08% | Q4 2025 | Feb 11, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 339,576 | 16,078 | 1.04% | 0.98% | 106 | +35,080 | 11.52% | Q4 2025 | Feb 18, 2026 |
| Choice Wealth Advisors, LLC | History | New | 338,606 | 16,032 | 6.34% | — | 107 | +338,606 | New | Q4 2025 | Jan 08, 2026 |
| Financial Connections Group, Inc. | History | Added to | 333,450 | 15,788 | 5.43% | 4.61% | 108 | +84,851 | 34.13% | Q4 2025 | Jan 23, 2026 |
| CORE WEALTH ADVISORS, LLC | History | New | 324,557 | 15,367 | 12.11% | — | 109 | +324,557 | New | Q4 2025 | Feb 10, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | Added to | 324,028 | 15,342 | 6.97% | 6.76% | 110 | +19,844 | 6.52% | Q4 2025 | Feb 11, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 310,795 | 14,716 | 3.95% | 3.9% | 111 | +5,247 | 1.72% | Q4 2025 | Jan 16, 2026 |
| Financial Partners Group, Inc | History | Added to | 308,611 | 14,660 | 1.7% | 0.1% | 112 | +292,065 | 1765.17% | Q4 2025 | Feb 03, 2026 |
| FMA Wealth Management, LLC | History | Added to | 308,915 | 14,627 | 9.48% | 10.07% | 113 | +393 | 0.13% | Q4 2025 | Jan 13, 2026 |
| BankPlus Wealth Management LLC | History | Added to | 307,853 | 14,576 | 8.05% | 8.03% | 114 | +21,313 | 7.44% | Q4 2025 | Feb 04, 2026 |
| LPL Financial LLC | History | Added to | 306,361 | 14,506 | 0.0% | 0.0% | 115 | +61,761 | 25.25% | Q4 2025 | Feb 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 297,408 | 14,082 | 0.04% | 0.03% | 116 | +43,439 | 17.1% | Q4 2025 | Feb 05, 2026 |
| Stadion Money Management, LLC | History | Reduced | 293,575 | 13,900 | 1.13% | 1.38% | 117 | -70,406 | -19.34% | Q4 2025 | Feb 17, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 283,649 | 13,430 | 0.1% | 0.11% | 118 | +8,436 | 3.07% | Q4 2025 | Jan 14, 2026 |
| Janney Capital Management LLC | History | Reduced | 278,201 | 13,173 | 0.83% | 0.83% | 119 | -1,299 | -0.46% | Q4 2025 | Feb 11, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Added to | 275,547 | 13,047 | 4.05% | 3.64% | 120 | +30,744 | 12.56% | Q4 2025 | Jan 15, 2026 |
| Apella Capital, LLC | History | Added to | 262,335 | 12,421 | 0.25% | 0.25% | 121 | +29,564 | 12.7% | Q4 2025 | Jan 21, 2026 |
| Alpha Advisors, LLC/VA | History | Added to | 260,908 | 12,354 | 9.53% | 9.31% | 122 | +325 | 0.12% | Q4 2025 | Feb 12, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 259,871 | 12,304 | 0.91% | 0.19% | 123 | +215,645 | 487.6% | Q4 2025 | Jan 28, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 249,098 | 11,794 | 1.32% | 0.22% | 124 | +210,869 | 551.59% | Q4 2025 | Feb 17, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 247,937 | 11,739 | 1.12% | 1.36% | 125 | +26,002 | 11.72% | Q4 2025 | Jan 22, 2026 |
| SIERRA OCEAN, LLC | History | Added to | 240,127 | 11,370 | 9.41% | 9.27% | 126 | +8,122 | 3.5% | Q4 2025 | Feb 06, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | Added to | 239,028 | 11,363 | 4.97% | 4.97% | 127 | +6,995 | 3.01% | Q4 2025 | Feb 05, 2026 |
| Atria Investments, Inc | History | New | 238,578 | 11,296 | 0.13% | — | 128 | +238,578 | New | Q4 2025 | Feb 05, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 238,293 | 11,283 | 2.73% | 2.75% | 129 | +5,876 | 2.53% | Q4 2025 | Feb 11, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 234,549 | 11,105 | 0.58% | 0.54% | 130 | +51,677 | 28.26% | Q4 2025 | Jan 26, 2026 |
| Clarity Wealth Advisors, LLC | History | Added to | 223,993 | 10,606 | 2.16% | 2.0% | 131 | +32,750 | 17.12% | Q4 2025 | Jan 23, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 221,351 | 10,483 | 0.59% | 0.38% | 132 | +86,417 | 64.04% | Q4 2025 | Jan 14, 2026 |
| Blume Capital Management, Inc. | History | Added to | 218,576 | 10,349 | 1.88% | 0.46% | 133 | +167,526 | 328.16% | Q4 2025 | Feb 05, 2026 |
| FLOYD FINANCIAL GROUP LLC | History | Added to | 215,805 | 10,337 | 6.99% | 7.46% | 134 | +4,554 | 2.16% | Q4 2025 | Feb 24, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 215,649 | 10,210 | 0.02% | 0.02% | 135 | -2,501 | -1.15% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 210,884 | 9,985 | 0.05% | 0.06% | 136 | +8,274 | 4.08% | Q4 2025 | Feb 12, 2026 |
| Cedar Point Capital Partners, LLC | History | Added to | 205,357 | 9,723 | 6.21% | 6.14% | 137 | +8,357 | 4.24% | Q4 2025 | Feb 11, 2026 |
| Cannon Wealth Management Services, LLC | History | Added to | 205,249 | 9,718 | 6.86% | 6.74% | 138 | +17,965 | 9.59% | Q4 2025 | Jan 27, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 204,407 | 9,678 | 0.17% | 0.19% | 139 | +8,771 | 4.48% | Q4 2025 | Jan 16, 2026 |
| Greenbush Financial Group, LLC | History | Added to | 203,507 | 9,636 | 3.28% | 3.32% | 140 | +21,597 | 11.87% | Q4 2025 | Jan 20, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 199,752 | 9,458 | 0.02% | — | 141 | +199,752 | New | Q4 2025 | Feb 05, 2026 |
| Financially in Tune, LLC | History | New | 199,702 | 9,455 | 8.82% | — | 142 | +199,702 | New | Q4 2025 | Feb 27, 2026 |
| Philip James Wealth Mangement, LLC | History | Reduced | 196,473 | 9,302 | 1.08% | 1.11% | 143 | -2,850 | -1.43% | Q4 2025 | Jan 20, 2026 |
| Trademark Financial Management, LLC | History | Added to | 190,661 | 9,027 | 4.97% | 5.22% | 144 | +2,160 | 1.15% | Q4 2025 | Jan 28, 2026 |
| Econ Financial Services Corp | History | Reduced | 185,901 | 8,802 | 4.41% | 7.73% | 145 | -140,283 | -43.01% | Q4 2025 | Jan 15, 2026 |
| Visionary Wealth Advisors | History | Added to | 183,261 | 8,677 | 0.39% | 0.32% | 146 | +36,723 | 25.06% | Q4 2025 | Feb 13, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 181,089 | 8,574 | 0.55% | 0.5% | 147 | +22,197 | 13.97% | Q4 2025 | Feb 05, 2026 |
| WBH ADVISORY INC | History | Added to | 180,812 | 8,561 | 0.63% | 0.59% | 148 | +17,343 | 10.61% | Q4 2025 | Jan 26, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 178,296 | 8,442 | 3.23% | 3.19% | 149 | +9,360 | 5.54% | Q4 2025 | Feb 05, 2026 |
| Trivium Point Advisory, LLC | History | Added to | 176,248 | 8,345 | 0.84% | 0.83% | 150 | +5,192 | 3.04% | Q4 2025 | Jan 26, 2026 |
| Composition Wealth, LLC | History | Reduced | 173,051 | 8,193 | 0.12% | 0.12% | 151 | -2,278 | -1.3% | Q4 2025 | Feb 02, 2026 |
| Arlington Financial Advisors, LLC | History | Reduced | 169,772 | 8,038 | 1.15% | 4.92% | 152 | -533,822 | -75.87% | Q4 2025 | Jan 12, 2026 |
| 5T Wealth, LLC | History | Added to | 169,495 | 8,026 | 3.21% | 3.28% | 153 | +11,056 | 6.98% | Q4 2025 | Jan 27, 2026 |
| Ignite Planners, LLC | History | Added to | 164,008 | 7,791 | 1.19% | 1.25% | 154 | +3,918 | 2.45% | Q4 2025 | Feb 06, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 163,199 | 7,727 | 0.11% | 0.09% | 155 | +7,228 | 4.63% | Q4 2025 | Feb 02, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 157,076 | 7,437 | 3.78% | 2.72% | 156 | +54,580 | 53.25% | Q4 2025 | Jan 08, 2026 |
| BETO FINANCIAL GROUP, LLC | History | New | 156,647 | 7,406 | 5.0% | — | 157 | +156,647 | New | Q4 2025 | Feb 10, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 150,110 | 7,107 | 0.71% | 0.72% | 158 | +4,930 | 3.4% | Q4 2025 | Jan 27, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 149,334 | 7,070 | 0.12% | 0.13% | 159 | +615 | 0.41% | Q4 2025 | Jan 22, 2026 |
| Whitegate Investment Counselors, Inc. | History | Added to | 148,394 | 7,026 | 2.2% | 0.63% | 160 | +107,820 | 265.74% | Q4 2025 | Feb 10, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 142,632 | 6,753 | 0.04% | 0.02% | 161 | +64,262 | 82.0% | Q4 2025 | Jan 29, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 142,412 | 6,743 | 0.07% | 0.07% | 162 | -1,553 | -1.08% | Q4 2025 | Jan 13, 2026 |
| MN Wealth Advisors, LLC | History | Added to | 135,486 | 6,415 | 3.24% | 2.62% | 163 | +32,440 | 31.48% | Q4 2025 | Feb 02, 2026 |
| Bank of New York Mellon Corp | History | Added to | 127,902 | 6,056 | 0.0% | 0.0% | 164 | +30,458 | 31.26% | Q4 2025 | Feb 10, 2026 |
| Embree Financial Group | History | Added to | 125,694 | 5,951 | 0.73% | 0.58% | 165 | +34,693 | 38.12% | Q4 2025 | Jan 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 122,951 | 5,821 | 0.07% | 0.09% | 166 | +15,087 | 13.99% | Q4 2025 | Jan 29, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 122,320 | 5,791 | 0.09% | 0.09% | 167 | +10,469 | 9.36% | Q4 2025 | Feb 12, 2026 |
| Boulder Wealth Advisors, LLC | History | Added to | 121,650 | 5,760 | 2.43% | 0.65% | 168 | +92,215 | 313.28% | Q4 2025 | Feb 05, 2026 |
| Base Wealth Management LLC | History | Added to | 118,541 | 5,612 | 3.02% | 1.89% | 169 | +48,806 | 69.99% | Q4 2025 | Jan 21, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Added to | 115,070 | 5,456 | 2.07% | 1.55% | 170 | +77,845 | 209.12% | Q4 2025 | Feb 10, 2026 |
| Heritage Wealth Management, Inc. | History | Added to | 114,608 | 5,426 | 1.51% | 1.06% | 171 | +38,649 | 50.88% | Q4 2025 | Jan 26, 2026 |
| Betterment LLC | History | Added to | 107,641 | 5,097 | 0.01% | 0.01% | 172 | +10,206 | 10.47% | Q4 2025 | Feb 12, 2026 |
| Leo Wealth, LLC | History | New | 106,030 | 5,020 | 0.36% | — | 173 | +106,030 | New | Q4 2025 | Jan 21, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | Added to | 103,570 | 4,904 | 10.53% | 9.9% | 174 | +1,256 | 1.23% | Q4 2025 | Feb 13, 2026 |
| TABLEAUX LLC | History | Reduced | 95,306 | 4,787 | 3.39% | 3.4% | 175 | -83,282 | -46.63% | Q4 2025 | Feb 17, 2026 |
| TruWealth Advisors, LLC | History | Added to | 100,519 | 4,759 | 0.23% | 0.24% | 176 | +882 | 0.89% | Q4 2025 | Jan 07, 2026 |
| COURIER CAPITAL LLC | History | Added to | 99,466 | 4,709 | 0.26% | 0.25% | 177 | +6,385 | 6.86% | Q4 2025 | Jan 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 98,756 | 4,676 | 0.05% | 0.02% | 178 | +67,189 | 212.85% | Q4 2025 | Jan 23, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 96,965 | 4,591 | 0.33% | 0.31% | 179 | +1,155 | 1.21% | Q4 2025 | Jan 14, 2026 |
| Capital Planning LLC | History | Added to | 93,233 | 4,429 | 1.24% | 1.28% | 180 | +896 | 0.97% | Q4 2025 | Jan 23, 2026 |
| United Advisor Group, LLC | History | Added to | 93,317 | 4,418 | 0.55% | 0.57% | 181 | +4,448 | 5.01% | Q4 2025 | Jan 26, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 93,030 | 4,404 | 0.66% | 0.3% | 182 | +64,485 | 225.91% | Q4 2025 | Feb 03, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | New | 91,070 | 4,312 | 1.99% | — | 183 | +91,070 | New | Q4 2025 | Feb 17, 2026 |
| James J. Burns & Company, LLC | History | Added to | 90,639 | 4,291 | 0.59% | 0.57% | 184 | +9,700 | 11.98% | Q4 2025 | Jan 23, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 90,475 | 4,283 | 0.79% | 0.69% | 185 | +9,919 | 12.31% | Q4 2025 | Jan 27, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 88,900 | 4,209 | 0.5% | 0.48% | 186 | +2,959 | 3.44% | Q4 2025 | Feb 13, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 88,486 | 4,206 | 0.11% | 0.1% | 187 | +10,927 | 14.09% | Q4 2025 | Feb 17, 2026 |
| Indivisible Partners | History | New | 88,362 | 4,183 | 0.45% | — | 188 | +88,362 | New | Q4 2025 | Feb 03, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 82,968 | 3,928 | 0.89% | 0.84% | 189 | +5,016 | 6.43% | Q4 2025 | Feb 05, 2026 |
| Patten Group, Inc. | History | Added to | 81,177 | 3,843 | 0.71% | 0.51% | 190 | +25,925 | 46.92% | Q4 2025 | Jan 23, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 80,815 | 3,832 | 0.18% | 0.19% | 191 | +590 | 0.74% | Q4 2025 | Feb 13, 2026 |
| WESBANCO BANK INC | History | Added to | 80,186 | 3,796 | 0.1% | 0.01% | 192 | +72,164 | 899.58% | Q4 2025 | Feb 03, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 79,792 | 3,778 | 0.09% | 0.08% | 193 | +13,126 | 19.69% | Q4 2025 | Feb 13, 2026 |
| Essex Financial Services, Inc. | History | Added to | 79,749 | 3,776 | 0.21% | 0.09% | 194 | +48,545 | 155.57% | Q4 2025 | Feb 10, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 78,793 | 3,731 | 0.12% | 0.23% | 195 | -41,582 | -34.54% | Q4 2025 | Feb 13, 2026 |
| Lionsbridge Wealth Management LLC | History | Added to | 78,565 | 3,720 | 3.76% | 3.59% | 196 | +1,902 | 2.48% | Q4 2025 | Jan 26, 2026 |
| World Investment Advisors | History | Reduced | 77,038 | 3,647 | 0.06% | 0.08% | 197 | -9,744 | -11.23% | Q4 2025 | Mar 12, 2026 |
| Independent Advisor Alliance | History | Added to | 75,965 | 3,596 | 0.09% | 0.09% | 198 | +5,357 | 7.59% | Q4 2025 | Feb 04, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 74,541 | 3,529 | 0.2% | 0.21% | 199 | +4,471 | 6.38% | Q4 2025 | Feb 04, 2026 |
| Gotham Asset Management, LLC | History | No change | 73,886 | 3,498 | 0.01% | 0.02% | 200 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| KOM Wealth Management Group, LLC | History | New | 72,344 | 3,425 | 2.42% | — | 201 | +72,344 | New | Q4 2025 | Jan 23, 2026 |
| John W. Brooker & Co., CPAs | History | Reduced | 71,632 | 3,391 | 6.07% | 7.24% | 202 | -3,355 | -4.47% | Q4 2025 | Jan 13, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 70,325 | 3,329 | 0.99% | 0.34% | 203 | +47,461 | 207.58% | Q4 2025 | Feb 10, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 69,606 | 3,295 | 0.08% | 0.09% | 204 | -1,834 | -2.57% | Q4 2025 | Jan 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 69,358 | 3,284 | 0.07% | 0.06% | 205 | +10,194 | 17.23% | Q4 2025 | Feb 09, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 69,027 | 3,268 | 0.83% | 0.75% | 206 | +8,127 | 13.34% | Q4 2025 | Jan 07, 2026 |
| Saxony Capital Management, LLC | History | Added to | 67,302 | 3,186 | 1.95% | 1.49% | 207 | +19,735 | 41.49% | Q4 2025 | Jan 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 66,611 | 3,154 | 0.04% | 0.04% | 208 | -403 | -0.6% | Q4 2025 | Jan 29, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 66,316 | 3,138 | 1.22% | 0.86% | 209 | +24,298 | 57.83% | Q4 2025 | Jan 21, 2026 |
| PROSPERITY BANCSHARES INC | History | New | 66,022 | 3,126 | 2.82% | — | 210 | +66,022 | New | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | Added to | 65,444 | 3,111 | 0.05% | 0.04% | 211 | +4,797 | 7.91% | Q4 2025 | Feb 13, 2026 |
| MidAtlantic Capital Management, Inc. | History | Added to | 64,584 | 3,058 | 1.96% | 2.03% | 212 | +2,156 | 3.45% | Q4 2025 | Feb 10, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 61,954 | 2,933 | 1.69% | 1.7% | 213 | +6,326 | 11.37% | Q4 2025 | Feb 09, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | New | 61,852 | 2,929 | 2.47% | — | 214 | +61,852 | New | Q4 2025 | Jan 20, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 60,870 | 2,882 | 0.18% | 0.19% | 215 | -1,400 | -2.25% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 60,625 | 2,870 | 0.19% | 0.25% | 216 | -16,070 | -20.95% | Q4 2025 | Jan 23, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 58,852 | 2,787 | 0.17% | 0.17% | 217 | +1,722 | 3.01% | Q4 2025 | Feb 13, 2026 |
| Lido Advisors, LLC | History | Added to | 58,581 | 2,778 | 0.01% | 0.0% | 218 | +37,430 | 176.97% | Q4 2025 | Feb 10, 2026 |
| Ascent Group, LLC | History | Added to | 58,343 | 2,762 | 0.09% | 0.09% | 219 | +2,501 | 4.48% | Q4 2025 | Jan 20, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 57,863 | 2,750 | 0.63% | 0.65% | 220 | +1,082 | 1.91% | Q4 2025 | Jan 28, 2026 |
| NewEdge Advisors, LLC | History | Added to | 56,550 | 2,677 | 0.01% | 0.01% | 221 | +18,374 | 48.13% | Q4 2025 | Feb 18, 2026 |
| BankPlus Trust Department | History | Added to | 56,449 | 2,672 | 0.7% | 0.66% | 222 | +4,446 | 8.55% | Q4 2025 | Jan 27, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 55,528 | 2,629 | 0.36% | 0.34% | 223 | +4,841 | 9.55% | Q4 2025 | Jan 21, 2026 |
| Mainsail Financial Group, LLC | History | Reduced | 53,118 | 2,515 | 1.05% | 1.11% | 224 | -1,149 | -2.12% | Q4 2025 | Jan 23, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Added to | 52,324 | 2,484 | 1.16% | 1.28% | 225 | +8,470 | 19.31% | Q4 2025 | Jan 26, 2026 |
| Autumn Glory Partners, LLC | History | Added to | 51,755 | 2,450 | 0.86% | 1.0% | 226 | +472 | 0.92% | Q4 2025 | Jan 27, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 48,997 | 2,320 | 0.03% | 0.03% | 227 | +1,497 | 3.15% | Q4 2025 | Feb 02, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 48,514 | 2,297 | 0.38% | — | 228 | +48,514 | New | Q4 2025 | Feb 18, 2026 |
| Creative Planning | History | Reduced | 48,157 | 2,280 | 0.0% | 0.0% | 229 | -3,408 | -6.61% | Q4 2025 | Feb 17, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 47,845 | 2,265 | 0.04% | 0.04% | 230 | +10,995 | 29.84% | Q4 2025 | Jan 14, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 46,589 | 2,205 | 0.12% | 0.12% | 231 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 45,056 | 2,133 | 0.01% | 0.01% | 232 | +9,249 | 25.83% | Q4 2025 | Feb 18, 2026 |
| TBH Global Asset Management, LLC | History | Added to | 44,948 | 2,128 | 0.36% | 0.06% | 233 | +38,158 | 561.97% | Q4 2025 | Jan 29, 2026 |
| Greenline Wealth Management LLC | History | New | 44,889 | 2,125 | 2.2% | — | 234 | +44,889 | New | Q4 2025 | Feb 13, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 44,830 | 2,122 | 0.67% | 0.7% | 235 | +437 | 0.98% | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | Added to | 44,639 | 2,113 | 0.05% | 0.05% | 236 | +3,981 | 9.79% | Q4 2025 | Feb 06, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 44,470 | 2,105 | 0.87% | 0.88% | 237 | +1,119 | 2.58% | Q4 2025 | Jan 14, 2026 |
| Towne Trust Company, N.A | History | Added to | 41,788 | 1,978 | 0.62% | 0.41% | 238 | +14,912 | 55.48% | Q4 2025 | Jan 26, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 40,416 | 1,913 | 0.92% | 0.92% | 239 | -2,513 | -5.85% | Q4 2025 | Feb 03, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 39,148 | 1,853 | 0.38% | 0.36% | 240 | +4,324 | 12.42% | Q4 2025 | Jan 05, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Added to | 38,882 | 1,841 | 0.96% | 0.85% | 241 | +3,941 | 11.28% | Q4 2025 | Jan 23, 2026 |
| Merited Wealth, LLC | History | New | 37,510 | 1,776 | 1.65% | — | 242 | +37,510 | New | Q4 2025 | Mar 26, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 37,404 | 1,771 | 0.09% | — | 243 | +37,404 | New | Q4 2025 | Jan 28, 2026 |
| Global Retirement Partners, LLC | History | Added to | 36,670 | 1,736 | 0.03% | 0.04% | 244 | +891 | 2.49% | Q4 2025 | Feb 06, 2026 |
| Fiduciary Alliance LLC | History | Added to | 35,873 | 1,698 | 0.11% | 0.11% | 245 | +55 | 0.15% | Q4 2025 | Jan 22, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 35,846 | 1,697 | 0.1% | 0.09% | 246 | +6,252 | 21.13% | Q4 2025 | Feb 10, 2026 |
| PDS Planning, Inc | History | Reduced | 35,604 | 1,685 | 0.11% | 0.12% | 247 | -2,138 | -5.66% | Q4 2025 | Jan 26, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 34,002 | 1,610 | 0.0% | 0.0% | 248 | +10,698 | 45.91% | Q4 2025 | Mar 16, 2026 |
| Balance Wealth, LLC | History | Reduced | 33,153 | 1,569 | 0.5% | 0.39% | 249 | -129 | -0.39% | Q4 2025 | Jan 21, 2026 |
| RMR Wealth Builders | History | Added to | 32,949 | 1,560 | 0.12% | 0.09% | 250 | +10,558 | 47.15% | Q4 2025 | Jan 29, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 31,974 | 1,513 | 0.05% | 0.07% | 251 | -6,969 | -17.9% | Q4 2025 | Jan 27, 2026 |
| TopTier Wealth Management, LLC | History | New | 31,504 | 1,491 | 1.01% | — | 252 | +31,504 | New | Q4 2025 | Feb 12, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 31,423 | 1,487 | 0.05% | 0.06% | 253 | -1,961 | -5.87% | Q4 2025 | Feb 03, 2026 |
| BlackRock, Inc. | History | Added to | 30,885 | 1,462 | 0.0% | 0.0% | 254 | +1,237 | 4.17% | Q4 2025 | Feb 12, 2026 |
| NORDEN GROUP LLC | History | Added to | 30,465 | 1,442 | 0.14% | 0.15% | 255 | +369 | 1.23% | Q4 2025 | Jan 13, 2026 |
| Menard Financial Group LLC | History | Reduced | 30,453 | 1,441 | 0.99% | 1.01% | 256 | -1,045 | -3.32% | Q4 2025 | Feb 13, 2026 |
| Wayfinding Financial, LLC | History | Added to | 30,192 | 1,435 | 0.61% | 0.61% | 257 | +468 | 1.57% | Q4 2025 | Feb 12, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 29,978 | 1,422 | 0.05% | 0.05% | 258 | -4,331 | -12.62% | Q4 2025 | Jan 23, 2026 |
| DeLarme Wealth Management, Inc. | History | New | 29,501 | 1,396 | 0.99% | — | 259 | +29,501 | New | Q4 2025 | Jan 26, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Reduced | 29,471 | 1,395 | 0.64% | 0.53% | 260 | -2,315 | -7.28% | Q4 2025 | Jan 23, 2026 |
| Sowell Financial Services LLC | History | Added to | 29,312 | 1,387 | 0.05% | 0.03% | 261 | +15,031 | 105.25% | Q4 2025 | Jan 21, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 29,115 | 1,378 | 0.15% | 0.17% | 262 | -1,619 | -5.27% | Q4 2025 | Feb 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 28,665 | 1,357 | 0.0% | 0.0% | 263 | +2,210 | 8.35% | Q4 2025 | Feb 10, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 28,252 | 1,337 | 0.23% | 0.2% | 264 | +5,392 | 23.59% | Q4 2025 | Feb 02, 2026 |
| ORG Partners LLC | History | Added to | 27,606 | 1,307 | 0.23% | 0.21% | 265 | +2,993 | 12.16% | Q4 2025 | Jan 14, 2026 |
| Centurion Wealth Management LLC | History | New | 27,106 | 1,283 | 0.28% | — | 266 | +27,106 | New | Q4 2025 | Jan 14, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 27,020 | 1,279 | 0.24% | 0.23% | 267 | +2,000 | 7.99% | Q4 2025 | Feb 09, 2026 |
| JM2 Capital Inc. | History | New | 26,774 | 1,267 | 1.02% | — | 268 | +26,774 | New | Q4 2025 | Jan 23, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 26,744 | 1,266 | 0.01% | 0.01% | 269 | +4,255 | 18.92% | Q4 2025 | Feb 12, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Reduced | 26,535 | 1,256 | 0.28% | 0.31% | 270 | -400 | -1.49% | Q4 2025 | Jan 26, 2026 |
| Daybright Advisory Services, Inc. | History | New | 26,091 | 1,235 | 0.33% | — | 271 | +26,091 | New | Q4 2025 | Feb 12, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 25,945 | 1,228 | 0.02% | 0.02% | 272 | +350 | 1.37% | Q4 2025 | Feb 09, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 25,561 | 1,215 | 0.27% | 0.33% | 273 | -5,568 | -17.89% | Q4 2025 | Feb 17, 2026 |
| Elevation Wealth Management LLC | History | New | 24,945 | 1,185 | 1.14% | — | 274 | +24,945 | New | Q4 2025 | Feb 12, 2026 |
| Blueprint Investment Partners LLC | History | No change | 24,558 | 1,162 | 0.12% | 0.16% | 275 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Blueprint Financial Advisors LLC | History | No change | 24,558 | 1,162 | 0.18% | 0.25% | 276 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 24,332 | 1,152 | 0.76% | 0.77% | 277 | +708 | 3.0% | Q4 2025 | Feb 11, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | Added to | 24,275 | 1,149 | 0.72% | 0.44% | 278 | +11,046 | 83.5% | Q4 2025 | Jan 28, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 24,095 | 1,140 | 0.31% | 0.37% | 279 | +5,308 | 28.25% | Q4 2025 | Feb 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 23,845 | 1,129 | 0.0% | 0.0% | 280 | -115,761 | -82.92% | Q4 2025 | Mar 25, 2026 |
| Nolet Wealth Management, LLC | History | New | 23,742 | 1,124 | 0.63% | — | 281 | +23,742 | New | Q4 2025 | Feb 27, 2026 |
| FWG Holdings, LLC | History | No change | 23,527 | 1,123 | 0.43% | 0.48% | 282 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| &PARTNERS | History | Reduced | 23,156 | 1,096 | 0.01% | 0.01% | 283 | -481 | -2.03% | Q4 2025 | Feb 17, 2026 |
| CRA Financial Services, LLC | History | Added to | 23,094 | 1,093 | 0.14% | 0.14% | 284 | +868 | 3.91% | Q4 2025 | Jan 16, 2026 |
| Sequent Planning LLC | History | Added to | 22,883 | 1,083 | 0.28% | 0.12% | 285 | +13,654 | 147.95% | Q4 2025 | Feb 05, 2026 |
| Independent Wealth Network Inc. | History | Added to | 21,779 | 1,031 | 0.31% | 0.3% | 286 | +2,252 | 11.53% | Q4 2025 | Jan 26, 2026 |
| First Citizens Financial Corp | History | Reduced | 21,336 | 1,010 | 0.5% | 0.66% | 287 | -6,818 | -24.22% | Q4 2025 | Jan 06, 2026 |
| AE Wealth Management LLC | History | Added to | 20,764 | 983 | 0.01% | 0.0% | 288 | +10,590 | 104.09% | Q4 2025 | Jan 26, 2026 |
| Allworth Financial LP | History | New | 20,103 | 951 | 0.0% | — | 289 | +20,103 | New | Q4 2025 | Feb 05, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 19,616 | 931 | 0.27% | 0.2% | 290 | +7,287 | 59.1% | Q4 2025 | Feb 10, 2026 |
| Kuhn & Co Investment Counsel | History | Added to | 19,416 | 919 | 0.61% | 0.73% | 291 | +86 | 0.44% | Q4 2025 | Feb 09, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 19,302 | 913 | 0.05% | 0.04% | 292 | +3,792 | 24.45% | Q4 2025 | Jan 20, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 19,085 | 905 | 0.09% | 0.04% | 293 | +11,241 | 143.31% | Q4 2025 | Jan 12, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 18,979 | 898 | 0.3% | 0.3% | 294 | +642 | 3.5% | Q4 2025 | Feb 05, 2026 |
| DAVENPORT & Co LLC | History | Added to | 18,870 | 893 | 0.0% | 0.0% | 295 | +3,816 | 25.35% | Q4 2025 | Jan 12, 2026 |
| GeoWealth Management, LLC | History | Reduced | 18,776 | 889 | 0.03% | 0.04% | 296 | -1,721 | -8.4% | Q4 2025 | Feb 17, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 18,774 | 888 | 0.01% | 0.01% | 297 | +4,011 | 27.17% | Q4 2025 | Feb 09, 2026 |
| Krilogy Financial LLC | History | Added to | 18,415 | 875 | 0.03% | 0.02% | 298 | +4,829 | 35.54% | Q4 2025 | Jan 27, 2026 |
| Maia Wealth LLC | History | Reduced | 18,096 | 864 | 0.15% | 0.28% | 299 | -16,678 | -47.96% | Q4 2025 | Feb 17, 2026 |
| Capstone Wealth Management, Inc. | History | New | 17,820 | 843 | 0.74% | — | 300 | +17,820 | New | Q4 2025 | Feb 20, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 17,109 | 810 | 0.03% | 0.05% | 301 | -7,420 | -30.25% | Q4 2025 | Jan 20, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 17,001 | 804 | 0.01% | 0.0% | 302 | -1,270 | -6.95% | Q4 2025 | Feb 13, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 16,164 | 765 | 0.09% | 0.08% | 303 | +2,636 | 19.49% | Q4 2025 | Jan 07, 2026 |
| Ankerstar Wealth, LLC | History | New | 15,279 | 726 | 0.72% | — | 304 | +15,279 | New | Q4 2025 | Feb 12, 2026 |
| Prospera Financial Services Inc | History | Reduced | 15,223 | 721 | 0.01% | 0.01% | 305 | -2,301 | -13.13% | Q4 2025 | Feb 09, 2026 |
| Sigma Planning Corp | History | Added to | 14,836 | 702 | 0.02% | 0.02% | 306 | +153 | 1.04% | Q4 2025 | Jan 30, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 14,818 | 701 | 0.02% | 0.02% | 307 | +1,178 | 8.64% | Q4 2025 | Jan 28, 2026 |
| Opus Financial Solutions LLC | History | New | 14,719 | 696 | 0.66% | — | 308 | +14,719 | New | Q4 2025 | Feb 17, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 14,717 | 696 | 0.38% | 0.39% | 309 | +624 | 4.43% | Q4 2025 | Jan 30, 2026 |
| D'Orazio & Associates, Inc. | History | Reduced | 14,633 | 692 | 0.09% | 0.09% | 310 | -372 | -2.48% | Q4 2025 | Feb 04, 2026 |
| Ballast Financial Advisors LLC | History | New | 14,594 | 691 | 0.71% | — | 311 | +14,594 | New | Q4 2025 | Feb 17, 2026 |
| WealthPLAN Partners, LLC | History | New | 14,492 | 686 | 0.1% | — | 313 | +14,492 | New | Q4 2025 | Feb 12, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 14,497 | 686 | 0.08% | 0.07% | 312 | +943 | 6.96% | Q4 2025 | Jan 08, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 14,207 | 672 | 0.01% | 0.01% | 314 | +1,361 | 10.59% | Q4 2025 | Feb 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 13,733 | 654 | 0.04% | 0.03% | 315 | +4,018 | 41.36% | Q4 2025 | Jan 15, 2026 |
| CHAPIN DAVIS, INC. | History | Added to | 13,623 | 645 | 0.15% | 0.16% | 316 | +223 | 1.66% | Q4 2025 | Jan 30, 2026 |
| Opal Wealth Advisors, LLC | History | New | 13,445 | 636 | 0.17% | — | 317 | +13,445 | New | Q4 2025 | Jan 26, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 12,786 | 611 | 0.2% | 0.1% | 318 | +6,777 | 112.78% | Q4 2025 | Feb 10, 2026 |
| Brio Consultants, LLC | History | Reduced | 12,850 | 608 | 0.08% | 0.09% | 319 | -674 | -4.98% | Q4 2025 | Feb 04, 2026 |
| NORTHERN TRUST CORP | History | New | 12,740 | 603 | 0.0% | — | 320 | +12,740 | New | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Reduced | 12,636 | 598 | 0.01% | 0.01% | 321 | -547 | -4.15% | Q4 2025 | Feb 17, 2026 |
| UPTICK PARTNERS, LLC | History | New | 12,567 | 595 | 0.13% | — | 322 | +12,567 | New | Q4 2025 | Feb 02, 2026 |
| COMERICA BANK | History | Added to | 12,104 | 573 | 0.0% | 0.0% | 323 | +3,654 | 43.24% | Q4 2025 | Jan 29, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | Reduced | 11,834 | 560 | 0.38% | 0.42% | 324 | -511 | -4.14% | Q4 2025 | Feb 13, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 11,742 | 555 | 0.03% | 0.01% | 325 | +5,254 | 80.98% | Q4 2025 | Feb 13, 2026 |
| XY Planning Network, Inc. | History | Added to | 11,641 | 551 | 0.1% | 0.13% | 326 | +3,230 | 38.4% | Q4 2025 | Jan 26, 2026 |
| Cedarwood Wealth LLC | History | New | 11,300 | 537 | 0.6% | — | 327 | +11,300 | New | Q4 2025 | Mar 05, 2026 |
| Private Advisor Group, LLC | History | Added to | 10,913 | 516 | 0.0% | 0.0% | 328 | +1,100 | 11.21% | Q4 2025 | Feb 17, 2026 |
| Anchor Investment Management, LLC | History | No change | 10,703 | 506 | 0.04% | 0.04% | 329 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 9,781 | 463 | 0.05% | 0.03% | 330 | +5,153 | 111.34% | Q4 2025 | Feb 18, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 9,780 | 463 | 0.1% | 0.09% | 331 | +2,698 | 38.1% | Q4 2025 | Feb 13, 2026 |
| BAM Wealth Management, LLC | History | Reduced | 9,367 | 443 | 0.32% | 0.37% | 332 | -638 | -6.38% | Q4 2025 | Jan 20, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 9,353 | 442 | 0.02% | 0.03% | 333 | -152 | -1.6% | Q4 2025 | Feb 04, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 9,314 | 441 | 0.0% | 0.0% | 334 | +4,418 | 90.24% | Q4 2025 | Feb 17, 2026 |
| Edge Financial Advisors LLC | History | Added to | 8,715 | 412 | 0.17% | 0.14% | 336 | +2,261 | 35.03% | Q4 2025 | Jan 28, 2026 |
| Elm3 Financial Group, LLC | History | Added to | 8,706 | 412 | 0.34% | 0.3% | 335 | +1,026 | 13.36% | Q4 2025 | Jan 22, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Added to | 8,692 | 411 | 0.23% | 0.23% | 337 | +188 | 2.21% | Q4 2025 | Jan 21, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 8,644 | 410 | 0.02% | 0.02% | 338 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MAI Capital Management | History | Added to | 8,650 | 409 | 0.0% | 0.0% | 339 | +3,150 | 57.27% | Q4 2025 | Feb 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 8,644 | 409 | 0.01% | 0.01% | 340 | +1,895 | 28.08% | Q4 2025 | Feb 11, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 8,593 | 406 | 0.15% | 0.16% | 341 | +186 | 2.21% | Q4 2025 | Jan 08, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 8,491 | 402 | 0.01% | 0.01% | 342 | +774 | 10.03% | Q4 2025 | Jan 09, 2026 |
| Aegis Wealth Management, Inc. | History | New | 8,258 | 391 | 0.31% | — | 343 | +8,258 | New | Q4 2025 | Feb 05, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 8,087 | 382 | 0.05% | — | 345 | +8,087 | New | Q4 2025 | Feb 04, 2026 |
| Kestra Investment Management, LLC | History | Added to | 8,077 | 382 | 0.01% | 0.01% | 344 | +67 | 0.84% | Q4 2025 | Feb 09, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 7,897 | 373 | 0.0% | — | 346 | +7,897 | New | Q4 2025 | Feb 10, 2026 |
| Trust Co | History | New | 7,826 | 370 | 0.03% | — | 347 | +7,826 | New | Q4 2025 | Jan 15, 2026 |
| RDA Financial Network | History | Added to | 7,818 | 370 | 0.09% | 0.09% | 348 | +197 | 2.58% | Q4 2025 | Jan 06, 2026 |
| WealthTrak Capital Management LLC | History | Added to | 7,739 | 366 | 0.26% | 0.3% | 349 | +55 | 0.72% | Q4 2025 | Feb 10, 2026 |
| Regal Investment Advisors LLC | History | New | 7,719 | 365 | 0.02% | — | 350 | +7,719 | New | Q4 2025 | Feb 17, 2026 |
| Wealth Alliance Advisory Group, LLC | History | New | 7,709 | 365 | 0.06% | — | 351 | +7,709 | New | Q4 2025 | Jan 29, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 7,597 | 359 | 0.03% | 0.03% | 352 | +747 | 10.91% | Q4 2025 | Jan 09, 2026 |
| Brand Asset Management Group, Inc. | History | New | 7,397 | 350 | 0.1% | — | 353 | +7,397 | New | Q4 2025 | Feb 11, 2026 |
| Stonehearth Capital Management, LLC | History | Reduced | 7,245 | 343 | 0.13% | 0.14% | 354 | -366 | -4.81% | Q4 2025 | Jan 13, 2026 |
| Plan Group Financial, LLC | History | Added to | 7,161 | 339 | 0.09% | 0.06% | 355 | +2,421 | 51.08% | Q4 2025 | Feb 03, 2026 |
| Wills Financial Group LLC | History | Added to | 7,023 | 332 | 0.13% | 0.14% | 356 | +21 | 0.3% | Q4 2025 | Feb 11, 2026 |
| BCI SECURITIES, INC. | History | New | 6,971 | 330 | 2.85% | — | 357 | +6,971 | New | Q4 2025 | Feb 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 6,523 | 308 | 0.0% | — | 359 | +6,523 | New | Q4 2025 | Feb 18, 2026 |
| Comprehensive Wealth Management, LLC | History | Added to | 6,512 | 308 | 0.18% | 0.15% | 358 | +1,907 | 41.41% | Q4 2025 | Feb 11, 2026 |
| Summit Trail Advisors, LLC | History | No change | 6,493 | 308 | 0.01% | 0.0% | 360 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CHOREO, LLC | History | No change | 6,352 | 302 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Merit Financial Group, LLC | History | Reduced | 6,311 | 298 | 0.0% | 0.0% | 362 | -32 | -0.5% | Q4 2025 | Jan 26, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 6,280 | 297 | 0.02% | 0.03% | 363 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SOL Capital Management CO | History | No change | 6,260 | 296 | 0.03% | 0.03% | 364 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 6,194 | 293 | 0.07% | 0.07% | 365 | +13 | 0.21% | Q4 2025 | Jan 09, 2026 |
| SageView Advisory Group, LLC | History | Added to | 6,110 | 289 | 0.01% | 0.01% | 366 | +153 | 2.57% | Q4 2025 | Feb 17, 2026 |
| Semus Wealth Partners LLC | History | Added to | 5,893 | 279 | 0.15% | 0.16% | 367 | +17 | 0.29% | Q4 2025 | Jan 27, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 5,882 | 278 | 0.01% | — | 368 | +5,882 | New | Q4 2025 | Feb 13, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 5,847 | 276 | 0.01% | 0.01% | 369 | -238 | -3.91% | Q4 2025 | Feb 10, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 5,561 | 263 | 0.01% | 0.01% | 370 | -819 | -12.84% | Q4 2025 | Feb 03, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Reduced | 5,525 | 262 | 0.1% | 0.14% | 371 | -1,919 | -25.78% | Q4 2025 | Jan 21, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 5,262 | 249 | 0.0% | — | 372 | +5,262 | New | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Added to | 5,068 | 239 | 0.0% | 0.0% | 373 | +206 | 4.24% | Q4 2025 | Jan 23, 2026 |
| Mathes Company, Inc. | History | No change | 5,000 | 237 | 0.08% | 0.09% | 374 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| M.E. ALLISON & CO., INC. | History | No change | 5,025 | 237 | 0.16% | 0.17% | 375 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| WESPAC Advisors, LLC | History | No change | 4,973 | 235 | 0.13% | 0.14% | 376 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Reduced | 4,905 | 232 | 0.06% | 0.08% | 377 | -816 | -14.26% | Q4 2025 | Feb 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 4,862 | 230 | 0.0% | — | 378 | +4,862 | New | Q4 2025 | Feb 18, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 4,701 | 222 | 0.0% | 0.0% | 380 | -1,750 | -27.13% | Q4 2025 | Feb 13, 2026 |
| Martin Investment Management, LLC | History | No change | 4,704 | 222 | 0.06% | 0.06% | 379 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Cogent Private Wealth, Inc. | History | New | 4,582 | 216 | 0.16% | — | 382 | +4,582 | New | Q4 2025 | Feb 10, 2026 |
| Emergent Wealth Advisors, LLC | History | New | 4,580 | 216 | 0.12% | — | 381 | +4,580 | New | Q4 2025 | Jan 14, 2026 |
| Next Level Wealth Planning, LLC | History | No change | 4,500 | 213 | 0.11% | 0.12% | 383 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 4,498 | 212 | 0.03% | — | 384 | +4,498 | New | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, LLC | History | Added to | 4,397 | 208 | 0.0% | 0.0% | 385 | +129 | 3.02% | Q4 2025 | Feb 17, 2026 |
| JT Stratford LLC | History | Reduced | 4,275 | 202 | 0.03% | 0.03% | 386 | -598 | -12.27% | Q4 2025 | Feb 12, 2026 |
| Capital Investment Counsel, Inc | History | New | 3,400 | 160 | 0.02% | — | 387 | +3,400 | New | Q4 2025 | Jan 23, 2026 |
| LGT Financial Advisors LLC | History | Added to | 3,063 | 145 | 0.89% | 0.31% | 388 | +66 | 2.2% | Q4 2025 | Feb 13, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | Added to | 2,863 | 135 | 0.14% | 0.15% | 389 | +9 | 0.32% | Q4 2025 | Jan 14, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 2,650 | 125 | 0.0% | 0.0% | 390 | +1,639 | 162.12% | Q4 2025 | Jan 26, 2026 |
| Salomon & Ludwin, LLC | History | No change | 2,621 | 124 | 0.01% | 0.01% | 391 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CX Institutional | History | Added to | 2,341 | 111 | 0.0% | 0.0% | 392 | +28 | 1.21% | Q4 2025 | Feb 02, 2026 |
| Larson Financial Group LLC | History | Added to | 2,315 | 109 | 0.0% | 0.0% | 393 | +329 | 16.57% | Q4 2025 | Feb 06, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 2,192 | 103 | 0.04% | 0.04% | 394 | +13 | 0.6% | Q4 2025 | Jan 22, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 2,173 | 102 | 0.03% | 0.03% | 395 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 2,108 | 99 | 0.0% | 0.0% | 396 | +26 | 1.25% | Q4 2025 | Feb 06, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 1,675 | 79 | 0.08% | — | 397 | +1,675 | New | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,520 | 71 | 0.0% | 0.0% | 398 | -2,369 | -60.92% | Q4 2025 | Jan 30, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 1,479 | 70 | 0.05% | 0.05% | 399 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| OBSIDIAN CIO, LLC | History | Reduced | 1,397 | 66 | 0.1% | 0.22% | 401 | -33,893 | -96.04% | Q4 2025 | Feb 18, 2026 |
| Ancora Advisors LLC | History | No change | 1,410 | 66 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 1,330 | 62 | 0.0% | 0.0% | 402 | +1,273 | 2233.33% | Q4 2025 | Feb 09, 2026 |
| GGM Financials LLC | History | No change | 1,223 | 57 | 0.03% | 0.03% | 403 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,094 | 51 | 0.0% | 0.0% | 404 | +7 | 0.64% | Q4 2025 | Feb 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,034 | 48 | 0.0% | 0.0% | 405 | +335 | 47.93% | Q4 2025 | Feb 06, 2026 |
| CoreCap Advisors, LLC | History | Added to | 963 | 45 | 0.0% | 0.0% | 406 | +1 | 0.1% | Q4 2025 | Jan 13, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 920 | 43 | 0.01% | 0.01% | 407 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | New | 763 | 36 | 0.01% | — | 408 | +763 | New | Q4 2025 | Feb 02, 2026 |
| Fairway Wealth LLC | History | New | 733 | 34 | 0.01% | — | 410 | +733 | New | Q4 2025 | Jan 28, 2026 |
| Root Financial Partners, LLC | History | Added to | 727 | 34 | 0.0% | 0.0% | 409 | +603 | 486.29% | Q4 2025 | Feb 10, 2026 |
| SHP Wealth Management | History | New | 645 | 30 | 0.0% | — | 411 | +645 | New | Q4 2025 | Mar 04, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Added to | 620 | 29 | 0.01% | 0.01% | 413 | +8 | 1.31% | Q4 2025 | Jan 14, 2026 |
| NBT BANK N A /NY | History | No change | 630 | 29 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 532 | 25 | 0.0% | 0.0% | 414 | +5 | 0.95% | Q4 2025 | Feb 09, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | New | 440 | 20 | 0.01% | — | 415 | +440 | New | Q4 2025 | Feb 17, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 425 | 20 | 0.02% | — | 416 | +425 | New | Q4 2025 | Feb 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 375 | 17 | 0.0% | — | 417 | +375 | New | Q4 2025 | Feb 03, 2026 |
| Raleigh Capital Management Inc. | History | New | 338 | 16 | 0.01% | — | 419 | +338 | New | Q4 2025 | Jan 21, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 355 | 16 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Imprint Wealth LLC | History | Reduced | 317 | 15 | 0.07% | 0.1% | 420 | -317 | -50.0% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | New | 228 | 10 | 0.0% | — | 421 | +228 | New | Q4 2025 | Feb 02, 2026 |
| RHL GROUP, LLC | History | New | 188 | 8 | 0.01% | — | 422 | +188 | New | Q4 2025 | Feb 09, 2026 |
| Rossby Financial, LCC | History | No change | 162 | 7 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Smartleaf Asset Management LLC | History | New | 137 | 6 | 0.0% | — | 424 | +137 | New | Q4 2025 | Feb 13, 2026 |
| Princeton Global Asset Management LLC | History | No change | 122 | 5 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Sound Income Strategies, LLC | History | No change | 93 | 4 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 57 | 2 | 0.0% | — | 429 | +57 | New | Q4 2025 | Feb 18, 2026 |
| Arax Advisory Partners | History | New | 56 | 2 | 0.0% | — | 427 | +56 | New | Q4 2025 | Feb 13, 2026 |
| Costello Asset Management, INC | History | New | 50 | 2 | 0.0% | — | 428 | +50 | New | Q4 2025 | Feb 03, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 42 | 1 | 0.0% | — | 430 | +42 | New | Q4 2025 | Jan 30, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -480,836 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -121,526 | -100.0% | Q3 2025 | Nov 14, 2025 |
| United Community Bank | History | Closed out | 0 | 0 | — | 0.55% | — | -37,185 | -100.0% | Q3 2025 | Nov 04, 2025 |
| von Borstel & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.22% | — | -29,791 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,248 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PFG Advisors | History | Closed out | 0 | 0 | — | 0.02% | — | -7,857 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,947 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Gladstone Institutional Advisory LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,701 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Friday Financial | History | Closed out | 0 | 0 | — | 0.12% | — | -5,952 | -100.0% | Q3 2025 | Oct 07, 2025 |
| ZEGA Investments, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,943 | -100.0% | Q3 2025 | Oct 27, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,900 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Fortis Group Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,598 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,041 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Vantage Point Financial LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,808 | -100.0% | Q3 2025 | Oct 24, 2025 |
| GWN SECURITIES INC. | History | Closed out | 0 | 0 | — | 0.05% | — | -4,730 | -100.0% | Q3 2025 | Oct 27, 2025 |
| SIGNATUREFD, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,760 | -100.0% | Q3 2025 | Oct 21, 2025 |
| GoalVest Advisory LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -696 | -100.0% | Q3 2025 | Oct 22, 2025 |
| VALLEY NATIONAL ADVISERS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -170 | -100.0% | Q3 2025 | Oct 17, 2025 |
| HM PAYSON & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -110 | -100.0% | Q3 2025 | Oct 17, 2025 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Jan 21, 2026 |
| Crewe Advisors LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Jan 16, 2026 |
| FMR LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 13, 2025 |