J.P. Morgan Exchange-Traded Fund Trust - JMUB
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Added to | 13,592,101 | 686,401 | 0.04% | 0.0% | 1 | +12,818,224 | 1656.36% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Added to | 5,531,924 | 279,362 | 0.08% | 0.06% | 2 | +1,702,513 | 44.46% | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 4,159,706 | 210,065 | 0.13% | 0.11% | 3 | +950,852 | 29.63% | Q4 2025 | Feb 10, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 3,217,485 | 162,482 | 6.98% | 6.9% | 4 | +277,270 | 9.43% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Added to | 2,873,662 | 145,119 | 0.16% | 0.14% | 5 | +439,697 | 18.07% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,755,465 | 139,122 | 0.03% | 0.03% | 6 | +508,846 | 22.65% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 2,717,626 | 137,566 | 0.19% | 0.19% | 7 | +176,736 | 6.96% | Q4 2025 | Jan 08, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,205,962 | 111,401 | 0.01% | 0.0% | 8 | +954,078 | 76.21% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,941,957 | 98,068 | 0.03% | 0.02% | 9 | +563,592 | 40.89% | Q4 2025 | Feb 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,600,660 | 80,833 | 0.02% | 0.02% | 10 | +550,843 | 52.47% | Q4 2025 | Feb 10, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 1,251,400 | 63,195 | 1.77% | 1.68% | 11 | +91,216 | 7.86% | Q4 2025 | Feb 05, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 1,246,876 | 63,013 | 4.04% | 4.02% | 12 | +72,713 | 6.19% | Q4 2025 | Jan 20, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 1,230,539 | 62,142 | 1.17% | 1.19% | 13 | +45,588 | 3.85% | Q4 2025 | Feb 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,212,920 | 61,252 | 0.12% | 0.11% | 14 | +151,691 | 14.29% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 896,541 | 45,275 | 0.07% | 0.06% | 15 | +107,839 | 13.67% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 809,819 | 40,895 | 0.04% | 0.05% | 16 | -31,026 | -3.69% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 795,805 | 40,188 | 0.07% | 0.07% | 17 | +75,646 | 10.5% | Q4 2025 | Mar 16, 2026 |
| BAILARD, INC. | History | Added to | 794,545 | 40,124 | 0.89% | 0.84% | 18 | +31,886 | 4.18% | Q4 2025 | Feb 04, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | Added to | 781,550 | 39,468 | 9.52% | 9.64% | 19 | +24,867 | 3.29% | Q4 2025 | Jan 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 755,542 | 38,154 | 0.02% | 0.01% | 20 | +409,086 | 118.08% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 751,420 | 37,946 | 0.0% | 0.0% | 21 | +747,391 | 18550.29% | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 745,676 | 37,656 | 0.28% | 0.27% | 22 | +43,443 | 6.19% | Q4 2025 | Feb 12, 2026 |
| Corient Private Wealth LLC | History | Added to | 739,939 | 37,366 | 0.05% | 0.0% | 23 | +6,034 | 0.82% | Q4 2025 | Mar 09, 2026 |
| CENTRAL TRUST Co | History | Added to | 716,605 | 36,188 | 0.71% | 0.69% | 24 | +61,187 | 9.34% | Q4 2025 | Feb 02, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 711,318 | 35,921 | 8.24% | 7.59% | 25 | +85,153 | 13.6% | Q4 2025 | Jan 06, 2026 |
| Equitable Holdings, Inc. | History | Added to | 693,873 | 35,040 | 0.24% | 0.25% | 26 | +12,919 | 1.9% | Q4 2025 | Feb 17, 2026 |
| Asio Capital, LLC | History | Added to | 641,876 | 32,514 | 4.59% | 4.72% | 27 | +16,875 | 2.7% | Q4 2025 | Jan 21, 2026 |
| MAI Capital Management | History | New | 637,423 | 32,189 | 0.19% | — | 28 | +637,423 | New | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Added to | 629,062 | 31,767 | 0.06% | 0.01% | 29 | +501,766 | 394.17% | Q4 2025 | Jan 23, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 617,935 | 31,205 | 0.37% | 0.31% | 30 | -66,150 | -9.67% | Q4 2025 | Feb 13, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 577,817 | 29,179 | 0.07% | 0.12% | 31 | -399,568 | -40.88% | Q4 2025 | Feb 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 567,263 | 28,646 | 0.07% | 0.06% | 32 | +141,069 | 33.1% | Q4 2025 | Feb 13, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 530,147 | 26,772 | 2.35% | 2.14% | 33 | +53,778 | 11.29% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Reduced | 515,077 | 26,011 | 0.07% | 0.08% | 34 | -4,142 | -0.8% | Q4 2025 | Jan 26, 2026 |
| Nolet Wealth Management, LLC | History | New | 490,456 | 24,768 | 13.81% | — | 35 | +490,456 | New | Q4 2025 | Feb 27, 2026 |
| TBH Global Asset Management, LLC | History | Added to | 352,676 | 23,668 | 3.95% | 0.27% | 36 | +325,140 | 1180.78% | Q4 2025 | Jan 29, 2026 |
| Lebenthal Global Advisors, LLC | History | Reduced | 464,964 | 23,480 | 3.62% | 4.17% | 37 | -7,379 | -1.56% | Q4 2025 | Jan 28, 2026 |
| ABLE Financial Group, LLC | History | Added to | 457,761 | 23,116 | 4.7% | 4.57% | 38 | +40,241 | 9.64% | Q4 2025 | Jan 23, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 455,178 | 23,086 | 1.5% | 1.21% | 39 | +112,209 | 32.72% | Q4 2025 | Jan 23, 2026 |
| MATHER GROUP, LLC. | History | Added to | 454,649 | 22,959 | 0.24% | 0.22% | 40 | +30,238 | 7.12% | Q4 2025 | Jan 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 441,054 | 22,273 | 0.13% | 0.11% | 41 | +77,663 | 21.37% | Q4 2025 | Feb 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 437,600 | 22,098 | 0.03% | 0.03% | 42 | +51,540 | 13.35% | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 435,348 | 21,985 | 0.03% | 0.03% | 43 | +14,363 | 3.41% | Q4 2025 | Feb 02, 2026 |
| Larson Financial Group LLC | History | Added to | 435,288 | 21,982 | 0.73% | 0.72% | 44 | +28,878 | 7.11% | Q4 2025 | Feb 06, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 426,969 | 21,561 | 0.78% | 0.8% | 45 | +7,717 | 1.84% | Q4 2025 | Feb 02, 2026 |
| Smith & Howard Wealth Management, LLC | History | Added to | 422,900 | 21,356 | 4.8% | 4.69% | 46 | +19,808 | 4.91% | Q4 2025 | Feb 03, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 405,090 | 20,457 | 0.2% | 0.06% | 47 | +314,801 | 348.66% | Q4 2025 | Feb 10, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 402,722 | 20,337 | 2.35% | 2.35% | 48 | +14,590 | 3.76% | Q4 2025 | Feb 10, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | Reduced | 390,217 | 19,705 | 7.32% | 7.54% | 49 | -20,514 | -4.99% | Q4 2025 | Feb 13, 2026 |
| Stephens Consulting, LLC | History | Added to | 372,925 | 18,832 | 6.09% | 6.4% | 50 | +2,577 | 0.7% | Q4 2025 | Jan 13, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 369,290 | 18,649 | 1.55% | 0.5% | 51 | +252,933 | 217.38% | Q4 2025 | Feb 09, 2026 |
| Lido Advisors, LLC | History | Reduced | 357,403 | 18,046 | 0.05% | 0.06% | 52 | -669 | -0.19% | Q4 2025 | Feb 10, 2026 |
| Aspen Wealth Management LLC | History | Added to | 355,918 | 17,973 | 3.77% | 3.6% | 53 | +34,931 | 10.88% | Q4 2025 | Jan 05, 2026 |
| CGN Advisors LLC | History | Added to | 352,699 | 17,811 | 1.41% | 1.41% | 54 | +12,070 | 3.54% | Q4 2025 | Jan 05, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 333,858 | 16,859 | 1.41% | 1.3% | 55 | +36,343 | 12.22% | Q4 2025 | Jan 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 327,319 | 16,530 | 0.04% | 0.02% | 56 | +168,538 | 106.14% | Q4 2025 | Feb 05, 2026 |
| CFO4Life Group, LLC | History | Reduced | 323,198 | 16,321 | 2.33% | 2.42% | 57 | -6,967 | -2.11% | Q4 2025 | Feb 06, 2026 |
| Summit Financial, LLC | History | Added to | 287,068 | 14,541 | 0.21% | 0.2% | 58 | +26,428 | 10.14% | Q4 2025 | Feb 13, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 284,598 | 14,372 | 1.2% | 1.03% | 59 | +53,106 | 22.94% | Q4 2025 | Feb 09, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 281,673 | 14,224 | 0.25% | 0.26% | 60 | -7,932 | -2.74% | Q4 2025 | Jan 22, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 276,723 | 13,974 | 0.0% | 0.0% | 61 | +164,394 | 146.35% | Q4 2025 | Feb 17, 2026 |
| PW ADVISORS, LLC \ FL | History | New | 270,126 | 13,641 | 10.95% | — | 62 | +270,126 | New | Q4 2025 | Feb 17, 2026 |
| Hartford Financial Management Inc. | History | Added to | 269,279 | 13,598 | 3.53% | 2.7% | 63 | +67,369 | 33.37% | Q4 2025 | Jan 21, 2026 |
| Magnus Financial Group LLC | History | Added to | 268,763 | 13,572 | 1.04% | 1.03% | 64 | +10,761 | 4.17% | Q4 2025 | Jan 07, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 267,185 | 13,492 | 1.49% | 1.51% | 65 | +4,974 | 1.9% | Q4 2025 | Feb 06, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 257,668 | 13,012 | 1.05% | 1.08% | 66 | -4,106 | -1.57% | Q4 2025 | Feb 06, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 253,182 | 12,785 | 0.5% | 0.37% | 67 | +78,847 | 45.23% | Q4 2025 | Jan 14, 2026 |
| AllGen Financial Advisors, Inc. | History | Added to | 250,340 | 12,642 | 3.0% | 2.87% | 68 | +19,149 | 8.28% | Q4 2025 | Jan 22, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 250,037 | 12,626 | 1.42% | 0.93% | 69 | +95,443 | 61.74% | Q4 2025 | Feb 17, 2026 |
| Savant Capital, LLC | History | Added to | 238,223 | 12,030 | 0.07% | 0.06% | 70 | +54,279 | 29.51% | Q4 2025 | Feb 10, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 235,599 | 11,897 | 0.2% | — | 71 | +235,599 | New | Q4 2025 | Feb 13, 2026 |
| Leverty Financial Group, LLC | History | Reduced | 227,961 | 11,512 | 2.75% | 3.15% | 72 | -12,434 | -5.17% | Q4 2025 | Jan 09, 2026 |
| HTG Investment Advisors, Inc. | History | Added to | 226,173 | 11,421 | 3.51% | 1.67% | 73 | +127,593 | 129.43% | Q4 2025 | Feb 02, 2026 |
| Legacy Financial Advisors, Inc. | History | Reduced | 225,949 | 11,410 | 1.58% | 1.57% | 74 | -235 | -0.1% | Q4 2025 | Feb 04, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 221,338 | 11,177 | 0.2% | 0.03% | 75 | +195,557 | 758.53% | Q4 2025 | Jan 07, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 218,585 | 11,038 | 1.59% | 1.44% | 76 | +23,295 | 11.93% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 212,416 | 10,727 | 0.04% | — | 77 | +212,416 | New | Q4 2025 | Feb 05, 2026 |
| Syntegra Private Wealth Group, LLC | History | Added to | 211,321 | 10,671 | 0.98% | 0.97% | 78 | +7,124 | 3.49% | Q4 2025 | Feb 10, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 209,555 | 10,582 | 0.21% | 0.22% | 79 | +1,385 | 0.67% | Q4 2025 | Feb 06, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Added to | 200,308 | 10,115 | 1.73% | 1.79% | 80 | +3,324 | 1.69% | Q4 2025 | Jan 29, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 198,048 | 10,001 | 0.1% | 0.06% | 81 | +73,153 | 58.57% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 195,757 | 9,885 | 0.0% | 0.0% | 82 | +193,026 | 7067.96% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 194,805 | 9,837 | 0.51% | 0.52% | 83 | +6,934 | 3.69% | Q4 2025 | Feb 05, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 193,982 | 9,796 | 0.05% | 0.06% | 84 | -6,464 | -3.22% | Q4 2025 | Feb 03, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 190,819 | 9,636 | 0.01% | 0.0% | 85 | +85,647 | 81.44% | Q4 2025 | Feb 13, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 184,286 | 9,306 | 0.58% | 0.63% | 86 | +12,462 | 7.25% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 183,937 | 9,289 | 0.0% | — | 87 | +183,937 | New | Q4 2025 | Feb 17, 2026 |
| Capital Analysts, LLC | History | Added to | 183,808 | 9,282 | 0.28% | 0.15% | 88 | +85,060 | 86.14% | Q4 2025 | Feb 11, 2026 |
| Keudell/Morrison Wealth Management | History | New | 172,577 | 8,715 | 1.83% | — | 89 | +172,577 | New | Q4 2025 | Feb 06, 2026 |
| Oakwell Private Wealth Management, LLC | History | Added to | 168,523 | 8,510 | 1.59% | 1.63% | 90 | +7,507 | 4.66% | Q4 2025 | Jan 30, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 162,293 | 8,195 | 1.7% | 1.23% | 91 | +49,502 | 43.89% | Q4 2025 | Jan 05, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 159,979 | 8,078 | 0.48% | 0.48% | 92 | +20,157 | 14.42% | Q4 2025 | Feb 10, 2026 |
| Private Advisor Group, LLC | History | Added to | 159,571 | 8,058 | 0.04% | 0.03% | 93 | +23,893 | 17.61% | Q4 2025 | Feb 17, 2026 |
| LWM Advisory Services, LLC | History | Added to | 158,760 | 8,017 | 4.7% | 3.85% | 94 | +27,883 | 21.3% | Q4 2025 | Feb 12, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 158,217 | 7,989 | 0.19% | — | 95 | +158,217 | New | Q4 2025 | Feb 17, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 156,236 | 7,889 | 0.14% | 0.16% | 96 | +2,829 | 1.84% | Q4 2025 | Jan 16, 2026 |
| Boulder Wealth Advisors, LLC | History | Reduced | 153,365 | 7,744 | 3.27% | 4.35% | 97 | -32,191 | -17.35% | Q4 2025 | Feb 05, 2026 |
| 21 West Wealth Management LLC | History | Added to | 149,803 | 7,565 | 6.91% | 6.67% | 98 | +10,492 | 7.53% | Q4 2025 | Jan 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 148,104 | 7,499 | 0.01% | 0.01% | 99 | +3,097 | 2.14% | Q4 2025 | Feb 05, 2026 |
| Harbor Group, Inc. | History | Added to | 148,083 | 7,478 | 1.12% | 0.26% | 100 | +115,107 | 349.06% | Q4 2025 | Jan 12, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 143,226 | 7,232 | 0.09% | 0.07% | 101 | +34,391 | 31.6% | Q4 2025 | Feb 10, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Added to | 142,367 | 7,189 | 1.22% | 1.13% | 102 | +10,871 | 8.27% | Q4 2025 | Jan 27, 2026 |
| Skyline Advisors, Inc. | History | Added to | 140,862 | 7,113 | 2.37% | 2.3% | 103 | +8,737 | 6.61% | Q4 2025 | Jan 12, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Added to | 140,100 | 7,075 | 3.03% | 2.67% | 104 | +13,851 | 10.97% | Q4 2025 | Feb 10, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 140,010 | 7,058 | 0.04% | — | 105 | +140,010 | New | Q4 2025 | Feb 17, 2026 |
| SIMON QUICK ADVISORS, LLC | History | New | 139,525 | 7,046 | 0.31% | — | 106 | +139,525 | New | Q4 2025 | Jan 29, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 138,397 | 6,988 | 0.13% | 0.13% | 107 | +9,233 | 7.15% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Wealth | History | Added to | 136,366 | 6,887 | 0.01% | 0.01% | 108 | +9,097 | 7.15% | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 135,421 | 6,838 | 0.05% | 0.03% | 109 | +81,207 | 149.79% | Q4 2025 | Jan 26, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 132,350 | 6,683 | 1.65% | 1.28% | 110 | +20,192 | 18.0% | Q4 2025 | Jan 08, 2026 |
| Brio Consultants, LLC | History | Added to | 132,163 | 6,674 | 0.87% | 0.88% | 111 | +5,145 | 4.05% | Q4 2025 | Feb 04, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 132,043 | 6,668 | 0.55% | 0.52% | 112 | +12,192 | 10.17% | Q4 2025 | Jan 27, 2026 |
| Dodds Wealth, LLC | History | New | 131,559 | 6,643 | 1.63% | — | 113 | +131,559 | New | Q4 2025 | Feb 11, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 130,131 | 6,571 | 0.11% | 0.1% | 114 | +20,219 | 18.4% | Q4 2025 | Feb 05, 2026 |
| CVA Family Office, LLC | History | Added to | 123,511 | 6,237 | 0.72% | 0.75% | 115 | +7,743 | 6.69% | Q4 2025 | Jan 12, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Added to | 123,040 | 6,213 | 1.29% | 1.27% | 116 | +6,135 | 5.25% | Q4 2025 | Jan 22, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 120,758 | 6,098 | 0.34% | 0.18% | 117 | +61,005 | 102.1% | Q4 2025 | Jan 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 113,031 | 5,708 | 0.02% | 0.02% | 118 | +24,811 | 28.12% | Q4 2025 | Feb 13, 2026 |
| WASHINGTON TRUST BANK | History | Reduced | 112,896 | 5,701 | 0.4% | 0.51% | 119 | -25,566 | -18.46% | Q4 2025 | Feb 04, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 108,977 | 5,503 | 0.6% | 0.43% | 120 | +33,432 | 44.25% | Q4 2025 | Feb 18, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 108,239 | 5,466 | 0.29% | 0.14% | 121 | +59,429 | 121.76% | Q4 2025 | Jan 20, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 104,126 | 5,258 | 0.97% | 0.9% | 122 | +5,410 | 5.48% | Q4 2025 | Jan 27, 2026 |
| TruWealth Advisors, LLC | History | Reduced | 103,665 | 5,235 | 0.26% | 0.28% | 123 | -5,487 | -5.03% | Q4 2025 | Jan 07, 2026 |
| Boston Standard Wealth Management, LLC | History | Added to | 101,384 | 5,119 | 0.84% | 0.81% | 124 | +5,594 | 5.84% | Q4 2025 | Jan 07, 2026 |
| NewEdge Wealth, LLC | History | Added to | 99,794 | 5,039 | 0.06% | 0.06% | 125 | +14,169 | 16.55% | Q4 2025 | Feb 03, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 97,540 | 4,925 | 0.04% | 0.04% | 126 | +9,764 | 11.12% | Q4 2025 | Feb 12, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 97,407 | 4,919 | 0.18% | 0.52% | 127 | -61,096 | -38.55% | Q4 2025 | Feb 04, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 93,416 | 4,717 | 1.26% | 1.21% | 128 | +6,137 | 7.03% | Q4 2025 | Jan 23, 2026 |
| Opal Wealth Advisors, LLC | History | Reduced | 92,598 | 4,676 | 1.22% | 1.31% | 129 | -860 | -0.92% | Q4 2025 | Jan 26, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 91,651 | 4,628 | 0.07% | 0.08% | 130 | +1,405 | 1.56% | Q4 2025 | Feb 12, 2026 |
| TD Capital Management LLC | History | Added to | 89,723 | 4,531 | 0.4% | 0.4% | 131 | +1,580 | 1.79% | Q4 2025 | Feb 26, 2026 |
| Visionary Wealth Advisors | History | Added to | 87,837 | 4,435 | 0.2% | 0.11% | 132 | +40,698 | 86.34% | Q4 2025 | Feb 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 87,707 | 4,429 | 0.08% | 0.09% | 133 | +7,530 | 9.39% | Q4 2025 | Feb 19, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 85,800 | 4,332 | 0.01% | 0.01% | 134 | -29,400 | -25.52% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 85,615 | 4,323 | 0.0% | 0.0% | 135 | -217,614 | -71.77% | Q4 2025 | Feb 12, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 83,516 | 4,218 | 0.01% | 0.0% | 136 | +34,973 | 72.05% | Q4 2025 | Feb 10, 2026 |
| Hughes Financial Services, LLC | History | Added to | 82,928 | 4,187 | 0.66% | 0.65% | 137 | +2,089 | 2.58% | Q4 2025 | Feb 11, 2026 |
| Retirement Planning Group, LLC | History | Added to | 82,660 | 4,174 | 0.14% | 0.12% | 138 | +15,388 | 22.87% | Q4 2025 | Feb 03, 2026 |
| VICUS CAPITAL | History | Added to | 81,374 | 4,109 | 0.31% | 0.31% | 139 | +651 | 0.81% | Q4 2025 | Jan 22, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 80,363 | 4,069 | 0.22% | 0.23% | 140 | +1,384 | 1.75% | Q4 2025 | Jan 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 77,193 | 3,898 | 0.03% | 0.01% | 141 | +45,859 | 146.36% | Q4 2025 | Jan 05, 2026 |
| Mariner, LLC | History | Added to | 75,963 | 3,836 | 0.0% | 0.0% | 142 | +14,798 | 24.19% | Q4 2025 | Feb 13, 2026 |
| Landmark Wealth Management, LLC | History | Reduced | 75,039 | 3,789 | 1.45% | 1.51% | 143 | -184 | -0.24% | Q4 2025 | Feb 05, 2026 |
| StoneX Group Inc. | History | Added to | 74,277 | 3,761 | 0.16% | 0.13% | 144 | +15,817 | 27.06% | Q4 2025 | Feb 12, 2026 |
| Prentice Wealth Management LLC | History | Reduced | 73,014 | 3,687 | 0.84% | 0.98% | 145 | -5,590 | -7.11% | Q4 2025 | Jan 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 72,867 | 3,679 | 0.02% | 0.02% | 146 | +4,457 | 6.52% | Q4 2025 | Feb 12, 2026 |
| FMA Wealth Management, LLC | History | Added to | 72,827 | 3,677 | 2.38% | 2.48% | 147 | +1,227 | 1.71% | Q4 2025 | Jan 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 69,323 | 3,501 | 0.01% | 0.01% | 148 | +17,780 | 34.5% | Q4 2025 | Feb 11, 2026 |
| Red Mountain Financial, LLC | History | Reduced | 69,277 | 3,498 | 3.43% | 3.62% | 149 | -1,390 | -1.97% | Q4 2025 | Jan 26, 2026 |
| Intrua Financial, LLC | History | Added to | 69,196 | 3,494 | 0.37% | 0.37% | 150 | +2,057 | 3.06% | Q4 2025 | Feb 05, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 67,764 | 3,422 | 0.04% | 0.05% | 151 | -3,500 | -4.91% | Q4 2025 | Jan 21, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | Added to | 62,997 | 3,181 | 2.05% | 2.0% | 152 | +2,833 | 4.71% | Q4 2025 | Jan 29, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 61,859 | 3,123 | 0.36% | 0.36% | 153 | +2,153 | 3.61% | Q4 2025 | Jan 29, 2026 |
| NewEdge Advisors, LLC | History | Added to | 59,832 | 3,021 | 0.01% | 0.01% | 154 | +16,363 | 37.64% | Q4 2025 | Feb 18, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Added to | 58,920 | 2,975 | 0.25% | 0.21% | 155 | +30,360 | 106.3% | Q4 2025 | Feb 11, 2026 |
| 5T Wealth, LLC | History | Added to | 58,086 | 2,933 | 1.17% | 0.59% | 156 | +31,134 | 115.52% | Q4 2025 | Jan 27, 2026 |
| Mutual Advisors, LLC | History | Reduced | 57,861 | 2,922 | 0.06% | 0.07% | 157 | -1,764 | -2.96% | Q4 2025 | Feb 02, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 57,859 | 2,921 | 0.85% | 0.82% | 158 | +6,137 | 11.87% | Q4 2025 | Jan 20, 2026 |
| Mills Wealth Advisors LLC | History | Reduced | 57,725 | 2,915 | 1.15% | 1.26% | 159 | -3,487 | -5.7% | Q4 2025 | Jan 27, 2026 |
| Whitegate Investment Counselors, Inc. | History | Reduced | 57,530 | 2,905 | 0.91% | 0.97% | 160 | -795 | -1.36% | Q4 2025 | Feb 10, 2026 |
| Marmo Financial Group, LLC | History | Reduced | 56,896 | 2,873 | 1.36% | 1.43% | 161 | -1,539 | -2.63% | Q4 2025 | Feb 03, 2026 |
| Waverly Advisors, LLC | History | Added to | 56,624 | 2,859 | 0.02% | 0.02% | 162 | +11,547 | 25.62% | Q4 2025 | Feb 17, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 56,166 | 2,838 | 0.83% | 0.94% | 163 | -1,485 | -2.58% | Q4 2025 | Jan 06, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 56,181 | 2,837 | 0.22% | 0.23% | 164 | +155 | 0.28% | Q4 2025 | Jan 23, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 55,751 | 2,815 | 0.09% | 0.07% | 165 | +17,404 | 45.39% | Q4 2025 | Jan 12, 2026 |
| Shotwell Rutter Baer Inc | History | New | 55,479 | 2,813 | 1.69% | — | 166 | +55,479 | New | Q4 2025 | Jan 12, 2026 |
| Cedar Point Capital Partners, LLC | History | Reduced | 55,515 | 2,803 | 1.79% | 2.03% | 167 | -5,908 | -9.62% | Q4 2025 | Feb 11, 2026 |
| Financial Connections Group, Inc. | History | Added to | 54,564 | 2,755 | 0.95% | 1.06% | 168 | +729 | 1.35% | Q4 2025 | Jan 23, 2026 |
| Breakwater Capital Group | History | Added to | 54,295 | 2,741 | 0.38% | 0.31% | 169 | +12,428 | 29.68% | Q4 2025 | Jan 09, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 52,142 | 2,633 | 0.36% | 0.32% | 170 | +8,699 | 20.02% | Q4 2025 | Jan 14, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Added to | 51,394 | 2,595 | 1.23% | 1.16% | 171 | +5,735 | 12.56% | Q4 2025 | Jan 29, 2026 |
| Jacobi Capital Management LLC | History | Added to | 51,209 | 2,586 | 0.15% | 0.13% | 172 | +9,998 | 24.26% | Q4 2025 | Feb 13, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 49,968 | 2,523 | 0.34% | 0.25% | 173 | +14,980 | 42.81% | Q4 2025 | Jan 21, 2026 |
| American Trust | History | Reduced | 48,723 | 2,460 | 0.21% | 2.04% | 174 | -429,516 | -89.81% | Q4 2025 | Feb 17, 2026 |
| New Insight Wealth Advisors | History | Added to | 48,175 | 2,432 | 0.87% | 0.44% | 175 | +25,007 | 107.94% | Q4 2025 | Feb 17, 2026 |
| Crumly & Associates Inc. | History | Added to | 48,046 | 2,426 | 0.51% | 0.5% | 176 | +2,676 | 5.9% | Q4 2025 | Jan 14, 2026 |
| Cerity Partners LLC | History | Added to | 47,818 | 2,414 | 0.0% | 0.0% | 177 | +6,039 | 14.45% | Q4 2025 | Feb 11, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 47,421 | 2,394 | 0.08% | 0.09% | 178 | -1,468 | -3.0% | Q4 2025 | Jan 14, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 47,269 | 2,387 | 0.42% | 0.44% | 179 | -1,055 | -2.18% | Q4 2025 | Jan 15, 2026 |
| IHT Wealth Management, LLC | History | Added to | 45,283 | 2,286 | 0.06% | 0.05% | 180 | +6,489 | 16.73% | Q4 2025 | Feb 17, 2026 |
| MidWestOne Financial Group, Inc. | History | Added to | 44,531 | 2,248 | 0.25% | 0.02% | 181 | +40,489 | 1001.71% | Q4 2025 | Feb 12, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 44,378 | 2,241 | 0.03% | 0.03% | 182 | +1,246 | 2.89% | Q4 2025 | Jan 22, 2026 |
| Presidio Capital Management, LLC | History | Added to | 44,130 | 2,228 | 0.67% | 0.73% | 183 | +2,714 | 6.55% | Q4 2025 | Jan 15, 2026 |
| Equity Wealth Partners, LLC | History | Added to | 43,252 | 2,184 | 1.42% | 1.11% | 184 | +16,150 | 59.59% | Q4 2025 | Jan 26, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 41,794 | 2,110 | 0.13% | 0.11% | 185 | +6,893 | 19.75% | Q4 2025 | Feb 18, 2026 |
| GFS Advisors, LLC | History | New | 40,600 | 2,050 | 0.24% | — | 186 | +40,600 | New | Q4 2025 | Feb 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 40,285 | 2,034 | 0.02% | 0.02% | 187 | +12,181 | 43.34% | Q4 2025 | Jan 23, 2026 |
| Principle Wealth Partners LLC | History | New | 40,151 | 2,027 | 0.11% | — | 188 | +40,151 | New | Q4 2025 | Feb 06, 2026 |
| McAdam, LLC | History | Reduced | 39,926 | 2,016 | 0.09% | 0.1% | 189 | -88 | -0.22% | Q4 2025 | Feb 13, 2026 |
| BTG Pactual Asset Management US LLC | History | Added to | 40,458 | 2,008 | 0.2% | 0.07% | 190 | +9,405 | 30.29% | Q4 2025 | Feb 17, 2026 |
| Juno Financial Group LLC | History | New | 39,306 | 1,984 | 0.79% | — | 191 | +39,306 | New | Q4 2025 | Jan 28, 2026 |
| Balance Wealth, LLC | History | Added to | 38,774 | 1,958 | 0.63% | 0.41% | 192 | +5,890 | 17.91% | Q4 2025 | Jan 21, 2026 |
| Cyndeo Wealth Partners, LLC | History | New | 38,203 | 1,929 | 0.1% | — | 193 | +38,203 | New | Q4 2025 | Jan 07, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Added to | 37,535 | 1,895 | 0.45% | 0.46% | 194 | +772 | 2.1% | Q4 2025 | Jan 26, 2026 |
| Philip James Wealth Mangement, LLC | History | Added to | 36,328 | 1,834 | 0.21% | 0.21% | 195 | +718 | 2.02% | Q4 2025 | Jan 20, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 36,188 | 1,833 | 0.05% | 0.06% | 196 | +103 | 0.29% | Q4 2025 | Feb 02, 2026 |
| OPAL CAPITAL LLC | History | New | 35,645 | 1,814 | 0.45% | — | 197 | +35,645 | New | Q4 2025 | Feb 17, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 35,737 | 1,804 | 0.34% | 0.27% | 198 | +8,668 | 32.02% | Q4 2025 | Jan 26, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 35,627 | 1,799 | 0.15% | 0.12% | 199 | +9,383 | 35.75% | Q4 2025 | Feb 04, 2026 |
| COMERICA BANK | History | Added to | 35,601 | 1,797 | 0.01% | 0.0% | 200 | +28,860 | 428.13% | Q4 2025 | Jan 29, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Added to | 35,241 | 1,779 | 1.1% | 0.91% | 201 | +7,947 | 29.12% | Q4 2025 | Feb 10, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 34,284 | 1,731 | 0.06% | 0.06% | 202 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Legacy Edge Advisors, LLC | History | New | 33,759 | 1,704 | 0.19% | — | 203 | +33,759 | New | Q4 2025 | Feb 02, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 33,346 | 1,683 | 0.01% | 0.0% | 204 | +22,620 | 210.89% | Q4 2025 | Jan 29, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 32,904 | 1,661 | 0.02% | 0.02% | 205 | +5,278 | 19.11% | Q4 2025 | Feb 02, 2026 |
| Advisory Services Network, LLC | History | Added to | 32,747 | 1,653 | 0.02% | 0.02% | 206 | +312 | 0.96% | Q4 2025 | Feb 17, 2026 |
| Impact Investors, Inc | History | Added to | 32,493 | 1,640 | 1.14% | 1.03% | 207 | +1,359 | 4.37% | Q4 2025 | Jan 21, 2026 |
| Timmons Wealth Management, LLC | History | New | 32,330 | 1,632 | 1.61% | — | 208 | +32,330 | New | Q4 2025 | Feb 12, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 31,894 | 1,610 | 0.17% | 0.18% | 209 | +13 | 0.04% | Q4 2025 | Feb 13, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 31,759 | 1,603 | 0.22% | 0.22% | 210 | +4,070 | 14.7% | Q4 2025 | Jan 21, 2026 |
| Kooman & Associates | History | Reduced | 31,759 | 1,603 | 0.47% | 0.51% | 211 | -1,032 | -3.15% | Q4 2025 | Jan 23, 2026 |
| United Advisor Group, LLC | History | Reduced | 31,344 | 1,582 | 0.2% | 0.21% | 212 | -122 | -0.39% | Q4 2025 | Jan 26, 2026 |
| NBT BANK N A /NY | History | Reduced | 30,760 | 1,553 | 0.1% | 0.1% | 213 | -980 | -3.09% | Q4 2025 | Jan 23, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 30,522 | 1,541 | 0.04% | 0.02% | 214 | +4,754 | 18.45% | Q4 2025 | Feb 11, 2026 |
| Spire Wealth Management | History | Added to | 30,260 | 1,528 | 0.05% | 0.0% | 215 | +29,075 | 2453.59% | Q4 2025 | Jan 14, 2026 |
| Marshall Financial Group, LLC | History | Added to | 30,095 | 1,519 | 0.29% | 0.25% | 216 | +5,020 | 20.02% | Q4 2025 | Jan 09, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 29,816 | 1,505 | 0.1% | 0.11% | 217 | -4,054 | -11.97% | Q4 2025 | Jan 16, 2026 |
| Vise Technologies, Inc. | History | Added to | 29,684 | 1,499 | 0.03% | 0.01% | 218 | +22,074 | 290.07% | Q4 2025 | Feb 11, 2026 |
| Inscription Capital, LLC | History | New | 29,629 | 1,496 | 0.15% | — | 219 | +29,629 | New | Q4 2025 | Jan 29, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 29,569 | 1,493 | 0.43% | 0.49% | 220 | -7,029 | -19.21% | Q4 2025 | Feb 06, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 29,347 | 1,483 | 0.07% | 0.05% | 221 | +7,375 | 33.57% | Q4 2025 | Feb 13, 2026 |
| Moss Adams Wealth Advisors LLC | History | New | 28,909 | 1,464 | 0.11% | — | 222 | +28,909 | New | Q4 2025 | Jan 26, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 28,454 | 1,445 | 0.05% | 0.06% | 224 | -8,472 | -22.94% | Q4 2025 | Jan 23, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Reduced | 28,627 | 1,445 | 1.21% | 1.18% | 223 | -66 | -0.23% | Q4 2025 | Jan 20, 2026 |
| Marion Wealth Management | History | Added to | 27,860 | 1,413 | 0.31% | 0.29% | 225 | +3,915 | 16.35% | Q4 2025 | Jan 26, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 27,903 | 1,409 | 0.01% | 0.01% | 226 | +773 | 2.85% | Q4 2025 | Feb 17, 2026 |
| Beta Wealth Group, Inc. | History | Reduced | 27,203 | 1,373 | 0.55% | 0.59% | 227 | -2,640 | -8.85% | Q4 2025 | Feb 13, 2026 |
| Berger Financial Group, Inc | History | Added to | 26,840 | 1,355 | 0.08% | 0.08% | 228 | +129 | 0.48% | Q4 2025 | Jan 27, 2026 |
| First Financial Bank - Trust Division | History | Added to | 26,801 | 1,353 | 0.11% | 0.09% | 229 | +5,413 | 25.31% | Q4 2025 | Jan 02, 2026 |
| Arax Advisory Partners | History | New | 26,754 | 1,351 | 0.04% | — | 230 | +26,754 | New | Q4 2025 | Feb 13, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 25,752 | 1,300 | 0.29% | — | 231 | +25,752 | New | Q4 2025 | Feb 18, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 25,366 | 1,280 | 0.04% | 0.04% | 232 | +2,270 | 9.83% | Q4 2025 | Feb 12, 2026 |
| &PARTNERS | History | Added to | 24,728 | 1,248 | 0.01% | 0.01% | 233 | +2,521 | 11.35% | Q4 2025 | Feb 17, 2026 |
| NWF Advisory Services Inc. | History | Added to | 24,317 | 1,228 | 0.14% | 0.11% | 234 | +4,091 | 20.23% | Q4 2025 | Mar 03, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 24,297 | 1,227 | 0.08% | 0.07% | 235 | +4,063 | 20.08% | Q4 2025 | Feb 18, 2026 |
| Baird Financial Group, Inc. | History | Added to | 24,123 | 1,218 | 0.0% | 0.0% | 236 | +13,103 | 118.9% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 23,940 | 1,208 | 0.0% | 0.0% | 237 | +23,898 | 56900.0% | Q4 2025 | Jan 29, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | New | 23,800 | 1,205 | 1.01% | — | 238 | +23,800 | New | Q4 2025 | Feb 05, 2026 |
| Daybright Advisory Services, Inc. | History | New | 23,548 | 1,189 | 0.32% | — | 239 | +23,548 | New | Q4 2025 | Feb 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 22,818 | 1,152 | 0.02% | 0.02% | 240 | +345 | 1.54% | Q4 2025 | Jan 14, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 22,339 | 1,128 | 0.37% | 0.39% | 241 | +150 | 0.68% | Q4 2025 | Feb 17, 2026 |
| Cyr Financial Inc. | History | Added to | 21,872 | 1,104 | 0.69% | 0.67% | 242 | +2,451 | 12.62% | Q4 2025 | Jan 16, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 21,805 | 1,101 | 0.02% | 0.02% | 243 | +1,172 | 5.68% | Q4 2025 | Feb 09, 2026 |
| VestGen Advisors, LLC | History | Reduced | 21,739 | 1,097 | 0.05% | 0.12% | 244 | -50,936 | -70.09% | Q4 2025 | Feb 17, 2026 |
| Synergy Investment Management, LLC | History | Added to | 21,632 | 1,092 | 0.39% | 0.35% | 246 | +3,349 | 18.32% | Q4 2025 | Feb 06, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 21,640 | 1,092 | 0.06% | 0.05% | 245 | +1,090 | 5.3% | Q4 2025 | Feb 11, 2026 |
| Bleakley Financial Group, LLC | History | New | 21,445 | 1,082 | 0.02% | — | 247 | +21,445 | New | Q4 2025 | Feb 09, 2026 |
| Apollon Financial, LLC | History | Added to | 21,212 | 1,071 | 0.16% | 0.16% | 248 | +1,660 | 8.49% | Q4 2025 | Jan 22, 2026 |
| Obermeyer Wealth Partners | History | New | 20,750 | 1,047 | 0.05% | — | 249 | +20,750 | New | Q4 2025 | Jan 29, 2026 |
| UNIQUE WEALTH, LLC | History | New | 20,294 | 1,024 | 0.14% | — | 250 | +20,294 | New | Q4 2025 | Jan 06, 2026 |
| IFP Advisors, Inc | History | Added to | 20,155 | 1,017 | 0.02% | 0.02% | 251 | +3,181 | 18.74% | Q4 2025 | Feb 06, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 20,047 | 1,012 | 0.23% | 0.17% | 252 | +6,000 | 42.71% | Q4 2025 | Jan 23, 2026 |
| PLANNING DIRECTIONS INC | History | Added to | 19,889 | 1,004 | 0.51% | 0.52% | 253 | +179 | 0.91% | Q4 2025 | Jan 21, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | New | 19,818 | 1,000 | 0.14% | — | 254 | +19,818 | New | Q4 2025 | Feb 20, 2026 |
| Johnson Bixby & Associates, LLC | History | New | 19,782 | 998 | 0.12% | — | 255 | +19,782 | New | Q4 2025 | Jan 14, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | New | 19,774 | 998 | 1.91% | — | 256 | +19,774 | New | Q4 2025 | Jan 21, 2026 |
| Friday Financial | History | Added to | 19,452 | 982 | 0.35% | 0.19% | 257 | +10,264 | 111.71% | Q4 2025 | Jan 09, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 19,349 | 977 | 0.01% | 0.01% | 258 | -3,086 | -13.76% | Q4 2025 | Feb 13, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 19,334 | 976 | 0.02% | 0.09% | 259 | -65,719 | -77.27% | Q4 2025 | Feb 17, 2026 |
| Forum Private Client Group LLC | History | Added to | 19,307 | 975 | 0.33% | 0.34% | 260 | +356 | 1.88% | Q4 2025 | Feb 06, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 19,245 | 971 | 0.34% | 0.39% | 261 | +189 | 0.99% | Q4 2025 | Feb 09, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 19,097 | 964 | 0.25% | 0.25% | 262 | +88 | 0.46% | Q4 2025 | Jan 07, 2026 |
| Brookwood Investment Group LLC | History | Added to | 18,567 | 937 | 0.11% | 0.09% | 263 | +4,499 | 31.98% | Q4 2025 | Jan 22, 2026 |
| Compass Wealth Management, LLC/GA | History | Added to | 18,174 | 917 | 0.38% | 0.36% | 264 | +2,105 | 13.1% | Q4 2025 | Feb 17, 2026 |
| StrongBox Wealth, LLC | History | Added to | 18,147 | 916 | 0.3% | 0.28% | 265 | +2,010 | 12.46% | Q4 2025 | Jan 21, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 17,871 | 902 | 0.06% | 0.06% | 266 | -757 | -4.06% | Q4 2025 | Feb 17, 2026 |
| Perennial Advisors, LLC | History | Added to | 17,760 | 896 | 0.15% | 0.11% | 267 | +5,185 | 41.23% | Q4 2025 | Jan 12, 2026 |
| Prospera Financial Services Inc | History | Reduced | 17,653 | 891 | 0.01% | 0.02% | 268 | -2,669 | -13.13% | Q4 2025 | Feb 09, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 17,628 | 890 | 0.01% | 0.01% | 269 | -1,589 | -8.27% | Q4 2025 | Jan 29, 2026 |
| SouthState Bank Corp | History | Reduced | 17,358 | 876 | 0.04% | 0.04% | 270 | -970 | -5.29% | Q4 2025 | Feb 11, 2026 |
| Elequin Capital, LP | History | Reduced | 17,308 | 874 | 0.06% | 0.33% | 271 | -104,382 | -85.78% | Q4 2025 | Feb 17, 2026 |
| Zhang Financial LLC | History | Added to | 17,235 | 870 | 0.03% | 0.03% | 272 | +1,066 | 6.59% | Q4 2025 | Feb 10, 2026 |
| Tenzing Financial LLC | History | New | 17,210 | 869 | 0.71% | — | 273 | +17,210 | New | Q4 2025 | Feb 13, 2026 |
| Savvy Advisors, Inc. | History | Added to | 16,992 | 858 | 0.03% | 0.02% | 274 | +8,661 | 103.96% | Q4 2025 | Jan 20, 2026 |
| CROBAN | History | New | 16,546 | 835 | 0.4% | — | 275 | +16,546 | New | Q4 2025 | Feb 13, 2026 |
| Leo Wealth, LLC | History | New | 16,427 | 829 | 0.06% | — | 277 | +16,427 | New | Q4 2025 | Jan 21, 2026 |
| Arkadios Wealth Advisors | History | Added to | 16,432 | 829 | 0.02% | 0.02% | 276 | +2,877 | 21.22% | Q4 2025 | Feb 13, 2026 |
| Sterling Investment Advisors, Ltd. | History | New | 16,000 | 808 | 0.15% | — | 279 | +16,000 | New | Q4 2025 | Feb 09, 2026 |
| Seascape Capital Management | History | Added to | 16,000 | 808 | 0.23% | 0.17% | 278 | +4,000 | 33.33% | Q4 2025 | Jan 21, 2026 |
| Arbor Investment Advisors, LLC | History | New | 15,720 | 793 | 0.1% | — | 280 | +15,720 | New | Q4 2025 | Jan 23, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 15,702 | 792 | 0.09% | 0.13% | 281 | +1,233 | 8.52% | Q4 2025 | Feb 13, 2026 |
| Centerline Wealth Advisors, LLC | History | New | 15,218 | 768 | 0.28% | — | 282 | +15,218 | New | Q4 2025 | Jan 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 14,951 | 755 | 0.0% | 0.0% | 283 | +2,856 | 23.61% | Q4 2025 | Mar 25, 2026 |
| Carter Financial, LLC | History | New | 14,915 | 753 | 0.66% | — | 284 | +14,915 | New | Q4 2025 | Mar 17, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 14,794 | 747 | 0.07% | 0.03% | 285 | +7,408 | 100.3% | Q4 2025 | Jan 26, 2026 |
| Financial Strategies Group, Inc. | History | Added to | 14,677 | 742 | 0.13% | 0.14% | 286 | +257 | 1.78% | Q4 2025 | Feb 05, 2026 |
| Sigma Planning Corp | History | Added to | 14,679 | 741 | 0.02% | 0.02% | 287 | +2,622 | 21.75% | Q4 2025 | Jan 30, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 14,580 | 736 | 0.03% | 0.04% | 288 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ORG Partners LLC | History | Added to | 14,487 | 731 | 0.13% | 0.08% | 289 | +6,294 | 76.82% | Q4 2025 | Jan 14, 2026 |
| WESBANCO BANK INC | History | New | 14,335 | 723 | 0.02% | — | 290 | +14,335 | New | Q4 2025 | Feb 03, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 14,286 | 723 | 0.01% | 0.01% | 291 | -929 | -6.11% | Q4 2025 | Jan 22, 2026 |
| D'Orazio & Associates, Inc. | History | Reduced | 14,311 | 722 | 0.09% | 0.1% | 292 | -820 | -5.42% | Q4 2025 | Feb 04, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 14,084 | 711 | 0.12% | 0.12% | 293 | +344 | 2.5% | Q4 2025 | Feb 06, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 14,026 | 708 | 0.0% | — | 294 | +14,026 | New | Q4 2025 | Feb 06, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 13,871 | 700 | 0.08% | 0.07% | 295 | +1,673 | 13.72% | Q4 2025 | Feb 13, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 13,849 | 699 | 0.09% | 0.09% | 296 | +1,990 | 16.78% | Q4 2025 | Jan 09, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | New | 13,700 | 691 | 0.32% | — | 297 | +13,700 | New | Q4 2025 | Feb 17, 2026 |
| CHOREO, LLC | History | No change | 13,540 | 685 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Storgate, LLC | History | New | 13,444 | 678 | 0.56% | — | 299 | +13,444 | New | Q4 2025 | Feb 13, 2026 |
| Golden State Equity Partners | History | Reduced | 13,399 | 676 | 0.11% | 0.16% | 301 | -5,746 | -30.01% | Q4 2025 | Jan 29, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 13,400 | 676 | 0.12% | 0.01% | 300 | +50 | 0.37% | Q4 2025 | Mar 04, 2026 |
| KINTRA WEALTH, LLC | History | New | 13,328 | 673 | 0.09% | — | 302 | +13,328 | New | Q4 2025 | Feb 18, 2026 |
| Facet Wealth, Inc. | History | Added to | 12,830 | 651 | 0.01% | 0.01% | 303 | +88 | 0.69% | Q4 2025 | Jan 29, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 12,867 | 649 | 0.35% | 0.37% | 304 | -632 | -4.68% | Q4 2025 | Feb 24, 2026 |
| Crews Bank & Trust | History | Reduced | 12,826 | 647 | 0.09% | 0.1% | 305 | -100 | -0.77% | Q4 2025 | Jan 21, 2026 |
| WEALTH ALLIANCE, LLC | History | New | 12,494 | 630 | 0.06% | — | 306 | +12,494 | New | Q4 2025 | Feb 13, 2026 |
| Lifestyle Asset Management, Inc. | History | Added to | 11,839 | 597 | 0.19% | 0.2% | 307 | +100 | 0.85% | Q4 2025 | Feb 11, 2026 |
| Family Investment Center, Inc. | History | No change | 11,703 | 592 | 0.12% | 0.12% | 308 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Clear Point Advisors Inc. | History | Reduced | 11,711 | 591 | 0.46% | 0.58% | 310 | -3,063 | -20.73% | Q4 2025 | Feb 10, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 11,709 | 591 | 0.06% | 0.07% | 309 | -1,178 | -9.14% | Q4 2025 | Jan 27, 2026 |
| Lakeridge Wealth Management LLC | History | New | 11,632 | 587 | 0.27% | — | 312 | +11,632 | New | Q4 2025 | Jan 07, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 11,635 | 587 | 0.01% | 0.01% | 311 | -134 | -1.14% | Q4 2025 | Feb 02, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 11,440 | 577 | 0.04% | 0.07% | 314 | -10,753 | -48.45% | Q4 2025 | Feb 05, 2026 |
| Western Wealth Management, LLC | History | Added to | 11,436 | 577 | 0.03% | 0.02% | 313 | +3,786 | 49.49% | Q4 2025 | Feb 05, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | New | 11,101 | 563 | 0.26% | — | 315 | +11,101 | New | Q4 2025 | Jan 26, 2026 |
| Atria Investments, Inc | History | Reduced | 11,105 | 560 | 0.01% | 0.02% | 316 | -16,970 | -60.45% | Q4 2025 | Feb 05, 2026 |
| Leslie Global Wealth, LLC | History | Added to | 11,005 | 556 | 0.25% | 0.11% | 317 | +6,340 | 135.91% | Q4 2025 | Feb 02, 2026 |
| SWMG, LLC | History | Added to | 10,901 | 554 | 0.15% | 0.17% | 318 | +67 | 0.62% | Q4 2025 | Feb 10, 2026 |
| WBH ADVISORY INC | History | No change | 10,912 | 551 | 0.04% | 0.04% | 319 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 10,603 | 535 | 0.13% | 0.15% | 320 | -1,756 | -14.21% | Q4 2025 | Feb 11, 2026 |
| Mallini Complete Financial Planning LLC | History | No change | 10,600 | 535 | 0.43% | 0.43% | 321 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 10,480 | 529 | 0.0% | 0.0% | 322 | +1,284 | 13.96% | Q4 2025 | Feb 18, 2026 |
| Vawter Financial, Ltd. | History | No change | 10,469 | 528 | 0.22% | 0.24% | 323 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 10,341 | 522 | 0.0% | 0.0% | 324 | +1,291 | 14.27% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Added to | 10,262 | 518 | 0.0% | 0.0% | 325 | +5,031 | 96.18% | Q4 2025 | Feb 17, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 10,122 | 511 | 0.04% | — | 326 | +10,122 | New | Q4 2025 | Feb 12, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 9,801 | 496 | 0.1% | 0.07% | 327 | +2,935 | 42.75% | Q4 2025 | Feb 04, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 9,810 | 495 | 0.03% | 0.03% | 328 | +2,249 | 29.74% | Q4 2025 | Jan 23, 2026 |
| US BANCORP \DE\ | History | Added to | 9,731 | 491 | 0.0% | 0.0% | 329 | +5,715 | 142.31% | Q4 2025 | Jan 30, 2026 |
| GGM Financials LLC | History | Added to | 9,737 | 491 | 0.24% | 0.21% | 330 | +1,360 | 16.23% | Q4 2025 | Feb 04, 2026 |
| Blue Water Asset Management | History | New | 9,219 | 465 | 0.17% | — | 331 | +9,219 | New | Q4 2025 | Feb 05, 2026 |
| Mason & Associates Inc | History | Reduced | 9,149 | 462 | 0.09% | 0.14% | 332 | -4,569 | -33.31% | Q4 2025 | Feb 05, 2026 |
| Creative Planning | History | Added to | 9,133 | 461 | 0.0% | 0.0% | 333 | +4,966 | 119.17% | Q4 2025 | Feb 17, 2026 |
| Choice Wealth Advisors, LLC | History | Reduced | 9,131 | 461 | 0.18% | 0.26% | 334 | -2,969 | -24.54% | Q4 2025 | Jan 08, 2026 |
| SAXON INTERESTS, INC. | History | No change | 8,890 | 448 | 0.16% | 0.17% | 335 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Global Financial Private Client, LLC | History | Reduced | 8,790 | 443 | 0.16% | 0.16% | 336 | -66 | -0.75% | Q4 2025 | Jan 27, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 8,705 | 439 | 0.03% | 0.04% | 337 | -1,595 | -15.49% | Q4 2025 | Feb 03, 2026 |
| PDS Planning, Inc | History | Added to | 8,641 | 436 | 0.03% | 0.03% | 338 | +78 | 0.91% | Q4 2025 | Jan 26, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Added to | 8,599 | 434 | 0.13% | 0.1% | 340 | +2,364 | 37.91% | Q4 2025 | Jan 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 8,612 | 434 | 0.01% | 0.01% | 339 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 8,584 | 433 | 0.07% | — | 341 | +8,584 | New | Q4 2025 | Feb 12, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 8,540 | 431 | 0.06% | 0.06% | 342 | +270 | 3.26% | Q4 2025 | Feb 10, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 8,500 | 429 | 0.01% | 0.01% | 343 | +2,612 | 44.36% | Q4 2025 | Jan 09, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 8,344 | 422 | 0.18% | 0.2% | 344 | +4 | 0.05% | Q4 2025 | Jan 23, 2026 |
| Concorde Asset Management, LLC | History | Added to | 8,334 | 420 | 0.17% | 0.17% | 345 | +183 | 2.25% | Q4 2025 | Feb 13, 2026 |
| DAVENPORT & Co LLC | History | Added to | 8,312 | 419 | 0.0% | 0.0% | 346 | +202 | 2.49% | Q4 2025 | Jan 12, 2026 |
| Crane Advisory, LLC | History | Added to | 8,174 | 414 | 0.06% | 0.04% | 347 | +3,712 | 83.19% | Q4 2025 | Jan 15, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 8,113 | 409 | 0.08% | 0.09% | 348 | +25 | 0.31% | Q4 2025 | Jan 14, 2026 |
| Sequent Planning LLC | History | Added to | 7,959 | 401 | 0.1% | 0.07% | 349 | +3,210 | 67.59% | Q4 2025 | Feb 05, 2026 |
| W.H. Cornerstone Investments Inc. | History | Added to | 7,620 | 384 | 0.23% | 0.23% | 350 | +8 | 0.11% | Q4 2025 | Feb 10, 2026 |
| Wealthspire Advisors, LLC | History | New | 7,298 | 368 | 0.0% | — | 351 | +7,298 | New | Q4 2025 | Feb 13, 2026 |
| Entelevest, LLC | History | New | 7,261 | 366 | 0.37% | — | 352 | +7,261 | New | Q4 2025 | Feb 11, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 7,229 | 365 | 0.01% | 0.01% | 353 | -1,403 | -16.25% | Q4 2025 | Jan 23, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 7,223 | 364 | 0.2% | 0.21% | 354 | +51 | 0.71% | Q4 2025 | Jan 30, 2026 |
| HRT FINANCIAL LP | History | Reduced | 7,177 | 362 | 0.0% | 0.0% | 355 | -849 | -10.58% | Q4 2025 | Feb 12, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 7,146 | 360 | 0.0% | — | 356 | +7,146 | New | Q4 2025 | Jan 29, 2026 |
| Arlington Financial Advisors, LLC | History | Added to | 6,989 | 352 | 0.05% | 0.04% | 358 | +1,082 | 18.32% | Q4 2025 | Jan 12, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 6,963 | 352 | 0.02% | 0.02% | 357 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Westwood Wealth Management | History | New | 6,910 | 350 | 0.26% | — | 359 | +6,910 | New | Q4 2025 | Jan 20, 2026 |
| Lionshead Wealth Management, LLC | History | Added to | 6,910 | 350 | 0.26% | 0.24% | 360 | +812 | 13.32% | Q4 2025 | Jan 13, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 6,892 | 348 | 0.19% | 0.17% | 361 | +954 | 16.07% | Q4 2025 | Jan 23, 2026 |
| Bond & Devick Financial Network, Inc. | History | Reduced | 6,819 | 344 | 0.1% | 0.11% | 362 | -763 | -10.06% | Q4 2025 | Jan 14, 2026 |
| Evercore Wealth Management, LLC | History | New | 6,785 | 342 | 0.01% | — | 363 | +6,785 | New | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 6,772 | 341 | 0.01% | 0.0% | 364 | +6,043 | 828.94% | Q4 2025 | Feb 06, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 6,666 | 336 | 0.0% | 0.0% | 365 | +1,947 | 41.26% | Q4 2025 | Jan 29, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 6,579 | 332 | 0.1% | 0.14% | 366 | +15 | 0.23% | Q4 2025 | Jan 08, 2026 |
| Bowman & Co S.C. | History | Added to | 6,552 | 330 | 0.14% | 0.11% | 367 | +1,258 | 23.76% | Q4 2025 | Jan 23, 2026 |
| True North Advisors, LLC | History | Added to | 6,523 | 329 | 0.04% | 0.04% | 368 | +1,529 | 30.62% | Q4 2025 | Jan 22, 2026 |
| SageView Advisory Group, LLC | History | Added to | 6,461 | 326 | 0.01% | 0.01% | 369 | +67 | 1.05% | Q4 2025 | Feb 17, 2026 |
| FIRST HORIZON CORP | History | New | 6,310 | 318 | 0.01% | — | 370 | +6,310 | New | Q4 2025 | Jan 27, 2026 |
| Stirlingshire Investments, Inc. | History | New | 6,228 | 315 | 0.28% | — | 373 | +6,228 | New | Q4 2025 | Feb 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 6,255 | 315 | 0.0% | 0.0% | 371 | +1,959 | 45.6% | Q4 2025 | Feb 06, 2026 |
| SIERRA OCEAN, LLC | History | Added to | 6,241 | 315 | 0.26% | 0.26% | 374 | +56 | 0.91% | Q4 2025 | Feb 06, 2026 |
| Teamwork Financial Advisors, LLC | History | Added to | 6,254 | 315 | 0.03% | 0.03% | 372 | +19 | 0.3% | Q4 2025 | Jan 09, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 6,075 | 306 | 0.02% | 0.02% | 375 | -10 | -0.16% | Q4 2025 | Feb 10, 2026 |
| Firestone Capital Management | History | Added to | 6,035 | 304 | 0.06% | 0.07% | 376 | +28 | 0.47% | Q4 2025 | Feb 09, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 5,827 | 294 | 0.07% | 0.08% | 377 | +242 | 4.33% | Q4 2025 | Jan 07, 2026 |
| Leading Edge Financial Planning LLC | History | New | 5,805 | 293 | 0.07% | — | 378 | +5,805 | New | Q4 2025 | Jan 21, 2026 |
| Goodwin Investment Advisory | History | No change | 5,797 | 292 | 0.32% | 0.31% | 379 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Gryphon Financial Partners LLC | History | Reduced | 5,760 | 290 | 0.03% | 0.03% | 380 | -100 | -1.71% | Q4 2025 | Jan 08, 2026 |
| One Capital Management, LLC | History | New | 5,641 | 284 | 0.01% | — | 381 | +5,641 | New | Q4 2025 | Feb 10, 2026 |
| Balefire, LLC | History | New | 5,608 | 283 | 0.06% | — | 382 | +5,608 | New | Q4 2025 | Jan 12, 2026 |
| Alpha Financial Partners, LLC | History | Added to | 5,569 | 281 | 0.17% | 0.17% | 383 | +298 | 5.65% | Q4 2025 | Feb 10, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 5,522 | 278 | 0.0% | 0.0% | 384 | -907 | -14.11% | Q4 2025 | Feb 17, 2026 |
| Financial Partners Group, Inc | History | Added to | 5,435 | 276 | 0.03% | 0.03% | 385 | +603 | 12.48% | Q4 2025 | Feb 03, 2026 |
| Stone Summit Wealth LLC | History | Reduced | 5,376 | 271 | 0.07% | 0.08% | 386 | -40 | -0.74% | Q4 2025 | Jan 27, 2026 |
| Certified Advisory Corp | History | No change | 5,314 | 268 | 0.02% | 0.03% | 387 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 5,238 | 266 | 0.14% | 0.15% | 388 | +22 | 0.42% | Q4 2025 | Jan 29, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | New | 5,251 | 265 | 0.12% | — | 390 | +5,251 | New | Q4 2025 | Jan 29, 2026 |
| Saxony Capital Management, LLC | History | Reduced | 5,267 | 265 | 0.16% | 0.17% | 389 | -2 | -0.04% | Q4 2025 | Jan 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 5,219 | 264 | 0.01% | 0.01% | 391 | +38 | 0.73% | Q4 2025 | Jan 29, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 5,076 | 256 | 0.0% | 0.04% | 393 | -62,588 | -92.5% | Q4 2025 | Feb 11, 2026 |
| Madison Wealth Partners, Inc | History | Reduced | 5,086 | 256 | 0.05% | 0.06% | 392 | -484 | -8.69% | Q4 2025 | Feb 10, 2026 |
| Centurion Wealth Management LLC | History | No change | 5,052 | 255 | 0.06% | 0.06% | 394 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 5,032 | 254 | 0.01% | 0.0% | 395 | +1,434 | 39.86% | Q4 2025 | Jan 28, 2026 |
| USAdvisors Wealth Management, LLC | History | No change | 5,001 | 252 | 0.08% | 0.09% | 396 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CHARTER RESEARCH & INVESTMENT GROUP, INC. | History | New | 4,984 | 251 | 0.17% | — | 397 | +4,984 | New | Q4 2025 | Feb 10, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 4,901 | 247 | 0.07% | 0.09% | 398 | +534 | 12.23% | Q4 2025 | Feb 09, 2026 |
| STEPHENS INC /AR/ | History | New | 4,868 | 245 | 0.0% | — | 400 | +4,868 | New | Q4 2025 | Feb 05, 2026 |
| BOKF, NA | History | Added to | 4,854 | 245 | 0.0% | 0.0% | 399 | +1,721 | 54.93% | Q4 2025 | Feb 03, 2026 |
| Millington Financial Advisors, LLC | History | New | 4,700 | 238 | 0.11% | — | 402 | +4,700 | New | Q4 2025 | Feb 09, 2026 |
| Parallel Advisors, LLC | History | Added to | 4,723 | 238 | 0.0% | 0.0% | 401 | +1,392 | 41.79% | Q4 2025 | Feb 11, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 4,677 | 237 | 0.01% | 0.01% | 403 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Added to | 4,689 | 236 | 0.06% | 0.06% | 404 | +329 | 7.55% | Q4 2025 | Jan 26, 2026 |
| Signature Wealth Management Partners, LLC | History | No change | 4,578 | 231 | 0.11% | 0.12% | 405 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 4,578 | 231 | 0.03% | 0.03% | 406 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 4,567 | 230 | 0.03% | — | 407 | +4,567 | New | Q4 2025 | Feb 04, 2026 |
| TFB Advisors LLC | History | New | 4,493 | 226 | 0.06% | — | 408 | +4,493 | New | Q4 2025 | Feb 13, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | New | 4,390 | 223 | 0.15% | — | 409 | +4,390 | New | Q4 2025 | Feb 17, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 4,340 | 219 | 0.1% | 0.1% | 410 | +335 | 8.36% | Q4 2025 | Feb 13, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 4,302 | 217 | 0.02% | 0.02% | 411 | -1 | -0.02% | Q4 2025 | Jan 28, 2026 |
| PUREfi Wealth, LLC | History | New | 4,296 | 216 | 0.17% | — | 412 | +4,296 | New | Q4 2025 | Jan 12, 2026 |
| MGO ONE SEVEN LLC | History | New | 4,267 | 215 | 0.0% | — | 413 | +4,267 | New | Q4 2025 | Feb 03, 2026 |
| Sivia Capital Partners, LLC | History | No change | 4,163 | 210 | 0.04% | 0.06% | 414 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sincerus Advisory, LLC | History | New | 4,142 | 209 | 0.17% | — | 415 | +4,142 | New | Q4 2025 | Jan 08, 2026 |
| AE Wealth Management LLC | History | Added to | 3,193 | 161 | 0.0% | 0.0% | 416 | +1,304 | 69.03% | Q4 2025 | Jan 26, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 3,032 | 153 | 0.02% | — | 417 | +3,032 | New | Q4 2025 | Jan 27, 2026 |
| CoreCap Advisors, LLC | History | Added to | 2,966 | 149 | 0.01% | 0.0% | 419 | +328 | 12.43% | Q4 2025 | Jan 13, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 2,969 | 149 | 0.03% | 0.03% | 418 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Root Financial Partners, LLC | History | New | 2,700 | 136 | 0.01% | — | 420 | +2,700 | New | Q4 2025 | Feb 10, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 2,650 | 133 | 0.01% | — | 421 | +2,650 | New | Q4 2025 | Jan 21, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 2,584 | 130 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | New | 2,484 | 125 | 0.03% | — | 423 | +2,484 | New | Q4 2025 | Feb 02, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 2,314 | 116 | 0.01% | — | 424 | +2,314 | New | Q4 2025 | Jan 21, 2026 |
| Longview Financial Advisors LLC | History | No change | 2,300 | 116 | 0.06% | 0.07% | 425 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BLUELINE ADVISORS LLC | History | New | 2,258 | 114 | 0.09% | — | 426 | +2,258 | New | Q4 2025 | Feb 10, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | New | 2,196 | 110 | 0.01% | — | 427 | +2,196 | New | Q4 2025 | Jan 20, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Added to | 2,016 | 101 | 0.04% | 0.04% | 428 | +203 | 11.2% | Q4 2025 | Jan 14, 2026 |
| Trust Co | History | New | 1,898 | 95 | 0.01% | — | 429 | +1,898 | New | Q4 2025 | Jan 15, 2026 |
| Signature Equity Partners, LLC | History | New | 1,843 | 93 | 0.05% | — | 430 | +1,843 | New | Q4 2025 | Feb 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 1,506 | 76 | 0.0% | — | 431 | +1,506 | New | Q4 2025 | Feb 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 1,444 | 72 | 0.0% | — | 432 | +1,444 | New | Q4 2025 | Feb 09, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 1,385 | 69 | 0.05% | 0.05% | 433 | +8 | 0.58% | Q4 2025 | Feb 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 1,283 | 64 | 0.0% | — | 434 | +1,283 | New | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | New | 1,196 | 60 | 0.0% | — | 436 | +1,196 | New | Q4 2025 | Jan 16, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,200 | 60 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 1,173 | 59 | 0.0% | 0.0% | 437 | +1,095 | 1403.85% | Q4 2025 | Feb 12, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 1,078 | 54 | 0.02% | 0.02% | 438 | +9 | 0.84% | Q4 2025 | Feb 10, 2026 |
| Lavaca Capital LLC | History | New | 951 | 48 | 0.01% | — | 440 | +951 | New | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 957 | 48 | 0.0% | 0.0% | 439 | +143 | 17.57% | Q4 2025 | Feb 11, 2026 |
| SHP Wealth Management | History | New | 934 | 47 | 0.0% | — | 441 | +934 | New | Q4 2025 | Mar 04, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 880 | 44 | 0.0% | — | 442 | +880 | New | Q4 2025 | Feb 13, 2026 |
| N.E.W. Advisory Services LLC | History | New | 865 | 43 | 0.0% | — | 443 | +865 | New | Q4 2025 | Jan 28, 2026 |
| Archer Investment Corp | History | Reduced | 867 | 43 | 0.01% | 0.01% | 444 | -276 | -24.15% | Q4 2025 | Jan 30, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 846 | 42 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 800 | 40 | 0.01% | — | 446 | +800 | New | Q4 2025 | Feb 09, 2026 |
| Goodman Advisory Group, LLC | History | No change | 728 | 36 | 0.01% | 0.01% | 447 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 668 | 33 | 0.0% | — | 448 | +668 | New | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | New | 631 | 31 | 0.0% | — | 449 | +631 | New | Q4 2025 | Feb 17, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 565 | 28 | 0.01% | 0.01% | 450 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GODSEY & GIBB, INC | History | New | 541 | 27 | 0.0% | — | 451 | +541 | New | Q4 2025 | Jan 27, 2026 |
| ST GERMAIN D J CO INC | History | No change | 500 | 25 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Kingdom Financial Group LLC. | History | New | 395 | 19 | 0.01% | — | 453 | +395 | New | Q4 2025 | Feb 06, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 317 | 16 | 0.01% | — | 454 | +317 | New | Q4 2025 | Feb 03, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 308 | 15 | 0.01% | 0.01% | 455 | -27 | -8.06% | Q4 2025 | Feb 04, 2026 |
| Millstone Evans Group, LLC | History | New | 296 | 14 | 0.01% | — | 457 | +296 | New | Q4 2025 | Feb 02, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | New | 279 | 14 | 0.0% | — | 456 | +279 | New | Q4 2025 | Jan 26, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 240 | 12 | 0.01% | — | 458 | +240 | New | Q4 2025 | Feb 18, 2026 |
| Colonial Trust Co / SC | History | New | 211 | 10 | 0.0% | — | 459 | +211 | New | Q4 2025 | Feb 12, 2026 |
| NBC SECURITIES, INC. | History | New | 194 | 9 | 0.0% | — | 460 | +194 | New | Q4 2025 | Jan 29, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 147 | 7 | 0.0% | — | 461 | +147 | New | Q4 2025 | Feb 11, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 154 | 7 | 0.0% | 0.01% | 462 | -120 | -43.8% | Q4 2025 | Feb 17, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 127 | 6 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 111 | 5 | 0.0% | 0.0% | 464 | +6 | 5.71% | Q4 2025 | Feb 13, 2026 |
| Imprint Wealth LLC | History | Reduced | 85 | 4 | 0.02% | 0.2% | 465 | -1,165 | -93.2% | Q4 2025 | Feb 17, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 76 | 3 | 0.0% | — | 466 | +76 | New | Q4 2025 | Feb 11, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | New | 53 | 2 | 0.0% | — | 469 | +53 | New | Q4 2025 | Jan 22, 2026 |
| Quent Capital, LLC | History | New | 44 | 2 | 0.0% | — | 468 | +44 | New | Q4 2025 | Jan 29, 2026 |
| SYM FINANCIAL Corp | History | No change | 50 | 2 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 22 | 1 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Uniting Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 1.41% | — | -118,426 | -100.0% | Q3 2025 | Nov 07, 2025 |
| McCarthy & Cox | History | Closed out | 0 | 0 | — | 0.18% | — | -15,520 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Ferguson Shapiro LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -13,074 | -100.0% | Q3 2025 | Nov 10, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,922 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tandem Financial, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -10,016 | -100.0% | Q3 2025 | Oct 31, 2025 |
| HILL ISLAND FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -7,652 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,830 | -100.0% | Q3 2025 | Nov 10, 2025 |
| GENTRY PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -5,444 | -100.0% | Q3 2025 | Nov 12, 2025 |
| NorthCrest Asset Manangement, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,769 | -100.0% | Q3 2025 | Oct 29, 2025 |
| LM Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,600 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SEAMOUNT FINANCIAL GROUP INC | History | Closed out | 0 | 0 | — | 0.1% | — | -4,238 | -100.0% | Q3 2025 | Oct 24, 2025 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -2,750 | -100.0% | Q3 2025 | Nov 03, 2025 |
| CENTAURUS FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,039 | -100.0% | Q3 2025 | Nov 20, 2025 |
| GoalVest Advisory LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Smallwood Wealth Investment Management, LLC | History | Added to | 10 | 0 | — | — | — | +3 | 42.86% | Q4 2025 | Jan 23, 2026 |