J.P. Morgan Exchange-Traded Fund Trust - JPIE
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 | 7,731,323 | 357,882 | 0.02% | 0.02% | 1 | +301,897 | 4.06% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 6,790,024 | 314,310 | 0.02% | 0.02% | 2 | +1,393,857 | 25.83% | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 5,592,163 | 258,861 | 1.44% | 1.3% | 3 | +982,593 | 21.32% | Q4 2025 | Feb 03, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,759,117 | 174,009 | 0.03% | 0.02% | 4 | +1,181,828 | 45.86% | Q4 2025 | Feb 13, 2026 |
| Savant Capital, LLC | History | Added to | 3,532,480 | 163,518 | 0.93% | 0.99% | 5 | +7,636 | 0.22% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,103,338 | 143,653 | 0.01% | 0.01% | 6 | +922,529 | 42.3% | Q4 2025 | Feb 17, 2026 |
| Heritage Financial Services, LLC | History | Added to | 2,848,628 | 131,862 | 11.01% | 9.62% | 7 | +543,246 | 23.56% | Q4 2025 | Feb 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,541,476 | 117,644 | 0.03% | 0.03% | 8 | +103,386 | 4.24% | Q4 2025 | Feb 10, 2026 |
| Waverly Advisors, LLC | History | Added to | 2,276,189 | 105,364 | 0.85% | 0.97% | 9 | +170,111 | 8.08% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,164,598 | 100,199 | 0.02% | — | 10 | +2,164,598 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,480,357 | 68,541 | 0.1% | 0.12% | 11 | -434,761 | -22.7% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,469,124 | 68,005 | 0.02% | 0.01% | 12 | +584,808 | 66.13% | Q4 2025 | Feb 18, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,131,981 | 52,399 | 0.09% | 0.01% | 13 | +1,068,410 | 1680.66% | Q4 2025 | Mar 16, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 1,109,045 | 51,338 | 0.12% | 0.13% | 14 | -93,521 | -7.78% | Q4 2025 | Feb 11, 2026 |
| Syntegra Private Wealth Group, LLC | History | Added to | 1,081,981 | 50,084 | 4.6% | 4.57% | 15 | +36,641 | 3.51% | Q4 2025 | Feb 10, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 1,063,485 | 49,228 | 1.22% | 1.35% | 16 | -56,922 | -5.08% | Q4 2025 | Feb 09, 2026 |
| Williams Financial, LLC | History | Added to | 1,053,702 | 48,775 | 28.22% | 21.83% | 17 | +597,595 | 131.02% | Q4 2025 | Feb 02, 2026 |
| Enclave Advisors LLC | History | Added to | 937,379 | 43,395 | 6.15% | 6.19% | 18 | +64,477 | 7.39% | Q4 2025 | Jan 14, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 933,629 | 43,217 | 5.52% | 5.53% | 19 | +31,687 | 3.51% | Q4 2025 | Feb 04, 2026 |
| Hilton Capital Management, LLC | History | Added to | 927,662 | 42,941 | 3.23% | 3.39% | 20 | +26,068 | 2.89% | Q4 2025 | Feb 12, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 874,075 | 40,460 | 8.6% | 8.52% | 21 | +82,799 | 10.46% | Q4 2025 | Jan 30, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 835,817 | 38,689 | 0.05% | 0.05% | 22 | +80,077 | 10.6% | Q4 2025 | Feb 02, 2026 |
| Diversified Enterprises, LLC | History | Added to | 759,765 | 35,169 | 2.09% | 2.31% | 23 | +21,271 | 2.88% | Q4 2025 | Jan 28, 2026 |
| LPL Financial LLC | History | Added to | 652,659 | 30,211 | 0.01% | 0.01% | 24 | +177,981 | 37.5% | Q4 2025 | Feb 11, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 648,730 | 30,029 | 4.09% | 3.55% | 25 | +112,666 | 21.02% | Q4 2025 | Jan 21, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 632,844 | 29,294 | 2.79% | 2.72% | 26 | +35,286 | 5.91% | Q4 2025 | Jan 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 576,780 | 26,699 | 0.04% | 0.02% | 27 | +175,370 | 43.69% | Q4 2025 | Feb 12, 2026 |
| Visionary Wealth Advisors | History | Added to | 561,513 | 25,992 | 1.17% | 1.15% | 28 | +32,018 | 6.05% | Q4 2025 | Feb 13, 2026 |
| Scott Capital Advisors, LLC | History | Reduced | 554,452 | 25,665 | 5.69% | 5.81% | 29 | -779 | -0.14% | Q4 2025 | Jan 12, 2026 |
| Cetera Investment Advisers | History | Added to | 551,425 | 25,525 | 0.03% | 0.03% | 30 | +56,005 | 11.3% | Q4 2025 | Feb 17, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 550,174 | 25,467 | 3.45% | 3.6% | 31 | +20,107 | 3.79% | Q4 2025 | Jan 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 546,067 | 25,277 | 0.34% | 0.58% | 32 | -107,605 | -16.46% | Q4 2025 | Feb 06, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 537,259 | 24,869 | 0.02% | 0.02% | 33 | +36,602 | 7.31% | Q4 2025 | Feb 13, 2026 |
| NewEdge Wealth, LLC | History | Added to | 534,415 | 24,738 | 0.28% | 0.35% | 34 | +3,303 | 0.62% | Q4 2025 | Feb 03, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 532,785 | 24,662 | 0.48% | 0.5% | 35 | +18,769 | 3.65% | Q4 2025 | Jan 14, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 520,833 | 24,109 | 2.42% | 2.06% | 36 | +95,630 | 22.49% | Q4 2025 | Jan 27, 2026 |
| Planned Solutions, Inc. | History | Added to | 519,501 | 24,047 | 7.71% | 7.94% | 37 | +21,833 | 4.39% | Q4 2025 | Jan 28, 2026 |
| Longview Financial Advisors LLC | History | Added to | 511,466 | 23,675 | 13.05% | 12.71% | 38 | +36,213 | 7.62% | Q4 2025 | Jan 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 510,423 | 23,627 | 0.14% | 0.11% | 39 | +154,678 | 43.48% | Q4 2025 | Jan 29, 2026 |
| TPG Financial Advisors, LLC | History | Added to | 497,834 | 23,044 | 7.69% | 7.27% | 40 | +77,352 | 18.4% | Q4 2025 | Feb 06, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | Added to | 463,201 | 21,441 | 4.14% | 3.15% | 41 | +144,577 | 45.38% | Q4 2025 | Feb 13, 2026 |
| NavPoint Financial, Inc. | History | Added to | 460,776 | 21,329 | 9.12% | 8.9% | 42 | +95,235 | 26.05% | Q4 2025 | Jan 20, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 458,059 | 21,203 | 0.88% | 0.04% | 43 | +440,072 | 2446.61% | Q4 2025 | Jan 28, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 454,774 | 21,051 | 0.4% | 0.02% | 44 | +433,451 | 2032.79% | Q4 2025 | Feb 12, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Added to | 453,100 | 20,974 | 5.74% | 5.86% | 45 | +19,208 | 4.43% | Q4 2025 | Jan 26, 2026 |
| Vigilare Wealth Management | History | New | 447,971 | 20,736 | 6.97% | — | 46 | +447,971 | New | Q4 2025 | Jan 07, 2026 |
| Certified Advisory Corp | History | Added to | 434,639 | 20,119 | 1.83% | 1.84% | 47 | +18,090 | 4.34% | Q4 2025 | Jan 12, 2026 |
| Echo Wealth Management, LLC | History | Reduced | 417,704 | 19,335 | 11.29% | 13.66% | 48 | -86,503 | -17.16% | Q4 2025 | Jan 22, 2026 |
| NORTHLAND SECURITIES, INC. | History | New | 416,007 | 19,256 | 18.46% | — | 49 | +416,007 | New | Q4 2025 | Jan 23, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 411,612 | 19,053 | 2.15% | 2.01% | 50 | +46,361 | 12.69% | Q4 2025 | Feb 12, 2026 |
| One Capital Management, LLC | History | Added to | 392,108 | 18,150 | 0.55% | 0.41% | 51 | +115,585 | 41.8% | Q4 2025 | Feb 10, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 390,618 | 18,081 | 2.41% | 0.56% | 52 | +308,876 | 377.87% | Q4 2025 | Jan 09, 2026 |
| Private Advisor Group, LLC | History | Added to | 381,213 | 17,646 | 0.08% | 0.08% | 53 | +42,211 | 12.45% | Q4 2025 | Feb 17, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 360,269 | 16,676 | 2.33% | 1.02% | 54 | +321,379 | 826.38% | Q4 2025 | Feb 18, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 359,069 | 16,621 | 0.18% | 0.01% | 55 | +338,620 | 1655.92% | Q4 2025 | Jan 23, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 349,395 | 16,173 | 0.72% | 0.65% | 56 | +67,368 | 23.89% | Q4 2025 | Feb 10, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 348,917 | 16,151 | 5.94% | 5.15% | 57 | -983 | -0.28% | Q4 2025 | Feb 05, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 337,607 | 15,627 | 0.38% | 0.36% | 58 | +33,518 | 11.02% | Q4 2025 | Jan 28, 2026 |
| Magnus Financial Group LLC | History | Added to | 335,466 | 15,528 | 1.19% | 1.2% | 59 | +6,861 | 2.09% | Q4 2025 | Jan 07, 2026 |
| Merit Financial Group, LLC | History | New | 311,542 | 14,421 | 0.12% | — | 60 | +311,542 | New | Q4 2025 | Jan 26, 2026 |
| Arkadios Wealth Advisors | History | Added to | 299,860 | 13,880 | 0.27% | 0.28% | 61 | +48,173 | 19.14% | Q4 2025 | Feb 13, 2026 |
| SMITH, MOORE & CO. | History | Added to | 299,656 | 13,871 | 1.05% | 1.04% | 62 | +6,147 | 2.09% | Q4 2025 | Jan 23, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 296,491 | 13,724 | 2.62% | 2.6% | 63 | +10,569 | 3.7% | Q4 2025 | Jan 26, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 295,311 | 13,669 | 0.98% | 0.91% | 64 | +30,720 | 11.61% | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 287,192 | 13,314 | 0.02% | 0.02% | 65 | +36,484 | 14.55% | Q4 2025 | Jan 08, 2026 |
| FMA Wealth Management, LLC | History | Added to | 272,585 | 12,617 | 8.18% | 8.64% | 66 | +1,283 | 0.47% | Q4 2025 | Jan 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 270,602 | 12,526 | 0.03% | 0.03% | 67 | +68,666 | 34.0% | Q4 2025 | Feb 05, 2026 |
| American Financial Advisors, LLC | History | Added to | 260,167 | 12,043 | 1.55% | 1.54% | 68 | +2,883 | 1.12% | Q4 2025 | Feb 03, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 256,004 | 11,850 | 0.01% | 0.01% | 69 | +89,095 | 53.38% | Q4 2025 | Feb 17, 2026 |
| Krilogy Financial LLC | History | Added to | 244,845 | 11,359 | 0.39% | 0.27% | 70 | +87,189 | 55.3% | Q4 2025 | Jan 27, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 243,326 | 11,263 | 0.2% | 0.21% | 71 | +20,308 | 9.11% | Q4 2025 | Jan 16, 2026 |
| Legacy Edge Advisors, LLC | History | New | 233,624 | 10,814 | 1.18% | — | 72 | +233,624 | New | Q4 2025 | Feb 02, 2026 |
| Richard W. Paul & Associates, LLC | History | Added to | 225,353 | 10,431 | 3.46% | 3.29% | 73 | +17,516 | 8.43% | Q4 2025 | Feb 12, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 215,438 | 9,972 | 2.2% | 1.43% | 74 | +82,327 | 61.85% | Q4 2025 | Feb 04, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 212,450 | 9,834 | 0.04% | 0.05% | 75 | -11,989 | -5.34% | Q4 2025 | Feb 18, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 206,988 | 9,581 | 0.01% | 0.04% | 76 | -501,553 | -70.79% | Q4 2025 | Feb 12, 2026 |
| PENNEY FINANCIAL, LLC | History | Added to | 201,316 | 9,318 | 3.6% | 3.72% | 77 | +22,269 | 12.44% | Q4 2025 | Jan 21, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 200,083 | 9,261 | 0.3% | 0.39% | 78 | -49,024 | -19.68% | Q4 2025 | Jan 12, 2026 |
| Focus Partners Wealth | History | Added to | 196,975 | 9,119 | 0.01% | 0.01% | 79 | +69,456 | 54.47% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 195,162 | 9,034 | 0.0% | 0.0% | 80 | +34,061 | 21.14% | Q4 2025 | Feb 06, 2026 |
| O'ROURKE & COMPANY, Inc | History | Added to | 194,134 | 8,986 | 3.5% | 3.12% | 81 | +33,154 | 20.6% | Q4 2025 | Jan 28, 2026 |
| Royal Harbor Partners, LLC | History | Added to | 193,138 | 8,940 | 2.96% | 2.96% | 82 | +5,214 | 2.77% | Q4 2025 | Feb 19, 2026 |
| Financial Futures Ltd Liability Co. | History | Added to | 193,076 | 8,937 | 4.14% | 3.41% | 83 | +41,930 | 27.74% | Q4 2025 | Jan 23, 2026 |
| S Harris Financial Group, LLC | History | New | 192,336 | 8,903 | 8.53% | — | 84 | +192,336 | New | Q4 2025 | Mar 03, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 192,319 | 8,902 | 0.23% | 0.3% | 85 | -37,132 | -16.18% | Q4 2025 | Feb 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 191,748 | 8,876 | 0.03% | 0.02% | 86 | +61,695 | 47.44% | Q4 2025 | Feb 06, 2026 |
| Waterloo Capital, L.P. | History | Added to | 185,167 | 8,571 | 0.62% | 0.62% | 87 | +4,363 | 2.41% | Q4 2025 | Feb 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 184,468 | 8,539 | 0.02% | 0.02% | 88 | +51,199 | 38.42% | Q4 2025 | Feb 13, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 179,952 | 8,329 | 0.09% | 0.09% | 89 | -2,237 | -1.23% | Q4 2025 | Jan 13, 2026 |
| BankPlus Wealth Management LLC | History | Added to | 178,646 | 8,269 | 4.56% | 4.54% | 90 | +12,701 | 7.65% | Q4 2025 | Feb 04, 2026 |
| Andrews Advisory Associates, LLC | History | New | 178,574 | 8,266 | 4.39% | — | 91 | +178,574 | New | Q4 2025 | Feb 18, 2026 |
| McCarthy Asset Management, Inc. | History | New | 178,275 | 8,252 | 4.31% | — | 92 | +178,275 | New | Q4 2025 | Feb 03, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 173,015 | 8,008 | 0.47% | 0.49% | 93 | +17,116 | 10.98% | Q4 2025 | Feb 10, 2026 |
| Horizon Investments, LLC | History | Added to | 172,703 | 7,994 | 0.1% | 0.09% | 94 | +16,443 | 10.52% | Q4 2025 | Feb 02, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 171,463 | 7,973 | 0.82% | 0.85% | 95 | -4,881 | -2.77% | Q4 2025 | Jan 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 172,209 | 7,971 | 0.01% | 0.0% | 96 | +124,510 | 261.03% | Q4 2025 | Feb 10, 2026 |
| Seascape Capital Management | History | Reduced | 171,093 | 7,920 | 2.25% | 2.31% | 97 | -2,754 | -1.58% | Q4 2025 | Jan 21, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 170,086 | 7,873 | 0.14% | 0.09% | 98 | +83,484 | 96.4% | Q4 2025 | Feb 19, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 169,953 | 7,867 | 0.85% | 0.7% | 99 | +35,522 | 26.42% | Q4 2025 | Jan 23, 2026 |
| SkyOak Wealth, LLC | History | Added to | 169,510 | 7,846 | 1.41% | 1.36% | 100 | +13,800 | 8.86% | Q4 2025 | Feb 05, 2026 |
| Mutual Advisors, LLC | History | Added to | 168,155 | 7,783 | 0.17% | 0.17% | 101 | +5,723 | 3.52% | Q4 2025 | Feb 02, 2026 |
| CHOREO, LLC | History | Added to | 164,988 | 7,675 | 0.1% | 0.0% | 102 | +159,448 | 2878.12% | Q4 2025 | Jan 23, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Added to | 164,653 | 7,621 | 5.08% | 3.42% | 103 | +62,213 | 60.73% | Q4 2025 | Jan 07, 2026 |
| MorganRosel Wealth Management, LLC | History | Added to | 159,795 | 7,396 | 1.85% | 1.78% | 104 | +12,054 | 8.16% | Q4 2025 | Feb 13, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 149,014 | 6,897 | 2.16% | 2.28% | 105 | +198 | 0.13% | Q4 2025 | Feb 11, 2026 |
| Blue Chip Partners, LLC | History | Added to | 147,064 | 6,807 | 0.49% | 0.5% | 106 | +2,110 | 1.46% | Q4 2025 | Feb 18, 2026 |
| Pinion Investment Advisors, LLC | History | Added to | 146,481 | 6,780 | 1.65% | 1.48% | 107 | +29,538 | 25.26% | Q4 2025 | Jan 29, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | New | 140,799 | 6,547 | 0.9% | — | 108 | +140,799 | New | Q4 2025 | Feb 20, 2026 |
| Lionsbridge Wealth Management LLC | History | Added to | 140,568 | 6,506 | 6.58% | 6.4% | 109 | +560 | 0.4% | Q4 2025 | Jan 26, 2026 |
| LifeGoal Investments, LLC | History | Added to | 135,702 | 6,299 | 4.2% | 4.1% | 110 | +29,275 | 27.51% | Q4 2025 | Jan 15, 2026 |
| Nordwand Advisors, LLC | History | No change | 131,443 | 6,084 | 1.06% | 0.97% | 111 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| EPG Wealth Management LLC | History | Added to | 126,586 | 5,859 | 1.58% | 1.47% | 112 | +11,577 | 10.07% | Q4 2025 | Jan 28, 2026 |
| DAVENPORT & Co LLC | History | Added to | 123,320 | 5,708 | 0.03% | 0.03% | 113 | +13,750 | 12.55% | Q4 2025 | Jan 12, 2026 |
| OPTIMA CAPITAL LLC | History | Reduced | 121,715 | 5,656 | 2.45% | 2.9% | 114 | -7,016 | -5.45% | Q4 2025 | Jan 23, 2026 |
| Asset Advisory Group, Inc. | History | New | 122,134 | 5,653 | 2.82% | — | 115 | +122,134 | New | Q4 2025 | Feb 12, 2026 |
| Sovran Advisors, LLC | History | Added to | 119,439 | 5,536 | 0.47% | 0.2% | 116 | +69,944 | 141.32% | Q4 2025 | Jan 20, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 118,360 | 5,478 | 0.02% | 0.02% | 117 | +8,489 | 7.73% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 118,234 | 5,473 | 0.0% | 0.0% | 118 | +5,947 | 5.3% | Q4 2025 | Feb 17, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Added to | 117,567 | 5,467 | 1.39% | 1.38% | 119 | +5,456 | 4.87% | Q4 2025 | Jan 23, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 117,613 | 5,444 | 0.08% | 0.07% | 120 | +16,992 | 16.89% | Q4 2025 | Feb 09, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 116,809 | 5,407 | 0.26% | 0.3% | 121 | +10,463 | 9.84% | Q4 2025 | Jan 28, 2026 |
| Focus Financial Network, Inc. | History | Added to | 114,736 | 5,335 | 0.19% | 0.17% | 122 | +13,890 | 13.77% | Q4 2025 | Jan 12, 2026 |
| Red Mountain Financial, LLC | History | Added to | 114,732 | 5,310 | 5.21% | 5.21% | 123 | +4,016 | 3.63% | Q4 2025 | Jan 26, 2026 |
| Continuum Advisory, LLC | History | Added to | 108,526 | 5,023 | 0.5% | 0.49% | 124 | +8,247 | 8.22% | Q4 2025 | Feb 11, 2026 |
| Savvy Advisors, Inc. | History | Added to | 108,017 | 5,000 | 0.16% | 0.22% | 125 | +3,226 | 3.08% | Q4 2025 | Jan 20, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 107,448 | 4,973 | 0.04% | 0.04% | 126 | -934 | -0.86% | Q4 2025 | Feb 12, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | New | 102,590 | 4,770 | 4.0% | — | 127 | +102,590 | New | Q4 2025 | Feb 05, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 102,669 | 4,752 | 1.0% | 1.04% | 128 | +1,264 | 1.25% | Q4 2025 | Jan 29, 2026 |
| Marmo Financial Group, LLC | History | Added to | 101,639 | 4,704 | 2.23% | 2.25% | 129 | +1,601 | 1.6% | Q4 2025 | Feb 03, 2026 |
| Fiduciary Alliance LLC | History | Added to | 101,048 | 4,677 | 0.31% | 0.28% | 130 | +10,763 | 11.92% | Q4 2025 | Jan 22, 2026 |
| Evolution Wealth Advisors, LLC | History | Reduced | 100,326 | 4,644 | 0.47% | 0.63% | 131 | -730 | -0.72% | Q4 2025 | Jan 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 95,025 | 4,398 | 0.09% | 0.08% | 132 | +19,345 | 25.56% | Q4 2025 | Feb 09, 2026 |
| Advisory Services Network, LLC | History | Added to | 93,940 | 4,348 | 0.06% | 0.06% | 133 | +6,077 | 6.92% | Q4 2025 | Feb 17, 2026 |
| Keystone Financial Services, LLC | History | Added to | 93,174 | 4,313 | 2.94% | 2.96% | 134 | +2,183 | 2.4% | Q4 2025 | Jan 27, 2026 |
| Paladin Advisory Group, LLC | History | Added to | 93,087 | 4,308 | 3.15% | 3.14% | 135 | +6,381 | 7.36% | Q4 2025 | Jan 21, 2026 |
| Syverson Strege & Co | History | Reduced | 89,698 | 4,152 | 0.98% | 1.02% | 136 | -2,129 | -2.32% | Q4 2025 | Feb 09, 2026 |
| Ethos Financial Group, LLC | History | New | 86,838 | 4,038 | 0.3% | — | 137 | +86,838 | New | Q4 2025 | Jan 20, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 86,034 | 3,982 | 0.01% | 0.01% | 138 | -350 | -0.41% | Q4 2025 | Feb 13, 2026 |
| Miller Global Investments, LLC | History | New | 86,020 | 3,981 | 3.6% | — | 139 | +86,020 | New | Q4 2025 | Jan 05, 2026 |
| Colter Lewis Investment Partners LLC | History | New | 83,221 | 3,869 | 4.48% | — | 140 | +83,221 | New | Q4 2025 | Feb 17, 2026 |
| Invst, LLC | History | Added to | 82,868 | 3,835 | 0.42% | 0.41% | 141 | +5,902 | 7.67% | Q4 2025 | Feb 11, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 82,394 | 3,814 | 0.08% | 0.02% | 142 | +61,007 | 285.25% | Q4 2025 | Feb 03, 2026 |
| Summit Financial, LLC | History | Added to | 81,671 | 3,798 | 0.06% | 0.06% | 143 | +302 | 0.37% | Q4 2025 | Feb 13, 2026 |
| RFG Advisory, LLC | History | Added to | 80,744 | 3,737 | 0.07% | 0.07% | 144 | +10,958 | 15.7% | Q4 2025 | Feb 03, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 79,920 | 3,699 | 0.15% | 0.12% | 145 | +16,848 | 26.71% | Q4 2025 | Jan 14, 2026 |
| Mariner, LLC | History | Added to | 79,572 | 3,683 | 0.0% | 0.0% | 146 | +15,571 | 24.33% | Q4 2025 | Feb 13, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 76,627 | 3,554 | 1.82% | 1.79% | 147 | +7,989 | 11.64% | Q4 2025 | Jan 29, 2026 |
| Financial Partners Group, Inc | History | New | 76,315 | 3,547 | 0.41% | — | 148 | +76,315 | New | Q4 2025 | Feb 03, 2026 |
| HTG Investment Advisors, Inc. | History | Added to | 76,630 | 3,547 | 1.09% | 0.65% | 149 | +34,797 | 83.18% | Q4 2025 | Feb 02, 2026 |
| VICUS CAPITAL | History | Added to | 76,295 | 3,531 | 0.26% | 0.25% | 150 | +4,419 | 6.15% | Q4 2025 | Jan 22, 2026 |
| Future Financial Wealth Managment LLC | History | Added to | 76,073 | 3,522 | 2.37% | 2.0% | 151 | +7,644 | 11.17% | Q4 2025 | Jan 21, 2026 |
| BNB Wealth Management, LLC | History | New | 75,291 | 3,485 | 2.25% | — | 152 | +75,291 | New | Q4 2025 | Feb 17, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 75,055 | 3,474 | 0.33% | 0.35% | 153 | +15,820 | 26.71% | Q4 2025 | Jan 22, 2026 |
| FOREFRONT WEALTH MANAGEMENT INC. | History | Added to | 73,147 | 3,385 | 2.43% | 2.39% | 154 | +2,779 | 3.95% | Q4 2025 | Jan 23, 2026 |
| Beacon Bank & Trust | History | New | 73,029 | 3,380 | 0.69% | — | 155 | +73,029 | New | Q4 2025 | Feb 17, 2026 |
| Montecito Bank & Trust | History | Added to | 70,473 | 3,262 | 0.52% | 0.43% | 156 | +10,960 | 18.42% | Q4 2025 | Jan 09, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 70,232 | 3,251 | 0.21% | 0.23% | 157 | -2,011 | -2.78% | Q4 2025 | Jan 23, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 69,404 | 3,212 | 0.38% | 0.4% | 158 | +2,423 | 3.62% | Q4 2025 | Jan 26, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 68,546 | 3,172 | 0.32% | 0.34% | 159 | -1,973 | -2.8% | Q4 2025 | Feb 13, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 64,485 | 2,985 | 0.19% | 0.19% | 160 | -141 | -0.22% | Q4 2025 | Feb 17, 2026 |
| Addison Capital Co | History | Added to | 63,589 | 2,943 | 0.74% | 0.64% | 161 | +16,584 | 35.28% | Q4 2025 | Feb 02, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 61,782 | 2,859 | 0.03% | 0.03% | 162 | -1 | -0.0% | Q4 2025 | Feb 02, 2026 |
| PFG Investments, LLC | History | Added to | 61,430 | 2,843 | 0.13% | 0.14% | 163 | +3,546 | 6.13% | Q4 2025 | Jan 26, 2026 |
| Centurion Wealth Management LLC | History | Added to | 60,669 | 2,808 | 0.62% | 0.59% | 164 | +4,822 | 8.63% | Q4 2025 | Jan 14, 2026 |
| Beckerman Institutional, LLC | History | Added to | 60,124 | 2,783 | 1.56% | 1.47% | 165 | +6,135 | 11.36% | Q4 2025 | Feb 10, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 59,103 | 2,748 | 0.54% | 0.49% | 166 | +9,082 | 18.16% | Q4 2025 | Feb 04, 2026 |
| First Citizens Financial Corp | History | Added to | 59,318 | 2,745 | 1.36% | 1.23% | 167 | +5,802 | 10.84% | Q4 2025 | Jan 06, 2026 |
| Emissary Wealth LLC | History | New | 57,578 | 2,665 | 2.24% | — | 168 | +57,578 | New | Q4 2025 | Jan 27, 2026 |
| MN Wealth Advisors, LLC | History | Reduced | 57,314 | 2,653 | 1.34% | 1.7% | 169 | -11,190 | -16.33% | Q4 2025 | Feb 02, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 57,004 | 2,638 | 0.47% | 0.45% | 170 | +7,257 | 14.59% | Q4 2025 | Feb 06, 2026 |
| Citizens National Bank Trust Department | History | Added to | 56,615 | 2,620 | 0.45% | 0.18% | 171 | +35,027 | 162.25% | Q4 2025 | Jan 30, 2026 |
| Janney Capital Management LLC | History | Added to | 56,562 | 2,618 | 0.16% | 0.16% | 172 | +2,846 | 5.3% | Q4 2025 | Feb 11, 2026 |
| Narus Financial Partners, LLC | History | Reduced | 55,127 | 2,551 | 0.7% | 0.7% | 173 | -378 | -0.68% | Q4 2025 | Feb 09, 2026 |
| Altus Wealth Management, LLC | History | Added to | 52,094 | 2,411 | 1.04% | 0.84% | 174 | +11,142 | 27.21% | Q4 2025 | Jan 22, 2026 |
| Kovack Advisors, Inc. | History | Added to | 51,478 | 2,382 | 0.11% | 0.19% | 175 | +8,400 | 19.5% | Q4 2025 | Feb 17, 2026 |
| Opal Wealth Advisors, LLC | History | Reduced | 51,115 | 2,366 | 0.62% | 0.66% | 176 | -155 | -0.3% | Q4 2025 | Jan 26, 2026 |
| Castle Rock Wealth Management, LLC | History | New | 50,039 | 2,317 | 0.5% | — | 177 | +50,039 | New | Q4 2025 | Feb 05, 2026 |
| Gallacher Capital Management LLC | History | Added to | 49,463 | 2,289 | 0.88% | 0.89% | 178 | +697 | 1.43% | Q4 2025 | Feb 03, 2026 |
| US BANCORP \DE\ | History | Added to | 49,228 | 2,278 | 0.0% | 0.0% | 179 | +37,078 | 305.17% | Q4 2025 | Jan 30, 2026 |
| PFG Advisors | History | Added to | 48,745 | 2,256 | 0.11% | 0.08% | 180 | +7,720 | 18.82% | Q4 2025 | Jan 27, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 48,392 | 2,240 | 0.42% | 0.42% | 181 | +1,094 | 2.31% | Q4 2025 | Jan 30, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | New | 47,948 | 2,219 | 0.28% | — | 182 | +47,948 | New | Q4 2025 | Feb 13, 2026 |
| Regal Investment Advisors LLC | History | Added to | 47,761 | 2,210 | 0.13% | 0.12% | 183 | +6,472 | 15.67% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 47,387 | 2,194 | 0.01% | 0.01% | 184 | -2,612 | -5.22% | Q4 2025 | Jan 26, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 46,882 | 2,170 | 0.24% | 0.2% | 185 | +7,859 | 20.14% | Q4 2025 | Jan 20, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 45,603 | 2,110 | 0.25% | 0.27% | 186 | -2,916 | -6.01% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 45,293 | 2,102 | 0.01% | 0.01% | 187 | +14,186 | 45.6% | Q4 2025 | Feb 17, 2026 |
| Cooper Financial Group | History | Added to | 45,023 | 2,084 | 0.22% | 0.2% | 188 | +7,028 | 18.5% | Q4 2025 | Jan 08, 2026 |
| Composition Wealth, LLC | History | Reduced | 44,225 | 2,047 | 0.03% | 0.03% | 189 | -1,959 | -4.24% | Q4 2025 | Feb 02, 2026 |
| World Investment Advisors | History | Added to | 43,777 | 2,026 | 0.03% | 0.04% | 190 | +4,639 | 11.85% | Q4 2025 | Mar 12, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 43,597 | 2,018 | 0.54% | 0.2% | 191 | +33,070 | 314.14% | Q4 2025 | Feb 09, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 43,589 | 2,017 | 0.0% | 0.0% | 192 | -72,706 | -62.52% | Q4 2025 | Feb 17, 2026 |
| Benchmark Financial, LLC | History | New | 43,010 | 1,990 | 1.98% | — | 193 | +43,010 | New | Q4 2025 | Jan 27, 2026 |
| PDS Planning, Inc | History | Added to | 42,558 | 1,970 | 0.13% | 0.12% | 194 | +5,163 | 13.81% | Q4 2025 | Jan 26, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 41,975 | 1,943 | 0.02% | 0.03% | 195 | -4,776 | -10.22% | Q4 2025 | Jan 21, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 41,274 | 1,910 | 0.41% | 0.61% | 196 | +2,375 | 6.11% | Q4 2025 | Feb 12, 2026 |
| Nolet Wealth Management, LLC | History | New | 41,239 | 1,908 | 1.06% | — | 198 | +41,239 | New | Q4 2025 | Feb 27, 2026 |
| 5T Wealth, LLC | History | Reduced | 41,238 | 1,908 | 0.76% | 0.88% | 197 | -2,442 | -5.59% | Q4 2025 | Jan 27, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 40,922 | 1,894 | 0.01% | 0.01% | 199 | +20,316 | 98.59% | Q4 2025 | Jan 29, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 40,706 | 1,884 | 0.06% | 0.05% | 200 | +4,407 | 12.14% | Q4 2025 | Jan 09, 2026 |
| COMERICA BANK | History | Added to | 38,811 | 1,796 | 0.01% | 0.0% | 201 | +14,087 | 56.98% | Q4 2025 | Jan 29, 2026 |
| BankPlus Trust Department | History | Added to | 37,999 | 1,758 | 0.46% | 0.42% | 202 | +4,207 | 12.45% | Q4 2025 | Jan 27, 2026 |
| InTrack Investment Management Inc | History | Added to | 37,021 | 1,713 | 0.96% | 0.87% | 203 | +5,668 | 18.08% | Q4 2025 | Jan 14, 2026 |
| Herold Advisors, Inc. | History | Reduced | 34,553 | 1,599 | 0.36% | 0.42% | 204 | -4,487 | -11.49% | Q4 2025 | Feb 17, 2026 |
| Element Wealth, LLC | History | Added to | 33,634 | 1,556 | 0.64% | 0.66% | 205 | +1,149 | 3.54% | Q4 2025 | Feb 13, 2026 |
| WBH ADVISORY INC | History | Added to | 33,550 | 1,553 | 0.11% | 0.11% | 206 | +3,565 | 11.89% | Q4 2025 | Jan 26, 2026 |
| Madrid Wealth Management, LLC | History | New | 33,146 | 1,534 | 1.24% | — | 207 | +33,146 | New | Q4 2025 | Feb 02, 2026 |
| Cornerstone Financial Management LLC | History | New | 32,925 | 1,524 | 1.43% | — | 208 | +32,925 | New | Q4 2025 | Feb 13, 2026 |
| Eaton Financial Holdings Company, LLC | History | Added to | 32,398 | 1,499 | 0.4% | 0.36% | 209 | +5,245 | 19.32% | Q4 2025 | Feb 09, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 32,217 | 1,491 | 0.0% | 0.0% | 210 | +6,020 | 22.98% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 30,560 | 1,414 | 0.0% | — | 211 | +30,560 | New | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 29,330 | 1,357 | 0.02% | 0.02% | 212 | -130 | -0.44% | Q4 2025 | Feb 02, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 28,723 | 1,329 | 0.08% | 0.1% | 213 | -3,916 | -12.0% | Q4 2025 | Feb 05, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 28,192 | 1,305 | 0.04% | 0.04% | 214 | -1,240 | -4.21% | Q4 2025 | Feb 05, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 27,019 | 1,250 | 0.09% | 0.09% | 215 | +2,954 | 12.28% | Q4 2025 | Jan 09, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 26,957 | 1,248 | 0.04% | — | 216 | +26,957 | New | Q4 2025 | Feb 13, 2026 |
| William Mack & Associates, Inc. | History | Reduced | 26,943 | 1,247 | 0.59% | 0.69% | 217 | -807 | -2.91% | Q4 2025 | Feb 09, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 25,763 | 1,192 | 0.05% | 0.05% | 218 | +3,065 | 13.5% | Q4 2025 | Feb 11, 2026 |
| Triumph Capital Management | History | Added to | 25,506 | 1,180 | 0.25% | 0.21% | 219 | +8,340 | 48.58% | Q4 2025 | Feb 12, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 25,096 | 1,161 | 0.27% | 0.17% | 220 | +10,262 | 69.18% | Q4 2025 | Jan 16, 2026 |
| Sigma Planning Corp | History | Reduced | 24,862 | 1,150 | 0.03% | 0.04% | 221 | -9,080 | -26.75% | Q4 2025 | Jan 30, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 24,555 | 1,137 | 0.14% | 0.13% | 222 | +3,664 | 17.54% | Q4 2025 | Jan 14, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 24,470 | 1,132 | 0.03% | 0.04% | 223 | -372 | -1.5% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 24,347 | 1,127 | 0.01% | — | 224 | +24,347 | New | Q4 2025 | Jan 05, 2026 |
| Robertson Stephens Wealth Management, LLC | History | New | 23,595 | 1,097 | 0.03% | — | 225 | +23,595 | New | Q4 2025 | Feb 02, 2026 |
| Aprio Wealth Management, LLC | History | New | 23,644 | 1,094 | 0.06% | — | 226 | +23,644 | New | Q4 2025 | Jan 29, 2026 |
| REICON WEALTH ADVISORS, LLC | History | New | 23,488 | 1,087 | 0.79% | — | 227 | +23,488 | New | Q4 2025 | Jan 30, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 23,232 | 1,075 | 0.0% | — | 228 | +23,232 | New | Q4 2025 | Feb 05, 2026 |
| Parallel Advisors, LLC | History | Reduced | 22,899 | 1,059 | 0.02% | 0.02% | 229 | -2,520 | -9.91% | Q4 2025 | Feb 11, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 22,125 | 1,028 | 0.24% | 0.21% | 230 | +3,231 | 17.1% | Q4 2025 | Jan 28, 2026 |
| Rockingstone Advisors LLC | History | Added to | 22,055 | 1,020 | 0.46% | 0.49% | 231 | +575 | 2.68% | Q4 2025 | Jan 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 21,779 | 1,008 | 0.01% | 0.0% | 232 | +6,802 | 45.42% | Q4 2025 | Feb 12, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 21,546 | 997 | 0.02% | 0.03% | 233 | -4,359 | -16.83% | Q4 2025 | Feb 13, 2026 |
| TopTier Wealth Management, LLC | History | New | 21,476 | 994 | 0.67% | — | 234 | +21,476 | New | Q4 2025 | Feb 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 21,044 | 974 | 0.01% | 0.01% | 235 | +7,370 | 53.9% | Q4 2025 | Jan 29, 2026 |
| COMMONS CAPITAL, LLC | History | Added to | 21,000 | 972 | 0.65% | 0.6% | 236 | +1,106 | 5.56% | Q4 2025 | Jan 05, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 20,438 | 946 | 0.02% | 0.03% | 237 | -6,711 | -24.72% | Q4 2025 | Jan 07, 2026 |
| Investment Planning Advisors, Inc. | History | Reduced | 20,014 | 926 | 0.27% | 0.29% | 238 | -161 | -0.8% | Q4 2025 | Jan 20, 2026 |
| Waterfront Wealth Inc. | History | Added to | 19,402 | 900 | 0.17% | 0.18% | 239 | +803 | 4.32% | Q4 2025 | Jan 27, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 19,295 | 893 | 0.06% | 0.07% | 240 | +1,766 | 10.07% | Q4 2025 | Feb 03, 2026 |
| Selby Wealth Management, LLC | History | New | 19,162 | 887 | 0.36% | — | 241 | +19,162 | New | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 18,952 | 877 | 0.0% | 0.0% | 242 | +3,815 | 25.2% | Q4 2025 | Feb 06, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 18,834 | 871 | 0.12% | — | 243 | +18,834 | New | Q4 2025 | Feb 04, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | No change | 18,456 | 854 | 0.39% | 0.4% | 244 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 18,265 | 845 | 0.05% | 0.06% | 245 | -1,268 | -6.49% | Q4 2025 | Feb 10, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 17,675 | 818 | 0.0% | — | 246 | +17,675 | New | Q4 2025 | Feb 10, 2026 |
| Cobblestone Asset Management LLC | History | Added to | 17,122 | 792 | 0.36% | 0.19% | 247 | +7,955 | 86.78% | Q4 2025 | Jan 15, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 16,779 | 776 | 0.05% | 0.04% | 248 | +5,114 | 43.84% | Q4 2025 | Jan 16, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 16,553 | 766 | 0.76% | — | 249 | +16,553 | New | Q4 2025 | Feb 19, 2026 |
| Menard Financial Group LLC | History | Reduced | 16,251 | 752 | 0.52% | 0.52% | 250 | -543 | -3.23% | Q4 2025 | Feb 13, 2026 |
| LaFleur & Godfrey LLC | History | Added to | 15,772 | 730 | 0.09% | 0.08% | 251 | +1,905 | 13.74% | Q4 2025 | Feb 03, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 15,790 | 730 | 0.4% | 0.42% | 253 | +457 | 2.98% | Q4 2025 | Jan 30, 2026 |
| Beta Wealth Group, Inc. | History | Added to | 15,792 | 730 | 0.29% | 0.28% | 252 | +391 | 2.54% | Q4 2025 | Feb 13, 2026 |
| Convergence Financial, LLC | History | Added to | 15,343 | 710 | 0.1% | 0.1% | 254 | +510 | 3.44% | Q4 2025 | Feb 11, 2026 |
| PALLADIEM, LLC | History | New | 15,290 | 707 | 0.67% | — | 255 | +15,290 | New | Q4 2025 | Feb 11, 2026 |
| Advisor OS, LLC | History | Reduced | 15,121 | 699 | 0.06% | 0.11% | 256 | -11,146 | -42.43% | Q4 2025 | Feb 04, 2026 |
| NCM Capital Management, LLC | History | Added to | 15,000 | 694 | 0.26% | 0.11% | 257 | +8,900 | 145.9% | Q4 2025 | Mar 02, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 15,000 | 694 | 0.35% | 0.31% | 258 | +1,308 | 9.55% | Q4 2025 | Feb 12, 2026 |
| Opes Wealth Management LLC | History | Added to | 14,904 | 689 | 0.11% | 0.12% | 259 | +573 | 4.0% | Q4 2025 | Feb 02, 2026 |
| NorthRock Partners, LLC | History | Added to | 14,854 | 687 | 0.01% | 0.01% | 260 | +244 | 1.67% | Q4 2025 | Feb 17, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 14,769 | 685 | 0.03% | 0.02% | 261 | +5,759 | 63.92% | Q4 2025 | Feb 13, 2026 |
| Capital Planning Advisors, LLC | History | New | 14,723 | 681 | 0.09% | — | 262 | +14,723 | New | Q4 2025 | Feb 17, 2026 |
| Delta Investment Management, LLC | History | Reduced | 14,709 | 680 | 0.12% | 0.27% | 263 | -18,064 | -55.12% | Q4 2025 | Jan 30, 2026 |
| IFP Advisors, Inc | History | Reduced | 14,605 | 676 | 0.02% | 0.02% | 264 | -2,185 | -13.01% | Q4 2025 | Feb 06, 2026 |
| Nautilus Advisors LLC | History | Added to | 14,248 | 659 | 0.43% | 0.31% | 265 | +4,389 | 44.52% | Q4 2025 | Jan 22, 2026 |
| Spahn Wealth & Retirement LLC | History | New | 11,275 | 645 | 0.4% | — | 266 | +11,275 | New | Q4 2025 | Feb 13, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Added to | 13,806 | 639 | 0.3% | 0.3% | 267 | +246 | 1.81% | Q4 2025 | Jan 26, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 13,561 | 627 | 0.19% | 0.21% | 268 | -295 | -2.13% | Q4 2025 | Jan 26, 2026 |
| M.E. ALLISON & CO., INC. | History | Reduced | 13,069 | 604 | 0.41% | 0.42% | 269 | -58 | -0.44% | Q4 2025 | Jan 12, 2026 |
| Capital Analysts, LLC | History | Added to | 12,777 | 592 | 0.02% | 0.01% | 270 | +7,447 | 139.72% | Q4 2025 | Feb 11, 2026 |
| Aspen Wealth Management LLC | History | Added to | 12,765 | 590 | 0.12% | 0.11% | 271 | +1,878 | 17.25% | Q4 2025 | Jan 05, 2026 |
| Brookwood Investment Group LLC | History | Added to | 12,612 | 583 | 0.07% | 0.07% | 272 | +483 | 3.98% | Q4 2025 | Jan 22, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | New | 12,388 | 573 | 0.58% | — | 273 | +12,388 | New | Q4 2025 | Feb 05, 2026 |
| BXM Wealth LLC | History | Added to | 12,369 | 572 | 0.44% | 0.45% | 274 | +2,077 | 20.18% | Q4 2025 | Jan 20, 2026 |
| Betterment LLC | History | Added to | 12,089 | 560 | 0.0% | 0.0% | 275 | +1,465 | 13.79% | Q4 2025 | Feb 12, 2026 |
| Wealthspire Retirement, LLC | History | No change | 11,800 | 546 | 0.03% | 0.03% | 276 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 11,703 | 541 | 0.06% | 0.08% | 277 | -2,944 | -20.1% | Q4 2025 | Jan 08, 2026 |
| Wayfinding Financial, LLC | History | Reduced | 11,468 | 533 | 0.23% | 0.27% | 278 | -1,829 | -13.75% | Q4 2025 | Feb 12, 2026 |
| Lido Advisors, LLC | History | No change | 11,310 | 524 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Yukon Wealth Management, Inc. | History | Added to | 11,248 | 521 | 0.3% | 0.13% | 280 | +2,638 | 30.64% | Q4 2025 | Feb 10, 2026 |
| Alteri Wealth LLC | History | Added to | 11,150 | 516 | 0.17% | 0.14% | 281 | +2,655 | 31.25% | Q4 2025 | Feb 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 71,740 | 510 | 0.01% | 0.06% | 282 | +1,907 | 2.73% | Q4 2025 | Feb 11, 2026 |
| Activest Wealth Management | History | Added to | 10,771 | 498 | 0.09% | 0.06% | 284 | +4,310 | 66.71% | Q4 2025 | Jan 30, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 10,775 | 498 | 0.04% | 0.03% | 283 | +1,043 | 10.72% | Q4 2025 | Feb 06, 2026 |
| FWG Holdings, LLC | History | No change | 10,608 | 492 | 0.19% | 0.21% | 285 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 10,548 | 488 | 0.03% | 0.02% | 286 | +2,352 | 28.7% | Q4 2025 | Feb 04, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 10,443 | 483 | 0.36% | 0.37% | 287 | +125 | 1.21% | Q4 2025 | Feb 11, 2026 |
| BOKF, NA | History | New | 10,128 | 468 | 0.01% | — | 288 | +10,128 | New | Q4 2025 | Feb 03, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 10,070 | 466 | 0.0% | 0.0% | 289 | +96 | 0.96% | Q4 2025 | Feb 12, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 10,006 | 462 | 0.18% | 0.19% | 290 | +300 | 3.09% | Q4 2025 | Jan 21, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 9,736 | 450 | 0.01% | 0.0% | 291 | +7,808 | 404.98% | Q4 2025 | Feb 12, 2026 |
| IPG Investment Advisors LLC | History | Added to | 9,500 | 441 | 0.08% | 0.07% | 292 | +900 | 10.47% | Q4 2025 | Feb 09, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 9,473 | 439 | 0.04% | 0.04% | 293 | +1,000 | 11.8% | Q4 2025 | Jan 12, 2026 |
| Concorde Asset Management, LLC | History | New | 9,375 | 433 | 0.17% | — | 294 | +9,375 | New | Q4 2025 | Feb 13, 2026 |
| Prospera Financial Services Inc | History | Reduced | 9,175 | 424 | 0.01% | 0.13% | 295 | -153,307 | -94.35% | Q4 2025 | Feb 09, 2026 |
| Belpointe Asset Management LLC | History | Added to | 9,011 | 417 | 0.02% | 0.01% | 296 | +1,676 | 22.85% | Q4 2025 | Jan 27, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 9,011 | 417 | 0.06% | 0.05% | 297 | +1,676 | 22.85% | Q4 2025 | Jan 27, 2026 |
| Ascent Group, LLC | History | Reduced | 8,906 | 412 | 0.01% | 0.01% | 298 | -204 | -2.24% | Q4 2025 | Jan 20, 2026 |
| FSM Wealth Advisors, LLC | History | Reduced | 8,882 | 411 | 0.06% | 0.07% | 299 | -2,098 | -19.11% | Q4 2025 | Jan 23, 2026 |
| PKS Advisory Services, LLC | History | Added to | 8,830 | 408 | 0.09% | 0.08% | 300 | +644 | 7.87% | Q4 2025 | Feb 02, 2026 |
| NOVEM GROUP | History | Added to | 8,707 | 403 | 0.05% | 0.02% | 301 | +4,341 | 99.43% | Q4 2025 | Jan 27, 2026 |
| Southeast Asset Advisors, LLC | History | Added to | 8,676 | 401 | 0.04% | 0.04% | 302 | +123 | 1.44% | Q4 2025 | Feb 13, 2026 |
| Navis Wealth Advisors, LLC | History | New | 8,620 | 399 | 0.17% | — | 303 | +8,620 | New | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 8,464 | 391 | 0.02% | 0.02% | 304 | +169 | 2.04% | Q4 2025 | Jan 20, 2026 |
| Resolute Wealth Strategies, LLC | History | Reduced | 8,286 | 383 | 0.17% | 0.18% | 305 | -175 | -2.07% | Q4 2025 | Feb 06, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 8,260 | 382 | 0.02% | 0.02% | 306 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Investment Partners Asset Management, Inc. | History | Reduced | 8,224 | 380 | 0.24% | 0.26% | 307 | -221 | -2.62% | Q4 2025 | Jan 15, 2026 |
| EHRLICH FINANCIAL GROUP | History | Added to | 8,200 | 379 | 0.22% | 0.17% | 308 | +2,100 | 34.43% | Q4 2025 | Jan 06, 2026 |
| AlphaCore Capital LLC | History | New | 8,000 | 372 | 0.01% | — | 309 | +8,000 | New | Q4 2025 | Feb 05, 2026 |
| Hudson Value Partners, LLC | History | Reduced | 7,928 | 367 | 0.11% | 0.11% | 310 | -3 | -0.04% | Q4 2025 | Jan 28, 2026 |
| FAGAN ASSOCIATES, INC. | History | Added to | 7,775 | 359 | 0.05% | 0.05% | 311 | +250 | 3.32% | Q4 2025 | Jan 30, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 7,773 | 359 | 0.23% | 0.23% | 312 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Next Level Wealth Planning, LLC | History | Added to | 7,567 | 350 | 0.19% | 0.14% | 313 | +2,372 | 45.66% | Q4 2025 | Jan 26, 2026 |
| Elevation Wealth Management LLC | History | New | 7,526 | 349 | 0.33% | — | 314 | +7,526 | New | Q4 2025 | Feb 12, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 7,494 | 348 | 0.02% | 1.16% | 315 | -349,971 | -97.9% | Q4 2025 | Feb 12, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | New | 7,500 | 347 | 0.15% | — | 316 | +7,500 | New | Q4 2025 | Feb 13, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 7,405 | 342 | 0.01% | 0.0% | 317 | +1,349 | 22.28% | Q4 2025 | Jan 22, 2026 |
| Essex LLC | History | No change | 7,045 | 326 | 0.06% | 0.06% | 318 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 7,012 | 324 | 0.06% | 0.06% | 319 | +260 | 3.85% | Q4 2025 | Jan 27, 2026 |
| ORG Partners LLC | History | Added to | 6,958 | 322 | 0.06% | 0.05% | 320 | +792 | 12.84% | Q4 2025 | Jan 14, 2026 |
| Harvest Investment Services, LLC | History | Added to | 6,937 | 321 | 0.06% | 0.05% | 321 | +1,901 | 37.75% | Q4 2025 | Feb 17, 2026 |
| Global View Capital Management LLC | History | Added to | 6,945 | 321 | 0.06% | 0.07% | 322 | +220 | 3.27% | Q4 2025 | Jan 14, 2026 |
| Stone House Investment Management, LLC | History | Added to | 6,925 | 320 | 0.05% | 0.05% | 323 | +590 | 9.31% | Q4 2025 | Jan 21, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 6,910 | 319 | 0.04% | 0.08% | 325 | -4,511 | -39.5% | Q4 2025 | Feb 17, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 6,904 | 319 | 0.01% | 0.0% | 324 | +3,636 | 111.26% | Q4 2025 | Feb 12, 2026 |
| Emerald Advisors, LLC | History | Added to | 6,877 | 318 | 0.04% | 0.03% | 326 | +1,928 | 38.96% | Q4 2025 | Jan 27, 2026 |
| Sequent Planning LLC | History | New | 6,745 | 312 | 0.08% | — | 327 | +6,745 | New | Q4 2025 | Feb 05, 2026 |
| Matisse Capital | History | No change | 6,700 | 310 | 0.14% | 0.14% | 328 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 6,547 | 304 | 0.01% | 0.02% | 329 | +717 | 12.3% | Q4 2025 | Feb 13, 2026 |
| STEPHENS INC /AR/ | History | Added to | 6,545 | 302 | 0.0% | 0.0% | 330 | +175 | 2.75% | Q4 2025 | Feb 05, 2026 |
| Cerity Partners LLC | History | New | 6,492 | 300 | 0.0% | — | 331 | +6,492 | New | Q4 2025 | Feb 11, 2026 |
| Breakwater Capital Group | History | Added to | 6,299 | 291 | 0.04% | 0.03% | 332 | +1,781 | 39.42% | Q4 2025 | Jan 09, 2026 |
| Manchester Capital Management LLC | History | No change | 6,200 | 286 | 0.04% | 0.04% | 333 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| OneAscent Wealth Management LLC | History | New | 6,076 | 281 | 0.09% | — | 334 | +6,076 | New | Q4 2025 | Feb 11, 2026 |
| NORTHERN TRUST CORP | History | No change | 5,882 | 272 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Balboa Wealth Partners | History | New | 5,810 | 268 | 0.04% | — | 336 | +5,810 | New | Q4 2025 | Jan 16, 2026 |
| Dynamic Financial Group | History | No change | 5,615 | 259 | 0.22% | 0.23% | 337 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| GeoWealth Management, LLC | History | Reduced | 5,574 | 258 | 0.01% | 0.01% | 338 | -2,064 | -27.02% | Q4 2025 | Feb 17, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 5,505 | 254 | 0.04% | 0.05% | 340 | +25 | 0.46% | Q4 2025 | Feb 17, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 5,492 | 254 | 0.02% | 0.02% | 339 | +14 | 0.26% | Q4 2025 | Feb 20, 2026 |
| XTX Topco Ltd | History | New | 5,459 | 252 | 0.01% | — | 341 | +5,459 | New | Q4 2025 | Feb 17, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 5,434 | 251 | 0.01% | — | 342 | +5,434 | New | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 5,362 | 248 | 0.0% | 0.01% | 343 | -174 | -3.14% | Q4 2025 | Feb 06, 2026 |
| WASHINGTON TRUST Co | History | No change | 5,324 | 246 | 0.01% | 0.01% | 344 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 5,298 | 245 | 0.01% | 0.01% | 345 | +2,104 | 65.87% | Q4 2025 | Feb 06, 2026 |
| Walkner Condon Financial Advisors LLC | History | New | 5,252 | 243 | 0.03% | — | 346 | +5,252 | New | Q4 2025 | Jan 21, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 5,118 | 236 | 0.09% | 0.1% | 347 | -598 | -10.46% | Q4 2025 | Jan 08, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 5,025 | 232 | 0.01% | 0.01% | 348 | -5,225 | -50.98% | Q4 2025 | Jan 05, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 5,008 | 231 | 0.03% | 0.03% | 349 | +33 | 0.66% | Q4 2025 | Jan 07, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Added to | 4,957 | 229 | 0.19% | 0.19% | 350 | +46 | 0.94% | Q4 2025 | Jan 23, 2026 |
| Cornerstone Planning Group LLC | History | New | 4,903 | 227 | 0.04% | — | 351 | +4,903 | New | Q4 2025 | Feb 02, 2026 |
| N.E.W. Advisory Services LLC | History | New | 4,871 | 225 | 0.02% | — | 352 | +4,871 | New | Q4 2025 | Jan 28, 2026 |
| XY Planning Network, Inc. | History | New | 4,858 | 224 | 0.04% | — | 353 | +4,858 | New | Q4 2025 | Jan 26, 2026 |
| Mallini Complete Financial Planning LLC | History | Reduced | 4,825 | 223 | 0.18% | 0.18% | 354 | -23 | -0.47% | Q4 2025 | Jan 06, 2026 |
| CENTRAL TRUST Co | History | Added to | 4,810 | 222 | 0.0% | 0.0% | 355 | +500 | 11.6% | Q4 2025 | Feb 02, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 4,479 | 207 | 0.0% | 0.0% | 356 | -547 | -10.88% | Q4 2025 | Feb 13, 2026 |
| Burns Matteson Capital Management, LLC | History | No change | 4,440 | 205 | 0.07% | 0.08% | 357 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| WEDBUSH SECURITIES INC | History | New | 4,404 | 204 | 0.01% | — | 358 | +4,404 | New | Q4 2025 | Feb 12, 2026 |
| URS Advisory LLC | History | New | 4,380 | 202 | 0.17% | — | 359 | +4,380 | New | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Added to | 4,161 | 192 | 0.0% | — | 360 | +4,150 | 37727.27% | Q4 2025 | Feb 13, 2026 |
| Transce3nd, LLC | History | Reduced | 3,333 | 154 | 1.24% | 1.6% | 361 | -561 | -14.41% | Q4 2025 | Feb 06, 2026 |
| Archer Investment Corp | History | Added to | 3,280 | 151 | 0.03% | — | 362 | +3,275 | 65500.0% | Q4 2025 | Jan 30, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | New | 3,245 | 150 | 0.02% | — | 363 | +3,245 | New | Q4 2025 | Feb 20, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 3,038 | 140 | 0.07% | 0.06% | 364 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 2,606 | 121 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Allworth Financial LP | History | New | 2,606 | 120 | 0.0% | — | 366 | +2,606 | New | Q4 2025 | Feb 05, 2026 |
| Litman Gregory Wealth Management LLC | History | Reduced | 2,248 | 104 | 0.01% | 0.02% | 367 | -3,651 | -61.89% | Q4 2025 | Feb 12, 2026 |
| BOK Financial Private Wealth, Inc. | History | Added to | 1,743 | 81 | 0.0% | 0.0% | 368 | +608 | 53.57% | Q4 2025 | Feb 06, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 1,741 | 80 | 0.08% | — | 369 | +1,741 | New | Q4 2025 | Feb 13, 2026 |
| High Note Wealth, LLC | History | New | 1,669 | 77 | 0.02% | — | 370 | +1,669 | New | Q4 2025 | Feb 05, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,014 | 46 | 0.0% | 0.05% | 372 | -29,971 | -96.73% | Q4 2025 | Jan 13, 2026 |
| Mascoma Wealth Management LLC | History | No change | 1,000 | 46 | 0.01% | 0.01% | 371 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| GGM Financials LLC | History | Added to | 938 | 43 | 0.02% | 0.02% | 373 | +14 | 1.52% | Q4 2025 | Feb 04, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Added to | 849 | 39 | 0.02% | 0.0% | 374 | +661 | 351.6% | Q4 2025 | Feb 18, 2026 |
| Central Pacific Bank - Trust Division | History | New | 766 | 35 | 0.0% | — | 376 | +766 | New | Q4 2025 | Jan 07, 2026 |
| MidAtlantic Capital Management, Inc. | History | New | 764 | 35 | 0.02% | — | 377 | +764 | New | Q4 2025 | Feb 10, 2026 |
| Newbridge Financial Services Group, Inc. | History | Reduced | 770 | 35 | 0.01% | 0.01% | 375 | -152 | -16.49% | Q4 2025 | Jan 21, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 642 | 29 | 0.0% | 0.0% | 378 | -379 | -37.12% | Q4 2025 | Jan 26, 2026 |
| AE Wealth Management LLC | History | Added to | 607 | 28 | 0.0% | 0.0% | 379 | +192 | 46.27% | Q4 2025 | Jan 26, 2026 |
| LGT Financial Advisors LLC | History | Reduced | 620 | 28 | 0.17% | 0.06% | 380 | -41 | -6.2% | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 560 | 25 | 0.0% | — | 381 | +560 | New | Q4 2025 | Feb 09, 2026 |
| GHP Investment Advisors, Inc. | History | New | 500 | 23 | 0.0% | — | 382 | +500 | New | Q4 2025 | Jan 27, 2026 |
| Bogart Wealth, LLC | History | New | 500 | 23 | 0.0% | — | 383 | +500 | New | Q4 2025 | Jan 30, 2026 |
| Fairway Wealth LLC | History | New | 444 | 20 | 0.01% | — | 385 | +444 | New | Q4 2025 | Jan 28, 2026 |
| GODSEY & GIBB, INC | History | New | 440 | 20 | 0.0% | — | 384 | +440 | New | Q4 2025 | Jan 27, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 425 | 19 | 0.0% | 0.0% | 386 | -452 | -51.54% | Q4 2025 | Feb 12, 2026 |
| FAS Wealth Partners, Inc. | History | New | 422 | 19 | 0.0% | — | 387 | +422 | New | Q4 2025 | Feb 18, 2026 |
| Elequin Capital, LP | History | No change | 304 | 14 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | New | 271 | 12 | 0.0% | — | 389 | +271 | New | Q4 2025 | Feb 02, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 270 | 12 | 0.0% | 0.0% | 390 | +76 | 39.18% | Q4 2025 | Jan 27, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 238 | 11 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Imprint Wealth LLC | History | Reduced | 186 | 8 | 0.04% | 0.11% | 392 | -526 | -73.88% | Q4 2025 | Feb 17, 2026 |
| Spire Wealth Management | History | Added to | 165 | 7 | 0.0% | 0.0% | 393 | +3 | 1.85% | Q4 2025 | Jan 14, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 114 | 5 | 0.0% | — | 395 | +114 | New | Q4 2025 | Feb 12, 2026 |
| Costello Asset Management, INC | History | Reduced | 126 | 5 | 0.0% | 0.0% | 394 | -34 | -21.25% | Q4 2025 | Feb 03, 2026 |
| Rossby Financial, LCC | History | No change | 107 | 4 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sound Income Strategies, LLC | History | No change | 57 | 2 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Motiv8 Investments LLC | History | New | 28 | 1 | 0.0% | — | 400 | +28 | New | Q4 2025 | Feb 13, 2026 |
| Navalign, LLC | History | New | 25 | 1 | 0.0% | — | 399 | +25 | New | Q4 2025 | Feb 05, 2026 |
| ASSETMARK, INC | History | Reduced | 28 | 1 | 0.0% | 0.0% | 398 | -5 | -15.15% | Q4 2025 | Jan 23, 2026 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -234,806 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Alpha Advisors, LLC/VA | History | Closed out | 0 | 0 | — | 5.97% | — | -171,127 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -159,189 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TBH Global Asset Management, LLC | History | Closed out | 0 | 0 | — | 1.12% | — | -123,285 | -100.0% | Q3 2025 | Oct 20, 2025 |
| McCarthy & Cox | History | Closed out | 0 | 0 | — | 1.27% | — | -120,387 | -100.0% | Q3 2025 | Oct 14, 2025 |
| PEOPLES BANK /OH | History | Closed out | 0 | 0 | — | 1.31% | — | -46,077 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.23% | — | -39,922 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Fortis Group Advisors, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -15,055 | -100.0% | Q3 2025 | Nov 07, 2025 |
| von Borstel & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -13,350 | -100.0% | Q3 2025 | Nov 14, 2025 |
| EVOKE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,855 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -8,802 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Advyzon Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -7,881 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Runnymede Capital Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.26% | — | -6,928 | -100.0% | Q3 2025 | Nov 05, 2025 |
| JFS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,000 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,626 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Vienna Asset Management LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -4,811 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ESL Trust Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -750 | -100.0% | Q3 2025 | Nov 04, 2025 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -96 | -100.0% | Q3 2025 | Oct 15, 2025 |
| WealthShield Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -53 | -100.0% | Q3 2025 | Oct 31, 2025 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 11, 2026 |
| SageView Advisory Group, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Reduced | 5 | 0 | — | — | — | -2 | -28.57% | Q4 2025 | Feb 17, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |