J.P. Morgan Exchange-Traded Fund Trust - JQUA
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Savant Capital, LLC | History | Added to | 10,256,962 | 648,034 | 3.69% | 3.52% | 1 | +1,047,022 | 11.37% | Q4 2025 | Feb 10, 2026 |
| SIGNATUREFD, LLC | History | Added to | 5,453,982 | 344,582 | 5.26% | 5.34% | 2 | +66,385 | 1.23% | Q4 2025 | Jan 20, 2026 |
| LPL Financial LLC | History | Reduced | 4,681,419 | 295,772 | 0.08% | 0.1% | 3 | -517,012 | -9.95% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 2,960,267 | 187,029 | 0.01% | 0.01% | 4 | +293,117 | 10.99% | Q4 2025 | Feb 13, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 2,939,552 | 185,720 | 9.85% | 10.42% | 5 | +50,109 | 1.73% | Q4 2025 | Jan 23, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,933,324 | 122,147 | 0.01% | 0.01% | 6 | -94,572 | -4.66% | Q4 2025 | Feb 11, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 1,900,223 | 120,056 | 4.66% | 4.87% | 7 | -32,955 | -1.7% | Q4 2025 | Jan 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,561,116 | 98,631 | 0.03% | 0.03% | 8 | -130,812 | -7.73% | Q4 2025 | Feb 18, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,485,904 | 93,879 | 0.01% | 0.01% | 9 | -12,005 | -0.8% | Q4 2025 | Feb 17, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 1,430,636 | 90,387 | 4.7% | 4.83% | 10 | -5,384 | -0.37% | Q4 2025 | Jan 26, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,374,642 | 86,849 | 0.05% | 0.07% | 11 | -314,109 | -18.6% | Q4 2025 | Feb 10, 2026 |
| Focus Partners Wealth | History | Added to | 1,368,506 | 86,461 | 0.1% | 0.0% | 12 | +1,336,332 | 4153.45% | Q4 2025 | Feb 13, 2026 |
| Savvy Advisors, Inc. | History | Added to | 1,358,559 | 85,833 | 2.77% | 2.39% | 13 | +532,063 | 64.38% | Q4 2025 | Jan 20, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 1,210,372 | 76,491 | 8.75% | 8.81% | 14 | +22,834 | 1.92% | Q4 2025 | Jan 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,139,031 | 71,963 | 0.02% | 0.02% | 15 | +195,298 | 20.69% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,138,999 | 71,961 | 0.1% | 0.11% | 16 | -181,357 | -13.74% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,012,011 | 63,943 | 0.09% | 0.1% | 17 | -124,465 | -10.95% | Q4 2025 | Feb 17, 2026 |
| LVZ, Inc. | History | Added to | 1,001,489 | 63,274 | 7.07% | 7.13% | 18 | +3,996 | 0.4% | Q4 2025 | Feb 10, 2026 |
| RVW Wealth, LLC | History | Added to | 903,997 | 57,114 | 4.36% | 4.44% | 19 | +845 | 0.09% | Q4 2025 | Jan 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 887,986 | 56,103 | 0.15% | 0.15% | 20 | +11,414 | 1.3% | Q4 2025 | Feb 05, 2026 |
| Hughes Financial Services, LLC | History | Added to | 876,395 | 55,370 | 8.7% | 0.06% | 21 | +870,829 | 15645.51% | Q4 2025 | Feb 11, 2026 |
| Facet Wealth, Inc. | History | Reduced | 849,026 | 54,881 | 0.97% | 1.17% | 22 | -46,398 | -5.18% | Q4 2025 | Jan 29, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 785,709 | 49,641 | 0.19% | 0.19% | 23 | +19,220 | 2.51% | Q4 2025 | Feb 12, 2026 |
| UMB Bank, n.a. | History | Added to | 750,679 | 47,427 | 0.63% | 0.01% | 24 | +735,143 | 4731.87% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 749,525 | 47,354 | 0.2% | 0.21% | 25 | +27,595 | 3.82% | Q4 2025 | Feb 13, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 742,675 | 46,922 | 1.71% | 1.71% | 26 | +21,994 | 3.05% | Q4 2025 | Feb 02, 2026 |
| TFC Financial Management, Inc. | History | Added to | 731,319 | 46,204 | 5.79% | 5.8% | 27 | +11,653 | 1.62% | Q4 2025 | Jan 23, 2026 |
| Cetera Investment Advisers | History | Added to | 728,607 | 46,033 | 0.05% | 0.05% | 28 | +112,551 | 18.27% | Q4 2025 | Feb 17, 2026 |
| Intellus Advisors LLC | History | Added to | 719,086 | 45,431 | 6.03% | 5.98% | 29 | +23,932 | 3.44% | Q4 2025 | Feb 06, 2026 |
| One Capital Management, LLC | History | Reduced | 666,136 | 42,086 | 1.27% | 1.39% | 30 | -28,426 | -4.09% | Q4 2025 | Feb 10, 2026 |
| Warren Street Wealth Advisors, LLC | History | Added to | 653,798 | 41,306 | 11.81% | 12.02% | 31 | +13,218 | 2.06% | Q4 2025 | Jan 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 634,385 | 40,797 | 0.06% | 0.06% | 32 | -20,291 | -3.1% | Q4 2025 | Jan 08, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 607,400 | 38,375 | 0.05% | 0.04% | 33 | +213,900 | 54.36% | Q4 2025 | Feb 17, 2026 |
| Vertex Planning Partners, LLC | History | Reduced | 603,268 | 38,114 | 8.86% | 7.79% | 34 | -42,027 | -6.51% | Q4 2025 | Feb 17, 2026 |
| Tull Financial Group, Inc. | History | Reduced | 590,957 | 37,336 | 15.99% | 16.42% | 35 | -169 | -0.03% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 584,828 | 36,949 | 0.01% | 0.01% | 36 | +56,353 | 10.66% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 558,822 | 35,306 | 0.09% | 0.08% | 37 | +60,921 | 12.24% | Q4 2025 | Feb 13, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 533,232 | 33,689 | 2.22% | 2.26% | 38 | -3,081 | -0.57% | Q4 2025 | Jan 16, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Added to | 529,822 | 33,474 | 12.3% | 13.44% | 39 | +12,501 | 2.42% | Q4 2025 | Feb 11, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 528,436 | 33,386 | 3.72% | 3.76% | 40 | +23,070 | 4.57% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 517,929 | 32,722 | 0.01% | — | 41 | +517,929 | New | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 515,306 | 32,557 | 0.22% | 0.23% | 42 | +25,337 | 5.17% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 471,404 | 29,783 | 0.11% | 0.12% | 43 | +49,649 | 11.77% | Q4 2025 | Feb 18, 2026 |
| hemming& Wealth Management, Inc. | History | New | 470,620 | 29,733 | 20.35% | — | 44 | +470,620 | New | Q4 2025 | Mar 03, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 436,961 | 27,607 | 0.36% | 0.34% | 45 | +29,806 | 7.32% | Q4 2025 | Jan 22, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 435,995 | 27,546 | 0.64% | 0.7% | 46 | -30,318 | -6.5% | Q4 2025 | Feb 10, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 430,574 | 27,203 | 0.05% | 0.05% | 47 | -9,047 | -2.06% | Q4 2025 | Mar 16, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 430,511 | 27,199 | 0.31% | 0.36% | 48 | -59,902 | -12.21% | Q4 2025 | Jan 20, 2026 |
| Breakwater Capital Group | History | Added to | 414,268 | 26,173 | 3.65% | 3.46% | 49 | +42,271 | 11.36% | Q4 2025 | Jan 09, 2026 |
| West Wealth Group, LLC | History | Added to | 398,430 | 25,172 | 5.22% | 5.35% | 50 | +18,147 | 4.77% | Q4 2025 | Jan 26, 2026 |
| HighTower Advisors, LLC | History | Reduced | 379,644 | 23,985 | 0.03% | 0.03% | 51 | -5,689 | -1.48% | Q4 2025 | Feb 06, 2026 |
| Strategent Financial, LLC | History | Added to | 367,609 | 23,225 | 14.7% | 15.72% | 52 | +18,332 | 5.25% | Q4 2025 | Jan 29, 2026 |
| Sanchez Wealth Management Group | History | Added to | 357,664 | 22,597 | 4.83% | 4.51% | 53 | +34,504 | 10.68% | Q4 2025 | Feb 04, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Added to | 355,381 | 22,452 | 7.1% | 7.31% | 54 | +1,596 | 0.45% | Q4 2025 | Feb 12, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Reduced | 354,104 | 22,372 | 5.07% | 5.47% | 55 | -3,376 | -0.94% | Q4 2025 | Jan 26, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 350,006 | 22,113 | 2.11% | 2.1% | 56 | +14,342 | 4.27% | Q4 2025 | Jan 23, 2026 |
| REDW Wealth LLC | History | Reduced | 339,797 | 21,468 | 8.18% | 8.67% | 57 | -24,766 | -6.79% | Q4 2025 | Jan 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 318,139 | 20,199 | 0.04% | 0.04% | 58 | +260 | 0.08% | Q4 2025 | Feb 05, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 313,401 | 19,800 | 0.64% | 0.33% | 59 | +131,103 | 71.92% | Q4 2025 | Jan 09, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 291,997 | 18,448 | 0.01% | 0.01% | 60 | +37,933 | 14.93% | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 282,483 | 17,847 | 0.44% | 0.43% | 61 | +12,785 | 4.74% | Q4 2025 | Jan 28, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Added to | 260,373 | 16,450 | 4.18% | 4.15% | 62 | +11,773 | 4.74% | Q4 2025 | Jan 23, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 258,724 | 16,346 | 2.09% | 2.14% | 63 | +1,696 | 0.66% | Q4 2025 | Feb 04, 2026 |
| Modern Wealth Management, LLC | History | Added to | 234,452 | 14,812 | 0.27% | 0.29% | 64 | +2,004 | 0.86% | Q4 2025 | Feb 17, 2026 |
| VALICENTI ADVISORY SERVICES INC | History | Added to | 227,203 | 14,355 | 3.0% | 2.93% | 65 | +10,052 | 4.63% | Q4 2025 | Jan 16, 2026 |
| Able Wealth Management LLC | History | Added to | 226,731 | 14,324 | 4.53% | 4.5% | 66 | +36,491 | 19.18% | Q4 2025 | Jan 27, 2026 |
| Allworth Financial LP | History | New | 225,998 | 14,278 | 0.06% | — | 67 | +225,998 | New | Q4 2025 | Feb 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 222,746 | 14,073 | 0.03% | 0.03% | 68 | +10,631 | 5.01% | Q4 2025 | Feb 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 218,880 | 13,828 | 0.1% | 0.11% | 69 | +13,218 | 6.43% | Q4 2025 | Feb 18, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 212,587 | 13,431 | 0.07% | 0.09% | 70 | -63,668 | -23.05% | Q4 2025 | Jan 29, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 212,156 | 13,404 | 1.5% | 1.59% | 71 | +1,038 | 0.49% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 201,808 | 12,750 | 0.11% | 0.1% | 72 | -2,769 | -1.35% | Q4 2025 | Jan 05, 2026 |
| True North Advisors, LLC | History | New | 196,616 | 12,422 | 1.61% | — | 73 | +196,616 | New | Q4 2025 | Jan 22, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 189,563 | 11,976 | 0.45% | 1.65% | 74 | -211,518 | -52.74% | Q4 2025 | Feb 04, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 189,196 | 11,953 | 0.01% | 0.01% | 75 | -195 | -0.1% | Q4 2025 | Feb 13, 2026 |
| Keystone Financial Group | History | Reduced | 187,038 | 11,817 | 0.87% | 1.47% | 76 | -118,605 | -38.81% | Q4 2025 | Feb 06, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Reduced | 185,484 | 11,718 | 6.88% | 7.02% | 77 | -6,045 | -3.16% | Q4 2025 | Jan 21, 2026 |
| Waterway Wealth Management, LLC | History | Added to | 207,272 | 11,208 | 2.54% | 2.5% | 78 | +40,432 | 24.23% | Q4 2025 | Feb 17, 2026 |
| Prism Advisors, Inc. | History | Reduced | 173,047 | 10,933 | 2.91% | 3.0% | 79 | -3,657 | -2.07% | Q4 2025 | Jan 23, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 171,419 | 10,830 | 0.56% | 0.52% | 80 | +22,344 | 14.99% | Q4 2025 | Feb 05, 2026 |
| Ledyard National Bank | History | Added to | 170,439 | 10,768 | 0.93% | 0.94% | 81 | +2,853 | 1.7% | Q4 2025 | Jan 21, 2026 |
| Saratoga Research & Investment Management | History | Added to | 162,442 | 10,263 | 0.54% | 0.01% | 82 | +158,950 | 4551.83% | Q4 2025 | Feb 05, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 166,905 | 10,200 | 0.25% | 0.19% | 83 | +10,142 | 6.47% | Q4 2025 | Feb 11, 2026 |
| Private Advisor Group, LLC | History | Reduced | 155,736 | 9,839 | 0.05% | 0.08% | 84 | -108,896 | -41.15% | Q4 2025 | Feb 17, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 154,824 | 9,781 | 0.17% | 0.21% | 85 | -5,969 | -3.71% | Q4 2025 | Jan 16, 2026 |
| Mariner, LLC | History | Reduced | 153,231 | 9,681 | 0.01% | 0.01% | 86 | -5,139 | -3.24% | Q4 2025 | Feb 13, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 151,110 | 9,547 | 4.34% | 4.27% | 87 | +7,359 | 5.12% | Q4 2025 | Jan 26, 2026 |
| Weil Company, Inc. | History | Added to | 149,409 | 9,439 | 2.17% | 1.91% | 88 | +23,494 | 18.66% | Q4 2025 | Jan 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 146,605 | 9,262 | 0.0% | 0.0% | 89 | -4,778 | -3.16% | Q4 2025 | Feb 10, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 144,817 | 9,149 | 0.68% | 0.12% | 90 | +123,777 | 588.29% | Q4 2025 | Jan 28, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 143,860 | 9,089 | 0.57% | 0.57% | 91 | +7,552 | 5.54% | Q4 2025 | Jan 21, 2026 |
| Edge Financial Advisors LLC | History | Added to | 143,068 | 9,039 | 3.8% | 3.77% | 93 | +9,354 | 7.0% | Q4 2025 | Jan 28, 2026 |
| Merit Financial Group, LLC | History | Reduced | 143,078 | 9,039 | 0.07% | 0.09% | 92 | -8,047 | -5.32% | Q4 2025 | Jan 26, 2026 |
| EP Wealth Advisors, LLC | History | New | 142,227 | 8,985 | 0.05% | — | 94 | +142,227 | New | Q4 2025 | Feb 18, 2026 |
| Running Point Capital Advisors, LLC | History | Added to | 141,003 | 8,908 | 2.43% | 2.05% | 95 | +19,317 | 15.87% | Q4 2025 | Feb 17, 2026 |
| Clarus Wealth Advisors | History | Reduced | 135,472 | 8,713 | 3.61% | 3.79% | 96 | -357 | -0.26% | Q4 2025 | Jan 14, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 134,879 | 8,521 | 0.96% | 0.9% | 97 | +11,670 | 9.47% | Q4 2025 | Jan 14, 2026 |
| MBA Advisors LLC | History | Added to | 133,284 | 8,420 | 3.39% | 3.47% | 98 | +3,994 | 3.09% | Q4 2025 | Jan 21, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 130,550 | 8,249 | 0.09% | 0.09% | 99 | +974 | 0.75% | Q4 2025 | Feb 02, 2026 |
| LAWOOD & CO | History | New | 124,650 | 7,875 | 7.46% | — | 100 | +124,650 | New | Q4 2025 | Feb 05, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 121,830 | 7,697 | 0.82% | 0.82% | 101 | +1,538 | 1.28% | Q4 2025 | Feb 18, 2026 |
| MorganRosel Wealth Management, LLC | History | Added to | 120,894 | 7,638 | 1.91% | 1.86% | 102 | +6,863 | 6.02% | Q4 2025 | Feb 13, 2026 |
| Navalign, LLC | History | New | 120,844 | 7,634 | 1.87% | — | 103 | +120,844 | New | Q4 2025 | Feb 05, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 120,768 | 7,630 | 2.69% | 2.9% | 104 | +6,847 | 6.01% | Q4 2025 | Feb 09, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 120,087 | 7,587 | 0.25% | 0.27% | 105 | +1,424 | 1.2% | Q4 2025 | Jan 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 118,850 | 7,508 | 0.05% | 0.04% | 106 | +14,215 | 13.59% | Q4 2025 | Jan 29, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 117,359 | 7,414 | 0.01% | 0.02% | 107 | -65,485 | -35.81% | Q4 2025 | Feb 02, 2026 |
| Tenzing Financial LLC | History | New | 113,289 | 7,157 | 5.81% | — | 108 | +113,289 | New | Q4 2025 | Feb 13, 2026 |
| Focus Financial Network, Inc. | History | Added to | 109,866 | 6,941 | 0.24% | 0.23% | 109 | +8,791 | 8.7% | Q4 2025 | Jan 12, 2026 |
| Procyon Advisors, LLC | History | New | 107,054 | 6,763 | 0.33% | — | 110 | +107,054 | New | Q4 2025 | Jan 07, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 94,018 | 5,940 | 0.63% | 0.63% | 111 | +2,602 | 2.85% | Q4 2025 | Feb 13, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 91,535 | 5,783 | 2.1% | 2.19% | 112 | +4,154 | 4.75% | Q4 2025 | Feb 11, 2026 |
| Baird Financial Group, Inc. | History | Added to | 90,914 | 5,743 | 0.01% | 0.01% | 113 | +5,741 | 6.74% | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 87,253 | 5,512 | 0.06% | 0.07% | 114 | -9,172 | -9.51% | Q4 2025 | Jan 16, 2026 |
| Columbus Macro, LLC | History | Reduced | 86,287 | 5,451 | 0.6% | 0.62% | 115 | -520 | -0.6% | Q4 2025 | Jan 15, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 85,520 | 5,403 | 1.45% | 1.99% | 116 | -32,293 | -27.41% | Q4 2025 | Jan 16, 2026 |
| Plan Group Financial, LLC | History | Added to | 84,997 | 5,370 | 1.39% | 0.95% | 117 | +28,749 | 51.11% | Q4 2025 | Feb 03, 2026 |
| Maridea Wealth Management LLC | History | Added to | 82,649 | 5,221 | 0.78% | 0.61% | 118 | +20,645 | 33.3% | Q4 2025 | Jan 08, 2026 |
| Cobblestone Asset Management LLC | History | Reduced | 80,813 | 5,105 | 2.29% | 4.4% | 119 | -72,173 | -47.18% | Q4 2025 | Jan 15, 2026 |
| Creative Planning | History | Reduced | 80,155 | 5,064 | 0.0% | 0.0% | 120 | -492 | -0.61% | Q4 2025 | Feb 17, 2026 |
| TSFG, LLC | History | Reduced | 78,576 | 4,964 | 0.74% | 1.61% | 121 | -82,244 | -51.14% | Q4 2025 | Feb 04, 2026 |
| NOVEM GROUP | History | Reduced | 78,302 | 4,947 | 0.57% | 0.69% | 122 | -15,451 | -16.48% | Q4 2025 | Jan 27, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 75,750 | 4,785 | 0.2% | 0.2% | 123 | +2,201 | 2.99% | Q4 2025 | Feb 10, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | Reduced | 75,321 | 4,758 | 3.93% | 4.27% | 124 | -7,425 | -8.97% | Q4 2025 | Feb 13, 2026 |
| Fulcrum Capital LLC | History | Added to | 74,876 | 4,730 | 0.95% | 0.96% | 125 | +431 | 0.58% | Q4 2025 | Jan 15, 2026 |
| Delos Wealth Advisors, LLC | History | Added to | 72,900 | 4,605 | 3.04% | 3.05% | 126 | +952 | 1.32% | Q4 2025 | Feb 17, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Reduced | 72,733 | 4,595 | 2.5% | 2.41% | 127 | -369 | -0.5% | Q4 2025 | Jan 28, 2026 |
| Madrid Wealth Management, LLC | History | New | 71,449 | 4,514 | 3.66% | — | 128 | +71,449 | New | Q4 2025 | Feb 02, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Added to | 71,266 | 4,502 | 2.99% | 3.12% | 129 | +126 | 0.18% | Q4 2025 | Jan 08, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 69,370 | 4,482 | 0.51% | 0.53% | 130 | +791 | 1.15% | Q4 2025 | Feb 03, 2026 |
| Burton Enright Welch | History | Reduced | 70,243 | 4,437 | 0.62% | 0.67% | 131 | -252 | -0.36% | Q4 2025 | Feb 13, 2026 |
| Mutual Advisors, LLC | History | Added to | 69,917 | 4,417 | 0.09% | 0.08% | 132 | +12,328 | 21.41% | Q4 2025 | Feb 02, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 69,426 | 4,386 | 1.7% | 1.76% | 133 | -1,245 | -1.76% | Q4 2025 | Feb 03, 2026 |
| Sigma Planning Corp | History | Added to | 69,171 | 4,370 | 0.12% | 0.12% | 134 | +2,625 | 3.94% | Q4 2025 | Jan 30, 2026 |
| Financial Futures Ltd Liability Co. | History | Added to | 67,489 | 4,263 | 1.98% | 1.69% | 135 | +12,073 | 21.79% | Q4 2025 | Jan 23, 2026 |
| Western Wealth Management, LLC | History | Added to | 67,277 | 4,250 | 0.2% | 0.21% | 136 | +2,638 | 4.08% | Q4 2025 | Feb 05, 2026 |
| Summit Financial, LLC | History | Reduced | 66,624 | 4,209 | 0.06% | 0.07% | 137 | -1,150 | -1.7% | Q4 2025 | Feb 13, 2026 |
| Wealth Advisors of Iowa, LLC | History | Reduced | 65,337 | 4,128 | 1.36% | 1.43% | 138 | -1,231 | -1.85% | Q4 2025 | Feb 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 62,977 | 3,978 | 0.01% | 0.02% | 139 | -1,857 | -2.86% | Q4 2025 | Feb 06, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 61,494 | 3,885 | 0.83% | 1.35% | 140 | -1,649 | -2.61% | Q4 2025 | Feb 12, 2026 |
| Valued Retirements, Inc. | History | Added to | 59,508 | 3,759 | 3.68% | 3.46% | 141 | +8,400 | 16.44% | Q4 2025 | Feb 09, 2026 |
| TABLEAUX LLC | History | Reduced | 58,202 | 3,751 | 2.66% | 2.82% | 142 | -53,874 | -48.07% | Q4 2025 | Feb 17, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 59,000 | 3,727 | 0.25% | 0.26% | 143 | -251 | -0.42% | Q4 2025 | Jan 13, 2026 |
| TD Capital Management LLC | History | Added to | 56,723 | 3,583 | 0.32% | 0.29% | 144 | +6,082 | 12.01% | Q4 2025 | Feb 26, 2026 |
| Ballast Financial Advisors LLC | History | New | 56,283 | 3,555 | 3.66% | — | 145 | +56,283 | New | Q4 2025 | Feb 17, 2026 |
| GoalVest Advisory LLC | History | Reduced | 54,810 | 3,462 | 0.66% | 0.95% | 146 | -16,154 | -22.76% | Q4 2025 | Jan 05, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 54,523 | 3,444 | 0.23% | 0.24% | 147 | -1,719 | -3.06% | Q4 2025 | Jan 22, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 54,509 | 3,443 | 0.49% | 0.53% | 148 | -6,078 | -10.03% | Q4 2025 | Jan 23, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 52,846 | 3,338 | 1.9% | 4.44% | 149 | -66,144 | -55.59% | Q4 2025 | Jan 06, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 52,488 | 3,316 | 0.2% | 0.21% | 150 | +4,504 | 9.39% | Q4 2025 | Feb 10, 2026 |
| Portside Wealth Group, LLC | History | Added to | 52,138 | 3,294 | 0.44% | 0.36% | 151 | +10,133 | 24.12% | Q4 2025 | Jan 21, 2026 |
| Arsenal Capital Advisors LLC | History | New | 51,546 | 3,256 | 2.3% | — | 152 | +51,546 | New | Q4 2025 | Feb 11, 2026 |
| Centennial Bank/AR/ | History | Reduced | 50,736 | 3,205 | 1.27% | 1.36% | 153 | -4,372 | -7.93% | Q4 2025 | Feb 17, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | Reduced | 49,632 | 3,135 | 1.18% | 1.23% | 154 | -3,512 | -6.61% | Q4 2025 | Feb 09, 2026 |
| COMERICA BANK | History | Reduced | 49,510 | 3,128 | 0.01% | 0.01% | 155 | -323 | -0.65% | Q4 2025 | Jan 29, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 48,711 | 3,104 | 0.21% | — | 156 | +48,711 | New | Q4 2025 | Jan 15, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 48,317 | 3,052 | 0.45% | — | 157 | +48,317 | New | Q4 2025 | Feb 13, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 48,069 | 3,037 | 0.04% | 0.07% | 158 | -21,723 | -31.13% | Q4 2025 | Feb 09, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 47,621 | 3,008 | 0.18% | 0.2% | 159 | -3,387 | -6.64% | Q4 2025 | Feb 10, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 47,175 | 2,980 | 0.02% | 0.02% | 160 | -1,932 | -3.93% | Q4 2025 | Feb 03, 2026 |
| SHP Wealth Management | History | New | 45,732 | 2,889 | 0.22% | — | 161 | +45,732 | New | Q4 2025 | Mar 04, 2026 |
| L & S Advisors Inc | History | Added to | 45,505 | 2,874 | 0.27% | 0.27% | 162 | +840 | 1.88% | Q4 2025 | Feb 05, 2026 |
| IFP Advisors, Inc | History | Reduced | 45,204 | 2,855 | 0.06% | 0.08% | 163 | -2,054 | -4.35% | Q4 2025 | Feb 06, 2026 |
| CAP Partners, LLC | History | Added to | 44,139 | 2,788 | 1.58% | 1.51% | 164 | +1,710 | 4.03% | Q4 2025 | Feb 04, 2026 |
| Gibbs Wealth Management | History | Added to | 43,139 | 2,779 | 0.67% | 0.56% | 165 | +3,793 | 9.64% | Q4 2025 | Jan 23, 2026 |
| PFG Advisors | History | Added to | 42,858 | 2,707 | 0.13% | 0.09% | 166 | +7,604 | 21.57% | Q4 2025 | Jan 27, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 42,500 | 2,685 | 0.1% | 0.09% | 167 | +6,459 | 17.92% | Q4 2025 | Feb 17, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 42,114 | 2,659 | 0.37% | 0.39% | 168 | +2,021 | 5.04% | Q4 2025 | Jan 23, 2026 |
| UBS Group AG | History | Reduced | 41,301 | 2,609 | 0.0% | 0.0% | 169 | -3,155 | -7.1% | Q4 2025 | Jan 29, 2026 |
| Andina Capital Management, LLC | History | Added to | 40,979 | 2,589 | 1.57% | 1.41% | 170 | +1,341 | 3.38% | Q4 2025 | Feb 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 39,877 | 2,519 | 0.03% | 0.03% | 171 | +9,776 | 32.48% | Q4 2025 | Feb 10, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 39,809 | 2,515 | 0.02% | 0.01% | 172 | -3,121 | -7.27% | Q4 2025 | Feb 13, 2026 |
| Ayalon Insurance Comp Ltd. | History | No change | 39,764 | 2,512 | 0.61% | 0.63% | 173 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 39,572 | 2,500 | 0.0% | 0.0% | 174 | +28,164 | 246.88% | Q4 2025 | Feb 17, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 38,864 | 2,455 | 0.4% | 0.4% | 175 | +398 | 1.03% | Q4 2025 | Jan 20, 2026 |
| JT Stratford LLC | History | Added to | 38,504 | 2,432 | 0.31% | 0.31% | 176 | +1,278 | 3.43% | Q4 2025 | Feb 12, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 37,358 | 2,400 | 0.08% | 0.03% | 177 | +22,802 | 156.65% | Q4 2025 | Jan 23, 2026 |
| Advisory Services Network, LLC | History | Added to | 37,703 | 2,382 | 0.03% | 0.03% | 178 | +1,418 | 3.91% | Q4 2025 | Feb 17, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 37,214 | 2,351 | 0.08% | 0.08% | 179 | -636 | -1.68% | Q4 2025 | Feb 03, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 37,021 | 2,338 | 1.46% | — | 180 | +37,021 | New | Q4 2025 | Feb 04, 2026 |
| XTX Topco Ltd | History | Added to | 36,730 | 2,320 | 0.06% | 0.07% | 181 | +15,908 | 76.4% | Q4 2025 | Feb 17, 2026 |
| Centerpoint Advisory Group | History | Reduced | 35,539 | 2,245 | 1.73% | 1.82% | 182 | -1,674 | -4.5% | Q4 2025 | Feb 03, 2026 |
| Spire Wealth Management | History | Added to | 35,225 | 2,225 | 0.07% | 0.07% | 183 | +654 | 1.89% | Q4 2025 | Jan 14, 2026 |
| Global Retirement Partners, LLC | History | Added to | 35,115 | 2,218 | 0.04% | 0.04% | 184 | +3,319 | 10.44% | Q4 2025 | Feb 06, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 34,921 | 2,206 | 0.05% | 0.05% | 185 | -241 | -0.69% | Q4 2025 | Feb 18, 2026 |
| MATTERS CAPITAL LLC | History | New | 34,592 | 2,185 | 1.79% | — | 186 | +34,592 | New | Q4 2025 | Feb 17, 2026 |
| ENZI WEALTH | History | Reduced | 32,919 | 2,115 | 0.75% | 3.01% | 187 | -105,695 | -76.25% | Q4 2025 | Jan 15, 2026 |
| INTRUST BANK NA | History | Reduced | 33,326 | 2,105 | 0.17% | 0.18% | 188 | -589 | -1.74% | Q4 2025 | Feb 06, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 32,081 | 2,026 | 0.13% | 0.13% | 189 | +1,435 | 4.68% | Q4 2025 | Jan 23, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 31,869 | 2,013 | 0.08% | 0.1% | 190 | +34 | 0.11% | Q4 2025 | Jan 28, 2026 |
| Foster Group, Inc. | History | Added to | 30,347 | 1,917 | 0.06% | 0.06% | 191 | +74 | 0.24% | Q4 2025 | Jan 12, 2026 |
| FMR LLC | History | Added to | 28,673 | 1,811 | 0.0% | 0.0% | 192 | +929 | 3.35% | Q4 2025 | Feb 17, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Added to | 28,653 | 1,810 | 0.53% | 0.55% | 193 | +443 | 1.57% | Q4 2025 | Jan 21, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 27,416 | 1,732 | 0.05% | 0.04% | 194 | +3,583 | 15.03% | Q4 2025 | Jan 12, 2026 |
| Integrated Advisors Network LLC | History | Added to | 26,405 | 1,668 | 0.07% | 0.07% | 196 | +954 | 3.75% | Q4 2025 | Feb 17, 2026 |
| Private Wealth Partners, LLC | History | No change | 26,409 | 1,668 | 0.12% | 0.12% | 195 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 26,380 | 1,666 | 0.27% | — | 197 | +26,380 | New | Q4 2025 | Feb 18, 2026 |
| SMITH, MOORE & CO. | History | New | 26,189 | 1,654 | 0.13% | — | 198 | +26,189 | New | Q4 2025 | Jan 23, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 25,896 | 1,636 | 0.09% | 0.1% | 199 | -288 | -1.1% | Q4 2025 | Jan 26, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 25,653 | 1,620 | 0.03% | 0.04% | 200 | -1,189 | -4.43% | Q4 2025 | Feb 13, 2026 |
| Composition Wealth, LLC | History | Reduced | 25,246 | 1,595 | 0.02% | 0.02% | 201 | -48 | -0.19% | Q4 2025 | Feb 02, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 24,494 | 1,547 | 0.02% | 0.1% | 202 | -146,948 | -85.71% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 24,358 | 1,538 | 0.0% | 0.0% | 203 | -412 | -1.66% | Q4 2025 | Feb 17, 2026 |
| ProCore Advisors, LLC | History | New | 23,929 | 1,511 | 1.55% | — | 204 | +23,929 | New | Q4 2025 | Jan 21, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 23,495 | 1,484 | 0.17% | 0.18% | 205 | -447 | -1.87% | Q4 2025 | Jan 15, 2026 |
| Pinion Investment Advisors, LLC | History | Reduced | 23,394 | 1,478 | 0.36% | 0.5% | 206 | -5,831 | -19.95% | Q4 2025 | Jan 29, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 22,841 | 1,443 | 0.58% | 0.74% | 207 | -3,078 | -11.88% | Q4 2025 | Jan 21, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 22,462 | 1,419 | 0.01% | 0.01% | 208 | +996 | 4.64% | Q4 2025 | Feb 12, 2026 |
| AE Wealth Management LLC | History | Added to | 22,195 | 1,402 | 0.01% | 0.0% | 209 | +19,080 | 612.52% | Q4 2025 | Jan 26, 2026 |
| American Financial Advisors, LLC | History | Reduced | 22,056 | 1,393 | 0.18% | 0.18% | 210 | -179 | -0.81% | Q4 2025 | Feb 03, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 21,668 | 1,368 | 0.04% | 0.04% | 211 | -1,353 | -5.88% | Q4 2025 | Jan 23, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 21,560 | 1,362 | 0.02% | 0.01% | 212 | +15,638 | 264.07% | Q4 2025 | Jan 29, 2026 |
| Wealthfront Advisers LLC | History | Added to | 21,486 | 1,357 | 0.0% | 0.0% | 213 | +1,265 | 6.26% | Q4 2025 | Jan 30, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Reduced | 21,092 | 1,332 | 0.49% | 0.53% | 214 | -1,210 | -5.43% | Q4 2025 | Feb 17, 2026 |
| Keystone Global Partners, LLC | History | Reduced | 21,056 | 1,330 | 0.58% | 2.19% | 215 | -47,386 | -69.24% | Q4 2025 | Jan 14, 2026 |
| Illumine Investment Management, LLC | History | Added to | 20,235 | 1,278 | 0.93% | 0.89% | 216 | +467 | 2.36% | Q4 2025 | Feb 09, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 20,021 | 1,264 | 0.11% | 0.11% | 217 | +102 | 0.51% | Q4 2025 | Jan 26, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 19,953 | 1,260 | 0.01% | — | 218 | +19,953 | New | Q4 2025 | Feb 17, 2026 |
| Mendel Money Management | History | Added to | 19,905 | 1,257 | 0.53% | 0.51% | 219 | +496 | 2.56% | Q4 2025 | Jan 29, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Reduced | 19,776 | 1,249 | 1.12% | 1.16% | 220 | -231 | -1.15% | Q4 2025 | Jan 23, 2026 |
| NORDEN GROUP LLC | History | Added to | 18,910 | 1,194 | 0.12% | 0.05% | 221 | +10,442 | 123.31% | Q4 2025 | Jan 13, 2026 |
| Herold Advisors, Inc. | History | Reduced | 18,595 | 1,174 | 0.26% | 0.33% | 222 | -3,735 | -16.73% | Q4 2025 | Feb 17, 2026 |
| Concord Wealth Partners | History | Reduced | 17,951 | 1,134 | 0.15% | 0.16% | 223 | -518 | -2.8% | Q4 2025 | Jan 29, 2026 |
| Concord Asset Management, LLC/VA | History | Reduced | 17,513 | 1,106 | 0.19% | 0.2% | 224 | -430 | -2.4% | Q4 2025 | Jan 29, 2026 |
| Everest Management Corp. | History | Added to | 17,438 | 1,101 | 0.61% | 0.7% | 225 | +9 | 0.05% | Q4 2025 | Feb 02, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 17,065 | 1,078 | 0.21% | 0.24% | 226 | -1,060 | -5.85% | Q4 2025 | Feb 04, 2026 |
| IRON Financial LLC | History | Reduced | 17,023 | 1,075 | 0.49% | 0.54% | 227 | -1,013 | -5.62% | Q4 2025 | Jan 22, 2026 |
| WealthShield Partners, LLC | History | Reduced | 16,881 | 1,066 | 0.12% | 0.2% | 228 | -11,063 | -39.59% | Q4 2025 | Feb 03, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 16,810 | 1,062 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 16,767 | 1,047 | 0.28% | 0.32% | 230 | +161 | 0.97% | Q4 2025 | Feb 10, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 16,547 | 1,045 | 0.31% | 0.5% | 231 | -8,841 | -34.82% | Q4 2025 | Feb 10, 2026 |
| Hershey Financial Advisers, LLC | History | New | 16,475 | 1,040 | 0.88% | — | 232 | +16,475 | New | Q4 2025 | Feb 18, 2026 |
| Altman Advisors, Inc. | History | No change | 16,453 | 1,039 | 0.39% | 0.4% | 233 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Flavin Financial Services, Inc. | History | Added to | 16,168 | 1,021 | 0.7% | 0.65% | 234 | +1,715 | 11.87% | Q4 2025 | Feb 05, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Reduced | 15,596 | 1,002 | 0.47% | 0.62% | 235 | -336 | -2.11% | Q4 2025 | Jan 26, 2026 |
| Cooper Financial Group | History | Added to | 15,742 | 994 | 0.11% | 0.11% | 236 | +312 | 2.02% | Q4 2025 | Jan 08, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | Reduced | 15,610 | 986 | 0.62% | 1.02% | 237 | -7,681 | -32.98% | Q4 2025 | Jan 28, 2026 |
| BROWN ADVISORY INC | History | New | 15,539 | 981 | 0.0% | — | 238 | +15,539 | New | Q4 2025 | Feb 13, 2026 |
| M.E. ALLISON & CO., INC. | History | Reduced | 15,470 | 977 | 0.66% | 0.78% | 239 | -2,350 | -13.19% | Q4 2025 | Jan 12, 2026 |
| Cambria Investment Management, L.P. | History | New | 15,320 | 967 | 0.06% | — | 240 | +15,320 | New | Q4 2025 | Feb 17, 2026 |
| Empowered Funds, LLC | History | New | 15,320 | 967 | 0.02% | — | 241 | +15,320 | New | Q4 2025 | Feb 18, 2026 |
| SVB WEALTH LLC | History | Reduced | 15,195 | 960 | 0.06% | 0.08% | 242 | -8,724 | -36.47% | Q4 2025 | Feb 04, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 14,587 | 921 | 0.02% | 0.04% | 243 | -12,064 | -45.27% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 14,231 | 899 | 0.0% | 0.0% | 244 | +7,295 | 105.18% | Q4 2025 | Feb 18, 2026 |
| Vise Technologies, Inc. | History | New | 14,206 | 897 | 0.02% | — | 245 | +14,206 | New | Q4 2025 | Feb 11, 2026 |
| Aspen Wealth Management LLC | History | Added to | 13,909 | 878 | 0.18% | 0.19% | 246 | +5 | 0.04% | Q4 2025 | Jan 05, 2026 |
| Emprise Bank | History | No change | 13,839 | 874 | 0.36% | 0.38% | 247 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CGC Financial Services, LLC | History | Added to | 13,228 | 835 | 0.22% | 0.19% | 248 | +2,374 | 21.87% | Q4 2025 | Feb 03, 2026 |
| BETO FINANCIAL GROUP, LLC | History | New | 12,907 | 831 | 0.56% | — | 249 | +12,907 | New | Q4 2025 | Feb 10, 2026 |
| Sowell Financial Services LLC | History | Reduced | 12,938 | 817 | 0.03% | 0.03% | 250 | -470 | -3.51% | Q4 2025 | Jan 21, 2026 |
| Kovack Advisors, Inc. | History | New | 12,835 | 810 | 0.04% | — | 251 | +12,835 | New | Q4 2025 | Feb 17, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 12,795 | 808 | 0.01% | 0.01% | 252 | -7,576 | -37.19% | Q4 2025 | Feb 11, 2026 |
| Elm3 Financial Group, LLC | History | Reduced | 12,614 | 796 | 0.66% | 0.77% | 253 | -2,260 | -15.19% | Q4 2025 | Jan 22, 2026 |
| Idaho Trust Co | History | Reduced | 12,578 | 794 | 0.26% | 0.3% | 254 | -1,603 | -11.3% | Q4 2025 | Feb 05, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 12,518 | 787 | 0.68% | 0.75% | 255 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Jefferson Bridge Capital, LLC | History | New | 12,454 | 786 | 0.79% | — | 256 | +12,454 | New | Q4 2025 | Jan 21, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 12,405 | 783 | 0.18% | 0.15% | 257 | +2,703 | 27.86% | Q4 2025 | Jan 23, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 12,362 | 781 | 0.04% | 0.03% | 258 | +45 | 0.37% | Q4 2025 | Jan 21, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 12,225 | 772 | 0.01% | 0.01% | 259 | +1,191 | 10.79% | Q4 2025 | Feb 12, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Reduced | 12,144 | 767 | 0.25% | 0.29% | 260 | -895 | -6.86% | Q4 2025 | Jan 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 11,946 | 754 | 0.01% | 0.01% | 261 | +4,204 | 54.3% | Q4 2025 | Jan 23, 2026 |
| PENNEY FINANCIAL, LLC | History | No change | 11,943 | 754 | 0.29% | 0.34% | 262 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Third View Private Wealth, LLC | History | New | 11,409 | 720 | 0.1% | — | 263 | +11,409 | New | Q4 2025 | Jan 23, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Reduced | 11,302 | 714 | 0.1% | 0.1% | 264 | -624 | -5.23% | Q4 2025 | Jan 26, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 11,247 | 710 | 0.06% | 0.07% | 265 | -1,369 | -10.85% | Q4 2025 | Feb 12, 2026 |
| OakTrust Wealth Advisors, LLC | History | New | 11,178 | 706 | 0.65% | — | 266 | +11,178 | New | Q4 2025 | Feb 27, 2026 |
| TritonPoint Partners, LLC | History | New | 11,031 | 696 | 0.37% | — | 267 | +11,031 | New | Q4 2025 | Feb 13, 2026 |
| Marks Group Wealth Management, Inc | History | New | 10,883 | 687 | 0.07% | — | 268 | +10,883 | New | Q4 2025 | Feb 11, 2026 |
| Base Wealth Management LLC | History | Reduced | 10,861 | 686 | 0.37% | 6.06% | 269 | -158,132 | -93.57% | Q4 2025 | Jan 21, 2026 |
| PFG Investments, LLC | History | Reduced | 10,665 | 673 | 0.03% | 0.04% | 270 | -509 | -4.56% | Q4 2025 | Jan 26, 2026 |
| Quantinno Capital Management LP | History | Added to | 10,596 | 669 | 0.0% | 0.0% | 271 | +5,012 | 89.76% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | New | 10,525 | 664 | 0.0% | — | 272 | +10,525 | New | Q4 2025 | Feb 17, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 10,464 | 661 | 0.01% | 0.01% | 274 | -2,343 | -18.29% | Q4 2025 | Jan 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 10,477 | 661 | 0.0% | 0.0% | 273 | +464 | 4.63% | Q4 2025 | Feb 12, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | No change | 10,218 | 645 | 0.42% | 0.35% | 275 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 10,161 | 641 | 0.17% | 0.16% | 276 | +1,524 | 17.65% | Q4 2025 | Feb 09, 2026 |
| BlackRock, Inc. | History | Added to | 10,087 | 637 | 0.0% | 0.0% | 277 | +5,798 | 135.18% | Q4 2025 | Feb 12, 2026 |
| WCG Wealth Advisors LLC | History | New | 10,080 | 636 | 0.02% | — | 278 | +10,080 | New | Q4 2025 | Feb 10, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 10,041 | 634 | 0.02% | 0.01% | 279 | +873 | 9.52% | Q4 2025 | Feb 09, 2026 |
| Sequent Asset Management, LLC | History | Added to | 9,943 | 628 | 0.28% | 0.22% | 280 | +2,472 | 33.09% | Q4 2025 | Feb 10, 2026 |
| StoneX Group Inc. | History | Added to | 9,826 | 625 | 0.03% | 0.03% | 281 | +120 | 1.24% | Q4 2025 | Feb 12, 2026 |
| Patten Group, Inc. | History | Reduced | 9,864 | 623 | 0.12% | 0.12% | 282 | -63 | -0.63% | Q4 2025 | Jan 23, 2026 |
| Betterment LLC | History | Reduced | 9,709 | 613 | 0.0% | 0.0% | 283 | -790 | -7.52% | Q4 2025 | Feb 12, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 9,084 | 573 | 0.01% | 0.02% | 284 | -2,768 | -23.35% | Q4 2025 | Jan 26, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 8,798 | 555 | 0.08% | 0.08% | 285 | +279 | 3.28% | Q4 2025 | Jan 21, 2026 |
| 5T Wealth, LLC | History | No change | 8,774 | 554 | 0.22% | 0.24% | 286 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 8,670 | 547 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 8,636 | 545 | 0.01% | 0.02% | 288 | -537 | -5.85% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 8,607 | 543 | 0.0% | 0.0% | 289 | +127 | 1.5% | Q4 2025 | Feb 11, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 8,505 | 537 | 0.16% | 0.17% | 290 | +14 | 0.16% | Q4 2025 | Jan 20, 2026 |
| Winthrop Advisory Group LLC | History | Reduced | 8,492 | 536 | 0.05% | 0.05% | 291 | -232 | -2.66% | Q4 2025 | Jan 21, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 8,457 | 534 | 0.0% | 0.0% | 292 | +7,330 | 650.4% | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | Added to | 8,448 | 533 | 0.01% | 0.01% | 293 | +110 | 1.32% | Q4 2025 | Mar 12, 2026 |
| Legacy Wealth Partners, LLC | History | New | 8,431 | 532 | 0.14% | — | 294 | +8,431 | New | Q4 2025 | Feb 17, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | No change | 8,383 | 529 | 0.06% | 0.07% | 295 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 8,339 | 526 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Corient Private Wealth LLC | History | Reduced | 8,194 | 519 | 0.0% | 0.0% | 297 | -2,606 | -24.13% | Q4 2025 | Mar 09, 2026 |
| Wilkerson Advisory Group LLC | History | New | 8,155 | 515 | 0.18% | — | 298 | +8,155 | New | Q4 2025 | Feb 13, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 8,182 | 515 | 0.7% | 0.78% | 299 | -793 | -8.84% | Q4 2025 | Feb 10, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 8,104 | 512 | 0.03% | 0.03% | 300 | +1,087 | 15.49% | Q4 2025 | Feb 04, 2026 |
| FIRST HORIZON CORP | History | New | 8,010 | 506 | 0.02% | — | 301 | +8,010 | New | Q4 2025 | Jan 27, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Reduced | 7,979 | 504 | 0.22% | 0.22% | 302 | -530 | -6.23% | Q4 2025 | Feb 10, 2026 |
| Horizon Wealth Management, LLC | History | No change | 7,901 | 499 | 0.08% | 0.07% | 303 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Elevation Capital Advisory, LLC | History | New | 7,778 | 491 | 0.2% | — | 304 | +7,778 | New | Q4 2025 | Jan 26, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 7,408 | 468 | 0.02% | 0.03% | 305 | -775 | -9.47% | Q4 2025 | Jan 12, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 7,291 | 461 | 0.01% | 0.01% | 306 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | Reduced | 7,009 | 442 | 0.09% | 0.13% | 307 | -3,000 | -29.97% | Q4 2025 | Jan 27, 2026 |
| Cerity Partners LLC | History | Reduced | 6,815 | 430 | 0.0% | 0.0% | 308 | -2,331 | -25.49% | Q4 2025 | Feb 11, 2026 |
| CITIGROUP INC | History | Reduced | 6,730 | 425 | 0.0% | 0.0% | 309 | -338 | -4.78% | Q4 2025 | Feb 13, 2026 |
| Cresset Asset Management, LLC | History | Added to | 6,701 | 423 | 0.0% | 0.0% | 310 | +3 | 0.04% | Q4 2025 | Feb 17, 2026 |
| RFG Advisory, LLC | History | Reduced | 6,653 | 420 | 0.01% | 0.01% | 311 | -163 | -2.39% | Q4 2025 | Feb 03, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 6,627 | 418 | 0.03% | 0.02% | 312 | +87 | 1.33% | Q4 2025 | Jan 21, 2026 |
| Coordinated Financial Services, Inc. | History | No change | 6,600 | 416 | 0.24% | 0.27% | 313 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 6,520 | 411 | 0.07% | 0.07% | 314 | -78 | -1.18% | Q4 2025 | Feb 17, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 6,443 | 407 | 0.09% | 0.12% | 315 | -1,519 | -19.08% | Q4 2025 | Feb 02, 2026 |
| Teamwork Financial Advisors, LLC | History | Added to | 6,232 | 393 | 0.04% | 0.04% | 316 | +24 | 0.39% | Q4 2025 | Jan 09, 2026 |
| MN Wealth Advisors, LLC | History | Reduced | 6,202 | 391 | 0.2% | 0.21% | 317 | -100 | -1.59% | Q4 2025 | Feb 02, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Added to | 6,008 | 379 | 0.73% | 0.47% | 319 | +84 | 1.42% | Q4 2025 | Jan 21, 2026 |
| MBL Wealth, LLC | History | No change | 6,000 | 379 | 0.03% | 0.03% | 318 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 5,904 | 373 | 0.01% | 0.01% | 320 | -1,428 | -19.48% | Q4 2025 | Jan 07, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 5,868 | 370 | 0.39% | 0.38% | 321 | +294 | 5.27% | Q4 2025 | Feb 13, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 5,729 | 361 | 0.03% | 0.03% | 322 | +43 | 0.76% | Q4 2025 | Jan 13, 2026 |
| River Street Advisors LLC | History | Reduced | 5,711 | 360 | 0.13% | 0.15% | 323 | -277 | -4.63% | Q4 2025 | Jan 26, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 5,500 | 347 | 0.0% | 0.0% | 324 | -7,500 | -57.69% | Q4 2025 | Feb 12, 2026 |
| Essex Financial Services, Inc. | History | No change | 5,415 | 342 | 0.02% | 0.02% | 325 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Westover Capital Advisors, LLC | History | Reduced | 5,358 | 338 | 0.06% | 0.06% | 326 | -62 | -1.14% | Q4 2025 | Feb 09, 2026 |
| Balentine LLC | History | Reduced | 5,292 | 334 | 0.01% | 0.01% | 328 | -434 | -7.58% | Q4 2025 | Feb 02, 2026 |
| WBH ADVISORY INC | History | Reduced | 5,292 | 334 | 0.02% | 0.03% | 327 | -204 | -3.71% | Q4 2025 | Jan 26, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Reduced | 5,226 | 330 | 0.24% | 0.24% | 329 | -4 | -0.08% | Q4 2025 | Jan 27, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 5,213 | 329 | 0.02% | 0.02% | 330 | +7 | 0.13% | Q4 2025 | Feb 17, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 5,170 | 326 | 0.04% | 0.04% | 331 | -32 | -0.62% | Q4 2025 | Jan 13, 2026 |
| &PARTNERS | History | Reduced | 5,098 | 322 | 0.0% | 0.0% | 332 | -3,299 | -39.29% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 5,062 | 319 | 0.0% | — | 333 | +5,062 | New | Q4 2025 | Feb 17, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Reduced | 5,036 | 318 | 0.03% | 0.04% | 334 | -1,312 | -20.67% | Q4 2025 | Feb 04, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 4,936 | 311 | 0.01% | 0.01% | 335 | -211 | -4.1% | Q4 2025 | Jan 12, 2026 |
| Merited Wealth, LLC | History | New | 4,869 | 307 | 0.28% | — | 336 | +4,869 | New | Q4 2025 | Mar 26, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 4,766 | 301 | 0.02% | 0.02% | 337 | -2 | -0.04% | Q4 2025 | Jan 29, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | New | 4,753 | 300 | 0.13% | — | 338 | +4,753 | New | Q4 2025 | Jan 21, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 4,612 | 291 | 0.01% | 0.0% | 339 | +3,753 | 436.9% | Q4 2025 | Feb 06, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 4,564 | 288 | 0.13% | — | 340 | +4,564 | New | Q4 2025 | Mar 10, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 4,537 | 286 | 0.04% | 0.04% | 341 | +521 | 12.97% | Q4 2025 | Jan 21, 2026 |
| Greenline Wealth Management LLC | History | New | 4,381 | 276 | 0.29% | — | 342 | +4,381 | New | Q4 2025 | Feb 13, 2026 |
| Manhattan West Asset Management, LLC | History | No change | 4,349 | 274 | 0.06% | 0.06% | 343 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Redwood Financial Network Corp | History | Reduced | 4,293 | 271 | 0.17% | 0.18% | 344 | -301 | -6.55% | Q4 2025 | Feb 10, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 4,261 | 269 | 0.03% | 0.04% | 345 | -785 | -15.56% | Q4 2025 | Jan 21, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 4,247 | 268 | 0.0% | — | 346 | +4,247 | New | Q4 2025 | Feb 17, 2026 |
| Northwest Financial Advisors | History | Reduced | 4,231 | 267 | 0.55% | 0.4% | 347 | -758 | -15.19% | Q4 2025 | Jan 26, 2026 |
| Elevation Wealth Management LLC | History | New | 4,213 | 266 | 0.26% | — | 348 | +4,213 | New | Q4 2025 | Feb 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 4,201 | 265 | 0.0% | 0.0% | 349 | -84 | -1.96% | Q4 2025 | Feb 17, 2026 |
| North Capital, Inc. | History | New | 4,131 | 260 | 0.22% | — | 351 | +4,131 | New | Q4 2025 | Feb 18, 2026 |
| Global Assets Advisory, LLC | History | Added to | 4,123 | 260 | 0.07% | 0.07% | 350 | +117 | 2.92% | Q4 2025 | Feb 09, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 4,078 | 257 | 0.0% | 0.0% | 352 | +76 | 1.9% | Q4 2025 | Feb 12, 2026 |
| Skyline Advisors, Inc. | History | No change | 4,071 | 257 | 0.09% | 0.09% | 353 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 4,043 | 255 | 0.04% | — | 354 | +4,043 | New | Q4 2025 | Feb 17, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 3,993 | 255 | 0.03% | 0.03% | 355 | -69 | -1.7% | Q4 2025 | Jan 12, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 3,990 | 252 | 0.01% | 0.01% | 356 | -1,138 | -22.19% | Q4 2025 | Feb 03, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 3,799 | 240 | 0.24% | — | 358 | +3,799 | New | Q4 2025 | Feb 13, 2026 |
| Ellevest, Inc. | History | No change | 3,813 | 240 | 0.03% | 0.03% | 357 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 3,692 | 233 | 0.01% | 0.01% | 359 | -18 | -0.49% | Q4 2025 | Jan 29, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 3,643 | 230 | 0.0% | 0.0% | 360 | -238 | -6.13% | Q4 2025 | Feb 17, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | No change | 3,642 | 230 | 0.05% | 0.06% | 361 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Campbell Deegan Wealth Management, LLC | History | Added to | 3,627 | 229 | 0.18% | 0.2% | 362 | +13 | 0.36% | Q4 2025 | Jan 22, 2026 |
| WHITTIER TRUST CO | History | Reduced | 3,481 | 223 | 0.0% | 0.0% | 363 | -1,521 | -30.41% | Q4 2025 | Jan 26, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 3,500 | 221 | 0.01% | 0.01% | 364 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Added to | 3,450 | 217 | 0.03% | 0.04% | 365 | +20 | 0.58% | Q4 2025 | Feb 11, 2026 |
| ASSETMARK, INC | History | New | 3,420 | 216 | 0.0% | — | 366 | +3,420 | New | Q4 2025 | Jan 23, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 3,425 | 216 | 0.0% | 0.01% | 367 | -1,038 | -23.26% | Q4 2025 | Feb 13, 2026 |
| Maia Wealth LLC | History | Added to | 3,420 | 216 | 0.04% | 0.04% | 368 | +50 | 1.48% | Q4 2025 | Feb 17, 2026 |
| Dakota Wealth Management | History | New | 3,397 | 214 | 0.0% | — | 369 | +3,397 | New | Q4 2025 | Jan 13, 2026 |
| REGIMEN WEALTH, LLC | History | Added to | 3,351 | 211 | 0.06% | 0.06% | 371 | +13 | 0.39% | Q4 2025 | Feb 09, 2026 |
| Saxony Capital Management, LLC | History | No change | 3,350 | 211 | 0.13% | 0.14% | 370 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Balefire, LLC | History | New | 3,337 | 210 | 0.04% | — | 372 | +3,337 | New | Q4 2025 | Jan 12, 2026 |
| Axis Wealth Partners, LLC | History | New | 3,329 | 210 | 0.12% | — | 373 | +3,329 | New | Q4 2025 | Jan 30, 2026 |
| Wall Street Financial Group, Inc. | History | Added to | 3,261 | 206 | 0.15% | 0.15% | 374 | +1 | 0.03% | Q4 2025 | Jan 16, 2026 |
| Financial Partners Group, Inc | History | New | 3,142 | 200 | 0.02% | — | 375 | +3,142 | New | Q4 2025 | Feb 03, 2026 |
| Triumph Capital Management | History | Reduced | 3,044 | 192 | 0.04% | 0.06% | 376 | -584 | -16.1% | Q4 2025 | Feb 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 2,367 | 149 | 0.0% | — | 377 | +2,367 | New | Q4 2025 | Feb 17, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 2,284 | 144 | 0.12% | 0.13% | 378 | +9 | 0.4% | Q4 2025 | Jan 26, 2026 |
| REICON WEALTH ADVISORS, LLC | History | New | 2,198 | 138 | 0.1% | — | 379 | +2,198 | New | Q4 2025 | Jan 30, 2026 |
| Arax Advisory Partners | History | New | 2,156 | 136 | 0.0% | — | 380 | +2,156 | New | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,073 | 130 | 0.0% | 0.0% | 381 | +295 | 16.59% | Q4 2025 | Feb 09, 2026 |
| Lavaca Capital LLC | History | No change | 1,939 | 122 | 0.02% | 0.02% | 382 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,842 | 116 | 0.0% | 0.0% | 383 | +313 | 20.47% | Q4 2025 | Feb 13, 2026 |
| Banco de Sabadell, S.A | History | No change | 1,796 | 113 | 0.07% | 0.07% | 384 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,695 | 107 | 0.0% | 0.0% | 385 | +858 | 102.51% | Q4 2025 | Feb 12, 2026 |
| CENTRAL TRUST Co | History | New | 1,386 | 87 | 0.0% | — | 386 | +1,386 | New | Q4 2025 | Feb 02, 2026 |
| SageView Advisory Group, LLC | History | New | 1,299 | 82 | 0.0% | — | 387 | +1,299 | New | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | No change | 1,154 | 72 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,124 | 71 | 0.0% | — | 389 | +1,124 | New | Q4 2025 | Feb 03, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,047 | 66 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Longview Financial Advisors LLC | History | No change | 1,054 | 66 | 0.04% | 0.04% | 391 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1,009 | 64 | 0.0% | 0.0% | 392 | -153 | -13.17% | Q4 2025 | Feb 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 982 | 63 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Root Financial Partners, LLC | History | Reduced | 979 | 61 | 0.0% | 0.01% | 394 | -337 | -25.61% | Q4 2025 | Feb 10, 2026 |
| Abound Wealth Management | History | No change | 964 | 60 | 0.01% | 0.02% | 395 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Asset Dedication, LLC | History | No change | 940 | 59 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 904 | 57 | 0.02% | 0.02% | 397 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 852 | 53 | 0.02% | 0.02% | 398 | -153 | -15.22% | Q4 2025 | Jan 22, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 622 | 39 | 0.02% | — | 399 | +622 | New | Q4 2025 | Feb 06, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 609 | 38 | 0.01% | 0.01% | 401 | +2 | 0.33% | Q4 2025 | Jan 30, 2026 |
| SouthState Bank Corp | History | No change | 606 | 38 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Operose Advisors LLC | History | Added to | 594 | 37 | 0.01% | 0.01% | 403 | +235 | 65.46% | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Added to | 591 | 37 | 0.0% | 0.0% | 402 | +103 | 21.11% | Q4 2025 | Jan 26, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 478 | 30 | 0.0% | 0.0% | 404 | -61 | -11.32% | Q4 2025 | Feb 05, 2026 |
| BXM Wealth LLC | History | New | 34,225 | 27 | 0.02% | — | 405 | +34,225 | New | Q4 2025 | Jan 20, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 396 | 25 | 0.01% | 0.03% | 406 | -1,354 | -77.37% | Q4 2025 | Jan 15, 2026 |
| Roxbury Financial LLC | History | Added to | 318 | 20 | 0.02% | 0.02% | 407 | +1 | 0.32% | Q4 2025 | Jan 05, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 304 | 19 | 0.0% | 0.0% | 408 | +160 | 111.11% | Q4 2025 | Jan 20, 2026 |
| Tripletail Wealth Management, LLC | History | No change | 300 | 18 | 0.02% | 0.02% | 409 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 256 | 16 | 0.0% | — | 410 | +256 | New | Q4 2025 | Feb 09, 2026 |
| Strive Financial Group ,LLC | History | New | 255 | 16 | 0.01% | — | 413 | +255 | New | Q4 2025 | Feb 18, 2026 |
| Ancora Advisors LLC | History | Reduced | 258 | 16 | 0.0% | 0.0% | 411 | -85 | -24.78% | Q4 2025 | Feb 17, 2026 |
| Financial Management Professionals, Inc. | History | No change | 259 | 16 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BFSG, LLC | History | New | 240 | 15 | 0.0% | — | 414 | +240 | New | Q4 2025 | Jan 22, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 245 | 15 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 239 | 15 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| City State Bank | History | New | 215 | 13 | 0.0% | — | 417 | +215 | New | Q4 2025 | Jan 28, 2026 |
| REAP Financial Group, LLC | History | New | 210 | 13 | 0.0% | — | 418 | +210 | New | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | No change | 192 | 12 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Horizon Investments, LLC | History | No change | 200 | 12 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 201 | 12 | 0.0% | 0.01% | 421 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Key FInancial Inc | History | No change | 200 | 12 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 200 | 12 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Kingdom Financial Group LLC. | History | New | 182 | 11 | 0.0% | — | 426 | +182 | New | Q4 2025 | Feb 06, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 185 | 11 | 0.0% | 0.0% | 424 | +1 | 0.54% | Q4 2025 | Feb 17, 2026 |
| Sound Income Strategies, LLC | History | No change | 186 | 11 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Crewe Advisors LLC | History | Added to | 167 | 10 | 0.0% | 0.0% | 427 | +40 | 31.5% | Q4 2025 | Jan 16, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 146 | 9 | 0.0% | — | 430 | +146 | New | Q4 2025 | Feb 09, 2026 |
| US BANCORP \DE\ | History | Reduced | 151 | 9 | 0.0% | 0.0% | 428 | -117 | -43.66% | Q4 2025 | Jan 30, 2026 |
| Heritage Wealth Advisors | History | No change | 153 | 9 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Archer Investment Corp | History | No change | 130 | 8 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Valued Wealth Advisors LLC | History | No change | 104 | 6 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 83 | 5 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| New Millennium Group LLC | History | New | 70 | 4 | 0.0% | — | 434 | +70 | New | Q4 2025 | Feb 06, 2026 |
| Dorato Capital Management | History | New | 48 | 3 | 0.0% | — | 435 | +48 | New | Q4 2025 | Jan 16, 2026 |
| ROGCO, LP | History | No change | 36 | 2 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Sankala Group LLC | History | New | 30 | 1 | 0.0% | — | 438 | +30 | New | Q4 2025 | Mar 02, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 24 | 1 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Mason & Associates Inc | History | Closed out | 0 | 0 | — | 17.5% | — | -1,381,590 | -100.0% | Q3 2025 | Nov 07, 2025 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.23% | — | -135,305 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Members Advisory Group LLC | History | Closed out | 0 | 0 | — | 2.89% | — | -129,763 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Tandem Financial, LLC | History | Closed out | 0 | 0 | — | 2.74% | — | -116,943 | -100.0% | Q3 2025 | Oct 31, 2025 |
| FDx Advisors, Inc. | History | Closed out | 0 | 0 | — | 2.0% | — | -106,286 | -100.0% | Q3 2025 | Nov 04, 2025 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -39,561 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Main Street Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -30,207 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -26,400 | -100.0% | Q3 2025 | Nov 13, 2025 |
| WEALTH ALLIANCE, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -7,498 | -100.0% | Q3 2025 | Nov 07, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,616 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Gateway Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,490 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Runnymede Capital Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.21% | — | -3,959 | -100.0% | Q3 2025 | Nov 05, 2025 |
| FSA WEALTH PARTNERS, INC. | History | Closed out | 0 | 0 | — | 0.09% | — | -3,722 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Sovran Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,468 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Lantern Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -3,457 | -100.0% | Q3 2025 | Nov 26, 2025 |
| Fortis Group Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,349 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Wallace Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -3,333 | -100.0% | Q3 2025 | Oct 16, 2025 |
| TOWNSQUARE CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,307 | -100.0% | Q3 2025 | Nov 03, 2025 |
| New Republic Capital, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,869 | -100.0% | Q3 2025 | Oct 27, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,550 | -100.0% | Q3 2025 | Nov 03, 2025 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -902 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.02% | — | -900 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -759 | -100.0% | Q3 2025 | Oct 23, 2025 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -636 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -620 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Koesten, Hirschmann & Crabtree, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -555 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -180 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -63 | -100.0% | Q3 2025 | Oct 22, 2025 |
| CVA Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q3 2025 | Oct 30, 2025 |
| BARRETT & COMPANY, INC. | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Jan 28, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 09, 2026 |
| DecisionPoint Financial, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 29, 2026 |