SPDR SERIES TRUST - MDYG
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Reduced | 1,750,018 | 161,754 | 0.04% | 0.05% | 1 | -25,017 | -1.41% | Q4 2025 | Feb 11, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 1,320,819 | 122,083 | 0.23% | 0.24% | 2 | -25,303 | -1.88% | Q4 2025 | Feb 12, 2026 |
| AE Wealth Management LLC | History | Added to | 1,084,310 | 100,222 | 0.58% | 0.5% | 3 | +224,654 | 26.13% | Q4 2025 | Jan 26, 2026 |
| NorthRock Partners, LLC | History | Reduced | 1,054,792 | 97,494 | 1.64% | 1.75% | 4 | -2,995 | -0.28% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 767,912 | 70,978 | 0.0% | 0.0% | 5 | +92,943 | 13.77% | Q4 2025 | Feb 13, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 497,231 | 45,959 | 2.97% | 3.03% | 6 | +8,284 | 1.69% | Q4 2025 | Feb 18, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 464,207 | 42,906 | 0.01% | 0.01% | 7 | +38,333 | 9.0% | Q4 2025 | Feb 18, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 410,969 | 37,985 | 0.03% | 0.06% | 8 | -308,131 | -42.85% | Q4 2025 | Feb 13, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 362,213 | 33,479 | 1.12% | 1.16% | 9 | -7,555 | -2.04% | Q4 2025 | Feb 09, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 340,767 | 31,497 | 0.35% | 0.63% | 10 | -264,436 | -43.69% | Q4 2025 | Feb 02, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 337,440 | 31,189 | 0.02% | 0.02% | 11 | +89,535 | 36.12% | Q4 2025 | Feb 17, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 331,315 | 30,647 | 1.6% | 1.6% | 12 | +11,455 | 3.58% | Q4 2025 | Mar 04, 2026 |
| Klingman & Associates, LLC | History | Added to | 326,092 | 30,140 | 1.45% | 1.5% | 13 | +260 | 0.08% | Q4 2025 | Jan 29, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 324,112 | 29,957 | 1.23% | 1.22% | 14 | +8,048 | 2.55% | Q4 2025 | Jan 27, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 320,940 | 29,664 | 1.57% | 0.14% | 15 | +294,255 | 1102.7% | Q4 2025 | Feb 04, 2026 |
| Private Advisor Group, LLC | History | Added to | 302,597 | 27,969 | 0.13% | 0.12% | 16 | +40,265 | 15.35% | Q4 2025 | Feb 17, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 288,467 | 26,663 | 0.75% | 0.64% | 17 | +43,037 | 17.54% | Q4 2025 | Feb 05, 2026 |
| HighTower Advisors, LLC | History | Reduced | 277,587 | 25,657 | 0.03% | 0.03% | 18 | -34,592 | -11.08% | Q4 2025 | Feb 06, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 276,185 | 25,528 | 0.72% | 0.44% | 19 | +198,955 | 257.61% | Q4 2025 | Feb 10, 2026 |
| Convergence Financial, LLC | History | Added to | 269,100 | 24,872 | 3.63% | 3.6% | 20 | +7,013 | 2.68% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 260,118 | 24,042 | 0.01% | 0.0% | 21 | +24,783 | 10.53% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 255,157 | 23,584 | 0.0% | 0.0% | 22 | -6,232 | -2.38% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 254,048 | 23,481 | 0.0% | 0.0% | 23 | +11,531 | 4.75% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 246,622 | 22,795 | 0.01% | 0.01% | 24 | +21,735 | 9.66% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 216,664 | 20,026 | 0.03% | 0.03% | 25 | -4,491 | -2.03% | Q4 2025 | Feb 12, 2026 |
| Shakespeare Wealth Management, LLC | History | Added to | 211,441 | 19,543 | 4.32% | 4.33% | 26 | +3,590 | 1.73% | Q4 2025 | Feb 06, 2026 |
| Mariner, LLC | History | Added to | 205,245 | 18,970 | 0.02% | 0.02% | 27 | +40,108 | 24.29% | Q4 2025 | Feb 13, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 191,092 | 17,662 | 1.79% | 1.81% | 28 | -993 | -0.52% | Q4 2025 | Jan 22, 2026 |
| McAdam, LLC | History | Reduced | 182,193 | 16,840 | 0.77% | 0.83% | 29 | -2,824 | -1.53% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 159,559 | 14,873 | 0.02% | 0.02% | 30 | +19,788 | 14.16% | Q4 2025 | Mar 09, 2026 |
| SFG Wealth Management, LLC. | History | Added to | 160,379 | 14,823 | 5.82% | 5.85% | 31 | +12,930 | 8.77% | Q4 2025 | Feb 03, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 151,346 | 13,988 | 0.0% | 0.01% | 32 | -314,535 | -67.51% | Q4 2025 | Feb 10, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 151,119 | 13,967 | 0.02% | 0.02% | 33 | +1,960 | 1.31% | Q4 2025 | Feb 02, 2026 |
| BALANCED WEALTH GROUP LLC | History | Added to | 140,134 | 12,850 | 4.7% | 5.17% | 34 | +5,324 | 3.95% | Q4 2025 | Jan 13, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 131,018 | 12,109 | 0.18% | 0.31% | 35 | -108,869 | -45.38% | Q4 2025 | Jan 05, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 124,338 | 11,492 | 0.16% | 0.16% | 36 | -6,669 | -5.09% | Q4 2025 | Feb 13, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 116,226 | 10,742 | 1.2% | 1.25% | 37 | -1,780 | -1.51% | Q4 2025 | Jan 08, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 114,421 | 10,576 | 0.03% | 0.03% | 38 | -2,488 | -2.13% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Added to | 113,379 | 10,479 | 0.01% | 0.01% | 39 | +5,753 | 5.35% | Q4 2025 | Feb 17, 2026 |
| JNBA Financial Advisors | History | Reduced | 98,866 | 9,138 | 0.8% | 0.84% | 40 | -2,670 | -2.63% | Q4 2025 | Jan 26, 2026 |
| ERn Financial, LLC | History | Added to | 92,965 | 8,592 | 1.62% | 1.66% | 41 | +1,274 | 1.39% | Q4 2025 | Jan 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 89,545 | 8,276 | 0.07% | 0.01% | 42 | +78,864 | 738.36% | Q4 2025 | Jan 26, 2026 |
| UBS Group AG | History | Reduced | 88,153 | 8,147 | 0.0% | 0.0% | 43 | -8,911 | -9.18% | Q4 2025 | Jan 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 87,477 | 8,087 | 0.01% | 0.01% | 44 | -18,279 | -17.28% | Q4 2025 | Feb 17, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 80,643 | 7,453 | 0.83% | 0.84% | 45 | +2,838 | 3.65% | Q4 2025 | Feb 13, 2026 |
| Marathon Mission, Inc. | History | Added to | 79,736 | 7,369 | 4.26% | 4.27% | 46 | +1,484 | 1.9% | Q4 2025 | Jan 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 75,049 | 6,936 | 0.08% | 0.08% | 47 | +3,004 | 4.17% | Q4 2025 | Jan 20, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 70,524 | 6,913 | 0.17% | 0.17% | 48 | +1,833 | 2.67% | Q4 2025 | Jan 28, 2026 |
| CWM, LLC | History | Added to | 71,056 | 6,568 | 0.02% | 0.01% | 49 | +27,898 | 64.64% | Q4 2025 | Jan 26, 2026 |
| WealthShield Partners, LLC | History | Reduced | 70,772 | 6,541 | 0.72% | 0.75% | 50 | -1,316 | -1.83% | Q4 2025 | Feb 03, 2026 |
| ROYAL BANK OF CANADA | History | New | 70,331 | 6,500 | 0.0% | — | 51 | +70,331 | New | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 69,638 | 6,436 | 0.02% | — | 52 | +69,638 | New | Q4 2025 | Feb 13, 2026 |
| Prestige Wealth Management Group LLC | History | Reduced | 69,442 | 6,418 | 1.22% | 1.23% | 53 | -201 | -0.29% | Q4 2025 | Feb 11, 2026 |
| Diligent Investors, LLC | History | Reduced | 60,609 | 5,602 | 1.38% | 1.48% | 54 | -3,202 | -5.02% | Q4 2025 | Jan 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 57,792 | 5,341 | 0.01% | 0.01% | 55 | +5,383 | 10.27% | Q4 2025 | Feb 13, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 57,369 | 5,302 | 0.42% | 0.38% | 56 | +7,997 | 16.2% | Q4 2025 | Feb 04, 2026 |
| May Barnhard Investments LLC | History | Reduced | 56,067 | 5,182 | 2.45% | 2.57% | 57 | -4,409 | -7.29% | Q4 2025 | Jan 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 53,055 | 4,903 | 0.0% | 0.0% | 58 | +9,675 | 22.3% | Q4 2025 | Mar 25, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 48,314 | 4,466 | 0.01% | 0.01% | 59 | -9,388 | -16.27% | Q4 2025 | Feb 05, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 46,953 | 4,339 | 0.5% | 0.5% | 60 | +1,184 | 2.59% | Q4 2025 | Feb 10, 2026 |
| Capital Analysts, LLC | History | Reduced | 46,294 | 4,279 | 0.13% | 0.13% | 61 | -1,143 | -2.41% | Q4 2025 | Feb 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 46,255 | 4,275 | 0.01% | 0.01% | 62 | -69 | -0.15% | Q4 2025 | Feb 18, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 45,523 | 4,207 | 0.39% | 0.41% | 63 | -1,728 | -3.66% | Q4 2025 | Feb 10, 2026 |
| Equitable Holdings, Inc. | History | Added to | 43,880 | 4,055 | 0.03% | 0.03% | 64 | +1,981 | 4.73% | Q4 2025 | Feb 17, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 43,640 | 4,034 | 0.31% | 0.34% | 65 | -3,232 | -6.9% | Q4 2025 | Feb 10, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 42,506 | 3,928 | 0.15% | 0.15% | 66 | -343 | -0.8% | Q4 2025 | Feb 17, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 42,082 | 3,889 | 0.44% | 0.38% | 67 | +6,339 | 17.73% | Q4 2025 | Jan 14, 2026 |
| Creative Planning | History | Reduced | 41,756 | 3,859 | 0.0% | 0.0% | 68 | -2,906 | -6.51% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | New | 41,535 | 3,839 | 0.0% | — | 69 | +41,535 | New | Q4 2025 | Feb 12, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 39,850 | 3,683 | 0.27% | 0.25% | 70 | +7,868 | 24.6% | Q4 2025 | Feb 02, 2026 |
| Tempo Wealth, LLC | History | New | 37,396 | 3,456 | 0.62% | — | 71 | +37,396 | New | Q4 2025 | Feb 25, 2026 |
| CHARTIST INC /CA/ | History | Added to | 5,183 | 3,126 | 2.12% | 2.1% | 72 | +24 | 0.47% | Q4 2025 | Feb 10, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 33,538 | 3,099 | 0.15% | 0.19% | 73 | -576 | -1.69% | Q4 2025 | Jan 28, 2026 |
| Bill Few Associates, Inc. | History | Added to | 33,042 | 3,054 | 0.75% | 0.71% | 74 | +2,944 | 9.78% | Q4 2025 | Jan 12, 2026 |
| Occidental Asset Management, LLC | History | Reduced | 31,416 | 2,903 | 0.35% | 0.37% | 75 | -868 | -2.69% | Q4 2025 | Jan 08, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 31,343 | 2,897 | 0.03% | 0.03% | 76 | -1,825 | -5.5% | Q4 2025 | Feb 05, 2026 |
| Wealth Watch Advisors, INC | History | Reduced | 30,803 | 2,847 | 1.06% | 1.18% | 77 | -403 | -1.29% | Q4 2025 | Feb 17, 2026 |
| Courage Miller Partners, LLC | History | Reduced | 30,785 | 2,845 | 0.86% | 0.85% | 78 | -287 | -0.92% | Q4 2025 | Jan 26, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 30,663 | 2,834 | 0.12% | 0.09% | 79 | +8,438 | 37.97% | Q4 2025 | Feb 10, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 30,375 | 2,807 | 0.07% | 0.07% | 80 | +2,286 | 8.14% | Q4 2025 | Jan 28, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 29,366 | 2,714 | 0.3% | 0.39% | 81 | -6,809 | -18.82% | Q4 2025 | Feb 13, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 29,206 | 2,699 | 0.04% | 0.06% | 82 | -11,212 | -27.74% | Q4 2025 | Feb 09, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 28,827 | 2,664 | 0.7% | 0.66% | 83 | +3,048 | 11.82% | Q4 2025 | Jan 14, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 28,599 | 2,643 | 1.27% | 1.28% | 84 | -230 | -0.8% | Q4 2025 | Feb 05, 2026 |
| Investors Research Corp | History | Reduced | 28,452 | 2,629 | 0.48% | 0.49% | 85 | -371 | -1.29% | Q4 2025 | Jan 06, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 28,160 | 2,602 | 0.17% | 0.19% | 86 | -2,710 | -8.78% | Q4 2025 | Feb 03, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Added to | 27,998 | 2,587 | 1.64% | 1.6% | 87 | +1,885 | 7.22% | Q4 2025 | Feb 04, 2026 |
| Clarus Wealth Advisors | History | New | 26,205 | 2,559 | 1.06% | — | 88 | +26,205 | New | Q4 2025 | Jan 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 26,609 | 2,459 | 0.0% | 0.0% | 89 | +20,001 | 302.68% | Q4 2025 | Feb 17, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Reduced | 25,580 | 2,364 | 0.52% | 1.09% | 90 | -26,217 | -50.61% | Q4 2025 | Jan 13, 2026 |
| Brookstone Capital Management | History | Reduced | 25,226 | 2,331 | 0.03% | 0.03% | 91 | -191 | -0.75% | Q4 2025 | Jan 15, 2026 |
| CITIGROUP INC | History | Reduced | 25,114 | 2,321 | 0.0% | 0.0% | 92 | -38,089 | -60.26% | Q4 2025 | Feb 13, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 24,162 | 2,233 | 0.52% | 0.39% | 93 | +6,962 | 40.48% | Q4 2025 | Jan 27, 2026 |
| World Investment Advisors | History | Added to | 23,911 | 2,210 | 0.04% | 0.04% | 94 | +4,376 | 22.4% | Q4 2025 | Mar 12, 2026 |
| Barden Capital Management, Inc. | History | Added to | 23,569 | 2,178 | 1.79% | 1.69% | 95 | +1,417 | 6.4% | Q4 2025 | Jan 06, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 23,383 | 2,161 | 0.05% | 0.07% | 96 | -4,897 | -17.32% | Q4 2025 | Feb 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 23,235 | 2,147 | 0.0% | 0.0% | 97 | +18,220 | 363.31% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 22,369 | 2,067 | 0.0% | 0.0% | 98 | +1,049 | 4.92% | Q4 2025 | Feb 11, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 22,125 | 2,045 | 0.05% | 0.07% | 99 | -4,918 | -18.19% | Q4 2025 | Jan 23, 2026 |
| US BANCORP \DE\ | History | Reduced | 22,081 | 2,040 | 0.0% | 0.0% | 100 | -38 | -0.17% | Q4 2025 | Jan 30, 2026 |
| Asset Management Group, Inc. | History | Added to | 20,940 | 1,935 | 0.31% | 0.31% | 101 | +39 | 0.19% | Q4 2025 | Feb 17, 2026 |
| GEN Financial Management, INC. | History | Added to | 20,812 | 1,923 | 1.21% | 1.59% | 102 | +722 | 3.59% | Q4 2025 | Jan 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 20,612 | 1,905 | 0.0% | 0.0% | 103 | +11,854 | 135.35% | Q4 2025 | Feb 17, 2026 |
| Mach-1 Financial Group, LLC | History | New | 20,576 | 1,901 | 0.39% | — | 104 | +20,576 | New | Q4 2025 | Feb 06, 2026 |
| Argent Trust Co | History | No change | 20,131 | 1,860 | 0.06% | 0.07% | 105 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Advisor OS, LLC | History | Added to | 20,070 | 1,855 | 0.15% | 0.06% | 106 | +12,240 | 156.32% | Q4 2025 | Feb 04, 2026 |
| MAI Capital Management | History | Added to | 19,262 | 1,780 | 0.01% | 0.01% | 107 | +1,550 | 8.75% | Q4 2025 | Feb 13, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 19,060 | 1,761 | 0.12% | 0.12% | 108 | +195 | 1.03% | Q4 2025 | Jan 27, 2026 |
| MidFirst Bank | History | New | 18,917 | 1,748 | 0.14% | — | 109 | +18,917 | New | Q4 2025 | Feb 25, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 17,899 | 1,730 | 0.0% | 0.0% | 110 | -178 | -0.98% | Q4 2025 | Jan 08, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 18,183 | 1,727 | 0.15% | 0.14% | 111 | +820 | 4.72% | Q4 2025 | Jan 28, 2026 |
| Destiny Capital Corp/CO | History | Reduced | 18,023 | 1,665 | 0.86% | 0.9% | 112 | -9 | -0.05% | Q4 2025 | Jan 23, 2026 |
| NewEdge Advisors, LLC | History | Added to | 17,964 | 1,660 | 0.01% | 0.01% | 113 | +837 | 4.89% | Q4 2025 | Feb 18, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 17,796 | 1,644 | 0.0% | 0.0% | 114 | -1,607 | -8.28% | Q4 2025 | Feb 17, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 17,608 | 1,627 | 0.81% | 0.81% | 115 | -80 | -0.45% | Q4 2025 | Jan 30, 2026 |
| Key FInancial Inc | History | Reduced | 17,468 | 1,614 | 0.29% | 0.31% | 116 | -934 | -5.08% | Q4 2025 | Feb 09, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 16,967 | 1,568 | 0.05% | 0.05% | 117 | -254 | -1.47% | Q4 2025 | Jan 06, 2026 |
| Spire Wealth Management | History | Reduced | 16,909 | 1,562 | 0.05% | 0.06% | 118 | -3,004 | -15.09% | Q4 2025 | Jan 14, 2026 |
| COMERICA BANK | History | Reduced | 16,548 | 1,529 | 0.01% | 0.01% | 119 | -1,414 | -7.87% | Q4 2025 | Jan 29, 2026 |
| Western Wealth Management, LLC | History | Reduced | 16,331 | 1,509 | 0.07% | 0.08% | 120 | -54 | -0.33% | Q4 2025 | Feb 05, 2026 |
| &PARTNERS | History | Added to | 16,138 | 1,491 | 0.01% | 0.0% | 121 | +10,602 | 191.51% | Q4 2025 | Feb 17, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 16,074 | 1,485 | 0.4% | 0.59% | 122 | +629 | 4.07% | Q4 2025 | Feb 09, 2026 |
| Broadview Financial Management, LLC | History | Reduced | 15,891 | 1,468 | 0.98% | 0.98% | 123 | -29 | -0.18% | Q4 2025 | Feb 13, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 13,880 | 1,341 | 0.3% | 0.34% | 124 | -978 | -6.58% | Q4 2025 | Jan 23, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 13,585 | 1,255 | 0.03% | 0.03% | 125 | +678 | 5.25% | Q4 2025 | Feb 03, 2026 |
| New England Capital Financial Advisors LLC | History | Added to | 13,358 | 1,234 | 0.48% | 0.49% | 126 | +762 | 6.05% | Q4 2025 | Feb 02, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 13,266 | 1,226 | 0.04% | 0.05% | 127 | -2,764 | -17.24% | Q4 2025 | Jan 07, 2026 |
| Trilogy Capital Inc. | History | Added to | 13,110 | 1,211 | 0.05% | 0.06% | 128 | +31 | 0.24% | Q4 2025 | Jan 22, 2026 |
| LTG Capital LLC | History | Added to | 13,037 | 1,205 | 0.94% | 0.9% | 129 | +481 | 3.83% | Q4 2025 | Feb 11, 2026 |
| Payne Capital Management, LLC | History | Added to | 12,759 | 1,179 | 0.37% | 0.37% | 130 | +74 | 0.58% | Q4 2025 | Feb 02, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 12,623 | 1,166 | 0.01% | 0.01% | 131 | +443 | 3.64% | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 12,422 | 1,148 | 0.05% | 0.01% | 132 | +10,087 | 431.99% | Q4 2025 | Jan 21, 2026 |
| EP Wealth Advisors, LLC | History | New | 12,420 | 1,147 | 0.01% | — | 133 | +12,420 | New | Q4 2025 | Feb 18, 2026 |
| PFG Advisors | History | Added to | 12,388 | 1,145 | 0.06% | 0.03% | 134 | +3,177 | 34.49% | Q4 2025 | Jan 27, 2026 |
| Visionary Wealth Advisors | History | Reduced | 12,054 | 1,114 | 0.05% | 0.08% | 135 | -7,421 | -38.11% | Q4 2025 | Feb 13, 2026 |
| Parcion Private Wealth LLC | History | Reduced | 11,956 | 1,105 | 0.07% | 0.07% | 136 | -184 | -1.52% | Q4 2025 | Jan 26, 2026 |
| CENTRAL TRUST Co | History | Reduced | 11,793 | 1,090 | 0.02% | 0.02% | 137 | -719 | -5.75% | Q4 2025 | Feb 02, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 11,792 | 1,089 | 0.03% | 0.03% | 138 | +107 | 0.92% | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | Added to | 11,760 | 1,086 | 0.04% | 0.03% | 139 | +922 | 8.51% | Q4 2025 | Feb 06, 2026 |
| Composition Wealth, LLC | History | Reduced | 11,633 | 1,075 | 0.02% | 0.02% | 140 | -4,345 | -27.19% | Q4 2025 | Feb 02, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 11,431 | 1,056 | 0.29% | 0.29% | 141 | +6 | 0.05% | Q4 2025 | Feb 04, 2026 |
| SCS Capital Management LLC | History | Added to | 11,305 | 1,044 | 0.01% | 0.01% | 142 | +2 | 0.02% | Q4 2025 | Feb 10, 2026 |
| Lewis Asset Management, LLC | History | Reduced | 11,015 | 1,018 | 0.41% | 0.42% | 143 | -259 | -2.3% | Q4 2025 | Jan 15, 2026 |
| IFP Advisors, Inc | History | Added to | 10,883 | 1,005 | 0.02% | 0.02% | 144 | +920 | 9.23% | Q4 2025 | Feb 06, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 10,748 | 993 | 0.03% | — | 145 | +10,748 | New | Q4 2025 | Feb 13, 2026 |
| Portside Wealth Group, LLC | History | Added to | 10,600 | 979 | 0.13% | 0.12% | 146 | +1,285 | 13.79% | Q4 2025 | Jan 21, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 10,564 | 976 | 0.07% | 0.07% | 147 | +181 | 1.74% | Q4 2025 | Jan 16, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 10,522 | 973 | 0.0% | — | 148 | +10,522 | New | Q4 2025 | Feb 10, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 10,352 | 956 | 0.17% | 0.02% | 149 | -1,411 | -12.0% | Q4 2025 | Mar 04, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 10,231 | 945 | 0.0% | 0.0% | 150 | +1,111 | 12.18% | Q4 2025 | Feb 13, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 10,174 | 940 | 0.53% | 0.54% | 151 | +711 | 7.51% | Q4 2025 | Feb 03, 2026 |
| FMR LLC | History | Added to | 10,166 | 939 | 0.0% | 0.0% | 152 | +745 | 7.91% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 10,014 | 925 | 0.0% | 0.0% | 153 | +579 | 6.14% | Q4 2025 | Feb 13, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 9,556 | 883 | 0.04% | 0.04% | 154 | -519 | -5.15% | Q4 2025 | Feb 12, 2026 |
| Fairscale Capital, LLC | History | No change | 9,533 | 881 | 0.58% | 0.6% | 155 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 9,231 | 853 | 0.13% | 0.13% | 156 | -299 | -3.14% | Q4 2025 | Feb 10, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Reduced | 8,639 | 852 | 0.05% | 0.05% | 157 | -370 | -4.11% | Q4 2025 | Jan 26, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 9,156 | 846 | 0.01% | 0.01% | 158 | -1,405 | -13.3% | Q4 2025 | Feb 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 9,146 | 845 | 0.01% | — | 159 | +9,146 | New | Q4 2025 | Feb 17, 2026 |
| XY Planning Network, Inc. | History | No change | 8,983 | 830 | 0.14% | 0.27% | 160 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 8,554 | 790 | 0.02% | 0.02% | 161 | -959 | -10.08% | Q4 2025 | Feb 17, 2026 |
| KPP Advisory Services LLC | History | Added to | 8,452 | 781 | 0.11% | 0.11% | 162 | +678 | 8.72% | Q4 2025 | Feb 02, 2026 |
| BROWN ADVISORY INC | History | Added to | 8,360 | 772 | 0.0% | 0.0% | 163 | +18 | 0.22% | Q4 2025 | Feb 13, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 8,279 | 765 | 0.04% | 0.04% | 164 | -279 | -3.26% | Q4 2025 | Jan 07, 2026 |
| NWAM LLC | History | Reduced | 8,013 | 754 | 0.04% | 0.04% | 165 | -8 | -0.1% | Q4 2025 | Feb 04, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 7,939 | 733 | 0.08% | 0.09% | 166 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 7,914 | 731 | 0.0% | 0.0% | 167 | -948 | -10.7% | Q4 2025 | Feb 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 7,728 | 714 | 0.01% | 0.01% | 168 | -228 | -2.87% | Q4 2025 | Feb 18, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 7,689 | 710 | 0.13% | 0.14% | 169 | -915 | -10.63% | Q4 2025 | Jan 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 7,676 | 709 | 0.01% | 0.01% | 170 | -1 | -0.01% | Q4 2025 | Feb 12, 2026 |
| Essex Financial Services, Inc. | History | Added to | 7,596 | 702 | 0.04% | 0.04% | 171 | +2 | 0.03% | Q4 2025 | Feb 10, 2026 |
| Integrated Advisors Network LLC | History | Added to | 7,554 | 698 | 0.03% | 0.03% | 172 | +1 | 0.01% | Q4 2025 | Feb 17, 2026 |
| WILLNER & HELLER, LLC | History | Reduced | 7,410 | 684 | 0.49% | 0.54% | 173 | -270 | -3.52% | Q4 2025 | Jan 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 7,211 | 666 | 0.01% | 0.01% | 174 | -262 | -3.51% | Q4 2025 | Jan 23, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 7,168 | 662 | 0.08% | 0.09% | 175 | -469 | -6.14% | Q4 2025 | Jan 09, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 7,169 | 662 | 0.02% | 0.02% | 176 | -435 | -5.72% | Q4 2025 | Jan 12, 2026 |
| Net Worth Advisory Group | History | New | 7,055 | 652 | 0.13% | — | 177 | +7,055 | New | Q4 2025 | Jan 14, 2026 |
| Advisors Capital Management, LLC | History | Added to | 7,045 | 651 | 0.01% | 0.01% | 178 | +230 | 3.37% | Q4 2025 | Jan 29, 2026 |
| Mystic Asset Management, Inc. | History | Reduced | 6,900 | 637 | 0.14% | 0.15% | 179 | -200 | -2.82% | Q4 2025 | Jan 28, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 6,880 | 635 | 0.05% | 0.05% | 180 | -142 | -2.02% | Q4 2025 | Feb 06, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Reduced | 6,869 | 634 | 0.22% | 0.25% | 181 | -513 | -6.95% | Q4 2025 | Feb 13, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 6,795 | 628 | 0.25% | 0.22% | 182 | +882 | 14.92% | Q4 2025 | Feb 04, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 6,611 | 611 | 0.01% | 0.02% | 183 | -4,689 | -41.5% | Q4 2025 | Feb 12, 2026 |
| Krilogy Financial LLC | History | Reduced | 6,228 | 610 | 0.02% | 0.02% | 184 | -113 | -1.78% | Q4 2025 | Jan 27, 2026 |
| Independent Advisor Alliance | History | Added to | 6,596 | 609 | 0.01% | 0.01% | 185 | +866 | 15.11% | Q4 2025 | Feb 04, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 6,498 | 600 | 0.2% | 0.18% | 186 | +127 | 1.99% | Q4 2025 | Jan 13, 2026 |
| Avestar Capital, LLC | History | Reduced | 6,358 | 587 | 0.04% | 0.04% | 187 | -19 | -0.3% | Q4 2025 | Feb 10, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 6,331 | 585 | 0.03% | 0.03% | 188 | +1 | 0.02% | Q4 2025 | Jan 29, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | No change | 6,425 | 585 | 0.16% | 0.18% | 189 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 6,290 | 581 | 0.01% | 0.01% | 190 | -142 | -2.21% | Q4 2025 | Feb 06, 2026 |
| Valmark Advisers, Inc. | History | Added to | 6,197 | 572 | 0.01% | 0.01% | 191 | +157 | 2.6% | Q4 2025 | Jan 26, 2026 |
| ALTFEST L J & CO INC | History | Added to | 6,031 | 557 | 0.06% | 0.06% | 192 | +4 | 0.07% | Q4 2025 | Jan 23, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 6,000 | 554 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 10,515 | 547 | 0.01% | 0.02% | 194 | -16 | -0.15% | Q4 2025 | Feb 11, 2026 |
| Clear Point Advisors Inc. | History | Added to | 5,809 | 536 | 0.42% | 0.41% | 195 | +5 | 0.09% | Q4 2025 | Feb 10, 2026 |
| Freedom Investment Management, Inc. | History | Added to | 5,785 | 534 | 0.16% | 0.14% | 196 | +145 | 2.57% | Q4 2025 | Feb 06, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 5,706 | 527 | 0.0% | 0.0% | 197 | +2,682 | 88.69% | Q4 2025 | Feb 12, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 5,705 | 527 | 0.05% | 0.05% | 198 | +11 | 0.19% | Q4 2025 | Jan 21, 2026 |
| Carnegie Investment Counsel | History | Reduced | 5,628 | 520 | 0.01% | 0.01% | 199 | -374 | -6.23% | Q4 2025 | Jan 23, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 5,641 | 520 | 0.01% | 0.01% | 200 | -274 | -4.63% | Q4 2025 | Feb 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 5,614 | 518 | 0.0% | 0.0% | 201 | +130 | 2.37% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | New | 5,584 | 516 | 0.0% | — | 202 | +5,584 | New | Q4 2025 | Feb 17, 2026 |
| NORDEN GROUP LLC | History | Added to | 5,427 | 501 | 0.05% | 0.05% | 203 | +134 | 2.53% | Q4 2025 | Jan 13, 2026 |
| KDK Private Wealth Management, LLC | History | Reduced | 5,411 | 500 | 0.44% | 0.51% | 204 | -134 | -2.42% | Q4 2025 | Feb 12, 2026 |
| Grey Ledge Advisors, LLC | History | Reduced | 5,373 | 496 | 0.11% | 0.12% | 205 | -650 | -10.79% | Q4 2025 | Feb 05, 2026 |
| TRITONPOINT WEALTH, LLC | History | No change | 5,355 | 494 | 0.05% | 0.04% | 206 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Third View Private Wealth, LLC | History | New | 5,303 | 490 | 0.07% | — | 207 | +5,303 | New | Q4 2025 | Jan 23, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 5,235 | 484 | 0.0% | 0.0% | 208 | +224 | 4.47% | Q4 2025 | Feb 11, 2026 |
| First Pacific Financial | History | Added to | 5,134 | 474 | 0.06% | 0.06% | 209 | +262 | 5.38% | Q4 2025 | Jan 16, 2026 |
| Arkadios Wealth Advisors | History | No change | 5,075 | 469 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Selby Wealth Management, LLC | History | New | 5,032 | 465 | 0.19% | — | 211 | +5,032 | New | Q4 2025 | Feb 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 5,024 | 464 | 0.01% | 0.01% | 212 | -1,342 | -21.08% | Q4 2025 | Feb 10, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 4,914 | 459 | 0.03% | 0.03% | 213 | +78 | 1.61% | Q4 2025 | Jan 15, 2026 |
| Allworth Financial LP | History | New | 4,959 | 458 | 0.0% | — | 214 | +4,959 | New | Q4 2025 | Feb 05, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 4,955 | 458 | 0.48% | 0.49% | 215 | +77 | 1.58% | Q4 2025 | Feb 13, 2026 |
| Creekside Partners | History | Added to | 4,860 | 449 | 0.19% | 0.2% | 216 | +8 | 0.16% | Q4 2025 | Feb 13, 2026 |
| Csenge Advisory Group | History | Added to | 4,804 | 443 | 0.02% | 0.02% | 217 | +42 | 0.88% | Q4 2025 | Feb 06, 2026 |
| Pine Haven Investment Counsel, Inc | History | Added to | 4,765 | 440 | 0.31% | 0.21% | 218 | +1,640 | 52.48% | Q4 2025 | Jan 08, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 4,726 | 436 | 0.07% | 0.08% | 219 | -814 | -14.69% | Q4 2025 | Feb 12, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 4,580 | 423 | 0.14% | 0.15% | 220 | -168 | -3.54% | Q4 2025 | Jan 07, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Reduced | 4,402 | 406 | 0.12% | 0.12% | 221 | -3 | -0.07% | Q4 2025 | Feb 12, 2026 |
| Compound Planning, Inc. | History | Reduced | 4,355 | 402 | 0.01% | 0.01% | 222 | -64 | -1.45% | Q4 2025 | Feb 19, 2026 |
| CHOREO, LLC | History | No change | 4,290 | 400 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 4,306 | 398 | 0.01% | 0.01% | 224 | -34 | -0.78% | Q4 2025 | Feb 09, 2026 |
| MOTIVE WEALTH ADVISORS | History | Reduced | 4,267 | 394 | 0.17% | 0.17% | 225 | -87 | -2.0% | Q4 2025 | Jan 15, 2026 |
| SHP Wealth Management | History | New | 4,150 | 383 | 0.03% | — | 227 | +4,150 | New | Q4 2025 | Mar 04, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 4,149 | 383 | 0.15% | 0.16% | 226 | +9 | 0.22% | Q4 2025 | Jan 15, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 4,141 | 382 | 0.15% | 0.16% | 228 | -343 | -7.65% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 4,128 | 381 | 0.02% | 0.02% | 229 | +430 | 11.63% | Q4 2025 | Jan 23, 2026 |
| Balefire, LLC | History | Added to | 4,075 | 376 | 0.07% | 0.05% | 230 | +1,232 | 43.33% | Q4 2025 | Jan 12, 2026 |
| Wellspring Financial Advisors, LLC | History | No change | 367,706 | 376 | 0.03% | 0.03% | 231 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 4,007 | 370 | 0.02% | 0.02% | 232 | -526 | -11.6% | Q4 2025 | Jan 20, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 3,656 | 366 | 0.08% | 0.08% | 233 | +331 | 9.95% | Q4 2025 | Feb 24, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 3,894 | 359 | 0.0% | 0.01% | 234 | +32 | 0.83% | Q4 2025 | Jan 29, 2026 |
| True Vision MN LLC | History | Added to | 3,871 | 357 | 0.18% | 0.18% | 235 | +23 | 0.6% | Q4 2025 | Jan 14, 2026 |
| Vise Technologies, Inc. | History | Reduced | 3,845 | 355 | 0.01% | 0.02% | 236 | -2,533 | -39.71% | Q4 2025 | Feb 11, 2026 |
| Root Financial Partners, LLC | History | Added to | 3,845 | 355 | 0.02% | 0.02% | 237 | +28 | 0.73% | Q4 2025 | Feb 10, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 3,829 | 353 | 0.01% | 0.01% | 238 | +125 | 3.37% | Q4 2025 | Feb 13, 2026 |
| Jacksonville Wealth Management, LLC | History | New | 3,756 | 347 | 0.25% | — | 240 | +3,756 | New | Q4 2025 | Feb 04, 2026 |
| Cerity Partners LLC | History | Reduced | 3,758 | 347 | 0.0% | 0.0% | 239 | -2,563 | -40.55% | Q4 2025 | Feb 11, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 3,682 | 340 | 0.15% | 0.15% | 241 | +8 | 0.22% | Q4 2025 | Feb 17, 2026 |
| Intrua Financial, LLC | History | Added to | 3,652 | 337 | 0.04% | 0.04% | 242 | +16 | 0.44% | Q4 2025 | Feb 05, 2026 |
| CAP Partners, LLC | History | Reduced | 3,611 | 333 | 0.19% | 0.2% | 243 | -169 | -4.47% | Q4 2025 | Feb 04, 2026 |
| HB Wealth Management, LLC | History | No change | 3,546 | 327 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 3,537 | 326 | 0.03% | 0.03% | 245 | -126 | -3.44% | Q4 2025 | Jan 23, 2026 |
| Montz Harcus Wealth Management LLC | History | Added to | 3,485 | 322 | 0.13% | 0.14% | 246 | +7 | 0.2% | Q4 2025 | Jan 22, 2026 |
| Trail Ridge Investment Advisors, LLC | History | Reduced | 3,483 | 321 | 0.14% | 0.14% | 248 | -27 | -0.77% | Q4 2025 | Jan 28, 2026 |
| Retirement Planning Group, LLC | History | No change | 3,482 | 321 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Sigma Planning Corp | History | Reduced | 3,407 | 314 | 0.01% | 0.01% | 249 | -724 | -17.53% | Q4 2025 | Jan 30, 2026 |
| KWB Wealth | History | Reduced | 3,406 | 314 | 0.03% | 0.04% | 250 | -452 | -11.72% | Q4 2025 | Jan 12, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 3,368 | 311 | 0.03% | 0.03% | 251 | -50 | -1.46% | Q4 2025 | Feb 18, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 3,359 | 310 | 0.0% | 0.0% | 252 | +2 | 0.06% | Q4 2025 | Jan 22, 2026 |
| Moment Partners, LLC | History | No change | 3,300 | 305 | 0.06% | 0.05% | 253 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Keudell/Morrison Wealth Management | History | New | 3,171 | 293 | 0.06% | — | 254 | +3,171 | New | Q4 2025 | Feb 06, 2026 |
| Centerpoint Advisors, LLC | History | No change | 3,138 | 290 | 0.09% | 0.09% | 255 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BURNEY CO/ | History | Reduced | 3,079 | 284 | 0.01% | 0.01% | 256 | -291 | -8.64% | Q4 2025 | Jan 23, 2026 |
| Goldstein Advisors, LLC | History | No change | 3,060 | 282 | 0.03% | 0.03% | 257 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 3,049 | 281 | 0.03% | 0.03% | 258 | -27 | -0.88% | Q4 2025 | Jan 07, 2026 |
| Gibbs Wealth Management | History | Reduced | 2,892 | 279 | 0.07% | 0.06% | 259 | -91 | -3.05% | Q4 2025 | Jan 23, 2026 |
| DELTA CAPITAL MANAGEMENT LLC | History | No change | 3,000 | 277 | 0.16% | 0.14% | 260 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 2,990 | 276 | 0.01% | 0.02% | 261 | -839 | -21.91% | Q4 2025 | Feb 13, 2026 |
| Breachway Investments LLC | History | New | 2,952 | 272 | 0.29% | — | 262 | +2,952 | New | Q4 2025 | Jan 27, 2026 |
| RTD Financial Advisors, Inc. | History | No change | 2,908 | 268 | 0.03% | 0.03% | 263 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 2,879 | 266 | 0.0% | 0.0% | 264 | -1,502 | -34.28% | Q4 2025 | Mar 16, 2026 |
| WRAPMANAGER INC | History | Reduced | 2,847 | 263 | 0.09% | 0.12% | 265 | -1,347 | -32.12% | Q4 2025 | Feb 06, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 2,850 | 263 | 0.06% | 0.09% | 267 | -889 | -23.78% | Q4 2025 | Feb 09, 2026 |
| Wallace Advisory Group, LLC | History | Reduced | 2,846 | 263 | 0.28% | 0.23% | 268 | -415 | -12.73% | Q4 2025 | Jan 23, 2026 |
| Measured Wealth Private Client Group, LLC | History | Added to | 2,853 | 263 | 0.07% | 0.06% | 266 | +255 | 9.82% | Q4 2025 | Feb 10, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | New | 2,844 | 262 | 0.06% | — | 269 | +2,844 | New | Q4 2025 | Jan 26, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 2,803 | 259 | 0.0% | 0.0% | 270 | -98 | -3.38% | Q4 2025 | Feb 13, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 2,763 | 255 | 0.02% | 0.02% | 271 | +75 | 2.79% | Q4 2025 | Feb 13, 2026 |
| Denver PWM, LLC | History | No change | 2,942 | 255 | 0.09% | 0.08% | 272 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sterling Financial Planning, Inc. | History | No change | 2,645 | 244 | 0.07% | 0.08% | 273 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Daviman Financial, LLC | History | New | 2,609 | 241 | 0.14% | — | 274 | +2,609 | New | Q4 2025 | Feb 06, 2026 |
| Total Wealth Planning, LLC | History | Reduced | 2,547 | 235 | 0.5% | 0.56% | 275 | -49,848 | -95.14% | Q4 2025 | Feb 13, 2026 |
| Hudson Portfolio Management LLC | History | Added to | 2,546 | 235 | 0.2% | 0.2% | 276 | +35 | 1.39% | Q4 2025 | Feb 13, 2026 |
| IFG Advisors, LLC | History | Reduced | 2,521 | 233 | 0.04% | 0.05% | 277 | -525 | -17.24% | Q4 2025 | Jan 13, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 2,503 | 231 | 0.02% | 0.02% | 278 | -22 | -0.87% | Q4 2025 | Jan 09, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 2,469 | 228 | 0.02% | 0.02% | 279 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Parallel Advisors, LLC | History | Reduced | 2,441 | 225 | 0.0% | 0.0% | 280 | -500 | -17.0% | Q4 2025 | Feb 11, 2026 |
| Retirement Planning Co of New England, Inc. | History | Reduced | 2,444 | 225 | 0.09% | 0.1% | 282 | -255 | -9.45% | Q4 2025 | Jan 28, 2026 |
| Certified Advisory Corp | History | No change | 2,434 | 225 | 0.02% | 0.02% | 281 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 2,410 | 222 | 0.0% | 0.0% | 283 | -163 | -6.34% | Q4 2025 | Jan 21, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 2,395 | 221 | 0.07% | 0.08% | 284 | -64 | -2.6% | Q4 2025 | Jan 27, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 2,399 | 221 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| EVOKE WEALTH, LLC | History | No change | 2,392 | 221 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 2,368 | 218 | 0.01% | 0.02% | 287 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Added to | 2,349 | 217 | 0.04% | 0.04% | 288 | +109 | 4.87% | Q4 2025 | Jan 27, 2026 |
| BREAKTHRU ADVISORY SERVICES, LLC | History | Reduced | 2,355 | 217 | 0.14% | 0.14% | 289 | -55 | -2.28% | Q4 2025 | Jan 12, 2026 |
| Cache Advisors, LLC | History | No change | 2,300 | 212 | 0.03% | 0.04% | 290 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 2,270 | 209 | 0.03% | 0.03% | 292 | +85 | 3.89% | Q4 2025 | Feb 04, 2026 |
| Somerset Trust Co | History | Reduced | 2,267 | 209 | 0.06% | 0.06% | 291 | -14 | -0.61% | Q4 2025 | Jan 09, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 2,085 | 192 | 0.0% | — | 293 | +2,085 | New | Q4 2025 | Feb 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Added to | 1,999 | 184 | 0.05% | 0.05% | 295 | +119 | 6.33% | Q4 2025 | Feb 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2,000 | 184 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| GLENMEDE TRUST CO NA | History | New | 1,874 | 173 | 0.0% | — | 296 | +1,874 | New | Q4 2025 | Feb 17, 2026 |
| MidAtlantic Capital Management, Inc. | History | New | 1,859 | 171 | 0.11% | — | 297 | +1,859 | New | Q4 2025 | Feb 10, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,795 | 165 | 0.01% | 0.02% | 298 | -114 | -5.97% | Q4 2025 | Jan 26, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,698 | 158 | 0.01% | 0.01% | 299 | +13 | 0.77% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 1,676 | 154 | 0.0% | 0.0% | 301 | +266 | 18.87% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,667 | 154 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Westside Investment Management, Inc. | History | Added to | 1,587 | 146 | 0.02% | 0.0% | 302 | +1,478 | 1355.96% | Q4 2025 | Jan 23, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,518 | 140 | 0.01% | 0.01% | 303 | +2 | 0.13% | Q4 2025 | Feb 06, 2026 |
| Quent Capital, LLC | History | New | 1,308 | 120 | 0.01% | — | 305 | +1,308 | New | Q4 2025 | Jan 29, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 1,299 | 120 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,294 | 119 | 0.04% | 0.04% | 306 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Basepoint Wealth LLC | History | Reduced | 1,278 | 118 | 0.07% | 0.17% | 307 | -1,300 | -50.43% | Q4 2025 | Feb 10, 2026 |
| Urban Financial Advisory Corp | History | Added to | 1,122 | 103 | 0.04% | 0.05% | 308 | +2 | 0.18% | Q4 2025 | Feb 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 1,100 | 101 | 0.0% | 0.0% | 309 | +194 | 21.41% | Q4 2025 | Feb 11, 2026 |
| BALLAST ADVISORS LLC | History | No change | 1,059 | 97 | 0.03% | 0.03% | 310 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 1,008 | 93 | 0.01% | — | 311 | +1,008 | New | Q4 2025 | Jan 27, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 964 | 89 | 0.0% | 0.01% | 312 | -2,245 | -69.96% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 891 | 82 | 0.0% | 0.0% | 313 | +39 | 4.58% | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | No change | 820 | 75 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Compass Financial Services Inc | History | No change | 718 | 66 | 0.03% | 0.03% | 315 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 687 | 63 | 0.0% | 0.0% | 316 | +8 | 1.18% | Q4 2025 | Feb 12, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | No change | 650 | 60 | 0.01% | 0.01% | 317 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Horizons Wealth Management | History | No change | 648 | 59 | 0.04% | 0.04% | 318 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 568 | 52 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Arax Advisory Partners | History | New | 549 | 50 | 0.0% | — | 320 | +549 | New | Q4 2025 | Feb 13, 2026 |
| Concord Wealth Partners | History | No change | 548 | 50 | 0.01% | 0.01% | 321 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CX Institutional | History | Reduced | 535 | 49 | 0.0% | 0.0% | 322 | -138 | -20.51% | Q4 2025 | Feb 02, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 431 | 39 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Anchor Investment Management, LLC | History | No change | 426 | 39 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 418 | 38 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 404 | 37 | 0.0% | 0.0% | 326 | +1 | 0.25% | Q4 2025 | Jan 14, 2026 |
| Versant Capital Management, Inc | History | No change | 410 | 37 | 0.0% | 0.01% | 327 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| TSFG, LLC | History | No change | 399 | 37 | 0.01% | 0.01% | 328 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 327 | 30 | 0.01% | — | 329 | +327 | New | Q4 2025 | Jan 20, 2026 |
| Caitlin John, LLC | History | No change | 311 | 28 | 0.02% | 0.02% | 330 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 287 | 27 | 0.0% | 0.0% | 331 | -40 | -12.23% | Q4 2025 | Feb 09, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 301 | 27 | 0.0% | 0.0% | 332 | +39 | 14.89% | Q4 2025 | Jan 20, 2026 |
| Founders Capital Management | History | Added to | 288 | 26 | 0.01% | 0.01% | 333 | +1 | 0.35% | Q4 2025 | Jan 15, 2026 |
| MCF Advisors LLC | History | No change | 274 | 25 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Orion Capital Management LLC | History | No change | 270 | 24 | 0.01% | 0.01% | 335 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| JDM Financial Group LLC | History | No change | 269 | 24 | 0.01% | 0.01% | 336 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Copia Wealth Management | History | No change | 268 | 24 | 0.02% | 0.02% | 337 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 257 | 23 | 0.0% | 0.0% | 338 | +128 | 99.22% | Q4 2025 | Feb 13, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Reduced | 243 | 22 | 0.02% | 0.02% | 339 | -73 | -23.1% | Q4 2025 | Feb 10, 2026 |
| CDKV HOLDINGS LLC | History | New | 228 | 21 | 0.02% | — | 341 | +228 | New | Q4 2025 | Feb 17, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 228 | 21 | 0.03% | 0.03% | 340 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 209 | 19 | 0.0% | — | 344 | +209 | New | Q4 2025 | Feb 09, 2026 |
| Rossby Financial, LCC | History | Reduced | 216 | 19 | 0.01% | 0.01% | 343 | -169 | -43.9% | Q4 2025 | Feb 12, 2026 |
| TD Capital Management LLC | History | Added to | 213 | 19 | 0.0% | 0.0% | 342 | +1 | 0.47% | Q4 2025 | Feb 26, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 185 | 17 | 0.0% | — | 345 | +185 | New | Q4 2025 | Feb 13, 2026 |
| Front Row Advisors LLC | History | No change | 180 | 16 | 0.01% | 0.01% | 346 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kozak & Associates, Inc. | History | No change | 146 | 14 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 134 | 12 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 116 | 11 | 0.01% | — | 350 | +116 | New | Q4 2025 | Feb 12, 2026 |
| UMB Bank, n.a. | History | No change | 128 | 11 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| REAP Financial Group, LLC | History | New | 115 | 10 | 0.0% | — | 352 | +115 | New | Q4 2025 | Feb 10, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 117 | 10 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Hughes Financial Services, LLC | History | No change | 116 | 10 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 100 | 9 | 0.01% | — | 356 | +100 | New | Q4 2025 | Feb 10, 2026 |
| Anfield Capital Management, LLC | History | No change | 98 | 9 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MASECO LLP | History | No change | 98 | 9 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| WPG Advisers, LLC | History | No change | 77 | 7 | 0.01% | 0.01% | 357 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ABOUND FINANCIAL, LLC | History | New | 74 | 6 | 0.0% | — | 359 | +74 | New | Q4 2025 | Feb 17, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 67 | 6 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 56 | 5 | 0.0% | 0.0% | 360 | -72 | -56.25% | Q4 2025 | Jan 23, 2026 |
| Tradewinds Capital Management, LLC | History | Reduced | 60 | 5 | 0.0% | 0.0% | 361 | -25 | -29.41% | Q4 2025 | Jan 14, 2026 |
| Kingdom Financial Group LLC. | History | New | 47 | 4 | 0.0% | — | 363 | +47 | New | Q4 2025 | Feb 06, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 53 | 4 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Key Capital Management, INC | History | New | 41 | 3 | 0.0% | — | 368 | +41 | New | Q4 2025 | Jan 26, 2026 |
| NBC SECURITIES, INC. | History | No change | 33 | 3 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 35 | 3 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 41 | 3 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 39 | 3 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sound Income Strategies, LLC | History | New | 24 | 2 | 0.0% | — | 370 | +24 | New | Q4 2025 | Jan 21, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 32 | 2 | 0.0% | 0.0% | 369 | -22 | -40.74% | Q4 2025 | Feb 02, 2026 |
| SageView Advisory Group, LLC | History | New | 22 | 2 | 0.0% | — | 373 | +22 | New | Q4 2025 | Feb 17, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 27 | 2 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Team Financial Group, LLC | History | No change | 32 | 2 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 30 | 2 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Crewe Advisors LLC | History | Reduced | 19 | 1 | 0.0% | 0.0% | 376 | -69 | -78.41% | Q4 2025 | Jan 16, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 21 | 1 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -52,396 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -35,426 | -100.0% | Q3 2025 | Nov 05, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -30,453 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -25,165 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TOWNSQUARE CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -13,693 | -100.0% | Q3 2025 | Nov 03, 2025 |
| OneAscent Financial Services LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,373 | -100.0% | Q3 2025 | Oct 31, 2025 |
| IVC Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -3,240 | -100.0% | Q3 2025 | Oct 09, 2025 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,083 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -3,039 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -2,654 | -100.0% | Q3 2025 | Nov 06, 2025 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,651 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Freestone Capital Holdings, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,556 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Perennial Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,514 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Signal Advisors Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,510 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Annex Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,376 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Embree Financial Group | History | Closed out | 0 | 0 | — | 0.03% | — | -2,257 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Fingerlakes Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.13% | — | -2,208 | -100.0% | Q3 2025 | Oct 24, 2025 |
| LifeWealth Investments, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,201 | -100.0% | Q3 2025 | Jan 26, 2026 |
| SOA Wealth Advisors, LLC. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,703 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -799 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Marshall & Sterling Wealth Advisors Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -765 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Financial Life Planners | History | Closed out | 0 | 0 | — | 0.04% | — | -639 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ATWOOD & PALMER INC | History | Closed out | 0 | 0 | — | 0.0% | — | -533 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -240 | -100.0% | Q3 2025 | Nov 19, 2025 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -86 | -100.0% | Q3 2025 | Nov 06, 2025 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 7 | 0 | — | 0.0% | — | -77 | -91.67% | Q4 2025 | Feb 06, 2026 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q3 2025 | Oct 21, 2025 |
| MMA ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Sachetta, LLC | History | Reduced | 6 | 0 | — | 0.0% | — | -38 | -86.36% | Q4 2025 | Feb 02, 2026 |
| Archer Investment Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q3 2025 | Nov 03, 2025 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Glen Eagle Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Global Wealth Strategies & Associates | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Oct 02, 2025 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 9 | 0 | — | — | — | -1 | -10.0% | Q4 2025 | Jan 29, 2026 |
| Spurstone Advisory Services, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |