PIMCO ETF Trust - MUNI
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,201,666 | 167,799 | 0.01% | 0.01% | 1 | +407,165 | 14.57% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 2,982,364 | 156,305 | 0.01% | 0.01% | 2 | +8,717 | 0.29% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,058,236 | 107,872 | 0.02% | 0.02% | 3 | +248,438 | 13.73% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 2,025,038 | 106,132 | 0.03% | 0.03% | 4 | +286,613 | 16.49% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,210,598 | 63,447 | 0.0% | 0.0% | 5 | -33,251 | -2.67% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 922,709 | 48,359 | 0.13% | 0.14% | 6 | +56,437 | 6.51% | Q4 2025 | Jan 26, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 864,545 | 45,311 | 1.27% | 0.83% | 7 | +611,375 | 241.49% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Added to | 734,796 | 38,510 | 0.04% | 0.04% | 8 | +3,967 | 0.54% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 653,953 | 34,273 | 0.01% | 0.01% | 9 | +122,793 | 23.12% | Q4 2025 | Feb 18, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 631,379 | 33,166 | 0.06% | 0.04% | 10 | +230,444 | 57.48% | Q4 2025 | Feb 05, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 627,479 | 32,886 | 0.32% | 0.51% | 11 | -109,884 | -14.9% | Q4 2025 | Feb 10, 2026 |
| Focus Partners Wealth | History | Reduced | 604,880 | 31,623 | 0.04% | 0.05% | 12 | -5,923 | -0.97% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 581,013 | 30,450 | 0.0% | 0.0% | 13 | +16,118 | 2.85% | Q4 2025 | Jan 29, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 579,532 | 30,373 | 2.59% | 2.52% | 14 | +31,293 | 5.71% | Q4 2025 | Jan 21, 2026 |
| HighTower Advisors, LLC | History | Added to | 575,410 | 30,157 | 0.03% | 0.02% | 15 | +194,839 | 51.2% | Q4 2025 | Feb 06, 2026 |
| NewEdge Advisors, LLC | History | Added to | 531,069 | 27,833 | 0.1% | 0.1% | 16 | +90,447 | 20.53% | Q4 2025 | Feb 18, 2026 |
| MBL Wealth, LLC | History | Added to | 455,593 | 23,877 | 1.91% | 2.02% | 17 | +13,478 | 3.05% | Q4 2025 | Jan 21, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 439,610 | 23,039 | 0.01% | 0.01% | 18 | -309,340 | -41.3% | Q4 2025 | Feb 10, 2026 |
| Capital Analysts, LLC | History | Added to | 424,168 | 22,231 | 0.68% | 0.62% | 19 | +19,336 | 4.78% | Q4 2025 | Feb 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 402,110 | 21,074 | 0.02% | 0.01% | 20 | +182,661 | 83.24% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 382,501 | 20,050 | 0.03% | 0.02% | 21 | +58,396 | 18.02% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 352,924 | 18,497 | 0.0% | — | 22 | +352,924 | New | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | Added to | 352,308 | 18,464 | 0.61% | 0.55% | 23 | +51,284 | 17.04% | Q4 2025 | Feb 06, 2026 |
| DAVIS R M INC | History | Added to | 333,667 | 17,487 | 0.3% | 0.28% | 24 | +23,469 | 7.57% | Q4 2025 | Feb 12, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 324,128 | 16,987 | 0.45% | 0.43% | 25 | +21,196 | 7.0% | Q4 2025 | Jan 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 314,072 | 16,460 | 0.02% | 0.02% | 26 | +37,759 | 13.67% | Q4 2025 | Feb 12, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 301,419 | 15,875 | 2.35% | 2.51% | 27 | -1,657 | -0.55% | Q4 2025 | Jan 26, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 298,005 | 15,618 | 0.28% | 0.36% | 28 | -49,379 | -14.21% | Q4 2025 | Jan 07, 2026 |
| PW ADVISORS, LLC \ FL | History | New | 265,967 | 13,939 | 11.19% | — | 29 | +265,967 | New | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 245,542 | 12,868 | 0.02% | 0.02% | 30 | +15,800 | 6.88% | Q4 2025 | Feb 02, 2026 |
| Clearstead Advisors, LLC | History | Added to | 234,261 | 12,277 | 0.15% | 0.13% | 31 | +41,495 | 21.53% | Q4 2025 | Feb 09, 2026 |
| BAILARD, INC. | History | Reduced | 230,890 | 12,100 | 0.27% | 0.27% | 32 | -3,315 | -1.42% | Q4 2025 | Feb 04, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 228,113 | 11,955 | 0.33% | 0.37% | 33 | -19,718 | -7.96% | Q4 2025 | Feb 05, 2026 |
| Kestra Investment Management, LLC | History | Added to | 227,919 | 11,945 | 0.29% | 0.25% | 34 | +51,025 | 28.84% | Q4 2025 | Feb 09, 2026 |
| Lido Advisors, LLC | History | Added to | 224,400 | 11,747 | 0.04% | 0.04% | 35 | +4,982 | 2.27% | Q4 2025 | Feb 10, 2026 |
| Cerity Partners LLC | History | Added to | 210,832 | 11,049 | 0.02% | 0.01% | 36 | +96,762 | 84.83% | Q4 2025 | Feb 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 206,744 | 10,835 | 0.03% | 0.03% | 37 | +5,532 | 2.75% | Q4 2025 | Feb 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 196,834 | 10,316 | 0.03% | 0.03% | 38 | +16,490 | 9.14% | Q4 2025 | Feb 13, 2026 |
| Crestmont Private Wealth LLC | History | Added to | 192,937 | 10,111 | 3.29% | 3.18% | 39 | +8,905 | 4.84% | Q4 2025 | Feb 10, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Reduced | 190,455 | 9,981 | 1.71% | 1.8% | 40 | -740 | -0.39% | Q4 2025 | Jan 29, 2026 |
| XY Planning Network, Inc. | History | Added to | 187,252 | 9,813 | 1.71% | 2.51% | 41 | +43,748 | 30.49% | Q4 2025 | Jan 26, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 185,145 | 9,703 | 0.07% | 0.08% | 42 | +2,245 | 1.23% | Q4 2025 | Feb 18, 2026 |
| ESG Planning DBA Harper Investing | History | Reduced | 182,969 | 9,589 | 4.13% | 4.57% | 43 | -720 | -0.39% | Q4 2025 | Feb 04, 2026 |
| BCS Wealth Management | History | Added to | 177,958 | 9,326 | 0.94% | 1.04% | 44 | +89,832 | 101.94% | Q4 2025 | Jan 26, 2026 |
| Morton Brown Family Wealth, LLC | History | Reduced | 170,176 | 8,918 | 2.43% | 2.67% | 45 | -7,547 | -4.25% | Q4 2025 | Jan 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 164,995 | 8,647 | 0.01% | 0.0% | 46 | +43,153 | 35.42% | Q4 2025 | Feb 17, 2026 |
| Shotwell Rutter Baer Inc | History | Reduced | 162,700 | 8,569 | 5.15% | 5.65% | 47 | -4,607 | -2.75% | Q4 2025 | Jan 12, 2026 |
| Dakota Wealth Management | History | New | 160,959 | 8,436 | 0.15% | — | 48 | +160,959 | New | Q4 2025 | Jan 13, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 157,336 | 8,245 | 0.37% | 0.28% | 49 | +46,830 | 42.38% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Added to | 155,313 | 8,139 | 0.05% | 0.05% | 50 | +8,585 | 5.85% | Q4 2025 | Feb 13, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 149,002 | 7,809 | 0.41% | 0.43% | 51 | -87,796 | -37.08% | Q4 2025 | Mar 04, 2026 |
| Equita Financial Network, Inc. | History | Added to | 143,595 | 7,525 | 2.27% | 2.27% | 52 | +15,411 | 12.02% | Q4 2025 | Jan 29, 2026 |
| Goelzer Investment Management, Inc. | History | Reduced | 143,409 | 7,516 | 0.35% | 0.41% | 53 | -3,770 | -2.56% | Q4 2025 | Jan 14, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 140,556 | 7,366 | 0.13% | 0.17% | 54 | +2,773 | 2.01% | Q4 2025 | Feb 09, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Added to | 139,075 | 7,288 | 2.09% | 1.14% | 55 | +66,838 | 92.53% | Q4 2025 | Jan 27, 2026 |
| TD Capital Management LLC | History | Added to | 138,728 | 7,270 | 0.65% | 0.64% | 56 | +1,947 | 1.42% | Q4 2025 | Feb 26, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 137,471 | 7,204 | 0.0% | 0.0% | 57 | +26,267 | 23.62% | Q4 2025 | Feb 10, 2026 |
| McNamara Financial Services, Inc. | History | Added to | 135,973 | 7,126 | 1.35% | 0.05% | 58 | +130,437 | 2356.16% | Q4 2025 | Jan 21, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Added to | 135,680 | 7,110 | 3.04% | 2.97% | 59 | +31 | 0.02% | Q4 2025 | Feb 10, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 133,992 | 7,022 | 0.13% | 0.08% | 60 | +49,604 | 58.78% | Q4 2025 | Feb 04, 2026 |
| ERn Financial, LLC | History | Added to | 130,377 | 6,833 | 1.28% | 1.33% | 61 | +1,716 | 1.33% | Q4 2025 | Jan 15, 2026 |
| Mariner, LLC | History | Added to | 127,115 | 6,662 | 0.01% | 0.01% | 62 | +32,580 | 34.46% | Q4 2025 | Feb 13, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 123,094 | 6,451 | 0.34% | 0.25% | 63 | +33,066 | 36.73% | Q4 2025 | Jan 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 122,343 | 6,411 | 0.0% | 0.0% | 64 | +72,082 | 143.42% | Q4 2025 | Feb 17, 2026 |
| Avant Financial Advisors LLC | History | Added to | 121,730 | 6,379 | 4.58% | 4.07% | 65 | +18,466 | 17.88% | Q4 2025 | Jan 15, 2026 |
| True North Advisors, LLC | History | New | 120,549 | 6,317 | 0.82% | — | 66 | +120,549 | New | Q4 2025 | Jan 22, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Added to | 118,574 | 6,214 | 1.29% | 1.22% | 67 | +10,399 | 9.61% | Q4 2025 | Jan 22, 2026 |
| SAXON INTERESTS, INC. | History | Added to | 117,829 | 6,175 | 2.16% | 0.45% | 68 | +95,360 | 424.41% | Q4 2025 | Feb 13, 2026 |
| Fermata Advisors, LLC | History | Reduced | 116,076 | 6,083 | 1.46% | 1.54% | 69 | -95 | -0.08% | Q4 2025 | Jan 08, 2026 |
| Flagstone Financial Management | History | Added to | 115,713 | 6,064 | 1.56% | 1.36% | 70 | +17,239 | 17.51% | Q4 2025 | Feb 09, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 115,242 | 6,039 | 1.87% | 2.33% | 71 | +9,231 | 8.71% | Q4 2025 | Jan 08, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | Reduced | 114,350 | 5,993 | 2.43% | 2.79% | 72 | -13,991 | -10.9% | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 112,323 | 5,886 | 0.02% | — | 73 | +112,323 | New | Q4 2025 | Feb 05, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 106,563 | 5,584 | 0.07% | 0.05% | 74 | +3,588 | 3.48% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 106,237 | 5,567 | 0.02% | 0.01% | 75 | +45,296 | 74.33% | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 106,037 | 5,557 | 0.01% | 0.01% | 76 | -676 | -0.63% | Q4 2025 | Feb 13, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 105,999 | 5,556 | 0.54% | 0.56% | 77 | +554 | 0.53% | Q4 2025 | Feb 06, 2026 |
| Certified Advisory Corp | History | Added to | 105,978 | 5,554 | 0.51% | 0.49% | 78 | +6,825 | 6.88% | Q4 2025 | Jan 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 105,702 | 5,539 | 0.03% | 0.04% | 79 | -7,217 | -6.39% | Q4 2025 | Feb 03, 2026 |
| Elyxium Wealth, LLC | History | Added to | 103,027 | 5,399 | 1.5% | 1.11% | 80 | +42,163 | 69.27% | Q4 2025 | Feb 05, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 102,202 | 5,356 | 0.0% | 0.0% | 81 | -11,474 | -10.09% | Q4 2025 | Feb 13, 2026 |
| TruWealth Advisors, LLC | History | Added to | 91,641 | 4,802 | 0.23% | 0.24% | 82 | +1,256 | 1.39% | Q4 2025 | Jan 07, 2026 |
| Equitable Holdings, Inc. | History | Added to | 90,833 | 4,760 | 0.03% | 0.03% | 83 | +4,834 | 5.62% | Q4 2025 | Feb 17, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 85,677 | 4,490 | 0.25% | 0.23% | 84 | +3,399 | 4.13% | Q4 2025 | Feb 06, 2026 |
| STEPH & CO | History | Added to | 85,644 | 4,488 | 1.29% | 1.36% | 85 | +417 | 0.49% | Q4 2025 | Jan 23, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 83,301 | 4,365 | 0.06% | 0.07% | 86 | +914 | 1.11% | Q4 2025 | Feb 09, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 81,905 | 4,292 | 0.61% | 0.59% | 87 | +5,787 | 7.6% | Q4 2025 | Jan 26, 2026 |
| Private Advisor Group, LLC | History | Added to | 80,006 | 4,193 | 0.02% | 0.02% | 88 | +15,421 | 23.88% | Q4 2025 | Feb 17, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 77,790 | 4,076 | 0.08% | 0.1% | 89 | -23,029 | -22.84% | Q4 2025 | Feb 10, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 75,230 | 3,942 | 0.04% | 0.03% | 90 | +19,764 | 35.63% | Q4 2025 | Jan 20, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 74,041 | 3,880 | 0.33% | 0.34% | 91 | -970 | -1.29% | Q4 2025 | Feb 03, 2026 |
| VestGen Advisors, LLC | History | Reduced | 72,034 | 3,775 | 0.16% | 0.13% | 92 | -3,189 | -4.24% | Q4 2025 | Feb 17, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 70,275 | 3,683 | 0.54% | 0.52% | 94 | +7,021 | 11.1% | Q4 2025 | Jan 27, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 70,275 | 3,683 | 0.13% | 0.15% | 93 | -4,529 | -6.05% | Q4 2025 | Jan 27, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 68,892 | 3,610 | 0.03% | 0.04% | 95 | -21,545 | -23.82% | Q4 2025 | Feb 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 66,800 | 3,500 | 0.01% | 0.01% | 96 | -141,400 | -67.92% | Q4 2025 | Feb 12, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 66,418 | 3,480 | 0.12% | 0.12% | 97 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PAX Financial Group, LLC | History | Added to | 65,686 | 3,442 | 0.59% | 0.52% | 98 | +10,187 | 18.36% | Q4 2025 | Feb 05, 2026 |
| Paulson Wealth Management Inc. | History | Reduced | 63,995 | 3,353 | 0.77% | 0.81% | 99 | -1,595 | -2.43% | Q4 2025 | Feb 05, 2026 |
| Corient Private Wealth LLC | History | Added to | 63,545 | 3,330 | 0.0% | 0.0% | 100 | +4,270 | 7.2% | Q4 2025 | Mar 09, 2026 |
| Bank of New York Mellon Corp | History | Added to | 63,058 | 3,304 | 0.0% | 0.0% | 101 | +10,496 | 19.97% | Q4 2025 | Feb 10, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Added to | 62,275 | 3,263 | 1.62% | 1.64% | 102 | +1,898 | 3.14% | Q4 2025 | Jan 22, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 61,710 | 3,234 | 1.18% | 1.28% | 103 | +298 | 0.49% | Q4 2025 | Feb 11, 2026 |
| Intrua Financial, LLC | History | Added to | 60,971 | 3,195 | 0.34% | 0.33% | 104 | +3,152 | 5.45% | Q4 2025 | Feb 05, 2026 |
| Beacon Capital Management, Inc. | History | No change | 60,000 | 3,144 | 0.17% | 0.15% | 105 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GAMMA Investing LLC | History | Added to | 59,248 | 3,105 | 0.16% | 0.12% | 106 | +18,652 | 45.95% | Q4 2025 | Jan 05, 2026 |
| Cercano Management LLC | History | No change | 57,919 | 3,035 | 0.11% | 0.12% | 107 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SageView Advisory Group, LLC | History | Added to | 57,904 | 3,034 | 0.1% | 0.1% | 108 | +146 | 0.25% | Q4 2025 | Feb 17, 2026 |
| Hanson & Doremus Investment Management | History | Reduced | 57,139 | 2,995 | 0.36% | 0.38% | 109 | -76 | -0.13% | Q4 2025 | Jan 20, 2026 |
| Waverly Advisors, LLC | History | Added to | 56,886 | 2,981 | 0.02% | 0.03% | 110 | +4,057 | 7.68% | Q4 2025 | Feb 17, 2026 |
| BTG Pactual Asset Management US LLC | History | Added to | 57,651 | 2,960 | 0.29% | 0.12% | 111 | +6,774 | 13.31% | Q4 2025 | Feb 17, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Added to | 56,332 | 2,952 | 1.65% | 0.18% | 112 | +50,593 | 881.56% | Q4 2025 | Jan 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 54,656 | 2,864 | 0.02% | 0.02% | 113 | +472 | 0.87% | Q4 2025 | Feb 12, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Added to | 54,509 | 2,856 | 1.35% | 1.39% | 114 | +1,783 | 3.38% | Q4 2025 | Jan 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 54,303 | 2,846 | 0.03% | 0.03% | 115 | +11,260 | 26.16% | Q4 2025 | Jan 23, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 53,461 | 2,801 | 0.02% | 0.01% | 116 | +25,185 | 89.07% | Q4 2025 | Jan 29, 2026 |
| Creative Planning | History | Reduced | 53,119 | 2,783 | 0.0% | 0.0% | 117 | -6,939 | -11.55% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 53,001 | 2,778 | 0.01% | 0.01% | 118 | -10,147 | -16.07% | Q4 2025 | Feb 11, 2026 |
| ENTREWEALTH, LLC | History | Reduced | 50,732 | 2,684 | 1.21% | 1.44% | 119 | -2,977 | -5.54% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 50,997 | 2,679 | 0.0% | 0.0% | 120 | +3,657 | 7.72% | Q4 2025 | Jan 08, 2026 |
| VIAWEALTH, LLC | History | Added to | 50,606 | 2,652 | 1.49% | 1.43% | 121 | +519 | 1.04% | Q4 2025 | Feb 10, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 49,896 | 2,615 | 0.17% | 0.16% | 122 | +4,319 | 9.48% | Q4 2025 | Feb 03, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 49,520 | 2,600 | 0.28% | 0.24% | 123 | +7,528 | 17.93% | Q4 2025 | Feb 18, 2026 |
| Opal Wealth Advisors, LLC | History | Reduced | 49,450 | 2,591 | 0.68% | 0.72% | 124 | -179 | -0.36% | Q4 2025 | Jan 26, 2026 |
| Paladin Advisory Group, LLC | History | Added to | 48,936 | 2,564 | 1.87% | 1.87% | 125 | +3,163 | 6.91% | Q4 2025 | Jan 21, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 48,070 | 2,519 | 0.12% | 0.12% | 126 | +133 | 0.28% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 47,433 | 2,492 | 0.09% | 0.07% | 127 | +27,305 | 135.66% | Q4 2025 | Feb 13, 2026 |
| Legacy Private Trust Co. | History | New | 46,725 | 2,448 | 0.14% | — | 128 | +46,725 | New | Q4 2025 | Jan 08, 2026 |
| Manske Wealth Management | History | Added to | 46,294 | 2,426 | 0.72% | 0.68% | 129 | +3,945 | 9.32% | Q4 2025 | Feb 03, 2026 |
| Wayfinding Financial, LLC | History | New | 45,655 | 2,399 | 1.02% | — | 130 | +45,655 | New | Q4 2025 | Feb 12, 2026 |
| StoneX Group Inc. | History | Reduced | 45,514 | 2,391 | 0.1% | 0.13% | 131 | -11,631 | -20.35% | Q4 2025 | Feb 12, 2026 |
| Arkadios Wealth Advisors | History | Added to | 45,611 | 2,390 | 0.05% | 0.05% | 132 | +2,738 | 6.39% | Q4 2025 | Feb 13, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 45,226 | 2,370 | 0.91% | 0.92% | 133 | +680 | 1.53% | Q4 2025 | Feb 05, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 44,574 | 2,336 | 1.58% | 1.42% | 134 | +3,657 | 8.94% | Q4 2025 | Feb 04, 2026 |
| Smart Money Group LLC | History | Added to | 44,217 | 2,317 | 0.68% | 0.6% | 135 | +5,174 | 13.25% | Q4 2025 | Jan 30, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 43,714 | 2,291 | 0.28% | 0.35% | 136 | -3,250 | -6.92% | Q4 2025 | Jan 09, 2026 |
| Visionary Wealth Advisors | History | Reduced | 42,788 | 2,242 | 0.1% | 0.11% | 137 | -1,919 | -4.29% | Q4 2025 | Feb 13, 2026 |
| Patten Group, Inc. | History | Added to | 41,976 | 2,199 | 0.41% | 0.35% | 138 | +7,266 | 20.93% | Q4 2025 | Jan 23, 2026 |
| Smith Partners Wealth Management, LLC | History | New | 41,944 | 2,198 | 2.02% | — | 139 | +41,944 | New | Q4 2025 | Feb 13, 2026 |
| Cedar Point Capital Partners, LLC | History | Reduced | 41,735 | 2,187 | 1.4% | 1.6% | 140 | -4,954 | -10.61% | Q4 2025 | Feb 11, 2026 |
| IAM Advisory, LLC | History | Reduced | 41,375 | 2,168 | 0.48% | 0.5% | 141 | -1,495 | -3.49% | Q4 2025 | Jan 07, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 40,858 | 2,141 | 0.3% | 0.38% | 142 | -8,089 | -16.53% | Q4 2025 | Jan 06, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 40,781 | 2,137 | 0.05% | 0.04% | 143 | +6,951 | 20.55% | Q4 2025 | Feb 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 38,927 | 2,040 | 0.04% | 0.03% | 144 | +10,582 | 37.33% | Q4 2025 | Feb 19, 2026 |
| Breakwater Capital Group | History | Added to | 38,770 | 2,031 | 0.28% | 0.27% | 145 | +3,921 | 11.25% | Q4 2025 | Jan 09, 2026 |
| World Investment Advisors | History | Added to | 38,667 | 2,026 | 0.03% | 0.04% | 146 | +2,273 | 6.25% | Q4 2025 | Mar 12, 2026 |
| Clarity Wealth Development LLC | History | Added to | 38,493 | 2,017 | 1.71% | 1.61% | 147 | +4,614 | 13.62% | Q4 2025 | Feb 11, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 38,241 | 2,004 | 0.05% | — | 148 | +38,241 | New | Q4 2025 | Feb 17, 2026 |
| Prestige Wealth Management Group LLC | History | Added to | 37,772 | 1,985 | 0.38% | 0.23% | 149 | +15,082 | 66.47% | Q4 2025 | Feb 11, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 37,669 | 1,974 | 0.0% | 0.0% | 150 | -2,963 | -7.29% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 36,607 | 1,918 | 0.0% | 0.0% | 151 | +28,040 | 327.3% | Q4 2025 | Feb 12, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 36,281 | 1,906 | 0.09% | 0.15% | 152 | -4,052 | -10.05% | Q4 2025 | Feb 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 36,281 | 1,901 | 0.03% | 0.08% | 153 | -43,148 | -54.32% | Q4 2025 | Feb 06, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 36,200 | 1,897 | 0.35% | 0.21% | 154 | +15,825 | 77.67% | Q4 2025 | Feb 09, 2026 |
| GGM Financials LLC | History | Added to | 35,707 | 1,871 | 0.91% | 0.84% | 155 | +3,829 | 12.01% | Q4 2025 | Feb 04, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Added to | 35,395 | 1,855 | 1.15% | 1.12% | 156 | +3,150 | 9.77% | Q4 2025 | Feb 10, 2026 |
| XML Financial, LLC | History | Added to | 34,043 | 1,784 | 0.15% | 0.11% | 157 | +8,018 | 30.81% | Q4 2025 | Feb 11, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | New | 32,880 | 1,723 | 1.47% | — | 158 | +32,880 | New | Q4 2025 | Feb 13, 2026 |
| LifeGoal Investments, LLC | History | New | 19,491 | 1,720 | 1.15% | — | 159 | +19,491 | New | Q4 2025 | Jan 15, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 32,400 | 1,698 | 0.21% | — | 160 | +32,400 | New | Q4 2025 | Jan 27, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 32,180 | 1,686 | 0.09% | 0.11% | 161 | -6,910 | -17.68% | Q4 2025 | Feb 05, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 31,717 | 1,662 | 0.19% | 0.2% | 162 | +49 | 0.15% | Q4 2025 | Feb 06, 2026 |
| Fortitude Financial, LLC | History | New | 31,314 | 1,641 | 1.39% | — | 163 | +31,314 | New | Q4 2025 | Jan 27, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 31,146 | 1,632 | 0.03% | — | 164 | +31,146 | New | Q4 2025 | Feb 13, 2026 |
| Econ Financial Services Corp | History | Reduced | 30,701 | 1,609 | 0.81% | 1.33% | 165 | -20,451 | -39.98% | Q4 2025 | Jan 15, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 30,392 | 1,592 | 0.25% | 0.29% | 166 | -4,000 | -11.63% | Q4 2025 | Jan 23, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 29,878 | 1,565 | 0.05% | 0.04% | 167 | +5,307 | 21.6% | Q4 2025 | Jan 09, 2026 |
| Valmark Advisers, Inc. | History | No change | 29,246 | 1,532 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Janney Capital Management LLC | History | Added to | 29,093 | 1,525 | 0.1% | 0.09% | 169 | +49 | 0.17% | Q4 2025 | Feb 11, 2026 |
| Financial Planning Navigators CORP | History | New | 27,917 | 1,463 | 0.67% | — | 170 | +27,917 | New | Q4 2025 | Jan 16, 2026 |
| McAdam, LLC | History | Added to | 27,502 | 1,441 | 0.07% | 0.07% | 171 | +85 | 0.31% | Q4 2025 | Feb 13, 2026 |
| Alpha Financial Partners, LLC | History | Added to | 27,263 | 1,428 | 0.87% | 0.9% | 172 | +710 | 2.67% | Q4 2025 | Feb 10, 2026 |
| Duncan Williams Asset Management, LLC | History | Added to | 26,550 | 1,401 | 0.35% | 0.36% | 173 | +1,786 | 7.21% | Q4 2025 | Feb 05, 2026 |
| Flagship Private Wealth, LLC | History | New | 26,078 | 1,366 | 0.54% | — | 174 | +26,078 | New | Q4 2025 | Feb 04, 2026 |
| Legacy Financial Advisors, Inc. | History | Reduced | 26,045 | 1,365 | 0.19% | 0.2% | 175 | -1,141 | -4.2% | Q4 2025 | Feb 04, 2026 |
| RFG Advisory, LLC | History | Added to | 25,810 | 1,352 | 0.03% | 0.01% | 176 | +20,563 | 391.9% | Q4 2025 | Feb 03, 2026 |
| Centennial Bank/AR/ | History | Added to | 25,688 | 1,346 | 0.54% | 0.04% | 177 | +23,590 | 1124.4% | Q4 2025 | Feb 17, 2026 |
| Kuhn & Co Investment Counsel | History | Added to | 25,521 | 1,337 | 0.89% | 0.92% | 178 | +3,266 | 14.68% | Q4 2025 | Feb 09, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 25,112 | 1,316 | 0.04% | 0.04% | 179 | +2,539 | 11.25% | Q4 2025 | Feb 11, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 24,962 | 1,308 | 0.09% | 0.07% | 180 | +7,454 | 42.57% | Q4 2025 | Jan 16, 2026 |
| Curran Financial Partners, LLC | History | Added to | 24,778 | 1,298 | 0.25% | 0.22% | 181 | +3,482 | 16.35% | Q4 2025 | Jan 22, 2026 |
| Apella Capital, LLC | History | Added to | 24,095 | 1,262 | 0.02% | 0.03% | 182 | +1,391 | 6.13% | Q4 2025 | Jan 21, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 23,967 | 1,261 | 0.13% | 0.13% | 183 | -202 | -0.84% | Q4 2025 | Jan 12, 2026 |
| &PARTNERS | History | Added to | 23,987 | 1,257 | 0.01% | 0.01% | 184 | +6,529 | 37.4% | Q4 2025 | Feb 17, 2026 |
| Rockport Wealth LLC | History | Added to | 23,528 | 1,233 | 0.24% | 0.23% | 185 | +2,328 | 10.98% | Q4 2025 | Feb 06, 2026 |
| COMERICA BANK | History | Added to | 23,059 | 1,208 | 0.0% | 0.0% | 186 | +2,285 | 11.0% | Q4 2025 | Jan 29, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 22,795 | 1,194 | 0.03% | 0.01% | 187 | +16,317 | 251.88% | Q4 2025 | Jan 28, 2026 |
| Inspire Advisors, LLC | History | Added to | 22,697 | 1,189 | 0.11% | 0.11% | 188 | +120 | 0.53% | Q4 2025 | Feb 13, 2026 |
| Smith Thornton Advisors LLC | History | Reduced | 22,596 | 1,184 | 0.6% | 0.62% | 189 | -37 | -0.16% | Q4 2025 | Jan 14, 2026 |
| Freedom Financial Partners LLC | History | Added to | 22,359 | 1,171 | 0.43% | 0.39% | 190 | +3,002 | 15.51% | Q4 2025 | Jan 06, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 21,951 | 1,150 | 0.21% | 0.02% | 191 | +381 | 1.77% | Q4 2025 | Mar 04, 2026 |
| Williams & Novak, LLC | History | Reduced | 21,615 | 1,132 | 0.85% | 0.98% | 192 | -2,835 | -11.6% | Q4 2025 | Feb 05, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 21,453 | 1,124 | 0.1% | 0.13% | 193 | -7,619 | -26.21% | Q4 2025 | Jan 26, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 21,446 | 1,124 | 0.11% | 0.1% | 194 | +7,269 | 51.27% | Q4 2025 | Jan 22, 2026 |
| Biltmore Wealth Management, LLC | History | Reduced | 21,215 | 1,111 | 0.42% | 0.45% | 195 | -1,223 | -5.45% | Q4 2025 | Jan 16, 2026 |
| Goodwin Investment Advisory | History | Reduced | 20,231 | 1,060 | 1.16% | 1.39% | 196 | -4,581 | -18.46% | Q4 2025 | Feb 09, 2026 |
| Kooman & Associates | History | Reduced | 20,172 | 1,057 | 0.31% | 0.34% | 197 | -685 | -3.28% | Q4 2025 | Jan 23, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 20,100 | 1,053 | 0.02% | 0.01% | 199 | +14,956 | 290.75% | Q4 2025 | Feb 12, 2026 |
| Signet Investment Advisory Group, Inc. | History | Reduced | 20,100 | 1,053 | 0.49% | 0.51% | 198 | -125 | -0.62% | Q4 2025 | Feb 12, 2026 |
| Team Hewins, LLC | History | No change | 19,922 | 1,047 | 0.34% | 0.35% | 200 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 19,783 | 1,036 | 0.01% | 0.02% | 201 | +810 | 4.27% | Q4 2025 | Jan 29, 2026 |
| VICUS CAPITAL | History | Added to | 19,705 | 1,032 | 0.08% | 0.06% | 202 | +5,652 | 40.22% | Q4 2025 | Jan 22, 2026 |
| W.H. Cornerstone Investments Inc. | History | Reduced | 19,326 | 1,012 | 0.61% | 0.68% | 203 | -1,956 | -9.19% | Q4 2025 | Feb 10, 2026 |
| Magnolia Private Wealth, LLC | History | No change | 19,260 | 1,009 | 0.71% | 0.74% | 204 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| EP Wealth Advisors, LLC | History | New | 19,229 | 1,007 | 0.01% | — | 205 | +19,229 | New | Q4 2025 | Feb 18, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 18,723 | 981 | 0.01% | 0.01% | 206 | +2,399 | 14.7% | Q4 2025 | Feb 13, 2026 |
| One Capital Management, LLC | History | Added to | 18,652 | 977 | 0.03% | 0.03% | 207 | +305 | 1.66% | Q4 2025 | Feb 10, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 18,602 | 974 | 0.17% | 0.21% | 208 | -3,829 | -17.07% | Q4 2025 | Jan 15, 2026 |
| BAM Wealth Management, LLC | History | Added to | 18,517 | 970 | 0.7% | 0.64% | 209 | +2,740 | 17.37% | Q4 2025 | Jan 20, 2026 |
| Entelevest, LLC | History | New | 18,239 | 955 | 0.96% | — | 210 | +18,239 | New | Q4 2025 | Feb 11, 2026 |
| Midwest Financial Group LLC | History | Reduced | 17,967 | 941 | 0.42% | 0.48% | 211 | -1,290 | -6.7% | Q4 2025 | Jan 20, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 17,866 | 936 | 0.08% | 0.05% | 212 | +8,586 | 92.52% | Q4 2025 | Feb 04, 2026 |
| Revisor Wealth Management LLC | History | Added to | 17,577 | 925 | 0.25% | 0.25% | 213 | +3,674 | 26.43% | Q4 2025 | Jan 27, 2026 |
| APS Management Group, Inc. | History | Added to | 17,586 | 921 | 0.79% | 0.79% | 214 | +457 | 2.67% | Q4 2025 | Jan 28, 2026 |
| Buck Wealth Strategies, LLC | History | New | 16,950 | 888 | 0.11% | — | 215 | +16,950 | New | Q4 2025 | Feb 03, 2026 |
| Oakwell Private Wealth Management, LLC | History | No change | 16,728 | 876 | 0.16% | 0.18% | 216 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 16,694 | 874 | 0.14% | 0.13% | 217 | +1,761 | 11.79% | Q4 2025 | Jan 20, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 16,593 | 869 | 0.47% | 0.47% | 218 | +214 | 1.31% | Q4 2025 | Feb 24, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 16,462 | 862 | 0.05% | 0.05% | 219 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Summit Financial Consulting LLC | History | Added to | 16,172 | 847 | 0.62% | 0.61% | 220 | +1,642 | 11.3% | Q4 2025 | Jan 23, 2026 |
| ORG Partners LLC | History | Added to | 16,145 | 846 | 0.15% | 0.15% | 221 | +81 | 0.5% | Q4 2025 | Jan 14, 2026 |
| Transcendent Capital Group LLC | History | Reduced | 16,123 | 845 | 0.38% | 0.4% | 222 | -889 | -5.23% | Q4 2025 | Jan 26, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 15,973 | 842 | 0.1% | 0.09% | 223 | +1,310 | 8.93% | Q4 2025 | Feb 03, 2026 |
| Gilman Hill Asset Management, LLC | History | New | 16,031 | 840 | 0.13% | — | 224 | +16,031 | New | Q4 2025 | Jan 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 15,931 | 834 | 0.01% | 0.02% | 225 | -6,978 | -30.46% | Q4 2025 | Jan 29, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 15,610 | 818 | 0.06% | 0.05% | 226 | +1,579 | 11.25% | Q4 2025 | Feb 17, 2026 |
| Oak Wealth Advisors LLC | History | Added to | 15,588 | 816 | 0.47% | 0.45% | 227 | +703 | 4.72% | Q4 2025 | Feb 11, 2026 |
| Merit Financial Group, LLC | History | Reduced | 15,514 | 813 | 0.01% | 0.01% | 228 | -51 | -0.33% | Q4 2025 | Jan 26, 2026 |
| Elequin Capital, LP | History | Reduced | 15,484 | 811 | 0.06% | 0.12% | 229 | -28,241 | -64.59% | Q4 2025 | Feb 17, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 15,404 | 807 | 0.06% | 0.06% | 230 | +1,337 | 9.5% | Q4 2025 | Feb 10, 2026 |
| Objective Capital Management, LLC | History | Added to | 15,190 | 796 | 0.81% | 0.82% | 231 | +92 | 0.61% | Q4 2025 | Feb 04, 2026 |
| IFG Advisory, LLC | History | Added to | 15,174 | 795 | 0.03% | 0.03% | 232 | +2,272 | 17.61% | Q4 2025 | Feb 10, 2026 |
| Syverson Strege & Co | History | Added to | 14,917 | 781 | 0.18% | 0.19% | 233 | +1 | 0.01% | Q4 2025 | Feb 09, 2026 |
| NOVEM GROUP | History | New | 14,724 | 771 | 0.09% | — | 234 | +14,724 | New | Q4 2025 | Jan 27, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Reduced | 14,405 | 754 | 0.44% | 0.46% | 235 | -843 | -5.53% | Q4 2025 | Jan 21, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 14,301 | 749 | 0.0% | 0.0% | 236 | +596 | 4.35% | Q4 2025 | Mar 16, 2026 |
| Mallini Complete Financial Planning LLC | History | No change | 14,100 | 738 | 0.59% | 0.6% | 237 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| WBH ADVISORY INC | History | No change | 13,947 | 730 | 0.05% | 0.06% | 238 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 13,723 | 719 | 0.14% | 0.15% | 239 | -1,201 | -8.05% | Q4 2025 | Jan 09, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 13,688 | 717 | 0.17% | 0.13% | 240 | +437 | 3.3% | Q4 2025 | Feb 17, 2026 |
| Gradient Investments LLC | History | Added to | 13,655 | 715 | 0.01% | 0.01% | 241 | +861 | 6.73% | Q4 2025 | Jan 08, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 13,424 | 703 | 0.01% | 0.02% | 242 | -3,342 | -19.93% | Q4 2025 | Jan 16, 2026 |
| Madison Wealth Partners, Inc | History | Reduced | 13,391 | 701 | 0.13% | 0.15% | 243 | -715 | -5.07% | Q4 2025 | Feb 10, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Added to | 13,186 | 691 | 0.71% | 0.52% | 244 | +1,589 | 13.7% | Q4 2025 | Jan 16, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 13,053 | 684 | 0.25% | 0.28% | 245 | -810 | -5.84% | Q4 2025 | Jan 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 12,993 | 682 | 0.02% | 0.02% | 247 | +1,309 | 11.2% | Q4 2025 | Jan 29, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 13,022 | 682 | 0.02% | 0.02% | 246 | -689 | -5.03% | Q4 2025 | Feb 03, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 12,943 | 678 | 0.07% | 0.09% | 248 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 12,654 | 663 | 0.0% | 0.0% | 249 | -711 | -5.32% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 12,458 | 652 | 0.0% | 0.0% | 250 | -935 | -6.98% | Q4 2025 | Feb 18, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Added to | 12,430 | 651 | 1.08% | 0.87% | 252 | +10 | 0.08% | Q4 2025 | Feb 09, 2026 |
| Anchor Investment Management, LLC | History | No change | 12,427 | 651 | 0.05% | 0.05% | 251 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Beckerman Institutional, LLC | History | Added to | 12,245 | 641 | 0.36% | 0.22% | 253 | +5,097 | 71.31% | Q4 2025 | Feb 10, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 12,181 | 638 | 0.01% | 0.02% | 254 | -2,634 | -17.78% | Q4 2025 | Feb 05, 2026 |
| MONTAG A & ASSOCIATES INC | History | New | 12,025 | 632 | 0.03% | — | 255 | +12,025 | New | Q4 2025 | Feb 02, 2026 |
| Zhang Financial LLC | History | New | 11,961 | 626 | 0.02% | — | 256 | +11,961 | New | Q4 2025 | Feb 10, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 11,875 | 622 | 0.0% | 0.0% | 257 | -55 | -0.46% | Q4 2025 | Feb 13, 2026 |
| Focus Financial Network, Inc. | History | Added to | 11,649 | 612 | 0.02% | 0.02% | 258 | +33 | 0.28% | Q4 2025 | Jan 12, 2026 |
| Kendall Capital Management | History | No change | 11,600 | 607 | 0.13% | 0.14% | 259 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| ASSETMARK, INC | History | Added to | 11,538 | 604 | 0.0% | 0.0% | 260 | +8,162 | 241.77% | Q4 2025 | Jan 23, 2026 |
| Tortoise Investment Management, LLC | History | No change | 11,390 | 596 | 0.05% | 0.05% | 261 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Financial Designs Corp | History | No change | 11,361 | 595 | 0.34% | 0.35% | 262 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CORA CAPITAL ADVISORS LLC | History | No change | 11,327 | 593 | 0.23% | 0.25% | 263 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| NWAM LLC | History | Reduced | 11,234 | 592 | 0.03% | 0.03% | 264 | -130 | -1.14% | Q4 2025 | Feb 04, 2026 |
| Reality Financial Planning Services, LLC | History | New | 11,259 | 590 | 0.57% | — | 265 | +11,259 | New | Q4 2025 | Feb 12, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 11,187 | 586 | 0.02% | 0.02% | 266 | +1,022 | 10.05% | Q4 2025 | Feb 13, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 11,000 | 576 | 0.02% | 0.02% | 267 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | No change | 10,800 | 566 | 0.36% | 0.37% | 268 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | New | 10,458 | 548 | 0.27% | — | 269 | +10,458 | New | Q4 2025 | Jan 30, 2026 |
| Astoria Portfolio Advisors LLC. | History | Reduced | 10,280 | 547 | 0.12% | 0.21% | 270 | -4,751 | -31.61% | Q4 2025 | Feb 24, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 10,405 | 545 | 0.24% | 0.22% | 271 | +1,443 | 16.1% | Q4 2025 | Jan 29, 2026 |
| Friday Financial | History | Added to | 10,278 | 538 | 0.19% | 0.12% | 272 | +4,772 | 86.67% | Q4 2025 | Jan 09, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 10,191 | 534 | 0.02% | 0.02% | 273 | +522 | 5.4% | Q4 2025 | Feb 17, 2026 |
| DAVENPORT & Co LLC | History | Added to | 10,115 | 530 | 0.0% | 0.0% | 274 | +907 | 9.85% | Q4 2025 | Jan 12, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 10,086 | 528 | 0.02% | 0.01% | 275 | +2,275 | 29.13% | Q4 2025 | Feb 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 10,075 | 528 | 0.0% | 0.0% | 276 | +9 | 0.09% | Q4 2025 | Feb 06, 2026 |
| Hobbs Group Advisors, LLC | History | No change | 9,958 | 521 | 0.16% | 0.16% | 277 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 9,835 | 515 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Seneca House Advisors | History | New | 9,800 | 513 | 0.19% | — | 279 | +9,800 | New | Q4 2025 | Feb 17, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 9,721 | 509 | 0.01% | — | 280 | +9,721 | New | Q4 2025 | Jan 23, 2026 |
| Advyzon Investment Management, LLC | History | New | 9,693 | 508 | 0.06% | — | 281 | +9,693 | New | Q4 2025 | Feb 13, 2026 |
| Clark Wealth Partners | History | No change | 9,606 | 503 | 0.31% | 0.31% | 282 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Curi Capital, LLC | History | New | 9,395 | 493 | 0.01% | — | 283 | +9,395 | New | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 9,362 | 490 | 0.02% | 0.03% | 284 | -893 | -8.71% | Q4 2025 | Jan 20, 2026 |
| Advisory Services Network, LLC | History | Added to | 8,998 | 471 | 0.01% | 0.01% | 285 | +402 | 4.68% | Q4 2025 | Feb 17, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 8,844 | 464 | 0.04% | 0.06% | 286 | -3,406 | -27.8% | Q4 2025 | Jan 23, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 8,777 | 460 | 0.03% | 0.04% | 287 | +198 | 2.31% | Q4 2025 | Jan 09, 2026 |
| REAP Financial Group, LLC | History | Added to | 8,757 | 458 | 0.09% | 0.09% | 288 | +1,047 | 13.58% | Q4 2025 | Feb 10, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 8,706 | 457 | 0.01% | 0.02% | 289 | -30 | -0.34% | Q4 2025 | Jan 20, 2026 |
| Regal Investment Advisors LLC | History | New | 8,689 | 455 | 0.03% | — | 290 | +8,689 | New | Q4 2025 | Feb 17, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 8,370 | 438 | 0.15% | 0.14% | 291 | +702 | 9.15% | Q4 2025 | Feb 09, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | No change | 8,370 | 438 | 0.19% | 0.19% | 292 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Added to | 8,337 | 436 | 0.2% | 0.21% | 293 | +29 | 0.35% | Q4 2025 | Jan 28, 2026 |
| Prospera Financial Services Inc | History | New | 8,128 | 425 | 0.01% | — | 294 | +8,128 | New | Q4 2025 | Feb 09, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 7,818 | 409 | 0.02% | 0.02% | 295 | -3,788 | -32.64% | Q4 2025 | Jan 15, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | New | 7,644 | 400 | 0.01% | — | 296 | +7,644 | New | Q4 2025 | Jan 12, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 7,594 | 398 | 0.13% | 0.11% | 297 | +1,575 | 26.17% | Q4 2025 | Feb 17, 2026 |
| Balance Wealth, LLC | History | Added to | 7,558 | 396 | 0.13% | 0.09% | 298 | +337 | 4.67% | Q4 2025 | Jan 21, 2026 |
| Betterment LLC | History | Added to | 7,499 | 393 | 0.0% | 0.0% | 299 | +632 | 9.2% | Q4 2025 | Feb 12, 2026 |
| Atlas Legacy Advisors, LLC | History | Reduced | 7,251 | 380 | 0.07% | 0.08% | 300 | -254 | -3.38% | Q4 2025 | Jan 29, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 7,169 | 375 | 0.11% | 0.1% | 301 | +675 | 10.39% | Q4 2025 | Jan 14, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 7,031 | 368 | 0.02% | 0.02% | 302 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Discipline Wealth Solutions, LLC | History | No change | 6,966 | 365 | 0.07% | 0.1% | 303 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Added to | 6,679 | 350 | 0.24% | 0.25% | 304 | +37 | 0.56% | Q4 2025 | Feb 09, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 6,592 | 345 | 0.01% | 0.01% | 305 | -8,229 | -55.52% | Q4 2025 | Feb 09, 2026 |
| PFG Advisors | History | Added to | 6,587 | 345 | 0.02% | 0.01% | 306 | +41 | 0.63% | Q4 2025 | Jan 27, 2026 |
| Mattson Financial Services, LLC | History | Added to | 6,574 | 344 | 0.08% | 0.08% | 307 | +34 | 0.52% | Q4 2025 | Feb 12, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 6,534 | 342 | 0.04% | 0.04% | 308 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Quantinno Capital Management LP | History | New | 6,488 | 340 | 0.0% | — | 309 | +6,488 | New | Q4 2025 | Feb 17, 2026 |
| MBE Wealth Management, LLC | History | New | 6,448 | 337 | 0.14% | — | 310 | +6,448 | New | Q4 2025 | Jan 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 6,281 | 329 | 0.01% | 0.01% | 311 | +425 | 7.26% | Q4 2025 | Feb 09, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 6,243 | 327 | 0.0% | 0.0% | 313 | -48 | -0.76% | Q4 2025 | Jan 29, 2026 |
| Composition Wealth, LLC | History | Added to | 6,253 | 327 | 0.0% | 0.0% | 314 | +2 | 0.03% | Q4 2025 | Feb 02, 2026 |
| COMMERCE BANK | History | No change | 6,257 | 327 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Burford Brothers, Inc. | History | No change | 6,149 | 322 | 0.13% | 0.14% | 315 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Atria Investments, Inc | History | Added to | 6,129 | 321 | 0.0% | 0.0% | 316 | +198 | 3.34% | Q4 2025 | Feb 05, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 6,025 | 315 | 0.02% | 0.02% | 317 | +412 | 7.34% | Q4 2025 | Jan 20, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 5,978 | 313 | 0.03% | 0.04% | 318 | -902 | -13.11% | Q4 2025 | Mar 03, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | Reduced | 5,935 | 311 | 0.15% | 0.16% | 319 | -433 | -6.8% | Q4 2025 | Jan 23, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | No change | 5,950 | 311 | 0.14% | 0.15% | 320 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BIP Wealth, LLC | History | New | 5,923 | 310 | 0.01% | — | 321 | +5,923 | New | Q4 2025 | Jan 21, 2026 |
| Compound Planning, Inc. | History | No change | 5,906 | 309 | 0.01% | 0.01% | 322 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| GWN SECURITIES INC. | History | Added to | 5,767 | 302 | 0.06% | 0.06% | 323 | +1,086 | 23.2% | Q4 2025 | Feb 11, 2026 |
| NewSquare Capital LLC | History | Reduced | 5,774 | 302 | 0.03% | 0.02% | 324 | -728 | -11.2% | Q4 2025 | Feb 17, 2026 |
| Seaside Wealth Management, Inc. | History | No change | 5,722 | 299 | 0.09% | 0.09% | 325 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Vantage Point Financial LLC | History | New | 5,671 | 297 | 0.11% | — | 326 | +5,671 | New | Q4 2025 | Feb 02, 2026 |
| Clear Point Advisors Inc. | History | Reduced | 5,597 | 293 | 0.23% | 0.23% | 327 | -56 | -0.99% | Q4 2025 | Feb 10, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 5,569 | 291 | 0.0% | 0.0% | 328 | +123 | 2.26% | Q4 2025 | Feb 13, 2026 |
| Commonwealth Retirement Investments LLC | History | No change | 5,500 | 288 | 0.09% | 0.1% | 329 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Clark Asset Management, LLC | History | No change | 5,470 | 286 | 0.03% | 0.03% | 330 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 5,435 | 284 | 0.02% | 0.09% | 331 | -27,252 | -83.37% | Q4 2025 | Jan 07, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | No change | 5,372 | 281 | 0.05% | 0.05% | 332 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Private Wealth Group, LLC | History | Reduced | 5,292 | 277 | 0.13% | 0.14% | 333 | -71 | -1.32% | Q4 2025 | Jan 12, 2026 |
| Professional Financial Advisors, LLC | History | Reduced | 5,274 | 276 | 0.06% | 0.06% | 334 | -585 | -9.98% | Q4 2025 | Jan 15, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 5,238 | 274 | 0.09% | 0.12% | 335 | -598 | -10.25% | Q4 2025 | Jan 08, 2026 |
| Mutual Advisors, LLC | History | Added to | 5,206 | 272 | 0.01% | 0.01% | 336 | +1 | 0.02% | Q4 2025 | Feb 02, 2026 |
| Powers Advisory Group, LLC | History | Added to | 5,137 | 269 | 0.1% | 0.11% | 337 | +32 | 0.63% | Q4 2025 | Jan 22, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | New | 4,969 | 260 | 0.14% | — | 338 | +4,969 | New | Q4 2025 | Feb 12, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 4,906 | 257 | 0.0% | 0.0% | 339 | +88 | 1.83% | Q4 2025 | Feb 02, 2026 |
| ALTFEST L J & CO INC | History | No change | 4,798 | 251 | 0.03% | 0.03% | 340 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Neuberger Berman Group LLC | History | New | 4,774 | 250 | 0.0% | — | 341 | +4,774 | New | Q4 2025 | Feb 13, 2026 |
| Legacy Edge Advisors, LLC | History | New | 4,774 | 250 | 0.03% | — | 342 | +4,774 | New | Q4 2025 | Feb 02, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 4,759 | 249 | 0.02% | 0.02% | 343 | +450 | 10.44% | Q4 2025 | Feb 09, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 4,751 | 249 | 0.12% | 0.13% | 345 | +38 | 0.81% | Q4 2025 | Feb 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 4,741 | 249 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Sigma Planning Corp | History | Added to | 4,632 | 242 | 0.01% | 0.01% | 346 | +202 | 4.56% | Q4 2025 | Jan 30, 2026 |
| Key FInancial Inc | History | No change | 4,579 | 239 | 0.04% | 0.04% | 347 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| DecisionMap Wealth Management, LLC | History | Added to | 4,450 | 233 | 0.14% | 0.13% | 348 | +527 | 13.43% | Q4 2025 | Jan 07, 2026 |
| GTS SECURITIES LLC | History | New | 4,315 | 226 | 0.01% | — | 349 | +4,315 | New | Q4 2025 | Feb 13, 2026 |
| Advisor OS, LLC | History | New | 4,308 | 225 | 0.02% | — | 351 | +4,308 | New | Q4 2025 | Feb 04, 2026 |
| ROMANO BROTHERS AND COMPANY | History | No change | 4,300 | 225 | 0.03% | 0.03% | 350 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 4,176 | 218 | 0.0% | 0.0% | 352 | -64 | -1.51% | Q4 2025 | Jan 21, 2026 |
| Hershey Financial Advisers, LLC | History | New | 4,104 | 215 | 0.18% | — | 353 | +4,104 | New | Q4 2025 | Feb 18, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 4,088 | 214 | 0.03% | 0.01% | 354 | +2,845 | 228.88% | Q4 2025 | Jan 23, 2026 |
| Modern Wealth Management, LLC | History | No change | 4,095 | 214 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 4,082 | 213 | 0.0% | — | 356 | +4,082 | New | Q4 2025 | Mar 25, 2026 |
| Sovran Advisors, LLC | History | No change | 4,037 | 212 | 0.02% | 0.02% | 357 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Evergreen Wealth Partners LLC | History | New | 4,035 | 211 | 0.18% | — | 358 | +4,035 | New | Q4 2025 | Feb 05, 2026 |
| Goldstein Advisors, LLC | History | No change | 4,021 | 210 | 0.02% | 0.03% | 359 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Diversified Portfolios, Inc. | History | New | 4,003 | 209 | 0.02% | — | 360 | +4,003 | New | Q4 2025 | Feb 09, 2026 |
| Millstone Evans Group, LLC | History | No change | 4,000 | 209 | 0.12% | 0.13% | 361 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 3,951 | 207 | 0.0% | — | 363 | +3,951 | New | Q4 2025 | Feb 18, 2026 |
| Claro Advisors Inc. | History | Reduced | 3,954 | 207 | 0.03% | 0.04% | 362 | -1,192 | -23.16% | Q4 2025 | Feb 17, 2026 |
| Stablepoint Partners, LLC | History | New | 3,934 | 206 | 0.03% | — | 366 | +3,934 | New | Q4 2025 | Jan 13, 2026 |
| Continuum Advisory, LLC | History | Reduced | 3,932 | 206 | 0.02% | 0.03% | 365 | -1,048 | -21.04% | Q4 2025 | Feb 11, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 3,937 | 206 | 0.0% | 0.0% | 364 | +8 | 0.2% | Q4 2025 | Feb 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 3,878 | 203 | 0.01% | 0.01% | 367 | +16 | 0.41% | Q4 2025 | Jan 21, 2026 |
| HUB Investment Partners, LLC | History | No change | 3,868 | 202 | 0.01% | 0.01% | 368 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Occidental Asset Management, LLC | History | New | 3,846 | 201 | 0.02% | — | 369 | +3,846 | New | Q4 2025 | Jan 08, 2026 |
| Compass Ion Advisors, LLC | History | New | 3,835 | 200 | 0.02% | — | 371 | +3,835 | New | Q4 2025 | Jan 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 3,834 | 200 | 0.0% | 0.0% | 370 | -2,554 | -39.98% | Q4 2025 | Feb 17, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 3,813 | 199 | 0.01% | 0.01% | 372 | -70 | -1.8% | Q4 2025 | Feb 20, 2026 |
| IFP Advisors, Inc | History | Reduced | 3,445 | 180 | 0.0% | 0.0% | 373 | -31 | -0.89% | Q4 2025 | Feb 06, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 3,380 | 177 | 0.04% | 0.0% | 375 | +3,235 | 2231.03% | Q4 2025 | Feb 11, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Added to | 3,378 | 177 | 0.1% | 0.09% | 374 | +290 | 9.39% | Q4 2025 | Feb 18, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 3,008 | 157 | 0.0% | 0.0% | 376 | +25 | 0.84% | Q4 2025 | Feb 06, 2026 |
| MCF Advisors LLC | History | New | 2,500 | 131 | 0.01% | — | 377 | +2,500 | New | Q4 2025 | Feb 11, 2026 |
| SITTNER & NELSON, LLC | History | New | 2,000 | 105 | 0.04% | — | 378 | +2,000 | New | Q4 2025 | Feb 11, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,915 | 100 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 1,768 | 92 | 0.08% | — | 380 | +1,768 | New | Q4 2025 | Feb 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,700 | 89 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EASTERN BANK | History | No change | 1,700 | 89 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 1,555 | 81 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Red Tortoise LLC | History | Added to | 1,416 | 74 | 0.03% | 0.03% | 384 | +11 | 0.78% | Q4 2025 | Jan 22, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,359 | 71 | 0.0% | 0.0% | 385 | +5 | 0.37% | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | New | 1,322 | 69 | 0.0% | — | 386 | +1,322 | New | Q4 2025 | Feb 13, 2026 |
| IMG Wealth Management, Inc. | History | No change | 1,295 | 67 | 0.04% | 0.05% | 387 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,167 | 61 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CITIGROUP INC | History | No change | 1,000 | 52 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | New | 962 | 50 | 0.0% | — | 390 | +962 | New | Q4 2025 | Jan 16, 2026 |
| WealthShield Partners, LLC | History | Reduced | 949 | 49 | 0.01% | 0.01% | 391 | -605 | -38.93% | Q4 2025 | Feb 03, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 675 | 35 | 0.02% | — | 392 | +675 | New | Q4 2025 | Feb 11, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 590 | 30 | 0.0% | 0.0% | 393 | -176 | -22.98% | Q4 2025 | Feb 12, 2026 |
| Allianz Asset Management GmbH | History | Added to | 394 | 20 | 0.0% | 0.0% | 394 | +105 | 36.33% | Q4 2025 | Feb 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 375 | 19 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 354 | 18 | 0.0% | 0.0% | 396 | +10 | 2.91% | Q4 2025 | Feb 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 302 | 15 | 0.0% | 0.01% | 397 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 274 | 14 | 0.0% | 0.0% | 398 | +1 | 0.37% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Added to | 252 | 13 | 0.0% | 0.0% | 399 | +47 | 22.93% | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 228 | 11 | 0.0% | 0.0% | 400 | -216 | -48.65% | Q4 2025 | Jan 21, 2026 |
| AE Wealth Management LLC | History | Added to | 152 | 7 | 0.0% | — | 401 | +133 | 700.0% | Q4 2025 | Jan 26, 2026 |
| Trust Co | History | New | 112 | 5 | 0.0% | — | 402 | +112 | New | Q4 2025 | Jan 15, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 105 | 5 | 0.0% | 0.0% | 403 | -105 | -50.0% | Q4 2025 | Feb 18, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 70 | 3 | 0.0% | — | 404 | +70 | New | Q4 2025 | Feb 05, 2026 |
| Greykasell Wealth Strategies, Inc. | History | New | 68 | 3 | 0.0% | — | 405 | +68 | New | Q4 2025 | Feb 11, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 40 | 2 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Parallel Advisors, LLC | History | New | 22 | 1 | 0.0% | — | 408 | +22 | New | Q4 2025 | Feb 11, 2026 |
| Horizon Investments, LLC | History | Added to | 22 | 1 | 0.0% | — | 407 | +9 | 69.23% | Q4 2025 | Feb 02, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -72,473 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -27,937 | -100.0% | Q3 2025 | Nov 12, 2025 |
| NATIXIS ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,622 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Crossmark Global Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -23,647 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Redhawk Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -16,835 | -100.0% | Q3 2025 | Oct 09, 2025 |
| PUREfi Wealth, LLC | History | Closed out | 0 | 0 | — | 0.49% | — | -12,171 | -100.0% | Q3 2025 | Oct 21, 2025 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -9,200 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Golden State Equity Partners | History | Closed out | 0 | 0 | — | 0.08% | — | -8,576 | -100.0% | Q3 2025 | Oct 21, 2025 |
| DENVER WEALTH MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.15% | — | -7,600 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Sunesis Advisors, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -6,638 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Wealthcare Advisory Partners LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,358 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Beaumont Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,435 | -100.0% | Q3 2025 | Oct 23, 2025 |
| COZAD ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,945 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Legacy Capital Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,094 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,900 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,534 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Heartwood Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,032 | -100.0% | Q3 2025 | Oct 06, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,747 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Premier Financial Group | History | Closed out | 0 | 0 | — | 0.03% | — | -1,800 | -100.0% | Q3 2025 | Oct 20, 2025 |
| TruNorth Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,000 | -100.0% | Q3 2025 | Oct 21, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 15 | 0 | — | 0.0% | — | -841 | -98.25% | Q4 2025 | Feb 10, 2026 |
| Goodman Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -312 | -100.0% | Q3 2025 | Nov 13, 2025 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 11, 2026 |