FIDELITY COMMONWEALTH TRUST - ONEQ
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 97 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Align Financial, LLC | History | New | 271,275 | 271,275 | 0.16% | — | 1 | +271,275 | New | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Reduced | 1,399,917 | 127,952 | 0.01% | 0.01% | 2 | -2,897 | -0.21% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,353,796 | 123,736 | 0.16% | 0.16% | 3 | -51,333 | -3.65% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Added to | 1,201,414 | 109,809 | 0.03% | 0.03% | 4 | +86,467 | 7.76% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 846,890 | 77,405 | 0.01% | 0.0% | 5 | +280,655 | 49.57% | Q4 2025 | Feb 17, 2026 |
| Wealthfront Advisers LLC | History | Added to | 688,825 | 62,958 | 0.14% | 0.14% | 6 | +40,983 | 6.33% | Q4 2025 | Jan 30, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 597,506 | 54,612 | 0.02% | 0.02% | 7 | -32,411 | -5.15% | Q4 2025 | Feb 09, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 593,575 | 54,252 | 4.04% | 4.25% | 8 | -22,542 | -3.66% | Q4 2025 | Jan 16, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 521,216 | 47,639 | 7.35% | 5.7% | 9 | +155,262 | 42.43% | Q4 2025 | Jan 28, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | Reduced | 501,236 | 45,812 | 1.34% | 1.39% | 10 | -245 | -0.05% | Q4 2025 | Jan 20, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 438,514 | 40,080 | 2.44% | 2.58% | 11 | -15,708 | -3.46% | Q4 2025 | Feb 18, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 420,447 | 38,428 | 0.16% | 0.17% | 12 | +11,909 | 2.92% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 389,358 | 35,587 | 0.0% | 0.0% | 13 | +55,534 | 16.64% | Q4 2025 | Feb 13, 2026 |
| LJI Wealth Management, LLC | History | Added to | 368,844 | 33,712 | 5.14% | 5.23% | 14 | +32,552 | 9.68% | Q4 2025 | Feb 03, 2026 |
| TCP Asset Management, LLC | History | Added to | 314,137 | 28,712 | 4.84% | 4.87% | 15 | +7,793 | 2.54% | Q4 2025 | Jan 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 304,001 | 27,820 | 0.04% | 0.04% | 16 | -10,946 | -3.48% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 252,123 | 23,044 | 0.06% | 0.05% | 17 | +42,428 | 20.23% | Q4 2025 | Feb 05, 2026 |
| Prasad Wealth Partners, LLC | History | Reduced | 248,186 | 22,684 | 6.05% | 6.21% | 18 | -1,792 | -0.72% | Q4 2025 | Jan 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 244,647 | 22,360 | 0.01% | 0.0% | 19 | +1,960 | 0.81% | Q4 2025 | Feb 17, 2026 |
| Madison Wealth Partners, Inc | History | Reduced | 234,437 | 21,427 | 3.91% | 4.16% | 20 | -1,659 | -0.7% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Reduced | 233,590 | 21,350 | 0.0% | 0.0% | 21 | -11,499 | -4.69% | Q4 2025 | Jan 29, 2026 |
| David Kennon Inc | History | Reduced | 230,452 | 21,063 | 7.49% | 7.62% | 22 | -7,136 | -3.0% | Q4 2025 | Jan 26, 2026 |
| ROYAL BANK OF CANADA | History | New | 217,050 | 19,839 | 0.0% | — | 23 | +217,050 | New | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 195,329 | 17,853 | 0.1% | 0.1% | 24 | +4,079 | 2.13% | Q4 2025 | Feb 12, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 172,156 | 15,735 | 0.54% | 0.55% | 25 | -1 | -0.0% | Q4 2025 | Feb 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 165,251 | 15,220 | 0.03% | 0.03% | 26 | -13,518 | -7.56% | Q4 2025 | Feb 05, 2026 |
| HighTower Advisors, LLC | History | Reduced | 164,292 | 15,016 | 0.02% | 0.02% | 27 | -23,865 | -12.68% | Q4 2025 | Feb 06, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Added to | 150,919 | 13,793 | 0.73% | 0.98% | 28 | +23,794 | 18.72% | Q4 2025 | Feb 09, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 140,700 | 12,859 | 0.02% | 0.03% | 29 | -72,100 | -33.88% | Q4 2025 | Feb 17, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 136,438 | 12,470 | 2.06% | 2.09% | 30 | -406 | -0.3% | Q4 2025 | Feb 06, 2026 |
| Cetera Investment Advisers | History | Added to | 131,892 | 12,054 | 0.01% | 0.01% | 31 | +10,646 | 8.78% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 119,300 | 10,904 | 0.01% | — | 32 | +119,300 | New | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 119,228 | 10,897 | 0.0% | 0.0% | 33 | +912 | 0.77% | Q4 2025 | Feb 18, 2026 |
| Focus Partners Wealth | History | Added to | 118,999 | 10,876 | 0.01% | 0.02% | 34 | +3,815 | 3.31% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 115,667 | 10,571 | 0.01% | 0.01% | 35 | +19,101 | 19.78% | Q4 2025 | Feb 17, 2026 |
| jvl associates llc | History | Reduced | 114,045 | 10,423 | 3.39% | 3.44% | 36 | -2,584 | -2.22% | Q4 2025 | Jan 09, 2026 |
| Silicon Valley Capital Partners | History | Reduced | 111,267 | 10,169 | 0.93% | 0.96% | 37 | -3,128 | -2.73% | Q4 2025 | Feb 13, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 105,899 | 9,679 | 0.07% | 0.07% | 38 | -3,263 | -2.99% | Q4 2025 | Feb 13, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 103,918 | 9,498 | 0.59% | 0.62% | 39 | -3,244 | -3.03% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 102,225 | 9,343 | 0.01% | 0.01% | 40 | -44,726 | -30.44% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 96,008 | 8,775 | 0.01% | 0.01% | 41 | +346 | 0.36% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 95,438 | 8,722 | 0.0% | 0.0% | 42 | -1,410 | -1.46% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 94,327 | 8,621 | 0.0% | 0.0% | 43 | -20,480 | -17.84% | Q4 2025 | Feb 11, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 92,700 | 8,472 | 0.02% | 0.03% | 44 | -2,300 | -2.42% | Q4 2025 | Jan 26, 2026 |
| Harvest Investment Advisors, LLC | History | New | 82,214 | 7,514 | 4.26% | — | 45 | +82,214 | New | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Added to | 82,005 | 7,495 | 0.04% | 0.04% | 46 | +5,756 | 7.55% | Q4 2025 | Jan 26, 2026 |
| Portfolio Strategies, Inc. | History | Reduced | 77,977 | 7,127 | 0.83% | 0.86% | 47 | -5,033 | -6.06% | Q4 2025 | Jan 27, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 75,370 | 6,888 | 0.99% | 0.67% | 48 | +24,402 | 47.88% | Q4 2025 | Jan 28, 2026 |
| Sigma Planning Corp | History | Added to | 69,584 | 6,359 | 0.18% | 0.17% | 49 | +1,909 | 2.82% | Q4 2025 | Jan 30, 2026 |
| Spire Wealth Management | History | Reduced | 69,102 | 6,315 | 0.21% | 0.22% | 50 | -2,486 | -3.47% | Q4 2025 | Jan 14, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 68,018 | 6,216 | 0.41% | 0.39% | 51 | +3,928 | 6.13% | Q4 2025 | Feb 20, 2026 |
| Keenan, LLC | History | New | 66,541 | 6,081 | 5.35% | — | 52 | +66,541 | New | Q4 2025 | Mar 04, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 59,133 | 5,404 | 2.17% | 1.81% | 53 | +9,912 | 20.14% | Q4 2025 | Jan 20, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Reduced | 58,675 | 5,362 | 0.73% | 0.77% | 54 | -117 | -0.2% | Q4 2025 | Jan 14, 2026 |
| Ayalon Insurance Comp Ltd. | History | No change | 57,760 | 5,279 | 1.28% | 1.3% | 55 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Creative Planning | History | Added to | 57,717 | 5,275 | 0.0% | 0.0% | 56 | +3,472 | 6.4% | Q4 2025 | Feb 17, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 57,677 | 5,271 | 0.78% | 0.24% | 57 | +45,798 | 385.54% | Q4 2025 | Feb 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 57,134 | 5,222 | 0.0% | 0.0% | 58 | +1,783 | 3.22% | Q4 2025 | Feb 10, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 57,042 | 5,213 | 0.27% | 0.28% | 59 | +68 | 0.12% | Q4 2025 | Feb 05, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 54,969 | 5,024 | 0.13% | 0.13% | 60 | +503 | 0.92% | Q4 2025 | Feb 17, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 53,394 | 4,880 | 0.06% | 0.07% | 61 | -10,643 | -16.62% | Q4 2025 | Jan 21, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | No change | 53,391 | 4,879 | 0.84% | 0.82% | 62 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| B&D White Capital Company, LLC | History | Added to | 53,318 | 4,873 | 0.56% | 0.61% | 63 | +38 | 0.07% | Q4 2025 | Feb 13, 2026 |
| Moors & Cabot, Inc. | History | No change | 48,648 | 4,446 | 0.19% | 0.19% | 64 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Cedar Point Capital Partners, LLC | History | Added to | 48,465 | 4,429 | 2.83% | 2.63% | 65 | +3,405 | 7.56% | Q4 2025 | Feb 11, 2026 |
| Equitable Holdings, Inc. | History | Added to | 45,503 | 4,158 | 0.03% | 0.03% | 66 | +631 | 1.41% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 45,412 | 4,150 | 1.83% | 1.75% | 67 | +321 | 0.71% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 44,023 | 4,023 | 0.01% | 0.0% | 68 | +16,417 | 59.47% | Q4 2025 | Feb 18, 2026 |
| Strategic Blueprint, LLC | History | Added to | 43,312 | 3,958 | 0.23% | 0.16% | 70 | +3,217 | 8.02% | Q4 2025 | Jan 30, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 43,314 | 3,958 | 0.22% | 0.22% | 69 | +2,467 | 6.04% | Q4 2025 | Feb 04, 2026 |
| Bawa N Mallick Trust | History | No change | 43,000 | 3,930 | 1.46% | 1.45% | 71 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 42,415 | 3,877 | 0.03% | 0.05% | 72 | -6,483 | -13.26% | Q4 2025 | Jan 28, 2026 |
| Indivisible Partners | History | New | 41,897 | 3,829 | 0.42% | — | 73 | +41,897 | New | Q4 2025 | Feb 03, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 41,675 | 3,809 | 0.42% | 0.5% | 74 | +166 | 0.4% | Q4 2025 | Feb 11, 2026 |
| EQ LLC | History | Reduced | 41,609 | 3,803 | 1.1% | 3.75% | 75 | -82,373 | -66.44% | Q4 2025 | Feb 10, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 40,792 | 3,728 | 0.06% | 0.08% | 76 | -469 | -1.14% | Q4 2025 | Feb 19, 2026 |
| Focused Wealth Management, Inc | History | Added to | 40,430 | 3,695 | 0.39% | 0.36% | 77 | +2,425 | 6.38% | Q4 2025 | Jan 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 39,721 | 3,630 | 0.01% | 0.01% | 78 | +6,641 | 20.08% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 39,317 | 3,593 | 0.25% | 0.27% | 79 | +1,645 | 4.37% | Q4 2025 | Jan 21, 2026 |
| Roxbury Financial LLC | History | Reduced | 39,251 | 3,587 | 3.22% | 3.26% | 80 | -403 | -1.02% | Q4 2025 | Jan 05, 2026 |
| BESSEMER GROUP INC | History | Reduced | 37,795 | 3,454 | 0.01% | 0.01% | 81 | -100 | -0.26% | Q4 2025 | Feb 05, 2026 |
| Blue Zone Wealth Advisors, LLC | History | Added to | 37,260 | 3,405 | 0.65% | 0.64% | 82 | +1,145 | 3.17% | Q4 2025 | Jan 21, 2026 |
| Baird Financial Group, Inc. | History | Added to | 37,038 | 3,385 | 0.01% | 0.01% | 83 | +204 | 0.55% | Q4 2025 | Feb 13, 2026 |
| Texas Yale Capital Corp. | History | No change | 37,000 | 3,381 | 0.1% | 0.1% | 84 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 35,888 | 3,305 | 0.13% | 0.19% | 85 | +1,969 | 5.81% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 35,769 | 3,269 | 0.05% | 0.05% | 86 | +658 | 1.87% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 35,357 | 3,231 | 0.0% | — | 87 | +35,357 | New | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 34,583 | 3,160 | 0.0% | 0.0% | 88 | -31,727 | -47.85% | Q4 2025 | Feb 10, 2026 |
| HWG Holdings LP | History | Added to | 34,284 | 3,133 | 0.76% | 0.77% | 89 | +228 | 0.67% | Q4 2025 | Jan 12, 2026 |
| Advisory Services Network, LLC | History | Reduced | 33,326 | 3,045 | 0.04% | 0.04% | 90 | -168 | -0.5% | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | Added to | 32,666 | 2,985 | 0.04% | 0.01% | 91 | +25,485 | 354.89% | Q4 2025 | Feb 13, 2026 |
| Lido Advisors, LLC | History | Added to | 33,248 | 2,964 | 0.01% | 0.01% | 92 | +488 | 1.49% | Q4 2025 | Feb 10, 2026 |
| Trevian Wealth Management LLC | History | New | 29,976 | 2,739 | 1.3% | — | 93 | +29,976 | New | Q4 2025 | Feb 05, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 29,797 | 2,723 | 0.01% | 0.01% | 94 | -4,351 | -12.74% | Q4 2025 | Feb 18, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 28,500 | 2,604 | 0.0% | 0.0% | 95 | +3,500 | 14.0% | Q4 2025 | Feb 12, 2026 |
| CRA Financial Services, LLC | History | Reduced | 28,448 | 2,600 | 0.34% | 0.35% | 96 | -224 | -0.78% | Q4 2025 | Jan 16, 2026 |
| Variant Private Wealth, LLC | History | Reduced | 28,381 | 2,594 | 2.7% | 2.46% | 97 | -1,525 | -5.1% | Q4 2025 | Jan 26, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 27,610 | 2,523 | 0.03% | 0.03% | 98 | -685 | -2.42% | Q4 2025 | Jan 29, 2026 |
| KM Capital Management Ltd. | History | Reduced | 27,564 | 2,519 | 1.29% | 1.95% | 99 | -19,686 | -41.66% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 27,371 | 2,501 | 0.06% | 0.03% | 100 | +13,473 | 96.94% | Q4 2025 | Feb 06, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 27,270 | 2,492 | 0.07% | 0.08% | 101 | -5,200 | -16.01% | Q4 2025 | Jan 23, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 27,176 | 2,483 | 0.02% | 0.02% | 102 | -52 | -0.19% | Q4 2025 | Feb 12, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 24,399 | 2,230 | 0.51% | 0.51% | 103 | -3,071 | -11.18% | Q4 2025 | Feb 02, 2026 |
| Beckerman Institutional, LLC | History | No change | 23,834 | 2,178 | 1.22% | 1.25% | 104 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 22,850 | 2,121 | 0.24% | 0.25% | 105 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 23,149 | 2,115 | 0.25% | 0.23% | 106 | +2,637 | 12.86% | Q4 2025 | Jan 26, 2026 |
| BROWN ADVISORY INC | History | Reduced | 22,980 | 2,100 | 0.0% | 0.0% | 107 | -1 | -0.0% | Q4 2025 | Feb 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 22,940 | 2,096 | 0.01% | — | 108 | +22,940 | New | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 22,587 | 2,091 | 0.0% | 0.0% | 109 | +2,482 | 12.35% | Q4 2025 | Jan 08, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 22,621 | 2,067 | 0.04% | 0.04% | 110 | +558 | 2.53% | Q4 2025 | Feb 05, 2026 |
| CVFG LLC | History | Added to | 22,595 | 2,065 | 1.42% | 1.36% | 111 | +1,500 | 7.11% | Q4 2025 | Feb 06, 2026 |
| Wealth Management Associates, Inc. | History | Reduced | 22,452 | 2,052 | 0.71% | 0.73% | 112 | -604 | -2.62% | Q4 2025 | Jan 20, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 21,738 | 1,986 | 0.01% | 0.01% | 113 | +372 | 1.74% | Q4 2025 | Feb 12, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Reduced | 21,297 | 1,946 | 1.12% | 1.11% | 114 | -225 | -1.05% | Q4 2025 | Jan 15, 2026 |
| Cerity Partners LLC | History | Reduced | 21,254 | 1,942 | 0.0% | 0.0% | 115 | -157 | -0.73% | Q4 2025 | Feb 11, 2026 |
| Private Advisor Group, LLC | History | Reduced | 19,653 | 1,796 | 0.01% | 0.01% | 116 | -209 | -1.05% | Q4 2025 | Feb 17, 2026 |
| Hills Bank & Trust Co | History | Added to | 19,079 | 1,743 | 0.1% | 0.1% | 117 | +79 | 0.42% | Q4 2025 | Feb 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 18,872 | 1,724 | 0.0% | 0.0% | 118 | +12,479 | 195.2% | Q4 2025 | Feb 17, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Reduced | 18,691 | 1,708 | 0.81% | 0.87% | 119 | -741 | -3.81% | Q4 2025 | Jan 29, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 18,682 | 1,707 | 0.0% | 0.0% | 120 | +1 | 0.01% | Q4 2025 | Feb 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 18,134 | 1,657 | 0.0% | 0.0% | 121 | +4,199 | 30.13% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 17,696 | 1,617 | 0.0% | 0.0% | 122 | +777 | 4.59% | Q4 2025 | Jan 26, 2026 |
| Neuberger Berman Group LLC | History | New | 17,342 | 1,585 | 0.0% | — | 123 | +17,342 | New | Q4 2025 | Feb 13, 2026 |
| Fortune Financial Group, Inc. | History | New | 15,050 | 1,570 | 1.54% | — | 124 | +15,050 | New | Q4 2025 | Feb 11, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Added to | 16,721 | 1,528 | 0.9% | 0.77% | 125 | +1,621 | 10.74% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 86,034 | 1,501 | 0.0% | 0.0% | 126 | +72,725 | 546.43% | Q4 2025 | Mar 09, 2026 |
| Hilltop National Bank | History | No change | 16,360 | 1,495 | 0.36% | 0.36% | 127 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | No change | 16,240 | 1,484 | 1.23% | 1.26% | 128 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 16,153 | 1,476 | 0.02% | 0.02% | 129 | +311 | 1.96% | Q4 2025 | Jan 20, 2026 |
| RiverTree Advisors, LLC | History | New | 16,145 | 1,475 | 0.94% | — | 130 | +16,145 | New | Q4 2025 | Jan 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 15,794 | 1,443 | 0.01% | 0.01% | 131 | -2,268 | -12.56% | Q4 2025 | Feb 18, 2026 |
| Financial Partners Group, Inc | History | Added to | 15,206 | 1,403 | 0.16% | 0.17% | 132 | +18 | 0.12% | Q4 2025 | Feb 03, 2026 |
| Dentgroup LLC | History | Reduced | 15,178 | 1,387 | 0.95% | 0.93% | 133 | -929 | -5.77% | Q4 2025 | Jan 28, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 20,795 | 1,377 | 0.03% | 0.04% | 134 | -103 | -0.49% | Q4 2025 | Feb 11, 2026 |
| Ciovacco Capital Management LLC | History | Added to | 14,768 | 1,349 | 0.68% | 0.66% | 135 | +21 | 0.14% | Q4 2025 | Feb 09, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 14,529 | 1,327 | 0.32% | 0.34% | 136 | +1,064 | 7.9% | Q4 2025 | Jan 07, 2026 |
| Flavin Financial Services, Inc. | History | Reduced | 13,804 | 1,261 | 0.86% | 0.97% | 137 | -1,545 | -10.07% | Q4 2025 | Feb 05, 2026 |
| Parallel Advisors, LLC | History | Added to | 13,777 | 1,259 | 0.02% | 0.02% | 139 | +382 | 2.85% | Q4 2025 | Feb 11, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 13,776 | 1,259 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 13,600 | 1,243 | 0.0% | 0.0% | 140 | +1,300 | 10.57% | Q4 2025 | Feb 17, 2026 |
| Ullmann Wealth Partners Group, LLC | History | No change | 12,933 | 1,208 | 0.13% | 0.13% | 141 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Carroll Advisory Group, LLC | History | New | 12,744 | 1,164 | 0.5% | — | 143 | +12,744 | New | Q4 2025 | Feb 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 12,743 | 1,164 | 0.0% | 0.0% | 142 | +213 | 1.7% | Q4 2025 | Feb 06, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 12,620 | 1,153 | 0.03% | 0.07% | 144 | -185 | -1.44% | Q4 2025 | Feb 10, 2026 |
| Hershey Financial Advisers, LLC | History | Added to | 12,424 | 1,135 | 0.96% | 0.41% | 145 | +7,073 | 132.18% | Q4 2025 | Feb 18, 2026 |
| Avondale Wealth Management | History | Reduced | 12,356 | 1,129 | 0.58% | 0.59% | 146 | -84 | -0.68% | Q4 2025 | Feb 17, 2026 |
| Goodwin Investment Advisory | History | Reduced | 12,248 | 1,119 | 1.23% | 1.46% | 147 | -3,040 | -19.88% | Q4 2025 | Feb 09, 2026 |
| Arax Advisory Partners | History | Reduced | 11,680 | 1,113 | 0.03% | 0.03% | 148 | -10,600 | -47.58% | Q4 2025 | Feb 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 12,020 | 1,099 | 0.01% | 0.01% | 149 | +82 | 0.69% | Q4 2025 | Jan 05, 2026 |
| Sowell Financial Services LLC | History | Added to | 12,015 | 1,098 | 0.04% | 0.04% | 150 | +70 | 0.59% | Q4 2025 | Jan 21, 2026 |
| EP Wealth Advisors, LLC | History | New | 11,921 | 1,089 | 0.01% | — | 151 | +11,921 | New | Q4 2025 | Feb 18, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 11,867 | 1,085 | 0.0% | 0.0% | 152 | +359 | 3.12% | Q4 2025 | Feb 11, 2026 |
| Tradition Wealth Management, LLC | History | No change | 11,359 | 1,038 | 0.07% | 0.07% | 153 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 10,970 | 1,002 | 0.17% | 0.17% | 154 | +821 | 8.09% | Q4 2025 | Jan 12, 2026 |
| Arkadios Wealth Advisors | History | New | 10,944 | 1,000 | 0.02% | — | 155 | +10,944 | New | Q4 2025 | Feb 13, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 10,846 | 991 | 0.03% | 0.03% | 156 | -149 | -1.36% | Q4 2025 | Jan 20, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 10,841 | 990 | 0.21% | 0.22% | 157 | +15 | 0.14% | Q4 2025 | Jan 14, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 10,694 | 977 | 0.06% | 0.07% | 158 | -516 | -4.6% | Q4 2025 | Feb 17, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 10,490 | 958 | 0.46% | 0.45% | 159 | -20 | -0.19% | Q4 2025 | Feb 05, 2026 |
| Sterling Investment Counsel, LLC | History | No change | 10,462 | 956 | 0.27% | 0.3% | 160 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Grandview Asset Management LLC | History | Added to | 10,436 | 953 | 0.26% | 0.2% | 161 | +2,447 | 30.63% | Q4 2025 | Jan 26, 2026 |
| MATHER GROUP, LLC. | History | No change | 10,303 | 941 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 10,288 | 940 | 0.01% | 0.0% | 163 | -82 | -0.79% | Q4 2025 | Jan 29, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 10,251 | 936 | 0.09% | 0.02% | 164 | +7,850 | 326.95% | Q4 2025 | Feb 13, 2026 |
| PARAGON CAPITAL MANAGEMENT INC | History | Added to | 10,156 | 928 | 0.72% | 0.67% | 165 | +30 | 0.3% | Q4 2025 | Jan 23, 2026 |
| Third View Private Wealth, LLC | History | New | 10,000 | 914 | 0.12% | — | 166 | +10,000 | New | Q4 2025 | Jan 23, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 9,980 | 912 | 0.0% | 0.0% | 167 | -1,395 | -12.26% | Q4 2025 | Feb 13, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 9,967 | 910 | 0.03% | 0.03% | 168 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Brookstone Capital Management | History | Added to | 9,877 | 902 | 0.01% | 0.01% | 169 | +4,435 | 81.5% | Q4 2025 | Jan 15, 2026 |
| Shared Vision Wealth Group LLC | History | Added to | 9,678 | 898 | 0.36% | 0.24% | 170 | +3,378 | 53.62% | Q4 2025 | Feb 11, 2026 |
| Prospera Financial Services Inc | History | Added to | 9,799 | 896 | 0.01% | 0.01% | 171 | +11 | 0.11% | Q4 2025 | Feb 09, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 9,247 | 845 | 0.09% | 0.09% | 172 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 9,230 | 843 | 0.14% | 0.15% | 173 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sovran Advisors, LLC | History | No change | 8,984 | 831 | 0.07% | 0.07% | 174 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Global Retirement Partners, LLC | History | Added to | 9,072 | 829 | 0.01% | 0.02% | 175 | +205 | 2.31% | Q4 2025 | Feb 06, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 9,068 | 828 | 0.06% | 0.07% | 176 | +4 | 0.04% | Q4 2025 | Jan 28, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 8,580 | 784 | 0.02% | 0.03% | 177 | -170 | -1.94% | Q4 2025 | Jan 12, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 8,532 | 779 | 0.02% | 0.02% | 178 | -74 | -0.86% | Q4 2025 | Jan 06, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 8,510 | 777 | 0.02% | 0.04% | 179 | -5,741 | -40.28% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 8,356 | 763 | 0.0% | 0.0% | 180 | +5,179 | 163.02% | Q4 2025 | Feb 17, 2026 |
| Simplicity Wealth,LLC | History | Added to | 8,151 | 745 | 0.04% | 0.03% | 181 | +2,899 | 55.2% | Q4 2025 | Jan 30, 2026 |
| Greenhouse Wealth Management, LLC | History | No change | 8,130 | 743 | 0.44% | 0.43% | 182 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Modera Wealth Management, LLC | History | New | 7,970 | 728 | 0.01% | — | 183 | +7,970 | New | Q4 2025 | Jan 21, 2026 |
| Leo Wealth, LLC | History | Added to | 7,950 | 726 | 0.05% | 0.04% | 184 | +4,563 | 134.72% | Q4 2025 | Jan 21, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 7,723 | 705 | 0.05% | 0.05% | 185 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 7,673 | 701 | 0.02% | 0.02% | 186 | -537 | -6.54% | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | Reduced | 7,643 | 698 | 0.0% | 0.0% | 187 | -14 | -0.18% | Q4 2025 | Feb 13, 2026 |
| Serenus Wealth Advisors, LLC | History | Added to | 7,533 | 688 | 0.13% | 0.11% | 188 | +91 | 1.22% | Q4 2025 | Jan 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 7,509 | 686 | 0.0% | 0.0% | 189 | -6,254 | -45.44% | Q4 2025 | Feb 17, 2026 |
| Zhang Financial LLC | History | New | 7,241 | 661 | 0.02% | — | 190 | +7,241 | New | Q4 2025 | Feb 10, 2026 |
| Calamos Wealth Management LLC | History | Added to | 7,160 | 654 | 0.02% | 0.02% | 191 | +10 | 0.14% | Q4 2025 | Jan 29, 2026 |
| NORTHERN TRUST CORP | History | No change | 6,942 | 634 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Facet Wealth, Inc. | History | Added to | 6,748 | 633 | 0.01% | 0.01% | 193 | +73 | 1.09% | Q4 2025 | Jan 29, 2026 |
| Mutual Advisors, LLC | History | Added to | 6,883 | 629 | 0.01% | 0.01% | 194 | +5 | 0.07% | Q4 2025 | Feb 02, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 6,642 | 607 | 0.04% | 0.04% | 195 | +152 | 2.34% | Q4 2025 | Feb 11, 2026 |
| American Trust | History | Added to | 6,560 | 599 | 0.05% | 0.05% | 196 | +323 | 5.18% | Q4 2025 | Feb 17, 2026 |
| Oasis Advisors, LLC | History | New | 6,521 | 596 | 0.32% | — | 197 | +6,521 | New | Q4 2025 | Apr 07, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 6,419 | 586 | 0.03% | 0.04% | 198 | -318 | -4.72% | Q4 2025 | Feb 10, 2026 |
| Legacy Advisory Services, LLC | History | No change | 6,409 | 585 | 0.44% | 0.43% | 199 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 6,201 | 566 | 0.02% | 0.02% | 200 | +64 | 1.04% | Q4 2025 | Feb 17, 2026 |
| Yanni & Associates Investment Advisors, LLC | History | New | 6,190 | 565 | 0.57% | — | 201 | +6,190 | New | Q4 2025 | Feb 06, 2026 |
| Cresset Asset Management, LLC | History | Added to | 6,096 | 557 | 0.0% | 0.0% | 202 | +8 | 0.13% | Q4 2025 | Feb 17, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Reduced | 5,861 | 535 | 0.52% | 0.71% | 203 | -2,540 | -30.23% | Q4 2025 | Jan 07, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 5,778 | 528 | 0.09% | 0.09% | 204 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 5,748 | 525 | 0.0% | 0.0% | 206 | +154 | 2.75% | Q4 2025 | Feb 17, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 5,749 | 525 | 0.08% | 0.08% | 205 | -59 | -1.02% | Q4 2025 | Feb 10, 2026 |
| Savant Capital, LLC | History | Added to | 5,741 | 524 | 0.0% | 0.0% | 207 | +2 | 0.03% | Q4 2025 | Feb 10, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | No change | 5,647 | 516 | 0.06% | 0.06% | 208 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Rachor Investment Advisory Services, LLC | History | New | 5,599 | 511 | 0.27% | — | 209 | +5,599 | New | Q4 2025 | Jan 30, 2026 |
| Kovack Advisors, Inc. | History | Added to | 5,587 | 510 | 0.02% | 0.04% | 210 | +1,322 | 31.0% | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 5,529 | 505 | 0.0% | 0.01% | 211 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Delta Investment Management, LLC | History | No change | 5,500 | 502 | 0.09% | 0.09% | 212 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 5,487 | 501 | 0.02% | 0.0% | 214 | +5,078 | 1241.56% | Q4 2025 | Feb 04, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 5,489 | 501 | 0.18% | 0.16% | 213 | +322 | 6.23% | Q4 2025 | Jan 30, 2026 |
| Landmark Wealth Management, LLC | History | Reduced | 5,443 | 497 | 0.19% | 0.2% | 215 | -89 | -1.61% | Q4 2025 | Feb 05, 2026 |
| JB Capital LLC | History | Added to | 5,399 | 493 | 0.02% | 0.02% | 216 | +6 | 0.11% | Q4 2025 | Jan 20, 2026 |
| Certified Advisory Corp | History | Reduced | 5,340 | 488 | 0.04% | 0.05% | 217 | -44 | -0.82% | Q4 2025 | Jan 12, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 5,330 | 487 | 0.04% | 0.04% | 218 | -182 | -3.3% | Q4 2025 | Jan 23, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 5,300 | 484 | 0.0% | 0.0% | 219 | -11,099 | -67.68% | Q4 2025 | Feb 12, 2026 |
| Cambria Investment Management, L.P. | History | New | 5,222 | 477 | 0.03% | — | 220 | +5,222 | New | Q4 2025 | Feb 17, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 5,200 | 475 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| FIDUCIARY TRUST CO | History | New | 5,170 | 472 | 0.01% | — | 222 | +5,170 | New | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 5,158 | 471 | 0.01% | 0.01% | 223 | -179 | -3.35% | Q4 2025 | Feb 09, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 5,056 | 462 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| Sarver Vrooman Wealth Advisors | History | New | 5,027 | 459 | 0.26% | — | 225 | +5,027 | New | Q4 2025 | Feb 10, 2026 |
| CHRISTINE MESSMER PC | History | New | 5,009 | 457 | 0.3% | — | 226 | +5,009 | New | Q4 2025 | Feb 03, 2026 |
| Retirement Management Systems Inc. | History | New | 5,000 | 457 | 0.12% | — | 227 | +5,000 | New | Q4 2025 | Feb 12, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 4,999 | 456 | 0.08% | 0.08% | 228 | +8 | 0.16% | Q4 2025 | Jan 20, 2026 |
| Aufman Associates Inc | History | Reduced | 4,969 | 454 | 0.23% | 0.3% | 229 | -1,108 | -18.23% | Q4 2025 | Feb 11, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 4,972 | 454 | 0.03% | 0.03% | 230 | -36 | -0.72% | Q4 2025 | Jan 23, 2026 |
| BURNEY CO/ | History | No change | 4,820 | 440 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| World Investment Advisors | History | New | 4,745 | 433 | 0.01% | — | 232 | +4,745 | New | Q4 2025 | Mar 12, 2026 |
| Ironwood Financial, llc | History | No change | 4,603 | 429 | 0.07% | 0.07% | 233 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Reduced | 4,646 | 424 | 0.1% | 0.11% | 234 | -31 | -0.66% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 4,416 | 403 | 0.0% | 0.01% | 236 | -30 | -0.67% | Q4 2025 | Jan 23, 2026 |
| Accredited Investors Inc. | History | Added to | 4,420 | 403 | 0.02% | 0.02% | 235 | +25 | 0.57% | Q4 2025 | Feb 05, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 4,385 | 400 | 0.0% | 0.0% | 237 | -200 | -4.36% | Q4 2025 | Feb 12, 2026 |
| Mason & Associates Inc | History | No change | 4,348 | 397 | 0.07% | 0.08% | 238 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 4,331 | 395 | 0.18% | 0.18% | 239 | +7 | 0.16% | Q4 2025 | Jan 26, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 4,258 | 389 | 0.0% | 0.0% | 240 | +1 | 0.02% | Q4 2025 | Feb 11, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 4,246 | 388 | 0.01% | 0.01% | 241 | -1,081 | -20.29% | Q4 2025 | Jan 16, 2026 |
| PFG Investments, LLC | History | Added to | 4,230 | 386 | 0.02% | 0.02% | 242 | +1 | 0.02% | Q4 2025 | Jan 26, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Reduced | 4,159 | 380 | 0.06% | 0.06% | 243 | -54 | -1.28% | Q4 2025 | Feb 02, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 4,121 | 376 | 0.0% | — | 244 | +4,121 | New | Q4 2025 | Feb 18, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 4,102 | 374 | 0.01% | 0.02% | 245 | +10 | 0.24% | Q4 2025 | Feb 09, 2026 |
| MAYPORT, LLC | History | No change | 4,100 | 374 | 0.08% | 0.08% | 246 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| TBH Global Asset Management, LLC | History | Added to | 4,067 | 371 | 0.06% | 0.06% | 247 | +582 | 16.7% | Q4 2025 | Jan 29, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 4,050 | 370 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 4,036 | 368 | 0.0% | 0.0% | 249 | -755 | -15.76% | Q4 2025 | Feb 11, 2026 |
| First Bank & Trust | History | Added to | 4,002 | 365 | 0.06% | 0.06% | 250 | +219 | 5.79% | Q4 2025 | Jan 12, 2026 |
| Wealthstar Advisors, LLC | History | Reduced | 3,986 | 364 | 0.16% | 0.16% | 251 | -650 | -14.02% | Q4 2025 | Jan 30, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 3,982 | 363 | 0.02% | 0.02% | 252 | +87 | 2.23% | Q4 2025 | Jan 21, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 3,966 | 362 | 0.01% | 0.01% | 253 | -67 | -1.66% | Q4 2025 | Feb 11, 2026 |
| BAILARD, INC. | History | No change | 3,925 | 358 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| DAVENPORT & Co LLC | History | Added to | 3,848 | 351 | 0.0% | 0.0% | 255 | +2 | 0.05% | Q4 2025 | Jan 12, 2026 |
| Pathstone Holdings, LLC | History | New | 3,797 | 347 | 0.0% | — | 256 | +3,797 | New | Q4 2025 | Feb 13, 2026 |
| Bath Savings Trust Co | History | No change | 3,736 | 341 | 0.03% | 0.03% | 257 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Latitude Advisors, LLC | History | Added to | 3,671 | 335 | 0.15% | 0.13% | 258 | +560 | 18.0% | Q4 2025 | Jan 27, 2026 |
| Root Financial Partners, LLC | History | Added to | 3,673 | 335 | 0.02% | 0.02% | 259 | +218 | 6.31% | Q4 2025 | Feb 10, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 3,640 | 332 | 0.02% | 0.02% | 260 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CPR Investments Inc. | History | Reduced | 3,632 | 331 | 0.22% | 0.25% | 261 | -383 | -9.54% | Q4 2025 | Jan 14, 2026 |
| Key FInancial Inc | History | Reduced | 3,593 | 328 | 0.06% | 0.06% | 262 | -219 | -5.75% | Q4 2025 | Feb 09, 2026 |
| Davidson Kahn Capital Management, LLC | History | Added to | 3,575 | 326 | 0.17% | 0.18% | 263 | +2 | 0.06% | Q4 2025 | Jan 28, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 3,564 | 325 | 0.04% | 0.04% | 264 | +5 | 0.14% | Q4 2025 | Jan 07, 2026 |
| Merit Financial Group, LLC | History | Added to | 3,555 | 324 | 0.0% | 0.0% | 265 | +649 | 22.33% | Q4 2025 | Jan 26, 2026 |
| US BANCORP \DE\ | History | Added to | 3,508 | 320 | 0.0% | 0.0% | 266 | +408 | 13.16% | Q4 2025 | Jan 30, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | New | 3,445 | 314 | 0.2% | — | 267 | +3,445 | New | Q4 2025 | Feb 09, 2026 |
| Midwest Trust Co | History | No change | 3,382 | 309 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 3,378 | 308 | 0.0% | — | 269 | +3,378 | New | Q4 2025 | Feb 17, 2026 |
| Wealth Management Strategies, Inc. | History | Added to | 3,370 | 308 | 0.14% | 0.15% | 270 | +5 | 0.15% | Q4 2025 | Feb 17, 2026 |
| Cape Investment Advisory, Inc. | History | New | 3,368 | 307 | 0.09% | — | 271 | +3,368 | New | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 3,355 | 306 | 0.0% | 0.0% | 272 | +1,809 | 117.01% | Q4 2025 | Feb 12, 2026 |
| Clark Asset Management, LLC | History | Reduced | 3,358 | 306 | 0.03% | 0.04% | 273 | -220 | -6.15% | Q4 2025 | Jan 27, 2026 |
| Auour Investments LLC | History | No change | 3,330 | 304 | 0.1% | 0.1% | 274 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 3,318 | 303 | 0.03% | 0.03% | 275 | +5 | 0.15% | Q4 2025 | Jan 15, 2026 |
| Eddie Patel Inc | History | New | 3,305 | 302 | 0.23% | — | 276 | +3,305 | New | Q4 2025 | Feb 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 3,251 | 297 | 0.0% | 0.0% | 277 | -25 | -0.76% | Q4 2025 | Feb 09, 2026 |
| LEE DANNER & BASS INC | History | No change | 3,250 | 297 | 0.02% | 0.02% | 278 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Selective Wealth Management, Inc. | History | Added to | 3,177 | 293 | 0.09% | 0.09% | 279 | +1 | 0.03% | Q4 2025 | Jan 16, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 3,182 | 290 | 0.0% | 0.01% | 280 | -1,020 | -24.27% | Q4 2025 | Feb 10, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 3,183 | 290 | 0.01% | 0.01% | 281 | +4 | 0.13% | Q4 2025 | Feb 13, 2026 |
| Andina Capital Management, LLC | History | Added to | 3,152 | 288 | 0.17% | 0.13% | 282 | +636 | 25.28% | Q4 2025 | Feb 12, 2026 |
| Nicholas Hoffman & Company, LLC. | History | New | 3,081 | 281 | 0.01% | — | 283 | +3,081 | New | Q4 2025 | Feb 02, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 3,032 | 277 | 0.12% | 0.11% | 284 | +331 | 12.25% | Q4 2025 | Feb 03, 2026 |
| River Wealth Advisors LLC | History | No change | 3,020 | 276 | 0.03% | 0.03% | 285 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SP Asset Management LLC | History | Added to | 2,999 | 274 | 0.02% | 0.02% | 287 | +5 | 0.17% | Q4 2025 | Jan 28, 2026 |
| Sound Income Strategies, LLC | History | No change | 2,965 | 274 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CHOREO, LLC | History | Added to | 2,950 | 271 | 0.0% | 0.0% | 288 | +3 | 0.1% | Q4 2025 | Jan 23, 2026 |
| Bouchey Financial Group Ltd | History | No change | 2,931 | 267 | 0.02% | 0.02% | 289 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Principia Wealth Advisory, LLC | History | Reduced | 2,921 | 266 | 0.17% | 0.24% | 290 | -972 | -24.97% | Q4 2025 | Feb 10, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 2,826 | 258 | 0.02% | 0.02% | 291 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 2,822 | 257 | 0.01% | 0.01% | 292 | +5 | 0.18% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 2,799 | 255 | 0.0% | 0.0% | 293 | +67 | 2.45% | Q4 2025 | Feb 02, 2026 |
| Western Wealth Management, LLC | History | Added to | 2,800 | 255 | 0.01% | 0.01% | 294 | +50 | 1.82% | Q4 2025 | Feb 05, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 2,776 | 253 | 0.06% | 0.05% | 295 | +397 | 16.69% | Q4 2025 | Jan 09, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 2,740 | 250 | 0.0% | 0.0% | 296 | -3,103 | -53.11% | Q4 2025 | Feb 13, 2026 |
| Spectrum Investment Advisors, Inc. | History | New | 2,726 | 249 | 0.12% | — | 297 | +2,726 | New | Q4 2025 | Jan 28, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 2,722 | 248 | 0.0% | 0.0% | 298 | +42 | 1.57% | Q4 2025 | Feb 03, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 2,683 | 247 | 0.02% | 0.17% | 299 | -22,633 | -89.4% | Q4 2025 | Jan 15, 2026 |
| Maia Wealth LLC | History | No change | 2,770 | 246 | 0.04% | 0.04% | 300 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 2,672 | 244 | 0.01% | 0.02% | 302 | -1,883 | -41.34% | Q4 2025 | Jan 12, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 2,671 | 244 | 0.01% | 0.01% | 301 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | No change | 2,671 | 244 | 0.14% | 0.15% | 303 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Roberts Financial Services LLC | History | Added to | 2,616 | 239 | 0.08% | 0.07% | 304 | +3 | 0.11% | Q4 2025 | Jan 23, 2026 |
| Vantage Financial Partners, LLC | History | Reduced | 2,599 | 237 | 0.05% | 0.07% | 305 | -1,002 | -27.83% | Q4 2025 | Feb 03, 2026 |
| Verity Asset Management, Inc. | History | Reduced | 2,566 | 234 | 0.1% | 0.17% | 307 | -3,388 | -56.9% | Q4 2025 | Jan 30, 2026 |
| Inscription Capital, LLC | History | Added to | 2,566 | 234 | 0.02% | 0.02% | 308 | +1 | 0.04% | Q4 2025 | Jan 29, 2026 |
| Colonial Trust Advisors | History | No change | 2,562 | 234 | 0.02% | 0.02% | 306 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Round Rock Advisors LLC | History | Reduced | 2,550 | 233 | 0.04% | 0.1% | 311 | -4,695 | -64.8% | Q4 2025 | Apr 07, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 2,560 | 233 | 0.03% | 0.06% | 310 | -3,458 | -57.46% | Q4 2025 | Feb 13, 2026 |
| SB Capital Management Inc | History | New | 2,550 | 233 | 0.09% | — | 309 | +2,550 | New | Q4 2025 | Feb 20, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 2,507 | 229 | 0.03% | — | 313 | +2,507 | New | Q4 2025 | Feb 17, 2026 |
| MOODY LYNN & LIEBERSON, LLC | History | Reduced | 2,516 | 229 | 0.01% | 0.01% | 312 | -300 | -10.65% | Q4 2025 | Jan 15, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 2,500 | 228 | 0.0% | 0.01% | 314 | -430 | -14.68% | Q4 2025 | Jan 26, 2026 |
| Vise Technologies, Inc. | History | New | 2,482 | 226 | 0.0% | — | 315 | +2,482 | New | Q4 2025 | Feb 11, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 2,454 | 224 | 0.02% | 0.02% | 316 | +50 | 2.08% | Q4 2025 | Feb 18, 2026 |
| Family Investment Center, Inc. | History | No change | 2,388 | 218 | 0.04% | 0.04% | 317 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 2,366 | 216 | 0.0% | 0.09% | 318 | -49,236 | -95.41% | Q4 2025 | Feb 12, 2026 |
| Arista Wealth Management, LLC | History | New | 2,336 | 213 | 0.03% | — | 320 | +2,336 | New | Q4 2025 | Feb 09, 2026 |
| NFC Investments, LLC | History | No change | 2,330 | 213 | 0.06% | 0.06% | 319 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| GAMMA Investing LLC | History | No change | 2,331 | 213 | 0.01% | 0.01% | 321 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Essex Financial Services, Inc. | History | No change | 2,330 | 212 | 0.01% | 0.01% | 322 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 2,277 | 208 | 0.0% | 0.0% | 325 | +6 | 0.26% | Q4 2025 | Feb 09, 2026 |
| LVM CAPITAL MANAGEMENT LTD/MI | History | No change | 2,281 | 208 | 0.02% | 0.02% | 323 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Waterloo Capital, L.P. | History | No change | 2,279 | 208 | 0.01% | 0.02% | 324 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | New | 2,241 | 204 | 0.09% | — | 326 | +2,241 | New | Q4 2025 | Feb 06, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 2,227 | 203 | 0.01% | 0.01% | 327 | -148 | -6.23% | Q4 2025 | Jan 13, 2026 |
| Stratos Wealth Advisors, LLC | History | New | 2,203 | 201 | 0.01% | — | 328 | +2,203 | New | Q4 2025 | Jan 20, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 2,135 | 195 | 0.0% | 0.0% | 329 | -1,665 | -43.82% | Q4 2025 | Feb 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 2,100 | 191 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Westside Investment Management, Inc. | History | No change | 1,800 | 164 | 0.03% | 0.03% | 331 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CURIO WEALTH, LLC | History | No change | 1,740 | 161 | 0.06% | 0.06% | 332 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,576 | 144 | 0.0% | 0.01% | 333 | -237 | -13.07% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 1,530 | 139 | 0.0% | — | 334 | +1,530 | New | Q4 2025 | Feb 05, 2026 |
| Darwin Wealth Management, LLC | History | No change | 1,083 | 99 | 0.03% | 0.03% | 335 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Abound Wealth Management | History | Added to | 1,015 | 92 | 0.02% | 0.02% | 336 | +21 | 2.11% | Q4 2025 | Jan 12, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 981 | 89 | 0.05% | — | 337 | +981 | New | Q4 2025 | Feb 18, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 970 | 88 | 0.01% | 0.01% | 338 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 960 | 88 | 0.01% | 0.01% | 339 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Kozak & Associates, Inc. | History | Added to | 908 | 84 | 0.02% | 0.02% | 340 | +2 | 0.22% | Q4 2025 | Jan 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 890 | 81 | 0.01% | 0.01% | 341 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Jessup Wealth Management, Inc | History | New | 829 | 75 | 0.02% | — | 342 | +829 | New | Q4 2025 | Feb 11, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 800 | 73 | 0.05% | 0.05% | 343 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Cornerstone Financial Management LLC | History | New | 754 | 68 | 0.06% | — | 344 | +754 | New | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 674 | 61 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Archer Investment Corp | History | No change | 670 | 61 | 0.01% | 0.01% | 346 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SJS Investment Consulting Inc. | History | No change | 660 | 60 | 0.01% | 0.01% | 347 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| ASSETMARK, INC | History | Added to | 629 | 57 | 0.0% | 0.0% | 348 | +124 | 24.55% | Q4 2025 | Jan 23, 2026 |
| Private Wealth Management Group, LLC | History | No change | 625 | 57 | 0.02% | 0.02% | 349 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CENTRAL TRUST Co | History | No change | 581 | 53 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Dunhill Financial, LLC | History | Reduced | 551 | 50 | 0.01% | 0.01% | 351 | -57 | -9.38% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 542 | 49 | 0.0% | 0.0% | 352 | +42 | 8.4% | Q4 2025 | Feb 02, 2026 |
| Ancora Advisors LLC | History | Added to | 529 | 48 | 0.0% | 0.0% | 353 | +270 | 104.25% | Q4 2025 | Feb 17, 2026 |
| WPG Advisers, LLC | History | No change | 474 | 43 | 0.03% | 0.03% | 354 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| PROSPERITY BANCSHARES INC | History | New | 400 | 36 | 0.03% | — | 356 | +400 | New | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Added to | 402 | 36 | 0.0% | 0.0% | 355 | +81 | 25.23% | Q4 2025 | Jan 29, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 400 | 36 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 380 | 34 | 0.01% | 0.01% | 358 | +310 | 442.86% | Q4 2025 | Jan 20, 2026 |
| IMA Advisory Services, Inc. | History | No change | 380 | 34 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 379 | 34 | 0.01% | 0.01% | 360 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Newbridge Financial Services Group, Inc. | History | Added to | 341 | 31 | 0.0% | 0.0% | 361 | +125 | 57.87% | Q4 2025 | Jan 21, 2026 |
| LRI Investments, LLC | History | No change | 289 | 26 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 283 | 25 | 0.0% | — | 363 | +283 | New | Q4 2025 | Jan 21, 2026 |
| TFC Financial Management, Inc. | History | No change | 280 | 25 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Pacifica Partners Inc. | History | No change | 273 | 24 | 0.01% | 0.01% | 365 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 258 | 23 | 0.01% | — | 366 | +258 | New | Q4 2025 | Feb 06, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 254 | 23 | 0.02% | 0.02% | 367 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Colonial Trust Co / SC | History | No change | 250 | 22 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 212 | 19 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| High Point Wealth Management, LLC | History | New | 204 | 18 | 0.02% | — | 371 | +204 | New | Q4 2025 | Jan 29, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 200 | 18 | 0.01% | — | 370 | +200 | New | Q4 2025 | Feb 11, 2026 |
| SHP Wealth Management | History | New | 170 | 15 | 0.0% | — | 373 | +170 | New | Q4 2025 | Mar 04, 2026 |
| NBC SECURITIES, INC. | History | Added to | 170 | 15 | 0.0% | 0.0% | 372 | +50 | 41.67% | Q4 2025 | Jan 29, 2026 |
| Stone House Investment Management, LLC | History | New | 156 | 14 | 0.0% | — | 374 | +156 | New | Q4 2025 | Jan 21, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 160 | 14 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| ABOUND FINANCIAL, LLC | History | New | 150 | 13 | 0.01% | — | 378 | +150 | New | Q4 2025 | Feb 17, 2026 |
| Fairway Wealth LLC | History | New | 144 | 13 | 0.0% | — | 377 | +144 | New | Q4 2025 | Jan 28, 2026 |
| CVA Family Office, LLC | History | No change | 150 | 13 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 137 | 12 | 0.01% | 0.01% | 379 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| McIlrath & Eck, LLC | History | New | 100 | 9 | 0.0% | — | 380 | +100 | New | Q4 2025 | Feb 03, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 100 | 9 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 100 | 9 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 96 | 8 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 84 | 7 | 0.0% | — | 384 | +84 | New | Q4 2025 | Feb 17, 2026 |
| Quaker Wealth Management, LLC | History | New | 60 | 5 | 0.0% | — | 386 | +60 | New | Q4 2025 | Jan 28, 2026 |
| Concord Wealth Partners | History | New | 59 | 5 | 0.0% | — | 387 | +59 | New | Q4 2025 | Jan 29, 2026 |
| Perkins Coie Trust Co | History | No change | 56 | 5 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 51 | 4 | 0.0% | 0.0% | 388 | -50 | -49.5% | Q4 2025 | Jan 20, 2026 |
| Sachetta, LLC | History | Added to | 50 | 4 | 0.0% | — | 390 | +39 | 354.55% | Q4 2025 | Feb 02, 2026 |
| Financial Freedom, LLC | History | No change | 48 | 4 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Laurel Wealth Advisors LLC | History | New | 40 | 3 | 0.0% | — | 392 | +40 | New | Q4 2025 | Jan 30, 2026 |
| Horrell Capital Management, Inc. | History | No change | 40 | 3 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 30 | 2 | 0.0% | — | 398 | +30 | New | Q4 2025 | Feb 12, 2026 |
| Planning Project LLC | History | New | 29 | 2 | 0.0% | — | 399 | +29 | New | Q4 2025 | Feb 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 22 | 2 | 0.0% | — | 394 | +19 | 633.33% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 23 | 2 | 0.0% | 0.0% | 395 | +4 | 21.05% | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 29 | 2 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Bogart Wealth, LLC | History | No change | 27 | 2 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Financial Perspectives, Inc | History | No change | 24 | 2 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Copia Wealth Management | History | No change | 27 | 2 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Blue Trust, Inc. | History | Added to | 11 | 1 | 0.0% | — | 403 | +1 | 10.0% | Q4 2025 | Jan 16, 2026 |
| SIGNATUREFD, LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Roble, Belko & Company, Inc | History | No change | 12 | 1 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -13,583 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -9,679 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Secure Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -9,069 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Ethos Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -7,238 | -100.0% | Q3 2025 | Oct 23, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,053 | -100.0% | Q3 2025 | Oct 14, 2025 |
| COMMONS CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -4,335 | -100.0% | Q3 2025 | Nov 12, 2025 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,327 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,812 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GC Wealth Management RIA, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,952 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,782 | -100.0% | Q3 2025 | Nov 10, 2025 |
| GeoWealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,673 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FMB WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.09% | — | -2,521 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Capital Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,454 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Harfst & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -2,328 | -100.0% | Q3 2025 | Oct 23, 2025 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,900 | -100.0% | Q3 2025 | Mar 31, 2026 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,817 | -100.0% | Q3 2025 | Nov 03, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,728 | -100.0% | Q3 2025 | Oct 07, 2025 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,654 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.03% | — | -1,059 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -950 | -100.0% | Q3 2025 | Oct 29, 2025 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -890 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Keener Financial Planning LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -543 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -383 | -100.0% | Q3 2025 | Nov 10, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -239 | -100.0% | Q3 2025 | Nov 12, 2025 |
| LOGAN CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AMERICAN NATIONAL BANK & TRUST | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q3 2025 | Oct 21, 2025 |
| PFS Partners, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Jan 16, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Red Tortoise LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q4 2025 | Jan 22, 2026 |