PGIM ETF TRUST - PULS
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 9 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Added to | 39,410,722 | 1,954,377 | 0.12% | 0.11% | 1 | +1,631,142 | 4.32% | Q4 2025 | Feb 11, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 22,447,881 | 1,113,190 | 1.34% | 1.48% | 2 | -2,499,999 | -10.02% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 16,551,738 | 820,800 | 0.05% | 0.05% | 3 | +203,799 | 1.25% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 11,543,296 | 572,432 | 0.04% | 0.04% | 4 | +404,103 | 3.63% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 11,148,152 | 552,836 | 0.15% | 0.15% | 5 | +869,510 | 8.46% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 7,774,354 | 385,530 | 0.07% | 0.07% | 6 | +356,553 | 4.81% | Q4 2025 | Feb 13, 2026 |
| McCarthy & Cox | History | Reduced | 6,859 | 340,162 | 4.12% | 0.46% | 7 | -33,250 | -82.9% | Q4 2025 | Jan 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 4,752,468 | 235,674 | 0.07% | 0.07% | 8 | +403,873 | 9.29% | Q4 2025 | Feb 18, 2026 |
| FMR LLC | History | Reduced | 4,572,089 | 226,729 | 0.01% | 0.01% | 9 | -55,475 | -1.2% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 4,021,393 | 199,420 | 0.11% | 0.11% | 10 | +221,413 | 5.83% | Q4 2025 | Feb 06, 2026 |
| UBS Group AG | History | Reduced | 3,802,516 | 188,566 | 0.03% | 0.03% | 11 | -299,830 | -7.31% | Q4 2025 | Jan 29, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 3,783,389 | 187,618 | 0.03% | 0.03% | 12 | +80,702 | 2.18% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 3,023,709 | 149,945 | 0.16% | 0.13% | 13 | +763,733 | 33.79% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,717,347 | 134,757 | 0.08% | 0.07% | 14 | +553,456 | 25.58% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,381,863 | 118,117 | 0.02% | — | 15 | +2,381,863 | New | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 2,351,730 | 116,622 | 0.16% | 0.13% | 16 | +277,388 | 13.37% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 2,079,635 | 103,129 | 0.09% | 0.08% | 17 | +288,628 | 16.12% | Q4 2025 | Feb 13, 2026 |
| Kensington Asset Management, LLC | History | Added to | 1,588,148 | 78,740 | 4.07% | 3.47% | 18 | +425,761 | 36.63% | Q4 2025 | Feb 13, 2026 |
| Crane Advisory, LLC | History | Reduced | 1,532,303 | 76,109 | 11.51% | 15.62% | 19 | -467,327 | -23.37% | Q4 2025 | Jan 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,511,785 | 75,016 | 0.02% | 0.01% | 20 | +479,204 | 46.41% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Reduced | 1,494,138 | 74,094 | 0.43% | 0.48% | 21 | -42,842 | -2.79% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,397,235 | 69,292 | 0.1% | 0.09% | 22 | +117,348 | 9.17% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 1,186,993 | 58,862 | 0.21% | 0.22% | 23 | +236,970 | 24.94% | Q4 2025 | Feb 18, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,115,706 | 55,327 | 0.03% | 0.04% | 24 | +49,480 | 4.64% | Q4 2025 | Feb 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 850,530 | 42,177 | 0.01% | 0.01% | 25 | +77,086 | 9.97% | Q4 2025 | Feb 10, 2026 |
| Blue Water Asset Management | History | New | 825,480 | 40,935 | 14.72% | — | 26 | +825,480 | New | Q4 2025 | Feb 05, 2026 |
| Vickerman Investment Advisors, Inc. | History | Added to | 798,209 | 39,583 | 7.91% | 8.04% | 27 | +337 | 0.04% | Q4 2025 | Feb 12, 2026 |
| Crewe Advisors LLC | History | Reduced | 760,896 | 37,732 | 3.34% | 4.47% | 28 | -178,588 | -19.01% | Q4 2025 | Jan 16, 2026 |
| Lakeshore Financial Planning, Inc. | History | Added to | 757,336 | 37,556 | 13.42% | 13.54% | 29 | +25,174 | 3.44% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 735,815 | 36,489 | 0.09% | 0.08% | 30 | +103,830 | 16.43% | Q4 2025 | Feb 13, 2026 |
| Main Street Group, LTD | History | Reduced | 680,892 | 33,765 | 11.65% | 10.1% | 31 | -10,928 | -1.58% | Q4 2025 | Jan 26, 2026 |
| Private Advisor Group, LLC | History | Added to | 653,815 | 32,422 | 0.15% | 0.14% | 32 | +66,247 | 11.27% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 645,262 | 31,999 | 0.08% | 0.08% | 33 | +52,183 | 8.8% | Q4 2025 | Feb 05, 2026 |
| Pine Harbor Wealth Management, LLC | History | Added to | 623,468 | 30,917 | 9.47% | 9.28% | 34 | +43,214 | 7.45% | Q4 2025 | Jan 20, 2026 |
| EP Wealth Advisors, LLC | History | New | 533,930 | 26,477 | 0.14% | — | 35 | +533,930 | New | Q4 2025 | Feb 18, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 531,291 | 26,346 | 0.59% | 0.05% | 36 | +487,841 | 1122.76% | Q4 2025 | Feb 04, 2026 |
| AMJ Financial Wealth Management | History | Reduced | 514,011 | 25,489 | 6.03% | 6.26% | 37 | -13,460 | -2.55% | Q4 2025 | Feb 05, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Added to | 478,313 | 23,719 | 5.64% | 5.15% | 38 | +61,979 | 14.89% | Q4 2025 | Jan 26, 2026 |
| Peak Planning Group, LLC | History | New | 469,386 | 23,276 | 6.53% | — | 39 | +469,386 | New | Q4 2025 | Feb 13, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 446,506 | 22,142 | 2.56% | 2.55% | 40 | +20,984 | 4.93% | Q4 2025 | Feb 10, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 444,913 | 22,063 | 4.16% | 4.88% | 41 | -72,804 | -14.06% | Q4 2025 | Jan 28, 2026 |
| Embree Financial Group | History | Added to | 442,084 | 21,922 | 2.69% | 1.6% | 42 | +203,209 | 85.07% | Q4 2025 | Jan 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 440,774 | 21,857 | 0.53% | 0.47% | 43 | +65,071 | 17.32% | Q4 2025 | Jan 28, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 430,659 | 21,356 | 0.05% | 0.04% | 44 | +78,476 | 22.28% | Q4 2025 | Feb 11, 2026 |
| IRONWOOD WEALTH MANAGEMENT, INC. | History | Reduced | 418,892 | 20,802 | 9.33% | 9.66% | 45 | -5,277 | -1.24% | Q4 2025 | Jan 14, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 380,935 | 18,890 | 0.7% | 0.23% | 46 | +309,231 | 431.26% | Q4 2025 | Feb 04, 2026 |
| &PARTNERS | History | Added to | 343,718 | 17,053 | 0.09% | 0.09% | 47 | +47,722 | 16.12% | Q4 2025 | Feb 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 341,443 | 17,008 | 0.41% | 0.45% | 48 | -7,108 | -2.04% | Q4 2025 | Jan 29, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 341,474 | 16,933 | 0.07% | 0.05% | 49 | +143,756 | 72.71% | Q4 2025 | Feb 13, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 337,434 | 16,733 | 1.02% | 1.08% | 50 | -9,832 | -2.83% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 336,493 | 16,686 | 0.03% | 0.01% | 51 | +184,127 | 120.85% | Q4 2025 | Mar 16, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 330,237 | 16,373 | 2.2% | 1.98% | 52 | +3,975 | 1.22% | Q4 2025 | Feb 11, 2026 |
| Disciplina Capital Management LLC | History | Added to | 322,173 | 16,016 | 1.83% | 1.47% | 53 | +80,238 | 33.17% | Q4 2025 | Feb 11, 2026 |
| M Wealth Management, LLC | History | Reduced | 319,227 | 15,830 | 13.78% | 14.41% | 54 | -9,975 | -3.03% | Q4 2025 | Jan 29, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 318,137 | 15,776 | 0.31% | 0.26% | 55 | +66,780 | 26.57% | Q4 2025 | Jan 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 310,671 | 15,406 | 0.17% | 0.17% | 56 | +14,266 | 4.81% | Q4 2025 | Jan 20, 2026 |
| Fairvoy Private Wealth, LLC | History | Added to | 303,859 | 15,068 | 3.37% | 3.38% | 57 | +5,910 | 1.98% | Q4 2025 | Jan 14, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 298,865 | 14,820 | 0.52% | 0.5% | 58 | +12,797 | 4.47% | Q4 2025 | Feb 12, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 298,056 | 14,780 | 0.11% | 0.01% | 59 | +276,287 | 1269.18% | Q4 2025 | Feb 12, 2026 |
| Leelyn Smith, LLC | History | New | 294,086 | 14,583 | 2.11% | — | 60 | +294,086 | New | Q4 2025 | Jan 28, 2026 |
| IHT Wealth Management, LLC | History | Added to | 287,689 | 14,266 | 0.35% | 0.1% | 61 | +206,395 | 253.89% | Q4 2025 | Feb 17, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 279,682 | 13,869 | 0.44% | 0.25% | 62 | +131,386 | 88.6% | Q4 2025 | Jan 12, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 274,500 | 13,612 | 0.15% | 0.32% | 63 | -178,968 | -39.47% | Q4 2025 | Feb 03, 2026 |
| Good Steward Wealth Advisors,LLC | History | Added to | 271,950 | 13,486 | 8.9% | 8.78% | 64 | +16,817 | 6.59% | Q4 2025 | Jan 22, 2026 |
| HighTower Advisors, LLC | History | Added to | 267,582 | 13,269 | 0.01% | 0.01% | 65 | +30,535 | 12.88% | Q4 2025 | Feb 06, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 267,374 | 13,259 | 0.08% | — | 66 | +267,374 | New | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 266,618 | 13,221 | 0.05% | 0.05% | 67 | -23,566 | -8.12% | Q4 2025 | Jan 29, 2026 |
| Equitable Holdings, Inc. | History | Added to | 260,476 | 12,917 | 0.09% | 0.09% | 68 | +11,250 | 4.51% | Q4 2025 | Feb 17, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Added to | 260,032 | 12,894 | 4.54% | 5.09% | 69 | +10,747 | 4.31% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 252,330 | 12,513 | 0.18% | 0.15% | 70 | +3,670 | 1.48% | Q4 2025 | Feb 02, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 246,684 | 12,233 | 0.45% | — | 71 | +246,684 | New | Q4 2025 | Feb 09, 2026 |
| Inscription Capital, LLC | History | Reduced | 245,225 | 12,160 | 1.25% | 1.95% | 72 | -118,226 | -32.53% | Q4 2025 | Jan 29, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | Added to | 242,701 | 12,042 | 7.14% | 6.41% | 73 | +18,388 | 8.2% | Q4 2025 | Jan 06, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 234,059 | 11,606 | 1.25% | 1.04% | 74 | +46,533 | 24.81% | Q4 2025 | Jan 28, 2026 |
| Live Oak Investment Partners | History | Reduced | 230,593 | 11,435 | 7.03% | 11.01% | 75 | -102,896 | -30.85% | Q4 2025 | Jan 29, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 229,710 | 11,391 | 1.56% | 1.76% | 76 | -20,708 | -8.27% | Q4 2025 | Jan 22, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 222,628 | 11,025 | 0.27% | 0.19% | 77 | +28,388 | 14.61% | Q4 2025 | Feb 11, 2026 |
| Curran Financial Partners, LLC | History | Reduced | 222,153 | 11,016 | 2.09% | 2.37% | 78 | -18,529 | -7.7% | Q4 2025 | Jan 22, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | Reduced | 218,214 | 10,821 | 2.03% | 2.19% | 79 | -48,278 | -18.12% | Q4 2025 | Feb 12, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 216,813 | 10,773 | 0.5% | 0.49% | 80 | +44,819 | 26.06% | Q4 2025 | Feb 03, 2026 |
| Advisory Services Network, LLC | History | Added to | 211,286 | 10,477 | 0.15% | 0.15% | 81 | +5,480 | 2.66% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 201,924 | 10,013 | 0.03% | 0.03% | 82 | -15,850 | -7.28% | Q4 2025 | Jan 26, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 199,697 | 9,902 | 0.11% | 0.12% | 83 | -4,660 | -2.28% | Q4 2025 | Feb 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 197,465 | 9,792 | 0.2% | 0.18% | 84 | +36,128 | 22.39% | Q4 2025 | Feb 09, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 196,538 | 9,754 | 0.01% | 0.01% | 85 | +188 | 0.1% | Q4 2025 | Jan 08, 2026 |
| Horizon Wealth Management, LLC | History | Added to | 195,943 | 9,716 | 1.51% | 1.38% | 86 | +7,120 | 3.77% | Q4 2025 | Feb 04, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 193,940 | 9,617 | 0.82% | 1.03% | 87 | -40,249 | -17.19% | Q4 2025 | Jan 21, 2026 |
| Global Retirement Partners, LLC | History | Added to | 190,898 | 9,466 | 0.17% | 0.19% | 88 | +21,507 | 12.7% | Q4 2025 | Feb 06, 2026 |
| Kovack Advisors, Inc. | History | Added to | 187,629 | 9,304 | 0.43% | 0.04% | 89 | +179,700 | 2266.36% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 186,532 | 9,250 | 0.1% | 0.01% | 90 | +170,546 | 1066.85% | Q4 2025 | Jan 23, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 185,132 | 9,180 | 1.73% | 1.67% | 91 | +7,162 | 4.02% | Q4 2025 | Feb 12, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 180,791 | 8,965 | 0.98% | 0.75% | 92 | +46,923 | 35.05% | Q4 2025 | Jan 20, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 180,680 | 8,959 | 2.08% | 1.65% | 93 | +7,572 | 4.37% | Q4 2025 | Feb 17, 2026 |
| Clark Wealth Partners | History | No change | 180,634 | 8,957 | 5.46% | 5.46% | 94 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 178,154 | 8,834 | 0.01% | 0.01% | 95 | +24,972 | 16.3% | Q4 2025 | Feb 02, 2026 |
| IFG Advisory, LLC | History | Reduced | 175,757 | 8,715 | 0.38% | 0.42% | 96 | -10,318 | -5.55% | Q4 2025 | Feb 10, 2026 |
| FOCUSED ALPHA, LLC | History | New | 171,673 | 8,513 | 2.5% | — | 97 | +171,673 | New | Q4 2025 | Feb 13, 2026 |
| DAVENPORT & Co LLC | History | Added to | 170,856 | 8,472 | 0.05% | 0.02% | 98 | +103,190 | 152.5% | Q4 2025 | Jan 12, 2026 |
| TD Capital Management LLC | History | Added to | 165,338 | 8,199 | 0.73% | 0.63% | 99 | +25,774 | 18.47% | Q4 2025 | Feb 26, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 164,235 | 8,165 | 0.26% | 0.25% | 100 | +11,237 | 7.34% | Q4 2025 | Jan 23, 2026 |
| IFP Advisors, Inc | History | Added to | 163,150 | 8,090 | 0.18% | 0.21% | 101 | +1,833 | 1.14% | Q4 2025 | Feb 06, 2026 |
| Bulwark Capital Corp | History | Added to | 157,369 | 7,803 | 5.55% | 2.67% | 102 | +88,470 | 128.41% | Q4 2025 | Jan 12, 2026 |
| Baird Financial Group, Inc. | History | Added to | 156,409 | 7,756 | 0.01% | 0.01% | 103 | +2,433 | 1.58% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 153,737 | 7,623 | 0.04% | 0.02% | 104 | +67,679 | 78.64% | Q4 2025 | Jan 29, 2026 |
| Advisory Resource Group | History | Added to | 151,426 | 7,509 | 1.32% | 1.31% | 105 | +4,881 | 3.33% | Q4 2025 | Feb 12, 2026 |
| Cedar Mountain Advisors, LLC | History | Reduced | 145,967 | 7,238 | 1.4% | 1.5% | 106 | -8,597 | -5.56% | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | Added to | 145,189 | 7,199 | 0.01% | 0.01% | 107 | +16,986 | 13.25% | Q4 2025 | Feb 13, 2026 |
| Innovative Wealth Building LLC | History | Added to | 144,392 | 7,160 | 5.22% | 5.49% | 108 | +2,928 | 2.07% | Q4 2025 | Feb 17, 2026 |
| Avestar Capital, LLC | History | Added to | 141,074 | 7,010 | 0.45% | 0.38% | 109 | +24,065 | 20.57% | Q4 2025 | Feb 10, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 138,752 | 6,880 | 0.08% | 0.05% | 110 | +21,158 | 17.99% | Q4 2025 | Feb 13, 2026 |
| Clearwave Capital, LLC | History | New | 138,163 | 6,851 | 5.06% | — | 111 | +138,163 | New | Q4 2025 | Mar 02, 2026 |
| Hedeker Wealth, LLC | History | Added to | 138,104 | 6,848 | 1.44% | 0.75% | 112 | +65,984 | 91.49% | Q4 2025 | Jan 23, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 135,090 | 6,699 | 0.1% | 0.13% | 113 | -32,520 | -19.4% | Q4 2025 | Feb 09, 2026 |
| Ifrah Financial Services, Inc. | History | Added to | 133,420 | 6,616 | 1.7% | 1.69% | 114 | +2,554 | 1.95% | Q4 2025 | Jan 22, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 133,141 | 6,602 | 0.73% | 0.6% | 115 | +27,363 | 25.87% | Q4 2025 | Feb 06, 2026 |
| Leisure Capital Management | History | Added to | 132,756 | 6,583 | 2.18% | 2.16% | 116 | +6,198 | 4.9% | Q4 2025 | Jan 27, 2026 |
| BOS Asset Management, LLC | History | Added to | 132,080 | 6,549 | 1.75% | 1.17% | 117 | +48,958 | 58.9% | Q4 2025 | Jan 09, 2026 |
| Goldstein Advisors, LLC | History | Added to | 128,554 | 6,375 | 0.73% | 0.5% | 118 | +45,454 | 54.7% | Q4 2025 | Feb 10, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 126,622 | 6,279 | 0.3% | 0.31% | 119 | -17,611 | -12.21% | Q4 2025 | Jan 21, 2026 |
| Global View Capital Management LLC | History | Added to | 126,558 | 6,276 | 1.17% | 0.47% | 120 | +82,114 | 184.76% | Q4 2025 | Jan 14, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | Reduced | 124,787 | 6,188 | 1.55% | 1.49% | 121 | -5,279 | -4.06% | Q4 2025 | Feb 06, 2026 |
| TABR Capital Management, LLC | History | Added to | 119,927 | 5,947 | 3.97% | 3.1% | 122 | +29,121 | 32.07% | Q4 2025 | Jan 28, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 119,165 | 5,909 | 0.12% | 0.12% | 123 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 118,472 | 5,875 | 0.95% | 0.05% | 124 | +112,728 | 1962.53% | Q4 2025 | Feb 11, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 114,756 | 5,710 | 0.66% | 0.74% | 125 | -6,965 | -5.72% | Q4 2025 | Feb 03, 2026 |
| IRON Financial LLC | History | Added to | 111,748 | 5,541 | 2.55% | 0.92% | 126 | +73,126 | 189.34% | Q4 2025 | Jan 22, 2026 |
| COFG Advisors, LLC | History | New | 110,860 | 5,497 | 1.36% | — | 127 | +110,860 | New | Q4 2025 | Feb 10, 2026 |
| Wealthfront Advisers LLC | History | Added to | 107,333 | 5,322 | 0.01% | 0.01% | 128 | +64,140 | 148.5% | Q4 2025 | Jan 30, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | Added to | 104,725 | 5,193 | 2.38% | 1.55% | 129 | +42,100 | 67.23% | Q4 2025 | Feb 04, 2026 |
| Phoenix Wealth Advisors | History | Added to | 104,662 | 5,190 | 2.0% | 1.96% | 130 | +2,064 | 2.01% | Q4 2025 | Jan 22, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Added to | 102,393 | 5,077 | 1.11% | 0.93% | 131 | +19,333 | 23.28% | Q4 2025 | Jan 20, 2026 |
| Gotham Asset Management, LLC | History | No change | 100,498 | 4,983 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Seed Wealth Management, Inc. | History | Added to | 100,114 | 4,964 | 3.42% | 0.87% | 133 | +74,905 | 297.14% | Q4 2025 | Jan 21, 2026 |
| Navis Wealth Advisors, LLC | History | Reduced | 96,791 | 4,799 | 2.03% | 5.66% | 134 | -55,246 | -36.34% | Q4 2025 | Feb 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 96,605 | 4,790 | 0.13% | 0.1% | 135 | +25,121 | 35.14% | Q4 2025 | Jan 23, 2026 |
| Lido Advisors, LLC | History | New | 94,871 | 4,704 | 0.01% | — | 136 | +94,871 | New | Q4 2025 | Feb 10, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Reduced | 93,354 | 4,629 | 2.42% | 2.62% | 137 | -9,787 | -9.49% | Q4 2025 | Jan 23, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 93,326 | 4,628 | 0.03% | 0.03% | 138 | +4,268 | 4.79% | Q4 2025 | Jan 27, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | New | 92,778 | 4,600 | 0.29% | — | 139 | +92,778 | New | Q4 2025 | Feb 11, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 89,439 | 4,435 | 0.11% | — | 140 | +89,439 | New | Q4 2025 | Feb 17, 2026 |
| Americana Partners, LLC | History | Added to | 89,435 | 4,435 | 0.12% | 0.07% | 141 | +43,234 | 93.58% | Q4 2025 | Feb 06, 2026 |
| Congress Park Capital LLC | History | Reduced | 88,949 | 4,410 | 1.32% | 2.14% | 142 | -49,313 | -35.67% | Q4 2025 | Jan 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 88,882 | 4,407 | 0.08% | 0.09% | 143 | +2,129 | 2.45% | Q4 2025 | Jan 16, 2026 |
| Commonwealth Retirement Investments LLC | History | Added to | 88,605 | 4,393 | 1.41% | 1.27% | 144 | +13,389 | 17.8% | Q4 2025 | Feb 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 88,450 | 4,386 | 0.0% | 0.01% | 145 | -103,526 | -53.93% | Q4 2025 | Feb 10, 2026 |
| Spire Wealth Management | History | Added to | 87,410 | 4,334 | 0.15% | 0.0% | 146 | +86,271 | 7574.28% | Q4 2025 | Jan 14, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 86,867 | 4,307 | 0.99% | 1.11% | 147 | -5,653 | -6.11% | Q4 2025 | Jan 06, 2026 |
| Ignite Planners, LLC | History | Added to | 86,255 | 4,295 | 0.66% | 0.69% | 148 | +2,292 | 2.73% | Q4 2025 | Feb 06, 2026 |
| Nilsine Partners, LLC | History | Added to | 84,134 | 4,172 | 0.36% | 0.28% | 149 | +22,159 | 35.75% | Q4 2025 | Jan 15, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 80,278 | 3,981 | 0.14% | 0.15% | 150 | -675 | -0.83% | Q4 2025 | Jan 27, 2026 |
| Sigma Planning Corp | History | Added to | 78,720 | 3,894 | 0.11% | 0.1% | 151 | +5,431 | 7.41% | Q4 2025 | Jan 30, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 77,970 | 3,866 | 1.15% | 1.42% | 152 | -12,814 | -14.11% | Q4 2025 | Feb 10, 2026 |
| Fortitude Advisory Group L.L.C. | History | Added to | 77,544 | 3,845 | 1.63% | 2.01% | 153 | +2,507 | 3.34% | Q4 2025 | Feb 13, 2026 |
| Cravens & Co Advisors, LLC | History | Reduced | 75,598 | 3,756 | 2.46% | 5.13% | 154 | -75,099 | -49.83% | Q4 2025 | Feb 10, 2026 |
| Thayer Partners, LLC / MA | History | New | 75,055 | 3,721 | 1.81% | — | 155 | +75,055 | New | Q4 2025 | Feb 05, 2026 |
| Mutual Advisors, LLC | History | Added to | 74,197 | 3,679 | 0.08% | 0.08% | 156 | +3,494 | 4.94% | Q4 2025 | Feb 02, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 72,335 | 3,587 | 0.17% | 0.22% | 157 | -2,019 | -2.72% | Q4 2025 | Jan 28, 2026 |
| Fermata Advisors, LLC | History | Added to | 71,685 | 3,554 | 0.85% | 0.28% | 158 | +49,743 | 226.7% | Q4 2025 | Jan 08, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 69,736 | 3,458 | 0.23% | 0.23% | 159 | +1,992 | 2.94% | Q4 2025 | Apr 02, 2026 |
| Evergreen Wealth Partners LLC | History | New | 68,751 | 3,409 | 2.87% | — | 160 | +68,751 | New | Q4 2025 | Feb 05, 2026 |
| SAM Advisors, LLC | History | Added to | 65,277 | 3,237 | 1.02% | 0.63% | 161 | +25,986 | 66.14% | Q4 2025 | Feb 12, 2026 |
| WESPAC Advisors, LLC | History | Reduced | 64,866 | 3,216 | 1.74% | 2.6% | 162 | -24,470 | -27.39% | Q4 2025 | Jan 14, 2026 |
| SYON CAPITAL LLC | History | Added to | 64,545 | 3,200 | 0.16% | 0.17% | 163 | +2,020 | 3.23% | Q4 2025 | Feb 11, 2026 |
| Shore Point Advisors, LLC | History | Added to | 63,710 | 3,159 | 1.34% | 0.22% | 164 | +53,635 | 532.36% | Q4 2025 | Jan 23, 2026 |
| McAdam, LLC | History | Added to | 62,922 | 3,120 | 0.14% | 0.02% | 165 | +52,902 | 527.96% | Q4 2025 | Feb 13, 2026 |
| Capital Analysts, LLC | History | Added to | 62,059 | 3,078 | 0.09% | 0.05% | 166 | +29,616 | 91.29% | Q4 2025 | Feb 11, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 60,099 | 2,980 | 0.58% | 1.39% | 167 | -83,501 | -58.15% | Q4 2025 | Jan 09, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 59,636 | 2,970 | 0.02% | 0.21% | 168 | -517,078 | -89.66% | Q4 2025 | Feb 13, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Reduced | 57,395 | 2,846 | 0.6% | 1.05% | 169 | -39,114 | -40.53% | Q4 2025 | Jan 14, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 56,112 | 2,782 | 0.31% | 0.32% | 170 | +8,714 | 18.38% | Q4 2025 | Feb 11, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 55,764 | 2,765 | 0.78% | 0.97% | 171 | -11,163 | -16.68% | Q4 2025 | Feb 05, 2026 |
| WPG Advisers, LLC | History | Added to | 55,615 | 2,757 | 2.05% | 0.55% | 172 | +41,415 | 291.65% | Q4 2025 | Jan 28, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 53,596 | 2,657 | 0.05% | 0.04% | 173 | +14,756 | 37.99% | Q4 2025 | Feb 12, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 52,746 | 2,615 | 0.22% | 0.23% | 174 | -3,436 | -6.12% | Q4 2025 | Feb 13, 2026 |
| Owen LaRue, LLC | History | Added to | 52,592 | 2,608 | 0.99% | 0.66% | 175 | +18,908 | 56.13% | Q4 2025 | Feb 05, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 52,330 | 2,598 | 0.28% | 0.18% | 176 | +19,827 | 61.0% | Q4 2025 | Feb 18, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 51,573 | 2,557 | 0.79% | 0.99% | 177 | +4,508 | 9.58% | Q4 2025 | Jan 08, 2026 |
| SageView Advisory Group, LLC | History | Added to | 50,729 | 2,515 | 0.09% | 0.08% | 178 | +5,548 | 12.28% | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | Added to | 49,966 | 2,489 | 0.04% | 0.04% | 179 | +2,022 | 4.22% | Q4 2025 | Feb 13, 2026 |
| Cypress Capital, LLC | History | Reduced | 49,979 | 2,478 | 0.69% | 0.74% | 180 | -2,089 | -4.01% | Q4 2025 | Feb 06, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 49,630 | 2,461 | 0.03% | 0.03% | 181 | +950 | 1.95% | Q4 2025 | Feb 13, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | New | 49,241 | 2,452 | 1.36% | — | 182 | +49,241 | New | Q4 2025 | Feb 17, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 48,366 | 2,398 | 0.53% | — | 183 | +48,366 | New | Q4 2025 | Feb 18, 2026 |
| Valmark Advisers, Inc. | History | Added to | 46,851 | 2,323 | 0.03% | 0.03% | 184 | +932 | 2.03% | Q4 2025 | Jan 26, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 46,680 | 2,314 | 0.43% | 0.27% | 185 | +18,863 | 67.81% | Q4 2025 | Jan 30, 2026 |
| Focus Partners Wealth | History | Added to | 45,831 | 2,280 | 0.0% | 0.0% | 186 | +8,034 | 21.26% | Q4 2025 | Feb 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 45,959 | 2,278 | 0.15% | 0.03% | 187 | +37,193 | 424.29% | Q4 2025 | Jan 15, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 44,321 | 2,197 | 0.03% | 0.03% | 188 | -7,147 | -13.89% | Q4 2025 | Feb 09, 2026 |
| Ridgeline Wealth, LLC | History | Reduced | 43,781 | 2,171 | 1.51% | 1.67% | 189 | -1,681 | -3.7% | Q4 2025 | Jan 08, 2026 |
| NORDEN GROUP LLC | History | Reduced | 43,412 | 2,152 | 0.21% | 0.28% | 190 | -11,178 | -20.48% | Q4 2025 | Jan 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 43,371 | 2,151 | 0.0% | 0.0% | 191 | +10,693 | 32.72% | Q4 2025 | Feb 10, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 42,655 | 2,115 | 0.08% | 0.09% | 192 | -1,996 | -4.47% | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, LLC | History | Reduced | 42,536 | 2,109 | 0.02% | 0.02% | 193 | -5,750 | -11.91% | Q4 2025 | Feb 17, 2026 |
| Running Point Capital Advisors, LLC | History | Added to | 40,630 | 2,014 | 0.55% | 0.54% | 194 | +67 | 0.17% | Q4 2025 | Feb 17, 2026 |
| Western Wealth Management, LLC | History | Added to | 40,031 | 1,985 | 0.09% | 0.05% | 195 | +21,279 | 113.48% | Q4 2025 | Feb 05, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 39,850 | 1,976 | 0.01% | 0.01% | 196 | +5,536 | 16.13% | Q4 2025 | Jan 29, 2026 |
| Prospera Financial Services Inc | History | Added to | 39,561 | 1,961 | 0.03% | 0.03% | 197 | +1,699 | 4.49% | Q4 2025 | Feb 09, 2026 |
| 4WEALTH ADVISORS, INC. | History | New | 39,302 | 1,949 | 1.66% | — | 198 | +39,302 | New | Q4 2025 | Jan 21, 2026 |
| 626 Financial, LLC | History | Reduced | 38,121 | 1,890 | 0.81% | 0.84% | 199 | -216 | -0.56% | Q4 2025 | Feb 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 37,974 | 1,883 | 0.01% | 0.01% | 200 | +6,948 | 22.39% | Q4 2025 | Feb 12, 2026 |
| Sargent Investment Group, LLC | History | No change | 37,500 | 1,859 | 0.23% | 0.27% | 201 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 36,651 | 1,817 | 0.06% | 0.06% | 202 | -433 | -1.17% | Q4 2025 | Feb 03, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 36,180 | 1,794 | 0.16% | 0.15% | 203 | +1,060 | 3.02% | Q4 2025 | Jan 26, 2026 |
| Betterment LLC | History | Added to | 35,881 | 1,779 | 0.0% | 0.0% | 204 | +1,205 | 3.48% | Q4 2025 | Feb 12, 2026 |
| Corient Private Wealth LLC | History | New | 35,783 | 1,774 | 0.0% | — | 205 | +35,783 | New | Q4 2025 | Mar 09, 2026 |
| KINTRA WEALTH, LLC | History | New | 35,242 | 1,747 | 0.24% | — | 206 | +35,242 | New | Q4 2025 | Feb 18, 2026 |
| Tradewinds, LLC. | History | Reduced | 34,790 | 1,725 | 0.41% | 0.42% | 207 | -60 | -0.17% | Q4 2025 | Feb 13, 2026 |
| FIRST UNITED BANK & TRUST | History | Reduced | 34,745 | 1,723 | 0.55% | 0.6% | 208 | -2,277 | -6.15% | Q4 2025 | Jan 21, 2026 |
| Beckerman Institutional, LLC | History | Reduced | 34,614 | 1,716 | 0.96% | 1.02% | 209 | -242 | -0.69% | Q4 2025 | Feb 10, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 33,280 | 1,650 | 0.11% | 0.16% | 210 | -15,322 | -31.53% | Q4 2025 | Feb 03, 2026 |
| Cresset Asset Management, LLC | History | Added to | 32,981 | 1,642 | 0.01% | 0.01% | 211 | +2,836 | 9.41% | Q4 2025 | Feb 17, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 32,193 | 1,596 | 0.12% | 0.09% | 213 | +10,142 | 45.99% | Q4 2025 | Jan 09, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 32,194 | 1,596 | 0.09% | 0.1% | 212 | -567 | -1.73% | Q4 2025 | Feb 10, 2026 |
| First Citizens Financial Corp | History | Added to | 31,702 | 1,572 | 0.78% | 0.73% | 214 | +1,916 | 6.43% | Q4 2025 | Jan 06, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 31,513 | 1,562 | 0.03% | 0.03% | 215 | -890 | -2.75% | Q4 2025 | Feb 17, 2026 |
| TradeWell Securities, LLC. | History | Added to | 31,447 | 1,559 | 0.61% | 0.59% | 216 | +3,229 | 11.44% | Q4 2025 | Feb 09, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 30,633 | 1,519 | 0.04% | 0.09% | 217 | +3,323 | 12.17% | Q4 2025 | Feb 10, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 30,596 | 1,517 | 0.23% | 0.23% | 218 | +1,390 | 4.76% | Q4 2025 | Jan 13, 2026 |
| Howard Capital Management Inc. | History | Reduced | 30,584 | 1,516 | 0.02% | 0.02% | 219 | -321 | -1.04% | Q4 2025 | Jan 23, 2026 |
| Tripletail Wealth Management, LLC | History | Reduced | 30,371 | 1,506 | 1.91% | 2.03% | 220 | -4,236 | -12.24% | Q4 2025 | Feb 12, 2026 |
| SouthState Bank Corp | History | Added to | 29,774 | 1,476 | 0.07% | 0.06% | 221 | +4,607 | 18.31% | Q4 2025 | Feb 11, 2026 |
| Impact Partnership Wealth, LLC | History | Reduced | 28,080 | 1,392 | 0.18% | 0.21% | 222 | -250 | -0.88% | Q4 2025 | Feb 10, 2026 |
| Bank of New York Mellon Corp | History | Added to | 27,924 | 1,384 | 0.0% | 0.0% | 223 | +6,043 | 27.62% | Q4 2025 | Feb 10, 2026 |
| Aviance Capital Partners, LLC | History | Reduced | 27,826 | 1,379 | 0.16% | 0.25% | 224 | -14,997 | -35.02% | Q4 2025 | Feb 06, 2026 |
| Ellenbecker Investment Group | History | Reduced | 27,425 | 1,360 | 0.19% | 0.24% | 225 | -5,159 | -15.83% | Q4 2025 | Jan 30, 2026 |
| City Center Advisors, LLC | History | Added to | 26,465 | 1,312 | 1.21% | 0.96% | 226 | +6,618 | 33.35% | Q4 2025 | Jan 05, 2026 |
| Camarda Financial Advisors, LLC | History | Reduced | 25,676 | 1,273 | 0.48% | 0.48% | 227 | -690 | -2.62% | Q4 2025 | Feb 17, 2026 |
| Petros Family Wealth, LLC | History | New | 25,531 | 1,266 | 0.84% | — | 228 | +25,531 | New | Q4 2025 | Jan 14, 2026 |
| MCF Advisors LLC | History | Added to | 24,609 | 1,224 | 0.07% | 0.08% | 229 | +42 | 0.17% | Q4 2025 | Feb 11, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 24,538 | 1,216 | 0.68% | 0.3% | 230 | +14,311 | 139.93% | Q4 2025 | Feb 17, 2026 |
| BCS Private Wealth Management, Inc. | History | Added to | 24,060 | 1,198 | 0.41% | 0.18% | 231 | +13,835 | 135.31% | Q4 2025 | Jan 26, 2026 |
| Kathmere Capital Management, LLC | History | New | 24,066 | 1,193 | 0.08% | — | 232 | +24,066 | New | Q4 2025 | Jan 13, 2026 |
| CHOREO, LLC | History | Added to | 23,309 | 1,160 | 0.01% | 0.01% | 233 | +14,379 | 161.02% | Q4 2025 | Jan 23, 2026 |
| Quantinno Capital Management LP | History | Added to | 23,316 | 1,156 | 0.0% | 0.0% | 234 | +12,621 | 118.01% | Q4 2025 | Feb 17, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 22,972 | 1,139 | 0.12% | 0.16% | 235 | +366 | 1.62% | Q4 2025 | Feb 17, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 22,972 | 1,139 | 0.17% | 0.24% | 236 | +366 | 1.62% | Q4 2025 | Feb 13, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Reduced | 21,987 | 1,090 | 0.2% | 0.52% | 237 | -31,278 | -58.72% | Q4 2025 | Feb 06, 2026 |
| Everest Management Corp. | History | Reduced | 21,810 | 1,081 | 0.6% | 0.78% | 238 | -2,893 | -11.71% | Q4 2025 | Feb 02, 2026 |
| Sovran Advisors, LLC | History | New | 21,157 | 1,051 | 0.09% | — | 239 | +21,157 | New | Q4 2025 | Jan 20, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | New | 21,141 | 1,048 | 0.58% | — | 241 | +21,141 | New | Q4 2025 | Feb 17, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 21,125 | 1,048 | 0.05% | 0.05% | 240 | +1,819 | 9.42% | Q4 2025 | Feb 13, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 21,076 | 1,045 | 0.1% | 0.11% | 242 | -213 | -1.0% | Q4 2025 | Feb 03, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 20,580 | 1,025 | 0.03% | 0.04% | 243 | -1,680 | -7.55% | Q4 2025 | Jan 20, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 20,639 | 1,023 | 0.14% | 1.63% | 244 | -191,731 | -90.28% | Q4 2025 | Feb 04, 2026 |
| EXCALIBUR MANAGEMENT CORP | History | Added to | 20,272 | 1,005 | 0.36% | 0.32% | 245 | +2,615 | 14.81% | Q4 2025 | Feb 10, 2026 |
| Insight Wealth Partners, LLC | History | Reduced | 19,632 | 973 | 0.13% | 0.3% | 246 | -391 | -1.95% | Q4 2025 | Feb 17, 2026 |
| Savvy Advisors, Inc. | History | Added to | 19,459 | 964 | 0.03% | 0.02% | 247 | +11,926 | 158.32% | Q4 2025 | Jan 20, 2026 |
| Friedenthal Financial | History | Added to | 18,669 | 925 | 0.48% | 0.48% | 248 | +108 | 0.58% | Q4 2025 | Jan 27, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 18,603 | 922 | 0.03% | 0.04% | 249 | +6,633 | 55.41% | Q4 2025 | Feb 13, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 18,392 | 912 | 0.09% | 0.1% | 250 | +26 | 0.14% | Q4 2025 | Jan 20, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 18,384 | 911 | 0.15% | 0.21% | 251 | -5,109 | -21.75% | Q4 2025 | Feb 17, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 17,806 | 883 | 0.01% | 0.02% | 252 | -13,095 | -42.38% | Q4 2025 | Feb 13, 2026 |
| Hartford Financial Management Inc. | History | No change | 17,488 | 867 | 0.23% | 0.23% | 253 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 17,416 | 863 | 0.01% | — | 254 | +17,416 | New | Q4 2025 | Feb 12, 2026 |
| Essex Financial Services, Inc. | History | Added to | 16,956 | 840 | 0.05% | 0.02% | 255 | +9,633 | 131.54% | Q4 2025 | Feb 10, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 16,655 | 825 | 0.05% | 0.05% | 256 | -665 | -3.84% | Q4 2025 | Jan 13, 2026 |
| Trilogy Capital Inc. | History | Reduced | 16,321 | 809 | 0.04% | 0.04% | 257 | -417 | -2.49% | Q4 2025 | Jan 22, 2026 |
| Arkadios Wealth Advisors | History | Added to | 16,284 | 807 | 0.02% | 0.02% | 258 | +979 | 6.4% | Q4 2025 | Feb 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 16,265 | 806 | 0.05% | 0.04% | 259 | +3,246 | 24.93% | Q4 2025 | Feb 10, 2026 |
| Horizon Investments, LLC | History | Added to | 16,265 | 806 | 0.01% | 0.01% | 260 | +3,246 | 24.93% | Q4 2025 | Feb 02, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 16,239 | 805 | 0.07% | 0.05% | 261 | +3,544 | 27.92% | Q4 2025 | Jan 27, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 15,680 | 777 | 0.37% | 0.2% | 262 | +6,702 | 74.65% | Q4 2025 | Feb 03, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 15,331 | 760 | 0.01% | 0.01% | 263 | +6,000 | 64.3% | Q4 2025 | Jan 29, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 15,105 | 749 | 0.04% | 0.05% | 264 | -958 | -5.96% | Q4 2025 | Feb 17, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 15,043 | 745 | 0.03% | 0.02% | 265 | +4,984 | 49.55% | Q4 2025 | Feb 02, 2026 |
| Realta Investment Advisors | History | Added to | 14,998 | 743 | 0.24% | 0.19% | 266 | +3,730 | 33.1% | Q4 2025 | Jan 20, 2026 |
| Summit Global Investments | History | Reduced | 14,705 | 729 | 0.04% | 0.05% | 267 | -1,083 | -6.86% | Q4 2025 | Feb 18, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 14,654 | 726 | 0.0% | — | 268 | +14,654 | New | Q4 2025 | Feb 17, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 14,583 | 723 | 0.08% | 0.09% | 269 | -2,427 | -14.27% | Q4 2025 | Feb 13, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 14,577 | 722 | 0.07% | 0.02% | 270 | +9,880 | 210.35% | Q4 2025 | Feb 17, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 14,533 | 720 | 0.03% | — | 271 | +14,533 | New | Q4 2025 | Feb 17, 2026 |
| BankPlus Wealth Management LLC | History | Added to | 14,514 | 719 | 0.4% | 0.19% | 272 | +8,005 | 122.98% | Q4 2025 | Feb 04, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 13,407 | 664 | 0.09% | 0.13% | 273 | -4,722 | -26.05% | Q4 2025 | Jan 23, 2026 |
| AlphaCore Capital LLC | History | Reduced | 13,281 | 661 | 0.01% | 0.02% | 274 | -293 | -2.16% | Q4 2025 | Feb 05, 2026 |
| Grantvest Financial Group LLC | History | Added to | 12,851 | 637 | 0.41% | 0.18% | 276 | +7,478 | 139.18% | Q4 2025 | Feb 02, 2026 |
| Team Financial Group, LLC | History | Reduced | 12,856 | 637 | 0.29% | 0.34% | 275 | -1,826 | -12.44% | Q4 2025 | Jan 13, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 12,812 | 635 | 0.06% | 0.06% | 277 | -55 | -0.43% | Q4 2025 | Jan 07, 2026 |
| PKS Advisory Services, LLC | History | New | 12,650 | 627 | 0.14% | — | 278 | +12,650 | New | Q4 2025 | Feb 02, 2026 |
| Worth Asset Management, LLC | History | Reduced | 12,627 | 626 | 0.27% | 1.68% | 279 | -62,403 | -83.17% | Q4 2025 | Jan 14, 2026 |
| BESSEMER GROUP INC | History | No change | 12,557 | 623 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| INTREPID FAMILY OFFICE LLC | History | New | 12,500 | 619 | 0.53% | — | 281 | +12,500 | New | Q4 2025 | Feb 17, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 12,367 | 613 | 0.05% | 0.4% | 282 | -111,616 | -90.03% | Q4 2025 | Feb 17, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 12,177 | 603 | 0.07% | 0.11% | 283 | -5,814 | -32.32% | Q4 2025 | Feb 13, 2026 |
| Cyr Financial Inc. | History | Reduced | 12,141 | 602 | 0.38% | 0.44% | 284 | -700 | -5.45% | Q4 2025 | Jan 16, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 12,139 | 601 | 0.0% | — | 285 | +12,139 | New | Q4 2025 | Jan 15, 2026 |
| Cedar Point Capital Partners, LLC | History | Added to | 12,089 | 599 | 0.38% | 0.18% | 286 | +6,482 | 115.61% | Q4 2025 | Feb 11, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 11,847 | 587 | 0.0% | 0.0% | 287 | -3,290 | -21.73% | Q4 2025 | Feb 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 11,636 | 577 | 0.02% | 0.04% | 288 | -7,069 | -37.79% | Q4 2025 | Feb 06, 2026 |
| FIFTH THIRD BANCORP | History | New | 11,632 | 576 | 0.0% | — | 289 | +11,632 | New | Q4 2025 | Feb 02, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 11,275 | 559 | 0.0% | 0.0% | 290 | -1,214 | -9.72% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 10,203 | 505 | 0.01% | 0.01% | 291 | +4,044 | 65.66% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 10,041 | 497 | 0.07% | 0.15% | 292 | -10,384 | -50.84% | Q4 2025 | Feb 17, 2026 |
| Beaumont Asset Management, L.L.C. | History | Added to | 9,868 | 489 | 0.24% | 0.23% | 293 | +573 | 6.16% | Q4 2025 | Jan 21, 2026 |
| JT Stratford LLC | History | Reduced | 9,727 | 482 | 0.06% | 0.07% | 294 | -328 | -3.26% | Q4 2025 | Feb 12, 2026 |
| Applied Capital LLC | History | Reduced | 9,714 | 481 | 0.19% | 0.29% | 295 | -4,884 | -33.46% | Q4 2025 | Jan 16, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 9,560 | 474 | 0.02% | 0.03% | 296 | +61 | 0.64% | Q4 2025 | Mar 04, 2026 |
| Register Financial Advisors LLC | History | Added to | 9,450 | 468 | 0.18% | 0.14% | 297 | +2,342 | 32.95% | Q4 2025 | Jan 21, 2026 |
| Focused Wealth Management, Inc | History | Added to | 9,199 | 456 | 0.05% | 0.05% | 298 | +106 | 1.17% | Q4 2025 | Jan 29, 2026 |
| Elmwood Wealth Management, Inc. | History | Reduced | 8,936 | 443 | 0.14% | 0.16% | 299 | -300 | -3.25% | Q4 2025 | Jan 08, 2026 |
| Integrated Investment Consultants, LLC | History | Added to | 8,490 | 421 | 0.08% | 0.06% | 300 | +1,500 | 21.46% | Q4 2025 | Mar 03, 2026 |
| KWB Wealth | History | Added to | 8,374 | 415 | 0.04% | 0.04% | 301 | +655 | 8.49% | Q4 2025 | Jan 12, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 8,198 | 406 | 0.02% | 0.02% | 302 | -1,816 | -18.13% | Q4 2025 | Feb 17, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 8,110 | 402 | 0.09% | 0.09% | 303 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 8,077 | 400 | 0.0% | 0.0% | 304 | -2,756 | -25.44% | Q4 2025 | Feb 18, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 8,003 | 396 | 0.04% | 0.05% | 305 | -16 | -0.2% | Q4 2025 | Feb 17, 2026 |
| Independent Advisor Alliance | History | Reduced | 7,937 | 393 | 0.01% | 0.02% | 306 | -4,100 | -34.06% | Q4 2025 | Feb 04, 2026 |
| Focus Financial Network, Inc. | History | Added to | 7,856 | 391 | 0.01% | 0.01% | 308 | +1,205 | 18.12% | Q4 2025 | Jan 12, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 7,902 | 391 | 0.0% | 0.0% | 307 | +91 | 1.17% | Q4 2025 | Feb 11, 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | History | Added to | 7,850 | 389 | 0.11% | 0.12% | 309 | +91 | 1.17% | Q4 2025 | Feb 04, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 7,502 | 372 | 0.03% | 0.03% | 310 | +85 | 1.15% | Q4 2025 | Feb 06, 2026 |
| Wealth Advisors of Iowa, LLC | History | Reduced | 7,445 | 369 | 0.12% | 0.2% | 311 | -4,495 | -37.65% | Q4 2025 | Feb 05, 2026 |
| Moors & Cabot, Inc. | History | New | 7,431 | 368 | 0.02% | — | 312 | +7,431 | New | Q4 2025 | Feb 10, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 7,319 | 362 | 0.02% | 0.02% | 313 | +130 | 1.81% | Q4 2025 | Feb 04, 2026 |
| GWN SECURITIES INC. | History | Reduced | 6,846 | 339 | 0.07% | 0.08% | 314 | -402 | -5.55% | Q4 2025 | Feb 11, 2026 |
| Cooper Capital Advisors LLC | History | Reduced | 6,815 | 337 | 0.21% | 0.45% | 316 | -7,089 | -50.99% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 6,815 | 337 | 0.02% | 0.02% | 315 | +1,125 | 19.77% | Q4 2025 | Feb 05, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 6,749 | 334 | 0.1% | 0.11% | 317 | -128 | -1.86% | Q4 2025 | Jan 29, 2026 |
| Merit Financial Group, LLC | History | Reduced | 6,725 | 333 | 0.0% | 0.0% | 318 | -489 | -6.78% | Q4 2025 | Jan 26, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 6,649 | 329 | 0.12% | 0.7% | 319 | -37,621 | -84.98% | Q4 2025 | Feb 05, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 6,439 | 319 | 0.01% | 0.0% | 320 | +3,386 | 110.91% | Q4 2025 | Feb 12, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | New | 6,245 | 309 | 0.1% | — | 321 | +6,245 | New | Q4 2025 | Feb 06, 2026 |
| Welch Group, LLC | History | New | 6,043 | 299 | 0.01% | — | 322 | +6,043 | New | Q4 2025 | Jan 26, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | New | 6,042 | 299 | 0.02% | — | 323 | +6,042 | New | Q4 2025 | Jan 20, 2026 |
| Mann Financial Group, Inc. | History | No change | 6,000 | 297 | 0.29% | 0.29% | 324 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 5,890 | 292 | 0.13% | 0.11% | 325 | +1,222 | 26.18% | Q4 2025 | Jan 29, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 5,880 | 291 | 0.0% | — | 326 | +5,880 | New | Q4 2025 | Feb 18, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | New | 5,835 | 289 | 0.13% | — | 327 | +5,835 | New | Q4 2025 | Feb 17, 2026 |
| Spinnaker Investment Group, LLC | History | Added to | 5,766 | 285 | 0.05% | 0.05% | 328 | +202 | 3.63% | Q4 2025 | Jan 12, 2026 |
| World Investment Advisors | History | Added to | 5,738 | 284 | 0.0% | 0.0% | 329 | +1,665 | 40.88% | Q4 2025 | Mar 12, 2026 |
| Lineweaver Wealth Advisors, LLC | History | New | 5,661 | 280 | 0.04% | — | 330 | +5,661 | New | Q4 2025 | Jan 14, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 5,644 | 279 | 0.02% | 0.02% | 331 | +1,200 | 27.0% | Q4 2025 | Feb 17, 2026 |
| Keystone Financial Group | History | Added to | 5,619 | 278 | 0.02% | 0.02% | 332 | +351 | 6.66% | Q4 2025 | Feb 06, 2026 |
| NOVEM GROUP | History | Reduced | 5,620 | 278 | 0.03% | 0.03% | 333 | -294 | -4.97% | Q4 2025 | Jan 27, 2026 |
| Brookstone Capital Management | History | Reduced | 5,512 | 273 | 0.0% | 0.05% | 334 | -82,339 | -93.73% | Q4 2025 | Jan 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 5,355 | 265 | 0.0% | 0.0% | 335 | -4,529 | -45.82% | Q4 2025 | Feb 12, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 5,259 | 261 | 0.06% | 0.06% | 336 | -405 | -7.15% | Q4 2025 | Feb 17, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 5,101 | 253 | 0.0% | 0.0% | 337 | -53 | -1.03% | Q4 2025 | Feb 10, 2026 |
| GSG Advisors LLC | History | Reduced | 5,050 | 250 | 0.06% | 0.13% | 338 | -5,025 | -49.88% | Q4 2025 | Jan 08, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 4,920 | 243 | 0.06% | 0.05% | 339 | +557 | 12.77% | Q4 2025 | Jan 16, 2026 |
| RFG Advisory, LLC | History | Reduced | 4,894 | 242 | 0.0% | 0.01% | 340 | -1,202 | -19.72% | Q4 2025 | Feb 03, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 4,895 | 242 | 0.03% | 0.03% | 341 | -191 | -3.76% | Q4 2025 | Feb 03, 2026 |
| KPP Advisory Services LLC | History | Added to | 4,850 | 240 | 0.03% | 0.03% | 342 | +683 | 16.39% | Q4 2025 | Feb 02, 2026 |
| Ted Buchan & Co | History | Reduced | 4,664 | 231 | 0.08% | 0.15% | 343 | -3,091 | -39.86% | Q4 2025 | Feb 11, 2026 |
| Navigation Wealth Management, Inc. | History | Added to | 4,620 | 229 | 0.34% | 0.32% | 344 | +185 | 4.17% | Q4 2025 | Jan 29, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 4,571 | 226 | 0.0% | 0.0% | 345 | +99 | 2.21% | Q4 2025 | Feb 19, 2026 |
| WealthPLAN Partners, LLC | History | No change | 4,531 | 224 | 0.03% | 0.03% | 346 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 4,351 | 215 | 0.02% | 0.0% | 347 | +4,315 | 11986.11% | Q4 2025 | Jan 20, 2026 |
| Arax Advisory Partners | History | Reduced | 4,315 | 213 | 0.01% | 0.0% | 348 | -2,485 | -36.54% | Q4 2025 | Feb 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 4,202 | 208 | 0.0% | 0.0% | 349 | +361 | 9.4% | Q4 2025 | Feb 06, 2026 |
| EHRLICH FINANCIAL GROUP | History | New | 4,100 | 203 | 0.12% | — | 350 | +4,100 | New | Q4 2025 | Jan 06, 2026 |
| OBSIDIAN CIO, LLC | History | Reduced | 3,774 | 187 | 0.28% | 0.61% | 351 | -88,974 | -95.93% | Q4 2025 | Feb 18, 2026 |
| MidAtlantic Capital Management, Inc. | History | New | 3,663 | 181 | 0.12% | — | 352 | +3,663 | New | Q4 2025 | Feb 10, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 3,339 | 165 | 0.01% | 0.01% | 353 | -58 | -1.71% | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 3,236 | 160 | 0.01% | 0.01% | 354 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 3,132 | 155 | 0.09% | — | 355 | +3,132 | New | Q4 2025 | Feb 18, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 2,296 | 114 | 0.03% | — | 357 | +2,296 | New | Q4 2025 | Feb 13, 2026 |
| Elequin Capital, LP | History | Added to | 2,300 | 114 | 0.01% | 0.0% | 356 | +2,000 | 666.67% | Q4 2025 | Feb 17, 2026 |
| Dunhill Financial, LLC | History | No change | 1,500 | 74 | 0.02% | 0.02% | 358 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Root Financial Partners, LLC | History | No change | 1,448 | 71 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,398 | 69 | 0.0% | 0.0% | 360 | +436 | 45.32% | Q4 2025 | Feb 09, 2026 |
| Aventura Private Wealth, LLC | History | No change | 1,396 | 69 | 0.02% | 0.03% | 361 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Ancora Advisors LLC | History | Reduced | 1,192 | 59 | 0.0% | 0.0% | 362 | -473 | -28.41% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,090 | 54 | 0.02% | 0.02% | 363 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Bank of Jackson Hole Trust | History | No change | 1,079 | 53 | 0.03% | 0.03% | 364 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Blue Trust, Inc. | History | Added to | 1,001 | 49 | 0.0% | — | 365 | +1,000 | 100000.0% | Q4 2025 | Jan 16, 2026 |
| Hara Capital LLC | History | No change | 734 | 36 | 0.02% | 0.02% | 366 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| CX Institutional | History | New | 700 | 35 | 0.0% | — | 367 | +700 | New | Q4 2025 | Feb 02, 2026 |
| Kingdom Financial Group LLC. | History | New | 654 | 32 | 0.01% | — | 369 | +654 | New | Q4 2025 | Feb 06, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 650 | 32 | 0.01% | 0.01% | 368 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 643 | 31 | 0.01% | 0.01% | 370 | +513 | 394.62% | Q4 2025 | Jan 20, 2026 |
| Sound Income Strategies, LLC | History | Added to | 564 | 28 | 0.0% | 0.0% | 371 | +525 | 1346.15% | Q4 2025 | Jan 21, 2026 |
| Turim 21 Investimentos Ltda. | History | Reduced | 545 | 27 | 0.01% | 0.01% | 372 | -59 | -9.77% | Q4 2025 | Feb 17, 2026 |
| TCTC Holdings, LLC | History | No change | 492 | 24 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Mascoma Wealth Management LLC | History | No change | 503 | 24 | 0.01% | 0.01% | 374 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 461 | 22 | 0.02% | — | 376 | +461 | New | Q4 2025 | Feb 10, 2026 |
| Parallel Advisors, LLC | History | No change | 446 | 22 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 345 | 17 | 0.01% | 0.09% | 377 | -16,134 | -97.91% | Q4 2025 | Feb 06, 2026 |
| Versant Capital Management, Inc | History | Reduced | 311 | 15 | 0.0% | 0.02% | 378 | -2,531 | -89.06% | Q4 2025 | Jan 08, 2026 |
| Lodestone Wealth Management LLC | History | New | 317 | 15 | 0.01% | — | 379 | +317 | New | Q4 2025 | Jan 15, 2026 |
| Allworth Financial LP | History | New | 300 | 14 | 0.0% | — | 380 | +300 | New | Q4 2025 | Feb 05, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 300 | 14 | 0.01% | — | 381 | +300 | New | Q4 2025 | Feb 18, 2026 |
| Caldwell Trust Co | History | No change | 300 | 14 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CENTRAL TRUST Co | History | No change | 272 | 13 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 257 | 12 | 0.0% | 0.0% | 385 | -2,418 | -90.39% | Q4 2025 | Jan 27, 2026 |
| Triumph Capital Management | History | New | 250 | 12 | 0.0% | — | 384 | +250 | New | Q4 2025 | Feb 12, 2026 |
| PFS Partners, LLC | History | No change | 260 | 12 | 0.01% | 0.01% | 386 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Colonial Trust Co / SC | History | Reduced | 239 | 11 | 0.0% | 0.01% | 388 | -634 | -72.62% | Q4 2025 | Feb 12, 2026 |
| Bogart Wealth, LLC | History | No change | 237 | 11 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CVA Family Office, LLC | History | No change | 184 | 9 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Copia Wealth Management | History | No change | 188 | 9 | 0.01% | 0.01% | 390 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 163 | 8 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TSFG, LLC | History | Added to | 125 | 6 | 0.0% | 0.0% | 393 | +1 | 0.81% | Q4 2025 | Feb 04, 2026 |
| Oakworth Capital, Inc. | History | No change | 132 | 6 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BOK Financial Private Wealth, Inc. | History | New | 120 | 5 | 0.0% | — | 394 | +120 | New | Q4 2025 | Feb 06, 2026 |
| Coston, McIsaac & Partners | History | No change | 112 | 5 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Princeton Global Asset Management LLC | History | New | 85 | 4 | 0.0% | — | 397 | +85 | New | Q4 2025 | Jan 20, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | No change | 100 | 4 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Reduced | 73 | 3 | 0.0% | 0.0% | 399 | -610 | -89.31% | Q4 2025 | Jan 23, 2026 |
| Key Capital Management, INC | History | New | 65 | 3 | 0.0% | — | 400 | +65 | New | Q4 2025 | Jan 26, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 61 | 3 | 0.0% | — | 398 | +60 | 6000.0% | Q4 2025 | Feb 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 60 | 2 | 0.0% | — | 402 | +60 | New | Q4 2025 | Feb 13, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 43 | 2 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Archer Investment Corp | History | No change | 41 | 2 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Millstone Evans Group, LLC | History | No change | 51 | 2 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 23 | 1 | 0.0% | 0.0% | 405 | -192 | -89.3% | Q4 2025 | Jan 13, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -86,871 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,280 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CAPTRUST FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.0% | — | -16,612 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,012 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Northwest Financial Advisors | History | Closed out | 0 | 0 | — | 0.79% | — | -12,304 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Traynor Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -9,043 | -100.0% | Q3 2025 | Nov 03, 2025 |
| ADAPT WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -6,942 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Wescott Financial Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,625 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Waldron Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,043 | -100.0% | Q3 2025 | Oct 30, 2025 |
| SAXON INTERESTS, INC. | History | Closed out | 0 | 0 | — | 0.09% | — | -4,650 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Prosperity Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -4,612 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WBI INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,541 | -100.0% | Q3 2025 | Nov 20, 2025 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,225 | -100.0% | Q3 2025 | Nov 03, 2025 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -4,207 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Financial Management Professionals, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,275 | -100.0% | Q3 2025 | Oct 15, 2025 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.0% | — | -2,015 | -100.0% | Q3 2025 | Nov 14, 2025 |
| VESTOR CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -970 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | 0.01% | — | -625 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Gleason Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -128 | -100.0% | Q3 2025 | Oct 16, 2025 |
| BROWN BROTHERS HARRIMAN & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -69 | -100.0% | Q3 2025 | Oct 21, 2025 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q3 2025 | Oct 30, 2025 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Feb 05, 2026 |
| TRUST CO OF VERMONT | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Oct 14, 2025 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |