FIRST TRUST EXCHANGE-TRADED FUND IV - RDVI
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 32 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 10,035,654 | 263,335 | 0.07% | 0.07% | 1 | +762,029 | 8.22% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,761,100 | 98,691 | 0.03% | 0.02% | 2 | +757,533 | 25.22% | Q4 2025 | Feb 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,928,956 | 76,855 | 0.01% | 0.01% | 3 | +291,563 | 11.05% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 2,260,305 | 59,310 | 0.05% | 0.05% | 4 | +41,090 | 1.85% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,182,106 | 57,258 | 0.01% | — | 5 | +2,182,106 | New | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 2,121,729 | 55,674 | 0.06% | 0.06% | 6 | +24,106 | 1.15% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,094,153 | 54,954 | 0.08% | 0.05% | 7 | +613,273 | 41.41% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,974,367 | 51,807 | 0.07% | 0.06% | 8 | +34,531 | 1.78% | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,015,521 | 26,647 | 0.07% | 0.06% | 9 | +106,758 | 11.75% | Q4 2025 | Feb 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,010,352 | 26,511 | 0.11% | 0.1% | 10 | +203,436 | 25.21% | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 1,000,472 | 26,252 | 0.04% | 0.04% | 11 | +37,777 | 3.92% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 918,311 | 24,096 | 0.01% | 0.01% | 12 | -4,777 | -0.52% | Q4 2025 | Feb 10, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 835,957 | 21,935 | 0.28% | 0.27% | 13 | +36,297 | 4.54% | Q4 2025 | Feb 05, 2026 |
| Arax Advisory Partners | History | New | 729,093 | 19,131 | 0.56% | — | 14 | +729,093 | New | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Reduced | 697,376 | 18,299 | 0.02% | 0.04% | 15 | -159,036 | -18.57% | Q4 2025 | Feb 13, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 673,817 | 17,680 | 0.55% | 0.56% | 16 | -20,080 | -2.89% | Q4 2025 | Jan 05, 2026 |
| Merit Financial Group, LLC | History | Added to | 673,128 | 17,662 | 0.14% | 0.15% | 17 | +27,125 | 4.2% | Q4 2025 | Jan 26, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 639,304 | 17,440 | 0.02% | 0.02% | 18 | +20,149 | 3.25% | Q4 2025 | Jan 08, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Added to | 645,816 | 16,946 | 4.72% | 4.24% | 19 | +50,479 | 8.48% | Q4 2025 | Jan 13, 2026 |
| Luken Investment Analytics, LLC | History | Added to | 638,585 | 16,756 | 6.61% | 6.34% | 20 | +10,833 | 1.73% | Q4 2025 | Feb 03, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 628,660 | 16,496 | 0.04% | 0.04% | 21 | +39,717 | 6.74% | Q4 2025 | Feb 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 628,440 | 16,490 | 0.33% | 0.35% | 22 | +36,449 | 6.16% | Q4 2025 | Feb 09, 2026 |
| Second Half Financial Partners, LLC | History | No change | 628,118 | 16,481 | 7.32% | 7.15% | 23 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 612,237 | 16,065 | 0.2% | 0.19% | 24 | +21,366 | 3.62% | Q4 2025 | Jan 21, 2026 |
| Prospera Financial Services Inc | History | Reduced | 559,076 | 14,673 | 0.24% | 0.33% | 25 | -194,011 | -25.76% | Q4 2025 | Feb 09, 2026 |
| VestGen Advisors, LLC | History | Reduced | 496,645 | 13,031 | 0.55% | 0.48% | 26 | -65,171 | -11.6% | Q4 2025 | Feb 17, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 495,748 | 13,008 | 0.86% | 0.85% | 27 | +4,571 | 0.93% | Q4 2025 | Jan 16, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 462,977 | 12,148 | 2.84% | 3.07% | 28 | -21,350 | -4.41% | Q4 2025 | Feb 05, 2026 |
| Argent Advisors, Inc. | History | Added to | 435,733 | 11,433 | 3.19% | 3.1% | 29 | +29,309 | 7.21% | Q4 2025 | Feb 11, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 430,969 | 11,412 | 0.77% | 0.77% | 30 | +30,945 | 7.74% | Q4 2025 | Jan 15, 2026 |
| Clarus Group, Inc. | History | Reduced | 433,554 | 11,376 | 4.1% | 3.99% | 31 | -10,825 | -2.44% | Q4 2025 | Jan 16, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Added to | 370,291 | 9,716 | 1.39% | 1.46% | 32 | +4,016 | 1.1% | Q4 2025 | Jan 27, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 363,297 | 9,532 | 0.11% | 0.12% | 33 | -157,440 | -30.23% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 342,206 | 8,979 | 0.62% | 0.63% | 34 | +19,914 | 6.18% | Q4 2025 | Feb 02, 2026 |
| Echo Wealth Management, LLC | History | Reduced | 335,205 | 8,795 | 5.14% | 5.13% | 35 | -5,114 | -1.5% | Q4 2025 | Jan 22, 2026 |
| Mariner, LLC | History | Added to | 331,192 | 8,690 | 0.01% | 0.01% | 36 | +8,971 | 2.78% | Q4 2025 | Feb 13, 2026 |
| Cooper Capital Advisors LLC | History | Added to | 328,003 | 8,606 | 5.42% | 5.2% | 37 | +16,302 | 5.23% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 327,825 | 8,602 | 0.01% | 0.01% | 38 | +34,534 | 11.77% | Q4 2025 | Feb 06, 2026 |
| &PARTNERS | History | Added to | 323,135 | 8,478 | 0.04% | 0.03% | 39 | +128,825 | 66.3% | Q4 2025 | Feb 17, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 315,133 | 8,269 | 0.21% | 0.18% | 40 | +62,587 | 24.78% | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 314,448 | 8,251 | 0.09% | 0.11% | 41 | +58,476 | 22.84% | Q4 2025 | Jan 29, 2026 |
| CWM, LLC | History | Added to | 279,285 | 7,328 | 0.02% | 0.0% | 42 | +217,262 | 350.29% | Q4 2025 | Jan 26, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 270,747 | 7,104 | 0.11% | 0.12% | 43 | -19,140 | -6.6% | Q4 2025 | Feb 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 252,624 | 6,628 | 0.07% | 0.05% | 44 | +75,674 | 42.77% | Q4 2025 | Jan 20, 2026 |
| Oxford Wealth Group, LLC | History | New | 241,000 | 6,323 | 3.07% | — | 45 | +241,000 | New | Q4 2025 | Feb 10, 2026 |
| Private Advisor Group, LLC | History | Added to | 240,000 | 6,297 | 0.03% | 0.02% | 46 | +57,396 | 31.43% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 224,729 | 5,896 | 0.01% | 0.01% | 47 | +23,265 | 11.55% | Q4 2025 | Mar 16, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 191,287 | 5,019 | 0.32% | — | 48 | +191,287 | New | Q4 2025 | Feb 06, 2026 |
| NewEdge Advisors, LLC | History | Added to | 190,337 | 4,994 | 0.02% | 0.02% | 49 | +4,313 | 2.32% | Q4 2025 | Feb 18, 2026 |
| RFG Advisory, LLC | History | Added to | 188,851 | 4,955 | 0.09% | 0.09% | 50 | +15,067 | 8.67% | Q4 2025 | Feb 03, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 188,725 | 4,952 | 0.04% | — | 51 | +188,725 | New | Q4 2025 | Feb 18, 2026 |
| Aurora Private Wealth, Inc. | History | New | 186,124 | 4,881 | 3.21% | — | 52 | +186,124 | New | Q4 2025 | Feb 02, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 185,665 | 4,871 | 1.31% | 1.39% | 53 | +3,932 | 2.16% | Q4 2025 | Feb 09, 2026 |
| Summit Financial, LLC | History | Reduced | 183,459 | 4,813 | 0.07% | 0.07% | 54 | -4,150 | -2.21% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 182,320 | 4,784 | 0.34% | 0.36% | 55 | +4,522 | 2.54% | Q4 2025 | Jan 21, 2026 |
| StoneCrest Wealth Management, Inc. | History | New | 178,814 | 4,692 | 1.89% | — | 56 | +178,814 | New | Q4 2025 | Jan 16, 2026 |
| Meadow Creek Wealth Advisors LLC | History | Added to | 168,700 | 4,426 | 2.83% | 2.82% | 57 | +734 | 0.44% | Q4 2025 | Jan 28, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 163,125 | 4,319 | 0.43% | 0.44% | 58 | +2,996 | 1.87% | Q4 2025 | Feb 17, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 162,908 | 4,274 | 1.67% | 1.44% | 59 | +20,333 | 14.26% | Q4 2025 | Jan 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 156,542 | 4,107 | 0.04% | 0.03% | 60 | +87,666 | 127.28% | Q4 2025 | Jan 23, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 155,718 | 4,086 | 0.49% | 0.5% | 61 | +4,574 | 3.03% | Q4 2025 | Jan 26, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 154,849 | 4,063 | 0.45% | 0.59% | 62 | -14,529 | -8.58% | Q4 2025 | Feb 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 157,747 | 4,029 | 0.1% | 0.07% | 63 | +16,500 | 11.68% | Q4 2025 | Feb 11, 2026 |
| Prosperity Financial Group, Inc. | History | Reduced | 152,097 | 3,991 | 1.44% | 1.47% | 64 | -3,182 | -2.05% | Q4 2025 | Jan 26, 2026 |
| StoneX Group Inc. | History | Added to | 149,757 | 3,929 | 0.17% | 0.14% | 65 | +28,425 | 23.43% | Q4 2025 | Feb 12, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 146,740 | 3,850 | 2.47% | 2.18% | 66 | +18,700 | 14.6% | Q4 2025 | Feb 17, 2026 |
| G&S Capital LLC | History | Added to | 146,702 | 3,849 | 1.36% | 1.3% | 67 | +10,288 | 7.54% | Q4 2025 | Jan 28, 2026 |
| Atlas Wealth LLC | History | Added to | 146,134 | 3,834 | 1.16% | 1.07% | 68 | +17,806 | 13.88% | Q4 2025 | Feb 05, 2026 |
| Semus Wealth Partners LLC | History | Added to | 144,421 | 3,789 | 2.04% | 2.04% | 69 | +5,231 | 3.76% | Q4 2025 | Jan 27, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 142,947 | 3,750 | 0.05% | 0.05% | 70 | +6,333 | 4.64% | Q4 2025 | Feb 09, 2026 |
| Prostatis Group LLC | History | Reduced | 142,819 | 3,747 | 0.89% | 0.96% | 71 | -6,048 | -4.06% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 132,952 | 3,488 | 0.08% | 0.08% | 72 | +20,314 | 18.03% | Q4 2025 | Feb 06, 2026 |
| RiverTree Advisors, LLC | History | Added to | 130,380 | 3,421 | 2.18% | 2.13% | 73 | +1,803 | 1.4% | Q4 2025 | Jan 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 129,427 | 3,396 | 0.02% | 0.02% | 74 | +8,015 | 6.6% | Q4 2025 | Feb 12, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 122,674 | 3,218 | 0.47% | 0.41% | 75 | +17,307 | 16.43% | Q4 2025 | Feb 10, 2026 |
| Retirement Planning Group, LLC | History | Added to | 120,642 | 3,165 | 0.1% | 0.1% | 76 | +11,979 | 11.02% | Q4 2025 | Feb 03, 2026 |
| Delta Investment Management, LLC | History | Added to | 119,993 | 3,148 | 0.55% | 0.49% | 77 | +13,446 | 12.62% | Q4 2025 | Jan 30, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 117,829 | 3,091 | 0.02% | 0.02% | 78 | +5,217 | 4.63% | Q4 2025 | Jan 29, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 117,005 | 3,070 | 0.0% | 0.0% | 79 | -2,307 | -1.93% | Q4 2025 | Feb 02, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 110,930 | 2,910 | 0.02% | 0.02% | 80 | +24,805 | 28.8% | Q4 2025 | Feb 12, 2026 |
| Arkadios Wealth Advisors | History | Added to | 107,781 | 2,828 | 0.05% | 0.06% | 81 | +3,948 | 3.8% | Q4 2025 | Feb 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 106,404 | 2,792 | 0.02% | 0.02% | 82 | +5,393 | 5.34% | Q4 2025 | Jan 29, 2026 |
| STEPHENS INC /AR/ | History | Added to | 105,292 | 2,762 | 0.03% | 0.03% | 83 | +1,842 | 1.78% | Q4 2025 | Feb 05, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 100,520 | 2,637 | 0.14% | 0.14% | 84 | +4,639 | 4.84% | Q4 2025 | Mar 04, 2026 |
| KPP Advisory Services LLC | History | Added to | 99,423 | 2,608 | 0.38% | 0.34% | 85 | +11,026 | 12.47% | Q4 2025 | Feb 02, 2026 |
| Sequent Planning LLC | History | Added to | 96,901 | 2,542 | 0.65% | 0.44% | 86 | +36,633 | 60.78% | Q4 2025 | Feb 05, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 95,229 | 2,498 | 0.04% | 0.03% | 87 | -6,690 | -6.56% | Q4 2025 | Feb 02, 2026 |
| Capital Analysts, LLC | History | Reduced | 89,531 | 2,349 | 0.07% | 0.07% | 88 | -2,945 | -3.18% | Q4 2025 | Feb 11, 2026 |
| Balboa Wealth Partners | History | Added to | 88,043 | 2,310 | 0.38% | 0.37% | 89 | +4,392 | 5.25% | Q4 2025 | Jan 16, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 82,531 | 2,165 | 0.33% | 0.35% | 90 | -4,316 | -4.97% | Q4 2025 | Jan 08, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 82,173 | 2,156 | 0.04% | 0.03% | 91 | +24,132 | 41.58% | Q4 2025 | Feb 04, 2026 |
| World Investment Advisors | History | Added to | 81,652 | 2,142 | 0.03% | 0.01% | 92 | +72,039 | 749.39% | Q4 2025 | Mar 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 79,565 | 2,087 | 0.01% | 0.0% | 93 | +25,976 | 48.47% | Q4 2025 | Feb 13, 2026 |
| Brookstone Capital Management | History | Added to | 78,212 | 2,052 | 0.02% | 0.02% | 94 | +5,903 | 8.16% | Q4 2025 | Jan 15, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 73,728 | 1,934 | 0.7% | 0.68% | 95 | +3,463 | 4.93% | Q4 2025 | Feb 05, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 72,195 | 1,894 | 0.06% | 0.06% | 96 | +489 | 0.68% | Q4 2025 | Feb 12, 2026 |
| BEACON FINANCIAL GROUP | History | New | 69,523 | 1,824 | 0.18% | — | 97 | +69,523 | New | Q4 2025 | Apr 01, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 69,346 | 1,819 | 0.34% | 0.34% | 98 | -123 | -0.18% | Q4 2025 | Jan 28, 2026 |
| Triumph Capital Management | History | Reduced | 69,013 | 1,810 | 0.39% | 0.48% | 99 | -767 | -1.1% | Q4 2025 | Feb 12, 2026 |
| Tidemark, LLC | History | Added to | 68,373 | 1,794 | 0.51% | 0.46% | 100 | +7,095 | 11.58% | Q4 2025 | Feb 10, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 65,850 | 1,727 | 0.08% | 0.08% | 101 | +755 | 1.16% | Q4 2025 | Feb 13, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Reduced | 64,311 | 1,687 | 1.41% | 1.37% | 102 | -269 | -0.42% | Q4 2025 | Jan 20, 2026 |
| Equitable Holdings, Inc. | History | Added to | 64,108 | 1,682 | 0.01% | 0.01% | 103 | +5,847 | 10.04% | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 59,259 | 1,554 | 0.04% | 0.05% | 104 | -22,130 | -27.19% | Q4 2025 | Feb 17, 2026 |
| Western Wealth Management, LLC | History | Added to | 58,964 | 1,547 | 0.07% | 0.06% | 105 | +14,560 | 32.79% | Q4 2025 | Feb 05, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 58,870 | 1,544 | 0.64% | 0.63% | 106 | +1,497 | 2.61% | Q4 2025 | Jan 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 57,820 | 1,517 | 0.1% | 0.1% | 107 | +5,920 | 11.41% | Q4 2025 | Feb 03, 2026 |
| MTM Investment Management, LLC | History | Added to | 57,462 | 1,507 | 0.48% | 0.4% | 108 | +9,000 | 18.57% | Q4 2025 | Feb 09, 2026 |
| Creative Planning | History | Reduced | 56,824 | 1,491 | 0.0% | 0.0% | 109 | -19,873 | -25.91% | Q4 2025 | Feb 17, 2026 |
| Truvestments Capital LLC | History | Reduced | 55,561 | 1,457 | 0.26% | 0.3% | 110 | -9,205 | -14.21% | Q4 2025 | Feb 13, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 53,461 | 1,402 | 0.18% | 0.19% | 111 | -1,220 | -2.23% | Q4 2025 | Feb 13, 2026 |
| Resolute Wealth Strategies, LLC | History | Reduced | 51,549 | 1,352 | 0.59% | 0.66% | 112 | -4,013 | -7.22% | Q4 2025 | Feb 06, 2026 |
| WCG Wealth Advisors LLC | History | New | 50,795 | 1,332 | 0.04% | — | 114 | +50,795 | New | Q4 2025 | Feb 10, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 50,764 | 1,332 | 0.0% | 0.0% | 113 | +19,214 | 60.9% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 50,121 | 1,315 | 0.0% | 0.0% | 115 | +32,138 | 178.71% | Q4 2025 | Feb 17, 2026 |
| Indivisible Partners | History | New | 49,192 | 1,290 | 0.14% | — | 116 | +49,192 | New | Q4 2025 | Feb 03, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 49,043 | 1,286 | 0.33% | 0.28% | 117 | +8,733 | 21.66% | Q4 2025 | Jan 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 48,710 | 1,278 | 0.03% | 0.04% | 118 | -6,078 | -11.09% | Q4 2025 | Jan 29, 2026 |
| Centerpoint Advisory Group | History | Added to | 48,585 | 1,274 | 0.98% | 0.73% | 119 | +12,460 | 34.49% | Q4 2025 | Feb 03, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 47,931 | 1,257 | 0.28% | 0.25% | 120 | +4,708 | 10.89% | Q4 2025 | Feb 17, 2026 |
| Marshall Financial Group, LLC | History | Added to | 46,957 | 1,232 | 0.24% | 0.2% | 121 | +7,390 | 18.68% | Q4 2025 | Jan 09, 2026 |
| Next Level Private LLC | History | Added to | 45,540 | 1,194 | 0.31% | 0.27% | 122 | +9,261 | 25.53% | Q4 2025 | Jan 07, 2026 |
| Savvy Advisors, Inc. | History | New | 45,145 | 1,184 | 0.04% | — | 123 | +45,145 | New | Q4 2025 | Jan 20, 2026 |
| Compound Planning, Inc. | History | Added to | 44,804 | 1,175 | 0.03% | 0.04% | 124 | +2,612 | 6.19% | Q4 2025 | Feb 19, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 44,517 | 1,168 | 0.04% | 0.04% | 125 | -1,091 | -2.39% | Q4 2025 | Jan 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 44,366 | 1,164 | 0.06% | 0.07% | 126 | +2,999 | 7.25% | Q4 2025 | Jan 26, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 44,208 | 1,160 | 0.04% | 0.02% | 127 | +27,977 | 172.37% | Q4 2025 | Feb 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 44,119 | 1,157 | 0.01% | 0.01% | 128 | -42 | -0.1% | Q4 2025 | Jan 29, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Reduced | 43,441 | 1,139 | 0.75% | 0.78% | 129 | -627 | -1.42% | Q4 2025 | Feb 11, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 42,144 | 1,105 | 0.17% | 0.18% | 130 | -2,336 | -5.25% | Q4 2025 | Feb 11, 2026 |
| Plotkin Financial Advisors, LLC | History | Added to | 41,738 | 1,095 | 0.53% | 0.44% | 131 | +6,966 | 20.03% | Q4 2025 | Feb 19, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 39,317 | 1,031 | 0.02% | 0.02% | 132 | +14,973 | 61.51% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 39,089 | 1,026 | 0.0% | 0.0% | 133 | -2,649 | -6.35% | Q4 2025 | Feb 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 39,101 | 1,026 | 0.04% | 0.04% | 134 | +200 | 0.51% | Q4 2025 | Feb 06, 2026 |
| Core Wealth Partners LLC | History | Added to | 38,668 | 1,014 | 0.46% | 0.38% | 135 | +6,389 | 19.79% | Q4 2025 | Feb 17, 2026 |
| Regal Investment Advisors LLC | History | Added to | 37,565 | 985 | 0.06% | 0.06% | 136 | +2,571 | 7.35% | Q4 2025 | Feb 17, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 37,163 | 975 | 0.18% | 0.23% | 137 | -6,712 | -15.3% | Q4 2025 | Feb 17, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Added to | 37,075 | 972 | 0.21% | 0.12% | 138 | +16,575 | 80.85% | Q4 2025 | Jan 20, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 36,991 | 970 | 0.02% | 0.01% | 139 | +19,731 | 114.32% | Q4 2025 | Jan 22, 2026 |
| WINNOW WEALTH LLC | History | Reduced | 35,367 | 954 | 0.7% | 0.96% | 140 | -11,621 | -24.73% | Q4 2025 | Feb 11, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 36,178 | 949 | 0.04% | 0.04% | 141 | -1,128 | -3.02% | Q4 2025 | Feb 17, 2026 |
| QTR Family Wealth, LLC | History | Added to | 34,746 | 948 | 0.42% | 0.28% | 142 | +11,914 | 52.18% | Q4 2025 | Feb 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 35,590 | 934 | 0.04% | 0.04% | 143 | +587 | 1.68% | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 35,537 | 932 | 0.06% | 0.06% | 144 | +2,821 | 8.62% | Q4 2025 | Feb 20, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 35,214 | 924 | 0.44% | 0.36% | 145 | +4,337 | 14.05% | Q4 2025 | Feb 03, 2026 |
| Kovack Advisors, Inc. | History | New | 35,127 | 921 | 0.04% | — | 146 | +35,127 | New | Q4 2025 | Feb 17, 2026 |
| CacheTech Inc. | History | New | 33,538 | 880 | 0.16% | — | 147 | +33,538 | New | Q4 2025 | Feb 18, 2026 |
| Owen LaRue, LLC | History | Reduced | 33,441 | 877 | 0.33% | 0.44% | 148 | -9,947 | -22.93% | Q4 2025 | Feb 05, 2026 |
| National Wealth Management Group, LLC | History | Added to | 33,384 | 876 | 0.3% | 0.08% | 150 | +25,419 | 319.13% | Q4 2025 | Jan 12, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 33,413 | 876 | 0.06% | 0.05% | 149 | +6,372 | 23.56% | Q4 2025 | Feb 12, 2026 |
| AE Wealth Management LLC | History | Added to | 32,154 | 843 | 0.0% | 0.0% | 151 | +3,605 | 12.63% | Q4 2025 | Jan 26, 2026 |
| Global Assets Advisory, LLC | History | No change | 31,990 | 839 | 0.24% | 0.25% | 152 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 31,309 | 821 | 0.02% | 0.02% | 154 | +7,014 | 28.87% | Q4 2025 | Jan 23, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 31,303 | 821 | 0.03% | 0.03% | 153 | -1,558 | -4.74% | Q4 2025 | Feb 02, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 28,869 | 757 | 0.02% | 0.03% | 156 | -1,270 | -4.21% | Q4 2025 | Jan 06, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Added to | 28,865 | 757 | 0.03% | 0.02% | 155 | +1,003 | 3.6% | Q4 2025 | Feb 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 27,615 | 724 | 0.01% | 0.01% | 157 | +10,757 | 63.81% | Q4 2025 | Feb 10, 2026 |
| John W. Brooker & Co., CPAs | History | Added to | 26,930 | 706 | 1.26% | 0.54% | 158 | +16,665 | 162.35% | Q4 2025 | Jan 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 26,536 | 696 | 0.06% | 0.06% | 159 | +1,500 | 5.99% | Q4 2025 | Jan 26, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 26,440 | 693 | 0.13% | 0.13% | 160 | +189 | 0.72% | Q4 2025 | Feb 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 25,752 | 675 | 0.07% | 0.04% | 161 | +12,634 | 96.31% | Q4 2025 | Jan 23, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 25,081 | 658 | 0.31% | 0.16% | 162 | +443 | 1.8% | Q4 2025 | Feb 06, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 23,469 | 615 | 0.02% | 0.04% | 163 | +2,601 | 12.46% | Q4 2025 | Feb 04, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Added to | 22,820 | 598 | 0.3% | 0.27% | 165 | +2,730 | 13.59% | Q4 2025 | Feb 09, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 22,805 | 598 | 0.01% | 0.01% | 164 | +59 | 0.26% | Q4 2025 | Jan 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 22,620 | 593 | 0.02% | 0.02% | 166 | -87 | -0.38% | Q4 2025 | Jan 12, 2026 |
| Sound Income Strategies, LLC | History | New | 21,513 | 589 | 0.03% | — | 167 | +21,513 | New | Q4 2025 | Jan 21, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 22,450 | 589 | 0.02% | 0.03% | 168 | -10,900 | -32.68% | Q4 2025 | Jan 20, 2026 |
| TKG Advisors, LLC | History | Added to | 22,410 | 588 | 0.24% | 0.22% | 169 | +2,905 | 14.89% | Q4 2025 | Jan 29, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 21,925 | 575 | 0.05% | 0.03% | 170 | +9,275 | 73.32% | Q4 2025 | Jan 23, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 21,432 | 562 | 0.04% | 0.03% | 171 | +386 | 1.83% | Q4 2025 | Feb 17, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 20,925 | 549 | 0.21% | 0.21% | 172 | +60 | 0.29% | Q4 2025 | Feb 13, 2026 |
| Ergawealth Advisors, Inc. | History | Reduced | 20,881 | 547 | 0.25% | 1.49% | 173 | -102,456 | -83.07% | Q4 2025 | Jan 21, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 20,567 | 539 | 0.0% | 0.0% | 174 | +13,567 | 193.81% | Q4 2025 | Feb 13, 2026 |
| Formidable Asset Management, LLC | History | Added to | 20,760 | 536 | 0.08% | 0.07% | 175 | +2,785 | 15.49% | Q4 2025 | Jan 16, 2026 |
| Advisory Services Network, LLC | History | Added to | 19,943 | 523 | 0.01% | 0.01% | 176 | +3,040 | 17.98% | Q4 2025 | Feb 17, 2026 |
| BlueChip Wealth Advisors LLC | History | Added to | 19,715 | 517 | 0.22% | 0.21% | 177 | +391 | 2.02% | Q4 2025 | Feb 05, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 19,635 | 515 | 0.01% | 0.01% | 178 | -1,760 | -8.23% | Q4 2025 | Feb 03, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 19,376 | 508 | 0.16% | 0.16% | 179 | -698 | -3.48% | Q4 2025 | Jan 22, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 19,025 | 499 | 0.02% | 0.01% | 180 | +4,601 | 31.9% | Q4 2025 | Feb 13, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 18,807 | 493 | 0.42% | 0.18% | 181 | -48,920 | -72.23% | Q4 2025 | Feb 06, 2026 |
| GTS SECURITIES LLC | History | New | 18,741 | 491 | 0.02% | — | 182 | +18,741 | New | Q4 2025 | Feb 13, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 18,651 | 489 | 0.14% | 0.13% | 183 | +1,915 | 11.44% | Q4 2025 | Feb 11, 2026 |
| Signature Equity Partners, LLC | History | New | 18,627 | 488 | 0.27% | — | 185 | +18,627 | New | Q4 2025 | Feb 17, 2026 |
| NOVEM GROUP | History | Added to | 18,634 | 488 | 0.06% | 0.05% | 184 | +543 | 3.0% | Q4 2025 | Jan 27, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 17,990 | 472 | 0.01% | 0.01% | 186 | +82 | 0.46% | Q4 2025 | Feb 12, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 17,701 | 464 | 0.04% | 0.04% | 187 | -374 | -2.07% | Q4 2025 | Jan 23, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 17,596 | 461 | 0.04% | 0.03% | 188 | +4,555 | 34.93% | Q4 2025 | Feb 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 17,493 | 459 | 0.02% | 0.02% | 189 | +54 | 0.31% | Q4 2025 | Feb 17, 2026 |
| IFG Advisory, LLC | History | No change | 17,146 | 449 | 0.02% | 0.02% | 190 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Waverly Advisors, LLC | History | Reduced | 16,917 | 443 | 0.0% | 0.0% | 191 | -1,118 | -6.2% | Q4 2025 | Feb 17, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 16,902 | 443 | 0.11% | 0.11% | 192 | +175 | 1.05% | Q4 2025 | Feb 02, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 16,576 | 434 | 0.02% | 0.02% | 193 | -726 | -4.2% | Q4 2025 | Feb 10, 2026 |
| First Heartland Consultants, Inc. | History | No change | 16,444 | 431 | 0.03% | 0.03% | 194 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Added to | 16,172 | 424 | 0.13% | 0.13% | 195 | +220 | 1.38% | Q4 2025 | Jan 29, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 16,133 | 423 | 0.02% | 0.01% | 196 | +6,738 | 71.72% | Q4 2025 | Feb 05, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 15,996 | 419 | 0.13% | 0.14% | 197 | -853 | -5.06% | Q4 2025 | Jan 26, 2026 |
| MORGAN STANLEY | History | Added to | 15,829 | 415 | 0.0% | 0.0% | 198 | +644 | 4.24% | Q4 2025 | Feb 13, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 15,757 | 413 | 0.02% | 0.02% | 200 | +3,077 | 24.27% | Q4 2025 | Feb 13, 2026 |
| Ignite Planners, LLC | History | Added to | 15,230 | 413 | 0.06% | 0.05% | 199 | +3,011 | 24.64% | Q4 2025 | Feb 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 15,267 | 400 | 0.0% | — | 201 | +15,267 | New | Q4 2025 | Feb 18, 2026 |
| Sigma Planning Corp | History | Added to | 14,999 | 393 | 0.01% | 0.01% | 202 | +2,319 | 18.29% | Q4 2025 | Jan 30, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 13,613 | 357 | 0.01% | — | 203 | +13,613 | New | Q4 2025 | Feb 19, 2026 |
| Accel Wealth Management | History | Reduced | 13,317 | 349 | 0.1% | 0.1% | 205 | -595 | -4.28% | Q4 2025 | Jan 20, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 13,325 | 349 | 0.0% | 0.0% | 204 | -486 | -3.52% | Q4 2025 | Feb 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 13,170 | 345 | 0.0% | 0.0% | 206 | +2,898 | 28.21% | Q4 2025 | Feb 06, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 12,925 | 339 | 0.02% | 0.01% | 207 | +2,665 | 25.97% | Q4 2025 | Jan 07, 2026 |
| WealthTrust Asset Management, LLC | History | Added to | 12,449 | 326 | 0.23% | 0.21% | 208 | +558 | 4.69% | Q4 2025 | Feb 04, 2026 |
| SHP Wealth Management | History | New | 12,285 | 322 | 0.03% | — | 209 | +12,285 | New | Q4 2025 | Mar 04, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 12,132 | 318 | 0.09% | 0.13% | 210 | -4,113 | -25.32% | Q4 2025 | Feb 10, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | New | 12,010 | 315 | 0.14% | — | 211 | +12,010 | New | Q4 2025 | Feb 13, 2026 |
| Cresset Asset Management, LLC | History | Added to | 11,969 | 314 | 0.0% | 0.0% | 212 | +108 | 0.91% | Q4 2025 | Feb 17, 2026 |
| Split Rock Private Trading & Wealth Management, LLC | History | New | 11,335 | 297 | 0.24% | — | 213 | +11,335 | New | Q4 2025 | Jan 23, 2026 |
| Tortuga Wealth Management, Inc | History | New | 11,225 | 294 | 0.31% | — | 214 | +11,225 | New | Q4 2025 | Apr 16, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 11,096 | 291 | 0.01% | 0.02% | 215 | +22 | 0.2% | Q4 2025 | Jan 28, 2026 |
| Forty-three Eighteen Advisors, LLC | History | New | 10,918 | 286 | 0.22% | — | 216 | +10,918 | New | Q4 2025 | Mar 16, 2026 |
| TFB Advisors LLC | History | No change | 10,732 | 281 | 0.08% | 0.08% | 217 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 10,200 | 267 | 0.0% | 0.0% | 218 | -26,293 | -72.05% | Q4 2025 | Feb 17, 2026 |
| Midwest Financial Group LLC | History | Reduced | 9,853 | 258 | 0.11% | 1.36% | 219 | -100,309 | -91.06% | Q4 2025 | Jan 20, 2026 |
| Atria Investments, Inc | History | Reduced | 9,729 | 255 | 0.0% | 0.0% | 220 | -3,011 | -23.63% | Q4 2025 | Feb 05, 2026 |
| Brookwood Investment Group LLC | History | Added to | 9,750 | 255 | 0.03% | 0.03% | 221 | +272 | 2.87% | Q4 2025 | Jan 22, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 9,688 | 254 | 0.03% | 0.03% | 222 | +1,313 | 15.68% | Q4 2025 | Feb 13, 2026 |
| Chris Bulman Inc | History | New | 9,558 | 250 | 0.11% | — | 223 | +9,558 | New | Q4 2025 | Jan 14, 2026 |
| EP Wealth Advisors, LLC | History | New | 9,450 | 247 | 0.0% | — | 224 | +9,450 | New | Q4 2025 | Feb 18, 2026 |
| Faithward Advisors, LLC | History | Reduced | 9,423 | 247 | 0.04% | 0.06% | 225 | -5,746 | -37.88% | Q4 2025 | Feb 17, 2026 |
| Catherine Avery Investment Management LLC | History | No change | 9,324 | 244 | 0.15% | 0.16% | 226 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Stirlingshire Investments, Inc. | History | New | 9,275 | 243 | 0.22% | — | 227 | +9,275 | New | Q4 2025 | Feb 11, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 9,239 | 242 | 0.04% | 0.04% | 228 | -415 | -4.3% | Q4 2025 | Feb 10, 2026 |
| Sowell Financial Services LLC | History | New | 9,186 | 241 | 0.01% | — | 229 | +9,186 | New | Q4 2025 | Jan 21, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 9,044 | 237 | 0.0% | 0.0% | 230 | -586 | -6.09% | Q4 2025 | Feb 02, 2026 |
| COMERICA BANK | History | Reduced | 8,992 | 235 | 0.0% | 0.0% | 231 | -501 | -5.28% | Q4 2025 | Jan 29, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 8,937 | 234 | 0.02% | 0.02% | 232 | -1,968 | -18.05% | Q4 2025 | Jan 29, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 8,918 | 234 | 0.08% | 0.07% | 233 | +990 | 12.49% | Q4 2025 | Jan 23, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 8,943 | 232 | 0.07% | 0.05% | 234 | +3,219 | 56.24% | Q4 2025 | Feb 10, 2026 |
| Mach-1 Financial Group, LLC | History | New | 8,819 | 231 | 0.05% | — | 235 | +8,819 | New | Q4 2025 | Feb 06, 2026 |
| PFG Advisors | History | Added to | 8,635 | 226 | 0.01% | 0.01% | 236 | +680 | 8.55% | Q4 2025 | Jan 27, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | New | 8,388 | 220 | 0.02% | — | 237 | +8,388 | New | Q4 2025 | Feb 12, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 8,269 | 216 | 0.09% | 0.09% | 238 | +170 | 2.1% | Q4 2025 | Feb 05, 2026 |
| Walkner Condon Financial Advisors LLC | History | New | 8,100 | 212 | 0.03% | — | 239 | +8,100 | New | Q4 2025 | Jan 21, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 7,817 | 212 | 0.05% | 0.05% | 240 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Northwest Wealth Advisors, LLC | History | New | 8,076 | 211 | 0.16% | — | 241 | +8,076 | New | Q4 2025 | Feb 06, 2026 |
| Accredited Investors Inc. | History | New | 7,885 | 206 | 0.01% | — | 242 | +7,885 | New | Q4 2025 | Feb 05, 2026 |
| HBK Sorce Advisory LLC | History | New | 7,481 | 205 | 0.0% | — | 243 | +7,481 | New | Q4 2025 | Feb 09, 2026 |
| Sovran Advisors, LLC | History | New | 7,449 | 204 | 0.02% | — | 244 | +7,449 | New | Q4 2025 | Jan 20, 2026 |
| Vident Advisory, LLC | History | New | 7,699 | 202 | 0.0% | — | 245 | +7,699 | New | Q4 2025 | Feb 18, 2026 |
| Brooklyn Investment Group | History | New | 7,599 | 201 | 0.01% | — | 246 | +7,599 | New | Q4 2025 | Feb 12, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | New | 7,652 | 200 | 0.13% | — | 247 | +7,652 | New | Q4 2025 | Jan 07, 2026 |
| ORG Partners LLC | History | Added to | 7,500 | 196 | 0.03% | 0.02% | 248 | +2,500 | 50.0% | Q4 2025 | Jan 14, 2026 |
| N.E.W. Advisory Services LLC | History | New | 6,306 | 165 | 0.01% | — | 249 | +6,306 | New | Q4 2025 | Jan 28, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 5,625 | 147 | 0.05% | 0.05% | 250 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Larson Financial Group LLC | History | Added to | 5,058 | 132 | 0.0% | 0.0% | 251 | +1,565 | 44.8% | Q4 2025 | Feb 06, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 4,452 | 116 | 0.02% | 0.01% | 252 | +2,472 | 124.85% | Q4 2025 | Jan 30, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 3,910 | 102 | 0.0% | 0.0% | 253 | +3,048 | 353.6% | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 3,775 | 99 | 0.01% | 0.01% | 254 | -900 | -19.25% | Q4 2025 | Feb 10, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,087 | 80 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 3,000 | 78 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 2,543 | 66 | 0.0% | — | 257 | +2,543 | New | Q4 2025 | Feb 05, 2026 |
| Topsail Wealth Management, LLC | History | New | 2,500 | 65 | 0.01% | — | 258 | +2,500 | New | Q4 2025 | Feb 04, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 2,267 | 59 | 0.0% | — | 259 | +2,267 | New | Q4 2025 | Jan 21, 2026 |
| US BANCORP \DE\ | History | No change | 2,200 | 57 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 2,053 | 53 | 0.02% | 0.02% | 261 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 2,000 | 52 | 0.03% | 0.03% | 262 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 1,908 | 50 | 0.03% | 0.04% | 263 | -385 | -16.79% | Q4 2025 | Feb 05, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,517 | 39 | 0.0% | 0.0% | 264 | +32 | 2.15% | Q4 2025 | Feb 11, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,053 | 27 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Kozak & Associates, Inc. | History | Added to | 883 | 24 | 0.0% | 0.0% | 266 | +13 | 1.49% | Q4 2025 | Jan 12, 2026 |
| Archer Investment Corp | History | New | 806 | 21 | 0.0% | — | 267 | +806 | New | Q4 2025 | Jan 30, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 714 | 18 | 0.0% | 0.0% | 269 | -716 | -50.07% | Q4 2025 | Feb 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 718 | 18 | 0.0% | 0.0% | 268 | -57 | -7.35% | Q4 2025 | Feb 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 552 | 14 | 0.0% | 0.0% | 270 | +191 | 52.91% | Q4 2025 | Feb 11, 2026 |
| Financial Network Wealth Advisors LLC | History | New | 517 | 13 | 0.01% | — | 272 | +517 | New | Q4 2025 | Feb 13, 2026 |
| Parkside Financial Bank & Trust | History | No change | 500 | 13 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TRUST CO OF VERMONT | History | New | 451 | 11 | 0.0% | — | 273 | +451 | New | Q4 2025 | Jan 16, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 418 | 10 | 0.01% | — | 274 | +418 | New | Q4 2025 | Feb 18, 2026 |
| Trust Co | History | New | 216 | 5 | 0.0% | — | 275 | +216 | New | Q4 2025 | Jan 15, 2026 |
| GODSEY & GIBB, INC | History | New | 96 | 2 | 0.0% | — | 276 | +96 | New | Q4 2025 | Jan 27, 2026 |
| Econ Financial Services Corp | History | Closed out | 0 | 0 | — | 0.82% | — | -63,449 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.16% | — | -42,192 | -100.0% | Q3 2025 | Nov 13, 2025 |
| WMG Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -27,810 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Northwest Financial Advisors | History | Closed out | 0 | 0 | — | 0.42% | — | -12,754 | -100.0% | Q3 2025 | Nov 06, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,893 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Jaffetilchin Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,886 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Founders Financial Alliance, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,500 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Turim 21 Investimentos Ltda. | History | Closed out | 0 | 0 | — | 0.01% | — | -804 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Raleigh Capital Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -352 | -100.0% | Q3 2025 | Nov 04, 2025 |
| HANTZ FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -163 | -100.0% | Q3 2025 | Nov 05, 2025 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |