FIRST TRUST EXCHANGE-TRADED FUND VI - SDVY
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 | 24,892,169 | 953,867 | 0.26% | 0.26% | 1 | +1,135,800 | 4.78% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 17,946,856 | 687,723 | 0.04% | 0.04% | 2 | +130,885 | 0.73% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 14,105,263 | 540,513 | 0.17% | 0.16% | 3 | +1,261,249 | 9.82% | Q4 2025 | Feb 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 12,439,403 | 476,677 | 0.09% | 0.09% | 4 | -86,137 | -0.69% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 8,899,448 | 341,026 | 0.02% | 0.02% | 5 | +917,059 | 11.49% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 7,715,939 | 295,674 | 0.32% | 0.32% | 6 | +451,662 | 6.22% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 6,941,165 | 265,985 | 0.04% | 0.04% | 7 | +194,373 | 2.88% | Q4 2025 | Jan 29, 2026 |
| ROYAL BANK OF CANADA | History | New | 6,348,289 | 243,266 | 0.04% | — | 8 | +6,348,289 | New | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 4,375,623 | 167,673 | 2.55% | 2.6% | 9 | +204,797 | 4.91% | Q4 2025 | Jan 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 4,167,860 | 159,712 | 0.14% | 0.14% | 10 | +189,858 | 4.77% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 3,554,684 | 136,215 | 0.18% | 0.17% | 11 | +170,253 | 5.03% | Q4 2025 | Feb 12, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 3,405,941 | 130,515 | 4.07% | 4.06% | 12 | -6,234 | -0.18% | Q4 2025 | Jan 05, 2026 |
| HighTower Advisors, LLC | History | Added to | 3,305,788 | 126,677 | 0.14% | 0.13% | 13 | +178,736 | 5.72% | Q4 2025 | Feb 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 3,281,967 | 125,764 | 0.04% | 0.03% | 14 | +214,327 | 6.99% | Q4 2025 | Feb 10, 2026 |
| LVZ, Inc. | History | Added to | 2,805,135 | 107,492 | 12.02% | 12.1% | 15 | +4,386 | 0.16% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,803,634 | 107,457 | 0.16% | 0.16% | 16 | -162,541 | -5.48% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 2,715,794 | 104,069 | 2.11% | 2.52% | 17 | -204,875 | -7.01% | Q4 2025 | Feb 09, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 2,454,383 | 94,051 | 0.13% | 0.13% | 18 | -3,800 | -0.15% | Q4 2025 | Feb 02, 2026 |
| LM Advisors LLC | History | Reduced | 3,472 | 90,601 | 1.63% | 0.48% | 19 | -83,891 | -96.03% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 2,350,328 | 90,065 | 0.24% | 0.23% | 20 | +163,309 | 7.47% | Q4 2025 | Feb 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,199,824 | 84,297 | 0.05% | 0.05% | 21 | +65,620 | 3.07% | Q4 2025 | Feb 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 1,664,664 | 63,789 | 0.16% | 0.16% | 22 | +63,075 | 3.94% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,572,429 | 60,255 | 0.25% | 0.24% | 23 | +173,375 | 12.39% | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 1,428,920 | 54,756 | 0.09% | 0.08% | 24 | +40,161 | 2.89% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 1,361,300 | 52,164 | 0.25% | 0.24% | 25 | +67,300 | 5.2% | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 1,307,551 | 50,105 | 0.13% | 0.13% | 26 | +27,025 | 2.11% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,122,947 | 43,031 | 0.08% | 0.04% | 27 | +538,692 | 92.2% | Q4 2025 | Mar 16, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,109,258 | 42,506 | 0.03% | 0.02% | 28 | +255,080 | 29.86% | Q4 2025 | Feb 17, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Added to | 1,027,452 | 39,371 | 2.07% | 1.92% | 29 | +444,567 | 76.27% | Q4 2025 | Feb 09, 2026 |
| NewEdge Advisors, LLC | History | Added to | 1,004,279 | 38,483 | 0.14% | 0.16% | 30 | +86,708 | 9.45% | Q4 2025 | Feb 18, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 837,305 | 32,086 | 0.07% | 0.07% | 31 | +88,761 | 11.86% | Q4 2025 | Feb 11, 2026 |
| Western Wealth Management, LLC | History | Added to | 756,416 | 28,985 | 1.34% | 1.31% | 32 | +104,529 | 16.03% | Q4 2025 | Feb 05, 2026 |
| Prospera Financial Services Inc | History | Reduced | 744,892 | 28,554 | 0.47% | 0.52% | 33 | -59,859 | -7.44% | Q4 2025 | Feb 09, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 673,196 | 25,796 | 0.16% | 0.16% | 34 | +3,579 | 0.53% | Q4 2025 | Jan 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 595,961 | 23,707 | 0.03% | 0.03% | 35 | +15,796 | 2.72% | Q4 2025 | Jan 08, 2026 |
| Blue Chip Partners, LLC | History | Added to | 590,831 | 22,640 | 1.64% | 1.6% | 36 | +27,822 | 4.94% | Q4 2025 | Feb 18, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 588,767 | 22,561 | 0.12% | 0.1% | 37 | +75,382 | 14.68% | Q4 2025 | Jan 29, 2026 |
| JSF Financial, LLC | History | New | 574,867 | 22,028 | 4.57% | — | 38 | +574,867 | New | Q4 2025 | Feb 04, 2026 |
| Equitable Holdings, Inc. | History | Added to | 561,529 | 21,517 | 0.15% | 0.14% | 39 | +51,337 | 10.06% | Q4 2025 | Feb 17, 2026 |
| Trilogy Capital Inc. | History | New | 553,740 | 21,219 | 0.95% | — | 40 | +553,740 | New | Q4 2025 | Jan 22, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 532,951 | 20,422 | 0.15% | 0.13% | 41 | +62,551 | 13.3% | Q4 2025 | Feb 13, 2026 |
| Summit Financial, LLC | History | Reduced | 523,015 | 20,041 | 0.29% | 0.31% | 42 | -3,167 | -0.6% | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 518,516 | 19,869 | 0.24% | 0.23% | 43 | -166,353 | -24.29% | Q4 2025 | Feb 13, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Added to | 516,444 | 19,790 | 7.27% | 1.62% | 44 | +413,010 | 399.3% | Q4 2025 | Feb 11, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | New | 510,473 | 19,561 | 0.94% | — | 45 | +510,473 | New | Q4 2025 | Feb 10, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 505,206 | 19,359 | 1.2% | 1.08% | 46 | +66,394 | 15.13% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 500,946 | 19,196 | 0.11% | 0.11% | 47 | +6,389 | 1.29% | Q4 2025 | Feb 12, 2026 |
| Crumly & Associates Inc. | History | Added to | 476,716 | 18,267 | 3.83% | 3.29% | 48 | +80,506 | 20.32% | Q4 2025 | Jan 14, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 474,840 | 18,195 | 3.87% | 4.11% | 49 | +8,822 | 1.89% | Q4 2025 | Jan 30, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 454,996 | 17,439 | 0.01% | 0.02% | 50 | -138,545 | -23.34% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 453,288 | 17,370 | 0.09% | 0.07% | 51 | +150,315 | 49.61% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 448,472 | 17,185 | 0.05% | 0.05% | 52 | +30,845 | 7.39% | Q4 2025 | Jan 26, 2026 |
| Sanchez Wealth Management Group | History | Added to | 446,233 | 17,099 | 3.66% | 3.41% | 53 | +42,676 | 10.57% | Q4 2025 | Feb 04, 2026 |
| StoneX Group Inc. | History | Reduced | 436,925 | 16,861 | 0.73% | 0.73% | 54 | -2,994 | -0.68% | Q4 2025 | Feb 12, 2026 |
| Advantage Trust Co | History | Added to | 438,864 | 16,817 | 7.57% | 7.44% | 55 | +5,651 | 1.3% | Q4 2025 | Jan 29, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 434,710 | 16,658 | 0.77% | 0.8% | 56 | +4,144 | 0.96% | Q4 2025 | Feb 13, 2026 |
| Solano Wealth Investment Advisors LLC | History | Reduced | 431,459 | 16,533 | 8.19% | 7.92% | 57 | -422 | -0.1% | Q4 2025 | Feb 12, 2026 |
| Richmond Investment Services, LLC | History | Added to | 396,720 | 15,202 | 2.63% | 2.51% | 58 | +42,270 | 11.93% | Q4 2025 | Feb 12, 2026 |
| Focus Financial Network, Inc. | History | Added to | 395,841 | 15,168 | 0.53% | 0.51% | 59 | +18,637 | 4.94% | Q4 2025 | Jan 12, 2026 |
| DAGCO, INC. | History | Added to | 370,184 | 14,185 | 3.28% | 3.43% | 60 | +11,135 | 3.1% | Q4 2025 | Jan 08, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | Added to | 361,846 | 13,865 | 1.95% | 2.12% | 61 | +9,617 | 2.73% | Q4 2025 | Feb 13, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 357,588 | 13,702 | 1.49% | 1.26% | 62 | +76,039 | 27.01% | Q4 2025 | Feb 10, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 343,967 | 13,180 | 0.01% | 0.0% | 63 | +268,722 | 357.13% | Q4 2025 | Feb 17, 2026 |
| Aft, Forsyth & Sober, LLC | History | New | 329,600 | 12,630 | 3.83% | — | 64 | +329,600 | New | Q4 2025 | Feb 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 313,127 | 11,999 | 0.24% | 0.24% | 65 | +4,801 | 1.56% | Q4 2025 | Jan 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 321,990 | 11,904 | 0.29% | 0.22% | 66 | +14,750 | 4.8% | Q4 2025 | Feb 11, 2026 |
| Fairvoy Private Wealth, LLC | History | Added to | 303,071 | 11,613 | 2.6% | 2.55% | 67 | +8,419 | 2.86% | Q4 2025 | Jan 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 302,001 | 11,572 | 0.14% | 0.14% | 68 | +13,394 | 4.64% | Q4 2025 | Jan 29, 2026 |
| Arkadios Wealth Advisors | History | Added to | 295,689 | 11,330 | 0.22% | 0.26% | 69 | +9,283 | 3.24% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 294,952 | 11,302 | 0.55% | 0.52% | 70 | +8,913 | 3.12% | Q4 2025 | Jan 20, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 293,154 | 11,233 | 1.19% | 1.28% | 71 | -12,117 | -3.97% | Q4 2025 | Feb 13, 2026 |
| Sigma Planning Corp | History | Reduced | 291,682 | 11,188 | 0.31% | 0.32% | 72 | -4,310 | -1.46% | Q4 2025 | Jan 30, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 290,696 | 11,140 | 0.12% | 0.14% | 73 | -29,540 | -9.22% | Q4 2025 | Feb 02, 2026 |
| Mach-1 Financial Group, LLC | History | New | 286,966 | 10,997 | 2.26% | — | 74 | +286,966 | New | Q4 2025 | Feb 06, 2026 |
| S Harris Financial Group, LLC | History | New | 279,212 | 10,699 | 10.25% | — | 75 | +279,212 | New | Q4 2025 | Mar 03, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 272,611 | 10,446 | 2.71% | 2.71% | 76 | +8,642 | 3.27% | Q4 2025 | Jan 07, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 268,712 | 10,297 | 0.13% | 0.15% | 77 | +3,725 | 1.41% | Q4 2025 | Feb 10, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 266,183 | 10,200 | 0.18% | 0.01% | 78 | +248,685 | 1421.22% | Q4 2025 | Feb 19, 2026 |
| ARVEST INVESTMENTS, INC. | History | Added to | 263,558 | 10,099 | 1.42% | 1.3% | 79 | +25,490 | 10.71% | Q4 2025 | Jan 20, 2026 |
| RFG Advisory, LLC | History | Reduced | 259,646 | 9,949 | 0.19% | 0.24% | 80 | -46,690 | -15.24% | Q4 2025 | Feb 03, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 257,587 | 9,870 | 2.07% | 2.05% | 81 | +12,855 | 5.25% | Q4 2025 | Jan 07, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 252,704 | 9,683 | 0.12% | 0.12% | 82 | +19,452 | 8.34% | Q4 2025 | Feb 05, 2026 |
| PSI Advisors, LLC | History | Added to | 250,663 | 9,656 | 2.43% | 2.38% | 83 | +7,158 | 2.94% | Q4 2025 | Feb 09, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 250,163 | 9,586 | 0.03% | 0.03% | 84 | +41,889 | 20.11% | Q4 2025 | Feb 06, 2026 |
| Procyon Advisors, LLC | History | Added to | 247,262 | 9,475 | 0.47% | 0.54% | 85 | +9,218 | 3.87% | Q4 2025 | Jan 07, 2026 |
| Focus Partners Wealth | History | Added to | 245,604 | 9,411 | 0.01% | 0.0% | 86 | +197,048 | 405.82% | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | Added to | 239,654 | 9,183 | 0.1% | 0.1% | 87 | +2,268 | 0.96% | Q4 2025 | Feb 05, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 232,275 | 8,900 | 0.67% | 0.73% | 88 | -7,028 | -2.94% | Q4 2025 | Jan 09, 2026 |
| US BANCORP \DE\ | History | Added to | 230,047 | 8,815 | 0.01% | 0.01% | 89 | +5,073 | 2.25% | Q4 2025 | Jan 30, 2026 |
| Arax Advisory Partners | History | New | 229,116 | 8,779 | 0.26% | — | 90 | +229,116 | New | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 222,952 | 8,543 | 0.1% | 0.1% | 91 | +1,990 | 0.9% | Q4 2025 | Jan 20, 2026 |
| Certified Advisory Corp | History | Added to | 213,277 | 8,172 | 0.74% | 0.76% | 92 | +3,491 | 1.66% | Q4 2025 | Jan 12, 2026 |
| Triumph Capital Management | History | Reduced | 208,079 | 7,973 | 1.72% | 2.16% | 93 | -4,032 | -1.9% | Q4 2025 | Feb 12, 2026 |
| VestGen Advisors, LLC | History | Reduced | 206,039 | 7,895 | 0.34% | 0.33% | 94 | -52,114 | -20.19% | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | Added to | 205,923 | 7,890 | 0.19% | 0.2% | 95 | +2,045 | 1.0% | Q4 2025 | Feb 17, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 205,065 | 7,858 | 0.41% | 0.44% | 96 | +17,547 | 9.36% | Q4 2025 | Jan 26, 2026 |
| Mariner, LLC | History | Added to | 204,849 | 7,849 | 0.01% | 0.01% | 97 | +3,740 | 1.86% | Q4 2025 | Feb 13, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 204,794 | 7,847 | 0.25% | 0.29% | 98 | -2,683 | -1.29% | Q4 2025 | Feb 17, 2026 |
| Capital Investment Counsel, LLC | History | Reduced | 204,289 | 7,828 | 1.09% | 1.15% | 99 | -1,429 | -0.69% | Q4 2025 | Feb 02, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 203,572 | 7,800 | 0.25% | 0.28% | 100 | -13,787 | -6.34% | Q4 2025 | Jan 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 202,755 | 7,769 | 0.15% | 0.01% | 101 | +183,689 | 963.44% | Q4 2025 | Feb 12, 2026 |
| Southland Equity Partners LLC | History | Added to | 199,886 | 7,659 | 1.51% | 1.52% | 102 | +1,728 | 0.87% | Q4 2025 | Jan 14, 2026 |
| Uniting Wealth Partners, LLC | History | Reduced | 194,799 | 7,464 | 2.29% | 1.8% | 103 | -5,342 | -2.67% | Q4 2025 | Feb 13, 2026 |
| Visionary Wealth Advisors | History | Reduced | 194,232 | 7,442 | 0.34% | 0.37% | 104 | -15,434 | -7.36% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 190,763 | 7,310 | 0.1% | 0.09% | 105 | -10,452 | -5.19% | Q4 2025 | Feb 02, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 188,510 | 7,223 | 0.11% | 0.11% | 106 | +11,932 | 6.76% | Q4 2025 | Feb 12, 2026 |
| Econ Financial Services Corp | History | Added to | 179,719 | 6,886 | 3.45% | 2.7% | 107 | +37,184 | 26.09% | Q4 2025 | Jan 15, 2026 |
| KPP Advisory Services LLC | History | Reduced | 179,188 | 6,866 | 1.0% | 1.04% | 108 | -5,529 | -2.99% | Q4 2025 | Feb 02, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 175,745 | 6,734 | 0.46% | 0.46% | 109 | +14,173 | 8.77% | Q4 2025 | Feb 02, 2026 |
| Hobart Private Capital, LLC | History | Added to | 171,922 | 6,588 | 1.29% | 1.36% | 110 | +1,355 | 0.79% | Q4 2025 | Jan 27, 2026 |
| Randall & Associates Wealth Management | History | Reduced | 171,073 | 6,555 | 4.54% | 4.75% | 111 | -1,097 | -0.64% | Q4 2025 | Jan 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 170,914 | 6,550 | 0.05% | — | 112 | +170,914 | New | Q4 2025 | Feb 18, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Added to | 170,516 | 6,534 | 5.87% | 5.99% | 113 | +152 | 0.09% | Q4 2025 | Jan 23, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | History | Reduced | 167,670 | 6,425 | 0.44% | 0.44% | 114 | -399 | -0.24% | Q4 2025 | Feb 10, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 166,548 | 6,382 | 0.37% | 0.64% | 115 | -2,404 | -1.42% | Q4 2025 | Jan 29, 2026 |
| Baron Wealth Management LLC | History | Added to | 165,869 | 6,356 | 1.96% | 1.22% | 116 | +69,034 | 71.29% | Q4 2025 | Jan 14, 2026 |
| MAI Capital Management | History | Added to | 162,769 | 6,237 | 0.04% | 0.03% | 117 | +31,427 | 23.93% | Q4 2025 | Feb 13, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | Added to | 156,906 | 6,012 | 2.84% | 2.44% | 118 | +25,806 | 19.68% | Q4 2025 | Jan 23, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Reduced | 156,438 | 5,994 | 2.04% | 1.97% | 119 | -253 | -0.16% | Q4 2025 | Jan 28, 2026 |
| Owen LaRue, LLC | History | Reduced | 149,866 | 5,742 | 2.18% | 3.32% | 120 | -72,157 | -32.5% | Q4 2025 | Feb 05, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | New | 149,251 | 5,719 | 4.34% | — | 121 | +149,251 | New | Q4 2025 | Feb 11, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 146,948 | 5,631 | 0.63% | 0.71% | 122 | +8,995 | 6.52% | Q4 2025 | Feb 11, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 146,156 | 5,600 | 3.56% | 3.52% | 123 | +9,189 | 6.71% | Q4 2025 | Feb 05, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 144,441 | 5,534 | 0.13% | 0.14% | 124 | +2,431 | 1.71% | Q4 2025 | Jan 29, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | New | 141,535 | 5,431 | 4.58% | — | 125 | +141,535 | New | Q4 2025 | Jan 20, 2026 |
| Provident Wealth Management, LLC | History | Added to | 141,373 | 5,417 | 1.6% | 1.61% | 126 | +1,537 | 1.1% | Q4 2025 | Jan 28, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 138,607 | 5,311 | 0.06% | 0.09% | 127 | +7,117 | 5.41% | Q4 2025 | Jan 29, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 132,871 | 5,091 | 0.27% | 0.26% | 128 | +6,488 | 5.13% | Q4 2025 | Mar 04, 2026 |
| CX Institutional | History | Added to | 132,848 | 5,091 | 0.15% | 0.15% | 129 | +4,496 | 3.5% | Q4 2025 | Feb 02, 2026 |
| Csenge Advisory Group | History | Added to | 126,417 | 4,844 | 0.22% | 0.07% | 130 | +85,702 | 210.49% | Q4 2025 | Feb 06, 2026 |
| JPL Wealth Management, LLC | History | Reduced | 124,549 | 4,772 | 1.16% | 1.17% | 131 | -5,295 | -4.08% | Q4 2025 | Feb 12, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 122,683 | 4,701 | 0.17% | 0.18% | 132 | +2,363 | 1.96% | Q4 2025 | Feb 04, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 122,473 | 4,693 | 0.15% | 0.13% | 133 | +2,644 | 2.21% | Q4 2025 | Jan 09, 2026 |
| Catalyst Investment Management LLC | History | New | 119,660 | 4,585 | 4.34% | — | 134 | +119,660 | New | Q4 2025 | Feb 20, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 118,936 | 4,557 | 0.17% | 0.23% | 135 | -38,108 | -24.27% | Q4 2025 | Feb 17, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 117,266 | 4,493 | 0.36% | 0.32% | 136 | +21,574 | 22.55% | Q4 2025 | Feb 12, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 113,710 | 4,357 | 0.31% | 0.29% | 137 | +408 | 0.36% | Q4 2025 | Jan 14, 2026 |
| Chris Bulman Inc | History | Added to | 111,670 | 4,279 | 1.89% | 1.75% | 138 | +19,587 | 21.27% | Q4 2025 | Jan 14, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 111,604 | 4,276 | 0.64% | 0.18% | 139 | +90,797 | 436.38% | Q4 2025 | Feb 03, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 111,464 | 4,271 | 0.0% | 0.0% | 140 | +584 | 0.53% | Q4 2025 | Feb 11, 2026 |
| Maia Wealth LLC | History | Reduced | 102,021 | 4,265 | 0.73% | 0.82% | 141 | -25,439 | -19.96% | Q4 2025 | Feb 17, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 110,789 | 4,245 | 0.32% | 0.08% | 142 | +78,784 | 246.16% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 109,233 | 4,185 | 0.0% | — | 143 | +109,233 | New | Q4 2025 | Feb 17, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 107,567 | 4,121 | 1.31% | 1.33% | 144 | +885 | 0.83% | Q4 2025 | Feb 03, 2026 |
| LFA - Lugano Financial Advisors SA | History | Reduced | 106,958 | 4,098 | 2.12% | 2.4% | 145 | -12,689 | -10.61% | Q4 2025 | Jan 29, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 106,510 | 4,081 | 0.07% | 0.07% | 146 | -2,549 | -2.34% | Q4 2025 | Jan 22, 2026 |
| Virtus Family Office LLC | History | Added to | 106,427 | 4,078 | 3.51% | 3.32% | 147 | +13,183 | 14.14% | Q4 2025 | Feb 03, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 103,777 | 3,976 | 0.07% | 0.09% | 148 | -6,583 | -5.97% | Q4 2025 | Feb 06, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Reduced | 101,265 | 3,880 | 3.8% | 4.15% | 149 | -13,334 | -11.64% | Q4 2025 | Jan 07, 2026 |
| Mutual Advisors, LLC | History | Added to | 100,018 | 3,832 | 0.08% | 0.07% | 150 | +15,885 | 18.88% | Q4 2025 | Feb 02, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 99,901 | 3,828 | 0.3% | 0.3% | 151 | +1,335 | 1.35% | Q4 2025 | Feb 13, 2026 |
| Continuum Advisory, LLC | History | Added to | 99,744 | 3,822 | 0.38% | 0.36% | 152 | +9,726 | 10.8% | Q4 2025 | Feb 11, 2026 |
| Sound Portfolio Advisors, LLC | History | New | 97,767 | 3,746 | 3.15% | — | 153 | +97,767 | New | Q4 2025 | Feb 05, 2026 |
| Boyer Financial Services, Inc. | History | New | 95,906 | 3,713 | 3.94% | — | 154 | +95,906 | New | Q4 2025 | Jan 30, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 95,208 | 3,648 | 0.26% | 0.28% | 155 | +2,712 | 2.93% | Q4 2025 | Jan 21, 2026 |
| Prostatis Group LLC | History | Added to | 94,693 | 3,628 | 0.87% | 0.89% | 156 | +1,050 | 1.12% | Q4 2025 | Feb 17, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 94,229 | 3,610 | 1.41% | 1.38% | 157 | +1,185 | 1.27% | Q4 2025 | Jan 21, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 92,838 | 3,598 | 0.24% | 0.25% | 158 | +5,039 | 5.74% | Q4 2025 | Jan 15, 2026 |
| Brookstone Capital Management | History | Added to | 93,575 | 3,585 | 0.04% | 0.04% | 159 | +12,499 | 15.42% | Q4 2025 | Jan 15, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 93,176 | 3,570 | 0.04% | 0.05% | 160 | -2,775 | -2.89% | Q4 2025 | Feb 05, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 90,996 | 3,486 | 0.05% | 0.05% | 161 | +4,920 | 5.72% | Q4 2025 | Feb 09, 2026 |
| DAVENPORT & Co LLC | History | Added to | 86,749 | 3,324 | 0.02% | 0.01% | 162 | +60,332 | 228.38% | Q4 2025 | Jan 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 86,295 | 3,306 | 0.0% | 0.0% | 163 | +44,108 | 104.55% | Q4 2025 | Feb 17, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 85,730 | 3,285 | 0.2% | 0.21% | 164 | -8,601 | -9.12% | Q4 2025 | Jan 30, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 84,533 | 3,239 | 1.01% | 1.2% | 165 | +9,446 | 12.58% | Q4 2025 | Jan 08, 2026 |
| Spire Wealth Management | History | Reduced | 84,455 | 3,236 | 0.11% | 0.11% | 166 | -291 | -0.34% | Q4 2025 | Jan 14, 2026 |
| Regal Investment Advisors LLC | History | Added to | 84,200 | 3,226 | 0.19% | 0.17% | 167 | +14,957 | 21.6% | Q4 2025 | Feb 17, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 83,496 | 3,174 | 0.46% | 0.49% | 168 | -4,283 | -4.88% | Q4 2025 | Jan 16, 2026 |
| Cerity Partners LLC | History | Reduced | 82,148 | 3,147 | 0.0% | 0.01% | 169 | -27,697 | -25.21% | Q4 2025 | Feb 11, 2026 |
| Trivium Point Advisory, LLC | History | Added to | 82,141 | 3,147 | 0.32% | 0.32% | 170 | +49 | 0.06% | Q4 2025 | Jan 26, 2026 |
| Marshall Financial Group, LLC | History | Added to | 81,245 | 3,113 | 0.6% | 0.53% | 171 | +9,305 | 12.93% | Q4 2025 | Jan 09, 2026 |
| COMERICA BANK | History | Reduced | 80,972 | 3,102 | 0.01% | 0.01% | 172 | -5,820 | -6.71% | Q4 2025 | Jan 29, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 79,689 | 3,053 | 1.7% | 1.51% | 173 | +12,949 | 19.4% | Q4 2025 | Feb 17, 2026 |
| Goldenstone Wealth Management LLC | History | New | 79,510 | 3,046 | 2.28% | — | 174 | +79,510 | New | Q4 2025 | Feb 06, 2026 |
| Mason & Associates Inc | History | Reduced | 79,360 | 3,041 | 0.57% | 0.63% | 175 | -2,689 | -3.28% | Q4 2025 | Feb 05, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 79,309 | 3,039 | 0.06% | 0.04% | 176 | +36,541 | 85.44% | Q4 2025 | Feb 03, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 77,938 | 2,986 | 0.93% | 0.96% | 177 | -1,421 | -1.79% | Q4 2025 | Jan 22, 2026 |
| United Advisor Group, LLC | History | Added to | 77,826 | 2,982 | 0.37% | 0.31% | 178 | +17,424 | 28.85% | Q4 2025 | Jan 26, 2026 |
| Capital Advantage, Inc. | History | Added to | 77,232 | 2,959 | 0.4% | 0.31% | 179 | +22,276 | 40.53% | Q4 2025 | Jan 07, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 76,594 | 2,935 | 0.43% | 0.44% | 180 | +283 | 0.37% | Q4 2025 | Feb 10, 2026 |
| Moors & Cabot, Inc. | History | Added to | 76,562 | 2,933 | 0.13% | 0.13% | 181 | +981 | 1.3% | Q4 2025 | Feb 10, 2026 |
| Griffith & Werner, Inc. | History | Reduced | 76,527 | 2,932 | 1.49% | 1.66% | 182 | -8,074 | -9.54% | Q4 2025 | Feb 13, 2026 |
| Forefront Wealth Partners, LLC | History | Reduced | 76,308 | 2,924 | 1.38% | 0.73% | 183 | -35 | -0.05% | Q4 2025 | Feb 06, 2026 |
| Anderson Financial Strategies, LLC | History | Reduced | 75,302 | 2,885 | 1.67% | 2.01% | 184 | -14,137 | -15.81% | Q4 2025 | Feb 24, 2026 |
| RiverTree Advisors, LLC | History | Added to | 73,087 | 2,800 | 1.79% | 1.74% | 185 | +1,524 | 2.13% | Q4 2025 | Jan 15, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 72,800 | 2,789 | 0.34% | 0.33% | 186 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 71,348 | 2,734 | 0.06% | 0.04% | 187 | +27,875 | 64.12% | Q4 2025 | Feb 13, 2026 |
| Atlas Wealth LLC | History | Added to | 71,228 | 2,729 | 0.83% | 0.86% | 188 | +1,433 | 2.05% | Q4 2025 | Feb 05, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | New | 67,925 | 2,602 | 1.45% | — | 189 | +67,925 | New | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, LLC | History | Added to | 67,426 | 2,583 | 0.02% | 0.03% | 190 | +654 | 0.98% | Q4 2025 | Feb 17, 2026 |
| Arcadia Wealth Management, Inc. | History | Added to | 67,405 | 2,582 | 1.48% | 1.46% | 191 | +4,015 | 6.33% | Q4 2025 | Feb 10, 2026 |
| Fairway Financial, LLC | History | Added to | 65,580 | 2,513 | 1.9% | 1.82% | 192 | +4,752 | 7.81% | Q4 2025 | Feb 04, 2026 |
| Stone Wealth Partners | History | New | 64,383 | 2,467 | 2.2% | — | 193 | +64,383 | New | Q4 2025 | Feb 24, 2026 |
| Traction Financial Partners, LLC | History | Added to | 64,236 | 2,461 | 1.46% | 1.24% | 194 | +11,355 | 21.47% | Q4 2025 | Jan 29, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 64,138 | 2,458 | 0.07% | 0.08% | 195 | +193 | 0.3% | Q4 2025 | Feb 12, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | Added to | 63,753 | 2,443 | 1.73% | 1.94% | 196 | +3,574 | 5.94% | Q4 2025 | Feb 04, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 62,483 | 2,394 | 0.33% | 0.35% | 197 | +3,684 | 6.27% | Q4 2025 | Jan 23, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | Reduced | 62,324 | 2,388 | 1.02% | 1.03% | 198 | -621 | -0.99% | Q4 2025 | Jan 15, 2026 |
| OakTrust Wealth Advisors, LLC | History | New | 61,940 | 2,373 | 2.19% | — | 199 | +61,940 | New | Q4 2025 | Feb 27, 2026 |
| Ipsen Advisor Group LLC | History | Added to | 61,863 | 2,370 | 1.68% | 1.64% | 200 | +1,916 | 3.2% | Q4 2025 | Feb 11, 2026 |
| Ergawealth Advisors, Inc. | History | Reduced | 61,639 | 2,362 | 1.09% | 3.34% | 201 | -126,710 | -67.27% | Q4 2025 | Jan 21, 2026 |
| Entruity Wealth, LLC | History | Reduced | 61,167 | 2,343 | 1.67% | 2.65% | 202 | -28,487 | -31.77% | Q4 2025 | Feb 03, 2026 |
| Maridea Wealth Management LLC | History | Added to | 59,918 | 2,296 | 0.34% | 0.12% | 203 | +39,327 | 190.99% | Q4 2025 | Jan 08, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 59,693 | 2,287 | 2.27% | — | 204 | +59,693 | New | Q4 2025 | Feb 12, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 58,535 | 2,243 | 0.42% | 0.53% | 205 | -10,366 | -15.04% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Reduced | 57,940 | 2,220 | 0.02% | 0.03% | 206 | -38,673 | -40.03% | Q4 2025 | Jan 26, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 57,026 | 2,185 | 0.24% | 0.22% | 207 | +5,159 | 9.95% | Q4 2025 | Jan 23, 2026 |
| Golden State Equity Partners | History | Reduced | 56,818 | 2,177 | 0.35% | 0.76% | 208 | -61,913 | -52.15% | Q4 2025 | Jan 29, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 56,711 | 2,173 | 0.78% | 0.82% | 209 | -790 | -1.37% | Q4 2025 | Feb 05, 2026 |
| Inscription Capital, LLC | History | Added to | 56,311 | 2,157 | 0.22% | 0.23% | 210 | +640 | 1.15% | Q4 2025 | Jan 29, 2026 |
| Proactive Wealth Strategies LLC | History | Reduced | 55,819 | 2,138 | 0.85% | 0.93% | 211 | -1,099 | -1.93% | Q4 2025 | Feb 05, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 55,755 | 2,136 | 0.02% | 0.01% | 212 | +17,145 | 44.41% | Q4 2025 | Feb 12, 2026 |
| WPG Advisers, LLC | History | Reduced | 55,535 | 2,128 | 1.58% | 1.88% | 213 | -8,241 | -12.92% | Q4 2025 | Jan 28, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 55,251 | 2,117 | 0.13% | 0.27% | 214 | -51,182 | -48.09% | Q4 2025 | Feb 06, 2026 |
| Keel Point, LLC | History | Added to | 53,856 | 2,063 | 0.12% | 0.12% | 215 | +968 | 1.83% | Q4 2025 | Feb 12, 2026 |
| Jacobi Capital Management LLC | History | Added to | 53,574 | 2,052 | 0.12% | 0.11% | 216 | +3,892 | 7.83% | Q4 2025 | Feb 13, 2026 |
| LeClair Wealth Partners LLC | History | Reduced | 52,442 | 2,009 | 1.17% | 2.71% | 217 | -61,782 | -54.09% | Q4 2025 | Feb 11, 2026 |
| Purus Wealth Management, LLC | History | Reduced | 52,230 | 2,001 | 0.62% | 0.64% | 218 | -261 | -0.5% | Q4 2025 | Jan 27, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 51,925 | 1,989 | 1.16% | — | 219 | +51,925 | New | Q4 2025 | Feb 11, 2026 |
| Accel Wealth Management | History | Added to | 51,901 | 1,988 | 0.54% | 0.43% | 220 | +12,870 | 32.97% | Q4 2025 | Jan 20, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 51,057 | 1,956 | 0.07% | 0.02% | 221 | +38,000 | 291.03% | Q4 2025 | Feb 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 50,615 | 1,939 | 0.0% | 0.0% | 222 | +615 | 1.23% | Q4 2025 | Mar 25, 2026 |
| IFG Advisory, LLC | History | Reduced | 50,243 | 1,925 | 0.08% | 0.12% | 223 | -21,214 | -29.69% | Q4 2025 | Feb 10, 2026 |
| AIFG Consultants Ltd. | History | Added to | 49,581 | 1,899 | 3.26% | 2.99% | 224 | +4,977 | 11.16% | Q4 2025 | Feb 04, 2026 |
| Arkos Global Advisors | History | Added to | 49,244 | 1,887 | 0.24% | 0.23% | 225 | +2,768 | 5.96% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 49,196 | 1,885 | 0.0% | 0.0% | 226 | -2,609 | -5.04% | Q4 2025 | Feb 17, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 48,481 | 1,857 | 0.53% | 0.51% | 227 | +2,232 | 4.83% | Q4 2025 | Feb 05, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 48,173 | 1,846 | 0.3% | 0.31% | 228 | +1,125 | 2.39% | Q4 2025 | Feb 06, 2026 |
| Summit Investment Advisory Services, LLC | History | Reduced | 48,146 | 1,844 | 0.7% | 0.74% | 229 | -963 | -1.96% | Q4 2025 | Feb 04, 2026 |
| Lifestyle Asset Management, Inc. | History | Reduced | 47,959 | 1,837 | 0.6% | 4.67% | 230 | -311,794 | -86.67% | Q4 2025 | Feb 11, 2026 |
| Betterment LLC | History | Added to | 47,583 | 1,823 | 0.0% | 0.0% | 231 | +3,167 | 7.13% | Q4 2025 | Feb 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 47,393 | 1,816 | 0.12% | 0.14% | 232 | -2,460 | -4.93% | Q4 2025 | Feb 03, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 46,306 | 1,794 | 0.24% | 0.21% | 233 | +149 | 0.32% | Q4 2025 | Feb 11, 2026 |
| Hilltop Holdings Inc. | History | Added to | 46,657 | 1,787 | 0.11% | 0.09% | 234 | +3,490 | 8.08% | Q4 2025 | Feb 17, 2026 |
| Arista Wealth Management, LLC | History | Reduced | 46,314 | 1,774 | 0.22% | 0.24% | 235 | -4,157 | -8.24% | Q4 2025 | Feb 09, 2026 |
| Juno Financial Group LLC | History | New | 45,947 | 1,760 | 0.7% | — | 236 | +45,947 | New | Q4 2025 | Jan 28, 2026 |
| PKS Advisory Services, LLC | History | Added to | 44,573 | 1,708 | 0.39% | 0.35% | 237 | +36 | 0.08% | Q4 2025 | Feb 02, 2026 |
| Oxford Wealth Group, LLC | History | New | 44,289 | 1,697 | 0.83% | — | 238 | +44,289 | New | Q4 2025 | Feb 10, 2026 |
| Bolthouse Investments, LLC | History | Reduced | 44,171 | 1,692 | 1.5% | 1.53% | 239 | -121 | -0.27% | Q4 2025 | Jan 27, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 44,021 | 1,686 | 0.09% | 0.09% | 240 | +465 | 1.07% | Q4 2025 | Feb 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 43,355 | 1,661 | 0.02% | 0.02% | 241 | +2,291 | 5.58% | Q4 2025 | Jan 23, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 42,504 | 1,628 | 0.08% | 0.09% | 242 | +1,530 | 3.73% | Q4 2025 | Jan 28, 2026 |
| Grantvest Financial Group LLC | History | Added to | 42,066 | 1,612 | 1.03% | 1.06% | 243 | +1,773 | 4.4% | Q4 2025 | Feb 02, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 42,003 | 1,609 | 0.1% | 0.13% | 244 | -10,537 | -20.06% | Q4 2025 | Feb 03, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 41,798 | 1,601 | 0.11% | 0.06% | 245 | +18,728 | 81.18% | Q4 2025 | Feb 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 41,777 | 1,600 | 0.0% | 0.0% | 246 | +6,410 | 18.12% | Q4 2025 | Feb 10, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 41,302 | 1,583 | 0.0% | — | 247 | +41,302 | New | Q4 2025 | Feb 10, 2026 |
| CITY HOLDING CO | History | Reduced | 40,996 | 1,570 | 0.19% | 0.2% | 248 | -584 | -1.4% | Q4 2025 | Jan 22, 2026 |
| Concentrum Wealth Management | History | Reduced | 40,905 | 1,567 | 0.44% | 0.49% | 249 | -3,458 | -7.79% | Q4 2025 | Feb 04, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 40,789 | 1,563 | 0.36% | 0.36% | 250 | -116 | -0.28% | Q4 2025 | Feb 17, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Reduced | 40,112 | 1,537 | 0.77% | 0.85% | 251 | -1,985 | -4.72% | Q4 2025 | Feb 09, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 39,905 | 1,529 | 0.09% | 0.08% | 252 | +4,333 | 12.18% | Q4 2025 | Feb 04, 2026 |
| BAM Wealth Management, LLC | History | Added to | 39,606 | 1,517 | 1.1% | 0.4% | 253 | +26,101 | 193.27% | Q4 2025 | Jan 20, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Reduced | 39,537 | 1,515 | 0.85% | 0.92% | 254 | -3,666 | -8.49% | Q4 2025 | Jan 30, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 38,281 | 1,466 | 0.01% | 0.02% | 255 | -5,865 | -13.29% | Q4 2025 | Feb 13, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 37,424 | 1,434 | 0.11% | 0.03% | 256 | +30,058 | 408.06% | Q4 2025 | Jan 28, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 37,078 | 1,420 | 0.08% | 0.08% | 257 | +1,626 | 4.59% | Q4 2025 | Jan 20, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 37,033 | 1,419 | 0.5% | 0.57% | 258 | -339 | -0.91% | Q4 2025 | Feb 09, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 36,967 | 1,416 | 0.04% | 0.04% | 259 | +2,551 | 7.41% | Q4 2025 | Jan 23, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 36,737 | 1,407 | 0.24% | 0.27% | 260 | -3,688 | -9.12% | Q4 2025 | Feb 10, 2026 |
| Altus Wealth Group LLC | History | Added to | 36,292 | 1,390 | 0.56% | 0.57% | 261 | +17 | 0.05% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Added to | 36,028 | 1,380 | 0.0% | 0.0% | 262 | +9,455 | 35.58% | Q4 2025 | Feb 13, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 36,004 | 1,379 | 0.05% | 0.06% | 263 | +9,994 | 38.42% | Q4 2025 | Feb 04, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 35,859 | 1,374 | 0.58% | 0.59% | 264 | -666 | -1.82% | Q4 2025 | Feb 05, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 35,561 | 1,362 | 0.03% | 0.03% | 265 | +952 | 2.75% | Q4 2025 | Jan 28, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 35,353 | 1,354 | 0.45% | 0.52% | 266 | -9,360 | -20.93% | Q4 2025 | Jan 13, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 35,325 | 1,353 | 0.19% | 0.2% | 267 | +2,215 | 6.69% | Q4 2025 | Jan 21, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 34,860 | 1,335 | 0.11% | 0.09% | 268 | +6,676 | 23.69% | Q4 2025 | Jan 23, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 34,460 | 1,320 | 0.06% | 0.06% | 269 | +211 | 0.62% | Q4 2025 | Feb 13, 2026 |
| Capital Analysts, LLC | History | Added to | 34,132 | 1,308 | 0.04% | 0.04% | 270 | +1,891 | 5.87% | Q4 2025 | Feb 11, 2026 |
| Huntleigh Advisors, Inc. | History | Reduced | 34,048 | 1,304 | 0.22% | 0.4% | 271 | -27,339 | -44.54% | Q4 2025 | Jan 29, 2026 |
| Silver Grove Financial Group, Inc. | History | Reduced | 33,715 | 1,282 | 1.11% | 1.22% | 272 | -138 | -0.41% | Q4 2025 | Feb 17, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 33,259 | 1,274 | 0.04% | 0.06% | 273 | +7,768 | 30.47% | Q4 2025 | Feb 10, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 33,035 | 1,265 | 0.06% | 0.04% | 274 | +9,876 | 42.64% | Q4 2025 | Jan 21, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 32,258 | 1,236 | 0.01% | 0.01% | 275 | +1,142 | 3.67% | Q4 2025 | Feb 11, 2026 |
| Belpointe Asset Management LLC | History | Added to | 32,115 | 1,230 | 0.04% | 0.05% | 276 | +369 | 1.16% | Q4 2025 | Jan 27, 2026 |
| Ballew Advisors, Inc | History | Added to | 30,731 | 1,228 | 0.69% | 0.64% | 277 | +342 | 1.13% | Q4 2025 | Jan 14, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 31,293 | 1,199 | 0.11% | 0.11% | 278 | -2,895 | -8.47% | Q4 2025 | Jan 26, 2026 |
| AE Wealth Management LLC | History | Added to | 31,276 | 1,198 | 0.01% | 0.01% | 279 | +7,792 | 33.18% | Q4 2025 | Jan 26, 2026 |
| Claris Financial LLC | History | New | 30,575 | 1,171 | 0.62% | — | 280 | +30,575 | New | Q4 2025 | Feb 19, 2026 |
| Vantus Wealth LLC | History | New | 30,365 | 1,163 | 0.86% | — | 281 | +30,365 | New | Q4 2025 | Feb 10, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | No change | 30,319 | 1,162 | 0.56% | 0.63% | 282 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 30,065 | 1,152 | 0.13% | 0.04% | 283 | +24,553 | 445.45% | Q4 2025 | Feb 13, 2026 |
| Ellsworth Advisors, LLC | History | Added to | 28,306 | 1,150 | 0.23% | 0.21% | 284 | +2,178 | 8.34% | Q4 2025 | Jan 16, 2026 |
| tru Independence LLC | History | Reduced | 29,883 | 1,145 | 0.29% | 0.3% | 285 | -689 | -2.25% | Q4 2025 | Jan 22, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 29,312 | 1,123 | 0.04% | 0.03% | 286 | +9,426 | 47.4% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 28,979 | 1,110 | 0.0% | 0.0% | 287 | +6,466 | 28.72% | Q4 2025 | Feb 17, 2026 |
| Kovack Advisors, Inc. | History | Added to | 28,649 | 1,097 | 0.05% | 0.06% | 288 | +11,109 | 63.34% | Q4 2025 | Feb 17, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 28,624 | 1,096 | 0.06% | 0.07% | 289 | -1,613 | -5.33% | Q4 2025 | Feb 10, 2026 |
| Root Financial Partners, LLC | History | Reduced | 28,176 | 1,079 | 0.06% | 0.09% | 290 | -11,235 | -28.51% | Q4 2025 | Feb 10, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | No change | 28,156 | 1,078 | 0.72% | 0.77% | 291 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 27,886 | 1,068 | 0.03% | 0.02% | 292 | +2,184 | 8.5% | Q4 2025 | Feb 13, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 27,321 | 1,046 | 0.14% | — | 293 | +27,321 | New | Q4 2025 | Feb 04, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 26,938 | 1,032 | 0.03% | 0.03% | 294 | +218 | 0.82% | Q4 2025 | Feb 17, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 26,362 | 1,021 | 0.1% | 0.05% | 295 | +14,389 | 120.18% | Q4 2025 | Feb 17, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | No change | 26,508 | 1,015 | 1.06% | 0.99% | 296 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 26,430 | 1,012 | 0.04% | 0.04% | 297 | +213 | 0.81% | Q4 2025 | Feb 02, 2026 |
| REICON WEALTH ADVISORS, LLC | History | New | 26,387 | 1,011 | 0.73% | — | 298 | +26,387 | New | Q4 2025 | Jan 30, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 25,838 | 990 | 0.11% | 0.12% | 299 | -824 | -3.09% | Q4 2025 | Jan 14, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 25,638 | 982 | 0.06% | 0.07% | 300 | -487 | -1.86% | Q4 2025 | Feb 05, 2026 |
| Horizon Advisory Services, Inc. | History | Added to | 25,492 | 976 | 0.49% | 0.47% | 301 | +1,337 | 5.54% | Q4 2025 | Jan 29, 2026 |
| OneAscent Financial Services LLC | History | New | 24,709 | 946 | 0.09% | — | 302 | +24,709 | New | Q4 2025 | Feb 11, 2026 |
| SFG Wealth Management, LLC. | History | Reduced | 24,357 | 933 | 0.37% | 0.41% | 303 | -357 | -1.44% | Q4 2025 | Feb 03, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 24,298 | 931 | 0.07% | 0.07% | 304 | -465 | -1.88% | Q4 2025 | Jan 23, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 24,241 | 928 | 0.05% | 0.05% | 305 | +4,302 | 21.58% | Q4 2025 | Feb 10, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Added to | 24,104 | 923 | 0.32% | 0.32% | 306 | +33 | 0.14% | Q4 2025 | Feb 10, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 24,004 | 919 | 0.24% | 0.21% | 307 | +3,690 | 18.16% | Q4 2025 | Jan 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 23,818 | 912 | 0.3% | 0.27% | 308 | +3,248 | 15.79% | Q4 2025 | Jan 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 23,253 | 891 | 0.0% | — | 309 | +23,253 | New | Q4 2025 | Feb 18, 2026 |
| J. Derek Lewis & Associates Inc. | History | New | 23,171 | 887 | 0.21% | — | 311 | +23,171 | New | Q4 2025 | Mar 23, 2026 |
| Barry Investment Advisors, LLC | History | Added to | 23,169 | 887 | 0.2% | 0.19% | 310 | +1,712 | 7.98% | Q4 2025 | Feb 09, 2026 |
| Modern Wealth Management, LLC | History | Added to | 23,136 | 886 | 0.02% | 0.02% | 312 | +2,902 | 14.34% | Q4 2025 | Feb 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 22,875 | 876 | 0.02% | 0.02% | 313 | +365 | 1.62% | Q4 2025 | Feb 09, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Added to | 22,737 | 871 | 0.53% | 0.54% | 314 | +501 | 2.25% | Q4 2025 | Jan 20, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 22,613 | 866 | 0.0% | 0.0% | 315 | +89 | 0.4% | Q4 2025 | Feb 12, 2026 |
| Wagner Wealth Management, Corp | History | New | 22,006 | 843 | 0.83% | — | 316 | +22,006 | New | Q4 2025 | Feb 12, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 21,395 | 819 | 0.03% | 0.03% | 317 | -3,635 | -14.52% | Q4 2025 | Jan 06, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Reduced | 21,396 | 819 | 0.65% | 0.74% | 318 | -1,340 | -5.89% | Q4 2025 | Jan 21, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 20,994 | 804 | 0.11% | — | 319 | +20,994 | New | Q4 2025 | Feb 09, 2026 |
| Triton Wealth Management, PLLC | History | Added to | 19,635 | 799 | 0.3% | 0.22% | 320 | +4,205 | 27.25% | Q4 2025 | Feb 05, 2026 |
| Cottage Street Advisors LLC | History | Added to | 20,580 | 788 | 0.33% | 0.33% | 321 | +320 | 1.58% | Q4 2025 | Jan 26, 2026 |
| Stiles Financial Services Inc | History | Added to | 20,539 | 787 | 0.24% | 0.24% | 322 | +446 | 2.22% | Q4 2025 | Feb 03, 2026 |
| Keystone Financial Group | History | New | 20,502 | 785 | 0.06% | — | 323 | +20,502 | New | Q4 2025 | Feb 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 20,475 | 784 | 0.04% | 0.04% | 324 | +450 | 2.25% | Q4 2025 | Feb 10, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 20,479 | 784 | 0.18% | 0.2% | 325 | -250 | -1.21% | Q4 2025 | Jan 27, 2026 |
| Lighthouse Wealth Management Inc. | History | Reduced | 20,261 | 776 | 0.53% | 0.67% | 326 | -1,321 | -6.12% | Q4 2025 | Jan 15, 2026 |
| Convergence Financial, LLC | History | Reduced | 20,105 | 770 | 0.11% | 0.11% | 327 | -28 | -0.14% | Q4 2025 | Feb 11, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 19,975 | 765 | 0.27% | 0.39% | 328 | +14,807 | 286.51% | Q4 2025 | Jan 20, 2026 |
| Keystone Financial Services, LLC | History | Added to | 19,815 | 759 | 0.52% | 0.52% | 329 | +252 | 1.29% | Q4 2025 | Jan 27, 2026 |
| Vise Technologies, Inc. | History | New | 19,476 | 746 | 0.01% | — | 330 | +19,476 | New | Q4 2025 | Feb 11, 2026 |
| MANCHESTER FINANCIAL INC | History | Added to | 19,333 | 740 | 0.14% | 0.04% | 331 | +13,630 | 239.0% | Q4 2025 | Feb 12, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 19,036 | 729 | 0.5% | 0.5% | 332 | -120 | -0.63% | Q4 2025 | Jan 22, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 18,870 | 723 | 0.0% | — | 333 | +18,870 | New | Q4 2025 | Feb 12, 2026 |
| Strategic Blueprint, LLC | History | Added to | 18,046 | 691 | 0.04% | 0.03% | 334 | +1,463 | 8.82% | Q4 2025 | Jan 30, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 17,997 | 689 | 0.21% | 0.25% | 335 | -2,276 | -11.23% | Q4 2025 | Jan 26, 2026 |
| Premier Private Wealth Management LLC | History | New | 16,644 | 680 | 0.7% | — | 336 | +16,644 | New | Q4 2025 | Feb 11, 2026 |
| Clear Point Advisors Inc. | History | Added to | 17,721 | 679 | 0.53% | 0.52% | 337 | +4 | 0.02% | Q4 2025 | Feb 10, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 16,550 | 671 | 0.02% | 0.01% | 338 | +4,725 | 39.96% | Q4 2025 | Jan 23, 2026 |
| Pitti Group Wealth Management, LLC | History | Reduced | 17,507 | 670 | 0.55% | 0.59% | 339 | -594 | -3.28% | Q4 2025 | Feb 13, 2026 |
| Sovran Advisors, LLC | History | Added to | 16,436 | 667 | 0.06% | 0.05% | 340 | +1 | 0.01% | Q4 2025 | Jan 20, 2026 |
| Krilogy Financial LLC | History | Reduced | 16,344 | 661 | 0.02% | 0.02% | 341 | -546 | -3.23% | Q4 2025 | Jan 27, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | New | 17,060 | 653 | 0.14% | — | 343 | +17,060 | New | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 17,052 | 653 | 0.01% | 0.01% | 342 | +4,030 | 30.95% | Q4 2025 | Feb 11, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 16,581 | 635 | 0.07% | 0.08% | 344 | +5 | 0.03% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 16,549 | 634 | 0.0% | 0.0% | 345 | +5,909 | 55.54% | Q4 2025 | Feb 17, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 16,542 | 633 | 0.31% | 0.33% | 347 | +571 | 3.58% | Q4 2025 | Jan 30, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 16,535 | 633 | 0.05% | 0.05% | 346 | -322 | -1.91% | Q4 2025 | Jan 29, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 16,298 | 624 | 0.24% | 0.24% | 348 | +28 | 0.17% | Q4 2025 | Feb 13, 2026 |
| Frederick Financial Consultants, LLC | History | Added to | 16,161 | 619 | 0.34% | 0.31% | 349 | +1,746 | 12.11% | Q4 2025 | Feb 10, 2026 |
| Directional Asset Management | History | New | 15,891 | 608 | 0.53% | — | 351 | +15,891 | New | Q4 2025 | Jan 29, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 15,881 | 608 | 0.22% | 0.22% | 350 | +208 | 1.33% | Q4 2025 | Jan 26, 2026 |
| Objective Capital Management, LLC | History | Added to | 15,756 | 603 | 0.61% | 0.6% | 352 | +592 | 3.9% | Q4 2025 | Feb 04, 2026 |
| Platform Technology Partners | History | Added to | 15,693 | 601 | 0.13% | 0.13% | 353 | +963 | 6.54% | Q4 2025 | Feb 13, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 15,595 | 597 | 0.01% | 0.01% | 354 | -80 | -0.51% | Q4 2025 | Jan 16, 2026 |
| Rathbones Group PLC | History | Added to | 15,461 | 592 | 0.0% | 0.0% | 355 | +6,232 | 67.53% | Q4 2025 | Feb 06, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 15,361 | 588 | 0.01% | — | 356 | +15,361 | New | Q4 2025 | Feb 17, 2026 |
| Cresset Asset Management, LLC | History | Added to | 15,369 | 588 | 0.0% | 0.0% | 357 | +16 | 0.1% | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | New | 15,283 | 585 | 0.01% | — | 358 | +15,283 | New | Q4 2025 | Mar 12, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 15,283 | 585 | 0.17% | 0.18% | 359 | -533 | -3.37% | Q4 2025 | Feb 09, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 15,085 | 577 | 0.0% | 0.0% | 360 | +251 | 1.69% | Q4 2025 | Jan 27, 2026 |
| IFP Advisors, Inc | History | Added to | 15,014 | 575 | 0.01% | 0.01% | 361 | +5,748 | 62.03% | Q4 2025 | Feb 06, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 14,961 | 573 | 0.11% | 0.12% | 362 | -2,038 | -11.99% | Q4 2025 | Jan 27, 2026 |
| Davis Investment Partners, LLC | History | Reduced | 14,580 | 564 | 0.2% | 0.19% | 363 | -133 | -0.9% | Q4 2025 | Jan 06, 2026 |
| Kaydan Wealth Management, Inc. | History | Added to | 14,671 | 562 | 0.16% | 0.15% | 364 | +1,208 | 8.97% | Q4 2025 | Jan 12, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Reduced | 14,475 | 554 | 0.12% | 0.15% | 365 | -3,154 | -17.89% | Q4 2025 | Jan 22, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 14,426 | 552 | 0.15% | 0.12% | 366 | +192 | 1.35% | Q4 2025 | Jan 12, 2026 |
| Insight Inv LLC | History | Added to | 13,770 | 527 | 0.3% | 0.3% | 367 | +270 | 2.0% | Q4 2025 | Feb 06, 2026 |
| Financial Partners Group, Inc | History | Added to | 12,986 | 524 | 0.06% | 0.05% | 368 | +3,338 | 34.6% | Q4 2025 | Feb 03, 2026 |
| Retirement Planning Group, LLC | History | Added to | 13,670 | 523 | 0.02% | 0.02% | 369 | +417 | 3.15% | Q4 2025 | Feb 03, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 13,542 | 518 | 0.41% | — | 370 | +13,542 | New | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 12,882 | 493 | 0.0% | — | 371 | +12,882 | New | Q4 2025 | Feb 05, 2026 |
| BROWN ADVISORY INC | History | Added to | 12,849 | 492 | 0.0% | 0.0% | 372 | +2,664 | 26.16% | Q4 2025 | Feb 13, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Added to | 12,173 | 477 | 0.4% | 0.37% | 373 | +169 | 1.41% | Q4 2025 | Jan 28, 2026 |
| Advisory Services Network, LLC | History | Reduced | 12,092 | 463 | 0.01% | 0.01% | 374 | -724 | -5.65% | Q4 2025 | Feb 17, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 11,940 | 457 | 0.3% | 0.29% | 376 | +827 | 7.44% | Q4 2025 | Feb 11, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 11,946 | 457 | 0.15% | 0.16% | 375 | +28 | 0.23% | Q4 2025 | Jan 28, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 11,805 | 452 | 0.2% | — | 377 | +11,805 | New | Q4 2025 | Mar 10, 2026 |
| Old Port Advisors | History | No change | 11,696 | 448 | 0.11% | 0.11% | 378 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Allie Family Office LLC | History | Added to | 11,545 | 442 | 0.21% | 0.2% | 379 | +264 | 2.34% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Added to | 11,112 | 425 | 0.01% | 0.01% | 380 | +659 | 6.3% | Q4 2025 | Feb 06, 2026 |
| Cannon Wealth Management Services, LLC | History | Added to | 10,977 | 420 | 0.3% | 0.24% | 382 | +2,475 | 29.11% | Q4 2025 | Jan 27, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 10,964 | 420 | 0.1% | 0.11% | 381 | -94 | -0.85% | Q4 2025 | Feb 02, 2026 |
| Presidio Capital Management, LLC | History | Added to | 10,942 | 419 | 0.13% | 0.15% | 383 | +47 | 0.43% | Q4 2025 | Jan 15, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Added to | 10,913 | 418 | 0.3% | 0.3% | 384 | +8 | 0.07% | Q4 2025 | Jan 14, 2026 |
| Savvy Advisors, Inc. | History | Added to | 10,823 | 414 | 0.01% | 0.02% | 385 | +2,076 | 23.73% | Q4 2025 | Jan 20, 2026 |
| Quad-Cities Investment Group, LLC | History | Reduced | 10,784 | 413 | 0.17% | 0.17% | 386 | -2 | -0.02% | Q4 2025 | Jan 14, 2026 |
| Laraway Financial Advisors Inc | History | Added to | 10,577 | 405 | 0.26% | 0.27% | 387 | +226 | 2.18% | Q4 2025 | Feb 13, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 10,499 | 402 | 0.05% | 0.05% | 388 | +79 | 0.76% | Q4 2025 | Feb 13, 2026 |
| CPC Advisors, LLC | History | Reduced | 10,512 | 402 | 0.04% | 0.04% | 389 | -52 | -0.49% | Q4 2025 | Jan 28, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 10,469 | 401 | 0.05% | 0.05% | 391 | +740 | 7.61% | Q4 2025 | Jan 15, 2026 |
| Impact Partnership Wealth, LLC | History | Reduced | 10,484 | 401 | 0.05% | 0.06% | 390 | -357 | -3.29% | Q4 2025 | Feb 10, 2026 |
| Hidden Cove Wealth Management, LLC | History | Added to | 10,459 | 400 | 0.26% | 0.19% | 392 | +3,028 | 40.75% | Q4 2025 | Feb 02, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 10,284 | 394 | 0.0% | 0.0% | 393 | +80 | 0.78% | Q4 2025 | Jan 05, 2026 |
| JT Stratford LLC | History | No change | 10,053 | 385 | 0.05% | 0.05% | 394 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 9,869 | 378 | 0.01% | 0.01% | 395 | +1,766 | 21.79% | Q4 2025 | Jan 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 9,833 | 376 | 0.0% | — | 396 | +9,833 | New | Q4 2025 | Feb 11, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | Reduced | 9,750 | 373 | 0.24% | 0.28% | 397 | -816 | -7.72% | Q4 2025 | Jan 28, 2026 |
| Headland Capital, LLC | History | Added to | 9,726 | 372 | 0.1% | 0.09% | 398 | +1,346 | 16.06% | Q4 2025 | Jan 28, 2026 |
| Balefire, LLC | History | New | 9,658 | 370 | 0.07% | — | 399 | +9,658 | New | Q4 2025 | Jan 12, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 9,674 | 370 | 0.02% | 0.03% | 400 | -1,788 | -15.6% | Q4 2025 | Jan 20, 2026 |
| Prasad Wealth Partners, LLC | History | Reduced | 9,599 | 367 | 0.1% | 0.11% | 401 | -318 | -3.21% | Q4 2025 | Jan 27, 2026 |
| TFB Advisors LLC | History | No change | 9,402 | 360 | 0.1% | 0.1% | 402 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 9,358 | 358 | 0.06% | 0.06% | 403 | +748 | 8.69% | Q4 2025 | Feb 17, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 9,200 | 352 | 0.03% | 0.02% | 405 | +1,900 | 26.03% | Q4 2025 | Feb 04, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 9,209 | 352 | 0.0% | 0.0% | 404 | +370 | 4.19% | Q4 2025 | Feb 10, 2026 |
| Rothschild Wealth LLC | History | New | 9,059 | 347 | 0.03% | — | 406 | +9,059 | New | Q4 2025 | Feb 17, 2026 |
| Advance Capital Management, Inc. | History | Added to | 8,915 | 341 | 0.01% | 0.01% | 407 | +30 | 0.34% | Q4 2025 | Jan 06, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 8,422 | 340 | 0.06% | 0.05% | 408 | +272 | 3.34% | Q4 2025 | Feb 06, 2026 |
| Second Half Financial Partners, LLC | History | No change | 8,759 | 335 | 0.15% | 0.15% | 409 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Team Financial Group, LLC | History | Reduced | 8,735 | 334 | 0.15% | 0.16% | 411 | -622 | -6.65% | Q4 2025 | Jan 13, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 8,725 | 334 | 0.02% | 0.02% | 410 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Kingdom Financial Group LLC. | History | New | 8,464 | 324 | 0.1% | — | 412 | +8,464 | New | Q4 2025 | Feb 06, 2026 |
| Creative Planning | History | Added to | 8,361 | 320 | 0.0% | 0.0% | 413 | +1,933 | 30.07% | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | No change | 8,307 | 318 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 8,250 | 316 | 0.02% | 0.02% | 415 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| 626 Financial, LLC | History | No change | 8,178 | 313 | 0.13% | 0.14% | 416 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 8,038 | 308 | 0.0% | 1.12% | 417 | +1,670 | 26.22% | Q4 2025 | Feb 17, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 7,975 | 305 | 0.0% | 0.0% | 418 | +1 | 0.01% | Q4 2025 | Feb 18, 2026 |
| Waterfront Wealth Inc. | History | No change | 7,340 | 297 | 0.06% | 0.06% | 419 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Balboa Wealth Partners | History | Added to | 7,708 | 295 | 0.05% | 0.05% | 421 | +133 | 1.76% | Q4 2025 | Jan 16, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | No change | 7,719 | 295 | 0.09% | 0.09% | 420 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| American Financial Advisors, LLC | History | Added to | 7,673 | 294 | 0.04% | 0.04% | 422 | +23 | 0.3% | Q4 2025 | Feb 03, 2026 |
| First City Capital Management, Inc. | History | New | 7,575 | 290 | 0.15% | — | 423 | +7,575 | New | Q4 2025 | Jan 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 7,286 | 279 | 0.0% | — | 425 | +7,286 | New | Q4 2025 | Feb 06, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 7,306 | 279 | 0.05% | 0.05% | 424 | +284 | 4.04% | Q4 2025 | Jan 16, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 7,286 | 279 | 0.01% | 0.02% | 426 | +24 | 0.33% | Q4 2025 | Feb 12, 2026 |
| Next Level Private LLC | History | Added to | 7,218 | 276 | 0.07% | 0.08% | 427 | +3 | 0.04% | Q4 2025 | Jan 07, 2026 |
| 1776 Wealth LLC | History | No change | 7,105 | 272 | 0.1% | 0.1% | 428 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Michels Family Financial, LLC | History | Reduced | 6,979 | 267 | 0.2% | 0.21% | 430 | -133 | -1.87% | Q4 2025 | Feb 19, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 6,978 | 267 | 0.08% | 0.08% | 429 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| ARS Wealth Advisors Group, LLC | History | Reduced | 6,752 | 258 | 0.02% | 0.03% | 431 | -198 | -2.85% | Q4 2025 | Jan 12, 2026 |
| Bulltick Wealth Management, LLC | History | No change | 6,752 | 258 | 0.05% | 0.06% | 432 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 6,562 | 251 | 0.0% | 0.0% | 433 | -1,990 | -23.27% | Q4 2025 | Feb 17, 2026 |
| Integrated Investment Consultants, LLC | History | Added to | 6,505 | 249 | 0.05% | 0.04% | 434 | +472 | 7.82% | Q4 2025 | Mar 03, 2026 |
| Trexquant Investment LP | History | Reduced | 6,455 | 247 | 0.0% | 0.0% | 435 | -813 | -11.19% | Q4 2025 | Feb 17, 2026 |
| CacheTech Inc. | History | No change | 6,310 | 241 | 0.04% | 0.05% | 436 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| SEI INVESTMENTS CO | History | New | 6,265 | 240 | 0.0% | — | 437 | +6,265 | New | Q4 2025 | Feb 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 6,184 | 236 | 0.01% | 0.01% | 438 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| FIRST HORIZON CORP | History | New | 6,157 | 235 | 0.01% | — | 439 | +6,157 | New | Q4 2025 | Jan 27, 2026 |
| WealthCare Investment Partners, LLC | History | New | 6,050 | 234 | 0.07% | — | 440 | +6,050 | New | Q4 2025 | Jan 06, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 6,052 | 231 | 0.08% | — | 441 | +6,052 | New | Q4 2025 | Mar 27, 2026 |
| Quantum Private Wealth, LLC | History | No change | 5,963 | 228 | 0.07% | 0.07% | 442 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| EP Wealth Advisors, LLC | History | New | 5,932 | 227 | 0.0% | — | 443 | +5,932 | New | Q4 2025 | Feb 18, 2026 |
| OMNI 360 Wealth, Inc. | History | Reduced | 5,646 | 226 | 0.12% | 0.12% | 444 | -177 | -3.04% | Q4 2025 | Jan 29, 2026 |
| BREAKTHRU ADVISORY SERVICES, LLC | History | Added to | 5,880 | 225 | 0.14% | 0.14% | 445 | +74 | 1.27% | Q4 2025 | Jan 12, 2026 |
| Sowell Financial Services LLC | History | New | 5,758 | 220 | 0.01% | — | 446 | +5,758 | New | Q4 2025 | Jan 21, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 5,637 | 216 | 0.01% | 0.01% | 447 | -199 | -3.41% | Q4 2025 | Jan 12, 2026 |
| ASSETMARK, INC | History | Added to | 5,592 | 214 | 0.0% | 0.0% | 448 | +656 | 13.29% | Q4 2025 | Jan 23, 2026 |
| Grove Bank & Trust | History | No change | 5,500 | 210 | 0.02% | 0.02% | 449 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | New | 5,324 | 204 | 0.0% | — | 450 | +5,324 | New | Q4 2025 | Feb 06, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 5,323 | 203 | 0.04% | — | 451 | +5,323 | New | Q4 2025 | Feb 18, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 5,091 | 195 | 0.13% | 0.13% | 452 | -14 | -0.27% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 4,844 | 185 | 0.0% | 0.0% | 453 | +2,944 | 154.95% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 4,688 | 179 | 0.0% | 0.0% | 454 | -1,046 | -18.24% | Q4 2025 | Feb 06, 2026 |
| Caldwell Trust Co | History | New | 3,900 | 149 | 0.01% | — | 455 | +3,900 | New | Q4 2025 | Jan 30, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 3,620 | 139 | 0.04% | 0.03% | 456 | +1,630 | 81.91% | Q4 2025 | Feb 10, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 3,572 | 136 | 0.01% | 0.01% | 457 | +4 | 0.11% | Q4 2025 | Feb 20, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 3,137 | 120 | 0.01% | 0.01% | 458 | -396 | -11.21% | Q4 2025 | Feb 13, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 3,015 | 115 | 0.01% | 0.01% | 459 | +815 | 37.05% | Q4 2025 | Feb 11, 2026 |
| Archer Investment Corp | History | Reduced | 2,987 | 114 | 0.03% | 0.03% | 460 | -1,004 | -25.16% | Q4 2025 | Jan 30, 2026 |
| Newbridge Financial Services Group, Inc. | History | New | 2,894 | 110 | 0.02% | — | 461 | +2,894 | New | Q4 2025 | Jan 21, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 2,702 | 103 | 0.11% | 0.09% | 462 | +556 | 25.91% | Q4 2025 | Feb 13, 2026 |
| Bank of Jackson Hole Trust | History | Added to | 2,560 | 98 | 0.05% | 0.01% | 463 | +1,910 | 293.85% | Q4 2025 | Feb 12, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 2,462 | 94 | 0.0% | 0.0% | 464 | +1,500 | 155.93% | Q4 2025 | Feb 04, 2026 |
| Ameliora Wealth Management Ltd. | History | Added to | 2,075 | 79 | 0.02% | 0.02% | 465 | +830 | 66.67% | Q4 2025 | Jan 21, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 2,048 | 78 | 0.04% | 0.04% | 466 | +1 | 0.05% | Q4 2025 | Jan 14, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 2,018 | 77 | 0.05% | 0.08% | 467 | -1,010 | -33.36% | Q4 2025 | Jan 14, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 1,864 | 71 | 0.06% | 0.56% | 468 | -138,607 | -98.67% | Q4 2025 | Feb 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,710 | 65 | 0.0% | 0.0% | 469 | +510 | 42.5% | Q4 2025 | Feb 09, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | New | 1,562 | 59 | 0.0% | — | 470 | +1,562 | New | Q4 2025 | Feb 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,520 | 58 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 1,528 | 58 | 0.05% | 0.06% | 472 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TD Capital Management LLC | History | Added to | 1,410 | 54 | 0.0% | 0.0% | 473 | +57 | 4.21% | Q4 2025 | Feb 26, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 1,276 | 48 | 0.01% | — | 475 | +1,276 | New | Q4 2025 | Feb 05, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 1,267 | 48 | 0.0% | 0.0% | 474 | -56 | -4.23% | Q4 2025 | Jan 20, 2026 |
| Hoese & Co LLP | History | New | 1,244 | 47 | 0.03% | — | 477 | +1,244 | New | Q4 2025 | Jan 14, 2026 |
| Global Trust Asset Management, LLC | History | No change | 1,252 | 47 | 0.02% | 0.02% | 476 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 1,199 | 45 | 0.02% | 0.02% | 478 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Accordant Advisory Group Inc | History | No change | 1,200 | 45 | 0.03% | 0.03% | 479 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,151 | 44 | 0.0% | 0.0% | 480 | +826 | 254.15% | Q4 2025 | Feb 17, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,051 | 40 | 0.01% | 0.01% | 481 | -1 | -0.1% | Q4 2025 | Feb 17, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 1,007 | 38 | 0.01% | 0.06% | 482 | -7,201 | -87.73% | Q4 2025 | Feb 13, 2026 |
| Key FInancial Inc | History | No change | 924 | 35 | 0.01% | 0.01% | 483 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| High Note Wealth, LLC | History | New | 830 | 31 | 0.01% | — | 484 | +830 | New | Q4 2025 | Feb 05, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 788 | 30 | 0.01% | 0.01% | 485 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| EQ WEALTH ADVISORS, LLC | History | New | 781 | 29 | 0.02% | — | 486 | +781 | New | Q4 2025 | Feb 02, 2026 |
| Smartleaf Asset Management LLC | History | New | 734 | 28 | 0.0% | — | 487 | +734 | New | Q4 2025 | Feb 13, 2026 |
| TRUST CO OF VERMONT | History | New | 700 | 26 | 0.0% | — | 488 | +700 | New | Q4 2025 | Jan 16, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 649 | 25 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Oakworth Capital, Inc. | History | New | 650 | 24 | 0.0% | — | 490 | +650 | New | Q4 2025 | Jan 30, 2026 |
| Eagle Bay Advisors LLC | History | New | 642 | 24 | 0.02% | — | 491 | +642 | New | Q4 2025 | Jan 23, 2026 |
| Financial Perspectives, Inc | History | New | 600 | 22 | 0.01% | — | 493 | +600 | New | Q4 2025 | Jan 28, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 576 | 22 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 500 | 19 | 0.0% | — | 494 | +500 | New | Q4 2025 | Feb 06, 2026 |
| BlackRock, Inc. | History | No change | 500 | 19 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kozak & Associates, Inc. | History | Added to | 429 | 17 | 0.0% | 0.0% | 496 | +2 | 0.47% | Q4 2025 | Jan 12, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 420 | 16 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 388 | 14 | 0.01% | 0.0% | 499 | +90 | 30.2% | Q4 2025 | Feb 18, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 379 | 14 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 350 | 13 | 0.0% | — | 500 | +350 | New | Q4 2025 | Feb 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 327 | 12 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| ORG Partners LLC | History | Reduced | 300 | 11 | 0.0% | 0.02% | 503 | -2,750 | -90.16% | Q4 2025 | Jan 14, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 291 | 11 | 0.0% | — | 502 | +290 | 29000.0% | Q4 2025 | Jan 21, 2026 |
| Rossby Financial, LCC | History | Added to | 284 | 10 | 0.0% | 0.0% | 505 | +29 | 11.37% | Q4 2025 | Feb 12, 2026 |
| Sound Income Strategies, LLC | History | No change | 250 | 10 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Park Square Financial Group, LLC | History | New | 257 | 9 | 0.05% | — | 506 | +257 | New | Q4 2025 | Feb 05, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 209 | 8 | 0.0% | — | 507 | +209 | New | Q4 2025 | Jan 20, 2026 |
| MTM Investment Management, LLC | History | No change | 226 | 8 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FIRST COMMUNITY TRUST NA | History | New | 207 | 7 | 0.01% | — | 509 | +207 | New | Q4 2025 | Jan 16, 2026 |
| WHITTIER TRUST CO | History | No change | 200 | 7 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Sawyer & Company, Inc | History | Reduced | 162 | 6 | 0.0% | 0.0% | 511 | -195 | -54.62% | Q4 2025 | Feb 02, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 138 | 5 | 0.0% | — | 512 | +138 | New | Q4 2025 | Jan 22, 2026 |
| OPTIMA CAPITAL LLC | History | New | 136 | 5 | 0.0% | — | 513 | +136 | New | Q4 2025 | Jan 23, 2026 |
| Ankerstar Wealth, LLC | History | New | 120 | 4 | 0.0% | — | 514 | +120 | New | Q4 2025 | Feb 12, 2026 |
| Aventura Private Wealth, LLC | History | Reduced | 100 | 3 | 0.0% | 0.0% | 515 | -150 | -60.0% | Q4 2025 | Jan 07, 2026 |
| Bernard Wealth Management Corp. | History | No change | 74 | 2 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Signature Equity Partners, LLC | History | New | 39 | 1 | 0.0% | — | 518 | +39 | New | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | No change | 29 | 1 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -295,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -189,188 | -100.0% | Q3 2025 | Nov 10, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -77,486 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Concorde Asset Management, LLC | History | Closed out | 0 | 0 | — | 1.09% | — | -68,727 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -50,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| LifeWealth Investments, LLC | History | Closed out | 0 | 0 | — | 0.44% | — | -35,459 | -100.0% | Q3 2025 | Jan 26, 2026 |
| Laidlaw Wealth Management LLC | History | Closed out | 0 | 0 | — | 2.08% | — | -22,946 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,424 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -17,015 | -100.0% | Q3 2025 | Nov 13, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,200 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.04% | — | -8,673 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,244 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MinichMacGregor Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -6,212 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Ethos Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,535 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Faithward Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,358 | -100.0% | Q3 2025 | Nov 19, 2025 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.0% | — | -5,348 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Icon Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,775 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Princeton Global Asset Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -951 | -100.0% | Q3 2025 | Oct 09, 2025 |
| GoalVest Advisory LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -669 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Center for Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -482 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Anfield Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -450 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FIFTH THIRD BANCORP | History | Closed out | 0 | 0 | — | 0.0% | — | -294 | -100.0% | Q3 2025 | Nov 07, 2025 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Game Plan Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -99 | -100.0% | Q3 2025 | Oct 29, 2025 |
| VAN ECK ASSOCIATES CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Morton Brown Family Wealth, LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Jan 28, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 11 | 0 | — | — | — | +3 | 37.5% | Q4 2025 | Feb 03, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| New Millennium Group LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Coston, McIsaac & Partners | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Tidemark, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |