Global X Funds - SHLD
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 7,313,723 | 473,856 | 0.03% | 0.03% | 1 | +976,458 | 15.41% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 3,658,321 | 237,022 | 0.06% | 0.07% | 2 | +466,771 | 14.63% | Q4 2025 | Feb 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 2,776,142 | 180,408 | 0.27% | 0.25% | 3 | +546,078 | 24.49% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 2,673,833 | 173,237 | 0.01% | 0.01% | 4 | +334,218 | 14.29% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,489,866 | 161,318 | 0.01% | 0.01% | 5 | +190,394 | 8.28% | Q4 2025 | Feb 11, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 1,850,265 | 120,082 | 1.04% | 0.0% | 6 | +1,850,000 | 698113.21% | Q4 2025 | Feb 03, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 816,083 | 53,076 | 0.09% | 0.09% | 7 | +145,350 | 21.67% | Q4 2025 | Feb 05, 2026 |
| SOFI WEALTH, LLC | History | Added to | 790,079 | 51,189 | 2.55% | 2.16% | 8 | +219,880 | 38.56% | Q4 2025 | Jan 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 689,419 | 44,666 | 0.07% | 0.05% | 9 | +92,808 | 15.56% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 652,499 | 42,275 | 0.01% | 0.01% | 10 | +89,434 | 15.88% | Q4 2025 | Feb 10, 2026 |
| Parkway Wealth Management Group, LLC | History | New | 627,234 | 40,638 | 5.45% | — | 11 | +627,234 | New | Q4 2025 | Feb 10, 2026 |
| Merit Financial Group, LLC | History | Added to | 593,799 | 38,472 | 0.31% | 0.3% | 12 | +128,254 | 27.55% | Q4 2025 | Jan 26, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 582,564 | 37,744 | 0.01% | 0.01% | 13 | +88,740 | 17.97% | Q4 2025 | Feb 18, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 548,690 | 35,549 | 0.35% | 0.36% | 14 | +45,619 | 9.07% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 546,365 | 35,398 | 0.19% | 0.0% | 15 | +536,643 | 5519.88% | Q4 2025 | Jan 29, 2026 |
| ROYAL BANK OF CANADA | History | New | 545,474 | 35,341 | 0.01% | — | 16 | +545,474 | New | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 512,658 | 33,215 | 0.04% | 0.03% | 17 | +103,202 | 25.2% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 510,499 | 33,075 | 0.03% | 0.03% | 18 | +27,903 | 5.78% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Added to | 403,254 | 26,126 | 0.15% | 0.18% | 19 | +11,398 | 2.91% | Q4 2025 | Jan 26, 2026 |
| NewEdge Advisors, LLC | History | Added to | 375,784 | 24,347 | 0.09% | 0.1% | 20 | +67,497 | 21.89% | Q4 2025 | Feb 18, 2026 |
| Advocacy Wealth Management, LLC | History | Added to | 374,775 | 24,281 | 1.02% | 1.09% | 21 | +18,552 | 5.21% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Added to | 342,451 | 22,187 | 0.0% | 0.0% | 22 | +9,603 | 2.89% | Q4 2025 | Jan 29, 2026 |
| Bensler, LLC | History | New | 332,479 | 21,541 | 2.16% | — | 23 | +332,479 | New | Q4 2025 | Feb 04, 2026 |
| Quadrature Capital Ltd | History | Reduced | 330,671 | 21,424 | 0.22% | 0.33% | 24 | -68,550 | -17.17% | Q4 2025 | Feb 17, 2026 |
| Fullerton Fund Management Co Ltd. | History | New | 327,718 | 21,232 | 0.93% | — | 25 | +327,718 | New | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 326,176 | 21,132 | 0.01% | 0.01% | 26 | +162,080 | 98.77% | Q4 2025 | Feb 10, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 324,476 | 21,021 | 0.23% | 0.26% | 27 | -8,548 | -2.57% | Q4 2025 | Feb 02, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 297,050 | 19,245 | 0.05% | 0.01% | 28 | +252,890 | 572.67% | Q4 2025 | Jan 26, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 243,847 | 15,798 | 0.01% | 0.0% | 29 | +83,562 | 52.13% | Q4 2025 | Feb 12, 2026 |
| Ascent Group, LLC | History | Added to | 233,933 | 15,156 | 0.52% | 0.56% | 30 | +9,883 | 4.41% | Q4 2025 | Jan 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 226,465 | 14,672 | 0.04% | 0.04% | 31 | +23,004 | 11.31% | Q4 2025 | Feb 13, 2026 |
| Austin Private Wealth, LLC | History | Added to | 213,820 | 13,853 | 1.03% | 1.07% | 32 | +12,559 | 6.24% | Q4 2025 | Jan 20, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 205,907 | 13,340 | 1.34% | 1.92% | 33 | +2,798 | 1.38% | Q4 2025 | Jan 12, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 194,061 | 12,573 | 0.3% | 0.28% | 34 | +30,217 | 18.44% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 180,116 | 11,670 | 0.03% | 0.03% | 35 | +13,415 | 8.05% | Q4 2025 | Feb 05, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 176,905 | 11,461 | 0.14% | 0.07% | 36 | +60,182 | 51.56% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 175,446 | 11,367 | 0.02% | 0.02% | 37 | -29,520 | -14.4% | Q4 2025 | Feb 12, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | New | 167,950 | 10,881 | 1.28% | — | 38 | +167,950 | New | Q4 2025 | Feb 03, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 166,093 | 10,761 | 0.64% | 0.53% | 40 | +35,598 | 27.28% | Q4 2025 | Jan 20, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Added to | 166,092 | 10,761 | 0.69% | 0.72% | 39 | +11,085 | 7.15% | Q4 2025 | Feb 04, 2026 |
| POTENTIA WEALTH | History | Reduced | 163,989 | 10,624 | 3.89% | 5.09% | 41 | -25,993 | -13.68% | Q4 2025 | Feb 13, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 162,478 | 10,526 | 0.98% | 1.01% | 42 | +11,589 | 7.68% | Q4 2025 | Feb 10, 2026 |
| Goldstein Advisors, LLC | History | Added to | 161,795 | 10,482 | 1.19% | 1.34% | 43 | +4,698 | 2.99% | Q4 2025 | Feb 10, 2026 |
| Proficio Capital Partners LLC | History | Added to | 150,537 | 9,753 | 0.68% | 0.52% | 44 | +43,545 | 40.7% | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 144,468 | 9,360 | 0.05% | 0.05% | 45 | +17,874 | 14.12% | Q4 2025 | Feb 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 135,091 | 8,752 | 0.1% | 0.1% | 46 | +19,521 | 16.89% | Q4 2025 | Jan 20, 2026 |
| West Wealth Group, LLC | History | Added to | 133,604 | 8,656 | 1.8% | 1.84% | 47 | +11,420 | 9.35% | Q4 2025 | Jan 26, 2026 |
| OAK FAMILY ADVISORS, LLC | History | Reduced | 132,309 | 8,572 | 2.35% | 2.36% | 48 | -2,315 | -1.72% | Q4 2025 | Feb 03, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 131,438 | 8,515 | 0.13% | 0.13% | 49 | -1,785 | -1.34% | Q4 2025 | Jan 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 130,616 | 8,462 | 0.0% | 0.0% | 50 | +25,411 | 24.15% | Q4 2025 | Feb 17, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Reduced | 129,437 | 8,386 | 2.0% | 2.63% | 51 | -32,994 | -20.31% | Q4 2025 | Feb 13, 2026 |
| Riggs Asset Managment Co. Inc. | History | Added to | 125,840 | 8,153 | 1.64% | 1.9% | 52 | +1,175 | 0.94% | Q4 2025 | Jan 29, 2026 |
| MA Private Wealth | History | New | 120,709 | 7,820 | 1.3% | — | 53 | +120,709 | New | Q4 2025 | Feb 03, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 118,735 | 7,692 | 0.16% | 0.11% | 54 | +53,975 | 83.35% | Q4 2025 | Feb 03, 2026 |
| Sterling Manor Financial, LLC | History | Added to | 117,253 | 7,596 | 4.74% | 5.13% | 55 | +1,320 | 1.14% | Q4 2025 | Jan 07, 2026 |
| Private Advisor Group, LLC | History | Added to | 115,632 | 7,491 | 0.04% | 0.03% | 56 | +32,206 | 38.6% | Q4 2025 | Feb 17, 2026 |
| WJ Wealth Management, LLC | History | Added to | 112,904 | 7,315 | 3.2% | 3.39% | 57 | +75 | 0.07% | Q4 2025 | Feb 05, 2026 |
| Phoenix Financial Ltd. | History | Reduced | 110,414 | 7,155 | 0.08% | 0.11% | 58 | -12,674 | -10.3% | Q4 2025 | Feb 05, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 108,870 | 7,053 | 1.26% | 1.48% | 59 | +409 | 0.38% | Q4 2025 | Feb 06, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 107,980 | 6,996 | 0.13% | 0.1% | 60 | +35,125 | 48.21% | Q4 2025 | Jan 16, 2026 |
| EQ LLC | History | Added to | 107,991 | 6,996 | 2.02% | 2.11% | 61 | +19,483 | 22.01% | Q4 2025 | Feb 10, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 107,476 | 6,963 | 0.51% | 0.46% | 62 | +16,863 | 18.61% | Q4 2025 | Feb 10, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 105,426 | 6,830 | 0.0% | 0.0% | 63 | -25,623 | -19.55% | Q4 2025 | Feb 12, 2026 |
| Dynasty Wealth Management, LLC | History | New | 104,257 | 6,754 | 0.07% | — | 64 | +104,257 | New | Q4 2025 | Feb 10, 2026 |
| KWB Wealth | History | New | 103,665 | 6,716 | 0.64% | — | 65 | +103,665 | New | Q4 2025 | Jan 12, 2026 |
| Stonebrook Private Inc. | History | Added to | 101,969 | 6,606 | 1.38% | 0.17% | 66 | +90,502 | 789.24% | Q4 2025 | Feb 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 101,386 | 6,569 | 0.06% | 0.04% | 67 | +22,263 | 28.14% | Q4 2025 | Jan 05, 2026 |
| Kelly Financial Services LLC | History | Added to | 101,230 | 6,558 | 1.64% | 1.74% | 68 | +5,625 | 5.88% | Q4 2025 | Jan 13, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 100,556 | 6,515 | 0.62% | 0.67% | 69 | +27,053 | 36.81% | Q4 2025 | Jan 22, 2026 |
| Millington Financial Advisors, LLC | History | New | 88,103 | 6,419 | 2.84% | — | 70 | +88,103 | New | Q4 2025 | Feb 09, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 98,294 | 6,368 | 0.01% | 0.01% | 71 | -10,538 | -9.68% | Q4 2025 | Feb 17, 2026 |
| Security Financial Services, INC. | History | Reduced | 95,797 | 6,206 | 0.97% | 1.22% | 72 | -11,884 | -11.04% | Q4 2025 | Jan 27, 2026 |
| Sharkey, Howes & Javer | History | Added to | 93,360 | 6,048 | 0.77% | 0.81% | 73 | +3,223 | 3.58% | Q4 2025 | Jan 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 91,300 | 5,915 | 0.0% | 0.0% | 74 | +2,907 | 3.29% | Q4 2025 | Feb 17, 2026 |
| Scarborough Advisors, LLC | History | Added to | 90,934 | 5,891 | 0.99% | 1.09% | 75 | +3,044 | 3.46% | Q4 2025 | Feb 17, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 90,077 | 5,836 | 1.11% | 1.18% | 76 | +3,754 | 4.35% | Q4 2025 | Feb 12, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 89,275 | 5,784 | 0.75% | 0.79% | 77 | +5,906 | 7.08% | Q4 2025 | Feb 05, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 88,780 | 5,753 | 0.87% | 0.9% | 78 | +4,779 | 5.69% | Q4 2025 | Jan 27, 2026 |
| Stokes Family Office, LLC | History | Added to | 88,623 | 5,741 | 0.53% | 0.58% | 79 | +2,387 | 2.77% | Q4 2025 | Feb 18, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 85,321 | 5,527 | 0.34% | 0.03% | 80 | +79,387 | 1337.83% | Q4 2025 | Feb 11, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 83,244 | 5,393 | 0.75% | 0.77% | 81 | +6,705 | 8.76% | Q4 2025 | Jan 29, 2026 |
| StoneCrest Wealth Management, Inc. | History | Added to | 82,498 | 5,345 | 2.16% | 2.36% | 82 | +5,842 | 7.62% | Q4 2025 | Jan 16, 2026 |
| Strategic Blueprint, LLC | History | Added to | 82,283 | 5,331 | 0.31% | 0.17% | 83 | +26,968 | 48.75% | Q4 2025 | Jan 30, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 81,857 | 5,303 | 0.01% | 0.01% | 84 | +9,638 | 13.35% | Q4 2025 | Feb 10, 2026 |
| Keystone Financial Group | History | Added to | 80,283 | 5,201 | 0.38% | 0.4% | 85 | +6,174 | 8.33% | Q4 2025 | Feb 06, 2026 |
| EWA, LLC | History | Added to | 77,732 | 5,036 | 1.23% | 1.41% | 86 | +5,227 | 7.21% | Q4 2025 | Feb 03, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 77,000 | 4,988 | 0.01% | 0.01% | 87 | +12,702 | 19.75% | Q4 2025 | Mar 16, 2026 |
| Arax Advisory Partners | History | New | 76,702 | 4,969 | 0.14% | — | 88 | +76,702 | New | Q4 2025 | Feb 13, 2026 |
| Foguth Wealth Management, LLC. | History | New | 74,550 | 4,952 | 0.77% | — | 89 | +74,550 | New | Q4 2025 | Jan 05, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Added to | 75,336 | 4,881 | 1.46% | 1.58% | 90 | +4,192 | 5.89% | Q4 2025 | Jan 23, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 74,350 | 4,817 | 0.55% | 0.68% | 91 | -8,008 | -9.72% | Q4 2025 | Jan 29, 2026 |
| Ancora Advisors LLC | History | Added to | 73,505 | 4,762 | 0.1% | 0.03% | 92 | +50,203 | 215.45% | Q4 2025 | Feb 17, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 72,074 | 4,669 | 0.51% | 0.58% | 93 | -3,224 | -4.28% | Q4 2025 | Jan 29, 2026 |
| MCMORGAN & CO LLC | History | Added to | 71,810 | 4,652 | 0.77% | 0.74% | 94 | +3,813 | 5.61% | Q4 2025 | Feb 11, 2026 |
| TSFG, LLC | History | Added to | 71,740 | 4,648 | 0.69% | 0.56% | 95 | +21,216 | 41.99% | Q4 2025 | Feb 04, 2026 |
| BEACON FINANCIAL GROUP | History | New | 70,630 | 4,576 | 0.46% | — | 96 | +70,630 | New | Q4 2025 | Apr 01, 2026 |
| Buttonwood Financial Group, LLC | History | Reduced | 60,534 | 4,548 | 2.42% | 3.25% | 97 | -46,176 | -43.27% | Q4 2025 | Jan 13, 2026 |
| Cardinal Strategic Wealth Guidance | History | New | 69,193 | 4,483 | 1.17% | — | 98 | +69,193 | New | Q4 2025 | Jan 27, 2026 |
| One Wealth Advisors, LLC | History | Added to | 67,403 | 4,367 | 0.53% | 0.53% | 99 | +6,977 | 11.55% | Q4 2025 | Feb 02, 2026 |
| ONE Advisory Partners, LLC | History | Added to | 66,828 | 4,329 | 1.31% | 1.33% | 100 | +3,469 | 5.48% | Q4 2025 | Jan 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 63,218 | 4,095 | 0.06% | 0.05% | 101 | +17,323 | 37.74% | Q4 2025 | Feb 12, 2026 |
| Mariner, LLC | History | Reduced | 63,164 | 4,092 | 0.0% | 0.01% | 102 | -9,463 | -13.03% | Q4 2025 | Feb 13, 2026 |
| Midwest Capital Advisors, LLC | History | Added to | 63,149 | 4,091 | 1.96% | 1.99% | 103 | +4,273 | 7.26% | Q4 2025 | Jan 29, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 61,887 | 4,009 | 0.05% | 0.02% | 104 | +36,020 | 139.25% | Q4 2025 | Jan 29, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | Reduced | 61,594 | 3,990 | 0.84% | 0.84% | 105 | -10,709 | -14.81% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | Added to | 59,521 | 3,856 | 0.01% | 0.01% | 106 | +18,335 | 44.52% | Q4 2025 | Feb 17, 2026 |
| Ameliora Wealth Management Ltd. | History | Added to | 58,658 | 3,800 | 1.16% | 1.21% | 107 | +7,008 | 13.57% | Q4 2025 | Jan 21, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 57,004 | 3,693 | 0.05% | 0.05% | 108 | -5,579 | -8.91% | Q4 2025 | Feb 02, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 56,264 | 3,645 | 0.0% | 0.0% | 109 | +13,045 | 30.18% | Q4 2025 | Feb 02, 2026 |
| LOOMIS SAYLES & CO L P | History | Added to | 55,800 | 3,615 | 0.0% | 0.0% | 110 | +24,100 | 76.03% | Q4 2025 | Feb 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 55,326 | 3,584 | 0.04% | 0.05% | 111 | +14,341 | 34.99% | Q4 2025 | Jan 29, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 55,284 | 3,581 | 0.01% | 0.01% | 112 | +16,580 | 42.84% | Q4 2025 | Feb 13, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 53,218 | 3,448 | 0.27% | 0.3% | 113 | +1,120 | 2.15% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 51,362 | 3,327 | 0.0% | 0.0% | 114 | +1,382 | 2.77% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 51,082 | 3,309 | 0.04% | 0.02% | 115 | +34,409 | 206.38% | Q4 2025 | Jan 23, 2026 |
| NWAM LLC | History | Added to | 42,937 | 3,270 | 0.18% | 0.03% | 116 | +34,167 | 389.59% | Q4 2025 | Feb 04, 2026 |
| BUSH INVESTMENT GROUP, LLC | History | Added to | 49,620 | 3,214 | 1.8% | 1.99% | 117 | +1,910 | 4.0% | Q4 2025 | Mar 05, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 49,068 | 3,179 | 0.11% | 0.13% | 118 | -621 | -1.25% | Q4 2025 | Jan 27, 2026 |
| Vise Technologies, Inc. | History | Added to | 48,881 | 3,167 | 0.06% | 0.08% | 119 | +17,337 | 54.96% | Q4 2025 | Feb 11, 2026 |
| EHRLICH FINANCIAL GROUP | History | Added to | 48,465 | 3,140 | 1.79% | 0.14% | 120 | +45,039 | 1314.62% | Q4 2025 | Jan 06, 2026 |
| May Hill Capital, LLC | History | Added to | 47,998 | 3,109 | 0.41% | 0.23% | 121 | +36,759 | 327.07% | Q4 2025 | Feb 05, 2026 |
| Claro Advisors Inc. | History | Added to | 47,290 | 3,063 | 0.42% | 0.43% | 122 | +5,387 | 12.86% | Q4 2025 | Feb 17, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Added to | 46,439 | 3,008 | 0.65% | 0.05% | 123 | +43,388 | 1422.09% | Q4 2025 | Feb 02, 2026 |
| Apeiron RIA LLC | History | Added to | 41,352 | 2,930 | 0.59% | 0.2% | 124 | +28,053 | 210.94% | Q4 2025 | Feb 03, 2026 |
| TSA Wealth Managment LLC | History | Added to | 44,943 | 2,911 | 0.96% | 0.9% | 125 | +7,409 | 19.74% | Q4 2025 | Jan 22, 2026 |
| HERBST GROUP, LLC | History | Reduced | 44,362 | 2,874 | 1.69% | 2.24% | 126 | -6,960 | -13.56% | Q4 2025 | Jan 16, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 44,178 | 2,862 | 1.03% | 1.3% | 127 | -6,088 | -12.11% | Q4 2025 | Feb 10, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | New | 43,818 | 2,838 | 1.27% | — | 128 | +43,818 | New | Q4 2025 | Feb 06, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 43,748 | 2,834 | 0.39% | 0.42% | 129 | +6,821 | 18.47% | Q4 2025 | Jan 14, 2026 |
| Fortis Advisors, LLC | History | Reduced | 42,785 | 2,772 | 1.5% | 1.69% | 130 | -79 | -0.18% | Q4 2025 | Feb 10, 2026 |
| Equitable Holdings, Inc. | History | Added to | 42,667 | 2,764 | 0.02% | 0.02% | 131 | +5,862 | 15.93% | Q4 2025 | Feb 17, 2026 |
| JT Stratford LLC | History | Added to | 42,235 | 2,736 | 0.35% | 0.05% | 132 | +36,771 | 672.97% | Q4 2025 | Feb 12, 2026 |
| Nikulski Financial, Inc. | History | New | 40,900 | 2,650 | 0.63% | — | 133 | +40,900 | New | Q4 2025 | Jan 15, 2026 |
| Hobbs Wealth Management, LLC | History | Added to | 40,513 | 2,624 | 2.55% | 2.14% | 134 | +4,252 | 11.73% | Q4 2025 | Jan 29, 2026 |
| Avid Wealth Partners LLC | History | New | 40,258 | 2,608 | 1.27% | — | 135 | +40,258 | New | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 40,107 | 2,598 | 0.09% | 0.1% | 136 | +1,189 | 3.06% | Q4 2025 | Jan 13, 2026 |
| Great Diamond Partners, LLC | History | Added to | 39,536 | 2,561 | 0.49% | 0.54% | 137 | +197 | 0.5% | Q4 2025 | Feb 06, 2026 |
| HighTower Advisors, LLC | History | Added to | 38,806 | 2,514 | 0.0% | 0.0% | 138 | +14,553 | 60.0% | Q4 2025 | Feb 06, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 36,593 | 2,370 | 0.06% | 0.07% | 139 | +2,177 | 6.33% | Q4 2025 | Jan 23, 2026 |
| ASSETMARK, INC | History | Added to | 36,253 | 2,348 | 0.0% | 0.0% | 140 | +5,403 | 17.51% | Q4 2025 | Jan 23, 2026 |
| Clear Creek Financial Management, LLC | History | New | 35,842 | 2,322 | 0.19% | — | 141 | +35,842 | New | Q4 2025 | Jan 23, 2026 |
| Van Hulzen Asset Management, LLC | History | New | 35,589 | 2,305 | 0.17% | — | 142 | +35,589 | New | Q4 2025 | Feb 06, 2026 |
| Embree Financial Group | History | Added to | 35,433 | 2,295 | 0.28% | 0.11% | 143 | +23,641 | 200.48% | Q4 2025 | Jan 14, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 35,259 | 2,284 | 0.53% | 0.47% | 144 | +355 | 1.02% | Q4 2025 | Feb 17, 2026 |
| BANK HAPOALIM BM | History | Reduced | 35,118 | 2,275 | 0.2% | 0.38% | 145 | -8,723 | -19.9% | Q4 2025 | Feb 17, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 33,993 | 2,202 | 0.47% | 0.12% | 146 | +28,888 | 565.88% | Q4 2025 | Feb 12, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 33,710 | 2,192 | 0.16% | 0.2% | 147 | -3,224 | -8.73% | Q4 2025 | Jan 20, 2026 |
| SWP FINANCIAL LLC | History | Added to | 33,813 | 2,190 | 1.1% | 1.13% | 148 | +2,317 | 7.36% | Q4 2025 | Jan 16, 2026 |
| Synergy Investment Management, LLC | History | Added to | 33,155 | 2,148 | 0.76% | 0.88% | 149 | +476 | 1.46% | Q4 2025 | Feb 06, 2026 |
| Inspire Advisors, LLC | History | Added to | 33,133 | 2,146 | 0.2% | 0.11% | 150 | +16,661 | 101.15% | Q4 2025 | Feb 13, 2026 |
| Financial Sense Advisors, Inc. | History | Reduced | 33,027 | 2,139 | 0.39% | 0.8% | 151 | -33,664 | -50.48% | Q4 2025 | Feb 13, 2026 |
| WT Wealth Management | History | New | 32,734 | 2,120 | 0.61% | — | 152 | +32,734 | New | Q4 2025 | Feb 02, 2026 |
| Solstein Capital, LLC | History | Added to | 32,659 | 2,115 | 0.85% | 0.39% | 153 | +8,249 | 33.79% | Q4 2025 | Feb 13, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 32,510 | 2,114 | 0.35% | 0.44% | 154 | -2,012 | -5.83% | Q4 2025 | Jan 26, 2026 |
| Virtus Family Office LLC | History | Reduced | 32,503 | 2,113 | 1.82% | 3.18% | 155 | -15,862 | -32.8% | Q4 2025 | Feb 03, 2026 |
| Financial Partners Group, Inc | History | Added to | 27,948 | 2,102 | 0.24% | 0.21% | 156 | +3,578 | 14.68% | Q4 2025 | Feb 03, 2026 |
| Maia Wealth LLC | History | Reduced | 29,537 | 2,099 | 0.36% | 0.38% | 157 | -3,780 | -11.35% | Q4 2025 | Feb 17, 2026 |
| Bison Wealth, LLC | History | New | 28,672 | 2,097 | 0.24% | — | 158 | +28,672 | New | Q4 2025 | Mar 24, 2026 |
| PFG Advisors | History | Added to | 31,132 | 2,017 | 0.1% | 0.07% | 159 | +5,957 | 23.66% | Q4 2025 | Jan 27, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Added to | 30,559 | 1,979 | 0.03% | 0.03% | 160 | +4,511 | 17.32% | Q4 2025 | Feb 17, 2026 |
| Scissortail Wealth Management, LLC | History | Added to | 29,653 | 1,921 | 0.44% | 0.45% | 161 | +401 | 1.37% | Q4 2025 | Jan 29, 2026 |
| IHT Wealth Management, LLC | History | Added to | 29,638 | 1,920 | 0.05% | 0.04% | 162 | +8,263 | 38.66% | Q4 2025 | Feb 17, 2026 |
| Accel Wealth Management | History | Added to | 29,454 | 1,908 | 0.52% | 0.5% | 163 | +5,165 | 21.26% | Q4 2025 | Jan 20, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 29,188 | 1,891 | 0.23% | 0.26% | 164 | +239 | 0.83% | Q4 2025 | Jan 13, 2026 |
| Transcendent Capital Group LLC | History | New | 28,311 | 1,834 | 0.83% | — | 165 | +28,311 | New | Q4 2025 | Jan 26, 2026 |
| Inscription Capital, LLC | History | Added to | 28,134 | 1,822 | 0.19% | 0.16% | 166 | +6,749 | 31.56% | Q4 2025 | Jan 29, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 28,043 | 1,816 | 0.58% | 0.6% | 167 | +2,624 | 10.32% | Q4 2025 | Feb 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 27,959 | 1,811 | 0.01% | 0.01% | 168 | +1,217 | 4.55% | Q4 2025 | Jan 29, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 27,797 | 1,800 | 0.03% | 0.05% | 169 | -1,662 | -5.64% | Q4 2025 | Feb 09, 2026 |
| ArborFi Advisors, LLC | History | Added to | 27,706 | 1,795 | 1.46% | 0.99% | 170 | +10,319 | 59.35% | Q4 2025 | Jan 29, 2026 |
| BROWN ADVISORY INC | History | Added to | 27,502 | 1,781 | 0.0% | 0.0% | 171 | +8,061 | 41.46% | Q4 2025 | Feb 13, 2026 |
| World Investment Advisors | History | Reduced | 27,422 | 1,776 | 0.03% | 0.06% | 172 | -14,147 | -34.03% | Q4 2025 | Mar 12, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 27,195 | 1,761 | 0.01% | 0.01% | 173 | -1,123 | -3.97% | Q4 2025 | Jan 27, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 27,082 | 1,754 | 0.28% | 0.25% | 174 | +6,911 | 34.26% | Q4 2025 | Jan 23, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | New | 26,873 | 1,741 | 0.8% | — | 175 | +26,873 | New | Q4 2025 | Feb 17, 2026 |
| Carter Financial Group, INC. | History | Added to | 26,264 | 1,707 | 1.01% | 1.04% | 176 | +1,675 | 6.81% | Q4 2025 | Feb 13, 2026 |
| Csenge Advisory Group | History | Added to | 25,682 | 1,663 | 0.08% | 0.08% | 177 | +2,532 | 10.94% | Q4 2025 | Feb 06, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 25,632 | 1,660 | 0.38% | 0.05% | 178 | +22,331 | 676.49% | Q4 2025 | Jan 21, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | New | 25,433 | 1,647 | 0.44% | — | 179 | +25,433 | New | Q4 2025 | Jan 12, 2026 |
| Bedminster, LLC | History | New | 25,089 | 1,625 | 1.49% | — | 180 | +25,089 | New | Q4 2025 | Feb 05, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 23,835 | 1,544 | 0.01% | 0.01% | 181 | +4,624 | 24.07% | Q4 2025 | Feb 12, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 23,829 | 1,543 | 0.17% | 0.14% | 182 | +7,126 | 42.66% | Q4 2025 | Jan 08, 2026 |
| Terra Nova Asset Management LLC | History | Reduced | 23,806 | 1,542 | 1.02% | 1.22% | 183 | -3,651 | -13.3% | Q4 2025 | Jan 14, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Added to | 23,697 | 1,535 | 0.79% | 0.89% | 184 | +1,286 | 5.74% | Q4 2025 | Feb 10, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 23,564 | 1,526 | 0.55% | 0.6% | 185 | +321 | 1.38% | Q4 2025 | Jan 26, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 23,495 | 1,522 | 0.04% | 0.08% | 186 | +5,484 | 30.45% | Q4 2025 | Feb 10, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 22,982 | 1,504 | 0.97% | 0.9% | 187 | +3,362 | 17.14% | Q4 2025 | Feb 04, 2026 |
| IFP Advisors, Inc | History | Added to | 23,130 | 1,498 | 0.03% | 0.02% | 188 | +11,126 | 92.69% | Q4 2025 | Feb 06, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Added to | 23,103 | 1,496 | 0.99% | 0.41% | 189 | +14,008 | 154.02% | Q4 2025 | Feb 10, 2026 |
| A4 Wealth Advisors LLC | History | Added to | 22,729 | 1,472 | 1.27% | 0.81% | 190 | +8,981 | 65.33% | Q4 2025 | Feb 13, 2026 |
| MGB Wealth Management, LLC | History | Added to | 22,693 | 1,470 | 0.42% | 0.4% | 191 | +2,649 | 13.22% | Q4 2025 | Feb 17, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Added to | 22,095 | 1,431 | 0.89% | 0.33% | 192 | +14,603 | 194.91% | Q4 2025 | Jan 12, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | No change | 22,050 | 1,428 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Added to | 22,037 | 1,427 | 0.45% | 0.14% | 194 | +13,855 | 169.34% | Q4 2025 | Feb 02, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 22,025 | 1,427 | 0.4% | 0.24% | 195 | +9,273 | 72.72% | Q4 2025 | Jan 15, 2026 |
| Braun-Bostich & Associates Inc. | History | Added to | 21,766 | 1,410 | 0.87% | 0.85% | 196 | +2,477 | 12.84% | Q4 2025 | Jan 14, 2026 |
| Daviman Financial, LLC | History | New | 21,395 | 1,386 | 0.81% | — | 197 | +21,395 | New | Q4 2025 | Feb 06, 2026 |
| Owen LaRue, LLC | History | Reduced | 21,027 | 1,362 | 0.52% | 1.03% | 199 | -16,269 | -43.62% | Q4 2025 | Feb 05, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 21,032 | 1,362 | 0.1% | 0.1% | 198 | +2,151 | 11.39% | Q4 2025 | Feb 11, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 20,735 | 1,343 | 0.08% | 0.09% | 200 | +298 | 1.46% | Q4 2025 | Feb 10, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | New | 17,201 | 1,310 | 1.14% | — | 201 | +17,201 | New | Q4 2025 | Feb 11, 2026 |
| Atria Investments, Inc | History | Reduced | 20,043 | 1,298 | 0.01% | 0.02% | 202 | -6,561 | -24.66% | Q4 2025 | Feb 05, 2026 |
| Mutual Advisors, LLC | History | Added to | 19,421 | 1,258 | 0.03% | 0.01% | 203 | +13,274 | 215.94% | Q4 2025 | Feb 02, 2026 |
| First International Bank of Israel Ltd. | History | Reduced | 19,145 | 1,240 | 0.59% | 1.0% | 204 | -6,001 | -23.86% | Q4 2025 | Feb 12, 2026 |
| ORG Partners LLC | History | Reduced | 19,037 | 1,234 | 0.22% | 0.29% | 205 | -3,527 | -15.63% | Q4 2025 | Jan 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 19,007 | 1,231 | 0.0% | 0.0% | 206 | +325 | 1.74% | Q4 2025 | Feb 11, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | New | 18,829 | 1,219 | 0.66% | — | 207 | +18,829 | New | Q4 2025 | Feb 05, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 18,722 | 1,217 | 0.03% | 0.02% | 208 | +7,516 | 67.07% | Q4 2025 | Jan 29, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 18,206 | 1,179 | 0.13% | 0.14% | 209 | +99 | 0.55% | Q4 2025 | Jan 23, 2026 |
| National Wealth Management Group, LLC | History | Added to | 18,128 | 1,174 | 0.41% | 0.41% | 210 | +2,571 | 16.53% | Q4 2025 | Jan 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 18,073 | 1,170 | 0.02% | 0.02% | 211 | +3,994 | 28.37% | Q4 2025 | Feb 12, 2026 |
| Lauer Wealth, LLC | History | Added to | 15,750 | 1,149 | 0.85% | 0.55% | 212 | +4,100 | 35.19% | Q4 2025 | Jan 12, 2026 |
| MAI Capital Management | History | No change | 17,323 | 1,122 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 17,270 | 1,118 | 0.41% | 0.5% | 214 | +14 | 0.08% | Q4 2025 | Feb 17, 2026 |
| Brown Miller Wealth Management, LLC | History | Added to | 17,243 | 1,117 | 0.31% | 0.31% | 215 | +1,725 | 11.12% | Q4 2025 | Jan 23, 2026 |
| Y.D. More Investments Ltd | History | Reduced | 17,187 | 1,116 | 0.05% | 0.1% | 216 | -7,388 | -30.06% | Q4 2025 | Jan 21, 2026 |
| Sigma Planning Corp | History | Added to | 16,946 | 1,098 | 0.03% | 0.03% | 217 | +1,120 | 7.08% | Q4 2025 | Jan 30, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 16,819 | 1,089 | 0.0% | 0.0% | 218 | -31,439 | -65.15% | Q4 2025 | Feb 17, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 16,781 | 1,087 | 0.05% | 0.04% | 219 | +5,678 | 51.14% | Q4 2025 | Feb 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 15,881 | 1,028 | 0.02% | 0.02% | 220 | +4,498 | 39.52% | Q4 2025 | Feb 11, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 15,588 | 1,009 | 0.04% | 0.03% | 221 | +4,033 | 34.9% | Q4 2025 | Feb 04, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | Added to | 15,457 | 1,001 | 0.35% | 0.29% | 222 | +5,134 | 49.73% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 15,346 | 994 | 0.0% | 0.0% | 223 | +251 | 1.66% | Q4 2025 | Feb 02, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 15,100 | 978 | 0.02% | 0.02% | 224 | +85 | 0.57% | Q4 2025 | Jan 22, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 13,454 | 956 | 0.0% | 0.0% | 225 | +6,236 | 86.4% | Q4 2025 | Jan 08, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 14,527 | 941 | 0.03% | 0.04% | 226 | +1,188 | 8.91% | Q4 2025 | Feb 02, 2026 |
| Portfolio Strategies, Inc. | History | New | 14,314 | 927 | 0.11% | — | 227 | +14,314 | New | Q4 2025 | Jan 27, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 14,179 | 918 | 0.34% | 0.35% | 228 | +1,612 | 12.83% | Q4 2025 | Jan 08, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 14,010 | 907 | 0.3% | — | 229 | +14,010 | New | Q4 2025 | Mar 27, 2026 |
| United Advisor Group, LLC | History | New | 13,865 | 898 | 0.11% | — | 230 | +13,865 | New | Q4 2025 | Jan 26, 2026 |
| SMITH, MOORE & CO. | History | Added to | 13,682 | 886 | 0.07% | 0.06% | 231 | +2,343 | 20.66% | Q4 2025 | Jan 23, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 13,668 | 885 | 0.09% | 0.11% | 232 | +354 | 2.66% | Q4 2025 | Feb 06, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 13,609 | 881 | 0.2% | 0.21% | 233 | -817 | -5.66% | Q4 2025 | Feb 02, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 11,479 | 874 | 0.29% | 0.26% | 234 | +311 | 2.78% | Q4 2025 | Feb 10, 2026 |
| UPTICK PARTNERS, LLC | History | New | 13,392 | 867 | 0.18% | — | 235 | +13,392 | New | Q4 2025 | Feb 02, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 13,069 | 846 | 0.0% | — | 236 | +13,069 | New | Q4 2025 | Feb 18, 2026 |
| Snowden Capital Advisors LLC | History | New | 13,015 | 846 | 0.02% | — | 237 | +13,015 | New | Q4 2025 | Feb 17, 2026 |
| WealthPoint Financial, LLC | History | New | 13,002 | 842 | 0.73% | — | 238 | +13,002 | New | Q4 2025 | Feb 19, 2026 |
| RFG Advisory, LLC | History | New | 12,988 | 841 | 0.02% | — | 239 | +12,988 | New | Q4 2025 | Feb 03, 2026 |
| Redwood Investment Management, LLC | History | New | 12,813 | 830 | 0.09% | — | 240 | +12,813 | New | Q4 2025 | Feb 17, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 10,690 | 814 | 0.54% | 0.46% | 241 | +1,037 | 10.74% | Q4 2025 | Feb 11, 2026 |
| WealthTrak Capital Management LLC | History | Added to | 12,354 | 800 | 0.57% | 0.44% | 242 | +4,787 | 63.26% | Q4 2025 | Feb 10, 2026 |
| Signature Equity Partners, LLC | History | New | 12,343 | 799 | 0.44% | — | 243 | +12,343 | New | Q4 2025 | Feb 17, 2026 |
| Western Wealth Management, LLC | History | Added to | 12,324 | 798 | 0.04% | 0.04% | 244 | +1,940 | 18.68% | Q4 2025 | Feb 05, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 12,211 | 791 | 0.02% | 0.02% | 245 | -936 | -7.12% | Q4 2025 | Feb 03, 2026 |
| Laidlaw Wealth Management LLC | History | Reduced | 12,148 | 787 | 2.44% | 2.67% | 246 | -3,843 | -24.03% | Q4 2025 | Feb 17, 2026 |
| Advyzon Investment Management, LLC | History | New | 11,934 | 773 | 0.09% | — | 247 | +11,934 | New | Q4 2025 | Feb 13, 2026 |
| Lunt Capital Management, Inc. | History | Reduced | 11,842 | 767 | 0.29% | 0.32% | 248 | -5 | -0.04% | Q4 2025 | Jan 23, 2026 |
| OneAscent Financial Services LLC | History | New | 11,785 | 763 | 0.07% | — | 249 | +11,785 | New | Q4 2025 | Feb 11, 2026 |
| IMC-Chicago, LLC | History | Reduced | 11,744 | 760 | 0.0% | 0.0% | 250 | -1,160 | -8.99% | Q4 2025 | Jan 29, 2026 |
| SFG Wealth Management, LLC. | History | Added to | 11,564 | 749 | 0.29% | 0.35% | 251 | +119 | 1.04% | Q4 2025 | Feb 03, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 11,499 | 745 | 0.03% | 0.04% | 252 | -410 | -3.44% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 11,429 | 740 | 0.0% | 0.0% | 253 | +10,092 | 754.82% | Q4 2025 | Feb 17, 2026 |
| Bravias Capital Group, LLC | History | Added to | 11,341 | 734 | 0.44% | 0.45% | 254 | +1,733 | 18.04% | Q4 2025 | Jan 29, 2026 |
| Prospera Financial Services Inc | History | Added to | 11,216 | 726 | 0.01% | 0.01% | 255 | +1,377 | 14.0% | Q4 2025 | Feb 09, 2026 |
| GTS SECURITIES LLC | History | New | 11,205 | 725 | 0.02% | — | 256 | +11,205 | New | Q4 2025 | Feb 13, 2026 |
| Archer Investment Management, LLC | History | New | 11,194 | 725 | 0.39% | — | 257 | +11,194 | New | Q4 2025 | Jan 12, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 11,165 | 723 | 0.01% | 0.0% | 258 | -528 | -4.52% | Q4 2025 | Feb 13, 2026 |
| Curran Financial Partners, LLC | History | Added to | 11,152 | 722 | 0.14% | 0.11% | 259 | +3,001 | 36.82% | Q4 2025 | Jan 22, 2026 |
| 5T Wealth, LLC | History | Added to | 11,120 | 720 | 0.29% | 0.31% | 260 | +924 | 9.06% | Q4 2025 | Jan 27, 2026 |
| Vantage Point Financial LLC | History | Added to | 11,008 | 713 | 0.26% | 0.23% | 261 | +2,491 | 29.25% | Q4 2025 | Feb 02, 2026 |
| Quantum Portfolio Management LLC | History | Reduced | 10,783 | 698 | 0.31% | 0.37% | 262 | -6,940 | -39.16% | Q4 2025 | Feb 12, 2026 |
| Trek Financial, LLC | History | Reduced | 10,495 | 679 | 0.04% | 0.06% | 263 | -3,703 | -26.08% | Q4 2025 | Feb 04, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 10,462 | 677 | 0.01% | 0.02% | 264 | -1,817 | -14.8% | Q4 2025 | Feb 06, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 8,839 | 675 | 0.03% | — | 265 | +8,839 | New | Q4 2025 | Feb 03, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | New | 10,300 | 667 | 0.2% | — | 266 | +10,300 | New | Q4 2025 | Jan 26, 2026 |
| MATHER GROUP, LLC. | History | Added to | 10,239 | 663 | 0.01% | 0.01% | 267 | +371 | 3.76% | Q4 2025 | Jan 13, 2026 |
| Alteri Wealth LLC | History | Added to | 10,233 | 662 | 0.21% | 0.15% | 268 | +3,879 | 61.05% | Q4 2025 | Feb 11, 2026 |
| Advisory Services Network, LLC | History | Reduced | 10,044 | 650 | 0.01% | 0.02% | 269 | -12,542 | -55.53% | Q4 2025 | Feb 17, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 9,811 | 635 | 0.04% | 0.05% | 270 | +293 | 3.08% | Q4 2025 | Feb 10, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 9,675 | 626 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Quantinno Capital Management LP | History | Reduced | 9,644 | 624 | 0.0% | 0.0% | 272 | -1,012 | -9.5% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Reduced | 9,521 | 617 | 0.0% | 0.0% | 273 | -6,595 | -40.92% | Q4 2025 | Mar 09, 2026 |
| Chatterton & Associates Inc. | History | New | 9,500 | 615 | 0.53% | — | 274 | +9,500 | New | Q4 2025 | Jan 20, 2026 |
| BlackRock, Inc. | History | Added to | 9,375 | 607 | 0.0% | 0.0% | 275 | +302 | 3.33% | Q4 2025 | Feb 12, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 9,212 | 596 | 0.13% | 0.06% | 277 | +5,012 | 119.33% | Q4 2025 | Jan 29, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 9,201 | 596 | 0.09% | 0.09% | 276 | +850 | 10.18% | Q4 2025 | Feb 12, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 8,893 | 576 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| NVWM, LLC | History | Reduced | 8,890 | 575 | 0.13% | 0.14% | 279 | -65 | -0.73% | Q4 2025 | Jan 20, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 8,864 | 574 | 0.03% | 0.01% | 280 | +5,724 | 182.29% | Q4 2025 | Jan 26, 2026 |
| SHP Wealth Management | History | New | 8,821 | 571 | 0.04% | — | 281 | +8,821 | New | Q4 2025 | Mar 04, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 8,793 | 569 | 0.07% | 0.08% | 282 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Added to | 8,692 | 563 | 0.0% | 0.0% | 283 | +926 | 11.92% | Q4 2025 | Jan 29, 2026 |
| BARCLAYS PLC | History | New | 8,679 | 562 | 0.0% | — | 284 | +8,679 | New | Q4 2025 | Feb 13, 2026 |
| Summit Financial, LLC | History | Added to | 8,531 | 554 | 0.01% | 0.01% | 285 | +1,664 | 24.23% | Q4 2025 | Feb 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 8,486 | 549 | 0.01% | 0.05% | 286 | -19,939 | -70.15% | Q4 2025 | Feb 13, 2026 |
| Focus Financial Network, Inc. | History | Added to | 8,382 | 544 | 0.02% | 0.02% | 287 | +2,344 | 38.82% | Q4 2025 | Jan 12, 2026 |
| Essex Financial Services, Inc. | History | Added to | 8,251 | 534 | 0.03% | 0.03% | 288 | +430 | 5.5% | Q4 2025 | Feb 10, 2026 |
| Visionary Wealth Advisors | History | Reduced | 8,000 | 518 | 0.02% | 0.03% | 289 | -127 | -1.56% | Q4 2025 | Feb 13, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Added to | 7,894 | 511 | 0.28% | 0.3% | 290 | +407 | 5.44% | Q4 2025 | Jan 21, 2026 |
| CGN Advisors LLC | History | Added to | 7,795 | 505 | 0.04% | 0.04% | 291 | +1,495 | 23.73% | Q4 2025 | Jan 05, 2026 |
| Premier Private Wealth Management LLC | History | New | 6,766 | 503 | 0.52% | — | 292 | +6,766 | New | Q4 2025 | Feb 11, 2026 |
| Index Technologies Group LLC | History | New | 7,520 | 487 | 0.51% | — | 294 | +7,520 | New | Q4 2025 | Feb 12, 2026 |
| Merkkuri Wealth Advisors LLC | History | Reduced | 7,522 | 487 | 0.33% | 0.42% | 293 | -728 | -8.82% | Q4 2025 | Jan 29, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 7,443 | 482 | 0.28% | 0.47% | 296 | -3,817 | -33.9% | Q4 2025 | Jan 27, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 7,445 | 482 | 0.06% | 0.05% | 295 | +1,493 | 25.08% | Q4 2025 | Jan 26, 2026 |
| Sowell Financial Services LLC | History | Added to | 7,421 | 480 | 0.02% | 0.02% | 297 | +1,184 | 18.98% | Q4 2025 | Jan 21, 2026 |
| Walker Asset Management, LLC | History | Added to | 7,243 | 469 | 0.25% | 0.24% | 298 | +1,223 | 20.32% | Q4 2025 | Jan 16, 2026 |
| Frisch Financial Group, Inc. | History | New | 7,123 | 463 | 0.1% | — | 299 | +7,123 | New | Q4 2025 | Feb 06, 2026 |
| WEALTH ALLIANCE, LLC | History | New | 7,136 | 462 | 0.05% | — | 301 | +7,136 | New | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 7,138 | 462 | 0.01% | 0.01% | 300 | +1,874 | 35.6% | Q4 2025 | Feb 09, 2026 |
| CWM, LLC | History | Added to | 7,011 | 454 | 0.0% | 0.0% | 302 | +421 | 6.39% | Q4 2025 | Jan 26, 2026 |
| XY Planning Network, Inc. | History | New | 6,946 | 450 | 0.08% | — | 303 | +6,946 | New | Q4 2025 | Jan 26, 2026 |
| Asempa Wealth Advisors | History | New | 6,931 | 449 | 0.39% | — | 304 | +6,931 | New | Q4 2025 | Jan 08, 2026 |
| David J Yvars Group | History | Reduced | 6,905 | 447 | 0.24% | 0.39% | 305 | -3,355 | -32.7% | Q4 2025 | Jan 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 6,819 | 441 | 0.0% | 0.0% | 306 | +55 | 0.81% | Q4 2025 | Feb 12, 2026 |
| Integrated Wealth Management | History | New | 6,699 | 434 | 0.49% | — | 307 | +6,699 | New | Q4 2025 | Mar 03, 2026 |
| Curi Capital, LLC | History | Added to | 6,599 | 429 | 0.01% | 0.01% | 309 | +1,092 | 19.83% | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 6,625 | 429 | 0.0% | 0.0% | 308 | +65 | 0.99% | Q4 2025 | Feb 12, 2026 |
| EP Wealth Advisors, LLC | History | New | 6,548 | 424 | 0.0% | — | 310 | +6,548 | New | Q4 2025 | Feb 18, 2026 |
| Sovran Advisors, LLC | History | Added to | 5,415 | 418 | 0.04% | 0.03% | 311 | +529 | 10.83% | Q4 2025 | Jan 20, 2026 |
| Portside Wealth Group, LLC | History | Added to | 6,420 | 415 | 0.06% | 0.05% | 312 | +1,705 | 36.16% | Q4 2025 | Jan 21, 2026 |
| HRT FINANCIAL LP | History | New | 6,397 | 414 | 0.0% | — | 313 | +6,397 | New | Q4 2025 | Feb 12, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 6,381 | 413 | 0.16% | 0.23% | 314 | -2,006 | -23.92% | Q4 2025 | Feb 13, 2026 |
| MKT Advisors LLC | History | Added to | 5,920 | 413 | 0.14% | 0.14% | 315 | +705 | 13.52% | Q4 2025 | Jan 08, 2026 |
| OMNI 360 Wealth, Inc. | History | New | 5,359 | 411 | 0.21% | — | 317 | +5,359 | New | Q4 2025 | Jan 29, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 6,349 | 411 | 0.02% | 0.02% | 316 | +381 | 6.38% | Q4 2025 | Feb 05, 2026 |
| Parallel Advisors, LLC | History | Added to | 6,274 | 406 | 0.01% | 0.0% | 320 | +3,007 | 92.04% | Q4 2025 | Feb 11, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 6,274 | 406 | 0.01% | 0.03% | 318 | -2,267 | -26.54% | Q4 2025 | Feb 09, 2026 |
| Intrepid Financial Planning Group LLC | History | Added to | 6,275 | 406 | 0.15% | 0.16% | 319 | +313 | 5.25% | Q4 2025 | Feb 13, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 6,194 | 401 | 0.14% | 0.17% | 321 | -71 | -1.13% | Q4 2025 | Jan 28, 2026 |
| Clearview Wealth Advisors LLC | History | New | 6,157 | 398 | 0.25% | — | 322 | +6,157 | New | Q4 2025 | Feb 17, 2026 |
| HB Wealth Management, LLC | History | Reduced | 6,100 | 395 | 0.0% | 0.0% | 323 | -468 | -7.13% | Q4 2025 | Jan 28, 2026 |
| THOMPSON DAVIS & CO., INC. | History | No change | 6,011 | 389 | 0.23% | 0.26% | 324 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Cassilly Financial Group LLC | History | New | 5,932 | 384 | 0.34% | — | 325 | +5,932 | New | Q4 2025 | Jan 15, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | New | 5,807 | 376 | 0.01% | — | 326 | +5,807 | New | Q4 2025 | Jan 07, 2026 |
| Fox Hill Wealth Management | History | Reduced | 5,714 | 370 | 0.17% | 0.19% | 327 | -96 | -1.65% | Q4 2025 | Feb 12, 2026 |
| AlTi Global, Inc. | History | Added to | 5,682 | 369 | 0.01% | 0.0% | 328 | +2,813 | 98.05% | Q4 2025 | Feb 13, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 5,682 | 368 | 0.17% | 0.18% | 329 | +145 | 2.62% | Q4 2025 | Jan 26, 2026 |
| Emergent Wealth Advisors, LLC | History | New | 5,678 | 367 | 0.21% | — | 330 | +5,678 | New | Q4 2025 | Jan 14, 2026 |
| IFG Advisory, LLC | History | Added to | 5,597 | 362 | 0.02% | 0.02% | 331 | +643 | 12.98% | Q4 2025 | Feb 10, 2026 |
| L & S Advisors Inc | History | Added to | 5,542 | 359 | 0.03% | 0.03% | 332 | +1,184 | 27.17% | Q4 2025 | Feb 05, 2026 |
| Richmond Investment Services, LLC | History | New | 5,520 | 357 | 0.06% | — | 333 | +5,520 | New | Q4 2025 | Feb 12, 2026 |
| BAM Wealth Management, LLC | History | New | 5,383 | 348 | 0.25% | — | 334 | +5,383 | New | Q4 2025 | Jan 20, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 5,364 | 347 | 0.0% | 0.0% | 335 | -59,805 | -91.77% | Q4 2025 | Feb 11, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 5,354 | 346 | 0.0% | 0.0% | 336 | -3,803 | -41.53% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Added to | 5,340 | 346 | 0.0% | 0.0% | 337 | +485 | 9.99% | Q4 2025 | Feb 17, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 4,875 | 345 | 0.03% | 0.03% | 338 | +266 | 5.77% | Q4 2025 | Jan 12, 2026 |
| Catalina Capital Group, LLC | History | New | 5,319 | 344 | 0.21% | — | 339 | +5,319 | New | Q4 2025 | Jan 16, 2026 |
| Brookstone Capital Management | History | Reduced | 5,241 | 339 | 0.0% | 0.16% | 340 | -180,533 | -97.18% | Q4 2025 | Jan 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 5,246 | 339 | 0.0% | — | 341 | +5,246 | New | Q4 2025 | Feb 11, 2026 |
| GeoWealth Management, LLC | History | New | 5,218 | 338 | 0.01% | — | 342 | +5,218 | New | Q4 2025 | Feb 17, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 5,200 | 336 | 0.02% | 0.03% | 343 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Pathstone Holdings, LLC | History | New | 5,047 | 326 | 0.0% | — | 345 | +5,047 | New | Q4 2025 | Feb 13, 2026 |
| Obermeyer Wealth Partners | History | Added to | 5,043 | 326 | 0.01% | 0.01% | 344 | +888 | 21.37% | Q4 2025 | Jan 29, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 5,000 | 323 | 0.02% | 0.03% | 346 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 4,923 | 318 | 0.02% | 0.0% | 347 | +4,901 | 22277.27% | Q4 2025 | Feb 06, 2026 |
| Cresset Asset Management, LLC | History | Added to | 4,906 | 318 | 0.0% | 0.0% | 348 | +517 | 11.78% | Q4 2025 | Feb 17, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 4,899 | 317 | 0.01% | — | 350 | +4,899 | New | Q4 2025 | Feb 13, 2026 |
| Stirlingshire Investments, Inc. | History | New | 4,883 | 317 | 0.28% | — | 349 | +4,883 | New | Q4 2025 | Feb 11, 2026 |
| Sandbox Financial Partners, LLC | History | New | 4,849 | 314 | 0.09% | — | 352 | +4,849 | New | Q4 2025 | Jan 07, 2026 |
| Capital Analysts, LLC | History | Added to | 4,851 | 314 | 0.01% | 0.0% | 351 | +3,385 | 230.9% | Q4 2025 | Feb 11, 2026 |
| FWG Investments, LLC. | History | Added to | 4,832 | 313 | 0.2% | 0.19% | 353 | +892 | 22.64% | Q4 2025 | Jan 28, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 4,723 | 306 | 0.02% | 0.02% | 354 | -375 | -7.36% | Q4 2025 | Feb 17, 2026 |
| Family Office Research LLC | History | Reduced | 4,585 | 301 | 0.12% | 0.16% | 355 | -636 | -12.18% | Q4 2025 | Feb 09, 2026 |
| Trademark Financial Management, LLC | History | Reduced | 4,639 | 300 | 0.17% | 0.26% | 357 | -1,621 | -25.89% | Q4 2025 | Jan 28, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 4,640 | 300 | 0.07% | 0.07% | 356 | +565 | 13.87% | Q4 2025 | Feb 17, 2026 |
| Optivise Advisory Services LLC | History | New | 4,607 | 298 | 0.17% | — | 358 | +4,607 | New | Q4 2025 | Jan 12, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 4,587 | 297 | 0.01% | 0.01% | 359 | +1,534 | 50.25% | Q4 2025 | Feb 12, 2026 |
| M1 Capital Management LLC | History | New | 4,524 | 293 | 0.12% | — | 360 | +4,524 | New | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 4,501 | 293 | 0.01% | 0.01% | 361 | +1,169 | 35.08% | Q4 2025 | Feb 13, 2026 |
| GatePass Capital, LLC | History | New | 4,475 | 289 | 0.15% | — | 363 | +4,475 | New | Q4 2025 | Feb 09, 2026 |
| Choate Investment Advisors | History | New | 4,467 | 289 | 0.01% | — | 362 | +4,467 | New | Q4 2025 | Feb 09, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 4,456 | 288 | 0.0% | 0.0% | 364 | +1,555 | 53.6% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 4,415 | 286 | 0.0% | 0.0% | 365 | +2,212 | 100.41% | Q4 2025 | Feb 17, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 4,418 | 286 | 0.08% | 0.09% | 366 | -350 | -7.34% | Q4 2025 | Feb 06, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | New | 4,300 | 278 | 0.07% | — | 367 | +4,300 | New | Q4 2025 | Feb 04, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 4,268 | 276 | 0.06% | 0.14% | 368 | -4,137 | -49.22% | Q4 2025 | Jan 16, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 4,206 | 272 | 0.0% | — | 370 | +4,206 | New | Q4 2025 | Mar 25, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 4,212 | 272 | 0.0% | 0.0% | 369 | +507 | 13.68% | Q4 2025 | Feb 06, 2026 |
| MN Wealth Advisors, LLC | History | Added to | 4,176 | 270 | 0.14% | 0.14% | 371 | +567 | 15.71% | Q4 2025 | Feb 02, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 3,757 | 268 | 0.08% | 0.08% | 372 | +256 | 7.31% | Q4 2025 | Feb 13, 2026 |
| Lido Advisors, LLC | History | No change | 3,773 | 265 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 4,081 | 264 | 0.01% | 0.0% | 374 | +2,163 | 112.77% | Q4 2025 | Jan 28, 2026 |
| Worth Asset Management, LLC | History | Reduced | 4,088 | 264 | 0.11% | 0.13% | 375 | -172 | -4.04% | Q4 2025 | Jan 14, 2026 |
| BigSur Wealth Management LLC | History | Reduced | 4,045 | 263 | 0.06% | 0.23% | 376 | -9,200 | -69.46% | Q4 2025 | Jan 27, 2026 |
| Compound Planning, Inc. | History | Added to | 4,028 | 260 | 0.01% | 0.01% | 378 | +1,179 | 41.38% | Q4 2025 | Feb 19, 2026 |
| DAVENPORT & Co LLC | History | Added to | 4,026 | 260 | 0.0% | 0.0% | 377 | +50 | 1.26% | Q4 2025 | Jan 12, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 3,995 | 258 | 0.02% | 0.02% | 379 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Manchester Capital Management LLC | History | Added to | 3,978 | 257 | 0.03% | 0.03% | 380 | +531 | 15.4% | Q4 2025 | Feb 11, 2026 |
| Arcadia Wealth Management, LLC | History | Reduced | 3,957 | 256 | 0.1% | 0.11% | 381 | -152 | -3.7% | Q4 2025 | Feb 03, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 3,834 | 248 | 0.01% | 0.01% | 382 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 3,754 | 243 | 0.0% | 0.0% | 384 | -976 | -20.63% | Q4 2025 | Feb 10, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Added to | 3,751 | 243 | 0.16% | 0.16% | 383 | +206 | 5.81% | Q4 2025 | Jan 22, 2026 |
| NBC SECURITIES, INC. | History | Added to | 3,714 | 240 | 0.02% | 0.02% | 385 | +583 | 18.62% | Q4 2025 | Jan 29, 2026 |
| Ignite Planners, LLC | History | No change | 3,190 | 240 | 0.04% | 0.04% | 386 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 3,619 | 234 | 0.0% | 0.0% | 387 | +98 | 2.78% | Q4 2025 | Feb 13, 2026 |
| KINTRA WEALTH, LLC | History | New | 3,606 | 233 | 0.03% | — | 388 | +3,606 | New | Q4 2025 | Feb 18, 2026 |
| Copia Wealth Management | History | Added to | 3,607 | 233 | 0.17% | 0.14% | 389 | +837 | 30.22% | Q4 2025 | Feb 06, 2026 |
| STEPHENS INC /AR/ | History | Added to | 3,516 | 227 | 0.0% | 0.0% | 390 | +215 | 6.51% | Q4 2025 | Feb 05, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 3,426 | 221 | 0.09% | — | 391 | +3,426 | New | Q4 2025 | Feb 06, 2026 |
| Forthright Family Wealth Advisory LLC | History | Reduced | 3,407 | 220 | 0.14% | 0.52% | 392 | -8,713 | -71.89% | Q4 2025 | Feb 23, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 3,343 | 217 | 0.02% | 0.02% | 394 | +478 | 16.68% | Q4 2025 | Jan 21, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 3,360 | 217 | 0.03% | 0.03% | 393 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 3,331 | 215 | 0.0% | 0.0% | 395 | -241 | -6.75% | Q4 2025 | Feb 09, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 3,321 | 215 | 0.02% | 0.02% | 396 | +207 | 6.65% | Q4 2025 | Jan 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 3,278 | 212 | 0.0% | 0.0% | 397 | +128 | 4.06% | Q4 2025 | Feb 06, 2026 |
| RDA Financial Network | History | Added to | 3,244 | 210 | 0.05% | 0.05% | 398 | +150 | 4.85% | Q4 2025 | Jan 06, 2026 |
| Mountain Capital Investment Advisors Inc. | History | New | 2,721 | 209 | 0.03% | — | 400 | +2,721 | New | Q4 2025 | Jan 28, 2026 |
| &PARTNERS | History | Reduced | 3,232 | 209 | 0.0% | 0.0% | 399 | -38 | -1.16% | Q4 2025 | Feb 17, 2026 |
| ETF Store, Inc. | History | New | 3,212 | 208 | 0.21% | — | 401 | +3,212 | New | Q4 2025 | Jan 22, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 3,209 | 207 | 0.02% | 0.02% | 402 | -142 | -4.24% | Q4 2025 | Jan 26, 2026 |
| Lantern Wealth Advisors, LLC | History | New | 3,194 | 206 | 0.11% | — | 403 | +3,194 | New | Q4 2025 | Feb 17, 2026 |
| Magnolia Private Wealth, LLC | History | New | 3,182 | 206 | 0.14% | — | 404 | +3,182 | New | Q4 2025 | Feb 06, 2026 |
| Gilliland Jeter Wealth Management LLC | History | New | 3,150 | 204 | 0.06% | — | 406 | +3,150 | New | Q4 2025 | Jan 23, 2026 |
| Imprint Wealth LLC | History | Added to | 3,162 | 204 | 0.95% | 0.53% | 405 | +798 | 33.76% | Q4 2025 | Feb 17, 2026 |
| Simplicity Wealth,LLC | History | New | 3,143 | 203 | 0.01% | — | 407 | +3,143 | New | Q4 2025 | Jan 30, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Reduced | 3,098 | 200 | 0.09% | 0.11% | 408 | -16 | -0.51% | Q4 2025 | Feb 17, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Added to | 2,899 | 189 | 0.0% | 0.0% | 409 | +99 | 3.54% | Q4 2025 | Jan 28, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 2,357 | 152 | 0.01% | — | 410 | +2,357 | New | Q4 2025 | Jan 21, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 2,233 | 144 | 0.09% | — | 411 | +2,233 | New | Q4 2025 | Feb 19, 2026 |
| Spire Wealth Management | History | Added to | 2,102 | 136 | 0.0% | 0.0% | 412 | +24 | 1.15% | Q4 2025 | Jan 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,088 | 135 | 0.0% | 0.0% | 413 | +551 | 35.85% | Q4 2025 | Feb 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,803 | 128 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Larson Financial Group LLC | History | No change | 1,985 | 128 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 1,892 | 122 | 0.04% | 0.05% | 416 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Archer Investment Corp | History | Reduced | 1,819 | 117 | 0.03% | 0.04% | 417 | -766 | -29.63% | Q4 2025 | Jan 30, 2026 |
| Crewe Advisors LLC | History | No change | 1,741 | 112 | 0.01% | 0.01% | 418 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,500 | 97 | 0.0% | 0.0% | 419 | +1,143 | 320.17% | Q4 2025 | Feb 06, 2026 |
| Sound Income Strategies, LLC | History | Added to | 1,174 | 91 | 0.0% | 0.0% | 420 | +1,078 | 1122.92% | Q4 2025 | Jan 21, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1,402 | 90 | 0.01% | — | 421 | +1,402 | New | Q4 2025 | Feb 09, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | New | 1,318 | 86 | 0.0% | — | 422 | +1,318 | New | Q4 2025 | Jan 27, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,342 | 86 | 0.0% | 0.0% | 423 | +130 | 10.73% | Q4 2025 | Jan 20, 2026 |
| Allworth Financial LP | History | New | 1,320 | 85 | 0.0% | — | 424 | +1,320 | New | Q4 2025 | Feb 05, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,200 | 77 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Investors Research Corp | History | Added to | 1,037 | 67 | 0.01% | 0.01% | 426 | +354 | 51.83% | Q4 2025 | Jan 06, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 1,000 | 64 | 0.01% | — | 427 | +1,000 | New | Q4 2025 | Jan 20, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 1,000 | 64 | 0.03% | 0.05% | 428 | -1,000 | -50.0% | Q4 2025 | Feb 18, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 964 | 62 | 0.0% | — | 429 | +964 | New | Q4 2025 | Feb 03, 2026 |
| Triumph Capital Management | History | New | 939 | 60 | 0.01% | — | 430 | +939 | New | Q4 2025 | Feb 12, 2026 |
| Key Capital Management, INC | History | New | 939 | 60 | 0.06% | — | 432 | +939 | New | Q4 2025 | Jan 26, 2026 |
| POM Investment Strategies, LLC | History | No change | 933 | 60 | 0.03% | 0.04% | 431 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wells Financial Advisors INC | History | New | 831 | 53 | 0.1% | — | 433 | +831 | New | Q4 2025 | Feb 02, 2026 |
| North Star Investment Management Corp. | History | No change | 800 | 51 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Kingdom Financial Group LLC. | History | New | 773 | 50 | 0.02% | — | 435 | +773 | New | Q4 2025 | Feb 06, 2026 |
| LRI Investments, LLC | History | No change | 750 | 48 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Northwest Capital Management Inc | History | Reduced | 696 | 45 | 0.2% | 0.23% | 437 | -2,450 | -77.88% | Q4 2025 | Jan 26, 2026 |
| First PREMIER Bank | History | No change | 650 | 42 | 0.01% | 0.01% | 438 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 613 | 39 | 0.0% | 0.0% | 439 | -86 | -12.3% | Q4 2025 | Feb 11, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 576 | 37 | 0.01% | 0.01% | 440 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| First Command Advisory Services, Inc. | History | No change | 539 | 34 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 505 | 32 | 0.03% | 0.03% | 442 | +92 | 22.28% | Q4 2025 | Feb 10, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | New | 450 | 29 | 0.02% | — | 443 | +450 | New | Q4 2025 | Feb 17, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 420 | 27 | 0.02% | 0.02% | 444 | +74 | 21.39% | Q4 2025 | Jan 29, 2026 |
| Pacifica Partners Inc. | History | No change | 360 | 23 | 0.01% | 0.01% | 445 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 284 | 18 | 0.01% | — | 446 | +284 | New | Q4 2025 | Feb 05, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 270 | 17 | 0.01% | — | 447 | +270 | New | Q4 2025 | Feb 11, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 251 | 16 | 0.01% | 0.01% | 449 | -110 | -30.47% | Q4 2025 | Jan 22, 2026 |
| Dunhill Financial, LLC | History | No change | 250 | 16 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BESSEMER GROUP INC | History | No change | 235 | 15 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 232 | 15 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 234 | 15 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Coston, McIsaac & Partners | History | New | 231 | 14 | 0.0% | — | 453 | +231 | New | Q4 2025 | Feb 03, 2026 |
| Orion Capital Management LLC | History | New | 199 | 12 | 0.0% | — | 454 | +199 | New | Q4 2025 | Feb 03, 2026 |
| Raleigh Capital Management Inc. | History | No change | 198 | 12 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| US BANCORP \DE\ | History | Reduced | 174 | 11 | 0.0% | 0.0% | 456 | -112 | -39.16% | Q4 2025 | Jan 30, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 158 | 10 | 0.0% | 0.0% | 457 | -16 | -9.2% | Q4 2025 | Feb 17, 2026 |
| LGT Financial Advisors LLC | History | Reduced | 141 | 9 | 0.06% | 0.05% | 460 | -170 | -54.66% | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 150 | 9 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Colonial Trust Advisors | History | No change | 150 | 9 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Team Financial Group, LLC | History | New | 136 | 8 | 0.0% | — | 461 | +136 | New | Q4 2025 | Jan 13, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 129 | 8 | 0.01% | 0.01% | 462 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| American Capital Advisory, LLC | History | New | 100 | 6 | 0.0% | — | 465 | +100 | New | Q4 2025 | Jan 30, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 92 | 6 | 0.01% | — | 466 | +92 | New | Q4 2025 | Feb 12, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 100 | 6 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 101 | 6 | 0.01% | 0.01% | 464 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| ST GERMAIN D J CO INC | History | No change | 91 | 5 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | New | 71 | 4 | 0.0% | — | 468 | +71 | New | Q4 2025 | Jan 22, 2026 |
| Aventura Private Wealth, LLC | History | No change | 70 | 4 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Networth Advisors, LLC | History | New | 61 | 3 | 0.0% | — | 472 | +61 | New | Q4 2025 | Jan 22, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 50 | 3 | 0.0% | — | 471 | +50 | New | Q4 2025 | Jan 22, 2026 |
| FIFTH THIRD BANCORP | History | No change | 59 | 3 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CHANNING GLOBAL ADVISORS, LLC | History | Reduced | 41 | 2 | 0.0% | 0.0% | 475 | -8 | -16.33% | Q4 2025 | Feb 10, 2026 |
| Westend Capital Management, LLC | History | No change | 34 | 2 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Bogart Wealth, LLC | History | No change | 45 | 2 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 30 | 1 | 0.0% | 0.0% | 480 | -49 | -62.03% | Q4 2025 | Jan 22, 2026 |
| FIRST COMMUNITY TRUST NA | History | New | 29 | 1 | 0.0% | — | 476 | +29 | New | Q4 2025 | Jan 16, 2026 |
| TRUST CO OF VERMONT | History | New | 28 | 1 | 0.0% | — | 477 | +28 | New | Q4 2025 | Jan 16, 2026 |
| Darwin Wealth Management, LLC | History | New | 28 | 1 | 0.0% | — | 479 | +28 | New | Q4 2025 | Jan 22, 2026 |
| Greenline Wealth Management LLC | History | New | 20 | 1 | 0.0% | — | 481 | +20 | New | Q4 2025 | Feb 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 25 | 1 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CAXTON ASSOCIATES LLP | History | Closed out | 0 | 0 | — | 0.24% | — | -147,355 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Financially Speaking Inc | History | Closed out | 0 | 0 | — | 3.71% | — | -80,523 | -100.0% | Q3 2025 | Nov 06, 2025 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -70,291 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Synergy Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -51,738 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -45,371 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Keel Point, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -41,116 | -100.0% | Q3 2025 | Dec 16, 2025 |
| Kercheville Advisors, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -12,800 | -100.0% | Q3 2025 | Oct 22, 2025 |
| DF DENT & CO INC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,545 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Itau Unibanco Holding S.A. | History | Closed out | 0 | 0 | — | 0.02% | — | -8,705 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Per Stirling Capital Management, LLC. | History | Closed out | 0 | 0 | — | 0.06% | — | -7,732 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Belvedere Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,588 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Main Street Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,185 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,644 | -100.0% | Q3 2025 | Nov 14, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -4,237 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -4,150 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,092 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,055 | -100.0% | Q3 2025 | Nov 06, 2025 |
| GAMCO INVESTORS, INC. ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -4,000 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Collaborative Wealth Managment Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -3,783 | -100.0% | Q3 2025 | Nov 07, 2025 |
| LVW Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,452 | -100.0% | Q3 2025 | Oct 20, 2025 |
| MMBG INVESTMENT ADVISORS CO. | History | Closed out | 0 | 0 | — | 0.02% | — | -3,229 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Weaver Consulting Group | History | Closed out | 0 | 0 | — | 0.05% | — | -3,070 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Modern Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,036 | -100.0% | Q3 2025 | Nov 12, 2025 |
| HALL CAPITAL MANAGEMENT CO INC | History | Closed out | 0 | 0 | — | 0.08% | — | -3,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Saxony Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -3,000 | -100.0% | Q3 2025 | Oct 21, 2025 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -2,910 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Discipline Wealth Solutions, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,858 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Avion Wealth | History | Closed out | 0 | 0 | — | 0.01% | — | -975 | -100.0% | Q3 2025 | Oct 24, 2025 |
| TFC Financial Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Financial Life Planners | History | Closed out | 0 | 0 | — | 0.02% | — | -369 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -299 | -100.0% | Q3 2025 | Nov 13, 2025 |
| New England Capital Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Clearstead Advisors, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 09, 2026 |
| Strive Financial Group ,LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 18, 2026 |
| ALERUS FINANCIAL NA | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |
| Horizon Investments, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |