FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - SKYY
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 9 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,579,636 | 205,479 | 0.01% | 0.02% | 1 | -108,333 | -6.42% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 917,710 | 119,375 | 0.03% | 0.04% | 2 | +17,690 | 1.97% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Reduced | 910,867 | 118,485 | 0.01% | 0.01% | 3 | -25,663 | -2.74% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 520,821 | 67,748 | 0.01% | 0.01% | 4 | -18,175 | -3.37% | Q4 2025 | Jan 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 335,915 | 43,695 | 0.01% | 0.01% | 5 | +47,229 | 16.36% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 262,761 | 34,179 | 0.01% | 0.01% | 6 | -2,007 | -0.76% | Q4 2025 | Feb 18, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 204,800 | 26,640 | 0.04% | — | 7 | +204,800 | New | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 188,407 | 24,508 | 0.0% | — | 8 | +188,407 | New | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 156,506 | 20,358 | 0.0% | 0.01% | 9 | -7,490 | -4.57% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 136,150 | 17,710 | 0.02% | 0.02% | 10 | -17,328 | -11.29% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 135,471 | 17,622 | 0.0% | 0.0% | 11 | +1,465 | 1.09% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 131,354 | 17,091 | 0.02% | 0.02% | 12 | -3,747 | -2.77% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 129,497 | 16,845 | 0.01% | 0.01% | 13 | -4,482 | -3.35% | Q4 2025 | Feb 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 128,633 | 16,732 | 0.0% | 0.01% | 14 | -26,271 | -16.96% | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 106,315 | 13,829 | 0.04% | 0.04% | 15 | -9,929 | -8.54% | Q4 2025 | Feb 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 95,370 | 12,405 | 0.0% | 0.0% | 16 | +52,017 | 119.98% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 84,442 | 10,984 | 0.05% | 0.06% | 17 | +281 | 0.33% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 76,504 | 9,951 | 0.01% | 0.01% | 18 | -8,033 | -9.5% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 72,163 | 9,386 | 0.02% | 0.02% | 19 | +6,430 | 9.78% | Q4 2025 | Mar 16, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 71,949 | 9,359 | 0.04% | 0.04% | 20 | +2,609 | 3.76% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 60,914 | 7,924 | 0.02% | 0.02% | 21 | -1,740 | -2.78% | Q4 2025 | Feb 11, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 57,852 | 7,525 | 0.01% | 0.01% | 22 | -1,989 | -3.32% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 56,585 | 7,360 | 0.02% | 0.02% | 23 | -4,397 | -7.21% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 56,428 | 7,340 | 0.0% | 0.01% | 24 | -51,180 | -47.56% | Q4 2025 | Feb 10, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 53,887 | 7,006 | 0.01% | 0.01% | 25 | -2,264 | -4.03% | Q4 2025 | Feb 17, 2026 |
| AlphaCore Capital LLC | History | New | 52,456 | 6,823 | 0.15% | — | 26 | +52,456 | New | Q4 2025 | Feb 05, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 51,804 | 6,738 | 0.05% | 0.05% | 27 | -507 | -0.97% | Q4 2025 | Feb 17, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 50,265 | 6,538 | 0.04% | 0.01% | 28 | +37,693 | 299.82% | Q4 2025 | Feb 17, 2026 |
| Ignite Planners, LLC | History | Reduced | 54,770 | 6,524 | 1.0% | 1.41% | 29 | -9,101 | -14.25% | Q4 2025 | Feb 06, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | Reduced | 48,615 | 6,323 | 1.34% | 1.4% | 30 | -105 | -0.22% | Q4 2025 | Jan 27, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 43,546 | 5,664 | 0.0% | 0.0% | 31 | +36,546 | 522.09% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 43,535 | 5,663 | 0.01% | 0.01% | 32 | +1,428 | 3.39% | Q4 2025 | Feb 06, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | New | 42,341 | 5,507 | 1.79% | — | 33 | +42,341 | New | Q4 2025 | Feb 13, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 41,551 | 5,408 | 0.06% | 0.07% | 34 | -1,842 | -4.24% | Q4 2025 | Feb 02, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 40,785 | 5,305 | 0.13% | — | 35 | +40,785 | New | Q4 2025 | Feb 17, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Added to | 36,954 | 4,806 | 0.31% | 0.32% | 36 | +1,409 | 3.96% | Q4 2025 | Feb 04, 2026 |
| Mariner, LLC | History | Added to | 35,133 | 4,570 | 0.01% | 0.01% | 37 | +1,714 | 5.13% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 34,427 | 4,478 | 0.02% | 0.02% | 38 | +2,565 | 8.05% | Q4 2025 | Feb 18, 2026 |
| Focus Partners Wealth | History | Added to | 34,365 | 4,470 | 0.01% | 0.01% | 39 | +862 | 2.57% | Q4 2025 | Feb 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 32,723 | 4,256 | 0.24% | 0.27% | 40 | -129 | -0.39% | Q4 2025 | Feb 04, 2026 |
| Concorde Asset Management, LLC | History | Added to | 32,287 | 4,199 | 1.68% | 1.76% | 41 | +1,209 | 3.89% | Q4 2025 | Feb 13, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 32,208 | 4,189 | 0.24% | 0.26% | 42 | -8 | -0.02% | Q4 2025 | Jan 15, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 31,611 | 4,111 | 0.41% | 0.46% | 43 | -2,052 | -6.1% | Q4 2025 | Jan 26, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 29,075 | 3,782 | 0.04% | 0.05% | 44 | +590 | 2.07% | Q4 2025 | Feb 10, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 29,068 | 3,781 | 0.17% | 0.18% | 45 | +527 | 1.85% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | New | 28,912 | 3,760 | 0.0% | — | 46 | +28,912 | New | Q4 2025 | Feb 12, 2026 |
| Warner Group LLC | History | Added to | 27,759 | 3,610 | 2.22% | 2.26% | 47 | +3,365 | 13.79% | Q4 2025 | Feb 06, 2026 |
| Plotkin Financial Advisors, LLC | History | Reduced | 27,730 | 3,607 | 1.76% | 1.87% | 48 | -425 | -1.51% | Q4 2025 | Feb 19, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 27,426 | 3,576 | 0.0% | 0.01% | 49 | +582 | 2.17% | Q4 2025 | Jan 08, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 26,819 | 3,488 | 0.17% | 0.21% | 50 | +878 | 3.38% | Q4 2025 | Jan 28, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 26,428 | 3,437 | 0.05% | 0.04% | 51 | -970 | -3.54% | Q4 2025 | Feb 02, 2026 |
| ASSETMARK, INC | History | Added to | 26,344 | 3,426 | 0.01% | 0.01% | 52 | +5,024 | 23.56% | Q4 2025 | Jan 23, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 25,042 | 3,257 | 0.0% | — | 53 | +25,042 | New | Q4 2025 | Mar 25, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 24,997 | 3,251 | 0.23% | 0.27% | 54 | -603 | -2.36% | Q4 2025 | Jan 21, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 24,885 | 3,237 | 0.01% | 0.01% | 55 | -130 | -0.52% | Q4 2025 | Jan 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 24,770 | 3,222 | 0.0% | 0.0% | 56 | -1,290 | -4.95% | Q4 2025 | Feb 10, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 24,465 | 3,182 | 0.05% | 0.05% | 57 | -700 | -2.78% | Q4 2025 | Feb 09, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 23,500 | 3,056 | 0.03% | 0.04% | 58 | -134 | -0.57% | Q4 2025 | Jan 20, 2026 |
| Prestige Wealth Management Group LLC | History | Added to | 23,115 | 3,006 | 0.57% | 0.59% | 59 | +205 | 0.89% | Q4 2025 | Feb 11, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 22,969 | 2,987 | 0.02% | 0.02% | 60 | -645 | -2.73% | Q4 2025 | Jan 29, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Reduced | 22,197 | 2,887 | 1.93% | 2.07% | 61 | -1,015 | -4.37% | Q4 2025 | Jan 22, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 22,166 | 2,883 | 0.04% | 0.05% | 62 | +1,170 | 5.57% | Q4 2025 | Feb 12, 2026 |
| Capital Analysts, LLC | History | Reduced | 20,078 | 2,612 | 0.08% | 0.08% | 63 | -4 | -0.02% | Q4 2025 | Feb 11, 2026 |
| Summit Financial, LLC | History | Reduced | 19,810 | 2,576 | 0.04% | 0.04% | 64 | -1,070 | -5.12% | Q4 2025 | Feb 13, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 19,623 | 2,552 | 0.27% | 0.28% | 65 | +846 | 4.51% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 19,589 | 2,548 | 0.0% | 0.0% | 66 | -1 | -0.01% | Q4 2025 | Feb 13, 2026 |
| Great Diamond Partners, LLC | History | Added to | 19,459 | 2,531 | 0.49% | 0.48% | 67 | +1,116 | 6.08% | Q4 2025 | Feb 06, 2026 |
| Hyposwiss Advisors SA | History | New | 19,060 | 2,479 | 2.43% | — | 68 | +19,060 | New | Q4 2025 | Feb 17, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 18,808 | 2,446 | 0.27% | 0.35% | 69 | -600 | -3.09% | Q4 2025 | Feb 11, 2026 |
| Keebeck Wealth Management | History | No change | 18,271 | 2,376 | 0.27% | 0.29% | 70 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| High Point Wealth Management, LLC | History | New | 17,450 | 2,269 | 2.13% | — | 71 | +17,450 | New | Q4 2025 | Jan 29, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 17,288 | 2,248 | 0.17% | 0.18% | 72 | -499 | -2.81% | Q4 2025 | Jan 29, 2026 |
| CWM, LLC | History | Reduced | 16,332 | 2,124 | 0.01% | 0.01% | 73 | -395 | -2.36% | Q4 2025 | Jan 26, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 16,211 | 2,108 | 0.08% | 0.09% | 74 | +6,040 | 59.38% | Q4 2025 | Feb 04, 2026 |
| &PARTNERS | History | Reduced | 16,027 | 2,084 | 0.01% | 0.01% | 75 | -119 | -0.74% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Added to | 15,925 | 2,071 | 0.02% | 0.02% | 76 | +404 | 2.6% | Q4 2025 | Feb 05, 2026 |
| Paragon Private Wealth Management, LLC | History | Reduced | 15,838 | 2,060 | 0.63% | 0.74% | 77 | -956 | -5.69% | Q4 2025 | Feb 11, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Reduced | 15,638 | 2,034 | 0.04% | 0.04% | 78 | -2,198 | -12.32% | Q4 2025 | Feb 12, 2026 |
| Proactive Wealth Strategies LLC | History | Reduced | 15,619 | 2,031 | 0.8% | 0.92% | 79 | -275 | -1.73% | Q4 2025 | Feb 05, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 15,374 | 1,999 | 0.32% | 0.42% | 81 | -2,638 | -14.65% | Q4 2025 | Jan 22, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 15,368 | 1,999 | 0.0% | 0.0% | 80 | -476 | -3.0% | Q4 2025 | Feb 02, 2026 |
| Prospera Financial Services Inc | History | Reduced | 15,214 | 1,980 | 0.03% | 0.04% | 82 | -988 | -6.1% | Q4 2025 | Feb 09, 2026 |
| SP Asset Management LLC | History | Reduced | 15,178 | 1,974 | 0.16% | 0.19% | 83 | -2,450 | -13.9% | Q4 2025 | Jan 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 14,980 | 1,948 | 0.02% | 0.03% | 84 | +362 | 2.48% | Q4 2025 | Jan 23, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 14,927 | 1,941 | 0.7% | 0.68% | 85 | +996 | 7.15% | Q4 2025 | Jan 26, 2026 |
| FMR LLC | History | Added to | 14,905 | 1,938 | 0.0% | 0.0% | 86 | +100 | 0.68% | Q4 2025 | Feb 17, 2026 |
| Lido Advisors, LLC | History | Added to | 13,886 | 1,861 | 0.01% | 0.01% | 87 | +1,258 | 9.96% | Q4 2025 | Feb 10, 2026 |
| FULTON BANK, N.A. | History | Reduced | 13,860 | 1,802 | 0.06% | 0.07% | 88 | -117 | -0.84% | Q4 2025 | Jan 08, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 13,101 | 1,704 | 0.04% | 0.05% | 89 | +11 | 0.08% | Q4 2025 | Jan 23, 2026 |
| Sage Capital Management, LLC | History | Reduced | 12,992 | 1,691 | 0.78% | 0.79% | 90 | -9 | -0.07% | Q4 2025 | Jan 15, 2026 |
| CITY HOLDING CO | History | Reduced | 12,671 | 1,648 | 0.2% | 0.22% | 91 | -245 | -1.9% | Q4 2025 | Jan 22, 2026 |
| Creative Planning | History | Added to | 12,572 | 1,635 | 0.0% | 0.0% | 92 | +686 | 5.77% | Q4 2025 | Feb 17, 2026 |
| Forty-three Eighteen Advisors, LLC | History | New | 12,439 | 1,618 | 1.26% | — | 93 | +12,439 | New | Q4 2025 | Mar 16, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 12,074 | 1,570 | 0.09% | 0.1% | 94 | -2 | -0.02% | Q4 2025 | Jan 29, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 11,908 | 1,548 | 0.03% | 0.03% | 95 | +579 | 5.11% | Q4 2025 | Jan 22, 2026 |
| Mutual Advisors, LLC | History | Reduced | 11,817 | 1,537 | 0.03% | 0.04% | 96 | -1,966 | -14.26% | Q4 2025 | Feb 02, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 11,767 | 1,530 | 0.01% | 0.01% | 97 | +2,381 | 25.37% | Q4 2025 | Jan 29, 2026 |
| Apollon Financial, LLC | History | Added to | 11,579 | 1,506 | 0.22% | 0.26% | 98 | +13 | 0.11% | Q4 2025 | Jan 22, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 11,329 | 1,484 | 0.15% | 0.15% | 99 | +770 | 7.29% | Q4 2025 | Jan 12, 2026 |
| Quantum Private Wealth, LLC | History | No change | 10,610 | 1,380 | 0.4% | 0.42% | 100 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Belpointe Asset Management LLC | History | Added to | 10,431 | 1,356 | 0.05% | 0.05% | 101 | +100 | 0.97% | Q4 2025 | Jan 27, 2026 |
| Cerity Partners LLC | History | Added to | 10,242 | 1,332 | 0.0% | 0.0% | 102 | +7,552 | 280.74% | Q4 2025 | Feb 11, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 10,125 | 1,317 | 0.01% | 0.01% | 103 | -200 | -1.94% | Q4 2025 | Feb 13, 2026 |
| Vontobel Holding Ltd. | History | No change | 10,000 | 1,300 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SMITH, MOORE & CO. | History | Added to | 9,676 | 1,258 | 0.1% | 0.09% | 105 | +453 | 4.91% | Q4 2025 | Jan 23, 2026 |
| Sigma Planning Corp | History | Added to | 9,670 | 1,257 | 0.03% | 0.04% | 106 | +71 | 0.74% | Q4 2025 | Jan 30, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 9,567 | 1,244 | 0.02% | 0.02% | 107 | -262 | -2.67% | Q4 2025 | Jan 29, 2026 |
| 1776 Wealth LLC | History | Reduced | 9,553 | 1,242 | 0.47% | 0.5% | 108 | -105 | -1.09% | Q4 2025 | Feb 11, 2026 |
| Dakota Wealth Management | History | Reduced | 9,494 | 1,234 | 0.02% | 0.03% | 109 | -232 | -2.39% | Q4 2025 | Jan 13, 2026 |
| CITIGROUP INC | History | Reduced | 9,483 | 1,233 | 0.0% | 0.0% | 110 | -2,678 | -22.02% | Q4 2025 | Feb 13, 2026 |
| IFG Advisory, LLC | History | Added to | 9,457 | 1,230 | 0.05% | 0.05% | 111 | +625 | 7.08% | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | Reduced | 9,357 | 1,217 | 0.03% | 0.03% | 112 | -130 | -1.37% | Q4 2025 | Feb 06, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 10,518 | 1,206 | 0.35% | 0.53% | 113 | -941 | -8.21% | Q4 2025 | Feb 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 9,161 | 1,191 | 0.01% | 0.01% | 114 | -984 | -9.7% | Q4 2025 | Feb 12, 2026 |
| Moran Wealth Management, LLC | History | Added to | 9,012 | 1,172 | 0.04% | 0.02% | 115 | +3,075 | 51.79% | Q4 2025 | Jan 26, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 8,557 | 1,113 | 0.03% | 0.03% | 116 | +299 | 3.62% | Q4 2025 | Feb 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 8,520 | 1,108 | 0.01% | 0.01% | 117 | +27 | 0.32% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 8,504 | 1,106 | 0.02% | 0.03% | 118 | -352 | -3.97% | Q4 2025 | Feb 09, 2026 |
| Western Wealth Management, LLC | History | Reduced | 8,474 | 1,102 | 0.05% | 0.06% | 119 | -282 | -3.22% | Q4 2025 | Feb 05, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Reduced | 8,434 | 1,097 | 1.08% | 1.09% | 120 | -102 | -1.19% | Q4 2025 | Jan 07, 2026 |
| Brevan Howard Capital Management LP | History | New | 8,429 | 1,096 | 0.01% | — | 121 | +8,429 | New | Q4 2025 | Feb 17, 2026 |
| Osbon Capital Management LLC | History | New | 8,404 | 1,093 | 1.02% | — | 123 | +8,404 | New | Q4 2025 | Mar 16, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 8,406 | 1,093 | 0.01% | 0.01% | 122 | +3,775 | 81.52% | Q4 2025 | Feb 05, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 8,378 | 1,089 | 0.07% | 0.07% | 124 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | New | 8,328 | 1,083 | 0.0% | — | 125 | +8,328 | New | Q4 2025 | Feb 10, 2026 |
| Florin Court Capital LLP | History | Reduced | 8,300 | 1,079 | 1.5% | 2.06% | 126 | -11,300 | -57.65% | Q4 2025 | Feb 05, 2026 |
| Point72 Asset Management, L.P. | History | New | 8,200 | 1,066 | 0.0% | — | 128 | +8,200 | New | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, LLC | History | Added to | 8,195 | 1,066 | 0.01% | 0.01% | 127 | +3,262 | 66.13% | Q4 2025 | Feb 17, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 8,138 | 1,058 | 0.49% | 0.4% | 129 | +1,571 | 23.92% | Q4 2025 | Feb 09, 2026 |
| ACORN CREEK CAPITAL LLC | History | Reduced | 8,126 | 1,057 | 0.38% | 0.43% | 130 | -418 | -4.89% | Q4 2025 | Feb 02, 2026 |
| Qube Research & Technologies Ltd | History | New | 8,121 | 1,056 | 0.0% | — | 131 | +8,121 | New | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 8,090 | 1,052 | 0.03% | 0.03% | 132 | +395 | 5.13% | Q4 2025 | Feb 11, 2026 |
| Rathbones Group PLC | History | Added to | 7,907 | 1,028 | 0.0% | 0.0% | 133 | +1,350 | 20.59% | Q4 2025 | Feb 06, 2026 |
| Triumph Capital Management | History | Reduced | 7,908 | 1,028 | 0.22% | 0.29% | 134 | -80 | -1.0% | Q4 2025 | Feb 12, 2026 |
| Carnegie Lake Advisors LLC | History | Reduced | 7,727 | 1,005 | 0.38% | 0.4% | 135 | -3 | -0.04% | Q4 2025 | Feb 10, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 7,454 | 969 | 0.07% | 0.07% | 136 | +304 | 4.25% | Q4 2025 | Feb 03, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 7,419 | 965 | 0.01% | 0.09% | 137 | -64,840 | -89.73% | Q4 2025 | Feb 13, 2026 |
| RFG Advisory, LLC | History | Added to | 7,165 | 932 | 0.02% | 0.02% | 138 | +107 | 1.52% | Q4 2025 | Feb 03, 2026 |
| HRT FINANCIAL LP | History | New | 7,161 | 931 | 0.0% | — | 139 | +7,161 | New | Q4 2025 | Feb 12, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 7,036 | 915 | 0.06% | 0.03% | 140 | +3,800 | 117.43% | Q4 2025 | Feb 02, 2026 |
| Spire Wealth Management | History | Added to | 6,936 | 902 | 0.03% | 0.03% | 141 | +733 | 11.82% | Q4 2025 | Jan 14, 2026 |
| Cresta Advisors, Ltd. | History | Added to | 6,876 | 894 | 0.37% | 0.33% | 142 | +1,376 | 25.02% | Q4 2025 | Feb 03, 2026 |
| BANK HAPOALIM BM | History | Reduced | 6,556 | 853 | 0.07% | 0.12% | 143 | -827 | -11.2% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 6,553 | 852 | 0.0% | 0.0% | 144 | -152 | -2.27% | Q4 2025 | Feb 17, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 6,441 | 837 | 0.06% | 0.05% | 145 | +1,339 | 26.24% | Q4 2025 | Feb 12, 2026 |
| Merit Financial Group, LLC | History | Reduced | 6,343 | 825 | 0.01% | 0.01% | 146 | -65 | -1.01% | Q4 2025 | Jan 26, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 6,320 | 822 | 0.11% | — | 147 | +6,320 | New | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | Added to | 6,229 | 810 | 0.01% | 0.02% | 148 | +414 | 7.12% | Q4 2025 | Mar 12, 2026 |
| James J. Burns & Company, LLC | History | Added to | 6,215 | 808 | 0.11% | 0.11% | 149 | +546 | 9.63% | Q4 2025 | Jan 23, 2026 |
| San Luis Wealth Advisors LLC | History | New | 6,160 | 801 | 0.13% | — | 150 | +6,160 | New | Q4 2025 | Jan 26, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 7,028 | 791 | 0.02% | 0.02% | 151 | +608 | 9.47% | Q4 2025 | Feb 09, 2026 |
| US BANCORP \DE\ | History | Reduced | 6,066 | 789 | 0.0% | 0.0% | 152 | -42 | -0.69% | Q4 2025 | Jan 30, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 6,060 | 788 | 0.0% | 0.0% | 153 | +17 | 0.28% | Q4 2025 | Feb 12, 2026 |
| E&G Advisors, LP | History | Reduced | 6,026 | 783 | 0.18% | 0.2% | 154 | -231 | -3.69% | Q4 2025 | Jan 23, 2026 |
| AE Wealth Management LLC | History | Reduced | 5,933 | 771 | 0.0% | 0.01% | 155 | -50 | -0.84% | Q4 2025 | Jan 26, 2026 |
| Quantinno Capital Management LP | History | Added to | 5,570 | 724 | 0.0% | 0.0% | 156 | +443 | 8.64% | Q4 2025 | Feb 17, 2026 |
| Reliant Investment Partners, LLC | History | Reduced | 5,456 | 709 | 0.56% | 0.58% | 157 | -55 | -1.0% | Q4 2025 | Feb 06, 2026 |
| PFG Investments, LLC | History | Added to | 5,393 | 701 | 0.03% | 0.04% | 158 | +273 | 5.33% | Q4 2025 | Jan 26, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 5,369 | 698 | 0.08% | 0.08% | 159 | +125 | 2.38% | Q4 2025 | Jan 15, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 5,353 | 696 | 0.05% | 0.05% | 160 | -48 | -0.89% | Q4 2025 | Feb 17, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 5,440 | 695 | 0.2% | 0.22% | 161 | +389 | 7.7% | Q4 2025 | Jan 06, 2026 |
| Ally Invest Advisors Inc. | History | Reduced | 5,316 | 691 | 0.05% | 0.05% | 162 | -128 | -2.35% | Q4 2025 | Feb 13, 2026 |
| ICONIQ Capital, LLC | History | No change | 5,235 | 680 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 5,148 | 669 | 0.05% | 0.05% | 164 | -455 | -8.12% | Q4 2025 | Jan 23, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 5,130 | 667 | 0.0% | 0.0% | 165 | -80 | -1.54% | Q4 2025 | Feb 12, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 5,027 | 653 | 0.02% | 0.02% | 166 | -38 | -0.75% | Q4 2025 | Feb 17, 2026 |
| Gilliland Jeter Wealth Management LLC | History | No change | 4,853 | 631 | 0.19% | 0.2% | 167 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| COMERICA BANK | History | Added to | 4,829 | 628 | 0.0% | 0.0% | 168 | +1,969 | 68.85% | Q4 2025 | Jan 29, 2026 |
| Prairie Wealth Advisors, Inc. | History | Closed out | 0 | 622 | 0.26% | 0.26% | 169 | -4,785 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PARK AVENUE SECURITIES LLC | History | Added to | 4,738 | 616 | 0.01% | 0.0% | 170 | +719 | 17.89% | Q4 2025 | Jan 05, 2026 |
| HB Wealth Management, LLC | History | No change | 4,655 | 605 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 4,500 | 585 | 0.06% | 0.07% | 172 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 4,490 | 584 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 4,477 | 582 | 0.02% | 0.02% | 174 | +99 | 2.26% | Q4 2025 | Jan 30, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 4,461 | 580 | 0.01% | 0.01% | 175 | -50 | -1.11% | Q4 2025 | Feb 13, 2026 |
| Capstone Wealth Management Group LLC | History | No change | 4,447 | 578 | 0.35% | 0.38% | 176 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Corient Private Wealth LLC | History | Added to | 28,269 | 570 | 0.0% | 0.0% | 177 | +23,491 | 491.65% | Q4 2025 | Mar 09, 2026 |
| Vivaldi Capital Management LP | History | Added to | 4,366 | 567 | 0.08% | 0.08% | 178 | +156 | 3.71% | Q4 2025 | Feb 13, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 4,297 | 558 | 0.13% | 0.13% | 179 | +117 | 2.8% | Q4 2025 | Feb 17, 2026 |
| Retirement Planning Co of New England, Inc. | History | Reduced | 4,292 | 558 | 0.22% | 0.23% | 180 | -36 | -0.83% | Q4 2025 | Jan 28, 2026 |
| PETERSON WEALTH MANAGEMENT | History | Reduced | 4,272 | 555 | 0.41% | 0.74% | 181 | -3,726 | -46.59% | Q4 2025 | Feb 04, 2026 |
| StoneX Group Inc. | History | Added to | 4,245 | 552 | 0.02% | 0.02% | 182 | +60 | 1.43% | Q4 2025 | Feb 12, 2026 |
| Advisory Services Network, LLC | History | Reduced | 4,221 | 549 | 0.01% | 0.01% | 183 | -9 | -0.21% | Q4 2025 | Feb 17, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | New | 4,171 | 542 | 0.24% | — | 184 | +4,171 | New | Q4 2025 | Feb 06, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 4,139 | 538 | 0.03% | 0.03% | 185 | +507 | 13.96% | Q4 2025 | Feb 05, 2026 |
| MAI Capital Management | History | Added to | 4,110 | 534 | 0.0% | 0.0% | 186 | +7 | 0.17% | Q4 2025 | Feb 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 4,092 | 532 | 0.02% | 0.02% | 187 | -333 | -7.53% | Q4 2025 | Feb 17, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 4,041 | 525 | 0.16% | 0.17% | 188 | -104 | -2.51% | Q4 2025 | Feb 10, 2026 |
| Balance Wealth, LLC | History | Added to | 4,026 | 523 | 0.17% | 0.13% | 189 | +138 | 3.55% | Q4 2025 | Jan 21, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 4,150 | 511 | 0.01% | 0.01% | 190 | +100 | 2.47% | Q4 2025 | Jan 28, 2026 |
| Evelyn Partners Investment Management LLP | History | New | 3,860 | 502 | 0.01% | — | 191 | +3,860 | New | Q4 2025 | Feb 13, 2026 |
| Quadrature Capital Ltd | History | New | 3,846 | 500 | 0.01% | — | 192 | +3,846 | New | Q4 2025 | Feb 17, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 3,808 | 495 | 0.0% | — | 193 | +3,808 | New | Q4 2025 | Feb 18, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 3,789 | 492 | 0.02% | 0.06% | 194 | -890 | -19.02% | Q4 2025 | Feb 17, 2026 |
| Glassman Wealth Services | History | No change | 3,757 | 488 | 0.07% | 0.07% | 195 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 3,741 | 486 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 3,657 | 475 | 0.17% | 0.19% | 197 | -66 | -1.77% | Q4 2025 | Feb 05, 2026 |
| BlackRock, Inc. | History | Added to | 3,633 | 472 | 0.0% | 0.0% | 198 | +2,989 | 464.13% | Q4 2025 | Feb 12, 2026 |
| VestGen Advisors, LLC | History | New | 3,566 | 463 | 0.02% | — | 199 | +3,566 | New | Q4 2025 | Feb 17, 2026 |
| ALPINE WOODS CAPITAL INVESTORS, LLC | History | No change | 3,500 | 455 | 0.11% | 0.11% | 200 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| WBI INVESTMENTS, LLC | History | Added to | 3,472 | 451 | 0.12% | 0.11% | 201 | +185 | 5.63% | Q4 2025 | Feb 13, 2026 |
| APS Management Group, Inc. | History | Reduced | 3,371 | 438 | 0.37% | 0.59% | 202 | -1,556 | -31.58% | Q4 2025 | Jan 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 3,360 | 437 | 0.0% | 0.0% | 203 | -810 | -19.42% | Q4 2025 | Feb 18, 2026 |
| Headlands Technologies LLC | History | New | 3,269 | 425 | 0.04% | — | 204 | +3,269 | New | Q4 2025 | Feb 13, 2026 |
| Alteri Wealth LLC | History | Added to | 3,271 | 425 | 0.14% | 0.14% | 205 | +146 | 4.67% | Q4 2025 | Feb 11, 2026 |
| Perigon Wealth Management, LLC | History | No change | 3,263 | 424 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Manchester Capital Management LLC | History | No change | 3,200 | 416 | 0.06% | 0.06% | 207 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Great Lakes Retirement, Inc. | History | No change | 3,157 | 410 | 0.04% | 0.05% | 208 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 3,106 | 408 | 0.03% | 0.03% | 209 | +32 | 1.04% | Q4 2025 | Jan 15, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 3,121 | 401 | 0.09% | 0.1% | 210 | +126 | 4.21% | Q4 2025 | Jan 14, 2026 |
| Mason & Associates Inc | History | No change | 3,067 | 398 | 0.07% | 0.08% | 211 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Game Plan Financial Advisors, LLC | History | Added to | 3,053 | 397 | 0.16% | 0.16% | 212 | +193 | 6.75% | Q4 2025 | Jan 14, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 3,034 | 394 | 0.03% | 0.04% | 213 | +79 | 2.67% | Q4 2025 | Jan 26, 2026 |
| Eagle Strategies LLC | History | Added to | 3,024 | 393 | 0.05% | 0.05% | 214 | +182 | 6.4% | Q4 2025 | Jan 23, 2026 |
| NewEdge Wealth, LLC | History | Added to | 2,983 | 388 | 0.0% | 0.01% | 215 | +3 | 0.1% | Q4 2025 | Feb 03, 2026 |
| Banco Santander, S.A. | History | New | 2,960 | 385 | 0.0% | — | 216 | +2,960 | New | Q4 2025 | Feb 13, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Reduced | 2,957 | 384 | 0.13% | 0.16% | 217 | -656 | -18.16% | Q4 2025 | Jan 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 2,946 | 383 | 0.0% | 0.0% | 218 | -208 | -6.59% | Q4 2025 | Feb 11, 2026 |
| Evelyn Partners Asset Management Ltd | History | New | 2,933 | 381 | 0.09% | — | 219 | +2,933 | New | Q4 2025 | Feb 13, 2026 |
| Apeiron RIA LLC | History | Added to | 3,126 | 372 | 0.08% | 0.09% | 220 | +242 | 8.39% | Q4 2025 | Feb 03, 2026 |
| EP Wealth Advisors, LLC | History | New | 2,841 | 369 | 0.0% | — | 222 | +2,841 | New | Q4 2025 | Feb 18, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 4,990 | 369 | 0.01% | 0.01% | 221 | +570 | 12.9% | Q4 2025 | Feb 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 2,809 | 365 | 0.0% | 0.0% | 224 | -451 | -13.83% | Q4 2025 | Feb 12, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 2,809 | 365 | 0.02% | 0.02% | 225 | -122 | -4.16% | Q4 2025 | Feb 13, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 2,808 | 365 | 0.12% | 0.12% | 223 | +2 | 0.07% | Q4 2025 | Feb 03, 2026 |
| KLCM Advisors, Inc. | History | New | 2,714 | 352 | 0.03% | — | 226 | +2,714 | New | Q4 2025 | Feb 04, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 2,701 | 351 | 0.02% | 0.02% | 227 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Global Retirement Partners, LLC | History | Added to | 2,677 | 348 | 0.01% | 0.01% | 228 | +253 | 10.44% | Q4 2025 | Feb 06, 2026 |
| Sowell Financial Services LLC | History | Reduced | 2,667 | 346 | 0.01% | 0.02% | 229 | -258 | -8.82% | Q4 2025 | Jan 21, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 2,639 | 343 | 0.0% | 0.0% | 231 | -9,569 | -78.38% | Q4 2025 | Feb 13, 2026 |
| Private Advisory Group LLC | History | Added to | 2,639 | 343 | 0.03% | 0.03% | 230 | +5 | 0.19% | Q4 2025 | Jan 15, 2026 |
| Ballew Advisors, Inc | History | No change | 2,612 | 336 | 0.19% | 0.19% | 232 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 2,572 | 334 | 0.0% | 0.0% | 233 | -144 | -5.3% | Q4 2025 | Jan 21, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 2,572 | 334 | 0.01% | 0.01% | 234 | +9 | 0.35% | Q4 2025 | Feb 17, 2026 |
| Quad-Cities Investment Group, LLC | History | No change | 2,560 | 333 | 0.14% | 0.15% | 235 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Core Wealth Partners LLC | History | No change | 2,547 | 331 | 0.15% | 0.16% | 236 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Added to | 2,523 | 328 | 0.08% | 0.08% | 238 | +305 | 13.75% | Q4 2025 | Feb 17, 2026 |
| BROWN ADVISORY INC | History | Reduced | 2,528 | 328 | 0.0% | 0.0% | 237 | -242 | -8.74% | Q4 2025 | Feb 13, 2026 |
| Trek Financial, LLC | History | Reduced | 2,517 | 327 | 0.02% | 0.02% | 239 | -65 | -2.52% | Q4 2025 | Feb 04, 2026 |
| Fonville Wealth Management LLC | History | No change | 2,517 | 327 | 0.07% | 0.08% | 240 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 2,507 | 326 | 0.02% | 0.03% | 241 | +207 | 9.0% | Q4 2025 | Feb 02, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 2,478 | 322 | 0.02% | 0.02% | 242 | +398 | 19.13% | Q4 2025 | Feb 20, 2026 |
| Harbour Capital Advisors, LLC | History | No change | 2,500 | 319 | 0.06% | 0.07% | 243 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 2,430 | 316 | 0.06% | 0.06% | 244 | +150 | 6.58% | Q4 2025 | Feb 09, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 2,425 | 315 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 2,358 | 306 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 2,340 | 304 | 0.01% | 0.01% | 248 | +319 | 15.78% | Q4 2025 | Feb 12, 2026 |
| Harvest Investment Services, LLC | History | Added to | 2,344 | 304 | 0.06% | 0.06% | 247 | +242 | 11.51% | Q4 2025 | Feb 17, 2026 |
| Advisor OS, LLC | History | No change | 2,330 | 303 | 0.02% | 0.03% | 249 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MJP ASSOCIATES INC /ADV | History | No change | 2,325 | 302 | 0.04% | 0.04% | 250 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 2,313 | 300 | 0.02% | 0.02% | 251 | -62 | -2.61% | Q4 2025 | Jan 23, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Reduced | 2,297 | 298 | 0.25% | 0.26% | 252 | -83 | -3.49% | Q4 2025 | Jan 20, 2026 |
| Bawa N Mallick Trust | History | No change | 2,203 | 286 | 0.11% | 0.11% | 253 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 2,160 | 280 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | Added to | 2,141 | 278 | 0.13% | 0.14% | 255 | +50 | 2.39% | Q4 2025 | Jan 23, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 2,131 | 277 | 0.01% | 0.01% | 256 | +209 | 10.87% | Q4 2025 | Feb 12, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 2,095 | 275 | 0.0% | 0.0% | 257 | -575 | -21.54% | Q4 2025 | Jan 28, 2026 |
| CHOREO, LLC | History | Added to | 2,089 | 274 | 0.0% | 0.0% | 258 | +474 | 29.35% | Q4 2025 | Jan 23, 2026 |
| Balboa Wealth Partners | History | Added to | 2,079 | 270 | 0.04% | 0.04% | 259 | +434 | 26.38% | Q4 2025 | Jan 16, 2026 |
| WEALTH EFFECTS LLC | History | No change | 2,013 | 261 | 0.08% | 0.09% | 260 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Tradewinds, LLC. | History | Reduced | 2,000 | 260 | 0.06% | 0.07% | 263 | -142 | -6.63% | Q4 2025 | Feb 13, 2026 |
| L. Roy Papp & Associates, LLP | History | No change | 2,004 | 260 | 0.03% | 0.03% | 261 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Unconventional Investor, LLC | History | No change | 2,000 | 260 | 0.12% | 0.13% | 262 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Global Assets Advisory, LLC | History | No change | 2,000 | 260 | 0.07% | 0.08% | 264 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 1,987 | 258 | 0.02% | 0.02% | 265 | -264 | -11.73% | Q4 2025 | Feb 17, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Reduced | 1,965 | 255 | 0.0% | 0.01% | 266 | -530 | -21.24% | Q4 2025 | Feb 17, 2026 |
| Pines Wealth Management, LLC | History | Added to | 1,913 | 248 | 0.08% | 0.08% | 267 | +69 | 3.74% | Q4 2025 | Feb 02, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 1,903 | 247 | 0.0% | 0.0% | 268 | -397 | -17.26% | Q4 2025 | Feb 13, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 1,889 | 245 | 0.03% | 0.03% | 270 | -4 | -0.21% | Q4 2025 | Jan 22, 2026 |
| Collier Financial | History | No change | 1,889 | 245 | 0.18% | 0.19% | 269 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 1,871 | 243 | 0.0% | 0.0% | 271 | -173 | -8.46% | Q4 2025 | Jan 29, 2026 |
| Traction Financial Partners, LLC | History | Added to | 1,850 | 240 | 0.14% | 0.14% | 273 | +123 | 7.12% | Q4 2025 | Jan 29, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 1,842 | 240 | 0.0% | 0.01% | 272 | -22 | -1.18% | Q4 2025 | Jan 26, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 1,842 | 239 | 0.01% | 0.01% | 274 | +163 | 9.71% | Q4 2025 | Feb 02, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 1,824 | 237 | 0.0% | 0.0% | 275 | -713 | -28.1% | Q4 2025 | Feb 17, 2026 |
| BlueStem Wealth Partners, LLC | History | Reduced | 1,822 | 237 | 0.03% | 0.03% | 276 | -293 | -13.85% | Q4 2025 | Feb 06, 2026 |
| Sequent Planning LLC | History | Added to | 1,811 | 235 | 0.06% | 0.07% | 279 | +55 | 3.13% | Q4 2025 | Feb 05, 2026 |
| Acropolis Investment Management, LLC | History | No change | 1,808 | 235 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| RDA Financial Network | History | No change | 1,810 | 235 | 0.06% | 0.06% | 278 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 1,779 | 231 | 0.0% | 0.0% | 280 | -304 | -14.59% | Q4 2025 | Feb 10, 2026 |
| United Advisor Group, LLC | History | No change | 1,776 | 231 | 0.03% | 0.03% | 281 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Arax Advisory Partners | History | New | 1,773 | 230 | 0.01% | — | 283 | +1,773 | New | Q4 2025 | Feb 13, 2026 |
| BOK Financial Private Wealth, Inc. | History | Added to | 1,773 | 230 | 0.01% | 0.0% | 282 | +1,573 | 786.5% | Q4 2025 | Feb 06, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 1,740 | 226 | 0.01% | 0.01% | 284 | +155 | 9.78% | Q4 2025 | Feb 05, 2026 |
| Cresset Asset Management, LLC | History | No change | 1,713 | 222 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 1,700 | 221 | 0.0% | — | 286 | +1,700 | New | Q4 2025 | Feb 12, 2026 |
| Gotham Asset Management, LLC | History | Added to | 1,679 | 218 | 0.0% | 0.0% | 287 | +152 | 9.95% | Q4 2025 | Feb 17, 2026 |
| Hilltop Holdings Inc. | History | Added to | 1,663 | 216 | 0.01% | 0.01% | 288 | +55 | 3.42% | Q4 2025 | Feb 17, 2026 |
| Compound Planning, Inc. | History | Reduced | 1,641 | 213 | 0.01% | 0.01% | 289 | -46 | -2.73% | Q4 2025 | Feb 19, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 1,639 | 213 | 0.02% | 0.03% | 290 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 1,635 | 212 | 0.01% | — | 291 | +1,635 | New | Q4 2025 | Feb 09, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 1,623 | 211 | 0.01% | 0.01% | 293 | -197 | -10.82% | Q4 2025 | Jan 30, 2026 |
| Regent Peak Wealth Advisors LLC | History | Reduced | 1,623 | 211 | 0.04% | 0.05% | 292 | -140 | -7.94% | Q4 2025 | Jan 08, 2026 |
| Tidemark, LLC | History | No change | 1,626 | 211 | 0.06% | 0.06% | 294 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SmartHarvest Portfolios, LLC | History | New | 1,612 | 209 | 0.07% | — | 296 | +1,612 | New | Q4 2025 | Feb 12, 2026 |
| Emerald Advisors, LLC | History | No change | 1,607 | 209 | 0.03% | 0.03% | 295 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| IPG Investment Advisors LLC | History | Reduced | 1,600 | 208 | 0.04% | 0.04% | 297 | -185 | -10.36% | Q4 2025 | Feb 09, 2026 |
| Cascade Financial Partners, LLC | History | No change | 1,594 | 207 | 0.02% | 0.02% | 298 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Savant Capital, LLC | History | New | 1,587 | 206 | 0.0% | — | 299 | +1,587 | New | Q4 2025 | Feb 10, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 1,580 | 205 | 0.0% | 0.01% | 300 | -400 | -20.2% | Q4 2025 | Feb 05, 2026 |
| Keystone Wealth Services, LLC | History | No change | 1,576 | 205 | 0.04% | 0.05% | 301 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 1,574 | 204 | 0.39% | — | 303 | +1,574 | New | Q4 2025 | Feb 18, 2026 |
| COFG Advisors, LLC | History | New | 1,569 | 204 | 0.05% | — | 302 | +1,569 | New | Q4 2025 | Feb 10, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 1,550 | 202 | 0.01% | — | 304 | +1,550 | New | Q4 2025 | Feb 13, 2026 |
| Carnegie Investment Counsel | History | Reduced | 1,545 | 200 | 0.0% | 0.0% | 305 | -214 | -12.17% | Q4 2025 | Jan 23, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 1,540 | 200 | 0.07% | 0.07% | 306 | +30 | 1.99% | Q4 2025 | Jan 20, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 1,515 | 197 | 0.13% | 0.28% | 307 | -1,706 | -52.96% | Q4 2025 | Feb 17, 2026 |
| Ankerstar Wealth, LLC | History | New | 1,401 | 182 | 0.18% | — | 308 | +1,401 | New | Q4 2025 | Feb 12, 2026 |
| GeoWealth Management, LLC | History | Reduced | 1,376 | 178 | 0.01% | 0.01% | 309 | -475 | -25.66% | Q4 2025 | Feb 17, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | New | 1,350 | 175 | 0.01% | — | 310 | +1,350 | New | Q4 2025 | Feb 17, 2026 |
| REAP Financial Group, LLC | History | Reduced | 1,264 | 164 | 0.03% | 0.04% | 311 | -100 | -7.33% | Q4 2025 | Feb 10, 2026 |
| J.Safra Asset Management Corp | History | No change | 1,246 | 162 | 0.01% | 0.01% | 312 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 1,230 | 159 | 0.0% | 0.0% | 313 | -86 | -6.53% | Q4 2025 | Jan 28, 2026 |
| Hanson & Doremus Investment Management | History | No change | 1,141 | 148 | 0.02% | 0.02% | 314 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Colonial Trust Co / SC | History | No change | 1,100 | 144 | 0.02% | 0.02% | 315 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Colonial Trust Advisors | History | No change | 1,058 | 137 | 0.01% | 0.01% | 316 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 978 | 127 | 0.0% | 0.0% | 317 | +906 | 1258.33% | Q4 2025 | Feb 06, 2026 |
| EFG International AG | History | New | 912 | 118 | 0.0% | — | 318 | +912 | New | Q4 2025 | Feb 17, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 824 | 107 | 0.0% | 0.01% | 319 | -178 | -17.76% | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 800 | 104 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Anchor Investment Management, LLC | History | Added to | 733 | 95 | 0.01% | 0.01% | 321 | +67 | 10.06% | Q4 2025 | Feb 26, 2026 |
| GAMMA Investing LLC | History | No change | 738 | 95 | 0.0% | 0.01% | 322 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Signature Equity Partners, LLC | History | New | 708 | 92 | 0.05% | — | 323 | +708 | New | Q4 2025 | Feb 17, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 684 | 89 | 0.01% | 0.01% | 324 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Lodestone Wealth Management LLC | History | New | 655 | 85 | 0.03% | — | 325 | +655 | New | Q4 2025 | Jan 15, 2026 |
| Topsail Wealth Management, LLC | History | No change | 623 | 81 | 0.01% | 0.01% | 326 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Sound Income Strategies, LLC | History | Added to | 650 | 80 | 0.0% | 0.0% | 327 | +216 | 49.77% | Q4 2025 | Jan 21, 2026 |
| Banque Cantonale Vaudoise | History | Reduced | 608 | 79 | 0.0% | 0.0% | 329 | -22 | -3.49% | Q4 2025 | Feb 06, 2026 |
| Parkside Financial Bank & Trust | History | No change | 613 | 79 | 0.01% | 0.01% | 328 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Added to | 585 | 76 | 0.0% | 0.0% | 331 | +500 | 588.24% | Q4 2025 | Feb 06, 2026 |
| Luken Investment Analytics, LLC | History | No change | 589 | 76 | 0.03% | 0.03% | 330 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Key FInancial Inc | History | Added to | 581 | 75 | 0.01% | 0.0% | 332 | +484 | 498.97% | Q4 2025 | Feb 09, 2026 |
| Newbridge Financial Services Group, Inc. | History | Reduced | 553 | 71 | 0.01% | 0.02% | 333 | -604 | -52.2% | Q4 2025 | Jan 21, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 535 | 69 | 0.0% | — | 334 | +535 | New | Q4 2025 | Jan 21, 2026 |
| EASTERN BANK | History | No change | 523 | 68 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Allworth Financial LP | History | New | 522 | 67 | 0.0% | — | 336 | +522 | New | Q4 2025 | Feb 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 508 | 66 | 0.0% | 0.0% | 337 | -40 | -7.3% | Q4 2025 | Feb 12, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 496 | 64 | 0.01% | — | 338 | +496 | New | Q4 2025 | Jan 30, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 488 | 63 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Main Management LLC | History | No change | 426 | 55 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BESSEMER GROUP INC | History | No change | 402 | 52 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 386 | 50 | 0.04% | 0.01% | 343 | -250 | -39.31% | Q4 2025 | Feb 06, 2026 |
| Morse Asset Management, Inc | History | No change | 391 | 50 | 0.01% | 0.01% | 342 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 375 | 48 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 362 | 47 | 0.0% | — | 345 | +362 | New | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 350 | 45 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Reduced | 337 | 44 | 0.0% | 0.0% | 347 | -144 | -29.94% | Q4 2025 | Feb 03, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 330 | 42 | 0.03% | 0.04% | 348 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Winch Advisory Services, LLC | History | No change | 314 | 40 | 0.01% | 0.01% | 349 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Bank of New Hampshire | History | New | 300 | 39 | 0.01% | — | 350 | +300 | New | Q4 2025 | Mar 16, 2026 |
| PFS Partners, LLC | History | Reduced | 300 | 39 | 0.02% | 0.02% | 351 | -50 | -14.29% | Q4 2025 | Jan 16, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 289 | 37 | 0.0% | 0.0% | 352 | +185 | 177.88% | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | Added to | 290 | 37 | 0.0% | 0.0% | 354 | +10 | 3.57% | Q4 2025 | Jan 13, 2026 |
| Wagner Wealth Management, LLC | History | No change | 285 | 37 | 0.01% | 0.01% | 353 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 270 | 35 | 0.02% | 0.02% | 355 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FRANKLIN RESOURCES INC | History | New | 250 | 32 | 0.0% | — | 357 | +250 | New | Q4 2025 | Feb 11, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 250 | 32 | 0.02% | 0.03% | 358 | -250 | -50.0% | Q4 2025 | Feb 18, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 251 | 32 | 0.0% | 0.0% | 356 | -50 | -16.61% | Q4 2025 | Feb 11, 2026 |
| Y.D. More Investments Ltd | History | Reduced | 240 | 31 | 0.0% | 0.06% | 360 | -7,390 | -96.85% | Q4 2025 | Jan 21, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 240 | 31 | 0.01% | 0.01% | 359 | -41 | -14.59% | Q4 2025 | Feb 04, 2026 |
| Inlight Wealth Management, LLC | History | No change | 236 | 30 | 0.01% | 0.01% | 361 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Aventus Investment Advisors, Inc. | History | No change | 235 | 30 | 0.02% | 0.03% | 362 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| N.E.W. Advisory Services LLC | History | New | 230 | 29 | 0.0% | — | 363 | +230 | New | Q4 2025 | Jan 28, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 204 | 26 | 0.01% | 0.01% | 364 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 194 | 25 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 192 | 25 | 0.01% | 0.01% | 366 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | New | 185 | 24 | 0.01% | — | 367 | +185 | New | Q4 2025 | Feb 10, 2026 |
| Independence Bank of Kentucky | History | New | 165 | 21 | 0.0% | — | 370 | +165 | New | Q4 2025 | Jan 20, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 162 | 21 | 0.0% | 0.0% | 368 | +142 | 710.0% | Q4 2025 | Feb 02, 2026 |
| Parallel Advisors, LLC | History | Reduced | 167 | 21 | 0.0% | 0.0% | 369 | -30 | -15.23% | Q4 2025 | Feb 11, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 163 | 21 | 0.02% | 0.02% | 371 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 150 | 19 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kilter Group LLC | History | No change | 150 | 19 | 0.01% | 0.01% | 373 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 140 | 18 | 0.01% | — | 374 | +140 | New | Q4 2025 | Feb 05, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 140 | 18 | 0.01% | 0.01% | 375 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Benson Wealth Management INC | History | New | 136 | 17 | 0.02% | — | 378 | +136 | New | Q4 2025 | Feb 12, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 135 | 17 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Nemes Rush Group LLC | History | No change | 132 | 17 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TRUST CO OF VERMONT | History | New | 130 | 16 | 0.0% | — | 380 | +130 | New | Q4 2025 | Jan 16, 2026 |
| HM PAYSON & CO | History | No change | 126 | 16 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| RMG Wealth Management LLC | History | New | 300 | 14 | 0.0% | — | 382 | +300 | New | Q4 2025 | Jan 29, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 112 | 14 | 0.0% | 0.0% | 384 | +72 | 180.0% | Q4 2025 | Feb 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 107 | 14 | 0.0% | 0.01% | 381 | +65 | 154.76% | Q4 2025 | Jan 20, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 113 | 14 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 111 | 14 | 0.01% | 0.01% | 385 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 106 | 13 | 0.0% | 0.03% | 388 | -1,114 | -91.31% | Q4 2025 | Feb 12, 2026 |
| Dunhill Financial, LLC | History | Reduced | 101 | 13 | 0.0% | 0.02% | 391 | -513 | -83.55% | Q4 2025 | Jan 29, 2026 |
| Accordant Advisory Group Inc | History | New | 100 | 13 | 0.01% | — | 392 | +100 | New | Q4 2025 | Jan 22, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 100 | 13 | 0.0% | 0.0% | 393 | +50 | 100.0% | Q4 2025 | Feb 04, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 104 | 13 | 0.0% | 0.0% | 389 | -40 | -27.78% | Q4 2025 | Feb 03, 2026 |
| Blue Trust, Inc. | History | Reduced | 102 | 13 | 0.0% | 0.0% | 390 | -10 | -8.93% | Q4 2025 | Jan 16, 2026 |
| Coastline Trust Co | History | No change | 107 | 13 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| West Branch Capital LLC | History | No change | 106 | 13 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Laurel Wealth Advisors LLC | History | New | 96 | 12 | 0.0% | — | 395 | +96 | New | Q4 2025 | Jan 30, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 96 | 12 | 0.01% | — | 396 | +96 | New | Q4 2025 | Feb 11, 2026 |
| Anfield Capital Management, LLC | History | No change | 93 | 12 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Lavaca Capital LLC | History | New | 89 | 11 | 0.0% | — | 397 | +89 | New | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 78 | 10 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Ancora Advisors LLC | History | No change | 78 | 10 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Asset Dedication, LLC | History | No change | 81 | 10 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Concord Wealth Partners | History | No change | 82 | 10 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 75 | 9 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 75 | 9 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Kingdom Financial Group LLC. | History | New | 69 | 8 | 0.0% | — | 405 | +69 | New | Q4 2025 | Feb 06, 2026 |
| Global Wealth Strategies & Associates | History | No change | 69 | 8 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| Elevated Capital Advisors, LLC | History | New | 58 | 7 | 0.0% | — | 407 | +58 | New | Q4 2025 | Jan 27, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 60 | 7 | 0.0% | 0.0% | 406 | -7 | -10.45% | Q4 2025 | Jan 22, 2026 |
| Root Financial Partners, LLC | History | Reduced | 55 | 7 | 0.0% | 0.0% | 408 | -5 | -8.33% | Q4 2025 | Feb 10, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 56 | 7 | 0.01% | 0.01% | 409 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 52 | 6 | 0.0% | — | 413 | +52 | New | Q4 2025 | Feb 09, 2026 |
| SouthState Bank Corp | History | No change | 48 | 6 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Davis Capital Management | History | No change | 52 | 6 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Aventura Private Wealth, LLC | History | No change | 50 | 6 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 40 | 5 | 0.0% | 0.0% | 415 | +10 | 33.33% | Q4 2025 | Jan 20, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 39 | 5 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 42 | 5 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Truvestments Capital LLC | History | No change | 42 | 5 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 39 | 5 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Rossby Financial, LCC | History | New | 38 | 4 | 0.0% | — | 419 | +38 | New | Q4 2025 | Feb 12, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 35 | 4 | 0.0% | — | 420 | +35 | New | Q4 2025 | Feb 10, 2026 |
| Cornerstone Planning Group LLC | History | New | 27 | 3 | 0.0% | — | 426 | +27 | New | Q4 2025 | Feb 02, 2026 |
| Basepoint Wealth LLC | History | New | 27 | 3 | 0.0% | — | 429 | +27 | New | Q4 2025 | Feb 10, 2026 |
| Horizon Investments, LLC | History | Added to | 28 | 3 | 0.0% | — | 422 | +26 | 1300.0% | Q4 2025 | Feb 02, 2026 |
| WealthShield Partners, LLC | History | New | 25 | 3 | 0.0% | — | 424 | +25 | New | Q4 2025 | Feb 03, 2026 |
| Motiv8 Investments LLC | History | New | 20 | 3 | 0.0% | — | 427 | +20 | New | Q4 2025 | Feb 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 25 | 3 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Pacific Center for Financial Services | History | No change | 24 | 3 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 26 | 3 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 28 | 3 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 23 | 2 | 0.0% | 0.0% | 433 | +3 | 15.0% | Q4 2025 | Feb 06, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 16 | 2 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 19 | 2 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| WHITTIER TRUST CO | History | No change | 22 | 2 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Bogart Wealth, LLC | History | No change | 19 | 2 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Quaker Wealth Management, LLC | History | No change | 21 | 2 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| EPG Wealth Management LLC | History | No change | 16 | 2 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 10 | 1 | 0.0% | — | 439 | +10 | New | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | New | 10 | 1 | 0.0% | — | 440 | +10 | New | Q4 2025 | Feb 17, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 13 | 1 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SIGNATUREFD, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| City Center Advisors, LLC | History | Closed out | 0 | 0 | — | 0.58% | — | -4,477 | -100.0% | Q3 2025 | Oct 06, 2025 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,500 | -100.0% | Q3 2025 | Mar 31, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,307 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Valmark Advisers, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,291 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Private Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,791 | -100.0% | Q3 2025 | Nov 04, 2025 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,776 | -100.0% | Q3 2025 | Nov 03, 2025 |
| HUB Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,753 | -100.0% | Q3 2025 | Nov 12, 2025 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Closed out | 0 | 0 | — | 0.0% | — | -1,647 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,639 | -100.0% | Q3 2025 | Nov 10, 2025 |
| MGO ONE SEVEN LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,610 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Advyzon Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,511 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Evercore Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,167 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Providence Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -500 | -100.0% | Q3 2025 | Nov 06, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -279 | -100.0% | Q3 2025 | Oct 07, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -176 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Balentine LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -131 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Missouri Trust & Investment Co | History | Closed out | 0 | 0 | — | 0.0% | — | -102 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LOGAN CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -9 | -100.0% | Q3 2025 | Nov 14, 2025 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Jan 14, 2026 |
| SHP Wealth Management | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Mar 04, 2026 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Archer Investment Corp | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Activest Wealth Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |