SPDR SERIES TRUST - SLYG
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 4,679,506 | 440,762 | 0.12% | 0.11% | 1 | +858,073 | 22.45% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,145,764 | 107,919 | 0.01% | 0.01% | 2 | -713,048 | -38.36% | Q4 2025 | Feb 17, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 1,143,898 | 107,743 | 0.2% | 0.21% | 3 | -29,690 | -2.53% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 1,035,279 | 97,513 | 0.01% | 0.0% | 4 | +261,431 | 33.78% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 960,802 | 90,497 | 0.02% | 0.02% | 5 | +6,804 | 0.71% | Q4 2025 | Feb 17, 2026 |
| NorthRock Partners, LLC | History | Added to | 660,442 | 62,207 | 1.05% | 1.12% | 6 | +112 | 0.02% | Q4 2025 | Feb 17, 2026 |
| Diversified Enterprises, LLC | History | Added to | 519,004 | 48,885 | 2.91% | 3.17% | 7 | +19,815 | 3.97% | Q4 2025 | Jan 28, 2026 |
| Cetera Investment Advisers | History | Added to | 429,747 | 40,477 | 0.04% | 0.04% | 8 | +24,021 | 5.92% | Q4 2025 | Feb 17, 2026 |
| Rodgers & Associates, LTD | History | Added to | 423,651 | 39,903 | 4.04% | 4.1% | 9 | +1,792 | 0.42% | Q4 2025 | Jan 22, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 399,852 | 37,662 | 1.06% | 0.7% | 10 | +281,647 | 238.27% | Q4 2025 | Feb 10, 2026 |
| Krilogy Financial LLC | History | Added to | 342,944 | 34,397 | 1.17% | 1.16% | 11 | +11,677 | 3.52% | Q4 2025 | Jan 27, 2026 |
| Equitable Holdings, Inc. | History | Added to | 336,616 | 31,705 | 0.22% | 0.22% | 12 | +16,373 | 5.11% | Q4 2025 | Feb 17, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 330,955 | 31,172 | 2.01% | 2.09% | 13 | +4,159 | 1.27% | Q4 2025 | Feb 18, 2026 |
| HighTower Advisors, LLC | History | Reduced | 327,165 | 30,815 | 0.03% | 0.04% | 14 | -26,719 | -7.55% | Q4 2025 | Feb 06, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 317,341 | 29,890 | 0.84% | 0.79% | 15 | +25,087 | 8.58% | Q4 2025 | Feb 05, 2026 |
| Savant Capital, LLC | History | Reduced | 304,582 | 28,688 | 0.16% | 0.19% | 16 | -19,686 | -6.07% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Reduced | 295,374 | 27,821 | 0.0% | 0.0% | 17 | -28,057 | -8.67% | Q4 2025 | Jan 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 290,412 | 27,354 | 0.0% | 0.01% | 18 | -69,486 | -19.31% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 282,698 | 26,627 | 0.03% | 0.03% | 19 | +59,670 | 26.75% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 280,170 | 26,389 | 0.01% | 0.01% | 20 | +32,034 | 12.91% | Q4 2025 | Feb 18, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 276,809 | 26,077 | 0.04% | 0.06% | 21 | -165,475 | -37.41% | Q4 2025 | Feb 17, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 248,261 | 23,383 | 0.96% | 0.98% | 22 | +1,204 | 0.49% | Q4 2025 | Jan 27, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 226,845 | 21,366 | 0.35% | — | 23 | +226,845 | New | Q4 2025 | Feb 13, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 226,031 | 21,289 | 3.89% | 3.86% | 24 | +851 | 0.38% | Q4 2025 | Feb 17, 2026 |
| Klingman & Associates, LLC | History | Added to | 204,649 | 19,275 | 0.93% | 0.97% | 25 | +162 | 0.08% | Q4 2025 | Jan 29, 2026 |
| Convergence Financial, LLC | History | Added to | 200,153 | 18,852 | 2.75% | 2.83% | 26 | +534 | 0.27% | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 199,739 | 18,813 | 0.01% | 0.01% | 27 | +7,338 | 3.81% | Q4 2025 | Feb 10, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 196,356 | 18,494 | 0.62% | 0.62% | 28 | +3,975 | 2.07% | Q4 2025 | Feb 09, 2026 |
| Private Advisor Group, LLC | History | Added to | 191,236 | 18,012 | 0.08% | 0.06% | 29 | +54,522 | 39.88% | Q4 2025 | Feb 17, 2026 |
| Shakespeare Wealth Management, LLC | History | Added to | 177,785 | 16,745 | 3.7% | 3.79% | 30 | +1,342 | 0.76% | Q4 2025 | Feb 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 173,534 | 16,345 | 0.01% | 0.01% | 31 | +23,346 | 15.54% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 171,688 | 16,171 | 0.02% | 0.03% | 32 | -65,818 | -27.71% | Q4 2025 | Feb 12, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 170,785 | 16,086 | 3.29% | 3.16% | 33 | +6,580 | 4.01% | Q4 2025 | Feb 12, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 149,750 | 14,104 | 1.77% | 1.77% | 34 | +13,200 | 9.67% | Q4 2025 | Jan 15, 2026 |
| CWM, LLC | History | Reduced | 147,632 | 13,905 | 0.04% | 0.05% | 35 | -23,497 | -13.73% | Q4 2025 | Jan 26, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 144,529 | 13,613 | 0.03% | 0.04% | 36 | -36,686 | -20.24% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 141,380 | 13,316 | 0.0% | 0.0% | 37 | -1,048 | -0.74% | Q4 2025 | Feb 10, 2026 |
| Optimist Retirement Group LLC | History | Reduced | 133,666 | 12,590 | 5.77% | 5.7% | 38 | -63 | -0.05% | Q4 2025 | Feb 09, 2026 |
| Roberts Financial Services LLC | History | Added to | 126,915 | 11,954 | 3.75% | 3.78% | 39 | +2,772 | 2.23% | Q4 2025 | Jan 23, 2026 |
| Marietta Wealth Management, LLC | History | Added to | 116,567 | 10,979 | 1.27% | 1.33% | 40 | +1,115 | 0.97% | Q4 2025 | Jan 28, 2026 |
| BALANCED WEALTH GROUP LLC | History | Added to | 116,098 | 10,951 | 4.01% | 4.36% | 41 | +4,871 | 4.38% | Q4 2025 | Jan 13, 2026 |
| Csenge Advisory Group | History | Reduced | 115,503 | 10,879 | 0.49% | 0.56% | 42 | -8,391 | -6.77% | Q4 2025 | Feb 06, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | Reduced | 102,835 | 9,686 | 1.58% | 1.62% | 43 | -281 | -0.27% | Q4 2025 | Jan 27, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 101,845 | 9,592 | 0.19% | 0.2% | 44 | +1,835 | 1.83% | Q4 2025 | Jan 14, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 100,165 | 9,434 | 0.1% | 0.1% | 45 | -1,433 | -1.41% | Q4 2025 | Jan 13, 2026 |
| BIP Wealth, LLC | History | Added to | 95,624 | 9,006 | 0.32% | 0.43% | 46 | +2,521 | 2.71% | Q4 2025 | Jan 21, 2026 |
| Mutual Advisors, LLC | History | Reduced | 86,569 | 8,153 | 0.17% | 0.18% | 47 | -764 | -0.87% | Q4 2025 | Feb 02, 2026 |
| MAI Capital Management | History | Reduced | 85,660 | 8,068 | 0.05% | 0.05% | 48 | -602 | -0.7% | Q4 2025 | Feb 13, 2026 |
| KWB Wealth | History | Reduced | 84,152 | 7,926 | 0.75% | 2.3% | 49 | -150,677 | -64.16% | Q4 2025 | Jan 12, 2026 |
| Key FInancial Inc | History | Added to | 83,075 | 7,824 | 1.43% | 1.43% | 50 | +869 | 1.06% | Q4 2025 | Feb 09, 2026 |
| ROYAL BANK OF CANADA | History | New | 82,690 | 7,789 | 0.0% | — | 51 | +82,690 | New | Q4 2025 | Feb 17, 2026 |
| Compton Financial Group, LLC | History | Added to | 82,584 | 7,778 | 1.76% | 1.75% | 52 | +5,616 | 7.3% | Q4 2025 | Feb 05, 2026 |
| Financial Strategies Group, Inc. | History | Added to | 77,350 | 7,551 | 1.37% | 1.34% | 53 | +1,761 | 2.33% | Q4 2025 | Feb 05, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 78,870 | 7,428 | 2.94% | 3.18% | 54 | +3,346 | 4.43% | Q4 2025 | Feb 02, 2026 |
| Nvest Wealth Strategies, Inc. | History | New | 78,698 | 7,412 | 5.44% | — | 55 | +78,698 | New | Q4 2025 | Jan 28, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 76,359 | 7,192 | 0.09% | 0.06% | 56 | +8,791 | 13.01% | Q4 2025 | Feb 13, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 76,215 | 7,178 | 0.52% | 0.54% | 57 | -623 | -0.81% | Q4 2025 | Feb 11, 2026 |
| Focus Partners Wealth | History | Added to | 76,274 | 7,164 | 0.01% | 0.01% | 58 | +2,206 | 2.98% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 72,942 | 7,121 | 0.01% | 0.01% | 59 | +140 | 0.19% | Q4 2025 | Jan 08, 2026 |
| Baird Financial Group, Inc. | History | Added to | 74,860 | 7,051 | 0.01% | 0.01% | 60 | +3,503 | 4.91% | Q4 2025 | Feb 13, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 74,609 | 7,027 | 0.7% | 0.75% | 61 | -2,035 | -2.66% | Q4 2025 | Feb 13, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | Added to | 74,375 | 7,005 | 3.35% | 3.38% | 62 | +814 | 1.11% | Q4 2025 | Jan 21, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 71,943 | 6,776 | 0.05% | 0.05% | 63 | +3,027 | 4.39% | Q4 2025 | Feb 13, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 71,310 | 6,716 | 0.53% | 0.45% | 64 | +14,003 | 24.44% | Q4 2025 | Feb 04, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 68,020 | 6,406 | 0.39% | 0.39% | 65 | +1,719 | 2.59% | Q4 2025 | Jan 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 67,912 | 6,397 | 0.02% | 0.02% | 66 | -305 | -0.45% | Q4 2025 | Feb 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 66,438 | 6,257 | 0.02% | 0.02% | 67 | +3,494 | 5.55% | Q4 2025 | Feb 13, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | Added to | 66,118 | 6,227 | 1.68% | 1.6% | 68 | +4,110 | 6.63% | Q4 2025 | Feb 02, 2026 |
| Leslie Global Wealth, LLC | History | Added to | 62,063 | 5,845 | 2.63% | 2.64% | 69 | +2,488 | 4.18% | Q4 2025 | Feb 02, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 61,975 | 5,837 | 0.01% | 0.01% | 70 | -1,285 | -2.03% | Q4 2025 | Feb 02, 2026 |
| Financial Security Advisor, Inc. | History | Reduced | 60,317 | 5,681 | 1.1% | 1.22% | 71 | -671 | -1.1% | Q4 2025 | Feb 05, 2026 |
| Leicht Financial Planning & Wealth Management, Inc. | History | Added to | 57,806 | 5,444 | 2.43% | 2.45% | 72 | +223 | 0.39% | Q4 2025 | Feb 04, 2026 |
| Creative Planning | History | Reduced | 57,213 | 5,388 | 0.0% | 0.0% | 73 | -1,028 | -1.77% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Reduced | 56,450 | 5,317 | 0.01% | 0.02% | 74 | -63,074 | -52.77% | Q4 2025 | Jan 23, 2026 |
| WealthShield Partners, LLC | History | Reduced | 54,999 | 5,180 | 0.57% | 0.6% | 75 | -1,151 | -2.05% | Q4 2025 | Feb 03, 2026 |
| New England Capital Financial Advisors LLC | History | Added to | 52,404 | 4,935 | 1.93% | 2.01% | 76 | +2,293 | 4.58% | Q4 2025 | Feb 02, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 51,941 | 4,892 | 2.36% | 2.44% | 77 | -1,619 | -3.02% | Q4 2025 | Feb 05, 2026 |
| Graney & King, LLC | History | Reduced | 51,366 | 4,838 | 2.83% | 3.73% | 78 | -5,793 | -10.13% | Q4 2025 | Feb 13, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 50,528 | 4,759 | 1.59% | 1.63% | 79 | -19 | -0.04% | Q4 2025 | Jan 28, 2026 |
| ERn Financial, LLC | History | Reduced | 50,375 | 4,744 | 0.89% | 0.96% | 80 | -924 | -1.8% | Q4 2025 | Jan 15, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 50,189 | 4,727 | 0.53% | 0.59% | 81 | -3,579 | -6.66% | Q4 2025 | Jan 08, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 49,223 | 4,636 | 0.11% | 0.11% | 82 | +2,596 | 5.57% | Q4 2025 | Jan 28, 2026 |
| Midwest Financial Group LLC | History | Added to | 48,941 | 4,609 | 2.04% | 2.01% | 83 | +4,312 | 9.66% | Q4 2025 | Jan 20, 2026 |
| McAdam, LLC | History | Reduced | 48,338 | 4,552 | 0.21% | 0.23% | 84 | -2,052 | -4.07% | Q4 2025 | Feb 13, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 47,876 | 4,509 | 2.91% | 2.58% | 85 | -2,668 | -5.28% | Q4 2025 | Feb 09, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 47,519 | 4,475 | 0.5% | 0.53% | 86 | +446 | 0.95% | Q4 2025 | Feb 13, 2026 |
| Livet Wealth, LLC | History | New | 47,189 | 4,444 | 2.74% | — | 87 | +47,189 | New | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 46,954 | 4,422 | 0.0% | 0.0% | 88 | -10,000 | -17.56% | Q4 2025 | Mar 25, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 49,222 | 4,387 | 0.11% | 0.09% | 89 | +1,003 | 2.08% | Q4 2025 | Feb 11, 2026 |
| Probity Advisors, Inc. | History | Added to | 45,797 | 4,313 | 0.69% | 0.65% | 90 | +3,110 | 7.29% | Q4 2025 | Jan 27, 2026 |
| Marathon Mission, Inc. | History | Added to | 45,757 | 4,309 | 2.49% | 2.5% | 91 | +1,252 | 2.81% | Q4 2025 | Jan 05, 2026 |
| Corient Private Wealth LLC | History | Added to | 45,482 | 4,284 | 0.01% | 0.0% | 92 | +42,779 | 1582.65% | Q4 2025 | Mar 09, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 45,141 | 4,251 | 0.05% | 0.06% | 93 | -6,627 | -12.8% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 44,951 | 4,233 | 0.0% | — | 94 | +44,951 | New | Q4 2025 | Feb 17, 2026 |
| Quent Capital, LLC | History | Added to | 44,502 | 4,191 | 0.3% | 0.14% | 95 | +26,575 | 148.24% | Q4 2025 | Jan 29, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 44,396 | 4,181 | 0.08% | 0.09% | 96 | -705 | -1.56% | Q4 2025 | Feb 06, 2026 |
| Merit Financial Group, LLC | History | Added to | 44,131 | 4,156 | 0.03% | 0.01% | 97 | +28,633 | 184.75% | Q4 2025 | Jan 26, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 43,342 | 4,082 | 0.03% | 0.03% | 98 | -462 | -1.05% | Q4 2025 | Feb 12, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 43,160 | 4,065 | 0.06% | 0.08% | 99 | -9,828 | -18.55% | Q4 2025 | Feb 09, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 38,962 | 3,896 | 0.1% | 0.09% | 100 | +1,594 | 4.27% | Q4 2025 | Jan 28, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 38,829 | 3,657 | 0.0% | 0.0% | 101 | -1,282 | -3.2% | Q4 2025 | Feb 13, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 38,119 | 3,590 | 0.48% | — | 102 | +38,119 | New | Q4 2025 | Feb 04, 2026 |
| Stillwater Capital Advisors, LLC | History | Added to | 37,893 | 3,569 | 0.38% | 0.34% | 103 | +5,429 | 16.72% | Q4 2025 | Jan 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 37,861 | 3,566 | 0.02% | 0.02% | 104 | +529 | 1.42% | Q4 2025 | Feb 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 34,731 | 3,271 | 0.02% | 0.02% | 105 | +3,330 | 10.6% | Q4 2025 | Jan 29, 2026 |
| Prestige Wealth Management Group LLC | History | Added to | 34,340 | 3,234 | 0.62% | 0.62% | 106 | +442 | 1.3% | Q4 2025 | Feb 11, 2026 |
| Capital Analysts, LLC | History | Added to | 33,879 | 3,191 | 0.1% | 0.09% | 107 | +1,165 | 3.56% | Q4 2025 | Feb 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 33,423 | 3,148 | 0.0% | 0.01% | 108 | -1,850 | -5.24% | Q4 2025 | Feb 18, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 33,303 | 3,136 | 0.15% | 0.19% | 109 | -409 | -1.21% | Q4 2025 | Jan 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 33,009 | 3,109 | 0.06% | 0.07% | 110 | +451 | 1.39% | Q4 2025 | Feb 09, 2026 |
| May Barnhard Investments LLC | History | Reduced | 32,487 | 3,060 | 1.45% | 1.56% | 111 | -3,219 | -9.02% | Q4 2025 | Jan 28, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 31,287 | 2,946 | 0.52% | 0.55% | 112 | -769 | -2.4% | Q4 2025 | Jan 15, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 31,258 | 2,944 | 0.11% | 0.1% | 113 | +2,505 | 8.71% | Q4 2025 | Feb 17, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Reduced | 31,153 | 2,934 | 1.46% | 1.54% | 114 | -161 | -0.51% | Q4 2025 | Jan 22, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 31,041 | 2,923 | 0.32% | 0.39% | 115 | -4,054 | -11.55% | Q4 2025 | Feb 13, 2026 |
| IFG Advisory, LLC | History | Added to | 30,703 | 2,891 | 0.13% | 0.03% | 116 | +22,714 | 284.32% | Q4 2025 | Feb 10, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 29,827 | 2,809 | 0.19% | 0.17% | 117 | +2,859 | 10.6% | Q4 2025 | Jan 27, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 29,659 | 2,793 | 0.22% | 0.23% | 118 | +196 | 0.67% | Q4 2025 | Feb 17, 2026 |
| TME FINANCIAL, INC. | History | Reduced | 29,625 | 2,790 | 1.96% | 2.12% | 119 | -446 | -1.48% | Q4 2025 | Jan 27, 2026 |
| ABOUND FINANCIAL, LLC | History | Added to | 29,130 | 2,743 | 1.06% | 0.99% | 120 | +2,935 | 11.2% | Q4 2025 | Feb 17, 2026 |
| GEN Financial Management, INC. | History | Reduced | 29,113 | 2,742 | 1.73% | 2.41% | 121 | -534 | -1.8% | Q4 2025 | Jan 15, 2026 |
| BlackRock, Inc. | History | New | 28,892 | 2,721 | 0.0% | — | 122 | +28,892 | New | Q4 2025 | Feb 12, 2026 |
| Wealth Watch Advisors, INC | History | Reduced | 28,779 | 2,710 | 1.0% | 1.14% | 123 | -480 | -1.64% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 28,191 | 2,655 | 0.01% | — | 124 | +28,191 | New | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 28,132 | 2,649 | 0.01% | 0.01% | 125 | +7,597 | 37.0% | Q4 2025 | Feb 17, 2026 |
| Portside Wealth Group, LLC | History | Added to | 27,832 | 2,621 | 0.35% | 0.32% | 126 | +2,957 | 11.89% | Q4 2025 | Jan 21, 2026 |
| Whitegate Investment Counselors, Inc. | History | Reduced | 27,285 | 2,569 | 0.8% | 0.87% | 127 | -747 | -2.66% | Q4 2025 | Feb 10, 2026 |
| Forbes Financial Planning, Inc. | History | Reduced | 27,009 | 2,544 | 1.49% | 6.19% | 128 | -71,506 | -72.58% | Q4 2025 | Jan 26, 2026 |
| Larson Financial Group LLC | History | Added to | 26,748 | 2,519 | 0.08% | 0.09% | 129 | +219 | 0.83% | Q4 2025 | Feb 06, 2026 |
| Clarus Wealth Advisors | History | New | 25,323 | 2,508 | 1.04% | — | 130 | +25,323 | New | Q4 2025 | Jan 14, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 25,790 | 2,429 | 0.11% | 0.13% | 131 | -1,195 | -4.43% | Q4 2025 | Feb 17, 2026 |
| Copia Wealth Management | History | Added to | 25,522 | 2,403 | 1.72% | 1.71% | 132 | +1,058 | 4.32% | Q4 2025 | Feb 06, 2026 |
| IHT Wealth Management, LLC | History | Added to | 25,169 | 2,370 | 0.06% | 0.06% | 133 | +1,237 | 5.17% | Q4 2025 | Feb 17, 2026 |
| Brookstone Capital Management | History | Reduced | 24,715 | 2,327 | 0.03% | 0.03% | 134 | -277 | -1.11% | Q4 2025 | Jan 15, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 24,536 | 2,311 | 0.08% | 0.08% | 135 | -634 | -2.52% | Q4 2025 | Jan 12, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Reduced | 24,167 | 2,276 | 0.51% | 1.08% | 136 | -25,643 | -51.48% | Q4 2025 | Jan 13, 2026 |
| Tempo Wealth, LLC | History | New | 23,967 | 2,257 | 0.4% | — | 137 | +23,967 | New | Q4 2025 | Feb 25, 2026 |
| Capital Square, LLC | History | Reduced | 23,771 | 2,238 | 1.14% | 1.15% | 138 | -244 | -1.02% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 23,443 | 2,208 | 0.04% | 0.04% | 139 | +5,039 | 27.38% | Q4 2025 | Feb 06, 2026 |
| Blue Barn Wealth, LLC | History | Reduced | 23,180 | 2,183 | 3.18% | 2.74% | 140 | -42,872 | -64.91% | Q4 2025 | Feb 10, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 23,137 | 2,179 | 0.16% | 0.15% | 141 | +2,179 | 10.4% | Q4 2025 | Feb 13, 2026 |
| Advisor OS, LLC | History | Reduced | 22,806 | 2,148 | 0.17% | 0.19% | 142 | -162 | -0.71% | Q4 2025 | Feb 04, 2026 |
| Barden Capital Management, Inc. | History | Added to | 22,708 | 2,138 | 1.76% | 1.64% | 143 | +1,825 | 8.74% | Q4 2025 | Jan 06, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Added to | 22,651 | 2,133 | 1.06% | 1.02% | 144 | +1,011 | 4.67% | Q4 2025 | Jan 30, 2026 |
| Collier Financial | History | Reduced | 22,558 | 2,124 | 1.6% | 1.64% | 145 | -497 | -2.16% | Q4 2025 | Feb 12, 2026 |
| Ignite Planners, LLC | History | Added to | 21,276 | 2,100 | 0.32% | 0.28% | 146 | +3,441 | 19.29% | Q4 2025 | Feb 06, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 22,250 | 2,095 | 0.11% | 0.11% | 147 | +932 | 4.37% | Q4 2025 | Feb 04, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 22,087 | 2,080 | 0.1% | 0.07% | 148 | +4,063 | 22.54% | Q4 2025 | Jan 21, 2026 |
| Inman Jager Wealth Management, LLC | History | Added to | 21,989 | 2,071 | 1.27% | 1.26% | 149 | +1,139 | 5.46% | Q4 2025 | Jan 26, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Added to | 20,979 | 1,975 | 0.7% | 0.72% | 150 | +318 | 1.54% | Q4 2025 | Feb 13, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Added to | 20,696 | 1,949 | 0.51% | 0.56% | 151 | +194 | 0.95% | Q4 2025 | Feb 13, 2026 |
| Western Wealth Management, LLC | History | Added to | 20,571 | 1,937 | 0.09% | 0.1% | 152 | +1,295 | 6.72% | Q4 2025 | Feb 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 20,426 | 1,923 | 0.0% | 0.0% | 153 | +9,061 | 79.73% | Q4 2025 | Feb 11, 2026 |
| Dynamic Financial Group | History | Added to | 20,408 | 1,922 | 1.64% | 1.6% | 154 | +843 | 4.31% | Q4 2025 | Jan 26, 2026 |
| M&T BANK CORP | History | Reduced | 19,918 | 1,876 | 0.01% | 0.01% | 155 | -1,056 | -5.03% | Q4 2025 | Jan 30, 2026 |
| Palisades Hudson Asset Management, L.P. | History | Reduced | 19,395 | 1,827 | 0.71% | 0.68% | 156 | -471 | -2.37% | Q4 2025 | Jan 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 18,880 | 1,778 | 0.0% | 0.0% | 157 | -427 | -2.21% | Q4 2025 | Feb 17, 2026 |
| TAGStone Capital, Inc. | History | Added to | 18,878 | 1,778 | 0.66% | 0.7% | 158 | +190 | 1.02% | Q4 2025 | Feb 10, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 18,709 | 1,762 | 0.14% | 0.16% | 159 | -2,834 | -13.16% | Q4 2025 | Feb 10, 2026 |
| Partners in Financial Planning | History | Added to | 18,671 | 1,758 | 0.3% | 0.3% | 160 | +163 | 0.88% | Q4 2025 | Feb 02, 2026 |
| Gibbs Wealth Management | History | Reduced | 17,294 | 1,703 | 0.41% | 0.39% | 161 | -843 | -4.65% | Q4 2025 | Jan 23, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 17,958 | 1,691 | 0.24% | 0.26% | 162 | -383 | -2.09% | Q4 2025 | Feb 13, 2026 |
| Triangle Securities Wealth Management | History | Added to | 17,708 | 1,667 | 0.35% | 0.08% | 163 | +14,164 | 399.66% | Q4 2025 | Jan 13, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 16,173 | 1,593 | 0.36% | 0.39% | 164 | -341 | -2.06% | Q4 2025 | Jan 23, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 16,856 | 1,587 | 0.0% | 0.0% | 165 | +10,722 | 174.8% | Q4 2025 | Feb 17, 2026 |
| Arkadios Wealth Advisors | History | New | 16,341 | 1,539 | 0.03% | — | 166 | +16,341 | New | Q4 2025 | Feb 13, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 16,125 | 1,518 | 0.4% | 0.26% | 167 | +6,868 | 74.19% | Q4 2025 | Jan 27, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 16,082 | 1,514 | 0.26% | — | 168 | +16,082 | New | Q4 2025 | Feb 12, 2026 |
| Courage Miller Partners, LLC | History | Reduced | 15,965 | 1,503 | 0.45% | 0.46% | 169 | -412 | -2.52% | Q4 2025 | Jan 26, 2026 |
| FMR LLC | History | Added to | 15,443 | 1,454 | 0.0% | 0.0% | 170 | +3,040 | 24.51% | Q4 2025 | Feb 17, 2026 |
| FELL CAPITAL MANAGEMENT /ADV | History | New | 15,404 | 1,450 | 1.41% | — | 171 | +15,404 | New | Q4 2025 | Mar 27, 2026 |
| World Investment Advisors | History | Reduced | 15,285 | 1,439 | 0.02% | 0.03% | 172 | -232 | -1.5% | Q4 2025 | Mar 12, 2026 |
| JNBA Financial Advisors | History | Reduced | 14,864 | 1,400 | 0.12% | 0.13% | 173 | -773 | -4.94% | Q4 2025 | Jan 26, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 14,687 | 1,383 | 0.02% | 0.02% | 174 | +384 | 2.68% | Q4 2025 | Jan 20, 2026 |
| Haverford Trust Co | History | Reduced | 14,340 | 1,350 | 0.01% | 0.01% | 175 | -100 | -0.69% | Q4 2025 | Feb 13, 2026 |
| MOTIVE WEALTH ADVISORS | History | Reduced | 14,155 | 1,333 | 0.57% | 0.58% | 176 | -3 | -0.02% | Q4 2025 | Jan 15, 2026 |
| XTX Topco Ltd | History | New | 13,891 | 1,308 | 0.03% | — | 178 | +13,891 | New | Q4 2025 | Feb 17, 2026 |
| Investors Research Corp | History | Reduced | 13,895 | 1,308 | 0.24% | 0.24% | 177 | -36 | -0.26% | Q4 2025 | Jan 06, 2026 |
| LTG Capital LLC | History | Added to | 13,393 | 1,261 | 0.98% | 0.95% | 179 | +558 | 4.35% | Q4 2025 | Feb 11, 2026 |
| Bleakley Financial Group, LLC | History | New | 13,360 | 1,258 | 0.02% | — | 181 | +13,360 | New | Q4 2025 | Feb 09, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 13,357 | 1,258 | 0.01% | 0.01% | 180 | +122 | 0.92% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 13,219 | 1,245 | 0.0% | 0.01% | 182 | -505 | -3.68% | Q4 2025 | Feb 18, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 13,085 | 1,232 | 0.07% | 0.07% | 183 | +2,272 | 21.01% | Q4 2025 | Feb 10, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 12,863 | 1,211 | 0.02% | 0.03% | 184 | -396 | -2.99% | Q4 2025 | Feb 12, 2026 |
| Horizon Investments, LLC | History | Added to | 12,764 | 1,202 | 0.02% | 0.01% | 185 | +2,228 | 21.15% | Q4 2025 | Feb 02, 2026 |
| WILLNER & HELLER, LLC | History | New | 12,753 | 1,201 | 0.86% | — | 186 | +12,753 | New | Q4 2025 | Jan 12, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 12,519 | 1,179 | 0.0% | 0.0% | 187 | -183 | -1.44% | Q4 2025 | Feb 10, 2026 |
| Friday Financial | History | Reduced | 12,479 | 1,175 | 0.41% | 0.6% | 188 | -2,803 | -18.34% | Q4 2025 | Jan 09, 2026 |
| Indie Asset Partners, LLC | History | Reduced | 12,276 | 1,156 | 1.29% | 1.8% | 189 | -2,041 | -14.26% | Q4 2025 | Feb 03, 2026 |
| Payne Capital Management, LLC | History | Added to | 11,963 | 1,126 | 0.36% | 0.35% | 190 | +289 | 2.48% | Q4 2025 | Feb 02, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 11,911 | 1,121 | 0.11% | 0.12% | 191 | -1,012 | -7.83% | Q4 2025 | Jan 23, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 11,811 | 1,112 | 0.04% | — | 192 | +11,811 | New | Q4 2025 | Feb 13, 2026 |
| Brooklyn Investment Group | History | New | 11,519 | 1,112 | 0.05% | — | 193 | +11,519 | New | Q4 2025 | Feb 12, 2026 |
| Clear Retirement Advice LLC | History | New | 11,214 | 1,110 | 0.86% | — | 194 | +11,214 | New | Q4 2025 | Feb 24, 2026 |
| AlphaCore Capital LLC | History | Added to | 11,589 | 1,091 | 0.02% | 0.01% | 195 | +9,231 | 391.48% | Q4 2025 | Feb 05, 2026 |
| Occidental Asset Management, LLC | History | Reduced | 11,221 | 1,056 | 0.13% | 0.14% | 196 | -332 | -2.87% | Q4 2025 | Jan 08, 2026 |
| Confluence Wealth Services, Inc. | History | Reduced | 11,007 | 1,036 | 0.04% | 0.05% | 197 | -259 | -2.3% | Q4 2025 | Jan 28, 2026 |
| Diligent Investors, LLC | History | Reduced | 10,799 | 1,017 | 0.25% | 0.28% | 198 | -970 | -8.24% | Q4 2025 | Jan 23, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 10,751 | 1,012 | 0.07% | 0.07% | 199 | +244 | 2.32% | Q4 2025 | Jan 16, 2026 |
| PSI Advisors, LLC | History | Reduced | 10,676 | 1,005 | 0.25% | 0.27% | 200 | -344 | -3.12% | Q4 2025 | Feb 09, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Reduced | 10,638 | 1,002 | 0.35% | 0.41% | 201 | -1,262 | -10.61% | Q4 2025 | Jan 27, 2026 |
| Advisory Services Network, LLC | History | Added to | 10,453 | 984 | 0.01% | 0.0% | 202 | +9,702 | 1291.88% | Q4 2025 | Feb 17, 2026 |
| Trilogy Capital Inc. | History | Added to | 10,267 | 967 | 0.04% | 0.03% | 203 | +2,709 | 35.84% | Q4 2025 | Jan 22, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 10,175 | 958 | 0.01% | 0.01% | 204 | +2,115 | 26.24% | Q4 2025 | Feb 17, 2026 |
| Visionary Wealth Advisors | History | Reduced | 10,018 | 943 | 0.04% | 0.05% | 205 | -684 | -6.39% | Q4 2025 | Feb 13, 2026 |
| Idaho Trust Co | History | Reduced | 9,916 | 933 | 0.31% | 0.37% | 206 | -1,601 | -13.9% | Q4 2025 | Feb 05, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 9,844 | 927 | 0.01% | 0.01% | 207 | +240 | 2.5% | Q4 2025 | Feb 18, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 9,795 | 922 | 0.04% | 0.04% | 208 | -933 | -8.7% | Q4 2025 | Feb 12, 2026 |
| BURNEY CO/ | History | Reduced | 9,562 | 900 | 0.03% | 0.03% | 209 | -137 | -1.41% | Q4 2025 | Jan 23, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 9,250 | 890 | 0.08% | 0.07% | 210 | +490 | 5.59% | Q4 2025 | Jan 28, 2026 |
| MidAtlantic Capital Management, Inc. | History | Reduced | 9,340 | 879 | 0.56% | 0.6% | 211 | -9 | -0.1% | Q4 2025 | Feb 10, 2026 |
| Bill Few Associates, Inc. | History | Added to | 9,273 | 873 | 0.21% | 0.18% | 212 | +1,676 | 22.06% | Q4 2025 | Jan 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 9,223 | 868 | 0.01% | 0.01% | 213 | +4,467 | 93.92% | Q4 2025 | Jan 21, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 9,177 | 864 | 0.0% | 0.0% | 214 | +471 | 5.41% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 9,061 | 853 | 0.0% | 0.0% | 215 | +204 | 2.3% | Q4 2025 | Jan 29, 2026 |
| One Capital Management, LLC | History | Reduced | 8,769 | 825 | 0.02% | 0.04% | 217 | -3,568 | -28.92% | Q4 2025 | Feb 10, 2026 |
| Valmark Advisers, Inc. | History | Added to | 8,766 | 825 | 0.01% | 0.01% | 216 | +713 | 8.85% | Q4 2025 | Jan 26, 2026 |
| Freedom Investment Management, Inc. | History | Added to | 8,729 | 822 | 0.24% | 0.21% | 218 | +103 | 1.19% | Q4 2025 | Feb 06, 2026 |
| Topel & Distasi Wealth Management, LLC | History | No change | 8,603 | 810 | 0.4% | 0.4% | 219 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Midwest Trust Co | History | Reduced | 8,544 | 804 | 0.01% | 0.01% | 220 | -297 | -3.36% | Q4 2025 | Feb 04, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 8,523 | 802 | 0.01% | — | 221 | +8,523 | New | Q4 2025 | Feb 18, 2026 |
| Equity Wealth Partners, LLC | History | Added to | 8,503 | 800 | 0.52% | 0.64% | 222 | +143 | 1.71% | Q4 2025 | Jan 26, 2026 |
| VANCE WEALTH, LLC | History | Reduced | 8,263 | 778 | 0.23% | 0.26% | 223 | -649 | -7.28% | Q4 2025 | Feb 17, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 8,184 | 770 | 0.02% | 0.02% | 224 | +64 | 0.79% | Q4 2025 | Feb 17, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 8,083 | 761 | 0.01% | 0.01% | 225 | -546 | -6.33% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Reduced | 8,063 | 759 | 0.0% | 0.0% | 226 | -30,186 | -78.92% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 7,980 | 751 | 0.0% | 0.0% | 227 | +5,046 | 171.98% | Q4 2025 | Mar 16, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 7,902 | 744 | 0.2% | 0.3% | 228 | +392 | 5.22% | Q4 2025 | Feb 09, 2026 |
| COMERICA BANK | History | Reduced | 7,695 | 724 | 0.0% | 0.0% | 229 | -6 | -0.08% | Q4 2025 | Jan 29, 2026 |
| CONNORS INVESTOR SERVICES INC | History | No change | 7,655 | 721 | 0.06% | 0.06% | 230 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 7,500 | 706 | 0.0% | 0.0% | 231 | -5,400 | -41.86% | Q4 2025 | Feb 17, 2026 |
| Sigma Planning Corp | History | Added to | 9,408 | 702 | 0.02% | 0.02% | 232 | +526 | 5.92% | Q4 2025 | Jan 30, 2026 |
| Winthrop Capital Management, LLC | History | Added to | 7,404 | 697 | 0.16% | 0.16% | 233 | +245 | 3.42% | Q4 2025 | Feb 10, 2026 |
| TRITONPOINT WEALTH, LLC | History | No change | 7,386 | 695 | 0.07% | 0.06% | 234 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Asset Dedication, LLC | History | Reduced | 7,324 | 689 | 0.05% | 0.05% | 235 | -310 | -4.06% | Q4 2025 | Jan 26, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 7,233 | 681 | 0.01% | 0.01% | 236 | +407 | 5.96% | Q4 2025 | Jan 23, 2026 |
| CENTRAL TRUST Co | History | Reduced | 7,214 | 679 | 0.01% | 0.01% | 237 | -255 | -3.41% | Q4 2025 | Feb 02, 2026 |
| Slagle Financial, LLC | History | Added to | 7,206 | 678 | 0.24% | 0.24% | 238 | +336 | 4.89% | Q4 2025 | Jan 26, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Reduced | 6,666 | 671 | 0.04% | 0.04% | 239 | -379 | -5.38% | Q4 2025 | Jan 26, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 7,120 | 670 | 0.06% | 0.06% | 240 | -247 | -3.35% | Q4 2025 | Jan 26, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 7,030 | 662 | 0.02% | 0.03% | 241 | -1,643 | -18.94% | Q4 2025 | Jan 07, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 6,920 | 651 | 0.01% | 0.0% | 242 | -142 | -2.01% | Q4 2025 | Feb 13, 2026 |
| Summit Financial, LLC | History | No change | 6,817 | 642 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Vestwell Advisors, LLC | History | Reduced | 6,793 | 639 | 0.09% | 0.24% | 244 | -375 | -5.23% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 6,768 | 637 | 0.0% | 0.0% | 245 | -643 | -8.68% | Q4 2025 | Jan 30, 2026 |
| Diversified Investment Strategies, LLC | History | Added to | 6,637 | 625 | 0.41% | 0.36% | 246 | +873 | 15.15% | Q4 2025 | Feb 09, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 6,631 | 624 | 0.0% | 0.0% | 247 | -16 | -0.24% | Q4 2025 | Feb 12, 2026 |
| Vawter Financial, Ltd. | History | Reduced | 6,548 | 616 | 0.26% | 0.29% | 248 | -210 | -3.11% | Q4 2025 | Feb 02, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 6,514 | 613 | 0.19% | 0.19% | 249 | -150 | -2.25% | Q4 2025 | Jan 29, 2026 |
| Smart Portfolios, LLC | History | No change | 6,455 | 607 | 0.6% | 0.59% | 250 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Grant Private Wealth Management Inc | History | Added to | 6,433 | 605 | 0.37% | 0.29% | 251 | +1,500 | 30.41% | Q4 2025 | Jan 05, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | Added to | 6,410 | 604 | 0.16% | 0.15% | 252 | +288 | 4.7% | Q4 2025 | Feb 09, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 6,317 | 594 | 0.07% | 0.1% | 253 | -1,594 | -20.15% | Q4 2025 | Jan 09, 2026 |
| Independent Advisor Alliance | History | Added to | 6,254 | 589 | 0.01% | 0.02% | 254 | +9 | 0.14% | Q4 2025 | Feb 04, 2026 |
| Atlas Brown,Inc. | History | Added to | 6,139 | 578 | 0.17% | 0.17% | 255 | +3 | 0.05% | Q4 2025 | Jan 09, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 6,101 | 574 | 0.05% | 0.05% | 256 | +60 | 0.99% | Q4 2025 | Jan 23, 2026 |
| Eagle Strategies LLC | History | Added to | 5,952 | 560 | 0.07% | 0.07% | 257 | +131 | 2.25% | Q4 2025 | Jan 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 5,904 | 556 | 0.0% | 0.0% | 258 | -1,009 | -14.6% | Q4 2025 | Feb 06, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 5,878 | 545 | 0.15% | 0.17% | 259 | +10 | 0.17% | Q4 2025 | Feb 10, 2026 |
| Intrua Financial, LLC | History | Added to | 5,695 | 536 | 0.06% | 0.05% | 260 | +1,040 | 22.34% | Q4 2025 | Feb 05, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Reduced | 5,655 | 532 | 0.02% | 0.02% | 261 | -262 | -4.43% | Q4 2025 | Feb 13, 2026 |
| Advisor Resource Council | History | New | 5,340 | 531 | 0.19% | — | 262 | +5,340 | New | Q4 2025 | Feb 10, 2026 |
| Prospera Financial Services Inc | History | Added to | 5,511 | 519 | 0.01% | 0.01% | 263 | +2,067 | 60.02% | Q4 2025 | Feb 09, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 5,496 | 517 | 0.54% | 0.56% | 264 | +92 | 1.7% | Q4 2025 | Feb 13, 2026 |
| Towerpoint Wealth, LLC | History | Added to | 5,462 | 514 | 0.2% | 0.21% | 265 | +6 | 0.11% | Q4 2025 | Jan 15, 2026 |
| Strategic Advocates LLC | History | Added to | 5,365 | 513 | 0.13% | 0.13% | 266 | +10 | 0.19% | Q4 2025 | Feb 11, 2026 |
| First City Capital Management, Inc. | History | Reduced | 5,428 | 511 | 0.27% | 0.28% | 267 | -20 | -0.37% | Q4 2025 | Jan 14, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Added to | 5,357 | 504 | 0.16% | 0.16% | 268 | +103 | 1.96% | Q4 2025 | Feb 12, 2026 |
| Waverly Advisors, LLC | History | Reduced | 5,303 | 499 | 0.0% | 0.01% | 270 | -282 | -5.05% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 5,300 | 499 | 0.01% | 0.01% | 269 | +58 | 1.11% | Q4 2025 | Feb 12, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 5,268 | 496 | 0.01% | 0.01% | 271 | +405 | 8.33% | Q4 2025 | Jan 23, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 5,261 | 495 | 0.02% | 0.03% | 272 | +409 | 8.43% | Q4 2025 | Feb 04, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 5,218 | 491 | 0.02% | 0.02% | 273 | -279 | -5.08% | Q4 2025 | Jan 06, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 5,180 | 487 | 0.08% | 0.08% | 274 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 5,135 | 483 | 0.07% | 0.07% | 275 | +343 | 7.16% | Q4 2025 | Feb 10, 2026 |
| TFB Advisors LLC | History | Reduced | 5,121 | 482 | 0.13% | 0.15% | 276 | -283 | -5.24% | Q4 2025 | Feb 13, 2026 |
| Fairscale Capital, LLC | History | Added to | 5,056 | 476 | 0.32% | 0.29% | 277 | +524 | 11.56% | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 4,990 | 470 | 0.03% | 0.03% | 278 | +1,025 | 25.85% | Q4 2025 | Jan 21, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 4,901 | 461 | 0.0% | 0.0% | 279 | +415 | 9.25% | Q4 2025 | Feb 17, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 4,899 | 461 | 0.18% | 0.19% | 280 | -239 | -4.65% | Q4 2025 | Feb 04, 2026 |
| Clearstead Advisors, LLC | History | No change | 4,870 | 458 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Urban Financial Advisory Corp | History | Reduced | 4,855 | 457 | 0.18% | 0.22% | 282 | -260 | -5.08% | Q4 2025 | Feb 04, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 4,809 | 452 | 0.01% | 0.01% | 283 | -184 | -3.69% | Q4 2025 | Feb 09, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 4,745 | 446 | 0.03% | 0.03% | 284 | -115 | -2.37% | Q4 2025 | Feb 10, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Reduced | 4,728 | 445 | 0.28% | 0.31% | 287 | -326 | -6.45% | Q4 2025 | Feb 05, 2026 |
| Sandy Cove Advisors, LLC | History | Reduced | 4,733 | 445 | 0.13% | 0.14% | 285 | -61 | -1.27% | Q4 2025 | Feb 09, 2026 |
| Laraway Financial Advisors Inc | History | No change | 4,735 | 445 | 0.29% | 0.3% | 286 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NORDEN GROUP LLC | History | Reduced | 4,696 | 442 | 0.04% | 0.05% | 288 | -65 | -1.37% | Q4 2025 | Jan 13, 2026 |
| Texas Yale Capital Corp. | History | No change | 4,681 | 440 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Solutions 4 Wealth, Ltd | History | Added to | 4,640 | 437 | 0.66% | 0.41% | 291 | +1,854 | 66.55% | Q4 2025 | Feb 09, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 4,641 | 437 | 0.05% | 0.06% | 290 | +1 | 0.02% | Q4 2025 | Jan 26, 2026 |
| Waldron Private Wealth LLC | History | No change | 4,580 | 431 | 0.02% | 0.02% | 292 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 4,491 | 423 | 0.05% | 0.05% | 293 | -106 | -2.31% | Q4 2025 | Feb 10, 2026 |
| Avestar Capital, LLC | History | Reduced | 4,434 | 417 | 0.03% | 0.03% | 294 | -11 | -0.25% | Q4 2025 | Feb 10, 2026 |
| BROWN ADVISORY INC | History | Added to | 4,422 | 416 | 0.0% | 0.0% | 295 | +621 | 16.34% | Q4 2025 | Feb 13, 2026 |
| Stonebridge Wealth Management, LLC | History | Reduced | 4,372 | 411 | 0.39% | 1.64% | 296 | -15,942 | -78.48% | Q4 2025 | Jan 07, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 4,325 | 407 | 0.04% | 0.04% | 297 | -110 | -2.48% | Q4 2025 | Jan 07, 2026 |
| Hudson Portfolio Management LLC | History | Reduced | 4,275 | 402 | 0.35% | 0.39% | 298 | -425 | -9.04% | Q4 2025 | Feb 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 4,239 | 399 | 0.0% | — | 299 | +4,239 | New | Q4 2025 | Feb 18, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Added to | 4,213 | 396 | 0.08% | 0.09% | 301 | +5 | 0.12% | Q4 2025 | Feb 03, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 4,214 | 396 | 0.01% | 0.01% | 300 | -1 | -0.02% | Q4 2025 | Jan 22, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 4,164 | 392 | 0.02% | 0.02% | 302 | +198 | 4.99% | Q4 2025 | Jan 20, 2026 |
| Bishop & Co Investment Management, LLC | History | Reduced | 4,137 | 389 | 0.13% | 0.13% | 303 | -1 | -0.02% | Q4 2025 | Jan 21, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 4,106 | 386 | 0.02% | 0.02% | 304 | -47 | -1.13% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 4,093 | 385 | 0.0% | 0.0% | 305 | -855 | -17.28% | Q4 2025 | Feb 12, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 4,076 | 383 | 0.01% | 0.01% | 306 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Quantinno Capital Management LP | History | Added to | 4,022 | 378 | 0.0% | 0.0% | 307 | +610 | 17.88% | Q4 2025 | Feb 17, 2026 |
| Falcon Wealth Planning | History | Reduced | 4,023 | 378 | 0.03% | 0.03% | 308 | -6 | -0.15% | Q4 2025 | Feb 03, 2026 |
| DELTA CAPITAL MANAGEMENT LLC | History | No change | 4,000 | 377 | 0.21% | 0.19% | 309 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| JANE STREET GROUP, LLC | History | New | 4,000 | 376 | 0.0% | — | 310 | +4,000 | New | Q4 2025 | Feb 12, 2026 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | History | Added to | 3,959 | 372 | 0.09% | 0.07% | 311 | +807 | 25.6% | Q4 2025 | Feb 13, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 3,940 | 371 | 0.03% | 0.03% | 312 | +67 | 1.73% | Q4 2025 | Jan 09, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 3,945 | 371 | 0.0% | 0.0% | 313 | +40 | 1.02% | Q4 2025 | Feb 02, 2026 |
| Third View Private Wealth, LLC | History | New | 3,919 | 369 | 0.05% | — | 314 | +3,919 | New | Q4 2025 | Jan 23, 2026 |
| Net Worth Advisory Group | History | New | 3,857 | 363 | 0.07% | — | 315 | +3,857 | New | Q4 2025 | Jan 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 3,848 | 362 | 0.05% | — | 316 | +3,848 | New | Q4 2025 | Feb 09, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 3,819 | 359 | 0.05% | 0.04% | 317 | +1,163 | 43.79% | Q4 2025 | Feb 12, 2026 |
| Inspire Advisors, LLC | History | New | 3,811 | 358 | 0.03% | — | 318 | +3,811 | New | Q4 2025 | Feb 13, 2026 |
| Sensible Money, LLC | History | Reduced | 3,796 | 357 | 0.11% | 0.12% | 319 | -61 | -1.58% | Q4 2025 | Feb 09, 2026 |
| M3 Advisory Group, LLC | History | Added to | 3,755 | 353 | 0.22% | 0.22% | 320 | +1 | 0.03% | Q4 2025 | Jan 16, 2026 |
| Jacobs Equity LLC | History | New | 3,735 | 351 | 0.34% | — | 322 | +3,735 | New | Q4 2025 | Feb 19, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 3,491 | 351 | 0.01% | 0.01% | 321 | -220 | -5.93% | Q4 2025 | Jan 23, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 3,686 | 347 | 0.19% | 0.21% | 323 | -220 | -5.63% | Q4 2025 | Jan 23, 2026 |
| HF Advisory Group, LLC | History | Added to | 3,634 | 342 | 0.12% | 0.11% | 324 | +498 | 15.88% | Q4 2025 | Jan 23, 2026 |
| Wallace Advisory Group, LLC | History | Reduced | 3,624 | 341 | 0.36% | 0.46% | 325 | -2,779 | -43.4% | Q4 2025 | Jan 23, 2026 |
| Allworth Financial LP | History | New | 3,604 | 339 | 0.0% | — | 326 | +3,604 | New | Q4 2025 | Feb 05, 2026 |
| Ackerman Capital Advisors, LLC | History | Added to | 3,606 | 339 | 0.07% | 0.07% | 327 | +7 | 0.19% | Q4 2025 | Feb 11, 2026 |
| LOWERY THOMAS, LLC | History | Added to | 3,582 | 337 | 0.19% | 0.19% | 328 | +4 | 0.11% | Q4 2025 | Jan 26, 2026 |
| Legacy Trust | History | No change | 3,450 | 324 | 0.06% | 0.06% | 329 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Wealth Advisors Northwest LLC | History | Reduced | 3,423 | 322 | 0.14% | 0.17% | 331 | -388 | -10.18% | Q4 2025 | Jan 16, 2026 |
| Crescent Sterling, Ltd. | History | Added to | 3,425 | 322 | 0.33% | 0.33% | 330 | +45 | 1.33% | Q4 2025 | Jan 07, 2026 |
| Balefire, LLC | History | Added to | 3,414 | 321 | 0.06% | 0.05% | 332 | +975 | 39.98% | Q4 2025 | Jan 12, 2026 |
| CoreCap Advisors, LLC | History | Added to | 3,328 | 313 | 0.01% | 0.01% | 334 | +1,308 | 64.75% | Q4 2025 | Jan 13, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 3,324 | 313 | 0.02% | 0.02% | 333 | +339 | 11.36% | Q4 2025 | Feb 03, 2026 |
| Destiny Capital Corp/CO | History | No change | 3,323 | 312 | 0.16% | 0.17% | 335 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 3,306 | 311 | 0.02% | 0.02% | 336 | +2 | 0.06% | Q4 2025 | Feb 12, 2026 |
| SEI INVESTMENTS CO | History | New | 3,296 | 310 | 0.0% | — | 337 | +3,296 | New | Q4 2025 | Feb 13, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Added to | 3,292 | 310 | 0.09% | 0.09% | 338 | +3 | 0.09% | Q4 2025 | Feb 12, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 3,291 | 309 | 0.07% | 0.09% | 339 | -694 | -17.42% | Q4 2025 | Feb 02, 2026 |
| Cerity Partners LLC | History | Reduced | 3,266 | 307 | 0.0% | 0.0% | 340 | -95 | -2.83% | Q4 2025 | Feb 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 3,247 | 305 | 0.0% | 0.0% | 341 | -100 | -2.99% | Q4 2025 | Feb 06, 2026 |
| One Day In July LLC | History | No change | 3,153 | 296 | 0.02% | 0.03% | 342 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 3,138 | 295 | 0.0% | 0.0% | 343 | -472 | -13.07% | Q4 2025 | Feb 10, 2026 |
| Legacy Edge Advisors, LLC | History | New | 3,031 | 285 | 0.03% | — | 345 | +3,031 | New | Q4 2025 | Feb 02, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 3,030 | 285 | 0.01% | 0.01% | 344 | -479 | -13.65% | Q4 2025 | Feb 04, 2026 |
| Wrenne Financial Planning LLC | History | No change | 2,989 | 281 | 0.11% | 0.12% | 346 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BLVD Private Wealth, LLC | History | Reduced | 2,974 | 280 | 0.24% | 0.25% | 347 | -138 | -4.43% | Q4 2025 | Jan 27, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 2,966 | 279 | 0.01% | 0.01% | 348 | +6 | 0.2% | Q4 2025 | Feb 13, 2026 |
| Glenview Trust Co | History | No change | 2,923 | 275 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PFG Advisors | History | Reduced | 2,896 | 272 | 0.01% | 0.14% | 350 | -33,910 | -92.13% | Q4 2025 | Jan 27, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 2,885 | 271 | 0.09% | 0.09% | 351 | +4 | 0.14% | Q4 2025 | Jan 27, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 2,816 | 265 | 0.0% | 0.0% | 352 | +16 | 0.57% | Q4 2025 | Feb 11, 2026 |
| Orin Green Financial, LLC | History | No change | 2,805 | 264 | 0.11% | 0.11% | 353 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 2,744 | 258 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | New | 2,680 | 252 | 0.04% | — | 355 | +2,680 | New | Q4 2025 | Jan 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 2,657 | 250 | 0.01% | 0.01% | 356 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| AE Wealth Management LLC | History | Reduced | 2,620 | 246 | 0.0% | 0.0% | 357 | -969 | -27.0% | Q4 2025 | Jan 26, 2026 |
| Second Line Capital, LLC | History | Reduced | 2,613 | 246 | 0.05% | 0.05% | 358 | -153 | -5.53% | Q4 2025 | Feb 17, 2026 |
| WIREGRASS INVESTMENT MANAGEMENT LLC | History | New | 2,610 | 245 | 0.2% | — | 360 | +2,610 | New | Q4 2025 | Feb 13, 2026 |
| FIDUCIARY FAMILY OFFICE, LLC | History | No change | 2,608 | 245 | 0.07% | 0.07% | 359 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HB Wealth Management, LLC | History | Reduced | 2,511 | 236 | 0.0% | 0.0% | 361 | -138 | -5.21% | Q4 2025 | Jan 28, 2026 |
| NORTHERN TRUST CORP | History | New | 2,504 | 235 | 0.0% | — | 362 | +2,504 | New | Q4 2025 | Feb 17, 2026 |
| SHP Wealth Management | History | New | 2,494 | 234 | 0.02% | — | 363 | +2,494 | New | Q4 2025 | Mar 04, 2026 |
| Sovran Advisors, LLC | History | Reduced | 2,282 | 230 | 0.02% | 0.02% | 364 | -222 | -8.87% | Q4 2025 | Jan 20, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 2,437 | 229 | 0.01% | 0.02% | 365 | -1,456 | -37.4% | Q4 2025 | Jan 20, 2026 |
| ESG Planning DBA Harper Investing | History | Added to | 2,441 | 229 | 0.1% | 0.11% | 366 | +3 | 0.12% | Q4 2025 | Feb 04, 2026 |
| Mascagni Wealth Management, Inc. | History | Reduced | 2,421 | 228 | 0.17% | 0.18% | 367 | -20 | -0.82% | Q4 2025 | Feb 11, 2026 |
| Retirement Management Systems Inc. | History | New | 2,397 | 225 | 0.06% | — | 368 | +2,397 | New | Q4 2025 | Feb 12, 2026 |
| Richmond Investment Services, LLC | History | New | 2,347 | 221 | 0.04% | — | 370 | +2,347 | New | Q4 2025 | Feb 12, 2026 |
| COURIER CAPITAL LLC | History | Added to | 2,354 | 221 | 0.01% | 0.01% | 369 | +215 | 10.05% | Q4 2025 | Jan 29, 2026 |
| 4WEALTH ADVISORS, INC. | History | Added to | 2,319 | 218 | 0.19% | 0.19% | 371 | +1 | 0.04% | Q4 2025 | Jan 21, 2026 |
| Burns Matteson Capital Management, LLC | History | Reduced | 2,313 | 217 | 0.08% | 0.09% | 372 | -6 | -0.26% | Q4 2025 | Jan 15, 2026 |
| Foundation Wealth Management, LLC\PA | History | No change | 2,311 | 217 | 0.08% | 0.08% | 373 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 2,275 | 214 | 0.0% | 0.0% | 374 | +26 | 1.16% | Q4 2025 | Jan 29, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 2,252 | 212 | 0.08% | 0.08% | 375 | -10 | -0.44% | Q4 2025 | Jan 22, 2026 |
| American Money Management, LLC | History | No change | 2,222 | 209 | 0.03% | 0.03% | 376 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 2,209 | 208 | 0.03% | 0.03% | 377 | -16 | -0.72% | Q4 2025 | Jan 22, 2026 |
| Wedmont Private Capital | History | No change | 2,147 | 208 | 0.01% | 0.01% | 378 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 2,199 | 207 | 0.04% | 0.04% | 379 | -4 | -0.18% | Q4 2025 | Feb 17, 2026 |
| Share Andrew L. | History | No change | 2,180 | 205 | 0.1% | 0.14% | 380 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Asset One Wealth Management LLC | History | New | 2,019 | 201 | 0.03% | — | 381 | +2,019 | New | Q4 2025 | Feb 17, 2026 |
| Navalign, LLC | History | Reduced | 1,999 | 188 | 0.05% | 0.07% | 382 | -661 | -24.85% | Q4 2025 | Feb 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,962 | 184 | 0.0% | — | 383 | +1,961 | 196100.0% | Q4 2025 | Feb 17, 2026 |
| Centerpoint Advisors, LLC | History | No change | 1,835 | 173 | 0.05% | 0.05% | 384 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIRST HORIZON CORP | History | No change | 1,822 | 171 | 0.01% | 0.01% | 385 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| First Command Advisory Services, Inc. | History | No change | 1,780 | 167 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 1,700 | 160 | 0.09% | 0.09% | 387 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 1,698 | 159 | 0.01% | 0.01% | 388 | -528 | -23.72% | Q4 2025 | Feb 06, 2026 |
| Basepoint Wealth LLC | History | New | 1,665 | 156 | 0.09% | — | 389 | +1,665 | New | Q4 2025 | Feb 10, 2026 |
| Measured Wealth Private Client Group, LLC | History | Added to | 1,652 | 155 | 0.04% | 0.04% | 390 | +71 | 4.49% | Q4 2025 | Feb 10, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 1,640 | 154 | 0.01% | 0.01% | 391 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 1,628 | 153 | 0.01% | 0.01% | 392 | +37 | 2.33% | Q4 2025 | Jan 28, 2026 |
| Topsail Wealth Management, LLC | History | No change | 1,597 | 150 | 0.02% | 0.03% | 393 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| GLENMEDE TRUST CO NA | History | New | 1,553 | 146 | 0.0% | — | 394 | +1,553 | New | Q4 2025 | Feb 17, 2026 |
| MidFirst Bank | History | New | 1,291 | 121 | 0.01% | — | 395 | +1,291 | New | Q4 2025 | Feb 25, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 1,258 | 118 | 0.01% | 0.01% | 396 | +626 | 99.05% | Q4 2025 | Feb 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 1,229 | 115 | 0.01% | 0.0% | 397 | +437 | 55.18% | Q4 2025 | Feb 10, 2026 |
| NBC SECURITIES, INC. | History | Added to | 1,142 | 107 | 0.01% | 0.01% | 398 | +232 | 25.49% | Q4 2025 | Jan 29, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 1,080 | 101 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BALLAST ADVISORS LLC | History | Added to | 1,071 | 100 | 0.03% | 0.03% | 400 | +1 | 0.09% | Q4 2025 | Feb 03, 2026 |
| Bogart Wealth, LLC | History | Added to | 1,048 | 98 | 0.0% | 0.0% | 401 | +1 | 0.1% | Q4 2025 | Jan 30, 2026 |
| Arax Advisory Partners | History | Reduced | 986 | 92 | 0.0% | 0.6% | 402 | -800,551 | -99.88% | Q4 2025 | Feb 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Added to | 983 | 92 | 0.03% | 0.02% | 403 | +182 | 22.72% | Q4 2025 | Feb 05, 2026 |
| Financial Perspectives, Inc | History | No change | 961 | 90 | 0.02% | 0.02% | 404 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 907 | 86 | 0.0% | 0.0% | 405 | +184 | 25.45% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 908 | 85 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SIGNATUREFD, LLC | History | Added to | 891 | 83 | 0.0% | 0.0% | 407 | +1 | 0.11% | Q4 2025 | Jan 20, 2026 |
| Sage Mountain Advisors LLC | History | No change | 835 | 78 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Rialto Wealth Management, LLC | History | No change | 832 | 78 | 0.02% | 0.02% | 409 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 763 | 71 | 0.01% | 0.01% | 410 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 728 | 68 | 0.02% | 0.02% | 411 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FIFTH THIRD BANCORP | History | New | 717 | 67 | 0.0% | — | 412 | +717 | New | Q4 2025 | Feb 02, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 621 | 58 | 0.0% | 0.0% | 413 | -700 | -52.99% | Q4 2025 | Feb 09, 2026 |
| RMG Wealth Management LLC | History | New | 90 | 57 | 0.01% | — | 414 | +90 | New | Q4 2025 | Jan 29, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 605 | 56 | 0.02% | 0.02% | 415 | +8 | 1.34% | Q4 2025 | Feb 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 530 | 49 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 482 | 45 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| IMG Wealth Management, Inc. | History | No change | 462 | 43 | 0.03% | 0.03% | 418 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Sound Income Strategies, LLC | History | New | 410 | 41 | 0.0% | — | 420 | +410 | New | Q4 2025 | Jan 21, 2026 |
| HM PAYSON & CO | History | No change | 440 | 41 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 422 | 39 | 0.0% | — | 421 | +422 | New | Q4 2025 | Feb 03, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 372 | 35 | 0.02% | — | 423 | +372 | New | Q4 2025 | Feb 18, 2026 |
| TSFG, LLC | History | No change | 368 | 35 | 0.01% | 0.01% | 422 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 354 | 33 | 0.02% | 0.08% | 424 | -1,449 | -80.37% | Q4 2025 | Feb 13, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 356 | 33 | 0.02% | 0.03% | 425 | -242 | -40.47% | Q4 2025 | Feb 03, 2026 |
| Laurel Wealth Advisors LLC | History | New | 323 | 30 | 0.0% | — | 426 | +323 | New | Q4 2025 | Jan 30, 2026 |
| FRANKLIN RESOURCES INC | History | New | 315 | 29 | 0.0% | — | 428 | +315 | New | Q4 2025 | Feb 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 316 | 29 | 0.0% | 0.0% | 427 | +286 | 953.33% | Q4 2025 | Feb 12, 2026 |
| Monetary Solutions, Ltd | History | New | 306 | 28 | 0.03% | — | 430 | +306 | New | Q4 2025 | Feb 23, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 300 | 28 | 0.01% | — | 429 | +300 | New | Q4 2025 | Jan 20, 2026 |
| Glassman Wealth Services | History | No change | 296 | 27 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| OPTIMA CAPITAL LLC | History | New | 277 | 26 | 0.01% | — | 432 | +277 | New | Q4 2025 | Jan 23, 2026 |
| Stone House Investment Management, LLC | History | New | 272 | 25 | 0.0% | — | 433 | +272 | New | Q4 2025 | Jan 21, 2026 |
| Spire Wealth Management | History | Added to | 268 | 25 | 0.0% | 0.0% | 434 | +3 | 1.13% | Q4 2025 | Jan 14, 2026 |
| Founders Capital Management | History | No change | 257 | 24 | 0.01% | 0.01% | 435 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| NBT BANK N A /NY | History | No change | 246 | 23 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 242 | 22 | 0.0% | 0.0% | 437 | -4,875 | -95.27% | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 241 | 22 | 0.0% | 0.0% | 438 | -75 | -23.73% | Q4 2025 | Feb 06, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 235 | 22 | 0.0% | 0.0% | 439 | +30 | 14.63% | Q4 2025 | Feb 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 235 | 22 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| NorthAvenue LLC | History | New | 233 | 21 | 0.02% | — | 442 | +233 | New | Q4 2025 | Apr 02, 2026 |
| Westside Investment Management, Inc. | History | No change | 228 | 21 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | New | 220 | 20 | 0.0% | — | 443 | +220 | New | Q4 2025 | Feb 10, 2026 |
| Park Place Capital Corp | History | No change | 220 | 20 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| TD Capital Management LLC | History | No change | 185 | 17 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| BOKF, NA | History | New | 173 | 16 | 0.0% | — | 446 | +173 | New | Q4 2025 | Feb 03, 2026 |
| ADIRONDACK TRUST CO | History | Reduced | 174 | 16 | 0.01% | 0.01% | 447 | -19 | -9.84% | Q4 2025 | Jan 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 160 | 15 | 0.0% | — | 448 | +160 | New | Q4 2025 | Feb 13, 2026 |
| Clean Yield Group | History | New | 140 | 13 | 0.0% | — | 450 | +140 | New | Q4 2025 | Jan 26, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 134 | 13 | 0.01% | — | 451 | +134 | New | Q4 2025 | Feb 12, 2026 |
| EASTERN BANK | History | No change | 139 | 13 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| UMB Bank, n.a. | History | No change | 132 | 12 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 128 | 12 | 0.01% | 0.01% | 453 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Noble Wealth Management PBC | History | No change | 136 | 12 | 0.01% | 0.01% | 454 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 118 | 11 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 125 | 11 | 0.01% | 0.01% | 456 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Hamrick Investment Counsel, llc | History | New | 111 | 10 | 0.01% | — | 457 | +111 | New | Q4 2025 | Mar 31, 2026 |
| Realta Investment Advisors | History | New | 100 | 9 | 0.0% | — | 460 | +100 | New | Q4 2025 | Jan 20, 2026 |
| Elevated Capital Advisors, LLC | History | New | 99 | 9 | 0.0% | — | 461 | +99 | New | Q4 2025 | Jan 27, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 96 | 9 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| McIlrath & Eck, LLC | History | No change | 100 | 9 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 97 | 9 | 0.01% | 0.01% | 462 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 93 | 8 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ulland Investment Advisors, LLC | History | No change | 90 | 8 | 0.01% | 0.01% | 464 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 91 | 8 | 0.01% | 0.01% | 465 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Quaker Wealth Management, LLC | History | No change | 76 | 7 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Paladin Advisory Group, LLC | History | No change | 80 | 7 | 0.01% | 0.01% | 467 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Planning Project LLC | History | New | 71 | 6 | 0.0% | — | 470 | +71 | New | Q4 2025 | Feb 12, 2026 |
| Reflection Asset Management | History | New | 63 | 6 | 0.0% | — | 471 | +63 | New | Q4 2025 | Mar 02, 2026 |
| Crewe Advisors LLC | History | Added to | 65 | 6 | 0.0% | 0.0% | 468 | +24 | 58.54% | Q4 2025 | Jan 16, 2026 |
| Kozak & Associates, Inc. | History | No change | 65 | 6 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 58 | 5 | 0.0% | — | 474 | +58 | New | Q4 2025 | Feb 13, 2026 |
| REAP Financial Group, LLC | History | New | 55 | 5 | 0.0% | — | 476 | +55 | New | Q4 2025 | Feb 10, 2026 |
| Tradewinds Capital Management, LLC | History | Reduced | 56 | 5 | 0.0% | 0.0% | 473 | -23 | -29.11% | Q4 2025 | Jan 14, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | Added to | 62 | 5 | 0.0% | 0.0% | 475 | +1 | 1.64% | Q4 2025 | Jan 22, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 51 | 5 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 50 | 4 | 0.0% | 0.0% | 478 | -26 | -34.21% | Q4 2025 | Jan 14, 2026 |
| TRUST CO OF VERMONT | History | No change | 53 | 4 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| ALBION FINANCIAL GROUP /UT | History | New | 38 | 3 | 0.0% | — | 479 | +38 | New | Q4 2025 | Jan 21, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | New | 35 | 3 | 0.0% | — | 482 | +35 | New | Q4 2025 | Feb 17, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 35 | 3 | 0.0% | — | 483 | +35 | New | Q4 2025 | Feb 10, 2026 |
| Valued Wealth Advisors LLC | History | Reduced | 38 | 3 | 0.0% | 0.0% | 480 | -7 | -15.56% | Q4 2025 | Jan 30, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 32 | 3 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| New Millennium Group LLC | History | New | 25 | 2 | 0.0% | — | 487 | +25 | New | Q4 2025 | Feb 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 31 | 2 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 30 | 2 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Orion Capital Management LLC | History | No change | 24 | 2 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Lodestone Wealth Management LLC | History | New | 21 | 1 | 0.0% | — | 491 | +21 | New | Q4 2025 | Jan 15, 2026 |
| SageView Advisory Group, LLC | History | New | 15 | 1 | 0.0% | — | 489 | +15 | New | Q4 2025 | Feb 17, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 17 | 1 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 12 | 1 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Fortitude Financial, LLC | History | Closed out | 0 | 0 | — | 16.16% | — | -250,745 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 1.06% | — | -77,260 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PFG Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 3.18% | — | -75,524 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Dakota Wealth Management | History | Closed out | 0 | 0 | — | 0.06% | — | -30,950 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Total Wealth Planning, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -17,695 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Keystone Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -9,296 | -100.0% | Q3 2025 | Oct 22, 2025 |
| IEQ CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,975 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TOWNSQUARE CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -6,521 | -100.0% | Q3 2025 | Nov 03, 2025 |
| LEIGH BALDWIN & CO., LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -5,881 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Belvedere Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,800 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Redwood Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,340 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quantum Portfolio Management LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -5,043 | -100.0% | Q3 2025 | Oct 29, 2025 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,347 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Tiller Private Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.14% | — | -4,325 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Ground Swell Capital, LLC | History | Closed out | 0 | 0 | — | 0.87% | — | -4,249 | -100.0% | Q3 2025 | Nov 06, 2025 |
| CAHILL FINANCIAL ADVISORS INC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,809 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Future Fund LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -3,432 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MISSION WEALTH MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -3,300 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.03% | — | -2,677 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Onyx Bridge Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,575 | -100.0% | Q3 2025 | Nov 06, 2025 |
| My Personal CFO, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -2,311 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Cornerstone Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,288 | -100.0% | Q3 2025 | Nov 04, 2025 |
| AVISO WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.09% | — | -2,240 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SOA Wealth Advisors, LLC. | History | Closed out | 0 | 0 | — | 0.04% | — | -2,174 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,158 | -100.0% | Q3 2025 | Nov 10, 2025 |
| CERTIOR FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -2,157 | -100.0% | Q3 2025 | Oct 31, 2025 |
| BCGM Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,155 | -100.0% | Q3 2025 | Nov 12, 2025 |
| WRAPMANAGER INC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,124 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Financial Gravity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,158 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MMA ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -720 | -100.0% | Q3 2025 | Nov 05, 2025 |
| ATWOOD & PALMER INC | History | Closed out | 0 | 0 | — | 0.0% | — | -505 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Frazier Financial Advisors, LLC | History | Reduced | 1 | 0 | — | 0.01% | — | -99 | -99.0% | Q4 2025 | Feb 09, 2026 |
| SYM FINANCIAL Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -69 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Heartwood Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -59 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q3 2025 | Nov 03, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -47 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Hanson & Doremus Investment Management | History | Closed out | 0 | 0 | — | 0.0% | — | -41 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Archer Investment Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -32 | -100.0% | Q3 2025 | Nov 03, 2025 |
| VALLEY NATIONAL ADVISERS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Investment Research & Advisory Group, Inc. | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Jan 20, 2026 |
| EverSource Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Global Wealth Strategies & Associates | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Oct 02, 2025 |
| Vermillion & White Wealth Management Group, LLC | History | Reduced | 8 | 0 | — | — | — | -1 | -11.11% | Q4 2025 | Feb 18, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sunbelt Securities, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Spurstone Advisory Services, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |