SPDR SERIES TRUST - SPAB
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 | 23,515,369 | 605,520 | 0.17% | 0.17% | 1 | +1,545,797 | 7.04% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 18,193,758 | 468,489 | 1.27% | 1.32% | 2 | +1,197,111 | 7.04% | Q4 2025 | Jan 26, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 15,211,308 | 391,691 | 5.92% | 5.78% | 3 | +1,045,991 | 7.38% | Q4 2025 | Jan 22, 2026 |
| STATE STREET CORP | History | Added to | 12,391,684 | 319,085 | 0.01% | 0.01% | 4 | +3,353,130 | 37.1% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Added to | 11,679,296 | 300,741 | 0.44% | 0.46% | 5 | +604,379 | 5.46% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 9,131,920 | 235,146 | 0.07% | 0.08% | 6 | -1,285,558 | -12.34% | Q4 2025 | Feb 10, 2026 |
| RiverFront Investment Group, LLC | History | Reduced | 7,746,423 | 199,470 | 3.29% | 3.53% | 7 | -27,501 | -0.35% | Q4 2025 | Feb 05, 2026 |
| Horizon Investments, LLC | History | Added to | 7,087,609 | 182,505 | 2.31% | 2.37% | 8 | +107,886 | 1.55% | Q4 2025 | Feb 02, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 7,081,541 | 182,349 | 1.39% | 1.53% | 9 | +108,031 | 1.55% | Q4 2025 | Jan 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 4,730,238 | 121,803 | 0.01% | 0.0% | 10 | +4,039,547 | 584.86% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 4,142,470 | 106,669 | 0.16% | 0.15% | 11 | +25,910 | 0.63% | Q4 2025 | Feb 17, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 3,904,988 | 100,553 | 14.21% | 14.5% | 12 | +212,237 | 5.75% | Q4 2025 | Feb 13, 2026 |
| Gradient Investments LLC | History | Reduced | 3,743,769 | 96,402 | 1.53% | 1.65% | 13 | -90,806 | -2.37% | Q4 2025 | Jan 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 3,698,930 | 95,395 | 0.13% | 0.14% | 14 | +53,952 | 1.48% | Q4 2025 | Jan 08, 2026 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | History | New | 3,559,006 | 91,644 | 5.8% | — | 15 | +3,559,006 | New | Q4 2025 | Feb 04, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 3,301,755 | 85,020 | 1.96% | 1.91% | 16 | +214,760 | 6.96% | Q4 2025 | Feb 10, 2026 |
| UNIVEST FINANCIAL Corp | History | Reduced | 3,074,608 | 79,171 | 4.2% | 4.46% | 17 | -6,134 | -0.2% | Q4 2025 | Feb 04, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,813,584 | 72,449 | 0.0% | 0.0% | 18 | +603,390 | 27.3% | Q4 2025 | Feb 11, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 2,798,135 | 72,051 | 1.42% | 1.35% | 19 | +295,437 | 11.8% | Q4 2025 | Jan 14, 2026 |
| RATIONAL ADVISORS, INC. | History | Reduced | 2,786,100 | 71,742 | 7.35% | 7.55% | 20 | -151,203 | -5.15% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,656,025 | 68,392 | 0.02% | 0.02% | 21 | +42,340 | 1.62% | Q4 2025 | Feb 18, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 2,482,110 | 63,914 | 0.92% | 0.91% | 22 | +169,828 | 7.34% | Q4 2025 | Feb 09, 2026 |
| MORGAN STANLEY | History | Added to | 2,444,589 | 62,948 | 0.0% | 0.0% | 23 | +852,648 | 53.56% | Q4 2025 | Feb 13, 2026 |
| Great Lakes Retirement, Inc. | History | Added to | 2,282,022 | 58,762 | 6.11% | 6.23% | 24 | +75,279 | 3.41% | Q4 2025 | Feb 12, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 2,279,860 | 58,706 | 4.31% | 4.3% | 25 | +350,547 | 18.17% | Q4 2025 | Feb 02, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 2,205,330 | 56,787 | 0.39% | 0.43% | 26 | -58,430 | -2.58% | Q4 2025 | Feb 17, 2026 |
| Stratos Investment Management, LLC | History | Added to | 2,154,828 | 55,486 | 2.22% | 2.19% | 27 | +106,668 | 5.21% | Q4 2025 | Jan 20, 2026 |
| Trilogy Capital Inc. | History | Added to | 2,147,447 | 55,296 | 2.47% | 2.49% | 28 | +64,265 | 3.08% | Q4 2025 | Jan 22, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 2,108,406 | 54,291 | 4.02% | 4.17% | 29 | +304,080 | 16.85% | Q4 2025 | Jan 28, 2026 |
| MAI Capital Management | History | Added to | 1,931,743 | 49,742 | 0.29% | 0.3% | 30 | +81,531 | 4.41% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 1,880,061 | 48,411 | 0.18% | 0.19% | 31 | +284,295 | 17.82% | Q4 2025 | Feb 18, 2026 |
| Financial Strategies Group, Inc. | History | Added to | 1,839,895 | 47,450 | 8.59% | 8.7% | 32 | +72,000 | 4.07% | Q4 2025 | Feb 05, 2026 |
| GM Advisory Group, LLC | History | Added to | 1,783,570 | 45,926 | 1.8% | 1.86% | 33 | +94,247 | 5.58% | Q4 2025 | Feb 13, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 1,580,729 | 40,703 | 6.61% | 7.04% | 34 | +23,251 | 1.49% | Q4 2025 | Feb 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 1,460,547 | 37,609 | 0.51% | 0.44% | 35 | +569,983 | 64.0% | Q4 2025 | Feb 06, 2026 |
| Cetera Investment Advisers | History | Added to | 1,447,229 | 37,266 | 0.04% | 0.04% | 36 | +213,448 | 17.3% | Q4 2025 | Feb 17, 2026 |
| Wealth Management Nebraska | History | Added to | 1,419,003 | 36,539 | 4.18% | 4.19% | 37 | +57,612 | 4.23% | Q4 2025 | Jan 28, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 1,413,637 | 36,401 | 0.7% | 1.33% | 38 | -1,149,079 | -44.84% | Q4 2025 | Feb 12, 2026 |
| Stadion Money Management, LLC | History | Added to | 1,355,816 | 34,912 | 2.83% | 2.75% | 39 | +20,900 | 1.57% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 1,353,103 | 34,842 | 0.19% | 0.23% | 40 | -210,191 | -13.45% | Q4 2025 | Jan 29, 2026 |
| Apella Capital, LLC | History | Added to | 1,336,604 | 34,417 | 0.68% | 0.62% | 41 | +263,546 | 24.56% | Q4 2025 | Jan 21, 2026 |
| ARRIEN INVESTMENTS, INC. | History | Added to | 1,335,148 | 34,380 | 19.39% | 18.21% | 42 | +130,597 | 10.84% | Q4 2025 | Jan 30, 2026 |
| Convergence Financial, LLC | History | Added to | 1,299,020 | 33,449 | 4.88% | 4.78% | 43 | +66,452 | 5.39% | Q4 2025 | Feb 11, 2026 |
| Waverly Advisors, LLC | History | Reduced | 1,277,480 | 32,895 | 0.27% | 0.43% | 44 | -386,853 | -23.24% | Q4 2025 | Feb 17, 2026 |
| Donoghue Forlines LLC | History | New | 1,272,713 | 32,772 | 10.13% | — | 45 | +1,272,713 | New | Q4 2025 | Feb 05, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 1,265,473 | 32,585 | 12.0% | 12.11% | 46 | +16,402 | 1.31% | Q4 2025 | Jan 15, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 1,254,232 | 32,296 | 3.24% | 3.14% | 47 | +91,650 | 7.88% | Q4 2025 | Jan 27, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 1,222,647 | 31,483 | 0.31% | 0.25% | 48 | +296,221 | 31.97% | Q4 2025 | Feb 13, 2026 |
| SYON CAPITAL LLC | History | Added to | 1,208,452 | 31,117 | 1.55% | 1.64% | 49 | +25,428 | 2.15% | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | Added to | 1,191,184 | 30,672 | 0.02% | 0.02% | 50 | +247,135 | 26.18% | Q4 2025 | Feb 17, 2026 |
| TRUEFG, LLC | History | Added to | 1,180,299 | 30,392 | 8.15% | 8.14% | 51 | +40,548 | 3.56% | Q4 2025 | Jan 21, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 1,177,927 | 30,332 | 1.85% | 1.83% | 52 | +50,661 | 4.49% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 1,172,631 | 30,195 | 0.04% | 0.04% | 53 | +26,716 | 2.33% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,148,498 | 29,574 | 0.0% | — | 54 | +1,148,498 | New | Q4 2025 | Feb 17, 2026 |
| Banco Santander, S.A. | History | New | 1,120,896 | 28,863 | 0.22% | — | 55 | +1,120,896 | New | Q4 2025 | Feb 13, 2026 |
| Americana Partners, LLC | History | Added to | 1,119,972 | 28,839 | 0.79% | 0.84% | 56 | +37,441 | 3.46% | Q4 2025 | Feb 06, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 1,103,313 | 28,410 | 2.96% | 2.89% | 57 | +37,478 | 3.52% | Q4 2025 | Feb 12, 2026 |
| ASSETMARK, INC | History | Added to | 1,046,163 | 26,938 | 0.05% | 0.04% | 58 | +284,700 | 37.39% | Q4 2025 | Jan 23, 2026 |
| Private Advisor Group, LLC | History | Reduced | 1,027,581 | 26,460 | 0.12% | 0.24% | 59 | -849,350 | -45.25% | Q4 2025 | Feb 17, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 1,005,213 | 25,884 | 5.9% | 5.91% | 60 | +94,276 | 10.35% | Q4 2025 | Jan 21, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 986,054 | 25,390 | 2.07% | 2.67% | 61 | -207,730 | -17.4% | Q4 2025 | Jan 23, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | Added to | 980,752 | 25,254 | 7.73% | 7.95% | 62 | +28,016 | 2.94% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 975,100 | 25,108 | 0.05% | 0.04% | 63 | +137,611 | 16.43% | Q4 2025 | Mar 16, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 968,638 | 24,942 | 0.06% | 0.06% | 64 | +29,971 | 3.19% | Q4 2025 | Feb 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 947,829 | 24,406 | 2.55% | 2.61% | 65 | +85,091 | 9.86% | Q4 2025 | Feb 13, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Added to | 931,628 | 23,989 | 5.33% | 5.34% | 66 | +32,036 | 3.56% | Q4 2025 | Jan 13, 2026 |
| Advisory Alpha, LLC | History | Added to | 931,305 | 23,981 | 0.65% | 0.66% | 67 | +12,314 | 1.34% | Q4 2025 | Feb 06, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 917,996 | 23,638 | 1.51% | 1.47% | 68 | +60,151 | 7.01% | Q4 2025 | Feb 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 884,043 | 22,764 | 0.01% | 0.01% | 69 | +94,173 | 11.92% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 839,980 | 21,629 | 0.06% | 0.06% | 70 | +39,020 | 4.87% | Q4 2025 | Feb 05, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 825,178 | 21,248 | 0.16% | 0.17% | 71 | +3,390 | 0.41% | Q4 2025 | Feb 12, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 786,845 | 20,261 | 0.98% | 1.27% | 72 | +82,608 | 11.73% | Q4 2025 | Feb 12, 2026 |
| Bensler, LLC | History | Reduced | 786,255 | 20,246 | 2.03% | 2.19% | 73 | -29,074 | -3.57% | Q4 2025 | Feb 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 777,421 | 20,018 | 0.05% | 0.06% | 74 | -68,131 | -8.06% | Q4 2025 | Feb 13, 2026 |
| Aspire Private Capital, LLC | History | Reduced | 769,496 | 19,814 | 4.41% | 6.27% | 75 | -344,807 | -30.94% | Q4 2025 | Jan 16, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 764,509 | 19,686 | 0.48% | 0.53% | 76 | -47,657 | -5.87% | Q4 2025 | Feb 17, 2026 |
| Mueller Wealth, LLC | History | New | 761,684 | 19,613 | 16.23% | — | 77 | +761,684 | New | Q4 2025 | Feb 10, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 756,226 | 19,472 | 1.09% | 1.14% | 78 | +42,777 | 6.0% | Q4 2025 | Feb 04, 2026 |
| Kagan Cocozza Asset Management | History | Added to | 742,520 | 19,119 | 13.6% | 12.54% | 79 | +101,907 | 15.91% | Q4 2025 | Jan 23, 2026 |
| Corient Private Wealth LLC | History | New | 738,974 | 19,028 | 0.03% | — | 80 | +738,974 | New | Q4 2025 | Mar 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 713,783 | 18,379 | 0.0% | 0.0% | 81 | +54,911 | 8.33% | Q4 2025 | Feb 13, 2026 |
| Weitzel Financial Services, Inc. | History | Added to | 694,649 | 17,880 | 6.92% | 7.12% | 82 | +18,932 | 2.8% | Q4 2025 | Feb 03, 2026 |
| MidWestOne Financial Group, Inc. | History | Added to | 631,343 | 16,257 | 1.81% | 1.54% | 83 | +140,396 | 28.6% | Q4 2025 | Feb 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 585,770 | 15,083 | 0.01% | 0.01% | 84 | -1,625 | -0.28% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 572,818 | 14,750 | 0.01% | 0.01% | 85 | +21,543 | 3.91% | Q4 2025 | Feb 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 570,304 | 14,685 | 0.1% | 0.12% | 86 | +24,059 | 4.4% | Q4 2025 | Feb 18, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 533,811 | 13,759 | 0.41% | 0.41% | 87 | +25,391 | 4.99% | Q4 2025 | Jan 16, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 504,992 | 13,003 | 1.37% | 1.44% | 88 | +556 | 0.11% | Q4 2025 | Feb 13, 2026 |
| Columbia River Financial Group, LLC | History | Added to | 503,360 | 12,961 | 7.95% | 7.32% | 89 | +44,097 | 9.6% | Q4 2025 | Feb 12, 2026 |
| CHOREO, LLC | History | Reduced | 490,063 | 12,653 | 0.16% | 0.18% | 90 | -47,081 | -8.77% | Q4 2025 | Jan 23, 2026 |
| CITADEL ADVISORS LLC | History | New | 490,966 | 12,642 | 0.0% | — | 91 | +490,966 | New | Q4 2025 | Feb 17, 2026 |
| RFG Advisory, LLC | History | Reduced | 483,255 | 12,443 | 0.23% | 0.26% | 92 | -872 | -0.18% | Q4 2025 | Feb 03, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 476,536 | 12,270 | 1.37% | 1.35% | 93 | +89,347 | 23.08% | Q4 2025 | Feb 11, 2026 |
| Advisory Resource Group | History | Added to | 474,308 | 12,213 | 2.15% | 2.08% | 94 | +25,991 | 5.8% | Q4 2025 | Feb 12, 2026 |
| Cyr Financial Inc. | History | Added to | 471,228 | 12,134 | 7.57% | 6.74% | 95 | +89,755 | 23.53% | Q4 2025 | Jan 16, 2026 |
| Copley Financial Group, Inc. | History | Reduced | 465,481 | 11,986 | 7.42% | 8.71% | 96 | -27,277 | -5.54% | Q4 2025 | Feb 17, 2026 |
| Rochester Wealth Strategies, LLC | History | Added to | 455,432 | 11,727 | 7.36% | 7.19% | 97 | +30,557 | 7.19% | Q4 2025 | Jan 15, 2026 |
| Financial Planning Fort Collins, LLC | History | New | 452,243 | 11,645 | 10.23% | — | 98 | +452,243 | New | Q4 2025 | Feb 18, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 438,992 | 11,304 | 2.61% | 3.67% | 99 | -161,625 | -26.91% | Q4 2025 | Jan 15, 2026 |
| Global Retirement Partners, LLC | History | Added to | 432,803 | 11,144 | 0.2% | 0.23% | 100 | +28,152 | 6.96% | Q4 2025 | Feb 06, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 422,532 | 10,880 | 1.01% | 1.08% | 101 | -405 | -0.1% | Q4 2025 | Feb 04, 2026 |
| TSFG, LLC | History | Reduced | 413,807 | 10,656 | 1.59% | 1.91% | 102 | -50,585 | -10.89% | Q4 2025 | Feb 04, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 412,025 | 10,609 | 1.38% | 1.32% | 103 | +37,063 | 9.88% | Q4 2025 | Feb 05, 2026 |
| Simplicity Wealth,LLC | History | Added to | 411,621 | 10,599 | 0.63% | 0.55% | 104 | +44,920 | 12.25% | Q4 2025 | Jan 30, 2026 |
| Astoria Strategic Wealth, Inc. | History | Reduced | 404,258 | 10,409 | 2.62% | 2.72% | 105 | -12,531 | -3.01% | Q4 2025 | Feb 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 391,953 | 10,092 | 0.0% | 0.01% | 106 | +19,694 | 5.29% | Q4 2025 | Feb 10, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 390,669 | 10,059 | 0.35% | 0.34% | 107 | +3,915 | 1.01% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 383,478 | 9,874 | 0.51% | 0.47% | 108 | +54,021 | 16.4% | Q4 2025 | Feb 05, 2026 |
| UBS Group AG | History | Reduced | 381,939 | 9,834 | 0.0% | 0.0% | 109 | -11,158 | -2.84% | Q4 2025 | Jan 29, 2026 |
| Towercrest Capital Management | History | Added to | 380,856 | 9,807 | 1.55% | 1.54% | 110 | +10,633 | 2.87% | Q4 2025 | Jan 21, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 371,719 | 9,571 | 0.01% | 0.01% | 111 | +9,344 | 2.58% | Q4 2025 | Feb 10, 2026 |
| HighTower Advisors, LLC | History | Added to | 359,020 | 9,244 | 0.01% | 0.01% | 112 | +40,411 | 12.68% | Q4 2025 | Feb 06, 2026 |
| ERn Financial, LLC | History | Added to | 352,597 | 9,079 | 1.71% | 1.63% | 113 | +33,673 | 10.56% | Q4 2025 | Jan 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 349,499 | 8,999 | 0.02% | 0.02% | 114 | -21,541 | -5.81% | Q4 2025 | Feb 17, 2026 |
| Capital Analysts, LLC | History | Added to | 342,630 | 8,823 | 0.27% | 0.17% | 115 | +114,954 | 50.49% | Q4 2025 | Feb 11, 2026 |
| APPLETON PARTNERS INC/MA | History | Added to | 337,647 | 8,694 | 0.57% | 0.55% | 116 | +21,628 | 6.84% | Q4 2025 | Jan 09, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Added to | 337,548 | 8,691 | 1.49% | 1.45% | 117 | +27,059 | 8.71% | Q4 2025 | Jan 29, 2026 |
| Alliance Wealth Management Group | History | Added to | 334,591 | 8,615 | 1.89% | 1.87% | 118 | +9,905 | 3.05% | Q4 2025 | Jan 21, 2026 |
| ACT Advisors, LLC. | History | Added to | 330,760 | 8,517 | 3.36% | 3.42% | 119 | +2,715 | 0.83% | Q4 2025 | Jan 14, 2026 |
| Tenzing Financial LLC | History | New | 328,880 | 8,468 | 6.87% | — | 120 | +328,880 | New | Q4 2025 | Feb 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 327,209 | 8,425 | 0.17% | 0.18% | 121 | -985 | -0.3% | Q4 2025 | Feb 06, 2026 |
| Northeast Financial Group, Inc. | History | Reduced | 326,983 | 8,420 | 1.9% | 2.12% | 122 | -3,050 | -0.92% | Q4 2025 | Feb 17, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 318,205 | 8,193 | 3.04% | 3.04% | 123 | +32,325 | 11.31% | Q4 2025 | Feb 17, 2026 |
| Balefire, LLC | History | Added to | 317,892 | 8,185 | 1.59% | 1.62% | 124 | +4,601 | 1.47% | Q4 2025 | Jan 12, 2026 |
| US BANCORP \DE\ | History | Reduced | 313,123 | 8,062 | 0.01% | 0.04% | 125 | -837,003 | -72.77% | Q4 2025 | Jan 30, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 309,362 | 7,966 | 0.14% | 0.15% | 126 | +26,502 | 9.37% | Q4 2025 | Jan 16, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 308,653 | 7,947 | 0.13% | 0.14% | 127 | -12,996 | -4.04% | Q4 2025 | Feb 03, 2026 |
| NBC SECURITIES, INC. | History | Added to | 303,111 | 7,805 | 0.59% | 0.51% | 128 | +44,835 | 17.36% | Q4 2025 | Jan 29, 2026 |
| Facet Wealth, Inc. | History | Reduced | 300,259 | 7,749 | 0.14% | 0.19% | 129 | -63,322 | -17.42% | Q4 2025 | Jan 29, 2026 |
| Values Added Financial LLC | History | Added to | 296,704 | 7,640 | 3.23% | 3.14% | 130 | +23,314 | 8.53% | Q4 2025 | Jan 16, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 294,073 | 7,572 | 0.88% | 0.79% | 131 | +39,100 | 15.33% | Q4 2025 | Feb 10, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 290,776 | 7,487 | 1.36% | 0.12% | 132 | +4,129 | 1.44% | Q4 2025 | Mar 04, 2026 |
| Savant Capital, LLC | History | Reduced | 289,556 | 7,456 | 0.04% | 0.05% | 133 | -19,116 | -6.19% | Q4 2025 | Feb 10, 2026 |
| Destiny Capital Corp/CO | History | Reduced | 289,396 | 7,451 | 3.83% | 4.19% | 134 | -7,677 | -2.58% | Q4 2025 | Jan 23, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 280,595 | 7,225 | 0.05% | 0.05% | 135 | +6,719 | 2.45% | Q4 2025 | Feb 12, 2026 |
| World Investment Advisors | History | Added to | 279,657 | 7,201 | 0.12% | 0.12% | 136 | +55,746 | 24.9% | Q4 2025 | Mar 12, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 278,306 | 7,166 | 0.42% | 0.79% | 137 | -225,293 | -44.74% | Q4 2025 | Feb 13, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 277,114 | 7,135 | 0.03% | — | 138 | +277,114 | New | Q4 2025 | Feb 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 275,681 | 7,098 | 0.04% | 0.06% | 139 | -51,373 | -15.71% | Q4 2025 | Feb 17, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 273,383 | 7,039 | 0.31% | 0.3% | 140 | -217 | -0.08% | Q4 2025 | Feb 17, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 258,386 | 6,653 | 1.47% | 1.36% | 141 | +28,115 | 12.21% | Q4 2025 | Feb 11, 2026 |
| KWB Wealth | History | Reduced | 255,628 | 6,582 | 0.62% | 5.01% | 142 | -1,514,732 | -85.56% | Q4 2025 | Jan 12, 2026 |
| Zhang Financial LLC | History | Reduced | 251,623 | 6,479 | 0.24% | 0.27% | 143 | -8,043 | -3.1% | Q4 2025 | Feb 10, 2026 |
| PAX Financial Group, LLC | History | Reduced | 251,580 | 6,478 | 1.12% | 1.39% | 144 | -46,290 | -15.54% | Q4 2025 | Feb 05, 2026 |
| Melone Private Wealth, LLC | History | Added to | 250,757 | 6,456 | 2.74% | 2.38% | 145 | +47,577 | 23.42% | Q4 2025 | Jan 07, 2026 |
| Amtrust Financial Services, Inc. | History | No change | 250,600 | 6,452 | 2.04% | 2.15% | 146 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 241,686 | 6,228 | 0.0% | 0.0% | 147 | -41,651 | -14.7% | Q4 2025 | Feb 17, 2026 |
| VICUS CAPITAL | History | Added to | 240,381 | 6,190 | 0.46% | 0.26% | 148 | +107,125 | 80.39% | Q4 2025 | Jan 22, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 232,354 | 5,983 | 0.01% | 0.01% | 149 | -14,152 | -5.74% | Q4 2025 | Feb 02, 2026 |
| Larson Financial Group LLC | History | Reduced | 228,835 | 5,892 | 0.2% | 0.23% | 150 | -21,967 | -8.76% | Q4 2025 | Feb 06, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 223,868 | 5,764 | 0.14% | 0.14% | 151 | +11,188 | 5.26% | Q4 2025 | Jan 28, 2026 |
| Certified Advisory Corp | History | Added to | 223,419 | 5,753 | 0.52% | 0.54% | 152 | +1,421 | 0.64% | Q4 2025 | Jan 12, 2026 |
| Lunt Capital Management, Inc. | History | Reduced | 220,516 | 5,678 | 2.13% | 2.23% | 153 | -5,439 | -2.41% | Q4 2025 | Jan 23, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 214,141 | 5,514 | 0.6% | 0.64% | 154 | -6,248 | -2.83% | Q4 2025 | Jan 23, 2026 |
| Rinkey Investments | History | Reduced | 213,487 | 5,497 | 1.4% | 3.31% | 155 | -269,130 | -55.76% | Q4 2025 | Feb 04, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 213,350 | 5,493 | 1.74% | 1.79% | 156 | +2,867 | 1.36% | Q4 2025 | Feb 03, 2026 |
| Parallel Advisors, LLC | History | Added to | 206,866 | 5,326 | 0.1% | 0.09% | 157 | +9,793 | 4.97% | Q4 2025 | Feb 11, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 205,726 | 5,297 | 0.69% | 0.71% | 158 | +94 | 0.05% | Q4 2025 | Feb 13, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | New | 202,791 | 5,221 | 1.89% | — | 159 | +202,791 | New | Q4 2025 | Mar 26, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 198,475 | 5,110 | 1.24% | 1.85% | 160 | -70,235 | -26.14% | Q4 2025 | Feb 02, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 196,147 | 5,050 | 0.3% | 0.15% | 161 | +93,213 | 90.56% | Q4 2025 | Jan 20, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 193,438 | 4,981 | 0.02% | 0.02% | 162 | +8,740 | 4.73% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Added to | 191,244 | 4,924 | 0.03% | 0.03% | 163 | +772 | 0.41% | Q4 2025 | Jan 26, 2026 |
| Independent Wealth Network Inc. | History | Added to | 189,497 | 4,879 | 1.49% | 1.44% | 164 | +16,281 | 9.4% | Q4 2025 | Jan 26, 2026 |
| Barden Capital Management, Inc. | History | Added to | 187,491 | 4,827 | 3.96% | 3.59% | 165 | +20,274 | 12.12% | Q4 2025 | Jan 06, 2026 |
| McMill Wealth Management | History | Reduced | 182,702 | 4,704 | 1.32% | 1.38% | 166 | -5,242 | -2.79% | Q4 2025 | Feb 23, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 178,417 | 4,594 | 0.14% | 0.15% | 167 | -1,300 | -0.72% | Q4 2025 | Jan 06, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 173,294 | 4,462 | 0.45% | 0.39% | 168 | +25,419 | 17.19% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 173,128 | 4,458 | 0.02% | — | 169 | +173,128 | New | Q4 2025 | Feb 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 172,733 | 4,447 | 0.02% | 0.0% | 170 | +133,257 | 337.56% | Q4 2025 | Feb 06, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 162,820 | 4,192 | 0.05% | 0.0% | 171 | +154,900 | 1955.81% | Q4 2025 | Jan 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 162,165 | 4,175 | 0.26% | 0.26% | 172 | +15,107 | 10.27% | Q4 2025 | Feb 06, 2026 |
| Bank of New York Mellon Corp | History | Added to | 158,639 | 4,084 | 0.0% | 0.0% | 173 | +59,689 | 60.32% | Q4 2025 | Feb 10, 2026 |
| Auour Investments LLC | History | Added to | 149,975 | 3,861 | 1.23% | 1.23% | 174 | +3,279 | 2.24% | Q4 2025 | Jan 12, 2026 |
| Global Endowment Management, LP | History | Added to | 148,581 | 3,826 | 0.48% | 0.39% | 175 | +29,137 | 24.39% | Q4 2025 | Feb 13, 2026 |
| Virtue Capital Management, LLC | History | Added to | 148,411 | 3,820 | 0.59% | 0.46% | 176 | +81,074 | 120.4% | Q4 2025 | Feb 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 147,585 | 3,800 | 0.01% | 0.0% | 177 | +70,631 | 91.78% | Q4 2025 | Feb 12, 2026 |
| Belpointe Asset Management LLC | History | Added to | 146,238 | 3,765 | 0.14% | 0.02% | 178 | +129,319 | 764.34% | Q4 2025 | Jan 27, 2026 |
| CVFG LLC | History | Added to | 140,972 | 3,630 | 2.49% | 2.43% | 179 | +10,760 | 8.26% | Q4 2025 | Feb 06, 2026 |
| Bull Oak Capital, LLC | History | Added to | 139,902 | 3,602 | 1.47% | 1.53% | 180 | +849 | 0.61% | Q4 2025 | Feb 02, 2026 |
| NYL Investors LLC | History | Added to | 137,928 | 3,551 | 1.21% | 1.14% | 181 | +3,509 | 2.61% | Q4 2025 | Feb 11, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 136,935 | 3,526 | 0.67% | 6.78% | 182 | -1,273,836 | -90.29% | Q4 2025 | Jan 21, 2026 |
| JT Stratford LLC | History | Reduced | 135,876 | 3,498 | 0.45% | 0.66% | 183 | -55,128 | -28.86% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | Added to | 135,644 | 3,492 | 0.08% | 0.09% | 184 | +4,525 | 3.45% | Q4 2025 | Feb 06, 2026 |
| EP Wealth Advisors, LLC | History | New | 135,491 | 3,488 | 0.02% | — | 185 | +135,491 | New | Q4 2025 | Feb 18, 2026 |
| Security Financial Services, INC. | History | Reduced | 133,587 | 3,439 | 0.54% | 1.46% | 186 | -214,981 | -61.68% | Q4 2025 | Jan 27, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | New | 129,117 | 3,324 | 1.85% | — | 187 | +129,117 | New | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 128,473 | 3,308 | 0.04% | 0.04% | 188 | +12,866 | 11.13% | Q4 2025 | Jan 20, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 128,435 | 3,307 | 0.7% | 0.65% | 189 | +31,463 | 32.45% | Q4 2025 | Feb 13, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 123,182 | 3,171 | 0.35% | 0.34% | 190 | +7,000 | 6.03% | Q4 2025 | Feb 18, 2026 |
| Destination Wealth Management | History | Added to | 121,396 | 3,125 | 0.08% | 0.08% | 191 | +13,087 | 12.08% | Q4 2025 | Feb 13, 2026 |
| WealthTrak Capital Management LLC | History | Added to | 119,924 | 3,088 | 2.21% | 2.4% | 192 | +6,900 | 6.1% | Q4 2025 | Feb 10, 2026 |
| Aspetuck Financial Management LLC | History | Reduced | 118,995 | 3,064 | 2.06% | 2.11% | 193 | -70 | -0.06% | Q4 2025 | Feb 11, 2026 |
| Busey Bank | History | Reduced | 117,257 | 3,019 | 0.08% | 0.09% | 194 | -9,254 | -7.31% | Q4 2025 | Jan 27, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 115,074 | 2,963 | 0.62% | 0.55% | 195 | +18,172 | 18.75% | Q4 2025 | Jan 07, 2026 |
| CGN Advisors LLC | History | Added to | 114,909 | 2,958 | 0.23% | 0.24% | 196 | +495 | 0.43% | Q4 2025 | Jan 05, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 114,515 | 2,948 | 0.45% | 0.5% | 197 | -5,986 | -4.97% | Q4 2025 | Jan 12, 2026 |
| RAINIER FAMILY WEALTH INC | History | Added to | 113,354 | 2,918 | 2.2% | 1.97% | 198 | +28,046 | 32.88% | Q4 2025 | Jan 20, 2026 |
| Aquire Wealth Advisors, LLC | History | Reduced | 108,729 | 2,799 | 0.73% | 0.76% | 199 | -10,766 | -9.01% | Q4 2025 | Jan 07, 2026 |
| Sowell Financial Services LLC | History | Added to | 107,269 | 2,762 | 0.1% | 0.1% | 200 | +9,086 | 9.25% | Q4 2025 | Jan 21, 2026 |
| Partners in Financial Planning | History | Added to | 102,333 | 2,635 | 0.45% | 0.45% | 201 | +714 | 0.7% | Q4 2025 | Feb 02, 2026 |
| JBR Co Financial Management Inc | History | Added to | 100,915 | 2,598 | 1.09% | 0.89% | 202 | +19,336 | 23.7% | Q4 2025 | Jan 06, 2026 |
| Orin Green Financial, LLC | History | Added to | 100,590 | 2,590 | 1.04% | 1.0% | 203 | +3,984 | 4.12% | Q4 2025 | Feb 06, 2026 |
| Empower Advisory Group, LLC | History | Added to | 99,103 | 2,551 | 0.01% | 0.0% | 204 | +37,472 | 60.8% | Q4 2025 | Feb 12, 2026 |
| Core Wealth Partners LLC | History | Added to | 97,644 | 2,514 | 1.13% | 1.03% | 205 | +10,569 | 12.14% | Q4 2025 | Feb 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 93,377 | 2,404 | 0.06% | 0.06% | 206 | +4,404 | 4.95% | Q4 2025 | Jan 29, 2026 |
| Atria Investments, Inc | History | Added to | 93,110 | 2,397 | 0.03% | 0.02% | 207 | +35,285 | 61.02% | Q4 2025 | Feb 05, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 89,938 | 2,315 | 0.53% | 0.56% | 208 | -3,755 | -4.01% | Q4 2025 | Jan 16, 2026 |
| LEGACY SOLUTIONS, LLC | History | Added to | 89,809 | 2,312 | 2.03% | 2.04% | 209 | +1,946 | 2.21% | Q4 2025 | Jan 14, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 88,633 | 2,288 | 0.09% | 0.13% | 210 | +4,638 | 5.52% | Q4 2025 | Feb 13, 2026 |
| Compass Financial Group, Inc. | History | Added to | 88,625 | 2,282 | 1.01% | 1.03% | 211 | +214 | 0.24% | Q4 2025 | Feb 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 85,708 | 2,206 | 0.0% | 0.0% | 212 | +39,810 | 86.74% | Q4 2025 | Mar 25, 2026 |
| Steele Capital Management, Inc. | History | Reduced | 84,461 | 2,174 | 0.09% | 0.1% | 213 | -1,094 | -1.28% | Q4 2025 | Jan 27, 2026 |
| Fermata Advisors, LLC | History | Reduced | 80,357 | 2,069 | 0.5% | 0.53% | 214 | -342 | -0.42% | Q4 2025 | Jan 08, 2026 |
| Private Wealth Group, LLC | History | Added to | 79,947 | 2,058 | 0.99% | 1.01% | 215 | +1,153 | 1.46% | Q4 2025 | Jan 12, 2026 |
| Brown Financial Advisors | History | Reduced | 79,352 | 2,043 | 0.75% | 0.77% | 216 | -768 | -0.96% | Q4 2025 | Feb 17, 2026 |
| Winch Advisory Services, LLC | History | Added to | 78,591 | 2,023 | 0.45% | 0.44% | 217 | +2,981 | 3.94% | Q4 2025 | Feb 03, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 74,389 | 1,915 | 0.09% | 0.6% | 218 | -460,029 | -86.08% | Q4 2025 | Jan 21, 2026 |
| E&G Advisors, LP | History | Reduced | 70,438 | 1,813 | 0.41% | 0.44% | 219 | -2,271 | -3.12% | Q4 2025 | Jan 23, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 70,043 | 1,803 | 0.47% | 0.65% | 220 | -23,482 | -25.11% | Q4 2025 | Jan 07, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 69,923 | 1,800 | 0.65% | 0.28% | 221 | +40,936 | 141.22% | Q4 2025 | Jan 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 69,634 | 1,793 | 0.04% | 0.03% | 222 | +12,255 | 21.36% | Q4 2025 | Feb 09, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 69,356 | 1,785 | 1.12% | 1.01% | 223 | +7,425 | 11.99% | Q4 2025 | Jan 14, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 68,491 | 1,763 | 0.58% | 0.62% | 224 | -1,356 | -1.94% | Q4 2025 | Feb 05, 2026 |
| Gambit Capital Management, LLC | History | New | 66,884 | 1,722 | 1.23% | — | 225 | +66,884 | New | Q4 2025 | Feb 06, 2026 |
| Breakwater Investment Management | History | Added to | 66,260 | 1,706 | 0.62% | 0.59% | 226 | +4,235 | 6.83% | Q4 2025 | Feb 02, 2026 |
| G&S Capital LLC | History | Added to | 66,006 | 1,699 | 0.6% | 0.61% | 227 | +1,693 | 2.63% | Q4 2025 | Jan 28, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 63,302 | 1,630 | 0.38% | 0.4% | 228 | +160 | 0.25% | Q4 2025 | Jan 16, 2026 |
| Prospect Financial Group LLC | History | Added to | 63,287 | 1,629 | 1.51% | 1.58% | 229 | +533 | 0.85% | Q4 2025 | Feb 10, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 62,859 | 1,618 | 0.1% | 0.11% | 230 | +1,117 | 1.81% | Q4 2025 | Feb 03, 2026 |
| TMB Capital Partners, LLC | History | New | 62,266 | 1,603 | 0.55% | — | 231 | +62,266 | New | Q4 2025 | Feb 19, 2026 |
| Merit Financial Group, LLC | History | Reduced | 62,185 | 1,601 | 0.01% | 0.02% | 232 | -38,733 | -38.38% | Q4 2025 | Jan 26, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 62,039 | 1,597 | 0.06% | 0.07% | 233 | -9,865 | -13.72% | Q4 2025 | Feb 04, 2026 |
| CITIGROUP INC | History | Reduced | 61,947 | 1,595 | 0.0% | 0.0% | 234 | -6,206 | -9.11% | Q4 2025 | Feb 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 61,359 | 1,580 | 0.0% | 0.0% | 235 | +4,422 | 7.77% | Q4 2025 | Feb 10, 2026 |
| Laraway Financial Advisors Inc | History | Reduced | 60,733 | 1,563 | 1.02% | 1.12% | 236 | -2,923 | -4.59% | Q4 2025 | Feb 13, 2026 |
| Hibernia Wealth Partners, LLC | History | Added to | 60,264 | 1,551 | 0.47% | 0.64% | 237 | +21,402 | 55.07% | Q4 2025 | Feb 12, 2026 |
| TKG Advisors, LLC | History | Added to | 59,763 | 1,538 | 0.62% | 0.66% | 238 | +100 | 0.17% | Q4 2025 | Jan 29, 2026 |
| Mill Capital Management, LLC | History | Added to | 58,984 | 1,518 | 0.11% | 0.08% | 239 | +14,912 | 33.84% | Q4 2025 | Feb 11, 2026 |
| Carnegie Investment Counsel | History | Added to | 58,689 | 1,511 | 0.03% | 0.03% | 240 | +1,334 | 2.33% | Q4 2025 | Jan 23, 2026 |
| COMERICA BANK | History | Reduced | 58,479 | 1,505 | 0.01% | 0.01% | 241 | -34,243 | -36.93% | Q4 2025 | Jan 29, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 58,288 | 1,500 | 0.02% | 0.02% | 242 | +2,077 | 3.7% | Q4 2025 | Feb 12, 2026 |
| HF Advisory Group, LLC | History | Added to | 58,191 | 1,498 | 0.52% | 0.53% | 243 | +2,720 | 4.9% | Q4 2025 | Jan 23, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 57,939 | 1,491 | 0.02% | 0.02% | 244 | +25 | 0.04% | Q4 2025 | Jan 29, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 57,053 | 1,469 | 0.92% | — | 246 | +57,053 | New | Q4 2025 | Feb 04, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 57,084 | 1,469 | 0.58% | 0.63% | 245 | -3,596 | -5.93% | Q4 2025 | Feb 04, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 55,534 | 1,434 | 0.16% | 0.18% | 247 | -1,248 | -2.2% | Q4 2025 | Feb 03, 2026 |
| Astoria Portfolio Advisors LLC. | History | Reduced | 54,555 | 1,422 | 0.32% | 0.39% | 248 | -3,096 | -5.37% | Q4 2025 | Feb 24, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 55,194 | 1,421 | 0.09% | 0.09% | 249 | +713 | 1.31% | Q4 2025 | Feb 18, 2026 |
| Balance Wealth, LLC | History | Reduced | 55,039 | 1,417 | 0.45% | 0.38% | 250 | -5,122 | -8.51% | Q4 2025 | Jan 21, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 54,909 | 1,413 | 0.01% | — | 251 | +54,909 | New | Q4 2025 | Feb 17, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 54,543 | 1,404 | 0.14% | 0.14% | 252 | +726 | 1.35% | Q4 2025 | Jan 29, 2026 |
| First Financial Bank - Trust Division | History | Reduced | 53,645 | 1,381 | 0.11% | 0.12% | 253 | -2,570 | -4.57% | Q4 2025 | Jan 02, 2026 |
| Advisory Services Network, LLC | History | Added to | 53,233 | 1,370 | 0.02% | 0.0% | 254 | +49,411 | 1292.8% | Q4 2025 | Feb 17, 2026 |
| United Advisor Group, LLC | History | Added to | 52,595 | 1,354 | 0.17% | 0.14% | 255 | +11,035 | 26.55% | Q4 2025 | Jan 26, 2026 |
| Scissortail Wealth Management, LLC | History | Added to | 51,072 | 1,315 | 0.3% | 0.29% | 256 | +271 | 0.53% | Q4 2025 | Jan 29, 2026 |
| Carroll Advisory Group, LLC | History | New | 50,945 | 1,311 | 0.57% | — | 257 | +50,945 | New | Q4 2025 | Feb 09, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Reduced | 50,714 | 1,305 | 1.07% | 1.27% | 258 | -7,629 | -13.08% | Q4 2025 | Feb 03, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 49,871 | 1,284 | 0.89% | 0.91% | 259 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 49,619 | 1,277 | 0.03% | 0.07% | 260 | -93,685 | -65.38% | Q4 2025 | Feb 17, 2026 |
| Financial & Tax Architects, LLC | History | Added to | 49,402 | 1,272 | 0.29% | 0.27% | 261 | +2,118 | 4.48% | Q4 2025 | Jan 21, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 48,923 | 1,259 | 0.11% | 0.09% | 262 | +7,264 | 17.44% | Q4 2025 | Jan 26, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 47,390 | 1,220 | 0.17% | 0.17% | 263 | +3,625 | 8.28% | Q4 2025 | Jan 26, 2026 |
| Arsenal Capital Advisors LLC | History | New | 46,813 | 1,205 | 0.85% | — | 264 | +46,813 | New | Q4 2025 | Feb 11, 2026 |
| Altus Wealth Group LLC | History | Reduced | 45,556 | 1,173 | 0.47% | 0.55% | 265 | -5,959 | -11.57% | Q4 2025 | Feb 13, 2026 |
| Advisor Resource Council | History | New | 44,940 | 1,155 | 0.41% | — | 266 | +44,940 | New | Q4 2025 | Feb 10, 2026 |
| Rooted Wealth Advisors, Inc. | History | Added to | 42,934 | 1,102 | 0.31% | 0.34% | 267 | +224 | 0.52% | Q4 2025 | Feb 09, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 41,615 | 1,071 | 0.47% | 0.89% | 268 | -37,242 | -47.23% | Q4 2025 | Feb 17, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 40,450 | 1,041 | 0.14% | 0.16% | 269 | +351 | 0.88% | Q4 2025 | Jan 21, 2026 |
| Vise Technologies, Inc. | History | Added to | 40,149 | 1,033 | 0.02% | 0.01% | 270 | +26,697 | 198.46% | Q4 2025 | Feb 11, 2026 |
| Crabel Capital Management, LLC | History | Added to | 39,753 | 1,023 | 0.77% | 0.82% | 271 | +4,172 | 11.73% | Q4 2025 | Feb 17, 2026 |
| VISIONARY HORIZONS, LLC | History | Added to | 39,652 | 1,021 | 0.53% | 0.49% | 272 | +5,789 | 17.1% | Q4 2025 | Jan 23, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 39,409 | 1,014 | 0.01% | 0.01% | 273 | +984 | 2.56% | Q4 2025 | Jan 23, 2026 |
| FWG Investments, LLC. | History | Reduced | 36,296 | 934 | 0.59% | 0.67% | 274 | -1,434 | -3.8% | Q4 2025 | Jan 28, 2026 |
| Wrenne Financial Planning LLC | History | Reduced | 36,277 | 934 | 0.38% | 0.41% | 275 | -424 | -1.16% | Q4 2025 | Feb 10, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 35,714 | 919 | 0.21% | 0.2% | 276 | -1,699 | -4.54% | Q4 2025 | Feb 02, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 34,700 | 893 | 0.0% | — | 277 | +34,700 | New | Q4 2025 | Feb 12, 2026 |
| Mutual Advisors, LLC | History | Added to | 34,174 | 879 | 0.02% | 0.02% | 278 | +131 | 0.38% | Q4 2025 | Feb 02, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 33,972 | 874 | 0.19% | 0.24% | 279 | -432 | -1.26% | Q4 2025 | Feb 09, 2026 |
| DOW CHEMICAL CO /DE/ | History | Reduced | 33,185 | 854 | 0.42% | 0.39% | 280 | -6,081 | -15.49% | Q4 2025 | Feb 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 33,146 | 853 | 0.01% | 0.01% | 281 | +14,919 | 81.85% | Q4 2025 | Feb 19, 2026 |
| Shelter Mutual Insurance Co | History | No change | 32,900 | 847 | 0.19% | 0.19% | 282 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SAX WEALTH ADVISORS, LLC | History | New | 32,430 | 835 | 0.04% | — | 283 | +32,430 | New | Q4 2025 | Jan 12, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 32,332 | 832 | 0.04% | 0.05% | 284 | -32 | -0.1% | Q4 2025 | Jan 20, 2026 |
| Magnolia Private Wealth, LLC | History | Reduced | 32,050 | 825 | 0.58% | 0.63% | 285 | -1,200 | -3.61% | Q4 2025 | Feb 06, 2026 |
| Opulen Financial Group LLC | History | Reduced | 31,863 | 820 | 0.6% | 0.63% | 286 | -181 | -0.56% | Q4 2025 | Feb 10, 2026 |
| Financial Plan, Inc. | History | New | 31,493 | 810 | 0.09% | — | 287 | +31,493 | New | Q4 2025 | Jan 28, 2026 |
| Narus Financial Partners, LLC | History | Added to | 31,379 | 808 | 0.22% | 0.21% | 288 | +1,179 | 3.9% | Q4 2025 | Feb 09, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 31,065 | 799 | 0.0% | 0.0% | 289 | +16,164 | 108.48% | Q4 2025 | Feb 13, 2026 |
| Falcon Wealth Planning | History | Reduced | 31,066 | 799 | 0.07% | 0.07% | 290 | -342 | -1.09% | Q4 2025 | Feb 03, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 30,629 | 788 | 0.06% | 0.03% | 291 | +14,899 | 94.72% | Q4 2025 | Feb 10, 2026 |
| Argent Trust Co | History | Reduced | 29,903 | 770 | 0.03% | 0.03% | 292 | -1,699 | -5.38% | Q4 2025 | Feb 10, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 29,602 | 762 | 0.1% | 0.19% | 293 | -26,127 | -46.88% | Q4 2025 | Jan 13, 2026 |
| Tilson Financial Group, Inc. | History | Reduced | 29,563 | 761 | 0.23% | 0.25% | 294 | -445 | -1.48% | Q4 2025 | Feb 05, 2026 |
| Texas Yale Capital Corp. | History | No change | 28,900 | 744 | 0.02% | 0.02% | 295 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Reduced | 28,845 | 742 | 0.21% | 0.25% | 296 | -2,275 | -7.31% | Q4 2025 | Feb 10, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Reduced | 28,473 | 734 | 0.05% | 0.06% | 297 | -879 | -2.99% | Q4 2025 | Feb 13, 2026 |
| Sharper & Granite LLC | History | Added to | 27,910 | 718 | 0.25% | 0.17% | 298 | +9,400 | 50.78% | Q4 2025 | Jan 27, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 27,696 | 713 | 0.38% | 0.4% | 299 | -341 | -1.22% | Q4 2025 | Feb 24, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 27,584 | 710 | 0.08% | 0.11% | 300 | -10,761 | -28.06% | Q4 2025 | Feb 18, 2026 |
| Paladin Wealth, LLC | History | Added to | 27,585 | 710 | 0.48% | 0.5% | 301 | +633 | 2.35% | Q4 2025 | Jan 15, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 27,284 | 702 | 0.44% | 0.36% | 302 | +7,139 | 35.44% | Q4 2025 | Jan 29, 2026 |
| McAdam, LLC | History | Reduced | 27,033 | 696 | 0.03% | 0.04% | 303 | -2,911 | -9.72% | Q4 2025 | Feb 13, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 26,990 | 694 | 0.02% | 0.02% | 304 | +4,160 | 18.22% | Q4 2025 | Jan 23, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 26,916 | 693 | 0.09% | 0.09% | 305 | +2,587 | 10.63% | Q4 2025 | Feb 10, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 26,900 | 692 | 0.02% | 0.03% | 306 | +10,353 | 62.57% | Q4 2025 | Feb 10, 2026 |
| Mattson Financial Services, LLC | History | Reduced | 25,724 | 662 | 0.15% | 0.19% | 307 | -5,366 | -17.26% | Q4 2025 | Feb 12, 2026 |
| Lynx Investment Advisory | History | Reduced | 25,515 | 657 | 0.36% | 0.52% | 308 | -8,021 | -23.92% | Q4 2025 | Feb 05, 2026 |
| Farrell Financial LLC | History | Added to | 25,375 | 653 | 0.39% | 0.41% | 309 | +99 | 0.39% | Q4 2025 | Jan 12, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 25,072 | 647 | 0.43% | 0.48% | 311 | -696 | -2.7% | Q4 2025 | Feb 11, 2026 |
| Forza Wealth Management, LLC | History | No change | 25,150 | 647 | 0.23% | 0.25% | 310 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Austin Private Wealth, LLC | History | Added to | 25,005 | 643 | 0.05% | 0.02% | 312 | +16,823 | 205.61% | Q4 2025 | Jan 20, 2026 |
| Tandem Investment Partners LLC | History | Added to | 24,881 | 640 | 0.54% | 0.45% | 313 | +3,604 | 16.94% | Q4 2025 | Jan 21, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 24,170 | 622 | 0.48% | — | 314 | +24,170 | New | Q4 2025 | Mar 05, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Added to | 23,997 | 617 | 0.1% | 0.06% | 315 | +9,918 | 70.45% | Q4 2025 | Jan 27, 2026 |
| Payne Capital LLC | History | Added to | 23,557 | 606 | 0.62% | 0.61% | 316 | +157 | 0.67% | Q4 2025 | Jan 20, 2026 |
| Worth Financial Advisory Group, LLC | History | New | 23,358 | 601 | 0.29% | — | 317 | +23,358 | New | Q4 2025 | Jan 16, 2026 |
| Snider Financial Group | History | Added to | 23,092 | 594 | 0.16% | 0.15% | 318 | +1,139 | 5.19% | Q4 2025 | Jan 21, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 23,027 | 592 | 0.02% | 0.02% | 319 | +303 | 1.33% | Q4 2025 | Jan 30, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 21,767 | 560 | 0.02% | 0.03% | 320 | -6,643 | -23.38% | Q4 2025 | Feb 06, 2026 |
| Betterment LLC | History | Added to | 21,334 | 549 | 0.0% | 0.0% | 321 | +538 | 2.59% | Q4 2025 | Feb 12, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | New | 21,035 | 541 | 0.2% | — | 322 | +21,035 | New | Q4 2025 | Feb 13, 2026 |
| Shum Financial Group, Inc. | History | Added to | 20,891 | 537 | 0.39% | 0.38% | 323 | +991 | 4.98% | Q4 2025 | Jan 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 20,784 | 535 | 0.07% | — | 324 | +20,784 | New | Q4 2025 | Feb 17, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Reduced | 20,801 | 535 | 0.04% | 0.04% | 325 | -1,614 | -7.2% | Q4 2025 | Jan 07, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 20,428 | 526 | 0.05% | 0.07% | 326 | -1,859 | -8.34% | Q4 2025 | Jan 22, 2026 |
| GEM Asset Management, LLC | History | Added to | 20,343 | 525 | 0.23% | 0.13% | 327 | +9,996 | 96.61% | Q4 2025 | Jan 09, 2026 |
| FreeGulliver LLC | History | Reduced | 20,120 | 518 | 0.19% | 0.3% | 328 | -5,936 | -22.78% | Q4 2025 | Feb 12, 2026 |
| Millington Financial Advisors, LLC | History | Reduced | 19,581 | 505 | 0.22% | 0.29% | 329 | -3,706 | -15.91% | Q4 2025 | Feb 09, 2026 |
| Garrett Wealth Advisory Group, LLC | History | Added to | 19,326 | 497 | 0.09% | 0.09% | 330 | +516 | 2.74% | Q4 2025 | Feb 04, 2026 |
| Redwood Investment Management, LLC | History | Added to | 18,324 | 472 | 0.05% | 0.03% | 331 | +6,716 | 57.86% | Q4 2025 | Feb 17, 2026 |
| Investments & Financial Planning, LLC | History | Added to | 18,133 | 466 | 0.25% | 0.23% | 332 | +1,748 | 10.67% | Q4 2025 | Feb 23, 2026 |
| PFG Private Wealth Management, LLC | History | New | 17,844 | 459 | 0.2% | — | 333 | +17,844 | New | Q4 2025 | Jan 15, 2026 |
| Plan A Wealth LLC | History | Reduced | 17,759 | 457 | 0.22% | 0.25% | 334 | -1,380 | -7.21% | Q4 2025 | Feb 06, 2026 |
| Capital CS Group, LLC | History | Reduced | 17,695 | 455 | 0.7% | 0.73% | 335 | -282 | -1.57% | Q4 2025 | Jan 09, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 17,197 | 447 | 0.14% | 0.22% | 336 | +3,584 | 26.33% | Q4 2025 | Jan 22, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | New | 17,291 | 445 | 0.02% | — | 337 | +17,291 | New | Q4 2025 | Jan 26, 2026 |
| Advisor OS, LLC | History | Added to | 16,877 | 434 | 0.03% | 0.03% | 338 | +3,871 | 29.76% | Q4 2025 | Feb 04, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 16,767 | 431 | 0.05% | 0.03% | 339 | +8,846 | 111.68% | Q4 2025 | Feb 17, 2026 |
| PEAK FINANCIAL ADVISORS LLC | History | Added to | 16,720 | 430 | 0.19% | 0.13% | 340 | +5,896 | 54.47% | Q4 2025 | Jan 12, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 16,607 | 428 | 0.01% | — | 341 | +16,607 | New | Q4 2025 | Feb 13, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Reduced | 16,624 | 428 | 0.09% | 0.1% | 342 | -1,469 | -8.12% | Q4 2025 | Feb 09, 2026 |
| FELL CAPITAL MANAGEMENT /ADV | History | New | 16,056 | 413 | 0.4% | — | 343 | +16,056 | New | Q4 2025 | Mar 27, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 15,868 | 408 | 0.01% | 0.02% | 344 | -606 | -3.68% | Q4 2025 | Jan 13, 2026 |
| Brown Financial Advisory | History | No change | 15,755 | 405 | 0.2% | 0.21% | 345 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sovran Advisors, LLC | History | Reduced | 15,633 | 404 | 0.03% | 0.04% | 346 | -3,225 | -17.1% | Q4 2025 | Jan 20, 2026 |
| &PARTNERS | History | Reduced | 15,666 | 403 | 0.0% | 0.0% | 347 | -2,234 | -12.48% | Q4 2025 | Feb 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 15,498 | 398 | 0.0% | 0.0% | 348 | +508 | 3.39% | Q4 2025 | Feb 17, 2026 |
| Brookstone Capital Management | History | Reduced | 15,370 | 395 | 0.0% | 0.0% | 349 | -443 | -2.8% | Q4 2025 | Jan 15, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 15,120 | 389 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| AMJ Financial Wealth Management | History | Reduced | 14,916 | 384 | 0.09% | 0.09% | 351 | -411 | -2.68% | Q4 2025 | Feb 05, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 14,879 | 383 | 0.0% | 0.0% | 352 | -650 | -4.19% | Q4 2025 | Feb 12, 2026 |
| Western Wealth Management, LLC | History | Added to | 14,863 | 382 | 0.02% | 0.02% | 353 | +181 | 1.23% | Q4 2025 | Feb 05, 2026 |
| NOVUS ADVISORS, LLC | History | Added to | 14,677 | 377 | 0.84% | 0.56% | 354 | +5,214 | 55.1% | Q4 2025 | Feb 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 14,615 | 376 | 0.01% | 0.02% | 355 | +861 | 6.26% | Q4 2025 | Feb 09, 2026 |
| HOWE & RUSLING INC | History | New | 14,540 | 374 | 0.02% | — | 356 | +14,540 | New | Q4 2025 | Feb 17, 2026 |
| Optivise Advisory Services LLC | History | Reduced | 14,496 | 373 | 0.22% | 0.26% | 357 | -2,230 | -13.33% | Q4 2025 | Jan 12, 2026 |
| Asset One Wealth Management LLC | History | New | 14,376 | 369 | 0.05% | — | 358 | +14,376 | New | Q4 2025 | Feb 17, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 14,245 | 367 | 0.0% | 0.0% | 359 | +572 | 4.18% | Q4 2025 | Feb 03, 2026 |
| Capital Planning Advisors, LLC | History | No change | 14,232 | 366 | 0.05% | 0.05% | 360 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 13,961 | 359 | 0.02% | 0.02% | 361 | +2,434 | 21.12% | Q4 2025 | Jan 28, 2026 |
| Kure Advisory, LLC | History | Reduced | 13,687 | 352 | 0.2% | 0.26% | 362 | -2,791 | -16.94% | Q4 2025 | Jan 08, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Added to | 13,481 | 347 | 0.67% | 0.3% | 363 | +4,187 | 45.05% | Q4 2025 | Jan 21, 2026 |
| Tribridge Partners Financial LLC | History | No change | 13,401 | 345 | 0.14% | 0.16% | 364 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Concord Wealth Partners | History | Added to | 13,091 | 337 | 0.04% | 0.04% | 365 | +1,552 | 13.45% | Q4 2025 | Jan 29, 2026 |
| Concord Asset Management, LLC/VA | History | Added to | 13,049 | 336 | 0.06% | 0.05% | 366 | +1,649 | 14.46% | Q4 2025 | Jan 29, 2026 |
| Neuberger Berman Group LLC | History | No change | 13,000 | 334 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Balentine LLC | History | Reduced | 12,908 | 332 | 0.01% | 0.02% | 368 | -5,429 | -29.61% | Q4 2025 | Feb 02, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 12,928 | 332 | 0.1% | 0.1% | 369 | +1,136 | 9.63% | Q4 2025 | Jan 20, 2026 |
| Independent Advisor Alliance | History | New | 12,654 | 325 | 0.01% | — | 370 | +12,654 | New | Q4 2025 | Feb 04, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 12,659 | 325 | 0.03% | 0.04% | 371 | -2,860 | -18.43% | Q4 2025 | Jan 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 12,485 | 321 | 0.0% | 0.0% | 372 | -832 | -6.25% | Q4 2025 | Feb 10, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 12,460 | 320 | 0.05% | 0.05% | 373 | +298 | 2.45% | Q4 2025 | Feb 11, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 12,200 | 314 | 0.0% | 0.0% | 374 | +3,461 | 39.6% | Q4 2025 | Jan 29, 2026 |
| Ascent Group, LLC | History | New | 12,162 | 313 | 0.01% | — | 375 | +12,162 | New | Q4 2025 | Jan 20, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 11,937 | 307 | 0.0% | 0.0% | 376 | -2,038 | -14.58% | Q4 2025 | Jan 12, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 11,867 | 305 | 0.02% | 0.02% | 377 | -1,016 | -7.89% | Q4 2025 | Feb 17, 2026 |
| Valtinson Bruner Financial Planning LLC | History | New | 11,765 | 302 | 0.09% | — | 378 | +11,765 | New | Q4 2025 | Feb 09, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 11,720 | 301 | 0.02% | 0.03% | 379 | -1,555 | -11.71% | Q4 2025 | Feb 17, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 11,677 | 300 | 0.01% | 0.01% | 380 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 11,625 | 299 | 0.08% | 0.09% | 381 | -599 | -4.9% | Q4 2025 | Feb 06, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 11,521 | 296 | 0.26% | 0.27% | 382 | -40 | -0.35% | Q4 2025 | Jan 29, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 11,284 | 292 | 0.15% | 0.15% | 383 | +983 | 9.54% | Q4 2025 | Jan 29, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 11,288 | 290 | 0.04% | — | 385 | +11,288 | New | Q4 2025 | Jan 27, 2026 |
| Richmond Investment Services, LLC | History | New | 11,266 | 290 | 0.05% | — | 384 | +11,266 | New | Q4 2025 | Feb 12, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 11,134 | 286 | 0.01% | 0.01% | 386 | -3,878 | -25.83% | Q4 2025 | Feb 17, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 11,120 | 286 | 0.04% | 0.05% | 387 | -1,988 | -15.17% | Q4 2025 | Feb 03, 2026 |
| 1832 Asset Management L.P. | History | New | 11,030 | 284 | 0.0% | — | 388 | +11,030 | New | Q4 2025 | Feb 13, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 11,032 | 284 | 0.1% | 0.16% | 389 | -4,213 | -27.64% | Q4 2025 | Feb 09, 2026 |
| Strategic Financial Planning, Inc. | History | Added to | 10,928 | 281 | 0.16% | 0.16% | 391 | +123 | 1.14% | Q4 2025 | Feb 17, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 10,928 | 281 | 0.07% | 0.08% | 390 | +110 | 1.02% | Q4 2025 | Jan 26, 2026 |
| Arax Advisory Partners | History | New | 10,513 | 270 | 0.01% | — | 392 | +10,513 | New | Q4 2025 | Feb 13, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Reduced | 10,498 | 270 | 0.08% | 0.09% | 393 | -38 | -0.36% | Q4 2025 | Jan 12, 2026 |
| Savvy Advisors, Inc. | History | New | 10,312 | 265 | 0.01% | — | 394 | +10,312 | New | Q4 2025 | Jan 20, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 10,180 | 262 | 0.04% | 0.04% | 395 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 10,159 | 261 | 0.0% | 0.0% | 396 | +99 | 0.98% | Q4 2025 | Feb 17, 2026 |
| Heartwood Wealth Advisors LLC | History | Reduced | 10,051 | 258 | 0.02% | 0.04% | 397 | -4,640 | -31.58% | Q4 2025 | Jan 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 9,981 | 257 | 0.0% | 0.0% | 398 | +1,849 | 22.74% | Q4 2025 | Feb 18, 2026 |
| Tidemark, LLC | History | Reduced | 9,919 | 255 | 0.07% | 0.09% | 399 | -2,518 | -20.25% | Q4 2025 | Feb 10, 2026 |
| Brookwood Investment Group LLC | History | Added to | 9,719 | 250 | 0.03% | 0.03% | 400 | +389 | 4.17% | Q4 2025 | Jan 22, 2026 |
| Palatine Hill Wealth Management, LLC | History | New | 9,619 | 247 | 0.2% | — | 401 | +9,619 | New | Q4 2025 | Feb 10, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 9,559 | 246 | 0.07% | 0.08% | 403 | +227 | 2.43% | Q4 2025 | Jan 06, 2026 |
| Paladin Advisory Group, LLC | History | Added to | 9,561 | 246 | 0.18% | 0.19% | 402 | +3 | 0.03% | Q4 2025 | Jan 21, 2026 |
| SageGuard Financial Group, LLC | History | New | 9,452 | 243 | 0.04% | — | 404 | +9,452 | New | Q4 2025 | Jan 27, 2026 |
| Maia Wealth LLC | History | Added to | 9,378 | 243 | 0.04% | 0.04% | 405 | +7 | 0.07% | Q4 2025 | Feb 17, 2026 |
| Strategic Wealth Investment Group, LLC | History | Reduced | 9,399 | 242 | 0.03% | 0.02% | 406 | -25 | -0.27% | Q4 2025 | Feb 11, 2026 |
| RKL Wealth Management LLC | History | New | 9,170 | 236 | 0.02% | — | 407 | +9,170 | New | Q4 2025 | Feb 12, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | New | 9,045 | 232 | 0.04% | — | 408 | +9,045 | New | Q4 2025 | Feb 03, 2026 |
| Balboa Wealth Partners | History | New | 8,949 | 230 | 0.04% | — | 409 | +8,949 | New | Q4 2025 | Jan 16, 2026 |
| Optimist Retirement Group LLC | History | Added to | 8,890 | 228 | 0.1% | 0.1% | 410 | +104 | 1.18% | Q4 2025 | Feb 09, 2026 |
| OLIO Financial Planning | History | No change | 8,777 | 226 | 0.06% | 0.07% | 411 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 8,744 | 225 | 0.02% | 0.02% | 412 | -376 | -4.12% | Q4 2025 | Feb 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 8,702 | 224 | 0.0% | — | 413 | +8,702 | New | Q4 2025 | Feb 05, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | Added to | 8,689 | 223 | 0.06% | 0.06% | 414 | +135 | 1.58% | Q4 2025 | Jan 23, 2026 |
| NORTH DALLAS BANK & TRUST CO | History | New | 8,600 | 221 | 0.14% | — | 416 | +8,600 | New | Q4 2025 | Feb 11, 2026 |
| Realta Investment Advisors | History | Added to | 8,614 | 221 | 0.07% | 0.07% | 415 | +334 | 4.03% | Q4 2025 | Jan 20, 2026 |
| Asset Dedication, LLC | History | No change | 8,577 | 220 | 0.01% | 0.01% | 417 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| EHRLICH FINANCIAL GROUP | History | Added to | 8,500 | 218 | 0.12% | 0.13% | 418 | +250 | 3.03% | Q4 2025 | Jan 06, 2026 |
| Baird Financial Group, Inc. | History | New | 8,217 | 211 | 0.0% | — | 419 | +8,217 | New | Q4 2025 | Feb 13, 2026 |
| Capital Developers, LLC | History | New | 8,180 | 210 | 0.19% | — | 420 | +8,180 | New | Q4 2025 | Jan 30, 2026 |
| Professional Financial Advisors, LLC | History | New | 8,155 | 209 | 0.04% | — | 423 | +8,155 | New | Q4 2025 | Jan 15, 2026 |
| Composition Wealth, LLC | History | New | 8,143 | 209 | 0.0% | — | 422 | +8,143 | New | Q4 2025 | Feb 02, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | New | 8,121 | 209 | 0.01% | — | 421 | +8,121 | New | Q4 2025 | Feb 10, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 8,091 | 208 | 0.04% | 0.04% | 424 | -28 | -0.34% | Q4 2025 | Feb 12, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 7,962 | 205 | 0.01% | 0.01% | 425 | -511 | -6.03% | Q4 2025 | Jan 23, 2026 |
| FMR LLC | History | Reduced | 7,958 | 204 | 0.0% | 0.0% | 426 | -4,402 | -35.61% | Q4 2025 | Feb 17, 2026 |
| Amicus Financial Advisors, LLC | History | New | 7,905 | 203 | 0.06% | — | 427 | +7,905 | New | Q4 2025 | Mar 02, 2026 |
| CreativeOne Wealth, LLC | History | New | 7,855 | 202 | 0.0% | — | 428 | +7,855 | New | Q4 2025 | Feb 13, 2026 |
| Symmetry Partners, LLC | History | No change | 7,772 | 200 | 0.01% | 0.02% | 429 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Sunbelt Securities, Inc. | History | No change | 7,635 | 196 | 0.01% | 0.01% | 430 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 7,039 | 181 | 0.0% | — | 431 | +7,039 | New | Q4 2025 | Feb 13, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 7,010 | 180 | 0.01% | 0.01% | 432 | +10 | 0.14% | Q4 2025 | Feb 13, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 6,779 | 174 | 0.0% | 0.0% | 433 | -221 | -3.16% | Q4 2025 | Feb 03, 2026 |
| Ancora Advisors LLC | History | Added to | 6,702 | 172 | 0.0% | 0.0% | 434 | +89 | 1.35% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 6,089 | 156 | 0.0% | 0.0% | 435 | -1,298 | -17.57% | Q4 2025 | Feb 06, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Reduced | 4,509 | 116 | 0.03% | 0.03% | 436 | -9 | -0.2% | Q4 2025 | Feb 05, 2026 |
| Woodside Wealth Management LLC | History | Added to | 4,233 | 109 | 0.08% | 0.08% | 437 | +149 | 3.65% | Q4 2025 | Jan 30, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 4,163 | 107 | 0.02% | 0.02% | 438 | +879 | 26.77% | Q4 2025 | Jan 05, 2026 |
| Key FInancial Inc | History | No change | 3,894 | 100 | 0.02% | 0.02% | 439 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WealthCollab, LLC | History | No change | 3,690 | 95 | 0.04% | 0.04% | 440 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Root Financial Partners, LLC | History | New | 3,658 | 94 | 0.0% | — | 441 | +3,658 | New | Q4 2025 | Feb 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 3,262 | 83 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 3,200 | 82 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Northwest Capital Management Inc | History | Reduced | 3,119 | 80 | 0.35% | 0.37% | 444 | -10,662 | -77.37% | Q4 2025 | Jan 26, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 3,039 | 78 | 0.04% | 0.04% | 446 | +155 | 5.37% | Q4 2025 | Jan 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 3,067 | 78 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 2,982 | 76 | 0.0% | 0.0% | 447 | +41 | 1.39% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 2,807 | 72 | 0.01% | 0.01% | 448 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SHP Wealth Management | History | New | 2,730 | 70 | 0.01% | — | 449 | +2,730 | New | Q4 2025 | Mar 04, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 2,686 | 69 | 0.02% | 0.02% | 450 | -39 | -1.43% | Q4 2025 | Jan 22, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 2,615 | 67 | 0.0% | 0.0% | 451 | +34 | 1.32% | Q4 2025 | Jan 14, 2026 |
| Safe Harbor Fiduciary, LLC | History | New | 2,583 | 66 | 0.06% | — | 452 | +2,583 | New | Q4 2025 | Feb 17, 2026 |
| Fourth Dimension Wealth, LLC | History | New | 2,571 | 66 | 0.02% | — | 453 | +2,571 | New | Q4 2025 | Feb 04, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 2,147 | 55 | 0.0% | 0.0% | 454 | -7 | -0.32% | Q4 2025 | Feb 12, 2026 |
| WFA of San Diego, LLC | History | No change | 2,069 | 53 | 0.04% | 0.04% | 455 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ST GERMAIN D J CO INC | History | No change | 2,028 | 52 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,987 | 51 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Premier Financial Group | History | New | 1,937 | 49 | 0.01% | — | 458 | +1,937 | New | Q4 2025 | Feb 09, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 1,889 | 48 | 0.04% | 0.16% | 460 | -58,222 | -96.86% | Q4 2025 | Feb 06, 2026 |
| Westside Investment Management, Inc. | History | No change | 1,869 | 48 | 0.01% | 0.01% | 459 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,829 | 47 | 0.0% | — | 461 | +1,829 | New | Q4 2025 | Feb 03, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 1,854 | 47 | 0.01% | 0.01% | 462 | -224 | -10.78% | Q4 2025 | Feb 10, 2026 |
| Miller Capital Partners, Inc. | History | New | 1,808 | 46 | 0.02% | — | 464 | +1,808 | New | Q4 2025 | Feb 17, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 1,819 | 46 | 0.03% | 0.03% | 463 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Cape Investment Advisory, Inc. | History | New | 1,612 | 41 | 0.01% | — | 465 | +1,612 | New | Q4 2025 | Feb 17, 2026 |
| Gould Capital, LLC | History | Added to | 1,440 | 37 | 0.02% | 0.02% | 466 | +440 | 44.0% | Q4 2025 | Feb 13, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 1,472 | 37 | 0.01% | 0.01% | 467 | -234 | -13.72% | Q4 2025 | Jan 12, 2026 |
| IMG Wealth Management, Inc. | History | No change | 1,359 | 34 | 0.02% | 0.02% | 468 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Rossby Financial, LCC | History | Added to | 1,293 | 33 | 0.01% | 0.01% | 469 | +392 | 43.51% | Q4 2025 | Feb 12, 2026 |
| Collier Financial | History | Added to | 1,264 | 32 | 0.02% | 0.02% | 470 | +16 | 1.28% | Q4 2025 | Feb 12, 2026 |
| Bare Financial Services, Inc | History | No change | 1,238 | 31 | 0.01% | 0.01% | 471 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 1,130 | 29 | 0.03% | — | 472 | +1,130 | New | Q4 2025 | Feb 10, 2026 |
| Cheviot Value Management, LLC | History | Reduced | 1,100 | 28 | 0.0% | 0.0% | 473 | -173 | -13.59% | Q4 2025 | Feb 03, 2026 |
| Kingdom Financial Group LLC. | History | New | 1,057 | 27 | 0.01% | — | 475 | +1,057 | New | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,059 | 27 | 0.0% | 0.0% | 474 | -31 | -2.84% | Q4 2025 | Feb 12, 2026 |
| Operose Advisors LLC | History | No change | 1,033 | 26 | 0.01% | 0.01% | 476 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,000 | 25 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 914 | 23 | 0.0% | 0.0% | 478 | +720 | 371.13% | Q4 2025 | Feb 10, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 836 | 21 | 0.01% | — | 479 | +836 | New | Q4 2025 | Feb 11, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 813 | 20 | 0.01% | 0.01% | 480 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Rakuten Securities, Inc. | History | New | 750 | 19 | 0.01% | — | 481 | +750 | New | Q4 2025 | Jan 29, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 762 | 19 | 0.01% | 0.02% | 482 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 725 | 18 | 0.01% | 0.03% | 483 | -2,700 | -78.83% | Q4 2025 | Feb 12, 2026 |
| New England Capital Financial Advisors LLC | History | Added to | 648 | 16 | 0.01% | 0.01% | 485 | +9 | 1.41% | Q4 2025 | Feb 02, 2026 |
| Aventus Investment Advisors, Inc. | History | Added to | 642 | 16 | 0.01% | 0.01% | 487 | +9 | 1.42% | Q4 2025 | Jan 14, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 625 | 16 | 0.0% | 0.0% | 484 | +8 | 1.3% | Q4 2025 | Jan 23, 2026 |
| ORG Wealth Partners, LLC | History | No change | 656 | 16 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 591 | 15 | 0.0% | 0.0% | 488 | +95 | 19.15% | Q4 2025 | Feb 02, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Added to | 501 | 12 | 0.0% | 0.0% | 489 | +7 | 1.42% | Q4 2025 | Jan 26, 2026 |
| Dogwood Wealth Management LLC | History | No change | 392 | 10 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Triumph Capital Management | History | New | 363 | 9 | 0.0% | — | 491 | +363 | New | Q4 2025 | Feb 12, 2026 |
| Dynamic Wealth Strategies, LLC | History | Reduced | 375 | 9 | 0.01% | 0.01% | 492 | -9 | -2.34% | Q4 2025 | Feb 04, 2026 |
| BlackRock, Inc. | History | Added to | 284 | 7 | 0.0% | 0.0% | 495 | +4 | 1.43% | Q4 2025 | Feb 12, 2026 |
| North Star Investment Management Corp. | History | Added to | 284 | 7 | 0.0% | 0.0% | 493 | +3 | 1.07% | Q4 2025 | Jan 30, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 302 | 7 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| SageView Advisory Group, LLC | History | New | 227 | 5 | 0.0% | — | 497 | +227 | New | Q4 2025 | Feb 17, 2026 |
| Advocate Investing Services LLC | History | New | 200 | 5 | 0.0% | — | 498 | +200 | New | Q4 2025 | Feb 12, 2026 |
| Blue Trust, Inc. | History | New | 196 | 5 | 0.0% | — | 496 | +196 | New | Q4 2025 | Jan 16, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 185 | 4 | 0.0% | 0.0% | 500 | +1 | 0.54% | Q4 2025 | Feb 11, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 157 | 4 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Crewe Advisors LLC | History | New | 125 | 3 | 0.0% | — | 501 | +125 | New | Q4 2025 | Jan 16, 2026 |
| Archer Investment Corp | History | No change | 138 | 3 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | New | 116 | 2 | 0.0% | — | 503 | +116 | New | Q4 2025 | Feb 13, 2026 |
| HOEY INVESTMENTS, INC | History | New | 116 | 2 | 0.0% | — | 506 | +116 | New | Q4 2025 | Jan 28, 2026 |
| Midwest Capital Advisors, LLC | History | Added to | 104 | 2 | 0.0% | 0.0% | 507 | +1 | 0.97% | Q4 2025 | Jan 29, 2026 |
| Anchor Investment Management, LLC | History | No change | 81 | 2 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Investors Research Corp | History | No change | 84 | 2 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Hughes Financial Services, LLC | History | No change | 113 | 2 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CX Institutional | History | No change | 25 | 1 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| GAMMA Investing LLC | History | No change | 47 | 1 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Pandora Wealth, Inc. | History | No change | 50 | 1 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -1,616,234 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Algorithmic Investment Models, LLC | History | Closed out | 0 | 0 | — | 10.44% | — | -608,102 | -100.0% | Q3 2025 | Nov 10, 2025 |
| OneAscent Financial Services LLC | History | Closed out | 0 | 0 | — | 0.98% | — | -307,897 | -100.0% | Q3 2025 | Oct 31, 2025 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 4.44% | — | -246,189 | -100.0% | Q3 2025 | Oct 08, 2025 |
| TOWNSQUARE CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.52% | — | -133,035 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -68,418 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Strategic Investment Advisors / MI | History | Closed out | 0 | 0 | — | 0.0% | — | -56,534 | -100.0% | Q3 2025 | Dec 17, 2025 |
| Main Street Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -47,970 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -46,495 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tandem Financial, LLC | History | Closed out | 0 | 0 | — | 0.4% | — | -41,431 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Keystone Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -38,173 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Golden State Equity Partners | History | Closed out | 0 | 0 | — | 0.14% | — | -32,268 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -28,481 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -13,367 | -100.0% | Q3 2025 | Oct 28, 2025 |
| AssuredPartners Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -11,279 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Kilter Group LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -11,112 | -100.0% | Q3 2025 | Feb 06, 2026 |
| Syverson Strege & Co | History | Closed out | 0 | 0 | — | 0.06% | — | -9,820 | -100.0% | Q3 2025 | Dec 01, 2025 |
| AIFG Consultants Ltd. | History | Closed out | 0 | 0 | — | 0.43% | — | -9,493 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,463 | -100.0% | Q3 2025 | Nov 12, 2025 |
| KPP Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -9,235 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Ausdal Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -8,369 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Atlanta Consulting Group Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -7,942 | -100.0% | Q3 2025 | Nov 05, 2025 |
| A4 Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -7,785 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Keener Financial Planning LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,054 | -100.0% | Q3 2025 | Nov 07, 2025 |
| FAS Wealth Partners, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -991 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Activest Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -915 | -100.0% | Q3 2025 | Nov 03, 2025 |
| FIFTH THIRD BANCORP | History | Closed out | 0 | 0 | — | 0.0% | — | -508 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -374 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SYM FINANCIAL Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -318 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -262 | -100.0% | Q3 2025 | Nov 06, 2025 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 38 | 0 | — | 0.0% | — | -150 | -79.79% | Q4 2025 | Feb 11, 2026 |
| Private Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -133 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | 0.0% | — | -105 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Networth Advisors, LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Jan 22, 2026 |
| Copia Wealth Management | History | Added to | 35 | 0 | — | — | — | +5 | 16.67% | Q4 2025 | Feb 06, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 24 | 0 | — | — | — | -1 | -4.0% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BFSG, LLC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |