SPDR SERIES TRUST - SPHY
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 46,944,283 | 1,111,171 | 0.08% | 0.07% | 1 | +2,294,382 | 5.14% | Q4 2025 | Feb 17, 2026 |
| Ilmarinen Mutual Pension Insurance Co | History | Reduced | 23,050,000 | 545,594 | 4.35% | 5.33% | 2 | -6,600,000 | -22.26% | Q4 2025 | Feb 10, 2026 |
| SEI INVESTMENTS CO | History | Added to | 18,770,529 | 444,297 | 0.44% | 0.46% | 3 | +947,671 | 5.32% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 11,194,429 | 264,972 | 0.05% | 0.05% | 4 | -115,736 | -1.02% | Q4 2025 | Feb 13, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 9,340,529 | 221,090 | 0.16% | 0.18% | 5 | -876,866 | -8.58% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 8,802,613 | 208,357 | 0.06% | 0.05% | 6 | +967,530 | 12.35% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 8,481,614 | 200,710 | 0.05% | 0.05% | 7 | -205,127 | -2.36% | Q4 2025 | Feb 17, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 7,414,670 | 175,505 | 1.41% | 1.48% | 8 | -150,000 | -1.98% | Q4 2025 | Jan 27, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 7,246,584 | 171,526 | 4.1% | 4.26% | 9 | +46,030 | 0.64% | Q4 2025 | Feb 03, 2026 |
| US BANCORP \DE\ | History | Added to | 6,510,583 | 154,105 | 0.18% | 0.16% | 10 | +841,165 | 14.84% | Q4 2025 | Jan 30, 2026 |
| Municipal Employees' Retirement System of Michigan | History | Added to | 6,000,856 | 142,040 | 1.61% | 1.65% | 11 | +46,531 | 0.78% | Q4 2025 | Feb 06, 2026 |
| MORGAN STANLEY | History | Reduced | 5,600,772 | 132,570 | 0.01% | 0.01% | 12 | -87,745 | -1.54% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,301,496 | 101,816 | 0.03% | 0.03% | 13 | +626,276 | 17.04% | Q4 2025 | Feb 10, 2026 |
| Ocean Park Asset Management, LLC | History | Added to | 3,912,226 | 92,602 | 4.35% | 3.7% | 14 | +164,126 | 4.38% | Q4 2025 | Jan 15, 2026 |
| Advisory Alpha, LLC | History | Added to | 3,646,760 | 86,319 | 2.35% | 2.29% | 15 | +203,726 | 5.92% | Q4 2025 | Feb 06, 2026 |
| Asset Management One Co., Ltd. | History | New | 3,614,320 | 85,587 | 0.24% | — | 16 | +3,614,320 | New | Q4 2025 | Jan 27, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 3,566,858 | 84,427 | 0.31% | 0.3% | 17 | +150,000 | 4.39% | Q4 2025 | Jan 30, 2026 |
| 1832 Asset Management L.P. | History | Added to | 3,476,644 | 82,292 | 0.06% | 0.06% | 18 | +85,400 | 2.52% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 3,378,114 | 79,959 | 0.19% | 0.19% | 19 | +341,216 | 11.24% | Q4 2025 | Feb 13, 2026 |
| Kensington Asset Management, LLC | History | Added to | 3,261,605 | 77,267 | 3.99% | 4.55% | 20 | +90,675 | 2.86% | Q4 2025 | Feb 13, 2026 |
| Advisors Capital Management, LLC | History | Added to | 3,186,914 | 75,434 | 0.89% | 0.9% | 21 | +160,986 | 5.32% | Q4 2025 | Jan 29, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 2,715,698 | 64,280 | 0.03% | 0.01% | 22 | +1,964,310 | 261.42% | Q4 2025 | Feb 13, 2026 |
| NEOS Investment Management LLC | History | Added to | 2,574,955 | 60,949 | 0.35% | 0.35% | 23 | +625,858 | 32.11% | Q4 2025 | Feb 17, 2026 |
| Capital Analysts, LLC | History | Added to | 2,346,579 | 55,544 | 1.69% | 1.61% | 24 | +46,879 | 2.04% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Added to | 2,115,240 | 50,067 | 0.05% | 0.05% | 25 | +375,433 | 21.58% | Q4 2025 | Feb 17, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 1,707,784 | 40,423 | 0.31% | 0.28% | 26 | +333,294 | 24.25% | Q4 2025 | Jan 14, 2026 |
| CORNERSTONE ENTERPRISES, LLC | History | Reduced | 1,671,329 | 39,560 | 18.93% | 21.18% | 27 | -127,466 | -7.09% | Q4 2025 | Jan 28, 2026 |
| TOEWS CORP /ADV | History | Added to | 1,655,700 | 39,190 | 5.7% | 4.2% | 28 | +429,200 | 34.99% | Q4 2025 | Jan 30, 2026 |
| BOKF, NA | History | Reduced | 1,533,068 | 36,287 | 0.56% | 0.56% | 29 | -10,595 | -0.69% | Q4 2025 | Feb 03, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,500,695 | 35,521 | 0.0% | 0.0% | 30 | +211,146 | 16.37% | Q4 2025 | Feb 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,442,802 | 34,151 | 0.0% | 0.0% | 31 | -4,531 | -0.31% | Q4 2025 | Mar 25, 2026 |
| SageView Advisory Group, LLC | History | Added to | 1,442,659 | 34,147 | 1.15% | 1.11% | 32 | +100,667 | 7.5% | Q4 2025 | Feb 17, 2026 |
| Horizon Investments, LLC | History | Added to | 1,543,732 | 31,090 | 0.39% | 0.38% | 33 | +169,168 | 12.31% | Q4 2025 | Feb 02, 2026 |
| STATE STREET CORP | History | Reduced | 1,292,814 | 30,600 | 0.0% | 0.0% | 34 | -637,430 | -33.02% | Q4 2025 | Feb 13, 2026 |
| CNO Financial Group, Inc. | History | No change | 1,279,000 | 30,273 | 17.15% | 20.33% | 35 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Added to | 1,244,650 | 29,461 | 0.08% | 0.08% | 36 | +86,950 | 7.51% | Q4 2025 | Jan 26, 2026 |
| ASSETMARK, INC | History | Added to | 1,206,990 | 28,569 | 0.06% | 0.05% | 37 | +149,554 | 14.14% | Q4 2025 | Jan 23, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 1,192,956 | 28,235 | 0.31% | 0.3% | 38 | +87,374 | 7.9% | Q4 2025 | Feb 02, 2026 |
| Apella Capital, LLC | History | Added to | 1,181,289 | 27,961 | 0.55% | 0.38% | 39 | +468,141 | 65.64% | Q4 2025 | Jan 21, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 1,164,443 | 27,562 | 0.04% | 0.05% | 40 | -34,714 | -2.89% | Q4 2025 | Jan 15, 2026 |
| Madison Asset Management, LLC | History | No change | 1,130,255 | 26,753 | 0.31% | 0.3% | 41 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,093,895 | 25,892 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 1,088,550 | 25,765 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Donoghue Forlines LLC | History | Added to | 1,084,667 | 25,674 | 7.94% | 3.07% | 44 | +669,055 | 160.98% | Q4 2025 | Feb 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,070,300 | 25,334 | 0.14% | 0.0% | 45 | +1,058,100 | 8672.95% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,062,112 | 25,142 | 0.04% | 0.04% | 46 | -213,257 | -16.72% | Q4 2025 | Feb 17, 2026 |
| RFG HOLDINGS, INC. | History | Reduced | 1,051,279 | 24,883 | 6.24% | 6.52% | 47 | -3,525 | -0.33% | Q4 2025 | Jan 23, 2026 |
| Elo Mutual Pension Insurance Co | History | New | 1,050,000 | 24,853 | 0.38% | — | 48 | +1,050,000 | New | Q4 2025 | Feb 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 1,042,815 | 24,683 | 0.02% | 0.03% | 49 | -49,301 | -4.51% | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 1,030,595 | 24,394 | 0.06% | 0.1% | 50 | -517,159 | -33.41% | Q4 2025 | Feb 05, 2026 |
| RATIONAL ADVISORS, INC. | History | Reduced | 1,002,765 | 23,735 | 2.43% | 2.48% | 51 | -39,117 | -3.75% | Q4 2025 | Feb 10, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 999,230 | 23,672 | 2.12% | 2.33% | 52 | +51,582 | 5.44% | Q4 2025 | Jan 30, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 962,566 | 22,787 | 0.02% | — | 53 | +962,566 | New | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 942,551 | 22,310 | 0.0% | 0.0% | 54 | +266,029 | 39.32% | Q4 2025 | Jan 29, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 932,829 | 22,080 | 0.8% | 0.93% | 55 | -79,875 | -7.89% | Q4 2025 | Jan 27, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 866,247 | 20,504 | 1.5% | 1.19% | 56 | +288,010 | 49.81% | Q4 2025 | Feb 02, 2026 |
| Asset Allocation & Management Company, LLC | History | Reduced | 804,501 | 19,043 | 7.58% | 8.46% | 57 | -33,600 | -4.01% | Q4 2025 | Jan 12, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 783,831 | 18,553 | 1.7% | 1.77% | 58 | -1,142 | -0.15% | Q4 2025 | Feb 10, 2026 |
| CHRISTINE MESSMER PC | History | New | 733,810 | 17,369 | 11.33% | — | 59 | +733,810 | New | Q4 2025 | Feb 03, 2026 |
| Equitable Holdings, Inc. | History | Added to | 716,517 | 16,959 | 0.12% | 0.06% | 60 | +363,192 | 102.79% | Q4 2025 | Feb 17, 2026 |
| SAM Advisors, LLC | History | Added to | 680,062 | 16,097 | 5.09% | 5.09% | 61 | +20,705 | 3.14% | Q4 2025 | Feb 12, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 674,065 | 15,955 | 0.98% | 1.04% | 62 | -27,168 | -3.87% | Q4 2025 | Jan 22, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 673,202 | 15,934 | 0.02% | 0.02% | 63 | +32,607 | 5.09% | Q4 2025 | Feb 02, 2026 |
| Inspire Advisors, LLC | History | Added to | 665,192 | 15,745 | 1.45% | 1.46% | 64 | +25,342 | 3.96% | Q4 2025 | Feb 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 644,784 | 15,339 | 0.72% | 0.74% | 65 | +99,178 | 18.18% | Q4 2025 | Feb 03, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 615,651 | 14,572 | 0.3% | 0.35% | 66 | -24,023 | -3.76% | Q4 2025 | Feb 03, 2026 |
| Iowa State Bank | History | Added to | 596,768 | 14,125 | 2.65% | 2.62% | 67 | +22,029 | 3.83% | Q4 2025 | Jan 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 579,399 | 13,714 | 0.0% | 0.0% | 68 | +114,429 | 24.61% | Q4 2025 | Feb 18, 2026 |
| Bensler, LLC | History | Reduced | 570,915 | 13,513 | 1.35% | 1.51% | 69 | -34,829 | -5.75% | Q4 2025 | Feb 04, 2026 |
| CONNING INC. | History | New | 560,198 | 13,259 | 0.44% | — | 70 | +560,198 | New | Q4 2025 | Feb 05, 2026 |
| Alaska Permanent Capital Management, LLC | History | Reduced | 553,396 | 13,085 | 0.99% | 1.0% | 71 | -16,456 | -2.89% | Q4 2025 | Feb 13, 2026 |
| Financial Futures Ltd Liability Co. | History | Reduced | 550,382 | 13,027 | 6.04% | 6.5% | 72 | -8,755 | -1.57% | Q4 2025 | Jan 23, 2026 |
| Hilltop Partners LLC | History | Added to | 549,959 | 13,017 | 3.35% | 3.78% | 73 | +21,452 | 4.06% | Q4 2025 | Feb 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 549,655 | 13,010 | 0.2% | 0.23% | 74 | -32,711 | -5.62% | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 535,190 | 12,667 | 0.01% | 0.0% | 75 | +284,909 | 113.84% | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 530,000 | 12,545 | 0.01% | 0.02% | 76 | -739,981 | -58.27% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 499,126 | 11,814 | 0.0% | 0.0% | 77 | +164,545 | 49.18% | Q4 2025 | Feb 10, 2026 |
| Clearstead Advisors, LLC | History | Added to | 486,722 | 11,520 | 0.15% | 0.15% | 78 | +354 | 0.07% | Q4 2025 | Feb 09, 2026 |
| Quartz Partners, LLC | History | Added to | 471,643 | 11,163 | 4.15% | 3.49% | 79 | +68,739 | 17.06% | Q4 2025 | Feb 13, 2026 |
| DT Investment Partners, LLC | History | Added to | 469,491 | 11,112 | 0.92% | 0.94% | 80 | +6,871 | 1.49% | Q4 2025 | Feb 10, 2026 |
| FINANCIAL LIFE ADVISORS | History | Added to | 455,254 | 10,775 | 3.32% | 2.53% | 81 | +125,884 | 38.22% | Q4 2025 | Jan 30, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | Added to | 449,158 | 10,631 | 3.0% | 2.9% | 82 | +33,785 | 8.13% | Q4 2025 | Jan 23, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 445,191 | 10,537 | 0.11% | 0.16% | 83 | +5,452 | 1.24% | Q4 2025 | Jan 23, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 423,914 | 10,093 | 0.32% | 0.3% | 84 | +47,758 | 12.7% | Q4 2025 | Jan 23, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 426,274 | 10,089 | 0.0% | 0.01% | 85 | -390,008 | -47.78% | Q4 2025 | Feb 11, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 424,523 | 10,048 | 2.35% | 2.32% | 86 | +29,294 | 7.41% | Q4 2025 | Feb 05, 2026 |
| Carolina Wealth Advisors, LLC | History | Reduced | 417,628 | 9,885 | 4.41% | 4.36% | 87 | -3,707 | -0.88% | Q4 2025 | Jan 21, 2026 |
| Waterloo Capital, L.P. | History | Added to | 412,055 | 9,753 | 0.7% | 0.72% | 88 | +6,817 | 1.68% | Q4 2025 | Feb 10, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 397,708 | 9,413 | 0.26% | 0.09% | 89 | +338,612 | 572.99% | Q4 2025 | Feb 10, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 389,582 | 9,221 | 4.2% | 4.17% | 90 | +24,562 | 6.73% | Q4 2025 | Jan 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 384,437 | 9,099 | 0.0% | 0.0% | 91 | +82,354 | 27.26% | Q4 2025 | Feb 06, 2026 |
| 5th Street Advisors, LLC | History | Reduced | 363,415 | 8,602 | 4.02% | 4.66% | 92 | -30,169 | -7.67% | Q4 2025 | Jan 30, 2026 |
| Csenge Advisory Group | History | Reduced | 362,275 | 8,575 | 0.39% | 0.46% | 93 | -38,437 | -9.59% | Q4 2025 | Feb 06, 2026 |
| Pinnacle Wealth Management, LLC | History | Added to | 360,211 | 8,526 | 5.74% | 5.74% | 94 | +5,018 | 1.41% | Q4 2025 | Jan 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 357,461 | 8,461 | 0.0% | 0.0% | 95 | +222,822 | 165.5% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 356,784 | 8,445 | 0.01% | 0.01% | 96 | +43,933 | 14.04% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 351,597 | 8,329 | 0.01% | 0.03% | 97 | -203,451 | -36.65% | Q4 2025 | Feb 05, 2026 |
| Horizon Investment Services, LLC | History | Reduced | 351,381 | 8,317 | 2.99% | 3.21% | 98 | -3,890 | -1.09% | Q4 2025 | Feb 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 349,373 | 8,269 | 0.06% | 0.07% | 99 | +6,369 | 1.86% | Q4 2025 | Feb 18, 2026 |
| Stadion Money Management, LLC | History | Added to | 348,474 | 8,248 | 0.67% | 0.34% | 100 | +167,542 | 92.6% | Q4 2025 | Feb 17, 2026 |
| NewSquare Capital LLC | History | Reduced | 347,017 | 8,213 | 0.72% | 0.72% | 101 | -95,536 | -21.59% | Q4 2025 | Feb 17, 2026 |
| Omega Financial Group, LLC | History | Added to | 345,355 | 8,174 | 2.69% | 2.68% | 102 | +6,576 | 1.94% | Q4 2025 | Jan 28, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 339,932 | 8,046 | 0.03% | 0.01% | 103 | +270,927 | 392.62% | Q4 2025 | Feb 06, 2026 |
| Arkadios Wealth Advisors | History | Added to | 336,288 | 7,959 | 0.15% | 0.16% | 104 | +62,273 | 22.73% | Q4 2025 | Feb 13, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | History | New | 334,726 | 7,922 | 0.54% | — | 105 | +334,726 | New | Q4 2025 | Feb 10, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 321,706 | 7,614 | 0.15% | 0.16% | 106 | -13,325 | -3.98% | Q4 2025 | Feb 12, 2026 |
| Northeast Financial Group, Inc. | History | Added to | 320,487 | 7,585 | 1.72% | 1.47% | 107 | +73,961 | 30.0% | Q4 2025 | Feb 17, 2026 |
| ProVise Management Group, LLC | History | Added to | 315,796 | 7,474 | 0.53% | 0.53% | 108 | +15,246 | 5.07% | Q4 2025 | Jan 29, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 312,622 | 7,399 | 0.6% | 0.54% | 109 | +72,486 | 30.19% | Q4 2025 | Feb 04, 2026 |
| AE Wealth Management LLC | History | Added to | 309,142 | 7,317 | 0.04% | 0.04% | 110 | +59,017 | 23.6% | Q4 2025 | Jan 26, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 297,842 | 7,049 | 0.0% | 0.0% | 111 | -85,053 | -22.21% | Q4 2025 | Feb 10, 2026 |
| &PARTNERS | History | Reduced | 285,730 | 6,763 | 0.04% | 0.05% | 112 | -26,109 | -8.37% | Q4 2025 | Feb 17, 2026 |
| GenTrust, LLC | History | Added to | 284,810 | 6,741 | 0.29% | 0.27% | 113 | +37,661 | 15.24% | Q4 2025 | Feb 02, 2026 |
| HighTower Advisors, LLC | History | Added to | 274,198 | 6,490 | 0.01% | 0.0% | 114 | +186,563 | 212.89% | Q4 2025 | Feb 06, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 270,398 | 6,400 | 1.49% | 1.6% | 115 | -6,542 | -2.36% | Q4 2025 | Feb 10, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 269,231 | 6,372 | 0.15% | 0.0% | 116 | +267,371 | 14374.78% | Q4 2025 | Feb 17, 2026 |
| Optas, LLC | History | Added to | 263,644 | 6,240 | 0.98% | 0.78% | 117 | +72,130 | 37.66% | Q4 2025 | Jan 27, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 261,727 | 6,195 | 0.02% | 0.04% | 118 | -120,635 | -31.55% | Q4 2025 | Feb 18, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 259,558 | 6,143 | 0.08% | 0.06% | 119 | +85,915 | 49.48% | Q4 2025 | Feb 10, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 259,140 | 6,133 | 0.4% | 0.41% | 120 | +11,012 | 4.44% | Q4 2025 | Jan 23, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 256,390 | 6,068 | 0.38% | 0.4% | 121 | -2,110 | -0.82% | Q4 2025 | Feb 17, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 255,516 | 6,048 | 1.11% | 1.11% | 122 | +1,033 | 0.41% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 253,156 | 5,992 | 0.03% | 0.02% | 123 | +71,061 | 39.02% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 249,759 | 5,911 | 0.01% | 0.01% | 124 | -34,543 | -12.15% | Q4 2025 | Feb 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 246,994 | 5,868 | 0.01% | 0.01% | 125 | -5,959 | -2.36% | Q4 2025 | Jan 08, 2026 |
| Sound Income Strategies, LLC | History | Added to | 243,962 | 5,808 | 0.27% | 0.21% | 126 | +81,990 | 50.62% | Q4 2025 | Jan 21, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 236,660 | 5,601 | 0.13% | 0.06% | 127 | +118,213 | 99.8% | Q4 2025 | Feb 17, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 233,574 | 5,528 | 2.0% | 1.82% | 128 | +31,497 | 15.59% | Q4 2025 | Feb 05, 2026 |
| ROYAL BANK OF CANADA | History | New | 232,928 | 5,514 | 0.0% | — | 129 | +232,928 | New | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 232,043 | 5,492 | 0.01% | 0.01% | 130 | +16,292 | 7.55% | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 231,840 | 5,487 | 0.06% | 0.05% | 131 | +106,141 | 84.44% | Q4 2025 | Jan 29, 2026 |
| Wealth Forward, LLC | History | Added to | 231,252 | 5,473 | 3.09% | 3.16% | 132 | +3,717 | 1.63% | Q4 2025 | Jan 30, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 223,856 | 5,298 | 1.76% | — | 133 | +223,856 | New | Q4 2025 | Mar 27, 2026 |
| Little Harbor Advisors, LLC | History | Reduced | 222,386 | 5,264 | 2.72% | 2.92% | 134 | -22,150 | -9.06% | Q4 2025 | Feb 19, 2026 |
| RFG Advisory, LLC | History | Added to | 215,201 | 5,093 | 0.1% | 0.06% | 135 | +88,353 | 69.65% | Q4 2025 | Feb 03, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Added to | 214,695 | 5,081 | 1.24% | 1.16% | 136 | +27,262 | 14.54% | Q4 2025 | Feb 17, 2026 |
| Marmo Financial Group, LLC | History | Added to | 213,908 | 5,063 | 2.4% | 2.44% | 137 | +3,190 | 1.51% | Q4 2025 | Feb 03, 2026 |
| HF Advisory Group, LLC | History | Added to | 209,470 | 4,958 | 1.73% | 1.65% | 139 | +21,552 | 11.47% | Q4 2025 | Jan 23, 2026 |
| Hobart Private Capital, LLC | History | Added to | 209,477 | 4,958 | 0.97% | 0.97% | 138 | +15,528 | 8.01% | Q4 2025 | Jan 27, 2026 |
| Calamos Advisors LLC | History | Added to | 189,402 | 4,483 | 0.02% | 0.02% | 140 | +19,381 | 11.4% | Q4 2025 | Jan 29, 2026 |
| ARVEST INVESTMENTS, INC. | History | Added to | 189,038 | 4,474 | 0.63% | 0.58% | 141 | +21,101 | 12.56% | Q4 2025 | Jan 20, 2026 |
| Carl P. Sherr & Co., LLC | History | Added to | 187,797 | 4,473 | 2.0% | 2.03% | 142 | +9,159 | 5.13% | Q4 2025 | Feb 09, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 187,071 | 4,427 | 0.02% | 0.01% | 143 | +104,755 | 127.26% | Q4 2025 | Feb 13, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 184,136 | 4,358 | 0.13% | 0.11% | 144 | +36,404 | 24.64% | Q4 2025 | Jan 16, 2026 |
| MOLLER WEALTH PARTNERS | History | Added to | 184,087 | 4,357 | 0.91% | 0.71% | 145 | +42,378 | 29.9% | Q4 2025 | Jan 08, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 183,591 | 4,345 | 0.55% | 0.56% | 146 | +5,118 | 2.87% | Q4 2025 | Feb 13, 2026 |
| Caitlin John, LLC | History | Added to | 180,663 | 4,276 | 2.8% | 0.06% | 147 | +177,165 | 5064.75% | Q4 2025 | Feb 18, 2026 |
| BUSH INVESTMENT GROUP, LLC | History | Added to | 179,117 | 4,239 | 2.37% | 2.52% | 148 | +1,612 | 0.91% | Q4 2025 | Mar 05, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | Added to | 177,382 | 4,198 | 3.91% | 3.9% | 149 | +2,649 | 1.52% | Q4 2025 | Jan 16, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 176,439 | 4,176 | 0.24% | 0.25% | 150 | +5,189 | 3.03% | Q4 2025 | Feb 17, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 175,617 | 4,156 | 0.13% | 0.08% | 151 | +71,782 | 69.13% | Q4 2025 | Jan 21, 2026 |
| Merit Financial Group, LLC | History | Added to | 174,437 | 4,128 | 0.03% | 0.04% | 152 | +5,941 | 3.53% | Q4 2025 | Jan 26, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 173,276 | 4,101 | 0.53% | 0.55% | 153 | +19,994 | 13.04% | Q4 2025 | Feb 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 171,316 | 4,055 | 0.0% | 0.0% | 154 | +52,594 | 44.3% | Q4 2025 | Feb 10, 2026 |
| VICUS CAPITAL | History | Reduced | 168,613 | 3,991 | 0.3% | 0.32% | 155 | -5,478 | -3.15% | Q4 2025 | Jan 22, 2026 |
| IFP Advisors, Inc | History | Added to | 165,187 | 3,909 | 0.09% | 0.09% | 156 | +14,033 | 9.28% | Q4 2025 | Feb 06, 2026 |
| NEPC LLC | History | Reduced | 163,549 | 3,871 | 0.08% | 0.88% | 157 | -1,237,032 | -88.32% | Q4 2025 | Feb 17, 2026 |
| Compound Planning, Inc. | History | Reduced | 161,797 | 3,829 | 0.11% | 0.2% | 158 | -91,674 | -36.17% | Q4 2025 | Feb 19, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 159,432 | 3,773 | 0.9% | 0.79% | 159 | +31,631 | 24.75% | Q4 2025 | Jan 12, 2026 |
| Global Retirement Partners, LLC | History | Added to | 159,299 | 3,770 | 0.07% | 0.06% | 160 | +53,529 | 50.61% | Q4 2025 | Feb 06, 2026 |
| NBC SECURITIES, INC. | History | Added to | 154,742 | 3,662 | 0.27% | 0.2% | 161 | +46,595 | 43.08% | Q4 2025 | Jan 29, 2026 |
| Curran Financial Partners, LLC | History | Added to | 154,466 | 3,656 | 0.69% | 0.68% | 162 | +10,301 | 7.15% | Q4 2025 | Jan 22, 2026 |
| STEPHENS INC /AR/ | History | Added to | 153,550 | 3,634 | 0.05% | 0.04% | 163 | +29,942 | 24.22% | Q4 2025 | Feb 05, 2026 |
| Maia Wealth LLC | History | Added to | 151,794 | 3,597 | 0.61% | 0.41% | 164 | +48,811 | 47.4% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 151,802 | 3,593 | 0.0% | 0.0% | 165 | +151,720 | 185024.39% | Q4 2025 | Feb 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 150,728 | 3,567 | 0.17% | 0.15% | 166 | +7,522 | 5.25% | Q4 2025 | Jan 21, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 150,272 | 3,556 | 0.02% | 0.02% | 167 | -24,706 | -14.12% | Q4 2025 | Jan 29, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | New | 149,850 | 3,546 | 0.77% | — | 168 | +149,850 | New | Q4 2025 | Feb 02, 2026 |
| Central Pacific Bank - Trust Division | History | New | 149,685 | 3,543 | 0.43% | — | 169 | +149,685 | New | Q4 2025 | Jan 07, 2026 |
| Diversified Enterprises, LLC | History | Added to | 148,109 | 3,505 | 0.21% | 0.2% | 170 | +22,053 | 17.49% | Q4 2025 | Jan 28, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 144,606 | 3,422 | 0.06% | 0.08% | 171 | -19,112 | -11.67% | Q4 2025 | Jan 16, 2026 |
| Meriwether Wealth & Planning, LLC | History | Added to | 140,350 | 3,322 | 1.87% | 1.86% | 172 | +5,924 | 4.41% | Q4 2025 | Jan 14, 2026 |
| APPLETON PARTNERS INC/MA | History | Added to | 139,555 | 3,303 | 0.22% | 0.21% | 173 | +9,191 | 7.05% | Q4 2025 | Jan 09, 2026 |
| CGN Advisors LLC | History | Added to | 138,099 | 3,268 | 0.26% | 0.26% | 174 | +7,502 | 5.74% | Q4 2025 | Jan 05, 2026 |
| Empowered Funds, LLC | History | Added to | 138,030 | 3,267 | 0.06% | 0.03% | 175 | +19,260 | 16.22% | Q4 2025 | Feb 18, 2026 |
| K2 Financial Inc. | History | Added to | 134,568 | 3,197 | 2.47% | 2.5% | 176 | +2,970 | 2.26% | Q4 2025 | Jan 22, 2026 |
| Michels Family Financial, LLC | History | Added to | 131,967 | 3,123 | 2.29% | 2.32% | 177 | +7,712 | 6.21% | Q4 2025 | Feb 19, 2026 |
| Kathmere Capital Management, LLC | History | New | 126,253 | 2,988 | 0.2% | — | 178 | +126,253 | New | Q4 2025 | Jan 13, 2026 |
| BRIGHTON SECURITIES CORP. | History | Added to | 122,128 | 2,890 | 1.43% | 1.35% | 179 | +13,586 | 12.52% | Q4 2025 | Mar 06, 2026 |
| MCF Advisors LLC | History | Added to | 119,148 | 2,820 | 0.16% | 0.17% | 180 | +509 | 0.43% | Q4 2025 | Feb 11, 2026 |
| COMERICA BANK | History | Added to | 117,707 | 2,786 | 0.01% | 0.01% | 181 | +899 | 0.77% | Q4 2025 | Jan 29, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 113,520 | 2,687 | 0.07% | 0.08% | 182 | -8,563 | -7.01% | Q4 2025 | Feb 09, 2026 |
| Veery Capital, LLC | History | Added to | 111,903 | 2,648 | 0.81% | 0.84% | 183 | +1,336 | 1.21% | Q4 2025 | Jan 27, 2026 |
| Auour Investments LLC | History | Added to | 109,739 | 2,597 | 0.83% | 0.55% | 184 | +38,833 | 54.77% | Q4 2025 | Jan 12, 2026 |
| Timonier Family Office, LTD. | History | Added to | 107,883 | 2,553 | 0.81% | 0.77% | 185 | +10,100 | 10.33% | Q4 2025 | Feb 04, 2026 |
| Fiduciary Alliance LLC | History | Added to | 105,112 | 2,488 | 0.16% | 0.15% | 186 | +13,167 | 14.32% | Q4 2025 | Jan 22, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Added to | 105,098 | 2,487 | 0.92% | 0.84% | 187 | +8,363 | 8.65% | Q4 2025 | Jan 21, 2026 |
| Allianz Asset Management GmbH | History | No change | 102,500 | 2,426 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SMH CAPITAL ADVISORS INC | History | Reduced | 100,675 | 2,382 | 4.85% | 9.71% | 189 | -99,325 | -49.66% | Q4 2025 | Feb 12, 2026 |
| Balefire, LLC | History | Reduced | 100,335 | 2,374 | 0.46% | 0.49% | 190 | -2,991 | -2.89% | Q4 2025 | Jan 12, 2026 |
| Catalyst Capital Advisors LLC | History | Reduced | 100,000 | 2,367 | 0.05% | 0.06% | 191 | -32,000 | -24.24% | Q4 2025 | Feb 10, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 99,851 | 2,363 | 0.01% | — | 192 | +99,851 | New | Q4 2025 | Feb 12, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 99,234 | 2,348 | 0.04% | 0.05% | 193 | -5,183 | -4.96% | Q4 2025 | Feb 17, 2026 |
| Towne Trust Company, N.A | History | Added to | 95,563 | 2,261 | 0.7% | 0.58% | 194 | +20,361 | 27.08% | Q4 2025 | Jan 26, 2026 |
| Cannon Wealth Management Services, LLC | History | Reduced | 94,761 | 2,242 | 1.58% | 1.77% | 195 | -2,796 | -2.87% | Q4 2025 | Jan 27, 2026 |
| VanderPol Investments L.L.C. | History | Added to | 94,649 | 2,240 | 3.89% | 3.0% | 196 | +22,145 | 30.54% | Q4 2025 | Feb 04, 2026 |
| Aurora Private Wealth, Inc. | History | New | 94,382 | 2,234 | 1.47% | — | 197 | +94,382 | New | Q4 2025 | Feb 02, 2026 |
| Sound Stewardship, LLC | History | Added to | 93,826 | 2,220 | 1.06% | 1.04% | 198 | +3,317 | 3.66% | Q4 2025 | Jan 30, 2026 |
| Martel Wealth Advisors Inc | History | Added to | 91,038 | 2,154 | 0.37% | 0.37% | 199 | +3,195 | 3.64% | Q4 2025 | Jan 21, 2026 |
| Tenzing Financial LLC | History | New | 90,722 | 2,147 | 1.74% | — | 200 | +90,722 | New | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 90,457 | 2,141 | 0.0% | 0.0% | 201 | +7,274 | 8.74% | Q4 2025 | Feb 17, 2026 |
| Austin Private Wealth, LLC | History | Added to | 90,016 | 2,130 | 0.16% | 0.15% | 202 | +9,253 | 11.46% | Q4 2025 | Jan 20, 2026 |
| Convergence Financial, LLC | History | Reduced | 89,957 | 2,129 | 0.31% | 0.33% | 203 | -1,022 | -1.12% | Q4 2025 | Feb 11, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 87,963 | 2,082 | 0.03% | 0.03% | 204 | +1,900 | 2.21% | Q4 2025 | Jan 21, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 87,299 | 2,066 | 0.4% | 0.37% | 205 | +13,528 | 18.34% | Q4 2025 | Jan 27, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 86,936 | 2,057 | 0.05% | 0.05% | 206 | +8,295 | 10.55% | Q4 2025 | Feb 03, 2026 |
| HRT FINANCIAL LP | History | Reduced | 86,421 | 2,045 | 0.01% | 0.04% | 207 | -345,762 | -80.0% | Q4 2025 | Feb 12, 2026 |
| Nikulski Financial, Inc. | History | Added to | 84,653 | 2,003 | 0.48% | 0.47% | 208 | +5,865 | 7.44% | Q4 2025 | Jan 15, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 83,806 | 1,983 | 0.32% | 0.29% | 209 | +16,521 | 24.55% | Q4 2025 | Feb 17, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 83,603 | 1,979 | 0.11% | 0.09% | 210 | +11,322 | 15.66% | Q4 2025 | Jan 15, 2026 |
| Autumn Glory Partners, LLC | History | No change | 83,542 | 1,977 | 0.69% | 0.82% | 211 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Continuum Advisory, LLC | History | Added to | 83,408 | 1,974 | 0.2% | 0.17% | 212 | +14,813 | 21.59% | Q4 2025 | Feb 11, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 83,000 | 1,964 | 0.21% | 0.94% | 213 | -279,135 | -77.08% | Q4 2025 | Feb 18, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 82,808 | 1,960 | 0.0% | 0.0% | 214 | +24,008 | 40.83% | Q4 2025 | Mar 16, 2026 |
| Brookstone Capital Management | History | Reduced | 82,449 | 1,951 | 0.02% | 0.02% | 215 | -4,780 | -5.48% | Q4 2025 | Jan 15, 2026 |
| United Advisor Group, LLC | History | Reduced | 80,994 | 1,917 | 0.24% | 0.29% | 217 | -10,003 | -10.99% | Q4 2025 | Jan 26, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 81,005 | 1,917 | 0.21% | 0.21% | 216 | +3,422 | 4.41% | Q4 2025 | Jan 20, 2026 |
| LVZ, Inc. | History | New | 80,081 | 1,895 | 0.21% | — | 218 | +80,081 | New | Q4 2025 | Feb 10, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 79,486 | 1,881 | 0.26% | 0.09% | 219 | +55,122 | 226.24% | Q4 2025 | Feb 17, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 78,524 | 1,858 | 0.07% | 0.07% | 220 | -2,560 | -3.16% | Q4 2025 | Feb 17, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 76,774 | 1,817 | 0.24% | 0.25% | 221 | -291 | -0.38% | Q4 2025 | Feb 13, 2026 |
| IHT Wealth Management, LLC | History | Added to | 76,200 | 1,803 | 0.04% | 0.05% | 222 | +1,404 | 1.88% | Q4 2025 | Feb 17, 2026 |
| Three Arch Wealth Management LLC | History | New | 75,568 | 1,788 | 0.34% | — | 223 | +75,568 | New | Q4 2025 | Feb 13, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 75,104 | 1,777 | 0.32% | 0.34% | 224 | +2,847 | 3.94% | Q4 2025 | Feb 06, 2026 |
| Jordan Park Group LLC | History | New | 74,144 | 1,754 | 0.1% | — | 225 | +74,144 | New | Q4 2025 | Feb 10, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 71,489 | 1,692 | 0.02% | 0.01% | 226 | +46,043 | 180.94% | Q4 2025 | Feb 09, 2026 |
| Elm3 Financial Group, LLC | History | New | 69,699 | 1,649 | 1.37% | — | 227 | +69,699 | New | Q4 2025 | Jan 22, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 69,320 | 1,640 | 0.87% | 0.85% | 228 | +2,037 | 3.03% | Q4 2025 | Feb 17, 2026 |
| Garde Capital, Inc. | History | Reduced | 67,043 | 1,586 | 0.09% | 0.08% | 229 | -97 | -0.14% | Q4 2025 | Feb 10, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 66,939 | 1,584 | 0.05% | 0.05% | 230 | +2,026 | 3.12% | Q4 2025 | Jan 30, 2026 |
| Sovran Advisors, LLC | History | Added to | 64,113 | 1,525 | 0.13% | 0.11% | 231 | +12,361 | 23.89% | Q4 2025 | Jan 20, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 62,253 | 1,473 | 0.01% | — | 232 | +62,253 | New | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Reduced | 61,867 | 1,464 | 0.02% | 0.06% | 233 | -173,290 | -73.69% | Q4 2025 | Feb 05, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 60,606 | 1,435 | 0.0% | — | 234 | +60,606 | New | Q4 2025 | Feb 13, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 60,468 | 1,431 | 0.33% | 0.33% | 235 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Mission Hills Financial Advisory, LLC | History | Added to | 59,337 | 1,404 | 0.74% | 0.43% | 236 | +25,727 | 76.55% | Q4 2025 | Feb 02, 2026 |
| Rede Wealth, LLC | History | New | 58,782 | 1,391 | 0.48% | — | 237 | +58,782 | New | Q4 2025 | Jan 23, 2026 |
| World Investment Advisors | History | Added to | 58,762 | 1,390 | 0.02% | 0.02% | 238 | +25,483 | 76.57% | Q4 2025 | Mar 12, 2026 |
| Symphony Financial Services, Inc. | History | Added to | 56,000 | 1,325 | 0.68% | 0.66% | 239 | +4,675 | 9.11% | Q4 2025 | Feb 12, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 55,351 | 1,310 | 0.05% | 0.01% | 240 | +51,147 | 1216.63% | Q4 2025 | Feb 04, 2026 |
| Strategic Financial Planning, Inc. | History | Added to | 54,972 | 1,306 | 0.74% | 0.75% | 241 | +671 | 1.24% | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | New | 54,949 | 1,300 | 0.03% | — | 242 | +54,949 | New | Q4 2025 | Feb 02, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 54,903 | 1,299 | 0.15% | 0.11% | 243 | +16,363 | 42.46% | Q4 2025 | Jan 08, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 53,513 | 1,267 | 0.09% | 0.11% | 244 | -9,633 | -15.26% | Q4 2025 | Jan 15, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 53,131 | 1,258 | 0.08% | 0.08% | 245 | +231 | 0.44% | Q4 2025 | Feb 13, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 52,723 | 1,247 | 0.8% | 0.97% | 246 | -6,094 | -10.36% | Q4 2025 | Feb 02, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 52,065 | 1,232 | 0.08% | 0.08% | 247 | +412 | 0.8% | Q4 2025 | Feb 06, 2026 |
| GatePass Capital, LLC | History | Reduced | 51,800 | 1,226 | 0.63% | 0.81% | 248 | -6,750 | -11.53% | Q4 2025 | Feb 09, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 51,193 | 1,212 | 0.04% | 0.04% | 249 | +1,000 | 1.99% | Q4 2025 | Feb 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 47,459 | 1,123 | 0.05% | 0.05% | 250 | +1,406 | 3.05% | Q4 2025 | Feb 13, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | Reduced | 45,389 | 1,074 | 0.35% | 0.38% | 251 | -489 | -1.07% | Q4 2025 | Feb 02, 2026 |
| Note Advisors, LLC | History | Added to | 44,357 | 1,057 | 0.54% | 0.55% | 252 | +6,018 | 15.7% | Q4 2025 | Feb 18, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 44,600 | 1,055 | 0.03% | 0.01% | 255 | +32,582 | 271.11% | Q4 2025 | Jan 29, 2026 |
| Regal Investment Advisors LLC | History | Added to | 44,607 | 1,055 | 0.06% | 0.04% | 254 | +17,964 | 67.42% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 44,573 | 1,055 | 0.0% | 0.0% | 253 | +547 | 1.24% | Q4 2025 | Feb 17, 2026 |
| Redwood Financial Network Corp | History | Reduced | 44,425 | 1,051 | 0.67% | 0.67% | 256 | -2 | -0.0% | Q4 2025 | Feb 10, 2026 |
| Stewardship Advisors, LLC | History | Added to | 44,159 | 1,045 | 0.24% | 0.23% | 257 | +2,838 | 6.87% | Q4 2025 | Jan 15, 2026 |
| Fermata Advisors, LLC | History | Reduced | 43,358 | 1,026 | 0.25% | 0.26% | 258 | -120 | -0.28% | Q4 2025 | Jan 08, 2026 |
| F/m Investments LLC | History | Reduced | 43,302 | 1,024 | 0.04% | 0.07% | 259 | -30,947 | -41.68% | Q4 2025 | Feb 03, 2026 |
| Brown Financial Advisory | History | Added to | 42,978 | 1,017 | 0.51% | 0.53% | 260 | +651 | 1.54% | Q4 2025 | Jan 29, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | New | 42,355 | 1,002 | 0.65% | — | 261 | +42,355 | New | Q4 2025 | Apr 02, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 41,924 | 992 | 0.01% | 0.01% | 262 | +5,361 | 14.66% | Q4 2025 | Jan 05, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 40,662 | 962 | 0.07% | 0.14% | 263 | -40,580 | -49.95% | Q4 2025 | Jan 08, 2026 |
| WHITTIER TRUST CO | History | No change | 38,545 | 915 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 38,093 | 901 | 0.0% | 0.0% | 265 | +8,093 | 26.98% | Q4 2025 | Feb 17, 2026 |
| Trilogy Capital Inc. | History | Added to | 37,600 | 889 | 0.04% | 0.03% | 266 | +8,525 | 29.32% | Q4 2025 | Jan 22, 2026 |
| Exchange Bank | History | Added to | 37,412 | 885 | 0.61% | 0.44% | 267 | +10,943 | 41.34% | Q4 2025 | Jan 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 36,798 | 871 | 0.04% | 0.05% | 268 | +1,124 | 3.15% | Q4 2025 | Jan 28, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 36,468 | 863 | 0.13% | 0.12% | 269 | +3,923 | 12.05% | Q4 2025 | Feb 03, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | New | 36,000 | 852 | 0.01% | — | 270 | +36,000 | New | Q4 2025 | Feb 17, 2026 |
| New Insight Wealth Advisors | History | Added to | 35,895 | 849 | 0.3% | 0.32% | 271 | +500 | 1.41% | Q4 2025 | Feb 17, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 35,537 | 841 | 0.04% | 0.05% | 272 | +3,586 | 11.22% | Q4 2025 | Jan 26, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | New | 35,216 | 833 | 0.56% | — | 273 | +35,216 | New | Q4 2025 | Jan 07, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 34,824 | 824 | 0.01% | 0.01% | 274 | -876 | -2.45% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 34,797 | 823 | 0.02% | 0.02% | 275 | +1,130 | 3.36% | Q4 2025 | Feb 09, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 34,373 | 813 | 0.09% | 0.1% | 276 | -1,618 | -4.5% | Q4 2025 | Feb 18, 2026 |
| NOVEM GROUP | History | Added to | 33,313 | 788 | 0.09% | 0.09% | 277 | +1,097 | 3.41% | Q4 2025 | Jan 27, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 32,974 | 780 | 0.0% | 0.0% | 278 | +19,211 | 139.58% | Q4 2025 | Feb 11, 2026 |
| Cumberland Partners Ltd | History | Added to | 32,906 | 778 | 0.05% | 0.02% | 279 | +22,030 | 202.56% | Q4 2025 | Feb 06, 2026 |
| Concorde Asset Management, LLC | History | Added to | 32,617 | 772 | 0.31% | 0.26% | 280 | +6,883 | 26.75% | Q4 2025 | Feb 13, 2026 |
| Sunesis Advisors, LLC | History | Reduced | 32,395 | 766 | 0.35% | 0.94% | 281 | -51,562 | -61.41% | Q4 2025 | Feb 02, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 31,878 | 758 | 0.2% | 0.26% | 282 | -155 | -0.48% | Q4 2025 | Jan 27, 2026 |
| WBH ADVISORY INC | History | Added to | 31,795 | 752 | 0.06% | 0.05% | 283 | +2,174 | 7.34% | Q4 2025 | Jan 26, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 31,438 | 744 | 0.01% | 0.01% | 284 | +948 | 3.11% | Q4 2025 | Feb 12, 2026 |
| Leslie Global Wealth, LLC | History | Added to | 29,832 | 706 | 0.32% | 0.27% | 285 | +5,746 | 23.86% | Q4 2025 | Feb 02, 2026 |
| Amicus Financial Advisors, LLC | History | New | 29,573 | 699 | 0.19% | — | 286 | +29,573 | New | Q4 2025 | Mar 02, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 29,003 | 686 | 0.07% | 0.07% | 287 | +27 | 0.09% | Q4 2025 | Jan 29, 2026 |
| Summit Financial, LLC | History | Added to | 28,286 | 669 | 0.01% | 0.01% | 288 | +976 | 3.57% | Q4 2025 | Feb 13, 2026 |
| NWAM LLC | History | Added to | 28,096 | 665 | 0.04% | 0.03% | 289 | +1,452 | 5.45% | Q4 2025 | Feb 04, 2026 |
| Aspire Private Capital, LLC | History | Added to | 28,071 | 664 | 0.15% | 0.14% | 290 | +1,261 | 4.7% | Q4 2025 | Jan 16, 2026 |
| Inscription Capital, LLC | History | Reduced | 27,983 | 662 | 0.07% | 0.08% | 291 | -1,924 | -6.43% | Q4 2025 | Jan 29, 2026 |
| Peregrine Asset Advisers, Inc. | History | New | 27,441 | 649 | 0.18% | — | 292 | +27,441 | New | Q4 2025 | Feb 02, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | Reduced | 26,250 | 621 | 0.35% | 0.38% | 293 | -1,500 | -5.41% | Q4 2025 | Feb 12, 2026 |
| Brandywine Asset Management, Inc. | History | New | 26,141 | 618 | 0.43% | — | 294 | +26,141 | New | Q4 2025 | Feb 12, 2026 |
| General Partner, Inc. | History | No change | 26,000 | 615 | 0.35% | 0.34% | 295 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 25,881 | 612 | 0.01% | 0.01% | 296 | -2,769 | -9.66% | Q4 2025 | Jan 20, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 25,768 | 609 | 0.02% | 0.2% | 297 | -196,052 | -88.38% | Q4 2025 | Feb 04, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 25,606 | 606 | 0.01% | — | 298 | +25,606 | New | Q4 2025 | Feb 13, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 24,653 | 584 | 0.0% | — | 299 | +24,653 | New | Q4 2025 | Feb 10, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 24,017 | 568 | 0.02% | 0.02% | 300 | +494 | 2.1% | Q4 2025 | Feb 17, 2026 |
| Visionary Wealth Advisors | History | New | 23,732 | 561 | 0.03% | — | 302 | +23,732 | New | Q4 2025 | Feb 13, 2026 |
| GTS SECURITIES LLC | History | Added to | 23,718 | 561 | 0.02% | 0.01% | 301 | +10,770 | 83.18% | Q4 2025 | Feb 13, 2026 |
| TMB Capital Partners, LLC | History | New | 23,694 | 560 | 0.19% | — | 303 | +23,694 | New | Q4 2025 | Feb 19, 2026 |
| Index Fund Advisors, Inc. | History | Reduced | 23,656 | 559 | 0.03% | 0.05% | 304 | -23,587 | -49.93% | Q4 2025 | Jan 29, 2026 |
| Gambit Capital Management, LLC | History | New | 23,541 | 557 | 0.4% | — | 305 | +23,541 | New | Q4 2025 | Feb 06, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Reduced | 22,840 | 540 | 0.0% | 0.0% | 306 | -2,562 | -10.09% | Q4 2025 | Feb 17, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 22,749 | 538 | 0.03% | 0.04% | 307 | -427 | -1.84% | Q4 2025 | Feb 05, 2026 |
| Yoffe Investment Management, LLC | History | Added to | 22,686 | 536 | 0.68% | 0.7% | 308 | +247 | 1.1% | Q4 2025 | Jan 26, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 22,554 | 533 | 0.3% | — | 309 | +22,554 | New | Q4 2025 | Feb 18, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | New | 22,313 | 528 | 0.0% | — | 310 | +22,313 | New | Q4 2025 | Feb 12, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 21,838 | 516 | 0.02% | 0.04% | 311 | -24,351 | -52.72% | Q4 2025 | Jan 06, 2026 |
| Bauman Advisory Group, LLC | History | New | 21,760 | 515 | 0.42% | — | 312 | +21,760 | New | Q4 2025 | Feb 20, 2026 |
| Fairman Group, LLC | History | No change | 21,335 | 504 | 0.4% | 0.41% | 313 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Dunhill Financial, LLC | History | Reduced | 21,224 | 502 | 0.12% | 0.26% | 314 | -20,539 | -49.18% | Q4 2025 | Jan 29, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | New | 20,717 | 491 | 0.19% | — | 315 | +20,717 | New | Q4 2025 | Feb 12, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 20,561 | 486 | 0.05% | 0.06% | 316 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 20,470 | 484 | 0.03% | 0.08% | 317 | -39,092 | -65.63% | Q4 2025 | Jan 30, 2026 |
| Portland Financial Advisors Inc | History | Added to | 20,286 | 480 | 1.02% | 1.0% | 318 | +618 | 3.14% | Q4 2025 | Feb 06, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 20,127 | 476 | 0.17% | 0.18% | 319 | +1,440 | 7.71% | Q4 2025 | Feb 09, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | New | 19,791 | 468 | 0.13% | — | 321 | +19,791 | New | Q4 2025 | Feb 09, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 19,798 | 468 | 0.0% | 0.0% | 320 | -2,405 | -10.83% | Q4 2025 | Feb 17, 2026 |
| DAVENPORT & Co LLC | History | Added to | 19,397 | 459 | 0.0% | 0.0% | 322 | +5,229 | 36.91% | Q4 2025 | Jan 12, 2026 |
| Center For Asset Management LLC | History | Added to | 19,083 | 451 | 0.24% | 0.24% | 323 | +83 | 0.44% | Q4 2025 | Jan 21, 2026 |
| BCS Wealth Management | History | New | 18,827 | 445 | 0.04% | — | 324 | +18,827 | New | Q4 2025 | Jan 26, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 18,751 | 443 | 0.02% | 0.02% | 325 | +1,227 | 7.0% | Q4 2025 | Jan 14, 2026 |
| Investment Research & Advisory Group, Inc. | History | Added to | 18,541 | 438 | 0.15% | 0.14% | 326 | +1,233 | 7.12% | Q4 2025 | Jan 20, 2026 |
| Global View Capital Management LLC | History | New | 18,141 | 429 | 0.08% | — | 327 | +18,141 | New | Q4 2025 | Jan 14, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | Added to | 18,058 | 427 | 0.19% | 0.17% | 328 | +2,932 | 19.38% | Q4 2025 | Feb 10, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 17,884 | 423 | 0.01% | 0.01% | 329 | -642 | -3.47% | Q4 2025 | Jan 28, 2026 |
| Synergy Asset Management, LLC | History | New | 17,679 | 418 | 0.04% | — | 330 | +17,679 | New | Q4 2025 | Jan 13, 2026 |
| Zinnia Wealth Advisory, LLC | History | New | 17,649 | 417 | 0.45% | — | 331 | +17,649 | New | Q4 2025 | Feb 13, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | Added to | 17,426 | 413 | 0.25% | 0.28% | 332 | +907 | 5.49% | Q4 2025 | Feb 27, 2026 |
| Corient Private Wealth LLC | History | Added to | 36,460 | 410 | 0.0% | 0.0% | 333 | +20,422 | 127.34% | Q4 2025 | Mar 09, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 17,251 | 408 | 0.0% | 0.02% | 334 | -84,262 | -83.01% | Q4 2025 | Feb 13, 2026 |
| PEAK FINANCIAL ADVISORS LLC | History | Reduced | 17,109 | 404 | 0.18% | 0.2% | 335 | -333 | -1.91% | Q4 2025 | Jan 12, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Added to | 17,062 | 403 | 0.36% | 0.34% | 336 | +1,527 | 9.83% | Q4 2025 | Jan 23, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | Added to | 16,933 | 400 | 0.61% | 0.28% | 338 | +8,504 | 100.89% | Q4 2025 | Feb 06, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 16,902 | 400 | 0.12% | 0.11% | 337 | +2,461 | 17.04% | Q4 2025 | Feb 10, 2026 |
| Joseph P. Lucia & Associates, LLC | History | New | 16,850 | 398 | 0.14% | — | 339 | +16,850 | New | Q4 2025 | Jan 28, 2026 |
| Next Level Wealth Planning, LLC | History | Added to | 16,856 | 398 | 0.21% | 0.2% | 340 | +2,068 | 13.98% | Q4 2025 | Jan 26, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 16,781 | 397 | 0.05% | 0.04% | 341 | +3,180 | 23.38% | Q4 2025 | Feb 13, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 16,505 | 390 | 0.02% | 0.02% | 342 | -316 | -1.88% | Q4 2025 | Feb 13, 2026 |
| LaFleur & Godfrey LLC | History | Added to | 16,309 | 386 | 0.05% | 0.04% | 343 | +1,721 | 11.8% | Q4 2025 | Feb 03, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 16,306 | 385 | 0.24% | — | 345 | +16,306 | New | Q4 2025 | Feb 04, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 16,284 | 385 | 0.0% | 0.0% | 344 | +332 | 2.08% | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 16,218 | 383 | 0.01% | 0.01% | 346 | -10,444 | -39.17% | Q4 2025 | Feb 02, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 16,183 | 383 | 0.01% | 0.01% | 347 | -3,565 | -18.05% | Q4 2025 | Jan 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 16,095 | 380 | 0.01% | 0.01% | 348 | +714 | 4.64% | Q4 2025 | Feb 17, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 15,928 | 377 | 0.15% | 0.14% | 349 | +787 | 5.2% | Q4 2025 | Feb 11, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 15,641 | 370 | 0.02% | 0.02% | 350 | +4,805 | 44.34% | Q4 2025 | Feb 18, 2026 |
| Sandro Wealth Management LLC | History | New | 15,430 | 365 | 0.3% | — | 351 | +15,430 | New | Q4 2025 | Feb 02, 2026 |
| Lynx Investment Advisory | History | Added to | 15,373 | 363 | 0.2% | 0.18% | 352 | +2,765 | 21.93% | Q4 2025 | Feb 05, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 15,375 | 363 | 0.08% | 0.14% | 353 | -1,300 | -7.8% | Q4 2025 | Feb 12, 2026 |
| WealthPoint Financial, LLC | History | New | 15,249 | 360 | 0.31% | — | 354 | +15,249 | New | Q4 2025 | Feb 19, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Added to | 15,115 | 357 | 0.21% | 0.18% | 355 | +2,227 | 17.28% | Q4 2025 | Jan 21, 2026 |
| WPG Advisers, LLC | History | Added to | 15,103 | 357 | 0.26% | 0.28% | 356 | +220 | 1.48% | Q4 2025 | Jan 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 15,047 | 356 | 0.0% | — | 357 | +15,047 | New | Q4 2025 | Feb 17, 2026 |
| Investment Advisory Group, LLC | History | Added to | 15,073 | 356 | 0.09% | 0.07% | 358 | +3,544 | 30.74% | Q4 2025 | Jan 23, 2026 |
| MGO Private Wealth, LLC | History | Reduced | 14,941 | 353 | 0.22% | 0.24% | 360 | -1,718 | -10.31% | Q4 2025 | Feb 10, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 14,924 | 353 | 0.03% | 0.04% | 359 | +399 | 2.75% | Q4 2025 | Feb 17, 2026 |
| Bright Futures Wealth Management, LLC. | History | Reduced | 14,811 | 350 | 0.26% | 0.3% | 361 | -1,196 | -7.47% | Q4 2025 | Feb 05, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | New | 7,359 | 348 | 0.33% | — | 362 | +7,359 | New | Q4 2025 | Jan 13, 2026 |
| Cadence Bank | History | New | 14,535 | 344 | 0.02% | — | 363 | +14,535 | New | Q4 2025 | Jan 30, 2026 |
| Certified Advisory Corp | History | Added to | 14,417 | 341 | 0.03% | 0.03% | 364 | +1,253 | 9.52% | Q4 2025 | Jan 12, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 14,370 | 340 | 0.1% | 0.1% | 365 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| OneAscent Financial Services LLC | History | New | 14,248 | 337 | 0.03% | — | 367 | +14,248 | New | Q4 2025 | Feb 11, 2026 |
| Private Wealth Group, LLC | History | New | 14,238 | 337 | 0.16% | — | 366 | +14,238 | New | Q4 2025 | Jan 12, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 14,166 | 335 | 0.1% | 0.09% | 368 | +3,355 | 31.03% | Q4 2025 | Jan 15, 2026 |
| Western Wealth Management, LLC | History | Reduced | 14,118 | 334 | 0.02% | 0.02% | 369 | -1,742 | -10.98% | Q4 2025 | Feb 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 14,012 | 331 | 0.0% | 0.0% | 370 | +3,180 | 29.36% | Q4 2025 | Feb 18, 2026 |
| GK Wealth Management LLC | History | New | 13,890 | 328 | 0.22% | — | 371 | +13,890 | New | Q4 2025 | Jan 05, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 13,798 | 326 | 0.01% | 0.01% | 372 | +2,953 | 27.23% | Q4 2025 | Feb 19, 2026 |
| Vise Technologies, Inc. | History | Added to | 13,772 | 325 | 0.01% | 0.01% | 373 | +4,604 | 50.22% | Q4 2025 | Feb 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 13,652 | 323 | 0.0% | 0.0% | 374 | +906 | 7.11% | Q4 2025 | Feb 17, 2026 |
| Key FInancial Inc | History | Added to | 13,568 | 321 | 0.06% | 0.06% | 375 | +325 | 2.45% | Q4 2025 | Feb 09, 2026 |
| StoneX Group Inc. | History | Reduced | 13,547 | 320 | 0.01% | 0.08% | 376 | -61,733 | -82.0% | Q4 2025 | Feb 12, 2026 |
| Hegarty Advisors, LLC | History | New | 13,260 | 313 | 0.27% | — | 377 | +13,260 | New | Q4 2025 | Jan 29, 2026 |
| Capital CS Group, LLC | History | Added to | 13,062 | 309 | 0.48% | 0.38% | 378 | +2,943 | 29.08% | Q4 2025 | Jan 09, 2026 |
| Vantage Financial Partners, LLC | History | Added to | 12,992 | 307 | 0.06% | 0.06% | 379 | +366 | 2.9% | Q4 2025 | Feb 03, 2026 |
| Betterment LLC | History | Added to | 12,843 | 304 | 0.0% | 0.0% | 380 | +974 | 8.21% | Q4 2025 | Feb 12, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 12,829 | 303 | 0.13% | 0.12% | 381 | +2,199 | 20.69% | Q4 2025 | Jan 29, 2026 |
| Strategic Investment Advisors / MI | History | Reduced | 12,725 | 301 | 0.03% | 0.03% | 382 | -24,921 | -66.2% | Q4 2025 | Feb 17, 2026 |
| FLC Capital Advisors | History | Reduced | 12,575 | 297 | 0.05% | 0.06% | 383 | -1,223 | -8.86% | Q4 2025 | Feb 11, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 12,543 | 296 | 0.05% | — | 384 | +12,543 | New | Q4 2025 | Feb 12, 2026 |
| Mach-1 Financial Group, LLC | History | New | 12,373 | 292 | 0.06% | — | 385 | +12,373 | New | Q4 2025 | Feb 06, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 12,336 | 291 | 0.09% | 0.1% | 386 | +120 | 0.98% | Q4 2025 | Feb 03, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 12,212 | 289 | 0.08% | 0.14% | 387 | -6,926 | -36.19% | Q4 2025 | Feb 11, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 12,246 | 289 | 0.03% | 0.03% | 388 | +540 | 4.61% | Q4 2025 | Feb 06, 2026 |
| Ariadne Wealth Management, LP | History | Added to | 12,083 | 286 | 0.12% | 0.12% | 389 | +1,044 | 9.46% | Q4 2025 | Feb 13, 2026 |
| Rossby Financial, LCC | History | Reduced | 12,110 | 286 | 0.09% | 0.1% | 390 | -633 | -4.97% | Q4 2025 | Feb 12, 2026 |
| PLANWISER FINANCIAL, LLC | History | Reduced | 11,681 | 278 | 0.21% | 2.49% | 392 | -121,201 | -91.21% | Q4 2025 | Feb 13, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 11,752 | 278 | 0.02% | 0.02% | 391 | -2,609 | -18.17% | Q4 2025 | Jan 26, 2026 |
| HUB Investment Partners, LLC | History | New | 11,500 | 272 | 0.01% | — | 393 | +11,500 | New | Q4 2025 | Feb 17, 2026 |
| Box Hill Private Wealth LLC | History | New | 11,413 | 270 | 0.27% | — | 394 | +11,413 | New | Q4 2025 | Feb 09, 2026 |
| Scott Capital Advisors, LLC | History | Added to | 11,375 | 269 | 0.06% | 0.06% | 395 | +77 | 0.68% | Q4 2025 | Jan 12, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | New | 11,312 | 267 | 0.07% | — | 396 | +11,312 | New | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 11,273 | 266 | 0.02% | 0.02% | 397 | -440 | -3.76% | Q4 2025 | Jan 21, 2026 |
| Mechanics Financial Corp | History | Reduced | 11,194 | 264 | 0.1% | 0.1% | 398 | -278 | -2.42% | Q4 2025 | Jan 22, 2026 |
| HOLDERNESS INVESTMENTS CO | History | No change | 10,753 | 254 | 0.05% | 0.05% | 399 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 10,570 | 250 | 0.0% | 0.0% | 400 | +1 | 0.01% | Q4 2025 | Feb 06, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 10,535 | 249 | 0.01% | 0.01% | 401 | -4,803 | -31.31% | Q4 2025 | Feb 13, 2026 |
| Keystone Financial Group | History | No change | 10,475 | 247 | 0.02% | 0.02% | 402 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 10,283 | 243 | 0.13% | 0.17% | 403 | -8,550 | -45.4% | Q4 2025 | Feb 18, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 10,233 | 242 | 0.01% | — | 404 | +10,233 | New | Q4 2025 | Jan 09, 2026 |
| Spectrum Strategic Capital Management, LLC | History | New | 10,185 | 241 | 0.13% | — | 405 | +10,185 | New | Q4 2025 | Feb 05, 2026 |
| WealthTrak Capital Management LLC | History | Reduced | 9,952 | 235 | 0.17% | 0.57% | 406 | -19,091 | -65.73% | Q4 2025 | Feb 10, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | No change | 9,829 | 232 | 0.03% | 0.03% | 407 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Obermeyer Wealth Partners | History | New | 9,795 | 231 | 0.01% | — | 409 | +9,795 | New | Q4 2025 | Jan 29, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | New | 9,761 | 231 | 0.0% | — | 408 | +9,761 | New | Q4 2025 | Feb 09, 2026 |
| KLCM Advisors, Inc. | History | New | 9,750 | 230 | 0.02% | — | 410 | +9,750 | New | Q4 2025 | Feb 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 9,660 | 228 | 0.0% | 0.0% | 411 | -525 | -5.15% | Q4 2025 | Feb 12, 2026 |
| Advisor Resource Council | History | New | 9,571 | 226 | 0.08% | — | 412 | +9,571 | New | Q4 2025 | Feb 10, 2026 |
| KWB Wealth | History | New | 9,519 | 225 | 0.02% | — | 413 | +9,519 | New | Q4 2025 | Jan 12, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | New | 9,368 | 222 | 0.02% | — | 414 | +9,368 | New | Q4 2025 | Jan 20, 2026 |
| Sunrise Financial Services, LLC | History | New | 9,303 | 220 | 0.17% | — | 417 | +9,303 | New | Q4 2025 | Feb 11, 2026 |
| Independent Wealth Network Inc. | History | Added to | 9,310 | 220 | 0.07% | 0.07% | 416 | +668 | 7.73% | Q4 2025 | Jan 26, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 9,300 | 220 | 0.03% | 0.03% | 415 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 9,207 | 217 | 0.01% | 0.01% | 419 | -1,037 | -10.12% | Q4 2025 | Jan 20, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 9,179 | 217 | 0.02% | 0.02% | 418 | -362 | -3.79% | Q4 2025 | Feb 17, 2026 |
| Centennial Bank/AR/ | History | Added to | 9,159 | 216 | 0.09% | 0.01% | 421 | +7,687 | 522.21% | Q4 2025 | Feb 17, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 9,158 | 216 | 0.02% | 0.02% | 420 | -174 | -1.86% | Q4 2025 | Feb 04, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | New | 8,895 | 210 | 0.01% | — | 422 | +8,895 | New | Q4 2025 | Feb 13, 2026 |
| Sightline Wealth Advisors, LLC | History | New | 8,868 | 209 | 0.09% | — | 424 | +8,868 | New | Q4 2025 | Jan 26, 2026 |
| FIFTH THIRD BANCORP | History | New | 8,839 | 209 | 0.0% | — | 423 | +8,839 | New | Q4 2025 | Feb 02, 2026 |
| PFG Investments, LLC | History | Added to | 8,808 | 208 | 0.01% | 0.01% | 425 | +440 | 5.26% | Q4 2025 | Jan 26, 2026 |
| Fortis Capital Advisors, LLC | History | New | 8,739 | 206 | 0.03% | — | 428 | +8,739 | New | Q4 2025 | Jan 27, 2026 |
| AMG National Trust Bank | History | New | 8,735 | 206 | 0.0% | — | 426 | +8,735 | New | Q4 2025 | Jan 30, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 8,731 | 206 | 0.01% | 0.01% | 427 | -1,166 | -11.78% | Q4 2025 | Jan 30, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 8,676 | 205 | 0.03% | 0.05% | 429 | -6,396 | -42.44% | Q4 2025 | Feb 10, 2026 |
| Focus Partners Wealth | History | Reduced | 8,663 | 205 | 0.0% | 0.0% | 430 | -5,971 | -40.8% | Q4 2025 | Feb 13, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 8,680 | 205 | 0.06% | 0.05% | 431 | +1,242 | 16.7% | Q4 2025 | Jan 28, 2026 |
| SWP FINANCIAL LLC | History | Reduced | 8,634 | 204 | 0.1% | 0.51% | 432 | -33,186 | -79.35% | Q4 2025 | Jan 16, 2026 |
| FSA Advisors, Inc. | History | New | 188,795 | 201 | 0.14% | — | 436 | +188,795 | New | Q4 2025 | Feb 02, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 75,784 | 201 | 0.0% | 0.04% | 434 | -4,967 | -6.15% | Q4 2025 | Feb 11, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 8,531 | 201 | 0.01% | 0.02% | 433 | -1,930 | -18.45% | Q4 2025 | Feb 10, 2026 |
| Sowell Financial Services LLC | History | Reduced | 8,518 | 201 | 0.01% | 0.01% | 435 | -225 | -2.57% | Q4 2025 | Jan 21, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 8,002 | 189 | 0.02% | 0.02% | 437 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 7,410 | 175 | 0.01% | 0.01% | 438 | +99 | 1.35% | Q4 2025 | Feb 20, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 7,375 | 174 | 0.01% | — | 439 | +7,375 | New | Q4 2025 | Feb 03, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 7,275 | 172 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | No change | 6,767 | 160 | 0.1% | 0.1% | 441 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Realta Investment Advisors | History | Added to | 6,613 | 156 | 0.05% | 0.03% | 442 | +2,564 | 63.32% | Q4 2025 | Jan 20, 2026 |
| CITIGROUP INC | History | Reduced | 6,463 | 152 | 0.0% | 0.0% | 443 | -135,176 | -95.44% | Q4 2025 | Feb 13, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 5,475 | 129 | 0.02% | 0.03% | 444 | -1,107 | -16.82% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Reduced | 5,402 | 127 | 0.0% | 0.0% | 445 | -1,761 | -24.58% | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | Added to | 4,704 | 111 | 0.0% | 0.0% | 446 | +1,323 | 39.13% | Q4 2025 | Jan 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 4,619 | 109 | 0.01% | 0.0% | 448 | +1,612 | 53.61% | Q4 2025 | Jan 20, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 4,607 | 109 | 0.02% | 0.02% | 447 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| WFA of San Diego, LLC | History | No change | 4,624 | 109 | 0.08% | 0.08% | 449 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Battery Global Advisors, LLC | History | Reduced | 4,596 | 108 | 0.05% | 0.07% | 450 | -1,660 | -26.53% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 4,522 | 107 | 0.0% | 0.0% | 451 | -664 | -12.8% | Q4 2025 | Feb 06, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 4,279 | 101 | 0.09% | — | 452 | +4,279 | New | Q4 2025 | Feb 17, 2026 |
| CX Institutional | History | Reduced | 4,165 | 99 | 0.0% | 0.0% | 453 | -2,152 | -34.07% | Q4 2025 | Feb 02, 2026 |
| Grove Bank & Trust | History | No change | 4,132 | 97 | 0.01% | 0.01% | 454 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Woodside Wealth Management LLC | History | No change | 3,990 | 94 | 0.07% | 0.07% | 455 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Triumph Capital Management | History | New | 3,835 | 90 | 0.02% | — | 456 | +3,835 | New | Q4 2025 | Feb 12, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 3,509 | 83 | 0.03% | 0.03% | 457 | +7 | 0.2% | Q4 2025 | Feb 11, 2026 |
| Westend Capital Management, LLC | History | Reduced | 3,346 | 79 | 0.02% | 0.03% | 458 | -1,155 | -25.66% | Q4 2025 | Jan 15, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 3,336 | 78 | 0.02% | 0.03% | 459 | +1,866 | 126.94% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Reduced | 2,951 | 69 | 0.0% | 0.0% | 460 | -1,747 | -37.19% | Q4 2025 | Feb 13, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 2,857 | 67 | 0.06% | 0.15% | 461 | -58,130 | -95.32% | Q4 2025 | Feb 06, 2026 |
| Elevated Capital Advisors, LLC | History | New | 2,819 | 66 | 0.02% | — | 462 | +2,819 | New | Q4 2025 | Jan 27, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,638 | 62 | 0.0% | 0.0% | 463 | +1,385 | 110.53% | Q4 2025 | Feb 11, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 2,364 | 55 | 0.0% | 0.0% | 464 | +1,120 | 90.03% | Q4 2025 | Feb 13, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Reduced | 2,297 | 54 | 0.04% | 0.06% | 466 | -1,490 | -39.35% | Q4 2025 | Feb 02, 2026 |
| HOWE & RUSLING INC | History | Added to | 2,290 | 54 | 0.0% | 0.0% | 465 | +111 | 5.09% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 2,268 | 53 | 0.0% | — | 468 | +2,268 | New | Q4 2025 | Feb 05, 2026 |
| Arax Advisory Partners | History | New | 2,249 | 53 | 0.0% | — | 469 | +2,249 | New | Q4 2025 | Feb 13, 2026 |
| BOK Financial Private Wealth, Inc. | History | Added to | 2,241 | 53 | 0.0% | 0.0% | 467 | +70 | 3.22% | Q4 2025 | Feb 06, 2026 |
| Bogart Wealth, LLC | History | No change | 2,278 | 53 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 1,858 | 43 | 0.0% | 0.0% | 471 | -161 | -7.97% | Q4 2025 | Feb 11, 2026 |
| Spire Wealth Management | History | Reduced | 1,801 | 42 | 0.0% | 0.01% | 472 | -10,185 | -84.97% | Q4 2025 | Jan 14, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,797 | 42 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Signature Equity Partners, LLC | History | New | 1,770 | 41 | 0.02% | — | 474 | +1,770 | New | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,680 | 39 | 0.0% | 0.0% | 476 | +1,262 | 301.91% | Q4 2025 | Feb 13, 2026 |
| Urban Financial Advisory Corp | History | Added to | 1,657 | 39 | 0.02% | 0.02% | 475 | +39 | 2.41% | Q4 2025 | Feb 04, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 1,610 | 38 | 0.04% | — | 478 | +1,610 | New | Q4 2025 | Feb 12, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 1,630 | 38 | 0.0% | 0.01% | 477 | -592 | -26.64% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 1,603 | 37 | 0.0% | 0.0% | 479 | +1 | 0.06% | Q4 2025 | Feb 12, 2026 |
| Meramec Financial Planners, LLC | History | New | 1,552 | 36 | 0.01% | — | 480 | +1,552 | New | Q4 2025 | Feb 10, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 1,364 | 32 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Added to | 1,334 | 31 | 0.01% | 0.01% | 482 | +332 | 33.13% | Q4 2025 | Feb 05, 2026 |
| Newbridge Financial Services Group, Inc. | History | Added to | 1,311 | 31 | 0.0% | 0.0% | 483 | +104 | 8.62% | Q4 2025 | Jan 21, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 1,343 | 31 | 0.01% | 0.01% | 484 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 1,213 | 28 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,164 | 27 | 0.0% | — | 486 | +1,164 | New | Q4 2025 | Feb 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 1,139 | 26 | 0.0% | 0.0% | 487 | +302 | 36.08% | Q4 2025 | Jan 29, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 1,091 | 25 | 0.0% | 0.01% | 488 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| DB Fitzpatrick & Co, Inc | History | No change | 1,004 | 23 | 0.02% | 0.02% | 489 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| RHL GROUP, LLC | History | New | 836 | 19 | 0.02% | — | 491 | +836 | New | Q4 2025 | Feb 09, 2026 |
| BESSEMER GROUP INC | History | No change | 804 | 19 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 767 | 18 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 636 | 15 | 0.0% | 0.0% | 493 | -5 | -0.78% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | No change | 600 | 14 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 589 | 13 | 0.01% | 0.0% | 496 | +268 | 83.49% | Q4 2025 | Feb 11, 2026 |
| AlphaCore Capital LLC | History | No change | 550 | 13 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Graney & King, LLC | History | Added to | 533 | 12 | 0.01% | 0.01% | 497 | +13 | 2.5% | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 500 | 11 | 0.0% | 0.01% | 498 | -4,105 | -89.14% | Q4 2025 | Jan 26, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 487 | 11 | 0.01% | — | 502 | +487 | New | Q4 2025 | Feb 10, 2026 |
| Archer Investment Corp | History | Reduced | 475 | 11 | 0.0% | 0.0% | 499 | -134 | -22.0% | Q4 2025 | Jan 30, 2026 |
| Blue Trust, Inc. | History | Added to | 478 | 11 | 0.0% | 0.0% | 501 | +27 | 5.99% | Q4 2025 | Jan 16, 2026 |
| Orion Capital Management LLC | History | No change | 500 | 11 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Bernard Wealth Management Corp. | History | Reduced | 440 | 10 | 0.0% | 0.0% | 505 | -20 | -4.35% | Q4 2025 | Jan 15, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 464 | 10 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| ROGCO, LP | History | No change | 428 | 10 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 372 | 8 | 0.0% | 0.03% | 506 | -5,542 | -93.71% | Q4 2025 | Feb 02, 2026 |
| MidAtlantic Capital Management, Inc. | History | New | 285 | 6 | 0.0% | — | 509 | +285 | New | Q4 2025 | Feb 10, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 267 | 6 | 0.0% | 0.0% | 508 | +9 | 3.49% | Q4 2025 | Jan 22, 2026 |
| Pflug Koory, LLC | History | Added to | 262 | 6 | 0.0% | 0.0% | 507 | +6 | 2.34% | Q4 2025 | Jan 20, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 227 | 5 | 0.0% | 0.0% | 510 | +6 | 2.71% | Q4 2025 | Jan 29, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 229 | 5 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Stone House Investment Management, LLC | History | New | 209 | 4 | 0.0% | — | 513 | +209 | New | Q4 2025 | Jan 21, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 184 | 4 | 0.0% | — | 514 | +184 | New | Q4 2025 | Feb 10, 2026 |
| Key Capital Management, INC | History | New | 181 | 4 | 0.0% | — | 515 | +181 | New | Q4 2025 | Jan 26, 2026 |
| CENTRAL TRUST Co | History | No change | 200 | 4 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Private Wealth Asset Management, LLC | History | New | 162 | 3 | 0.0% | — | 518 | +162 | New | Q4 2025 | Feb 10, 2026 |
| Kingdom Financial Group LLC. | History | New | 147 | 3 | 0.0% | — | 519 | +147 | New | Q4 2025 | Feb 06, 2026 |
| Hurley Capital, LLC | History | No change | 151 | 3 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 135 | 3 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Safe Harbor Fiduciary, LLC | History | New | 123 | 2 | 0.0% | — | 521 | +123 | New | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 520 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 47 | 1 | 0.0% | 0.01% | 523 | -1,352 | -96.64% | Q4 2025 | Feb 24, 2026 |
| SJS Investment Consulting Inc. | History | New | 51 | 1 | 0.0% | — | 524 | +51 | New | Q4 2025 | Jan 21, 2026 |
| MOTCO | History | New | 43 | 1 | 0.0% | — | 522 | +43 | New | Q4 2025 | Feb 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -734,100 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -410,058 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Financial Architects, LLC | History | Closed out | 0 | 0 | — | 2.86% | — | -210,105 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Forefront Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 1.11% | — | -184,037 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Sterneck Capital Management, LLC | History | Closed out | 0 | 0 | — | 1.67% | — | -150,228 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Polymer Capital Management (HK) LTD | History | Closed out | 0 | 0 | — | 0.33% | — | -100,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FLAGSTAR ADVISORS INC | History | Closed out | 0 | 0 | — | 0.59% | — | -80,865 | -100.0% | Q3 2025 | Nov 10, 2025 |
| CITY NATIONAL BANK OF FLORIDA /MSD | History | Closed out | 0 | 0 | — | 0.66% | — | -41,560 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -41,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -38,007 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Good Steward Wealth Advisors,LLC | History | Closed out | 0 | 0 | — | 0.62% | — | -37,535 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Keystone Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -34,579 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.05% | — | -16,978 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SVB WEALTH LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -14,840 | -100.0% | Q3 2025 | Nov 06, 2025 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Closed out | 0 | 0 | — | 0.02% | — | -14,673 | -100.0% | Q3 2025 | Oct 21, 2025 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -14,040 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Signal Advisors Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -13,370 | -100.0% | Q3 2025 | Oct 10, 2025 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,715 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Trivium Point Advisory, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,791 | -100.0% | Q3 2025 | Nov 12, 2025 |
| VERUS CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,625 | -100.0% | Q3 2025 | Nov 10, 2025 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,079 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Triad Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,633 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,578 | -100.0% | Q3 2025 | Nov 14, 2025 |
| McNaughton Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -9,421 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Gilbert Capital Group, Inc. | History | Closed out | 0 | 0 | — | 0.16% | — | -8,468 | -100.0% | Q3 2025 | Dec 02, 2025 |
| TOMPKINS FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,212 | -100.0% | Q3 2025 | Oct 08, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -593 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Pathway Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -336 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TOTH FINANCIAL ADVISORY CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -282 | -100.0% | Q3 2025 | Oct 09, 2025 |
| MMA ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -197 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -116 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Reyes Financial Architecture, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -59 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealth Watch Advisors, INC | History | New | 36 | 0 | — | — | — | +36 | New | Q4 2025 | Feb 17, 2026 |
| Financial Connections Group, Inc. | History | New | 33 | 0 | — | — | — | +33 | New | Q4 2025 | Jan 23, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Tidemark, LLC | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |