SPDR SERIES TRUST - SPTI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 48,812,099 | 1,407,740 | 0.38% | 0.4% | 1 | +1,719,493 | 3.65% | Q4 2025 | Feb 11, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 44,094,271 | 1,271,678 | 2.41% | 2.27% | 2 | +3,010,875 | 7.33% | Q4 2025 | Feb 12, 2026 |
| Municipal Employees' Retirement System of Michigan | History | Added to | 37,247,174 | 1,074,208 | 12.15% | 12.0% | 3 | +1,385,521 | 3.86% | Q4 2025 | Feb 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 14,375,967 | 414,602 | 0.03% | 0.04% | 4 | -3,508,462 | -19.62% | Q4 2025 | Feb 17, 2026 |
| MATHER GROUP, LLC. | History | Added to | 11,316,901 | 326,379 | 3.36% | 3.13% | 5 | +587,744 | 5.48% | Q4 2025 | Jan 13, 2026 |
| Richard Bernstein Advisors LLC | History | Reduced | 7,945,875 | 229,159 | 6.73% | 6.62% | 6 | -78,144 | -0.97% | Q4 2025 | Feb 03, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 6,836,309 | 197,164 | 0.04% | 0.05% | 7 | -323,936 | -4.52% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 6,289,128 | 181,378 | 0.49% | 0.46% | 8 | +948,731 | 17.77% | Q4 2025 | Jan 26, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 6,153,589 | 177,469 | 0.05% | 0.05% | 9 | +192,911 | 3.24% | Q4 2025 | Feb 10, 2026 |
| Merit Financial Group, LLC | History | Added to | 5,757,906 | 166,058 | 1.33% | 1.43% | 10 | +377,331 | 7.01% | Q4 2025 | Jan 26, 2026 |
| GLOBALT Investments LLC / GA | History | Added to | 5,621,794 | 162,132 | 5.92% | 5.9% | 11 | +33,213 | 0.59% | Q4 2025 | Feb 06, 2026 |
| One Day In July LLC | History | Added to | 4,865,351 | 140,316 | 11.53% | 10.67% | 12 | +501,665 | 11.5% | Q4 2025 | Feb 04, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Added to | 4,645,677 | 133,981 | 15.03% | 14.76% | 13 | +178,073 | 3.99% | Q4 2025 | Jan 22, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3,391,681 | 97,816 | 0.14% | 0.14% | 14 | -109,118 | -3.12% | Q4 2025 | Feb 17, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 3,358,644 | 96,863 | 1.4% | 1.33% | 15 | +342,131 | 11.34% | Q4 2025 | Feb 09, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | Reduced | 3,273,468 | 94,406 | 6.3% | 6.38% | 16 | -807 | -0.02% | Q4 2025 | Jan 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,877,371 | 82,983 | 0.02% | 0.02% | 17 | +40,694 | 1.43% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Added to | 2,843,335 | 82,001 | 0.17% | 0.16% | 18 | +207,365 | 7.87% | Q4 2025 | Jan 23, 2026 |
| CX Institutional | History | Added to | 2,752,121 | 79,371 | 2.37% | 2.36% | 19 | +65,099 | 2.42% | Q4 2025 | Feb 02, 2026 |
| STATE STREET CORP | History | Reduced | 2,668,179 | 76,950 | 0.0% | 0.0% | 20 | -9,432 | -0.35% | Q4 2025 | Feb 13, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 2,367,256 | 68,390 | 0.89% | 0.73% | 21 | +385,248 | 19.44% | Q4 2025 | Feb 03, 2026 |
| Compton Financial Group, LLC | History | Added to | 2,263,083 | 65,267 | 14.78% | 14.26% | 22 | +214,557 | 10.47% | Q4 2025 | Feb 05, 2026 |
| Strategic Wealth Investment Group, LLC | History | Reduced | 2,198,284 | 63,398 | 7.79% | 8.1% | 23 | -1,133,784 | -34.03% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Added to | 1,924,746 | 55,509 | 0.06% | 0.05% | 24 | +339,837 | 21.44% | Q4 2025 | Feb 17, 2026 |
| Carnegie Investment Counsel | History | Added to | 1,809,234 | 52,178 | 0.96% | 0.97% | 25 | +24,325 | 1.36% | Q4 2025 | Jan 23, 2026 |
| UBS Group AG | History | Added to | 1,802,953 | 51,997 | 0.01% | 0.01% | 26 | +248,154 | 15.96% | Q4 2025 | Jan 29, 2026 |
| AlphaQuest LLC | History | Added to | 1,670,793 | 48,185 | 2.7% | 0.42% | 27 | +1,446,130 | 643.69% | Q4 2025 | Feb 09, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,525,809 | 44,004 | 0.05% | 0.05% | 28 | +78,779 | 5.44% | Q4 2025 | Feb 06, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Added to | 1,500,900 | 43,285 | 9.34% | 9.38% | 29 | +98,614 | 7.03% | Q4 2025 | Jan 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 1,458,233 | 42,055 | 0.06% | 0.07% | 30 | +34,476 | 2.42% | Q4 2025 | Feb 18, 2026 |
| O'Brien Wealth Partners LLC | History | Added to | 1,450,509 | 41,832 | 5.53% | 5.56% | 31 | +30,831 | 2.17% | Q4 2025 | Jan 22, 2026 |
| Black Diamond Financial, LLC | History | Added to | 1,418,376 | 40,905 | 4.31% | 4.31% | 32 | +86,979 | 6.53% | Q4 2025 | Feb 03, 2026 |
| Portland Global Advisors LLC | History | Added to | 1,367,824 | 39,448 | 4.23% | 4.26% | 33 | +47,303 | 3.58% | Q4 2025 | Feb 10, 2026 |
| KWB Wealth | History | New | 1,314,158 | 37,900 | 3.59% | — | 34 | +1,314,158 | New | Q4 2025 | Jan 12, 2026 |
| MORGAN STANLEY | History | Reduced | 1,304,034 | 37,608 | 0.0% | 0.0% | 35 | -939,382 | -41.87% | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 1,278,390 | 36,868 | 0.25% | 0.26% | 36 | +73,950 | 6.14% | Q4 2025 | Feb 17, 2026 |
| Gradient Investments LLC | History | Added to | 1,274,860 | 36,766 | 0.58% | 0.59% | 37 | +56,300 | 4.62% | Q4 2025 | Jan 08, 2026 |
| NorthRock Partners, LLC | History | Added to | 1,091,131 | 31,468 | 0.53% | 0.46% | 38 | +202,389 | 22.77% | Q4 2025 | Feb 17, 2026 |
| Concord Wealth Partners | History | Added to | 1,072,706 | 30,936 | 4.02% | 4.11% | 39 | +41,327 | 4.01% | Q4 2025 | Jan 29, 2026 |
| 3EDGE Asset Management, LP | History | Added to | 1,066,465 | 30,810 | 1.6% | 0.89% | 40 | +521,853 | 95.82% | Q4 2025 | Feb 06, 2026 |
| Concord Asset Management, LLC/VA | History | Added to | 1,063,605 | 30,674 | 5.31% | 5.4% | 41 | +35,878 | 3.49% | Q4 2025 | Jan 29, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 1,037,880 | 29,932 | 0.46% | 0.0% | 42 | +1,027,824 | 10221.0% | Q4 2025 | Jan 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,031,252 | 29,741 | 0.01% | 0.01% | 43 | +4,724 | 0.46% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 1,023,857 | 29,528 | 0.03% | 0.03% | 44 | -6 | -0.0% | Q4 2025 | Feb 13, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 1,019,170 | 29,391 | 0.04% | 0.04% | 45 | +292,396 | 40.23% | Q4 2025 | Feb 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 1,001,701 | 28,888 | 0.56% | 0.55% | 46 | +51,474 | 5.42% | Q4 2025 | Feb 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 950,203 | 27,403 | 0.13% | 0.13% | 47 | +35,542 | 3.89% | Q4 2025 | Feb 17, 2026 |
| Leicht Financial Planning & Wealth Management, Inc. | History | Added to | 940,048 | 27,110 | 12.12% | 11.21% | 48 | +79,381 | 9.22% | Q4 2025 | Feb 04, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 907,726 | 26,178 | 4.02% | 5.55% | 49 | -293,814 | -24.45% | Q4 2025 | Jan 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 835,570 | 24,057 | 0.08% | 0.01% | 50 | +787,660 | 1644.04% | Q4 2025 | Feb 06, 2026 |
| Flagstone Financial Management | History | Added to | 822,162 | 23,711 | 6.08% | 6.1% | 51 | +22,427 | 2.8% | Q4 2025 | Feb 09, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 814,416 | 23,487 | 3.01% | 1.89% | 52 | +374,399 | 85.09% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 806,100 | 23,247 | 0.01% | 0.01% | 53 | -239,688 | -22.92% | Q4 2025 | Feb 18, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 712,339 | 20,543 | 0.03% | 0.04% | 54 | -258,469 | -26.62% | Q4 2025 | Feb 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 711,186 | 20,531 | 0.03% | 0.03% | 55 | +131,024 | 22.58% | Q4 2025 | Jan 08, 2026 |
| Collier Financial | History | Added to | 640,911 | 18,483 | 13.88% | 12.97% | 56 | +44,180 | 7.4% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 616,646 | 17,784 | 0.0% | — | 57 | +616,646 | New | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 602,287 | 17,370 | 0.15% | 0.14% | 58 | -14,277 | -2.32% | Q4 2025 | Jan 05, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Added to | 598,595 | 17,263 | 10.69% | 9.76% | 59 | +90,353 | 17.78% | Q4 2025 | Feb 10, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 588,379 | 16,968 | 0.8% | 0.7% | 60 | +28,358 | 5.06% | Q4 2025 | Jan 21, 2026 |
| Mariner, LLC | History | Added to | 537,610 | 15,504 | 0.02% | 0.02% | 61 | +44,014 | 8.92% | Q4 2025 | Feb 13, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 528,985 | 15,255 | 0.96% | 1.37% | 62 | -189,381 | -26.36% | Q4 2025 | Jan 21, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 520,300 | 15,005 | 0.15% | 0.15% | 63 | +26,247 | 5.31% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 511,714 | 14,757 | 0.02% | 0.02% | 64 | +27,230 | 5.62% | Q4 2025 | Feb 12, 2026 |
| S. R. Schill & Associates | History | Added to | 503,002 | 14,506 | 10.24% | 10.18% | 65 | +1,553 | 0.31% | Q4 2025 | Jan 23, 2026 |
| Melone Private Wealth, LLC | History | Reduced | 501,392 | 14,460 | 6.13% | 6.77% | 66 | -15,722 | -3.04% | Q4 2025 | Jan 07, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 482,652 | 13,919 | 0.46% | 0.48% | 67 | +2,324 | 0.48% | Q4 2025 | Feb 13, 2026 |
| Arjuna Capital | History | Reduced | 469,413 | 13,537 | 3.32% | 3.57% | 68 | -27,010 | -5.44% | Q4 2025 | Feb 05, 2026 |
| TSFG, LLC | History | Reduced | 465,570 | 13,427 | 2.01% | 2.26% | 69 | -26,569 | -5.4% | Q4 2025 | Feb 04, 2026 |
| BlackRock, Inc. | History | Added to | 464,355 | 13,391 | 0.0% | 0.0% | 70 | +339,840 | 272.93% | Q4 2025 | Feb 12, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 461,884 | 13,339 | 1.18% | 1.11% | 71 | +35,987 | 8.45% | Q4 2025 | Jan 28, 2026 |
| Hobbs Group Advisors, LLC | History | Reduced | 461,379 | 13,306 | 4.02% | 4.66% | 72 | -57,035 | -11.0% | Q4 2025 | Jan 28, 2026 |
| GM Advisory Group, LLC | History | Reduced | 461,236 | 13,302 | 0.52% | 0.6% | 73 | -29,772 | -6.06% | Q4 2025 | Feb 13, 2026 |
| Certified Advisory Corp | History | Added to | 454,605 | 13,110 | 1.19% | 1.22% | 74 | +11,112 | 2.51% | Q4 2025 | Jan 12, 2026 |
| Madison Asset Management, LLC | History | Added to | 454,171 | 13,098 | 0.15% | 0.14% | 75 | +2,864 | 0.63% | Q4 2025 | Feb 04, 2026 |
| Equita Financial Network, Inc. | History | Added to | 445,153 | 12,838 | 3.87% | 3.8% | 76 | +56,212 | 14.45% | Q4 2025 | Jan 29, 2026 |
| Apriem Advisors | History | Reduced | 437,881 | 12,628 | 1.16% | 1.21% | 77 | -3,559 | -0.81% | Q4 2025 | Feb 13, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 418,460 | 12,068 | 2.66% | 2.2% | 78 | +83,700 | 25.0% | Q4 2025 | Feb 11, 2026 |
| AE Wealth Management LLC | History | Added to | 403,133 | 11,626 | 0.07% | 0.01% | 79 | +361,355 | 864.94% | Q4 2025 | Jan 26, 2026 |
| Capasso Planning Partners LLC | History | Added to | 389,389 | 11,229 | 6.15% | 6.25% | 80 | +36,695 | 10.4% | Q4 2025 | Feb 17, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 377,726 | 10,893 | 0.08% | 0.09% | 81 | +23,639 | 6.68% | Q4 2025 | Feb 18, 2026 |
| Tilson Financial Group, Inc. | History | Added to | 375,897 | 10,840 | 3.34% | 3.38% | 82 | +19,465 | 5.46% | Q4 2025 | Feb 05, 2026 |
| Evergreen Wealth Partners LLC | History | New | 363,904 | 10,495 | 8.84% | — | 83 | +363,904 | New | Q4 2025 | Feb 05, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 360,183 | 10,387 | 0.75% | 0.98% | 84 | -93,805 | -20.66% | Q4 2025 | Feb 10, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 357,036 | 10,296 | 0.12% | 0.06% | 85 | +127,026 | 55.23% | Q4 2025 | Feb 13, 2026 |
| PSI Advisors, LLC | History | Added to | 355,489 | 10,252 | 2.57% | 2.49% | 86 | +21,553 | 6.45% | Q4 2025 | Feb 09, 2026 |
| TPG Financial Advisors, LLC | History | Reduced | 345,509 | 9,964 | 3.33% | 3.77% | 87 | -4,783 | -1.37% | Q4 2025 | Feb 06, 2026 |
| MATAURO, LLC | History | Added to | 330,010 | 9,517 | 1.43% | 1.51% | 88 | +1,806 | 0.55% | Q4 2025 | Jan 16, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Added to | 323,787 | 9,338 | 4.42% | 4.46% | 89 | +18,321 | 6.0% | Q4 2025 | Jan 29, 2026 |
| Appalachian Capital Management Ltd | History | New | 322,765 | 9,308 | 7.46% | — | 90 | +322,765 | New | Q4 2025 | Feb 17, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 319,091 | 9,202 | 3.36% | 3.46% | 91 | +5,246 | 1.67% | Q4 2025 | Feb 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 316,569 | 9,129 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Mar 25, 2026 |
| COMERICA BANK | History | Reduced | 302,860 | 8,734 | 0.03% | 0.03% | 93 | -9,634 | -3.08% | Q4 2025 | Jan 29, 2026 |
| IFG Advisory, LLC | History | Added to | 301,794 | 8,703 | 0.38% | 0.38% | 94 | +16,324 | 5.72% | Q4 2025 | Feb 10, 2026 |
| Synergy Investment Management, LLC | History | Reduced | 296,450 | 8,549 | 3.03% | 3.34% | 95 | -6,312 | -2.08% | Q4 2025 | Feb 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 295,949 | 8,535 | 0.02% | 0.02% | 96 | +64,318 | 27.77% | Q4 2025 | Feb 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 289,000 | 8,334 | 0.02% | 0.03% | 97 | -46,000 | -13.73% | Q4 2025 | Jan 26, 2026 |
| ABOUND FINANCIAL, LLC | History | Added to | 287,620 | 8,294 | 3.21% | 3.13% | 98 | +17,194 | 6.36% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 267,783 | 7,723 | 0.02% | 0.02% | 99 | +3,492 | 1.32% | Q4 2025 | Feb 05, 2026 |
| Frisch Financial Group, Inc. | History | Added to | 261,710 | 7,547 | 1.69% | 0.32% | 100 | +213,430 | 442.07% | Q4 2025 | Feb 06, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 260,393 | 7,509 | 0.84% | 0.84% | 101 | +8,917 | 3.55% | Q4 2025 | Jan 08, 2026 |
| Inspire Advisors, LLC | History | Added to | 247,426 | 7,135 | 0.66% | 0.63% | 102 | +20,960 | 9.26% | Q4 2025 | Feb 13, 2026 |
| Independence Wealth Advisors, LLC | History | New | 242,464 | 6,992 | 3.93% | — | 103 | +242,464 | New | Q4 2025 | Jan 09, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Added to | 240,469 | 6,935 | 4.61% | 4.71% | 104 | +6,753 | 2.89% | Q4 2025 | Jan 08, 2026 |
| Key FInancial Inc | History | Added to | 235,879 | 6,802 | 1.24% | 1.23% | 105 | +6,044 | 2.63% | Q4 2025 | Feb 09, 2026 |
| DAVENPORT & Co LLC | History | Added to | 226,394 | 6,529 | 0.03% | 0.03% | 106 | +37,739 | 20.0% | Q4 2025 | Jan 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 215,619 | 6,218 | 0.05% | — | 107 | +215,619 | New | Q4 2025 | Feb 18, 2026 |
| Creative Planning | History | Reduced | 213,085 | 6,145 | 0.0% | 0.0% | 108 | -10,002 | -4.48% | Q4 2025 | Feb 17, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Added to | 211,741 | 6,106 | 3.32% | 3.35% | 109 | +8,311 | 4.09% | Q4 2025 | Feb 18, 2026 |
| Auour Investments LLC | History | Reduced | 211,612 | 6,102 | 1.94% | 2.11% | 110 | -12,540 | -5.59% | Q4 2025 | Jan 12, 2026 |
| Western Wealth Management, LLC | History | Added to | 210,069 | 6,058 | 0.28% | 0.27% | 111 | +33,731 | 19.13% | Q4 2025 | Feb 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 208,313 | 6,007 | 0.0% | 0.0% | 112 | +5,758 | 2.84% | Q4 2025 | Feb 10, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Added to | 206,329 | 5,950 | 6.15% | 2.7% | 113 | +98,096 | 90.63% | Q4 2025 | Jan 16, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 201,094 | 5,799 | 0.19% | 0.22% | 114 | -14,577 | -6.76% | Q4 2025 | Feb 03, 2026 |
| Hobart Private Capital, LLC | History | Added to | 200,892 | 5,793 | 1.13% | 1.13% | 115 | +14,539 | 7.8% | Q4 2025 | Jan 27, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Added to | 199,019 | 5,740 | 0.05% | 0.04% | 116 | +56,519 | 39.66% | Q4 2025 | Jan 28, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 197,759 | 5,703 | 0.01% | 0.01% | 117 | +38,063 | 23.83% | Q4 2025 | Mar 16, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 193,625 | 5,584 | 0.59% | 0.63% | 118 | -7,707 | -3.83% | Q4 2025 | Feb 18, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 192,008 | 5,537 | 0.0% | 0.0% | 119 | +7,011 | 3.79% | Q4 2025 | Feb 17, 2026 |
| XY Planning Network, Inc. | History | Added to | 188,809 | 5,445 | 0.95% | 0.24% | 120 | +164,250 | 668.8% | Q4 2025 | Jan 26, 2026 |
| Comprehensive Wealth Management, LLC | History | Reduced | 186,748 | 5,385 | 3.18% | 5.11% | 121 | -62,853 | -25.18% | Q4 2025 | Feb 11, 2026 |
| Trilogy Capital Inc. | History | Added to | 178,997 | 5,162 | 0.23% | 0.22% | 122 | +17,840 | 11.07% | Q4 2025 | Jan 22, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 173,540 | 5,004 | 0.07% | 0.41% | 123 | -578,485 | -76.92% | Q4 2025 | Feb 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 163,810 | 4,724 | 0.23% | 0.33% | 124 | +1,849 | 1.14% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 163,155 | 4,705 | 0.24% | 0.22% | 125 | +22,953 | 16.37% | Q4 2025 | Feb 05, 2026 |
| CITIGROUP INC | History | Added to | 161,552 | 4,659 | 0.0% | 0.0% | 126 | +148,568 | 1144.24% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 158,378 | 4,567 | 0.02% | 0.02% | 127 | -13,713 | -7.97% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 157,889 | 4,553 | 0.02% | 0.0% | 128 | +135,008 | 590.04% | Q4 2025 | Jan 29, 2026 |
| Climber Capital SA | History | New | 157,997 | 4,551 | 2.97% | — | 129 | +157,997 | New | Q4 2025 | Feb 03, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 154,871 | 4,466 | 0.17% | 0.15% | 130 | +15,909 | 11.45% | Q4 2025 | Feb 17, 2026 |
| BAILARD, INC. | History | Added to | 152,145 | 4,387 | 0.1% | 0.01% | 131 | +128,465 | 542.5% | Q4 2025 | Feb 04, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | Reduced | 142,967 | 4,121 | 2.81% | 5.15% | 132 | -355,218 | -71.3% | Q4 2025 | Feb 17, 2026 |
| Astoria Portfolio Advisors LLC. | History | Reduced | 140,880 | 4,101 | 0.93% | 4.82% | 133 | -495,837 | -77.87% | Q4 2025 | Feb 24, 2026 |
| ArborFi Advisors, LLC | History | Added to | 140,428 | 4,049 | 3.29% | 3.14% | 134 | +6,866 | 5.14% | Q4 2025 | Jan 29, 2026 |
| Avant Financial Advisors LLC | History | Added to | 132,292 | 3,815 | 2.74% | 2.61% | 135 | +12,249 | 10.2% | Q4 2025 | Jan 15, 2026 |
| JT Stratford LLC | History | Added to | 129,361 | 3,730 | 0.48% | 0.49% | 136 | +2,931 | 2.32% | Q4 2025 | Feb 12, 2026 |
| Waverly Advisors, LLC | History | Added to | 126,204 | 3,639 | 0.03% | 0.03% | 137 | +13,783 | 12.26% | Q4 2025 | Feb 17, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 124,892 | 3,601 | 0.14% | 0.12% | 138 | +20,596 | 19.75% | Q4 2025 | Jan 29, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 124,599 | 3,593 | 0.3% | 0.3% | 139 | +1,119 | 0.91% | Q4 2025 | Feb 13, 2026 |
| Private Wealth Group, LLC | History | Added to | 121,391 | 3,500 | 1.68% | 1.52% | 140 | +15,442 | 14.57% | Q4 2025 | Jan 12, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 119,771 | 3,454 | 0.01% | 0.01% | 141 | -4,013 | -3.24% | Q4 2025 | Feb 11, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 117,461 | 3,387 | 0.06% | 0.08% | 142 | -6,441 | -5.2% | Q4 2025 | Feb 06, 2026 |
| PLANWISER FINANCIAL, LLC | History | Added to | 109,201 | 3,140 | 2.35% | 2.48% | 143 | +1,134 | 1.05% | Q4 2025 | Feb 13, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 108,376 | 3,125 | 0.7% | 0.65% | 144 | +16,259 | 17.65% | Q4 2025 | Jan 09, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 108,117 | 3,118 | 0.35% | 0.68% | 145 | -66,426 | -38.06% | Q4 2025 | Feb 11, 2026 |
| Napier Financial, LLC | History | New | 106,222 | 3,063 | 0.76% | — | 146 | +106,222 | New | Q4 2025 | Feb 11, 2026 |
| LIBRA WEALTH LLC | History | No change | 104,269 | 3,007 | 0.84% | 0.9% | 147 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 102,360 | 2,952 | 0.26% | 0.25% | 148 | +3,094 | 3.12% | Q4 2025 | Jan 26, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 100,664 | 2,903 | 0.0% | 0.0% | 149 | +18,590 | 22.65% | Q4 2025 | Feb 11, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 94,773 | 2,733 | 0.0% | 0.0% | 150 | -63,176 | -40.0% | Q4 2025 | Feb 10, 2026 |
| Downshift Financial, LLC | History | New | 92,378 | 2,664 | 1.64% | — | 151 | +92,378 | New | Q4 2025 | Mar 11, 2026 |
| Zinnia Wealth Advisory, LLC | History | New | 91,829 | 2,648 | 2.86% | — | 152 | +91,829 | New | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 90,476 | 2,609 | 0.01% | 0.02% | 153 | -34,269 | -27.47% | Q4 2025 | Feb 18, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 89,831 | 2,590 | 0.0% | 0.0% | 154 | -53,484 | -37.32% | Q4 2025 | Feb 06, 2026 |
| Narus Financial Partners, LLC | History | Reduced | 88,248 | 2,545 | 0.7% | 0.71% | 155 | -1,645 | -1.83% | Q4 2025 | Feb 09, 2026 |
| Plus Group Wealth Advisors LLC | History | New | 88,200 | 2,543 | 2.82% | — | 156 | +88,200 | New | Q4 2025 | Feb 05, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | New | 86,664 | 2,499 | 0.16% | — | 157 | +86,664 | New | Q4 2025 | Feb 11, 2026 |
| Bonfire Financial | History | Reduced | 81,318 | 2,345 | 1.75% | 2.02% | 158 | -9,766 | -10.72% | Q4 2025 | Jan 27, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 80,999 | 2,336 | 0.08% | 0.08% | 159 | -1,501 | -1.82% | Q4 2025 | Feb 13, 2026 |
| Prosperity Advisers, LLC | History | New | 80,103 | 2,310 | 1.91% | — | 160 | +80,103 | New | Q4 2025 | Jan 23, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | Reduced | 77,506 | 2,233 | 2.89% | 5.26% | 161 | -42,257 | -35.28% | Q4 2025 | Jan 07, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 75,608 | 2,180 | 0.01% | 0.01% | 162 | +10,747 | 16.57% | Q4 2025 | Feb 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 74,242 | 2,141 | 0.01% | 0.01% | 163 | -2,904 | -3.76% | Q4 2025 | Feb 11, 2026 |
| IHT Wealth Management, LLC | History | Added to | 73,486 | 2,119 | 0.05% | 0.02% | 164 | +44,103 | 150.1% | Q4 2025 | Feb 17, 2026 |
| Strategic Financial Partners, Ltd. | History | Added to | 73,277 | 2,113 | 0.91% | 0.95% | 165 | +1,504 | 2.1% | Q4 2025 | Feb 11, 2026 |
| October Effect Ltd | History | Reduced | 71,034 | 2,048 | 2.26% | 2.37% | 166 | -3,473 | -4.66% | Q4 2025 | Jan 20, 2026 |
| ZEGA Investments, LLC | History | Added to | 67,823 | 1,956 | 0.23% | 0.21% | 167 | +14,375 | 26.9% | Q4 2025 | Jan 27, 2026 |
| Jacobi Capital Management LLC | History | Added to | 67,722 | 1,953 | 0.11% | 0.11% | 168 | +4,025 | 6.32% | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | Reduced | 64,907 | 1,871 | 0.02% | 0.02% | 169 | -7,689 | -10.59% | Q4 2025 | Feb 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 63,304 | 1,825 | 0.0% | 0.0% | 170 | +27,281 | 75.73% | Q4 2025 | Feb 17, 2026 |
| Tidemark, LLC | History | Added to | 62,069 | 1,790 | 0.51% | 0.49% | 171 | +4,253 | 7.36% | Q4 2025 | Feb 10, 2026 |
| VICUS CAPITAL | History | Reduced | 61,894 | 1,785 | 0.13% | 0.14% | 172 | -332 | -0.53% | Q4 2025 | Jan 22, 2026 |
| Clarity Wealth Development LLC | History | Reduced | 60,891 | 1,756 | 1.49% | 1.73% | 173 | -4,859 | -7.39% | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | Added to | 60,480 | 1,744 | 0.04% | 0.05% | 174 | +100 | 0.17% | Q4 2025 | Feb 06, 2026 |
| Cranbrook Wealth Management, LLC | History | Added to | 60,258 | 1,737 | 0.34% | 0.34% | 175 | +1,962 | 3.37% | Q4 2025 | Jan 28, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Reduced | 59,801 | 1,724 | 0.63% | 0.9% | 176 | -15,603 | -20.69% | Q4 2025 | Feb 11, 2026 |
| M Holdings Securities, Inc. | History | New | 59,383 | 1,713 | 0.12% | — | 177 | +59,383 | New | Q4 2025 | Feb 11, 2026 |
| Brown Financial Advisors | History | Reduced | 58,969 | 1,700 | 0.62% | 0.63% | 178 | -197 | -0.33% | Q4 2025 | Feb 17, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 58,712 | 1,693 | 0.6% | 0.63% | 179 | +4,452 | 8.2% | Q4 2025 | Feb 09, 2026 |
| Costello Asset Management, INC | History | Added to | 58,120 | 1,676 | 0.55% | 0.56% | 180 | +627 | 1.09% | Q4 2025 | Feb 03, 2026 |
| STEPHENS INC /AR/ | History | No change | 55,717 | 1,606 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 55,526 | 1,601 | 0.03% | 0.04% | 182 | +1,905 | 3.55% | Q4 2025 | Feb 03, 2026 |
| &PARTNERS | History | New | 54,153 | 1,561 | 0.01% | — | 183 | +54,153 | New | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Added to | 53,835 | 1,552 | 0.0% | 0.0% | 184 | +2,043 | 3.94% | Q4 2025 | Feb 13, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 50,938 | 1,469 | 0.84% | 0.9% | 185 | -1,297 | -2.48% | Q4 2025 | Jan 06, 2026 |
| Virtue Capital Management, LLC | History | Added to | 50,428 | 1,453 | 0.22% | 0.13% | 186 | +21,357 | 73.46% | Q4 2025 | Feb 18, 2026 |
| Lido Advisors, LLC | History | Added to | 50,247 | 1,452 | 0.0% | 0.0% | 187 | +146 | 0.29% | Q4 2025 | Feb 10, 2026 |
| Hardin Capital Partners, LLC | History | Reduced | 50,293 | 1,450 | 0.69% | 0.78% | 188 | -209 | -0.41% | Q4 2025 | Jan 09, 2026 |
| GenWealth Group, Inc. | History | No change | 48,767 | 1,407 | 0.24% | 0.26% | 189 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Simplicity Wealth,LLC | History | Added to | 48,533 | 1,399 | 0.08% | 0.08% | 190 | +1,566 | 3.33% | Q4 2025 | Jan 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 48,192 | 1,389 | 0.01% | 0.01% | 191 | +14,536 | 43.19% | Q4 2025 | Jan 23, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 47,902 | 1,384 | 0.0% | 0.0% | 192 | -3,893 | -7.52% | Q4 2025 | Feb 05, 2026 |
| Apollon Financial, LLC | History | New | 47,148 | 1,359 | 0.2% | — | 193 | +47,148 | New | Q4 2025 | Jan 22, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 46,876 | 1,351 | 0.14% | 0.12% | 194 | +8,145 | 21.03% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 46,400 | 1,338 | 0.0% | 0.01% | 195 | -142,400 | -75.42% | Q4 2025 | Feb 12, 2026 |
| Center For Asset Management LLC | History | Added to | 46,349 | 1,336 | 0.7% | 0.7% | 196 | +653 | 1.43% | Q4 2025 | Jan 21, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Reduced | 44,347 | 1,278 | 0.42% | 0.46% | 197 | -9 | -0.02% | Q4 2025 | Jan 27, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 44,073 | 1,271 | 0.3% | 0.24% | 198 | +826 | 1.91% | Q4 2025 | Feb 17, 2026 |
| Paladin Wealth, LLC | History | Added to | 43,560 | 1,256 | 0.86% | 0.91% | 199 | +248 | 0.57% | Q4 2025 | Jan 15, 2026 |
| RMR Wealth Builders | History | Added to | 43,434 | 1,252 | 0.1% | 0.07% | 200 | +15,903 | 57.76% | Q4 2025 | Jan 29, 2026 |
| Fisher Asset Management, LLC | History | Added to | 43,227 | 1,246 | 0.0% | 0.0% | 201 | +10,201 | 30.89% | Q4 2025 | Feb 09, 2026 |
| Independent Advisor Alliance | History | Added to | 42,427 | 1,223 | 0.03% | 0.03% | 202 | +6,908 | 19.45% | Q4 2025 | Feb 04, 2026 |
| Vise Technologies, Inc. | History | New | 41,930 | 1,209 | 0.02% | — | 203 | +41,930 | New | Q4 2025 | Feb 11, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Added to | 41,768 | 1,204 | 0.27% | 0.26% | 204 | +2,417 | 6.14% | Q4 2025 | Jan 13, 2026 |
| Boltwood Capital Management | History | No change | 40,900 | 1,179 | 0.31% | 0.31% | 205 | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| THOMPSON DAVIS & CO., INC. | History | Reduced | 40,869 | 1,178 | 0.71% | 0.73% | 206 | -82 | -0.2% | Q4 2025 | Jan 12, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 39,602 | 1,142 | 0.1% | 0.1% | 207 | +39,251 | 11182.62% | Q4 2025 | Feb 17, 2026 |
| Facet Wealth, Inc. | History | Added to | 39,666 | 1,141 | 0.02% | 0.02% | 208 | +4,545 | 12.94% | Q4 2025 | Jan 29, 2026 |
| HILL ISLAND FINANCIAL LLC | History | Reduced | 39,385 | 1,135 | 0.27% | 0.32% | 209 | -4,878 | -11.02% | Q4 2025 | Jan 22, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | New | 39,004 | 1,124 | 0.0% | — | 210 | +39,004 | New | Q4 2025 | Feb 17, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | Added to | 37,636 | 1,085 | 0.74% | 0.77% | 211 | +297 | 0.8% | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | Added to | 37,185 | 1,072 | 0.01% | 0.01% | 213 | +1,864 | 5.28% | Q4 2025 | Jan 16, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 37,191 | 1,072 | 0.16% | 0.16% | 212 | +128 | 0.35% | Q4 2025 | Feb 11, 2026 |
| Objectivity Squared, LLC | History | Added to | 36,504 | 1,052 | 0.59% | 0.46% | 214 | +9,621 | 35.79% | Q4 2025 | Feb 02, 2026 |
| Cerity Partners LLC | History | Added to | 36,459 | 1,050 | 0.0% | 0.0% | 215 | +6,511 | 21.74% | Q4 2025 | Feb 11, 2026 |
| Cercano Management LLC | History | No change | 35,199 | 1,015 | 0.04% | 0.04% | 216 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Savvy Advisors, Inc. | History | New | 35,137 | 1,013 | 0.03% | — | 217 | +35,137 | New | Q4 2025 | Jan 20, 2026 |
| WIREGRASS INVESTMENT MANAGEMENT LLC | History | New | 34,948 | 1,007 | 0.84% | — | 218 | +34,948 | New | Q4 2025 | Feb 13, 2026 |
| Belpointe Asset Management LLC | History | Added to | 34,640 | 999 | 0.04% | 0.03% | 219 | +7,570 | 27.96% | Q4 2025 | Jan 27, 2026 |
| Kovack Advisors, Inc. | History | New | 34,039 | 981 | 0.05% | — | 220 | +34,039 | New | Q4 2025 | Feb 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 33,171 | 956 | 0.02% | 0.03% | 221 | -3,359 | -9.2% | Q4 2025 | Jan 29, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 32,986 | 951 | 0.02% | 0.03% | 222 | +352 | 1.08% | Q4 2025 | Feb 17, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | New | 32,547 | 938 | 0.08% | — | 223 | +32,547 | New | Q4 2025 | Feb 11, 2026 |
| RFG Advisory, LLC | History | Added to | 31,963 | 921 | 0.02% | 0.01% | 224 | +7,573 | 31.05% | Q4 2025 | Feb 03, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | Added to | 30,970 | 893 | 0.38% | 0.39% | 225 | +2,198 | 7.64% | Q4 2025 | Jan 22, 2026 |
| Ascent Group, LLC | History | Reduced | 30,926 | 891 | 0.03% | 0.03% | 226 | -199 | -0.64% | Q4 2025 | Jan 20, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 30,792 | 888 | 0.35% | 0.39% | 227 | +385 | 1.27% | Q4 2025 | Feb 02, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 30,647 | 883 | 0.01% | 0.01% | 228 | -4,720 | -13.35% | Q4 2025 | Jan 20, 2026 |
| Jefferson Bridge Capital, LLC | History | New | 30,177 | 870 | 0.88% | — | 229 | +30,177 | New | Q4 2025 | Jan 21, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | No change | 29,802 | 859 | 0.11% | 0.11% | 230 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Vontobel Holding Ltd. | History | Added to | 29,091 | 838 | 0.0% | 0.0% | 231 | +1,131 | 4.05% | Q4 2025 | Feb 13, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 29,023 | 837 | 0.11% | 0.11% | 232 | -175 | -0.6% | Q4 2025 | Feb 13, 2026 |
| RKL Wealth Management LLC | History | Added to | 28,906 | 833 | 0.07% | 0.07% | 233 | +1,353 | 4.91% | Q4 2025 | Feb 12, 2026 |
| Maridea Wealth Management LLC | History | Added to | 28,876 | 832 | 0.12% | 0.11% | 234 | +5,195 | 21.94% | Q4 2025 | Jan 08, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 28,219 | 813 | 0.01% | 0.01% | 235 | +10,401 | 58.37% | Q4 2025 | Feb 09, 2026 |
| Pathway Financial Advisors LLC | History | Reduced | 28,064 | 810 | 0.1% | 0.13% | 236 | -5,132 | -15.46% | Q4 2025 | Jan 14, 2026 |
| Mattson Financial Services, LLC | History | Added to | 27,898 | 804 | 0.19% | 0.19% | 237 | +1,098 | 4.1% | Q4 2025 | Feb 12, 2026 |
| PATRON PARTNERS, LLC | History | Reduced | 24,653 | 710 | 0.32% | 0.32% | 238 | -48 | -0.19% | Q4 2025 | Feb 11, 2026 |
| BLALOCK WILLIAMS, LLC | History | No change | 24,609 | 709 | 0.57% | 0.62% | 239 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 24,120 | 695 | 0.27% | 0.23% | 240 | -4,406 | -15.45% | Q4 2025 | Feb 11, 2026 |
| Hilltop Partners LLC | History | Added to | 24,070 | 694 | 0.18% | 0.18% | 241 | +3,386 | 16.37% | Q4 2025 | Feb 10, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 23,524 | 678 | 0.36% | 0.37% | 242 | +509 | 2.21% | Q4 2025 | Feb 24, 2026 |
| Clarendon Private LLC | History | Added to | 22,442 | 647 | 0.55% | 0.59% | 243 | +91 | 0.41% | Q4 2025 | Feb 05, 2026 |
| Veltria Advisors Corp. | History | No change | 22,431 | 646 | 2.82% | 2.85% | 244 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 21,711 | 626 | 0.05% | 0.07% | 245 | -6,435 | -22.86% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 20,918 | 603 | 0.0% | 0.0% | 246 | +487 | 2.38% | Q4 2025 | Mar 09, 2026 |
| Betterment LLC | History | Added to | 20,873 | 602 | 0.0% | 0.0% | 247 | +814 | 4.06% | Q4 2025 | Feb 12, 2026 |
| Boyd Wealth Management, LLC | History | Added to | 20,127 | 580 | 0.25% | 0.17% | 248 | +6,315 | 45.72% | Q4 2025 | Jan 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 19,701 | 568 | 0.0% | 0.0% | 249 | +4 | 0.02% | Q4 2025 | Feb 12, 2026 |
| Mach-1 Financial Group, LLC | History | New | 19,068 | 549 | 0.11% | — | 250 | +19,068 | New | Q4 2025 | Feb 06, 2026 |
| Ameritas Advisory Services, LLC | History | New | 18,998 | 547 | 0.02% | — | 252 | +18,998 | New | Q4 2025 | Feb 04, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 18,998 | 547 | 0.01% | 0.0% | 251 | +6,119 | 47.51% | Q4 2025 | Feb 10, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | Reduced | 18,727 | 540 | 0.16% | 0.27% | 253 | -12,466 | -39.96% | Q4 2025 | Feb 04, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | New | 18,359 | 529 | 0.24% | — | 254 | +18,359 | New | Q4 2025 | Feb 06, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 18,329 | 528 | 0.33% | — | 255 | +18,329 | New | Q4 2025 | Feb 04, 2026 |
| Wedmont Private Capital | History | New | 18,045 | 521 | 0.02% | — | 256 | +18,045 | New | Q4 2025 | Jan 08, 2026 |
| Tennessee Valley Asset Management Partners | History | New | 17,963 | 518 | 0.07% | — | 257 | +17,963 | New | Q4 2025 | Feb 05, 2026 |
| Curi Capital, LLC | History | Added to | 17,784 | 512 | 0.01% | 0.01% | 258 | +1,883 | 11.84% | Q4 2025 | Feb 17, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 17,560 | 506 | 0.09% | 0.18% | 259 | -15,991 | -47.66% | Q4 2025 | Feb 12, 2026 |
| Savant Capital, LLC | History | Added to | 17,240 | 497 | 0.0% | 0.0% | 260 | +58 | 0.34% | Q4 2025 | Feb 10, 2026 |
| TrueWealth Financial Partners | History | New | 16,785 | 484 | 0.4% | — | 261 | +16,785 | New | Q4 2025 | Feb 05, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | New | 16,785 | 484 | 0.4% | — | 262 | +16,785 | New | Q4 2025 | Feb 05, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 16,080 | 463 | 0.01% | 0.01% | 263 | +236 | 1.49% | Q4 2025 | Jan 14, 2026 |
| Root Financial Partners, LLC | History | Reduced | 15,934 | 459 | 0.02% | 0.03% | 264 | -939 | -5.57% | Q4 2025 | Feb 10, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 15,620 | 449 | 0.01% | 0.02% | 265 | -428 | -2.67% | Q4 2025 | Jan 23, 2026 |
| WCG Wealth Advisors LLC | History | New | 15,452 | 445 | 0.01% | — | 266 | +15,452 | New | Q4 2025 | Feb 10, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 15,449 | 445 | 0.26% | 0.28% | 267 | +52 | 0.34% | Q4 2025 | Feb 09, 2026 |
| World Investment Advisors | History | New | 15,258 | 440 | 0.01% | — | 268 | +15,258 | New | Q4 2025 | Mar 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 15,232 | 439 | 0.01% | 0.01% | 269 | -46 | -0.3% | Q4 2025 | Feb 09, 2026 |
| Realta Investment Advisors | History | Reduced | 14,546 | 419 | 0.14% | 0.14% | 270 | -301 | -2.03% | Q4 2025 | Jan 20, 2026 |
| Keel Point, LLC | History | Added to | 14,291 | 412 | 0.02% | 0.02% | 271 | +367 | 2.64% | Q4 2025 | Feb 12, 2026 |
| Americana Partners, LLC | History | Reduced | 14,052 | 405 | 0.01% | 0.01% | 272 | -110 | -0.78% | Q4 2025 | Feb 06, 2026 |
| FIRST HORIZON CORP | History | Added to | 13,813 | 398 | 0.02% | 0.01% | 273 | +6,950 | 101.27% | Q4 2025 | Jan 27, 2026 |
| FMR LLC | History | Added to | 13,688 | 394 | 0.0% | 0.0% | 274 | +5,845 | 74.53% | Q4 2025 | Feb 17, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | New | 13,511 | 389 | 0.18% | — | 275 | +13,511 | New | Q4 2025 | Feb 17, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 13,343 | 384 | 0.03% | 0.03% | 276 | -18 | -0.13% | Q4 2025 | Feb 18, 2026 |
| UMB Bank, n.a. | History | New | 13,105 | 377 | 0.01% | — | 277 | +13,105 | New | Q4 2025 | Feb 13, 2026 |
| Brookstone Capital Management | History | Added to | 13,073 | 377 | 0.0% | 0.0% | 278 | +96 | 0.74% | Q4 2025 | Jan 15, 2026 |
| Brooklyn FI, LLC | History | Added to | 13,068 | 376 | 0.08% | 0.08% | 279 | +766 | 6.23% | Q4 2025 | Jan 21, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 12,968 | 374 | 0.02% | 0.02% | 280 | -207 | -1.57% | Q4 2025 | Feb 17, 2026 |
| Heritage Financial Services, LLC | History | No change | 12,902 | 372 | 0.03% | 0.03% | 281 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 12,895 | 371 | 0.03% | 0.03% | 282 | -2,122 | -14.13% | Q4 2025 | Jan 23, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 12,861 | 370 | 0.04% | 0.04% | 283 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Clark Asset Management, LLC | History | Added to | 12,665 | 365 | 0.04% | 0.04% | 284 | +1,666 | 15.15% | Q4 2025 | Jan 27, 2026 |
| Seaside Wealth Management, Inc. | History | Added to | 11,961 | 344 | 0.1% | 0.1% | 285 | +493 | 4.3% | Q4 2025 | Feb 17, 2026 |
| McAdam, LLC | History | New | 11,889 | 342 | 0.02% | — | 286 | +11,889 | New | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 11,812 | 340 | 0.0% | — | 287 | +11,812 | New | Q4 2025 | Feb 17, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 11,751 | 338 | 0.01% | 0.01% | 288 | -841 | -6.68% | Q4 2025 | Jan 16, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 11,279 | 335 | 0.11% | 0.19% | 289 | +514 | 4.77% | Q4 2025 | Jan 22, 2026 |
| Centennial Bank/AR/ | History | Added to | 11,547 | 333 | 0.13% | 0.08% | 290 | +4,673 | 67.98% | Q4 2025 | Feb 17, 2026 |
| Strategic Blueprint, LLC | History | New | 11,495 | 331 | 0.02% | — | 291 | +11,495 | New | Q4 2025 | Jan 30, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 11,507 | 331 | 0.01% | 0.01% | 292 | -197 | -1.68% | Q4 2025 | Feb 19, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 11,432 | 329 | 0.01% | 0.01% | 293 | -856 | -6.97% | Q4 2025 | Jan 23, 2026 |
| Continuum Advisory, LLC | History | Reduced | 11,229 | 323 | 0.03% | 0.03% | 294 | -242 | -2.11% | Q4 2025 | Feb 11, 2026 |
| A4 Wealth Advisors LLC | History | Reduced | 10,830 | 312 | 0.27% | 0.4% | 295 | -5,674 | -34.38% | Q4 2025 | Feb 13, 2026 |
| Austin Private Wealth, LLC | History | Added to | 10,493 | 302 | 0.02% | 0.02% | 296 | +742 | 7.61% | Q4 2025 | Jan 20, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 10,364 | 298 | 0.01% | 0.01% | 297 | +2,620 | 33.83% | Q4 2025 | Jan 28, 2026 |
| Brucke Financial, Inc. | History | Reduced | 10,299 | 297 | 0.16% | 0.17% | 298 | -22 | -0.21% | Q4 2025 | Jan 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 10,211 | 294 | 0.0% | 0.0% | 299 | -189 | -1.82% | Q4 2025 | Jan 21, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | New | 10,110 | 291 | 0.12% | — | 300 | +10,110 | New | Q4 2025 | Feb 13, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 9,936 | 286 | 0.02% | 0.02% | 301 | -1,134 | -10.24% | Q4 2025 | Feb 17, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 9,903 | 285 | 0.0% | 0.0% | 302 | +747 | 8.16% | Q4 2025 | Feb 11, 2026 |
| Klaas Financial Asset Advisors, LLC | History | New | 9,845 | 283 | 0.04% | — | 303 | +9,845 | New | Q4 2025 | Jan 27, 2026 |
| Advisor Resource Council | History | New | 9,802 | 281 | 0.1% | — | 304 | +9,802 | New | Q4 2025 | Feb 10, 2026 |
| Ransom Advisory, Ltd | History | New | 9,750 | 281 | 0.11% | — | 305 | +9,750 | New | Q4 2025 | Jan 06, 2026 |
| Vantage Financial Partners, LLC | History | Reduced | 9,716 | 280 | 0.06% | 0.1% | 306 | -7,439 | -43.36% | Q4 2025 | Feb 03, 2026 |
| GeoWealth Management, LLC | History | Reduced | 9,610 | 277 | 0.01% | 0.01% | 307 | -3,789 | -28.28% | Q4 2025 | Feb 17, 2026 |
| NORTHLAND SECURITIES, INC. | History | New | 9,517 | 274 | 0.26% | — | 308 | +9,517 | New | Q4 2025 | Jan 23, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 9,426 | 271 | 0.03% | 0.03% | 309 | +631 | 7.17% | Q4 2025 | Jan 15, 2026 |
| INVESTED ADVISORS | History | New | 9,355 | 269 | 0.28% | — | 310 | +9,355 | New | Q4 2025 | Jan 26, 2026 |
| BURNEY CO/ | History | Added to | 9,316 | 268 | 0.01% | 0.01% | 311 | +894 | 10.62% | Q4 2025 | Jan 23, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 9,276 | 267 | 0.01% | 0.02% | 312 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Cravens & Co Advisors, LLC | History | New | 9,112 | 262 | 0.17% | — | 314 | +9,112 | New | Q4 2025 | Feb 10, 2026 |
| NWAM LLC | History | Added to | 9,128 | 262 | 0.01% | 0.01% | 313 | +919 | 11.2% | Q4 2025 | Feb 04, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 8,987 | 259 | 0.0% | 0.01% | 315 | -391 | -4.17% | Q4 2025 | Jan 16, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 8,510 | 245 | 0.03% | 0.03% | 316 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Added to | 8,426 | 243 | 0.01% | 0.01% | 317 | +126 | 1.52% | Q4 2025 | Feb 10, 2026 |
| Symphony Financial, Ltd. Co. | History | New | 8,397 | 242 | 0.03% | — | 318 | +8,397 | New | Q4 2025 | Feb 11, 2026 |
| Sequent Planning LLC | History | Added to | 8,300 | 239 | 0.06% | 0.06% | 319 | +1,334 | 19.15% | Q4 2025 | Feb 05, 2026 |
| Capital CS Group, LLC | History | Added to | 8,188 | 236 | 0.36% | 0.37% | 320 | +109 | 1.35% | Q4 2025 | Jan 09, 2026 |
| Keystone Financial Group | History | New | 8,114 | 234 | 0.02% | — | 321 | +8,114 | New | Q4 2025 | Feb 06, 2026 |
| Advisory Services Network, LLC | History | No change | 7,962 | 229 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Latitude Advisors, LLC | History | Reduced | 7,925 | 228 | 0.1% | 0.27% | 323 | -12,824 | -61.81% | Q4 2025 | Jan 27, 2026 |
| Bulltick Wealth Management, LLC | History | Added to | 7,836 | 225 | 0.05% | 0.05% | 324 | +66 | 0.85% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | New | 7,674 | 221 | 0.0% | — | 325 | +7,674 | New | Q4 2025 | Feb 13, 2026 |
| OneAscent Financial Services LLC | History | New | 7,593 | 218 | 0.02% | — | 326 | +7,593 | New | Q4 2025 | Feb 11, 2026 |
| International Private Wealth Advisors LLC | History | Reduced | 7,284 | 210 | 0.13% | 0.13% | 328 | -1 | -0.01% | Q4 2025 | Jan 14, 2026 |
| Zhang Financial LLC | History | No change | 7,300 | 210 | 0.01% | 0.01% | 327 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 7,210 | 207 | 0.01% | 0.01% | 329 | +183 | 2.6% | Q4 2025 | Jan 22, 2026 |
| Edgestream Partners, L.P. | History | New | 7,135 | 205 | 0.01% | — | 330 | +7,135 | New | Q4 2025 | Feb 13, 2026 |
| PFG Advisors | History | Reduced | 7,060 | 203 | 0.01% | 0.05% | 331 | -33,339 | -82.52% | Q4 2025 | Jan 27, 2026 |
| Compound Planning, Inc. | History | Reduced | 6,979 | 201 | 0.01% | 0.01% | 332 | -2,726 | -28.09% | Q4 2025 | Feb 19, 2026 |
| Stone House Investment Management, LLC | History | Added to | 5,760 | 166 | 0.03% | 0.03% | 333 | +413 | 7.72% | Q4 2025 | Jan 21, 2026 |
| Allworth Financial LP | History | New | 5,439 | 156 | 0.0% | — | 334 | +5,439 | New | Q4 2025 | Feb 05, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 5,288 | 152 | 0.01% | 0.01% | 335 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 5,222 | 150 | 0.01% | 0.02% | 336 | -2,025 | -27.94% | Q4 2025 | Jan 29, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 4,652 | 134 | 0.01% | 0.0% | 337 | +4,021 | 637.24% | Q4 2025 | Jan 07, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 4,315 | 124 | 0.0% | 0.0% | 338 | +45 | 1.05% | Q4 2025 | Feb 03, 2026 |
| CoreCap Advisors, LLC | History | Added to | 3,884 | 112 | 0.0% | 0.0% | 339 | +63 | 1.65% | Q4 2025 | Jan 13, 2026 |
| Cape Investment Advisory, Inc. | History | New | 3,564 | 102 | 0.03% | — | 340 | +3,564 | New | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 3,385 | 97 | 0.01% | 0.01% | 341 | -46 | -1.34% | Q4 2025 | Jan 21, 2026 |
| Capital Analysts, LLC | History | Added to | 2,817 | 81 | 0.0% | 0.0% | 342 | +27 | 0.97% | Q4 2025 | Feb 11, 2026 |
| POM Investment Strategies, LLC | History | Added to | 2,805 | 80 | 0.04% | 0.0% | 343 | +2,696 | 2473.39% | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 2,648 | 76 | 0.0% | 0.0% | 344 | -117 | -4.23% | Q4 2025 | Feb 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 2,619 | 75 | 0.0% | 0.0% | 345 | -368 | -12.32% | Q4 2025 | Feb 17, 2026 |
| Your Advocates Ltd., LLP | History | No change | 2,530 | 72 | 0.02% | 0.02% | 346 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 2,494 | 71 | 0.01% | 0.01% | 347 | +259 | 11.59% | Q4 2025 | Feb 09, 2026 |
| OPTIMA CAPITAL LLC | History | New | 2,217 | 63 | 0.03% | — | 348 | +2,217 | New | Q4 2025 | Jan 23, 2026 |
| Premier Financial Group | History | New | 2,162 | 62 | 0.02% | — | 349 | +2,162 | New | Q4 2025 | Feb 09, 2026 |
| Pacific Center for Financial Services | History | No change | 2,111 | 61 | 0.02% | 0.02% | 350 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SouthState Bank Corp | History | Reduced | 1,741 | 50 | 0.0% | 0.0% | 351 | -1,555 | -47.18% | Q4 2025 | Feb 11, 2026 |
| Manchester Capital Management LLC | History | New | 1,720 | 49 | 0.01% | — | 352 | +1,720 | New | Q4 2025 | Feb 11, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 1,674 | 48 | 0.04% | 0.08% | 353 | -25,537 | -93.85% | Q4 2025 | Feb 06, 2026 |
| Larson Financial Group LLC | History | Added to | 1,605 | 46 | 0.0% | 0.0% | 354 | +15 | 0.94% | Q4 2025 | Feb 06, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,307 | 37 | 0.01% | 0.01% | 355 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,275 | 36 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SageView Advisory Group, LLC | History | New | 1,229 | 35 | 0.0% | — | 357 | +1,229 | New | Q4 2025 | Feb 17, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 1,110 | 32 | 0.0% | 0.01% | 358 | -207 | -15.72% | Q4 2025 | Jan 22, 2026 |
| Elyxium Wealth, LLC | History | New | 920 | 26 | 0.01% | — | 360 | +920 | New | Q4 2025 | Feb 05, 2026 |
| Caitlin John, LLC | History | Reduced | 917 | 26 | 0.02% | 0.02% | 359 | -3 | -0.33% | Q4 2025 | Feb 18, 2026 |
| US BANCORP \DE\ | History | Added to | 724 | 20 | 0.0% | 0.0% | 361 | +171 | 30.92% | Q4 2025 | Jan 30, 2026 |
| AlphaCore Capital LLC | History | Added to | 687 | 19 | 0.0% | 0.0% | 362 | +512 | 292.57% | Q4 2025 | Feb 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 604 | 17 | 0.0% | — | 363 | +604 | New | Q4 2025 | Feb 13, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | New | 578 | 16 | 0.01% | — | 366 | +578 | New | Q4 2025 | Feb 17, 2026 |
| WEBSTER BANK, N. A. | History | No change | 573 | 16 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BankPlus Trust Department | History | No change | 569 | 16 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| ESL Trust Services, LLC | History | New | 483 | 13 | 0.0% | — | 367 | +483 | New | Q4 2025 | Feb 10, 2026 |
| LRI Investments, LLC | History | Reduced | 451 | 13 | 0.0% | 0.0% | 368 | -95 | -17.4% | Q4 2025 | Feb 04, 2026 |
| United Financial Planning Group LLC | History | New | 416 | 12 | 0.01% | — | 369 | +416 | New | Q4 2025 | Feb 11, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 347 | 10 | 0.0% | — | 370 | +347 | New | Q4 2025 | Jan 15, 2026 |
| Rossby Financial, LCC | History | Added to | 335 | 9 | 0.0% | 0.0% | 372 | +10 | 3.08% | Q4 2025 | Feb 12, 2026 |
| Breakwater Investment Management | History | No change | 335 | 9 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| First Command Advisory Services, Inc. | History | New | 300 | 8 | 0.0% | — | 375 | +300 | New | Q4 2025 | Feb 11, 2026 |
| MAI Capital Management | History | Reduced | 280 | 8 | 0.0% | 0.0% | 373 | -247 | -46.87% | Q4 2025 | Feb 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 291 | 8 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 312 | 8 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 268 | 7 | 0.0% | 0.0% | 377 | -710 | -72.6% | Q4 2025 | Jan 20, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 255 | 7 | 0.0% | — | 378 | +255 | New | Q4 2025 | Jan 30, 2026 |
| Princeton Global Asset Management LLC | History | New | 249 | 7 | 0.0% | — | 379 | +249 | New | Q4 2025 | Jan 20, 2026 |
| Parallel Advisors, LLC | History | Reduced | 231 | 6 | 0.0% | 0.0% | 380 | -232 | -50.11% | Q4 2025 | Feb 11, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 226 | 6 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Ancora Advisors LLC | History | No change | 149 | 4 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ORG Wealth Partners, LLC | History | Reduced | 117 | 3 | 0.0% | 0.0% | 385 | -551 | -82.49% | Q4 2025 | Jan 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 114 | 3 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Founders Financial Alliance, LLC | History | No change | 113 | 3 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 75 | 2 | 0.0% | 0.0% | 386 | -264 | -77.88% | Q4 2025 | Feb 06, 2026 |
| Strive Financial Group ,LLC | History | New | 92 | 2 | 0.0% | — | 389 | +92 | New | Q4 2025 | Feb 18, 2026 |
| Compass Financial Services Inc | History | Added to | 102 | 2 | 0.0% | 0.0% | 388 | +1 | 0.99% | Q4 2025 | Feb 27, 2026 |
| EASTERN BANK | History | No change | 90 | 2 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Arax Advisory Partners | History | New | 49 | 1 | 0.0% | — | 391 | +49 | New | Q4 2025 | Feb 13, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 48 | 1 | 0.0% | 0.0% | 393 | -48 | -50.0% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 37 | 1 | 0.0% | — | 390 | +4 | 12.12% | Q4 2025 | Feb 10, 2026 |
| Smartleaf Asset Management LLC | History | No change | 54 | 1 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 68 | 1 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 8.6% | — | -2,048,526 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Stratos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 1.3% | — | -935,426 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.33% | — | -409,534 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Closed out | 0 | 0 | — | 0.33% | — | -268,155 | -100.0% | Q3 2025 | Nov 07, 2025 |
| XML Financial, LLC | History | Closed out | 0 | 0 | — | 0.6% | — | -256,380 | -100.0% | Q3 2025 | Oct 20, 2025 |
| PFG Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.39% | — | -30,407 | -100.0% | Q3 2025 | Nov 06, 2025 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -26,941 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -26,332 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -21,632 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Beirne Wealth Consulting Services, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -11,313 | -100.0% | Q3 2025 | Nov 07, 2025 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -10,871 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Empirical Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -9,809 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SMART Wealth LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -7,364 | -100.0% | Q3 2025 | Nov 07, 2025 |
| AlphaStar Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,036 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,027 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Parvin Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -5,431 | -100.0% | Q3 2025 | Nov 17, 2025 |
| TruNorth Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,034 | -100.0% | Q3 2025 | Oct 21, 2025 |
| HOWE & RUSLING INC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,997 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Versant Capital Management, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -2,680 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,615 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Addison Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,340 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Tripletail Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -857 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -758 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TRUST CO OF VERMONT | History | Closed out | 0 | 0 | — | 0.0% | — | -530 | -100.0% | Q3 2025 | Oct 14, 2025 |
| DecisionPoint Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -384 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Sound Income Strategies, LLC | History | Reduced | 9 | 0 | — | 0.0% | — | -69 | -88.46% | Q4 2025 | Jan 21, 2026 |
| CIBC Private Wealth Group LLC | History | New | 33 | 0 | — | — | — | +33 | New | Q4 2025 | Feb 12, 2026 |
| Kingdom Financial Group LLC. | History | New | 25 | 0 | — | — | — | +25 | New | Q4 2025 | Feb 06, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -19 | -100.0% | Q3 2025 | Nov 14, 2025 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 17 | 0 | — | — | — | +17 | New | Q4 2025 | Feb 10, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 33 | 0 | — | — | — | -3 | -8.33% | Q4 2025 | Feb 02, 2026 |
| Park Square Financial Group, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 05, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |