RBB FUND, INC. - TBIL
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 | 9,819,617 | 489,802 | 0.13% | 0.14% | 1 | +238,360 | 2.49% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 9,814,951 | 489,569 | 0.03% | 0.03% | 2 | +1,035,768 | 11.8% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,393,143 | 119,369 | 0.04% | 0.04% | 3 | +153,945 | 6.88% | Q4 2025 | Feb 18, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 2,069,647 | 103,234 | 0.09% | 0.09% | 4 | +48,435 | 2.4% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,872,884 | 93,419 | 0.02% | 0.01% | 5 | +433,029 | 30.07% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 1,855,333 | 92,599 | 0.13% | 0.13% | 6 | +112,590 | 6.46% | Q4 2025 | Jan 08, 2026 |
| Obermeyer Wealth Partners | History | Added to | 1,328,849 | 66,283 | 3.03% | 2.67% | 7 | +186,777 | 16.35% | Q4 2025 | Jan 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 1,253,832 | 62,541 | 0.15% | 0.1% | 8 | +491,167 | 64.4% | Q4 2025 | Feb 13, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 1,066,396 | 53,191 | 1.4% | 1.55% | 9 | -31,020 | -2.83% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 1,051,968 | 52,472 | 0.06% | 0.03% | 10 | +556,797 | 112.45% | Q4 2025 | Feb 13, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 1,042,588 | 52,004 | 0.58% | 0.54% | 11 | +86,842 | 9.09% | Q4 2025 | Feb 02, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | Reduced | 992,874 | 49,524 | 6.35% | 6.54% | 12 | -12,642 | -1.26% | Q4 2025 | Feb 03, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 914,342 | 45,607 | 0.01% | 0.01% | 13 | +48,126 | 5.56% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 856,000 | 42,697 | 0.06% | 0.05% | 14 | +39,899 | 4.89% | Q4 2025 | Feb 12, 2026 |
| F/m Investments LLC | History | Added to | 802,428 | 40,029 | 1.52% | 1.5% | 15 | +24,857 | 3.2% | Q4 2025 | Feb 03, 2026 |
| Private Advisor Group, LLC | History | Added to | 802,494 | 40,028 | 0.19% | 0.17% | 16 | +108,571 | 15.65% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 754,771 | 37,647 | 0.02% | 0.0% | 17 | +700,916 | 1301.49% | Q4 2025 | Feb 17, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 713,000 | 35,564 | 0.1% | 0.04% | 18 | +453,000 | 174.23% | Q4 2025 | Jan 26, 2026 |
| UBS Group AG | History | Reduced | 679,664 | 33,901 | 0.01% | 0.01% | 19 | -52,137 | -7.12% | Q4 2025 | Jan 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 506,130 | 25,246 | 0.07% | 0.07% | 20 | +2,481 | 0.49% | Q4 2025 | Feb 05, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 485,572 | 24,220 | 2.85% | 3.06% | 21 | -25,168 | -4.93% | Q4 2025 | Jan 20, 2026 |
| CENTRAL TRUST Co | History | Reduced | 428,929 | 21,394 | 0.42% | 0.5% | 22 | -45,034 | -9.5% | Q4 2025 | Feb 02, 2026 |
| Cetera Investment Advisers | History | Added to | 409,700 | 20,435 | 0.02% | 0.02% | 23 | +10,812 | 2.71% | Q4 2025 | Feb 17, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 389,023 | 19,404 | 0.08% | 0.11% | 24 | -131,790 | -25.3% | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 334,528 | 16,686 | 0.09% | 0.09% | 25 | +34,411 | 11.47% | Q4 2025 | Feb 12, 2026 |
| IBEX WEALTH ADVISORS | History | Added to | 326,600 | 16,290 | 1.6% | 1.4% | 26 | +33,279 | 11.35% | Q4 2025 | Feb 17, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 299,095 | 14,918 | 0.54% | 0.34% | 27 | +118,776 | 65.87% | Q4 2025 | Feb 02, 2026 |
| VanWeelden Wealth Management, LLC | History | Added to | 283,618 | 14,146 | 11.11% | 11.53% | 28 | +3,239 | 1.16% | Q4 2025 | Feb 02, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 269,250 | 13,430 | 0.17% | 0.18% | 29 | -8,473 | -3.05% | Q4 2025 | Jan 29, 2026 |
| Family Office Research LLC | History | Reduced | 268,080 | 13,409 | 5.48% | 7.54% | 30 | -76,748 | -22.26% | Q4 2025 | Feb 09, 2026 |
| Capital Investment Counsel, Inc | History | Added to | 261,385 | 13,037 | 1.53% | 0.93% | 31 | +109,419 | 72.0% | Q4 2025 | Jan 23, 2026 |
| Generation Capital Management LLC | History | Added to | 260,693 | 13,003 | 8.43% | 9.12% | 32 | +8,790 | 3.49% | Q4 2025 | Feb 13, 2026 |
| Lido Advisors, LLC | History | No change | 252,419 | 12,620 | 0.04% | 0.04% | 33 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Wealthquest Corp | History | Added to | 250,202 | 12,480 | 0.94% | 0.9% | 34 | +24,626 | 10.92% | Q4 2025 | Feb 09, 2026 |
| Sterling Group Wealth Management, LLC | History | Added to | 228,481 | 11,396 | 5.52% | 4.48% | 35 | +47,426 | 26.19% | Q4 2025 | Jan 27, 2026 |
| Divergent Planning, LLC | History | Added to | 227,379 | 11,346 | 2.9% | 2.76% | 36 | +19,453 | 9.36% | Q4 2025 | Jan 12, 2026 |
| Alpine Bank Wealth Management | History | Added to | 222,955 | 11,120 | 1.57% | 1.22% | 37 | +49,494 | 28.53% | Q4 2025 | Jan 15, 2026 |
| Strait & Sound Wealth Management LLC | History | Reduced | 221,664 | 11,056 | 4.11% | 4.56% | 38 | -15,985 | -6.73% | Q4 2025 | Feb 04, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 217,108 | 10,829 | 0.04% | 0.05% | 39 | -14,298 | -6.18% | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 216,101 | 10,779 | 0.07% | 0.08% | 40 | +212 | 0.1% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 212,606 | 10,604 | 0.0% | 0.0% | 41 | -52,507 | -19.81% | Q4 2025 | Feb 11, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 200,980 | 10,025 | 0.08% | — | 42 | +200,980 | New | Q4 2025 | Feb 18, 2026 |
| Baird Financial Group, Inc. | History | New | 190,010 | 9,477 | 0.01% | — | 43 | +190,010 | New | Q4 2025 | Feb 13, 2026 |
| Coign Capital Advisors LLC | History | Reduced | 188,365 | 9,395 | 4.92% | 6.01% | 44 | -29,952 | -13.72% | Q4 2025 | Jan 20, 2026 |
| IFG Advisory, LLC | History | Added to | 187,990 | 9,376 | 0.41% | 0.38% | 45 | +21,103 | 12.65% | Q4 2025 | Feb 10, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 177,905 | 8,873 | 0.11% | 0.22% | 46 | -312,686 | -63.74% | Q4 2025 | Feb 13, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | Added to | 177,742 | 8,865 | 1.25% | 1.2% | 47 | +26,315 | 17.38% | Q4 2025 | Feb 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 170,524 | 8,505 | 0.48% | 0.54% | 48 | -3,452 | -1.98% | Q4 2025 | Feb 04, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Added to | 167,991 | 8,379 | 4.19% | 4.22% | 49 | +3,308 | 2.01% | Q4 2025 | Jan 23, 2026 |
| MBL Wealth, LLC | History | Added to | 151,497 | 7,556 | 0.61% | 0.17% | 50 | +112,020 | 283.76% | Q4 2025 | Jan 21, 2026 |
| Neuberger Berman Group LLC | History | Added to | 150,872 | 7,525 | 0.01% | 0.0% | 51 | +23,991 | 18.91% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 150,315 | 7,497 | 0.0% | 0.0% | 52 | +115,584 | 332.8% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 149,747 | 7,469 | 0.0% | 0.0% | 53 | +49,640 | 49.59% | Q4 2025 | Feb 10, 2026 |
| RFG Advisory, LLC | History | Added to | 149,543 | 7,459 | 0.14% | 0.14% | 54 | +18,306 | 13.95% | Q4 2025 | Feb 03, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Added to | 147,117 | 7,354 | 3.44% | 3.37% | 55 | +37,734 | 34.5% | Q4 2025 | Jan 26, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 145,634 | 7,264 | 0.11% | 0.09% | 56 | +23,933 | 19.67% | Q4 2025 | Feb 09, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 144,655 | 7,215 | 2.86% | 2.85% | 57 | +12,307 | 9.3% | Q4 2025 | Feb 05, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 142,242 | 7,095 | 0.58% | 0.5% | 58 | +26,236 | 22.62% | Q4 2025 | Jan 23, 2026 |
| MANCHESTER FINANCIAL INC | History | Added to | 127,331 | 6,351 | 1.19% | 1.26% | 59 | +812 | 0.64% | Q4 2025 | Feb 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 123,499 | 6,160 | 0.07% | 0.08% | 60 | -10,529 | -7.86% | Q4 2025 | Jan 20, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 122,839 | 6,127 | 0.4% | 0.43% | 61 | -5,284 | -4.12% | Q4 2025 | Jan 22, 2026 |
| VISION FINANCIAL MARKETS LLC | History | Added to | 120,088 | 5,989 | 6.11% | 4.98% | 62 | +3,400 | 2.91% | Q4 2025 | Jan 22, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 117,907 | 5,881 | 1.01% | 1.01% | 63 | +10,110 | 9.38% | Q4 2025 | Jan 07, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 116,159 | 5,794 | 0.44% | 0.43% | 64 | +9,897 | 9.31% | Q4 2025 | Jan 09, 2026 |
| Sunrise Financial Services, LLC | History | New | 111,467 | 5,559 | 4.19% | — | 65 | +111,467 | New | Q4 2025 | Feb 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 105,865 | 5,280 | 0.25% | 0.27% | 66 | -19,111 | -15.29% | Q4 2025 | Jan 21, 2026 |
| Copia Wealth Management | History | Reduced | 105,623 | 5,268 | 3.76% | 4.37% | 67 | -11,937 | -10.15% | Q4 2025 | Feb 06, 2026 |
| Cypress Capital, LLC | History | Added to | 105,243 | 5,249 | 1.47% | 0.94% | 68 | +39,341 | 59.7% | Q4 2025 | Feb 06, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 104,654 | 5,220 | 0.63% | 0.61% | 69 | +1,227 | 1.19% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 103,708 | 5,172 | 0.0% | 0.0% | 70 | +98,401 | 1854.17% | Q4 2025 | Feb 17, 2026 |
| Spinnaker Investment Group, LLC | History | Added to | 103,207 | 5,147 | 0.93% | 0.07% | 71 | +96,186 | 1369.98% | Q4 2025 | Jan 12, 2026 |
| Tidal Investments LLC | History | Added to | 101,428 | 5,059 | 0.01% | 0.01% | 72 | +5,715 | 5.97% | Q4 2025 | Feb 13, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 100,353 | 5,005 | 0.29% | 0.28% | 73 | +7,714 | 8.33% | Q4 2025 | Jan 15, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 99,066 | 4,941 | 0.93% | 0.72% | 74 | +22,347 | 29.13% | Q4 2025 | Feb 12, 2026 |
| Hilton Capital Management, LLC | History | Reduced | 97,635 | 4,870 | 0.37% | 0.4% | 75 | -2,362 | -2.36% | Q4 2025 | Feb 12, 2026 |
| Forum Financial Management, LP | History | Reduced | 95,989 | 4,787 | 0.06% | 0.07% | 76 | -5,821 | -5.72% | Q4 2025 | Jan 27, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 95,676 | 4,772 | 0.09% | 0.1% | 77 | -1,897 | -1.94% | Q4 2025 | Jan 14, 2026 |
| &PARTNERS | History | Added to | 94,503 | 4,713 | 0.02% | 0.03% | 78 | +5,626 | 6.33% | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | Added to | 92,667 | 4,622 | 0.08% | 0.04% | 79 | +57,405 | 162.8% | Q4 2025 | Mar 12, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 89,170 | 4,458 | 0.65% | 0.88% | 80 | -23,202 | -20.65% | Q4 2025 | Jan 16, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 86,143 | 4,296 | 0.02% | 0.02% | 81 | -1,034 | -1.19% | Q4 2025 | Jan 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 85,059 | 4,242 | 0.1% | 0.12% | 82 | -6,596 | -7.2% | Q4 2025 | Jan 29, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 83,634 | 4,172 | 0.14% | 0.1% | 83 | +33,824 | 67.91% | Q4 2025 | Feb 13, 2026 |
| Global View Capital Management LLC | History | Reduced | 81,795 | 4,079 | 0.76% | 0.94% | 84 | -7,120 | -8.01% | Q4 2025 | Jan 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 80,270 | 4,003 | 0.04% | 0.06% | 85 | +5,269 | 7.03% | Q4 2025 | Jan 23, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 76,863 | 3,833 | 0.04% | 0.06% | 86 | +10,139 | 15.2% | Q4 2025 | Jan 29, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 70,684 | 3,525 | 0.02% | 0.03% | 87 | +1,110 | 1.6% | Q4 2025 | Feb 18, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 70,228 | 3,506 | 0.79% | 0.88% | 88 | -2,182 | -3.01% | Q4 2025 | Jan 14, 2026 |
| Crew Capital Management, Ltd | History | Added to | 66,863 | 3,335 | 2.1% | 2.09% | 89 | +4,439 | 7.11% | Q4 2025 | Jan 16, 2026 |
| MATAURO, LLC | History | Added to | 63,217 | 3,153 | 0.47% | 0.41% | 90 | +12,012 | 23.46% | Q4 2025 | Jan 16, 2026 |
| HighTower Advisors, LLC | History | Reduced | 61,767 | 3,080 | 0.0% | 0.0% | 91 | -4,479 | -6.76% | Q4 2025 | Feb 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 57,683 | 2,877 | 0.01% | 0.0% | 93 | +47,980 | 494.49% | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 57,696 | 2,877 | 0.15% | 0.25% | 92 | -30,514 | -34.59% | Q4 2025 | Jan 20, 2026 |
| Parallel Advisors, LLC | History | Reduced | 57,634 | 2,874 | 0.05% | 0.06% | 94 | -11,461 | -16.59% | Q4 2025 | Feb 11, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 57,274 | 2,856 | 0.05% | 0.05% | 95 | +3,931 | 7.37% | Q4 2025 | Feb 12, 2026 |
| KW WEALTH MANAGEMENT LLC | History | Added to | 57,160 | 2,851 | 4.33% | 2.05% | 96 | +33,133 | 137.9% | Q4 2025 | Feb 25, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 56,481 | 2,817 | 0.02% | 0.02% | 97 | -1,197 | -2.08% | Q4 2025 | Feb 12, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 55,317 | 2,759 | 0.46% | 0.46% | 98 | +1,938 | 3.63% | Q4 2025 | Feb 06, 2026 |
| Longview Financial Advisors, Inc. | History | Reduced | 53,944 | 2,690 | 1.83% | 2.14% | 99 | -6,141 | -10.22% | Q4 2025 | Feb 02, 2026 |
| Sigma Planning Corp | History | Reduced | 52,430 | 2,620 | 0.07% | 0.08% | 100 | -6,497 | -11.03% | Q4 2025 | Jan 30, 2026 |
| Independent Advisor Alliance | History | Added to | 51,190 | 2,553 | 0.06% | 0.05% | 101 | +15,828 | 44.76% | Q4 2025 | Feb 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 50,233 | 2,505 | 0.17% | 0.22% | 102 | -5,541 | -9.93% | Q4 2025 | Feb 03, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 48,197 | 2,404 | 0.11% | 0.11% | 103 | -292 | -0.6% | Q4 2025 | Feb 17, 2026 |
| Betterment LLC | History | Added to | 47,364 | 2,363 | 0.0% | 0.0% | 104 | +21,515 | 83.23% | Q4 2025 | Feb 12, 2026 |
| Maia Wealth LLC | History | New | 47,076 | 2,350 | 0.4% | — | 105 | +47,076 | New | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 46,311 | 2,309 | 0.0% | 0.0% | 106 | +13,520 | 41.23% | Q4 2025 | Feb 02, 2026 |
| COMERICA BANK | History | Reduced | 45,984 | 2,293 | 0.01% | 0.01% | 107 | -6,116 | -11.74% | Q4 2025 | Jan 29, 2026 |
| GatePass Capital, LLC | History | Added to | 45,500 | 2,269 | 1.17% | 0.47% | 108 | +29,100 | 177.44% | Q4 2025 | Feb 09, 2026 |
| Pitcairn Wealth Advisors LLC | History | New | 45,192 | 2,254 | 0.2% | — | 109 | +45,192 | New | Q4 2025 | Feb 13, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | New | 44,385 | 2,213 | 1.62% | — | 110 | +44,385 | New | Q4 2025 | Mar 04, 2026 |
| KG&L Capital Management,LLC | History | Reduced | 44,343 | 2,211 | 0.55% | 0.66% | 111 | -5,045 | -10.22% | Q4 2025 | Jan 23, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | New | 44,235 | 2,206 | 1.23% | — | 112 | +44,235 | New | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 44,109 | 2,200 | 0.01% | 0.01% | 113 | +11,423 | 34.95% | Q4 2025 | Feb 18, 2026 |
| Balefire, LLC | History | Reduced | 43,769 | 2,183 | 0.43% | 0.46% | 114 | -2,417 | -5.23% | Q4 2025 | Jan 12, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Reduced | 43,684 | 2,178 | 0.77% | 1.36% | 115 | -30,288 | -40.95% | Q4 2025 | Feb 13, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 42,940 | 2,141 | 0.02% | 0.02% | 116 | +11,510 | 36.62% | Q4 2025 | Feb 13, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 42,859 | 2,137 | 0.08% | 0.03% | 117 | +33,472 | 356.58% | Q4 2025 | Feb 04, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Reduced | 42,835 | 2,136 | 0.17% | 0.65% | 118 | -94,306 | -68.77% | Q4 2025 | Feb 04, 2026 |
| Redwood Family Wealth LLC | History | New | 41,951 | 2,092 | 2.06% | — | 119 | +41,951 | New | Q4 2025 | Mar 06, 2026 |
| MGO ONE SEVEN LLC | History | New | 40,971 | 2,043 | 0.04% | — | 120 | +40,971 | New | Q4 2025 | Feb 03, 2026 |
| Silver Coast Investments LLC | History | Added to | 40,515 | 2,020 | 0.7% | 0.48% | 121 | +12,452 | 44.37% | Q4 2025 | Jan 27, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 39,110 | 1,950 | 0.13% | 0.19% | 122 | -17,259 | -30.62% | Q4 2025 | Feb 03, 2026 |
| Transcendent Capital Group LLC | History | Added to | 39,024 | 1,946 | 0.88% | 0.44% | 123 | +19,259 | 97.44% | Q4 2025 | Jan 26, 2026 |
| Cerity Partners LLC | History | Added to | 38,904 | 1,940 | 0.0% | 0.0% | 124 | +1,290 | 3.43% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 38,243 | 1,907 | 0.0% | 0.0% | 125 | -1,888 | -4.7% | Q4 2025 | Feb 17, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | Reduced | 38,133 | 1,902 | 0.71% | 2.02% | 126 | -67,359 | -63.85% | Q4 2025 | Feb 13, 2026 |
| Ruggiero Investments, Inc. | History | New | 38,065 | 1,898 | 1.71% | — | 127 | +38,065 | New | Q4 2025 | Feb 12, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 37,093 | 1,850 | 0.43% | 0.19% | 128 | +21,694 | 140.88% | Q4 2025 | Jan 16, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | New | 36,121 | 1,801 | 0.24% | — | 129 | +36,121 | New | Q4 2025 | Feb 10, 2026 |
| Park Edge Advisors, LLC | History | Added to | 35,968 | 1,794 | 0.41% | 0.08% | 130 | +29,171 | 429.17% | Q4 2025 | Jan 16, 2026 |
| IFP Advisors, Inc | History | Added to | 35,931 | 1,792 | 0.04% | 0.05% | 131 | +997 | 2.85% | Q4 2025 | Feb 06, 2026 |
| Robinhood Asset Management, LLC | History | New | 35,823 | 1,786 | 0.14% | — | 132 | +35,823 | New | Q4 2025 | Jan 21, 2026 |
| AE Wealth Management LLC | History | Added to | 35,050 | 1,748 | 0.01% | 0.01% | 133 | +10,827 | 44.7% | Q4 2025 | Jan 26, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 34,332 | 1,713 | 0.05% | 0.02% | 134 | +21,440 | 166.3% | Q4 2025 | Feb 12, 2026 |
| Sage Mountain Advisors LLC | History | No change | 32,203 | 1,606 | 0.09% | 0.09% | 135 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Ignite Planners, LLC | History | Reduced | 31,849 | 1,588 | 0.24% | 0.3% | 136 | -5,359 | -14.4% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 30,931 | 1,542 | 0.0% | 0.0% | 137 | +1,179 | 3.96% | Q4 2025 | Mar 16, 2026 |
| Mutual Advisors, LLC | History | Reduced | 29,625 | 1,477 | 0.03% | 0.04% | 138 | -2,480 | -7.72% | Q4 2025 | Feb 02, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 29,140 | 1,453 | 0.09% | 0.09% | 139 | +2,142 | 7.93% | Q4 2025 | Feb 17, 2026 |
| Clarus Group, Inc. | History | No change | 29,076 | 1,450 | 0.52% | 0.51% | 140 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | New | 29,000 | 1,446 | 0.92% | — | 141 | +29,000 | New | Q4 2025 | Feb 04, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 27,340 | 1,363 | 0.9% | 0.91% | 142 | -1,158 | -4.06% | Q4 2025 | Feb 10, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 25,732 | 1,283 | 0.14% | 0.13% | 143 | +2,880 | 12.6% | Q4 2025 | Jan 08, 2026 |
| Global Retirement Partners, LLC | History | Added to | 25,654 | 1,279 | 0.02% | 0.03% | 144 | +110 | 0.43% | Q4 2025 | Feb 06, 2026 |
| Cane Capital Partners, LLC | History | New | 25,100 | 1,251 | 0.49% | — | 145 | +25,100 | New | Q4 2025 | Jan 21, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 24,866 | 1,240 | 0.02% | 0.01% | 146 | +18,688 | 302.49% | Q4 2025 | Jan 16, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 24,781 | 1,236 | 0.3% | 0.28% | 147 | +3,684 | 17.46% | Q4 2025 | Feb 27, 2026 |
| Prostatis Group LLC | History | Added to | 24,057 | 1,199 | 0.29% | 0.26% | 148 | +3,049 | 14.51% | Q4 2025 | Feb 17, 2026 |
| Investment Research Partners LLC | History | No change | 23,630 | 1,178 | 0.51% | 0.53% | 149 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 23,183 | 1,156 | 0.42% | 0.56% | 150 | -7,856 | -25.31% | Q4 2025 | Jan 22, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 23,104 | 1,152 | 0.13% | 0.19% | 151 | -11,037 | -32.33% | Q4 2025 | Jan 23, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 23,048 | 1,149 | 0.04% | 0.03% | 152 | +5,563 | 31.82% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 21,873 | 1,091 | 0.0% | 0.0% | 153 | +21,292 | 3664.72% | Q4 2025 | Jan 26, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 50,370 | 1,090 | 0.03% | 0.05% | 154 | -2,331 | -4.42% | Q4 2025 | Feb 11, 2026 |
| Harbour Capital Advisors, LLC | History | Added to | 21,815 | 1,088 | 0.22% | 0.14% | 155 | +8,425 | 62.92% | Q4 2025 | Jan 07, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 21,561 | 1,075 | 0.31% | 0.41% | 156 | -6,119 | -22.11% | Q4 2025 | Feb 09, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 21,298 | 1,062 | 0.0% | 0.0% | 157 | +4,835 | 29.37% | Q4 2025 | Feb 10, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 20,982 | 1,046 | 0.15% | 0.13% | 158 | +3,806 | 22.16% | Q4 2025 | Feb 03, 2026 |
| Lebenthal Global Advisors, LLC | History | New | 20,857 | 1,040 | 0.16% | — | 159 | +20,857 | New | Q4 2025 | Jan 28, 2026 |
| Oxbow Advisors, LLC | History | Reduced | 20,371 | 1,016 | 0.09% | 0.14% | 160 | -9,258 | -31.25% | Q4 2025 | Feb 04, 2026 |
| Core Wealth Partners LLC | History | Added to | 20,269 | 1,011 | 0.46% | 0.45% | 161 | +831 | 4.28% | Q4 2025 | Feb 17, 2026 |
| WMG Financial Advisors, LLC | History | Reduced | 20,186 | 1,006 | 0.41% | 0.73% | 162 | -23,832 | -54.14% | Q4 2025 | Jan 28, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 19,320 | 963 | 0.05% | 0.03% | 163 | +8,246 | 74.46% | Q4 2025 | Feb 05, 2026 |
| Hamilton Wealth, LLC | History | Reduced | 19,267 | 961 | 0.18% | 0.25% | 164 | -4,427 | -18.68% | Q4 2025 | Feb 19, 2026 |
| TruWealth Advisors, LLC | History | Added to | 18,623 | 928 | 0.05% | 0.05% | 165 | +3 | 0.02% | Q4 2025 | Jan 07, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 18,518 | 924 | 0.0% | 0.0% | 166 | -199 | -1.06% | Q4 2025 | Feb 11, 2026 |
| Widmann Financial Services, Inc. | History | Added to | 18,500 | 922 | 0.56% | 0.49% | 167 | +2,970 | 19.12% | Q4 2025 | Feb 18, 2026 |
| IHT Wealth Management, LLC | History | Added to | 18,436 | 919 | 0.02% | 0.02% | 168 | +332 | 1.83% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 17,774 | 886 | 0.0% | 0.0% | 169 | +7,702 | 76.47% | Q4 2025 | Jan 29, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 17,590 | 877 | 0.04% | 0.05% | 170 | -4,005 | -18.55% | Q4 2025 | Feb 10, 2026 |
| Briggs Wealth Management, Inc | History | New | 17,086 | 852 | 0.92% | — | 171 | +17,086 | New | Q4 2025 | Feb 19, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 16,727 | 834 | 0.52% | 0.41% | 172 | +4,788 | 40.1% | Q4 2025 | Feb 10, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 15,791 | 788 | 0.27% | 0.26% | 173 | +1,886 | 13.56% | Q4 2025 | Jan 21, 2026 |
| Corient Private Wealth LLC | History | Added to | 15,787 | 787 | 0.0% | 0.0% | 174 | +3,514 | 28.63% | Q4 2025 | Mar 09, 2026 |
| Claris Financial LLC | History | New | 15,753 | 785 | 0.42% | — | 175 | +15,753 | New | Q4 2025 | Feb 19, 2026 |
| Intrua Financial, LLC | History | Added to | 15,609 | 778 | 0.08% | 0.02% | 176 | +11,520 | 281.73% | Q4 2025 | Feb 05, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Reduced | 15,611 | 778 | 0.28% | 0.36% | 177 | -3,862 | -19.83% | Q4 2025 | Feb 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 15,591 | 777 | 0.01% | 0.01% | 178 | +243 | 1.58% | Q4 2025 | Feb 12, 2026 |
| Trilogy Capital Inc. | History | Added to | 15,309 | 763 | 0.03% | 0.03% | 179 | +2,591 | 20.37% | Q4 2025 | Jan 22, 2026 |
| Tidemark, LLC | History | Added to | 15,237 | 760 | 0.22% | 0.21% | 180 | +774 | 5.35% | Q4 2025 | Feb 10, 2026 |
| Spire Wealth Management | History | Added to | 15,126 | 754 | 0.03% | 0.02% | 181 | +3,525 | 30.39% | Q4 2025 | Jan 14, 2026 |
| FELL CAPITAL MANAGEMENT /ADV | History | New | 14,850 | 740 | 0.72% | — | 182 | +14,850 | New | Q4 2025 | Mar 27, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 14,760 | 736 | 0.03% | 0.07% | 183 | -13,571 | -47.9% | Q4 2025 | Feb 13, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 14,726 | 734 | 0.11% | 0.12% | 184 | -1,790 | -10.84% | Q4 2025 | Feb 10, 2026 |
| Apollon Financial, LLC | History | Added to | 14,709 | 733 | 0.11% | 0.05% | 185 | +8,927 | 154.39% | Q4 2025 | Jan 22, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 14,585 | 727 | 0.21% | 0.24% | 186 | -1,489 | -9.26% | Q4 2025 | Feb 09, 2026 |
| CEERA INVESTMENTS, LLC | History | Reduced | 14,452 | 720 | 0.28% | 0.24% | 187 | -638 | -4.23% | Q4 2025 | Feb 09, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 14,224 | 709 | 0.0% | 0.0% | 188 | +263 | 1.88% | Q4 2025 | Feb 17, 2026 |
| CX Institutional | History | Reduced | 14,127 | 705 | 0.02% | 0.05% | 189 | -21,403 | -60.24% | Q4 2025 | Feb 02, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 14,063 | 701 | 0.01% | 0.01% | 190 | +2,862 | 25.55% | Q4 2025 | Feb 02, 2026 |
| Aviance Capital Partners, LLC | History | New | 13,720 | 684 | 0.08% | — | 191 | +13,720 | New | Q4 2025 | Feb 06, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 13,600 | 678 | 0.02% | 0.02% | 192 | +2,000 | 17.24% | Q4 2025 | Jan 09, 2026 |
| Encompass More Asset Management | History | Reduced | 13,607 | 678 | 0.13% | 0.14% | 193 | -1,353 | -9.04% | Q4 2025 | Feb 03, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 13,529 | 674 | 0.0% | 0.0% | 194 | -1,471 | -9.81% | Q4 2025 | Jan 27, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 13,285 | 662 | 0.02% | 0.02% | 195 | -300 | -2.21% | Q4 2025 | Feb 13, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 13,122 | 654 | 0.04% | 0.04% | 196 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Impact Partnership Wealth, LLC | History | New | 12,871 | 642 | 0.08% | — | 197 | +12,871 | New | Q4 2025 | Feb 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 12,722 | 634 | 0.02% | 0.01% | 198 | +6,745 | 112.85% | Q4 2025 | Feb 06, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 12,528 | 624 | 0.02% | 0.07% | 199 | -24,374 | -66.05% | Q4 2025 | Feb 04, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 12,278 | 612 | 0.01% | 0.01% | 200 | -3,690 | -23.11% | Q4 2025 | Feb 03, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 12,206 | 608 | 0.05% | 0.09% | 201 | -8,735 | -41.71% | Q4 2025 | Jan 26, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 12,180 | 607 | 0.16% | 0.17% | 202 | -162 | -1.31% | Q4 2025 | Jan 07, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Reduced | 12,082 | 602 | 0.49% | 0.56% | 203 | -1,162 | -8.77% | Q4 2025 | Feb 03, 2026 |
| KPP Advisory Services LLC | History | Reduced | 11,736 | 585 | 0.08% | 0.09% | 204 | -112 | -0.95% | Q4 2025 | Feb 02, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 11,258 | 562 | 0.07% | 0.07% | 205 | +104 | 0.93% | Q4 2025 | Jan 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 11,226 | 559 | 0.0% | 0.0% | 206 | -7,590 | -40.34% | Q4 2025 | Feb 12, 2026 |
| Mattern Wealth Management LLC | History | New | 10,710 | 534 | 0.1% | — | 207 | +10,710 | New | Q4 2025 | Jan 16, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 10,355 | 516 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Elmwood Wealth Management, Inc. | History | No change | 10,315 | 514 | 0.16% | 0.18% | 209 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Opal Wealth Advisors, LLC | History | Reduced | 10,295 | 513 | 0.13% | 0.18% | 210 | -2,359 | -18.64% | Q4 2025 | Jan 26, 2026 |
| Outlook Wealth Advisors, LLC | History | New | 10,000 | 498 | 0.11% | — | 211 | +10,000 | New | Q4 2025 | Feb 11, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 9,865 | 492 | 0.05% | 0.05% | 212 | +38 | 0.39% | Q4 2025 | Feb 13, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | Reduced | 9,687 | 483 | 0.34% | 0.41% | 213 | -50 | -0.51% | Q4 2025 | Feb 04, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 9,126 | 455 | 0.02% | 0.03% | 214 | -2,779 | -23.34% | Q4 2025 | Feb 13, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 9,090 | 453 | 0.15% | — | 215 | +9,090 | New | Q4 2025 | Mar 27, 2026 |
| Everstar Asset Management, LLC | History | Added to | 9,013 | 449 | 0.24% | 0.19% | 216 | +2,387 | 36.02% | Q4 2025 | Feb 05, 2026 |
| Wealthstar Advisors, LLC | History | Reduced | 8,920 | 444 | 0.2% | 2.72% | 217 | -129,169 | -93.54% | Q4 2025 | Jan 30, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 8,900 | 443 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Financial Guidance Group, Inc. | History | No change | 8,900 | 443 | 0.18% | 0.2% | 219 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 8,666 | 432 | 0.01% | 0.02% | 220 | -170 | -1.92% | Q4 2025 | Jan 20, 2026 |
| Integrity Financial Corp /WA | History | No change | 8,418 | 419 | 0.21% | 0.2% | 221 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Exit Wealth Advisors, LLC. | History | New | 8,116 | 404 | 0.24% | — | 222 | +8,116 | New | Q4 2025 | Feb 10, 2026 |
| Cassilly Financial Group LLC | History | New | 8,101 | 404 | 0.36% | — | 223 | +8,101 | New | Q4 2025 | Jan 15, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 8,060 | 402 | 0.09% | 0.07% | 224 | +1,454 | 22.01% | Q4 2025 | Feb 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 8,018 | 399 | 0.01% | 0.01% | 225 | -5,117 | -38.96% | Q4 2025 | Feb 09, 2026 |
| US BANCORP \DE\ | History | No change | 7,718 | 384 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Wealthspire Retirement, LLC | History | New | 7,535 | 375 | 0.02% | — | 227 | +7,535 | New | Q4 2025 | Feb 18, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 7,503 | 374 | 0.03% | — | 228 | +7,503 | New | Q4 2025 | Jan 21, 2026 |
| Kingsview Wealth Management, LLC | History | New | 7,295 | 363 | 0.01% | — | 229 | +7,295 | New | Q4 2025 | Feb 09, 2026 |
| Strategic Advocates LLC | History | Added to | 7,223 | 360 | 0.09% | 0.08% | 230 | +1,435 | 24.79% | Q4 2025 | Feb 11, 2026 |
| EP Wealth Advisors, LLC | History | New | 7,119 | 355 | 0.0% | — | 231 | +7,119 | New | Q4 2025 | Feb 18, 2026 |
| Diversified Trust Co | History | New | 7,100 | 354 | 0.01% | — | 232 | +7,100 | New | Q4 2025 | Jan 09, 2026 |
| Tuttle Capital Management, LLC | History | Reduced | 7,000 | 349 | 0.77% | 1.51% | 233 | -1,000 | -12.5% | Q4 2025 | Jan 08, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 6,980 | 348 | 0.04% | 0.05% | 234 | -25 | -0.36% | Q4 2025 | Jan 22, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 6,925 | 345 | 0.0% | 0.0% | 235 | +2,403 | 53.14% | Q4 2025 | Feb 12, 2026 |
| Latitude Advisors, LLC | History | Added to | 6,734 | 335 | 0.15% | 0.15% | 236 | +68 | 1.02% | Q4 2025 | Jan 27, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 6,349 | 317 | 0.07% | 0.08% | 238 | +458 | 7.77% | Q4 2025 | Feb 24, 2026 |
| Belpointe Asset Management LLC | History | Added to | 6,361 | 317 | 0.01% | 0.01% | 237 | +184 | 2.98% | Q4 2025 | Jan 27, 2026 |
| Integrated Advisors Network LLC | History | New | 6,300 | 314 | 0.01% | — | 239 | +6,300 | New | Q4 2025 | Feb 17, 2026 |
| GPS Wealth Strategies Group, LLC | History | New | 6,300 | 314 | 0.27% | — | 240 | +6,300 | New | Q4 2025 | Feb 06, 2026 |
| Crown Wealth Group, LLC | History | Reduced | 6,264 | 312 | 0.09% | 0.32% | 241 | -14,993 | -70.53% | Q4 2025 | Jan 28, 2026 |
| Astra Wealth Partners LLC | History | New | 6,113 | 304 | 0.18% | — | 242 | +6,113 | New | Q4 2025 | Feb 02, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 6,089 | 303 | 0.17% | 0.18% | 243 | +1 | 0.02% | Q4 2025 | Feb 17, 2026 |
| CWA Asset Management Group, LLC | History | New | 6,037 | 301 | 0.01% | — | 244 | +6,037 | New | Q4 2025 | Jan 07, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 6,000 | 299 | 0.02% | 0.02% | 245 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Davis Wealth Advisors, LLC | History | New | 5,950 | 296 | 0.25% | — | 246 | +5,950 | New | Q4 2025 | Feb 17, 2026 |
| Westside Investment Management, Inc. | History | Added to | 5,750 | 286 | 0.05% | 0.04% | 247 | +1,000 | 21.05% | Q4 2025 | Jan 23, 2026 |
| ROYAL BANK OF CANADA | History | New | 5,681 | 284 | 0.0% | — | 248 | +5,681 | New | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Added to | 5,623 | 280 | 0.0% | 0.0% | 249 | +245 | 4.56% | Q4 2025 | Feb 05, 2026 |
| STEPHENS INC /AR/ | History | No change | 5,540 | 276 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | New | 5,426 | 270 | 0.12% | — | 251 | +5,426 | New | Q4 2025 | Feb 06, 2026 |
| Venture Visionary Partners LLC | History | No change | 5,402 | 269 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 5,375 | 268 | 0.0% | 0.0% | 253 | +5,353 | 24331.82% | Q4 2025 | Feb 17, 2026 |
| Camarda Financial Advisors, LLC | History | Reduced | 5,298 | 264 | 0.1% | 0.12% | 254 | -1,067 | -16.76% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Added to | 5,249 | 261 | 0.0% | 0.0% | 255 | +2 | 0.04% | Q4 2025 | Feb 13, 2026 |
| Centerpoint Advisory Group | History | Reduced | 5,215 | 260 | 0.2% | 0.28% | 256 | -2,000 | -27.72% | Q4 2025 | Feb 03, 2026 |
| Quantinno Capital Management LP | History | No change | 5,013 | 250 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 5,013 | 250 | 0.02% | 0.02% | 258 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Occidental Asset Management, LLC | History | No change | 5,000 | 249 | 0.03% | 0.03% | 259 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| WESPAC Advisors, LLC | History | Reduced | 4,981 | 248 | 0.13% | 0.15% | 260 | -319 | -6.02% | Q4 2025 | Jan 14, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 4,900 | 244 | 0.01% | 0.02% | 261 | -389 | -7.35% | Q4 2025 | Jan 12, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 4,851 | 242 | 0.01% | 0.01% | 262 | +848 | 21.18% | Q4 2025 | Jan 09, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 4,851 | 241 | 0.0% | 0.0% | 263 | +693 | 16.67% | Q4 2025 | Feb 19, 2026 |
| Rockport Wealth LLC | History | New | 4,794 | 239 | 0.05% | — | 264 | +4,794 | New | Q4 2025 | Feb 06, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 4,763 | 237 | 0.1% | 0.11% | 265 | -300 | -5.93% | Q4 2025 | Feb 17, 2026 |
| Integras Partners LLC | History | New | 4,719 | 235 | 0.19% | — | 266 | +4,719 | New | Q4 2025 | Jan 29, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 4,625 | 230 | 0.09% | 0.19% | 267 | -4,891 | -51.4% | Q4 2025 | Feb 13, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Added to | 4,607 | 230 | 0.13% | 0.11% | 268 | +646 | 16.31% | Q4 2025 | Feb 18, 2026 |
| Ballast Financial Advisors LLC | History | New | 4,596 | 229 | 0.24% | — | 270 | +4,596 | New | Q4 2025 | Feb 17, 2026 |
| American Institute for Advanced Investment Management, LLP | History | No change | 4,600 | 229 | 0.15% | 0.15% | 269 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Reduced | 4,590 | 228 | 0.04% | 0.04% | 271 | -376 | -7.57% | Q4 2025 | Jan 16, 2026 |
| Roxbury Financial LLC | History | New | 4,506 | 224 | 0.2% | — | 272 | +4,506 | New | Q4 2025 | Jan 05, 2026 |
| Summit Place Financial Advisors, LLC | History | No change | 4,400 | 219 | 0.11% | 0.1% | 273 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Indivisible Partners | History | New | 4,364 | 217 | 0.02% | — | 274 | +4,364 | New | Q4 2025 | Feb 03, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 4,321 | 215 | 0.01% | — | 275 | +4,321 | New | Q4 2025 | Feb 03, 2026 |
| Elevation Wealth Management LLC | History | New | 4,295 | 214 | 0.21% | — | 276 | +4,295 | New | Q4 2025 | Feb 12, 2026 |
| Bank of New York Mellon Corp | History | New | 4,209 | 209 | 0.0% | — | 277 | +4,209 | New | Q4 2025 | Feb 10, 2026 |
| Dakota Wealth Management | History | New | 4,149 | 206 | 0.0% | — | 278 | +4,149 | New | Q4 2025 | Jan 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 4,011 | 200 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Banque Cantonale Vaudoise | History | No change | 3,061 | 153 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GoalVest Advisory LLC | History | Reduced | 2,870 | 143 | 0.03% | 0.04% | 281 | -791 | -21.61% | Q4 2025 | Jan 05, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 2,846 | 141 | 0.07% | 0.06% | 282 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Luminist Capital LLC | History | Added to | 2,804 | 139 | 0.17% | 0.1% | 283 | +523 | 22.93% | Q4 2025 | Feb 13, 2026 |
| Turning Point Benefit Group, Inc. | History | Reduced | 2,783 | 138 | 0.07% | 0.11% | 284 | -1,003 | -26.49% | Q4 2025 | Jan 30, 2026 |
| S.A. Mason LLC | History | No change | 2,300 | 114 | 0.05% | 0.05% | 285 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Added to | 2,251 | 112 | 0.0% | 0.0% | 286 | +1,864 | 481.65% | Q4 2025 | Feb 17, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 1,931 | 96 | 0.01% | 0.01% | 287 | -1,191 | -38.15% | Q4 2025 | Feb 20, 2026 |
| LRI Investments, LLC | History | New | 1,801 | 89 | 0.01% | — | 288 | +1,801 | New | Q4 2025 | Feb 04, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,200 | 59 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,102 | 54 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Allworth Financial LP | History | New | 814 | 40 | 0.0% | — | 291 | +814 | New | Q4 2025 | Feb 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 709 | 35 | 0.0% | 0.0% | 292 | -132 | -15.7% | Q4 2025 | Feb 06, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 600 | 29 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 565 | 28 | 0.0% | 0.0% | 294 | -23 | -3.91% | Q4 2025 | Jan 13, 2026 |
| NBC SECURITIES, INC. | History | No change | 500 | 24 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TSFG, LLC | History | No change | 438 | 22 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Sankala Group LLC | History | New | 408 | 20 | 0.02% | — | 297 | +408 | New | Q4 2025 | Mar 02, 2026 |
| NBT BANK N A /NY | History | New | 50 | 18 | 0.0% | — | 298 | +50 | New | Q4 2025 | Jan 23, 2026 |
| North Star Investment Management Corp. | History | New | 311 | 15 | 0.0% | — | 299 | +311 | New | Q4 2025 | Jan 30, 2026 |
| SIGNATUREFD, LLC | History | Added to | 120 | 6 | 0.0% | 0.0% | 301 | +1 | 0.84% | Q4 2025 | Jan 20, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 135 | 6 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Elevated Capital Advisors, LLC | History | New | 89 | 4 | 0.0% | — | 302 | +89 | New | Q4 2025 | Jan 27, 2026 |
| Coston, McIsaac & Partners | History | New | 50 | 2 | 0.0% | — | 303 | +50 | New | Q4 2025 | Feb 03, 2026 |
| Strong Tower Advisory Services | History | Closed out | 0 | 0 | — | 3.25% | — | -342,799 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.3% | — | -217,126 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Rareview Capital LLC | History | Closed out | 0 | 0 | — | 1.42% | — | -46,423 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TABLEAUX LLC | History | Closed out | 0 | 0 | — | 0.8% | — | -40,024 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Accredited Investors Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -22,534 | -100.0% | Q3 2025 | Oct 30, 2025 |
| D.A. DAVIDSON & CO. | History | Closed out | 0 | 0 | — | 0.01% | — | -17,286 | -100.0% | Q3 2025 | Oct 22, 2025 |
| SteelPeak Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,730 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Quartz Partners, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -9,545 | -100.0% | Q3 2025 | Nov 13, 2025 |
| RiverTree Advisors, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -8,006 | -100.0% | Q3 2025 | Nov 04, 2025 |
| VISTA FINANCE, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -7,465 | -100.0% | Q3 2025 | Oct 08, 2025 |
| GWN SECURITIES INC. | History | Closed out | 0 | 0 | — | 0.06% | — | -5,125 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -5,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WT Wealth Management | History | Closed out | 0 | 0 | — | 0.07% | — | -4,876 | -100.0% | Q3 2025 | Oct 22, 2025 |
| ARGUS INVESTORS' COUNSEL, INC. | History | Closed out | 0 | 0 | — | 0.19% | — | -4,748 | -100.0% | Q3 2025 | Oct 28, 2025 |
| PFG Investments, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,748 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Kovack Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -4,586 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Arkadios Wealth Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -4,228 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Genesee Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,177 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Lindenwold Advisors, INC | History | Closed out | 0 | 0 | — | 0.1% | — | -4,149 | -100.0% | Q3 2025 | Dec 16, 2025 |
| Realta Investment Advisors | History | Closed out | 0 | 0 | — | 0.04% | — | -2,500 | -100.0% | Q3 2025 | Oct 23, 2025 |
| ARMSTRONG ADVISORY GROUP, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -901 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q3 2025 | Oct 22, 2025 |
| DHJJ Financial Advisors, Ltd. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |