FIRST TRUST EXCHANGE-TRADED FUND VI - TDIV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 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 | 2,834,906 | 274,532 | 0.07% | 0.08% | 1 | +40,614 | 1.45% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Reduced | 1,864,983 | 180,605 | 0.01% | 0.01% | 2 | -23,702 | -1.25% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,563,891 | 151,447 | 0.03% | 0.03% | 3 | +75,624 | 5.08% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,380,642 | 133,701 | 0.01% | 0.01% | 4 | +21,033 | 1.55% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,320,879 | 127,913 | 0.04% | 0.04% | 5 | -35,363 | -2.61% | Q4 2025 | Feb 18, 2026 |
| UBS Group AG | History | Reduced | 1,093,784 | 105,922 | 0.02% | 0.02% | 6 | -2,151 | -0.2% | Q4 2025 | Jan 29, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Added to | 1,059,649 | 102,616 | 7.86% | 9.51% | 7 | +97,726 | 10.16% | Q4 2025 | Jan 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 815,390 | 78,962 | 0.02% | 0.02% | 8 | -13,836 | -1.67% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 609,685 | 59,042 | 0.01% | — | 9 | +609,685 | New | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 527,400 | 51,080 | 0.01% | 0.01% | 10 | +114,589 | 27.76% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 491,245 | 47,572 | 0.05% | 0.06% | 11 | +6,412 | 1.32% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 415,866 | 40,082 | 0.21% | 0.26% | 12 | +1,382 | 0.33% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 398,616 | 38,608 | 0.06% | 0.05% | 13 | +3,005 | 0.76% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 381,901 | 36,983 | 0.05% | 0.05% | 14 | -15,023 | -3.78% | Q4 2025 | Feb 12, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 376,610 | 36,470 | 2.09% | 3.54% | 15 | +15,258 | 4.22% | Q4 2025 | Jan 29, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 312,001 | 30,215 | 0.03% | 0.03% | 16 | +15,431 | 5.2% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 300,492 | 29,099 | 0.11% | 0.1% | 17 | +72,788 | 31.97% | Q4 2025 | Feb 18, 2026 |
| Creative Planning | History | Reduced | 269,100 | 26,059 | 0.02% | 0.02% | 18 | -6,506 | -2.36% | Q4 2025 | Feb 17, 2026 |
| Flaharty Asset Management, LLC | History | Reduced | 264,785 | 25,641 | 3.2% | 3.46% | 19 | -11,620 | -4.2% | Q4 2025 | Feb 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 263,243 | 25,492 | 0.07% | 0.07% | 20 | +6,268 | 2.44% | Q4 2025 | Feb 05, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 261,023 | 25,277 | 0.79% | 0.83% | 21 | -8,013 | -2.98% | Q4 2025 | Jan 05, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 205,250 | 19,876 | 0.12% | 0.13% | 22 | -5,096 | -2.42% | Q4 2025 | Jan 29, 2026 |
| IFP Advisors, Inc | History | Added to | 178,722 | 17,307 | 0.39% | 0.44% | 23 | +5,182 | 2.99% | Q4 2025 | Feb 06, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 171,109 | 16,570 | 0.04% | 0.04% | 24 | -840 | -0.49% | Q4 2025 | Feb 11, 2026 |
| ASSETMARK, INC | History | Added to | 169,089 | 16,374 | 0.03% | 0.03% | 25 | +7,941 | 4.93% | Q4 2025 | Jan 23, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 164,765 | 15,960 | 0.18% | 0.16% | 26 | +23,439 | 16.59% | Q4 2025 | Feb 02, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 153,638 | 14,878 | 0.1% | 0.11% | 27 | -3,089 | -1.97% | Q4 2025 | Feb 17, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 143,922 | 13,937 | 0.65% | 0.68% | 28 | +3,475 | 2.47% | Q4 2025 | Feb 13, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 142,745 | 13,823 | 1.72% | 1.86% | 29 | -383 | -0.27% | Q4 2025 | Feb 13, 2026 |
| Crumly & Associates Inc. | History | Added to | 139,472 | 13,506 | 2.83% | 2.73% | 30 | +13,073 | 10.34% | Q4 2025 | Jan 14, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Added to | 138,131 | 13,376 | 4.85% | 4.16% | 31 | +27,103 | 24.41% | Q4 2025 | Jan 13, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | Reduced | 137,729 | 13,337 | 5.7% | 5.89% | 32 | -332 | -0.24% | Q4 2025 | Jan 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 99,591 | 9,644 | 0.11% | 0.12% | 33 | -1,576 | -1.56% | Q4 2025 | Jan 20, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 94,373 | 9,139 | 0.01% | 0.01% | 34 | +24,050 | 34.2% | Q4 2025 | Feb 02, 2026 |
| Private Wealth Group, LLC | History | Added to | 94,282 | 9,130 | 4.38% | 4.57% | 35 | +1,072 | 1.15% | Q4 2025 | Jan 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 84,230 | 8,156 | 0.06% | 0.08% | 36 | -21,258 | -20.15% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 81,541 | 7,896 | 0.02% | 0.02% | 37 | +7,303 | 9.84% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 75,619 | 7,322 | 0.04% | 0.04% | 38 | -920 | -1.2% | Q4 2025 | Feb 12, 2026 |
| US BANCORP \DE\ | History | Added to | 70,642 | 6,840 | 0.01% | 0.01% | 39 | +3,421 | 5.09% | Q4 2025 | Jan 30, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 70,277 | 6,805 | 0.02% | 0.03% | 40 | -1,774 | -2.46% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 65,720 | 6,364 | 0.01% | 0.01% | 41 | +8,401 | 14.66% | Q4 2025 | Mar 16, 2026 |
| StoneX Group Inc. | History | Added to | 64,939 | 6,288 | 0.27% | 0.23% | 42 | +12,179 | 23.08% | Q4 2025 | Feb 12, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | Reduced | 64,022 | 6,200 | 3.01% | 4.41% | 43 | -17,489 | -21.46% | Q4 2025 | Jan 26, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 61,216 | 5,928 | 0.5% | 0.52% | 44 | -248 | -0.4% | Q4 2025 | Jan 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 60,398 | 5,848 | 0.02% | 0.03% | 45 | -1,759 | -2.83% | Q4 2025 | Feb 13, 2026 |
| Sigma Planning Corp | History | Reduced | 58,445 | 5,659 | 0.16% | 0.22% | 46 | -19,496 | -25.01% | Q4 2025 | Jan 30, 2026 |
| Catalyst Investment Management LLC | History | New | 57,703 | 5,587 | 5.29% | — | 47 | +57,703 | New | Q4 2025 | Feb 20, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 57,676 | 5,585 | 0.01% | — | 48 | +57,676 | New | Q4 2025 | Feb 17, 2026 |
| Hobart Private Capital, LLC | History | Added to | 56,709 | 5,491 | 1.07% | 1.07% | 49 | +4,765 | 9.17% | Q4 2025 | Jan 27, 2026 |
| Concorde Asset Management, LLC | History | Added to | 55,832 | 5,406 | 2.16% | 2.27% | 50 | +1,467 | 2.7% | Q4 2025 | Feb 13, 2026 |
| Wealth Management Associates, Inc. | History | Reduced | 55,424 | 5,367 | 1.87% | 1.97% | 51 | -875 | -1.55% | Q4 2025 | Jan 20, 2026 |
| Bank of New York Mellon Corp | History | Added to | 53,901 | 5,219 | 0.0% | 0.0% | 52 | +827 | 1.56% | Q4 2025 | Feb 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 51,995 | 5,035 | 0.0% | 0.0% | 53 | +9,313 | 21.82% | Q4 2025 | Feb 17, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 51,658 | 5,002 | 0.13% | 0.14% | 54 | -887 | -1.69% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 51,213 | 4,959 | 0.1% | 0.12% | 55 | -3,015 | -5.56% | Q4 2025 | Feb 09, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 50,669 | 4,906 | 0.55% | 0.65% | 56 | +2,032 | 4.18% | Q4 2025 | Feb 11, 2026 |
| Prospera Financial Services Inc | History | Added to | 50,626 | 4,902 | 0.08% | 0.08% | 57 | +1,917 | 3.94% | Q4 2025 | Feb 09, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 50,100 | 4,851 | 0.0% | 0.01% | 58 | -99,900 | -66.6% | Q4 2025 | Feb 10, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 48,322 | 4,679 | 1.97% | 2.04% | 59 | -184 | -0.38% | Q4 2025 | Feb 05, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Reduced | 45,940 | 4,448 | 2.56% | 2.65% | 60 | -322 | -0.7% | Q4 2025 | Jan 15, 2026 |
| Great Diamond Partners, LLC | History | Reduced | 45,844 | 4,439 | 0.85% | 0.9% | 61 | -1,448 | -3.06% | Q4 2025 | Feb 06, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 45,653 | 4,421 | 0.5% | 0.47% | 62 | +3,453 | 8.18% | Q4 2025 | Jan 21, 2026 |
| CWM, LLC | History | Reduced | 45,187 | 4,376 | 0.01% | 0.01% | 63 | -854 | -1.85% | Q4 2025 | Jan 26, 2026 |
| Ranch Capital Advisors Inc. | History | Added to | 42,916 | 4,155 | 1.53% | 1.62% | 64 | +550 | 1.3% | Q4 2025 | Feb 05, 2026 |
| Lido Advisors, LLC | History | Added to | 42,123 | 4,151 | 0.01% | 0.01% | 65 | +298 | 0.71% | Q4 2025 | Feb 10, 2026 |
| World Investment Advisors | History | Reduced | 42,836 | 4,148 | 0.07% | 0.09% | 66 | -3,156 | -6.86% | Q4 2025 | Mar 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 42,818 | 4,146 | 0.0% | 0.0% | 67 | -397 | -0.92% | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 39,426 | 3,940 | 0.01% | 0.01% | 68 | -1,354 | -3.32% | Q4 2025 | Jan 08, 2026 |
| Atria Investments, Inc | History | Reduced | 40,316 | 3,904 | 0.04% | 0.05% | 69 | -563 | -1.38% | Q4 2025 | Feb 05, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Reduced | 39,989 | 3,872 | 2.76% | 2.89% | 70 | -220 | -0.55% | Q4 2025 | Jan 14, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 39,836 | 3,857 | 0.73% | 0.91% | 72 | -6,133 | -13.34% | Q4 2025 | Feb 17, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 39,469 | 3,857 | 0.26% | 0.28% | 71 | +1,236 | 3.23% | Q4 2025 | Jan 15, 2026 |
| Wealthfront Advisers LLC | History | Added to | 39,555 | 3,830 | 0.01% | 0.01% | 73 | +812 | 2.1% | Q4 2025 | Jan 30, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 38,488 | 3,727 | 0.28% | 0.24% | 74 | +212 | 0.55% | Q4 2025 | Feb 17, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 38,097 | 3,689 | 1.33% | 1.56% | 75 | -1,345 | -3.41% | Q4 2025 | Jan 26, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Added to | 37,811 | 3,661 | 2.63% | 2.61% | 76 | +1,847 | 5.14% | Q4 2025 | Jan 27, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 36,142 | 3,542 | 0.09% | 0.1% | 77 | -1,845 | -4.86% | Q4 2025 | Jan 28, 2026 |
| Private Advisor Group, LLC | History | Added to | 35,756 | 3,462 | 0.02% | 0.02% | 78 | +2,030 | 6.02% | Q4 2025 | Feb 17, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 35,619 | 3,449 | 1.24% | 1.22% | 79 | +1,765 | 5.21% | Q4 2025 | Jan 26, 2026 |
| AE Wealth Management LLC | History | Reduced | 35,267 | 3,415 | 0.02% | 0.02% | 80 | -1,883 | -5.07% | Q4 2025 | Jan 26, 2026 |
| Mariner, LLC | History | Added to | 32,676 | 3,164 | 0.0% | 0.0% | 81 | +2,106 | 6.89% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 31,788 | 3,078 | 0.0% | 0.0% | 82 | +2,197 | 7.42% | Q4 2025 | Feb 10, 2026 |
| Paller Financial Services Inc | History | New | 31,202 | 3,021 | 2.42% | — | 83 | +31,202 | New | Q4 2025 | Jan 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 30,985 | 3,000 | 0.0% | 0.0% | 84 | +1,109 | 3.71% | Q4 2025 | Feb 13, 2026 |
| Ballew Advisors, Inc | History | Reduced | 29,830 | 2,964 | 1.67% | 1.7% | 85 | -966 | -3.14% | Q4 2025 | Jan 14, 2026 |
| Ayalon Insurance Comp Ltd. | History | No change | 30,589 | 2,962 | 0.72% | 0.76% | 86 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Kaydan Wealth Management, Inc. | History | Added to | 30,082 | 2,913 | 0.84% | 0.84% | 87 | +94 | 0.31% | Q4 2025 | Jan 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 29,713 | 2,877 | 0.04% | 0.01% | 88 | +20,116 | 209.61% | Q4 2025 | Jan 29, 2026 |
| Sagace Wealth Management LLC | History | Reduced | 29,319 | 2,839 | 1.93% | 2.03% | 89 | -985 | -3.25% | Q4 2025 | Feb 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 28,846 | 2,793 | 0.0% | 0.0% | 90 | +3,759 | 14.98% | Q4 2025 | Mar 25, 2026 |
| Eagle Strategies LLC | History | Reduced | 28,181 | 2,729 | 0.35% | 0.4% | 91 | -2,017 | -6.68% | Q4 2025 | Jan 23, 2026 |
| Regal Investment Advisors LLC | History | Added to | 27,838 | 2,695 | 0.16% | 0.18% | 92 | +10 | 0.04% | Q4 2025 | Feb 17, 2026 |
| Jackson Wealth Management, LLC | History | Added to | 27,616 | 2,674 | 0.26% | 0.26% | 93 | +1,502 | 5.75% | Q4 2025 | Jan 20, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 25,639 | 2,505 | 0.25% | 0.27% | 94 | +11 | 0.04% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | New | 25,160 | 2,436 | 0.07% | — | 95 | +25,160 | New | Q4 2025 | Feb 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 25,121 | 2,428 | 0.06% | 0.07% | 96 | -12,883 | -33.9% | Q4 2025 | Feb 11, 2026 |
| Biondo Investment Advisors, LLC | History | Added to | 24,367 | 2,359 | 0.29% | 0.3% | 97 | +160 | 0.66% | Q4 2025 | Feb 13, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 23,952 | 2,319 | 0.1% | 0.1% | 98 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| OneAscent Financial Services LLC | History | Added to | 23,909 | 2,315 | 0.21% | 0.04% | 99 | +20,395 | 580.39% | Q4 2025 | Feb 11, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 23,791 | 2,303 | 0.01% | 0.01% | 100 | +833 | 3.63% | Q4 2025 | Jan 29, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 23,482 | 2,273 | 0.72% | 0.78% | 101 | -451 | -1.88% | Q4 2025 | Feb 03, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 22,986 | 2,225 | 0.98% | 0.99% | 102 | -4 | -0.02% | Q4 2025 | Feb 17, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 22,635 | 2,191 | 0.14% | 0.15% | 103 | +289 | 1.29% | Q4 2025 | Feb 05, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 22,598 | 2,188 | 0.03% | 0.03% | 104 | -54 | -0.24% | Q4 2025 | Feb 09, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 21,902 | 2,121 | 0.0% | 0.0% | 105 | +6,354 | 40.87% | Q4 2025 | Feb 05, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 21,220 | 2,054 | 0.03% | 0.03% | 106 | -788 | -3.58% | Q4 2025 | Feb 02, 2026 |
| HighTower Advisors, LLC | History | Added to | 20,848 | 2,018 | 0.0% | 0.0% | 107 | +438 | 2.15% | Q4 2025 | Feb 06, 2026 |
| MTM Investment Management, LLC | History | Added to | 20,523 | 1,987 | 0.63% | 0.63% | 108 | +556 | 2.78% | Q4 2025 | Feb 09, 2026 |
| Focus Partners Wealth | History | Added to | 20,436 | 1,979 | 0.0% | 0.0% | 109 | +2,279 | 12.55% | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 20,126 | 1,949 | 0.02% | 0.02% | 110 | -958 | -4.54% | Q4 2025 | Feb 13, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 19,733 | 1,910 | 0.02% | 0.03% | 111 | -406 | -2.02% | Q4 2025 | Feb 03, 2026 |
| Brookstone Capital Management | History | Added to | 19,689 | 1,906 | 0.02% | 0.02% | 112 | +53 | 0.27% | Q4 2025 | Jan 15, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 19,637 | 1,901 | 0.63% | 0.68% | 113 | -748 | -3.67% | Q4 2025 | Jan 23, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 19,344 | 1,873 | 0.05% | 0.05% | 114 | +4,616 | 31.34% | Q4 2025 | Feb 12, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Reduced | 19,087 | 1,848 | 0.93% | 1.0% | 115 | -13 | -0.07% | Q4 2025 | Feb 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 18,722 | 1,813 | 0.0% | 0.0% | 116 | -635 | -3.28% | Q4 2025 | Feb 18, 2026 |
| Wedmont Private Capital | History | No change | 18,344 | 1,811 | 0.06% | 0.07% | 117 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Huntleigh Advisors, Inc. | History | Reduced | 18,435 | 1,785 | 0.3% | 0.35% | 118 | -2,619 | -12.44% | Q4 2025 | Jan 29, 2026 |
| LeClair Wealth Partners LLC | History | No change | 18,027 | 1,745 | 1.01% | 1.11% | 119 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Apeiron RIA LLC | History | Reduced | 17,145 | 1,710 | 0.35% | 0.41% | 120 | -1,002 | -5.52% | Q4 2025 | Feb 03, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 17,494 | 1,694 | 0.03% | 0.05% | 121 | -3,372 | -16.16% | Q4 2025 | Feb 06, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 17,100 | 1,656 | 0.02% | 0.04% | 122 | -5,851 | -25.49% | Q4 2025 | Jan 29, 2026 |
| Randall & Associates Wealth Management | History | Reduced | 17,062 | 1,652 | 1.15% | 1.33% | 123 | -1,548 | -8.32% | Q4 2025 | Jan 14, 2026 |
| COMERICA BANK | History | Reduced | 16,117 | 1,560 | 0.01% | 0.01% | 124 | -3,008 | -15.73% | Q4 2025 | Jan 29, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 15,699 | 1,520 | 0.07% | 0.09% | 125 | +584 | 3.86% | Q4 2025 | Jan 28, 2026 |
| Retirement Planning Co of New England, Inc. | History | Added to | 15,506 | 1,501 | 0.6% | 0.61% | 126 | +92 | 0.6% | Q4 2025 | Jan 28, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 15,440 | 1,495 | 0.1% | 0.11% | 127 | -1,559 | -9.17% | Q4 2025 | Feb 03, 2026 |
| Sequent Planning LLC | History | No change | 15,359 | 1,487 | 0.38% | 0.43% | 128 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 15,319 | 1,483 | 0.16% | 0.06% | 129 | +9,738 | 174.48% | Q4 2025 | Jan 23, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 15,225 | 1,474 | 0.08% | 0.07% | 130 | +1,813 | 13.52% | Q4 2025 | Feb 05, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 15,113 | 1,463 | 0.03% | 0.03% | 131 | +1,270 | 9.17% | Q4 2025 | Feb 12, 2026 |
| Holistic Financial Partners | History | Reduced | 14,960 | 1,448 | 0.53% | 0.61% | 132 | -58 | -0.39% | Q4 2025 | Jan 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 14,931 | 1,445 | 0.04% | 0.04% | 133 | +316 | 2.16% | Q4 2025 | Jan 29, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 14,828 | 1,435 | 0.15% | 0.16% | 134 | +9 | 0.06% | Q4 2025 | Feb 13, 2026 |
| Blackhawk Capital Partners, LLC | History | Reduced | 14,731 | 1,426 | 0.54% | 0.63% | 135 | -1,712 | -10.41% | Q4 2025 | Feb 04, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 14,581 | 1,412 | 2.67% | — | 136 | +14,581 | New | Q4 2025 | Feb 18, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 14,786 | 1,404 | 0.1% | 0.13% | 137 | -295 | -1.96% | Q4 2025 | Feb 02, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 14,105 | 1,365 | 0.0% | 0.0% | 138 | -15,438 | -52.26% | Q4 2025 | Feb 17, 2026 |
| Financial Planning Hawaii, Inc. | History | New | 14,022 | 1,357 | 0.78% | — | 139 | +14,022 | New | Q4 2025 | Jan 15, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 13,778 | 1,334 | 0.36% | 0.38% | 140 | +77 | 0.56% | Q4 2025 | Jan 27, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 13,181 | 1,276 | 0.03% | 0.03% | 141 | +306 | 2.38% | Q4 2025 | Feb 03, 2026 |
| Allen Capital Group, LLC | History | Reduced | 13,136 | 1,272 | 0.12% | 0.13% | 142 | -344 | -2.55% | Q4 2025 | Feb 09, 2026 |
| Reliant Investment Partners, LLC | History | Reduced | 12,828 | 1,242 | 0.97% | 1.01% | 143 | -115 | -0.89% | Q4 2025 | Feb 06, 2026 |
| KINTRA WEALTH, LLC | History | New | 12,632 | 1,223 | 0.17% | — | 144 | +12,632 | New | Q4 2025 | Feb 18, 2026 |
| FMR LLC | History | Reduced | 12,579 | 1,218 | 0.0% | 0.0% | 145 | -495 | -3.79% | Q4 2025 | Feb 17, 2026 |
| Plus Group Wealth Advisors LLC | History | New | 12,353 | 1,196 | 1.33% | — | 146 | +12,353 | New | Q4 2025 | Feb 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 12,035 | 1,165 | 0.46% | 0.46% | 147 | +65 | 0.54% | Q4 2025 | Feb 13, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 11,980 | 1,160 | 0.03% | 0.03% | 148 | +183 | 1.55% | Q4 2025 | Feb 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 11,655 | 1,128 | 0.04% | 0.04% | 149 | -620 | -5.05% | Q4 2025 | Jan 12, 2026 |
| NOVEM GROUP | History | Added to | 11,622 | 1,125 | 0.13% | 0.09% | 150 | +3,487 | 42.86% | Q4 2025 | Jan 27, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 11,472 | 1,111 | 0.01% | 0.01% | 151 | -2,775 | -19.48% | Q4 2025 | Jan 28, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 11,423 | 1,106 | 0.0% | 0.0% | 152 | -156 | -1.35% | Q4 2025 | Feb 10, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 11,098 | 1,074 | 0.09% | 0.1% | 153 | -747 | -6.31% | Q4 2025 | Feb 09, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 11,079 | 1,072 | 0.17% | 0.2% | 154 | -213 | -1.89% | Q4 2025 | Feb 17, 2026 |
| Madrona Financial Services, LLC | History | Reduced | 10,856 | 1,051 | 0.22% | 0.24% | 155 | -292 | -2.62% | Q4 2025 | Jan 22, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 10,266 | 994 | 0.03% | 0.04% | 157 | -2,160 | -17.38% | Q4 2025 | Jan 13, 2026 |
| Element Wealth, LLC | History | Reduced | 10,271 | 994 | 0.41% | 0.44% | 156 | -101 | -0.97% | Q4 2025 | Feb 13, 2026 |
| Financial Perspectives, Inc | History | Reduced | 9,831 | 952 | 0.26% | 0.28% | 158 | -541 | -5.22% | Q4 2025 | Jan 28, 2026 |
| Arkadios Wealth Advisors | History | Added to | 9,740 | 943 | 0.02% | 0.02% | 159 | +581 | 6.34% | Q4 2025 | Feb 13, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 9,640 | 933 | 0.24% | 0.25% | 160 | +269 | 2.87% | Q4 2025 | Jan 07, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 9,595 | 929 | 0.0% | 0.01% | 161 | -762 | -7.36% | Q4 2025 | Jan 12, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 9,533 | 923 | 0.01% | 0.01% | 162 | +2,858 | 42.82% | Q4 2025 | Feb 05, 2026 |
| Clarus Wealth Advisors | History | Added to | 9,129 | 907 | 0.38% | 0.33% | 163 | +1,601 | 21.27% | Q4 2025 | Jan 14, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 9,306 | 901 | 0.03% | 0.04% | 164 | -37 | -0.4% | Q4 2025 | Feb 17, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 9,265 | 897 | 0.21% | 0.24% | 165 | -473 | -4.86% | Q4 2025 | Jan 27, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 9,196 | 890 | 0.33% | 0.17% | 166 | +4,987 | 118.48% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 9,158 | 886 | 0.06% | 0.05% | 167 | +2,858 | 45.37% | Q4 2025 | Feb 02, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 8,606 | 833 | 0.01% | 0.02% | 168 | -403 | -4.47% | Q4 2025 | Jan 22, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 8,448 | 818 | 0.02% | 0.02% | 169 | +652 | 8.36% | Q4 2025 | Jan 28, 2026 |
| Composition Wealth, LLC | History | Reduced | 8,350 | 808 | 0.01% | 0.01% | 170 | -75 | -0.89% | Q4 2025 | Feb 02, 2026 |
| Advisory Services Network, LLC | History | Reduced | 8,339 | 807 | 0.01% | 0.01% | 171 | -140 | -1.65% | Q4 2025 | Feb 17, 2026 |
| Richmond Investment Services, LLC | History | Added to | 8,320 | 805 | 0.14% | 0.15% | 172 | +6 | 0.07% | Q4 2025 | Feb 12, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 8,073 | 781 | 0.06% | 0.07% | 173 | -608 | -7.0% | Q4 2025 | Jan 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 7,964 | 771 | 0.0% | — | 174 | +7,964 | New | Q4 2025 | Feb 17, 2026 |
| Western Wealth Management, LLC | History | Added to | 7,882 | 763 | 0.04% | 0.03% | 175 | +1,186 | 17.71% | Q4 2025 | Feb 05, 2026 |
| MAI Capital Management | History | Reduced | 7,832 | 758 | 0.0% | 0.0% | 176 | -82 | -1.04% | Q4 2025 | Feb 13, 2026 |
| Mid-American Wealth Advisory Group, Inc. | History | Added to | 7,723 | 747 | 0.32% | 0.32% | 177 | +442 | 6.07% | Q4 2025 | Jan 23, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 7,701 | 745 | 0.05% | 0.05% | 178 | +335 | 4.55% | Q4 2025 | Jan 23, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 7,600 | 735 | 0.14% | 0.08% | 179 | +3,532 | 86.82% | Q4 2025 | Feb 13, 2026 |
| RFG Advisory, LLC | History | Reduced | 7,526 | 728 | 0.01% | 0.02% | 180 | -233 | -3.0% | Q4 2025 | Feb 03, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 7,387 | 715 | 0.49% | 0.47% | 181 | +665 | 9.89% | Q4 2025 | Jan 14, 2026 |
| Elevation Capital Advisory, LLC | History | New | 7,178 | 695 | 0.28% | — | 182 | +7,178 | New | Q4 2025 | Jan 26, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 7,085 | 686 | 0.0% | 0.0% | 183 | +4,385 | 162.41% | Q4 2025 | Feb 17, 2026 |
| Centerpoint Advisory Group | History | No change | 7,060 | 683 | 0.53% | 0.54% | 184 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 6,987 | 676 | 0.08% | 0.13% | 185 | -4,138 | -37.2% | Q4 2025 | Jan 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 6,900 | 668 | 0.0% | 0.0% | 186 | -7,400 | -51.75% | Q4 2025 | Feb 12, 2026 |
| Elmwood Wealth Management, Inc. | History | New | 6,809 | 659 | 0.21% | — | 187 | +6,809 | New | Q4 2025 | Jan 08, 2026 |
| Briggs Wealth Management, Inc | History | New | 6,787 | 657 | 0.71% | — | 188 | +6,787 | New | Q4 2025 | Feb 19, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 6,768 | 655 | 0.15% | 0.14% | 189 | -139 | -2.01% | Q4 2025 | Feb 02, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 6,604 | 639 | 0.01% | 0.01% | 190 | -222 | -3.25% | Q4 2025 | Feb 17, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 6,541 | 633 | 0.04% | 0.04% | 191 | -249 | -3.67% | Q4 2025 | Feb 17, 2026 |
| Florida Trust Wealth Management Co | History | No change | 6,430 | 622 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 6,383 | 618 | 0.05% | 0.05% | 193 | -250 | -3.77% | Q4 2025 | Jan 07, 2026 |
| Waterfront Wealth Inc. | History | Reduced | 6,245 | 616 | 0.12% | 0.13% | 194 | -107 | -1.68% | Q4 2025 | Jan 27, 2026 |
| PFG Investments, LLC | History | Added to | 6,198 | 600 | 0.03% | 0.03% | 195 | +155 | 2.56% | Q4 2025 | Jan 26, 2026 |
| Dominguez Wealth Management Solutions, Inc. | History | Added to | 6,107 | 591 | 0.36% | 0.38% | 196 | +14 | 0.23% | Q4 2025 | Jan 15, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 6,050 | 585 | 0.01% | 0.01% | 197 | -139 | -2.25% | Q4 2025 | Feb 13, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 5,952 | 576 | 0.18% | 0.2% | 198 | -50 | -0.83% | Q4 2025 | Jan 07, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 5,923 | 573 | 0.04% | 0.04% | 199 | -412 | -6.5% | Q4 2025 | Feb 18, 2026 |
| BEARING POINT CAPITAL, LLC | History | Added to | 5,895 | 570 | 0.09% | 0.09% | 200 | +600 | 11.33% | Q4 2025 | Feb 10, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 5,794 | 561 | 0.26% | 0.21% | 201 | +1,042 | 21.93% | Q4 2025 | Feb 09, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 5,742 | 556 | 0.02% | 0.03% | 202 | -4,075 | -41.51% | Q4 2025 | Jan 20, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 5,707 | 552 | 0.11% | 0.12% | 203 | -66 | -1.14% | Q4 2025 | Jan 23, 2026 |
| PFG Advisors | History | Reduced | 5,629 | 545 | 0.03% | 0.03% | 204 | -2,413 | -30.0% | Q4 2025 | Jan 27, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 5,575 | 539 | 0.03% | 0.03% | 205 | +9 | 0.16% | Q4 2025 | Jan 26, 2026 |
| Visionary Wealth Advisors | History | No change | 5,460 | 528 | 0.02% | 0.03% | 206 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 5,415 | 524 | 0.04% | 0.0% | 207 | +5,035 | 1325.0% | Q4 2025 | Jan 28, 2026 |
| Mutual Advisors, LLC | History | Added to | 5,396 | 522 | 0.01% | 0.01% | 208 | +182 | 3.49% | Q4 2025 | Feb 02, 2026 |
| IFG Advisory, LLC | History | Reduced | 5,343 | 517 | 0.02% | 0.03% | 209 | -400 | -6.97% | Q4 2025 | Feb 10, 2026 |
| Genesee Capital Advisors, LLC | History | Added to | 5,244 | 507 | 0.2% | 0.19% | 211 | +694 | 15.25% | Q4 2025 | Jan 16, 2026 |
| GeoWealth Management, LLC | History | Added to | 5,240 | 507 | 0.02% | 0.02% | 210 | +92 | 1.79% | Q4 2025 | Feb 17, 2026 |
| Pathway Financial Advisers, LLC | History | Reduced | 5,233 | 506 | 0.15% | 0.15% | 212 | -32 | -0.61% | Q4 2025 | Feb 06, 2026 |
| United Advisor Group, LLC | History | Added to | 5,206 | 504 | 0.06% | 0.07% | 214 | +119 | 2.34% | Q4 2025 | Jan 26, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 5,213 | 504 | 0.05% | 0.05% | 213 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CENTRAL TRUST Co | History | Reduced | 5,200 | 503 | 0.01% | 0.01% | 215 | -500 | -8.77% | Q4 2025 | Feb 02, 2026 |
| M&T BANK CORP | History | No change | 5,176 | 501 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 5,168 | 500 | 0.11% | 0.12% | 217 | +5 | 0.1% | Q4 2025 | Jan 21, 2026 |
| Krilogy Financial LLC | History | No change | 4,976 | 491 | 0.02% | 0.02% | 218 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| EP Wealth Advisors, LLC | History | New | 5,062 | 490 | 0.0% | — | 219 | +5,062 | New | Q4 2025 | Feb 18, 2026 |
| Aries Wealth Management | History | No change | 4,975 | 481 | 0.11% | 0.12% | 220 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Traction Financial Partners, LLC | History | Reduced | 4,942 | 478 | 0.28% | 0.3% | 221 | -38 | -0.76% | Q4 2025 | Jan 29, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 4,923 | 476 | 0.01% | 0.01% | 222 | +183 | 3.86% | Q4 2025 | Feb 12, 2026 |
| Strategic Financial Concepts, LLC | History | New | 4,856 | 470 | 0.43% | — | 223 | +4,856 | New | Q4 2025 | Feb 09, 2026 |
| Kovack Advisors, Inc. | History | Added to | 4,840 | 468 | 0.02% | 0.02% | 224 | +2,228 | 85.3% | Q4 2025 | Feb 17, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 4,718 | 456 | 0.01% | 0.49% | 225 | -179,342 | -97.44% | Q4 2025 | Feb 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 4,688 | 453 | 0.0% | 0.0% | 226 | +10 | 0.21% | Q4 2025 | Feb 06, 2026 |
| Quantum Private Wealth, LLC | History | No change | 4,660 | 451 | 0.13% | 0.13% | 227 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 4,633 | 448 | 0.03% | 0.03% | 228 | +714 | 18.22% | Q4 2025 | Feb 10, 2026 |
| Beacon Bank & Trust | History | Added to | 4,630 | 448 | 0.09% | 0.1% | 229 | +18 | 0.39% | Q4 2025 | Feb 17, 2026 |
| Global Assets Advisory, LLC | History | No change | 4,483 | 434 | 0.12% | 0.13% | 230 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Claro Advisors Inc. | History | Reduced | 4,462 | 432 | 0.06% | 0.07% | 231 | -530 | -10.62% | Q4 2025 | Feb 17, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 4,253 | 422 | 0.09% | 0.1% | 232 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 4,320 | 418 | 0.0% | 0.0% | 233 | +126 | 3.0% | Q4 2025 | Feb 13, 2026 |
| CX Institutional | History | Reduced | 4,165 | 403 | 0.01% | 0.02% | 234 | -2,963 | -41.57% | Q4 2025 | Feb 02, 2026 |
| STEPHENS INC /AR/ | History | Added to | 4,139 | 400 | 0.0% | 0.01% | 235 | +63 | 1.55% | Q4 2025 | Feb 05, 2026 |
| SMITH, MOORE & CO. | History | Added to | 4,111 | 398 | 0.03% | 0.02% | 236 | +832 | 25.37% | Q4 2025 | Jan 23, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 4,108 | 397 | 0.01% | 0.02% | 237 | -808 | -16.44% | Q4 2025 | Feb 13, 2026 |
| SHP Wealth Management | History | New | 4,000 | 387 | 0.03% | — | 238 | +4,000 | New | Q4 2025 | Mar 04, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Added to | 4,005 | 387 | 0.31% | 0.34% | 239 | +7 | 0.18% | Q4 2025 | Jan 21, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 3,946 | 382 | 0.07% | 0.01% | 240 | -1,692 | -30.01% | Q4 2025 | Mar 04, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | No change | 3,946 | 382 | 0.14% | 0.14% | 241 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 3,922 | 379 | 0.13% | 0.12% | 242 | +149 | 3.95% | Q4 2025 | Jan 28, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | Reduced | 3,855 | 373 | 0.13% | 0.13% | 243 | -16 | -0.41% | Q4 2025 | Jan 12, 2026 |
| Quantinno Capital Management LP | History | New | 3,683 | 356 | 0.0% | — | 244 | +3,683 | New | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | Added to | 3,631 | 351 | 0.01% | 0.01% | 245 | +90 | 2.54% | Q4 2025 | Feb 17, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Added to | 3,605 | 349 | 0.11% | 0.09% | 246 | +513 | 16.59% | Q4 2025 | Jan 29, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | Reduced | 3,581 | 346 | 0.22% | 0.3% | 247 | -726 | -16.86% | Q4 2025 | Jan 28, 2026 |
| Key FInancial Inc | History | No change | 3,519 | 340 | 0.06% | 0.06% | 248 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 3,498 | 338 | 0.02% | 0.01% | 249 | +1,346 | 62.55% | Q4 2025 | Jan 12, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 3,491 | 338 | 0.13% | 0.15% | 250 | +17 | 0.49% | Q4 2025 | Feb 05, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 3,461 | 335 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Synergy Investment Management, LLC | History | Reduced | 3,457 | 334 | 0.12% | 0.14% | 253 | -227 | -6.16% | Q4 2025 | Feb 06, 2026 |
| Trek Financial, LLC | History | Reduced | 3,459 | 334 | 0.02% | 0.02% | 252 | -85 | -2.4% | Q4 2025 | Feb 04, 2026 |
| Argent Trust Co | History | No change | 3,394 | 328 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 3,375 | 326 | 0.0% | 0.0% | 255 | +840 | 33.14% | Q4 2025 | Feb 17, 2026 |
| Owen LaRue, LLC | History | Added to | 3,371 | 326 | 0.12% | 0.13% | 256 | +21 | 0.63% | Q4 2025 | Feb 05, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 3,337 | 323 | 0.05% | 0.05% | 257 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 3,228 | 312 | 0.01% | 0.07% | 258 | -11,755 | -78.46% | Q4 2025 | Feb 09, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 3,227 | 312 | 0.08% | 0.08% | 259 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Spire Wealth Management | History | Added to | 3,185 | 308 | 0.01% | 0.01% | 260 | +854 | 36.64% | Q4 2025 | Jan 14, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 3,170 | 306 | 0.05% | — | 261 | +3,170 | New | Q4 2025 | Feb 18, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 3,165 | 306 | 0.0% | — | 262 | +3,165 | New | Q4 2025 | Feb 17, 2026 |
| TICINO WEALTH | History | New | 3,050 | 295 | 0.11% | — | 264 | +3,050 | New | Q4 2025 | Jan 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,056 | 295 | 0.0% | 0.0% | 263 | +2,020 | 194.98% | Q4 2025 | Jan 23, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 3,020 | 293 | 0.09% | 0.1% | 265 | +203 | 7.21% | Q4 2025 | Feb 10, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 3,025 | 292 | 0.04% | 0.05% | 266 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 2,959 | 292 | 0.03% | 0.04% | 267 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Columbus Macro, LLC | History | Added to | 2,996 | 290 | 0.03% | 0.03% | 269 | +678 | 29.25% | Q4 2025 | Jan 15, 2026 |
| Cerity Partners LLC | History | No change | 3,004 | 290 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 2,973 | 287 | 0.02% | 0.02% | 270 | +56 | 1.92% | Q4 2025 | Feb 03, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Reduced | 2,962 | 286 | 0.08% | 0.12% | 271 | -984 | -24.94% | Q4 2025 | Feb 05, 2026 |
| Merit Financial Group, LLC | History | Reduced | 2,951 | 285 | 0.0% | 0.0% | 272 | -648 | -18.01% | Q4 2025 | Jan 26, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 2,940 | 284 | 0.01% | 0.02% | 273 | -228 | -7.2% | Q4 2025 | Feb 17, 2026 |
| Sun Financial Inc | History | New | 2,929 | 283 | 0.16% | — | 274 | +2,929 | New | Q4 2025 | Feb 02, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 2,915 | 282 | 0.02% | 0.02% | 276 | -42 | -1.42% | Q4 2025 | Jan 30, 2026 |
| PSI Advisors, LLC | History | Added to | 2,922 | 282 | 0.07% | 0.07% | 275 | +25 | 0.86% | Q4 2025 | Feb 09, 2026 |
| Seneca House Advisors | History | Reduced | 2,883 | 279 | 0.1% | 0.12% | 277 | -47 | -1.6% | Q4 2025 | Feb 17, 2026 |
| Breachway Investments LLC | History | New | 2,872 | 278 | 0.29% | — | 278 | +2,872 | New | Q4 2025 | Jan 27, 2026 |
| Platform Technology Partners | History | Reduced | 2,861 | 277 | 0.06% | 0.07% | 279 | -10 | -0.35% | Q4 2025 | Feb 13, 2026 |
| Strategic Blueprint, LLC | History | Added to | 2,855 | 276 | 0.02% | 0.01% | 280 | +167 | 6.21% | Q4 2025 | Jan 30, 2026 |
| Omnitrust Wealth Management, Inc | History | New | 2,802 | 271 | 0.34% | — | 281 | +2,802 | New | Q4 2025 | Feb 11, 2026 |
| Neuberger Berman Group LLC | History | No change | 2,779 | 269 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Compass Financial Services Inc | History | Added to | 2,776 | 268 | 0.12% | 0.11% | 283 | +241 | 9.51% | Q4 2025 | Feb 27, 2026 |
| Sowell Financial Services LLC | History | Added to | 2,767 | 267 | 0.01% | 0.01% | 284 | +14 | 0.51% | Q4 2025 | Jan 21, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | No change | 2,750 | 266 | 0.09% | 0.1% | 285 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC | History | Reduced | 2,710 | 262 | 0.07% | 0.08% | 286 | -80 | -2.87% | Q4 2025 | Jan 22, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 2,622 | 253 | 0.01% | 0.08% | 287 | -13,735 | -83.97% | Q4 2025 | Feb 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 2,545 | 246 | 0.01% | 0.01% | 288 | -113 | -4.25% | Q4 2025 | Feb 13, 2026 |
| tru Independence LLC | History | Reduced | 2,541 | 246 | 0.06% | 0.07% | 289 | -10 | -0.39% | Q4 2025 | Jan 22, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | No change | 2,521 | 244 | 0.03% | 0.03% | 290 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | Reduced | 2,500 | 242 | 0.07% | 0.15% | 291 | -2,500 | -50.0% | Q4 2025 | Feb 06, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 2,477 | 239 | 0.0% | 0.0% | 292 | -1,233 | -33.23% | Q4 2025 | Feb 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 2,465 | 238 | 0.0% | 0.0% | 293 | +570 | 30.08% | Q4 2025 | Feb 12, 2026 |
| Sound Income Strategies, LLC | History | Added to | 2,365 | 235 | 0.01% | 0.0% | 294 | +1,514 | 177.91% | Q4 2025 | Jan 21, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 2,416 | 233 | 0.0% | 0.0% | 295 | -101 | -4.01% | Q4 2025 | Feb 17, 2026 |
| Rossby Financial, LCC | History | Reduced | 2,409 | 233 | 0.07% | 0.08% | 296 | -95 | -3.79% | Q4 2025 | Feb 12, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | No change | 2,400 | 232 | 0.06% | 0.06% | 297 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| FIRST TRUST ADVISORS LP | History | New | 2,389 | 231 | 0.0% | — | 298 | +2,389 | New | Q4 2025 | Feb 13, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 2,374 | 229 | 0.09% | 0.09% | 299 | +9 | 0.38% | Q4 2025 | Jan 21, 2026 |
| WT Wealth Management | History | Reduced | 2,331 | 225 | 0.06% | 0.07% | 300 | -119 | -4.86% | Q4 2025 | Feb 02, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 2,236 | 216 | 0.0% | 0.0% | 301 | -124 | -5.25% | Q4 2025 | Jan 16, 2026 |
| Sandbox Financial Partners, LLC | History | No change | 2,225 | 215 | 0.06% | 0.06% | 302 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Bison Wealth, LLC | History | New | 2,279 | 214 | 0.02% | — | 304 | +2,279 | New | Q4 2025 | Mar 24, 2026 |
| Wealthspire Advisors, LLC | History | No change | 2,210 | 214 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Independent Wealth Network Inc. | History | Added to | 2,206 | 213 | 0.07% | 0.07% | 305 | +88 | 4.15% | Q4 2025 | Jan 26, 2026 |
| Jacobi Capital Management LLC | History | Added to | 2,136 | 206 | 0.01% | 0.01% | 306 | +2 | 0.09% | Q4 2025 | Feb 13, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 2,120 | 205 | 0.11% | 0.12% | 307 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 2,113 | 204 | 0.03% | — | 308 | +2,113 | New | Q4 2025 | Feb 04, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | New | 2,102 | 203 | 0.1% | — | 310 | +2,102 | New | Q4 2025 | Jan 30, 2026 |
| SkyOak Wealth, LLC | History | New | 2,097 | 203 | 0.04% | — | 309 | +2,097 | New | Q4 2025 | Feb 05, 2026 |
| HOWE & RUSLING INC | History | Reduced | 2,081 | 201 | 0.01% | 0.02% | 311 | -340 | -14.04% | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,051 | 198 | 0.02% | 0.02% | 312 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 1,706 | 165 | 0.0% | 0.0% | 313 | +1,223 | 253.21% | Q4 2025 | Feb 11, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,615 | 156 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Colonial Trust Co / SC | History | No change | 1,592 | 155 | 0.02% | 0.02% | 315 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AlphaCore Capital LLC | History | New | 1,341 | 129 | 0.0% | — | 316 | +1,341 | New | Q4 2025 | Feb 05, 2026 |
| REAP Financial Group, LLC | History | Reduced | 1,329 | 128 | 0.03% | 0.03% | 317 | -17 | -1.26% | Q4 2025 | Feb 10, 2026 |
| ORG Partners LLC | History | Added to | 1,300 | 125 | 0.02% | 0.01% | 318 | +700 | 116.67% | Q4 2025 | Jan 14, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 1,229 | 119 | 0.01% | 0.01% | 319 | -400 | -24.55% | Q4 2025 | Jan 20, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 116,742 | 116 | 0.02% | 0.01% | 320 | +28,836 | 32.8% | Q4 2025 | Jan 20, 2026 |
| Larson Financial Group LLC | History | Added to | 1,142 | 110 | 0.0% | 0.0% | 321 | +79 | 7.43% | Q4 2025 | Feb 06, 2026 |
| GAMMA Investing LLC | History | No change | 1,134 | 109 | 0.01% | 0.01% | 322 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| WealthShield Partners, LLC | History | No change | 993 | 96 | 0.01% | 0.01% | 323 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Archer Investment Corp | History | No change | 1,000 | 96 | 0.02% | 0.02% | 324 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Coston, McIsaac & Partners | History | Added to | 979 | 94 | 0.02% | 0.02% | 325 | +7 | 0.72% | Q4 2025 | Feb 03, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 895 | 86 | 0.0% | 0.0% | 326 | -56 | -5.89% | Q4 2025 | Jan 20, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 887 | 85 | 0.02% | 0.02% | 327 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Asset Dedication, LLC | History | No change | 837 | 81 | 0.01% | 0.01% | 328 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| North Star Investment Management Corp. | History | No change | 812 | 78 | 0.0% | 0.01% | 329 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CITIGROUP INC | History | Reduced | 799 | 77 | 0.0% | 0.0% | 330 | -495 | -38.25% | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 775 | 75 | 0.0% | 0.0% | 331 | -50 | -6.06% | Q4 2025 | Feb 17, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 759 | 73 | 0.06% | 0.08% | 332 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 736 | 71 | 0.02% | 0.02% | 333 | -5 | -0.67% | Q4 2025 | Jan 22, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 735 | 71 | 0.02% | 0.02% | 334 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 689 | 67 | 0.0% | 0.0% | 335 | +220 | 46.91% | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 625 | 60 | 0.0% | 0.0% | 336 | +475 | 316.67% | Q4 2025 | Feb 10, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 600 | 58 | 0.01% | — | 339 | +600 | New | Q4 2025 | Feb 09, 2026 |
| WHITTIER TRUST CO | History | Added to | 583 | 58 | 0.0% | 0.0% | 338 | +3 | 0.52% | Q4 2025 | Jan 26, 2026 |
| Clearstead Advisors, LLC | History | No change | 600 | 58 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 553 | 53 | 0.02% | 0.02% | 340 | +2 | 0.36% | Q4 2025 | Jan 09, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 546 | 52 | 0.0% | 0.0% | 342 | -911 | -62.53% | Q4 2025 | Feb 17, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 540 | 52 | 0.01% | 0.01% | 341 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SageView Advisory Group, LLC | History | New | 528 | 51 | 0.0% | — | 343 | +528 | New | Q4 2025 | Feb 17, 2026 |
| Bernard Wealth Management Corp. | History | No change | 528 | 51 | 0.02% | 0.02% | 344 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 526 | 50 | 0.03% | 0.04% | 345 | -25 | -4.54% | Q4 2025 | Feb 05, 2026 |
| BIRCHBROOK, INC. | History | New | 507 | 49 | 0.02% | — | 347 | +507 | New | Q4 2025 | Feb 04, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 516 | 49 | 0.0% | 0.0% | 346 | +152 | 41.76% | Q4 2025 | Feb 06, 2026 |
| BlackRock, Inc. | History | Added to | 496 | 48 | 0.0% | 0.0% | 351 | +423 | 579.45% | Q4 2025 | Feb 12, 2026 |
| GoalVest Advisory LLC | History | Reduced | 504 | 48 | 0.01% | 0.01% | 350 | -79 | -13.55% | Q4 2025 | Jan 05, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 500 | 48 | 0.01% | 0.01% | 348 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Oakworth Capital, Inc. | History | No change | 500 | 48 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Corient Private Wealth LLC | History | Added to | 30,906 | 47 | 0.0% | 0.0% | 353 | +28,752 | 1334.82% | Q4 2025 | Mar 09, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 487 | 47 | 0.02% | 0.02% | 352 | +6 | 1.25% | Q4 2025 | Jan 21, 2026 |
| Signature Equity Partners, LLC | History | New | 481 | 46 | 0.03% | — | 355 | +481 | New | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 481 | 46 | 0.0% | 0.0% | 354 | +322 | 202.52% | Q4 2025 | Jan 21, 2026 |
| Colonial Trust Advisors | History | No change | 450 | 43 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 401 | 38 | 0.0% | — | 357 | +401 | New | Q4 2025 | Feb 05, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | New | 305 | 29 | 0.0% | — | 360 | +305 | New | Q4 2025 | Feb 10, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 306 | 29 | 0.0% | 0.0% | 358 | +1 | 0.33% | Q4 2025 | Feb 20, 2026 |
| First Pacific Financial | History | Added to | 302 | 29 | 0.0% | 0.0% | 359 | +1 | 0.33% | Q4 2025 | Jan 16, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 275 | 27 | 0.0% | — | 361 | +275 | New | Q4 2025 | Jan 15, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 245 | 23 | 0.02% | 0.02% | 362 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 229 | 22 | 0.0% | — | 364 | +229 | New | Q4 2025 | Jan 21, 2026 |
| TRUST CO OF VERMONT | History | New | 228 | 22 | 0.0% | — | 363 | +228 | New | Q4 2025 | Jan 16, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 237 | 22 | 0.0% | 0.01% | 365 | -199 | -45.64% | Q4 2025 | Feb 13, 2026 |
| Millstone Evans Group, LLC | History | No change | 202 | 19 | 0.01% | 0.01% | 366 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| FIFTH THIRD BANCORP | History | No change | 170 | 16 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 174 | 16 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 150 | 14 | 0.01% | 0.01% | 369 | -150 | -50.0% | Q4 2025 | Feb 18, 2026 |
| Rialto Wealth Management, LLC | History | New | 119 | 11 | 0.0% | — | 372 | +119 | New | Q4 2025 | Jan 12, 2026 |
| Smallwood Wealth Investment Management, LLC | History | New | 115 | 11 | 0.01% | — | 371 | +115 | New | Q4 2025 | Jan 23, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 116 | 11 | 0.0% | 0.0% | 370 | +1 | 0.87% | Q4 2025 | Jan 30, 2026 |
| Parallel Advisors, LLC | History | New | 100 | 9 | 0.0% | — | 375 | +100 | New | Q4 2025 | Feb 11, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 96 | 9 | 0.0% | 0.0% | 374 | -43 | -30.94% | Q4 2025 | Feb 26, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 100 | 9 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Avion Wealth | History | No change | 100 | 9 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Mascoma Wealth Management LLC | History | No change | 84 | 8 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 65 | 6 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 36 | 3 | 0.0% | — | 381 | +36 | New | Q4 2025 | Feb 06, 2026 |
| Blue Trust, Inc. | History | New | 36 | 3 | 0.0% | — | 382 | +36 | New | Q4 2025 | Jan 16, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 41 | 3 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 36 | 3 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| IAG Wealth Partners, LLC | History | No change | 30 | 2 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Investors Research Corp | History | New | 13 | 1 | 0.0% | — | 384 | +13 | New | Q4 2025 | Jan 06, 2026 |
| Luminist Capital LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 12 | 1 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Synergy Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -79,150 | -100.0% | Q3 2025 | Oct 21, 2025 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -47,522 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Blue Capital, Inc. | History | Closed out | 0 | 0 | — | 1.13% | — | -15,382 | -100.0% | Q3 2025 | Nov 14, 2025 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Closed out | 0 | 0 | — | 0.28% | — | -6,665 | -100.0% | Q3 2025 | Nov 12, 2025 |
| National Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -6,355 | -100.0% | Q3 2025 | Oct 31, 2025 |
| RFG - Bristol Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -5,752 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Crossmark Global Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,305 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advanced Asset Management Advisors Inc | History | Closed out | 0 | 0 | — | 0.11% | — | -4,077 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,891 | -100.0% | Q3 2025 | Nov 06, 2025 |
| FIRST CITIZENS BANK & TRUST CO | History | Closed out | 0 | 0 | — | 0.01% | — | -3,429 | -100.0% | Q3 2025 | Oct 31, 2025 |
| TCV Trust & Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -3,189 | -100.0% | Q3 2025 | Oct 23, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,072 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Summit Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,064 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,040 | -100.0% | Q3 2025 | Nov 10, 2025 |
| SEEDS INVESTOR LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,022 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,865 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Milestones Private Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -2,692 | -100.0% | Q3 2025 | Oct 22, 2025 |
| RPS ADVISORY SOLUTIONS LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -2,577 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Colonial River Investments, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -2,195 | -100.0% | Q3 2025 | Nov 13, 2025 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,195 | -100.0% | Q3 2025 | Nov 07, 2025 |
| RITHOLTZ WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -2,053 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Brookwood Investment Group LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,052 | -100.0% | Q3 2025 | Oct 21, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,119 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -701 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Accent Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -151 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q3 2025 | Dec 29, 2025 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 19, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |