BlackRock ETF Trust - THRO
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 49,825,081 | 1,921,255 | 0.57% | 0.54% | 1 | -133,711 | -0.27% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 20,374,968 | 785,658 | 0.21% | 0.2% | 2 | +1,862,261 | 10.06% | Q4 2025 | Feb 11, 2026 |
| BlackRock, Inc. | History | Added to | 12,907,761 | 497,723 | 0.01% | 0.01% | 3 | +4,764,446 | 58.51% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 10,647,530 | 410,568 | 0.03% | 0.02% | 4 | +353,519 | 3.43% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 5,722,190 | 220,647 | 0.01% | 0.01% | 5 | +1,119,115 | 24.31% | Q4 2025 | Feb 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 4,775,272 | 184,134 | 0.65% | 0.63% | 6 | +234,996 | 5.18% | Q4 2025 | Feb 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 4,602,075 | 177,456 | 0.43% | 0.39% | 7 | +765,312 | 19.95% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 3,908,631 | 150,716 | 0.16% | 0.16% | 8 | +287,331 | 7.93% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 3,569,189 | 137,627 | 0.5% | 0.54% | 9 | +445,088 | 14.25% | Q4 2025 | Feb 18, 2026 |
| CWM, LLC | History | Added to | 3,261,677 | 125,770 | 0.34% | 0.37% | 10 | +51,817 | 1.61% | Q4 2025 | Jan 26, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,196,432 | 123,254 | 0.01% | 0.01% | 11 | +200,183 | 6.68% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,631,300 | 101,462 | 0.06% | 0.04% | 12 | +1,017,618 | 63.06% | Q4 2025 | Feb 10, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 2,533,088 | 97,676 | 0.22% | 0.22% | 13 | +53,645 | 2.16% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,347,092 | 90,499 | 0.02% | 0.01% | 14 | +997,948 | 73.97% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 2,333,235 | 89,969 | 0.02% | 0.01% | 15 | +184,774 | 8.6% | Q4 2025 | Feb 10, 2026 |
| SOFI WEALTH, LLC | History | Added to | 2,118,592 | 81,692 | 4.07% | 4.05% | 16 | +130,944 | 6.59% | Q4 2025 | Jan 30, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 1,965,140 | 75,775 | 0.41% | 0.04% | 17 | +1,721,810 | 707.6% | Q4 2025 | Jan 29, 2026 |
| JB Capital LLC | History | Added to | 1,776,121 | 68,487 | 2.8% | 2.79% | 18 | +67,421 | 3.95% | Q4 2025 | Jan 20, 2026 |
| Merit Financial Group, LLC | History | Added to | 1,775,454 | 68,461 | 0.55% | 0.53% | 19 | +261,959 | 17.31% | Q4 2025 | Jan 26, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 1,653,979 | 63,777 | 0.84% | 0.84% | 20 | +127,961 | 8.39% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,428,117 | 55,068 | 0.07% | 0.06% | 21 | +181,647 | 14.57% | Q4 2025 | Feb 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 1,250,962 | 48,237 | 0.29% | 0.33% | 22 | +30,048 | 2.46% | Q4 2025 | Feb 17, 2026 |
| Advocacy Wealth Management, LLC | History | Added to | 1,142,042 | 44,037 | 1.84% | 1.79% | 23 | +52,166 | 4.79% | Q4 2025 | Feb 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 1,077,727 | 41,869 | 0.07% | 0.07% | 24 | +78,986 | 7.91% | Q4 2025 | Feb 05, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 963,086 | 37,136 | 0.03% | 0.03% | 25 | +89,397 | 10.23% | Q4 2025 | Feb 13, 2026 |
| Goldstein Advisors, LLC | History | Added to | 822,446 | 31,713 | 3.61% | 3.45% | 26 | +71,548 | 9.53% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 801,893 | 30,928 | 0.05% | 0.04% | 27 | +85,230 | 11.89% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Added to | 799,865 | 30,842 | 0.18% | 0.19% | 28 | +28,530 | 3.7% | Q4 2025 | Jan 26, 2026 |
| Ascent Group, LLC | History | Added to | 743,855 | 28,683 | 0.98% | 0.97% | 29 | +16,262 | 2.24% | Q4 2025 | Jan 20, 2026 |
| Austin Private Wealth, LLC | History | Added to | 738,477 | 28,475 | 2.12% | 2.06% | 30 | +22,393 | 3.13% | Q4 2025 | Jan 20, 2026 |
| Atria Investments, Inc | History | Added to | 705,706 | 27,212 | 0.31% | 0.29% | 31 | +45,859 | 6.95% | Q4 2025 | Feb 05, 2026 |
| ROYAL BANK OF CANADA | History | New | 622,256 | 23,994 | 0.0% | — | 32 | +622,256 | New | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 611,906 | 23,595 | 0.03% | 0.03% | 33 | +31,328 | 5.4% | Q4 2025 | Feb 02, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 588,559 | 22,694 | 1.51% | 1.44% | 34 | +26,058 | 4.63% | Q4 2025 | Feb 13, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 586,877 | 22,629 | 0.55% | 0.52% | 35 | +19,759 | 3.48% | Q4 2025 | Feb 13, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 568,055 | 21,904 | 1.31% | 1.02% | 36 | +101,622 | 21.79% | Q4 2025 | Jan 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 537,699 | 20,734 | 0.05% | 0.05% | 37 | +53,743 | 11.1% | Q4 2025 | Feb 05, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 511,964 | 19,741 | 0.23% | 0.19% | 38 | -54,171 | -9.57% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 507,982 | 19,587 | 0.02% | 0.02% | 39 | +118,422 | 30.4% | Q4 2025 | Feb 13, 2026 |
| Scarborough Advisors, LLC | History | Added to | 498,031 | 19,204 | 3.24% | 3.27% | 40 | +8,477 | 1.73% | Q4 2025 | Feb 17, 2026 |
| Sharkey, Howes & Javer | History | Added to | 497,632 | 19,188 | 2.44% | 2.23% | 41 | +39,000 | 8.5% | Q4 2025 | Jan 13, 2026 |
| US BANCORP \DE\ | History | Added to | 479,005 | 18,470 | 0.02% | 0.02% | 42 | +22,360 | 4.9% | Q4 2025 | Jan 30, 2026 |
| MA Private Wealth | History | Reduced | 477,809 | 18,424 | 3.07% | 3.04% | 43 | -444 | -0.09% | Q4 2025 | Feb 03, 2026 |
| Private Advisor Group, LLC | History | Added to | 459,060 | 17,701 | 0.08% | 0.04% | 44 | +239,154 | 108.75% | Q4 2025 | Feb 17, 2026 |
| MCMORGAN & CO LLC | History | Reduced | 448,153 | 17,280 | 2.86% | 2.63% | 45 | -3,501 | -0.78% | Q4 2025 | Feb 11, 2026 |
| IHT Wealth Management, LLC | History | Added to | 441,060 | 17,007 | 0.41% | 0.39% | 46 | +38,590 | 9.59% | Q4 2025 | Feb 17, 2026 |
| West Wealth Group, LLC | History | Added to | 436,315 | 16,824 | 3.49% | 3.44% | 47 | +30,287 | 7.46% | Q4 2025 | Jan 26, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 399,080 | 15,388 | 0.31% | 0.22% | 48 | +149,078 | 59.63% | Q4 2025 | Feb 03, 2026 |
| Stone House Investment Management, LLC | History | Added to | 395,123 | 15,235 | 2.36% | 2.47% | 49 | +8,239 | 2.13% | Q4 2025 | Jan 21, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 389,865 | 15,033 | 0.49% | 0.49% | 50 | -618 | -0.16% | Q4 2025 | Jan 20, 2026 |
| EQ LLC | History | Added to | 387,278 | 14,933 | 4.31% | 4.31% | 51 | +51,786 | 15.44% | Q4 2025 | Feb 10, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 386,702 | 14,911 | 1.09% | 1.09% | 52 | +3,265 | 0.85% | Q4 2025 | Feb 10, 2026 |
| KWB Wealth | History | Added to | 377,437 | 14,553 | 1.38% | 1.31% | 53 | +44,850 | 13.49% | Q4 2025 | Jan 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 375,408 | 14,475 | 0.11% | 0.1% | 54 | +42,023 | 12.6% | Q4 2025 | Feb 12, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 375,335 | 14,475 | 2.18% | 2.1% | 55 | +11,961 | 3.29% | Q4 2025 | Jan 27, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 370,715 | 14,294 | 0.26% | 0.24% | 56 | +58,555 | 18.76% | Q4 2025 | Jan 16, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 349,279 | 13,468 | 1.25% | 1.24% | 57 | +5,766 | 1.68% | Q4 2025 | Feb 10, 2026 |
| Security Financial Services, INC. | History | Added to | 347,542 | 13,401 | 2.1% | 2.08% | 58 | +7,535 | 2.22% | Q4 2025 | Jan 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 342,503 | 13,206 | 0.14% | 0.15% | 59 | +84,874 | 32.94% | Q4 2025 | Jan 23, 2026 |
| High Falls Advisors, Inc | History | Added to | 336,400 | 12,971 | 2.63% | 2.57% | 60 | +7,232 | 2.2% | Q4 2025 | Feb 18, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 328,255 | 12,657 | 1.2% | 1.25% | 61 | +71,366 | 27.78% | Q4 2025 | Jan 22, 2026 |
| One Wealth Advisors, LLC | History | Added to | 317,434 | 12,240 | 1.5% | 1.43% | 62 | +16,572 | 5.51% | Q4 2025 | Feb 02, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 305,200 | 11,768 | 0.43% | 0.51% | 63 | +16,916 | 5.87% | Q4 2025 | Feb 09, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 295,874 | 11,408 | 1.12% | 1.08% | 64 | +19,090 | 6.9% | Q4 2025 | Feb 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 294,828 | 11,368 | 1.58% | 1.52% | 65 | +13,038 | 4.63% | Q4 2025 | Jan 29, 2026 |
| EWA, LLC | History | Added to | 294,714 | 11,364 | 2.77% | 2.99% | 66 | +9,018 | 3.16% | Q4 2025 | Feb 03, 2026 |
| Kelly Financial Services LLC | History | Added to | 286,841 | 11,060 | 2.77% | 2.76% | 67 | +5,494 | 1.95% | Q4 2025 | Jan 13, 2026 |
| PAX Financial Group, LLC | History | Added to | 278,762 | 10,749 | 1.85% | 1.67% | 68 | +34,300 | 14.03% | Q4 2025 | Feb 05, 2026 |
| Strategic Blueprint, LLC | History | Added to | 275,894 | 10,638 | 0.63% | 0.45% | 69 | +2,074 | 0.76% | Q4 2025 | Jan 30, 2026 |
| Stokes Family Office, LLC | History | Added to | 269,209 | 10,380 | 0.95% | 0.94% | 70 | +9,047 | 3.48% | Q4 2025 | Feb 18, 2026 |
| Stonebrook Private Inc. | History | New | 266,599 | 10,280 | 2.15% | — | 71 | +266,599 | New | Q4 2025 | Feb 11, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 258,769 | 9,978 | 0.11% | 0.1% | 72 | +28,032 | 12.15% | Q4 2025 | Jan 20, 2026 |
| Keystone Financial Services | History | Added to | 255,384 | 9,847 | 2.97% | 2.91% | 73 | +7,118 | 2.87% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 254,265 | 9,804 | 0.0% | 0.0% | 74 | +118,378 | 87.12% | Q4 2025 | Feb 18, 2026 |
| Trek Financial, LLC | History | Added to | 246,698 | 9,512 | 0.55% | 0.52% | 75 | +14,793 | 6.38% | Q4 2025 | Feb 04, 2026 |
| Embree Financial Group | History | Added to | 241,796 | 9,323 | 1.14% | 0.8% | 76 | +84,940 | 54.15% | Q4 2025 | Jan 14, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 222,410 | 8,576 | 1.19% | 1.22% | 77 | +25,606 | 13.01% | Q4 2025 | Jan 14, 2026 |
| ONE Advisory Partners, LLC | History | Added to | 221,121 | 8,526 | 2.57% | 2.52% | 78 | +2,107 | 0.96% | Q4 2025 | Jan 12, 2026 |
| SWMG, LLC | History | Added to | 219,212 | 8,487 | 2.36% | 2.36% | 79 | +13,945 | 6.79% | Q4 2025 | Feb 10, 2026 |
| BEACON FINANCIAL GROUP | History | New | 219,242 | 8,453 | 0.84% | — | 80 | +219,242 | New | Q4 2025 | Apr 01, 2026 |
| Keystone Financial Group | History | Added to | 218,127 | 8,410 | 0.62% | 0.61% | 81 | +8,382 | 4.0% | Q4 2025 | Feb 06, 2026 |
| Equitable Holdings, Inc. | History | Added to | 215,314 | 8,302 | 0.06% | 0.06% | 82 | +9,044 | 4.38% | Q4 2025 | Feb 17, 2026 |
| Kilter Group LLC | History | Added to | 214,939 | 8,288 | 3.66% | 3.64% | 83 | +10,948 | 5.37% | Q4 2025 | Feb 13, 2026 |
| Midwest Capital Advisors, LLC | History | Added to | 211,376 | 8,150 | 3.9% | 3.75% | 84 | +5,631 | 2.74% | Q4 2025 | Jan 29, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Added to | 209,033 | 8,060 | 2.9% | 2.83% | 85 | +6,666 | 3.29% | Q4 2025 | Feb 10, 2026 |
| TSFG, LLC | History | Added to | 204,783 | 7,896 | 1.18% | 1.04% | 86 | +31,327 | 18.06% | Q4 2025 | Feb 04, 2026 |
| Tidemark, LLC | History | Added to | 204,136 | 7,871 | 2.24% | 2.1% | 87 | +14,011 | 7.37% | Q4 2025 | Feb 10, 2026 |
| Legacy Financial Group LLC | History | Added to | 199,795 | 7,638 | 0.94% | 0.96% | 88 | +6,192 | 3.2% | Q4 2025 | Feb 05, 2026 |
| Vise Technologies, Inc. | History | Added to | 197,691 | 7,622 | 0.15% | 0.18% | 89 | +70,176 | 55.03% | Q4 2025 | Feb 11, 2026 |
| &PARTNERS | History | Added to | 196,059 | 7,578 | 0.04% | 0.03% | 90 | +55,882 | 39.87% | Q4 2025 | Feb 17, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | Added to | 192,892 | 7,437 | 0.03% | 0.03% | 91 | +18,224 | 10.43% | Q4 2025 | Feb 12, 2026 |
| Regal Investment Advisors LLC | History | Added to | 191,753 | 7,394 | 0.44% | 0.39% | 92 | +33,069 | 20.84% | Q4 2025 | Feb 17, 2026 |
| Brookstone Capital Management | History | Added to | 190,516 | 7,346 | 0.08% | 0.08% | 93 | +17,790 | 10.3% | Q4 2025 | Jan 15, 2026 |
| Blue Trust, Inc. | History | Reduced | 188,483 | 7,267 | 0.08% | 0.09% | 94 | -13,254 | -6.57% | Q4 2025 | Jan 16, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 187,118 | 7,215 | 0.09% | 0.09% | 95 | +10,836 | 6.15% | Q4 2025 | Jan 29, 2026 |
| Rothschild Wealth LLC | History | Added to | 185,776 | 7,163 | 0.69% | 1.47% | 96 | +7,465 | 4.19% | Q4 2025 | Feb 17, 2026 |
| Claro Advisors Inc. | History | Added to | 185,340 | 7,146 | 0.97% | 0.89% | 97 | +23,223 | 14.32% | Q4 2025 | Feb 17, 2026 |
| Sovran Advisors, LLC | History | Added to | 181,727 | 7,091 | 0.6% | 0.6% | 98 | +4,488 | 2.53% | Q4 2025 | Jan 20, 2026 |
| ASSETMARK, INC | History | Added to | 175,822 | 6,779 | 0.01% | 0.01% | 99 | +14,141 | 8.75% | Q4 2025 | Jan 23, 2026 |
| Invst, LLC | History | Reduced | 173,449 | 6,688 | 0.73% | 0.82% | 100 | -17,032 | -8.94% | Q4 2025 | Feb 11, 2026 |
| May Hill Capital, LLC | History | Added to | 170,732 | 6,583 | 0.86% | 0.77% | 101 | +101,479 | 146.53% | Q4 2025 | Feb 05, 2026 |
| TSA Wealth Managment LLC | History | Added to | 170,249 | 6,564 | 2.17% | 2.16% | 102 | +2,334 | 1.39% | Q4 2025 | Jan 22, 2026 |
| Trilogy Capital Inc. | History | Reduced | 168,335 | 6,490 | 0.29% | 0.31% | 103 | -6,174 | -3.54% | Q4 2025 | Jan 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 164,696 | 6,350 | 0.03% | 0.03% | 104 | +9,819 | 6.34% | Q4 2025 | Feb 12, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 164,674 | 6,349 | 0.11% | 0.1% | 105 | +11,399 | 7.44% | Q4 2025 | Jan 22, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 158,373 | 6,106 | 1.6% | 1.57% | 106 | +5,305 | 3.47% | Q4 2025 | Feb 02, 2026 |
| WealthShield Partners, LLC | History | Added to | 157,934 | 6,089 | 0.67% | 0.66% | 107 | +3,964 | 2.57% | Q4 2025 | Feb 03, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 157,675 | 6,079 | 0.0% | 0.0% | 108 | +153,226 | 3444.05% | Q4 2025 | Feb 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 153,994 | 6,041 | 0.28% | — | 109 | +153,994 | New | Q4 2025 | Feb 03, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 156,107 | 6,019 | 0.02% | 0.02% | 110 | +19,620 | 14.37% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 149,045 | 5,747 | 0.1% | 0.07% | 111 | +67,727 | 83.29% | Q4 2025 | Feb 06, 2026 |
| World Investment Advisors | History | Added to | 147,696 | 5,695 | 0.09% | 0.02% | 112 | +124,150 | 527.27% | Q4 2025 | Mar 12, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 147,261 | 5,678 | 0.15% | 0.14% | 113 | +10,461 | 7.65% | Q4 2025 | Feb 17, 2026 |
| Apeiron RIA LLC | History | Reduced | 143,295 | 5,633 | 1.14% | 1.56% | 114 | -41,301 | -22.37% | Q4 2025 | Feb 03, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 145,168 | 5,597 | 1.43% | 1.43% | 115 | -34 | -0.02% | Q4 2025 | Jan 07, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 144,265 | 5,563 | 0.44% | 0.45% | 116 | -1,065 | -0.73% | Q4 2025 | Feb 17, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 140,614 | 5,422 | 0.89% | 0.88% | 117 | +13,541 | 10.66% | Q4 2025 | Jan 26, 2026 |
| Van Hulzen Asset Management, LLC | History | New | 132,125 | 5,094 | 0.37% | — | 118 | +132,125 | New | Q4 2025 | Feb 06, 2026 |
| Modern Wealth Management, LLC | History | Added to | 131,411 | 5,067 | 0.09% | 0.06% | 119 | +48,591 | 58.67% | Q4 2025 | Feb 17, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 130,756 | 5,041 | 0.61% | 0.6% | 120 | +4,689 | 3.72% | Q4 2025 | Jan 13, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 127,781 | 4,927 | 1.58% | 1.45% | 121 | +14,028 | 12.33% | Q4 2025 | Feb 13, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | New | 125,368 | 4,834 | 4.13% | — | 122 | +125,368 | New | Q4 2025 | Feb 13, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 124,508 | 4,801 | 1.12% | 0.89% | 123 | +1,615 | 1.31% | Q4 2025 | Feb 17, 2026 |
| Cobblestone Asset Management LLC | History | Added to | 123,212 | 4,751 | 2.13% | 2.1% | 124 | +2,046 | 1.69% | Q4 2025 | Jan 15, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 123,583 | 4,744 | 0.61% | 0.59% | 125 | +12,463 | 11.22% | Q4 2025 | Feb 04, 2026 |
| Buttonwood Financial Group, LLC | History | Reduced | 118,535 | 4,653 | 2.47% | 2.39% | 126 | -27,989 | -19.1% | Q4 2025 | Jan 13, 2026 |
| Hobbs Wealth Management, LLC | History | Added to | 120,466 | 4,645 | 4.52% | 3.81% | 127 | +312 | 0.26% | Q4 2025 | Jan 29, 2026 |
| Capital Analysts, LLC | History | Added to | 120,142 | 4,633 | 0.14% | 0.13% | 128 | +745 | 0.62% | Q4 2025 | Feb 11, 2026 |
| WCG Wealth Advisors LLC | History | New | 119,067 | 4,591 | 0.13% | — | 129 | +119,067 | New | Q4 2025 | Feb 10, 2026 |
| ORG Partners LLC | History | Reduced | 116,398 | 4,489 | 0.79% | 0.99% | 130 | -25,241 | -17.82% | Q4 2025 | Jan 14, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 116,387 | 4,487 | 0.13% | 0.13% | 131 | +3,171 | 2.8% | Q4 2025 | Jan 16, 2026 |
| KM Capital Management Ltd. | History | Reduced | 113,258 | 4,367 | 2.23% | 2.52% | 132 | -30,844 | -21.4% | Q4 2025 | Feb 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 111,722 | 4,308 | 0.11% | 0.09% | 133 | +17,119 | 18.1% | Q4 2025 | Jan 29, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 111,316 | 4,292 | 0.05% | 0.03% | 134 | +62,324 | 127.21% | Q4 2025 | Jan 29, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 110,836 | 4,273 | 0.11% | 0.13% | 135 | -12,333 | -10.01% | Q4 2025 | Jan 23, 2026 |
| Synergy Investment Management, LLC | History | Added to | 109,622 | 4,227 | 1.5% | 1.38% | 136 | +14,443 | 15.17% | Q4 2025 | Feb 06, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 106,317 | 4,135 | 1.2% | 1.15% | 137 | +16,989 | 19.02% | Q4 2025 | Feb 10, 2026 |
| True Vision MN LLC | History | Added to | 107,091 | 4,129 | 2.1% | 2.1% | 138 | +867 | 0.82% | Q4 2025 | Jan 14, 2026 |
| SWP FINANCIAL LLC | History | Reduced | 105,165 | 4,055 | 2.03% | 2.06% | 139 | -1,383 | -1.3% | Q4 2025 | Jan 16, 2026 |
| Keebeck Wealth Management | History | Added to | 105,022 | 4,049 | 0.47% | 0.44% | 140 | +6,299 | 6.38% | Q4 2025 | Feb 17, 2026 |
| M1 Capital Management LLC | History | Added to | 104,787 | 4,040 | 1.69% | 1.63% | 141 | +4,754 | 4.75% | Q4 2025 | Feb 13, 2026 |
| EHRLICH FINANCIAL GROUP | History | Added to | 104,055 | 4,012 | 2.28% | 2.13% | 142 | +9,162 | 9.66% | Q4 2025 | Jan 06, 2026 |
| Focus Financial Network, Inc. | History | Added to | 100,733 | 3,884 | 0.14% | 0.13% | 143 | +1,941 | 1.96% | Q4 2025 | Jan 12, 2026 |
| Daviman Financial, LLC | History | New | 99,519 | 3,837 | 2.25% | — | 144 | +99,519 | New | Q4 2025 | Feb 06, 2026 |
| Maia Wealth LLC | History | Reduced | 100,694 | 3,824 | 0.65% | 0.78% | 145 | -19,188 | -16.01% | Q4 2025 | Feb 17, 2026 |
| CORE WEALTH ADVISORS, LLC | History | New | 98,517 | 3,798 | 2.99% | — | 146 | +98,517 | New | Q4 2025 | Feb 10, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 97,638 | 3,764 | 0.44% | 0.08% | 147 | +86,069 | 743.96% | Q4 2025 | Feb 13, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Added to | 96,300 | 3,713 | 1.58% | 1.61% | 148 | +1,634 | 1.73% | Q4 2025 | Feb 18, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 96,175 | 3,708 | 1.06% | 1.04% | 149 | +7,176 | 8.06% | Q4 2025 | Feb 11, 2026 |
| VestGen Advisors, LLC | History | Reduced | 95,890 | 3,697 | 0.16% | 0.24% | 150 | -95,098 | -49.79% | Q4 2025 | Feb 17, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | New | 90,608 | 3,546 | 3.09% | — | 151 | +90,608 | New | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Added to | 91,348 | 3,522 | 0.0% | 0.0% | 152 | +41,680 | 83.92% | Q4 2025 | Jan 29, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Added to | 91,256 | 3,518 | 0.93% | 0.92% | 153 | +9,542 | 11.68% | Q4 2025 | Jan 12, 2026 |
| Mutual Advisors, LLC | History | Added to | 89,869 | 3,465 | 0.07% | 0.07% | 154 | +9,657 | 12.04% | Q4 2025 | Feb 02, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 89,743 | 3,460 | 0.05% | 0.05% | 155 | +13,818 | 18.2% | Q4 2025 | Feb 12, 2026 |
| Polaris Investment Advisors, LLC | History | New | 89,593 | 3,454 | 2.5% | — | 156 | +89,593 | New | Q4 2025 | Jan 15, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 88,593 | 3,416 | 0.41% | 0.39% | 157 | +7,358 | 9.06% | Q4 2025 | Jan 26, 2026 |
| Scissortail Wealth Management, LLC | History | Added to | 87,780 | 3,384 | 0.77% | 0.72% | 158 | +248 | 0.28% | Q4 2025 | Jan 29, 2026 |
| Forthright Family Wealth Advisory LLC | History | Added to | 85,840 | 3,309 | 2.08% | 1.9% | 159 | +4,374 | 5.37% | Q4 2025 | Feb 23, 2026 |
| IFG Advisory, LLC | History | Added to | 85,161 | 3,283 | 0.14% | 0.14% | 160 | +4,657 | 5.78% | Q4 2025 | Feb 10, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 83,541 | 3,221 | 1.21% | 1.27% | 161 | -1,547 | -1.82% | Q4 2025 | Jan 08, 2026 |
| Advisory Services Network, LLC | History | Added to | 82,038 | 3,163 | 0.04% | 0.04% | 162 | +4,651 | 6.01% | Q4 2025 | Feb 17, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 80,941 | 3,121 | 0.35% | 0.27% | 163 | +18,552 | 29.74% | Q4 2025 | Jan 08, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 80,632 | 3,109 | 0.49% | 0.44% | 164 | +14,764 | 22.41% | Q4 2025 | Jan 23, 2026 |
| Braun-Bostich & Associates Inc. | History | Added to | 79,589 | 3,068 | 1.89% | 1.89% | 165 | +413 | 0.52% | Q4 2025 | Jan 14, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Added to | 78,560 | 3,029 | 1.56% | 1.64% | 166 | +1,681 | 2.19% | Q4 2025 | Feb 10, 2026 |
| A4 Wealth Advisors LLC | History | Added to | 77,638 | 2,993 | 2.59% | 1.44% | 167 | +32,389 | 71.58% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 77,333 | 2,981 | 0.06% | 0.07% | 168 | +1,127 | 1.48% | Q4 2025 | Feb 09, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 75,076 | 2,894 | 0.21% | 0.21% | 169 | +1,343 | 1.82% | Q4 2025 | Feb 11, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 74,026 | 2,848 | 0.54% | 0.39% | 170 | +365 | 0.5% | Q4 2025 | Feb 02, 2026 |
| Lantz Financial LLC | History | Added to | 73,230 | 2,823 | 0.6% | 0.52% | 171 | +10,742 | 17.19% | Q4 2025 | Jan 14, 2026 |
| Csenge Advisory Group | History | Added to | 73,190 | 2,822 | 0.13% | 0.12% | 172 | +5,559 | 8.22% | Q4 2025 | Feb 06, 2026 |
| Simplicity Wealth,LLC | History | Added to | 73,057 | 2,817 | 0.17% | 0.14% | 173 | +8,568 | 13.29% | Q4 2025 | Jan 30, 2026 |
| Shared Vision Wealth Group LLC | History | Added to | 71,571 | 2,801 | 1.13% | 1.08% | 174 | +3,816 | 5.63% | Q4 2025 | Feb 11, 2026 |
| Pinion Investment Advisors, LLC | History | Added to | 72,105 | 2,780 | 0.68% | 0.63% | 175 | +12,218 | 20.4% | Q4 2025 | Jan 29, 2026 |
| IFP Advisors, Inc | History | Added to | 72,091 | 2,779 | 0.06% | 0.07% | 176 | +5,362 | 8.04% | Q4 2025 | Feb 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 70,642 | 2,723 | 0.0% | — | 177 | +70,642 | New | Q4 2025 | Feb 18, 2026 |
| PFG Advisors | History | Added to | 69,556 | 2,682 | 0.13% | 0.1% | 178 | +4,923 | 7.62% | Q4 2025 | Jan 27, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Added to | 69,315 | 2,672 | 0.84% | 0.26% | 179 | +40,749 | 142.65% | Q4 2025 | Feb 02, 2026 |
| Bedminster, LLC | History | New | 68,949 | 2,658 | 2.44% | — | 181 | +68,949 | New | Q4 2025 | Feb 05, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 68,935 | 2,658 | 0.3% | 0.32% | 180 | +5,714 | 9.04% | Q4 2025 | Feb 11, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Added to | 68,656 | 2,647 | 1.64% | 1.59% | 182 | +987 | 1.46% | Q4 2025 | Jan 12, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 68,193 | 2,629 | 1.66% | 1.52% | 183 | +6,970 | 11.38% | Q4 2025 | Jan 07, 2026 |
| Centurion Wealth Management LLC | History | Added to | 68,124 | 2,626 | 0.58% | 0.55% | 184 | +3,846 | 5.98% | Q4 2025 | Jan 14, 2026 |
| CoreCap Advisors, LLC | History | Added to | 67,808 | 2,614 | 0.09% | 0.07% | 185 | +19,254 | 39.65% | Q4 2025 | Jan 13, 2026 |
| Sheridan Capital Management, LLC | History | Added to | 65,887 | 2,540 | 1.29% | 1.27% | 186 | +2,466 | 3.89% | Q4 2025 | Jan 23, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 66,130 | 2,526 | 0.06% | 0.04% | 187 | +16,076 | 32.12% | Q4 2025 | Feb 11, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Reduced | 64,927 | 2,503 | 0.12% | 0.14% | 188 | -6,905 | -9.61% | Q4 2025 | Feb 10, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 62,697 | 2,453 | 0.83% | 0.82% | 189 | +1,310 | 2.13% | Q4 2025 | Feb 10, 2026 |
| McKinley Carter Wealth Services, Inc. | History | New | 62,415 | 2,406 | 0.13% | — | 190 | +62,415 | New | Q4 2025 | Feb 06, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 62,151 | 2,396 | 0.15% | 0.13% | 191 | +14,776 | 31.19% | Q4 2025 | Feb 11, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 61,726 | 2,380 | 2.38% | — | 192 | +61,726 | New | Q4 2025 | Feb 13, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 59,112 | 2,279 | 0.68% | 0.73% | 193 | -1,040 | -1.73% | Q4 2025 | Feb 11, 2026 |
| Baird Financial Group, Inc. | History | Added to | 58,940 | 2,272 | 0.0% | 0.0% | 194 | +4 | 0.01% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 57,642 | 2,265 | 0.35% | 0.33% | 195 | +4,200 | 7.86% | Q4 2025 | Feb 02, 2026 |
| Davis Wealth Advisors, LLC | History | New | 57,535 | 2,218 | 1.85% | — | 196 | +57,535 | New | Q4 2025 | Feb 17, 2026 |
| Redwood Investment Management, LLC | History | Added to | 55,610 | 2,144 | 0.24% | 0.18% | 197 | +11,006 | 24.67% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 55,051 | 2,122 | 0.0% | 0.0% | 198 | +11,269 | 25.74% | Q4 2025 | Feb 06, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 50,176 | 1,934 | 0.07% | 0.08% | 199 | -5,439 | -9.78% | Q4 2025 | Feb 02, 2026 |
| Parallel Advisors, LLC | History | Reduced | 49,810 | 1,920 | 0.04% | 0.04% | 200 | -8,169 | -14.09% | Q4 2025 | Feb 11, 2026 |
| WealthPoint Financial, LLC | History | New | 48,793 | 1,881 | 1.64% | — | 201 | +48,793 | New | Q4 2025 | Feb 19, 2026 |
| RCS Financial Planning, LLC | History | Added to | 48,530 | 1,871 | 0.81% | 0.76% | 202 | +3,026 | 6.65% | Q4 2025 | Jan 15, 2026 |
| BUSH INVESTMENT GROUP, LLC | History | Added to | 47,496 | 1,831 | 1.02% | 1.05% | 203 | +510 | 1.09% | Q4 2025 | Mar 05, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 46,412 | 1,814 | 0.06% | 0.06% | 204 | +1,236 | 2.74% | Q4 2025 | Jan 23, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 45,501 | 1,754 | 0.08% | — | 205 | +45,501 | New | Q4 2025 | Feb 12, 2026 |
| Strategic Financial Concepts, LLC | History | New | 44,675 | 1,722 | 1.57% | — | 206 | +44,675 | New | Q4 2025 | Feb 09, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 44,607 | 1,720 | 0.13% | 0.12% | 207 | +3,009 | 7.23% | Q4 2025 | Jan 16, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 44,582 | 1,719 | 0.7% | 0.68% | 208 | +1,518 | 3.52% | Q4 2025 | Feb 09, 2026 |
| Commonwealth Retirement Investments LLC | History | Added to | 44,556 | 1,718 | 0.55% | 0.52% | 209 | +4,248 | 10.54% | Q4 2025 | Feb 11, 2026 |
| Archer Investment Management, LLC | History | New | 44,502 | 1,715 | 0.92% | — | 210 | +44,502 | New | Q4 2025 | Jan 12, 2026 |
| Chatterton & Associates Inc. | History | New | 44,439 | 1,713 | 1.47% | — | 211 | +44,439 | New | Q4 2025 | Jan 20, 2026 |
| BLALOCK WILLIAMS, LLC | History | Added to | 44,326 | 1,709 | 1.37% | 1.35% | 212 | +3,737 | 9.21% | Q4 2025 | Feb 02, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 43,678 | 1,684 | 0.02% | 0.1% | 213 | -91,361 | -67.66% | Q4 2025 | Feb 06, 2026 |
| Mosley Wealth Management | History | New | 43,538 | 1,657 | 0.76% | — | 214 | +43,538 | New | Q4 2025 | Feb 12, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 42,852 | 1,652 | 0.02% | 0.02% | 215 | +1,735 | 4.22% | Q4 2025 | Feb 02, 2026 |
| RFG Advisory, LLC | History | Added to | 42,540 | 1,640 | 0.03% | 0.03% | 216 | +5 | 0.01% | Q4 2025 | Feb 03, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 41,616 | 1,604 | 0.58% | 0.38% | 217 | +17,904 | 75.51% | Q4 2025 | Feb 12, 2026 |
| WealthTrak Capital Management LLC | History | Added to | 41,446 | 1,598 | 1.14% | 1.24% | 218 | +1,612 | 4.05% | Q4 2025 | Feb 10, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 40,847 | 1,575 | 0.09% | 0.09% | 219 | +972 | 2.44% | Q4 2025 | Jan 14, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 40,008 | 1,555 | 0.06% | 0.06% | 220 | +16,006 | 66.69% | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 39,886 | 1,538 | 0.07% | 0.07% | 221 | -955 | -2.34% | Q4 2025 | Jan 21, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 39,397 | 1,519 | 0.07% | 0.07% | 222 | +1,328 | 3.49% | Q4 2025 | Feb 17, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 38,748 | 1,516 | 1.0% | 1.01% | 223 | +1,272 | 3.39% | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 39,295 | 1,515 | 0.0% | 0.0% | 224 | +18,122 | 85.59% | Q4 2025 | Mar 16, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 38,667 | 1,491 | 0.22% | 0.2% | 225 | +3,268 | 9.23% | Q4 2025 | Feb 12, 2026 |
| Frisch Financial Group, Inc. | History | Added to | 38,028 | 1,466 | 0.33% | 0.19% | 226 | +15,988 | 72.54% | Q4 2025 | Feb 06, 2026 |
| Vantage Point Financial LLC | History | Added to | 36,908 | 1,423 | 0.51% | 0.43% | 227 | +7,302 | 24.66% | Q4 2025 | Feb 02, 2026 |
| BCU Wealth Advisors, LLC | History | Added to | 36,859 | 1,421 | 0.54% | 0.55% | 228 | +620 | 1.71% | Q4 2025 | Jan 30, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 36,562 | 1,409 | 0.75% | 0.76% | 229 | +291 | 0.8% | Q4 2025 | Feb 24, 2026 |
| Spire Wealth Management | History | Added to | 36,460 | 1,405 | 0.05% | 0.03% | 230 | +12,318 | 51.02% | Q4 2025 | Jan 14, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 35,416 | 1,365 | 0.06% | 0.07% | 231 | -6,290 | -15.08% | Q4 2025 | Feb 17, 2026 |
| 5T Wealth, LLC | History | Added to | 35,166 | 1,355 | 0.54% | 0.55% | 232 | +1,956 | 5.89% | Q4 2025 | Jan 27, 2026 |
| Richmond Investment Services, LLC | History | Added to | 34,591 | 1,333 | 0.23% | 0.21% | 233 | +4,440 | 14.73% | Q4 2025 | Feb 12, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 34,313 | 1,323 | 0.01% | 0.01% | 234 | +4,580 | 15.4% | Q4 2025 | Feb 02, 2026 |
| J.M. Arbour, LLC | History | New | 33,724 | 1,300 | 1.3% | — | 235 | +33,724 | New | Q4 2025 | Jan 26, 2026 |
| MATHER GROUP, LLC. | History | Added to | 33,658 | 1,297 | 0.01% | 0.01% | 236 | +913 | 2.79% | Q4 2025 | Jan 13, 2026 |
| REGIMEN WEALTH, LLC | History | Reduced | 33,522 | 1,292 | 0.38% | 0.38% | 237 | -39 | -0.12% | Q4 2025 | Feb 09, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 32,700 | 1,260 | 0.0% | 0.0% | 238 | +16,000 | 95.81% | Q4 2025 | Feb 12, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 32,528 | 1,254 | 0.1% | 0.1% | 239 | +895 | 2.83% | Q4 2025 | Jan 09, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 32,120 | 1,238 | 0.23% | 0.24% | 240 | -609 | -1.86% | Q4 2025 | Jan 30, 2026 |
| United Advisor Group, LLC | History | Added to | 31,702 | 1,222 | 0.15% | 0.08% | 241 | +15,914 | 100.8% | Q4 2025 | Jan 26, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 31,349 | 1,208 | 0.02% | 0.02% | 242 | +3,524 | 12.66% | Q4 2025 | Feb 09, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 30,989 | 1,194 | 0.32% | 0.32% | 243 | -661 | -2.09% | Q4 2025 | Jan 16, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 30,684 | 1,183 | 0.01% | 0.01% | 244 | -2,759 | -8.25% | Q4 2025 | Feb 13, 2026 |
| XY Planning Network, Inc. | History | New | 29,812 | 1,149 | 0.2% | — | 245 | +29,812 | New | Q4 2025 | Jan 26, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 28,430 | 1,096 | 0.12% | 0.1% | 246 | +3,737 | 15.13% | Q4 2025 | Jan 28, 2026 |
| Merkkuri Wealth Advisors LLC | History | Reduced | 28,408 | 1,095 | 0.75% | 0.82% | 247 | -1,648 | -5.48% | Q4 2025 | Jan 29, 2026 |
| Clearview Wealth Advisors LLC | History | Added to | 27,548 | 1,062 | 0.67% | 0.65% | 248 | +616 | 2.29% | Q4 2025 | Feb 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 27,518 | 1,061 | 0.01% | — | 249 | +27,518 | New | Q4 2025 | Feb 18, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 27,029 | 1,042 | 0.01% | 0.0% | 250 | +21,330 | 374.28% | Q4 2025 | Feb 11, 2026 |
| Cassilly Financial Group LLC | History | New | 26,756 | 1,031 | 0.91% | — | 251 | +26,756 | New | Q4 2025 | Jan 15, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Reduced | 26,592 | 1,025 | 0.56% | 0.6% | 252 | -1,090 | -3.94% | Q4 2025 | Jan 21, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 26,133 | 1,007 | 0.32% | 0.31% | 253 | +1,166 | 4.67% | Q4 2025 | Feb 11, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 25,796 | 994 | 0.36% | 0.35% | 254 | +1,185 | 4.81% | Q4 2025 | Jan 21, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | New | 25,605 | 987 | 0.12% | — | 255 | +25,605 | New | Q4 2025 | Feb 03, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 25,296 | 975 | 0.17% | 0.18% | 256 | -608 | -2.35% | Q4 2025 | Jan 07, 2026 |
| Vantus Wealth LLC | History | New | 24,499 | 944 | 0.7% | — | 257 | +24,499 | New | Q4 2025 | Feb 10, 2026 |
| Sigma Planning Corp | History | Added to | 24,220 | 933 | 0.03% | 0.03% | 258 | +728 | 3.1% | Q4 2025 | Jan 30, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 23,937 | 923 | 0.21% | 0.2% | 259 | +1,309 | 5.78% | Q4 2025 | Jan 16, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 23,335 | 899 | 0.11% | 0.13% | 260 | -2,937 | -11.18% | Q4 2025 | Jan 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 23,288 | 897 | 0.0% | 0.0% | 261 | -17,775 | -43.29% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 22,656 | 887 | 0.0% | 0.0% | 262 | +14,437 | 175.65% | Q4 2025 | Jan 08, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 22,942 | 884 | 0.13% | 0.09% | 263 | +7,228 | 46.0% | Q4 2025 | Feb 09, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 22,714 | 883 | 0.45% | 0.15% | 264 | +15,811 | 229.05% | Q4 2025 | Jan 29, 2026 |
| Western Wealth Management, LLC | History | Added to | 22,841 | 880 | 0.04% | 0.02% | 265 | +11,916 | 109.07% | Q4 2025 | Feb 05, 2026 |
| M Holdings Securities, Inc. | History | New | 22,807 | 879 | 0.06% | — | 266 | +22,807 | New | Q4 2025 | Feb 11, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 22,235 | 857 | 0.07% | 0.08% | 267 | -62 | -0.28% | Q4 2025 | Jan 13, 2026 |
| Asempa Wealth Advisors | History | New | 22,216 | 856 | 0.74% | — | 268 | +22,216 | New | Q4 2025 | Jan 08, 2026 |
| Atlatl Advisers LLC | History | Added to | 21,814 | 841 | 0.32% | 0.29% | 269 | +2,540 | 13.18% | Q4 2025 | Feb 09, 2026 |
| COMERICA BANK | History | Reduced | 21,322 | 822 | 0.0% | 0.0% | 270 | -216 | -1.0% | Q4 2025 | Jan 29, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 20,831 | 803 | 0.06% | 0.08% | 271 | -8,316 | -28.53% | Q4 2025 | Jan 23, 2026 |
| Integrated Wealth Management | History | New | 20,744 | 799 | 0.9% | — | 272 | +20,744 | New | Q4 2025 | Mar 03, 2026 |
| MKT Advisors LLC | History | Added to | 20,375 | 793 | 0.27% | 0.23% | 273 | +3,916 | 23.79% | Q4 2025 | Jan 08, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Reduced | 19,697 | 759 | 0.35% | 0.38% | 274 | -419 | -2.08% | Q4 2025 | Feb 17, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 19,600 | 755 | 0.16% | 0.12% | 275 | +4,834 | 32.74% | Q4 2025 | Jan 29, 2026 |
| Two West Capital Advisors LLC | History | Added to | 19,242 | 741 | 0.43% | 0.41% | 276 | +1,434 | 8.05% | Q4 2025 | Jan 13, 2026 |
| W ADVISORS, LLC | History | Added to | 19,162 | 738 | 0.37% | 0.35% | 277 | +1,710 | 9.8% | Q4 2025 | Feb 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 18,639 | 718 | 0.05% | 0.05% | 278 | +770 | 4.31% | Q4 2025 | Feb 06, 2026 |
| RDA Financial Network | History | Added to | 18,208 | 702 | 0.17% | 0.17% | 279 | +131 | 0.72% | Q4 2025 | Jan 06, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 18,043 | 695 | 0.01% | 0.02% | 280 | -24 | -0.13% | Q4 2025 | Feb 13, 2026 |
| Catalina Capital Group, LLC | History | Added to | 17,950 | 692 | 0.42% | 0.39% | 281 | +979 | 5.77% | Q4 2025 | Jan 16, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 17,623 | 679 | 0.03% | 0.08% | 282 | -16,396 | -48.2% | Q4 2025 | Feb 04, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 17,475 | 673 | 0.01% | 0.01% | 283 | -25 | -0.14% | Q4 2025 | Feb 09, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 17,442 | 672 | 0.16% | 0.14% | 284 | +1,331 | 8.26% | Q4 2025 | Feb 17, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 17,356 | 669 | 0.36% | 0.31% | 285 | +1,943 | 12.61% | Q4 2025 | Feb 17, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 17,239 | 665 | 0.02% | 0.02% | 286 | +1,443 | 9.14% | Q4 2025 | Feb 12, 2026 |
| Accelerate Investment Advisors LLC | History | Added to | 17,205 | 663 | 0.45% | 0.42% | 287 | +741 | 4.5% | Q4 2025 | Jan 12, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 17,116 | 659 | 0.06% | 0.03% | 288 | +7,908 | 85.88% | Q4 2025 | Feb 13, 2026 |
| Aspire Private Capital, LLC | History | Reduced | 16,791 | 647 | 0.14% | 0.13% | 289 | -5 | -0.03% | Q4 2025 | Jan 16, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 16,734 | 645 | 0.14% | 0.21% | 290 | +370 | 2.26% | Q4 2025 | Feb 12, 2026 |
| Optivise Advisory Services LLC | History | Reduced | 16,618 | 640 | 0.37% | 0.41% | 291 | -1,374 | -7.64% | Q4 2025 | Jan 12, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 15,925 | 614 | 0.17% | 0.12% | 292 | +8,390 | 111.35% | Q4 2025 | Feb 09, 2026 |
| Avantra Family Wealth, Inc. | History | Added to | 15,861 | 611 | 0.44% | 0.45% | 293 | +130 | 0.83% | Q4 2025 | Jan 21, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 15,561 | 600 | 0.02% | 0.02% | 294 | +2,607 | 20.13% | Q4 2025 | Feb 17, 2026 |
| Semus Wealth Partners LLC | History | Added to | 15,522 | 598 | 0.32% | 0.31% | 295 | +959 | 6.59% | Q4 2025 | Jan 27, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 15,014 | 579 | 0.04% | 0.03% | 296 | +310 | 2.11% | Q4 2025 | Feb 13, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 15,019 | 579 | 0.29% | 0.28% | 297 | +16 | 0.11% | Q4 2025 | Feb 12, 2026 |
| FWG Investments, LLC. | History | Added to | 14,599 | 562 | 0.36% | 0.31% | 298 | +2,794 | 23.67% | Q4 2025 | Jan 28, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 14,532 | 560 | 0.01% | 0.01% | 299 | +4,136 | 39.78% | Q4 2025 | Feb 06, 2026 |
| MN Wealth Advisors, LLC | History | Added to | 14,326 | 552 | 0.28% | 0.28% | 300 | +683 | 5.01% | Q4 2025 | Feb 02, 2026 |
| UPTICK PARTNERS, LLC | History | New | 14,140 | 545 | 0.12% | — | 301 | +14,140 | New | Q4 2025 | Feb 02, 2026 |
| DAVENPORT & Co LLC | History | Added to | 14,056 | 542 | 0.0% | 0.0% | 302 | +1,497 | 11.92% | Q4 2025 | Jan 12, 2026 |
| Arax Advisory Partners | History | New | 14,001 | 539 | 0.02% | — | 304 | +14,001 | New | Q4 2025 | Feb 13, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 13,983 | 539 | 0.15% | 0.17% | 303 | -5,362 | -27.72% | Q4 2025 | Jan 12, 2026 |
| MSH Capital Advisors LLC | History | Added to | 13,770 | 530 | 0.11% | 0.14% | 305 | +283 | 2.1% | Q4 2025 | Feb 09, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 13,673 | 527 | 0.07% | 0.06% | 306 | +1,225 | 9.84% | Q4 2025 | Feb 13, 2026 |
| GeoWealth Management, LLC | History | Reduced | 13,666 | 526 | 0.02% | 0.06% | 307 | -31,243 | -69.57% | Q4 2025 | Feb 17, 2026 |
| JT Stratford LLC | History | Added to | 13,272 | 511 | 0.07% | 0.06% | 308 | +1,488 | 12.63% | Q4 2025 | Feb 12, 2026 |
| NWAM LLC | History | Reduced | 13,038 | 510 | 0.03% | 0.07% | 309 | -21,574 | -62.33% | Q4 2025 | Feb 04, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 12,679 | 495 | 0.02% | 0.03% | 310 | -2,534 | -16.66% | Q4 2025 | Jan 21, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 12,630 | 487 | 0.02% | 0.02% | 311 | +329 | 2.67% | Q4 2025 | Feb 17, 2026 |
| Magnolia Private Wealth, LLC | History | New | 12,335 | 475 | 0.33% | — | 312 | +12,335 | New | Q4 2025 | Feb 06, 2026 |
| Gilliland Jeter Wealth Management LLC | History | Added to | 12,204 | 470 | 0.14% | 0.11% | 313 | +2,879 | 30.87% | Q4 2025 | Jan 23, 2026 |
| Argent Trust Co | History | Added to | 12,176 | 469 | 0.02% | 0.01% | 314 | +2,717 | 28.72% | Q4 2025 | Feb 10, 2026 |
| BETO FINANCIAL GROUP, LLC | History | New | 11,718 | 460 | 0.31% | — | 315 | +11,718 | New | Q4 2025 | Feb 10, 2026 |
| Magnus Financial Group LLC | History | Added to | 11,585 | 446 | 0.03% | 0.03% | 316 | +755 | 6.97% | Q4 2025 | Jan 07, 2026 |
| Legacy Wealth Partners, LLC | History | New | 11,540 | 444 | 0.11% | — | 318 | +11,540 | New | Q4 2025 | Feb 17, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 11,538 | 444 | 0.15% | 0.19% | 317 | -1,020 | -8.12% | Q4 2025 | Jan 08, 2026 |
| Arcadia Wealth Management, LLC | History | Reduced | 11,473 | 442 | 0.16% | 0.18% | 319 | -672 | -5.53% | Q4 2025 | Feb 03, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Added to | 11,450 | 441 | 0.37% | 0.35% | 320 | +151 | 1.34% | Q4 2025 | Jan 23, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 11,428 | 440 | 0.04% | 0.04% | 321 | -280 | -2.39% | Q4 2025 | Jan 26, 2026 |
| NORTHLAND SECURITIES, INC. | History | New | 11,295 | 435 | 0.42% | — | 322 | +11,295 | New | Q4 2025 | Jan 23, 2026 |
| Parkway Wealth Management Group, LLC | History | New | 11,257 | 434 | 0.06% | — | 323 | +11,257 | New | Q4 2025 | Feb 10, 2026 |
| Alta Wealth Advisors LLC | History | New | 11,079 | 427 | 0.14% | — | 324 | +11,079 | New | Q4 2025 | Feb 03, 2026 |
| Able Wealth Management LLC | History | New | 10,741 | 414 | 0.13% | — | 325 | +10,741 | New | Q4 2025 | Jan 27, 2026 |
| GatePass Capital, LLC | History | New | 10,559 | 407 | 0.21% | — | 326 | +10,559 | New | Q4 2025 | Feb 09, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 10,496 | 404 | 0.16% | 0.16% | 327 | +1,750 | 20.01% | Q4 2025 | Feb 06, 2026 |
| VestGen Investment Management | History | Reduced | 10,201 | 393 | 0.22% | 0.25% | 328 | -641 | -5.91% | Q4 2025 | Feb 18, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 10,025 | 386 | 0.01% | 0.02% | 330 | -492 | -4.68% | Q4 2025 | Jan 27, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 10,025 | 386 | 0.06% | 0.06% | 331 | -492 | -4.68% | Q4 2025 | Jan 27, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 10,032 | 386 | 0.02% | 0.02% | 329 | -28 | -0.28% | Q4 2025 | Feb 13, 2026 |
| Blue Capital, Inc. | History | Added to | 9,834 | 379 | 0.27% | 0.24% | 333 | +1,382 | 16.35% | Q4 2025 | Feb 23, 2026 |
| Fulcrum Equity Management | History | Reduced | 9,831 | 379 | 0.36% | 0.41% | 332 | -914 | -8.51% | Q4 2025 | Jan 06, 2026 |
| Concorde Asset Management, LLC | History | Added to | 9,765 | 376 | 0.15% | 0.12% | 334 | +2,082 | 27.1% | Q4 2025 | Feb 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 9,753 | 376 | 0.02% | 0.02% | 335 | +233 | 2.45% | Q4 2025 | Jan 28, 2026 |
| Sowell Financial Services LLC | History | Added to | 9,608 | 370 | 0.01% | 0.01% | 336 | +227 | 2.42% | Q4 2025 | Jan 21, 2026 |
| Aegis Wealth Management, Inc. | History | New | 9,518 | 367 | 0.29% | — | 337 | +9,518 | New | Q4 2025 | Feb 05, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 9,150 | 352 | 0.66% | — | 338 | +9,150 | New | Q4 2025 | Feb 18, 2026 |
| Imprint Wealth LLC | History | Added to | 9,042 | 348 | 1.63% | 0.9% | 339 | +1,621 | 21.84% | Q4 2025 | Feb 17, 2026 |
| Emergent Wealth Advisors, LLC | History | New | 8,876 | 342 | 0.19% | — | 340 | +8,876 | New | Q4 2025 | Jan 14, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | New | 8,793 | 339 | 0.14% | — | 341 | +8,793 | New | Q4 2025 | Jan 22, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 8,644 | 333 | 0.04% | 0.03% | 342 | +2,374 | 37.86% | Q4 2025 | Feb 13, 2026 |
| Clear Creek Financial Management, LLC | History | New | 8,521 | 328 | 0.03% | — | 343 | +8,521 | New | Q4 2025 | Jan 23, 2026 |
| Cooper Financial Group | History | Added to | 8,323 | 320 | 0.03% | 0.03% | 344 | +744 | 9.82% | Q4 2025 | Jan 08, 2026 |
| FLP Wealth Management, LLC | History | Reduced | 4,936 | 318 | 0.75% | 0.7% | 345 | -1,645 | -25.0% | Q4 2025 | Jan 20, 2026 |
| PUREfi Wealth, LLC | History | Added to | 8,066 | 311 | 0.24% | 0.23% | 346 | +39 | 0.49% | Q4 2025 | Jan 12, 2026 |
| Elevated Financial Group LLC | History | New | 7,889 | 304 | 0.11% | — | 347 | +7,889 | New | Q4 2025 | Jan 29, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 7,879 | 303 | 0.01% | 0.01% | 348 | -304 | -3.72% | Q4 2025 | Feb 06, 2026 |
| GWN SECURITIES INC. | History | Added to | 7,715 | 297 | 0.06% | 0.07% | 349 | +241 | 3.22% | Q4 2025 | Feb 11, 2026 |
| Focus Partners Wealth | History | Added to | 7,622 | 293 | 0.0% | 0.0% | 350 | +91 | 1.21% | Q4 2025 | Feb 13, 2026 |
| BAM Wealth Management, LLC | History | Reduced | 7,571 | 291 | 0.21% | 0.22% | 351 | -112 | -1.46% | Q4 2025 | Jan 20, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 7,452 | 287 | 0.0% | — | 352 | +7,452 | New | Q4 2025 | Feb 17, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 7,431 | 286 | 0.07% | 0.07% | 353 | -304 | -3.93% | Q4 2025 | Jan 27, 2026 |
| Yukon Wealth Management, Inc. | History | New | 7,453 | 284 | 0.16% | — | 354 | +7,453 | New | Q4 2025 | Feb 10, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 7,236 | 279 | 0.09% | 0.24% | 355 | +816 | 12.71% | Q4 2025 | Feb 17, 2026 |
| Stirlingshire Investments, Inc. | History | New | 7,231 | 278 | 0.25% | — | 356 | +7,231 | New | Q4 2025 | Feb 11, 2026 |
| Oregon Pacific Wealth Management, LLC | History | New | 7,131 | 274 | 0.28% | — | 357 | +7,131 | New | Q4 2025 | Jan 16, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | New | 6,959 | 268 | 0.04% | — | 358 | +6,959 | New | Q4 2025 | Feb 11, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 6,733 | 260 | 0.01% | — | 359 | +6,733 | New | Q4 2025 | Feb 13, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 6,603 | 254 | 0.11% | 0.1% | 360 | +268 | 4.23% | Q4 2025 | Feb 17, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 6,432 | 248 | 0.01% | 0.01% | 361 | -59 | -0.91% | Q4 2025 | Jan 12, 2026 |
| Legacy Edge Advisors, LLC | History | New | 6,430 | 247 | 0.03% | — | 363 | +6,430 | New | Q4 2025 | Feb 02, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 6,421 | 247 | 0.07% | 0.1% | 362 | -3,356 | -34.33% | Q4 2025 | Feb 06, 2026 |
| Kovack Advisors, Inc. | History | New | 6,308 | 243 | 0.01% | — | 364 | +6,308 | New | Q4 2025 | Feb 17, 2026 |
| Elevation Wealth Management LLC | History | New | 6,131 | 236 | 0.23% | — | 365 | +6,131 | New | Q4 2025 | Feb 12, 2026 |
| LongView Wealth Management | History | New | 5,989 | 235 | 0.06% | — | 366 | +5,989 | New | Q4 2025 | Jan 13, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 5,966 | 230 | 0.0% | — | 367 | +5,966 | New | Q4 2025 | Jan 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 5,832 | 224 | 0.0% | 0.0% | 368 | -57 | -0.97% | Q4 2025 | Mar 25, 2026 |
| Spinnaker Investment Group, LLC | History | New | 5,719 | 220 | 0.04% | — | 370 | +5,719 | New | Q4 2025 | Jan 12, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | New | 5,709 | 220 | 0.07% | — | 369 | +5,709 | New | Q4 2025 | Jan 07, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | New | 5,636 | 217 | 0.42% | — | 371 | +5,636 | New | Q4 2025 | Jan 21, 2026 |
| Latitude Advisors, LLC | History | New | 5,548 | 213 | 0.09% | — | 372 | +5,548 | New | Q4 2025 | Jan 27, 2026 |
| SMART Wealth LLC | History | New | 5,537 | 213 | 0.06% | — | 373 | +5,537 | New | Q4 2025 | Jan 26, 2026 |
| Bison Wealth, LLC | History | New | 5,819 | 211 | 0.02% | — | 374 | +5,819 | New | Q4 2025 | Mar 24, 2026 |
| Continuum Advisory, LLC | History | New | 5,462 | 210 | 0.02% | — | 375 | +5,462 | New | Q4 2025 | Feb 11, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 5,308 | 204 | 0.06% | 0.06% | 376 | -550 | -9.39% | Q4 2025 | Feb 06, 2026 |
| Skyline Advisors, Inc. | History | New | 5,283 | 203 | 0.07% | — | 378 | +5,283 | New | Q4 2025 | Jan 12, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 5,270 | 203 | 0.01% | 0.01% | 377 | -36 | -0.68% | Q4 2025 | Feb 09, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | New | 5,198 | 200 | 0.01% | — | 379 | +5,198 | New | Q4 2025 | Feb 13, 2026 |
| New Republic Capital, LLC | History | Added to | 4,445 | 171 | 0.05% | 0.05% | 380 | +340 | 8.28% | Q4 2025 | Feb 10, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 4,164 | 161 | 0.01% | — | 381 | +4,164 | New | Q4 2025 | Feb 13, 2026 |
| Northwest Capital Management Inc | History | Reduced | 4,129 | 159 | 0.69% | 0.4% | 382 | -6,014 | -59.29% | Q4 2025 | Jan 26, 2026 |
| Kingdom Financial Group LLC. | History | New | 4,039 | 155 | 0.05% | — | 383 | +4,039 | New | Q4 2025 | Feb 06, 2026 |
| Wells Financial Advisors INC | History | Reduced | 3,670 | 141 | 0.27% | 0.24% | 384 | -1,105 | -23.14% | Q4 2025 | Feb 02, 2026 |
| Key Capital Management, INC | History | New | 3,380 | 130 | 0.13% | — | 385 | +3,380 | New | Q4 2025 | Jan 26, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 2,685 | 103 | 0.0% | 0.0% | 386 | +397 | 17.35% | Q4 2025 | Feb 11, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 2,477 | 95 | 0.01% | 0.0% | 387 | +151 | 6.49% | Q4 2025 | Jan 20, 2026 |
| REAP Financial Group, LLC | History | New | 2,344 | 90 | 0.02% | — | 388 | +2,344 | New | Q4 2025 | Feb 10, 2026 |
| Team Financial Group, LLC | History | Added to | 2,124 | 81 | 0.04% | 0.03% | 389 | +332 | 18.53% | Q4 2025 | Jan 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,754 | 67 | 0.0% | 0.0% | 390 | +35 | 2.04% | Q4 2025 | Feb 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 1,695 | 65 | 0.0% | 0.01% | 391 | +40 | 2.42% | Q4 2025 | Jan 07, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 1,487 | 57 | 0.05% | 0.05% | 392 | +160 | 12.06% | Q4 2025 | Jan 29, 2026 |
| MAI Capital Management | History | New | 1,198 | 46 | 0.0% | — | 393 | +1,198 | New | Q4 2025 | Feb 13, 2026 |
| Clark Wealth Partners | History | No change | 990 | 38 | 0.02% | 0.02% | 394 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 969 | 37 | 0.0% | 0.0% | 395 | +344 | 55.04% | Q4 2025 | Feb 17, 2026 |
| NBC SECURITIES, INC. | History | No change | 958 | 36 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 924 | 35 | 0.02% | 0.01% | 397 | +26 | 2.9% | Q4 2025 | Feb 18, 2026 |
| Signature Equity Partners, LLC | History | New | 577 | 22 | 0.01% | — | 398 | +577 | New | Q4 2025 | Feb 17, 2026 |
| Ancora Advisors LLC | History | New | 545 | 21 | 0.0% | — | 399 | +545 | New | Q4 2025 | Feb 17, 2026 |
| Hurley Capital, LLC | History | New | 521 | 20 | 0.01% | — | 400 | +521 | New | Q4 2025 | Feb 17, 2026 |
| CURIO WEALTH, LLC | History | New | 515 | 20 | 0.01% | — | 401 | +515 | New | Q4 2025 | Feb 11, 2026 |
| NorthAvenue LLC | History | New | 384 | 14 | 0.01% | — | 405 | +384 | New | Q4 2025 | Apr 02, 2026 |
| Quent Capital, LLC | History | New | 383 | 14 | 0.0% | — | 402 | +383 | New | Q4 2025 | Jan 29, 2026 |
| Bank of Jackson Hole Trust | History | New | 379 | 14 | 0.01% | — | 403 | +379 | New | Q4 2025 | Feb 12, 2026 |
| Rossby Financial, LCC | History | Added to | 376 | 14 | 0.0% | 0.0% | 404 | +1 | 0.27% | Q4 2025 | Feb 12, 2026 |
| Decker Retirement Planning Inc. | History | New | 319 | 12 | 0.01% | — | 406 | +319 | New | Q4 2025 | Jan 26, 2026 |
| Nemes Rush Group LLC | History | New | 266 | 10 | 0.0% | — | 408 | +266 | New | Q4 2025 | Feb 11, 2026 |
| TD Capital Management LLC | History | New | 260 | 10 | 0.0% | — | 407 | +260 | New | Q4 2025 | Feb 26, 2026 |
| Allworth Financial LP | History | New | 226 | 8 | 0.0% | — | 409 | +226 | New | Q4 2025 | Feb 05, 2026 |
| Sunbelt Securities, Inc. | History | New | 221 | 8 | 0.0% | — | 410 | +221 | New | Q4 2025 | Feb 20, 2026 |
| Investors Research Corp | History | No change | 228 | 8 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 197 | 7 | 0.0% | — | 415 | +197 | New | Q4 2025 | Feb 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 184 | 7 | 0.0% | — | 413 | +184 | New | Q4 2025 | Feb 09, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 200 | 7 | 0.0% | 0.0% | 412 | +38 | 23.46% | Q4 2025 | Feb 02, 2026 |
| Founders Financial Alliance, LLC | History | No change | 190 | 7 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Operose Advisors LLC | History | New | 180 | 6 | 0.0% | — | 416 | +180 | New | Q4 2025 | Feb 10, 2026 |
| Networth Advisors, LLC | History | New | 162 | 6 | 0.0% | — | 418 | +162 | New | Q4 2025 | Jan 22, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 154 | 6 | 0.01% | — | 417 | +154 | New | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 114 | 4 | 0.0% | 0.0% | 420 | -1,135 | -90.87% | Q4 2025 | Feb 06, 2026 |
| FMR LLC | History | New | 124 | 4 | 0.0% | — | 419 | +124 | New | Q4 2025 | Feb 17, 2026 |
| Signature Resources Capital Management, LLC | History | New | 124 | 4 | 0.0% | — | 422 | +124 | New | Q4 2025 | Jan 21, 2026 |
| TOMPKINS FINANCIAL CORP | History | New | 110 | 4 | 0.0% | — | 421 | +110 | New | Q4 2025 | Jan 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 99 | 3 | 0.0% | 0.0% | 423 | -563 | -85.05% | Q4 2025 | Feb 12, 2026 |
| TRUST CO OF VERMONT | History | New | 89 | 3 | 0.0% | — | 424 | +89 | New | Q4 2025 | Jan 16, 2026 |
| Fortitude Family Office, LLC | History | New | 86 | 3 | 0.0% | — | 425 | +86 | New | Q4 2025 | Jan 15, 2026 |
| Center for Financial Planning, Inc. | History | New | 72 | 2 | 0.0% | — | 428 | +72 | New | Q4 2025 | Feb 05, 2026 |
| NVWM, LLC | History | New | 53 | 2 | 0.0% | — | 426 | +53 | New | Q4 2025 | Jan 20, 2026 |
| Larson Financial Group LLC | History | Added to | 59 | 2 | 0.0% | 0.0% | 427 | +30 | 103.45% | Q4 2025 | Feb 06, 2026 |
| United Financial Planning Group LLC | History | Reduced | 28 | 1 | 0.0% | 0.02% | 435 | -689 | -96.09% | Q4 2025 | Feb 11, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 50 | 1 | 0.0% | — | 430 | +50 | New | Q4 2025 | Feb 17, 2026 |
| ESL Trust Services, LLC | History | New | 45 | 1 | 0.0% | — | 432 | +45 | New | Q4 2025 | Feb 10, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 38 | 1 | 0.0% | — | 434 | +38 | New | Q4 2025 | Feb 11, 2026 |
| SHP Wealth Management | History | New | 33 | 1 | 0.0% | — | 433 | +33 | New | Q4 2025 | Mar 04, 2026 |
| CHELSEA COUNSEL CO | History | No change | 29 | 1 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Crewe Advisors LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 1.39% | — | -4,693,229 | -100.0% | Q3 2025 | Oct 23, 2025 |
| SimpliFi, Inc. | History | Closed out | 0 | 0 | — | 3.31% | — | -204,195 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Avid Wealth Partners LLC | History | Closed out | 0 | 0 | — | 2.83% | — | -150,571 | -100.0% | Q3 2025 | Nov 06, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,456 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LGT Financial Advisors LLC | History | Closed out | 0 | 0 | — | 1.39% | — | -17,069 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -15,714 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.04% | — | -7,791 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Kestra Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,420 | -100.0% | Q3 2025 | Nov 17, 2025 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,048 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Family Legacy Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,226 | -100.0% | Q3 2025 | Oct 07, 2025 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -616 | -100.0% | Q3 2025 | Nov 05, 2025 |
| HHM Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -237 | -100.0% | Q3 2025 | Oct 29, 2025 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -235 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -96 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Park Place Capital Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -82 | -100.0% | Q3 2025 | Oct 22, 2025 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -81 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27 | -100.0% | Q3 2025 | Nov 10, 2025 |
| BARRETT & COMPANY, INC. | History | New | 23 | 0 | — | — | — | +23 | New | Q4 2025 | Jan 28, 2026 |
| Advocate Investing Services LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Feb 12, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 18 | 0 | — | — | — | -8 | -30.77% | Q4 2025 | Jan 28, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Oct 24, 2025 |
| CENTRAL TRUST Co | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 02, 2026 |
| NBT BANK N A /NY | History | Added to | 39 | 0 | — | — | — | +1 | 2.63% | Q4 2025 | Jan 23, 2026 |
| Russell Investments Group, Ltd. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 17, 2026 |