SPDR SERIES TRUST - XAR
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 | 1,286,887 | 310,448 | 0.08% | 0.08% | 1 | +68,722 | 5.64% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 803,440 | 193,821 | 0.01% | 0.01% | 2 | -6,796 | -0.84% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 698,073 | 168,403 | 0.01% | 0.01% | 3 | -2,727 | -0.39% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 363,676 | 87,733 | 0.02% | 0.01% | 4 | +58,163 | 19.04% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 255,458 | 61,628 | 0.02% | 0.02% | 5 | +5,337 | 2.13% | Q4 2025 | Feb 18, 2026 |
| CWM, LLC | History | Added to | 206,667 | 49,856 | 0.14% | 0.01% | 6 | +199,201 | 2668.11% | Q4 2025 | Jan 26, 2026 |
| UBS Group AG | History | Added to | 206,371 | 49,784 | 0.01% | 0.01% | 7 | +2,450 | 1.2% | Q4 2025 | Jan 29, 2026 |
| Howard Capital Management Group, LLC | History | Reduced | 185,020 | 44,634 | 2.82% | 2.82% | 8 | -4,780 | -2.52% | Q4 2025 | Jan 16, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 180,680 | 43,587 | 0.01% | 0.01% | 9 | +13,354 | 7.98% | Q4 2025 | Feb 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 177,918 | 42,899 | 0.01% | 0.01% | 10 | +72,805 | 69.26% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 168,731 | 40,734 | 0.06% | 0.05% | 11 | +27,759 | 19.69% | Q4 2025 | Feb 17, 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | History | Reduced | 160,518 | 38,723 | 5.51% | 5.54% | 12 | -602 | -0.37% | Q4 2025 | Jan 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 157,408 | 37,973 | 0.05% | 0.05% | 13 | +5,837 | 3.85% | Q4 2025 | Feb 12, 2026 |
| Robinhood Asset Management, LLC | History | New | 147,485 | 35,579 | 2.83% | — | 14 | +147,485 | New | Q4 2025 | Jan 21, 2026 |
| ROYAL BANK OF CANADA | History | New | 145,266 | 35,044 | 0.01% | — | 15 | +145,266 | New | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 140,281 | 33,841 | 0.0% | 0.0% | 16 | +10,273 | 7.9% | Q4 2025 | Mar 25, 2026 |
| Enclave Advisors LLC | History | Added to | 129,985 | 31,357 | 4.44% | 4.5% | 17 | +4,457 | 3.55% | Q4 2025 | Jan 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 128,716 | 31,051 | 0.02% | 0.02% | 18 | +3,558 | 2.84% | Q4 2025 | Feb 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 123,330 | 29,752 | 0.01% | 0.02% | 19 | +800 | 0.65% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Reduced | 122,282 | 29,499 | 0.03% | 0.04% | 20 | -11,025 | -8.27% | Q4 2025 | Feb 17, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 118,640 | 28,620 | 1.0% | 0.92% | 21 | +3,929 | 3.43% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 103,470 | 24,961 | 0.0% | 0.0% | 22 | +40,946 | 65.49% | Q4 2025 | Feb 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 100,619 | 24,273 | 0.06% | 0.06% | 23 | +261 | 0.26% | Q4 2025 | Feb 05, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 76,032 | 18,346 | 0.02% | 0.01% | 24 | +9,487 | 14.26% | Q4 2025 | Feb 13, 2026 |
| CUMBERLAND ADVISORS INC | History | Reduced | 76,002 | 18,334 | 6.95% | 7.15% | 25 | -3,295 | -4.16% | Q4 2025 | Feb 02, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 74,476 | 17,966 | 0.26% | 0.3% | 26 | -9,820 | -11.65% | Q4 2025 | Feb 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 55,410 | 13,367 | 0.03% | 0.03% | 27 | +4,082 | 7.95% | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 55,289 | 13,338 | 0.47% | 0.47% | 28 | +559 | 1.02% | Q4 2025 | Jan 13, 2026 |
| WESPAC Advisors SoCal, LLC | History | Reduced | 49,918 | 12,042 | 2.43% | 2.39% | 29 | -281 | -0.56% | Q4 2025 | Jan 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 49,482 | 11,937 | 0.01% | 0.01% | 30 | +9,371 | 23.36% | Q4 2025 | Feb 10, 2026 |
| Focus Partners Wealth | History | Added to | 49,037 | 11,829 | 0.01% | 0.02% | 31 | +4,392 | 9.84% | Q4 2025 | Feb 13, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 44,540 | 10,744 | 0.12% | 0.12% | 32 | +4,665 | 11.7% | Q4 2025 | Feb 10, 2026 |
| Merit Financial Group, LLC | History | Added to | 41,676 | 10,053 | 0.08% | 0.01% | 33 | +38,964 | 1436.73% | Q4 2025 | Jan 26, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 39,060 | 9,423 | 0.02% | 0.02% | 34 | +676 | 1.76% | Q4 2025 | Feb 11, 2026 |
| Lido Advisors, LLC | History | Reduced | 39,910 | 9,379 | 0.03% | 0.03% | 35 | -163 | -0.41% | Q4 2025 | Feb 10, 2026 |
| BREAKTHRU ADVISORY SERVICES, LLC | History | New | 38,380 | 9,258 | 5.92% | — | 36 | +38,380 | New | Q4 2025 | Jan 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 36,758 | 8,867 | 0.02% | 0.01% | 37 | +20,334 | 123.81% | Q4 2025 | Mar 16, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 34,423 | 8,304 | 0.01% | 0.0% | 38 | +7,783 | 29.22% | Q4 2025 | Feb 17, 2026 |
| BOURGEON CAPITAL MANAGEMENT LLC | History | Reduced | 34,013 | 8,205 | 1.33% | 1.45% | 39 | -71 | -0.21% | Q4 2025 | Jan 15, 2026 |
| FLC Capital Advisors | History | Added to | 33,862 | 8,168 | 1.51% | 1.53% | 40 | +341 | 1.02% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 33,000 | 7,960 | 0.0% | 0.0% | 41 | -7,300 | -18.11% | Q4 2025 | Feb 17, 2026 |
| Warner Group LLC | History | Added to | 30,208 | 7,287 | 4.49% | 0.76% | 42 | +25,514 | 543.54% | Q4 2025 | Feb 06, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 29,400 | 7,092 | 0.02% | 0.0% | 43 | +27,800 | 1737.5% | Q4 2025 | Jan 26, 2026 |
| SOUTHERN CAPITAL SERVICES INC /ADV | History | New | 28,236 | 6,811 | 4.29% | — | 44 | +28,236 | New | Q4 2025 | Feb 27, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 26,925 | 6,495 | 0.01% | 0.02% | 45 | -1,030 | -3.68% | Q4 2025 | Jan 30, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 26,497 | 6,392 | 0.08% | 0.02% | 46 | +14,864 | 127.77% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 25,595 | 6,174 | 0.03% | 0.03% | 47 | -1,194 | -4.46% | Q4 2025 | Feb 17, 2026 |
| Y.D. More Investments Ltd | History | Added to | 25,188 | 6,097 | 0.29% | 0.29% | 48 | +3,350 | 15.34% | Q4 2025 | Jan 21, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 25,020 | 6,035 | 0.41% | 0.4% | 49 | +1,142 | 4.78% | Q4 2025 | Jan 08, 2026 |
| Waverly Advisors, LLC | History | Added to | 24,763 | 5,973 | 0.05% | 0.03% | 50 | +13,662 | 123.07% | Q4 2025 | Feb 17, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 24,359 | 5,876 | 2.17% | 2.43% | 51 | -10,169 | -29.45% | Q4 2025 | Jan 22, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 24,218 | 5,844 | 0.14% | 0.16% | 52 | -2,523 | -9.43% | Q4 2025 | Feb 17, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | Reduced | 24,203 | 5,838 | 2.78% | 2.8% | 53 | -110 | -0.45% | Q4 2025 | Jan 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 23,169 | 5,589 | 0.0% | 0.0% | 54 | +5,379 | 30.24% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 22,833 | 5,508 | 0.02% | 0.02% | 55 | +435 | 1.94% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 22,784 | 5,496 | 0.01% | 0.01% | 56 | +1,169 | 5.41% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 513,629 | 5,493 | 0.01% | 0.01% | 57 | +489,444 | 2023.75% | Q4 2025 | Mar 09, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 22,602 | 5,453 | 0.05% | 0.11% | 58 | -19,198 | -45.93% | Q4 2025 | Jan 28, 2026 |
| Creative Planning | History | Reduced | 22,268 | 5,372 | 0.0% | 0.0% | 59 | -712 | -3.1% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 21,698 | 5,234 | 0.01% | 0.01% | 60 | +340 | 1.59% | Q4 2025 | Feb 06, 2026 |
| Horizon Wealth Management, LLC | History | Reduced | 21,349 | 5,150 | 0.8% | 1.77% | 61 | -30,015 | -58.44% | Q4 2025 | Feb 04, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 20,425 | 4,927 | 0.0% | 0.0% | 62 | +15,025 | 278.24% | Q4 2025 | Feb 12, 2026 |
| McGuire Investment Group, LLC | History | Added to | 19,555 | 4,717 | 0.5% | 0.5% | 63 | +726 | 3.86% | Q4 2025 | Jan 26, 2026 |
| BROWN ADVISORY INC | History | Added to | 19,019 | 4,588 | 0.01% | 0.01% | 64 | +2,022 | 11.9% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 18,494 | 4,461 | 0.11% | — | 65 | +18,494 | New | Q4 2025 | Feb 17, 2026 |
| SFI Advisors, LLC | History | Reduced | 18,455 | 4,452 | 2.85% | 2.77% | 66 | -75 | -0.4% | Q4 2025 | Feb 11, 2026 |
| Prostatis Group LLC | History | Added to | 18,377 | 4,433 | 1.06% | 0.69% | 67 | +6,728 | 57.76% | Q4 2025 | Feb 17, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 17,865 | 4,309 | 2.08% | 2.04% | 68 | -95 | -0.53% | Q4 2025 | Feb 05, 2026 |
| VVR Holdings LLC | History | New | 17,203 | 4,150 | 2.16% | — | 69 | +17,203 | New | Q4 2025 | Feb 11, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 17,149 | 4,137 | 0.05% | 0.05% | 70 | +917 | 5.65% | Q4 2025 | Feb 05, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 16,970 | 4,093 | 0.07% | 0.07% | 71 | +1,319 | 8.43% | Q4 2025 | Jan 16, 2026 |
| Baird Financial Group, Inc. | History | Added to | 16,853 | 4,065 | 0.01% | 0.0% | 72 | +14,265 | 551.2% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 16,163 | 3,899 | 0.01% | 0.02% | 73 | +410 | 2.6% | Q4 2025 | Feb 18, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 16,012 | 3,862 | 0.04% | 0.04% | 74 | +161 | 1.02% | Q4 2025 | Jan 20, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 15,944 | 3,846 | 0.06% | 0.06% | 75 | +274 | 1.75% | Q4 2025 | Feb 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 15,674 | 3,781 | 0.03% | 0.02% | 76 | +2,648 | 20.33% | Q4 2025 | Feb 17, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 15,481 | 3,734 | 0.02% | 0.02% | 77 | +175 | 1.14% | Q4 2025 | Jan 29, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 15,216 | 3,670 | 0.17% | 0.16% | 78 | +1,016 | 7.15% | Q4 2025 | Feb 13, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 13,826 | 3,630 | 0.37% | 0.36% | 79 | +122 | 0.89% | Q4 2025 | Jan 12, 2026 |
| NovaPoint Capital, LLC | History | Reduced | 14,951 | 3,606 | 0.93% | 0.87% | 80 | -241 | -1.59% | Q4 2025 | Jan 21, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 14,457 | 3,487 | 0.02% | 0.0% | 81 | +11,915 | 468.73% | Q4 2025 | Jan 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 12,948 | 3,445 | 0.0% | 0.0% | 82 | +777 | 6.38% | Q4 2025 | Jan 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 14,251 | 3,437 | 0.0% | 0.0% | 83 | +1,348 | 10.45% | Q4 2025 | Feb 12, 2026 |
| Keystone Global Partners, LLC | History | Added to | 13,834 | 3,337 | 1.47% | 1.52% | 84 | +1,166 | 9.2% | Q4 2025 | Jan 14, 2026 |
| Cavalier Investments, LLC | History | No change | 13,804 | 3,330 | 0.17% | 0.14% | 85 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BANK HAPOALIM BM | History | Reduced | 13,737 | 3,314 | 0.29% | 0.4% | 86 | -91 | -0.66% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 13,651 | 3,293 | 0.0% | 0.0% | 87 | +1,172 | 9.39% | Q4 2025 | Feb 02, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 12,994 | 3,134 | 0.04% | 0.04% | 88 | -732 | -5.33% | Q4 2025 | Jan 29, 2026 |
| Hobart Private Capital, LLC | History | Added to | 12,850 | 3,099 | 0.6% | 0.63% | 89 | +82 | 0.64% | Q4 2025 | Jan 27, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 12,704 | 3,064 | 0.2% | 0.11% | 90 | +5,715 | 81.77% | Q4 2025 | Jan 23, 2026 |
| Yelin Lapidot Holdings Management Ltd. | History | No change | 12,500 | 3,015 | 0.6% | 0.62% | 91 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 12,368 | 2,983 | 0.04% | 0.04% | 92 | +105 | 0.86% | Q4 2025 | Feb 02, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 11,644 | 2,809 | 0.33% | 0.3% | 93 | +4,274 | 57.99% | Q4 2025 | Feb 13, 2026 |
| WealthSpring Partners, LLC | History | New | 11,589 | 2,795 | 2.86% | — | 94 | +11,589 | New | Q4 2025 | Feb 12, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Reduced | 11,551 | 2,786 | 1.4% | 1.49% | 95 | -442 | -3.69% | Q4 2025 | Feb 09, 2026 |
| NCM Capital Management, LLC | History | Added to | 11,245 | 2,712 | 1.01% | 0.08% | 96 | +10,323 | 1119.63% | Q4 2025 | Mar 02, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 11,154 | 2,690 | 0.05% | 0.06% | 97 | +30 | 0.27% | Q4 2025 | Feb 06, 2026 |
| American Financial Advisors, LLC | History | Reduced | 10,896 | 2,628 | 0.34% | 0.38% | 98 | -1,657 | -13.2% | Q4 2025 | Feb 03, 2026 |
| World Investment Advisors | History | Added to | 10,724 | 2,586 | 0.04% | 0.05% | 99 | +981 | 10.07% | Q4 2025 | Mar 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 10,650 | 2,569 | 0.12% | 0.12% | 100 | -286 | -2.62% | Q4 2025 | Feb 13, 2026 |
| Clarus Wealth Advisors | History | Reduced | 9,086 | 2,557 | 1.06% | 1.0% | 101 | -297 | -3.17% | Q4 2025 | Jan 14, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 10,477 | 2,527 | 0.13% | 0.12% | 102 | +1,187 | 12.78% | Q4 2025 | Feb 05, 2026 |
| Spinnaker Investment Group, LLC | History | Added to | 10,273 | 2,478 | 0.45% | 0.44% | 103 | +323 | 3.25% | Q4 2025 | Jan 12, 2026 |
| &PARTNERS | History | Added to | 9,768 | 2,356 | 0.01% | 0.01% | 104 | +5,074 | 108.1% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 9,689 | 2,337 | 0.02% | 0.02% | 105 | +380 | 4.08% | Q4 2025 | Jan 05, 2026 |
| MADDEN SECURITIES Corp | History | Reduced | 9,585 | 2,312 | 0.7% | 0.69% | 106 | -20 | -0.21% | Q4 2025 | Feb 04, 2026 |
| Quadrature Capital Ltd | History | Reduced | 9,524 | 2,297 | 0.02% | 0.54% | 107 | -186,208 | -95.13% | Q4 2025 | Feb 17, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 9,521 | 2,296 | 0.23% | 0.25% | 108 | -740 | -7.21% | Q4 2025 | Jan 26, 2026 |
| MGB Wealth Management, LLC | History | Added to | 9,401 | 2,269 | 0.65% | 0.62% | 109 | +1 | 0.01% | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | Added to | 9,128 | 2,201 | 0.03% | 0.03% | 110 | +426 | 4.9% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 8,853 | 2,135 | 0.0% | 0.0% | 111 | +112 | 1.28% | Q4 2025 | Feb 17, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 8,631 | 2,082 | 0.1% | 0.1% | 112 | -158 | -1.8% | Q4 2025 | Feb 17, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 8,514 | 2,054 | 0.07% | 0.07% | 113 | -513 | -5.68% | Q4 2025 | Feb 03, 2026 |
| Krilogy Financial LLC | History | Reduced | 6,950 | 1,946 | 0.07% | 0.06% | 114 | -169 | -2.37% | Q4 2025 | Jan 27, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 8,008 | 1,931 | 0.01% | 0.01% | 115 | +609 | 8.23% | Q4 2025 | Feb 12, 2026 |
| Alamea Verwaltungs GmbH | History | New | 7,000 | 1,910 | 1.29% | — | 116 | +7,000 | New | Q4 2025 | Feb 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 8,784 | 1,881 | 0.05% | 0.04% | 117 | +174 | 2.02% | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | Added to | 7,765 | 1,873 | 0.04% | 0.04% | 118 | +403 | 5.47% | Q4 2025 | Feb 06, 2026 |
| Anson Capital, Inc. | History | Reduced | 7,498 | 1,808 | 1.32% | 1.76% | 119 | -2,478 | -24.84% | Q4 2025 | Feb 04, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 7,320 | 1,766 | 0.03% | 0.03% | 120 | +263 | 3.73% | Q4 2025 | Feb 12, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 7,079 | 1,707 | 0.26% | 0.29% | 121 | -537 | -7.05% | Q4 2025 | Jan 08, 2026 |
| CORE WEALTH ADVISORS, LLC | History | New | 7,066 | 1,704 | 1.34% | — | 122 | +7,066 | New | Q4 2025 | Feb 10, 2026 |
| Empowered Funds, LLC | History | New | 6,992 | 1,686 | 0.03% | — | 123 | +6,992 | New | Q4 2025 | Feb 18, 2026 |
| NorthRock Partners, LLC | History | Added to | 6,875 | 1,658 | 0.03% | 0.02% | 124 | +1,670 | 32.08% | Q4 2025 | Feb 17, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 6,710 | 1,618 | 0.04% | 0.04% | 125 | -105 | -1.54% | Q4 2025 | Feb 17, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 6,667 | 1,608 | 0.04% | 0.02% | 126 | +3,865 | 137.94% | Q4 2025 | Jan 23, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 6,600 | 1,592 | 0.53% | 0.43% | 127 | +606 | 10.11% | Q4 2025 | Jan 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 6,514 | 1,571 | 0.01% | 0.01% | 128 | +676 | 11.58% | Q4 2025 | Feb 03, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 6,366 | 1,536 | 0.0% | — | 129 | +6,366 | New | Q4 2025 | Feb 05, 2026 |
| RoundAngle Advisors LLC | History | Added to | 6,299 | 1,519 | 1.11% | 1.06% | 130 | +453 | 7.75% | Q4 2025 | Jan 12, 2026 |
| Worth Asset Management, LLC | History | New | 6,259 | 1,509 | 0.64% | — | 131 | +6,259 | New | Q4 2025 | Jan 14, 2026 |
| Curi Capital, LLC | History | No change | 5,876 | 1,417 | 0.02% | 0.03% | 132 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 5,111 | 1,413 | 0.18% | 0.12% | 133 | +1,596 | 45.41% | Q4 2025 | Jan 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 5,775 | 1,393 | 0.01% | 0.01% | 134 | -994 | -14.68% | Q4 2025 | Feb 12, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 5,743 | 1,385 | 0.02% | 0.01% | 135 | +230 | 4.17% | Q4 2025 | Feb 02, 2026 |
| Brookstone Capital Management | History | Added to | 5,677 | 1,369 | 0.02% | 0.01% | 136 | +2,555 | 81.84% | Q4 2025 | Jan 15, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 5,487 | 1,323 | 0.09% | 0.1% | 137 | +82 | 1.52% | Q4 2025 | Jan 21, 2026 |
| NORTHLAND SECURITIES, INC. | History | New | 5,471 | 1,319 | 1.26% | — | 138 | +5,471 | New | Q4 2025 | Jan 23, 2026 |
| Security Financial Services, INC. | History | New | 5,455 | 1,315 | 0.21% | — | 139 | +5,455 | New | Q4 2025 | Jan 27, 2026 |
| Evolution Wealth Advisors, LLC | History | Reduced | 5,395 | 1,301 | 0.13% | 0.17% | 140 | -70 | -1.28% | Q4 2025 | Jan 12, 2026 |
| Global Retirement Partners, LLC | History | Added to | 5,386 | 1,299 | 0.02% | 0.03% | 141 | +110 | 2.08% | Q4 2025 | Feb 06, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | No change | 5,377 | 1,297 | 0.6% | 0.63% | 142 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Reduced | 5,312 | 1,281 | 0.21% | 0.23% | 143 | -43 | -0.8% | Q4 2025 | Feb 11, 2026 |
| Larry Mathis Financial Planning, LLC | History | New | 5,228 | 1,261 | 1.11% | — | 144 | +5,228 | New | Q4 2025 | Mar 11, 2026 |
| First Growth Capital LLC | History | New | 4,683 | 1,249 | 1.11% | — | 145 | +4,683 | New | Q4 2025 | Feb 19, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 5,177 | 1,248 | 0.07% | 0.07% | 146 | +83 | 1.63% | Q4 2025 | Jan 07, 2026 |
| IFG Advisory, LLC | History | Reduced | 5,076 | 1,224 | 0.05% | 0.05% | 147 | -12 | -0.24% | Q4 2025 | Feb 10, 2026 |
| Meixler Investment Management, Ltd. | History | Reduced | 5,059 | 1,220 | 0.74% | 0.77% | 148 | -308 | -5.74% | Q4 2025 | Feb 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 5,023 | 1,211 | 0.04% | 0.03% | 149 | +2,355 | 88.27% | Q4 2025 | Feb 09, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 5,021 | 1,211 | 0.13% | 0.19% | 150 | -2,264 | -31.08% | Q4 2025 | Jan 23, 2026 |
| Global View Capital Management LLC | History | Added to | 4,995 | 1,204 | 0.22% | 0.23% | 151 | +298 | 6.34% | Q4 2025 | Jan 14, 2026 |
| WBH ADVISORY INC | History | Added to | 4,939 | 1,191 | 0.09% | 0.08% | 152 | +274 | 5.87% | Q4 2025 | Jan 26, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 4,787 | 1,154 | 0.02% | 0.02% | 153 | -867 | -15.33% | Q4 2025 | Jan 28, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 4,703 | 1,134 | 0.03% | 0.03% | 154 | +300 | 6.81% | Q4 2025 | Jan 29, 2026 |
| Red Tortoise LLC | History | Added to | 4,602 | 1,110 | 0.47% | 0.47% | 155 | +2 | 0.04% | Q4 2025 | Jan 22, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 4,560 | 1,100 | 0.04% | 0.06% | 156 | -1,766 | -27.92% | Q4 2025 | Jan 27, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 4,558 | 1,099 | 0.04% | 0.08% | 157 | -440 | -8.8% | Q4 2025 | Feb 04, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 4,453 | 1,074 | 0.12% | 0.14% | 158 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Belvedere Trading LLC | History | Reduced | 4,451 | 1,073 | 0.0% | 0.0% | 159 | -949 | -17.57% | Q4 2025 | Feb 10, 2026 |
| FFG Partners, LLC | History | Reduced | 4,369 | 1,054 | 0.31% | 0.3% | 160 | -266 | -5.74% | Q4 2025 | Jan 23, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 4,325 | 1,043 | 0.08% | 0.08% | 161 | -42 | -0.96% | Q4 2025 | Jan 29, 2026 |
| Avid Wealth Partners LLC | History | New | 4,295 | 1,036 | 0.51% | — | 162 | +4,295 | New | Q4 2025 | Feb 13, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 4,230 | 1,020 | 0.12% | 0.13% | 163 | -250 | -5.58% | Q4 2025 | Jan 21, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 4,158 | 1,003 | 0.06% | 0.06% | 164 | -26 | -0.62% | Q4 2025 | Feb 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 4,095 | 987 | 0.07% | 0.08% | 165 | -447 | -9.84% | Q4 2025 | Feb 03, 2026 |
| Mutual Advisors, LLC | History | Added to | 4,085 | 985 | 0.02% | 0.02% | 166 | +1 | 0.02% | Q4 2025 | Feb 02, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 4,028 | 971 | 0.0% | 0.0% | 167 | +1,061 | 35.76% | Q4 2025 | Feb 17, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 3,943 | 951 | 0.18% | 0.17% | 168 | +1 | 0.03% | Q4 2025 | Feb 12, 2026 |
| Excelsior Advisor Network LLC | History | New | 3,885 | 937 | 0.46% | — | 169 | +3,885 | New | Q4 2025 | Feb 13, 2026 |
| AVALON CAPITAL MANAGEMENT | History | No change | 3,721 | 897 | 0.21% | 0.21% | 170 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Balboa Wealth Partners | History | Reduced | 3,679 | 887 | 0.15% | 0.16% | 171 | -250 | -6.36% | Q4 2025 | Jan 16, 2026 |
| Formidable Asset Management, LLC | History | Added to | 3,760 | 883 | 0.13% | 0.12% | 172 | +260 | 7.43% | Q4 2025 | Jan 16, 2026 |
| Evercore Wealth Management, LLC | History | Reduced | 3,618 | 872 | 0.01% | 0.02% | 173 | -2,625 | -42.05% | Q4 2025 | Feb 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 3,587 | 865 | 0.0% | 0.0% | 175 | +359 | 11.12% | Q4 2025 | Feb 06, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 3,587 | 865 | 0.2% | 0.19% | 174 | +220 | 6.53% | Q4 2025 | Jan 21, 2026 |
| Advisory Services Network, LLC | History | Added to | 3,565 | 860 | 0.01% | 0.01% | 176 | +165 | 4.85% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 3,530 | 851 | 0.0% | 0.0% | 177 | +78 | 2.26% | Q4 2025 | Feb 11, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 3,498 | 843 | 0.04% | 0.04% | 178 | -50 | -1.41% | Q4 2025 | Jan 26, 2026 |
| ShoreHaven Wealth Partners, LLC | History | New | 3,433 | 828 | 0.3% | — | 180 | +3,433 | New | Q4 2025 | Feb 10, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 3,433 | 828 | 0.3% | 0.24% | 179 | +664 | 23.98% | Q4 2025 | Feb 05, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 3,324 | 801 | 0.05% | 0.05% | 181 | -178 | -5.08% | Q4 2025 | Jan 15, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 3,319 | 800 | 0.03% | 0.03% | 182 | +49 | 1.5% | Q4 2025 | Feb 04, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 3,293 | 794 | 0.03% | 0.06% | 183 | -2,411 | -42.27% | Q4 2025 | Feb 10, 2026 |
| Teamwork Financial Advisors, LLC | History | New | 3,284 | 792 | 0.08% | — | 184 | +3,284 | New | Q4 2025 | Jan 09, 2026 |
| Powell Investment Advisors, LLC | History | No change | 3,260 | 786 | 0.27% | 0.27% | 185 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 3,257 | 785 | 0.01% | 0.01% | 186 | +591 | 22.17% | Q4 2025 | Jan 22, 2026 |
| COMERICA BANK | History | Added to | 3,248 | 783 | 0.0% | 0.0% | 187 | +307 | 10.44% | Q4 2025 | Jan 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 3,247 | 783 | 0.0% | 0.0% | 188 | -149 | -4.39% | Q4 2025 | Feb 17, 2026 |
| Premier Private Wealth Management LLC | History | New | 2,874 | 776 | 0.8% | — | 189 | +2,874 | New | Q4 2025 | Feb 11, 2026 |
| PLANNING DIRECTIONS INC | History | Reduced | 3,147 | 759 | 0.38% | 0.39% | 190 | -5 | -0.16% | Q4 2025 | Jan 21, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 3,132 | 755 | 0.0% | 0.0% | 191 | -1,740 | -35.71% | Q4 2025 | Feb 11, 2026 |
| WBI INVESTMENTS, LLC | History | Reduced | 3,063 | 738 | 0.19% | 0.18% | 192 | -6 | -0.2% | Q4 2025 | Feb 13, 2026 |
| WJ Wealth Management, LLC | History | No change | 3,050 | 735 | 0.32% | 0.33% | 193 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Quadrant Private Wealth Management, LLC | History | New | 3,043 | 734 | 0.12% | — | 194 | +3,043 | New | Q4 2025 | Jan 26, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 3,040 | 733 | 0.0% | 0.0% | 195 | +462 | 17.92% | Q4 2025 | Feb 12, 2026 |
| VestGen Advisors, LLC | History | Added to | 3,037 | 732 | 0.03% | 0.01% | 196 | +1,891 | 165.01% | Q4 2025 | Feb 17, 2026 |
| FIRST HORIZON CORP | History | No change | 3,025 | 729 | 0.03% | 0.03% | 197 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 3,000 | 723 | 0.02% | 0.02% | 198 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| SummitTX Capital, L.P. | History | New | 2,951 | 711 | 0.02% | — | 199 | +2,951 | New | Q4 2025 | Feb 17, 2026 |
| Capital Analysts, LLC | History | Added to | 2,944 | 710 | 0.02% | 0.02% | 200 | +182 | 6.59% | Q4 2025 | Feb 11, 2026 |
| Western Wealth Management, LLC | History | Added to | 2,834 | 683 | 0.03% | 0.03% | 201 | +405 | 16.67% | Q4 2025 | Feb 05, 2026 |
| Spire Wealth Management | History | Reduced | 2,832 | 683 | 0.02% | 0.02% | 202 | -169 | -5.63% | Q4 2025 | Jan 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 2,819 | 680 | 0.01% | 0.01% | 203 | -30 | -1.05% | Q4 2025 | Jan 21, 2026 |
| GUERRA PAN ADVISORS, LLC | History | Reduced | 2,763 | 666 | 0.4% | 0.41% | 204 | -106 | -3.69% | Q4 2025 | Jan 13, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 2,710 | 653 | 0.02% | 0.07% | 205 | -5,402 | -66.59% | Q4 2025 | Jan 12, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 2,699 | 651 | 0.04% | 0.03% | 206 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 2,656 | 640 | 0.01% | 0.01% | 207 | +1,463 | 122.63% | Q4 2025 | Jan 14, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 2,634 | 635 | 0.09% | 0.09% | 208 | -99 | -3.62% | Q4 2025 | Feb 13, 2026 |
| Addison Capital Co | History | New | 2,628 | 633 | 0.16% | — | 209 | +2,628 | New | Q4 2025 | Feb 02, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 2,600 | 627 | 0.0% | 0.0% | 210 | +1,200 | 85.71% | Q4 2025 | Feb 12, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 2,592 | 625 | 0.02% | 0.01% | 211 | +946 | 57.47% | Q4 2025 | Feb 11, 2026 |
| Missouri Trust & Investment Co | History | No change | 2,570 | 619 | 0.18% | 0.18% | 212 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| October Effect Ltd | History | No change | 2,549 | 614 | 0.68% | 0.66% | 213 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 2,544 | 613 | 0.03% | 0.03% | 214 | +355 | 16.22% | Q4 2025 | Jan 28, 2026 |
| Sowell Financial Services LLC | History | Reduced | 2,532 | 610 | 0.02% | 0.13% | 215 | -12,302 | -82.93% | Q4 2025 | Jan 21, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 2,518 | 607 | 0.0% | 0.0% | 216 | +18 | 0.72% | Q4 2025 | Feb 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 2,509 | 605 | 0.0% | 0.0% | 217 | +540 | 27.43% | Q4 2025 | Feb 18, 2026 |
| Somerset Trust Co | History | Added to | 2,512 | 605 | 0.19% | 0.18% | 218 | +59 | 2.41% | Q4 2025 | Jan 09, 2026 |
| Clearstead Advisors, LLC | History | No change | 2,506 | 604 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 2,494 | 601 | 0.02% | 0.02% | 220 | +45 | 1.84% | Q4 2025 | Feb 13, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 2,473 | 596 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Signature Equity Partners, LLC | History | New | 2,464 | 594 | 0.33% | — | 222 | +2,464 | New | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 2,425 | 585 | 0.0% | 0.0% | 223 | -66 | -2.65% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 2,427 | 585 | 0.0% | 0.0% | 224 | -2 | -0.08% | Q4 2025 | Jan 26, 2026 |
| Fiduciary Alliance LLC | History | Added to | 2,420 | 583 | 0.04% | 0.04% | 225 | +35 | 1.47% | Q4 2025 | Jan 22, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 2,399 | 578 | 0.07% | 0.07% | 226 | +109 | 4.76% | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 2,397 | 577 | 0.0% | 0.0% | 227 | +1,516 | 172.08% | Q4 2025 | Feb 17, 2026 |
| Verity Asset Management, Inc. | History | Reduced | 2,394 | 577 | 0.25% | 0.2% | 228 | -223 | -8.52% | Q4 2025 | Jan 30, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 2,388 | 576 | 0.39% | 0.38% | 229 | +90 | 3.92% | Q4 2025 | Jan 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,368 | 571 | 0.01% | 0.0% | 230 | +1,719 | 264.87% | Q4 2025 | Jan 23, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 2,351 | 567 | 0.02% | 0.02% | 231 | +176 | 8.09% | Q4 2025 | Feb 04, 2026 |
| Kovack Advisors, Inc. | History | Added to | 2,354 | 567 | 0.03% | 0.05% | 232 | +66 | 2.88% | Q4 2025 | Feb 17, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 2,341 | 564 | 0.03% | 0.01% | 233 | +1,269 | 118.38% | Q4 2025 | Jan 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 2,331 | 562 | 0.0% | 0.0% | 234 | +31 | 1.35% | Q4 2025 | Feb 17, 2026 |
| Arkadios Wealth Advisors | History | Added to | 2,329 | 561 | 0.01% | 0.01% | 235 | +83 | 3.7% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Added to | 2,305 | 556 | 0.0% | 0.0% | 236 | +158 | 7.36% | Q4 2025 | Feb 13, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 2,279 | 549 | 0.06% | 0.03% | 238 | +1,217 | 114.6% | Q4 2025 | Feb 18, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 2,277 | 549 | 0.04% | 0.02% | 237 | +907 | 66.2% | Q4 2025 | Feb 02, 2026 |
| NORTHERN TRUST CORP | History | Added to | 2,183 | 526 | 0.0% | 0.0% | 239 | +200 | 10.09% | Q4 2025 | Feb 17, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 2,170 | 523 | 0.01% | 0.01% | 241 | -383 | -15.0% | Q4 2025 | Feb 10, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 2,169 | 523 | 0.08% | 0.08% | 240 | +47 | 2.21% | Q4 2025 | Feb 03, 2026 |
| GeoWealth Management, LLC | History | Reduced | 2,162 | 521 | 0.02% | 0.05% | 242 | -3,550 | -62.15% | Q4 2025 | Feb 17, 2026 |
| Armbruster Capital Management, Inc. | History | No change | 2,160 | 521 | 0.09% | 0.09% | 243 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Certified Advisory Corp | History | No change | 2,145 | 517 | 0.05% | 0.05% | 244 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Sterling Investment Advisors, Ltd. | History | No change | 2,140 | 516 | 0.1% | 0.1% | 245 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| US BANCORP \DE\ | History | Added to | 2,129 | 513 | 0.0% | 0.0% | 246 | +253 | 13.49% | Q4 2025 | Jan 30, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 2,118 | 511 | 0.02% | 0.02% | 247 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | No change | 2,115 | 510 | 0.24% | 0.24% | 248 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CreativeOne Wealth, LLC | History | New | 2,113 | 509 | 0.01% | — | 249 | +2,113 | New | Q4 2025 | Feb 13, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 2,108 | 508 | 0.05% | 0.05% | 250 | +149 | 7.61% | Q4 2025 | Jan 20, 2026 |
| Claro Advisors Inc. | History | New | 2,091 | 504 | 0.07% | — | 251 | +2,091 | New | Q4 2025 | Feb 17, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 2,093 | 504 | 0.09% | 0.08% | 252 | +1 | 0.05% | Q4 2025 | Jan 20, 2026 |
| CHOREO, LLC | History | Added to | 2,064 | 502 | 0.01% | 0.0% | 253 | +691 | 50.33% | Q4 2025 | Jan 23, 2026 |
| Prairie Wealth Advisors, Inc. | History | Closed out | 0 | 496 | 0.21% | 0.2% | 254 | -2,060 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HB Wealth Management, LLC | History | Reduced | 2,045 | 493 | 0.0% | 0.0% | 255 | -31 | -1.49% | Q4 2025 | Jan 28, 2026 |
| Quantinno Capital Management LP | History | Added to | 2,039 | 491 | 0.0% | 0.0% | 256 | +957 | 88.45% | Q4 2025 | Feb 17, 2026 |
| Avalon Trust Co | History | Reduced | 2,035 | 490 | 0.03% | 0.03% | 257 | -215 | -9.56% | Q4 2025 | Feb 09, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 2,024 | 488 | 0.01% | 0.0% | 258 | +1,056 | 109.09% | Q4 2025 | Feb 11, 2026 |
| Sage Capital Advisors,llc | History | No change | 2,000 | 482 | 0.11% | 0.11% | 259 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Strategic Blueprint, LLC | History | New | 1,997 | 481 | 0.03% | — | 260 | +1,997 | New | Q4 2025 | Jan 30, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 1,993 | 480 | 0.05% | 0.04% | 261 | +706 | 54.86% | Q4 2025 | Feb 11, 2026 |
| Crews Bank & Trust | History | No change | 1,979 | 477 | 0.07% | 0.07% | 262 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Allworth Financial LP | History | New | 1,977 | 476 | 0.0% | — | 263 | +1,977 | New | Q4 2025 | Feb 05, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 1,964 | 473 | 0.05% | 0.06% | 264 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Black Diamond Financial, LLC | History | New | 1,940 | 468 | 0.05% | — | 265 | +1,940 | New | Q4 2025 | Feb 03, 2026 |
| Ascent Group, LLC | History | New | 1,915 | 461 | 0.02% | — | 266 | +1,915 | New | Q4 2025 | Jan 20, 2026 |
| Obermeyer Wealth Partners | History | No change | 1,885 | 454 | 0.02% | 0.02% | 267 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Objective Capital Management, LLC | History | No change | 1,837 | 443 | 0.45% | 0.45% | 268 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Reduced | 1,830 | 441 | 0.16% | 0.18% | 269 | -25 | -1.35% | Q4 2025 | Feb 11, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 1,826 | 440 | 0.16% | 0.18% | 270 | -41 | -2.2% | Q4 2025 | Jan 26, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 1,823 | 439 | 0.04% | 0.04% | 271 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Murphy & Mullick Capital Management Corp | History | Added to | 1,776 | 428 | 0.31% | 0.19% | 272 | +695 | 64.29% | Q4 2025 | Feb 10, 2026 |
| Tempo Wealth, LLC | History | New | 1,759 | 424 | 0.08% | — | 273 | +1,759 | New | Q4 2025 | Feb 25, 2026 |
| Shepherd Financial Partners LLC | History | No change | 1,743 | 420 | 0.04% | 0.04% | 274 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 1,738 | 419 | 0.01% | 0.01% | 275 | +11 | 0.64% | Q4 2025 | Feb 12, 2026 |
| Sonoma Allocations LLC | History | New | 1,552 | 417 | 0.14% | — | 276 | +1,552 | New | Q4 2025 | Feb 23, 2026 |
| CAP Partners, LLC | History | Added to | 1,700 | 410 | 0.23% | 0.18% | 277 | +353 | 26.21% | Q4 2025 | Feb 04, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Added to | 1,699 | 409 | 0.22% | 0.21% | 278 | +108 | 6.79% | Q4 2025 | Jan 28, 2026 |
| BostonPremier Wealth LLC | History | No change | 1,673 | 403 | 0.21% | 0.2% | 279 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 1,664 | 401 | 0.11% | 0.1% | 280 | +238 | 16.69% | Q4 2025 | Feb 10, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 1,663 | 400 | 0.0% | 0.0% | 282 | +349 | 26.56% | Q4 2025 | Jan 27, 2026 |
| PFG Advisors | History | Added to | 1,658 | 400 | 0.02% | 0.01% | 281 | +241 | 17.01% | Q4 2025 | Jan 27, 2026 |
| Chancellor Financial Group WB LP | History | No change | 1,660 | 400 | 0.27% | 0.28% | 283 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| WHITTIER TRUST CO | History | No change | 1,500 | 399 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Root Financial Partners, LLC | History | No change | 1,631 | 393 | 0.02% | 0.02% | 285 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Q3 Asset Management | History | Reduced | 1,595 | 392 | 0.09% | 0.36% | 286 | -2,851 | -64.13% | Q4 2025 | Jan 27, 2026 |
| Synergy Investment Management, LLC | History | New | 1,628 | 392 | 0.14% | — | 287 | +1,628 | New | Q4 2025 | Feb 06, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Reduced | 1,572 | 379 | 0.3% | 0.32% | 288 | -8 | -0.51% | Q4 2025 | Jan 21, 2026 |
| GWN SECURITIES INC. | History | Added to | 1,561 | 376 | 0.08% | 0.07% | 289 | +272 | 21.1% | Q4 2025 | Feb 11, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 1,544 | 372 | 0.01% | 0.01% | 290 | +99 | 6.85% | Q4 2025 | Feb 03, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 1,516 | 365 | 0.1% | 0.1% | 291 | +28 | 1.88% | Q4 2025 | Feb 05, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 1,509 | 364 | 0.0% | 0.0% | 292 | +50 | 3.43% | Q4 2025 | Feb 10, 2026 |
| NWF Advisory Services Inc. | History | Added to | 1,507 | 363 | 0.04% | 0.04% | 293 | +67 | 4.65% | Q4 2025 | Mar 03, 2026 |
| Ally Invest Advisors Inc. | History | Reduced | 1,502 | 362 | 0.02% | 0.03% | 294 | -88 | -5.53% | Q4 2025 | Feb 13, 2026 |
| CYPRESS ASSET MANAGEMENT INC/TX | History | No change | 1,500 | 361 | 0.08% | 0.08% | 295 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 1,477 | 356 | 0.04% | 0.03% | 296 | +286 | 24.01% | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, LLC | History | New | 1,468 | 354 | 0.0% | — | 297 | +1,468 | New | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 1,450 | 349 | 0.0% | 0.01% | 299 | +72 | 5.22% | Q4 2025 | Jan 29, 2026 |
| EVOKE WEALTH, LLC | History | No change | 1,450 | 349 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 1,417 | 341 | 0.0% | 0.0% | 301 | -31 | -2.14% | Q4 2025 | Feb 13, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 1,415 | 341 | 0.08% | 0.07% | 300 | -13 | -0.91% | Q4 2025 | Feb 02, 2026 |
| EP Wealth Advisors, LLC | History | New | 1,413 | 340 | 0.0% | — | 302 | +1,413 | New | Q4 2025 | Feb 18, 2026 |
| Rathbones Group PLC | History | No change | 1,403 | 338 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| South Shore Capital Advisors | History | New | 1,400 | 337 | 0.25% | — | 304 | +1,400 | New | Q4 2025 | Jan 21, 2026 |
| Rubicon Advisors, GP | History | New | 1,387 | 334 | 0.31% | — | 305 | +1,387 | New | Q4 2025 | Mar 09, 2026 |
| Atria Investments, Inc | History | Reduced | 1,358 | 327 | 0.0% | 0.0% | 306 | -279 | -17.04% | Q4 2025 | Feb 05, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 1,342 | 324 | 0.02% | 0.02% | 307 | -50 | -3.59% | Q4 2025 | Feb 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 1,320 | 318 | 0.01% | 0.01% | 308 | +186 | 16.4% | Q4 2025 | Feb 05, 2026 |
| Savvy Advisors, Inc. | History | Added to | 1,321 | 318 | 0.01% | 0.01% | 310 | +18 | 1.38% | Q4 2025 | Jan 20, 2026 |
| Prosperity Financial Group, Inc. | History | No change | 1,320 | 318 | 0.11% | 0.11% | 309 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 1,310 | 315 | 0.03% | 0.02% | 311 | +201 | 18.12% | Q4 2025 | Feb 11, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 1,286 | 312 | 0.02% | — | 312 | +1,286 | New | Q4 2025 | Jan 15, 2026 |
| Kingdom Financial Group LLC. | History | New | 1,292 | 311 | 0.1% | — | 313 | +1,292 | New | Q4 2025 | Feb 06, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 1,280 | 310 | 0.0% | — | 314 | +1,280 | New | Q4 2025 | Feb 18, 2026 |
| Crescent Sterling, Ltd. | History | Added to | 1,289 | 310 | 0.32% | 0.31% | 315 | +48 | 3.87% | Q4 2025 | Jan 07, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Reduced | 1,276 | 307 | 0.11% | 0.11% | 316 | -7 | -0.55% | Q4 2025 | Feb 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 1,269 | 306 | 0.04% | 0.05% | 317 | -12 | -0.94% | Q4 2025 | Feb 09, 2026 |
| Asset One Wealth Management LLC | History | New | 1,119 | 302 | 0.04% | — | 318 | +1,119 | New | Q4 2025 | Feb 17, 2026 |
| StoneX Group Inc. | History | Added to | 1,250 | 301 | 0.01% | 0.01% | 319 | +79 | 6.75% | Q4 2025 | Feb 12, 2026 |
| Millennium Capital Advisors, LLC | History | No change | 1,250 | 301 | 0.18% | 0.18% | 320 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| JERICHO FINANCIAL, LLP | History | Reduced | 1,235 | 297 | 0.18% | 0.23% | 321 | -404 | -24.65% | Q4 2025 | Jan 21, 2026 |
| NWAM LLC | History | Added to | 1,060 | 296 | 0.02% | 0.01% | 322 | +142 | 15.47% | Q4 2025 | Feb 04, 2026 |
| Ancora Advisors LLC | History | No change | 1,226 | 295 | 0.01% | 0.01% | 323 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OneDigital Investment Advisors LLC | History | New | 1,214 | 292 | 0.0% | — | 324 | +1,214 | New | Q4 2025 | Feb 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 1,210 | 291 | 0.0% | 0.0% | 325 | +60 | 5.22% | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,198 | 289 | 0.0% | 0.0% | 326 | -291 | -19.54% | Q4 2025 | Jan 16, 2026 |
| WESPAC Advisors, LLC | History | No change | 1,192 | 287 | 0.16% | 0.16% | 327 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 1,186 | 286 | 0.07% | 0.07% | 328 | +6 | 0.51% | Q4 2025 | Feb 02, 2026 |
| Joseph P. Lucia & Associates, LLC | History | No change | 1,180 | 284 | 0.1% | 0.1% | 329 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Keystone Financial Group | History | Added to | 1,174 | 283 | 0.02% | 0.02% | 330 | +44 | 3.89% | Q4 2025 | Feb 06, 2026 |
| SITTNER & NELSON, LLC | History | No change | 1,040 | 283 | 0.1% | 0.09% | 331 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sound Income Strategies, LLC | History | New | 964 | 282 | 0.01% | — | 332 | +964 | New | Q4 2025 | Jan 21, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 1,167 | 281 | 0.03% | 0.05% | 333 | -608 | -34.25% | Q4 2025 | Jan 14, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 1,164 | 280 | 0.0% | 0.0% | 334 | -73 | -5.9% | Q4 2025 | Jan 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 1,150 | 277 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Magnus Financial Group LLC | History | Added to | 1,147 | 276 | 0.02% | 0.02% | 336 | +10 | 0.88% | Q4 2025 | Jan 07, 2026 |
| ARTHUR M. COHEN & ASSOCIATES, LLC | History | New | 1,144 | 275 | 0.04% | — | 337 | +1,144 | New | Q4 2025 | Feb 17, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 975 | 273 | 0.18% | 0.19% | 338 | -140 | -12.56% | Q4 2025 | Feb 11, 2026 |
| Mascoma Wealth Management LLC | History | No change | 1,121 | 270 | 0.06% | 0.06% | 339 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Reduced | 1,100 | 265 | 0.04% | 0.1% | 340 | -1,955 | -63.99% | Q4 2025 | Jan 14, 2026 |
| Principle Wealth Partners LLC | History | No change | 1,099 | 265 | 0.01% | 0.01% | 341 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 1,101 | 265 | 0.01% | 0.01% | 342 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GM Advisory Group, LLC | History | Added to | 1,085 | 261 | 0.01% | 0.01% | 343 | +185 | 20.56% | Q4 2025 | Feb 13, 2026 |
| Fortis Advisors, LLC | History | Reduced | 1,076 | 259 | 0.14% | 0.44% | 344 | -2,290 | -68.03% | Q4 2025 | Feb 10, 2026 |
| TSA Wealth Managment LLC | History | New | 1,069 | 257 | 0.09% | — | 345 | +1,069 | New | Q4 2025 | Jan 22, 2026 |
| Presper Financial Architects, LLC | History | No change | 1,062 | 256 | 0.14% | 0.14% | 346 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 1,056 | 254 | 0.01% | 0.01% | 347 | +2 | 0.19% | Q4 2025 | Jan 09, 2026 |
| BEARING POINT CAPITAL, LLC | History | No change | 1,050 | 253 | 0.04% | 0.04% | 348 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 1,042 | 251 | 0.02% | 0.01% | 350 | +66 | 6.76% | Q4 2025 | Feb 17, 2026 |
| Second Line Capital, LLC | History | Reduced | 1,043 | 251 | 0.05% | 0.05% | 352 | -40 | -3.69% | Q4 2025 | Feb 17, 2026 |
| Evanson Asset Management, LLC | History | Added to | 1,041 | 251 | 0.01% | 0.01% | 349 | +1 | 0.1% | Q4 2025 | Jan 12, 2026 |
| Campion Asset Management | History | No change | 1,043 | 251 | 0.17% | 0.17% | 351 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | No change | 1,038 | 250 | 0.16% | 0.16% | 353 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 1,032 | 248 | 0.04% | 0.03% | 354 | +170 | 19.72% | Q4 2025 | Feb 10, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | No change | 1,030 | 248 | 0.05% | 0.05% | 355 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Global Assets Advisory, LLC | History | No change | 1,013 | 244 | 0.07% | 0.07% | 356 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FSA Investment Group, LLC | History | Added to | 1,008 | 243 | 0.15% | 0.15% | 357 | +11 | 1.1% | Q4 2025 | Jan 13, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 1,006 | 242 | 0.16% | 0.16% | 358 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HF Advisory Group, LLC | History | Reduced | 993 | 239 | 0.08% | 0.09% | 359 | -98 | -8.98% | Q4 2025 | Jan 23, 2026 |
| WESBANCO BANK INC | History | Added to | 989 | 238 | 0.01% | 0.01% | 360 | +84 | 9.28% | Q4 2025 | Feb 03, 2026 |
| Beckerman Institutional, LLC | History | No change | 977 | 235 | 0.13% | 0.13% | 361 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sound View Wealth Advisors Group, LLC | History | New | 950 | 229 | 0.02% | — | 362 | +950 | New | Q4 2025 | Jan 08, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 950 | 229 | 0.12% | 0.13% | 363 | -30 | -3.06% | Q4 2025 | Jan 23, 2026 |
| Brookwood Investment Group LLC | History | New | 944 | 227 | 0.03% | — | 365 | +944 | New | Q4 2025 | Jan 22, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 945 | 227 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| L. Roy Papp & Associates, LLP | History | No change | 923 | 222 | 0.02% | 0.02% | 366 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Nilsine Partners, LLC | History | Reduced | 919 | 221 | 0.02% | 0.02% | 367 | -101 | -9.9% | Q4 2025 | Jan 15, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 911 | 219 | 0.01% | — | 368 | +911 | New | Q4 2025 | Feb 17, 2026 |
| LongView Wealth Management | History | Reduced | 783 | 219 | 0.05% | 0.05% | 370 | -80 | -9.27% | Q4 2025 | Jan 13, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Added to | 912 | 219 | 0.05% | 0.05% | 369 | +68 | 8.06% | Q4 2025 | Feb 17, 2026 |
| CWA Asset Management Group, LLC | History | No change | 907 | 218 | 0.01% | 0.01% | 371 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Capital Management Associates, Inc | History | No change | 900 | 217 | 0.05% | 0.06% | 372 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| DAVENPORT & Co LLC | History | New | 895 | 215 | 0.0% | — | 373 | +895 | New | Q4 2025 | Jan 12, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 890 | 214 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Heritage Wealth Management, Inc. | History | No change | 884 | 213 | 0.06% | 0.06% | 375 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Anchor Investment Management, LLC | History | No change | 882 | 212 | 0.02% | 0.02% | 376 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Kestra Investment Management, LLC | History | New | 877 | 211 | 0.01% | — | 378 | +877 | New | Q4 2025 | Feb 09, 2026 |
| Stonebrook Private Inc. | History | New | 876 | 211 | 0.04% | — | 379 | +876 | New | Q4 2025 | Feb 11, 2026 |
| MOTIVE WEALTH ADVISORS | History | No change | 878 | 211 | 0.09% | 0.09% | 377 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Madison Wealth Partners, Inc | History | New | 872 | 210 | 0.04% | — | 381 | +872 | New | Q4 2025 | Feb 10, 2026 |
| Independent Solutions Wealth Management, LLC | History | No change | 871 | 210 | 0.04% | 0.04% | 380 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| RFP Financial Group LLC | History | New | 870 | 209 | 0.1% | — | 382 | +870 | New | Q4 2025 | Feb 13, 2026 |
| Strategies Wealth Advisors, LLC | History | Added to | 869 | 209 | 0.02% | 0.02% | 383 | +1 | 0.12% | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 863 | 208 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CoreFirst Bank & Trust | History | No change | 865 | 208 | 0.11% | 0.11% | 385 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sigma Planning Corp | History | New | 854 | 206 | 0.01% | — | 386 | +854 | New | Q4 2025 | Jan 30, 2026 |
| Solstein Capital, LLC | History | No change | 853 | 205 | 0.08% | 0.05% | 387 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Prospera Financial Services Inc | History | New | 844 | 204 | 0.0% | — | 389 | +844 | New | Q4 2025 | Feb 09, 2026 |
| Choate Investment Advisors | History | Reduced | 847 | 204 | 0.0% | 0.0% | 388 | -124 | -12.77% | Q4 2025 | Feb 09, 2026 |
| Lynx Investment Advisory | History | New | 838 | 202 | 0.11% | — | 390 | +838 | New | Q4 2025 | Feb 05, 2026 |
| Vawter Financial, Ltd. | History | New | 831 | 200 | 0.08% | — | 391 | +831 | New | Q4 2025 | Feb 02, 2026 |
| Scarborough Advisors, LLC | History | Added to | 770 | 185 | 0.03% | 0.03% | 392 | +5 | 0.65% | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 709 | 171 | 0.01% | 0.02% | 393 | -388 | -35.37% | Q4 2025 | Jan 26, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Added to | 700 | 168 | 0.0% | 0.0% | 394 | +600 | 600.0% | Q4 2025 | Feb 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 670 | 161 | 0.01% | — | 395 | +670 | New | Q4 2025 | Jan 21, 2026 |
| Parallel Advisors, LLC | History | Added to | 665 | 160 | 0.0% | 0.0% | 396 | +50 | 8.13% | Q4 2025 | Feb 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 660 | 159 | 0.01% | 0.01% | 397 | -93 | -12.35% | Q4 2025 | Feb 06, 2026 |
| Newbridge Financial Services Group, Inc. | History | Added to | 627 | 151 | 0.02% | 0.02% | 398 | +57 | 10.0% | Q4 2025 | Jan 21, 2026 |
| Tidemark, LLC | History | Reduced | 600 | 144 | 0.04% | 0.07% | 399 | -426 | -41.52% | Q4 2025 | Feb 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 590 | 142 | 0.0% | 0.0% | 400 | +539 | 1056.86% | Q4 2025 | Feb 09, 2026 |
| Larson Financial Group LLC | History | No change | 590 | 142 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ORG Partners LLC | History | Added to | 514 | 123 | 0.02% | 0.02% | 402 | +87 | 20.37% | Q4 2025 | Jan 14, 2026 |
| Jessup Wealth Management, Inc | History | New | 505 | 121 | 0.04% | — | 403 | +505 | New | Q4 2025 | Feb 11, 2026 |
| Arax Advisory Partners | History | New | 500 | 120 | 0.0% | — | 405 | +500 | New | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 498 | 120 | 0.0% | 0.0% | 404 | -5 | -0.99% | Q4 2025 | Feb 12, 2026 |
| Caitlin John, LLC | History | No change | 495 | 119 | 0.08% | 0.08% | 406 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| BlackRock, Inc. | History | Added to | 483 | 116 | 0.0% | 0.0% | 407 | +211 | 77.57% | Q4 2025 | Feb 12, 2026 |
| Intesa Sanpaolo Wealth Management | History | New | 480 | 115 | 0.02% | — | 408 | +480 | New | Q4 2025 | Feb 12, 2026 |
| United Community Bank | History | New | 452 | 109 | 0.04% | — | 409 | +452 | New | Q4 2025 | Jan 30, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 443 | 107 | 0.01% | 0.01% | 410 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Biltmore Family Office, LLC | History | No change | 440 | 106 | 0.01% | 0.01% | 411 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Smithfield Trust Co | History | No change | 425 | 103 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 423 | 102 | 0.0% | 0.0% | 413 | +47 | 12.5% | Q4 2025 | Feb 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 374 | 90 | 0.0% | 0.0% | 414 | -84 | -18.34% | Q4 2025 | Feb 06, 2026 |
| Inlight Wealth Management, LLC | History | No change | 366 | 88 | 0.03% | 0.04% | 415 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 358 | 86 | 0.09% | — | 416 | +358 | New | Q4 2025 | Feb 12, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 332 | 80 | 0.0% | 0.0% | 417 | -150 | -31.12% | Q4 2025 | Jan 28, 2026 |
| AlphaCore Capital LLC | History | New | 330 | 79 | 0.0% | — | 418 | +330 | New | Q4 2025 | Feb 05, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 325 | 78 | 0.01% | 0.01% | 419 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Roxbury Financial LLC | History | No change | 295 | 71 | 0.06% | 0.06% | 420 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 288 | 69 | 0.02% | 0.02% | 421 | -9 | -3.03% | Q4 2025 | Jan 22, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 282 | 68 | 0.01% | 0.01% | 422 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 270 | 65 | 0.0% | 0.0% | 423 | +30 | 12.5% | Q4 2025 | Feb 12, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 268 | 64 | 0.02% | 0.03% | 424 | +1 | 0.37% | Q4 2025 | Jan 23, 2026 |
| CVA Family Office, LLC | History | No change | 250 | 60 | 0.01% | 0.01% | 425 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| ASSETMARK, INC | History | Added to | 244 | 58 | 0.0% | 0.0% | 427 | +134 | 121.82% | Q4 2025 | Jan 23, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 244 | 58 | 0.02% | 0.11% | 426 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Meramec Financial Planners, LLC | History | New | 198 | 53 | 0.02% | — | 428 | +198 | New | Q4 2025 | Feb 10, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 219 | 52 | 0.01% | 0.01% | 429 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 214 | 51 | 0.02% | 0.01% | 430 | +12 | 5.94% | Q4 2025 | Jan 22, 2026 |
| Key FInancial Inc | History | New | 206 | 49 | 0.01% | — | 431 | +206 | New | Q4 2025 | Feb 09, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 200 | 48 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 202 | 48 | 0.02% | 0.02% | 433 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Brentview Investment Management LLC | History | No change | 200 | 48 | 0.02% | 0.02% | 434 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Center for Financial Planning, Inc. | History | No change | 191 | 46 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 183 | 44 | 0.0% | 0.0% | 436 | +81 | 79.41% | Q4 2025 | Jan 20, 2026 |
| TD Capital Management LLC | History | No change | 181 | 43 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| HM PAYSON & CO | History | No change | 175 | 42 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Westside Investment Management, Inc. | History | No change | 175 | 42 | 0.01% | 0.01% | 439 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Added to | 161 | 38 | 0.01% | 0.01% | 440 | +6 | 3.87% | Q4 2025 | Feb 05, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 157 | 37 | 0.0% | 0.0% | 441 | +24 | 18.05% | Q4 2025 | Feb 13, 2026 |
| Milestone Investment Advisors LLC | History | No change | 136 | 32 | 0.01% | 0.01% | 442 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Strive Financial Group ,LLC | History | New | 125 | 30 | 0.01% | — | 444 | +125 | New | Q4 2025 | Feb 18, 2026 |
| Golden State Wealth Management, LLC | History | No change | 126 | 30 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 118 | 28 | 0.0% | 0.0% | 446 | -20 | -14.49% | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 119 | 28 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Reyes Financial Architecture, Inc. | History | Added to | 107 | 25 | 0.02% | 0.02% | 449 | +8 | 8.08% | Q4 2025 | Jan 26, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 104 | 25 | 0.01% | 0.01% | 447 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Financial Freedom, LLC | History | No change | 105 | 25 | 0.01% | 0.01% | 448 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Stone House Investment Management, LLC | History | New | 100 | 24 | 0.0% | — | 451 | +100 | New | Q4 2025 | Jan 21, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | New | 100 | 24 | 0.0% | — | 452 | +100 | New | Q4 2025 | Feb 17, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 100 | 24 | 0.01% | — | 453 | +100 | New | Q4 2025 | Feb 11, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 100 | 24 | 0.0% | 0.0% | 450 | -20 | -16.67% | Q4 2025 | Jan 07, 2026 |
| Hilltop National Bank | History | No change | 100 | 24 | 0.01% | 0.01% | 454 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 88 | 21 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Investors Research Corp | History | No change | 80 | 19 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| WEBSTER BANK, N. A. | History | New | 75 | 18 | 0.0% | — | 457 | +75 | New | Q4 2025 | Jan 23, 2026 |
| Field & Main Bank | History | New | 75 | 18 | 0.01% | — | 458 | +75 | New | Q4 2025 | Jan 28, 2026 |
| Sunbelt Securities, Inc. | History | No change | 75 | 18 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 50 | 12 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 44 | 10 | 0.01% | 0.01% | 462 | -44 | -50.0% | Q4 2025 | Feb 18, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 44 | 10 | 0.01% | 0.01% | 461 | +9 | 25.71% | Q4 2025 | Feb 10, 2026 |
| WPG Advisers, LLC | History | No change | 45 | 10 | 0.01% | 0.01% | 463 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 37 | 8 | 0.0% | 0.0% | 464 | -10 | -21.28% | Q4 2025 | Feb 17, 2026 |
| UMB Bank, n.a. | History | No change | 30 | 7 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 26 | 6 | 0.01% | 0.01% | 466 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Truvestments Capital LLC | History | No change | 27 | 6 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Financial Perspectives, Inc | History | No change | 26 | 6 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| REAP Financial Group, LLC | History | No change | 27 | 6 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 23 | 5 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Realta Investment Advisors | History | No change | 22 | 5 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Abound Wealth Management | History | New | 18 | 4 | 0.0% | — | 475 | +18 | New | Q4 2025 | Jan 12, 2026 |
| Strategic Advocates LLC | History | New | 17 | 4 | 0.0% | — | 476 | +17 | New | Q4 2025 | Feb 11, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 20 | 4 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 17 | 4 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 20 | 4 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Triumph Capital Management | History | New | 15 | 3 | 0.0% | — | 478 | +15 | New | Q4 2025 | Feb 12, 2026 |
| North Star Investment Management Corp. | History | No change | 15 | 3 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 16 | 3 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 14 | 3 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 13 | 3 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 10 | 2 | 0.0% | 0.0% | 482 | -380 | -97.44% | Q4 2025 | Jan 20, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 12 | 2 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Aventus Investment Advisors, Inc. | History | No change | 9 | 2 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Operose Advisors LLC | History | New | 7 | 1 | 0.0% | — | 485 | +7 | New | Q4 2025 | Feb 10, 2026 |
| Marks Wealth, LLC | History | Closed out | 0 | 0 | — | 8.84% | — | -121,766 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Invesco Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -28,325 | -100.0% | Q3 2025 | Nov 13, 2025 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,975 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -6,871 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,209 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,579 | -100.0% | Q3 2025 | Nov 13, 2025 |
| OMERS ADMINISTRATION Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -3,700 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PVG ASSET MANAGEMENT CORP | History | Closed out | 0 | 0 | — | 1.28% | — | -1,484 | -100.0% | Q3 2025 | Dec 31, 2025 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,235 | -100.0% | Q3 2025 | Mar 31, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -1,184 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cresset Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,124 | -100.0% | Q3 2025 | Jan 22, 2026 |
| Chicago Capital, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,005 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -957 | -100.0% | Q3 2025 | Nov 03, 2025 |
| WMG Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -954 | -100.0% | Q3 2025 | Oct 23, 2025 |
| PATTEN & PATTEN INC/TN | History | Closed out | 0 | 0 | — | 0.01% | — | -902 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -887 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -603 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -376 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -365 | -100.0% | Q3 2025 | Oct 08, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -331 | -100.0% | Q3 2025 | Jan 12, 2026 |
| Groupe la Francaise | History | Closed out | 0 | 0 | — | 0.0% | — | -87 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Kiker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -72 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TOTH FINANCIAL ADVISORY CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -57 | -100.0% | Q3 2025 | Oct 09, 2025 |
| JDM Financial Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -53 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -49 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PFS Partners, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 16, 2026 |
| WealthShield Partners, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Salomon & Ludwin, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Sage Mountain Advisors LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |