Fusion Family Wealth, LLC - XCEM
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,109,611 | 119,284 | 0.01% | 0.01% | 1 | +60,276 | 1.98% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 2,800,821 | 107,439 | 0.01% | 0.01% | 2 | -61,130 | -2.14% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,446,939 | 55,504 | 0.04% | 0.04% | 3 | -182,348 | -11.19% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 999,763 | 38,350 | 0.01% | 0.01% | 4 | +38,587 | 4.01% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 915,067 | 35,101 | 0.01% | 0.01% | 5 | +39,508 | 4.51% | Q4 2025 | Feb 18, 2026 |
| Marotta Asset Management | History | Added to | 909,165 | 34,875 | 6.46% | 6.1% | 6 | +23,256 | 2.63% | Q4 2025 | Jan 07, 2026 |
| Flaharty Asset Management, LLC | History | Reduced | 772,465 | 29,631 | 3.7% | 3.69% | 7 | -26,643 | -3.33% | Q4 2025 | Feb 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 732,437 | 28,096 | 0.04% | 0.04% | 8 | -9,599 | -1.29% | Q4 2025 | Feb 18, 2026 |
| O'Brien Wealth Partners LLC | History | Reduced | 730,973 | 28,040 | 3.71% | 3.66% | 9 | -11,884 | -1.6% | Q4 2025 | Jan 22, 2026 |
| Penserra Capital Management LLC | History | Reduced | 673,827 | 25,848 | 0.31% | 0.62% | 10 | -747,268 | -52.58% | Q4 2025 | Feb 12, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 668,209 | 25,632 | 0.88% | 0.88% | 11 | +1,310 | 0.2% | Q4 2025 | Jan 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 535,200 | 20,530 | 0.03% | 0.03% | 12 | -188,052 | -26.0% | Q4 2025 | Feb 12, 2026 |
| Prism Advisors, Inc. | History | Reduced | 503,323 | 19,307 | 5.15% | 5.19% | 13 | -25,172 | -4.76% | Q4 2025 | Jan 23, 2026 |
| ALPS ADVISORS INC | History | Reduced | 403,540 | 15,479 | 0.09% | 0.08% | 14 | -7,450 | -1.81% | Q4 2025 | Feb 12, 2026 |
| Savvy Advisors, Inc. | History | Added to | 391,355 | 15,012 | 0.48% | 0.49% | 15 | +97,456 | 33.16% | Q4 2025 | Jan 20, 2026 |
| SYON CAPITAL LLC | History | Reduced | 343,678 | 13,183 | 0.66% | 0.67% | 16 | -1,251 | -0.36% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 326,498 | 12,507 | 0.0% | 0.0% | 17 | +20,466 | 6.69% | Q4 2025 | Feb 17, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Reduced | 324,397 | 12,443 | 1.57% | 1.54% | 18 | -5,059 | -1.54% | Q4 2025 | Feb 06, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Reduced | 320,043 | 12,276 | 0.46% | 0.59% | 19 | -86,283 | -21.23% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 308,865 | 11,848 | 0.0% | 0.0% | 20 | -130,708 | -29.74% | Q4 2025 | Jan 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 265,770 | 10,194 | 0.0% | 0.0% | 21 | +188,444 | 243.7% | Q4 2025 | Feb 13, 2026 |
| CENTRAL TRUST Co | History | Reduced | 264,284 | 10,137 | 0.2% | 0.23% | 22 | -32,264 | -10.88% | Q4 2025 | Feb 02, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 224,997 | 8,630 | 0.4% | 0.39% | 23 | +4,559 | 2.07% | Q4 2025 | Feb 13, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 217,633 | 8,348 | 0.47% | 0.44% | 24 | -12,810 | -5.56% | Q4 2025 | Feb 06, 2026 |
| HighTower Advisors, LLC | History | Added to | 196,912 | 7,553 | 0.01% | 0.01% | 25 | +1,128 | 0.58% | Q4 2025 | Feb 06, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 195,534 | 7,500 | 0.15% | 0.15% | 26 | -4,100 | -2.05% | Q4 2025 | Jan 14, 2026 |
| Focus Partners Wealth | History | Added to | 190,192 | 7,295 | 0.01% | 0.01% | 27 | +3,598 | 1.93% | Q4 2025 | Feb 13, 2026 |
| Richard P Slaughter Associates Inc | History | Added to | 188,186 | 7,218 | 1.51% | 1.45% | 28 | +2,662 | 1.43% | Q4 2025 | Jan 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 185,172 | 7,103 | 0.01% | 0.01% | 29 | +4,294 | 2.37% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 181,887 | 6,977 | 0.01% | 0.01% | 30 | +2,350 | 1.31% | Q4 2025 | Feb 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 174,213 | 6,682 | 0.28% | 0.26% | 31 | +4,127 | 2.43% | Q4 2025 | Feb 09, 2026 |
| Breakwater Capital Group | History | Reduced | 169,312 | 6,494 | 0.91% | 0.92% | 32 | -2,035 | -1.19% | Q4 2025 | Jan 09, 2026 |
| AlphaCore Capital LLC | History | Reduced | 169,152 | 6,488 | 0.14% | 0.22% | 33 | -7,147 | -4.05% | Q4 2025 | Feb 05, 2026 |
| MA Private Wealth | History | Reduced | 168,951 | 6,480 | 1.08% | 3.51% | 34 | -405,719 | -70.6% | Q4 2025 | Feb 03, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 168,326 | 6,456 | 0.4% | 0.4% | 35 | -804 | -0.48% | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 168,290 | 6,455 | 0.05% | 0.04% | 36 | -840 | -0.5% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Reduced | 167,327 | 6,418 | 0.01% | 0.03% | 37 | -265,622 | -61.35% | Q4 2025 | Feb 11, 2026 |
| Highland Financial Advisors, LLC | History | Added to | 166,813 | 6,398 | 1.77% | 1.7% | 38 | +3,851 | 2.36% | Q4 2025 | Jan 23, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 163,932 | 6,288 | 0.11% | 0.13% | 39 | +3,821 | 2.39% | Q4 2025 | Feb 09, 2026 |
| Nelson Capital Management, LLC | History | Added to | 159,893 | 6,133 | 0.72% | 0.65% | 40 | +9,553 | 6.35% | Q4 2025 | Feb 10, 2026 |
| Private Advisor Group, LLC | History | Reduced | 153,115 | 5,873 | 0.03% | 0.03% | 41 | -2,430 | -1.56% | Q4 2025 | Feb 17, 2026 |
| Krilogy Financial LLC | History | Added to | 134,463 | 5,588 | 0.19% | 0.19% | 42 | +1,712 | 1.29% | Q4 2025 | Jan 27, 2026 |
| Cetera Investment Advisers | History | Reduced | 137,980 | 5,292 | 0.01% | 0.01% | 43 | -4,334 | -3.05% | Q4 2025 | Feb 17, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 128,387 | 4,924 | 1.19% | 1.18% | 44 | +6,104 | 4.99% | Q4 2025 | Feb 02, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 128,302 | 4,921 | 0.19% | 0.18% | 45 | -3,056 | -2.33% | Q4 2025 | Feb 17, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 127,547 | 4,892 | 0.18% | 0.2% | 46 | -20,096 | -13.61% | Q4 2025 | Feb 04, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 126,146 | 4,838 | 0.03% | 0.03% | 47 | +5 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Fortitude Financial, LLC | History | Added to | 116,126 | 4,454 | 3.78% | 2.51% | 48 | +32,021 | 38.07% | Q4 2025 | Jan 27, 2026 |
| New England Capital Financial Advisors LLC | History | Added to | 109,643 | 4,205 | 1.64% | 1.63% | 49 | +3,989 | 3.78% | Q4 2025 | Feb 02, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Reduced | 107,896 | 4,138 | 1.12% | 1.29% | 50 | -12,470 | -10.36% | Q4 2025 | Feb 09, 2026 |
| Vertex Planning Partners, LLC | History | Reduced | 102,119 | 3,917 | 0.91% | 0.71% | 51 | -505 | -0.49% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 101,040 | 3,875 | 0.02% | 0.01% | 52 | +57,292 | 130.96% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 95,483 | 3,662 | 0.0% | 0.0% | 53 | +1,727 | 1.84% | Q4 2025 | Feb 10, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 93,504 | 3,587 | 0.01% | 0.01% | 54 | +16,416 | 21.3% | Q4 2025 | Feb 11, 2026 |
| Mason & Associates Inc | History | Reduced | 88,793 | 3,406 | 0.64% | 0.69% | 55 | -5,027 | -5.36% | Q4 2025 | Feb 05, 2026 |
| Creative Planning | History | Reduced | 88,115 | 3,380 | 0.0% | 0.0% | 56 | -2,084 | -2.31% | Q4 2025 | Feb 17, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 85,288 | 3,271 | 0.11% | 0.12% | 57 | -3,717 | -4.18% | Q4 2025 | Jan 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 76,545 | 2,936 | 0.0% | 0.0% | 58 | +51,039 | 200.11% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 72,425 | 2,778 | 0.01% | 0.01% | 59 | -12,591 | -14.81% | Q4 2025 | Mar 16, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 70,587 | 2,707 | 0.81% | 0.81% | 60 | -399 | -0.56% | Q4 2025 | Jan 23, 2026 |
| &PARTNERS | History | Added to | 68,010 | 2,609 | 0.01% | 0.0% | 61 | +61,135 | 889.24% | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Reduced | 62,712 | 2,405 | 0.04% | 0.05% | 62 | -17,084 | -21.41% | Q4 2025 | Feb 09, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 59,583 | 2,285 | 0.07% | 0.08% | 63 | -4,183 | -6.56% | Q4 2025 | Jan 30, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 58,204 | 2,232 | 0.26% | 0.25% | 64 | +69 | 0.12% | Q4 2025 | Jan 29, 2026 |
| SoundView Advisors Inc. | History | Added to | 57,569 | 2,208 | 0.77% | 0.66% | 65 | +4,539 | 8.56% | Q4 2025 | Feb 06, 2026 |
| FINANCIAL LIFE ADVISORS | History | Reduced | 52,321 | 2,007 | 0.62% | 1.2% | 66 | -50,870 | -49.3% | Q4 2025 | Jan 30, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 49,664 | 1,948 | 0.57% | 0.65% | 67 | -4,913 | -9.0% | Q4 2025 | Jan 06, 2026 |
| CWM, LLC | History | Added to | 48,748 | 1,870 | 0.01% | 0.01% | 68 | +159 | 0.33% | Q4 2025 | Jan 26, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 45,283 | 1,838 | 0.06% | 0.06% | 69 | +1,301 | 2.96% | Q4 2025 | Jan 23, 2026 |
| Arkadios Wealth Advisors | History | New | 47,514 | 1,822 | 0.04% | — | 70 | +47,514 | New | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 46,160 | 1,770 | 0.01% | 0.01% | 71 | +1,166 | 2.59% | Q4 2025 | Feb 18, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 45,126 | 1,731 | 0.06% | 0.06% | 72 | -90 | -0.2% | Q4 2025 | Jan 27, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 45,126 | 1,731 | 0.26% | 0.26% | 73 | -90 | -0.2% | Q4 2025 | Jan 27, 2026 |
| Sheridan Capital Management, LLC | History | Added to | 43,948 | 1,685 | 0.85% | 0.79% | 74 | +2,951 | 7.2% | Q4 2025 | Jan 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 42,728 | 1,639 | 0.0% | 0.0% | 75 | +7,135 | 20.05% | Q4 2025 | Feb 05, 2026 |
| United Advisor Group, LLC | History | Reduced | 41,076 | 1,575 | 0.2% | 0.28% | 76 | -16,399 | -28.53% | Q4 2025 | Jan 26, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 39,011 | 1,496 | 0.25% | 0.25% | 77 | -506 | -1.28% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 38,845 | 1,490 | 0.0% | — | 78 | +38,845 | New | Q4 2025 | Feb 17, 2026 |
| Sigma Planning Corp | History | Added to | 38,219 | 1,466 | 0.04% | 0.03% | 79 | +7,244 | 23.39% | Q4 2025 | Jan 30, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 37,955 | 1,455 | 0.0% | 0.0% | 80 | +3,277 | 9.45% | Q4 2025 | Feb 12, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 34,435 | 1,320 | 0.03% | 0.02% | 81 | +8,057 | 30.54% | Q4 2025 | Feb 02, 2026 |
| Legacy Financial Advisors, Inc. | History | Reduced | 33,301 | 1,277 | 0.18% | 0.17% | 82 | -34 | -0.1% | Q4 2025 | Feb 04, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 32,873 | 1,261 | 0.04% | 0.04% | 83 | -857 | -2.54% | Q4 2025 | Jan 13, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 31,452 | 1,206 | 0.34% | 0.26% | 84 | +6,091 | 24.02% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 31,128 | 1,194 | 0.0% | 0.0% | 85 | +8,438 | 37.19% | Q4 2025 | Feb 11, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 29,935 | 1,148 | 0.01% | 0.01% | 86 | -17,193 | -36.48% | Q4 2025 | Jan 29, 2026 |
| Coastline Trust Co | History | Added to | 29,384 | 1,127 | 0.11% | 0.11% | 87 | +2,321 | 8.58% | Q4 2025 | Jan 05, 2026 |
| Merit Financial Group, LLC | History | Reduced | 27,527 | 1,055 | 0.01% | 0.01% | 88 | -3,285 | -10.66% | Q4 2025 | Jan 26, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 27,119 | 1,040 | 1.03% | — | 89 | +27,119 | New | Q4 2025 | Feb 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 26,494 | 1,016 | 0.03% | 0.03% | 90 | -2,570 | -8.84% | Q4 2025 | Jan 23, 2026 |
| EASTERN BANK | History | Reduced | 26,122 | 1,002 | 0.02% | 0.03% | 91 | -24,820 | -48.72% | Q4 2025 | Jan 14, 2026 |
| Redwood Financial Network Corp | History | Added to | 26,075 | 1,000 | 0.64% | 0.59% | 92 | +552 | 2.16% | Q4 2025 | Feb 10, 2026 |
| Composition Wealth, LLC | History | No change | 24,520 | 940 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 22,497 | 862 | 0.01% | 0.01% | 94 | +6,592 | 41.45% | Q4 2025 | Jan 23, 2026 |
| Cresset Asset Management, LLC | History | Added to | 22,435 | 860 | 0.0% | 0.0% | 95 | +42 | 0.19% | Q4 2025 | Feb 17, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 22,018 | 844 | 0.02% | 0.02% | 96 | +866 | 4.09% | Q4 2025 | Feb 13, 2026 |
| Western Wealth Management, LLC | History | New | 21,743 | 834 | 0.04% | — | 97 | +21,743 | New | Q4 2025 | Feb 05, 2026 |
| Telos Capital Management, Inc. | History | Added to | 20,905 | 801 | 0.07% | 0.07% | 98 | +83 | 0.4% | Q4 2025 | Jan 22, 2026 |
| MANAGED ASSET PORTFOLIOS, LLC | History | Reduced | 20,075 | 770 | 0.09% | 0.09% | 99 | -265 | -1.3% | Q4 2025 | Jan 29, 2026 |
| Advisory Services Network, LLC | History | Added to | 19,995 | 767 | 0.01% | 0.01% | 100 | +80 | 0.4% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 19,916 | 763 | 0.0% | 0.0% | 101 | +1,351 | 7.28% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 18,766 | 720 | 0.0% | — | 102 | +18,766 | New | Q4 2025 | Feb 05, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 18,292 | 701 | 0.1% | 0.16% | 103 | -9,414 | -33.98% | Q4 2025 | Jan 14, 2026 |
| RFG Advisory, LLC | History | Added to | 18,032 | 691 | 0.01% | 0.01% | 104 | +999 | 5.87% | Q4 2025 | Feb 03, 2026 |
| BROWN ADVISORY INC | History | No change | 17,514 | 671 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 17,175 | 658 | 0.04% | 0.04% | 106 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LaFleur & Godfrey LLC | History | Added to | 15,662 | 600 | 0.07% | 0.06% | 107 | +1,767 | 12.72% | Q4 2025 | Feb 03, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 15,542 | 596 | 0.03% | 0.03% | 108 | +2,595 | 20.04% | Q4 2025 | Feb 05, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 15,527 | 595 | 0.06% | 0.07% | 109 | -1,955 | -11.18% | Q4 2025 | Feb 03, 2026 |
| Mariner, LLC | History | Reduced | 14,772 | 566 | 0.0% | 0.0% | 110 | -1,966 | -11.75% | Q4 2025 | Feb 13, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 14,617 | 561 | 0.04% | 0.04% | 111 | -901 | -5.81% | Q4 2025 | Feb 10, 2026 |
| Equitable Holdings, Inc. | History | Added to | 14,613 | 560 | 0.0% | 0.0% | 112 | +7,022 | 92.5% | Q4 2025 | Feb 17, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 13,668 | 524 | 0.04% | 0.05% | 113 | -1,703 | -11.08% | Q4 2025 | Jan 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 12,973 | 497 | 0.02% | 0.01% | 114 | +3,112 | 31.56% | Q4 2025 | Feb 06, 2026 |
| WESCAP Management Group, Inc. | History | Added to | 12,937 | 496 | 0.1% | 0.08% | 115 | +2,615 | 25.33% | Q4 2025 | Feb 11, 2026 |
| Pacific Sage Partners, LLC | History | Added to | 12,491 | 479 | 0.08% | 0.06% | 116 | +2,823 | 29.2% | Q4 2025 | Jan 16, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Reduced | 12,372 | 474 | 0.32% | 0.35% | 117 | -586 | -4.52% | Q4 2025 | Feb 02, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Reduced | 12,287 | 471 | 0.02% | 0.03% | 118 | -2,513 | -16.98% | Q4 2025 | Feb 10, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 10,803 | 414 | 0.08% | 0.01% | 119 | +100 | 0.93% | Q4 2025 | Mar 04, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 9,975 | 382 | 0.0% | 0.0% | 120 | -20,237 | -66.98% | Q4 2025 | Feb 02, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 9,694 | 371 | 0.01% | 0.08% | 121 | -97,089 | -90.92% | Q4 2025 | Feb 17, 2026 |
| Snider Financial Group | History | Reduced | 9,170 | 351 | 0.09% | 0.15% | 122 | -5,875 | -39.05% | Q4 2025 | Jan 21, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Added to | 9,145 | 350 | 0.03% | 0.03% | 123 | +3,123 | 51.86% | Q4 2025 | Feb 11, 2026 |
| MYECFO, LLC | History | New | 8,840 | 339 | 0.14% | — | 124 | +8,840 | New | Q4 2025 | Jan 12, 2026 |
| McAdam, LLC | History | Reduced | 8,566 | 328 | 0.02% | 0.02% | 125 | -20 | -0.23% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 8,203 | 314 | 0.0% | 0.0% | 126 | -728 | -8.15% | Q4 2025 | Feb 17, 2026 |
| BSW Wealth Partners | History | Reduced | 7,780 | 298 | 0.04% | 0.04% | 127 | -498 | -6.02% | Q4 2025 | Jan 23, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 7,533 | 288 | 0.01% | 0.01% | 128 | +107 | 1.44% | Q4 2025 | Feb 05, 2026 |
| ONE Advisory Partners, LLC | History | Reduced | 7,482 | 287 | 0.09% | 0.1% | 129 | -1,024 | -12.04% | Q4 2025 | Jan 12, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 7,359 | 282 | 0.0% | 0.0% | 130 | -1,164 | -13.66% | Q4 2025 | Feb 17, 2026 |
| Smithfield Trust Co | History | Added to | 6,600 | 254 | 0.01% | 0.01% | 131 | +125 | 1.93% | Q4 2025 | Feb 09, 2026 |
| Ridgeline Wealth Planning, LLC | History | Reduced | 6,507 | 249 | 0.18% | 0.18% | 133 | -94 | -1.42% | Q4 2025 | Feb 03, 2026 |
| Avior Wealth Management, LLC | History | Added to | 6,499 | 249 | 0.01% | 0.01% | 132 | +85 | 1.33% | Q4 2025 | Jan 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 6,483 | 248 | 0.0% | 0.0% | 135 | +359 | 5.86% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 6,483 | 248 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 5,939 | 227 | 0.0% | — | 136 | +5,939 | New | Q4 2025 | Feb 11, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 5,524 | 221 | 0.3% | 0.15% | 137 | +2,762 | 100.0% | Q4 2025 | Feb 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 5,434 | 217 | 0.0% | — | 138 | +5,434 | New | Q4 2025 | Jan 08, 2026 |
| Diversified Enterprises, LLC | History | New | 5,405 | 207 | 0.01% | — | 139 | +5,405 | New | Q4 2025 | Jan 28, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | New | 5,382 | 206 | 0.03% | — | 140 | +5,382 | New | Q4 2025 | Jan 27, 2026 |
| Northwest Capital Management Inc | History | Reduced | 5,165 | 198 | 0.86% | 1.61% | 141 | -37,010 | -87.75% | Q4 2025 | Jan 26, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 5,136 | 197 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Westside Investment Management, Inc. | History | Added to | 4,675 | 179 | 0.03% | 0.03% | 143 | +51 | 1.1% | Q4 2025 | Jan 23, 2026 |
| Navigoe, LLC | History | No change | 4,683 | 179 | 0.11% | 0.11% | 144 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Bogart Wealth, LLC | History | Added to | 3,445 | 132 | 0.01% | 0.0% | 145 | +2,545 | 282.78% | Q4 2025 | Jan 30, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 2,559 | 98 | 0.01% | — | 146 | +2,559 | New | Q4 2025 | Feb 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 2,432 | 93 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Allworth Financial LP | History | New | 2,234 | 85 | 0.0% | — | 148 | +2,234 | New | Q4 2025 | Feb 05, 2026 |
| Battery Global Advisors, LLC | History | Reduced | 957 | 75 | 0.03% | 0.02% | 149 | -278 | -22.51% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Reduced | 1,931 | 74 | 0.0% | 0.0% | 150 | -915 | -32.15% | Q4 2025 | Jan 29, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,816 | 69 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| MAI Capital Management | History | Added to | 1,776 | 68 | 0.0% | 0.0% | 152 | +25 | 1.43% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,608 | 61 | 0.0% | 0.0% | 153 | +8 | 0.5% | Q4 2025 | Feb 09, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | Reduced | 1,495 | 57 | 0.09% | 0.97% | 154 | -17,727 | -92.22% | Q4 2025 | Feb 06, 2026 |
| Graney & King, LLC | History | Added to | 1,090 | 41 | 0.02% | 0.03% | 155 | +3 | 0.28% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | New | 851 | 32 | 0.0% | — | 156 | +851 | New | Q4 2025 | Feb 06, 2026 |
| Larson Financial Group LLC | History | Reduced | 783 | 30 | 0.0% | 0.0% | 157 | -127 | -13.96% | Q4 2025 | Feb 06, 2026 |
| ALERUS FINANCIAL NA | History | Reduced | 720 | 27 | 0.0% | 0.0% | 158 | -55 | -7.1% | Q4 2025 | Feb 13, 2026 |
| Stone House Investment Management, LLC | History | No change | 660 | 25 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Key Capital Management, INC | History | New | 620 | 23 | 0.02% | — | 161 | +620 | New | Q4 2025 | Jan 26, 2026 |
| PRIVATE TRUST CO NA | History | No change | 610 | 23 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Investment Research & Advisory Group, Inc. | History | New | 569 | 21 | 0.01% | — | 163 | +569 | New | Q4 2025 | Jan 20, 2026 |
| Golden State Wealth Management, LLC | History | No change | 556 | 21 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Abound Wealth Management | History | Added to | 525 | 20 | 0.0% | 0.0% | 164 | +16 | 3.14% | Q4 2025 | Jan 12, 2026 |
| Arax Advisory Partners | History | No change | 485 | 18 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Main Management LLC | History | No change | 125 | 5 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 108 | 4 | 0.0% | — | 167 | +108 | New | Q4 2025 | Jan 20, 2026 |
| IFP Advisors, Inc | History | Added to | 106 | 4 | 0.0% | 0.0% | 168 | +3 | 2.91% | Q4 2025 | Feb 06, 2026 |
| Tidemark, LLC | History | Added to | 109 | 4 | 0.0% | 0.0% | 169 | +1 | 0.93% | Q4 2025 | Feb 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 100 | 3 | 0.0% | — | 170 | +100 | New | Q4 2025 | Feb 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 34 | 1 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -250,973 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CWC Advisors, LLC. | History | Closed out | 0 | 0 | — | 0.52% | — | -29,374 | -100.0% | Q3 2025 | Oct 10, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -26,475 | -100.0% | Q3 2025 | Nov 03, 2025 |
| EHRLICH FINANCIAL GROUP | History | Closed out | 0 | 0 | — | 0.17% | — | -7,999 | -100.0% | Q3 2025 | Oct 17, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,501 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,808 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,200 | -100.0% | Q3 2025 | Nov 19, 2025 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q3 2025 | Oct 24, 2025 |
| WHITTIER TRUST CO | History | Closed out | 0 | 0 | — | 0.0% | — | -212 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Principia Wealth Advisory, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 10, 2026 |