INVESCO EXCHANGE-TRADED FUND TRUST - XLG
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 14 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 | 11,554,356 | 684,942 | 0.19% | 0.18% | 1 | +856,661 | 8.01% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 6,977,609 | 413,632 | 0.02% | 0.02% | 2 | +144,276 | 2.11% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 4,445,357 | 263,520 | 0.02% | 0.02% | 3 | +197,027 | 4.64% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,841,051 | 227,697 | 0.01% | 0.01% | 4 | +54,449 | 1.44% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,812,317 | 225,994 | 0.04% | 0.04% | 5 | +52,644 | 1.4% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,838,230 | 168,250 | 0.25% | 0.13% | 6 | +1,129,519 | 66.1% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 2,729,485 | 161,803 | 0.05% | 0.05% | 7 | -171,414 | -5.91% | Q4 2025 | Feb 18, 2026 |
| Bank of New York Mellon Corp | History | Added to | 2,479,520 | 146,985 | 0.03% | 0.03% | 8 | +9,069 | 0.37% | Q4 2025 | Feb 10, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 2,467,017 | 146,244 | 8.23% | 9.15% | 9 | -274,284 | -10.01% | Q4 2025 | Feb 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 2,419,940 | 143,647 | 0.19% | 0.21% | 10 | +7,746 | 0.32% | Q4 2025 | Jan 08, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 2,017,792 | 119,614 | 4.48% | 4.42% | 11 | -28,073 | -1.37% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,981,406 | 117,457 | 0.03% | 0.03% | 12 | +17,417 | 0.89% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Reduced | 1,860,745 | 110,304 | 0.02% | 0.02% | 13 | -63,515 | -3.3% | Q4 2025 | Jan 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,717,253 | 101,685 | 0.02% | 0.03% | 14 | -578,767 | -25.21% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,651,117 | 97,878 | 0.02% | — | 15 | +1,651,117 | New | Q4 2025 | Feb 17, 2026 |
| MEANS INVESTMENT CO., INC. | History | Added to | 1,464,216 | 86,798 | 7.31% | 6.95% | 16 | +67,933 | 4.87% | Q4 2025 | Jan 26, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,227,063 | 72,740 | 0.05% | 0.06% | 17 | -369,086 | -23.12% | Q4 2025 | Feb 10, 2026 |
| Lido Advisors, LLC | History | Reduced | 1,250,287 | 72,576 | 0.22% | 0.23% | 18 | -10,160 | -0.81% | Q4 2025 | Feb 10, 2026 |
| Advocacy Wealth Management, LLC | History | Added to | 1,152,408 | 68,314 | 2.86% | 2.73% | 19 | +57,654 | 5.27% | Q4 2025 | Feb 11, 2026 |
| Bogart Wealth, LLC | History | Reduced | 1,074,337 | 63,686 | 2.56% | 2.52% | 20 | -5,384 | -0.5% | Q4 2025 | Jan 30, 2026 |
| Invesco Ltd. | History | Reduced | 1,033,825 | 61,285 | 0.01% | 0.01% | 21 | -74,408 | -6.71% | Q4 2025 | Feb 19, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 1,032,625 | 61,214 | 0.33% | 0.14% | 22 | +490,114 | 90.34% | Q4 2025 | Jan 29, 2026 |
| Austin Private Wealth, LLC | History | Added to | 985,939 | 58,446 | 4.34% | 4.21% | 23 | +20,370 | 2.11% | Q4 2025 | Jan 20, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 945,527 | 56,051 | 0.05% | 0.05% | 24 | +21,020 | 2.27% | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 886,879 | 52,574 | 0.66% | 0.68% | 25 | -9,746 | -1.09% | Q4 2025 | Feb 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 862,918 | 51,153 | 0.12% | 0.12% | 26 | +81,838 | 10.48% | Q4 2025 | Feb 13, 2026 |
| Demars Financial Group, LLC | History | Added to | 795,098 | 47,133 | 15.77% | 15.29% | 27 | +27,593 | 3.6% | Q4 2025 | Jan 22, 2026 |
| Cetera Investment Advisers | History | Added to | 766,097 | 45,414 | 0.05% | 0.04% | 28 | +111,468 | 17.03% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 718,253 | 42,578 | 0.05% | 0.05% | 29 | -5,394 | -0.75% | Q4 2025 | Feb 06, 2026 |
| Private Advisor Group, LLC | History | Added to | 716,980 | 42,502 | 0.2% | 0.19% | 30 | +42,664 | 6.33% | Q4 2025 | Feb 17, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 668,465 | 39,626 | 2.37% | 1.81% | 31 | +124,954 | 22.99% | Q4 2025 | Jan 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 625,297 | 37,067 | 0.02% | 0.02% | 32 | +55,395 | 9.72% | Q4 2025 | Feb 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 573,072 | 33,971 | 0.2% | — | 33 | +573,072 | New | Q4 2025 | Feb 17, 2026 |
| Cedar Wealth Management, LLC | History | Added to | 567,653 | 33,650 | 10.06% | 9.55% | 34 | +25,973 | 4.79% | Q4 2025 | Feb 06, 2026 |
| BROWN ADVISORY INC | History | Added to | 560,799 | 33,244 | 0.05% | 0.0% | 35 | +522,375 | 1359.5% | Q4 2025 | Feb 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 521,774 | 30,930 | 1.17% | 1.1% | 36 | +24,649 | 4.96% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 470,955 | 27,918 | 0.11% | 0.1% | 37 | +92,522 | 24.45% | Q4 2025 | Feb 13, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | Reduced | 468,345 | 27,763 | 8.29% | 8.58% | 38 | -3,357 | -0.71% | Q4 2025 | Jan 26, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 436,691 | 25,887 | 0.0% | 0.0% | 39 | +157,126 | 56.2% | Q4 2025 | Mar 25, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 431,108 | 25,556 | 0.29% | 0.34% | 40 | -71,191 | -14.17% | Q4 2025 | Jan 20, 2026 |
| CITIGROUP INC | History | Added to | 429,991 | 25,489 | 0.01% | 0.01% | 41 | +62,511 | 17.01% | Q4 2025 | Feb 13, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 421,968 | 25,021 | 3.78% | 3.55% | 42 | +17,612 | 4.36% | Q4 2025 | Jan 27, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 412,035 | 24,425 | 3.4% | 3.29% | 43 | +10,364 | 2.58% | Q4 2025 | Jan 29, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 392,210 | 23,250 | 0.04% | 0.04% | 44 | -1,518 | -0.39% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 383,897 | 22,757 | 0.4% | 0.48% | 45 | +7,305 | 1.94% | Q4 2025 | Feb 06, 2026 |
| Core Wealth Advisors, Inc. | History | Added to | 368,872 | 21,866 | 5.67% | 5.52% | 46 | +615 | 0.17% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 367,306 | 21,773 | 0.26% | 0.22% | 47 | -63,384 | -14.72% | Q4 2025 | Feb 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 362,426 | 21,484 | 0.11% | — | 48 | +362,426 | New | Q4 2025 | Feb 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 359,751 | 21,326 | 0.03% | 0.03% | 49 | -60,552 | -14.41% | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 358,333 | 21,242 | 0.06% | 0.06% | 50 | -1,553 | -0.43% | Q4 2025 | Feb 05, 2026 |
| Stonebrook Private Inc. | History | Added to | 352,065 | 20,870 | 4.37% | 3.16% | 51 | +97,556 | 38.33% | Q4 2025 | Feb 11, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 351,000 | 20,807 | 0.06% | 0.07% | 52 | -18,000 | -4.88% | Q4 2025 | Jan 26, 2026 |
| One Wealth Advisors, LLC | History | Added to | 343,632 | 20,370 | 2.49% | 2.36% | 53 | +16,819 | 5.15% | Q4 2025 | Feb 02, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Reduced | 340,506 | 20,185 | 3.83% | 2.82% | 54 | -10,654 | -3.03% | Q4 2025 | Feb 02, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 332,338 | 19,700 | 0.13% | 0.14% | 55 | -530 | -0.16% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 320,335 | 18,989 | 0.03% | 0.03% | 56 | +11,961 | 3.88% | Q4 2025 | Mar 16, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 308,147 | 18,266 | 1.33% | 1.32% | 57 | +5,787 | 1.91% | Q4 2025 | Feb 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 306,782 | 18,186 | 0.03% | 0.02% | 58 | +55,251 | 21.97% | Q4 2025 | Feb 18, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 294,637 | 17,466 | 1.01% | 1.02% | 59 | -660 | -0.22% | Q4 2025 | Jan 29, 2026 |
| Keystone Financial Group | History | Added to | 287,094 | 17,018 | 1.26% | 1.21% | 60 | +11,516 | 4.18% | Q4 2025 | Feb 06, 2026 |
| IFG Advisory, LLC | History | Added to | 280,299 | 16,616 | 0.72% | 0.71% | 61 | +7,028 | 2.57% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 271,431 | 16,090 | 0.17% | 0.24% | 62 | -4,429 | -1.61% | Q4 2025 | Jan 23, 2026 |
| BANK HAPOALIM BM | History | No change | 262,000 | 15,531 | 1.35% | 1.85% | 63 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PFG Advisors | History | Added to | 258,331 | 15,313 | 0.74% | 0.49% | 64 | +49,165 | 23.51% | Q4 2025 | Jan 27, 2026 |
| POM Investment Strategies, LLC | History | Added to | 258,095 | 15,299 | 7.87% | 7.72% | 65 | +11,303 | 4.58% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Added to | 253,606 | 15,033 | 0.09% | 0.07% | 66 | +52,918 | 26.37% | Q4 2025 | Jan 26, 2026 |
| Summit Financial, LLC | History | Reduced | 252,968 | 14,995 | 0.22% | 0.26% | 67 | -46,002 | -15.39% | Q4 2025 | Feb 13, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Added to | 252,643 | 14,976 | 2.01% | 1.74% | 68 | +64,375 | 34.19% | Q4 2025 | Feb 17, 2026 |
| Security Financial Services, INC. | History | Added to | 247,258 | 14,657 | 2.3% | 2.27% | 69 | +3,644 | 1.5% | Q4 2025 | Jan 27, 2026 |
| TSFG, LLC | History | Added to | 246,889 | 14,636 | 2.19% | 1.89% | 70 | +40,060 | 19.37% | Q4 2025 | Feb 04, 2026 |
| NewEdge Advisors, LLC | History | Added to | 242,488 | 14,374 | 0.05% | 0.06% | 71 | +3,726 | 1.56% | Q4 2025 | Feb 18, 2026 |
| One Capital Management, LLC | History | Added to | 242,124 | 14,353 | 0.43% | 0.44% | 72 | +3,545 | 1.49% | Q4 2025 | Feb 10, 2026 |
| PMG Wealth Management, Inc. | History | Added to | 231,510 | 13,723 | 10.06% | 10.07% | 73 | +588 | 0.25% | Q4 2025 | Jan 23, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Added to | 231,285 | 13,710 | 4.92% | 4.8% | 74 | +5,455 | 2.42% | Q4 2025 | Feb 10, 2026 |
| Cyr Financial Inc. | History | Reduced | 230,937 | 13,689 | 8.54% | 9.56% | 75 | -12,313 | -5.06% | Q4 2025 | Jan 16, 2026 |
| Mariner, LLC | History | Reduced | 229,729 | 13,618 | 0.02% | 0.02% | 76 | -8,408 | -3.53% | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | Added to | 224,415 | 13,303 | 0.04% | 0.02% | 77 | +116,999 | 108.92% | Q4 2025 | Feb 12, 2026 |
| Green Ridge Wealth Planning LLC | History | New | 215,624 | 12,782 | 6.54% | — | 78 | +215,624 | New | Q4 2025 | Mar 11, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 214,224 | 12,699 | 0.03% | 0.02% | 79 | +52,147 | 32.17% | Q4 2025 | Feb 11, 2026 |
| Oxford Wealth Group, LLC | History | New | 211,348 | 12,528 | 6.09% | — | 80 | +211,348 | New | Q4 2025 | Feb 10, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 209,517 | 12,420 | 0.12% | 0.13% | 81 | -7,674 | -3.53% | Q4 2025 | Feb 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 205,003 | 12,152 | 0.72% | 0.73% | 82 | -357 | -0.17% | Q4 2025 | Feb 10, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 203,096 | 12,040 | 0.55% | 0.53% | 83 | +5,747 | 2.91% | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 202,337 | 11,994 | 0.14% | 0.15% | 84 | +46,306 | 29.68% | Q4 2025 | Jan 29, 2026 |
| Estate Planners Group, LLC | History | New | 201,128 | 11,922 | 5.17% | — | 85 | +201,128 | New | Q4 2025 | Apr 07, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 201,085 | 11,920 | 2.5% | 2.66% | 86 | -8,847 | -4.21% | Q4 2025 | Jan 07, 2026 |
| Avestar Capital, LLC | History | Reduced | 190,911 | 11,317 | 0.73% | 0.73% | 87 | -4,078 | -2.09% | Q4 2025 | Feb 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 183,724 | 10,891 | 0.09% | 0.08% | 88 | +9,273 | 5.32% | Q4 2025 | Jan 05, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 177,294 | 10,510 | 0.27% | 0.2% | 89 | +52,599 | 42.18% | Q4 2025 | Feb 17, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 171,491 | 10,165 | 2.36% | 1.87% | 90 | +1,877 | 1.11% | Q4 2025 | Feb 17, 2026 |
| Ethos Financial Group, LLC | History | Added to | 169,922 | 10,072 | 0.74% | 0.14% | 91 | +138,498 | 440.74% | Q4 2025 | Jan 20, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 169,834 | 10,067 | 2.36% | 1.9% | 92 | +36,134 | 27.03% | Q4 2025 | Jan 16, 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | History | New | 169,519 | 10,049 | 2.31% | — | 93 | +169,519 | New | Q4 2025 | Feb 03, 2026 |
| Atria Investments, Inc | History | Added to | 169,324 | 10,037 | 0.11% | 0.11% | 94 | +4,489 | 2.72% | Q4 2025 | Feb 05, 2026 |
| McNaughton Wealth Management, LLC | History | Added to | 166,928 | 9,895 | 4.07% | 3.86% | 95 | +7,723 | 4.85% | Q4 2025 | Jan 12, 2026 |
| JSF Financial, LLC | History | Reduced | 165,933 | 9,836 | 2.04% | 2.18% | 96 | -4,753 | -2.78% | Q4 2025 | Feb 04, 2026 |
| World Investment Advisors | History | Reduced | 164,439 | 9,747 | 0.16% | 0.21% | 97 | -13,618 | -7.65% | Q4 2025 | Mar 12, 2026 |
| Mutual Advisors, LLC | History | Added to | 163,906 | 9,716 | 0.21% | 0.18% | 98 | +24,984 | 17.98% | Q4 2025 | Feb 02, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 163,586 | 9,697 | 1.79% | 1.86% | 99 | +196 | 0.12% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 161,932 | 9,599 | 0.0% | 0.05% | 100 | +28,566 | 21.42% | Q4 2025 | Feb 12, 2026 |
| Elevation Capital Advisory, LLC | History | Added to | 161,707 | 9,586 | 3.92% | 2.95% | 101 | +33,420 | 26.05% | Q4 2025 | Jan 26, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 161,674 | 9,584 | 4.02% | 4.41% | 102 | -19,187 | -10.61% | Q4 2025 | Feb 13, 2026 |
| Seros Financial, LLC | History | Added to | 161,359 | 9,565 | 5.61% | 4.74% | 103 | +25,230 | 18.53% | Q4 2025 | Feb 06, 2026 |
| KPP Advisory Services LLC | History | Added to | 161,093 | 9,549 | 1.39% | 1.2% | 104 | +19,949 | 14.13% | Q4 2025 | Feb 02, 2026 |
| Western Wealth Management, LLC | History | Added to | 159,380 | 9,448 | 0.44% | 0.31% | 105 | +55,769 | 53.83% | Q4 2025 | Feb 05, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 157,993 | 9,365 | 1.13% | 1.09% | 106 | +6,758 | 4.47% | Q4 2025 | Jan 13, 2026 |
| Hobbs Wealth Management, LLC | History | Added to | 157,257 | 9,322 | 9.08% | 7.49% | 107 | +1,938 | 1.25% | Q4 2025 | Jan 29, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 152,752 | 9,055 | 0.07% | 0.08% | 108 | -4,215 | -2.69% | Q4 2025 | Feb 13, 2026 |
| Daviman Financial, LLC | History | New | 147,367 | 8,735 | 5.13% | — | 109 | +147,367 | New | Q4 2025 | Feb 06, 2026 |
| Jackson Wealth Management, LLC | History | Added to | 143,580 | 8,511 | 0.83% | 0.82% | 110 | +1,567 | 1.1% | Q4 2025 | Jan 20, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 142,321 | 8,436 | 0.41% | 0.41% | 111 | -5,700 | -3.85% | Q4 2025 | Jan 20, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 135,602 | 8,038 | 0.05% | 0.05% | 112 | -1,796 | -1.31% | Q4 2025 | Jan 29, 2026 |
| Maia Wealth LLC | History | Reduced | 137,611 | 7,876 | 1.34% | 1.69% | 113 | -30,944 | -18.36% | Q4 2025 | Feb 17, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Added to | 124,132 | 7,358 | 1.95% | 1.01% | 114 | +65,116 | 110.34% | Q4 2025 | Jan 12, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 121,694 | 7,214 | 2.31% | 2.13% | 115 | +11,884 | 10.82% | Q4 2025 | Feb 13, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 117,638 | 6,973 | 0.65% | 0.64% | 116 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Client First Capital LLC | History | Reduced | 114,595 | 6,793 | 2.86% | 2.95% | 117 | -472 | -0.41% | Q4 2025 | Jan 26, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 114,461 | 6,785 | 0.17% | 0.14% | 118 | +20,549 | 21.88% | Q4 2025 | Jan 29, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Added to | 111,148 | 6,589 | 0.06% | 0.0% | 119 | +105,705 | 1942.04% | Q4 2025 | Jan 28, 2026 |
| Sage Mountain Advisors LLC | History | No change | 107,683 | 6,383 | 0.34% | 0.35% | 120 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 106,741 | 6,327 | 0.45% | 0.44% | 121 | +2,900 | 2.79% | Q4 2025 | Feb 11, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 105,992 | 6,283 | 2.77% | 2.02% | 122 | +25,620 | 31.88% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | No change | 105,818 | 6,272 | 0.02% | 0.03% | 123 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 104,838 | 6,214 | 0.13% | 0.14% | 124 | +2,481 | 2.42% | Q4 2025 | Feb 03, 2026 |
| Almanack Investment Partners, LLC. | History | New | 103,851 | 6,156 | 1.05% | — | 125 | +103,851 | New | Q4 2025 | Jan 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 103,296 | 6,123 | 0.03% | 0.03% | 126 | +4,069 | 4.1% | Q4 2025 | Feb 12, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Added to | 100,195 | 5,939 | 1.73% | 1.08% | 127 | +43,257 | 75.97% | Q4 2025 | Feb 11, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 98,999 | 5,868 | 0.21% | 0.26% | 128 | +1,708 | 1.76% | Q4 2025 | Feb 09, 2026 |
| CWM, LLC | History | Added to | 98,965 | 5,867 | 0.02% | 0.02% | 129 | +8,363 | 9.23% | Q4 2025 | Jan 26, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 97,398 | 5,773 | 0.24% | 0.21% | 130 | +11,531 | 13.43% | Q4 2025 | Feb 09, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 95,898 | 5,684 | 0.15% | 0.25% | 131 | -66,318 | -40.88% | Q4 2025 | Jan 23, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 94,841 | 5,622 | 3.72% | 3.63% | 132 | +2,674 | 2.9% | Q4 2025 | Feb 11, 2026 |
| PAX Financial Group, LLC | History | Reduced | 93,415 | 5,537 | 0.95% | 0.97% | 133 | -656 | -0.7% | Q4 2025 | Feb 05, 2026 |
| Focus Financial Network, Inc. | History | Added to | 90,812 | 5,383 | 0.19% | 0.17% | 134 | +5,504 | 6.45% | Q4 2025 | Jan 12, 2026 |
| Bawa N Mallick Trust | History | No change | 90,000 | 5,335 | 1.98% | 1.96% | 135 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| M1 Capital Management LLC | History | Added to | 87,813 | 5,205 | 2.17% | 1.78% | 136 | +15,985 | 22.25% | Q4 2025 | Feb 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 86,136 | 5,106 | 0.55% | 0.54% | 137 | +2,253 | 2.69% | Q4 2025 | Jan 23, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Added to | 84,754 | 5,024 | 3.12% | 2.12% | 138 | +25,328 | 42.62% | Q4 2025 | Jan 12, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 84,420 | 5,004 | 4.26% | 8.22% | 139 | -1,268,887 | -93.76% | Q4 2025 | Feb 06, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 84,223 | 4,992 | 0.1% | 0.1% | 140 | +667 | 0.8% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 81,582 | 4,836 | 0.07% | 0.1% | 141 | -18,792 | -18.72% | Q4 2025 | Feb 12, 2026 |
| Ackerman Asset Management, LLC | History | No change | 80,835 | 4,791 | 3.19% | 3.33% | 142 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 80,280 | 4,759 | 4.72% | — | 143 | +80,280 | New | Q4 2025 | Feb 12, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 80,071 | 4,746 | 0.37% | 0.33% | 144 | -1,092 | -1.35% | Q4 2025 | Jan 23, 2026 |
| Stenger Family Office, LLC | History | Reduced | 78,084 | 4,628 | 0.96% | 1.01% | 145 | -4,323 | -5.25% | Q4 2025 | Mar 04, 2026 |
| Apeiron RIA LLC | History | Reduced | 77,913 | 4,618 | 0.94% | 1.34% | 146 | -25,580 | -24.72% | Q4 2025 | Feb 03, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 73,847 | 4,357 | 1.47% | 1.48% | 147 | +1,618 | 2.24% | Q4 2025 | Feb 10, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 72,704 | 4,309 | 0.06% | 0.04% | 148 | +16,191 | 28.65% | Q4 2025 | Feb 02, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 72,417 | 4,273 | 0.72% | 0.78% | 149 | -3,318 | -4.38% | Q4 2025 | Feb 06, 2026 |
| Laraway Financial Advisors Inc | History | Added to | 70,963 | 4,206 | 2.74% | 2.66% | 150 | +3,333 | 4.93% | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 69,368 | 4,112 | 0.02% | 0.02% | 151 | -12,504 | -15.27% | Q4 2025 | Feb 12, 2026 |
| WealthPoint Financial, LLC | History | New | 69,239 | 4,104 | 3.57% | — | 152 | +69,239 | New | Q4 2025 | Feb 19, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 69,054 | 4,093 | 1.41% | 1.68% | 153 | -5,231 | -7.04% | Q4 2025 | Jan 08, 2026 |
| Focus Partners Wealth | History | Added to | 68,636 | 4,068 | 0.0% | 0.01% | 154 | +6,107 | 9.77% | Q4 2025 | Feb 13, 2026 |
| Truvestments Capital LLC | History | Reduced | 68,032 | 4,032 | 0.73% | 0.75% | 155 | -4,576 | -6.3% | Q4 2025 | Feb 13, 2026 |
| RIA Advisory Group LLC | History | Reduced | 66,633 | 3,949 | 0.95% | 1.02% | 156 | -2,563 | -3.7% | Q4 2025 | Feb 02, 2026 |
| Redwood Investment Management, LLC | History | Added to | 66,486 | 3,941 | 0.44% | 0.18% | 157 | +36,836 | 124.24% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 65,650 | 3,891 | 0.01% | 0.01% | 158 | -9,132 | -12.21% | Q4 2025 | Feb 02, 2026 |
| BUSH INVESTMENT GROUP, LLC | History | Added to | 64,332 | 3,813 | 2.13% | 2.15% | 159 | +1,123 | 1.78% | Q4 2025 | Mar 05, 2026 |
| FORONJY FINANCIAL LLC | History | Reduced | 62,890 | 3,728 | 1.56% | 1.73% | 160 | -5,700 | -8.31% | Q4 2025 | Feb 03, 2026 |
| Leo Wealth, LLC | History | Added to | 62,363 | 3,696 | 0.27% | 0.4% | 161 | +9,189 | 17.28% | Q4 2025 | Jan 21, 2026 |
| City Center Advisors, LLC | History | Reduced | 62,051 | 3,678 | 3.38% | 3.74% | 162 | -4,820 | -7.21% | Q4 2025 | Jan 05, 2026 |
| WealthTrak Capital Management LLC | History | Added to | 61,626 | 3,653 | 2.62% | 2.18% | 164 | +15,664 | 34.08% | Q4 2025 | Feb 10, 2026 |
| Allen Investment Management, LLC | History | No change | 61,636 | 3,653 | 0.04% | 0.04% | 163 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| &PARTNERS | History | Added to | 63,204 | 3,647 | 0.02% | 0.02% | 165 | +5,186 | 8.94% | Q4 2025 | Feb 17, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 59,945 | 3,554 | 0.22% | 0.2% | 166 | +5,757 | 10.62% | Q4 2025 | Feb 13, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 59,775 | 3,543 | 0.11% | 0.11% | 167 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Chatterton & Associates Inc. | History | New | 58,972 | 3,495 | 2.99% | — | 168 | +58,972 | New | Q4 2025 | Jan 20, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 58,705 | 3,480 | 0.11% | 0.14% | 169 | -5,375 | -8.39% | Q4 2025 | Feb 17, 2026 |
| Sigma Planning Corp | History | Reduced | 58,628 | 3,475 | 0.1% | 0.1% | 170 | -2,691 | -4.39% | Q4 2025 | Jan 30, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 58,026 | 3,439 | 0.1% | 0.09% | 171 | +3,117 | 5.68% | Q4 2025 | Feb 05, 2026 |
| Sowell Financial Services LLC | History | Added to | 57,904 | 3,432 | 0.13% | 0.13% | 172 | +619 | 1.08% | Q4 2025 | Jan 21, 2026 |
| Copia Wealth Management | History | Reduced | 57,497 | 3,408 | 2.44% | 2.63% | 173 | -4,089 | -6.64% | Q4 2025 | Feb 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 57,125 | 3,386 | 0.16% | 0.27% | 174 | -9,197 | -13.87% | Q4 2025 | Feb 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 56,935 | 3,375 | 0.05% | 0.07% | 175 | -9,387 | -14.15% | Q4 2025 | Feb 06, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 56,887 | 3,372 | 1.26% | 1.31% | 176 | -1,128 | -1.94% | Q4 2025 | Jan 08, 2026 |
| Waverly Advisors, LLC | History | Added to | 56,030 | 3,321 | 0.03% | 0.01% | 177 | +45,712 | 443.03% | Q4 2025 | Feb 17, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 55,892 | 3,313 | 0.1% | 0.08% | 178 | +12,596 | 29.09% | Q4 2025 | Feb 12, 2026 |
| Penserra Capital Management LLC | History | New | 55,557 | 3,293 | 0.04% | — | 179 | +55,557 | New | Q4 2025 | Feb 12, 2026 |
| US BANCORP \DE\ | History | Added to | 54,622 | 3,237 | 0.0% | 0.0% | 180 | +800 | 1.49% | Q4 2025 | Jan 30, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 54,551 | 3,233 | 0.48% | 0.43% | 181 | +4,622 | 9.26% | Q4 2025 | Feb 12, 2026 |
| Summit Financial Consulting LLC | History | Added to | 53,979 | 3,199 | 2.32% | 2.23% | 182 | +5,456 | 11.24% | Q4 2025 | Jan 23, 2026 |
| Centennial Bank/AR/ | History | Reduced | 53,750 | 3,186 | 1.27% | 2.33% | 183 | -49,225 | -47.8% | Q4 2025 | Feb 17, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 52,112 | 3,089 | 0.18% | 0.51% | 184 | -93,474 | -64.21% | Q4 2025 | Feb 17, 2026 |
| Empowered Funds, LLC | History | Reduced | 52,112 | 3,089 | 0.05% | 0.08% | 185 | -93,474 | -64.21% | Q4 2025 | Feb 18, 2026 |
| FMR LLC | History | Added to | 51,974 | 3,081 | 0.0% | 0.0% | 186 | +8,301 | 19.01% | Q4 2025 | Feb 17, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 51,760 | 3,068 | 0.0% | 0.0% | 187 | -6,449 | -11.08% | Q4 2025 | Feb 09, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 50,947 | 3,038 | 0.21% | 0.09% | 188 | +30,656 | 151.08% | Q4 2025 | Jan 15, 2026 |
| WIN ADVISORS, INC | History | New | 50,907 | 3,017 | 1.28% | — | 189 | +50,907 | New | Q4 2025 | Feb 04, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 58,082 | 2,976 | 0.07% | 0.06% | 190 | +3,275 | 5.98% | Q4 2025 | Feb 11, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 50,080 | 2,968 | 0.24% | 0.22% | 191 | +6,803 | 15.72% | Q4 2025 | Jan 23, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 50,048 | 2,966 | 0.31% | 0.31% | 192 | -1,696 | -3.28% | Q4 2025 | Jan 27, 2026 |
| Portus Wealth Advisors, LLC | History | Added to | 49,758 | 2,949 | 2.78% | 2.81% | 193 | +705 | 1.44% | Q4 2025 | Jan 27, 2026 |
| Cresta Advisors, Ltd. | History | Added to | 49,706 | 2,946 | 1.24% | 1.25% | 194 | +1,161 | 2.39% | Q4 2025 | Feb 03, 2026 |
| Bulwark Capital Corp | History | No change | 48,736 | 2,889 | 2.05% | 2.18% | 195 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| COMERICA BANK | History | Added to | 48,415 | 2,870 | 0.01% | 0.01% | 196 | +5,457 | 12.7% | Q4 2025 | Jan 29, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 46,458 | 2,754 | 0.33% | 0.28% | 197 | +7,763 | 20.06% | Q4 2025 | Jan 26, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 45,265 | 2,683 | 0.1% | 0.12% | 198 | -8,196 | -15.33% | Q4 2025 | Feb 02, 2026 |
| Milestone Asset Management Group, LLC | History | Reduced | 44,961 | 2,665 | 1.5% | 1.65% | 199 | -752 | -1.65% | Q4 2025 | Feb 03, 2026 |
| Capstone Wealth Management Group LLC | History | Added to | 44,322 | 2,627 | 1.59% | 1.62% | 200 | +101 | 0.23% | Q4 2025 | Jan 09, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 44,074 | 2,612 | 0.21% | 0.14% | 201 | +16,949 | 62.48% | Q4 2025 | Jan 13, 2026 |
| LWM Advisory Services, LLC | History | Reduced | 42,215 | 2,502 | 1.47% | 1.43% | 202 | -563 | -1.32% | Q4 2025 | Feb 12, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | New | 41,332 | 2,438 | 2.12% | — | 203 | +41,332 | New | Q4 2025 | Feb 11, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 40,953 | 2,427 | 0.15% | 0.15% | 204 | +2,385 | 6.18% | Q4 2025 | Feb 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 40,577 | 2,405 | 0.0% | 0.0% | 205 | +3,494 | 9.42% | Q4 2025 | Feb 17, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 40,425 | 2,396 | 0.15% | 0.15% | 206 | +3,578 | 9.71% | Q4 2025 | Feb 11, 2026 |
| SAPIENT CAPITAL LLC | History | Reduced | 40,183 | 2,389 | 0.03% | 0.04% | 207 | -3,717 | -8.47% | Q4 2025 | Feb 05, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Added to | 40,117 | 2,378 | 0.86% | 0.62% | 208 | +13,295 | 49.57% | Q4 2025 | Jan 26, 2026 |
| McAdam, LLC | History | Reduced | 39,947 | 2,368 | 0.11% | 0.12% | 209 | -1,660 | -3.99% | Q4 2025 | Feb 13, 2026 |
| Strategic Blueprint, LLC | History | Added to | 39,944 | 2,367 | 0.14% | 0.06% | 210 | +14,136 | 54.77% | Q4 2025 | Jan 30, 2026 |
| Balance Wealth, LLC | History | Added to | 39,453 | 2,338 | 0.75% | 0.56% | 211 | +54 | 0.14% | Q4 2025 | Jan 21, 2026 |
| Clearview Wealth Advisors LLC | History | Added to | 38,554 | 2,285 | 1.45% | 0.74% | 212 | +18,433 | 91.61% | Q4 2025 | Feb 17, 2026 |
| Walker Asset Management, LLC | History | Reduced | 38,403 | 2,276 | 1.22% | 1.25% | 213 | -214 | -0.55% | Q4 2025 | Jan 16, 2026 |
| BlackRock, Inc. | History | Added to | 38,230 | 2,266 | 0.0% | 0.0% | 214 | +5,224 | 15.83% | Q4 2025 | Feb 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 38,200 | 2,264 | 0.0% | 0.01% | 215 | -90,700 | -70.36% | Q4 2025 | Feb 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 38,143 | 2,261 | 0.02% | 0.02% | 216 | -2,234 | -5.53% | Q4 2025 | Feb 12, 2026 |
| Merkkuri Wealth Advisors LLC | History | Reduced | 37,909 | 2,247 | 1.53% | 1.65% | 217 | -1,651 | -4.17% | Q4 2025 | Jan 29, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 37,208 | 2,205 | 0.21% | 0.19% | 218 | +3,485 | 10.33% | Q4 2025 | Jan 29, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Reduced | 36,928 | 2,189 | 1.2% | 1.23% | 219 | -555 | -1.48% | Q4 2025 | Jan 21, 2026 |
| Archer Investment Management, LLC | History | New | 36,513 | 2,164 | 1.16% | — | 220 | +36,513 | New | Q4 2025 | Jan 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 36,346 | 2,154 | 0.04% | 0.04% | 221 | +2,035 | 5.93% | Q4 2025 | Feb 09, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 36,094 | 2,139 | 0.13% | 0.14% | 222 | -891 | -2.41% | Q4 2025 | Feb 18, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 35,983 | 2,133 | 0.6% | 0.48% | 223 | +7,267 | 25.31% | Q4 2025 | Feb 05, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 35,868 | 2,126 | 0.31% | — | 224 | +35,868 | New | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | Added to | 35,753 | 2,104 | 0.1% | 0.0% | 225 | +34,915 | 4166.47% | Q4 2025 | Jan 21, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 35,510 | 2,094 | 1.07% | 0.48% | 226 | +20,629 | 138.63% | Q4 2025 | Jan 29, 2026 |
| Brookstone Capital Management | History | Added to | 35,256 | 2,090 | 0.02% | 0.02% | 227 | +2,342 | 7.12% | Q4 2025 | Jan 15, 2026 |
| GREENLEAF TRUST | History | No change | 35,220 | 2,087 | 0.02% | 0.02% | 228 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| NBC SECURITIES, INC. | History | Added to | 34,700 | 2,057 | 0.15% | 0.15% | 229 | +375 | 1.09% | Q4 2025 | Jan 29, 2026 |
| Quantinno Capital Management LP | History | Added to | 34,655 | 2,054 | 0.0% | 0.0% | 230 | +7,851 | 29.29% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 34,560 | 2,048 | 0.03% | — | 231 | +34,560 | New | Q4 2025 | Feb 11, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 33,784 | 2,002 | 0.21% | 0.21% | 232 | -374 | -1.09% | Q4 2025 | Jan 20, 2026 |
| Goodwin Investment Advisory | History | No change | 33,660 | 1,995 | 2.19% | 2.08% | 233 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Diversified Enterprises, LLC | History | Added to | 33,492 | 1,985 | 0.12% | 0.13% | 234 | +180 | 0.54% | Q4 2025 | Jan 28, 2026 |
| RDA Financial Network | History | Reduced | 33,322 | 1,975 | 0.48% | 0.52% | 235 | -3,420 | -9.31% | Q4 2025 | Jan 06, 2026 |
| XY Planning Network, Inc. | History | New | 33,263 | 1,971 | 0.34% | — | 236 | +33,263 | New | Q4 2025 | Jan 26, 2026 |
| CoreCap Advisors, LLC | History | Added to | 32,978 | 1,954 | 0.07% | 0.03% | 237 | +16,309 | 97.84% | Q4 2025 | Jan 13, 2026 |
| Ethos Capital Management, Inc. | History | New | 32,136 | 1,905 | 1.79% | — | 239 | +32,136 | New | Q4 2025 | Jan 21, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 32,150 | 1,905 | 0.01% | 0.01% | 238 | +212 | 0.66% | Q4 2025 | Feb 13, 2026 |
| QUANTIFY CHAOS ADVISORS, LLC | History | New | 32,108 | 1,903 | 5.77% | — | 240 | +32,108 | New | Q4 2025 | Feb 06, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | New | 31,134 | 1,845 | 0.39% | — | 241 | +31,134 | New | Q4 2025 | Feb 13, 2026 |
| Colonial River Investments, LLC | History | Added to | 31,104 | 1,843 | 0.66% | 0.64% | 242 | +999 | 3.32% | Q4 2025 | Feb 04, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 30,893 | 1,831 | 0.1% | 0.12% | 243 | -3,159 | -9.28% | Q4 2025 | Jan 26, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 30,836 | 1,827 | 0.03% | 0.04% | 244 | +856 | 2.86% | Q4 2025 | Feb 19, 2026 |
| RM Financial Services, LLC | History | New | 30,425 | 1,803 | 1.6% | — | 245 | +30,425 | New | Q4 2025 | Feb 11, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 30,214 | 1,791 | 0.16% | 0.15% | 246 | +1,257 | 4.34% | Q4 2025 | Jan 26, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 29,845 | 1,769 | 0.26% | 0.09% | 247 | +18,865 | 171.81% | Q4 2025 | Feb 10, 2026 |
| Vantage Point Financial LLC | History | Reduced | 29,577 | 1,753 | 0.63% | 0.68% | 248 | -804 | -2.65% | Q4 2025 | Feb 02, 2026 |
| Capital CS Group, LLC | History | Added to | 29,233 | 1,732 | 2.67% | 2.59% | 249 | +649 | 2.27% | Q4 2025 | Jan 09, 2026 |
| Creative Planning | History | Reduced | 29,154 | 1,728 | 0.0% | 0.0% | 250 | -4,321 | -12.91% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Reduced | 29,120 | 1,726 | 0.02% | 0.02% | 251 | -490 | -1.65% | Q4 2025 | Feb 17, 2026 |
| Cassilly Financial Group LLC | History | New | 29,011 | 1,719 | 1.52% | — | 252 | +29,011 | New | Q4 2025 | Jan 15, 2026 |
| Claro Advisors Inc. | History | Added to | 28,940 | 1,715 | 0.23% | 0.21% | 253 | +4,170 | 16.83% | Q4 2025 | Feb 17, 2026 |
| Cannon Advisors, Inc. | History | Reduced | 27,538 | 1,623 | 1.14% | 1.17% | 254 | -2,291 | -7.68% | Q4 2025 | Jan 15, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Added to | 26,934 | 1,596 | 0.77% | 0.69% | 255 | +2,290 | 9.29% | Q4 2025 | Feb 13, 2026 |
| VestGen Advisors, LLC | History | Added to | 26,797 | 1,588 | 0.07% | 0.03% | 256 | +9,345 | 53.55% | Q4 2025 | Feb 17, 2026 |
| FWG Investments, LLC. | History | Reduced | 26,330 | 1,560 | 0.99% | 1.06% | 257 | -628 | -2.33% | Q4 2025 | Jan 28, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 26,031 | 1,543 | 0.0% | 48.27% | 258 | -154,721 | -85.6% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | New | 25,800 | 1,529 | 0.0% | — | 259 | +25,800 | New | Q4 2025 | Mar 20, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 25,886 | 1,528 | 0.05% | 0.05% | 260 | -991 | -3.69% | Q4 2025 | Jan 06, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 25,713 | 1,524 | 0.35% | 0.32% | 261 | +1,602 | 6.64% | Q4 2025 | Feb 17, 2026 |
| MOLLER WEALTH PARTNERS | History | Reduced | 25,450 | 1,508 | 0.32% | 0.44% | 262 | -10,862 | -29.91% | Q4 2025 | Jan 08, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 25,357 | 1,503 | 0.02% | 0.03% | 263 | -6,531 | -20.48% | Q4 2025 | Feb 10, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 24,917 | 1,477 | 0.31% | 0.24% | 264 | +5,913 | 31.11% | Q4 2025 | Jan 29, 2026 |
| Catalina Capital Group, LLC | History | Added to | 24,709 | 1,464 | 0.89% | 0.6% | 265 | +7,610 | 44.51% | Q4 2025 | Jan 16, 2026 |
| Allworth Financial LP | History | New | 24,589 | 1,457 | 0.01% | — | 266 | +24,589 | New | Q4 2025 | Feb 05, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 24,502 | 1,452 | 0.01% | — | 267 | +24,502 | New | Q4 2025 | Feb 18, 2026 |
| Merit Financial Group, LLC | History | Added to | 24,431 | 1,448 | 0.01% | 0.01% | 268 | +119 | 0.49% | Q4 2025 | Jan 26, 2026 |
| RFG Advisory, LLC | History | Added to | 24,182 | 1,433 | 0.03% | 0.03% | 269 | +1,842 | 8.25% | Q4 2025 | Feb 03, 2026 |
| Optivise Advisory Services LLC | History | New | 23,858 | 1,414 | 0.82% | — | 270 | +23,858 | New | Q4 2025 | Jan 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 23,822 | 1,412 | 0.09% | 0.04% | 271 | +12,520 | 110.78% | Q4 2025 | Feb 06, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 23,275 | 1,379 | 0.94% | 1.04% | 273 | -2,985 | -11.37% | Q4 2025 | Jan 22, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 23,264 | 1,379 | 0.11% | 0.11% | 272 | -7 | -0.03% | Q4 2025 | Feb 04, 2026 |
| Hilltop Holdings Inc. | History | Added to | 23,261 | 1,378 | 0.08% | 0.07% | 274 | +1,323 | 6.03% | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 23,191 | 1,374 | 0.01% | 0.01% | 275 | +203 | 0.88% | Q4 2025 | Feb 03, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 22,874 | 1,355 | 0.02% | 0.03% | 276 | +20 | 0.09% | Q4 2025 | Jan 16, 2026 |
| Sequent Planning LLC | History | Added to | 22,819 | 1,352 | 0.34% | 0.34% | 277 | +2,088 | 10.07% | Q4 2025 | Feb 05, 2026 |
| Spire Wealth Management | History | Added to | 22,541 | 1,336 | 0.04% | 0.04% | 278 | +501 | 2.27% | Q4 2025 | Jan 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 22,300 | 1,321 | 0.0% | 0.0% | 279 | -3,000 | -11.86% | Q4 2025 | Feb 17, 2026 |
| Hardworking Capital Advisors, LLC | History | New | 22,102 | 1,310 | 1.19% | — | 280 | +22,102 | New | Q4 2025 | Feb 12, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 21,967 | 1,302 | 0.01% | 0.02% | 281 | -874 | -3.83% | Q4 2025 | Feb 06, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 21,955 | 1,301 | 0.01% | 0.01% | 282 | -392 | -1.75% | Q4 2025 | Feb 18, 2026 |
| RiverTree Advisors, LLC | History | New | 21,809 | 1,292 | 0.82% | — | 283 | +21,809 | New | Q4 2025 | Jan 15, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Reduced | 21,784 | 1,291 | 0.35% | 0.42% | 284 | -2,020 | -8.49% | Q4 2025 | Feb 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 21,624 | 1,281 | 0.0% | 0.0% | 285 | +145 | 0.68% | Q4 2025 | Feb 17, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 21,604 | 1,280 | 0.03% | 0.02% | 286 | +2,009 | 10.25% | Q4 2025 | Jan 14, 2026 |
| Integrated Advisors Network LLC | History | Added to | 21,530 | 1,276 | 0.06% | 0.05% | 287 | +1,500 | 7.49% | Q4 2025 | Feb 17, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 21,296 | 1,262 | 0.27% | 0.4% | 288 | +958 | 4.71% | Q4 2025 | Feb 12, 2026 |
| Lansing Street Advisors | History | Reduced | 21,154 | 1,254 | 0.32% | 0.34% | 289 | -963 | -4.35% | Q4 2025 | Jan 26, 2026 |
| Snider Financial Group | History | Added to | 21,029 | 1,246 | 0.33% | 0.3% | 290 | +1,934 | 10.13% | Q4 2025 | Jan 21, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 20,819 | 1,234 | 0.26% | 0.27% | 291 | -578 | -2.7% | Q4 2025 | Jan 26, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 20,530 | 1,224 | 0.05% | 0.07% | 292 | +1,448 | 7.59% | Q4 2025 | Feb 13, 2026 |
| Hilltop National Bank | History | No change | 20,650 | 1,224 | 0.3% | 0.29% | 293 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| WBH ADVISORY INC | History | Reduced | 20,624 | 1,222 | 0.09% | 0.09% | 294 | -15 | -0.07% | Q4 2025 | Jan 26, 2026 |
| Milestones Private Investment Advisors LLC | History | Added to | 20,533 | 1,217 | 0.84% | 0.77% | 295 | +889 | 4.53% | Q4 2025 | Jan 26, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 20,506 | 1,215 | 0.28% | 0.23% | 296 | +3,311 | 19.26% | Q4 2025 | Jan 16, 2026 |
| Madrona Financial Services, LLC | History | No change | 20,381 | 1,208 | 0.26% | 0.26% | 297 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 20,326 | 1,204 | 0.29% | 0.11% | 298 | +13,112 | 181.76% | Q4 2025 | Feb 02, 2026 |
| Capital Advisors, Ltd. LLC | History | New | 19,880 | 1,178 | 0.13% | — | 299 | +19,880 | New | Q4 2025 | Jan 21, 2026 |
| KG&L Capital Management,LLC | History | Added to | 19,883 | 1,178 | 0.29% | 0.3% | 300 | +438 | 2.25% | Q4 2025 | Jan 23, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 19,746 | 1,170 | 0.04% | 0.04% | 301 | -618 | -3.03% | Q4 2025 | Jan 27, 2026 |
| Baring Financial LLC | History | New | 19,323 | 1,145 | 0.7% | — | 303 | +19,323 | New | Q4 2025 | Jan 07, 2026 |
| Capital Wealth Alliance, LLC | History | Added to | 19,510 | 1,145 | 0.49% | 0.54% | 302 | +745 | 3.97% | Q4 2025 | Feb 17, 2026 |
| Horizon Wealth Management, LLC | History | Added to | 19,032 | 1,128 | 0.18% | 0.16% | 304 | +180 | 0.95% | Q4 2025 | Feb 04, 2026 |
| Newbridge Financial Services Group, Inc. | History | Added to | 18,787 | 1,113 | 0.17% | 0.15% | 305 | +933 | 5.23% | Q4 2025 | Jan 21, 2026 |
| MN Wealth Advisors, LLC | History | Added to | 18,711 | 1,109 | 0.56% | 0.54% | 306 | +1,138 | 6.48% | Q4 2025 | Feb 02, 2026 |
| Emergent Wealth Advisors, LLC | History | Added to | 18,367 | 1,088 | 0.61% | 0.43% | 307 | +5,402 | 41.67% | Q4 2025 | Jan 14, 2026 |
| Great Diamond Partners, LLC | History | Added to | 18,199 | 1,078 | 0.21% | 0.2% | 308 | +175 | 0.97% | Q4 2025 | Feb 06, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | New | 18,094 | 1,072 | 0.06% | — | 309 | +18,094 | New | Q4 2025 | Feb 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 17,890 | 1,060 | 0.0% | 0.0% | 310 | +5,545 | 44.92% | Q4 2025 | Feb 17, 2026 |
| Fulcrum Equity Management | History | Added to | 17,832 | 1,057 | 1.01% | 0.81% | 311 | +3,964 | 28.58% | Q4 2025 | Jan 06, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 17,425 | 1,032 | 0.03% | 0.02% | 312 | +4,062 | 30.4% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 17,253 | 1,022 | 0.0% | 0.0% | 313 | -24,039 | -58.22% | Q4 2025 | Feb 17, 2026 |
| Davies Financial Advisors, Inc. | History | Reduced | 16,940 | 1,004 | 1.86% | 0.87% | 314 | -1,720 | -9.22% | Q4 2025 | Jan 27, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 16,900 | 1,001 | 0.01% | 0.01% | 315 | +6,368 | 60.46% | Q4 2025 | Feb 09, 2026 |
| MSH Capital Advisors LLC | History | Added to | 16,899 | 1,001 | 0.21% | 0.23% | 316 | +1,802 | 11.94% | Q4 2025 | Feb 09, 2026 |
| Engineers Gate Manager LP | History | New | 16,646 | 986 | 0.01% | — | 317 | +16,646 | New | Q4 2025 | Feb 17, 2026 |
| Seneca House Advisors | History | Added to | 16,592 | 983 | 0.37% | 0.38% | 318 | +115 | 0.7% | Q4 2025 | Feb 17, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 16,567 | 982 | 0.81% | 1.06% | 319 | -1,419 | -7.89% | Q4 2025 | Feb 10, 2026 |
| MATHER GROUP, LLC. | History | No change | 16,120 | 955 | 0.01% | 0.01% | 320 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Leslie Global Wealth, LLC | History | Added to | 15,701 | 930 | 0.42% | 0.3% | 322 | +4,692 | 42.62% | Q4 2025 | Feb 02, 2026 |
| Del-Sette Capital Management, LLC | History | Reduced | 15,696 | 930 | 0.57% | 0.57% | 321 | -375 | -2.33% | Q4 2025 | Feb 02, 2026 |
| Simplicity Wealth,LLC | History | New | 15,663 | 928 | 0.06% | — | 323 | +15,663 | New | Q4 2025 | Jan 30, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Reduced | 15,596 | 924 | 0.42% | 0.47% | 324 | -551 | -3.41% | Q4 2025 | Feb 17, 2026 |
| BEACON FINANCIAL GROUP | History | New | 15,558 | 922 | 0.09% | — | 325 | +15,558 | New | Q4 2025 | Apr 01, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 15,500 | 918 | 0.0% | 0.0% | 326 | -102,138 | -86.82% | Q4 2025 | Feb 12, 2026 |
| NWAM LLC | History | Reduced | 15,273 | 901 | 0.05% | 0.1% | 327 | -16,689 | -52.22% | Q4 2025 | Feb 04, 2026 |
| IFP Advisors, Inc | History | Reduced | 15,165 | 898 | 0.02% | 0.02% | 328 | -933 | -5.8% | Q4 2025 | Feb 06, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 15,136 | 897 | 0.04% | 0.06% | 329 | -4,845 | -24.25% | Q4 2025 | Feb 13, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 15,142 | 897 | 0.05% | 0.05% | 330 | -65 | -0.43% | Q4 2025 | Jan 07, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 15,141 | 897 | 0.13% | 0.14% | 331 | +40 | 0.26% | Q4 2025 | Jan 27, 2026 |
| Parkway Wealth Management Group, LLC | History | New | 14,650 | 868 | 0.12% | — | 332 | +14,650 | New | Q4 2025 | Feb 10, 2026 |
| Goldstone Financial Group, LLC | History | New | 14,581 | 864 | 0.1% | — | 333 | +14,581 | New | Q4 2025 | Feb 13, 2026 |
| Kathmere Capital Management, LLC | History | New | 14,463 | 857 | 0.06% | — | 334 | +14,463 | New | Q4 2025 | Jan 13, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 14,342 | 850 | 0.02% | 0.0% | 335 | +10,362 | 260.35% | Q4 2025 | Feb 06, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 14,144 | 838 | 0.42% | 0.37% | 336 | +1,106 | 8.48% | Q4 2025 | Feb 12, 2026 |
| Avant Capital LLC | History | Added to | 14,042 | 832 | 0.57% | 0.55% | 337 | +542 | 4.01% | Q4 2025 | Feb 13, 2026 |
| Retireful, LLC | History | New | 13,650 | 814 | 1.02% | — | 338 | +13,650 | New | Q4 2025 | Jan 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 13,488 | 799 | 0.0% | 0.0% | 339 | -175 | -1.28% | Q4 2025 | Mar 09, 2026 |
| North Star Investment Management Corp. | History | Added to | 13,458 | 797 | 0.05% | 0.05% | 340 | +2 | 0.01% | Q4 2025 | Jan 30, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 13,362 | 792 | 0.0% | 0.0% | 341 | -796 | -5.62% | Q4 2025 | Feb 12, 2026 |
| WCG Wealth Advisors LLC | History | New | 13,196 | 782 | 0.02% | — | 342 | +13,196 | New | Q4 2025 | Feb 10, 2026 |
| United Advisor Group, LLC | History | Reduced | 13,166 | 780 | 0.1% | 0.1% | 343 | -201 | -1.5% | Q4 2025 | Jan 26, 2026 |
| Marks Group Wealth Management, Inc | History | New | 13,099 | 776 | 0.07% | — | 344 | +13,099 | New | Q4 2025 | Feb 11, 2026 |
| Summit Asset Management, LLC | History | No change | 13,090 | 775 | 0.11% | 0.12% | 345 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Alteri Wealth LLC | History | Added to | 12,741 | 755 | 0.24% | 0.24% | 346 | +682 | 5.66% | Q4 2025 | Feb 11, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 12,658 | 750 | 0.02% | 0.03% | 347 | +16 | 0.13% | Q4 2025 | Jan 30, 2026 |
| Independent Advisor Alliance | History | Added to | 12,647 | 749 | 0.02% | 0.01% | 348 | +9,007 | 247.45% | Q4 2025 | Feb 04, 2026 |
| Magnus Financial Group LLC | History | Added to | 12,534 | 743 | 0.06% | 0.05% | 349 | +760 | 6.45% | Q4 2025 | Jan 07, 2026 |
| Arax Advisory Partners | History | New | 12,518 | 742 | 0.02% | — | 350 | +12,518 | New | Q4 2025 | Feb 13, 2026 |
| NWF Advisory Services Inc. | History | Added to | 12,451 | 738 | 0.08% | 0.08% | 351 | +4 | 0.03% | Q4 2025 | Mar 03, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 12,425 | 736 | 0.06% | 0.05% | 353 | +605 | 5.12% | Q4 2025 | Jan 09, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 12,431 | 736 | 0.01% | 0.01% | 352 | -156 | -1.24% | Q4 2025 | Feb 10, 2026 |
| Coastline Trust Co | History | New | 12,406 | 735 | 0.07% | — | 354 | +12,406 | New | Q4 2025 | Jan 05, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Reduced | 12,046 | 714 | 0.24% | 0.23% | 355 | -210 | -1.71% | Q4 2025 | Jan 28, 2026 |
| BETO FINANCIAL GROUP, LLC | History | New | 12,021 | 712 | 0.48% | — | 356 | +12,021 | New | Q4 2025 | Feb 10, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 11,755 | 696 | 0.02% | 0.02% | 357 | +551 | 4.92% | Q4 2025 | Feb 10, 2026 |
| Cerity Partners LLC | History | Reduced | 11,718 | 694 | 0.0% | 0.0% | 358 | -2,843 | -19.52% | Q4 2025 | Feb 11, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 11,680 | 692 | 0.01% | 0.01% | 359 | +18 | 0.15% | Q4 2025 | Feb 02, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 11,568 | 685 | 0.24% | 0.22% | 360 | +233 | 2.06% | Q4 2025 | Jan 30, 2026 |
| Fortune 45 LLC | History | Added to | 11,594 | 684 | 0.33% | 0.33% | 361 | +207 | 1.82% | Q4 2025 | Feb 17, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 11,536 | 683 | 0.07% | 0.07% | 362 | -49 | -0.42% | Q4 2025 | Jan 28, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 11,474 | 680 | 0.02% | — | 363 | +11,474 | New | Q4 2025 | Feb 13, 2026 |
| Sharkey, Howes & Javer | History | Added to | 11,431 | 677 | 0.09% | 0.05% | 364 | +4,727 | 70.51% | Q4 2025 | Jan 13, 2026 |
| CHOREO, LLC | History | Added to | 11,326 | 675 | 0.01% | 0.01% | 365 | +6 | 0.05% | Q4 2025 | Jan 23, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 11,238 | 666 | 0.19% | 0.21% | 366 | -2,116 | -15.85% | Q4 2025 | Feb 06, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 11,090 | 657 | 0.06% | 0.07% | 367 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Cooper Financial Group | History | Added to | 10,999 | 652 | 0.07% | 0.05% | 368 | +3,229 | 41.56% | Q4 2025 | Jan 08, 2026 |
| Cypress Wealth Services, LLC | History | New | 10,970 | 650 | 0.09% | — | 369 | +10,970 | New | Q4 2025 | Jan 14, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 10,950 | 649 | 0.1% | 0.09% | 370 | +251 | 2.35% | Q4 2025 | Feb 11, 2026 |
| Arsenal Capital Advisors LLC | History | New | 10,943 | 648 | 0.46% | — | 371 | +10,943 | New | Q4 2025 | Feb 11, 2026 |
| FOCUS Wealth Advisors, LLC | History | No change | 10,920 | 647 | 0.3% | 0.3% | 372 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Selective Wealth Management, Inc. | History | Reduced | 10,809 | 636 | 0.2% | 0.21% | 373 | -363 | -3.25% | Q4 2025 | Jan 16, 2026 |
| GatePass Capital, LLC | History | Added to | 10,692 | 633 | 0.33% | 0.14% | 374 | +6,610 | 161.93% | Q4 2025 | Feb 09, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 10,644 | 630 | 0.0% | 0.0% | 375 | -126 | -1.17% | Q4 2025 | Feb 06, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | No change | 10,628 | 630 | 0.66% | 0.6% | 376 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 10,606 | 628 | 0.09% | 0.1% | 377 | -71 | -0.66% | Q4 2025 | Jan 08, 2026 |
| AlTi Global, Inc. | History | Added to | 10,261 | 608 | 0.01% | 0.01% | 379 | +5,842 | 132.2% | Q4 2025 | Feb 13, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Added to | 10,264 | 608 | 0.31% | 0.32% | 378 | +438 | 4.46% | Q4 2025 | Feb 10, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | New | 10,228 | 605 | 0.01% | — | 380 | +10,228 | New | Q4 2025 | Feb 10, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 10,202 | 604 | 0.0% | — | 381 | +10,202 | New | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 10,203 | 604 | 0.01% | 0.02% | 382 | -3,828 | -27.28% | Q4 2025 | Feb 17, 2026 |
| Wilkerson Advisory Group LLC | History | New | 10,095 | 598 | 0.21% | — | 383 | +10,095 | New | Q4 2025 | Feb 13, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 10,073 | 597 | 0.06% | 0.06% | 384 | +14 | 0.14% | Q4 2025 | Jan 29, 2026 |
| COMPASS CAPITAL MANAGEMENT, INC | History | No change | 10,000 | 592 | 0.03% | 0.03% | 385 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Three Magnolias Financial Advisors, LLC | History | Added to | 9,950 | 589 | 0.37% | 0.35% | 386 | +250 | 2.58% | Q4 2025 | Jan 20, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 9,901 | 586 | 0.04% | 0.04% | 387 | -1,433 | -12.64% | Q4 2025 | Jan 23, 2026 |
| Trilogy Capital Inc. | History | Reduced | 9,868 | 584 | 0.03% | 0.03% | 388 | -1,406 | -12.47% | Q4 2025 | Jan 22, 2026 |
| Hershey Financial Advisers, LLC | History | New | 9,845 | 583 | 0.49% | — | 389 | +9,845 | New | Q4 2025 | Feb 18, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Added to | 9,782 | 579 | 0.39% | 0.4% | 390 | +510 | 5.5% | Q4 2025 | Feb 02, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 9,747 | 577 | 0.11% | 0.1% | 392 | +630 | 6.91% | Q4 2025 | Feb 12, 2026 |
| ELCO Management Co., LLC | History | No change | 9,750 | 577 | 0.36% | 0.29% | 391 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Balboa Wealth Partners | History | Reduced | 9,687 | 574 | 0.09% | 0.1% | 393 | -125 | -1.27% | Q4 2025 | Jan 16, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | Added to | 9,662 | 572 | 0.2% | 0.18% | 394 | +113 | 1.18% | Q4 2025 | Jan 12, 2026 |
| Wedmont Private Capital | History | No change | 9,641 | 572 | 0.02% | 0.02% | 395 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 9,600 | 571 | 0.0% | 0.0% | 396 | +2,000 | 26.32% | Q4 2025 | Jan 15, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 9,448 | 560 | 0.14% | 0.14% | 397 | +392 | 4.33% | Q4 2025 | Jan 13, 2026 |
| Sovran Advisors, LLC | History | Reduced | 9,499 | 559 | 0.05% | 0.05% | 398 | -193 | -1.99% | Q4 2025 | Jan 20, 2026 |
| Savant Capital, LLC | History | No change | 9,359 | 554 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Investors Research Corp | History | Added to | 9,300 | 551 | 0.1% | 0.09% | 400 | +818 | 9.64% | Q4 2025 | Jan 06, 2026 |
| SMITH, MOORE & CO. | History | Added to | 9,265 | 549 | 0.04% | 0.04% | 401 | +850 | 10.1% | Q4 2025 | Jan 23, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 9,247 | 548 | 0.08% | 0.06% | 402 | +2,125 | 29.84% | Q4 2025 | Feb 04, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 8,914 | 528 | 0.01% | 0.01% | 403 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 8,945 | 527 | 0.35% | 0.35% | 404 | +626 | 7.52% | Q4 2025 | Feb 11, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 8,890 | 526 | 0.04% | 0.04% | 405 | -844 | -8.67% | Q4 2025 | Feb 12, 2026 |
| Prospera Financial Services Inc | History | Added to | 8,703 | 516 | 0.01% | 0.01% | 407 | +1,274 | 17.15% | Q4 2025 | Feb 09, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 8,715 | 516 | 0.03% | 0.03% | 406 | -1,148 | -11.64% | Q4 2025 | Feb 04, 2026 |
| MainStreet Investment Advisors LLC | History | No change | 8,565 | 507 | 0.07% | 0.07% | 408 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 8,498 | 504 | 0.11% | 0.1% | 409 | +923 | 12.18% | Q4 2025 | Feb 17, 2026 |
| Darrow Company, Inc. | History | No change | 8,436 | 500 | 0.22% | 0.23% | 410 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Mezzasalma Advisors, LLC | History | No change | 8,411 | 497 | 0.12% | 0.12% | 411 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Essex Bank | History | Added to | 8,324 | 493 | 0.11% | 0.1% | 412 | +772 | 10.22% | Q4 2025 | Feb 02, 2026 |
| Global Financial Private Client, LLC | History | Added to | 8,278 | 490 | 0.17% | 0.17% | 413 | +47 | 0.57% | Q4 2025 | Jan 27, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 8,130 | 481 | 0.03% | 0.03% | 414 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 8,100 | 480 | 0.0% | 0.0% | 415 | -62 | -0.76% | Q4 2025 | Feb 06, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 8,020 | 475 | 0.01% | 0.01% | 416 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Latitude Advisors, LLC | History | New | 7,986 | 473 | 0.21% | — | 417 | +7,986 | New | Q4 2025 | Jan 27, 2026 |
| Syntegra Private Wealth Group, LLC | History | Added to | 7,960 | 471 | 0.04% | 0.04% | 418 | +19 | 0.24% | Q4 2025 | Feb 10, 2026 |
| Liberty Atlantic Advisors LLC | History | New | 7,937 | 470 | 0.46% | — | 419 | +7,937 | New | Q4 2025 | Feb 03, 2026 |
| Valley Brook Capital Group, Inc. | History | Added to | 7,815 | 463 | 0.31% | 0.28% | 420 | +515 | 7.05% | Q4 2025 | Jan 23, 2026 |
| Smith Salley Wealth Management | History | Added to | 7,779 | 461 | 0.02% | 0.02% | 421 | +212 | 2.8% | Q4 2025 | Jan 27, 2026 |
| Secure Asset Management, LLC | History | Added to | 7,691 | 455 | 0.07% | 0.07% | 422 | +833 | 12.15% | Q4 2025 | Jan 20, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Reduced | 7,614 | 451 | 0.05% | 0.05% | 423 | -79 | -1.03% | Q4 2025 | Feb 04, 2026 |
| Carr Financial Group Corp | History | Reduced | 7,573 | 448 | 0.12% | 0.12% | 424 | -118 | -1.53% | Q4 2025 | Jan 09, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 7,498 | 444 | 0.05% | 0.04% | 425 | +2,163 | 40.54% | Q4 2025 | Feb 17, 2026 |
| Brookwood Investment Group LLC | History | Added to | 7,301 | 432 | 0.05% | 0.03% | 426 | +3,118 | 74.54% | Q4 2025 | Jan 22, 2026 |
| DAVENPORT & Co LLC | History | Added to | 7,255 | 430 | 0.0% | 0.0% | 427 | +252 | 3.6% | Q4 2025 | Jan 12, 2026 |
| Centennial Advisors, LLC | History | New | 7,028 | 416 | 0.54% | — | 428 | +7,028 | New | Q4 2025 | Jan 22, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | No change | 6,863 | 406 | 0.06% | 0.06% | 429 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 6,841 | 405 | 0.05% | 0.04% | 430 | +504 | 7.95% | Q4 2025 | Jan 14, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 6,726 | 398 | 0.03% | 0.06% | 431 | -10,277 | -60.44% | Q4 2025 | Feb 17, 2026 |
| Fiduciary Alliance LLC | History | Added to | 6,695 | 396 | 0.03% | 0.02% | 432 | +917 | 15.87% | Q4 2025 | Jan 22, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 6,557 | 388 | 0.01% | 0.01% | 433 | +535 | 8.88% | Q4 2025 | Feb 03, 2026 |
| CDM FINANCIAL COUNSELING SERVICES, INC. | History | New | 6,500 | 385 | 0.36% | — | 435 | +6,500 | New | Q4 2025 | Feb 05, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 6,506 | 385 | 0.02% | 0.02% | 434 | +316 | 5.11% | Q4 2025 | Jan 12, 2026 |
| Advisory Alpha, LLC | History | Added to | 6,493 | 384 | 0.01% | 0.01% | 436 | +1,003 | 18.27% | Q4 2025 | Feb 06, 2026 |
| Synergy Asset Management, LLC | History | Reduced | 6,450 | 382 | 0.04% | 0.04% | 437 | -12,993 | -66.83% | Q4 2025 | Jan 13, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 6,363 | 377 | 0.16% | 0.19% | 438 | -1,342 | -17.42% | Q4 2025 | Feb 05, 2026 |
| Alchemi Wealth, LLC | History | New | 6,335 | 375 | 0.21% | — | 439 | +6,335 | New | Q4 2025 | Feb 13, 2026 |
| Bank of New Hampshire | History | New | 6,320 | 374 | 0.08% | — | 440 | +6,320 | New | Q4 2025 | Mar 16, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 6,219 | 368 | 0.01% | 0.01% | 441 | +1,678 | 36.95% | Q4 2025 | Feb 06, 2026 |
| Parcion Private Wealth LLC | History | No change | 6,188 | 366 | 0.02% | 0.02% | 442 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| DRW Securities, LLC | History | No change | 6,150 | 364 | 0.01% | 0.01% | 443 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Briggs Wealth Management, Inc | History | New | 6,134 | 363 | 0.39% | — | 444 | +6,134 | New | Q4 2025 | Feb 19, 2026 |
| Americana Partners, LLC | History | No change | 5,954 | 352 | 0.01% | 0.01% | 445 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Neuberger Berman Group LLC | History | No change | 5,931 | 351 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 5,910 | 350 | 0.07% | 0.09% | 447 | -383 | -6.09% | Q4 2025 | Feb 02, 2026 |
| BCS Wealth Management | History | New | 5,900 | 349 | 0.04% | — | 448 | +5,900 | New | Q4 2025 | Jan 26, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 5,823 | 345 | 0.01% | 0.01% | 449 | +824 | 16.48% | Q4 2025 | Feb 03, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 5,754 | 341 | 0.02% | 0.02% | 450 | -119 | -2.03% | Q4 2025 | Apr 02, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 5,732 | 339 | 0.03% | 0.04% | 452 | +720 | 14.37% | Q4 2025 | Jan 22, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 5,730 | 339 | 0.01% | 0.01% | 451 | +678 | 13.42% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 5,704 | 338 | 0.01% | 0.09% | 453 | -48,801 | -89.53% | Q4 2025 | Feb 17, 2026 |
| Well Done, LLC | History | No change | 5,712 | 338 | 0.05% | 0.06% | 454 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 5,606 | 332 | 0.06% | — | 455 | +5,606 | New | Q4 2025 | Feb 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 5,558 | 329 | 0.0% | 0.0% | 456 | +1,605 | 40.6% | Q4 2025 | Feb 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 5,531 | 327 | 0.02% | 0.02% | 457 | +258 | 4.89% | Q4 2025 | Jan 28, 2026 |
| Centurion Wealth Management LLC | History | New | 5,460 | 323 | 0.07% | — | 458 | +5,460 | New | Q4 2025 | Jan 14, 2026 |
| Embree Financial Group | History | Reduced | 5,406 | 320 | 0.04% | 0.04% | 459 | -105 | -1.91% | Q4 2025 | Jan 14, 2026 |
| Novak & Powell Financial Services, Inc. | History | No change | 5,372 | 318 | 0.17% | 0.16% | 460 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| AVISO WEALTH MANAGEMENT | History | Added to | 5,322 | 315 | 0.13% | 0.13% | 461 | +241 | 4.74% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 5,302 | 314 | 0.0% | 0.0% | 462 | +500 | 10.41% | Q4 2025 | Feb 17, 2026 |
| ARWA LLC | History | New | 5,235 | 310 | 0.18% | — | 465 | +5,235 | New | Q4 2025 | Feb 27, 2026 |
| GoalVest Advisory LLC | History | New | 5,230 | 310 | 0.06% | — | 463 | +5,230 | New | Q4 2025 | Jan 05, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | No change | 5,230 | 310 | 0.2% | 0.21% | 464 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | No change | 5,181 | 307 | 0.11% | 0.11% | 466 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Pathstone Holdings, LLC | History | New | 5,170 | 306 | 0.0% | — | 467 | +5,170 | New | Q4 2025 | Feb 13, 2026 |
| GFS Advisors, LLC | History | Reduced | 5,100 | 302 | 0.04% | 0.07% | 468 | -4,950 | -49.25% | Q4 2025 | Feb 11, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 5,085 | 301 | 0.02% | 0.02% | 469 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 5,070 | 300 | 0.01% | 0.01% | 470 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 5,045 | 299 | 0.0% | — | 471 | +5,045 | New | Q4 2025 | Jan 29, 2026 |
| Somerset Group LLC | History | No change | 5,000 | 297 | 0.22% | 0.23% | 472 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 5,000 | 296 | 0.02% | 0.01% | 473 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wealth Architects, LLC | History | No change | 4,980 | 295 | 0.03% | 0.03% | 474 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JT Stratford LLC | History | New | 4,942 | 292 | 0.04% | — | 475 | +4,942 | New | Q4 2025 | Feb 12, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 4,865 | 288 | 0.12% | 0.12% | 476 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 4,822 | 285 | 0.04% | 0.04% | 477 | +2 | 0.04% | Q4 2025 | Jan 26, 2026 |
| GUIDANCE CAPITAL, INC | History | New | 4,875 | 284 | 0.07% | — | 478 | +4,875 | New | Q4 2025 | Jan 23, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 4,791 | 284 | 0.09% | — | 479 | +4,791 | New | Q4 2025 | Mar 27, 2026 |
| Elevation Wealth Management LLC | History | New | 4,783 | 283 | 0.27% | — | 480 | +4,783 | New | Q4 2025 | Feb 12, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 4,915 | 282 | 0.04% | 0.04% | 481 | -405 | -7.61% | Q4 2025 | Jan 16, 2026 |
| Kingdom Financial Group LLC. | History | New | 4,705 | 278 | 0.09% | — | 482 | +4,705 | New | Q4 2025 | Feb 06, 2026 |
| EJMK Ventures LLC | History | New | 4,679 | 277 | 0.17% | — | 483 | +4,679 | New | Q4 2025 | Mar 03, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Reduced | 4,665 | 276 | 0.05% | 0.06% | 484 | -654 | -12.3% | Q4 2025 | Feb 17, 2026 |
| Southland Equity Partners LLC | History | New | 4,639 | 275 | 0.05% | — | 485 | +4,639 | New | Q4 2025 | Jan 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 4,568 | 270 | 0.01% | 0.01% | 486 | +1 | 0.02% | Q4 2025 | Jan 09, 2026 |
| Kovack Advisors, Inc. | History | New | 4,553 | 269 | 0.01% | — | 487 | +4,553 | New | Q4 2025 | Feb 17, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 4,530 | 268 | 0.0% | 0.0% | 488 | -30 | -0.66% | Q4 2025 | Feb 17, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 4,518 | 267 | 0.01% | 0.01% | 489 | +1 | 0.02% | Q4 2025 | Feb 17, 2026 |
| Fortis Advisors, LLC | History | Added to | 4,488 | 266 | 0.14% | 0.14% | 490 | +7 | 0.16% | Q4 2025 | Feb 10, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | New | 4,427 | 262 | 0.15% | — | 491 | +4,427 | New | Q4 2025 | Feb 17, 2026 |
| Future Financial Wealth Managment LLC | History | Reduced | 4,576 | 262 | 0.18% | 0.2% | 492 | -864 | -15.88% | Q4 2025 | Jan 21, 2026 |
| Western Financial Corp/CA | History | New | 4,400 | 260 | 0.1% | — | 493 | +4,400 | New | Q4 2025 | Jan 21, 2026 |
| CWA Asset Management Group, LLC | History | New | 4,354 | 258 | 0.01% | — | 494 | +4,354 | New | Q4 2025 | Jan 07, 2026 |
| Asempa Wealth Advisors | History | New | 4,353 | 258 | 0.22% | — | 495 | +4,353 | New | Q4 2025 | Jan 08, 2026 |
| Stewardship Advisors, LLC | History | New | 4,338 | 257 | 0.06% | — | 496 | +4,338 | New | Q4 2025 | Jan 15, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 4,265 | 252 | 0.06% | 0.05% | 497 | +700 | 19.64% | Q4 2025 | Jan 09, 2026 |
| Oath Planning, LLC | History | New | 4,239 | 251 | 0.25% | — | 498 | +4,239 | New | Q4 2025 | Feb 12, 2026 |
| Sovereign Financial Group, Inc. | History | New | 4,229 | 250 | 0.04% | — | 499 | +4,229 | New | Q4 2025 | Jan 07, 2026 |
| REGIONS FINANCIAL CORP | History | New | 4,192 | 248 | 0.0% | — | 500 | +4,192 | New | Q4 2025 | Jan 27, 2026 |
| Burns Matteson Capital Management, LLC | History | No change | 4,170 | 247 | 0.09% | 0.09% | 501 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Facet Wealth, Inc. | History | New | 4,091 | 242 | 0.0% | — | 502 | +4,091 | New | Q4 2025 | Jan 29, 2026 |
| Missouri Trust & Investment Co | History | New | 4,050 | 240 | 0.07% | — | 503 | +4,050 | New | Q4 2025 | Feb 13, 2026 |
| Prairie Wealth Advisors, Inc. | History | Closed out | 0 | 240 | 0.1% | 0.1% | 504 | -4,048 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 4,037 | 239 | 0.12% | 0.11% | 505 | -2 | -0.05% | Q4 2025 | Feb 05, 2026 |
| WESPAC Advisors, LLC | History | New | 4,027 | 238 | 0.13% | — | 506 | +4,027 | New | Q4 2025 | Jan 14, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 4,000 | 237 | 0.0% | 0.0% | 508 | -326 | -7.54% | Q4 2025 | Feb 17, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 4,000 | 237 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Clarus Group, Inc. | History | No change | 4,000 | 237 | 0.09% | 0.08% | 509 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| VIAWEALTH, LLC | History | No change | 3,950 | 234 | 0.13% | 0.12% | 510 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 3,903 | 231 | 0.03% | 0.03% | 511 | -133 | -3.3% | Q4 2025 | Feb 13, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 3,850 | 228 | 0.02% | 0.05% | 514 | -5,367 | -58.23% | Q4 2025 | Feb 13, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 3,847 | 228 | 0.01% | 0.01% | 512 | -83 | -2.11% | Q4 2025 | Feb 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 3,848 | 228 | 0.01% | 0.01% | 513 | -59 | -1.51% | Q4 2025 | Feb 06, 2026 |
| Granite Harbor Advisors, Inc. | History | Added to | 3,855 | 228 | 0.1% | 0.09% | 515 | +6 | 0.16% | Q4 2025 | Jan 22, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Added to | 3,877 | 227 | 0.09% | 0.1% | 516 | +188 | 5.1% | Q4 2025 | Feb 12, 2026 |
| MATAURO, LLC | History | Added to | 3,832 | 227 | 0.03% | 0.03% | 517 | +7 | 0.18% | Q4 2025 | Jan 16, 2026 |
| Steffes Financial, Ltd. | History | New | 3,824 | 226 | 0.12% | — | 518 | +3,824 | New | Q4 2025 | Feb 17, 2026 |
| Centric Wealth Management | History | No change | 3,780 | 224 | 0.05% | 0.05% | 519 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 3,757 | 222 | 0.02% | 0.02% | 521 | -255 | -6.36% | Q4 2025 | Feb 17, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 3,750 | 222 | 0.0% | 0.0% | 520 | +36 | 0.97% | Q4 2025 | Feb 04, 2026 |
| VANGUARD GROUP INC | History | Added to | 3,734 | 221 | 0.0% | 0.0% | 522 | +19 | 0.51% | Q4 2025 | Jan 29, 2026 |
| William Mack & Associates, Inc. | History | No change | 3,706 | 219 | 0.1% | 0.11% | 523 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SeaCrest Wealth Management, LLC | History | New | 3,682 | 218 | 0.02% | — | 524 | +3,682 | New | Q4 2025 | Jan 12, 2026 |
| DGS Capital Management, LLC | History | Reduced | 3,688 | 218 | 0.04% | 0.04% | 525 | -42 | -1.13% | Q4 2025 | Feb 24, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 3,630 | 216 | 0.07% | 0.07% | 526 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | No change | 3,640 | 215 | 0.03% | 0.04% | 527 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Redwood Financial Network Corp | History | No change | 3,630 | 215 | 0.14% | 0.13% | 528 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Oregon Pacific Wealth Management, LLC | History | New | 3,617 | 214 | 0.22% | — | 529 | +3,617 | New | Q4 2025 | Jan 16, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 3,595 | 213 | 0.06% | 0.04% | 530 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Independent Wealth Network Inc. | History | New | 3,587 | 212 | 0.06% | — | 531 | +3,587 | New | Q4 2025 | Jan 26, 2026 |
| NOVUS ADVISORS, LLC | History | New | 3,547 | 210 | 0.47% | — | 533 | +3,547 | New | Q4 2025 | Feb 13, 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | History | Added to | 3,544 | 210 | 0.06% | 0.06% | 532 | +12 | 0.34% | Q4 2025 | Feb 04, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 3,442 | 204 | 0.16% | — | 534 | +3,442 | New | Q4 2025 | Mar 05, 2026 |
| Firestone Capital Management | History | New | 3,406 | 201 | 0.04% | — | 535 | +3,406 | New | Q4 2025 | Feb 09, 2026 |
| PKS Advisory Services, LLC | History | New | 3,385 | 200 | 0.05% | — | 536 | +3,385 | New | Q4 2025 | Feb 02, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 3,300 | 195 | 0.01% | 0.01% | 537 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Larson Financial Group LLC | History | Reduced | 3,200 | 189 | 0.01% | 0.01% | 538 | -361 | -10.14% | Q4 2025 | Feb 06, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 3,183 | 188 | 0.07% | 0.26% | 539 | +882 | 38.33% | Q4 2025 | Jan 20, 2026 |
| FIFTH THIRD BANCORP | History | No change | 3,060 | 181 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 2,971 | 176 | 0.02% | — | 541 | +2,971 | New | Q4 2025 | Feb 09, 2026 |
| Alexis Investment Partners, LLC | History | No change | 2,860 | 169 | 0.06% | 0.01% | 542 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 2,836 | 168 | 0.01% | 0.01% | 543 | +146 | 5.43% | Q4 2025 | Jan 20, 2026 |
| American Capital Advisory, LLC | History | No change | 2,750 | 163 | 0.07% | 0.07% | 544 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| S.A. Mason LLC | History | No change | 2,600 | 154 | 0.06% | 0.07% | 545 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 2,236 | 132 | 0.0% | 0.0% | 546 | +141 | 6.73% | Q4 2025 | Feb 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 2,188 | 129 | 0.01% | — | 547 | +2,188 | New | Q4 2025 | Feb 03, 2026 |
| High Point Wealth Management, LLC | History | New | 2,035 | 120 | 0.11% | — | 548 | +2,035 | New | Q4 2025 | Jan 29, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 1,961 | 116 | 0.05% | — | 549 | +1,961 | New | Q4 2025 | Feb 06, 2026 |
| Key FInancial Inc | History | No change | 1,892 | 112 | 0.02% | 0.02% | 550 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Register Financial Advisors LLC | History | No change | 1,770 | 104 | 0.04% | 0.04% | 551 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Root Financial Partners, LLC | History | No change | 1,760 | 104 | 0.01% | 0.01% | 552 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Crews Bank & Trust | History | No change | 1,750 | 103 | 0.01% | 0.01% | 553 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,580 | 93 | 0.0% | 0.0% | 554 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Caitlin John, LLC | History | Reduced | 1,551 | 91 | 0.06% | 0.06% | 555 | -78 | -4.79% | Q4 2025 | Feb 18, 2026 |
| GLENMEDE TRUST CO NA | History | New | 1,498 | 88 | 0.0% | — | 556 | +1,498 | New | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,480 | 87 | 0.0% | 0.0% | 557 | -544 | -26.88% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 1,352 | 80 | 0.0% | 0.0% | 558 | +20 | 1.5% | Q4 2025 | Jan 23, 2026 |
| MTM Investment Management, LLC | History | No change | 1,346 | 79 | 0.03% | 0.02% | 559 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| JNBA Financial Advisors | History | No change | 1,250 | 74 | 0.01% | 0.01% | 560 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Archer Investment Corp | History | Reduced | 1,234 | 73 | 0.02% | 0.02% | 561 | -15 | -1.2% | Q4 2025 | Jan 30, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 1,225 | 72 | 0.0% | 0.0% | 562 | +45 | 3.81% | Q4 2025 | Feb 10, 2026 |
| Winthrop Capital Management, LLC | History | No change | 1,200 | 71 | 0.02% | 0.02% | 563 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Ancora Advisors LLC | History | Added to | 1,152 | 68 | 0.0% | 0.0% | 564 | +1 | 0.09% | Q4 2025 | Feb 17, 2026 |
| Team Financial Group, LLC | History | Added to | 1,131 | 67 | 0.03% | 0.02% | 565 | +380 | 50.6% | Q4 2025 | Jan 13, 2026 |
| Luminist Capital LLC | History | No change | 1,095 | 64 | 0.08% | 0.05% | 566 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 1,023 | 60 | 0.0% | 0.0% | 567 | +251 | 32.51% | Q4 2025 | Jan 21, 2026 |
| CGC Financial Services, LLC | History | No change | 1,026 | 60 | 0.02% | 0.02% | 568 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| New Republic Capital, LLC | History | Added to | 963 | 57 | 0.02% | 0.02% | 569 | +3 | 0.31% | Q4 2025 | Feb 10, 2026 |
| DAGCO, INC. | History | New | 960 | 56 | 0.01% | — | 570 | +960 | New | Q4 2025 | Jan 08, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 923 | 54 | 0.01% | 0.01% | 571 | -60 | -6.1% | Q4 2025 | Feb 13, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 795 | 47 | 0.01% | 0.01% | 572 | -94 | -10.57% | Q4 2025 | Feb 13, 2026 |
| LGT Financial Advisors LLC | History | Reduced | 773 | 45 | 0.28% | 0.09% | 573 | -5 | -0.64% | Q4 2025 | Feb 13, 2026 |
| Concord Wealth Partners | History | No change | 759 | 44 | 0.01% | 0.01% | 574 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 697 | 41 | 0.01% | 0.01% | 575 | +1 | 0.14% | Q4 2025 | Jan 22, 2026 |
| EPG Wealth Management LLC | History | No change | 690 | 40 | 0.01% | 0.01% | 576 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 648 | 38 | 0.02% | — | 577 | +648 | New | Q4 2025 | Feb 03, 2026 |
| Millstone Evans Group, LLC | History | No change | 636 | 37 | 0.02% | 0.02% | 578 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 605 | 35 | 0.03% | 0.03% | 580 | +1 | 0.17% | Q4 2025 | Jan 26, 2026 |
| SouthState Bank Corp | History | No change | 600 | 35 | 0.0% | 0.0% | 579 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | No change | 550 | 32 | 0.02% | 0.02% | 581 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| GODSEY & GIBB, INC | History | New | 510 | 30 | 0.0% | — | 582 | +510 | New | Q4 2025 | Jan 27, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 507 | 30 | 0.0% | 0.0% | 583 | -229 | -31.11% | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | Added to | 513 | 30 | 0.0% | 0.0% | 584 | +1 | 0.2% | Q4 2025 | Feb 13, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 520 | 30 | 0.0% | 0.0% | 585 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Y.D. More Investments Ltd | History | No change | 460 | 27 | 0.0% | 0.0% | 586 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| DEUTSCHE BANK AG\ | History | New | 451 | 26 | 0.0% | — | 587 | +451 | New | Q4 2025 | Feb 11, 2026 |
| BIRCHBROOK, INC. | History | New | 450 | 26 | 0.01% | — | 588 | +450 | New | Q4 2025 | Feb 04, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 420 | 24 | 0.0% | 0.0% | 589 | +353 | 526.87% | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | New | 394 | 23 | 0.0% | — | 591 | +394 | New | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | Reduced | 398 | 23 | 0.0% | 0.0% | 590 | -110 | -21.65% | Q4 2025 | Feb 11, 2026 |
| Blue Trust, Inc. | History | Reduced | 372 | 22 | 0.0% | 0.0% | 592 | -33 | -8.15% | Q4 2025 | Jan 16, 2026 |
| ORG Wealth Partners, LLC | History | No change | 372 | 22 | 0.01% | 0.0% | 593 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 350 | 20 | 0.0% | 0.0% | 594 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 322 | 19 | 0.01% | — | 595 | +322 | New | Q4 2025 | Feb 05, 2026 |
| Murphy & Mullick Capital Management Corp | History | Added to | 300 | 17 | 0.01% | 0.01% | 597 | +100 | 50.0% | Q4 2025 | Feb 10, 2026 |
| Scarborough Advisors, LLC | History | No change | 287 | 17 | 0.0% | 0.0% | 596 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Abound Wealth Management | History | No change | 281 | 16 | 0.0% | 0.0% | 598 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | New | 268 | 15 | 0.0% | — | 599 | +268 | New | Q4 2025 | Feb 02, 2026 |
| TRUST CO OF VERMONT | History | No change | 239 | 14 | 0.0% | 0.0% | 600 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 229 | 13 | 0.0% | 0.0% | 601 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Founders Capital Management | History | No change | 230 | 13 | 0.01% | 0.01% | 602 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Berbice Capital Management LLC | History | Reduced | 215 | 12 | 0.01% | 0.02% | 603 | -409 | -65.54% | Q4 2025 | Feb 06, 2026 |
| West Branch Capital LLC | History | No change | 190 | 11 | 0.0% | 0.0% | 604 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 200 | 11 | 0.01% | 0.01% | 605 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 200 | 11 | 0.0% | 0.0% | 606 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 177 | 10 | 0.0% | 0.0% | 607 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 164 | 9 | 0.0% | — | 609 | +164 | New | Q4 2025 | Feb 13, 2026 |
| Goodman Advisory Group, LLC | History | New | 156 | 9 | 0.0% | — | 610 | +156 | New | Q4 2025 | Feb 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 166 | 9 | 0.0% | 0.0% | 608 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 150 | 8 | 0.01% | 0.01% | 611 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 145 | 8 | 0.0% | 0.0% | 612 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Salomon & Ludwin, LLC | History | No change | 125 | 7 | 0.0% | 0.0% | 613 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Hanson & Doremus Investment Management | History | New | 105 | 6 | 0.0% | — | 614 | +105 | New | Q4 2025 | Jan 20, 2026 |
| Asset Dedication, LLC | History | No change | 115 | 6 | 0.0% | 0.0% | 615 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 118 | 6 | 0.0% | 0.0% | 616 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Creative Capital Management Investments LLC | History | New | 93 | 5 | 0.0% | — | 618 | +93 | New | Q4 2025 | Jan 23, 2026 |
| SWAN Capital LLC | History | New | 85 | 5 | 0.0% | — | 617 | +85 | New | Q4 2025 | Feb 12, 2026 |
| Signature Resources Capital Management, LLC | History | Reduced | 76 | 4 | 0.0% | 0.01% | 621 | -183 | -70.66% | Q4 2025 | Jan 21, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 84 | 4 | 0.0% | — | 622 | +84 | New | Q4 2025 | Feb 10, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 83 | 4 | 0.0% | — | 619 | +83 | New | Q4 2025 | Jan 23, 2026 |
| ALERUS FINANCIAL NA | History | New | 75 | 4 | 0.0% | — | 620 | +75 | New | Q4 2025 | Feb 13, 2026 |
| Horizon Investments, LLC | History | Reduced | 57 | 3 | 0.0% | 0.0% | 624 | -355 | -86.17% | Q4 2025 | Feb 02, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 58 | 3 | 0.0% | — | 623 | +58 | New | Q4 2025 | Feb 09, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 57 | 3 | 0.0% | — | 627 | +57 | New | Q4 2025 | Feb 19, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 52 | 3 | 0.0% | 0.0% | 626 | +26 | 100.0% | Q4 2025 | Feb 10, 2026 |
| Wagner Wealth Management, LLC | History | No change | 67 | 3 | 0.0% | 0.0% | 625 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| First Command Advisory Services, Inc. | History | New | 50 | 2 | 0.0% | — | 629 | +50 | New | Q4 2025 | Feb 11, 2026 |
| Weaver Capital Management LLC | History | Reduced | 47 | 2 | 0.0% | 0.0% | 628 | -12 | -20.34% | Q4 2025 | Jan 22, 2026 |
| CVA Family Office, LLC | History | No change | 45 | 2 | 0.0% | 0.0% | 630 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| NBT BANK N A /NY | History | New | 59 | 1 | 0.0% | — | 631 | +59 | New | Q4 2025 | Jan 23, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 15 | 1 | 0.0% | — | 632 | +15 | New | Q4 2025 | Feb 09, 2026 |
| Cornerstone Planning Group LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 633 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Tidemark, LLC | History | No change | 26 | 1 | 0.0% | 0.0% | 634 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.08% | — | -886,250 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 1.22% | — | -168,296 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -76,571 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Transcendent Capital Group LLC | History | Closed out | 0 | 0 | — | 1.67% | — | -64,897 | -100.0% | Q3 2025 | Nov 04, 2025 |
| WMG Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.72% | — | -37,403 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Curtis Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.47% | — | -35,966 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -29,672 | -100.0% | Q3 2025 | Nov 06, 2025 |
| SteelPeak Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,435 | -100.0% | Q3 2025 | Oct 21, 2025 |
| OmniStar Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.4% | — | -11,381 | -100.0% | Q3 2025 | Nov 17, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,053 | -100.0% | Q3 2025 | Oct 14, 2025 |
| National Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -6,697 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Soundwatch Capital LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -6,622 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Runnymede Capital Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.31% | — | -6,504 | -100.0% | Q3 2025 | Nov 05, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -6,379 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -6,242 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MCDONALD PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -5,845 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,979 | -100.0% | Q3 2025 | Nov 12, 2025 |
| AMERIFLEX GROUP, INC. | History | Closed out | 0 | 0 | — | 0.09% | — | -4,288 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,000 | -100.0% | Q3 2025 | Mar 31, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,876 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Icon Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,216 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,376 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.02% | — | -1,370 | -100.0% | Q3 2025 | Nov 07, 2025 |
| SIGNATUREFD, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,238 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Reyes Financial Architecture, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -960 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MCF Advisors LLC | History | Reduced | 15 | 0 | — | 0.0% | — | -454 | -96.8% | Q4 2025 | Feb 11, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -281 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WealthShield Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -158 | -100.0% | Q3 2025 | Oct 31, 2025 |
| BOKF, NA | History | Closed out | 0 | 0 | — | 0.0% | — | -154 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -118 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Keener Financial Planning LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -115 | -100.0% | Q3 2025 | Nov 07, 2025 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Jan 22, 2026 |
| Kiker Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q3 2025 | Oct 27, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 21, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |