INVESCO EXCHANGE-TRADED FUND TRUST - XMHQ
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 77 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 | Reduced | 4,622,130 | 473,398 | 0.13% | 0.15% | 1 | -327,955 | -6.63% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 2,413,021 | 247,141 | 0.01% | 0.01% | 2 | +252,612 | 11.69% | Q4 2025 | Feb 13, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 1,400,550 | 143,444 | 1.15% | 1.29% | 3 | -105,639 | -7.01% | Q4 2025 | Jan 27, 2026 |
| Cetera Investment Advisers | History | Added to | 1,307,111 | 133,874 | 0.15% | 0.14% | 4 | +135,380 | 11.55% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,191,339 | 121,980 | 0.03% | 0.03% | 5 | +3,933 | 0.33% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,168,200 | 119,647 | 0.08% | 0.09% | 6 | -139,832 | -10.69% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 966,036 | 98,941 | 0.03% | 0.03% | 7 | -14,236 | -1.45% | Q4 2025 | Feb 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 959,334 | 98,254 | 0.13% | 0.13% | 8 | -7,751 | -0.8% | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 812,479 | 83,214 | 0.05% | 0.05% | 9 | +105,958 | 15.0% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 643,460 | 65,903 | 0.0% | 0.0% | 10 | -7,197 | -1.11% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 563,133 | 57,676 | 0.01% | 0.01% | 11 | +42,658 | 8.2% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Reduced | 451,830 | 46,999 | 0.05% | 0.08% | 12 | -3,931 | -0.86% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 441,293 | 45,197 | 0.04% | 0.04% | 13 | -8,435 | -1.88% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 426,523 | 43,716 | 0.06% | 0.07% | 14 | -82,857 | -16.27% | Q4 2025 | Feb 17, 2026 |
| STRAIGHTLINE GROUP LLC | History | Added to | 354,219 | 38,376 | 20.98% | 20.79% | 15 | +10,656 | 3.1% | Q4 2025 | Feb 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 340,970 | 34,922 | 0.09% | 0.11% | 16 | -25,313 | -6.91% | Q4 2025 | Feb 05, 2026 |
| Focus Financial Network, Inc. | History | Added to | 329,674 | 33,765 | 1.18% | 1.19% | 17 | +10,610 | 3.33% | Q4 2025 | Jan 12, 2026 |
| EQUITABLE TRUST CO | History | Added to | 329,642 | 33,761 | 1.51% | 0.43% | 18 | +241,196 | 272.7% | Q4 2025 | Feb 02, 2026 |
| TruWealth Advisors, LLC | History | Added to | 328,001 | 33,593 | 1.64% | 1.64% | 19 | +18,910 | 6.12% | Q4 2025 | Jan 07, 2026 |
| Trilogy Capital Inc. | History | Reduced | 311,051 | 31,857 | 1.42% | 1.52% | 20 | -2,243 | -0.72% | Q4 2025 | Jan 22, 2026 |
| NewEdge Advisors, LLC | History | Added to | 310,765 | 31,828 | 0.12% | 0.14% | 21 | +9,131 | 3.03% | Q4 2025 | Feb 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 310,024 | 31,752 | 0.01% | 0.01% | 22 | +2,179 | 0.71% | Q4 2025 | Feb 10, 2026 |
| UMB Bank, n.a. | History | Added to | 308,809 | 31,628 | 0.42% | 0.46% | 23 | +12,283 | 4.14% | Q4 2025 | Feb 13, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 285,766 | 29,268 | 0.49% | 0.5% | 24 | +7,372 | 2.65% | Q4 2025 | Feb 03, 2026 |
| Capital Planning Advisors, LLC | History | Reduced | 274,130 | 28,076 | 3.75% | 3.96% | 25 | -820 | -0.3% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 255,238 | 26,141 | 0.03% | 0.04% | 26 | -47,508 | -15.69% | Q4 2025 | Feb 06, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 251,020 | 25,709 | 0.48% | 0.45% | 27 | +25,317 | 11.22% | Q4 2025 | Feb 04, 2026 |
| ROYAL BANK OF CANADA | History | New | 248,095 | 25,411 | 0.0% | — | 28 | +248,095 | New | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 229,822 | 23,538 | 0.11% | 0.1% | 29 | +33,215 | 16.89% | Q4 2025 | Feb 17, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 191,398 | 19,603 | 0.92% | 0.92% | 30 | +27,828 | 17.01% | Q4 2025 | Jan 12, 2026 |
| KPP Advisory Services LLC | History | Added to | 189,315 | 19,389 | 2.82% | 2.89% | 31 | +3,041 | 1.63% | Q4 2025 | Feb 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 185,451 | 18,993 | 0.05% | 0.05% | 32 | +2,511 | 1.37% | Q4 2025 | Feb 13, 2026 |
| Blue Water Asset Management | History | New | 185,326 | 18,981 | 6.83% | — | 33 | +185,326 | New | Q4 2025 | Feb 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 181,866 | 18,626 | 0.08% | 0.07% | 34 | +26,440 | 17.01% | Q4 2025 | Feb 13, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 181,072 | 18,545 | 1.83% | 1.84% | 35 | +6,279 | 3.59% | Q4 2025 | Jan 20, 2026 |
| UBS Group AG | History | Reduced | 180,738 | 18,511 | 0.0% | 0.0% | 36 | -7,313 | -3.89% | Q4 2025 | Jan 29, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 163,284 | 16,723 | 0.22% | 0.25% | 37 | -1,075 | -0.65% | Q4 2025 | Feb 10, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 160,795 | 16,460 | 2.2% | 2.19% | 38 | +10,637 | 7.08% | Q4 2025 | Jan 21, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 144,273 | 14,776 | 0.52% | 0.5% | 39 | +6,640 | 4.82% | Q4 2025 | Feb 13, 2026 |
| Family Investment Center, Inc. | History | Added to | 142,614 | 14,606 | 2.95% | 3.08% | 40 | +1,147 | 0.81% | Q4 2025 | Jan 23, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 142,002 | 14,543 | 0.88% | 0.92% | 41 | +4,888 | 3.56% | Q4 2025 | Feb 18, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 139,853 | 14,323 | 0.15% | 0.01% | 42 | +135,249 | 2937.64% | Q4 2025 | Jan 23, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 139,727 | 14,310 | 0.4% | 0.82% | 43 | +15,817 | 12.76% | Q4 2025 | Feb 10, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 139,533 | 14,290 | 0.1% | 0.13% | 44 | -22,860 | -14.08% | Q4 2025 | Feb 17, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 134,639 | 13,789 | 0.24% | 0.32% | 45 | +3,404 | 2.59% | Q4 2025 | Feb 09, 2026 |
| CWM, LLC | History | Added to | 133,261 | 13,649 | 0.04% | 0.04% | 46 | +14,502 | 12.21% | Q4 2025 | Jan 26, 2026 |
| Corecam Pte. Ltd. | History | Added to | 129,470 | 13,260 | 6.89% | 5.83% | 47 | +23,100 | 21.72% | Q4 2025 | Mar 02, 2026 |
| NBZ Investment Advisors LLC | History | Added to | 122,663 | 12,563 | 5.47% | 6.12% | 48 | +10,896 | 9.75% | Q4 2025 | Feb 03, 2026 |
| Madrona Financial Services, LLC | History | Added to | 120,448 | 12,336 | 2.64% | 2.72% | 49 | +2,770 | 2.35% | Q4 2025 | Jan 22, 2026 |
| Sowell Financial Services LLC | History | Added to | 119,044 | 12,192 | 0.45% | 0.46% | 50 | +4,662 | 4.08% | Q4 2025 | Jan 21, 2026 |
| Traction Financial Partners, LLC | History | Added to | 117,406 | 12,024 | 7.13% | 7.18% | 51 | +6,597 | 5.95% | Q4 2025 | Jan 29, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 113,037 | 11,577 | 0.08% | 0.09% | 52 | +5,563 | 5.18% | Q4 2025 | Feb 12, 2026 |
| Merit Financial Group, LLC | History | Added to | 105,797 | 10,835 | 0.09% | 0.09% | 53 | +15,000 | 16.52% | Q4 2025 | Jan 26, 2026 |
| WESCAP Management Group, Inc. | History | Added to | 100,858 | 10,329 | 2.09% | 1.99% | 54 | +10,595 | 11.74% | Q4 2025 | Feb 11, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 99,583 | 10,199 | 0.02% | 0.02% | 55 | +1,207 | 1.23% | Q4 2025 | Feb 11, 2026 |
| Capital Developers, LLC | History | New | 97,624 | 9,998 | 8.96% | — | 56 | +97,624 | New | Q4 2025 | Jan 30, 2026 |
| Oasis Advisors, LLC | History | New | 97,525 | 9,988 | 5.29% | — | 57 | +97,525 | New | Q4 2025 | Apr 07, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 95,633 | 9,794 | 1.75% | 1.49% | 58 | +22,589 | 30.93% | Q4 2025 | Feb 06, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 95,278 | 9,758 | 2.05% | 2.08% | 59 | +5,144 | 5.71% | Q4 2025 | Jan 07, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 91,198 | 9,340 | 1.18% | — | 60 | +91,198 | New | Q4 2025 | Jan 27, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 91,153 | 9,335 | 0.55% | 0.62% | 61 | -4,201 | -4.41% | Q4 2025 | Feb 10, 2026 |
| DAHRING {-} CUSMANO LLC | History | Added to | 89,764 | 9,193 | 6.39% | 6.58% | 62 | +2,985 | 3.44% | Q4 2025 | Feb 05, 2026 |
| Altus Wealth Group LLC | History | Added to | 88,267 | 9,040 | 3.61% | 3.73% | 63 | +1,774 | 2.05% | Q4 2025 | Feb 13, 2026 |
| Modern Wealth Management, LLC | History | Added to | 86,858 | 8,896 | 0.16% | 0.18% | 64 | +21 | 0.02% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 84,966 | 8,702 | 0.57% | 0.76% | 65 | -21,451 | -20.16% | Q4 2025 | Jan 23, 2026 |
| Concord Wealth Partners | History | Added to | 84,917 | 8,697 | 1.13% | 1.18% | 66 | +3,736 | 4.6% | Q4 2025 | Jan 29, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Added to | 82,514 | 8,451 | 2.41% | 1.97% | 67 | +21,653 | 35.58% | Q4 2025 | Feb 11, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 82,160 | 8,414 | 0.44% | 0.42% | 68 | +9,709 | 13.4% | Q4 2025 | Feb 05, 2026 |
| Concord Asset Management, LLC/VA | History | Added to | 82,057 | 8,404 | 1.46% | 1.51% | 69 | +2,732 | 3.44% | Q4 2025 | Jan 29, 2026 |
| Clark Wealth Partners | History | No change | 79,744 | 8,167 | 4.97% | 4.97% | 70 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 79,570 | 8,149 | 0.09% | 0.12% | 71 | -4,039 | -4.83% | Q4 2025 | Feb 03, 2026 |
| Trivium Point Advisory, LLC | History | Added to | 79,231 | 8,114 | 0.82% | 0.84% | 72 | +710 | 0.9% | Q4 2025 | Jan 26, 2026 |
| Investors Portfolio Services LLC | History | New | 77,882 | 7,976 | 7.18% | — | 73 | +77,882 | New | Q4 2025 | Feb 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 74,606 | 7,641 | 0.15% | 0.16% | 74 | +8,222 | 12.39% | Q4 2025 | Feb 09, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 72,520 | 7,427 | 1.83% | 1.93% | 75 | -346 | -0.47% | Q4 2025 | Feb 09, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 71,985 | 7,372 | 0.18% | 0.19% | 76 | -111 | -0.15% | Q4 2025 | Feb 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 71,284 | 7,300 | 0.09% | 0.2% | 77 | -75,992 | -51.6% | Q4 2025 | Jan 29, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 70,916 | 7,263 | 2.39% | 2.49% | 78 | +2,090 | 3.04% | Q4 2025 | Feb 05, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 70,505 | 7,221 | 2.4% | 2.49% | 79 | +662 | 0.95% | Q4 2025 | Jan 23, 2026 |
| Anfield Capital Management, LLC | History | Added to | 70,189 | 7,188 | 2.27% | 2.14% | 80 | +954 | 1.38% | Q4 2025 | Feb 03, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 69,192 | 7,086 | 0.01% | 19.14% | 81 | +29,918 | 76.18% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 67,058 | 6,868 | 0.11% | 0.11% | 82 | +1,338 | 2.04% | Q4 2025 | Feb 12, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Added to | 67,013 | 6,863 | 2.43% | 2.19% | 83 | +10,278 | 18.12% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 65,286 | 6,686 | 0.08% | 0.15% | 84 | -59,767 | -47.79% | Q4 2025 | Jan 20, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 64,945 | 6,651 | 0.22% | 0.24% | 85 | -485 | -0.74% | Q4 2025 | Feb 13, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 64,711 | 6,627 | 0.14% | 0.17% | 86 | -4,077 | -5.93% | Q4 2025 | Feb 03, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 63,074 | 6,460 | 0.13% | 0.15% | 87 | -4,972 | -7.31% | Q4 2025 | Jan 14, 2026 |
| Corecam AG | History | New | 62,775 | 6,429 | 6.28% | — | 88 | +62,775 | New | Q4 2025 | Feb 18, 2026 |
| Burns Matteson Capital Management, LLC | History | Added to | 62,056 | 6,355 | 2.23% | 2.53% | 89 | +1,020 | 1.67% | Q4 2025 | Jan 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 61,094 | 6,257 | 0.01% | — | 90 | +61,094 | New | Q4 2025 | Feb 05, 2026 |
| Lighthouse Wealth Management Inc. | History | Reduced | 59,284 | 6,071 | 4.15% | 5.09% | 91 | -401 | -0.67% | Q4 2025 | Jan 15, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 59,028 | 6,045 | 0.34% | 0.38% | 92 | -3,448 | -5.52% | Q4 2025 | Feb 06, 2026 |
| XY Planning Network, Inc. | History | Added to | 58,488 | 5,990 | 1.04% | 0.38% | 93 | +47,201 | 418.19% | Q4 2025 | Jan 26, 2026 |
| Berkeley, Inc | History | Reduced | 58,303 | 5,971 | 1.9% | 2.2% | 94 | -6,927 | -10.62% | Q4 2025 | Jan 26, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Reduced | 58,180 | 5,958 | 2.19% | 2.6% | 95 | -1,936 | -3.22% | Q4 2025 | Feb 11, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 58,166 | 5,957 | 1.69% | 1.58% | 96 | +6,478 | 12.53% | Q4 2025 | Feb 05, 2026 |
| Forge Financial Services LLC | History | Added to | 56,684 | 5,805 | 2.48% | 2.78% | 97 | +282 | 0.5% | Q4 2025 | Feb 12, 2026 |
| American National Bank of Texas | History | Added to | 56,369 | 5,773 | 5.54% | 3.57% | 98 | +20,275 | 56.17% | Q4 2025 | Jan 08, 2026 |
| World Investment Advisors | History | Reduced | 53,834 | 5,513 | 0.09% | 0.12% | 99 | -2,105 | -3.76% | Q4 2025 | Mar 12, 2026 |
| Aspen Wealth Strategies, LLC | History | Reduced | 51,747 | 5,299 | 2.9% | 3.28% | 100 | -4,505 | -8.01% | Q4 2025 | Jan 28, 2026 |
| CENTRAL TRUST Co | History | Reduced | 51,523 | 5,276 | 0.1% | 0.12% | 101 | -3,771 | -6.82% | Q4 2025 | Feb 02, 2026 |
| PSI Advisors, LLC | History | Reduced | 49,183 | 5,267 | 1.32% | 1.38% | 102 | -1,982 | -3.87% | Q4 2025 | Feb 09, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 50,191 | 5,214 | 1.52% | 1.85% | 103 | -4,069 | -7.5% | Q4 2025 | Jan 06, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Reduced | 50,833 | 5,206 | 1.45% | 1.64% | 104 | -5,981 | -10.53% | Q4 2025 | Jan 13, 2026 |
| Mascagni Wealth Management, Inc. | History | Reduced | 50,692 | 5,191 | 3.87% | 4.14% | 105 | -344 | -0.67% | Q4 2025 | Feb 11, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 50,140 | 5,138 | 0.41% | 0.45% | 106 | -1,283 | -2.49% | Q4 2025 | Feb 17, 2026 |
| PFG Advisors | History | Added to | 49,841 | 5,104 | 0.25% | 0.2% | 107 | +4,194 | 9.19% | Q4 2025 | Jan 27, 2026 |
| Journey Advisory Group, LLC | History | Added to | 49,356 | 5,055 | 0.43% | 0.35% | 108 | +4,785 | 10.74% | Q4 2025 | Jan 27, 2026 |
| Gotham Asset Management, LLC | History | Added to | 49,307 | 5,050 | 0.02% | 0.02% | 109 | +4,085 | 9.03% | Q4 2025 | Feb 17, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 49,308 | 5,050 | 1.31% | 1.46% | 110 | -2,165 | -4.21% | Q4 2025 | Jan 07, 2026 |
| &PARTNERS | History | Added to | 48,635 | 4,981 | 0.03% | 0.02% | 111 | +14,551 | 42.69% | Q4 2025 | Feb 17, 2026 |
| Live Oak Investment Partners | History | Added to | 47,447 | 4,859 | 2.99% | 3.28% | 112 | +319 | 0.68% | Q4 2025 | Jan 29, 2026 |
| Vista Cima Wealth Management LLC | History | Added to | 46,913 | 4,804 | 4.01% | 3.89% | 113 | +2,374 | 5.33% | Q4 2025 | Feb 11, 2026 |
| Financial Partners Group, Inc | History | Added to | 45,024 | 4,792 | 0.55% | 0.46% | 114 | +9,924 | 28.27% | Q4 2025 | Feb 03, 2026 |
| MAI Capital Management | History | Added to | 46,276 | 4,739 | 0.03% | 0.02% | 115 | +11,048 | 31.36% | Q4 2025 | Feb 13, 2026 |
| Silver Coast Investments LLC | History | Added to | 44,606 | 4,568 | 1.57% | 1.47% | 116 | +3,691 | 9.02% | Q4 2025 | Jan 27, 2026 |
| Concentrum Wealth Management | History | Added to | 41,903 | 4,291 | 1.2% | 1.14% | 117 | +4,330 | 11.52% | Q4 2025 | Feb 04, 2026 |
| Duncan Williams Asset Management, LLC | History | Added to | 39,778 | 4,266 | 1.06% | 0.93% | 118 | +8,300 | 26.37% | Q4 2025 | Feb 05, 2026 |
| CPC Advisors, LLC | History | Added to | 40,652 | 4,163 | 0.42% | 0.42% | 119 | +2,541 | 6.67% | Q4 2025 | Jan 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 38,074 | 4,081 | 0.01% | 0.01% | 120 | +2,945 | 8.38% | Q4 2025 | Jan 08, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 39,151 | 4,009 | 0.08% | 0.09% | 121 | +703 | 1.83% | Q4 2025 | Feb 06, 2026 |
| RFG Advisory, LLC | History | Added to | 37,536 | 3,844 | 0.07% | 0.07% | 122 | +6,419 | 20.63% | Q4 2025 | Feb 03, 2026 |
| Equity Wealth Partners, LLC | History | Reduced | 36,774 | 3,766 | 2.44% | 3.19% | 123 | -698 | -1.86% | Q4 2025 | Jan 26, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 35,858 | 3,672 | 0.01% | 0.01% | 124 | +1,124 | 3.24% | Q4 2025 | Feb 12, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | Reduced | 35,818 | 3,668 | 0.47% | 0.33% | 125 | -19,903 | -35.72% | Q4 2025 | Feb 13, 2026 |
| Sagace Wealth Management LLC | History | Added to | 35,723 | 3,658 | 2.48% | 2.54% | 126 | +132 | 0.37% | Q4 2025 | Feb 02, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 34,729 | 3,556 | 1.1% | 1.14% | 127 | +1,022 | 3.03% | Q4 2025 | Feb 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 34,096 | 3,492 | 0.07% | 0.07% | 128 | +241 | 0.71% | Q4 2025 | Feb 12, 2026 |
| Sigma Planning Corp | History | Reduced | 34,011 | 3,483 | 0.1% | 0.11% | 129 | -1,470 | -4.14% | Q4 2025 | Jan 30, 2026 |
| BFSG, LLC | History | Added to | 33,865 | 3,468 | 0.34% | 0.33% | 130 | +1,036 | 3.16% | Q4 2025 | Jan 22, 2026 |
| Wealth Advisory Team LLC | History | New | 33,250 | 3,405 | 3.01% | — | 132 | +33,250 | New | Q4 2025 | Feb 05, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 33,250 | 3,405 | 0.02% | 0.03% | 131 | +147 | 0.44% | Q4 2025 | Feb 13, 2026 |
| Centerpoint Advisory Group | History | Reduced | 32,524 | 3,331 | 2.57% | 2.69% | 133 | -425 | -1.29% | Q4 2025 | Feb 03, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 31,947 | 3,271 | 0.15% | 0.14% | 134 | +3,126 | 10.85% | Q4 2025 | Jan 22, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 31,136 | 3,188 | 0.05% | 0.05% | 135 | -665 | -2.09% | Q4 2025 | Feb 09, 2026 |
| Mason & Associates Inc | History | Reduced | 30,802 | 3,154 | 0.59% | 1.3% | 136 | -30,723 | -49.94% | Q4 2025 | Feb 05, 2026 |
| Family Capital Management, Inc. | History | Added to | 30,572 | 3,131 | 1.39% | 1.47% | 137 | +1,168 | 3.97% | Q4 2025 | Jan 27, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 29,765 | 3,048 | 0.32% | 0.35% | 138 | -573 | -1.89% | Q4 2025 | Feb 18, 2026 |
| ENZI WEALTH | History | Reduced | 27,449 | 2,947 | 1.04% | 3.91% | 139 | -79,425 | -74.32% | Q4 2025 | Jan 15, 2026 |
| New Insight Wealth Advisors | History | Added to | 28,757 | 2,945 | 1.05% | 1.02% | 140 | +2,965 | 11.5% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Reduced | 28,546 | 2,923 | 0.0% | 0.0% | 141 | -5,764 | -16.8% | Q4 2025 | Feb 13, 2026 |
| Western Wealth Management, LLC | History | Added to | 27,753 | 2,842 | 0.13% | 0.03% | 142 | +22,171 | 397.19% | Q4 2025 | Feb 05, 2026 |
| Waverly Advisors, LLC | History | Added to | 27,663 | 2,833 | 0.02% | 0.03% | 143 | +1,183 | 4.47% | Q4 2025 | Feb 17, 2026 |
| Sovran Advisors, LLC | History | Reduced | 25,812 | 2,815 | 0.24% | 0.26% | 144 | -2,606 | -9.17% | Q4 2025 | Jan 20, 2026 |
| United Asset Strategies, Inc. | History | Reduced | 27,148 | 2,780 | 0.21% | 0.23% | 145 | -312 | -1.14% | Q4 2025 | Jan 28, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 26,716 | 2,736 | 0.0% | 0.0% | 146 | +10,458 | 64.33% | Q4 2025 | Mar 16, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | New | 26,464 | 2,710 | 1.77% | — | 147 | +26,464 | New | Q4 2025 | Apr 02, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 25,578 | 2,619 | 0.63% | 0.71% | 148 | -1,688 | -6.19% | Q4 2025 | Feb 11, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 24,926 | 2,552 | 2.18% | 2.34% | 149 | +48 | 0.19% | Q4 2025 | Jan 26, 2026 |
| Creative Planning | History | Added to | 24,781 | 2,538 | 0.0% | 0.0% | 150 | +1,435 | 6.15% | Q4 2025 | Feb 17, 2026 |
| Melone Private Wealth, LLC | History | New | 24,018 | 2,459 | 1.04% | — | 152 | +24,018 | New | Q4 2025 | Jan 07, 2026 |
| Marshall Financial Group, LLC | History | Added to | 24,013 | 2,459 | 0.48% | 0.42% | 151 | +3,386 | 16.42% | Q4 2025 | Jan 09, 2026 |
| Horizon Family Wealth, Inc. | History | Added to | 23,845 | 2,442 | 1.3% | 1.4% | 153 | +632 | 2.72% | Q4 2025 | Feb 09, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 23,339 | 2,390 | 0.06% | 0.06% | 154 | -162 | -0.69% | Q4 2025 | Feb 13, 2026 |
| Mann Financial Group, Inc. | History | Added to | 23,271 | 2,383 | 2.31% | 1.39% | 155 | +9,819 | 72.99% | Q4 2025 | Feb 09, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 22,840 | 2,339 | 0.11% | 0.15% | 156 | -1,172 | -4.88% | Q4 2025 | Jan 28, 2026 |
| Wiser Advisor Group LLC | History | Added to | 22,547 | 2,309 | 2.64% | 2.88% | 157 | +434 | 1.96% | Q4 2025 | Feb 09, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Reduced | 22,343 | 2,288 | 0.57% | 0.78% | 158 | -6,671 | -22.99% | Q4 2025 | Jan 27, 2026 |
| Advisory Services Network, LLC | History | Reduced | 21,968 | 2,249 | 0.03% | 0.04% | 159 | -5,323 | -19.5% | Q4 2025 | Feb 17, 2026 |
| SkyView Investment Advisors, LLC | History | Added to | 21,759 | 2,229 | 0.28% | 0.28% | 160 | +744 | 3.54% | Q4 2025 | Feb 18, 2026 |
| Firestone Capital Management | History | No change | 21,255 | 2,176 | 0.46% | 0.48% | 161 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | New | 21,000 | 2,150 | 0.1% | — | 162 | +21,000 | New | Q4 2025 | Feb 13, 2026 |
| Independent Advisor Alliance | History | Reduced | 20,926 | 2,143 | 0.05% | 0.06% | 163 | -541 | -2.52% | Q4 2025 | Feb 04, 2026 |
| Sonoma Allocations LLC | History | Added to | 19,977 | 2,131 | 0.71% | 0.74% | 164 | +358 | 1.82% | Q4 2025 | Feb 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 20,508 | 2,100 | 0.01% | 0.02% | 165 | -5,218 | -20.28% | Q4 2025 | Feb 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 19,322 | 1,979 | 0.12% | 0.13% | 166 | +1,261 | 6.98% | Q4 2025 | Feb 06, 2026 |
| Brown Miller Wealth Management, LLC | History | Added to | 19,120 | 1,958 | 0.54% | 0.5% | 167 | +2,334 | 13.9% | Q4 2025 | Jan 23, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 19,106 | 1,956 | 0.02% | 0.02% | 168 | +2,069 | 12.14% | Q4 2025 | Feb 13, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 18,210 | 1,865 | 0.0% | — | 169 | +18,210 | New | Q4 2025 | Feb 10, 2026 |
| Connecticut Capital Management Group, LLC | History | New | 17,659 | 1,808 | 1.73% | — | 170 | +17,659 | New | Q4 2025 | Feb 09, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 17,051 | 1,746 | 0.01% | 0.01% | 171 | +2,393 | 16.33% | Q4 2025 | Jan 05, 2026 |
| BNB Wealth Management, LLC | History | New | 16,842 | 1,725 | 1.11% | — | 172 | +16,842 | New | Q4 2025 | Feb 17, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Reduced | 16,648 | 1,705 | 0.36% | 0.61% | 173 | -10,111 | -37.79% | Q4 2025 | Jan 14, 2026 |
| New Millennium Group LLC | History | Reduced | 16,203 | 1,659 | 0.72% | 0.79% | 174 | -366 | -2.21% | Q4 2025 | Feb 06, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 16,115 | 1,650 | 0.12% | 0.14% | 175 | +358 | 2.27% | Q4 2025 | Jan 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 15,950 | 1,633 | 0.01% | 0.01% | 176 | +552 | 3.58% | Q4 2025 | Feb 06, 2026 |
| Prota Financial, LLC | History | New | 15,473 | 1,584 | 1.14% | — | 177 | +15,473 | New | Q4 2025 | Apr 09, 2026 |
| WPG Advisers, LLC | History | Added to | 15,359 | 1,573 | 1.17% | 1.15% | 178 | +1,257 | 8.91% | Q4 2025 | Jan 28, 2026 |
| Westfuller Advisors, LLC | History | Added to | 15,309 | 1,567 | 0.63% | 0.69% | 179 | +882 | 6.11% | Q4 2025 | Jan 21, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 14,320 | 1,566 | 0.41% | 0.4% | 180 | +157 | 1.11% | Q4 2025 | Jan 26, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 15,096 | 1,546 | 0.56% | 0.59% | 181 | -355 | -2.3% | Q4 2025 | Jan 22, 2026 |
| GeoWealth Management, LLC | History | Reduced | 14,839 | 1,519 | 0.06% | 0.08% | 182 | -6,726 | -31.19% | Q4 2025 | Feb 17, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 14,210 | 1,455 | 0.1% | 0.1% | 183 | +214 | 1.53% | Q4 2025 | Jan 14, 2026 |
| Visionary Wealth Advisors | History | Added to | 14,206 | 1,454 | 0.07% | 0.07% | 184 | +67 | 0.47% | Q4 2025 | Feb 13, 2026 |
| EASTERN BANK | History | Reduced | 14,094 | 1,443 | 0.02% | 0.06% | 185 | -19,730 | -58.33% | Q4 2025 | Jan 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 14,044 | 1,438 | 0.01% | 0.01% | 186 | +1,005 | 7.71% | Q4 2025 | Feb 12, 2026 |
| Biltmore Family Office, LLC | History | Reduced | 13,977 | 1,431 | 0.2% | 0.22% | 187 | -490 | -3.39% | Q4 2025 | Feb 04, 2026 |
| DORVAL Corp | History | Added to | 13,612 | 1,394 | 0.44% | 0.47% | 188 | +98 | 0.73% | Q4 2025 | Jan 26, 2026 |
| Fortune Financial Group, Inc. | History | New | 9,934 | 1,290 | 1.27% | — | 189 | +9,934 | New | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 11,900 | 1,218 | 0.0% | 0.0% | 190 | +2,900 | 32.22% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 11,320 | 1,159 | 0.0% | 0.0% | 191 | +360 | 3.28% | Q4 2025 | Feb 02, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 11,308 | 1,158 | 0.05% | 0.05% | 192 | +181 | 1.63% | Q4 2025 | Feb 13, 2026 |
| Ethos Capital Management, Inc. | History | New | 11,285 | 1,155 | 1.09% | — | 193 | +11,285 | New | Q4 2025 | Jan 21, 2026 |
| Forum Private Client Group LLC | History | Added to | 11,167 | 1,143 | 0.39% | 0.34% | 194 | +1,973 | 21.46% | Q4 2025 | Feb 06, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 10,949 | 1,135 | 0.08% | 0.08% | 195 | +484 | 4.62% | Q4 2025 | Jan 15, 2026 |
| Solutions 4 Wealth, Ltd | History | Added to | 10,997 | 1,126 | 1.7% | 0.93% | 196 | +5,284 | 92.49% | Q4 2025 | Feb 09, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 10,947 | 1,121 | 0.54% | 0.53% | 197 | +406 | 3.85% | Q4 2025 | Feb 05, 2026 |
| Secure Asset Management, LLC | History | Reduced | 10,936 | 1,120 | 0.18% | 0.36% | 198 | -9,754 | -47.14% | Q4 2025 | Jan 20, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 10,837 | 1,109 | 0.62% | 0.79% | 199 | +18 | 0.17% | Q4 2025 | Jan 28, 2026 |
| Legacy Financial Advisors, Inc. | History | Added to | 10,742 | 1,100 | 0.15% | 0.14% | 200 | +809 | 8.14% | Q4 2025 | Feb 04, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 10,735 | 1,099 | 0.03% | 0.04% | 201 | -500 | -4.45% | Q4 2025 | Jan 06, 2026 |
| GWN SECURITIES INC. | History | Reduced | 10,668 | 1,092 | 0.22% | 0.28% | 202 | -990 | -8.49% | Q4 2025 | Feb 11, 2026 |
| Opulen Financial Group LLC | History | Added to | 10,229 | 1,047 | 0.76% | 0.81% | 203 | +17 | 0.17% | Q4 2025 | Feb 10, 2026 |
| Pacific Center for Financial Services | History | No change | 9,852 | 1,034 | 0.26% | 0.26% | 204 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BROWN ADVISORY INC | History | Reduced | 10,080 | 1,032 | 0.0% | 0.0% | 205 | -960 | -8.7% | Q4 2025 | Feb 13, 2026 |
| Ayalon Insurance Comp Ltd. | History | No change | 10,080 | 1,032 | 0.25% | 0.27% | 206 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| TD Capital Management LLC | History | Reduced | 9,917 | 1,015 | 0.09% | 0.1% | 207 | -245 | -2.41% | Q4 2025 | Feb 26, 2026 |
| Pearl Planning LLC | History | New | 9,504 | 973 | 0.6% | — | 208 | +9,504 | New | Q4 2025 | Feb 03, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 28,720 | 970 | 0.02% | 0.04% | 209 | +6,941 | 31.87% | Q4 2025 | Feb 11, 2026 |
| COMERICA BANK | History | Added to | 9,391 | 961 | 0.0% | 0.0% | 210 | +524 | 5.91% | Q4 2025 | Jan 29, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 9,232 | 945 | 0.1% | 0.1% | 211 | +635 | 7.39% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 9,200 | 942 | 0.0% | 0.0% | 212 | +170 | 1.88% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 9,175 | 939 | 0.02% | 0.02% | 213 | +142 | 1.57% | Q4 2025 | Feb 06, 2026 |
| PFG Investments, LLC | History | Added to | 9,004 | 922 | 0.04% | 0.04% | 214 | +1,984 | 28.26% | Q4 2025 | Jan 26, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 9,000 | 921 | 0.21% | 0.26% | 215 | -2,000 | -18.18% | Q4 2025 | Jan 16, 2026 |
| Breakwater Capital Group | History | Reduced | 8,976 | 919 | 0.13% | 0.16% | 216 | -1,388 | -13.39% | Q4 2025 | Jan 09, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 8,917 | 913 | 0.03% | 0.04% | 217 | -5,518 | -38.23% | Q4 2025 | Feb 05, 2026 |
| Nalls Sherbakoff Group, LLC | History | Reduced | 8,895 | 911 | 0.66% | 0.79% | 218 | -2,207 | -19.88% | Q4 2025 | Mar 12, 2026 |
| IFG Advisory, LLC | History | Reduced | 8,292 | 849 | 0.04% | 0.05% | 219 | -2,876 | -25.75% | Q4 2025 | Feb 10, 2026 |
| TAGStone Capital, Inc. | History | Added to | 8,211 | 841 | 0.31% | 0.27% | 220 | +1,809 | 28.26% | Q4 2025 | Feb 10, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 8,147 | 834 | 0.09% | 0.14% | 221 | -3,082 | -27.45% | Q4 2025 | Jan 14, 2026 |
| Wagner Wealth Management, Corp | History | New | 8,053 | 824 | 0.81% | — | 222 | +8,053 | New | Q4 2025 | Feb 12, 2026 |
| Symphony Financial Services, Inc. | History | Added to | 7,995 | 818 | 0.42% | 0.42% | 223 | +570 | 7.68% | Q4 2025 | Feb 12, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 7,798 | 799 | 0.02% | 0.04% | 224 | -3,627 | -31.75% | Q4 2025 | Feb 12, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 7,788 | 797 | 0.07% | 0.08% | 225 | -1,700 | -17.92% | Q4 2025 | Jan 15, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Reduced | 7,715 | 790 | 0.27% | 0.28% | 226 | -247 | -3.1% | Q4 2025 | Jan 28, 2026 |
| Fairway Financial, LLC | History | Added to | 7,643 | 782 | 0.59% | 0.58% | 227 | +613 | 8.72% | Q4 2025 | Feb 04, 2026 |
| Fisher Asset Management, LLC | History | New | 7,514 | 769 | 0.0% | — | 228 | +7,514 | New | Q4 2025 | Feb 09, 2026 |
| Reliant Investment Partners, LLC | History | Reduced | 7,433 | 761 | 0.6% | 0.62% | 229 | -75 | -1.0% | Q4 2025 | Feb 06, 2026 |
| Arkadios Wealth Advisors | History | Added to | 7,331 | 750 | 0.01% | 0.02% | 230 | +130 | 1.81% | Q4 2025 | Feb 13, 2026 |
| Csenge Advisory Group | History | Added to | 7,317 | 749 | 0.03% | 0.04% | 231 | +52 | 0.72% | Q4 2025 | Feb 06, 2026 |
| Baird Financial Group, Inc. | History | Added to | 7,188 | 736 | 0.0% | 0.0% | 232 | +2,366 | 49.07% | Q4 2025 | Feb 13, 2026 |
| Bank of Marin | History | No change | 6,967 | 713 | 0.49% | 0.52% | 233 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Berger Financial Group, Inc | History | Reduced | 6,847 | 701 | 0.04% | 0.05% | 234 | -655 | -8.73% | Q4 2025 | Jan 27, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 6,800 | 696 | 0.06% | 0.08% | 235 | -931 | -12.04% | Q4 2025 | Feb 10, 2026 |
| Clearstead Advisors, LLC | History | No change | 6,788 | 695 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Reduced | 6,584 | 674 | 0.14% | 0.16% | 237 | -396 | -5.67% | Q4 2025 | Jan 22, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Reduced | 6,508 | 666 | 0.23% | 0.63% | 238 | -9,657 | -59.74% | Q4 2025 | Feb 10, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 6,502 | 665 | 0.05% | 0.05% | 239 | +230 | 3.67% | Q4 2025 | Feb 04, 2026 |
| Evergreen Wealth Partners LLC | History | New | 6,384 | 653 | 0.55% | — | 240 | +6,384 | New | Q4 2025 | Feb 05, 2026 |
| Southland Equity Partners LLC | History | Added to | 6,365 | 651 | 0.13% | 0.12% | 241 | +627 | 10.93% | Q4 2025 | Jan 14, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 6,355 | 650 | 0.35% | 0.41% | 242 | -619 | -8.88% | Q4 2025 | Jan 23, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 6,200 | 635 | 0.04% | 0.04% | 243 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 6,105 | 625 | 0.02% | 0.02% | 244 | -862 | -12.37% | Q4 2025 | Jan 09, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 6,032 | 617 | 0.02% | 0.01% | 245 | +2,106 | 53.64% | Q4 2025 | Jan 29, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 5,903 | 604 | 0.01% | 0.01% | 246 | +9 | 0.15% | Q4 2025 | Feb 06, 2026 |
| Redwood Financial Network Corp | History | Reduced | 5,885 | 602 | 0.38% | 0.43% | 247 | -617 | -9.49% | Q4 2025 | Feb 10, 2026 |
| GTS SECURITIES LLC | History | New | 5,810 | 595 | 0.02% | — | 248 | +5,810 | New | Q4 2025 | Feb 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 5,809 | 594 | 0.03% | 0.04% | 249 | -322 | -5.25% | Q4 2025 | Feb 04, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 5,771 | 591 | 0.07% | 0.55% | 250 | -32,481 | -84.91% | Q4 2025 | Jan 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 5,766 | 590 | 0.01% | 0.01% | 251 | +1,441 | 33.32% | Q4 2025 | Feb 11, 2026 |
| Kovack Advisors, Inc. | History | Added to | 5,748 | 588 | 0.03% | 0.03% | 252 | +2,511 | 77.57% | Q4 2025 | Feb 17, 2026 |
| Clarity Retirement & Wealth, LLC | History | New | 5,686 | 582 | 0.51% | — | 254 | +5,686 | New | Q4 2025 | Feb 11, 2026 |
| Summit Financial, LLC | History | Reduced | 5,687 | 582 | 0.01% | 0.01% | 253 | -549 | -8.8% | Q4 2025 | Feb 13, 2026 |
| Advisory Alpha, LLC | History | Reduced | 5,524 | 565 | 0.02% | 0.02% | 255 | -57 | -1.02% | Q4 2025 | Feb 06, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 5,493 | 562 | 0.03% | 0.03% | 256 | -191 | -3.36% | Q4 2025 | Feb 17, 2026 |
| J.M. Arbour, LLC | History | New | 5,410 | 554 | 0.55% | — | 257 | +5,410 | New | Q4 2025 | Jan 26, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 5,371 | 550 | 0.08% | 0.08% | 258 | +12 | 0.22% | Q4 2025 | Feb 10, 2026 |
| Brookstone Capital Management | History | Added to | 5,251 | 537 | 0.01% | 0.01% | 259 | +774 | 17.29% | Q4 2025 | Jan 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 4,942 | 537 | 0.16% | 0.18% | 260 | -188 | -3.66% | Q4 2025 | Feb 10, 2026 |
| Snider Financial Group | History | Reduced | 5,240 | 536 | 0.14% | 1.49% | 261 | -46,785 | -89.93% | Q4 2025 | Jan 21, 2026 |
| Mutual Advisors, LLC | History | Added to | 5,165 | 529 | 0.01% | 0.01% | 262 | +169 | 3.38% | Q4 2025 | Feb 02, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | New | 5,094 | 521 | 0.03% | — | 263 | +5,094 | New | Q4 2025 | Jan 26, 2026 |
| Krilogy Financial LLC | History | Reduced | 4,789 | 521 | 0.02% | 0.02% | 264 | -20 | -0.42% | Q4 2025 | Jan 27, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 5,027 | 514 | 0.01% | 0.01% | 265 | +328 | 6.98% | Q4 2025 | Feb 09, 2026 |
| Regal Investment Advisors LLC | History | Added to | 4,817 | 493 | 0.03% | 0.03% | 266 | +955 | 24.73% | Q4 2025 | Feb 17, 2026 |
| BAM Wealth Management, LLC | History | Reduced | 4,629 | 474 | 0.34% | 0.46% | 267 | -1,092 | -19.09% | Q4 2025 | Jan 20, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 4,555 | 466 | 0.07% | 0.07% | 268 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| NWAM LLC | History | Reduced | 4,240 | 461 | 0.03% | 0.03% | 270 | -187 | -4.22% | Q4 2025 | Feb 04, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 4,505 | 461 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Stonebridge Financial Group, LLC / MO | History | New | 4,493 | 460 | 0.4% | — | 271 | +4,493 | New | Q4 2025 | Feb 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 4,394 | 450 | 0.0% | 0.0% | 272 | +1,512 | 52.46% | Q4 2025 | Feb 18, 2026 |
| Northwest Financial Advisors | History | Added to | 4,388 | 449 | 0.92% | 0.5% | 273 | +658 | 17.64% | Q4 2025 | Jan 26, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 4,274 | 437 | 0.01% | 0.01% | 274 | +56 | 1.33% | Q4 2025 | Jan 21, 2026 |
| Investmark Advisory Group LLC | History | No change | 4,275 | 437 | 0.19% | 0.19% | 275 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 4,055 | 435 | 0.22% | 0.23% | 276 | +189 | 4.89% | Q4 2025 | Jan 29, 2026 |
| Schwallier Wealth Management LLC | History | Reduced | 4,023 | 428 | 0.27% | 0.27% | 277 | -75 | -1.83% | Q4 2025 | Feb 11, 2026 |
| LongView Wealth Management | History | New | 3,945 | 423 | 0.1% | — | 278 | +3,945 | New | Q4 2025 | Jan 13, 2026 |
| Madison Wealth Partners, Inc | History | New | 4,040 | 413 | 0.08% | — | 279 | +4,040 | New | Q4 2025 | Feb 10, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 3,994 | 409 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Narus Financial Partners, LLC | History | Added to | 3,948 | 404 | 0.11% | 0.11% | 281 | +126 | 3.3% | Q4 2025 | Feb 09, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | Added to | 3,918 | 401 | 0.19% | 0.2% | 282 | +7 | 0.18% | Q4 2025 | Jan 21, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 3,912 | 400 | 0.03% | 0.05% | 283 | -3,000 | -43.4% | Q4 2025 | Feb 17, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 3,903 | 399 | 0.02% | — | 284 | +3,903 | New | Q4 2025 | Feb 17, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 3,733 | 399 | 0.09% | 0.1% | 285 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 3,896 | 398 | 0.22% | 0.25% | 286 | -184 | -4.51% | Q4 2025 | Jan 30, 2026 |
| JBR Co Financial Management Inc | History | Reduced | 3,848 | 394 | 0.16% | 0.29% | 287 | -2,713 | -41.35% | Q4 2025 | Jan 06, 2026 |
| TABLEAUX LLC | History | Reduced | 3,832 | 392 | 0.28% | 0.32% | 288 | -3,856 | -50.16% | Q4 2025 | Feb 17, 2026 |
| CWC Advisors, LLC. | History | Added to | 3,800 | 389 | 0.19% | 0.15% | 289 | +902 | 31.12% | Q4 2025 | Jan 26, 2026 |
| Brown Financial Advisory | History | Reduced | 3,798 | 388 | 0.2% | 0.21% | 290 | -57 | -1.48% | Q4 2025 | Jan 29, 2026 |
| Ullmann Wealth Partners Group, LLC | History | No change | 3,569 | 366 | 0.04% | 0.04% | 291 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Clear Creek Financial Management, LLC | History | New | 3,544 | 362 | 0.03% | — | 292 | +3,544 | New | Q4 2025 | Jan 23, 2026 |
| WILLNER & HELLER, LLC | History | Reduced | 3,497 | 358 | 0.26% | 0.3% | 293 | -292 | -7.71% | Q4 2025 | Jan 12, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Reduced | 3,457 | 354 | 0.25% | 0.34% | 294 | -886 | -20.4% | Q4 2025 | Jan 23, 2026 |
| D.A. DAVIDSON & CO. | History | New | 3,442 | 352 | 0.0% | — | 295 | +3,442 | New | Q4 2025 | Jan 29, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 3,428 | 351 | 0.03% | 0.03% | 296 | +732 | 27.15% | Q4 2025 | Jan 13, 2026 |
| Alaska Wealth Advisors, LLC | History | Reduced | 3,400 | 348 | 0.04% | 0.06% | 298 | -1,257 | -26.99% | Q4 2025 | Feb 13, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 3,402 | 348 | 0.0% | 0.0% | 297 | -419 | -10.97% | Q4 2025 | Feb 02, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 3,381 | 346 | 0.0% | 0.0% | 299 | -3,468 | -50.64% | Q4 2025 | Feb 11, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 3,221 | 329 | 0.02% | 0.02% | 300 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| OneAscent Wealth Management LLC | History | Reduced | 3,206 | 328 | 0.11% | 0.13% | 301 | -407 | -11.26% | Q4 2025 | Feb 11, 2026 |
| GGM Financials LLC | History | Reduced | 3,178 | 325 | 0.16% | 0.25% | 303 | -1,615 | -33.69% | Q4 2025 | Feb 04, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 3,173 | 325 | 0.01% | 0.01% | 302 | -1,011 | -24.16% | Q4 2025 | Jan 26, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 3,143 | 321 | 0.27% | 0.34% | 304 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Betterment LLC | History | Added to | 3,111 | 319 | 0.0% | 0.0% | 305 | +403 | 14.88% | Q4 2025 | Feb 12, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 3,064 | 313 | 0.01% | 0.02% | 306 | -3,040 | -49.8% | Q4 2025 | Feb 17, 2026 |
| Trexquant Investment LP | History | Reduced | 3,032 | 310 | 0.0% | 0.0% | 307 | -338 | -10.03% | Q4 2025 | Feb 17, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 3,021 | 309 | 0.04% | 0.04% | 308 | +69 | 2.34% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 2,998 | 307 | 0.0% | 0.0% | 309 | -221 | -6.87% | Q4 2025 | Jan 26, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,955 | 302 | 0.01% | 0.01% | 310 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Andina Capital Management, LLC | History | Reduced | 2,933 | 300 | 0.18% | 0.17% | 311 | -13 | -0.44% | Q4 2025 | Feb 12, 2026 |
| Greenline Wealth Management LLC | History | New | 2,823 | 289 | 0.3% | — | 312 | +2,823 | New | Q4 2025 | Feb 13, 2026 |
| CONNORS INVESTOR SERVICES INC | History | New | 2,782 | 284 | 0.02% | — | 313 | +2,782 | New | Q4 2025 | Feb 09, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 2,724 | 278 | 0.0% | 0.0% | 314 | -4,420 | -61.87% | Q4 2025 | Jan 29, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 2,670 | 273 | 0.0% | 0.0% | 315 | +725 | 37.28% | Q4 2025 | Jan 29, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 2,662 | 272 | 0.0% | 0.0% | 316 | -786 | -22.8% | Q4 2025 | Feb 03, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 2,620 | 268 | 0.06% | 0.07% | 317 | -200 | -7.09% | Q4 2025 | Jan 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 2,532 | 259 | 0.0% | 0.0% | 318 | -71 | -2.73% | Q4 2025 | Feb 12, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 2,535 | 259 | 0.03% | 0.03% | 319 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| COMMERCE BANK | History | New | 2,492 | 255 | 0.0% | — | 320 | +2,492 | New | Q4 2025 | Feb 13, 2026 |
| Sound View Wealth Advisors Group, LLC | History | New | 2,458 | 251 | 0.02% | — | 321 | +2,458 | New | Q4 2025 | Jan 08, 2026 |
| IFP Advisors, Inc | History | Added to | 2,439 | 249 | 0.01% | 0.0% | 323 | +1,084 | 80.0% | Q4 2025 | Feb 06, 2026 |
| WIMMER ASSOCIATES 1, LLC | History | Reduced | 2,435 | 249 | 0.12% | 0.13% | 324 | -100 | -3.94% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 2,438 | 249 | 0.0% | 0.0% | 322 | -49 | -1.97% | Q4 2025 | Feb 12, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 2,372 | 242 | 0.0% | — | 325 | +2,372 | New | Q4 2025 | Feb 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 2,361 | 241 | 0.0% | 0.0% | 326 | -71 | -2.92% | Q4 2025 | Feb 06, 2026 |
| Synergy Investment Management, LLC | History | Reduced | 2,335 | 239 | 0.08% | 0.1% | 327 | -191 | -7.56% | Q4 2025 | Feb 06, 2026 |
| Capital Square, LLC | History | Added to | 2,328 | 238 | 0.12% | 0.11% | 328 | +280 | 13.67% | Q4 2025 | Feb 13, 2026 |
| Elm3 Financial Group, LLC | History | Reduced | 2,307 | 236 | 0.2% | 0.3% | 329 | -1,206 | -34.33% | Q4 2025 | Jan 22, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 2,301 | 235 | 0.01% | 0.01% | 330 | -162 | -6.58% | Q4 2025 | Feb 17, 2026 |
| Schrum Private Wealth Management LLC | History | No change | 2,300 | 235 | 0.17% | 0.18% | 331 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 2,283 | 234 | 0.0% | — | 333 | +2,283 | New | Q4 2025 | Feb 18, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 2,292 | 234 | 0.02% | 0.02% | 332 | -1,011 | -30.61% | Q4 2025 | Feb 03, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 2,215 | 226 | 0.0% | 0.01% | 334 | -185 | -7.71% | Q4 2025 | Jan 16, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 2,206 | 225 | 0.0% | 0.0% | 335 | -1,321 | -37.45% | Q4 2025 | Feb 13, 2026 |
| Compass Financial Services Inc | History | Added to | 2,189 | 224 | 0.1% | 0.1% | 336 | +1 | 0.05% | Q4 2025 | Feb 27, 2026 |
| Foundry Financial LLC | History | New | 2,176 | 222 | 0.12% | — | 337 | +2,176 | New | Q4 2025 | Feb 17, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 2,163 | 221 | 0.06% | 0.07% | 338 | -137 | -5.96% | Q4 2025 | Feb 09, 2026 |
| Chemistry Wealth Management LLC | History | No change | 2,146 | 219 | 0.04% | 0.04% | 339 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | New | 2,135 | 218 | 0.01% | — | 340 | +2,135 | New | Q4 2025 | Feb 10, 2026 |
| CAPSTONE CAPITAL LLC | History | No change | 2,130 | 218 | 0.14% | 0.15% | 341 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | New | 2,101 | 215 | 0.0% | — | 342 | +2,101 | New | Q4 2025 | Feb 17, 2026 |
| Continuum Advisory, LLC | History | Reduced | 2,078 | 212 | 0.02% | 0.02% | 343 | -79 | -3.66% | Q4 2025 | Feb 11, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 2,066 | 211 | 0.11% | 0.16% | 344 | -2,058 | -49.9% | Q4 2025 | Feb 18, 2026 |
| Arax Advisory Partners | History | New | 2,051 | 210 | 0.01% | — | 345 | +2,051 | New | Q4 2025 | Feb 13, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 1,993 | 204 | 0.02% | 0.02% | 346 | +4 | 0.2% | Q4 2025 | Jan 29, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 2,000 | 204 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 1,988 | 203 | 0.0% | — | 348 | +1,988 | New | Q4 2025 | Mar 25, 2026 |
| Allie Family Office LLC | History | Reduced | 1,981 | 202 | 0.09% | 0.1% | 349 | -2 | -0.1% | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,966 | 201 | 0.02% | 0.02% | 350 | -32 | -1.6% | Q4 2025 | Jan 26, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,611 | 164 | 0.0% | 0.0% | 351 | -1,165 | -41.97% | Q4 2025 | Jan 30, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 1,604 | 164 | 0.06% | 0.07% | 352 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,542 | 157 | 0.01% | 0.01% | 353 | +3 | 0.19% | Q4 2025 | Jan 20, 2026 |
| Capital Analysts, LLC | History | No change | 1,446 | 148 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 1,277 | 130 | 0.11% | 0.23% | 355 | -19,471 | -93.85% | Q4 2025 | Feb 06, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,250 | 128 | 0.04% | 0.04% | 356 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Bogart Wealth, LLC | History | No change | 1,157 | 118 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Allworth Financial LP | History | New | 1,149 | 117 | 0.0% | — | 358 | +1,149 | New | Q4 2025 | Feb 05, 2026 |
| Sarver Vrooman Wealth Advisors | History | Added to | 1,067 | 109 | 0.06% | 0.02% | 359 | +706 | 195.57% | Q4 2025 | Feb 10, 2026 |
| Hughes Financial Services, LLC | History | No change | 1,064 | 108 | 0.02% | 0.02% | 360 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 1,035 | 106 | 0.06% | 0.06% | 361 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 1,018 | 104 | 0.06% | — | 362 | +1,018 | New | Q4 2025 | Feb 18, 2026 |
| Dunhill Financial, LLC | History | New | 944 | 96 | 0.02% | — | 363 | +944 | New | Q4 2025 | Jan 29, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 797 | 81 | 0.01% | 0.01% | 364 | -39 | -4.67% | Q4 2025 | Jan 22, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 780 | 79 | 0.02% | 0.02% | 365 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MidAtlantic Capital Management, Inc. | History | New | 753 | 77 | 0.05% | — | 366 | +753 | New | Q4 2025 | Feb 10, 2026 |
| Root Financial Partners, LLC | History | Added to | 748 | 76 | 0.0% | 0.0% | 367 | +405 | 118.08% | Q4 2025 | Feb 10, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 683 | 69 | 0.07% | 0.08% | 368 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Millstone Evans Group, LLC | History | New | 594 | 60 | 0.04% | — | 369 | +594 | New | Q4 2025 | Feb 02, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 559 | 57 | 0.0% | — | 370 | +559 | New | Q4 2025 | Feb 03, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 522 | 53 | 0.02% | 0.01% | 371 | +263 | 101.54% | Q4 2025 | Feb 10, 2026 |
| BESSEMER GROUP INC | History | No change | 475 | 49 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 463 | 47 | 0.0% | 0.0% | 373 | +22 | 4.99% | Q4 2025 | Feb 17, 2026 |
| Clearstead Trust, LLC | History | Added to | 450 | 46 | 0.01% | 0.01% | 374 | +62 | 15.98% | Q4 2025 | Feb 09, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 447 | 45 | 0.01% | 0.05% | 375 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 426 | 43 | 0.01% | 0.01% | 376 | -25 | -5.54% | Q4 2025 | Jan 23, 2026 |
| OPTIMA CAPITAL LLC | History | New | 357 | 36 | 0.02% | — | 377 | +357 | New | Q4 2025 | Jan 23, 2026 |
| SHP Wealth Management | History | New | 324 | 33 | 0.0% | — | 378 | +324 | New | Q4 2025 | Mar 04, 2026 |
| Westside Investment Management, Inc. | History | No change | 300 | 31 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 302 | 30 | 0.0% | 0.0% | 380 | +146 | 93.59% | Q4 2025 | Feb 06, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 277 | 28 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Financial Freedom, LLC | History | Reduced | 267 | 27 | 0.01% | 0.12% | 382 | -2,028 | -88.37% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 245 | 25 | 0.0% | 0.0% | 383 | -936 | -79.25% | Q4 2025 | Feb 11, 2026 |
| Larson Financial Group LLC | History | No change | 252 | 25 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| LRI Investments, LLC | History | No change | 209 | 21 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| TSFG, LLC | History | No change | 200 | 20 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 200 | 20 | 0.01% | 0.01% | 387 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FIRST HORIZON CORP | History | New | 190 | 19 | 0.0% | — | 388 | +190 | New | Q4 2025 | Jan 27, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 174 | 17 | 0.0% | — | 389 | +174 | New | Q4 2025 | Jan 21, 2026 |
| Caitlin John, LLC | History | No change | 171 | 17 | 0.01% | 0.01% | 390 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| CoreCap Advisors, LLC | History | Added to | 158 | 16 | 0.0% | 0.0% | 391 | +18 | 12.86% | Q4 2025 | Jan 13, 2026 |
| Ancora Advisors LLC | History | No change | 147 | 15 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Reduced | 142 | 14 | 0.0% | 0.0% | 393 | -8 | -5.33% | Q4 2025 | Jan 23, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 116 | 11 | 0.0% | 0.0% | 394 | -327 | -73.81% | Q4 2025 | Jan 29, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 110 | 11 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GLENMEDE TRUST CO NA | History | New | 100 | 10 | 0.0% | — | 396 | +100 | New | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | New | 99 | 10 | 0.0% | — | 397 | +99 | New | Q4 2025 | Feb 17, 2026 |
| CX Institutional | History | No change | 86 | 9 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 74 | 8 | 0.01% | — | 399 | +74 | New | Q4 2025 | Feb 12, 2026 |
| Operose Advisors LLC | History | New | 78 | 7 | 0.0% | — | 401 | +78 | New | Q4 2025 | Feb 10, 2026 |
| Motiv8 Investments LLC | History | New | 72 | 7 | 0.0% | — | 403 | +72 | New | Q4 2025 | Feb 13, 2026 |
| Cheviot Value Management, LLC | History | No change | 68 | 7 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 70 | 7 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 60 | 6 | 0.0% | 0.0% | 404 | -70 | -53.85% | Q4 2025 | Jan 21, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 58 | 5 | 0.0% | 0.0% | 407 | -462 | -88.85% | Q4 2025 | Feb 20, 2026 |
| SIGNATUREFD, LLC | History | No change | 56 | 5 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Winch Advisory Services, LLC | History | No change | 54 | 5 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Wagner Wealth Management, LLC | History | No change | 55 | 5 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 41 | 4 | 0.0% | — | 409 | +41 | New | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | No change | 37 | 3 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Noble Wealth Management PBC | History | No change | 37 | 3 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 25 | 2 | 0.0% | — | 412 | +25 | New | Q4 2025 | Jan 21, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 15 | 1 | 0.0% | — | 413 | +15 | New | Q4 2025 | Feb 12, 2026 |
| REAP Financial Group, LLC | History | New | 15 | 1 | 0.0% | — | 414 | +15 | New | Q4 2025 | Feb 10, 2026 |
| SMITH, MOORE & CO. | History | Closed out | 0 | 0 | — | 0.87% | — | -108,105 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -50,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Hansen & Associates Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.67% | — | -15,514 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -15,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Valmark Advisers, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -12,105 | -100.0% | Q3 2025 | Oct 24, 2025 |
| HM PAYSON & CO | History | Closed out | 0 | 0 | — | 0.01% | — | -9,900 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.03% | — | -8,688 | -100.0% | Q3 2025 | Nov 14, 2025 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,411 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,188 | -100.0% | Q3 2025 | Oct 21, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,675 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -4,584 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -4,382 | -100.0% | Q3 2025 | Oct 31, 2025 |
| First Heartland Consultants, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -4,249 | -100.0% | Q3 2025 | Nov 10, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,434 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Colonial River Investments, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -3,379 | -100.0% | Q3 2025 | Nov 13, 2025 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,789 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Goepper Burkhardt LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -2,630 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Keystone Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,598 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,334 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Integrated Advisors Network LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,304 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,092 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Cresset Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,049 | -100.0% | Q3 2025 | Jan 22, 2026 |
| Ausdal Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Galvin, Gaustad & Stein, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,000 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Total Clarity Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -1,984 | -100.0% | Q3 2025 | Nov 12, 2025 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,922 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,291 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Crewe Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -361 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -136 | -100.0% | Q3 2025 | Oct 07, 2025 |
| SJS Investment Consulting Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -108 | -100.0% | Q3 2025 | Oct 21, 2025 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q3 2025 | Nov 10, 2025 |
| FAS Wealth Partners, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Roxbury Financial LLC | History | Reduced | 7 | 0 | — | 0.0% | — | -3 | -30.0% | Q4 2025 | Jan 05, 2026 |
| Signature Equity Partners, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 17, 2026 |
| Anchor Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 14, 2025 |