INVESCO EXCHANGE-TRADED FUND TRUST - XMMO
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 84 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 | 3,472,670 | 480,825 | 0.13% | 0.12% | 1 | +355,614 | 11.41% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Reduced | 1,845,451 | 255,521 | 0.02% | 0.02% | 2 | -13,817 | -0.74% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 1,251,835 | 173,329 | 0.19% | 0.18% | 3 | +127,090 | 11.3% | Q4 2025 | Feb 17, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 1,088,140 | 150,663 | 1.21% | 1.32% | 4 | -109,776 | -9.16% | Q4 2025 | Jan 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,058,740 | 146,593 | 0.03% | 0.02% | 5 | +125,898 | 13.5% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 927,629 | 128,439 | 0.08% | 0.08% | 6 | +76,532 | 8.99% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 837,045 | 115,897 | 0.04% | 0.03% | 7 | +103,839 | 14.16% | Q4 2025 | Feb 18, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 760,646 | 105,295 | 0.02% | 0.02% | 8 | +87,679 | 13.03% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 692,873 | 95,935 | 0.01% | 0.01% | 9 | +50,132 | 7.8% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 593,664 | 82,248 | 0.12% | 0.1% | 10 | +48,534 | 8.9% | Q4 2025 | Feb 17, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 481,684 | 66,693 | 3.74% | 3.92% | 11 | +11,621 | 2.47% | Q4 2025 | Feb 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 418,193 | 57,902 | 0.04% | 0.03% | 12 | +60,493 | 16.91% | Q4 2025 | Feb 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 399,276 | 55,283 | 1.06% | 0.57% | 13 | +188,111 | 89.08% | Q4 2025 | Feb 12, 2026 |
| Davidson Capital Management Inc. | History | Reduced | 389,081 | 53,872 | 11.66% | 11.75% | 14 | -9 | -0.0% | Q4 2025 | Jan 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 383,350 | 53,078 | 0.13% | 0.12% | 15 | +43,799 | 12.9% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 373,458 | 51,708 | 0.02% | 0.01% | 16 | +873 | 0.23% | Q4 2025 | Feb 10, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 361,591 | 50,068 | 0.05% | 0.04% | 17 | +33,006 | 10.04% | Q4 2025 | Feb 13, 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | History | Added to | 322,401 | 44,639 | 6.35% | 6.33% | 18 | +2,773 | 0.87% | Q4 2025 | Jan 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 320,197 | 44,334 | 0.06% | 0.06% | 19 | -31,156 | -8.87% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Added to | 285,392 | 39,515 | 0.01% | 0.01% | 20 | +25,752 | 9.92% | Q4 2025 | Jan 29, 2026 |
| CWM, LLC | History | Reduced | 272,771 | 37,768 | 0.1% | 0.11% | 21 | -3,375 | -1.22% | Q4 2025 | Jan 26, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 266,621 | 36,916 | 0.27% | 0.15% | 22 | +120,212 | 82.11% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 255,614 | 35,392 | 0.01% | — | 23 | +255,614 | New | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 251,672 | 34,846 | 0.04% | 0.01% | 24 | +196,188 | 353.59% | Q4 2025 | Feb 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 243,275 | 33,684 | 0.09% | 0.09% | 25 | +13,704 | 5.97% | Q4 2025 | Feb 05, 2026 |
| Advance Capital Management, Inc. | History | New | 197,626 | 27,363 | 1.16% | — | 26 | +197,626 | New | Q4 2025 | Jan 06, 2026 |
| CITIGROUP INC | History | Added to | 162,048 | 22,437 | 0.01% | 0.01% | 27 | +9,506 | 6.23% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 156,167 | 22,333 | 0.03% | 0.03% | 28 | +2,168 | 1.41% | Q4 2025 | Jan 08, 2026 |
| Private Advisor Group, LLC | History | Reduced | 159,763 | 22,120 | 0.1% | 0.12% | 29 | -19,191 | -10.72% | Q4 2025 | Feb 17, 2026 |
| Oxford Wealth Group, LLC | History | New | 153,121 | 21,201 | 10.31% | — | 30 | +153,121 | New | Q4 2025 | Feb 10, 2026 |
| Equitable Holdings, Inc. | History | Added to | 148,320 | 20,536 | 0.14% | 0.14% | 31 | +8,198 | 5.85% | Q4 2025 | Feb 17, 2026 |
| Oasis Advisors, LLC | History | New | 146,695 | 20,311 | 10.76% | — | 32 | +146,695 | New | Q4 2025 | Apr 07, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 130,882 | 18,121 | 2.7% | 3.22% | 33 | +23,805 | 22.23% | Q4 2025 | Feb 03, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 119,563 | 16,554 | 0.58% | 0.58% | 34 | -1,460 | -1.21% | Q4 2025 | Jan 12, 2026 |
| Modern Wealth Management, LLC | History | New | 114,994 | 15,922 | 0.29% | — | 35 | +114,994 | New | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 110,000 | 15,230 | 0.01% | 0.01% | 36 | +40,000 | 57.14% | Q4 2025 | Feb 10, 2026 |
| Family Investment Center, Inc. | History | Added to | 102,962 | 14,256 | 2.88% | 2.88% | 37 | +389 | 0.38% | Q4 2025 | Jan 23, 2026 |
| Financial Partners Group, Inc | History | Reduced | 100,856 | 14,148 | 1.64% | 1.87% | 38 | -10,047 | -9.06% | Q4 2025 | Feb 03, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 95,412 | 13,210 | 0.86% | 0.85% | 39 | +3,651 | 3.98% | Q4 2025 | Jan 23, 2026 |
| MANCHESTER FINANCIAL INC | History | Added to | 95,394 | 13,208 | 2.47% | 2.51% | 40 | +2,543 | 2.74% | Q4 2025 | Feb 12, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 91,059 | 12,607 | 1.45% | 1.43% | 41 | +1,362 | 1.52% | Q4 2025 | Jan 02, 2026 |
| Peak Planning Group, LLC | History | New | 89,663 | 12,414 | 3.48% | — | 42 | +89,663 | New | Q4 2025 | Feb 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 77,778 | 10,732 | 0.26% | 0.2% | 43 | +215 | 0.28% | Q4 2025 | Feb 11, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 77,237 | 10,694 | 0.08% | 0.08% | 44 | +283 | 0.37% | Q4 2025 | Feb 12, 2026 |
| Secure Asset Management, LLC | History | Added to | 72,642 | 10,058 | 1.57% | 1.45% | 45 | +7,753 | 11.95% | Q4 2025 | Jan 20, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 69,627 | 9,640 | 0.15% | 0.14% | 46 | +6,279 | 9.91% | Q4 2025 | Feb 12, 2026 |
| Sound Income Strategies, LLC | History | Added to | 66,916 | 9,579 | 0.45% | 0.3% | 47 | +27,024 | 67.74% | Q4 2025 | Jan 21, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Added to | 68,207 | 9,443 | 2.75% | 2.73% | 48 | +6,984 | 11.41% | Q4 2025 | Feb 11, 2026 |
| Cerity Partners LLC | History | Added to | 64,079 | 8,872 | 0.01% | 0.01% | 49 | +2,860 | 4.67% | Q4 2025 | Feb 11, 2026 |
| FreeGulliver LLC | History | Reduced | 62,201 | 8,612 | 3.17% | 4.09% | 50 | -5,595 | -8.25% | Q4 2025 | Feb 12, 2026 |
| Kovack Advisors, Inc. | History | Added to | 62,045 | 8,590 | 0.4% | 0.74% | 51 | +3,589 | 6.14% | Q4 2025 | Feb 17, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 61,102 | 8,460 | 0.15% | 0.02% | 52 | +53,708 | 726.37% | Q4 2025 | Feb 19, 2026 |
| LMG Wealth Partners, LLC | History | Reduced | 58,972 | 8,165 | 1.52% | 1.53% | 53 | -1,982 | -3.25% | Q4 2025 | Feb 02, 2026 |
| ProVise Management Group, LLC | History | Added to | 58,870 | 8,151 | 0.58% | 0.56% | 54 | +2,683 | 4.78% | Q4 2025 | Jan 29, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | New | 58,119 | 8,047 | 2.92% | — | 55 | +58,119 | New | Q4 2025 | Jan 13, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 56,782 | 7,862 | 1.38% | 1.43% | 56 | +2,019 | 3.69% | Q4 2025 | Jan 29, 2026 |
| Uniting Wealth Partners, LLC | History | Added to | 55,477 | 7,681 | 2.35% | 1.66% | 57 | +3,360 | 6.45% | Q4 2025 | Feb 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 55,084 | 7,626 | 0.25% | 0.25% | 58 | +1,245 | 2.31% | Q4 2025 | Feb 13, 2026 |
| Ethos Financial Group, LLC | History | New | 54,631 | 7,564 | 0.56% | — | 59 | +54,631 | New | Q4 2025 | Jan 20, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 51,597 | 7,144 | 0.42% | 0.42% | 60 | +1,748 | 3.51% | Q4 2025 | Feb 10, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 49,201 | 6,812 | 0.32% | 0.33% | 61 | -611 | -1.23% | Q4 2025 | Feb 13, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 48,882 | 6,768 | 0.44% | 0.4% | 62 | +4,786 | 10.85% | Q4 2025 | Feb 03, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 46,961 | 6,502 | 0.69% | 0.67% | 63 | -943 | -1.97% | Q4 2025 | Jan 27, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 46,314 | 6,412 | 0.02% | 0.02% | 64 | +45 | 0.1% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 46,287 | 6,409 | 0.01% | — | 65 | +46,287 | New | Q4 2025 | Feb 05, 2026 |
| NewEdge Advisors, LLC | History | Added to | 45,027 | 6,234 | 0.02% | 0.03% | 66 | +1,094 | 2.49% | Q4 2025 | Feb 18, 2026 |
| Quattro Advisors LLC | History | New | 44,707 | 6,190 | 4.95% | — | 67 | +44,707 | New | Q4 2025 | Feb 13, 2026 |
| Guardian Asset Advisors, LLC | History | Added to | 43,619 | 6,039 | 3.14% | 3.1% | 68 | +1,061 | 2.49% | Q4 2025 | Jan 29, 2026 |
| Fiduciary Planning LLC | History | Added to | 42,602 | 5,898 | 1.79% | 1.74% | 69 | +560 | 1.33% | Q4 2025 | Jan 22, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 41,429 | 5,736 | 0.46% | 0.46% | 70 | +2,147 | 5.47% | Q4 2025 | Feb 12, 2026 |
| NWAM LLC | History | Added to | 40,159 | 5,678 | 0.32% | 0.27% | 71 | +2,926 | 7.86% | Q4 2025 | Feb 04, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 40,314 | 5,582 | 0.01% | 0.01% | 72 | -2,486 | -5.81% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 39,424 | 5,458 | 0.02% | 0.02% | 73 | +938 | 2.44% | Q4 2025 | Feb 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 39,298 | 5,441 | 0.07% | 0.07% | 74 | +268 | 0.69% | Q4 2025 | Jan 21, 2026 |
| Principle Wealth Partners LLC | History | Added to | 38,776 | 5,368 | 0.3% | 0.11% | 75 | +24,507 | 171.75% | Q4 2025 | Feb 06, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 37,901 | 5,247 | 0.11% | 0.09% | 76 | +6,006 | 18.83% | Q4 2025 | Feb 06, 2026 |
| Arkadios Wealth Advisors | History | Added to | 36,151 | 5,005 | 0.1% | 0.03% | 77 | +26,924 | 291.8% | Q4 2025 | Feb 13, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 36,495 | 4,963 | 0.52% | 0.55% | 78 | -433 | -1.17% | Q4 2025 | Feb 12, 2026 |
| Symphony Financial Services, Inc. | History | Reduced | 35,644 | 4,935 | 2.53% | 2.6% | 79 | -39 | -0.11% | Q4 2025 | Feb 12, 2026 |
| Kellett Wealth Advisors, LLC | History | Added to | 35,498 | 4,915 | 2.81% | 2.83% | 80 | +862 | 2.49% | Q4 2025 | Jan 23, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 35,192 | 4,872 | 0.24% | 0.22% | 81 | +1,382 | 4.09% | Q4 2025 | Jan 20, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 34,344 | 4,755 | 0.22% | 0.19% | 82 | +1,337 | 4.05% | Q4 2025 | Jan 21, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 34,289 | 4,749 | 0.05% | 0.05% | 83 | +352 | 1.04% | Q4 2025 | Feb 02, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 34,147 | 4,728 | 0.05% | 0.03% | 84 | +18,669 | 120.62% | Q4 2025 | Jan 23, 2026 |
| SMITH, MOORE & CO. | History | Added to | 31,429 | 4,351 | 0.33% | 0.32% | 85 | +994 | 3.27% | Q4 2025 | Jan 23, 2026 |
| Prospera Financial Services Inc | History | Reduced | 31,409 | 4,351 | 0.07% | 0.07% | 86 | -667 | -2.08% | Q4 2025 | Feb 09, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 30,033 | 4,158 | 0.45% | 0.44% | 87 | +817 | 2.8% | Q4 2025 | Jan 23, 2026 |
| Elevation Capital Advisory, LLC | History | Added to | 29,671 | 4,108 | 1.68% | 0.61% | 88 | +18,378 | 162.74% | Q4 2025 | Jan 26, 2026 |
| RFG Advisory, LLC | History | Added to | 29,579 | 4,095 | 0.08% | 0.08% | 89 | +2,380 | 8.75% | Q4 2025 | Feb 03, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 28,498 | 3,945 | 0.06% | 0.06% | 90 | -1,612 | -5.35% | Q4 2025 | Feb 09, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 27,890 | 3,861 | 0.24% | 0.23% | 91 | +2,365 | 9.27% | Q4 2025 | Feb 06, 2026 |
| VICUS CAPITAL | History | Reduced | 27,769 | 3,844 | 0.29% | 0.34% | 92 | -5,136 | -15.61% | Q4 2025 | Jan 22, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 26,942 | 3,730 | 0.23% | 0.2% | 93 | +3,310 | 14.01% | Q4 2025 | Feb 13, 2026 |
| TruWealth Advisors, LLC | History | Added to | 26,899 | 3,724 | 0.18% | 0.18% | 94 | +878 | 3.37% | Q4 2025 | Jan 07, 2026 |
| Transcendent Capital Group LLC | History | New | 26,818 | 3,713 | 1.68% | — | 95 | +26,818 | New | Q4 2025 | Jan 26, 2026 |
| ATX Financial Planning, LLC | History | New | 26,544 | 3,675 | 2.83% | — | 96 | +26,544 | New | Q4 2025 | Feb 19, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 26,396 | 3,654 | 0.13% | 0.13% | 97 | +5,298 | 25.11% | Q4 2025 | Feb 09, 2026 |
| Capital Developers, LLC | History | New | 26,366 | 3,650 | 3.27% | — | 98 | +26,366 | New | Q4 2025 | Jan 30, 2026 |
| VestGen Advisors, LLC | History | Reduced | 26,345 | 3,647 | 0.16% | 0.23% | 99 | -25,069 | -48.76% | Q4 2025 | Feb 17, 2026 |
| LOWERY THOMAS, LLC | History | Added to | 25,689 | 3,556 | 2.01% | 1.99% | 100 | +215 | 0.84% | Q4 2025 | Jan 26, 2026 |
| Merit Financial Group, LLC | History | Reduced | 25,139 | 3,480 | 0.03% | 0.04% | 101 | -4,291 | -14.58% | Q4 2025 | Jan 26, 2026 |
| Paller Financial Services Inc | History | New | 24,998 | 3,461 | 2.77% | — | 102 | +24,998 | New | Q4 2025 | Jan 15, 2026 |
| Accel Wealth Management | History | Added to | 24,781 | 3,431 | 0.94% | 0.88% | 103 | +2,482 | 11.13% | Q4 2025 | Jan 20, 2026 |
| AE Wealth Management LLC | History | Added to | 24,379 | 3,375 | 0.02% | 0.02% | 104 | +1,758 | 7.77% | Q4 2025 | Jan 26, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 24,257 | 3,358 | 0.07% | 0.07% | 105 | +879 | 3.76% | Q4 2025 | Jan 14, 2026 |
| Nikulski Financial, Inc. | History | Added to | 23,687 | 3,279 | 0.78% | 0.18% | 106 | +18,491 | 355.87% | Q4 2025 | Jan 15, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 22,819 | 3,226 | 0.08% | 0.05% | 107 | +9,056 | 65.8% | Q4 2025 | Jan 28, 2026 |
| Breakwater Capital Group | History | Added to | 22,869 | 3,166 | 0.44% | 0.19% | 108 | +13,135 | 134.94% | Q4 2025 | Jan 09, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 22,030 | 3,050 | 0.03% | 0.03% | 109 | +722 | 3.39% | Q4 2025 | Jan 20, 2026 |
| Lynch Investment Planning, LLC | History | New | 22,003 | 3,046 | 2.92% | — | 110 | +22,003 | New | Q4 2025 | Feb 24, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Reduced | 21,759 | 3,012 | 1.11% | 1.28% | 111 | -1,227 | -5.34% | Q4 2025 | Feb 11, 2026 |
| Sigma Planning Corp | History | Added to | 21,503 | 2,977 | 0.08% | 0.08% | 112 | +1,292 | 6.39% | Q4 2025 | Jan 30, 2026 |
| Elm3 Financial Group, LLC | History | Reduced | 21,418 | 2,965 | 2.46% | 2.69% | 113 | -2,873 | -11.83% | Q4 2025 | Jan 22, 2026 |
| Anson Capital, Inc. | History | Reduced | 21,151 | 2,928 | 2.13% | 2.23% | 114 | -891 | -4.04% | Q4 2025 | Feb 04, 2026 |
| Belpointe Asset Management LLC | History | Added to | 20,891 | 2,892 | 0.1% | 0.08% | 115 | +6,098 | 41.22% | Q4 2025 | Jan 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 20,858 | 2,888 | 0.02% | 0.02% | 116 | +2,107 | 11.24% | Q4 2025 | Jan 05, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 20,766 | 2,875 | 0.03% | 0.03% | 117 | -2,220 | -9.66% | Q4 2025 | Feb 13, 2026 |
| PSI Advisors, LLC | History | Reduced | 20,642 | 2,858 | 0.72% | 0.73% | 118 | -359 | -1.71% | Q4 2025 | Feb 09, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | New | 20,316 | 2,812 | 2.0% | — | 119 | +20,316 | New | Q4 2025 | Feb 13, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 20,008 | 2,770 | 0.78% | 0.9% | 120 | -2,740 | -12.05% | Q4 2025 | Feb 05, 2026 |
| Greenline Wealth Management LLC | History | New | 19,845 | 2,747 | 2.84% | — | 121 | +19,845 | New | Q4 2025 | Feb 13, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 19,716 | 2,729 | 0.33% | 0.35% | 122 | -121 | -0.61% | Q4 2025 | Jan 22, 2026 |
| MATTERS CAPITAL LLC | History | New | 19,497 | 2,699 | 2.21% | — | 123 | +19,497 | New | Q4 2025 | Feb 17, 2026 |
| Southland Equity Partners LLC | History | Added to | 19,339 | 2,677 | 0.53% | 0.52% | 124 | +458 | 2.43% | Q4 2025 | Jan 14, 2026 |
| New Millennium Group LLC | History | Reduced | 18,648 | 2,581 | 1.12% | 1.19% | 125 | -674 | -3.49% | Q4 2025 | Feb 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 18,428 | 2,551 | 0.02% | 0.02% | 126 | -2,936 | -13.74% | Q4 2025 | Feb 09, 2026 |
| Sovran Advisors, LLC | History | Added to | 17,678 | 2,547 | 0.22% | 0.14% | 127 | +6,288 | 55.21% | Q4 2025 | Jan 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 18,158 | 2,514 | 0.05% | 0.06% | 128 | -387 | -2.09% | Q4 2025 | Feb 09, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 17,722 | 2,453 | 0.15% | 0.16% | 129 | -334 | -1.85% | Q4 2025 | Jan 28, 2026 |
| Jupiter Wealth Management LLC | History | No change | 16,800 | 2,435 | 1.08% | 1.07% | 130 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BNB Wealth Management, LLC | History | New | 17,438 | 2,414 | 1.56% | — | 131 | +17,438 | New | Q4 2025 | Feb 17, 2026 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | History | New | 17,333 | 2,399 | 1.45% | — | 132 | +17,333 | New | Q4 2025 | Feb 11, 2026 |
| Savvy Advisors, Inc. | History | Added to | 16,786 | 2,324 | 0.08% | 0.1% | 133 | +1,040 | 6.6% | Q4 2025 | Jan 20, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 16,719 | 2,314 | 0.06% | 0.01% | 134 | +14,373 | 612.66% | Q4 2025 | Jan 28, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | New | 16,602 | 2,298 | 1.03% | — | 135 | +16,602 | New | Q4 2025 | Feb 06, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 16,528 | 2,288 | 0.23% | 0.18% | 136 | +3,234 | 24.33% | Q4 2025 | Jan 20, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 16,417 | 2,273 | 0.08% | 0.09% | 137 | -231 | -1.39% | Q4 2025 | Feb 04, 2026 |
| Vantage Financial Partners, LLC | History | Reduced | 16,136 | 2,234 | 0.45% | 0.47% | 138 | -413 | -2.5% | Q4 2025 | Feb 03, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 15,992 | 2,214 | 0.0% | 0.0% | 139 | +1,534 | 10.61% | Q4 2025 | Feb 17, 2026 |
| Visionary Wealth Advisors | History | Reduced | 15,853 | 2,195 | 0.1% | 0.1% | 140 | -218 | -1.36% | Q4 2025 | Feb 13, 2026 |
| Certified Advisory Corp | History | Reduced | 15,744 | 2,179 | 0.2% | 0.2% | 141 | -148 | -0.93% | Q4 2025 | Jan 12, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 15,600 | 2,160 | 0.05% | 0.06% | 142 | -1,495 | -8.75% | Q4 2025 | Feb 17, 2026 |
| Monetary Solutions, Ltd | History | New | 14,934 | 2,067 | 2.04% | — | 143 | +14,934 | New | Q4 2025 | Feb 23, 2026 |
| Verde Capital Management | History | Reduced | 14,795 | 2,048 | 0.44% | 0.45% | 144 | -293 | -1.94% | Q4 2025 | Feb 06, 2026 |
| FMR LLC | History | Added to | 14,739 | 2,040 | 0.0% | 0.0% | 145 | +2,112 | 16.73% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 14,192 | 1,965 | 0.06% | 0.1% | 146 | -9,914 | -41.13% | Q4 2025 | Feb 11, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 13,433 | 1,859 | 0.11% | 0.11% | 147 | +1,141 | 9.28% | Q4 2025 | Feb 10, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 13,318 | 1,844 | 0.0% | 0.01% | 148 | -38,115 | -74.11% | Q4 2025 | Feb 17, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | New | 13,148 | 1,820 | 0.09% | — | 149 | +13,148 | New | Q4 2025 | Feb 10, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 12,680 | 1,755 | 0.07% | 0.05% | 150 | +7,497 | 144.65% | Q4 2025 | Feb 04, 2026 |
| Sonoma Allocations LLC | History | Added to | 12,398 | 1,754 | 0.58% | 0.59% | 151 | +416 | 3.47% | Q4 2025 | Feb 23, 2026 |
| Vista Cima Wealth Management LLC | History | Reduced | 12,554 | 1,738 | 1.45% | 1.42% | 152 | -60 | -0.48% | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 12,538 | 1,736 | 0.01% | 0.01% | 153 | +505 | 4.2% | Q4 2025 | Feb 12, 2026 |
| JBR Co Financial Management Inc | History | Reduced | 12,523 | 1,733 | 0.73% | 0.91% | 154 | -3,381 | -21.26% | Q4 2025 | Jan 06, 2026 |
| Fortitude Family Office, LLC | History | No change | 12,300 | 1,703 | 0.4% | 0.45% | 155 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| IFG Advisory, LLC | History | Added to | 12,263 | 1,697 | 0.07% | 0.06% | 156 | +2,746 | 28.85% | Q4 2025 | Feb 10, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 12,170 | 1,685 | 0.19% | 0.2% | 157 | -689 | -5.36% | Q4 2025 | Jan 14, 2026 |
| Comprehensive Wealth Management, LLC | History | Added to | 12,045 | 1,667 | 0.98% | 1.04% | 158 | +1,190 | 10.96% | Q4 2025 | Feb 11, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 12,046 | 1,667 | 0.09% | 0.1% | 159 | -596 | -4.71% | Q4 2025 | Jan 12, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 11,998 | 1,661 | 0.14% | 0.12% | 160 | +1,424 | 13.47% | Q4 2025 | Jan 23, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Added to | 11,846 | 1,640 | 0.69% | 0.34% | 162 | +5,841 | 97.27% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 11,845 | 1,640 | 0.02% | 0.02% | 161 | +86 | 0.73% | Q4 2025 | Feb 02, 2026 |
| Independent Wealth Network Inc. | History | Added to | 11,537 | 1,597 | 0.49% | 0.43% | 163 | +1,720 | 17.52% | Q4 2025 | Jan 26, 2026 |
| Western Wealth Management, LLC | History | Added to | 11,518 | 1,594 | 0.07% | 0.08% | 164 | +402 | 3.62% | Q4 2025 | Feb 05, 2026 |
| Journey Advisory Group, LLC | History | Added to | 11,336 | 1,569 | 0.13% | 0.1% | 165 | +1,320 | 13.18% | Q4 2025 | Jan 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 11,027 | 1,526 | 0.0% | 0.0% | 166 | -3,056 | -21.7% | Q4 2025 | Feb 17, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 10,940 | 1,514 | 0.05% | 0.05% | 167 | -1,023 | -8.55% | Q4 2025 | Jan 09, 2026 |
| Mariner, LLC | History | Added to | 10,903 | 1,509 | 0.0% | 0.0% | 168 | +363 | 3.44% | Q4 2025 | Feb 13, 2026 |
| MFA Wealth Services | History | Reduced | 10,893 | 1,508 | 1.02% | 1.03% | 169 | -101 | -0.92% | Q4 2025 | Jan 15, 2026 |
| Cornerstone Management, Inc. | History | Reduced | 10,790 | 1,493 | 0.24% | 0.27% | 170 | -1,304 | -10.78% | Q4 2025 | Feb 06, 2026 |
| OxenFree Capital LLC | History | Added to | 10,746 | 1,487 | 0.78% | 0.68% | 171 | +1,763 | 19.63% | Q4 2025 | Jan 15, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 10,723 | 1,484 | 0.03% | 0.03% | 172 | -433 | -3.88% | Q4 2025 | Feb 03, 2026 |
| BROWN ADVISORY INC | History | No change | 10,609 | 1,468 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ancora Advisors LLC | History | Added to | 10,552 | 1,461 | 0.03% | 0.02% | 174 | +2,034 | 23.88% | Q4 2025 | Feb 17, 2026 |
| Valued Retirements, Inc. | History | Added to | 10,167 | 1,407 | 1.38% | 1.41% | 175 | +429 | 4.41% | Q4 2025 | Feb 09, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 9,714 | 1,345 | 0.89% | 0.89% | 176 | +139 | 1.45% | Q4 2025 | Feb 11, 2026 |
| GPM Growth Investors, Inc. | History | Reduced | 9,587 | 1,327 | 0.52% | 0.61% | 177 | -2,060 | -17.69% | Q4 2025 | Jan 30, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Reduced | 9,543 | 1,321 | 0.72% | 1.26% | 178 | -7,056 | -42.51% | Q4 2025 | Jan 28, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 9,333 | 1,292 | 0.19% | 0.07% | 179 | +6,128 | 191.2% | Q4 2025 | Jan 27, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 9,070 | 1,290 | 0.13% | 0.12% | 180 | +644 | 7.64% | Q4 2025 | Jan 12, 2026 |
| PFG Advisors | History | Added to | 9,140 | 1,265 | 0.06% | 0.05% | 181 | +888 | 10.76% | Q4 2025 | Jan 27, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 9,016 | 1,248 | 0.35% | 0.27% | 182 | +128 | 1.44% | Q4 2025 | Jan 12, 2026 |
| Atria Investments, Inc | History | Added to | 8,805 | 1,219 | 0.01% | 0.01% | 183 | +125 | 1.44% | Q4 2025 | Feb 05, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 8,670 | 1,200 | 0.02% | 0.03% | 184 | -926 | -9.65% | Q4 2025 | Feb 06, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Added to | 8,484 | 1,174 | 0.4% | 0.4% | 185 | +537 | 6.76% | Q4 2025 | Feb 10, 2026 |
| Tactive Advisors, LLC | History | Added to | 8,474 | 1,173 | 0.34% | 0.32% | 186 | +98 | 1.17% | Q4 2025 | Jan 09, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 8,125 | 1,124 | 0.19% | 0.19% | 187 | -1 | -0.01% | Q4 2025 | Feb 06, 2026 |
| JANE STREET GROUP, LLC | History | New | 7,967 | 1,103 | 0.0% | — | 188 | +7,967 | New | Q4 2025 | Feb 12, 2026 |
| Jackson Wealth Management, LLC | History | Added to | 7,908 | 1,095 | 0.11% | 0.09% | 189 | +1,538 | 24.14% | Q4 2025 | Jan 20, 2026 |
| American Trust | History | Reduced | 7,867 | 1,089 | 0.09% | 0.1% | 190 | -513 | -6.12% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 7,636 | 1,057 | 0.0% | 0.0% | 191 | +1,089 | 16.63% | Q4 2025 | Feb 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 7,573 | 1,048 | 0.05% | 0.07% | 192 | -599 | -7.33% | Q4 2025 | Jan 28, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 7,436 | 1,029 | 0.0% | 0.0% | 193 | +2,152 | 40.73% | Q4 2025 | Feb 06, 2026 |
| Cannon Wealth Management Services, LLC | History | Added to | 7,257 | 1,004 | 0.71% | 0.2% | 194 | +5,322 | 275.04% | Q4 2025 | Jan 27, 2026 |
| Colonial River Investments, LLC | History | Reduced | 7,219 | 999 | 0.36% | 0.37% | 195 | -175 | -2.37% | Q4 2025 | Feb 04, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 7,128 | 986 | 0.73% | 0.65% | 196 | +949 | 15.36% | Q4 2025 | Feb 11, 2026 |
| Centerpoint Advisory Group | History | Added to | 7,001 | 969 | 0.75% | 0.73% | 197 | +40 | 0.57% | Q4 2025 | Feb 03, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 6,990 | 967 | 0.0% | 0.0% | 198 | +375 | 5.67% | Q4 2025 | Feb 10, 2026 |
| Armbruster Capital Management, Inc. | History | No change | 6,959 | 963 | 0.16% | 0.16% | 199 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Reduced | 6,793 | 940 | 0.07% | 0.11% | 200 | -1,201 | -15.02% | Q4 2025 | Jan 27, 2026 |
| Patten Group, Inc. | History | Added to | 6,773 | 937 | 0.17% | 0.17% | 201 | +458 | 7.25% | Q4 2025 | Jan 23, 2026 |
| Financial Freedom, LLC | History | Added to | 6,743 | 933 | 0.46% | 0.43% | 202 | +386 | 6.07% | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | Added to | 6,622 | 916 | 0.01% | 0.02% | 203 | +113 | 1.74% | Q4 2025 | Mar 12, 2026 |
| Lotus Technology Management, LP | History | New | 6,569 | 909 | 0.5% | — | 204 | +6,569 | New | Q4 2025 | Feb 17, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 6,438 | 891 | 0.13% | 0.21% | 205 | -3,595 | -35.83% | Q4 2025 | Jan 08, 2026 |
| Argent Trust Co | History | New | 6,417 | 888 | 0.03% | — | 206 | +6,417 | New | Q4 2025 | Feb 10, 2026 |
| Wall Street Financial Group, Inc. | History | Added to | 6,279 | 869 | 0.63% | 0.58% | 207 | +412 | 7.02% | Q4 2025 | Jan 16, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | Added to | 6,263 | 867 | 0.28% | 0.3% | 209 | +10 | 0.16% | Q4 2025 | Jan 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 6,269 | 867 | 0.01% | 0.01% | 208 | +2 | 0.03% | Q4 2025 | Feb 18, 2026 |
| Fortune Financial Group, Inc. | History | New | 5,652 | 845 | 0.83% | — | 210 | +5,652 | New | Q4 2025 | Feb 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 6,100 | 844 | 0.0% | — | 211 | +6,100 | New | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 6,029 | 834 | 0.0% | 0.0% | 212 | -138 | -2.24% | Q4 2025 | Mar 16, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Added to | 6,012 | 832 | 0.26% | 0.27% | 213 | +7 | 0.12% | Q4 2025 | Feb 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 5,883 | 814 | 0.11% | — | 215 | +5,883 | New | Q4 2025 | Feb 09, 2026 |
| TFB Advisors LLC | History | Reduced | 5,881 | 814 | 0.23% | 0.24% | 214 | -271 | -4.41% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Reduced | 5,598 | 775 | 0.0% | 0.0% | 216 | -696 | -11.06% | Q4 2025 | Jan 29, 2026 |
| TAGStone Capital, Inc. | History | Added to | 5,583 | 773 | 0.29% | 0.26% | 217 | +692 | 14.15% | Q4 2025 | Feb 10, 2026 |
| Spire Wealth Management | History | Added to | 5,495 | 760 | 0.03% | 0.02% | 218 | +162 | 3.04% | Q4 2025 | Jan 14, 2026 |
| Grandview Asset Management LLC | History | Reduced | 5,437 | 752 | 0.21% | 0.24% | 219 | -880 | -13.93% | Q4 2025 | Jan 26, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 5,343 | 746 | 0.05% | 0.03% | 220 | +2,359 | 79.05% | Q4 2025 | Jan 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 5,348 | 740 | 0.01% | 0.01% | 221 | -6 | -0.11% | Q4 2025 | Feb 10, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | Reduced | 5,214 | 721 | 0.42% | 0.48% | 222 | -721 | -12.15% | Q4 2025 | Jan 28, 2026 |
| US BANCORP \DE\ | History | Added to | 5,205 | 720 | 0.0% | 0.0% | 223 | +2,891 | 124.94% | Q4 2025 | Jan 30, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 5,193 | 719 | 0.02% | 0.01% | 224 | +1,478 | 39.78% | Q4 2025 | Feb 05, 2026 |
| Faithward Advisors, LLC | History | Reduced | 5,137 | 711 | 0.1% | 0.12% | 225 | -700 | -11.99% | Q4 2025 | Feb 17, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | New | 5,083 | 703 | 0.34% | — | 226 | +5,083 | New | Q4 2025 | Feb 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 4,903 | 678 | 0.0% | 0.0% | 227 | +2,027 | 70.48% | Q4 2025 | Feb 02, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 4,465 | 618 | 0.0% | 0.0% | 228 | -383 | -7.9% | Q4 2025 | Feb 13, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | No change | 4,402 | 609 | 0.18% | 0.19% | 229 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 4,306 | 596 | 0.02% | 0.03% | 230 | -1,052 | -19.63% | Q4 2025 | Feb 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 4,182 | 579 | 0.0% | — | 231 | +4,182 | New | Q4 2025 | Feb 17, 2026 |
| Brookstone Capital Management | History | Added to | 4,097 | 567 | 0.01% | 0.01% | 232 | +270 | 7.06% | Q4 2025 | Jan 15, 2026 |
| Advisory Services Network, LLC | History | Reduced | 3,983 | 551 | 0.01% | 0.01% | 233 | -21 | -0.52% | Q4 2025 | Feb 17, 2026 |
| MY Wealth Management Inc. | History | Added to | 3,960 | 548 | 0.48% | 0.44% | 234 | +222 | 5.94% | Q4 2025 | Feb 10, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 3,920 | 542 | 0.04% | 0.04% | 235 | -26 | -0.66% | Q4 2025 | Feb 20, 2026 |
| Wealthspire Advisors, LLC | History | No change | 3,920 | 542 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Pine Harbor Wealth Management, LLC | History | No change | 3,854 | 533 | 0.16% | 0.17% | 237 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Milestones Private Investment Advisors LLC | History | Reduced | 3,790 | 524 | 0.36% | 0.36% | 238 | -154 | -3.9% | Q4 2025 | Jan 26, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 3,775 | 522 | 0.28% | 0.27% | 239 | +275 | 7.86% | Q4 2025 | Jan 23, 2026 |
| Parcion Private Wealth LLC | History | Reduced | 3,743 | 518 | 0.03% | 0.03% | 240 | -9 | -0.24% | Q4 2025 | Jan 26, 2026 |
| Swisher Financial Concepts, Inc. | History | Added to | 3,685 | 510 | 0.29% | 0.29% | 241 | +125 | 3.51% | Q4 2025 | Feb 10, 2026 |
| E&G Advisors, LP | History | No change | 3,670 | 508 | 0.11% | 0.12% | 242 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Investors Research Corp | History | Added to | 3,649 | 505 | 0.09% | 0.08% | 243 | +349 | 10.58% | Q4 2025 | Jan 06, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 3,603 | 498 | 0.01% | 0.01% | 244 | +453 | 14.38% | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 3,572 | 494 | 0.03% | 0.03% | 245 | +296 | 9.04% | Q4 2025 | Feb 03, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | No change | 3,513 | 493 | 0.29% | 0.27% | 246 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 3,512 | 486 | 0.01% | 0.01% | 247 | +266 | 8.19% | Q4 2025 | Feb 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 3,498 | 484 | 0.0% | 0.0% | 249 | -291 | -7.68% | Q4 2025 | Feb 18, 2026 |
| &PARTNERS | History | Added to | 3,501 | 484 | 0.0% | 0.0% | 248 | +70 | 2.04% | Q4 2025 | Feb 17, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 3,497 | 484 | 0.31% | 0.31% | 250 | -10 | -0.29% | Q4 2025 | Feb 17, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 3,464 | 479 | 0.02% | 0.01% | 251 | +946 | 37.57% | Q4 2025 | Feb 09, 2026 |
| Creative Planning | History | Reduced | 3,354 | 464 | 0.0% | 0.0% | 252 | -643 | -16.09% | Q4 2025 | Feb 17, 2026 |
| Sculati Wealth Management, LLC | History | Reduced | 3,295 | 456 | 0.16% | 0.22% | 253 | -1,360 | -29.22% | Q4 2025 | Feb 05, 2026 |
| Stonebridge Financial Group, LLC / MO | History | New | 3,289 | 455 | 0.39% | — | 254 | +3,289 | New | Q4 2025 | Feb 04, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 3,146 | 435 | 0.02% | 0.02% | 255 | +119 | 3.93% | Q4 2025 | Feb 05, 2026 |
| Continuum Advisory, LLC | History | Reduced | 3,123 | 432 | 0.04% | 0.05% | 256 | -338 | -9.77% | Q4 2025 | Feb 11, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 3,100 | 429 | 0.09% | 0.11% | 257 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | Added to | 3,073 | 425 | 0.2% | 0.2% | 258 | +5 | 0.16% | Q4 2025 | Jan 21, 2026 |
| Independent Advisor Alliance | History | No change | 3,062 | 423 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 3,000 | 415 | 0.0% | 0.0% | 260 | +1,100 | 57.89% | Q4 2025 | Feb 17, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 2,985 | 413 | 0.09% | 0.09% | 261 | +185 | 6.61% | Q4 2025 | Jan 09, 2026 |
| Mutual Advisors, LLC | History | Reduced | 2,955 | 409 | 0.01% | 0.01% | 262 | -78 | -2.57% | Q4 2025 | Feb 02, 2026 |
| NORTHERN TRUST CORP | History | Added to | 2,930 | 405 | 0.0% | 0.0% | 263 | +243 | 9.04% | Q4 2025 | Feb 17, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Reduced | 2,880 | 398 | 0.19% | 0.22% | 264 | -543 | -15.86% | Q4 2025 | Feb 13, 2026 |
| Csenge Advisory Group | History | Reduced | 2,804 | 388 | 0.02% | 0.02% | 265 | -475 | -14.49% | Q4 2025 | Feb 06, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 2,762 | 382 | 0.05% | 0.05% | 266 | -13 | -0.47% | Q4 2025 | Feb 05, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 2,704 | 374 | 0.09% | 0.08% | 267 | +421 | 18.44% | Q4 2025 | Feb 05, 2026 |
| FLP Wealth Management, LLC | History | Added to | 4,292 | 372 | 0.88% | 1.09% | 268 | +1,437 | 50.33% | Q4 2025 | Jan 20, 2026 |
| Reliant Investment Partners, LLC | History | Added to | 2,680 | 371 | 0.29% | 0.28% | 269 | +57 | 2.17% | Q4 2025 | Feb 06, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | New | 2,631 | 364 | 0.1% | — | 270 | +2,631 | New | Q4 2025 | Feb 12, 2026 |
| NorthRock Partners, LLC | History | Reduced | 2,597 | 359 | 0.01% | 0.01% | 271 | -1 | -0.04% | Q4 2025 | Feb 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 2,591 | 358 | 0.0% | — | 272 | +2,591 | New | Q4 2025 | Feb 18, 2026 |
| TCP Asset Management, LLC | History | No change | 2,491 | 344 | 0.06% | 0.06% | 273 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Veridan Wealth LLC | History | Added to | 2,472 | 342 | 0.11% | 0.11% | 274 | +4 | 0.16% | Q4 2025 | Feb 13, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 2,457 | 340 | 0.03% | 0.03% | 275 | +269 | 12.29% | Q4 2025 | Jan 13, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 2,439 | 337 | 0.02% | 0.02% | 276 | +395 | 19.32% | Q4 2025 | Jan 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 2,391 | 331 | 0.01% | 0.03% | 277 | -5,832 | -70.92% | Q4 2025 | Feb 13, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 2,348 | 325 | 0.05% | 0.05% | 278 | -167 | -6.64% | Q4 2025 | Feb 10, 2026 |
| Goldstone Financial Group, LLC | History | No change | 2,328 | 322 | 0.04% | 0.04% | 279 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,312 | 320 | 0.0% | 0.0% | 280 | -449 | -16.26% | Q4 2025 | Feb 06, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 2,293 | 317 | 0.0% | 0.0% | 281 | -100 | -4.18% | Q4 2025 | Jan 29, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 2,284 | 316 | 0.03% | 0.03% | 282 | -346 | -13.16% | Q4 2025 | Jan 26, 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | History | New | 2,206 | 314 | 0.29% | — | 283 | +2,206 | New | Q4 2025 | Feb 18, 2026 |
| Howard Capital Management Inc. | History | New | 2,254 | 312 | 0.0% | — | 284 | +2,254 | New | Q4 2025 | Jan 23, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 2,256 | 312 | 0.13% | 0.13% | 285 | +44 | 1.99% | Q4 2025 | Jan 15, 2026 |
| Longview Financial Advisors, Inc. | History | No change | 2,252 | 311 | 0.21% | 0.22% | 286 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Main Street Group, LTD | History | Added to | 2,244 | 310 | 0.11% | 0.09% | 287 | +20 | 0.9% | Q4 2025 | Jan 26, 2026 |
| Crescent Sterling, Ltd. | History | Added to | 2,233 | 309 | 0.32% | 0.3% | 288 | +95 | 4.44% | Q4 2025 | Jan 07, 2026 |
| CoreCap Advisors, LLC | History | Added to | 2,221 | 307 | 0.01% | 0.0% | 289 | +2,144 | 2784.42% | Q4 2025 | Jan 13, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 2,212 | 306 | 0.02% | 0.01% | 290 | +454 | 25.82% | Q4 2025 | Jan 23, 2026 |
| FULTON BANK, N.A. | History | New | 2,161 | 299 | 0.01% | — | 291 | +2,161 | New | Q4 2025 | Jan 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,080 | 287 | 0.01% | 0.0% | 292 | +1,205 | 137.71% | Q4 2025 | Feb 17, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | Reduced | 2,062 | 285 | 0.11% | 1.35% | 293 | -25,012 | -92.38% | Q4 2025 | Feb 09, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 2,050 | 283 | 0.0% | 0.0% | 294 | +7 | 0.34% | Q4 2025 | Feb 13, 2026 |
| UNIQUE WEALTH, LLC | History | New | 2,021 | 279 | 0.04% | — | 295 | +2,021 | New | Q4 2025 | Jan 06, 2026 |
| Capital Wealth Alliance, LLC | History | No change | 1,800 | 264 | 0.11% | 0.12% | 296 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Reduced | 1,880 | 260 | 0.02% | 0.03% | 297 | -434 | -18.76% | Q4 2025 | Feb 04, 2026 |
| Advisory Alpha, LLC | History | Reduced | 1,876 | 259 | 0.01% | 0.01% | 298 | -7 | -0.37% | Q4 2025 | Feb 06, 2026 |
| Northstar Financial Companies, Inc. | History | New | 1,843 | 255 | 0.2% | — | 299 | +1,843 | New | Q4 2025 | Feb 09, 2026 |
| M3 Wealth Management, LLC | History | New | 1,843 | 255 | 0.2% | — | 300 | +1,843 | New | Q4 2025 | Feb 09, 2026 |
| OneAscent Financial Services LLC | History | New | 1,836 | 254 | 0.02% | — | 301 | +1,836 | New | Q4 2025 | Feb 11, 2026 |
| GWN SECURITIES INC. | History | Reduced | 1,831 | 253 | 0.05% | 0.07% | 302 | -287 | -13.55% | Q4 2025 | Feb 11, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 1,825 | 252 | 0.02% | 0.02% | 303 | -99 | -5.15% | Q4 2025 | Jan 20, 2026 |
| WBI INVESTMENTS, LLC | History | New | 1,801 | 249 | 0.06% | — | 304 | +1,801 | New | Q4 2025 | Feb 13, 2026 |
| FOCUSED ALPHA, LLC | History | New | 1,795 | 248 | 0.07% | — | 305 | +1,795 | New | Q4 2025 | Feb 13, 2026 |
| Pine Valley Investments Ltd Liability Co | History | New | 1,791 | 247 | 0.01% | — | 307 | +1,791 | New | Q4 2025 | Feb 13, 2026 |
| RVW Wealth, LLC | History | New | 1,789 | 247 | 0.02% | — | 306 | +1,789 | New | Q4 2025 | Jan 12, 2026 |
| Fermata Advisors, LLC | History | Reduced | 1,766 | 244 | 0.06% | 0.06% | 308 | -66 | -3.6% | Q4 2025 | Jan 08, 2026 |
| Wealth Management Nebraska | History | No change | 1,734 | 240 | 0.03% | 0.03% | 309 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| IFP Advisors, Inc | History | Added to | 1,728 | 239 | 0.01% | 0.01% | 310 | +43 | 2.55% | Q4 2025 | Feb 06, 2026 |
| Sowell Financial Services LLC | History | Reduced | 1,671 | 231 | 0.01% | 0.02% | 311 | -2,411 | -59.06% | Q4 2025 | Jan 21, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 1,649 | 230 | 0.02% | 0.02% | 312 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 1,655 | 229 | 0.2% | 0.2% | 314 | +3 | 0.18% | Q4 2025 | Jan 26, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 1,660 | 229 | 0.03% | 0.03% | 313 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 1,651 | 228 | 0.0% | — | 315 | +1,651 | New | Q4 2025 | Jan 29, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 1,652 | 228 | 0.03% | 0.03% | 316 | -28 | -1.67% | Q4 2025 | Feb 13, 2026 |
| MOR Wealth Management, LLC | History | New | 1,636 | 226 | 0.1% | — | 317 | +1,636 | New | Q4 2025 | Jan 15, 2026 |
| StoneX Group Inc. | History | Reduced | 1,624 | 224 | 0.01% | 0.03% | 318 | -3,098 | -65.61% | Q4 2025 | Feb 12, 2026 |
| Summit Financial, LLC | History | Reduced | 1,619 | 224 | 0.0% | 0.0% | 319 | -224 | -12.15% | Q4 2025 | Feb 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 1,598 | 223 | 0.07% | 0.06% | 320 | +410 | 34.51% | Q4 2025 | Feb 10, 2026 |
| Scarborough Advisors, LLC | History | Added to | 1,602 | 221 | 0.04% | 0.04% | 321 | +2 | 0.13% | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | New | 1,558 | 217 | 0.01% | — | 323 | +1,558 | New | Q4 2025 | Feb 13, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Reduced | 1,486 | 217 | 0.08% | 0.09% | 322 | -65 | -4.19% | Q4 2025 | Feb 12, 2026 |
| Unified Investment Management | History | No change | 1,565 | 216 | 0.22% | 0.21% | 324 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,533 | 212 | 0.0% | 0.0% | 325 | -67 | -4.19% | Q4 2025 | Feb 10, 2026 |
| Allworth Financial LP | History | New | 1,523 | 210 | 0.0% | — | 326 | +1,523 | New | Q4 2025 | Feb 05, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,512 | 209 | 0.01% | 0.01% | 327 | -520 | -25.59% | Q4 2025 | Feb 06, 2026 |
| Stark Wealth Management LLC | History | Reduced | 1,513 | 209 | 0.78% | 0.98% | 328 | -70 | -4.42% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 1,500 | 207 | 0.0% | 0.0% | 329 | -493 | -24.74% | Q4 2025 | Feb 02, 2026 |
| Essex Financial Services, Inc. | History | New | 1,494 | 206 | 0.01% | — | 330 | +1,494 | New | Q4 2025 | Feb 10, 2026 |
| OneAscent Wealth Management LLC | History | Reduced | 1,481 | 205 | 0.07% | 0.09% | 331 | -535 | -26.54% | Q4 2025 | Feb 11, 2026 |
| APS Management Group, Inc. | History | New | 1,456 | 201 | 0.17% | — | 332 | +1,456 | New | Q4 2025 | Jan 28, 2026 |
| GLENMEDE TRUST CO NA | History | New | 1,420 | 196 | 0.0% | — | 333 | +1,420 | New | Q4 2025 | Feb 17, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 1,422 | 196 | 0.13% | 0.14% | 334 | -4 | -0.28% | Q4 2025 | Jan 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,400 | 193 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BESSEMER GROUP INC | History | No change | 1,312 | 182 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,313 | 181 | 0.0% | 0.0% | 337 | +438 | 50.06% | Q4 2025 | Feb 12, 2026 |
| Noble Wealth Management PBC | History | No change | 1,299 | 179 | 0.09% | 0.09% | 338 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Capital Analysts, LLC | History | No change | 1,144 | 158 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 1,089 | 150 | 0.06% | 0.06% | 340 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| First Command Advisory Services, Inc. | History | No change | 1,074 | 148 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 931 | 128 | 0.0% | 0.0% | 342 | +1 | 0.11% | Q4 2025 | Feb 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 905 | 125 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 868 | 120 | 0.0% | 0.0% | 344 | +485 | 126.63% | Q4 2025 | Feb 13, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 800 | 110 | 0.1% | — | 345 | +800 | New | Q4 2025 | Feb 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 587 | 81 | 0.0% | 0.0% | 346 | +146 | 33.11% | Q4 2025 | Feb 11, 2026 |
| Westfuller Advisors, LLC | History | Added to | 571 | 79 | 0.03% | 0.04% | 347 | +1 | 0.18% | Q4 2025 | Jan 21, 2026 |
| BOKF, NA | History | No change | 568 | 78 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 483 | 66 | 0.0% | 0.01% | 349 | +1 | 0.21% | Q4 2025 | Feb 13, 2026 |
| Strive Financial Group ,LLC | History | New | 475 | 65 | 0.03% | — | 350 | +475 | New | Q4 2025 | Feb 18, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 465 | 64 | 0.0% | 0.01% | 351 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| ASSETMARK, INC | History | Added to | 429 | 59 | 0.0% | 0.0% | 352 | +8 | 1.9% | Q4 2025 | Jan 23, 2026 |
| GODSEY & GIBB, INC | History | New | 425 | 58 | 0.01% | — | 353 | +425 | New | Q4 2025 | Jan 27, 2026 |
| Key FInancial Inc | History | New | 410 | 56 | 0.01% | — | 354 | +410 | New | Q4 2025 | Feb 09, 2026 |
| City State Bank | History | No change | 350 | 48 | 0.01% | 0.01% | 355 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Arax Advisory Partners | History | No change | 338 | 46 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 316 | 43 | 0.02% | 0.02% | 357 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Dunhill Financial, LLC | History | New | 302 | 41 | 0.01% | — | 358 | +302 | New | Q4 2025 | Jan 29, 2026 |
| Eagle Bay Advisors LLC | History | New | 284 | 39 | 0.03% | — | 359 | +284 | New | Q4 2025 | Jan 23, 2026 |
| Archer Investment Corp | History | No change | 265 | 36 | 0.01% | 0.01% | 360 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| AlphaCore Capital LLC | History | New | 249 | 34 | 0.0% | — | 361 | +249 | New | Q4 2025 | Feb 05, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 245 | 33 | 0.01% | 0.01% | 362 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Park Square Financial Group, LLC | History | New | 260 | 32 | 0.19% | — | 363 | +260 | New | Q4 2025 | Feb 05, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 227 | 31 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Golden State Wealth Management, LLC | History | No change | 216 | 29 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | New | 204 | 28 | 0.0% | — | 366 | +204 | New | Q4 2025 | Feb 12, 2026 |
| Realta Investment Advisors | History | New | 200 | 27 | 0.01% | — | 367 | +200 | New | Q4 2025 | Jan 20, 2026 |
| OPTIMA CAPITAL LLC | History | New | 191 | 26 | 0.01% | — | 368 | +191 | New | Q4 2025 | Jan 23, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 186 | 25 | 0.0% | 0.0% | 370 | -16 | -7.92% | Q4 2025 | Feb 11, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 185 | 25 | 0.01% | 0.01% | 369 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| GoalVest Advisory LLC | History | Reduced | 176 | 24 | 0.0% | 0.01% | 372 | -35 | -16.59% | Q4 2025 | Jan 05, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 178 | 24 | 0.0% | 0.0% | 371 | -1 | -0.56% | Q4 2025 | Feb 12, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 161 | 22 | 0.01% | 0.01% | 373 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Ransom Advisory, Ltd | History | New | 154 | 21 | 0.01% | — | 374 | +154 | New | Q4 2025 | Jan 06, 2026 |
| Wiser Advisor Group LLC | History | New | 151 | 20 | 0.02% | — | 375 | +151 | New | Q4 2025 | Feb 09, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 138 | 19 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 130 | 18 | 0.0% | — | 377 | +130 | New | Q4 2025 | Jan 27, 2026 |
| Founders Financial Alliance, LLC | History | New | 106 | 14 | 0.0% | — | 378 | +106 | New | Q4 2025 | Feb 12, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 101 | 14 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Register Financial Advisors LLC | History | No change | 107 | 14 | 0.01% | 0.01% | 380 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| JNBA Financial Advisors | History | Added to | 101 | 13 | 0.0% | 0.0% | 382 | +12 | 13.48% | Q4 2025 | Jan 26, 2026 |
| AdvisorNet Financial, Inc | History | No change | 100 | 13 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 87 | 12 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 80 | 11 | 0.0% | — | 384 | +80 | New | Q4 2025 | Feb 13, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 83 | 11 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 74 | 10 | 0.01% | — | 386 | +74 | New | Q4 2025 | Feb 18, 2026 |
| Abound Wealth Management | History | No change | 59 | 8 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Advisors Preferred, LLC | History | Reduced | 54 | 7 | 0.0% | 0.0% | 389 | -73 | -57.48% | Q4 2025 | Feb 02, 2026 |
| CIBC Private Wealth Group LLC | History | New | 53 | 7 | 0.0% | — | 388 | +53 | New | Q4 2025 | Feb 12, 2026 |
| Sarver Vrooman Wealth Advisors | History | New | 51 | 7 | 0.0% | — | 391 | +51 | New | Q4 2025 | Feb 10, 2026 |
| IAG Wealth Partners, LLC | History | No change | 55 | 7 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FAS Wealth Partners, Inc. | History | New | 45 | 6 | 0.0% | — | 393 | +45 | New | Q4 2025 | Feb 18, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 47 | 6 | 0.0% | 0.0% | 394 | +25 | 113.64% | Q4 2025 | Feb 17, 2026 |
| HOWE & RUSLING INC | History | No change | 47 | 6 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BFSG, LLC | History | New | 43 | 5 | 0.0% | — | 395 | +43 | New | Q4 2025 | Jan 22, 2026 |
| Sunrise Financial Services, LLC | History | New | 38 | 5 | 0.0% | — | 397 | +38 | New | Q4 2025 | Feb 11, 2026 |
| Colonial Trust Co / SC | History | Reduced | 38 | 5 | 0.0% | 0.0% | 396 | -3 | -7.32% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 26 | 3 | 0.0% | 0.0% | 398 | -43 | -62.32% | Q4 2025 | Jan 22, 2026 |
| Frazier Financial Advisors, LLC | History | New | 24 | 3 | 0.0% | — | 399 | +24 | New | Q4 2025 | Feb 09, 2026 |
| NVWM, LLC | History | No change | 21 | 2 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Luminist Capital LLC | History | No change | 18 | 2 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 17 | 2 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Global Wealth Strategies & Associates | History | New | 13 | 1 | 0.0% | — | 404 | +13 | New | Q4 2025 | Jan 02, 2026 |
| Roble, Belko & Company, Inc | History | New | 8 | 1 | 0.0% | — | 403 | +8 | New | Q4 2025 | Jan 12, 2026 |
| CENTRAL TRUST Co | History | Closed out | 0 | 0 | — | 0.05% | — | -16,000 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Valmark Advisers, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -8,635 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Guardian Partners Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -7,938 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Regal Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,917 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Hershey Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -3,310 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,184 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Schrum Private Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -2,000 | -100.0% | Q3 2025 | Nov 10, 2025 |
| GENTRY PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -1,624 | -100.0% | Q3 2025 | Nov 12, 2025 |
| HOEY INVESTMENTS, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -580 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TD Waterhouse Canada Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -330 | -100.0% | Q3 2025 | Nov 03, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -282 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -178 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Versant Capital Management, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -126 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -115 | -100.0% | Q3 2025 | Oct 29, 2025 |
| ST GERMAIN D J CO INC | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Trust Co | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 15, 2026 |