ARK ETF Trust - ARKQ
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 648,707 | 74,380 | 0.01% | 0.0% | 1 | +32,764 | 5.32% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 436,060 | 49,998 | 0.0% | 0.0% | 2 | +1,497 | 0.34% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 423,617 | 48,571 | 0.01% | 0.01% | 3 | +90,376 | 27.12% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 305,396 | 35,016 | 0.01% | 0.01% | 4 | +25,292 | 9.03% | Q4 2025 | Feb 13, 2026 |
| Hancock Prospecting Pty Ltd | History | No change | 252,500 | 28,951 | 0.89% | 0.92% | 5 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Quadrature Capital Ltd | History | Added to | 156,800 | 17,978 | 0.18% | 0.01% | 6 | +149,720 | 2114.69% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 132,220 | 15,160 | 0.0% | 0.0% | 7 | +52,657 | 66.18% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 100,574 | 11,531 | 0.01% | 0.0% | 8 | +100,426 | 67855.41% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Added to | 99,108 | 11,363 | 0.01% | 0.01% | 9 | +39,310 | 65.74% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 75,387 | 8,643 | 0.0% | 0.0% | 10 | +22,655 | 42.96% | Q4 2025 | Jan 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 65,170 | 7,472 | 0.0% | 0.0% | 11 | +356 | 0.55% | Q4 2025 | Feb 18, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 57,600 | 6,604 | 0.0% | 0.0% | 12 | -33,029 | -36.44% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 56,728 | 6,504 | 0.03% | 0.03% | 13 | +4,990 | 9.64% | Q4 2025 | Feb 17, 2026 |
| Wealthfront Advisers LLC | History | Added to | 54,356 | 6,232 | 0.01% | 0.01% | 14 | +6,416 | 13.38% | Q4 2025 | Jan 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 54,287 | 6,224 | 0.01% | 0.01% | 15 | +6,283 | 13.09% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 48,296 | 5,537 | 0.0% | 0.0% | 16 | +13,073 | 37.11% | Q4 2025 | Feb 10, 2026 |
| Brookstone Capital Management | History | Reduced | 45,988 | 5,272 | 0.06% | 0.08% | 17 | -13,846 | -23.14% | Q4 2025 | Jan 15, 2026 |
| Point72 Asset Management, L.P. | History | New | 38,300 | 4,391 | 0.0% | — | 18 | +38,300 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 38,158 | 4,376 | 0.01% | 0.01% | 19 | +2,837 | 8.03% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 37,493 | 4,298 | 0.0% | 0.0% | 20 | -28,207 | -42.93% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 35,923 | 4,118 | 0.0% | 0.0% | 21 | -1,354 | -3.63% | Q4 2025 | Feb 11, 2026 |
| Hartford Financial Management Inc. | History | Added to | 32,866 | 3,768 | 0.98% | 0.96% | 22 | +476 | 1.47% | Q4 2025 | Jan 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 31,203 | 3,578 | 0.01% | 0.01% | 23 | +4,374 | 16.3% | Q4 2025 | Feb 05, 2026 |
| BIP Wealth, LLC | History | New | 30,566 | 3,504 | 0.12% | — | 24 | +30,566 | New | Q4 2025 | Jan 21, 2026 |
| ROYAL BANK OF CANADA | History | New | 29,018 | 3,327 | 0.0% | — | 25 | +29,018 | New | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 27,643 | 3,169 | 0.0% | 0.0% | 26 | +5,997 | 27.7% | Q4 2025 | Feb 02, 2026 |
| CWM, LLC | History | Added to | 24,508 | 2,810 | 0.01% | 0.01% | 27 | +1,048 | 4.47% | Q4 2025 | Jan 26, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 24,193 | 2,773 | 0.01% | 0.0% | 28 | +10,816 | 80.86% | Q4 2025 | Feb 13, 2026 |
| Strategic Wealth Investment Group, LLC | History | Reduced | 20,469 | 2,346 | 0.29% | 0.26% | 29 | -7,704 | -27.35% | Q4 2025 | Feb 11, 2026 |
| Strategic Advocates LLC | History | Added to | 19,947 | 2,303 | 0.59% | 0.57% | 30 | +386 | 1.97% | Q4 2025 | Feb 11, 2026 |
| PRUDENTIAL PLC | History | Reduced | 19,750 | 2,264 | 0.02% | 0.03% | 31 | -17,700 | -47.26% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 19,201 | 2,201 | 0.0% | 0.0% | 32 | -6,170 | -24.32% | Q4 2025 | Feb 06, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 17,191 | 1,971 | 0.0% | 0.0% | 33 | -160 | -0.92% | Q4 2025 | Feb 13, 2026 |
| Wealth Management Partners, LLC | History | Reduced | 16,209 | 1,858 | 0.53% | 0.57% | 34 | -7 | -0.04% | Q4 2025 | Jan 12, 2026 |
| Spire Wealth Management | History | Added to | 15,671 | 1,796 | 0.06% | 0.05% | 35 | +2,778 | 21.55% | Q4 2025 | Jan 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 15,528 | 1,780 | 0.01% | 0.01% | 36 | +702 | 4.73% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 14,972 | 1,716 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Mariner, LLC | History | Added to | 13,273 | 1,521 | 0.0% | 0.0% | 38 | +993 | 8.09% | Q4 2025 | Feb 13, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 13,263 | 1,520 | 0.14% | 0.14% | 39 | +175 | 1.34% | Q4 2025 | Feb 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 13,134 | 1,505 | 0.0% | 0.0% | 40 | +439 | 3.46% | Q4 2025 | Feb 18, 2026 |
| LMR Partners LLP | History | New | 12,355 | 1,416 | 0.0% | — | 41 | +12,355 | New | Q4 2025 | Feb 17, 2026 |
| AlTi Global, Inc. | History | Added to | 12,192 | 1,397 | 0.03% | 0.03% | 42 | +6 | 0.05% | Q4 2025 | Feb 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 11,108 | 1,273 | 0.03% | 0.01% | 43 | +8,561 | 336.12% | Q4 2025 | Jan 23, 2026 |
| Belvedere Trading LLC | History | New | 10,913 | 1,251 | 0.0% | — | 44 | +10,913 | New | Q4 2025 | Feb 10, 2026 |
| Worthington Financial Partners, LLC | History | New | 10,623 | 1,218 | 1.08% | — | 45 | +10,623 | New | Q4 2025 | Mar 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 10,165 | 1,165 | 0.0% | 0.0% | 46 | +2,218 | 27.91% | Q4 2025 | Feb 10, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 9,646 | 1,105 | 0.01% | 0.0% | 47 | +4,478 | 86.65% | Q4 2025 | Jan 29, 2026 |
| Creative Planning | History | Added to | 9,301 | 1,066 | 0.0% | 0.0% | 48 | +1,345 | 16.91% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 7,807 | 984 | 0.0% | 0.0% | 49 | +491 | 6.71% | Q4 2025 | Jan 08, 2026 |
| Compound Planning, Inc. | History | Reduced | 8,442 | 967 | 0.03% | 0.03% | 50 | -1,250 | -12.9% | Q4 2025 | Feb 19, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 8,338 | 956 | 0.02% | 0.01% | 51 | +4,224 | 102.67% | Q4 2025 | Feb 03, 2026 |
| NewEdge Advisors, LLC | History | Added to | 8,118 | 930 | 0.0% | 0.0% | 52 | +584 | 7.75% | Q4 2025 | Feb 18, 2026 |
| PFG Advisors | History | Added to | 7,870 | 902 | 0.04% | 0.03% | 53 | +1,053 | 15.45% | Q4 2025 | Jan 27, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 7,283 | 835 | 0.0% | — | 54 | +7,283 | New | Q4 2025 | Feb 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 7,100 | 814 | 0.0% | 0.0% | 55 | -14,400 | -66.98% | Q4 2025 | Feb 12, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 6,986 | 801 | 0.05% | 0.03% | 56 | +2,101 | 43.01% | Q4 2025 | Jan 15, 2026 |
| EFG International AG | History | New | 6,845 | 784 | 0.02% | — | 57 | +6,845 | New | Q4 2025 | Feb 17, 2026 |
| Purus Wealth Management, LLC | History | Added to | 6,827 | 782 | 0.24% | 0.24% | 58 | +1 | 0.01% | Q4 2025 | Jan 27, 2026 |
| Belpointe Asset Management LLC | History | Added to | 6,596 | 756 | 0.03% | 0.03% | 59 | +229 | 3.6% | Q4 2025 | Jan 27, 2026 |
| MATHER GROUP, LLC. | History | No change | 6,429 | 737 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 6,227 | 713 | 0.01% | 0.01% | 61 | -1,906 | -23.44% | Q4 2025 | Feb 02, 2026 |
| Arax Advisory Partners | History | New | 6,151 | 705 | 0.02% | — | 62 | +6,151 | New | Q4 2025 | Feb 13, 2026 |
| One Capital Management, LLC | History | Reduced | 6,150 | 705 | 0.02% | 0.02% | 63 | -4 | -0.06% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,937 | 680 | 0.01% | 0.01% | 64 | +2,585 | 77.12% | Q4 2025 | Jan 23, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 5,898 | 676 | 0.0% | 0.0% | 65 | +3,093 | 110.27% | Q4 2025 | Mar 16, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 5,845 | 670 | 0.0% | — | 66 | +5,845 | New | Q4 2025 | Feb 17, 2026 |
| SAXON INTERESTS, INC. | History | Added to | 5,781 | 662 | 0.23% | 0.2% | 67 | +461 | 8.67% | Q4 2025 | Feb 13, 2026 |
| Navis Wealth Advisors, LLC | History | Added to | 5,432 | 622 | 0.26% | 0.45% | 68 | +13 | 0.24% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 5,414 | 620 | 0.0% | 0.0% | 69 | +548 | 11.26% | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 5,318 | 610 | 0.0% | 0.0% | 70 | -119 | -2.19% | Q4 2025 | Feb 11, 2026 |
| Tacita Capital Inc | History | No change | 5,300 | 607 | 0.35% | 0.36% | 71 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Reduced | 4,867 | 606 | 0.23% | 0.29% | 72 | -998 | -17.02% | Q4 2025 | Feb 12, 2026 |
| Clearstead Trust, LLC | History | Added to | 5,084 | 582 | 0.09% | 0.1% | 73 | +4 | 0.08% | Q4 2025 | Feb 09, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 4,985 | 571 | 0.01% | 0.01% | 74 | +552 | 12.45% | Q4 2025 | Feb 17, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | New | 4,914 | 563 | 0.19% | — | 75 | +4,914 | New | Q4 2025 | Jan 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 4,808 | 551 | 0.0% | 0.0% | 76 | +55 | 1.16% | Q4 2025 | Feb 17, 2026 |
| VestGen Advisors, LLC | History | New | 4,792 | 549 | 0.02% | — | 77 | +4,792 | New | Q4 2025 | Feb 17, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 4,712 | 540 | 0.04% | 0.04% | 78 | +197 | 4.36% | Q4 2025 | Feb 12, 2026 |
| Copia Wealth Management | History | Reduced | 4,686 | 537 | 0.38% | 0.41% | 79 | -267 | -5.39% | Q4 2025 | Feb 06, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 4,664 | 534 | 0.01% | 0.0% | 80 | +2,459 | 111.52% | Q4 2025 | Jan 29, 2026 |
| Corient Private Wealth LLC | History | Added to | 4,543 | 520 | 0.0% | 0.0% | 81 | +133 | 3.02% | Q4 2025 | Mar 09, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 4,290 | 491 | 0.01% | 0.01% | 82 | +244 | 6.03% | Q4 2025 | Jan 20, 2026 |
| Sigma Planning Corp | History | Added to | 4,280 | 490 | 0.01% | 0.01% | 83 | +1,183 | 38.2% | Q4 2025 | Jan 30, 2026 |
| Diversify Advisory Services, LLC | History | New | 3,193 | 428 | 0.01% | — | 85 | +3,193 | New | Q4 2025 | Jan 23, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 3,738 | 428 | 0.01% | 0.01% | 84 | +445 | 13.51% | Q4 2025 | Jan 09, 2026 |
| Focus Partners Wealth | History | Added to | 3,731 | 427 | 0.0% | 0.0% | 86 | +1,062 | 39.79% | Q4 2025 | Feb 13, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 3,690 | 423 | 0.01% | 0.01% | 87 | +905 | 32.5% | Q4 2025 | Feb 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 3,591 | 411 | 0.01% | 0.0% | 88 | +349 | 10.76% | Q4 2025 | Jan 29, 2026 |
| United Asset Strategies, Inc. | History | Reduced | 3,471 | 397 | 0.03% | 0.03% | 89 | -376 | -9.77% | Q4 2025 | Jan 28, 2026 |
| Kovack Advisors, Inc. | History | Added to | 3,216 | 368 | 0.02% | 0.02% | 91 | +1,307 | 68.47% | Q4 2025 | Feb 17, 2026 |
| StoneX Group Inc. | History | Added to | 3,216 | 368 | 0.02% | 0.01% | 90 | +545 | 20.4% | Q4 2025 | Feb 12, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 3,207 | 367 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 3,192 | 365 | 0.02% | 0.01% | 93 | +1,298 | 68.53% | Q4 2025 | Feb 05, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 3,092 | 354 | 0.03% | 0.02% | 94 | +591 | 23.63% | Q4 2025 | Jan 09, 2026 |
| PFG Investments, LLC | History | Reduced | 2,988 | 342 | 0.02% | 0.02% | 95 | -112 | -3.61% | Q4 2025 | Jan 26, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 3,588 | 341 | 0.01% | 0.01% | 96 | +785 | 28.01% | Q4 2025 | Feb 11, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,969 | 340 | 0.01% | 0.01% | 97 | +64 | 2.2% | Q4 2025 | Jan 20, 2026 |
| Essex Financial Services, Inc. | History | No change | 2,923 | 335 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Ferguson Shapiro LLC | History | No change | 2,900 | 332 | 0.1% | 0.1% | 99 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| PGIM Custom Harvest LLC | History | No change | 2,903 | 332 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Western Wealth Management, LLC | History | Added to | 2,890 | 331 | 0.02% | 0.02% | 101 | +37 | 1.3% | Q4 2025 | Feb 05, 2026 |
| US BANCORP \DE\ | History | No change | 2,854 | 327 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | New | 2,800 | 321 | 0.07% | — | 103 | +2,800 | New | Q4 2025 | Jan 26, 2026 |
| Cresset Asset Management, LLC | History | New | 2,785 | 319 | 0.0% | — | 104 | +2,785 | New | Q4 2025 | Feb 17, 2026 |
| Heritage Wealth Management, Inc. | History | No change | 2,709 | 310 | 0.09% | 0.09% | 105 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 2,703 | 309 | 0.04% | — | 106 | +2,703 | New | Q4 2025 | Feb 09, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 2,604 | 298 | 0.01% | 0.01% | 107 | -2,924 | -52.89% | Q4 2025 | Jan 14, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 2,571 | 294 | 0.01% | 0.02% | 108 | -1,285 | -33.32% | Q4 2025 | Feb 13, 2026 |
| EAGLE WEALTH STRATEGIES LLC | History | Reduced | 2,561 | 293 | 0.14% | 0.15% | 109 | -190 | -6.91% | Q4 2025 | Jan 06, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 2,544 | 291 | 0.01% | — | 110 | +2,544 | New | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 2,520 | 288 | 0.0% | 0.0% | 111 | -430 | -14.58% | Q4 2025 | Jan 29, 2026 |
| Pathstone Holdings, LLC | History | New | 2,485 | 284 | 0.0% | — | 113 | +2,485 | New | Q4 2025 | Feb 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 2,483 | 284 | 0.03% | 0.02% | 112 | +561 | 29.19% | Q4 2025 | Jan 23, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 2,458 | 282 | 0.06% | 0.05% | 114 | +334 | 15.73% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 2,446 | 280 | 0.0% | — | 115 | +2,446 | New | Q4 2025 | Jan 05, 2026 |
| GERBER, LLC | History | Added to | 2,394 | 274 | 0.15% | 0.17% | 116 | +2 | 0.08% | Q4 2025 | Jan 21, 2026 |
| Equitable Holdings, Inc. | History | New | 2,308 | 264 | 0.0% | — | 117 | +2,308 | New | Q4 2025 | Feb 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 2,290 | 262 | 0.0% | — | 118 | +2,290 | New | Q4 2025 | Feb 18, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 2,286 | 262 | 0.06% | 0.06% | 119 | +9 | 0.4% | Q4 2025 | Feb 04, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 2,239 | 256 | 0.0% | 0.0% | 120 | +325 | 16.98% | Q4 2025 | Feb 10, 2026 |
| Lauer Wealth, LLC | History | Added to | 2,022 | 256 | 0.19% | 0.17% | 121 | +6 | 0.3% | Q4 2025 | Jan 12, 2026 |
| Claro Advisors Inc. | History | Added to | 2,198 | 252 | 0.03% | 0.03% | 122 | +304 | 16.05% | Q4 2025 | Feb 17, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 2,165 | 248 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 1,902 | 247 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Allworth Financial LP | History | New | 2,140 | 245 | 0.0% | — | 125 | +2,140 | New | Q4 2025 | Feb 05, 2026 |
| Advisory Services Network, LLC | History | Added to | 2,138 | 245 | 0.0% | 0.0% | 126 | +28 | 1.33% | Q4 2025 | Feb 17, 2026 |
| Financial Engines Advisors L.L.C. | History | New | 2,125 | 243 | 0.0% | — | 127 | +2,125 | New | Q4 2025 | Feb 12, 2026 |
| Arkadios Wealth Advisors | History | Added to | 2,122 | 243 | 0.0% | 0.01% | 128 | +134 | 6.74% | Q4 2025 | Feb 13, 2026 |
| Kingsview Wealth Management, LLC | History | New | 2,026 | 232 | 0.0% | — | 129 | +2,026 | New | Q4 2025 | Feb 09, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 2,012 | 230 | 0.01% | 0.01% | 130 | -1,219 | -37.73% | Q4 2025 | Feb 17, 2026 |
| Trek Financial, LLC | History | Reduced | 2,014 | 230 | 0.01% | 0.01% | 131 | -26 | -1.27% | Q4 2025 | Feb 04, 2026 |
| Avion Wealth | History | No change | 2,000 | 229 | 0.05% | 0.05% | 132 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Fairscale Capital, LLC | History | No change | 1,999 | 229 | 0.15% | 0.15% | 133 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GLENMEDE TRUST CO NA | History | New | 1,950 | 223 | 0.0% | — | 134 | +1,950 | New | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | No change | 1,949 | 223 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| E&G Advisors, LP | History | New | 1,940 | 222 | 0.05% | — | 136 | +1,940 | New | Q4 2025 | Jan 23, 2026 |
| OPPENHEIMER & CO INC | History | New | 1,922 | 220 | 0.0% | — | 137 | +1,922 | New | Q4 2025 | Feb 02, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | New | 1,912 | 219 | 0.1% | — | 138 | +1,912 | New | Q4 2025 | Feb 06, 2026 |
| ATX Financial Planning, LLC | History | New | 1,907 | 218 | 0.17% | — | 139 | +1,907 | New | Q4 2025 | Feb 19, 2026 |
| World Investment Advisors | History | Added to | 1,885 | 216 | 0.0% | 0.0% | 140 | +2 | 0.11% | Q4 2025 | Mar 12, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 1,788 | 205 | 0.02% | 0.02% | 141 | -926 | -34.12% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | New | 1,778 | 203 | 0.0% | — | 142 | +1,778 | New | Q4 2025 | Feb 13, 2026 |
| Chris Bulman Inc | History | New | 1,767 | 202 | 0.09% | — | 143 | +1,767 | New | Q4 2025 | Jan 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 1,754 | 201 | 0.01% | — | 144 | +1,754 | New | Q4 2025 | Feb 09, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,750 | 200 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 1,711 | 196 | 0.07% | 0.01% | 146 | +1,397 | 444.9% | Q4 2025 | Feb 17, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Added to | 1,699 | 194 | 0.01% | 0.01% | 147 | +263 | 18.31% | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | New | 1,678 | 192 | 0.04% | — | 148 | +1,678 | New | Q4 2025 | Feb 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 1,569 | 180 | 0.01% | 0.01% | 149 | +388 | 32.85% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Added to | 1,345 | 154 | 0.0% | 0.0% | 150 | +29 | 2.2% | Q4 2025 | Jan 26, 2026 |
| Signature Equity Partners, LLC | History | New | 1,238 | 141 | 0.08% | — | 151 | +1,238 | New | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 1,125 | 128 | 0.0% | 0.0% | 152 | -126 | -10.07% | Q4 2025 | Feb 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 1,101 | 126 | 0.0% | 0.0% | 153 | -560 | -33.71% | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,098 | 125 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 967 | 110 | 0.0% | 0.0% | 155 | -252 | -20.67% | Q4 2025 | Feb 06, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 814 | 93 | 0.01% | 0.01% | 156 | +6 | 0.74% | Q4 2025 | Jan 23, 2026 |
| IAG Wealth Partners, LLC | History | No change | 797 | 91 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Geneos Wealth Management Inc. | History | No change | 767 | 87 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Blue Trust, Inc. | History | Reduced | 703 | 80 | 0.0% | 0.0% | 159 | -40 | -5.38% | Q4 2025 | Jan 16, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 671 | 76 | 0.0% | 0.0% | 160 | +133 | 24.72% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 578 | 66 | 0.0% | 0.0% | 161 | +90 | 18.44% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 522 | 59 | 0.0% | 0.0% | 162 | +151 | 40.7% | Q4 2025 | Feb 09, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Added to | 494 | 56 | 0.01% | 0.01% | 163 | +57 | 13.04% | Q4 2025 | Feb 17, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 487 | 55 | 0.0% | 0.0% | 164 | +189 | 63.42% | Q4 2025 | Feb 02, 2026 |
| Kingdom Financial Group LLC. | History | New | 445 | 51 | 0.02% | — | 165 | +445 | New | Q4 2025 | Feb 06, 2026 |
| Smartleaf Asset Management LLC | History | New | 437 | 50 | 0.0% | — | 166 | +437 | New | Q4 2025 | Feb 13, 2026 |
| Scarborough Advisors, LLC | History | Added to | 425 | 48 | 0.01% | 0.01% | 167 | +1 | 0.24% | Q4 2025 | Feb 17, 2026 |
| Financial Perspectives, Inc | History | Reduced | 426 | 48 | 0.01% | 0.01% | 168 | -1 | -0.23% | Q4 2025 | Jan 28, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 395 | 45 | 0.01% | 0.01% | 169 | +40 | 11.27% | Q4 2025 | Jan 22, 2026 |
| Kilter Group LLC | History | No change | 397 | 45 | 0.02% | 0.02% | 170 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 389 | 44 | 0.04% | 0.02% | 171 | -1,398 | -78.23% | Q4 2025 | Feb 06, 2026 |
| AlphaCore Capital LLC | History | New | 350 | 40 | 0.0% | — | 173 | +350 | New | Q4 2025 | Feb 05, 2026 |
| Financial Management Professionals, Inc. | History | No change | 352 | 40 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Key FInancial Inc | History | No change | 350 | 40 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 345 | 40 | 0.05% | 0.05% | 175 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 336 | 38 | 0.0% | 0.0% | 176 | +1 | 0.3% | Q4 2025 | Jan 21, 2026 |
| BESSEMER GROUP INC | History | No change | 292 | 33 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| AdvisorNet Financial, Inc | History | No change | 280 | 32 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CX Institutional | History | Added to | 271 | 31 | 0.0% | 0.0% | 179 | +250 | 1190.48% | Q4 2025 | Feb 02, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 276 | 31 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CGC Financial Services, LLC | History | No change | 274 | 31 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 262 | 30 | 0.0% | 0.0% | 182 | +47 | 21.86% | Q4 2025 | Jan 27, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 258 | 29 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 247 | 28 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Rossmore Private Capital | History | No change | 250 | 28 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 251 | 28 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 237 | 27 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Cranbrook Wealth Management, LLC | History | New | 225 | 25 | 0.0% | — | 188 | +225 | New | Q4 2025 | Jan 28, 2026 |
| Crews Bank & Trust | History | No change | 210 | 24 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 203 | 23 | 0.01% | 0.01% | 190 | -145 | -41.67% | Q4 2025 | Jan 15, 2026 |
| Glassman Wealth Services | History | No change | 200 | 22 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| NCP Inc. | History | New | 190 | 21 | 0.02% | — | 194 | +190 | New | Q4 2025 | Feb 17, 2026 |
| Abound Wealth Management | History | Added to | 186 | 21 | 0.0% | 0.0% | 193 | +112 | 151.35% | Q4 2025 | Jan 12, 2026 |
| Activest Wealth Management | History | No change | 190 | 21 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 171 | 19 | 0.01% | 0.01% | 195 | -1 | -0.58% | Q4 2025 | Feb 10, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 148 | 17 | 0.0% | 0.0% | 196 | +100 | 208.33% | Q4 2025 | Feb 04, 2026 |
| Boreal Capital Management LLC | History | No change | 150 | 17 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sunbelt Securities, Inc. | History | No change | 146 | 16 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| NBT BANK N A /NY | History | Added to | 115 | 14 | 0.0% | 0.0% | 199 | +3 | 2.68% | Q4 2025 | Jan 23, 2026 |
| Roble, Belko & Company, Inc | History | No change | 119 | 14 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 115 | 13 | 0.01% | — | 202 | +115 | New | Q4 2025 | Feb 19, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 114 | 13 | 0.0% | 0.0% | 201 | -9 | -7.32% | Q4 2025 | Jan 22, 2026 |
| Gen-Wealth Partners Inc | History | New | 106 | 12 | 0.0% | — | 204 | +106 | New | Q4 2025 | Feb 13, 2026 |
| Archer Investment Corp | History | No change | 105 | 12 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BankPlus Trust Department | History | New | 94 | 10 | 0.0% | — | 208 | +94 | New | Q4 2025 | Jan 27, 2026 |
| BARCLAYS PLC | History | New | 89 | 10 | 0.0% | — | 205 | +89 | New | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 90 | 10 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 90 | 10 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Golden State Wealth Management, LLC | History | No change | 84 | 9 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 75 | 8 | 0.0% | — | 210 | +75 | New | Q4 2025 | Feb 18, 2026 |
| Elevated Capital Advisors, LLC | History | New | 68 | 7 | 0.0% | — | 212 | +68 | New | Q4 2025 | Jan 27, 2026 |
| Ancora Advisors LLC | History | Added to | 63 | 7 | 0.0% | 0.0% | 211 | +3 | 5.0% | Q4 2025 | Feb 17, 2026 |
| Greenline Wealth Management LLC | History | New | 55 | 6 | 0.01% | — | 217 | +55 | New | Q4 2025 | Feb 13, 2026 |
| Murphy & Mullick Capital Management Corp | History | Added to | 61 | 6 | 0.0% | 0.01% | 214 | +1 | 1.67% | Q4 2025 | Feb 10, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 55 | 6 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Rossby Financial, LCC | History | No change | 61 | 6 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 60 | 6 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | New | 50 | 5 | 0.0% | — | 219 | +50 | New | Q4 2025 | Jan 26, 2026 |
| GROUP ONE TRADING LLC | History | New | 45 | 5 | 0.0% | — | 218 | +45 | New | Q4 2025 | Feb 12, 2026 |
| Advocate Investing Services LLC | History | New | 45 | 5 | 0.0% | — | 221 | +45 | New | Q4 2025 | Feb 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 49 | 5 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Root Financial Partners, LLC | History | New | 35 | 4 | 0.0% | — | 225 | +35 | New | Q4 2025 | Feb 10, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 35 | 4 | 0.0% | 0.0% | 223 | -5 | -12.5% | Q4 2025 | Jan 20, 2026 |
| IFP Advisors, Inc | History | No change | 40 | 4 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 35 | 4 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| ADIRONDACK TRUST CO | History | No change | 28 | 3 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Investment Research & Advisory Group, Inc. | History | No change | 32 | 3 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SageView Advisory Group, LLC | History | New | 25 | 2 | 0.0% | — | 230 | +25 | New | Q4 2025 | Feb 17, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | New | 25 | 2 | 0.0% | — | 231 | +25 | New | Q4 2025 | Jan 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 23 | 2 | 0.0% | — | 228 | +23 | New | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 18 | 2 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Ankerstar Wealth, LLC | History | New | 17 | 1 | 0.0% | — | 237 | +17 | New | Q4 2025 | Feb 12, 2026 |
| OPTIMA CAPITAL LLC | History | New | 10 | 1 | 0.0% | — | 238 | +10 | New | Q4 2025 | Jan 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Larson Financial Group LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 12 | 1 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CoreCap Advisors, LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -28,796 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Financial Sense Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.39% | — | -20,715 | -100.0% | Q3 2025 | Nov 14, 2025 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -19,929 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,200 | -100.0% | Q3 2025 | Mar 30, 2026 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.16% | — | -9,382 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Advyzon Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -5,876 | -100.0% | Q3 2025 | Nov 10, 2025 |
| J. Goldman & Co LP | History | Closed out | 0 | 0 | — | 0.01% | — | -4,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sovran Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,617 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Advisors Preferred, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,778 | -100.0% | Q3 2025 | Nov 10, 2025 |
| CHOREO, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,117 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Owen LaRue, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,925 | -100.0% | Q3 2025 | Oct 31, 2025 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,910 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Prospect Financial Services LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -1,900 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,093 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -963 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Global Trust Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -550 | -100.0% | Q3 2025 | Oct 28, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -290 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -228 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Register Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Koesten, Hirschmann & Crabtree, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q3 2025 | Nov 05, 2025 |
| FMR LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 17, 2026 |
| Financial Life Planners | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ASSETMARK, INC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 23, 2026 |
| Parallel Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 11, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 11, 2026 |
| Strive Financial Group ,LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 18, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 10, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Noble Wealth Management PBC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |