Amplify ETF Trust - BLOK
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 1,559,411 | 88,714 | 0.01% | 0.01% | 1 | +191,238 | 13.98% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 1,014,462 | 57,712 | 0.02% | 0.02% | 2 | +39,904 | 4.09% | Q4 2025 | Feb 11, 2026 |
| Gradient Investments LLC | History | Added to | 489,567 | 27,851 | 0.44% | 0.48% | 3 | +62,622 | 14.67% | Q4 2025 | Jan 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 433,729 | 24,674 | 0.0% | 0.01% | 4 | -43,187 | -9.06% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 179,023 | 10,184 | 0.01% | 0.01% | 5 | +26,975 | 17.74% | Q4 2025 | Feb 06, 2026 |
| Cetera Investment Advisers | History | Added to | 153,619 | 8,739 | 0.01% | 0.01% | 6 | +8,601 | 5.93% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 139,805 | 7,953 | 0.0% | 0.0% | 7 | -10,676 | -7.09% | Q4 2025 | Feb 10, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | New | 133,614 | 7,601 | 3.76% | — | 8 | +133,614 | New | Q4 2025 | Feb 25, 2026 |
| Carter Financial Group, INC. | History | Added to | 129,640 | 7,375 | 4.37% | 5.15% | 9 | +2,406 | 1.89% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 122,134 | 6,948 | 0.0% | — | 10 | +122,134 | New | Q4 2025 | Feb 17, 2026 |
| Columbus Macro, LLC | History | Added to | 93,442 | 5,315 | 0.58% | 0.66% | 11 | +6,361 | 7.3% | Q4 2025 | Jan 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 92,635 | 5,270 | 0.01% | 0.01% | 12 | +3,171 | 3.54% | Q4 2025 | Feb 11, 2026 |
| GERBER, LLC | History | Added to | 89,713 | 5,103 | 2.85% | 3.77% | 13 | +130 | 0.15% | Q4 2025 | Jan 21, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 84,830 | 4,825 | 0.2% | 0.15% | 14 | +33,473 | 65.18% | Q4 2025 | Feb 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 84,457 | 4,804 | 0.0% | 0.0% | 15 | -13,927 | -14.16% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 83,853 | 4,770 | 0.01% | 0.01% | 16 | +2,735 | 3.37% | Q4 2025 | Feb 13, 2026 |
| NWAM LLC | History | Reduced | 80,004 | 4,551 | 0.25% | 0.29% | 17 | -876 | -1.08% | Q4 2025 | Feb 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 79,802 | 4,539 | 0.01% | 0.01% | 18 | -15,371 | -16.15% | Q4 2025 | Feb 12, 2026 |
| Riggs Asset Managment Co. Inc. | History | Reduced | 78,627 | 4,473 | 0.9% | 1.27% | 19 | -8,854 | -10.12% | Q4 2025 | Jan 29, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 77,576 | 4,413 | 0.0% | 0.0% | 20 | +58,566 | 308.08% | Q4 2025 | Feb 17, 2026 |
| Eagle Strategies LLC | History | Added to | 77,349 | 4,400 | 0.56% | 0.64% | 21 | +5,886 | 8.24% | Q4 2025 | Jan 23, 2026 |
| Mattson Financial Services, LLC | History | Added to | 76,755 | 4,366 | 1.02% | 1.12% | 22 | +7,059 | 10.13% | Q4 2025 | Feb 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 73,259 | 4,167 | 0.03% | 0.04% | 23 | +2,403 | 3.39% | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 69,871 | 3,975 | 0.01% | 0.01% | 24 | -11,506 | -14.14% | Q4 2025 | Feb 05, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 67,898 | 3,864 | 0.0% | 0.0% | 25 | +10,709 | 18.73% | Q4 2025 | Feb 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 55,001 | 3,128 | 0.04% | 0.09% | 26 | -34,334 | -38.43% | Q4 2025 | Feb 10, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 54,718 | 3,112 | 0.01% | 0.01% | 27 | -624 | -1.13% | Q4 2025 | Feb 12, 2026 |
| PW ADVISORS, LLC \ FL | History | New | 51,917 | 2,953 | 2.37% | — | 28 | +51,917 | New | Q4 2025 | Feb 17, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 50,532 | 2,874 | 0.01% | 0.01% | 29 | -765 | -1.49% | Q4 2025 | Jan 30, 2026 |
| SEI INVESTMENTS CO | History | No change | 47,281 | 2,689 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WMG Financial Advisors, LLC | History | Added to | 46,980 | 2,672 | 1.1% | 0.67% | 31 | +16,895 | 56.16% | Q4 2025 | Jan 28, 2026 |
| Merit Financial Group, LLC | History | Reduced | 46,460 | 2,643 | 0.02% | 0.03% | 32 | -4,953 | -9.63% | Q4 2025 | Jan 26, 2026 |
| &PARTNERS | History | New | 44,363 | 2,523 | 0.01% | — | 33 | +44,363 | New | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 40,085 | 2,280 | 0.0% | 0.0% | 34 | +10,128 | 33.81% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 38,600 | 2,195 | 0.0% | 0.0% | 35 | +4,200 | 12.21% | Q4 2025 | Feb 17, 2026 |
| Brookstone Capital Management | History | Added to | 37,949 | 2,158 | 0.02% | 0.02% | 36 | +8,417 | 28.5% | Q4 2025 | Jan 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 30,438 | 1,895 | 0.0% | 0.0% | 37 | +109 | 0.36% | Q4 2025 | Jan 08, 2026 |
| CX Institutional | History | Added to | 33,041 | 1,880 | 0.06% | 0.07% | 38 | +977 | 3.05% | Q4 2025 | Feb 02, 2026 |
| Quattro Advisors LLC | History | New | 31,686 | 1,802 | 1.44% | — | 39 | +31,686 | New | Q4 2025 | Feb 13, 2026 |
| Strategic Wealth Investment Group, LLC | History | Reduced | 30,121 | 1,713 | 0.21% | 0.25% | 40 | -14,307 | -32.2% | Q4 2025 | Feb 11, 2026 |
| Private Advisor Group, LLC | History | Added to | 28,369 | 1,613 | 0.01% | 0.01% | 41 | +8,512 | 42.87% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 27,902 | 1,587 | 0.0% | 0.0% | 42 | -1,341 | -4.59% | Q4 2025 | Feb 18, 2026 |
| Sovran Advisors, LLC | History | Added to | 24,577 | 1,579 | 0.13% | 0.13% | 43 | +3,297 | 15.49% | Q4 2025 | Jan 20, 2026 |
| IFP Advisors, Inc | History | Added to | 27,468 | 1,562 | 0.04% | 0.04% | 44 | +2,838 | 11.52% | Q4 2025 | Feb 06, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 26,329 | 1,497 | 0.0% | 0.0% | 45 | -140,695 | -84.24% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Added to | 25,300 | 1,439 | 0.0% | 0.01% | 46 | +35 | 0.14% | Q4 2025 | Jan 26, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 25,271 | 1,437 | 0.15% | 0.18% | 47 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Western Wealth Management, LLC | History | Added to | 25,050 | 1,425 | 0.07% | 0.09% | 48 | +929 | 3.85% | Q4 2025 | Feb 05, 2026 |
| Tidal Investments LLC | History | Reduced | 24,428 | 1,389 | 0.0% | 0.01% | 49 | -30,223 | -55.3% | Q4 2025 | Feb 13, 2026 |
| Vise Technologies, Inc. | History | Added to | 23,963 | 1,363 | 0.03% | 0.06% | 50 | +1,744 | 7.85% | Q4 2025 | Feb 11, 2026 |
| Bank of New York Mellon Corp | History | Added to | 23,018 | 1,309 | 0.0% | 0.0% | 51 | +553 | 2.46% | Q4 2025 | Feb 10, 2026 |
| Mariner, LLC | History | Reduced | 22,455 | 1,277 | 0.0% | 0.0% | 52 | -7,708 | -25.55% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 21,691 | 1,234 | 0.0% | 0.0% | 53 | -980 | -4.32% | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 20,718 | 1,178 | 0.0% | 0.01% | 54 | +1,549 | 8.08% | Q4 2025 | Feb 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 19,357 | 1,101 | 0.04% | 0.02% | 55 | +8,136 | 72.51% | Q4 2025 | Jan 09, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Added to | 7,198 | 1,097 | 0.3% | 0.07% | 56 | +2,513 | 53.64% | Q4 2025 | Feb 12, 2026 |
| Kaizen Financial Strategies | History | Reduced | 19,230 | 1,093 | 0.48% | 0.59% | 57 | -600 | -3.03% | Q4 2025 | Jan 21, 2026 |
| CLG LLC | History | Reduced | 19,197 | 1,092 | 0.27% | 0.58% | 59 | -12,627 | -39.68% | Q4 2025 | Jan 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 19,199 | 1,092 | 0.01% | 0.01% | 58 | +671 | 3.62% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Reduced | 18,589 | 1,057 | 0.0% | 0.0% | 60 | -7,763 | -29.46% | Q4 2025 | Jan 29, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 17,990 | 1,023 | 0.03% | 0.04% | 61 | -3,631 | -16.79% | Q4 2025 | Jan 23, 2026 |
| MATAURO, LLC | History | Reduced | 17,172 | 976 | 0.15% | 0.22% | 62 | -3,553 | -17.14% | Q4 2025 | Jan 16, 2026 |
| Moran Wealth Management, LLC | History | Added to | 17,124 | 974 | 0.03% | 0.03% | 63 | +3,535 | 26.01% | Q4 2025 | Jan 26, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 16,668 | 948 | 0.01% | 0.02% | 64 | +995 | 6.35% | Q4 2025 | Feb 09, 2026 |
| Baird Financial Group, Inc. | History | Added to | 16,540 | 940 | 0.0% | 0.0% | 65 | +10,680 | 182.25% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 16,400 | 932 | 0.0% | 0.0% | 66 | -13,400 | -44.97% | Q4 2025 | Feb 12, 2026 |
| Traction Financial Partners, LLC | History | Added to | 16,166 | 919 | 0.54% | 0.61% | 67 | +1,339 | 9.03% | Q4 2025 | Jan 29, 2026 |
| StoneX Group Inc. | History | Reduced | 15,127 | 860 | 0.04% | 0.04% | 68 | -175 | -1.14% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Added to | 14,309 | 814 | 0.0% | 0.0% | 69 | +2,785 | 24.17% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | New | 14,610 | 812 | 0.02% | — | 70 | +14,610 | New | Q4 2025 | Feb 13, 2026 |
| WCG Wealth Advisors LLC | History | New | 13,716 | 780 | 0.02% | — | 71 | +13,716 | New | Q4 2025 | Feb 10, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 13,336 | 758 | 0.01% | 0.01% | 72 | +2,406 | 22.01% | Q4 2025 | Jan 20, 2026 |
| VestGen Advisors, LLC | History | New | 13,168 | 749 | 0.03% | — | 73 | +13,168 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 12,697 | 722 | 0.0% | 0.0% | 74 | -5,384 | -29.78% | Q4 2025 | Feb 11, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | New | 12,691 | 721 | 0.08% | — | 75 | +12,691 | New | Q4 2025 | Jan 29, 2026 |
| Global Retirement Partners, LLC | History | Added to | 12,053 | 685 | 0.01% | 0.01% | 76 | +7,828 | 185.28% | Q4 2025 | Feb 06, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Reduced | 10,716 | 669 | 0.18% | 0.21% | 77 | -375 | -3.38% | Q4 2025 | Jan 26, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 11,050 | 628 | 0.1% | 0.13% | 78 | -2,048 | -15.64% | Q4 2025 | Feb 11, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | Added to | 11,030 | 627 | 0.09% | 0.11% | 79 | +1,071 | 10.75% | Q4 2025 | Feb 13, 2026 |
| Visionary Wealth Advisors | History | Reduced | 10,756 | 611 | 0.03% | 0.05% | 80 | -3,640 | -25.28% | Q4 2025 | Feb 13, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | New | 10,297 | 585 | 0.1% | — | 81 | +10,297 | New | Q4 2025 | Jan 21, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 10,182 | 579 | 0.0% | — | 82 | +10,182 | New | Q4 2025 | Feb 06, 2026 |
| Bison Wealth, LLC | History | New | 11,049 | 568 | 0.06% | — | 84 | +11,049 | New | Q4 2025 | Mar 24, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Reduced | 9,311 | 568 | 0.48% | 0.7% | 83 | -3,357 | -26.5% | Q4 2025 | Jan 28, 2026 |
| Freedom Financial Partners LLC | History | Added to | 9,740 | 554 | 0.2% | 0.18% | 85 | +2,857 | 41.51% | Q4 2025 | Jan 06, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 8,341 | 548 | 0.02% | 0.02% | 86 | +1,316 | 18.73% | Q4 2025 | Jan 23, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 9,552 | 543 | 0.0% | 0.0% | 87 | -1,174 | -10.95% | Q4 2025 | Mar 16, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 8,909 | 506 | 0.14% | 0.21% | 88 | -1,801 | -16.82% | Q4 2025 | Feb 05, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 8,752 | 497 | 0.03% | 0.04% | 89 | +353 | 4.2% | Q4 2025 | Jan 26, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 8,552 | 486 | 0.06% | 0.07% | 90 | +61 | 0.72% | Q4 2025 | Feb 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 8,442 | 480 | 0.02% | 0.03% | 91 | +79 | 0.94% | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 7,997 | 454 | 0.03% | 0.03% | 92 | +294 | 3.82% | Q4 2025 | Feb 06, 2026 |
| Focus Partners Wealth | History | Added to | 7,896 | 449 | 0.0% | 0.0% | 93 | +2,429 | 44.43% | Q4 2025 | Feb 13, 2026 |
| Banco Santander, S.A. | History | New | 7,848 | 446 | 0.0% | — | 94 | +7,848 | New | Q4 2025 | Feb 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 7,712 | 438 | 0.01% | 0.01% | 96 | -6,083 | -44.1% | Q4 2025 | Jan 29, 2026 |
| Stelac Advisory Services LLC | History | No change | 7,712 | 438 | 0.15% | 0.18% | 95 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Safe Harbor Wealth Advisors, LLC | History | New | 8,286 | 436 | 0.42% | — | 97 | +8,286 | New | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 7,513 | 429 | 0.0% | 0.0% | 98 | +46 | 0.62% | Q4 2025 | Mar 09, 2026 |
| Allworth Financial LP | History | New | 7,527 | 428 | 0.0% | — | 99 | +7,527 | New | Q4 2025 | Feb 05, 2026 |
| Windsor Advisory Group, LLC | History | No change | 7,490 | 426 | 0.38% | 0.44% | 100 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 7,320 | 416 | 0.0% | 0.0% | 101 | +446 | 6.49% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 7,192 | 409 | 0.0% | 0.01% | 102 | -4,995 | -40.99% | Q4 2025 | Feb 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 6,977 | 391 | 0.01% | 0.03% | 103 | -15,927 | -69.54% | Q4 2025 | Feb 11, 2026 |
| HRT FINANCIAL LP | History | New | 6,878 | 391 | 0.0% | — | 104 | +6,878 | New | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | Added to | 6,750 | 384 | 0.0% | 0.0% | 105 | +2 | 0.03% | Q4 2025 | Feb 13, 2026 |
| Emerald Advisors, LLC | History | No change | 6,670 | 379 | 0.05% | 0.06% | 106 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Quantinno Capital Management LP | History | New | 6,650 | 378 | 0.0% | — | 107 | +6,650 | New | Q4 2025 | Feb 17, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 6,589 | 375 | 0.02% | 0.03% | 108 | -876 | -11.73% | Q4 2025 | Feb 13, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 6,590 | 374 | 0.05% | 0.06% | 109 | +577 | 9.6% | Q4 2025 | Feb 04, 2026 |
| Stegent Equity Advisors, Inc. | History | Reduced | 6,393 | 363 | 0.28% | 0.76% | 110 | -7,530 | -54.08% | Q4 2025 | Jan 14, 2026 |
| Paladin Wealth, LLC | History | Added to | 6,220 | 353 | 0.24% | 0.16% | 112 | +2,925 | 88.77% | Q4 2025 | Jan 15, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 6,221 | 353 | 0.01% | 0.01% | 111 | -2,583 | -29.34% | Q4 2025 | Feb 13, 2026 |
| Avior Wealth Management, LLC | History | New | 6,182 | 351 | 0.01% | — | 113 | +6,182 | New | Q4 2025 | Jan 06, 2026 |
| Fund Advisors of America Inc/FL | History | New | 6,153 | 350 | 0.32% | — | 114 | +6,153 | New | Q4 2025 | Mar 13, 2026 |
| Florin Court Capital LLP | History | Reduced | 6,100 | 347 | 0.48% | 2.18% | 115 | -35,400 | -85.3% | Q4 2025 | Feb 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 5,946 | 338 | 0.0% | 0.0% | 116 | +12 | 0.2% | Q4 2025 | Feb 02, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 5,860 | 333 | 0.02% | 0.03% | 117 | -140 | -2.33% | Q4 2025 | Jan 21, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 5,805 | 330 | 0.02% | 0.03% | 118 | +1 | 0.02% | Q4 2025 | Feb 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 5,572 | 316 | 0.01% | 0.01% | 119 | -27 | -0.48% | Q4 2025 | Jan 29, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | No change | 5,547 | 315 | 0.17% | 0.21% | 120 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Brown Financial Advisors | History | Added to | 5,513 | 313 | 0.11% | 0.13% | 121 | +357 | 6.92% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Reduced | 5,443 | 309 | 0.0% | 0.0% | 122 | -448 | -7.6% | Q4 2025 | Feb 05, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 5,427 | 308 | 0.02% | 0.02% | 123 | +199 | 3.81% | Q4 2025 | Jan 07, 2026 |
| FULTON BANK, N.A. | History | No change | 5,303 | 301 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 5,244 | 298 | 0.01% | 0.05% | 126 | -24,525 | -82.38% | Q4 2025 | Feb 17, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 5,255 | 298 | 0.02% | 0.03% | 125 | -81 | -1.52% | Q4 2025 | Jan 29, 2026 |
| HCR Wealth Advisors | History | No change | 5,015 | 285 | 0.03% | 0.04% | 127 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 4,980 | 283 | 0.01% | 0.01% | 128 | +341 | 7.35% | Q4 2025 | Feb 12, 2026 |
| GLENMEDE TRUST CO NA | History | New | 4,950 | 281 | 0.0% | — | 129 | +4,950 | New | Q4 2025 | Feb 17, 2026 |
| Worth Asset Management, LLC | History | Reduced | 4,890 | 278 | 0.12% | 0.15% | 131 | -9 | -0.18% | Q4 2025 | Jan 14, 2026 |
| Ferguson Shapiro LLC | History | No change | 4,900 | 278 | 0.09% | 0.11% | 130 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Fiduciary Alliance LLC | History | Added to | 4,730 | 269 | 0.02% | 0.02% | 132 | +29 | 0.62% | Q4 2025 | Jan 22, 2026 |
| EP Wealth Advisors, LLC | History | New | 4,375 | 248 | 0.0% | — | 133 | +4,375 | New | Q4 2025 | Feb 18, 2026 |
| Concorde Asset Management, LLC | History | Reduced | 4,354 | 247 | 0.1% | 0.13% | 134 | -80 | -1.8% | Q4 2025 | Feb 13, 2026 |
| SFMG, LLC | History | Added to | 4,328 | 246 | 0.02% | 0.02% | 135 | +4 | 0.09% | Q4 2025 | Feb 10, 2026 |
| J. Safra Sarasin Holding AG | History | No change | 4,120 | 237 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| GAMMA Investing LLC | History | No change | 4,171 | 237 | 0.01% | 0.02% | 137 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Apella Capital, LLC | History | New | 4,085 | 232 | 0.0% | — | 139 | +4,085 | New | Q4 2025 | Jan 21, 2026 |
| Arkadios Wealth Advisors | History | Added to | 4,093 | 232 | 0.0% | 0.01% | 138 | +872 | 27.07% | Q4 2025 | Feb 13, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 4,060 | 230 | 0.13% | 0.14% | 140 | +285 | 7.55% | Q4 2025 | Jan 23, 2026 |
| Betterment LLC | History | New | 4,000 | 228 | 0.0% | — | 141 | +4,000 | New | Q4 2025 | Feb 12, 2026 |
| Advisory Services Network, LLC | History | Added to | 4,005 | 227 | 0.0% | 0.0% | 142 | +1,550 | 63.14% | Q4 2025 | Feb 17, 2026 |
| Vertex Planning Partners, LLC | History | No change | 4,000 | 227 | 0.05% | 0.05% | 143 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Added to | 3,988 | 226 | 0.0% | 0.0% | 144 | +1,590 | 66.31% | Q4 2025 | Jan 29, 2026 |
| NORTHERN TRUST CORP | History | No change | 3,891 | 221 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Amundi | History | No change | 3,874 | 220 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Maia Wealth LLC | History | Added to | 3,987 | 209 | 0.04% | 0.04% | 147 | +15 | 0.38% | Q4 2025 | Feb 17, 2026 |
| Venturi Wealth Management, LLC | History | No change | 3,600 | 204 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| North Star Investment Management Corp. | History | No change | 3,455 | 196 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 3,195 | 181 | 0.01% | 0.01% | 150 | -11 | -0.34% | Q4 2025 | Jan 23, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 2,939 | 167 | 0.01% | 0.01% | 151 | -121 | -3.95% | Q4 2025 | Jan 20, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,869 | 163 | 0.0% | 0.0% | 152 | -360 | -11.15% | Q4 2025 | Jan 30, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 2,810 | 161 | 0.01% | 0.01% | 153 | -237 | -7.78% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 2,500 | 142 | 0.0% | 0.01% | 154 | -497 | -16.58% | Q4 2025 | Jan 28, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 2,457 | 139 | 0.0% | 0.0% | 155 | +17 | 0.7% | Q4 2025 | Feb 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,396 | 136 | 0.0% | 0.0% | 156 | +472 | 24.53% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,349 | 133 | 0.0% | 0.0% | 157 | +560 | 31.3% | Q4 2025 | Jan 23, 2026 |
| First PREMIER Bank | History | No change | 2,020 | 115 | 0.03% | 0.03% | 158 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,993 | 113 | 0.0% | 0.0% | 159 | +57 | 2.94% | Q4 2025 | Feb 17, 2026 |
| Manchester Capital Management LLC | History | Added to | 1,810 | 102 | 0.01% | 0.01% | 160 | +220 | 13.84% | Q4 2025 | Feb 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,708 | 97 | 0.0% | 0.0% | 161 | -362 | -17.49% | Q4 2025 | Feb 12, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 1,556 | 88 | 0.0% | 0.0% | 162 | -1,461 | -48.43% | Q4 2025 | Feb 11, 2026 |
| AlphaCore Capital LLC | History | Added to | 1,510 | 85 | 0.0% | 0.0% | 163 | +350 | 30.17% | Q4 2025 | Feb 05, 2026 |
| Meramec Financial Planners, LLC | History | New | 1,478 | 80 | 0.03% | — | 164 | +1,478 | New | Q4 2025 | Feb 10, 2026 |
| Crewe Advisors LLC | History | New | 1,355 | 77 | 0.01% | — | 165 | +1,355 | New | Q4 2025 | Jan 16, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 1,175 | 66 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Spire Wealth Management | History | Reduced | 1,113 | 63 | 0.0% | 0.0% | 167 | -520 | -31.84% | Q4 2025 | Jan 14, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,060 | 60 | 0.0% | 0.0% | 168 | -34 | -3.11% | Q4 2025 | Jan 26, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 1,071 | 60 | 0.01% | 0.02% | 169 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Sound Income Strategies, LLC | History | Added to | 813 | 53 | 0.0% | 0.0% | 170 | +328 | 67.63% | Q4 2025 | Jan 21, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 845 | 48 | 0.0% | 0.0% | 171 | -75 | -8.15% | Q4 2025 | Feb 18, 2026 |
| BOKF, NA | History | No change | 784 | 44 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Clearstead Advisors, LLC | History | No change | 761 | 43 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Copia Wealth Management | History | Reduced | 707 | 40 | 0.03% | 0.05% | 174 | -299 | -29.72% | Q4 2025 | Feb 06, 2026 |
| Strategic Advocates LLC | History | Reduced | 672 | 38 | 0.01% | 0.01% | 175 | -79 | -10.52% | Q4 2025 | Feb 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 646 | 36 | 0.0% | 0.0% | 176 | -66 | -9.27% | Q4 2025 | Feb 10, 2026 |
| Asset Dedication, LLC | History | Added to | 643 | 36 | 0.0% | 0.0% | 177 | +2 | 0.31% | Q4 2025 | Jan 26, 2026 |
| Rossby Financial, LCC | History | No change | 643 | 36 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 626 | 35 | 0.01% | 0.01% | 179 | +4 | 0.64% | Q4 2025 | Jan 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 623 | 35 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 603 | 34 | 0.0% | 0.0% | 181 | -458 | -43.17% | Q4 2025 | Feb 09, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 613 | 34 | 0.0% | 0.0% | 182 | -151 | -19.76% | Q4 2025 | Jan 26, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 590 | 33 | 0.01% | 0.01% | 183 | +4 | 0.68% | Q4 2025 | Jan 27, 2026 |
| SIGNATUREFD, LLC | History | Added to | 565 | 32 | 0.0% | 0.0% | 184 | +265 | 88.33% | Q4 2025 | Jan 20, 2026 |
| Golden State Wealth Management, LLC | History | No change | 528 | 30 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 512 | 29 | 0.0% | 0.0% | 186 | +20 | 4.07% | Q4 2025 | Feb 13, 2026 |
| Ancora Advisors LLC | History | No change | 495 | 28 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GODSEY & GIBB, INC | History | No change | 442 | 25 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 432 | 24 | 0.0% | 0.0% | 189 | +82 | 23.43% | Q4 2025 | Feb 10, 2026 |
| Team Financial Group, LLC | History | Added to | 359 | 20 | 0.01% | 0.01% | 190 | +3 | 0.84% | Q4 2025 | Jan 13, 2026 |
| SJS Investment Consulting Inc. | History | No change | 368 | 20 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Elevated Capital Advisors, LLC | History | New | 349 | 19 | 0.0% | — | 192 | +349 | New | Q4 2025 | Jan 27, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 335 | 19 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Sunbelt Securities, Inc. | History | No change | 301 | 17 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Tidemark, LLC | History | Added to | 257 | 14 | 0.0% | 0.0% | 195 | +1 | 0.39% | Q4 2025 | Feb 10, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 212 | 12 | 0.0% | 0.0% | 198 | +2 | 0.95% | Q4 2025 | Feb 11, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 220 | 12 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Parallel Advisors, LLC | History | No change | 228 | 12 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MCF Advisors LLC | History | New | 200 | 11 | 0.0% | — | 199 | +200 | New | Q4 2025 | Feb 11, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 202 | 11 | 0.0% | 0.0% | 200 | -119 | -37.07% | Q4 2025 | Jan 13, 2026 |
| Financial Perspectives, Inc | History | No change | 203 | 11 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 192 | 10 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Strategic Wealth Advisors LLC | History | New | 175 | 9 | 0.01% | — | 204 | +175 | New | Q4 2025 | Feb 03, 2026 |
| Blue Trust, Inc. | History | No change | 163 | 9 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 139 | 8 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 143 | 8 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| BIRCHBROOK, INC. | History | No change | 150 | 8 | 0.0% | 0.01% | 207 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 126 | 7 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 123 | 6 | 0.0% | — | 211 | +123 | New | Q4 2025 | Feb 13, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 122 | 6 | 0.0% | — | 217 | +122 | New | Q4 2025 | Feb 19, 2026 |
| High Point Wealth Management, LLC | History | New | 119 | 6 | 0.01% | — | 216 | +119 | New | Q4 2025 | Jan 29, 2026 |
| Motiv8 Investments LLC | History | New | 100 | 6 | 0.0% | — | 214 | +100 | New | Q4 2025 | Feb 13, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 112 | 6 | 0.01% | 0.01% | 213 | +18 | 19.15% | Q4 2025 | Feb 13, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 118 | 6 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 116 | 6 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 121 | 6 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ball & Co Wealth Management Inc. | History | No change | 107 | 6 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Dunhill Financial, LLC | History | New | 100 | 5 | 0.0% | — | 222 | +100 | New | Q4 2025 | Jan 29, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 92 | 5 | 0.0% | — | 218 | +92 | New | Q4 2025 | Jan 20, 2026 |
| Advocate Investing Services LLC | History | New | 90 | 5 | 0.0% | — | 225 | +90 | New | Q4 2025 | Feb 12, 2026 |
| Westside Investment Management, Inc. | History | No change | 100 | 5 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Inlight Wealth Management, LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 90 | 5 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Nemes Rush Group LLC | History | No change | 101 | 5 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Kilter Group LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Strive Financial Group ,LLC | History | New | 83 | 4 | 0.0% | — | 228 | +83 | New | Q4 2025 | Feb 18, 2026 |
| Trust Co | History | New | 71 | 4 | 0.0% | — | 227 | +71 | New | Q4 2025 | Jan 15, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 75 | 4 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 60 | 3 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Root Financial Partners, LLC | History | Reduced | 49 | 2 | 0.0% | 0.0% | 233 | -54 | -52.43% | Q4 2025 | Feb 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 40 | 2 | 0.0% | — | 230 | +40 | New | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | No change | 49 | 2 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 41 | 2 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 25 | 1 | 0.0% | — | 241 | +25 | New | Q4 2025 | Feb 10, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 25 | 1 | 0.0% | 0.0% | 236 | -21 | -45.65% | Q4 2025 | Feb 12, 2026 |
| Smithfield Trust Co | History | No change | 25 | 1 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 11 | 1 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 18 | 1 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Larson Financial Group LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 24 | 1 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 29 | 1 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Concurrent Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.67% | — | -585,440 | -100.0% | Q3 2025 | Oct 27, 2025 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.08% | — | -98,045 | -100.0% | Q3 2025 | Nov 06, 2025 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Closed out | 0 | 0 | — | 0.35% | — | -88,906 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Almanack Investment Partners, LLC. | History | Closed out | 0 | 0 | — | 0.56% | — | -54,395 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Trilogy Capital Inc. | History | Closed out | 0 | 0 | — | 0.15% | — | -47,416 | -100.0% | Q3 2025 | Oct 24, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -41,984 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Q3 Asset Management | History | Closed out | 0 | 0 | — | 0.54% | — | -23,612 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Synergy Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -19,240 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Belvedere Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,499 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Maridea Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,649 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Quantum Portfolio Management LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,414 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Trek Financial, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,327 | -100.0% | Q3 2025 | Oct 31, 2025 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,205 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Edge Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -3,952 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,443 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Family Investment Center, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -3,273 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Oxinas Partners, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -3,252 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Apeiron RIA LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,220 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.01% | — | -3,078 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Advisors Preferred, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,019 | -100.0% | Q3 2025 | Nov 10, 2025 |
| SeaCrest Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,923 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,188 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CENTAURUS FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,146 | -100.0% | Q3 2025 | Nov 20, 2025 |
| Activest Wealth Management | History | Closed out | 0 | 0 | — | 0.02% | — | -1,200 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -737 | -100.0% | Q3 2025 | Nov 06, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -398 | -100.0% | Q3 2025 | Oct 21, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -290 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Groupe la Francaise | History | Closed out | 0 | 0 | — | 0.0% | — | -260 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Financial Life Planners | History | Closed out | 0 | 0 | — | 0.01% | — | -256 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Quaker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -245 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Wiser Advisor Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -184 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Glassman Wealth Services | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q3 2025 | Oct 10, 2025 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 16 | 0 | — | 0.0% | — | -2 | -11.11% | Q4 2025 | Feb 10, 2026 |
| Game Plan Financial Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 14, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 29, 2025 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 17 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cheviot Value Management, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Bogart Wealth, LLC | History | No change | 15 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Biltmore Family Office, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BlackRock, Inc. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |