EA Series Trust - BOXX
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 2,418,045 | 278,462 | 0.38% | 0.3% | 1 | +653,365 | 37.02% | Q4 2025 | Jan 08, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 605,971 | 69,747 | 0.13% | 0.13% | 2 | +1,219 | 0.2% | Q4 2025 | Mar 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 500,947 | 57,659 | 0.15% | 0.15% | 3 | +16,069 | 3.31% | Q4 2025 | Feb 05, 2026 |
| True Wealth Design, LLC | History | Added to | 476,286 | 54,820 | 16.07% | 15.98% | 4 | +16,924 | 3.68% | Q4 2025 | Jan 08, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | Added to | 409,364 | 47,117 | 18.88% | 12.92% | 5 | +169,969 | 71.0% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 384,371 | 44,241 | 0.05% | 0.05% | 6 | +67,728 | 21.39% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 340,951 | 39,243 | 0.04% | 0.03% | 7 | +84,209 | 32.8% | Q4 2025 | Feb 06, 2026 |
| ADAR1 Capital Management, LLC | History | No change | 337,125 | 38,803 | 2.85% | 3.61% | 8 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Ethos Financial Group, LLC | History | Added to | 317,941 | 36,595 | 2.7% | 2.72% | 9 | +13,401 | 4.4% | Q4 2025 | Jan 20, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 317,775 | 36,576 | 5.54% | 5.51% | 10 | +1,053 | 0.33% | Q4 2025 | Feb 11, 2026 |
| Cynosure Group, LLC | History | New | 307,597 | 35,404 | 3.6% | — | 11 | +307,597 | New | Q4 2025 | Feb 17, 2026 |
| Empowered Funds, LLC | History | Added to | 291,818 | 33,588 | 0.57% | 0.25% | 12 | +76,297 | 35.4% | Q4 2025 | Feb 18, 2026 |
| Opus Capital Group, LLC | History | Added to | 265,621 | 30,573 | 3.31% | 2.55% | 13 | +66,460 | 33.37% | Q4 2025 | Jan 30, 2026 |
| Whitcomb & Hess, Inc. | History | Added to | 252,178 | 29,071 | 6.86% | 6.68% | 14 | +24,052 | 10.54% | Q4 2025 | Jan 14, 2026 |
| Kalehua Capital Management LLC | History | New | 230,787 | 26,563 | 26.27% | — | 15 | +230,787 | New | Q4 2025 | Feb 13, 2026 |
| Bravias Capital Group, LLC | History | Reduced | 229,529 | 26,418 | 15.97% | 17.83% | 16 | -4,795 | -2.05% | Q4 2025 | Jan 29, 2026 |
| CWM, LLC | History | Reduced | 224,571 | 25,848 | 0.07% | 0.08% | 17 | -17,339 | -7.17% | Q4 2025 | Jan 26, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 206,622 | 23,782 | 2.27% | 2.28% | 18 | -932 | -0.45% | Q4 2025 | Jan 29, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | No change | 206,595 | 23,779 | 1.92% | 2.05% | 19 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 191,833 | 22,080 | 1.85% | 1.75% | 20 | +13,611 | 7.64% | Q4 2025 | Jan 12, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 184,540 | 21,240 | 1.43% | 1.91% | 21 | -52,246 | -22.06% | Q4 2025 | Jan 13, 2026 |
| Jain Global LLC | History | New | 181,455 | 20,885 | 0.1% | — | 22 | +181,455 | New | Q4 2025 | Feb 17, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 171,687 | 19,761 | 1.32% | 1.45% | 23 | -12,713 | -6.89% | Q4 2025 | Feb 20, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Added to | 145,348 | 16,729 | 3.94% | 3.86% | 24 | +7,388 | 5.36% | Q4 2025 | Feb 02, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 142,324 | 16,381 | 2.18% | 2.38% | 25 | +2,902 | 2.08% | Q4 2025 | Jan 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 140,957 | 16,224 | 0.04% | 0.04% | 26 | +19,730 | 16.28% | Q4 2025 | Feb 13, 2026 |
| Client First Investment Management LLC | History | Reduced | 139,757 | 16,086 | 8.44% | 9.54% | 27 | -24,456 | -14.89% | Q4 2025 | Feb 09, 2026 |
| Pinion Investment Advisors, LLC | History | Added to | 127,757 | 14,704 | 3.59% | 3.13% | 28 | +27,508 | 27.44% | Q4 2025 | Jan 29, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 125,336 | 14,426 | 1.27% | 1.38% | 29 | -11,120 | -8.15% | Q4 2025 | Feb 06, 2026 |
| IHT Wealth Management, LLC | History | Added to | 115,168 | 13,274 | 0.32% | 0.27% | 30 | +21,142 | 22.49% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 109,765 | 12,633 | 0.14% | 0.03% | 31 | +89,713 | 447.4% | Q4 2025 | Jan 23, 2026 |
| ROYAL BANK OF CANADA | History | New | 109,398 | 12,592 | 0.0% | — | 32 | +109,398 | New | Q4 2025 | Feb 17, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 108,069 | 12,439 | 0.76% | 0.79% | 33 | -2,496 | -2.26% | Q4 2025 | Feb 13, 2026 |
| Stokes Family Office, LLC | History | Reduced | 107,842 | 12,412 | 1.14% | 1.23% | 34 | -5,542 | -4.89% | Q4 2025 | Feb 18, 2026 |
| Private Advisory Group LLC | History | Added to | 107,150 | 12,332 | 0.97% | 0.02% | 35 | +104,908 | 4679.21% | Q4 2025 | Jan 15, 2026 |
| Allen Capital Group, LLC | History | Added to | 103,633 | 11,928 | 1.09% | 0.96% | 36 | +14,238 | 15.93% | Q4 2025 | Feb 09, 2026 |
| Aspect Partners, LLC | History | Added to | 103,155 | 11,873 | 5.2% | 5.25% | 37 | +1,535 | 1.51% | Q4 2025 | Jan 23, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 96,749 | 11,135 | 0.16% | 0.13% | 38 | +23,383 | 31.87% | Q4 2025 | Feb 09, 2026 |
| Castellan Group | History | Added to | 96,076 | 11,058 | 1.39% | 0.14% | 39 | +87,576 | 1030.31% | Q4 2025 | Jan 23, 2026 |
| Ferguson Shapiro LLC | History | Reduced | 88,437 | 10,179 | 3.13% | 3.73% | 40 | -12,639 | -12.5% | Q4 2025 | Jan 26, 2026 |
| Mutual Advisors, LLC | History | Reduced | 85,217 | 9,808 | 0.21% | 0.23% | 41 | -4,598 | -5.12% | Q4 2025 | Feb 02, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 84,648 | 9,742 | 0.01% | 0.01% | 42 | +13,975 | 19.77% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 82,722 | 9,521 | 0.04% | 0.06% | 43 | -18,675 | -18.42% | Q4 2025 | Feb 17, 2026 |
| Teamwork Financial Advisors, LLC | History | Added to | 77,752 | 8,949 | 0.9% | 0.03% | 44 | +75,383 | 3182.06% | Q4 2025 | Jan 09, 2026 |
| Longview Financial Advisors, Inc. | History | Added to | 74,751 | 8,603 | 5.85% | 5.59% | 45 | +5,892 | 8.56% | Q4 2025 | Feb 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 73,352 | 8,442 | 0.01% | 0.01% | 46 | +18,017 | 32.56% | Q4 2025 | Feb 12, 2026 |
| NWAM LLC | History | Reduced | 71,984 | 8,309 | 0.46% | 0.45% | 47 | -258 | -0.36% | Q4 2025 | Feb 04, 2026 |
| Avondale Wealth Management | History | Reduced | 69,649 | 8,016 | 4.12% | 4.67% | 48 | -7,406 | -9.61% | Q4 2025 | Feb 17, 2026 |
| Gradient Investments LLC | History | Added to | 69,295 | 7,975 | 0.13% | 0.09% | 49 | +20,363 | 41.61% | Q4 2025 | Jan 08, 2026 |
| Innova Wealth Partners | History | Reduced | 68,535 | 7,888 | 3.98% | 4.32% | 50 | -1,785 | -2.54% | Q4 2025 | Jan 07, 2026 |
| Weaver Consulting Group | History | Reduced | 67,794 | 7,803 | 1.91% | 2.3% | 51 | -11,766 | -14.79% | Q4 2025 | Feb 10, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 65,396 | 7,527 | 0.05% | 0.04% | 52 | +20,607 | 46.01% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 65,359 | 7,522 | 0.0% | 0.0% | 53 | +6,756 | 11.53% | Q4 2025 | Feb 10, 2026 |
| Black Swift Group, LLC | History | Added to | 60,025 | 6,908 | 1.15% | 1.14% | 54 | +3,020 | 5.3% | Q4 2025 | Feb 10, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 59,606 | 6,860 | 0.04% | 0.04% | 55 | +3,675 | 6.57% | Q4 2025 | Jan 29, 2026 |
| Altiora Financial Group, LLC | History | New | 57,645 | 6,634 | 1.14% | — | 56 | +57,645 | New | Q4 2025 | Feb 12, 2026 |
| EPACRIA CAPITAL PARTNERS, LLC | History | Added to | 57,630 | 6,633 | 5.25% | 5.32% | 57 | +64 | 0.11% | Q4 2025 | Feb 17, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Added to | 56,120 | 6,459 | 2.13% | 1.34% | 58 | +23,729 | 73.26% | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 53,915 | 6,206 | 0.01% | 0.01% | 59 | +2,961 | 5.81% | Q4 2025 | Feb 11, 2026 |
| Brookstone Capital Management | History | Added to | 52,124 | 5,999 | 0.07% | 0.06% | 60 | +4,561 | 9.59% | Q4 2025 | Jan 15, 2026 |
| Astra Wealth Partners LLC | History | Added to | 51,881 | 5,971 | 3.51% | 2.33% | 61 | +21,171 | 68.94% | Q4 2025 | Feb 02, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Added to | 50,598 | 5,823 | 2.71% | 2.56% | 62 | +6,767 | 15.44% | Q4 2025 | Jan 26, 2026 |
| Pearl Planning LLC | History | New | 49,163 | 5,658 | 3.46% | — | 63 | +49,163 | New | Q4 2025 | Feb 03, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 48,479 | 5,579 | 0.01% | 0.0% | 64 | +36,142 | 292.96% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 48,115 | 5,538 | 0.01% | 0.01% | 65 | -5,108 | -9.6% | Q4 2025 | Feb 02, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 47,793 | 5,500 | 0.34% | 0.32% | 66 | +5,089 | 11.92% | Q4 2025 | Feb 17, 2026 |
| TopTier Wealth Management, LLC | History | New | 46,529 | 5,355 | 3.64% | — | 67 | +46,529 | New | Q4 2025 | Feb 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 46,155 | 5,312 | 0.04% | 0.0% | 68 | +43,150 | 1435.94% | Q4 2025 | Feb 18, 2026 |
| Apeiron RIA LLC | History | Added to | 45,812 | 5,290 | 1.07% | 0.46% | 69 | +27,695 | 152.87% | Q4 2025 | Feb 03, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | Reduced | 45,510 | 5,238 | 3.05% | 5.64% | 70 | -37,110 | -44.92% | Q4 2025 | Jan 28, 2026 |
| World Investment Advisors | History | Reduced | 44,429 | 5,113 | 0.08% | 0.11% | 71 | -2,069 | -4.45% | Q4 2025 | Mar 12, 2026 |
| ATLas Financial Planning LLC | History | New | 43,761 | 5,036 | 4.94% | — | 72 | +43,761 | New | Q4 2025 | Feb 17, 2026 |
| Transcendent Capital Group LLC | History | Added to | 43,579 | 5,015 | 2.27% | 0.53% | 73 | +33,256 | 322.15% | Q4 2025 | Jan 26, 2026 |
| Able Wealth Management LLC | History | Added to | 43,510 | 5,008 | 1.58% | 0.93% | 74 | +21,695 | 99.45% | Q4 2025 | Jan 27, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Added to | 42,588 | 4,901 | 0.55% | 0.27% | 75 | +22,212 | 109.01% | Q4 2025 | Jan 14, 2026 |
| RHS Financial, LLC | History | Added to | 41,244 | 4,747 | 2.32% | 2.04% | 76 | +6,637 | 19.18% | Q4 2025 | Jan 16, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 39,861 | 4,588 | 0.29% | 0.3% | 77 | +210 | 0.53% | Q4 2025 | Feb 05, 2026 |
| Main Street Group, LTD | History | Added to | 39,664 | 4,565 | 1.57% | 0.9% | 78 | +12,772 | 47.49% | Q4 2025 | Jan 26, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 39,633 | 4,561 | 0.05% | 0.1% | 79 | -55,875 | -58.5% | Q4 2025 | Feb 13, 2026 |
| Invst, LLC | History | Added to | 38,715 | 4,456 | 0.48% | 0.43% | 80 | +5,405 | 16.23% | Q4 2025 | Feb 11, 2026 |
| Sippican Capital Advisors | History | Added to | 38,628 | 4,446 | 2.86% | 1.33% | 81 | +20,990 | 119.0% | Q4 2025 | Jan 23, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 38,186 | 4,395 | 0.72% | 0.89% | 82 | -7,552 | -16.51% | Q4 2025 | Feb 06, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 38,007 | 4,374 | 0.57% | 0.66% | 83 | -5,220 | -12.08% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 37,964 | 4,368 | 0.01% | 0.01% | 84 | +14,655 | 62.87% | Q4 2025 | Feb 05, 2026 |
| Hershey Financial Advisers, LLC | History | Reduced | 37,950 | 4,368 | 3.69% | 3.83% | 85 | -1,267 | -3.23% | Q4 2025 | Feb 18, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 37,614 | 4,329 | 1.69% | 1.73% | 86 | -1,032 | -2.67% | Q4 2025 | Feb 13, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 36,868 | 4,243 | 0.4% | 0.25% | 87 | +20,068 | 119.45% | Q4 2025 | Jan 22, 2026 |
| Seed Wealth Management, Inc. | History | Added to | 36,556 | 4,207 | 2.9% | 2.68% | 88 | +2,511 | 7.38% | Q4 2025 | Jan 21, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 35,764 | 4,116 | 0.75% | 0.7% | 89 | +4,828 | 15.61% | Q4 2025 | Feb 10, 2026 |
| ENZI WEALTH | History | Added to | 34,903 | 4,024 | 1.42% | 1.25% | 90 | +3,775 | 12.13% | Q4 2025 | Jan 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 34,781 | 4,003 | 0.02% | 0.02% | 91 | +4,334 | 14.23% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 34,433 | 3,963 | 0.01% | 0.01% | 92 | -14,598 | -29.77% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Added to | 33,734 | 3,882 | 0.04% | 0.03% | 93 | +9,689 | 40.3% | Q4 2025 | Feb 05, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Added to | 32,845 | 3,780 | 0.61% | 0.28% | 94 | +19,305 | 142.58% | Q4 2025 | Jan 26, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 32,797 | 3,774 | 0.05% | 0.02% | 95 | +16,222 | 97.87% | Q4 2025 | Jan 29, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 31,840 | 3,664 | 0.1% | 0.05% | 96 | +14,253 | 81.04% | Q4 2025 | Jan 23, 2026 |
| Hill Investment Group Partners, LLC | History | Added to | 31,341 | 3,607 | 0.43% | 0.31% | 97 | +8,743 | 38.69% | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Reduced | 31,327 | 3,605 | 0.06% | 0.06% | 98 | -215 | -0.68% | Q4 2025 | Feb 09, 2026 |
| BEACON FINANCIAL GROUP | History | New | 31,242 | 3,595 | 0.36% | — | 99 | +31,242 | New | Q4 2025 | Apr 01, 2026 |
| Quantinno Capital Management LP | History | Added to | 30,806 | 3,545 | 0.01% | 0.01% | 100 | +13,104 | 74.03% | Q4 2025 | Feb 17, 2026 |
| BWM Planning, LLC | History | Added to | 30,520 | 3,512 | 0.94% | 1.03% | 101 | +26 | 0.09% | Q4 2025 | Jan 14, 2026 |
| Wealth Management Nebraska | History | Added to | 30,322 | 3,490 | 0.4% | 0.39% | 102 | +1,939 | 6.83% | Q4 2025 | Jan 28, 2026 |
| BXM Wealth LLC | History | Added to | 294,667 | 3,249 | 2.51% | 0.58% | 103 | +287,172 | 3831.51% | Q4 2025 | Jan 20, 2026 |
| GK Wealth Management LLC | History | Reduced | 27,967 | 3,219 | 2.13% | 2.34% | 104 | -190 | -0.67% | Q4 2025 | Jan 05, 2026 |
| Vise Technologies, Inc. | History | Added to | 27,518 | 3,167 | 0.06% | 0.02% | 105 | +22,260 | 423.35% | Q4 2025 | Feb 11, 2026 |
| Well Done, LLC | History | Added to | 27,449 | 3,159 | 0.47% | 0.41% | 106 | +6,278 | 29.65% | Q4 2025 | Jan 13, 2026 |
| Belpointe Asset Management LLC | History | Added to | 27,348 | 3,147 | 0.11% | 0.07% | 107 | +10,469 | 62.02% | Q4 2025 | Jan 27, 2026 |
| HB Wealth Management, LLC | History | Reduced | 27,151 | 3,125 | 0.02% | 0.03% | 108 | -8,594 | -24.04% | Q4 2025 | Jan 28, 2026 |
| BlackDiamond Wealth Management, LLC | History | Reduced | 26,284 | 3,038 | 1.48% | 2.02% | 109 | -6,305 | -19.35% | Q4 2025 | Feb 10, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 25,655 | 2,952 | 0.0% | 0.0% | 110 | +5,080 | 24.69% | Q4 2025 | Feb 13, 2026 |
| IEQ CAPITAL, LLC | History | New | 25,599 | 2,946 | 0.01% | — | 111 | +25,599 | New | Q4 2025 | Feb 13, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 25,529 | 2,938 | 0.1% | 0.1% | 112 | -7 | -0.03% | Q4 2025 | Jan 12, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 23,328 | 2,685 | 0.23% | 0.21% | 113 | -1,000 | -4.11% | Q4 2025 | Jan 27, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | New | 23,135 | 2,662 | 0.03% | — | 114 | +23,135 | New | Q4 2025 | Feb 09, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 23,012 | 2,648 | 0.08% | 0.08% | 115 | -438 | -1.87% | Q4 2025 | Jan 09, 2026 |
| LifeGoal Investments, LLC | History | Added to | 21,551 | 2,508 | 1.67% | 0.33% | 116 | +18,086 | 521.96% | Q4 2025 | Jan 15, 2026 |
| Schiavi & Co LLC | History | Added to | 19,374 | 2,230 | 0.72% | 0.34% | 117 | +10,374 | 115.27% | Q4 2025 | Feb 13, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 19,350 | 2,227 | 0.07% | 0.09% | 118 | -2,742 | -12.41% | Q4 2025 | Jan 14, 2026 |
| Freedom Day Solutions, LLC | History | No change | 19,000 | 2,186 | 0.59% | 0.59% | 119 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 18,931 | 2,178 | 0.04% | 0.04% | 120 | +2,577 | 15.76% | Q4 2025 | Jan 14, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 18,599 | 2,140 | 0.04% | 0.04% | 121 | +3,807 | 25.74% | Q4 2025 | Feb 03, 2026 |
| Elevated Financial Group LLC | History | New | 18,329 | 2,109 | 0.73% | — | 122 | +18,329 | New | Q4 2025 | Jan 29, 2026 |
| Friedenthal Financial | History | New | 18,169 | 2,091 | 1.08% | — | 123 | +18,169 | New | Q4 2025 | Jan 27, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 18,118 | 2,085 | 0.01% | 0.01% | 124 | +1,445 | 8.67% | Q4 2025 | Jan 27, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 18,052 | 2,077 | 0.02% | 0.01% | 125 | -3,714 | -17.06% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 17,892 | 2,059 | 0.0% | 0.0% | 126 | -5,232 | -22.63% | Q4 2025 | Feb 11, 2026 |
| Sowell Financial Services LLC | History | New | 17,503 | 2,014 | 0.07% | — | 127 | +17,503 | New | Q4 2025 | Jan 21, 2026 |
| UBS Group AG | History | New | 17,400 | 2,002 | 0.0% | — | 128 | +17,400 | New | Q4 2025 | Jan 29, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 17,299 | 1,991 | 0.09% | 0.13% | 129 | -6,224 | -26.46% | Q4 2025 | Feb 10, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 17,098 | 1,967 | 0.45% | 0.18% | 130 | +10,556 | 161.36% | Q4 2025 | Jan 28, 2026 |
| Morse Asset Management, Inc | History | Added to | 17,072 | 1,964 | 0.39% | 0.27% | 131 | +5,072 | 42.27% | Q4 2025 | Feb 03, 2026 |
| Focus Partners Wealth | History | Added to | 16,944 | 1,950 | 0.0% | 0.0% | 132 | +263 | 1.58% | Q4 2025 | Feb 13, 2026 |
| Sherman Wealth Management LLC | History | New | 16,460 | 1,894 | 1.65% | — | 133 | +16,460 | New | Q4 2025 | Jan 15, 2026 |
| RESOLUTE CAPITAL, LLC | History | New | 15,755 | 1,813 | 0.76% | — | 134 | +15,755 | New | Q4 2025 | Feb 10, 2026 |
| Integrity Investment Advisors, LLC | History | Added to | 15,621 | 1,797 | 0.99% | 1.12% | 135 | +734 | 4.93% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 15,033 | 1,730 | 0.0% | 0.0% | 136 | +10,226 | 212.73% | Q4 2025 | Feb 17, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | New | 15,000 | 1,726 | 0.01% | — | 137 | +15,000 | New | Q4 2025 | Feb 12, 2026 |
| Wedmont Private Capital | History | Added to | 14,864 | 1,711 | 0.06% | 0.01% | 138 | +11,341 | 321.91% | Q4 2025 | Jan 08, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 14,807 | 1,704 | 1.01% | 0.94% | 139 | +1,304 | 9.66% | Q4 2025 | Feb 09, 2026 |
| Robertson Stephens Wealth Management, LLC | History | New | 14,650 | 1,686 | 0.04% | — | 140 | +14,650 | New | Q4 2025 | Feb 02, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 14,444 | 1,662 | 0.1% | 0.1% | 141 | +154 | 1.08% | Q4 2025 | Feb 17, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 14,080 | 1,620 | 0.04% | 0.05% | 142 | -1,982 | -12.34% | Q4 2025 | Feb 13, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Added to | 13,589 | 1,564 | 1.28% | 0.64% | 143 | +6,920 | 103.76% | Q4 2025 | Feb 03, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 13,426 | 1,545 | 0.05% | 0.03% | 144 | +6,574 | 95.94% | Q4 2025 | Feb 12, 2026 |
| Redwood Family Wealth LLC | History | New | 13,019 | 1,498 | 1.47% | — | 145 | +13,019 | New | Q4 2025 | Mar 06, 2026 |
| Valley Financial Group, Inc. | History | Reduced | 12,757 | 1,468 | 0.82% | 0.87% | 147 | -800 | -5.9% | Q4 2025 | Feb 18, 2026 |
| SFI Advisors, LLC | History | Reduced | 12,760 | 1,468 | 0.94% | 0.93% | 146 | -17 | -0.13% | Q4 2025 | Feb 11, 2026 |
| OneAscent Wealth Management LLC | History | Added to | 12,607 | 1,451 | 0.48% | 0.09% | 148 | +10,268 | 438.99% | Q4 2025 | Feb 11, 2026 |
| Revisor Wealth Management LLC | History | Added to | 12,493 | 1,439 | 0.39% | 0.23% | 149 | +6,575 | 111.1% | Q4 2025 | Jan 27, 2026 |
| Dynamic Financial Group | History | New | 12,433 | 1,431 | 1.22% | — | 150 | +12,433 | New | Q4 2025 | Jan 26, 2026 |
| ETF Store, Inc. | History | Reduced | 12,086 | 1,391 | 1.42% | 1.47% | 151 | -124 | -1.02% | Q4 2025 | Jan 22, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 12,025 | 1,384 | 0.0% | 0.0% | 152 | +10,125 | 532.89% | Q4 2025 | Feb 17, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 11,543 | 1,328 | 0.28% | 0.3% | 153 | +1,319 | 12.9% | Q4 2025 | Feb 13, 2026 |
| Smart Money Group LLC | History | Reduced | 11,196 | 1,288 | 0.38% | 0.38% | 154 | -33 | -0.29% | Q4 2025 | Jan 30, 2026 |
| MORGAN STANLEY | History | Reduced | 11,128 | 1,280 | 0.0% | 0.0% | 155 | -301 | -2.63% | Q4 2025 | Feb 13, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | Added to | 11,038 | 1,270 | 0.49% | 0.47% | 156 | +1,405 | 14.59% | Q4 2025 | Feb 04, 2026 |
| United Advisor Group, LLC | History | Added to | 10,972 | 1,262 | 0.16% | 0.16% | 157 | +431 | 4.09% | Q4 2025 | Jan 26, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Reduced | 10,880 | 1,252 | 0.3% | 0.34% | 158 | -2,228 | -17.0% | Q4 2025 | Feb 13, 2026 |
| Swan Global Investments, LLC | History | Reduced | 10,800 | 1,243 | 0.04% | 0.04% | 159 | -1,900 | -14.96% | Q4 2025 | Feb 11, 2026 |
| SEEDS INVESTOR LLC | History | Reduced | 10,748 | 1,237 | 0.24% | 0.3% | 160 | -1,549 | -12.6% | Q4 2025 | Jan 27, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Added to | 10,629 | 1,223 | 0.26% | 0.16% | 161 | +4,372 | 69.87% | Q4 2025 | Jan 20, 2026 |
| SVRN Asset Management, LLC | History | New | 10,541 | 1,213 | 1.0% | — | 162 | +10,541 | New | Q4 2025 | Feb 13, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 9,731 | 1,120 | 0.33% | 0.34% | 163 | +906 | 10.27% | Q4 2025 | Jan 15, 2026 |
| Busey Bank | History | No change | 9,600 | 1,104 | 0.03% | 0.03% | 164 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Landing Point Financial Group, LLC | History | Reduced | 9,588 | 1,103 | 0.55% | 0.62% | 165 | -864 | -8.27% | Q4 2025 | Feb 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 9,486 | 1,091 | 0.01% | 0.01% | 167 | +6,199 | 188.59% | Q4 2025 | Jan 29, 2026 |
| Kesler, Norman & Wride, LLC | History | Added to | 9,482 | 1,091 | 0.19% | 0.17% | 166 | +1,795 | 23.35% | Q4 2025 | Feb 10, 2026 |
| Root Financial Partners, LLC | History | No change | 9,308 | 1,071 | 0.05% | 0.07% | 168 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Encompass More Asset Management | History | Added to | 9,172 | 1,055 | 0.19% | 0.11% | 169 | +4,291 | 87.91% | Q4 2025 | Feb 03, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 9,087 | 1,045 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| 55 North Private Wealth, LLC | History | New | 8,924 | 1,027 | 0.27% | — | 171 | +8,924 | New | Q4 2025 | Jan 27, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 8,859 | 1,019 | 0.0% | 0.0% | 172 | -441 | -4.74% | Q4 2025 | Feb 11, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 8,850 | 1,018 | 0.17% | 0.17% | 173 | +750 | 9.26% | Q4 2025 | Jan 12, 2026 |
| &PARTNERS | History | Added to | 8,764 | 1,008 | 0.01% | 0.0% | 174 | +7,167 | 448.78% | Q4 2025 | Feb 17, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 8,705 | 1,001 | 0.01% | 0.01% | 175 | -900 | -9.37% | Q4 2025 | Feb 05, 2026 |
| Marex Group plc | History | Added to | 8,600 | 989 | 0.01% | 0.01% | 177 | +800 | 10.26% | Q4 2025 | Feb 12, 2026 |
| RFG Advisory, LLC | History | Reduced | 8,600 | 989 | 0.02% | 0.02% | 176 | -693 | -7.46% | Q4 2025 | Feb 03, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 8,588 | 988 | 0.05% | 0.03% | 178 | +2,292 | 36.4% | Q4 2025 | Feb 13, 2026 |
| RIA Advisory Group LLC | History | Reduced | 8,566 | 985 | 0.24% | 0.32% | 179 | -2,401 | -21.89% | Q4 2025 | Feb 02, 2026 |
| Straight Path Wealth Management | History | Added to | 8,514 | 979 | 0.26% | 0.2% | 180 | +2,130 | 33.36% | Q4 2025 | Feb 11, 2026 |
| Plan Group Financial, LLC | History | Added to | 8,350 | 961 | 0.25% | 0.07% | 181 | +6,189 | 286.4% | Q4 2025 | Feb 03, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | No change | 8,170 | 940 | 0.1% | 0.11% | 182 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Composition Wealth, LLC | History | New | 8,009 | 921 | 0.01% | — | 183 | +8,009 | New | Q4 2025 | Feb 02, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 7,915 | 911 | 0.05% | 0.06% | 184 | -958 | -10.8% | Q4 2025 | Feb 10, 2026 |
| Jessup Wealth Management, Inc | History | No change | 7,675 | 883 | 0.29% | 0.33% | 185 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Magnolia Private Wealth, LLC | History | Reduced | 7,658 | 881 | 0.62% | 0.75% | 186 | -1,306 | -14.57% | Q4 2025 | Feb 06, 2026 |
| CLG LLC | History | Added to | 7,572 | 871 | 0.22% | 0.23% | 187 | +278 | 3.81% | Q4 2025 | Jan 15, 2026 |
| SHP Wealth Management | History | New | 7,546 | 868 | 0.07% | — | 188 | +7,546 | New | Q4 2025 | Mar 04, 2026 |
| Vestment Financial LLC | History | Added to | 7,465 | 860 | 0.45% | 0.46% | 189 | +344 | 4.83% | Q4 2025 | Jan 23, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 7,188 | 827 | 0.04% | 0.05% | 190 | -674 | -8.57% | Q4 2025 | Jan 12, 2026 |
| JPL Wealth Management, LLC | History | Added to | 7,126 | 820 | 0.2% | 0.0% | 191 | +7,090 | 19694.44% | Q4 2025 | Feb 12, 2026 |
| Almanack Investment Partners, LLC. | History | Reduced | 7,083 | 815 | 0.14% | 0.16% | 192 | -1,816 | -20.41% | Q4 2025 | Jan 29, 2026 |
| Kilter Group LLC | History | Reduced | 7,083 | 815 | 0.36% | 0.45% | 193 | -1,243 | -14.93% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 7,080 | 814 | 0.06% | 0.06% | 194 | +800 | 12.74% | Q4 2025 | Jan 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 7,050 | 811 | 0.02% | 0.02% | 195 | -1,203 | -14.58% | Q4 2025 | Feb 09, 2026 |
| Cetera Investment Advisers | History | Reduced | 6,954 | 800 | 0.0% | 0.0% | 196 | -138 | -1.95% | Q4 2025 | Feb 17, 2026 |
| Independence Wealth Advisors, LLC | History | New | 6,796 | 782 | 0.44% | — | 197 | +6,796 | New | Q4 2025 | Jan 09, 2026 |
| Kane Co Wealth Management, Inc. | History | New | 6,552 | 754 | 0.66% | — | 198 | +6,552 | New | Q4 2025 | Feb 05, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 6,496 | 747 | 0.02% | 0.02% | 199 | +5 | 0.08% | Q4 2025 | Feb 17, 2026 |
| Optivise Advisory Services LLC | History | Reduced | 6,423 | 739 | 0.43% | 0.44% | 200 | -31 | -0.48% | Q4 2025 | Jan 12, 2026 |
| Meridian Wealth Management, LLC | History | New | 6,404 | 737 | 0.03% | — | 201 | +6,404 | New | Q4 2025 | Feb 04, 2026 |
| Fermata Advisors, LLC | History | Reduced | 6,391 | 735 | 0.18% | 0.22% | 202 | -1,345 | -17.39% | Q4 2025 | Jan 08, 2026 |
| Detalus Advisors, LLC | History | Reduced | 6,332 | 728 | 0.18% | 0.19% | 203 | -78 | -1.22% | Q4 2025 | Feb 03, 2026 |
| Corient Private Wealth LLC | History | New | 6,195 | 713 | 0.0% | — | 205 | +6,195 | New | Q4 2025 | Mar 09, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 6,197 | 713 | 0.01% | 0.0% | 204 | +2,643 | 74.37% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | New | 6,074 | 699 | 0.0% | — | 206 | +6,074 | New | Q4 2025 | Feb 18, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 6,074 | 699 | 0.06% | 0.09% | 207 | -531 | -8.04% | Q4 2025 | Feb 11, 2026 |
| BIP Wealth, LLC | History | Added to | 5,548 | 638 | 0.02% | 0.03% | 208 | +739 | 15.37% | Q4 2025 | Jan 21, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 5,512 | 634 | 0.13% | 0.09% | 209 | +1,789 | 48.05% | Q4 2025 | Jan 15, 2026 |
| QUANTIFY CHAOS ADVISORS, LLC | History | New | 5,451 | 627 | 1.9% | — | 210 | +5,451 | New | Q4 2025 | Feb 06, 2026 |
| Golden State Equity Partners | History | Reduced | 5,425 | 624 | 0.1% | 0.11% | 211 | -250 | -4.41% | Q4 2025 | Jan 29, 2026 |
| Nicholas Wealth, LLC. | History | Added to | 5,187 | 597 | 0.4% | 0.17% | 212 | +3,168 | 156.91% | Q4 2025 | Feb 17, 2026 |
| TME FINANCIAL, INC. | History | Reduced | 5,108 | 587 | 0.41% | 0.44% | 213 | -40 | -0.78% | Q4 2025 | Jan 27, 2026 |
| Claro Advisors Inc. | History | New | 5,074 | 583 | 0.08% | — | 214 | +5,074 | New | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 5,023 | 578 | 0.0% | 0.0% | 215 | +1,890 | 60.33% | Q4 2025 | Feb 18, 2026 |
| Formidable Asset Management, LLC | History | Added to | 4,825 | 549 | 0.08% | 0.07% | 216 | +1,121 | 30.26% | Q4 2025 | Jan 16, 2026 |
| Mattson Financial Services, LLC | History | Added to | 4,769 | 548 | 0.13% | 0.1% | 217 | +1,010 | 26.87% | Q4 2025 | Feb 12, 2026 |
| Safe Harbor Wealth Advisors, LLC | History | New | 4,732 | 547 | 0.53% | — | 218 | +4,732 | New | Q4 2025 | Feb 13, 2026 |
| E6 Portfolios, LLC | History | New | 4,558 | 524 | 0.6% | — | 219 | +4,558 | New | Q4 2025 | Feb 13, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 4,402 | 506 | 0.18% | 0.2% | 220 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 4,364 | 502 | 0.0% | 0.0% | 221 | -238 | -5.17% | Q4 2025 | Feb 10, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 4,185 | 481 | 0.04% | 0.04% | 222 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Luminist Capital LLC | History | Added to | 4,114 | 473 | 0.58% | 0.05% | 223 | +3,582 | 673.31% | Q4 2025 | Feb 13, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 4,043 | 465 | 0.05% | 0.03% | 224 | +1,417 | 53.96% | Q4 2025 | Jan 20, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 4,045 | 465 | 0.03% | 0.03% | 225 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Paladin Wealth, LLC | History | Added to | 3,962 | 456 | 0.31% | 0.22% | 226 | +1,348 | 51.57% | Q4 2025 | Jan 15, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 3,897 | 448 | 0.01% | 0.03% | 227 | -3,529 | -47.52% | Q4 2025 | Jan 20, 2026 |
| Forum Financial Management, LP | History | No change | 3,773 | 434 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Sovran Advisors, LLC | History | Reduced | 3,655 | 421 | 0.04% | 0.04% | 229 | -812 | -18.18% | Q4 2025 | Jan 20, 2026 |
| McMill Wealth Management | History | Added to | 3,658 | 421 | 0.12% | 0.12% | 230 | +20 | 0.55% | Q4 2025 | Feb 23, 2026 |
| Creative Planning | History | New | 3,615 | 416 | 0.0% | — | 231 | +3,615 | New | Q4 2025 | Feb 17, 2026 |
| Yoder Wealth Management, Inc. | History | New | 3,600 | 414 | 0.19% | — | 232 | +3,600 | New | Q4 2025 | Jan 22, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 3,604 | 414 | 0.21% | 0.22% | 233 | +4 | 0.11% | Q4 2025 | Feb 06, 2026 |
| ZEGA Investments, LLC | History | Reduced | 3,567 | 410 | 0.05% | 0.06% | 234 | -392 | -9.9% | Q4 2025 | Jan 27, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 3,529 | 405 | 0.03% | 0.03% | 235 | +349 | 10.97% | Q4 2025 | Jan 15, 2026 |
| Perigon Wealth Management, LLC | History | New | 3,511 | 404 | 0.01% | — | 236 | +3,511 | New | Q4 2025 | Jan 16, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 3,267 | 376 | 0.03% | 0.03% | 237 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Compound Planning, Inc. | History | Added to | 3,169 | 364 | 0.01% | 0.01% | 238 | +839 | 36.01% | Q4 2025 | Feb 19, 2026 |
| Lavaca Capital LLC | History | Reduced | 3,112 | 358 | 0.06% | 0.07% | 239 | -209 | -6.29% | Q4 2025 | Feb 13, 2026 |
| KKM Financial LLC | History | Added to | 3,066 | 352 | 0.06% | 0.09% | 240 | +405 | 15.22% | Q4 2025 | Feb 18, 2026 |
| IPG Investment Advisors LLC | History | Reduced | 3,037 | 349 | 0.06% | 0.06% | 241 | -130 | -4.1% | Q4 2025 | Feb 09, 2026 |
| Vontobel Holding Ltd. | History | No change | 3,000 | 345 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Fielder Capital Group LLC | History | Reduced | 2,905 | 334 | 0.07% | 0.09% | 243 | -476 | -14.08% | Q4 2025 | Feb 10, 2026 |
| XY Planning Network, Inc. | History | Added to | 2,813 | 323 | 0.06% | 0.09% | 244 | +557 | 24.69% | Q4 2025 | Jan 26, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 2,800 | 322 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q4 2025 | Mar 25, 2026 |
| IFP Advisors, Inc | History | No change | 2,682 | 308 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 2,630 | 302 | 0.03% | 0.04% | 247 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Quadrant Private Wealth Management, LLC | History | New | 2,616 | 301 | 0.05% | — | 248 | +2,616 | New | Q4 2025 | Jan 26, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 2,600 | 299 | 0.03% | 0.03% | 249 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Reduced | 2,533 | 291 | 0.1% | 0.11% | 250 | -320 | -11.22% | Q4 2025 | Feb 06, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 2,500 | 289 | 0.07% | 0.07% | 251 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 2,501 | 287 | 0.01% | 0.03% | 252 | -2,173 | -46.49% | Q4 2025 | Jan 28, 2026 |
| MKT Advisors LLC | History | No change | 2,493 | 286 | 0.1% | 0.11% | 253 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| MATHER GROUP, LLC. | History | New | 2,394 | 275 | 0.0% | — | 254 | +2,394 | New | Q4 2025 | Jan 13, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 2,303 | 265 | 0.01% | 0.01% | 255 | -6 | -0.26% | Q4 2025 | Jan 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 2,239 | 257 | 0.0% | — | 256 | +2,239 | New | Q4 2025 | Feb 18, 2026 |
| Hummer Financial Advisory Services Inc | History | No change | 2,200 | 253 | 0.18% | 0.18% | 257 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Brown Financial Advisors | History | New | 2,110 | 242 | 0.09% | — | 258 | +2,110 | New | Q4 2025 | Feb 17, 2026 |
| Revolve Wealth Partners, LLC | History | New | 2,020 | 232 | 0.03% | — | 259 | +2,020 | New | Q4 2025 | Jan 20, 2026 |
| T3 Companies, LLC | History | New | 2,000 | 230 | 0.29% | — | 261 | +2,000 | New | Q4 2025 | Feb 11, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 2,000 | 230 | 0.08% | 0.1% | 260 | -206 | -9.34% | Q4 2025 | Jan 08, 2026 |
| Atlantic Private Wealth, LLC | History | Added to | 1,984 | 228 | 0.15% | 0.13% | 262 | +188 | 10.47% | Q4 2025 | Feb 11, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 1,949 | 224 | 0.07% | 0.08% | 263 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 1,910 | 219 | 0.03% | 0.03% | 264 | -7 | -0.37% | Q4 2025 | Jan 29, 2026 |
| Eaton Financial Holdings Company, LLC | History | New | 1,900 | 218 | 0.06% | — | 265 | +1,900 | New | Q4 2025 | Feb 09, 2026 |
| Bayshore Capital Advisors, LLC | History | New | 1,891 | 217 | 0.11% | — | 266 | +1,891 | New | Q4 2025 | Feb 05, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 1,815 | 209 | 0.03% | 0.09% | 267 | -4,415 | -70.87% | Q4 2025 | Jan 14, 2026 |
| Berman McAleer LLC | History | New | 1,780 | 204 | 0.03% | — | 268 | +1,780 | New | Q4 2025 | Feb 05, 2026 |
| Advisor Resource Council | History | New | 1,766 | 203 | 0.07% | — | 270 | +1,766 | New | Q4 2025 | Feb 10, 2026 |
| INNEALTA CAPITAL, LLC | History | Reduced | 1,768 | 203 | 0.11% | 0.19% | 269 | -1,516 | -46.16% | Q4 2025 | Jan 30, 2026 |
| Chicago Partners Investment Group LLC | History | New | 1,736 | 200 | 0.0% | — | 271 | +1,736 | New | Q4 2025 | Jan 28, 2026 |
| Allworth Financial LP | History | New | 1,650 | 189 | 0.0% | — | 272 | +1,650 | New | Q4 2025 | Feb 05, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1,512 | 173 | 0.01% | 0.01% | 273 | -100 | -6.2% | Q4 2025 | Feb 13, 2026 |
| WealthCollab, LLC | History | Reduced | 1,279 | 147 | 0.06% | 0.07% | 274 | -111 | -7.99% | Q4 2025 | Jan 27, 2026 |
| GoalVest Advisory LLC | History | Reduced | 1,031 | 118 | 0.02% | 1.03% | 275 | -41,446 | -97.57% | Q4 2025 | Jan 05, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 892 | 103 | 0.03% | 0.01% | 276 | +752 | 537.14% | Q4 2025 | Feb 10, 2026 |
| Westside Investment Management, Inc. | History | No change | 900 | 103 | 0.02% | 0.02% | 277 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 542 | 62 | 0.01% | — | 278 | +542 | New | Q4 2025 | Feb 13, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 492 | 56 | 0.01% | 0.19% | 279 | -3,772 | -88.46% | Q4 2025 | Feb 02, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 254 | 29 | 0.0% | — | 281 | +254 | New | Q4 2025 | Feb 12, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 253 | 29 | 0.0% | 0.0% | 280 | -44 | -14.81% | Q4 2025 | Feb 12, 2026 |
| Estate Planners Group, LLC | History | New | 210 | 24 | 0.01% | — | 282 | +210 | New | Q4 2025 | Apr 07, 2026 |
| ASSETMARK, INC | History | No change | 202 | 23 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| AE Wealth Management LLC | History | No change | 155 | 17 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SIGNATUREFD, LLC | History | No change | 30 | 3 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Greenline Wealth Management LLC | History | New | 25 | 2 | 0.0% | — | 286 | +25 | New | Q4 2025 | Feb 13, 2026 |
| Glass Jacobson Investment Advisors llc | History | New | 12 | 1 | 0.0% | — | 287 | +12 | New | Q4 2025 | Jan 22, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -33,597 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Empirical Finance, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -20,427 | -100.0% | Q3 2025 | Nov 13, 2025 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -17,769 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -13,448 | -100.0% | Q3 2025 | Nov 18, 2025 |
| GENTRY PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 1.02% | — | -12,833 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -12,227 | -100.0% | Q3 2025 | Oct 14, 2025 |
| DCF Advisers, LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -10,000 | -100.0% | Q3 2025 | Nov 12, 2025 |
| LGL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.44% | — | -9,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Northern Financial Advisors Inc | History | Closed out | 0 | 0 | — | 0.46% | — | -7,653 | -100.0% | Q3 2025 | Nov 10, 2025 |
| TORNO CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,680 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SIMON QUICK ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,860 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Howard Capital Management Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,729 | -100.0% | Q3 2025 | Nov 04, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,465 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Valeo Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,122 | -100.0% | Q3 2025 | Nov 03, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -3,112 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -2,927 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,850 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Leading Edge Financial Planning LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,138 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2025 | Nov 12, 2025 |
| KERR FINANCIAL PLANNING Corp | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 10, 2026 |