Bluerock Private Real Estate Fund - BPRE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | History | New | 7,879,641 | 118,194 | 0.22% | — | 1 | +7,879,641 | New | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | New | 5,464,769 | 81,971 | 0.02% | — | 2 | +5,464,769 | New | Q4 2025 | Feb 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 4,382,006 | 65,730 | 0.17% | — | 3 | +4,382,006 | New | Q4 2025 | Feb 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 4,287,735 | 64,316 | 0.04% | — | 4 | +4,287,735 | New | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | New | 3,212,160 | 48,182 | 0.05% | — | 5 | +3,212,160 | New | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | New | 3,173,430 | 47,601 | 0.05% | — | 6 | +3,173,430 | New | Q4 2025 | Feb 13, 2026 |
| Saba Capital Management, L.P. | History | New | 3,074,615 | 46,119 | 1.37% | — | 7 | +3,074,615 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 1,522,091 | 22,831 | 0.03% | — | 8 | +1,522,091 | New | Q4 2025 | Feb 17, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | New | 1,147,161 | 17,207 | 1.42% | — | 9 | +1,147,161 | New | Q4 2025 | Jan 27, 2026 |
| Quadrant Private Wealth Management, LLC | History | New | 1,097,721 | 16,465 | 2.7% | — | 10 | +1,097,721 | New | Q4 2025 | Jan 26, 2026 |
| HighTower Advisors, LLC | History | New | 1,029,924 | 15,448 | 0.02% | — | 11 | +1,029,924 | New | Q4 2025 | Feb 06, 2026 |
| Sunbelt Securities, Inc. | History | New | 1,024,719 | 15,370 | 1.03% | — | 12 | +1,024,719 | New | Q4 2025 | Feb 20, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | New | 1,004,483 | 15,067 | 0.71% | — | 13 | +1,004,483 | New | Q4 2025 | Feb 17, 2026 |
| Pasadena Private Wealth, LLC | History | New | 995,768 | 14,936 | 2.03% | — | 14 | +995,768 | New | Q4 2025 | Feb 10, 2026 |
| JANE STREET GROUP, LLC | History | New | 904,098 | 13,561 | 0.0% | — | 15 | +904,098 | New | Q4 2025 | Feb 12, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | New | 854,779 | 12,821 | 4.34% | — | 16 | +854,779 | New | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 777,359 | 11,660 | 0.0% | — | 17 | +777,359 | New | Q4 2025 | Feb 13, 2026 |
| BSW Wealth Partners | History | New | 552,074 | 8,281 | 0.99% | — | 18 | +552,074 | New | Q4 2025 | Jan 23, 2026 |
| Brookstone Capital Management | History | New | 531,637 | 7,974 | 0.09% | — | 19 | +531,637 | New | Q4 2025 | Jan 15, 2026 |
| Callan Family Office, LLC | History | New | 514,501 | 7,717 | 0.17% | — | 20 | +514,501 | New | Q4 2025 | Feb 12, 2026 |
| Arkadios Wealth Advisors | History | New | 505,380 | 7,580 | 0.15% | — | 21 | +505,380 | New | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | New | 504,649 | 7,569 | 0.0% | — | 22 | +504,649 | New | Q4 2025 | Feb 13, 2026 |
| Modern Wealth Management, LLC | History | New | 461,699 | 6,925 | 0.13% | — | 23 | +461,699 | New | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | New | 429,890 | 6,448 | 0.0% | — | 24 | +429,890 | New | Q4 2025 | Feb 17, 2026 |
| Octavia Wealth Advisors, LLC | History | New | 426,592 | 6,398 | 0.61% | — | 25 | +426,592 | New | Q4 2025 | Jan 23, 2026 |
| Guardian Financial Partners, LLC | History | New | 422,713 | 6,340 | 2.67% | — | 26 | +422,713 | New | Q4 2025 | Jan 14, 2026 |
| Integrated Wealth Concepts LLC | History | New | 402,335 | 6,035 | 0.07% | — | 27 | +402,335 | New | Q4 2025 | Feb 13, 2026 |
| Wilkerson Advisory Group LLC | History | New | 398,735 | 5,981 | 2.11% | — | 28 | +398,735 | New | Q4 2025 | Feb 13, 2026 |
| Soltis Investment Advisors LLC | History | New | 385,613 | 5,784 | 0.38% | — | 29 | +385,613 | New | Q4 2025 | Apr 02, 2026 |
| Sanctuary Advisors, LLC | History | New | 355,644 | 5,334 | 0.03% | — | 30 | +355,644 | New | Q4 2025 | Jan 29, 2026 |
| Avantax Planning Partners, Inc. | History | New | 353,799 | 5,306 | 0.15% | — | 31 | +353,799 | New | Q4 2025 | Feb 05, 2026 |
| SCS Capital Management LLC | History | New | 349,971 | 5,249 | 0.06% | — | 32 | +349,971 | New | Q4 2025 | Feb 10, 2026 |
| Creative Planning | History | New | 348,351 | 5,225 | 0.0% | — | 33 | +348,351 | New | Q4 2025 | Feb 17, 2026 |
| Turning Point Benefit Group, Inc. | History | New | 335,981 | 5,039 | 2.63% | — | 34 | +335,981 | New | Q4 2025 | Jan 30, 2026 |
| Mariner, LLC | History | New | 304,854 | 4,572 | 0.01% | — | 35 | +304,854 | New | Q4 2025 | Feb 13, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | New | 299,533 | 4,492 | 3.12% | — | 36 | +299,533 | New | Q4 2025 | Jan 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 296,152 | 4,442 | 0.01% | — | 37 | +296,152 | New | Q4 2025 | Feb 12, 2026 |
| Cerity Partners LLC | History | New | 295,206 | 4,428 | 0.01% | — | 38 | +295,206 | New | Q4 2025 | Feb 11, 2026 |
| Compound Planning, Inc. | History | New | 274,394 | 4,115 | 0.12% | — | 39 | +274,394 | New | Q4 2025 | Feb 19, 2026 |
| PINKERTON WEALTH, LLC | History | New | 257,019 | 3,855 | 0.4% | — | 40 | +257,019 | New | Q4 2025 | Feb 06, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 256,009 | 3,840 | 0.03% | — | 41 | +256,009 | New | Q4 2025 | Feb 18, 2026 |
| Rossby Financial, LCC | History | New | 254,779 | 3,821 | 1.18% | — | 42 | +254,779 | New | Q4 2025 | Feb 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 255,928 | 3,805 | 0.09% | — | 43 | +255,928 | New | Q4 2025 | Feb 11, 2026 |
| Apollo Management Holdings, L.P. | History | New | 249,192 | 3,737 | 0.03% | — | 44 | +249,192 | New | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | New | 247,889 | 3,718 | 0.03% | — | 45 | +247,889 | New | Q4 2025 | Feb 13, 2026 |
| Bulldog Investors, LLP | History | New | 242,504 | 3,637 | 0.81% | — | 46 | +242,504 | New | Q4 2025 | Feb 13, 2026 |
| Nova R Wealth, Inc. | History | New | 236,558 | 3,548 | 1.29% | — | 47 | +236,558 | New | Q4 2025 | Jan 14, 2026 |
| AE Wealth Management LLC | History | New | 234,850 | 3,522 | 0.02% | — | 48 | +234,850 | New | Q4 2025 | Jan 26, 2026 |
| SHERMAN PORFOLIOS, LLC | History | New | 230,024 | 3,450 | 0.24% | — | 49 | +230,024 | New | Q4 2025 | Feb 17, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 228,454 | 3,426 | 0.21% | — | 50 | +228,454 | New | Q4 2025 | Feb 17, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 227,415 | 3,411 | 0.16% | — | 51 | +227,415 | New | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | New | 225,544 | 3,383 | 0.01% | — | 52 | +225,544 | New | Q4 2025 | Feb 13, 2026 |
| Matisse Capital | History | New | 224,800 | 3,372 | 1.5% | — | 53 | +224,800 | New | Q4 2025 | Jan 29, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 223,443 | 3,351 | 0.24% | — | 54 | +223,443 | New | Q4 2025 | Jan 21, 2026 |
| Almitas Capital LLC | History | New | 212,185 | 3,182 | 0.7% | — | 55 | +212,185 | New | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 208,981 | 3,134 | 0.0% | — | 56 | +208,981 | New | Q4 2025 | Feb 18, 2026 |
| Corus Family Wealth Advisors | History | New | 204,245 | 3,063 | 2.44% | — | 57 | +204,245 | New | Q4 2025 | Feb 04, 2026 |
| LaSalle St. Investment Advisors, LLC | History | New | 197,153 | 2,957 | 0.48% | — | 58 | +197,153 | New | Q4 2025 | Feb 17, 2026 |
| Perigon Wealth Management, LLC | History | New | 196,617 | 2,949 | 0.05% | — | 59 | +196,617 | New | Q4 2025 | Jan 16, 2026 |
| Family Office Research LLC | History | New | 190,618 | 2,893 | 1.18% | — | 60 | +190,618 | New | Q4 2025 | Feb 09, 2026 |
| NewEdge Advisors, LLC | History | New | 188,949 | 2,834 | 0.01% | — | 61 | +188,949 | New | Q4 2025 | Feb 18, 2026 |
| Arete Wealth Advisors, LLC | History | New | 186,203 | 2,793 | 0.17% | — | 62 | +186,203 | New | Q4 2025 | Feb 13, 2026 |
| MJP ASSOCIATES INC /ADV | History | New | 184,225 | 2,763 | 0.35% | — | 63 | +184,225 | New | Q4 2025 | Feb 06, 2026 |
| Advisor OS, LLC | History | New | 184,225 | 2,763 | 0.22% | — | 64 | +184,225 | New | Q4 2025 | Feb 04, 2026 |
| Coppell Advisory Solutions LLC | History | New | 184,118 | 2,761 | 0.27% | — | 65 | +184,118 | New | Q4 2025 | Feb 17, 2026 |
| Lakeridge Wealth Management LLC | History | New | 178,553 | 2,678 | 1.22% | — | 66 | +178,553 | New | Q4 2025 | Jan 07, 2026 |
| CALTON & ASSOCIATES, INC. | History | New | 174,471 | 2,617 | 0.38% | — | 67 | +174,471 | New | Q4 2025 | Feb 10, 2026 |
| Advisory Alpha, LLC | History | New | 173,648 | 2,604 | 0.07% | — | 68 | +173,648 | New | Q4 2025 | Feb 06, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | New | 171,703 | 2,575 | 0.37% | — | 69 | +171,703 | New | Q4 2025 | Jan 23, 2026 |
| AlphaStar Capital Management, LLC | History | New | 170,311 | 2,554 | 0.19% | — | 70 | +170,311 | New | Q4 2025 | Feb 02, 2026 |
| Virtu Financial LLC | History | New | 169,818 | 2,547 | 0.1% | — | 71 | +169,818 | New | Q4 2025 | Feb 23, 2026 |
| Atlantic Union Bankshares Corp | History | New | 165,565 | 2,483 | 0.05% | — | 72 | +165,565 | New | Q4 2025 | Feb 04, 2026 |
| Trivium Point Advisory, LLC | History | New | 159,263 | 2,388 | 0.24% | — | 73 | +159,263 | New | Q4 2025 | Jan 26, 2026 |
| Western Wealth Management, LLC | History | New | 154,368 | 2,315 | 0.11% | — | 74 | +154,368 | New | Q4 2025 | Feb 05, 2026 |
| Waverly Advisors, LLC | History | New | 153,829 | 2,307 | 0.02% | — | 75 | +153,829 | New | Q4 2025 | Feb 17, 2026 |
| WealthPoint Financial, LLC | History | New | 147,266 | 2,208 | 1.92% | — | 76 | +147,266 | New | Q4 2025 | Feb 19, 2026 |
| Strategic Blueprint, LLC | History | New | 143,464 | 2,151 | 0.13% | — | 77 | +143,464 | New | Q4 2025 | Jan 30, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 142,622 | 2,139 | 0.1% | — | 78 | +142,622 | New | Q4 2025 | Feb 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 139,790 | 2,096 | 0.03% | — | 79 | +139,790 | New | Q4 2025 | Feb 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 139,340 | 2,090 | 0.01% | — | 80 | +139,340 | New | Q4 2025 | Feb 06, 2026 |
| Cornerstone Advisory, LLC | History | New | 138,573 | 2,078 | 0.2% | — | 81 | +138,573 | New | Q4 2025 | Jan 28, 2026 |
| JBR Co Financial Management Inc | History | New | 135,086 | 2,026 | 0.85% | — | 82 | +135,086 | New | Q4 2025 | Jan 06, 2026 |
| KICKSTAND VENTURES, LLC. | History | New | 134,075 | 2,011 | 0.42% | — | 83 | +134,075 | New | Q4 2025 | Jan 29, 2026 |
| IFG Advisory, LLC | History | New | 132,164 | 1,982 | 0.09% | — | 84 | +132,164 | New | Q4 2025 | Feb 10, 2026 |
| Integrity Advisory Solutions, LLC | History | New | 131,325 | 1,969 | 0.28% | — | 85 | +131,325 | New | Q4 2025 | Feb 09, 2026 |
| Kropog Financial Group, LLC | History | New | 131,085 | 1,966 | 1.52% | — | 86 | +131,085 | New | Q4 2025 | Feb 05, 2026 |
| Madrona Financial Services, LLC | History | New | 125,293 | 1,879 | 0.4% | — | 87 | +125,293 | New | Q4 2025 | Jan 22, 2026 |
| TSFG, LLC | History | New | 123,796 | 1,857 | 0.28% | — | 88 | +123,796 | New | Q4 2025 | Feb 04, 2026 |
| Closed-End Fund Advisors, Inc. | History | New | 122,645 | 1,839 | 1.09% | — | 89 | +122,645 | New | Q4 2025 | Feb 11, 2026 |
| Berkeley, Inc | History | New | 122,264 | 1,833 | 0.58% | — | 90 | +122,264 | New | Q4 2025 | Jan 26, 2026 |
| M Holdings Securities, Inc. | History | New | 121,213 | 1,818 | 0.13% | — | 91 | +121,213 | New | Q4 2025 | Feb 11, 2026 |
| Marex Group plc | History | New | 118,111 | 1,771 | 0.01% | — | 92 | +118,111 | New | Q4 2025 | Feb 12, 2026 |
| Mutual Advisors, LLC | History | New | 117,710 | 1,765 | 0.04% | — | 93 | +117,710 | New | Q4 2025 | Feb 02, 2026 |
| Ignite Planners, LLC | History | New | 105,996 | 1,757 | 0.27% | — | 94 | +105,996 | New | Q4 2025 | Feb 06, 2026 |
| SageView Advisory Group, LLC | History | New | 116,506 | 1,747 | 0.06% | — | 95 | +116,506 | New | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | New | 112,052 | 1,680 | 0.03% | — | 96 | +112,052 | New | Q4 2025 | Feb 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 112,394 | 1,676 | 0.0% | — | 97 | +112,394 | New | Q4 2025 | Jan 08, 2026 |
| Trek Financial, LLC | History | New | 110,843 | 1,662 | 0.1% | — | 98 | +110,843 | New | Q4 2025 | Feb 04, 2026 |
| Naviter Wealth, LLC | History | New | 108,233 | 1,623 | 0.21% | — | 99 | +108,233 | New | Q4 2025 | Jan 21, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 107,928 | 1,618 | 0.02% | — | 100 | +107,928 | New | Q4 2025 | Jan 20, 2026 |
| Glass Jacobson Investment Advisors llc | History | New | 106,775 | 1,601 | 0.58% | — | 101 | +106,775 | New | Q4 2025 | Jan 22, 2026 |
| Veracity Capital LLC | History | New | 105,628 | 1,584 | 0.47% | — | 102 | +105,628 | New | Q4 2025 | Jan 29, 2026 |
| DUDLEY CAPITAL MANAGEMENT, LLC | History | New | 103,392 | 1,550 | 0.67% | — | 103 | +103,392 | New | Q4 2025 | Feb 02, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 101,257 | 1,518 | 0.03% | — | 104 | +101,257 | New | Q4 2025 | Jan 14, 2026 |
| CWM, LLC | History | New | 95,208 | 1,428 | 0.0% | — | 105 | +95,208 | New | Q4 2025 | Jan 26, 2026 |
| US BANCORP \DE\ | History | New | 93,303 | 1,399 | 0.0% | — | 106 | +93,303 | New | Q4 2025 | Jan 30, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 90,982 | 1,364 | 0.16% | — | 108 | +90,982 | New | Q4 2025 | Jan 26, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 90,969 | 1,364 | 0.01% | — | 107 | +90,969 | New | Q4 2025 | Feb 12, 2026 |
| CX Institutional | History | New | 90,621 | 1,359 | 0.04% | — | 109 | +90,621 | New | Q4 2025 | Feb 02, 2026 |
| Private Advisor Group, LLC | History | New | 90,363 | 1,355 | 0.01% | — | 110 | +90,363 | New | Q4 2025 | Feb 17, 2026 |
| Socha Financial Group, LLC | History | New | 89,667 | 1,345 | 0.66% | — | 111 | +89,667 | New | Q4 2025 | Jan 30, 2026 |
| Koshinski Asset Management, Inc. | History | New | 88,464 | 1,326 | 0.09% | — | 112 | +88,464 | New | Q4 2025 | Feb 03, 2026 |
| Summit Investment Advisory Services, LLC | History | New | 87,096 | 1,306 | 0.49% | — | 113 | +87,096 | New | Q4 2025 | Feb 04, 2026 |
| WCG Wealth Advisors LLC | History | New | 86,814 | 1,302 | 0.04% | — | 114 | +86,814 | New | Q4 2025 | Feb 10, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 86,580 | 1,298 | 0.09% | — | 115 | +86,580 | New | Q4 2025 | Jan 15, 2026 |
| TRUIST FINANCIAL CORP | History | New | 85,702 | 1,285 | 0.0% | — | 116 | +85,702 | New | Q4 2025 | Feb 02, 2026 |
| AMJ Financial Wealth Management | History | New | 80,149 | 1,202 | 0.28% | — | 117 | +80,149 | New | Q4 2025 | Feb 05, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | New | 79,970 | 1,199 | 0.23% | — | 118 | +79,970 | New | Q4 2025 | Feb 04, 2026 |
| RHS Financial, LLC | History | New | 79,186 | 1,187 | 0.58% | — | 119 | +79,186 | New | Q4 2025 | Jan 16, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 77,868 | 1,168 | 0.04% | — | 120 | +77,868 | New | Q4 2025 | Jan 09, 2026 |
| Berger Financial Group, Inc | History | New | 77,311 | 1,159 | 0.07% | — | 121 | +77,311 | New | Q4 2025 | Jan 27, 2026 |
| IHT Wealth Management, LLC | History | New | 76,969 | 1,154 | 0.03% | — | 122 | +76,969 | New | Q4 2025 | Feb 17, 2026 |
| Gallacher Capital Management LLC | History | New | 76,854 | 1,152 | 0.45% | — | 123 | +76,854 | New | Q4 2025 | Feb 03, 2026 |
| Welch Financial Planning, LLC | History | New | 74,080 | 1,111 | 0.81% | — | 124 | +74,080 | New | Q4 2025 | Feb 02, 2026 |
| Rockefeller Capital Management L.P. | History | New | 73,720 | 1,105 | 0.0% | — | 125 | +73,720 | New | Q4 2025 | Mar 16, 2026 |
| LongView Wealth Management | History | New | 69,517 | 1,101 | 0.27% | — | 126 | +69,517 | New | Q4 2025 | Jan 13, 2026 |
| SlateStone Wealth, LLC | History | New | 72,657 | 1,090 | 0.09% | — | 127 | +72,657 | New | Q4 2025 | Feb 11, 2026 |
| OneDigital Investment Advisors LLC | History | New | 72,408 | 1,086 | 0.01% | — | 128 | +72,408 | New | Q4 2025 | Feb 13, 2026 |
| Summit Financial Wealth Advisors, LLC | History | New | 72,208 | 1,083 | 0.16% | — | 129 | +72,208 | New | Q4 2025 | Jan 27, 2026 |
| StoneX Group Inc. | History | New | 71,215 | 1,068 | 0.05% | — | 130 | +71,215 | New | Q4 2025 | Feb 12, 2026 |
| Stratos Wealth Advisors, LLC | History | New | 69,019 | 1,035 | 0.05% | — | 131 | +69,019 | New | Q4 2025 | Jan 20, 2026 |
| Financial Gravity Asset Management, Inc. | History | New | 68,644 | 1,029 | 0.2% | — | 132 | +68,644 | New | Q4 2025 | Feb 13, 2026 |
| Blackhawk Capital Partners, LLC | History | New | 66,702 | 1,000 | 0.38% | — | 133 | +66,702 | New | Q4 2025 | Feb 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 65,569 | 983 | 0.0% | — | 134 | +65,569 | New | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | New | 63,992 | 959 | 0.0% | — | 135 | +63,992 | New | Q4 2025 | Jan 29, 2026 |
| Arax Advisory Partners | History | New | 61,030 | 915 | 0.03% | — | 136 | +61,030 | New | Q4 2025 | Feb 13, 2026 |
| Trademark Financial Management, LLC | History | New | 59,093 | 886 | 0.49% | — | 137 | +59,093 | New | Q4 2025 | Jan 28, 2026 |
| Farther Finance Advisors, LLC | History | New | 58,226 | 873 | 0.01% | — | 138 | +58,226 | New | Q4 2025 | Jan 23, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 56,045 | 840 | 0.02% | — | 139 | +56,045 | New | Q4 2025 | Feb 09, 2026 |
| Merit Financial Group, LLC | History | New | 55,159 | 827 | 0.01% | — | 140 | +55,159 | New | Q4 2025 | Jan 26, 2026 |
| Stewardship Advisors, LLC | History | New | 51,672 | 775 | 0.18% | — | 141 | +51,672 | New | Q4 2025 | Jan 15, 2026 |
| WORLD EQUITY GROUP, INC. | History | New | 50,400 | 756 | 0.21% | — | 142 | +50,400 | New | Q4 2025 | Jan 12, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | New | 50,291 | 754 | 0.22% | — | 143 | +50,291 | New | Q4 2025 | Feb 13, 2026 |
| Claro Advisors Inc. | History | New | 50,204 | 753 | 0.1% | — | 144 | +50,204 | New | Q4 2025 | Feb 17, 2026 |
| WBI INVESTMENTS, LLC | History | New | 48,575 | 728 | 0.19% | — | 146 | +48,575 | New | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | New | 48,571 | 728 | 0.0% | — | 145 | +48,571 | New | Q4 2025 | Feb 17, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | New | 46,724 | 700 | 0.34% | — | 147 | +46,724 | New | Q4 2025 | Jan 21, 2026 |
| DAVENPORT & Co LLC | History | New | 46,324 | 694 | 0.0% | — | 148 | +46,324 | New | Q4 2025 | Jan 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 45,633 | 684 | 0.05% | — | 149 | +45,633 | New | Q4 2025 | Feb 03, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | New | 45,466 | 681 | 0.22% | — | 150 | +45,466 | New | Q4 2025 | Jan 23, 2026 |
| Baird Financial Group, Inc. | History | New | 45,319 | 679 | 0.0% | — | 151 | +45,319 | New | Q4 2025 | Feb 13, 2026 |
| Csenge Advisory Group | History | New | 45,077 | 676 | 0.03% | — | 152 | +45,077 | New | Q4 2025 | Feb 06, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | New | 44,494 | 667 | 0.26% | — | 153 | +44,494 | New | Q4 2025 | Feb 13, 2026 |
| Tradition Wealth Management, LLC | History | New | 43,700 | 655 | 0.05% | — | 154 | +43,700 | New | Q4 2025 | Feb 11, 2026 |
| BOKF, NA | History | New | 41,767 | 626 | 0.01% | — | 155 | +41,767 | New | Q4 2025 | Feb 03, 2026 |
| Advisory Services Network, LLC | History | New | 40,515 | 607 | 0.01% | — | 156 | +40,515 | New | Q4 2025 | Feb 17, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 39,980 | 599 | 0.03% | — | 157 | +39,980 | New | Q4 2025 | Feb 17, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | New | 39,647 | 594 | 0.11% | — | 158 | +39,647 | New | Q4 2025 | Jan 28, 2026 |
| Chicago Partners Investment Group LLC | History | New | 37,908 | 593 | 0.01% | — | 159 | +37,908 | New | Q4 2025 | Jan 28, 2026 |
| HRT FINANCIAL LP | History | New | 38,279 | 574 | 0.0% | — | 160 | +38,279 | New | Q4 2025 | Feb 12, 2026 |
| United Advisor Group, LLC | History | New | 38,189 | 572 | 0.07% | — | 161 | +38,189 | New | Q4 2025 | Jan 26, 2026 |
| Summit Financial, LLC | History | New | 38,098 | 571 | 0.01% | — | 162 | +38,098 | New | Q4 2025 | Feb 13, 2026 |
| Seven Springs Wealth Group, LLC | History | New | 37,490 | 562 | 0.16% | — | 163 | +37,490 | New | Q4 2025 | Feb 10, 2026 |
| Capital Investment Counsel, Inc | History | New | 36,412 | 546 | 0.06% | — | 164 | +36,412 | New | Q4 2025 | Jan 23, 2026 |
| Fiduciary Alliance LLC | History | New | 35,904 | 538 | 0.04% | — | 165 | +35,904 | New | Q4 2025 | Jan 22, 2026 |
| RMR Wealth Builders | History | New | 35,735 | 536 | 0.04% | — | 166 | +35,735 | New | Q4 2025 | Jan 29, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 35,441 | 531 | 0.03% | — | 167 | +35,441 | New | Q4 2025 | Feb 12, 2026 |
| Syntegra Private Wealth Group, LLC | History | New | 35,330 | 529 | 0.05% | — | 168 | +35,330 | New | Q4 2025 | Feb 10, 2026 |
| Savvy Advisors, Inc. | History | New | 34,796 | 521 | 0.02% | — | 169 | +34,796 | New | Q4 2025 | Jan 20, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 34,685 | 520 | 0.01% | — | 170 | +34,685 | New | Q4 2025 | Jan 21, 2026 |
| Regal Investment Advisors LLC | History | New | 34,245 | 513 | 0.03% | — | 171 | +34,245 | New | Q4 2025 | Feb 17, 2026 |
| Spinnaker Investment Group, LLC | History | New | 32,982 | 494 | 0.09% | — | 172 | +32,982 | New | Q4 2025 | Jan 12, 2026 |
| BlackRock, Inc. | History | New | 32,935 | 494 | 0.0% | — | 173 | +32,935 | New | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | New | 32,800 | 492 | 0.0% | — | 174 | +32,800 | New | Q4 2025 | Feb 11, 2026 |
| Bleakley Financial Group, LLC | History | New | 32,623 | 489 | 0.01% | — | 175 | +32,623 | New | Q4 2025 | Feb 09, 2026 |
| LRI Investments, LLC | History | New | 32,303 | 484 | 0.04% | — | 176 | +32,303 | New | Q4 2025 | Feb 04, 2026 |
| AlphaCore Capital LLC | History | New | 31,946 | 479 | 0.01% | — | 177 | +31,946 | New | Q4 2025 | Feb 05, 2026 |
| BlueChip Wealth Advisors LLC | History | New | 31,367 | 470 | 0.2% | — | 178 | +31,367 | New | Q4 2025 | Feb 05, 2026 |
| PFG Investments, LLC | History | New | 30,558 | 458 | 0.02% | — | 179 | +30,558 | New | Q4 2025 | Jan 26, 2026 |
| Intelligence Driven Advisers, LLC | History | New | 30,452 | 456 | 0.07% | — | 180 | +30,452 | New | Q4 2025 | Jan 23, 2026 |
| FAS Wealth Partners, Inc. | History | New | 29,177 | 437 | 0.03% | — | 181 | +29,177 | New | Q4 2025 | Feb 18, 2026 |
| CLG LLC | History | New | 29,113 | 436 | 0.11% | — | 182 | +29,113 | New | Q4 2025 | Jan 15, 2026 |
| Hilltop Holdings Inc. | History | New | 27,377 | 410 | 0.02% | — | 183 | +27,377 | New | Q4 2025 | Feb 17, 2026 |
| Wealthspire Advisors, LLC | History | New | 27,315 | 409 | 0.0% | — | 184 | +27,315 | New | Q4 2025 | Feb 13, 2026 |
| BETO FINANCIAL GROUP, LLC | History | New | 25,137 | 406 | 0.27% | — | 185 | +25,137 | New | Q4 2025 | Feb 10, 2026 |
| Cornerstone Wealth Management, LLC | History | New | 26,377 | 395 | 0.02% | — | 186 | +26,377 | New | Q4 2025 | Feb 05, 2026 |
| WILLNER & HELLER, LLC | History | New | 26,191 | 392 | 0.28% | — | 187 | +26,191 | New | Q4 2025 | Jan 12, 2026 |
| Madison Wealth Partners, Inc | History | New | 25,190 | 377 | 0.07% | — | 188 | +25,190 | New | Q4 2025 | Feb 10, 2026 |
| Providence Wealth Advisors, LLC | History | New | 24,737 | 376 | 0.23% | — | 189 | +24,737 | New | Q4 2025 | Feb 06, 2026 |
| Sage Mountain Advisors LLC | History | New | 24,978 | 374 | 0.02% | — | 190 | +24,978 | New | Q4 2025 | Jan 23, 2026 |
| TrueMark Investments, LLC | History | New | 24,085 | 361 | 0.07% | — | 191 | +24,085 | New | Q4 2025 | Jan 14, 2026 |
| Gen-Wealth Partners Inc | History | New | 24,064 | 360 | 0.12% | — | 192 | +24,064 | New | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 23,634 | 354 | 0.01% | — | 193 | +23,634 | New | Q4 2025 | Feb 06, 2026 |
| Sound View Wealth Advisors Group, LLC | History | New | 23,467 | 352 | 0.02% | — | 194 | +23,467 | New | Q4 2025 | Jan 08, 2026 |
| Magnolia Private Wealth, LLC | History | New | 23,421 | 351 | 0.25% | — | 195 | +23,421 | New | Q4 2025 | Feb 06, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 23,045 | 345 | 0.18% | — | 196 | +23,045 | New | Q4 2025 | Feb 18, 2026 |
| Rehmann Capital Advisory Group | History | New | 40,652 | 340 | 0.02% | — | 197 | +40,652 | New | Q4 2025 | Mar 04, 2026 |
| Fisher Asset Management, LLC | History | New | 22,531 | 337 | 0.0% | — | 198 | +22,531 | New | Q4 2025 | Feb 09, 2026 |
| Plan Group Financial, LLC | History | New | 22,214 | 333 | 0.09% | — | 199 | +22,214 | New | Q4 2025 | Feb 03, 2026 |
| Professional Financial Advisors, LLC | History | New | 22,196 | 332 | 0.07% | — | 200 | +22,196 | New | Q4 2025 | Jan 15, 2026 |
| Synergy Investment Management, LLC | History | New | 21,322 | 319 | 0.11% | — | 201 | +21,322 | New | Q4 2025 | Feb 06, 2026 |
| GTS SECURITIES LLC | History | New | 21,104 | 316 | 0.01% | — | 202 | +21,104 | New | Q4 2025 | Feb 13, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 20,800 | 312 | 0.02% | — | 203 | +20,800 | New | Q4 2025 | Feb 17, 2026 |
| JMG Financial Group, Ltd. | History | New | 20,785 | 311 | 0.01% | — | 205 | +20,785 | New | Q4 2025 | Feb 10, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 20,767 | 311 | 0.0% | — | 204 | +20,767 | New | Q4 2025 | Feb 17, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 20,724 | 310 | 0.01% | — | 206 | +20,724 | New | Q4 2025 | Jan 28, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 20,619 | 309 | 0.0% | — | 207 | +20,619 | New | Q4 2025 | Jan 30, 2026 |
| FIRST TRUST ADVISORS LP | History | New | 20,262 | 303 | 0.0% | — | 208 | +20,262 | New | Q4 2025 | Feb 13, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | New | 19,978 | 299 | 0.06% | — | 210 | +19,978 | New | Q4 2025 | Feb 12, 2026 |
| Sound Income Strategies, LLC | History | New | 18,545 | 299 | 0.01% | — | 209 | +18,545 | New | Q4 2025 | Jan 21, 2026 |
| AVISO WEALTH MANAGEMENT | History | New | 19,617 | 294 | 0.12% | — | 211 | +19,617 | New | Q4 2025 | Feb 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | New | 19,491 | 292 | 0.02% | — | 212 | +19,491 | New | Q4 2025 | Feb 10, 2026 |
| Cooper Financial Group | History | New | 18,598 | 278 | 0.03% | — | 213 | +18,598 | New | Q4 2025 | Jan 08, 2026 |
| BIP Wealth, LLC | History | New | 18,416 | 276 | 0.01% | — | 214 | +18,416 | New | Q4 2025 | Jan 21, 2026 |
| PFG Advisors | History | New | 18,036 | 270 | 0.01% | — | 215 | +18,036 | New | Q4 2025 | Jan 27, 2026 |
| Benson Wealth Management INC | History | New | 17,966 | 269 | 0.3% | — | 216 | +17,966 | New | Q4 2025 | Feb 12, 2026 |
| Intrua Financial, LLC | History | New | 17,923 | 268 | 0.03% | — | 218 | +17,923 | New | Q4 2025 | Feb 05, 2026 |
| CHOREO, LLC | History | New | 17,903 | 268 | 0.0% | — | 217 | +17,903 | New | Q4 2025 | Jan 23, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 17,712 | 265 | 0.08% | — | 219 | +17,712 | New | Q4 2025 | Feb 05, 2026 |
| SeaCrest Wealth Management, LLC | History | New | 17,896 | 263 | 0.03% | — | 220 | +17,896 | New | Q4 2025 | Jan 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 17,494 | 262 | 0.0% | — | 221 | +17,494 | New | Q4 2025 | Feb 19, 2026 |
| Total Clarity Wealth Management, Inc. | History | New | 17,232 | 258 | 0.06% | — | 222 | +17,232 | New | Q4 2025 | Feb 02, 2026 |
| Signal Advisors Wealth, LLC | History | New | 16,745 | 251 | 0.02% | — | 223 | +16,745 | New | Q4 2025 | Jan 13, 2026 |
| American Institute for Advanced Investment Management, LLP | History | New | 16,732 | 250 | 0.16% | — | 224 | +16,732 | New | Q4 2025 | Feb 04, 2026 |
| Continuum Advisory, LLC | History | New | 16,637 | 249 | 0.02% | — | 225 | +16,637 | New | Q4 2025 | Feb 11, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | New | 16,387 | 245 | 0.02% | — | 226 | +16,387 | New | Q4 2025 | Jan 16, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 16,237 | 243 | 0.0% | — | 227 | +16,237 | New | Q4 2025 | Feb 17, 2026 |
| Vise Technologies, Inc. | History | New | 16,225 | 243 | 0.0% | — | 228 | +16,225 | New | Q4 2025 | Feb 11, 2026 |
| AJ Advisors, LLC | History | New | 16,199 | 242 | 0.09% | — | 229 | +16,199 | New | Q4 2025 | Jan 21, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | New | 15,778 | 236 | 0.18% | — | 230 | +15,778 | New | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 15,493 | 233 | 0.0% | — | 231 | +15,493 | New | Q4 2025 | Feb 17, 2026 |
| Brucke Financial, Inc. | History | New | 15,317 | 229 | 0.13% | — | 232 | +15,317 | New | Q4 2025 | Jan 12, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 14,917 | 223 | 0.02% | — | 233 | +14,917 | New | Q4 2025 | Feb 12, 2026 |
| Composition Wealth, LLC | History | New | 14,816 | 222 | 0.0% | — | 234 | +14,816 | New | Q4 2025 | Feb 02, 2026 |
| Boreal Capital Management LLC | History | New | 14,744 | 221 | 0.17% | — | 235 | +14,744 | New | Q4 2025 | Feb 17, 2026 |
| Cross Staff Investments Inc | History | New | 14,649 | 219 | 0.12% | — | 236 | +14,649 | New | Q4 2025 | Feb 27, 2026 |
| Belpointe Asset Management LLC | History | New | 14,550 | 218 | 0.01% | — | 237 | +14,550 | New | Q4 2025 | Jan 27, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 14,460 | 216 | 0.0% | — | 238 | +14,460 | New | Q4 2025 | Jan 16, 2026 |
| Inspire Advisors, LLC | History | New | 14,366 | 215 | 0.02% | — | 239 | +14,366 | New | Q4 2025 | Feb 13, 2026 |
| Golden State Wealth Management, LLC | History | New | 14,303 | 214 | 0.02% | — | 240 | +14,303 | New | Q4 2025 | Feb 13, 2026 |
| Lifeworks Advisors, LLC | History | New | 14,066 | 210 | 0.03% | — | 241 | +14,066 | New | Q4 2025 | Feb 13, 2026 |
| Allen Capital Group, LLC | History | New | 13,872 | 208 | 0.02% | — | 242 | +13,872 | New | Q4 2025 | Feb 09, 2026 |
| GM Advisory Group, LLC | History | New | 12,958 | 194 | 0.01% | — | 243 | +12,958 | New | Q4 2025 | Feb 13, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | New | 12,861 | 192 | 0.03% | — | 244 | +12,861 | New | Q4 2025 | Feb 03, 2026 |
| Montis Financial, LLC | History | New | 12,802 | 192 | 0.04% | — | 245 | +12,802 | New | Q4 2025 | Feb 11, 2026 |
| 25 LLC | History | New | 12,585 | 188 | 0.06% | — | 247 | +12,585 | New | Q4 2025 | Jan 15, 2026 |
| NWF Advisory Services Inc. | History | New | 12,579 | 188 | 0.02% | — | 248 | +12,579 | New | Q4 2025 | Mar 03, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | New | 12,560 | 188 | 0.03% | — | 246 | +12,560 | New | Q4 2025 | Feb 10, 2026 |
| SAX WEALTH ADVISORS, LLC | History | New | 12,461 | 186 | 0.01% | — | 249 | +12,461 | New | Q4 2025 | Jan 12, 2026 |
| HM PAYSON & CO | History | New | 12,247 | 183 | 0.0% | — | 250 | +12,247 | New | Q4 2025 | Feb 12, 2026 |
| D.A. DAVIDSON & CO. | History | New | 12,221 | 183 | 0.0% | — | 251 | +12,221 | New | Q4 2025 | Jan 29, 2026 |
| Robertson Stephens Wealth Management, LLC | History | New | 12,025 | 180 | 0.0% | — | 252 | +12,025 | New | Q4 2025 | Feb 02, 2026 |
| Cresset Asset Management, LLC | History | New | 11,878 | 178 | 0.0% | — | 253 | +11,878 | New | Q4 2025 | Feb 17, 2026 |
| Strategic Advocates LLC | History | New | 11,577 | 173 | 0.04% | — | 254 | +11,577 | New | Q4 2025 | Feb 11, 2026 |
| Oregon Pacific Wealth Management, LLC | History | New | 11,499 | 172 | 0.18% | — | 255 | +11,499 | New | Q4 2025 | Jan 16, 2026 |
| Apollon Wealth Management, LLC | History | New | 11,455 | 171 | 0.0% | — | 257 | +11,455 | New | Q4 2025 | Jan 22, 2026 |
| Quartz Partners, LLC | History | New | 11,434 | 171 | 0.06% | — | 256 | +11,434 | New | Q4 2025 | Feb 13, 2026 |
| Motiv8 Investments LLC | History | New | 11,386 | 171 | 0.09% | — | 258 | +11,386 | New | Q4 2025 | Feb 13, 2026 |
| Safeguard Investment Advisory Group, LLC | History | New | 11,111 | 166 | 0.04% | — | 259 | +11,111 | New | Q4 2025 | Feb 13, 2026 |
| Applied Capital LLC | History | New | 10,937 | 164 | 0.06% | — | 260 | +10,937 | New | Q4 2025 | Jan 16, 2026 |
| KWB Wealth | History | New | 10,803 | 162 | 0.02% | — | 261 | +10,803 | New | Q4 2025 | Jan 12, 2026 |
| SFG Wealth Management, LLC. | History | New | 10,684 | 160 | 0.06% | — | 262 | +10,684 | New | Q4 2025 | Feb 03, 2026 |
| Curi Capital, LLC | History | New | 10,541 | 158 | 0.0% | — | 263 | +10,541 | New | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | New | 10,481 | 157 | 0.0% | — | 264 | +10,481 | New | Q4 2025 | Feb 06, 2026 |
| Sowell Financial Services LLC | History | New | 10,240 | 153 | 0.01% | — | 265 | +10,240 | New | Q4 2025 | Jan 21, 2026 |
| Resurgent Financial Advisors LLC | History | New | 10,234 | 153 | 0.08% | — | 266 | +10,234 | New | Q4 2025 | Feb 12, 2026 |
| BOS Asset Management, LLC | History | New | 10,033 | 150 | 0.04% | — | 267 | +10,033 | New | Q4 2025 | Jan 09, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 8,622 | 129 | 0.06% | — | 268 | +8,622 | New | Q4 2025 | Feb 03, 2026 |
| Allworth Financial LP | History | New | 7,359 | 110 | 0.0% | — | 269 | +7,359 | New | Q4 2025 | Feb 05, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | New | 6,965 | 104 | 0.03% | — | 270 | +6,965 | New | Q4 2025 | Feb 09, 2026 |
| Arlington Trust Co LLC | History | New | 6,464 | 96 | 0.01% | — | 272 | +6,464 | New | Q4 2025 | Jan 30, 2026 |
| Anchor Investment Management, LLC | History | New | 6,427 | 96 | 0.01% | — | 271 | +6,427 | New | Q4 2025 | Feb 26, 2026 |
| Wealth Watch Advisors, INC | History | New | 6,246 | 93 | 0.03% | — | 273 | +6,246 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 6,107 | 91 | 0.0% | — | 274 | +6,107 | New | Q4 2025 | Feb 17, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | New | 6,062 | 90 | 0.19% | — | 276 | +6,062 | New | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 6,020 | 90 | 0.0% | — | 275 | +6,020 | New | Q4 2025 | Feb 06, 2026 |
| CIBC Private Wealth Group LLC | History | New | 5,985 | 89 | 0.0% | — | 277 | +5,985 | New | Q4 2025 | Feb 12, 2026 |
| Blue Trust, Inc. | History | New | 5,596 | 83 | 0.0% | — | 278 | +5,596 | New | Q4 2025 | Jan 16, 2026 |
| DiNuzzo Private Wealth, Inc. | History | New | 5,444 | 81 | 0.01% | — | 279 | +5,444 | New | Q4 2025 | Jan 16, 2026 |
| Private Wealth Asset Management, LLC | History | New | 4,378 | 65 | 0.01% | — | 280 | +4,378 | New | Q4 2025 | Feb 10, 2026 |
| Asset Dedication, LLC | History | New | 4,186 | 62 | 0.0% | — | 281 | +4,186 | New | Q4 2025 | Jan 26, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 4,065 | 60 | 0.0% | — | 282 | +4,065 | New | Q4 2025 | Jan 07, 2026 |
| TD Waterhouse Canada Inc. | History | New | 4,000 | 59 | 0.0% | — | 283 | +4,000 | New | Q4 2025 | Jan 27, 2026 |
| Litman Gregory Wealth Management LLC | History | New | 3,755 | 56 | 0.0% | — | 284 | +3,755 | New | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | New | 3,632 | 54 | 0.0% | — | 285 | +3,632 | New | Q4 2025 | Jan 29, 2026 |
| GHP Investment Advisors, Inc. | History | New | 3,572 | 53 | 0.0% | — | 287 | +3,572 | New | Q4 2025 | Jan 27, 2026 |
| CENTRAL TRUST Co | History | New | 3,541 | 53 | 0.0% | — | 286 | +3,541 | New | Q4 2025 | Feb 02, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 3,084 | 46 | 0.03% | — | 288 | +3,084 | New | Q4 2025 | Jan 26, 2026 |
| Smithfield Trust Co | History | New | 2,908 | 44 | 0.0% | — | 289 | +2,908 | New | Q4 2025 | Feb 09, 2026 |
| MAI Capital Management | History | New | 2,836 | 42 | 0.0% | — | 290 | +2,836 | New | Q4 2025 | Feb 13, 2026 |
| New Millennium Group LLC | History | New | 2,513 | 37 | 0.02% | — | 291 | +2,513 | New | Q4 2025 | Feb 06, 2026 |
| First Command Advisory Services, Inc. | History | New | 2,450 | 36 | 0.0% | — | 292 | +2,450 | New | Q4 2025 | Feb 11, 2026 |
| REAP Financial Group, LLC | History | New | 2,310 | 34 | 0.01% | — | 293 | +2,310 | New | Q4 2025 | Feb 10, 2026 |
| Clearstead Advisors, LLC | History | New | 2,068 | 31 | 0.0% | — | 294 | +2,068 | New | Q4 2025 | Feb 09, 2026 |
| Kingdom Financial Group LLC. | History | New | 2,020 | 30 | 0.01% | — | 295 | +2,020 | New | Q4 2025 | Feb 06, 2026 |
| WPG Advisers, LLC | History | New | 1,861 | 27 | 0.02% | — | 296 | +1,861 | New | Q4 2025 | Jan 28, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 1,759 | 26 | 0.03% | — | 297 | +1,759 | New | Q4 2025 | Feb 12, 2026 |
| Kilter Group LLC | History | New | 1,458 | 21 | 0.01% | — | 299 | +1,458 | New | Q4 2025 | Feb 13, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 1,416 | 21 | 0.01% | — | 298 | +1,416 | New | Q4 2025 | Feb 11, 2026 |
| Dunhill Financial, LLC | History | New | 1,393 | 20 | 0.0% | — | 300 | +1,393 | New | Q4 2025 | Jan 29, 2026 |
| Triumph Capital Management | History | New | 1,295 | 19 | 0.0% | — | 302 | +1,295 | New | Q4 2025 | Feb 12, 2026 |
| Capital Analysts, LLC | History | New | 1,291 | 19 | 0.0% | — | 301 | +1,291 | New | Q4 2025 | Feb 11, 2026 |
| AdvisorNet Financial, Inc | History | New | 1,233 | 18 | 0.0% | — | 303 | +1,233 | New | Q4 2025 | Jan 20, 2026 |
| FIFTH THIRD BANCORP | History | New | 1,150 | 17 | 0.0% | — | 304 | +1,150 | New | Q4 2025 | Feb 02, 2026 |
| Quest 10 Wealth Builders, Inc. | History | New | 1,077 | 16 | 0.01% | — | 305 | +1,077 | New | Q4 2025 | Jan 29, 2026 |
| Truvestments Capital LLC | History | New | 1,034 | 15 | 0.0% | — | 307 | +1,034 | New | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | New | 1,026 | 15 | 0.0% | — | 306 | +1,026 | New | Q4 2025 | Jan 23, 2026 |
| GPS Wealth Strategies Group, LLC | History | New | 932 | 13 | 0.01% | — | 308 | +932 | New | Q4 2025 | Feb 06, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 893 | 13 | 0.01% | — | 309 | +893 | New | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 815 | 12 | 0.0% | — | 310 | +815 | New | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | New | 753 | 11 | 0.0% | — | 311 | +753 | New | Q4 2025 | Feb 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 741 | 11 | 0.0% | — | 312 | +741 | New | Q4 2025 | Feb 12, 2026 |
| WFA of San Diego, LLC | History | New | 705 | 10 | 0.01% | — | 314 | +705 | New | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 677 | 10 | 0.0% | — | 313 | +677 | New | Q4 2025 | Feb 06, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 628 | 9 | 0.0% | — | 315 | +628 | New | Q4 2025 | Feb 06, 2026 |
| Ankerstar Wealth, LLC | History | New | 592 | 8 | 0.01% | — | 318 | +592 | New | Q4 2025 | Feb 12, 2026 |
| Lodestone Wealth Management LLC | History | New | 547 | 8 | 0.0% | — | 316 | +547 | New | Q4 2025 | Jan 15, 2026 |
| Transce3nd, LLC | History | New | 506 | 8 | 0.06% | — | 317 | +506 | New | Q4 2025 | Feb 06, 2026 |
| Navalign, LLC | History | New | 533 | 7 | 0.0% | — | 321 | +533 | New | Q4 2025 | Feb 05, 2026 |
| BARRETT & COMPANY, INC. | History | New | 519 | 7 | 0.0% | — | 320 | +519 | New | Q4 2025 | Jan 28, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 491 | 7 | 0.0% | — | 319 | +491 | New | Q4 2025 | Feb 12, 2026 |
| Elevated Capital Advisors, LLC | History | New | 435 | 6 | 0.0% | — | 322 | +435 | New | Q4 2025 | Jan 27, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 384 | 5 | 0.0% | — | 323 | +384 | New | Q4 2025 | Feb 13, 2026 |
| United Community Bank | History | New | 334 | 5 | 0.0% | — | 324 | +334 | New | Q4 2025 | Jan 30, 2026 |
| PITTENGER & ANDERSON INC | History | New | 311 | 4 | 0.0% | — | 325 | +311 | New | Q4 2025 | Feb 02, 2026 |
| Key Capital Management, INC | History | New | 310 | 4 | 0.0% | — | 329 | +310 | New | Q4 2025 | Jan 26, 2026 |
| Smartleaf Asset Management LLC | History | New | 307 | 4 | 0.0% | — | 328 | +307 | New | Q4 2025 | Feb 13, 2026 |
| Key FInancial Inc | History | New | 294 | 4 | 0.0% | — | 327 | +294 | New | Q4 2025 | Feb 09, 2026 |
| Salomon & Ludwin, LLC | History | New | 277 | 4 | 0.0% | — | 326 | +277 | New | Q4 2025 | Jan 28, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | New | 253 | 3 | 0.0% | — | 331 | +253 | New | Q4 2025 | Jan 14, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 240 | 3 | 0.0% | — | 330 | +240 | New | Q4 2025 | Feb 13, 2026 |
| Beaird Harris Wealth Management, LLC | History | New | 222 | 3 | 0.0% | — | 332 | +222 | New | Q4 2025 | Feb 23, 2026 |
| SHP Wealth Management | History | New | 173 | 2 | 0.0% | — | 334 | +173 | New | Q4 2025 | Mar 04, 2026 |
| Quaker Wealth Management, LLC | History | New | 150 | 2 | 0.0% | — | 333 | +150 | New | Q4 2025 | Jan 28, 2026 |
| Hughes Financial Services, LLC | History | New | 122 | 1 | 0.0% | — | 337 | +122 | New | Q4 2025 | Feb 11, 2026 |
| Navigoe, LLC | History | New | 113 | 1 | 0.0% | — | 338 | +113 | New | Q4 2025 | Feb 03, 2026 |
| JNBA Financial Advisors | History | New | 97 | 1 | 0.0% | — | 335 | +97 | New | Q4 2025 | Jan 26, 2026 |
| ORG Partners LLC | History | New | 87 | 1 | 0.0% | — | 336 | +87 | New | Q4 2025 | Jan 14, 2026 |
| Russell Investments Group, Ltd. | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 17, 2026 |