Invesco Exchange-Traded Self-Indexed Fund Trust - BSCP
Detailed investor-level table based on 13F positions.
Early Q4 2025 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Lido Advisors, LLC | History | Added to | 27,853,340 | 576,285 | 1.8% | 0.38% | 1 | +23,161,921 | 493.71% | Q3 2025 | Nov 14, 2025 |
| LPL Financial LLC | History | Reduced | 5,766,842 | 119,315 | 0.03% | 0.04% | 2 | -591,000 | -9.3% | Q3 2025 | Nov 12, 2025 |
| MORGAN STANLEY | History | Reduced | 3,677,391 | 76,085 | 0.0% | 0.01% | 3 | -168,378 | -4.38% | Q3 2025 | Nov 14, 2025 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,330,501 | 68,908 | 0.0% | 0.01% | 4 | -62,648 | -1.85% | Q3 2025 | Feb 03, 2026 |
| Invesco Ltd. | History | Added to | 3,197,444 | 66,155 | 0.01% | 0.01% | 5 | +372,090 | 13.17% | Q3 2025 | Nov 13, 2025 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,494,859 | 51,618 | 0.01% | 0.02% | 6 | -1,187,450 | -32.25% | Q3 2025 | Nov 13, 2025 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 2,447,697 | 50,642 | 0.02% | 0.02% | 7 | -300,900 | -10.95% | Q3 2025 | Nov 14, 2025 |
| MAI Capital Management | History | Reduced | 2,070,306 | 42,834 | 0.27% | 0.34% | 8 | -286,888 | -12.17% | Q3 2025 | Nov 10, 2025 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,672,299 | 34,599 | 0.07% | 0.08% | 9 | +31,609 | 1.93% | Q3 2025 | Nov 19, 2025 |
| Brookstone Capital Management | History | Added to | 1,400,084 | 28,967 | 0.35% | 0.38% | 10 | +11,638 | 0.84% | Q3 2025 | Oct 15, 2025 |
| Asset Dedication, LLC | History | Added to | 1,381,651 | 28,586 | 1.92% | 2.06% | 11 | +12,009 | 0.88% | Q3 2025 | Nov 20, 2025 |
| MML INVESTORS SERVICES, LLC | History | Added to | 1,293,797 | 26,768 | 0.07% | 0.07% | 12 | +59,031 | 4.78% | Q3 2025 | Nov 14, 2025 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,244,688 | 25,754 | 0.04% | 0.05% | 13 | -12,615 | -1.0% | Q3 2025 | Nov 14, 2025 |
| SMI Advisory Services, LLC | History | Added to | 1,239,406 | 25,661 | 4.85% | 4.76% | 14 | +50,254 | 4.23% | Q3 2025 | Oct 06, 2025 |
| TLWM | History | Added to | 1,236,537 | 25,583 | 4.6% | 4.74% | 15 | +29,296 | 2.43% | Q3 2025 | Oct 10, 2025 |
| MONECO Advisors, LLC | History | Added to | 1,160,062 | 24,001 | 2.0% | 2.0% | 16 | +122,706 | 11.83% | Q3 2025 | Nov 05, 2025 |
| Motley Fool Wealth Management, LLC | History | Reduced | 1,129,326 | 23,365 | 1.58% | 1.54% | 17 | -102,949 | -8.35% | Q3 2025 | Nov 14, 2025 |
| TruWealth Advisors, LLC | History | Added to | 979,982 | 20,275 | 1.02% | 1.11% | 18 | +1,186 | 0.12% | Q3 2025 | Oct 06, 2025 |
| KIRR MARBACH & CO LLC /IN/ | History | Added to | 973,104 | 20,133 | 3.63% | 3.97% | 19 | +1,676 | 0.17% | Q3 2025 | Oct 14, 2025 |
| Clark Asset Management, LLC | History | Added to | 881,714 | 18,242 | 2.12% | 1.85% | 20 | +226,794 | 34.63% | Q3 2025 | Oct 20, 2025 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 857,445 | 17,740 | 0.01% | 0.0% | 21 | +35,199 | 4.28% | Q3 2025 | Nov 05, 2025 |
| Integrated Advisors Network LLC | History | Reduced | 741,898 | 15,349 | 0.64% | 0.71% | 22 | -13,435 | -1.78% | Q3 2025 | Nov 12, 2025 |
| DAVIS R M INC | History | Reduced | 738,357 | 15,276 | 0.27% | 0.34% | 23 | -159,678 | -17.78% | Q3 2025 | Nov 12, 2025 |
| SNS Financial Group, LLC | History | Reduced | 725,599 | 15,012 | 1.31% | 1.99% | 24 | -287,002 | -28.34% | Q3 2025 | Nov 13, 2025 |
| Hudson Capital Management LLC | History | Added to | 713,037 | 14,752 | 3.92% | 4.13% | 25 | +8,943 | 1.27% | Q3 2025 | Oct 21, 2025 |
| UBS Group AG | History | Reduced | 663,726 | 13,732 | 0.0% | 0.01% | 26 | -1,613,703 | -70.86% | Q3 2025 | Nov 13, 2025 |
| Cornerstone Wealth Management, LLC | History | Added to | 647,117 | 13,388 | 0.74% | 0.81% | 27 | +4,913 | 0.77% | Q3 2025 | Nov 04, 2025 |
| TRUIST FINANCIAL CORP | History | Reduced | 634,425 | 13,126 | 0.02% | 0.02% | 28 | -22,062 | -3.36% | Q3 2025 | Nov 03, 2025 |
| Focus Partners Wealth | History | Added to | 623,356 | 12,897 | 0.02% | 0.03% | 29 | +2,529 | 0.41% | Q3 2025 | Nov 14, 2025 |
| Kestra Advisory Services, LLC | History | Added to | 603,315 | 12,482 | 0.06% | 0.06% | 30 | +16,802 | 2.86% | Q3 2025 | Nov 14, 2025 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 596,559 | 12,343 | 0.03% | 0.04% | 31 | -63,039 | -9.56% | Q3 2025 | Nov 12, 2025 |
| STIFEL FINANCIAL CORP | History | Reduced | 585,941 | 12,123 | 0.01% | 0.01% | 32 | -31,373 | -5.08% | Q3 2025 | Nov 12, 2025 |
| Legacy Private Trust Co. | History | Reduced | 570,205 | 11,797 | 0.7% | 0.8% | 33 | -31,421 | -5.22% | Q3 2025 | Oct 08, 2025 |
| Sanctuary Advisors, LLC | History | Added to | 570,209 | 11,791 | 0.07% | 0.05% | 34 | +153,582 | 36.86% | Q3 2025 | Jan 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 562,542 | 11,638 | 0.02% | 0.02% | 35 | +9,150 | 1.65% | Q3 2025 | Nov 13, 2025 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 543,313 | 11,241 | 0.15% | 0.16% | 36 | -2,411 | -0.44% | Q3 2025 | Nov 17, 2025 |
| HighTower Advisors, LLC | History | Reduced | 521,522 | 10,790 | 0.01% | 0.01% | 37 | -903 | -0.17% | Q3 2025 | Nov 07, 2025 |
| BCS Wealth Management | History | Reduced | 516,791 | 10,692 | 2.41% | 2.5% | 38 | -44,465 | -7.92% | Q3 2025 | Oct 22, 2025 |
| St. Louis Financial Planners Asset Management, LLC | History | Added to | 505,168 | 10,451 | 6.74% | 7.54% | 39 | +27,040 | 5.66% | Q3 2025 | Oct 02, 2025 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 487,541 | 10,087 | 0.01% | 0.02% | 40 | -306,790 | -38.62% | Q3 2025 | Oct 22, 2025 |
| Cetera Investment Advisers | History | Added to | 479,406 | 9,918 | 0.01% | 0.02% | 41 | +40,848 | 9.31% | Q3 2025 | Nov 14, 2025 |
| NewEdge Advisors, LLC | History | Reduced | 440,386 | 9,111 | 0.04% | 0.05% | 42 | -12,104 | -2.67% | Q3 2025 | Nov 17, 2025 |
| Janney Montgomery Scott LLC | History | Reduced | 437,759 | 9,057 | 0.02% | 0.03% | 43 | -35,255 | -7.45% | Q3 2025 | Oct 27, 2025 |
| Ledgewood Wealth Advisors, LLC | History | Reduced | 417,109 | 8,629 | 5.11% | 6.35% | 44 | -70,623 | -14.48% | Q3 2025 | Oct 24, 2025 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 405,077 | 8,381 | 0.72% | 0.83% | 45 | -32,690 | -7.47% | Q3 2025 | Oct 16, 2025 |
| SHUFRO ROSE & CO LLC | History | Reduced | 404,736 | 8,369 | 0.68% | 0.69% | 46 | -8,358 | -2.02% | Q3 2025 | Nov 12, 2025 |
| Goepper Burkhardt LLC | History | Reduced | 400,220 | 8,280 | 2.82% | 3.23% | 47 | -23,265 | -5.49% | Q3 2025 | Nov 14, 2025 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 385,592 | 7,978 | 0.0% | 0.0% | 48 | -78,626 | -16.94% | Q3 2025 | Nov 14, 2025 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 369,713 | 7,647 | 0.01% | 0.01% | 49 | +27,844 | 8.14% | Q3 2025 | Nov 04, 2025 |
| Lantz Financial LLC | History | Added to | 368,969 | 7,633 | 1.69% | 1.82% | 50 | +14,889 | 4.2% | Q3 2025 | Nov 06, 2025 |
| Sound Stewardship, LLC | History | Added to | 344,976 | 7,137 | 3.42% | 3.67% | 51 | +1,304 | 0.38% | Q3 2025 | Oct 15, 2025 |
| TFR Capital, LLC. | History | Added to | 340,849 | 7,052 | 2.35% | 2.24% | 52 | +41,474 | 13.85% | Q3 2025 | Oct 31, 2025 |
| Straight Path Wealth Management | History | Added to | 328,410 | 6,794 | 1.83% | 2.28% | 53 | +2,964 | 0.91% | Q3 2025 | Nov 03, 2025 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 315,239 | 6,522 | 1.23% | 1.31% | 54 | +15,150 | 5.05% | Q3 2025 | Oct 15, 2025 |
| CWM, LLC | History | Added to | 281,679 | 5,828 | 0.02% | 0.02% | 55 | +689 | 0.25% | Q3 2025 | Oct 15, 2025 |
| McCarthy & Cox | History | Reduced | 276,042 | 5,711 | 1.3% | 1.68% | 56 | -34,598 | -11.14% | Q3 2025 | Oct 14, 2025 |
| Private Advisor Group, LLC | History | Reduced | 272,620 | 5,640 | 0.03% | 0.04% | 57 | -59,170 | -17.83% | Q3 2025 | Nov 13, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 259,713 | 5,373 | 0.0% | 0.0% | 58 | +174,260 | 203.92% | Q3 2025 | Nov 14, 2025 |
| Krilogy Financial LLC | History | Added to | 241,639 | 5,001 | 0.19% | 0.23% | 59 | +45,306 | 23.08% | Q3 2025 | Nov 06, 2025 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 230,999 | 4,781 | 0.01% | 0.01% | 60 | -21,987 | -8.69% | Q3 2025 | Oct 29, 2025 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Reduced | 229,858 | 4,755 | 2.19% | 2.44% | 61 | -3,495 | -1.5% | Q3 2025 | Nov 03, 2025 |
| JANE STREET GROUP, LLC | History | Added to | 228,116 | 4,719 | 0.0% | 0.0% | 62 | +16,635 | 7.87% | Q3 2025 | Nov 14, 2025 |
| Mariner, LLC | History | Added to | 226,498 | 4,686 | 0.01% | 0.01% | 63 | +19,784 | 9.57% | Q3 2025 | Nov 14, 2025 |
| Integrated Wealth Concepts LLC | History | Reduced | 225,007 | 4,655 | 0.04% | 0.07% | 64 | -126,077 | -35.91% | Q3 2025 | Nov 14, 2025 |
| Trilogy Capital Inc. | History | Reduced | 220,239 | 4,556 | 0.21% | 0.22% | 65 | -2,236 | -1.01% | Q3 2025 | Oct 24, 2025 |
| Gladstone Institutional Advisory LLC | History | Added to | 218,818 | 4,527 | 0.17% | 0.18% | 66 | +9,798 | 4.69% | Q3 2025 | Oct 22, 2025 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Added to | 217,935 | 4,509 | 0.59% | 0.55% | 67 | +24,444 | 12.63% | Q3 2025 | Nov 10, 2025 |
| Farnam Financial LLC | History | Added to | 216,393 | 4,477 | 3.48% | 3.29% | 68 | +39,630 | 22.42% | Q3 2025 | Oct 24, 2025 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 213,915 | 4,425 | 0.0% | 0.0% | 69 | +4,638 | 2.22% | Q3 2025 | Nov 14, 2025 |
| WEBSTER BANK, N. A. | History | Reduced | 206,463 | 4,271 | 0.41% | 0.48% | 70 | -19,423 | -8.6% | Q3 2025 | Oct 23, 2025 |
| AA Financial Advisors, LLC | History | Reduced | 203,464 | 4,209 | 0.83% | 0.96% | 71 | -12,165 | -5.64% | Q3 2025 | Oct 14, 2025 |
| KICKSTAND VENTURES, LLC. | History | Reduced | 201,770 | 4,174 | 0.92% | 3.24% | 72 | -469,082 | -69.92% | Q3 2025 | Nov 14, 2025 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | Reduced | 199,051 | 4,118 | 0.09% | 0.1% | 73 | -25,717 | -11.44% | Q3 2025 | Oct 29, 2025 |
| Stratos Wealth Partners, LTD. | History | Added to | 196,196 | 4,059 | 0.05% | 0.05% | 74 | +18,773 | 10.58% | Q3 2025 | Nov 06, 2025 |
| Blue Barn Wealth, LLC | History | Reduced | 192,865 | 3,990 | 1.75% | 2.09% | 75 | -18,512 | -8.76% | Q3 2025 | Nov 14, 2025 |
| Addison Advisors LLC | History | Reduced | 192,618 | 3,985 | 0.92% | 1.01% | 76 | -3,935 | -2.0% | Q3 2025 | Nov 07, 2025 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 184,830 | 3,824 | 0.25% | 0.25% | 77 | +10,072 | 5.76% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Reduced | 178,773 | 3,698 | 0.0% | 0.0% | 78 | -309,780 | -63.41% | Q3 2025 | Nov 14, 2025 |
| BENJAMIN EDWARDS INC | History | Reduced | 178,544 | 3,693 | 0.04% | 0.15% | 79 | -375,958 | -67.8% | Q3 2025 | Oct 23, 2025 |
| Ellevest, Inc. | History | Added to | 178,253 | 3,688 | 0.53% | 0.38% | 80 | +62,729 | 54.3% | Q3 2025 | Nov 14, 2025 |
| Equitable Holdings, Inc. | History | Reduced | 172,696 | 3,573 | 0.03% | 0.03% | 81 | -11,466 | -6.23% | Q3 2025 | Nov 14, 2025 |
| Prospera Financial Services Inc | History | Added to | 165,352 | 3,421 | 0.06% | 0.06% | 82 | +11,892 | 7.75% | Q3 2025 | Nov 06, 2025 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 162,859 | 3,369 | 0.07% | 0.08% | 83 | +1,625 | 1.01% | Q3 2025 | Nov 10, 2025 |
| Avior Wealth Management, LLC | History | Reduced | 162,338 | 3,358 | 0.11% | 0.13% | 84 | -18,049 | -10.01% | Q3 2025 | Nov 14, 2025 |
| Gradient Investments LLC | History | Reduced | 159,382 | 3,297 | 0.06% | 0.07% | 85 | -16,591 | -9.43% | Q3 2025 | Oct 06, 2025 |
| Carnegie Investment Counsel | History | Reduced | 154,977 | 3,206 | 0.06% | 0.07% | 86 | -13,396 | -7.96% | Q3 2025 | Oct 16, 2025 |
| Horizons Wealth Management | History | Reduced | 150,351 | 3,110 | 2.12% | 2.32% | 87 | -6,944 | -4.41% | Q3 2025 | Oct 03, 2025 |
| Berger Financial Group, Inc | History | Reduced | 150,203 | 3,107 | 0.19% | 0.24% | 88 | -28,945 | -16.16% | Q3 2025 | Oct 14, 2025 |
| HB Wealth Management, LLC | History | Reduced | 149,959 | 3,102 | 0.02% | 0.03% | 89 | -17,252 | -10.32% | Q3 2025 | Oct 23, 2025 |
| Atria Investments, Inc | History | New | 140,377 | 2,904 | 0.03% | — | 90 | +140,377 | New | Q3 2025 | Nov 06, 2025 |
| AlphaStar Capital Management, LLC | History | Reduced | 137,716 | 2,849 | 0.25% | 0.37% | 91 | -113,842 | -45.25% | Q3 2025 | Nov 13, 2025 |
| Diversify Advisory Services, LLC | History | Reduced | 128,014 | 2,649 | 0.09% | 0.15% | 92 | -67,363 | -34.48% | Q3 2025 | Nov 13, 2025 |
| Tenon Financial LLC | History | Added to | 127,808 | 2,644 | 1.36% | 1.15% | 93 | +1,935 | 1.54% | Q3 2025 | Oct 15, 2025 |
| Keel Point, LLC | History | Added to | 125,267 | 2,591 | 0.16% | 0.17% | 94 | +1,212 | 0.98% | Q3 2025 | Dec 16, 2025 |
| CRA Financial Services, LLC | History | Reduced | 123,427 | 2,553 | 0.35% | 0.62% | 95 | -74,120 | -37.52% | Q3 2025 | Oct 16, 2025 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 122,762 | 2,539 | 0.05% | 0.05% | 96 | -2,269 | -1.81% | Q3 2025 | Nov 05, 2025 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 121,354 | 2,510 | 0.61% | 0.73% | 97 | -231 | -0.19% | Q3 2025 | Oct 28, 2025 |
| Creative Planning | History | Added to | 118,620 | 2,454 | 0.0% | 0.0% | 98 | +4,433 | 3.88% | Q3 2025 | Nov 14, 2025 |
| HUNTINGTON NATIONAL BANK | History | Added to | 116,289 | 2,406 | 0.01% | 0.01% | 99 | +17,180 | 17.33% | Q3 2025 | Nov 12, 2025 |
| Fusion Family Wealth LLC | History | New | 116,002 | 2,400 | 0.18% | — | 100 | +116,002 | New | Q3 2025 | Nov 06, 2025 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 115,345 | 2,386 | 0.24% | 0.28% | 101 | -6,208 | -5.11% | Q3 2025 | Nov 13, 2025 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | Added to | 114,936 | 2,378 | 0.6% | 0.66% | 102 | +1,222 | 1.07% | Q3 2025 | Nov 06, 2025 |
| Claro Advisors LLC | History | Reduced | 114,044 | 2,359 | 0.34% | 0.4% | 103 | -2,566 | -2.2% | Q3 2025 | Nov 12, 2025 |
| Atlantic Union Bankshares Corp | History | Reduced | 112,111 | 2,319 | 0.04% | 0.06% | 104 | -15,739 | -12.31% | Q3 2025 | Nov 04, 2025 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 112,001 | 2,317 | 0.0% | 0.0% | 105 | +53,124 | 90.23% | Q3 2025 | Nov 14, 2025 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 111,226 | 2,300 | 0.64% | 0.7% | 106 | 0 | 0.0% | Q3 2025 | Oct 29, 2025 |
| Redwood Financial Network Corp | History | Reduced | 109,463 | 2,264 | 1.43% | 1.53% | 107 | -184 | -0.17% | Q3 2025 | Nov 12, 2025 |
| Independent Solutions Wealth Management, LLC | History | Added to | 107,966 | 2,233 | 0.4% | 0.43% | 108 | +461 | 0.43% | Q3 2025 | Oct 23, 2025 |
| Infinity Wealth Counsel, LLC | History | Reduced | 107,644 | 2,227 | 2.16% | 3.36% | 109 | -53,280 | -33.11% | Q3 2025 | Oct 07, 2025 |
| Tower Research Capital LLC (TRC) | History | New | 107,153 | 2,216 | 0.06% | — | 110 | +107,153 | New | Q3 2025 | Nov 14, 2025 |
| Paradiem, LLC | History | No change | 101,076 | 2,091 | 0.49% | 0.53% | 111 | 0 | 0.0% | Q3 2025 | Oct 17, 2025 |
| Key FInancial Inc | History | Added to | 95,078 | 1,967 | 0.36% | 0.38% | 112 | +4,825 | 5.35% | Q3 2025 | Nov 05, 2025 |
| True Vision MN LLC | History | Added to | 95,033 | 1,966 | 1.02% | 1.07% | 113 | +1,721 | 1.84% | Q3 2025 | Oct 28, 2025 |
| HANOVER ADVISORS INC | History | Reduced | 94,369 | 1,952 | 0.76% | 0.8% | 114 | -220 | -0.23% | Q3 2025 | Nov 06, 2025 |
| Aptus Capital Advisors, LLC | History | New | 94,277 | 1,950 | 0.01% | — | 115 | +94,277 | New | Q3 2025 | Nov 12, 2025 |
| EVEXIA WEALTH LLC | History | Added to | 93,910 | 1,944 | 0.58% | 0.58% | 116 | +5,299 | 5.98% | Q3 2025 | Nov 12, 2025 |
| Oder Investment Management, LLC | History | Reduced | 92,368 | 1,911 | 1.37% | 1.6% | 117 | -10,014 | -9.78% | Q3 2025 | Nov 10, 2025 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 91,161 | 1,886 | 0.09% | 0.12% | 118 | -29,265 | -24.3% | Q3 2025 | Nov 12, 2025 |
| Accurate Wealth Management, LLC | History | Reduced | 88,351 | 1,830 | 0.24% | 0.28% | 119 | -556 | -0.63% | Q3 2025 | Oct 20, 2025 |
| CONTINUUM WEALTH ADVISORS, LLC | History | Added to | 86,509 | 1,789 | 0.76% | 0.71% | 120 | +14,838 | 20.7% | Q3 2025 | Oct 24, 2025 |
| Sigma Planning Corp | History | Reduced | 83,903 | 1,735 | 0.05% | 0.05% | 121 | -2,504 | -2.9% | Q3 2025 | Nov 10, 2025 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 82,925 | 1,715 | 0.44% | 0.47% | 122 | +2,767 | 3.45% | Q3 2025 | Nov 10, 2025 |
| Blossom Wealth Management | History | Added to | 82,463 | 1,706 | 2.76% | 2.86% | 123 | +4,349 | 5.57% | Q3 2025 | Oct 22, 2025 |
| &PARTNERS | History | Reduced | 81,942 | 1,688 | 0.01% | 0.01% | 124 | -3,129 | -3.68% | Q3 2025 | Nov 14, 2025 |
| HRT FINANCIAL LP | History | Added to | 81,088 | 1,677 | 0.01% | 0.01% | 125 | +14,508 | 21.79% | Q3 2025 | Nov 14, 2025 |
| Old Port Advisors | History | Reduced | 80,443 | 1,664 | 0.42% | 0.54% | 126 | -15,537 | -16.19% | Q3 2025 | Oct 06, 2025 |
| Opulen Financial Group LLC | History | Reduced | 74,747 | 1,546 | 1.17% | 1.27% | 127 | -73 | -0.1% | Q3 2025 | Nov 17, 2025 |
| Aspen Investment Management Inc | History | Reduced | 74,318 | 1,538 | 0.59% | 0.7% | 128 | -6,037 | -7.51% | Q3 2025 | Nov 12, 2025 |
| MGO ONE SEVEN LLC | History | Reduced | 73,395 | 1,518 | 0.04% | 0.22% | 129 | -259,337 | -77.94% | Q3 2025 | Oct 24, 2025 |
| Hobbs Group Advisors, LLC | History | Reduced | 70,197 | 1,452 | 0.45% | 0.73% | 130 | -32,816 | -31.86% | Q3 2025 | Nov 13, 2025 |
| Redmond Asset Management, LLC | History | Reduced | 64,896 | 1,342 | 0.33% | 0.33% | 131 | -2,014 | -3.01% | Q3 2025 | Nov 10, 2025 |
| Capital Analysts, LLC | History | Added to | 64,216 | 1,329 | 0.04% | 0.04% | 132 | +2,478 | 4.01% | Q3 2025 | Nov 14, 2025 |
| VestGen Advisors, LLC | History | Added to | 63,886 | 1,321 | 0.04% | 0.05% | 133 | +4,025 | 6.72% | Q3 2025 | Nov 14, 2025 |
| Richmond Investment Services, LLC | History | Reduced | 60,105 | 1,243 | 0.23% | 0.29% | 134 | -7,412 | -10.98% | Q3 2025 | Nov 12, 2025 |
| Farther Finance Advisors, LLC | History | Added to | 58,893 | 1,218 | 0.02% | 0.01% | 135 | +35,373 | 150.4% | Q3 2025 | Oct 14, 2025 |
| Genesis Wealth Advisors, LLC | History | Reduced | 57,755 | 1,194 | 0.84% | 0.95% | 136 | -3,300 | -5.4% | Q3 2025 | Oct 28, 2025 |
| Apeiron RIA LLC | History | Added to | 56,243 | 1,164 | 0.26% | 0.3% | 137 | +692 | 1.25% | Q3 2025 | Oct 14, 2025 |
| Vantage Point Financial LLC | History | Reduced | 56,047 | 1,159 | 0.45% | 0.59% | 138 | -9,289 | -14.22% | Q3 2025 | Oct 24, 2025 |
| EVERPAR ADVISORS LLC | History | Added to | 55,664 | 1,151 | 0.46% | 0.24% | 139 | +30,542 | 121.57% | Q3 2025 | Oct 17, 2025 |
| OneDigital Investment Advisors LLC | History | Reduced | 54,785 | 1,133 | 0.01% | 0.01% | 140 | -1,183 | -2.11% | Q3 2025 | Nov 10, 2025 |
| Resonant Capital Advisors, LLC | History | No change | 53,579 | 1,108 | 0.06% | 0.07% | 141 | 0 | 0.0% | Q3 2025 | Oct 29, 2025 |
| First Command Advisory Services, Inc. | History | Added to | 52,367 | 1,083 | 0.01% | 0.01% | 142 | +5,273 | 11.2% | Q3 2025 | Oct 31, 2025 |
| River Wealth Advisors LLC | History | Reduced | 52,186 | 1,079 | 0.13% | 0.14% | 143 | -681 | -1.29% | Q3 2025 | Nov 12, 2025 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 51,671 | 1,069 | 0.05% | 0.05% | 144 | -6,125 | -10.6% | Q3 2025 | Oct 28, 2025 |
| Curbstone Financial Management Corp | History | Reduced | 51,616 | 1,067 | 0.21% | 0.23% | 145 | -3,640 | -6.59% | Q3 2025 | Oct 15, 2025 |
| MORTON COMMUNITY BANK | History | Reduced | 51,523 | 1,066 | 0.25% | 0.32% | 146 | -11,351 | -18.05% | Q3 2025 | Nov 14, 2025 |
| Laurel Wealth Advisors LLC | History | Reduced | 51,291 | 1,061 | 0.15% | 0.35% | 147 | -60,419 | -54.09% | Q3 2025 | Nov 12, 2025 |
| SAWGRASS ASSET MANAGEMENT LLC | History | Reduced | 51,108 | 1,057 | 0.13% | 0.12% | 148 | -1,038 | -1.99% | Q3 2025 | Oct 31, 2025 |
| Stratos Wealth Advisors, LLC | History | Reduced | 49,781 | 1,029 | 0.05% | 0.08% | 149 | -20,687 | -29.36% | Q3 2025 | Nov 06, 2025 |
| Flaharty Asset Management, LLC | History | No change | 49,613 | 1,026 | 0.13% | 0.14% | 150 | 0 | 0.0% | Q3 2025 | Nov 04, 2025 |
| Cypress Wealth Services, LLC | History | Added to | 49,199 | 1,017 | 0.17% | 0.17% | 151 | +2,380 | 5.08% | Q3 2025 | Oct 15, 2025 |
| Strid Group, LLC | History | Added to | 49,057 | 1,014 | 0.13% | 0.14% | 152 | +521 | 1.07% | Q3 2025 | Oct 15, 2025 |
| Hills Bank & Trust Co | History | Reduced | 48,617 | 1,005 | 0.06% | 0.07% | 153 | -7,601 | -13.52% | Q3 2025 | Nov 13, 2025 |
| First Fiduciary Investment Counsel, Inc. | History | No change | 48,412 | 1,002 | 0.2% | 0.2% | 154 | 0 | 0.0% | Q3 2025 | Nov 05, 2025 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | History | Reduced | 48,301 | 999 | 0.28% | 0.31% | 155 | -2,141 | -4.24% | Q3 2025 | Oct 20, 2025 |
| Oliver Luxxe Assets LLC | History | Reduced | 48,213 | 997 | 0.16% | 0.19% | 156 | -2,821 | -5.53% | Q3 2025 | Oct 24, 2025 |
| Compound Planning, Inc. | History | Reduced | 48,152 | 996 | 0.03% | 0.05% | 157 | -9,807 | -16.92% | Q3 2025 | Nov 10, 2025 |
| RVW Wealth, LLC | History | Reduced | 48,097 | 995 | 0.08% | 0.11% | 158 | -14,138 | -22.72% | Q3 2025 | Oct 21, 2025 |
| Astoria Portfolio Advisors LLC. | History | Added to | 46,939 | 972 | 0.26% | 0.25% | 159 | +4,344 | 10.2% | Q3 2025 | Oct 09, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 46,656 | 965 | 0.14% | 0.09% | 160 | +11,494 | 32.69% | Q3 2025 | Nov 14, 2025 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 46,084 | 953 | 0.15% | 0.16% | 161 | -906 | -1.93% | Q3 2025 | Oct 21, 2025 |
| GTS SECURITIES LLC | History | Reduced | 45,850 | 948 | 0.04% | 0.06% | 162 | -15,284 | -25.0% | Q3 2025 | Nov 14, 2025 |
| Gryphon Financial Partners LLC | History | No change | 45,180 | 934 | 0.11% | 0.12% | 163 | 0 | 0.0% | Q3 2025 | Nov 12, 2025 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 44,650 | 923 | 0.02% | 0.03% | 164 | -7,458 | -14.31% | Q3 2025 | Nov 12, 2025 |
| Meridian Wealth Management, LLC | History | Reduced | 44,643 | 923 | 0.04% | 0.04% | 165 | -3,177 | -6.64% | Q3 2025 | Nov 04, 2025 |
| Belpointe Asset Management LLC | History | Added to | 43,244 | 894 | 0.03% | 0.03% | 166 | +3,362 | 8.43% | Q3 2025 | Nov 03, 2025 |
| Geneos Wealth Management Inc. | History | Reduced | 42,734 | 884 | 0.02% | 0.12% | 167 | -200,272 | -82.41% | Q3 2025 | Oct 22, 2025 |
| JPMORGAN CHASE & CO | History | Reduced | 42,439 | 878 | 0.0% | 0.0% | 168 | -89,819 | -67.91% | Q3 2025 | Nov 26, 2025 |
| Western Financial Corp/CA | History | Added to | 41,724 | 863 | 0.38% | 0.45% | 169 | +848 | 2.07% | Q3 2025 | Oct 21, 2025 |
| Koss-Olinger Consulting, LLC | History | No change | 41,402 | 856 | 0.07% | 0.07% | 170 | 0 | 0.0% | Q3 2025 | Oct 20, 2025 |
| YANKCOM Partnership | History | Reduced | 40,859 | 845 | 0.38% | 0.48% | 171 | -6,952 | -14.54% | Q3 2025 | Oct 20, 2025 |
| CENTRAL VALLEY ADVISORS, LLC | History | Reduced | 39,799 | 823 | 0.25% | 3.17% | 172 | -410,711 | -91.17% | Q3 2025 | Oct 09, 2025 |
| GLOBALT Investments LLC / GA | History | Reduced | 39,270 | 812 | 0.03% | 0.03% | 173 | -2,269 | -5.46% | Q3 2025 | Oct 14, 2025 |
| Wealthcare Advisory Partners LLC | History | Reduced | 39,168 | 810 | 0.02% | 0.02% | 174 | -1,549 | -3.8% | Q3 2025 | Nov 07, 2025 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 39,135 | 809 | 0.25% | 0.28% | 175 | -2,755 | -6.58% | Q3 2025 | Oct 27, 2025 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | No change | 38,988 | 806 | 0.35% | 0.38% | 176 | 0 | 0.0% | Q3 2025 | Oct 28, 2025 |
| COMERICA BANK | History | Reduced | 38,549 | 797 | 0.0% | 0.01% | 177 | -35,290 | -47.79% | Q3 2025 | Nov 14, 2025 |
| Kessler Investment Group, LLC | History | Added to | 36,955 | 764 | 0.33% | 0.3% | 178 | +1,906 | 5.44% | Q3 2025 | Oct 09, 2025 |
| 4Thought Financial Group Inc. | History | Reduced | 36,898 | 763 | 0.39% | 0.41% | 179 | -897 | -2.37% | Q3 2025 | Nov 03, 2025 |
| Financial Life Planners | History | Reduced | 36,803 | 761 | 0.51% | 0.65% | 180 | -2,011 | -5.18% | Q3 2025 | Nov 13, 2025 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Reduced | 36,734 | 760 | 0.06% | 0.23% | 181 | -100,253 | -73.18% | Q3 2025 | Nov 03, 2025 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 36,618 | 757 | 0.23% | 0.25% | 182 | -508 | -1.37% | Q3 2025 | Oct 16, 2025 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 35,961 | 744 | 0.01% | 0.01% | 183 | +636 | 1.8% | Q3 2025 | Nov 03, 2025 |
| Coordinated Financial Services, Inc. | History | Reduced | 35,773 | 740 | 0.47% | 0.52% | 185 | -839 | -2.29% | Q3 2025 | Oct 31, 2025 |
| BROWN ADVISORY INC | History | Reduced | 35,772 | 740 | 0.0% | 0.0% | 184 | -300 | -0.83% | Q3 2025 | Nov 14, 2025 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 35,464 | 733 | 0.03% | 0.07% | 186 | -50,899 | -58.94% | Q3 2025 | Nov 12, 2025 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Reduced | 33,405 | 691 | 0.16% | 0.18% | 187 | -600 | -1.76% | Q3 2025 | Oct 14, 2025 |
| Matthew Goff Investment Advisor, LLC | History | Reduced | 33,234 | 687 | 0.12% | 0.14% | 188 | -2,090 | -5.92% | Q3 2025 | Oct 15, 2025 |
| Beacon Pointe Advisors, LLC | History | Added to | 33,241 | 687 | 0.01% | 0.01% | 189 | +1,984 | 6.35% | Q3 2025 | Nov 14, 2025 |
| Savant Capital, LLC | History | Added to | 33,105 | 684 | 0.0% | 0.0% | 190 | +1,208 | 3.79% | Q3 2025 | Mar 04, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 32,880 | 680 | 0.47% | 0.6% | 191 | +225 | 0.69% | Q3 2025 | Oct 23, 2025 |
| DENVER WEALTH MANAGEMENT, INC. | History | Reduced | 32,652 | 675 | 0.25% | 0.31% | 192 | -3,389 | -9.4% | Q3 2025 | Nov 12, 2025 |
| ALERUS FINANCIAL NA | History | Added to | 31,916 | 660 | 0.03% | 0.02% | 193 | +21,187 | 197.47% | Q3 2025 | Nov 10, 2025 |
| Ballew Advisors, Inc | History | Reduced | 31,881 | 660 | 0.37% | 0.44% | 194 | -3,986 | -11.11% | Q3 2025 | Oct 15, 2025 |
| Red Spruce Capital, LLC | History | Reduced | 31,881 | 659 | 0.27% | 0.29% | 195 | -178 | -0.56% | Q3 2025 | Oct 06, 2025 |
| XY Planning Network, Inc. | History | No change | 30,856 | 638 | 0.22% | 0.22% | 196 | 0 | 0.0% | Q3 2025 | Nov 13, 2025 |
| OLD POINT TRUST & FINANCIAL SERVICES N A | History | New | 30,240 | 625 | 0.2% | — | 197 | +30,240 | New | Q3 2025 | Oct 08, 2025 |
| SFE Investment Counsel | History | Reduced | 30,170 | 624 | 0.1% | 0.17% | 198 | -16,946 | -35.97% | Q3 2025 | Nov 14, 2025 |
| Arkadios Wealth Advisors | History | Reduced | 29,765 | 615 | 0.01% | 0.03% | 199 | -19,993 | -40.18% | Q3 2025 | Oct 29, 2025 |
| Vermillion & White Wealth Management Group, LLC | History | Added to | 29,287 | 605 | 0.34% | 0.39% | 200 | +311 | 1.07% | Q3 2025 | Nov 26, 2025 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 28,722 | 594 | 0.01% | 0.01% | 201 | -1,540 | -5.09% | Q3 2025 | Oct 30, 2025 |
| Proficio Capital Partners LLC | History | Added to | 28,534 | 590 | 0.04% | 0.04% | 202 | +303 | 1.07% | Q3 2025 | Nov 17, 2025 |
| Phoenix Financial Ltd. | History | Reduced | 28,295 | 584 | 0.01% | 0.01% | 203 | -24,697 | -46.61% | Q3 2025 | Nov 13, 2025 |
| Global Financial Private Client, LLC | History | Reduced | 28,124 | 581 | 0.21% | 0.23% | 204 | -1,871 | -6.24% | Q3 2025 | Oct 21, 2025 |
| BridgePort Financial Solutions, LLC | History | Added to | 27,273 | 564 | 0.15% | 0.19% | 205 | +178 | 0.66% | Q3 2025 | Nov 06, 2025 |
| STEPHENS INC /AR/ | History | Reduced | 27,074 | 560 | 0.01% | 0.01% | 206 | -10,897 | -28.7% | Q3 2025 | Oct 27, 2025 |
| Well Done, LLC | History | Added to | 26,763 | 553 | 0.09% | 0.1% | 207 | +211 | 0.79% | Q3 2025 | Oct 28, 2025 |
| Newport Capital Group, LLC | History | New | 26,720 | 552 | 0.35% | — | 208 | +26,720 | New | Q3 2025 | Nov 21, 2025 |
| Sensible Money, LLC | History | Reduced | 26,632 | 551 | 0.19% | 0.21% | 209 | -36 | -0.13% | Q3 2025 | Nov 13, 2025 |
| Genesee Capital Advisors, LLC | History | Reduced | 26,619 | 550 | 0.24% | 0.25% | 210 | -176 | -0.66% | Q3 2025 | Nov 03, 2025 |
| Nalls Sherbakoff Group, LLC | History | Reduced | 26,483 | 547 | 0.37% | 0.41% | 211 | -799 | -2.93% | Q3 2025 | Mar 12, 2026 |
| Strathmore Capital Advisors, Inc. | History | Reduced | 26,340 | 544 | 0.22% | 0.29% | 213 | -4,990 | -15.93% | Q3 2025 | Oct 06, 2025 |
| SHAYNE & JACOBS, LLC | History | No change | 26,325 | 544 | 0.17% | 0.18% | 212 | 0 | 0.0% | Q3 2025 | Nov 05, 2025 |
| HUB Investment Partners, LLC | History | Reduced | 26,053 | 539 | 0.02% | 0.02% | 214 | -2,471 | -8.66% | Q3 2025 | Nov 12, 2025 |
| CIBC WORLD MARKET INC. | History | No change | 25,725 | 532 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q3 2025 | Nov 06, 2025 |
| Kovack Advisors, Inc. | History | Added to | 24,869 | 514 | 0.05% | 0.05% | 216 | +5 | 0.02% | Q3 2025 | Nov 10, 2025 |
| Castleview Partners, LLC | History | Reduced | 24,610 | 509 | 0.28% | 0.46% | 217 | -10,000 | -28.89% | Q3 2025 | Oct 10, 2025 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 24,535 | 507 | 0.03% | 0.03% | 218 | +11 | 0.04% | Q3 2025 | Oct 28, 2025 |
| Wealthspire Retirement, LLC | History | Reduced | 24,377 | 504 | 0.03% | 0.04% | 219 | -2,552 | -9.48% | Q3 2025 | Feb 06, 2026 |
| Capital Investment Advisors, LLC | History | New | 24,012 | 496 | 0.01% | — | 221 | +24,012 | New | Q3 2025 | Oct 23, 2025 |
| FIDUCIARY TRUST CO | History | No change | 23,988 | 496 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q3 2025 | Nov 14, 2025 |
| Tennessee Valley Asset Management Partners | History | New | 23,815 | 492 | 0.07% | — | 222 | +23,815 | New | Q3 2025 | Nov 13, 2025 |
| Oregon Pacific Wealth Management, LLC | History | Reduced | 23,823 | 492 | 0.43% | 0.5% | 223 | -1,800 | -7.02% | Q3 2025 | Oct 22, 2025 |
| Roundview Capital LLC | History | No change | 23,759 | 491 | 0.03% | 0.03% | 224 | 0 | 0.0% | Q3 2025 | Nov 12, 2025 |
| Arete Wealth Advisors, LLC | History | No change | 23,747 | 491 | 0.03% | 0.03% | 225 | 0 | 0.0% | Q3 2025 | Nov 12, 2025 |
| Ironwood Financial, llc | History | Reduced | 23,318 | 482 | 0.09% | 1.73% | 226 | -366,990 | -94.03% | Q3 2025 | Oct 22, 2025 |
| Heritage Trust Co | History | Reduced | 23,279 | 481 | 0.05% | 0.06% | 227 | -500 | -2.1% | Q3 2025 | Nov 12, 2025 |
| American Institute for Advanced Investment Management, LLP | History | Reduced | 22,468 | 464 | 0.3% | 0.42% | 229 | -6,500 | -22.44% | Q3 2025 | Nov 03, 2025 |
| HM PAYSON & CO | History | Added to | 22,458 | 464 | 0.01% | 0.01% | 228 | +2,456 | 12.28% | Q3 2025 | Oct 17, 2025 |
| Cordatus Wealth Management LLC | History | Added to | 22,173 | 458 | 0.11% | 0.09% | 230 | +3,974 | 21.84% | Q3 2025 | Oct 22, 2025 |
| Verdence Capital Advisors LLC | History | Added to | 21,311 | 440 | 0.03% | 0.03% | 231 | +1,011 | 4.98% | Q3 2025 | Oct 29, 2025 |
| US BANCORP \DE\ | History | Added to | 21,012 | 434 | 0.0% | 0.0% | 232 | +263 | 1.27% | Q3 2025 | Nov 12, 2025 |
| Nikulski Financial, Inc. | History | Reduced | 20,851 | 431 | 0.11% | 0.15% | 233 | -4,880 | -18.97% | Q3 2025 | Nov 05, 2025 |
| Waverly Advisors, LLC | History | Reduced | 20,616 | 426 | 0.0% | 0.01% | 234 | -5,400 | -20.76% | Q3 2025 | Nov 14, 2025 |
| Valmark Advisers, Inc. | History | No change | 20,515 | 424 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q3 2025 | Oct 24, 2025 |
| Independence Bank of Kentucky | History | Reduced | 20,343 | 420 | 0.05% | 0.06% | 236 | -753 | -3.57% | Q3 2025 | Oct 09, 2025 |
| WORLD EQUITY GROUP, INC. | History | Added to | 20,290 | 419 | 0.1% | 0.11% | 237 | +966 | 5.0% | Q3 2025 | Oct 24, 2025 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Reduced | 20,051 | 414 | 0.13% | 0.26% | 238 | -17,580 | -46.72% | Q3 2025 | Oct 30, 2025 |
| Goodman Financial Corp | History | No change | 19,825 | 410 | 0.08% | 0.08% | 239 | 0 | 0.0% | Q3 2025 | Nov 10, 2025 |
| Mesirow Financial Investment Management, Inc. | History | No change | 19,781 | 409 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q3 2025 | Nov 12, 2025 |
| Larson Financial Group LLC | History | Added to | 19,515 | 403 | 0.01% | 0.02% | 241 | +139 | 0.72% | Q3 2025 | Nov 14, 2025 |
| Milestones Private Investment Advisors LLC | History | Added to | 19,433 | 402 | 0.27% | 0.22% | 242 | +5,191 | 36.45% | Q3 2025 | Oct 22, 2025 |
| EASTERN BANK | History | Reduced | 19,094 | 395 | 0.01% | 0.01% | 243 | -11,166 | -36.9% | Q3 2025 | Oct 27, 2025 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 18,940 | 391 | 0.0% | 0.0% | 244 | -1,220 | -6.05% | Q3 2025 | Nov 07, 2025 |
| Pacific Wealth Strategies Group, Inc. | History | Reduced | 18,942 | 391 | 0.24% | 0.26% | 245 | -573 | -2.94% | Q3 2025 | Nov 05, 2025 |
| Kovitz Investment Group Partners, LLC | History | No change | 18,452 | 381 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q3 2025 | Nov 10, 2025 |
| Wilkins Miller Wealth Management, LLC | History | Reduced | 18,302 | 378 | 0.23% | 0.29% | 247 | -2,658 | -12.68% | Q3 2025 | Nov 10, 2025 |
| Savvy Advisors, Inc. | History | No change | 17,919 | 370 | 0.02% | 0.02% | 248 | 0 | 0.0% | Q3 2025 | Nov 06, 2025 |
| Wealth Quarterback LLC | History | New | 17,453 | 361 | 0.14% | — | 249 | +17,453 | New | Q3 2025 | Oct 20, 2025 |
| Certified Advisory Corp | History | Reduced | 17,281 | 357 | 0.03% | 0.04% | 250 | -2,591 | -13.04% | Q3 2025 | Nov 13, 2025 |
| Seek First Inc. | History | Added to | 17,223 | 356 | 0.26% | 0.23% | 251 | +3,618 | 26.59% | Q3 2025 | Nov 12, 2025 |
| Regal Investment Advisors LLC | History | Reduced | 16,990 | 351 | 0.02% | 0.03% | 252 | -2,255 | -11.72% | Q3 2025 | Nov 13, 2025 |
| Tassel Capital Management, Inc. | History | Reduced | 16,890 | 349 | 0.22% | 0.32% | 253 | -3,025 | -15.19% | Q3 2025 | Oct 28, 2025 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 15,958 | 330 | 0.0% | 0.0% | 254 | -1,100 | -6.45% | Q3 2025 | Oct 23, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 15,751 | 325 | 0.01% | 0.02% | 255 | -38,596 | -71.02% | Q3 2025 | Nov 12, 2025 |
| Ausdal Financial Partners, Inc. | History | Reduced | 15,503 | 320 | 0.02% | 0.02% | 256 | -55 | -0.35% | Q3 2025 | Nov 14, 2025 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 15,253 | 315 | 0.01% | 0.01% | 257 | +22 | 0.14% | Q3 2025 | Nov 10, 2025 |
| Smith Salley Wealth Management | History | New | 15,121 | 312 | 0.02% | — | 258 | +15,121 | New | Q3 2025 | Oct 20, 2025 |
| Net Worth Advisory Group | History | Reduced | 15,027 | 310 | 0.09% | 0.13% | 259 | -13,025 | -46.43% | Q3 2025 | Oct 15, 2025 |
| Keystone Financial Group | History | No change | 14,665 | 303 | 0.02% | 0.03% | 260 | 0 | 0.0% | Q3 2025 | Nov 17, 2025 |
| Stonebridge Financial Group, LLC | History | Added to | 14,469 | 299 | 0.03% | 0.03% | 261 | +61 | 0.42% | Q3 2025 | Oct 20, 2025 |
| CGN Advisors LLC | History | No change | 14,178 | 293 | 0.02% | 0.03% | 262 | 0 | 0.0% | Q3 2025 | Oct 09, 2025 |
| Axis Wealth Partners, LLC | History | New | 13,981 | 289 | 0.17% | — | 263 | +13,981 | New | Q3 2025 | Oct 24, 2025 |
| Mirador Capital Partners LP | History | Added to | 13,963 | 288 | 0.04% | 0.05% | 264 | +40 | 0.29% | Q3 2025 | Oct 07, 2025 |
| OPTIMA CAPITAL LLC | History | Added to | 13,838 | 286 | 0.14% | 0.15% | 265 | +41 | 0.3% | Q3 2025 | Oct 27, 2025 |
| FOCUS Wealth Advisors, LLC | History | No change | 13,566 | 280 | 0.13% | 0.15% | 266 | 0 | 0.0% | Q3 2025 | Oct 07, 2025 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 12,929 | 267 | 0.0% | 0.0% | 267 | -15,381 | -54.33% | Q3 2025 | Nov 12, 2025 |
| Coastwise Capital Group, LLC | History | Reduced | 12,949 | 267 | 0.19% | 0.23% | 268 | -1,028 | -7.35% | Q3 2025 | Oct 17, 2025 |
| Advisory Services Network, LLC | History | Reduced | 12,745 | 263 | 0.0% | 0.01% | 269 | -15,112 | -54.25% | Q3 2025 | Nov 18, 2025 |
| Glen Eagle Advisors, LLC | History | No change | 12,538 | 259 | 0.04% | 0.04% | 270 | 0 | 0.0% | Q3 2025 | Nov 14, 2025 |
| Berkshire Money Management, Inc. | History | No change | 12,403 | 256 | 0.03% | 0.03% | 271 | 0 | 0.0% | Q3 2025 | Oct 14, 2025 |
| RFG Advisory, LLC | History | Reduced | 12,325 | 255 | 0.01% | 0.01% | 273 | -1,774 | -12.58% | Q3 2025 | Nov 06, 2025 |
| RPg Family Wealth Advisory, LLC | History | No change | 12,354 | 255 | 0.06% | 0.07% | 272 | 0 | 0.0% | Q3 2025 | Nov 12, 2025 |
| Meriwether Wealth & Planning, LLC | History | Added to | 12,258 | 253 | 0.15% | 0.16% | 274 | +166 | 1.37% | Q3 2025 | Oct 15, 2025 |
| IEQ CAPITAL, LLC | History | Added to | 12,191 | 252 | 0.0% | 0.0% | 275 | +44 | 0.36% | Q3 2025 | Nov 14, 2025 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | No change | 12,099 | 250 | 0.06% | 0.07% | 276 | 0 | 0.0% | Q3 2025 | Oct 15, 2025 |
| Sculati Wealth Management, LLC | History | Reduced | 12,056 | 249 | 0.09% | 0.18% | 278 | -11,525 | -48.87% | Q3 2025 | Nov 14, 2025 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 12,036 | 249 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q3 2025 | Nov 05, 2025 |
| FCA CORP /TX | History | Reduced | 11,972 | 247 | 0.07% | 0.61% | 279 | -86,869 | -87.89% | Q3 2025 | Nov 14, 2025 |
| Summit Wealth Partners, LLC | History | Reduced | 11,711 | 242 | 0.04% | 0.06% | 280 | -3,782 | -24.41% | Q3 2025 | Oct 21, 2025 |
| Kaydan Wealth Management, Inc. | History | Added to | 11,520 | 238 | 0.07% | 0.08% | 281 | +1 | 0.01% | Q3 2025 | Oct 17, 2025 |
| Trinity Financial Advisors LLC | History | New | 11,318 | 234 | 0.07% | — | 282 | +11,318 | New | Q3 2025 | Oct 07, 2025 |
| WESPAC Advisors, LLC | History | Added to | 11,278 | 233 | 0.14% | 0.15% | 283 | +872 | 8.38% | Q3 2025 | Oct 27, 2025 |
| Foundry Financial Group, Inc. | History | No change | 11,036 | 228 | 0.12% | 0.13% | 284 | 0 | 0.0% | Q3 2025 | Oct 23, 2025 |
| Souders Financial Advisors | History | Reduced | 10,636 | 220 | 0.03% | 0.17% | 287 | -55,019 | -83.8% | Q3 2025 | Nov 04, 2025 |
| FIRST HORIZON CORP | History | New | 10,652 | 220 | 0.01% | — | 285 | +10,652 | New | Q3 2025 | Oct 27, 2025 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 10,659 | 220 | 0.01% | 0.01% | 286 | -2,437 | -18.61% | Q3 2025 | Oct 29, 2025 |
| SigFig Wealth Management, LLC | History | Added to | 10,554 | 218 | 0.01% | 0.01% | 288 | +663 | 6.7% | Q3 2025 | Oct 21, 2025 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | No change | 10,500 | 217 | 0.03% | 0.03% | 289 | 0 | 0.0% | Q3 2025 | Oct 31, 2025 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 10,174 | 210 | 0.03% | 0.03% | 290 | 0 | 0.0% | Q3 2025 | Oct 17, 2025 |
| Clearstead Advisors, LLC | History | Reduced | 9,965 | 206 | 0.0% | 0.0% | 291 | -5,596 | -35.96% | Q3 2025 | Nov 10, 2025 |
| ArborFi Advisors, LLC | History | Reduced | 9,957 | 206 | 0.17% | 0.19% | 292 | -363 | -3.52% | Q3 2025 | Nov 03, 2025 |
| Concurrent Investment Advisors, LLC | History | New | 9,770 | 202 | 0.0% | — | 293 | +9,770 | New | Q3 2025 | Oct 27, 2025 |
| MATAURO, LLC | History | New | 9,716 | 201 | 0.03% | — | 294 | +9,716 | New | Q3 2025 | Oct 10, 2025 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 9,689 | 200 | 0.07% | 0.08% | 295 | 0 | 0.0% | Q3 2025 | Oct 21, 2025 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 8,373 | 173 | 0.01% | 0.01% | 296 | +42 | 0.5% | Q3 2025 | Nov 06, 2025 |
| Signature Resources Capital Management, LLC | History | Reduced | 8,248 | 170 | 0.09% | 0.11% | 297 | -762 | -8.46% | Q3 2025 | Oct 16, 2025 |
| Global Retirement Partners, LLC | History | Reduced | 7,978 | 165 | 0.0% | 0.0% | 298 | -1,139 | -12.49% | Q3 2025 | Oct 21, 2025 |
| PRIVATE TRUST CO NA | History | No change | 7,816 | 161 | 0.01% | 0.02% | 299 | 0 | 0.0% | Q3 2025 | Oct 15, 2025 |
| Crews Bank & Trust | History | Reduced | 7,630 | 157 | 0.02% | 0.04% | 300 | -3,655 | -32.39% | Q3 2025 | Oct 22, 2025 |
| Palisade Asset Management, LLC | History | New | 7,445 | 154 | 0.01% | — | 301 | +7,445 | New | Q3 2025 | Nov 17, 2025 |
| JPL Wealth Management, LLC | History | New | 7,341 | 151 | 0.04% | — | 302 | +7,341 | New | Q3 2025 | Nov 14, 2025 |
| AdvisorNet Financial, Inc | History | Reduced | 7,021 | 145 | 0.01% | 0.01% | 303 | -573 | -7.55% | Q3 2025 | Oct 09, 2025 |
| TD Waterhouse Canada Inc. | History | Reduced | 7,000 | 144 | 0.0% | 0.0% | 304 | -4,350 | -38.33% | Q3 2025 | Nov 03, 2025 |
| Colonial Trust Advisors | History | Reduced | 6,200 | 128 | 0.01% | 0.24% | 305 | -134,360 | -95.59% | Q3 2025 | Nov 10, 2025 |
| FMR LLC | History | Reduced | 5,931 | 122 | 0.0% | 0.0% | 306 | -8,539 | -59.01% | Q3 2025 | Nov 13, 2025 |
| United Community Bank | History | No change | 5,800 | 120 | 0.04% | 0.04% | 307 | 0 | 0.0% | Q3 2025 | Nov 04, 2025 |
| Heartwood Wealth Advisors LLC | History | New | 5,098 | 105 | 0.01% | — | 308 | +5,098 | New | Q3 2025 | Oct 06, 2025 |
| IFP Advisors, Inc | History | No change | 5,000 | 103 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q3 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 4,971 | 102 | 0.0% | 0.0% | 310 | -8,321 | -62.6% | Q3 2025 | Nov 14, 2025 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 4,408 | 91 | 0.0% | — | 311 | +4,408 | New | Q3 2025 | Nov 13, 2025 |
| CIBC Private Wealth Group LLC | History | No change | 4,256 | 88 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q3 2025 | Nov 24, 2025 |
| Archer Investment Corp | History | No change | 4,099 | 84 | 0.02% | 0.02% | 313 | 0 | 0.0% | Q3 2025 | Nov 03, 2025 |
| Rialto Wealth Management, LLC | History | No change | 3,769 | 77 | 0.02% | 0.02% | 314 | 0 | 0.0% | Q3 2025 | Nov 07, 2025 |
| FIRST UNITED BANK & TRUST | History | New | 3,687 | 76 | 0.02% | — | 315 | +3,687 | New | Q3 2025 | Oct 27, 2025 |
| Caldwell Trust Co | History | No change | 3,420 | 70 | 0.01% | 0.01% | 316 | 0 | 0.0% | Q3 2025 | Oct 23, 2025 |
| Marquette Asset Management, LLC | History | No change | 3,383 | 69 | 0.01% | 0.01% | 317 | 0 | 0.0% | Q3 2025 | Oct 24, 2025 |
| Sarver Vrooman Wealth Advisors | History | No change | 2,902 | 60 | 0.04% | 0.04% | 318 | 0 | 0.0% | Q3 2025 | Oct 23, 2025 |
| Tidemark, LLC | History | Added to | 2,595 | 53 | 0.02% | 0.02% | 319 | +2 | 0.08% | Q3 2025 | Nov 03, 2025 |
| FIFTH THIRD BANCORP | History | New | 2,398 | 49 | 0.0% | — | 320 | +2,398 | New | Q3 2025 | Nov 07, 2025 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 2,187 | 45 | 0.0% | 0.0% | 321 | +23 | 1.06% | Q3 2025 | Nov 12, 2025 |
| AE Wealth Management LLC | History | Added to | 2,000 | 41 | 0.0% | 0.0% | 322 | +1,291 | 182.09% | Q3 2025 | Nov 03, 2025 |
| Rosenberg Matthew Hamilton | History | No change | 2,000 | 41 | 0.01% | 0.01% | 323 | 0 | 0.0% | Q3 2025 | Nov 10, 2025 |
| Ameritas Advisory Services, LLC | History | Reduced | 1,857 | 38 | 0.0% | 0.01% | 324 | -2,913 | -61.07% | Q3 2025 | Nov 06, 2025 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 1,820 | 37 | 0.02% | 0.02% | 325 | 0 | 0.0% | Q3 2025 | Nov 10, 2025 |
| Ameritas Investment Partners, Inc. | History | Added to | 1,641 | 33 | 0.0% | 0.0% | 326 | +9 | 0.55% | Q3 2025 | Nov 10, 2025 |
| CX Institutional | History | New | 1,366 | 28 | 0.0% | — | 327 | +1,366 | New | Q3 2025 | Oct 23, 2025 |
| Fourth Dimension Wealth, LLC | History | Reduced | 1,300 | 26 | 0.01% | 0.31% | 328 | -34,646 | -96.38% | Q3 2025 | Nov 04, 2025 |
| Ironwood Wealth Management, LLC. | History | Reduced | 1,038 | 21 | 0.01% | 0.11% | 329 | -13,207 | -92.71% | Q3 2025 | Oct 27, 2025 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 1,042 | 21 | 0.0% | 0.0% | 330 | -193 | -15.63% | Q3 2025 | Nov 14, 2025 |
| Colonial Trust Co / SC | History | Reduced | 1,000 | 20 | 0.0% | 0.21% | 332 | -68,811 | -98.57% | Q3 2025 | Nov 10, 2025 |
| Fortis Group Advisors, LLC | History | No change | 977 | 20 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q3 2025 | Nov 07, 2025 |
| Aspect Partners, LLC | History | No change | 1,010 | 20 | 0.01% | 0.01% | 333 | 0 | 0.0% | Q3 2025 | Nov 06, 2025 |
| Orion Capital Management LLC | History | No change | 939 | 19 | 0.01% | 0.01% | 334 | 0 | 0.0% | Q3 2025 | Oct 31, 2025 |
| True Wealth Design, LLC | History | New | 898 | 18 | 0.01% | — | 335 | +898 | New | Q3 2025 | Oct 21, 2025 |
| First PREMIER Bank | History | No change | 700 | 14 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q3 2025 | Oct 15, 2025 |
| ORG Partners LLC | History | Reduced | 637 | 13 | 0.0% | 0.11% | 338 | -24,408 | -97.46% | Q3 2025 | Oct 24, 2025 |
| NBC SECURITIES, INC. | History | Added to | 645 | 13 | 0.0% | 0.0% | 337 | +23 | 3.7% | Q3 2025 | Nov 14, 2025 |
| DiNuzzo Private Wealth, Inc. | History | No change | 557 | 11 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q3 2025 | Oct 14, 2025 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 483 | 9 | 0.0% | 0.01% | 340 | 0 | 0.0% | Q3 2025 | Nov 12, 2025 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 456 | 9 | 0.01% | 0.01% | 341 | 0 | 0.0% | Q3 2025 | Oct 07, 2025 |
| Golden State Wealth Management, LLC | History | Added to | 389 | 8 | 0.0% | 0.0% | 343 | +116 | 42.49% | Q3 2025 | Nov 03, 2025 |
| Anchor Investment Management, LLC | History | No change | 418 | 8 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q3 2025 | Nov 14, 2025 |
| Glass Jacobson Investment Advisors llc | History | No change | 420 | 8 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q3 2025 | Oct 29, 2025 |
| Sound Income Strategies, LLC | History | No change | 301 | 6 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q3 2025 | Oct 10, 2025 |
| Davis Capital Management | History | New | 189 | 3 | 0.0% | — | 346 | +189 | New | Q3 2025 | Oct 21, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 108 | 2 | 0.0% | — | 347 | +108 | New | Q3 2025 | Nov 13, 2025 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 103 | 2 | 0.0% | — | 349 | +103 | New | Q3 2025 | Feb 10, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 140 | 2 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q3 2025 | Oct 21, 2025 |
| SouthState Bank Corp | History | No change | 55 | 1 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q3 2025 | Nov 05, 2025 |
| ADIRONDACK TRUST CO | History | No change | 73 | 1 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q3 2025 | Oct 20, 2025 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -1,311,042 | -100.0% | Q2 2025 | Nov 21, 2025 |
| Leo Wealth, LLC | History | Closed out | 0 | 0 | — | 0.96% | — | -598,265 | -100.0% | Q2 2025 | Jul 24, 2025 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.02% | — | -355,530 | -100.0% | Q2 2025 | Aug 26, 2025 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | 0.04% | — | -353,752 | -100.0% | Q2 2025 | Aug 07, 2025 |
| Modern Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -326,771 | -100.0% | Q2 2025 | Nov 12, 2025 |
| Marietta Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.82% | — | -303,166 | -100.0% | Q2 2025 | Jul 22, 2025 |
| EP Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -262,060 | -100.0% | Q2 2025 | Aug 14, 2025 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -171,498 | -100.0% | Q2 2025 | Aug 12, 2025 |
| PRIVATE CLIENT SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.92% | — | -114,435 | -100.0% | Q2 2025 | Jul 01, 2025 |
| SEMITAM BONAM LLC | History | Closed out | 0 | 0 | — | 1.43% | — | -73,706 | -100.0% | Q2 2025 | Jul 29, 2025 |
| Freedom Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.12% | — | -71,488 | -100.0% | Q2 2025 | Jul 30, 2025 |
| Beaumont Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -68,937 | -100.0% | Q2 2025 | Jul 16, 2025 |
| BankPlus Trust Department | History | Closed out | 0 | 0 | — | 0.39% | — | -63,773 | -100.0% | Q2 2025 | Jul 23, 2025 |
| FC Advisory LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -49,755 | -100.0% | Q2 2025 | Aug 14, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -45,386 | -100.0% | Q2 2025 | Aug 14, 2025 |
| Apella Capital, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -41,332 | -100.0% | Q2 2025 | Jul 08, 2025 |
| RFG - Bristol Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -30,601 | -100.0% | Q2 2025 | Aug 06, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -27,248 | -100.0% | Q2 2025 | Aug 13, 2025 |
| Western Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -24,992 | -100.0% | Q2 2025 | Aug 11, 2025 |
| Stonebridge Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -23,731 | -100.0% | Q2 2025 | Aug 15, 2025 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -15,709 | -100.0% | Q2 2025 | Aug 14, 2025 |
| CapWealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -12,515 | -100.0% | Q2 2025 | Jul 29, 2025 |
| Revolve Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -12,181 | -100.0% | Q2 2025 | Jul 28, 2025 |
| Avidian Wealth Enterprises, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,010 | -100.0% | Q2 2025 | Jul 30, 2025 |
| Midwest Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -10,600 | -100.0% | Q2 2025 | Aug 07, 2025 |
| Apollon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,500 | -100.0% | Q2 2025 | Jul 25, 2025 |
| Vontobel Holding Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,000 | -100.0% | Q2 2025 | Jul 23, 2025 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -9,898 | -100.0% | Q2 2025 | Aug 15, 2025 |
| COURIER CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,770 | -100.0% | Q2 2025 | Jul 28, 2025 |
| YHB Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -9,762 | -100.0% | Q2 2025 | Jul 10, 2025 |
| Capital Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,200 | -100.0% | Q2 2025 | Aug 08, 2025 |
| Garde Capital, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,980 | -100.0% | Q2 2025 | Jul 03, 2025 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,863 | -100.0% | Q2 2025 | Jul 29, 2025 |
| SJS Investment Consulting Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,736 | -100.0% | Q2 2025 | Jul 15, 2025 |
| Wilmington Savings Fund Society, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -1,523 | -100.0% | Q2 2025 | Jul 28, 2025 |
| Transce3nd, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,488 | -100.0% | Q2 2025 | Aug 13, 2025 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -1,359 | -100.0% | Q2 2025 | Aug 12, 2025 |
| Parkside Financial Bank & Trust | History | Closed out | 0 | 0 | — | 0.0% | — | -375 | -100.0% | Q2 2025 | Aug 07, 2025 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 15 | 0 | — | — | — | +15 | New | Q3 2025 | Feb 23, 2026 |
| Brooklyn Investment Group | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2025 | Aug 14, 2025 |
| Russell Investments Group, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Nov 13, 2025 |