Invesco Exchange-Traded Self-Indexed Fund Trust - BSCS
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 8,629,850 | 177,774 | 0.01% | 0.01% | 1 | +672,038 | 8.45% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 7,828,213 | 161,261 | 0.03% | 0.03% | 2 | +432,504 | 5.85% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 7,283,905 | 150,048 | 0.04% | 0.03% | 3 | +1,995,326 | 37.73% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 6,263,583 | 129,029 | 0.04% | 0.04% | 4 | +535,091 | 9.34% | Q4 2025 | Feb 18, 2026 |
| Lido Advisors, LLC | History | Added to | 5,342,067 | 109,900 | 0.33% | 0.32% | 5 | +305,484 | 6.07% | Q4 2025 | Feb 10, 2026 |
| TruWealth Advisors, LLC | History | Added to | 4,476,284 | 92,211 | 4.51% | 4.56% | 6 | +91,181 | 2.08% | Q4 2025 | Jan 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,714,617 | 76,521 | 0.01% | 0.0% | 7 | +226,054 | 6.48% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 3,689,750 | 76,008 | 0.01% | 0.01% | 8 | +637,805 | 20.9% | Q4 2025 | Jan 29, 2026 |
| Invesco Ltd. | History | Added to | 3,291,013 | 67,794 | 0.01% | 0.01% | 9 | +859,871 | 35.37% | Q4 2025 | Feb 19, 2026 |
| Clearstead Advisors, LLC | History | Added to | 3,062,356 | 63,084 | 0.8% | 0.77% | 10 | +196,796 | 6.87% | Q4 2025 | Feb 09, 2026 |
| Hills Bank & Trust Co | History | Added to | 2,386,712 | 49,166 | 2.86% | 2.86% | 11 | +25,033 | 1.06% | Q4 2025 | Feb 05, 2026 |
| Fusion Family Wealth, LLC | History | Added to | 2,091,255 | 43,079 | 3.26% | 2.5% | 12 | +466,188 | 28.69% | Q4 2025 | Feb 04, 2026 |
| MAI Capital Management | History | Added to | 2,050,907 | 42,248 | 0.24% | 0.21% | 13 | +376,786 | 22.51% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,704,304 | 35,109 | 0.01% | — | 14 | +1,704,304 | New | Q4 2025 | Feb 17, 2026 |
| TLWM | History | Added to | 1,505,622 | 31,015 | 5.68% | 5.08% | 15 | +131,056 | 9.53% | Q4 2025 | Jan 12, 2026 |
| Brookstone Capital Management | History | Added to | 1,399,728 | 28,834 | 0.33% | 0.34% | 16 | +11,774 | 0.85% | Q4 2025 | Jan 15, 2026 |
| SNS Financial Group, LLC | History | Added to | 1,230,828 | 25,355 | 2.18% | 1.64% | 17 | +312,757 | 34.07% | Q4 2025 | Feb 02, 2026 |
| DAVIS R M INC | History | Added to | 1,205,579 | 24,834 | 0.43% | 0.31% | 18 | +354,016 | 41.57% | Q4 2025 | Feb 12, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 1,205,018 | 24,823 | 1.97% | 1.95% | 19 | +69,280 | 6.1% | Q4 2025 | Feb 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,118,412 | 23,039 | 0.06% | 0.06% | 20 | +137,860 | 14.06% | Q4 2025 | Feb 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,089,771 | 22,452 | 0.03% | 0.03% | 21 | +57,658 | 5.59% | Q4 2025 | Feb 17, 2026 |
| Anchor Investment Management, LLC | History | Added to | 1,087,252 | 22,397 | 1.82% | 1.71% | 22 | +81,932 | 8.15% | Q4 2025 | Feb 26, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,084,184 | 22,334 | 0.01% | 0.01% | 23 | +178,327 | 19.69% | Q4 2025 | Feb 10, 2026 |
| MANCHESTER FINANCIAL INC | History | Added to | 1,011,972 | 20,846 | 3.9% | 4.07% | 24 | +19,866 | 2.0% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 1,011,892 | 20,844 | 0.05% | 0.05% | 25 | +109,593 | 12.15% | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 968,703 | 19,955 | 0.11% | — | 26 | +968,703 | New | Q4 2025 | Feb 03, 2026 |
| Clark Asset Management, LLC | History | Added to | 963,241 | 19,842 | 2.06% | 2.02% | 27 | +118,463 | 14.02% | Q4 2025 | Jan 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 910,954 | 18,765 | 0.0% | 0.0% | 28 | +85,746 | 10.39% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Added to | 872,280 | 17,968 | 0.03% | 0.03% | 29 | +29,025 | 3.44% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 866,231 | 17,844 | 0.02% | 0.02% | 30 | +67,358 | 8.43% | Q4 2025 | Feb 13, 2026 |
| Legacy Financial Group LLC | History | Added to | 859,209 | 17,691 | 2.19% | 2.12% | 31 | +70,983 | 9.01% | Q4 2025 | Feb 05, 2026 |
| Rothschild Wealth LLC | History | New | 828,719 | 17,071 | 1.64% | — | 32 | +828,719 | New | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 816,373 | 16,817 | 0.09% | 0.09% | 33 | +99,232 | 13.84% | Q4 2025 | Feb 17, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 803,896 | 16,560 | 1.12% | 0.42% | 34 | +552,275 | 219.49% | Q4 2025 | Feb 09, 2026 |
| Asset Dedication, LLC | History | Added to | 792,335 | 16,322 | 1.07% | 0.82% | 35 | +198,240 | 33.37% | Q4 2025 | Jan 26, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 717,133 | 14,772 | 0.77% | 0.02% | 36 | +696,467 | 3370.11% | Q4 2025 | Feb 05, 2026 |
| BCS Wealth Management | History | Added to | 662,496 | 13,647 | 1.38% | 1.4% | 37 | +361,168 | 119.86% | Q4 2025 | Jan 26, 2026 |
| GPM Growth Investors, Inc. | History | Reduced | 662,293 | 13,643 | 5.32% | 5.28% | 38 | -4,625 | -0.69% | Q4 2025 | Jan 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 634,034 | 13,061 | 0.02% | 0.03% | 39 | +30,738 | 5.1% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 629,235 | 12,962 | 0.05% | 0.06% | 40 | -26,285 | -4.01% | Q4 2025 | Feb 18, 2026 |
| KIRR MARBACH & CO LLC /IN/ | History | Added to | 628,956 | 12,956 | 2.48% | 1.97% | 41 | +98,083 | 18.48% | Q4 2025 | Jan 26, 2026 |
| Goepper Burkhardt LLC | History | Added to | 578,105 | 11,908 | 3.88% | 3.63% | 42 | +60,036 | 11.59% | Q4 2025 | Feb 09, 2026 |
| Advisors Capital Management, LLC | History | Added to | 568,238 | 11,705 | 0.14% | 0.13% | 43 | +47,732 | 9.17% | Q4 2025 | Jan 29, 2026 |
| COOKSON PEIRCE & CO INC | History | Added to | 536,700 | 11,056 | 0.46% | 0.42% | 44 | +39,552 | 7.96% | Q4 2025 | Feb 11, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 521,816 | 10,749 | 0.2% | 0.16% | 45 | +106,453 | 25.63% | Q4 2025 | Feb 04, 2026 |
| Ironwood Financial, llc | History | Reduced | 512,096 | 10,544 | 1.79% | 1.89% | 46 | -5,172 | -1.0% | Q4 2025 | Jan 15, 2026 |
| Straight Path Wealth Management | History | Added to | 510,958 | 10,525 | 2.84% | 2.65% | 47 | +32,982 | 6.9% | Q4 2025 | Feb 11, 2026 |
| First International Bank of Israel Ltd. | History | No change | 498,000 | 10,258 | 4.9% | 5.81% | 48 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Added to | 493,899 | 10,174 | 3.04% | 3.0% | 49 | +23,200 | 4.93% | Q4 2025 | Jan 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 474,940 | 9,783 | 0.01% | 0.01% | 50 | -60,677 | -11.33% | Q4 2025 | Feb 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 474,328 | 9,771 | 0.05% | 0.03% | 51 | +229,551 | 93.78% | Q4 2025 | Jan 29, 2026 |
| Focus Partners Wealth | History | Added to | 471,505 | 9,712 | 0.01% | 0.01% | 52 | +48,904 | 11.57% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 467,496 | 9,630 | 0.02% | 0.02% | 53 | +44,062 | 10.41% | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 461,322 | 9,503 | 0.01% | 0.01% | 54 | +88,034 | 23.58% | Q4 2025 | Feb 17, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 451,736 | 9,305 | 0.78% | 0.76% | 55 | +18,536 | 4.28% | Q4 2025 | Jan 15, 2026 |
| AMJ Financial Wealth Management | History | Added to | 447,346 | 9,215 | 2.18% | 2.18% | 56 | +3,274 | 0.74% | Q4 2025 | Feb 05, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | Added to | 434,705 | 8,955 | 0.19% | 0.18% | 57 | +22,903 | 5.56% | Q4 2025 | Feb 12, 2026 |
| Ledgewood Wealth Advisors, LLC | History | Added to | 431,014 | 8,878 | 5.11% | 4.89% | 58 | +29,468 | 7.34% | Q4 2025 | Jan 16, 2026 |
| Cornerstone Planning, LLC | History | New | 423,997 | 8,741 | 2.03% | — | 59 | +423,997 | New | Q4 2025 | Mar 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 411,258 | 8,471 | 0.03% | 0.01% | 60 | +313,808 | 322.02% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Reduced | 402,830 | 8,298 | 0.02% | 0.03% | 61 | -7,565 | -1.84% | Q4 2025 | Jan 26, 2026 |
| Sound Stewardship, LLC | History | Added to | 400,621 | 8,252 | 3.95% | 3.63% | 62 | +32,881 | 8.94% | Q4 2025 | Jan 30, 2026 |
| Summit Financial, LLC | History | Added to | 386,616 | 7,964 | 0.12% | 0.12% | 63 | +16,596 | 4.49% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 381,273 | 7,854 | 0.01% | 0.01% | 64 | +88,844 | 30.38% | Q4 2025 | Feb 17, 2026 |
| HUB Investment Partners, LLC | History | Added to | 380,070 | 7,829 | 0.2% | 0.25% | 65 | +19,511 | 5.41% | Q4 2025 | Feb 17, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Reduced | 371,955 | 7,662 | 2.53% | 2.75% | 66 | -11,426 | -2.98% | Q4 2025 | Feb 17, 2026 |
| Colonial Trust Advisors | History | Added to | 362,965 | 7,477 | 0.56% | 0.49% | 67 | +56,273 | 18.35% | Q4 2025 | Feb 12, 2026 |
| Marietta Wealth Management, LLC | History | Added to | 345,287 | 7,112 | 0.82% | 0.82% | 68 | +20,040 | 6.16% | Q4 2025 | Jan 28, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 337,299 | 6,948 | 0.32% | — | 69 | +337,299 | New | Q4 2025 | Feb 13, 2026 |
| SFE Investment Counsel | History | Added to | 316,637 | 6,522 | 1.0% | 1.0% | 70 | +11,723 | 3.84% | Q4 2025 | Feb 05, 2026 |
| Align Financial, LLC | History | New | 6,489 | 6,489 | 0.0% | — | 71 | +6,489 | New | Q4 2025 | Feb 17, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Reduced | 313,887 | 6,466 | 3.85% | 4.02% | 72 | -2,893 | -0.91% | Q4 2025 | Jan 21, 2026 |
| Carnegie Investment Counsel | History | Added to | 307,572 | 6,335 | 0.12% | 0.11% | 73 | +24,368 | 8.6% | Q4 2025 | Jan 23, 2026 |
| Carmel Capital Partners, LLC | History | Added to | 298,063 | 6,140 | 2.16% | 1.91% | 74 | +77,295 | 35.01% | Q4 2025 | Jan 29, 2026 |
| ProVise Management Group, LLC | History | Added to | 297,270 | 6,123 | 0.44% | 0.36% | 75 | +59,339 | 24.94% | Q4 2025 | Jan 29, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 292,657 | 6,028 | 0.12% | 0.13% | 76 | +29,089 | 11.04% | Q4 2025 | Feb 03, 2026 |
| MORTON COMMUNITY BANK | History | Added to | 279,002 | 5,747 | 1.24% | 1.27% | 77 | +10,934 | 4.08% | Q4 2025 | Feb 13, 2026 |
| Souders Financial Advisors | History | Added to | 275,454 | 5,674 | 0.65% | 0.65% | 78 | +9,158 | 3.44% | Q4 2025 | Feb 02, 2026 |
| Private Advisor Group, LLC | History | Reduced | 271,336 | 5,589 | 0.03% | 0.03% | 79 | -5,076 | -1.84% | Q4 2025 | Feb 17, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 260,467 | 5,365 | 2.34% | 2.24% | 80 | +23,592 | 9.96% | Q4 2025 | Jan 29, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Added to | 257,088 | 5,296 | 0.69% | 0.59% | 81 | +38,441 | 17.58% | Q4 2025 | Feb 10, 2026 |
| Farnam Financial LLC | History | Added to | 256,323 | 5,280 | 3.97% | 3.55% | 82 | +34,289 | 15.44% | Q4 2025 | Jan 26, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 246,336 | 5,074 | 0.67% | 0.57% | 83 | +47,591 | 23.95% | Q4 2025 | Jan 30, 2026 |
| Parisi Gray Wealth Management | History | Added to | 245,745 | 5,062 | 1.15% | 0.59% | 84 | +135,948 | 123.82% | Q4 2025 | Jan 07, 2026 |
| Colonial Trust Co / SC | History | Added to | 243,353 | 5,013 | 0.67% | 0.58% | 85 | +32,216 | 15.26% | Q4 2025 | Feb 12, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 232,081 | 4,780 | 0.45% | 0.01% | 86 | +227,081 | 4541.62% | Q4 2025 | Jan 23, 2026 |
| KINTRA WEALTH, LLC | History | New | 229,759 | 4,733 | 0.66% | — | 87 | +229,759 | New | Q4 2025 | Feb 18, 2026 |
| Berger Financial Group, Inc | History | Reduced | 227,648 | 4,689 | 0.27% | 0.28% | 88 | -1,862 | -0.81% | Q4 2025 | Jan 27, 2026 |
| Trilogy Capital Inc. | History | Added to | 220,193 | 4,535 | 0.2% | 0.2% | 89 | +8,825 | 4.18% | Q4 2025 | Jan 22, 2026 |
| NorthAvenue LLC | History | New | 211,958 | 4,366 | 3.61% | — | 90 | +211,958 | New | Q4 2025 | Apr 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 200,678 | 4,136 | 0.01% | 0.01% | 91 | +16,010 | 8.67% | Q4 2025 | Jan 08, 2026 |
| Old Port Advisors | History | Added to | 198,872 | 4,096 | 1.01% | 0.95% | 92 | +15,679 | 8.56% | Q4 2025 | Jan 08, 2026 |
| Horizons Wealth Management | History | Added to | 192,378 | 3,962 | 2.6% | 2.67% | 93 | +1,792 | 0.94% | Q4 2025 | Jan 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 192,063 | 3,956 | 0.0% | 0.0% | 94 | +27,361 | 16.61% | Q4 2025 | Feb 10, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 191,666 | 3,948 | 0.1% | 0.09% | 95 | +12,463 | 6.95% | Q4 2025 | Jan 28, 2026 |
| Atria Investments, Inc | History | Added to | 185,076 | 3,812 | 0.04% | 0.04% | 96 | +27,153 | 17.19% | Q4 2025 | Feb 05, 2026 |
| Red Spruce Capital, LLC | History | Reduced | 201,719 | 3,799 | 1.51% | 2.54% | 97 | -100,648 | -33.29% | Q4 2025 | Jan 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 181,905 | 3,747 | 0.0% | — | 98 | +181,905 | New | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 179,993 | 3,707 | 0.04% | 0.04% | 99 | -15,655 | -8.0% | Q4 2025 | Feb 13, 2026 |
| Infinity Wealth Counsel, LLC | History | Added to | 179,434 | 3,696 | 3.37% | 3.45% | 100 | +6,550 | 3.79% | Q4 2025 | Jan 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 175,425 | 3,613 | 0.02% | 0.02% | 101 | +30,199 | 20.79% | Q4 2025 | Feb 17, 2026 |
| Carroll Advisory Group, LLC | History | New | 172,557 | 3,554 | 1.54% | — | 102 | +172,557 | New | Q4 2025 | Feb 09, 2026 |
| S.E.E.D. Planning Group LLC | History | Reduced | 166,925 | 3,438 | 0.98% | 1.02% | 103 | -3,989 | -2.33% | Q4 2025 | Jan 09, 2026 |
| Coastline Complete Wealth LLC | History | New | 166,391 | 3,427 | 2.16% | — | 104 | +166,391 | New | Q4 2025 | Feb 24, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 165,722 | 3,413 | 0.06% | 0.07% | 105 | +1,135 | 0.69% | Q4 2025 | Jan 16, 2026 |
| Prospera Financial Services Inc | History | Added to | 163,718 | 3,372 | 0.06% | 0.05% | 107 | +11,082 | 7.26% | Q4 2025 | Feb 09, 2026 |
| Aspen Investment Management Inc | History | No change | 163,710 | 3,372 | 1.02% | 1.3% | 106 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AA Financial Advisors, LLC | History | Added to | 162,077 | 3,338 | 0.62% | 0.62% | 108 | +9,689 | 6.36% | Q4 2025 | Jan 14, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 160,273 | 3,301 | 0.11% | 0.11% | 109 | +18,816 | 13.3% | Q4 2025 | Jan 14, 2026 |
| Leisure Capital Management | History | Added to | 157,258 | 3,239 | 1.07% | 1.08% | 110 | +4,561 | 2.99% | Q4 2025 | Jan 27, 2026 |
| Oliver Luxxe Assets LLC | History | Reduced | 154,371 | 3,180 | 0.48% | 0.53% | 111 | -9,582 | -5.84% | Q4 2025 | Jan 08, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 153,463 | 3,161 | 0.02% | 0.02% | 112 | +8,342 | 5.75% | Q4 2025 | Feb 12, 2026 |
| Avior Wealth Management, LLC | History | Added to | 152,063 | 3,132 | 0.1% | 0.09% | 113 | +10,455 | 7.38% | Q4 2025 | Jan 06, 2026 |
| STEPHENS INC /AR/ | History | Added to | 150,482 | 3,099 | 0.04% | 0.03% | 114 | +20,519 | 15.79% | Q4 2025 | Feb 05, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Added to | 150,119 | 3,092 | 0.23% | 0.23% | 115 | +3,028 | 2.06% | Q4 2025 | Feb 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 142,101 | 2,927 | 0.02% | 0.02% | 116 | +20,021 | 16.4% | Q4 2025 | Feb 09, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Added to | 141,798 | 2,921 | 0.89% | 0.86% | 117 | +4,682 | 3.41% | Q4 2025 | Feb 10, 2026 |
| Lantz Financial LLC | History | New | 138,683 | 2,856 | 0.6% | — | 118 | +138,683 | New | Q4 2025 | Jan 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 138,300 | 2,835 | 0.07% | 0.04% | 119 | +28,537 | 26.0% | Q4 2025 | Feb 11, 2026 |
| Addison Advisors LLC | History | Added to | 134,903 | 2,779 | 0.62% | 0.61% | 120 | +7,640 | 6.0% | Q4 2025 | Feb 06, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 134,213 | 2,764 | 0.2% | 0.22% | 121 | +8,704 | 6.93% | Q4 2025 | Feb 02, 2026 |
| Opulen Financial Group LLC | History | Added to | 134,094 | 2,762 | 2.01% | 1.99% | 122 | +6,217 | 4.86% | Q4 2025 | Feb 10, 2026 |
| Milestones Private Investment Advisors LLC | History | Added to | 129,203 | 2,661 | 1.83% | 1.73% | 123 | +5,790 | 4.69% | Q4 2025 | Jan 26, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | Reduced | 127,046 | 2,617 | 0.69% | 0.75% | 124 | -4,524 | -3.44% | Q4 2025 | Feb 09, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 124,997 | 2,574 | 0.1% | 0.1% | 125 | +2,525 | 2.06% | Q4 2025 | Feb 17, 2026 |
| CRA Financial Services, LLC | History | Added to | 124,651 | 2,567 | 0.34% | 0.33% | 126 | +7,274 | 6.2% | Q4 2025 | Jan 16, 2026 |
| Ellevest, Inc. | History | Added to | 124,306 | 2,560 | 0.35% | 0.34% | 127 | +9,250 | 8.04% | Q4 2025 | Feb 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 122,815 | 2,529 | 0.03% | 0.02% | 128 | +41,512 | 51.06% | Q4 2025 | Jan 29, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 122,713 | 2,527 | 0.23% | 0.16% | 129 | +49,022 | 66.52% | Q4 2025 | Jan 30, 2026 |
| EVEXIA WEALTH LLC | History | Added to | 122,460 | 2,525 | 0.71% | 0.62% | 130 | +21,847 | 21.71% | Q4 2025 | Jan 16, 2026 |
| Livet Wealth, LLC | History | New | 122,022 | 2,513 | 1.55% | — | 131 | +122,022 | New | Q4 2025 | Feb 13, 2026 |
| Ark Wealth Advisors LLC | History | New | 121,233 | 2,497 | 2.69% | — | 132 | +121,233 | New | Q4 2025 | Feb 18, 2026 |
| Tempo Wealth, LLC | History | New | 119,896 | 2,469 | 0.44% | — | 133 | +119,896 | New | Q4 2025 | Feb 25, 2026 |
| HighTower Advisors, LLC | History | Added to | 117,722 | 2,425 | 0.0% | 0.0% | 134 | +8,755 | 8.03% | Q4 2025 | Feb 06, 2026 |
| VestGen Advisors, LLC | History | Reduced | 117,710 | 2,424 | 0.1% | 0.19% | 135 | -155,337 | -56.89% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 116,840 | 2,407 | 0.0% | — | 136 | +116,840 | New | Q4 2025 | Feb 05, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | Added to | 114,383 | 2,356 | 0.54% | 0.48% | 137 | +17,193 | 17.69% | Q4 2025 | Jan 23, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 112,217 | 2,311 | 0.51% | 0.51% | 138 | +10,842 | 10.69% | Q4 2025 | Jan 09, 2026 |
| Genesis Wealth Advisors, LLC | History | Added to | 109,634 | 2,258 | 1.55% | 1.5% | 139 | +6,306 | 6.1% | Q4 2025 | Feb 13, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 108,775 | 2,240 | 0.02% | — | 140 | +108,775 | New | Q4 2025 | Feb 18, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 99,416 | 2,047 | 0.15% | 0.15% | 141 | +448 | 0.45% | Q4 2025 | Feb 18, 2026 |
| Financially in Tune, LLC | History | New | 98,377 | 2,026 | 1.89% | — | 142 | +98,377 | New | Q4 2025 | Feb 27, 2026 |
| Pacific Wealth Strategies Group, Inc. | History | Added to | 98,241 | 2,023 | 1.15% | 0.62% | 143 | +49,124 | 100.01% | Q4 2025 | Feb 09, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Reduced | 93,727 | 1,930 | 0.27% | 0.28% | 144 | -5,746 | -5.78% | Q4 2025 | Jan 26, 2026 |
| Richmond Investment Services, LLC | History | Added to | 91,585 | 1,886 | 0.33% | 0.34% | 145 | +2,550 | 2.86% | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 88,084 | 1,814 | 0.01% | — | 146 | +88,084 | New | Q4 2025 | Feb 05, 2026 |
| Creative Planning | History | Reduced | 86,785 | 1,787 | 0.0% | 0.0% | 147 | -29,959 | -25.66% | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 84,099 | 1,732 | 0.01% | 0.01% | 148 | +177 | 0.21% | Q4 2025 | Feb 13, 2026 |
| SEMITAM BONAM LLC | History | Added to | 81,957 | 1,688 | 1.41% | 1.4% | 149 | +5,828 | 7.66% | Q4 2025 | Jan 20, 2026 |
| Heritage Trust Co | History | Added to | 81,521 | 1,679 | 0.17% | 0.15% | 150 | +13,824 | 20.42% | Q4 2025 | Feb 10, 2026 |
| Redwood Financial Network Corp | History | Added to | 80,768 | 1,663 | 1.06% | 1.02% | 151 | +2,237 | 2.85% | Q4 2025 | Feb 10, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | Added to | 80,548 | 1,659 | 0.4% | 0.41% | 152 | +884 | 1.11% | Q4 2025 | Jan 23, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 80,388 | 1,655 | 0.0% | 0.0% | 153 | -3,148 | -3.77% | Q4 2025 | Feb 02, 2026 |
| XY Planning Network, Inc. | History | Added to | 80,317 | 1,654 | 0.29% | 0.17% | 154 | +55,525 | 223.96% | Q4 2025 | Jan 26, 2026 |
| Roundview Capital LLC | History | No change | 79,649 | 1,640 | 0.1% | 0.1% | 155 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 79,331 | 1,634 | 0.91% | 1.12% | 156 | +613 | 0.78% | Q4 2025 | Jan 28, 2026 |
| FCA CORP /TX | History | Added to | 79,192 | 1,631 | 0.46% | 0.44% | 157 | +1,459 | 1.88% | Q4 2025 | Feb 11, 2026 |
| Tenon Financial LLC | History | Added to | 77,675 | 1,600 | 0.67% | 0.32% | 158 | +47,134 | 154.33% | Q4 2025 | Jan 16, 2026 |
| Matthew Goff Investment Advisor, LLC | History | Reduced | 76,450 | 1,574 | 0.28% | 0.33% | 159 | -16,812 | -18.03% | Q4 2025 | Jan 14, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 75,871 | 1,562 | 0.96% | 1.07% | 160 | -12,584 | -14.23% | Q4 2025 | Jan 29, 2026 |
| Redmond Asset Management, LLC | History | Added to | 74,873 | 1,542 | 0.39% | 0.37% | 161 | +2,429 | 3.35% | Q4 2025 | Feb 09, 2026 |
| EP Wealth Advisors, LLC | History | New | 74,640 | 1,537 | 0.01% | — | 162 | +74,640 | New | Q4 2025 | Feb 18, 2026 |
| Key FInancial Inc | History | Added to | 71,420 | 1,471 | 0.27% | 0.21% | 163 | +17,305 | 31.98% | Q4 2025 | Feb 09, 2026 |
| JPL Wealth Management, LLC | History | Added to | 70,456 | 1,451 | 0.35% | 0.29% | 164 | +10,268 | 17.06% | Q4 2025 | Feb 12, 2026 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | History | Added to | 69,497 | 1,431 | 0.39% | 0.37% | 165 | +4,794 | 7.41% | Q4 2025 | Jan 13, 2026 |
| River Wealth Advisors LLC | History | Reduced | 69,230 | 1,426 | 0.16% | 0.17% | 166 | -1,387 | -1.96% | Q4 2025 | Feb 13, 2026 |
| ArborFi Advisors, LLC | History | Reduced | 68,568 | 1,412 | 1.15% | 1.17% | 167 | -1,034 | -1.49% | Q4 2025 | Jan 29, 2026 |
| BEACON FINANCIAL GROUP | History | New | 67,076 | 1,381 | 0.14% | — | 168 | +67,076 | New | Q4 2025 | Apr 01, 2026 |
| Wagner Wealth Management, Corp | History | New | 64,371 | 1,326 | 1.31% | — | 169 | +64,371 | New | Q4 2025 | Feb 12, 2026 |
| HANOVER ADVISORS INC | History | Added to | 63,713 | 1,312 | 0.51% | 0.48% | 170 | +3,379 | 5.6% | Q4 2025 | Feb 17, 2026 |
| Gilbert Capital Group, Inc. | History | Reduced | 63,625 | 1,310 | 0.98% | 1.05% | 171 | -2,151 | -3.27% | Q4 2025 | Jan 23, 2026 |
| EVERPAR ADVISORS LLC | History | Added to | 61,343 | 1,263 | 0.47% | 0.48% | 174 | +2,243 | 3.8% | Q4 2025 | Jan 07, 2026 |
| IFP Advisors, Inc | History | Added to | 61,349 | 1,263 | 0.03% | 0.03% | 173 | +1,938 | 3.26% | Q4 2025 | Feb 06, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | Reduced | 61,348 | 1,263 | 0.16% | 0.16% | 172 | -385 | -0.62% | Q4 2025 | Feb 09, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 60,820 | 1,252 | 0.04% | 0.03% | 175 | +13,473 | 28.46% | Q4 2025 | Jan 09, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 60,055 | 1,237 | 0.01% | 0.01% | 176 | +16,159 | 36.81% | Q4 2025 | Jan 20, 2026 |
| Towne Trust Company, N.A | History | Added to | 59,617 | 1,228 | 0.38% | 0.36% | 177 | +4,970 | 9.09% | Q4 2025 | Jan 26, 2026 |
| Segment Wealth Management, LLC | History | Added to | 58,698 | 1,209 | 0.07% | 0.07% | 178 | +1,026 | 1.78% | Q4 2025 | Jan 29, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 58,437 | 1,203 | 0.15% | 0.1% | 179 | +21,702 | 59.08% | Q4 2025 | Jan 14, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Added to | 58,205 | 1,199 | 0.16% | 0.15% | 180 | +8,328 | 16.7% | Q4 2025 | Jan 23, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 57,331 | 1,181 | 0.07% | 0.08% | 181 | -117 | -0.2% | Q4 2025 | Feb 17, 2026 |
| Apeiron RIA LLC | History | Reduced | 54,293 | 1,117 | 0.23% | 0.27% | 182 | -3,045 | -5.31% | Q4 2025 | Feb 03, 2026 |
| Financial Life Planners | History | Reduced | 53,999 | 1,112 | 0.8% | 0.78% | 183 | -2,166 | -3.86% | Q4 2025 | Jan 29, 2026 |
| Independence Bank of Kentucky | History | Added to | 53,600 | 1,104 | 0.14% | 0.14% | 184 | +205 | 0.38% | Q4 2025 | Jan 20, 2026 |
| Apella Capital, LLC | History | Reduced | 52,827 | 1,088 | 0.02% | 0.02% | 185 | -462 | -0.87% | Q4 2025 | Jan 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 52,350 | 1,078 | 0.02% | 0.03% | 186 | -3,346 | -6.01% | Q4 2025 | Feb 09, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | New | 52,172 | 1,074 | 0.41% | — | 187 | +52,172 | New | Q4 2025 | Feb 04, 2026 |
| Capital Analysts, LLC | History | Reduced | 51,731 | 1,065 | 0.03% | 0.03% | 188 | -2,391 | -4.42% | Q4 2025 | Feb 11, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 50,605 | 1,041 | 0.24% | 0.12% | 189 | +27,796 | 121.86% | Q4 2025 | Feb 24, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 49,920 | 1,028 | 0.0% | 0.0% | 190 | -97,527 | -66.14% | Q4 2025 | Feb 12, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 48,517 | 999 | 0.05% | 0.04% | 191 | +6,167 | 14.56% | Q4 2025 | Feb 02, 2026 |
| Western Financial Corp/CA | History | Reduced | 47,945 | 987 | 0.39% | 0.43% | 192 | -201 | -0.42% | Q4 2025 | Jan 21, 2026 |
| Opus Financial Solutions LLC | History | New | 47,475 | 977 | 0.92% | — | 193 | +47,475 | New | Q4 2025 | Feb 17, 2026 |
| Sigma Planning Corp | History | Reduced | 47,350 | 975 | 0.03% | 0.03% | 194 | -2,331 | -4.69% | Q4 2025 | Jan 30, 2026 |
| Legacy Wealth Management, LLC / MS | History | Added to | 47,091 | 970 | 0.26% | 0.22% | 195 | +11,082 | 30.78% | Q4 2025 | Jan 05, 2026 |
| Net Worth Advisory Group | History | Added to | 45,476 | 936 | 0.19% | 0.11% | 196 | +26,610 | 141.05% | Q4 2025 | Jan 14, 2026 |
| Mariner, LLC | History | Added to | 44,880 | 924 | 0.0% | 0.0% | 197 | +19,303 | 75.47% | Q4 2025 | Feb 13, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 44,829 | 923 | 0.13% | 0.16% | 198 | -1,305 | -2.83% | Q4 2025 | Jan 14, 2026 |
| Strathmore Capital Advisors, Inc. | History | Reduced | 44,680 | 920 | 0.3% | 0.4% | 199 | -2,185 | -4.66% | Q4 2025 | Feb 13, 2026 |
| First City Capital Management, Inc. | History | Added to | 44,575 | 918 | 0.49% | 0.46% | 200 | +3,125 | 7.54% | Q4 2025 | Jan 14, 2026 |
| COMERICA BANK | History | Added to | 43,981 | 906 | 0.0% | 0.0% | 201 | +6,945 | 18.75% | Q4 2025 | Jan 29, 2026 |
| Insight Wealth Partners, LLC | History | Reduced | 44,013 | 906 | 0.12% | 0.28% | 202 | -1,223 | -2.7% | Q4 2025 | Feb 17, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 43,900 | 903 | 0.01% | 0.01% | 203 | +9,255 | 26.71% | Q4 2025 | Feb 10, 2026 |
| Vantage Point Financial LLC | History | Reduced | 43,648 | 899 | 0.32% | 0.35% | 204 | -559 | -1.26% | Q4 2025 | Feb 02, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 43,246 | 890 | 0.51% | 0.55% | 205 | +1,675 | 4.03% | Q4 2025 | Feb 09, 2026 |
| Cordatus Wealth Management LLC | History | Added to | 43,034 | 886 | 0.2% | 0.18% | 206 | +5,909 | 15.92% | Q4 2025 | Jan 26, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 42,711 | 879 | 0.01% | 0.0% | 207 | +31,459 | 279.59% | Q4 2025 | Feb 13, 2026 |
| Oder Investment Management, LLC | History | Added to | 42,459 | 874 | 0.63% | 0.54% | 208 | +6,010 | 16.49% | Q4 2025 | Feb 12, 2026 |
| Sensible Money, LLC | History | Added to | 42,116 | 867 | 0.28% | 0.19% | 209 | +15,560 | 58.59% | Q4 2025 | Feb 09, 2026 |
| Cynosure Group, LLC | History | No change | 41,794 | 860 | 0.09% | 0.09% | 210 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 39,757 | 818 | 0.03% | 0.04% | 211 | -2,431 | -5.76% | Q4 2025 | Feb 09, 2026 |
| 4Thought Financial Group Inc. | History | Added to | 39,749 | 818 | 0.41% | 0.39% | 212 | +2,297 | 6.13% | Q4 2025 | Jan 29, 2026 |
| Koss-Olinger Consulting, LLC | History | Added to | 39,674 | 817 | 0.06% | 0.06% | 213 | +5,685 | 16.73% | Q4 2025 | Feb 10, 2026 |
| First Fiduciary Investment Counsel, Inc. | History | Added to | 39,270 | 809 | 0.16% | 0.07% | 214 | +20,805 | 112.67% | Q4 2025 | Jan 30, 2026 |
| KICKSTAND VENTURES, LLC. | History | New | 38,591 | 794 | 0.17% | — | 215 | +38,591 | New | Q4 2025 | Jan 29, 2026 |
| Kovack Advisors, Inc. | History | New | 38,231 | 787 | 0.04% | — | 216 | +38,231 | New | Q4 2025 | Feb 17, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 37,975 | 782 | 0.5% | 0.44% | 217 | +5,160 | 15.72% | Q4 2025 | Feb 04, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 37,961 | 781 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 37,648 | 775 | 0.04% | 0.04% | 219 | +492 | 1.32% | Q4 2025 | Jan 12, 2026 |
| Legacy Private Trust Co. | History | Reduced | 37,488 | 772 | 0.05% | 0.05% | 220 | -1,104 | -2.86% | Q4 2025 | Jan 08, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 37,189 | 766 | 0.01% | 0.01% | 221 | -18,088 | -32.72% | Q4 2025 | Feb 11, 2026 |
| RPg Family Wealth Advisory, LLC | History | Added to | 37,150 | 765 | 0.17% | 0.11% | 222 | +12,150 | 48.6% | Q4 2025 | Feb 13, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Added to | 36,619 | 756 | 0.41% | 0.04% | 223 | +33,516 | 1080.12% | Q4 2025 | Feb 18, 2026 |
| BROWN ADVISORY INC | History | Added to | 36,660 | 755 | 0.0% | 0.0% | 224 | +750 | 2.09% | Q4 2025 | Feb 13, 2026 |
| Flaharty Asset Management, LLC | History | No change | 36,585 | 753 | 0.09% | 0.1% | 225 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Hobbs Group Advisors, LLC | History | Reduced | 35,309 | 727 | 0.22% | 0.4% | 226 | -27,245 | -43.55% | Q4 2025 | Jan 28, 2026 |
| Phoenix Financial Ltd. | History | Reduced | 34,909 | 718 | 0.01% | 0.04% | 227 | -109,846 | -75.88% | Q4 2025 | Feb 05, 2026 |
| Newport Capital Group, LLC | History | Added to | 34,864 | 718 | 0.44% | 0.45% | 228 | +383 | 1.11% | Q4 2025 | Feb 13, 2026 |
| True Vision MN LLC | History | Added to | 34,788 | 716 | 0.36% | 0.36% | 229 | +1,554 | 4.68% | Q4 2025 | Jan 14, 2026 |
| Keel Point, LLC | History | Added to | 34,695 | 714 | 0.04% | 0.02% | 230 | +22,166 | 176.92% | Q4 2025 | Feb 12, 2026 |
| JM2 Capital Inc. | History | New | 34,502 | 710 | 0.57% | — | 231 | +34,502 | New | Q4 2025 | Jan 23, 2026 |
| Allen Capital Group, LLC | History | Added to | 33,868 | 697 | 0.06% | 0.06% | 232 | +1,615 | 5.01% | Q4 2025 | Feb 09, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 33,504 | 690 | 0.01% | 0.01% | 233 | +1,267 | 3.93% | Q4 2025 | Feb 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 32,647 | 672 | 0.0% | 0.0% | 234 | +18,632 | 132.94% | Q4 2025 | Feb 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 32,365 | 667 | 0.01% | 0.01% | 235 | -14,106 | -30.35% | Q4 2025 | Jan 05, 2026 |
| Western Wealth Management, LLC | History | No change | 29,740 | 612 | 0.03% | 0.03% | 236 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 29,615 | 610 | 0.0% | 0.0% | 237 | +5,135 | 20.98% | Q4 2025 | Feb 17, 2026 |
| RFG Advisory, LLC | History | Added to | 29,246 | 602 | 0.01% | 0.0% | 239 | +19,459 | 198.82% | Q4 2025 | Feb 03, 2026 |
| Provenance Wealth Advisors, LLC | History | Reduced | 29,262 | 602 | 0.07% | 0.08% | 240 | -892 | -2.96% | Q4 2025 | Jan 26, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 29,266 | 602 | 0.01% | 0.01% | 238 | -766 | -2.55% | Q4 2025 | Jan 13, 2026 |
| Gambit Capital Management, LLC | History | New | 28,490 | 586 | 0.42% | — | 241 | +28,490 | New | Q4 2025 | Feb 06, 2026 |
| Goodman Financial Corp | History | No change | 28,277 | 582 | 0.11% | 0.11% | 242 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Unified Investment Management | History | No change | 28,110 | 579 | 0.58% | 0.58% | 243 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 27,893 | 574 | 0.01% | 0.01% | 244 | -1,489 | -5.07% | Q4 2025 | Feb 10, 2026 |
| Waverly Advisors, LLC | History | Added to | 27,824 | 573 | 0.0% | 0.0% | 245 | +6,116 | 28.17% | Q4 2025 | Feb 17, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 27,770 | 572 | 0.17% | 0.18% | 246 | -506 | -1.79% | Q4 2025 | Jan 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 27,348 | 563 | 0.0% | 0.0% | 247 | -17,569 | -39.11% | Q4 2025 | Feb 18, 2026 |
| Ballew Advisors, Inc | History | No change | 27,233 | 561 | 0.32% | 0.31% | 248 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Reduced | 27,142 | 559 | 0.16% | 0.17% | 249 | -434 | -1.57% | Q4 2025 | Feb 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 26,974 | 555 | 0.01% | 0.01% | 250 | +6,415 | 31.2% | Q4 2025 | Feb 12, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 26,410 | 542 | 0.12% | 0.11% | 251 | +6,069 | 29.84% | Q4 2025 | Feb 04, 2026 |
| HB Wealth Management, LLC | History | Added to | 26,175 | 539 | 0.0% | 0.0% | 252 | +159 | 0.61% | Q4 2025 | Jan 28, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 25,715 | 529 | 0.03% | 0.03% | 253 | +510 | 2.02% | Q4 2025 | Jan 26, 2026 |
| YANKCOM Partnership | History | Added to | 25,602 | 527 | 0.22% | 0.21% | 254 | +3,002 | 13.28% | Q4 2025 | Jan 20, 2026 |
| Ancora Advisors LLC | History | Reduced | 25,423 | 523 | 0.01% | 0.01% | 255 | -2,100 | -7.63% | Q4 2025 | Feb 17, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 25,376 | 522 | 0.29% | 0.17% | 256 | +11,000 | 76.52% | Q4 2025 | Jan 30, 2026 |
| Wealth Quarterback LLC | History | Added to | 25,128 | 517 | 0.19% | 0.15% | 257 | +6,835 | 37.36% | Q4 2025 | Jan 15, 2026 |
| LANDAAS & CO /WI /ADV | History | No change | 24,763 | 510 | 0.11% | 0.12% | 258 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Leo Wealth, LLC | History | New | 24,694 | 508 | 0.04% | — | 259 | +24,694 | New | Q4 2025 | Jan 21, 2026 |
| Certified Advisory Corp | History | Added to | 23,936 | 493 | 0.04% | 0.04% | 260 | +1,819 | 8.22% | Q4 2025 | Jan 12, 2026 |
| Well Done, LLC | History | Added to | 23,801 | 490 | 0.07% | 0.04% | 261 | +11,029 | 86.35% | Q4 2025 | Jan 13, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 23,757 | 489 | 0.03% | 0.03% | 262 | -2,485 | -9.47% | Q4 2025 | Feb 13, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 23,715 | 488 | 0.03% | 0.03% | 263 | +207 | 0.88% | Q4 2025 | Jan 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 23,647 | 487 | 0.01% | 0.01% | 264 | +4,216 | 21.7% | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 23,384 | 481 | 0.01% | 0.01% | 265 | +5,415 | 30.14% | Q4 2025 | Jan 29, 2026 |
| Larson Financial Group LLC | History | Added to | 22,142 | 456 | 0.02% | 0.01% | 266 | +2,120 | 10.59% | Q4 2025 | Feb 06, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 22,060 | 454 | 0.01% | 0.01% | 267 | +3,433 | 18.43% | Q4 2025 | Jan 23, 2026 |
| Adalta Capital Management LLC | History | New | 21,290 | 438 | 0.2% | — | 268 | +21,290 | New | Q4 2025 | Feb 17, 2026 |
| Brown Financial Advisory | History | No change | 20,734 | 427 | 0.22% | 0.22% | 269 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 20,638 | 425 | 0.05% | 0.04% | 270 | +6,066 | 41.63% | Q4 2025 | Jan 21, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 20,499 | 422 | 0.05% | 0.05% | 271 | +336 | 1.67% | Q4 2025 | Jan 14, 2026 |
| NewCorp Financial Services, Inc. | History | New | 20,399 | 420 | 0.37% | — | 273 | +20,399 | New | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 20,424 | 420 | 0.0% | 0.0% | 272 | +6,326 | 44.87% | Q4 2025 | Jan 23, 2026 |
| Clark Capital Management Group, Inc. | History | New | 20,228 | 416 | 0.0% | — | 274 | +20,228 | New | Q4 2025 | Feb 17, 2026 |
| Berkshire Money Management, Inc. | History | No change | 20,159 | 415 | 0.04% | 0.04% | 275 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| MEMBERS WEALTH LLC | History | Added to | 20,093 | 412 | 0.26% | 0.26% | 276 | +1 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Wealthspire Retirement, LLC | History | No change | 19,881 | 409 | 0.02% | 0.03% | 277 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Crews Bank & Trust | History | No change | 19,565 | 403 | 0.06% | 0.06% | 278 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Aprio Wealth Management, LLC | History | New | 18,661 | 384 | 0.02% | — | 279 | +18,661 | New | Q4 2025 | Jan 29, 2026 |
| Tassel Capital Management, Inc. | History | Added to | 18,196 | 374 | 0.23% | 0.21% | 280 | +1,967 | 12.12% | Q4 2025 | Feb 13, 2026 |
| OARSMAN CAPITAL, INC. | History | No change | 17,862 | 367 | 0.05% | 0.05% | 281 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Evanson Asset Management, LLC | History | Added to | 17,677 | 364 | 0.02% | 0.02% | 282 | +1,096 | 6.61% | Q4 2025 | Jan 12, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Added to | 17,505 | 360 | 0.02% | 0.02% | 283 | +2,375 | 15.7% | Q4 2025 | Feb 03, 2026 |
| Sun Financial Inc | History | New | 17,358 | 357 | 0.2% | — | 284 | +17,358 | New | Q4 2025 | Feb 02, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 17,312 | 356 | 0.01% | 0.01% | 285 | -1,135 | -6.15% | Q4 2025 | Jan 14, 2026 |
| RVW Wealth, LLC | History | New | 17,064 | 351 | 0.03% | — | 286 | +17,064 | New | Q4 2025 | Jan 12, 2026 |
| Legacy Wealth Partners, LLC | History | New | 16,909 | 348 | 0.09% | — | 287 | +16,909 | New | Q4 2025 | Feb 17, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 16,626 | 342 | 0.0% | — | 288 | +16,626 | New | Q4 2025 | Jan 30, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 16,533 | 340 | 0.06% | 0.05% | 289 | +3,961 | 31.51% | Q4 2025 | Feb 06, 2026 |
| Valmark Advisers, Inc. | History | Added to | 16,372 | 337 | 0.0% | 0.0% | 290 | +3,820 | 30.43% | Q4 2025 | Jan 26, 2026 |
| SMI Advisory Services, LLC | History | New | 16,294 | 335 | 0.06% | — | 291 | +16,294 | New | Q4 2025 | Jan 13, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 16,220 | 334 | 0.01% | — | 292 | +16,220 | New | Q4 2025 | Feb 17, 2026 |
| ASL Financial, LLC | History | New | 14,888 | 327 | 0.26% | — | 293 | +14,888 | New | Q4 2025 | Jan 20, 2026 |
| Argentarii, LLC | History | New | 15,558 | 320 | 0.1% | — | 294 | +15,558 | New | Q4 2025 | Jan 13, 2026 |
| Bill Few Associates, Inc. | History | Added to | 15,339 | 315 | 0.08% | 0.06% | 295 | +4,859 | 46.36% | Q4 2025 | Jan 12, 2026 |
| Compound Planning, Inc. | History | Reduced | 14,940 | 307 | 0.01% | 0.01% | 296 | -5,036 | -25.21% | Q4 2025 | Feb 19, 2026 |
| EASTERN BANK | History | Reduced | 14,575 | 300 | 0.01% | 0.01% | 297 | -3,720 | -20.33% | Q4 2025 | Jan 14, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 14,587 | 300 | 0.05% | 0.05% | 298 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wealth Advisors of Iowa, LLC | History | Added to | 14,540 | 299 | 0.1% | 0.08% | 299 | +3,600 | 32.91% | Q4 2025 | Feb 05, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 14,500 | 298 | 0.0% | 0.0% | 300 | +3,000 | 26.09% | Q4 2025 | Feb 10, 2026 |
| Willis Johnson & Associates, Inc. | History | No change | 14,411 | 296 | 0.02% | 0.02% | 301 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Venture Visionary Partners LLC | History | New | 14,043 | 289 | 0.01% | — | 302 | +14,043 | New | Q4 2025 | Feb 13, 2026 |
| Claris Financial LLC | History | New | 13,743 | 283 | 0.15% | — | 303 | +13,743 | New | Q4 2025 | Feb 19, 2026 |
| ORG Partners LLC | History | Added to | 13,491 | 277 | 0.05% | 0.05% | 305 | +393 | 3.0% | Q4 2025 | Jan 14, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 13,450 | 277 | 0.13% | 0.13% | 304 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Diversified Portfolios, Inc. | History | New | 13,170 | 271 | 0.02% | — | 306 | +13,170 | New | Q4 2025 | Feb 09, 2026 |
| DAVENPORT & Co LLC | History | No change | 12,695 | 261 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Cloud Capital Management, LLC | History | New | 12,472 | 256 | 0.12% | — | 308 | +12,472 | New | Q4 2025 | Feb 12, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 12,294 | 253 | 0.05% | 0.05% | 309 | +39 | 0.32% | Q4 2025 | Jan 27, 2026 |
| Altus Wealth Group LLC | History | Reduced | 12,224 | 251 | 0.1% | 0.14% | 310 | -4,223 | -25.68% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 12,144 | 250 | 0.0% | — | 311 | +12,144 | New | Q4 2025 | Mar 25, 2026 |
| SigFig Wealth Management, LLC | History | New | 12,047 | 248 | 0.01% | — | 312 | +12,047 | New | Q4 2025 | Jan 16, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 11,941 | 245 | 0.02% | 0.02% | 313 | -728 | -5.75% | Q4 2025 | Jan 26, 2026 |
| Davis Capital Management | History | Added to | 11,833 | 243 | 0.17% | 0.16% | 314 | +221 | 1.9% | Q4 2025 | Jan 28, 2026 |
| Cerity Partners LLC | History | Reduced | 11,475 | 236 | 0.0% | 0.0% | 315 | -595 | -4.93% | Q4 2025 | Feb 11, 2026 |
| River Street Advisors LLC | History | New | 11,325 | 233 | 0.09% | — | 316 | +11,325 | New | Q4 2025 | Jan 26, 2026 |
| Cambridge Financial Group, LLC | History | Added to | 11,323 | 230 | 0.08% | 0.07% | 317 | +1,172 | 11.55% | Q4 2025 | Jan 09, 2026 |
| Clearstead Trust, LLC | History | New | 11,151 | 229 | 0.04% | — | 318 | +11,151 | New | Q4 2025 | Feb 09, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 10,671 | 219 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Sowell Financial Services LLC | History | Added to | 10,598 | 218 | 0.01% | 0.01% | 320 | +411 | 4.03% | Q4 2025 | Jan 21, 2026 |
| Stonebridge Capital Advisors LLC | History | Reduced | 10,475 | 215 | 0.01% | 0.02% | 321 | -1,020 | -8.87% | Q4 2025 | Feb 12, 2026 |
| Blueprint Investment Partners LLC | History | No change | 10,418 | 214 | 0.02% | 0.03% | 322 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Blueprint Financial Advisors LLC | History | No change | 10,418 | 214 | 0.03% | 0.05% | 323 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 10,139 | 208 | 0.05% | 0.07% | 325 | -2,392 | -19.09% | Q4 2025 | Jan 02, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 10,102 | 208 | 0.01% | 0.02% | 324 | +29 | 0.29% | Q4 2025 | Jan 21, 2026 |
| Integris Wealth Management, LLC | History | New | 10,066 | 207 | 0.05% | — | 326 | +10,066 | New | Q4 2025 | Jan 21, 2026 |
| Darden Wealth Group Inc | History | No change | 10,000 | 206 | 0.1% | 0.11% | 327 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Foundry Financial Group, Inc. | History | No change | 9,995 | 205 | 0.1% | 0.11% | 328 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | New | 9,925 | 204 | 0.03% | — | 330 | +9,925 | New | Q4 2025 | Jan 12, 2026 |
| ETF Portfolio Partners, Inc. | History | No change | 9,914 | 204 | 0.05% | 0.05% | 329 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CreativeOne Wealth, LLC | History | New | 9,710 | 200 | 0.0% | — | 331 | +9,710 | New | Q4 2025 | Feb 13, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 9,708 | 199 | 0.07% | 0.07% | 332 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 8,579 | 176 | 0.04% | 0.05% | 333 | -401 | -4.47% | Q4 2025 | Jan 12, 2026 |
| BankPlus Trust Department | History | Reduced | 7,665 | 157 | 0.04% | 0.04% | 334 | -121 | -1.55% | Q4 2025 | Jan 27, 2026 |
| Global Retirement Partners, LLC | History | Added to | 7,352 | 151 | 0.0% | 0.0% | 335 | +972 | 15.24% | Q4 2025 | Feb 06, 2026 |
| Nalls Sherbakoff Group, LLC | History | Added to | 7,290 | 150 | 0.11% | 0.1% | 336 | +27 | 0.37% | Q4 2025 | Mar 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 7,133 | 146 | 0.0% | 0.0% | 337 | -323,597 | -97.84% | Q4 2025 | Feb 11, 2026 |
| IMA Advisory Services, Inc. | History | No change | 6,160 | 126 | 0.01% | 0.01% | 338 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ALERUS FINANCIAL NA | History | No change | 5,547 | 114 | 0.01% | 0.01% | 339 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 5,423 | 111 | 0.01% | 0.01% | 340 | +59 | 1.1% | Q4 2025 | Feb 18, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 5,029 | 103 | 0.01% | 0.01% | 341 | +9 | 0.18% | Q4 2025 | Jan 20, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 3,941 | 81 | 0.0% | 0.0% | 342 | +43 | 1.1% | Q4 2025 | Feb 09, 2026 |
| Sarver Vrooman Wealth Advisors | History | Added to | 3,919 | 80 | 0.05% | 0.04% | 343 | +827 | 26.75% | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Added to | 3,882 | 79 | 0.0% | 0.0% | 344 | +489 | 14.41% | Q4 2025 | Feb 17, 2026 |
| Marquette Asset Management, LLC | History | Added to | 3,852 | 79 | 0.01% | 0.01% | 345 | +12 | 0.31% | Q4 2025 | Jan 16, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 3,725 | 76 | 0.02% | 0.02% | 346 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 3,253 | 67 | 0.01% | — | 348 | +3,253 | New | Q4 2025 | Feb 09, 2026 |
| US BANCORP \DE\ | History | No change | 3,297 | 67 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,239 | 46 | 0.0% | 0.0% | 349 | +739 | 49.27% | Q4 2025 | Feb 02, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 2,196 | 45 | 0.0% | — | 350 | +2,196 | New | Q4 2025 | Feb 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,063 | 42 | 0.0% | 0.0% | 351 | -685 | -24.93% | Q4 2025 | Feb 06, 2026 |
| AlphaCore Capital LLC | History | New | 1,605 | 33 | 0.0% | — | 352 | +1,605 | New | Q4 2025 | Feb 05, 2026 |
| Community Bank, N.A. | History | Reduced | 1,585 | 32 | 0.0% | 0.0% | 353 | -252 | -13.72% | Q4 2025 | Feb 04, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,488 | 30 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 1,384 | 28 | 0.0% | 0.0% | 355 | -404 | -22.6% | Q4 2025 | Feb 11, 2026 |
| CX Institutional | History | Added to | 1,299 | 27 | 0.0% | 0.0% | 356 | +27 | 2.12% | Q4 2025 | Feb 02, 2026 |
| Topsail Wealth Management, LLC | History | No change | 1,330 | 27 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| West Branch Capital LLC | History | Added to | 1,061 | 21 | 0.01% | 0.01% | 359 | +4 | 0.38% | Q4 2025 | Jan 16, 2026 |
| Smithfield Trust Co | History | No change | 1,046 | 21 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Aspect Partners, LLC | History | No change | 975 | 20 | 0.01% | 0.01% | 360 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 800 | 16 | 0.01% | — | 362 | +800 | New | Q4 2025 | Feb 11, 2026 |
| GAMMA Investing LLC | History | Added to | 802 | 16 | 0.0% | 0.0% | 361 | +341 | 73.97% | Q4 2025 | Jan 05, 2026 |
| Blue Trust, Inc. | History | New | 708 | 14 | 0.0% | — | 363 | +708 | New | Q4 2025 | Jan 16, 2026 |
| NBC SECURITIES, INC. | History | No change | 658 | 13 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| AE Wealth Management LLC | History | Reduced | 580 | 11 | 0.0% | 0.0% | 365 | -264 | -31.28% | Q4 2025 | Jan 26, 2026 |
| Arax Advisory Partners | History | New | 522 | 10 | 0.0% | — | 366 | +522 | New | Q4 2025 | Feb 13, 2026 |
| Rossby Financial, LCC | History | Reduced | 480 | 9 | 0.0% | 0.01% | 368 | -348 | -42.03% | Q4 2025 | Feb 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 440 | 9 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 433 | 8 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Sound Income Strategies, LLC | History | Added to | 388 | 7 | 0.0% | 0.0% | 370 | +215 | 124.28% | Q4 2025 | Jan 21, 2026 |
| First PREMIER Bank | History | No change | 305 | 6 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BIRCHBROOK, INC. | History | New | 250 | 5 | 0.0% | — | 373 | +250 | New | Q4 2025 | Feb 04, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 258 | 5 | 0.0% | 0.0% | 372 | +170 | 193.18% | Q4 2025 | Jan 14, 2026 |
| HM PAYSON & CO | History | New | 116 | 2 | 0.0% | — | 374 | +116 | New | Q4 2025 | Feb 12, 2026 |
| Imprint Wealth LLC | History | New | 113 | 2 | 0.01% | — | 376 | +113 | New | Q4 2025 | Feb 17, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 112 | 2 | 0.0% | 0.0% | 375 | +1 | 0.9% | Q4 2025 | Feb 13, 2026 |
| Caldwell Trust Co | History | No change | 130 | 2 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| GS Investments, Inc. | History | No change | 75 | 1 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 92 | 1 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Aventura Private Wealth, LLC | History | No change | 62 | 1 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Motley Fool Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -234,407 | -100.0% | Q3 2025 | Nov 14, 2025 |
| McCarthy & Cox | History | Closed out | 0 | 0 | — | 0.99% | — | -211,106 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Blue Barn Wealth, LLC | History | Closed out | 0 | 0 | — | 0.84% | — | -93,329 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RETIREMENT GUYS FORMULA LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -11,697 | -100.0% | Q3 2025 | Oct 21, 2025 |
| BridgePort Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -10,080 | -100.0% | Q3 2025 | Nov 06, 2025 |
| BALLAST ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -9,910 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Commonwealth Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,735 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,348 | -100.0% | Q3 2025 | Nov 18, 2025 |
| United Community Bank | History | Closed out | 0 | 0 | — | 0.03% | — | -5,500 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,136 | -100.0% | Q3 2025 | Nov 06, 2025 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 36 | 0 | — | 0.0% | — | -1,564 | -97.75% | Q4 2025 | Feb 11, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -973 | -100.0% | Q3 2025 | Oct 21, 2025 |
| SouthState Bank Corp | History | Closed out | 0 | 0 | — | — | — | -40 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | — | — | -26 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 43 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |