Grayscale Bitcoin Mini Trust ETF - BTC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | History | Added to | 3,167,718 | 122,685 | 0.05% | 0.05% | 1 | +667,553 | 26.7% | Q4 2025 | Feb 17, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Reduced | 2,997,060 | 116,076 | 1.57% | 1.85% | 2 | -3,407 | -0.11% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,514,873 | 58,671 | 0.01% | 0.0% | 3 | +1,384,147 | 1058.82% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,472,684 | 57,037 | 0.01% | 0.01% | 4 | +900,987 | 157.6% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,297,393 | 50,248 | 0.28% | 0.31% | 5 | +220,174 | 20.44% | Q4 2025 | Feb 12, 2026 |
| EMORY UNIVERSITY | History | No change | 1,023,417 | 39,636 | 25.24% | 32.99% | 6 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 841,815 | 32,603 | 0.0% | 0.0% | 7 | +429,861 | 104.35% | Q4 2025 | Feb 17, 2026 |
| Sloy Dahl & Holst, LLC | History | Added to | 807,296 | 31,266 | 3.75% | 3.62% | 8 | +132,586 | 19.65% | Q4 2025 | Feb 04, 2026 |
| Paragon Advisors, LLC | History | New | 669,058 | 25,912 | 7.04% | — | 9 | +669,058 | New | Q4 2025 | Jan 12, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 599,356 | 23,213 | 0.76% | 1.01% | 10 | -2,607 | -0.43% | Q4 2025 | Jan 20, 2026 |
| ParaFi Capital LP | History | No change | 520,000 | 20,139 | 5.62% | 5.71% | 11 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| KALEIDOSCOPE CAPITAL LP | History | Reduced | 457,091 | 17,703 | 6.76% | 7.86% | 12 | -86,255 | -15.87% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 347,474 | 13,457 | 0.01% | 0.02% | 13 | +29,666 | 9.33% | Q4 2025 | Feb 06, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 310,465 | 12,024 | 1.63% | 1.61% | 14 | +89,354 | 40.41% | Q4 2025 | Feb 10, 2026 |
| EagleClaw Capital Managment, LLC | History | Added to | 301,190 | 11,665 | 1.69% | 2.1% | 15 | +4,080 | 1.37% | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 295,970 | 11,462 | 0.0% | 0.0% | 16 | -41,177 | -12.21% | Q4 2025 | Feb 17, 2026 |
| Multicoin Capital Management, LLC | History | No change | 264,361 | 10,238 | 8.95% | 4.88% | 17 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 201,221 | 7,793 | 0.0% | 0.0% | 18 | +9,644 | 5.03% | Q4 2025 | Feb 11, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 196,580 | 7,613 | 1.24% | 1.92% | 19 | -29,708 | -13.13% | Q4 2025 | Jan 07, 2026 |
| ASSETMARK, INC | History | Added to | 188,510 | 7,300 | 0.01% | 0.0% | 20 | +188,468 | 448733.33% | Q4 2025 | Jan 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 185,011 | 7,165 | 0.02% | 0.02% | 21 | +52,496 | 39.62% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 180,422 | 6,987 | 0.01% | 0.01% | 22 | +31,337 | 21.02% | Q4 2025 | Feb 13, 2026 |
| Reliant Wealth Planning | History | Reduced | 165,433 | 6,407 | 2.0% | 2.78% | 23 | -4,224 | -2.49% | Q4 2025 | Feb 12, 2026 |
| HFG Wealth Management, LLC | History | Added to | 159,218 | 6,166 | 3.4% | 4.08% | 24 | +10,849 | 7.31% | Q4 2025 | Jan 16, 2026 |
| Moors & Cabot, Inc. | History | Added to | 152,061 | 5,889 | 0.25% | 0.33% | 25 | +3,368 | 2.27% | Q4 2025 | Feb 10, 2026 |
| Apriem Advisors | History | Added to | 145,667 | 5,641 | 0.52% | 0.25% | 26 | +93,713 | 180.38% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 135,560 | 5,250 | 0.01% | 0.0% | 27 | +77,100 | 131.89% | Q4 2025 | Feb 12, 2026 |
| Tidal Investments LLC | History | Reduced | 132,407 | 5,128 | 0.01% | 0.02% | 28 | -61,287 | -31.64% | Q4 2025 | Feb 13, 2026 |
| One Charles Private Wealth Services, LLC | History | Added to | 122,551 | 4,746 | 1.23% | 1.58% | 29 | +4,077 | 3.44% | Q4 2025 | Feb 06, 2026 |
| Exit Wealth Advisors, LLC. | History | New | 120,890 | 4,682 | 2.77% | — | 30 | +120,890 | New | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 120,093 | 4,651 | 0.01% | 0.01% | 31 | +17,281 | 16.81% | Q4 2025 | Feb 05, 2026 |
| VVR Holdings LLC | History | New | 115,552 | 4,475 | 2.33% | — | 32 | +115,552 | New | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 109,553 | 4,242 | 0.02% | 0.02% | 33 | +2,622 | 2.45% | Q4 2025 | Feb 13, 2026 |
| Stonebrook Private Inc. | History | New | 109,453 | 4,239 | 0.89% | — | 34 | +109,453 | New | Q4 2025 | Feb 11, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 99,004 | 3,834 | 0.25% | 0.41% | 35 | -23,283 | -19.04% | Q4 2025 | Jan 16, 2026 |
| Financial Security Advisor, Inc. | History | Added to | 97,826 | 3,788 | 0.73% | 0.79% | 36 | +24,521 | 33.45% | Q4 2025 | Feb 05, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Added to | 97,664 | 3,782 | 1.36% | 1.47% | 37 | +19,215 | 24.49% | Q4 2025 | Feb 10, 2026 |
| DRW Securities, LLC | History | Added to | 97,499 | 3,776 | 0.1% | 0.0% | 38 | +92,234 | 1751.83% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 97,380 | 3,771 | 0.0% | 0.0% | 39 | +18,799 | 23.92% | Q4 2025 | Feb 11, 2026 |
| Merit Financial Group, LLC | History | Added to | 96,546 | 3,739 | 0.03% | 0.04% | 40 | +18,157 | 23.16% | Q4 2025 | Jan 26, 2026 |
| Focus Partners Wealth | History | Reduced | 85,576 | 3,673 | 0.0% | 0.01% | 41 | -852 | -0.99% | Q4 2025 | Feb 13, 2026 |
| Fielder Capital Group LLC | History | Added to | 82,536 | 3,196 | 0.68% | 0.67% | 42 | +24,012 | 41.03% | Q4 2025 | Feb 10, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 79,617 | 3,083 | 0.0% | 0.0% | 43 | +54,476 | 216.68% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 79,228 | 3,068 | 0.0% | 0.0% | 44 | +9,759 | 14.05% | Q4 2025 | Feb 12, 2026 |
| MAD RIVER INVESTORS | History | Reduced | 77,647 | 3,007 | 1.37% | 1.78% | 45 | -4,532 | -5.51% | Q4 2025 | Feb 06, 2026 |
| R. W. Roge & Company, Inc. | History | Reduced | 77,438 | 2,999 | 1.48% | 2.37% | 46 | -13,805 | -15.13% | Q4 2025 | Jan 23, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 73,746 | 2,856 | 0.03% | 0.04% | 47 | +14,084 | 23.61% | Q4 2025 | Feb 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 69,705 | 2,850 | 0.0% | 0.01% | 48 | +2,315 | 3.44% | Q4 2025 | Jan 08, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 71,305 | 2,761 | 0.32% | 0.39% | 49 | +6,648 | 10.28% | Q4 2025 | Jan 29, 2026 |
| Cetera Investment Advisers | History | Added to | 71,052 | 2,751 | 0.0% | 0.0% | 50 | +60,088 | 548.05% | Q4 2025 | Feb 17, 2026 |
| Proficio Capital Partners LLC | History | Added to | 70,776 | 2,741 | 0.19% | 0.09% | 51 | +44,961 | 174.17% | Q4 2025 | Feb 12, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 70,031 | 2,712 | 0.13% | 0.2% | 52 | +4,308 | 6.55% | Q4 2025 | Jan 28, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 66,488 | 2,575 | 0.04% | 0.06% | 53 | +9,847 | 17.38% | Q4 2025 | Feb 19, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 61,048 | 2,364 | 0.01% | 0.01% | 54 | -3,082 | -4.81% | Q4 2025 | Jan 30, 2026 |
| PEAK FINANCIAL ADVISORS LLC | History | Added to | 60,929 | 2,359 | 1.06% | 1.23% | 55 | +10,258 | 20.24% | Q4 2025 | Jan 12, 2026 |
| THEORY FINANCIAL LLC | History | Reduced | 59,542 | 2,307 | 0.78% | 1.11% | 56 | -4,803 | -7.46% | Q4 2025 | Feb 10, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 57,283 | 2,218 | 0.16% | 0.15% | 57 | +16,686 | 41.1% | Q4 2025 | Feb 06, 2026 |
| Ethos Financial Group, LLC | History | Added to | 53,631 | 2,077 | 0.15% | 0.04% | 58 | +43,168 | 412.58% | Q4 2025 | Jan 20, 2026 |
| Spahn Wealth & Retirement LLC | History | Reduced | 53,398 | 2,068 | 1.28% | 1.88% | 59 | -9,338 | -14.88% | Q4 2025 | Feb 13, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 52,134 | 2,019 | 0.11% | 0.05% | 60 | +32,958 | 171.87% | Q4 2025 | Feb 06, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 50,591 | 1,959 | 0.37% | 0.49% | 61 | +1,239 | 2.51% | Q4 2025 | Feb 12, 2026 |
| Aries Wealth Management | History | Added to | 50,461 | 1,954 | 0.43% | 0.45% | 62 | +12,958 | 34.55% | Q4 2025 | Jan 30, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 49,549 | 1,919 | 0.0% | 0.0% | 63 | +49,074 | 10331.37% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 49,052 | 1,899 | 0.0% | 0.0% | 64 | -8,749 | -15.14% | Q4 2025 | Feb 10, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 48,845 | 1,891 | 0.09% | 0.15% | 65 | -13,108 | -21.16% | Q4 2025 | Feb 17, 2026 |
| Claro Advisors Inc. | History | Reduced | 48,061 | 1,861 | 0.25% | 0.37% | 66 | -1,435 | -2.9% | Q4 2025 | Feb 17, 2026 |
| TigerOak Management, L.L.C. | History | Added to | 45,676 | 1,769 | 0.54% | 0.63% | 67 | +5,627 | 14.05% | Q4 2025 | Jan 21, 2026 |
| Weil Company, Inc. | History | Added to | 45,558 | 1,764 | 0.41% | 0.5% | 68 | +4,756 | 11.66% | Q4 2025 | Jan 14, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | New | 44,543 | 1,725 | 0.85% | — | 69 | +44,543 | New | Q4 2025 | Feb 25, 2026 |
| Summit Financial, LLC | History | Added to | 43,789 | 1,695 | 0.02% | 0.02% | 70 | +14,610 | 50.07% | Q4 2025 | Feb 13, 2026 |
| Balboa Wealth Partners | History | Reduced | 41,234 | 1,596 | 0.26% | 0.39% | 71 | -3,243 | -7.29% | Q4 2025 | Jan 16, 2026 |
| Creative Planning | History | Added to | 40,777 | 1,579 | 0.0% | 0.0% | 72 | +1,021 | 2.57% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 40,424 | 1,565 | 0.0% | 0.0% | 73 | +12,382 | 44.16% | Q4 2025 | Feb 11, 2026 |
| Lido Advisors, LLC | History | Reduced | 31,323 | 1,539 | 0.0% | 0.01% | 74 | -7,308 | -18.92% | Q4 2025 | Feb 10, 2026 |
| Virtu Financial LLC | History | Added to | 38,697 | 1,499 | 0.06% | 0.01% | 75 | +33,624 | 662.8% | Q4 2025 | Feb 23, 2026 |
| ATX Financial Planning, LLC | History | New | 38,143 | 1,477 | 1.14% | — | 76 | +38,143 | New | Q4 2025 | Feb 19, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Reduced | 37,703 | 1,460 | 0.35% | 1.69% | 77 | -106,662 | -73.88% | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 36,448 | 1,411 | 0.01% | 0.01% | 78 | -729 | -1.96% | Q4 2025 | Feb 03, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 35,477 | 1,374 | 0.11% | 0.14% | 79 | +4,201 | 13.43% | Q4 2025 | Jan 27, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Added to | 34,930 | 1,352 | 0.8% | 1.1% | 80 | +1,941 | 5.88% | Q4 2025 | Feb 02, 2026 |
| Advisory Services Network, LLC | History | Added to | 34,748 | 1,345 | 0.02% | 0.01% | 81 | +17,345 | 99.67% | Q4 2025 | Feb 17, 2026 |
| Firestone Capital Management | History | Added to | 34,663 | 1,342 | 0.28% | 0.36% | 82 | +1,592 | 4.81% | Q4 2025 | Feb 09, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 34,481 | 1,335 | 0.01% | 0.01% | 83 | +5,132 | 17.49% | Q4 2025 | Feb 13, 2026 |
| Foundation Wealth Management, LLC | History | New | 33,514 | 1,298 | 0.85% | — | 84 | +33,514 | New | Q4 2025 | Jan 27, 2026 |
| RFG Advisory, LLC | History | Added to | 32,310 | 1,251 | 0.02% | 0.03% | 85 | +3,583 | 12.47% | Q4 2025 | Feb 03, 2026 |
| Diligent Investors, LLC | History | Added to | 30,723 | 1,189 | 0.29% | 0.18% | 86 | +16,870 | 121.78% | Q4 2025 | Jan 23, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 30,254 | 1,171 | 0.02% | 0.02% | 87 | -896 | -2.88% | Q4 2025 | Feb 10, 2026 |
| RBF Capital, LLC | History | No change | 30,000 | 1,161 | 0.05% | 0.07% | 88 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SLT Holdings LLC | History | Added to | 29,693 | 1,150 | 0.74% | 0.83% | 89 | +4,359 | 17.21% | Q4 2025 | Feb 09, 2026 |
| Archer Investment Management, LLC | History | Reduced | 29,714 | 1,150 | 0.62% | 0.96% | 90 | -1,050 | -3.41% | Q4 2025 | Jan 12, 2026 |
| MATAURO, LLC | History | Added to | 29,423 | 1,139 | 0.17% | 0.05% | 91 | +22,955 | 354.9% | Q4 2025 | Jan 16, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 29,339 | 1,136 | 0.12% | 0.12% | 92 | +6,373 | 27.75% | Q4 2025 | Jan 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 29,177 | 1,130 | 0.0% | 0.0% | 93 | +28,812 | 7893.7% | Q4 2025 | Feb 10, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 28,776 | 1,114 | 0.05% | 0.05% | 94 | +6,503 | 29.2% | Q4 2025 | Feb 13, 2026 |
| Birch Hill Investment Advisors LLC | History | Reduced | 28,761 | 1,113 | 0.05% | 0.07% | 95 | -2,000 | -6.5% | Q4 2025 | Jan 27, 2026 |
| Benson Wealth Management INC | History | New | 28,438 | 1,101 | 1.23% | — | 96 | +28,438 | New | Q4 2025 | Feb 12, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | New | 28,417 | 1,100 | 0.32% | — | 97 | +28,417 | New | Q4 2025 | Feb 13, 2026 |
| Elm Partners Management LLC | History | New | 27,600 | 1,068 | 0.05% | — | 98 | +27,600 | New | Q4 2025 | Feb 10, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 26,700 | 1,034 | 0.18% | 0.21% | 99 | +323 | 1.22% | Q4 2025 | Jan 29, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 25,975 | 1,006 | 0.36% | 0.5% | 100 | -39 | -0.15% | Q4 2025 | Jan 28, 2026 |
| Savant Capital, LLC | History | Added to | 25,888 | 1,002 | 0.01% | 0.0% | 101 | +16,411 | 173.17% | Q4 2025 | Feb 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 25,252 | 978 | 0.0% | 0.0% | 102 | -5,295 | -17.33% | Q4 2025 | Feb 17, 2026 |
| KIDS CAPITAL MANAGEMENT, L.P. | History | No change | 25,000 | 968 | 0.72% | 0.97% | 103 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Addison Capital Co | History | Reduced | 24,967 | 966 | 0.24% | 0.38% | 104 | -120 | -0.48% | Q4 2025 | Feb 02, 2026 |
| Berger Financial Group, Inc | History | Added to | 24,870 | 963 | 0.06% | 0.07% | 105 | +444 | 1.82% | Q4 2025 | Jan 27, 2026 |
| US BANCORP \DE\ | History | Added to | 24,820 | 961 | 0.0% | 0.0% | 106 | +753 | 3.13% | Q4 2025 | Jan 30, 2026 |
| LAKEWOOD CAPITAL MANAGEMENT, LP | History | No change | 24,700 | 956 | 0.06% | 0.09% | 107 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 24,438 | 946 | 0.18% | 0.18% | 108 | +6,049 | 32.89% | Q4 2025 | Jan 30, 2026 |
| Corient Private Wealth LLC | History | Added to | 24,342 | 941 | 0.0% | 0.0% | 109 | +16,619 | 215.19% | Q4 2025 | Mar 09, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 24,145 | 935 | 0.02% | 0.03% | 110 | +1,236 | 5.4% | Q4 2025 | Feb 09, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 24,105 | 933 | 0.12% | 0.3% | 111 | -19,696 | -44.97% | Q4 2025 | Jan 21, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 23,753 | 919 | 0.0% | 0.0% | 112 | +1,000 | 4.4% | Q4 2025 | Feb 13, 2026 |
| Upper Left Wealth Management, LLC | History | Added to | 23,287 | 901 | 0.55% | 0.65% | 113 | +2,903 | 14.24% | Q4 2025 | Jan 22, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 22,702 | 879 | 0.13% | 0.17% | 114 | +426 | 1.91% | Q4 2025 | Feb 03, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 22,439 | 869 | 0.01% | 0.02% | 115 | -9,827 | -30.46% | Q4 2025 | Jan 23, 2026 |
| Johnson & White Wealth Management, LLC | History | Added to | 22,391 | 867 | 0.38% | 0.48% | 116 | +1,767 | 8.57% | Q4 2025 | Feb 05, 2026 |
| Coastal Bridge Advisors, LLC | History | New | 21,606 | 836 | 0.06% | — | 117 | +21,606 | New | Q4 2025 | Feb 18, 2026 |
| Once Capital Management, LLC | History | No change | 21,540 | 834 | 0.17% | 0.24% | 118 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SIGNATUREFD, LLC | History | Added to | 21,208 | 821 | 0.01% | 0.0% | 119 | +15,136 | 249.28% | Q4 2025 | Jan 20, 2026 |
| BOKF, NA | History | Added to | 20,760 | 804 | 0.01% | 0.0% | 120 | +20,625 | 15277.78% | Q4 2025 | Feb 03, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 20,495 | 793 | 0.01% | 0.01% | 121 | -7,404 | -26.54% | Q4 2025 | Feb 13, 2026 |
| LMG Wealth Partners, LLC | History | Added to | 20,097 | 778 | 0.15% | 0.14% | 122 | +5,168 | 34.62% | Q4 2025 | Feb 02, 2026 |
| Intellectus Partners, LLC | History | Added to | 20,074 | 777 | 0.15% | 0.16% | 123 | +4,120 | 25.82% | Q4 2025 | Feb 10, 2026 |
| Spire Wealth Management | History | Reduced | 19,684 | 762 | 0.03% | 0.05% | 124 | -9,190 | -31.83% | Q4 2025 | Jan 14, 2026 |
| Midwest Trust Co | History | Added to | 19,294 | 747 | 0.01% | 0.01% | 126 | +4,050 | 26.57% | Q4 2025 | Feb 04, 2026 |
| Citrine Capital LLC | History | No change | 19,312 | 747 | 0.35% | 0.45% | 125 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 19,275 | 746 | 0.0% | 0.0% | 127 | -1,165 | -5.7% | Q4 2025 | Feb 18, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 19,153 | 741 | 0.06% | 0.08% | 128 | +316 | 1.68% | Q4 2025 | Feb 06, 2026 |
| RHS Financial, LLC | History | New | 19,057 | 738 | 0.36% | — | 129 | +19,057 | New | Q4 2025 | Jan 16, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 18,810 | 728 | 0.01% | 0.01% | 130 | -14,169 | -42.96% | Q4 2025 | Feb 18, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 18,466 | 715 | 0.04% | 0.05% | 131 | +1,409 | 8.26% | Q4 2025 | Jan 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 18,144 | 702 | 0.0% | 0.0% | 132 | +5,051 | 38.58% | Q4 2025 | Feb 18, 2026 |
| Austin Wealth Management, LLC | History | New | 17,429 | 700 | 0.1% | — | 134 | +17,429 | New | Q4 2025 | Jan 26, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 18,087 | 700 | 0.0% | 0.0% | 133 | +10,879 | 150.93% | Q4 2025 | Feb 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 17,919 | 694 | 0.01% | 0.01% | 135 | +2,203 | 14.02% | Q4 2025 | Jan 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 17,892 | 692 | 0.0% | 0.0% | 136 | -5,125 | -22.27% | Q4 2025 | Feb 17, 2026 |
| Landing Point Financial Group, LLC | History | New | 17,578 | 680 | 0.34% | — | 137 | +17,578 | New | Q4 2025 | Feb 11, 2026 |
| Independent Advisor Alliance | History | New | 17,469 | 676 | 0.02% | — | 138 | +17,469 | New | Q4 2025 | Feb 04, 2026 |
| Larson Financial Group LLC | History | Reduced | 16,428 | 636 | 0.02% | 0.03% | 139 | -2,186 | -11.74% | Q4 2025 | Feb 06, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 16,007 | 619 | 0.02% | 0.02% | 140 | -179 | -1.11% | Q4 2025 | Jan 28, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 15,786 | 611 | 0.01% | 0.01% | 141 | +8,585 | 119.22% | Q4 2025 | Feb 03, 2026 |
| Sowell Financial Services LLC | History | Added to | 15,704 | 608 | 0.02% | 0.03% | 142 | +770 | 5.16% | Q4 2025 | Jan 21, 2026 |
| Haven Private, LLC | History | Added to | 15,609 | 604 | 0.26% | 0.35% | 143 | +50 | 0.32% | Q4 2025 | Feb 12, 2026 |
| ICONIQ Capital, LLC | History | No change | 15,586 | 603 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 15,346 | 594 | 0.15% | 0.22% | 145 | -2,160 | -12.34% | Q4 2025 | Jan 12, 2026 |
| Global Retirement Partners, LLC | History | Added to | 15,336 | 593 | 0.01% | 0.02% | 146 | +341 | 2.27% | Q4 2025 | Feb 06, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Added to | 15,249 | 590 | 0.49% | 0.42% | 147 | +5,120 | 50.55% | Q4 2025 | Jan 23, 2026 |
| SCS Capital Management LLC | History | No change | 15,171 | 587 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Added to | 15,060 | 583 | 0.01% | 0.01% | 149 | +4,334 | 40.41% | Q4 2025 | Jan 28, 2026 |
| 3EDGE Asset Management, LP | History | Reduced | 15,039 | 582 | 0.03% | 0.05% | 150 | -1,071 | -6.65% | Q4 2025 | Feb 06, 2026 |
| Waverly Advisors, LLC | History | Reduced | 14,829 | 574 | 0.0% | 0.01% | 151 | -1,024 | -6.46% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 14,581 | 564 | 0.01% | 0.01% | 152 | +10,451 | 253.05% | Q4 2025 | Feb 06, 2026 |
| Cushing Capital Partners, LLC | History | New | 14,467 | 560 | 0.41% | — | 153 | +14,467 | New | Q4 2025 | Jan 14, 2026 |
| FIDUCIARY TRUST CO | History | No change | 14,430 | 558 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cooper Financial Group | History | Added to | 14,371 | 556 | 0.06% | 0.07% | 155 | +2,463 | 20.68% | Q4 2025 | Jan 08, 2026 |
| FAGAN ASSOCIATES, INC. | History | Reduced | 14,273 | 552 | 0.07% | 0.1% | 156 | -164 | -1.14% | Q4 2025 | Jan 30, 2026 |
| Carnegie Investment Counsel | History | Reduced | 14,220 | 550 | 0.01% | 0.01% | 157 | -167 | -1.16% | Q4 2025 | Jan 23, 2026 |
| ENTREWEALTH, LLC | History | New | 17,388 | 538 | 0.24% | — | 158 | +17,388 | New | Q4 2025 | Feb 13, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 13,584 | 526 | 0.0% | 0.0% | 159 | +296 | 2.23% | Q4 2025 | Feb 13, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 13,290 | 514 | 0.02% | 0.02% | 160 | +1,804 | 15.71% | Q4 2025 | Feb 04, 2026 |
| SELDON CAPITAL LP | History | No change | 13,221 | 512 | 0.18% | 0.24% | 161 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Savvy Advisors, Inc. | History | Added to | 12,989 | 503 | 0.02% | 0.01% | 163 | +6,788 | 109.47% | Q4 2025 | Jan 20, 2026 |
| SANTA MONICA PARTNERS LP | History | No change | 12,986 | 503 | 0.3% | 0.39% | 162 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 12,913 | 500 | 0.0% | 0.0% | 164 | +33 | 0.26% | Q4 2025 | Feb 17, 2026 |
| Armbruster Capital Management, Inc. | History | New | 12,808 | 496 | 0.08% | — | 165 | +12,808 | New | Q4 2025 | Jan 23, 2026 |
| Fiduciary Alliance LLC | History | Added to | 12,709 | 492 | 0.03% | 0.04% | 166 | +358 | 2.9% | Q4 2025 | Jan 22, 2026 |
| Chicago Partners Investment Group LLC | History | New | 12,388 | 490 | 0.01% | — | 167 | +12,388 | New | Q4 2025 | Jan 28, 2026 |
| Brookstone Capital Management | History | Reduced | 12,647 | 489 | 0.01% | 0.02% | 168 | -21,996 | -63.49% | Q4 2025 | Jan 15, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 12,515 | 484 | 0.03% | 0.05% | 169 | -3,747 | -23.04% | Q4 2025 | Jan 12, 2026 |
| Keystone Financial Group | History | Added to | 12,385 | 479 | 0.04% | 0.04% | 170 | +1,338 | 12.11% | Q4 2025 | Feb 06, 2026 |
| Ancora Advisors LLC | History | Added to | 12,252 | 474 | 0.01% | 0.01% | 171 | +4,990 | 68.71% | Q4 2025 | Feb 17, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | Reduced | 12,255 | 474 | 0.21% | 0.37% | 172 | -4,527 | -26.98% | Q4 2025 | Jan 20, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 12,205 | 473 | 0.03% | 0.02% | 173 | +4,682 | 62.24% | Q4 2025 | Feb 13, 2026 |
| NewEdge Wealth, LLC | History | Added to | 12,166 | 471 | 0.01% | 0.01% | 174 | +56 | 0.46% | Q4 2025 | Feb 03, 2026 |
| Venture Visionary Partners LLC | History | Added to | 12,112 | 469 | 0.02% | 0.02% | 175 | +2,670 | 28.28% | Q4 2025 | Feb 13, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 12,131 | 469 | 0.08% | 0.11% | 176 | -162 | -1.32% | Q4 2025 | Feb 17, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Reduced | 11,900 | 460 | 0.02% | 0.03% | 177 | -3,600 | -23.23% | Q4 2025 | Jan 28, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 11,638 | 450 | 0.01% | — | 178 | +11,638 | New | Q4 2025 | Feb 05, 2026 |
| Private Advisor Group, LLC | History | Reduced | 11,567 | 448 | 0.0% | 0.0% | 179 | -7,126 | -38.12% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 11,256 | 435 | 0.0% | 0.0% | 180 | -50,485 | -81.77% | Q4 2025 | Feb 13, 2026 |
| Smithfield Trust Co | History | No change | 11,239 | 435 | 0.02% | 0.03% | 181 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Kaizen Financial Strategies | History | New | 11,135 | 431 | 0.19% | — | 182 | +11,135 | New | Q4 2025 | Jan 21, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 11,073 | 428 | 0.04% | 0.05% | 183 | +1,151 | 11.6% | Q4 2025 | Jan 30, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 11,011 | 426 | 0.04% | 0.03% | 184 | +4,535 | 70.03% | Q4 2025 | Jan 29, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 10,716 | 415 | 0.05% | 0.06% | 185 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Stewardship Advisors, LLC | History | No change | 10,621 | 411 | 0.09% | 0.13% | 186 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Reduced | 10,607 | 410 | 0.28% | 0.36% | 187 | -3 | -0.03% | Q4 2025 | Feb 04, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 10,477 | 405 | 0.0% | 0.0% | 188 | -122 | -1.15% | Q4 2025 | Feb 12, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 10,381 | 403 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| GK Wealth Management LLC | History | Added to | 10,256 | 397 | 0.26% | 0.34% | 191 | +954 | 10.26% | Q4 2025 | Jan 05, 2026 |
| Convergence Financial, LLC | History | No change | 10,254 | 397 | 0.06% | 0.08% | 190 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 10,246 | 396 | 0.03% | 0.13% | 192 | -28,202 | -73.35% | Q4 2025 | Apr 02, 2026 |
| EPIQ PARTNERS, LLC | History | No change | 10,200 | 395 | 0.18% | 0.24% | 193 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 10,088 | 390 | 0.0% | 0.01% | 194 | -70 | -0.69% | Q4 2025 | Feb 02, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 10,012 | 387 | 0.03% | 0.08% | 195 | -8,869 | -46.97% | Q4 2025 | Feb 12, 2026 |
| Sage Mountain Advisors LLC | History | No change | 9,983 | 386 | 0.02% | 0.03% | 196 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 9,941 | 385 | 0.01% | 0.02% | 197 | -470 | -4.51% | Q4 2025 | Jan 23, 2026 |
| WoodTrust Financial Corp | History | Added to | 9,789 | 379 | 0.04% | 0.05% | 198 | +1,153 | 13.35% | Q4 2025 | Jan 30, 2026 |
| BROWN ADVISORY INC | History | No change | 9,695 | 375 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ellsworth Advisors, LLC | History | Reduced | 8,848 | 372 | 0.07% | 0.1% | 200 | -236 | -2.6% | Q4 2025 | Jan 16, 2026 |
| EP Wealth Advisors, LLC | History | New | 9,521 | 368 | 0.0% | — | 201 | +9,521 | New | Q4 2025 | Feb 18, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 9,379 | 363 | 0.0% | 0.0% | 202 | +3,665 | 64.14% | Q4 2025 | Feb 02, 2026 |
| EFG International AG | History | New | 9,350 | 362 | 0.01% | — | 203 | +9,350 | New | Q4 2025 | Feb 17, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 9,277 | 359 | 0.01% | 0.01% | 205 | +578 | 6.64% | Q4 2025 | Jan 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 9,288 | 359 | 0.0% | 0.0% | 204 | +50 | 0.54% | Q4 2025 | Feb 12, 2026 |
| Atria Investments, Inc | History | New | 9,187 | 355 | 0.0% | — | 206 | +9,187 | New | Q4 2025 | Feb 05, 2026 |
| Advyzon Investment Management, LLC | History | New | 8,992 | 348 | 0.04% | — | 208 | +8,992 | New | Q4 2025 | Feb 13, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Added to | 9,008 | 348 | 0.07% | 0.06% | 207 | +3,133 | 53.33% | Q4 2025 | Feb 10, 2026 |
| Visionary Wealth Advisors | History | Reduced | 8,908 | 345 | 0.02% | 0.02% | 211 | -401 | -4.31% | Q4 2025 | Feb 13, 2026 |
| MCRAE CAPITAL MANAGEMENT INC | History | No change | 8,918 | 345 | 0.07% | 0.09% | 209 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 8,921 | 345 | 0.01% | 0.02% | 210 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Parallel Advisors, LLC | History | Reduced | 8,861 | 343 | 0.01% | 0.01% | 212 | -72 | -0.81% | Q4 2025 | Feb 11, 2026 |
| Concord Wealth Partners | History | Added to | 8,780 | 340 | 0.04% | 0.03% | 213 | +5,040 | 134.76% | Q4 2025 | Jan 29, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 8,706 | 337 | 0.04% | 0.05% | 214 | -1 | -0.01% | Q4 2025 | Jan 20, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 8,684 | 336 | 0.0% | 0.0% | 215 | +5,500 | 172.74% | Q4 2025 | Feb 03, 2026 |
| Asset Planning,Inc | History | Added to | 8,650 | 335 | 0.24% | 0.3% | 216 | +500 | 6.13% | Q4 2025 | Feb 03, 2026 |
| CHOREO, LLC | History | Added to | 8,565 | 332 | 0.0% | 0.01% | 217 | +361 | 4.4% | Q4 2025 | Jan 23, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 8,448 | 327 | 0.04% | 0.05% | 218 | +112 | 1.34% | Q4 2025 | Jan 23, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 8,410 | 325 | 0.02% | 0.03% | 219 | +866 | 11.48% | Q4 2025 | Jan 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 8,354 | 323 | 0.0% | 0.01% | 221 | +2,295 | 37.88% | Q4 2025 | Jan 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 8,356 | 323 | 0.0% | 0.0% | 220 | -1,869 | -18.28% | Q4 2025 | Feb 06, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | Added to | 8,296 | 321 | 0.09% | 0.1% | 222 | +1,500 | 22.07% | Q4 2025 | Feb 04, 2026 |
| Curran Financial Partners, LLC | History | Added to | 8,281 | 320 | 0.06% | 0.07% | 223 | +1,236 | 17.54% | Q4 2025 | Jan 22, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 8,146 | 315 | 0.0% | 0.0% | 224 | +314 | 4.01% | Q4 2025 | Feb 12, 2026 |
| Blackhawk Capital Partners, LLC | History | Added to | 8,088 | 313 | 0.12% | 0.12% | 225 | +2,236 | 38.21% | Q4 2025 | Feb 04, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 8,021 | 310 | 0.0% | 0.0% | 226 | +831 | 11.56% | Q4 2025 | Feb 12, 2026 |
| Pathstone Holdings, LLC | History | New | 7,844 | 303 | 0.0% | — | 227 | +7,844 | New | Q4 2025 | Feb 13, 2026 |
| VanderPol Investments L.L.C. | History | Added to | 7,763 | 300 | 0.52% | 0.63% | 228 | +325 | 4.37% | Q4 2025 | Feb 04, 2026 |
| Verde Capital Management | History | Reduced | 7,606 | 294 | 0.06% | 0.09% | 229 | -328 | -4.13% | Q4 2025 | Feb 06, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 7,491 | 290 | 0.01% | 0.02% | 230 | -11,936 | -61.44% | Q4 2025 | Feb 13, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 7,440 | 288 | 0.01% | 0.01% | 231 | +3,086 | 70.88% | Q4 2025 | Feb 12, 2026 |
| AIRE ADVISORS, LLC | History | Reduced | 7,319 | 283 | 0.05% | 0.08% | 232 | -1,166 | -13.74% | Q4 2025 | Feb 17, 2026 |
| Elevate Capital Advisors, LLC | History | New | 7,285 | 282 | 0.19% | — | 233 | +7,285 | New | Q4 2025 | Jan 23, 2026 |
| VISTA FINANCE, LLC | History | Added to | 7,278 | 281 | 0.19% | 0.18% | 234 | +2,000 | 37.89% | Q4 2025 | Jan 27, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 7,147 | 276 | 0.0% | 0.0% | 235 | +3,130 | 77.92% | Q4 2025 | Jan 21, 2026 |
| WorthPointe, LLC | History | No change | 7,131 | 276 | 0.07% | 0.14% | 236 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 7,079 | 274 | 0.0% | 0.0% | 237 | -2,988 | -29.68% | Q4 2025 | Feb 18, 2026 |
| Finer Wealth Management, Inc. | History | Reduced | 6,946 | 269 | 0.13% | 0.18% | 239 | -155 | -2.18% | Q4 2025 | Jan 21, 2026 |
| Formidable Asset Management, LLC | History | Added to | 5,321 | 269 | 0.04% | 0.04% | 238 | +110 | 2.11% | Q4 2025 | Jan 16, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 6,910 | 267 | 0.0% | 0.0% | 240 | +2,500 | 56.69% | Q4 2025 | Feb 12, 2026 |
| Leo Wealth, LLC | History | Added to | 6,880 | 266 | 0.02% | 0.03% | 241 | +1,549 | 29.06% | Q4 2025 | Jan 21, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 6,860 | 265 | 0.01% | — | 242 | +6,860 | New | Q4 2025 | Jan 14, 2026 |
| HCR Wealth Advisors | History | Reduced | 6,831 | 264 | 0.03% | 0.04% | 243 | -6 | -0.09% | Q4 2025 | Jan 27, 2026 |
| MAI Capital Management | History | Added to | 6,810 | 263 | 0.0% | 0.0% | 244 | +660 | 10.73% | Q4 2025 | Feb 13, 2026 |
| Sankala Group LLC | History | New | 9,052 | 262 | 0.21% | — | 246 | +9,052 | New | Q4 2025 | Mar 02, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 6,773 | 262 | 0.01% | 0.01% | 245 | -915 | -11.9% | Q4 2025 | Feb 03, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 6,698 | 259 | 0.01% | 0.02% | 247 | -2,914 | -30.32% | Q4 2025 | Feb 02, 2026 |
| PYA Waltman Capital, LLC | History | Reduced | 6,696 | 259 | 0.07% | 0.09% | 248 | -217 | -3.14% | Q4 2025 | Feb 13, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 6,658 | 257 | 0.02% | 0.03% | 249 | -315 | -4.52% | Q4 2025 | Jan 29, 2026 |
| Quantinno Capital Management LP | History | Reduced | 6,626 | 256 | 0.0% | 0.0% | 250 | -371 | -5.3% | Q4 2025 | Feb 17, 2026 |
| Prosperity Financial Group, Inc. | History | Reduced | 6,542 | 253 | 0.09% | 0.13% | 251 | -515 | -7.3% | Q4 2025 | Jan 26, 2026 |
| AE Wealth Management LLC | History | Added to | 6,468 | 250 | 0.0% | 0.0% | 253 | +1,899 | 41.56% | Q4 2025 | Jan 26, 2026 |
| True North Advisors, LLC | History | Added to | 6,470 | 250 | 0.03% | 0.05% | 252 | +6 | 0.09% | Q4 2025 | Jan 22, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 6,437 | 249 | 0.02% | 0.02% | 254 | -54 | -0.83% | Q4 2025 | Feb 05, 2026 |
| Composition Wealth, LLC | History | Added to | 6,423 | 248 | 0.0% | 0.0% | 256 | +2,230 | 53.18% | Q4 2025 | Feb 02, 2026 |
| UMB Bank, n.a. | History | No change | 6,419 | 248 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FWG Holdings, LLC | History | No change | 5,074 | 248 | 0.09% | 0.11% | 257 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 6,385 | 247 | 0.09% | 0.11% | 258 | +1,448 | 29.33% | Q4 2025 | Jan 27, 2026 |
| Brand Asset Management Group, Inc. | History | New | 6,366 | 246 | 0.07% | — | 259 | +6,366 | New | Q4 2025 | Feb 11, 2026 |
| Shay Capital LLC | History | Added to | 6,250 | 242 | 0.02% | 0.02% | 260 | +2,250 | 56.25% | Q4 2025 | Feb 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 6,742 | 240 | 0.01% | 0.0% | 261 | +1,927 | 40.02% | Q4 2025 | Feb 11, 2026 |
| Gainplan LLC | History | Reduced | 6,138 | 237 | 0.09% | 0.42% | 262 | -13,260 | -68.36% | Q4 2025 | Jan 23, 2026 |
| Abacus Planning Group, Inc. | History | No change | 6,067 | 234 | 0.03% | 0.04% | 263 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 6,032 | 233 | 0.02% | 0.03% | 264 | -1,851 | -23.48% | Q4 2025 | Feb 12, 2026 |
| VestGen Advisors, LLC | History | New | 6,013 | 232 | 0.01% | — | 266 | +6,013 | New | Q4 2025 | Feb 17, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 6,013 | 232 | 0.01% | 0.01% | 265 | +1,707 | 39.64% | Q4 2025 | Jan 15, 2026 |
| Allworth Financial LP | History | New | 5,983 | 231 | 0.0% | — | 267 | +5,983 | New | Q4 2025 | Feb 05, 2026 |
| HORAN Wealth, LLC | History | No change | 5,896 | 228 | 0.04% | 0.05% | 268 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Silverleafe Capital Partners, LLC | History | New | 5,862 | 227 | 0.07% | — | 269 | +5,862 | New | Q4 2025 | Jan 12, 2026 |
| Burford Brothers, Inc. | History | Reduced | 5,815 | 225 | 0.09% | 0.14% | 270 | -568 | -8.9% | Q4 2025 | Feb 05, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 5,761 | 223 | 0.02% | 0.03% | 271 | +531 | 10.15% | Q4 2025 | Feb 13, 2026 |
| Veery Capital, LLC | History | No change | 5,767 | 223 | 0.07% | 0.09% | 272 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 5,709 | 221 | 0.0% | 0.0% | 273 | +1,058 | 22.75% | Q4 2025 | Jan 20, 2026 |
| Capital Advisors Wealth Management, LLC | History | New | 5,668 | 219 | 0.03% | — | 275 | +5,668 | New | Q4 2025 | Jan 21, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 5,661 | 219 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NavPoint Financial, Inc. | History | New | 5,632 | 218 | 0.09% | — | 277 | +5,632 | New | Q4 2025 | Jan 20, 2026 |
| Equita Financial Network, Inc. | History | No change | 5,649 | 218 | 0.07% | 0.1% | 276 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CURA WEALTH ADVISORS, LLC | History | Reduced | 5,578 | 216 | 0.08% | 0.19% | 278 | -4,500 | -44.65% | Q4 2025 | Jan 23, 2026 |
| Osbon Capital Management LLC | History | New | 5,518 | 213 | 0.2% | — | 280 | +5,518 | New | Q4 2025 | Mar 16, 2026 |
| Ballast Financial Advisors LLC | History | New | 5,514 | 213 | 0.22% | — | 281 | +5,514 | New | Q4 2025 | Feb 17, 2026 |
| SPROTT INC. | History | Added to | 5,500 | 213 | 0.01% | 0.01% | 279 | +125 | 2.33% | Q4 2025 | Feb 12, 2026 |
| Aurora Private Wealth, Inc. | History | New | 5,423 | 210 | 0.14% | — | 284 | +5,423 | New | Q4 2025 | Feb 02, 2026 |
| Demars Financial Group, LLC | History | No change | 5,442 | 210 | 0.07% | 0.1% | 282 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Canton Hathaway, LLC | History | No change | 5,440 | 210 | 0.04% | 0.05% | 283 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Sigma Planning Corp | History | New | 5,357 | 207 | 0.01% | — | 285 | +5,357 | New | Q4 2025 | Jan 30, 2026 |
| XTX Topco Ltd | History | Reduced | 5,282 | 204 | 0.01% | 0.01% | 286 | -252 | -4.55% | Q4 2025 | Feb 17, 2026 |
| Mills Wealth Advisors LLC | History | Reduced | 5,240 | 202 | 0.08% | 0.11% | 287 | -12 | -0.23% | Q4 2025 | Jan 27, 2026 |
| Summit Trail Advisors, LLC | History | No change | 5,197 | 201 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Keystone Financial Services, LLC | History | Added to | 5,175 | 200 | 0.14% | 0.14% | 289 | +1,095 | 26.84% | Q4 2025 | Jan 27, 2026 |
| Sunbelt Securities, Inc. | History | No change | 4,986 | 193 | 0.01% | 0.02% | 290 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Blue Trust, Inc. | History | Added to | 4,908 | 190 | 0.0% | 0.0% | 292 | +1,813 | 58.58% | Q4 2025 | Jan 16, 2026 |
| TSFG, LLC | History | Reduced | 4,899 | 190 | 0.03% | 0.04% | 291 | -5 | -0.1% | Q4 2025 | Feb 04, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | Added to | 4,819 | 186 | 0.03% | 0.03% | 293 | +1,597 | 49.57% | Q4 2025 | Feb 10, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Reduced | 4,612 | 178 | 0.04% | 0.06% | 294 | -364 | -7.32% | Q4 2025 | Jan 20, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 4,490 | 173 | 0.01% | 0.01% | 295 | +2,740 | 156.57% | Q4 2025 | Jan 07, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 4,140 | 160 | 0.0% | 0.0% | 296 | -200 | -4.61% | Q4 2025 | Mar 16, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 3,912 | 151 | 0.05% | 0.08% | 297 | -483 | -10.99% | Q4 2025 | Jan 22, 2026 |
| CWM, LLC | History | Added to | 3,771 | 146 | 0.0% | 0.0% | 298 | +630 | 20.06% | Q4 2025 | Jan 26, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 3,611 | 139 | 0.01% | — | 299 | +3,611 | New | Q4 2025 | Feb 03, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 3,573 | 138 | 0.09% | — | 300 | +3,573 | New | Q4 2025 | Feb 19, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 3,550 | 137 | 0.11% | — | 301 | +3,550 | New | Q4 2025 | Feb 11, 2026 |
| Hills Bank & Trust Co | History | Added to | 3,504 | 135 | 0.01% | 0.01% | 302 | +375 | 11.98% | Q4 2025 | Feb 05, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,455 | 134 | 0.0% | — | 303 | +3,455 | New | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 3,386 | 131 | 0.01% | 0.01% | 304 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Bogart Wealth, LLC | History | No change | 2,930 | 113 | 0.0% | 0.01% | 305 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| REAP Financial Group, LLC | History | New | 2,839 | 109 | 0.02% | — | 306 | +2,839 | New | Q4 2025 | Feb 10, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 2,792 | 108 | 0.01% | 0.02% | 307 | -226 | -7.49% | Q4 2025 | Jan 27, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 2,674 | 103 | 0.0% | 0.0% | 308 | +2,177 | 438.03% | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | New | 2,637 | 102 | 0.0% | — | 309 | +2,637 | New | Q4 2025 | Feb 17, 2026 |
| Copia Wealth Management | History | Reduced | 2,622 | 101 | 0.07% | 0.1% | 310 | -140 | -5.07% | Q4 2025 | Feb 06, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 2,449 | 94 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Arax Advisory Partners | History | Reduced | 2,364 | 91 | 0.0% | 0.0% | 312 | -2,010 | -45.95% | Q4 2025 | Feb 13, 2026 |
| Alamea Verwaltungs GmbH | History | No change | 2,325 | 90 | 0.06% | 0.08% | 313 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 2,200 | 85 | 0.05% | 0.06% | 314 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Horrell Capital Management, Inc. | History | Reduced | 2,122 | 82 | 0.04% | 0.05% | 315 | -3 | -0.14% | Q4 2025 | Feb 03, 2026 |
| COMERICA BANK | History | Reduced | 1,991 | 77 | 0.0% | 0.0% | 317 | -148 | -6.92% | Q4 2025 | Jan 29, 2026 |
| Clearstead Advisors, LLC | History | Added to | 1,999 | 77 | 0.0% | 0.0% | 316 | +2 | 0.1% | Q4 2025 | Feb 09, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 1,955 | 75 | 0.0% | 0.0% | 318 | -11 | -0.56% | Q4 2025 | Feb 04, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | Reduced | 1,889 | 73 | 0.03% | 0.04% | 319 | -30 | -1.56% | Q4 2025 | Feb 06, 2026 |
| WOLFF WIESE MAGANA LLC | History | Reduced | 1,839 | 71 | 0.04% | 0.08% | 320 | -1,125 | -37.96% | Q4 2025 | Jan 14, 2026 |
| ACT CAPITAL MANAGEMENT, LLC | History | New | 1,800 | 69 | 0.06% | — | 321 | +1,800 | New | Q4 2025 | Feb 17, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 1,711 | 66 | 0.0% | 0.01% | 322 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 1,686 | 65 | 0.02% | 0.01% | 323 | +1,359 | 415.6% | Q4 2025 | Feb 06, 2026 |
| Newbridge Financial Services Group, Inc. | History | Added to | 1,592 | 61 | 0.01% | 0.01% | 324 | +166 | 11.64% | Q4 2025 | Jan 21, 2026 |
| UBS Group AG | History | Reduced | 1,532 | 59 | 0.0% | 0.0% | 325 | -5,133 | -77.01% | Q4 2025 | Jan 29, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 2,021 | 58 | 0.08% | 0.1% | 326 | +285 | 16.42% | Q4 2025 | Feb 10, 2026 |
| Sound Income Strategies, LLC | History | Added to | 1,295 | 54 | 0.0% | 0.0% | 327 | +45 | 3.6% | Q4 2025 | Jan 21, 2026 |
| Western Pacific Wealth Management, LP | History | No change | 1,400 | 54 | 0.05% | 0.07% | 328 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| SouthState Bank Corp | History | No change | 1,321 | 51 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MRP Capital Investments, LLC | History | Reduced | 1,282 | 49 | 0.04% | 0.06% | 330 | -271 | -17.45% | Q4 2025 | Feb 09, 2026 |
| Greenline Wealth Management LLC | History | New | 1,252 | 48 | 0.05% | — | 331 | +1,252 | New | Q4 2025 | Feb 13, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 1,224 | 47 | 0.01% | 0.01% | 332 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Compagnie Lombard Odier SCmA | History | Reduced | 1,210 | 46 | 0.0% | 0.0% | 333 | -600 | -33.15% | Q4 2025 | Jan 16, 2026 |
| Asset Dedication, LLC | History | No change | 1,175 | 45 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Ares Financial Consulting, LLC | History | New | 1,030 | 39 | 0.04% | — | 336 | +1,030 | New | Q4 2025 | Jan 30, 2026 |
| Silicon Valley Capital Partners | History | No change | 1,009 | 39 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ORG Partners LLC | History | Added to | 960 | 37 | 0.01% | 0.01% | 338 | +71 | 7.99% | Q4 2025 | Jan 14, 2026 |
| BESSEMER GROUP INC | History | No change | 967 | 37 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Quattro Advisors LLC | History | New | 900 | 34 | 0.03% | — | 339 | +900 | New | Q4 2025 | Feb 13, 2026 |
| ABOUND FINANCIAL, LLC | History | New | 873 | 33 | 0.01% | — | 340 | +873 | New | Q4 2025 | Feb 17, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 849 | 32 | 0.01% | 0.01% | 341 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Westfuller Advisors, LLC | History | No change | 809 | 31 | 0.01% | 0.02% | 342 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Keystone Financial Group, Inc. | History | No change | 816 | 31 | 0.02% | 0.02% | 343 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 700 | 27 | 0.0% | — | 344 | +700 | New | Q4 2025 | Jan 21, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 655 | 25 | 0.0% | 0.0% | 346 | -52 | -7.36% | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 665 | 25 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Truvestments Capital LLC | History | No change | 666 | 25 | 0.0% | 0.01% | 347 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 647 | 25 | 0.01% | 0.01% | 348 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Modus Advisors, LLC | History | New | 603 | 23 | 0.01% | — | 350 | +603 | New | Q4 2025 | Feb 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 602 | 23 | 0.0% | 0.0% | 349 | +149 | 32.89% | Q4 2025 | Feb 09, 2026 |
| Root Financial Partners, LLC | History | Added to | 592 | 22 | 0.0% | 0.0% | 352 | +528 | 825.0% | Q4 2025 | Feb 10, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 575 | 22 | 0.01% | 0.01% | 351 | +25 | 4.55% | Q4 2025 | Jan 30, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 558 | 21 | 0.01% | 0.01% | 353 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CENTRAL TRUST Co | History | Reduced | 535 | 20 | 0.0% | 0.0% | 354 | -1,718 | -76.25% | Q4 2025 | Feb 02, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 500 | 19 | 0.0% | 0.0% | 355 | +209 | 71.82% | Q4 2025 | Feb 17, 2026 |
| North Star Investment Management Corp. | History | No change | 510 | 19 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 472 | 18 | 0.0% | 0.01% | 357 | -191 | -28.81% | Q4 2025 | Feb 10, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 465 | 18 | 0.0% | 0.0% | 358 | -99 | -17.55% | Q4 2025 | Jan 27, 2026 |
| LRI Investments, LLC | History | No change | 471 | 18 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| WHITTIER TRUST CO | History | Reduced | 436 | 17 | 0.0% | 0.0% | 360 | -2,217 | -83.57% | Q4 2025 | Jan 26, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 417 | 16 | 0.0% | 0.01% | 362 | -4,000 | -90.56% | Q4 2025 | Jan 20, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 415 | 16 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Colonial Trust Advisors | History | No change | 432 | 16 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Richardson Capital Management LLC | History | No change | 436 | 16 | 0.01% | 0.01% | 364 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| American Capital Advisory, LLC | History | No change | 426 | 16 | 0.01% | 0.01% | 365 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 410 | 15 | 0.0% | 0.0% | 367 | -21 | -4.87% | Q4 2025 | Jan 20, 2026 |
| Avalon Trust Co | History | No change | 400 | 15 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 371 | 14 | 0.0% | 0.0% | 369 | +72 | 24.08% | Q4 2025 | Feb 27, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 365 | 14 | 0.01% | 0.01% | 368 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 337 | 13 | 0.0% | 0.0% | 371 | -162 | -32.46% | Q4 2025 | Feb 03, 2026 |
| FMR LLC | History | No change | 351 | 13 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Garner Asset Management Corp | History | New | 327 | 12 | 0.0% | — | 373 | +327 | New | Q4 2025 | Feb 03, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 325 | 12 | 0.0% | — | 372 | +325 | New | Q4 2025 | Jan 20, 2026 |
| Strategic Advocates LLC | History | Reduced | 310 | 12 | 0.0% | 0.01% | 374 | -250 | -44.64% | Q4 2025 | Feb 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 320 | 12 | 0.0% | 0.0% | 375 | -4 | -1.23% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 302 | 11 | 0.0% | — | 378 | +302 | New | Q4 2025 | Feb 13, 2026 |
| Ransom Advisory, Ltd | History | New | 300 | 11 | 0.0% | — | 379 | +300 | New | Q4 2025 | Jan 06, 2026 |
| GS Investments, Inc. | History | Added to | 300 | 11 | 0.01% | 0.0% | 377 | +200 | 200.0% | Q4 2025 | Feb 09, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 288 | 11 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 283 | 10 | 0.0% | 0.0% | 383 | +258 | 1032.0% | Q4 2025 | Feb 03, 2026 |
| Premier Financial Group | History | Added to | 149 | 10 | 0.0% | 0.0% | 382 | +122 | 451.85% | Q4 2025 | Feb 09, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 272 | 10 | 0.0% | 0.0% | 380 | +44 | 19.3% | Q4 2025 | Jan 08, 2026 |
| Quent Capital, LLC | History | No change | 265 | 10 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Boreal Capital Management LLC | History | No change | 276 | 10 | 0.01% | 0.01% | 384 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Game Plan Financial Advisors, LLC | History | Added to | 235 | 9 | 0.0% | 0.0% | 387 | +185 | 370.0% | Q4 2025 | Jan 14, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 220 | 9 | 0.0% | 0.0% | 385 | +9 | 4.27% | Q4 2025 | Jan 12, 2026 |
| Golden State Wealth Management, LLC | History | No change | 234 | 9 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JDM Financial Group LLC | History | No change | 236 | 9 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Nova Wealth Management, Inc. | History | No change | 250 | 9 | 0.01% | 0.01% | 389 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 214 | 8 | 0.0% | 0.0% | 390 | -399 | -65.09% | Q4 2025 | Feb 05, 2026 |
| NorthAvenue LLC | History | New | 230 | 8 | 0.01% | — | 392 | +230 | New | Q4 2025 | Apr 02, 2026 |
| Safe Harbor Fiduciary, LLC | History | New | 222 | 8 | 0.01% | — | 391 | +222 | New | Q4 2025 | Feb 17, 2026 |
| Manchester Capital Management LLC | History | Reduced | 195 | 7 | 0.0% | 0.0% | 395 | -1 | -0.51% | Q4 2025 | Feb 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 202 | 7 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ATWOOD & PALMER INC | History | No change | 197 | 7 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BFSG, LLC | History | No change | 185 | 7 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| MTM Investment Management, LLC | History | No change | 195 | 7 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 204 | 7 | 0.0% | 0.01% | 398 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Dunhill Financial, LLC | History | No change | 201 | 7 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Intesa Sanpaolo S.p.A. | History | New | 174 | 6 | 0.0% | — | 401 | +174 | New | Q4 2025 | Feb 17, 2026 |
| Wilkerson Advisory Group LLC | History | New | 156 | 6 | 0.0% | — | 406 | +156 | New | Q4 2025 | Feb 13, 2026 |
| Trust Co | History | New | 155 | 6 | 0.0% | — | 402 | +155 | New | Q4 2025 | Jan 15, 2026 |
| ST GERMAIN D J CO INC | History | No change | 166 | 6 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Turim 21 Investimentos Ltda. | History | No change | 172 | 6 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Planning Group LLC | History | No change | 160 | 6 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BlackRock, Inc. | History | No change | 159 | 6 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Redwood Park Advisors LLC | History | Reduced | 142 | 5 | 0.0% | 0.02% | 413 | -400 | -73.8% | Q4 2025 | Feb 17, 2026 |
| Creative Capital Management Investments LLC | History | New | 140 | 5 | 0.0% | — | 410 | +140 | New | Q4 2025 | Jan 23, 2026 |
| RHL GROUP, LLC | History | New | 137 | 5 | 0.0% | — | 414 | +137 | New | Q4 2025 | Feb 09, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 132 | 5 | 0.0% | — | 411 | +132 | New | Q4 2025 | Feb 11, 2026 |
| CVA Family Office, LLC | History | Added to | 135 | 5 | 0.0% | — | 409 | +116 | 610.53% | Q4 2025 | Jan 12, 2026 |
| PFS Partners, LLC | History | Added to | 140 | 5 | 0.0% | 0.0% | 412 | +23 | 19.66% | Q4 2025 | Jan 16, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 134 | 5 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Anfield Capital Management, LLC | History | No change | 134 | 5 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Triumph Capital Management | History | New | 127 | 4 | 0.0% | — | 418 | +127 | New | Q4 2025 | Feb 12, 2026 |
| Strive Financial Group ,LLC | History | New | 111 | 4 | 0.0% | — | 421 | +111 | New | Q4 2025 | Feb 18, 2026 |
| FIFTH THIRD BANCORP | History | No change | 125 | 4 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 110 | 4 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 128 | 4 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Ulland Investment Advisors, LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Tidemark, LLC | History | No change | 109 | 4 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MCF Advisors LLC | History | New | 100 | 3 | 0.0% | — | 424 | +100 | New | Q4 2025 | Feb 11, 2026 |
| Covestor Ltd | History | New | 90 | 3 | 0.0% | — | 431 | +90 | New | Q4 2025 | Feb 06, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 80 | 3 | 0.0% | — | 437 | +80 | New | Q4 2025 | Feb 18, 2026 |
| CoreCap Advisors, LLC | History | Added to | 87 | 3 | 0.0% | 0.0% | 430 | +54 | 163.64% | Q4 2025 | Jan 13, 2026 |
| Caitlin John, LLC | History | Reduced | 90 | 3 | 0.0% | 0.0% | 435 | -47 | -34.31% | Q4 2025 | Feb 18, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 99 | 3 | 0.0% | 0.0% | 429 | +2 | 2.06% | Q4 2025 | Jan 23, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 96 | 3 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| JNBA Financial Advisors | History | No change | 100 | 3 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Hurley Capital, LLC | History | No change | 103 | 3 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pacific Center for Financial Services | History | No change | 71 | 3 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 96 | 3 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Addison Advisors LLC | History | No change | 80 | 3 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SWAN Capital LLC | History | No change | 82 | 3 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Dixon Mitchell Investment Counsel Inc. | History | No change | 85 | 3 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 83 | 3 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Holos Integrated Wealth LLC | History | No change | 80 | 3 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Lodestone Wealth Management LLC | History | New | 60 | 2 | 0.0% | — | 444 | +60 | New | Q4 2025 | Jan 15, 2026 |
| Oakworth Capital, Inc. | History | No change | 59 | 2 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 53 | 2 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 69 | 2 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| High Note Wealth, LLC | History | No change | 65 | 2 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Activest Wealth Management | History | No change | 52 | 2 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Global Wealth Strategies & Associates | History | No change | 71 | 2 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| Financial Perspectives, Inc | History | No change | 76 | 2 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Financially Speaking Inc | History | No change | 55 | 2 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 37 | 1 | 0.0% | — | 450 | +37 | New | Q4 2025 | Feb 13, 2026 |
| SHP Wealth Management | History | New | 33 | 1 | 0.0% | — | 458 | +33 | New | Q4 2025 | Mar 04, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 32 | 1 | 0.0% | — | 465 | +32 | New | Q4 2025 | Feb 10, 2026 |
| Key Capital Management, INC | History | New | 30 | 1 | 0.0% | — | 466 | +30 | New | Q4 2025 | Jan 26, 2026 |
| Motiv8 Investments LLC | History | New | 20 | 1 | 0.0% | — | 461 | +20 | New | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 38 | 1 | 0.0% | 0.0% | 452 | -10 | -20.83% | Q4 2025 | Feb 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 45 | 1 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 36 | 1 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 41 | 1 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| NVWM, LLC | History | No change | 45 | 1 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Versant Capital Management, Inc | History | No change | 30 | 1 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Kozak & Associates, Inc. | History | No change | 36 | 1 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Carolina Wealth Advisors, LLC | History | No change | 47 | 1 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 29 | 1 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Archer Investment Corp | History | No change | 32 | 1 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Arlington Trust Co LLC | History | No change | 40 | 1 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 32 | 1 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| ORG Wealth Partners, LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 39 | 1 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Kilter Group LLC | History | No change | 50 | 1 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Elequin Capital, LP | History | Closed out | 0 | 0 | — | 0.99% | — | -361,194 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Beacon Harbor Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 2.83% | — | -239,537 | -100.0% | Q3 2025 | Nov 05, 2025 |
| HBK INVESTMENTS L P | History | Closed out | 0 | 0 | — | 0.13% | — | -226,705 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -201,705 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cresset Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -166,849 | -100.0% | Q3 2025 | Jan 22, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.89% | — | -151,358 | -100.0% | Q3 2025 | Oct 09, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -95,512 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Gallacher Capital Management LLC | History | Closed out | 0 | 0 | — | 0.99% | — | -49,501 | -100.0% | Q3 2025 | Nov 05, 2025 |
| RPO LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -45,900 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.22% | — | -35,203 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -25,071 | -100.0% | Q3 2025 | Nov 14, 2025 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -24,112 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Guild Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.91% | — | -22,572 | -100.0% | Q3 2025 | Nov 05, 2025 |
| TABLEAUX LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -7,798 | -100.0% | Q3 2025 | Nov 10, 2025 |
| RMR Wealth Builders | History | Closed out | 0 | 0 | — | 0.03% | — | -7,651 | -100.0% | Q3 2025 | Nov 05, 2025 |
| JOHNSON INVESTMENT COUNSEL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,289 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,180 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -6,066 | -100.0% | Q3 2025 | Oct 29, 2025 |
| NOVEM GROUP | History | Closed out | 0 | 0 | — | 0.04% | — | -5,908 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Ribbit Management Company, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,861 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,855 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,572 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Revisor Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -4,970 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Procyon Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,860 | -100.0% | Q3 2025 | Oct 28, 2025 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,859 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Trek Financial, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,824 | -100.0% | Q3 2025 | Oct 31, 2025 |
| First Heartland Consultants, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -4,768 | -100.0% | Q3 2025 | Nov 10, 2025 |
| NWAM LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,743 | -100.0% | Q3 2025 | Feb 04, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Closed out | 0 | 0 | — | 0.02% | — | -4,709 | -100.0% | Q3 2025 | Dec 10, 2025 |
| White Knight Strategic Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -4,689 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CRA Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,674 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Empower Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,648 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DELTEC ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,570 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Curi Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,544 | -100.0% | Q3 2025 | Nov 13, 2025 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -4,529 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Milestone Asset Management Group, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -4,528 | -100.0% | Q3 2025 | Oct 22, 2025 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,413 | -100.0% | Q3 2025 | Nov 12, 2025 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,196 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SCOTIA CAPITAL INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,104 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,018 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Perigon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,000 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Adalta Capital Management LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,000 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Prairie Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -3,973 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.08% | — | -3,915 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,999 | -100.0% | Q3 2025 | Nov 06, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,209 | -100.0% | Q3 2025 | Oct 21, 2025 |
| DAGCO, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,128 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Crewe Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,061 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ELEVATION WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,054 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Pathway Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -320 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -190 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Strengthening Families & Communities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -72 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Financial Life Planners | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Rossby Financial, LCC | History | Reduced | 1 | 0 | — | 0.0% | — | -40 | -97.56% | Q4 2025 | Feb 12, 2026 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ankerstar Wealth, LLC | History | New | 25 | 0 | — | — | — | +25 | New | Q4 2025 | Feb 12, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1 | 0 | — | 0.0% | — | -22 | -95.65% | Q4 2025 | Feb 17, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Meramec Financial Planners, LLC | History | New | 18 | 0 | — | — | — | +18 | New | Q4 2025 | Feb 10, 2026 |
| Laurel Wealth Advisors LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Jan 30, 2026 |
| OPTIMA CAPITAL LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Jan 23, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 05, 2026 |
| Nemes Rush Group LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 11, 2026 |
| S&T BANK/PA | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Eukles Asset Management | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 09, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |
| CITY HOLDING CO | History | No change | 20 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| DANSKE BANK A/S | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 20 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 22 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 20 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 25 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Cheviot Value Management, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Front Row Advisors LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Avion Wealth | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 20 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 25 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Missouri Trust & Investment Co | History | No change | 20 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 20 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Abound Wealth Management | History | No change | 24 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Colonial Trust Co / SC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Gen-Wealth Partners Inc | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 25 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Graney & King, LLC | History | No change | 20 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kentucky Trust Co | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |