FIRST TRUST EXCHANGE-TRADED FUND VIII - BUFR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 44,621,823 | 1,528,743 | 0.42% | 0.41% | 1 | +2,609,325 | 6.21% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Added to | 12,860,043 | 440,585 | 0.48% | 0.47% | 2 | +671,461 | 5.51% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 11,528,758 | 394,975 | 0.53% | 0.49% | 3 | +115,259 | 1.01% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 7,184,486 | 246,137 | 0.36% | 0.35% | 4 | -396,075 | -5.22% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 6,916,239 | 236,950 | 0.07% | 0.08% | 5 | -1,351,637 | -16.35% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 5,553,717 | 190,270 | 0.06% | 0.05% | 6 | +856,432 | 18.23% | Q4 2025 | Feb 18, 2026 |
| CWM, LLC | History | Reduced | 4,964,256 | 170,075 | 0.46% | 0.51% | 7 | -117,628 | -2.31% | Q4 2025 | Jan 26, 2026 |
| ROYAL BANK OF CANADA | History | New | 4,797,326 | 164,357 | 0.03% | — | 8 | +4,797,326 | New | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 3,723,423 | 128,458 | 0.17% | 0.18% | 9 | +145,064 | 4.05% | Q4 2025 | Jan 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 3,626,879 | 124,256 | 0.3% | 0.3% | 10 | +311,620 | 9.4% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 3,455,657 | 118,390 | 0.01% | 0.0% | 11 | +2,560,580 | 286.07% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 3,280,887 | 112,403 | 0.53% | 0.52% | 12 | +87,948 | 2.75% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 3,262,912 | 111,787 | 0.3% | 0.26% | 13 | +418,781 | 14.72% | Q4 2025 | Feb 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 3,220,487 | 110,333 | 0.45% | 0.49% | 14 | +11,756 | 0.37% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 2,747,720 | 94,136 | 0.34% | 0.39% | 15 | +205,575 | 8.09% | Q4 2025 | Feb 18, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 2,481,942 | 85,031 | 1.72% | 1.93% | 16 | -65,762 | -2.58% | Q4 2025 | Feb 09, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 2,117,437 | 72,543 | 0.1% | 0.1% | 17 | -118,614 | -5.3% | Q4 2025 | Feb 02, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 1,968,773 | 67,450 | 0.84% | 0.84% | 18 | +42,505 | 2.21% | Q4 2025 | Jan 29, 2026 |
| IHT Wealth Management, LLC | History | Added to | 1,679,663 | 57,545 | 1.4% | 1.3% | 19 | +145,631 | 9.49% | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,599,145 | 54,786 | 0.39% | 0.39% | 20 | +15,118 | 0.95% | Q4 2025 | Feb 13, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 1,467,661 | 50,282 | 3.12% | 3.2% | 21 | -7,948 | -0.54% | Q4 2025 | Feb 17, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 1,429,087 | 48,960 | 1.85% | 1.81% | 22 | +21,325 | 1.51% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,303,310 | 44,651 | 0.01% | 0.0% | 23 | +1,299,944 | 38619.85% | Q4 2025 | Feb 13, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 1,280,050 | 43,854 | 3.15% | 3.09% | 24 | +31,305 | 2.51% | Q4 2025 | Feb 11, 2026 |
| Howard Capital Management Inc. | History | Added to | 1,257,375 | 43,077 | 0.56% | 0.36% | 25 | +445,206 | 54.82% | Q4 2025 | Jan 23, 2026 |
| NorthRock Partners, LLC | History | Added to | 1,192,856 | 40,867 | 0.69% | 0.57% | 26 | +249,695 | 26.47% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,093,935 | 37,478 | 0.09% | 0.09% | 27 | +19,596 | 1.82% | Q4 2025 | Feb 11, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 1,068,841 | 36,618 | 4.08% | 4.13% | 28 | +23,429 | 2.24% | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 1,058,224 | 36,254 | 0.43% | 0.27% | 29 | +153,800 | 17.01% | Q4 2025 | Feb 13, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 1,044,099 | 35,770 | 3.4% | 4.22% | 30 | +64,612 | 6.6% | Q4 2025 | Jan 22, 2026 |
| Hibernia Wealth Partners, LLC | History | Added to | 1,017,400 | 34,856 | 10.5% | 11.13% | 31 | +497,592 | 95.73% | Q4 2025 | Feb 12, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 1,015,060 | 34,775 | 6.56% | 6.37% | 32 | +7,158 | 0.71% | Q4 2025 | Jan 28, 2026 |
| Equitable Holdings, Inc. | History | Added to | 1,003,850 | 34,391 | 0.24% | 0.23% | 33 | +49,296 | 5.16% | Q4 2025 | Feb 17, 2026 |
| Brookstone Capital Management | History | Added to | 997,857 | 34,186 | 0.39% | 0.36% | 34 | +87,448 | 9.61% | Q4 2025 | Jan 15, 2026 |
| Mariner, LLC | History | Reduced | 928,274 | 31,802 | 0.04% | 0.04% | 35 | -30,298 | -3.16% | Q4 2025 | Feb 13, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 894,718 | 30,653 | 2.06% | 2.0% | 36 | +26,024 | 3.0% | Q4 2025 | Jan 08, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 879,894 | 30,250 | 2.98% | 3.1% | 37 | +1,462 | 0.17% | Q4 2025 | Feb 17, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 860,109 | 29,467 | 1.33% | 1.17% | 38 | +150,208 | 21.16% | Q4 2025 | Feb 17, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 841,382 | 28,825 | 0.7% | 0.7% | 39 | -14,749 | -1.72% | Q4 2025 | Feb 13, 2026 |
| StoneX Group Inc. | History | Added to | 764,028 | 26,175 | 1.14% | 1.11% | 40 | +3,526 | 0.46% | Q4 2025 | Feb 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 748,494 | 25,643 | 0.14% | 0.11% | 41 | +99,834 | 15.39% | Q4 2025 | Jan 29, 2026 |
| Prospera Financial Services Inc | History | Added to | 731,915 | 25,075 | 0.41% | 0.39% | 42 | +45,251 | 6.59% | Q4 2025 | Feb 09, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 730,523 | 25,027 | 1.16% | 1.07% | 43 | +70,896 | 10.75% | Q4 2025 | Feb 13, 2026 |
| RFG Advisory, LLC | History | Reduced | 724,152 | 24,809 | 0.47% | 0.54% | 44 | -64,173 | -8.14% | Q4 2025 | Feb 03, 2026 |
| Ignite Planners, LLC | History | Added to | 697,971 | 24,114 | 3.69% | 3.74% | 45 | +15,177 | 2.22% | Q4 2025 | Feb 06, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | Added to | 637,496 | 21,841 | 5.8% | 5.56% | 46 | +5,799 | 0.92% | Q4 2025 | Feb 09, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 622,156 | 21,315 | 0.3% | 0.23% | 47 | +66,252 | 11.92% | Q4 2025 | Feb 02, 2026 |
| VestGen Advisors, LLC | History | Reduced | 593,600 | 20,336 | 0.87% | 0.83% | 48 | -147,760 | -19.93% | Q4 2025 | Feb 17, 2026 |
| Holos Integrated Wealth LLC | History | Added to | 590,320 | 20,247 | 11.3% | 11.48% | 49 | +81 | 0.01% | Q4 2025 | Jan 05, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 573,706 | 19,655 | 5.65% | 6.53% | 50 | -85,696 | -13.0% | Q4 2025 | Feb 09, 2026 |
| PSI Advisors, LLC | History | Added to | 558,502 | 19,134 | 4.81% | 4.62% | 51 | +21,835 | 4.07% | Q4 2025 | Feb 09, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 557,443 | 19,097 | 1.22% | 1.44% | 52 | -91,600 | -14.11% | Q4 2025 | Feb 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 529,130 | 18,128 | 0.86% | 0.72% | 53 | +32,416 | 6.53% | Q4 2025 | Jan 21, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 524,041 | 17,953 | 1.95% | 1.56% | 54 | +109,511 | 26.42% | Q4 2025 | Jan 23, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 520,042 | 17,816 | 0.2% | 0.2% | 55 | +16,859 | 3.35% | Q4 2025 | Jan 20, 2026 |
| IFG Advisory, LLC | History | Reduced | 516,442 | 17,693 | 0.77% | 0.8% | 56 | -8,906 | -1.7% | Q4 2025 | Feb 10, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 495,404 | 16,972 | 4.49% | 4.58% | 57 | +2,532 | 0.51% | Q4 2025 | Jan 14, 2026 |
| Solano Wealth Investment Advisors LLC | History | Reduced | 488,722 | 16,743 | 8.3% | 7.99% | 58 | -6,820 | -1.38% | Q4 2025 | Feb 12, 2026 |
| Cooper Financial Group | History | Added to | 481,960 | 16,511 | 1.76% | 1.74% | 59 | +12,062 | 2.57% | Q4 2025 | Jan 08, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 480,036 | 16,445 | 0.32% | 0.24% | 60 | +118,498 | 32.78% | Q4 2025 | Feb 12, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 479,758 | 16,436 | 10.44% | 10.89% | 61 | -2,100 | -0.44% | Q4 2025 | Feb 05, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 466,536 | 15,983 | 0.28% | 0.35% | 62 | +12,690 | 2.8% | Q4 2025 | Feb 09, 2026 |
| Symphony Financial Services, Inc. | History | Added to | 465,822 | 15,959 | 8.18% | 7.91% | 63 | +25,970 | 5.9% | Q4 2025 | Feb 12, 2026 |
| SageGuard Financial Group, LLC | History | New | 455,390 | 15,601 | 2.48% | — | 64 | +455,390 | New | Q4 2025 | Jan 27, 2026 |
| HighTower Advisors, LLC | History | Added to | 455,213 | 15,595 | 0.02% | 0.02% | 65 | +28,882 | 6.77% | Q4 2025 | Feb 06, 2026 |
| Hobart Private Capital, LLC | History | Reduced | 432,814 | 14,828 | 2.89% | 3.07% | 66 | -6,388 | -1.45% | Q4 2025 | Jan 27, 2026 |
| Cooper Capital Advisors LLC | History | Added to | 414,609 | 14,204 | 8.94% | 8.45% | 67 | +23,163 | 5.92% | Q4 2025 | Feb 12, 2026 |
| Key FInancial Inc | History | Reduced | 411,757 | 14,106 | 2.57% | 2.57% | 68 | -3,552 | -0.86% | Q4 2025 | Feb 09, 2026 |
| Strategic Blueprint, LLC | History | Added to | 410,263 | 14,055 | 0.83% | 0.59% | 69 | +2,006 | 0.49% | Q4 2025 | Jan 30, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 410,055 | 14,048 | 2.1% | 2.14% | 70 | -16,905 | -3.96% | Q4 2025 | Feb 12, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 394,756 | 13,524 | 0.45% | 0.48% | 71 | +1,717 | 0.44% | Q4 2025 | Jan 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 390,582 | 13,381 | 0.02% | 0.02% | 72 | +44,716 | 12.93% | Q4 2025 | Mar 16, 2026 |
| Kovack Advisors, Inc. | History | Added to | 385,809 | 13,217 | 0.61% | 0.27% | 73 | +299,617 | 347.62% | Q4 2025 | Feb 17, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 385,687 | 13,213 | 0.23% | 0.22% | 74 | +10,946 | 2.92% | Q4 2025 | Jan 22, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 384,142 | 13,160 | 0.46% | 0.48% | 75 | +8,634 | 2.3% | Q4 2025 | Feb 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 381,865 | 13,082 | 0.07% | 0.08% | 76 | -15,000 | -3.78% | Q4 2025 | Feb 12, 2026 |
| Goldenstone Wealth Management LLC | History | New | 379,420 | 12,998 | 9.72% | — | 77 | +379,420 | New | Q4 2025 | Feb 06, 2026 |
| Keystone Financial Group | History | Added to | 379,123 | 12,988 | 0.96% | 0.3% | 78 | +263,039 | 226.59% | Q4 2025 | Feb 06, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 378,075 | 12,952 | 0.32% | 0.32% | 79 | +4,729 | 1.27% | Q4 2025 | Jan 28, 2026 |
| World Investment Advisors | History | New | 376,196 | 12,888 | 0.21% | — | 80 | +376,196 | New | Q4 2025 | Mar 12, 2026 |
| Capasso Planning Partners LLC | History | Added to | 363,625 | 12,457 | 6.82% | 2.62% | 81 | +235,960 | 184.83% | Q4 2025 | Feb 17, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 357,150 | 12,235 | 0.69% | 0.71% | 82 | +13,170 | 3.83% | Q4 2025 | Feb 04, 2026 |
| Tower Wealth Partners, Inc. | History | Added to | 354,179 | 12,134 | 6.67% | 6.43% | 83 | +3,720 | 1.06% | Q4 2025 | Jan 16, 2026 |
| Sigma Planning Corp | History | Reduced | 372,173 | 12,097 | 0.33% | 0.36% | 84 | -7,465 | -1.97% | Q4 2025 | Jan 30, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 337,374 | 11,558 | 0.13% | 0.09% | 85 | +96,346 | 39.97% | Q4 2025 | Feb 02, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 325,841 | 11,163 | 0.31% | 0.27% | 86 | +194,656 | 148.38% | Q4 2025 | Feb 10, 2026 |
| Schulz Wealth, LTD. | History | Reduced | 325,189 | 11,140 | 7.14% | 7.74% | 87 | -25,088 | -7.16% | Q4 2025 | Feb 05, 2026 |
| Lifestyle Asset Management, Inc. | History | Added to | 324,170 | 11,106 | 3.61% | 3.68% | 88 | +1,655 | 0.51% | Q4 2025 | Feb 11, 2026 |
| Triton Wealth Management, PLLC | History | Reduced | 320,501 | 11,047 | 4.15% | 4.45% | 89 | -25,786 | -7.45% | Q4 2025 | Feb 05, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 315,321 | 10,802 | 0.7% | 0.4% | 90 | +138,041 | 77.87% | Q4 2025 | Feb 03, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 299,499 | 10,260 | 10.69% | 11.14% | 91 | -5,346 | -1.75% | Q4 2025 | Feb 13, 2026 |
| Regal Investment Advisors LLC | History | Added to | 296,543 | 10,159 | 0.61% | 0.62% | 92 | +12,376 | 4.36% | Q4 2025 | Feb 17, 2026 |
| Frederick Financial Consultants, LLC | History | Added to | 296,496 | 10,157 | 5.56% | 5.47% | 93 | +4,438 | 1.52% | Q4 2025 | Feb 10, 2026 |
| AE Wealth Management LLC | History | Added to | 292,058 | 10,005 | 0.06% | 0.05% | 94 | +56,961 | 24.23% | Q4 2025 | Jan 26, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 290,438 | 9,950 | 0.46% | 0.39% | 95 | +43,370 | 17.55% | Q4 2025 | Feb 13, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | History | Reduced | 289,025 | 9,901 | 0.67% | 0.66% | 96 | -419 | -0.14% | Q4 2025 | Feb 10, 2026 |
| WealthCare Investment Partners, LLC | History | New | 285,610 | 9,796 | 2.85% | — | 97 | +285,610 | New | Q4 2025 | Jan 06, 2026 |
| Tidemark, LLC | History | New | 285,814 | 9,791 | 2.78% | — | 98 | +285,814 | New | Q4 2025 | Feb 10, 2026 |
| Solitude Financial Services | History | Reduced | 273,730 | 9,377 | 3.09% | 3.29% | 99 | -14,279 | -4.96% | Q4 2025 | Jan 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 271,842 | 9,313 | 0.11% | 0.13% | 100 | +50,001 | 22.54% | Q4 2025 | Jan 29, 2026 |
| PMG Wealth Management, Inc. | History | Added to | 266,958 | 9,145 | 6.7% | 6.53% | 101 | +9,998 | 3.89% | Q4 2025 | Jan 23, 2026 |
| LeClair Wealth Partners LLC | History | Added to | 266,500 | 9,130 | 5.3% | 5.48% | 102 | +3,165 | 1.2% | Q4 2025 | Feb 11, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 262,705 | 9,000 | 0.95% | 0.97% | 103 | -1,115 | -0.42% | Q4 2025 | Feb 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 253,138 | 8,773 | 2.56% | 2.95% | 104 | -5,290 | -2.05% | Q4 2025 | Feb 10, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 244,519 | 8,377 | 0.59% | 0.62% | 105 | +9,410 | 4.0% | Q4 2025 | Jan 21, 2026 |
| Opus Financial Solutions LLC | History | New | 242,527 | 8,308 | 7.84% | — | 106 | +242,527 | New | Q4 2025 | Feb 17, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 239,187 | 8,194 | 0.43% | 0.47% | 107 | -20,296 | -7.82% | Q4 2025 | Mar 04, 2026 |
| Financial Futures Ltd Liability Co. | History | Reduced | 234,930 | 8,048 | 3.73% | 3.96% | 108 | -9,216 | -3.77% | Q4 2025 | Jan 23, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 230,535 | 7,898 | 0.1% | 0.45% | 109 | -690,944 | -74.98% | Q4 2025 | Feb 10, 2026 |
| FreeGulliver LLC | History | Reduced | 230,454 | 7,895 | 2.91% | 3.44% | 110 | -717 | -0.31% | Q4 2025 | Feb 12, 2026 |
| Chris Bulman Inc | History | Added to | 225,480 | 7,724 | 3.42% | 3.63% | 111 | +8,559 | 3.95% | Q4 2025 | Jan 14, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | New | 222,614 | 7,633 | 6.44% | — | 112 | +222,614 | New | Q4 2025 | Jan 20, 2026 |
| Family Capital Management, Inc. | History | Added to | 220,092 | 7,540 | 3.35% | 3.36% | 113 | +9,625 | 4.57% | Q4 2025 | Jan 27, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 218,784 | 7,495 | 0.83% | 0.88% | 114 | +23,543 | 12.06% | Q4 2025 | Feb 11, 2026 |
| Atria Investments, Inc | History | Reduced | 216,216 | 7,407 | 0.08% | 0.09% | 115 | -22,152 | -9.29% | Q4 2025 | Feb 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 216,058 | 7,402 | 0.11% | 0.12% | 116 | +1,145 | 0.53% | Q4 2025 | Feb 12, 2026 |
| Jacobi Capital Management LLC | History | Added to | 213,201 | 7,304 | 0.42% | 0.43% | 117 | +3,349 | 1.6% | Q4 2025 | Feb 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 212,513 | 7,280 | 0.03% | 0.02% | 118 | +19,200 | 9.93% | Q4 2025 | Feb 06, 2026 |
| Madrona Financial Services, LLC | History | Added to | 212,427 | 7,277 | 1.55% | 1.56% | 119 | +1,479 | 0.7% | Q4 2025 | Jan 22, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 212,111 | 7,266 | 0.1% | 0.11% | 120 | -7,250 | -3.31% | Q4 2025 | Feb 09, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 211,056 | 7,230 | 0.05% | — | 121 | +211,056 | New | Q4 2025 | Feb 18, 2026 |
| Arkadios Wealth Advisors | History | Added to | 208,404 | 7,139 | 0.14% | 0.14% | 122 | +28,120 | 15.6% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | New | 206,931 | 7,089 | 0.21% | — | 123 | +206,931 | New | Q4 2025 | Feb 13, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 198,210 | 6,790 | 1.92% | 1.93% | 124 | +280 | 0.14% | Q4 2025 | Feb 05, 2026 |
| Seros Financial, LLC | History | Reduced | 197,856 | 6,778 | 3.98% | 4.02% | 125 | -1,117 | -0.56% | Q4 2025 | Feb 06, 2026 |
| RiverTree Advisors, LLC | History | Added to | 197,473 | 6,765 | 4.31% | 4.2% | 126 | +1,514 | 0.77% | Q4 2025 | Jan 15, 2026 |
| Sun Financial Inc | History | New | 194,329 | 6,657 | 3.71% | — | 127 | +194,329 | New | Q4 2025 | Feb 02, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 191,907 | 6,574 | 0.29% | 0.27% | 128 | -2,478 | -1.27% | Q4 2025 | Feb 17, 2026 |
| Western Wealth Management, LLC | History | Added to | 191,213 | 6,550 | 0.3% | 0.27% | 129 | +36,417 | 23.53% | Q4 2025 | Feb 05, 2026 |
| Concorde Asset Management, LLC | History | Reduced | 190,648 | 6,531 | 2.61% | 2.81% | 130 | -10,570 | -5.25% | Q4 2025 | Feb 13, 2026 |
| SCS Capital Management LLC | History | Added to | 187,899 | 6,437 | 0.07% | 0.06% | 131 | +14,025 | 8.07% | Q4 2025 | Feb 10, 2026 |
| Encompass More Asset Management | History | Added to | 184,935 | 6,335 | 1.17% | 1.16% | 132 | +3,228 | 1.78% | Q4 2025 | Feb 03, 2026 |
| Merit Financial Group, LLC | History | Added to | 183,840 | 6,298 | 0.05% | 0.03% | 133 | +98,034 | 114.25% | Q4 2025 | Jan 26, 2026 |
| Three Cord True Wealth Management, LLC | History | New | 180,737 | 6,192 | 3.6% | — | 134 | +180,737 | New | Q4 2025 | Feb 05, 2026 |
| FOCUS Wealth Advisors, LLC | History | Added to | 179,956 | 6,165 | 2.87% | 2.87% | 135 | +1,546 | 0.87% | Q4 2025 | Jan 09, 2026 |
| Andina Capital Management, LLC | History | Reduced | 179,528 | 6,150 | 3.72% | 3.76% | 136 | -19,746 | -9.91% | Q4 2025 | Feb 12, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 173,154 | 5,932 | 2.2% | 2.03% | 137 | +25,578 | 17.33% | Q4 2025 | Feb 17, 2026 |
| HFG Wealth Management, LLC | History | Reduced | 169,039 | 5,791 | 3.19% | 3.37% | 138 | -16,701 | -8.99% | Q4 2025 | Jan 16, 2026 |
| Ergawealth Advisors, Inc. | History | Reduced | 167,523 | 5,739 | 2.64% | 5.06% | 139 | -157,329 | -48.43% | Q4 2025 | Jan 21, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 166,789 | 5,714 | 2.73% | 2.72% | 140 | -13,323 | -7.4% | Q4 2025 | Feb 03, 2026 |
| Advisor Resource Council | History | Added to | 164,353 | 5,694 | 2.02% | 0.49% | 141 | +153,463 | 1409.21% | Q4 2025 | Feb 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 166,022 | 5,687 | 0.36% | 0.29% | 142 | +35,164 | 26.87% | Q4 2025 | Feb 06, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 164,854 | 5,647 | 0.26% | 0.26% | 143 | +5,287 | 3.31% | Q4 2025 | Feb 13, 2026 |
| Bigelow Investment Advisors, LLC | History | Added to | 163,967 | 5,617 | 2.19% | 2.11% | 144 | +7,582 | 4.85% | Q4 2025 | Jan 28, 2026 |
| KPP Advisory Services LLC | History | Added to | 163,893 | 5,614 | 0.82% | 0.67% | 145 | +27,596 | 20.25% | Q4 2025 | Feb 02, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Added to | 161,516 | 5,533 | 2.0% | 1.83% | 146 | +24,993 | 18.31% | Q4 2025 | Jan 26, 2026 |
| Maridea Wealth Management LLC | History | Added to | 160,318 | 5,492 | 0.82% | 0.7% | 147 | +26,748 | 20.03% | Q4 2025 | Jan 08, 2026 |
| Split Rock Private Trading & Wealth Management, LLC | History | New | 156,934 | 5,376 | 4.31% | — | 148 | +156,934 | New | Q4 2025 | Jan 23, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 154,002 | 5,276 | 0.0% | 0.0% | 149 | +3,107 | 2.06% | Q4 2025 | Feb 11, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 149,953 | 5,137 | 0.25% | 0.25% | 150 | -2,740 | -1.79% | Q4 2025 | Jan 20, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 148,126 | 5,075 | 0.15% | 0.15% | 151 | +8,727 | 6.26% | Q4 2025 | Feb 12, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 146,415 | 5,016 | 0.16% | 0.22% | 152 | -31,201 | -17.57% | Q4 2025 | Feb 17, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 144,861 | 4,962 | 0.16% | 0.18% | 153 | -41,123 | -22.11% | Q4 2025 | Jan 09, 2026 |
| Rubicon Advisors, GP | History | New | 144,594 | 4,953 | 4.58% | — | 154 | +144,594 | New | Q4 2025 | Mar 09, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 143,966 | 4,932 | 0.05% | 0.08% | 155 | -10,649 | -6.89% | Q4 2025 | Jan 23, 2026 |
| Core Wealth Advisors, Inc. | History | Added to | 142,790 | 4,891 | 1.27% | 1.16% | 156 | +9,306 | 6.97% | Q4 2025 | Feb 17, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 141,022 | 4,831 | 0.92% | 0.93% | 157 | -1,663 | -1.17% | Q4 2025 | Jan 21, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 135,654 | 4,647 | 0.34% | 0.08% | 158 | +109,290 | 414.54% | Q4 2025 | Jan 28, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 133,767 | 4,582 | 2.68% | — | 159 | +133,767 | New | Q4 2025 | Feb 11, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 133,056 | 4,558 | 1.65% | 1.5% | 160 | +13,806 | 11.58% | Q4 2025 | Feb 05, 2026 |
| Savant Capital, LLC | History | Reduced | 132,575 | 4,542 | 0.03% | 0.03% | 161 | -6,485 | -4.66% | Q4 2025 | Feb 10, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 131,945 | 4,520 | 0.55% | 0.53% | 162 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Ankerstar Wealth, LLC | History | New | 130,695 | 4,477 | 4.46% | — | 163 | +130,695 | New | Q4 2025 | Feb 12, 2026 |
| Navalign, LLC | History | Added to | 130,242 | 4,462 | 1.1% | 0.97% | 164 | +20,465 | 18.64% | Q4 2025 | Feb 05, 2026 |
| Creative Planning | History | Reduced | 128,736 | 4,410 | 0.0% | 0.01% | 165 | -203,591 | -61.26% | Q4 2025 | Feb 17, 2026 |
| Financial Guidance Group, Inc. | History | Added to | 126,382 | 4,329 | 1.77% | 1.57% | 166 | +21,645 | 20.67% | Q4 2025 | Jan 26, 2026 |
| Noble Wealth Management PBC | History | Reduced | 125,638 | 4,304 | 2.16% | 2.48% | 167 | -13,532 | -9.72% | Q4 2025 | Jan 05, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 124,945 | 4,280 | 0.2% | 0.16% | 168 | +21,241 | 20.48% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 124,743 | 4,273 | 0.03% | 0.02% | 169 | +48,759 | 64.17% | Q4 2025 | Feb 12, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 123,555 | 4,232 | 1.18% | 2.04% | 170 | -145,576 | -54.09% | Q4 2025 | Jan 12, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 118,248 | 4,051 | 0.43% | 0.41% | 171 | +4,373 | 3.84% | Q4 2025 | Feb 18, 2026 |
| IFP Advisors, Inc | History | Added to | 117,319 | 4,019 | 0.09% | 0.07% | 172 | +32,310 | 38.01% | Q4 2025 | Feb 06, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 114,744 | 3,931 | 0.08% | 0.08% | 173 | -488 | -0.42% | Q4 2025 | Jan 14, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 114,440 | 3,920 | 0.33% | 0.38% | 174 | -15,754 | -12.1% | Q4 2025 | Jan 12, 2026 |
| TSFG, LLC | History | Added to | 113,598 | 3,892 | 0.58% | 0.59% | 175 | +3,164 | 2.87% | Q4 2025 | Feb 04, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 112,750 | 3,862 | 0.29% | 0.48% | 176 | -65,679 | -36.81% | Q4 2025 | Jan 09, 2026 |
| Five Pine Wealth Management | History | Reduced | 112,179 | 3,843 | 2.47% | 2.62% | 177 | -3,742 | -3.23% | Q4 2025 | Jan 21, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 112,101 | 3,840 | 0.1% | 0.04% | 178 | +73,516 | 190.53% | Q4 2025 | Feb 17, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 110,950 | 3,801 | 0.42% | 0.45% | 179 | -11,160 | -9.14% | Q4 2025 | Mar 03, 2026 |
| BREAKTHRU ADVISORY SERVICES, LLC | History | Added to | 109,496 | 3,751 | 2.4% | 2.09% | 180 | +14,269 | 14.98% | Q4 2025 | Jan 12, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 108,730 | 3,725 | 0.14% | 0.24% | 181 | +818 | 0.76% | Q4 2025 | Feb 04, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 107,536 | 3,684 | 0.02% | 0.02% | 182 | +21,759 | 25.37% | Q4 2025 | Feb 17, 2026 |
| SLT Holdings LLC | History | Added to | 105,321 | 3,608 | 2.32% | 2.23% | 183 | +2,250 | 2.18% | Q4 2025 | Feb 09, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 104,940 | 3,595 | 0.04% | 0.04% | 184 | -6,541 | -5.87% | Q4 2025 | Feb 13, 2026 |
| Harvest Investment Services, LLC | History | Added to | 103,729 | 3,553 | 0.67% | 0.64% | 185 | +9,070 | 9.58% | Q4 2025 | Feb 17, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 103,475 | 3,545 | 1.06% | 1.12% | 186 | -3,809 | -3.55% | Q4 2025 | Feb 10, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 102,019 | 3,495 | 0.24% | 0.2% | 187 | +22,669 | 28.57% | Q4 2025 | Feb 03, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 101,264 | 3,469 | 0.51% | 0.49% | 188 | +4,522 | 4.67% | Q4 2025 | Feb 10, 2026 |
| Summit Financial, LLC | History | Reduced | 101,091 | 3,463 | 0.05% | 0.05% | 189 | -2,891 | -2.78% | Q4 2025 | Feb 13, 2026 |
| Simplicity Wealth,LLC | History | Added to | 98,985 | 3,391 | 0.2% | 0.16% | 190 | +17,417 | 21.35% | Q4 2025 | Jan 30, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 98,344 | 3,369 | 0.08% | 0.07% | 191 | -13,723 | -12.25% | Q4 2025 | Feb 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 97,206 | 3,330 | 0.03% | 0.02% | 192 | +1,523 | 1.59% | Q4 2025 | Jan 05, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 95,780 | 3,281 | 0.26% | 0.26% | 193 | +660 | 0.69% | Q4 2025 | Feb 17, 2026 |
| Trilogy Capital Inc. | History | Added to | 93,209 | 3,193 | 0.14% | 0.13% | 194 | +10,803 | 13.11% | Q4 2025 | Jan 22, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 91,705 | 3,141 | 0.04% | 0.03% | 195 | +19,585 | 27.16% | Q4 2025 | Feb 05, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 89,517 | 3,095 | 0.07% | 0.07% | 196 | +4,324 | 5.08% | Q4 2025 | Feb 09, 2026 |
| Prism Advisors, Inc. | History | Reduced | 89,939 | 3,081 | 0.82% | 0.95% | 197 | -15,032 | -14.32% | Q4 2025 | Jan 23, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 89,814 | 3,077 | 0.11% | 0.02% | 198 | +73,961 | 466.54% | Q4 2025 | Feb 09, 2026 |
| Nvest Financial, LLC | History | Added to | 88,123 | 3,019 | 1.26% | 0.91% | 199 | +40,633 | 85.56% | Q4 2025 | Feb 10, 2026 |
| Trail Ridge Investment Advisors, LLC | History | Reduced | 86,781 | 2,973 | 1.28% | 1.91% | 200 | -40,836 | -32.0% | Q4 2025 | Jan 28, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 85,705 | 2,936 | 0.79% | 0.76% | 201 | +749 | 0.88% | Q4 2025 | Jan 16, 2026 |
| Mutual Advisors, LLC | History | Added to | 84,524 | 2,895 | 0.06% | 0.06% | 202 | +9,798 | 13.11% | Q4 2025 | Feb 02, 2026 |
| Falcon Wealth Planning | History | No change | 82,750 | 2,835 | 0.24% | 0.25% | 203 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Reduced | 81,715 | 2,820 | 1.32% | 2.48% | 204 | -38,739 | -32.16% | Q4 2025 | Jan 26, 2026 |
| Optivise Advisory Services LLC | History | Added to | 80,916 | 2,772 | 1.6% | 0.19% | 205 | +71,393 | 749.69% | Q4 2025 | Jan 12, 2026 |
| Center for Financial Planning, Inc. | History | No change | 77,342 | 2,649 | 0.28% | 0.28% | 206 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 76,702 | 2,627 | 0.36% | 0.37% | 207 | -3,179 | -3.98% | Q4 2025 | Feb 13, 2026 |
| Perissos Private Wealth Management, LLC | History | Added to | 76,456 | 2,619 | 2.26% | 1.63% | 208 | +9,601 | 14.36% | Q4 2025 | Feb 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 76,062 | 2,605 | 0.0% | 0.0% | 209 | +5,331 | 7.54% | Q4 2025 | Feb 17, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 72,246 | 2,475 | 0.2% | 0.06% | 210 | +50,117 | 226.48% | Q4 2025 | Jan 23, 2026 |
| Global Retirement Partners, LLC | History | Added to | 71,789 | 2,459 | 0.04% | 0.04% | 211 | +12,966 | 22.04% | Q4 2025 | Feb 06, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 70,745 | 2,423 | 0.17% | 0.15% | 212 | +9,560 | 15.62% | Q4 2025 | Feb 02, 2026 |
| Maia Wealth LLC | History | Reduced | 70,516 | 2,422 | 0.41% | 0.44% | 213 | -5,913 | -7.74% | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 68,699 | 2,353 | 0.21% | 0.19% | 214 | +2,796 | 4.24% | Q4 2025 | Jan 26, 2026 |
| SHP Wealth Management | History | New | 68,461 | 2,345 | 0.18% | — | 215 | +68,461 | New | Q4 2025 | Mar 04, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 68,255 | 2,338 | 0.08% | 0.08% | 216 | -1,329 | -1.91% | Q4 2025 | Jan 13, 2026 |
| DAVENPORT & Co LLC | History | Added to | 66,849 | 2,290 | 0.01% | 0.01% | 217 | +23,936 | 55.78% | Q4 2025 | Jan 12, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 65,739 | 2,252 | 0.03% | 0.03% | 218 | -1,562 | -2.32% | Q4 2025 | Feb 05, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Reduced | 65,574 | 2,246 | 1.25% | 1.31% | 219 | -4,462 | -6.37% | Q4 2025 | Jan 30, 2026 |
| Skyview Financial Group LLC | History | New | 64,434 | 2,207 | 2.28% | — | 220 | +64,434 | New | Q4 2025 | Feb 18, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 64,009 | 2,192 | 0.04% | 0.04% | 221 | +424 | 0.67% | Q4 2025 | Jan 16, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 63,096 | 2,180 | 0.07% | 0.06% | 222 | +12,859 | 25.6% | Q4 2025 | Jan 23, 2026 |
| MAI Capital Management | History | Reduced | 63,289 | 2,168 | 0.01% | 0.01% | 223 | -541 | -0.85% | Q4 2025 | Feb 13, 2026 |
| Integrity Financial Corp /WA | History | Added to | 61,863 | 2,119 | 1.07% | 0.83% | 224 | +9,870 | 18.98% | Q4 2025 | Feb 13, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 61,266 | 2,098 | 1.92% | 0.15% | 225 | +30,995 | 102.39% | Q4 2025 | Feb 09, 2026 |
| Bison Wealth, LLC | History | New | 62,005 | 2,084 | 0.23% | — | 226 | +62,005 | New | Q4 2025 | Mar 24, 2026 |
| TFB Advisors LLC | History | Added to | 58,356 | 1,999 | 0.56% | 0.52% | 227 | +4,217 | 7.79% | Q4 2025 | Feb 13, 2026 |
| Capital Analysts, LLC | History | Added to | 57,761 | 1,979 | 0.06% | 0.01% | 228 | +42,969 | 290.49% | Q4 2025 | Feb 11, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 57,706 | 1,977 | 0.45% | 0.59% | 229 | -26,257 | -31.27% | Q4 2025 | Feb 02, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 57,467 | 1,968 | 0.1% | 0.1% | 230 | +4,365 | 8.22% | Q4 2025 | Feb 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 56,435 | 1,933 | 0.07% | 0.05% | 231 | +19,260 | 51.81% | Q4 2025 | Feb 06, 2026 |
| Clark Wealth Partners | History | No change | 55,975 | 1,917 | 1.17% | 1.17% | 232 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Ipsen Advisor Group LLC | History | Added to | 55,718 | 1,908 | 1.36% | 0.16% | 233 | +48,971 | 725.82% | Q4 2025 | Feb 11, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Added to | 55,207 | 1,891 | 0.55% | 0.41% | 234 | +14,803 | 36.64% | Q4 2025 | Feb 05, 2026 |
| Prostatis Group LLC | History | Reduced | 55,067 | 1,886 | 0.45% | 0.6% | 235 | -16,217 | -22.75% | Q4 2025 | Feb 17, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Reduced | 54,585 | 1,870 | 0.39% | 0.48% | 236 | -380 | -0.69% | Q4 2025 | Feb 13, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 53,786 | 1,842 | 0.34% | 0.33% | 237 | +3,307 | 6.55% | Q4 2025 | Feb 13, 2026 |
| Richard W. Paul & Associates, LLC | History | Added to | 53,706 | 1,839 | 0.61% | 0.05% | 238 | +49,651 | 1224.44% | Q4 2025 | Feb 12, 2026 |
| Brooklyn Investment Group | History | Added to | 52,817 | 1,815 | 0.08% | 0.14% | 239 | +19,173 | 56.99% | Q4 2025 | Feb 12, 2026 |
| Tempo Wealth, LLC | History | New | 52,118 | 1,785 | 0.32% | — | 240 | +52,118 | New | Q4 2025 | Feb 25, 2026 |
| Wiser Advisor Group LLC | History | Added to | 51,851 | 1,776 | 2.03% | 0.87% | 241 | +31,009 | 148.78% | Q4 2025 | Feb 09, 2026 |
| Purus Wealth Management, LLC | History | Reduced | 51,287 | 1,757 | 0.55% | 0.56% | 242 | -1,503 | -2.85% | Q4 2025 | Jan 27, 2026 |
| Moors & Cabot, Inc. | History | Added to | 50,427 | 1,727 | 0.07% | 0.06% | 243 | +6,472 | 14.72% | Q4 2025 | Feb 10, 2026 |
| NOVEM GROUP | History | Reduced | 49,838 | 1,707 | 0.2% | 0.2% | 244 | -153 | -0.31% | Q4 2025 | Jan 27, 2026 |
| Sovran Advisors, LLC | History | Added to | 49,359 | 1,704 | 0.14% | 0.14% | 245 | +3,646 | 7.98% | Q4 2025 | Jan 20, 2026 |
| Apollon Financial, LLC | History | Added to | 49,585 | 1,698 | 0.25% | 0.27% | 246 | +800 | 1.64% | Q4 2025 | Jan 22, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 49,433 | 1,693 | 0.36% | 0.38% | 247 | -1,791 | -3.5% | Q4 2025 | Jan 07, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 48,188 | 1,650 | 0.43% | 0.37% | 248 | +7,500 | 18.43% | Q4 2025 | Jan 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 48,038 | 1,645 | 0.0% | 0.0% | 249 | +3,800 | 8.59% | Q4 2025 | Feb 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 47,624 | 1,631 | 0.54% | 0.56% | 250 | -1,532 | -3.12% | Q4 2025 | Jan 23, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 47,531 | 1,628 | 0.1% | 0.08% | 251 | +5,773 | 13.82% | Q4 2025 | Jan 20, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 47,383 | 1,623 | 0.09% | 0.09% | 252 | +5,850 | 14.09% | Q4 2025 | Jan 26, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 47,115 | 1,619 | 0.11% | 0.02% | 253 | +39,729 | 537.9% | Q4 2025 | Jan 15, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 46,335 | 1,587 | 0.48% | 0.68% | 254 | -17,350 | -27.24% | Q4 2025 | Jan 26, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 46,159 | 1,581 | 0.03% | 0.04% | 255 | -11,282 | -19.64% | Q4 2025 | Feb 03, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 46,033 | 1,577 | 0.05% | 0.04% | 256 | +2,813 | 6.51% | Q4 2025 | Feb 11, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 45,113 | 1,545 | 0.2% | — | 257 | +45,113 | New | Q4 2025 | Feb 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 44,724 | 1,532 | 0.0% | 0.0% | 258 | -3,506 | -7.27% | Q4 2025 | Feb 17, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 44,329 | 1,518 | 0.07% | 0.1% | 259 | -5,249 | -10.59% | Q4 2025 | Jan 28, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Added to | 43,643 | 1,495 | 0.44% | 0.45% | 260 | +635 | 1.48% | Q4 2025 | Jan 21, 2026 |
| Balboa Wealth Partners | History | Added to | 42,918 | 1,470 | 0.24% | 0.24% | 261 | +1,109 | 2.65% | Q4 2025 | Jan 16, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 42,896 | 1,469 | 0.22% | 0.22% | 262 | -508 | -1.17% | Q4 2025 | Feb 09, 2026 |
| Legacy Edge Advisors, LLC | History | New | 42,857 | 1,468 | 0.16% | — | 263 | +42,857 | New | Q4 2025 | Feb 02, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 42,564 | 1,458 | 0.57% | 0.58% | 264 | -1,362 | -3.1% | Q4 2025 | Feb 13, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 42,539 | 1,457 | 0.8% | 0.77% | 265 | +1,962 | 4.84% | Q4 2025 | Jan 14, 2026 |
| Mascagni Wealth Management, Inc. | History | Reduced | 42,259 | 1,447 | 1.08% | 1.11% | 266 | -770 | -1.79% | Q4 2025 | Feb 11, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | New | 41,750 | 1,430 | 0.12% | — | 268 | +41,750 | New | Q4 2025 | Feb 12, 2026 |
| Larson Financial Group LLC | History | Added to | 41,763 | 1,430 | 0.05% | 0.05% | 267 | +1,243 | 3.07% | Q4 2025 | Feb 06, 2026 |
| TopTier Wealth Management, LLC | History | New | 40,925 | 1,402 | 0.95% | — | 269 | +40,925 | New | Q4 2025 | Feb 12, 2026 |
| Forge Financial Services LLC | History | Added to | 40,440 | 1,385 | 0.59% | 0.4% | 270 | +15,016 | 59.06% | Q4 2025 | Feb 12, 2026 |
| PFG Advisors | History | Reduced | 40,091 | 1,373 | 0.07% | 0.11% | 271 | -40,928 | -50.52% | Q4 2025 | Jan 27, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 40,021 | 1,371 | 0.09% | 0.1% | 272 | -2,020 | -4.8% | Q4 2025 | Feb 11, 2026 |
| Luken Investment Analytics, LLC | History | New | 39,433 | 1,350 | 0.53% | — | 273 | +39,433 | New | Q4 2025 | Feb 03, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 38,836 | 1,330 | 0.61% | 0.2% | 274 | +26,678 | 219.43% | Q4 2025 | Feb 17, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 38,063 | 1,304 | 0.28% | 0.29% | 275 | +519 | 1.38% | Q4 2025 | Jan 30, 2026 |
| Heritage Wealth Management, Inc. | History | Added to | 37,980 | 1,301 | 0.36% | 0.37% | 276 | +680 | 1.82% | Q4 2025 | Jan 26, 2026 |
| Riverbend Wealth Management, LLC | History | Reduced | 37,705 | 1,291 | 0.8% | 0.92% | 277 | -1,839 | -4.65% | Q4 2025 | Jan 29, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 37,413 | 1,281 | 0.21% | 0.23% | 278 | -282 | -0.75% | Q4 2025 | Feb 17, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 35,830 | 1,227 | 0.07% | 0.07% | 279 | -50 | -0.14% | Q4 2025 | Feb 10, 2026 |
| Lighthouse Wealth Management Inc. | History | Added to | 35,676 | 1,222 | 0.83% | 0.8% | 280 | +6,347 | 21.64% | Q4 2025 | Jan 15, 2026 |
| Elevation Wealth Management LLC | History | New | 35,415 | 1,213 | 1.16% | — | 281 | +35,415 | New | Q4 2025 | Feb 12, 2026 |
| Claris Financial LLC | History | New | 34,865 | 1,194 | 0.64% | — | 282 | +34,865 | New | Q4 2025 | Feb 19, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 34,824 | 1,193 | 0.64% | 0.49% | 283 | +8,244 | 31.02% | Q4 2025 | Feb 24, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 34,630 | 1,186 | 0.01% | 0.01% | 284 | -116 | -0.33% | Q4 2025 | Feb 18, 2026 |
| Mach-1 Financial Group, LLC | History | New | 34,230 | 1,172 | 0.24% | — | 285 | +34,230 | New | Q4 2025 | Feb 06, 2026 |
| Bright Futures Wealth Management, LLC. | History | Reduced | 33,910 | 1,161 | 0.86% | 0.89% | 286 | -263 | -0.77% | Q4 2025 | Feb 05, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 33,659 | 1,153 | 0.74% | 0.71% | 287 | +1,375 | 4.26% | Q4 2025 | Feb 17, 2026 |
| Private Advisory Group LLC | History | Added to | 33,109 | 1,134 | 0.09% | 0.08% | 288 | +3,575 | 12.1% | Q4 2025 | Jan 15, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 32,591 | 1,116 | 0.46% | 0.46% | 289 | +38 | 0.12% | Q4 2025 | Jan 14, 2026 |
| Sonoma Private Wealth LLC | History | No change | 32,402 | 1,110 | 1.34% | 1.29% | 290 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Benson Wealth Management INC | History | New | 31,970 | 1,095 | 1.22% | — | 291 | +31,970 | New | Q4 2025 | Feb 12, 2026 |
| Synergy Financial Group, LTD | History | Reduced | 31,833 | 1,090 | 0.77% | 0.76% | 293 | -1,815 | -5.39% | Q4 2025 | Feb 17, 2026 |
| NBC SECURITIES, INC. | History | Added to | 31,829 | 1,090 | 0.08% | 0.08% | 292 | +203 | 0.64% | Q4 2025 | Jan 29, 2026 |
| Element Wealth, LLC | History | Reduced | 31,460 | 1,077 | 0.44% | 0.46% | 294 | -83 | -0.26% | Q4 2025 | Feb 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 31,396 | 1,074 | 0.34% | 0.34% | 295 | +2,957 | 10.4% | Q4 2025 | Feb 10, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 31,066 | 1,064 | 0.08% | 0.08% | 296 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OneAscent Financial Services LLC | History | New | 30,972 | 1,061 | 0.1% | — | 297 | +30,972 | New | Q4 2025 | Feb 11, 2026 |
| NWAM LLC | History | Added to | 30,580 | 1,058 | 0.06% | 0.05% | 298 | +3,534 | 13.07% | Q4 2025 | Feb 04, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 30,673 | 1,050 | 0.02% | 0.02% | 299 | +3,729 | 13.84% | Q4 2025 | Feb 06, 2026 |
| Kestra Investment Management, LLC | History | Added to | 30,418 | 1,042 | 0.03% | 0.02% | 300 | +3,105 | 11.37% | Q4 2025 | Feb 09, 2026 |
| Vise Technologies, Inc. | History | Added to | 30,336 | 1,039 | 0.02% | 0.02% | 301 | +11,084 | 57.57% | Q4 2025 | Feb 11, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 30,017 | 1,028 | 0.53% | 0.28% | 302 | +8,025 | 36.49% | Q4 2025 | Feb 18, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 29,777 | 1,020 | 0.0% | 0.0% | 303 | -1,318 | -4.24% | Q4 2025 | Feb 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 29,529 | 1,011 | 0.02% | 0.02% | 304 | +7,874 | 36.36% | Q4 2025 | Jan 29, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | New | 29,054 | 995 | 0.01% | — | 305 | +29,054 | New | Q4 2025 | Feb 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 29,060 | 995 | 0.01% | 0.01% | 306 | +5,468 | 23.18% | Q4 2025 | Jan 21, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 28,809 | 986 | 0.07% | 0.02% | 307 | +22,015 | 324.04% | Q4 2025 | Feb 20, 2026 |
| LVZ, Inc. | History | Added to | 28,072 | 961 | 0.11% | 0.1% | 308 | +749 | 2.74% | Q4 2025 | Feb 10, 2026 |
| Claro Advisors Inc. | History | Added to | 27,989 | 958 | 0.13% | 0.13% | 309 | +1,963 | 7.54% | Q4 2025 | Feb 17, 2026 |
| Leo Wealth, LLC | History | New | 26,916 | 956 | 0.07% | — | 310 | +26,916 | New | Q4 2025 | Jan 21, 2026 |
| Ancora Advisors LLC | History | No change | 27,000 | 925 | 0.02% | 0.02% | 311 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 26,998 | 924 | 0.17% | 0.11% | 312 | +9,573 | 54.94% | Q4 2025 | Jan 27, 2026 |
| Echo Wealth Management, LLC | History | Reduced | 26,491 | 907 | 0.53% | 0.56% | 313 | -2,034 | -7.13% | Q4 2025 | Jan 22, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Reduced | 25,770 | 882 | 0.57% | 0.57% | 314 | -340 | -1.3% | Q4 2025 | Feb 04, 2026 |
| Alliance Wealth Advisors, LLC | History | No change | 25,604 | 877 | 0.38% | 0.38% | 315 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Worth Asset Management, LLC | History | Reduced | 25,582 | 876 | 0.37% | 0.39% | 316 | -193 | -0.75% | Q4 2025 | Jan 14, 2026 |
| CacheTech Inc. | History | New | 25,497 | 873 | 0.16% | — | 317 | +25,497 | New | Q4 2025 | Feb 18, 2026 |
| Paragon Private Wealth Management, LLC | History | No change | 24,705 | 846 | 0.26% | 0.27% | 318 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FSA Advisors, Inc. | History | Added to | 35,461 | 841 | 0.58% | 0.91% | 319 | +1,236 | 3.61% | Q4 2025 | Feb 02, 2026 |
| Drake & Associates, LLC | History | Reduced | 24,468 | 838 | 0.17% | 0.19% | 320 | -1,898 | -7.2% | Q4 2025 | Feb 23, 2026 |
| Wealth Group Ltd | History | New | 24,438 | 837 | 0.19% | — | 321 | +24,438 | New | Q4 2025 | Jan 12, 2026 |
| Advisory Services Network, LLC | History | Added to | 23,859 | 817 | 0.01% | 0.01% | 322 | +4,080 | 20.63% | Q4 2025 | Feb 17, 2026 |
| Sowell Financial Services LLC | History | Reduced | 23,723 | 812 | 0.03% | 0.03% | 323 | -116 | -0.49% | Q4 2025 | Jan 21, 2026 |
| Synergy Investment Management, LLC | History | Reduced | 23,411 | 802 | 0.28% | 0.31% | 324 | -1,107 | -4.52% | Q4 2025 | Feb 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 22,944 | 786 | 0.0% | — | 325 | +22,944 | New | Q4 2025 | Feb 05, 2026 |
| Michels Family Financial, LLC | History | Added to | 21,900 | 750 | 0.55% | 0.45% | 326 | +4,623 | 26.76% | Q4 2025 | Feb 19, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 21,251 | 728 | 0.16% | 0.19% | 327 | -125 | -0.58% | Q4 2025 | Feb 02, 2026 |
| Concentrum Wealth Management | History | Reduced | 21,168 | 725 | 0.2% | 0.25% | 328 | -4,404 | -17.22% | Q4 2025 | Feb 04, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 21,153 | 724 | 0.23% | 0.24% | 329 | -385 | -1.79% | Q4 2025 | Feb 03, 2026 |
| HB Wealth Management, LLC | History | No change | 21,125 | 723 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 20,502 | 702 | 0.39% | 0.39% | 332 | +449 | 2.24% | Q4 2025 | Jan 30, 2026 |
| EdgeRock Capital LLC | History | No change | 20,510 | 702 | 0.19% | 0.19% | 331 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Added to | 20,469 | 701 | 0.47% | 0.34% | 333 | +5,184 | 33.92% | Q4 2025 | Jan 22, 2026 |
| Richmond Investment Services, LLC | History | Added to | 20,430 | 699 | 0.12% | 0.09% | 334 | +6,510 | 46.77% | Q4 2025 | Feb 12, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 20,154 | 690 | 0.02% | 0.03% | 335 | -9,896 | -32.93% | Q4 2025 | Jan 20, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 20,131 | 689 | 0.0% | 0.0% | 336 | -475 | -2.31% | Q4 2025 | Feb 17, 2026 |
| Golden State Equity Partners | History | Reduced | 19,933 | 682 | 0.11% | 0.26% | 337 | -26,080 | -56.68% | Q4 2025 | Jan 29, 2026 |
| ABLE Financial Group, LLC | History | Added to | 19,802 | 678 | 0.14% | 0.13% | 338 | +2,209 | 12.56% | Q4 2025 | Jan 23, 2026 |
| Spire Wealth Management | History | Reduced | 19,548 | 669 | 0.02% | 0.02% | 339 | -359 | -1.8% | Q4 2025 | Jan 14, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | No change | 19,411 | 665 | 0.12% | 0.13% | 340 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Savvy Advisors, Inc. | History | Added to | 19,113 | 654 | 0.02% | 0.01% | 341 | +11,049 | 137.02% | Q4 2025 | Jan 20, 2026 |
| ASSETMARK, INC | History | Added to | 19,088 | 653 | 0.0% | 0.0% | 342 | +461 | 2.47% | Q4 2025 | Jan 23, 2026 |
| Waverly Advisors, LLC | History | New | 18,773 | 643 | 0.01% | — | 343 | +18,773 | New | Q4 2025 | Feb 17, 2026 |
| Keudell/Morrison Wealth Management | History | New | 18,750 | 642 | 0.13% | — | 344 | +18,750 | New | Q4 2025 | Feb 06, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 18,534 | 634 | 0.02% | 0.01% | 345 | +2,991 | 19.24% | Q4 2025 | Feb 13, 2026 |
| Equity Wealth Partners, LLC | History | Added to | 18,418 | 631 | 0.41% | 0.45% | 346 | +1,740 | 10.43% | Q4 2025 | Jan 26, 2026 |
| &PARTNERS | History | Added to | 18,373 | 629 | 0.0% | 0.0% | 347 | +9,013 | 96.29% | Q4 2025 | Feb 17, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 18,216 | 624 | 0.07% | 0.07% | 348 | +1,120 | 6.55% | Q4 2025 | Jan 26, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 18,190 | 623 | 0.04% | 0.02% | 349 | +7,247 | 66.22% | Q4 2025 | Feb 10, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Added to | 18,116 | 620 | 0.17% | 0.16% | 350 | +356 | 2.0% | Q4 2025 | Jan 13, 2026 |
| Soltis Investment Advisors LLC | History | New | 17,759 | 608 | 0.04% | — | 351 | +17,759 | New | Q4 2025 | Apr 02, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 17,716 | 606 | 0.52% | 0.3% | 352 | -66,933 | -79.07% | Q4 2025 | Feb 06, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 17,625 | 603 | 0.07% | 0.07% | 353 | +244 | 1.4% | Q4 2025 | Jan 07, 2026 |
| Castleview Partners, LLC | History | Reduced | 17,362 | 594 | 0.29% | 0.33% | 354 | -945 | -5.16% | Q4 2025 | Jan 12, 2026 |
| Allworth Financial LP | History | New | 17,054 | 584 | 0.0% | — | 355 | +17,054 | New | Q4 2025 | Feb 05, 2026 |
| M Holdings Securities, Inc. | History | New | 17,000 | 582 | 0.04% | — | 356 | +17,000 | New | Q4 2025 | Feb 11, 2026 |
| MBL Wealth, LLC | History | New | 17,000 | 582 | 0.05% | — | 357 | +17,000 | New | Q4 2025 | Jan 21, 2026 |
| Nicholson Wealth Management Group, LLC | History | Added to | 16,942 | 580 | 0.34% | 0.24% | 358 | +4,597 | 37.24% | Q4 2025 | Jan 26, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 16,884 | 578 | 0.02% | 0.02% | 359 | -2,300 | -11.99% | Q4 2025 | Jan 27, 2026 |
| Inspire Advisors, LLC | History | New | 16,107 | 551 | 0.05% | — | 360 | +16,107 | New | Q4 2025 | Feb 13, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 16,069 | 550 | 0.37% | 0.4% | 361 | -400 | -2.43% | Q4 2025 | Jan 07, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 16,048 | 549 | 0.02% | 0.01% | 362 | +2,985 | 22.85% | Q4 2025 | Jan 21, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 15,998 | 548 | 0.06% | 0.04% | 363 | +9,353 | 140.75% | Q4 2025 | Feb 13, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 15,759 | 539 | 0.18% | 0.28% | 364 | -12,027 | -43.28% | Q4 2025 | Jan 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 15,633 | 535 | 0.01% | 0.0% | 365 | +9,633 | 160.55% | Q4 2025 | Feb 19, 2026 |
| Clarus Group, Inc. | History | No change | 15,505 | 531 | 0.19% | 0.18% | 366 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 15,121 | 518 | 0.03% | 0.03% | 367 | +294 | 1.98% | Q4 2025 | Jan 15, 2026 |
| Gilliland Jeter Wealth Management LLC | History | New | 14,792 | 506 | 0.15% | — | 368 | +14,792 | New | Q4 2025 | Jan 23, 2026 |
| Vista Cima Wealth Management LLC | History | Reduced | 14,623 | 500 | 0.42% | 0.41% | 370 | -44 | -0.3% | Q4 2025 | Feb 11, 2026 |
| COMERICA BANK | History | Reduced | 14,605 | 500 | 0.0% | 0.0% | 369 | -35 | -0.24% | Q4 2025 | Jan 29, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 14,271 | 488 | 0.02% | — | 371 | +14,271 | New | Q4 2025 | Feb 13, 2026 |
| Lifeworks Advisors, LLC | History | No change | 14,163 | 485 | 0.06% | 0.06% | 372 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Advisory Resource Group | History | Reduced | 13,843 | 474 | 0.08% | 0.18% | 373 | -16,740 | -54.74% | Q4 2025 | Feb 12, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 13,690 | 469 | 0.03% | 0.03% | 374 | -290 | -2.07% | Q4 2025 | Feb 13, 2026 |
| Signature Equity Partners, LLC | History | New | 13,126 | 449 | 0.25% | — | 376 | +13,126 | New | Q4 2025 | Feb 17, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 13,123 | 449 | 0.03% | 0.02% | 375 | +1,667 | 14.55% | Q4 2025 | Feb 10, 2026 |
| Atlas Private Wealth Advisors | History | No change | 13,028 | 446 | 0.1% | 0.11% | 377 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| EWA, LLC | History | No change | 12,898 | 441 | 0.11% | 0.12% | 378 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 12,841 | 439 | 0.3% | 0.32% | 379 | -1,177 | -8.4% | Q4 2025 | Jan 22, 2026 |
| Retirement Management Systems Inc. | History | New | 12,532 | 429 | 0.11% | — | 380 | +12,532 | New | Q4 2025 | Feb 12, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Added to | 12,489 | 427 | 0.2% | 0.17% | 381 | +2,205 | 21.44% | Q4 2025 | Feb 06, 2026 |
| SimpliFi, Inc. | History | No change | 12,341 | 422 | 0.18% | 0.18% | 382 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| LEGACY SOLUTIONS, LLC | History | No change | 12,182 | 417 | 0.37% | 0.37% | 383 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| HCR Wealth Advisors | History | Added to | 11,747 | 402 | 0.04% | 0.03% | 384 | +4,280 | 57.32% | Q4 2025 | Jan 27, 2026 |
| Murphy & Mullick Capital Management Corp | History | Added to | 11,550 | 395 | 0.28% | 0.27% | 385 | +900 | 8.45% | Q4 2025 | Feb 10, 2026 |
| Fermata Advisors, LLC | History | Reduced | 11,479 | 393 | 0.09% | 0.14% | 386 | -4,534 | -28.31% | Q4 2025 | Jan 08, 2026 |
| FIRST HORIZON CORP | History | New | 11,365 | 389 | 0.02% | — | 387 | +11,365 | New | Q4 2025 | Jan 27, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 11,183 | 383 | 0.13% | — | 388 | +11,183 | New | Q4 2025 | Mar 27, 2026 |
| Brookwood Investment Group LLC | History | Added to | 11,198 | 383 | 0.05% | 0.05% | 389 | +395 | 3.66% | Q4 2025 | Jan 22, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 10,883 | 372 | 0.03% | 0.04% | 390 | -3,539 | -24.54% | Q4 2025 | Jan 23, 2026 |
| Kilter Group LLC | History | Reduced | 10,820 | 370 | 0.16% | 0.18% | 391 | -513 | -4.53% | Q4 2025 | Feb 13, 2026 |
| Armstrong, Fleming & Moore, Inc | History | No change | 10,570 | 362 | 0.17% | 0.17% | 392 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 14,471 | 354 | 0.08% | 0.08% | 393 | -44 | -0.3% | Q4 2025 | Jan 16, 2026 |
| Southland Equity Partners LLC | History | New | 10,205 | 349 | 0.07% | — | 394 | +10,205 | New | Q4 2025 | Jan 14, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 10,061 | 344 | 0.01% | 0.01% | 395 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 10,033 | 343 | 0.01% | 0.01% | 396 | +2,325 | 30.16% | Q4 2025 | Feb 09, 2026 |
| MCDONALD PARTNERS LLC | History | Added to | 10,000 | 342 | 0.11% | 0.07% | 397 | +3,000 | 42.86% | Q4 2025 | Feb 02, 2026 |
| Carnegie Investment Counsel | History | No change | 9,939 | 340 | 0.01% | 0.01% | 398 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 9,815 | 336 | 0.0% | 0.0% | 400 | -40,292 | -80.41% | Q4 2025 | Feb 17, 2026 |
| RDA Financial Network | History | Reduced | 9,833 | 336 | 0.08% | 0.28% | 401 | -23,615 | -70.6% | Q4 2025 | Jan 06, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 9,834 | 336 | 0.04% | 0.05% | 399 | -3,557 | -26.56% | Q4 2025 | Jan 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 9,679 | 331 | 0.05% | — | 402 | +9,679 | New | Q4 2025 | Feb 17, 2026 |
| Canal Capital Management, LLC | History | Reduced | 9,668 | 331 | 0.05% | 0.05% | 403 | -175 | -1.78% | Q4 2025 | Jan 06, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | New | 9,488 | 325 | 0.25% | — | 404 | +9,488 | New | Q4 2025 | Feb 11, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 9,334 | 319 | 0.01% | 0.01% | 405 | -60 | -0.64% | Q4 2025 | Jan 06, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 9,070 | 310 | 0.1% | 0.5% | 406 | -34,382 | -79.13% | Q4 2025 | Feb 05, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | No change | 8,970 | 307 | 0.15% | 0.16% | 407 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 8,953 | 306 | 0.0% | 0.0% | 408 | +1,133 | 14.49% | Q4 2025 | Feb 17, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 8,889 | 304 | 0.1% | 0.1% | 409 | -44 | -0.49% | Q4 2025 | Jan 26, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 8,850 | 303 | 0.07% | 0.07% | 410 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sequent Planning LLC | History | Added to | 8,797 | 301 | 0.08% | 0.08% | 411 | +1 | 0.01% | Q4 2025 | Feb 05, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 8,687 | 297 | 0.0% | — | 412 | +8,687 | New | Q4 2025 | Feb 03, 2026 |
| Castle Rock Wealth Management, LLC | History | No change | 8,592 | 295 | 0.06% | 0.06% | 413 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 8,398 | 289 | 0.01% | 0.01% | 414 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| May Hill Capital, LLC | History | New | 8,358 | 286 | 0.04% | — | 416 | +8,358 | New | Q4 2025 | Feb 05, 2026 |
| Traction Financial Partners, LLC | History | Added to | 8,351 | 286 | 0.17% | 0.17% | 415 | +190 | 2.33% | Q4 2025 | Jan 29, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 8,250 | 282 | 0.0% | 0.0% | 417 | -20,120 | -70.92% | Q4 2025 | Feb 17, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | New | 8,204 | 281 | 0.15% | — | 418 | +8,204 | New | Q4 2025 | Feb 23, 2026 |
| Vantus Wealth LLC | History | New | 8,195 | 280 | 0.21% | — | 419 | +8,195 | New | Q4 2025 | Feb 10, 2026 |
| GSG Advisors LLC | History | No change | 8,146 | 279 | 0.07% | 0.07% | 420 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| AlphaStar Capital Management, LLC | History | New | 8,132 | 278 | 0.02% | — | 421 | +8,132 | New | Q4 2025 | Feb 02, 2026 |
| Catalina Capital Group, LLC | History | No change | 8,015 | 274 | 0.17% | 0.16% | 422 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Signal Advisors Wealth, LLC | History | New | 7,961 | 272 | 0.02% | — | 423 | +7,961 | New | Q4 2025 | Jan 13, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Reduced | 7,885 | 270 | 0.18% | 0.16% | 424 | -622 | -7.31% | Q4 2025 | Feb 12, 2026 |
| TKG Advisors, LLC | History | New | 7,792 | 266 | 0.11% | — | 425 | +7,792 | New | Q4 2025 | Jan 29, 2026 |
| Foguth Wealth Management, LLC. | History | New | 7,778 | 266 | 0.04% | — | 426 | +7,778 | New | Q4 2025 | Jan 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 7,633 | 261 | 0.0% | — | 427 | +7,633 | New | Q4 2025 | Feb 18, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Added to | 7,493 | 256 | 0.08% | 0.09% | 428 | +336 | 4.69% | Q4 2025 | Feb 12, 2026 |
| Prosperity Financial Group, Inc. | History | No change | 7,491 | 256 | 0.09% | 0.09% | 429 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| National Wealth Management Group, LLC | History | New | 7,117 | 243 | 0.08% | — | 430 | +7,117 | New | Q4 2025 | Jan 12, 2026 |
| Carter Financial, LLC | History | New | 7,017 | 240 | 0.21% | — | 431 | +7,017 | New | Q4 2025 | Mar 17, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | No change | 6,850 | 234 | 0.14% | 0.15% | 432 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Apeiron RIA LLC | History | Reduced | 6,660 | 230 | 0.05% | 0.08% | 433 | -4,310 | -39.29% | Q4 2025 | Feb 03, 2026 |
| Virtus Wealth Solutions LLC | History | New | 6,594 | 225 | 0.04% | — | 437 | +6,594 | New | Q4 2025 | Jan 29, 2026 |
| Global Assets Advisory, LLC | History | New | 6,592 | 225 | 0.06% | — | 436 | +6,592 | New | Q4 2025 | Feb 09, 2026 |
| WESPAC Advisors SoCal, LLC | History | Added to | 6,589 | 225 | 0.05% | 0.04% | 434 | +592 | 9.87% | Q4 2025 | Jan 07, 2026 |
| Independent Advisor Alliance | History | No change | 6,584 | 225 | 0.01% | 0.01% | 435 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 6,491 | 223 | 0.03% | 0.03% | 439 | +28 | 0.43% | Q4 2025 | Jan 14, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 6,537 | 223 | 0.01% | 0.01% | 438 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Accel Wealth Management | History | Reduced | 6,451 | 221 | 0.06% | 0.07% | 440 | -465 | -6.72% | Q4 2025 | Jan 20, 2026 |
| Gradient Capital Advisors, LLC | History | New | 6,382 | 218 | 0.06% | — | 441 | +6,382 | New | Q4 2025 | Feb 06, 2026 |
| Navis Wealth Advisors, LLC | History | New | 6,064 | 207 | 0.09% | — | 444 | +6,064 | New | Q4 2025 | Feb 13, 2026 |
| Aurora Private Wealth, Inc. | History | New | 6,034 | 207 | 0.14% | — | 443 | +6,034 | New | Q4 2025 | Feb 02, 2026 |
| Capital Asset Advisory Services LLC | History | No change | 6,000 | 207 | 0.01% | 0.01% | 442 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Well Done, LLC | History | No change | 6,000 | 205 | 0.03% | 0.03% | 445 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Boyer Financial Services, Inc. | History | New | 5,913 | 202 | 0.21% | — | 446 | +5,913 | New | Q4 2025 | Jan 30, 2026 |
| UBS Group AG | History | New | 5,629 | 192 | 0.0% | — | 447 | +5,629 | New | Q4 2025 | Jan 29, 2026 |
| BOKF, NA | History | No change | 5,000 | 171 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Rossby Financial, LCC | History | No change | 4,716 | 161 | 0.05% | 0.05% | 449 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 4,478 | 153 | 0.04% | 0.04% | 450 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| TD Capital Management LLC | History | Added to | 4,365 | 149 | 0.01% | 0.0% | 451 | +3,705 | 561.36% | Q4 2025 | Feb 26, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 3,917 | 134 | 0.0% | 0.0% | 452 | +1,597 | 68.84% | Q4 2025 | Feb 10, 2026 |
| Blue Trust, Inc. | History | New | 3,439 | 117 | 0.0% | — | 453 | +3,439 | New | Q4 2025 | Jan 16, 2026 |
| Avion Wealth | History | No change | 3,186 | 109 | 0.02% | 0.02% | 454 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MTM Investment Management, LLC | History | No change | 3,000 | 102 | 0.03% | 0.03% | 455 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,787 | 95 | 0.0% | 0.0% | 456 | -1,797 | -39.2% | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 2,762 | 94 | 0.0% | 0.0% | 457 | -4,708 | -63.03% | Q4 2025 | Feb 12, 2026 |
| Parallel Advisors, LLC | History | New | 2,599 | 89 | 0.0% | — | 458 | +2,599 | New | Q4 2025 | Feb 11, 2026 |
| Smartleaf Asset Management LLC | History | New | 2,591 | 89 | 0.0% | — | 459 | +2,591 | New | Q4 2025 | Feb 13, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 2,146 | 73 | 0.04% | 0.05% | 460 | -520 | -19.5% | Q4 2025 | Feb 17, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 2,105 | 72 | 0.01% | 0.01% | 461 | -321 | -13.23% | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | New | 1,984 | 67 | 0.0% | — | 462 | +1,984 | New | Q4 2025 | Feb 17, 2026 |
| GoalVest Advisory LLC | History | New | 1,667 | 57 | 0.01% | — | 463 | +1,667 | New | Q4 2025 | Jan 05, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 1,646 | 56 | 0.0% | 0.0% | 464 | -241 | -12.77% | Q4 2025 | Jan 20, 2026 |
| Asset Dedication, LLC | History | No change | 1,661 | 56 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 1,497 | 51 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,460 | 50 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 1,418 | 48 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,428 | 48 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Midwest Capital Advisors, LLC | History | New | 1,198 | 41 | 0.02% | — | 470 | +1,198 | New | Q4 2025 | Jan 29, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,118 | 38 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 932 | 31 | 0.0% | — | 472 | +932 | New | Q4 2025 | Feb 17, 2026 |
| Sound Income Strategies, LLC | History | No change | 919 | 31 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Bernard Wealth Management Corp. | History | No change | 873 | 29 | 0.01% | 0.01% | 474 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| ALBION FINANCIAL GROUP /UT | History | New | 749 | 25 | 0.0% | — | 475 | +749 | New | Q4 2025 | Jan 21, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 700 | 24 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Morling Financial Advisors, LLC | History | New | 700 | 23 | 0.01% | — | 477 | +700 | New | Q4 2025 | Feb 06, 2026 |
| Fortitude Family Office, LLC | History | New | 659 | 22 | 0.01% | — | 478 | +659 | New | Q4 2025 | Jan 15, 2026 |
| FIFTH THIRD BANCORP | History | No change | 629 | 21 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Concord Wealth Partners | History | Reduced | 600 | 20 | 0.0% | 0.01% | 480 | -597 | -49.87% | Q4 2025 | Jan 29, 2026 |
| US BANCORP \DE\ | History | No change | 575 | 19 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 545 | 18 | 0.0% | 0.0% | 482 | +235 | 75.81% | Q4 2025 | Jan 27, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 510 | 17 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| GAMMA Investing LLC | History | No change | 500 | 17 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 440 | 15 | 0.01% | — | 485 | +440 | New | Q4 2025 | Feb 10, 2026 |
| Sunrise Financial Services, LLC | History | New | 420 | 14 | 0.01% | — | 486 | +420 | New | Q4 2025 | Feb 11, 2026 |
| Financial Connections Group, Inc. | History | No change | 408 | 13 | 0.0% | 0.01% | 487 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| HOEY INVESTMENTS, INC | History | New | 348 | 11 | 0.0% | — | 488 | +348 | New | Q4 2025 | Jan 28, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 292 | 10 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Crewe Advisors LLC | History | No change | 212 | 7 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 193 | 6 | 0.0% | — | 491 | +193 | New | Q4 2025 | Feb 02, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 158 | 5 | 0.0% | — | 492 | +158 | New | Q4 2025 | Jan 22, 2026 |
| Compass Financial Services Inc | History | No change | 100 | 3 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| Strive Financial Group ,LLC | History | New | 84 | 2 | 0.0% | — | 494 | +84 | New | Q4 2025 | Feb 18, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 46 | 1 | 0.0% | 0.0% | 495 | +10 | 27.78% | Q4 2025 | Feb 03, 2026 |
| Uniting Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 2.86% | — | -362,966 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.65% | — | -154,357 | -100.0% | Q3 2025 | Nov 12, 2025 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | Closed out | 0 | 0 | — | 2.71% | — | -95,575 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Keystone Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.67% | — | -92,500 | -100.0% | Q3 2025 | Oct 22, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40,500 | -100.0% | Q3 2025 | Nov 13, 2025 |
| McCarthy & Cox | History | Closed out | 0 | 0 | — | 0.27% | — | -36,058 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.51% | — | -28,041 | -100.0% | Q3 2025 | Feb 02, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,788 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Runnymede Capital Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.32% | — | -11,702 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Davies Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.17% | — | -6,374 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Philip James Wealth Mangement, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,333 | -100.0% | Q3 2025 | Oct 24, 2025 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,473 | -100.0% | Q3 2025 | Nov 07, 2025 |
| TruNorth Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,000 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Richardson Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -180 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Premier Financial Group | History | Closed out | 0 | 0 | — | 0.0% | — | -92 | -100.0% | Q3 2025 | Oct 20, 2025 |