Pacer Funds Trust - CALF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 11,863,750 | 526,394 | 0.04% | 0.04% | 1 | -1,457,705 | -10.94% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 4,794,585 | 212,735 | 0.01% | 0.01% | 2 | -448,640 | -8.56% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 3,566,757 | 158,257 | 0.04% | 0.05% | 3 | -347,079 | -8.87% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 2,316,267 | 102,772 | 0.03% | 0.04% | 4 | -429,427 | -15.64% | Q4 2025 | Feb 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,252,621 | 99,948 | 0.02% | 0.02% | 5 | -78,795 | -3.38% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,923,080 | 85,327 | 0.09% | 0.11% | 6 | -209,796 | -9.84% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,596,474 | 70,835 | 0.04% | 0.05% | 7 | -126,377 | -7.34% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Reduced | 1,215,187 | 53,917 | 0.01% | 0.01% | 8 | -109,939 | -8.3% | Q4 2025 | Jan 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,101,484 | 48,872 | 0.01% | 0.02% | 9 | -231,720 | -17.38% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 961,227 | 42,649 | 0.01% | — | 10 | +961,227 | New | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 777,998 | 34,519 | 0.02% | 0.02% | 11 | -6,055 | -0.77% | Q4 2025 | Feb 17, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 758,980 | 33,675 | 3.96% | 4.0% | 12 | -31,765 | -4.02% | Q4 2025 | Jan 22, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 755,071 | 33,517 | 0.05% | 0.07% | 13 | -425,915 | -36.06% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 751,751 | 33,355 | 0.04% | 0.05% | 14 | -99,482 | -11.69% | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 729,314 | 32,360 | 0.09% | 0.1% | 15 | -108,970 | -13.0% | Q4 2025 | Feb 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 610,219 | 27,075 | 0.05% | 0.04% | 16 | +197,673 | 47.92% | Q4 2025 | Mar 16, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 588,100 | 26,093 | 0.04% | 0.0% | 17 | +576,600 | 5013.91% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 541,033 | 24,005 | 0.06% | 0.07% | 18 | -25,978 | -4.58% | Q4 2025 | Feb 13, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 491,663 | 21,815 | 0.13% | 0.15% | 19 | -40,651 | -7.64% | Q4 2025 | Jan 29, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 449,646 | 19,951 | 0.05% | 0.05% | 20 | -12,697 | -2.75% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 428,828 | 19,027 | 0.08% | 0.07% | 21 | +89,642 | 26.43% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 426,644 | 18,901 | 0.0% | 0.01% | 22 | -132,486 | -23.7% | Q4 2025 | Feb 17, 2026 |
| Compass Advisory Group LLC | History | Added to | 410,134 | 18,333 | 4.95% | 5.02% | 23 | +1,808 | 0.44% | Q4 2025 | Jan 21, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 405,852 | 18,007 | 0.03% | 0.03% | 24 | -89,009 | -17.99% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 386,982 | 17,170 | 0.02% | 0.02% | 25 | -8,034 | -2.03% | Q4 2025 | Feb 13, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 374,785 | 16,629 | 0.04% | 0.04% | 26 | -31,718 | -7.8% | Q4 2025 | Feb 24, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 362,301 | 16,528 | 0.02% | 0.03% | 27 | -42,545 | -10.51% | Q4 2025 | Jan 08, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 345,837 | 15,344 | 1.69% | 1.2% | 28 | +107,047 | 44.83% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 291,341 | 12,926 | 0.07% | 0.07% | 29 | +57 | 0.02% | Q4 2025 | Feb 12, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 276,992 | 12,290 | 0.22% | 0.36% | 30 | -136,073 | -32.94% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 254,256 | 11,281 | 0.01% | 0.01% | 31 | -7,651 | -2.92% | Q4 2025 | Feb 06, 2026 |
| Procyon Advisors, LLC | History | Reduced | 236,026 | 10,472 | 0.52% | 0.66% | 32 | -17,889 | -7.05% | Q4 2025 | Jan 07, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Reduced | 232,552 | 10,318 | 6.25% | 6.66% | 33 | -4,774 | -2.01% | Q4 2025 | Jan 20, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 229,298 | 10,173 | 0.53% | 0.96% | 34 | -165,835 | -41.97% | Q4 2025 | Feb 05, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Reduced | 210,377 | 9,334 | 1.09% | 1.28% | 35 | -28,208 | -11.82% | Q4 2025 | Jan 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 197,748 | 8,774 | 0.03% | 0.03% | 36 | +29,923 | 17.83% | Q4 2025 | Feb 18, 2026 |
| Mariner, LLC | History | Reduced | 187,084 | 8,300 | 0.01% | 0.01% | 37 | -17,087 | -8.37% | Q4 2025 | Feb 13, 2026 |
| Long Island Wealth Management, Inc. | History | Added to | 181,519 | 8,054 | 3.81% | 3.83% | 38 | +1,744 | 0.97% | Q4 2025 | Jan 21, 2026 |
| PSI Advisors, LLC | History | Reduced | 170,541 | 7,624 | 1.91% | 1.97% | 39 | -3,811 | -2.19% | Q4 2025 | Feb 09, 2026 |
| Family Manage LLC | History | Reduced | 139,879 | 6,206 | 0.78% | 1.34% | 40 | -83,196 | -37.3% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Reduced | 128,714 | 5,710 | 0.03% | 0.04% | 41 | -26,198 | -16.91% | Q4 2025 | Feb 17, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 118,152 | 5,242 | 0.28% | 0.31% | 42 | +4,735 | 4.17% | Q4 2025 | Jan 26, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 115,306 | 5,116 | 0.03% | 0.06% | 43 | -141,259 | -55.06% | Q4 2025 | Jan 29, 2026 |
| Clarus Wealth Advisors | History | Added to | 106,079 | 4,841 | 2.01% | 2.07% | 44 | +69 | 0.07% | Q4 2025 | Jan 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 109,033 | 4,837 | 0.06% | 0.06% | 45 | -1,668 | -1.51% | Q4 2025 | Jan 29, 2026 |
| Private Advisor Group, LLC | History | Reduced | 107,635 | 4,775 | 0.02% | 0.03% | 46 | -44,814 | -29.4% | Q4 2025 | Feb 17, 2026 |
| Carter Financial Group, INC. | History | Added to | 106,498 | 4,760 | 2.82% | 2.7% | 47 | +4,564 | 4.48% | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 105,289 | 4,671 | 0.03% | 0.04% | 48 | -20,666 | -16.41% | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 104,037 | 4,616 | 0.07% | 0.06% | 49 | -4,396 | -4.05% | Q4 2025 | Feb 02, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 98,203 | 4,357 | 0.2% | 0.22% | 50 | -5,625 | -5.42% | Q4 2025 | Feb 13, 2026 |
| BCS Wealth Management | History | Added to | 97,680 | 4,334 | 0.44% | 0.46% | 51 | +51,160 | 109.97% | Q4 2025 | Jan 26, 2026 |
| Econ Financial Services Corp | History | Added to | 90,086 | 3,997 | 2.0% | 1.74% | 52 | +10,275 | 12.87% | Q4 2025 | Jan 15, 2026 |
| Summit Financial, LLC | History | Reduced | 88,713 | 3,965 | 0.06% | 0.06% | 53 | -4,779 | -5.11% | Q4 2025 | Feb 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 87,941 | 3,873 | 0.09% | 0.08% | 54 | -9,026 | -9.31% | Q4 2025 | Feb 11, 2026 |
| Certified Advisory Corp | History | Reduced | 82,846 | 3,675 | 0.33% | 0.39% | 55 | -11,883 | -12.54% | Q4 2025 | Jan 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 82,305 | 3,651 | 0.13% | 0.15% | 56 | -4,844 | -5.56% | Q4 2025 | Feb 06, 2026 |
| Keystone Financial Services, LLC | History | Added to | 82,220 | 3,648 | 2.48% | 2.47% | 57 | +1,612 | 2.0% | Q4 2025 | Jan 27, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 78,736 | 3,493 | 0.0% | 0.0% | 58 | +3,962 | 5.3% | Q4 2025 | Feb 17, 2026 |
| Inlight Wealth Management, LLC | History | Reduced | 78,005 | 3,461 | 1.27% | 1.82% | 59 | -10,604 | -11.97% | Q4 2025 | Jan 23, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 77,063 | 3,419 | 0.16% | 0.15% | 60 | +2,318 | 3.1% | Q4 2025 | Feb 13, 2026 |
| Clay Northam Wealth Management, LLC | History | Reduced | 74,245 | 3,294 | 1.83% | 2.03% | 61 | -7,099 | -8.73% | Q4 2025 | Feb 17, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 73,619 | 3,266 | 0.06% | 0.06% | 62 | +6,524 | 9.72% | Q4 2025 | Jan 14, 2026 |
| Atlas Wealth LLC | History | Reduced | 71,272 | 3,162 | 0.96% | 1.01% | 63 | -186 | -0.26% | Q4 2025 | Feb 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 69,417 | 3,080 | 0.0% | 0.0% | 64 | +14,315 | 25.98% | Q4 2025 | Mar 25, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 68,496 | 3,039 | 0.11% | 0.14% | 65 | +1,520 | 2.27% | Q4 2025 | Feb 09, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 66,470 | 2,949 | 0.23% | 0.25% | 66 | -5,299 | -7.38% | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 66,210 | 2,937 | 0.03% | 0.05% | 67 | -2,399 | -3.5% | Q4 2025 | Jan 29, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 64,312 | 2,853 | 0.18% | 0.16% | 68 | +13,538 | 26.66% | Q4 2025 | Feb 11, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 62,269 | 2,762 | 0.59% | 1.01% | 69 | -5,948 | -8.72% | Q4 2025 | Feb 12, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 61,556 | 2,731 | 0.48% | 0.49% | 70 | -508 | -0.82% | Q4 2025 | Feb 02, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 61,384 | 2,723 | 0.01% | 0.01% | 71 | -6,401 | -9.44% | Q4 2025 | Feb 17, 2026 |
| Anson Capital, Inc. | History | Reduced | 60,669 | 2,691 | 1.96% | 2.13% | 72 | -4,171 | -6.43% | Q4 2025 | Feb 04, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 59,974 | 2,661 | 0.13% | 0.12% | 73 | +4,244 | 7.62% | Q4 2025 | Jan 20, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 59,739 | 2,650 | 0.0% | 0.0% | 74 | -46,087 | -43.55% | Q4 2025 | Feb 17, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 58,421 | 2,592 | 0.02% | 0.02% | 75 | -10,945 | -15.78% | Q4 2025 | Feb 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 57,549 | 2,553 | 0.03% | 0.04% | 76 | -13,558 | -19.07% | Q4 2025 | Jan 20, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 56,507 | 2,507 | 0.32% | 0.34% | 77 | -4,125 | -6.8% | Q4 2025 | Jan 22, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 54,804 | 2,431 | 0.06% | 0.07% | 78 | -8,178 | -12.98% | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 52,060 | 2,309 | 0.06% | 0.06% | 79 | -888 | -1.68% | Q4 2025 | Jan 28, 2026 |
| Copia Wealth Management | History | Reduced | 51,971 | 2,305 | 1.65% | 1.86% | 80 | -5,180 | -9.06% | Q4 2025 | Feb 06, 2026 |
| Corient Private Wealth LLC | History | Reduced | 51,561 | 2,287 | 0.0% | 0.01% | 81 | -29,794 | -36.62% | Q4 2025 | Mar 09, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 51,519 | 2,285 | 0.76% | 0.82% | 82 | -3,065 | -5.62% | Q4 2025 | Jan 28, 2026 |
| First PREMIER Bank | History | Reduced | 49,500 | 2,196 | 0.5% | 0.59% | 83 | -9,897 | -16.66% | Q4 2025 | Jan 23, 2026 |
| Prospera Financial Services Inc | History | Reduced | 48,893 | 2,169 | 0.04% | 0.04% | 84 | -3,191 | -6.13% | Q4 2025 | Feb 09, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 48,774 | 2,164 | 0.06% | 0.07% | 85 | -9,979 | -16.98% | Q4 2025 | Jan 23, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | New | 47,881 | 2,124 | 1.38% | — | 86 | +47,881 | New | Q4 2025 | Apr 02, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 47,533 | 2,109 | 0.13% | 0.14% | 87 | -2,921 | -5.79% | Q4 2025 | Feb 17, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 47,362 | 2,101 | 0.01% | 0.01% | 88 | -2,321 | -4.67% | Q4 2025 | Jan 12, 2026 |
| ETF Store, Inc. | History | Added to | 46,218 | 2,050 | 2.09% | 2.06% | 89 | +1,781 | 4.01% | Q4 2025 | Jan 22, 2026 |
| Gotham Asset Management, LLC | History | Added to | 46,089 | 2,044 | 0.01% | 0.01% | 90 | +8,965 | 24.15% | Q4 2025 | Feb 17, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Added to | 45,928 | 2,037 | 1.02% | 0.98% | 91 | +854 | 1.89% | Q4 2025 | Jan 30, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 44,971 | 2,010 | 0.39% | 0.45% | 92 | -3,992 | -8.15% | Q4 2025 | Feb 04, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 43,443 | 1,927 | 0.02% | 0.03% | 93 | -19,527 | -31.01% | Q4 2025 | Feb 02, 2026 |
| Sigma Planning Corp | History | Reduced | 43,416 | 1,926 | 0.05% | 0.06% | 94 | -2,475 | -5.39% | Q4 2025 | Jan 30, 2026 |
| Claro Advisors Inc. | History | Reduced | 42,135 | 1,869 | 0.25% | 0.27% | 95 | -894 | -2.08% | Q4 2025 | Feb 17, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 41,653 | 1,848 | 0.03% | 0.2% | 96 | -150,900 | -78.37% | Q4 2025 | Feb 09, 2026 |
| Visionary Wealth Advisors | History | Reduced | 41,506 | 1,841 | 0.08% | 0.09% | 97 | -1,586 | -3.68% | Q4 2025 | Feb 13, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Reduced | 39,176 | 1,831 | 0.26% | 0.31% | 98 | -4,848 | -11.01% | Q4 2025 | Feb 11, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 39,665 | 1,803 | 0.04% | 0.05% | 99 | -4,493 | -10.17% | Q4 2025 | Jan 28, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | New | 39,591 | 1,756 | 0.79% | — | 100 | +39,591 | New | Q4 2025 | Feb 06, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 38,991 | 1,730 | 0.07% | 0.08% | 101 | -1,799 | -4.41% | Q4 2025 | Feb 10, 2026 |
| PFG Advisors | History | Reduced | 38,816 | 1,722 | 0.08% | 0.21% | 102 | -75,611 | -66.08% | Q4 2025 | Jan 27, 2026 |
| Bedel Financial Consulting, Inc. | History | Reduced | 38,290 | 1,698 | 0.18% | 0.21% | 103 | -125 | -0.33% | Q4 2025 | Jan 28, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 38,157 | 1,693 | 0.04% | 0.05% | 104 | -491 | -1.27% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 38,020 | 1,686 | 0.02% | 0.01% | 105 | +1,316 | 3.59% | Q4 2025 | Feb 13, 2026 |
| KPP Advisory Services LLC | History | Reduced | 37,109 | 1,646 | 0.24% | 0.3% | 106 | -9,223 | -19.91% | Q4 2025 | Feb 02, 2026 |
| Smart Portfolios, LLC | History | Reduced | 36,882 | 1,636 | 1.63% | 2.12% | 107 | -13,301 | -26.5% | Q4 2025 | Jan 30, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 36,584 | 1,623 | 0.02% | 0.02% | 108 | +3,756 | 11.44% | Q4 2025 | Feb 09, 2026 |
| Firestone Capital Management | History | Reduced | 36,259 | 1,608 | 0.34% | 0.45% | 109 | -11,822 | -24.59% | Q4 2025 | Feb 09, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 36,226 | 1,607 | 0.27% | — | 110 | +36,226 | New | Q4 2025 | Feb 12, 2026 |
| JBR Co Financial Management Inc | History | Reduced | 35,987 | 1,596 | 0.67% | 0.73% | 111 | -3,614 | -9.13% | Q4 2025 | Jan 06, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 35,565 | 1,578 | 0.03% | 0.04% | 112 | -2,994 | -7.76% | Q4 2025 | Feb 06, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 35,396 | 1,570 | 0.05% | 0.03% | 113 | +16,596 | 88.28% | Q4 2025 | Feb 13, 2026 |
| Western Wealth Management, LLC | History | Added to | 34,673 | 1,538 | 0.07% | 0.06% | 114 | +9,286 | 36.58% | Q4 2025 | Feb 05, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 34,214 | 1,518 | 0.21% | 0.07% | 115 | +24,766 | 262.13% | Q4 2025 | Jan 12, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 31,700 | 1,406 | 0.65% | 0.54% | 116 | +4,666 | 17.26% | Q4 2025 | Feb 09, 2026 |
| Signature Equity Partners, LLC | History | New | 31,329 | 1,390 | 0.77% | — | 117 | +31,329 | New | Q4 2025 | Feb 17, 2026 |
| MONEYWISE, INC. | History | Reduced | 31,082 | 1,379 | 0.57% | 1.26% | 118 | -32,309 | -50.97% | Q4 2025 | Feb 05, 2026 |
| Wealth Group Ltd | History | Reduced | 30,851 | 1,368 | 0.31% | 0.95% | 119 | -63,050 | -67.15% | Q4 2025 | Jan 12, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 30,817 | 1,367 | 0.04% | 0.02% | 120 | +18,765 | 155.7% | Q4 2025 | Feb 13, 2026 |
| Plan Group Financial, LLC | History | Reduced | 30,305 | 1,344 | 0.35% | 0.5% | 121 | -11,911 | -28.21% | Q4 2025 | Feb 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 29,406 | 1,304 | 0.03% | 0.03% | 122 | -5,253 | -15.16% | Q4 2025 | Feb 09, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 29,266 | 1,298 | 0.61% | 0.26% | 123 | +5,684 | 24.1% | Q4 2025 | Feb 06, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 27,513 | 1,220 | 0.38% | 0.38% | 124 | +339 | 1.25% | Q4 2025 | Feb 12, 2026 |
| Inscription Capital, LLC | History | Added to | 25,975 | 1,152 | 0.12% | 0.12% | 125 | +300 | 1.17% | Q4 2025 | Jan 29, 2026 |
| Advisory Services Network, LLC | History | Reduced | 25,428 | 1,128 | 0.02% | 0.03% | 126 | -14,218 | -35.86% | Q4 2025 | Feb 17, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 24,960 | 1,107 | 0.45% | 0.51% | 127 | -716 | -2.79% | Q4 2025 | Jan 15, 2026 |
| Evolution Wealth Advisors, LLC | History | Reduced | 24,817 | 1,101 | 0.11% | 0.15% | 128 | -1,060 | -4.1% | Q4 2025 | Jan 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 24,218 | 1,074 | 0.02% | 0.04% | 129 | -10,441 | -30.12% | Q4 2025 | Feb 06, 2026 |
| Cushing Capital Partners, LLC | History | Reduced | 23,879 | 1,059 | 0.78% | 0.89% | 130 | -2,007 | -7.75% | Q4 2025 | Jan 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 22,581 | 1,001 | 0.02% | 0.02% | 131 | -3,182 | -12.35% | Q4 2025 | Feb 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 22,409 | 994 | 0.0% | 0.0% | 132 | -487 | -2.13% | Q4 2025 | Feb 17, 2026 |
| BlueChip Wealth Advisors LLC | History | Added to | 22,319 | 990 | 0.42% | 0.28% | 133 | +7,158 | 47.21% | Q4 2025 | Feb 05, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 22,312 | 989 | 0.08% | 0.07% | 134 | -1,155 | -4.92% | Q4 2025 | Jan 23, 2026 |
| Valmark Advisers, Inc. | History | Added to | 22,217 | 985 | 0.01% | 0.01% | 135 | +3,866 | 21.07% | Q4 2025 | Jan 26, 2026 |
| Independent Advisor Alliance | History | New | 21,735 | 964 | 0.02% | — | 137 | +21,735 | New | Q4 2025 | Feb 04, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 21,732 | 964 | 0.01% | 0.01% | 136 | +6,791 | 45.45% | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 21,475 | 955 | 0.0% | 0.0% | 138 | +1,763 | 8.94% | Q4 2025 | Feb 02, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 21,387 | 948 | 0.11% | 0.11% | 139 | -792 | -3.57% | Q4 2025 | Feb 13, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 21,334 | 946 | 0.13% | 0.15% | 140 | -3,515 | -14.15% | Q4 2025 | Feb 13, 2026 |
| Fortune Financial Group, Inc. | History | New | 18,846 | 930 | 0.91% | — | 141 | +18,846 | New | Q4 2025 | Feb 11, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 20,862 | 925 | 0.1% | 0.12% | 142 | -2,994 | -12.55% | Q4 2025 | Jan 20, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 20,700 | 918 | 0.02% | 0.01% | 143 | +7,407 | 55.72% | Q4 2025 | Jan 16, 2026 |
| CMC Financial Group | History | Reduced | 20,508 | 909 | 1.62% | 1.66% | 144 | -15 | -0.07% | Q4 2025 | Jan 26, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 20,441 | 906 | 0.11% | 0.11% | 145 | +517 | 2.59% | Q4 2025 | Jan 07, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 19,842 | 880 | 0.19% | 0.31% | 146 | -12,373 | -38.41% | Q4 2025 | Feb 17, 2026 |
| Capital Analysts, LLC | History | Added to | 19,815 | 879 | 0.03% | 0.03% | 147 | +207 | 1.06% | Q4 2025 | Feb 11, 2026 |
| COMERICA BANK | History | Reduced | 19,120 | 848 | 0.0% | 0.01% | 148 | -15,443 | -44.68% | Q4 2025 | Jan 29, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 18,807 | 834 | 0.01% | 0.01% | 149 | -369 | -1.92% | Q4 2025 | Feb 18, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 17,826 | 833 | 0.24% | 0.31% | 150 | -2,839 | -13.74% | Q4 2025 | Feb 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 18,434 | 817 | 0.0% | 0.0% | 151 | +1,382 | 8.1% | Q4 2025 | Feb 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 17,882 | 799 | 0.02% | 0.02% | 152 | -577 | -3.13% | Q4 2025 | Jan 29, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 17,377 | 771 | 0.51% | 0.55% | 153 | -259 | -1.47% | Q4 2025 | Jan 07, 2026 |
| Allworth Financial LP | History | New | 16,782 | 744 | 0.0% | — | 154 | +16,782 | New | Q4 2025 | Feb 05, 2026 |
| MAI Capital Management | History | Added to | 16,684 | 740 | 0.0% | 0.0% | 155 | +16,348 | 4865.48% | Q4 2025 | Feb 13, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 16,517 | 732 | 0.06% | 0.06% | 156 | -1,872 | -10.18% | Q4 2025 | Jan 09, 2026 |
| E&G Advisors, LP | History | Reduced | 16,393 | 727 | 0.16% | 0.18% | 157 | -910 | -5.26% | Q4 2025 | Jan 23, 2026 |
| Tempo Wealth, LLC | History | New | 16,334 | 724 | 0.13% | — | 158 | +16,334 | New | Q4 2025 | Feb 25, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 16,146 | 716 | 0.05% | 0.07% | 159 | -5,336 | -24.84% | Q4 2025 | Feb 03, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 15,876 | 704 | 0.0% | — | 160 | +15,876 | New | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 15,278 | 677 | 0.04% | 0.04% | 161 | +108 | 0.71% | Q4 2025 | Feb 06, 2026 |
| Paragon Private Wealth Management, LLC | History | Reduced | 15,186 | 673 | 0.21% | 0.27% | 162 | -3,577 | -19.06% | Q4 2025 | Feb 11, 2026 |
| City Center Advisors, LLC | History | Added to | 15,096 | 669 | 0.62% | 0.62% | 163 | +485 | 3.32% | Q4 2025 | Jan 05, 2026 |
| Belpointe Asset Management LLC | History | Added to | 14,657 | 650 | 0.02% | 0.01% | 164 | +6,206 | 73.44% | Q4 2025 | Jan 27, 2026 |
| Millstone Evans Group, LLC | History | Reduced | 14,625 | 648 | 0.38% | 0.43% | 165 | -980 | -6.28% | Q4 2025 | Feb 02, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 14,539 | 645 | 0.0% | — | 167 | +14,539 | New | Q4 2025 | Feb 18, 2026 |
| BigSur Wealth Management LLC | History | Reduced | 14,443 | 645 | 0.16% | 0.16% | 166 | -487 | -3.26% | Q4 2025 | Jan 27, 2026 |
| Global Assets Advisory, LLC | History | Added to | 14,469 | 641 | 0.18% | 0.18% | 168 | +692 | 5.02% | Q4 2025 | Feb 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 14,030 | 622 | 0.0% | 0.0% | 169 | +7,307 | 108.69% | Q4 2025 | Feb 18, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Reduced | 14,000 | 621 | 0.05% | 0.07% | 170 | -5,107 | -26.73% | Q4 2025 | Feb 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 13,496 | 598 | 0.0% | 1.19% | 171 | +7,642 | 130.54% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 13,420 | 595 | 0.0% | 0.0% | 172 | +2,151 | 19.09% | Q4 2025 | Feb 12, 2026 |
| BROWN ADVISORY INC | History | Reduced | 13,392 | 594 | 0.0% | 0.0% | 173 | -12,806 | -48.88% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 13,357 | 592 | 0.0% | 0.0% | 174 | -37,821 | -73.9% | Q4 2025 | Feb 17, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 13,213 | 586 | 0.21% | 0.21% | 175 | -81 | -0.61% | Q4 2025 | Jan 22, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 12,835 | 577 | 0.18% | 0.19% | 176 | +412 | 3.32% | Q4 2025 | Feb 10, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 12,821 | 574 | 0.09% | 0.19% | 177 | -13,762 | -51.77% | Q4 2025 | Jan 08, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 12,813 | 572 | 0.01% | 0.02% | 178 | -11 | -0.09% | Q4 2025 | Feb 17, 2026 |
| Unified Investment Management | History | Added to | 12,721 | 564 | 0.56% | 0.55% | 179 | +110 | 0.87% | Q4 2025 | Feb 09, 2026 |
| NewEdge Wealth, LLC | History | Added to | 12,300 | 545 | 0.01% | 0.01% | 180 | +613 | 5.25% | Q4 2025 | Feb 03, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 12,119 | 537 | 0.02% | 0.03% | 181 | -1,004 | -7.65% | Q4 2025 | Jan 20, 2026 |
| Tripletail Wealth Management, LLC | History | Added to | 12,086 | 536 | 0.68% | 0.63% | 182 | +7 | 0.06% | Q4 2025 | Feb 12, 2026 |
| XTX Topco Ltd | History | Reduced | 11,930 | 529 | 0.01% | 0.08% | 183 | -22,387 | -65.24% | Q4 2025 | Feb 17, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 11,307 | 502 | 0.06% | 0.06% | 184 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 11,235 | 498 | 0.01% | 0.01% | 185 | -2,021 | -15.25% | Q4 2025 | Feb 13, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 11,106 | 492 | 0.0% | 0.0% | 186 | +551 | 5.22% | Q4 2025 | Feb 10, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 10,887 | 483 | 0.04% | 0.02% | 187 | +4,721 | 76.57% | Q4 2025 | Jan 23, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 10,715 | 475 | 0.03% | 0.03% | 188 | -228 | -2.08% | Q4 2025 | Feb 10, 2026 |
| Nautilus Advisors LLC | History | Reduced | 10,586 | 469 | 0.31% | 0.39% | 190 | -2,776 | -20.78% | Q4 2025 | Jan 22, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Reduced | 10,589 | 469 | 0.14% | 0.15% | 189 | -420 | -3.82% | Q4 2025 | Jan 20, 2026 |
| Sloy Dahl & Holst, LLC | History | Reduced | 10,430 | 462 | 0.06% | 0.05% | 191 | -450 | -4.14% | Q4 2025 | Feb 04, 2026 |
| Coquina Private Wealth LLC | History | New | 10,396 | 461 | 0.37% | — | 192 | +10,396 | New | Q4 2025 | Jan 29, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 10,361 | 459 | 0.0% | — | 193 | +10,361 | New | Q4 2025 | Feb 17, 2026 |
| Spectrum Strategic Capital Management, LLC | History | New | 10,303 | 457 | 0.24% | — | 194 | +10,303 | New | Q4 2025 | Feb 05, 2026 |
| Key FInancial Inc | History | Added to | 10,317 | 457 | 0.08% | 0.07% | 195 | +1,935 | 23.09% | Q4 2025 | Feb 09, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 10,251 | 454 | 0.01% | 0.01% | 196 | -843 | -7.6% | Q4 2025 | Feb 03, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 10,213 | 453 | 0.12% | 0.16% | 197 | -3,226 | -24.0% | Q4 2025 | Jan 07, 2026 |
| EP Wealth Advisors, LLC | History | New | 10,075 | 447 | 0.0% | — | 198 | +10,075 | New | Q4 2025 | Feb 18, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 10,011 | 444 | 0.01% | 0.01% | 199 | -402 | -3.86% | Q4 2025 | Jan 22, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 9,991 | 443 | 0.11% | 0.12% | 200 | -400 | -3.85% | Q4 2025 | Feb 02, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 9,956 | 441 | 0.07% | 0.08% | 201 | -318 | -3.1% | Q4 2025 | Feb 06, 2026 |
| CHANNEL WEALTH LLC | History | Reduced | 9,911 | 439 | 0.11% | 0.12% | 202 | -66 | -0.66% | Q4 2025 | Feb 03, 2026 |
| Trilogy Capital Inc. | History | Reduced | 9,804 | 435 | 0.02% | 0.03% | 203 | -4,045 | -29.21% | Q4 2025 | Jan 22, 2026 |
| Sankala Group LLC | History | New | 9,369 | 432 | 0.35% | — | 204 | +9,369 | New | Q4 2025 | Mar 02, 2026 |
| Oder Investment Management, LLC | History | Reduced | 9,484 | 420 | 0.3% | 0.33% | 205 | -968 | -9.26% | Q4 2025 | Feb 12, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 9,275 | 411 | 0.14% | 0.92% | 206 | -46,677 | -83.42% | Q4 2025 | Jan 12, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Reduced | 9,248 | 410 | 0.09% | 0.11% | 207 | -2,189 | -19.14% | Q4 2025 | Jan 22, 2026 |
| Arax Advisory Partners | History | New | 9,171 | 406 | 0.01% | — | 208 | +9,171 | New | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 9,094 | 403 | 0.02% | 0.01% | 209 | +3,207 | 54.48% | Q4 2025 | Jan 21, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 9,083 | 402 | 0.03% | 0.04% | 210 | -913 | -9.13% | Q4 2025 | Feb 04, 2026 |
| Creative Planning | History | Added to | 8,990 | 398 | 0.0% | 0.0% | 212 | +2,553 | 39.66% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 8,976 | 398 | 0.0% | 0.0% | 211 | +1,963 | 27.99% | Q4 2025 | Jan 05, 2026 |
| Carnegie Lake Advisors LLC | History | No change | 8,872 | 393 | 0.15% | 0.15% | 213 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 8,754 | 388 | 0.06% | 0.07% | 214 | -2,252 | -20.46% | Q4 2025 | Feb 10, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 8,644 | 386 | 0.09% | 0.09% | 215 | +68 | 0.79% | Q4 2025 | Jan 28, 2026 |
| Golden State Equity Partners | History | New | 8,635 | 383 | 0.06% | — | 216 | +8,635 | New | Q4 2025 | Jan 29, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 8,623 | 382 | 0.0% | 0.01% | 217 | -815 | -8.64% | Q4 2025 | Feb 05, 2026 |
| Winning Points Advisors, LLC | History | New | 8,509 | 377 | 0.4% | — | 218 | +8,509 | New | Q4 2025 | Feb 12, 2026 |
| World Investment Advisors | History | Reduced | 8,424 | 373 | 0.01% | 0.01% | 219 | -4,156 | -33.04% | Q4 2025 | Mar 12, 2026 |
| Financial Partners Group, Inc | History | Reduced | 8,047 | 365 | 0.04% | 0.08% | 220 | -7,383 | -47.85% | Q4 2025 | Feb 03, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 8,217 | 364 | 0.06% | 0.11% | 222 | -5,950 | -42.0% | Q4 2025 | Feb 17, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 8,223 | 364 | 0.04% | 0.04% | 221 | +100 | 1.23% | Q4 2025 | Feb 13, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 8,141 | 361 | 0.03% | 0.04% | 223 | -5,145 | -38.72% | Q4 2025 | Feb 11, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | New | 8,068 | 357 | 0.27% | — | 224 | +8,068 | New | Q4 2025 | Feb 11, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 8,006 | 355 | 0.0% | 0.0% | 225 | +226 | 2.9% | Q4 2025 | Feb 10, 2026 |
| Carrera Capital Advisors | History | New | 7,869 | 351 | 0.06% | — | 226 | +7,869 | New | Q4 2025 | Jan 30, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 7,791 | 348 | 0.22% | — | 227 | +7,791 | New | Q4 2025 | Feb 04, 2026 |
| Focus Partners Wealth | History | Added to | 7,793 | 347 | 0.0% | 0.0% | 229 | +629 | 8.78% | Q4 2025 | Feb 13, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 7,824 | 347 | 0.01% | 0.01% | 228 | +21 | 0.27% | Q4 2025 | Feb 05, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 7,758 | 344 | 0.02% | 0.02% | 230 | -302 | -3.75% | Q4 2025 | Feb 17, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 7,762 | 344 | 0.01% | 0.01% | 231 | -282 | -3.51% | Q4 2025 | Feb 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 7,714 | 342 | 0.01% | 0.01% | 232 | -415 | -5.11% | Q4 2025 | Feb 12, 2026 |
| Opal Wealth Advisors, LLC | History | Reduced | 7,671 | 340 | 0.09% | 0.1% | 233 | -892 | -10.42% | Q4 2025 | Jan 26, 2026 |
| Heritage Wealth Management, Inc. | History | Reduced | 7,647 | 339 | 0.09% | 0.11% | 234 | -621 | -7.51% | Q4 2025 | Jan 26, 2026 |
| Balefire, LLC | History | Reduced | 7,498 | 332 | 0.06% | 0.09% | 235 | -2,446 | -24.6% | Q4 2025 | Jan 12, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 7,410 | 328 | 0.0% | 0.0% | 236 | -10,453 | -58.52% | Q4 2025 | Feb 17, 2026 |
| Intrua Financial, LLC | History | Reduced | 7,386 | 327 | 0.03% | 0.04% | 237 | -65 | -0.87% | Q4 2025 | Feb 05, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 7,245 | 323 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 7,247 | 321 | 0.03% | 0.03% | 239 | -1,328 | -15.49% | Q4 2025 | Jan 26, 2026 |
| ORG Partners LLC | History | No change | 7,232 | 320 | 0.06% | 0.06% | 240 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Trexquant Investment LP | History | Reduced | 7,208 | 319 | 0.0% | 0.0% | 241 | -682 | -8.64% | Q4 2025 | Feb 17, 2026 |
| Bravias Capital Group, LLC | History | No change | 7,206 | 319 | 0.19% | 0.21% | 242 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Reduced | 6,893 | 308 | 0.12% | 0.14% | 244 | -835 | -10.8% | Q4 2025 | Jan 22, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 6,942 | 308 | 0.0% | 0.0% | 243 | +279 | 4.19% | Q4 2025 | Feb 17, 2026 |
| Avondale Wealth Management | History | Reduced | 6,779 | 300 | 0.15% | 0.21% | 245 | -2,098 | -23.63% | Q4 2025 | Feb 17, 2026 |
| IFG Advisory, LLC | History | Added to | 6,713 | 297 | 0.01% | 0.01% | 246 | +1,065 | 18.86% | Q4 2025 | Feb 10, 2026 |
| Next Level Wealth Planning, LLC | History | Added to | 6,703 | 297 | 0.16% | 0.15% | 247 | +801 | 13.57% | Q4 2025 | Jan 26, 2026 |
| Compound Planning, Inc. | History | Reduced | 6,658 | 295 | 0.01% | 0.01% | 248 | -816 | -10.92% | Q4 2025 | Feb 19, 2026 |
| Merit Financial Group, LLC | History | Added to | 6,601 | 292 | 0.0% | 0.0% | 249 | +268 | 4.23% | Q4 2025 | Jan 26, 2026 |
| IVC Wealth Advisors LLC | History | Reduced | 6,498 | 288 | 0.13% | 0.19% | 250 | -3,352 | -34.03% | Q4 2025 | Jan 16, 2026 |
| CWM, LLC | History | Added to | 6,436 | 286 | 0.0% | 0.0% | 251 | +1,138 | 21.48% | Q4 2025 | Jan 26, 2026 |
| Rubicon Advisors, GP | History | New | 6,442 | 285 | 0.26% | — | 252 | +6,442 | New | Q4 2025 | Mar 09, 2026 |
| Platform Technology Partners | History | No change | 6,400 | 283 | 0.06% | 0.07% | 253 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,345 | 281 | 0.0% | 0.0% | 254 | +2,414 | 61.41% | Q4 2025 | Jan 23, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | Reduced | 6,314 | 280 | 0.27% | 0.36% | 255 | -1,990 | -23.96% | Q4 2025 | Feb 04, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 6,269 | 278 | 0.08% | 0.09% | 256 | -366 | -5.52% | Q4 2025 | Jan 29, 2026 |
| Bright Futures Wealth Management, LLC. | History | Reduced | 6,261 | 277 | 0.21% | 2.77% | 257 | -74,723 | -92.27% | Q4 2025 | Feb 05, 2026 |
| Waverly Advisors, LLC | History | New | 6,224 | 276 | 0.0% | — | 258 | +6,224 | New | Q4 2025 | Feb 17, 2026 |
| NVWM, LLC | History | Reduced | 6,082 | 269 | 0.06% | 0.23% | 259 | -16,921 | -73.56% | Q4 2025 | Jan 20, 2026 |
| BlackDiamond Wealth Management, LLC | History | Added to | 5,773 | 269 | 0.13% | 0.12% | 260 | +838 | 16.98% | Q4 2025 | Feb 10, 2026 |
| First American Bank | History | No change | 6,000 | 266 | 0.02% | 0.02% | 261 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 5,933 | 263 | 0.04% | 0.06% | 262 | -3,176 | -34.87% | Q4 2025 | Feb 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 5,863 | 260 | 0.04% | — | 263 | +5,863 | New | Q4 2025 | Feb 09, 2026 |
| Mascagni Wealth Management, Inc. | History | Reduced | 5,820 | 258 | 0.19% | 0.21% | 265 | -494 | -7.82% | Q4 2025 | Feb 11, 2026 |
| Diligent Investors, LLC | History | No change | 5,816 | 258 | 0.06% | 0.06% | 264 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SMITH, MOORE & CO. | History | No change | 5,748 | 255 | 0.02% | 0.02% | 266 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Round Rock Advisors LLC | History | Reduced | 5,740 | 254 | 0.04% | 0.04% | 267 | -193 | -3.25% | Q4 2025 | Jan 27, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Reduced | 5,690 | 252 | 0.17% | 0.14% | 268 | -100 | -1.73% | Q4 2025 | Feb 12, 2026 |
| CEERA INVESTMENTS, LLC | History | No change | 5,690 | 252 | 0.1% | 0.08% | 269 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 5,617 | 249 | 0.06% | 0.08% | 270 | -1,501 | -21.09% | Q4 2025 | Jan 09, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 5,620 | 249 | 0.13% | 0.09% | 271 | -181 | -3.12% | Q4 2025 | Feb 18, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 5,575 | 247 | 0.03% | 0.05% | 272 | -3,622 | -39.38% | Q4 2025 | Jan 23, 2026 |
| Weaver Consulting Group | History | New | 5,486 | 243 | 0.06% | — | 273 | +5,486 | New | Q4 2025 | Feb 10, 2026 |
| Jacksonville Wealth Management, LLC | History | Reduced | 5,483 | 243 | 0.17% | 0.31% | 274 | -4,174 | -43.22% | Q4 2025 | Feb 04, 2026 |
| BKM Wealth Management, LLC | History | Reduced | 5,440 | 241 | 0.09% | 0.09% | 275 | -152 | -2.72% | Q4 2025 | Jan 29, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 5,428 | 240 | 0.03% | 0.03% | 276 | +48 | 0.89% | Q4 2025 | Feb 11, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 5,348 | 237 | 0.0% | — | 278 | +5,348 | New | Q4 2025 | Feb 13, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 5,350 | 237 | 0.03% | 0.03% | 277 | -650 | -10.83% | Q4 2025 | Jan 26, 2026 |
| Ethos Financial Group, LLC | History | No change | 5,323 | 236 | 0.02% | 0.02% | 279 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 5,292 | 234 | 0.08% | 0.09% | 280 | -166 | -3.04% | Q4 2025 | Feb 13, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | New | 5,143 | 228 | 0.11% | — | 283 | +5,143 | New | Q4 2025 | Feb 17, 2026 |
| Perissos Private Wealth Management, LLC | History | Reduced | 5,154 | 228 | 0.2% | 0.25% | 282 | -2,769 | -34.95% | Q4 2025 | Feb 09, 2026 |
| Keystone Financial Group | History | Added to | 5,143 | 228 | 0.02% | 0.02% | 281 | +72 | 1.42% | Q4 2025 | Feb 06, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 5,125 | 227 | 0.01% | 0.03% | 285 | -5,233 | -50.52% | Q4 2025 | Feb 04, 2026 |
| S.A. Mason LLC | History | Reduced | 5,122 | 227 | 0.09% | 0.11% | 284 | -785 | -13.29% | Q4 2025 | Jan 29, 2026 |
| NBT BANK N A /NY | History | No change | 5,111 | 226 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 4,988 | 223 | 0.02% | 0.04% | 287 | -6,141 | -55.18% | Q4 2025 | Jan 15, 2026 |
| PFG Investments, LLC | History | Reduced | 5,041 | 223 | 0.01% | 0.01% | 290 | -528 | -9.48% | Q4 2025 | Jan 26, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 5,047 | 223 | 0.02% | 0.02% | 288 | -451 | -8.2% | Q4 2025 | Jan 21, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Reduced | 5,009 | 223 | 0.07% | 0.08% | 289 | -320 | -6.0% | Q4 2025 | Jan 22, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 5,016 | 223 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 5,005 | 222 | 0.01% | — | 292 | +5,005 | New | Q4 2025 | Feb 04, 2026 |
| Oxler Private Wealth LLC | History | No change | 5,006 | 222 | 0.06% | 0.06% | 293 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 4,984 | 221 | 0.01% | 0.01% | 294 | -399 | -7.41% | Q4 2025 | Feb 17, 2026 |
| Connecticut Capital Management Group, LLC | History | New | 4,949 | 219 | 0.21% | — | 296 | +4,949 | New | Q4 2025 | Feb 09, 2026 |
| Wellspring Financial Advisors, LLC | History | New | 4,947 | 219 | 0.02% | — | 295 | +4,947 | New | Q4 2025 | Feb 11, 2026 |
| Worth Financial Advisory Group, LLC | History | Reduced | 4,863 | 215 | 0.1% | 0.19% | 298 | -2,854 | -36.98% | Q4 2025 | Jan 16, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 4,849 | 215 | 0.08% | 0.08% | 297 | -50 | -1.02% | Q4 2025 | Feb 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 4,770 | 213 | 0.01% | 0.02% | 299 | -4,372 | -47.82% | Q4 2025 | Feb 09, 2026 |
| Brookstone Capital Management | History | Reduced | 4,820 | 213 | 0.0% | 0.0% | 300 | -372 | -7.16% | Q4 2025 | Jan 15, 2026 |
| Invenomic Capital Management LP | History | No change | 4,822 | 213 | 0.01% | 0.01% | 301 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 4,794 | 212 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| GWN SECURITIES INC. | History | Added to | 4,776 | 211 | 0.04% | 0.05% | 303 | +2 | 0.04% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 4,724 | 209 | 0.0% | 0.0% | 305 | -12,941 | -73.26% | Q4 2025 | Feb 12, 2026 |
| SCS Capital Management LLC | History | Reduced | 4,676 | 209 | 0.0% | 0.0% | 304 | -4,344 | -48.16% | Q4 2025 | Feb 10, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 4,656 | 206 | 0.01% | 0.01% | 306 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 4,519 | 204 | 0.01% | 0.01% | 307 | -197 | -4.18% | Q4 2025 | Jan 23, 2026 |
| ADIRONDACK TRUST CO | History | Reduced | 4,350 | 192 | 0.06% | 0.07% | 308 | -407 | -8.56% | Q4 2025 | Jan 08, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 3,965 | 175 | 0.0% | 0.0% | 309 | +426 | 12.04% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 3,506 | 155 | 0.0% | 0.0% | 310 | -7,571 | -68.35% | Q4 2025 | Feb 11, 2026 |
| CITIGROUP INC | History | Added to | 3,375 | 149 | 0.0% | 0.0% | 311 | +657 | 24.17% | Q4 2025 | Feb 13, 2026 |
| Monetary Solutions, Ltd | History | New | 3,179 | 141 | 0.14% | — | 312 | +3,179 | New | Q4 2025 | Feb 23, 2026 |
| FMR LLC | History | Added to | 2,811 | 124 | 0.0% | 0.0% | 313 | +573 | 25.6% | Q4 2025 | Feb 17, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 2,771 | 122 | 0.06% | 0.05% | 314 | -2 | -0.07% | Q4 2025 | Feb 03, 2026 |
| Sound Income Strategies, LLC | History | Added to | 2,607 | 118 | 0.01% | 0.0% | 315 | +938 | 56.2% | Q4 2025 | Jan 21, 2026 |
| Tradewinds Capital Management, LLC | History | New | 2,603 | 115 | 0.02% | — | 316 | +2,603 | New | Q4 2025 | Jan 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,432 | 107 | 0.0% | 0.0% | 317 | +1,485 | 156.81% | Q4 2025 | Feb 02, 2026 |
| AE Wealth Management LLC | History | Added to | 2,335 | 103 | 0.0% | 0.0% | 318 | +424 | 22.19% | Q4 2025 | Jan 26, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 2,256 | 100 | 0.06% | 0.1% | 319 | -1,090 | -32.58% | Q4 2025 | Feb 17, 2026 |
| Anchor Investment Management, LLC | History | No change | 2,180 | 96 | 0.01% | 0.01% | 320 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Asset Dedication, LLC | History | No change | 2,055 | 91 | 0.01% | 0.01% | 321 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 2,011 | 89 | 0.03% | 0.03% | 322 | -355 | -15.0% | Q4 2025 | Jan 23, 2026 |
| NBC SECURITIES, INC. | History | No change | 1,876 | 83 | 0.01% | 0.01% | 323 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | Reduced | 1,800 | 79 | 0.01% | 0.1% | 324 | -13,090 | -87.91% | Q4 2025 | Feb 10, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 1,733 | 76 | 0.03% | 0.03% | 325 | +186 | 12.02% | Q4 2025 | Jan 30, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1,634 | 72 | 0.01% | 0.01% | 326 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 1,620 | 71 | 0.01% | 0.01% | 327 | -1,228 | -43.12% | Q4 2025 | Feb 13, 2026 |
| Avalon Trust Co | History | No change | 1,450 | 64 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 1,425 | 63 | 0.02% | 0.02% | 329 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ASSETMARK, INC | History | Added to | 1,401 | 62 | 0.0% | 0.0% | 330 | +81 | 6.14% | Q4 2025 | Jan 23, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 1,312 | 58 | 0.01% | 0.01% | 331 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| US BANCORP \DE\ | History | Added to | 1,129 | 50 | 0.0% | 0.0% | 332 | +329 | 41.13% | Q4 2025 | Jan 30, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 1,111 | 49 | 0.03% | 0.03% | 333 | -10 | -0.89% | Q4 2025 | Jan 14, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 1,096 | 48 | 0.03% | — | 334 | +1,096 | New | Q4 2025 | Feb 11, 2026 |
| Colonial Trust Co / SC | History | No change | 1,000 | 44 | 0.01% | 0.01% | 335 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WFA of San Diego, LLC | History | No change | 939 | 41 | 0.03% | 0.03% | 336 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 917 | 40 | 0.03% | — | 337 | +917 | New | Q4 2025 | Feb 19, 2026 |
| Harbor Asset Planning, Inc. | History | Reduced | 888 | 39 | 0.03% | 0.1% | 339 | -1,686 | -65.5% | Q4 2025 | Jan 26, 2026 |
| Pinnacle Holdings, LLC | History | No change | 898 | 39 | 0.01% | 0.01% | 338 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 845 | 37 | 0.04% | 0.04% | 340 | -72 | -7.85% | Q4 2025 | Feb 13, 2026 |
| Coastline Trust Co | History | No change | 725 | 32 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Compass Financial Services Inc | History | No change | 724 | 32 | 0.01% | 0.01% | 342 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| CENTRAL TRUST Co | History | No change | 713 | 31 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| AlphaCore Capital LLC | History | No change | 600 | 26 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| EPG Wealth Management LLC | History | No change | 604 | 26 | 0.01% | 0.01% | 345 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 585 | 25 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Key Capital Management, INC | History | New | 519 | 23 | 0.02% | — | 347 | +519 | New | Q4 2025 | Jan 26, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 500 | 22 | 0.0% | 0.0% | 348 | -27 | -5.12% | Q4 2025 | Feb 09, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 510 | 22 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 485 | 21 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Bank of Jackson Hole Trust | History | No change | 460 | 20 | 0.01% | 0.01% | 351 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| IMG Wealth Management, Inc. | History | New | 424 | 18 | 0.01% | — | 352 | +424 | New | Q4 2025 | Feb 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 400 | 17 | 0.0% | 0.0% | 353 | -674 | -62.76% | Q4 2025 | Feb 06, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 372 | 16 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 325 | 14 | 0.01% | 0.01% | 355 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Bogart Wealth, LLC | History | No change | 302 | 13 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Dunhill Financial, LLC | History | No change | 300 | 13 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CoreCap Advisors, LLC | History | New | 292 | 12 | 0.0% | — | 358 | +292 | New | Q4 2025 | Jan 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 249 | 11 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Park Place Capital Corp | History | No change | 263 | 11 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 207 | 9 | 0.0% | 0.0% | 361 | -15 | -6.76% | Q4 2025 | Feb 17, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 187 | 8 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Triumph Capital Management | History | New | 179 | 7 | 0.0% | — | 363 | +179 | New | Q4 2025 | Feb 12, 2026 |
| Sachetta, LLC | History | Reduced | 137 | 6 | 0.0% | 0.06% | 365 | -3,700 | -96.43% | Q4 2025 | Feb 02, 2026 |
| Nemes Rush Group LLC | History | No change | 144 | 6 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 123 | 5 | 0.0% | — | 366 | +123 | New | Q4 2025 | Jan 20, 2026 |
| CX Institutional | History | New | 111 | 5 | 0.0% | — | 368 | +111 | New | Q4 2025 | Feb 02, 2026 |
| Ancora Advisors LLC | History | No change | 120 | 5 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Salomon & Ludwin, LLC | History | No change | 118 | 5 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Realta Investment Advisors | History | Reduced | 100 | 4 | 0.0% | 0.0% | 372 | -203 | -67.0% | Q4 2025 | Jan 20, 2026 |
| Smartleaf Asset Management LLC | History | New | 106 | 4 | 0.0% | — | 376 | +106 | New | Q4 2025 | Feb 13, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | New | 104 | 4 | 0.0% | — | 371 | +104 | New | Q4 2025 | Feb 13, 2026 |
| Kingdom Financial Group LLC. | History | New | 92 | 4 | 0.0% | — | 374 | +92 | New | Q4 2025 | Feb 06, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 86 | 4 | 0.0% | — | 377 | +86 | New | Q4 2025 | Feb 12, 2026 |
| TD Capital Management LLC | History | No change | 101 | 4 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Spire Wealth Management | History | No change | 95 | 4 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Valued Wealth Advisors LLC | History | No change | 92 | 4 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Parallel Advisors, LLC | History | No change | 75 | 3 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 65 | 2 | 0.0% | 0.0% | 380 | -753 | -92.05% | Q4 2025 | Feb 12, 2026 |
| OPTIMA CAPITAL LLC | History | New | 65 | 2 | 0.0% | — | 386 | +65 | New | Q4 2025 | Jan 23, 2026 |
| Root Financial Partners, LLC | History | New | 55 | 2 | 0.0% | — | 384 | +55 | New | Q4 2025 | Feb 10, 2026 |
| Strive Financial Group ,LLC | History | New | 52 | 2 | 0.0% | — | 387 | +52 | New | Q4 2025 | Feb 18, 2026 |
| SageView Advisory Group, LLC | History | New | 51 | 2 | 0.0% | — | 383 | +51 | New | Q4 2025 | Feb 17, 2026 |
| MONTAG A & ASSOCIATES INC | History | New | 50 | 2 | 0.0% | — | 379 | +50 | New | Q4 2025 | Feb 02, 2026 |
| Winch Advisory Services, LLC | History | No change | 48 | 2 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 61 | 2 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Caitlin John, LLC | History | No change | 53 | 2 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| LRI Investments, LLC | History | New | 40 | 1 | 0.0% | — | 389 | +40 | New | Q4 2025 | Feb 04, 2026 |
| Blue Trust, Inc. | History | New | 32 | 1 | 0.0% | — | 388 | +32 | New | Q4 2025 | Jan 16, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | Closed out | 0 | 0 | — | 3.16% | — | -104,305 | -100.0% | Q3 2025 | Oct 31, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -104,022 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HUB Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -86,922 | -100.0% | Q3 2025 | Nov 12, 2025 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 1.22% | — | -57,110 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Sylvest Advisors, LLC | History | Closed out | 0 | 0 | — | 0.74% | — | -31,639 | -100.0% | Q3 2025 | Oct 31, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -27,460 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WEST BANCORPORATION INC | History | Closed out | 0 | 0 | — | 0.45% | — | -18,480 | -100.0% | Q3 2025 | Oct 23, 2025 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,000 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Ritter Daniher Financial Advisory LLC / DE | History | Closed out | 0 | 0 | — | 0.11% | — | -14,201 | -100.0% | Q3 2025 | Nov 03, 2025 |
| TME FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.33% | — | -9,954 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Apollon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,741 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,653 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CATHY PARETO & ASSOCIATES, INC | History | Closed out | 0 | 0 | — | 0.27% | — | -8,190 | -100.0% | Q3 2025 | Oct 23, 2025 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Closed out | 0 | 0 | — | 0.3% | — | -8,015 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Runnymede Capital Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.28% | — | -7,660 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Teamwork Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,780 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -6,748 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Focus Financial Network, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,593 | -100.0% | Q3 2025 | Oct 10, 2025 |
| 626 Financial, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -6,373 | -100.0% | Q3 2025 | Nov 07, 2025 |
| CHOREO, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,822 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Capasso Planning Partners LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -5,702 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Cooper Financial Group | History | Closed out | 0 | 0 | — | 0.03% | — | -5,681 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -5,509 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,328 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RPS ADVISORY SOLUTIONS LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -5,206 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Allie Family Office LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -5,189 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,091 | -100.0% | Q3 2025 | Oct 30, 2025 |
| B.O.S.S. Retirement Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,001 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Perennial Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,994 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Dana Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,927 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Centerpoint Advisory Group | History | Closed out | 0 | 0 | — | 0.17% | — | -4,879 | -100.0% | Q3 2025 | Nov 04, 2025 |
| 5T Wealth, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,768 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Bey-Douglas LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -4,681 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,950 | -100.0% | Q3 2025 | Nov 19, 2025 |
| MMA ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,806 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Fortitude Financial, LLC | History | Closed out | 0 | 0 | — | 0.49% | — | -3,168 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -802 | -100.0% | Q3 2025 | Nov 05, 2025 |
| BlackRock, Inc. | History | Reduced | 3 | 0 | — | 0.0% | — | -502 | -99.41% | Q4 2025 | Feb 12, 2026 |
| Fairscale Capital, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -394 | -100.0% | Q3 2025 | Nov 06, 2025 |
| J.Safra Asset Management Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -366 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Wilmington Savings Fund Society, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -350 | -100.0% | Q3 2025 | Nov 20, 2025 |
| Orion Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -337 | -100.0% | Q3 2025 | Oct 31, 2025 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Mountain Hill Investment Partners Corp. | History | Closed out | 0 | 0 | — | 0.01% | — | -212 | -100.0% | Q3 2025 | Oct 27, 2025 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Oct 09, 2025 |
| BFSG, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -151 | -100.0% | Q3 2025 | Oct 29, 2025 |
| CVA Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -113 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Indiana Trust & Investment Management Co | History | Closed out | 0 | 0 | — | 0.0% | — | -90 | -100.0% | Q3 2025 | Oct 17, 2025 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Trust Co | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Jan 15, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 6 | 0 | — | — | — | -1 | -14.29% | Q4 2025 | Feb 10, 2026 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 07, 2025 |
| DUNCKER STREETT & CO INC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SIGNATUREFD, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |