Sprott Physical Gold & Silver Trust - CEF
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CENTRAL TRUST Co | History | Reduced | 7,391,451 | 338,528 | 6.63% | 6.0% | 1 | -431,577 | -5.52% | Q4 2025 | Feb 02, 2026 |
| MORGAN STANLEY | History | Added to | 5,627,038 | 257,718 | 0.02% | 0.01% | 2 | +499,996 | 9.75% | Q4 2025 | Feb 13, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 4,851,346 | 222,191 | 3.86% | 4.44% | 3 | -367,345 | -7.04% | Q4 2025 | Feb 09, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,732,106 | 170,931 | 0.03% | — | 4 | +3,732,106 | New | Q4 2025 | Feb 17, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | Added to | 3,604,249 | 164,822 | 1.32% | 1.12% | 5 | +52,815 | 1.49% | Q4 2025 | Feb 10, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 1,279,380 | 58,595 | 0.09% | 0.08% | 6 | -102,175 | -7.4% | Q4 2025 | Feb 13, 2026 |
| MANAGED ASSET PORTFOLIOS, LLC | History | Reduced | 1,112,116 | 50,934 | 6.15% | 5.18% | 7 | -27,757 | -2.44% | Q4 2025 | Jan 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,076,432 | 49,300 | 0.02% | 0.01% | 8 | -53,280 | -4.72% | Q4 2025 | Feb 18, 2026 |
| LPL Financial LLC | History | Added to | 934,345 | 42,792 | 0.01% | 0.01% | 9 | +21,663 | 2.37% | Q4 2025 | Feb 11, 2026 |
| Evelyn Partners Investment Management LLP | History | Added to | 811,531 | 37,168 | 1.03% | 0.79% | 10 | +49,608 | 6.51% | Q4 2025 | Feb 13, 2026 |
| Cheviot Value Management, LLC | History | Reduced | 626,340 | 37,022 | 3.64% | 2.82% | 11 | -100,603 | -13.84% | Q4 2025 | Feb 03, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 782,789 | 35,851 | 0.01% | 0.01% | 12 | -8,513 | -1.08% | Q4 2025 | Feb 13, 2026 |
| SPROTT INC. | History | Added to | 699,916 | 32,056 | 1.08% | 0.85% | 13 | +35,800 | 5.39% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 677,310 | 31,020 | 0.0% | 0.0% | 14 | -15,947 | -2.3% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 629,857 | 28,849 | 0.01% | 0.01% | 15 | -123,252 | -16.37% | Q4 2025 | Feb 17, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 625,923 | 28,667 | 0.05% | 0.04% | 16 | -6,125 | -0.97% | Q4 2025 | Feb 10, 2026 |
| COHEN & STEERS, INC. | History | Added to | 598,497 | 27,411 | 0.05% | 0.04% | 17 | +20,000 | 3.46% | Q4 2025 | Feb 13, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 586,803 | 26,875 | 1.77% | 1.43% | 18 | +2,036 | 0.35% | Q4 2025 | Jan 16, 2026 |
| 3EDGE Asset Management, LP | History | New | 556,287 | 26,267 | 1.36% | — | 19 | +556,287 | New | Q4 2025 | Feb 06, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 521,489 | 23,884 | 0.0% | 0.0% | 20 | -7,265 | -1.37% | Q4 2025 | Feb 11, 2026 |
| Cannell & Spears LLC | History | No change | 483,025 | 22,122 | 0.41% | 0.33% | 21 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 466,953 | 21,386 | 0.06% | 0.05% | 22 | -14,351 | -2.98% | Q4 2025 | Feb 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 456,966 | 20,929 | 0.03% | 0.02% | 23 | +22,480 | 5.17% | Q4 2025 | Feb 17, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 447,769 | 20,507 | 1.9% | 1.68% | 24 | -10,198 | -2.23% | Q4 2025 | Jan 30, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 440,169 | 20,159 | 0.45% | 0.39% | 25 | -2,115 | -0.48% | Q4 2025 | Jan 27, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 409,890 | 18,461 | 0.02% | 0.02% | 26 | -63,222 | -13.36% | Q4 2025 | Feb 17, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 400,550 | 18,345 | 0.04% | 0.04% | 27 | +425 | 0.11% | Q4 2025 | Feb 11, 2026 |
| MATAURO, LLC | History | Added to | 399,066 | 18,277 | 2.75% | 2.26% | 28 | +10,522 | 2.71% | Q4 2025 | Jan 16, 2026 |
| Inlight Wealth Management, LLC | History | Reduced | 398,877 | 18,268 | 6.69% | 6.92% | 29 | -2,844 | -0.71% | Q4 2025 | Jan 23, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 381,773 | 17,485 | 0.01% | 0.01% | 30 | -10,441 | -2.66% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 371,611 | 17,019 | 0.02% | 0.02% | 31 | -43,410 | -10.46% | Q4 2025 | Feb 17, 2026 |
| PYA Waltman Capital, LLC | History | Reduced | 359,334 | 16,457 | 4.42% | 4.74% | 32 | -123,226 | -25.54% | Q4 2025 | Feb 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 356,183 | 16,313 | 0.56% | 0.47% | 33 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 352,806 | 16,158 | 1.09% | 0.82% | 34 | +354 | 0.1% | Q4 2025 | Feb 09, 2026 |
| New Harbor Financial Group, LLC | History | Reduced | 345,711 | 15,833 | 2.9% | 2.62% | 35 | -6,225 | -1.77% | Q4 2025 | Jan 30, 2026 |
| PFG Investments, LLC | History | Reduced | 330,265 | 15,126 | 0.71% | 0.65% | 36 | -11,495 | -3.36% | Q4 2025 | Jan 26, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 314,803 | 14,417 | 0.02% | 0.01% | 37 | +16,979 | 5.7% | Q4 2025 | Feb 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 262,792 | 13,002 | 0.02% | 0.01% | 38 | +1,233 | 0.47% | Q4 2025 | Jan 08, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 278,466 | 12,956 | 0.02% | 0.01% | 39 | +86,215 | 44.85% | Q4 2025 | Feb 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 276,761 | 12,630 | 0.05% | 0.04% | 40 | -15,237 | -5.22% | Q4 2025 | Feb 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 272,148 | 12,464 | 0.06% | 0.02% | 41 | +182,969 | 205.17% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 259,040 | 11,864 | 0.01% | 0.0% | 42 | +101,288 | 64.21% | Q4 2025 | Feb 10, 2026 |
| NewEdge Wealth, LLC | History | No change | 253,922 | 11,629 | 0.13% | 0.14% | 43 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 237,789 | 11,207 | 0.16% | 0.13% | 44 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Arkadios Wealth Advisors | History | Added to | 240,931 | 11,034 | 0.21% | 0.21% | 45 | +4,168 | 1.76% | Q4 2025 | Feb 13, 2026 |
| Pacific Sage Partners, LLC | History | Reduced | 239,587 | 10,973 | 1.74% | 1.66% | 46 | -30,922 | -11.43% | Q4 2025 | Jan 16, 2026 |
| IFP Advisors, Inc | History | Added to | 234,680 | 10,748 | 0.24% | 0.19% | 47 | +36,181 | 18.23% | Q4 2025 | Feb 06, 2026 |
| Cadence Wealth Management LLC | History | Reduced | 234,513 | 10,740 | 5.18% | 5.11% | 48 | -31,178 | -11.73% | Q4 2025 | Feb 06, 2026 |
| Brookstone Capital Management | History | Added to | 229,280 | 10,501 | 0.12% | 0.1% | 49 | +4,964 | 2.21% | Q4 2025 | Jan 15, 2026 |
| INTREPID CAPITAL MANAGEMENT INC | History | Reduced | 220,068 | 10,079 | 3.9% | 3.26% | 50 | -5,678 | -2.52% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 210,343 | 9,633 | 0.04% | 0.04% | 51 | -10,514 | -4.76% | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 204,833 | 9,381 | 0.11% | 0.07% | 52 | +91,001 | 79.94% | Q4 2025 | Jan 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 204,427 | 9,362 | 0.01% | 0.0% | 53 | +63,926 | 45.5% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 198,043 | 9,070 | 0.01% | 0.01% | 54 | +1,748 | 0.89% | Q4 2025 | Feb 13, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | Added to | 193,487 | 8,861 | 1.11% | 0.91% | 55 | +7,840 | 4.22% | Q4 2025 | Feb 13, 2026 |
| Euro Pacific Asset Management, LLC | History | Reduced | 285,326 | 8,588 | 0.95% | 1.08% | 56 | -13,240 | -4.43% | Q4 2025 | Jan 21, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 181,263 | 8,301 | 0.39% | 0.29% | 57 | -2,297 | -1.25% | Q4 2025 | Jan 21, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 174,083 | 7,973 | 0.02% | 0.01% | 58 | +5,114 | 3.03% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 171,779 | 7,867 | 0.0% | 0.0% | 59 | +48,747 | 39.62% | Q4 2025 | Feb 17, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 169,009 | 7,708 | 0.05% | 0.03% | 60 | +25,186 | 17.51% | Q4 2025 | Jan 27, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 162,194 | 7,428 | 0.24% | 0.21% | 61 | -8,427 | -4.94% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 161,013 | 7,374 | 0.01% | 0.01% | 62 | +14,413 | 9.83% | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | Added to | 159,901 | 7,323 | 0.16% | 0.08% | 63 | +62,777 | 64.64% | Q4 2025 | Feb 02, 2026 |
| Chicago Capital, LLC | History | No change | 155,365 | 7,115 | 0.18% | 0.14% | 64 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | New | 150,762 | 6,904 | 3.61% | — | 65 | +150,762 | New | Q4 2025 | Feb 12, 2026 |
| &PARTNERS | History | Reduced | 133,889 | 6,132 | 0.03% | 0.03% | 66 | -125 | -0.09% | Q4 2025 | Feb 17, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Reduced | 132,940 | 6,088 | 1.62% | 1.37% | 67 | -4,030 | -2.94% | Q4 2025 | Feb 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 130,102 | 5,958 | 0.0% | 0.0% | 68 | -41,521 | -24.19% | Q4 2025 | Feb 10, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 129,030 | 5,909 | 0.31% | 0.29% | 69 | +3,000 | 2.38% | Q4 2025 | Jan 26, 2026 |
| Mariner, LLC | History | Added to | 126,314 | 5,785 | 0.01% | 0.01% | 71 | +4,599 | 3.78% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 126,331 | 5,785 | 0.08% | 0.06% | 70 | +630 | 0.5% | Q4 2025 | Feb 02, 2026 |
| HighTower Advisors, LLC | History | Reduced | 126,218 | 5,780 | 0.01% | 0.01% | 72 | -9,547 | -7.03% | Q4 2025 | Feb 06, 2026 |
| MARATHON CAPITAL MANAGEMENT | History | Reduced | 125,100 | 5,729 | 1.23% | 1.06% | 73 | -1,125 | -0.89% | Q4 2025 | Jan 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 122,677 | 5,618 | 0.01% | 0.01% | 74 | +7,339 | 6.36% | Q4 2025 | Feb 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 121,912 | 5,583 | 0.04% | 0.04% | 75 | -15,945 | -11.57% | Q4 2025 | Feb 18, 2026 |
| Focus Partners Wealth | History | Added to | 113,728 | 5,208 | 0.01% | 0.0% | 76 | +102,688 | 930.14% | Q4 2025 | Feb 13, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Added to | 111,100 | 5,088 | 0.53% | 0.4% | 77 | +374 | 0.34% | Q4 2025 | Feb 09, 2026 |
| Fore Capital, LLC | History | No change | 110,000 | 5,038 | 1.65% | 1.16% | 78 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AE Wealth Management LLC | History | Added to | 109,730 | 5,025 | 0.03% | 0.02% | 79 | +24,603 | 28.9% | Q4 2025 | Jan 26, 2026 |
| Delta Investment Management, LLC | History | Added to | 107,800 | 4,937 | 0.86% | 0.7% | 80 | +1,721 | 1.62% | Q4 2025 | Jan 30, 2026 |
| Financial Planning Navigators CORP | History | New | 107,587 | 4,927 | 2.26% | — | 81 | +107,587 | New | Q4 2025 | Jan 16, 2026 |
| Ancora Advisors LLC | History | Added to | 103,694 | 4,749 | 0.1% | 0.07% | 82 | +5,470 | 5.57% | Q4 2025 | Feb 17, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 100,166 | 4,587 | 0.12% | 0.11% | 83 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CHASE INVESTMENT COUNSEL CORP | History | Reduced | 99,476 | 4,556 | 1.27% | 1.1% | 84 | -1,367 | -1.36% | Q4 2025 | Feb 05, 2026 |
| Rothschild Wealth LLC | History | New | 92,600 | 4,241 | 0.41% | — | 85 | +92,600 | New | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 90,890 | 4,162 | 0.02% | 0.02% | 86 | -346 | -0.38% | Q4 2025 | Feb 12, 2026 |
| CHOREO, LLC | History | Reduced | 86,438 | 4,080 | 0.05% | 0.04% | 87 | -498 | -0.57% | Q4 2025 | Jan 23, 2026 |
| GWN SECURITIES INC. | History | No change | 88,794 | 4,066 | 0.82% | 0.75% | 88 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 85,325 | 3,907 | 2.66% | 2.34% | 89 | -7,057 | -7.64% | Q4 2025 | Jan 22, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 84,076 | 3,850 | 0.0% | 0.0% | 90 | -4,036 | -4.58% | Q4 2025 | Feb 12, 2026 |
| Demars Financial Group, LLC | History | Reduced | 78,665 | 3,602 | 1.21% | 1.04% | 91 | -3,547 | -4.31% | Q4 2025 | Jan 22, 2026 |
| Peak Financial Management, Inc. | History | Reduced | 76,709 | 3,513 | 0.91% | 0.75% | 92 | -630 | -0.81% | Q4 2025 | Jan 23, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 75,929 | 3,477 | 0.08% | 0.05% | 93 | +2,577 | 3.51% | Q4 2025 | Feb 11, 2026 |
| St. James Investment Company, LLC | History | Reduced | 75,436 | 3,454 | 0.55% | 0.44% | 94 | -859 | -1.13% | Q4 2025 | Feb 04, 2026 |
| IPG Investment Advisors LLC | History | Added to | 72,115 | 3,302 | 0.58% | 0.45% | 95 | +3,570 | 5.21% | Q4 2025 | Feb 09, 2026 |
| Asset One Wealth Management LLC | History | New | 67,158 | 3,223 | 0.44% | — | 96 | +67,158 | New | Q4 2025 | Feb 17, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Added to | 67,819 | 3,106 | 0.38% | 0.19% | 97 | +11,886 | 21.25% | Q4 2025 | Jan 09, 2026 |
| BROWN ADVISORY INC | History | Reduced | 67,647 | 3,098 | 0.0% | 0.0% | 98 | -6,526 | -8.8% | Q4 2025 | Feb 13, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 67,556 | 3,094 | 0.01% | 0.01% | 99 | -296 | -0.44% | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 66,371 | 3,039 | 0.02% | 0.02% | 100 | +5,850 | 9.67% | Q4 2025 | Feb 17, 2026 |
| PHILADELPHIA TRUST CO | History | Reduced | 63,443 | 2,906 | 0.2% | 0.18% | 101 | -5,947 | -8.57% | Q4 2025 | Feb 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 63,221 | 2,895 | 0.2% | 0.0% | 102 | +17,930 | 39.59% | Q4 2025 | Feb 03, 2026 |
| Atlatl Advisers LLC | History | Added to | 62,274 | 2,852 | 1.09% | 0.91% | 103 | +19 | 0.03% | Q4 2025 | Feb 09, 2026 |
| Spire Wealth Management | History | Reduced | 61,927 | 2,836 | 0.09% | 0.11% | 104 | -27,718 | -30.92% | Q4 2025 | Jan 14, 2026 |
| Corient Private Wealth LLC | History | Reduced | 61,524 | 2,817 | 0.0% | 0.0% | 105 | -19 | -0.03% | Q4 2025 | Mar 09, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 61,419 | 2,812 | 0.01% | 0.01% | 106 | +3,956 | 6.88% | Q4 2025 | Feb 17, 2026 |
| CGN Advisors LLC | History | No change | 60,561 | 2,773 | 0.22% | 0.18% | 107 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Sonoma Private Wealth LLC | History | Added to | 60,447 | 2,768 | 3.34% | 2.52% | 108 | +2,962 | 5.15% | Q4 2025 | Feb 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 58,779 | 2,692 | 0.03% | 0.03% | 109 | -655 | -1.1% | Q4 2025 | Jan 29, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 56,755 | 2,599 | 0.26% | 0.22% | 110 | -776 | -1.35% | Q4 2025 | Jan 27, 2026 |
| Nalls Sherbakoff Group, LLC | History | Added to | 55,961 | 2,563 | 1.85% | 1.27% | 111 | +4,475 | 8.69% | Q4 2025 | Mar 12, 2026 |
| Allworth Financial LP | History | New | 54,777 | 2,508 | 0.01% | — | 112 | +54,777 | New | Q4 2025 | Feb 05, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 53,845 | 2,466 | 0.28% | 0.25% | 113 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 53,665 | 2,459 | 0.0% | 0.0% | 114 | +1,955 | 3.78% | Q4 2025 | Feb 18, 2026 |
| Hunter Perkins Capital Management, LLC | History | Reduced | 53,490 | 2,450 | 0.57% | 0.47% | 115 | -4,750 | -8.16% | Q4 2025 | Jan 14, 2026 |
| Wilmar Advisors LLC | History | Reduced | 50,000 | 2,290 | 1.79% | 2.11% | 116 | -20,000 | -28.57% | Q4 2025 | Feb 13, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 49,234 | 2,254 | 0.17% | 0.12% | 117 | -2,450 | -4.74% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 48,020 | 2,199 | 0.0% | 0.0% | 118 | +565 | 1.19% | Q4 2025 | Feb 17, 2026 |
| Sunbeam Capital Management, LLC | History | No change | 47,152 | 2,159 | 1.28% | 1.08% | 119 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Argent Trust Co | History | Reduced | 47,004 | 2,152 | 0.07% | 0.07% | 120 | -10,395 | -18.11% | Q4 2025 | Feb 10, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 45,383 | 2,078 | 0.03% | 0.02% | 121 | -183 | -0.4% | Q4 2025 | Feb 09, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 45,285 | 2,074 | 0.11% | 0.09% | 122 | -335 | -0.73% | Q4 2025 | Feb 05, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 45,151 | 2,067 | 0.05% | 0.04% | 123 | -1,121 | -2.42% | Q4 2025 | Jan 28, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 44,378 | 2,032 | 0.0% | 0.0% | 124 | +11,319 | 34.24% | Q4 2025 | Feb 12, 2026 |
| BOS Asset Management, LLC | History | Reduced | 44,319 | 2,029 | 0.54% | 0.5% | 125 | -3,750 | -7.8% | Q4 2025 | Jan 09, 2026 |
| US BANCORP \DE\ | History | Added to | 42,132 | 1,929 | 0.0% | 0.0% | 126 | +11,031 | 35.47% | Q4 2025 | Jan 30, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 41,752 | 1,912 | 0.04% | 0.05% | 127 | -22,789 | -35.31% | Q4 2025 | Jan 14, 2026 |
| CITADEL ADVISORS LLC | History | New | 40,402 | 1,850 | 0.0% | — | 128 | +40,402 | New | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 39,644 | 1,815 | 0.0% | 0.0% | 129 | +1,404 | 3.67% | Q4 2025 | Feb 02, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 39,110 | 1,791 | 0.06% | 0.06% | 130 | -5,489 | -12.31% | Q4 2025 | Jan 27, 2026 |
| Andina Capital Management, LLC | History | Reduced | 37,798 | 1,731 | 1.05% | 0.89% | 131 | -5,375 | -12.45% | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | Added to | 37,320 | 1,709 | 0.01% | 0.01% | 132 | +3,000 | 8.74% | Q4 2025 | Feb 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 36,173 | 1,656 | 0.18% | 0.09% | 133 | +13,939 | 62.69% | Q4 2025 | Jan 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 35,767 | 1,638 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Reduced | 35,146 | 1,609 | 0.11% | 0.13% | 135 | -7,763 | -18.09% | Q4 2025 | Feb 11, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | Added to | 34,479 | 1,579 | 1.17% | 0.67% | 136 | +11,572 | 50.52% | Q4 2025 | Jan 14, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 34,380 | 1,574 | 0.12% | 0.08% | 137 | +4,023 | 13.25% | Q4 2025 | Jan 23, 2026 |
| Prospera Financial Services Inc | History | Reduced | 33,229 | 1,521 | 0.02% | 0.02% | 138 | -451 | -1.34% | Q4 2025 | Feb 09, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 32,980 | 1,510 | 0.12% | 0.09% | 139 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 32,133 | 1,471 | 0.09% | 0.07% | 140 | -319 | -0.98% | Q4 2025 | Jan 15, 2026 |
| Dakota Wealth Management | History | Added to | 30,255 | 1,385 | 0.02% | 0.02% | 141 | +8,269 | 37.61% | Q4 2025 | Jan 13, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 30,742 | 1,383 | 0.01% | 0.0% | 142 | +382 | 1.26% | Q4 2025 | Feb 12, 2026 |
| CIBC Asset Management Inc | History | No change | 30,000 | 1,373 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Rockport Wealth LLC | History | Added to | 29,802 | 1,364 | 0.27% | 0.22% | 144 | +640 | 2.19% | Q4 2025 | Feb 06, 2026 |
| SouthState Bank Corp | History | No change | 29,576 | 1,354 | 0.06% | 0.05% | 145 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 29,356 | 1,344 | 0.0% | 0.0% | 146 | -4,935 | -14.39% | Q4 2025 | Feb 11, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Added to | 29,277 | 1,340 | 0.79% | 0.61% | 147 | +731 | 2.56% | Q4 2025 | Jan 21, 2026 |
| Advisory Services Network, LLC | History | Added to | 28,862 | 1,321 | 0.02% | 0.01% | 148 | +3,028 | 11.72% | Q4 2025 | Feb 17, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 28,528 | 1,306 | 0.07% | 0.06% | 149 | -2,400 | -7.76% | Q4 2025 | Feb 02, 2026 |
| Alchemi Wealth, LLC | History | New | 28,505 | 1,305 | 0.71% | — | 150 | +28,505 | New | Q4 2025 | Feb 13, 2026 |
| Montis Financial, LLC | History | Reduced | 28,080 | 1,286 | 0.25% | 0.24% | 151 | -230 | -0.81% | Q4 2025 | Feb 11, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 28,078 | 1,285 | 0.09% | 0.07% | 152 | +3,000 | 11.96% | Q4 2025 | Feb 11, 2026 |
| IHT Wealth Management, LLC | History | No change | 27,688 | 1,268 | 0.03% | 0.03% | 153 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Simplicity Wealth,LLC | History | Added to | 27,563 | 1,262 | 0.08% | 0.05% | 154 | +3,938 | 16.67% | Q4 2025 | Jan 30, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 27,483 | 1,258 | 0.03% | 0.02% | 155 | -764 | -2.7% | Q4 2025 | Feb 04, 2026 |
| Blue Trust, Inc. | History | Reduced | 27,432 | 1,256 | 0.01% | 0.01% | 156 | -400 | -1.44% | Q4 2025 | Jan 16, 2026 |
| Merit Financial Group, LLC | History | Reduced | 26,707 | 1,223 | 0.01% | 0.01% | 157 | -5,035 | -15.86% | Q4 2025 | Jan 26, 2026 |
| StoneX Group Inc. | History | Added to | 26,012 | 1,191 | 0.05% | 0.04% | 158 | +564 | 2.22% | Q4 2025 | Feb 12, 2026 |
| Summit Financial, LLC | History | Reduced | 25,985 | 1,190 | 0.02% | 0.02% | 159 | -2,214 | -7.85% | Q4 2025 | Feb 13, 2026 |
| Summit Global Investments | History | Added to | 25,794 | 1,181 | 0.07% | 0.06% | 160 | +50 | 0.19% | Q4 2025 | Feb 18, 2026 |
| Quilter Plc | History | Reduced | 25,598 | 1,172 | 0.02% | 0.02% | 161 | -10,000 | -28.09% | Q4 2025 | Jan 21, 2026 |
| XTX Topco Ltd | History | Reduced | 25,554 | 1,170 | 0.03% | 0.13% | 162 | -43,406 | -62.94% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 25,274 | 1,157 | 0.04% | 0.04% | 163 | -5,142 | -16.91% | Q4 2025 | Feb 06, 2026 |
| Oppenheimer & Close, LLC | History | Reduced | 25,160 | 1,152 | 0.79% | 0.63% | 164 | -330 | -1.29% | Q4 2025 | Feb 10, 2026 |
| WELCH & FORBES LLC | History | Reduced | 25,100 | 1,149 | 0.01% | 0.02% | 165 | -8,901 | -26.18% | Q4 2025 | Feb 10, 2026 |
| TORONTO DOMINION BANK | History | No change | 25,000 | 1,145 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Stenham Asset Management Ltd | History | No change | 25,000 | 1,145 | 0.57% | 0.53% | 167 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Philip James Wealth Mangement, LLC | History | Reduced | 23,035 | 1,055 | 0.12% | 0.13% | 168 | -7,040 | -23.41% | Q4 2025 | Jan 20, 2026 |
| WealthTrust Axiom LLC | History | No change | 22,773 | 1,043 | 0.27% | 0.22% | 169 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Nadler Financial Group, Inc. | History | No change | 22,305 | 1,021 | 0.09% | 0.08% | 170 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Continuum Advisory, LLC | History | No change | 22,300 | 1,021 | 0.1% | 0.09% | 171 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Cresset Asset Management, LLC | History | Added to | 21,810 | 998 | 0.0% | 0.0% | 172 | +3,194 | 17.16% | Q4 2025 | Feb 17, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 17,559 | 967 | 0.22% | 0.14% | 173 | +3,610 | 25.88% | Q4 2025 | Feb 24, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 21,065 | 964 | 0.09% | 0.07% | 174 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Accordant Advisory Group Inc | History | Added to | 20,766 | 951 | 0.66% | 0.51% | 175 | +306 | 1.5% | Q4 2025 | Jan 22, 2026 |
| Financial Sense Advisors, Inc. | History | Reduced | 20,636 | 945 | 0.17% | 0.31% | 176 | -29,531 | -58.87% | Q4 2025 | Feb 13, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 20,530 | 940 | 0.55% | — | 177 | +20,530 | New | Q4 2025 | Feb 11, 2026 |
| BLB&B Advisors, LLC | History | No change | 20,000 | 916 | 0.04% | 0.03% | 178 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Hardin Capital Partners, LLC | History | Reduced | 19,989 | 915 | 0.43% | 0.44% | 179 | -2,172 | -9.8% | Q4 2025 | Jan 09, 2026 |
| Regal Investment Advisors LLC | History | New | 19,946 | 913 | 0.05% | — | 180 | +19,946 | New | Q4 2025 | Feb 17, 2026 |
| COMMERCE BANK | History | Added to | 19,659 | 900 | 0.0% | 0.0% | 181 | +5,521 | 39.05% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 19,631 | 899 | 0.02% | 0.02% | 182 | -4,378 | -18.23% | Q4 2025 | Feb 09, 2026 |
| Blue Line Capital, LLC / IL | History | New | 19,494 | 892 | 1.05% | — | 183 | +19,494 | New | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 18,979 | 869 | 0.0% | 0.0% | 184 | +1,364 | 7.74% | Q4 2025 | Feb 11, 2026 |
| Clearstead Advisors, LLC | History | No change | 18,005 | 824 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Coastline Trust Co | History | Added to | 17,648 | 808 | 0.08% | 0.03% | 186 | +9,281 | 110.92% | Q4 2025 | Jan 05, 2026 |
| Bank of New York Mellon Corp | History | Added to | 17,583 | 805 | 0.0% | 0.0% | 187 | +4,404 | 33.42% | Q4 2025 | Feb 10, 2026 |
| 4WEALTH ADVISORS, INC. | History | Added to | 17,050 | 780 | 0.67% | 0.4% | 188 | +4,750 | 38.62% | Q4 2025 | Jan 21, 2026 |
| waypoint wealth counsel | History | Added to | 17,000 | 778 | 0.29% | 0.24% | 189 | +510 | 3.09% | Q4 2025 | Jan 28, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 16,903 | 774 | 0.03% | 0.03% | 190 | -245 | -1.43% | Q4 2025 | Feb 10, 2026 |
| Old Port Advisors | History | Reduced | 16,903 | 774 | 0.19% | 0.16% | 191 | -38 | -0.22% | Q4 2025 | Jan 08, 2026 |
| Almanack Investment Partners, LLC. | History | Reduced | 16,726 | 766 | 0.13% | 0.1% | 192 | -525 | -3.04% | Q4 2025 | Jan 29, 2026 |
| Sandy Cove Advisors, LLC | History | Reduced | 16,600 | 760 | 0.23% | 0.25% | 193 | -4,500 | -21.33% | Q4 2025 | Feb 09, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 16,479 | 755 | 0.03% | 0.02% | 194 | +3,344 | 25.46% | Q4 2025 | Feb 13, 2026 |
| Rehmann Capital Advisory Group | History | No change | 16,400 | 751 | 0.04% | 0.03% | 195 | 0 | 0.0% | Q4 2025 | Mar 04, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 16,358 | 749 | 0.17% | 0.14% | 196 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Kellett Wealth Advisors, LLC | History | Added to | 16,252 | 744 | 0.42% | 0.29% | 197 | +3,100 | 23.57% | Q4 2025 | Jan 23, 2026 |
| Total Wealth Planning & Management, Inc. | History | New | 16,213 | 742 | 0.55% | — | 198 | +16,213 | New | Q4 2025 | Feb 11, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 15,572 | 713 | 0.02% | 0.02% | 199 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | New | 15,357 | 703 | 0.16% | — | 200 | +15,357 | New | Q4 2025 | Jan 12, 2026 |
| Midwest Financial Group LLC | History | Added to | 15,258 | 698 | 0.31% | 0.25% | 201 | +980 | 6.86% | Q4 2025 | Jan 20, 2026 |
| Independent Family Office, LLC | History | No change | 15,140 | 693 | 0.29% | 0.23% | 202 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Veracity Capital LLC | History | Reduced | 15,059 | 689 | 0.2% | 0.25% | 203 | -6,225 | -29.25% | Q4 2025 | Jan 29, 2026 |
| Summit Trail Advisors, LLC | History | No change | 15,000 | 687 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BCS Wealth Management | History | Added to | 14,988 | 686 | 0.07% | 0.06% | 205 | +7,559 | 101.75% | Q4 2025 | Jan 26, 2026 |
| Oxbow Advisors, LLC | History | No change | 14,306 | 655 | 0.06% | 0.05% | 206 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MRP Capital Investments, LLC | History | Reduced | 14,275 | 653 | 0.55% | 0.37% | 207 | -165 | -1.14% | Q4 2025 | Feb 09, 2026 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | History | Added to | 14,125 | 646 | 0.05% | 0.03% | 208 | +4,800 | 51.47% | Q4 2025 | Jan 12, 2026 |
| Daytona Street Capital LLC | History | New | 13,666 | 625 | 0.49% | — | 210 | +13,666 | New | Q4 2025 | Jan 21, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 13,667 | 625 | 0.26% | 0.22% | 209 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 13,611 | 623 | 0.25% | 0.21% | 211 | -1,244 | -8.37% | Q4 2025 | Feb 11, 2026 |
| BENJAMIN EDWARDS INC | History | New | 13,500 | 618 | 0.01% | — | 212 | +13,500 | New | Q4 2025 | Feb 02, 2026 |
| Ketron Financial | History | New | 13,407 | 614 | 0.2% | — | 213 | +13,407 | New | Q4 2025 | Feb 24, 2026 |
| CLG LLC | History | No change | 13,395 | 613 | 0.15% | 0.13% | 214 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | No change | 13,310 | 609 | 0.24% | 0.19% | 215 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MBL Wealth, LLC | History | Reduced | 13,155 | 602 | 0.05% | 0.04% | 216 | -150 | -1.13% | Q4 2025 | Jan 21, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 13,123 | 601 | 0.01% | 0.01% | 217 | -686 | -4.97% | Q4 2025 | Jan 22, 2026 |
| North Forty Two & Co. | History | Added to | 13,100 | 599 | 0.57% | 0.45% | 218 | +600 | 4.8% | Q4 2025 | Feb 09, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 13,004 | 596 | 0.01% | 0.0% | 219 | -1,883 | -12.65% | Q4 2025 | Jan 05, 2026 |
| Verity Asset Management, Inc. | History | New | 12,978 | 594 | 0.26% | — | 220 | +12,978 | New | Q4 2025 | Jan 30, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Added to | 12,871 | 589 | 0.04% | 0.03% | 221 | +191 | 1.51% | Q4 2025 | Feb 05, 2026 |
| CWM, LLC | History | Reduced | 12,834 | 588 | 0.0% | 0.0% | 222 | -5,402 | -29.62% | Q4 2025 | Jan 26, 2026 |
| CHICAGO TRUST Co NA | History | No change | 12,775 | 585 | 0.09% | 0.06% | 223 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 12,724 | 582 | 0.0% | — | 224 | +12,724 | New | Q4 2025 | Feb 18, 2026 |
| Brookwood Investment Group LLC | History | New | 12,548 | 574 | 0.07% | — | 225 | +12,548 | New | Q4 2025 | Jan 22, 2026 |
| Mraz, Amerine & Associates, Inc. | History | No change | 12,291 | 562 | 0.08% | 0.07% | 226 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Added to | 12,190 | 558 | 0.14% | 0.07% | 227 | +4,251 | 53.55% | Q4 2025 | Feb 09, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 12,056 | 552 | 0.04% | 0.03% | 228 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Graney & King, LLC | History | No change | 12,073 | 552 | 0.32% | 0.31% | 229 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 12,000 | 549 | 0.02% | 0.01% | 230 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Latitude Advisors, LLC | History | No change | 11,966 | 548 | 0.24% | 0.2% | 231 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 11,686 | 535 | 0.0% | — | 232 | +11,686 | New | Q4 2025 | Feb 11, 2026 |
| Midwest Trust Co | History | Reduced | 11,685 | 535 | 0.01% | 0.01% | 233 | -315 | -2.63% | Q4 2025 | Feb 04, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 11,450 | 524 | 0.01% | 0.01% | 234 | -100 | -0.87% | Q4 2025 | Feb 05, 2026 |
| Crown Wealth Group, LLC | History | Added to | 11,278 | 516 | 0.14% | 0.12% | 236 | +353 | 3.23% | Q4 2025 | Jan 28, 2026 |
| M&T BANK CORP | History | No change | 11,286 | 516 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| YHB Investment Advisors, Inc. | History | No change | 11,105 | 508 | 0.04% | 0.03% | 237 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Cannon Financial Strategists, Inc. | History | No change | 11,000 | 503 | 0.07% | 0.06% | 238 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 10,975 | 502 | 0.0% | 0.0% | 239 | +300 | 2.81% | Q4 2025 | Jan 29, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | Reduced | 10,874 | 498 | 0.05% | 0.04% | 240 | -259 | -2.33% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 10,895 | 498 | 0.0% | 0.0% | 241 | +251 | 2.36% | Q4 2025 | Mar 16, 2026 |
| IFG Advisory, LLC | History | Reduced | 10,843 | 496 | 0.02% | 0.02% | 242 | -50 | -0.46% | Q4 2025 | Feb 10, 2026 |
| CAMDEN NATIONAL BANK | History | Reduced | 10,817 | 495 | 0.07% | 0.06% | 243 | -350 | -3.13% | Q4 2025 | Feb 10, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 10,701 | 490 | 0.08% | 0.06% | 244 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Richard C. Young & CO., LTD. | History | No change | 10,635 | 487 | 0.04% | 0.04% | 245 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Carmel Capital Partners, LLC | History | New | 10,606 | 485 | 0.17% | — | 246 | +10,606 | New | Q4 2025 | Jan 29, 2026 |
| Indie Asset Partners, LLC | History | No change | 10,568 | 484 | 0.54% | 0.52% | 247 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Fermata Advisors, LLC | History | Reduced | 10,512 | 481 | 0.12% | 0.12% | 248 | -2,080 | -16.52% | Q4 2025 | Jan 08, 2026 |
| Inscription Capital, LLC | History | Added to | 10,400 | 476 | 0.05% | 0.02% | 249 | +4,400 | 73.33% | Q4 2025 | Jan 29, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 10,319 | 472 | 0.01% | 0.01% | 250 | -585 | -5.37% | Q4 2025 | Jan 21, 2026 |
| Forum Financial Management, LP | History | New | 10,300 | 471 | 0.01% | — | 251 | +10,300 | New | Q4 2025 | Jan 27, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 10,139 | 464 | 0.05% | 0.03% | 252 | +645 | 6.79% | Q4 2025 | Jan 20, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 10,080 | 461 | 0.01% | 0.03% | 253 | -80,018 | -88.81% | Q4 2025 | Feb 13, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 10,000 | 458 | 0.03% | 0.02% | 254 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Strait & Sound Wealth Management LLC | History | Added to | 9,827 | 450 | 0.17% | 0.1% | 255 | +2,497 | 34.07% | Q4 2025 | Feb 04, 2026 |
| RCW Management, LLC | History | New | 9,670 | 442 | 0.45% | — | 256 | +9,670 | New | Q4 2025 | Jan 30, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 9,650 | 441 | 0.02% | 0.02% | 257 | +400 | 4.32% | Q4 2025 | Jan 20, 2026 |
| Simmons Bank | History | Reduced | 9,629 | 441 | 0.03% | 0.02% | 258 | -346 | -3.47% | Q4 2025 | Feb 05, 2026 |
| Fairway Wealth LLC | History | No change | 9,600 | 439 | 0.12% | 0.1% | 259 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Principle Wealth Partners LLC | History | No change | 9,450 | 432 | 0.02% | 0.02% | 260 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Lido Advisors, LLC | History | No change | 10,185 | 425 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | No change | 8,750 | 424 | 0.36% | 0.26% | 262 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 9,262 | 424 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sanctuary Advisors, LLC | History | New | 9,177 | 420 | 0.0% | — | 265 | +9,177 | New | Q4 2025 | Jan 29, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 9,172 | 420 | 0.02% | — | 264 | +9,172 | New | Q4 2025 | Feb 13, 2026 |
| Covenant Asset Management, LLC | History | No change | 9,146 | 418 | 0.05% | 0.04% | 266 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| RFG Advisory, LLC | History | No change | 9,100 | 416 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 9,029 | 413 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | New | 8,855 | 405 | 0.05% | — | 269 | +8,855 | New | Q4 2025 | Feb 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 8,800 | 403 | 0.01% | 0.01% | 271 | +800 | 10.0% | Q4 2025 | Feb 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 8,818 | 403 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| MANCHESTER FINANCIAL INC | History | Reduced | 8,741 | 400 | 0.07% | 0.43% | 272 | -49,682 | -85.04% | Q4 2025 | Feb 12, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 8,700 | 398 | 0.16% | 0.17% | 273 | -2,825 | -24.51% | Q4 2025 | Feb 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 8,697 | 398 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 8,577 | 392 | 0.02% | 0.02% | 275 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 8,474 | 388 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 8,474 | 388 | 0.02% | 0.02% | 277 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Northern Capital Management, Inc. | History | No change | 8,380 | 383 | 0.2% | 0.17% | 278 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 8,217 | 376 | 0.11% | 0.12% | 279 | -2,164 | -20.85% | Q4 2025 | Jan 26, 2026 |
| Paradigm Capital Management, LLC/NV | History | No change | 8,145 | 373 | 0.35% | 0.3% | 280 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | History | No change | 8,073 | 369 | 0.15% | 0.13% | 281 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 8,030 | 367 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| NewEdge Advisors, LLC | History | Added to | 7,997 | 366 | 0.0% | 0.0% | 283 | +864 | 12.11% | Q4 2025 | Feb 18, 2026 |
| Robinson Value Management, Ltd. | History | No change | 7,982 | 365 | 0.2% | 0.17% | 284 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| WJ Financial Advisors LLC | History | No change | 7,800 | 357 | 0.32% | 0.28% | 285 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Motiv8 Investments LLC | History | No change | 7,675 | 352 | 0.19% | 0.15% | 286 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | New | 7,665 | 351 | 0.1% | — | 287 | +7,665 | New | Q4 2025 | Jan 23, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 7,574 | 346 | 0.0% | 0.0% | 288 | -507,935 | -98.53% | Q4 2025 | Feb 12, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 7,527 | 344 | 0.01% | 0.01% | 289 | -4,160 | -35.6% | Q4 2025 | Feb 13, 2026 |
| AEGIS FINANCIAL CORP | History | No change | 7,474 | 342 | 0.08% | 0.1% | 290 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 7,450 | 341 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Gradient Investments LLC | History | No change | 7,432 | 340 | 0.01% | 0.0% | 292 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Aviance Capital Partners, LLC | History | No change | 7,430 | 340 | 0.04% | 0.03% | 293 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 7,436 | 340 | 0.02% | 0.02% | 294 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | New | 7,349 | 336 | 0.12% | — | 295 | +7,349 | New | Q4 2025 | Mar 26, 2026 |
| Garde Capital, Inc. | History | No change | 7,245 | 331 | 0.02% | 0.01% | 296 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Resurgent Financial Advisors LLC | History | Reduced | 7,200 | 329 | 0.16% | 0.15% | 297 | -1,000 | -12.2% | Q4 2025 | Feb 12, 2026 |
| Hemenway Trust Co LLC | History | No change | 7,160 | 327 | 0.03% | 0.02% | 298 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| S.A. Mason LLC | History | Added to | 7,068 | 323 | 0.13% | 0.11% | 299 | +190 | 2.76% | Q4 2025 | Jan 29, 2026 |
| WealthShield Partners, LLC | History | No change | 7,032 | 322 | 0.04% | 0.03% | 300 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 7,023 | 321 | 0.0% | — | 301 | +7,023 | New | Q4 2025 | Feb 12, 2026 |
| Ruedi Wealth Management, Inc. | History | No change | 7,009 | 321 | 0.08% | 0.07% | 302 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cannon Advisors, Inc. | History | No change | 6,031 | 319 | 0.23% | 0.15% | 303 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 6,905 | 316 | 0.01% | 0.01% | 304 | -1,000 | -12.65% | Q4 2025 | Feb 03, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 6,869 | 314 | 0.01% | 0.01% | 305 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 6,617 | 312 | 0.02% | 0.02% | 306 | +256 | 4.02% | Q4 2025 | Jan 15, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 6,765 | 309 | 0.0% | — | 307 | +6,765 | New | Q4 2025 | Jan 20, 2026 |
| Snowden Capital Advisors LLC | History | No change | 6,660 | 305 | 0.01% | 0.01% | 308 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Gibraltar Capital Management, Inc. | History | No change | 6,625 | 303 | 0.05% | 0.04% | 309 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 6,600 | 302 | 0.01% | 0.01% | 310 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 6,569 | 300 | 0.03% | 0.05% | 311 | -715 | -9.82% | Q4 2025 | Feb 13, 2026 |
| White Knight Strategic Wealth Advisors, LLC | History | New | 6,532 | 299 | 0.22% | — | 312 | +6,532 | New | Q4 2025 | Feb 20, 2026 |
| Ardent Capital Management, Inc. | History | No change | 6,505 | 297 | 0.12% | 0.1% | 313 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kera Capital Partners, Inc. | History | Reduced | 5,978 | 296 | 0.04% | 0.03% | 314 | -212 | -3.42% | Q4 2025 | Feb 23, 2026 |
| Addison Advisors LLC | History | Reduced | 6,430 | 294 | 0.07% | 0.06% | 315 | -210 | -3.16% | Q4 2025 | Feb 06, 2026 |
| DDD Partners, LLC | History | Added to | 6,399 | 293 | 0.02% | 0.01% | 316 | +273 | 4.46% | Q4 2025 | Jan 22, 2026 |
| Tenzing Financial LLC | History | New | 6,278 | 287 | 0.23% | — | 317 | +6,278 | New | Q4 2025 | Feb 13, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 6,206 | 284 | 0.09% | 0.08% | 318 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 6,123 | 280 | 0.01% | 0.0% | 320 | +91 | 1.51% | Q4 2025 | Jan 16, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | No change | 6,126 | 280 | 0.06% | 0.06% | 319 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Aprio Wealth Management, LLC | History | New | 6,110 | 279 | 0.02% | — | 321 | +6,110 | New | Q4 2025 | Jan 29, 2026 |
| Greykasell Wealth Strategies, Inc. | History | New | 6,075 | 278 | 0.11% | — | 322 | +6,075 | New | Q4 2025 | Feb 11, 2026 |
| NBT BANK N A /NY | History | No change | 6,000 | 274 | 0.02% | 0.01% | 323 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Perkins Coie Trust Co | History | No change | 6,000 | 274 | 0.05% | 0.04% | 324 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Occidental Asset Management, LLC | History | No change | 6,000 | 274 | 0.03% | 0.03% | 325 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| DELTA FINANCIAL ADVISORS LLC | History | No change | 6,000 | 274 | 0.07% | 0.06% | 326 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Texas Yale Capital Corp. | History | No change | 5,975 | 273 | 0.01% | 0.01% | 327 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 5,979 | 273 | 0.02% | 0.02% | 328 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 5,972 | 273 | 0.01% | 0.01% | 329 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 5,823 | 266 | 0.02% | 0.02% | 330 | -3,387 | -36.78% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 5,789 | 265 | 0.04% | 0.1% | 331 | -12,810 | -68.87% | Q4 2025 | Feb 17, 2026 |
| Meramec Financial Planners, LLC | History | New | 5,424 | 265 | 0.1% | — | 332 | +5,424 | New | Q4 2025 | Feb 10, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 5,785 | 264 | 0.02% | 0.02% | 333 | -130 | -2.2% | Q4 2025 | Jan 29, 2026 |
| Wescott Financial Advisory Group, LLC | History | No change | 5,711 | 261 | 0.02% | 0.02% | 334 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 5,639 | 258 | 0.07% | 0.07% | 335 | -555 | -8.96% | Q4 2025 | Feb 09, 2026 |
| Kovack Advisors, Inc. | History | No change | 5,583 | 255 | 0.01% | 0.02% | 336 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | New | 5,538 | 253 | 0.0% | — | 337 | +5,538 | New | Q4 2025 | Feb 10, 2026 |
| Wealth Quarterback LLC | History | Reduced | 5,482 | 251 | 0.09% | 0.08% | 338 | -384 | -6.55% | Q4 2025 | Jan 15, 2026 |
| DAVIDSON TRUST CO | History | Reduced | 5,461 | 250 | 0.1% | 0.09% | 339 | -409 | -6.97% | Q4 2025 | Jan 27, 2026 |
| DAVENPORT & Co LLC | History | New | 5,400 | 247 | 0.0% | — | 340 | +5,400 | New | Q4 2025 | Jan 12, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 5,356 | 245 | 0.02% | 0.01% | 341 | -520 | -8.85% | Q4 2025 | Jan 21, 2026 |
| Purkiss Capital Advisors LLC | History | New | 5,250 | 240 | 0.11% | — | 343 | +5,250 | New | Q4 2025 | Feb 04, 2026 |
| Essex Financial Services, Inc. | History | New | 5,244 | 240 | 0.01% | — | 342 | +5,244 | New | Q4 2025 | Feb 10, 2026 |
| Advisors Capital Management, LLC | History | New | 5,200 | 238 | 0.0% | — | 344 | +5,200 | New | Q4 2025 | Jan 29, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 5,200 | 238 | 0.0% | — | 345 | +5,200 | New | Q4 2025 | Feb 19, 2026 |
| Capital Investment Advisors, LLC | History | New | 5,139 | 235 | 0.0% | — | 347 | +5,139 | New | Q4 2025 | Jan 13, 2026 |
| CALTON & ASSOCIATES, INC. | History | New | 5,135 | 235 | 0.03% | — | 346 | +5,135 | New | Q4 2025 | Feb 10, 2026 |
| BAHL & GAYNOR INC | History | Reduced | 5,078 | 232 | 0.0% | 0.0% | 348 | -1,000 | -16.45% | Q4 2025 | Feb 12, 2026 |
| Mayfair Advisory Group, LLC | History | New | 5,000 | 230 | 0.09% | — | 349 | +5,000 | New | Q4 2025 | Jan 21, 2026 |
| Composition Wealth, LLC | History | New | 5,000 | 229 | 0.0% | — | 350 | +5,000 | New | Q4 2025 | Feb 02, 2026 |
| Key Client Fiduciary Advisors, LLC | History | New | 5,000 | 229 | 0.08% | — | 352 | +5,000 | New | Q4 2025 | Jan 28, 2026 |
| MTM Investment Management, LLC | History | No change | 5,000 | 229 | 0.07% | 0.06% | 351 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | New | 4,822 | 227 | 0.02% | — | 353 | +4,822 | New | Q4 2025 | Jan 21, 2026 |
| Schiavi & Co LLC | History | New | 4,931 | 225 | 0.07% | — | 354 | +4,931 | New | Q4 2025 | Feb 13, 2026 |
| SAX WEALTH ADVISORS, LLC | History | New | 4,931 | 225 | 0.01% | — | 355 | +4,931 | New | Q4 2025 | Jan 12, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | New | 4,921 | 225 | 0.01% | — | 356 | +4,921 | New | Q4 2025 | Feb 13, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | New | 4,917 | 225 | 0.05% | — | 357 | +4,917 | New | Q4 2025 | Jan 09, 2026 |
| SageView Advisory Group, LLC | History | New | 4,903 | 224 | 0.01% | — | 358 | +4,903 | New | Q4 2025 | Feb 17, 2026 |
| Vivaldi Capital Management LP | History | New | 4,855 | 222 | 0.03% | — | 359 | +4,855 | New | Q4 2025 | Feb 13, 2026 |
| Grandview Asset Management LLC | History | New | 4,800 | 219 | 0.06% | — | 360 | +4,800 | New | Q4 2025 | Jan 26, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 4,766 | 218 | 0.0% | 0.0% | 361 | -703 | -12.85% | Q4 2025 | Feb 10, 2026 |
| FIFTH THIRD BANCORP | History | No change | 4,750 | 217 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 4,737 | 216 | 0.09% | 0.08% | 363 | -363 | -7.12% | Q4 2025 | Jan 30, 2026 |
| Chicago Partners Investment Group LLC | History | New | 3,647 | 208 | 0.01% | — | 364 | +3,647 | New | Q4 2025 | Jan 28, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Reduced | 4,531 | 207 | 0.03% | 0.43% | 365 | -78,416 | -94.54% | Q4 2025 | Feb 12, 2026 |
| Coppell Advisory Solutions LLC | History | New | 4,403 | 207 | 0.02% | — | 366 | +4,403 | New | Q4 2025 | Feb 17, 2026 |
| XML Financial, LLC | History | New | 4,500 | 206 | 0.02% | — | 367 | +4,500 | New | Q4 2025 | Feb 11, 2026 |
| Bulwark Capital Corp | History | No change | 4,100 | 187 | 0.13% | 0.12% | 368 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 3,604 | 165 | 0.02% | 0.02% | 369 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 3,390 | 155 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Optiver Holding B.V. | History | Added to | 3,264 | 149 | 0.0% | 0.0% | 371 | +333 | 11.36% | Q4 2025 | Feb 17, 2026 |
| Hara Capital LLC | History | Reduced | 3,238 | 148 | 0.08% | 0.11% | 372 | -1,912 | -37.13% | Q4 2025 | Jan 15, 2026 |
| CoreCap Advisors, LLC | History | No change | 3,186 | 145 | 0.01% | 0.0% | 373 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| HM PAYSON & CO | History | No change | 3,100 | 141 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pacifica Partners Inc. | History | No change | 3,000 | 138 | 0.06% | 0.04% | 375 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Heritage Wealth Advisors | History | No change | 3,000 | 137 | 0.01% | 0.0% | 376 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 2,800 | 128 | 0.01% | 0.01% | 377 | -700 | -20.0% | Q4 2025 | Feb 03, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 2,800 | 128 | 0.09% | 0.07% | 378 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| SHP Wealth Management | History | New | 2,770 | 126 | 0.01% | — | 379 | +2,770 | New | Q4 2025 | Mar 04, 2026 |
| GAMMA Investing LLC | History | No change | 2,671 | 122 | 0.01% | 0.01% | 380 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| UMB Bank, n.a. | History | No change | 2,500 | 114 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | No change | 2,491 | 114 | 0.04% | 0.03% | 382 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Benson Wealth Management INC | History | New | 2,468 | 113 | 0.13% | — | 383 | +2,468 | New | Q4 2025 | Feb 12, 2026 |
| Arax Advisory Partners | History | New | 2,467 | 112 | 0.0% | — | 384 | +2,467 | New | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 2,400 | 109 | 0.0% | 0.0% | 385 | +900 | 60.0% | Q4 2025 | Feb 06, 2026 |
| Capital Analysts, LLC | History | No change | 2,283 | 105 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,086 | 95 | 0.0% | 0.0% | 387 | +1,865 | 843.89% | Q4 2025 | Jan 23, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,879 | 86 | 0.0% | 0.0% | 388 | +282 | 17.66% | Q4 2025 | Feb 11, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 1,800 | 82 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,785 | 81 | 0.01% | 0.01% | 390 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Laurel Wealth Advisors LLC | History | New | 1,700 | 77 | 0.01% | — | 391 | +1,700 | New | Q4 2025 | Jan 30, 2026 |
| BARD ASSOCIATES INC | History | New | 1,500 | 68 | 0.02% | — | 392 | +1,500 | New | Q4 2025 | Feb 13, 2026 |
| Bogart Wealth, LLC | History | No change | 1,500 | 68 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Trust Co | History | Added to | 1,401 | 64 | 0.01% | 0.0% | 396 | +856 | 157.06% | Q4 2025 | Jan 15, 2026 |
| Advantage Trust Co | History | Reduced | 1,400 | 64 | 0.03% | 0.03% | 397 | -400 | -22.22% | Q4 2025 | Jan 29, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,400 | 64 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 1,400 | 64 | 0.01% | 0.01% | 395 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | New | 1,000 | 45 | 0.0% | — | 399 | +1,000 | New | Q4 2025 | Jan 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,000 | 45 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| IAG Wealth Partners, LLC | History | No change | 1,000 | 45 | 0.01% | 0.0% | 400 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Principia Wealth Advisory, LLC | History | Reduced | 900 | 41 | 0.03% | 0.02% | 403 | -40 | -4.26% | Q4 2025 | Feb 10, 2026 |
| Princeton Global Asset Management LLC | History | No change | 900 | 41 | 0.01% | 0.01% | 401 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Missouri Trust & Investment Co | History | No change | 900 | 41 | 0.01% | 0.01% | 402 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 843 | 38 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sound Income Strategies, LLC | History | No change | 743 | 38 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 800 | 36 | 0.01% | 0.01% | 406 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BESSEMER GROUP INC | History | No change | 760 | 35 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Key FInancial Inc | History | No change | 710 | 32 | 0.01% | 0.0% | 408 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 650 | 29 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Litman Gregory Wealth Management LLC | History | New | 659 | 25 | 0.0% | — | 410 | +659 | New | Q4 2025 | Feb 12, 2026 |
| JNBA Financial Advisors | History | Reduced | 510 | 23 | 0.0% | 0.01% | 411 | -1,398 | -73.27% | Q4 2025 | Jan 26, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 481 | 22 | 0.0% | — | 412 | +481 | New | Q4 2025 | Jan 29, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 400 | 18 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| SIGNATUREFD, LLC | History | Added to | 350 | 16 | 0.0% | 0.0% | 414 | +50 | 16.67% | Q4 2025 | Jan 20, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 328 | 15 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 323 | 14 | 0.0% | — | 416 | +323 | New | Q4 2025 | Feb 17, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 250 | 11 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Larson Financial Group LLC | History | No change | 242 | 11 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 255 | 11 | 0.01% | 0.01% | 419 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Gen-Wealth Partners Inc | History | No change | 250 | 11 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ORG Partners LLC | History | No change | 225 | 10 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Asset Dedication, LLC | History | No change | 200 | 9 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Westside Investment Management, Inc. | History | No change | 200 | 9 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Clark Wealth Partners | History | No change | 170 | 7 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Lummis Asset Management, LP | History | New | 150 | 6 | 0.0% | — | 425 | +150 | New | Q4 2025 | Feb 10, 2026 |
| ASSETMARK, INC | History | Reduced | 120 | 5 | 0.0% | 0.0% | 426 | -723 | -85.77% | Q4 2025 | Jan 23, 2026 |
| BlackRock, Inc. | History | Reduced | 93 | 4 | 0.0% | 0.0% | 429 | -585 | -86.28% | Q4 2025 | Feb 12, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 100 | 4 | 0.0% | — | 430 | +100 | New | Q4 2025 | Feb 19, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 104 | 4 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Paladin Advisory Group, LLC | History | No change | 93 | 4 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| TCTC Holdings, LLC | History | No change | 66 | 3 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DecisionPoint Financial, LLC | History | No change | 68 | 3 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| McIlrath & Eck, LLC | History | No change | 65 | 2 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Guardian Partners Inc. | History | Closed out | 0 | 0 | — | 0.31% | — | -100,082 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.01% | — | -100,000 | -100.0% | Q3 2025 | Oct 30, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -96,400 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PERRITT CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 1.56% | — | -89,900 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Kiker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 1.56% | — | -84,278 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -62,330 | -100.0% | Q3 2025 | Nov 10, 2025 |
| LINCOLN CAPITAL CORP | History | Closed out | 0 | 0 | — | 0.57% | — | -42,900 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -29,304 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,801 | -100.0% | Q3 2025 | Mar 31, 2026 |
| Procyon Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -16,397 | -100.0% | Q3 2025 | Oct 28, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -8,372 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Western Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,545 | -100.0% | Q3 2025 | Nov 06, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,268 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Van Hulzen Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,854 | -100.0% | Q3 2025 | Nov 13, 2025 |
| STEPHENS INC /AR/ | History | Closed out | 0 | 0 | — | 0.0% | — | -5,656 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Trevian Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -5,500 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,262 | -100.0% | Q3 2025 | Nov 26, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,559 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -920 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -864 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -633 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -604 | -100.0% | Q3 2025 | Oct 29, 2025 |
| JDM Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -230 | -100.0% | Q3 2025 | Oct 21, 2025 |
| SOA Wealth Advisors, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Kohmann Bosshard Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 30, 2026 |
| Covestor Ltd | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |