FIRST TRUST EXCHANGE-TRADED FUND IV - EMLP
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 93 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 18,510,517 | 700,993 | 0.04% | 0.04% | 1 | +591,927 | 3.3% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 4,189,659 | 158,662 | 2.42% | 2.49% | 2 | +224,827 | 5.67% | Q4 2025 | Jan 13, 2026 |
| AlTi Global, Inc. | History | Added to | 2,869,696 | 108,675 | 2.33% | 2.57% | 3 | +7,313 | 0.26% | Q4 2025 | Feb 13, 2026 |
| Cresset Asset Management, LLC | History | Added to | 2,711,738 | 102,693 | 0.43% | 0.41% | 4 | +280,073 | 11.52% | Q4 2025 | Feb 17, 2026 |
| Glenview Trust Co | History | Reduced | 2,494,516 | 94,467 | 1.46% | 1.53% | 5 | -22,337 | -0.89% | Q4 2025 | Feb 09, 2026 |
| LPL Financial LLC | History | Reduced | 2,467,501 | 93,444 | 0.03% | 0.03% | 6 | -39,392 | -1.57% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,349,011 | 88,957 | 0.02% | 0.02% | 7 | +64,337 | 2.82% | Q4 2025 | Feb 13, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 2,165,019 | 81,989 | 0.65% | 0.42% | 8 | +51,817 | 2.45% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,126,877 | 80,544 | 0.01% | 0.01% | 9 | +75,539 | 3.68% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,492,457 | 56,519 | 0.01% | — | 10 | +1,492,457 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 1,349,500 | 51,105 | 0.01% | 0.01% | 11 | -31,262 | -2.26% | Q4 2025 | Jan 29, 2026 |
| GLENMEDE TRUST CO NA | History | New | 1,055,465 | 39,970 | 0.19% | — | 12 | +1,055,465 | New | Q4 2025 | Feb 17, 2026 |
| WELCH & FORBES LLC | History | Reduced | 1,040,699 | 39,411 | 0.48% | 0.49% | 13 | -13,484 | -1.28% | Q4 2025 | Feb 10, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 967,390 | 36,635 | 0.07% | 0.07% | 14 | +76,535 | 8.59% | Q4 2025 | Mar 16, 2026 |
| Disciplina Capital Management LLC | History | Added to | 932,032 | 35,296 | 4.04% | 4.26% | 15 | +18,798 | 2.06% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 805,935 | 30,520 | 0.04% | 0.04% | 16 | +46,305 | 6.1% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 785,351 | 29,741 | 0.01% | 0.01% | 17 | +23,453 | 3.08% | Q4 2025 | Feb 18, 2026 |
| Mariner, LLC | History | Reduced | 749,392 | 28,394 | 0.03% | 0.04% | 18 | -12,179 | -1.6% | Q4 2025 | Feb 13, 2026 |
| Lee Financial Co | History | Reduced | 707,822 | 26,805 | 3.62% | 3.5% | 19 | -22,067 | -3.02% | Q4 2025 | Jan 22, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 642,765 | 24,341 | 1.42% | 1.49% | 20 | -5,316 | -0.82% | Q4 2025 | Jan 15, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 572,085 | 21,664 | 2.37% | 2.49% | 21 | -9,813 | -1.69% | Q4 2025 | Jan 23, 2026 |
| Cetera Investment Advisers | History | Reduced | 563,502 | 21,339 | 0.02% | 0.03% | 22 | -323 | -0.06% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners OCIO LLC | History | Reduced | 560,187 | 21,214 | 1.17% | 3.62% | 23 | -1,294,818 | -69.8% | Q4 2025 | Feb 11, 2026 |
| Modern Wealth Management, LLC | History | Added to | 534,308 | 20,234 | 0.37% | 0.39% | 24 | +15,005 | 2.89% | Q4 2025 | Feb 17, 2026 |
| Barry Investment Advisors, LLC | History | Added to | 462,367 | 17,509 | 3.9% | 3.94% | 25 | +14,910 | 3.33% | Q4 2025 | Feb 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 392,209 | 14,852 | 0.0% | 0.0% | 26 | -55,417 | -12.38% | Q4 2025 | Feb 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 385,236 | 14,588 | 0.18% | 0.19% | 27 | +12,113 | 3.25% | Q4 2025 | Jan 29, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 317,782 | 12,034 | 0.05% | 0.05% | 28 | +25,812 | 8.84% | Q4 2025 | Feb 13, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 310,112 | 11,743 | 1.46% | 1.53% | 29 | +6,474 | 2.13% | Q4 2025 | Feb 13, 2026 |
| Arkos Global Advisors | History | Added to | 287,832 | 10,900 | 1.39% | 1.38% | 30 | +5,548 | 1.97% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 279,965 | 10,602 | 0.01% | 0.01% | 31 | +4,893 | 1.78% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 276,745 | 10,480 | 0.0% | 0.0% | 32 | +12,833 | 4.86% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 268,495 | 10,168 | 0.01% | 0.01% | 33 | +10,368 | 4.02% | Q4 2025 | Feb 17, 2026 |
| Vernal Point Advisors, LLC | History | Added to | 260,022 | 9,847 | 4.06% | 3.71% | 34 | +35,420 | 15.77% | Q4 2025 | Feb 13, 2026 |
| UMB Bank, n.a. | History | Reduced | 244,802 | 9,270 | 0.12% | 0.14% | 35 | -9,168 | -3.61% | Q4 2025 | Feb 13, 2026 |
| Prasad Wealth Partners, LLC | History | Reduced | 222,641 | 8,431 | 2.25% | 2.44% | 36 | -6,420 | -2.8% | Q4 2025 | Jan 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 219,971 | 8,330 | 0.02% | 0.02% | 37 | -11,845 | -5.11% | Q4 2025 | Feb 05, 2026 |
| Nvest Wealth Strategies, Inc. | History | New | 218,533 | 8,275 | 6.07% | — | 38 | +218,533 | New | Q4 2025 | Jan 28, 2026 |
| Private Advisor Group, LLC | History | Added to | 218,303 | 8,267 | 0.04% | 0.04% | 39 | +13,391 | 6.54% | Q4 2025 | Feb 17, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 207,581 | 7,861 | 0.25% | 0.25% | 40 | +2,658 | 1.3% | Q4 2025 | Jan 05, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 202,068 | 7,652 | 0.19% | 0.2% | 41 | -4,345 | -2.11% | Q4 2025 | Jan 29, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 200,344 | 7,587 | 0.05% | 0.07% | 42 | -175 | -0.09% | Q4 2025 | Feb 18, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 198,616 | 7,521 | 1.65% | — | 43 | +198,616 | New | Q4 2025 | Feb 18, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 195,969 | 7,421 | 0.38% | 0.43% | 44 | -22,722 | -10.39% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 190,334 | 7,207 | 0.75% | 0.79% | 45 | +14,739 | 8.39% | Q4 2025 | Feb 13, 2026 |
| IHT Wealth Management, LLC | History | Added to | 182,129 | 6,897 | 0.17% | 0.17% | 46 | +7,323 | 4.19% | Q4 2025 | Feb 17, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 178,744 | 6,769 | 0.31% | 0.29% | 47 | +13,711 | 8.31% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 176,532 | 6,685 | 0.0% | 0.0% | 48 | +88,007 | 99.41% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 174,070 | 6,592 | 0.01% | 0.01% | 49 | +1,785 | 1.04% | Q4 2025 | Feb 06, 2026 |
| Hobart Private Capital, LLC | History | Reduced | 173,203 | 6,559 | 1.28% | 1.45% | 50 | -7,812 | -4.32% | Q4 2025 | Jan 27, 2026 |
| COMERICA BANK | History | Added to | 169,175 | 6,406 | 0.03% | 0.02% | 51 | +1,517 | 0.9% | Q4 2025 | Jan 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 163,133 | 6,177 | 0.02% | 0.02% | 52 | +8,680 | 5.62% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 145,004 | 5,491 | 0.01% | 0.01% | 53 | +1,032 | 0.72% | Q4 2025 | Feb 17, 2026 |
| New Republic Capital, LLC | History | Added to | 137,097 | 5,191 | 1.39% | 1.34% | 54 | +22,614 | 19.75% | Q4 2025 | Feb 10, 2026 |
| APPLETON PARTNERS INC/MA | History | Added to | 128,625 | 4,871 | 0.32% | 0.33% | 55 | +1,175 | 0.92% | Q4 2025 | Jan 09, 2026 |
| GenTrust, LLC | History | Reduced | 124,269 | 4,706 | 0.2% | 0.25% | 56 | -18,655 | -13.05% | Q4 2025 | Feb 02, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 122,070 | 4,622 | 0.06% | 0.06% | 57 | +6,503 | 5.63% | Q4 2025 | Jan 21, 2026 |
| Focus Financial Network, Inc. | History | Added to | 120,067 | 4,546 | 0.16% | 0.15% | 58 | +8,923 | 8.03% | Q4 2025 | Jan 12, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 119,417 | 4,522 | 0.49% | 0.51% | 59 | +941 | 0.79% | Q4 2025 | Jan 23, 2026 |
| BEACON FINANCIAL GROUP | History | New | 114,490 | 4,335 | 0.43% | — | 60 | +114,490 | New | Q4 2025 | Apr 01, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 105,804 | 4,159 | 0.1% | 0.11% | 61 | -6,242 | -5.57% | Q4 2025 | Jan 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 108,288 | 4,100 | 0.0% | 0.0% | 62 | +30,217 | 38.7% | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | Added to | 107,432 | 4,068 | 0.01% | 0.0% | 63 | +69,904 | 186.27% | Q4 2025 | Jan 30, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 107,108 | 4,056 | 1.36% | 1.3% | 64 | -4,233 | -3.8% | Q4 2025 | Jan 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 191,547 | 3,964 | 0.01% | 0.01% | 65 | +86,266 | 81.94% | Q4 2025 | Mar 09, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 101,700 | 3,851 | 0.01% | 0.01% | 66 | +14,004 | 15.97% | Q4 2025 | Feb 11, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 99,359 | 3,762 | 0.12% | 0.15% | 67 | -15,487 | -13.49% | Q4 2025 | Jan 12, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 98,510 | 3,730 | 0.05% | 0.12% | 68 | -107,478 | -52.18% | Q4 2025 | Feb 09, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 98,246 | 3,720 | 0.07% | 0.08% | 69 | -6,378 | -6.1% | Q4 2025 | Feb 04, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 91,755 | 3,474 | 0.05% | 0.05% | 70 | +6,441 | 7.55% | Q4 2025 | Feb 09, 2026 |
| Baird Financial Group, Inc. | History | Added to | 91,629 | 3,469 | 0.01% | 0.01% | 71 | +3,400 | 3.85% | Q4 2025 | Feb 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 91,582 | 3,468 | 0.02% | 0.02% | 72 | +5,326 | 6.17% | Q4 2025 | Jan 29, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 89,601 | 3,393 | 0.04% | 0.04% | 73 | +4,435 | 5.21% | Q4 2025 | Feb 02, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 86,131 | 3,261 | 0.08% | 0.09% | 74 | -4,559 | -5.03% | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | Added to | 84,818 | 3,212 | 0.11% | 0.12% | 75 | +1,455 | 1.75% | Q4 2025 | Jan 13, 2026 |
| Keystone Financial Group, Inc. | History | Added to | 82,482 | 3,123 | 1.64% | 1.73% | 76 | +2,536 | 3.17% | Q4 2025 | Jan 16, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 80,113 | 3,033 | 0.0% | 0.0% | 77 | +7,147 | 9.79% | Q4 2025 | Feb 10, 2026 |
| &PARTNERS | History | Added to | 78,931 | 2,988 | 0.02% | 0.02% | 78 | +3,466 | 4.59% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 78,802 | 2,984 | 0.02% | 0.02% | 79 | +23,487 | 42.46% | Q4 2025 | Feb 12, 2026 |
| Prospera Financial Services Inc | History | Reduced | 78,206 | 2,961 | 0.05% | 0.06% | 80 | -18,478 | -19.11% | Q4 2025 | Feb 09, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 78,067 | 2,956 | 0.05% | 0.03% | 81 | +12,866 | 19.73% | Q4 2025 | Feb 17, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 77,482 | 2,934 | 0.79% | 0.85% | 82 | +2,818 | 3.77% | Q4 2025 | Feb 09, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 74,556 | 2,823 | 0.13% | 0.14% | 83 | -1,778 | -2.33% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 73,696 | 2,790 | 0.02% | 0.02% | 84 | -1,447 | -1.93% | Q4 2025 | Jan 29, 2026 |
| Continuum Advisory, LLC | History | Added to | 73,173 | 2,771 | 0.28% | 0.28% | 85 | +3,506 | 5.03% | Q4 2025 | Feb 11, 2026 |
| Crumly & Associates Inc. | History | No change | 72,836 | 2,758 | 0.58% | 0.61% | 86 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| ArchPoint Investors | History | No change | 71,081 | 2,691 | 0.64% | 0.75% | 87 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 68,381 | 2,589 | 0.0% | 0.0% | 88 | +31,544 | 85.63% | Q4 2025 | Feb 18, 2026 |
| Mutual Advisors, LLC | History | Added to | 67,084 | 2,540 | 0.05% | 0.04% | 89 | +21,030 | 45.66% | Q4 2025 | Feb 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 66,017 | 2,500 | 0.05% | 0.06% | 90 | +2,269 | 3.56% | Q4 2025 | Feb 09, 2026 |
| TrueWealth Financial Partners | History | New | 64,506 | 2,442 | 2.02% | — | 91 | +64,506 | New | Q4 2025 | Feb 05, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | New | 64,506 | 2,442 | 2.02% | — | 92 | +64,506 | New | Q4 2025 | Feb 05, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 64,015 | 2,424 | 0.87% | 0.89% | 93 | -585 | -0.91% | Q4 2025 | Jan 22, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 63,610 | 2,408 | 0.92% | 0.94% | 94 | +1,906 | 3.09% | Q4 2025 | Feb 05, 2026 |
| Savant Capital, LLC | History | Reduced | 62,676 | 2,373 | 0.01% | 0.02% | 95 | -9,106 | -12.69% | Q4 2025 | Feb 10, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 60,769 | 2,301 | 0.65% | 0.66% | 96 | +1,918 | 3.26% | Q4 2025 | Feb 05, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 57,362 | 2,172 | 0.04% | 0.05% | 97 | -2,274 | -3.81% | Q4 2025 | Feb 13, 2026 |
| VestGen Advisors, LLC | History | New | 55,807 | 2,113 | 0.09% | — | 98 | +55,807 | New | Q4 2025 | Feb 17, 2026 |
| ORG Partners LLC | History | No change | 55,328 | 2,095 | 0.37% | 0.39% | 99 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BTG Pactual Asset Management US LLC | History | Added to | 55,680 | 2,088 | 0.2% | 0.09% | 100 | +3,645 | 7.0% | Q4 2025 | Feb 17, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | Reduced | 53,252 | 2,035 | 2.63% | 3.48% | 101 | -6,621 | -11.06% | Q4 2025 | Jan 07, 2026 |
| Auour Investments LLC | History | Added to | 52,189 | 1,976 | 0.63% | 0.64% | 102 | +523 | 1.01% | Q4 2025 | Jan 12, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 51,553 | 1,952 | 0.82% | 0.86% | 103 | -1,013 | -1.93% | Q4 2025 | Feb 05, 2026 |
| Sigma Planning Corp | History | Added to | 51,261 | 1,941 | 0.05% | 0.06% | 104 | +668 | 1.32% | Q4 2025 | Jan 30, 2026 |
| CERTUITY, LLC | History | Added to | 51,217 | 1,939 | 0.12% | 0.04% | 105 | +34,186 | 200.73% | Q4 2025 | Jan 30, 2026 |
| FOCUSED ALPHA, LLC | History | New | 50,571 | 1,915 | 0.56% | — | 106 | +50,571 | New | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 50,529 | 1,913 | 0.01% | 0.01% | 107 | +1,715 | 3.51% | Q4 2025 | Feb 18, 2026 |
| Waverly Advisors, LLC | History | Added to | 50,160 | 1,899 | 0.02% | 0.02% | 108 | +3,417 | 7.31% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 48,777 | 1,847 | 0.01% | 0.01% | 109 | +10,719 | 28.16% | Q4 2025 | Feb 17, 2026 |
| Cambridge Advisors Inc. | History | Added to | 47,735 | 1,807 | 0.34% | 0.35% | 110 | +654 | 1.39% | Q4 2025 | Jan 21, 2026 |
| Millstone Evans Group, LLC | History | Added to | 47,043 | 1,781 | 1.05% | 1.13% | 111 | +419 | 0.9% | Q4 2025 | Feb 02, 2026 |
| WCG Wealth Advisors LLC | History | New | 46,455 | 1,759 | 0.05% | — | 112 | +46,455 | New | Q4 2025 | Feb 10, 2026 |
| Proactive Wealth Strategies LLC | History | Reduced | 46,377 | 1,756 | 0.7% | 0.78% | 113 | -1,193 | -2.51% | Q4 2025 | Feb 05, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 45,758 | 1,732 | 0.4% | 0.45% | 114 | -1,146 | -2.44% | Q4 2025 | Jan 27, 2026 |
| MGB Wealth Management, LLC | History | Added to | 43,398 | 1,644 | 0.47% | 0.47% | 115 | +11 | 0.03% | Q4 2025 | Feb 17, 2026 |
| Walker Asset Management, LLC | History | Added to | 42,632 | 1,614 | 0.87% | 0.91% | 116 | +2 | 0.0% | Q4 2025 | Jan 16, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Reduced | 41,590 | 1,575 | 0.46% | 0.51% | 117 | -830 | -1.96% | Q4 2025 | Jan 21, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 40,570 | 1,550 | 0.45% | 0.48% | 118 | +2,067 | 5.37% | Q4 2025 | Jan 06, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 40,843 | 1,546 | 0.1% | 0.11% | 119 | +177 | 0.44% | Q4 2025 | Feb 13, 2026 |
| Betterment LLC | History | Added to | 40,545 | 1,535 | 0.0% | 0.0% | 120 | +866 | 2.18% | Q4 2025 | Feb 12, 2026 |
| MOTCO | History | Reduced | 40,287 | 1,525 | 0.14% | 0.14% | 121 | -777 | -1.89% | Q4 2025 | Feb 06, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 40,111 | 1,518 | 0.08% | 0.08% | 122 | +581 | 1.47% | Q4 2025 | Feb 05, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 39,238 | 1,485 | 0.0% | 0.0% | 123 | -6,601 | -14.4% | Q4 2025 | Feb 17, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 38,965 | 1,475 | 0.31% | 0.34% | 124 | +886 | 2.33% | Q4 2025 | Jan 30, 2026 |
| Windsor Advisory Group, LLC | History | No change | 34,869 | 1,320 | 1.18% | 1.18% | 125 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Arvest Bank Trust Division | History | Reduced | 33,093 | 1,253 | 0.07% | 1.12% | 126 | -496,598 | -93.75% | Q4 2025 | Feb 09, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Reduced | 31,925 | 1,209 | 1.26% | 1.22% | 127 | -265 | -0.82% | Q4 2025 | Jan 20, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Added to | 31,685 | 1,199 | 0.85% | 0.77% | 128 | +3,952 | 14.25% | Q4 2025 | Jan 14, 2026 |
| Encompass More Asset Management | History | Reduced | 31,074 | 1,176 | 0.22% | 0.4% | 129 | -23,003 | -42.54% | Q4 2025 | Feb 03, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 30,695 | 1,162 | 0.01% | 0.02% | 130 | -662 | -2.11% | Q4 2025 | Jan 29, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 30,316 | 1,148 | 0.0% | 0.0% | 131 | -1,176 | -3.73% | Q4 2025 | Feb 02, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 29,449 | 1,115 | 0.07% | 0.07% | 132 | +1,618 | 5.81% | Q4 2025 | Feb 18, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 29,254 | 1,107 | 0.05% | 0.05% | 133 | -125 | -0.43% | Q4 2025 | Feb 17, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 27,895 | 1,056 | 0.02% | 0.02% | 134 | -671 | -2.35% | Q4 2025 | Feb 06, 2026 |
| Inscription Capital, LLC | History | Reduced | 27,532 | 1,042 | 0.11% | 0.11% | 135 | -245 | -0.88% | Q4 2025 | Jan 29, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | Added to | 27,418 | 1,038 | 0.44% | 0.45% | 136 | +201 | 0.74% | Q4 2025 | Jan 15, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 27,185 | 1,034 | 0.1% | 0.1% | 137 | +1,735 | 6.82% | Q4 2025 | Feb 17, 2026 |
| Great Diamond Partners, LLC | History | Reduced | 25,688 | 972 | 0.19% | 0.2% | 138 | -1,638 | -5.99% | Q4 2025 | Feb 06, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 25,596 | 969 | 0.02% | 0.03% | 139 | -13,495 | -34.52% | Q4 2025 | Feb 17, 2026 |
| Aprio Wealth Management, LLC | History | No change | 25,306 | 958 | 0.05% | 0.1% | 140 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Kovack Advisors, Inc. | History | Added to | 25,277 | 957 | 0.04% | 0.08% | 141 | +3,197 | 14.48% | Q4 2025 | Feb 17, 2026 |
| G&S Capital LLC | History | Added to | 24,443 | 925 | 0.33% | 0.33% | 142 | +896 | 3.81% | Q4 2025 | Jan 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 24,338 | 921 | 0.01% | 0.01% | 143 | -1,389 | -5.4% | Q4 2025 | Feb 12, 2026 |
| Tandem Financial, LLC | History | Reduced | 25,538 | 910 | 1.09% | 0.38% | 144 | -1,445 | -5.36% | Q4 2025 | Feb 10, 2026 |
| Magnus Financial Group LLC | History | Added to | 23,682 | 896 | 0.07% | 0.07% | 145 | +16 | 0.07% | Q4 2025 | Jan 07, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 23,546 | 891 | 0.04% | 0.04% | 146 | +33 | 0.14% | Q4 2025 | Jan 20, 2026 |
| Quad-Cities Investment Group, LLC | History | Reduced | 23,513 | 890 | 0.37% | 0.39% | 147 | -639 | -2.65% | Q4 2025 | Jan 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 23,299 | 886 | 0.06% | 0.07% | 148 | +287 | 1.25% | Q4 2025 | Jan 15, 2026 |
| Apella Capital, LLC | History | Reduced | 23,287 | 881 | 0.02% | 0.02% | 149 | -76 | -0.33% | Q4 2025 | Jan 21, 2026 |
| Objective Capital Management, LLC | History | Reduced | 22,901 | 867 | 0.88% | 0.91% | 150 | -115 | -0.5% | Q4 2025 | Feb 04, 2026 |
| Worthington Financial Partners, LLC | History | New | 22,675 | 858 | 0.76% | — | 151 | +22,675 | New | Q4 2025 | Mar 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 22,627 | 856 | 0.33% | 0.35% | 152 | -420 | -1.82% | Q4 2025 | Feb 13, 2026 |
| FourThought Financial Partners, LLC | History | Reduced | 22,321 | 845 | 0.07% | 0.09% | 153 | -4,015 | -15.25% | Q4 2025 | Feb 06, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | No change | 21,752 | 823 | 0.27% | 0.29% | 154 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Capital Analysts, LLC | History | Added to | 21,481 | 814 | 0.02% | 0.02% | 155 | +1,745 | 8.84% | Q4 2025 | Feb 11, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 21,199 | 802 | 0.09% | 0.11% | 156 | +194 | 0.92% | Q4 2025 | Feb 11, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 20,870 | 790 | 0.06% | 0.06% | 157 | +21 | 0.1% | Q4 2025 | Feb 13, 2026 |
| Stegent Equity Advisors, Inc. | History | Reduced | 19,991 | 757 | 0.59% | 0.64% | 158 | -560 | -2.72% | Q4 2025 | Jan 14, 2026 |
| Next Capital Management LLC | History | No change | 19,345 | 732 | 0.23% | 0.25% | 159 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| 360 Financial, Inc. | History | Reduced | 19,199 | 727 | 0.22% | 0.25% | 160 | -732 | -3.67% | Q4 2025 | Feb 13, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 19,063 | 721 | 0.11% | 0.12% | 161 | -509 | -2.6% | Q4 2025 | Jan 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 18,983 | 718 | 0.03% | 0.04% | 162 | +1,712 | 9.91% | Q4 2025 | Jan 28, 2026 |
| Claro Advisors Inc. | History | Added to | 18,955 | 717 | 0.1% | 0.1% | 163 | +141 | 0.75% | Q4 2025 | Feb 17, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Added to | 18,780 | 711 | 0.57% | 0.57% | 164 | +1,308 | 7.49% | Q4 2025 | Jan 21, 2026 |
| Investors Research Corp | History | Reduced | 18,757 | 710 | 0.13% | 0.14% | 165 | -835 | -4.26% | Q4 2025 | Jan 06, 2026 |
| Focus Partners Wealth | History | New | 18,700 | 708 | 0.0% | — | 166 | +18,700 | New | Q4 2025 | Feb 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 18,631 | 705 | 0.0% | 0.0% | 167 | -135 | -0.72% | Q4 2025 | Feb 06, 2026 |
| Visionary Wealth Advisors | History | Reduced | 18,444 | 698 | 0.03% | 0.04% | 169 | -1,251 | -6.35% | Q4 2025 | Feb 13, 2026 |
| Forefront Analytics, LLC | History | Reduced | 18,435 | 698 | 0.62% | 0.7% | 168 | -519 | -2.74% | Q4 2025 | Feb 17, 2026 |
| Keystone Financial Group | History | New | 18,400 | 696 | 0.05% | — | 171 | +18,400 | New | Q4 2025 | Feb 06, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 18,388 | 696 | 0.05% | 0.05% | 170 | +1,335 | 7.83% | Q4 2025 | Jan 09, 2026 |
| Colorado Capital Management, Inc. | History | Reduced | 18,330 | 694 | 0.26% | 0.29% | 172 | -1,015 | -5.25% | Q4 2025 | Jan 23, 2026 |
| STEPHENS INC /AR/ | History | Added to | 17,855 | 676 | 0.01% | 0.01% | 173 | +3 | 0.02% | Q4 2025 | Feb 05, 2026 |
| Wood Tarver Financial Group, LLC | History | Added to | 17,839 | 675 | 0.19% | 0.2% | 174 | +371 | 2.12% | Q4 2025 | Feb 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 17,542 | 662 | 0.0% | 0.0% | 175 | +1,199 | 7.34% | Q4 2025 | Jan 08, 2026 |
| MCF Advisors LLC | History | Added to | 17,395 | 658 | 0.04% | 0.04% | 176 | +1 | 0.01% | Q4 2025 | Feb 11, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 16,588 | 655 | 0.08% | 0.08% | 177 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Asset One Wealth Management LLC | History | New | 16,215 | 646 | 0.09% | — | 178 | +16,215 | New | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 16,965 | 642 | 0.01% | 0.01% | 179 | +919 | 5.73% | Q4 2025 | Jan 23, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 16,931 | 641 | 0.0% | 0.0% | 180 | -102 | -0.6% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 16,552 | 626 | 0.01% | 0.01% | 181 | -401 | -2.37% | Q4 2025 | Feb 06, 2026 |
| Wealth Watch Advisors, INC | History | New | 16,449 | 622 | 0.23% | — | 182 | +16,449 | New | Q4 2025 | Feb 17, 2026 |
| Ancora Advisors LLC | History | Added to | 16,338 | 618 | 0.01% | 0.01% | 183 | +5 | 0.03% | Q4 2025 | Feb 17, 2026 |
| Americana Partners, LLC | History | Added to | 16,017 | 606 | 0.02% | 0.02% | 184 | +741 | 4.85% | Q4 2025 | Feb 06, 2026 |
| Lido Advisors, LLC | History | Added to | 15,441 | 589 | 0.0% | 0.0% | 185 | +3,387 | 28.1% | Q4 2025 | Feb 10, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | Reduced | 15,451 | 585 | 0.41% | 0.47% | 186 | -265 | -1.69% | Q4 2025 | Feb 13, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 15,344 | 581 | 0.39% | 0.44% | 187 | -506 | -3.19% | Q4 2025 | Jan 07, 2026 |
| Peak Planning Group, LLC | History | New | 15,262 | 577 | 0.16% | — | 188 | +15,262 | New | Q4 2025 | Feb 13, 2026 |
| Regal Investment Advisors LLC | History | No change | 15,175 | 574 | 0.03% | 0.04% | 189 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 15,000 | 568 | 0.04% | 0.04% | 190 | -312 | -2.04% | Q4 2025 | Feb 17, 2026 |
| Aspen Investment Management Inc | History | Reduced | 14,670 | 556 | 0.17% | 0.22% | 191 | -200 | -1.34% | Q4 2025 | Feb 06, 2026 |
| Wagner Wealth Management, Corp | History | New | 14,590 | 552 | 0.54% | — | 193 | +14,590 | New | Q4 2025 | Feb 12, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 14,597 | 552 | 0.06% | 0.06% | 192 | +112 | 0.77% | Q4 2025 | Jan 08, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | Added to | 14,391 | 544 | 0.18% | 0.18% | 195 | +720 | 5.27% | Q4 2025 | Feb 13, 2026 |
| WEALTH EFFECTS LLC | History | Added to | 14,387 | 544 | 0.17% | 0.18% | 194 | +4 | 0.03% | Q4 2025 | Jan 26, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 14,291 | 541 | 0.06% | 0.06% | 196 | +65 | 0.46% | Q4 2025 | Jan 20, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 14,059 | 532 | 0.02% | 0.02% | 197 | +753 | 5.66% | Q4 2025 | Feb 13, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 14,056 | 532 | 0.11% | 0.18% | 198 | -148 | -1.04% | Q4 2025 | Feb 12, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | New | 14,030 | 531 | 0.03% | — | 199 | +14,030 | New | Q4 2025 | Feb 09, 2026 |
| Sovran Advisors, LLC | History | Reduced | 13,584 | 530 | 0.05% | 0.05% | 200 | -457 | -3.25% | Q4 2025 | Jan 20, 2026 |
| HRT FINANCIAL LP | History | Reduced | 13,923 | 527 | 0.0% | 0.0% | 201 | -6,874 | -33.05% | Q4 2025 | Feb 12, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 13,754 | 520 | 0.12% | 0.11% | 202 | -384 | -2.72% | Q4 2025 | Feb 02, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 13,679 | 518 | 0.0% | 0.0% | 203 | +7 | 0.05% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | New | 13,638 | 516 | 0.02% | — | 204 | +13,638 | New | Q4 2025 | Feb 13, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Added to | 13,288 | 503 | 0.26% | 0.26% | 205 | +232 | 1.78% | Q4 2025 | Feb 17, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 13,127 | 497 | 0.03% | 0.03% | 206 | +2 | 0.02% | Q4 2025 | Jan 16, 2026 |
| IFP Advisors, Inc | History | Reduced | 13,092 | 495 | 0.01% | 0.01% | 207 | -634 | -4.62% | Q4 2025 | Feb 06, 2026 |
| Moors & Cabot, Inc. | History | Added to | 12,851 | 486 | 0.02% | 0.02% | 208 | +19 | 0.15% | Q4 2025 | Feb 10, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 12,650 | 479 | 0.01% | 0.01% | 209 | -379 | -2.91% | Q4 2025 | Feb 02, 2026 |
| Pathstone Holdings, LLC | History | New | 12,500 | 473 | 0.0% | — | 210 | +12,500 | New | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 12,471 | 472 | 0.0% | 0.0% | 211 | +3,472 | 38.58% | Q4 2025 | Feb 10, 2026 |
| Wedmont Private Capital | History | Reduced | 12,560 | 470 | 0.02% | 0.03% | 212 | -11,853 | -48.55% | Q4 2025 | Jan 08, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 12,363 | 468 | 0.17% | 0.13% | 213 | +2,756 | 28.69% | Q4 2025 | Jan 26, 2026 |
| Castle Rock Wealth Management, LLC | History | No change | 11,580 | 467 | 0.1% | 0.1% | 214 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CWM, LLC | History | Reduced | 12,302 | 466 | 0.0% | 0.0% | 215 | -184 | -1.47% | Q4 2025 | Jan 26, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 12,014 | 454 | 0.0% | 0.0% | 216 | +4,449 | 58.81% | Q4 2025 | Feb 12, 2026 |
| BROWN ADVISORY INC | History | Added to | 11,979 | 453 | 0.0% | 0.0% | 217 | +60 | 0.5% | Q4 2025 | Feb 13, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | New | 11,659 | 441 | 0.12% | — | 218 | +11,659 | New | Q4 2025 | Feb 04, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Added to | 11,542 | 437 | 0.29% | 0.29% | 219 | +79 | 0.69% | Q4 2025 | Jan 22, 2026 |
| 10Elms LLP | History | No change | 11,343 | 429 | 0.39% | 0.39% | 220 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 11,297 | 427 | 0.02% | 0.01% | 221 | +4,822 | 74.47% | Q4 2025 | Mar 04, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 11,132 | 421 | 0.03% | 0.03% | 222 | +1,209 | 12.18% | Q4 2025 | Feb 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 11,012 | 417 | 0.0% | 0.0% | 223 | -52,642 | -82.7% | Q4 2025 | Feb 17, 2026 |
| Compound Planning, Inc. | History | Added to | 10,816 | 409 | 0.01% | 0.01% | 225 | +258 | 2.44% | Q4 2025 | Feb 19, 2026 |
| Ballew Advisors, Inc | History | Reduced | 10,655 | 409 | 0.23% | 0.23% | 224 | -100 | -0.93% | Q4 2025 | Jan 14, 2026 |
| ProVise Management Group, LLC | History | No change | 10,644 | 403 | 0.03% | 0.03% | 226 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MTM Investment Management, LLC | History | No change | 10,477 | 396 | 0.13% | 0.13% | 227 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| IFG Advisory, LLC | History | Added to | 10,298 | 389 | 0.02% | 0.02% | 228 | +3 | 0.03% | Q4 2025 | Feb 10, 2026 |
| Allworth Financial LP | History | New | 9,925 | 375 | 0.0% | — | 229 | +9,925 | New | Q4 2025 | Feb 05, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 9,917 | 375 | 0.12% | 0.13% | 230 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 9,848 | 372 | 0.04% | 0.03% | 231 | +2,313 | 30.7% | Q4 2025 | Jan 26, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 9,839 | 372 | 0.25% | 0.29% | 232 | -952 | -8.82% | Q4 2025 | Jan 14, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 9,753 | 369 | 0.02% | 0.03% | 233 | -146 | -1.47% | Q4 2025 | Apr 02, 2026 |
| CHOREO, LLC | History | No change | 9,503 | 363 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| RPg Family Wealth Advisory, LLC | History | Reduced | 9,574 | 362 | 0.08% | 0.09% | 235 | -779 | -7.52% | Q4 2025 | Feb 13, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 9,476 | 358 | 0.07% | 0.09% | 236 | -2,255 | -19.22% | Q4 2025 | Feb 12, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | Added to | 9,429 | 357 | 0.12% | 0.12% | 237 | +75 | 0.8% | Q4 2025 | Jan 12, 2026 |
| GM Advisory Group, LLC | History | Added to | 9,384 | 355 | 0.01% | 0.01% | 238 | +585 | 6.65% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 9,078 | 343 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Creative Planning | History | Reduced | 9,007 | 341 | 0.0% | 0.0% | 240 | -499 | -5.25% | Q4 2025 | Feb 17, 2026 |
| Western Wealth Management, LLC | History | Added to | 8,974 | 339 | 0.02% | 0.02% | 241 | +331 | 3.83% | Q4 2025 | Feb 05, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | New | 8,898 | 336 | 0.07% | — | 242 | +8,898 | New | Q4 2025 | Feb 13, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 8,617 | 326 | 0.02% | 0.02% | 243 | +61 | 0.71% | Q4 2025 | Feb 03, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 8,503 | 322 | 0.01% | 0.01% | 244 | -1,296 | -13.23% | Q4 2025 | Feb 05, 2026 |
| Risk Paradigm Group, LLC | History | New | 8,408 | 318 | 0.31% | — | 245 | +8,408 | New | Q4 2025 | Feb 17, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 8,303 | 314 | 0.0% | 0.0% | 246 | -154 | -1.82% | Q4 2025 | Jan 12, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 8,300 | 314 | 0.04% | 0.04% | 247 | +63 | 0.76% | Q4 2025 | Jan 12, 2026 |
| Intrua Financial, LLC | History | Reduced | 8,239 | 312 | 0.03% | 0.04% | 248 | -901 | -9.86% | Q4 2025 | Feb 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 8,208 | 310 | 0.0% | 0.0% | 249 | -7,283 | -47.01% | Q4 2025 | Feb 06, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 8,139 | 308 | 0.0% | 0.0% | 250 | -34 | -0.42% | Q4 2025 | Jan 20, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 8,032 | 304 | 0.11% | 0.13% | 251 | -777 | -8.82% | Q4 2025 | Jan 12, 2026 |
| Curi Capital, LLC | History | Added to | 7,554 | 286 | 0.0% | 0.01% | 252 | +21 | 0.28% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Reduced | 7,418 | 280 | 0.0% | 0.0% | 253 | -949 | -11.34% | Q4 2025 | Feb 17, 2026 |
| Apollon Wealth Management, LLC | History | No change | 7,358 | 278 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Composition Wealth, LLC | History | Added to | 7,255 | 274 | 0.0% | 0.0% | 255 | +48 | 0.67% | Q4 2025 | Feb 02, 2026 |
| Atria Investments, Inc | History | Reduced | 7,181 | 271 | 0.0% | 0.0% | 257 | -2,693 | -27.27% | Q4 2025 | Feb 05, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 7,159 | 271 | 0.01% | 0.01% | 256 | -1,391 | -16.27% | Q4 2025 | Feb 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 7,112 | 269 | 0.02% | 0.02% | 258 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SAXON INTERESTS, INC. | History | No change | 7,024 | 266 | 0.09% | 0.1% | 259 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Canvas Wealth Advisors, LLC | History | No change | 7,020 | 265 | 0.04% | 0.05% | 260 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 6,900 | 261 | 0.03% | 0.03% | 261 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 6,834 | 259 | 0.0% | 0.0% | 262 | +8 | 0.12% | Q4 2025 | Jan 05, 2026 |
| Artemis Wealth Advisors, LLC | History | Added to | 6,807 | 257 | 0.04% | 0.03% | 263 | +52 | 0.77% | Q4 2025 | Feb 13, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Reduced | 6,780 | 256 | 0.13% | 0.18% | 266 | -1,955 | -22.38% | Q4 2025 | Feb 09, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 6,785 | 256 | 0.02% | 0.02% | 265 | +476 | 7.54% | Q4 2025 | Feb 03, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 6,775 | 256 | 0.02% | 0.02% | 264 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 6,650 | 251 | 0.0% | 0.0% | 267 | +125 | 1.92% | Q4 2025 | Feb 12, 2026 |
| Beck Bode, LLC | History | Reduced | 6,506 | 246 | 0.04% | 0.05% | 268 | -1,303 | -16.69% | Q4 2025 | Feb 09, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Added to | 6,477 | 245 | 0.11% | 0.1% | 269 | +858 | 15.27% | Q4 2025 | Jan 26, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | New | 6,387 | 241 | 0.13% | — | 270 | +6,387 | New | Q4 2025 | Feb 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 6,363 | 240 | 0.0% | 0.0% | 271 | -485 | -7.08% | Q4 2025 | Feb 10, 2026 |
| CreativeOne Wealth, LLC | History | New | 6,153 | 233 | 0.01% | — | 272 | +6,153 | New | Q4 2025 | Feb 13, 2026 |
| Clark Asset Management, LLC | History | New | 6,119 | 231 | 0.02% | — | 273 | +6,119 | New | Q4 2025 | Jan 27, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 6,000 | 227 | 0.01% | 0.02% | 275 | -1,149 | -16.07% | Q4 2025 | Feb 04, 2026 |
| AE Wealth Management LLC | History | Added to | 6,000 | 227 | 0.0% | 0.0% | 274 | +787 | 15.1% | Q4 2025 | Jan 26, 2026 |
| Summit Financial, LLC | History | Reduced | 5,962 | 225 | 0.0% | 0.01% | 276 | -3,855 | -39.27% | Q4 2025 | Feb 13, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 5,949 | 225 | 0.1% | 0.1% | 277 | +381 | 6.84% | Q4 2025 | Feb 09, 2026 |
| Cerity Partners LLC | History | New | 5,915 | 224 | 0.0% | — | 278 | +5,915 | New | Q4 2025 | Feb 11, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Reduced | 5,900 | 223 | 0.14% | 0.15% | 279 | -140 | -2.32% | Q4 2025 | Feb 04, 2026 |
| Harvest Investment Services, LLC | History | New | 5,887 | 222 | 0.04% | — | 281 | +5,887 | New | Q4 2025 | Feb 17, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 5,881 | 222 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Ardent Capital Management, Inc. | History | No change | 5,870 | 222 | 0.09% | 0.09% | 282 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Quadrature Capital Ltd | History | New | 5,840 | 221 | 0.0% | — | 284 | +5,840 | New | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 5,837 | 221 | 0.0% | 0.0% | 283 | -1,907 | -24.63% | Q4 2025 | Feb 17, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 5,785 | 219 | 0.0% | 0.01% | 286 | -2,224 | -27.77% | Q4 2025 | Jan 16, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 5,801 | 219 | 0.07% | 0.07% | 285 | -40 | -0.68% | Q4 2025 | Feb 03, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 5,753 | 217 | 0.01% | 0.01% | 287 | -209 | -3.51% | Q4 2025 | Feb 10, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 5,721 | 216 | 0.04% | 0.04% | 288 | +27 | 0.47% | Q4 2025 | Feb 12, 2026 |
| CHAPIN DAVIS, INC. | History | No change | 5,636 | 213 | 0.05% | 0.05% | 289 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | No change | 5,634 | 213 | 0.1% | 0.11% | 290 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NewEdge Wealth, LLC | History | No change | 5,589 | 211 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 5,547 | 210 | 0.0% | 0.0% | 292 | -238 | -4.11% | Q4 2025 | Feb 13, 2026 |
| Allen Capital Group, LLC | History | No change | 5,516 | 208 | 0.02% | 0.02% | 293 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 5,422 | 205 | 0.03% | 0.04% | 294 | -760 | -12.29% | Q4 2025 | Jan 09, 2026 |
| GAMMA Investing LLC | History | Added to | 4,948 | 187 | 0.01% | 0.01% | 295 | +2,000 | 67.84% | Q4 2025 | Jan 05, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 4,851 | 183 | 0.01% | 0.02% | 296 | -545 | -10.1% | Q4 2025 | Jan 29, 2026 |
| Larson Financial Group LLC | History | Added to | 3,678 | 139 | 0.0% | 0.0% | 297 | +9 | 0.25% | Q4 2025 | Feb 06, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 3,540 | 134 | 0.01% | 0.01% | 298 | -8 | -0.23% | Q4 2025 | Jan 21, 2026 |
| Register Financial Advisors LLC | History | Reduced | 3,499 | 132 | 0.05% | 0.05% | 299 | -35 | -0.99% | Q4 2025 | Jan 21, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | No change | 3,305 | 125 | 0.18% | 0.22% | 300 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 3,295 | 124 | 0.0% | 0.0% | 301 | +302 | 10.09% | Q4 2025 | Feb 11, 2026 |
| Clearstead Trust, LLC | History | No change | 3,000 | 113 | 0.02% | 0.02% | 302 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 2,734 | 103 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 2,403 | 91 | 0.07% | — | 304 | +2,403 | New | Q4 2025 | Feb 11, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 2,361 | 89 | 0.05% | 0.05% | 305 | -323 | -12.03% | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | No change | 2,260 | 85 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| EASTERN BANK | History | No change | 2,080 | 78 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CX Institutional | History | New | 1,864 | 71 | 0.0% | — | 308 | +1,864 | New | Q4 2025 | Feb 02, 2026 |
| ORG Wealth Partners, LLC | History | No change | 1,900 | 71 | 0.02% | 0.02% | 309 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| REAP Financial Group, LLC | History | Reduced | 1,871 | 70 | 0.01% | 0.02% | 310 | -109 | -5.51% | Q4 2025 | Feb 10, 2026 |
| Topsail Wealth Management, LLC | History | No change | 1,800 | 68 | 0.01% | 0.01% | 311 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Versant Capital Management, Inc | History | Reduced | 1,693 | 64 | 0.01% | 0.01% | 312 | -87 | -4.89% | Q4 2025 | Jan 08, 2026 |
| Hoese & Co LLP | History | New | 1,685 | 63 | 0.04% | — | 313 | +1,685 | New | Q4 2025 | Jan 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,600 | 60 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Solstein Capital, LLC | History | No change | 1,317 | 49 | 0.02% | 0.01% | 315 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,189 | 45 | 0.0% | 0.0% | 316 | +9 | 0.76% | Q4 2025 | Jan 20, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 1,006 | 38 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Sound Income Strategies, LLC | History | Added to | 952 | 37 | 0.0% | — | 320 | +950 | 47500.0% | Q4 2025 | Jan 21, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 1,000 | 37 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Parallel Advisors, LLC | History | No change | 1,000 | 37 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ASSETMARK, INC | History | Added to | 972 | 36 | 0.0% | 0.0% | 321 | +406 | 71.73% | Q4 2025 | Jan 23, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 955 | 36 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 925 | 35 | 0.0% | 0.0% | 323 | +7 | 0.76% | Q4 2025 | Feb 10, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 922 | 34 | 0.01% | 0.02% | 324 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 897 | 33 | 0.0% | — | 326 | +897 | New | Q4 2025 | Feb 09, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 879 | 33 | 0.01% | 0.01% | 325 | +3 | 0.34% | Q4 2025 | Jan 22, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 825 | 31 | 0.0% | — | 327 | +825 | New | Q4 2025 | Jan 30, 2026 |
| CITY HOLDING CO | History | Reduced | 800 | 30 | 0.0% | 0.01% | 328 | -500 | -38.46% | Q4 2025 | Jan 22, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 690 | 28 | 0.02% | 0.02% | 329 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 735 | 27 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Decker Retirement Planning Inc. | History | No change | 717 | 27 | 0.01% | 0.01% | 331 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 702 | 26 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| US BANCORP \DE\ | History | Added to | 616 | 23 | 0.0% | 0.0% | 333 | +144 | 30.51% | Q4 2025 | Jan 30, 2026 |
| Truvestments Capital LLC | History | Added to | 566 | 21 | 0.0% | 0.0% | 334 | +131 | 30.11% | Q4 2025 | Feb 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 545 | 20 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 500 | 18 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 447 | 16 | 0.0% | 0.0% | 338 | -367 | -45.09% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 438 | 16 | 0.0% | 0.0% | 337 | +3 | 0.69% | Q4 2025 | Feb 12, 2026 |
| Key FInancial Inc | History | Reduced | 408 | 15 | 0.0% | 0.0% | 339 | -17 | -4.0% | Q4 2025 | Feb 09, 2026 |
| BOKF, NA | History | Added to | 362 | 13 | 0.0% | 0.0% | 340 | +248 | 217.54% | Q4 2025 | Feb 03, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 348 | 13 | 0.0% | 0.0% | 341 | -96 | -21.62% | Q4 2025 | Feb 03, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 328 | 12 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 313 | 11 | 0.0% | — | 343 | +313 | New | Q4 2025 | Jan 21, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 278 | 10 | 0.0% | 0.0% | 345 | +2 | 0.72% | Q4 2025 | Jan 21, 2026 |
| Salomon & Ludwin, LLC | History | No change | 275 | 10 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| MidFirst Bank | History | New | 247 | 9 | 0.0% | — | 348 | +247 | New | Q4 2025 | Feb 25, 2026 |
| MAI Capital Management | History | No change | 259 | 9 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 250 | 9 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Triumph Capital Management | History | New | 219 | 8 | 0.0% | — | 349 | +219 | New | Q4 2025 | Feb 12, 2026 |
| Center for Financial Planning, Inc. | History | New | 208 | 7 | 0.0% | — | 353 | +208 | New | Q4 2025 | Feb 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 190 | 7 | 0.0% | 0.0% | 350 | -117 | -38.11% | Q4 2025 | Feb 06, 2026 |
| North Star Investment Management Corp. | History | Added to | 204 | 7 | 0.0% | 0.0% | 352 | +2 | 0.99% | Q4 2025 | Jan 30, 2026 |
| CITIGROUP INC | History | Reduced | 200 | 7 | 0.0% | 0.0% | 351 | -1 | -0.5% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 183 | 6 | 0.0% | 0.0% | 354 | +154 | 531.03% | Q4 2025 | Feb 13, 2026 |
| Caitlin John, LLC | History | No change | 159 | 6 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 150 | 5 | 0.0% | 0.01% | 356 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| LRI Investments, LLC | History | New | 129 | 4 | 0.0% | — | 357 | +129 | New | Q4 2025 | Feb 04, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 106 | 4 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Rossby Financial, LCC | History | No change | 132 | 4 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BROOKFIELD Corp /ON/ | History | New | 101 | 3 | 0.0% | — | 360 | +101 | New | Q4 2025 | Feb 13, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 86 | 3 | 0.0% | — | 361 | +86 | New | Q4 2025 | Jan 26, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 57 | 2 | 0.0% | 0.0% | 362 | -17 | -22.97% | Q4 2025 | Feb 17, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 77 | 2 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Signature Equity Partners, LLC | History | New | 28 | 1 | 0.0% | — | 367 | +28 | New | Q4 2025 | Feb 17, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 50 | 1 | 0.0% | 0.0% | 364 | -9 | -15.25% | Q4 2025 | Jan 14, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 44 | 1 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Covestor Ltd | History | No change | 23 | 1 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Forefront Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 2.5% | — | -259,434 | -100.0% | Q3 2025 | Oct 20, 2025 |
| ARVEST INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.93% | — | -168,447 | -100.0% | Q3 2025 | Oct 14, 2025 |
| WORLD EQUITY GROUP, INC. | History | Closed out | 0 | 0 | — | 0.47% | — | -53,971 | -100.0% | Q3 2025 | Oct 24, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -39,179 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,415 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -9,612 | -100.0% | Q3 2025 | Nov 13, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -8,190 | -100.0% | Q3 2025 | Oct 21, 2025 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,547 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisors Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,250 | -100.0% | Q3 2025 | Nov 07, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,028 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Glassman Wealth Services | History | Closed out | 0 | 0 | — | 0.02% | — | -2,856 | -100.0% | Q3 2025 | Nov 10, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -588 | -100.0% | Q3 2025 | Oct 07, 2025 |
| TUCKER ASSET MANAGEMENT LLC | History | Reduced | 12 | 0 | — | 0.01% | — | -568 | -97.93% | Q4 2025 | Feb 05, 2026 |
| Clean Yield Group | History | Closed out | 0 | 0 | — | 0.0% | — | -429 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -328 | -100.0% | Q3 2025 | Oct 23, 2025 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -166 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -128 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Nemes Rush Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -126 | -100.0% | Q3 2025 | Nov 13, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q3 2025 | Jan 12, 2026 |
| FIRST HORIZON CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -54 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Motiv8 Investments LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 13, 2026 |
| New Millennium Group LLC | History | Reduced | 5 | 0 | — | — | — | -1 | -16.67% | Q4 2025 | Feb 06, 2026 |