VanEck ETF Trust - FLTR
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Wealthfront Advisers LLC | History | Reduced | 4,748,728 | 120,997 | 0.27% | 0.3% | 1 | -187,687 | -3.8% | Q4 2025 | Jan 30, 2026 |
| LPL Financial LLC | History | Reduced | 4,563,701 | 116,283 | 0.03% | 0.03% | 2 | -15,121 | -0.33% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 4,539,629 | 115,669 | 0.02% | 0.02% | 3 | +37,828 | 0.84% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 4,042,078 | 102,992 | 10.75% | 13.33% | 4 | -408,006 | -9.17% | Q4 2025 | Feb 13, 2026 |
| Kensington Asset Management, LLC | History | Added to | 2,589,451 | 65,901 | 3.41% | 3.29% | 5 | +442,359 | 20.6% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Reduced | 2,086,413 | 53,161 | 0.0% | 0.0% | 6 | -109,901 | -5.0% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,957,906 | 49,887 | 0.02% | 0.02% | 7 | +77,822 | 4.14% | Q4 2025 | Feb 18, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,571,460 | 40,040 | 0.0% | 0.0% | 8 | +89,785 | 6.06% | Q4 2025 | Feb 17, 2026 |
| Fusion Capital, LLC | History | Added to | 1,412,133 | 35,981 | 10.12% | 10.13% | 9 | +49,131 | 3.6% | Q4 2025 | Feb 04, 2026 |
| Virtue Capital Management, LLC | History | Added to | 1,161,111 | 29,596 | 4.56% | 0.08% | 10 | +1,152,761 | 13805.52% | Q4 2025 | Feb 18, 2026 |
| UBS Group AG | History | Reduced | 1,004,361 | 25,591 | 0.0% | 0.0% | 11 | -28,040 | -2.72% | Q4 2025 | Jan 29, 2026 |
| Creative Planning | History | Reduced | 844,528 | 21,518 | 0.02% | 0.02% | 12 | -64,918 | -7.14% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 779,053 | 19,638 | 0.0% | 0.0% | 13 | +143,295 | 22.54% | Q4 2025 | Feb 17, 2026 |
| Twelve Points Wealth Management LLC | History | Added to | 751,841 | 19,171 | 4.32% | 3.59% | 14 | +187,621 | 33.25% | Q4 2025 | Jan 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 607,138 | 15,469 | 0.04% | 0.04% | 15 | +46,863 | 8.36% | Q4 2025 | Feb 13, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 604,527 | 15,403 | 0.94% | 0.94% | 16 | +16,922 | 2.88% | Q4 2025 | Feb 13, 2026 |
| LANE BROTHERS & CO INC | History | New | 588,788 | 15,002 | 10.86% | — | 17 | +588,788 | New | Q4 2025 | Mar 13, 2026 |
| White Pine Investment CO | History | Added to | 533,046 | 13,582 | 3.2% | 3.17% | 18 | +10,795 | 2.07% | Q4 2025 | Jan 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 532,119 | 13,558 | 0.04% | 0.03% | 19 | +35,559 | 7.16% | Q4 2025 | Feb 05, 2026 |
| Demars Financial Group, LLC | History | Added to | 521,713 | 13,293 | 4.45% | 4.5% | 20 | +14,081 | 2.77% | Q4 2025 | Jan 22, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 469,311 | 11,958 | 0.66% | 0.61% | 21 | +51,736 | 12.39% | Q4 2025 | Jan 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 468,070 | 11,926 | 0.0% | 0.0% | 22 | +56,646 | 13.77% | Q4 2025 | Feb 10, 2026 |
| Corient Private Wealth LLC | History | New | 457,087 | 11,646 | 0.02% | — | 23 | +457,087 | New | Q4 2025 | Mar 09, 2026 |
| Ocean Park Asset Management, LLC | History | No change | 412,000 | 10,497 | 0.49% | 0.43% | 24 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 406,878 | 10,367 | 0.15% | 0.16% | 25 | -14,750 | -3.5% | Q4 2025 | Feb 09, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Reduced | 395,881 | 10,087 | 2.76% | 3.23% | 26 | -42,112 | -9.61% | Q4 2025 | Jan 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 393,654 | 10,030 | 0.01% | 0.02% | 27 | -159,351 | -28.82% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 372,783 | 9,498 | 0.01% | 0.01% | 28 | +39,338 | 11.8% | Q4 2025 | Feb 17, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 352,937 | 8,992 | 0.21% | — | 29 | +352,937 | New | Q4 2025 | Feb 17, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 345,063 | 8,792 | 0.57% | 0.56% | 30 | +19,433 | 5.97% | Q4 2025 | Feb 18, 2026 |
| Anson Capital, Inc. | History | Reduced | 342,980 | 8,739 | 6.36% | 6.67% | 31 | -4,818 | -1.39% | Q4 2025 | Feb 04, 2026 |
| Bensler, LLC | History | Reduced | 340,956 | 8,687 | 0.87% | 0.96% | 32 | -18,602 | -5.17% | Q4 2025 | Feb 04, 2026 |
| Deseret Mutual Benefit Administrators | History | Reduced | 337,995 | 8,612 | 3.67% | 5.67% | 33 | -188,804 | -35.84% | Q4 2025 | Feb 11, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 331,628 | 8,449 | 0.54% | 0.71% | 34 | -88,289 | -21.03% | Q4 2025 | Feb 05, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 330,279 | 8,415 | 0.01% | 0.01% | 35 | +35,113 | 11.9% | Q4 2025 | Feb 13, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 327,107 | 8,334 | 2.75% | 2.54% | 36 | +41,925 | 14.7% | Q4 2025 | Feb 17, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 283,680 | 7,250 | 0.83% | 0.79% | 37 | +30,457 | 12.03% | Q4 2025 | Feb 03, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 284,137 | 7,239 | 0.05% | — | 38 | +284,137 | New | Q4 2025 | Feb 18, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 270,217 | 6,885 | 0.01% | 0.03% | 39 | -703,464 | -72.25% | Q4 2025 | Feb 12, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 260,339 | 6,633 | 0.49% | 0.52% | 40 | +25,071 | 10.66% | Q4 2025 | Feb 02, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 253,247 | 6,452 | 0.16% | 0.16% | 41 | +3,885 | 1.56% | Q4 2025 | Jan 28, 2026 |
| Montis Financial, LLC | History | Added to | 205,619 | 5,239 | 1.04% | 1.11% | 42 | +17,645 | 9.39% | Q4 2025 | Feb 11, 2026 |
| CWC Advisors, LLC. | History | Added to | 202,737 | 5,165 | 2.49% | 2.39% | 43 | +11,562 | 6.05% | Q4 2025 | Jan 26, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 199,413 | 5,081 | 0.04% | — | 44 | +199,413 | New | Q4 2025 | Feb 18, 2026 |
| WealthShield Partners, LLC | History | Reduced | 198,962 | 5,069 | 0.56% | 0.96% | 45 | -132,322 | -39.94% | Q4 2025 | Feb 03, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 196,493 | 5,006 | 0.16% | 0.17% | 46 | +5,846 | 3.07% | Q4 2025 | Feb 13, 2026 |
| KFA Private Wealth Group, LLC | History | Reduced | 192,820 | 4,913 | 1.19% | 1.49% | 47 | -11,400 | -5.58% | Q4 2025 | Jan 07, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 189,138 | 4,819 | 0.29% | 0.33% | 48 | -10,108 | -5.07% | Q4 2025 | Feb 17, 2026 |
| All Terrain Financial Advisors, LLC | History | Added to | 181,622 | 4,627 | 1.07% | 1.14% | 49 | +2,892 | 1.62% | Q4 2025 | Feb 11, 2026 |
| FRG Family Wealth Advisors LLC | History | No change | 174,570 | 4,448 | 0.69% | 0.72% | 50 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CPC Advisors, LLC | History | Added to | 169,670 | 4,323 | 0.44% | 0.45% | 51 | +2,188 | 1.31% | Q4 2025 | Jan 28, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 165,641 | 4,220 | 0.03% | 0.04% | 52 | -23,638 | -12.49% | Q4 2025 | Feb 17, 2026 |
| High Note Wealth, LLC | History | Reduced | 150,320 | 3,830 | 0.75% | 0.78% | 53 | -1,399 | -0.92% | Q4 2025 | Feb 05, 2026 |
| Redwood Financial Network Corp | History | Reduced | 147,635 | 3,761 | 2.4% | 2.39% | 54 | -308 | -0.21% | Q4 2025 | Feb 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 143,101 | 3,646 | 0.0% | 0.0% | 55 | +26,811 | 23.06% | Q4 2025 | Feb 17, 2026 |
| Kovack Advisors, Inc. | History | Added to | 140,077 | 3,569 | 0.17% | 0.33% | 56 | +1,985 | 1.44% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 137,363 | 3,499 | 0.01% | 0.01% | 57 | +29,622 | 27.49% | Q4 2025 | Feb 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 136,166 | 3,469 | 0.04% | 0.04% | 58 | +1,193 | 0.88% | Q4 2025 | Jan 29, 2026 |
| AlphaCore Capital LLC | History | No change | 135,000 | 3,439 | 0.08% | 0.12% | 59 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 130,232 | 3,318 | 2.46% | 2.51% | 60 | +4,411 | 3.51% | Q4 2025 | Feb 05, 2026 |
| Smith Thornton Advisors LLC | History | Added to | 129,435 | 3,297 | 1.68% | 1.64% | 61 | +7,021 | 5.74% | Q4 2025 | Jan 14, 2026 |
| John A. Wolfe & Associates, Inc. | History | New | 129,147 | 3,290 | 1.78% | — | 62 | +129,147 | New | Q4 2025 | Mar 16, 2026 |
| Equitable Holdings, Inc. | History | Added to | 127,130 | 3,239 | 0.02% | 0.02% | 63 | +19,705 | 18.34% | Q4 2025 | Feb 17, 2026 |
| Sovran Advisors, LLC | History | Reduced | 122,404 | 3,122 | 0.27% | 0.45% | 64 | -78,226 | -38.99% | Q4 2025 | Jan 20, 2026 |
| ROYAL BANK OF CANADA | History | New | 120,443 | 3,069 | 0.0% | — | 65 | +120,443 | New | Q4 2025 | Feb 17, 2026 |
| Yanni & Associates Investment Advisors, LLC | History | New | 119,386 | 3,041 | 3.04% | — | 66 | +119,386 | New | Q4 2025 | Feb 06, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 118,220 | 3,012 | 1.21% | 1.16% | 67 | +854 | 0.73% | Q4 2025 | Feb 11, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 118,181 | 3,011 | 0.45% | 0.51% | 68 | -13,648 | -10.35% | Q4 2025 | Feb 12, 2026 |
| Tidemark, LLC | History | Added to | 117,926 | 3,004 | 0.85% | 0.84% | 69 | +5,249 | 4.66% | Q4 2025 | Feb 10, 2026 |
| &PARTNERS | History | Added to | 117,697 | 2,998 | 0.02% | 0.02% | 70 | +25,436 | 27.57% | Q4 2025 | Feb 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 105,623 | 2,691 | 0.07% | 0.07% | 71 | +2,559 | 2.48% | Q4 2025 | Feb 09, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 104,911 | 2,673 | 0.3% | 0.29% | 72 | +7,225 | 7.4% | Q4 2025 | Jan 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 100,104 | 2,551 | 0.05% | 0.05% | 73 | +4,886 | 5.13% | Q4 2025 | Feb 12, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 98,439 | 2,508 | 0.19% | 0.2% | 74 | +3,446 | 3.63% | Q4 2025 | Jan 09, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 97,341 | 2,480 | 1.08% | 0.98% | 75 | +13,872 | 16.62% | Q4 2025 | Jan 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 94,437 | 2,406 | 0.0% | 0.0% | 76 | -4,184 | -4.24% | Q4 2025 | Feb 10, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 92,331 | 2,349 | 0.16% | 0.04% | 77 | +69,980 | 313.1% | Q4 2025 | Jan 15, 2026 |
| Fortune Financial Group, Inc. | History | New | 79,287 | 2,234 | 2.2% | — | 78 | +79,287 | New | Q4 2025 | Feb 11, 2026 |
| Asset One Wealth Management LLC | History | New | 86,523 | 2,207 | 0.3% | — | 79 | +86,523 | New | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 84,602 | 2,155 | 0.04% | 0.05% | 80 | +5,561 | 7.04% | Q4 2025 | Feb 06, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 78,252 | 1,993 | 0.14% | 0.14% | 81 | +1,282 | 1.67% | Q4 2025 | Feb 12, 2026 |
| North Star Investment Management Corp. | History | Added to | 76,716 | 1,954 | 0.12% | 0.11% | 82 | +11,029 | 16.79% | Q4 2025 | Jan 30, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 70,777 | 1,803 | 0.0% | 0.0% | 83 | +20,973 | 42.11% | Q4 2025 | Feb 11, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 63,764 | 1,624 | 0.02% | 0.02% | 84 | +662 | 1.05% | Q4 2025 | Feb 02, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 63,643 | 1,621 | 0.05% | 0.05% | 85 | +1,450 | 2.33% | Q4 2025 | Jan 09, 2026 |
| Advisor OS, LLC | History | Added to | 61,661 | 1,571 | 0.13% | 0.12% | 86 | +6,700 | 12.19% | Q4 2025 | Feb 04, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 61,548 | 1,568 | 0.04% | 0.06% | 87 | -13,408 | -17.89% | Q4 2025 | Feb 02, 2026 |
| Coppell Advisory Solutions LLC | History | Reduced | 60,586 | 1,541 | 0.15% | 0.17% | 88 | -2,717 | -4.29% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 57,826 | 1,473 | 0.0% | 0.0% | 89 | -11,967 | -17.15% | Q4 2025 | Feb 11, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Added to | 53,314 | 1,358 | 1.18% | 0.23% | 90 | +42,427 | 389.7% | Q4 2025 | Feb 05, 2026 |
| IHT Wealth Management, LLC | History | Added to | 51,211 | 1,304 | 0.03% | 0.02% | 91 | +13,792 | 36.86% | Q4 2025 | Feb 17, 2026 |
| Smith Partners Wealth Management, LLC | History | New | 50,779 | 1,293 | 1.19% | — | 92 | +50,779 | New | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 50,100 | 1,276 | 0.0% | 0.0% | 93 | -77,401 | -60.71% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 49,890 | 1,271 | 0.0% | 0.0% | 94 | -5,681 | -10.22% | Q4 2025 | Mar 16, 2026 |
| Merit Financial Group, LLC | History | Added to | 49,672 | 1,265 | 0.01% | 0.01% | 95 | +14,372 | 40.71% | Q4 2025 | Jan 26, 2026 |
| Optivise Advisory Services LLC | History | Added to | 49,153 | 1,252 | 0.72% | 0.73% | 96 | +1,389 | 2.91% | Q4 2025 | Jan 12, 2026 |
| Keudell/Morrison Wealth Management | History | New | 49,023 | 1,249 | 0.26% | — | 97 | +49,023 | New | Q4 2025 | Feb 06, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 47,144 | 1,201 | 0.02% | 0.03% | 98 | -818 | -1.71% | Q4 2025 | Feb 13, 2026 |
| Opal Wealth Advisors, LLC | History | Reduced | 46,724 | 1,190 | 0.31% | 0.4% | 99 | -9,819 | -17.37% | Q4 2025 | Jan 26, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 45,957 | 1,171 | 1.0% | 0.77% | 100 | +12,495 | 37.34% | Q4 2025 | Jan 26, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 43,519 | 1,108 | 0.07% | 0.06% | 101 | +10,919 | 33.49% | Q4 2025 | Feb 03, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 42,819 | 1,091 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| PFG Advisors | History | Reduced | 41,330 | 1,053 | 0.05% | 0.05% | 103 | -2,894 | -6.54% | Q4 2025 | Jan 27, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 41,107 | 1,047 | 0.04% | 0.07% | 104 | -16,248 | -28.33% | Q4 2025 | Feb 09, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Reduced | 40,779 | 1,039 | 0.3% | 0.36% | 105 | -4,653 | -10.24% | Q4 2025 | Feb 11, 2026 |
| OneAscent Wealth Management LLC | History | Added to | 40,631 | 1,035 | 0.34% | 0.28% | 106 | +7,445 | 22.43% | Q4 2025 | Feb 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 40,326 | 1,028 | 0.01% | 0.01% | 107 | +7,281 | 22.03% | Q4 2025 | Jan 05, 2026 |
| Advisory Services Network, LLC | History | Added to | 39,189 | 998 | 0.01% | 0.01% | 108 | +4,813 | 14.0% | Q4 2025 | Feb 17, 2026 |
| City Center Advisors, LLC | History | Added to | 39,112 | 996 | 0.92% | 0.81% | 109 | +6,541 | 20.08% | Q4 2025 | Jan 05, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 38,981 | 993 | 0.19% | 0.15% | 110 | +7,007 | 21.91% | Q4 2025 | Jan 28, 2026 |
| Private Advisor Group, LLC | History | Added to | 38,598 | 983 | 0.0% | 0.0% | 111 | +10,782 | 38.76% | Q4 2025 | Feb 17, 2026 |
| Western Wealth Management, LLC | History | Reduced | 37,763 | 962 | 0.04% | 0.06% | 112 | -3,051 | -7.48% | Q4 2025 | Feb 05, 2026 |
| Strait & Sound Wealth Management LLC | History | Reduced | 37,525 | 956 | 0.36% | 0.39% | 113 | -1,880 | -4.77% | Q4 2025 | Feb 04, 2026 |
| Concord Wealth Partners | History | Reduced | 37,510 | 955 | 0.12% | 0.15% | 114 | -4,364 | -10.42% | Q4 2025 | Jan 29, 2026 |
| Blue Trust, Inc. | History | Reduced | 36,697 | 935 | 0.01% | 0.02% | 115 | -35,666 | -49.29% | Q4 2025 | Jan 16, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 35,657 | 908 | 0.0% | 0.0% | 116 | +25,768 | 260.57% | Q4 2025 | Jan 29, 2026 |
| Hilltop Holdings Inc. | History | No change | 35,195 | 896 | 0.05% | 0.05% | 117 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 34,185 | 871 | 0.02% | 0.02% | 118 | -2,279 | -6.25% | Q4 2025 | Feb 17, 2026 |
| Royal Fund Management, LLC | History | Added to | 34,118 | 869 | 0.08% | 0.04% | 119 | +21,505 | 170.5% | Q4 2025 | Jan 15, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 33,800 | 861 | 0.05% | 0.05% | 120 | +5,000 | 17.36% | Q4 2025 | Feb 11, 2026 |
| Betterment LLC | History | Added to | 33,579 | 856 | 0.0% | 0.0% | 121 | +374 | 1.13% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 33,085 | 843 | 0.0% | 0.0% | 122 | -915 | -2.69% | Q4 2025 | Feb 17, 2026 |
| Pointe Capital Management LLC | History | Reduced | 33,074 | 842 | 0.42% | 0.41% | 123 | -100 | -0.3% | Q4 2025 | Feb 17, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 32,442 | 826 | 0.07% | 0.09% | 124 | -264 | -0.81% | Q4 2025 | Jan 30, 2026 |
| MGO ONE SEVEN LLC | History | No change | 31,865 | 811 | 0.02% | 0.02% | 125 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | Added to | 31,686 | 807 | 0.54% | 0.54% | 126 | +718 | 2.32% | Q4 2025 | Jan 09, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 31,268 | 796 | 0.01% | 0.02% | 127 | -8,040 | -20.45% | Q4 2025 | Jan 16, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 30,270 | 771 | 0.01% | 0.02% | 128 | -4,969 | -14.1% | Q4 2025 | Jan 29, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 29,670 | 755 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Harvest Investment Services, LLC | History | Added to | 28,742 | 732 | 0.14% | 0.15% | 130 | +418 | 1.48% | Q4 2025 | Feb 17, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 27,346 | 696 | 0.04% | 0.05% | 131 | -1,046 | -3.68% | Q4 2025 | Feb 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 26,827 | 683 | 0.0% | 0.0% | 132 | -1,989 | -6.9% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 26,283 | 669 | 0.01% | 0.01% | 133 | +2,063 | 8.52% | Q4 2025 | Jan 23, 2026 |
| Robinhood Asset Management, LLC | History | New | 25,752 | 656 | 0.05% | — | 134 | +25,752 | New | Q4 2025 | Jan 21, 2026 |
| Atria Investments, Inc | History | Added to | 25,393 | 647 | 0.01% | 0.01% | 135 | +28 | 0.11% | Q4 2025 | Feb 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 25,140 | 640 | 0.0% | 0.0% | 136 | -25,585 | -50.44% | Q4 2025 | Jan 08, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | Added to | 24,693 | 629 | 0.27% | 0.3% | 137 | +58 | 0.24% | Q4 2025 | Feb 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 24,490 | 623 | 0.0% | — | 138 | +24,490 | New | Q4 2025 | Feb 18, 2026 |
| Warner Group LLC | History | Reduced | 24,420 | 622 | 0.38% | 1.64% | 139 | -68,586 | -73.74% | Q4 2025 | Feb 06, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 22,502 | 573 | 0.11% | 0.12% | 140 | -1,870 | -7.67% | Q4 2025 | Jan 09, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 22,387 | 570 | 0.0% | 0.0% | 141 | -13 | -0.06% | Q4 2025 | Feb 11, 2026 |
| Mirador Capital Partners LP | History | Reduced | 21,117 | 538 | 0.07% | 0.08% | 142 | -480 | -2.22% | Q4 2025 | Jan 14, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | Reduced | 20,767 | 529 | 0.8% | 1.17% | 143 | -12,183 | -36.97% | Q4 2025 | Feb 06, 2026 |
| Brookstone Capital Management | History | Added to | 20,587 | 524 | 0.01% | 0.01% | 144 | +89 | 0.43% | Q4 2025 | Jan 15, 2026 |
| Centurion Wealth Management LLC | History | No change | 20,000 | 509 | 0.11% | 0.12% | 145 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Integrated Advisors Network LLC | History | Added to | 19,250 | 490 | 0.02% | 0.02% | 146 | +530 | 2.83% | Q4 2025 | Feb 17, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 19,008 | 484 | 0.34% | 0.35% | 148 | +213 | 1.13% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 19,000 | 484 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Running Point Capital Advisors, LLC | History | Reduced | 18,446 | 469 | 0.13% | 0.13% | 149 | -387 | -2.05% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 18,147 | 462 | 0.01% | 0.01% | 150 | +2,792 | 18.18% | Q4 2025 | Feb 06, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | New | 18,054 | 460 | 0.01% | — | 151 | +18,054 | New | Q4 2025 | Feb 09, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 17,649 | 449 | 0.07% | 0.08% | 152 | -282 | -1.57% | Q4 2025 | Jan 14, 2026 |
| Concord Asset Management, LLC/VA | History | Reduced | 17,608 | 448 | 0.08% | 0.08% | 153 | -365 | -2.03% | Q4 2025 | Jan 29, 2026 |
| Trevian Wealth Management LLC | History | New | 16,850 | 429 | 0.2% | — | 154 | +16,850 | New | Q4 2025 | Feb 05, 2026 |
| Seelaus Asset Management LLC | History | No change | 16,750 | 426 | 0.34% | 0.34% | 155 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 16,715 | 425 | 0.03% | 0.03% | 156 | -630 | -3.63% | Q4 2025 | Feb 10, 2026 |
| JT Stratford LLC | History | No change | 16,509 | 420 | 0.05% | 0.06% | 157 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Vise Technologies, Inc. | History | No change | 16,285 | 414 | 0.01% | 0.02% | 158 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Root Financial Partners, LLC | History | No change | 16,285 | 414 | 0.02% | 0.03% | 159 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 16,214 | 413 | 0.02% | 0.02% | 160 | +925 | 6.05% | Q4 2025 | Feb 13, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 15,761 | 401 | 0.12% | 0.16% | 161 | -3,924 | -19.93% | Q4 2025 | Jan 26, 2026 |
| Magnus Financial Group LLC | History | New | 15,662 | 399 | 0.03% | — | 162 | +15,662 | New | Q4 2025 | Jan 07, 2026 |
| Systelligence, LLC | History | Reduced | 15,522 | 395 | 0.08% | 0.24% | 163 | -34,426 | -68.92% | Q4 2025 | Jan 22, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 14,111 | 359 | 0.03% | 0.03% | 164 | -1,313 | -8.51% | Q4 2025 | Feb 17, 2026 |
| Wealth Watch Advisors, INC | History | Reduced | 13,390 | 341 | 0.13% | 0.19% | 165 | -4,671 | -25.86% | Q4 2025 | Feb 17, 2026 |
| Matrix Trust Co | History | Reduced | 13,333 | 340 | 0.06% | 0.23% | 166 | -43,693 | -76.62% | Q4 2025 | Jan 13, 2026 |
| GTS SECURITIES LLC | History | New | 13,109 | 334 | 0.01% | — | 167 | +13,109 | New | Q4 2025 | Feb 13, 2026 |
| Heck Capital Advisors, LLC | History | No change | 12,979 | 330 | 0.02% | 0.03% | 168 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 12,816 | 326 | 0.0% | 0.0% | 169 | +1,932 | 17.75% | Q4 2025 | Feb 02, 2026 |
| COMERICA BANK | History | Reduced | 12,681 | 323 | 0.0% | 0.0% | 170 | -841 | -6.22% | Q4 2025 | Jan 29, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Reduced | 12,623 | 321 | 0.09% | 0.12% | 171 | -2,769 | -17.99% | Q4 2025 | Feb 05, 2026 |
| Andrew Hill Investment Advisors, Inc. | History | Reduced | 12,511 | 318 | 0.24% | 0.26% | 172 | -624 | -4.75% | Q4 2025 | Jan 23, 2026 |
| Leo Wealth, LLC | History | No change | 12,000 | 305 | 0.02% | 0.04% | 173 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Callan Family Office, LLC | History | No change | 11,938 | 304 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Greater Midwest Financial Group, LLC | History | Added to | 11,589 | 295 | 0.16% | 0.19% | 175 | +189 | 1.66% | Q4 2025 | Feb 17, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Reduced | 11,496 | 292 | 0.24% | 0.24% | 176 | -14 | -0.12% | Q4 2025 | Jan 20, 2026 |
| Concorde Asset Management, LLC | History | New | 11,277 | 287 | 0.11% | — | 177 | +11,277 | New | Q4 2025 | Feb 13, 2026 |
| NAVELLIER & ASSOCIATES INC | History | New | 11,209 | 285 | 0.03% | — | 178 | +11,209 | New | Q4 2025 | Feb 03, 2026 |
| OneAscent Financial Services LLC | History | New | 11,003 | 280 | 0.03% | — | 179 | +11,003 | New | Q4 2025 | Feb 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 10,946 | 278 | 0.0% | — | 180 | +10,946 | New | Q4 2025 | Mar 25, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 10,850 | 276 | 0.02% | 0.02% | 181 | -350 | -3.13% | Q4 2025 | Feb 10, 2026 |
| Baird Financial Group, Inc. | History | Added to | 10,675 | 271 | 0.0% | 0.0% | 182 | +485 | 4.76% | Q4 2025 | Feb 13, 2026 |
| Sugar Maple Asset Management, LLC | History | Added to | 10,335 | 263 | 0.18% | 0.15% | 183 | +2,032 | 24.47% | Q4 2025 | Jan 20, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 10,318 | 262 | 0.03% | 0.03% | 184 | +167 | 1.65% | Q4 2025 | Jan 23, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 10,147 | 258 | 0.08% | 0.09% | 185 | -1,048 | -9.36% | Q4 2025 | Feb 10, 2026 |
| AE Wealth Management LLC | History | Reduced | 10,060 | 256 | 0.0% | 0.0% | 186 | -16,256 | -61.77% | Q4 2025 | Jan 26, 2026 |
| Meriwether Wealth & Planning, LLC | History | Reduced | 10,074 | 256 | 0.14% | 0.15% | 187 | -132 | -1.29% | Q4 2025 | Jan 14, 2026 |
| WESPAC Advisors, LLC | History | New | 9,951 | 253 | 0.14% | — | 188 | +9,951 | New | Q4 2025 | Jan 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 9,360 | 238 | 0.0% | 0.0% | 189 | +238 | 2.61% | Q4 2025 | Feb 03, 2026 |
| US BANCORP \DE\ | History | No change | 8,990 | 229 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| MGB Wealth Management, LLC | History | Added to | 8,721 | 222 | 0.06% | 0.06% | 191 | +39 | 0.45% | Q4 2025 | Feb 17, 2026 |
| OneAscent Family Office, LLC | History | New | 8,683 | 221 | 0.15% | — | 192 | +8,683 | New | Q4 2025 | Feb 11, 2026 |
| Capital Asset Advisory Services LLC | History | New | 8,450 | 215 | 0.01% | — | 193 | +8,450 | New | Q4 2025 | Jan 09, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 8,450 | 215 | 0.0% | — | 194 | +8,450 | New | Q4 2025 | Feb 19, 2026 |
| Mariner, LLC | History | New | 8,326 | 212 | 0.0% | — | 195 | +8,326 | New | Q4 2025 | Feb 13, 2026 |
| Kaizen Financial Strategies | History | Added to | 8,346 | 212 | 0.09% | 0.09% | 196 | +67 | 0.81% | Q4 2025 | Jan 21, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 8,300 | 211 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 8,134 | 207 | 0.02% | 0.02% | 198 | +132 | 1.65% | Q4 2025 | Jan 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 6,386 | 162 | 0.0% | 0.0% | 199 | +5 | 0.08% | Q4 2025 | Feb 09, 2026 |
| OPTIMA CAPITAL LLC | History | New | 5,088 | 129 | 0.06% | — | 200 | +5,088 | New | Q4 2025 | Jan 23, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 5,000 | 127 | 0.0% | 0.0% | 201 | -5,000 | -50.0% | Q4 2025 | Jan 26, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 4,683 | 119 | 0.0% | — | 202 | +4,683 | New | Q4 2025 | Jan 15, 2026 |
| CENTRAL TRUST Co | History | No change | 4,025 | 102 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Colonial Trust Co / SC | History | No change | 3,528 | 89 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Caitlin John, LLC | History | Reduced | 2,900 | 73 | 0.05% | 0.06% | 205 | -500 | -14.71% | Q4 2025 | Feb 18, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 2,167 | 55 | 0.0% | 0.0% | 206 | +993 | 84.58% | Q4 2025 | Jan 26, 2026 |
| Elevated Capital Advisors, LLC | History | New | 2,130 | 54 | 0.01% | — | 207 | +2,130 | New | Q4 2025 | Jan 27, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 2,000 | 50 | 0.0% | 0.0% | 208 | -16,062 | -88.93% | Q4 2025 | Feb 18, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,848 | 47 | 0.0% | 0.0% | 209 | -3,260 | -63.82% | Q4 2025 | Feb 10, 2026 |
| Family Manage LLC | History | No change | 1,755 | 44 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Signature Equity Partners, LLC | History | New | 1,646 | 41 | 0.02% | — | 211 | +1,646 | New | Q4 2025 | Feb 17, 2026 |
| TSFG, LLC | History | Added to | 1,531 | 39 | 0.01% | 0.01% | 212 | +25 | 1.66% | Q4 2025 | Feb 04, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,414 | 36 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Spire Wealth Management | History | No change | 1,297 | 33 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CIBC Private Wealth Group LLC | History | New | 1,174 | 29 | 0.0% | — | 216 | +1,174 | New | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,170 | 29 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 1,116 | 28 | 0.0% | 0.0% | 217 | +194 | 21.04% | Q4 2025 | Feb 13, 2026 |
| Cresta Advisors, Ltd. | History | New | 960 | 24 | 0.01% | — | 220 | +960 | New | Q4 2025 | Feb 03, 2026 |
| CWM, LLC | History | Reduced | 950 | 24 | 0.0% | 0.0% | 218 | -869 | -47.77% | Q4 2025 | Jan 26, 2026 |
| Bogart Wealth, LLC | History | Reduced | 977 | 24 | 0.0% | 0.0% | 219 | -499 | -33.81% | Q4 2025 | Jan 30, 2026 |
| Allworth Financial LP | History | New | 794 | 20 | 0.0% | — | 221 | +794 | New | Q4 2025 | Feb 05, 2026 |
| ASSETMARK, INC | History | Reduced | 732 | 18 | 0.0% | 0.0% | 222 | -15 | -2.01% | Q4 2025 | Jan 23, 2026 |
| Transce3nd, LLC | History | No change | 651 | 16 | 0.13% | 0.14% | 223 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Triumph Capital Management | History | New | 550 | 14 | 0.0% | — | 225 | +550 | New | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 550 | 14 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 499 | 12 | 0.0% | 0.0% | 226 | +8 | 1.63% | Q4 2025 | Feb 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 400 | 10 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 400 | 10 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 334 | 9 | 0.0% | 0.0% | 229 | -335 | -50.07% | Q4 2025 | Feb 09, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 301 | 7 | 0.0% | 0.0% | 231 | -163 | -35.13% | Q4 2025 | Feb 13, 2026 |
| Biltmore Family Office, LLC | History | No change | 307 | 7 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | No change | 200 | 5 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | No change | 197 | 5 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Front Row Advisors LLC | History | No change | 160 | 4 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Rossby Financial, LCC | History | New | 133 | 3 | 0.0% | — | 237 | +133 | New | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Reduced | 133 | 3 | 0.0% | 0.0% | 235 | -34 | -20.36% | Q4 2025 | Feb 17, 2026 |
| Luminist Capital LLC | History | No change | 147 | 3 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Elequin Capital, LP | History | No change | 106 | 2 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Measured Wealth Private Client Group, LLC | History | New | 65 | 1 | 0.0% | — | 239 | +65 | New | Q4 2025 | Feb 10, 2026 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 1.97% | — | -530,257 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GeoWealth Management, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -195,834 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.1% | — | -142,029 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -128,979 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -62,460 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -25,591 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Claro Advisors Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -13,838 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Brookwood Investment Group LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,350 | -100.0% | Q3 2025 | Oct 21, 2025 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -8,513 | -100.0% | Q3 2025 | Nov 05, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,501 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Colonial River Investments, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -7,940 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,403 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,500 | -100.0% | Q3 2025 | Nov 06, 2025 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -1,230 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Y.D. More Investments Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -1,086 | -100.0% | Q3 2025 | Nov 10, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Oct 07, 2025 |
| TRUST CO OF VERMONT | History | Closed out | 0 | 0 | — | 0.0% | — | -235 | -100.0% | Q3 2025 | Oct 14, 2025 |
| REAP Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -228 | -100.0% | Q3 2025 | Nov 06, 2025 |
| TD Waterhouse Canada Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -79 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Financial Gravity Asset Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -29 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SageView Advisory Group, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 17, 2026 |