FIRST TRUST EXCHANGE-TRADED FUND VII - FTGC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | History | Reduced | 21,527,040 | 500,073 | 0.09% | 0.14% | 1 | -7,760,025 | -26.5% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Reduced | 9,946,675 | 231,061 | 0.01% | 0.02% | 2 | -253,349 | -2.48% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 2,513,491 | 58,388 | 0.02% | 0.02% | 3 | -216,921 | -7.94% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,419,433 | 32,973 | 0.01% | — | 4 | +1,419,433 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 1,373,318 | 31,902 | 0.01% | 0.01% | 5 | +23,761 | 1.76% | Q4 2025 | Jan 29, 2026 |
| Carrera Capital Advisors | History | Added to | 1,071,159 | 24,883 | 4.18% | 4.29% | 6 | +148,930 | 16.15% | Q4 2025 | Jan 30, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 944,969 | 21,951 | 1.18% | 1.3% | 7 | +41,105 | 4.55% | Q4 2025 | Jan 07, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 936,915 | 21,764 | 0.67% | 0.42% | 8 | +422,534 | 82.14% | Q4 2025 | Jan 21, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 875,143 | 20,329 | 0.01% | 0.01% | 9 | +102,390 | 13.25% | Q4 2025 | Feb 18, 2026 |
| Csenge Advisory Group | History | Added to | 869,681 | 20,202 | 0.91% | 0.98% | 10 | +76,281 | 9.61% | Q4 2025 | Feb 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 747,842 | 17,372 | 0.01% | 0.01% | 11 | +98,436 | 15.16% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 712,841 | 16,559 | 0.02% | 0.02% | 12 | +57,309 | 8.74% | Q4 2025 | Feb 12, 2026 |
| &PARTNERS | History | Added to | 698,912 | 16,157 | 0.08% | 0.11% | 13 | +28,358 | 4.23% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 613,879 | 14,260 | 0.0% | 0.0% | 14 | +18,739 | 3.15% | Q4 2025 | Feb 10, 2026 |
| Valmark Advisers, Inc. | History | Added to | 598,655 | 13,906 | 0.17% | 0.2% | 15 | +6,155 | 1.04% | Q4 2025 | Jan 26, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 576,405 | 13,390 | 0.04% | 0.04% | 16 | +13,955 | 2.48% | Q4 2025 | Feb 05, 2026 |
| Bison Wealth, LLC | History | New | 450,926 | 12,928 | 1.45% | — | 17 | +450,926 | New | Q4 2025 | Mar 24, 2026 |
| HFG Wealth Management, LLC | History | Added to | 514,206 | 11,945 | 6.59% | 6.41% | 18 | +58,946 | 12.95% | Q4 2025 | Jan 16, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 512,066 | 11,896 | 0.02% | 0.02% | 19 | -168,655 | -24.78% | Q4 2025 | Feb 17, 2026 |
| Financial Enhancement Group LLC | History | Added to | 479,148 | 11,801 | 1.54% | 1.23% | 20 | +129,417 | 37.0% | Q4 2025 | Jan 23, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 464,568 | 10,791 | 0.19% | 0.15% | 21 | +187,960 | 67.95% | Q4 2025 | Feb 19, 2026 |
| Flaharty Asset Management, LLC | History | Reduced | 454,421 | 10,556 | 1.32% | 3.22% | 22 | -524,260 | -53.57% | Q4 2025 | Feb 06, 2026 |
| Mainsail Financial Group, LLC | History | Added to | 426,949 | 9,918 | 4.13% | 4.61% | 23 | +13,329 | 3.22% | Q4 2025 | Jan 23, 2026 |
| Cetera Investment Advisers | History | Reduced | 426,066 | 9,897 | 0.01% | 0.01% | 24 | -12,793 | -2.92% | Q4 2025 | Feb 17, 2026 |
| Dunhill Financial, LLC | History | Reduced | 376,980 | 8,874 | 2.17% | 2.6% | 25 | -7,478 | -1.95% | Q4 2025 | Jan 29, 2026 |
| Petix & Botte Co | History | Reduced | 357,224 | 8,298 | 1.88% | 2.5% | 26 | -60,818 | -14.55% | Q4 2025 | Feb 05, 2026 |
| Solitude Financial Services | History | Added to | 338,675 | 7,867 | 2.59% | 2.88% | 27 | +13,259 | 4.07% | Q4 2025 | Jan 15, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 312,989 | 7,433 | 0.3% | 0.31% | 28 | +36,381 | 13.15% | Q4 2025 | Jan 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 314,844 | 7,313 | 0.08% | 0.0% | 29 | +305,873 | 3409.58% | Q4 2025 | Jan 23, 2026 |
| ABLE Financial Group, LLC | History | Added to | 314,700 | 7,310 | 1.48% | 1.54% | 30 | +40,342 | 14.7% | Q4 2025 | Jan 23, 2026 |
| Choice Wealth Advisors, LLC | History | Added to | 296,080 | 6,877 | 2.72% | 3.21% | 31 | +6,742 | 2.33% | Q4 2025 | Jan 08, 2026 |
| ARVEST INVESTMENTS, INC. | History | Added to | 256,784 | 5,965 | 0.84% | 0.92% | 32 | +8,292 | 3.34% | Q4 2025 | Jan 20, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 245,580 | 5,704 | 0.22% | 0.24% | 33 | +1,721 | 0.71% | Q4 2025 | Feb 17, 2026 |
| London & Capital Asset Management Ltd | History | New | 225,945 | 5,246 | 0.05% | — | 34 | +225,945 | New | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Reduced | 216,421 | 5,027 | 0.08% | 0.11% | 35 | -43,030 | -16.59% | Q4 2025 | Feb 09, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 209,301 | 4,862 | 0.02% | 0.03% | 36 | -81,227 | -27.96% | Q4 2025 | Feb 18, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 158,398 | 3,679 | 1.14% | 1.32% | 37 | -2,296 | -1.43% | Q4 2025 | Jan 22, 2026 |
| Ethos Financial Group, LLC | History | New | 147,561 | 3,427 | 0.25% | — | 38 | +147,561 | New | Q4 2025 | Jan 20, 2026 |
| CWM, LLC | History | Reduced | 146,095 | 3,394 | 0.01% | 0.05% | 39 | -440,784 | -75.11% | Q4 2025 | Jan 26, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 142,477 | 3,309 | 0.27% | 0.31% | 40 | +2,345 | 1.67% | Q4 2025 | Jan 23, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 142,317 | 3,306 | 0.46% | 0.43% | 41 | +36,672 | 34.71% | Q4 2025 | Jan 21, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 142,111 | 3,301 | 0.01% | 0.03% | 42 | -102,456 | -41.89% | Q4 2025 | Feb 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 139,134 | 3,232 | 0.17% | 0.19% | 43 | +24,300 | 21.16% | Q4 2025 | Jan 26, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 133,728 | 3,106 | 0.19% | 0.22% | 44 | +4,935 | 3.83% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 121,247 | 2,817 | 0.01% | 0.01% | 45 | +36,827 | 43.62% | Q4 2025 | Feb 11, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 118,916 | 2,762 | 0.02% | 0.02% | 46 | -8,577 | -6.73% | Q4 2025 | Jan 29, 2026 |
| CITIGROUP INC | History | Added to | 114,733 | 2,665 | 0.0% | 0.0% | 47 | +18,381 | 19.08% | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 111,292 | 2,585 | 0.03% | 0.04% | 48 | +14,677 | 15.19% | Q4 2025 | Jan 29, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 107,563 | 2,498 | 0.31% | 0.46% | 49 | -30,314 | -21.99% | Q4 2025 | Jan 09, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 106,172 | 2,466 | 0.0% | 0.0% | 50 | +9,604 | 9.95% | Q4 2025 | Feb 02, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 103,664 | 2,408 | 0.02% | 0.02% | 51 | +10,910 | 11.76% | Q4 2025 | Feb 18, 2026 |
| ASSETMARK, INC | History | Added to | 103,544 | 2,405 | 0.0% | 0.0% | 52 | +50,349 | 94.65% | Q4 2025 | Jan 23, 2026 |
| Avestar Capital, LLC | History | New | 103,448 | 2,403 | 0.16% | — | 53 | +103,448 | New | Q4 2025 | Feb 10, 2026 |
| Summit Financial, LLC | History | Reduced | 102,063 | 2,370 | 0.03% | 0.09% | 54 | -117,539 | -53.52% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 98,413 | 2,286 | 0.0% | 0.0% | 55 | -881 | -0.89% | Q4 2025 | Feb 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 96,766 | 2,247 | 0.05% | 0.05% | 56 | +9,112 | 10.4% | Q4 2025 | Feb 09, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 96,574 | 2,243 | 0.49% | — | 57 | +96,574 | New | Q4 2025 | Feb 18, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 90,635 | 2,105 | 0.28% | 0.33% | 58 | -5,058 | -5.29% | Q4 2025 | Feb 10, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 89,471 | 2,078 | 0.0% | 0.0% | 59 | +28,572 | 46.92% | Q4 2025 | Feb 13, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 88,163 | 2,048 | 0.08% | 0.07% | 60 | +48,075 | 119.92% | Q4 2025 | Feb 04, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 86,710 | 2,039 | 0.2% | 0.23% | 61 | +4,755 | 5.8% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 80,163 | 1,862 | 0.01% | 0.02% | 62 | +645 | 0.81% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 75,647 | 1,757 | 0.0% | 0.01% | 63 | -24,751 | -24.65% | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 75,037 | 1,743 | 0.01% | 0.01% | 64 | +12,593 | 20.17% | Q4 2025 | Feb 17, 2026 |
| Corundum Group, Inc. | History | Reduced | 70,451 | 1,636 | 0.55% | 0.78% | 65 | -3,128 | -4.25% | Q4 2025 | Jan 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 69,636 | 1,617 | 0.01% | 0.01% | 66 | +2,628 | 3.92% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 69,608 | 1,616 | 0.02% | 0.03% | 67 | -1,003 | -1.42% | Q4 2025 | Feb 12, 2026 |
| Western Wealth Management, LLC | History | Added to | 69,499 | 1,614 | 0.07% | 0.05% | 68 | +31,158 | 81.27% | Q4 2025 | Feb 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 69,413 | 1,612 | 0.02% | 0.02% | 69 | -68 | -0.1% | Q4 2025 | Jan 29, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 68,607 | 1,593 | 0.0% | 0.0% | 70 | -4,018 | -5.53% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 66,459 | 1,543 | 0.0% | 0.0% | 71 | +10,481 | 18.72% | Q4 2025 | Feb 17, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 65,269 | 1,516 | 0.43% | 0.77% | 72 | -36,623 | -35.94% | Q4 2025 | Feb 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 64,485 | 1,498 | 0.0% | 0.0% | 73 | +972 | 1.53% | Q4 2025 | Feb 11, 2026 |
| Arkadios Wealth Advisors | History | Added to | 61,288 | 1,423 | 0.03% | 0.04% | 74 | +4,849 | 8.59% | Q4 2025 | Feb 13, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Added to | 59,357 | 1,378 | 0.3% | 0.33% | 75 | +2,165 | 3.79% | Q4 2025 | Jan 20, 2026 |
| Aspect Partners, LLC | History | Added to | 56,552 | 1,313 | 0.57% | 0.28% | 76 | +32,421 | 134.35% | Q4 2025 | Jan 23, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 56,228 | 1,306 | 0.89% | 1.11% | 77 | -6,035 | -9.69% | Q4 2025 | Jan 22, 2026 |
| COMERICA BANK | History | Reduced | 55,587 | 1,291 | 0.01% | 0.01% | 78 | -10,565 | -15.97% | Q4 2025 | Jan 29, 2026 |
| Composition Wealth, LLC | History | Reduced | 52,188 | 1,212 | 0.02% | 0.02% | 79 | -2,437 | -4.46% | Q4 2025 | Feb 02, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 51,780 | 1,202 | 0.02% | — | 80 | +51,780 | New | Q4 2025 | Feb 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 51,780 | 1,202 | 0.06% | 0.15% | 81 | -31,644 | -37.93% | Q4 2025 | Feb 12, 2026 |
| Cadent Capital Advisors, LLC | History | Reduced | 51,653 | 1,199 | 0.31% | 0.4% | 82 | -7,517 | -12.7% | Q4 2025 | Jan 13, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Added to | 49,636 | 1,153 | 0.77% | 0.83% | 83 | +1,094 | 2.25% | Q4 2025 | Jan 22, 2026 |
| Sargent Investment Group, LLC | History | Reduced | 48,804 | 1,133 | 0.14% | 0.19% | 84 | -1,572 | -3.12% | Q4 2025 | Feb 13, 2026 |
| Mutual Advisors, LLC | History | Reduced | 47,672 | 1,107 | 0.02% | 0.03% | 85 | -761 | -1.57% | Q4 2025 | Feb 02, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 43,939 | 1,020 | 0.0% | 0.0% | 86 | -2,912 | -6.22% | Q4 2025 | Feb 17, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 42,710 | 992 | 0.01% | 0.01% | 87 | -2,340 | -5.19% | Q4 2025 | Feb 02, 2026 |
| Center For Asset Management LLC | History | New | 42,559 | 988 | 0.52% | — | 88 | +42,559 | New | Q4 2025 | Jan 21, 2026 |
| AE Wealth Management LLC | History | Added to | 38,682 | 898 | 0.01% | 0.0% | 89 | +26,023 | 205.57% | Q4 2025 | Jan 26, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 38,591 | 896 | 0.07% | 0.09% | 90 | -6,509 | -14.43% | Q4 2025 | Jan 29, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 38,486 | 894 | 0.01% | 0.01% | 91 | -204 | -0.53% | Q4 2025 | Feb 02, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 37,413 | 869 | 0.06% | 0.08% | 92 | -6,378 | -14.56% | Q4 2025 | Feb 03, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 37,100 | 861 | 0.0% | 0.0% | 93 | -28,300 | -43.27% | Q4 2025 | Feb 12, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 36,125 | 839 | 0.24% | 0.3% | 94 | -2,629 | -6.78% | Q4 2025 | Feb 09, 2026 |
| Certified Advisory Corp | History | Added to | 35,999 | 836 | 0.08% | 0.07% | 95 | +6,394 | 21.6% | Q4 2025 | Jan 12, 2026 |
| Trueblood Wealth Management, LLC | History | Reduced | 34,648 | 804 | 0.31% | 0.52% | 96 | -17,324 | -33.33% | Q4 2025 | Jan 21, 2026 |
| MTM Investment Management, LLC | History | Added to | 33,988 | 789 | 0.25% | 0.26% | 97 | +2,684 | 8.57% | Q4 2025 | Feb 09, 2026 |
| RFG Advisory, LLC | History | Added to | 33,900 | 787 | 0.01% | 0.02% | 98 | +4,176 | 14.05% | Q4 2025 | Feb 03, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Reduced | 33,808 | 785 | 0.05% | 0.06% | 99 | -3,139 | -8.5% | Q4 2025 | Jan 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 33,036 | 784 | 0.0% | 0.0% | 100 | +2,965 | 9.86% | Q4 2025 | Jan 08, 2026 |
| Waterfront Wealth Inc. | History | Reduced | 30,124 | 763 | 0.14% | 0.2% | 101 | -7,630 | -20.21% | Q4 2025 | Jan 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 32,060 | 744 | 0.0% | 0.01% | 102 | -15,013 | -31.89% | Q4 2025 | Feb 12, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 31,639 | 734 | 0.01% | 0.02% | 103 | +2,461 | 8.43% | Q4 2025 | Feb 03, 2026 |
| Focus Financial Network, Inc. | History | Added to | 30,588 | 710 | 0.02% | 0.03% | 104 | +848 | 2.85% | Q4 2025 | Jan 12, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | New | 30,178 | 701 | 0.14% | — | 105 | +30,178 | New | Q4 2025 | Feb 04, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 29,819 | 692 | 0.02% | 0.02% | 106 | +1,570 | 5.56% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 28,329 | 658 | 0.01% | 0.01% | 107 | +893 | 3.25% | Q4 2025 | Jan 20, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | Added to | 27,878 | 647 | 0.03% | 0.03% | 108 | +2,053 | 7.95% | Q4 2025 | Feb 17, 2026 |
| Envision Financial LLC | History | Reduced | 27,706 | 643 | 0.34% | 0.45% | 109 | -2,450 | -8.12% | Q4 2025 | Jan 07, 2026 |
| Concorde Asset Management, LLC | History | Added to | 27,432 | 637 | 0.25% | 0.16% | 110 | +12,914 | 88.95% | Q4 2025 | Feb 13, 2026 |
| Stablepoint Partners, LLC | History | Reduced | 26,801 | 622 | 0.1% | 0.14% | 111 | -7,421 | -21.68% | Q4 2025 | Jan 13, 2026 |
| Copia Wealth Management | History | Added to | 25,401 | 590 | 0.42% | 0.42% | 112 | +3,591 | 16.46% | Q4 2025 | Feb 06, 2026 |
| Harvest Investment Services, LLC | History | Added to | 23,565 | 547 | 0.1% | 0.12% | 113 | +1,340 | 6.03% | Q4 2025 | Feb 17, 2026 |
| Lunt Capital Management, Inc. | History | Added to | 23,166 | 538 | 0.2% | 0.23% | 114 | +80 | 0.35% | Q4 2025 | Jan 23, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | Added to | 22,971 | 533 | 0.69% | 0.84% | 115 | +1,524 | 7.11% | Q4 2025 | Jan 07, 2026 |
| Qube Research & Technologies Ltd | History | New | 22,758 | 528 | 0.0% | — | 116 | +22,758 | New | Q4 2025 | Feb 17, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 22,536 | 523 | 0.1% | 0.12% | 117 | -1,461 | -6.09% | Q4 2025 | Feb 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 21,987 | 510 | 0.01% | 0.02% | 118 | -4,600 | -17.3% | Q4 2025 | Jan 29, 2026 |
| Magnus Financial Group LLC | History | Added to | 21,801 | 506 | 0.04% | 0.04% | 119 | +109 | 0.5% | Q4 2025 | Jan 07, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | New | 21,384 | 496 | 0.28% | — | 120 | +21,384 | New | Q4 2025 | Feb 17, 2026 |
| Kovack Advisors, Inc. | History | Added to | 20,043 | 465 | 0.02% | 0.05% | 121 | +612 | 3.15% | Q4 2025 | Feb 17, 2026 |
| Headland Capital, LLC | History | Added to | 19,452 | 451 | 0.13% | 0.11% | 122 | +3,810 | 24.36% | Q4 2025 | Jan 28, 2026 |
| Merit Financial Group, LLC | History | Added to | 19,322 | 448 | 0.0% | 0.0% | 123 | +159 | 0.83% | Q4 2025 | Jan 26, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 19,282 | 447 | 0.13% | 0.19% | 124 | -3,085 | -13.79% | Q4 2025 | Jan 06, 2026 |
| City Center Advisors, LLC | History | Added to | 19,178 | 445 | 0.41% | 0.45% | 125 | +1,157 | 6.42% | Q4 2025 | Jan 05, 2026 |
| E&G Advisors, LP | History | Reduced | 18,811 | 436 | 0.1% | 0.12% | 127 | -400 | -2.08% | Q4 2025 | Jan 23, 2026 |
| Advisory Services Network, LLC | History | Added to | 18,796 | 436 | 0.01% | 0.01% | 126 | +36 | 0.19% | Q4 2025 | Feb 17, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 18,513 | 430 | 0.06% | 0.07% | 128 | -2,062 | -10.02% | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | New | 17,855 | 428 | 0.02% | — | 129 | +17,855 | New | Q4 2025 | Jan 21, 2026 |
| Belpointe Asset Management LLC | History | New | 17,911 | 416 | 0.02% | — | 130 | +17,911 | New | Q4 2025 | Jan 27, 2026 |
| Jaffetilchin Investment Partners, LLC | History | New | 17,119 | 397 | 0.02% | — | 131 | +17,119 | New | Q4 2025 | Jan 15, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 17,113 | 397 | 0.01% | 0.01% | 132 | -3,296 | -16.15% | Q4 2025 | Feb 17, 2026 |
| MASECO LLP | History | Added to | 17,060 | 396 | 0.02% | 0.01% | 133 | +11,142 | 188.27% | Q4 2025 | Jan 22, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | New | 16,888 | 392 | 0.03% | — | 134 | +16,888 | New | Q4 2025 | Feb 12, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 16,571 | 384 | 0.01% | 0.01% | 135 | -196 | -1.17% | Q4 2025 | Feb 17, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 16,379 | 380 | 0.03% | 0.03% | 136 | +1,614 | 10.93% | Q4 2025 | Jan 09, 2026 |
| Capital Wealth Alliance, LLC | History | Reduced | 15,050 | 373 | 0.16% | 0.27% | 137 | -6,143 | -28.99% | Q4 2025 | Feb 17, 2026 |
| tru Independence LLC | History | Reduced | 15,697 | 364 | 0.09% | 0.13% | 138 | -4,378 | -21.81% | Q4 2025 | Jan 22, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 16,680 | 361 | 0.01% | 0.01% | 139 | -2,544 | -13.23% | Q4 2025 | Feb 11, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | Reduced | 15,399 | 357 | 0.15% | 0.19% | 140 | -688 | -4.28% | Q4 2025 | Jan 26, 2026 |
| TrueWealth Advisors, LLC | History | New | 15,182 | 352 | 0.09% | — | 141 | +15,182 | New | Q4 2025 | Jan 07, 2026 |
| Signature Equity Partners, LLC | History | New | 14,140 | 328 | 0.18% | — | 142 | +14,140 | New | Q4 2025 | Feb 17, 2026 |
| Accel Wealth Management | History | Reduced | 14,098 | 327 | 0.09% | 0.11% | 143 | -824 | -5.52% | Q4 2025 | Jan 20, 2026 |
| Simplicity Wealth,LLC | History | Added to | 13,931 | 323 | 0.02% | 0.01% | 144 | +4,835 | 53.16% | Q4 2025 | Jan 30, 2026 |
| TFB Advisors LLC | History | Added to | 13,868 | 322 | 0.09% | 0.1% | 145 | +532 | 3.99% | Q4 2025 | Feb 13, 2026 |
| EPG Wealth Management LLC | History | Added to | 13,581 | 315 | 0.08% | 0.08% | 146 | +1,740 | 14.69% | Q4 2025 | Jan 28, 2026 |
| TMB Capital Partners, LLC | History | New | 13,182 | 306 | 0.1% | — | 147 | +13,182 | New | Q4 2025 | Feb 19, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 13,007 | 302 | 0.01% | 0.03% | 148 | -10,674 | -45.07% | Q4 2025 | Jan 21, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 12,418 | 288 | 0.0% | 0.0% | 149 | -287 | -2.26% | Q4 2025 | Feb 13, 2026 |
| Brookstone Capital Management | History | New | 12,294 | 285 | 0.0% | — | 150 | +12,294 | New | Q4 2025 | Jan 15, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 12,131 | 281 | 0.04% | 0.05% | 151 | +145 | 1.21% | Q4 2025 | Feb 10, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 11,938 | 277 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Americana Partners, LLC | History | Added to | 11,750 | 272 | 0.01% | 0.01% | 154 | +994 | 9.24% | Q4 2025 | Feb 06, 2026 |
| Creative Planning | History | Added to | 11,745 | 272 | 0.0% | 0.0% | 153 | +8 | 0.07% | Q4 2025 | Feb 17, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 11,388 | 264 | 0.08% | 0.1% | 155 | +1,908 | 20.13% | Q4 2025 | Jan 08, 2026 |
| Vontobel Holding Ltd. | History | Added to | 11,117 | 258 | 0.0% | 0.0% | 156 | +2,400 | 27.53% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | New | 11,024 | 256 | 0.0% | — | 157 | +11,024 | New | Q4 2025 | Feb 10, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 10,831 | 251 | 0.02% | 0.02% | 158 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Balefire, LLC | History | New | 10,722 | 249 | 0.05% | — | 159 | +10,722 | New | Q4 2025 | Jan 12, 2026 |
| Cushing Capital Partners, LLC | History | Reduced | 10,710 | 248 | 0.18% | 0.28% | 160 | -2,954 | -21.62% | Q4 2025 | Jan 14, 2026 |
| Park Square Financial Group, LLC | History | Reduced | 10,212 | 244 | 1.45% | 2.09% | 161 | -8,493 | -45.4% | Q4 2025 | Feb 05, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 10,285 | 239 | 0.01% | 0.01% | 162 | -1,043 | -9.21% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 10,233 | 237 | 0.0% | 0.01% | 163 | -6,989 | -40.58% | Q4 2025 | Feb 06, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Added to | 9,732 | 226 | 0.14% | 0.15% | 164 | +952 | 10.84% | Q4 2025 | Jan 20, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 9,575 | 222 | 0.02% | — | 165 | +9,575 | New | Q4 2025 | Jan 20, 2026 |
| Petros Family Wealth, LLC | History | New | 9,563 | 222 | 0.15% | — | 166 | +9,563 | New | Q4 2025 | Jan 14, 2026 |
| GeoWealth Management, LLC | History | Reduced | 9,524 | 221 | 0.01% | 0.01% | 167 | -2,568 | -21.24% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 9,471 | 220 | 0.0% | 0.0% | 168 | +759 | 8.71% | Q4 2025 | Mar 16, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 9,417 | 219 | 0.01% | 0.01% | 169 | -84 | -0.88% | Q4 2025 | Feb 12, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 9,272 | 215 | 0.03% | 0.04% | 170 | +533 | 6.1% | Q4 2025 | Jan 14, 2026 |
| Objective Capital Management, LLC | History | Reduced | 9,051 | 210 | 0.21% | 0.27% | 171 | -984 | -9.81% | Q4 2025 | Feb 04, 2026 |
| Visionary Wealth Advisors | History | Added to | 8,879 | 206 | 0.01% | 0.01% | 172 | +756 | 9.31% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 8,860 | 205 | 0.01% | 0.01% | 173 | -1,141 | -11.41% | Q4 2025 | Feb 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 8,720 | 202 | 0.0% | — | 174 | +8,720 | New | Q4 2025 | Feb 18, 2026 |
| Northwest Wealth Advisors, LLC | History | New | 8,664 | 201 | 0.16% | — | 175 | +8,664 | New | Q4 2025 | Feb 06, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 7,453 | 173 | 0.03% | 0.04% | 176 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| IFP Advisors, Inc | History | Reduced | 7,103 | 165 | 0.0% | 0.23% | 177 | -337,662 | -97.94% | Q4 2025 | Feb 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 7,061 | 164 | 0.01% | 0.0% | 178 | +5,415 | 328.98% | Q4 2025 | Feb 06, 2026 |
| Morton Brown Family Wealth, LLC | History | Reduced | 7,059 | 163 | 0.04% | 0.05% | 179 | -315 | -4.27% | Q4 2025 | Jan 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 6,483 | 150 | 0.01% | — | 180 | +6,483 | New | Q4 2025 | Feb 03, 2026 |
| CoreCap Advisors, LLC | History | Added to | 5,474 | 127 | 0.0% | 0.01% | 181 | +81 | 1.5% | Q4 2025 | Jan 13, 2026 |
| Arax Advisory Partners | History | Reduced | 4,713 | 109 | 0.0% | 0.0% | 182 | -341 | -6.75% | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 4,058 | 94 | 0.0% | 0.0% | 183 | -37 | -0.9% | Q4 2025 | Feb 09, 2026 |
| FIRST UNITED BANK & TRUST | History | Added to | 3,500 | 81 | 0.03% | 0.02% | 184 | +1,215 | 53.17% | Q4 2025 | Jan 21, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,325 | 77 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 3,134 | 72 | 0.04% | 0.02% | 186 | +1,264 | 67.59% | Q4 2025 | Feb 18, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 2,708 | 62 | 0.0% | 0.0% | 187 | +364 | 15.53% | Q4 2025 | Feb 20, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 2,590 | 60 | 0.01% | 0.01% | 188 | -340 | -11.6% | Q4 2025 | Feb 10, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 2,370 | 55 | 0.0% | 0.0% | 190 | +881 | 59.17% | Q4 2025 | Jan 26, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 2,394 | 55 | 0.0% | 0.0% | 189 | -300 | -11.14% | Q4 2025 | Feb 03, 2026 |
| Newbridge Financial Services Group, Inc. | History | Added to | 2,233 | 51 | 0.01% | 0.0% | 191 | +1,116 | 99.91% | Q4 2025 | Jan 21, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 2,125 | 49 | 0.0% | 0.0% | 192 | -85 | -3.85% | Q4 2025 | Jan 20, 2026 |
| Mechanics Financial Corp | History | No change | 2,000 | 46 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 1,910 | 44 | 0.03% | 0.04% | 194 | -199 | -9.44% | Q4 2025 | Feb 05, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 1,874 | 43 | 0.0% | 0.01% | 195 | +67 | 3.71% | Q4 2025 | Feb 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 1,817 | 42 | 0.01% | 0.01% | 196 | +1,678 | 1207.19% | Q4 2025 | Jan 20, 2026 |
| CX Institutional | History | Added to | 1,801 | 42 | 0.0% | 0.0% | 197 | +659 | 57.71% | Q4 2025 | Feb 02, 2026 |
| Elevated Capital Advisors, LLC | History | New | 1,764 | 40 | 0.01% | — | 198 | +1,764 | New | Q4 2025 | Jan 27, 2026 |
| Key FInancial Inc | History | No change | 1,591 | 36 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Versant Capital Management, Inc | History | Reduced | 1,315 | 30 | 0.0% | 0.0% | 200 | -48 | -3.52% | Q4 2025 | Jan 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 992 | 23 | 0.0% | — | 202 | +992 | New | Q4 2025 | Feb 09, 2026 |
| CENTRAL TRUST Co | History | No change | 1,000 | 23 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Allworth Financial LP | History | New | 973 | 22 | 0.0% | — | 203 | +973 | New | Q4 2025 | Feb 05, 2026 |
| MOTCO | History | No change | 881 | 20 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 900 | 20 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Salomon & Ludwin, LLC | History | No change | 649 | 15 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 622 | 14 | 0.0% | 0.0% | 208 | -580 | -48.25% | Q4 2025 | Feb 03, 2026 |
| US BANCORP \DE\ | History | No change | 639 | 14 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Johnson Financial Group, Inc. | History | New | 573 | 13 | 0.0% | — | 209 | +573 | New | Q4 2025 | Feb 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 482 | 11 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 405 | 9 | 0.0% | — | 211 | +405 | New | Q4 2025 | Feb 13, 2026 |
| Spire Wealth Management | History | Reduced | 409 | 9 | 0.0% | 0.0% | 213 | -323 | -44.13% | Q4 2025 | Jan 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 430 | 9 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Capital Analysts, LLC | History | Reduced | 255 | 6 | 0.0% | 0.0% | 214 | -62 | -19.56% | Q4 2025 | Feb 11, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 222 | 5 | 0.0% | — | 215 | +222 | New | Q4 2025 | Feb 05, 2026 |
| Holos Integrated Wealth LLC | History | No change | 228 | 5 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Larson Financial Group LLC | History | Added to | 187 | 4 | 0.0% | 0.0% | 217 | +25 | 15.43% | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 133 | 3 | 0.0% | 0.0% | 218 | -8 | -5.67% | Q4 2025 | Feb 06, 2026 |
| Ulland Investment Advisors, LLC | History | No change | 130 | 3 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 141 | 3 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 126 | 2 | 0.0% | — | 223 | +126 | New | Q4 2025 | Feb 19, 2026 |
| Basepoint Wealth LLC | History | New | 118 | 2 | 0.0% | — | 222 | +118 | New | Q4 2025 | Feb 10, 2026 |
| SHP Wealth Management | History | New | 96 | 2 | 0.0% | — | 221 | +96 | New | Q4 2025 | Mar 04, 2026 |
| Triumph Capital Management | History | New | 81 | 1 | 0.0% | — | 228 | +81 | New | Q4 2025 | Feb 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 75 | 1 | 0.0% | — | 227 | +75 | New | Q4 2025 | Feb 10, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 72 | 1 | 0.0% | — | 229 | +72 | New | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | Added to | 66 | 1 | 0.0% | 0.0% | 225 | +9 | 15.79% | Q4 2025 | Feb 13, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 33 | 1 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PROFFITT & GOODSON INC | History | No change | 50 | 1 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 1.93% | — | -141,031 | -100.0% | Q3 2025 | Jan 12, 2026 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -128,155 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Moment Partners, LLC | History | Closed out | 0 | 0 | — | 0.55% | — | -120,168 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Randall & Associates Wealth Management | History | Closed out | 0 | 0 | — | 1.75% | — | -92,916 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -58,214 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -32,963 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Callan Family Office, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -27,000 | -100.0% | Q3 2025 | Nov 04, 2025 |
| WMG Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -19,847 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Sowell Financial Services LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -15,254 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Crossmark Global Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -14,165 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Quantum Portfolio Management LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -13,785 | -100.0% | Q3 2025 | Oct 29, 2025 |
| DAYMARK WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,702 | -100.0% | Q3 2025 | Oct 22, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -9,636 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Barnes Wealth Management Group, Inc | History | Closed out | 0 | 0 | — | 0.13% | — | -9,348 | -100.0% | Q3 2025 | Nov 14, 2025 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,898 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.11% | — | -8,709 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -8,539 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Synergy Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,458 | -100.0% | Q3 2025 | Oct 21, 2025 |
| DAVENPORT & Co LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,394 | -100.0% | Q3 2025 | Oct 15, 2025 |
| TOTAL INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,288 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SigFig Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,264 | -100.0% | Q3 2025 | Oct 21, 2025 |
| FSM Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,232 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Nilsine Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,803 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Corundum Trust Company, INC | History | Closed out | 0 | 0 | — | 0.2% | — | -3,621 | -100.0% | Q3 2025 | Oct 24, 2025 |
| United Community Bank | History | Closed out | 0 | 0 | — | 0.02% | — | -2,825 | -100.0% | Q3 2025 | Nov 04, 2025 |
| BARRETT & COMPANY, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,246 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Richardson Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -378 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Investors Research Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -216 | -100.0% | Q3 2025 | Oct 02, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -194 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -179 | -100.0% | Q3 2025 | Nov 07, 2025 |
| WHITTIER TRUST CO OF NEVADA INC | History | Closed out | 0 | 0 | — | 0.0% | — | -172 | -100.0% | Q3 2025 | Oct 31, 2025 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -101 | -100.0% | Q3 2025 | Nov 07, 2025 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 22 | 0 | — | — | — | +22 | New | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 13, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 39 | 0 | — | — | — | +6 | 18.18% | Q4 2025 | Feb 09, 2026 |
| Motiv8 Investments LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 13, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 26 | 0 | — | — | — | -1 | -3.7% | Q4 2025 | Feb 13, 2026 |
| Cheviot Value Management, LLC | History | No change | 38 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| POM Investment Strategies, LLC | History | No change | 43 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |