Amplify ETF Trust - HACK
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Reduced | 730,608 | 58,718 | 0.02% | 0.02% | 1 | -10,621 | -1.43% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 348,876 | 28,039 | 0.03% | 0.03% | 2 | +9,275 | 2.73% | Q4 2025 | Feb 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 335,927 | 26,998 | 0.05% | — | 3 | +335,927 | New | Q4 2025 | Feb 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 305,744 | 24,642 | 0.03% | 0.04% | 4 | -3,664 | -1.18% | Q4 2025 | Jan 08, 2026 |
| Destination Wealth Management | History | Reduced | 305,210 | 24,529 | 0.64% | 0.73% | 5 | -1,015 | -0.33% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 259,873 | 20,885 | 0.01% | 0.01% | 6 | -1,016 | -0.39% | Q4 2025 | Feb 18, 2026 |
| ROYAL BANK OF CANADA | History | New | 237,718 | 19,106 | 0.0% | — | 7 | +237,718 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 167,234 | 13,440 | 0.0% | 0.0% | 8 | +4,263 | 2.62% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 149,850 | 12,043 | 0.01% | 0.01% | 9 | +8,315 | 5.87% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 141,422 | 11,369 | 0.02% | 0.02% | 10 | -3,084 | -2.13% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 130,991 | 10,527 | 0.01% | 0.02% | 11 | -9,137 | -6.52% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 125,042 | 10,050 | 0.01% | 0.01% | 12 | +8,530 | 7.32% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Reduced | 101,426 | 8,151 | 0.01% | 0.01% | 13 | -3,428 | -3.27% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 96,117 | 7,724 | 0.0% | 0.0% | 14 | +7,019 | 7.88% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 95,410 | 7,668 | 0.02% | 0.02% | 15 | +25,537 | 36.55% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 85,841 | 6,899 | 0.01% | 0.01% | 16 | -2,277 | -2.58% | Q4 2025 | Mar 16, 2026 |
| Sowell Financial Services LLC | History | Added to | 85,387 | 6,862 | 0.25% | 0.26% | 17 | +8,704 | 11.35% | Q4 2025 | Jan 21, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 83,743 | 6,730 | 0.22% | 0.12% | 18 | +48,595 | 138.26% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 83,674 | 6,725 | 0.02% | 0.02% | 19 | +879 | 1.06% | Q4 2025 | Feb 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 82,886 | 6,661 | 0.0% | 0.01% | 20 | -15,766 | -15.98% | Q4 2025 | Feb 10, 2026 |
| Corient Private Wealth LLC | History | Added to | 118,247 | 6,314 | 0.01% | 0.01% | 21 | +38,992 | 49.2% | Q4 2025 | Mar 09, 2026 |
| Sage Capital Management, LLC | History | Reduced | 68,221 | 5,484 | 2.53% | 2.87% | 22 | -5,278 | -7.18% | Q4 2025 | Jan 15, 2026 |
| HELIOS CAPITAL MANAGEMENT PTE. LTD | History | No change | 67,000 | 5,384 | 3.7% | 3.94% | 23 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Thoma Capital Management LLC | History | Reduced | 65,291 | 5,247 | 3.02% | 3.75% | 24 | -9,999 | -13.28% | Q4 2025 | Jan 08, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 64,766 | 5,205 | 0.01% | 0.02% | 25 | -10,951 | -14.46% | Q4 2025 | Feb 11, 2026 |
| Artesa Financial Group, LLC | History | New | 55,109 | 4,429 | 4.56% | — | 26 | +55,109 | New | Q4 2025 | Feb 11, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 50,621 | 4,068 | 0.02% | 0.02% | 27 | +16,357 | 47.74% | Q4 2025 | Jan 29, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 49,452 | 3,974 | 0.01% | 0.01% | 28 | -553 | -1.11% | Q4 2025 | Feb 12, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 49,341 | 3,965 | 0.02% | 0.02% | 29 | +3,676 | 8.05% | Q4 2025 | Feb 12, 2026 |
| Game Plan Financial Advisors, LLC | History | Added to | 48,378 | 3,888 | 1.56% | 1.48% | 30 | +7,089 | 17.17% | Q4 2025 | Jan 14, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 46,492 | 3,736 | 0.04% | 0.05% | 31 | -2,155 | -4.43% | Q4 2025 | Feb 13, 2026 |
| McGuire Investment Group, LLC | History | Reduced | 46,457 | 3,733 | 0.4% | 0.46% | 32 | -199 | -0.43% | Q4 2025 | Jan 26, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 46,378 | 3,727 | 1.34% | 1.54% | 33 | -665 | -1.41% | Q4 2025 | Jan 28, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 45,635 | 3,668 | 0.24% | 0.27% | 34 | -829 | -1.78% | Q4 2025 | Jan 09, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Added to | 44,148 | 3,548 | 0.23% | 0.24% | 35 | +1,824 | 4.31% | Q4 2025 | Feb 04, 2026 |
| Cerity Partners LLC | History | Added to | 42,905 | 3,448 | 0.01% | 0.01% | 36 | +3,599 | 9.16% | Q4 2025 | Feb 11, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 41,705 | 3,351 | 0.04% | 0.04% | 37 | +1,816 | 4.55% | Q4 2025 | Jan 20, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 39,095 | 3,142 | 0.55% | 0.62% | 38 | -209 | -0.53% | Q4 2025 | Feb 02, 2026 |
| Arkadios Wealth Advisors | History | Added to | 38,500 | 3,094 | 0.06% | 0.07% | 39 | +2,983 | 8.4% | Q4 2025 | Feb 13, 2026 |
| Brookstone Capital Management | History | Added to | 37,015 | 2,974 | 0.03% | 0.04% | 40 | +2,986 | 8.77% | Q4 2025 | Jan 15, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 34,843 | 2,800 | 0.17% | 0.19% | 41 | -1,089 | -3.03% | Q4 2025 | Feb 10, 2026 |
| Wealthfront Advisers LLC | History | Added to | 33,616 | 2,701 | 0.01% | 0.01% | 42 | +2,488 | 7.99% | Q4 2025 | Jan 30, 2026 |
| ASHFORD CAPITAL MANAGEMENT INC | History | Reduced | 33,401 | 2,684 | 0.3% | 0.32% | 43 | -88 | -0.26% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 33,026 | 2,654 | 0.0% | 0.0% | 44 | +12,226 | 58.78% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Reduced | 31,668 | 2,545 | 0.01% | 0.02% | 45 | -2,733 | -7.94% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 30,198 | 2,427 | 0.0% | 0.0% | 46 | +12,654 | 72.13% | Q4 2025 | Jan 29, 2026 |
| Apollon Financial, LLC | History | Added to | 30,025 | 2,413 | 0.35% | 0.43% | 47 | +246 | 0.83% | Q4 2025 | Jan 22, 2026 |
| VestGen Advisors, LLC | History | Added to | 29,409 | 2,363 | 0.1% | 0.05% | 48 | +10,785 | 57.91% | Q4 2025 | Feb 17, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 26,800 | 2,149 | 0.01% | 0.01% | 49 | +2,825 | 11.78% | Q4 2025 | Jan 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 26,662 | 2,142 | 0.0% | 0.0% | 50 | -1,672 | -5.9% | Q4 2025 | Feb 18, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 26,649 | 2,141 | 0.01% | 0.01% | 51 | +102 | 0.38% | Q4 2025 | Feb 13, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | Added to | 26,532 | 2,132 | 1.01% | 0.53% | 52 | +15,236 | 134.88% | Q4 2025 | Jan 29, 2026 |
| MGB Wealth Management, LLC | History | Reduced | 26,359 | 2,119 | 0.61% | 0.66% | 53 | -467 | -1.74% | Q4 2025 | Feb 17, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 24,531 | 1,971 | 0.09% | 0.1% | 54 | +1,519 | 6.6% | Q4 2025 | Feb 13, 2026 |
| Curbstone Financial Management Corp | History | Reduced | 24,230 | 1,947 | 0.37% | 0.47% | 55 | -4,120 | -14.53% | Q4 2025 | Jan 23, 2026 |
| Curi Capital, LLC | History | Added to | 23,183 | 1,863 | 0.03% | 0.04% | 56 | +82 | 0.35% | Q4 2025 | Feb 17, 2026 |
| AAFMAA Wealth Management & Trust LLC | History | Reduced | 22,936 | 1,843 | 0.72% | 0.91% | 57 | -3,599 | -13.56% | Q4 2025 | Jan 07, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 21,793 | 1,751 | 0.18% | 0.2% | 58 | -1,267 | -5.49% | Q4 2025 | Jan 26, 2026 |
| Cresset Asset Management, LLC | History | Added to | 21,689 | 1,743 | 0.01% | 0.01% | 59 | +3,627 | 20.08% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 21,548 | 1,731 | 0.0% | 0.0% | 60 | -3,952 | -15.5% | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 21,415 | 1,721 | 0.0% | 0.0% | 61 | +4,419 | 26.0% | Q4 2025 | Feb 17, 2026 |
| Hyposwiss Advisors SA | History | New | 20,911 | 1,688 | 1.66% | — | 62 | +20,911 | New | Q4 2025 | Feb 17, 2026 |
| Visionary Wealth Advisors | History | Added to | 19,548 | 1,571 | 0.07% | 0.08% | 63 | +828 | 4.42% | Q4 2025 | Feb 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 18,406 | 1,479 | 0.01% | 0.02% | 64 | +1 | 0.01% | Q4 2025 | Feb 17, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 18,262 | 1,468 | 0.07% | 0.09% | 65 | -4,671 | -20.37% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 18,129 | 1,457 | 0.01% | 0.01% | 66 | -112 | -0.61% | Q4 2025 | Feb 17, 2026 |
| Lido Advisors, LLC | History | Added to | 16,706 | 1,448 | 0.0% | 0.0% | 68 | +300 | 1.83% | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Reduced | 18,027 | 1,448 | 0.0% | 0.0% | 67 | -51 | -0.28% | Q4 2025 | Feb 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 17,198 | 1,382 | 0.02% | 0.02% | 69 | +480 | 2.87% | Q4 2025 | Jan 29, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 17,008 | 1,366 | 0.09% | 0.11% | 70 | -208 | -1.21% | Q4 2025 | Jan 08, 2026 |
| IFP Advisors, Inc | History | Added to | 16,984 | 1,365 | 0.03% | 0.04% | 71 | +151 | 0.9% | Q4 2025 | Feb 06, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 16,953 | 1,362 | 0.01% | — | 72 | +16,953 | New | Q4 2025 | Feb 18, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 16,880 | 1,356 | 0.01% | 0.01% | 73 | -1,227 | -6.78% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 16,136 | 1,296 | 0.0% | 0.01% | 74 | +2,192 | 15.72% | Q4 2025 | Feb 18, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 16,064 | 1,291 | 0.01% | 0.02% | 75 | +1,301 | 8.81% | Q4 2025 | Jan 23, 2026 |
| Dakota Wealth Management | History | Added to | 15,192 | 1,220 | 0.02% | 0.03% | 76 | +106 | 0.7% | Q4 2025 | Jan 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 14,832 | 1,192 | 0.0% | 0.0% | 77 | -218 | -1.45% | Q4 2025 | Feb 17, 2026 |
| Vigilare Wealth Management | History | Added to | 14,704 | 1,181 | 0.4% | 0.43% | 78 | +540 | 3.81% | Q4 2025 | Jan 07, 2026 |
| Strategic Advisors LLC | History | Reduced | 14,369 | 1,154 | 0.18% | 0.21% | 79 | -736 | -4.87% | Q4 2025 | Feb 10, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 14,004 | 1,125 | 0.08% | 0.49% | 80 | -57,129 | -80.31% | Q4 2025 | Jan 21, 2026 |
| NORTHLAND SECURITIES, INC. | History | New | 13,604 | 1,093 | 1.05% | — | 81 | +13,604 | New | Q4 2025 | Jan 23, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 13,564 | 1,090 | 0.5% | 0.42% | 82 | +2,829 | 26.35% | Q4 2025 | Feb 09, 2026 |
| Focus Partners Wealth | History | Added to | 12,839 | 1,072 | 0.0% | 0.0% | 83 | +3,300 | 34.59% | Q4 2025 | Feb 13, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 13,223 | 1,062 | 0.2% | 0.16% | 84 | +3,425 | 34.96% | Q4 2025 | Jan 28, 2026 |
| IFG Advisory, LLC | History | Added to | 13,204 | 1,061 | 0.05% | 0.05% | 85 | +616 | 4.89% | Q4 2025 | Feb 10, 2026 |
| Advisory Services Network, LLC | History | Reduced | 13,132 | 1,055 | 0.01% | 0.06% | 86 | -34,478 | -72.42% | Q4 2025 | Feb 17, 2026 |
| Bedell Frazier Investment Counselling, LLC | History | Added to | 13,009 | 1,045 | 0.2% | 0.21% | 87 | +1,155 | 9.74% | Q4 2025 | Feb 17, 2026 |
| Independent Advisor Alliance | History | Reduced | 12,913 | 1,037 | 0.03% | 0.03% | 88 | -1,153 | -8.2% | Q4 2025 | Feb 04, 2026 |
| Prairie Wealth Advisors, Inc. | History | Closed out | 0 | 1,027 | 0.44% | 0.46% | 89 | -12,940 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRIMORIS WEALTH ADVISORS, LLC | History | Reduced | 12,683 | 1,019 | 0.61% | 1.13% | 90 | -7,784 | -38.03% | Q4 2025 | Feb 03, 2026 |
| Independent Wealth Network Inc. | History | Added to | 12,534 | 1,007 | 0.31% | 0.34% | 91 | +436 | 3.6% | Q4 2025 | Jan 26, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 12,487 | 1,003 | 0.02% | 0.02% | 92 | -647 | -4.93% | Q4 2025 | Jan 16, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 12,323 | 990 | 0.05% | 0.04% | 94 | +561 | 4.77% | Q4 2025 | Jan 21, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 12,327 | 990 | 0.0% | 0.0% | 93 | -297 | -2.35% | Q4 2025 | Feb 13, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 11,683 | 939 | 0.23% | 0.25% | 95 | -50 | -0.43% | Q4 2025 | Jan 29, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 11,252 | 904 | 0.08% | 0.09% | 96 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| O'ROURKE & COMPANY, Inc | History | Added to | 11,194 | 899 | 0.35% | 0.4% | 97 | +154 | 1.39% | Q4 2025 | Jan 28, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 11,165 | 897 | 0.01% | 0.01% | 98 | -2,761 | -19.83% | Q4 2025 | Feb 13, 2026 |
| Bay Capital Advisors, LLC | History | Reduced | 11,026 | 886 | 0.54% | 0.63% | 99 | -57 | -0.51% | Q4 2025 | Jan 16, 2026 |
| Pacific Wealth Strategies Group, Inc. | History | Added to | 11,008 | 884 | 0.5% | 0.3% | 100 | +5,396 | 96.15% | Q4 2025 | Feb 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 10,924 | 877 | 0.0% | 0.0% | 101 | -2,215 | -16.86% | Q4 2025 | Feb 10, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | Added to | 11,881 | 875 | 0.52% | 0.58% | 102 | +2,221 | 22.99% | Q4 2025 | Feb 27, 2026 |
| Spire Wealth Management | History | Added to | 10,836 | 870 | 0.03% | 0.02% | 103 | +2,475 | 29.6% | Q4 2025 | Jan 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 15,746 | 868 | 0.02% | 0.03% | 104 | -198 | -1.24% | Q4 2025 | Feb 11, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 10,757 | 864 | 0.0% | 0.0% | 105 | -146 | -1.34% | Q4 2025 | Feb 13, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 10,731 | 862 | 0.03% | 0.02% | 106 | +1,975 | 22.56% | Q4 2025 | Feb 12, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 10,669 | 857 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Mariner, LLC | History | Reduced | 10,588 | 850 | 0.0% | 0.0% | 108 | -1,568 | -12.9% | Q4 2025 | Feb 13, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 10,346 | 831 | 0.03% | 0.0% | 109 | +9,696 | 1491.69% | Q4 2025 | Feb 04, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 10,313 | 828 | 0.1% | 0.11% | 110 | -100 | -0.96% | Q4 2025 | Jan 13, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 10,206 | 820 | 0.0% | 0.0% | 111 | +116 | 1.15% | Q4 2025 | Feb 12, 2026 |
| SFMG, LLC | History | No change | 9,941 | 798 | 0.05% | 0.06% | 112 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Larry Mathis Financial Planning, LLC | History | New | 9,762 | 784 | 0.69% | — | 113 | +9,762 | New | Q4 2025 | Mar 11, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | Added to | 9,523 | 765 | 0.12% | 0.14% | 114 | +585 | 6.55% | Q4 2025 | Jan 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 9,509 | 764 | 0.0% | 0.0% | 115 | -4 | -0.04% | Q4 2025 | Feb 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 9,204 | 739 | 0.01% | 0.01% | 116 | -2,647 | -22.34% | Q4 2025 | Feb 12, 2026 |
| Vigil Wealth Management, LLC | History | New | 9,100 | 731 | 0.61% | — | 117 | +9,100 | New | Q4 2025 | Feb 10, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 8,969 | 720 | 0.01% | 0.01% | 118 | +436 | 5.11% | Q4 2025 | Feb 18, 2026 |
| Western Wealth Management, LLC | History | New | 8,936 | 718 | 0.03% | — | 119 | +8,936 | New | Q4 2025 | Feb 05, 2026 |
| StoneX Group Inc. | History | Added to | 8,843 | 712 | 0.03% | 0.03% | 120 | +2,005 | 29.32% | Q4 2025 | Feb 12, 2026 |
| CERTUITY, LLC | History | Reduced | 8,739 | 702 | 0.04% | 0.08% | 121 | -4,636 | -34.66% | Q4 2025 | Jan 30, 2026 |
| BARCLAYS PLC | History | Added to | 8,646 | 694 | 0.0% | 0.0% | 122 | +3,190 | 58.47% | Q4 2025 | Feb 13, 2026 |
| GEM Asset Management, LLC | History | Reduced | 8,327 | 679 | 0.3% | 0.34% | 123 | -39 | -0.47% | Q4 2025 | Jan 09, 2026 |
| Alpha Cubed Investments, LLC | History | Reduced | 8,331 | 669 | 0.02% | 0.03% | 124 | -18 | -0.22% | Q4 2025 | Feb 03, 2026 |
| Strategic Wealth Investment Group, LLC | History | Reduced | 8,289 | 666 | 0.08% | 0.09% | 125 | -3,869 | -31.82% | Q4 2025 | Feb 11, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 8,127 | 653 | 0.0% | 0.0% | 126 | +826 | 11.31% | Q4 2025 | Feb 10, 2026 |
| Wealthcare Capital Partners, LLC | History | Reduced | 8,103 | 651 | 0.31% | 0.33% | 127 | -145 | -1.76% | Q4 2025 | Jan 14, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 8,083 | 649 | 0.02% | 0.02% | 128 | +187 | 2.37% | Q4 2025 | Feb 17, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 8,047 | 646 | 0.05% | 0.06% | 129 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 8,000 | 642 | 0.0% | 0.0% | 130 | -22,135 | -73.45% | Q4 2025 | Feb 17, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 7,940 | 638 | 0.01% | — | 131 | +7,940 | New | Q4 2025 | Feb 17, 2026 |
| CITY HOLDING CO | History | Reduced | 7,867 | 632 | 0.08% | 0.09% | 132 | -150 | -1.87% | Q4 2025 | Jan 22, 2026 |
| CWM, LLC | History | Reduced | 7,824 | 629 | 0.0% | 0.0% | 133 | -919 | -10.51% | Q4 2025 | Jan 26, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Reduced | 7,704 | 619 | 0.07% | 0.08% | 134 | -156 | -1.98% | Q4 2025 | Feb 06, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 7,676 | 616 | 0.02% | 0.03% | 135 | -100 | -1.29% | Q4 2025 | Feb 04, 2026 |
| Bouchey Financial Group Ltd | History | No change | 7,605 | 611 | 0.05% | 0.05% | 136 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Parallel Advisors, LLC | History | Added to | 7,521 | 604 | 0.01% | 0.01% | 137 | +200 | 2.73% | Q4 2025 | Feb 11, 2026 |
| BFI Infinity Ltd. | History | Reduced | 7,468 | 600 | 0.37% | 6.77% | 138 | -110,701 | -93.68% | Q4 2025 | Jan 14, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 7,463 | 599 | 0.02% | 0.02% | 139 | +230 | 3.18% | Q4 2025 | Jan 30, 2026 |
| HCR Wealth Advisors | History | Reduced | 7,355 | 591 | 0.06% | 0.07% | 141 | -140 | -1.87% | Q4 2025 | Jan 27, 2026 |
| Nadler Financial Group, Inc. | History | No change | 7,365 | 591 | 0.05% | 0.06% | 140 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Fairscale Capital, LLC | History | Reduced | 7,110 | 571 | 0.38% | 0.43% | 142 | -126 | -1.74% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 7,101 | 570 | 0.0% | — | 143 | +7,101 | New | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | Reduced | 7,066 | 567 | 0.01% | 0.01% | 144 | -2,547 | -26.5% | Q4 2025 | Feb 13, 2026 |
| Prospera Financial Services Inc | History | Reduced | 7,045 | 566 | 0.01% | 0.01% | 145 | -497 | -6.59% | Q4 2025 | Feb 09, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Reduced | 6,985 | 561 | 0.19% | 0.26% | 146 | -2,242 | -24.3% | Q4 2025 | Jan 28, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 6,975 | 560 | 0.04% | 0.04% | 147 | +3 | 0.04% | Q4 2025 | Feb 11, 2026 |
| GTS SECURITIES LLC | History | Reduced | 6,757 | 543 | 0.02% | 0.06% | 148 | -12,512 | -64.93% | Q4 2025 | Feb 13, 2026 |
| SS&H Financial Advisors, Inc. | History | Added to | 6,500 | 522 | 0.15% | 0.16% | 149 | +400 | 6.56% | Q4 2025 | Jan 20, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 6,397 | 514 | 0.01% | 0.01% | 150 | -586 | -8.39% | Q4 2025 | Feb 12, 2026 |
| Copia Wealth Management | History | Added to | 6,405 | 514 | 0.37% | 0.41% | 151 | +43 | 0.68% | Q4 2025 | Feb 06, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 6,255 | 502 | 0.02% | 0.03% | 152 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| PFG Investments, LLC | History | Reduced | 6,203 | 498 | 0.02% | 0.03% | 153 | -275 | -4.25% | Q4 2025 | Jan 26, 2026 |
| Investment Partners Asset Management, Inc. | History | No change | 6,158 | 494 | 0.31% | 0.35% | 154 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Ranch Capital Advisors Inc. | History | Reduced | 5,781 | 464 | 0.17% | 0.2% | 156 | -73 | -1.25% | Q4 2025 | Feb 05, 2026 |
| Newman Dignan & Sheerar, Inc. | History | No change | 5,779 | 464 | 0.1% | 0.11% | 155 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 5,681 | 461 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 5,690 | 457 | 0.03% | 0.04% | 158 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Pointe Capital Management LLC | History | Reduced | 5,611 | 450 | 0.22% | 0.31% | 159 | -1,607 | -22.26% | Q4 2025 | Feb 17, 2026 |
| Sather Financial Group Inc | History | No change | 5,590 | 449 | 0.02% | 0.03% | 160 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 5,478 | 440 | 0.0% | 0.0% | 161 | -1,033 | -15.87% | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | Reduced | 5,417 | 435 | 0.01% | 0.03% | 162 | -3,229 | -37.35% | Q4 2025 | Feb 06, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 5,403 | 434 | 0.05% | 0.06% | 163 | -488 | -8.28% | Q4 2025 | Feb 18, 2026 |
| SAXON INTERESTS, INC. | History | No change | 5,379 | 432 | 0.15% | 0.18% | 164 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 5,337 | 428 | 0.01% | 0.01% | 165 | -428 | -7.42% | Q4 2025 | Jan 14, 2026 |
| Kaizen Financial Strategies | History | Reduced | 5,323 | 427 | 0.19% | 0.2% | 166 | -12 | -0.22% | Q4 2025 | Jan 21, 2026 |
| Alamea Verwaltungs GmbH | History | No change | 5,491 | 424 | 0.29% | 0.33% | 167 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 5,189 | 417 | 0.01% | 0.01% | 168 | -253 | -4.65% | Q4 2025 | Jan 22, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 4,995 | 401 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Three Magnolias Financial Advisors, LLC | History | Added to | 4,900 | 393 | 0.24% | 0.24% | 170 | +500 | 11.36% | Q4 2025 | Jan 20, 2026 |
| Kilter Group LLC | History | Added to | 4,700 | 377 | 0.17% | 0.19% | 171 | +1 | 0.02% | Q4 2025 | Feb 13, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 4,663 | 374 | 0.02% | 0.03% | 173 | -200 | -4.11% | Q4 2025 | Feb 10, 2026 |
| &PARTNERS | History | Reduced | 4,665 | 374 | 0.0% | 0.0% | 172 | -173 | -3.58% | Q4 2025 | Feb 17, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | No change | 4,600 | 369 | 0.25% | 0.26% | 174 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Reduced | 4,549 | 365 | 0.09% | 0.09% | 175 | -8 | -0.18% | Q4 2025 | Feb 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 4,514 | 362 | 0.0% | — | 176 | +4,514 | New | Q4 2025 | Feb 18, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | No change | 4,485 | 360 | 0.07% | 0.08% | 177 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 4,477 | 359 | 0.02% | 0.02% | 178 | +48 | 1.08% | Q4 2025 | Jan 15, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 4,460 | 358 | 0.04% | 0.03% | 179 | +1,634 | 57.82% | Q4 2025 | Jan 21, 2026 |
| ETF Store, Inc. | History | Added to | 4,415 | 354 | 0.36% | 0.4% | 180 | +102 | 2.36% | Q4 2025 | Jan 22, 2026 |
| Evercore Wealth Management, LLC | History | No change | 4,360 | 350 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 4,338 | 348 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| KINTRA WEALTH, LLC | History | New | 4,244 | 341 | 0.05% | — | 183 | +4,244 | New | Q4 2025 | Feb 18, 2026 |
| Seelaus Asset Management LLC | History | Reduced | 4,226 | 339 | 0.27% | 0.3% | 184 | -73 | -1.7% | Q4 2025 | Feb 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 4,200 | 337 | 0.0% | 0.0% | 185 | -200 | -4.55% | Q4 2025 | Feb 06, 2026 |
| Alhambra Investment Management LLC | History | Added to | 4,188 | 336 | 0.16% | 0.17% | 186 | +5 | 0.12% | Q4 2025 | Jan 15, 2026 |
| Wellington Shields & Co., LLC | History | Added to | 4,100 | 329 | 0.08% | 0.07% | 187 | +1,000 | 32.26% | Q4 2025 | Feb 09, 2026 |
| World Investment Advisors | History | New | 4,093 | 328 | 0.01% | — | 188 | +4,093 | New | Q4 2025 | Mar 12, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 4,066 | 326 | 0.05% | 0.05% | 189 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Reduced | 4,049 | 325 | 0.09% | 0.12% | 190 | -351 | -7.98% | Q4 2025 | Feb 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 4,034 | 324 | 0.0% | 0.0% | 191 | +1,754 | 76.93% | Q4 2025 | Feb 11, 2026 |
| Modern Wealth Management, LLC | History | Added to | 4,005 | 321 | 0.01% | 0.01% | 193 | +1 | 0.02% | Q4 2025 | Feb 17, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 4,000 | 321 | 0.1% | 0.12% | 192 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 4,027 | 319 | 0.01% | 0.01% | 194 | +125 | 3.2% | Q4 2025 | Jan 23, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 3,953 | 317 | 0.0% | — | 195 | +3,953 | New | Q4 2025 | Feb 17, 2026 |
| Montecito Bank & Trust | History | No change | 3,890 | 312 | 0.05% | 0.05% | 196 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| MUSTICO FINANCIAL GROUP, INC. | History | Added to | 3,869 | 311 | 0.24% | 0.32% | 197 | +236 | 6.5% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | No change | 3,865 | 310 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| AlphaCore Capital LLC | History | Added to | 3,842 | 308 | 0.01% | 0.01% | 199 | +1,762 | 84.71% | Q4 2025 | Feb 05, 2026 |
| Hudson Value Partners, LLC | History | No change | 3,800 | 308 | 0.09% | 0.1% | 200 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Reduced | 3,830 | 307 | 0.1% | 0.11% | 201 | -16 | -0.42% | Q4 2025 | Feb 06, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 3,800 | 305 | 0.0% | 0.0% | 202 | -10 | -0.26% | Q4 2025 | Feb 05, 2026 |
| STEPHENS INC /AR/ | History | No change | 3,755 | 301 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| IPG Investment Advisors LLC | History | No change | 3,715 | 298 | 0.05% | 0.06% | 204 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 3,703 | 297 | 0.01% | 0.01% | 205 | +263 | 7.65% | Q4 2025 | Jan 30, 2026 |
| Apella Capital, LLC | History | New | 3,684 | 296 | 0.01% | — | 206 | +3,684 | New | Q4 2025 | Jan 21, 2026 |
| Core Wealth Partners LLC | History | No change | 3,683 | 296 | 0.13% | 0.15% | 207 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CVA Family Office, LLC | History | Added to | 3,651 | 293 | 0.03% | 0.04% | 208 | +1 | 0.03% | Q4 2025 | Jan 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 3,630 | 291 | 0.0% | 0.0% | 209 | -855 | -19.06% | Q4 2025 | Feb 02, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 3,553 | 285 | 0.02% | 0.02% | 210 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Reduced | 3,535 | 284 | 0.08% | 0.11% | 212 | -500 | -12.39% | Q4 2025 | Jan 12, 2026 |
| Financial Partners Group, Inc | History | Reduced | 3,679 | 284 | 0.03% | 0.04% | 211 | -201 | -5.18% | Q4 2025 | Feb 03, 2026 |
| Elk River Wealth Management LLC | History | No change | 3,500 | 281 | 0.05% | 0.05% | 213 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GLOBALT Investments LLC / GA | History | No change | 3,500 | 281 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 3,454 | 277 | 0.01% | 0.02% | 215 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 3,384 | 271 | 0.0% | 0.0% | 216 | -1,099 | -24.51% | Q4 2025 | Jan 21, 2026 |
| Jacksonville Wealth Management, LLC | History | Reduced | 3,362 | 270 | 0.19% | 0.22% | 217 | -18 | -0.53% | Q4 2025 | Feb 04, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 3,320 | 266 | 0.18% | 0.2% | 218 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 3,236 | 260 | 0.02% | 0.02% | 219 | +100 | 3.19% | Q4 2025 | Jan 16, 2026 |
| RPG Investment Advisory, LLC | History | Added to | 3,215 | 258 | 0.03% | 0.03% | 220 | +100 | 3.21% | Q4 2025 | Jan 20, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 3,220 | 258 | 0.0% | 0.0% | 221 | +60 | 1.9% | Q4 2025 | Feb 13, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 3,200 | 257 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Global Retirement Partners, LLC | History | Added to | 3,187 | 256 | 0.0% | 0.01% | 223 | +291 | 10.05% | Q4 2025 | Feb 06, 2026 |
| Wellington Shields Capital Management, LLC | History | Reduced | 3,179 | 255 | 0.04% | 0.05% | 224 | -916 | -22.37% | Q4 2025 | Feb 09, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 3,155 | 253 | 0.03% | 0.04% | 225 | -140 | -4.25% | Q4 2025 | Jan 07, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 3,150 | 253 | 0.02% | 0.02% | 226 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Sloy Dahl & Holst, LLC | History | Added to | 3,145 | 252 | 0.03% | 0.02% | 227 | +575 | 22.37% | Q4 2025 | Feb 04, 2026 |
| River Street Advisors LLC | History | No change | 3,130 | 251 | 0.09% | 0.11% | 228 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Merit Financial Group, LLC | History | Added to | 3,100 | 249 | 0.0% | 0.0% | 229 | +174 | 5.95% | Q4 2025 | Jan 26, 2026 |
| CURA WEALTH ADVISORS, LLC | History | Added to | 3,000 | 241 | 0.09% | 0.08% | 230 | +600 | 25.0% | Q4 2025 | Jan 23, 2026 |
| Csenge Advisory Group | History | No change | 2,987 | 240 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 2,970 | 238 | 0.01% | 0.01% | 232 | -180 | -5.71% | Q4 2025 | Feb 10, 2026 |
| Robertson Stephens Wealth Management, LLC | History | New | 2,893 | 232 | 0.01% | — | 233 | +2,893 | New | Q4 2025 | Feb 02, 2026 |
| Rathbones Group PLC | History | No change | 2,850 | 229 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 2,806 | 225 | 0.01% | 0.01% | 237 | -95 | -3.27% | Q4 2025 | Feb 17, 2026 |
| BOURGEON CAPITAL MANAGEMENT LLC | History | Added to | 2,805 | 225 | 0.04% | 0.04% | 236 | +1 | 0.04% | Q4 2025 | Jan 15, 2026 |
| COMERICA BANK | History | No change | 2,809 | 225 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Global Financial Private Client, LLC | History | No change | 2,796 | 224 | 0.08% | 0.09% | 238 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| GLENMEDE TRUST CO NA | History | New | 2,771 | 222 | 0.0% | — | 239 | +2,771 | New | Q4 2025 | Feb 17, 2026 |
| CHOREO, LLC | History | Added to | 2,731 | 222 | 0.0% | 0.0% | 240 | +75 | 2.82% | Q4 2025 | Jan 23, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | New | 2,742 | 220 | 0.0% | — | 241 | +2,742 | New | Q4 2025 | Feb 09, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | No change | 2,695 | 216 | 0.07% | 0.08% | 242 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 2,683 | 215 | 0.0% | — | 244 | +2,683 | New | Q4 2025 | Feb 06, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 2,677 | 215 | 0.0% | 0.01% | 243 | +2 | 0.07% | Q4 2025 | Feb 02, 2026 |
| YHB Investment Advisors, Inc. | History | New | 2,650 | 212 | 0.01% | — | 245 | +2,650 | New | Q4 2025 | Jan 16, 2026 |
| Arkos Global Advisors | History | Added to | 2,606 | 209 | 0.03% | 0.03% | 246 | +63 | 2.48% | Q4 2025 | Feb 13, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 2,593 | 208 | 0.02% | 0.02% | 247 | +50 | 1.97% | Q4 2025 | Feb 04, 2026 |
| Sigma Planning Corp | History | Reduced | 2,580 | 207 | 0.01% | 0.01% | 248 | -258 | -9.09% | Q4 2025 | Jan 30, 2026 |
| Urban Wealth Management, LLC | History | New | 2,575 | 206 | 0.19% | — | 250 | +2,575 | New | Q4 2025 | Jan 30, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | No change | 2,568 | 206 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ELCO Management Co., LLC | History | Reduced | 2,540 | 204 | 0.13% | 0.16% | 252 | -1,050 | -29.25% | Q4 2025 | Feb 04, 2026 |
| NorthRock Partners, LLC | History | Added to | 2,539 | 204 | 0.0% | 0.0% | 251 | +100 | 4.1% | Q4 2025 | Feb 17, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 2,517 | 202 | 0.06% | 0.07% | 254 | -33 | -1.29% | Q4 2025 | Feb 10, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | No change | 2,525 | 202 | 0.05% | 0.06% | 253 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,461 | 197 | 0.0% | 0.0% | 255 | -473 | -16.12% | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 2,395 | 192 | 0.0% | 0.0% | 256 | +350 | 17.11% | Q4 2025 | Feb 17, 2026 |
| Boreal Capital Management LLC | History | No change | 2,275 | 182 | 0.14% | 0.16% | 257 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Added to | 2,160 | 173 | 0.04% | 0.04% | 258 | +295 | 15.82% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 2,054 | 165 | 0.0% | 0.0% | 259 | -3,285 | -61.53% | Q4 2025 | Feb 17, 2026 |
| Pacific Center for Financial Services | History | No change | 1,896 | 164 | 0.04% | 0.04% | 260 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CX Institutional | History | Reduced | 1,867 | 150 | 0.0% | 0.01% | 261 | -616 | -24.81% | Q4 2025 | Feb 02, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 1,590 | 127 | 0.0% | 0.0% | 262 | -35 | -2.15% | Q4 2025 | Feb 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1,568 | 126 | 0.02% | — | 263 | +1,568 | New | Q4 2025 | Feb 09, 2026 |
| Financial Freedom, LLC | History | No change | 1,301 | 104 | 0.05% | 0.06% | 264 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 1,252 | 100 | 0.0% | — | 266 | +1,252 | New | Q4 2025 | Feb 05, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 1,256 | 100 | 0.03% | 0.04% | 265 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Arax Advisory Partners | History | New | 1,143 | 91 | 0.0% | — | 268 | +1,143 | New | Q4 2025 | Feb 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 1,140 | 91 | 0.0% | 0.0% | 267 | -129 | -10.17% | Q4 2025 | Feb 12, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 1,095 | 88 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 1,073 | 86 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 1,080 | 86 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | Reduced | 1,043 | 83 | 0.01% | 0.01% | 272 | -61 | -5.53% | Q4 2025 | Feb 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,007 | 80 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 944 | 75 | 0.0% | 0.0% | 274 | +17 | 1.83% | Q4 2025 | Feb 03, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 921 | 74 | 0.0% | 0.0% | 275 | -28 | -2.95% | Q4 2025 | Feb 09, 2026 |
| AE Wealth Management LLC | History | No change | 907 | 72 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Quaker Wealth Management, LLC | History | No change | 900 | 72 | 0.02% | 0.03% | 277 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| PFS Partners, LLC | History | No change | 900 | 72 | 0.03% | 0.04% | 278 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| SIGNATUREFD, LLC | History | No change | 888 | 71 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Murphy & Mullick Capital Management Corp | History | Added to | 866 | 69 | 0.05% | 0.05% | 280 | +75 | 9.48% | Q4 2025 | Feb 10, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 850 | 68 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Glassman Wealth Services | History | No change | 856 | 68 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Strive Financial Group ,LLC | History | New | 792 | 63 | 0.03% | — | 284 | +792 | New | Q4 2025 | Feb 18, 2026 |
| Geneos Wealth Management Inc. | History | No change | 792 | 63 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Kentucky Trust Co | History | No change | 748 | 60 | 0.03% | 0.03% | 285 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Russell Investments Group, Ltd. | History | No change | 721 | 57 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | Reduced | 700 | 56 | 0.0% | 0.0% | 288 | -20 | -2.78% | Q4 2025 | Jan 16, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 696 | 56 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 650 | 52 | 0.0% | 0.0% | 289 | -40 | -5.8% | Q4 2025 | Feb 12, 2026 |
| Capital Analysts, LLC | History | Added to | 614 | 50 | 0.0% | 0.0% | 290 | +184 | 42.79% | Q4 2025 | Feb 11, 2026 |
| BlackRock, Inc. | History | No change | 612 | 49 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 600 | 48 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| North Star Investment Management Corp. | History | No change | 600 | 48 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| MOTCO | History | No change | 563 | 45 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SIMPLEX TRADING, LLC | History | New | 535 | 42 | 0.0% | — | 295 | +535 | New | Q4 2025 | Feb 11, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 515 | 41 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | New | 500 | 40 | 0.0% | — | 297 | +500 | New | Q4 2025 | Jan 26, 2026 |
| AdvisorNet Financial, Inc | History | No change | 502 | 40 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Laurel Wealth Advisors LLC | History | New | 450 | 36 | 0.0% | — | 299 | +450 | New | Q4 2025 | Jan 30, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 425 | 34 | 0.02% | 0.02% | 300 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Elevated Capital Advisors, LLC | History | New | 418 | 33 | 0.01% | — | 301 | +418 | New | Q4 2025 | Jan 27, 2026 |
| SageView Advisory Group, LLC | History | New | 400 | 32 | 0.0% | — | 303 | +400 | New | Q4 2025 | Feb 17, 2026 |
| Lodestone Wealth Management LLC | History | New | 400 | 32 | 0.01% | — | 304 | +400 | New | Q4 2025 | Jan 15, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 402 | 32 | 0.0% | 0.0% | 302 | -225 | -35.89% | Q4 2025 | Jan 13, 2026 |
| NBC SECURITIES, INC. | History | No change | 380 | 30 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 382 | 30 | 0.02% | 0.03% | 306 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Garner Asset Management Corp | History | New | 350 | 28 | 0.01% | — | 307 | +350 | New | Q4 2025 | Feb 03, 2026 |
| Sound Income Strategies, LLC | History | New | 340 | 26 | 0.0% | — | 308 | +340 | New | Q4 2025 | Jan 21, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 325 | 26 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 308 | 25 | 0.01% | 0.01% | 310 | +100 | 48.08% | Q4 2025 | Feb 10, 2026 |
| Key FInancial Inc | History | No change | 317 | 25 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 300 | 24 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Centerpoint Advisors, LLC | History | No change | 300 | 24 | 0.01% | 0.01% | 313 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Stephens Consulting, LLC | History | No change | 301 | 24 | 0.01% | 0.01% | 314 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 300 | 24 | 0.01% | 0.02% | 315 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Tidemark, LLC | History | No change | 300 | 24 | 0.01% | 0.01% | 316 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BankPlus Trust Department | History | No change | 303 | 24 | 0.01% | 0.01% | 317 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SHP Wealth Management | History | New | 276 | 22 | 0.0% | — | 319 | +276 | New | Q4 2025 | Mar 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 275 | 22 | 0.0% | 0.0% | 318 | -75 | -21.43% | Q4 2025 | Feb 09, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 264 | 21 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Cheviot Value Management, LLC | History | No change | 250 | 20 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 260 | 20 | 0.01% | 0.01% | 322 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 236 | 18 | 0.01% | 0.01% | 323 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 219 | 17 | 0.0% | 0.01% | 324 | -647 | -74.71% | Q4 2025 | Jan 26, 2026 |
| IMG Wealth Management, Inc. | History | New | 203 | 16 | 0.01% | — | 330 | +203 | New | Q4 2025 | Feb 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 200 | 16 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| JNBA Financial Advisors | History | No change | 200 | 16 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Founders Capital Management | History | No change | 200 | 16 | 0.01% | 0.01% | 327 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Hilltop National Bank | History | No change | 200 | 16 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Midwest Capital Advisors, LLC | History | No change | 205 | 16 | 0.01% | 0.01% | 329 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WHITTIER TRUST CO | History | No change | 195 | 15 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BESSEMER GROUP INC | History | No change | 168 | 14 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Ancora Advisors LLC | History | No change | 185 | 14 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Orion Capital Management LLC | History | No change | 186 | 14 | 0.0% | 0.01% | 334 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 162 | 13 | 0.0% | — | 335 | +162 | New | Q4 2025 | Feb 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 161 | 12 | 0.0% | — | 338 | +161 | New | Q4 2025 | Feb 05, 2026 |
| Cherry Tree Wealth Management, LLC | History | New | 150 | 12 | 0.0% | — | 341 | +150 | New | Q4 2025 | Feb 10, 2026 |
| DAGCO, INC. | History | No change | 150 | 12 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 150 | 12 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Y.D. More Investments Ltd | History | No change | 150 | 12 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| City State Bank | History | No change | 160 | 12 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Osbon Capital Management LLC | History | New | 143 | 11 | 0.01% | — | 342 | +143 | New | Q4 2025 | Mar 16, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 125 | 10 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Bernard Wealth Management Corp. | History | No change | 128 | 10 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 121 | 9 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| ST GERMAIN D J CO INC | History | No change | 100 | 8 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Truvestments Capital LLC | History | No change | 100 | 8 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Golden State Wealth Management, LLC | History | No change | 100 | 8 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 100 | 8 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 88 | 7 | 0.0% | 0.0% | 350 | +47 | 114.63% | Q4 2025 | Jan 20, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 83 | 6 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BFSG, LLC | History | No change | 80 | 6 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| GROUP ONE TRADING LLC | History | New | 74 | 5 | 0.0% | — | 353 | +74 | New | Q4 2025 | Feb 12, 2026 |
| Motiv8 Investments LLC | History | New | 60 | 5 | 0.0% | — | 356 | +60 | New | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | No change | 72 | 5 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 67 | 5 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 50 | 4 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 50 | 4 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 46 | 3 | 0.0% | 0.0% | 359 | -160 | -77.67% | Q4 2025 | Feb 09, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | New | 46 | 3 | 0.0% | — | 361 | +46 | New | Q4 2025 | Feb 17, 2026 |
| Compass Financial Services Inc | History | No change | 50 | 3 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | New | 28 | 2 | 0.0% | — | 363 | +28 | New | Q4 2025 | Feb 11, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 32 | 2 | 0.0% | 0.0% | 362 | -3 | -8.57% | Q4 2025 | Jan 29, 2026 |
| Wealth Watch Advisors, INC | History | New | 22 | 1 | 0.0% | — | 365 | +22 | New | Q4 2025 | Feb 17, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 23 | 1 | 0.0% | 0.0% | 366 | -1 | -4.17% | Q4 2025 | Feb 10, 2026 |
| Parkside Financial Bank & Trust | History | No change | 20 | 1 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.05% | — | -43,114 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Florin Court Capital LLP | History | Closed out | 0 | 0 | — | 1.25% | — | -18,400 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -11,537 | -100.0% | Q3 2025 | Nov 14, 2025 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.02% | — | -5,743 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Verity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.16% | — | -5,694 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advantage Trust Co | History | Closed out | 0 | 0 | — | 0.21% | — | -5,430 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.05% | — | -4,568 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Cardinal Point Capital Management ULC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,079 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Belvedere Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,885 | -100.0% | Q3 2025 | Oct 27, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,369 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,204 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Westshore Wealth, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -3,145 | -100.0% | Q3 2025 | Nov 17, 2025 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,921 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Avalon Trust Co | History | Closed out | 0 | 0 | — | 0.02% | — | -2,905 | -100.0% | Q3 2025 | Nov 10, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -2,736 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,531 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BostonPremier Wealth LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -2,479 | -100.0% | Q3 2025 | Oct 28, 2025 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,475 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Swisher Financial Concepts, Inc. | History | Closed out | 0 | 0 | — | 0.13% | — | -2,472 | -100.0% | Q3 2025 | Oct 20, 2025 |
| TCP Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,423 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Busey Bank | History | Closed out | 0 | 0 | — | 0.01% | — | -2,412 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Austin Asset Management Co Inc | History | Closed out | 0 | 0 | — | 0.04% | — | -2,366 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Fortitude Advisory Group L.L.C. | History | Closed out | 0 | 0 | — | 0.11% | — | -2,323 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,893 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SSA SWISS ADVISORS AG | History | Closed out | 0 | 0 | — | 0.07% | — | -1,710 | -100.0% | Q3 2025 | Dec 03, 2025 |
| Aspect Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,500 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -987 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Groupe la Francaise | History | Closed out | 0 | 0 | — | 0.0% | — | -870 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q3 2025 | Oct 07, 2025 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -141 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -100 | -100.0% | Q3 2025 | Oct 15, 2025 |
| JFS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -37 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Evergreen Private Wealth LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Bogart Wealth, LLC | History | No change | 12 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |