J.P. Morgan Exchange-Traded Fund Trust - HELO
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 | Added to | 3,189,556 | 211,882 | 0.06% | 0.05% | 1 | +549,559 | 20.82% | Q4 2025 | Feb 11, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 2,636,850 | 175,165 | 3.31% | 3.09% | 2 | +242,965 | 10.15% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,214,145 | 147,085 | 0.01% | 0.01% | 3 | +161,015 | 7.84% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 2,021,674 | 135,391 | 0.18% | 0.19% | 4 | +99,012 | 5.15% | Q4 2025 | Jan 08, 2026 |
| Bank of New York Mellon Corp | History | Added to | 2,025,861 | 134,577 | 0.02% | 0.02% | 5 | +279,194 | 15.98% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,985,981 | 131,936 | 0.19% | 0.26% | 6 | -910,805 | -31.44% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,874,721 | 124,537 | 0.04% | 0.05% | 7 | -892,245 | -32.25% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,742,174 | 115,732 | 0.04% | 0.03% | 8 | +365,572 | 26.56% | Q4 2025 | Feb 18, 2026 |
| CGC Financial Services, LLC | History | Added to | 1,088,189 | 72,288 | 19.34% | 19.47% | 9 | +2,194 | 0.2% | Q4 2025 | Feb 03, 2026 |
| Legacy Financial Group LLC | History | Reduced | 960,623 | 64,111 | 7.92% | 8.18% | 10 | -461 | -0.05% | Q4 2025 | Feb 05, 2026 |
| HighTower Advisors, LLC | History | Added to | 960,223 | 63,787 | 0.07% | 0.07% | 11 | +54,812 | 6.05% | Q4 2025 | Feb 06, 2026 |
| Cetera Investment Advisers | History | Added to | 927,434 | 61,609 | 0.07% | 0.06% | 12 | +181,551 | 24.34% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 896,778 | 59,572 | 0.01% | 0.01% | 13 | +210,517 | 30.68% | Q4 2025 | Jan 29, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 777,372 | 51,640 | 0.56% | 0.63% | 14 | -70,670 | -8.33% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Wealth | History | Added to | 771,724 | 50,538 | 0.06% | 0.08% | 15 | +38,092 | 5.19% | Q4 2025 | Feb 13, 2026 |
| Taylor Securities Services, Inc. | History | New | 748,609 | 49,730 | 22.69% | — | 16 | +748,609 | New | Q4 2025 | Mar 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 740,645 | 49,205 | 0.01% | 0.0% | 17 | +407,764 | 122.5% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 696,926 | 46,296 | 0.06% | 0.05% | 18 | +66,926 | 10.62% | Q4 2025 | Feb 12, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 684,554 | 45,474 | 6.06% | 6.13% | 19 | +54,301 | 8.62% | Q4 2025 | Jan 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 617,222 | 41,002 | 0.11% | 0.11% | 20 | +1,428 | 0.23% | Q4 2025 | Feb 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 498,241 | 33,098 | 0.08% | 0.08% | 21 | +26,306 | 5.57% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 492,239 | 32,700 | 0.01% | — | 22 | +492,239 | New | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 424,907 | 28,226 | 0.03% | 0.03% | 23 | -9,358 | -2.15% | Q4 2025 | Feb 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 412,346 | 27,392 | 0.16% | 0.1% | 24 | +200,793 | 94.91% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 403,251 | 26,788 | 0.0% | 0.0% | 25 | -21,766 | -5.12% | Q4 2025 | Feb 11, 2026 |
| Private Advisor Group, LLC | History | Reduced | 351,115 | 23,324 | 0.11% | 0.12% | 26 | -34,254 | -8.89% | Q4 2025 | Feb 17, 2026 |
| CPC Advisors, LLC | History | Added to | 337,442 | 22,416 | 2.26% | 2.22% | 27 | +13,308 | 4.11% | Q4 2025 | Jan 28, 2026 |
| Mariner, LLC | History | Reduced | 317,990 | 21,124 | 0.03% | 0.03% | 28 | -49,912 | -13.57% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 268,392 | 17,829 | 0.27% | 0.28% | 29 | -5,092 | -1.86% | Q4 2025 | Jan 20, 2026 |
| HTG Investment Advisors, Inc. | History | Added to | 257,952 | 17,135 | 5.26% | 5.45% | 30 | +8,869 | 3.56% | Q4 2025 | Feb 02, 2026 |
| Leo Wealth, LLC | History | New | 256,911 | 17,064 | 1.24% | — | 31 | +256,911 | New | Q4 2025 | Jan 21, 2026 |
| Campbell Deegan Wealth Management, LLC | History | Added to | 253,813 | 16,860 | 13.61% | 13.41% | 32 | +22,729 | 9.84% | Q4 2025 | Jan 22, 2026 |
| Longview Financial Advisors LLC | History | Added to | 250,745 | 16,656 | 9.18% | 8.61% | 33 | +20,896 | 9.09% | Q4 2025 | Jan 14, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 244,071 | 16,213 | 0.95% | 0.96% | 34 | -8,167 | -3.24% | Q4 2025 | Feb 03, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 241,787 | 16,061 | 0.4% | 0.49% | 35 | -49,188 | -16.9% | Q4 2025 | Feb 09, 2026 |
| Brookstone Capital Management | History | Added to | 240,598 | 15,982 | 0.18% | 0.15% | 36 | +44,712 | 22.83% | Q4 2025 | Jan 15, 2026 |
| Gradient Investments LLC | History | Reduced | 233,843 | 15,534 | 0.25% | 0.87% | 37 | -567,776 | -70.83% | Q4 2025 | Jan 08, 2026 |
| Advisory Services Network, LLC | History | Added to | 227,219 | 15,094 | 0.21% | 0.19% | 38 | +23,729 | 11.66% | Q4 2025 | Feb 17, 2026 |
| Carr Financial Group Corp | History | Added to | 216,332 | 14,370 | 3.82% | 3.73% | 39 | +7,289 | 3.49% | Q4 2025 | Jan 09, 2026 |
| CENTRAL TRUST Co | History | Reduced | 215,771 | 14,333 | 0.28% | 0.3% | 40 | -7,528 | -3.37% | Q4 2025 | Feb 02, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 211,500 | 14,049 | 0.9% | 1.0% | 41 | -20,045 | -8.66% | Q4 2025 | Feb 05, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 210,328 | 13,972 | 0.27% | 0.38% | 42 | -81,787 | -28.0% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 209,673 | 13,928 | 0.05% | 0.04% | 43 | +77,710 | 58.89% | Q4 2025 | Feb 18, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 201,311 | 13,373 | 0.32% | 0.32% | 44 | -1,368 | -0.67% | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 197,712 | 13,134 | 0.16% | 0.11% | 45 | +693 | 0.35% | Q4 2025 | Feb 13, 2026 |
| Philip James Wealth Mangement, LLC | History | Added to | 195,139 | 12,963 | 1.5% | 1.45% | 46 | +4,165 | 2.18% | Q4 2025 | Jan 20, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 194,718 | 12,935 | 3.04% | 2.99% | 47 | +8,546 | 4.59% | Q4 2025 | Jan 16, 2026 |
| Capital Planning Advisors, LLC | History | Reduced | 187,466 | 12,453 | 1.67% | 1.69% | 48 | -2,215 | -1.17% | Q4 2025 | Feb 17, 2026 |
| Visionary Wealth Advisors | History | Added to | 186,916 | 12,416 | 0.56% | 0.57% | 49 | +109 | 0.06% | Q4 2025 | Feb 13, 2026 |
| Skyline Advisors, Inc. | History | Reduced | 183,403 | 12,183 | 4.07% | 4.22% | 50 | -4,927 | -2.62% | Q4 2025 | Jan 12, 2026 |
| Triad Wealth Partners, LLC | History | New | 182,218 | 12,104 | 1.15% | — | 51 | +182,218 | New | Q4 2025 | Jan 22, 2026 |
| Wick Capital Partners, LLC | History | Added to | 173,878 | 11,550 | 2.07% | 0.11% | 52 | +166,505 | 2258.31% | Q4 2025 | Mar 02, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 170,574 | 11,331 | 0.35% | 0.36% | 53 | -455 | -0.27% | Q4 2025 | Jan 06, 2026 |
| Waverly Advisors, LLC | History | Added to | 158,434 | 10,524 | 0.09% | 0.1% | 54 | +4,475 | 2.91% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 151,946 | 10,093 | 0.05% | 0.05% | 55 | +20,641 | 15.72% | Q4 2025 | Feb 17, 2026 |
| Crewe Advisors LLC | History | Added to | 151,244 | 10,047 | 0.89% | 0.86% | 56 | +13,196 | 9.56% | Q4 2025 | Jan 16, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 147,900 | 9,824 | 2.06% | 2.14% | 57 | +2,683 | 1.85% | Q4 2025 | Jan 23, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 147,003 | 9,765 | 0.12% | 0.13% | 58 | -5,794 | -3.79% | Q4 2025 | Jan 29, 2026 |
| SouthState Bank Corp | History | Reduced | 146,176 | 9,710 | 0.43% | 0.47% | 59 | -9,254 | -5.95% | Q4 2025 | Feb 11, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Reduced | 142,732 | 9,481 | 2.51% | 2.91% | 60 | -7,649 | -5.09% | Q4 2025 | Jan 12, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 142,209 | 9,446 | 1.73% | 1.65% | 61 | +2,317 | 1.66% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 129,321 | 8,635 | 0.02% | 0.02% | 62 | +4,400 | 3.52% | Q4 2025 | Feb 05, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 129,688 | 8,615 | 3.12% | 3.45% | 63 | -9,817 | -7.04% | Q4 2025 | Jan 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 121,343 | 8,060 | 0.03% | 0.03% | 64 | +35,534 | 41.41% | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 120,931 | 8,033 | 0.38% | 0.38% | 65 | -12,001 | -9.03% | Q4 2025 | Jan 21, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | Added to | 119,354 | 7,928 | 1.32% | 1.29% | 66 | +3,655 | 3.16% | Q4 2025 | Jan 15, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 115,952 | 7,702 | 1.38% | 1.41% | 67 | +4,426 | 3.97% | Q4 2025 | Feb 06, 2026 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | History | Added to | 115,901 | 7,699 | 6.98% | 6.7% | 68 | +6,119 | 5.57% | Q4 2025 | Feb 05, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 115,803 | 7,692 | 0.1% | 0.07% | 69 | +40,181 | 53.13% | Q4 2025 | Feb 05, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 114,325 | 7,594 | 2.5% | 3.6% | 70 | -46,348 | -28.85% | Q4 2025 | Feb 05, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 113,994 | 7,572 | 0.6% | 0.58% | 71 | +6,225 | 5.78% | Q4 2025 | Feb 04, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 112,997 | 7,506 | 1.12% | 1.13% | 72 | -2,883 | -2.49% | Q4 2025 | Feb 12, 2026 |
| Alaska Permanent Capital Management, LLC | History | Reduced | 111,550 | 7,403 | 0.56% | 0.56% | 73 | -5,103 | -4.37% | Q4 2025 | Feb 13, 2026 |
| Summit Financial, LLC | History | Reduced | 111,143 | 7,383 | 0.11% | 0.11% | 74 | -709 | -0.63% | Q4 2025 | Feb 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 111,019 | 7,375 | 0.23% | 0.34% | 75 | -42,667 | -27.76% | Q4 2025 | Jan 12, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | New | 110,085 | 7,312 | 3.37% | — | 76 | +110,085 | New | Q4 2025 | Feb 17, 2026 |
| Planned Solutions, Inc. | History | Added to | 109,853 | 7,297 | 2.34% | 2.45% | 77 | +342 | 0.31% | Q4 2025 | Jan 28, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 106,543 | 7,077 | 0.18% | 0.25% | 78 | -10,751 | -9.17% | Q4 2025 | Feb 17, 2026 |
| Oak Wealth Advisors LLC | History | Reduced | 106,203 | 7,055 | 4.05% | 4.04% | 79 | -722 | -0.68% | Q4 2025 | Feb 11, 2026 |
| MAI Capital Management | History | Added to | 106,053 | 7,045 | 0.04% | 0.03% | 80 | +37,825 | 55.44% | Q4 2025 | Feb 13, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 101,037 | 6,711 | 1.05% | 1.29% | 81 | -22,123 | -17.96% | Q4 2025 | Feb 11, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 100,301 | 6,663 | 1.46% | — | 82 | +100,301 | New | Q4 2025 | Feb 18, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 96,681 | 6,422 | 0.23% | 0.29% | 83 | +885 | 0.92% | Q4 2025 | Feb 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 95,886 | 6,369 | 0.0% | 0.0% | 84 | +8,848 | 10.17% | Q4 2025 | Feb 10, 2026 |
| Fiduciary Alliance LLC | History | Added to | 90,235 | 5,994 | 0.39% | 0.35% | 85 | +10,046 | 12.53% | Q4 2025 | Jan 22, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 89,917 | 5,973 | 0.41% | 0.29% | 86 | +31,144 | 52.99% | Q4 2025 | Feb 02, 2026 |
| SkyView Investment Advisors, LLC | History | Added to | 85,288 | 5,666 | 0.72% | 0.05% | 87 | +78,680 | 1190.68% | Q4 2025 | Feb 18, 2026 |
| Cooper Financial Group | History | Reduced | 84,998 | 5,646 | 0.6% | 0.74% | 88 | -17,425 | -17.01% | Q4 2025 | Jan 08, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 84,165 | 5,591 | 0.02% | 0.03% | 89 | -38,101 | -31.16% | Q4 2025 | Feb 06, 2026 |
| Palumbo Wealth Management LLC | History | New | 83,717 | 5,561 | 1.37% | — | 90 | +83,717 | New | Q4 2025 | Jan 21, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Added to | 82,784 | 5,499 | 2.88% | 2.46% | 91 | +8,519 | 11.47% | Q4 2025 | Jan 23, 2026 |
| Allegheny Financial Group | History | Added to | 77,745 | 5,164 | 0.76% | 0.48% | 92 | +37,893 | 95.08% | Q4 2025 | Feb 02, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 77,200 | 5,128 | 0.65% | 0.59% | 93 | +8,088 | 11.7% | Q4 2025 | Feb 13, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 75,269 | 5,000 | 0.07% | 0.07% | 94 | +1,559 | 2.12% | Q4 2025 | Feb 12, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | Added to | 73,363 | 4,873 | 1.17% | 1.15% | 95 | +1,779 | 2.49% | Q4 2025 | Feb 02, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 72,380 | 4,808 | 2.44% | 2.03% | 96 | +16,492 | 29.51% | Q4 2025 | Jan 08, 2026 |
| BETO FINANCIAL GROUP, LLC | History | New | 70,829 | 4,759 | 3.21% | — | 97 | +70,829 | New | Q4 2025 | Feb 10, 2026 |
| Echo Wealth Management, LLC | History | Reduced | 71,319 | 4,737 | 2.77% | 3.44% | 98 | -19,346 | -21.34% | Q4 2025 | Jan 22, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 70,983 | 4,715 | 0.03% | 0.04% | 99 | -4,693 | -6.2% | Q4 2025 | Feb 18, 2026 |
| DeDora Capital, Inc. | History | Added to | 69,291 | 4,602 | 1.09% | 0.86% | 100 | +14,530 | 26.53% | Q4 2025 | Jan 22, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 67,953 | 4,514 | 0.04% | 0.0% | 101 | +60,656 | 831.25% | Q4 2025 | Feb 13, 2026 |
| Gotham Asset Management, LLC | History | No change | 66,319 | 4,405 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 64,899 | 4,311 | 0.03% | 0.04% | 103 | -20,035 | -23.59% | Q4 2025 | Feb 12, 2026 |
| Mach-1 Financial Group, LLC | History | New | 64,376 | 4,276 | 0.88% | — | 104 | +64,376 | New | Q4 2025 | Feb 06, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 64,163 | 4,262 | 0.08% | 0.09% | 105 | -1,045 | -1.6% | Q4 2025 | Jan 16, 2026 |
| PENNEY FINANCIAL, LLC | History | Added to | 63,799 | 4,238 | 1.64% | 1.78% | 106 | +2,638 | 4.31% | Q4 2025 | Jan 21, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 63,307 | 4,205 | 0.43% | 0.43% | 107 | +382 | 0.61% | Q4 2025 | Jan 27, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Added to | 61,437 | 4,081 | 2.69% | 0.58% | 108 | +47,461 | 339.59% | Q4 2025 | Feb 10, 2026 |
| Renasant Bank | History | Reduced | 59,881 | 3,977 | 2.7% | 2.49% | 109 | -360 | -0.6% | Q4 2025 | Jan 30, 2026 |
| Wealth Advisors of Tampa Bay, LLC | History | Reduced | 59,834 | 3,974 | 1.37% | 1.42% | 110 | -5,533 | -8.46% | Q4 2025 | Feb 09, 2026 |
| Firestone Capital Management | History | Added to | 59,418 | 3,947 | 0.84% | 0.81% | 111 | +1,422 | 2.45% | Q4 2025 | Feb 09, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 58,064 | 3,878 | 0.38% | 0.37% | 112 | +3,599 | 6.61% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 54,964 | 3,651 | 0.04% | 0.04% | 113 | +450 | 0.83% | Q4 2025 | Jan 20, 2026 |
| Paladin Advisory Group, LLC | History | Reduced | 54,779 | 3,638 | 2.66% | 2.81% | 114 | -763 | -1.37% | Q4 2025 | Jan 21, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 54,270 | 3,605 | 0.05% | 0.05% | 115 | +4,158 | 8.3% | Q4 2025 | Feb 10, 2026 |
| SK Wealth Management, LLC | History | Reduced | 53,093 | 3,567 | 0.99% | 4.33% | 116 | -125,412 | -70.26% | Q4 2025 | Jan 30, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Reduced | 50,881 | 3,380 | 1.54% | 1.2% | 117 | -1,520 | -2.9% | Q4 2025 | Jan 23, 2026 |
| Shore Point Advisors, LLC | History | Reduced | 48,656 | 3,232 | 1.37% | 1.41% | 118 | -495 | -1.01% | Q4 2025 | Jan 23, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 47,430 | 3,150 | 1.81% | 1.72% | 119 | +6,172 | 14.96% | Q4 2025 | Feb 09, 2026 |
| KENNEDY INVESTMENT GROUP | History | Reduced | 46,224 | 3,070 | 1.16% | 1.21% | 120 | -724 | -1.54% | Q4 2025 | Feb 06, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 45,624 | 3,031 | 0.01% | 0.01% | 121 | +2,238 | 5.16% | Q4 2025 | Feb 11, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 45,422 | 3,017 | 0.25% | 0.38% | 122 | -21,852 | -32.48% | Q4 2025 | Jan 23, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 44,368 | 2,947 | 0.21% | 0.11% | 123 | +23,032 | 107.95% | Q4 2025 | Jan 21, 2026 |
| Park Place Capital Corp | History | Reduced | 43,940 | 2,918 | 0.61% | 1.05% | 124 | -32,208 | -42.3% | Q4 2025 | Jan 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 43,750 | 2,906 | 0.06% | 0.06% | 125 | +1,848 | 4.41% | Q4 2025 | Feb 09, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 43,035 | 2,858 | 0.21% | 0.27% | 126 | -6,434 | -13.01% | Q4 2025 | Jan 07, 2026 |
| RFG Advisory, LLC | History | Reduced | 42,731 | 2,838 | 0.05% | 0.06% | 127 | -1,227 | -2.79% | Q4 2025 | Feb 03, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 41,697 | 2,769 | 0.13% | 0.44% | 128 | -96,872 | -69.91% | Q4 2025 | Feb 13, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | New | 41,487 | 2,756 | 0.38% | — | 129 | +41,487 | New | Q4 2025 | Feb 20, 2026 |
| Selby Wealth Management, LLC | History | New | 41,305 | 2,743 | 1.11% | — | 130 | +41,305 | New | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 38,565 | 2,561 | 0.0% | 0.01% | 131 | -9,205 | -19.27% | Q4 2025 | Feb 17, 2026 |
| Clarity Retirement & Wealth, LLC | History | New | 38,388 | 2,550 | 2.24% | — | 133 | +38,388 | New | Q4 2025 | Feb 11, 2026 |
| DAVENPORT & Co LLC | History | Added to | 38,395 | 2,550 | 0.01% | 0.01% | 132 | +2,212 | 6.11% | Q4 2025 | Jan 12, 2026 |
| Grant Private Wealth Management Inc | History | Added to | 38,344 | 2,547 | 1.54% | 1.48% | 134 | +1,517 | 4.12% | Q4 2025 | Jan 05, 2026 |
| Sincerus Advisory, LLC | History | Added to | 37,150 | 2,467 | 1.98% | 1.79% | 135 | +4,983 | 15.49% | Q4 2025 | Jan 08, 2026 |
| Family Capital Management, Inc. | History | Added to | 37,126 | 2,466 | 1.1% | 0.5% | 136 | +20,992 | 130.11% | Q4 2025 | Jan 27, 2026 |
| Sun Financial Inc | History | New | 36,257 | 2,408 | 1.34% | — | 137 | +36,257 | New | Q4 2025 | Feb 02, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 36,037 | 2,393 | 0.02% | 0.04% | 138 | -45,566 | -55.84% | Q4 2025 | Feb 17, 2026 |
| Purkiss Capital Advisors LLC | History | Added to | 35,434 | 2,353 | 1.1% | 1.02% | 139 | +2,526 | 7.68% | Q4 2025 | Feb 04, 2026 |
| Convergence Financial, LLC | History | Added to | 34,764 | 2,309 | 0.34% | 0.31% | 141 | +3,239 | 10.27% | Q4 2025 | Feb 11, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 34,773 | 2,309 | 0.14% | 0.14% | 140 | -165 | -0.47% | Q4 2025 | Feb 10, 2026 |
| Denver PWM, LLC | History | No change | 36,773 | 2,301 | 0.77% | 0.72% | 142 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 33,574 | 2,230 | 0.42% | 0.33% | 143 | +6,916 | 25.94% | Q4 2025 | Jan 28, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 32,496 | 2,158 | 0.02% | 0.04% | 144 | -1,565 | -4.59% | Q4 2025 | Jan 29, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 32,463 | 2,156 | 0.25% | 0.25% | 145 | +14 | 0.04% | Q4 2025 | Feb 10, 2026 |
| Compass Financial Services Inc | History | Added to | 32,097 | 2,132 | 0.92% | 0.88% | 146 | +1,564 | 5.12% | Q4 2025 | Feb 27, 2026 |
| Cresset Asset Management, LLC | History | Added to | 31,715 | 2,106 | 0.01% | 0.0% | 147 | +26,496 | 507.68% | Q4 2025 | Feb 17, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 31,490 | 2,091 | 0.25% | 0.26% | 148 | +60 | 0.19% | Q4 2025 | Jan 26, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 31,355 | 2,082 | 0.56% | 0.01% | 150 | +31,115 | 12964.58% | Q4 2025 | Feb 09, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 31,346 | 2,082 | 0.03% | 0.04% | 149 | -2,486 | -7.35% | Q4 2025 | Feb 12, 2026 |
| Evolution Wealth Advisors, LLC | History | Reduced | 29,784 | 1,978 | 0.2% | 0.3% | 151 | -4,993 | -14.36% | Q4 2025 | Jan 12, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 29,640 | 1,969 | 0.76% | 0.77% | 152 | +2,107 | 7.65% | Q4 2025 | Jan 21, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 29,070 | 1,931 | 0.03% | 0.09% | 153 | -79,371 | -73.19% | Q4 2025 | Feb 02, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 28,102 | 1,866 | 0.13% | 0.1% | 154 | +7,820 | 38.56% | Q4 2025 | Jan 16, 2026 |
| Bright Futures Wealth Management, LLC. | History | Reduced | 27,777 | 1,845 | 1.37% | 1.89% | 155 | -9,546 | -25.58% | Q4 2025 | Feb 05, 2026 |
| Western Wealth Management, LLC | History | New | 27,125 | 1,801 | 0.08% | — | 156 | +27,125 | New | Q4 2025 | Feb 05, 2026 |
| IFP Advisors, Inc | History | Added to | 27,100 | 1,800 | 0.04% | 0.04% | 157 | +850 | 3.24% | Q4 2025 | Feb 06, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 26,999 | 1,793 | 0.33% | 0.32% | 158 | -196 | -0.72% | Q4 2025 | Jan 27, 2026 |
| Mattson Financial Services, LLC | History | Reduced | 25,904 | 1,720 | 0.4% | 0.66% | 159 | -16,564 | -39.0% | Q4 2025 | Feb 12, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 25,844 | 1,716 | 0.03% | 0.06% | 160 | -28,036 | -52.03% | Q4 2025 | Jan 22, 2026 |
| McLaughlin Asset Management, Inc. | History | New | 24,945 | 1,657 | 1.48% | — | 162 | +24,945 | New | Q4 2025 | Feb 20, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 24,957 | 1,657 | 0.79% | 0.69% | 161 | +1,451 | 6.17% | Q4 2025 | Feb 03, 2026 |
| Brown Financial Advisors | History | Reduced | 24,312 | 1,615 | 0.59% | 1.34% | 163 | -31,459 | -56.41% | Q4 2025 | Feb 17, 2026 |
| Indivisible Partners | History | New | 24,274 | 1,612 | 0.17% | — | 164 | +24,274 | New | Q4 2025 | Feb 03, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 23,902 | 1,587 | 0.09% | 0.16% | 165 | -19,371 | -44.76% | Q4 2025 | Jan 07, 2026 |
| Vise Technologies, Inc. | History | Added to | 23,504 | 1,561 | 0.03% | 0.03% | 166 | +12,780 | 119.17% | Q4 2025 | Feb 11, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 23,468 | 1,558 | 0.03% | 0.04% | 167 | -4,157 | -15.05% | Q4 2025 | Feb 19, 2026 |
| Security National Bank | History | Added to | 23,250 | 1,544 | 0.22% | 0.2% | 168 | +3,359 | 16.89% | Q4 2025 | Feb 05, 2026 |
| Gateway Wealth Partners, LLC | History | New | 23,025 | 1,529 | 0.17% | — | 169 | +23,025 | New | Q4 2025 | Feb 11, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Reduced | 23,007 | 1,528 | 0.66% | 0.76% | 170 | -2,663 | -10.37% | Q4 2025 | Jan 22, 2026 |
| Lionsbridge Wealth Management LLC | History | Reduced | 22,827 | 1,516 | 1.53% | 1.75% | 171 | -4,456 | -16.33% | Q4 2025 | Jan 26, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 22,734 | 1,510 | 0.03% | 0.03% | 172 | +1,261 | 5.87% | Q4 2025 | Feb 06, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 22,694 | 1,507 | 0.1% | 0.08% | 173 | +5,465 | 31.72% | Q4 2025 | Feb 03, 2026 |
| NCM Capital Management, LLC | History | Added to | 21,627 | 1,436 | 0.53% | 0.52% | 174 | +850 | 4.09% | Q4 2025 | Mar 02, 2026 |
| Saxony Capital Management, LLC | History | Reduced | 21,384 | 1,420 | 0.87% | 2.04% | 175 | -26,323 | -55.18% | Q4 2025 | Jan 15, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 20,891 | 1,387 | 0.63% | 0.53% | 176 | +2,439 | 13.22% | Q4 2025 | Jan 07, 2026 |
| MN Wealth Advisors, LLC | History | Reduced | 20,361 | 1,352 | 0.68% | 0.75% | 177 | -1,126 | -5.24% | Q4 2025 | Feb 02, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 19,769 | 1,313 | 0.06% | 0.07% | 178 | +2,607 | 15.19% | Q4 2025 | Jan 28, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 19,739 | 1,311 | 0.06% | 0.06% | 179 | -990 | -4.78% | Q4 2025 | Jan 20, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 19,628 | 1,303 | 0.0% | 0.0% | 180 | +3,284 | 20.09% | Q4 2025 | Feb 02, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 19,543 | 1,298 | 0.08% | 0.06% | 181 | -426 | -2.13% | Q4 2025 | Jan 30, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 19,491 | 1,294 | 0.05% | 0.29% | 182 | -48,959 | -71.53% | Q4 2025 | Feb 04, 2026 |
| FULTON BANK, N.A. | History | Added to | 19,274 | 1,280 | 0.04% | 0.03% | 183 | +4,778 | 32.96% | Q4 2025 | Jan 08, 2026 |
| Semus Wealth Partners LLC | History | Added to | 19,066 | 1,266 | 0.68% | 0.7% | 184 | +32 | 0.17% | Q4 2025 | Jan 27, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 18,933 | 1,257 | 0.14% | 0.12% | 185 | +2,729 | 16.84% | Q4 2025 | Jan 23, 2026 |
| Bedel Financial Consulting, Inc. | History | Reduced | 18,771 | 1,246 | 0.13% | 0.16% | 186 | -330 | -1.73% | Q4 2025 | Jan 28, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 18,633 | 1,237 | 0.02% | 0.02% | 187 | -262 | -1.39% | Q4 2025 | Feb 05, 2026 |
| Sigma Planning Corp | History | Reduced | 18,582 | 1,234 | 0.03% | 0.04% | 188 | -1,003 | -5.12% | Q4 2025 | Jan 30, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 18,506 | 1,229 | 0.03% | 0.03% | 190 | +1,322 | 7.69% | Q4 2025 | Jan 28, 2026 |
| Krilogy Financial LLC | History | Reduced | 18,350 | 1,229 | 0.04% | 0.05% | 189 | -820 | -4.28% | Q4 2025 | Jan 27, 2026 |
| Mechanics Bank Trust Department | History | Added to | 18,110 | 1,203 | 0.16% | 0.16% | 191 | +110 | 0.61% | Q4 2025 | Jan 14, 2026 |
| SIERRA OCEAN, LLC | History | Added to | 17,559 | 1,166 | 0.97% | 0.88% | 192 | +1,362 | 8.41% | Q4 2025 | Feb 06, 2026 |
| Allen Capital Group, LLC | History | Added to | 17,056 | 1,133 | 0.1% | 0.1% | 193 | +1,287 | 8.16% | Q4 2025 | Feb 09, 2026 |
| Integrity Investment Advisors, LLC | History | Reduced | 16,700 | 1,109 | 0.61% | 2.79% | 194 | -48,135 | -74.24% | Q4 2025 | Feb 13, 2026 |
| MCDONALD PARTNERS LLC | History | Added to | 16,499 | 1,096 | 0.35% | 0.18% | 195 | +7,192 | 77.28% | Q4 2025 | Feb 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 16,352 | 1,086 | 0.01% | 0.01% | 196 | +2,127 | 14.95% | Q4 2025 | Feb 12, 2026 |
| Plan Group Financial, LLC | History | Reduced | 16,182 | 1,074 | 0.28% | 0.28% | 197 | -35 | -0.22% | Q4 2025 | Feb 03, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 16,054 | 1,066 | 0.01% | 0.01% | 198 | -2,762 | -14.68% | Q4 2025 | Feb 03, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | Added to | 15,895 | 1,055 | 1.06% | 1.62% | 199 | +666 | 4.37% | Q4 2025 | Feb 05, 2026 |
| Balentine LLC | History | No change | 15,622 | 1,037 | 0.04% | 0.04% | 200 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | No change | 15,455 | 1,026 | 0.25% | 0.23% | 201 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 15,324 | 1,017 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| JSF Financial, LLC | History | Added to | 15,215 | 1,010 | 0.21% | 0.22% | 203 | +51 | 0.34% | Q4 2025 | Feb 04, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 15,143 | 1,005 | 0.08% | 0.08% | 204 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Breakwater Capital Group | History | Added to | 14,961 | 993 | 0.14% | 0.14% | 205 | +631 | 4.4% | Q4 2025 | Jan 09, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 14,917 | 990 | 0.01% | 0.03% | 206 | -16,605 | -52.68% | Q4 2025 | Jan 21, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 14,658 | 973 | 0.11% | 0.13% | 207 | -2,681 | -15.46% | Q4 2025 | Jan 15, 2026 |
| NVWM, LLC | History | Added to | 14,361 | 954 | 0.21% | 0.2% | 208 | +545 | 3.94% | Q4 2025 | Jan 20, 2026 |
| Strategic Wealth Advisors LLC | History | New | 13,955 | 927 | 0.79% | — | 209 | +13,955 | New | Q4 2025 | Feb 03, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | New | 13,785 | 915 | 0.01% | — | 210 | +13,785 | New | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | New | 13,768 | 914 | 0.0% | — | 211 | +13,768 | New | Q4 2025 | Mar 09, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 13,738 | 912 | 0.07% | 0.04% | 212 | +4,522 | 49.07% | Q4 2025 | Feb 11, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 13,572 | 901 | 0.01% | 0.02% | 213 | -4,658 | -25.55% | Q4 2025 | Feb 03, 2026 |
| Capital Analysts, LLC | History | Added to | 13,498 | 897 | 0.03% | 0.02% | 214 | +2,465 | 22.34% | Q4 2025 | Feb 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 13,461 | 880 | 0.02% | 0.02% | 215 | +1,119 | 9.07% | Q4 2025 | Feb 11, 2026 |
| Tradewinds, LLC. | History | No change | 13,254 | 880 | 0.21% | 0.21% | 216 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Mascagni Wealth Management, Inc. | History | Reduced | 13,095 | 869 | 0.65% | 0.67% | 217 | -351 | -2.61% | Q4 2025 | Feb 11, 2026 |
| MEMBERS WEALTH LLC | History | Reduced | 12,683 | 849 | 0.53% | 0.56% | 218 | -906 | -6.67% | Q4 2025 | Jan 28, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 12,247 | 813 | 0.01% | 0.01% | 219 | -1,127 | -8.43% | Q4 2025 | Jan 23, 2026 |
| Valmark Advisers, Inc. | History | Added to | 12,139 | 806 | 0.01% | 0.01% | 220 | +830 | 7.34% | Q4 2025 | Jan 26, 2026 |
| Mountain Capital Investment Advisors Inc. | History | Added to | 12,012 | 804 | 0.13% | 0.12% | 221 | +1,254 | 11.66% | Q4 2025 | Jan 28, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 12,008 | 797 | 0.15% | 0.15% | 222 | +691 | 6.11% | Q4 2025 | Feb 10, 2026 |
| M Holdings Securities, Inc. | History | New | 11,945 | 794 | 0.06% | — | 223 | +11,945 | New | Q4 2025 | Feb 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 11,900 | 790 | 0.0% | 0.0% | 224 | -23,820 | -66.69% | Q4 2025 | Feb 12, 2026 |
| Atria Investments, Inc | History | Reduced | 11,555 | 767 | 0.01% | 0.05% | 225 | -56,910 | -83.12% | Q4 2025 | Feb 05, 2026 |
| Simplicity Wealth,LLC | History | Added to | 11,419 | 758 | 0.05% | 0.03% | 226 | +3,187 | 38.71% | Q4 2025 | Jan 30, 2026 |
| SageView Advisory Group, LLC | History | Added to | 10,975 | 729 | 0.02% | 0.02% | 227 | +255 | 2.38% | Q4 2025 | Feb 17, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Reduced | 10,833 | 719 | 0.4% | 0.4% | 228 | -203 | -1.84% | Q4 2025 | Jan 30, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 10,780 | 716 | 0.17% | 0.22% | 229 | -1,759 | -14.03% | Q4 2025 | Feb 02, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 10,620 | 705 | 0.0% | 0.0% | 230 | +1,443 | 15.72% | Q4 2025 | Jan 29, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 10,460 | 695 | 0.04% | 0.03% | 231 | +2,030 | 24.08% | Q4 2025 | Feb 13, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 10,379 | 689 | 0.08% | 0.13% | 232 | -7,789 | -42.87% | Q4 2025 | Feb 18, 2026 |
| ARWA LLC | History | New | 10,187 | 676 | 0.39% | — | 233 | +10,187 | New | Q4 2025 | Feb 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 10,101 | 671 | 0.0% | 0.0% | 234 | +5,442 | 116.81% | Q4 2025 | Feb 17, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 9,916 | 658 | 0.01% | 0.02% | 235 | -2,913 | -22.71% | Q4 2025 | Feb 17, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 9,899 | 657 | 0.02% | 0.02% | 236 | +1,708 | 20.85% | Q4 2025 | Feb 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 9,742 | 647 | 0.01% | — | 237 | +9,742 | New | Q4 2025 | Feb 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 9,742 | 647 | 0.03% | 0.04% | 238 | -65 | -0.66% | Q4 2025 | Feb 12, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 9,537 | 633 | 0.07% | 0.14% | 239 | -9,082 | -48.78% | Q4 2025 | Jan 14, 2026 |
| Essex Bank | History | Added to | 9,287 | 616 | 0.13% | 0.13% | 240 | +490 | 5.57% | Q4 2025 | Feb 02, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 9,220 | 612 | 0.61% | — | 241 | +9,220 | New | Q4 2025 | Feb 19, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 9,114 | 605 | 0.33% | 0.32% | 242 | +656 | 7.76% | Q4 2025 | Jan 30, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 8,993 | 597 | 0.05% | 0.04% | 243 | +1,426 | 18.84% | Q4 2025 | Jan 26, 2026 |
| EHRLICH FINANCIAL GROUP | History | Added to | 8,815 | 585 | 0.33% | 0.27% | 244 | +1,703 | 23.95% | Q4 2025 | Jan 06, 2026 |
| Ancora Advisors LLC | History | Added to | 8,726 | 579 | 0.01% | 0.01% | 245 | +713 | 8.9% | Q4 2025 | Feb 17, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 8,679 | 576 | 0.06% | 0.06% | 246 | +862 | 11.03% | Q4 2025 | Feb 13, 2026 |
| CAP Partners, LLC | History | Added to | 8,484 | 563 | 0.32% | 0.3% | 247 | +275 | 3.35% | Q4 2025 | Feb 04, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 8,329 | 553 | 0.03% | 0.03% | 248 | -1,020 | -10.91% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 8,279 | 549 | 0.01% | 0.01% | 249 | +505 | 6.5% | Q4 2025 | Feb 06, 2026 |
| Cerity Partners LLC | History | Reduced | 8,127 | 539 | 0.0% | 0.0% | 250 | -324 | -3.83% | Q4 2025 | Feb 11, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 8,040 | 534 | 0.13% | 0.06% | 251 | +4,159 | 107.16% | Q4 2025 | Feb 11, 2026 |
| Private Wealth Partners, LLC | History | No change | 8,000 | 531 | 0.04% | 0.04% | 252 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Dakota Wealth Management | History | New | 7,961 | 528 | 0.01% | — | 253 | +7,961 | New | Q4 2025 | Jan 13, 2026 |
| Ankerstar Wealth, LLC | History | New | 7,676 | 509 | 0.51% | — | 254 | +7,676 | New | Q4 2025 | Feb 12, 2026 |
| Bank of Marin | History | No change | 7,632 | 506 | 0.35% | 0.35% | 255 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Core Wealth Partners LLC | History | New | 7,602 | 504 | 0.23% | — | 256 | +7,602 | New | Q4 2025 | Feb 17, 2026 |
| First PREMIER Bank | History | Added to | 7,397 | 492 | 0.11% | 0.1% | 257 | +954 | 14.81% | Q4 2025 | Jan 23, 2026 |
| BLVD Private Wealth, LLC | History | Reduced | 7,142 | 474 | 0.41% | 0.42% | 258 | -447 | -5.89% | Q4 2025 | Jan 27, 2026 |
| Savvy Advisors, Inc. | History | New | 7,133 | 473 | 0.02% | — | 259 | +7,133 | New | Q4 2025 | Jan 20, 2026 |
| Clearstead Trust, LLC | History | Added to | 6,879 | 456 | 0.07% | 0.07% | 260 | +222 | 3.33% | Q4 2025 | Feb 09, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 6,720 | 446 | 0.02% | 0.03% | 261 | -338 | -4.79% | Q4 2025 | Jan 20, 2026 |
| EWA, LLC | History | Added to | 6,713 | 445 | 0.11% | 0.12% | 262 | +13 | 0.19% | Q4 2025 | Feb 03, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 6,692 | 444 | 0.0% | 0.01% | 263 | +6 | 0.09% | Q4 2025 | Feb 10, 2026 |
| COMERICA BANK | History | Added to | 6,535 | 434 | 0.0% | 0.0% | 264 | +348 | 5.62% | Q4 2025 | Jan 29, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 6,522 | 433 | 0.11% | 0.11% | 265 | +12 | 0.18% | Q4 2025 | Jan 07, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 6,430 | 427 | 0.0% | — | 266 | +6,430 | New | Q4 2025 | Feb 18, 2026 |
| Creative Planning | History | Added to | 6,168 | 409 | 0.0% | 0.0% | 267 | +1,672 | 37.19% | Q4 2025 | Feb 17, 2026 |
| Investment Advisory Group, LLC | History | Added to | 6,023 | 400 | 0.1% | 0.1% | 268 | +246 | 4.26% | Q4 2025 | Jan 23, 2026 |
| Marks Group Wealth Management, Inc | History | Added to | 6,006 | 398 | 0.04% | 0.04% | 269 | +167 | 2.86% | Q4 2025 | Feb 11, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Added to | 5,630 | 374 | 0.1% | 0.09% | 270 | +800 | 16.56% | Q4 2025 | Feb 11, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | New | 5,626 | 373 | 0.32% | — | 271 | +5,626 | New | Q4 2025 | Feb 05, 2026 |
| Lewis Asset Management, LLC | History | Added to | 5,525 | 367 | 0.15% | 0.14% | 272 | +98 | 1.81% | Q4 2025 | Jan 15, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | No change | 5,499 | 365 | 0.13% | 0.13% | 273 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CoreCap Advisors, LLC | History | Added to | 5,261 | 349 | 0.01% | 0.01% | 274 | +670 | 14.59% | Q4 2025 | Jan 13, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Added to | 5,186 | 344 | 0.07% | 0.07% | 275 | +279 | 5.69% | Q4 2025 | Feb 09, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 5,097 | 338 | 0.22% | 0.17% | 276 | +1,057 | 26.16% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Added to | 5,069 | 336 | 0.0% | 0.0% | 278 | +878 | 20.95% | Q4 2025 | Jan 26, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 5,051 | 336 | 0.09% | 0.08% | 277 | +771 | 18.01% | Q4 2025 | Jan 26, 2026 |
| Merit Financial Group, LLC | History | Added to | 4,976 | 330 | 0.0% | 0.0% | 279 | +742 | 17.52% | Q4 2025 | Jan 26, 2026 |
| Ignite Planners, LLC | History | Reduced | 4,928 | 330 | 0.05% | 0.06% | 280 | -376 | -7.09% | Q4 2025 | Feb 06, 2026 |
| Legacy CG, LLC | History | Reduced | 4,910 | 326 | 0.09% | 4.59% | 281 | -245,993 | -98.04% | Q4 2025 | Jan 26, 2026 |
| Paladin Wealth, LLC | History | Reduced | 4,818 | 320 | 0.22% | 1.06% | 283 | -17,715 | -78.62% | Q4 2025 | Jan 15, 2026 |
| Vienna Asset Management LLC | History | Reduced | 4,817 | 320 | 0.18% | 0.29% | 282 | -2,593 | -34.99% | Q4 2025 | Feb 13, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Reduced | 4,810 | 319 | 0.21% | 0.32% | 285 | -2,286 | -32.22% | Q4 2025 | Feb 11, 2026 |
| Avestar Capital, LLC | History | No change | 4,814 | 319 | 0.02% | 0.02% | 284 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Resurgent Financial Advisors LLC | History | Reduced | 4,737 | 314 | 0.16% | 0.19% | 286 | -1,179 | -19.93% | Q4 2025 | Feb 12, 2026 |
| Mutual Advisors, LLC | History | Added to | 4,610 | 306 | 0.01% | 0.01% | 287 | +704 | 18.02% | Q4 2025 | Feb 02, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 4,220 | 280 | 0.09% | 0.11% | 288 | +13 | 0.31% | Q4 2025 | Jan 08, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 4,209 | 279 | 0.01% | 0.01% | 289 | +200 | 4.99% | Q4 2025 | Feb 05, 2026 |
| IFG Advisory, LLC | History | Reduced | 4,149 | 275 | 0.01% | 0.01% | 290 | -539 | -11.5% | Q4 2025 | Feb 10, 2026 |
| Fortis Advisors, LLC | History | Added to | 4,124 | 273 | 0.15% | 0.15% | 291 | +8 | 0.19% | Q4 2025 | Feb 10, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 4,100 | 272 | 0.08% | 0.08% | 292 | +4 | 0.1% | Q4 2025 | Jan 20, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | New | 4,059 | 269 | 0.23% | — | 293 | +4,059 | New | Q4 2025 | Feb 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 4,027 | 267 | 0.0% | — | 294 | +4,027 | New | Q4 2025 | Feb 17, 2026 |
| Key FInancial Inc | History | Added to | 4,009 | 266 | 0.05% | 0.03% | 295 | +1,110 | 38.29% | Q4 2025 | Feb 09, 2026 |
| StoneX Group Inc. | History | Reduced | 3,909 | 259 | 0.01% | 0.02% | 296 | -3,570 | -47.73% | Q4 2025 | Feb 12, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 3,867 | 256 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 3,812 | 253 | 0.0% | 0.01% | 298 | -3,452 | -47.52% | Q4 2025 | Feb 13, 2026 |
| Focus Financial Network, Inc. | History | New | 3,771 | 250 | 0.01% | — | 299 | +3,771 | New | Q4 2025 | Jan 12, 2026 |
| Vantage Point Financial LLC | History | New | 3,743 | 248 | 0.09% | — | 301 | +3,743 | New | Q4 2025 | Feb 02, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Reduced | 3,741 | 248 | 0.07% | 0.08% | 300 | -267 | -6.66% | Q4 2025 | Jan 26, 2026 |
| Essex Financial Services, Inc. | History | New | 3,686 | 244 | 0.01% | — | 302 | +3,686 | New | Q4 2025 | Feb 10, 2026 |
| Maia Wealth LLC | History | Reduced | 3,632 | 242 | 0.04% | 0.04% | 303 | -1 | -0.03% | Q4 2025 | Feb 17, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 3,629 | 241 | 0.03% | — | 304 | +3,629 | New | Q4 2025 | Feb 09, 2026 |
| Kovack Advisors, Inc. | History | New | 3,599 | 239 | 0.01% | — | 305 | +3,599 | New | Q4 2025 | Feb 17, 2026 |
| Oakworth Capital, Inc. | History | Reduced | 3,560 | 236 | 0.01% | 0.02% | 306 | -1,446 | -28.89% | Q4 2025 | Jan 30, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 3,530 | 234 | 0.02% | 0.02% | 307 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Midwest Trust Co | History | New | 3,500 | 232 | 0.0% | — | 309 | +3,500 | New | Q4 2025 | Feb 04, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 3,482 | 232 | 0.05% | 0.05% | 308 | +119 | 3.54% | Q4 2025 | Feb 05, 2026 |
| Claro Advisors Inc. | History | No change | 3,450 | 229 | 0.03% | 0.03% | 310 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 3,441 | 228 | 0.03% | 0.05% | 311 | -1,800 | -34.34% | Q4 2025 | Feb 10, 2026 |
| Cambridge Advisors Inc. | History | New | 3,393 | 225 | 0.04% | — | 312 | +3,393 | New | Q4 2025 | Jan 21, 2026 |
| Allred Capital Management, LLC | History | Added to | 3,380 | 224 | 0.08% | 0.07% | 313 | +108 | 3.3% | Q4 2025 | Feb 10, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 3,351 | 222 | 0.02% | 0.02% | 314 | -397 | -10.59% | Q4 2025 | Jan 23, 2026 |
| Capital Advisors Wealth Management, LLC | History | New | 3,324 | 220 | 0.03% | — | 316 | +3,324 | New | Q4 2025 | Jan 21, 2026 |
| Intrua Financial, LLC | History | New | 3,321 | 220 | 0.02% | — | 315 | +3,321 | New | Q4 2025 | Feb 05, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 3,290 | 218 | 0.0% | 0.0% | 317 | +35 | 1.08% | Q4 2025 | Feb 13, 2026 |
| Ellis Investment Partners, LLC | History | New | 3,245 | 215 | 0.04% | — | 319 | +3,245 | New | Q4 2025 | Feb 02, 2026 |
| Lunt Capital Management, Inc. | History | New | 3,237 | 215 | 0.08% | — | 318 | +3,237 | New | Q4 2025 | Jan 23, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 3,143 | 210 | 0.08% | 0.08% | 320 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 3,155 | 209 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Betterment LLC | History | New | 3,092 | 205 | 0.0% | — | 322 | +3,092 | New | Q4 2025 | Feb 12, 2026 |
| Simmons Bank | History | New | 3,085 | 204 | 0.01% | — | 323 | +3,085 | New | Q4 2025 | Feb 05, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 2,955 | 196 | 0.04% | 0.04% | 324 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 2,716 | 180 | 0.0% | 0.0% | 325 | +819 | 43.17% | Q4 2025 | Feb 13, 2026 |
| AlphaCore Capital LLC | History | No change | 2,650 | 176 | 0.0% | 0.01% | 326 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Ulland Investment Advisors, LLC | History | Added to | 2,420 | 161 | 0.13% | 0.12% | 327 | +50 | 2.11% | Q4 2025 | Jan 08, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 2,102 | 139 | 0.14% | 0.16% | 328 | -133 | -5.95% | Q4 2025 | Feb 13, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 1,963 | 130 | 0.01% | 0.01% | 329 | +213 | 12.17% | Q4 2025 | Jan 28, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,916 | 127 | 0.0% | 0.0% | 330 | +3 | 0.16% | Q4 2025 | Feb 12, 2026 |
| LRI Investments, LLC | History | New | 1,899 | 126 | 0.01% | — | 331 | +1,899 | New | Q4 2025 | Feb 04, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 1,870 | 124 | 0.01% | 0.01% | 332 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Millstone Evans Group, LLC | History | No change | 1,870 | 124 | 0.07% | 0.08% | 333 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 1,553 | 103 | 0.09% | 0.09% | 334 | +78 | 5.29% | Q4 2025 | Jan 26, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 1,507 | 100 | 0.01% | 0.01% | 335 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 1,340 | 89 | 0.05% | 0.06% | 336 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Signature Equity Partners, LLC | History | New | 1,201 | 79 | 0.04% | — | 338 | +1,201 | New | Q4 2025 | Feb 17, 2026 |
| Root Financial Partners, LLC | History | No change | 1,200 | 79 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 906 | 60 | 0.0% | — | 339 | +906 | New | Q4 2025 | Feb 09, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 898 | 59 | 0.05% | — | 340 | +898 | New | Q4 2025 | Feb 10, 2026 |
| ASSETMARK, INC | History | Added to | 776 | 51 | 0.0% | 0.0% | 341 | +144 | 22.78% | Q4 2025 | Jan 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 644 | 42 | 0.0% | 0.0% | 342 | -465 | -41.93% | Q4 2025 | Feb 13, 2026 |
| High Note Wealth, LLC | History | New | 622 | 41 | 0.01% | — | 343 | +622 | New | Q4 2025 | Feb 05, 2026 |
| Parallel Advisors, LLC | History | Reduced | 534 | 35 | 0.0% | 0.0% | 344 | -660 | -55.28% | Q4 2025 | Feb 11, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 516 | 34 | 0.03% | — | 345 | +516 | New | Q4 2025 | Feb 11, 2026 |
| ORG Partners LLC | History | Reduced | 442 | 29 | 0.01% | 0.01% | 347 | -53 | -10.71% | Q4 2025 | Jan 14, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 437 | 29 | 0.01% | 0.01% | 346 | +1 | 0.23% | Q4 2025 | Feb 10, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 410 | 27 | 0.03% | 0.02% | 348 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Anfield Capital Management, LLC | History | No change | 319 | 21 | 0.01% | 0.01% | 349 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Larson Financial Group LLC | History | Reduced | 303 | 20 | 0.0% | 0.0% | 351 | -596 | -66.3% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Added to | 298 | 20 | 0.0% | 0.0% | 350 | +72 | 31.86% | Q4 2025 | Jan 26, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | New | 300 | 19 | 0.01% | — | 353 | +300 | New | Q4 2025 | Feb 17, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 300 | 19 | 0.0% | 0.0% | 352 | +136 | 82.93% | Q4 2025 | Feb 18, 2026 |
| FMR LLC | History | Added to | 274 | 18 | 0.0% | 0.0% | 354 | +70 | 34.31% | Q4 2025 | Feb 17, 2026 |
| MCF Advisors LLC | History | New | 175 | 11 | 0.0% | — | 355 | +175 | New | Q4 2025 | Feb 11, 2026 |
| Stephens Consulting, LLC | History | No change | 150 | 9 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Investors Portfolio Services LLC | History | New | 127 | 8 | 0.01% | — | 358 | +127 | New | Q4 2025 | Feb 09, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 125 | 8 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 119 | 7 | 0.0% | 0.01% | 359 | -14,401 | -99.18% | Q4 2025 | Jan 16, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 72 | 4 | 0.0% | 0.0% | 360 | -19 | -20.88% | Q4 2025 | Feb 13, 2026 |
| BAYBAN | History | New | 46 | 3 | 0.0% | — | 361 | +46 | New | Q4 2025 | Mar 05, 2026 |
| Sunbelt Securities, Inc. | History | No change | 42 | 2 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 26 | 1 | 0.0% | — | 369 | +26 | New | Q4 2025 | Feb 18, 2026 |
| Triumph Capital Management | History | New | 21 | 1 | 0.0% | — | 366 | +21 | New | Q4 2025 | Feb 12, 2026 |
| Investment Research & Advisory Group, Inc. | History | New | 19 | 1 | 0.0% | — | 367 | +19 | New | Q4 2025 | Jan 20, 2026 |
| Financial Connections Group, Inc. | History | New | 19 | 1 | 0.0% | — | 368 | +19 | New | Q4 2025 | Jan 23, 2026 |
| Roble, Belko & Company, Inc | History | No change | 13 | 1 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Morse Asset Management, Inc | History | No change | 25 | 1 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.68% | — | -72,039 | -100.0% | Q3 2025 | Nov 13, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -26,616 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,324 | -100.0% | Q3 2025 | Nov 10, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,205 | -100.0% | Q3 2025 | Nov 14, 2025 |
| A4 Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.78% | — | -14,203 | -100.0% | Q3 2025 | Nov 04, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,799 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -11,532 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Fortis Group Advisors, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -10,927 | -100.0% | Q3 2025 | Nov 07, 2025 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.56% | — | -8,702 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Arbor Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -6,157 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.05% | — | -6,140 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,710 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OmniStar Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.22% | — | -5,652 | -100.0% | Q3 2025 | Nov 17, 2025 |
| HIGHLINE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,907 | -100.0% | Q3 2025 | Oct 14, 2025 |
| New Republic Capital, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -3,870 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Investment Partners Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.14% | — | -3,248 | -100.0% | Q3 2025 | Oct 20, 2025 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,603 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FIRST HORIZON CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -740 | -100.0% | Q3 2025 | Oct 27, 2025 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -253 | -99.61% | Q4 2025 | Feb 11, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Tidemark, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Nov 03, 2025 |
| JFS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Allworth Financial LP | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 05, 2026 |
| Decker Retirement Planning Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 27, 2025 |
| DHJJ Financial Advisors, Ltd. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BIRCHBROOK, INC. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |