Janus Detroit Street Trust - JMBS
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 15 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 25,412,542 | 1,161,099 | 0.07% | 0.06% | 1 | +4,119,668 | 19.35% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 21,610,598 | 987,388 | 0.15% | 0.16% | 2 | +82,081 | 0.38% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 18,328,065 | 837,409 | 0.06% | 0.06% | 3 | -3,302 | -0.02% | Q4 2025 | Feb 17, 2026 |
| Richard Bernstein Advisors LLC | History | Reduced | 8,887,247 | 406,058 | 11.93% | 11.68% | 4 | -64,709 | -0.72% | Q4 2025 | Feb 03, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 3,416,401 | 156,095 | 0.05% | 0.05% | 5 | -79,588 | -2.28% | Q4 2025 | Feb 18, 2026 |
| Haverford Trust Co | History | Added to | 3,213,656 | 146,831 | 1.31% | 1.16% | 6 | +389,469 | 13.79% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 3,083,006 | 140,862 | 0.21% | 0.19% | 7 | +62,475 | 2.07% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 3,028,220 | 138,359 | 0.04% | 0.04% | 8 | -80,811 | -2.6% | Q4 2025 | Feb 10, 2026 |
| Focus Partners Wealth | History | New | 2,806,002 | 128,206 | 0.15% | — | 9 | +2,806,002 | New | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 2,363,530 | 107,989 | 0.02% | 0.01% | 10 | +299,387 | 14.5% | Q4 2025 | Jan 29, 2026 |
| Gradient Investments LLC | History | Added to | 2,227,206 | 101,761 | 1.62% | 1.63% | 11 | +88,393 | 4.13% | Q4 2025 | Jan 08, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,078,364 | 94,960 | 0.02% | — | 12 | +2,078,364 | New | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 1,893,478 | 86,588 | 0.12% | 0.02% | 13 | +1,654,186 | 691.28% | Q4 2025 | Jan 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,886,211 | 86,180 | 0.02% | 0.02% | 14 | +124,760 | 7.08% | Q4 2025 | Feb 13, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 1,809,457 | 82,674 | 4.41% | 4.24% | 15 | +87,647 | 5.09% | Q4 2025 | Jan 15, 2026 |
| Modern Wealth Management, LLC | History | Added to | 1,742,797 | 79,628 | 1.45% | 1.27% | 16 | +340,983 | 24.32% | Q4 2025 | Feb 17, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 1,647,295 | 75,264 | 2.48% | 2.48% | 17 | +173,403 | 11.76% | Q4 2025 | Jan 14, 2026 |
| LPL Financial LLC | History | Added to | 1,562,681 | 71,398 | 0.02% | 0.02% | 18 | +107,267 | 7.37% | Q4 2025 | Feb 11, 2026 |
| Madison Asset Management, LLC | History | Reduced | 1,532,028 | 69,998 | 0.8% | 0.83% | 19 | -109,092 | -6.65% | Q4 2025 | Feb 04, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,507,417 | 68,873 | 1.26% | 1.2% | 20 | +77,711 | 5.44% | Q4 2025 | Feb 11, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,224,672 | 55,955 | 0.01% | 0.01% | 21 | -37,076 | -2.94% | Q4 2025 | Feb 10, 2026 |
| CAPITAL ADVISORS INC/OK | History | Reduced | 1,071,357 | 48,950 | 0.79% | 0.82% | 22 | -8,159 | -0.76% | Q4 2025 | Jan 15, 2026 |
| Divergent Planning, LLC | History | Added to | 918,067 | 41,845 | 10.69% | 10.61% | 23 | +43,628 | 4.99% | Q4 2025 | Jan 12, 2026 |
| CGN Advisors LLC | History | Added to | 879,758 | 40,196 | 3.18% | 3.18% | 24 | +33,471 | 3.96% | Q4 2025 | Jan 05, 2026 |
| AlphaCore Capital LLC | History | Added to | 825,936 | 37,737 | 0.84% | 0.01% | 25 | +821,577 | 18847.83% | Q4 2025 | Feb 05, 2026 |
| Cetera Investment Advisers | History | Added to | 743,409 | 33,966 | 0.04% | 0.04% | 26 | +30,312 | 4.25% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 708,135 | 32,354 | 0.04% | 0.04% | 27 | +56,703 | 8.7% | Q4 2025 | Feb 02, 2026 |
| KWB Wealth | History | Added to | 690,537 | 31,550 | 2.99% | 0.42% | 28 | +605,298 | 710.12% | Q4 2025 | Jan 12, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Added to | 653,722 | 29,868 | 3.66% | 2.11% | 29 | +330,114 | 102.01% | Q4 2025 | Jan 09, 2026 |
| Corient Private Wealth LLC | History | Reduced | 888,078 | 28,821 | 0.04% | 0.13% | 30 | -912,706 | -50.68% | Q4 2025 | Mar 09, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 623,852 | 28,503 | 1.77% | 1.65% | 31 | +26,043 | 4.36% | Q4 2025 | Jan 21, 2026 |
| ARVEST INVESTMENTS, INC. | History | Reduced | 608,488 | 27,801 | 3.91% | 3.99% | 32 | -510 | -0.08% | Q4 2025 | Jan 20, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 607,883 | 27,774 | 0.2% | 0.18% | 33 | +65,945 | 12.17% | Q4 2025 | Feb 17, 2026 |
| Towneley Capital Management, Inc / DE | History | Added to | 598,262 | 27,334 | 5.76% | 5.85% | 34 | +8,858 | 1.5% | Q4 2025 | Jan 30, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 596,680 | 27,261 | 0.52% | 0.49% | 35 | +60,081 | 11.2% | Q4 2025 | Feb 12, 2026 |
| Horizon Investments, LLC | History | Added to | 551,200 | 25,184 | 0.32% | 0.32% | 36 | +6,913 | 1.27% | Q4 2025 | Feb 02, 2026 |
| Legacy Private Trust Co. | History | Added to | 544,963 | 24,899 | 1.46% | 1.29% | 37 | +69,801 | 14.69% | Q4 2025 | Jan 08, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 503,395 | 23,000 | 0.04% | 0.04% | 38 | +77,059 | 18.07% | Q4 2025 | Mar 16, 2026 |
| Kestra Investment Management, LLC | History | Added to | 502,128 | 22,942 | 0.56% | 0.52% | 39 | +76,821 | 18.06% | Q4 2025 | Feb 09, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 467,887 | 21,377 | 1.13% | 1.17% | 40 | +21,270 | 4.76% | Q4 2025 | Jan 23, 2026 |
| AllGen Financial Advisors, Inc. | History | Added to | 449,678 | 20,545 | 4.87% | 3.62% | 41 | +127,255 | 39.47% | Q4 2025 | Jan 22, 2026 |
| Leo Wealth, LLC | History | Added to | 434,248 | 19,845 | 1.44% | 0.93% | 42 | +277,996 | 177.92% | Q4 2025 | Jan 21, 2026 |
| Financial Enhancement Group LLC | History | Added to | 419,204 | 19,216 | 2.5% | 2.55% | 43 | +2,540 | 0.61% | Q4 2025 | Jan 23, 2026 |
| SeaBridge Investment Advisors LLC | History | Reduced | 414,195 | 18,924 | 3.12% | 3.2% | 44 | -17,358 | -4.02% | Q4 2025 | Jan 26, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | Added to | 397,054 | 18,141 | 1.84% | 0.97% | 45 | +193,694 | 95.25% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 380,847 | 17,400 | 0.0% | 0.0% | 46 | +323,022 | 558.62% | Q4 2025 | Feb 17, 2026 |
| Asio Capital, LLC | History | Added to | 351,297 | 16,050 | 2.26% | 2.3% | 47 | +15,480 | 4.61% | Q4 2025 | Jan 21, 2026 |
| Insight Wealth Strategies, LLC | History | New | 350,856 | 16,030 | 1.84% | — | 48 | +350,856 | New | Q4 2025 | Jan 02, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 339,315 | 15,503 | 0.04% | 0.04% | 49 | +5,611 | 1.68% | Q4 2025 | Feb 11, 2026 |
| Goelzer Investment Management, Inc. | History | Added to | 325,991 | 14,894 | 0.69% | 0.76% | 50 | +13,725 | 4.4% | Q4 2025 | Jan 14, 2026 |
| Blue Edge Capital, LLC | History | Added to | 325,450 | 14,869 | 1.99% | 2.04% | 51 | +11,670 | 3.72% | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 324,417 | 14,823 | 0.04% | 0.04% | 52 | +10,123 | 3.22% | Q4 2025 | Feb 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 322,466 | 14,733 | 0.05% | 0.06% | 53 | -5,716 | -1.74% | Q4 2025 | Feb 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 319,652 | 14,604 | 0.04% | 0.04% | 54 | -19,882 | -5.86% | Q4 2025 | Feb 13, 2026 |
| Focused Wealth Management, Inc | History | Added to | 291,732 | 13,329 | 1.39% | 1.28% | 55 | +27,830 | 10.55% | Q4 2025 | Jan 29, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 280,807 | 12,830 | 0.6% | 0.6% | 56 | +13,307 | 4.97% | Q4 2025 | Feb 13, 2026 |
| SEVEN MILE ADVISORY | History | Added to | 275,386 | 12,582 | 2.16% | 1.9% | 57 | +17,955 | 6.97% | Q4 2025 | Feb 13, 2026 |
| Secure Asset Management, LLC | History | Added to | 274,201 | 12,528 | 1.96% | 1.95% | 58 | +13,975 | 5.37% | Q4 2025 | Jan 20, 2026 |
| Allen Capital Group, LLC | History | Added to | 273,933 | 12,515 | 1.15% | 1.09% | 59 | +20,723 | 8.18% | Q4 2025 | Feb 09, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 264,593 | 12,089 | 4.41% | 4.47% | 60 | +8,136 | 3.17% | Q4 2025 | Feb 04, 2026 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | History | Added to | 239,165 | 10,927 | 2.53% | 2.07% | 61 | +40,995 | 20.69% | Q4 2025 | Feb 13, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Added to | 231,243 | 10,565 | 5.75% | 4.49% | 62 | +43,751 | 23.33% | Q4 2025 | Jan 28, 2026 |
| Pictet North America Advisors SA | History | Reduced | 227,223 | 10,381 | 0.99% | 1.5% | 63 | -122,826 | -35.09% | Q4 2025 | Jan 16, 2026 |
| True North Advisors, LLC | History | New | 225,335 | 10,295 | 1.33% | — | 64 | +225,335 | New | Q4 2025 | Jan 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 207,267 | 9,470 | 0.01% | 0.01% | 65 | -9,773 | -4.5% | Q4 2025 | Feb 06, 2026 |
| Englebert Financial Advisers, LLC | History | New | 189,972 | 8,679 | 9.93% | — | 66 | +189,972 | New | Q4 2025 | Feb 04, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 181,147 | 8,276 | 0.11% | — | 67 | +181,147 | New | Q4 2025 | Feb 06, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 172,185 | 7,867 | 0.01% | 0.01% | 68 | +10,244 | 6.33% | Q4 2025 | Feb 13, 2026 |
| Seed Wealth Management, Inc. | History | Added to | 171,652 | 7,842 | 5.41% | 4.72% | 69 | +22,108 | 14.78% | Q4 2025 | Jan 21, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 170,978 | 7,811 | 0.38% | 0.54% | 70 | +2,325 | 1.38% | Q4 2025 | Feb 12, 2026 |
| Symphony Financial Services, Inc. | History | Reduced | 168,814 | 7,713 | 3.95% | 4.16% | 71 | -419 | -0.25% | Q4 2025 | Feb 12, 2026 |
| WESPAC Advisors SoCal, LLC | History | Added to | 167,118 | 7,635 | 1.54% | 1.47% | 72 | +8,880 | 5.61% | Q4 2025 | Jan 07, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 166,517 | 7,608 | 2.36% | 2.82% | 73 | +19,601 | 13.34% | Q4 2025 | Jan 08, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 155,327 | 7,096 | 0.0% | 0.0% | 74 | +142,537 | 1114.44% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 147,989 | 6,761 | 0.04% | 0.03% | 75 | +32,819 | 28.5% | Q4 2025 | Jan 29, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 145,261 | 6,636 | 0.45% | 0.42% | 76 | +8,000 | 5.83% | Q4 2025 | Jan 26, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 143,212 | 6,543 | 0.52% | 0.48% | 77 | +18,394 | 14.74% | Q4 2025 | Feb 04, 2026 |
| Ancora Advisors LLC | History | Added to | 142,523 | 6,511 | 0.13% | 0.1% | 78 | +27,663 | 24.08% | Q4 2025 | Feb 17, 2026 |
| Meridian Wealth Management, LLC | History | New | 136,190 | 6,222 | 0.22% | — | 79 | +136,190 | New | Q4 2025 | Feb 04, 2026 |
| IVC Wealth Advisors LLC | History | Added to | 133,304 | 6,090 | 2.65% | 2.56% | 80 | +7,914 | 6.31% | Q4 2025 | Jan 16, 2026 |
| Prasad Wealth Partners, LLC | History | New | 131,845 | 6,024 | 1.61% | — | 81 | +131,845 | New | Q4 2025 | Jan 27, 2026 |
| Align Financial, LLC | History | New | 4,797 | 4,797 | 0.0% | — | 82 | +4,797 | New | Q4 2025 | Feb 17, 2026 |
| Rothschild Wealth LLC | History | Added to | 104,702 | 4,783 | 0.46% | 0.92% | 83 | +12,310 | 13.32% | Q4 2025 | Feb 17, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 96,809 | 4,423 | 0.37% | 0.38% | 84 | -3,977 | -3.95% | Q4 2025 | Feb 13, 2026 |
| BAILARD, INC. | History | Added to | 96,761 | 4,421 | 0.1% | 0.07% | 85 | +22,281 | 29.92% | Q4 2025 | Feb 04, 2026 |
| Brown Financial Advisors | History | Reduced | 94,525 | 4,318 | 1.58% | 1.62% | 86 | -1,430 | -1.49% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 93,247 | 4,260 | 0.02% | 0.02% | 87 | +21,184 | 29.4% | Q4 2025 | Feb 13, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 87,633 | 4,027 | 0.46% | 0.49% | 88 | +228 | 0.26% | Q4 2025 | Feb 03, 2026 |
| HEADINVEST, LLC | History | Added to | 85,916 | 3,925 | 0.78% | 0.27% | 89 | +57,630 | 203.74% | Q4 2025 | Feb 02, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | Added to | 84,486 | 3,860 | 3.19% | 2.98% | 90 | +5,090 | 6.41% | Q4 2025 | Feb 13, 2026 |
| Three Magnolias Financial Advisors, LLC | History | Reduced | 78,995 | 3,609 | 2.24% | 2.89% | 91 | -22,570 | -22.22% | Q4 2025 | Jan 20, 2026 |
| Paladin Wealth, LLC | History | Added to | 78,867 | 3,603 | 2.46% | 2.61% | 92 | +148 | 0.19% | Q4 2025 | Jan 15, 2026 |
| COMERICA BANK | History | Added to | 76,125 | 3,478 | 0.01% | 0.01% | 93 | +1,194 | 1.59% | Q4 2025 | Jan 29, 2026 |
| Atria Investments, Inc | History | Reduced | 73,993 | 3,380 | 0.04% | 0.04% | 94 | -3,901 | -5.01% | Q4 2025 | Feb 05, 2026 |
| Waverly Advisors, LLC | History | Added to | 72,001 | 3,289 | 0.03% | 0.03% | 95 | +14,779 | 25.83% | Q4 2025 | Feb 17, 2026 |
| VIAWEALTH, LLC | History | Added to | 71,597 | 3,271 | 1.84% | 0.6% | 96 | +47,574 | 198.04% | Q4 2025 | Feb 10, 2026 |
| Westwood Wealth Management | History | New | 70,435 | 3,218 | 2.42% | — | 97 | +70,435 | New | Q4 2025 | Jan 20, 2026 |
| Lionshead Wealth Management, LLC | History | Added to | 70,435 | 3,218 | 2.42% | 1.72% | 98 | +23,049 | 48.64% | Q4 2025 | Jan 13, 2026 |
| Sterneck Capital Management, LLC | History | Added to | 59,914 | 2,737 | 1.23% | 1.22% | 99 | +2,555 | 4.45% | Q4 2025 | Jan 22, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 59,000 | 2,695 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Reduced | 55,398 | 2,531 | 1.73% | 1.93% | 101 | -1,248 | -2.2% | Q4 2025 | Feb 05, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 54,490 | 2,489 | 0.15% | 0.17% | 102 | +166 | 0.31% | Q4 2025 | Feb 10, 2026 |
| VestGen Advisors, LLC | History | Added to | 53,182 | 2,429 | 0.1% | 0.07% | 103 | +4,286 | 8.77% | Q4 2025 | Feb 17, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Reduced | 52,423 | 2,395 | 0.43% | 0.67% | 104 | -23,592 | -31.04% | Q4 2025 | Feb 06, 2026 |
| Northwest Financial Advisors | History | Added to | 51,915 | 2,372 | 4.88% | 2.48% | 105 | +9,674 | 22.9% | Q4 2025 | Jan 26, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 51,641 | 2,359 | 1.34% | 1.44% | 106 | -1,311 | -2.48% | Q4 2025 | Jan 06, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 50,061 | 2,287 | 0.17% | 0.16% | 107 | +7,198 | 16.79% | Q4 2025 | Jan 07, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 48,182 | 2,201 | 0.1% | 0.08% | 108 | +12,058 | 33.38% | Q4 2025 | Feb 10, 2026 |
| Gibbs Wealth Management | History | Reduced | 47,020 | 2,161 | 0.52% | 0.53% | 109 | -4,348 | -8.46% | Q4 2025 | Jan 23, 2026 |
| Mattson Financial Services, LLC | History | Added to | 45,133 | 2,062 | 0.48% | 0.46% | 110 | +3,180 | 7.58% | Q4 2025 | Feb 12, 2026 |
| Richard W. Paul & Associates, LLC | History | New | 43,003 | 1,964 | 0.65% | — | 111 | +43,003 | New | Q4 2025 | Feb 12, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 42,404 | 1,937 | 0.09% | 0.1% | 112 | -1,551 | -3.53% | Q4 2025 | Jan 14, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 41,802 | 1,909 | 0.03% | 0.06% | 113 | -27,866 | -40.0% | Q4 2025 | Jan 22, 2026 |
| Fire Capital Management LLC | History | Added to | 41,507 | 1,896 | 0.95% | 0.69% | 114 | +15,208 | 57.83% | Q4 2025 | Feb 03, 2026 |
| Bulwark Capital Corp | History | Added to | 39,786 | 1,817 | 1.29% | 1.34% | 115 | +2,102 | 5.58% | Q4 2025 | Jan 12, 2026 |
| Traub Capital Management LLC | History | Added to | 39,473 | 1,803 | 1.73% | 0.97% | 116 | +18,100 | 84.69% | Q4 2025 | Jan 29, 2026 |
| Redwood Wealth Management Group, LLC | History | Reduced | 38,683 | 1,767 | 0.74% | 0.76% | 117 | -326 | -0.84% | Q4 2025 | Feb 03, 2026 |
| Carter Financial Group, INC. | History | Added to | 37,259 | 1,702 | 1.01% | 1.01% | 118 | +512 | 1.39% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Reduced | 36,520 | 1,673 | 0.01% | 0.01% | 119 | -6,098 | -14.31% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 36,552 | 1,670 | 0.01% | 0.01% | 120 | -26 | -0.07% | Q4 2025 | Feb 12, 2026 |
| Blue Trust, Inc. | History | Added to | 35,254 | 1,610 | 0.02% | 0.02% | 121 | +161 | 0.46% | Q4 2025 | Jan 16, 2026 |
| Impact Capital Partners LLC | History | Added to | 34,826 | 1,591 | 0.47% | 0.24% | 122 | +17,364 | 99.44% | Q4 2025 | Jan 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 34,624 | 1,581 | 0.0% | 0.0% | 123 | -25,958 | -42.85% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 33,659 | 1,537 | 0.03% | 0.03% | 124 | +7,401 | 28.19% | Q4 2025 | Feb 09, 2026 |
| AIFG Consultants Ltd. | History | Added to | 32,394 | 1,480 | 2.54% | 2.32% | 125 | +3,590 | 12.46% | Q4 2025 | Feb 04, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 32,348 | 1,477 | 0.01% | 0.01% | 126 | -27,325 | -45.79% | Q4 2025 | Feb 18, 2026 |
| PATRON PARTNERS, LLC | History | Reduced | 32,312 | 1,476 | 0.66% | 0.67% | 127 | -190 | -0.58% | Q4 2025 | Feb 11, 2026 |
| BANQUE PICTET & CIE SA | History | Added to | 31,860 | 1,455 | 0.01% | 0.01% | 128 | +690 | 2.21% | Q4 2025 | Jan 16, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 31,242 | 1,427 | 0.07% | 0.07% | 129 | +297 | 0.96% | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 30,808 | 1,407 | 0.03% | 0.04% | 130 | -379 | -1.22% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 30,263 | 1,382 | 0.0% | 0.01% | 131 | -74,437 | -71.1% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Added to | 29,146 | 1,332 | 0.0% | 0.0% | 132 | +25,554 | 711.41% | Q4 2025 | Jan 26, 2026 |
| Split Rock Private Trading & Wealth Management, LLC | History | New | 29,018 | 1,325 | 1.06% | — | 133 | +29,018 | New | Q4 2025 | Jan 23, 2026 |
| Private Advisor Group, LLC | History | Added to | 28,522 | 1,303 | 0.01% | 0.01% | 134 | +5,695 | 24.95% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 28,269 | 1,291 | 0.0% | — | 135 | +28,269 | New | Q4 2025 | Feb 17, 2026 |
| STABLEFORD CAPITAL II LLC | History | New | 27,459 | 1,254 | 0.45% | — | 136 | +27,459 | New | Q4 2025 | Jan 13, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 27,180 | 1,241 | 0.1% | 0.1% | 137 | +1,072 | 4.11% | Q4 2025 | Jan 23, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 26,702 | 1,220 | 0.07% | 0.06% | 138 | +2,750 | 11.48% | Q4 2025 | Jan 29, 2026 |
| Richmond Investment Services, LLC | History | Added to | 25,810 | 1,179 | 0.2% | 0.22% | 139 | +18 | 0.07% | Q4 2025 | Feb 12, 2026 |
| Tenzing Financial LLC | History | New | 25,597 | 1,169 | 0.95% | — | 140 | +25,597 | New | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 24,578 | 1,122 | 0.0% | 0.0% | 141 | +1,213 | 5.19% | Q4 2025 | Feb 13, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 24,553 | 1,121 | 0.11% | 0.02% | 142 | +19,412 | 377.59% | Q4 2025 | Feb 13, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 24,223 | 1,106 | 0.64% | 0.66% | 143 | -388 | -1.58% | Q4 2025 | Jan 27, 2026 |
| Veltria Advisors Corp. | History | No change | 24,008 | 1,102 | 4.8% | 4.83% | 144 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Rise Advisors, LLC | History | Reduced | 23,912 | 1,092 | 0.39% | 5.9% | 145 | -336,496 | -93.37% | Q4 2025 | Feb 11, 2026 |
| SAX WEALTH ADVISORS, LLC | History | New | 23,901 | 1,092 | 0.05% | — | 146 | +23,901 | New | Q4 2025 | Jan 12, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | New | 22,958 | 1,048 | 0.47% | — | 147 | +22,958 | New | Q4 2025 | Feb 06, 2026 |
| ATWOOD & PALMER INC | History | No change | 22,625 | 1,033 | 0.06% | 0.06% | 148 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 22,037 | 1,006 | 0.0% | 0.0% | 149 | +15,856 | 256.53% | Q4 2025 | Feb 11, 2026 |
| PLANWISER FINANCIAL, LLC | History | New | 21,497 | 985 | 0.74% | — | 150 | +21,497 | New | Q4 2025 | Feb 13, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 21,245 | 970 | 0.21% | 0.3% | 151 | +1,945 | 10.08% | Q4 2025 | Feb 12, 2026 |
| Mendel Money Management | History | Reduced | 21,172 | 967 | 0.4% | 0.64% | 152 | -12,312 | -36.77% | Q4 2025 | Jan 29, 2026 |
| Tidemark, LLC | History | Added to | 20,723 | 946 | 0.27% | 0.26% | 153 | +1,189 | 6.09% | Q4 2025 | Feb 10, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 19,815 | 905 | 0.15% | 0.1% | 154 | +5,992 | 43.35% | Q4 2025 | Feb 09, 2026 |
| A4 Wealth Advisors LLC | History | Reduced | 18,991 | 867 | 0.75% | 1.16% | 155 | -11,093 | -36.87% | Q4 2025 | Feb 13, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 18,725 | 855 | 0.05% | 0.05% | 156 | +2,381 | 14.57% | Q4 2025 | Feb 11, 2026 |
| Aspen Wealth Strategies, LLC | History | Added to | 18,458 | 843 | 0.46% | 0.42% | 157 | +1,956 | 11.85% | Q4 2025 | Jan 28, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 18,340 | 837 | 0.01% | 0.01% | 158 | -432 | -2.3% | Q4 2025 | Feb 12, 2026 |
| MMA ASSET MANAGEMENT LLC | History | New | 18,230 | 832 | 0.3% | — | 159 | +18,230 | New | Q4 2025 | Feb 03, 2026 |
| Merit Financial Group, LLC | History | Reduced | 17,680 | 807 | 0.01% | 0.01% | 160 | -1,695 | -8.75% | Q4 2025 | Jan 26, 2026 |
| Haverford Financial Services, Inc. | History | Added to | 17,399 | 794 | 0.22% | 0.2% | 161 | +1,895 | 12.22% | Q4 2025 | Feb 13, 2026 |
| FIRST HORIZON CORP | History | Added to | 17,124 | 782 | 0.03% | 0.02% | 162 | +8,594 | 100.75% | Q4 2025 | Jan 27, 2026 |
| Heritage Trust Co | History | Reduced | 17,073 | 780 | 0.08% | 0.11% | 163 | -4,826 | -22.04% | Q4 2025 | Feb 10, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | Reduced | 16,880 | 771 | 0.24% | 0.36% | 164 | -7,475 | -30.69% | Q4 2025 | Feb 10, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 16,816 | 768 | 0.06% | 0.06% | 165 | +3 | 0.02% | Q4 2025 | Feb 18, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 15,677 | 716 | 0.08% | 0.07% | 166 | +2,576 | 19.66% | Q4 2025 | Jan 29, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 15,454 | 706 | 0.2% | 0.1% | 167 | +8,289 | 115.69% | Q4 2025 | Feb 11, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 14,273 | 652 | 0.02% | — | 168 | +14,273 | New | Q4 2025 | Feb 13, 2026 |
| Mutual Advisors, LLC | History | No change | 14,171 | 647 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Sovran Advisors, LLC | History | New | 13,915 | 639 | 0.05% | — | 170 | +13,915 | New | Q4 2025 | Jan 20, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 13,885 | 634 | 0.03% | 0.03% | 171 | -2,794 | -16.75% | Q4 2025 | Jan 06, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 13,699 | 625 | 0.02% | 0.02% | 172 | -324 | -2.31% | Q4 2025 | Jan 27, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 13,658 | 624 | 0.39% | — | 173 | +13,658 | New | Q4 2025 | Feb 04, 2026 |
| Flaharty Asset Management, LLC | History | Reduced | 13,360 | 610 | 0.08% | 0.08% | 174 | -330 | -2.41% | Q4 2025 | Feb 06, 2026 |
| Creative Planning | History | Added to | 12,757 | 582 | 0.0% | 0.0% | 175 | +5,779 | 82.82% | Q4 2025 | Feb 17, 2026 |
| Argent Trust Co | History | Added to | 12,536 | 572 | 0.02% | 0.01% | 176 | +4,430 | 54.65% | Q4 2025 | Feb 10, 2026 |
| Parcion Private Wealth LLC | History | New | 11,811 | 539 | 0.03% | — | 177 | +11,811 | New | Q4 2025 | Jan 26, 2026 |
| Arkadios Wealth Advisors | History | Added to | 11,023 | 503 | 0.01% | 0.01% | 178 | +1,965 | 21.69% | Q4 2025 | Feb 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 10,900 | 498 | 0.0% | — | 179 | +10,900 | New | Q4 2025 | Jan 05, 2026 |
| Daybright Advisory Services, Inc. | History | New | 9,823 | 448 | 0.12% | — | 180 | +9,823 | New | Q4 2025 | Feb 12, 2026 |
| Bulltick Wealth Management, LLC | History | Added to | 9,744 | 445 | 0.09% | 0.1% | 181 | +203 | 2.13% | Q4 2025 | Feb 17, 2026 |
| Breakwater Capital Group | History | Reduced | 9,647 | 440 | 0.06% | 0.08% | 182 | -2,609 | -21.29% | Q4 2025 | Jan 09, 2026 |
| TRUE Private Wealth Advisors | History | New | 9,300 | 424 | 0.04% | — | 183 | +9,300 | New | Q4 2025 | Feb 13, 2026 |
| Redhawk Wealth Advisors, Inc. | History | New | 9,274 | 423 | 0.05% | — | 184 | +9,274 | New | Q4 2025 | Jan 14, 2026 |
| NBC SECURITIES, INC. | History | Added to | 9,222 | 421 | 0.03% | 0.02% | 185 | +3,991 | 76.3% | Q4 2025 | Jan 29, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 9,028 | 412 | 0.01% | — | 186 | +9,028 | New | Q4 2025 | Feb 17, 2026 |
| Weaver Consulting Group | History | Added to | 8,600 | 392 | 0.1% | 0.08% | 187 | +1,650 | 23.74% | Q4 2025 | Feb 10, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 8,565 | 391 | 0.02% | 0.02% | 188 | +399 | 4.89% | Q4 2025 | Jan 22, 2026 |
| BESSEMER GROUP INC | History | Added to | 7,880 | 360 | 0.0% | 0.0% | 189 | +2,331 | 42.01% | Q4 2025 | Feb 05, 2026 |
| One Charles Private Wealth Services, LLC | History | No change | 7,894 | 360 | 0.09% | 0.09% | 190 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Americana Partners, LLC | History | Reduced | 7,143 | 326 | 0.01% | 0.01% | 191 | -15 | -0.21% | Q4 2025 | Feb 06, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 7,067 | 322 | 0.11% | 0.13% | 192 | -194 | -2.67% | Q4 2025 | Feb 13, 2026 |
| Valmark Advisers, Inc. | History | Added to | 6,925 | 316 | 0.0% | 0.0% | 193 | +11 | 0.16% | Q4 2025 | Jan 26, 2026 |
| Able Wealth Management LLC | History | New | 6,723 | 307 | 0.1% | — | 195 | +6,723 | New | Q4 2025 | Jan 27, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 6,724 | 307 | 0.07% | 0.07% | 194 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 6,680 | 305 | 0.01% | 0.01% | 196 | -1,084 | -13.96% | Q4 2025 | Jan 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 6,368 | 290 | 0.0% | 0.0% | 197 | -983 | -13.37% | Q4 2025 | Feb 06, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 6,265 | 286 | 0.01% | — | 198 | +6,265 | New | Q4 2025 | Jan 23, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | New | 6,223 | 284 | 0.03% | — | 199 | +6,223 | New | Q4 2025 | Jan 26, 2026 |
| Presidio Capital Management, LLC | History | Reduced | 6,199 | 283 | 0.09% | 0.11% | 200 | -713 | -10.32% | Q4 2025 | Jan 15, 2026 |
| Colter Lewis Investment Partners LLC | History | New | 5,946 | 271 | 0.31% | — | 201 | +5,946 | New | Q4 2025 | Feb 17, 2026 |
| Savvy Advisors, Inc. | History | New | 5,841 | 266 | 0.01% | — | 202 | +5,841 | New | Q4 2025 | Jan 20, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 5,778 | 263 | 0.0% | 0.0% | 203 | +1,962 | 51.42% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | New | 5,657 | 258 | 0.0% | — | 204 | +5,657 | New | Q4 2025 | Feb 17, 2026 |
| LINCOLN CAPITAL CORP | History | Reduced | 5,576 | 254 | 0.09% | 2.33% | 205 | -136,224 | -96.07% | Q4 2025 | Jan 23, 2026 |
| OPAL CAPITAL LLC | History | New | 5,524 | 253 | 0.06% | — | 206 | +5,524 | New | Q4 2025 | Feb 17, 2026 |
| Safe Harbor Wealth Advisors, LLC | History | New | 5,492 | 253 | 0.24% | — | 207 | +5,492 | New | Q4 2025 | Feb 13, 2026 |
| United Asset Strategies, Inc. | History | New | 5,345 | 244 | 0.02% | — | 208 | +5,345 | New | Q4 2025 | Jan 28, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 5,343 | 244 | 0.02% | 0.02% | 209 | +561 | 11.73% | Q4 2025 | Feb 04, 2026 |
| OneAscent Financial Services LLC | History | New | 5,283 | 241 | 0.02% | — | 210 | +5,283 | New | Q4 2025 | Feb 11, 2026 |
| Essex LLC | History | New | 4,930 | 225 | 0.04% | — | 211 | +4,930 | New | Q4 2025 | Jan 20, 2026 |
| Visionary Wealth Advisors | History | New | 4,599 | 210 | 0.01% | — | 212 | +4,599 | New | Q4 2025 | Feb 13, 2026 |
| Empire Financial Management Company, LLC | History | Reduced | 4,551 | 207 | 0.04% | 0.05% | 213 | -144 | -3.07% | Q4 2025 | Feb 12, 2026 |
| StoneX Group Inc. | History | New | 4,466 | 204 | 0.01% | — | 214 | +4,466 | New | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 4,313 | 197 | 0.0% | 0.0% | 215 | -4 | -0.09% | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 4,302 | 196 | 0.0% | 0.0% | 216 | +1,642 | 61.73% | Q4 2025 | Feb 10, 2026 |
| Trust Co | History | New | 4,086 | 186 | 0.02% | — | 218 | +4,086 | New | Q4 2025 | Jan 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 4,089 | 186 | 0.0% | 0.0% | 217 | -118 | -2.8% | Q4 2025 | Jan 30, 2026 |
| TCTC Holdings, LLC | History | No change | 3,901 | 178 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BlackRock, Inc. | History | Added to | 3,705 | 169 | 0.0% | 0.0% | 220 | +88 | 2.43% | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 3,150 | 143 | 0.0% | — | 221 | +3,150 | New | Q4 2025 | Feb 17, 2026 |
| North Star Investment Management Corp. | History | Reduced | 2,860 | 130 | 0.01% | 0.01% | 222 | -270 | -8.63% | Q4 2025 | Jan 30, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 2,630 | 120 | 0.08% | — | 223 | +2,630 | New | Q4 2025 | Feb 19, 2026 |
| ASSETMARK, INC | History | Added to | 2,499 | 114 | 0.0% | 0.0% | 224 | +202 | 8.79% | Q4 2025 | Jan 23, 2026 |
| IFP Advisors, Inc | History | Reduced | 2,042 | 93 | 0.0% | 0.0% | 225 | -465 | -18.55% | Q4 2025 | Feb 06, 2026 |
| SouthState Bank Corp | History | New | 1,807 | 82 | 0.0% | — | 226 | +1,807 | New | Q4 2025 | Feb 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,621 | 74 | 0.01% | — | 227 | +1,621 | New | Q4 2025 | Feb 03, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 1,636 | 74 | 0.08% | 0.09% | 228 | -128 | -7.26% | Q4 2025 | Feb 13, 2026 |
| PFS Partners, LLC | History | No change | 1,504 | 68 | 0.03% | 0.03% | 229 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| MAI Capital Management | History | Reduced | 1,484 | 67 | 0.0% | 0.0% | 230 | -10 | -0.67% | Q4 2025 | Feb 13, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 1,476 | 67 | 0.02% | 0.02% | 231 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HighMark Wealth Management LLC | History | New | 1,440 | 65 | 0.03% | — | 233 | +1,440 | New | Q4 2025 | Feb 05, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,424 | 65 | 0.0% | 0.0% | 232 | -510 | -26.37% | Q4 2025 | Jan 26, 2026 |
| Scarborough Advisors, LLC | History | Added to | 1,339 | 61 | 0.01% | 0.01% | 234 | +23 | 1.75% | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,050 | 48 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 995 | 45 | 0.0% | 0.0% | 236 | +21 | 2.16% | Q4 2025 | Jan 20, 2026 |
| Sound Income Strategies, LLC | History | Added to | 922 | 42 | 0.0% | 0.0% | 237 | +11 | 1.21% | Q4 2025 | Jan 21, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 838 | 38 | 0.0% | — | 238 | +838 | New | Q4 2025 | Feb 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 784 | 35 | 0.0% | — | 239 | +784 | New | Q4 2025 | Feb 10, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 677 | 30 | 0.0% | — | 240 | +677 | New | Q4 2025 | Feb 06, 2026 |
| Global Retirement Partners, LLC | History | Added to | 642 | 29 | 0.0% | 0.0% | 241 | +257 | 66.75% | Q4 2025 | Feb 06, 2026 |
| Larson Financial Group LLC | History | No change | 610 | 27 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| EPG Wealth Management LLC | History | Added to | 586 | 26 | 0.01% | 0.01% | 243 | +6 | 1.03% | Q4 2025 | Jan 28, 2026 |
| Allworth Financial LP | History | New | 559 | 25 | 0.0% | — | 244 | +559 | New | Q4 2025 | Feb 05, 2026 |
| Root Financial Partners, LLC | History | No change | 559 | 25 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Capital Analysts, LLC | History | Added to | 522 | 24 | 0.0% | 0.0% | 246 | +9 | 1.75% | Q4 2025 | Feb 11, 2026 |
| Coston, McIsaac & Partners | History | No change | 507 | 23 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Spire Wealth Management | History | New | 494 | 22 | 0.0% | — | 248 | +494 | New | Q4 2025 | Jan 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 485 | 22 | 0.0% | — | 249 | +482 | 16066.67% | Q4 2025 | Jan 23, 2026 |
| Key Capital Management, INC | History | New | 354 | 16 | 0.02% | — | 250 | +354 | New | Q4 2025 | Jan 26, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 294 | 13 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Princeton Global Asset Management LLC | History | New | 260 | 11 | 0.0% | — | 252 | +260 | New | Q4 2025 | Jan 20, 2026 |
| Anchor Investment Management, LLC | History | No change | 200 | 9 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Geneos Wealth Management Inc. | History | No change | 186 | 8 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Millstone Evans Group, LLC | History | No change | 166 | 7 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| FAS Wealth Partners, Inc. | History | New | 152 | 6 | 0.0% | — | 257 | +152 | New | Q4 2025 | Feb 18, 2026 |
| GODSEY & GIBB, INC | History | New | 151 | 6 | 0.0% | — | 256 | +151 | New | Q4 2025 | Jan 27, 2026 |
| DecisionPoint Financial, LLC | History | Reduced | 92 | 4 | 0.0% | 0.0% | 258 | -306 | -76.88% | Q4 2025 | Jan 29, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 99 | 4 | 0.0% | — | 259 | +99 | New | Q4 2025 | Feb 18, 2026 |
| Lodestone Wealth Management LLC | History | New | 35 | 1 | 0.0% | — | 260 | +35 | New | Q4 2025 | Jan 15, 2026 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.46% | — | -2,594,064 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Moment Partners, LLC | History | Closed out | 0 | 0 | — | 3.43% | — | -424,135 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Brookstone Capital Management | History | Closed out | 0 | 0 | — | 0.15% | — | -278,166 | -100.0% | Q3 2025 | Oct 15, 2025 |
| FDx Advisors, Inc. | History | Closed out | 0 | 0 | — | 1.51% | — | -109,697 | -100.0% | Q3 2025 | Nov 04, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -69,020 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40,883 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Virtue Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -32,828 | -100.0% | Q3 2025 | Feb 18, 2026 |
| PFG Advisors | History | Closed out | 0 | 0 | — | 0.02% | — | -11,022 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Compound Planning, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -8,579 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,557 | -100.0% | Q3 2025 | Nov 12, 2025 |
| United Community Bank | History | Closed out | 0 | 0 | — | 0.09% | — | -6,594 | -100.0% | Q3 2025 | Nov 04, 2025 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,450 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Aaron Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,645 | -100.0% | Q3 2025 | Oct 03, 2025 |
| Johnson Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,345 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Chris Bulman Inc | History | Closed out | 0 | 0 | — | 0.12% | — | -5,302 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Centurion Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,000 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Interchange Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,439 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,092 | -100.0% | Q3 2025 | Oct 21, 2025 |
| CARDIFF PARK ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -769 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -485 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FIFTH THIRD BANCORP | History | Closed out | 0 | 0 | — | 0.0% | — | -138 | -100.0% | Q3 2025 | Nov 07, 2025 |
| TRUST CO OF VERMONT | History | Closed out | 0 | 0 | — | 0.0% | — | -49 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Archer Investment Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q3 2025 | Nov 03, 2025 |
| SageView Advisory Group, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 13, 2026 |