SPDR SERIES TRUST - MDYV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 2,064,689 | 181,403 | 0.25% | 0.27% | 1 | -78,733 | -3.67% | Q4 2025 | Jan 08, 2026 |
| NorthRock Partners, LLC | History | Reduced | 1,303,671 | 110,355 | 1.86% | 1.99% | 2 | -16,967 | -1.28% | Q4 2025 | Feb 17, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 1,254,079 | 106,157 | 0.2% | 0.2% | 3 | -24,802 | -1.94% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Added to | 1,053,654 | 89,191 | 0.02% | 0.03% | 4 | +12,720 | 1.22% | Q4 2025 | Feb 11, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 893,442 | 75,629 | 2.12% | 2.0% | 5 | +59,114 | 7.09% | Q4 2025 | Feb 05, 2026 |
| AE Wealth Management LLC | History | Added to | 858,798 | 72,697 | 0.42% | 0.35% | 6 | +197,095 | 29.79% | Q4 2025 | Jan 26, 2026 |
| Lutz Financial Services LLC | History | Added to | 783,438 | 66,318 | 4.51% | 4.38% | 7 | +57,250 | 7.88% | Q4 2025 | Feb 06, 2026 |
| MORGAN STANLEY | History | Reduced | 643,475 | 54,470 | 0.0% | 0.0% | 8 | -22,752 | -3.42% | Q4 2025 | Feb 13, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 610,840 | 51,707 | 3.34% | 3.39% | 9 | +11,325 | 1.89% | Q4 2025 | Feb 18, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 531,704 | 45,008 | 0.11% | 0.11% | 10 | -1,365 | -0.26% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 474,394 | 40,157 | 0.01% | 0.01% | 11 | -2,810 | -0.59% | Q4 2025 | Feb 13, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | Added to | 406,771 | 34,433 | 3.09% | 2.88% | 12 | +13,558 | 3.45% | Q4 2025 | Jan 30, 2026 |
| Cetera Investment Advisers | History | Added to | 381,286 | 32,275 | 0.04% | 0.03% | 13 | +53,044 | 16.16% | Q4 2025 | Feb 17, 2026 |
| Klingman & Associates, LLC | History | Added to | 371,154 | 31,418 | 1.52% | 1.56% | 14 | +183 | 0.05% | Q4 2025 | Jan 29, 2026 |
| First Pacific Financial | History | Added to | 369,750 | 31,299 | 4.09% | 4.21% | 15 | +6,680 | 1.84% | Q4 2025 | Jan 16, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 361,397 | 30,592 | 1.02% | 1.02% | 16 | +3,903 | 1.09% | Q4 2025 | Feb 09, 2026 |
| HighTower Advisors, LLC | History | Added to | 313,909 | 26,572 | 0.03% | 0.03% | 17 | +43,115 | 15.92% | Q4 2025 | Feb 06, 2026 |
| Convergence Financial, LLC | History | Added to | 306,362 | 25,933 | 3.78% | 3.75% | 18 | +6,887 | 2.3% | Q4 2025 | Feb 11, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 296,276 | 25,079 | 0.17% | 0.18% | 19 | -214 | -0.07% | Q4 2025 | Feb 17, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 281,638 | 23,840 | 0.98% | 0.98% | 20 | +1,556 | 0.56% | Q4 2025 | Jan 27, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 254,811 | 21,570 | 0.02% | 0.04% | 21 | -318,129 | -55.53% | Q4 2025 | Feb 13, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 240,820 | 20,385 | 0.57% | 0.44% | 22 | +157,062 | 187.52% | Q4 2025 | Feb 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 233,634 | 19,777 | 0.01% | 0.01% | 23 | +37,482 | 19.11% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 232,520 | 19,682 | 0.0% | 0.0% | 24 | +8,035 | 3.58% | Q4 2025 | Mar 25, 2026 |
| Asset Dedication, LLC | History | Reduced | 232,310 | 19,665 | 1.29% | 1.31% | 25 | -1,823 | -0.78% | Q4 2025 | Jan 26, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 220,040 | 18,626 | 1.89% | 1.9% | 26 | -481 | -0.22% | Q4 2025 | Jan 22, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 203,436 | 17,221 | 0.19% | 0.45% | 27 | -270,435 | -57.07% | Q4 2025 | Feb 02, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 203,268 | 17,207 | 0.03% | 0.03% | 28 | -2,556 | -1.24% | Q4 2025 | Feb 18, 2026 |
| CWM, LLC | History | Added to | 201,385 | 17,047 | 0.05% | 0.04% | 29 | +58,082 | 40.53% | Q4 2025 | Jan 26, 2026 |
| ERn Financial, LLC | History | Reduced | 175,750 | 14,877 | 2.8% | 3.09% | 30 | -11,875 | -6.33% | Q4 2025 | Jan 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 162,800 | 13,780 | 0.03% | 0.03% | 31 | +7,445 | 4.79% | Q4 2025 | Feb 13, 2026 |
| BALANCED WEALTH GROUP LLC | History | Added to | 156,582 | 13,118 | 4.8% | 5.39% | 32 | +4,879 | 3.22% | Q4 2025 | Jan 13, 2026 |
| McAdam, LLC | History | Reduced | 148,150 | 12,540 | 0.57% | 0.62% | 33 | -2,594 | -1.72% | Q4 2025 | Feb 13, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 139,895 | 11,842 | 0.29% | 0.38% | 34 | -41,102 | -22.71% | Q4 2025 | Feb 17, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 132,560 | 11,221 | 1.25% | 1.29% | 35 | -761 | -0.57% | Q4 2025 | Jan 08, 2026 |
| Mariner, LLC | History | Added to | 127,799 | 10,818 | 0.01% | 0.01% | 36 | +14,886 | 13.18% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 126,287 | 10,690 | 0.0% | 0.0% | 37 | +52,801 | 71.85% | Q4 2025 | Feb 17, 2026 |
| Marathon Mission, Inc. | History | Reduced | 123,862 | 10,484 | 6.06% | 6.18% | 38 | -314 | -0.25% | Q4 2025 | Jan 05, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 122,998 | 10,411 | 2.78% | 2.96% | 39 | -6,067 | -4.7% | Q4 2025 | Jan 23, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 121,844 | 10,314 | 0.0% | 0.0% | 40 | +5,589 | 4.81% | Q4 2025 | Feb 17, 2026 |
| ALESCO ADVISORS LLC | History | Reduced | 115,831 | 9,805 | 0.25% | 0.27% | 41 | -1,746 | -1.48% | Q4 2025 | Jan 28, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 115,375 | 9,766 | 0.24% | 0.26% | 42 | -5,727 | -4.73% | Q4 2025 | Feb 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 107,980 | 9,140 | 0.01% | 0.01% | 43 | -533 | -0.49% | Q4 2025 | Feb 12, 2026 |
| JNBA Financial Advisors | History | Reduced | 98,958 | 8,376 | 0.73% | 0.78% | 44 | -4,511 | -4.36% | Q4 2025 | Jan 26, 2026 |
| Prestige Wealth Management Group LLC | History | Added to | 97,049 | 8,215 | 1.57% | 1.56% | 45 | +305 | 0.32% | Q4 2025 | Feb 11, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 90,908 | 7,695 | 2.49% | 2.44% | 46 | +6,984 | 8.32% | Q4 2025 | Feb 02, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 89,334 | 7,562 | 0.6% | 0.41% | 47 | +30,421 | 51.64% | Q4 2025 | Feb 04, 2026 |
| WealthShield Partners, LLC | History | Reduced | 86,990 | 7,363 | 0.81% | 0.83% | 48 | -458 | -0.52% | Q4 2025 | Feb 03, 2026 |
| Private Advisor Group, LLC | History | Added to | 85,592 | 7,245 | 0.03% | 0.03% | 49 | +2,826 | 3.41% | Q4 2025 | Feb 17, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 83,411 | 7,060 | 0.82% | 0.82% | 50 | +1,279 | 1.56% | Q4 2025 | Feb 10, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 77,804 | 6,586 | 0.1% | 0.22% | 51 | -109,976 | -58.57% | Q4 2025 | Jan 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 76,846 | 6,505 | 0.0% | 0.0% | 52 | +1,224 | 1.62% | Q4 2025 | Feb 18, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 73,545 | 6,225 | 0.41% | 0.42% | 53 | +225 | 0.31% | Q4 2025 | Jan 27, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 73,232 | 6,199 | 0.19% | 0.2% | 54 | -1,580 | -2.11% | Q4 2025 | Jan 06, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 72,165 | 6,108 | 0.57% | 0.64% | 55 | -5,998 | -7.67% | Q4 2025 | Feb 04, 2026 |
| Pathstone Holdings, LLC | History | New | 69,328 | 5,868 | 0.02% | — | 56 | +69,328 | New | Q4 2025 | Feb 13, 2026 |
| May Barnhard Investments LLC | History | Reduced | 67,812 | 5,740 | 2.71% | 2.71% | 57 | -2,276 | -3.25% | Q4 2025 | Jan 28, 2026 |
| Redwood Investment Management, LLC | History | Added to | 66,882 | 5,662 | 0.64% | 0.55% | 58 | +6,398 | 10.58% | Q4 2025 | Feb 17, 2026 |
| Diligent Investors, LLC | History | Reduced | 65,244 | 5,522 | 1.36% | 1.44% | 59 | -3,169 | -4.63% | Q4 2025 | Jan 23, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 60,691 | 5,137 | 0.19% | 0.19% | 60 | +820 | 1.37% | Q4 2025 | Feb 17, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 57,297 | 5,094 | 0.13% | 0.12% | 61 | +2,870 | 5.27% | Q4 2025 | Jan 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 55,869 | 4,729 | 0.0% | 0.0% | 62 | +358 | 0.64% | Q4 2025 | Feb 10, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 54,965 | 4,652 | 0.57% | 0.56% | 63 | -444 | -0.8% | Q4 2025 | Jan 27, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 50,980 | 4,315 | 0.33% | 0.37% | 64 | -5,997 | -10.53% | Q4 2025 | Feb 10, 2026 |
| Modera Wealth Management, LLC | History | Added to | 50,618 | 4,284 | 0.05% | 0.05% | 65 | +60 | 0.12% | Q4 2025 | Jan 21, 2026 |
| Marotta Asset Management | History | Reduced | 49,377 | 4,179 | 0.77% | 0.81% | 66 | -2,232 | -4.32% | Q4 2025 | Jan 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 47,182 | 3,996 | 0.01% | 0.01% | 67 | -49,487 | -51.19% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 46,855 | 3,966 | 0.0% | 0.0% | 68 | +44,382 | 1794.66% | Q4 2025 | Feb 17, 2026 |
| Canandaigua National Trust Co of Florida | History | Reduced | 46,834 | 3,964 | 2.48% | 3.12% | 69 | -324 | -0.69% | Q4 2025 | Jan 30, 2026 |
| Capital Analysts, LLC | History | Reduced | 46,329 | 3,922 | 0.12% | 0.12% | 70 | -1,093 | -2.3% | Q4 2025 | Feb 11, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 46,141 | 3,905 | 0.08% | 0.08% | 71 | +2,680 | 6.17% | Q4 2025 | Jan 14, 2026 |
| BAILARD, INC. | History | Reduced | 45,157 | 3,822 | 0.08% | 0.08% | 72 | -594 | -1.3% | Q4 2025 | Feb 04, 2026 |
| Montz Harcus Wealth Management LLC | History | Reduced | 44,963 | 3,806 | 1.54% | 1.66% | 73 | -754 | -1.65% | Q4 2025 | Jan 22, 2026 |
| UBS Group AG | History | Reduced | 44,901 | 3,800 | 0.0% | 0.0% | 74 | -7,128 | -13.7% | Q4 2025 | Jan 29, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 44,188 | 3,740 | 0.09% | 0.09% | 75 | +3,124 | 7.61% | Q4 2025 | Jan 28, 2026 |
| ROYAL BANK OF CANADA | History | New | 41,400 | 3,505 | 0.0% | — | 76 | +41,400 | New | Q4 2025 | Feb 17, 2026 |
| Cambria Investment Management, L.P. | History | New | 40,344 | 3,415 | 0.2% | — | 77 | +40,344 | New | Q4 2025 | Feb 17, 2026 |
| Empowered Funds, LLC | History | New | 40,344 | 3,415 | 0.06% | — | 78 | +40,344 | New | Q4 2025 | Feb 18, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 39,973 | 3,383 | 0.0% | 0.0% | 79 | +22,081 | 123.41% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 39,589 | 3,351 | 0.0% | 0.0% | 80 | -1,789 | -4.32% | Q4 2025 | Feb 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 37,236 | 3,152 | 0.02% | 0.02% | 81 | +797 | 2.19% | Q4 2025 | Feb 12, 2026 |
| Occidental Asset Management, LLC | History | Reduced | 34,509 | 2,921 | 0.35% | 0.37% | 82 | -779 | -2.21% | Q4 2025 | Jan 08, 2026 |
| Bill Few Associates, Inc. | History | Added to | 34,137 | 2,889 | 0.71% | 0.63% | 83 | +4,957 | 16.99% | Q4 2025 | Jan 12, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 33,833 | 2,863 | 0.18% | 0.22% | 84 | -4,573 | -11.91% | Q4 2025 | Feb 03, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 33,298 | 2,818 | 0.0% | 0.0% | 85 | -11,212 | -25.19% | Q4 2025 | Feb 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 32,380 | 2,741 | 0.01% | 0.01% | 86 | +6,753 | 26.35% | Q4 2025 | Feb 05, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 32,175 | 2,723 | 0.04% | 0.02% | 87 | +17,547 | 119.95% | Q4 2025 | Feb 09, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Reduced | 31,733 | 2,686 | 0.6% | 1.22% | 88 | -31,913 | -50.14% | Q4 2025 | Jan 13, 2026 |
| Ignite Planners, LLC | History | Added to | 30,266 | 2,667 | 0.41% | 0.39% | 89 | +2,006 | 7.1% | Q4 2025 | Feb 06, 2026 |
| Creative Planning | History | Added to | 30,878 | 2,613 | 0.0% | 0.0% | 91 | +1,025 | 3.43% | Q4 2025 | Feb 17, 2026 |
| Courage Miller Partners, LLC | History | Reduced | 30,879 | 2,613 | 0.79% | 0.78% | 90 | -280 | -0.9% | Q4 2025 | Jan 26, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 30,424 | 2,575 | 0.19% | 0.22% | 92 | -2,693 | -8.13% | Q4 2025 | Feb 09, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 30,377 | 2,571 | 0.21% | 0.2% | 93 | +3,018 | 11.03% | Q4 2025 | Feb 12, 2026 |
| Advisor OS, LLC | History | Added to | 30,348 | 2,568 | 0.21% | 0.08% | 94 | +19,258 | 173.65% | Q4 2025 | Feb 04, 2026 |
| Brookstone Capital Management | History | Reduced | 29,010 | 2,455 | 0.03% | 0.03% | 95 | -134 | -0.46% | Q4 2025 | Jan 15, 2026 |
| Shum Financial Group, Inc. | History | Added to | 28,112 | 2,379 | 1.71% | 1.6% | 96 | +2,348 | 9.11% | Q4 2025 | Jan 15, 2026 |
| CX Institutional | History | Added to | 27,792 | 2,353 | 0.07% | 0.07% | 97 | +967 | 3.6% | Q4 2025 | Feb 02, 2026 |
| Intrua Financial, LLC | History | Added to | 27,630 | 2,338 | 0.25% | 0.25% | 98 | +147 | 0.53% | Q4 2025 | Feb 05, 2026 |
| Quantinno Capital Management LP | History | Added to | 27,307 | 2,311 | 0.0% | 0.0% | 99 | +16,429 | 151.03% | Q4 2025 | Feb 17, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 27,057 | 2,290 | 0.11% | 0.16% | 100 | -3,778 | -12.25% | Q4 2025 | Jan 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 26,434 | 2,237 | 0.0% | 0.0% | 101 | -1,248 | -4.51% | Q4 2025 | Feb 17, 2026 |
| Barden Capital Management, Inc. | History | Added to | 25,990 | 2,200 | 1.81% | 1.66% | 102 | +1,978 | 8.24% | Q4 2025 | Jan 06, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 25,828 | 2,191 | 0.48% | 0.51% | 103 | -1,917 | -6.91% | Q4 2025 | Feb 17, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 24,934 | 2,110 | 0.21% | 0.27% | 104 | -6,083 | -19.61% | Q4 2025 | Jan 27, 2026 |
| NewEdge Advisors, LLC | History | Added to | 24,729 | 2,093 | 0.01% | 0.01% | 105 | +873 | 3.66% | Q4 2025 | Feb 18, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 24,287 | 2,055 | 0.01% | 0.01% | 106 | +1,103 | 4.76% | Q4 2025 | Feb 13, 2026 |
| Payne Capital Management, LLC | History | Added to | 23,640 | 2,001 | 0.63% | 0.62% | 107 | +590 | 2.56% | Q4 2025 | Feb 02, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 23,342 | 1,975 | 0.0% | 0.0% | 108 | +2,095 | 9.86% | Q4 2025 | Feb 02, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 23,276 | 1,970 | 0.02% | 0.01% | 109 | +3,461 | 17.47% | Q4 2025 | Feb 13, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 23,225 | 1,966 | 0.51% | 0.55% | 110 | +1,154 | 5.23% | Q4 2025 | Jan 27, 2026 |
| COURIER CAPITAL LLC | History | Added to | 23,017 | 1,948 | 0.11% | 0.11% | 111 | +288 | 1.27% | Q4 2025 | Jan 29, 2026 |
| Financial Guidance Group, Inc. | History | Reduced | 21,834 | 1,848 | 0.76% | 0.84% | 112 | -747 | -3.31% | Q4 2025 | Jan 26, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 21,781 | 1,843 | 0.01% | 0.01% | 113 | -893 | -3.94% | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Reduced | 21,399 | 1,811 | 0.01% | 0.02% | 114 | -995 | -4.44% | Q4 2025 | Jan 26, 2026 |
| Prism Advisors, Inc. | History | Reduced | 20,977 | 1,775 | 0.47% | 1.44% | 115 | -42,839 | -67.13% | Q4 2025 | Jan 23, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 19,407 | 1,722 | 0.22% | 0.22% | 116 | -568 | -2.84% | Q4 2025 | Jan 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 20,110 | 1,702 | 0.03% | 0.03% | 117 | -114 | -0.56% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 19,728 | 1,669 | 0.02% | 0.02% | 118 | -772 | -3.77% | Q4 2025 | Feb 11, 2026 |
| Cooke Wealth Management, LLC | History | New | 18,575 | 1,649 | 1.44% | — | 119 | +18,575 | New | Q4 2025 | Jan 21, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 19,455 | 1,646 | 0.03% | 0.04% | 120 | -75 | -0.38% | Q4 2025 | Feb 03, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 18,789 | 1,630 | 0.14% | 0.14% | 121 | +849 | 4.73% | Q4 2025 | Jan 28, 2026 |
| EP Wealth Advisors, LLC | History | New | 19,153 | 1,621 | 0.01% | — | 122 | +19,153 | New | Q4 2025 | Feb 18, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 19,045 | 1,612 | 0.38% | 0.28% | 123 | +5,558 | 41.21% | Q4 2025 | Jan 27, 2026 |
| Mach-1 Financial Group, LLC | History | New | 19,036 | 1,611 | 0.33% | — | 124 | +19,036 | New | Q4 2025 | Feb 06, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 18,139 | 1,535 | 0.35% | 0.35% | 125 | +824 | 4.76% | Q4 2025 | Jan 06, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 18,447 | 1,494 | 0.52% | 0.57% | 127 | -2,728 | -12.88% | Q4 2025 | Jan 09, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 17,652 | 1,494 | 0.07% | 0.07% | 126 | -774 | -4.2% | Q4 2025 | Jan 20, 2026 |
| Focus Partners Wealth | History | Added to | 17,428 | 1,475 | 0.0% | 0.0% | 128 | +1,636 | 10.36% | Q4 2025 | Feb 13, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 17,350 | 1,468 | 0.05% | 0.05% | 129 | +449 | 2.66% | Q4 2025 | Jan 07, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | No change | 17,295 | 1,464 | 0.22% | 0.22% | 130 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MAI Capital Management | History | Reduced | 17,033 | 1,441 | 0.01% | 0.01% | 131 | -103 | -0.6% | Q4 2025 | Feb 13, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 16,561 | 1,401 | 0.38% | 0.55% | 132 | +682 | 4.29% | Q4 2025 | Feb 09, 2026 |
| HF Advisory Group, LLC | History | Added to | 16,223 | 1,373 | 0.48% | 0.48% | 133 | +391 | 2.47% | Q4 2025 | Jan 23, 2026 |
| Omega Financial Group, LLC | History | Reduced | 16,151 | 1,367 | 0.45% | 0.48% | 134 | -1,182 | -6.82% | Q4 2025 | Jan 28, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 16,116 | 1,364 | 0.01% | 0.02% | 135 | -1,585 | -8.95% | Q4 2025 | Jan 23, 2026 |
| Berman McAleer LLC | History | Reduced | 16,042 | 1,357 | 0.19% | 0.19% | 136 | -600 | -3.61% | Q4 2025 | Feb 05, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 15,526 | 1,327 | 0.09% | 0.06% | 137 | +5,762 | 59.01% | Q4 2025 | Jan 15, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Added to | 14,966 | 1,266 | 0.63% | 0.58% | 138 | +1,136 | 8.21% | Q4 2025 | Jan 30, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 14,604 | 1,236 | 0.41% | 0.42% | 139 | -537 | -3.55% | Q4 2025 | Jan 27, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 14,274 | 1,208 | 0.22% | 0.02% | 140 | -879 | -5.8% | Q4 2025 | Mar 04, 2026 |
| MidFirst Bank | History | New | 14,255 | 1,206 | 0.1% | — | 141 | +14,255 | New | Q4 2025 | Feb 25, 2026 |
| BROWN ADVISORY INC | History | Reduced | 13,759 | 1,164 | 0.0% | 0.0% | 142 | -362 | -2.56% | Q4 2025 | Feb 13, 2026 |
| LTG Capital LLC | History | Added to | 13,665 | 1,156 | 0.9% | 0.86% | 143 | +533 | 4.06% | Q4 2025 | Feb 11, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 13,510 | 1,143 | 0.2% | 0.22% | 144 | -1,195 | -8.13% | Q4 2025 | Jan 15, 2026 |
| HFG Advisors, Inc. | History | Added to | 13,184 | 1,116 | 0.81% | 0.79% | 145 | +328 | 2.55% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 12,816 | 1,084 | 0.0% | — | 146 | +12,816 | New | Q4 2025 | Feb 05, 2026 |
| Pinnacle Family Advisors, LLC | History | New | 12,815 | 1,084 | 0.48% | — | 147 | +12,815 | New | Q4 2025 | Feb 17, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 12,356 | 1,045 | 0.32% | 0.11% | 148 | +10,991 | 805.2% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 12,271 | 1,038 | 0.01% | 0.0% | 149 | +10,843 | 759.31% | Q4 2025 | Feb 17, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 12,000 | 1,015 | 0.01% | — | 150 | +12,000 | New | Q4 2025 | Feb 06, 2026 |
| Lewis Asset Management, LLC | History | Reduced | 11,805 | 999 | 0.41% | 0.42% | 151 | -534 | -4.33% | Q4 2025 | Jan 15, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 11,555 | 978 | 0.55% | 0.56% | 152 | +927 | 8.72% | Q4 2025 | Feb 03, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 11,331 | 959 | 0.1% | 0.13% | 154 | -2,760 | -19.59% | Q4 2025 | Feb 18, 2026 |
| Krilogy Financial LLC | History | Reduced | 10,817 | 959 | 0.03% | 0.03% | 153 | -266 | -2.4% | Q4 2025 | Jan 27, 2026 |
| Keystone Financial Group | History | Reduced | 11,273 | 954 | 0.07% | 0.07% | 155 | -73 | -0.64% | Q4 2025 | Feb 06, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 11,209 | 949 | 0.0% | — | 156 | +11,209 | New | Q4 2025 | Feb 10, 2026 |
| Portside Wealth Group, LLC | History | Added to | 11,058 | 936 | 0.13% | 0.11% | 157 | +1,232 | 12.54% | Q4 2025 | Jan 21, 2026 |
| Fiduciary Alliance LLC | History | Added to | 10,875 | 920 | 0.06% | 0.06% | 158 | +5 | 0.05% | Q4 2025 | Jan 22, 2026 |
| Global Retirement Partners, LLC | History | Added to | 10,686 | 904 | 0.02% | 0.02% | 159 | +6 | 0.06% | Q4 2025 | Feb 06, 2026 |
| Invera Wealth Advisors, LLC | History | Reduced | 10,666 | 902 | 0.57% | 0.55% | 161 | -45 | -0.42% | Q4 2025 | Jan 23, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 10,667 | 902 | 0.15% | 0.15% | 160 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Weinberger Asset Management, Inc | History | Reduced | 10,653 | 901 | 0.32% | 0.32% | 162 | -94 | -0.87% | Q4 2025 | Feb 09, 2026 |
| Sharper & Granite LLC | History | Added to | 10,095 | 854 | 0.3% | 0.29% | 163 | +380 | 3.91% | Q4 2025 | Jan 27, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 9,913 | 839 | 0.2% | 0.21% | 164 | -27 | -0.27% | Q4 2025 | Jan 12, 2026 |
| IFG Advisory, LLC | History | Reduced | 9,855 | 834 | 0.04% | 0.04% | 165 | -758 | -7.14% | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Reduced | 9,754 | 825 | 0.0% | 0.0% | 166 | -169 | -1.7% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 9,647 | 816 | 0.01% | 0.01% | 167 | -153 | -1.56% | Q4 2025 | Feb 12, 2026 |
| TAGStone Capital, Inc. | History | Added to | 9,516 | 805 | 0.3% | 0.3% | 168 | +424 | 4.66% | Q4 2025 | Feb 10, 2026 |
| BURNEY CO/ | History | Reduced | 9,222 | 780 | 0.02% | 0.03% | 169 | -783 | -7.83% | Q4 2025 | Jan 23, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 9,194 | 778 | 0.17% | 0.14% | 170 | +2,343 | 34.2% | Q4 2025 | Jan 09, 2026 |
| KPP Advisory Services LLC | History | Added to | 9,097 | 770 | 0.11% | 0.1% | 172 | +743 | 8.89% | Q4 2025 | Feb 02, 2026 |
| Texas Yale Capital Corp. | History | No change | 9,100 | 770 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 8,964 | 758 | 0.37% | 0.36% | 173 | +50 | 0.56% | Q4 2025 | Feb 05, 2026 |
| Vise Technologies, Inc. | History | New | 8,910 | 754 | 0.01% | — | 174 | +8,910 | New | Q4 2025 | Feb 11, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | No change | 8,696 | 736 | 0.11% | 0.13% | 175 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Net Worth Advisory Group | History | New | 8,511 | 720 | 0.15% | — | 176 | +8,511 | New | Q4 2025 | Jan 14, 2026 |
| Broadview Financial Management, LLC | History | Reduced | 8,458 | 715 | 0.48% | 0.48% | 177 | -137 | -1.59% | Q4 2025 | Feb 13, 2026 |
| Freedom Investment Management, Inc. | History | Added to | 7,866 | 665 | 0.19% | 0.17% | 178 | +188 | 2.45% | Q4 2025 | Feb 06, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 7,857 | 665 | 0.06% | 0.07% | 179 | +1 | 0.01% | Q4 2025 | Jan 07, 2026 |
| SOL Capital Management CO | History | No change | 7,800 | 660 | 0.06% | 0.06% | 180 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Visionary Wealth Advisors | History | Reduced | 7,768 | 657 | 0.03% | 0.06% | 181 | -7,298 | -48.44% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Added to | 7,667 | 649 | 0.0% | 0.0% | 182 | +1,501 | 24.34% | Q4 2025 | Feb 12, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Reduced | 7,364 | 616 | 0.17% | 0.19% | 183 | -43 | -0.58% | Q4 2025 | Feb 10, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 7,078 | 599 | 0.03% | 0.03% | 184 | +3 | 0.04% | Q4 2025 | Jan 29, 2026 |
| SJS Investment Consulting Inc. | History | No change | 7,000 | 592 | 0.07% | 0.08% | 185 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 6,883 | 582 | 0.09% | 0.09% | 186 | +176 | 2.62% | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | Added to | 6,785 | 574 | 0.01% | 0.01% | 187 | +1,679 | 32.88% | Q4 2025 | Feb 06, 2026 |
| Stonebridge Financial Group, LLC | History | No change | 6,683 | 565 | 0.05% | 0.05% | 188 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Reduced | 6,634 | 561 | 0.15% | 0.17% | 189 | -99 | -1.47% | Q4 2025 | Feb 09, 2026 |
| SFG Wealth Management, LLC. | History | Added to | 6,513 | 551 | 0.22% | 0.23% | 191 | +250 | 3.99% | Q4 2025 | Feb 03, 2026 |
| Sterling Financial Planning, Inc. | History | Reduced | 6,511 | 551 | 0.17% | 0.17% | 190 | -10 | -0.15% | Q4 2025 | Jan 27, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Reduced | 6,485 | 548 | 0.23% | 0.26% | 192 | -43 | -0.66% | Q4 2025 | Jan 21, 2026 |
| Friday Financial | History | Added to | 6,196 | 524 | 0.18% | 0.2% | 193 | +491 | 8.61% | Q4 2025 | Jan 09, 2026 |
| PFG Advisors | History | Reduced | 6,171 | 522 | 0.03% | 0.02% | 194 | -169 | -2.67% | Q4 2025 | Jan 27, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 6,042 | 511 | 0.03% | 0.03% | 195 | +428 | 7.62% | Q4 2025 | Jan 23, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 6,028 | 510 | 0.0% | 0.0% | 196 | +393 | 6.97% | Q4 2025 | Feb 11, 2026 |
| Total Wealth Planning, LLC | History | Reduced | 5,992 | 507 | 1.08% | 0.96% | 197 | -93,712 | -93.99% | Q4 2025 | Feb 13, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 5,986 | 506 | 0.02% | 0.02% | 198 | -119 | -1.95% | Q4 2025 | Jan 27, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 5,986 | 506 | 0.07% | 0.08% | 199 | -119 | -1.95% | Q4 2025 | Jan 27, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 5,974 | 505 | 0.01% | 0.01% | 200 | +56 | 0.95% | Q4 2025 | Feb 02, 2026 |
| Independent Advisor Alliance | History | Added to | 5,893 | 498 | 0.01% | 0.01% | 201 | +155 | 2.7% | Q4 2025 | Feb 04, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 5,811 | 491 | 0.01% | 0.01% | 202 | +60 | 1.04% | Q4 2025 | Jan 29, 2026 |
| Meridian Financial Advisors, LLC | History | No change | 5,763 | 487 | 0.27% | 0.27% | 203 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Topsail Wealth Management, LLC | History | No change | 5,663 | 479 | 0.07% | 0.08% | 204 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 5,636 | 477 | 0.04% | 0.05% | 205 | -228 | -3.89% | Q4 2025 | Feb 11, 2026 |
| Orin Green Financial, LLC | History | No change | 5,635 | 477 | 0.19% | 0.19% | 206 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 5,604 | 474 | 0.02% | 0.02% | 207 | +25 | 0.45% | Q4 2025 | Feb 04, 2026 |
| NORDEN GROUP LLC | History | Added to | 5,593 | 473 | 0.05% | 0.05% | 208 | +136 | 2.49% | Q4 2025 | Jan 13, 2026 |
| LongView Wealth Management | History | Added to | 5,266 | 466 | 0.11% | 0.12% | 209 | +18 | 0.34% | Q4 2025 | Jan 13, 2026 |
| Valmark Advisers, Inc. | History | Added to | 5,420 | 458 | 0.01% | 0.01% | 210 | +374 | 7.41% | Q4 2025 | Jan 26, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 5,336 | 451 | 0.15% | 0.13% | 211 | +207 | 4.04% | Q4 2025 | Jan 13, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 5,327 | 450 | 0.47% | 0.48% | 212 | +85 | 1.62% | Q4 2025 | Feb 13, 2026 |
| Third View Private Wealth, LLC | History | New | 5,176 | 438 | 0.06% | — | 214 | +5,176 | New | Q4 2025 | Jan 23, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 5,179 | 438 | 0.17% | 0.17% | 213 | +23 | 0.45% | Q4 2025 | Jan 21, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 5,111 | 432 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 4,971 | 420 | 0.06% | — | 216 | +4,971 | New | Q4 2025 | Feb 09, 2026 |
| Sensible Money, LLC | History | Reduced | 4,932 | 417 | 0.13% | 0.16% | 217 | -770 | -13.5% | Q4 2025 | Feb 09, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 4,924 | 416 | 0.01% | — | 218 | +4,924 | New | Q4 2025 | Feb 17, 2026 |
| Csenge Advisory Group | History | Added to | 4,918 | 416 | 0.02% | 0.02% | 219 | +45 | 0.92% | Q4 2025 | Feb 06, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 4,899 | 414 | 0.06% | 0.07% | 220 | -1,009 | -17.08% | Q4 2025 | Feb 12, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | No change | 4,848 | 410 | 0.03% | 0.03% | 221 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 4,833 | 409 | 0.11% | 0.1% | 222 | +337 | 7.5% | Q4 2025 | Jan 14, 2026 |
| Tempo Wealth, LLC | History | New | 4,654 | 393 | 0.07% | — | 223 | +4,654 | New | Q4 2025 | Feb 25, 2026 |
| MOTIVE WEALTH ADVISORS | History | Reduced | 4,591 | 388 | 0.17% | 0.17% | 224 | -88 | -1.88% | Q4 2025 | Jan 15, 2026 |
| Avant Capital LLC | History | Added to | 4,555 | 385 | 0.26% | 0.27% | 225 | +15 | 0.33% | Q4 2025 | Feb 13, 2026 |
| Falcon Wealth Planning | History | Added to | 4,485 | 379 | 0.03% | 0.03% | 226 | +11 | 0.25% | Q4 2025 | Feb 03, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 4,431 | 375 | 0.03% | 0.03% | 227 | -16 | -0.36% | Q4 2025 | Feb 06, 2026 |
| Balefire, LLC | History | Added to | 4,400 | 372 | 0.07% | 0.05% | 228 | +1,320 | 42.86% | Q4 2025 | Jan 12, 2026 |
| &PARTNERS | History | Reduced | 4,355 | 368 | 0.0% | 0.0% | 229 | -1,420 | -24.59% | Q4 2025 | Feb 17, 2026 |
| CULTIVAR CAPITAL, INC. | History | Added to | 4,355 | 368 | 0.24% | 0.19% | 230 | +875 | 25.14% | Q4 2025 | Jan 09, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 4,222 | 357 | 0.12% | 0.12% | 231 | -126 | -2.9% | Q4 2025 | Jan 07, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 4,217 | 356 | 0.11% | 0.11% | 232 | +15 | 0.36% | Q4 2025 | Feb 10, 2026 |
| Measured Wealth Private Client Group, LLC | History | Added to | 4,183 | 354 | 0.09% | 0.09% | 233 | +197 | 4.94% | Q4 2025 | Feb 10, 2026 |
| Apeiron RIA LLC | History | Added to | 3,998 | 354 | 0.07% | 0.07% | 234 | +7 | 0.18% | Q4 2025 | Feb 03, 2026 |
| KWB Wealth | History | Reduced | 4,126 | 349 | 0.03% | 0.04% | 235 | -390 | -8.64% | Q4 2025 | Jan 12, 2026 |
| ProVise Management Group, LLC | History | Reduced | 4,103 | 347 | 0.02% | 0.03% | 236 | -220 | -5.09% | Q4 2025 | Jan 29, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 4,044 | 342 | 0.02% | 0.02% | 237 | +58 | 1.46% | Q4 2025 | Mar 04, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 3,933 | 332 | 0.04% | 0.05% | 238 | -380 | -8.81% | Q4 2025 | Jan 09, 2026 |
| COMERICA BANK | History | Reduced | 3,821 | 323 | 0.0% | 0.0% | 239 | -2,111 | -35.59% | Q4 2025 | Jan 29, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | New | 3,620 | 321 | 0.35% | — | 240 | +3,620 | New | Q4 2025 | Mar 02, 2026 |
| Centerpoint Advisors, LLC | History | No change | 3,774 | 319 | 0.1% | 0.1% | 241 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WRAPMANAGER INC | History | Reduced | 3,690 | 312 | 0.11% | 0.13% | 242 | -1,562 | -29.74% | Q4 2025 | Feb 06, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 3,660 | 309 | 0.01% | 0.09% | 243 | -46,925 | -92.76% | Q4 2025 | Feb 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 4,724 | 299 | 0.01% | 0.01% | 244 | -459 | -8.86% | Q4 2025 | Feb 11, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 3,456 | 292 | 0.03% | 0.03% | 245 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Wallace Advisory Group, LLC | History | Reduced | 3,422 | 289 | 0.3% | 0.26% | 246 | -589 | -14.68% | Q4 2025 | Jan 23, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 3,395 | 287 | 0.03% | 0.03% | 247 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MidAtlantic Capital Management, Inc. | History | Reduced | 3,383 | 286 | 0.18% | 0.62% | 250 | -7,432 | -68.72% | Q4 2025 | Feb 10, 2026 |
| Joseph Group Capital Management | History | Reduced | 3,380 | 286 | 0.08% | 0.12% | 249 | -1,532 | -31.19% | Q4 2025 | Jan 30, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 3,386 | 286 | 0.0% | 0.0% | 248 | +81 | 2.45% | Q4 2025 | Jan 29, 2026 |
| Goldstein Advisors, LLC | History | No change | 3,250 | 275 | 0.03% | 0.03% | 251 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Breachway Investments LLC | History | New | 3,218 | 272 | 0.29% | — | 252 | +3,218 | New | Q4 2025 | Jan 27, 2026 |
| Retirement Planning Group, LLC | History | No change | 3,204 | 271 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Persium Advisors, LLC | History | No change | 3,175 | 268 | 0.19% | 0.2% | 254 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Destiny Capital Corp/CO | History | Reduced | 3,097 | 262 | 0.13% | 0.14% | 255 | -5 | -0.16% | Q4 2025 | Jan 23, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 3,081 | 260 | 0.02% | 0.02% | 256 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 3,066 | 259 | 0.01% | 0.02% | 258 | -668 | -17.89% | Q4 2025 | Feb 04, 2026 |
| KDK Private Wealth Management, LLC | History | Reduced | 3,064 | 259 | 0.23% | 0.27% | 257 | -154 | -4.79% | Q4 2025 | Feb 12, 2026 |
| Snowden Capital Advisors LLC | History | New | 2,980 | 252 | 0.01% | — | 259 | +2,980 | New | Q4 2025 | Feb 17, 2026 |
| Alta Wealth Advisors LLC | History | Reduced | 2,955 | 250 | 0.08% | 0.1% | 260 | -309 | -9.47% | Q4 2025 | Feb 03, 2026 |
| Gibbs Wealth Management | History | Reduced | 2,825 | 250 | 0.06% | 0.06% | 261 | -109 | -3.72% | Q4 2025 | Jan 23, 2026 |
| Summit Investment Advisory Services, LLC | History | Reduced | 2,945 | 249 | 0.09% | 0.11% | 262 | -253 | -7.91% | Q4 2025 | Feb 04, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 2,897 | 245 | 0.17% | 0.16% | 263 | +7 | 0.24% | Q4 2025 | Feb 04, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 2,869 | 242 | 0.02% | 0.02% | 264 | -252 | -8.07% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 2,839 | 240 | 0.01% | 0.01% | 265 | -148 | -4.95% | Q4 2025 | Feb 05, 2026 |
| Western Wealth Management, LLC | History | Added to | 2,785 | 235 | 0.01% | 0.01% | 266 | +124 | 4.66% | Q4 2025 | Feb 05, 2026 |
| Urban Financial Advisory Corp | History | Added to | 2,781 | 235 | 0.09% | 0.11% | 267 | +13 | 0.47% | Q4 2025 | Feb 04, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 2,694 | 228 | 0.03% | 0.03% | 269 | -163 | -5.71% | Q4 2025 | Jan 14, 2026 |
| StoneX Group Inc. | History | Added to | 2,702 | 228 | 0.01% | 0.01% | 268 | +7 | 0.26% | Q4 2025 | Feb 12, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 2,679 | 226 | 0.02% | 0.02% | 270 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Cornerstone Planning, LLC | History | New | 2,661 | 225 | 0.05% | — | 271 | +2,661 | New | Q4 2025 | Mar 17, 2026 |
| VANCE WEALTH, LLC | History | No change | 2,653 | 224 | 0.07% | 0.07% | 272 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | New | 2,628 | 222 | 0.0% | — | 273 | +2,628 | New | Q4 2025 | Feb 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 2,608 | 220 | 0.0% | 0.0% | 274 | -33 | -1.25% | Q4 2025 | Feb 17, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | New | 2,578 | 218 | 0.05% | — | 275 | +2,578 | New | Q4 2025 | Jan 26, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | No change | 2,567 | 217 | 0.02% | 0.02% | 276 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Note Advisors, LLC | History | Reduced | 2,403 | 215 | 0.11% | 0.12% | 279 | -54 | -2.2% | Q4 2025 | Feb 18, 2026 |
| DRW Securities, LLC | History | No change | 2,546 | 215 | 0.01% | 0.0% | 277 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BREAKTHRU ADVISORY SERVICES, LLC | History | No change | 2,540 | 215 | 0.14% | 0.14% | 278 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 2,489 | 211 | 0.01% | 0.01% | 280 | -49 | -1.93% | Q4 2025 | Jan 09, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 2,472 | 209 | 0.01% | — | 282 | +2,472 | New | Q4 2025 | Feb 03, 2026 |
| PDS Planning, Inc | History | Added to | 2,471 | 209 | 0.01% | 0.01% | 281 | +3 | 0.12% | Q4 2025 | Jan 26, 2026 |
| Somerset Trust Co | History | Reduced | 2,447 | 207 | 0.06% | 0.06% | 283 | -9 | -0.37% | Q4 2025 | Jan 09, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Reduced | 2,440 | 206 | 0.06% | 0.07% | 284 | -272 | -10.03% | Q4 2025 | Jan 21, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 2,424 | 205 | 0.01% | — | 285 | +2,424 | New | Q4 2025 | Jan 21, 2026 |
| M&T BANK CORP | History | No change | 2,418 | 204 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 2,373 | 200 | 0.03% | 0.03% | 287 | -35 | -1.45% | Q4 2025 | Jan 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 2,351 | 199 | 0.0% | 0.01% | 288 | -372 | -13.66% | Q4 2025 | Feb 09, 2026 |
| CENTRAL TRUST Co | History | Reduced | 2,340 | 198 | 0.0% | 0.01% | 289 | -550 | -19.03% | Q4 2025 | Feb 02, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 2,326 | 196 | 0.02% | 0.02% | 290 | +1 | 0.04% | Q4 2025 | Jan 26, 2026 |
| Tradewinds Capital Management, LLC | History | Reduced | 2,289 | 193 | 0.04% | 0.04% | 291 | -16 | -0.69% | Q4 2025 | Jan 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 2,285 | 193 | 0.06% | 0.06% | 292 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Sachetta, LLC | History | No change | 2,081 | 176 | 0.1% | 0.06% | 293 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2,000 | 169 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ASSETMARK, INC | History | Added to | 1,958 | 165 | 0.0% | 0.0% | 295 | +1,491 | 319.27% | Q4 2025 | Jan 23, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 1,893 | 160 | 0.02% | — | 296 | +1,893 | New | Q4 2025 | Jan 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,744 | 147 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,687 | 144 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 1,532 | 129 | 0.0% | 0.0% | 299 | +5 | 0.33% | Q4 2025 | Jan 22, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,285 | 108 | 0.01% | 0.0% | 300 | +1,013 | 372.43% | Q4 2025 | Jan 20, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,260 | 106 | 0.0% | 0.0% | 301 | +175 | 16.13% | Q4 2025 | Mar 16, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,120 | 94 | 0.01% | 0.0% | 302 | +359 | 47.17% | Q4 2025 | Feb 06, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 1,106 | 93 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Added to | 1,058 | 89 | 0.03% | 0.01% | 304 | +652 | 160.59% | Q4 2025 | Feb 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,020 | 86 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Tower View Wealth Management LLC | History | Added to | 984 | 83 | 0.04% | 0.04% | 306 | +5 | 0.51% | Q4 2025 | Jan 23, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 964 | 81 | 0.06% | 0.05% | 307 | +75 | 8.44% | Q4 2025 | Jan 14, 2026 |
| CoreCap Advisors, LLC | History | Added to | 852 | 72 | 0.0% | 0.0% | 308 | +241 | 39.44% | Q4 2025 | Jan 13, 2026 |
| Compass Financial Services Inc | History | No change | 817 | 69 | 0.03% | 0.03% | 309 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| Miller Capital Partners, Inc. | History | New | 767 | 64 | 0.03% | — | 310 | +767 | New | Q4 2025 | Feb 17, 2026 |
| ATWOOD & PALMER INC | History | Added to | 740 | 62 | 0.0% | 0.0% | 311 | +3 | 0.41% | Q4 2025 | Jan 28, 2026 |
| Smithfield Trust Co | History | No change | 700 | 60 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 633 | 53 | 0.02% | 0.02% | 313 | +3 | 0.48% | Q4 2025 | Jan 27, 2026 |
| US BANCORP \DE\ | History | Reduced | 609 | 51 | 0.0% | 0.0% | 314 | -34 | -5.29% | Q4 2025 | Jan 30, 2026 |
| UMB Bank, n.a. | History | No change | 579 | 49 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BALLAST ADVISORS LLC | History | No change | 531 | 44 | 0.01% | 0.01% | 316 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 483 | 40 | 0.0% | 0.0% | 317 | +2 | 0.42% | Q4 2025 | Jan 14, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 455 | 38 | 0.01% | 0.02% | 319 | -60 | -11.65% | Q4 2025 | Jan 22, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 452 | 38 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Millstone Evans Group, LLC | History | No change | 452 | 38 | 0.02% | 0.02% | 320 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 447 | 37 | 0.01% | 0.01% | 321 | -83 | -15.66% | Q4 2025 | Jan 22, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 435 | 36 | 0.02% | 0.03% | 322 | -435 | -50.0% | Q4 2025 | Feb 18, 2026 |
| SageView Advisory Group, LLC | History | New | 355 | 30 | 0.0% | — | 323 | +355 | New | Q4 2025 | Feb 17, 2026 |
| Versant Capital Management, Inc | History | No change | 333 | 28 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 330 | 27 | 0.0% | 0.0% | 325 | +1 | 0.3% | Q4 2025 | Jan 20, 2026 |
| Caitlin John, LLC | History | No change | 330 | 27 | 0.02% | 0.02% | 326 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Copia Wealth Management | History | No change | 310 | 26 | 0.02% | 0.02% | 327 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Front Row Advisors LLC | History | No change | 300 | 25 | 0.01% | 0.01% | 328 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Crews Bank & Trust | History | No change | 300 | 25 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| NBC SECURITIES, INC. | History | Added to | 276 | 23 | 0.0% | 0.0% | 330 | +1 | 0.36% | Q4 2025 | Jan 29, 2026 |
| Family Capital Trust Co | History | No change | 281 | 23 | 0.01% | 0.01% | 331 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Key FInancial Inc | History | No change | 274 | 23 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Caldwell Trust Co | History | New | 255 | 21 | 0.0% | — | 334 | +255 | New | Q4 2025 | Jan 30, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Reduced | 249 | 21 | 0.02% | 0.02% | 333 | -104 | -29.46% | Q4 2025 | Feb 10, 2026 |
| North Star Investment Management Corp. | History | New | 220 | 18 | 0.0% | — | 335 | +220 | New | Q4 2025 | Jan 30, 2026 |
| TD Capital Management LLC | History | Added to | 219 | 18 | 0.0% | 0.0% | 336 | +1 | 0.46% | Q4 2025 | Feb 26, 2026 |
| BFSG, LLC | History | No change | 223 | 18 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 209 | 17 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 195 | 16 | 0.0% | 0.0% | 339 | +66 | 51.16% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 182 | 15 | 0.0% | — | 340 | +182 | New | Q4 2025 | Feb 13, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 158 | 13 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 154 | 13 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| ABOUND FINANCIAL, LLC | History | New | 145 | 12 | 0.0% | — | 345 | +145 | New | Q4 2025 | Feb 17, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 138 | 12 | 0.01% | — | 346 | +138 | New | Q4 2025 | Feb 12, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 142 | 12 | 0.0% | 0.0% | 343 | -76 | -34.86% | Q4 2025 | Jan 23, 2026 |
| Stephens Consulting, LLC | History | Added to | 145 | 12 | 0.0% | 0.0% | 344 | +1 | 0.69% | Q4 2025 | Jan 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 138 | 11 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 125 | 10 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Tidemark, LLC | History | No change | 121 | 10 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Hughes Financial Services, LLC | History | No change | 129 | 10 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Arax Advisory Partners | History | New | 115 | 9 | 0.0% | — | 351 | +115 | New | Q4 2025 | Feb 13, 2026 |
| Ancora Advisors LLC | History | No change | 100 | 8 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 100 | 8 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HOWE & RUSLING INC | History | No change | 93 | 7 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 83 | 7 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| REAP Financial Group, LLC | History | New | 74 | 6 | 0.0% | — | 356 | +74 | New | Q4 2025 | Feb 10, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 57 | 4 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 41 | 3 | 0.0% | 0.0% | 361 | +1 | 2.5% | Q4 2025 | Feb 03, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 41 | 3 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 39 | 3 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 45 | 3 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Manchester Capital Management LLC | History | No change | 28 | 2 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Costello Asset Management, INC | History | No change | 26 | 2 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 26 | 2 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 13 | 1 | 0.0% | 0.0% | 368 | -122 | -90.37% | Q4 2025 | Feb 17, 2026 |
| Key Capital Management, INC | History | New | 17 | 1 | 0.0% | — | 371 | +17 | New | Q4 2025 | Jan 26, 2026 |
| Cranbrook Wealth Management, LLC | History | New | 15 | 1 | 0.0% | — | 367 | +15 | New | Q4 2025 | Jan 28, 2026 |
| Crewe Advisors LLC | History | Reduced | 20 | 1 | 0.0% | 0.0% | 369 | -6 | -23.08% | Q4 2025 | Jan 16, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 21 | 1 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Scarborough Advisors, LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -50,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TOWNSQUARE CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.46% | — | -36,346 | -100.0% | Q3 2025 | Nov 03, 2025 |
| OneAscent Financial Services LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -6,807 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,297 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -3,200 | -100.0% | Q3 2025 | Nov 03, 2025 |
| NTV ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,095 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Freestone Capital Holdings, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,018 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Annex Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,640 | -100.0% | Q3 2025 | Oct 17, 2025 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,628 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Rockwood Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,624 | -100.0% | Q3 2025 | Oct 14, 2025 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,622 | -100.0% | Q3 2025 | Oct 31, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -368 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -210 | -100.0% | Q3 2025 | Oct 15, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -120 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Realta Investment Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -102 | -100.0% | Q3 2025 | Oct 23, 2025 |
| MMA ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -69 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -41 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Archer Investment Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Sound Income Strategies, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 21, 2026 |
| CITIGROUP INC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Bogart Wealth, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Provident Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Raleigh Capital Management Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Rossby Financial, LCC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |