MPLX LP - MPLX
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco Ltd. | History | Reduced | 18,187,878 | 970,687 | 0.15% | 0.15% | 1 | -1,374,060 | -7.02% | Q4 2025 | Feb 19, 2026 |
| Blackstone Inc. | History | Added to | 15,705,485 | 838,201 | 3.31% | 2.82% | 2 | +1,687,768 | 12.04% | Q4 2025 | Feb 17, 2026 |
| TORTOISE CAPITAL ADVISORS, L.L.C. | History | Reduced | 13,319,918 | 710,884 | 9.05% | 8.71% | 3 | -200,561 | -1.48% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 12,466,987 | 665,363 | 0.08% | 0.08% | 4 | -629,242 | -4.8% | Q4 2025 | Mar 25, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 8,531,066 | 455,302 | 0.03% | 0.03% | 5 | -814,876 | -8.72% | Q4 2025 | Feb 17, 2026 |
| Belfer Management LLC | History | Added to | 7,849 | 418,902 | 7.34% | 5.32% | 6 | +181 | 2.36% | Q4 2025 | Feb 03, 2026 |
| KAYNE ANDERSON CAPITAL ADVISORS LP | History | Reduced | 7,227,400 | 385,726 | 8.76% | 7.93% | 7 | -6,367 | -0.09% | Q4 2025 | Feb 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 6,908,382 | 368,700 | 0.55% | 0.56% | 8 | -151,642 | -2.15% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 5,763,110 | 307,577 | 0.02% | 0.01% | 9 | +1,104,510 | 23.71% | Q4 2025 | Feb 13, 2026 |
| CHICKASAW CAPITAL MANAGEMENT LLC | History | Reduced | 5,429,906 | 289,794 | 11.94% | 11.46% | 10 | -181,918 | -3.24% | Q4 2025 | Jan 12, 2026 |
| UBS Group AG | History | Added to | 5,304,746 | 283,114 | 0.05% | 0.04% | 11 | +38,283 | 0.73% | Q4 2025 | Jan 29, 2026 |
| Energy Income Partners, LLC | History | Reduced | 5,299,724 | 282,846 | 5.12% | 5.45% | 12 | -360,161 | -6.36% | Q4 2025 | Feb 17, 2026 |
| Brave Warrior Advisors, LLC | History | Added to | 4,474,115 | 238,783 | 5.59% | 5.18% | 13 | +6,641 | 0.15% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 3,286,142 | 175,381 | 0.01% | 0.01% | 14 | -1,372,119 | -29.46% | Q4 2025 | Feb 11, 2026 |
| BROOKFIELD Corp /ON/ | History | Added to | 2,959,830 | 157,966 | 0.2% | 0.16% | 15 | +134,859 | 4.77% | Q4 2025 | Feb 13, 2026 |
| ING GROEP NV | History | Reduced | 2,903,800 | 154,975 | 0.93% | 1.16% | 16 | -1,400,500 | -32.54% | Q4 2025 | Feb 11, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 2,724,200 | 145,390 | 0.25% | 0.23% | 17 | +36,110 | 1.34% | Q4 2025 | Feb 12, 2026 |
| Clearbridge Investments, LLC | History | Added to | 2,343,689 | 125,082 | 0.1% | 0.08% | 18 | +172,000 | 7.92% | Q4 2025 | Feb 11, 2026 |
| MILLER HOWARD INVESTMENTS INC /NY | History | Added to | 2,315,921 | 123,600 | 3.73% | 3.44% | 19 | +57,247 | 2.53% | Q4 2025 | Jan 27, 2026 |
| Fractal Investments LLC | History | No change | 2,051,301 | 109,477 | 15.29% | 14.79% | 20 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Reduced | 1,884,585 | 100,580 | 3.72% | 3.71% | 21 | -52,470 | -2.71% | Q4 2025 | Jan 28, 2026 |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | History | Added to | 1,883,800 | 100,538 | 5.77% | 4.92% | 22 | +150,000 | 8.65% | Q4 2025 | Jan 27, 2026 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | History | Reduced | 1,832,003 | 97,774 | 1.11% | 1.04% | 23 | -5,476 | -0.3% | Q4 2025 | Jan 26, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 1,815,749 | 96,906 | 0.01% | 0.01% | 24 | -151,421 | -7.7% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 1,668,643 | 89,055 | 0.0% | 0.0% | 25 | +3,060 | 0.18% | Q4 2025 | Feb 17, 2026 |
| AlphaCore Capital LLC | History | Added to | 1,606,602 | 85,744 | 1.91% | 2.65% | 26 | +29,129 | 1.85% | Q4 2025 | Feb 05, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 1,328,139 | 70,882 | 0.06% | 0.06% | 27 | -89,598 | -6.32% | Q4 2025 | Feb 13, 2026 |
| Epoch Investment Partners, Inc. | History | Added to | 1,156,589 | 61,727 | 0.35% | 0.29% | 28 | +112,738 | 10.8% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 1,153,276 | 61,550 | 0.07% | 0.07% | 29 | +36,377 | 3.26% | Q4 2025 | Feb 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 1,124,270 | 60,002 | 0.04% | 0.04% | 30 | +29,089 | 2.66% | Q4 2025 | Feb 13, 2026 |
| PEAK6 LLC | History | Added to | 1,120,200 | 59,785 | 0.11% | 0.0% | 31 | +1,091,900 | 3858.3% | Q4 2025 | Mar 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 1,106,127 | 59,033 | 0.03% | 0.03% | 32 | +44,125 | 4.15% | Q4 2025 | Feb 10, 2026 |
| Progeny 3, Inc. | History | Reduced | 1,058,959 | 56,516 | 3.04% | 2.79% | 33 | -23,600 | -2.18% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,038,162 | 55,406 | 0.01% | 0.01% | 34 | +317,662 | 44.09% | Q4 2025 | Feb 17, 2026 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | History | Reduced | 1,037,984 | 55,397 | 5.36% | 5.76% | 35 | -100,296 | -8.81% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 955,698 | 51,005 | 0.02% | 0.02% | 36 | +7,750 | 0.82% | Q4 2025 | Feb 18, 2026 |
| BARCLAYS PLC | History | Reduced | 915,691 | 48,870 | 0.01% | 0.01% | 37 | -257,709 | -21.96% | Q4 2025 | Feb 13, 2026 |
| COHEN & STEERS, INC. | History | Added to | 880,593 | 46,997 | 0.08% | 0.06% | 38 | +189,306 | 27.38% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 853,780 | 45,566 | 0.01% | 0.02% | 39 | -76,400 | -8.21% | Q4 2025 | Feb 11, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 829,136 | 44,250 | 0.04% | 0.05% | 40 | -82,364 | -9.04% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 791,478 | 42,240 | 0.01% | — | 41 | +791,478 | New | Q4 2025 | Feb 17, 2026 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | History | No change | 766,529 | 40,909 | 9.23% | 9.08% | 42 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Americana Partners, LLC | History | Added to | 760,306 | 40,577 | 1.11% | 0.82% | 43 | +211,694 | 38.59% | Q4 2025 | Feb 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 748,670 | 39,956 | 0.01% | 0.01% | 44 | +11,775 | 1.6% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 747,708 | 39,905 | 0.01% | 0.01% | 45 | -200,101 | -21.11% | Q4 2025 | Feb 12, 2026 |
| REAVES W H & CO INC | History | No change | 670,500 | 35,784 | 0.63% | 0.6% | 46 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 670,327 | 35,775 | 0.02% | 0.02% | 47 | -98,304 | -12.79% | Q4 2025 | Jan 30, 2026 |
| Appaloosa LP | History | Added to | 627,500 | 33,489 | 0.48% | 0.36% | 48 | +92,500 | 17.29% | Q4 2025 | Feb 17, 2026 |
| Northside Capital Management, LLC | History | Added to | 590,080 | 31,492 | 2.74% | 2.69% | 49 | +13 | 0.0% | Q4 2025 | Jan 07, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 578,421 | 30,870 | 0.81% | 0.78% | 50 | +412 | 0.07% | Q4 2025 | Jan 23, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 558,737 | 29,819 | 0.23% | 0.16% | 51 | +179,431 | 47.31% | Q4 2025 | Jan 14, 2026 |
| Corient Private Wealth LLC | History | Added to | 559,598 | 29,698 | 0.04% | 0.02% | 52 | +278,263 | 98.91% | Q4 2025 | Mar 09, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 479,604 | 26,459 | 0.65% | 0.65% | 53 | -7,295 | -1.5% | Q4 2025 | Jan 28, 2026 |
| LPL Financial LLC | History | Added to | 478,898 | 25,558 | 0.01% | 0.01% | 54 | +49,044 | 11.41% | Q4 2025 | Feb 11, 2026 |
| CITIGROUP INC | History | Reduced | 463,865 | 24,756 | 0.01% | 0.01% | 55 | -143,062 | -23.57% | Q4 2025 | Feb 13, 2026 |
| ALPS ADVISORS INC | History | Reduced | 429,566 | 22,925 | 0.13% | 7.35% | 56 | -25,980,088 | -98.37% | Q4 2025 | Feb 12, 2026 |
| GOLDENTREE ASSET MANAGEMENT LP | History | Added to | 424,886 | 22,676 | 1.23% | 7.61% | 57 | +131,817 | 44.98% | Q4 2025 | Feb 17, 2026 |
| Oxbow Advisors, LLC | History | Added to | 405,174 | 21,624 | 1.9% | 1.83% | 58 | +11,754 | 2.99% | Q4 2025 | Feb 04, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 387,400 | 20,675 | 0.01% | 0.01% | 59 | -122,600 | -24.04% | Q4 2025 | Feb 11, 2026 |
| Sovereign Investment Advisors, LLC | History | Reduced | 372,208 | 19,864 | 4.97% | 5.1% | 60 | -1,747 | -0.47% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 366,713 | 19,571 | 0.02% | 0.03% | 61 | -190,967 | -34.24% | Q4 2025 | Feb 06, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 354,526 | 18,921 | 0.39% | 0.37% | 62 | +5,008 | 1.43% | Q4 2025 | Feb 17, 2026 |
| Bollard Group LLC | History | Reduced | 353,420 | 18,862 | 0.47% | 0.48% | 63 | -53,894 | -13.23% | Q4 2025 | Feb 13, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 343,100 | 18,311 | 0.03% | 0.06% | 64 | -300,000 | -46.65% | Q4 2025 | Feb 12, 2026 |
| HRT FINANCIAL LP | History | Added to | 339,005 | 18,092 | 0.06% | 0.04% | 65 | +136,634 | 67.52% | Q4 2025 | Feb 12, 2026 |
| Heronetta Management, L.P. | History | Reduced | 323,639 | 17,272 | 9.99% | 9.74% | 66 | -32,425 | -9.11% | Q4 2025 | Feb 04, 2026 |
| Texas Yale Capital Corp. | History | Added to | 311,445 | 16,621 | 0.5% | 0.47% | 67 | +11,600 | 3.87% | Q4 2025 | Feb 10, 2026 |
| Jump Financial, LLC | History | Added to | 300,765 | 16,051 | 0.2% | 0.12% | 68 | +97,465 | 47.94% | Q4 2025 | Feb 17, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Added to | 282,768 | 15,091 | 0.23% | 0.18% | 69 | +53,729 | 23.46% | Q4 2025 | Feb 17, 2026 |
| Catalyst Capital Advisors LLC | History | Reduced | 274,980 | 14,675 | 0.3% | 0.37% | 70 | -89,411 | -24.54% | Q4 2025 | Feb 10, 2026 |
| WALNUT PRIVATE EQUITY PARTNERS, LLC | History | No change | 257,500 | 13,742 | 7.99% | 7.28% | 71 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Private Capital Advisors, Inc. | History | Added to | 256,752 | 13,702 | 1.4% | 1.42% | 72 | +443 | 0.17% | Q4 2025 | Feb 09, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 252,688 | 13,485 | 0.71% | 0.66% | 73 | +10,963 | 4.54% | Q4 2025 | Jan 23, 2026 |
| Waverly Advisors, LLC | History | Added to | 246,265 | 13,143 | 0.11% | 0.12% | 74 | +151 | 0.06% | Q4 2025 | Feb 17, 2026 |
| IMC-Chicago, LLC | History | Added to | 242,500 | 12,942 | 0.0% | 0.0% | 75 | +19,289 | 8.64% | Q4 2025 | Jan 29, 2026 |
| Jefferies Financial Group Inc. | History | New | 233,634 | 12,469 | 0.06% | — | 76 | +233,634 | New | Q4 2025 | Feb 09, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | Added to | 227,482 | 12,141 | 0.59% | 0.54% | 77 | +9,100 | 4.17% | Q4 2025 | Jan 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 224,310 | 11,971 | 0.0% | 0.0% | 78 | -18,140 | -7.48% | Q4 2025 | Feb 10, 2026 |
| OPAL CAPITAL LLC | History | New | 219,789 | 11,730 | 2.93% | — | 79 | +219,789 | New | Q4 2025 | Feb 17, 2026 |
| TrueMark Investments, LLC | History | Added to | 218,032 | 11,636 | 2.22% | 1.76% | 80 | +15,551 | 7.68% | Q4 2025 | Jan 14, 2026 |
| &PARTNERS | History | Added to | 216,960 | 11,585 | 0.06% | 0.04% | 81 | +102,358 | 89.32% | Q4 2025 | Feb 17, 2026 |
| Adams Asset Advisors, LLC | History | No change | 209,589 | 11,185 | 1.47% | 1.35% | 82 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| RR Advisors, LLC | History | Reduced | 209,438 | 11,177 | 3.49% | 5.91% | 83 | -289,562 | -58.03% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 200,517 | 10,701 | 0.01% | 0.01% | 84 | -23,543 | -10.51% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Reduced | 197,417 | 10,536 | 0.0% | 0.0% | 85 | -26,416 | -11.8% | Q4 2025 | Feb 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 195,035 | 10,409 | 0.06% | 0.06% | 86 | -1,592 | -0.81% | Q4 2025 | Feb 03, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 189,494 | 10,113 | 0.23% | 0.22% | 87 | +2,550 | 1.36% | Q4 2025 | Jan 27, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 189,137 | 10,094 | 0.02% | 0.02% | 88 | -663 | -0.35% | Q4 2025 | Mar 16, 2026 |
| AVENIR CORP | History | No change | 186,892 | 9,974 | 1.08% | 0.97% | 89 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 176,549 | 9,422 | 0.33% | 0.31% | 90 | -3,000 | -1.67% | Q4 2025 | Jan 27, 2026 |
| GLENMEDE TRUST CO NA | History | New | 175,835 | 9,384 | 0.04% | — | 91 | +175,835 | New | Q4 2025 | Feb 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 172,520 | 9,207 | 0.06% | 0.0% | 92 | +166,445 | 2739.84% | Q4 2025 | Feb 17, 2026 |
| Parkwood LLC | History | Added to | 169,976 | 9,072 | 0.7% | 0.76% | 93 | +3,161 | 1.89% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 159,677 | 8,522 | 0.02% | 0.01% | 94 | +74,974 | 88.51% | Q4 2025 | Feb 05, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 157,932 | 8,428 | 0.14% | 0.13% | 95 | +8,565 | 5.73% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 157,189 | 8,389 | 0.01% | 0.01% | 96 | +34,769 | 28.4% | Q4 2025 | Feb 12, 2026 |
| Advisors Capital Management, LLC | History | Added to | 154,299 | 8,234 | 0.1% | 0.09% | 97 | +1,297 | 0.85% | Q4 2025 | Jan 29, 2026 |
| Blueprint Financial Advisors LLC | History | Reduced | 152,998 | 8,165 | 1.25% | 1.7% | 98 | -4,853 | -3.07% | Q4 2025 | Feb 13, 2026 |
| Blueprint Investment Partners LLC | History | Reduced | 150,998 | 8,058 | 0.86% | 1.09% | 99 | -4,853 | -3.11% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 150,746 | 8,045 | 0.01% | 0.01% | 100 | +18,579 | 14.06% | Q4 2025 | Feb 17, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Added to | 146,090 | 7,796 | 0.61% | 0.64% | 101 | +2,589 | 1.8% | Q4 2025 | Jan 28, 2026 |
| Gilman Hill Asset Management, LLC | History | Added to | 142,821 | 7,622 | 1.2% | 1.1% | 102 | +2,500 | 1.78% | Q4 2025 | Jan 12, 2026 |
| NORDEN GROUP LLC | History | New | 142,300 | 7,594 | 0.74% | — | 103 | +142,300 | New | Q4 2025 | Jan 13, 2026 |
| BlackRock, Inc. | History | Reduced | 141,610 | 7,557 | 0.0% | 0.0% | 104 | -441,982 | -75.73% | Q4 2025 | Feb 12, 2026 |
| STEPHENS INC /AR/ | History | Added to | 137,665 | 7,347 | 0.09% | 0.08% | 105 | +7,388 | 5.67% | Q4 2025 | Feb 05, 2026 |
| Kercheville Advisors, LLC | History | Reduced | 131,336 | 7,298 | 1.91% | 2.03% | 106 | -3,453 | -2.56% | Q4 2025 | Jan 29, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 136,187 | 7,268 | 0.1% | 0.02% | 107 | +107,812 | 379.95% | Q4 2025 | Feb 02, 2026 |
| Evercore Wealth Management, LLC | History | No change | 132,053 | 7,047 | 0.1% | 0.1% | 108 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 134,640 | 7,030 | 0.01% | 0.01% | 109 | +13,418 | 11.07% | Q4 2025 | Jan 08, 2026 |
| Empowered Funds, LLC | History | Added to | 131,474 | 7,016 | 0.12% | 0.05% | 110 | +34,671 | 35.82% | Q4 2025 | Feb 18, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 130,695 | 6,975 | 0.03% | 0.03% | 111 | +768 | 0.59% | Q4 2025 | Feb 13, 2026 |
| Empirical Finance, LLC | History | Added to | 116,567 | 6,221 | 0.3% | 0.2% | 112 | +31,500 | 37.03% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 114,423 | 6,106 | 0.0% | 0.0% | 113 | +1,400 | 1.24% | Q4 2025 | Feb 06, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 107,756 | 5,751 | 0.01% | 0.01% | 114 | +32,452 | 43.09% | Q4 2025 | Feb 11, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 103,351 | 5,515 | 0.07% | 0.07% | 115 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Cresset Asset Management, LLC | History | Added to | 100,536 | 5,365 | 0.02% | 0.02% | 116 | +11,506 | 12.92% | Q4 2025 | Feb 17, 2026 |
| WEXFORD CAPITAL LP | History | No change | 99,945 | 5,334 | 1.03% | 0.72% | 117 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Objectivity Squared, LLC | History | Added to | 99,312 | 5,300 | 2.96% | 2.9% | 118 | +1,999 | 2.05% | Q4 2025 | Feb 02, 2026 |
| BROWN ADVISORY INC | History | Added to | 99,305 | 5,299 | 0.01% | 0.01% | 119 | +11,883 | 13.59% | Q4 2025 | Feb 13, 2026 |
| Private Wealth Partners, LLC | History | Added to | 94,400 | 5,038 | 0.36% | 0.31% | 120 | +7,600 | 8.76% | Q4 2025 | Jan 27, 2026 |
| CoreCap Advisors, LLC | History | Added to | 93,590 | 4,994 | 0.17% | 0.15% | 121 | +10,180 | 12.2% | Q4 2025 | Jan 13, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | Reduced | 90,397 | 4,824 | 1.02% | 1.09% | 122 | -18,000 | -16.61% | Q4 2025 | Jan 15, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | Added to | 87,670 | 4,678 | 0.28% | 0.26% | 123 | +3,275 | 3.88% | Q4 2025 | Feb 06, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 87,244 | 4,656 | 0.39% | 0.36% | 124 | +4,806 | 5.83% | Q4 2025 | Feb 06, 2026 |
| PPM AMERICA INC/IL | History | No change | 87,200 | 4,653 | 42.58% | 23.41% | 125 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NewEdge Advisors, LLC | History | Added to | 86,625 | 4,623 | 0.02% | 0.02% | 126 | +6,385 | 7.96% | Q4 2025 | Feb 18, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 83,210 | 4,440 | 0.01% | 0.01% | 127 | +639 | 0.77% | Q4 2025 | Feb 18, 2026 |
| Pinnacle Holdings, LLC | History | Reduced | 80,850 | 4,314 | 1.46% | 1.42% | 128 | -573 | -0.7% | Q4 2025 | Feb 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 80,413 | 4,291 | 0.01% | 0.01% | 129 | +3,578 | 4.66% | Q4 2025 | Feb 17, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 76,557 | 4,085 | 0.02% | 0.01% | 130 | +56,729 | 286.11% | Q4 2025 | Jan 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 75,243 | 4,015 | 0.0% | 0.0% | 131 | -45,717 | -37.8% | Q4 2025 | Feb 13, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 75,091 | 4,007 | 0.72% | 0.56% | 132 | +17,042 | 29.36% | Q4 2025 | Feb 06, 2026 |
| Cerity Partners LLC | History | Reduced | 74,284 | 3,964 | 0.01% | 0.01% | 133 | -1,887 | -2.48% | Q4 2025 | Feb 11, 2026 |
| Castellan Group | History | Added to | 71,444 | 3,812 | 0.48% | 0.49% | 134 | +3,414 | 5.02% | Q4 2025 | Jan 23, 2026 |
| DIVIDEND ASSETS CAPITAL, LLC | History | Added to | 71,318 | 3,806 | 0.73% | 0.6% | 135 | +2,826 | 4.13% | Q4 2025 | Feb 12, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | No change | 71,200 | 3,799 | 2.26% | 2.38% | 136 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | No change | 67,641 | 3,610 | 0.58% | 0.62% | 137 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Militia Capital Partners, LP | History | No change | 67,000 | 3,575 | 1.36% | 1.55% | 138 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 66,588 | 3,553 | 0.03% | 0.03% | 139 | -10,023 | -13.08% | Q4 2025 | Feb 12, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 66,239 | 3,535 | 0.0% | 0.0% | 140 | -2,984 | -4.31% | Q4 2025 | Feb 13, 2026 |
| Jackson Hole Capital Partners, LLC | History | Added to | 65,407 | 3,490 | 0.6% | 0.55% | 141 | +1,413 | 2.21% | Q4 2025 | Jan 30, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 65,353 | 3,487 | 0.01% | 0.01% | 142 | -6,012 | -8.42% | Q4 2025 | Feb 24, 2026 |
| US BANCORP \DE\ | History | Added to | 65,042 | 3,471 | 0.0% | 0.0% | 143 | +197 | 0.3% | Q4 2025 | Jan 30, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 64,722 | 3,454 | 0.0% | 0.01% | 144 | -179,882 | -73.54% | Q4 2025 | Feb 13, 2026 |
| Asset One Wealth Management LLC | History | New | 62,403 | 3,452 | 0.47% | — | 145 | +62,403 | New | Q4 2025 | Feb 17, 2026 |
| Empire Financial Management Company, LLC | History | No change | 63,321 | 3,379 | 0.73% | 0.72% | 146 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ArchPoint Investors | History | Added to | 62,977 | 3,361 | 0.8% | 0.85% | 147 | +757 | 1.22% | Q4 2025 | Feb 13, 2026 |
| Forum Financial Management, LP | History | New | 61,770 | 3,296 | 0.04% | — | 148 | +61,770 | New | Q4 2025 | Jan 27, 2026 |
| Lido Advisors, LLC | History | Added to | 63,404 | 3,226 | 0.01% | 0.01% | 149 | +1,416 | 2.28% | Q4 2025 | Feb 10, 2026 |
| Mizuho Markets Cayman LP | History | Added to | 60,308 | 3,218 | 0.16% | 0.23% | 150 | +5,283 | 9.6% | Q4 2025 | Feb 06, 2026 |
| DAVENPORT & Co LLC | History | No change | 59,583 | 3,179 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 58,698 | 3,132 | 0.03% | 0.03% | 152 | +4,803 | 8.91% | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | Reduced | 57,866 | 3,088 | 0.02% | 0.02% | 153 | -3,675 | -5.97% | Q4 2025 | Feb 13, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Added to | 57,800 | 3,084 | 0.4% | 0.46% | 154 | +12,800 | 28.44% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 56,267 | 3,002 | 0.01% | 0.01% | 155 | -3,130 | -5.27% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 55,750 | 2,975 | 0.0% | 0.0% | 156 | +18,935 | 51.43% | Q4 2025 | Feb 17, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 55,697 | 2,972 | 1.05% | 0.98% | 157 | -1,195 | -2.1% | Q4 2025 | Jan 30, 2026 |
| VELA Investment Management, LLC | History | Reduced | 54,446 | 2,905 | 0.68% | 0.67% | 158 | -560 | -1.02% | Q4 2025 | Feb 02, 2026 |
| Advisory Services Network, LLC | History | Added to | 54,285 | 2,897 | 0.04% | 0.03% | 159 | +7,497 | 16.02% | Q4 2025 | Feb 17, 2026 |
| CASTLEARK MANAGEMENT LLC | History | Reduced | 53,112 | 2,834 | 0.08% | 0.08% | 160 | -7,510 | -12.39% | Q4 2025 | Feb 13, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 53,031 | 2,830 | 0.03% | 0.03% | 161 | -1,200 | -2.21% | Q4 2025 | Feb 13, 2026 |
| GraniteShares Advisors LLC | History | Reduced | 50,391 | 2,689 | 1.63% | 1.85% | 162 | -13,666 | -21.33% | Q4 2025 | Jan 27, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | No change | 50,000 | 2,668 | 0.08% | 0.07% | 163 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Independent Advisor Alliance | History | Added to | 49,171 | 2,624 | 0.06% | 0.06% | 164 | +548 | 1.13% | Q4 2025 | Feb 04, 2026 |
| Creative Planning | History | Reduced | 47,091 | 2,513 | 0.0% | 0.0% | 165 | -11,749 | -19.97% | Q4 2025 | Feb 17, 2026 |
| CFM WEALTH PARTNERS LLC | History | No change | 46,729 | 2,493 | 0.36% | 0.34% | 166 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| PFG Investments, LLC | History | Added to | 46,308 | 2,471 | 0.12% | 0.1% | 168 | +6,530 | 16.42% | Q4 2025 | Jan 26, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 46,302 | 2,471 | 0.01% | 0.01% | 167 | +1,608 | 3.6% | Q4 2025 | Feb 12, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Added to | 46,177 | 2,464 | 0.36% | 0.26% | 169 | +11,765 | 34.19% | Q4 2025 | Jan 23, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 44,734 | 2,387 | 0.28% | 0.21% | 170 | +10,890 | 32.18% | Q4 2025 | Jan 12, 2026 |
| Pathway Financial Advisers, LLC | History | Added to | 44,463 | 2,373 | 0.69% | 0.62% | 171 | +1,815 | 4.26% | Q4 2025 | Feb 06, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 43,951 | 2,345 | 0.01% | 0.01% | 172 | +1,127 | 2.63% | Q4 2025 | Jan 30, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 43,776 | 2,336 | 0.17% | 0.17% | 173 | -509 | -1.15% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 43,735 | 2,334 | 0.01% | 0.01% | 174 | +26,877 | 159.43% | Q4 2025 | Jan 29, 2026 |
| Caprock Group, LLC | History | Reduced | 43,256 | 2,308 | 0.05% | 0.07% | 175 | -9,790 | -18.46% | Q4 2025 | Jan 28, 2026 |
| Merit Financial Group, LLC | History | Added to | 43,234 | 2,307 | 0.02% | 0.01% | 176 | +24,107 | 126.04% | Q4 2025 | Jan 26, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 42,630 | 2,275 | 0.03% | 0.02% | 177 | +5,769 | 15.65% | Q4 2025 | Jan 29, 2026 |
| DOLIVER ADVISORS, LP | History | Added to | 42,473 | 2,266 | 0.57% | 0.54% | 178 | +900 | 2.16% | Q4 2025 | Jan 06, 2026 |
| Zurich Insurance Group Ltd/FI | History | No change | 42,400 | 2,262 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 42,117 | 2,247 | 0.02% | 0.8% | 180 | -2,196,747 | -98.12% | Q4 2025 | Feb 17, 2026 |
| Exit Wealth Advisors, LLC. | History | New | 41,346 | 2,206 | 1.3% | — | 181 | +41,346 | New | Q4 2025 | Feb 10, 2026 |
| BAHL & GAYNOR INC | History | Reduced | 41,225 | 2,200 | 0.01% | 0.01% | 182 | -1,250 | -2.94% | Q4 2025 | Feb 12, 2026 |
| Delta Investment Management, LLC | History | Added to | 40,075 | 2,138 | 0.37% | 0.33% | 183 | +2,704 | 7.24% | Q4 2025 | Jan 30, 2026 |
| Geneva Partners, LLC | History | No change | 40,000 | 2,134 | 0.76% | 0.73% | 184 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Curi Capital, LLC | History | Reduced | 39,193 | 2,091 | 0.04% | 0.04% | 185 | -34 | -0.09% | Q4 2025 | Feb 17, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 39,144 | 2,089 | 0.01% | 0.01% | 186 | -4,320 | -9.94% | Q4 2025 | Feb 17, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 39,045 | 2,083 | 0.19% | 0.18% | 187 | +3,580 | 10.09% | Q4 2025 | Jan 30, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | No change | 39,048 | 2,083 | 0.29% | 0.28% | 188 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 38,861 | 2,074 | 0.07% | 0.07% | 189 | -207 | -0.53% | Q4 2025 | Jan 12, 2026 |
| Pathstone Holdings, LLC | History | New | 38,576 | 2,058 | 0.01% | — | 190 | +38,576 | New | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 38,438 | 2,051 | 0.02% | 0.02% | 191 | +521 | 1.37% | Q4 2025 | Jan 20, 2026 |
| Barnett & Company, Inc. | History | Reduced | 38,087 | 2,032 | 1.64% | 1.5% | 192 | -700 | -1.8% | Q4 2025 | Feb 12, 2026 |
| Brookstone Capital Management | History | Added to | 37,544 | 2,003 | 0.02% | 0.02% | 193 | +6,562 | 21.18% | Q4 2025 | Jan 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 37,480 | 2,000 | 0.0% | 0.0% | 194 | +23,141 | 161.39% | Q4 2025 | Feb 10, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | New | 37,432 | 1,997 | 0.38% | — | 195 | +37,432 | New | Q4 2025 | Jan 28, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 37,144 | 1,982 | 0.01% | 0.0% | 196 | +2,602 | 7.53% | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | No change | 36,200 | 1,931 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Applied Capital LLC/FL | History | Added to | 35,900 | 1,915 | 1.13% | 0.68% | 198 | +13,840 | 62.74% | Q4 2025 | Jan 16, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 35,765 | 1,908 | 0.18% | 0.49% | 199 | -68,539 | -65.71% | Q4 2025 | Feb 11, 2026 |
| Birch Capital Management, LLC | History | Reduced | 35,627 | 1,901 | 0.95% | 0.92% | 200 | -636 | -1.75% | Q4 2025 | Feb 03, 2026 |
| ProShare Advisors LLC | History | Added to | 35,155 | 1,876 | 0.0% | 0.0% | 201 | +4,072 | 13.1% | Q4 2025 | Feb 06, 2026 |
| Northern Right Capital Management, L.P. | History | Reduced | 35,038 | 1,869 | 0.49% | 0.73% | 202 | -12,312 | -26.0% | Q4 2025 | Feb 17, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 33,775 | 1,802 | 0.06% | 0.04% | 203 | +11,582 | 52.19% | Q4 2025 | Jan 07, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 33,520 | 1,788 | 0.03% | 0.03% | 204 | -587 | -1.72% | Q4 2025 | Jan 22, 2026 |
| Obermeyer Wealth Partners | History | Reduced | 32,346 | 1,726 | 0.08% | 0.08% | 205 | -1,417 | -4.2% | Q4 2025 | Jan 29, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 32,326 | 1,725 | 0.02% | 0.02% | 206 | +264 | 0.82% | Q4 2025 | Feb 02, 2026 |
| UMB Bank, n.a. | History | No change | 31,912 | 1,703 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 31,700 | 1,691 | 0.03% | 0.03% | 208 | +511 | 1.64% | Q4 2025 | Feb 09, 2026 |
| Focus Partners Wealth | History | Added to | 31,277 | 1,669 | 0.0% | 0.0% | 209 | +25,657 | 456.53% | Q4 2025 | Feb 13, 2026 |
| XTX Topco Ltd | History | New | 31,261 | 1,668 | 0.04% | — | 210 | +31,261 | New | Q4 2025 | Feb 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 31,150 | 1,662 | 0.05% | 0.05% | 211 | +1,000 | 3.32% | Q4 2025 | Feb 13, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 30,840 | 1,645 | 0.04% | 0.04% | 212 | +293 | 0.96% | Q4 2025 | Feb 17, 2026 |
| Pingora Partners LLC | History | Reduced | 30,223 | 1,613 | 0.99% | 1.02% | 213 | -600 | -1.95% | Q4 2025 | Feb 13, 2026 |
| Clear Trail Advisors, LLC | History | New | 30,030 | 1,602 | 0.37% | — | 215 | +30,030 | New | Q4 2025 | Jan 09, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 30,033 | 1,602 | 0.24% | 0.35% | 214 | -1,477 | -4.69% | Q4 2025 | Feb 03, 2026 |
| Bramshill Investments, LLC | History | Added to | 29,502 | 1,574 | 0.09% | 0.1% | 217 | +196 | 0.67% | Q4 2025 | Feb 17, 2026 |
| Cannell & Spears LLC | History | No change | 29,500 | 1,574 | 0.03% | 0.03% | 216 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | Reduced | 28,094 | 1,499 | 0.4% | 0.41% | 218 | -816 | -2.82% | Q4 2025 | Feb 04, 2026 |
| OUTFITTERS FINANCIAL LLC | History | No change | 27,972 | 1,492 | 1.17% | 1.13% | 219 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 27,847 | 1,486 | 0.01% | 0.01% | 220 | -655 | -2.3% | Q4 2025 | Jan 29, 2026 |
| Allworth Financial LP | History | New | 27,594 | 1,472 | 0.01% | — | 221 | +27,594 | New | Q4 2025 | Feb 05, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 27,531 | 1,469 | 0.0% | 0.0% | 222 | -14,101 | -33.87% | Q4 2025 | Feb 10, 2026 |
| One Charles Private Wealth Services, LLC | History | No change | 27,385 | 1,461 | 0.38% | 0.36% | 223 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NEOS Investment Management LLC | History | New | 27,133 | 1,448 | 0.01% | — | 224 | +27,133 | New | Q4 2025 | Feb 17, 2026 |
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | History | No change | 27,000 | 1,440 | 0.9% | 0.81% | 225 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Argyle Capital Partners, LLC | History | Reduced | 26,662 | 1,422 | 1.04% | 0.97% | 226 | -300 | -1.11% | Q4 2025 | Feb 17, 2026 |
| HB Wealth Management, LLC | History | Reduced | 26,590 | 1,419 | 0.01% | 0.01% | 227 | -2,224 | -7.72% | Q4 2025 | Jan 28, 2026 |
| NORTHERN TRUST CORP | History | Added to | 26,476 | 1,413 | 0.0% | 0.0% | 228 | +609 | 2.35% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 26,265 | 1,401 | 0.0% | 0.0% | 229 | +6,893 | 35.58% | Q4 2025 | Feb 10, 2026 |
| ELCO Management Co., LLC | History | Reduced | 26,080 | 1,391 | 0.88% | 2.19% | 230 | -57,891 | -68.94% | Q4 2025 | Feb 04, 2026 |
| Veracity Capital LLC | History | No change | 25,638 | 1,368 | 0.4% | 0.41% | 231 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 25,498 | 1,360 | 0.04% | 0.04% | 232 | +623 | 2.5% | Q4 2025 | Jan 30, 2026 |
| Inspire Investing, LLC | History | New | 25,282 | 1,349 | 0.12% | — | 233 | +25,282 | New | Q4 2025 | Feb 17, 2026 |
| AMERICAN FINANCIAL GROUP INC | History | No change | 25,000 | 1,334 | 0.48% | 0.48% | 234 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CHELSEA COUNSEL CO | History | No change | 25,000 | 1,334 | 0.57% | 0.55% | 235 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Greenline Partners, LLC | History | Added to | 24,419 | 1,303 | 0.15% | 0.11% | 236 | +6,562 | 36.75% | Q4 2025 | Feb 17, 2026 |
| RESOLUTE CAPITAL, LLC | History | New | 24,264 | 1,294 | 0.54% | — | 237 | +24,264 | New | Q4 2025 | Feb 10, 2026 |
| NATIXIS | History | Reduced | 23,958 | 1,278 | 0.0% | 0.23% | 238 | -949,800 | -97.54% | Q4 2025 | Feb 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 23,008 | 1,227 | 0.03% | 0.01% | 239 | +14,615 | 174.13% | Q4 2025 | Feb 02, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 22,880 | 1,225 | 0.0% | 0.0% | 240 | +478 | 2.13% | Q4 2025 | Jan 15, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 22,765 | 1,214 | 0.17% | 0.13% | 241 | +4,426 | 24.13% | Q4 2025 | Feb 10, 2026 |
| Inscription Capital, LLC | History | Added to | 22,565 | 1,204 | 0.12% | 0.12% | 242 | +123 | 0.55% | Q4 2025 | Jan 29, 2026 |
| Kovack Advisors, Inc. | History | Added to | 22,551 | 1,203 | 0.06% | 0.03% | 243 | +15,634 | 226.02% | Q4 2025 | Feb 17, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 22,465 | 1,198 | 0.09% | 0.09% | 244 | -200 | -0.88% | Q4 2025 | Jan 23, 2026 |
| NOMURA HOLDINGS INC | History | New | 22,152 | 1,182 | 0.0% | — | 245 | +22,152 | New | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 21,974 | 1,172 | 0.0% | 0.0% | 246 | -319 | -1.43% | Q4 2025 | Feb 13, 2026 |
| C2C Wealth Management, LLC | History | Added to | 21,921 | 1,169 | 0.99% | 0.92% | 247 | +500 | 2.33% | Q4 2025 | Jan 21, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 21,593 | 1,152 | 0.01% | 0.01% | 248 | +8,565 | 65.74% | Q4 2025 | Jan 29, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 21,311 | 1,137 | 0.01% | 0.01% | 249 | +1,238 | 6.17% | Q4 2025 | Feb 17, 2026 |
| Trilogy Capital Inc. | History | Reduced | 21,072 | 1,124 | 0.05% | 0.05% | 250 | -235 | -1.1% | Q4 2025 | Jan 22, 2026 |
| Larson Financial Group LLC | History | Added to | 20,911 | 1,116 | 0.04% | 0.02% | 251 | +8,488 | 68.32% | Q4 2025 | Feb 06, 2026 |
| FAYEZ SAROFIM & CO | History | Reduced | 20,814 | 1,110 | 0.0% | 0.0% | 252 | -21,961 | -51.34% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 20,499 | 1,094 | 0.0% | 0.0% | 253 | +3,099 | 17.81% | Q4 2025 | Feb 17, 2026 |
| Virtu Financial LLC | History | New | 20,322 | 1,085 | 0.04% | — | 254 | +20,322 | New | Q4 2025 | Feb 23, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 20,176 | 1,076 | 0.02% | 0.02% | 255 | +349 | 1.76% | Q4 2025 | Feb 03, 2026 |
| NOVEM GROUP | History | Added to | 20,156 | 1,075 | 0.12% | 0.1% | 256 | +3,000 | 17.49% | Q4 2025 | Jan 27, 2026 |
| HUB Investment Partners, LLC | History | Added to | 19,929 | 1,063 | 0.03% | 0.03% | 257 | +4,217 | 26.84% | Q4 2025 | Feb 17, 2026 |
| Modus Advisors, LLC | History | No change | 19,606 | 1,046 | 0.28% | 0.27% | 258 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Mutual Advisors, LLC | History | Added to | 19,561 | 1,043 | 0.02% | 0.02% | 259 | +2,087 | 11.94% | Q4 2025 | Feb 02, 2026 |
| Inspire Advisors, LLC | History | Reduced | 19,437 | 1,037 | 0.1% | 0.1% | 260 | -464 | -2.33% | Q4 2025 | Feb 13, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 19,222 | 1,026 | 0.03% | 0.03% | 261 | -102 | -0.53% | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | Added to | 18,516 | 988 | 0.02% | 0.0% | 262 | +14,885 | 409.94% | Q4 2025 | Feb 06, 2026 |
| CFO4Life Group, LLC | History | No change | 18,500 | 987 | 0.14% | 0.13% | 263 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| World Investment Advisors | History | Added to | 18,045 | 963 | 0.02% | 0.01% | 264 | +4,822 | 36.47% | Q4 2025 | Mar 12, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 17,813 | 950 | 0.03% | 0.03% | 265 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Westover Capital Advisors, LLC | History | No change | 17,800 | 949 | 0.17% | 0.16% | 266 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Burford Brothers, Inc. | History | Added to | 17,449 | 931 | 0.38% | 0.37% | 267 | +209 | 1.21% | Q4 2025 | Feb 05, 2026 |
| SEARLE & CO. | History | No change | 17,400 | 928 | 0.24% | 0.23% | 268 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 17,260 | 921 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SL ADVISORS, LLC | History | Reduced | 17,229 | 919 | 1.88% | 1.74% | 270 | -451 | -2.55% | Q4 2025 | Jan 08, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 17,082 | 911 | 0.07% | 0.07% | 271 | +2,037 | 13.54% | Q4 2025 | Feb 04, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Reduced | 16,847 | 899 | 0.29% | 0.29% | 272 | -100 | -0.59% | Q4 2025 | Jan 27, 2026 |
| SageGuard Financial Group, LLC | History | New | 16,679 | 890 | 0.14% | — | 273 | +16,679 | New | Q4 2025 | Jan 27, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 16,369 | 873 | 0.01% | 0.01% | 274 | +544 | 3.44% | Q4 2025 | Jan 21, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 16,341 | 872 | 0.09% | 0.07% | 275 | +4,850 | 42.21% | Q4 2025 | Feb 06, 2026 |
| Fulcrum Asset Management LLP | History | Added to | 16,052 | 861 | 0.24% | 0.19% | 276 | +2,124 | 15.25% | Q4 2025 | Feb 05, 2026 |
| FIRST INTERSTATE BANK | History | No change | 16,000 | 853 | 0.05% | 0.04% | 277 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 15,966 | 852 | 0.04% | 0.04% | 278 | -300 | -1.84% | Q4 2025 | Mar 04, 2026 |
| Linscomb Wealth, Inc. | History | No change | 15,948 | 851 | 0.04% | 0.03% | 279 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | Added to | 15,604 | 832 | 0.36% | 0.33% | 280 | +308 | 2.01% | Q4 2025 | Jan 15, 2026 |
| Segment Wealth Management, LLC | History | No change | 15,447 | 824 | 0.05% | 0.05% | 281 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Hardy Reed LLC | History | No change | 15,270 | 814 | 0.06% | 0.06% | 282 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 14,671 | 782 | 0.02% | 0.02% | 283 | +75 | 0.51% | Q4 2025 | Feb 09, 2026 |
| Three Seasons Wealth, LLC | History | New | 14,528 | 775 | 0.07% | — | 284 | +14,528 | New | Q4 2025 | Jan 15, 2026 |
| Moors & Cabot, Inc. | History | No change | 14,493 | 773 | 0.03% | 0.03% | 285 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 14,474 | 772 | 0.09% | 0.08% | 286 | +1,500 | 11.56% | Q4 2025 | Feb 06, 2026 |
| Highlander Partners, L.P. | History | No change | 14,291 | 762 | 0.27% | 0.25% | 287 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BESSEMER GROUP INC | History | No change | 14,010 | 748 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 13,989 | 746 | 0.02% | 0.02% | 289 | +694 | 5.22% | Q4 2025 | Jan 20, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 13,470 | 718 | 0.03% | 0.03% | 290 | +2,313 | 20.73% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 13,296 | 709 | 0.01% | 0.01% | 291 | +1,403 | 11.8% | Q4 2025 | Jan 23, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 13,390 | 706 | 0.02% | 0.01% | 292 | -1,023 | -7.1% | Q4 2025 | Feb 11, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | No change | 13,080 | 698 | 0.14% | 0.13% | 293 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| ARS Investment Partners, LLC | History | No change | 12,900 | 688 | 0.04% | 0.04% | 294 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 12,877 | 687 | 0.01% | — | 295 | +12,877 | New | Q4 2025 | Feb 18, 2026 |
| Savant Capital, LLC | History | No change | 12,753 | 680 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 12,725 | 679 | 0.01% | 0.01% | 297 | -700 | -5.21% | Q4 2025 | Feb 12, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 12,684 | 677 | 0.04% | 0.03% | 298 | +2,240 | 21.45% | Q4 2025 | Feb 13, 2026 |
| Addis & Hill, Inc | History | Reduced | 12,654 | 675 | 0.41% | 0.41% | 299 | -927 | -6.83% | Q4 2025 | Jan 06, 2026 |
| Wealthstar Advisors, LLC | History | Added to | 12,598 | 672 | 0.3% | 0.24% | 300 | +190 | 1.53% | Q4 2025 | Jan 30, 2026 |
| Diversified Trust Co | History | New | 12,478 | 665 | 0.01% | — | 301 | +12,478 | New | Q4 2025 | Jan 09, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 11,839 | 662 | 0.02% | 0.01% | 302 | +1,038 | 9.61% | Q4 2025 | Feb 09, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 11,967 | 638 | 0.0% | 0.0% | 303 | +24 | 0.2% | Q4 2025 | Feb 02, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Added to | 11,932 | 636 | 0.07% | 0.07% | 304 | +59 | 0.5% | Q4 2025 | Feb 06, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 11,931 | 636 | 0.03% | 0.03% | 305 | +9 | 0.08% | Q4 2025 | Jan 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 11,865 | 633 | 0.0% | 0.0% | 306 | +1,419 | 13.58% | Q4 2025 | Feb 17, 2026 |
| AVALON CAPITAL MANAGEMENT | History | No change | 11,635 | 620 | 0.15% | 0.14% | 307 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 11,600 | 619 | 0.14% | 0.13% | 308 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Venture Visionary Partners LLC | History | Added to | 11,569 | 617 | 0.02% | 0.02% | 310 | +1,230 | 11.9% | Q4 2025 | Feb 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 11,569 | 617 | 0.01% | 0.01% | 309 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 11,543 | 616 | 0.05% | 0.05% | 311 | -1,887 | -14.05% | Q4 2025 | Jan 09, 2026 |
| COMMERCE BANK | History | Added to | 11,524 | 615 | 0.0% | 0.0% | 312 | +1,591 | 16.02% | Q4 2025 | Feb 13, 2026 |
| Merrion Investment Management Co, LLC | History | No change | 11,525 | 615 | 0.33% | 0.33% | 313 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 11,515 | 614 | 0.1% | 0.1% | 314 | +13 | 0.11% | Q4 2025 | Jan 20, 2026 |
| Northstar Advisory Group, LLC | History | Added to | 11,500 | 613 | 0.22% | 0.2% | 315 | +1,500 | 15.0% | Q4 2025 | Jan 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 11,449 | 611 | 0.01% | — | 316 | +11,449 | New | Q4 2025 | Feb 10, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | New | 10,901 | 610 | 0.09% | — | 317 | +10,901 | New | Q4 2025 | Feb 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 11,165 | 595 | 0.0% | 0.0% | 318 | +1,733 | 18.37% | Q4 2025 | Feb 18, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 10,399 | 588 | 0.02% | 0.02% | 319 | +436 | 4.38% | Q4 2025 | Jan 23, 2026 |
| Lifetime Wealth Management P.C. | History | New | 11,000 | 587 | 0.37% | — | 320 | +11,000 | New | Q4 2025 | Mar 25, 2026 |
| Equitable Holdings, Inc. | History | Added to | 10,986 | 586 | 0.0% | 0.0% | 321 | +5,440 | 98.09% | Q4 2025 | Feb 17, 2026 |
| Wedmont Private Capital | History | Added to | 11,080 | 579 | 0.02% | 0.02% | 322 | +664 | 6.37% | Q4 2025 | Jan 08, 2026 |
| Essex Financial Services, Inc. | History | No change | 10,817 | 577 | 0.03% | 0.03% | 323 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 10,767 | 574 | 0.0% | 0.0% | 324 | +1,430 | 15.32% | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 10,695 | 571 | 0.0% | 0.0% | 325 | +8,234 | 334.58% | Q4 2025 | Jan 09, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 10,690 | 570 | 0.01% | 0.01% | 326 | -6,107 | -36.36% | Q4 2025 | Feb 13, 2026 |
| Granite Group Advisors, LLC | History | Added to | 10,621 | 566 | 0.32% | 0.32% | 327 | +4 | 0.04% | Q4 2025 | Jan 13, 2026 |
| Bouchey Financial Group Ltd | History | No change | 10,568 | 564 | 0.04% | 0.04% | 328 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 10,528 | 561 | 0.28% | 0.28% | 329 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| M&T BANK CORP | History | No change | 10,494 | 560 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| NAVELLIER & ASSOCIATES INC | History | Added to | 10,485 | 559 | 0.06% | 0.05% | 331 | +684 | 6.98% | Q4 2025 | Feb 03, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 10,475 | 559 | 0.06% | 0.07% | 332 | +81 | 0.78% | Q4 2025 | Jan 28, 2026 |
| Spire Wealth Management | History | Added to | 10,410 | 555 | 0.02% | 0.02% | 333 | +1,476 | 16.52% | Q4 2025 | Jan 14, 2026 |
| Sunbeam Capital Management, LLC | History | Added to | 10,319 | 550 | 0.33% | 0.32% | 334 | +9 | 0.09% | Q4 2025 | Feb 13, 2026 |
| Colonial River Investments, LLC | History | Reduced | 10,232 | 546 | 0.19% | 0.2% | 335 | -507 | -4.72% | Q4 2025 | Feb 04, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 10,232 | 546 | 0.01% | 0.01% | 336 | -507 | -4.72% | Q4 2025 | Feb 19, 2026 |
| BridgePort Financial Solutions, LLC | History | New | 10,154 | 541 | 0.15% | — | 338 | +10,154 | New | Q4 2025 | Jan 16, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 10,150 | 541 | 0.03% | 0.03% | 337 | -1,000 | -8.97% | Q4 2025 | Feb 10, 2026 |
| WESBANCO BANK INC | History | No change | 10,045 | 536 | 0.01% | 0.01% | 339 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Abel Hall, LLC | History | No change | 10,000 | 533 | 0.12% | 0.2% | 340 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BOKF, NA | History | No change | 9,915 | 529 | 0.01% | 0.01% | 341 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Carnegie Investment Counsel | History | No change | 9,816 | 523 | 0.01% | 0.01% | 342 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| IHT Wealth Management, LLC | History | Added to | 9,752 | 520 | 0.01% | 0.01% | 343 | +5,359 | 121.99% | Q4 2025 | Feb 17, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 9,736 | 519 | 0.2% | 0.19% | 345 | +186 | 1.95% | Q4 2025 | Jan 21, 2026 |
| Bogart Wealth, LLC | History | No change | 9,727 | 519 | 0.02% | 0.02% | 344 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Silverberg Bernstein Capital Management LLC | History | Added to | 9,644 | 514 | 0.3% | 0.27% | 346 | +567 | 6.25% | Q4 2025 | Jan 12, 2026 |
| SCHULHOFF & CO INC | History | Added to | 9,500 | 507 | 0.21% | 0.16% | 347 | +2,000 | 26.67% | Q4 2025 | Feb 11, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | No change | 9,419 | 502 | 0.16% | 0.15% | 348 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BITTERROOT CAPITAL ADVISORS LLC | History | New | 9,342 | 498 | 0.34% | — | 349 | +9,342 | New | Q4 2025 | Feb 17, 2026 |
| Legacy Advisors, LLC | History | No change | 9,275 | 495 | 0.05% | 0.06% | 350 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Added to | 9,182 | 490 | 0.1% | 0.09% | 351 | +237 | 2.65% | Q4 2025 | Feb 10, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 9,120 | 486 | 0.01% | 0.01% | 352 | +15 | 0.16% | Q4 2025 | Jan 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 9,068 | 484 | 0.01% | 0.01% | 353 | +289 | 3.29% | Q4 2025 | Feb 10, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 9,032 | 482 | 0.04% | 0.04% | 354 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 8,988 | 479 | 0.01% | 0.01% | 355 | -51 | -0.56% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 8,983 | 479 | 0.01% | 0.01% | 356 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 8,742 | 466 | 0.01% | 0.01% | 357 | +52 | 0.6% | Q4 2025 | Feb 03, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 8,721 | 465 | 0.01% | 0.01% | 358 | -110 | -1.25% | Q4 2025 | Jan 16, 2026 |
| Csenge Advisory Group | History | Reduced | 8,692 | 463 | 0.02% | 0.07% | 359 | -18,579 | -68.13% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Added to | 8,549 | 456 | 0.0% | 0.0% | 360 | +3,510 | 69.66% | Q4 2025 | Jan 26, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 8,500 | 453 | 0.37% | 0.35% | 361 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Foresight Global Investors, Inc. | History | New | 8,464 | 451 | 0.21% | — | 362 | +8,464 | New | Q4 2025 | Mar 19, 2026 |
| True North Advisors, LLC | History | Added to | 8,420 | 449 | 0.06% | 0.07% | 363 | +38 | 0.45% | Q4 2025 | Jan 22, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 8,300 | 445 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 8,293 | 442 | 0.01% | 0.01% | 365 | -7,903 | -48.8% | Q4 2025 | Jan 30, 2026 |
| Stablepoint Partners, LLC | History | Added to | 8,283 | 442 | 0.07% | 0.06% | 366 | +78 | 0.95% | Q4 2025 | Jan 13, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 8,207 | 438 | 0.14% | 0.03% | 367 | +6,452 | 367.64% | Q4 2025 | Feb 13, 2026 |
| Focus Financial Network, Inc. | History | Added to | 8,194 | 437 | 0.02% | 0.01% | 368 | +962 | 13.3% | Q4 2025 | Jan 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 8,130 | 436 | 0.03% | 0.03% | 369 | -284 | -3.38% | Q4 2025 | Jan 15, 2026 |
| Newman Dignan & Sheerar, Inc. | History | No change | 8,100 | 432 | 0.09% | 0.09% | 370 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| MSH Capital Advisors LLC | History | New | 8,080 | 431 | 0.09% | — | 373 | +8,080 | New | Q4 2025 | Feb 09, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 8,085 | 431 | 0.06% | 0.05% | 372 | +1,467 | 22.17% | Q4 2025 | Jan 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 13,000 | 431 | 0.01% | 0.01% | 371 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 8,000 | 426 | 0.22% | 0.21% | 374 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Quantum Financial Planning Services, Inc. | History | No change | 8,000 | 426 | 0.15% | 0.16% | 375 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Maia Wealth LLC | History | Added to | 7,667 | 422 | 0.07% | 0.07% | 376 | +152 | 2.02% | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 7,852 | 419 | 0.03% | 0.03% | 378 | +984 | 14.33% | Q4 2025 | Feb 03, 2026 |
| ORG Partners LLC | History | Reduced | 7,826 | 419 | 0.07% | 0.07% | 379 | -169 | -2.11% | Q4 2025 | Jan 14, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 7,869 | 419 | 0.01% | 0.01% | 377 | -80 | -1.01% | Q4 2025 | Feb 04, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 7,739 | 413 | 0.0% | 0.0% | 380 | +250 | 3.34% | Q4 2025 | Feb 02, 2026 |
| Advisor OS, LLC | History | No change | 7,748 | 413 | 0.03% | 0.03% | 381 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 7,735 | 412 | 0.02% | 0.02% | 382 | -60 | -0.77% | Q4 2025 | Feb 17, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 7,686 | 410 | 0.02% | 0.02% | 383 | +19 | 0.25% | Q4 2025 | Feb 13, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 7,589 | 407 | 0.01% | — | 384 | +7,589 | New | Q4 2025 | Feb 13, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | New | 7,249 | 402 | 0.11% | — | 385 | +7,249 | New | Q4 2025 | Jan 26, 2026 |
| IFP Advisors, Inc | History | Added to | 7,542 | 402 | 0.01% | 0.01% | 386 | +2,609 | 52.89% | Q4 2025 | Feb 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 7,500 | 400 | 0.0% | 0.0% | 387 | +1,000 | 15.38% | Q4 2025 | Feb 17, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 7,442 | 397 | 0.01% | 0.0% | 388 | +3,000 | 67.54% | Q4 2025 | Jan 15, 2026 |
| Lee Financial Co | History | Reduced | 7,372 | 393 | 0.05% | 0.1% | 389 | -9,307 | -55.8% | Q4 2025 | Jan 22, 2026 |
| Allegheny Financial Group | History | No change | 7,364 | 393 | 0.06% | 0.07% | 390 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Arista Wealth Management, LLC | History | No change | 7,306 | 389 | 0.05% | 0.05% | 391 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Added to | 7,276 | 388 | 0.04% | 0.01% | 392 | +5,096 | 233.76% | Q4 2025 | Jan 20, 2026 |
| Sigma Planning Corp | History | Reduced | 7,274 | 388 | 0.01% | 0.01% | 393 | -220 | -2.94% | Q4 2025 | Jan 30, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 7,269 | 387 | 0.02% | 0.02% | 394 | -606 | -7.7% | Q4 2025 | Jan 12, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 7,580 | 378 | 0.05% | 0.08% | 396 | -2,760 | -26.69% | Q4 2025 | Jan 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 7,086 | 378 | 0.01% | 0.01% | 395 | -134 | -1.86% | Q4 2025 | Feb 09, 2026 |
| Intrua Financial, LLC | History | Added to | 7,070 | 377 | 0.04% | 0.03% | 397 | +2,008 | 39.67% | Q4 2025 | Feb 05, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 7,077 | 377 | 0.03% | 0.02% | 398 | -206 | -2.83% | Q4 2025 | Feb 13, 2026 |
| Amplify Investments, LLC | History | Added to | 7,327 | 368 | 8.52% | 7.66% | 399 | +1,293 | 21.43% | Q4 2025 | Feb 02, 2026 |
| National Wealth Management Group, LLC | History | New | 6,895 | 367 | 0.13% | — | 401 | +6,895 | New | Q4 2025 | Jan 12, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 6,883 | 367 | 0.01% | 0.01% | 400 | +164 | 2.44% | Q4 2025 | Jan 09, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | New | 7,000 | 365 | 0.01% | — | 402 | +7,000 | New | Q4 2025 | Jan 26, 2026 |
| ORG Wealth Partners, LLC | History | No change | 6,850 | 365 | 0.09% | 0.07% | 403 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | New | 6,825 | 364 | 0.08% | — | 404 | +6,825 | New | Q4 2025 | Jan 21, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | No change | 6,756 | 360 | 0.31% | 0.28% | 405 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| NewEdge Wealth, LLC | History | No change | 6,737 | 359 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 6,703 | 357 | 0.05% | 0.05% | 407 | -175 | -2.54% | Q4 2025 | Feb 17, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Reduced | 6,420 | 357 | 0.18% | 0.19% | 408 | -40 | -0.62% | Q4 2025 | Jan 27, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | New | 6,613 | 352 | 0.07% | — | 410 | +6,613 | New | Q4 2025 | Feb 13, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 6,600 | 352 | 0.01% | 0.0% | 409 | +632 | 10.59% | Q4 2025 | Feb 17, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 6,554 | 349 | 0.03% | 0.02% | 411 | +2,380 | 57.02% | Q4 2025 | Feb 12, 2026 |
| Calydon Capital | History | No change | 6,518 | 347 | 0.06% | 0.05% | 412 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Keudell/Morrison Wealth Management | History | New | 6,500 | 346 | 0.07% | — | 414 | +6,500 | New | Q4 2025 | Feb 06, 2026 |
| Glenview Trust Co | History | No change | 6,500 | 346 | 0.01% | 0.01% | 413 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 6,446 | 344 | 0.01% | 0.01% | 415 | +377 | 6.21% | Q4 2025 | Feb 17, 2026 |
| Aspen Grove Capital, LLC | History | No change | 6,441 | 343 | 0.06% | 0.05% | 416 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Severin Investments, LLC | History | Reduced | 6,398 | 341 | 0.3% | 0.31% | 418 | -534 | -7.7% | Q4 2025 | Feb 09, 2026 |
| Lavaca Capital LLC | History | No change | 6,400 | 341 | 0.06% | 0.06% | 417 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Hilltop National Bank | History | No change | 6,400 | 341 | 0.08% | 0.08% | 419 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Vestcor Inc | History | Reduced | 6,285 | 335 | 0.01% | 0.02% | 421 | -6,283 | -49.99% | Q4 2025 | Feb 11, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 6,290 | 335 | 0.04% | 0.03% | 420 | +1,185 | 23.21% | Q4 2025 | Jan 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 6,278 | 335 | 0.0% | 0.01% | 422 | -1,002 | -13.76% | Q4 2025 | Feb 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 6,278 | 335 | 0.02% | 0.03% | 423 | -1,002 | -13.76% | Q4 2025 | Feb 12, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Reduced | 6,279 | 335 | 0.1% | 0.11% | 424 | -494 | -7.29% | Q4 2025 | Jan 21, 2026 |
| Annex Advisory Services, LLC | History | New | 6,260 | 334 | 0.01% | — | 425 | +6,260 | New | Q4 2025 | Jan 26, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 6,232 | 332 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bell Bank | History | No change | 6,200 | 330 | 0.01% | 0.01% | 427 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Wellington Shields Capital Management, LLC | History | No change | 6,000 | 320 | 0.05% | 0.05% | 428 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Prossimo Advisors, LLC | History | No change | 5,994 | 319 | 2.05% | 2.2% | 429 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Advisor Resource Council | History | New | 5,763 | 318 | 0.11% | — | 430 | +5,763 | New | Q4 2025 | Feb 10, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Added to | 5,948 | 317 | 0.21% | 0.21% | 431 | +20 | 0.34% | Q4 2025 | Jan 07, 2026 |
| ATWOOD & PALMER INC | History | No change | 5,844 | 311 | 0.02% | 0.02% | 432 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Van Cleef Asset Management,Inc | History | No change | 5,808 | 309 | 0.03% | 0.03% | 433 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 5,786 | 308 | 0.03% | 0.03% | 434 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 5,736 | 306 | 0.09% | 0.08% | 435 | +594 | 11.55% | Q4 2025 | Feb 11, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 5,720 | 305 | 0.01% | 0.01% | 436 | -3,600 | -38.63% | Q4 2025 | Jan 16, 2026 |
| Allie Family Office LLC | History | No change | 5,719 | 305 | 0.14% | 0.14% | 437 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Secure Asset Management, LLC | History | Added to | 5,684 | 303 | 0.05% | 0.05% | 439 | +48 | 0.85% | Q4 2025 | Jan 20, 2026 |
| Parallel Advisors, LLC | History | Added to | 5,679 | 303 | 0.01% | 0.01% | 438 | +47 | 0.83% | Q4 2025 | Feb 11, 2026 |
| Alpha Cubed Investments, LLC | History | Reduced | 5,675 | 302 | 0.01% | 0.01% | 440 | -2,018 | -26.23% | Q4 2025 | Feb 03, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 5,658 | 302 | 0.0% | 0.0% | 441 | +208 | 3.82% | Q4 2025 | Feb 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 5,644 | 301 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 5,630 | 300 | 0.0% | 0.0% | 444 | +1,061 | 23.22% | Q4 2025 | Feb 13, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 5,620 | 300 | 0.02% | 0.02% | 443 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Visionary Wealth Advisors | History | Added to | 5,620 | 299 | 0.01% | 0.01% | 445 | +30 | 0.54% | Q4 2025 | Feb 13, 2026 |
| Beverly Hills Private Wealth, LLC | History | New | 5,579 | 297 | 0.05% | — | 446 | +5,579 | New | Q4 2025 | Feb 17, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 5,560 | 296 | 0.09% | — | 447 | +5,560 | New | Q4 2025 | Feb 05, 2026 |
| StoneX Group Inc. | History | Added to | 5,531 | 295 | 0.01% | 0.01% | 448 | +1,265 | 29.65% | Q4 2025 | Feb 12, 2026 |
| Madison Park Capital Advisors, LLC | History | No change | 5,500 | 293 | 0.24% | 0.22% | 449 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Soltis Investment Advisors LLC | History | New | 5,468 | 291 | 0.02% | — | 450 | +5,468 | New | Q4 2025 | Apr 02, 2026 |
| OAK FAMILY ADVISORS, LLC | History | Added to | 5,437 | 290 | 0.08% | 0.07% | 451 | +7 | 0.13% | Q4 2025 | Feb 03, 2026 |
| Quadrant Private Wealth Management, LLC | History | No change | 5,400 | 288 | 0.05% | 0.05% | 452 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 5,390 | 287 | 0.06% | 0.07% | 453 | -156 | -2.81% | Q4 2025 | Feb 11, 2026 |
| MBE Wealth Management, LLC | History | Added to | 5,388 | 287 | 0.12% | 0.12% | 454 | +40 | 0.75% | Q4 2025 | Jan 21, 2026 |
| Rockbridge Capital Management LLC | History | No change | 5,381 | 287 | 0.17% | 0.16% | 455 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BSW Wealth Partners | History | No change | 5,376 | 286 | 0.03% | 0.03% | 456 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Added to | 5,330 | 284 | 0.03% | 0.03% | 458 | +34 | 0.64% | Q4 2025 | Feb 09, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 5,327 | 284 | 0.02% | 0.02% | 457 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| MADDEN SECURITIES Corp | History | Reduced | 5,308 | 283 | 0.09% | 0.09% | 459 | -327 | -5.8% | Q4 2025 | Feb 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 5,263 | 280 | 0.0% | 0.0% | 460 | +327 | 6.62% | Q4 2025 | Feb 11, 2026 |
| Claro Advisors Inc. | History | No change | 5,253 | 280 | 0.04% | 0.04% | 461 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SITTNER & NELSON, LLC | History | No change | 5,000 | 280 | 0.1% | 0.09% | 462 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 5,229 | 279 | 0.02% | — | 464 | +5,229 | New | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 5,240 | 279 | 0.0% | 0.0% | 463 | +925 | 21.44% | Q4 2025 | Feb 13, 2026 |
| Royal Harbor Partners, LLC | History | No change | 5,195 | 277 | 0.09% | 0.09% | 465 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Magnus Financial Group LLC | History | Added to | 5,145 | 274 | 0.02% | 0.02% | 466 | +97 | 1.92% | Q4 2025 | Jan 07, 2026 |
| Somerset Trust Co | History | No change | 5,120 | 273 | 0.08% | 0.08% | 467 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 5,109 | 272 | 0.01% | 0.01% | 468 | +1,000 | 24.34% | Q4 2025 | Feb 04, 2026 |
| Wick Capital Partners, LLC | History | New | 5,032 | 268 | 0.05% | — | 469 | +5,032 | New | Q4 2025 | Mar 02, 2026 |
| Ulland Investment Advisors, LLC | History | Added to | 5,000 | 267 | 0.21% | 0.11% | 471 | +2,000 | 66.67% | Q4 2025 | Jan 08, 2026 |
| Ascent Wealth Partners, LLC | History | No change | 5,015 | 267 | 0.03% | 0.03% | 470 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Shay Capital LLC | History | New | 5,000 | 266 | 0.03% | — | 475 | +5,000 | New | Q4 2025 | Feb 17, 2026 |
| Stonebridge Financial Group, LLC / MO | History | New | 5,000 | 266 | 0.23% | — | 478 | +5,000 | New | Q4 2025 | Feb 04, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 5,000 | 266 | 0.01% | 0.0% | 474 | +500 | 11.11% | Q4 2025 | Feb 05, 2026 |
| ROCKLAND TRUST CO | History | No change | 5,000 | 266 | 0.01% | 0.01% | 472 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| INTREPID CAPITAL MANAGEMENT INC | History | No change | 5,000 | 266 | 0.1% | 0.1% | 473 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| De Lisle Partners LLP | History | No change | 5,000 | 266 | 0.03% | 0.03% | 476 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ENTREWEALTH, LLC | History | No change | 4,756 | 266 | 0.12% | 0.12% | 477 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Naviter Wealth, LLC | History | New | 4,950 | 264 | 0.03% | — | 479 | +4,950 | New | Q4 2025 | Jan 21, 2026 |
| Wealth Advisors of Tampa Bay, LLC | History | No change | 4,900 | 261 | 0.09% | 0.08% | 480 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Legacy Wealth Advisors, LLC | History | New | 4,855 | 259 | 0.17% | — | 481 | +4,855 | New | Q4 2025 | Feb 17, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 4,800 | 256 | 0.02% | 0.02% | 482 | -21 | -0.44% | Q4 2025 | Jan 29, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 4,796 | 255 | 0.02% | 0.02% | 483 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| ROWLANDMILLER & PARTNERS.ADV | History | Added to | 4,741 | 253 | 0.05% | 0.04% | 484 | +247 | 5.5% | Q4 2025 | Feb 12, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 4,742 | 253 | 0.01% | 0.01% | 485 | +21 | 0.44% | Q4 2025 | Feb 04, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | No change | 4,728 | 252 | 0.18% | 0.18% | 486 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 4,704 | 251 | 0.1% | 0.1% | 487 | +94 | 2.04% | Q4 2025 | Jan 15, 2026 |
| Stillwater Wealth Management Group | History | Reduced | 4,700 | 250 | 0.17% | 0.17% | 488 | -200 | -4.08% | Q4 2025 | Jan 27, 2026 |
| Austin Wealth Management, LLC | History | No change | 4,756 | 249 | 0.04% | 0.04% | 489 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 4,647 | 248 | 0.04% | 0.04% | 490 | +500 | 12.06% | Q4 2025 | Jan 23, 2026 |
| AE Wealth Management LLC | History | Added to | 4,605 | 245 | 0.0% | 0.0% | 491 | +170 | 3.83% | Q4 2025 | Jan 26, 2026 |
| IEQ CAPITAL, LLC | History | No change | 4,583 | 244 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Zhang Financial LLC | History | No change | 4,543 | 242 | 0.01% | 0.01% | 493 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | New | 4,520 | 241 | 0.22% | — | 494 | +4,520 | New | Q4 2025 | Jan 23, 2026 |
| NTV ASSET MANAGEMENT LLC | History | New | 4,469 | 238 | 0.03% | — | 495 | +4,469 | New | Q4 2025 | Jan 20, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 4,450 | 237 | 0.0% | — | 496 | +4,450 | New | Q4 2025 | Jan 05, 2026 |
| SANDERS MORRIS HARRIS LLC | History | Reduced | 4,380 | 236 | 0.36% | 0.05% | 497 | -3,160 | -41.91% | Q4 2025 | Jan 08, 2026 |
| SIMON QUICK ADVISORS, LLC | History | New | 4,400 | 234 | 0.01% | — | 498 | +4,400 | New | Q4 2025 | Jan 29, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 4,340 | 231 | 0.01% | 0.01% | 499 | +28 | 0.65% | Q4 2025 | Jan 15, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | No change | 4,300 | 229 | 0.03% | 0.03% | 500 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Fermata Advisors, LLC | History | New | 4,144 | 221 | 0.05% | — | 501 | +4,144 | New | Q4 2025 | Jan 08, 2026 |
| Arax Advisory Partners | History | Added to | 4,129 | 220 | 0.01% | 0.0% | 502 | +902 | 27.95% | Q4 2025 | Feb 13, 2026 |
| MONECO ADVISORS, LLC | History | New | 4,113 | 219 | 0.02% | — | 504 | +4,113 | New | Q4 2025 | Feb 04, 2026 |
| Archford Capital Strategies, LLC | History | No change | 4,107 | 219 | 0.03% | 0.02% | 503 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| GWN SECURITIES INC. | History | New | 4,092 | 218 | 0.04% | — | 505 | +4,092 | New | Q4 2025 | Feb 11, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 4,058 | 216 | 0.13% | — | 508 | +4,058 | New | Q4 2025 | Feb 11, 2026 |
| Second Line Capital, LLC | History | New | 4,052 | 216 | 0.04% | — | 507 | +4,052 | New | Q4 2025 | Feb 17, 2026 |
| HFG Advisors, Inc. | History | No change | 4,050 | 216 | 0.16% | 0.15% | 506 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WELCH & FORBES LLC | History | No change | 4,029 | 215 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Clearstead Advisors, LLC | History | No change | 4,038 | 215 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Shepherd Financial Partners LLC | History | New | 3,968 | 211 | 0.02% | — | 511 | +3,968 | New | Q4 2025 | Feb 10, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Reduced | 3,957 | 211 | 0.11% | 0.11% | 513 | -100 | -2.46% | Q4 2025 | Feb 05, 2026 |
| Sound Income Strategies, LLC | History | Added to | 3,746 | 211 | 0.01% | 0.01% | 512 | +8 | 0.21% | Q4 2025 | Jan 21, 2026 |
| STABLEFORD CAPITAL II LLC | History | New | 3,920 | 209 | 0.08% | — | 514 | +3,920 | New | Q4 2025 | Jan 13, 2026 |
| Teamwork Financial Advisors, LLC | History | New | 3,910 | 208 | 0.02% | — | 516 | +3,910 | New | Q4 2025 | Jan 09, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | New | 3,900 | 208 | 0.0% | — | 515 | +3,900 | New | Q4 2025 | Feb 12, 2026 |
| Willis Johnson & Associates, Inc. | History | New | 3,861 | 206 | 0.01% | — | 519 | +3,861 | New | Q4 2025 | Jan 22, 2026 |
| CHOREO, LLC | History | New | 3,841 | 206 | 0.0% | — | 517 | +3,841 | New | Q4 2025 | Jan 23, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Reduced | 3,865 | 206 | 0.04% | 0.04% | 518 | -377 | -8.89% | Q4 2025 | Feb 17, 2026 |
| Gryphon Financial Partners LLC | History | New | 3,828 | 204 | 0.02% | — | 521 | +3,828 | New | Q4 2025 | Jan 08, 2026 |
| SYM FINANCIAL Corp | History | New | 3,825 | 204 | 0.02% | — | 520 | +3,825 | New | Q4 2025 | Feb 13, 2026 |
| Washington Trust Advisors, Inc. | History | New | 3,825 | 204 | 0.02% | — | 522 | +3,825 | New | Q4 2025 | Feb 03, 2026 |
| J HAGAN CAPITAL, INC. | History | New | 3,823 | 204 | 0.11% | — | 523 | +3,823 | New | Q4 2025 | Feb 17, 2026 |
| Balboa Wealth Partners | History | New | 3,821 | 203 | 0.03% | — | 524 | +3,821 | New | Q4 2025 | Jan 16, 2026 |
| Douglass Winthrop Advisors, LLC | History | New | 3,800 | 202 | 0.0% | — | 526 | +3,800 | New | Q4 2025 | Feb 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 3,800 | 202 | 0.0% | 0.0% | 525 | -165 | -4.16% | Q4 2025 | Feb 09, 2026 |
| First Trust Capital Management L.P. | History | New | 3,754 | 200 | 0.01% | — | 527 | +3,754 | New | Q4 2025 | Feb 13, 2026 |
| ADIRONDACK TRUST CO | History | No change | 3,700 | 197 | 0.06% | 0.06% | 528 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Colonial Trust Co / SC | History | No change | 3,492 | 186 | 0.02% | 0.02% | 529 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ancora Advisors LLC | History | Added to | 3,327 | 177 | 0.0% | 0.0% | 530 | +50 | 1.53% | Q4 2025 | Feb 17, 2026 |
| Arlington Trust Co LLC | History | Reduced | 3,300 | 176 | 0.02% | 0.03% | 531 | -100 | -2.94% | Q4 2025 | Jan 30, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 3,191 | 170 | 0.03% | 0.03% | 532 | -249 | -7.24% | Q4 2025 | Jan 20, 2026 |
| Nemes Rush Group LLC | History | No change | 3,133 | 167 | 0.02% | 0.02% | 533 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Virtus Investment Advisers, LLC | History | Reduced | 3,025 | 161 | 0.04% | 0.05% | 534 | -425 | -12.32% | Q4 2025 | Feb 17, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 2,885 | 154 | 0.02% | 0.02% | 535 | +57 | 2.02% | Q4 2025 | Jan 21, 2026 |
| Cedar Wealth Management, LLC | History | No change | 2,843 | 151 | 0.05% | 0.04% | 536 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Smithfield Trust Co | History | No change | 2,725 | 145 | 0.01% | 0.01% | 537 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 2,603 | 138 | 0.04% | — | 538 | +2,603 | New | Q4 2025 | Feb 13, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 2,465 | 131 | 0.04% | 0.04% | 539 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Crewe Advisors LLC | History | Added to | 2,211 | 118 | 0.01% | 0.01% | 541 | +44 | 2.03% | Q4 2025 | Jan 16, 2026 |
| PROFFITT & GOODSON INC | History | Added to | 2,218 | 118 | 0.02% | 0.02% | 540 | +13 | 0.59% | Q4 2025 | Jan 27, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | New | 2,133 | 113 | 0.02% | — | 542 | +2,133 | New | Q4 2025 | Feb 10, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 2,050 | 109 | 0.01% | — | 543 | +2,050 | New | Q4 2025 | Jan 21, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,000 | 106 | 0.01% | 0.01% | 544 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Anfield Capital Management, LLC | History | No change | 1,801 | 96 | 0.03% | 0.03% | 545 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 1,800 | 96 | 0.03% | 0.04% | 546 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 1,632 | 87 | 0.05% | — | 547 | +1,632 | New | Q4 2025 | Feb 18, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,624 | 86 | 0.0% | 0.0% | 548 | +1 | 0.06% | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | Added to | 1,560 | 83 | 0.0% | 0.0% | 550 | +1,435 | 1148.0% | Q4 2025 | Jan 16, 2026 |
| HM PAYSON & CO | History | No change | 1,563 | 83 | 0.0% | 0.0% | 549 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,499 | 80 | 0.0% | 0.0% | 551 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Citizens National Bank Trust Department | History | No change | 1,465 | 78 | 0.01% | 0.01% | 552 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Heritage Wealth Advisors | History | Added to | 1,452 | 77 | 0.0% | 0.0% | 554 | +244 | 20.2% | Q4 2025 | Feb 13, 2026 |
| CENTRAL TRUST Co | History | No change | 1,457 | 77 | 0.0% | 0.0% | 553 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Avalon Trust Co | History | No change | 1,387 | 74 | 0.0% | 0.0% | 555 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| McIlrath & Eck, LLC | History | No change | 1,377 | 73 | 0.01% | 0.01% | 556 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| FIRST HORIZON CORP | History | No change | 1,315 | 70 | 0.0% | 0.0% | 557 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,260 | 67 | 0.0% | 0.0% | 558 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Aventura Private Wealth, LLC | History | No change | 1,243 | 66 | 0.02% | 0.02% | 559 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Trust Co | History | No change | 1,235 | 65 | 0.01% | 0.01% | 560 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,135 | 60 | 0.0% | 0.0% | 561 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Activest Wealth Management | History | New | 1,045 | 55 | 0.01% | — | 563 | +1,045 | New | Q4 2025 | Jan 30, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | New | 1,040 | 55 | 0.02% | — | 562 | +1,040 | New | Q4 2025 | Feb 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,000 | 53 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| WFA of San Diego, LLC | History | No change | 1,000 | 53 | 0.04% | 0.03% | 565 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 1,000 | 53 | 0.03% | 0.03% | 566 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Fortitude Family Office, LLC | History | No change | 1,009 | 53 | 0.01% | 0.01% | 567 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Signature Equity Partners, LLC | History | New | 981 | 52 | 0.03% | — | 568 | +981 | New | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | New | 948 | 50 | 0.0% | — | 569 | +948 | New | Q4 2025 | Feb 17, 2026 |
| GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | History | New | 910 | 49 | 0.09% | — | 570 | +910 | New | Q4 2025 | Jan 21, 2026 |
| Quent Capital, LLC | History | No change | 847 | 45 | 0.0% | 0.0% | 571 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PROSPERITY BANCSHARES INC | History | New | 812 | 43 | 0.04% | — | 572 | +812 | New | Q4 2025 | Feb 17, 2026 |
| Wiser Advisor Group LLC | History | Added to | 771 | 41 | 0.05% | 0.05% | 574 | +16 | 2.12% | Q4 2025 | Feb 09, 2026 |
| Root Financial Partners, LLC | History | No change | 778 | 41 | 0.0% | 0.0% | 573 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 750 | 40 | 0.0% | 0.0% | 575 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 695 | 37 | 0.01% | 0.01% | 577 | +9 | 1.31% | Q4 2025 | Feb 06, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 696 | 37 | 0.01% | 0.01% | 576 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 650 | 34 | 0.0% | 0.0% | 578 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Caldwell Trust Co | History | No change | 635 | 33 | 0.0% | 0.0% | 579 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| EQ WEALTH ADVISORS, LLC | History | New | 594 | 31 | 0.02% | — | 580 | +594 | New | Q4 2025 | Feb 02, 2026 |
| Merited Wealth, LLC | History | New | 545 | 29 | 0.03% | — | 581 | +545 | New | Q4 2025 | Mar 26, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 528 | 28 | 0.0% | 0.0% | 582 | -85 | -13.87% | Q4 2025 | Feb 06, 2026 |
| TRUST CO OF VERMONT | History | No change | 500 | 26 | 0.0% | 0.0% | 583 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Solstein Capital, LLC | History | No change | 500 | 26 | 0.01% | 0.01% | 584 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 500 | 26 | 0.0% | 0.0% | 585 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Ramirez Asset Management, Inc. | History | No change | 450 | 24 | 0.0% | 0.0% | 586 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Wellington Shields & Co., LLC | History | No change | 400 | 21 | 0.01% | 0.0% | 587 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Pacifica Partners Inc. | History | No change | 400 | 21 | 0.01% | 0.01% | 588 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Concord Wealth Partners | History | No change | 389 | 20 | 0.0% | 0.0% | 589 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Ares Financial Consulting, LLC | History | New | 341 | 18 | 0.02% | — | 591 | +341 | New | Q4 2025 | Jan 30, 2026 |
| Archer Investment Corp | History | Added to | 348 | 18 | 0.0% | 0.0% | 590 | +7 | 2.05% | Q4 2025 | Jan 30, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 326 | 17 | 0.01% | 0.01% | 592 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Reduced | 308 | 16 | 0.0% | 0.0% | 593 | -33 | -9.68% | Q4 2025 | Jan 23, 2026 |
| Key FInancial Inc | History | No change | 300 | 16 | 0.0% | 0.0% | 594 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 317 | 16 | 0.01% | 0.01% | 595 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 284 | 15 | 0.0% | 0.0% | 596 | +4 | 1.43% | Q4 2025 | Feb 20, 2026 |
| CURIO WEALTH, LLC | History | New | 263 | 14 | 0.0% | — | 597 | +263 | New | Q4 2025 | Feb 11, 2026 |
| Darwin Wealth Management, LLC | History | No change | 240 | 12 | 0.0% | 0.0% | 598 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 209 | 11 | 0.01% | 0.01% | 599 | +1 | 0.48% | Q4 2025 | Feb 13, 2026 |
| Cape Investment Advisory, Inc. | History | New | 200 | 10 | 0.0% | — | 603 | +200 | New | Q4 2025 | Feb 17, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 194 | 10 | 0.0% | 0.0% | 600 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| COUNTRY TRUST BANK | History | No change | 200 | 10 | 0.0% | 0.0% | 601 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 200 | 10 | 0.0% | 0.0% | 602 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Strengthening Families & Communities, LLC | History | New | 126 | 6 | 0.0% | — | 605 | +126 | New | Q4 2025 | Feb 03, 2026 |
| VISION FINANCIAL MARKETS LLC | History | Added to | 130 | 6 | 0.01% | 0.01% | 604 | +2 | 1.56% | Q4 2025 | Jan 22, 2026 |
| Nova Wealth Management, Inc. | History | No change | 113 | 6 | 0.0% | 0.0% | 606 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| DV Trading LLC | History | New | 100 | 5 | 0.0% | — | 609 | +100 | New | Q4 2025 | Feb 17, 2026 |
| Grove Bank & Trust | History | No change | 100 | 5 | 0.0% | 0.0% | 607 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 608 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Costello Asset Management, INC | History | No change | 104 | 5 | 0.0% | 0.0% | 610 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 100 | 5 | 0.0% | 0.0% | 611 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 91 | 4 | 0.0% | 0.01% | 612 | -3,847 | -97.69% | Q4 2025 | Feb 17, 2026 |
| Wealth Preservation Advisors, LLC | History | Added to | 80 | 4 | 0.0% | 0.0% | 615 | +40 | 100.0% | Q4 2025 | Feb 23, 2026 |
| Kozak & Associates, Inc. | History | No change | 94 | 4 | 0.0% | 0.0% | 613 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Center for Financial Planning, Inc. | History | No change | 85 | 4 | 0.0% | 0.0% | 614 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Penserra Capital Management LLC | History | Reduced | 63 | 3 | 0.0% | 0.0% | 616 | -24 | -27.59% | Q4 2025 | Feb 12, 2026 |
| Rialto Wealth Management, LLC | History | New | 55 | 2 | 0.0% | — | 617 | +55 | New | Q4 2025 | Jan 12, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 26 | 1 | 0.0% | 0.0% | 618 | +1 | 4.0% | Q4 2025 | Feb 05, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 619 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Investors Research Corp | History | No change | 20 | 1 | 0.0% | — | 620 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Distillate Capital Partners LLC | History | Closed out | 0 | 0 | — | 0.92% | — | -353,730 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Granby Capital Management, LLC | History | Closed out | 0 | 0 | — | 3.71% | — | -140,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -18,899 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CENTAURUS FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -14,023 | -100.0% | Q3 2025 | Nov 20, 2025 |
| Penn Mutual Asset Management | History | Closed out | 0 | 0 | — | 1.35% | — | -13,970 | -100.0% | Q3 2025 | Dec 03, 2025 |
| FORA Capital, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -12,521 | -100.0% | Q3 2025 | Nov 13, 2025 |
| AIRE ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -9,825 | -100.0% | Q3 2025 | Nov 10, 2025 |
| REGIONS FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -9,000 | -100.0% | Q3 2025 | Nov 19, 2025 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,838 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Hilton Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,085 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SCP Investment, LP | History | Closed out | 0 | 0 | — | 0.27% | — | -6,800 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Cannon Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.22% | — | -6,554 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,487 | -100.0% | Q3 2025 | Nov 10, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,110 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,578 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Integrity Financial Corp /WA | History | Closed out | 0 | 0 | — | 0.13% | — | -5,447 | -100.0% | Q3 2025 | Nov 06, 2025 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,772 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Williamson Legacy Group, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -4,371 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,268 | -100.0% | Q3 2025 | Oct 28, 2025 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,098 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,946 | -100.0% | Q3 2025 | Nov 06, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,179 | -100.0% | Q3 2025 | Nov 12, 2025 |
| JFS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,620 | -100.0% | Q3 2025 | Nov 10, 2025 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,421 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Nov 05, 2025 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -700 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | 0.01% | — | -621 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Operose Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -585 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -135 | -100.0% | Q3 2025 | Nov 03, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Mar 05, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Abound Wealth Management | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |