Nuveen AMT-Free Quality Municipal Income Fund - NEA
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CAPITAL & PLANNING, LLC | History | Reduced | 28,000 | 325,640 | 1.51% | 0.89% | 1 | -98,245 | -77.82% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Reduced | 9,700,112 | 112,812 | 0.01% | 0.01% | 2 | -472,974 | -4.65% | Q4 2025 | Feb 13, 2026 |
| Bramshill Investments, LLC | History | Reduced | 2,801,020 | 32,575 | 1.84% | 2.32% | 3 | -180,148 | -6.04% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,729,208 | 31,740 | 0.01% | 0.01% | 4 | +105,807 | 4.03% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,595,527 | 30,185 | 0.01% | 0.01% | 5 | +384,839 | 17.41% | Q4 2025 | Feb 18, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 2,469,932 | 28,725 | 0.21% | 0.13% | 6 | +845,210 | 52.02% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 1,795,582 | 20,882 | 0.0% | 0.0% | 7 | +20,694 | 1.17% | Q4 2025 | Jan 29, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 1,773,541 | 20,626 | 0.71% | 0.61% | 8 | +289,543 | 19.51% | Q4 2025 | Jan 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,623,416 | 18,880 | 0.0% | 0.0% | 9 | -3,620 | -0.22% | Q4 2025 | Feb 17, 2026 |
| McGowan Group Asset Management, Inc. | History | Added to | 1,410,373 | 16,402 | 2.03% | 1.91% | 10 | +61,109 | 4.53% | Q4 2025 | Jan 29, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 1,386,762 | 16,128 | 0.01% | 0.01% | 11 | +98,626 | 7.66% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,277,025 | 14,852 | 0.0% | — | 12 | +1,277,025 | New | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 1,169,820 | 13,605 | 0.0% | 0.0% | 13 | +49,844 | 4.45% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,067,586 | 12,416 | 0.01% | 0.02% | 14 | -393,514 | -26.93% | Q4 2025 | Feb 06, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,022,793 | 11,895 | 0.01% | 0.01% | 15 | +13,456 | 1.33% | Q4 2025 | Feb 13, 2026 |
| Congress Park Capital LLC | History | Reduced | 945,000 | 10,990 | 3.28% | 4.06% | 16 | -202,500 | -17.65% | Q4 2025 | Jan 14, 2026 |
| Melone Private Wealth, LLC | History | Added to | 651,892 | 7,581 | 3.22% | 2.22% | 17 | +220,961 | 51.28% | Q4 2025 | Jan 07, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | Reduced | 648,817 | 7,545 | 3.46% | 3.68% | 18 | -413 | -0.06% | Q4 2025 | Feb 04, 2026 |
| Eagle Bluffs Wealth Management LLC | History | Added to | 644,467 | 7,495 | 3.04% | 2.45% | 19 | +149,531 | 30.21% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 629,027 | 7,315 | 0.01% | 0.01% | 20 | -191,708 | -23.36% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Added to | 523,166 | 6,084 | 0.01% | 0.01% | 21 | +134,487 | 34.6% | Q4 2025 | Feb 17, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Reduced | 505,195 | 5,875 | 7.2% | 0.13% | 22 | -48,076 | -8.69% | Q4 2025 | Feb 25, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 468,138 | 5,444 | 0.01% | 0.0% | 23 | +208,800 | 80.51% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 464,244 | 5,399 | 0.0% | 0.0% | 24 | +27,044 | 6.19% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 431,314 | 5,016 | 0.01% | 0.02% | 25 | -640,593 | -59.76% | Q4 2025 | Mar 16, 2026 |
| Palogic Value Management, L.P. | History | Added to | 368,787 | 4,288 | 1.79% | 1.61% | 26 | +16,241 | 4.61% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Reduced | 363,428 | 4,226 | 0.03% | 0.04% | 27 | -30,471 | -7.74% | Q4 2025 | Jan 26, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 339,499 | 3,948 | 0.06% | 0.07% | 28 | -36,050 | -9.6% | Q4 2025 | Jan 13, 2026 |
| COHEN & STEERS, INC. | History | No change | 319,711 | 3,718 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 312,781 | 3,637 | 0.06% | 0.08% | 30 | -107,696 | -25.61% | Q4 2025 | Feb 12, 2026 |
| CURA WEALTH ADVISORS, LLC | History | Reduced | 307,000 | 3,570 | 1.35% | 1.34% | 31 | -1,000 | -0.32% | Q4 2025 | Jan 23, 2026 |
| StoneX Group Inc. | History | Added to | 301,992 | 3,512 | 0.15% | 0.15% | 32 | +1,684 | 0.56% | Q4 2025 | Feb 12, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Reduced | 295,249 | 3,433 | 0.05% | 0.04% | 33 | -2,015 | -0.68% | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 277,149 | 3,223 | 0.0% | 0.0% | 34 | +10,455 | 3.92% | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 275,861 | 3,208 | 0.01% | 0.01% | 35 | +99,367 | 56.3% | Q4 2025 | Feb 13, 2026 |
| Cresta Advisors, Ltd. | History | Added to | 269,647 | 3,135 | 1.31% | 1.3% | 36 | +13,000 | 5.07% | Q4 2025 | Feb 03, 2026 |
| &PARTNERS | History | Added to | 262,671 | 3,054 | 0.02% | 0.01% | 37 | +139,238 | 112.8% | Q4 2025 | Feb 17, 2026 |
| EVOKE WEALTH, LLC | History | No change | 255,089 | 2,966 | 0.06% | 0.06% | 38 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| KIM, LLC | History | No change | 243,700 | 2,834 | 0.23% | 0.24% | 39 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 243,608 | 2,833 | 0.86% | 2.12% | 40 | -364,709 | -59.95% | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 236,392 | 2,749 | 0.01% | 0.01% | 41 | +1,336 | 0.57% | Q4 2025 | Feb 05, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | New | 233,254 | 2,712 | 1.11% | — | 42 | +233,254 | New | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 232,696 | 2,706 | 0.01% | 0.01% | 43 | +19,888 | 9.35% | Q4 2025 | Feb 18, 2026 |
| Leo Wealth, LLC | History | Added to | 231,524 | 2,692 | 0.2% | 0.24% | 44 | +70,403 | 43.7% | Q4 2025 | Jan 21, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 227,576 | 2,647 | 0.01% | 0.01% | 45 | -44,114 | -16.24% | Q4 2025 | Feb 11, 2026 |
| Invesco Ltd. | History | Added to | 226,235 | 2,631 | 0.0% | 0.0% | 46 | +6,958 | 3.17% | Q4 2025 | Feb 19, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 225,727 | 2,625 | 0.0% | 0.0% | 47 | +192,073 | 570.73% | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 220,047 | 2,559 | 0.0% | 0.0% | 48 | -51,027 | -18.82% | Q4 2025 | Feb 02, 2026 |
| Lido Advisors, LLC | History | No change | 223,350 | 2,559 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 204,646 | 2,380 | 0.0% | 0.0% | 50 | -32,212 | -13.6% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Reduced | 200,000 | 2,326 | 0.0% | 0.0% | 51 | -1,470,399 | -88.03% | Q4 2025 | Feb 12, 2026 |
| Intellectus Partners, LLC | History | Added to | 197,482 | 2,296 | 0.44% | 0.37% | 52 | +28,973 | 17.19% | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | New | 184,202 | 2,142 | 0.0% | — | 53 | +184,202 | New | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, LLC | History | Reduced | 172,888 | 2,010 | 0.02% | 0.02% | 54 | -18,629 | -9.73% | Q4 2025 | Feb 17, 2026 |
| Gridiron Partners, LLC | History | Reduced | 169,878 | 1,975 | 1.13% | 1.1% | 55 | -1,084,569 | -86.46% | Q4 2025 | Jan 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 165,191 | 1,929 | 0.0% | 0.0% | 56 | +8,860 | 5.67% | Q4 2025 | Jan 08, 2026 |
| Wakefield Asset Management LLLP | History | Added to | 164,842 | 1,917 | 0.52% | 0.51% | 57 | +1,078 | 0.66% | Q4 2025 | Feb 05, 2026 |
| Tyche Wealth Partners LLC | History | Reduced | 161,945 | 1,883 | 0.3% | 0.33% | 58 | -760 | -0.47% | Q4 2025 | Jan 23, 2026 |
| Savant Capital, LLC | History | Added to | 157,072 | 1,826 | 0.01% | 0.01% | 59 | +775 | 0.5% | Q4 2025 | Feb 10, 2026 |
| IBEX WEALTH ADVISORS | History | Added to | 156,100 | 1,815 | 0.18% | 0.17% | 60 | +1,540 | 1.0% | Q4 2025 | Feb 17, 2026 |
| Spire Wealth Management | History | Added to | 147,734 | 1,718 | 0.06% | 0.05% | 61 | +9,491 | 6.87% | Q4 2025 | Jan 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 145,516 | 1,692 | 0.04% | 0.05% | 62 | -1,520 | -1.03% | Q4 2025 | Jan 23, 2026 |
| Kercheville Advisors, LLC | History | Added to | 141,416 | 1,639 | 0.43% | 0.47% | 63 | +5,126 | 3.76% | Q4 2025 | Jan 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 139,848 | 1,626 | 0.01% | 0.01% | 64 | +2,775 | 2.02% | Q4 2025 | Feb 12, 2026 |
| IFC Advisors LLC | History | Reduced | 138,745 | 1,613 | 0.24% | 0.32% | 65 | -13,589 | -8.92% | Q4 2025 | Feb 12, 2026 |
| Breakwater Capital Group | History | Added to | 137,041 | 1,593 | 0.22% | 0.2% | 66 | +17,692 | 14.82% | Q4 2025 | Jan 09, 2026 |
| Corient Private Wealth LLC | History | Added to | 172,304 | 1,550 | 0.0% | 0.0% | 67 | +36,171 | 26.57% | Q4 2025 | Mar 09, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 122,790 | 1,428 | 0.08% | 0.08% | 68 | +109 | 0.09% | Q4 2025 | Jan 14, 2026 |
| NewEdge Wealth, LLC | History | Added to | 122,400 | 1,423 | 0.02% | 0.02% | 69 | +21,100 | 20.83% | Q4 2025 | Feb 03, 2026 |
| Abel Hall, LLC | History | No change | 120,000 | 1,395 | 0.33% | 0.55% | 70 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Reduced | 119,654 | 1,391 | 0.82% | 0.85% | 71 | -9,002 | -7.0% | Q4 2025 | Jan 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 115,520 | 1,343 | 0.0% | 0.0% | 72 | +3,170 | 2.82% | Q4 2025 | Feb 06, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 114,156 | 1,327 | 0.02% | 0.03% | 73 | -11,010 | -8.8% | Q4 2025 | Feb 17, 2026 |
| WESBANCO BANK INC | History | Added to | 113,280 | 1,317 | 0.04% | 0.04% | 74 | +300 | 0.27% | Q4 2025 | Feb 03, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 105,236 | 1,223 | 0.01% | 0.01% | 75 | +14,790 | 16.35% | Q4 2025 | Jan 20, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 104,759 | 1,218 | 0.27% | 0.2% | 76 | +33,172 | 46.34% | Q4 2025 | Jan 09, 2026 |
| Venture Visionary Partners LLC | History | Added to | 104,176 | 1,211 | 0.04% | 0.01% | 77 | +74,300 | 248.69% | Q4 2025 | Feb 13, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 99,650 | 1,158 | 0.04% | 0.04% | 78 | -12,542 | -11.18% | Q4 2025 | Jan 06, 2026 |
| Concorde Asset Management, LLC | History | Added to | 98,370 | 1,144 | 0.46% | 0.44% | 79 | +6,396 | 6.95% | Q4 2025 | Feb 13, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Reduced | 96,000 | 1,116 | 0.18% | 0.22% | 80 | -10,882 | -10.18% | Q4 2025 | Jan 26, 2026 |
| Indiana Trust & Investment Management Co | History | Reduced | 95,500 | 1,110 | 0.33% | 0.45% | 81 | -33,500 | -25.97% | Q4 2025 | Jan 21, 2026 |
| Creative Planning | History | Added to | 94,970 | 1,104 | 0.0% | 0.0% | 82 | +2,250 | 2.43% | Q4 2025 | Feb 17, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 94,516 | 1,099 | 0.01% | 0.01% | 83 | -2,990 | -3.07% | Q4 2025 | Jan 12, 2026 |
| Prospera Financial Services Inc | History | Reduced | 93,665 | 1,089 | 0.02% | 0.02% | 84 | -889 | -0.94% | Q4 2025 | Feb 09, 2026 |
| Broyhill Asset Management, LLC | History | Reduced | 92,263 | 1,073 | 0.95% | 0.94% | 85 | -1,486 | -1.59% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 88,148 | 1,025 | 0.0% | 0.0% | 86 | +1,194 | 1.37% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 83,258 | 968 | 0.01% | 0.0% | 87 | +68,503 | 464.27% | Q4 2025 | Feb 13, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 82,898 | 964 | 0.11% | 0.03% | 88 | +59,069 | 247.89% | Q4 2025 | Feb 06, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | Reduced | 82,026 | 953 | 0.63% | 0.75% | 89 | -13,293 | -13.95% | Q4 2025 | Feb 09, 2026 |
| Mariner, LLC | History | Reduced | 77,471 | 900 | 0.0% | 0.0% | 90 | -7,515 | -8.84% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 77,319 | 899 | 0.0% | 0.0% | 91 | +2,157 | 2.87% | Q4 2025 | Feb 10, 2026 |
| North Ground Capital | History | Added to | 76,342 | 887 | 0.44% | 0.48% | 92 | +7,942 | 11.61% | Q4 2025 | Feb 12, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 75,789 | 881 | 0.01% | 0.01% | 93 | -7,157 | -8.63% | Q4 2025 | Feb 02, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 75,334 | 876 | 0.0% | 0.0% | 94 | +217 | 0.29% | Q4 2025 | Feb 18, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 74,893 | 871 | 0.56% | 0.56% | 95 | -302 | -0.4% | Q4 2025 | Feb 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 73,413 | 853 | 0.02% | 0.02% | 96 | -3,601 | -4.68% | Q4 2025 | Feb 09, 2026 |
| FLC Capital Advisors | History | No change | 70,446 | 819 | 0.15% | 0.16% | 97 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Private Advisor Group, LLC | History | Reduced | 69,849 | 812 | 0.0% | 0.0% | 98 | -14,628 | -17.32% | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | Added to | 68,581 | 797 | 0.03% | 0.03% | 99 | +7,144 | 11.63% | Q4 2025 | Jan 13, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 67,806 | 788 | 0.06% | 0.06% | 100 | -500 | -0.73% | Q4 2025 | Feb 04, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 65,209 | 758 | 0.01% | 0.01% | 101 | +1,752 | 2.76% | Q4 2025 | Feb 09, 2026 |
| COMERICA BANK | History | Added to | 62,999 | 732 | 0.0% | 0.0% | 102 | +25,500 | 68.0% | Q4 2025 | Jan 29, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 57,946 | 673 | 0.13% | 0.12% | 103 | +1,074 | 1.89% | Q4 2025 | Feb 12, 2026 |
| Cerity Partners LLC | History | Added to | 57,275 | 666 | 0.0% | 0.0% | 104 | +10,439 | 22.29% | Q4 2025 | Feb 11, 2026 |
| Kovack Advisors, Inc. | History | New | 57,117 | 664 | 0.03% | — | 105 | +57,117 | New | Q4 2025 | Feb 17, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 57,079 | 663 | 0.07% | 0.07% | 106 | +1,320 | 2.37% | Q4 2025 | Jan 14, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 56,975 | 662 | 0.01% | 0.01% | 107 | -3,717 | -6.12% | Q4 2025 | Feb 05, 2026 |
| Lifetime Wealth Management P.C. | History | New | 56,000 | 651 | 0.41% | — | 108 | +56,000 | New | Q4 2025 | Mar 25, 2026 |
| Altus Wealth Group LLC | History | No change | 53,685 | 624 | 0.25% | 0.25% | 109 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MYECFO, LLC | History | No change | 53,200 | 618 | 0.26% | 0.28% | 110 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 52,237 | 607 | 0.01% | 0.01% | 111 | +512 | 0.99% | Q4 2025 | Feb 09, 2026 |
| Rothschild Wealth LLC | History | No change | 52,096 | 605 | 0.06% | 0.13% | 112 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 51,763 | 601 | 0.01% | 0.01% | 113 | +642 | 1.26% | Q4 2025 | Feb 02, 2026 |
| Focus Partners Wealth | History | New | 51,319 | 596 | 0.0% | — | 114 | +51,319 | New | Q4 2025 | Feb 13, 2026 |
| HUB Investment Partners, LLC | History | New | 48,894 | 568 | 0.01% | — | 115 | +48,894 | New | Q4 2025 | Feb 17, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 47,943 | 551 | 0.06% | 0.06% | 116 | +3,212 | 7.18% | Q4 2025 | Feb 03, 2026 |
| Realta Investment Advisors | History | No change | 46,752 | 543 | 0.18% | 0.18% | 117 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 44,509 | 517 | 0.01% | 0.01% | 118 | -7,285 | -14.07% | Q4 2025 | Jan 22, 2026 |
| Rinkey Investments | History | New | 43,500 | 505 | 0.13% | — | 119 | +43,500 | New | Q4 2025 | Feb 04, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 42,982 | 499 | 0.01% | 0.01% | 120 | -4,597 | -9.66% | Q4 2025 | Feb 11, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 42,526 | 494 | 0.07% | 0.05% | 121 | +9,126 | 27.32% | Q4 2025 | Feb 13, 2026 |
| AlphaCore Capital LLC | History | Added to | 41,674 | 484 | 0.01% | 0.01% | 122 | +6,207 | 17.5% | Q4 2025 | Feb 05, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 40,870 | 475 | 0.01% | 0.03% | 123 | +3,327 | 8.86% | Q4 2025 | Feb 10, 2026 |
| GeoWealth Management, LLC | History | Reduced | 40,689 | 473 | 0.02% | 0.02% | 124 | -5,233 | -11.4% | Q4 2025 | Feb 17, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 40,689 | 473 | 0.02% | 0.02% | 125 | -5,233 | -11.4% | Q4 2025 | Jan 30, 2026 |
| Sowell Financial Services LLC | History | Reduced | 39,833 | 463 | 0.02% | 0.02% | 126 | -9,942 | -19.97% | Q4 2025 | Jan 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 38,682 | 449 | 0.0% | 0.0% | 127 | +5,742 | 17.43% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 37,885 | 440 | 0.0% | 0.0% | 128 | +15,023 | 65.71% | Q4 2025 | Jan 23, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 37,000 | 430 | 0.0% | 0.01% | 129 | -12,093 | -24.63% | Q4 2025 | Feb 13, 2026 |
| Rock Point Advisors, LLC | History | Reduced | 34,090 | 396 | 0.1% | 0.11% | 130 | -3,900 | -10.27% | Q4 2025 | Feb 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 33,984 | 395 | 0.0% | — | 131 | +33,984 | New | Q4 2025 | Feb 17, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 32,787 | 381 | 0.03% | 0.03% | 132 | +53 | 0.16% | Q4 2025 | Feb 18, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 32,689 | 380 | 0.05% | 0.05% | 133 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 32,600 | 379 | 0.02% | — | 134 | +32,600 | New | Q4 2025 | Feb 17, 2026 |
| Successful Portfolios LLC | History | Added to | 31,559 | 370 | 0.19% | 0.2% | 135 | +2,000 | 6.77% | Q4 2025 | Jan 23, 2026 |
| Mystic Asset Management, Inc. | History | No change | 31,666 | 368 | 0.08% | 0.08% | 136 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 30,212 | 351 | 0.0% | 0.0% | 137 | -2,241 | -6.91% | Q4 2025 | Jan 29, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 28,833 | 335 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Belpointe Asset Management LLC | History | No change | 27,884 | 324 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 27,399 | 318 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Artesa Financial Group, LLC | History | New | 27,093 | 315 | 0.32% | — | 143 | +27,093 | New | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 27,086 | 315 | 0.0% | — | 141 | +27,086 | New | Q4 2025 | Feb 05, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 27,087 | 315 | 0.13% | 0.17% | 142 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Summit Financial, LLC | History | Added to | 26,926 | 313 | 0.0% | 0.0% | 144 | +4,573 | 20.46% | Q4 2025 | Feb 13, 2026 |
| Balefire, LLC | History | Added to | 26,743 | 311 | 0.06% | 0.05% | 145 | +4,664 | 21.12% | Q4 2025 | Jan 12, 2026 |
| Caitlin John, LLC | History | Reduced | 26,600 | 309 | 0.2% | 0.24% | 146 | -4,200 | -13.64% | Q4 2025 | Feb 18, 2026 |
| US BANCORP \DE\ | History | No change | 26,180 | 304 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 25,739 | 299 | 0.0% | 0.0% | 148 | +806 | 3.23% | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 25,729 | 299 | 0.0% | 0.01% | 149 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 25,483 | 296 | 0.0% | 0.0% | 150 | -11,240 | -30.61% | Q4 2025 | Feb 17, 2026 |
| URS Advisory LLC | History | New | 25,078 | 291 | 0.24% | — | 151 | +25,078 | New | Q4 2025 | Feb 17, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 25,000 | 290 | 0.02% | 0.02% | 152 | -5,000 | -16.67% | Q4 2025 | Feb 11, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 24,000 | 279 | 0.05% | 0.05% | 153 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| World Investment Advisors | History | Added to | 23,644 | 274 | 0.0% | 0.0% | 155 | +9,448 | 66.55% | Q4 2025 | Mar 12, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 23,602 | 274 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Leisure Capital Management | History | No change | 23,418 | 272 | 0.09% | 0.09% | 156 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 23,243 | 270 | 0.02% | 0.02% | 157 | +3,743 | 19.19% | Q4 2025 | Feb 09, 2026 |
| Dakota Wealth Management | History | Reduced | 22,790 | 265 | 0.0% | 0.01% | 158 | -18,471 | -44.77% | Q4 2025 | Jan 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 22,421 | 260 | 0.04% | — | 159 | +22,421 | New | Q4 2025 | Feb 17, 2026 |
| MSH Capital Advisors LLC | History | New | 21,620 | 251 | 0.05% | — | 160 | +21,620 | New | Q4 2025 | Feb 09, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | Reduced | 21,425 | 249 | 0.05% | 0.11% | 161 | -22,209 | -50.9% | Q4 2025 | Jan 21, 2026 |
| Pointe Capital Management LLC | History | No change | 21,015 | 244 | 0.12% | 0.12% | 162 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Kuhn & Co Investment Counsel | History | No change | 19,882 | 231 | 0.15% | 0.18% | 163 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Seelaus Asset Management LLC | History | Added to | 19,650 | 228 | 0.18% | 0.17% | 164 | +850 | 4.52% | Q4 2025 | Feb 04, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Added to | 19,453 | 226 | 0.05% | 0.05% | 165 | +756 | 4.04% | Q4 2025 | Jan 29, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Reduced | 19,300 | 224 | 0.08% | 0.1% | 166 | -5,000 | -20.58% | Q4 2025 | Feb 06, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | No change | 19,276 | 224 | 0.18% | 0.18% | 167 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 19,229 | 223 | 0.01% | 0.01% | 168 | -1,000 | -4.94% | Q4 2025 | Feb 10, 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | History | Added to | 19,172 | 222 | 0.09% | 0.09% | 169 | +17 | 0.09% | Q4 2025 | Feb 04, 2026 |
| Wealth Alliance Advisory Group, LLC | History | New | 19,041 | 221 | 0.04% | — | 170 | +19,041 | New | Q4 2025 | Jan 29, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 18,982 | 220 | 0.13% | 0.13% | 171 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 18,763 | 218 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Great Lakes Retirement, Inc. | History | New | 18,736 | 217 | 0.02% | — | 174 | +18,736 | New | Q4 2025 | Feb 12, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 18,638 | 217 | 0.01% | 0.02% | 173 | -4,152 | -18.22% | Q4 2025 | Feb 13, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 18,322 | 213 | 0.02% | 0.01% | 175 | +6,494 | 54.9% | Q4 2025 | Jan 23, 2026 |
| Sigma Planning Corp | History | Reduced | 18,234 | 212 | 0.01% | 0.01% | 176 | -713 | -3.76% | Q4 2025 | Jan 30, 2026 |
| Global Retirement Partners, LLC | History | Added to | 18,200 | 211 | 0.0% | 0.0% | 177 | +16,100 | 766.67% | Q4 2025 | Feb 06, 2026 |
| Mezzasalma Advisors, LLC | History | Added to | 18,178 | 211 | 0.05% | 0.05% | 178 | +398 | 2.24% | Q4 2025 | Jan 21, 2026 |
| AE Wealth Management LLC | History | Added to | 18,005 | 209 | 0.0% | 0.0% | 179 | +664 | 3.83% | Q4 2025 | Jan 26, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | No change | 17,711 | 205 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Advisory Services Network, LLC | History | Reduced | 17,560 | 204 | 0.0% | 0.0% | 181 | -3,242 | -15.59% | Q4 2025 | Feb 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 17,525 | 203 | 0.0% | 0.0% | 182 | +4,025 | 29.81% | Q4 2025 | Jan 29, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 16,914 | 196 | 0.02% | 0.02% | 183 | -1,142 | -6.32% | Q4 2025 | Feb 13, 2026 |
| Lantz Financial LLC | History | New | 16,663 | 193 | 0.04% | — | 184 | +16,663 | New | Q4 2025 | Jan 14, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 16,549 | 192 | 0.03% | 0.03% | 185 | +310 | 1.91% | Q4 2025 | Jan 07, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Reduced | 16,400 | 190 | 0.03% | 0.03% | 187 | -2,000 | -10.87% | Q4 2025 | Jan 27, 2026 |
| Barry Investment Advisors, LLC | History | Reduced | 16,416 | 190 | 0.04% | 0.05% | 186 | -821 | -4.76% | Q4 2025 | Feb 09, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 15,739 | 183 | 0.02% | 0.02% | 188 | -1,548 | -8.95% | Q4 2025 | Jan 23, 2026 |
| RFG Advisory, LLC | History | No change | 15,733 | 182 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Element Wealth, LLC | History | Reduced | 15,331 | 178 | 0.07% | 0.09% | 191 | -2,000 | -11.54% | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 15,379 | 178 | 0.01% | 0.01% | 190 | +310 | 2.06% | Q4 2025 | Feb 20, 2026 |
| Sightline Wealth Advisors, LLC | History | New | 14,984 | 174 | 0.07% | — | 192 | +14,984 | New | Q4 2025 | Jan 26, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 14,810 | 172 | 0.0% | — | 193 | +14,810 | New | Q4 2025 | Feb 17, 2026 |
| Apeiron RIA LLC | History | No change | 14,808 | 172 | 0.03% | 0.04% | 194 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 14,691 | 170 | 0.0% | 0.0% | 195 | +4,157 | 39.46% | Q4 2025 | Feb 12, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 14,702 | 170 | 0.0% | 0.0% | 196 | +387 | 2.7% | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 14,469 | 168 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 14,268 | 165 | 0.0% | 0.0% | 198 | -1,723 | -10.77% | Q4 2025 | Jan 29, 2026 |
| CHOREO, LLC | History | Reduced | 13,947 | 164 | 0.0% | 0.01% | 199 | -40,521 | -74.39% | Q4 2025 | Jan 23, 2026 |
| Curi Capital, LLC | History | No change | 14,062 | 163 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 13,797 | 160 | 0.0% | 0.0% | 201 | -374 | -2.64% | Q4 2025 | Feb 03, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 13,785 | 160 | 0.02% | 0.02% | 202 | +320 | 2.38% | Q4 2025 | Jan 02, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 13,735 | 159 | 0.0% | 0.0% | 203 | -2,069 | -13.09% | Q4 2025 | Jan 22, 2026 |
| Citizens National Bank Trust Department | History | Added to | 13,700 | 159 | 0.03% | 0.03% | 204 | +1,300 | 10.48% | Q4 2025 | Jan 30, 2026 |
| Plan Group Financial, LLC | History | No change | 13,588 | 158 | 0.04% | 0.04% | 205 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 13,253 | 154 | 0.0% | — | 206 | +13,253 | New | Q4 2025 | Mar 25, 2026 |
| SFMG, LLC | History | No change | 13,049 | 151 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Ancora Advisors LLC | History | Reduced | 12,956 | 150 | 0.0% | 0.0% | 208 | -1,185 | -8.38% | Q4 2025 | Feb 17, 2026 |
| Closed-End Fund Advisors, Inc. | History | New | 12,608 | 146 | 0.09% | — | 209 | +12,608 | New | Q4 2025 | Feb 11, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 12,517 | 145 | 0.05% | 0.05% | 210 | +55 | 0.44% | Q4 2025 | Jan 20, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 12,298 | 143 | 0.01% | 0.01% | 211 | -4,653 | -27.45% | Q4 2025 | Feb 17, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | New | 12,217 | 142 | 0.0% | — | 212 | +12,217 | New | Q4 2025 | Feb 11, 2026 |
| SMH CAPITAL ADVISORS INC | History | No change | 12,201 | 141 | 0.29% | 0.29% | 213 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Snowden Capital Advisors LLC | History | No change | 12,038 | 140 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | New | 11,952 | 139 | 0.0% | — | 215 | +11,952 | New | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 11,964 | 139 | 0.01% | 0.01% | 216 | +95 | 0.8% | Q4 2025 | Jan 21, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 11,793 | 137 | 0.01% | 0.02% | 217 | -1,414 | -10.71% | Q4 2025 | Jan 20, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 11,436 | 133 | 0.01% | 0.01% | 218 | +155 | 1.37% | Q4 2025 | Jan 26, 2026 |
| Uptown Financial Advisors LLC | History | No change | 11,499 | 133 | 0.1% | 0.11% | 219 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 11,340 | 132 | 0.0% | 0.0% | 220 | -9,828 | -46.43% | Q4 2025 | Jan 05, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 11,345 | 132 | 0.0% | 0.0% | 221 | -1,619 | -12.49% | Q4 2025 | Feb 12, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 11,318 | 131 | 0.03% | 0.03% | 222 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| EP Wealth Advisors, LLC | History | New | 11,047 | 128 | 0.0% | — | 223 | +11,047 | New | Q4 2025 | Feb 18, 2026 |
| Clean Yield Group | History | No change | 10,971 | 127 | 0.04% | 0.04% | 224 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Foster Group, Inc. | History | New | 10,719 | 124 | 0.0% | — | 225 | +10,719 | New | Q4 2025 | Jan 12, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | New | 10,500 | 122 | 0.01% | — | 226 | +10,500 | New | Q4 2025 | Jan 20, 2026 |
| Riverstone Advisors, LLC | History | Added to | 10,538 | 122 | 0.06% | 0.06% | 228 | +245 | 2.38% | Q4 2025 | Feb 02, 2026 |
| Quantinno Capital Management LP | History | No change | 10,500 | 122 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Keystone Financial Group | History | New | 10,359 | 120 | 0.01% | — | 229 | +10,359 | New | Q4 2025 | Feb 06, 2026 |
| Manske Wealth Management | History | Reduced | 10,204 | 118 | 0.03% | 0.04% | 230 | -1,439 | -12.36% | Q4 2025 | Feb 03, 2026 |
| Maridea Wealth Management LLC | History | New | 10,020 | 116 | 0.02% | — | 233 | +10,020 | New | Q4 2025 | Jan 08, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 10,000 | 116 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Future Financial Wealth Managment LLC | History | No change | 10,000 | 116 | 0.08% | 0.07% | 232 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 8,780 | 102 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 8,100 | 94 | 0.0% | 0.01% | 235 | -5,035 | -38.33% | Q4 2025 | Feb 12, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 8,027 | 93 | 0.06% | 0.07% | 236 | -2,627 | -24.66% | Q4 2025 | Jan 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 7,688 | 89 | 0.0% | 0.0% | 237 | +252 | 3.39% | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | No change | 7,338 | 85 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| NBC SECURITIES, INC. | History | No change | 7,237 | 84 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CX Institutional | History | Added to | 6,884 | 80 | 0.0% | 0.0% | 241 | +119 | 1.76% | Q4 2025 | Feb 02, 2026 |
| WEBSTER BANK, N. A. | History | No change | 6,893 | 80 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Caldwell Trust Co | History | Added to | 6,473 | 75 | 0.01% | 0.01% | 242 | +1,595 | 32.7% | Q4 2025 | Jan 30, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 6,000 | 69 | 0.06% | 0.06% | 243 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Founders Capital Management | History | No change | 5,500 | 63 | 0.03% | 0.03% | 244 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 4,925 | 57 | 0.01% | 0.01% | 245 | +114 | 2.37% | Q4 2025 | Jan 21, 2026 |
| MAI Capital Management | History | Added to | 4,797 | 55 | 0.0% | 0.0% | 246 | +51 | 1.07% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 3,751 | 44 | 0.0% | 0.0% | 247 | +458 | 13.91% | Q4 2025 | Jan 26, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 3,772 | 43 | 0.0% | — | 248 | +3,772 | New | Q4 2025 | Feb 03, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 3,729 | 43 | 0.01% | 0.06% | 249 | +140 | 3.9% | Q4 2025 | Feb 02, 2026 |
| AdvisorNet Financial, Inc | History | No change | 3,189 | 37 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,195 | 37 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 2,975 | 34 | 0.01% | 0.01% | 252 | -1,727 | -36.73% | Q4 2025 | Jan 02, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 2,727 | 31 | 0.02% | — | 254 | +2,727 | New | Q4 2025 | Feb 06, 2026 |
| Noble Wealth Management PBC | History | New | 2,675 | 31 | 0.02% | — | 253 | +2,675 | New | Q4 2025 | Jan 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 2,445 | 28 | 0.0% | — | 255 | +2,445 | New | Q4 2025 | Feb 13, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 2,299 | 26 | 0.0% | 0.0% | 256 | +53 | 2.36% | Q4 2025 | Jan 27, 2026 |
| Basepoint Wealth LLC | History | New | 2,205 | 25 | 0.02% | — | 258 | +2,205 | New | Q4 2025 | Feb 10, 2026 |
| Arax Advisory Partners | History | No change | 2,155 | 25 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 2,120 | 24 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Turning Point Benefit Group, Inc. | History | No change | 2,084 | 24 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Salomon & Ludwin, LLC | History | No change | 1,910 | 22 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| DV EQUITIES, LLC | History | New | 1,600 | 18 | 0.0% | — | 265 | +1,600 | New | Q4 2025 | Feb 17, 2026 |
| Capital Analysts, LLC | History | Added to | 1,577 | 18 | 0.0% | 0.0% | 263 | +37 | 2.4% | Q4 2025 | Feb 11, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,550 | 18 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Mascoma Wealth Management LLC | History | No change | 1,630 | 18 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Towne Trust Company, N.A | History | New | 1,486 | 17 | 0.01% | — | 266 | +1,486 | New | Q4 2025 | Jan 26, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,500 | 17 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| ORG Wealth Partners, LLC | History | No change | 1,515 | 17 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 1,200 | 13 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 1,000 | 11 | 0.0% | — | 271 | +1,000 | New | Q4 2025 | Jan 30, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 958 | 11 | 0.0% | 0.0% | 270 | +22 | 2.35% | Q4 2025 | Feb 17, 2026 |
| Hilltop National Bank | History | No change | 948 | 11 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Crews Bank & Trust | History | No change | 1,015 | 11 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Navalign, LLC | History | New | 885 | 10 | 0.0% | — | 274 | +885 | New | Q4 2025 | Feb 05, 2026 |
| Larson Financial Group LLC | History | Added to | 724 | 8 | 0.0% | 0.0% | 276 | +205 | 39.5% | Q4 2025 | Feb 06, 2026 |
| IFP Advisors, Inc | History | No change | 756 | 8 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MOTCO | History | No change | 636 | 7 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Piscataqua Savings Bank | History | No change | 645 | 7 | 0.0% | 0.01% | 278 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 566 | 6 | 0.0% | — | 281 | +566 | New | Q4 2025 | Jan 22, 2026 |
| Hanson & Doremus Investment Management | History | No change | 500 | 6 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 583 | 6 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| EASTERN BANK | History | No change | 481 | 5 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| WPG Advisers, LLC | History | Reduced | 290 | 3 | 0.0% | 0.01% | 283 | -1,224 | -80.85% | Q4 2025 | Jan 28, 2026 |
| Sound Income Strategies, LLC | History | New | 195 | 2 | 0.0% | — | 285 | +195 | New | Q4 2025 | Jan 21, 2026 |
| Bogart Wealth, LLC | History | No change | 240 | 2 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| ASSETMARK, INC | History | New | 99 | 1 | 0.0% | — | 286 | +99 | New | Q4 2025 | Jan 23, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 108 | 1 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MACKAY SHIELDS LLC | History | Closed out | 0 | 0 | — | 0.7% | — | -1,801,320 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Fiera Capital Corp | History | Closed out | 0 | 0 | — | 0.02% | — | -444,009 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Uniting Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -69,930 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Arkos Global Advisors | History | Closed out | 0 | 0 | — | 0.05% | — | -37,733 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -34,225 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Orange Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -23,870 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Aberdeen Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -23,554 | -100.0% | Q3 2025 | Nov 14, 2025 |
| New England Private Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -20,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MBA Advisors LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -20,000 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,053 | -100.0% | Q3 2025 | Nov 10, 2025 |
| PFG Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -18,650 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,088 | -100.0% | Q3 2025 | Oct 07, 2025 |
| WEALTHSPAN PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -13,482 | -100.0% | Q3 2025 | Nov 03, 2025 |
| BWM Planning, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -13,154 | -100.0% | Q3 2025 | Oct 31, 2025 |
| LaSalle St. Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -12,676 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Permanent Capital Management, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -12,416 | -100.0% | Q3 2025 | Oct 17, 2025 |
| North Star Investment Management Corp. | History | Closed out | 0 | 0 | — | 0.01% | — | -12,164 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Summit Trail Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,993 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PKS Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -11,408 | -100.0% | Q3 2025 | Nov 12, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -10,227 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Icon Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,283 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,627 | -100.0% | Q3 2025 | Nov 06, 2025 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,400 | -100.0% | Q3 2025 | Dec 15, 2025 |
| FIFTH THIRD BANCORP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,674 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Pinnacle Bancorp, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,500 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,131 | -100.0% | Q3 2025 | Nov 03, 2025 |
| FINANCIAL CONSULATE, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -751 | -100.0% | Q3 2025 | Oct 21, 2025 |
| FIRST HORIZON CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Costello Asset Management, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -446 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | 0.0% | — | -97 | -100.0% | Q3 2025 | Nov 12, 2025 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |