VanEck ETF Trust - NLR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 1,871,939 | 232,494 | 0.06% | 0.06% | 1 | +313,143 | 20.09% | Q4 2025 | Feb 11, 2026 |
| Kiker Wealth Management, LLC | History | Reduced | 1,726 | 214,369 | 7.11% | 5.23% | 2 | -74,671 | -97.74% | Q4 2025 | Jan 30, 2026 |
| MORGAN STANLEY | History | Added to | 1,133,847 | 140,823 | 0.01% | 0.01% | 3 | +168,224 | 17.42% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 870,228 | 108,082 | 0.01% | 0.01% | 4 | +50,041 | 6.1% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 535,693 | 66,533 | 0.02% | 0.02% | 5 | +96,120 | 21.87% | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | History | Added to | 400,689 | 49,765 | 0.05% | 0.05% | 6 | +74,961 | 23.01% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 383,711 | 47,657 | 0.01% | — | 7 | +383,711 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 374,621 | 46,527 | 0.01% | 0.01% | 8 | +47,222 | 14.42% | Q4 2025 | Jan 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 322,265 | 40,025 | 0.01% | 0.01% | 9 | +123,519 | 62.15% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 249,225 | 30,958 | 0.03% | 0.03% | 10 | +25,454 | 11.38% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 192,830 | 23,949 | 0.03% | 0.02% | 11 | +56,100 | 41.03% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 190,347 | 23,641 | 0.06% | 0.05% | 12 | +47,751 | 33.49% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 167,044 | 20,754 | 0.03% | 0.03% | 13 | +12,064 | 7.78% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 151,938 | 18,871 | 0.05% | 0.04% | 14 | +45,069 | 42.17% | Q4 2025 | Feb 05, 2026 |
| Rockport Wealth LLC | History | Reduced | 143,941 | 17,877 | 3.48% | 4.0% | 15 | -1,054 | -0.73% | Q4 2025 | Feb 06, 2026 |
| Private Advisor Group, LLC | History | Added to | 140,475 | 17,446 | 0.08% | 0.09% | 16 | +2,566 | 1.86% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 136,778 | 16,987 | 0.01% | 0.01% | 17 | +59,487 | 76.96% | Q4 2025 | Feb 17, 2026 |
| Bouchey Financial Group Ltd | History | New | 131,760 | 16,364 | 1.23% | — | 18 | +131,760 | New | Q4 2025 | Jan 16, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 105,975 | 15,738 | 1.81% | 1.73% | 19 | +1,778 | 1.71% | Q4 2025 | Feb 03, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 126,379 | 15,696 | 0.0% | 0.0% | 20 | +45,138 | 55.56% | Q4 2025 | Feb 10, 2026 |
| 360 Financial, Inc. | History | Reduced | 117,111 | 14,545 | 4.4% | 5.5% | 21 | -8,867 | -7.04% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 114,909 | 14,271 | 0.0% | 0.0% | 22 | +3,909 | 3.52% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 114,640 | 14,238 | 0.0% | 0.0% | 23 | +42,919 | 59.84% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 104,267 | 12,950 | 0.05% | 0.06% | 24 | +8,924 | 9.36% | Q4 2025 | Feb 18, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 90,190 | 11,202 | 0.02% | 0.0% | 25 | +88,560 | 5433.13% | Q4 2025 | Feb 05, 2026 |
| SAGE PRIVATE WEALTH GROUP, LLC | History | Added to | 86,513 | 10,744 | 5.78% | 6.1% | 26 | +5,692 | 7.04% | Q4 2025 | Jan 28, 2026 |
| Belvedere Trading LLC | History | Added to | 85,995 | 10,680 | 0.01% | 0.01% | 27 | +18,368 | 27.16% | Q4 2025 | Feb 10, 2026 |
| Itau Unibanco Holding S.A. | History | New | 84,755 | 10,526 | 0.25% | — | 28 | +84,755 | New | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 81,342 | 10,102 | 0.01% | 0.01% | 29 | +19,632 | 31.81% | Q4 2025 | Feb 10, 2026 |
| ASSETMARK, INC | History | Added to | 77,861 | 9,670 | 0.02% | 0.02% | 30 | +10,032 | 14.79% | Q4 2025 | Jan 23, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 77,214 | 9,589 | 0.01% | — | 31 | +77,214 | New | Q4 2025 | Feb 17, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 74,370 | 9,237 | 0.01% | 0.01% | 32 | -12,798 | -14.68% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 71,344 | 8,860 | 0.2% | 0.26% | 33 | -3,826 | -5.09% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 64,678 | 8,033 | 0.01% | 0.01% | 34 | +26,720 | 70.39% | Q4 2025 | Mar 16, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 63,641 | 7,904 | 0.03% | 0.03% | 35 | +7,236 | 12.83% | Q4 2025 | Feb 13, 2026 |
| McGuire Investment Group, LLC | History | Added to | 62,045 | 7,705 | 0.82% | 0.94% | 36 | +560 | 0.91% | Q4 2025 | Jan 26, 2026 |
| SCS Capital Management LLC | History | Added to | 61,974 | 7,697 | 0.08% | 0.09% | 37 | +2,613 | 4.4% | Q4 2025 | Feb 10, 2026 |
| Point72 Asset Management, L.P. | History | New | 61,735 | 7,667 | 0.01% | — | 38 | +61,735 | New | Q4 2025 | Feb 17, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 60,839 | 7,556 | 2.14% | 1.27% | 39 | +28,580 | 88.6% | Q4 2025 | Feb 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 57,903 | 7,191 | 0.04% | 0.04% | 40 | +10,033 | 20.96% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 56,972 | 7,075 | 0.0% | 0.0% | 41 | +22,321 | 64.42% | Q4 2025 | Mar 25, 2026 |
| Rafferty Asset Management, LLC | History | Added to | 56,705 | 7,042 | 0.02% | 0.01% | 42 | +32,739 | 136.61% | Q4 2025 | Feb 13, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 56,055 | 6,962 | 0.22% | 0.09% | 43 | +36,500 | 186.65% | Q4 2025 | Feb 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 55,150 | 6,849 | 0.33% | 0.43% | 44 | +2,435 | 4.62% | Q4 2025 | Jan 28, 2026 |
| Valmark Advisers, Inc. | History | New | 54,976 | 6,828 | 0.08% | — | 45 | +54,976 | New | Q4 2025 | Jan 26, 2026 |
| Summit Financial, LLC | History | Reduced | 54,435 | 6,760 | 0.1% | 0.12% | 46 | -1,952 | -3.46% | Q4 2025 | Feb 13, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 52,891 | 6,569 | 0.75% | 0.91% | 47 | -3,797 | -6.7% | Q4 2025 | Jan 29, 2026 |
| Sowell Financial Services LLC | History | Added to | 52,174 | 6,480 | 0.24% | 0.18% | 48 | +17,889 | 52.18% | Q4 2025 | Jan 21, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 51,408 | 6,384 | 0.55% | 0.61% | 49 | +687 | 1.35% | Q4 2025 | Jan 21, 2026 |
| Evolution Wealth Advisors, LLC | History | New | 49,551 | 6,154 | 0.62% | — | 50 | +49,551 | New | Q4 2025 | Jan 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 48,365 | 6,006 | 0.01% | 0.0% | 51 | +29,327 | 154.04% | Q4 2025 | Feb 06, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 48,299 | 5,998 | 0.14% | 0.08% | 52 | +19,865 | 69.86% | Q4 2025 | Feb 17, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 47,226 | 5,865 | 0.08% | 0.0% | 53 | +44,969 | 1992.42% | Q4 2025 | Feb 09, 2026 |
| Cresset Asset Management, LLC | History | Added to | 44,727 | 5,555 | 0.02% | 0.03% | 54 | +993 | 2.27% | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 44,320 | 5,504 | 0.08% | 0.08% | 55 | +9,600 | 27.65% | Q4 2025 | Jan 13, 2026 |
| Retirement Management Systems Inc. | History | New | 44,226 | 5,492 | 1.41% | — | 56 | +44,226 | New | Q4 2025 | Feb 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 39,572 | 5,489 | 0.01% | 0.01% | 57 | +15,156 | 62.07% | Q4 2025 | Jan 08, 2026 |
| StoneCrest Wealth Management, Inc. | History | Added to | 42,248 | 5,247 | 2.12% | 2.32% | 58 | +3,148 | 8.05% | Q4 2025 | Jan 16, 2026 |
| EFG International AG | History | New | 40,757 | 5,053 | 0.1% | — | 60 | +40,757 | New | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 40,686 | 5,053 | 0.03% | 0.0% | 59 | +36,871 | 966.47% | Q4 2025 | Jan 29, 2026 |
| Brookwood Investment Group LLC | History | Added to | 39,095 | 4,855 | 0.58% | 0.66% | 61 | +1,507 | 4.01% | Q4 2025 | Jan 22, 2026 |
| IHT Wealth Management, LLC | History | Added to | 37,313 | 4,798 | 0.12% | 0.12% | 62 | +3,408 | 10.05% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 38,372 | 4,765 | 0.0% | 0.0% | 63 | -5,464 | -12.46% | Q4 2025 | Feb 10, 2026 |
| PRUDENTIAL PLC | History | No change | 37,000 | 4,595 | 0.04% | 0.04% | 64 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | History | New | 36,889 | 4,581 | 1.39% | — | 65 | +36,889 | New | Q4 2025 | Feb 10, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 36,078 | 4,480 | 0.33% | 0.18% | 66 | +18,844 | 109.34% | Q4 2025 | Jan 16, 2026 |
| Steele Capital Management, Inc. | History | Added to | 33,695 | 4,184 | 0.18% | 0.13% | 67 | +12,015 | 55.42% | Q4 2025 | Jan 27, 2026 |
| Paller Financial Services Inc | History | New | 33,402 | 4,148 | 3.33% | — | 68 | +33,402 | New | Q4 2025 | Jan 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 32,342 | 4,016 | 0.01% | 0.0% | 69 | +9,827 | 43.65% | Q4 2025 | Feb 02, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 28,060 | 3,955 | 0.89% | 0.19% | 70 | +22,716 | 425.07% | Q4 2025 | Jan 14, 2026 |
| Fiduciary Planning LLC | History | Reduced | 31,661 | 3,932 | 1.19% | 1.33% | 71 | -488 | -1.52% | Q4 2025 | Jan 22, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 29,818 | 3,703 | 0.04% | 0.07% | 72 | -63 | -0.21% | Q4 2025 | Jan 29, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Added to | 28,463 | 3,535 | 0.64% | 0.33% | 73 | +16,111 | 130.43% | Q4 2025 | Feb 17, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 27,509 | 3,407 | 0.23% | 0.1% | 74 | +17,292 | 169.25% | Q4 2025 | Jan 15, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 26,746 | 3,321 | 0.08% | 0.15% | 75 | -18,696 | -41.14% | Q4 2025 | Feb 13, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 26,425 | 3,282 | 0.26% | 0.24% | 76 | +5,004 | 23.36% | Q4 2025 | Feb 04, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 26,400 | 3,278 | 0.6% | 0.67% | 77 | +1,028 | 4.05% | Q4 2025 | Feb 09, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 21,934 | 3,257 | 1.1% | 1.04% | 78 | +2,454 | 12.6% | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Added to | 26,058 | 3,236 | 0.01% | 0.01% | 79 | +10,207 | 64.39% | Q4 2025 | Jan 26, 2026 |
| Drake & Associates, LLC | History | Added to | 25,322 | 3,145 | 0.63% | 0.63% | 80 | +4,216 | 19.98% | Q4 2025 | Feb 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 25,227 | 3,133 | 0.06% | 0.07% | 81 | +3,014 | 13.57% | Q4 2025 | Feb 09, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 25,147 | 3,123 | 0.59% | 0.64% | 82 | +1,098 | 4.57% | Q4 2025 | Feb 12, 2026 |
| Intesa Sanpaolo Wealth Management | History | New | 24,970 | 3,101 | 0.64% | — | 83 | +24,970 | New | Q4 2025 | Feb 12, 2026 |
| BIP Wealth, LLC | History | New | 24,937 | 3,097 | 0.11% | — | 84 | +24,937 | New | Q4 2025 | Jan 21, 2026 |
| Equitable Holdings, Inc. | History | Added to | 24,405 | 3,031 | 0.02% | 0.02% | 85 | +8,273 | 51.28% | Q4 2025 | Feb 17, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 24,352 | 3,024 | 0.5% | 0.57% | 86 | +919 | 3.92% | Q4 2025 | Feb 11, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 22,069 | 2,740 | 0.07% | 0.07% | 87 | +2,459 | 12.54% | Q4 2025 | Feb 17, 2026 |
| Snider Financial Group | History | Reduced | 21,939 | 2,724 | 0.73% | 0.84% | 88 | -836 | -3.67% | Q4 2025 | Jan 21, 2026 |
| Quadrature Capital Ltd | History | New | 21,317 | 2,647 | 0.03% | — | 89 | +21,317 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 21,097 | 2,620 | 0.0% | 0.0% | 90 | +19,815 | 1545.63% | Q4 2025 | Feb 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 20,938 | 2,598 | 0.06% | 0.04% | 91 | +6,105 | 41.16% | Q4 2025 | Feb 11, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 20,431 | 2,538 | 0.07% | 0.07% | 92 | +5,213 | 34.26% | Q4 2025 | Feb 12, 2026 |
| Dogwood Wealth Management LLC | History | New | 19,699 | 2,446 | 1.08% | — | 93 | +19,699 | New | Q4 2025 | Feb 04, 2026 |
| SMART Wealth LLC | History | Reduced | 19,641 | 2,439 | 0.74% | 1.07% | 94 | -1,292 | -6.17% | Q4 2025 | Jan 26, 2026 |
| Echo45 Advisors LLC | History | New | 19,442 | 2,414 | 1.38% | — | 95 | +19,442 | New | Q4 2025 | Feb 06, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 19,405 | 2,410 | 0.06% | 0.05% | 96 | +3,806 | 24.4% | Q4 2025 | Jan 28, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 18,952 | 2,353 | 0.85% | 0.66% | 97 | +5,902 | 45.23% | Q4 2025 | Feb 05, 2026 |
| &PARTNERS | History | Added to | 18,562 | 2,305 | 0.01% | 0.02% | 98 | +517 | 2.87% | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 18,201 | 2,260 | 0.16% | 0.19% | 99 | +921 | 5.33% | Q4 2025 | Jan 21, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Added to | 17,933 | 2,227 | 1.55% | 1.48% | 100 | +3,465 | 23.95% | Q4 2025 | Jan 23, 2026 |
| Modern Wealth Management, LLC | History | New | 17,700 | 2,198 | 0.04% | — | 101 | +17,700 | New | Q4 2025 | Feb 17, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 17,349 | 2,167 | 1.39% | 1.52% | 102 | +238 | 1.39% | Q4 2025 | Feb 04, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 14,508 | 2,157 | 0.36% | 0.37% | 103 | +606 | 4.36% | Q4 2025 | Feb 06, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 17,336 | 2,147 | 0.29% | 0.28% | 104 | +233 | 1.36% | Q4 2025 | Feb 11, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Reduced | 17,008 | 2,112 | 1.06% | 1.33% | 105 | -1,502 | -8.11% | Q4 2025 | Feb 09, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 16,810 | 2,087 | 0.03% | 0.05% | 106 | -4,053 | -19.43% | Q4 2025 | Feb 12, 2026 |
| Larson Financial Group LLC | History | Added to | 16,249 | 2,018 | 0.07% | 0.05% | 107 | +6,077 | 59.74% | Q4 2025 | Feb 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 16,212 | 2,013 | 0.02% | 0.02% | 108 | +2,341 | 16.88% | Q4 2025 | Jan 29, 2026 |
| Mariner, LLC | History | Added to | 15,895 | 1,974 | 0.0% | 0.0% | 109 | +4,323 | 37.36% | Q4 2025 | Feb 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 15,654 | 1,944 | 0.01% | 0.01% | 110 | +5,984 | 61.88% | Q4 2025 | Jan 29, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 15,357 | 1,907 | 0.02% | 0.02% | 111 | +3,962 | 34.77% | Q4 2025 | Feb 10, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 15,258 | 1,895 | 0.1% | 0.09% | 112 | +2,839 | 22.86% | Q4 2025 | Feb 05, 2026 |
| Advisory Alpha, LLC | History | Added to | 15,143 | 1,880 | 0.05% | 0.05% | 113 | +1,230 | 8.84% | Q4 2025 | Feb 06, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | New | 14,716 | 1,827 | 0.96% | — | 114 | +14,716 | New | Q4 2025 | Feb 23, 2026 |
| Bison Wealth, LLC | History | New | 14,088 | 1,800 | 0.2% | — | 115 | +14,088 | New | Q4 2025 | Mar 24, 2026 |
| Creative Planning | History | Added to | 14,021 | 1,741 | 0.0% | 0.0% | 116 | +3,125 | 28.68% | Q4 2025 | Feb 17, 2026 |
| Clarus Wealth Advisors | History | Added to | 12,218 | 1,720 | 0.71% | 0.71% | 117 | +887 | 7.83% | Q4 2025 | Jan 14, 2026 |
| Aft, Forsyth & Sober, LLC | History | No change | 13,000 | 1,614 | 0.49% | 0.55% | 118 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Certified Advisory Corp | History | Added to | 12,822 | 1,592 | 0.15% | 0.1% | 119 | +4,988 | 63.67% | Q4 2025 | Jan 12, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 12,773 | 1,586 | 0.09% | 0.1% | 120 | -187 | -1.44% | Q4 2025 | Jan 20, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 12,769 | 1,585 | 0.0% | 0.0% | 121 | +2,942 | 29.94% | Q4 2025 | Feb 11, 2026 |
| COMERICA BANK | History | Added to | 12,749 | 1,583 | 0.01% | 0.01% | 122 | +473 | 3.85% | Q4 2025 | Jan 29, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 12,734 | 1,582 | 0.0% | 0.0% | 123 | +4,763 | 59.75% | Q4 2025 | Feb 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 12,414 | 1,541 | 0.07% | 0.07% | 124 | +1,091 | 9.64% | Q4 2025 | Jan 21, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | Reduced | 12,266 | 1,523 | 0.95% | 1.28% | 125 | -2,350 | -16.08% | Q4 2025 | Feb 13, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 12,129 | 1,506 | 0.05% | 0.06% | 126 | -375 | -3.0% | Q4 2025 | Jan 27, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 12,000 | 1,490 | 0.04% | — | 127 | +12,000 | New | Q4 2025 | Jan 23, 2026 |
| Beaumont Financial Advisors, LLC | History | New | 11,985 | 1,488 | 0.1% | — | 128 | +11,985 | New | Q4 2025 | Jan 16, 2026 |
| Western Wealth Management, LLC | History | Added to | 11,824 | 1,468 | 0.07% | 0.07% | 129 | +1,589 | 15.53% | Q4 2025 | Feb 05, 2026 |
| Paragon Private Wealth Management, LLC | History | Added to | 11,717 | 1,455 | 0.45% | 0.48% | 130 | +819 | 7.52% | Q4 2025 | Feb 11, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 11,686 | 1,451 | 0.02% | 0.02% | 131 | -2,314 | -16.53% | Q4 2025 | Feb 02, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 11,459 | 1,423 | 0.07% | 0.07% | 132 | +572 | 5.25% | Q4 2025 | Feb 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 11,340 | 1,408 | 0.05% | 0.05% | 133 | +5 | 0.04% | Q4 2025 | Feb 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 11,265 | 1,399 | 0.06% | 0.08% | 134 | -704 | -5.88% | Q4 2025 | Feb 17, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 11,014 | 1,367 | 0.02% | — | 135 | +11,014 | New | Q4 2025 | Feb 19, 2026 |
| Asset One Wealth Management LLC | History | New | 9,440 | 1,366 | 0.19% | — | 136 | +9,440 | New | Q4 2025 | Feb 17, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 10,956 | 1,360 | 0.03% | 0.02% | 137 | +4,091 | 59.59% | Q4 2025 | Feb 03, 2026 |
| Copia Wealth Management | History | Reduced | 10,866 | 1,349 | 0.96% | 1.13% | 138 | -344 | -3.07% | Q4 2025 | Feb 06, 2026 |
| O'ROURKE & COMPANY, Inc | History | Added to | 10,793 | 1,340 | 0.52% | 0.34% | 139 | +4,851 | 81.64% | Q4 2025 | Jan 28, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 10,598 | 1,316 | 0.04% | 0.09% | 140 | +511 | 5.07% | Q4 2025 | Feb 10, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 10,380 | 1,289 | 0.06% | 0.06% | 141 | +1,077 | 11.58% | Q4 2025 | Jan 22, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 10,340 | 1,284 | 0.03% | — | 142 | +10,340 | New | Q4 2025 | Feb 13, 2026 |
| Spire Wealth Management | History | Added to | 10,248 | 1,272 | 0.04% | 0.0% | 143 | +9,770 | 2043.93% | Q4 2025 | Jan 14, 2026 |
| WT Wealth Management | History | Added to | 10,099 | 1,254 | 0.36% | 0.29% | 144 | +2,675 | 36.03% | Q4 2025 | Feb 02, 2026 |
| Private Wealth Partners, LLC | History | No change | 10,000 | 1,242 | 0.09% | 0.1% | 145 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | Reduced | 9,838 | 1,221 | 0.52% | 0.68% | 146 | -1,164 | -10.58% | Q4 2025 | Jan 26, 2026 |
| WJ Wealth Management, LLC | History | Reduced | 9,742 | 1,209 | 0.53% | 0.68% | 147 | -182 | -1.83% | Q4 2025 | Feb 05, 2026 |
| Benson Wealth Management INC | History | New | 9,550 | 1,186 | 1.32% | — | 148 | +9,550 | New | Q4 2025 | Feb 12, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 9,510 | 1,181 | 0.0% | 0.0% | 149 | +6,180 | 185.59% | Q4 2025 | Jan 26, 2026 |
| GREENBERG FINANCIAL GROUP | History | New | 9,427 | 1,170 | 0.48% | — | 150 | +9,427 | New | Q4 2025 | Jan 22, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | Added to | 9,395 | 1,166 | 0.44% | 0.28% | 151 | +3,828 | 68.76% | Q4 2025 | Feb 09, 2026 |
| Owen LaRue, LLC | History | Reduced | 9,315 | 1,156 | 0.44% | 0.86% | 152 | -6,749 | -42.01% | Q4 2025 | Feb 05, 2026 |
| BARCLAYS PLC | History | Reduced | 9,265 | 1,150 | 0.0% | 0.0% | 153 | -20,855 | -69.24% | Q4 2025 | Feb 13, 2026 |
| Wealth Intelligence, LLC | History | New | 8,908 | 1,106 | 0.55% | — | 154 | +8,908 | New | Q4 2025 | Feb 18, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 8,808 | 1,094 | 0.12% | 0.1% | 155 | +2,272 | 34.76% | Q4 2025 | Jan 21, 2026 |
| Atria Investments, Inc | History | New | 8,663 | 1,075 | 0.01% | — | 156 | +8,663 | New | Q4 2025 | Feb 05, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 8,550 | 1,061 | 0.08% | 0.06% | 157 | +2,811 | 48.98% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Reduced | 8,332 | 1,034 | 0.01% | 0.02% | 158 | -3,306 | -28.41% | Q4 2025 | Feb 17, 2026 |
| Sterling Investment Counsel, LLC | History | Added to | 8,291 | 1,029 | 0.29% | 0.32% | 159 | +1,002 | 13.75% | Q4 2025 | Jan 27, 2026 |
| CITIGROUP INC | History | Added to | 8,248 | 1,024 | 0.0% | 0.0% | 160 | +4,582 | 124.99% | Q4 2025 | Feb 13, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 8,150 | 1,012 | 0.24% | 0.24% | 161 | +828 | 11.31% | Q4 2025 | Feb 05, 2026 |
| PFG Advisors | History | Reduced | 8,145 | 1,011 | 0.05% | 0.07% | 162 | -4,113 | -33.55% | Q4 2025 | Jan 27, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Added to | 8,125 | 1,009 | 0.29% | 0.25% | 163 | +2,575 | 46.4% | Q4 2025 | Feb 11, 2026 |
| Moran Wealth Management, LLC | History | New | 8,064 | 1,001 | 0.03% | — | 164 | +8,064 | New | Q4 2025 | Jan 26, 2026 |
| HOEY INVESTMENTS, INC | History | Added to | 8,059 | 1,000 | 0.13% | 0.13% | 165 | +975 | 13.76% | Q4 2025 | Jan 28, 2026 |
| Focus Partners Wealth | History | Added to | 7,822 | 971 | 0.0% | 0.0% | 166 | +5,053 | 182.48% | Q4 2025 | Feb 13, 2026 |
| IFG Advisory, LLC | History | Added to | 7,766 | 964 | 0.04% | 0.04% | 167 | +920 | 13.44% | Q4 2025 | Feb 10, 2026 |
| Savvy Advisors, Inc. | History | New | 7,738 | 961 | 0.03% | — | 168 | +7,738 | New | Q4 2025 | Jan 20, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 7,733 | 960 | 0.15% | 0.18% | 169 | +235 | 3.13% | Q4 2025 | Feb 17, 2026 |
| CHANNING GLOBAL ADVISORS, LLC | History | Added to | 7,700 | 956 | 0.61% | 0.58% | 170 | +1,505 | 24.29% | Q4 2025 | Feb 10, 2026 |
| Independent Advisor Alliance | History | Added to | 7,347 | 912 | 0.02% | 0.02% | 171 | +1,816 | 32.83% | Q4 2025 | Feb 04, 2026 |
| Stegent Equity Advisors, Inc. | History | No change | 7,298 | 906 | 0.71% | 0.81% | 172 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 7,073 | 878 | 0.01% | 0.0% | 173 | +5,043 | 248.42% | Q4 2025 | Jan 05, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 6,982 | 867 | 0.12% | 0.12% | 174 | +1,006 | 16.83% | Q4 2025 | Feb 10, 2026 |
| United Advisor Group, LLC | History | New | 6,963 | 864 | 0.11% | — | 175 | +6,963 | New | Q4 2025 | Jan 26, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 6,915 | 858 | 0.01% | 0.02% | 176 | +298 | 4.5% | Q4 2025 | Jan 22, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 6,783 | 842 | 0.01% | — | 177 | +6,783 | New | Q4 2025 | Feb 18, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 6,696 | 831 | 0.0% | 0.0% | 178 | +427 | 6.81% | Q4 2025 | Feb 06, 2026 |
| Brookstone Capital Management | History | Added to | 6,620 | 822 | 0.01% | 0.0% | 179 | +4,267 | 181.34% | Q4 2025 | Jan 15, 2026 |
| Arax Advisory Partners | History | New | 6,594 | 819 | 0.02% | — | 180 | +6,594 | New | Q4 2025 | Feb 13, 2026 |
| Faithward Advisors, LLC | History | New | 6,592 | 818 | 0.12% | — | 181 | +6,592 | New | Q4 2025 | Feb 17, 2026 |
| DELTA FINANCIAL ADVISORS LLC | History | Added to | 6,508 | 808 | 0.21% | 0.16% | 182 | +2,443 | 60.1% | Q4 2025 | Feb 06, 2026 |
| Arkadios Wealth Advisors | History | New | 6,504 | 807 | 0.02% | — | 183 | +6,504 | New | Q4 2025 | Feb 13, 2026 |
| StoneX Group Inc. | History | Added to | 6,454 | 801 | 0.03% | 0.03% | 184 | +573 | 9.74% | Q4 2025 | Feb 12, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 5,618 | 788 | 0.1% | 0.13% | 185 | -465 | -7.64% | Q4 2025 | Jan 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 6,338 | 787 | 0.0% | 0.0% | 186 | +1,458 | 29.88% | Q4 2025 | Feb 18, 2026 |
| SFG Wealth Management, LLC. | History | Reduced | 6,241 | 775 | 0.3% | 0.52% | 187 | -2,617 | -29.54% | Q4 2025 | Feb 03, 2026 |
| JBR Co Financial Management Inc | History | Added to | 6,095 | 756 | 0.32% | 0.32% | 188 | +601 | 10.94% | Q4 2025 | Jan 06, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 5,912 | 734 | 0.0% | 0.0% | 189 | -3,098 | -34.38% | Q4 2025 | Feb 10, 2026 |
| SHP Wealth Management | History | New | 5,652 | 702 | 0.05% | — | 190 | +5,652 | New | Q4 2025 | Mar 04, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 4,652 | 702 | 0.36% | 0.36% | 191 | +47 | 1.02% | Q4 2025 | Jan 27, 2026 |
| SFMG, LLC | History | No change | 5,598 | 695 | 0.05% | 0.05% | 192 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MGB Wealth Management, LLC | History | Reduced | 5,550 | 689 | 0.2% | 0.23% | 194 | -442 | -7.38% | Q4 2025 | Feb 17, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 5,550 | 689 | 0.02% | 0.02% | 193 | -46 | -0.82% | Q4 2025 | Jan 09, 2026 |
| ORG Partners LLC | History | Added to | 5,368 | 666 | 0.12% | 0.12% | 195 | +553 | 11.48% | Q4 2025 | Jan 14, 2026 |
| VVR Holdings LLC | History | New | 5,319 | 660 | 0.34% | — | 196 | +5,319 | New | Q4 2025 | Feb 11, 2026 |
| RFG Advisory, LLC | History | Added to | 5,288 | 656 | 0.01% | 0.01% | 197 | +1,649 | 45.31% | Q4 2025 | Feb 03, 2026 |
| Fairvoy Private Wealth, LLC | History | No change | 5,107 | 634 | 0.14% | 0.16% | 198 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 5,088 | 631 | 0.08% | 0.09% | 199 | +616 | 13.77% | Q4 2025 | Jan 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 4,980 | 618 | 0.0% | 0.0% | 200 | +773 | 18.37% | Q4 2025 | Feb 17, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 4,950 | 614 | 0.07% | 0.09% | 201 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 4,912 | 610 | 0.01% | 0.02% | 202 | -664 | -11.91% | Q4 2025 | Jan 14, 2026 |
| Bauman Advisory Group, LLC | History | New | 4,898 | 608 | 0.49% | — | 204 | +4,898 | New | Q4 2025 | Feb 20, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 4,902 | 608 | 0.0% | 0.0% | 203 | +2,952 | 151.38% | Q4 2025 | Feb 12, 2026 |
| Accel Wealth Management | History | Added to | 4,819 | 598 | 0.16% | 0.14% | 205 | +1,163 | 31.81% | Q4 2025 | Jan 20, 2026 |
| Berger Financial Group, Inc | History | Added to | 4,691 | 582 | 0.03% | 0.03% | 206 | +1,596 | 51.57% | Q4 2025 | Jan 27, 2026 |
| GM Advisory Group, LLC | History | New | 4,671 | 580 | 0.02% | — | 207 | +4,671 | New | Q4 2025 | Feb 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 3,795 | 579 | 0.01% | 0.01% | 208 | +138 | 3.77% | Q4 2025 | Jan 28, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 4,639 | 576 | 0.01% | 0.01% | 209 | +1,201 | 34.93% | Q4 2025 | Jan 20, 2026 |
| High Net Worth Advisory Group LLC | History | New | 4,616 | 573 | 0.13% | — | 210 | +4,616 | New | Q4 2025 | Jan 23, 2026 |
| Riggs Asset Managment Co. Inc. | History | Added to | 4,507 | 559 | 0.11% | 0.13% | 211 | +168 | 3.87% | Q4 2025 | Jan 29, 2026 |
| Nvest Financial, LLC | History | New | 4,451 | 552 | 0.23% | — | 212 | +4,451 | New | Q4 2025 | Feb 10, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 4,327 | 537 | 0.04% | 0.03% | 213 | +1,064 | 32.61% | Q4 2025 | Feb 11, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 4,214 | 523 | 0.01% | 0.0% | 214 | +1,027 | 32.22% | Q4 2025 | Feb 13, 2026 |
| RM Financial Services, LLC | History | New | 4,207 | 522 | 0.46% | — | 215 | +4,207 | New | Q4 2025 | Feb 11, 2026 |
| World Investment Advisors | History | Reduced | 4,170 | 517 | 0.01% | 0.01% | 216 | -649 | -13.47% | Q4 2025 | Mar 12, 2026 |
| Rubicon Advisors, GP | History | New | 4,094 | 508 | 0.47% | — | 217 | +4,094 | New | Q4 2025 | Mar 09, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 4,087 | 507 | 0.02% | 0.01% | 218 | +1,471 | 56.23% | Q4 2025 | Feb 13, 2026 |
| RDA Financial Network | History | New | 4,079 | 506 | 0.12% | — | 219 | +4,079 | New | Q4 2025 | Jan 06, 2026 |
| Waverly Advisors, LLC | History | Added to | 4,073 | 505 | 0.0% | 0.0% | 220 | +546 | 15.48% | Q4 2025 | Feb 17, 2026 |
| Family Manage LLC | History | Added to | 4,005 | 497 | 0.06% | 0.03% | 221 | +2,338 | 140.25% | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 3,983 | 494 | 0.03% | 0.03% | 222 | -39 | -0.97% | Q4 2025 | Jan 20, 2026 |
| Triumph Capital Management | History | Added to | 3,865 | 480 | 0.1% | 0.12% | 223 | +541 | 16.28% | Q4 2025 | Feb 12, 2026 |
| Caprock Group, LLC | History | Added to | 3,797 | 471 | 0.01% | 0.01% | 224 | +71 | 1.91% | Q4 2025 | Jan 28, 2026 |
| VestGen Advisors, LLC | History | Reduced | 3,730 | 463 | 0.02% | 0.09% | 225 | -16,224 | -81.31% | Q4 2025 | Feb 17, 2026 |
| Anson Capital, Inc. | History | Reduced | 3,700 | 459 | 0.33% | 0.85% | 226 | -4,626 | -55.56% | Q4 2025 | Feb 04, 2026 |
| Global Retirement Partners, LLC | History | Added to | 3,648 | 453 | 0.01% | 0.01% | 228 | +1,752 | 92.41% | Q4 2025 | Feb 06, 2026 |
| STEPHENS INC /AR/ | History | Added to | 3,654 | 453 | 0.01% | 0.0% | 227 | +1,309 | 55.82% | Q4 2025 | Feb 05, 2026 |
| Powell Investment Advisors, LLC | History | Added to | 3,606 | 447 | 0.15% | 0.16% | 229 | +309 | 9.37% | Q4 2025 | Feb 09, 2026 |
| USAdvisors Wealth Management, LLC | History | New | 3,584 | 445 | 0.15% | — | 230 | +3,584 | New | Q4 2025 | Feb 05, 2026 |
| Tower Wealth Partners, Inc. | History | New | 3,559 | 442 | 0.24% | — | 231 | +3,559 | New | Q4 2025 | Jan 16, 2026 |
| Cerity Partners LLC | History | New | 3,466 | 430 | 0.0% | — | 232 | +3,466 | New | Q4 2025 | Feb 11, 2026 |
| Corient Private Wealth LLC | History | Added to | 3,379 | 419 | 0.0% | 0.0% | 233 | +311 | 10.14% | Q4 2025 | Mar 09, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 3,350 | 416 | 0.2% | 0.22% | 234 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,337 | 414 | 0.0% | 0.01% | 235 | +242 | 7.82% | Q4 2025 | Jan 23, 2026 |
| AE Wealth Management LLC | History | Added to | 3,305 | 410 | 0.0% | 0.0% | 236 | +2,959 | 855.2% | Q4 2025 | Jan 26, 2026 |
| Csenge Advisory Group | History | Added to | 3,301 | 410 | 0.02% | 0.02% | 237 | +231 | 7.52% | Q4 2025 | Feb 06, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 3,235 | 401 | 0.15% | 0.14% | 238 | +496 | 18.11% | Q4 2025 | Jan 27, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 3,213 | 399 | 0.14% | 0.17% | 239 | +68 | 2.16% | Q4 2025 | Feb 09, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 2,830 | 394 | 0.04% | 0.04% | 240 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| GTS SECURITIES LLC | History | Added to | 3,085 | 383 | 0.01% | 0.01% | 241 | +632 | 25.76% | Q4 2025 | Feb 13, 2026 |
| Lionsbridge Wealth Management LLC | History | Reduced | 3,021 | 375 | 0.38% | 0.4% | 242 | -3 | -0.1% | Q4 2025 | Jan 26, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 3,005 | 373 | 0.01% | 0.01% | 243 | +33 | 1.11% | Q4 2025 | Feb 05, 2026 |
| Ignite Planners, LLC | History | New | 2,505 | 372 | 0.06% | — | 245 | +2,505 | New | Q4 2025 | Feb 06, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 3,000 | 372 | 0.16% | 0.3% | 244 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | New | 2,985 | 370 | 0.29% | — | 246 | +2,985 | New | Q4 2025 | Jan 16, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | New | 2,968 | 368 | 0.04% | — | 247 | +2,968 | New | Q4 2025 | Jan 20, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | New | 2,960 | 367 | 0.18% | — | 248 | +2,960 | New | Q4 2025 | Feb 05, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 2,942 | 365 | 0.01% | — | 249 | +2,942 | New | Q4 2025 | Feb 12, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 2,927 | 363 | 0.07% | 0.04% | 250 | +1,432 | 95.79% | Q4 2025 | Feb 17, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 2,921 | 362 | 0.05% | 0.05% | 251 | +355 | 13.83% | Q4 2025 | Jan 06, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 2,864 | 355 | 0.02% | 0.04% | 252 | -1,754 | -37.98% | Q4 2025 | Feb 17, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 2,810 | 348 | 0.04% | 0.04% | 253 | +865 | 44.47% | Q4 2025 | Feb 11, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 2,800 | 347 | 0.0% | 0.0% | 254 | +2,345 | 515.38% | Q4 2025 | Feb 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 2,783 | 346 | 0.02% | 0.03% | 255 | -2,536 | -47.68% | Q4 2025 | Feb 13, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Added to | 2,787 | 346 | 0.28% | 0.23% | 256 | +837 | 42.92% | Q4 2025 | Jan 21, 2026 |
| Finivi Inc. | History | New | 2,756 | 342 | 0.2% | — | 257 | +2,756 | New | Q4 2025 | Jan 27, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 2,679 | 332 | 0.0% | 0.0% | 258 | -684 | -20.34% | Q4 2025 | Feb 12, 2026 |
| Entelevest, LLC | History | New | 2,605 | 323 | 0.32% | — | 259 | +2,605 | New | Q4 2025 | Feb 11, 2026 |
| Frederick Financial Consultants, LLC | History | Reduced | 2,561 | 318 | 0.17% | 0.2% | 260 | -34 | -1.31% | Q4 2025 | Feb 10, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 2,532 | 314 | 0.0% | 0.0% | 261 | +541 | 27.17% | Q4 2025 | Feb 12, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 2,520 | 312 | 0.02% | 0.03% | 262 | -192 | -7.08% | Q4 2025 | Jan 23, 2026 |
| UMB Bank, n.a. | History | Reduced | 2,499 | 310 | 0.0% | 0.01% | 263 | -1,321 | -34.58% | Q4 2025 | Feb 13, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 2,422 | 300 | 0.02% | 0.01% | 264 | +665 | 37.85% | Q4 2025 | Mar 04, 2026 |
| Rothschild Wealth LLC | History | Reduced | 2,388 | 296 | 0.03% | 0.1% | 265 | -861 | -26.5% | Q4 2025 | Feb 17, 2026 |
| Clark Capital Management Group, Inc. | History | New | 2,377 | 295 | 0.0% | — | 266 | +2,377 | New | Q4 2025 | Feb 17, 2026 |
| Richmond Investment Services, LLC | History | Added to | 2,378 | 295 | 0.05% | 0.05% | 267 | +310 | 14.99% | Q4 2025 | Feb 12, 2026 |
| Sigma Planning Corp | History | New | 2,372 | 294 | 0.01% | — | 269 | +2,372 | New | Q4 2025 | Jan 30, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 2,061 | 294 | 0.01% | 0.01% | 268 | +715 | 53.12% | Q4 2025 | Feb 09, 2026 |
| FWG Holdings, LLC | History | No change | 1,866 | 293 | 0.11% | 0.13% | 270 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 2,334 | 289 | 0.05% | 0.04% | 271 | +450 | 23.89% | Q4 2025 | Jan 29, 2026 |
| Mutual Advisors, LLC | History | Added to | 2,321 | 288 | 0.01% | 0.01% | 272 | +539 | 30.25% | Q4 2025 | Feb 02, 2026 |
| Traynor Capital Management, Inc. | History | New | 2,291 | 284 | 0.02% | — | 273 | +2,291 | New | Q4 2025 | Jan 12, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 2,269 | 281 | 0.01% | 0.01% | 274 | +521 | 29.81% | Q4 2025 | Feb 03, 2026 |
| Lifeworks Advisors, LLC | History | New | 2,247 | 279 | 0.04% | — | 275 | +2,247 | New | Q4 2025 | Feb 13, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 2,206 | 274 | 0.07% | 0.07% | 277 | +534 | 31.94% | Q4 2025 | Feb 10, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 1,854 | 274 | 0.06% | 0.05% | 276 | +135 | 7.85% | Q4 2025 | Feb 05, 2026 |
| Greenbush Financial Group, LLC | History | New | 2,203 | 273 | 0.09% | — | 280 | +2,203 | New | Q4 2025 | Jan 20, 2026 |
| Freestone Capital Holdings, LLC | History | New | 2,201 | 273 | 0.01% | — | 278 | +2,201 | New | Q4 2025 | Jan 23, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 2,200 | 273 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Onyx Bridge Wealth Group LLC | History | New | 2,162 | 268 | 0.03% | — | 282 | +2,162 | New | Q4 2025 | Feb 18, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 2,160 | 268 | 0.0% | 0.0% | 281 | +478 | 28.42% | Q4 2025 | Feb 13, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 2,105 | 261 | 0.09% | 0.1% | 283 | +65 | 3.19% | Q4 2025 | Jan 20, 2026 |
| Continuum Advisory, LLC | History | New | 2,093 | 259 | 0.03% | — | 284 | +2,093 | New | Q4 2025 | Feb 11, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | New | 1,693 | 258 | 0.07% | — | 285 | +1,693 | New | Q4 2025 | Jan 26, 2026 |
| Allworth Financial LP | History | New | 2,064 | 256 | 0.0% | — | 286 | +2,064 | New | Q4 2025 | Feb 05, 2026 |
| Claris Financial LLC | History | New | 2,052 | 254 | 0.14% | — | 288 | +2,052 | New | Q4 2025 | Feb 19, 2026 |
| Spinnaker Investment Group, LLC | History | Added to | 2,050 | 254 | 0.05% | 0.04% | 287 | +339 | 19.81% | Q4 2025 | Jan 12, 2026 |
| Ironwood Financial, llc | History | New | 1,770 | 253 | 0.04% | — | 289 | +1,770 | New | Q4 2025 | Jan 15, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 2,043 | 253 | 0.02% | 0.02% | 290 | +312 | 18.02% | Q4 2025 | Feb 12, 2026 |
| Edge Wealth Management LLC | History | No change | 2,031 | 252 | 0.04% | 0.05% | 291 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | New | 1,814 | 251 | 0.04% | — | 292 | +1,814 | New | Q4 2025 | Jan 07, 2026 |
| Global Assets Advisory, LLC | History | Added to | 2,012 | 249 | 0.07% | 0.08% | 293 | +58 | 2.97% | Q4 2025 | Feb 09, 2026 |
| CALTON & ASSOCIATES, INC. | History | New | 2,000 | 248 | 0.04% | — | 294 | +2,000 | New | Q4 2025 | Feb 10, 2026 |
| Athena Investment Management | History | No change | 2,000 | 248 | 0.13% | 0.14% | 295 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 1,993 | 247 | 0.03% | 0.06% | 298 | -641 | -24.34% | Q4 2025 | Jan 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 1,989 | 247 | 0.01% | 0.01% | 297 | +370 | 22.85% | Q4 2025 | Feb 09, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 1,993 | 247 | 0.0% | 0.0% | 296 | +203 | 11.34% | Q4 2025 | Jan 30, 2026 |
| Prospera Financial Services Inc | History | Added to | 1,982 | 246 | 0.0% | 0.0% | 299 | +364 | 22.5% | Q4 2025 | Feb 09, 2026 |
| Hamilton Wealth, LLC | History | Added to | 1,983 | 246 | 0.05% | 0.05% | 300 | +255 | 14.76% | Q4 2025 | Feb 19, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 1,979 | 245 | 0.08% | 0.08% | 301 | +105 | 5.6% | Q4 2025 | Jan 13, 2026 |
| IEQ CAPITAL, LLC | History | New | 1,953 | 242 | 0.0% | — | 302 | +1,953 | New | Q4 2025 | Feb 13, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | New | 1,928 | 239 | 0.07% | — | 303 | +1,928 | New | Q4 2025 | Jan 13, 2026 |
| Provident Wealth Management, LLC | History | No change | 1,920 | 238 | 0.07% | 0.08% | 304 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 1,895 | 235 | 0.01% | 0.01% | 305 | +57 | 3.1% | Q4 2025 | Jan 20, 2026 |
| Noble Wealth Management PBC | History | Added to | 1,861 | 231 | 0.12% | 0.13% | 306 | +11 | 0.59% | Q4 2025 | Jan 05, 2026 |
| Compound Planning, Inc. | History | New | 1,829 | 227 | 0.01% | — | 307 | +1,829 | New | Q4 2025 | Feb 19, 2026 |
| Fusion Capital, LLC | History | Added to | 1,806 | 224 | 0.06% | 0.08% | 308 | +44 | 2.5% | Q4 2025 | Feb 04, 2026 |
| OneAscent Financial Services LLC | History | New | 1,766 | 219 | 0.02% | — | 310 | +1,766 | New | Q4 2025 | Feb 11, 2026 |
| Kovack Advisors, Inc. | History | Added to | 1,765 | 219 | 0.01% | 0.02% | 309 | +172 | 10.8% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | New | 1,753 | 217 | 0.0% | — | 311 | +1,753 | New | Q4 2025 | Feb 13, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 1,745 | 216 | 0.0% | 0.0% | 313 | +1,455 | 501.72% | Q4 2025 | Jan 27, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 1,740 | 216 | 0.0% | 0.0% | 312 | -48 | -2.68% | Q4 2025 | Feb 02, 2026 |
| Vontobel Holding Ltd. | History | New | 1,732 | 215 | 0.0% | — | 314 | +1,732 | New | Q4 2025 | Feb 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 1,722 | 213 | 0.07% | 0.28% | 315 | +670 | 63.69% | Q4 2025 | Jan 20, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 1,706 | 211 | 0.0% | 0.0% | 318 | +218 | 14.65% | Q4 2025 | Jan 21, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 1,706 | 211 | 0.0% | 0.0% | 317 | -85 | -4.75% | Q4 2025 | Feb 03, 2026 |
| AVALON CAPITAL MANAGEMENT | History | No change | 1,700 | 211 | 0.05% | 0.06% | 316 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Koshinski Asset Management, Inc. | History | New | 1,683 | 209 | 0.01% | — | 319 | +1,683 | New | Q4 2025 | Feb 03, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 1,679 | 208 | 0.07% | 0.15% | 320 | -1,679 | -50.0% | Q4 2025 | Feb 03, 2026 |
| Sovran Advisors, LLC | History | New | 1,437 | 208 | 0.02% | — | 321 | +1,437 | New | Q4 2025 | Jan 20, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | New | 1,655 | 205 | 0.0% | — | 322 | +1,655 | New | Q4 2025 | Feb 06, 2026 |
| Savant Capital, LLC | History | Added to | 1,643 | 204 | 0.0% | 0.0% | 323 | +22 | 1.36% | Q4 2025 | Feb 10, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 1,619 | 201 | 0.0% | 0.01% | 324 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Truepoint, Inc. | History | No change | 1,617 | 200 | 0.0% | 0.01% | 325 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Price Capital Management, Inc. | History | Reduced | 1,500 | 199 | 1.45% | 8.96% | 326 | -54,720 | -97.33% | Q4 2025 | Feb 03, 2026 |
| MOTCO | History | Added to | 1,412 | 175 | 0.02% | 0.0% | 327 | +1,365 | 2904.26% | Q4 2025 | Feb 06, 2026 |
| NBC SECURITIES, INC. | History | Added to | 1,313 | 163 | 0.01% | 0.01% | 328 | +496 | 60.71% | Q4 2025 | Jan 29, 2026 |
| MAI Capital Management | History | Added to | 1,312 | 162 | 0.0% | 0.0% | 329 | +25 | 1.94% | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,242 | 154 | 0.01% | 0.0% | 331 | +763 | 159.29% | Q4 2025 | Jan 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,240 | 154 | 0.0% | 0.0% | 330 | -104 | -7.74% | Q4 2025 | Feb 11, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,236 | 153 | 0.01% | 0.01% | 332 | +332 | 36.73% | Q4 2025 | Jan 26, 2026 |
| Chung Wu Investment Group, LLC | History | Added to | 1,230 | 152 | 0.12% | 0.1% | 333 | +330 | 36.67% | Q4 2025 | Feb 02, 2026 |
| ADIRONDACK TRUST CO | History | Added to | 1,192 | 148 | 0.05% | 0.05% | 334 | +75 | 6.71% | Q4 2025 | Jan 08, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 1,175 | 145 | 0.0% | 0.0% | 335 | +145 | 14.08% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,159 | 143 | 0.01% | 0.01% | 336 | +59 | 5.36% | Q4 2025 | Feb 06, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 1,039 | 128 | 0.01% | 0.01% | 337 | +39 | 3.9% | Q4 2025 | Feb 20, 2026 |
| MILLER WEALTH ADVISORS, LLC | History | No change | 900 | 111 | 0.04% | 0.05% | 338 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Strengthening Families & Communities, LLC | History | Added to | 883 | 109 | 0.04% | 0.01% | 339 | +704 | 393.3% | Q4 2025 | Feb 03, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 882 | 109 | 0.0% | 0.0% | 340 | +406 | 85.29% | Q4 2025 | Feb 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 853 | 105 | 0.0% | 0.0% | 341 | +113 | 15.27% | Q4 2025 | Feb 09, 2026 |
| Winch Advisory Services, LLC | History | New | 747 | 92 | 0.02% | — | 342 | +747 | New | Q4 2025 | Feb 03, 2026 |
| OPTIMA CAPITAL LLC | History | New | 740 | 91 | 0.04% | — | 344 | +740 | New | Q4 2025 | Jan 23, 2026 |
| AlphaCore Capital LLC | History | Added to | 733 | 91 | 0.0% | 0.0% | 343 | +26 | 3.68% | Q4 2025 | Feb 05, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 700 | 86 | 0.02% | 0.02% | 345 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 676 | 83 | 0.03% | 0.03% | 346 | +28 | 4.32% | Q4 2025 | Jan 22, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 657 | 81 | 0.01% | 0.01% | 347 | +14 | 2.18% | Q4 2025 | Feb 18, 2026 |
| Financial Freedom, LLC | History | Added to | 609 | 75 | 0.04% | 0.03% | 348 | +117 | 23.78% | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 591 | 73 | 0.0% | 0.0% | 349 | +411 | 228.33% | Q4 2025 | Feb 10, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 533 | 66 | 0.0% | 0.0% | 350 | +431 | 422.55% | Q4 2025 | Feb 12, 2026 |
| Whipplewood Advisors, LLC | History | New | 527 | 65 | 0.04% | — | 352 | +527 | New | Q4 2025 | Feb 17, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 527 | 65 | 0.04% | 0.04% | 351 | +117 | 28.54% | Q4 2025 | Jan 14, 2026 |
| US BANCORP \DE\ | History | Added to | 522 | 64 | 0.0% | 0.0% | 353 | +2 | 0.38% | Q4 2025 | Jan 30, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 514 | 63 | 0.0% | 0.0% | 354 | +164 | 46.86% | Q4 2025 | Feb 04, 2026 |
| Centennial Bank/AR/ | History | Reduced | 500 | 62 | 0.02% | 0.06% | 356 | -700 | -58.33% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 504 | 62 | 0.0% | 0.0% | 355 | +137 | 37.33% | Q4 2025 | Feb 17, 2026 |
| Brentview Investment Management LLC | History | No change | 500 | 62 | 0.03% | 0.03% | 357 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WEBSTER BANK, N. A. | History | New | 483 | 59 | 0.01% | — | 358 | +483 | New | Q4 2025 | Jan 23, 2026 |
| EPG Wealth Management LLC | History | Added to | 470 | 58 | 0.02% | 0.02% | 359 | +12 | 2.62% | Q4 2025 | Jan 28, 2026 |
| Newbridge Financial Services Group, Inc. | History | New | 459 | 57 | 0.01% | — | 360 | +459 | New | Q4 2025 | Jan 21, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Added to | 382 | 47 | 0.01% | 0.0% | 361 | +349 | 1057.58% | Q4 2025 | Feb 05, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | New | 362 | 44 | 0.01% | — | 363 | +362 | New | Q4 2025 | Feb 17, 2026 |
| Coastline Trust Co | History | New | 361 | 44 | 0.0% | — | 362 | +361 | New | Q4 2025 | Jan 05, 2026 |
| Banque Cantonale Vaudoise | History | New | 350 | 43 | 0.0% | — | 364 | +350 | New | Q4 2025 | Feb 06, 2026 |
| Sound Income Strategies, LLC | History | Added to | 285 | 42 | 0.0% | 0.0% | 365 | +265 | 1325.0% | Q4 2025 | Jan 21, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 340 | 42 | 0.01% | 0.01% | 366 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| First PREMIER Bank | History | New | 300 | 37 | 0.01% | — | 367 | +300 | New | Q4 2025 | Jan 23, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 300 | 37 | 0.02% | 0.03% | 368 | -300 | -50.0% | Q4 2025 | Feb 18, 2026 |
| Bangor Savings Bank | History | New | 285 | 35 | 0.0% | — | 369 | +285 | New | Q4 2025 | Jan 16, 2026 |
| Nalls Sherbakoff Group, LLC | History | Added to | 281 | 34 | 0.02% | 0.02% | 370 | +7 | 2.55% | Q4 2025 | Mar 12, 2026 |
| Advantage Trust Co | History | New | 270 | 33 | 0.01% | — | 371 | +270 | New | Q4 2025 | Jan 29, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 261 | 32 | 0.0% | 0.01% | 372 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Cheviot Value Management, LLC | History | Reduced | 184 | 30 | 0.0% | 0.01% | 373 | -156 | -45.88% | Q4 2025 | Feb 03, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Added to | 225 | 27 | 0.01% | 0.01% | 374 | +3 | 1.35% | Q4 2025 | Jan 23, 2026 |
| Pandora Wealth, Inc. | History | No change | 225 | 27 | 0.02% | 0.02% | 375 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | No change | 216 | 26 | 0.01% | 0.01% | 376 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WPG Advisers, LLC | History | Added to | 200 | 24 | 0.02% | 0.0% | 378 | +175 | 700.0% | Q4 2025 | Jan 28, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 200 | 24 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 186 | 23 | 0.0% | 0.0% | 379 | +73 | 64.6% | Q4 2025 | Feb 10, 2026 |
| Activest Wealth Management | History | Added to | 187 | 23 | 0.0% | 0.0% | 380 | +33 | 21.43% | Q4 2025 | Jan 30, 2026 |
| Meramec Financial Planners, LLC | History | New | 153 | 21 | 0.01% | — | 382 | +153 | New | Q4 2025 | Feb 10, 2026 |
| Tidemark, LLC | History | Added to | 169 | 21 | 0.01% | 0.01% | 381 | +4 | 2.42% | Q4 2025 | Feb 10, 2026 |
| Crewe Advisors LLC | History | Added to | 163 | 20 | 0.0% | 0.0% | 383 | +4 | 2.52% | Q4 2025 | Jan 16, 2026 |
| Midwest Capital Advisors, LLC | History | New | 155 | 19 | 0.01% | — | 385 | +155 | New | Q4 2025 | Jan 29, 2026 |
| Centerpoint Advisors, LLC | History | No change | 150 | 19 | 0.01% | 0.01% | 384 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| North Star Investment Management Corp. | History | No change | 145 | 18 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| WealthShield Partners, LLC | History | New | 143 | 17 | 0.0% | — | 387 | +143 | New | Q4 2025 | Feb 03, 2026 |
| Northwest Capital Management Inc | History | New | 132 | 16 | 0.07% | — | 388 | +132 | New | Q4 2025 | Jan 26, 2026 |
| Biltmore Family Office, LLC | History | New | 132 | 16 | 0.0% | — | 389 | +132 | New | Q4 2025 | Feb 04, 2026 |
| SageView Advisory Group, LLC | History | New | 125 | 15 | 0.0% | — | 390 | +125 | New | Q4 2025 | Feb 17, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 128 | 15 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| CX Institutional | History | New | 113 | 14 | 0.0% | — | 392 | +113 | New | Q4 2025 | Feb 02, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 117 | 14 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Ancora Advisors LLC | History | No change | 106 | 13 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Basepoint Wealth LLC | History | New | 102 | 12 | 0.01% | — | 396 | +102 | New | Q4 2025 | Feb 10, 2026 |
| Smartleaf Asset Management LLC | History | New | 100 | 12 | 0.0% | — | 395 | +100 | New | Q4 2025 | Feb 13, 2026 |
| Networth Advisors, LLC | History | New | 95 | 11 | 0.01% | — | 397 | +95 | New | Q4 2025 | Jan 22, 2026 |
| Lodestone Wealth Management LLC | History | New | 87 | 10 | 0.0% | — | 398 | +87 | New | Q4 2025 | Jan 15, 2026 |
| Cresta Advisors, Ltd. | History | New | 80 | 9 | 0.0% | — | 403 | +80 | New | Q4 2025 | Feb 03, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 76 | 9 | 0.0% | 0.0% | 402 | -39 | -33.91% | Q4 2025 | Feb 11, 2026 |
| HOWE & RUSLING INC | History | Added to | 80 | 9 | 0.0% | 0.0% | 400 | +20 | 33.33% | Q4 2025 | Feb 17, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 75 | 9 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 80 | 9 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Arlington Trust Co LLC | History | No change | 80 | 9 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 70 | 8 | 0.0% | — | 405 | +70 | New | Q4 2025 | Feb 18, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 62 | 7 | 0.0% | 0.0% | 406 | +32 | 106.67% | Q4 2025 | Jan 22, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | No change | 61 | 7 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 50 | 6 | 0.0% | 0.0% | 408 | -500 | -90.91% | Q4 2025 | Feb 12, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 42 | 5 | 0.01% | 0.01% | 409 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Concord Wealth Partners | History | New | 36 | 4 | 0.0% | — | 411 | +36 | New | Q4 2025 | Jan 29, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 37 | 4 | 0.0% | 0.0% | 410 | -18 | -32.73% | Q4 2025 | Jan 29, 2026 |
| SUMMER ROAD LLC | History | Added to | 31 | 3 | 0.0% | 0.0% | 412 | +1 | 3.33% | Q4 2025 | Feb 11, 2026 |
| Graney & King, LLC | History | Added to | 29 | 3 | 0.0% | 0.0% | 413 | +1 | 3.57% | Q4 2025 | Feb 13, 2026 |
| Cape Investment Advisory, Inc. | History | New | 24 | 2 | 0.0% | — | 417 | +24 | New | Q4 2025 | Feb 17, 2026 |
| Global Wealth Strategies & Associates | History | New | 17 | 2 | 0.0% | — | 416 | +17 | New | Q4 2025 | Jan 02, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 21 | 2 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 20 | 2 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | No change | 17 | 2 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Millstone Evans Group, LLC | History | No change | 21 | 2 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 16 | 1 | 0.0% | — | 421 | +16 | New | Q4 2025 | Feb 10, 2026 |
| Navigoe, LLC | History | New | 13 | 1 | 0.0% | — | 423 | +13 | New | Q4 2025 | Feb 03, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 12 | 1 | 0.0% | — | 424 | +12 | New | Q4 2025 | Feb 11, 2026 |
| St. Johns Investment Management Company, LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SCOPUS ASSET MANAGEMENT, L.P. | History | Closed out | 0 | 0 | — | 0.07% | — | -37,264 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -23,131 | -100.0% | Q3 2025 | Oct 23, 2025 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,980 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Telligent Fund, LP | History | Closed out | 0 | 0 | — | 1.53% | — | -13,200 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Black Swift Group, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -9,495 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -9,292 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MATAURO, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -8,664 | -100.0% | Q3 2025 | Oct 10, 2025 |
| GeoWealth Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -8,336 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,200 | -100.0% | Q3 2025 | Mar 30, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Closed out | 0 | 0 | — | 0.28% | — | -5,287 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,209 | -100.0% | Q3 2025 | Nov 10, 2025 |
| SCOTIA CAPITAL INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,764 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Mayflower Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,614 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Game Plan Financial Advisors, LLC | History | Reduced | 5 | 0 | — | 0.19% | — | -3,292 | -99.85% | Q4 2025 | Jan 14, 2026 |
| Castleview Partners, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -2,464 | -100.0% | Q3 2025 | Oct 10, 2025 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.07% | — | -2,300 | -100.0% | Q3 2025 | Nov 13, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,092 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Closed out | 0 | 0 | — | 0.03% | — | -2,035 | -100.0% | Q3 2025 | Oct 24, 2025 |
| OMERS ADMINISTRATION Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -2,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Trilogy Capital Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,517 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Outlook Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,491 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Stratos Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,488 | -100.0% | Q3 2025 | Nov 06, 2025 |
| JOHNSON INVESTMENT COUNSEL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,475 | -100.0% | Q3 2025 | Nov 06, 2025 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,315 | -100.0% | Q3 2025 | Oct 23, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,056 | -100.0% | Q3 2025 | Nov 03, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -751 | -100.0% | Q3 2025 | Oct 09, 2025 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -380 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Founders Financial Alliance, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -333 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Princeton Global Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -98 | -100.0% | Q3 2025 | Oct 09, 2025 |
| SIGNATUREFD, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -76 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Gen-Wealth Partners Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Beacon Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8 | -100.0% | Q3 2025 | Oct 29, 2025 |
| CURIO WEALTH, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 11, 2026 |
| GHP Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Clearstead Advisors, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 09, 2026 |
| Darwin Wealth Management, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| American Capital Advisory, LLC | History | No change | 8 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Rossby Financial, LCC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |