Nushares ETF Trust - NUSC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 6,162,838 | 275,170 | 0.02% | 0.02% | 1 | -117,311 | -1.87% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 1,479,568 | 66,062 | 0.1% | 0.09% | 2 | +295,128 | 24.92% | Q4 2025 | Feb 18, 2026 |
| Abacus Wealth Partners, LLC | History | Added to | 1,405,775 | 62,788 | 6.16% | 8.54% | 3 | +59,834 | 4.45% | Q4 2025 | Feb 05, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 1,382,602 | 61,733 | 0.15% | 0.16% | 4 | -112,666 | -7.53% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Reduced | 1,068,910 | 47,726 | 0.0% | 0.0% | 5 | -55,949 | -4.97% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,035,383 | 46,230 | 0.01% | — | 6 | +1,035,383 | New | Q4 2025 | Feb 17, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 818,426 | 36,542 | 0.73% | 0.7% | 7 | +22,234 | 2.79% | Q4 2025 | Feb 05, 2026 |
| LPL Financial LLC | History | Reduced | 598,713 | 26,732 | 0.01% | 0.01% | 8 | -26,613 | -4.26% | Q4 2025 | Feb 11, 2026 |
| Boston Common Asset Management, LLC | History | New | 444,826 | 19,861 | 1.01% | — | 9 | +444,826 | New | Q4 2025 | Jan 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 351,305 | 15,685 | 0.0% | 0.0% | 10 | -3,864 | -1.09% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Reduced | 338,655 | 15,120 | 0.0% | 0.0% | 11 | -3,826 | -1.12% | Q4 2025 | Jan 29, 2026 |
| North Berkeley Wealth Management, LLC | History | Reduced | 285,704 | 12,756 | 7.52% | 9.96% | 12 | -634 | -0.22% | Q4 2025 | Feb 10, 2026 |
| First Pacific Financial | History | Added to | 265,387 | 11,849 | 1.55% | 1.57% | 13 | +9,868 | 3.86% | Q4 2025 | Jan 16, 2026 |
| ASSETMARK, INC | History | Added to | 259,489 | 11,586 | 0.02% | 0.0% | 14 | +247,421 | 2050.22% | Q4 2025 | Jan 23, 2026 |
| Corient Private Wealth LLC | History | Reduced | 249,646 | 11,146 | 0.02% | 0.02% | 15 | -8,528 | -3.3% | Q4 2025 | Mar 09, 2026 |
| Creative Planning | History | Added to | 234,296 | 10,461 | 0.01% | 0.01% | 16 | +13,179 | 5.96% | Q4 2025 | Feb 17, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 221,614 | 9,895 | 0.28% | 0.12% | 17 | +178,623 | 415.49% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 214,344 | 9,570 | 0.0% | 0.0% | 18 | +3,159 | 1.5% | Q4 2025 | Feb 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 208,227 | 9,297 | 0.0% | 0.0% | 19 | +12,146 | 6.19% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 198,534 | 8,864 | 0.0% | 0.0% | 20 | +8,222 | 4.32% | Q4 2025 | Feb 17, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 192,701 | 8,604 | 0.11% | 0.12% | 21 | -6,505 | -3.27% | Q4 2025 | Feb 09, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 163,254 | 7,289 | 0.01% | 0.01% | 22 | +22,825 | 16.25% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 152,356 | 6,800 | 0.0% | 0.0% | 23 | +4,292 | 2.9% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 136,567 | 6,097 | 0.02% | — | 24 | +136,567 | New | Q4 2025 | Feb 05, 2026 |
| Allodium Investment Consultants, LLC | History | Reduced | 136,311 | 6,086 | 3.08% | 3.45% | 25 | -2,384 | -1.72% | Q4 2025 | Jan 14, 2026 |
| DeDora Capital, Inc. | History | Added to | 132,575 | 5,919 | 1.4% | 1.4% | 26 | +970 | 0.74% | Q4 2025 | Jan 22, 2026 |
| Colorado Capital Management, Inc. | History | Reduced | 130,720 | 5,837 | 2.19% | 2.27% | 27 | -2,460 | -1.85% | Q4 2025 | Jan 23, 2026 |
| TrueWealth Financial Partners | History | New | 124,591 | 5,562 | 4.59% | — | 28 | +124,591 | New | Q4 2025 | Feb 05, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | New | 124,566 | 5,561 | 4.59% | — | 29 | +124,566 | New | Q4 2025 | Feb 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 122,186 | 5,455 | 0.01% | 0.01% | 30 | -5,287 | -4.15% | Q4 2025 | Feb 12, 2026 |
| Palisades Hudson Asset Management, L.P. | History | Added to | 107,969 | 4,821 | 1.87% | 1.58% | 31 | +8,993 | 9.09% | Q4 2025 | Jan 30, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 103,937 | 4,640 | 0.03% | 0.04% | 32 | +5,149 | 5.21% | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | History | Reduced | 98,076 | 4,379 | 0.0% | 0.01% | 33 | -1,443 | -1.45% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 96,868 | 4,325 | 0.01% | 0.0% | 34 | +76,964 | 386.68% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 91,976 | 4,274 | 0.01% | 0.01% | 35 | -5,091 | -5.24% | Q4 2025 | Jan 08, 2026 |
| LongView Asset Management LLC | History | Reduced | 91,374 | 4,079 | 2.84% | 2.85% | 36 | -2,144 | -2.29% | Q4 2025 | Feb 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 87,435 | 3,903 | 0.0% | 0.0% | 37 | +14,579 | 20.01% | Q4 2025 | Feb 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 87,001 | 3,884 | 0.0% | 0.0% | 38 | +7,307 | 9.17% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 85,464 | 3,815 | 0.01% | 0.01% | 39 | +4,154 | 5.11% | Q4 2025 | Mar 16, 2026 |
| Ameritas Advisory Services, LLC | History | New | 84,831 | 3,787 | 0.14% | — | 40 | +84,831 | New | Q4 2025 | Feb 04, 2026 |
| BSW Wealth Partners | History | Reduced | 82,832 | 3,698 | 0.44% | 0.46% | 41 | -1,693 | -2.0% | Q4 2025 | Jan 23, 2026 |
| Rossby Financial, LCC | History | Reduced | 77,805 | 3,473 | 1.07% | 1.15% | 42 | -1,595 | -2.01% | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 71,377 | 3,187 | 0.01% | 0.01% | 43 | -4,728 | -6.21% | Q4 2025 | Feb 05, 2026 |
| Clarity Wealth Development LLC | History | Added to | 70,724 | 3,157 | 2.67% | 2.88% | 44 | +131 | 0.19% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 70,164 | 3,132 | 0.0% | 0.0% | 45 | -1,423 | -1.99% | Q4 2025 | Feb 11, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 67,088 | 2,995 | 0.01% | 0.01% | 46 | -2,395 | -3.45% | Q4 2025 | Feb 18, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 63,471 | 2,833 | 0.11% | 0.1% | 47 | +4,656 | 7.92% | Q4 2025 | Jan 29, 2026 |
| SilverOak Wealth Management LLC | History | Added to | 60,854 | 2,717 | 0.43% | 0.41% | 48 | +5,919 | 10.77% | Q4 2025 | Jan 28, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | New | 57,527 | 2,568 | 1.34% | — | 49 | +57,527 | New | Q4 2025 | Feb 12, 2026 |
| Arlington Financial Advisors, LLC | History | Reduced | 56,291 | 2,513 | 0.36% | 0.38% | 50 | -2,715 | -4.6% | Q4 2025 | Jan 12, 2026 |
| WHITTIER TRUST CO | History | Reduced | 53,560 | 2,489 | 0.03% | 0.03% | 51 | -2,520 | -4.49% | Q4 2025 | Jan 26, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 55,430 | 2,474 | 0.03% | 0.03% | 52 | -9,831 | -15.06% | Q4 2025 | Feb 12, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 51,982 | 2,320 | 0.2% | 0.2% | 53 | +1,083 | 2.13% | Q4 2025 | Feb 12, 2026 |
| XY Planning Network, Inc. | History | Added to | 49,271 | 2,199 | 0.38% | 0.64% | 54 | +3,125 | 6.77% | Q4 2025 | Jan 26, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 46,882 | 2,093 | 0.02% | 0.03% | 55 | -5,262 | -10.09% | Q4 2025 | Jan 21, 2026 |
| Corundum Group, Inc. | History | Reduced | 46,136 | 2,059 | 0.69% | 1.04% | 56 | -11,530 | -19.99% | Q4 2025 | Jan 12, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 45,258 | 2,020 | 0.04% | 0.04% | 57 | -1,862 | -3.95% | Q4 2025 | Feb 17, 2026 |
| IMPACTfolio, LLC | History | Added to | 45,099 | 2,013 | 0.85% | 0.82% | 58 | +2,128 | 4.95% | Q4 2025 | Jan 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 42,417 | 1,893 | 0.01% | 0.01% | 59 | +109 | 0.26% | Q4 2025 | Feb 06, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 40,642 | 1,888 | 0.04% | 0.04% | 60 | -4,624 | -10.22% | Q4 2025 | Jan 26, 2026 |
| Stonehearth Capital Management, LLC | History | Reduced | 41,975 | 1,874 | 0.69% | 0.72% | 61 | -71 | -0.17% | Q4 2025 | Jan 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 41,898 | 1,870 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | Added to | 41,011 | 1,831 | 0.06% | 0.06% | 63 | +104 | 0.25% | Q4 2025 | Feb 17, 2026 |
| Westfuller Advisors, LLC | History | Added to | 36,656 | 1,636 | 0.66% | 0.73% | 64 | +371 | 1.02% | Q4 2025 | Jan 21, 2026 |
| Pioneer Wealth Management Group | History | Added to | 33,679 | 1,503 | 0.46% | 0.46% | 65 | +1,437 | 4.46% | Q4 2025 | Jan 12, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Reduced | 33,266 | 1,485 | 0.22% | 0.23% | 66 | -1,506 | -4.33% | Q4 2025 | Jan 27, 2026 |
| Revolve Wealth Partners, LLC | History | Added to | 32,613 | 1,456 | 0.17% | 0.17% | 67 | +1,088 | 3.45% | Q4 2025 | Jan 20, 2026 |
| Pathstone Holdings, LLC | History | New | 32,283 | 1,441 | 0.01% | — | 68 | +32,283 | New | Q4 2025 | Feb 13, 2026 |
| Xena Financial Planning, LLC | History | New | 31,350 | 1,399 | 1.64% | — | 69 | +31,350 | New | Q4 2025 | Jan 15, 2026 |
| WealthShield Partners, LLC | History | Added to | 30,324 | 1,353 | 0.15% | 0.15% | 70 | +57 | 0.19% | Q4 2025 | Feb 03, 2026 |
| HighTower Advisors, LLC | History | Reduced | 29,675 | 1,324 | 0.0% | 0.0% | 71 | -590 | -1.95% | Q4 2025 | Feb 06, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 29,376 | 1,311 | 0.3% | 0.32% | 72 | -1,753 | -5.63% | Q4 2025 | Jan 15, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 27,953 | 1,248 | 0.01% | 0.01% | 73 | -2,393 | -7.89% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 27,302 | 1,219 | 0.02% | 0.03% | 74 | -2,788 | -9.27% | Q4 2025 | Feb 09, 2026 |
| Focus Partners Wealth | History | Added to | 27,184 | 1,213 | 0.0% | 0.0% | 75 | +2,068 | 8.23% | Q4 2025 | Feb 13, 2026 |
| Equita Financial Network, Inc. | History | Added to | 25,770 | 1,150 | 0.35% | 0.31% | 76 | +4,758 | 22.64% | Q4 2025 | Jan 29, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 25,533 | 1,140 | 0.16% | 0.16% | 77 | +2,046 | 8.71% | Q4 2025 | Jan 21, 2026 |
| One Capital Management, LLC | History | Added to | 25,187 | 1,124 | 0.03% | 0.03% | 78 | +5,192 | 25.97% | Q4 2025 | Feb 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 23,885 | 1,066 | 0.0% | 0.0% | 79 | +18,694 | 360.12% | Q4 2025 | Feb 17, 2026 |
| GeoWealth Management, LLC | History | Reduced | 23,755 | 1,060 | 0.04% | 0.06% | 80 | -16,560 | -41.08% | Q4 2025 | Feb 17, 2026 |
| Neumann Capital Management, LLC | History | Added to | 23,619 | 1,054 | 0.3% | 0.3% | 81 | +350 | 1.5% | Q4 2025 | Jan 14, 2026 |
| Mariner, LLC | History | Reduced | 23,120 | 1,032 | 0.0% | 0.0% | 82 | -990 | -4.11% | Q4 2025 | Feb 13, 2026 |
| Addison Advisors LLC | History | No change | 22,565 | 1,007 | 0.23% | 0.23% | 83 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SGL Investment Advisors, Inc. | History | Added to | 20,625 | 967 | 0.39% | 0.37% | 84 | +813 | 4.1% | Q4 2025 | Feb 06, 2026 |
| Betterment LLC | History | Reduced | 21,127 | 943 | 0.0% | 0.0% | 85 | -531 | -2.45% | Q4 2025 | Feb 12, 2026 |
| Silver Oak Advisory Group, Inc. | History | Added to | 20,989 | 937 | 0.42% | 0.37% | 86 | +2,385 | 12.82% | Q4 2025 | Feb 03, 2026 |
| UMB Bank, n.a. | History | Reduced | 20,941 | 935 | 0.01% | 0.01% | 87 | -57 | -0.27% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 20,761 | 926 | 0.01% | 0.01% | 88 | -52 | -0.25% | Q4 2025 | Feb 02, 2026 |
| Advisory Services Network, LLC | History | Reduced | 20,705 | 924 | 0.01% | 0.01% | 89 | -1,722 | -7.68% | Q4 2025 | Feb 17, 2026 |
| VICUS CAPITAL | History | Reduced | 20,564 | 918 | 0.07% | 0.09% | 90 | -6,655 | -24.45% | Q4 2025 | Jan 22, 2026 |
| Legacy Edge Advisors, LLC | History | New | 20,531 | 916 | 0.1% | — | 91 | +20,531 | New | Q4 2025 | Feb 02, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 20,337 | 908 | 0.05% | 0.06% | 92 | -268 | -1.3% | Q4 2025 | Jan 28, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 19,420 | 867 | 0.01% | 0.02% | 93 | -1,873 | -8.8% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 19,350 | 864 | 0.0% | 0.0% | 94 | -3,162 | -14.05% | Q4 2025 | Feb 17, 2026 |
| Brio Consultants, LLC | History | Reduced | 19,247 | 859 | 0.11% | 0.13% | 95 | -2,476 | -11.4% | Q4 2025 | Feb 04, 2026 |
| RVW Wealth, LLC | History | Reduced | 18,388 | 821 | 0.06% | 0.06% | 96 | -116 | -0.63% | Q4 2025 | Jan 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 17,753 | 792 | 0.0% | 0.0% | 97 | +1,153 | 6.95% | Q4 2025 | Feb 10, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 17,601 | 785 | 0.1% | 0.1% | 98 | -1,594 | -8.3% | Q4 2025 | Jan 27, 2026 |
| &PARTNERS | History | Added to | 17,407 | 777 | 0.0% | 0.0% | 99 | +3,280 | 23.22% | Q4 2025 | Feb 17, 2026 |
| Midwest Trust Co | History | No change | 16,700 | 745 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| SK Wealth Management, LLC | History | Reduced | 15,625 | 742 | 0.21% | 0.6% | 101 | -20,808 | -57.11% | Q4 2025 | Jan 30, 2026 |
| CX Institutional | History | Added to | 16,030 | 716 | 0.02% | 0.02% | 102 | +2,423 | 17.81% | Q4 2025 | Feb 02, 2026 |
| Evolution Advisers, Inc. | History | Added to | 16,029 | 715 | 0.31% | 0.32% | 103 | +44 | 0.28% | Q4 2025 | Jan 23, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 15,940 | 711 | 0.1% | 0.09% | 104 | +1,811 | 12.82% | Q4 2025 | Feb 09, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 15,851 | 708 | 0.0% | 0.0% | 105 | +10,805 | 214.13% | Q4 2025 | Feb 05, 2026 |
| Mutual Advisors, LLC | History | Reduced | 15,699 | 700 | 0.02% | 0.02% | 107 | -526 | -3.24% | Q4 2025 | Feb 02, 2026 |
| BOKF, NA | History | Reduced | 15,685 | 700 | 0.01% | 0.01% | 106 | -25 | -0.16% | Q4 2025 | Feb 03, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 15,556 | 694 | 0.02% | 0.07% | 108 | -36,700 | -70.23% | Q4 2025 | Jan 09, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 15,463 | 690 | 0.02% | 0.02% | 109 | +483 | 3.22% | Q4 2025 | Feb 13, 2026 |
| TriaGen Wealth Management LLC | History | No change | 15,320 | 684 | 0.18% | 0.18% | 110 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Shotwell Rutter Baer Inc | History | Reduced | 14,434 | 670 | 0.4% | 0.42% | 111 | -143 | -0.98% | Q4 2025 | Jan 12, 2026 |
| McCartney Wealth Management LLC | History | New | 14,446 | 645 | 0.56% | — | 112 | +14,446 | New | Q4 2025 | Feb 17, 2026 |
| Laurel Wealth Planning LLC | History | Reduced | 14,123 | 630 | 0.35% | 0.34% | 113 | -596 | -4.05% | Q4 2025 | Jan 23, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 14,099 | 629 | 0.01% | 0.01% | 114 | +16 | 0.11% | Q4 2025 | Jan 20, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 13,648 | 609 | 0.0% | 0.0% | 115 | -761 | -5.28% | Q4 2025 | Feb 17, 2026 |
| Destination Wealth Management | History | Added to | 13,414 | 598 | 0.02% | 0.02% | 116 | +185 | 1.4% | Q4 2025 | Feb 13, 2026 |
| Painted Porch Advisors LLC | History | New | 13,342 | 595 | 0.24% | — | 117 | +13,342 | New | Q4 2025 | Mar 19, 2026 |
| Sage Advisory Services, Ltd.Co. | History | No change | 12,969 | 579 | 0.32% | 0.3% | 118 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 12,787 | 571 | 0.0% | 0.0% | 119 | +2,695 | 26.7% | Q4 2025 | Feb 10, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 12,447 | 555 | 0.04% | 0.04% | 120 | +71 | 0.57% | Q4 2025 | Feb 11, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 12,402 | 553 | 0.0% | 0.0% | 121 | +51 | 0.41% | Q4 2025 | Feb 12, 2026 |
| Bensler, LLC | History | Added to | 12,236 | 546 | 0.05% | 0.06% | 122 | +60 | 0.49% | Q4 2025 | Feb 04, 2026 |
| Savant Capital, LLC | History | Reduced | 12,137 | 541 | 0.0% | 0.0% | 123 | -579 | -4.55% | Q4 2025 | Feb 10, 2026 |
| Evergreen Private Wealth LLC | History | Reduced | 12,023 | 536 | 0.21% | 0.22% | 124 | -207 | -1.69% | Q4 2025 | Jan 28, 2026 |
| Falcon Wealth Planning | History | Reduced | 11,231 | 501 | 0.04% | 0.04% | 125 | -24 | -0.21% | Q4 2025 | Feb 03, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 10,902 | 486 | 0.0% | 0.0% | 126 | -428 | -3.78% | Q4 2025 | Jan 29, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 10,435 | 465 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Private Advisor Group, LLC | History | Added to | 10,335 | 461 | 0.0% | 0.0% | 128 | +251 | 2.49% | Q4 2025 | Feb 17, 2026 |
| Carr Financial Group Corp | History | Added to | 10,219 | 456 | 0.12% | 0.12% | 129 | +104 | 1.03% | Q4 2025 | Jan 09, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 10,198 | 455 | 0.05% | 0.05% | 130 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 9,544 | 454 | 0.01% | 0.01% | 131 | +371 | 4.04% | Q4 2025 | Jan 28, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Reduced | 10,075 | 449 | 0.05% | 0.05% | 132 | -745 | -6.89% | Q4 2025 | Jan 20, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 9,936 | 443 | 0.0% | 0.0% | 133 | -2,545 | -20.39% | Q4 2025 | Feb 13, 2026 |
| NATURAL INVESTMENTS, LLC | History | New | 9,722 | 434 | 0.11% | — | 134 | +9,722 | New | Q4 2025 | Jan 23, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 9,608 | 428 | 0.05% | — | 135 | +9,608 | New | Q4 2025 | Jan 27, 2026 |
| Capasso Planning Partners LLC | History | Reduced | 9,482 | 423 | 0.23% | 0.27% | 136 | -477 | -4.79% | Q4 2025 | Feb 17, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Reduced | 9,473 | 422 | 0.04% | 0.04% | 137 | -570 | -5.68% | Q4 2025 | Jan 20, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 9,323 | 416 | 0.08% | 0.09% | 138 | -2,060 | -18.1% | Q4 2025 | Jan 21, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 9,300 | 415 | 0.2% | 0.22% | 139 | -946 | -9.23% | Q4 2025 | Feb 05, 2026 |
| McClarren Financial Advisors, Inc. | History | Added to | 5,056 | 407 | 0.24% | 0.24% | 140 | +630 | 14.23% | Q4 2025 | Jan 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 9,016 | 402 | 0.0% | 0.0% | 141 | +56 | 0.63% | Q4 2025 | Jan 26, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 8,981 | 401 | 0.02% | 0.02% | 142 | +12 | 0.13% | Q4 2025 | Jan 29, 2026 |
| Balanced Rock Investment Advisors LLC | History | Reduced | 8,949 | 399 | 0.28% | 0.29% | 143 | -164 | -1.8% | Q4 2025 | Feb 13, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 8,795 | 392 | 0.02% | 0.02% | 144 | +95 | 1.09% | Q4 2025 | Jan 14, 2026 |
| Ipsen Advisor Group LLC | History | Reduced | 8,625 | 385 | 0.27% | 0.29% | 145 | -595 | -6.45% | Q4 2025 | Feb 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 8,544 | 381 | 0.0% | 0.0% | 146 | +256 | 3.09% | Q4 2025 | Feb 13, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 8,493 | 379 | 0.01% | 0.01% | 147 | +140 | 1.68% | Q4 2025 | Feb 13, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 8,452 | 377 | 0.01% | 0.01% | 148 | -65 | -0.76% | Q4 2025 | Jan 16, 2026 |
| Capital Management Associates, Inc | History | New | 8,386 | 374 | 0.08% | — | 149 | +8,386 | New | Q4 2025 | Jan 21, 2026 |
| New Insight Wealth Advisors | History | Reduced | 8,384 | 374 | 0.13% | 0.15% | 150 | -418 | -4.75% | Q4 2025 | Feb 17, 2026 |
| CPC Advisors, LLC | History | New | 8,261 | 368 | 0.04% | — | 151 | +8,261 | New | Q4 2025 | Jan 28, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 8,092 | 361 | 0.01% | 0.01% | 152 | -176 | -2.13% | Q4 2025 | Jan 22, 2026 |
| Stordahl Capital Management, Inc. | History | Reduced | 8,081 | 360 | 0.07% | 0.08% | 153 | -140 | -1.7% | Q4 2025 | Jan 27, 2026 |
| WEST BANCORPORATION INC | History | No change | 7,986 | 356 | 0.19% | 0.2% | 154 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| EP Wealth Advisors, LLC | History | New | 7,972 | 355 | 0.0% | — | 155 | +7,972 | New | Q4 2025 | Feb 18, 2026 |
| MAI Capital Management | History | Reduced | 7,923 | 353 | 0.0% | 0.0% | 156 | -299 | -3.64% | Q4 2025 | Feb 13, 2026 |
| Trust Co | History | Added to | 7,893 | 352 | 0.03% | 0.03% | 157 | +913 | 13.08% | Q4 2025 | Jan 15, 2026 |
| Curtis Advisory Group, LLC | History | No change | 7,870 | 351 | 0.07% | 0.08% | 158 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Golden State Equity Partners | History | New | 7,718 | 344 | 0.06% | — | 159 | +7,718 | New | Q4 2025 | Jan 29, 2026 |
| Bond & Devick Financial Network, Inc. | History | Reduced | 7,662 | 342 | 0.1% | 0.1% | 160 | -140 | -1.79% | Q4 2025 | Jan 14, 2026 |
| Values Added Financial LLC | History | No change | 7,609 | 339 | 0.14% | 0.15% | 161 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Harrington Investments, INC | History | No change | 7,504 | 335 | 0.17% | 0.16% | 162 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| PFG Investments, LLC | History | Added to | 7,395 | 330 | 0.02% | 0.02% | 163 | +40 | 0.54% | Q4 2025 | Jan 26, 2026 |
| PFG Advisors | History | Added to | 7,341 | 327 | 0.02% | 0.01% | 165 | +42 | 0.58% | Q4 2025 | Jan 27, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 7,334 | 327 | 0.04% | 0.04% | 164 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CGC Financial Services, LLC | History | Reduced | 7,220 | 322 | 0.09% | 0.11% | 167 | -1,424 | -16.47% | Q4 2025 | Feb 03, 2026 |
| Smart Portfolios, LLC | History | Added to | 7,212 | 322 | 0.32% | 0.31% | 166 | +19 | 0.26% | Q4 2025 | Jan 30, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Added to | 7,174 | 320 | 0.21% | 0.2% | 168 | +37 | 0.52% | Q4 2025 | Feb 10, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 7,126 | 318 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Livet Wealth, LLC | History | New | 7,076 | 315 | 0.19% | — | 170 | +7,076 | New | Q4 2025 | Feb 13, 2026 |
| Capital Advantage, Inc. | History | Added to | 6,894 | 307 | 0.04% | 0.04% | 171 | +1,440 | 26.4% | Q4 2025 | Jan 07, 2026 |
| PW ADVISORS, LLC \ FL | History | New | 6,856 | 306 | 0.25% | — | 172 | +6,856 | New | Q4 2025 | Feb 17, 2026 |
| RFG Advisory, LLC | History | New | 6,794 | 303 | 0.01% | — | 173 | +6,794 | New | Q4 2025 | Feb 03, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 6,792 | 303 | 0.03% | 0.02% | 174 | +2,056 | 43.41% | Q4 2025 | Feb 06, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 6,437 | 287 | 0.08% | 0.15% | 175 | -6,142 | -48.83% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,293 | 281 | 0.0% | 0.0% | 176 | +1,367 | 27.75% | Q4 2025 | Jan 23, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 6,128 | 273 | 0.04% | 0.04% | 177 | +31 | 0.51% | Q4 2025 | Jan 26, 2026 |
| VestGen Advisors, LLC | History | Reduced | 6,114 | 272 | 0.01% | 0.02% | 178 | -4,878 | -44.38% | Q4 2025 | Feb 17, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 5,939 | 265 | 0.04% | 0.05% | 179 | -1,059 | -15.13% | Q4 2025 | Jan 20, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 5,929 | 264 | 0.0% | 0.0% | 180 | -2,296 | -27.91% | Q4 2025 | Feb 13, 2026 |
| FIRST MANHATTAN CO. LLC. | History | New | 5,800 | 258 | 0.0% | — | 181 | +5,800 | New | Q4 2025 | Feb 17, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 5,795 | 258 | 0.09% | 0.08% | 182 | +59 | 1.03% | Q4 2025 | Jan 13, 2026 |
| Columbia River Financial Group, LLC | History | Reduced | 5,682 | 253 | 0.16% | 0.16% | 183 | -243 | -4.1% | Q4 2025 | Feb 12, 2026 |
| McAdam, LLC | History | Reduced | 5,484 | 244 | 0.01% | 0.01% | 184 | -136 | -2.42% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 5,447 | 243 | 0.01% | — | 185 | +5,447 | New | Q4 2025 | Feb 17, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | No change | 5,384 | 240 | 0.03% | 0.03% | 186 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| HM PAYSON & CO | History | New | 5,353 | 239 | 0.0% | — | 187 | +5,353 | New | Q4 2025 | Feb 12, 2026 |
| Stonebridge Financial Group, LLC | History | No change | 5,288 | 236 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Financial Insights, Inc. | History | Reduced | 5,260 | 234 | 0.08% | 0.1% | 189 | -1,399 | -21.01% | Q4 2025 | Mar 31, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 5,207 | 232 | 0.06% | 0.06% | 190 | -68 | -1.29% | Q4 2025 | Jan 16, 2026 |
| CWC Advisors, LLC. | History | Added to | 5,158 | 230 | 0.11% | 0.11% | 191 | +3 | 0.06% | Q4 2025 | Jan 26, 2026 |
| ARROW FINANCIAL CORP | History | No change | 5,150 | 229 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Argyle Capital Partners, LLC | History | No change | 5,140 | 229 | 0.17% | 0.16% | 193 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Financial Planning Fort Collins, LLC | History | New | 5,051 | 225 | 0.2% | — | 194 | +5,051 | New | Q4 2025 | Feb 18, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 4,871 | 217 | 0.08% | 0.09% | 195 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | New | 4,775 | 213 | 0.06% | — | 196 | +4,775 | New | Q4 2025 | Feb 11, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Added to | 4,721 | 210 | 0.08% | 0.08% | 198 | +21 | 0.45% | Q4 2025 | Feb 06, 2026 |
| Sage Mountain Advisors LLC | History | No change | 4,725 | 210 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Continuum Advisory, LLC | History | New | 4,506 | 201 | 0.02% | — | 199 | +4,506 | New | Q4 2025 | Feb 11, 2026 |
| Larson Financial Group LLC | History | Reduced | 4,455 | 198 | 0.01% | 0.01% | 200 | -782 | -14.93% | Q4 2025 | Feb 06, 2026 |
| ABOUND FINANCIAL, LLC | History | Reduced | 4,439 | 198 | 0.08% | 0.08% | 201 | -248 | -5.29% | Q4 2025 | Feb 17, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 4,034 | 180 | 0.15% | 0.16% | 202 | +41 | 1.03% | Q4 2025 | Jan 26, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 3,469 | 154 | 0.0% | 0.0% | 203 | -1,179 | -25.37% | Q4 2025 | Feb 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 3,209 | 143 | 0.01% | — | 205 | +3,209 | New | Q4 2025 | Jan 21, 2026 |
| Manchester Capital Management LLC | History | No change | 3,203 | 143 | 0.02% | 0.02% | 204 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 3,153 | 140 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 2,966 | 132 | 0.05% | 0.05% | 207 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 2,898 | 129 | 0.01% | 0.01% | 208 | -167 | -5.45% | Q4 2025 | Feb 03, 2026 |
| Millstone Evans Group, LLC | History | Added to | 2,711 | 121 | 0.07% | 0.06% | 209 | +664 | 32.44% | Q4 2025 | Feb 02, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,601 | 116 | 0.0% | 0.0% | 210 | -617 | -19.17% | Q4 2025 | Jan 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 2,500 | 111 | 0.0% | 0.0% | 211 | +2,307 | 1195.34% | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,317 | 103 | 0.0% | 0.0% | 212 | -53 | -2.24% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 2,085 | 93 | 0.0% | 0.0% | 213 | -6,495 | -75.7% | Q4 2025 | Feb 13, 2026 |
| Litman Gregory Wealth Management LLC | History | New | 2,000 | 89 | 0.01% | — | 214 | +2,000 | New | Q4 2025 | Feb 12, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 1,870 | 83 | 0.01% | 0.01% | 215 | -65 | -3.36% | Q4 2025 | Feb 10, 2026 |
| RMG Wealth Management LLC | History | Reduced | 1,693 | 81 | 0.01% | 0.01% | 216 | -9 | -0.53% | Q4 2025 | Jan 29, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,689 | 75 | 0.0% | 0.0% | 217 | +78 | 4.84% | Q4 2025 | Feb 13, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 1,694 | 75 | 0.04% | 0.04% | 218 | +17 | 1.01% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Reduced | 1,505 | 67 | 0.0% | 0.0% | 219 | -247 | -14.1% | Q4 2025 | Jan 26, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 1,455 | 64 | 0.01% | 0.01% | 220 | -100 | -6.43% | Q4 2025 | Feb 13, 2026 |
| Milestone Investment Advisors LLC | History | No change | 1,431 | 63 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| EQ WEALTH ADVISORS, LLC | History | New | 1,392 | 62 | 0.04% | — | 222 | +1,392 | New | Q4 2025 | Feb 02, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 1,028 | 45 | 0.02% | 0.02% | 223 | +7 | 0.69% | Q4 2025 | Jan 09, 2026 |
| Smartleaf Asset Management LLC | History | New | 951 | 42 | 0.0% | — | 224 | +951 | New | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 856 | 38 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ORG Partners LLC | History | Reduced | 578 | 25 | 0.0% | 0.01% | 226 | -427 | -42.49% | Q4 2025 | Jan 14, 2026 |
| FIRST UNITED BANK & TRUST | History | Reduced | 540 | 24 | 0.01% | 0.01% | 227 | -100 | -15.63% | Q4 2025 | Jan 21, 2026 |
| MOTCO | History | Added to | 489 | 21 | 0.0% | 0.0% | 228 | +46 | 10.38% | Q4 2025 | Feb 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 455 | 20 | 0.0% | — | 230 | +455 | New | Q4 2025 | Jan 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 456 | 20 | 0.0% | 0.0% | 229 | +10 | 2.24% | Q4 2025 | Feb 06, 2026 |
| Winthrop Capital Management, LLC | History | No change | 452 | 20 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 410 | 18 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Noble Wealth Management PBC | History | No change | 400 | 17 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Timmons Wealth Management, LLC | History | New | 378 | 16 | 0.02% | — | 234 | +378 | New | Q4 2025 | Feb 12, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 341 | 15 | 0.01% | 0.01% | 236 | -341 | -50.0% | Q4 2025 | Feb 18, 2026 |
| COMERICA BANK | History | Added to | 340 | 15 | 0.0% | 0.0% | 235 | +171 | 101.18% | Q4 2025 | Jan 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 320 | 14 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 322 | 14 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Crewe Advisors LLC | History | No change | 329 | 14 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| CoreCap Advisors, LLC | History | No change | 334 | 14 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 291 | 12 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| JNBA Financial Advisors | History | New | 250 | 11 | 0.0% | — | 243 | +250 | New | Q4 2025 | Jan 26, 2026 |
| Westside Investment Management, Inc. | History | No change | 250 | 11 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Hanson & Doremus Investment Management | History | No change | 227 | 10 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Orion Capital Management LLC | History | Added to | 172 | 7 | 0.0% | 0.0% | 245 | +108 | 168.75% | Q4 2025 | Feb 03, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 121 | 5 | 0.0% | — | 246 | +121 | New | Q4 2025 | Feb 03, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 101 | 4 | 0.0% | 0.0% | 247 | -66 | -39.52% | Q4 2025 | Feb 26, 2026 |
| Wealth Watch Advisors, INC | History | No change | 102 | 4 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NBC SECURITIES, INC. | History | No change | 71 | 3 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Key Capital Management, INC | History | New | 66 | 2 | 0.0% | — | 250 | +66 | New | Q4 2025 | Jan 26, 2026 |
| CITIGROUP INC | History | No change | 25 | 1 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 18 | 1 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Parkside Financial Bank & Trust | History | No change | 37 | 1 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 42 | 1 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,119 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Blue Barn Wealth, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -7,059 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Alpha, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,027 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SAX WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,236 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Family Office Research LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,904 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Petros Family Wealth, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -4,752 | -100.0% | Q3 2025 | Oct 17, 2025 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,719 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,683 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Family Investment Center, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -4,569 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,152 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -830 | -100.0% | Q3 2025 | Oct 21, 2025 |
| SouthState Bank Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -767 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -199 | -100.0% | Q3 2025 | Oct 15, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -121 | -100.0% | Q3 2025 | Nov 03, 2025 |
| CIBC Private Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -109 | -100.0% | Q3 2025 | Nov 24, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -102 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -59 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q3 2025 | Oct 22, 2025 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | — | — | -22 | -100.0% | Q3 2025 | Feb 06, 2026 |
| Horizon Investments, LLC | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Davis Capital Management | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Jan 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Bogart Wealth, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |