INVESCO EXCHANGE-TRADED FUND TRUST - PHO
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 63 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 | 1,580,006 | 111,246 | 0.01% | 0.01% | 1 | -58,321 | -3.56% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 1,308,121 | 92,104 | 0.01% | 0.01% | 2 | -136,562 | -9.45% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 896,572 | 63,127 | 0.02% | 0.02% | 3 | -11,017 | -1.21% | Q4 2025 | Feb 11, 2026 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | History | New | 198,306 | 39,472 | 27.45% | — | 4 | +198,306 | New | Q4 2025 | Jan 20, 2026 |
| 1832 Asset Management L.P. | History | Added to | 520,185 | 36,625 | 0.03% | 0.03% | 5 | +3,902 | 0.76% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 435,262 | 30,646 | 0.01% | 0.01% | 6 | -12,063 | -2.7% | Q4 2025 | Feb 18, 2026 |
| UBS Group AG | History | Reduced | 393,065 | 27,675 | 0.0% | 0.01% | 7 | -50,395 | -11.36% | Q4 2025 | Jan 29, 2026 |
| Perigon Wealth Management, LLC | History | New | 384,283 | 27,057 | 0.48% | — | 8 | +384,283 | New | Q4 2025 | Jan 16, 2026 |
| ROYAL BANK OF CANADA | History | New | 295,940 | 20,838 | 0.0% | — | 9 | +295,940 | New | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 290,583 | 20,459 | 0.01% | 0.01% | 10 | +3,576 | 1.25% | Q4 2025 | Feb 06, 2026 |
| Cetera Investment Advisers | History | Added to | 234,026 | 16,477 | 0.02% | 0.02% | 11 | +4,183 | 1.82% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 186,968 | 13,165 | 0.02% | 0.02% | 12 | -45,534 | -19.58% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 181,486 | 12,778 | 0.0% | 0.0% | 13 | -9,637 | -5.04% | Q4 2025 | Feb 13, 2026 |
| Prism Advisors, Inc. | History | Reduced | 166,516 | 11,724 | 3.13% | 3.25% | 14 | -425 | -0.25% | Q4 2025 | Jan 23, 2026 |
| Polianta Ltd | History | Reduced | 153,700 | 10,821 | 1.42% | 6.58% | 15 | -67,900 | -30.64% | Q4 2025 | Jan 15, 2026 |
| CWM, LLC | History | Added to | 140,191 | 9,871 | 0.03% | 0.03% | 16 | +6,671 | 5.0% | Q4 2025 | Jan 26, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 136,477 | 9,609 | 0.03% | 0.03% | 17 | +430 | 0.32% | Q4 2025 | Feb 17, 2026 |
| Hamilton Wealth, LLC | History | Added to | 117,631 | 8,282 | 1.58% | 1.74% | 18 | +1,986 | 1.72% | Q4 2025 | Feb 19, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | Reduced | 112,159 | 7,895 | 1.45% | 1.54% | 19 | -590 | -0.52% | Q4 2025 | Jan 29, 2026 |
| Sage Capital Management, LLC | History | Reduced | 99,399 | 7,000 | 3.23% | 3.53% | 20 | -9,424 | -8.66% | Q4 2025 | Jan 15, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | New | 96,754 | 6,812 | 3.37% | — | 21 | +96,754 | New | Q4 2025 | Feb 25, 2026 |
| WealthSpring Partners, LLC | History | New | 95,736 | 6,740 | 6.91% | — | 22 | +95,736 | New | Q4 2025 | Feb 12, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | New | 9,484 | 6,467 | 3.13% | — | 23 | +9,484 | New | Q4 2025 | Jan 09, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 85,166 | 5,996 | 0.01% | 0.01% | 24 | -5,432 | -6.0% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 75,651 | 5,326 | 0.01% | 0.02% | 25 | -127,397 | -62.74% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 75,270 | 5,299 | 0.02% | 0.02% | 26 | +1,668 | 2.27% | Q4 2025 | Feb 13, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 69,285 | 4,878 | 0.44% | 0.47% | 27 | -1,251 | -1.77% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Added to | 65,730 | 4,628 | 0.0% | 0.0% | 28 | +469 | 0.72% | Q4 2025 | Feb 17, 2026 |
| Bedell Frazier Investment Counselling, LLC | History | Reduced | 61,189 | 4,308 | 0.83% | 0.93% | 29 | -1,886 | -2.99% | Q4 2025 | Feb 17, 2026 |
| COMMERCE BANK | History | Reduced | 60,007 | 4,225 | 0.02% | 0.02% | 30 | -637 | -1.05% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Reduced | 59,236 | 4,174 | 0.01% | 0.01% | 31 | -283 | -0.48% | Q4 2025 | Feb 11, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 58,954 | 4,150 | 0.91% | 0.95% | 32 | -47 | -0.08% | Q4 2025 | Jan 20, 2026 |
| AVALON CAPITAL MANAGEMENT | History | Added to | 57,292 | 4,033 | 0.96% | 1.0% | 33 | +486 | 0.86% | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 56,050 | 3,946 | 0.0% | 0.0% | 34 | +5,778 | 11.49% | Q4 2025 | Feb 10, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 55,553 | 3,911 | 0.16% | 0.17% | 35 | -334 | -0.6% | Q4 2025 | Feb 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 53,001 | 3,730 | 0.0% | 0.0% | 36 | -16,292 | -23.51% | Q4 2025 | Feb 17, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 51,266 | 3,609 | 0.05% | 0.05% | 37 | -225 | -0.44% | Q4 2025 | Feb 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 51,037 | 3,593 | 0.01% | 0.01% | 38 | +788 | 1.57% | Q4 2025 | Feb 18, 2026 |
| Focus Partners Wealth | History | Added to | 49,232 | 3,466 | 0.0% | 0.0% | 39 | +12,670 | 34.65% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 49,181 | 3,462 | 0.0% | 0.03% | 40 | -370,783 | -88.29% | Q4 2025 | Feb 06, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 48,691 | 3,428 | 0.01% | 0.01% | 41 | +26 | 0.05% | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 45,788 | 3,223 | 0.0% | 0.0% | 42 | +8,199 | 21.81% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | New | 45,593 | 3,210 | 0.04% | — | 43 | +45,593 | New | Q4 2025 | Feb 05, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 43,096 | 3,034 | 0.02% | 0.01% | 44 | +19,799 | 84.99% | Q4 2025 | Jan 29, 2026 |
| IFP Advisors, Inc | History | Reduced | 41,890 | 2,949 | 0.07% | 0.08% | 45 | -112 | -0.27% | Q4 2025 | Feb 06, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 39,096 | 2,752 | 0.02% | 0.02% | 46 | -623 | -1.57% | Q4 2025 | Feb 18, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 37,282 | 2,625 | 0.0% | 0.0% | 47 | +4,954 | 15.32% | Q4 2025 | Feb 11, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 34,400 | 2,422 | 0.0% | 0.0% | 48 | -462 | -1.33% | Q4 2025 | Feb 10, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 32,045 | 2,367 | 0.06% | 0.06% | 49 | +3 | 0.01% | Q4 2025 | Jan 28, 2026 |
| DUDLEY & SHANLEY, INC. | History | No change | 32,780 | 2,308 | 0.37% | 0.38% | 50 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| FMR LLC | History | Added to | 32,646 | 2,298 | 0.0% | 0.0% | 51 | +7,701 | 30.87% | Q4 2025 | Feb 17, 2026 |
| Rockingstone Advisors LLC | History | Added to | 32,264 | 2,271 | 1.03% | 1.09% | 52 | +1,515 | 4.93% | Q4 2025 | Jan 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 31,052 | 2,186 | 0.0% | 0.0% | 53 | -21,739 | -41.18% | Q4 2025 | Feb 10, 2026 |
| O'ROURKE & COMPANY, Inc | History | Added to | 30,199 | 2,126 | 0.83% | 0.84% | 54 | +2,328 | 8.35% | Q4 2025 | Jan 28, 2026 |
| Verity Asset Management, Inc. | History | Added to | 29,573 | 2,082 | 0.89% | 0.66% | 55 | +1,597 | 5.71% | Q4 2025 | Jan 30, 2026 |
| Sovran Advisors, LLC | History | Added to | 26,873 | 1,998 | 0.17% | 0.14% | 56 | +4,629 | 20.81% | Q4 2025 | Jan 20, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 28,222 | 1,987 | 0.0% | 0.0% | 57 | +2,591 | 10.11% | Q4 2025 | Mar 16, 2026 |
| Private Advisor Group, LLC | History | Reduced | 27,988 | 1,970 | 0.01% | 0.01% | 58 | -4,509 | -13.88% | Q4 2025 | Feb 17, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 27,580 | 1,941 | 0.43% | 0.5% | 59 | -775 | -2.73% | Q4 2025 | Jan 09, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 26,747 | 1,930 | 0.0% | 0.0% | 60 | +1,691 | 6.75% | Q4 2025 | Jan 08, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 27,259 | 1,919 | 0.11% | 0.11% | 61 | -100 | -0.37% | Q4 2025 | Jan 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 26,936 | 1,896 | 0.02% | 0.03% | 62 | -730 | -2.64% | Q4 2025 | Jan 21, 2026 |
| Curbstone Financial Management Corp | History | No change | 26,700 | 1,879 | 0.36% | 0.37% | 63 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 26,517 | 1,867 | 0.0% | 0.0% | 64 | -535 | -1.98% | Q4 2025 | Feb 11, 2026 |
| Hilltop Holdings Inc. | History | No change | 26,150 | 1,841 | 0.11% | 0.1% | 65 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 26,392 | 1,830 | 0.04% | 0.04% | 66 | -1,257 | -4.55% | Q4 2025 | Feb 11, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 25,621 | 1,803 | 0.03% | — | 67 | +25,621 | New | Q4 2025 | Feb 19, 2026 |
| Trust Co | History | No change | 25,075 | 1,765 | 0.17% | 0.18% | 68 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 24,888 | 1,752 | 0.01% | 0.01% | 69 | -1,632 | -6.15% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 24,459 | 1,722 | 0.0% | 0.0% | 70 | +1,431 | 6.21% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 24,007 | 1,690 | 0.0% | 0.0% | 71 | -936 | -3.75% | Q4 2025 | Feb 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 23,209 | 1,634 | 0.0% | 0.0% | 72 | -11 | -0.05% | Q4 2025 | Feb 17, 2026 |
| Bravias Capital Group, LLC | History | Added to | 23,021 | 1,620 | 0.98% | 0.82% | 73 | +6,013 | 35.35% | Q4 2025 | Jan 29, 2026 |
| GUARDIAN CAPITAL LP | History | Added to | 22,900 | 1,611 | 0.05% | 0.05% | 74 | +200 | 0.88% | Q4 2025 | Feb 18, 2026 |
| Corient Private Wealth LLC | History | Added to | 248,991 | 1,541 | 0.0% | 0.0% | 75 | +230,299 | 1232.07% | Q4 2025 | Mar 09, 2026 |
| NewEdge Advisors, LLC | History | Added to | 20,833 | 1,466 | 0.01% | 0.01% | 76 | +1,810 | 9.51% | Q4 2025 | Feb 18, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 20,436 | 1,454 | 0.15% | 0.15% | 77 | +1,599 | 8.49% | Q4 2025 | Jan 12, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 20,192 | 1,421 | 0.4% | 0.43% | 79 | +235 | 1.18% | Q4 2025 | Jan 14, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 20,190 | 1,421 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PFG Investments, LLC | History | Reduced | 20,005 | 1,408 | 0.07% | 0.08% | 80 | -211 | -1.04% | Q4 2025 | Jan 26, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 19,265 | 1,356 | 0.0% | 0.0% | 81 | +13,565 | 237.98% | Q4 2025 | Feb 17, 2026 |
| Capital Analysts, LLC | History | Reduced | 19,191 | 1,352 | 0.04% | 0.04% | 82 | -19 | -0.1% | Q4 2025 | Feb 11, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | No change | 18,972 | 1,335 | 0.1% | 0.11% | 83 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Summit Financial, LLC | History | Added to | 18,518 | 1,303 | 0.02% | 0.02% | 84 | +2 | 0.01% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 18,343 | 1,291 | 0.02% | 0.02% | 85 | +169 | 0.93% | Q4 2025 | Feb 02, 2026 |
| Composition Wealth, LLC | History | No change | 18,004 | 1,267 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 17,873 | 1,258 | 0.0% | 0.01% | 87 | -19,452 | -52.12% | Q4 2025 | Feb 05, 2026 |
| GLENMEDE TRUST CO NA | History | New | 17,280 | 1,216 | 0.01% | — | 88 | +17,280 | New | Q4 2025 | Feb 17, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Reduced | 16,890 | 1,190 | 0.77% | 0.82% | 89 | -480 | -2.76% | Q4 2025 | Feb 04, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | No change | 16,491 | 1,161 | 0.31% | 0.33% | 90 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Fox Hill Wealth Management | History | Reduced | 16,360 | 1,151 | 0.53% | 0.56% | 91 | -207 | -1.25% | Q4 2025 | Feb 12, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Reduced | 16,193 | 1,140 | 0.19% | 0.21% | 92 | -841 | -4.94% | Q4 2025 | Jan 27, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 16,108 | 1,134 | 0.15% | 0.17% | 93 | -503 | -3.03% | Q4 2025 | Feb 13, 2026 |
| Gouws Capital LLC | History | No change | 16,000 | 1,126 | 0.6% | 0.63% | 94 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MUSTICO FINANCIAL GROUP, INC. | History | Added to | 15,098 | 1,099 | 0.85% | 0.89% | 95 | +2,139 | 16.51% | Q4 2025 | Feb 17, 2026 |
| Spire Wealth Management | History | Added to | 15,432 | 1,086 | 0.04% | 0.04% | 96 | +301 | 1.99% | Q4 2025 | Jan 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 15,390 | 1,083 | 0.03% | 0.04% | 97 | -5,437 | -26.11% | Q4 2025 | Jan 09, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 15,338 | 1,079 | 0.01% | 0.01% | 98 | +8 | 0.05% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Reduced | 15,317 | 1,078 | 0.0% | 0.0% | 99 | -5,090 | -24.94% | Q4 2025 | Feb 13, 2026 |
| Cresset Asset Management, LLC | History | No change | 14,832 | 1,044 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 14,210 | 1,000 | 0.0% | 0.0% | 101 | +915 | 6.88% | Q4 2025 | Feb 12, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 14,080 | 991 | 0.02% | 0.02% | 102 | -88 | -0.62% | Q4 2025 | Jan 22, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 14,059 | 989 | 0.0% | 0.01% | 103 | -42,885 | -75.31% | Q4 2025 | Feb 02, 2026 |
| EQUITABLE TRUST CO | History | No change | 13,942 | 981 | 0.04% | 0.05% | 104 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Secure Asset Management, LLC | History | Reduced | 13,644 | 960 | 0.15% | 0.17% | 105 | -509 | -3.6% | Q4 2025 | Jan 20, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 13,482 | 949 | 0.0% | 0.0% | 106 | -15,232 | -53.05% | Q4 2025 | Feb 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 13,482 | 949 | 0.02% | 0.02% | 107 | +1,732 | 14.74% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Added to | 13,191 | 928 | 0.01% | 0.01% | 108 | +257 | 1.99% | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 13,103 | 922 | 0.01% | 0.01% | 109 | +1,735 | 15.26% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 12,695 | 893 | 0.0% | 0.0% | 110 | -862 | -6.36% | Q4 2025 | Feb 13, 2026 |
| ALTFEST L J & CO INC | History | Added to | 12,628 | 889 | 0.1% | 0.1% | 111 | +647 | 5.4% | Q4 2025 | Jan 23, 2026 |
| Elk River Wealth Management LLC | History | No change | 12,625 | 888 | 0.14% | 0.15% | 112 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| COMERICA BANK | History | Reduced | 12,308 | 866 | 0.0% | 0.0% | 113 | -4,288 | -25.84% | Q4 2025 | Jan 29, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 12,244 | 862 | 0.02% | 0.02% | 114 | +215 | 1.79% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 12,112 | 852 | 0.01% | 0.01% | 115 | -2,263 | -15.74% | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 12,091 | 850 | 0.0% | 0.0% | 116 | -331 | -2.66% | Q4 2025 | Feb 17, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 11,930 | 839 | 0.11% | 0.11% | 117 | +1,541 | 14.83% | Q4 2025 | Jan 23, 2026 |
| HM PAYSON & CO | History | Reduced | 11,571 | 814 | 0.01% | 0.01% | 118 | -666 | -5.44% | Q4 2025 | Feb 12, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Reduced | 11,462 | 807 | 0.02% | 0.02% | 120 | -1,603 | -12.27% | Q4 2025 | Jan 28, 2026 |
| US BANCORP \DE\ | History | Reduced | 11,475 | 807 | 0.0% | 0.0% | 119 | -200 | -1.71% | Q4 2025 | Jan 30, 2026 |
| First City Capital Management, Inc. | History | No change | 11,335 | 798 | 0.42% | 0.44% | 121 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 11,265 | 793 | 0.08% | 0.09% | 122 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| NewEdge Wealth, LLC | History | No change | 11,147 | 784 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 10,441 | 735 | 0.01% | 0.01% | 125 | +1,112 | 11.92% | Q4 2025 | Jan 14, 2026 |
| BROWN ADVISORY INC | History | No change | 10,444 | 735 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WELCH & FORBES LLC | History | Reduced | 10,400 | 732 | 0.01% | 0.01% | 126 | -100 | -0.95% | Q4 2025 | Feb 10, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 10,352 | 728 | 0.0% | 0.0% | 127 | -45 | -0.43% | Q4 2025 | Feb 13, 2026 |
| CHOREO, LLC | History | Added to | 10,025 | 714 | 0.01% | 0.01% | 128 | +317 | 3.27% | Q4 2025 | Jan 23, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 9,696 | 682 | 0.01% | 0.01% | 129 | +66 | 0.69% | Q4 2025 | Feb 03, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 9,449 | 665 | 0.01% | 0.02% | 130 | -87 | -0.91% | Q4 2025 | Feb 05, 2026 |
| Retirement Planning Co of New England, Inc. | History | Reduced | 9,407 | 662 | 0.27% | 0.27% | 131 | -34 | -0.36% | Q4 2025 | Jan 28, 2026 |
| Stamos Capital Partners, L.P. | History | Added to | 9,094 | 640 | 0.1% | 0.05% | 132 | +5,702 | 168.1% | Q4 2025 | Feb 12, 2026 |
| Lynx Investment Advisory | History | Added to | 9,091 | 640 | 0.35% | 0.22% | 133 | +3,934 | 76.28% | Q4 2025 | Feb 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 9,051 | 637 | 0.04% | 0.05% | 134 | +1,056 | 13.21% | Q4 2025 | Feb 03, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Reduced | 8,950 | 630 | 0.03% | 0.03% | 135 | -50 | -0.56% | Q4 2025 | Feb 09, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 8,714 | 613 | 0.01% | 0.02% | 136 | -177 | -1.99% | Q4 2025 | Feb 17, 2026 |
| Golden State Equity Partners | History | New | 8,653 | 609 | 0.1% | — | 137 | +8,653 | New | Q4 2025 | Jan 29, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 8,528 | 600 | 0.03% | 0.03% | 138 | +296 | 3.6% | Q4 2025 | Jan 21, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 8,424 | 593 | 0.03% | 0.04% | 139 | +280 | 3.44% | Q4 2025 | Jan 26, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | Added to | 7,958 | 560 | 0.38% | 0.41% | 140 | +4 | 0.05% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 7,834 | 551 | 0.0% | 0.0% | 141 | +2,085 | 36.27% | Q4 2025 | Feb 17, 2026 |
| GERBER, LLC | History | No change | 7,835 | 551 | 0.31% | 0.35% | 142 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| EJMK Ventures LLC | History | New | 7,796 | 548 | 0.34% | — | 144 | +7,796 | New | Q4 2025 | Mar 03, 2026 |
| Howard Capital Management Group, LLC | History | Reduced | 7,785 | 548 | 0.03% | 0.04% | 143 | -25 | -0.32% | Q4 2025 | Jan 16, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 7,778 | 547 | 0.26% | 0.26% | 145 | +290 | 3.87% | Q4 2025 | Feb 05, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Reduced | 7,673 | 540 | 0.2% | 0.23% | 146 | -850 | -9.97% | Q4 2025 | Jan 27, 2026 |
| McGinn Penninger Investment Management, Inc. | History | Reduced | 7,646 | 538 | 0.31% | 0.32% | 147 | -25 | -0.33% | Q4 2025 | Feb 09, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 7,637 | 537 | 0.0% | 0.0% | 148 | +198 | 2.66% | Q4 2025 | Feb 12, 2026 |
| Stenham Asset Management Ltd | History | No change | 7,400 | 521 | 0.26% | 0.31% | 149 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Mountain Capital Investment Advisors Inc. | History | Added to | 7,004 | 518 | 0.08% | 0.09% | 150 | +275 | 4.09% | Q4 2025 | Jan 28, 2026 |
| First Western Trust Bank | History | Added to | 7,234 | 509 | 0.03% | 0.01% | 151 | +3,234 | 80.85% | Q4 2025 | Feb 12, 2026 |
| SS&H Financial Advisors, Inc. | History | No change | 7,200 | 507 | 0.15% | 0.16% | 152 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | No change | 7,100 | 499 | 0.03% | 0.04% | 153 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 7,064 | 497 | 0.02% | — | 154 | +7,064 | New | Q4 2025 | Feb 13, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 6,893 | 485 | 0.01% | 0.01% | 155 | -597 | -7.97% | Q4 2025 | Feb 05, 2026 |
| BESSEMER GROUP INC | History | No change | 6,880 | 484 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Columbus Macro, LLC | History | Added to | 6,697 | 471 | 0.05% | 0.05% | 157 | +8 | 0.12% | Q4 2025 | Jan 15, 2026 |
| Mechanics Bank Trust Department | History | No change | 6,645 | 467 | 0.06% | 0.07% | 158 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | No change | 6,582 | 463 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 6,567 | 462 | 0.0% | 0.0% | 160 | +1,467 | 28.76% | Q4 2025 | Feb 17, 2026 |
| HOWE & RUSLING INC | History | Added to | 6,497 | 457 | 0.03% | 0.03% | 161 | +1,080 | 19.94% | Q4 2025 | Feb 17, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 6,328 | 445 | 0.0% | 0.0% | 162 | -436 | -6.45% | Q4 2025 | Jan 30, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 6,277 | 442 | 0.01% | 0.01% | 163 | +517 | 8.98% | Q4 2025 | Feb 10, 2026 |
| Pathstone Holdings, LLC | History | New | 6,141 | 432 | 0.0% | — | 164 | +6,141 | New | Q4 2025 | Feb 13, 2026 |
| CENTRAL TRUST Co | History | No change | 6,075 | 427 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 6,023 | 424 | 0.01% | 0.01% | 166 | -250 | -3.99% | Q4 2025 | Feb 04, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 5,850 | 422 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 5,978 | 420 | 0.0% | 0.0% | 168 | +249 | 4.35% | Q4 2025 | Feb 03, 2026 |
| Legacy Edge Advisors, LLC | History | New | 5,927 | 417 | 0.05% | — | 169 | +5,927 | New | Q4 2025 | Feb 02, 2026 |
| LPWM LLC | History | Added to | 5,898 | 415 | 0.1% | 0.11% | 170 | +415 | 7.57% | Q4 2025 | Jan 06, 2026 |
| Waverly Advisors, LLC | History | Reduced | 5,850 | 411 | 0.0% | 0.0% | 171 | -550 | -8.59% | Q4 2025 | Feb 17, 2026 |
| NorthRock Partners, LLC | History | Added to | 5,846 | 411 | 0.01% | 0.01% | 172 | +499 | 9.33% | Q4 2025 | Feb 17, 2026 |
| Venture Visionary Partners LLC | History | No change | 5,828 | 410 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 5,797 | 408 | 0.0% | 0.0% | 174 | +201 | 3.59% | Q4 2025 | Jan 20, 2026 |
| North Star Investment Management Corp. | History | Reduced | 5,718 | 402 | 0.03% | 0.03% | 175 | -199 | -3.36% | Q4 2025 | Jan 30, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Reduced | 5,696 | 401 | 0.04% | 0.05% | 176 | -320 | -5.32% | Q4 2025 | Jan 09, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Reduced | 5,617 | 395 | 0.11% | 0.12% | 177 | -102 | -1.78% | Q4 2025 | Jan 23, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 5,575 | 392 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Moors & Cabot, Inc. | History | Added to | 5,435 | 382 | 0.02% | 0.02% | 179 | +100 | 1.87% | Q4 2025 | Feb 10, 2026 |
| Quantinno Capital Management LP | History | Reduced | 5,413 | 381 | 0.0% | 0.0% | 180 | -146 | -2.63% | Q4 2025 | Feb 17, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 5,227 | 368 | 0.0% | 0.0% | 181 | -21 | -0.4% | Q4 2025 | Feb 12, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 5,212 | 366 | 0.03% | 0.03% | 182 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Paragon Capital Management Ltd | History | Added to | 4,965 | 349 | 0.07% | 0.06% | 183 | +506 | 11.35% | Q4 2025 | Jan 22, 2026 |
| Ledyard National Bank | History | Reduced | 4,831 | 340 | 0.03% | 0.03% | 184 | -179 | -3.57% | Q4 2025 | Jan 21, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 4,795 | 337 | 0.01% | 0.01% | 185 | +6 | 0.13% | Q4 2025 | Feb 06, 2026 |
| Parkside Financial Bank & Trust | History | No change | 4,750 | 334 | 0.02% | 0.03% | 186 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TRITONPOINT WEALTH, LLC | History | No change | 4,708 | 331 | 0.03% | 0.03% | 187 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Three Magnolias Financial Advisors, LLC | History | Added to | 4,700 | 330 | 0.2% | 0.19% | 188 | +500 | 11.9% | Q4 2025 | Jan 20, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 4,585 | 322 | 0.0% | 0.0% | 189 | +4 | 0.09% | Q4 2025 | Jan 29, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 4,552 | 320 | 0.0% | 0.0% | 190 | +643 | 16.45% | Q4 2025 | Jan 27, 2026 |
| TruWealth Advisors, LLC | History | Added to | 4,542 | 319 | 0.02% | 0.02% | 191 | +292 | 6.87% | Q4 2025 | Jan 07, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 4,511 | 318 | 0.01% | 0.01% | 192 | +1 | 0.02% | Q4 2025 | Feb 12, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 4,440 | 312 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 4,411 | 310 | 0.05% | 0.06% | 194 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 4,389 | 309 | 0.07% | 0.07% | 195 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 4,353 | 306 | 0.0% | 0.0% | 197 | -100 | -2.25% | Q4 2025 | Feb 11, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 4,358 | 306 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 4,333 | 305 | 0.04% | 0.04% | 198 | +1,236 | 39.91% | Q4 2025 | Jan 21, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | No change | 4,318 | 304 | 0.02% | 0.02% | 199 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NWAM LLC | History | Reduced | 3,979 | 294 | 0.02% | 0.02% | 200 | -298 | -6.97% | Q4 2025 | Feb 04, 2026 |
| Aspire Capital Advisors LLC | History | New | 4,175 | 293 | 0.07% | — | 201 | +4,175 | New | Q4 2025 | Jan 16, 2026 |
| LRI Investments, LLC | History | Reduced | 4,170 | 293 | 0.02% | 0.03% | 202 | -1,133 | -21.37% | Q4 2025 | Feb 04, 2026 |
| Wellington Shields & Co., LLC | History | Reduced | 4,071 | 286 | 0.07% | 0.15% | 203 | -4,160 | -50.54% | Q4 2025 | Feb 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 4,045 | 284 | 0.01% | 0.01% | 204 | -5 | -0.12% | Q4 2025 | Feb 09, 2026 |
| Marble Harbor Investment Counsel, LLC | History | No change | 4,033 | 283 | 0.03% | 0.03% | 205 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Merit Financial Group, LLC | History | Reduced | 4,018 | 282 | 0.0% | 0.0% | 206 | -584 | -12.69% | Q4 2025 | Jan 26, 2026 |
| BUCKHEAD CAPITAL MANAGEMENT LLC | History | New | 4,000 | 281 | 0.1% | — | 207 | +4,000 | New | Q4 2025 | Feb 09, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Reduced | 3,981 | 280 | 0.03% | 0.04% | 209 | -699 | -14.94% | Q4 2025 | Jan 20, 2026 |
| Vise Technologies, Inc. | History | Added to | 3,977 | 280 | 0.01% | 0.01% | 210 | +261 | 7.02% | Q4 2025 | Feb 11, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 3,990 | 280 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| McElhenny Sheffield Capital Management, LLC | History | No change | 3,955 | 278 | 0.07% | 0.07% | 211 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Banco Santander, S.A. | History | New | 3,940 | 277 | 0.0% | — | 212 | +3,940 | New | Q4 2025 | Feb 13, 2026 |
| JOHN G ULLMAN & ASSOCIATES INC | History | No change | 3,920 | 276 | 0.04% | 0.04% | 213 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Freestone Capital Holdings, LLC | History | New | 3,868 | 272 | 0.01% | — | 214 | +3,868 | New | Q4 2025 | Jan 23, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 3,850 | 271 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Belpointe Asset Management LLC | History | New | 3,816 | 268 | 0.01% | — | 216 | +3,816 | New | Q4 2025 | Jan 27, 2026 |
| Fortis Capital Advisors, LLC | History | New | 3,816 | 268 | 0.04% | — | 217 | +3,816 | New | Q4 2025 | Jan 27, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 3,739 | 263 | 0.0% | 0.0% | 218 | -811 | -17.82% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | New | 3,717 | 261 | 0.0% | — | 219 | +3,717 | New | Q4 2025 | Feb 17, 2026 |
| Modera Wealth Management, LLC | History | No change | 3,697 | 260 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Sound Income Strategies, LLC | History | New | 3,429 | 254 | 0.01% | — | 221 | +3,429 | New | Q4 2025 | Jan 21, 2026 |
| Florida Trust Wealth Management Co | History | No change | 3,600 | 253 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | No change | 3,577 | 251 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Beaton Management Co. Inc. | History | No change | 3,530 | 249 | 0.11% | 0.12% | 224 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 3,518 | 247 | 0.01% | 0.01% | 225 | -190 | -5.12% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Reduced | 3,500 | 246 | 0.12% | 0.13% | 227 | -25 | -0.71% | Q4 2025 | Jan 23, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | No change | 3,500 | 246 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 3,500 | 246 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | No change | 3,476 | 244 | 0.09% | 0.1% | 229 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kovack Advisors, Inc. | History | Added to | 3,456 | 243 | 0.01% | 0.02% | 230 | +507 | 17.19% | Q4 2025 | Feb 17, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Reduced | 3,426 | 241 | 0.02% | 0.02% | 231 | -107 | -3.03% | Q4 2025 | Jan 27, 2026 |
| KKM Financial LLC | History | Reduced | 3,406 | 239 | 0.04% | 0.09% | 233 | -778 | -18.59% | Q4 2025 | Feb 18, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 3,325 | 239 | 0.05% | 0.06% | 232 | +2 | 0.06% | Q4 2025 | Feb 24, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | No change | 3,388 | 238 | 0.2% | 0.2% | 234 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Equitable Holdings, Inc. | History | Added to | 3,304 | 232 | 0.0% | 0.0% | 235 | +19 | 0.58% | Q4 2025 | Feb 17, 2026 |
| Millstone Evans Group, LLC | History | No change | 3,302 | 232 | 0.14% | 0.15% | 236 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Jacobi Capital Management LLC | History | Added to | 3,268 | 230 | 0.01% | 0.01% | 237 | +135 | 4.31% | Q4 2025 | Feb 13, 2026 |
| Apella Capital, LLC | History | New | 3,264 | 229 | 0.0% | — | 238 | +3,264 | New | Q4 2025 | Jan 21, 2026 |
| Chemistry Wealth Management LLC | History | Added to | 3,260 | 229 | 0.04% | 0.04% | 239 | +416 | 14.63% | Q4 2025 | Jan 06, 2026 |
| Larson Financial Group LLC | History | Reduced | 3,240 | 228 | 0.01% | 0.01% | 240 | -1,461 | -31.08% | Q4 2025 | Feb 06, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 3,216 | 226 | 0.03% | — | 241 | +3,216 | New | Q4 2025 | Jan 27, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 3,100 | 218 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 3,090 | 217 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Brookwood Investment Group LLC | History | No change | 3,059 | 215 | 0.03% | 0.03% | 244 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 3,041 | 214 | 0.01% | 0.01% | 245 | +1,249 | 69.7% | Q4 2025 | Feb 04, 2026 |
| Autumn Glory Partners, LLC | History | No change | 3,047 | 214 | 0.07% | 0.09% | 246 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 3,034 | 213 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 3,001 | 211 | 0.03% | 0.04% | 250 | -1,551 | -34.07% | Q4 2025 | Feb 13, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 2,998 | 211 | 0.02% | 0.03% | 249 | +3 | 0.1% | Q4 2025 | Feb 17, 2026 |
| Essex Financial Services, Inc. | History | No change | 3,003 | 211 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | New | 2,982 | 209 | 0.0% | — | 251 | +2,982 | New | Q4 2025 | Jan 07, 2026 |
| WealthShield Partners, LLC | History | Reduced | 2,956 | 208 | 0.02% | 0.02% | 252 | -30 | -1.0% | Q4 2025 | Feb 03, 2026 |
| Winthrop Advisory Group LLC | History | No change | 2,968 | 208 | 0.02% | 0.02% | 253 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Midwest Trust Co | History | Reduced | 2,934 | 206 | 0.0% | 0.0% | 255 | -32 | -1.08% | Q4 2025 | Feb 04, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 2,930 | 206 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 2,925 | 205 | 0.01% | 0.02% | 256 | +1 | 0.03% | Q4 2025 | Feb 11, 2026 |
| HB Wealth Management, LLC | History | Reduced | 2,904 | 204 | 0.0% | 0.0% | 258 | -1,600 | -35.52% | Q4 2025 | Jan 28, 2026 |
| Milestones Private Investment Advisors LLC | History | No change | 2,909 | 204 | 0.14% | 0.14% | 257 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 2,894 | 203 | 0.0% | 0.0% | 260 | +3 | 0.1% | Q4 2025 | Jan 30, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,890 | 203 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Ancora Advisors LLC | History | No change | 2,718 | 191 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 2,709 | 190 | 0.0% | — | 262 | +2,709 | New | Q4 2025 | Feb 05, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 2,700 | 190 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| MGB Wealth Management, LLC | History | No change | 2,700 | 190 | 0.05% | 0.05% | 264 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FIRST UNITED BANK & TRUST | History | Reduced | 2,550 | 179 | 0.06% | 0.06% | 265 | -50 | -1.92% | Q4 2025 | Jan 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,526 | 177 | 0.0% | 0.0% | 266 | +702 | 38.49% | Q4 2025 | Jan 23, 2026 |
| NBC SECURITIES, INC. | History | No change | 2,370 | 166 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ST GERMAIN D J CO INC | History | No change | 2,185 | 153 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Bangor Savings Bank | History | No change | 2,128 | 149 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 2,095 | 147 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 1,871 | 131 | 0.0% | 0.0% | 271 | +1,451 | 345.48% | Q4 2025 | Feb 11, 2026 |
| AlphaCore Capital LLC | History | Reduced | 1,826 | 128 | 0.0% | 0.01% | 272 | -472 | -20.54% | Q4 2025 | Feb 05, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 1,779 | 125 | 0.0% | 0.01% | 274 | -409 | -18.69% | Q4 2025 | Feb 12, 2026 |
| WHITTIER TRUST CO | History | No change | 1,736 | 125 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| TFC Financial Management, Inc. | History | Reduced | 1,770 | 124 | 0.02% | 0.02% | 275 | -248 | -12.29% | Q4 2025 | Jan 23, 2026 |
| Arax Advisory Partners | History | New | 1,748 | 123 | 0.0% | — | 276 | +1,748 | New | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 1,747 | 123 | 0.01% | 0.01% | 277 | +1 | 0.06% | Q4 2025 | Jan 21, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 1,700 | 119 | 0.01% | 0.01% | 278 | -100 | -5.56% | Q4 2025 | Jan 20, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 1,542 | 108 | 0.0% | — | 279 | +1,542 | New | Q4 2025 | Feb 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 1,532 | 108 | 0.0% | — | 280 | +1,532 | New | Q4 2025 | Feb 13, 2026 |
| Westside Investment Management, Inc. | History | No change | 1,516 | 106 | 0.02% | 0.02% | 281 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Parallel Advisors, LLC | History | No change | 1,458 | 102 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BOKF, NA | History | No change | 1,410 | 99 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Pacific Center for Financial Services | History | No change | 1,345 | 96 | 0.02% | 0.02% | 284 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,350 | 95 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 1,165 | 82 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FIRST HORIZON CORP | History | No change | 1,070 | 75 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BlackRock, Inc. | History | Added to | 1,064 | 74 | 0.0% | 0.0% | 288 | +163 | 18.09% | Q4 2025 | Feb 12, 2026 |
| Rossby Financial, LCC | History | No change | 1,050 | 73 | 0.02% | 0.02% | 289 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Added to | 1,033 | 72 | 0.03% | 0.03% | 290 | +1 | 0.1% | Q4 2025 | Jan 21, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,000 | 70 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 1,002 | 70 | 0.01% | 0.02% | 292 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 980 | 69 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 980 | 69 | 0.04% | 0.04% | 294 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 946 | 66 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NBT BANK N A /NY | History | No change | 943 | 66 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Ransom Advisory, Ltd | History | New | 908 | 63 | 0.02% | — | 297 | +908 | New | Q4 2025 | Jan 06, 2026 |
| Greenline Wealth Management LLC | History | New | 899 | 63 | 0.07% | — | 298 | +899 | New | Q4 2025 | Feb 13, 2026 |
| Kennebec Savings Bank | History | Reduced | 881 | 62 | 0.05% | 0.06% | 300 | -32 | -3.5% | Q4 2025 | Jan 22, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 890 | 62 | 0.03% | 0.03% | 299 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 850 | 59 | 0.17% | 0.17% | 301 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Turning Point Benefit Group, Inc. | History | Reduced | 824 | 58 | 0.03% | 0.04% | 302 | -86 | -9.45% | Q4 2025 | Jan 30, 2026 |
| Sankala Group LLC | History | New | 781 | 57 | 0.05% | — | 306 | +781 | New | Q4 2025 | Mar 02, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 819 | 57 | 0.01% | 0.01% | 304 | +1 | 0.12% | Q4 2025 | Jan 20, 2026 |
| Westfuller Advisors, LLC | History | Added to | 812 | 57 | 0.02% | 0.03% | 305 | +1 | 0.12% | Q4 2025 | Jan 21, 2026 |
| AE Wealth Management LLC | History | No change | 811 | 57 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MOTCO | History | No change | 800 | 56 | 0.01% | 0.01% | 307 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| DecisionPoint Financial, LLC | History | No change | 800 | 56 | 0.01% | 0.01% | 308 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Motiv8 Investments LLC | History | New | 775 | 55 | 0.03% | — | 311 | +775 | New | Q4 2025 | Feb 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 779 | 55 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| JNBA Financial Advisors | History | No change | 786 | 55 | 0.0% | 0.01% | 310 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Legacy Bridge, LLC | History | No change | 710 | 49 | 0.02% | 0.02% | 312 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Bank of Jackson Hole Trust | History | No change | 680 | 47 | 0.02% | 0.02% | 313 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Manchester Capital Management LLC | History | No change | 631 | 44 | 0.01% | 0.01% | 314 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ASSETMARK, INC | History | Added to | 608 | 42 | 0.0% | 0.0% | 315 | +19 | 3.23% | Q4 2025 | Jan 23, 2026 |
| Geneos Wealth Management Inc. | History | No change | 590 | 41 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Financial Connections Group, Inc. | History | No change | 558 | 39 | 0.01% | 0.02% | 317 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Biltmore Family Office, LLC | History | No change | 550 | 38 | 0.01% | 0.01% | 318 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 500 | 35 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sunbelt Securities, Inc. | History | No change | 507 | 35 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Global Retirement Partners, LLC | History | Added to | 462 | 32 | 0.0% | 0.0% | 321 | +101 | 27.98% | Q4 2025 | Feb 06, 2026 |
| Strengthening Families & Communities, LLC | History | New | 429 | 30 | 0.01% | — | 322 | +429 | New | Q4 2025 | Feb 03, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | New | 419 | 29 | 0.06% | — | 325 | +419 | New | Q4 2025 | Feb 13, 2026 |
| IAG Wealth Partners, LLC | History | No change | 425 | 29 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Breakwater Investment Management | History | No change | 424 | 29 | 0.01% | 0.01% | 324 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CITY HOLDING CO | History | New | 400 | 28 | 0.0% | — | 326 | +400 | New | Q4 2025 | Jan 22, 2026 |
| Costello Asset Management, INC | History | Added to | 412 | 28 | 0.01% | 0.01% | 328 | +1 | 0.24% | Q4 2025 | Feb 03, 2026 |
| EASTERN BANK | History | No change | 400 | 28 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| GAMMA Investing LLC | History | No change | 407 | 28 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 388 | 27 | 0.01% | 0.01% | 330 | +1 | 0.26% | Q4 2025 | Feb 10, 2026 |
| Redwood Park Advisors LLC | History | No change | 387 | 27 | 0.02% | 0.02% | 331 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Boreal Capital Management LLC | History | Closed out | 0 | 24 | 0.02% | 0.02% | 334 | -349 | -100.0% | Q3 2025 | Feb 13, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 353 | 24 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Piscataqua Savings Bank | History | No change | 350 | 24 | 0.02% | 0.02% | 333 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Smartleaf Asset Management LLC | History | New | 317 | 22 | 0.0% | — | 336 | +317 | New | Q4 2025 | Feb 13, 2026 |
| IMA Advisory Services, Inc. | History | No change | 325 | 22 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 276 | 19 | 0.01% | 0.01% | 337 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 273 | 19 | 0.01% | 0.01% | 338 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Clearstead Advisors, LLC | History | No change | 257 | 18 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Abound Wealth Management | History | No change | 264 | 18 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Root Financial Partners, LLC | History | No change | 261 | 18 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Added to | 255 | 17 | 0.0% | 0.01% | 343 | +1 | 0.39% | Q4 2025 | Feb 11, 2026 |
| Horizon Investments, LLC | History | No change | 253 | 17 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Caitlin John, LLC | History | No change | 234 | 16 | 0.01% | 0.01% | 344 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| UMB Bank, n.a. | History | New | 215 | 15 | 0.0% | — | 346 | +215 | New | Q4 2025 | Feb 13, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 221 | 15 | 0.0% | 0.0% | 349 | -70 | -24.05% | Q4 2025 | Feb 13, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 206 | 15 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 215 | 15 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Bogart Wealth, LLC | History | No change | 221 | 15 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BAYBAN | History | New | 210 | 14 | 0.01% | — | 352 | +210 | New | Q4 2025 | Mar 05, 2026 |
| Center for Financial Planning, Inc. | History | No change | 200 | 14 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 200 | 14 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | No change | 145 | 10 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Scarborough Advisors, LLC | History | No change | 132 | 9 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 137 | 9 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Colonial Trust Advisors | History | No change | 115 | 8 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SageView Advisory Group, LLC | History | New | 104 | 7 | 0.0% | — | 360 | +104 | New | Q4 2025 | Feb 17, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 100 | 7 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 111 | 7 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Western Pacific Wealth Management, LP | History | No change | 101 | 7 | 0.01% | 0.01% | 359 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Horizons Wealth Management | History | No change | 100 | 7 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Clayton Financial Group LLC | History | No change | 100 | 7 | 0.0% | 0.01% | 362 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Graney & King, LLC | History | No change | 100 | 7 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 95 | 6 | 0.0% | — | 365 | +95 | New | Q4 2025 | Feb 05, 2026 |
| WFA of San Diego, LLC | History | No change | 90 | 6 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 75 | 5 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Russell Investments Group, Ltd. | History | No change | 80 | 5 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ORG Partners LLC | History | Reduced | 49 | 3 | 0.0% | 0.01% | 368 | -544 | -91.74% | Q4 2025 | Jan 14, 2026 |
| Kilter Group LLC | History | No change | 52 | 3 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 40 | 2 | 0.0% | — | 373 | +40 | New | Q4 2025 | Jan 07, 2026 |
| SouthState Bank Corp | History | No change | 35 | 2 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 40 | 2 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 41 | 2 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Nilsine Partners, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -20,428 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,851 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Freedom Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.19% | — | -10,086 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -10,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Hennion & Walsh Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -7,380 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Aspen Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -6,634 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Prospera Financial Services Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -6,418 | -100.0% | Q3 2025 | Nov 06, 2025 |
| MinichMacGregor Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -5,640 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Cardinal Point Capital Management ULC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,216 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -4,054 | -100.0% | Q3 2025 | Nov 03, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -3,900 | -100.0% | Q3 2025 | Jan 12, 2026 |
| Western Financial Corp/CA | History | Closed out | 0 | 0 | — | 0.12% | — | -3,689 | -100.0% | Q3 2025 | Oct 21, 2025 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,516 | -100.0% | Q3 2025 | Nov 13, 2025 |
| WMG Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -3,322 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Montis Financial, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,086 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Key Client Fiduciary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,081 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Aspect Partners, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -3,000 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Avalon Trust Co | History | Closed out | 0 | 0 | — | 0.01% | — | -1,975 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,960 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,094 | -100.0% | Q3 2025 | Oct 29, 2025 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -1,001 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Sachetta, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,000 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -746 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Keener Financial Planning LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -600 | -100.0% | Q3 2025 | Nov 07, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -550 | -100.0% | Q3 2025 | Oct 07, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -413 | -100.0% | Q3 2025 | Nov 12, 2025 |
| ESL Trust Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -400 | -100.0% | Q3 2025 | Nov 04, 2025 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -320 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Crewe Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -296 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -210 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Pacifica Partners Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -206 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Aventura Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -144 | -100.0% | Q3 2025 | Jan 07, 2026 |
| Sage Mountain Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -104 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Orion Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q3 2025 | Oct 31, 2025 |
| PIN OAK INVESTMENT ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -33 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Fairman Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Hughes Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q3 2025 | Nov 14, 2025 |
| REAP Financial Group, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Providence Capital Advisors, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |