Sprott Physical Gold Trust - PHYS
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 18 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Compound Global Advisors, LLC | History | No change | 10,521 | 347,403 | 19.27% | 16.91% | 1 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| ROYAL BANK OF CANADA | History | New | 9,516,053 | 314,220 | 0.05% | — | 2 | +9,516,053 | New | Q4 2025 | Feb 17, 2026 |
| Polar Asset Management Partners Inc. | History | New | 6,058,832 | 200,062 | 2.54% | — | 3 | +6,058,832 | New | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 5,589,846 | 184,641 | 0.71% | 0.64% | 4 | +125,087 | 2.29% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Reduced | 5,374,013 | 177,449 | 0.01% | 0.01% | 5 | -340,442 | -5.96% | Q4 2025 | Feb 13, 2026 |
| Heritage Wealth Advisors | History | New | 5,138,572 | 169,675 | 6.48% | — | 6 | +5,138,572 | New | Q4 2025 | Feb 13, 2026 |
| CENTRAL TRUST Co | History | Reduced | 4,388,329 | 144,902 | 2.84% | 2.88% | 7 | -260,852 | -5.61% | Q4 2025 | Feb 02, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 4,318,119 | 142,584 | 13.18% | 12.66% | 8 | +56,549 | 1.33% | Q4 2025 | Jan 30, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 4,080,010 | 134,721 | 7.27% | 7.58% | 9 | -458,182 | -10.1% | Q4 2025 | Jan 12, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | Added to | 3,457,370 | 114,196 | 0.91% | 0.8% | 10 | +311,515 | 9.9% | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 3,035,301 | 100,226 | 0.26% | 0.21% | 11 | +407,271 | 15.5% | Q4 2025 | Feb 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 2,544,917 | 84,033 | 0.16% | 0.15% | 12 | +84,018 | 3.41% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 2,320,705 | 76,629 | 0.02% | 0.02% | 13 | +389,187 | 20.15% | Q4 2025 | Feb 11, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 2,281,247 | 75,326 | 1.31% | 1.63% | 14 | -87,743 | -3.7% | Q4 2025 | Feb 09, 2026 |
| SPROTT INC. | History | Reduced | 2,211,413 | 73,022 | 2.47% | 2.35% | 15 | -54,399 | -2.4% | Q4 2025 | Feb 12, 2026 |
| MATAURO, LLC | History | Reduced | 2,060,572 | 68,040 | 10.24% | 9.72% | 16 | -3,774 | -0.18% | Q4 2025 | Jan 16, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,793,169 | 59,210 | 0.02% | 0.02% | 17 | +137,527 | 8.31% | Q4 2025 | Feb 18, 2026 |
| SouthState Bank Corp | History | Reduced | 1,792,640 | 59,192 | 2.65% | 2.51% | 18 | -43,694 | -2.38% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,759,517 | 58,145 | 0.01% | 0.01% | 19 | +4,197 | 0.24% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,635,094 | 53,990 | 0.06% | 0.06% | 20 | -151,868 | -8.5% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,513,889 | 49,988 | 0.01% | 0.01% | 21 | -98,244 | -6.09% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,509,808 | 49,853 | 0.07% | 0.06% | 22 | -40,294 | -2.6% | Q4 2025 | Feb 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 1,476,212 | 48,744 | 0.34% | 0.37% | 23 | +18,499 | 1.27% | Q4 2025 | Feb 18, 2026 |
| Forest Hill Capital, LLC | History | No change | 1,448,500 | 47,829 | 24.45% | 25.25% | 24 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,171,451 | 40,169 | 0.05% | 0.06% | 25 | -27,179 | -2.27% | Q4 2025 | Jan 08, 2026 |
| Capital Wealth Alliance, LLC | History | Reduced | 954,096 | 36,747 | 15.7% | 14.37% | 26 | -22,435 | -2.3% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,101,440 | 36,369 | 0.04% | 0.04% | 27 | +43,434 | 4.11% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,076,604 | 35,549 | 0.05% | 0.04% | 28 | +81,555 | 8.2% | Q4 2025 | Feb 17, 2026 |
| Auxano Advisors, LLC | History | Added to | 1,019,611 | 33,667 | 6.65% | 6.15% | 29 | +43,509 | 4.46% | Q4 2025 | Feb 06, 2026 |
| Basepoint Wealth LLC | History | Reduced | 1,001,803 | 33,079 | 20.1% | 22.25% | 30 | -58,434 | -5.51% | Q4 2025 | Feb 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 979,421 | 32,340 | 0.02% | 0.02% | 31 | -7,520 | -0.76% | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 964,590 | 31,850 | 0.13% | 0.13% | 32 | -20,645 | -2.1% | Q4 2025 | Feb 13, 2026 |
| 3EDGE Asset Management, LP | History | New | 953,100 | 31,652 | 1.64% | — | 33 | +953,100 | New | Q4 2025 | Feb 06, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 936,052 | 31,536 | 0.13% | 0.11% | 34 | +64,276 | 7.37% | Q4 2025 | Feb 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 932,464 | 30,782 | 0.01% | 0.01% | 35 | +44,999 | 5.07% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 878,006 | 28,991 | 0.0% | 0.0% | 36 | -20,205 | -2.25% | Q4 2025 | Feb 17, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Reduced | 857,223 | 28,305 | 5.85% | 5.39% | 37 | -1,393 | -0.16% | Q4 2025 | Feb 09, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | Reduced | 854,848 | 28,227 | 6.47% | 6.42% | 38 | -10,258 | -1.19% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 816,029 | 26,945 | 0.02% | 0.02% | 39 | +87,637 | 12.03% | Q4 2025 | Feb 13, 2026 |
| Tidal Investments LLC | History | Added to | 762,568 | 25,179 | 0.06% | 0.04% | 40 | +112,186 | 17.25% | Q4 2025 | Feb 13, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 705,406 | 23,292 | 0.04% | 0.03% | 41 | +57,201 | 8.82% | Q4 2025 | Feb 10, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 696,431 | 22,996 | 1.24% | 1.1% | 42 | +28,702 | 4.3% | Q4 2025 | Jan 07, 2026 |
| Marex Group plc | History | Added to | 662,106 | 21,862 | 0.14% | 0.13% | 43 | +31,676 | 5.02% | Q4 2025 | Feb 12, 2026 |
| Private Advisor Group, LLC | History | Reduced | 631,233 | 20,843 | 0.1% | 0.14% | 44 | -329,615 | -34.3% | Q4 2025 | Feb 17, 2026 |
| Cannell & Spears LLC | History | No change | 614,790 | 20,300 | 0.38% | 0.34% | 45 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Meixler Investment Management, Ltd. | History | Reduced | 592,961 | 19,579 | 11.88% | 11.08% | 46 | -17,705 | -2.9% | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 592,806 | 19,398 | 0.02% | 0.02% | 47 | +30,290 | 5.38% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 583,129 | 19,254 | 0.0% | 0.0% | 48 | +381,991 | 189.91% | Q4 2025 | Feb 17, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 568,643 | 18,777 | 0.39% | 1.66% | 49 | +241,562 | 73.85% | Q4 2025 | Feb 17, 2026 |
| O'Brien Greene & Co. Inc | History | Added to | 565,616 | 18,676 | 5.54% | 4.86% | 50 | +31,714 | 5.94% | Q4 2025 | Feb 05, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 543,915 | 17,960 | 1.3% | 1.26% | 51 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Reduced | 542,246 | 17,904 | 1.78% | 1.87% | 52 | -79,064 | -12.73% | Q4 2025 | Jan 20, 2026 |
| TCP Asset Management, LLC | History | Reduced | 539,205 | 17,804 | 3.0% | 3.04% | 53 | -36,947 | -6.41% | Q4 2025 | Jan 07, 2026 |
| COHEN & STEERS, INC. | History | Added to | 522,155 | 17,242 | 0.03% | 0.03% | 54 | +20,000 | 3.98% | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 520,078 | 17,172 | 0.2% | 0.14% | 55 | +10,221 | 2.0% | Q4 2025 | Feb 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 517,311 | 17,081 | 0.71% | 0.35% | 56 | +239,175 | 85.99% | Q4 2025 | Feb 09, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 506,481 | 16,724 | 0.33% | 0.31% | 57 | +955 | 0.19% | Q4 2025 | Jan 14, 2026 |
| BIP Wealth, LLC | History | Added to | 491,350 | 16,224 | 0.57% | 0.17% | 58 | +378,445 | 335.19% | Q4 2025 | Jan 21, 2026 |
| Prospera Financial Services Inc | History | Reduced | 480,041 | 15,850 | 0.26% | 0.27% | 59 | -44,859 | -8.55% | Q4 2025 | Feb 09, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 466,425 | 15,401 | 0.02% | 0.04% | 60 | -297,871 | -38.97% | Q4 2025 | Feb 13, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 465,752 | 15,379 | 1.3% | 1.21% | 61 | -11,823 | -2.48% | Q4 2025 | Jan 15, 2026 |
| Mountain Lake Investment Management LLC | History | Reduced | 451,183 | 14,898 | 11.32% | 10.19% | 62 | -10,957 | -2.37% | Q4 2025 | Feb 17, 2026 |
| JP Wealth Management, Inc. | History | Added to | 429,770 | 14,191 | 10.03% | 6.64% | 63 | +96,635 | 29.01% | Q4 2025 | Jan 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 426,979 | 14,098 | 0.08% | 0.04% | 64 | +117,119 | 37.8% | Q4 2025 | Jan 29, 2026 |
| Summit Financial, LLC | History | Added to | 419,308 | 13,845 | 0.2% | 0.17% | 65 | +44,631 | 11.91% | Q4 2025 | Feb 13, 2026 |
| IMC-Chicago, LLC | History | Added to | 412,085 | 13,607 | 0.0% | 0.0% | 66 | +302,082 | 274.61% | Q4 2025 | Jan 29, 2026 |
| OBERNDORF WILLIAM E | History | Added to | 411,371 | 13,583 | 17.2% | 8.87% | 67 | +189,207 | 85.17% | Q4 2025 | Feb 13, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 402,254 | 13,282 | 0.76% | 0.72% | 68 | -1,358 | -0.34% | Q4 2025 | Feb 10, 2026 |
| Global Endowment Management, LP | History | No change | 396,000 | 13,076 | 1.63% | 1.47% | 69 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Harbour Wealth Management Group, Inc. | History | New | 394,729 | 13,033 | 10.19% | — | 70 | +394,729 | New | Q4 2025 | Feb 19, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 356,193 | 12,986 | 1.6% | 1.02% | 71 | +127,170 | 55.53% | Q4 2025 | Feb 23, 2026 |
| Asset One Wealth Management LLC | History | New | 364,106 | 12,743 | 1.75% | — | 72 | +364,106 | New | Q4 2025 | Feb 17, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 383,643 | 12,664 | 0.08% | 0.06% | 73 | +57,380 | 17.59% | Q4 2025 | Jan 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 382,269 | 12,622 | 0.14% | 0.17% | 74 | +1,994 | 0.52% | Q4 2025 | Jan 23, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 374,029 | 12,350 | 0.03% | 0.03% | 75 | +2,006 | 0.54% | Q4 2025 | Feb 11, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 367,978 | 12,150 | 0.94% | 0.72% | 76 | +19,949 | 5.73% | Q4 2025 | Jan 23, 2026 |
| Vident Advisory, LLC | History | Added to | 363,846 | 12,014 | 0.11% | 0.1% | 78 | +24,747 | 7.3% | Q4 2025 | Feb 18, 2026 |
| Guild Investment Management, Inc. | History | Reduced | 363,845 | 12,014 | 8.91% | 8.56% | 77 | -330 | -0.09% | Q4 2025 | Jan 21, 2026 |
| Accordant Advisory Group Inc | History | Reduced | 359,717 | 11,877 | 8.2% | 7.55% | 79 | -14,801 | -3.95% | Q4 2025 | Jan 22, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 348,771 | 11,516 | 0.0% | 0.0% | 80 | +5,867 | 1.71% | Q4 2025 | Feb 11, 2026 |
| Ancora Advisors LLC | History | Added to | 348,538 | 11,508 | 0.24% | 0.2% | 81 | +2,737 | 0.79% | Q4 2025 | Feb 17, 2026 |
| FULCRUM WEALTH ADVISORS, LLC | History | New | 344,740 | 11,383 | 9.36% | — | 82 | +344,740 | New | Q4 2025 | Feb 02, 2026 |
| SMI Advisory Services, LLC | History | Reduced | 323,644 | 11,330 | 1.95% | 1.92% | 83 | -15,699 | -4.63% | Q4 2025 | Jan 13, 2026 |
| Mariner, LLC | History | Reduced | 342,270 | 11,301 | 0.01% | 0.01% | 84 | -10,881 | -3.08% | Q4 2025 | Feb 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 338,489 | 11,176 | 0.16% | 0.13% | 85 | +49,850 | 17.27% | Q4 2025 | Feb 09, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 330,187 | 10,902 | 0.0% | 0.0% | 86 | +10,723 | 3.36% | Q4 2025 | Feb 12, 2026 |
| PHILADELPHIA TRUST CO | History | Reduced | 329,403 | 10,877 | 0.75% | 0.72% | 87 | -16,760 | -4.84% | Q4 2025 | Feb 12, 2026 |
| Pacific Sage Partners, LLC | History | Added to | 321,988 | 10,632 | 1.68% | 1.59% | 88 | +811 | 0.25% | Q4 2025 | Jan 16, 2026 |
| Advisory Services Network, LLC | History | Reduced | 312,269 | 10,311 | 0.15% | 0.14% | 89 | -16,017 | -4.88% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Added to | 302,791 | 9,998 | 0.06% | 0.0% | 90 | +287,097 | 1829.34% | Q4 2025 | Feb 13, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 297,549 | 9,825 | 1.05% | 0.95% | 91 | +69,162 | 30.28% | Q4 2025 | Feb 17, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 297,549 | 9,825 | 1.5% | 1.46% | 92 | +69,162 | 30.28% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 295,501 | 9,757 | 0.02% | 0.02% | 93 | -16,705 | -5.35% | Q4 2025 | Feb 11, 2026 |
| Biltmore Family Office, LLC | History | Reduced | 290,490 | 9,591 | 1.32% | 1.23% | 94 | -2,500 | -0.85% | Q4 2025 | Feb 04, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 288,712 | 9,533 | 0.44% | 0.43% | 95 | -8,781 | -2.95% | Q4 2025 | Feb 13, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 283,322 | 9,355 | 0.06% | 0.07% | 96 | -72,372 | -20.35% | Q4 2025 | Feb 17, 2026 |
| K.J. Harrison & Partners Inc | History | Reduced | 268,206 | 8,866 | 1.18% | 1.21% | 97 | -18,290 | -6.38% | Q4 2025 | Feb 03, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 266,534 | 8,800 | 0.05% | 0.05% | 98 | -21,727 | -7.54% | Q4 2025 | Feb 12, 2026 |
| COURAGE CAPITAL MANAGEMENT LLC | History | No change | 264,500 | 8,734 | 12.07% | 10.35% | 99 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NewEdge Wealth, LLC | History | Added to | 260,943 | 8,616 | 0.1% | 0.1% | 100 | +24,828 | 10.52% | Q4 2025 | Feb 03, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 260,499 | 8,601 | 1.17% | 1.14% | 101 | -7,365 | -2.75% | Q4 2025 | Feb 10, 2026 |
| PFG Investments, LLC | History | Reduced | 258,864 | 8,547 | 0.4% | 0.4% | 102 | -172 | -0.07% | Q4 2025 | Jan 26, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Reduced | 254,693 | 8,409 | 3.38% | 3.15% | 103 | -3,618 | -1.4% | Q4 2025 | Jan 20, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 251,289 | 8,297 | 0.47% | 0.46% | 104 | -252 | -0.1% | Q4 2025 | Feb 04, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 250,165 | 8,260 | 0.02% | 0.02% | 105 | -7,191 | -2.79% | Q4 2025 | Feb 17, 2026 |
| Manatuck Hill Partners, LLC | History | No change | 250,000 | 8,255 | 2.89% | 2.45% | 106 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ArchPoint Investors | History | Added to | 248,200 | 8,195 | 1.94% | 1.41% | 107 | +75,000 | 43.3% | Q4 2025 | Feb 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 242,892 | 8,020 | 0.18% | 0.17% | 108 | -2,645 | -1.08% | Q4 2025 | Jan 27, 2026 |
| Quilter Plc | History | Reduced | 236,134 | 7,797 | 0.13% | 0.22% | 109 | -203,579 | -46.3% | Q4 2025 | Jan 21, 2026 |
| Phraction Management LLC | History | Added to | 235,467 | 7,775 | 2.07% | 1.9% | 110 | +13,040 | 5.86% | Q4 2025 | Jan 26, 2026 |
| Brookstone Capital Management | History | Added to | 231,562 | 7,646 | 0.09% | 0.07% | 111 | +44,447 | 23.75% | Q4 2025 | Jan 15, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | Added to | 229,885 | 7,590 | 5.63% | 5.23% | 112 | +7,504 | 3.37% | Q4 2025 | Jan 14, 2026 |
| Alpha Advisors, LLC/VA | History | Added to | 227,827 | 7,522 | 5.8% | 5.03% | 113 | +1,899 | 0.84% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 226,758 | 7,487 | 0.0% | 0.0% | 114 | +8,520 | 3.9% | Q4 2025 | Feb 06, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 226,684 | 7,485 | 0.04% | 0.04% | 115 | +20,631 | 10.01% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Added to | 216,688 | 7,155 | 0.01% | 0.0% | 116 | +10,620 | 5.15% | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 216,283 | 7,141 | 0.1% | 0.08% | 117 | -2,508 | -1.15% | Q4 2025 | Feb 02, 2026 |
| Latigo Investments, LLC | History | No change | 214,134 | 7,070 | 3.48% | 3.2% | 118 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sowell Financial Services LLC | History | Reduced | 210,302 | 6,944 | 0.26% | 0.32% | 119 | -69,970 | -24.97% | Q4 2025 | Jan 21, 2026 |
| Warwick Investment Management, Inc. | History | No change | 209,390 | 6,914 | 1.07% | 1.08% | 120 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| World Investment Advisors | History | Added to | 207,688 | 6,857 | 0.11% | 0.12% | 121 | +15,630 | 8.14% | Q4 2025 | Mar 12, 2026 |
| Elevate Capital Advisors, LLC | History | Added to | 206,666 | 6,824 | 4.51% | 4.19% | 122 | +3,555 | 1.75% | Q4 2025 | Jan 23, 2026 |
| WIT Partners Advisory Pte. Ltd. | History | Reduced | 213,687 | 6,806 | 2.36% | 2.95% | 123 | -62,500 | -22.63% | Q4 2025 | Jan 28, 2026 |
| Eaton Financial Holdings Company, LLC | History | New | 204,814 | 6,762 | 1.82% | — | 124 | +204,814 | New | Q4 2025 | Feb 09, 2026 |
| Palumbo Wealth Management LLC | History | Added to | 204,306 | 6,746 | 1.66% | 1.88% | 125 | +5,890 | 2.97% | Q4 2025 | Jan 21, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Reduced | 203,597 | 6,722 | 4.59% | 4.52% | 126 | -1,017 | -0.5% | Q4 2025 | Feb 05, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 203,104 | 6,706 | 0.25% | 0.62% | 127 | -114,798 | -36.11% | Q4 2025 | Feb 04, 2026 |
| Intesa Sanpaolo Wealth Management | History | New | 202,000 | 6,670 | 1.38% | — | 128 | +202,000 | New | Q4 2025 | Feb 12, 2026 |
| Dakota Wealth Management | History | Added to | 200,628 | 6,624 | 0.12% | 0.09% | 129 | +53,411 | 36.28% | Q4 2025 | Jan 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 199,902 | 6,600 | 0.0% | 0.0% | 130 | +10,309 | 5.44% | Q4 2025 | Feb 17, 2026 |
| Rothschild Wealth LLC | History | New | 199,762 | 6,596 | 0.63% | — | 131 | +199,762 | New | Q4 2025 | Feb 17, 2026 |
| Proficio Capital Partners LLC | History | Added to | 199,180 | 6,576 | 0.46% | 0.09% | 132 | +156,080 | 362.13% | Q4 2025 | Feb 12, 2026 |
| Corient Private Wealth LLC | History | Added to | 198,648 | 6,559 | 0.01% | 0.01% | 133 | +30,906 | 18.42% | Q4 2025 | Mar 09, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 198,049 | 6,539 | 0.16% | 0.16% | 134 | -11,052 | -5.29% | Q4 2025 | Jan 28, 2026 |
| CERTUITY, LLC | History | No change | 196,585 | 6,491 | 0.41% | 0.4% | 135 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Lifetime Wealth Management P.C. | History | New | 195,013 | 6,439 | 4.04% | — | 136 | +195,013 | New | Q4 2025 | Mar 25, 2026 |
| Chicago Capital, LLC | History | No change | 186,978 | 6,174 | 0.15% | 0.14% | 137 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 183,278 | 6,051 | 0.4% | 0.34% | 138 | +13,214 | 7.77% | Q4 2025 | Jan 16, 2026 |
| Abacus Planning Group, Inc. | History | No change | 170,885 | 5,642 | 0.75% | 0.7% | 139 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 168,868 | 5,576 | 0.03% | 0.03% | 140 | +6,200 | 3.81% | Q4 2025 | Feb 09, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 164,737 | 5,439 | 0.06% | 0.06% | 141 | +5,545 | 3.48% | Q4 2025 | Jan 20, 2026 |
| Amitell Capital Pte Ltd | History | Reduced | 162,638 | 5,370 | 6.0% | 2.97% | 142 | -1,920 | -1.17% | Q4 2025 | Feb 12, 2026 |
| Empire Financial Management Company, LLC | History | Reduced | 161,226 | 5,323 | 1.16% | 1.27% | 143 | -26,538 | -14.13% | Q4 2025 | Feb 12, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | New | 156,673 | 5,173 | 4.34% | — | 144 | +156,673 | New | Q4 2025 | Feb 05, 2026 |
| Greenfield Seitz Capital Management, LLC | History | Reduced | 154,220 | 5,092 | 1.67% | 1.53% | 145 | -5,620 | -3.52% | Q4 2025 | Feb 12, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 152,244 | 5,027 | 0.6% | 0.52% | 146 | +2,639 | 1.76% | Q4 2025 | Feb 13, 2026 |
| Valued Retirements, Inc. | History | Added to | 150,650 | 4,974 | 4.86% | 3.83% | 147 | +16,750 | 12.51% | Q4 2025 | Feb 09, 2026 |
| Clearstead Advisors, LLC | History | Added to | 149,897 | 4,949 | 0.06% | 0.05% | 148 | +20,394 | 15.75% | Q4 2025 | Feb 09, 2026 |
| NovaPoint Capital, LLC | History | Added to | 147,330 | 4,864 | 1.25% | 1.06% | 149 | +446 | 0.3% | Q4 2025 | Jan 21, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 146,400 | 4,834 | 0.01% | 0.01% | 150 | -4,651 | -3.08% | Q4 2025 | Mar 16, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 143,494 | 4,738 | 1.88% | 1.72% | 151 | +8,990 | 6.68% | Q4 2025 | Feb 05, 2026 |
| Entruity Wealth, LLC | History | Reduced | 142,845 | 4,716 | 3.36% | 3.68% | 152 | -17,173 | -10.73% | Q4 2025 | Feb 03, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 132,304 | 4,368 | 2.95% | 3.11% | 153 | -14,244 | -9.72% | Q4 2025 | Feb 10, 2026 |
| ORG Partners LLC | History | Reduced | 130,776 | 4,318 | 0.76% | 0.94% | 154 | -48,479 | -27.04% | Q4 2025 | Jan 14, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 130,522 | 4,309 | 0.2% | 0.19% | 155 | +200 | 0.15% | Q4 2025 | Feb 13, 2026 |
| Capital Group Private Client Services, Inc. | History | Reduced | 130,341 | 4,303 | 0.07% | 0.06% | 156 | -262 | -0.2% | Q4 2025 | Feb 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 130,098 | 4,296 | 0.01% | 0.01% | 157 | +1,690 | 1.32% | Q4 2025 | Feb 18, 2026 |
| Pictet Asset Management Holding SA | History | No change | 129,406 | 4,272 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| AlphaCore Capital LLC | History | Added to | 127,737 | 4,217 | 0.09% | 0.06% | 159 | +66,900 | 109.97% | Q4 2025 | Feb 05, 2026 |
| KOM Wealth Management Group, LLC | History | Added to | 120,896 | 3,991 | 2.82% | 2.35% | 160 | +15,930 | 15.18% | Q4 2025 | Jan 23, 2026 |
| Belpointe Asset Management LLC | History | Added to | 119,405 | 3,942 | 0.14% | 0.12% | 161 | +14,576 | 13.9% | Q4 2025 | Jan 27, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 118,555 | 3,914 | 0.02% | 0.02% | 162 | -1,433 | -1.19% | Q4 2025 | Jan 12, 2026 |
| Red Door Wealth Management, LLC | History | No change | 114,862 | 3,792 | 0.39% | 0.36% | 163 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 114,561 | 3,782 | 0.01% | 0.0% | 164 | -9,835 | -7.91% | Q4 2025 | Feb 02, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 112,579 | 3,717 | 0.61% | 0.57% | 165 | +7,598 | 7.24% | Q4 2025 | Jan 26, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 111,509 | 3,682 | 0.01% | 0.01% | 166 | +8,033 | 7.76% | Q4 2025 | Feb 12, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 110,378 | 3,644 | 0.04% | 0.03% | 167 | +14,727 | 15.4% | Q4 2025 | Feb 13, 2026 |
| New Harbor Financial Group, LLC | History | Added to | 110,345 | 3,643 | 0.67% | 0.57% | 168 | +16,073 | 17.05% | Q4 2025 | Jan 30, 2026 |
| Grand Central Investment Group | History | New | 108,962 | 3,597 | 2.61% | — | 169 | +108,962 | New | Q4 2025 | Feb 18, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 107,813 | 3,559 | 0.09% | 0.09% | 170 | -15,330 | -12.45% | Q4 2025 | Feb 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 99,054 | 3,270 | 0.02% | 0.01% | 171 | +69,233 | 232.16% | Q4 2025 | Jan 29, 2026 |
| Apella Capital, LLC | History | Reduced | 98,684 | 3,258 | 0.06% | 0.07% | 172 | -1,191 | -1.19% | Q4 2025 | Jan 21, 2026 |
| BAILARD, INC. | History | Reduced | 97,668 | 3,224 | 0.07% | 0.06% | 173 | -500 | -0.51% | Q4 2025 | Feb 04, 2026 |
| Guardian Partners Inc. | History | New | 85,000 | 3,156 | 0.25% | — | 174 | +85,000 | New | Q4 2025 | Feb 17, 2026 |
| A. D. Beadell Investment Counsel, Inc. | History | Reduced | 95,294 | 3,146 | 2.04% | 1.97% | 175 | -2,524 | -2.58% | Q4 2025 | Jan 14, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Added to | 94,197 | 3,110 | 1.47% | 0.86% | 176 | +35,267 | 59.85% | Q4 2025 | Feb 06, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 93,875 | 3,099 | 0.04% | 0.03% | 177 | +43,443 | 86.14% | Q4 2025 | Jan 29, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 93,203 | 3,077 | 0.19% | 0.19% | 178 | -5,910 | -5.96% | Q4 2025 | Feb 17, 2026 |
| E&G Advisors, LP | History | Reduced | 92,379 | 3,050 | 0.68% | 0.64% | 179 | -513 | -0.55% | Q4 2025 | Jan 23, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 91,968 | 3,036 | 0.01% | 0.01% | 180 | -196 | -0.21% | Q4 2025 | Feb 18, 2026 |
| Enclave Advisors LLC | History | New | 91,527 | 3,022 | 0.43% | — | 181 | +91,527 | New | Q4 2025 | Jan 14, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 90,773 | 2,997 | 0.21% | 0.18% | 182 | +6,172 | 7.3% | Q4 2025 | Feb 12, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 90,692 | 2,994 | 0.1% | 0.1% | 183 | -1,530 | -1.66% | Q4 2025 | Feb 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 89,700 | 2,961 | 0.06% | 0.07% | 184 | -19,861 | -18.13% | Q4 2025 | Feb 12, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 88,930 | 2,936 | 0.2% | 0.19% | 185 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Added to | 86,865 | 2,868 | 0.27% | 0.22% | 186 | +15,040 | 20.94% | Q4 2025 | Jan 22, 2026 |
| St. James Investment Company, LLC | History | Reduced | 86,740 | 2,864 | 0.46% | 0.41% | 187 | -1,450 | -1.64% | Q4 2025 | Feb 04, 2026 |
| Cypress Capital Management LLC (WY) | History | Reduced | 86,466 | 2,855 | 2.65% | 2.36% | 188 | -41 | -0.05% | Q4 2025 | Feb 09, 2026 |
| Montis Financial, LLC | History | Reduced | 86,336 | 2,850 | 0.56% | 0.6% | 189 | -1,215 | -1.39% | Q4 2025 | Feb 11, 2026 |
| Cerity Partners LLC | History | Reduced | 84,882 | 2,809 | 0.0% | 0.02% | 191 | -423,440 | -83.3% | Q4 2025 | Feb 11, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 85,092 | 2,809 | 0.1% | 0.13% | 190 | -31,972 | -27.31% | Q4 2025 | Feb 02, 2026 |
| Connective Portfolio Management, LLC | History | Added to | 85,000 | 2,806 | 5.06% | 3.37% | 192 | +20,000 | 30.77% | Q4 2025 | Jan 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 84,318 | 2,774 | 0.07% | 0.04% | 193 | +7,109 | 9.21% | Q4 2025 | Feb 11, 2026 |
| AE Wealth Management LLC | History | Added to | 82,673 | 2,729 | 0.02% | 0.01% | 194 | +16,997 | 25.88% | Q4 2025 | Jan 26, 2026 |
| NWAM LLC | History | Added to | 70,211 | 2,697 | 0.15% | 0.13% | 195 | +144 | 0.21% | Q4 2025 | Feb 04, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 81,515 | 2,691 | 0.12% | 0.13% | 196 | -17,086 | -17.33% | Q4 2025 | Feb 10, 2026 |
| Sonoma Private Wealth LLC | History | Added to | 81,276 | 2,683 | 3.24% | 2.75% | 197 | +3,513 | 4.52% | Q4 2025 | Feb 17, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 79,584 | 2,627 | 0.08% | 0.07% | 198 | +183 | 0.23% | Q4 2025 | Jan 23, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 78,602 | 2,610 | 0.18% | 0.11% | 199 | +29,503 | 60.09% | Q4 2025 | Jan 15, 2026 |
| Wealth Management Associates, Inc. | History | Reduced | 79,003 | 2,608 | 0.91% | 0.84% | 200 | -1,047 | -1.31% | Q4 2025 | Jan 20, 2026 |
| Intrua Financial, LLC | History | Added to | 78,409 | 2,589 | 0.27% | 0.21% | 201 | +12,865 | 19.63% | Q4 2025 | Feb 05, 2026 |
| Vise Technologies, Inc. | History | Added to | 76,798 | 2,535 | 0.05% | 0.01% | 202 | +63,731 | 487.72% | Q4 2025 | Feb 11, 2026 |
| North Star Investment Management Corp. | History | No change | 76,409 | 2,523 | 0.16% | 0.15% | 203 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Wakefield Asset Management LLLP | History | Reduced | 75,219 | 2,483 | 0.67% | 0.62% | 204 | -1,528 | -1.99% | Q4 2025 | Feb 05, 2026 |
| Insight Wealth Partners, LLC | History | Reduced | 73,374 | 2,422 | 0.33% | 0.67% | 205 | -691 | -0.93% | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | Added to | 73,166 | 2,415 | 0.06% | 0.05% | 206 | +5,323 | 7.85% | Q4 2025 | Feb 17, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 72,900 | 2,407 | 0.0% | 0.0% | 207 | -1,000 | -1.35% | Q4 2025 | Jan 23, 2026 |
| HC Advisors, LLC | History | Added to | 71,503 | 2,361 | 1.63% | 1.47% | 208 | +625 | 0.88% | Q4 2025 | Feb 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 71,435 | 2,358 | 0.05% | 0.04% | 209 | +12,411 | 21.03% | Q4 2025 | Feb 09, 2026 |
| ORG Wealth Partners, LLC | History | Added to | 70,799 | 2,337 | 0.55% | 0.44% | 210 | +1,466 | 2.11% | Q4 2025 | Jan 14, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 70,515 | 2,328 | 0.36% | 0.33% | 211 | +1,356 | 1.96% | Q4 2025 | Jan 12, 2026 |
| UBS Group AG | History | New | 70,329 | 2,322 | 0.0% | — | 212 | +70,329 | New | Q4 2025 | Jan 29, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 67,656 | 2,234 | 0.04% | 0.04% | 213 | +621 | 0.93% | Q4 2025 | Jan 22, 2026 |
| CWM, LLC | History | Reduced | 65,951 | 2,178 | 0.01% | 0.01% | 214 | -4,127 | -5.89% | Q4 2025 | Jan 26, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 65,599 | 2,166 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Hedges Asset Management LLC | History | No change | 65,000 | 2,146 | 1.51% | 1.47% | 216 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 64,808 | 2,139 | 0.03% | 0.02% | 217 | +4,205 | 6.94% | Q4 2025 | Jan 29, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 64,692 | 2,136 | 0.02% | 0.01% | 218 | +4,112 | 6.79% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 63,034 | 2,081 | 0.0% | 0.0% | 219 | +14,987 | 31.19% | Q4 2025 | Feb 17, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 63,035 | 2,081 | 0.07% | 0.06% | 220 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AVENIR CORP | History | No change | 60,310 | 1,991 | 0.22% | 0.19% | 221 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Claret Asset Management Corp | History | Reduced | 60,280 | 1,990 | 0.23% | 0.22% | 222 | -1,120 | -1.82% | Q4 2025 | Feb 11, 2026 |
| BANQUE PICTET & CIE SA | History | No change | 60,182 | 1,987 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Brookwood Investment Group LLC | History | Added to | 59,805 | 1,974 | 0.24% | 0.16% | 224 | +19,237 | 47.42% | Q4 2025 | Jan 22, 2026 |
| Rossby Financial, LCC | History | No change | 59,650 | 1,969 | 0.61% | 0.58% | 225 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FLP Wealth Management, LLC | History | Reduced | 132 | 1,963 | 4.63% | 4.96% | 226 | -59,342 | -99.78% | Q4 2025 | Jan 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 59,181 | 1,954 | 0.0% | 0.01% | 227 | -14,033 | -19.17% | Q4 2025 | Feb 13, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 59,153 | 1,953 | 0.05% | 0.04% | 228 | -347 | -0.58% | Q4 2025 | Feb 10, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Reduced | 58,084 | 1,917 | 0.12% | 0.12% | 229 | -1,715 | -2.87% | Q4 2025 | Feb 12, 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | History | Added to | 57,802 | 1,908 | 1.25% | 1.06% | 230 | +3,413 | 6.28% | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | Added to | 57,676 | 1,904 | 0.06% | 0.06% | 231 | +2,737 | 4.98% | Q4 2025 | Feb 06, 2026 |
| Quantinno Capital Management LP | History | Added to | 56,840 | 1,876 | 0.0% | 0.0% | 232 | +628 | 1.12% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 56,518 | 1,866 | 0.07% | 0.05% | 233 | +16,909 | 42.69% | Q4 2025 | Feb 06, 2026 |
| G&S Capital LLC | History | Added to | 55,901 | 1,845 | 0.65% | 0.6% | 234 | +907 | 1.65% | Q4 2025 | Jan 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 55,842 | 1,843 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q4 2025 | Mar 25, 2026 |
| BCS Wealth Management | History | Added to | 55,738 | 1,840 | 0.19% | 0.19% | 236 | +27,744 | 99.11% | Q4 2025 | Jan 26, 2026 |
| Focus Partners Wealth | History | Added to | 55,565 | 1,834 | 0.0% | 0.0% | 237 | +46,384 | 505.22% | Q4 2025 | Feb 13, 2026 |
| McAdam, LLC | History | Added to | 55,023 | 1,816 | 0.08% | 0.05% | 238 | +17,379 | 46.17% | Q4 2025 | Feb 13, 2026 |
| TruNorth Capital Management, LLC | History | No change | 53,499 | 1,766 | 0.34% | 0.31% | 239 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Fort Point Capital Partners LLC | History | No change | 50,000 | 1,759 | 0.2% | 0.17% | 240 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| M&T BANK CORP | History | Added to | 53,246 | 1,758 | 0.01% | 0.0% | 241 | +3,936 | 7.98% | Q4 2025 | Jan 30, 2026 |
| REBALANCE, LLC | History | No change | 52,268 | 1,725 | 0.1% | 0.09% | 242 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| ADE, LLC | History | Added to | 52,213 | 1,724 | 0.83% | 0.73% | 243 | +3,646 | 7.51% | Q4 2025 | Feb 10, 2026 |
| Independent Family Office, LLC | History | No change | 51,316 | 1,694 | 0.71% | 0.64% | 244 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Arkos Global Advisors | History | No change | 51,283 | 1,693 | 0.22% | 0.19% | 245 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| VanWeelden Wealth Management, LLC | History | Reduced | 51,265 | 1,692 | 1.33% | 1.26% | 246 | -500 | -0.97% | Q4 2025 | Feb 02, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Added to | 51,216 | 1,691 | 0.11% | 0.13% | 247 | +782 | 1.55% | Q4 2025 | Feb 11, 2026 |
| Hurley Capital, LLC | History | Added to | 51,174 | 1,689 | 0.95% | 0.79% | 248 | +3,971 | 8.41% | Q4 2025 | Feb 17, 2026 |
| Security National Bank | History | No change | 50,943 | 1,682 | 0.24% | 0.23% | 249 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 50,345 | 1,662 | 0.11% | 0.1% | 250 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| StoneX Group Inc. | History | Reduced | 49,488 | 1,634 | 0.07% | 0.08% | 251 | -11,500 | -18.86% | Q4 2025 | Feb 12, 2026 |
| COMMERCE BANK | History | Added to | 49,401 | 1,631 | 0.01% | 0.01% | 252 | +14,365 | 41.0% | Q4 2025 | Feb 13, 2026 |
| Wedmont Private Capital | History | Reduced | 47,813 | 1,625 | 0.06% | 0.07% | 254 | -12,000 | -20.06% | Q4 2025 | Jan 08, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 47,811 | 1,625 | 0.16% | 0.15% | 253 | +3,296 | 7.4% | Q4 2025 | Jan 12, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 48,884 | 1,614 | 0.24% | 0.23% | 255 | -2,040 | -4.01% | Q4 2025 | Feb 11, 2026 |
| Lane Generational LLC | History | No change | 45,858 | 1,514 | 1.37% | 1.13% | 256 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Verity Asset Management, Inc. | History | Reduced | 45,555 | 1,504 | 0.65% | 0.6% | 257 | -16,042 | -26.04% | Q4 2025 | Jan 30, 2026 |
| LVM CAPITAL MANAGEMENT LTD/MI | History | No change | 43,675 | 1,442 | 0.13% | 0.12% | 258 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Waverly Advisors, LLC | History | Reduced | 42,848 | 1,414 | 0.01% | 0.02% | 259 | -9,717 | -18.49% | Q4 2025 | Feb 17, 2026 |
| Sandy Cove Advisors, LLC | History | No change | 42,201 | 1,393 | 0.41% | 0.4% | 260 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Fielder Capital Group LLC | History | No change | 42,207 | 1,393 | 0.3% | 0.28% | 261 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Rehmann Capital Advisory Group | History | No change | 41,954 | 1,385 | 0.07% | 0.07% | 262 | 0 | 0.0% | Q4 2025 | Mar 04, 2026 |
| Keel Point, LLC | History | Added to | 41,725 | 1,377 | 0.08% | 0.07% | 263 | +1,138 | 2.8% | Q4 2025 | Feb 12, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 41,725 | 1,377 | 0.19% | 0.2% | 264 | -110 | -0.26% | Q4 2025 | Jan 14, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | No change | 40,841 | 1,348 | 0.48% | 0.45% | 265 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 40,425 | 1,334 | 0.01% | 0.02% | 266 | -4,986 | -10.98% | Q4 2025 | Feb 02, 2026 |
| L2 Asset Management, LLC | History | No change | 40,288 | 1,330 | 0.18% | 0.17% | 267 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Oxbow Advisors, LLC | History | Added to | 40,275 | 1,329 | 0.12% | 0.11% | 268 | +1,151 | 2.94% | Q4 2025 | Feb 04, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 40,161 | 1,326 | 0.78% | 0.68% | 269 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BOKF, NA | History | No change | 40,031 | 1,321 | 0.02% | 0.02% | 270 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 39,733 | 1,311 | 0.1% | 0.09% | 271 | +2,386 | 6.39% | Q4 2025 | Feb 13, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Added to | 39,639 | 1,308 | 0.66% | 0.35% | 272 | +17,577 | 79.67% | Q4 2025 | Feb 17, 2026 |
| Beutel, Goodman & Co Ltd. | History | No change | 39,500 | 1,303 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Euro Pacific Asset Management, LLC | History | Added to | 48,180 | 1,300 | 0.14% | 0.15% | 274 | +408 | 0.85% | Q4 2025 | Jan 21, 2026 |
| VestGen Advisors, LLC | History | Added to | 39,353 | 1,299 | 0.06% | 0.04% | 275 | +3,653 | 10.23% | Q4 2025 | Feb 17, 2026 |
| Cresset Asset Management, LLC | History | Added to | 39,050 | 1,289 | 0.01% | 0.0% | 276 | +2,974 | 8.24% | Q4 2025 | Feb 17, 2026 |
| WHITE PINE CAPITAL LLC | History | No change | 38,533 | 1,272 | 0.35% | 0.33% | 277 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| IPG Investment Advisors LLC | History | Reduced | 38,137 | 1,259 | 0.22% | 0.22% | 278 | -4,431 | -10.41% | Q4 2025 | Feb 09, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Reduced | 37,600 | 1,241 | 0.17% | 0.17% | 279 | -4,800 | -11.32% | Q4 2025 | Jan 20, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 37,522 | 1,238 | 0.34% | 0.28% | 280 | +2,624 | 7.52% | Q4 2025 | Feb 04, 2026 |
| Andina Capital Management, LLC | History | Reduced | 36,990 | 1,221 | 0.74% | 0.77% | 281 | -8,972 | -19.52% | Q4 2025 | Feb 12, 2026 |
| Arnhold LLC | History | Reduced | 36,486 | 1,204 | 0.09% | 0.13% | 282 | -15,000 | -29.13% | Q4 2025 | Feb 09, 2026 |
| Crown Wealth Group, LLC | History | Added to | 36,011 | 1,189 | 0.33% | 0.26% | 283 | +6,253 | 21.01% | Q4 2025 | Jan 28, 2026 |
| Diesslin Group, Inc. | History | New | 35,834 | 1,183 | 0.47% | — | 284 | +35,834 | New | Q4 2025 | Feb 25, 2026 |
| Lido Advisors, LLC | History | No change | 39,267 | 1,163 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 35,122 | 1,159 | 0.02% | 0.02% | 286 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 34,977 | 1,154 | 0.79% | 1.09% | 287 | -18,498 | -34.59% | Q4 2025 | Jan 22, 2026 |
| STEPHENS INC /AR/ | History | No change | 34,925 | 1,153 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Pathstone Holdings, LLC | History | New | 34,598 | 1,142 | 0.0% | — | 289 | +34,598 | New | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 33,810 | 1,116 | 0.01% | 0.01% | 290 | +4,555 | 15.57% | Q4 2025 | Feb 17, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 33,757 | 1,114 | 0.21% | 0.23% | 291 | -6,440 | -16.02% | Q4 2025 | Feb 12, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 32,683 | 1,079 | 0.08% | 0.08% | 292 | -1,610 | -4.69% | Q4 2025 | Jan 23, 2026 |
| Allworth Financial LP | History | New | 32,569 | 1,075 | 0.0% | — | 293 | +32,569 | New | Q4 2025 | Feb 05, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 32,213 | 1,063 | 0.01% | 0.01% | 294 | +3,200 | 11.03% | Q4 2025 | Feb 10, 2026 |
| EP Wealth Advisors, LLC | History | New | 32,158 | 1,061 | 0.01% | — | 295 | +32,158 | New | Q4 2025 | Feb 18, 2026 |
| MKT Advisors LLC | History | Reduced | 30,710 | 1,041 | 0.36% | 0.36% | 296 | -1,500 | -4.66% | Q4 2025 | Jan 08, 2026 |
| IFP Advisors, Inc | History | Added to | 31,408 | 1,037 | 0.02% | 0.02% | 297 | +61 | 0.19% | Q4 2025 | Feb 06, 2026 |
| INGALLS & SNYDER LLC | History | Reduced | 31,114 | 1,027 | 0.04% | 0.03% | 298 | -15 | -0.05% | Q4 2025 | Feb 13, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | New | 31,000 | 1,023 | 0.19% | — | 299 | +31,000 | New | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Reduced | 30,893 | 1,020 | 0.01% | 0.01% | 300 | -162 | -0.52% | Q4 2025 | Jan 26, 2026 |
| True North Advisors, LLC | History | Reduced | 30,659 | 1,012 | 0.13% | 0.16% | 301 | -3,959 | -11.44% | Q4 2025 | Jan 22, 2026 |
| Latitude Advisors, LLC | History | Added to | 30,540 | 1,008 | 0.44% | 0.41% | 302 | +300 | 0.99% | Q4 2025 | Jan 27, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 30,054 | 992 | 0.0% | 0.0% | 303 | -63 | -0.21% | Q4 2025 | Feb 09, 2026 |
| Composition Wealth, LLC | History | No change | 30,069 | 992 | 0.01% | 0.01% | 304 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 29,958 | 989 | 0.01% | 0.01% | 305 | +3,646 | 13.86% | Q4 2025 | Feb 12, 2026 |
| J2 Capital Management Inc | History | Added to | 29,969 | 989 | 0.72% | 0.65% | 306 | +960 | 3.31% | Q4 2025 | Jan 20, 2026 |
| Kovack Advisors, Inc. | History | New | 29,554 | 975 | 0.05% | — | 307 | +29,554 | New | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 28,290 | 934 | 0.05% | 0.02% | 308 | +14,415 | 103.89% | Q4 2025 | Jan 20, 2026 |
| Straight Path Wealth Management | History | Reduced | 28,144 | 929 | 0.25% | 0.23% | 309 | -1,250 | -4.25% | Q4 2025 | Feb 11, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 27,498 | 907 | 0.01% | 0.0% | 310 | +733 | 2.74% | Q4 2025 | Feb 03, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 27,260 | 900 | 0.0% | 0.0% | 311 | -201 | -0.73% | Q4 2025 | Feb 10, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 27,221 | 898 | 0.02% | 0.02% | 312 | -800 | -2.86% | Q4 2025 | Jan 23, 2026 |
| Millennium Capital Advisors, LLC | History | No change | 26,988 | 891 | 0.53% | 0.48% | 313 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | New | 26,662 | 880 | 0.46% | — | 314 | +26,662 | New | Q4 2025 | Feb 23, 2026 |
| HOWE & RUSLING INC | History | Added to | 26,221 | 865 | 0.06% | 0.05% | 315 | +2,708 | 11.52% | Q4 2025 | Feb 17, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Reduced | 26,166 | 864 | 0.29% | 0.3% | 316 | -2,897 | -9.97% | Q4 2025 | Feb 06, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 25,975 | 857 | 0.06% | 0.04% | 317 | +6,075 | 30.53% | Q4 2025 | Jan 08, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 25,411 | 839 | 0.02% | 0.02% | 318 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 22,251 | 830 | 0.02% | 0.02% | 319 | -3,159 | -12.43% | Q4 2025 | Feb 09, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 25,156 | 830 | 0.35% | 0.4% | 320 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Community Bank, N.A. | History | No change | 24,654 | 814 | 0.1% | 0.09% | 321 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 24,553 | 811 | 0.02% | 0.02% | 322 | -360 | -1.45% | Q4 2025 | Feb 12, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 24,544 | 810 | 0.01% | 0.01% | 323 | +2,319 | 10.43% | Q4 2025 | Jan 28, 2026 |
| XTX Topco Ltd | History | Reduced | 24,269 | 801 | 0.02% | 0.08% | 324 | -25,425 | -51.16% | Q4 2025 | Feb 17, 2026 |
| SEMPER AUGUSTUS INVESTMENTS GROUP LLC | History | No change | 23,869 | 788 | 0.09% | 0.09% | 325 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 23,818 | 786 | 0.0% | — | 326 | +23,818 | New | Q4 2025 | Feb 17, 2026 |
| Lumbard & Kellner, LLC | History | No change | 23,831 | 786 | 0.28% | 0.26% | 327 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Nvest Financial, LLC | History | Added to | 23,717 | 783 | 0.33% | 0.32% | 328 | +4,666 | 24.49% | Q4 2025 | Feb 10, 2026 |
| McAlvany Wealth Management LLC | History | New | 17,055 | 781 | 0.6% | — | 329 | +17,055 | New | Q4 2025 | Mar 25, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 23,579 | 779 | 0.03% | 0.07% | 330 | -33,245 | -58.51% | Q4 2025 | Feb 13, 2026 |
| Compound Planning, Inc. | History | Added to | 23,450 | 774 | 0.02% | 0.01% | 333 | +12,994 | 124.27% | Q4 2025 | Feb 19, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 23,453 | 774 | 0.01% | 0.01% | 331 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 23,469 | 774 | 0.11% | 0.1% | 332 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BSW Wealth Partners | History | No change | 23,327 | 770 | 0.09% | 0.09% | 334 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 23,191 | 765 | 0.24% | 0.33% | 335 | -9,890 | -29.9% | Q4 2025 | Jan 07, 2026 |
| Sankala Group LLC | History | New | 18,740 | 752 | 0.6% | — | 336 | +18,740 | New | Q4 2025 | Mar 02, 2026 |
| RIA Advisory Group LLC | History | Reduced | 22,567 | 745 | 0.18% | 0.17% | 337 | -301 | -1.32% | Q4 2025 | Feb 02, 2026 |
| S.A. Mason LLC | History | Added to | 22,062 | 728 | 0.29% | 0.27% | 338 | +1,005 | 4.77% | Q4 2025 | Jan 29, 2026 |
| Peak Financial Management, Inc. | History | Reduced | 22,000 | 726 | 0.19% | 0.17% | 339 | -214 | -0.96% | Q4 2025 | Jan 23, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 21,759 | 718 | 0.01% | 0.01% | 340 | +5,414 | 33.12% | Q4 2025 | Feb 03, 2026 |
| One Capital Management, LLC | History | New | 21,500 | 709 | 0.02% | — | 341 | +21,500 | New | Q4 2025 | Feb 10, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 21,460 | 708 | 0.08% | 0.08% | 342 | +2,245 | 11.68% | Q4 2025 | Feb 11, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 21,234 | 701 | 0.03% | 0.03% | 343 | +2,368 | 12.55% | Q4 2025 | Jan 20, 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | History | No change | 21,060 | 695 | 0.51% | 0.45% | 344 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| TECTONIC ADVISORS LLC | History | Reduced | 20,747 | 685 | 0.04% | 0.04% | 345 | -2,215 | -9.65% | Q4 2025 | Jan 23, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 20,631 | 681 | 0.02% | 0.02% | 346 | -6,912 | -25.1% | Q4 2025 | Jan 29, 2026 |
| Orgel Wealth Management, LLC | History | No change | 20,000 | 660 | 0.01% | 0.01% | 347 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| WELCH & FORBES LLC | History | No change | 19,550 | 645 | 0.01% | 0.01% | 348 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 19,302 | 637 | 0.01% | 0.0% | 349 | +6,445 | 50.13% | Q4 2025 | Feb 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 19,124 | 631 | 0.0% | 0.0% | 350 | +2,000 | 11.68% | Q4 2025 | Feb 12, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 19,000 | 627 | 0.01% | 0.01% | 351 | +3,000 | 18.75% | Q4 2025 | Feb 06, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 18,860 | 622 | 0.0% | 0.0% | 352 | -250 | -1.31% | Q4 2025 | Feb 02, 2026 |
| Lineweaver Wealth Advisors, LLC | History | No change | 18,615 | 614 | 0.08% | 0.08% | 353 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Rice Partnership, LLC | History | No change | 18,548 | 612 | 0.08% | 0.08% | 354 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| &PARTNERS | History | No change | 18,376 | 606 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 18,170 | 599 | 0.03% | 0.02% | 356 | +5,551 | 43.99% | Q4 2025 | Jan 26, 2026 |
| BEACON FINANCIAL GROUP | History | New | 18,117 | 598 | 0.06% | — | 357 | +18,117 | New | Q4 2025 | Apr 01, 2026 |
| Independent Advisor Alliance | History | Reduced | 18,130 | 598 | 0.01% | 0.01% | 358 | -500 | -2.68% | Q4 2025 | Feb 04, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 17,899 | 591 | 0.04% | 0.14% | 359 | -61,137 | -77.35% | Q4 2025 | Jan 30, 2026 |
| Asset Allocation Strategies LLC | History | No change | 17,875 | 590 | 0.11% | 0.1% | 360 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 17,591 | 580 | 0.04% | 0.03% | 361 | +1,560 | 9.73% | Q4 2025 | Jan 08, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 17,553 | 579 | 0.01% | 0.01% | 362 | -625 | -3.44% | Q4 2025 | Jan 16, 2026 |
| Atria Investments, Inc | History | Reduced | 17,489 | 577 | 0.01% | 0.01% | 363 | -3,925 | -18.33% | Q4 2025 | Feb 05, 2026 |
| Cobblestone Asset Management LLC | History | Reduced | 17,230 | 568 | 0.25% | 0.24% | 364 | -305 | -1.74% | Q4 2025 | Jan 15, 2026 |
| Arcadia Wealth Management, LLC | History | No change | 17,154 | 566 | 0.21% | 0.2% | 365 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Reduced | 14,824 | 565 | 0.22% | 0.23% | 366 | -1,711 | -10.35% | Q4 2025 | Feb 12, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 17,000 | 561 | 0.01% | 0.01% | 368 | +6,130 | 56.39% | Q4 2025 | Feb 17, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 17,000 | 561 | 0.07% | 0.06% | 367 | -100 | -0.58% | Q4 2025 | Jan 21, 2026 |
| SpringVest Wealth Management LLC | History | Reduced | 16,889 | 557 | 0.39% | 0.42% | 369 | -2,484 | -12.82% | Q4 2025 | Jan 23, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 16,705 | 551 | 0.04% | 0.04% | 370 | -189 | -1.12% | Q4 2025 | Feb 11, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 16,591 | 547 | 0.01% | 0.01% | 371 | -799 | -4.59% | Q4 2025 | Jan 13, 2026 |
| Invariant Investment Management | History | New | 15,875 | 546 | 0.35% | — | 372 | +15,875 | New | Q4 2025 | Jan 26, 2026 |
| apricus wealth, LLC | History | Reduced | 16,500 | 544 | 0.28% | 0.3% | 373 | -2,500 | -13.16% | Q4 2025 | Jan 15, 2026 |
| 180 WEALTH ADVISORS, LLC | History | New | 16,355 | 540 | 0.06% | — | 374 | +16,355 | New | Q4 2025 | Jan 09, 2026 |
| Veracity Capital LLC | History | Added to | 16,287 | 537 | 0.16% | 0.13% | 375 | +2,735 | 20.18% | Q4 2025 | Jan 29, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Reduced | 16,262 | 536 | 0.01% | 0.01% | 376 | -372 | -2.24% | Q4 2025 | Feb 11, 2026 |
| IFG Advisory, LLC | History | Added to | 16,072 | 530 | 0.02% | 0.02% | 377 | +544 | 3.5% | Q4 2025 | Feb 10, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 15,983 | 527 | 0.04% | 0.04% | 378 | -1,218 | -7.08% | Q4 2025 | Feb 02, 2026 |
| Focus Financial Network, Inc. | History | Added to | 15,932 | 526 | 0.02% | 0.02% | 379 | +1,222 | 8.31% | Q4 2025 | Jan 12, 2026 |
| OneAscent Financial Services LLC | History | New | 15,725 | 519 | 0.05% | — | 381 | +15,725 | New | Q4 2025 | Feb 11, 2026 |
| Nadler Financial Group, Inc. | History | Reduced | 15,745 | 519 | 0.05% | 0.07% | 380 | -9,410 | -37.41% | Q4 2025 | Jan 28, 2026 |
| TFR Capital, LLC. | History | No change | 15,640 | 516 | 0.17% | 0.15% | 382 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Financial Sense Advisors, Inc. | History | Reduced | 15,621 | 515 | 0.09% | 0.18% | 383 | -20,816 | -57.13% | Q4 2025 | Feb 13, 2026 |
| Synergy Asset Management, LLC | History | Reduced | 15,481 | 511 | 0.05% | 0.05% | 384 | -31,024 | -66.71% | Q4 2025 | Jan 13, 2026 |
| Arax Advisory Partners | History | Added to | 15,271 | 504 | 0.01% | 0.0% | 385 | +5,569 | 57.4% | Q4 2025 | Feb 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 15,223 | 503 | 0.0% | 0.0% | 386 | -418 | -2.67% | Q4 2025 | Feb 10, 2026 |
| Family Capital Trust Co | History | Reduced | 15,030 | 496 | 0.16% | 0.18% | 387 | -2,970 | -16.5% | Q4 2025 | Jan 27, 2026 |
| SIGNATUREFD, LLC | History | No change | 15,000 | 495 | 0.01% | 0.01% | 388 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Added to | 14,932 | 493 | 0.0% | 0.0% | 389 | +222 | 1.51% | Q4 2025 | Feb 05, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 14,835 | 489 | 0.01% | — | 391 | +14,835 | New | Q4 2025 | Feb 19, 2026 |
| Darwin Wealth Management, LLC | History | No change | 14,835 | 489 | 0.15% | 0.14% | 390 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Vawter Financial, Ltd. | History | Reduced | 14,500 | 478 | 0.2% | 0.2% | 392 | -500 | -3.33% | Q4 2025 | Feb 02, 2026 |
| Cannon Financial Strategists, Inc. | History | No change | 14,417 | 476 | 0.07% | 0.06% | 393 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Burton Enright Welch | History | No change | 14,071 | 464 | 0.07% | 0.06% | 394 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rockport Wealth LLC | History | Added to | 14,015 | 462 | 0.09% | 0.08% | 397 | +685 | 5.14% | Q4 2025 | Feb 06, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | Reduced | 14,000 | 462 | 0.05% | 0.04% | 395 | -159 | -1.12% | Q4 2025 | Feb 17, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 14,000 | 462 | 0.06% | 0.06% | 396 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 13,889 | 461 | 0.01% | 0.01% | 398 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Heritage Trust Co | History | No change | 13,847 | 457 | 0.05% | 0.04% | 399 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 13,788 | 455 | 0.03% | 0.03% | 400 | -385 | -2.72% | Q4 2025 | Apr 02, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 13,595 | 448 | 0.1% | 0.13% | 402 | +622 | 4.79% | Q4 2025 | Feb 12, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 13,584 | 448 | 0.03% | 0.03% | 401 | +58 | 0.43% | Q4 2025 | Feb 03, 2026 |
| Allen Capital Group, LLC | History | Added to | 13,416 | 442 | 0.04% | 0.02% | 403 | +6,629 | 97.67% | Q4 2025 | Feb 09, 2026 |
| Neuberger Berman Group LLC | History | No change | 13,374 | 441 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 13,289 | 438 | 0.07% | 0.07% | 405 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| 55 North Private Wealth, LLC | History | New | 13,223 | 436 | 0.11% | — | 406 | +13,223 | New | Q4 2025 | Jan 27, 2026 |
| BEARING POINT CAPITAL, LLC | History | No change | 13,000 | 429 | 0.07% | 0.07% | 407 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Princeton Global Asset Management LLC | History | No change | 12,900 | 425 | 0.07% | 0.06% | 408 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 12,862 | 424 | 0.1% | 0.09% | 409 | -319 | -2.42% | Q4 2025 | Jan 21, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 12,681 | 419 | 0.0% | 0.0% | 410 | -1,396 | -9.92% | Q4 2025 | Jan 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 12,600 | 416 | 0.01% | 0.01% | 411 | +302 | 2.46% | Q4 2025 | Feb 12, 2026 |
| Bleichroeder LP | History | No change | 12,540 | 414 | 0.07% | 0.07% | 412 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Apollon Financial, LLC | History | New | 12,482 | 412 | 0.06% | — | 414 | +12,482 | New | Q4 2025 | Jan 22, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 12,482 | 412 | 0.01% | 0.01% | 413 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| HM PAYSON & CO | History | No change | 12,154 | 401 | 0.01% | 0.01% | 415 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | New | 12,144 | 400 | 0.02% | — | 416 | +12,144 | New | Q4 2025 | Feb 10, 2026 |
| Mutual Advisors, LLC | History | Added to | 12,097 | 399 | 0.01% | 0.01% | 417 | +2,050 | 20.4% | Q4 2025 | Feb 02, 2026 |
| BROWN ADVISORY INC | History | No change | 12,045 | 397 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Oliver Luxxe Assets LLC | History | No change | 12,036 | 397 | 0.06% | 0.06% | 419 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | Reduced | 11,989 | 395 | 0.12% | 0.11% | 420 | -60 | -0.5% | Q4 2025 | Jan 30, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 11,035 | 386 | 0.03% | 0.03% | 421 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Forza Wealth Management, LLC | History | No change | 11,613 | 383 | 0.14% | 0.13% | 422 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Reduced | 11,522 | 380 | 0.03% | 0.06% | 423 | -15,000 | -56.56% | Q4 2025 | Feb 17, 2026 |
| Clarity Financial LLC | History | Reduced | 11,523 | 380 | 0.04% | 0.07% | 424 | -12,296 | -51.62% | Q4 2025 | Jan 28, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 11,364 | 375 | 0.09% | 0.06% | 425 | +2,786 | 32.48% | Q4 2025 | Feb 17, 2026 |
| Live Oak Private Wealth LLC | History | New | 11,250 | 371 | 0.05% | — | 426 | +11,250 | New | Q4 2025 | Jan 23, 2026 |
| WCG Wealth Advisors LLC | History | New | 11,230 | 370 | 0.01% | — | 427 | +11,230 | New | Q4 2025 | Feb 10, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 11,127 | 367 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Apriem Advisors | History | Reduced | 11,113 | 366 | 0.03% | 0.03% | 429 | -1,195 | -9.71% | Q4 2025 | Feb 13, 2026 |
| CWA Asset Management Group, LLC | History | No change | 11,087 | 366 | 0.01% | 0.01% | 430 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Fairway Wealth LLC | History | No change | 11,111 | 366 | 0.1% | 0.09% | 431 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 10,876 | 359 | 0.0% | 0.0% | 433 | -1,124 | -9.37% | Q4 2025 | Feb 13, 2026 |
| CAPITAL CITY TRUST CO/FL | History | Added to | 10,900 | 359 | 0.08% | 0.07% | 432 | +650 | 6.34% | Q4 2025 | Feb 03, 2026 |
| Stillwater Wealth Management Group | History | Reduced | 10,800 | 356 | 0.24% | 0.24% | 434 | -800 | -6.9% | Q4 2025 | Jan 27, 2026 |
| Modera Wealth Management, LLC | History | No change | 10,776 | 355 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Almanack Investment Partners, LLC. | History | Reduced | 10,736 | 354 | 0.06% | 0.08% | 436 | -6,531 | -37.82% | Q4 2025 | Jan 29, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 10,683 | 352 | 0.05% | 0.45% | 438 | -91,506 | -89.55% | Q4 2025 | Feb 17, 2026 |
| Douglass Winthrop Advisors, LLC | History | No change | 10,670 | 352 | 0.01% | 0.01% | 437 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| OAK FAMILY ADVISORS, LLC | History | Reduced | 10,438 | 344 | 0.09% | 0.1% | 439 | -3,267 | -23.84% | Q4 2025 | Feb 03, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 10,410 | 343 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 10,380 | 342 | 0.02% | 0.02% | 441 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Western Wealth Management, LLC | History | New | 10,330 | 341 | 0.02% | — | 442 | +10,330 | New | Q4 2025 | Feb 05, 2026 |
| CoreCap Advisors, LLC | History | Added to | 10,349 | 341 | 0.01% | 0.01% | 443 | +198 | 1.95% | Q4 2025 | Jan 13, 2026 |
| SURIENCE PRIVATE WEALTH LLC | History | Added to | 10,295 | 339 | 0.36% | 0.19% | 444 | +3,175 | 44.59% | Q4 2025 | Jan 16, 2026 |
| Sovran Advisors, LLC | History | New | 9,586 | 337 | 0.03% | — | 446 | +9,586 | New | Q4 2025 | Jan 20, 2026 |
| Willis Johnson & Associates, Inc. | History | No change | 10,216 | 337 | 0.02% | 0.02% | 445 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Carnegie Lake Advisors LLC | History | No change | 10,200 | 336 | 0.13% | 0.12% | 447 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 10,166 | 335 | 0.02% | 0.01% | 448 | -120 | -1.17% | Q4 2025 | Feb 17, 2026 |
| Secure Asset Management, LLC | History | Reduced | 10,167 | 335 | 0.05% | 0.05% | 449 | -33 | -0.32% | Q4 2025 | Jan 20, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 10,000 | 330 | 0.0% | 0.0% | 454 | -154,823 | -93.93% | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | New | 10,013 | 330 | 0.0% | — | 455 | +10,013 | New | Q4 2025 | Feb 12, 2026 |
| GLENMEDE TRUST CO NA | History | New | 10,000 | 330 | 0.0% | — | 450 | +10,000 | New | Q4 2025 | Feb 17, 2026 |
| Investment Partners Asset Management, Inc. | History | Reduced | 10,019 | 330 | 0.21% | 0.2% | 453 | -283 | -2.75% | Q4 2025 | Jan 15, 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | History | No change | 10,000 | 330 | 0.14% | 0.13% | 451 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| TOWER BRIDGE ADVISORS | History | No change | 10,000 | 330 | 0.03% | 0.03% | 452 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | No change | 10,000 | 330 | 0.13% | 0.11% | 456 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Clientfirst Wealth Management, LLC | History | No change | 10,000 | 330 | 0.26% | 0.24% | 457 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Mendota Financial Group, LLC | History | No change | 10,000 | 330 | 0.24% | 0.22% | 458 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 9,949 | 328 | 0.02% | 0.02% | 459 | -1,999 | -16.73% | Q4 2025 | Feb 20, 2026 |
| Stonebridge Capital Advisors LLC | History | Reduced | 9,850 | 325 | 0.02% | 0.02% | 460 | -400 | -3.9% | Q4 2025 | Feb 12, 2026 |
| Inspire Advisors, LLC | History | Reduced | 9,711 | 320 | 0.03% | 0.03% | 461 | -597 | -5.79% | Q4 2025 | Feb 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 9,689 | 319 | 0.02% | 0.03% | 462 | -2,737 | -22.03% | Q4 2025 | Feb 03, 2026 |
| ARS Wealth Advisors Group, LLC | History | New | 9,561 | 315 | 0.03% | — | 464 | +9,561 | New | Q4 2025 | Jan 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 9,555 | 315 | 0.01% | 0.01% | 463 | -341 | -3.45% | Q4 2025 | Feb 09, 2026 |
| J.E. Simmons & Co., P.C. | History | New | 9,500 | 313 | 0.2% | — | 467 | +9,500 | New | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | Added to | 8,936 | 313 | 0.01% | 0.01% | 465 | +5,167 | 137.09% | Q4 2025 | Jan 21, 2026 |
| Wealth Dimensions Group, Ltd. | History | No change | 9,500 | 313 | 0.06% | 0.06% | 466 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 9,325 | 307 | 0.0% | — | 468 | +9,325 | New | Q4 2025 | Feb 17, 2026 |
| Diligent Investors, LLC | History | Added to | 9,188 | 303 | 0.07% | 0.07% | 469 | +153 | 1.69% | Q4 2025 | Jan 23, 2026 |
| Hamrick Investment Counsel, llc | History | New | 9,060 | 299 | 0.22% | — | 470 | +9,060 | New | Q4 2025 | Mar 31, 2026 |
| Parvin Asset Management, LLC | History | New | 9,048 | 298 | 0.24% | — | 471 | +9,048 | New | Q4 2025 | Feb 17, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 8,645 | 297 | 0.04% | 0.04% | 472 | -320 | -3.57% | Q4 2025 | Jan 14, 2026 |
| Rockwood Wealth Management, LLC | History | New | 8,958 | 295 | 0.02% | — | 473 | +8,958 | New | Q4 2025 | Jan 29, 2026 |
| Strait & Sound Wealth Management LLC | History | No change | 8,786 | 290 | 0.11% | 0.1% | 474 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | New | 8,729 | 288 | 0.01% | — | 475 | +8,729 | New | Q4 2025 | Feb 10, 2026 |
| Cushing Capital Partners, LLC | History | Reduced | 8,712 | 287 | 0.21% | 0.2% | 477 | -33 | -0.38% | Q4 2025 | Jan 14, 2026 |
| PECAUT & CO. | History | No change | 8,700 | 287 | 0.09% | 0.08% | 476 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TOWNSQUARE CAPITAL LLC | History | New | 8,654 | 285 | 0.06% | — | 478 | +8,654 | New | Q4 2025 | Feb 11, 2026 |
| Asset Advisors Investment Management, LLC | History | No change | 8,600 | 283 | 0.03% | 0.02% | 479 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 8,500 | 280 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sigma Planning Corp | History | Reduced | 8,460 | 279 | 0.01% | 0.01% | 481 | -4,675 | -35.59% | Q4 2025 | Jan 30, 2026 |
| Cannon Advisors, Inc. | History | No change | 7,877 | 278 | 0.2% | 0.16% | 482 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Smithfield Trust Co | History | No change | 8,347 | 276 | 0.01% | 0.01% | 483 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 8,283 | 273 | 0.02% | 0.02% | 484 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Ledyard National Bank | History | No change | 8,187 | 270 | 0.02% | 0.02% | 485 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Forum Financial Management, LP | History | No change | 8,169 | 269 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 8,000 | 264 | 0.04% | 0.04% | 487 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Tranquilli Financial Advisor LLC | History | No change | 8,000 | 264 | 0.15% | 0.14% | 488 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | No change | 8,000 | 264 | 0.18% | 0.17% | 489 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Uniting Wealth Partners, LLC | History | No change | 8,000 | 264 | 0.08% | 0.06% | 490 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Avior Wealth Management, LLC | History | No change | 7,981 | 263 | 0.01% | 0.01% | 491 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| HB Wealth Management, LLC | History | Reduced | 7,918 | 261 | 0.0% | 0.0% | 492 | -419 | -5.03% | Q4 2025 | Jan 28, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | New | 7,900 | 260 | 0.08% | — | 493 | +7,900 | New | Q4 2025 | Jan 20, 2026 |
| Pacific Center for Financial Services | History | No change | 8,750 | 259 | 0.07% | 0.07% | 494 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 7,684 | 253 | 0.02% | 0.02% | 495 | -3,974 | -34.09% | Q4 2025 | Jan 21, 2026 |
| Pacific Wealth Management | History | No change | 7,565 | 249 | 0.12% | 0.11% | 496 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Savant Capital, LLC | History | Reduced | 7,522 | 248 | 0.0% | 0.0% | 497 | -1,398 | -15.67% | Q4 2025 | Feb 10, 2026 |
| Towneley Capital Management, Inc / DE | History | No change | 7,510 | 247 | 0.05% | 0.05% | 498 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Principia Wealth Advisory, LLC | History | Reduced | 7,390 | 244 | 0.15% | 0.19% | 499 | -1,890 | -20.37% | Q4 2025 | Feb 10, 2026 |
| MANCHESTER FINANCIAL INC | History | Added to | 7,360 | 243 | 0.05% | 0.04% | 500 | +410 | 5.9% | Q4 2025 | Feb 12, 2026 |
| Plan Group Financial, LLC | History | New | 7,300 | 241 | 0.06% | — | 501 | +7,300 | New | Q4 2025 | Feb 03, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 7,200 | 237 | 0.03% | — | 503 | +7,200 | New | Q4 2025 | Feb 13, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | New | 7,191 | 237 | 0.03% | — | 502 | +7,191 | New | Q4 2025 | Feb 03, 2026 |
| Fiduciary Alliance LLC | History | Added to | 7,195 | 237 | 0.02% | 0.01% | 505 | +300 | 4.35% | Q4 2025 | Jan 22, 2026 |
| Coastwise Capital Group, LLC | History | No change | 7,200 | 237 | 0.12% | 0.15% | 504 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Outlook Wealth Advisors, LLC | History | New | 7,110 | 234 | 0.05% | — | 507 | +7,110 | New | Q4 2025 | Feb 11, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 7,112 | 234 | 0.03% | 0.04% | 508 | -640 | -8.26% | Q4 2025 | Feb 13, 2026 |
| Trust Point Inc. | History | No change | 7,113 | 234 | 0.02% | 0.02% | 506 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| KEATING INVESTMENT COUNSELORS INC | History | No change | 7,010 | 231 | 0.06% | 0.06% | 509 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Caldwell Trust Co | History | New | 6,970 | 230 | 0.02% | — | 510 | +6,970 | New | Q4 2025 | Jan 30, 2026 |
| Joseph P. Lucia & Associates, LLC | History | No change | 6,955 | 229 | 0.08% | 0.08% | 511 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Madrona Financial Services, LLC | History | New | 6,890 | 227 | 0.05% | — | 513 | +6,890 | New | Q4 2025 | Jan 22, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 6,884 | 227 | 0.01% | 0.01% | 512 | +170 | 2.53% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 6,818 | 225 | 0.0% | 0.0% | 514 | -170 | -2.43% | Q4 2025 | Feb 11, 2026 |
| FSA Advisors, Inc. | History | New | 6,745 | 222 | 0.15% | — | 515 | +6,745 | New | Q4 2025 | Feb 02, 2026 |
| Redhawk Wealth Advisors, Inc. | History | New | 6,679 | 220 | 0.02% | — | 516 | +6,679 | New | Q4 2025 | Jan 14, 2026 |
| Avantax Planning Partners, Inc. | History | New | 6,658 | 219 | 0.01% | — | 517 | +6,658 | New | Q4 2025 | Feb 05, 2026 |
| Advisors Capital Management, LLC | History | New | 6,635 | 219 | 0.0% | — | 518 | +6,635 | New | Q4 2025 | Jan 29, 2026 |
| BESSEMER GROUP INC | History | New | 6,586 | 217 | 0.0% | — | 519 | +6,586 | New | Q4 2025 | Feb 05, 2026 |
| Wealthspire Retirement, LLC | History | New | 6,570 | 216 | 0.01% | — | 521 | +6,570 | New | Q4 2025 | Feb 18, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 6,536 | 216 | 0.0% | — | 520 | +6,536 | New | Q4 2025 | Feb 05, 2026 |
| Ironwood Investment Counsel, LLC | History | New | 6,520 | 215 | 0.03% | — | 522 | +6,520 | New | Q4 2025 | Feb 06, 2026 |
| J. Derek Lewis & Associates Inc. | History | New | 6,500 | 214 | 0.05% | — | 524 | +6,500 | New | Q4 2025 | Mar 23, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 6,500 | 214 | 0.01% | 0.0% | 523 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| O'ROURKE & COMPANY, Inc | History | New | 6,417 | 211 | 0.08% | — | 526 | +6,417 | New | Q4 2025 | Jan 28, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 6,420 | 211 | 0.01% | 0.01% | 525 | -336 | -4.97% | Q4 2025 | Feb 10, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | New | 6,369 | 210 | 0.02% | — | 527 | +6,369 | New | Q4 2025 | Jan 12, 2026 |
| PINNACLE ASSOCIATES LTD | History | New | 6,335 | 209 | 0.0% | — | 528 | +6,335 | New | Q4 2025 | Feb 05, 2026 |
| Summit Financial Strategies, Inc. | History | New | 6,272 | 207 | 0.02% | — | 529 | +6,272 | New | Q4 2025 | Jan 27, 2026 |
| RHS Financial, LLC | History | New | 6,260 | 206 | 0.1% | — | 530 | +6,260 | New | Q4 2025 | Jan 16, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | New | 6,232 | 205 | 0.07% | — | 531 | +6,232 | New | Q4 2025 | Mar 26, 2026 |
| SMITH, MOORE & CO. | History | New | 6,160 | 203 | 0.02% | — | 532 | +6,160 | New | Q4 2025 | Jan 23, 2026 |
| Triton Wealth Management, PLLC | History | Reduced | 5,519 | 203 | 0.08% | 0.08% | 533 | -1,671 | -23.24% | Q4 2025 | Feb 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | New | 6,125 | 202 | 0.08% | — | 534 | +6,125 | New | Q4 2025 | Feb 13, 2026 |
| Midwest Trust Co | History | Reduced | 6,110 | 201 | 0.0% | 0.01% | 537 | -8,798 | -59.02% | Q4 2025 | Feb 04, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 6,089 | 201 | 0.04% | 0.0% | 536 | -2,002 | -24.74% | Q4 2025 | Mar 04, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 6,090 | 201 | 0.02% | 0.01% | 535 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | New | 6,084 | 200 | 0.19% | — | 539 | +6,084 | New | Q4 2025 | Feb 04, 2026 |
| Alternative Investment Advisors, LLC. | History | New | 6,065 | 200 | 0.09% | — | 538 | +6,065 | New | Q4 2025 | Feb 24, 2026 |
| DV Trading LLC | History | New | 6,000 | 198 | 0.01% | — | 540 | +6,000 | New | Q4 2025 | Feb 17, 2026 |
| Red Tortoise LLC | History | No change | 5,600 | 184 | 0.08% | 0.07% | 541 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Evergreen Private Wealth LLC | History | Reduced | 5,400 | 178 | 0.07% | 0.09% | 542 | -1,901 | -26.04% | Q4 2025 | Jan 28, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 5,226 | 172 | 0.12% | 0.1% | 543 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Arlington Trust Co LLC | History | No change | 5,206 | 171 | 0.02% | 0.03% | 544 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| PRIVATE TRUST CO NA | History | No change | 5,000 | 165 | 0.01% | 0.01% | 545 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Colonial Trust Advisors | History | No change | 5,000 | 165 | 0.01% | 0.01% | 546 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 3,937 | 130 | 0.0% | 0.01% | 547 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 3,906 | 128 | 0.01% | 0.01% | 548 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| First Command Advisory Services, Inc. | History | No change | 3,796 | 125 | 0.0% | 0.0% | 549 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Colonial Trust Co / SC | History | No change | 3,624 | 119 | 0.02% | 0.01% | 550 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BlackRock, Inc. | History | Added to | 3,573 | 117 | 0.0% | 0.0% | 551 | +395 | 12.43% | Q4 2025 | Feb 12, 2026 |
| Spire Wealth Management | History | Reduced | 3,387 | 111 | 0.0% | 0.01% | 552 | -8,857 | -72.34% | Q4 2025 | Jan 14, 2026 |
| Salomon & Ludwin, LLC | History | No change | 3,250 | 110 | 0.01% | 0.01% | 553 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Purpose Unlimited Inc. | History | New | 3,300 | 109 | 0.0% | — | 554 | +3,300 | New | Q4 2025 | Mar 20, 2026 |
| Blue Trust, Inc. | History | Added to | 3,254 | 107 | 0.0% | 0.0% | 555 | +2,840 | 685.99% | Q4 2025 | Jan 16, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | No change | 3,250 | 107 | 0.03% | 0.03% | 556 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 3,200 | 105 | 0.02% | 0.02% | 557 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 3,026 | 99 | 0.03% | 0.03% | 558 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 2,897 | 95 | 0.06% | 0.06% | 559 | -212 | -6.82% | Q4 2025 | Feb 05, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 2,500 | 82 | 0.0% | 0.0% | 560 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | New | 2,400 | 79 | 0.0% | — | 561 | +2,400 | New | Q4 2025 | Jan 23, 2026 |
| NBC SECURITIES, INC. | History | No change | 2,225 | 73 | 0.01% | 0.0% | 562 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Wilkerson Advisory Group LLC | History | New | 2,198 | 72 | 0.03% | — | 564 | +2,198 | New | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 2,186 | 72 | 0.0% | — | 563 | +2,186 | New | Q4 2025 | Jan 21, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 2,177 | 71 | 0.01% | — | 566 | +2,177 | New | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 2,172 | 71 | 0.0% | — | 565 | +2,172 | New | Q4 2025 | Feb 17, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 2,162 | 71 | 0.03% | 0.02% | 567 | +714 | 49.31% | Q4 2025 | Feb 03, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 2,135 | 70 | 0.01% | 0.01% | 568 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 1,950 | 64 | 0.04% | — | 569 | +1,950 | New | Q4 2025 | Feb 19, 2026 |
| ASSETMARK, INC | History | Reduced | 1,752 | 57 | 0.0% | 0.0% | 570 | -1,921 | -52.3% | Q4 2025 | Jan 23, 2026 |
| Strategic Advocates LLC | History | No change | 1,732 | 57 | 0.01% | 0.01% | 571 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 1,675 | 55 | 0.02% | 0.02% | 572 | +375 | 28.85% | Q4 2025 | Jan 30, 2026 |
| Concord Wealth Partners | History | No change | 1,600 | 52 | 0.01% | 0.01% | 573 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Intelligent Financial Strategies | History | No change | 1,518 | 50 | 0.02% | 0.02% | 574 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| US BANCORP \DE\ | History | No change | 1,485 | 49 | 0.0% | 0.0% | 575 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1,500 | 49 | 0.0% | 0.0% | 576 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EASTERN BANK | History | New | 1,434 | 47 | 0.0% | — | 577 | +1,434 | New | Q4 2025 | Jan 14, 2026 |
| Cheviot Value Management, LLC | History | No change | 1,175 | 47 | 0.0% | 0.0% | 578 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Missouri Trust & Investment Co | History | Reduced | 1,350 | 44 | 0.01% | 0.01% | 579 | -150 | -10.0% | Q4 2025 | Feb 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 1,273 | 42 | 0.0% | 0.0% | 580 | -227 | -15.13% | Q4 2025 | Feb 06, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 1,008 | 39 | 0.0% | 0.0% | 581 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| MTM Investment Management, LLC | History | No change | 1,200 | 39 | 0.01% | 0.01% | 582 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Financial Management Professionals, Inc. | History | New | 1,100 | 36 | 0.0% | — | 583 | +1,100 | New | Q4 2025 | Jan 27, 2026 |
| Trust Co | History | Added to | 1,099 | 36 | 0.0% | 0.0% | 584 | +9 | 0.83% | Q4 2025 | Jan 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,103 | 36 | 0.0% | 0.0% | 585 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| JNBA Financial Advisors | History | Reduced | 1,060 | 35 | 0.0% | 0.01% | 586 | -1,504 | -58.66% | Q4 2025 | Jan 26, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 1,088 | 35 | 0.01% | 0.01% | 587 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 1,000 | 33 | 0.0% | — | 589 | +1,000 | New | Q4 2025 | Jan 30, 2026 |
| Manchester Capital Management LLC | History | No change | 1,000 | 33 | 0.0% | 0.0% | 588 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 1,000 | 33 | 0.01% | 0.01% | 590 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SWAN Capital LLC | History | No change | 951 | 31 | 0.01% | 0.01% | 591 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SageView Advisory Group, LLC | History | New | 900 | 29 | 0.0% | — | 593 | +900 | New | Q4 2025 | Feb 17, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 903 | 29 | 0.0% | 0.0% | 592 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Dunhill Financial, LLC | History | No change | 850 | 28 | 0.01% | 0.01% | 594 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Bank of New Hampshire | History | New | 800 | 26 | 0.01% | — | 595 | +800 | New | Q4 2025 | Mar 16, 2026 |
| Bank & Trust Co | History | No change | 736 | 24 | 0.02% | 0.02% | 596 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 614 | 20 | 0.0% | 0.0% | 597 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WEBSTER BANK, N. A. | History | No change | 585 | 19 | 0.0% | 0.0% | 598 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 572 | 18 | 0.01% | — | 600 | +572 | New | Q4 2025 | Feb 10, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 485 | 18 | 0.01% | 0.01% | 599 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Pacifica Partners Inc. | History | Reduced | 500 | 16 | 0.01% | 0.01% | 602 | -500 | -50.0% | Q4 2025 | Jan 09, 2026 |
| Costello Asset Management, INC | History | No change | 500 | 16 | 0.01% | 0.0% | 601 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Roxbury Financial LLC | History | Added to | 475 | 15 | 0.01% | 0.01% | 604 | +80 | 20.25% | Q4 2025 | Jan 05, 2026 |
| Silicon Valley Capital Partners | History | No change | 475 | 15 | 0.0% | 0.0% | 603 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kilter Group LLC | History | No change | 482 | 15 | 0.01% | 0.01% | 605 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 453 | 14 | 0.01% | — | 607 | +453 | New | Q4 2025 | Feb 18, 2026 |
| Laurel Wealth Advisors LLC | History | New | 441 | 14 | 0.0% | — | 606 | +441 | New | Q4 2025 | Jan 30, 2026 |
| SHP Wealth Management | History | New | 400 | 13 | 0.0% | — | 608 | +400 | New | Q4 2025 | Mar 04, 2026 |
| Luminist Capital LLC | History | No change | 400 | 13 | 0.02% | 0.01% | 609 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 350 | 11 | 0.0% | 0.0% | 610 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Optiver Holding B.V. | History | New | 324 | 10 | 0.0% | — | 612 | +324 | New | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 303 | 10 | 0.0% | — | 611 | +280 | 1217.39% | Q4 2025 | Feb 17, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 287 | 9 | 0.0% | 0.08% | 614 | -17,652 | -98.4% | Q4 2025 | Jan 29, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 287 | 9 | 0.0% | 0.0% | 613 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| BIRCHBROOK, INC. | History | No change | 284 | 9 | 0.0% | 0.0% | 615 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BFSG, LLC | History | No change | 250 | 8 | 0.0% | 0.0% | 616 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 259 | 8 | 0.0% | 0.0% | 617 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 242 | 7 | 0.0% | — | 618 | +242 | New | Q4 2025 | Feb 11, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 200 | 6 | 0.0% | 0.0% | 619 | -400 | -66.67% | Q4 2025 | Feb 12, 2026 |
| Lodestone Wealth Management LLC | History | New | 203 | 6 | 0.0% | — | 620 | +203 | New | Q4 2025 | Jan 15, 2026 |
| Caitlin John, LLC | History | No change | 200 | 6 | 0.0% | 0.0% | 621 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| DecisionPoint Financial, LLC | History | No change | 150 | 4 | 0.0% | 0.0% | 622 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | New | 84 | 3 | 0.0% | — | 623 | +84 | New | Q4 2025 | Feb 10, 2026 |
| Strengthening Families & Communities, LLC | History | New | 70 | 2 | 0.0% | — | 624 | +70 | New | Q4 2025 | Feb 03, 2026 |
| Triumph Capital Management | History | New | 50 | 1 | 0.0% | — | 625 | +50 | New | Q4 2025 | Feb 12, 2026 |
| Scarborough Advisors, LLC | History | New | 50 | 1 | 0.0% | — | 627 | +50 | New | Q4 2025 | Feb 17, 2026 |
| Key FInancial Inc | History | No change | 46 | 1 | 0.0% | 0.0% | 626 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Paladin Advisory Group, LLC | History | No change | 45 | 1 | 0.0% | 0.0% | 628 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Concorde Financial Corp | History | Closed out | 0 | 0 | — | 10.12% | — | -616,691 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.49% | — | -377,026 | -100.0% | Q3 2025 | Oct 23, 2025 |
| CHEMUNG CANAL TRUST CO | History | Closed out | 0 | 0 | — | 1.64% | — | -277,740 | -100.0% | Q3 2025 | Oct 17, 2025 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -252,761 | -100.0% | Q3 2025 | Mar 31, 2026 |
| PERRITT CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 2.8% | — | -199,303 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Farringdon Capital, Ltd. | History | Closed out | 0 | 0 | — | 0.86% | — | -114,360 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Precision Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 0.45% | — | -46,635 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Procyon Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -46,207 | -100.0% | Q3 2025 | Oct 28, 2025 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.28% | — | -36,200 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34,034 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Kiker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.48% | — | -32,407 | -100.0% | Q3 2025 | Oct 27, 2025 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Closed out | 0 | 0 | — | 0.61% | — | -31,322 | -100.0% | Q3 2025 | Oct 22, 2025 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -29,449 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Challenger Wealth Management | History | Closed out | 0 | 0 | — | 0.36% | — | -15,573 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -8,475 | -100.0% | Q3 2025 | Oct 21, 2025 |
| New Republic Capital, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -8,323 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Ballew Advisors, Inc | History | Closed out | 0 | 0 | — | 0.15% | — | -8,220 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Fortis Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,157 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Heritage Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,790 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Icon Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Evelyn Partners Investment Management Services Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -2,520 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DUNCKER STREETT & CO INC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,965 | -100.0% | Q3 2025 | Oct 23, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,537 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,270 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Hilltop National Bank | History | Closed out | 0 | 0 | — | 0.01% | — | -1,264 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Delos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -436 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -105 | -100.0% | Q3 2025 | Nov 03, 2025 |
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV | History | New | 50 | 0 | — | — | — | +50 | New | Q4 2025 | Jan 22, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -47 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Financial Gravity Asset Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -30 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Strive Financial Group ,LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 18, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |