INVESCO EXCHANGE-TRADED FUND TRUST - PPA
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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 | Added to | 7,715,207 | 1,208,432 | 0.09% | 0.08% | 1 | +46,993 | 0.61% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 2,143,208 | 335,691 | 0.02% | 0.02% | 2 | +27,624 | 1.31% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 1,729,063 | 270,823 | 0.07% | 0.08% | 3 | +60,321 | 3.61% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Reduced | 784,655 | 122,900 | 0.02% | 0.02% | 4 | -41,186 | -4.99% | Q4 2025 | Jan 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 651,525 | 102,048 | 0.02% | 0.02% | 5 | +37,509 | 6.11% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 498,344 | 78,055 | 0.09% | 0.09% | 6 | -37,742 | -7.04% | Q4 2025 | Feb 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 458,214 | 71,760 | 0.02% | 0.01% | 7 | +57,292 | 14.29% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 448,911 | 70,312 | 0.02% | 0.02% | 8 | -11,560 | -2.51% | Q4 2025 | Feb 18, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 338,766 | 56,990 | 2.29% | 2.23% | 9 | +6,043 | 1.82% | Q4 2025 | Jan 09, 2026 |
| Composition Wealth, LLC | History | Added to | 350,260 | 54,861 | 0.79% | 0.81% | 10 | +1,931 | 0.55% | Q4 2025 | Feb 02, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 337,760 | 52,903 | 0.92% | 1.1% | 11 | +4,207 | 1.26% | Q4 2025 | Feb 19, 2026 |
| Cetera Investment Advisers | History | Reduced | 305,467 | 47,845 | 0.05% | 0.06% | 12 | -21,952 | -6.7% | Q4 2025 | Feb 17, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 290,567 | 45,511 | 0.79% | 0.64% | 13 | -8,825 | -2.95% | Q4 2025 | Feb 17, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 275,480 | 43,148 | 0.5% | 0.57% | 14 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 222,240 | 34,822 | 0.05% | 0.05% | 15 | +98 | 0.04% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Reduced | 221,977 | 34,768 | 0.2% | 0.23% | 16 | -16,520 | -6.93% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 204,689 | 32,060 | 0.01% | 0.01% | 17 | +13,658 | 7.15% | Q4 2025 | Feb 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 187,448 | 29,360 | 0.02% | 0.01% | 18 | +88,962 | 90.33% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 186,237 | 29,170 | 0.04% | 0.04% | 19 | +1,235 | 0.67% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 184,610 | 28,916 | 0.0% | — | 20 | +184,610 | New | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 176,864 | 27,702 | 0.02% | 0.01% | 21 | +35,437 | 25.06% | Q4 2025 | Feb 17, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | History | No change | 166,184 | 26,029 | 1.7% | 1.74% | 22 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 164,017 | 25,689 | 0.03% | 0.03% | 23 | +2,340 | 1.45% | Q4 2025 | Feb 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 158,246 | 24,786 | 0.07% | 0.07% | 24 | -3,057 | -1.9% | Q4 2025 | Feb 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 150,872 | 23,631 | 0.06% | 0.06% | 25 | +9,916 | 7.03% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 124,660 | 19,528 | 0.02% | 0.02% | 26 | +1,287 | 1.04% | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 116,248 | 18,207 | 0.12% | 0.12% | 27 | +13,023 | 12.62% | Q4 2025 | Feb 17, 2026 |
| SEARCY FINANCIAL SERVICES INC /ADV | History | Reduced | 112,897 | 17,683 | 6.55% | 6.95% | 28 | -4,715 | -4.01% | Q4 2025 | Jan 22, 2026 |
| Focus Partners Wealth | History | Added to | 105,798 | 16,571 | 0.02% | 0.03% | 29 | +2,616 | 2.54% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 97,881 | 15,331 | 0.04% | 0.03% | 30 | +13,904 | 16.56% | Q4 2025 | Feb 11, 2026 |
| Modern Wealth Management, LLC | History | Added to | 90,156 | 14,121 | 0.26% | 0.28% | 31 | +246 | 0.27% | Q4 2025 | Feb 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 90,661 | 14,106 | 0.34% | 0.19% | 32 | +26,260 | 40.78% | Q4 2025 | Feb 11, 2026 |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV | History | Reduced | 89,123 | 13,959 | 11.71% | 11.92% | 33 | -110 | -0.12% | Q4 2025 | Jan 29, 2026 |
| EFG International AG | History | New | 88,098 | 13,798 | 0.27% | — | 34 | +88,098 | New | Q4 2025 | Feb 17, 2026 |
| Presidio Capital Management, LLC | History | Reduced | 83,675 | 13,106 | 3.94% | 4.62% | 35 | -1,102 | -1.3% | Q4 2025 | Jan 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 83,290 | 13,045 | 0.0% | 0.0% | 36 | +1,706 | 2.09% | Q4 2025 | Mar 25, 2026 |
| IHT Wealth Management, LLC | History | Added to | 82,325 | 12,894 | 0.31% | 0.28% | 37 | +11,931 | 16.95% | Q4 2025 | Feb 17, 2026 |
| Quadrature Capital Ltd | History | Reduced | 82,136 | 12,864 | 0.13% | 0.18% | 38 | -16,001 | -16.3% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Reduced | 78,401 | 12,280 | 0.02% | 0.04% | 39 | -65,434 | -45.49% | Q4 2025 | Mar 09, 2026 |
| Private Advisor Group, LLC | History | Reduced | 77,175 | 12,087 | 0.06% | 0.07% | 40 | -17,074 | -18.12% | Q4 2025 | Feb 17, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 75,167 | 11,773 | 0.21% | 0.24% | 41 | +106 | 0.14% | Q4 2025 | Jan 16, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Added to | 73,014 | 11,436 | 3.93% | 3.89% | 42 | +5,299 | 7.83% | Q4 2025 | Feb 10, 2026 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | History | No change | 72,000 | 11,277 | 1.56% | 1.63% | 43 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Added to | 69,625 | 10,905 | 0.7% | 0.67% | 44 | +4,664 | 7.18% | Q4 2025 | Feb 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 69,500 | 10,885 | 0.0% | 0.02% | 45 | -120,500 | -63.42% | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 64,932 | 10,170 | 0.04% | 0.04% | 46 | +1,919 | 3.05% | Q4 2025 | Feb 13, 2026 |
| PRUDENTIAL PLC | History | No change | 64,600 | 10,118 | 0.08% | 0.07% | 47 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Hollow Brook Wealth Management LLC | History | Reduced | 63,817 | 9,995 | 2.59% | 2.53% | 48 | -4,897 | -7.13% | Q4 2025 | Feb 17, 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | History | No change | 61,165 | 9,580 | 1.88% | 1.95% | 49 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 58,613 | 9,180 | 0.41% | 0.44% | 50 | +1,610 | 2.82% | Q4 2025 | Feb 17, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 57,776 | 9,049 | 0.06% | 0.07% | 51 | +1,587 | 2.82% | Q4 2025 | Feb 18, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 54,669 | 8,562 | 0.05% | 0.05% | 52 | +1,285 | 2.41% | Q4 2025 | Feb 12, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 46,017 | 7,207 | 2.28% | 2.31% | 53 | +380 | 0.83% | Q4 2025 | Jan 28, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 44,007 | 6,892 | 0.01% | 0.0% | 54 | +28,822 | 189.81% | Q4 2025 | Mar 16, 2026 |
| SageGuard Financial Group, LLC | History | New | 43,596 | 6,828 | 1.09% | — | 55 | +43,596 | New | Q4 2025 | Jan 27, 2026 |
| Kovack Advisors, Inc. | History | Added to | 43,083 | 6,748 | 0.31% | 0.06% | 56 | +39,037 | 964.83% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 43,073 | 6,746 | 0.02% | 0.03% | 57 | +3,048 | 7.62% | Q4 2025 | Feb 18, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 42,879 | 6,716 | 0.0% | 0.0% | 58 | +1,777 | 4.32% | Q4 2025 | Feb 11, 2026 |
| CMH Wealth Management LLC | History | Reduced | 42,329 | 6,629 | 1.42% | 1.49% | 59 | -2,705 | -6.01% | Q4 2025 | Jan 13, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 41,477 | 6,496 | 0.81% | 0.85% | 60 | +171 | 0.41% | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 40,289 | 6,309 | 0.02% | 0.02% | 61 | +5,502 | 15.82% | Q4 2025 | Feb 12, 2026 |
| Artesa Financial Group, LLC | History | New | 40,136 | 6,286 | 6.47% | — | 62 | +40,136 | New | Q4 2025 | Feb 11, 2026 |
| Uniting Wealth Partners, LLC | History | Added to | 39,736 | 6,223 | 1.91% | 1.43% | 63 | +637 | 1.63% | Q4 2025 | Feb 13, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Reduced | 39,715 | 6,220 | 1.48% | 2.02% | 64 | -16,647 | -29.54% | Q4 2025 | Feb 13, 2026 |
| LM Advisors LLC | History | Reduced | 940 | 6,000 | 0.11% | 0.13% | 65 | -5,060 | -84.33% | Q4 2025 | Feb 13, 2026 |
| Financial Partners Group, Inc | History | Added to | 34,102 | 5,953 | 0.69% | 0.65% | 66 | +571 | 1.7% | Q4 2025 | Feb 03, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 37,387 | 5,855 | 0.28% | 0.24% | 67 | +1,792 | 5.03% | Q4 2025 | Jan 21, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 36,875 | 5,775 | 0.01% | 0.01% | 68 | -3,849 | -9.45% | Q4 2025 | Feb 17, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Reduced | 36,044 | 5,645 | 1.87% | 1.93% | 69 | -754 | -2.05% | Q4 2025 | Jan 22, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 36,012 | 5,640 | 0.16% | 0.17% | 70 | +2,801 | 8.43% | Q4 2025 | Feb 12, 2026 |
| Belpointe Asset Management LLC | History | Added to | 33,644 | 5,269 | 0.19% | 0.19% | 71 | +1,803 | 5.66% | Q4 2025 | Jan 27, 2026 |
| Detalus Advisors, LLC | History | Added to | 33,288 | 5,213 | 1.27% | 1.15% | 72 | +4,717 | 16.51% | Q4 2025 | Feb 03, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 31,425 | 4,921 | 0.09% | 0.1% | 73 | -1,002 | -3.09% | Q4 2025 | Feb 12, 2026 |
| Pachira Investments Inc. | History | Added to | 31,215 | 4,889 | 2.38% | 1.52% | 74 | +13,794 | 79.18% | Q4 2025 | Feb 02, 2026 |
| Riggs Asset Managment Co. Inc. | History | Added to | 30,994 | 4,854 | 0.98% | 1.04% | 75 | +268 | 0.87% | Q4 2025 | Jan 29, 2026 |
| Brookstone Capital Management | History | Added to | 30,866 | 4,834 | 0.06% | 0.05% | 76 | +4,950 | 19.1% | Q4 2025 | Jan 15, 2026 |
| RM Financial Services, LLC | History | New | 30,598 | 4,792 | 4.25% | — | 77 | +30,598 | New | Q4 2025 | Feb 11, 2026 |
| Henson-Edgewater Management, LLC | History | New | 30,390 | 4,759 | 2.81% | — | 78 | +30,390 | New | Q4 2025 | Mar 31, 2026 |
| Sowell Financial Services LLC | History | Added to | 30,288 | 4,744 | 0.17% | 0.15% | 79 | +5,138 | 20.43% | Q4 2025 | Jan 21, 2026 |
| StoneX Group Inc. | History | Added to | 30,259 | 4,739 | 0.21% | 0.18% | 80 | +3,269 | 12.11% | Q4 2025 | Feb 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 30,084 | 4,712 | 0.3% | 0.32% | 81 | -746 | -2.42% | Q4 2025 | Feb 06, 2026 |
| WT Wealth Management | History | Reduced | 29,303 | 4,589 | 1.32% | 2.07% | 82 | -16,949 | -36.64% | Q4 2025 | Feb 02, 2026 |
| KPP Advisory Services LLC | History | Added to | 29,158 | 4,566 | 0.66% | 0.55% | 83 | +5,352 | 22.48% | Q4 2025 | Feb 02, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 29,103 | 4,558 | 2.19% | 2.18% | 84 | +29 | 0.1% | Q4 2025 | Feb 05, 2026 |
| Green Ridge Wealth Planning LLC | History | New | 29,088 | 4,556 | 2.33% | — | 85 | +29,088 | New | Q4 2025 | Mar 11, 2026 |
| Cerity Partners LLC | History | Added to | 26,092 | 4,097 | 0.01% | 0.01% | 86 | +1,046 | 4.18% | Q4 2025 | Feb 11, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 25,614 | 4,012 | 0.45% | 0.46% | 87 | -519 | -1.99% | Q4 2025 | Jan 21, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 25,348 | 3,970 | 0.03% | 0.03% | 88 | +521 | 2.1% | Q4 2025 | Jan 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 24,686 | 3,867 | 0.01% | — | 89 | +24,686 | New | Q4 2025 | Feb 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 24,582 | 3,850 | 0.08% | 0.08% | 90 | +1,314 | 5.65% | Q4 2025 | Feb 09, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 24,339 | 3,812 | 0.4% | 0.42% | 91 | -345 | -1.4% | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 23,996 | 3,758 | 0.01% | 0.01% | 92 | -8,332 | -25.77% | Q4 2025 | Feb 13, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 23,838 | 3,733 | 0.22% | 0.25% | 93 | -62 | -0.26% | Q4 2025 | Jan 28, 2026 |
| Tidemark, LLC | History | Added to | 22,509 | 3,525 | 1.0% | 0.94% | 94 | +1,676 | 8.04% | Q4 2025 | Feb 10, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | New | 22,320 | 3,495 | 1.15% | — | 95 | +22,320 | New | Q4 2025 | Jan 27, 2026 |
| Merit Financial Group, LLC | History | Added to | 21,821 | 3,417 | 0.03% | 0.03% | 96 | +1,801 | 9.0% | Q4 2025 | Jan 26, 2026 |
| Harbour Wealth Management Group, Inc. | History | New | 21,240 | 3,326 | 2.6% | — | 97 | +21,240 | New | Q4 2025 | Feb 19, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 21,126 | 3,309 | 0.54% | 0.49% | 98 | +2,008 | 10.5% | Q4 2025 | Jan 28, 2026 |
| CWM, LLC | History | Reduced | 20,796 | 3,257 | 0.01% | 0.01% | 99 | -9,913 | -32.28% | Q4 2025 | Jan 26, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 20,295 | 3,178 | 0.73% | 0.58% | 100 | +3,900 | 23.79% | Q4 2025 | Jan 16, 2026 |
| Bleakley Financial Group, LLC | History | No change | 20,134 | 3,153 | 0.05% | 0.07% | 101 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Asset One Wealth Management LLC | History | New | 17,802 | 3,092 | 0.42% | — | 102 | +17,802 | New | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 17,879 | 3,007 | 0.0% | 0.0% | 103 | +435 | 2.49% | Q4 2025 | Jan 08, 2026 |
| Prospera Financial Services Inc | History | Added to | 19,052 | 2,989 | 0.05% | 0.05% | 104 | +553 | 2.99% | Q4 2025 | Feb 09, 2026 |
| Focus Financial Network, Inc. | History | Added to | 18,542 | 2,904 | 0.1% | 0.1% | 105 | +547 | 3.04% | Q4 2025 | Jan 12, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | Reduced | 18,501 | 2,897 | 1.8% | 2.18% | 106 | -3,200 | -14.75% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 18,412 | 2,870 | 0.02% | 0.01% | 107 | +6,700 | 57.21% | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 17,955 | 2,812 | 0.01% | 0.01% | 108 | +916 | 5.38% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 17,926 | 2,811 | 0.02% | — | 109 | +17,926 | New | Q4 2025 | Feb 18, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 17,746 | 2,778 | 0.89% | 0.85% | 110 | +2,274 | 14.7% | Q4 2025 | Feb 10, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 17,665 | 2,766 | 0.22% | 0.19% | 111 | +3,246 | 22.51% | Q4 2025 | Feb 04, 2026 |
| FMR LLC | History | Added to | 17,278 | 2,706 | 0.0% | 0.0% | 112 | +693 | 4.18% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 17,156 | 2,687 | 0.03% | 0.03% | 113 | +520 | 3.13% | Q4 2025 | Jan 20, 2026 |
| FLOYD FINANCIAL GROUP LLC | History | Added to | 14,841 | 2,680 | 1.81% | 1.61% | 114 | +816 | 5.82% | Q4 2025 | Feb 24, 2026 |
| McNaughton Wealth Management, LLC | History | Added to | 17,033 | 2,667 | 1.1% | 0.98% | 115 | +2,023 | 13.48% | Q4 2025 | Jan 12, 2026 |
| Mariner, LLC | History | Added to | 16,619 | 2,602 | 0.0% | 0.0% | 116 | +1,161 | 7.51% | Q4 2025 | Feb 13, 2026 |
| Spectrum Strategic Capital Management, LLC | History | Reduced | 16,374 | 2,564 | 1.36% | 1.67% | 118 | -4,654 | -22.13% | Q4 2025 | Feb 05, 2026 |
| Sovran Advisors, LLC | History | Added to | 14,333 | 2,564 | 0.22% | 0.2% | 119 | +264 | 1.88% | Q4 2025 | Jan 20, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 16,371 | 2,564 | 0.04% | 0.03% | 117 | -175 | -1.06% | Q4 2025 | Feb 02, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 16,296 | 2,552 | 0.58% | 0.65% | 120 | -477 | -2.84% | Q4 2025 | Feb 11, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 16,147 | 2,529 | 0.0% | 0.0% | 121 | +40 | 0.25% | Q4 2025 | Feb 10, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 15,876 | 2,486 | 0.43% | 0.44% | 122 | +184 | 1.17% | Q4 2025 | Feb 02, 2026 |
| DAVENPORT & Co LLC | History | Added to | 15,394 | 2,411 | 0.01% | 0.01% | 123 | +84 | 0.55% | Q4 2025 | Jan 12, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 15,320 | 2,398 | 0.01% | 0.02% | 124 | +269 | 1.79% | Q4 2025 | Jan 27, 2026 |
| BARCLAYS PLC | History | New | 15,000 | 2,349 | 0.0% | — | 125 | +15,000 | New | Q4 2025 | Feb 13, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 14,902 | 2,334 | 0.11% | 0.12% | 126 | -1,054 | -6.61% | Q4 2025 | Feb 13, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Reduced | 14,669 | 2,313 | 1.49% | 1.51% | 127 | -210 | -1.41% | Q4 2025 | Feb 04, 2026 |
| Quantinno Capital Management LP | History | Added to | 14,727 | 2,306 | 0.0% | 0.01% | 128 | +1,414 | 10.62% | Q4 2025 | Feb 17, 2026 |
| MGB Wealth Management, LLC | History | Added to | 14,653 | 2,297 | 0.66% | 0.52% | 129 | +2,713 | 22.72% | Q4 2025 | Feb 17, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 14,056 | 2,201 | 0.08% | 0.09% | 130 | -302 | -2.1% | Q4 2025 | Feb 04, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 13,954 | 2,185 | 0.14% | 0.14% | 131 | -60 | -0.43% | Q4 2025 | Feb 17, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 13,545 | 2,121 | 0.21% | 0.28% | 132 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 13,434 | 2,104 | 0.02% | 0.02% | 133 | -831 | -5.83% | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Reduced | 13,393 | 2,097 | 0.0% | 0.0% | 134 | -116 | -0.86% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 13,265 | 2,077 | 0.0% | 0.0% | 135 | +58 | 0.44% | Q4 2025 | Feb 12, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 13,178 | 2,064 | 0.04% | 0.03% | 136 | +2,803 | 27.02% | Q4 2025 | Feb 17, 2026 |
| Western Wealth Management, LLC | History | Added to | 13,152 | 2,060 | 0.09% | 0.07% | 137 | +4,917 | 59.71% | Q4 2025 | Feb 05, 2026 |
| Stegent Equity Advisors, Inc. | History | Added to | 12,676 | 1,985 | 1.55% | 1.54% | 138 | +487 | 4.0% | Q4 2025 | Jan 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 12,636 | 1,979 | 0.0% | 0.0% | 139 | +804 | 6.8% | Q4 2025 | Feb 17, 2026 |
| Sigma Planning Corp | History | Added to | 17,351 | 1,935 | 0.05% | 0.08% | 140 | +163 | 0.95% | Q4 2025 | Jan 30, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 12,333 | 1,931 | 0.02% | 0.02% | 141 | -1,252 | -9.22% | Q4 2025 | Feb 13, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 12,249 | 1,918 | 0.36% | — | 142 | +12,249 | New | Q4 2025 | Feb 02, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 12,176 | 1,907 | 0.02% | 0.02% | 143 | +4,105 | 50.86% | Q4 2025 | Jan 29, 2026 |
| Spire Wealth Management | History | Added to | 11,591 | 1,815 | 0.06% | 0.05% | 144 | +2,027 | 21.19% | Q4 2025 | Jan 14, 2026 |
| Avior Wealth Management, LLC | History | Added to | 11,462 | 1,795 | 0.06% | 0.05% | 145 | +952 | 9.06% | Q4 2025 | Jan 06, 2026 |
| Financial Enhancement Group LLC | History | Added to | 9,895 | 1,766 | 0.23% | 0.19% | 146 | +796 | 8.75% | Q4 2025 | Jan 23, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 11,237 | 1,760 | 0.01% | 0.01% | 147 | -244 | -2.13% | Q4 2025 | Jan 29, 2026 |
| AlTi Global, Inc. | History | No change | 11,239 | 1,760 | 0.04% | 0.04% | 148 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 11,189 | 1,752 | 0.03% | 0.04% | 149 | +126 | 1.14% | Q4 2025 | Feb 13, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | New | 10,800 | 1,691 | 0.76% | — | 150 | +10,800 | New | Q4 2025 | Feb 06, 2026 |
| Global Retirement Partners, LLC | History | Added to | 10,697 | 1,675 | 0.03% | 0.03% | 151 | +971 | 9.98% | Q4 2025 | Feb 06, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 10,416 | 1,632 | 0.02% | 0.01% | 152 | +4,692 | 81.97% | Q4 2025 | Feb 02, 2026 |
| Jacobi Capital Management LLC | History | Added to | 10,368 | 1,623 | 0.09% | 0.1% | 153 | +135 | 1.32% | Q4 2025 | Feb 13, 2026 |
| GFS Advisors, LLC | History | New | 10,354 | 1,621 | 0.19% | — | 154 | +10,354 | New | Q4 2025 | Feb 11, 2026 |
| Carter Financial Group, INC. | History | Added to | 10,341 | 1,619 | 0.96% | 0.95% | 155 | +210 | 2.07% | Q4 2025 | Feb 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 10,155 | 1,590 | 0.01% | 0.01% | 156 | +55 | 0.54% | Q4 2025 | Feb 12, 2026 |
| Guardian Asset Advisors, LLC | History | Reduced | 10,138 | 1,587 | 0.83% | 0.86% | 157 | -137 | -1.33% | Q4 2025 | Jan 29, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 9,927 | 1,554 | 0.03% | 0.03% | 158 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Nilsine Partners, LLC | History | Reduced | 9,895 | 1,549 | 0.13% | 0.15% | 159 | -1,079 | -9.83% | Q4 2025 | Jan 15, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 9,840 | 1,541 | 0.12% | 0.11% | 160 | +843 | 9.37% | Q4 2025 | Jan 09, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 9,815 | 1,537 | 0.17% | 0.15% | 161 | +1,408 | 16.75% | Q4 2025 | Jan 23, 2026 |
| Creative Planning | History | Added to | 9,782 | 1,532 | 0.0% | 0.0% | 162 | +1,327 | 15.69% | Q4 2025 | Feb 17, 2026 |
| Compound Planning, Inc. | History | Reduced | 9,693 | 1,518 | 0.04% | 0.05% | 163 | -414 | -4.1% | Q4 2025 | Feb 19, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 9,318 | 1,459 | 0.41% | 0.35% | 164 | +1,673 | 21.88% | Q4 2025 | Feb 05, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 9,236 | 1,446 | 0.05% | 0.04% | 165 | +1,750 | 23.38% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 9,200 | 1,440 | 0.0% | 0.0% | 166 | -6,100 | -39.87% | Q4 2025 | Feb 17, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 9,135 | 1,430 | 0.05% | 0.04% | 167 | +1,193 | 15.02% | Q4 2025 | Jan 09, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 9,128 | 1,429 | 0.04% | 0.04% | 168 | +37 | 0.41% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 9,052 | 1,417 | 0.02% | 0.02% | 169 | +50 | 0.56% | Q4 2025 | Feb 12, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 8,826 | 1,382 | 0.11% | 0.08% | 170 | +3,213 | 57.24% | Q4 2025 | Jan 13, 2026 |
| Carr Financial Group Corp | History | Reduced | 8,634 | 1,352 | 0.36% | 0.39% | 171 | -518 | -5.66% | Q4 2025 | Jan 09, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 8,551 | 1,339 | 0.28% | 0.27% | 172 | +663 | 8.41% | Q4 2025 | Jan 26, 2026 |
| DELTA FINANCIAL ADVISORS LLC | History | Added to | 8,534 | 1,336 | 0.35% | 0.25% | 173 | +2,850 | 50.14% | Q4 2025 | Feb 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 8,481 | 1,328 | 0.0% | 0.0% | 174 | +60 | 0.71% | Q4 2025 | Feb 18, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 8,467 | 1,326 | 0.19% | 0.18% | 175 | +851 | 11.17% | Q4 2025 | Feb 04, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 8,442 | 1,322 | 0.22% | 0.22% | 176 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 8,214 | 1,286 | 0.07% | 0.14% | 177 | -721 | -8.07% | Q4 2025 | Jan 29, 2026 |
| BigSur Wealth Management LLC | History | Reduced | 8,182 | 1,281 | 0.31% | 0.45% | 178 | -3,600 | -30.56% | Q4 2025 | Jan 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 8,070 | 1,263 | 0.0% | 0.0% | 179 | +458 | 6.02% | Q4 2025 | Feb 06, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 8,047 | 1,260 | 0.32% | 0.25% | 180 | +1,939 | 31.75% | Q4 2025 | Jan 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 8,029 | 1,257 | 0.09% | 0.1% | 181 | -10 | -0.12% | Q4 2025 | Jan 21, 2026 |
| CoreCap Advisors, LLC | History | Added to | 7,612 | 1,192 | 0.04% | 0.04% | 182 | +1,149 | 17.78% | Q4 2025 | Jan 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 7,323 | 1,146 | 0.16% | — | 183 | +7,323 | New | Q4 2025 | Feb 09, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 7,072 | 1,107 | 0.01% | 0.01% | 184 | +679 | 10.62% | Q4 2025 | Jan 21, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 6,974 | 1,092 | 0.02% | 0.02% | 185 | -49 | -0.7% | Q4 2025 | Jan 14, 2026 |
| Ring Mountain Capital, LLC | History | Reduced | 5,999 | 1,085 | 0.56% | 0.53% | 186 | -125 | -2.04% | Q4 2025 | Jan 27, 2026 |
| Elm3 Financial Group, LLC | History | Reduced | 6,774 | 1,061 | 0.88% | 0.87% | 187 | -67 | -0.98% | Q4 2025 | Jan 22, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 6,732 | 1,054 | 0.08% | 0.07% | 188 | -161 | -2.34% | Q4 2025 | Feb 17, 2026 |
| BIP Wealth, LLC | History | New | 6,633 | 1,039 | 0.04% | — | 189 | +6,633 | New | Q4 2025 | Jan 21, 2026 |
| Moors & Cabot, Inc. | History | Added to | 6,546 | 1,025 | 0.04% | 0.04% | 190 | +499 | 8.25% | Q4 2025 | Feb 10, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 6,540 | 1,024 | 0.7% | 0.69% | 191 | +220 | 3.48% | Q4 2025 | Jan 14, 2026 |
| NBC SECURITIES, INC. | History | Added to | 6,404 | 1,003 | 0.08% | 0.07% | 192 | +356 | 5.89% | Q4 2025 | Jan 29, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 6,303 | 987 | 0.06% | 0.07% | 193 | +135 | 2.19% | Q4 2025 | Feb 10, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 6,251 | 979 | 0.34% | 0.37% | 194 | -3 | -0.05% | Q4 2025 | Jan 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 6,100 | 955 | 0.0% | 0.0% | 195 | +3,900 | 177.27% | Q4 2025 | Feb 12, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 6,081 | 952 | 0.23% | 0.22% | 196 | +860 | 16.47% | Q4 2025 | Feb 02, 2026 |
| Atria Investments, Inc | History | Added to | 5,983 | 937 | 0.01% | 0.01% | 197 | +650 | 12.19% | Q4 2025 | Feb 05, 2026 |
| Northstar Financial Companies, Inc. | History | New | 5,936 | 929 | 0.74% | — | 198 | +5,936 | New | Q4 2025 | Feb 09, 2026 |
| Warner Group LLC | History | Reduced | 5,926 | 928 | 0.57% | 4.65% | 199 | -37,513 | -86.36% | Q4 2025 | Feb 06, 2026 |
| ADVOCATE GROUP LLC | History | Reduced | 5,900 | 924 | 0.15% | 0.15% | 200 | -87 | -1.45% | Q4 2025 | Jan 20, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 5,860 | 917 | 0.0% | 0.0% | 201 | +733 | 14.3% | Q4 2025 | Feb 12, 2026 |
| M3 Wealth Management, LLC | History | New | 5,816 | 910 | 0.72% | — | 202 | +5,816 | New | Q4 2025 | Feb 09, 2026 |
| Cascade Financial Partners, LLC | History | No change | 5,718 | 895 | 0.09% | 0.1% | 203 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| M&T BANK CORP | History | Added to | 5,711 | 894 | 0.0% | 0.0% | 204 | +216 | 3.93% | Q4 2025 | Jan 30, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 5,673 | 888 | 0.24% | 0.24% | 205 | +506 | 9.79% | Q4 2025 | Feb 09, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | Reduced | 5,638 | 883 | 0.32% | 0.32% | 206 | -2 | -0.04% | Q4 2025 | Jan 21, 2026 |
| ELCO Management Co., LLC | History | Reduced | 5,599 | 876 | 0.55% | 0.46% | 207 | -50 | -0.89% | Q4 2025 | Feb 04, 2026 |
| Advisory Services Network, LLC | History | Reduced | 5,588 | 875 | 0.01% | 0.01% | 208 | -112 | -1.96% | Q4 2025 | Feb 17, 2026 |
| Essex Financial Services, Inc. | History | Added to | 5,583 | 874 | 0.05% | 0.05% | 209 | +692 | 14.15% | Q4 2025 | Feb 10, 2026 |
| City Center Advisors, LLC | History | Reduced | 5,577 | 873 | 0.8% | 1.38% | 210 | -3,543 | -38.85% | Q4 2025 | Jan 05, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 5,412 | 847 | 0.01% | 0.01% | 211 | -4 | -0.07% | Q4 2025 | Feb 09, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 5,341 | 836 | 0.03% | 0.02% | 212 | +3,088 | 137.06% | Q4 2025 | Feb 09, 2026 |
| Signature Equity Partners, LLC | History | New | 5,332 | 835 | 0.46% | — | 213 | +5,332 | New | Q4 2025 | Feb 17, 2026 |
| Paragon Private Wealth Management, LLC | History | No change | 5,163 | 808 | 0.25% | 0.26% | 214 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Jump Financial, LLC | History | New | 5,132 | 803 | 0.01% | — | 215 | +5,132 | New | Q4 2025 | Feb 17, 2026 |
| JBR Co Financial Management Inc | History | Reduced | 5,007 | 784 | 0.33% | 0.4% | 216 | -1,140 | -18.55% | Q4 2025 | Jan 06, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | No change | 4,954 | 775 | 0.23% | 0.24% | 217 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 4,908 | 768 | 0.05% | 0.04% | 218 | +960 | 24.32% | Q4 2025 | Feb 03, 2026 |
| Accurate Wealth Management, LLC | History | New | 4,397 | 754 | 0.1% | — | 219 | +4,397 | New | Q4 2025 | Jan 14, 2026 |
| Community Bank, N.A. | History | No change | 4,800 | 751 | 0.09% | 0.09% | 220 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 4,780 | 748 | 0.08% | 0.07% | 221 | +1,322 | 38.23% | Q4 2025 | Feb 11, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 4,741 | 742 | 0.02% | 0.02% | 222 | +626 | 15.21% | Q4 2025 | Feb 09, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 4,703 | 736 | 0.04% | 0.04% | 223 | +813 | 20.9% | Q4 2025 | Feb 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 4,682 | 733 | 0.0% | 0.0% | 224 | +772 | 19.74% | Q4 2025 | Feb 11, 2026 |
| Blue Zone Wealth Advisors, LLC | History | Added to | 4,643 | 727 | 0.14% | 0.1% | 225 | +1,379 | 42.25% | Q4 2025 | Jan 21, 2026 |
| IFP Advisors, Inc | History | No change | 4,632 | 725 | 0.02% | 0.02% | 226 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| XML Financial, LLC | History | Reduced | 4,591 | 719 | 0.06% | 0.06% | 227 | -200 | -4.17% | Q4 2025 | Feb 11, 2026 |
| ATLANTIC FAMILY WEALTH, LLC | History | Added to | 4,549 | 712 | 0.54% | 0.32% | 228 | +1,854 | 68.79% | Q4 2025 | Feb 12, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | New | 4,535 | 710 | 0.33% | — | 229 | +4,535 | New | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 4,483 | 702 | 0.0% | — | 230 | +4,483 | New | Q4 2025 | Feb 17, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 4,420 | 692 | 0.03% | 0.03% | 231 | +129 | 3.01% | Q4 2025 | Feb 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 4,420 | 692 | 0.02% | 0.02% | 232 | +125 | 2.91% | Q4 2025 | Jan 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 4,416 | 691 | 0.02% | 0.01% | 233 | +1,258 | 39.84% | Q4 2025 | Jan 23, 2026 |
| COMERICA BANK | History | Reduced | 4,397 | 688 | 0.0% | 0.0% | 234 | -469 | -9.64% | Q4 2025 | Jan 29, 2026 |
| Mutual Advisors, LLC | History | Reduced | 4,381 | 686 | 0.01% | 0.02% | 235 | -30 | -0.68% | Q4 2025 | Feb 02, 2026 |
| Cresset Asset Management, LLC | History | No change | 4,378 | 685 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SMITH, MOORE & CO. | History | Added to | 4,318 | 676 | 0.05% | 0.03% | 237 | +1,893 | 78.06% | Q4 2025 | Jan 23, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 4,317 | 676 | 0.02% | 0.02% | 238 | +128 | 3.06% | Q4 2025 | Feb 11, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 4,316 | 675 | 0.04% | 0.07% | 239 | -6,442 | -59.88% | Q4 2025 | Jan 30, 2026 |
| WealthShield Partners, LLC | History | No change | 4,286 | 671 | 0.07% | 0.08% | 240 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 4,281 | 670 | 0.24% | 0.24% | 241 | +1 | 0.02% | Q4 2025 | Jan 26, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 4,223 | 661 | 0.04% | 0.05% | 242 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| ORG Partners LLC | History | Added to | 4,173 | 653 | 0.11% | 0.11% | 243 | +390 | 10.31% | Q4 2025 | Jan 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 4,121 | 645 | 0.03% | 0.04% | 244 | +2 | 0.05% | Q4 2025 | Jan 28, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Reduced | 4,106 | 643 | 0.17% | 0.2% | 245 | -99 | -2.35% | Q4 2025 | Feb 10, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 4,079 | 638 | 0.09% | 0.06% | 246 | +1,540 | 60.65% | Q4 2025 | Jan 27, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 4,070 | 637 | 0.19% | 0.19% | 247 | +137 | 3.48% | Q4 2025 | Jan 28, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 3,964 | 620 | 0.02% | 0.02% | 248 | +210 | 5.59% | Q4 2025 | Feb 13, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 3,905 | 611 | 0.01% | — | 249 | +3,905 | New | Q4 2025 | Feb 13, 2026 |
| Savvy Advisors, Inc. | History | Added to | 3,806 | 596 | 0.02% | 0.03% | 250 | +122 | 3.31% | Q4 2025 | Jan 20, 2026 |
| Strategic Financial Concepts, LLC | History | New | 3,803 | 595 | 0.54% | — | 252 | +3,803 | New | Q4 2025 | Feb 09, 2026 |
| Belvedere Trading LLC | History | Reduced | 3,800 | 595 | 0.0% | 0.0% | 251 | -400 | -9.52% | Q4 2025 | Feb 10, 2026 |
| Lido Advisors, LLC | History | Added to | 3,792 | 590 | 0.0% | 0.0% | 253 | +394 | 11.6% | Q4 2025 | Feb 10, 2026 |
| KKM Financial LLC | History | Added to | 3,719 | 582 | 0.1% | 0.18% | 255 | +20 | 0.54% | Q4 2025 | Feb 18, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 3,719 | 582 | 0.01% | 0.01% | 254 | -9 | -0.24% | Q4 2025 | Jan 26, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 3,682 | 576 | 0.01% | 0.01% | 256 | +318 | 9.45% | Q4 2025 | Jan 29, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 3,653 | 572 | 0.03% | 0.03% | 257 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Guardian Capital, LLC | History | New | 3,615 | 566 | 0.51% | — | 258 | +3,615 | New | Q4 2025 | Feb 05, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Reduced | 3,521 | 551 | 0.27% | 0.31% | 259 | -557 | -13.66% | Q4 2025 | Feb 13, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 3,131 | 549 | 0.12% | 0.12% | 260 | +25 | 0.8% | Q4 2025 | Jan 14, 2026 |
| AE Wealth Management LLC | History | Added to | 3,457 | 541 | 0.0% | 0.0% | 261 | +170 | 5.17% | Q4 2025 | Jan 26, 2026 |
| Visionary Wealth Advisors | History | Reduced | 3,451 | 540 | 0.02% | 0.03% | 262 | -179 | -4.93% | Q4 2025 | Feb 13, 2026 |
| Intesa Sanpaolo Wealth Management | History | New | 3,436 | 538 | 0.11% | — | 263 | +3,436 | New | Q4 2025 | Feb 12, 2026 |
| Brookwood Investment Group LLC | History | New | 3,415 | 534 | 0.06% | — | 265 | +3,415 | New | Q4 2025 | Jan 22, 2026 |
| LongView Wealth Management | History | Added to | 3,061 | 534 | 0.13% | 0.13% | 264 | +1 | 0.03% | Q4 2025 | Jan 13, 2026 |
| Spinnaker Investment Group, LLC | History | New | 3,400 | 532 | 0.1% | — | 266 | +3,400 | New | Q4 2025 | Jan 12, 2026 |
| NWAM LLC | History | New | 3,000 | 525 | 0.03% | — | 267 | +3,000 | New | Q4 2025 | Feb 04, 2026 |
| WBI INVESTMENTS, LLC | History | Added to | 3,288 | 515 | 0.13% | 0.09% | 268 | +1,127 | 52.15% | Q4 2025 | Feb 13, 2026 |
| IFC Advisors LLC | History | No change | 3,254 | 509 | 0.07% | 0.09% | 269 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| King Wealth Management Group | History | New | 3,189 | 499 | 0.06% | — | 270 | +3,189 | New | Q4 2025 | Feb 09, 2026 |
| Valley Brook Capital Group, Inc. | History | Added to | 3,176 | 497 | 0.33% | 0.33% | 271 | +50 | 1.6% | Q4 2025 | Jan 23, 2026 |
| Wellington Shields & Co., LLC | History | Added to | 3,154 | 494 | 0.12% | 0.11% | 272 | +391 | 14.15% | Q4 2025 | Feb 09, 2026 |
| Sound Income Strategies, LLC | History | Added to | 2,725 | 492 | 0.02% | 0.0% | 273 | +2,271 | 500.22% | Q4 2025 | Jan 21, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 3,094 | 484 | 0.01% | 0.01% | 274 | -71 | -2.24% | Q4 2025 | Jan 28, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | No change | 3,026 | 473 | 0.14% | 0.15% | 275 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 3,002 | 470 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Wealthspire Retirement, LLC | History | No change | 2,847 | 445 | 0.03% | 0.03% | 277 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| PFG Investments, LLC | History | Reduced | 2,807 | 439 | 0.02% | 0.02% | 278 | -107 | -3.67% | Q4 2025 | Jan 26, 2026 |
| Aurora Private Wealth, Inc. | History | New | 2,756 | 432 | 0.28% | — | 279 | +2,756 | New | Q4 2025 | Feb 02, 2026 |
| Advisors Capital Management, LLC | History | Added to | 2,731 | 427 | 0.01% | 0.01% | 280 | +62 | 2.32% | Q4 2025 | Jan 29, 2026 |
| Ignite Planners, LLC | History | Added to | 2,443 | 426 | 0.07% | 0.04% | 281 | +938 | 62.33% | Q4 2025 | Feb 06, 2026 |
| BROWN ADVISORY INC | History | Reduced | 2,694 | 421 | 0.0% | 0.0% | 282 | -442 | -14.09% | Q4 2025 | Feb 13, 2026 |
| Lynx Investment Advisory | History | Added to | 2,665 | 417 | 0.23% | 0.19% | 283 | +600 | 29.06% | Q4 2025 | Feb 05, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 2,636 | 413 | 0.03% | 0.02% | 284 | +746 | 39.47% | Q4 2025 | Feb 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 2,593 | 406 | 0.0% | 0.0% | 285 | +502 | 24.01% | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | Added to | 2,587 | 405 | 0.01% | 0.01% | 286 | +280 | 12.14% | Q4 2025 | Feb 13, 2026 |
| LVZ, Inc. | History | Reduced | 2,579 | 403 | 0.05% | 0.05% | 287 | -61 | -2.31% | Q4 2025 | Feb 10, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 2,155 | 389 | 0.01% | 0.01% | 288 | +241 | 12.59% | Q4 2025 | Jan 23, 2026 |
| HB Wealth Management, LLC | History | No change | 2,470 | 386 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Allworth Financial LP | History | New | 2,406 | 376 | 0.0% | — | 290 | +2,406 | New | Q4 2025 | Feb 05, 2026 |
| Pathstone Holdings, LLC | History | New | 2,403 | 376 | 0.0% | — | 292 | +2,403 | New | Q4 2025 | Feb 13, 2026 |
| Coppell Advisory Solutions LLC | History | Reduced | 2,385 | 376 | 0.04% | 0.04% | 291 | -38 | -1.57% | Q4 2025 | Feb 17, 2026 |
| IAM Advisory, LLC | History | No change | 2,400 | 375 | 0.08% | 0.08% | 293 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| AlphaCore Capital LLC | History | Added to | 2,369 | 371 | 0.01% | 0.01% | 294 | +257 | 12.17% | Q4 2025 | Feb 05, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Reduced | 2,364 | 370 | 0.07% | 0.08% | 295 | -243 | -9.32% | Q4 2025 | Feb 17, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 2,334 | 365 | 0.0% | 0.0% | 296 | -2,289 | -49.51% | Q4 2025 | Feb 09, 2026 |
| Clarius Group, LLC | History | New | 2,308 | 361 | 0.02% | — | 297 | +2,308 | New | Q4 2025 | Jan 14, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Added to | 2,301 | 360 | 0.07% | 0.07% | 298 | +5 | 0.22% | Q4 2025 | Feb 10, 2026 |
| Axim Planning & Wealth | History | Added to | 2,272 | 355 | 0.37% | 0.24% | 299 | +293 | 14.81% | Q4 2025 | Feb 13, 2026 |
| Modera Wealth Management, LLC | History | No change | 2,261 | 354 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| World Investment Advisors | History | Added to | 2,248 | 352 | 0.01% | 0.01% | 301 | +471 | 26.51% | Q4 2025 | Mar 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 2,217 | 350 | 0.02% | — | 302 | +2,217 | New | Q4 2025 | Jan 15, 2026 |
| V2 Financial group LLC | History | No change | 2,200 | 344 | 0.17% | 0.19% | 303 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Csenge Advisory Group | History | No change | 2,191 | 343 | 0.02% | 0.02% | 304 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NewEdge Wealth, LLC | History | Added to | 2,175 | 340 | 0.0% | 0.0% | 305 | +49 | 2.3% | Q4 2025 | Feb 03, 2026 |
| Regal Investment Advisors LLC | History | New | 2,154 | 337 | 0.02% | — | 306 | +2,154 | New | Q4 2025 | Feb 17, 2026 |
| CHOREO, LLC | History | Added to | 2,133 | 336 | 0.0% | 0.0% | 307 | +669 | 45.7% | Q4 2025 | Jan 23, 2026 |
| Fortune Financial Group, Inc. | History | New | 2,008 | 335 | 0.33% | — | 309 | +2,008 | New | Q4 2025 | Feb 11, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | No change | 2,145 | 335 | 0.16% | 0.16% | 308 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 2,134 | 334 | 0.06% | 0.06% | 311 | -100 | -4.48% | Q4 2025 | Feb 10, 2026 |
| Vontobel Holding Ltd. | History | Added to | 2,134 | 334 | 0.0% | 0.0% | 310 | +63 | 3.04% | Q4 2025 | Feb 13, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 2,126 | 333 | 0.0% | 0.0% | 312 | +373 | 21.28% | Q4 2025 | Feb 13, 2026 |
| HCR Wealth Advisors | History | Added to | 2,130 | 333 | 0.03% | 0.03% | 313 | +5 | 0.24% | Q4 2025 | Jan 27, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 2,115 | 331 | 0.02% | 0.03% | 314 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BETO FINANCIAL GROUP, LLC | History | New | 1,892 | 328 | 0.22% | — | 315 | +1,892 | New | Q4 2025 | Feb 10, 2026 |
| Curran Financial Partners, LLC | History | Reduced | 2,092 | 327 | 0.06% | 0.08% | 316 | -611 | -22.6% | Q4 2025 | Jan 22, 2026 |
| Compass Ion Advisors, LLC | History | No change | 2,083 | 326 | 0.03% | 0.03% | 317 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 2,063 | 323 | 0.01% | 0.01% | 318 | -196 | -8.68% | Q4 2025 | Jan 20, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 2,054 | 321 | 0.04% | 0.04% | 319 | +61 | 3.06% | Q4 2025 | Feb 13, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 2,035 | 318 | 0.01% | 0.07% | 320 | -4,839 | -70.4% | Q4 2025 | Feb 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 2,028 | 317 | 0.0% | — | 321 | +2,028 | New | Q4 2025 | Feb 17, 2026 |
| Western Financial Corp/CA | History | Added to | 2,030 | 317 | 0.13% | 0.14% | 322 | +8 | 0.4% | Q4 2025 | Jan 21, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 2,023 | 316 | 0.02% | 0.02% | 323 | +236 | 13.21% | Q4 2025 | Jan 23, 2026 |
| Advocate Investing Services LLC | History | New | 2,000 | 313 | 0.28% | — | 325 | +2,000 | New | Q4 2025 | Feb 12, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | No change | 2,000 | 313 | 0.05% | 0.05% | 324 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Fulcrum Equity Management | History | Reduced | 1,983 | 310 | 0.3% | 0.96% | 326 | -4,143 | -67.63% | Q4 2025 | Jan 06, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 1,976 | 309 | 0.02% | 0.02% | 327 | +51 | 2.65% | Q4 2025 | Jan 07, 2026 |
| Prasad Wealth Partners, LLC | History | Reduced | 1,964 | 307 | 0.08% | 0.1% | 328 | -306 | -13.48% | Q4 2025 | Jan 27, 2026 |
| CERTUITY, LLC | History | No change | 1,942 | 304 | 0.02% | 0.02% | 329 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| McCollum Christoferson Group LLC | History | Added to | 1,925 | 301 | 0.09% | 0.08% | 330 | +75 | 4.05% | Q4 2025 | Jan 09, 2026 |
| Auour Investments LLC | History | Added to | 1,883 | 294 | 0.09% | 0.09% | 331 | +6 | 0.32% | Q4 2025 | Jan 12, 2026 |
| Exit Wealth Advisors, LLC. | History | Reduced | 1,859 | 291 | 0.17% | 0.3% | 333 | -1,019 | -35.41% | Q4 2025 | Feb 10, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 1,863 | 291 | 0.01% | 0.0% | 332 | +378 | 25.45% | Q4 2025 | Jan 22, 2026 |
| Veracity Capital LLC | History | New | 1,855 | 290 | 0.09% | — | 334 | +1,855 | New | Q4 2025 | Jan 29, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 1,800 | 281 | 0.15% | 0.15% | 336 | +100 | 5.88% | Q4 2025 | Jan 23, 2026 |
| Diversified Trust Co | History | No change | 1,800 | 281 | 0.01% | 0.01% | 335 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Millennium Capital Advisors, LLC | History | No change | 1,800 | 281 | 0.17% | 0.17% | 337 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Round Rock Advisors LLC | History | No change | 1,792 | 280 | 0.04% | 0.04% | 338 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Manhattan West Asset Management, LLC | History | No change | 1,733 | 271 | 0.06% | 0.06% | 339 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 1,726 | 270 | 0.03% | 0.03% | 340 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Annex Advisory Services, LLC | History | New | 1,712 | 268 | 0.01% | — | 341 | +1,712 | New | Q4 2025 | Jan 26, 2026 |
| Leo Wealth, LLC | History | New | 1,711 | 267 | 0.02% | — | 344 | +1,711 | New | Q4 2025 | Jan 21, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 1,708 | 267 | 0.01% | 0.01% | 343 | -975 | -36.34% | Q4 2025 | Jan 20, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 1,708 | 267 | 0.04% | 0.04% | 342 | +213 | 14.25% | Q4 2025 | Jan 14, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Reduced | 1,686 | 264 | 0.03% | 0.03% | 345 | -3 | -0.18% | Q4 2025 | Jan 12, 2026 |
| Ascent Group, LLC | History | Reduced | 1,678 | 262 | 0.01% | 0.01% | 346 | -8 | -0.47% | Q4 2025 | Jan 20, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | New | 1,653 | 258 | 0.14% | — | 347 | +1,653 | New | Q4 2025 | Jan 08, 2026 |
| KG&L Capital Management,LLC | History | Reduced | 1,640 | 256 | 0.06% | 0.07% | 349 | -15 | -0.91% | Q4 2025 | Jan 23, 2026 |
| CHAPIN DAVIS, INC. | History | No change | 1,638 | 256 | 0.06% | 0.06% | 348 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 1,634 | 256 | 0.08% | 0.12% | 350 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Lebenthal Global Advisors, LLC | History | No change | 1,640 | 256 | 0.04% | 0.04% | 351 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 1,634 | 255 | 0.0% | 0.0% | 352 | +287 | 21.31% | Q4 2025 | Feb 17, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,610 | 252 | 0.13% | 0.16% | 353 | -322 | -16.67% | Q4 2025 | Feb 09, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | New | 1,590 | 249 | 0.02% | — | 354 | +1,590 | New | Q4 2025 | Feb 11, 2026 |
| ARRIEN INVESTMENTS, INC. | History | No change | 1,595 | 249 | 0.14% | 0.14% | 355 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Savant Capital, LLC | History | New | 1,573 | 246 | 0.0% | — | 356 | +1,573 | New | Q4 2025 | Feb 10, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Added to | 1,574 | 246 | 0.17% | 0.17% | 359 | +125 | 8.63% | Q4 2025 | Jan 23, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 1,573 | 246 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 1,407 | 246 | 0.01% | 0.01% | 358 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| IFG Advisory, LLC | History | Reduced | 1,547 | 242 | 0.01% | 0.01% | 360 | -199 | -11.4% | Q4 2025 | Feb 10, 2026 |
| Acropolis Investment Management, LLC | History | New | 1,532 | 239 | 0.01% | — | 361 | +1,532 | New | Q4 2025 | Jan 14, 2026 |
| VVR Holdings LLC | History | New | 1,532 | 239 | 0.12% | — | 362 | +1,532 | New | Q4 2025 | Feb 11, 2026 |
| Seelaus Asset Management LLC | History | No change | 1,525 | 238 | 0.19% | 0.19% | 363 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| United Asset Strategies, Inc. | History | Reduced | 1,489 | 233 | 0.02% | 0.02% | 364 | -161 | -9.76% | Q4 2025 | Jan 28, 2026 |
| Ducere Wealth Management LLC | History | New | 1,471 | 230 | 0.09% | — | 366 | +1,471 | New | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 1,474 | 230 | 0.02% | 0.02% | 365 | -8 | -0.54% | Q4 2025 | Jan 23, 2026 |
| Mission Creek Capital Partners, Inc. | History | New | 1,455 | 227 | 0.05% | — | 367 | +1,455 | New | Q4 2025 | Feb 12, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | No change | 1,441 | 225 | 0.03% | 0.03% | 368 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Stratos Wealth Advisors, LLC | History | New | 1,429 | 223 | 0.01% | — | 369 | +1,429 | New | Q4 2025 | Jan 20, 2026 |
| Allegheny Financial Group | History | New | 1,408 | 220 | 0.03% | — | 370 | +1,408 | New | Q4 2025 | Feb 02, 2026 |
| Principle Wealth Partners LLC | History | No change | 1,404 | 219 | 0.01% | 0.01% | 371 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BFI Infinity Ltd. | History | Reduced | 1,397 | 218 | 0.14% | 0.15% | 372 | -79 | -5.35% | Q4 2025 | Jan 14, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 1,389 | 217 | 0.0% | 0.0% | 373 | +30 | 2.21% | Q4 2025 | Feb 12, 2026 |
| Strategic Advisors LLC | History | No change | 1,343 | 210 | 0.03% | 0.03% | 374 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TCI Wealth Advisors, Inc. | History | New | 1,338 | 209 | 0.01% | — | 375 | +1,338 | New | Q4 2025 | Feb 02, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | New | 1,253 | 209 | 0.03% | — | 376 | +1,253 | New | Q4 2025 | Jan 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,337 | 209 | 0.0% | 0.0% | 377 | +520 | 63.65% | Q4 2025 | Jan 23, 2026 |
| Collaborative Wealth Managment Inc. | History | New | 1,331 | 208 | 0.07% | — | 378 | +1,331 | New | Q4 2025 | Feb 09, 2026 |
| Foguth Wealth Management, LLC. | History | New | 1,276 | 205 | 0.03% | — | 380 | +1,276 | New | Q4 2025 | Jan 05, 2026 |
| KWMG, LLC | History | No change | 1,310 | 205 | 0.02% | 0.02% | 379 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Union Bancaire Privee, UBP SA | History | New | 1,297 | 204 | 0.0% | — | 381 | +1,297 | New | Q4 2025 | Jan 05, 2026 |
| Advisory Alpha, LLC | History | New | 1,301 | 203 | 0.01% | — | 382 | +1,301 | New | Q4 2025 | Feb 06, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 1,298 | 203 | 0.07% | 0.08% | 383 | -20 | -1.52% | Q4 2025 | Jan 13, 2026 |
| Caprock Group, LLC | History | New | 1,295 | 202 | 0.0% | — | 385 | +1,295 | New | Q4 2025 | Jan 28, 2026 |
| Bank of New York Mellon Corp | History | New | 1,293 | 202 | 0.0% | — | 384 | +1,293 | New | Q4 2025 | Feb 10, 2026 |
| Operose Advisors LLC | History | No change | 1,290 | 202 | 0.05% | 0.05% | 386 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Meeder Advisory Services, Inc. | History | New | 1,284 | 201 | 0.01% | — | 388 | +1,284 | New | Q4 2025 | Feb 11, 2026 |
| Ancora Advisors LLC | History | Added to | 1,290 | 201 | 0.0% | 0.0% | 387 | +33 | 2.63% | Q4 2025 | Feb 17, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 1,280 | 200 | 0.07% | — | 389 | +1,280 | New | Q4 2025 | Mar 27, 2026 |
| Capital Analysts, LLC | History | Reduced | 1,230 | 193 | 0.01% | 0.01% | 390 | -109 | -8.14% | Q4 2025 | Feb 11, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Added to | 1,184 | 185 | 0.01% | 0.01% | 391 | +159 | 15.51% | Q4 2025 | Feb 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 1,135 | 177 | 0.06% | 0.06% | 392 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| US BANCORP \DE\ | History | Added to | 1,104 | 172 | 0.0% | 0.0% | 393 | +70 | 6.77% | Q4 2025 | Jan 30, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,104 | 172 | 0.02% | 0.02% | 394 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,075 | 168 | 0.01% | 0.01% | 395 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 1,065 | 166 | 0.0% | — | 397 | +1,065 | New | Q4 2025 | Feb 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,065 | 166 | 0.0% | 0.0% | 396 | +80 | 8.12% | Q4 2025 | Feb 09, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Added to | 1,050 | 164 | 0.0% | 0.0% | 398 | +900 | 600.0% | Q4 2025 | Feb 11, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 1,045 | 163 | 0.05% | 0.15% | 399 | +40 | 3.98% | Q4 2025 | Feb 17, 2026 |
| SYM FINANCIAL Corp | History | No change | 1,035 | 162 | 0.02% | 0.02% | 400 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| McMillan Office, Inc. | History | New | 1,000 | 156 | 0.02% | — | 402 | +1,000 | New | Q4 2025 | Feb 12, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 1,000 | 156 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 913 | 143 | 0.01% | 0.11% | 403 | -17,601 | -95.07% | Q4 2025 | Feb 06, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 885 | 138 | 0.03% | 0.03% | 404 | +100 | 12.74% | Q4 2025 | Feb 27, 2026 |
| RMG Wealth Management LLC | History | New | 2,573 | 125 | 0.02% | — | 405 | +2,573 | New | Q4 2025 | Jan 29, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 767 | 120 | 0.0% | 0.0% | 406 | -24 | -3.03% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Added to | 763 | 119 | 0.0% | 0.0% | 407 | +15 | 2.01% | Q4 2025 | Jan 23, 2026 |
| GLENMEDE TRUST CO NA | History | New | 750 | 117 | 0.0% | — | 408 | +750 | New | Q4 2025 | Feb 17, 2026 |
| WHITTIER TRUST CO | History | No change | 680 | 114 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SHP Wealth Management | History | New | 724 | 113 | 0.01% | — | 410 | +724 | New | Q4 2025 | Mar 04, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 683 | 106 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Newbridge Financial Services Group, Inc. | History | Reduced | 674 | 105 | 0.02% | 0.03% | 412 | -489 | -42.05% | Q4 2025 | Jan 21, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | New | 666 | 104 | 0.06% | — | 414 | +666 | New | Q4 2025 | Feb 17, 2026 |
| Activest Wealth Management | History | No change | 668 | 104 | 0.02% | 0.02% | 413 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 635 | 99 | 0.01% | 0.01% | 415 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| REAP Financial Group, LLC | History | Added to | 627 | 98 | 0.02% | 0.0% | 416 | +500 | 393.7% | Q4 2025 | Feb 10, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 598 | 93 | 0.03% | 0.02% | 417 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 600 | 93 | 0.02% | 0.02% | 418 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Clearstead Advisors, LLC | History | No change | 588 | 92 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 579 | 90 | 0.01% | 0.01% | 420 | -14 | -2.36% | Q4 2025 | Feb 20, 2026 |
| North Star Investment Management Corp. | History | No change | 565 | 88 | 0.01% | 0.01% | 421 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 501 | 78 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Westside Investment Management, Inc. | History | No change | 500 | 78 | 0.01% | 0.01% | 423 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Smartleaf Asset Management LLC | History | New | 484 | 76 | 0.0% | — | 424 | +484 | New | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | No change | 485 | 75 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CX Institutional | History | No change | 448 | 70 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Orion Capital Management LLC | History | Reduced | 445 | 69 | 0.02% | 0.03% | 427 | -30 | -6.32% | Q4 2025 | Feb 03, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 439 | 68 | 0.02% | 0.02% | 428 | +358 | 441.98% | Q4 2025 | Jan 20, 2026 |
| Merrithew & Thorsten Inc | History | New | 426 | 66 | 0.07% | — | 430 | +426 | New | Q4 2025 | Feb 03, 2026 |
| GAMMA Investing LLC | History | No change | 425 | 66 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| EASTERN BANK | History | No change | 400 | 62 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Abound Wealth Management | History | No change | 398 | 62 | 0.01% | 0.02% | 432 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| HEARTLAND ADVISORS INC | History | No change | 375 | 58 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BLUELINE ADVISORS LLC | History | New | 367 | 57 | 0.05% | — | 434 | +367 | New | Q4 2025 | Feb 10, 2026 |
| SIGNATUREFD, LLC | History | No change | 350 | 54 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Rossmore Private Capital | History | No change | 350 | 54 | 0.0% | 0.01% | 436 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Ankerstar Wealth, LLC | History | New | 331 | 51 | 0.05% | — | 438 | +331 | New | Q4 2025 | Feb 12, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 327 | 51 | 0.01% | — | 437 | +327 | New | Q4 2025 | Jan 23, 2026 |
| Harbor Asset Planning, Inc. | History | New | 321 | 50 | 0.04% | — | 440 | +321 | New | Q4 2025 | Jan 26, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 322 | 50 | 0.01% | 0.01% | 439 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Wealth Watch Advisors, INC | History | No change | 316 | 49 | 0.02% | 0.02% | 441 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 300 | 46 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Financial Freedom, LLC | History | No change | 296 | 46 | 0.02% | 0.02% | 443 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BIRCHBROOK, INC. | History | No change | 280 | 43 | 0.02% | 0.02% | 444 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| High Point Wealth Management, LLC | History | New | 259 | 40 | 0.04% | — | 445 | +259 | New | Q4 2025 | Jan 29, 2026 |
| BAYBAN | History | New | 245 | 38 | 0.03% | — | 446 | +245 | New | Q4 2025 | Mar 05, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 211 | 35 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ADIRONDACK TRUST CO | History | No change | 215 | 33 | 0.01% | 0.01% | 448 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 214 | 33 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Milestone Investment Advisors LLC | History | No change | 214 | 33 | 0.01% | 0.01% | 450 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Y.D. More Investments Ltd | History | Added to | 205 | 32 | 0.0% | 0.0% | 451 | +180 | 720.0% | Q4 2025 | Jan 21, 2026 |
| Evolution Advisers, Inc. | History | No change | 206 | 32 | 0.01% | 0.01% | 452 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 208 | 32 | 0.01% | 0.01% | 453 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| EPG Wealth Management LLC | History | New | 201 | 31 | 0.01% | — | 455 | +201 | New | Q4 2025 | Jan 28, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 204 | 31 | 0.01% | 0.01% | 454 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Larson Financial Group LLC | History | Reduced | 198 | 30 | 0.0% | 0.0% | 457 | -51 | -20.48% | Q4 2025 | Feb 06, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 196 | 30 | 0.0% | 0.0% | 456 | -34 | -14.78% | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | Reduced | 187 | 29 | 0.0% | 0.0% | 459 | -198 | -51.43% | Q4 2025 | Jan 16, 2026 |
| First Command Advisory Services, Inc. | History | No change | 188 | 29 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 180 | 28 | 0.02% | 0.03% | 460 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| eCIO, Inc. | History | New | 177 | 27 | 0.01% | — | 462 | +177 | New | Q4 2025 | Jan 20, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 175 | 27 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BlackRock, Inc. | History | Added to | 156 | 24 | 0.0% | 0.0% | 463 | +10 | 6.85% | Q4 2025 | Feb 12, 2026 |
| MidFirst Bank | History | New | 150 | 23 | 0.0% | — | 464 | +150 | New | Q4 2025 | Feb 25, 2026 |
| Eukles Asset Management | History | Added to | 140 | 21 | 0.01% | 0.01% | 465 | +50 | 55.56% | Q4 2025 | Feb 09, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 135 | 21 | 0.02% | 0.02% | 466 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 136 | 21 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| IMA Advisory Services, Inc. | History | No change | 125 | 19 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CITY HOLDING CO | History | No change | 115 | 18 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 114 | 17 | 0.0% | 0.0% | 470 | +3 | 2.7% | Q4 2025 | Feb 02, 2026 |
| TRUST CO OF VERMONT | History | No change | 109 | 17 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Triumph Capital Management | History | New | 100 | 15 | 0.0% | — | 472 | +100 | New | Q4 2025 | Feb 12, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 98 | 15 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| JDM Financial Group LLC | History | No change | 101 | 15 | 0.01% | 0.01% | 474 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 89 | 13 | 0.01% | 0.0% | 475 | -1 | -1.11% | Q4 2025 | Feb 18, 2026 |
| Princeton Global Asset Management LLC | History | New | 80 | 12 | 0.0% | — | 476 | +80 | New | Q4 2025 | Jan 20, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 71 | 11 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 75 | 11 | 0.01% | 0.01% | 478 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Nemes Rush Group LLC | History | No change | 76 | 11 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Arax Advisory Partners | History | New | 70 | 10 | 0.0% | — | 480 | +70 | New | Q4 2025 | Feb 13, 2026 |
| Founders Financial Alliance, LLC | History | New | 65 | 10 | 0.0% | — | 483 | +65 | New | Q4 2025 | Feb 12, 2026 |
| Roble, Belko & Company, Inc | History | No change | 65 | 10 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Key FInancial Inc | History | No change | 67 | 10 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 59 | 9 | 0.0% | — | 485 | +59 | New | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | No change | 60 | 9 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 64 | 9 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Cornerstone National Bank & Trust Co | History | No change | 61 | 9 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Beutel, Goodman & Co Ltd. | History | No change | 50 | 7 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Glassman Wealth Services | History | No change | 51 | 7 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 49 | 7 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| LRI Investments, LLC | History | No change | 50 | 7 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 37 | 5 | 0.0% | 0.0% | 492 | -6 | -13.95% | Q4 2025 | Feb 11, 2026 |
| Costello Asset Management, INC | History | Reduced | 37 | 5 | 0.0% | 0.0% | 496 | -6 | -13.95% | Q4 2025 | Feb 03, 2026 |
| Anfield Capital Management, LLC | History | No change | 36 | 5 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 33 | 5 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 32 | 5 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Fourth Dimension Wealth, LLC | History | New | 30 | 4 | 0.0% | — | 498 | +30 | New | Q4 2025 | Feb 04, 2026 |
| WealthCollab, LLC | History | New | 29 | 4 | 0.0% | — | 497 | +29 | New | Q4 2025 | Jan 27, 2026 |
| USA FINANCIAL FORMULAS | History | Reduced | 23 | 3 | 0.0% | 0.15% | 499 | -5,528 | -99.59% | Q4 2025 | Jan 14, 2026 |
| Crewe Advisors LLC | History | No change | 20 | 3 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 21 | 3 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 16 | 2 | 0.0% | — | 507 | +16 | New | Q4 2025 | Feb 19, 2026 |
| MASECO LLP | History | New | 14 | 2 | 0.0% | — | 505 | +14 | New | Q4 2025 | Jan 22, 2026 |
| Greenline Wealth Management LLC | History | New | 14 | 2 | 0.0% | — | 506 | +14 | New | Q4 2025 | Feb 13, 2026 |
| HORIZON BANCORP INC /IN/ | History | No change | 10 | 2 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 13 | 2 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Global Wealth Strategies & Associates | History | No change | 14 | 2 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| HOWE & RUSLING INC | History | New | 8 | 1 | 0.0% | — | 508 | +8 | New | Q4 2025 | Feb 17, 2026 |
| SJS Investment Consulting Inc. | History | New | 8 | 1 | 0.0% | — | 510 | +8 | New | Q4 2025 | Jan 21, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 9 | 1 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.12% | — | -246,697 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Beacon Harbor Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 3.02% | — | -83,234 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.6% | — | -30,561 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advyzon Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.8% | — | -30,158 | -100.0% | Q3 2025 | Nov 10, 2025 |
| NATURAL INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -16,848 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Wakefield Asset Management LLLP | History | Closed out | 0 | 0 | — | 0.3% | — | -6,989 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -5,327 | -100.0% | Q3 2025 | Nov 03, 2025 |
| IEQ CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,991 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Waterloo Capital, L.P. | History | Closed out | 0 | 0 | — | 0.03% | — | -2,873 | -100.0% | Q3 2025 | Nov 05, 2025 |
| PFG Advisors | History | Closed out | 0 | 0 | — | 0.02% | — | -2,734 | -100.0% | Q3 2025 | Nov 13, 2025 |
| WMG Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -2,241 | -100.0% | Q3 2025 | Oct 23, 2025 |
| NORTHERN TRUST CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,122 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,116 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Davies Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.23% | — | -1,808 | -100.0% | Q3 2025 | Oct 15, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -1,673 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Chokshi & Queen Wealth Advisors, Inc | History | Closed out | 0 | 0 | — | 0.14% | — | -1,652 | -100.0% | Q3 2025 | Oct 23, 2025 |
| NOESIS CAPITAL MANGEMENT CORP | History | Closed out | 0 | 0 | — | 0.03% | — | -1,300 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -877 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Avalon Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Groupe la Francaise | History | Closed out | 0 | 0 | — | 0.0% | — | -119 | -100.0% | Q3 2025 | Nov 13, 2025 |
| New England Capital Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -102 | -100.0% | Q3 2025 | Oct 22, 2025 |
| CENTRAL TRUST Co | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Concord Wealth Partners | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 29, 2026 |
| Basepoint Wealth LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 10, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Bernard Wealth Management Corp. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |