NEOS ETF Trust - QQQI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 1,922,479 | 103,544 | 0.03% | 0.02% | 1 | +576,464 | 42.83% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 906,700 | 48,834 | 0.01% | 0.0% | 2 | +456,940 | 101.6% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 704,001 | 37,917 | 0.01% | 0.0% | 3 | +491,153 | 230.75% | Q4 2025 | Jan 29, 2026 |
| Howard Capital Management Inc. | History | Added to | 606,307 | 32,655 | 0.42% | 0.4% | 4 | +47,868 | 8.57% | Q4 2025 | Jan 23, 2026 |
| ROYAL BANK OF CANADA | History | New | 590,450 | 31,801 | 0.01% | — | 5 | +590,450 | New | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Added to | 505,562 | 27,229 | 0.22% | 0.25% | 6 | +12,995 | 2.64% | Q4 2025 | Jan 26, 2026 |
| Second Half Financial Partners, LLC | History | No change | 499,503 | 26,903 | 11.94% | 11.93% | 7 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MORGAN STANLEY | History | Added to | 416,793 | 22,448 | 0.0% | 0.0% | 8 | +412,334 | 9247.23% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 372,234 | 20,048 | 0.05% | 0.05% | 9 | +49,971 | 15.51% | Q4 2025 | Feb 13, 2026 |
| MADDEN SECURITIES Corp | History | Added to | 289,499 | 15,592 | 4.75% | 3.83% | 10 | +58,594 | 25.38% | Q4 2025 | Feb 04, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 258,407 | 13,917 | 0.98% | 0.72% | 11 | +90,315 | 53.73% | Q4 2025 | Jan 21, 2026 |
| MBL Wealth, LLC | History | Added to | 251,528 | 13,547 | 1.09% | 0.99% | 12 | +42,636 | 20.41% | Q4 2025 | Jan 21, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 234,805 | 12,646 | 0.0% | 0.0% | 13 | +48,463 | 26.01% | Q4 2025 | Feb 17, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 208,758 | 11,243 | 0.19% | 0.19% | 14 | +7,633 | 3.8% | Q4 2025 | Jan 22, 2026 |
| Cascade Wealth Advisors, Inc | History | Added to | 191,075 | 10,413 | 4.8% | 4.3% | 15 | +32,907 | 20.81% | Q4 2025 | Feb 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 192,661 | 10,376 | 0.0% | 0.0% | 16 | +34,791 | 22.04% | Q4 2025 | Feb 10, 2026 |
| URS Advisory LLC | History | New | 190,874 | 10,280 | 8.54% | — | 17 | +190,874 | New | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 170,337 | 9,174 | 0.0% | — | 18 | +170,337 | New | Q4 2025 | Mar 25, 2026 |
| Teamwork Financial Advisors, LLC | History | Added to | 167,677 | 9,031 | 0.91% | 0.23% | 19 | +126,260 | 304.85% | Q4 2025 | Jan 09, 2026 |
| Private Advisor Group, LLC | History | Reduced | 167,381 | 9,015 | 0.04% | 0.05% | 20 | -25,794 | -13.35% | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | Added to | 155,897 | 8,396 | 0.12% | 0.07% | 21 | +71,681 | 85.12% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 127,342 | 6,858 | 0.01% | 0.01% | 22 | +17,321 | 15.74% | Q4 2025 | Feb 13, 2026 |
| Foguth Wealth Management, LLC. | History | New | 119,898 | 6,445 | 1.0% | — | 23 | +119,898 | New | Q4 2025 | Jan 05, 2026 |
| Chung Wu Investment Group, LLC | History | Added to | 114,456 | 6,164 | 5.04% | 4.49% | 24 | +14,940 | 15.01% | Q4 2025 | Feb 02, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 112,837 | 6,077 | 0.0% | 0.0% | 25 | -77,921 | -40.85% | Q4 2025 | Feb 12, 2026 |
| Eddie Patel Inc | History | New | 106,805 | 5,752 | 4.29% | — | 26 | +106,805 | New | Q4 2025 | Feb 17, 2026 |
| StoneCrest Wealth Management, Inc. | History | Added to | 105,812 | 5,699 | 2.3% | 2.27% | 27 | +10,202 | 10.67% | Q4 2025 | Jan 16, 2026 |
| RFG Advisory, LLC | History | Added to | 104,599 | 5,633 | 0.11% | 0.1% | 28 | +18,120 | 20.95% | Q4 2025 | Feb 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 100,854 | 5,432 | 0.01% | 0.01% | 29 | +17,421 | 20.88% | Q4 2025 | Feb 05, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 91,783 | 4,943 | 0.07% | 0.05% | 30 | +26,290 | 40.14% | Q4 2025 | Feb 09, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 89,560 | 4,823 | 0.01% | 0.01% | 31 | +2,619 | 3.01% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 86,663 | 4,667 | 0.01% | 0.0% | 32 | +24,103 | 38.53% | Q4 2025 | Feb 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 82,547 | 4,446 | 0.05% | 0.05% | 33 | +11,387 | 16.0% | Q4 2025 | Jan 20, 2026 |
| RiverTree Advisors, LLC | History | Added to | 80,063 | 4,312 | 2.75% | 2.78% | 34 | +77 | 0.1% | Q4 2025 | Jan 15, 2026 |
| PFG Investments, LLC | History | Added to | 73,781 | 3,973 | 0.19% | 0.17% | 35 | +11,785 | 19.01% | Q4 2025 | Jan 26, 2026 |
| Independence Wealth Advisors, LLC | History | New | 73,123 | 3,938 | 2.22% | — | 36 | +73,123 | New | Q4 2025 | Jan 09, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 72,493 | 3,904 | 0.03% | 0.01% | 37 | +53,738 | 286.53% | Q4 2025 | Feb 12, 2026 |
| Palacios Wealth Management, LLC | History | Reduced | 71,344 | 3,842 | 2.94% | 3.22% | 38 | -18,847 | -20.9% | Q4 2025 | Jan 28, 2026 |
| Focus Partners Wealth | History | Added to | 69,689 | 3,776 | 0.0% | 0.01% | 39 | +204 | 0.29% | Q4 2025 | Feb 13, 2026 |
| PSI Advisors, LLC | History | Added to | 68,777 | 3,704 | 0.93% | 0.64% | 40 | +22,593 | 48.92% | Q4 2025 | Feb 09, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 67,942 | 3,659 | 0.08% | 0.03% | 41 | +43,164 | 174.2% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 67,271 | 3,623 | 0.01% | 0.01% | 42 | +14,384 | 27.2% | Q4 2025 | Feb 18, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 66,100 | 3,560 | 0.04% | 0.01% | 43 | +58,590 | 780.16% | Q4 2025 | Jan 29, 2026 |
| Newbridge Financial Services Group, Inc. | History | Added to | 61,708 | 3,323 | 0.52% | 0.36% | 44 | +16,723 | 37.17% | Q4 2025 | Jan 21, 2026 |
| Corient Private Wealth LLC | History | Added to | 60,642 | 3,266 | 0.0% | 0.01% | 45 | +422 | 0.7% | Q4 2025 | Mar 09, 2026 |
| Gotham Asset Management, LLC | History | Added to | 58,250 | 3,137 | 0.01% | 0.01% | 46 | +9,000 | 18.27% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 57,968 | 3,122 | 0.01% | 0.01% | 47 | +15,415 | 36.23% | Q4 2025 | Feb 13, 2026 |
| FSA Advisors, Inc. | History | Added to | 55,410 | 2,984 | 2.07% | 1.32% | 48 | +24,719 | 80.54% | Q4 2025 | Feb 02, 2026 |
| Brookstone Capital Management | History | Added to | 52,576 | 2,831 | 0.03% | 0.02% | 49 | +14,457 | 37.93% | Q4 2025 | Jan 15, 2026 |
| Astoria Portfolio Advisors LLC. | History | New | 53,734 | 2,788 | 0.63% | — | 50 | +53,734 | New | Q4 2025 | Feb 24, 2026 |
| Lifeworks Advisors, LLC | History | New | 49,191 | 2,649 | 0.34% | — | 51 | +49,191 | New | Q4 2025 | Feb 13, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 47,093 | 2,536 | 0.15% | 0.15% | 52 | +3,714 | 8.56% | Q4 2025 | Feb 13, 2026 |
| Grantvest Financial Group LLC | History | Added to | 46,078 | 2,481 | 1.59% | 1.64% | 53 | +2,367 | 5.42% | Q4 2025 | Feb 02, 2026 |
| Owen LaRue, LLC | History | Added to | 46,040 | 2,479 | 0.94% | 0.66% | 54 | +15,023 | 48.43% | Q4 2025 | Feb 05, 2026 |
| Cetera Investment Advisers | History | Reduced | 42,802 | 2,278 | 0.0% | 0.0% | 55 | -1,166 | -2.65% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 39,485 | 2,127 | 0.02% | — | 56 | +39,485 | New | Q4 2025 | Jan 05, 2026 |
| SBI Securities Co., Ltd. | History | New | 37,988 | 2,046 | 0.05% | — | 57 | +37,988 | New | Q4 2025 | Feb 03, 2026 |
| Kovack Advisors, Inc. | History | Added to | 37,938 | 2,043 | 0.09% | 0.06% | 58 | +25,977 | 217.18% | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 36,959 | 1,990 | 0.02% | 0.03% | 59 | +4,434 | 13.63% | Q4 2025 | Jan 29, 2026 |
| Sowell Financial Services LLC | History | New | 36,419 | 1,961 | 0.07% | — | 60 | +36,419 | New | Q4 2025 | Jan 21, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 34,861 | 1,877 | 0.02% | 0.02% | 61 | +5,229 | 17.65% | Q4 2025 | Feb 10, 2026 |
| Belpointe Asset Management LLC | History | New | 34,847 | 1,876 | 0.07% | — | 62 | +34,847 | New | Q4 2025 | Jan 27, 2026 |
| Kaizen Financial Strategies | History | Added to | 34,707 | 1,869 | 0.82% | 0.83% | 63 | +955 | 2.83% | Q4 2025 | Jan 21, 2026 |
| Uniplan Investment Counsel, Inc. | History | New | 32,746 | 1,763 | 0.18% | — | 64 | +32,746 | New | Q4 2025 | Feb 17, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 32,725 | 1,762 | 0.19% | 0.17% | 65 | +5,920 | 22.09% | Q4 2025 | Feb 06, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 32,129 | 1,730 | 0.05% | 0.05% | 66 | +810 | 2.59% | Q4 2025 | Jan 23, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 31,421 | 1,692 | 0.06% | 0.0% | 67 | +31,065 | 8726.12% | Q4 2025 | Feb 04, 2026 |
| HighTower Advisors, LLC | History | Added to | 30,687 | 1,652 | 0.0% | 0.0% | 68 | +3,810 | 14.18% | Q4 2025 | Feb 06, 2026 |
| CAP Partners, LLC | History | Added to | 29,823 | 1,606 | 0.91% | 0.82% | 69 | +3,192 | 11.99% | Q4 2025 | Feb 04, 2026 |
| Virtue Capital Management, LLC | History | Added to | 29,837 | 1,604 | 0.25% | 0.04% | 70 | +29,100 | 3948.44% | Q4 2025 | Feb 18, 2026 |
| Tactive Advisors, LLC | History | Reduced | 27,128 | 1,461 | 0.43% | 0.46% | 71 | -2,675 | -8.98% | Q4 2025 | Jan 09, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 26,998 | 1,454 | 0.32% | 0.29% | 72 | +2,946 | 12.25% | Q4 2025 | Feb 17, 2026 |
| Gainplan LLC | History | Added to | 26,397 | 1,421 | 0.53% | 0.49% | 73 | +5,193 | 24.49% | Q4 2025 | Jan 23, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 26,329 | 1,418 | 0.05% | 0.05% | 74 | +2,034 | 8.37% | Q4 2025 | Feb 17, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | New | 25,530 | 1,375 | 0.25% | — | 75 | +25,530 | New | Q4 2025 | Feb 06, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 25,215 | 1,358 | 0.01% | 0.0% | 76 | +9,563 | 61.1% | Q4 2025 | Jan 29, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 25,241 | 1,358 | 0.23% | 0.19% | 77 | +5,213 | 26.03% | Q4 2025 | Feb 06, 2026 |
| Aventura Private Wealth, LLC | History | Added to | 24,612 | 1,325 | 0.48% | 0.09% | 78 | +20,348 | 477.2% | Q4 2025 | Jan 07, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 24,045 | 1,295 | 0.02% | 0.02% | 79 | -400 | -1.64% | Q4 2025 | Feb 05, 2026 |
| Independent Advisor Alliance | History | Reduced | 23,468 | 1,263 | 0.03% | 0.03% | 80 | -859 | -3.53% | Q4 2025 | Feb 04, 2026 |
| Clearstead Advisors, LLC | History | Added to | 23,214 | 1,250 | 0.02% | 0.01% | 81 | +4,001 | 20.82% | Q4 2025 | Feb 09, 2026 |
| StoneX Group Inc. | History | Added to | 22,879 | 1,232 | 0.05% | 0.03% | 82 | +11,392 | 99.17% | Q4 2025 | Feb 12, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 22,277 | 1,199 | 0.28% | 0.28% | 83 | +550 | 2.53% | Q4 2025 | Jan 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 20,778 | 1,130 | 0.0% | 0.0% | 84 | +3,614 | 21.06% | Q4 2025 | Jan 08, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | New | 20,661 | 1,112 | 0.48% | — | 85 | +20,661 | New | Q4 2025 | Jan 21, 2026 |
| Meridian Wealth Management, LLC | History | New | 18,687 | 1,006 | 0.04% | — | 86 | +18,687 | New | Q4 2025 | Feb 04, 2026 |
| Mariner, LLC | History | Added to | 18,408 | 991 | 0.0% | 0.0% | 87 | +3,365 | 22.37% | Q4 2025 | Feb 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 17,232 | 941 | 0.04% | 0.05% | 88 | +1,364 | 8.6% | Q4 2025 | Feb 03, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 16,905 | 910 | 0.01% | 0.01% | 89 | +249 | 1.49% | Q4 2025 | Feb 02, 2026 |
| Equitable Holdings, Inc. | History | Added to | 16,712 | 900 | 0.01% | 0.01% | 90 | +2,789 | 20.03% | Q4 2025 | Feb 17, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 16,667 | 897 | 0.01% | 0.01% | 91 | +1,445 | 9.49% | Q4 2025 | Feb 18, 2026 |
| IFG Advisory, LLC | History | Added to | 16,482 | 887 | 0.04% | 0.02% | 92 | +10,390 | 170.55% | Q4 2025 | Feb 10, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 16,340 | 880 | 0.0% | 0.0% | 93 | -336 | -2.01% | Q4 2025 | Feb 17, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 16,287 | 877 | 0.03% | 0.01% | 94 | +10,992 | 207.59% | Q4 2025 | Jan 09, 2026 |
| Lido Advisors, LLC | History | No change | 15,875 | 860 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 15,269 | 822 | 0.04% | 0.04% | 96 | -979 | -6.03% | Q4 2025 | Jan 20, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 14,959 | 814 | 0.08% | 0.08% | 97 | +835 | 5.91% | Q4 2025 | Jan 12, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 14,614 | 787 | 0.22% | 0.14% | 98 | +3,387 | 30.17% | Q4 2025 | Jan 12, 2026 |
| Keystone Financial Group | History | No change | 14,580 | 785 | 0.06% | 0.06% | 99 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 14,203 | 764 | 0.03% | 0.01% | 100 | +8,936 | 169.66% | Q4 2025 | Feb 02, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 14,076 | 758 | 0.0% | 0.0% | 101 | +6,759 | 92.37% | Q4 2025 | Mar 16, 2026 |
| CoreCap Advisors, LLC | History | Added to | 13,985 | 753 | 0.03% | 0.02% | 102 | +2,598 | 22.82% | Q4 2025 | Jan 13, 2026 |
| October Effect Ltd | History | New | 13,780 | 742 | 0.82% | — | 103 | +13,780 | New | Q4 2025 | Jan 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 13,692 | 737 | 0.0% | 0.0% | 104 | +3,213 | 30.66% | Q4 2025 | Feb 17, 2026 |
| NORDEN GROUP LLC | History | Added to | 13,459 | 724 | 0.07% | 0.05% | 105 | +4,492 | 50.09% | Q4 2025 | Jan 13, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 13,337 | 718 | 0.13% | 0.06% | 106 | +7,541 | 130.11% | Q4 2025 | Feb 02, 2026 |
| Latitude Advisors, LLC | History | Added to | 13,089 | 704 | 0.31% | 0.1% | 107 | +9,019 | 221.6% | Q4 2025 | Jan 27, 2026 |
| NewEdge Wealth, LLC | History | Added to | 12,573 | 677 | 0.01% | 0.01% | 108 | +398 | 3.27% | Q4 2025 | Feb 03, 2026 |
| Sound Income Strategies, LLC | History | New | 12,366 | 672 | 0.03% | — | 109 | +12,366 | New | Q4 2025 | Jan 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 12,188 | 656 | 0.0% | 0.0% | 110 | +6,046 | 98.44% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Added to | 11,991 | 646 | 0.0% | 0.0% | 111 | +5,788 | 93.31% | Q4 2025 | Jan 26, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 11,824 | 636 | 0.0% | 0.0% | 112 | +440 | 3.87% | Q4 2025 | Feb 03, 2026 |
| BG Investment Services, LLC | History | Added to | 11,753 | 633 | 0.56% | 0.32% | 113 | +5,831 | 98.46% | Q4 2025 | Feb 05, 2026 |
| Farther Finance Advisors, LLC | History | New | 11,592 | 624 | 0.01% | — | 115 | +11,592 | New | Q4 2025 | Jan 23, 2026 |
| Hibernia Wealth Partners, LLC | History | Added to | 11,599 | 624 | 0.19% | 0.2% | 114 | +5,800 | 100.02% | Q4 2025 | Feb 12, 2026 |
| Delta Investment Management, LLC | History | Added to | 11,330 | 610 | 0.11% | 0.06% | 116 | +5,522 | 95.08% | Q4 2025 | Jan 30, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | New | 11,244 | 604 | 0.78% | — | 117 | +11,244 | New | Q4 2025 | Jan 07, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 10,979 | 591 | 0.11% | 0.09% | 118 | +1,750 | 18.96% | Q4 2025 | Jan 28, 2026 |
| Creative Planning | History | Added to | 10,749 | 578 | 0.0% | 0.0% | 119 | +7,021 | 188.33% | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 10,620 | 571 | 0.01% | 0.01% | 120 | +3,897 | 57.97% | Q4 2025 | Jan 13, 2026 |
| Alpha Financial Partners, LLC | History | Reduced | 10,564 | 568 | 0.35% | 1.2% | 121 | -23,376 | -68.87% | Q4 2025 | Feb 10, 2026 |
| ELCO Management Co., LLC | History | Added to | 10,200 | 549 | 0.35% | 0.15% | 122 | +4,900 | 92.45% | Q4 2025 | Feb 04, 2026 |
| Allworth Financial LP | History | New | 10,091 | 543 | 0.0% | — | 123 | +10,091 | New | Q4 2025 | Feb 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 9,811 | 528 | 0.0% | 0.0% | 124 | +233 | 2.43% | Q4 2025 | Feb 11, 2026 |
| BROWN ADVISORY INC | History | No change | 9,740 | 524 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 9,656 | 520 | 0.07% | 0.06% | 126 | +1,848 | 23.67% | Q4 2025 | Jan 06, 2026 |
| DOVER ADVISORS, LLC | History | New | 9,465 | 509 | 0.2% | — | 128 | +9,465 | New | Q4 2025 | Feb 10, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 9,460 | 509 | 0.05% | 0.05% | 127 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 9,406 | 506 | 0.02% | 0.02% | 129 | +324 | 3.57% | Q4 2025 | Jan 07, 2026 |
| PMG Family Office LLC | History | Reduced | 9,366 | 504 | 0.58% | 0.58% | 130 | -295 | -3.05% | Q4 2025 | Jan 28, 2026 |
| Capital Planning LLC | History | Added to | 9,322 | 501 | 0.14% | 0.1% | 131 | +3,199 | 52.25% | Q4 2025 | Jan 23, 2026 |
| Sigma Planning Corp | History | Added to | 9,250 | 498 | 0.01% | 0.01% | 132 | +2,010 | 27.76% | Q4 2025 | Jan 30, 2026 |
| Rockport Wealth LLC | History | New | 9,064 | 488 | 0.09% | — | 133 | +9,064 | New | Q4 2025 | Feb 06, 2026 |
| Global Retirement Partners, LLC | History | Added to | 8,985 | 483 | 0.01% | 0.01% | 134 | +3,002 | 50.18% | Q4 2025 | Feb 06, 2026 |
| Arkadios Wealth Advisors | History | Added to | 8,941 | 481 | 0.01% | 0.01% | 135 | +1,569 | 21.28% | Q4 2025 | Feb 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 8,943 | 481 | 0.02% | 0.02% | 136 | +1,486 | 19.93% | Q4 2025 | Jan 28, 2026 |
| Betterment LLC | History | New | 8,448 | 455 | 0.0% | — | 137 | +8,448 | New | Q4 2025 | Feb 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 8,099 | 436 | 0.03% | 0.02% | 138 | +2,576 | 46.64% | Q4 2025 | Feb 03, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 8,056 | 433 | 0.03% | 0.02% | 139 | +3,568 | 79.5% | Q4 2025 | Feb 20, 2026 |
| Strategic Blueprint, LLC | History | New | 7,925 | 426 | 0.03% | — | 140 | +7,925 | New | Q4 2025 | Jan 30, 2026 |
| Triad Wealth Partners, LLC | History | New | 7,907 | 425 | 0.04% | — | 142 | +7,907 | New | Q4 2025 | Jan 22, 2026 |
| COMERICA BANK | History | Added to | 7,899 | 425 | 0.0% | 0.0% | 141 | +35 | 0.45% | Q4 2025 | Jan 29, 2026 |
| Atria Investments, Inc | History | Added to | 7,564 | 407 | 0.0% | 0.0% | 143 | +70 | 0.93% | Q4 2025 | Feb 05, 2026 |
| Safe Harbor Fiduciary, LLC | History | New | 7,412 | 399 | 0.35% | — | 144 | +7,412 | New | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 7,307 | 393 | 0.02% | 0.03% | 145 | -1,856 | -20.26% | Q4 2025 | Jan 20, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 7,209 | 388 | 0.0% | — | 146 | +7,209 | New | Q4 2025 | Jan 21, 2026 |
| Oakworth Capital, Inc. | History | New | 7,200 | 387 | 0.02% | — | 147 | +7,200 | New | Q4 2025 | Jan 30, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 7,020 | 378 | 0.07% | 0.04% | 148 | +3,266 | 87.0% | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 7,015 | 377 | 0.0% | 0.0% | 149 | +1,654 | 30.85% | Q4 2025 | Feb 02, 2026 |
| Camarda Financial Advisors, LLC | History | Reduced | 6,968 | 375 | 0.14% | 0.15% | 150 | -325 | -4.46% | Q4 2025 | Feb 17, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 6,909 | 372 | 0.01% | 0.01% | 152 | +489 | 7.62% | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 6,915 | 372 | 0.03% | 0.03% | 151 | +24 | 0.35% | Q4 2025 | Jan 26, 2026 |
| Waycross Investment Management Co | History | Added to | 6,797 | 366 | 0.32% | 0.31% | 154 | +1,222 | 21.92% | Q4 2025 | Jan 08, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 6,800 | 366 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Added to | 6,751 | 363 | 0.3% | 0.27% | 155 | +766 | 12.8% | Q4 2025 | Feb 03, 2026 |
| Aprio Wealth Management, LLC | History | New | 6,575 | 354 | 0.02% | — | 156 | +6,575 | New | Q4 2025 | Jan 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 6,388 | 344 | 0.0% | 0.0% | 157 | +792 | 14.15% | Q4 2025 | Feb 17, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | Reduced | 6,346 | 341 | 0.13% | 0.22% | 158 | -4,736 | -42.74% | Q4 2025 | Feb 09, 2026 |
| IHT Wealth Management, LLC | History | New | 6,257 | 337 | 0.01% | — | 159 | +6,257 | New | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Reduced | 6,185 | 333 | 0.01% | 0.01% | 160 | -1,089 | -14.97% | Q4 2025 | Feb 06, 2026 |
| IPG Investment Advisors LLC | History | New | 6,175 | 332 | 0.06% | — | 161 | +6,175 | New | Q4 2025 | Feb 09, 2026 |
| NOVEM GROUP | History | Added to | 6,109 | 329 | 0.04% | 0.04% | 162 | +405 | 7.1% | Q4 2025 | Jan 27, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 6,100 | 328 | 0.17% | 0.17% | 163 | +300 | 5.17% | Q4 2025 | Feb 10, 2026 |
| Balboa Wealth Partners | History | Added to | 5,982 | 322 | 0.05% | 0.05% | 164 | +790 | 15.22% | Q4 2025 | Jan 16, 2026 |
| Magnus Financial Group LLC | History | Added to | 5,867 | 315 | 0.02% | 0.02% | 165 | +158 | 2.77% | Q4 2025 | Jan 07, 2026 |
| CreativeOne Wealth, LLC | History | New | 5,838 | 314 | 0.01% | — | 166 | +5,838 | New | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 5,826 | 313 | 0.0% | 0.0% | 167 | -3,880 | -39.98% | Q4 2025 | Feb 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 5,826 | 313 | 0.03% | 0.04% | 168 | +35 | 0.6% | Q4 2025 | Jan 23, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 5,666 | 305 | 0.03% | 0.04% | 169 | -316 | -5.28% | Q4 2025 | Jan 14, 2026 |
| 626 Financial, LLC | History | No change | 5,620 | 302 | 0.13% | 0.13% | 170 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Forum Financial Management, LP | History | No change | 5,558 | 299 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Mutual Advisors, LLC | History | Added to | 5,446 | 293 | 0.01% | 0.01% | 172 | +874 | 19.12% | Q4 2025 | Feb 02, 2026 |
| Claro Advisors Inc. | History | Reduced | 5,335 | 287 | 0.04% | 0.04% | 173 | -30 | -0.56% | Q4 2025 | Feb 17, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 5,199 | 280 | 0.02% | 0.02% | 174 | +818 | 18.67% | Q4 2025 | Feb 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 5,108 | 275 | 0.04% | — | 175 | +5,108 | New | Q4 2025 | Feb 09, 2026 |
| Fortitude Advisory Group L.L.C. | History | Added to | 5,087 | 273 | 0.12% | 0.14% | 176 | +247 | 5.1% | Q4 2025 | Feb 13, 2026 |
| D.A. DAVIDSON & CO. | History | New | 4,970 | 267 | 0.0% | — | 177 | +4,970 | New | Q4 2025 | Jan 29, 2026 |
| AE Wealth Management LLC | History | Added to | 4,955 | 266 | 0.0% | 0.0% | 178 | +3,120 | 170.03% | Q4 2025 | Jan 26, 2026 |
| CAPITAL ADVISORS INC/OK | History | New | 4,750 | 255 | 0.0% | — | 179 | +4,750 | New | Q4 2025 | Jan 15, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 4,698 | 253 | 0.01% | 0.01% | 180 | +454 | 10.7% | Q4 2025 | Feb 13, 2026 |
| Sonoma Allocations LLC | History | No change | 4,657 | 252 | 0.08% | 0.09% | 181 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 4,809 | 250 | 0.34% | — | 184 | +4,800 | 53333.33% | Q4 2025 | Feb 10, 2026 |
| Traynor Capital Management, Inc. | History | New | 4,656 | 250 | 0.01% | — | 182 | +4,656 | New | Q4 2025 | Jan 12, 2026 |
| OneDigital Investment Advisors LLC | History | New | 4,648 | 250 | 0.0% | — | 183 | +4,648 | New | Q4 2025 | Feb 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 4,610 | 248 | 0.01% | — | 185 | +4,610 | New | Q4 2025 | Feb 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 4,543 | 244 | 0.0% | 0.0% | 186 | -481 | -9.57% | Q4 2025 | Feb 18, 2026 |
| Advisory Services Network, LLC | History | Added to | 4,491 | 241 | 0.0% | 0.0% | 187 | +4,466 | 17864.0% | Q4 2025 | Feb 17, 2026 |
| Horizon Investment Services, LLC | History | Added to | 4,430 | 238 | 0.09% | 0.09% | 188 | +152 | 3.55% | Q4 2025 | Feb 13, 2026 |
| Midwest Financial Group LLC | History | Added to | 4,400 | 236 | 0.1% | 0.11% | 189 | +300 | 7.32% | Q4 2025 | Jan 20, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Added to | 4,369 | 235 | 0.06% | 0.06% | 190 | +65 | 1.51% | Q4 2025 | Feb 09, 2026 |
| Jaffetilchin Investment Partners, LLC | History | New | 4,305 | 231 | 0.01% | — | 191 | +4,305 | New | Q4 2025 | Jan 15, 2026 |
| Gateway Wealth Partners, LLC | History | New | 4,282 | 230 | 0.03% | — | 192 | +4,282 | New | Q4 2025 | Feb 11, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 4,218 | 227 | 0.0% | — | 193 | +4,218 | New | Q4 2025 | Jan 14, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 4,214 | 226 | 0.01% | 0.02% | 194 | -2,666 | -38.75% | Q4 2025 | Feb 02, 2026 |
| Pathstone Holdings, LLC | History | New | 4,190 | 225 | 0.0% | — | 195 | +4,190 | New | Q4 2025 | Feb 13, 2026 |
| Kapstone Financial Advisors LLC | History | New | 4,069 | 219 | 0.11% | — | 196 | +4,069 | New | Q4 2025 | Feb 05, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 17,609 | 216 | 0.01% | 0.01% | 197 | +6,409 | 57.22% | Q4 2025 | Feb 11, 2026 |
| Compound Planning, Inc. | History | New | 3,942 | 212 | 0.01% | — | 198 | +3,942 | New | Q4 2025 | Feb 19, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 3,873 | 208 | 0.03% | 0.03% | 199 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | New | 3,828 | 205 | 0.03% | — | 200 | +3,828 | New | Q4 2025 | Jan 08, 2026 |
| RIDGECREST WEALTH PARTNERS, LLC | History | New | 3,750 | 201 | 0.11% | — | 202 | +3,750 | New | Q4 2025 | Jan 22, 2026 |
| Soltis Investment Advisors LLC | History | New | 3,738 | 201 | 0.01% | — | 201 | +3,738 | New | Q4 2025 | Apr 02, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 3,707 | 199 | 0.01% | 0.01% | 203 | +85 | 2.35% | Q4 2025 | Jan 08, 2026 |
| Luminist Capital LLC | History | New | 3,659 | 197 | 0.24% | — | 204 | +3,659 | New | Q4 2025 | Feb 13, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 3,525 | 189 | 0.05% | 0.05% | 205 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 3,500 | 188 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 3,424 | 184 | 0.0% | 0.0% | 207 | +3,239 | 1750.81% | Q4 2025 | Feb 10, 2026 |
| US BANCORP \DE\ | History | Added to | 2,990 | 161 | 0.0% | 0.0% | 208 | +1,923 | 180.22% | Q4 2025 | Jan 30, 2026 |
| NBC SECURITIES, INC. | History | Added to | 2,524 | 135 | 0.01% | 0.01% | 209 | +642 | 34.11% | Q4 2025 | Jan 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 2,360 | 127 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| City State Bank | History | No change | 2,000 | 107 | 0.03% | 0.03% | 211 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,984 | 106 | 0.0% | 0.0% | 212 | -2,817 | -58.68% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | New | 1,869 | 100 | 0.0% | — | 213 | +1,869 | New | Q4 2025 | Feb 13, 2026 |
| Anfield Capital Management, LLC | History | No change | 1,856 | 99 | 0.03% | 0.03% | 214 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,521 | 81 | 0.0% | 0.01% | 215 | -5,570 | -78.55% | Q4 2025 | Feb 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 1,348 | 72 | 0.0% | 0.0% | 216 | -1,010 | -42.83% | Q4 2025 | Feb 09, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,283 | 69 | 0.0% | 0.0% | 217 | +1,203 | 1503.75% | Q4 2025 | Feb 13, 2026 |
| MCF Advisors LLC | History | Added to | 1,275 | 68 | 0.0% | 0.0% | 218 | +328 | 34.64% | Q4 2025 | Feb 11, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 1,251 | 67 | 0.01% | 0.01% | 219 | +250 | 24.98% | Q4 2025 | Jan 20, 2026 |
| BlackRock, Inc. | History | Reduced | 1,212 | 65 | 0.0% | 0.0% | 220 | -580 | -32.37% | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | New | 1,031 | 55 | 0.0% | — | 221 | +1,031 | New | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 970 | 52 | 0.0% | — | 223 | +970 | New | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 980 | 52 | 0.0% | 0.0% | 222 | +556 | 131.13% | Q4 2025 | Feb 06, 2026 |
| FIFTH THIRD BANCORP | History | New | 946 | 50 | 0.0% | — | 224 | +946 | New | Q4 2025 | Feb 02, 2026 |
| OPTIMA CAPITAL LLC | History | New | 739 | 39 | 0.02% | — | 225 | +739 | New | Q4 2025 | Jan 23, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 709 | 38 | 0.0% | 0.0% | 226 | +284 | 66.82% | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 700 | 37 | 0.0% | 0.0% | 227 | +300 | 75.0% | Q4 2025 | Feb 12, 2026 |
| Bogart Wealth, LLC | History | Added to | 686 | 36 | 0.0% | 0.0% | 228 | +183 | 36.38% | Q4 2025 | Jan 30, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 583 | 31 | 0.0% | 0.0% | 229 | +20 | 3.55% | Q4 2025 | Jan 28, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | Added to | 553 | 29 | 0.02% | 0.02% | 230 | +100 | 22.08% | Q4 2025 | Feb 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | New | 518 | 27 | 0.0% | — | 231 | +518 | New | Q4 2025 | Feb 12, 2026 |
| SIGNATUREFD, LLC | History | Added to | 425 | 22 | 0.0% | 0.0% | 232 | +325 | 325.0% | Q4 2025 | Jan 20, 2026 |
| Parallel Advisors, LLC | History | New | 374 | 20 | 0.0% | — | 233 | +374 | New | Q4 2025 | Feb 11, 2026 |
| Capital Analysts, LLC | History | Reduced | 356 | 19 | 0.0% | 0.0% | 234 | -18 | -4.81% | Q4 2025 | Feb 11, 2026 |
| Cape Investment Advisory, Inc. | History | New | 312 | 16 | 0.0% | — | 236 | +312 | New | Q4 2025 | Feb 17, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 300 | 16 | 0.0% | 0.0% | 235 | +125 | 71.43% | Q4 2025 | Jan 12, 2026 |
| Atlantic Union Bankshares Corp | History | New | 208 | 11 | 0.0% | — | 237 | +208 | New | Q4 2025 | Feb 04, 2026 |
| Winch Advisory Services, LLC | History | Added to | 199 | 10 | 0.0% | 0.0% | 238 | +7 | 3.65% | Q4 2025 | Feb 03, 2026 |
| Financial Management Professionals, Inc. | History | New | 167 | 8 | 0.0% | — | 239 | +167 | New | Q4 2025 | Jan 27, 2026 |
| CX Institutional | History | New | 150 | 8 | 0.0% | — | 240 | +150 | New | Q4 2025 | Feb 02, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 145 | 7 | 0.0% | — | 241 | +145 | New | Q4 2025 | Feb 05, 2026 |
| IFS Advisors, LLC | History | New | 100 | 5 | 0.0% | — | 242 | +100 | New | Q4 2025 | Jan 09, 2026 |
| Dunhill Financial, LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| GHP Investment Advisors, Inc. | History | New | 81 | 4 | 0.0% | — | 244 | +81 | New | Q4 2025 | Jan 27, 2026 |
| SWAN Capital LLC | History | New | 74 | 3 | 0.0% | — | 245 | +74 | New | Q4 2025 | Feb 12, 2026 |
| VSM Wealth Advisory, LLC | History | New | 41 | 2 | 0.0% | — | 248 | +41 | New | Q4 2025 | Feb 06, 2026 |
| JPMORGAN CHASE & CO | History | No change | 41 | 2 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Coston, McIsaac & Partners | History | No change | 46 | 2 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Independence Bank of Kentucky | History | New | 20 | 1 | 0.0% | — | 250 | +20 | New | Q4 2025 | Jan 20, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 19 | 1 | 0.0% | — | 249 | +19 | New | Q4 2025 | Feb 05, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,500 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Davies Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 1.16% | — | -26,300 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Lifestyle Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.2% | — | -10,606 | -100.0% | Q3 2025 | Oct 09, 2025 |
| World Investment Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -9,834 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Closed out | 0 | 0 | — | 0.06% | — | -9,120 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -8,750 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Sunpointe, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -7,928 | -100.0% | Q3 2025 | Nov 12, 2025 |
| WealthPLAN Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -6,732 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Falcon Wealth Planning | History | Closed out | 0 | 0 | — | 0.03% | — | -6,501 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Empower Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,400 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MGO ONE SEVEN LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,845 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,038 | -100.0% | Q3 2025 | Nov 03, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -440 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Frazier Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -400 | -100.0% | Q3 2025 | Oct 31, 2025 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -185 | -100.0% | Q3 2025 | Oct 10, 2025 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Feb 19, 2026 |
| Monetary Solutions, Ltd | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 23, 2026 |
| Root Financial Partners, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 10, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 09, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 4 | 0 | — | — | — | +1 | 33.33% | Q4 2025 | Feb 06, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |