ETF Series Solutions - QTUM
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 61 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 | 1,057,924 | 116,011 | 0.03% | 0.03% | 1 | +92,386 | 9.57% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 732,183 | 80,291 | 0.01% | 0.0% | 2 | +149,206 | 25.59% | Q4 2025 | Feb 17, 2026 |
| Parkway Wealth Management Group, LLC | History | New | 371,151 | 40,700 | 5.46% | — | 3 | +371,151 | New | Q4 2025 | Feb 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 223,730 | 24,534 | 0.02% | 0.01% | 4 | +94,744 | 73.45% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 190,281 | 20,874 | 0.03% | 0.03% | 5 | -9,521 | -4.77% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 190,224 | 20,859 | 0.01% | 0.01% | 6 | +38,387 | 25.28% | Q4 2025 | Feb 18, 2026 |
| Gradient Investments LLC | History | Added to | 189,009 | 20,726 | 0.33% | 0.29% | 7 | +24,936 | 15.2% | Q4 2025 | Jan 08, 2026 |
| ASSETMARK, INC | History | Added to | 184,981 | 20,285 | 0.04% | 0.04% | 8 | +18,921 | 11.39% | Q4 2025 | Jan 23, 2026 |
| Cetera Investment Advisers | History | Added to | 172,178 | 18,881 | 0.02% | 0.02% | 9 | +21,757 | 14.46% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 164,452 | 18,034 | 0.05% | 0.03% | 10 | +50,974 | 44.92% | Q4 2025 | Feb 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 158,882 | 17,422 | 0.1% | 0.01% | 11 | +141,100 | 793.5% | Q4 2025 | Feb 12, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 158,200 | 17,348 | 0.06% | 0.03% | 12 | +78,100 | 97.5% | Q4 2025 | Feb 11, 2026 |
| Madrona Financial Services, LLC | History | Reduced | 157,187 | 17,237 | 3.68% | 3.71% | 13 | -3,086 | -1.93% | Q4 2025 | Jan 22, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 155,371 | 17,038 | 0.02% | 0.01% | 14 | +15,281 | 10.91% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 148,776 | 16,314 | 0.0% | — | 15 | +148,776 | New | Q4 2025 | Feb 17, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | Added to | 139,853 | 15,336 | 2.16% | 1.43% | 16 | +53,806 | 62.53% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 121,700 | 13,345 | 0.0% | 0.0% | 17 | +18,417 | 17.83% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 119,807 | 13,138 | 0.02% | 0.01% | 18 | +36,913 | 44.53% | Q4 2025 | Feb 12, 2026 |
| Beacon Harbor Wealth Advisors, Inc. | History | New | 116,752 | 12,803 | 2.84% | — | 19 | +116,752 | New | Q4 2025 | Jan 23, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | New | 104,070 | 11,412 | 0.96% | — | 20 | +104,070 | New | Q4 2025 | Jan 15, 2026 |
| Ethos Financial Group, LLC | History | No change | 103,580 | 11,358 | 0.84% | 0.85% | 21 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Quadrature Capital Ltd | History | Reduced | 94,628 | 10,376 | 0.11% | 0.28% | 22 | -127,820 | -57.46% | Q4 2025 | Feb 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 80,191 | 8,793 | 0.17% | 0.15% | 23 | +7,662 | 10.56% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 74,574 | 8,177 | 0.0% | 0.0% | 24 | +20,580 | 38.12% | Q4 2025 | Feb 10, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 73,352 | 8,043 | 0.06% | 0.04% | 25 | +27,409 | 59.66% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 72,210 | 7,918 | 0.01% | 0.01% | 26 | +25,867 | 55.82% | Q4 2025 | Mar 16, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 72,200 | 7,917 | 0.0% | 0.0% | 27 | +25,800 | 55.6% | Q4 2025 | Feb 12, 2026 |
| Cooper Capital Advisors LLC | History | Added to | 71,248 | 7,813 | 4.92% | 4.81% | 28 | +290 | 0.41% | Q4 2025 | Feb 12, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 69,565 | 7,628 | 0.95% | 0.89% | 29 | +5,074 | 7.87% | Q4 2025 | Feb 13, 2026 |
| Millington Financial Advisors, LLC | History | Added to | 65,246 | 7,555 | 3.35% | 3.51% | 30 | +496 | 0.77% | Q4 2025 | Feb 09, 2026 |
| HighTower Advisors, LLC | History | Added to | 68,739 | 7,537 | 0.01% | 0.01% | 31 | +22,875 | 49.88% | Q4 2025 | Feb 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 68,403 | 7,501 | 0.0% | 0.0% | 32 | -11,790 | -14.7% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 66,947 | 7,341 | 0.05% | 0.02% | 33 | +41,165 | 159.67% | Q4 2025 | Feb 17, 2026 |
| Paller Financial Services Inc | History | New | 60,638 | 6,649 | 5.33% | — | 34 | +60,638 | New | Q4 2025 | Jan 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 57,117 | 6,263 | 0.3% | 0.26% | 35 | +815 | 1.45% | Q4 2025 | Jan 21, 2026 |
| Estate Planners Group, LLC | History | New | 56,551 | 6,201 | 2.69% | — | 36 | +56,551 | New | Q4 2025 | Apr 07, 2026 |
| BREAKTHRU ADVISORY SERVICES, LLC | History | New | 53,377 | 5,853 | 3.74% | — | 37 | +53,377 | New | Q4 2025 | Jan 12, 2026 |
| Foguth Wealth Management, LLC. | History | New | 51,177 | 5,751 | 0.89% | — | 38 | +51,177 | New | Q4 2025 | Jan 05, 2026 |
| Nvest Financial, LLC | History | Added to | 51,740 | 5,673 | 2.36% | 2.28% | 39 | +13,981 | 37.03% | Q4 2025 | Feb 10, 2026 |
| VVR Holdings LLC | History | New | 50,193 | 5,504 | 2.86% | — | 40 | +50,193 | New | Q4 2025 | Feb 11, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 50,154 | 5,500 | 0.01% | 0.01% | 41 | +10,027 | 24.99% | Q4 2025 | Feb 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 46,744 | 5,125 | 0.01% | 0.01% | 42 | +21,046 | 81.9% | Q4 2025 | Feb 13, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 46,488 | 5,097 | 0.54% | 0.55% | 43 | -1,311 | -2.74% | Q4 2025 | Jan 20, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | Reduced | 45,408 | 4,979 | 2.9% | 4.49% | 44 | -25,891 | -36.31% | Q4 2025 | Jan 28, 2026 |
| Private Advisor Group, LLC | History | Reduced | 44,334 | 4,840 | 0.02% | 0.03% | 45 | -16,949 | -27.66% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 39,350 | 4,315 | 0.0% | 0.0% | 46 | +32,914 | 511.4% | Q4 2025 | Jan 29, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 35,815 | 3,927 | 0.01% | 0.03% | 47 | -70,479 | -66.31% | Q4 2025 | Jan 26, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | New | 34,389 | 3,771 | 1.33% | — | 48 | +34,389 | New | Q4 2025 | Feb 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 33,473 | 3,670 | 0.0% | 0.0% | 49 | +24,908 | 290.81% | Q4 2025 | Feb 13, 2026 |
| Sage Capital Management, LLC | History | Reduced | 31,829 | 3,491 | 1.61% | 1.62% | 50 | -2,480 | -7.23% | Q4 2025 | Jan 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 31,557 | 3,460 | 0.0% | 0.0% | 51 | +20,585 | 187.61% | Q4 2025 | Feb 17, 2026 |
| BIP Wealth, LLC | History | New | 31,259 | 3,427 | 0.12% | — | 52 | +31,259 | New | Q4 2025 | Jan 21, 2026 |
| Mattson Financial Services, LLC | History | Added to | 30,444 | 3,338 | 0.78% | 0.68% | 53 | +3,287 | 12.1% | Q4 2025 | Feb 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 30,214 | 3,313 | 0.07% | 0.01% | 54 | +24,164 | 399.4% | Q4 2025 | Jan 14, 2026 |
| Inscription Capital, LLC | History | Added to | 29,700 | 3,256 | 0.33% | 0.22% | 55 | +10,341 | 53.42% | Q4 2025 | Jan 29, 2026 |
| RPg Family Wealth Advisory, LLC | History | Added to | 29,349 | 3,218 | 0.71% | 0.66% | 56 | +620 | 2.16% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 26,608 | 2,917 | 0.01% | 0.01% | 57 | -4 | -0.02% | Q4 2025 | Feb 18, 2026 |
| StoneX Group Inc. | History | Added to | 26,326 | 2,886 | 0.13% | 0.08% | 58 | +8,981 | 51.78% | Q4 2025 | Feb 12, 2026 |
| NOVEM GROUP | History | Added to | 26,255 | 2,879 | 0.33% | 0.26% | 59 | +4,769 | 22.2% | Q4 2025 | Jan 27, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 25,478 | 2,793 | 0.04% | 0.05% | 60 | -6,998 | -21.55% | Q4 2025 | Feb 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 25,432 | 2,788 | 0.04% | 0.04% | 61 | +2,054 | 8.79% | Q4 2025 | Feb 12, 2026 |
| Western Wealth Management, LLC | History | Added to | 23,942 | 2,625 | 0.12% | 0.11% | 62 | +4,702 | 24.44% | Q4 2025 | Feb 05, 2026 |
| Paragon Private Wealth Management, LLC | History | Added to | 23,581 | 2,585 | 0.79% | 0.75% | 63 | +1,905 | 8.79% | Q4 2025 | Feb 11, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 23,047 | 2,527 | 1.73% | 1.68% | 64 | +272 | 1.19% | Q4 2025 | Jan 14, 2026 |
| Mariner, LLC | History | Added to | 22,625 | 2,481 | 0.0% | 0.0% | 65 | +5,299 | 30.58% | Q4 2025 | Feb 13, 2026 |
| Ocean Park Asset Management, LLC | History | New | 22,484 | 2,465 | 0.12% | — | 66 | +22,484 | New | Q4 2025 | Jan 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 21,612 | 2,369 | 0.01% | 0.01% | 67 | +4,313 | 24.93% | Q4 2025 | Feb 13, 2026 |
| Financial Freedom, LLC | History | Added to | 21,358 | 2,342 | 1.16% | 0.86% | 68 | +4,909 | 29.84% | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | Added to | 21,166 | 2,321 | 0.03% | 0.03% | 70 | +3,824 | 22.05% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 21,171 | 2,321 | 0.06% | 0.06% | 69 | -287 | -1.34% | Q4 2025 | Jan 28, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 20,965 | 2,299 | 0.31% | — | 71 | +20,965 | New | Q4 2025 | Feb 09, 2026 |
| World Investment Advisors | History | Added to | 20,673 | 2,267 | 0.04% | 0.04% | 72 | +1,643 | 8.63% | Q4 2025 | Mar 12, 2026 |
| SOUTHERN CAPITAL SERVICES INC /ADV | History | New | 18,535 | 2,032 | 1.28% | — | 73 | +18,535 | New | Q4 2025 | Feb 27, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Added to | 18,523 | 2,031 | 1.41% | 1.3% | 74 | +2,043 | 12.4% | Q4 2025 | Jan 23, 2026 |
| Creative Planning | History | Added to | 17,928 | 1,965 | 0.0% | 0.0% | 75 | +3,170 | 21.48% | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 17,832 | 1,955 | 0.02% | 0.01% | 76 | +13,166 | 282.17% | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | Added to | 17,292 | 1,896 | 0.0% | 0.0% | 77 | +5,065 | 41.42% | Q4 2025 | Feb 13, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 16,517 | 1,811 | 0.01% | 0.01% | 78 | -715 | -4.15% | Q4 2025 | Feb 12, 2026 |
| Integras Partners LLC | History | Reduced | 16,360 | 1,794 | 1.45% | 1.43% | 79 | -509 | -3.02% | Q4 2025 | Jan 29, 2026 |
| Focus Partners Wealth | History | Added to | 15,752 | 1,727 | 0.0% | 0.0% | 80 | +11,230 | 248.34% | Q4 2025 | Feb 13, 2026 |
| Lido Advisors, LLC | History | Added to | 16,205 | 1,715 | 0.01% | 0.0% | 81 | +3,173 | 24.35% | Q4 2025 | Feb 10, 2026 |
| Clarus Wealth Advisors | History | Added to | 14,428 | 1,692 | 0.7% | 0.67% | 82 | +647 | 4.69% | Q4 2025 | Jan 14, 2026 |
| Yarbrough Capital, LLC | History | No change | 15,069 | 1,652 | 0.05% | 0.05% | 83 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Belvedere Trading LLC | History | New | 14,972 | 1,641 | 0.0% | — | 84 | +14,972 | New | Q4 2025 | Feb 10, 2026 |
| URS Advisory LLC | History | New | 14,447 | 1,584 | 1.32% | — | 85 | +14,447 | New | Q4 2025 | Feb 17, 2026 |
| Csenge Advisory Group | History | Added to | 14,117 | 1,548 | 0.07% | 0.07% | 86 | +774 | 5.8% | Q4 2025 | Feb 06, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 13,173 | 1,526 | 0.26% | 0.26% | 87 | +115 | 0.88% | Q4 2025 | Feb 06, 2026 |
| &PARTNERS | History | Reduced | 13,814 | 1,514 | 0.01% | 0.01% | 88 | -495 | -3.46% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 13,593 | 1,490 | 0.0% | 0.0% | 89 | -141 | -1.03% | Q4 2025 | Feb 17, 2026 |
| SHP Wealth Management | History | New | 13,423 | 1,471 | 0.11% | — | 90 | +13,423 | New | Q4 2025 | Mar 04, 2026 |
| Sonoma Allocations LLC | History | Added to | 12,484 | 1,459 | 0.48% | 0.33% | 91 | +4,330 | 53.1% | Q4 2025 | Feb 23, 2026 |
| National Wealth Management Group, LLC | History | Added to | 12,565 | 1,377 | 0.48% | 0.42% | 92 | +1,932 | 18.17% | Q4 2025 | Jan 12, 2026 |
| Procyon Advisors, LLC | History | New | 12,356 | 1,354 | 0.07% | — | 93 | +12,356 | New | Q4 2025 | Jan 07, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Added to | 12,256 | 1,343 | 1.07% | 0.51% | 94 | +6,544 | 114.57% | Q4 2025 | Jan 21, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 12,036 | 1,319 | 0.02% | 0.02% | 95 | +167 | 1.41% | Q4 2025 | Feb 09, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Added to | 42,900 | 1,265 | 0.3% | 0.09% | 96 | +39,100 | 1028.95% | Q4 2025 | Feb 12, 2026 |
| Mutual Advisors, LLC | History | Reduced | 11,320 | 1,241 | 0.03% | 0.03% | 97 | -1,960 | -14.76% | Q4 2025 | Feb 02, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 11,239 | 1,232 | 0.07% | 0.08% | 98 | -1,483 | -11.66% | Q4 2025 | Feb 04, 2026 |
| GWN SECURITIES INC. | History | Added to | 11,227 | 1,231 | 0.25% | 0.24% | 99 | +1,322 | 13.35% | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 10,435 | 1,221 | 0.0% | 0.0% | 100 | +1,463 | 16.31% | Q4 2025 | Jan 08, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 11,083 | 1,215 | 0.21% | 0.35% | 101 | -7,236 | -39.5% | Q4 2025 | Feb 02, 2026 |
| Buska Wealth Management, LLC | History | New | 11,030 | 1,209 | 0.45% | — | 102 | +11,030 | New | Q4 2025 | Jan 22, 2026 |
| Stegent Equity Advisors, Inc. | History | Added to | 10,783 | 1,182 | 0.92% | 0.89% | 103 | +308 | 2.94% | Q4 2025 | Jan 14, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | New | 10,754 | 1,179 | 0.44% | — | 104 | +10,754 | New | Q4 2025 | Feb 09, 2026 |
| Integrated Advisors Network LLC | History | Added to | 10,521 | 1,153 | 0.05% | 0.04% | 105 | +1,083 | 11.47% | Q4 2025 | Feb 17, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 10,482 | 1,149 | 0.06% | 0.07% | 106 | +190 | 1.85% | Q4 2025 | Jan 26, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 10,384 | 1,139 | 0.07% | 0.03% | 107 | +6,313 | 155.07% | Q4 2025 | Feb 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 10,344 | 1,134 | 0.02% | 0.02% | 108 | +1,069 | 11.53% | Q4 2025 | Feb 13, 2026 |
| Rooted Wealth Advisors, Inc. | History | Added to | 9,951 | 1,115 | 0.31% | 0.3% | 109 | +933 | 10.35% | Q4 2025 | Feb 09, 2026 |
| VestGen Advisors, LLC | History | New | 10,087 | 1,106 | 0.05% | — | 111 | +10,087 | New | Q4 2025 | Feb 17, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 10,091 | 1,106 | 0.17% | 0.17% | 110 | -301 | -2.9% | Q4 2025 | Feb 11, 2026 |
| AlTi Global, Inc. | History | New | 10,000 | 1,096 | 0.02% | — | 112 | +10,000 | New | Q4 2025 | Feb 13, 2026 |
| Sigma Planning Corp | History | Added to | 9,454 | 1,036 | 0.03% | 0.02% | 113 | +2,598 | 37.89% | Q4 2025 | Jan 30, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 9,185 | 1,007 | 0.03% | 0.03% | 114 | -1,729 | -15.84% | Q4 2025 | Jan 23, 2026 |
| Belpointe Asset Management LLC | History | Added to | 9,177 | 1,006 | 0.04% | 0.03% | 115 | +1,072 | 13.23% | Q4 2025 | Jan 27, 2026 |
| Compound Planning, Inc. | History | Reduced | 9,106 | 998 | 0.03% | 0.03% | 116 | -12 | -0.13% | Q4 2025 | Feb 19, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 8,958 | 982 | 0.35% | 0.25% | 117 | +2,577 | 40.39% | Q4 2025 | Feb 05, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 8,288 | 965 | 0.12% | 0.1% | 118 | +1,859 | 28.92% | Q4 2025 | Jan 14, 2026 |
| James J. Burns & Company, LLC | History | Added to | 8,809 | 965 | 0.13% | 0.12% | 119 | +987 | 12.62% | Q4 2025 | Jan 23, 2026 |
| WJ Wealth Management, LLC | History | Reduced | 8,714 | 955 | 0.42% | 0.44% | 120 | -1 | -0.01% | Q4 2025 | Feb 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 8,650 | 948 | 0.0% | 0.0% | 121 | +6,567 | 315.27% | Q4 2025 | Feb 18, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 8,570 | 939 | 0.03% | — | 122 | +8,570 | New | Q4 2025 | Feb 09, 2026 |
| Kaizen Financial Strategies | History | No change | 8,416 | 922 | 0.41% | 0.42% | 123 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CreativeOne Wealth, LLC | History | New | 8,336 | 914 | 0.02% | — | 124 | +8,336 | New | Q4 2025 | Feb 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 8,230 | 902 | 0.01% | 0.01% | 125 | +1,649 | 25.06% | Q4 2025 | Feb 09, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 8,205 | 899 | 0.06% | 0.06% | 126 | +415 | 5.33% | Q4 2025 | Feb 11, 2026 |
| Cerity Partners LLC | History | New | 8,168 | 895 | 0.0% | — | 127 | +8,168 | New | Q4 2025 | Feb 11, 2026 |
| Certified Advisory Corp | History | Added to | 8,168 | 895 | 0.08% | 0.06% | 128 | +2,344 | 40.25% | Q4 2025 | Jan 12, 2026 |
| Waverly Advisors, LLC | History | Added to | 8,112 | 889 | 0.01% | 0.0% | 129 | +5,977 | 279.95% | Q4 2025 | Feb 17, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 8,102 | 888 | 0.21% | 0.2% | 130 | +479 | 6.28% | Q4 2025 | Feb 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 7,960 | 872 | 0.01% | 0.0% | 131 | +4,390 | 122.97% | Q4 2025 | Jan 20, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 7,781 | 853 | 0.0% | — | 132 | +7,781 | New | Q4 2025 | Feb 05, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 7,890 | 848 | 0.02% | 0.01% | 133 | +3,338 | 73.33% | Q4 2025 | Feb 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 7,628 | 836 | 0.0% | 0.0% | 134 | +1,545 | 25.4% | Q4 2025 | Feb 17, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Added to | 7,600 | 833 | 0.21% | 0.15% | 135 | +1,829 | 31.69% | Q4 2025 | Feb 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 7,588 | 832 | 0.0% | 0.0% | 136 | +1,003 | 15.23% | Q4 2025 | Mar 25, 2026 |
| McGuire Investment Group, LLC | History | Added to | 7,570 | 830 | 0.09% | 0.08% | 137 | +1,196 | 18.76% | Q4 2025 | Jan 26, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 7,353 | 806 | 0.01% | 0.0% | 138 | +4,940 | 204.72% | Q4 2025 | Jan 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 7,152 | 784 | 0.01% | 0.01% | 139 | +2,962 | 70.69% | Q4 2025 | Jan 23, 2026 |
| Ferguson Shapiro LLC | History | New | 7,073 | 775 | 0.24% | — | 140 | +7,073 | New | Q4 2025 | Jan 26, 2026 |
| Pathway Financial Advisers, LLC | History | Added to | 7,020 | 769 | 0.22% | 0.19% | 141 | +755 | 12.05% | Q4 2025 | Feb 06, 2026 |
| PFG Advisors | History | Added to | 6,944 | 761 | 0.04% | 0.03% | 142 | +146 | 2.15% | Q4 2025 | Jan 27, 2026 |
| Quantum Portfolio Management LLC | History | New | 6,907 | 757 | 0.33% | — | 143 | +6,907 | New | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Added to | 6,764 | 742 | 0.0% | 0.0% | 144 | +3,681 | 119.4% | Q4 2025 | Jan 26, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Added to | 6,743 | 739 | 0.49% | 0.39% | 145 | +60 | 0.9% | Q4 2025 | Feb 12, 2026 |
| Provenance Wealth Advisors, LLC | History | Reduced | 6,672 | 731 | 0.08% | 0.09% | 146 | -323 | -4.62% | Q4 2025 | Jan 26, 2026 |
| Brookstone Capital Management | History | Added to | 6,502 | 713 | 0.01% | 0.01% | 147 | +1,474 | 29.32% | Q4 2025 | Jan 15, 2026 |
| Sowell Financial Services LLC | History | Added to | 6,422 | 704 | 0.03% | 0.01% | 148 | +3,102 | 93.43% | Q4 2025 | Jan 21, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 6,348 | 696 | 0.04% | 0.04% | 149 | +882 | 16.14% | Q4 2025 | Feb 10, 2026 |
| SMITH, MOORE & CO. | History | New | 6,252 | 685 | 0.05% | — | 150 | +6,252 | New | Q4 2025 | Jan 23, 2026 |
| Perissos Private Wealth Management, LLC | History | New | 6,227 | 682 | 0.59% | — | 151 | +6,227 | New | Q4 2025 | Feb 09, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 6,074 | 666 | 0.05% | 0.05% | 152 | -331 | -5.17% | Q4 2025 | Jan 21, 2026 |
| IFG Advisory, LLC | History | Added to | 5,984 | 656 | 0.03% | 0.03% | 153 | +99 | 1.68% | Q4 2025 | Feb 10, 2026 |
| GTS SECURITIES LLC | History | New | 5,903 | 647 | 0.02% | — | 154 | +5,903 | New | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 5,890 | 646 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Aurora Private Wealth, Inc. | History | New | 5,700 | 625 | 0.41% | — | 157 | +5,700 | New | Q4 2025 | Feb 02, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 5,705 | 625 | 0.03% | 0.02% | 156 | +945 | 19.85% | Q4 2025 | Feb 17, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 5,658 | 620 | 0.07% | 0.06% | 158 | +468 | 9.02% | Q4 2025 | Jan 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 5,590 | 613 | 0.0% | 0.0% | 159 | +2,585 | 86.02% | Q4 2025 | Feb 02, 2026 |
| Bramshill Investments, LLC | History | New | 5,500 | 603 | 0.03% | — | 160 | +5,500 | New | Q4 2025 | Feb 17, 2026 |
| Plan Group Financial, LLC | History | New | 5,447 | 597 | 0.15% | — | 161 | +5,447 | New | Q4 2025 | Feb 03, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 5,430 | 595 | 0.0% | 0.0% | 162 | +2,680 | 97.45% | Q4 2025 | Feb 18, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 5,399 | 592 | 0.39% | 0.35% | 163 | +499 | 10.18% | Q4 2025 | Feb 11, 2026 |
| Advisory Services Network, LLC | History | Added to | 5,371 | 589 | 0.01% | 0.01% | 164 | +43 | 0.81% | Q4 2025 | Feb 17, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 5,349 | 586 | 0.02% | 0.02% | 165 | +1,433 | 36.59% | Q4 2025 | Feb 09, 2026 |
| Boyer Financial Services, Inc. | History | New | 5,170 | 580 | 0.62% | — | 166 | +5,170 | New | Q4 2025 | Jan 30, 2026 |
| High Point Wealth Management, LLC | History | New | 5,246 | 575 | 0.54% | — | 167 | +5,246 | New | Q4 2025 | Jan 29, 2026 |
| RFG Advisory, LLC | History | New | 5,228 | 573 | 0.01% | — | 169 | +5,228 | New | Q4 2025 | Feb 03, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 5,229 | 573 | 0.01% | 0.0% | 168 | +2,316 | 79.51% | Q4 2025 | Feb 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 5,176 | 567 | 0.01% | 0.01% | 170 | +1,705 | 49.12% | Q4 2025 | Feb 09, 2026 |
| Columbus Macro, LLC | History | Added to | 5,156 | 565 | 0.06% | 0.02% | 171 | +3,200 | 163.6% | Q4 2025 | Jan 15, 2026 |
| Palogic Value Management, L.P. | History | New | 5,000 | 548 | 0.23% | — | 172 | +5,000 | New | Q4 2025 | Feb 17, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 4,940 | 546 | 0.04% | 0.04% | 173 | +228 | 4.84% | Q4 2025 | Jan 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 4,938 | 541 | 0.0% | 0.0% | 174 | +1,742 | 54.51% | Q4 2025 | Jan 26, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 4,848 | 531 | 0.01% | 0.01% | 175 | -201 | -3.98% | Q4 2025 | Feb 17, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 4,827 | 529 | 0.0% | 0.0% | 176 | +428 | 9.73% | Q4 2025 | Jan 29, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 4,773 | 523 | 0.01% | 0.01% | 177 | +496 | 11.6% | Q4 2025 | Jan 22, 2026 |
| Carter Financial Group, INC. | History | Added to | 4,755 | 521 | 0.31% | 0.22% | 178 | +1,327 | 38.71% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 4,728 | 518 | 0.0% | 0.0% | 179 | +1,812 | 62.14% | Q4 2025 | Feb 17, 2026 |
| MCF Advisors LLC | History | New | 4,712 | 516 | 0.03% | — | 180 | +4,712 | New | Q4 2025 | Feb 11, 2026 |
| SIMPLEX TRADING, LLC | History | New | 4,646 | 509 | 0.0% | — | 181 | +4,646 | New | Q4 2025 | Feb 11, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | New | 4,553 | 499 | 0.03% | — | 182 | +4,553 | New | Q4 2025 | Feb 09, 2026 |
| Index Technologies Group LLC | History | New | 4,520 | 495 | 0.52% | — | 184 | +4,520 | New | Q4 2025 | Feb 12, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 4,518 | 495 | 0.01% | 0.01% | 183 | -1,163 | -20.47% | Q4 2025 | Feb 13, 2026 |
| Signet Private Wealth LLC | History | New | 4,481 | 491 | 0.47% | — | 185 | +4,481 | New | Q4 2025 | Feb 11, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 4,439 | 486 | 0.0% | 0.0% | 186 | +629 | 16.51% | Q4 2025 | Feb 10, 2026 |
| UNITED BANK | History | New | 4,413 | 483 | 0.06% | — | 187 | +4,413 | New | Q4 2025 | Feb 13, 2026 |
| RIA Advisory Group LLC | History | Added to | 4,412 | 483 | 0.12% | 0.12% | 188 | +132 | 3.08% | Q4 2025 | Feb 02, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 4,351 | 477 | 0.07% | 0.07% | 189 | +701 | 19.21% | Q4 2025 | Jan 28, 2026 |
| Ignite Planners, LLC | History | New | 4,112 | 476 | 0.07% | — | 190 | +4,112 | New | Q4 2025 | Feb 06, 2026 |
| Three Magnolias Financial Advisors, LLC | History | Added to | 4,339 | 475 | 0.3% | 0.27% | 191 | +188 | 4.53% | Q4 2025 | Jan 20, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 4,328 | 474 | 0.14% | 0.12% | 192 | +617 | 16.63% | Q4 2025 | Feb 10, 2026 |
| Regal Investment Advisors LLC | History | New | 4,273 | 468 | 0.03% | — | 193 | +4,273 | New | Q4 2025 | Feb 17, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 4,241 | 465 | 0.07% | 0.04% | 194 | +1,448 | 51.84% | Q4 2025 | Feb 04, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Added to | 4,235 | 464 | 0.17% | 0.14% | 195 | +259 | 6.51% | Q4 2025 | Jan 21, 2026 |
| RM Financial Services, LLC | History | New | 4,207 | 461 | 0.41% | — | 196 | +4,207 | New | Q4 2025 | Feb 11, 2026 |
| Matisse Capital | History | Reduced | 4,157 | 455 | 0.2% | 0.24% | 197 | -888 | -17.6% | Q4 2025 | Jan 29, 2026 |
| Sovran Advisors, LLC | History | Added to | 3,848 | 454 | 0.04% | 0.03% | 198 | +1,204 | 45.54% | Q4 2025 | Jan 20, 2026 |
| Pacific Park Financial, Inc. | History | New | 4,134 | 453 | 0.28% | — | 199 | +4,134 | New | Q4 2025 | Jan 30, 2026 |
| Brookwood Investment Group LLC | History | New | 4,127 | 452 | 0.05% | — | 200 | +4,127 | New | Q4 2025 | Jan 22, 2026 |
| FIDUCIARY FAMILY OFFICE, LLC | History | No change | 4,100 | 449 | 0.13% | 0.12% | 201 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 4,087 | 448 | 0.0% | 0.0% | 202 | -1 | -0.02% | Q4 2025 | Feb 12, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 4,069 | 446 | 0.02% | 0.03% | 203 | +116 | 2.93% | Q4 2025 | Jan 28, 2026 |
| Bauman Advisory Group, LLC | History | New | 3,977 | 436 | 0.35% | — | 204 | +3,977 | New | Q4 2025 | Feb 20, 2026 |
| Cresset Asset Management, LLC | History | Added to | 3,881 | 425 | 0.0% | 0.0% | 205 | +982 | 33.87% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 3,853 | 422 | 0.01% | 0.01% | 206 | +795 | 26.0% | Q4 2025 | Feb 06, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 3,847 | 421 | 0.01% | 0.01% | 208 | +79 | 2.1% | Q4 2025 | Jan 09, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 3,841 | 421 | 0.0% | 0.0% | 207 | +29 | 0.76% | Q4 2025 | Feb 12, 2026 |
| GERBER, LLC | History | New | 3,834 | 420 | 0.23% | — | 209 | +3,834 | New | Q4 2025 | Jan 21, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 3,798 | 416 | 0.1% | 0.05% | 210 | +1,882 | 98.23% | Q4 2025 | Feb 17, 2026 |
| Nadler Financial Group, Inc. | History | Added to | 3,785 | 415 | 0.04% | 0.02% | 211 | +1,835 | 94.1% | Q4 2025 | Jan 28, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 3,767 | 413 | 0.07% | 0.07% | 212 | +138 | 3.8% | Q4 2025 | Feb 17, 2026 |
| David J Yvars Group | History | Reduced | 3,739 | 410 | 0.22% | 0.21% | 213 | -2 | -0.05% | Q4 2025 | Jan 12, 2026 |
| Sequent Planning LLC | History | New | 3,721 | 408 | 0.1% | — | 214 | +3,721 | New | Q4 2025 | Feb 05, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 3,712 | 407 | 0.02% | 0.01% | 215 | +2,629 | 242.75% | Q4 2025 | Feb 04, 2026 |
| Bridgewealth Advisory Group, LLC | History | New | 3,571 | 391 | 0.09% | — | 216 | +3,571 | New | Q4 2025 | Feb 04, 2026 |
| Massar Capital Management, LP | History | New | 3,558 | 390 | 0.04% | — | 217 | +3,558 | New | Q4 2025 | Feb 17, 2026 |
| WESPAC Advisors SoCal, LLC | History | New | 3,492 | 382 | 0.08% | — | 218 | +3,492 | New | Q4 2025 | Jan 07, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 3,381 | 370 | 0.0% | 0.01% | 219 | -1,207 | -26.31% | Q4 2025 | Feb 11, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 3,123 | 369 | 0.01% | 0.01% | 220 | +559 | 21.8% | Q4 2025 | Jan 23, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 3,360 | 368 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Safe Harbor Wealth Advisors, LLC | History | New | 3,162 | 366 | 0.35% | — | 222 | +3,162 | New | Q4 2025 | Feb 13, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 3,317 | 363 | 0.01% | 0.01% | 223 | -124 | -3.6% | Q4 2025 | Feb 17, 2026 |
| J. Safra Sarasin Holding AG | History | No change | 3,257 | 360 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 3,221 | 353 | 0.0% | 0.0% | 225 | -1,730 | -34.94% | Q4 2025 | Feb 09, 2026 |
| Baird Financial Group, Inc. | History | Added to | 3,224 | 353 | 0.0% | 0.0% | 226 | +81 | 2.58% | Q4 2025 | Feb 13, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 3,214 | 352 | 0.26% | 0.22% | 227 | +465 | 16.92% | Q4 2025 | Feb 11, 2026 |
| Centerpoint Advisory Group | History | Added to | 3,200 | 350 | 0.27% | 0.25% | 228 | +100 | 3.23% | Q4 2025 | Feb 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,182 | 348 | 0.0% | 0.0% | 229 | +1,392 | 77.77% | Q4 2025 | Feb 06, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 3,138 | 344 | 0.0% | 0.0% | 230 | +693 | 28.34% | Q4 2025 | Feb 12, 2026 |
| Silverleafe Capital Partners, LLC | History | Added to | 3,140 | 344 | 0.1% | 0.1% | 231 | +6 | 0.19% | Q4 2025 | Jan 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 3,128 | 343 | 0.02% | 0.02% | 232 | +132 | 4.41% | Q4 2025 | Feb 06, 2026 |
| Hilltop Holdings Inc. | History | Added to | 3,109 | 340 | 0.02% | 0.01% | 233 | +894 | 40.36% | Q4 2025 | Feb 17, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 3,080 | 337 | 0.0% | 0.01% | 234 | -1,617 | -34.43% | Q4 2025 | Feb 05, 2026 |
| TCI Wealth Advisors, Inc. | History | No change | 3,011 | 330 | 0.02% | 0.02% | 235 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Clark Capital Management Group, Inc. | History | New | 2,958 | 324 | 0.0% | — | 236 | +2,958 | New | Q4 2025 | Feb 17, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 2,931 | 321 | 0.0% | 0.0% | 237 | +2,394 | 445.81% | Q4 2025 | Jan 27, 2026 |
| CALTON & ASSOCIATES, INC. | History | New | 2,910 | 319 | 0.05% | — | 238 | +2,910 | New | Q4 2025 | Feb 10, 2026 |
| Banco BTG Pactual S.A. | History | New | 2,900 | 318 | 0.05% | — | 239 | +2,900 | New | Q4 2025 | Feb 12, 2026 |
| Resurgent Financial Advisors LLC | History | Reduced | 2,882 | 316 | 0.16% | 0.16% | 240 | -245 | -7.83% | Q4 2025 | Feb 12, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | New | 2,872 | 314 | 0.15% | — | 241 | +2,872 | New | Q4 2025 | Feb 05, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 2,845 | 311 | 0.02% | 0.02% | 242 | +50 | 1.79% | Q4 2025 | Jan 16, 2026 |
| Discipline Wealth Solutions, LLC | History | New | 2,823 | 309 | 0.06% | — | 243 | +2,823 | New | Q4 2025 | Jan 26, 2026 |
| Prairie Wealth Advisors, Inc. | History | Closed out | 0 | 308 | 0.13% | 0.11% | 244 | -2,490 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Lewis Asset Management, LLC | History | No change | 2,805 | 307 | 0.13% | 0.12% | 245 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | New | 2,788 | 305 | 0.08% | — | 246 | +2,788 | New | Q4 2025 | Feb 10, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 2,746 | 301 | 0.02% | 0.02% | 247 | -243 | -8.13% | Q4 2025 | Jan 22, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 2,739 | 300 | 0.0% | — | 248 | +2,739 | New | Q4 2025 | Jan 29, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 2,718 | 298 | 0.08% | 0.08% | 249 | +228 | 9.16% | Q4 2025 | Feb 05, 2026 |
| Blue Zone Wealth Advisors, LLC | History | Added to | 2,692 | 295 | 0.06% | 0.06% | 250 | +14 | 0.52% | Q4 2025 | Jan 21, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 2,670 | 292 | 0.0% | — | 251 | +2,670 | New | Q4 2025 | Feb 03, 2026 |
| WealthPLAN Partners, LLC | History | New | 2,520 | 276 | 0.04% | — | 252 | +2,520 | New | Q4 2025 | Feb 12, 2026 |
| Corient Private Wealth LLC | History | New | 2,499 | 274 | 0.0% | — | 255 | +2,499 | New | Q4 2025 | Mar 09, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 2,500 | 274 | 0.0% | 0.0% | 253 | +500 | 25.0% | Q4 2025 | Feb 10, 2026 |
| Ridgepath Capital Management LLC | History | No change | 2,620 | 274 | 0.13% | 0.12% | 254 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| GROUP ONE TRADING LLC | History | New | 2,482 | 272 | 0.0% | — | 256 | +2,482 | New | Q4 2025 | Feb 12, 2026 |
| Paladin Wealth, LLC | History | New | 2,481 | 272 | 0.19% | — | 257 | +2,481 | New | Q4 2025 | Jan 15, 2026 |
| Legacy Financial Advisors, Inc. | History | New | 2,433 | 266 | 0.04% | — | 258 | +2,433 | New | Q4 2025 | Feb 04, 2026 |
| GenTrust, LLC | History | No change | 2,388 | 261 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| OneAscent Financial Services LLC | History | New | 2,380 | 260 | 0.02% | — | 260 | +2,380 | New | Q4 2025 | Feb 11, 2026 |
| Key Client Fiduciary Advisors, LLC | History | New | 2,357 | 258 | 0.09% | — | 261 | +2,357 | New | Q4 2025 | Jan 28, 2026 |
| Chicago Partners Investment Group LLC | History | New | 2,172 | 257 | 0.01% | — | 262 | +2,172 | New | Q4 2025 | Jan 28, 2026 |
| Peak Planning Group, LLC | History | New | 2,333 | 255 | 0.07% | — | 263 | +2,333 | New | Q4 2025 | Feb 13, 2026 |
| Intrua Financial, LLC | History | New | 2,288 | 250 | 0.03% | — | 264 | +2,288 | New | Q4 2025 | Feb 05, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | New | 2,277 | 249 | 0.03% | — | 265 | +2,277 | New | Q4 2025 | Jan 21, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 2,270 | 248 | 0.0% | 0.0% | 266 | +1,061 | 87.76% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Wealth Management, LLC | History | New | 2,255 | 247 | 0.01% | — | 267 | +2,255 | New | Q4 2025 | Feb 05, 2026 |
| ELCO Management Co., LLC | History | No change | 2,260 | 247 | 0.16% | 0.12% | 268 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Intrepid Financial Planning Group LLC | History | New | 2,236 | 245 | 0.09% | — | 269 | +2,236 | New | Q4 2025 | Feb 13, 2026 |
| NWAM LLC | History | Added to | 2,085 | 245 | 0.01% | 0.01% | 270 | +168 | 8.76% | Q4 2025 | Feb 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 2,220 | 243 | 0.0% | 0.0% | 271 | +300 | 15.63% | Q4 2025 | Feb 17, 2026 |
| Visionary Wealth Advisors | History | Added to | 2,217 | 243 | 0.01% | 0.01% | 272 | +101 | 4.77% | Q4 2025 | Feb 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 2,198 | 241 | 0.01% | — | 273 | +2,198 | New | Q4 2025 | Feb 09, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 2,186 | 239 | 0.0% | — | 274 | +2,186 | New | Q4 2025 | Feb 17, 2026 |
| Brown Financial Advisors | History | Added to | 2,134 | 234 | 0.09% | 0.08% | 275 | +147 | 7.4% | Q4 2025 | Feb 17, 2026 |
| Root Financial Partners, LLC | History | Added to | 2,124 | 232 | 0.01% | 0.0% | 276 | +1,537 | 261.84% | Q4 2025 | Feb 10, 2026 |
| PDS Planning, Inc | History | New | 2,103 | 230 | 0.02% | — | 277 | +2,103 | New | Q4 2025 | Jan 26, 2026 |
| Jaffetilchin Investment Partners, LLC | History | New | 2,090 | 229 | 0.01% | — | 278 | +2,090 | New | Q4 2025 | Jan 15, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 2,080 | 228 | 0.08% | 0.03% | 279 | +1,329 | 176.96% | Q4 2025 | Jan 28, 2026 |
| Independence Wealth Advisors, LLC | History | New | 2,075 | 227 | 0.13% | — | 280 | +2,075 | New | Q4 2025 | Jan 09, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 2,061 | 226 | 0.02% | — | 282 | +2,061 | New | Q4 2025 | Feb 12, 2026 |
| Quartz Partners, LLC | History | Reduced | 2,062 | 226 | 0.08% | 0.09% | 281 | -245 | -10.62% | Q4 2025 | Feb 13, 2026 |
| Center For Asset Management LLC | History | New | 2,054 | 225 | 0.12% | — | 283 | +2,054 | New | Q4 2025 | Jan 21, 2026 |
| AIMZ Investment Advisors, LLC | History | New | 2,042 | 223 | 0.06% | — | 284 | +2,042 | New | Q4 2025 | Feb 17, 2026 |
| Almanack Investment Partners, LLC. | History | New | 2,030 | 222 | 0.04% | — | 285 | +2,030 | New | Q4 2025 | Jan 29, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 2,000 | 219 | 0.02% | 0.02% | 287 | -2,644 | -56.93% | Q4 2025 | Feb 17, 2026 |
| Canton Hathaway, LLC | History | Added to | 2,000 | 219 | 0.04% | 0.03% | 286 | +500 | 33.33% | Q4 2025 | Jan 21, 2026 |
| Rathbones Group PLC | History | New | 1,995 | 218 | 0.0% | — | 288 | +1,995 | New | Q4 2025 | Feb 06, 2026 |
| EP Wealth Advisors, LLC | History | New | 1,934 | 212 | 0.0% | — | 289 | +1,934 | New | Q4 2025 | Feb 18, 2026 |
| Copia Wealth Management | History | Added to | 1,930 | 211 | 0.15% | 0.03% | 290 | +1,584 | 457.8% | Q4 2025 | Feb 06, 2026 |
| Wealthcare Capital Partners, LLC | History | New | 1,920 | 210 | 0.1% | — | 291 | +1,920 | New | Q4 2025 | Jan 14, 2026 |
| Fortis Capital Advisors, LLC | History | New | 1,894 | 207 | 0.03% | — | 292 | +1,894 | New | Q4 2025 | Jan 27, 2026 |
| Modera Wealth Management, LLC | History | New | 1,848 | 202 | 0.0% | — | 293 | +1,848 | New | Q4 2025 | Jan 21, 2026 |
| PKS Advisory Services, LLC | History | New | 1,841 | 201 | 0.05% | — | 294 | +1,841 | New | Q4 2025 | Feb 02, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 1,801 | 197 | 0.0% | 0.0% | 295 | +525 | 41.14% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | Added to | 1,777 | 194 | 0.0% | 0.0% | 296 | +241 | 15.69% | Q4 2025 | Feb 06, 2026 |
| Triumph Capital Management | History | New | 1,754 | 192 | 0.04% | — | 297 | +1,754 | New | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | Reduced | 1,736 | 190 | 0.0% | 0.0% | 298 | -270 | -13.46% | Q4 2025 | Feb 13, 2026 |
| Spire Wealth Management | History | Added to | 1,711 | 187 | 0.01% | 0.0% | 299 | +668 | 64.05% | Q4 2025 | Jan 14, 2026 |
| Ankerstar Wealth, LLC | History | New | 1,582 | 173 | 0.17% | — | 300 | +1,582 | New | Q4 2025 | Feb 12, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,551 | 170 | 0.0% | 0.0% | 301 | -3 | -0.19% | Q4 2025 | Feb 11, 2026 |
| NBC SECURITIES, INC. | History | Added to | 1,392 | 152 | 0.01% | 0.01% | 302 | +760 | 120.25% | Q4 2025 | Jan 29, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Added to | 1,379 | 151 | 0.1% | 0.05% | 303 | +559 | 68.17% | Q4 2025 | Feb 10, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 1,330 | 145 | 0.0% | 0.0% | 304 | -12 | -0.89% | Q4 2025 | Feb 12, 2026 |
| S.A. Mason LLC | History | No change | 1,303 | 142 | 0.06% | 0.06% | 305 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Arax Advisory Partners | History | Reduced | 1,295 | 141 | 0.0% | 0.0% | 306 | -983 | -43.15% | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 1,202 | 131 | 0.01% | 0.01% | 307 | -175 | -12.71% | Q4 2025 | Feb 20, 2026 |
| BlackRock, Inc. | History | Added to | 1,155 | 126 | 0.0% | 0.0% | 308 | +555 | 92.5% | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 1,108 | 121 | 0.0% | — | 309 | +1,108 | New | Q4 2025 | Feb 05, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 1,091 | 119 | 0.02% | 0.02% | 310 | +26 | 2.44% | Q4 2025 | Feb 09, 2026 |
| Beaird Harris Wealth Management, LLC | History | New | 1,035 | 113 | 0.01% | — | 311 | +1,035 | New | Q4 2025 | Feb 23, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 1,002 | 109 | 0.02% | 0.0% | 312 | +890 | 794.64% | Q4 2025 | Jan 23, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 958 | 105 | 0.02% | 0.02% | 313 | +79 | 8.99% | Q4 2025 | Jan 20, 2026 |
| Larson Financial Group LLC | History | Added to | 938 | 102 | 0.0% | 0.0% | 314 | +4 | 0.43% | Q4 2025 | Feb 06, 2026 |
| Noble Wealth Management PBC | History | Added to | 856 | 93 | 0.05% | 0.02% | 315 | +575 | 204.63% | Q4 2025 | Jan 05, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 824 | 90 | 0.01% | 0.01% | 316 | -120 | -12.71% | Q4 2025 | Jan 08, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 792 | 86 | 0.0% | 0.0% | 318 | -300 | -27.47% | Q4 2025 | Jan 13, 2026 |
| Luminist Capital LLC | History | Reduced | 791 | 86 | 0.11% | 0.09% | 317 | -205 | -20.58% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | New | 784 | 85 | 0.0% | — | 319 | +784 | New | Q4 2025 | Feb 13, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 701 | 77 | 0.1% | 0.1% | 320 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Monetary Solutions, Ltd | History | New | 700 | 76 | 0.07% | — | 321 | +700 | New | Q4 2025 | Feb 23, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 648 | 71 | 0.02% | — | 323 | +647 | 64700.0% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Added to | 650 | 71 | 0.0% | 0.0% | 322 | +50 | 8.33% | Q4 2025 | Jan 30, 2026 |
| POM Investment Strategies, LLC | History | No change | 643 | 70 | 0.04% | 0.04% | 324 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Main Management LLC | History | Reduced | 608 | 67 | 0.0% | 0.01% | 325 | -55 | -8.3% | Q4 2025 | Feb 10, 2026 |
| Graney & King, LLC | History | New | 576 | 63 | 0.04% | — | 326 | +576 | New | Q4 2025 | Feb 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 551 | 60 | 0.05% | 0.06% | 327 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 536 | 58 | 0.04% | 0.04% | 328 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 508 | 55 | 0.0% | 0.0% | 329 | +406 | 398.04% | Q4 2025 | Feb 11, 2026 |
| ORG Partners LLC | History | New | 500 | 54 | 0.01% | — | 331 | +500 | New | Q4 2025 | Jan 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 501 | 54 | 0.0% | 0.0% | 330 | +453 | 943.75% | Q4 2025 | Jan 14, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 489 | 53 | 0.0% | — | 332 | +489 | New | Q4 2025 | Feb 06, 2026 |
| Concord Wealth Partners | History | New | 443 | 48 | 0.01% | — | 333 | +443 | New | Q4 2025 | Jan 29, 2026 |
| AlphaCore Capital LLC | History | New | 420 | 46 | 0.0% | — | 334 | +420 | New | Q4 2025 | Feb 05, 2026 |
| Sankala Group LLC | History | New | 391 | 45 | 0.04% | — | 335 | +391 | New | Q4 2025 | Mar 02, 2026 |
| AE Wealth Management LLC | History | Reduced | 402 | 44 | 0.0% | 0.0% | 336 | -20 | -4.74% | Q4 2025 | Jan 26, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 396 | 43 | 0.0% | 0.0% | 337 | -273 | -40.81% | Q4 2025 | Feb 09, 2026 |
| Sound Income Strategies, LLC | History | New | 356 | 42 | 0.0% | — | 338 | +356 | New | Q4 2025 | Jan 21, 2026 |
| COMERICA BANK | History | Added to | 350 | 38 | 0.0% | 0.0% | 339 | +270 | 337.5% | Q4 2025 | Jan 29, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 320 | 35 | 0.01% | 0.01% | 342 | +109 | 51.66% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 323 | 35 | 0.0% | 0.0% | 340 | -12 | -3.58% | Q4 2025 | Feb 13, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 320 | 35 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Nvest Wealth Strategies, Inc. | History | New | 309 | 33 | 0.02% | — | 343 | +309 | New | Q4 2025 | Jan 28, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 300 | 32 | 0.01% | 0.01% | 344 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Hilltop National Bank | History | No change | 300 | 32 | 0.01% | 0.01% | 345 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 270 | 29 | 0.0% | 0.0% | 346 | +200 | 285.71% | Q4 2025 | Feb 12, 2026 |
| EFG International AG | History | New | 263 | 28 | 0.0% | — | 347 | +263 | New | Q4 2025 | Feb 17, 2026 |
| Atlantic Union Bankshares Corp | History | New | 254 | 27 | 0.0% | — | 348 | +254 | New | Q4 2025 | Feb 04, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 242 | 26 | 0.0% | 0.0% | 350 | +114 | 89.06% | Q4 2025 | Jan 22, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 240 | 26 | 0.01% | 0.01% | 349 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 215 | 25 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 215 | 24 | 0.0% | 0.0% | 352 | -28 | -11.52% | Q4 2025 | Feb 13, 2026 |
| Capital Analysts, LLC | History | New | 181 | 20 | 0.0% | — | 353 | +181 | New | Q4 2025 | Feb 11, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 166 | 18 | 0.01% | — | 354 | +166 | New | Q4 2025 | Feb 05, 2026 |
| Murphy & Mullick Capital Management Corp | History | Added to | 170 | 18 | 0.01% | 0.0% | 355 | +140 | 466.67% | Q4 2025 | Feb 10, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 163 | 17 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Dunhill Financial, LLC | History | No change | 158 | 17 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SageView Advisory Group, LLC | History | New | 153 | 16 | 0.0% | — | 359 | +153 | New | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 146 | 16 | 0.0% | 0.0% | 358 | -125 | -46.13% | Q4 2025 | Feb 09, 2026 |
| CX Institutional | History | New | 133 | 15 | 0.0% | — | 360 | +133 | New | Q4 2025 | Feb 02, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 137 | 15 | 0.0% | 0.0% | 361 | +88 | 179.59% | Q4 2025 | Jan 28, 2026 |
| Washington Trust Advisors, Inc. | History | New | 130 | 14 | 0.0% | — | 362 | +130 | New | Q4 2025 | Feb 03, 2026 |
| Y.D. More Investments Ltd | History | No change | 120 | 13 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Smartleaf Asset Management LLC | History | New | 102 | 11 | 0.0% | — | 365 | +102 | New | Q4 2025 | Feb 13, 2026 |
| WealthShield Partners, LLC | History | Added to | 109 | 11 | 0.0% | 0.0% | 364 | +51 | 87.93% | Q4 2025 | Feb 03, 2026 |
| Colonial Trust Advisors | History | No change | 100 | 10 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Crewe Advisors LLC | History | No change | 94 | 10 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 90 | 9 | 0.0% | — | 368 | +90 | New | Q4 2025 | Jan 07, 2026 |
| Tidemark, LLC | History | No change | 89 | 9 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Bogart Wealth, LLC | History | No change | 75 | 8 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 75 | 8 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 67 | 7 | 0.0% | 0.01% | 372 | -796 | -92.24% | Q4 2025 | Jan 26, 2026 |
| Parkside Financial Bank & Trust | History | No change | 70 | 7 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Signature Equity Partners, LLC | History | New | 56 | 6 | 0.0% | — | 378 | +56 | New | Q4 2025 | Feb 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 54 | 6 | 0.0% | — | 375 | +54 | New | Q4 2025 | Feb 09, 2026 |
| Scarborough Advisors, LLC | History | Added to | 58 | 6 | 0.0% | 0.0% | 376 | +1 | 1.75% | Q4 2025 | Feb 17, 2026 |
| ST GERMAIN D J CO INC | History | No change | 60 | 6 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 60 | 6 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| Crews Bank & Trust | History | New | 50 | 5 | 0.0% | — | 385 | +50 | New | Q4 2025 | Jan 21, 2026 |
| Greenline Wealth Management LLC | History | New | 48 | 5 | 0.01% | — | 386 | +48 | New | Q4 2025 | Feb 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 53 | 5 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 50 | 5 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| AdvisorNet Financial, Inc | History | No change | 50 | 5 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Asset Dedication, LLC | History | No change | 52 | 5 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Archer Investment Corp | History | No change | 49 | 5 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Sachetta, LLC | History | No change | 51 | 5 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 38 | 4 | 0.0% | 0.0% | 387 | -97 | -71.85% | Q4 2025 | Jan 20, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 44 | 4 | 0.0% | — | 391 | +44 | New | Q4 2025 | Feb 19, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 43 | 4 | 0.0% | — | 389 | +43 | New | Q4 2025 | Jan 22, 2026 |
| Winch Advisory Services, LLC | History | No change | 43 | 4 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 40 | 4 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| HOWE & RUSLING INC | History | New | 30 | 3 | 0.0% | — | 392 | +30 | New | Q4 2025 | Feb 17, 2026 |
| Game Plan Financial Advisors, LLC | History | Reduced | 20 | 2 | 0.0% | 0.03% | 396 | -735 | -97.35% | Q4 2025 | Jan 14, 2026 |
| Advocate Investing Services LLC | History | New | 25 | 2 | 0.0% | — | 400 | +25 | New | Q4 2025 | Feb 12, 2026 |
| Strengthening Families & Communities, LLC | History | New | 23 | 2 | 0.0% | — | 398 | +23 | New | Q4 2025 | Feb 03, 2026 |
| Activest Wealth Management | History | New | 19 | 2 | 0.0% | — | 397 | +19 | New | Q4 2025 | Jan 30, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 25 | 2 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Westside Investment Management, Inc. | History | No change | 20 | 2 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 25 | 2 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 25 | 2 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| OBSIDIAN CIO, LLC | History | Reduced | 13 | 1 | 0.0% | 0.04% | 401 | -3,097 | -99.58% | Q4 2025 | Feb 18, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 14 | 1 | 0.0% | 0.0% | 404 | -636 | -97.85% | Q4 2025 | Jan 22, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 11 | 1 | 0.0% | — | 406 | +11 | New | Q4 2025 | Feb 18, 2026 |
| Strategic Advocates LLC | History | New | 10 | 1 | 0.0% | — | 403 | +10 | New | Q4 2025 | Feb 11, 2026 |
| Coston, McIsaac & Partners | History | Added to | 14 | 1 | 0.0% | — | 402 | +7 | 100.0% | Q4 2025 | Feb 03, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 14 | 1 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -77,762 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -60,290 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Science & Technology Partners, L.P. | History | Closed out | 0 | 0 | — | 1.41% | — | -48,100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -43,414 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Trilogy Capital Inc. | History | Closed out | 0 | 0 | — | 0.2% | — | -41,446 | -100.0% | Q3 2025 | Oct 24, 2025 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Closed out | 0 | 0 | — | 0.19% | — | -31,006 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -30,408 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Ball & Co Wealth Management Inc. | History | Closed out | 0 | 0 | — | 1.52% | — | -21,823 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,938 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Generation Capital Management LLC | History | Closed out | 0 | 0 | — | 0.91% | — | -11,960 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -11,102 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.14% | — | -8,637 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -8,629 | -100.0% | Q3 2025 | Nov 13, 2025 |
| NORTHERN TRUST CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,270 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WMG Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -2,575 | -100.0% | Q3 2025 | Oct 23, 2025 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -2,560 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Avidian Wealth Enterprises, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,091 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Strategic Wealth Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,035 | -100.0% | Q3 2025 | Nov 14, 2025 |
| IEQ CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,018 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Capital Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,012 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Essex Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,992 | -100.0% | Q3 2025 | Nov 07, 2025 |
| BURKE & HERBERT BANK & TRUST CO | History | Closed out | 0 | 0 | — | 0.04% | — | -1,935 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Cardinal Point Capital Management ULC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,809 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Towne Trust Company, N.A | History | Closed out | 0 | 0 | — | 0.05% | — | -1,579 | -100.0% | Q3 2025 | Oct 08, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,525 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -650 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Heartwood Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -563 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Saranac Partners Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -535 | -100.0% | Q3 2025 | Dec 05, 2025 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | 0.08% | — | -400 | -100.0% | Q3 2025 | Oct 07, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -351 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -350 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Oct 27, 2025 |
| HIGHLINE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -175 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -154 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Koesten, Hirschmann & Crabtree, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q3 2025 | Nov 05, 2025 |
| TRUST CO OF VERMONT | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q3 2025 | Oct 14, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q3 2025 | Jan 12, 2026 |
| Aventura Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q3 2025 | Jan 07, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Oct 07, 2025 |
| American Capital Advisory, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Modus Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 11, 2026 |