INVESCO EXCHANGE-TRADED FUND TRUST - RSPT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 86 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 4,127,747 | 187,853 | 0.01% | 0.01% | 1 | -86,210 | -2.05% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,746,577 | 124,996 | 0.02% | 0.02% | 2 | +141,025 | 5.41% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Reduced | 2,125,719 | 96,741 | 0.01% | 0.01% | 3 | -204,335 | -8.77% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 1,959,772 | 89,189 | 0.02% | 0.03% | 4 | -41,313 | -2.06% | Q4 2025 | Feb 11, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 1,656,784 | 75,400 | 3.14% | 2.66% | 5 | +264,285 | 18.98% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 1,489,850 | 67,803 | 0.01% | 0.01% | 6 | -91,705 | -5.8% | Q4 2025 | Jan 29, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,326,999 | 60,391 | 0.01% | — | 7 | +1,326,999 | New | Q4 2025 | Feb 17, 2026 |
| Davis Investment Partners, LLC | History | Reduced | 1,296,008 | 59,298 | 20.74% | 20.86% | 8 | -62,988 | -4.63% | Q4 2025 | Jan 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,277,600 | 58,143 | 0.02% | 0.02% | 9 | -62,047 | -4.63% | Q4 2025 | Feb 18, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,175,951 | 53,517 | 0.0% | 0.0% | 10 | -266,012 | -18.45% | Q4 2025 | Feb 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 806,200 | 36,690 | 0.05% | — | 11 | +806,200 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 770,592 | 35,076 | 0.05% | 0.05% | 12 | -23,571 | -2.97% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 726,480 | 33,062 | 0.06% | 0.07% | 13 | -50,517 | -6.5% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 685,140 | 31,180 | 0.01% | 0.01% | 14 | -68,271 | -9.06% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 611,658 | 27,836 | 0.0% | 0.0% | 15 | -2,616 | -0.43% | Q4 2025 | Mar 25, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 584,152 | 26,584 | 0.61% | 0.6% | 16 | +25,862 | 4.63% | Q4 2025 | Feb 10, 2026 |
| Bouchey Financial Group Ltd | History | Reduced | 477,638 | 21,737 | 1.63% | 1.74% | 17 | -29,338 | -5.79% | Q4 2025 | Jan 16, 2026 |
| StoneX Group Inc. | History | Reduced | 454,321 | 20,676 | 0.9% | 0.89% | 18 | -1,570 | -0.34% | Q4 2025 | Feb 12, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 438,733 | 19,966 | 0.35% | 0.43% | 19 | -266,640 | -37.8% | Q4 2025 | Feb 17, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 428,380 | 19,495 | 0.29% | 0.32% | 20 | -42,588 | -9.04% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 402,106 | 18,299 | 0.02% | 0.02% | 21 | -7,824 | -1.91% | Q4 2025 | Feb 06, 2026 |
| Prasad Wealth Partners, LLC | History | Reduced | 325,724 | 14,823 | 3.95% | 4.07% | 22 | -2,164 | -0.66% | Q4 2025 | Jan 27, 2026 |
| Compass Wealth Management, LLC/GA | History | Added to | 317,305 | 14,440 | 5.95% | 5.68% | 23 | +29,789 | 10.36% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 294,594 | 13,407 | 0.02% | 0.02% | 24 | -104,585 | -26.2% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 291,291 | 13,256 | 0.0% | 0.0% | 25 | -13,473 | -4.42% | Q4 2025 | Feb 10, 2026 |
| Mariner, LLC | History | Added to | 276,565 | 12,586 | 0.01% | 0.01% | 26 | +28,644 | 11.55% | Q4 2025 | Feb 13, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 229,913 | 10,463 | 0.85% | 0.87% | 27 | -8,267 | -3.47% | Q4 2025 | Feb 06, 2026 |
| Cetera Investment Advisers | History | Added to | 221,076 | 10,061 | 0.01% | 0.0% | 28 | +135,066 | 157.04% | Q4 2025 | Feb 17, 2026 |
| FRG Family Wealth Advisors LLC | History | Reduced | 216,975 | 9,874 | 1.53% | 1.57% | 29 | -1,400 | -0.64% | Q4 2025 | Jan 21, 2026 |
| Chicago Wealth Management, Inc. | History | New | 216,430 | 9,848 | 3.96% | — | 30 | +216,430 | New | Q4 2025 | Feb 17, 2026 |
| Aventus Investment Advisors, Inc. | History | Added to | 208,327 | 9,480 | 7.68% | 7.76% | 31 | +4,181 | 2.05% | Q4 2025 | Jan 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 201,186 | 9,155 | 0.1% | 0.13% | 32 | +3,908 | 1.98% | Q4 2025 | Jan 23, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 196,270 | 8,932 | 0.52% | 0.2% | 33 | +119,633 | 156.1% | Q4 2025 | Feb 03, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Reduced | 195,072 | 8,877 | 2.81% | 2.89% | 34 | -2,279 | -1.15% | Q4 2025 | Feb 12, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 189,132 | 8,607 | 0.96% | — | 35 | +189,132 | New | Q4 2025 | Feb 13, 2026 |
| NEVILLE RODIE & SHAW INC | History | Added to | 188,950 | 8,599 | 0.61% | 0.57% | 36 | +11,025 | 6.2% | Q4 2025 | Jan 06, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 188,373 | 8,572 | 0.22% | 0.23% | 37 | -1,734 | -0.91% | Q4 2025 | Jan 23, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 188,166 | 8,563 | 0.01% | 0.01% | 38 | +17,807 | 10.45% | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 183,425 | 8,347 | 0.03% | 0.05% | 39 | -85,710 | -31.85% | Q4 2025 | Feb 12, 2026 |
| Rockport Wealth LLC | History | Reduced | 181,134 | 8,243 | 1.6% | 1.66% | 40 | -1,396 | -0.76% | Q4 2025 | Feb 06, 2026 |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 180,329 | 8,206 | 7.54% | 7.07% | 41 | +24,599 | 15.8% | Q4 2025 | Jan 21, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 177,962 | 8,099 | 0.02% | 0.02% | 42 | -2,230 | -1.24% | Q4 2025 | Feb 11, 2026 |
| Yoder Wealth Management, Inc. | History | Reduced | 153,487 | 6,985 | 3.18% | 3.32% | 43 | -3,954 | -2.51% | Q4 2025 | Jan 22, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 153,267 | 6,975 | 0.01% | 0.0% | 44 | +109,979 | 254.06% | Q4 2025 | Feb 18, 2026 |
| Cascade Wealth Advisors, Inc | History | Reduced | 139,005 | 6,776 | 3.12% | 3.16% | 45 | -200 | -0.14% | Q4 2025 | Feb 04, 2026 |
| HB Wealth Management, LLC | History | Reduced | 148,310 | 6,749 | 0.04% | 0.05% | 46 | -5,222 | -3.4% | Q4 2025 | Jan 28, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 147,777 | 6,725 | 2.43% | 2.6% | 47 | -7,015 | -4.53% | Q4 2025 | Jan 28, 2026 |
| Allworth Financial LP | History | New | 145,908 | 6,640 | 0.03% | — | 48 | +145,908 | New | Q4 2025 | Feb 05, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Added to | 139,568 | 6,351 | 3.73% | 3.31% | 49 | +9,594 | 7.38% | Q4 2025 | Feb 17, 2026 |
| Lido Advisors, LLC | History | Added to | 140,100 | 6,249 | 0.02% | 0.02% | 50 | +4,130 | 3.04% | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 135,702 | 6,175 | 0.03% | 0.03% | 51 | +3,896 | 2.96% | Q4 2025 | Feb 13, 2026 |
| Destination Wealth Management | History | Reduced | 133,835 | 6,090 | 0.16% | 0.17% | 52 | -4,711 | -3.4% | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 133,799 | 6,089 | 0.09% | 0.08% | 53 | +9,004 | 7.22% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 129,748 | 5,905 | 0.05% | 0.04% | 54 | +9,377 | 7.79% | Q4 2025 | Jan 05, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 125,946 | 5,731 | 1.08% | 1.14% | 55 | -6,637 | -5.01% | Q4 2025 | Jan 30, 2026 |
| Legacy Private Trust Co. | History | Added to | 123,904 | 5,638 | 0.33% | 0.33% | 56 | +442 | 0.36% | Q4 2025 | Jan 08, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 123,221 | 5,607 | 0.63% | 0.65% | 57 | -2,345 | -1.87% | Q4 2025 | Jan 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 120,571 | 5,487 | 0.36% | 0.35% | 58 | +7,146 | 6.3% | Q4 2025 | Jan 23, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 118,692 | 5,401 | 0.01% | 0.01% | 59 | -3,049 | -2.5% | Q4 2025 | Feb 02, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 118,349 | 5,386 | 1.78% | 1.7% | 60 | +8,805 | 8.04% | Q4 2025 | Feb 17, 2026 |
| Climber Capital SA | History | New | 123,730 | 5,278 | 3.44% | — | 61 | +123,730 | New | Q4 2025 | Feb 03, 2026 |
| Quantinno Capital Management LP | History | Reduced | 114,357 | 5,204 | 0.01% | 0.02% | 62 | -9,645 | -7.78% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 105,492 | 4,801 | 0.01% | 0.01% | 63 | -9,266 | -8.07% | Q4 2025 | Feb 05, 2026 |
| Corient Private Wealth LLC | History | Added to | 104,105 | 4,747 | 0.01% | 0.01% | 64 | +4,599 | 4.62% | Q4 2025 | Mar 09, 2026 |
| Detalus Advisors, LLC | History | Reduced | 98,832 | 4,497 | 1.1% | 1.28% | 65 | -11,942 | -10.78% | Q4 2025 | Feb 03, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 87,053 | 3,961 | 0.01% | 0.01% | 66 | +1,508 | 1.76% | Q4 2025 | Mar 16, 2026 |
| Private Advisor Group, LLC | History | Reduced | 84,499 | 3,845 | 0.02% | 0.02% | 67 | -2,743 | -3.14% | Q4 2025 | Feb 17, 2026 |
| PW Nova Financial Services LLC | History | New | 82,995 | 3,798 | 1.44% | — | 68 | +82,995 | New | Q4 2025 | Apr 09, 2026 |
| Walker Asset Management, LLC | History | Reduced | 82,956 | 3,775 | 2.03% | 2.11% | 69 | -1,556 | -1.84% | Q4 2025 | Jan 16, 2026 |
| Creative Planning | History | Reduced | 82,513 | 3,755 | 0.0% | 0.0% | 70 | -10,386 | -11.18% | Q4 2025 | Feb 17, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 79,298 | 3,608 | 0.04% | 0.05% | 71 | -1,515 | -1.87% | Q4 2025 | Feb 05, 2026 |
| Hartford Financial Management Inc. | History | Reduced | 78,247 | 3,561 | 0.93% | 0.92% | 72 | -3 | -0.0% | Q4 2025 | Jan 21, 2026 |
| Apriem Advisors | History | Added to | 71,553 | 3,256 | 0.3% | 0.3% | 73 | +2 | 0.0% | Q4 2025 | Feb 13, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | No change | 71,444 | 3,251 | 1.58% | 1.54% | 74 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BFSG, LLC | History | Added to | 69,726 | 3,173 | 0.31% | 0.29% | 75 | +2,926 | 4.38% | Q4 2025 | Jan 22, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 69,635 | 3,169 | 0.2% | 0.23% | 76 | -7,213 | -9.39% | Q4 2025 | Feb 03, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 68,610 | 3,122 | 0.88% | 0.91% | 77 | -4,630 | -6.32% | Q4 2025 | Feb 06, 2026 |
| Allen Capital Group, LLC | History | Reduced | 64,211 | 2,922 | 0.27% | 0.28% | 78 | -2,104 | -3.17% | Q4 2025 | Feb 09, 2026 |
| Bawa N Mallick Trust | History | No change | 64,080 | 2,916 | 1.08% | 1.08% | 79 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 63,686 | 2,898 | 0.01% | 0.01% | 80 | -628 | -0.98% | Q4 2025 | Feb 18, 2026 |
| Biltmore Family Office, LLC | History | Reduced | 63,380 | 2,884 | 0.4% | 0.41% | 81 | -930 | -1.45% | Q4 2025 | Feb 04, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 61,945 | 2,819 | 0.34% | 0.33% | 82 | +79 | 0.13% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Added to | 61,852 | 2,814 | 0.0% | 0.0% | 83 | +20,974 | 51.31% | Q4 2025 | Feb 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 60,891 | 2,771 | 0.03% | 0.06% | 84 | -45,977 | -43.02% | Q4 2025 | Feb 11, 2026 |
| Portus Wealth Advisors, LLC | History | Added to | 60,689 | 2,761 | 2.61% | 2.66% | 85 | +896 | 1.5% | Q4 2025 | Jan 27, 2026 |
| Patten Group, Inc. | History | Added to | 60,308 | 2,744 | 0.51% | 0.44% | 86 | +10,115 | 20.15% | Q4 2025 | Jan 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 59,613 | 2,712 | 0.0% | 0.0% | 87 | +12,491 | 26.51% | Q4 2025 | Feb 17, 2026 |
| VALICENTI ADVISORY SERVICES INC | History | Added to | 56,125 | 2,554 | 0.53% | 0.53% | 88 | +249 | 0.45% | Q4 2025 | Jan 16, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 55,637 | 2,532 | 0.04% | 0.06% | 89 | -29,601 | -34.73% | Q4 2025 | Feb 12, 2026 |
| Paller Financial Services Inc | History | New | 55,202 | 2,512 | 2.01% | — | 90 | +55,202 | New | Q4 2025 | Jan 15, 2026 |
| FMR LLC | History | Added to | 54,744 | 2,491 | 0.0% | 0.0% | 91 | +3,956 | 7.79% | Q4 2025 | Feb 17, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 54,700 | 2,489 | 0.83% | 0.83% | 92 | -459 | -0.83% | Q4 2025 | Jan 23, 2026 |
| Carnegie Investment Counsel | History | Added to | 53,355 | 2,428 | 0.04% | 0.04% | 93 | +4,595 | 9.42% | Q4 2025 | Jan 23, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 48,945 | 2,227 | 0.26% | 0.26% | 94 | -1,620 | -3.2% | Q4 2025 | Jan 22, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 46,879 | 2,133 | 0.3% | 0.32% | 95 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Secure Asset Management, LLC | History | Reduced | 44,824 | 2,039 | 0.32% | 0.4% | 96 | -9,136 | -16.93% | Q4 2025 | Jan 20, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 44,229 | 2,038 | 0.06% | — | 97 | +44,229 | New | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 43,449 | 1,977 | 0.0% | — | 98 | +43,449 | New | Q4 2025 | Feb 05, 2026 |
| Activest Wealth Management | History | Added to | 43,340 | 1,972 | 0.37% | 0.34% | 99 | +5,455 | 14.4% | Q4 2025 | Jan 30, 2026 |
| McGuire Investment Group, LLC | History | No change | 43,032 | 1,958 | 0.21% | 0.22% | 100 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 40,395 | 1,926 | 0.0% | 0.0% | 101 | -3,580 | -8.14% | Q4 2025 | Jan 08, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 41,820 | 1,903 | 0.07% | 0.08% | 102 | -5,928 | -12.42% | Q4 2025 | Jan 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 40,892 | 1,860 | 0.0% | 0.0% | 103 | +8,271 | 25.35% | Q4 2025 | Feb 10, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 40,721 | 1,853 | 0.04% | 0.01% | 104 | +36,357 | 833.11% | Q4 2025 | Feb 17, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | New | 40,464 | 1,841 | 0.96% | — | 105 | +40,464 | New | Q4 2025 | Feb 12, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 40,428 | 1,839 | 0.13% | 0.14% | 106 | -3,285 | -7.51% | Q4 2025 | Feb 11, 2026 |
| Friedenthal Financial | History | Reduced | 40,021 | 1,821 | 0.94% | 0.98% | 107 | -2,739 | -6.41% | Q4 2025 | Jan 27, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 39,986 | 1,819 | 0.06% | 0.05% | 108 | +451 | 1.14% | Q4 2025 | Jan 09, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 39,084 | 1,778 | 0.02% | 0.06% | 109 | -37,396 | -48.9% | Q4 2025 | Jan 29, 2026 |
| Abbot Financial Management, Inc. | History | Added to | 38,891 | 1,769 | 0.73% | 0.72% | 110 | +957 | 2.52% | Q4 2025 | Feb 13, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 38,563 | 1,755 | 0.26% | — | 111 | +38,563 | New | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 37,633 | 1,712 | 0.01% | 0.01% | 112 | -961 | -2.49% | Q4 2025 | Feb 11, 2026 |
| American Financial Advisors, LLC | History | Reduced | 36,648 | 1,667 | 0.22% | 0.21% | 113 | -266 | -0.72% | Q4 2025 | Feb 03, 2026 |
| Prostatis Group LLC | History | Reduced | 36,512 | 1,661 | 0.4% | 0.42% | 114 | -985 | -2.63% | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 34,943 | 1,590 | 0.01% | 0.01% | 115 | -85 | -0.24% | Q4 2025 | Feb 03, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 34,881 | 1,587 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 34,846 | 1,585 | 0.01% | 0.01% | 117 | -15,485 | -30.77% | Q4 2025 | Jan 29, 2026 |
| One Charles Private Wealth Services, LLC | History | No change | 33,657 | 1,531 | 0.4% | 0.39% | 118 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 33,448 | 1,522 | 0.0% | 0.0% | 119 | -1,735 | -4.93% | Q4 2025 | Feb 13, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 31,338 | 1,472 | 0.15% | 0.16% | 120 | -1,055 | -3.26% | Q4 2025 | Jan 12, 2026 |
| Crane Advisory, LLC | History | No change | 31,040 | 1,467 | 0.22% | 0.22% | 121 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Monument Capital Management | History | Reduced | 32,009 | 1,456 | 0.36% | 0.37% | 122 | -961 | -2.91% | Q4 2025 | Jan 26, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 31,945 | 1,453 | 0.31% | 0.47% | 123 | +858 | 2.76% | Q4 2025 | Feb 12, 2026 |
| Halter Ferguson Financial Inc. | History | Reduced | 31,533 | 1,435 | 0.32% | 0.35% | 124 | -2,647 | -7.74% | Q4 2025 | Feb 05, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 31,527 | 1,434 | 0.04% | 0.03% | 125 | +1,274 | 4.21% | Q4 2025 | Jan 28, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 31,318 | 1,425 | 0.82% | 0.82% | 126 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| &PARTNERS | History | Reduced | 31,213 | 1,420 | 0.01% | 0.01% | 127 | -2,237 | -6.69% | Q4 2025 | Feb 17, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 30,321 | 1,379 | 0.15% | 0.16% | 128 | -682 | -2.2% | Q4 2025 | Feb 18, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 30,116 | 1,370 | 0.02% | 0.02% | 129 | -10,424 | -25.71% | Q4 2025 | Feb 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 29,559 | 1,345 | 0.0% | 0.0% | 130 | -634 | -2.1% | Q4 2025 | Feb 10, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 28,647 | 1,303 | 0.06% | 0.08% | 131 | -3,856 | -11.86% | Q4 2025 | Jan 12, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 27,925 | 1,270 | 0.06% | 0.06% | 132 | -828 | -2.88% | Q4 2025 | Feb 04, 2026 |
| Hills Bank & Trust Co | History | New | 27,474 | 1,250 | 0.07% | — | 133 | +27,474 | New | Q4 2025 | Feb 05, 2026 |
| COMERICA BANK | History | Reduced | 26,855 | 1,222 | 0.0% | 0.01% | 134 | -6,535 | -19.57% | Q4 2025 | Jan 29, 2026 |
| Creegan & Nassoura Financial Group, LLC | History | New | 26,540 | 1,207 | 0.78% | — | 135 | +26,540 | New | Q4 2025 | Feb 17, 2026 |
| Astoria Portfolio Advisors LLC. | History | Reduced | 25,678 | 1,183 | 0.27% | 0.36% | 136 | -3,982 | -13.43% | Q4 2025 | Feb 24, 2026 |
| Advisory Alpha, LLC | History | Reduced | 25,932 | 1,180 | 0.03% | 0.03% | 137 | -597 | -2.25% | Q4 2025 | Feb 06, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 25,320 | 1,152 | 0.13% | 0.14% | 138 | -53 | -0.21% | Q4 2025 | Feb 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 24,881 | 1,132 | 0.0% | 0.0% | 139 | +10,611 | 74.36% | Q4 2025 | Feb 17, 2026 |
| Ethos Capital Management, Inc. | History | New | 24,573 | 1,118 | 1.05% | — | 140 | +24,573 | New | Q4 2025 | Jan 21, 2026 |
| Elmwood Wealth Management, Inc. | History | New | 23,391 | 1,064 | 0.34% | — | 141 | +23,391 | New | Q4 2025 | Jan 08, 2026 |
| MAI Capital Management | History | Added to | 23,362 | 1,063 | 0.01% | 0.01% | 142 | +239 | 1.03% | Q4 2025 | Feb 13, 2026 |
| BigSur Wealth Management LLC | History | No change | 22,500 | 1,023 | 0.25% | 0.25% | 143 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Equitable Holdings, Inc. | History | Added to | 22,382 | 1,018 | 0.01% | 0.01% | 144 | +1,117 | 5.25% | Q4 2025 | Feb 17, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 22,019 | 1,002 | 0.01% | — | 145 | +22,019 | New | Q4 2025 | Feb 17, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 21,540 | 980 | 0.47% | 0.46% | 146 | -40 | -0.19% | Q4 2025 | Feb 05, 2026 |
| FCA CORP /TX | History | Reduced | 21,266 | 967 | 0.27% | 0.31% | 147 | -4,107 | -16.19% | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | Added to | 21,104 | 960 | 0.02% | 0.02% | 148 | +6,854 | 48.1% | Q4 2025 | Feb 06, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 20,139 | 916 | 0.0% | 0.0% | 149 | -1,040 | -4.91% | Q4 2025 | Feb 17, 2026 |
| Three Magnolias Financial Advisors, LLC | History | No change | 20,050 | 912 | 0.57% | 0.56% | 150 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 19,912 | 906 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 19,384 | 882 | 0.01% | 0.01% | 152 | +1,476 | 8.24% | Q4 2025 | Feb 18, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 19,350 | 880 | 0.0% | 0.01% | 153 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Hilltop Partners LLC | History | Reduced | 19,188 | 873 | 0.22% | 0.26% | 154 | -258 | -1.33% | Q4 2025 | Feb 10, 2026 |
| Retirement Planning Group, LLC | History | No change | 18,941 | 862 | 0.03% | 0.03% | 155 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 18,750 | 853 | 0.66% | — | 157 | +18,750 | New | Q4 2025 | Mar 05, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 18,757 | 853 | 0.0% | 0.0% | 156 | -2,447 | -11.54% | Q4 2025 | Feb 12, 2026 |
| Royal Fund Management, LLC | History | New | 18,625 | 847 | 0.08% | — | 158 | +18,625 | New | Q4 2025 | Jan 15, 2026 |
| Optas, LLC | History | Reduced | 18,577 | 845 | 0.13% | 0.15% | 159 | -687 | -3.57% | Q4 2025 | Jan 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 18,354 | 835 | 0.0% | 0.0% | 160 | -1,118 | -5.74% | Q4 2025 | Feb 12, 2026 |
| REICON WEALTH ADVISORS, LLC | History | New | 17,771 | 808 | 0.58% | — | 161 | +17,771 | New | Q4 2025 | Jan 30, 2026 |
| NewEdge Wealth, LLC | History | Added to | 17,435 | 793 | 0.01% | 0.0% | 162 | +12,895 | 284.03% | Q4 2025 | Feb 03, 2026 |
| Kapstone Financial Advisors LLC | History | No change | 17,280 | 786 | 0.39% | 0.36% | 163 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Kovack Advisors, Inc. | History | Added to | 17,222 | 783 | 0.04% | 0.07% | 164 | +225 | 1.32% | Q4 2025 | Feb 17, 2026 |
| Summit Place Financial Advisors, LLC | History | Reduced | 16,825 | 765 | 0.37% | 0.36% | 165 | -110 | -0.65% | Q4 2025 | Feb 02, 2026 |
| BXM Wealth LLC | History | No change | 16,441 | 748 | 0.58% | 0.69% | 166 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Kaizen Financial Strategies | History | No change | 16,400 | 746 | 0.33% | 0.34% | 167 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Berger Financial Group, Inc | History | Added to | 16,357 | 744 | 0.04% | 0.04% | 168 | +2 | 0.01% | Q4 2025 | Jan 27, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 16,251 | 739 | 0.03% | 0.04% | 169 | -1,222 | -6.99% | Q4 2025 | Feb 13, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 16,000 | 728 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Wealth Management Associates, Inc. | History | Reduced | 15,828 | 720 | 0.25% | 0.28% | 171 | -1,788 | -10.15% | Q4 2025 | Jan 20, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 15,530 | 706 | 0.21% | 0.22% | 172 | +13 | 0.08% | Q4 2025 | Feb 10, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 15,260 | 694 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 15,065 | 685 | 0.01% | 0.01% | 174 | +13 | 0.09% | Q4 2025 | Feb 19, 2026 |
| CHOREO, LLC | History | Reduced | 14,688 | 677 | 0.01% | 0.01% | 175 | -1,110 | -7.03% | Q4 2025 | Jan 23, 2026 |
| SFE Investment Counsel | History | Added to | 14,667 | 667 | 0.1% | 0.1% | 176 | +198 | 1.37% | Q4 2025 | Feb 05, 2026 |
| Advisors Preferred, LLC | History | Added to | 14,100 | 645 | 0.11% | 0.01% | 177 | +11,999 | 571.11% | Q4 2025 | Feb 02, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 14,043 | 639 | 0.01% | 0.01% | 179 | -433 | -2.99% | Q4 2025 | Jan 22, 2026 |
| FineMark National Bank & Trust | History | No change | 14,060 | 639 | 0.02% | 0.02% | 178 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Fortis Advisors, LLC | History | Reduced | 14,021 | 638 | 0.35% | 0.41% | 180 | -2,163 | -13.37% | Q4 2025 | Feb 10, 2026 |
| Kathmere Capital Management, LLC | History | No change | 14,000 | 637 | 0.04% | 0.04% | 181 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 13,661 | 629 | 0.04% | 0.05% | 182 | +2 | 0.01% | Q4 2025 | Jan 15, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 13,631 | 620 | 0.05% | 0.07% | 183 | -3,316 | -19.57% | Q4 2025 | Jan 26, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 13,590 | 618 | 0.05% | 0.05% | 184 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| EP Wealth Advisors, LLC | History | New | 13,574 | 617 | 0.0% | — | 185 | +13,574 | New | Q4 2025 | Feb 18, 2026 |
| Calamos Wealth Management LLC | History | No change | 13,270 | 603 | 0.02% | 0.02% | 186 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Kaydan Wealth Management, Inc. | History | Reduced | 13,228 | 602 | 0.17% | 0.18% | 187 | -843 | -5.99% | Q4 2025 | Jan 12, 2026 |
| CWM, LLC | History | Added to | 12,965 | 590 | 0.0% | 0.0% | 188 | +2,000 | 18.24% | Q4 2025 | Jan 26, 2026 |
| Global Assets Advisory, LLC | History | New | 12,918 | 587 | 0.17% | — | 189 | +12,918 | New | Q4 2025 | Feb 09, 2026 |
| Atria Investments, Inc | History | Reduced | 12,604 | 573 | 0.01% | 0.01% | 191 | -1,216 | -8.8% | Q4 2025 | Feb 05, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 12,597 | 573 | 0.01% | 0.01% | 190 | -92 | -0.73% | Q4 2025 | Feb 02, 2026 |
| CITIGROUP INC | History | Reduced | 12,505 | 569 | 0.0% | 0.0% | 192 | -3,052 | -19.62% | Q4 2025 | Feb 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 12,483 | 568 | 0.03% | 0.03% | 193 | +1 | 0.01% | Q4 2025 | Feb 10, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Reduced | 12,370 | 562 | 0.19% | 0.19% | 194 | -234 | -1.86% | Q4 2025 | Jan 22, 2026 |
| Y.D. More Investments Ltd | History | No change | 12,040 | 552 | 0.03% | 0.03% | 195 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| GREENLEAF TRUST | History | No change | 11,840 | 538 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Bogart Wealth, LLC | History | Added to | 11,748 | 534 | 0.02% | 0.02% | 197 | +10 | 0.09% | Q4 2025 | Jan 30, 2026 |
| PFG Advisors | History | Reduced | 11,586 | 527 | 0.03% | 0.02% | 198 | -474 | -3.93% | Q4 2025 | Jan 27, 2026 |
| Focus Partners Wealth | History | Added to | 11,550 | 525 | 0.0% | 0.0% | 199 | +3,664 | 46.46% | Q4 2025 | Feb 13, 2026 |
| Aviance Capital Partners, LLC | History | No change | 11,550 | 525 | 0.06% | 0.06% | 200 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MITCHELL SINKLER & STARR/PA | History | No change | 11,400 | 518 | 0.23% | 0.23% | 201 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Briggs Wealth Management, Inc | History | New | 11,372 | 517 | 0.56% | — | 202 | +11,372 | New | Q4 2025 | Feb 19, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 11,258 | 512 | 0.01% | 0.0% | 203 | +6,506 | 136.91% | Q4 2025 | Jan 20, 2026 |
| World Investment Advisors | History | Added to | 11,119 | 506 | 0.01% | 0.01% | 204 | +4,407 | 65.66% | Q4 2025 | Mar 12, 2026 |
| Prosperity Consulting Group, LLC | History | New | 11,090 | 504 | 0.02% | — | 205 | +11,090 | New | Q4 2025 | Feb 17, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 10,997 | 500 | 0.0% | 0.0% | 206 | -204 | -1.82% | Q4 2025 | Feb 12, 2026 |
| Richard Bernstein Advisors LLC | History | No change | 10,890 | 495 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Zhang Financial LLC | History | No change | 10,890 | 495 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 10,800 | 491 | 0.0% | 0.0% | 209 | +4,800 | 80.0% | Q4 2025 | Feb 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 10,670 | 485 | 0.01% | 0.01% | 210 | -252 | -2.31% | Q4 2025 | Jan 21, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 10,399 | 473 | 0.05% | 0.06% | 211 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Hilltop Holdings Inc. | History | Added to | 10,274 | 467 | 0.03% | 0.02% | 212 | +164 | 1.62% | Q4 2025 | Feb 17, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 10,258 | 466 | 0.02% | 0.02% | 213 | +7 | 0.07% | Q4 2025 | Feb 17, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 10,136 | 461 | 0.03% | 0.03% | 214 | +4 | 0.04% | Q4 2025 | Feb 20, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 10,034 | 456 | 0.18% | 0.23% | 215 | -3,203 | -24.2% | Q4 2025 | Feb 13, 2026 |
| Oakworth Capital, Inc. | History | No change | 10,000 | 455 | 0.02% | 0.03% | 216 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 9,803 | 446 | 0.0% | — | 217 | +9,803 | New | Q4 2025 | Feb 17, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 9,762 | 444 | 0.06% | — | 218 | +9,762 | New | Q4 2025 | Jan 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 9,751 | 443 | 0.0% | 0.0% | 219 | -14,370 | -59.57% | Q4 2025 | Feb 12, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 9,697 | 441 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Addison Advisors LLC | History | Reduced | 9,662 | 439 | 0.1% | 0.1% | 221 | -58 | -0.6% | Q4 2025 | Feb 06, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 9,456 | 430 | 0.0% | 0.0% | 222 | -125 | -1.3% | Q4 2025 | Jan 29, 2026 |
| Sage Capital Management, LLC | History | No change | 9,286 | 422 | 0.19% | 0.19% | 223 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| IPG Investment Advisors LLC | History | New | 9,250 | 420 | 0.07% | — | 224 | +9,250 | New | Q4 2025 | Feb 09, 2026 |
| PKS Advisory Services, LLC | History | Added to | 9,224 | 419 | 0.1% | 0.08% | 225 | +193 | 2.14% | Q4 2025 | Feb 02, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 9,183 | 417 | 0.0% | 0.0% | 226 | -200 | -2.13% | Q4 2025 | Feb 06, 2026 |
| FULTON BANK, N.A. | History | New | 9,000 | 409 | 0.01% | — | 227 | +9,000 | New | Q4 2025 | Jan 08, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 8,933 | 406 | 0.0% | 0.0% | 228 | -907 | -9.22% | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 8,787 | 399 | 0.0% | 0.0% | 229 | +3,407 | 63.33% | Q4 2025 | Feb 13, 2026 |
| Dakota Wealth Management | History | Added to | 8,687 | 395 | 0.01% | 0.0% | 230 | +3,250 | 59.78% | Q4 2025 | Jan 13, 2026 |
| Advisor OS, LLC | History | Reduced | 8,622 | 392 | 0.03% | 0.03% | 231 | -66 | -0.76% | Q4 2025 | Feb 04, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 8,533 | 388 | 0.01% | 0.02% | 233 | -5,255 | -38.11% | Q4 2025 | Feb 13, 2026 |
| BROWN ADVISORY INC | History | No change | 8,527 | 388 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 8,480 | 385 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BlackRock, Inc. | History | Added to | 8,313 | 378 | 0.0% | 0.0% | 235 | +439 | 5.58% | Q4 2025 | Feb 12, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 8,281 | 376 | 0.0% | 0.0% | 236 | -29 | -0.35% | Q4 2025 | Feb 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 8,226 | 374 | 0.0% | 0.0% | 237 | +707 | 9.4% | Q4 2025 | Feb 17, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Added to | 8,205 | 373 | 0.09% | 0.08% | 238 | +12 | 0.15% | Q4 2025 | Feb 13, 2026 |
| NorthRock Partners, LLC | History | Reduced | 8,180 | 372 | 0.01% | 0.01% | 239 | -475 | -5.49% | Q4 2025 | Feb 17, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 8,062 | 366 | 0.01% | 0.01% | 240 | +100 | 1.26% | Q4 2025 | Feb 09, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Added to | 8,024 | 365 | 0.13% | 0.11% | 241 | +857 | 11.96% | Q4 2025 | Jan 21, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 7,638 | 360 | 0.01% | 0.01% | 242 | +2 | 0.03% | Q4 2025 | Jan 28, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 7,895 | 359 | 0.05% | — | 244 | +7,895 | New | Q4 2025 | Feb 04, 2026 |
| Tiller Private Wealth, Inc. | History | Added to | 7,890 | 359 | 0.13% | 0.12% | 243 | +200 | 2.6% | Q4 2025 | Jan 14, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | Reduced | 7,853 | 357 | 0.09% | 0.1% | 245 | -1,269 | -13.91% | Q4 2025 | Feb 09, 2026 |
| Disciplined Investors, L.L.C. | History | No change | 7,850 | 357 | 0.23% | 0.25% | 246 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 7,794 | 354 | 0.13% | 0.29% | 247 | -10,262 | -56.83% | Q4 2025 | Jan 09, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 7,772 | 353 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Crescent Sterling, Ltd. | History | Reduced | 7,717 | 351 | 0.36% | 0.37% | 249 | -101 | -1.29% | Q4 2025 | Jan 07, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 7,640 | 347 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BSW Wealth Partners | History | Added to | 7,615 | 346 | 0.04% | 0.04% | 251 | +4 | 0.05% | Q4 2025 | Jan 23, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 7,580 | 344 | 0.02% | — | 252 | +7,580 | New | Q4 2025 | Feb 04, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | Reduced | 7,547 | 343 | 0.1% | 0.12% | 253 | -925 | -10.92% | Q4 2025 | Jan 30, 2026 |
| Gryphon Financial Partners LLC | History | No change | 7,500 | 341 | 0.04% | 0.04% | 254 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Oak Harvest Investment Services | History | No change | 7,500 | 341 | 0.04% | 0.04% | 255 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 7,290 | 332 | 0.03% | 0.03% | 256 | -2,760 | -27.46% | Q4 2025 | Feb 10, 2026 |
| VestGen Advisors, LLC | History | Reduced | 7,310 | 332 | 0.01% | 0.01% | 257 | -481 | -6.17% | Q4 2025 | Feb 17, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 7,200 | 327 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| High Point Wealth Management, LLC | History | New | 7,169 | 326 | 0.31% | — | 260 | +7,169 | New | Q4 2025 | Jan 29, 2026 |
| Arbor Investment Advisors, LLC | History | Reduced | 7,184 | 326 | 0.04% | 0.04% | 259 | -197 | -2.67% | Q4 2025 | Jan 23, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 6,966 | 321 | 0.01% | 0.01% | 261 | -56 | -0.8% | Q4 2025 | Jan 08, 2026 |
| WBH ADVISORY INC | History | New | 7,000 | 318 | 0.02% | — | 262 | +7,000 | New | Q4 2025 | Jan 26, 2026 |
| Pathstone Holdings, LLC | History | New | 7,000 | 318 | 0.0% | — | 263 | +7,000 | New | Q4 2025 | Feb 13, 2026 |
| Aurora Private Wealth, Inc. | History | New | 6,941 | 316 | 0.21% | — | 264 | +6,941 | New | Q4 2025 | Feb 02, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 6,870 | 312 | 0.03% | 0.03% | 265 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GM Advisory Group, LLC | History | New | 6,750 | 307 | 0.01% | — | 266 | +6,750 | New | Q4 2025 | Feb 13, 2026 |
| SEVEN MILE ADVISORY | History | No change | 6,750 | 307 | 0.05% | 0.05% | 267 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Laurel Wealth Advisors LLC | History | New | 6,535 | 297 | 0.04% | — | 268 | +6,535 | New | Q4 2025 | Jan 30, 2026 |
| ATX Financial Planning, LLC | History | New | 6,513 | 296 | 0.23% | — | 269 | +6,513 | New | Q4 2025 | Feb 19, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 6,355 | 289 | 0.01% | 0.01% | 270 | +324 | 5.37% | Q4 2025 | Feb 17, 2026 |
| Purus Wealth Management, LLC | History | No change | 6,331 | 288 | 0.09% | 0.09% | 271 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | No change | 6,300 | 286 | 0.06% | 0.06% | 272 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| MGO ONE SEVEN LLC | History | No change | 6,294 | 286 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 6,087 | 277 | 0.0% | 0.01% | 274 | -142 | -2.28% | Q4 2025 | Jan 16, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 6,037 | 274 | 0.0% | 0.0% | 275 | -6,680 | -52.53% | Q4 2025 | Feb 06, 2026 |
| Purkiss Capital Advisors LLC | History | No change | 6,000 | 273 | 0.13% | 0.13% | 276 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| IFG Advisors, LLC | History | Reduced | 5,962 | 271 | 0.05% | 0.05% | 277 | -794 | -11.75% | Q4 2025 | Jan 13, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 5,940 | 270 | 0.0% | 0.0% | 278 | +5 | 0.08% | Q4 2025 | Feb 13, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 5,891 | 268 | 0.02% | 0.02% | 279 | +1,331 | 29.19% | Q4 2025 | Feb 09, 2026 |
| NWF Advisory Services Inc. | History | No change | 5,850 | 266 | 0.03% | 0.03% | 280 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| Summit Financial, LLC | History | Added to | 5,831 | 265 | 0.0% | 0.0% | 281 | +281 | 5.06% | Q4 2025 | Feb 13, 2026 |
| Modera Wealth Management, LLC | History | No change | 5,749 | 261 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| IFG Advisory, LLC | History | Reduced | 5,726 | 260 | 0.01% | 0.01% | 283 | -215 | -3.62% | Q4 2025 | Feb 10, 2026 |
| Williamson Legacy Group, LLC | History | Added to | 5,725 | 260 | 0.2% | 0.2% | 284 | +30 | 0.53% | Q4 2025 | Feb 09, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 5,693 | 259 | 0.16% | 0.16% | 285 | -435 | -7.1% | Q4 2025 | Feb 06, 2026 |
| Williams & Novak, LLC | History | No change | 5,570 | 253 | 0.19% | 0.19% | 286 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Main Street Group, LTD | History | No change | 5,453 | 248 | 0.09% | 0.07% | 287 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | No change | 5,460 | 248 | 0.08% | 0.08% | 288 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NICOLET BANKSHARES INC | History | New | 5,400 | 245 | 0.04% | — | 289 | +5,400 | New | Q4 2025 | Feb 09, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 5,401 | 245 | 0.02% | 0.01% | 290 | +697 | 14.82% | Q4 2025 | Jan 23, 2026 |
| GODSEY & GIBB, INC | History | No change | 5,360 | 243 | 0.02% | 0.02% | 291 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Composition Wealth, LLC | History | No change | 5,256 | 239 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HBW ADVISORY SERVICES LLC | History | New | 5,237 | 238 | 0.03% | — | 295 | +5,237 | New | Q4 2025 | Jan 23, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 5,234 | 238 | 0.01% | — | 296 | +5,234 | New | Q4 2025 | Jan 28, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | No change | 5,240 | 238 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Krilogy Financial LLC | History | No change | 5,000 | 238 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 6,188 | 230 | 0.01% | 0.01% | 297 | +1 | 0.02% | Q4 2025 | Feb 11, 2026 |
| Vivaldi Capital Management LP | History | No change | 5,040 | 229 | 0.03% | 0.03% | 298 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 5,010 | 228 | 0.0% | 0.0% | 300 | +4,762 | 1920.16% | Q4 2025 | Feb 06, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 5,020 | 228 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Clayton Financial Group LLC | History | New | 5,000 | 227 | 0.12% | — | 303 | +5,000 | New | Q4 2025 | Jan 21, 2026 |
| Independent Advisor Alliance | History | No change | 5,000 | 227 | 0.01% | 0.01% | 301 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 5,000 | 227 | 0.04% | 0.04% | 302 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| ASPIRIANT, LLC | History | New | 4,986 | 226 | 0.01% | — | 304 | +4,986 | New | Q4 2025 | Jan 20, 2026 |
| Capital Investment Advisors, LLC | History | New | 4,984 | 226 | 0.0% | — | 305 | +4,984 | New | Q4 2025 | Jan 13, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 4,987 | 226 | 0.05% | 0.05% | 306 | -55 | -1.09% | Q4 2025 | Jan 20, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 4,982 | 226 | 0.05% | 0.05% | 307 | +4 | 0.08% | Q4 2025 | Jan 30, 2026 |
| First National Advisers, LLC | History | No change | 4,970 | 226 | 0.03% | 0.03% | 308 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| DMC Group, LLC | History | New | 4,938 | 224 | 0.15% | — | 310 | +4,938 | New | Q4 2025 | Jan 21, 2026 |
| Smith Salley Wealth Management | History | No change | 801 | 224 | 0.01% | 0.01% | 309 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| OLIO Financial Planning | History | No change | 4,937 | 224 | 0.06% | 0.06% | 311 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | New | 4,880 | 222 | 0.1% | — | 312 | +4,880 | New | Q4 2025 | Feb 17, 2026 |
| Essex Financial Services, Inc. | History | No change | 4,852 | 220 | 0.01% | 0.01% | 313 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HEADINVEST, LLC | History | Reduced | 4,767 | 216 | 0.04% | 0.04% | 314 | -100 | -2.05% | Q4 2025 | Feb 02, 2026 |
| COMMERCE BANK | History | No change | 4,707 | 214 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Polaris Investment Advisors, LLC | History | New | 4,600 | 209 | 0.15% | — | 316 | +4,600 | New | Q4 2025 | Jan 15, 2026 |
| AE Wealth Management LLC | History | Reduced | 4,518 | 205 | 0.0% | 0.0% | 317 | -4,193 | -48.13% | Q4 2025 | Jan 26, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | New | 4,481 | 203 | 0.0% | — | 318 | +4,481 | New | Q4 2025 | Feb 03, 2026 |
| Triangle Securities Wealth Management | History | New | 4,405 | 200 | 0.04% | — | 319 | +4,405 | New | Q4 2025 | Jan 13, 2026 |
| Rede Wealth, LLC | History | New | 4,400 | 200 | 0.07% | — | 320 | +4,400 | New | Q4 2025 | Jan 23, 2026 |
| Manchester Capital Management LLC | History | No change | 4,000 | 182 | 0.02% | 0.02% | 321 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| GLENMEDE TRUST CO NA | History | New | 3,900 | 177 | 0.0% | — | 322 | +3,900 | New | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | New | 3,659 | 166 | 0.0% | — | 323 | +3,659 | New | Q4 2025 | Feb 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 3,438 | 159 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 3,434 | 156 | 0.0% | 0.0% | 325 | -227 | -6.2% | Q4 2025 | Feb 09, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 3,325 | 151 | 0.0% | 0.0% | 326 | -1,093 | -24.74% | Q4 2025 | Feb 11, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 3,030 | 137 | 0.01% | 0.01% | 327 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 2,859 | 130 | 0.01% | — | 328 | +2,859 | New | Q4 2025 | Feb 03, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,676 | 121 | 0.0% | 0.0% | 329 | +301 | 12.67% | Q4 2025 | Jan 20, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 2,652 | 120 | 0.08% | 0.08% | 330 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sankala Group LLC | History | New | 2,442 | 115 | 0.09% | — | 332 | +2,442 | New | Q4 2025 | Mar 02, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 2,533 | 115 | 0.1% | 0.1% | 331 | +3 | 0.12% | Q4 2025 | Jan 26, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 2,250 | 102 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Realta Investment Advisors | History | No change | 2,000 | 91 | 0.03% | 0.03% | 334 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Balentine LLC | History | No change | 1,870 | 85 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,799 | 81 | 0.0% | — | 336 | +1,799 | New | Q4 2025 | Jan 21, 2026 |
| TCTC Holdings, LLC | History | No change | 1,759 | 80 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 1,720 | 78 | 0.01% | 0.01% | 338 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Smartleaf Asset Management LLC | History | New | 1,620 | 74 | 0.0% | — | 339 | +1,620 | New | Q4 2025 | Feb 13, 2026 |
| CX Institutional | History | Reduced | 1,533 | 70 | 0.0% | 0.01% | 341 | -6,944 | -81.92% | Q4 2025 | Feb 02, 2026 |
| Founders Capital Management | History | No change | 1,540 | 70 | 0.04% | 0.04% | 340 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| TFC Financial Management, Inc. | History | Reduced | 1,510 | 68 | 0.01% | 0.03% | 342 | -3,120 | -67.39% | Q4 2025 | Jan 23, 2026 |
| SRH ADVISORS, LLC | History | No change | 1,431 | 65 | 0.02% | 0.02% | 343 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 1,352 | 61 | 0.04% | 0.04% | 344 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1,280 | 58 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Collier Financial | History | Reduced | 1,212 | 55 | 0.04% | 0.05% | 346 | -174 | -12.55% | Q4 2025 | Feb 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,177 | 53 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 1,047 | 47 | 0.0% | — | 348 | +1,047 | New | Q4 2025 | Feb 13, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 1,000 | 45 | 0.01% | 0.01% | 349 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | New | 955 | 43 | 0.0% | — | 350 | +955 | New | Q4 2025 | Jan 23, 2026 |
| Parallel Advisors, LLC | History | No change | 883 | 40 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Front Row Advisors LLC | History | No change | 900 | 40 | 0.01% | 0.01% | 352 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 840 | 38 | 0.0% | 0.0% | 353 | -175 | -17.24% | Q4 2025 | Jan 29, 2026 |
| US BANCORP \DE\ | History | Reduced | 776 | 35 | 0.0% | 0.0% | 354 | -2,579 | -76.87% | Q4 2025 | Jan 30, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 769 | 35 | 0.01% | 0.0% | 355 | +189 | 32.59% | Q4 2025 | Feb 09, 2026 |
| Caldwell Trust Co | History | No change | 690 | 31 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| AdvisorNet Financial, Inc | History | No change | 677 | 30 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Nemes Rush Group LLC | History | No change | 680 | 30 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HM PAYSON & CO | History | No change | 600 | 27 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AlphaCore Capital LLC | History | Reduced | 496 | 22 | 0.0% | 0.0% | 361 | -23 | -4.43% | Q4 2025 | Feb 05, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 482 | 22 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| ASSETMARK, INC | History | Added to | 462 | 21 | 0.0% | 0.0% | 362 | +102 | 28.33% | Q4 2025 | Jan 23, 2026 |
| Sound Income Strategies, LLC | History | No change | 451 | 21 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Capital Analysts, LLC | History | No change | 401 | 18 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | New | 362 | 16 | 0.0% | — | 365 | +362 | New | Q4 2025 | Feb 10, 2026 |
| MCF Advisors LLC | History | New | 340 | 15 | 0.0% | — | 366 | +340 | New | Q4 2025 | Feb 11, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 350 | 15 | 0.01% | 0.01% | 367 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Ancora Advisors LLC | History | No change | 273 | 12 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Roxbury Financial LLC | History | No change | 212 | 9 | 0.01% | 0.01% | 369 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Blue Trust, Inc. | History | New | 168 | 7 | 0.0% | — | 371 | +168 | New | Q4 2025 | Jan 16, 2026 |
| Lodestone Wealth Management LLC | History | New | 161 | 7 | 0.0% | — | 372 | +161 | New | Q4 2025 | Jan 15, 2026 |
| Asset Dedication, LLC | History | No change | 173 | 7 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 144 | 6 | 0.0% | 0.0% | 374 | -225 | -60.98% | Q4 2025 | Feb 13, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 150 | 6 | 0.0% | — | 375 | +130 | 650.0% | Q4 2025 | Feb 17, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 134 | 6 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Elevated Capital Advisors, LLC | History | New | 120 | 5 | 0.0% | — | 376 | +120 | New | Q4 2025 | Jan 27, 2026 |
| MTM Investment Management, LLC | History | No change | 110 | 5 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 96 | 4 | 0.0% | — | 379 | +90 | 1500.0% | Q4 2025 | Feb 17, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 89 | 4 | 0.0% | 0.0% | 380 | -6 | -6.32% | Q4 2025 | Jan 28, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 95 | 4 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 70 | 3 | 0.0% | 0.0% | 382 | -100 | -58.82% | Q4 2025 | Jan 20, 2026 |
| WealthShield Partners, LLC | History | No change | 70 | 3 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| IAG Wealth Partners, LLC | History | No change | 66 | 3 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GAMMA Investing LLC | History | No change | 70 | 3 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | New | 51 | 2 | 0.0% | — | 386 | +51 | New | Q4 2025 | Jan 22, 2026 |
| HOWE & RUSLING INC | History | No change | 60 | 2 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Scarborough Advisors, LLC | History | No change | 51 | 2 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 8.7% | — | -1,374,742 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Horizon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 7.14% | — | -1,090,352 | -100.0% | Q3 2025 | Nov 06, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -152,760 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Atlas Wealth LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -26,636 | -100.0% | Q3 2025 | Nov 12, 2025 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -23,158 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Virtus Family Office LLC | History | Closed out | 0 | 0 | — | 0.59% | — | -14,231 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Live Oak Investment Partners | History | Closed out | 0 | 0 | — | 0.32% | — | -10,976 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Plan A Wealth LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -9,143 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,048 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,972 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -6,926 | -100.0% | Q3 2025 | Nov 13, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -5,750 | -100.0% | Q3 2025 | Jan 12, 2026 |
| FIRST FOUNDATION ADVISORS | History | Closed out | 0 | 0 | — | 0.01% | — | -5,239 | -100.0% | Q3 2025 | Nov 17, 2025 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,043 | -100.0% | Q3 2025 | Nov 14, 2025 |
| COLLECTIVE FAMILY OFFICE LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,000 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Meridian Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,917 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Venturi Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,600 | -100.0% | Q3 2025 | Oct 23, 2025 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,710 | -100.0% | Q3 2025 | Oct 17, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,000 | -100.0% | Q3 2025 | Oct 07, 2025 |
| TUCKER ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,000 | -100.0% | Q3 2025 | Jan 06, 2026 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -1,691 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Glen Eagle Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,300 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -755 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -519 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -392 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Colonial Trust Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -69 | -100.0% | Q3 2025 | Nov 10, 2025 |