FIRST TRUST EXCHANGE-TRADED FUND VIII - UCON
Detailed investor-level table based on 13F positions.
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 | 12,160,045 | 306,068 | 0.08% | 0.08% | 1 | +1,509,510 | 14.17% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 8,336,565 | 209,831 | 0.01% | 0.01% | 2 | +518,585 | 6.63% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 6,230,550 | 156,822 | 0.03% | 0.03% | 3 | +286,822 | 4.83% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 4,832,530 | 121,571 | 0.03% | 0.02% | 4 | +836,292 | 20.93% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,955,615 | 99,562 | 0.01% | 0.01% | 5 | +156,465 | 4.12% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,800,088 | 95,648 | 0.02% | — | 6 | +3,800,088 | New | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,561,628 | 89,646 | 1.82% | 1.67% | 7 | +638,178 | 21.83% | Q4 2025 | Feb 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,637,879 | 66,395 | 0.02% | 0.02% | 8 | +403,118 | 18.04% | Q4 2025 | Feb 18, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,420,156 | 60,915 | 0.07% | 0.07% | 9 | +54,134 | 2.29% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,030,044 | 51,099 | 0.07% | 0.07% | 10 | +78,602 | 4.03% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,933,758 | 48,672 | 0.01% | 0.01% | 11 | +57,527 | 3.07% | Q4 2025 | Feb 10, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,693,691 | 42,630 | 0.06% | 0.05% | 12 | +106,843 | 6.73% | Q4 2025 | Feb 02, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,579,101 | 39,745 | 0.04% | 0.03% | 13 | +60,163 | 3.96% | Q4 2025 | Feb 13, 2026 |
| Csenge Advisory Group | History | Added to | 1,458,508 | 36,710 | 1.66% | 1.55% | 14 | +172,871 | 13.45% | Q4 2025 | Feb 06, 2026 |
| Trilogy Capital Inc. | History | New | 1,368,646 | 34,448 | 1.54% | — | 15 | +1,368,646 | New | Q4 2025 | Jan 22, 2026 |
| Cetera Investment Advisers | History | Added to | 1,348,108 | 33,931 | 0.04% | 0.04% | 16 | +3,676 | 0.27% | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,302,870 | 32,793 | 0.23% | 0.06% | 17 | +991,683 | 318.68% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,244,379 | 31,321 | 0.04% | 0.03% | 18 | +284,504 | 29.64% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,116,794 | 28,109 | 0.0% | 0.0% | 19 | -525,732 | -32.01% | Q4 2025 | Feb 11, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 1,114,004 | 28,039 | 5.96% | 6.25% | 20 | +45,526 | 4.26% | Q4 2025 | Jan 30, 2026 |
| Focus Partners Wealth | History | Added to | 957,587 | 24,047 | 0.03% | 0.04% | 21 | +64,861 | 7.27% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 860,304 | 21,653 | 0.49% | 0.59% | 22 | -34,080 | -3.81% | Q4 2025 | Feb 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 836,203 | 21,047 | 0.05% | 0.03% | 23 | +419,769 | 100.8% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 822,563 | 20,704 | 0.05% | 0.05% | 24 | +46,238 | 5.96% | Q4 2025 | Feb 05, 2026 |
| TruWealth Advisors, LLC | History | Added to | 795,990 | 20,035 | 0.98% | 0.93% | 25 | +63,903 | 8.73% | Q4 2025 | Jan 07, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 773,673 | 19,473 | 1.05% | 1.04% | 26 | +32,015 | 4.32% | Q4 2025 | Jan 07, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 758,653 | 19,095 | 0.61% | 0.7% | 27 | -203,596 | -21.16% | Q4 2025 | Jan 09, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 755,223 | 19,008 | 1.34% | 1.45% | 28 | +31,578 | 4.36% | Q4 2025 | Jan 21, 2026 |
| Bensler, LLC | History | Added to | 716,112 | 18,024 | 1.8% | 1.73% | 29 | +56,249 | 8.52% | Q4 2025 | Feb 04, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 715,210 | 18,001 | 0.22% | 0.22% | 30 | +34,083 | 5.0% | Q4 2025 | Jan 29, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 709,775 | 17,865 | 2.95% | 3.02% | 31 | +9,765 | 1.39% | Q4 2025 | Feb 06, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 688,132 | 17,320 | 0.2% | 0.01% | 32 | +643,418 | 1438.96% | Q4 2025 | Jan 20, 2026 |
| EdgeRock Capital LLC | History | Added to | 681,875 | 17,162 | 4.57% | 4.71% | 33 | +9,957 | 1.48% | Q4 2025 | Jan 14, 2026 |
| Visionary Wealth Advisors | History | Added to | 675,628 | 17,005 | 0.77% | 0.74% | 34 | +43,138 | 6.82% | Q4 2025 | Feb 13, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 668,341 | 16,822 | 2.34% | 2.14% | 35 | +131,569 | 24.51% | Q4 2025 | Jan 21, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 657,713 | 16,555 | 0.04% | 0.03% | 36 | +107,297 | 19.49% | Q4 2025 | Feb 11, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 652,735 | 16,429 | 1.25% | 1.4% | 37 | -36,686 | -5.32% | Q4 2025 | Jan 09, 2026 |
| Navalign, LLC | History | Added to | 580,039 | 14,599 | 3.58% | 3.65% | 38 | +31,297 | 5.7% | Q4 2025 | Feb 05, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 572,701 | 14,414 | 4.65% | 1.74% | 39 | +152,737 | 36.37% | Q4 2025 | Jan 27, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 563,499 | 14,183 | 4.45% | 4.57% | 40 | +14,709 | 2.68% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 562,490 | 14,157 | 0.06% | 0.06% | 41 | +26,675 | 4.98% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 522,056 | 13,140 | 0.06% | 0.06% | 42 | +71,592 | 15.89% | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | Reduced | 513,565 | 12,926 | 0.43% | 0.48% | 43 | -27,186 | -5.03% | Q4 2025 | Feb 06, 2026 |
| Equitable Holdings, Inc. | History | Added to | 490,698 | 12,350 | 0.08% | 0.08% | 44 | +44,901 | 10.07% | Q4 2025 | Feb 17, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 489,917 | 12,301 | 0.3% | 0.33% | 45 | -3,069 | -0.62% | Q4 2025 | Jan 28, 2026 |
| Smartleaf Asset Management LLC | History | New | 479,763 | 12,094 | 0.46% | — | 46 | +479,763 | New | Q4 2025 | Feb 13, 2026 |
| Holistic Financial Partners | History | Added to | 472,655 | 11,896 | 4.31% | 3.76% | 47 | +107,787 | 29.54% | Q4 2025 | Jan 07, 2026 |
| Mariner, LLC | History | Added to | 470,713 | 11,847 | 0.01% | 0.02% | 48 | +8,939 | 1.94% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 440,475 | 11,086 | 0.27% | 0.29% | 49 | -6,063 | -1.36% | Q4 2025 | Jan 28, 2026 |
| Western Wealth Management, LLC | History | Added to | 434,584 | 10,938 | 0.5% | 0.55% | 50 | +20,101 | 4.85% | Q4 2025 | Feb 05, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 416,420 | 10,481 | 0.55% | 0.59% | 51 | -12,180 | -2.84% | Q4 2025 | Mar 04, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 414,678 | 10,437 | 0.18% | 0.21% | 52 | +62,682 | 17.81% | Q4 2025 | Feb 09, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 396,584 | 9,982 | 1.08% | 0.78% | 53 | +122,995 | 44.96% | Q4 2025 | Jan 23, 2026 |
| &PARTNERS | History | Reduced | 389,364 | 9,800 | 0.05% | 0.06% | 54 | -1,948 | -0.5% | Q4 2025 | Feb 17, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 380,530 | 9,577 | 2.56% | 2.61% | 55 | +8,566 | 2.3% | Q4 2025 | Jan 27, 2026 |
| Cerity Partners LLC | History | Reduced | 375,796 | 9,458 | 0.01% | 0.02% | 56 | -13,304 | -3.42% | Q4 2025 | Feb 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 373,976 | 9,412 | 0.02% | 0.02% | 57 | -48,704 | -11.52% | Q4 2025 | Feb 17, 2026 |
| Mach-1 Financial Group, LLC | History | New | 372,637 | 9,379 | 1.93% | — | 58 | +372,637 | New | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Added to | 365,352 | 9,196 | 0.02% | 0.01% | 59 | +187,748 | 105.71% | Q4 2025 | Jan 26, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Reduced | 361,116 | 9,089 | 7.62% | 7.52% | 60 | -3,937 | -1.08% | Q4 2025 | Jan 20, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 359,545 | 9,049 | 2.81% | 2.86% | 61 | +2,766 | 0.78% | Q4 2025 | Jan 22, 2026 |
| Appalachian Capital Management Ltd | History | New | 353,364 | 8,894 | 7.12% | — | 62 | +353,364 | New | Q4 2025 | Feb 17, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 352,225 | 8,865 | 0.15% | — | 63 | +352,225 | New | Q4 2025 | Feb 19, 2026 |
| CoreCap Advisors, LLC | History | Added to | 338,279 | 8,514 | 0.3% | 0.29% | 64 | +24,684 | 7.87% | Q4 2025 | Jan 13, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 335,347 | 8,440 | 0.26% | 0.56% | 65 | -376,836 | -52.91% | Q4 2025 | Jan 05, 2026 |
| PFG Advisors | History | Added to | 333,109 | 8,384 | 0.41% | 0.34% | 66 | +2,506 | 0.76% | Q4 2025 | Jan 27, 2026 |
| Live Oak Investment Partners | History | Reduced | 331,840 | 8,352 | 5.13% | 5.97% | 67 | -26,139 | -7.3% | Q4 2025 | Jan 29, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 331,050 | 8,332 | 0.14% | 0.16% | 68 | -24,730 | -6.95% | Q4 2025 | Jan 22, 2026 |
| US BANCORP \DE\ | History | Added to | 325,503 | 8,192 | 0.01% | 0.01% | 69 | +70,686 | 27.74% | Q4 2025 | Jan 30, 2026 |
| Certified Advisory Corp | History | Reduced | 315,111 | 7,931 | 0.72% | 0.77% | 70 | -4,912 | -1.53% | Q4 2025 | Jan 12, 2026 |
| Wealth Advisory Team LLC | History | New | 314,054 | 7,904 | 6.99% | — | 71 | +314,054 | New | Q4 2025 | Feb 05, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 313,723 | 7,896 | 0.88% | 0.9% | 72 | +11,794 | 3.91% | Q4 2025 | Feb 13, 2026 |
| XML Financial, LLC | History | Reduced | 313,233 | 7,884 | 0.64% | 0.68% | 73 | -16,883 | -5.11% | Q4 2025 | Feb 11, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 311,137 | 7,831 | 0.87% | 0.79% | 74 | +78,444 | 33.71% | Q4 2025 | Feb 11, 2026 |
| MATHER GROUP, LLC. | History | Added to | 303,023 | 7,627 | 0.08% | 0.08% | 75 | +4,084 | 1.37% | Q4 2025 | Jan 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 286,283 | 7,205 | 0.04% | 0.04% | 76 | +5,484 | 1.95% | Q4 2025 | Feb 12, 2026 |
| Baird Financial Group, Inc. | History | Added to | 282,419 | 7,108 | 0.01% | 0.01% | 77 | +4,266 | 1.53% | Q4 2025 | Feb 13, 2026 |
| Synergy Investment Management, LLC | History | Added to | 281,751 | 7,091 | 2.51% | 2.42% | 78 | +29,914 | 11.88% | Q4 2025 | Feb 06, 2026 |
| Tolleson Wealth Management, Inc. | History | Reduced | 278,461 | 7,008 | 1.01% | 1.23% | 79 | -36,838 | -11.68% | Q4 2025 | Feb 17, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 275,793 | 6,941 | 0.46% | 0.47% | 80 | -4,916 | -1.75% | Q4 2025 | Jan 16, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 273,051 | 6,872 | 0.08% | 0.21% | 81 | -676,107 | -71.23% | Q4 2025 | Feb 13, 2026 |
| GSG Advisors LLC | History | Added to | 250,574 | 6,306 | 1.63% | 1.58% | 82 | +14,607 | 6.19% | Q4 2025 | Jan 08, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 240,729 | 6,071 | 1.77% | 1.96% | 83 | +12,631 | 5.54% | Q4 2025 | Feb 10, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 240,704 | 6,058 | 1.57% | 1.65% | 84 | -1,539 | -0.64% | Q4 2025 | Jan 07, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Reduced | 238,888 | 6,012 | 5.4% | 5.62% | 85 | -2,581 | -1.07% | Q4 2025 | Jan 23, 2026 |
| Philip James Wealth Mangement, LLC | History | Added to | 238,576 | 6,004 | 0.7% | 0.69% | 86 | +3,096 | 1.31% | Q4 2025 | Jan 20, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 235,665 | 5,931 | 0.08% | 0.06% | 87 | +33,129 | 16.36% | Q4 2025 | Feb 02, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | New | 234,712 | 5,907 | 4.48% | — | 88 | +234,712 | New | Q4 2025 | Feb 11, 2026 |
| Keel Point, LLC | History | Added to | 234,626 | 5,905 | 0.36% | 0.34% | 89 | +15,025 | 6.84% | Q4 2025 | Feb 12, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 228,874 | 5,760 | 0.08% | 0.09% | 90 | -12,721 | -5.27% | Q4 2025 | Feb 09, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 226,874 | 5,710 | 2.01% | 1.38% | 91 | +91,732 | 67.88% | Q4 2025 | Feb 09, 2026 |
| Entruity Wealth, LLC | History | Reduced | 222,356 | 5,596 | 3.99% | 4.73% | 92 | -19,574 | -8.09% | Q4 2025 | Feb 03, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 216,764 | 5,455 | 0.02% | 0.02% | 93 | +34,065 | 18.65% | Q4 2025 | Feb 06, 2026 |
| SlateStone Wealth, LLC | History | Reduced | 206,599 | 5,200 | 0.44% | 0.48% | 94 | -15,788 | -7.1% | Q4 2025 | Feb 11, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 195,273 | 4,915 | 0.52% | 0.46% | 95 | +31,530 | 19.26% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 191,618 | 4,823 | 0.02% | 0.02% | 96 | -25,446 | -11.72% | Q4 2025 | Feb 18, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 191,444 | 4,818 | 0.54% | 0.58% | 97 | -5,521 | -2.8% | Q4 2025 | Jan 14, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 189,914 | 4,780 | 3.28% | 4.46% | 98 | -61,440 | -24.44% | Q4 2025 | Jan 14, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 182,220 | 4,586 | 1.11% | 1.25% | 99 | -4,178 | -2.24% | Q4 2025 | Feb 02, 2026 |
| Econ Financial Services Corp | History | Added to | 174,973 | 4,404 | 2.21% | 1.4% | 100 | +63,269 | 56.64% | Q4 2025 | Jan 15, 2026 |
| BEACON FINANCIAL GROUP | History | New | 174,153 | 4,383 | 0.44% | — | 101 | +174,153 | New | Q4 2025 | Apr 01, 2026 |
| Tactive Advisors, LLC | History | Added to | 169,616 | 4,269 | 1.25% | 1.15% | 102 | +7,983 | 4.94% | Q4 2025 | Jan 09, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 162,915 | 4,101 | 0.12% | 0.01% | 103 | +148,276 | 1012.88% | Q4 2025 | Feb 12, 2026 |
| Vise Technologies, Inc. | History | Added to | 160,407 | 4,037 | 0.08% | 0.1% | 104 | +53,281 | 49.74% | Q4 2025 | Feb 11, 2026 |
| Holos Integrated Wealth LLC | History | Reduced | 158,872 | 3,999 | 2.23% | 8.22% | 105 | -394,164 | -71.27% | Q4 2025 | Jan 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 156,878 | 3,948 | 0.01% | 0.0% | 106 | +76,812 | 95.94% | Q4 2025 | Feb 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 155,541 | 3,914 | 0.18% | 0.18% | 107 | -4,806 | -3.0% | Q4 2025 | Jan 21, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 153,581 | 3,865 | 0.09% | 0.08% | 108 | +27,303 | 21.62% | Q4 2025 | Jan 29, 2026 |
| BlackDiamond Wealth Management, LLC | History | Reduced | 146,064 | 3,683 | 1.79% | 2.19% | 109 | -13,618 | -8.53% | Q4 2025 | Feb 10, 2026 |
| FOCUSED ALPHA, LLC | History | New | 144,382 | 3,634 | 1.07% | — | 110 | +144,382 | New | Q4 2025 | Feb 13, 2026 |
| Fairway Financial, LLC | History | Added to | 140,331 | 3,532 | 2.67% | 2.52% | 111 | +13,219 | 10.4% | Q4 2025 | Feb 04, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 134,939 | 3,396 | 0.22% | 0.15% | 112 | +45,915 | 51.58% | Q4 2025 | Jan 23, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 127,103 | 3,199 | 0.48% | 0.3% | 113 | +74,354 | 140.96% | Q4 2025 | Feb 03, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 123,892 | 3,118 | 0.03% | 0.03% | 114 | +23,724 | 23.68% | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Reduced | 114,050 | 2,870 | 0.04% | 0.04% | 115 | -5,984 | -4.99% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 112,929 | 2,842 | 0.03% | 0.04% | 116 | +8,423 | 8.06% | Q4 2025 | Jan 23, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 112,739 | 2,837 | 1.02% | 0.89% | 117 | +18,246 | 19.31% | Q4 2025 | Feb 05, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Reduced | 111,945 | 2,817 | 1.04% | 6.51% | 118 | -513,786 | -82.11% | Q4 2025 | Feb 11, 2026 |
| Sequent Planning LLC | History | Reduced | 106,160 | 2,672 | 0.68% | 0.78% | 119 | -3,064 | -2.81% | Q4 2025 | Feb 05, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Reduced | 104,432 | 2,628 | 1.51% | 1.53% | 120 | -295 | -0.28% | Q4 2025 | Jan 15, 2026 |
| StoneX Group Inc. | History | Reduced | 99,194 | 2,502 | 0.11% | 0.17% | 121 | -58,194 | -36.97% | Q4 2025 | Feb 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 98,559 | 2,480 | 0.02% | 0.01% | 122 | +7,574 | 8.32% | Q4 2025 | Jan 29, 2026 |
| Capital CS Group, LLC | History | Reduced | 96,851 | 2,437 | 3.75% | 3.88% | 123 | -851 | -0.87% | Q4 2025 | Jan 09, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 90,851 | 2,286 | 0.18% | 0.16% | 124 | +1,801 | 2.02% | Q4 2025 | Jan 23, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 88,561 | 2,229 | 0.1% | 0.11% | 125 | -1,160 | -1.29% | Q4 2025 | Feb 13, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 85,277 | 2,146 | 0.64% | 0.45% | 126 | +28,434 | 50.02% | Q4 2025 | Feb 10, 2026 |
| Wagner Wealth Management, Corp | History | New | 83,526 | 2,102 | 2.07% | — | 127 | +83,526 | New | Q4 2025 | Feb 12, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 77,596 | 1,953 | 0.05% | 0.06% | 128 | -232 | -0.3% | Q4 2025 | Feb 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 77,163 | 1,942 | 0.0% | 0.0% | 129 | +68,130 | 754.23% | Q4 2025 | Feb 17, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 72,345 | 1,820 | 0.87% | 0.86% | 130 | -3,254 | -4.3% | Q4 2025 | Feb 03, 2026 |
| Blackhawk Capital Partners, LLC | History | Added to | 71,943 | 1,810 | 0.68% | 0.3% | 131 | +41,185 | 133.9% | Q4 2025 | Feb 04, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 83,523 | 1,807 | 0.04% | 0.03% | 132 | +14,013 | 20.16% | Q4 2025 | Feb 11, 2026 |
| COMERICA BANK | History | Added to | 70,922 | 1,785 | 0.01% | 0.01% | 133 | +5,108 | 7.76% | Q4 2025 | Jan 29, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 70,224 | 1,767 | 0.05% | 0.04% | 134 | +5,597 | 8.66% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 69,625 | 1,752 | 0.0% | 0.0% | 135 | +15,899 | 29.59% | Q4 2025 | Mar 16, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 66,071 | 1,663 | 1.13% | 1.24% | 136 | -5,380 | -7.53% | Q4 2025 | Jan 22, 2026 |
| HCR Wealth Advisors | History | Added to | 65,838 | 1,657 | 0.16% | 0.14% | 137 | +11,620 | 21.43% | Q4 2025 | Jan 27, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | Reduced | 64,513 | 1,624 | 2.1% | 2.83% | 138 | -9,392 | -12.71% | Q4 2025 | Jan 07, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 63,205 | 1,590 | 0.36% | 0.34% | 139 | -1,667 | -2.57% | Q4 2025 | Feb 02, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 60,334 | 1,518 | 0.06% | 0.03% | 140 | +42,786 | 243.82% | Q4 2025 | Feb 04, 2026 |
| Lido Advisors, LLC | History | No change | 57,956 | 1,459 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SouthState Bank Corp | History | Reduced | 54,942 | 1,382 | 0.06% | 0.08% | 142 | -12,939 | -19.06% | Q4 2025 | Feb 11, 2026 |
| Sigma Planning Corp | History | Reduced | 54,146 | 1,362 | 0.04% | 0.04% | 143 | -4,531 | -7.72% | Q4 2025 | Jan 30, 2026 |
| Summit Financial, LLC | History | Added to | 52,892 | 1,331 | 0.02% | 0.02% | 144 | +3,756 | 7.64% | Q4 2025 | Feb 13, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 51,772 | 1,303 | 0.28% | 0.28% | 145 | +1,543 | 3.07% | Q4 2025 | Jan 16, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Added to | 49,520 | 1,246 | 0.45% | 0.29% | 146 | +21,073 | 74.08% | Q4 2025 | Jan 26, 2026 |
| Diversify Advisory Services, LLC | History | New | 48,080 | 1,211 | 0.04% | — | 147 | +48,080 | New | Q4 2025 | Jan 23, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 46,031 | 1,158 | 0.09% | 0.16% | 148 | -32,500 | -41.38% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 43,847 | 1,103 | 0.01% | — | 149 | +43,847 | New | Q4 2025 | Feb 18, 2026 |
| MBE Wealth Management, LLC | History | Reduced | 41,456 | 1,043 | 0.44% | 0.48% | 150 | -2,298 | -5.25% | Q4 2025 | Jan 21, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | New | 40,762 | 1,025 | 0.31% | — | 151 | +40,762 | New | Q4 2025 | Feb 06, 2026 |
| KINTRA WEALTH, LLC | History | New | 37,972 | 955 | 0.13% | — | 152 | +37,972 | New | Q4 2025 | Feb 18, 2026 |
| Impact Partnership Wealth, LLC | History | Reduced | 37,663 | 947 | 0.12% | 0.14% | 153 | -479 | -1.26% | Q4 2025 | Feb 10, 2026 |
| Asset One Wealth Management LLC | History | New | 36,526 | 917 | 0.13% | — | 154 | +36,526 | New | Q4 2025 | Feb 17, 2026 |
| NBC SECURITIES, INC. | History | Added to | 35,886 | 903 | 0.07% | 0.07% | 155 | +951 | 2.72% | Q4 2025 | Jan 29, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 35,374 | 890 | 0.04% | 0.04% | 156 | +88 | 0.25% | Q4 2025 | Jan 20, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 34,900 | 878 | 0.49% | 0.61% | 157 | -5,821 | -14.29% | Q4 2025 | Feb 17, 2026 |
| CLG LLC | History | Reduced | 33,936 | 854 | 0.21% | 0.24% | 158 | -1,614 | -4.54% | Q4 2025 | Jan 15, 2026 |
| Harvest Investment Services, LLC | History | Added to | 33,836 | 851 | 0.16% | 0.15% | 159 | +4,248 | 14.36% | Q4 2025 | Feb 17, 2026 |
| Arkadios Wealth Advisors | History | Added to | 32,879 | 827 | 0.02% | 0.02% | 160 | +290 | 0.89% | Q4 2025 | Feb 13, 2026 |
| Balefire, LLC | History | Added to | 32,794 | 825 | 0.16% | 0.11% | 161 | +10,561 | 47.5% | Q4 2025 | Jan 12, 2026 |
| Park Square Financial Group, LLC | History | Reduced | 32,871 | 810 | 4.81% | 4.8% | 162 | -11,306 | -25.59% | Q4 2025 | Feb 05, 2026 |
| Prospera Financial Services Inc | History | Reduced | 32,142 | 809 | 0.01% | 0.06% | 163 | -112,425 | -77.77% | Q4 2025 | Feb 09, 2026 |
| Capital Analysts, LLC | History | Reduced | 31,977 | 805 | 0.02% | 0.02% | 164 | -253 | -0.78% | Q4 2025 | Feb 11, 2026 |
| Chris Bulman Inc | History | Added to | 30,039 | 756 | 0.33% | 0.3% | 165 | +6,103 | 25.5% | Q4 2025 | Jan 14, 2026 |
| Arax Advisory Partners | History | New | 29,947 | 753 | 0.02% | — | 166 | +29,947 | New | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 29,900 | 752 | 0.01% | 0.02% | 167 | +2,920 | 10.82% | Q4 2025 | Feb 06, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 29,798 | 750 | 0.01% | 0.01% | 168 | -608 | -2.0% | Q4 2025 | Jan 29, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 28,400 | 714 | 0.0% | 0.01% | 169 | -366,800 | -92.81% | Q4 2025 | Feb 12, 2026 |
| Skyview Financial Group LLC | History | New | 27,883 | 701 | 0.72% | — | 170 | +27,883 | New | Q4 2025 | Feb 18, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | No change | 27,427 | 690 | 0.46% | 0.5% | 171 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 27,281 | 686 | 0.0% | 0.04% | 172 | -271,671 | -90.87% | Q4 2025 | Jan 29, 2026 |
| Betterment LLC | History | Added to | 26,414 | 665 | 0.0% | 0.0% | 173 | +2,164 | 8.92% | Q4 2025 | Feb 12, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Added to | 25,850 | 650 | 0.23% | 0.23% | 174 | +1,478 | 6.06% | Q4 2025 | Feb 06, 2026 |
| Savant Capital, LLC | History | Reduced | 25,191 | 634 | 0.0% | 0.01% | 175 | -9,235 | -26.83% | Q4 2025 | Feb 10, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 24,862 | 625 | 0.28% | 0.28% | 176 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Brookstone Capital Management | History | Added to | 24,718 | 622 | 0.01% | 0.01% | 177 | +1,918 | 8.41% | Q4 2025 | Jan 15, 2026 |
| Berger Financial Group, Inc | History | Reduced | 23,957 | 602 | 0.03% | 0.04% | 178 | -1,501 | -5.9% | Q4 2025 | Jan 27, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 22,960 | 577 | 0.01% | 0.01% | 179 | +3,466 | 17.78% | Q4 2025 | Feb 12, 2026 |
| Savvy Advisors, Inc. | History | Added to | 22,634 | 569 | 0.02% | 0.02% | 180 | +7,126 | 45.95% | Q4 2025 | Jan 20, 2026 |
| United Advisor Group, LLC | History | Reduced | 22,358 | 562 | 0.07% | 0.11% | 181 | -10,107 | -31.13% | Q4 2025 | Jan 26, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | New | 22,144 | 557 | 0.09% | — | 182 | +22,144 | New | Q4 2025 | Jan 14, 2026 |
| HORAN Wealth, LLC | History | Added to | 20,354 | 512 | 0.08% | 0.07% | 183 | +1,885 | 10.21% | Q4 2025 | Feb 04, 2026 |
| SHP Wealth Management | History | New | 19,639 | 494 | 0.04% | — | 185 | +19,639 | New | Q4 2025 | Mar 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 19,639 | 494 | 0.0% | 0.0% | 184 | +2,297 | 13.25% | Q4 2025 | Jan 08, 2026 |
| Kovack Advisors, Inc. | History | New | 19,554 | 492 | 0.02% | — | 186 | +19,554 | New | Q4 2025 | Feb 17, 2026 |
| Q3 Asset Management | History | Reduced | 18,511 | 465 | 0.11% | 0.16% | 187 | -203 | -1.08% | Q4 2025 | Jan 27, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 18,418 | 463 | 0.03% | 0.04% | 188 | -4,062 | -18.07% | Q4 2025 | Feb 06, 2026 |
| Huntleigh Advisors, Inc. | History | Added to | 18,059 | 454 | 0.08% | 0.08% | 189 | +439 | 2.49% | Q4 2025 | Jan 29, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 18,019 | 453 | 0.15% | 0.14% | 190 | +360 | 2.04% | Q4 2025 | Jan 13, 2026 |
| VestGen Advisors, LLC | History | Reduced | 17,764 | 447 | 0.02% | 0.05% | 191 | -44,922 | -71.66% | Q4 2025 | Feb 17, 2026 |
| Fairvoy Private Wealth, LLC | History | No change | 17,640 | 443 | 0.1% | 0.1% | 192 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 17,448 | 439 | 0.05% | 0.08% | 193 | -6,075 | -25.83% | Q4 2025 | Jan 09, 2026 |
| Maia Wealth LLC | History | Reduced | 17,364 | 439 | 0.07% | 0.08% | 194 | -1,056 | -5.73% | Q4 2025 | Feb 17, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 17,119 | 431 | 0.02% | 0.02% | 195 | +1,948 | 12.84% | Q4 2025 | Feb 13, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 17,054 | 429 | 0.01% | 0.01% | 196 | -595 | -3.37% | Q4 2025 | Feb 03, 2026 |
| Financial Futures Ltd Liability Co. | History | Reduced | 16,738 | 421 | 0.2% | 0.47% | 197 | -21,806 | -56.57% | Q4 2025 | Jan 23, 2026 |
| Strategic Blueprint, LLC | History | Added to | 16,536 | 416 | 0.02% | 0.02% | 198 | +187 | 1.14% | Q4 2025 | Jan 30, 2026 |
| Atria Investments, Inc | History | Reduced | 16,234 | 408 | 0.0% | 0.01% | 199 | -4,045 | -19.95% | Q4 2025 | Feb 05, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | Reduced | 15,702 | 395 | 0.25% | 0.29% | 200 | -768 | -4.66% | Q4 2025 | Jan 28, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 14,886 | 374 | 0.04% | 0.03% | 201 | +3,547 | 31.28% | Q4 2025 | Jan 26, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 14,029 | 353 | 0.01% | 0.36% | 202 | -213,823 | -93.84% | Q4 2025 | Feb 10, 2026 |
| Focus Financial Network, Inc. | History | New | 13,486 | 339 | 0.01% | — | 203 | +13,486 | New | Q4 2025 | Jan 12, 2026 |
| TFB Advisors LLC | History | Reduced | 13,266 | 333 | 0.09% | 0.1% | 204 | -574 | -4.15% | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 13,127 | 330 | 0.03% | 0.02% | 205 | +3,542 | 36.95% | Q4 2025 | Jan 26, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 13,058 | 328 | 0.18% | 0.18% | 206 | +501 | 3.99% | Q4 2025 | Jan 30, 2026 |
| Ellenbecker Investment Group | History | Reduced | 12,901 | 324 | 0.05% | 0.06% | 207 | -4,442 | -25.61% | Q4 2025 | Jan 30, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 12,651 | 318 | 0.07% | 0.12% | 208 | -5,771 | -31.33% | Q4 2025 | Feb 02, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 12,617 | 317 | 0.0% | 0.0% | 209 | -31,071 | -71.12% | Q4 2025 | Feb 12, 2026 |
| Northwest Capital Management Inc | History | Reduced | 12,617 | 317 | 1.37% | 0.56% | 210 | -8,590 | -40.51% | Q4 2025 | Jan 26, 2026 |
| Morling Financial Advisors, LLC | History | Reduced | 12,597 | 317 | 0.1% | 0.13% | 211 | -2,625 | -17.24% | Q4 2025 | Feb 06, 2026 |
| ASSETMARK, INC | History | Reduced | 12,478 | 314 | 0.0% | 0.0% | 212 | -1,474 | -10.56% | Q4 2025 | Jan 23, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 12,355 | 310 | 0.03% | 0.09% | 213 | -29,549 | -70.52% | Q4 2025 | Jan 23, 2026 |
| Mutual Advisors, LLC | History | Reduced | 11,977 | 301 | 0.01% | 0.01% | 214 | -41 | -0.34% | Q4 2025 | Feb 02, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 11,461 | 288 | 0.01% | 0.01% | 215 | -308 | -2.62% | Q4 2025 | Jan 20, 2026 |
| Waverly Advisors, LLC | History | Reduced | 11,386 | 286 | 0.0% | 0.0% | 216 | -5,602 | -32.98% | Q4 2025 | Feb 17, 2026 |
| Veracity Capital LLC | History | New | 11,197 | 281 | 0.08% | — | 217 | +11,197 | New | Q4 2025 | Jan 29, 2026 |
| tru Independence LLC | History | Reduced | 11,111 | 279 | 0.07% | 0.09% | 218 | -2,583 | -18.86% | Q4 2025 | Jan 22, 2026 |
| AE Wealth Management LLC | History | Added to | 11,041 | 277 | 0.0% | 0.0% | 219 | +5,841 | 112.33% | Q4 2025 | Jan 26, 2026 |
| GK Wealth Management LLC | History | Reduced | 10,867 | 273 | 0.18% | 0.21% | 220 | -636 | -5.53% | Q4 2025 | Jan 05, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 10,240 | 257 | 0.05% | 0.06% | 221 | -2,346 | -18.64% | Q4 2025 | Feb 13, 2026 |
| Regal Investment Advisors LLC | History | New | 10,036 | 252 | 0.02% | — | 223 | +10,036 | New | Q4 2025 | Feb 17, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 10,030 | 252 | 0.03% | — | 224 | +10,030 | New | Q4 2025 | Feb 04, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 10,000 | 252 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 9,825 | 247 | 0.0% | — | 225 | +9,825 | New | Q4 2025 | Mar 25, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 9,796 | 246 | 0.01% | 0.01% | 226 | -1,050 | -9.68% | Q4 2025 | Feb 03, 2026 |
| Merit Financial Group, LLC | History | New | 9,757 | 245 | 0.0% | — | 227 | +9,757 | New | Q4 2025 | Jan 26, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 9,701 | 244 | 0.02% | 0.02% | 228 | +620 | 6.83% | Q4 2025 | Feb 12, 2026 |
| McAdam, LLC | History | Reduced | 9,625 | 242 | 0.01% | 0.01% | 229 | -187 | -1.91% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 9,446 | 237 | 0.03% | 0.04% | 230 | -217 | -2.25% | Q4 2025 | Feb 17, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 9,293 | 233 | 0.02% | 0.03% | 231 | -1,490 | -13.82% | Q4 2025 | Jan 23, 2026 |
| Claris Financial LLC | History | New | 8,946 | 225 | 0.12% | — | 233 | +8,946 | New | Q4 2025 | Feb 19, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 8,940 | 225 | 0.0% | — | 232 | +8,940 | New | Q4 2025 | Feb 10, 2026 |
| Payne Capital LLC | History | Added to | 8,925 | 224 | 0.23% | 0.23% | 234 | +77 | 0.87% | Q4 2025 | Jan 20, 2026 |
| National Wealth Management Group, LLC | History | Added to | 8,805 | 221 | 0.08% | 0.08% | 235 | +339 | 4.0% | Q4 2025 | Jan 12, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 8,753 | 220 | 0.19% | 0.34% | 236 | -118,297 | -93.11% | Q4 2025 | Feb 06, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 8,724 | 219 | 0.03% | 0.04% | 237 | -583 | -6.26% | Q4 2025 | Feb 10, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 8,705 | 219 | 0.03% | 0.03% | 238 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| BENJAMIN EDWARDS INC | History | New | 8,494 | 213 | 0.0% | — | 239 | +8,494 | New | Q4 2025 | Feb 02, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | New | 8,292 | 208 | 0.06% | — | 240 | +8,292 | New | Q4 2025 | Jan 13, 2026 |
| MONECO ADVISORS, LLC | History | New | 8,247 | 207 | 0.02% | — | 241 | +8,247 | New | Q4 2025 | Feb 04, 2026 |
| Krilogy Financial LLC | History | Added to | 8,221 | 206 | 0.01% | 0.01% | 242 | +37 | 0.45% | Q4 2025 | Jan 27, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 8,182 | 205 | 0.14% | 0.15% | 243 | +95 | 1.17% | Q4 2025 | Jan 29, 2026 |
| Triumph Capital Management | History | New | 7,600 | 191 | 0.04% | — | 244 | +7,600 | New | Q4 2025 | Feb 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 5,842 | 147 | 0.05% | 0.05% | 245 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 5,635 | 141 | 0.12% | 0.14% | 246 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 5,573 | 140 | 0.03% | 0.03% | 247 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Elevated Capital Advisors, LLC | History | New | 5,488 | 138 | 0.03% | — | 248 | +5,488 | New | Q4 2025 | Jan 27, 2026 |
| Spire Wealth Management | History | No change | 5,228 | 131 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 4,860 | 122 | 0.04% | 0.01% | 250 | +3,044 | 167.62% | Q4 2025 | Jan 22, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 4,499 | 113 | 0.0% | — | 251 | +4,499 | New | Q4 2025 | Feb 06, 2026 |
| Root Financial Partners, LLC | History | Reduced | 4,249 | 106 | 0.01% | 0.01% | 252 | -4,046 | -48.78% | Q4 2025 | Feb 10, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 4,080 | 103 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 4,050 | 101 | 0.06% | — | 254 | +4,050 | New | Q4 2025 | Feb 11, 2026 |
| First Pacific Financial | History | Added to | 3,219 | 81 | 0.01% | 0.01% | 255 | +36 | 1.13% | Q4 2025 | Jan 16, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 2,773 | 69 | 0.02% | 0.02% | 256 | +850 | 44.2% | Q4 2025 | Feb 10, 2026 |
| Qube Research & Technologies Ltd | History | New | 2,637 | 66 | 0.0% | — | 257 | +2,637 | New | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 2,273 | 57 | 0.0% | — | 258 | +2,273 | New | Q4 2025 | Feb 03, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 2,182 | 54 | 0.0% | 0.0% | 259 | -244 | -10.06% | Q4 2025 | Feb 12, 2026 |
| TD Capital Management LLC | History | New | 1,899 | 47 | 0.0% | — | 260 | +1,899 | New | Q4 2025 | Feb 26, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 1,795 | 45 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Parallel Advisors, LLC | History | New | 1,440 | 36 | 0.0% | — | 262 | +1,440 | New | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Added to | 1,153 | 29 | 0.0% | 0.0% | 263 | +363 | 45.95% | Q4 2025 | Jan 29, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 931 | 23 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NBT BANK N A /NY | History | New | 25 | 17 | 0.0% | — | 265 | +25 | New | Q4 2025 | Jan 23, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 614 | 15 | 0.0% | 0.0% | 266 | +7 | 1.15% | Q4 2025 | Feb 09, 2026 |
| FIRST COMMUNITY TRUST NA | History | New | 358 | 9 | 0.01% | — | 267 | +358 | New | Q4 2025 | Jan 16, 2026 |
| SageView Advisory Group, LLC | History | New | 322 | 8 | 0.0% | — | 269 | +322 | New | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 322 | 8 | 0.0% | 0.0% | 268 | -51 | -13.67% | Q4 2025 | Feb 10, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 230 | 5 | 0.0% | — | 270 | +230 | New | Q4 2025 | Jan 20, 2026 |
| RHL GROUP, LLC | History | New | 219 | 5 | 0.0% | — | 274 | +219 | New | Q4 2025 | Feb 09, 2026 |
| Oakworth Capital, Inc. | History | No change | 237 | 5 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Sunbelt Securities, Inc. | History | No change | 217 | 5 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Clearstead Trust, LLC | History | No change | 206 | 5 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 194 | 4 | 0.0% | — | 276 | +194 | New | Q4 2025 | Feb 09, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 179 | 4 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 132 | 3 | 0.0% | — | 277 | +132 | New | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 89 | 2 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Bernard Wealth Management Corp. | History | No change | 110 | 2 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -146,623 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Arkos Global Advisors | History | Closed out | 0 | 0 | — | 0.31% | — | -97,603 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GeoWealth Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -51,255 | -100.0% | Q3 2025 | Nov 13, 2025 |
| McCarthy & Cox | History | Closed out | 0 | 0 | — | 0.26% | — | -45,225 | -100.0% | Q3 2025 | Oct 14, 2025 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -38,245 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Bramshill Investments, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -30,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Chokshi & Queen Wealth Advisors, Inc | History | Closed out | 0 | 0 | — | 0.25% | — | -18,472 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Total Wealth Planning, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -17,605 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Perigon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,733 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Williams & Novak, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -13,701 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Ergawealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.15% | — | -12,810 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Millington Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -8,577 | -100.0% | Q3 2025 | Oct 30, 2025 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -5,296 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,673 | -100.0% | Q3 2025 | Nov 10, 2025 |
| MASECO LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,647 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GoalVest Advisory LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -753 | -100.0% | Q3 2025 | Oct 22, 2025 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -665 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Founders Financial Alliance, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -467 | -100.0% | Q3 2025 | Nov 07, 2025 |
| HANTZ FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -83 | -100.0% | Q3 2025 | Nov 05, 2025 |
| BARRETT & COMPANY, INC. | History | New | 37 | 0 | — | — | — | +37 | New | Q4 2025 | Jan 28, 2026 |
| TD Waterhouse Canada Inc. | History | Closed out | 0 | 0 | — | — | — | -23 | -100.0% | Q3 2025 | Nov 03, 2025 |