Victory Portfolios II - VFLO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 14,478,276 | 570,154 | 0.04% | 0.03% | 1 | +946,365 | 6.99% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 12,280,049 | 483,588 | 0.13% | 0.12% | 2 | +1,249,407 | 11.33% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 11,931,199 | 469,850 | 0.03% | 0.02% | 3 | +2,158,181 | 22.08% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 7,399,957 | 291,410 | 0.18% | 0.17% | 4 | +659,124 | 9.78% | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 6,226,521 | 245,200 | 0.04% | 0.04% | 5 | +921,401 | 17.37% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 5,027,450 | 197,980 | 0.06% | 0.05% | 6 | +791,094 | 18.67% | Q4 2025 | Feb 18, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 4,701,150 | 185,131 | 0.1% | 0.09% | 7 | +649,900 | 16.04% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 3,548,818 | 139,752 | 0.57% | — | 8 | +3,548,818 | New | Q4 2025 | Feb 05, 2026 |
| UBS Group AG | History | Added to | 3,217,961 | 126,723 | 0.02% | 0.02% | 9 | +144,450 | 4.7% | Q4 2025 | Jan 29, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,977,348 | 117,247 | 0.13% | 0.12% | 10 | +120,109 | 4.2% | Q4 2025 | Feb 06, 2026 |
| Merit Financial Group, LLC | History | Added to | 2,635,628 | 103,791 | 0.83% | 0.83% | 11 | +215,892 | 8.92% | Q4 2025 | Jan 26, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 2,392,021 | 94,197 | 7.75% | 7.45% | 12 | +82,791 | 3.59% | Q4 2025 | Jan 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,196,522 | 86,492 | 0.02% | 0.01% | 13 | +674,858 | 44.35% | Q4 2025 | Feb 17, 2026 |
| Composition Wealth, LLC | History | Added to | 2,186,558 | 86,106 | 1.23% | 1.22% | 14 | +7,639 | 0.35% | Q4 2025 | Feb 02, 2026 |
| Goldstein Advisors, LLC | History | Added to | 2,084,626 | 82,092 | 9.35% | 7.33% | 15 | +475,255 | 29.53% | Q4 2025 | Feb 10, 2026 |
| Modern Wealth Management, LLC | History | Added to | 2,002,000 | 78,838 | 1.44% | 1.26% | 16 | +307,302 | 18.13% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,928,034 | 75,927 | 0.01% | — | 17 | +1,928,034 | New | Q4 2025 | Feb 17, 2026 |
| Krilogy Financial LLC | History | Added to | 1,628,784 | 65,395 | 2.22% | 2.21% | 18 | +69,936 | 4.49% | Q4 2025 | Jan 27, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 1,485,082 | 58,482 | 1.12% | 1.15% | 19 | -47,157 | -3.08% | Q4 2025 | Feb 12, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 1,394,047 | 54,897 | 1.05% | 2.25% | 20 | -1,421,755 | -50.49% | Q4 2025 | Jan 26, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 1,075,966 | 42,371 | 0.23% | 0.49% | 21 | -1,382,287 | -56.23% | Q4 2025 | Jan 29, 2026 |
| StoneX Group Inc. | History | Added to | 1,057,256 | 41,636 | 1.81% | 1.7% | 22 | +18,654 | 1.8% | Q4 2025 | Feb 12, 2026 |
| Keystone Financial Group | History | Added to | 1,047,375 | 41,245 | 3.05% | 2.29% | 23 | +249,102 | 31.21% | Q4 2025 | Feb 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,039,492 | 40,935 | 0.01% | 0.02% | 24 | -1,053,287 | -50.33% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 992,989 | 39,103 | 0.05% | 0.04% | 25 | +158,440 | 18.99% | Q4 2025 | Feb 12, 2026 |
| RVW Wealth, LLC | History | Reduced | 981,990 | 38,670 | 2.95% | 2.9% | 26 | -8,482 | -0.86% | Q4 2025 | Jan 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 896,153 | 35,291 | 0.09% | 0.09% | 27 | +51,566 | 6.11% | Q4 2025 | Feb 05, 2026 |
| Private Advisor Group, LLC | History | Added to | 827,152 | 32,573 | 0.15% | 0.1% | 28 | +282,123 | 51.76% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 813,251 | 32,035 | 0.05% | 0.04% | 29 | +37,341 | 4.81% | Q4 2025 | Feb 17, 2026 |
| Vantage Financial Partners, LLC | History | Added to | 802,562 | 31,604 | 6.42% | 6.2% | 30 | +18,106 | 2.31% | Q4 2025 | Feb 03, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 635,050 | 25,008 | 0.18% | 0.19% | 31 | -30,788 | -4.62% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Added to | 593,636 | 23,377 | 0.03% | 0.01% | 32 | +321,022 | 117.76% | Q4 2025 | Feb 17, 2026 |
| Sepio Capital, LP | History | Added to | 542,170 | 21,350 | 1.17% | 1.2% | 33 | +3,228 | 0.6% | Q4 2025 | Feb 12, 2026 |
| Marble Wealth, LLC | History | New | 493,379 | 19,429 | 2.7% | — | 34 | +493,379 | New | Q4 2025 | Feb 10, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | Reduced | 474,279 | 18,677 | 3.5% | 5.78% | 35 | -462,459 | -49.37% | Q4 2025 | Feb 12, 2026 |
| Financial Enhancement Group LLC | History | Reduced | 448,637 | 17,824 | 2.32% | 2.3% | 36 | -3,065 | -0.68% | Q4 2025 | Jan 23, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 451,005 | 17,760 | 0.03% | 0.01% | 37 | +341,160 | 310.58% | Q4 2025 | Mar 16, 2026 |
| Madison Asset Management, LLC | History | Added to | 437,966 | 17,247 | 0.2% | 0.04% | 38 | +337,659 | 336.63% | Q4 2025 | Feb 04, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 437,700 | 17,236 | 0.02% | 0.05% | 39 | -436,600 | -49.94% | Q4 2025 | Feb 17, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 431,054 | 16,974 | 0.91% | 1.17% | 40 | -221,803 | -33.97% | Q4 2025 | Feb 12, 2026 |
| Allen Capital Group, LLC | History | Added to | 424,990 | 16,736 | 1.53% | 1.48% | 41 | +7,388 | 1.77% | Q4 2025 | Feb 09, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Added to | 418,637 | 16,485 | 5.67% | 5.5% | 42 | +21,478 | 5.41% | Q4 2025 | Feb 10, 2026 |
| Ledyard National Bank | History | Added to | 402,353 | 15,844 | 1.36% | 0.57% | 43 | +233,685 | 138.55% | Q4 2025 | Jan 21, 2026 |
| Atlas Wealth LLC | History | Added to | 385,139 | 15,166 | 4.61% | 2.91% | 44 | +144,968 | 60.36% | Q4 2025 | Feb 05, 2026 |
| Summit Financial, LLC | History | Reduced | 381,252 | 15,013 | 0.22% | 0.23% | 45 | -16,525 | -4.15% | Q4 2025 | Feb 13, 2026 |
| Landmark Wealth Management, LLC | History | Reduced | 363,627 | 14,319 | 5.48% | 6.17% | 46 | -50,969 | -12.29% | Q4 2025 | Feb 05, 2026 |
| CFO4Life Group, LLC | History | Reduced | 356,476 | 14,038 | 2.0% | 1.95% | 47 | -1,878 | -0.52% | Q4 2025 | Feb 06, 2026 |
| Gotham Asset Management, LLC | History | Added to | 345,071 | 13,588 | 0.05% | 0.05% | 48 | +33,949 | 10.91% | Q4 2025 | Feb 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 334,481 | 13,171 | 0.17% | 0.18% | 49 | +4,856 | 1.47% | Q4 2025 | Feb 10, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 307,488 | 12,108 | 0.01% | 0.01% | 50 | +11,426 | 3.86% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 296,075 | 11,659 | 0.02% | 0.01% | 51 | +14,257 | 5.06% | Q4 2025 | Feb 02, 2026 |
| Hudock, Inc. | History | Added to | 262,772 | 10,347 | 1.52% | 1.44% | 52 | +9,736 | 3.85% | Q4 2025 | Feb 12, 2026 |
| Western Wealth Management, LLC | History | Added to | 247,771 | 9,757 | 0.45% | 0.48% | 53 | +6,077 | 2.51% | Q4 2025 | Feb 05, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 241,457 | 9,508 | 0.11% | 0.15% | 54 | +3,009 | 1.26% | Q4 2025 | Jan 29, 2026 |
| Weil Company, Inc. | History | Added to | 238,974 | 9,410 | 2.16% | 2.08% | 55 | +8,538 | 3.71% | Q4 2025 | Jan 14, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 237,877 | 9,367 | 0.4% | 0.4% | 56 | -10,582 | -4.26% | Q4 2025 | Jan 06, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 236,759 | 9,323 | 1.96% | 1.41% | 57 | +93,103 | 64.81% | Q4 2025 | Feb 13, 2026 |
| Financial Designs Corp | History | Added to | 226,911 | 8,935 | 5.06% | 4.88% | 58 | +3,942 | 1.77% | Q4 2025 | Jan 23, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 213,675 | 8,414 | 0.4% | 0.33% | 59 | +9,170 | 4.48% | Q4 2025 | Jan 21, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 213,553 | 8,409 | 1.77% | 1.72% | 60 | +4,771 | 2.29% | Q4 2025 | Jan 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 204,058 | 8,215 | 0.01% | 0.01% | 61 | +27,481 | 15.56% | Q4 2025 | Jan 08, 2026 |
| OneAscent Financial Services LLC | History | Added to | 196,453 | 7,736 | 0.71% | 0.13% | 62 | +168,314 | 598.15% | Q4 2025 | Feb 11, 2026 |
| Atria Investments, Inc | History | Reduced | 194,602 | 7,663 | 0.09% | 0.09% | 63 | -9,653 | -4.73% | Q4 2025 | Feb 05, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 169,400 | 6,670 | 0.74% | 0.68% | 64 | +15,882 | 10.35% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 167,286 | 6,587 | 0.0% | 0.0% | 65 | +98,626 | 143.64% | Q4 2025 | Feb 10, 2026 |
| IHT Wealth Management, LLC | History | Added to | 166,187 | 6,544 | 0.16% | 0.11% | 66 | +54,384 | 48.64% | Q4 2025 | Feb 17, 2026 |
| Huntleigh Advisors, Inc. | History | Added to | 165,938 | 6,534 | 1.1% | 1.04% | 67 | +3,784 | 2.33% | Q4 2025 | Jan 29, 2026 |
| WBI INVESTMENTS, LLC | History | Added to | 165,435 | 6,514 | 1.7% | 1.54% | 68 | +4,771 | 2.97% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 161,180 | 6,347 | 0.01% | 0.01% | 69 | +26,860 | 20.0% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 154,044 | 6,048 | 0.03% | 0.03% | 70 | +10,240 | 7.12% | Q4 2025 | Feb 17, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 153,138 | 6,030 | 0.28% | 0.2% | 71 | +45,555 | 42.34% | Q4 2025 | Feb 13, 2026 |
| Maridea Wealth Management LLC | History | Added to | 150,509 | 5,927 | 0.89% | 0.56% | 72 | +55,243 | 57.99% | Q4 2025 | Jan 08, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 149,190 | 5,875 | 0.0% | 0.0% | 73 | +8,122 | 5.76% | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 147,488 | 5,808 | 0.0% | 0.0% | 74 | +130,340 | 760.09% | Q4 2025 | Feb 17, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 147,421 | 5,805 | 0.27% | 0.25% | 75 | +10,743 | 7.86% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 127,698 | 5,028 | 0.01% | 0.01% | 76 | -82,221 | -39.17% | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 126,733 | 4,990 | 0.04% | 0.03% | 77 | +21,073 | 19.94% | Q4 2025 | Feb 13, 2026 |
| Financial Guidance Group, Inc. | History | Added to | 126,613 | 4,986 | 2.04% | 1.77% | 78 | +21,073 | 19.97% | Q4 2025 | Jan 26, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 123,947 | 4,881 | 0.33% | 0.33% | 79 | -1,956 | -1.55% | Q4 2025 | Feb 20, 2026 |
| OneAscent Wealth Management LLC | History | Reduced | 123,448 | 4,861 | 1.62% | 1.65% | 80 | -7,236 | -5.54% | Q4 2025 | Feb 11, 2026 |
| COMERICA BANK | History | Added to | 122,375 | 4,819 | 0.02% | 0.01% | 81 | +22,695 | 22.77% | Q4 2025 | Jan 29, 2026 |
| ATLANTIC FAMILY WEALTH, LLC | History | Added to | 113,522 | 4,470 | 3.38% | 2.58% | 82 | +24,380 | 27.35% | Q4 2025 | Feb 12, 2026 |
| McGowan Group Asset Management, Inc. | History | New | 109,140 | 4,297 | 0.53% | — | 83 | +109,140 | New | Q4 2025 | Jan 29, 2026 |
| Parallel Advisors, LLC | History | Added to | 108,395 | 4,268 | 0.08% | 0.07% | 84 | +9,735 | 9.87% | Q4 2025 | Feb 11, 2026 |
| Legacy Capital Group California, Inc. | History | Reduced | 105,805 | 4,166 | 1.01% | 1.05% | 85 | -3,802 | -3.47% | Q4 2025 | Jan 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 103,797 | 4,087 | 0.01% | 0.01% | 86 | +53,437 | 106.11% | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | Added to | 98,518 | 3,879 | 0.84% | 0.91% | 87 | +8,463 | 9.4% | Q4 2025 | Feb 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 97,832 | 3,852 | 0.14% | 0.15% | 88 | -600 | -0.61% | Q4 2025 | Feb 06, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 92,426 | 3,639 | 0.19% | 0.19% | 89 | +712 | 0.78% | Q4 2025 | Feb 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 90,237 | 3,553 | 0.02% | 0.02% | 90 | +3,039 | 3.49% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 88,094 | 3,468 | 0.04% | 0.05% | 91 | -7,699 | -8.04% | Q4 2025 | Jan 23, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 82,920 | 3,265 | 0.23% | 0.21% | 92 | +5,740 | 7.44% | Q4 2025 | Feb 11, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 81,966 | 3,227 | 1.27% | 1.28% | 93 | +931 | 1.15% | Q4 2025 | Feb 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 80,690 | 3,177 | 0.0% | — | 94 | +80,690 | New | Q4 2025 | Mar 25, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Added to | 80,339 | 3,163 | 0.3% | 0.3% | 95 | +4,400 | 5.79% | Q4 2025 | Jan 22, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | Reduced | 80,319 | 3,162 | 2.23% | 2.56% | 96 | -62 | -0.08% | Q4 2025 | Feb 04, 2026 |
| Mechanics Bank Trust Department | History | Added to | 77,760 | 3,062 | 0.4% | 0.41% | 97 | +210 | 0.27% | Q4 2025 | Jan 14, 2026 |
| KENNEDY INVESTMENT GROUP | History | Added to | 77,118 | 3,036 | 1.15% | 0.9% | 98 | +16,824 | 27.9% | Q4 2025 | Feb 06, 2026 |
| CAP Partners, LLC | History | Added to | 76,789 | 3,023 | 1.71% | 1.53% | 99 | +4,878 | 6.78% | Q4 2025 | Feb 04, 2026 |
| Summit Asset Management, LLC | History | Added to | 76,741 | 3,022 | 0.43% | 0.36% | 100 | +13,445 | 21.24% | Q4 2025 | Feb 09, 2026 |
| Fort Point Capital Partners LLC | History | No change | 75,101 | 3,014 | 0.34% | 0.33% | 101 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 74,220 | 2,923 | 0.01% | 0.01% | 102 | -2,105 | -2.76% | Q4 2025 | Feb 11, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 71,182 | 2,803 | 0.05% | 0.07% | 103 | -12,653 | -15.09% | Q4 2025 | Feb 06, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 70,826 | 2,789 | 1.54% | 1.48% | 104 | +3,298 | 4.88% | Q4 2025 | Jan 30, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 69,800 | 2,748 | 0.0% | 0.0% | 105 | -30,100 | -30.13% | Q4 2025 | Feb 12, 2026 |
| KPP Advisory Services LLC | History | Added to | 69,433 | 2,734 | 0.4% | 0.37% | 106 | +2,066 | 3.07% | Q4 2025 | Feb 02, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 67,661 | 2,664 | 0.03% | 0.02% | 107 | +7,128 | 11.78% | Q4 2025 | Feb 13, 2026 |
| Excelsior Advisor Network LLC | History | New | 66,668 | 2,625 | 1.28% | — | 108 | +66,668 | New | Q4 2025 | Feb 13, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 66,288 | 2,610 | 0.15% | 0.13% | 109 | -1,273 | -1.88% | Q4 2025 | Feb 17, 2026 |
| DDD Partners, LLC | History | Added to | 65,353 | 2,573 | 0.16% | 0.15% | 110 | +2,315 | 3.67% | Q4 2025 | Jan 22, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | New | 62,881 | 2,476 | 1.17% | — | 111 | +62,881 | New | Q4 2025 | Feb 06, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | Reduced | 61,320 | 2,414 | 0.63% | 0.73% | 112 | -8,245 | -11.85% | Q4 2025 | Jan 16, 2026 |
| GERBER, LLC | History | New | 60,134 | 2,368 | 1.32% | — | 113 | +60,134 | New | Q4 2025 | Jan 21, 2026 |
| J HAGAN CAPITAL, INC. | History | Reduced | 57,221 | 2,253 | 1.25% | 4.16% | 114 | -125,824 | -68.74% | Q4 2025 | Feb 17, 2026 |
| Trademark Financial Management, LLC | History | Added to | 51,405 | 2,024 | 1.11% | 1.05% | 115 | +3,239 | 6.72% | Q4 2025 | Jan 28, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 49,544 | 1,951 | 0.23% | 0.22% | 116 | -697 | -1.39% | Q4 2025 | Feb 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 48,039 | 1,891 | 0.04% | 0.03% | 117 | +4,876 | 11.3% | Q4 2025 | Jan 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 47,217 | 1,859 | 0.01% | 0.01% | 118 | +6,093 | 14.82% | Q4 2025 | Feb 18, 2026 |
| Embree Financial Group | History | Reduced | 46,847 | 1,844 | 0.23% | 0.31% | 119 | -14,800 | -24.01% | Q4 2025 | Jan 14, 2026 |
| AE Wealth Management LLC | History | Reduced | 46,699 | 1,839 | 0.01% | 0.01% | 120 | -435 | -0.92% | Q4 2025 | Jan 26, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 45,329 | 1,785 | 0.01% | 0.01% | 121 | +6,415 | 16.49% | Q4 2025 | Feb 13, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 45,090 | 1,775 | 1.17% | 1.15% | 122 | +245 | 0.55% | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 43,606 | 1,717 | 0.01% | 0.01% | 123 | +3,696 | 9.26% | Q4 2025 | Feb 12, 2026 |
| Keel Point, LLC | History | Added to | 43,554 | 1,715 | 0.1% | 0.09% | 124 | +2,470 | 6.01% | Q4 2025 | Feb 12, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 42,831 | 1,686 | 0.03% | 0.07% | 125 | -55,708 | -56.53% | Q4 2025 | Jan 07, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 41,685 | 1,641 | 0.81% | 0.78% | 126 | +3,690 | 9.71% | Q4 2025 | Jan 30, 2026 |
| Sigma Planning Corp | History | Reduced | 39,938 | 1,572 | 0.04% | 0.04% | 127 | -49 | -0.12% | Q4 2025 | Jan 30, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 38,601 | 1,520 | 0.04% | 0.08% | 128 | +2,720 | 7.58% | Q4 2025 | Feb 10, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 37,783 | 1,487 | 0.02% | 0.01% | 129 | +18,154 | 92.49% | Q4 2025 | Jan 20, 2026 |
| OneAscent Family Office, LLC | History | Added to | 37,740 | 1,486 | 1.01% | 1.09% | 130 | +1,949 | 5.45% | Q4 2025 | Feb 11, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 36,551 | 1,439 | 0.24% | — | 131 | +36,551 | New | Q4 2025 | Feb 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 36,525 | 1,438 | 0.02% | 0.01% | 132 | +9,783 | 36.58% | Q4 2025 | Jan 21, 2026 |
| Optivise Advisory Services LLC | History | Reduced | 36,089 | 1,421 | 0.82% | 0.96% | 133 | -6,755 | -15.77% | Q4 2025 | Jan 12, 2026 |
| Sequent Asset Management, LLC | History | Reduced | 35,621 | 1,403 | 0.62% | 0.64% | 134 | -200 | -0.56% | Q4 2025 | Feb 10, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 31,365 | 1,235 | 0.07% | 0.05% | 135 | +10,060 | 47.22% | Q4 2025 | Jan 26, 2026 |
| M.E. ALLISON & CO., INC. | History | Added to | 31,222 | 1,229 | 0.84% | 0.72% | 136 | +3,470 | 12.5% | Q4 2025 | Jan 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 30,430 | 1,198 | 0.01% | 0.0% | 137 | +17,134 | 128.87% | Q4 2025 | Jan 29, 2026 |
| Stonebridge Financial Group, LLC / MO | History | New | 30,171 | 1,188 | 1.03% | — | 138 | +30,171 | New | Q4 2025 | Feb 04, 2026 |
| NewEdge Wealth, LLC | History | Added to | 30,028 | 1,182 | 0.01% | 0.02% | 139 | +826 | 2.83% | Q4 2025 | Feb 03, 2026 |
| Focus Partners Wealth | History | New | 29,317 | 1,154 | 0.0% | — | 140 | +29,317 | New | Q4 2025 | Feb 13, 2026 |
| Omnitrust Wealth Management, Inc | History | New | 28,803 | 1,134 | 1.44% | — | 141 | +28,803 | New | Q4 2025 | Feb 11, 2026 |
| GeoWealth Management, LLC | History | Reduced | 25,935 | 1,021 | 0.04% | 0.04% | 142 | -3,702 | -12.49% | Q4 2025 | Feb 17, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 25,198 | 992 | 0.02% | 0.02% | 143 | -1,028 | -3.92% | Q4 2025 | Feb 13, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 23,920 | 941 | 0.17% | 0.17% | 144 | -619 | -2.52% | Q4 2025 | Jan 12, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 23,509 | 925 | 0.05% | 0.06% | 145 | -611 | -2.53% | Q4 2025 | Feb 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 21,534 | 848 | 0.0% | 0.0% | 146 | +34 | 0.16% | Q4 2025 | Feb 17, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 21,441 | 844 | 0.02% | 0.01% | 147 | +14,706 | 218.35% | Q4 2025 | Feb 06, 2026 |
| Wealth Group Ltd | History | Added to | 19,760 | 778 | 0.17% | 0.17% | 148 | +552 | 2.87% | Q4 2025 | Jan 12, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 19,384 | 763 | 0.02% | 0.01% | 149 | +3,645 | 23.16% | Q4 2025 | Feb 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 19,394 | 763 | 0.04% | 0.04% | 150 | +2,245 | 13.09% | Q4 2025 | Jan 28, 2026 |
| BROWN ADVISORY INC | History | No change | 19,122 | 753 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 19,069 | 750 | 0.16% | 0.17% | 152 | -1,312 | -6.44% | Q4 2025 | Jan 16, 2026 |
| Maia Wealth LLC | History | New | 18,505 | 735 | 0.13% | — | 153 | +18,505 | New | Q4 2025 | Feb 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 18,268 | 719 | 0.01% | 0.01% | 154 | +5,181 | 39.59% | Q4 2025 | Jan 29, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Reduced | 18,062 | 711 | 0.1% | 0.11% | 155 | -995 | -5.22% | Q4 2025 | Jan 27, 2026 |
| Moors & Cabot, Inc. | History | Added to | 17,633 | 694 | 0.03% | 0.02% | 156 | +4,802 | 37.42% | Q4 2025 | Feb 10, 2026 |
| DAVENPORT & Co LLC | History | Added to | 17,201 | 677 | 0.0% | 0.0% | 157 | +150 | 0.88% | Q4 2025 | Jan 12, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 17,116 | 674 | 0.0% | — | 158 | +17,116 | New | Q4 2025 | Feb 10, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 17,041 | 671 | 0.05% | 0.04% | 159 | +3,208 | 23.19% | Q4 2025 | Jan 08, 2026 |
| Caprock Group, LLC | History | Added to | 16,961 | 667 | 0.01% | 0.01% | 160 | +5,708 | 50.72% | Q4 2025 | Jan 28, 2026 |
| Visionary Wealth Advisors | History | Added to | 16,830 | 662 | 0.03% | 0.02% | 161 | +2,565 | 17.98% | Q4 2025 | Feb 13, 2026 |
| SHP Wealth Management | History | New | 16,759 | 660 | 0.05% | — | 162 | +16,759 | New | Q4 2025 | Mar 04, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 15,703 | 618 | 0.04% | 0.03% | 163 | +1,233 | 8.52% | Q4 2025 | Feb 10, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 14,976 | 589 | 0.01% | 0.01% | 164 | -57 | -0.38% | Q4 2025 | Feb 19, 2026 |
| Intrua Financial, LLC | History | Added to | 13,989 | 550 | 0.06% | 0.05% | 165 | +2,040 | 17.07% | Q4 2025 | Feb 05, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 13,628 | 536 | 0.03% | 0.03% | 166 | -203 | -1.47% | Q4 2025 | Feb 13, 2026 |
| Yukon Wealth Management, Inc. | History | Reduced | 13,251 | 526 | 0.3% | 0.34% | 167 | -14,077 | -51.51% | Q4 2025 | Feb 10, 2026 |
| Secure Asset Management, LLC | History | Reduced | 13,313 | 524 | 0.08% | 0.12% | 168 | -6,579 | -33.07% | Q4 2025 | Jan 20, 2026 |
| Aspiring Ventures, LLC | History | New | 13,300 | 523 | 0.18% | — | 169 | +13,300 | New | Q4 2025 | Jan 27, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 13,275 | 522 | 0.05% | 0.04% | 170 | +600 | 4.73% | Q4 2025 | Jan 26, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 12,286 | 483 | 0.02% | 0.02% | 171 | +2,981 | 32.04% | Q4 2025 | Feb 17, 2026 |
| Sowa Financial Group, Inc. | History | Added to | 12,240 | 482 | 0.25% | 0.26% | 172 | +4 | 0.03% | Q4 2025 | Feb 03, 2026 |
| Compound Planning, Inc. | History | Reduced | 12,201 | 480 | 0.01% | 0.02% | 173 | -649 | -5.05% | Q4 2025 | Feb 19, 2026 |
| Belpointe Asset Management LLC | History | Added to | 11,875 | 467 | 0.02% | 0.02% | 174 | +476 | 4.18% | Q4 2025 | Jan 27, 2026 |
| HORAN Wealth, LLC | History | Added to | 11,610 | 457 | 0.07% | 0.07% | 175 | +60 | 0.52% | Q4 2025 | Feb 04, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 11,575 | 455 | 0.03% | — | 176 | +11,575 | New | Q4 2025 | Feb 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 11,572 | 455 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 11,155 | 439 | 0.01% | — | 178 | +11,155 | New | Q4 2025 | Jan 23, 2026 |
| Balentine LLC | History | No change | 11,090 | 436 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Redwood Family Wealth LLC | History | New | 11,014 | 433 | 0.43% | — | 180 | +11,014 | New | Q4 2025 | Mar 06, 2026 |
| Cerity Partners LLC | History | Reduced | 10,860 | 427 | 0.0% | 0.0% | 181 | -2,352 | -17.8% | Q4 2025 | Feb 11, 2026 |
| Claro Advisors Inc. | History | Reduced | 10,686 | 420 | 0.06% | 0.07% | 182 | -2,682 | -20.06% | Q4 2025 | Feb 17, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | Reduced | 10,165 | 400 | 0.18% | 0.19% | 183 | -126 | -1.22% | Q4 2025 | Feb 04, 2026 |
| Snowden Capital Advisors LLC | History | No change | 10,055 | 395 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Indivisible Partners | History | New | 9,192 | 361 | 0.04% | — | 185 | +9,192 | New | Q4 2025 | Feb 03, 2026 |
| PFG Investments, LLC | History | Reduced | 9,156 | 360 | 0.02% | 0.02% | 186 | -413 | -4.32% | Q4 2025 | Jan 26, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | New | 8,606 | 338 | 0.03% | — | 187 | +8,606 | New | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 8,577 | 337 | 0.01% | 0.0% | 188 | +8,119 | 1772.71% | Q4 2025 | Feb 09, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 8,482 | 334 | 0.04% | 0.04% | 190 | -245 | -2.81% | Q4 2025 | Feb 11, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 8,497 | 334 | 0.12% | 0.12% | 189 | +153 | 1.83% | Q4 2025 | Jan 21, 2026 |
| Financial Security Advisor, Inc. | History | Reduced | 8,115 | 319 | 0.06% | 0.07% | 191 | -173 | -2.09% | Q4 2025 | Feb 05, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | New | 8,000 | 315 | 0.0% | — | 192 | +8,000 | New | Q4 2025 | Feb 03, 2026 |
| Carrera Capital Advisors | History | Reduced | 7,951 | 313 | 0.05% | 0.06% | 193 | -697 | -8.06% | Q4 2025 | Jan 30, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 7,608 | 299 | 0.12% | 0.1% | 195 | +1,843 | 31.97% | Q4 2025 | Feb 06, 2026 |
| Quantinno Capital Management LP | History | Added to | 7,609 | 299 | 0.0% | 0.0% | 194 | +1,002 | 15.17% | Q4 2025 | Feb 17, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 7,355 | 289 | 0.11% | 0.09% | 196 | -1,504 | -16.98% | Q4 2025 | Feb 11, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 7,261 | 285 | 0.06% | 0.07% | 197 | -223 | -2.98% | Q4 2025 | Feb 11, 2026 |
| Prospera Financial Services Inc | History | Reduced | 7,185 | 282 | 0.0% | 0.01% | 198 | -2,465 | -25.54% | Q4 2025 | Feb 09, 2026 |
| STRATEGIC PLANNING GROUP, LLC | History | Reduced | 7,183 | 282 | 0.04% | 0.04% | 199 | -1,210 | -14.42% | Q4 2025 | Feb 04, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 6,958 | 274 | 0.08% | 0.07% | 200 | -1,119 | -13.85% | Q4 2025 | Jan 12, 2026 |
| Creative Planning | History | Reduced | 6,806 | 268 | 0.0% | 0.0% | 201 | -17,942 | -72.5% | Q4 2025 | Feb 17, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Reduced | 6,710 | 264 | 0.04% | 0.04% | 202 | -824 | -10.94% | Q4 2025 | Jan 23, 2026 |
| SEI INVESTMENTS CO | History | New | 6,628 | 261 | 0.0% | — | 203 | +6,628 | New | Q4 2025 | Feb 13, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 6,616 | 260 | 0.04% | 0.07% | 205 | -5,401 | -44.94% | Q4 2025 | Jan 06, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 6,625 | 260 | 0.0% | 0.0% | 204 | -1,475 | -18.21% | Q4 2025 | Feb 02, 2026 |
| Allie Family Office LLC | History | No change | 6,422 | 252 | 0.12% | 0.11% | 206 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Plan A Wealth LLC | History | Reduced | 6,384 | 251 | 0.12% | 0.12% | 207 | -143 | -2.19% | Q4 2025 | Feb 06, 2026 |
| Signature Equity Partners, LLC | History | New | 6,250 | 246 | 0.14% | — | 208 | +6,250 | New | Q4 2025 | Feb 17, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 6,000 | 241 | 0.02% | 0.02% | 209 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 5,580 | 219 | 0.06% | 0.07% | 210 | -668 | -10.69% | Q4 2025 | Feb 09, 2026 |
| Blue Zone Wealth Advisors, LLC | History | New | 5,436 | 214 | 0.04% | — | 211 | +5,436 | New | Q4 2025 | Jan 21, 2026 |
| Tactive Advisors, LLC | History | New | 5,357 | 210 | 0.06% | — | 212 | +5,357 | New | Q4 2025 | Jan 09, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 5,268 | 207 | 0.01% | 0.01% | 213 | -264 | -4.77% | Q4 2025 | Feb 09, 2026 |
| Stelac Advisory Services LLC | History | New | 4,465 | 175 | 0.06% | — | 214 | +4,465 | New | Q4 2025 | Feb 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,744 | 147 | 0.0% | 0.0% | 215 | +3,091 | 473.35% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 3,727 | 146 | 0.0% | 0.0% | 216 | +2,570 | 222.13% | Q4 2025 | Feb 17, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | Reduced | 3,250 | 131 | 0.09% | 0.09% | 217 | -250 | -7.14% | Q4 2025 | Feb 13, 2026 |
| Tradewinds Capital Management, LLC | History | New | 2,902 | 114 | 0.02% | — | 218 | +2,902 | New | Q4 2025 | Jan 14, 2026 |
| Clayton Financial Group LLC | History | New | 2,506 | 98 | 0.05% | — | 221 | +2,506 | New | Q4 2025 | Jan 21, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 2,507 | 98 | 0.0% | 0.0% | 219 | +3 | 0.12% | Q4 2025 | Jan 28, 2026 |
| Golden State Wealth Management, LLC | History | No change | 2,500 | 98 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HM PAYSON & CO | History | Added to | 2,475 | 97 | 0.0% | 0.0% | 222 | +1,450 | 141.46% | Q4 2025 | Feb 12, 2026 |
| SageView Advisory Group, LLC | History | New | 1,861 | 73 | 0.0% | — | 223 | +1,861 | New | Q4 2025 | Feb 17, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 1,514 | 59 | 0.05% | — | 224 | +1,514 | New | Q4 2025 | Feb 17, 2026 |
| Global Trust Asset Management, LLC | History | No change | 1,400 | 55 | 0.02% | 0.02% | 225 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 1,357 | 53 | 0.05% | 0.05% | 226 | -41 | -2.93% | Q4 2025 | Jan 29, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 1,333 | 52 | 0.0% | — | 227 | +1,333 | New | Q4 2025 | Feb 11, 2026 |
| Millstone Evans Group, LLC | History | No change | 1,178 | 46 | 0.03% | 0.03% | 228 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| ASSETMARK, INC | History | Reduced | 749 | 29 | 0.0% | 0.0% | 229 | -453 | -37.69% | Q4 2025 | Jan 23, 2026 |
| Kingdom Financial Group LLC. | History | New | 642 | 25 | 0.01% | — | 231 | +642 | New | Q4 2025 | Feb 06, 2026 |
| Clearstead Advisors, LLC | History | Added to | 644 | 25 | 0.0% | 0.0% | 230 | +1 | 0.16% | Q4 2025 | Feb 09, 2026 |
| Blue Trust, Inc. | History | New | 575 | 22 | 0.0% | — | 232 | +575 | New | Q4 2025 | Jan 16, 2026 |
| Salomon & Ludwin, LLC | History | New | 302 | 12 | 0.0% | — | 233 | +302 | New | Q4 2025 | Jan 28, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 267 | 10 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | No change | 232 | 9 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MCF Advisors LLC | History | Reduced | 178 | 7 | 0.0% | 0.0% | 236 | -1,555 | -89.73% | Q4 2025 | Feb 11, 2026 |
| Davis Capital Management | History | No change | 128 | 5 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| US BANCORP \DE\ | History | New | 116 | 4 | 0.0% | — | 238 | +116 | New | Q4 2025 | Jan 30, 2026 |
| Princeton Global Asset Management LLC | History | New | 113 | 4 | 0.0% | — | 240 | +113 | New | Q4 2025 | Jan 20, 2026 |
| CWM, LLC | History | Reduced | 105 | 4 | 0.0% | 0.0% | 239 | -27 | -20.45% | Q4 2025 | Jan 26, 2026 |
| Ancora Advisors LLC | History | No change | 67 | 2 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| First Command Advisory Services, Inc. | History | No change | 52 | 2 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 57 | 2 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| GAMMA Investing LLC | History | Reduced | 27 | 1 | 0.0% | 0.0% | 245 | -53 | -66.25% | Q4 2025 | Jan 05, 2026 |
| Networth Advisors, LLC | History | New | 47 | 1 | 0.0% | — | 246 | +47 | New | Q4 2025 | Jan 22, 2026 |
| BESSEMER GROUP INC | History | New | 24 | 1 | 0.0% | — | 244 | +24 | New | Q4 2025 | Feb 05, 2026 |
| Crossmark Global Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -47,926 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -46,241 | -100.0% | Q3 2025 | Nov 10, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -45,936 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -30,406 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -18,971 | -100.0% | Q3 2025 | Nov 18, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,641 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Baker Avenue Asset Management, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -6,410 | -100.0% | Q3 2025 | Oct 31, 2025 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -414 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -399 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ELEVATION WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -394 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -81 | -100.0% | Q3 2025 | Nov 06, 2025 |
| FIFTH THIRD BANCORP | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 07, 2025 |