iSHARES TRUST - 46436E866
Detailed investor-level table based on 13F positions.
Early Q4 2025 data: only 2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HM PAYSON & CO | History | Added to | 5,143,296 | 120,173 | 1.73% | 1.67% | 1 | +624,136 | 13.81% | Q3 2025 | Oct 17, 2025 |
| MORGAN STANLEY | History | Added to | 3,637,216 | 84,983 | 0.01% | 0.01% | 2 | +80,618 | 2.27% | Q3 2025 | Nov 14, 2025 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,607,395 | 84,286 | 0.01% | 0.01% | 3 | -435,497 | -10.77% | Q3 2025 | Feb 03, 2026 |
| LPL Financial LLC | History | Added to | 2,982,206 | 69,679 | 0.02% | 0.02% | 4 | +427,988 | 16.76% | Q3 2025 | Nov 12, 2025 |
| Capital Investment Advisors, LLC | History | New | 2,379,201 | 55,590 | 0.91% | 0.04% | 5 | +2,379,201 | New | Q3 2025 | Oct 23, 2025 |
| Connecticut Wealth Management, LLC | History | Added to | 1,317,353 | 30,779 | 1.37% | 1.31% | 6 | +136,887 | 11.6% | Q3 2025 | Nov 13, 2025 |
| UBS Group AG | History | Reduced | 1,255,416 | 29,332 | 0.0% | 0.01% | 7 | -652,735 | -34.21% | Q3 2025 | Nov 13, 2025 |
| Belpointe Asset Management LLC | History | Added to | 1,223,317 | 28,582 | 1.09% | 0.21% | 8 | +1,004,617 | 459.36% | Q3 2025 | Nov 03, 2025 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,153,804 | 26,958 | 0.01% | 0.01% | 9 | +41,724 | 3.75% | Q3 2025 | Nov 13, 2025 |
| Integrated Wealth Concepts LLC | History | Reduced | 1,114,964 | 26,051 | 0.23% | 0.27% | 10 | -34,194 | -2.98% | Q3 2025 | Nov 14, 2025 |
| Hills Bank & Trust Co | History | Reduced | 1,013,478 | 23,679 | 1.39% | 3.21% | 11 | -1,165,271 | -53.48% | Q3 2025 | Nov 13, 2025 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 1,001,688 | 23,404 | 0.17% | 0.12% | 12 | +349,886 | 53.68% | Q3 2025 | Nov 14, 2025 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 935,003 | 21,846 | 0.04% | 0.05% | 13 | -87,809 | -8.59% | Q3 2025 | Nov 19, 2025 |
| OSAIC HOLDINGS, INC. | History | Added to | 891,071 | 20,824 | 0.03% | 0.04% | 14 | +41,262 | 4.86% | Q3 2025 | Nov 14, 2025 |
| Denver PWM, LLC | History | Added to | 875,267 | 20,446 | 6.37% | 6.37% | 15 | +143 | 0.02% | Q3 2025 | Oct 31, 2025 |
| Krilogy Financial LLC | History | Added to | 864,560 | 20,139 | 0.76% | 0.94% | 16 | +165,426 | 23.66% | Q3 2025 | Nov 06, 2025 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 829,363 | 19,378 | 0.01% | 0.01% | 17 | -445,482 | -34.94% | Q3 2025 | Nov 14, 2025 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 818,559 | 19,125 | 0.01% | 0.0% | 18 | +159,110 | 24.13% | Q3 2025 | Nov 05, 2025 |
| Horizon Advisory Services, Inc. | History | Added to | 812,269 | 18,978 | 9.71% | 10.01% | 19 | +14,908 | 1.87% | Q3 2025 | Oct 15, 2025 |
| Delta Wealth Advisors LLC | History | Added to | 726,014 | 16,963 | 13.27% | 13.6% | 20 | +30,757 | 4.42% | Q3 2025 | Oct 21, 2025 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 704,703 | 16,465 | 0.01% | 0.01% | 21 | -85,010 | -10.76% | Q3 2025 | Nov 14, 2025 |
| OneAscent Financial Services LLC | History | Added to | 685,573 | 16,018 | 1.96% | 0.8% | 22 | +205,399 | 42.78% | Q3 2025 | Oct 31, 2025 |
| NewEdge Advisors, LLC | History | Reduced | 683,168 | 15,962 | 0.07% | 0.16% | 23 | -636,612 | -48.24% | Q3 2025 | Nov 17, 2025 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 651,601 | 15,224 | 1.46% | 1.58% | 24 | -4,263 | -0.65% | Q3 2025 | Feb 23, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Reduced | 607,725 | 14,199 | 4.32% | 5.16% | 25 | -33,368 | -5.2% | Q3 2025 | Oct 27, 2025 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 589,764 | 13,780 | 0.03% | 0.0% | 26 | +574,442 | 3749.13% | Q3 2025 | Nov 04, 2025 |
| Carnegie Investment Counsel | History | Reduced | 578,860 | 13,525 | 0.25% | 0.3% | 27 | -52,460 | -8.31% | Q3 2025 | Oct 16, 2025 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 565,565 | 13,183 | 0.02% | 0.03% | 28 | -94,029 | -14.26% | Q3 2025 | Oct 29, 2025 |
| Wealth Management Strategies, Inc. | History | New | 534,122 | 12,479 | 6.18% | — | 29 | +534,122 | New | Q3 2025 | Nov 17, 2025 |
| MKT Advisors LLC | History | Reduced | 533,571 | 12,424 | 4.63% | 4.92% | 30 | -349 | -0.07% | Q3 2025 | Oct 17, 2025 |
| Scissortail Wealth Management, LLC | History | Added to | 526,907 | 12,311 | 2.68% | 2.9% | 31 | +9,812 | 1.9% | Q3 2025 | Oct 29, 2025 |
| Apella Capital, LLC | History | Reduced | 483,006 | 11,263 | 0.25% | 0.33% | 32 | -47,334 | -8.93% | Q3 2025 | Oct 17, 2025 |
| Asset Dedication, LLC | History | Added to | 418,052 | 9,767 | 0.66% | 0.56% | 33 | +89,355 | 27.18% | Q3 2025 | Nov 20, 2025 |
| CreativeOne Wealth, LLC | History | Reduced | 402,532 | 9,405 | 0.23% | 0.26% | 34 | -28,015 | -6.51% | Q3 2025 | Nov 13, 2025 |
| Sanctuary Advisors, LLC | History | Reduced | 384,484 | 8,985 | 0.05% | 0.06% | 35 | -25,962 | -6.33% | Q3 2025 | Jan 13, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Reduced | 384,131 | 8,975 | 0.38% | 0.43% | 36 | -12,618 | -3.18% | Q3 2025 | Nov 12, 2025 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 382,949 | 8,948 | 0.01% | 0.01% | 37 | -12,495 | -3.16% | Q3 2025 | Oct 22, 2025 |
| Janney Montgomery Scott LLC | History | Added to | 378,018 | 8,832 | 0.02% | 0.02% | 38 | +35,133 | 10.25% | Q3 2025 | Oct 27, 2025 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 377,248 | 8,814 | 0.16% | 0.18% | 39 | -10,437 | -2.69% | Q3 2025 | Nov 12, 2025 |
| STIFEL FINANCIAL CORP | History | Reduced | 375,983 | 8,784 | 0.01% | 0.02% | 40 | -296,709 | -44.11% | Q3 2025 | Nov 12, 2025 |
| Rockefeller Capital Management L.P. | History | Added to | 365,571 | 8,541 | 0.02% | 0.01% | 41 | +129,883 | 55.11% | Q3 2025 | Nov 14, 2025 |
| Kovitz Investment Group Partners, LLC | History | Reduced | 356,776 | 8,336 | 0.03% | 0.04% | 42 | -19,267 | -5.12% | Q3 2025 | Nov 10, 2025 |
| CENTRAL TRUST Co | History | Reduced | 347,530 | 8,120 | 0.17% | 0.21% | 43 | -38,330 | -9.93% | Q3 2025 | Nov 06, 2025 |
| Financial Engines Advisors L.L.C. | History | Reduced | 328,500 | 7,675 | 0.01% | 0.02% | 44 | -14,801 | -4.31% | Q3 2025 | Nov 17, 2025 |
| Brookstone Capital Management | History | Reduced | 327,742 | 7,657 | 0.09% | 0.11% | 45 | -25,530 | -7.23% | Q3 2025 | Oct 15, 2025 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 311,999 | 7,289 | 0.77% | 0.84% | 46 | -1,329 | -0.42% | Q3 2025 | Nov 03, 2025 |
| Lido Advisors, LLC | History | Reduced | 310,325 | 7,250 | 0.02% | 0.03% | 47 | -4,421 | -1.4% | Q3 2025 | Nov 14, 2025 |
| Baird Financial Group, Inc. | History | Added to | 291,427 | 6,809 | 0.01% | 0.01% | 48 | +19,810 | 7.29% | Q3 2025 | Nov 13, 2025 |
| MAI Capital Management | History | Added to | 286,499 | 6,694 | 0.04% | 0.05% | 49 | +5,591 | 1.99% | Q3 2025 | Nov 10, 2025 |
| Asset Advisors Investment Management, LLC | History | Added to | 282,837 | 6,608 | 0.63% | 0.51% | 50 | +62,858 | 28.57% | Q3 2025 | Oct 23, 2025 |
| PSI Advisors, LLC | History | New | 261,279 | 6,104 | 1.57% | — | 51 | +261,279 | New | Q3 2025 | Nov 12, 2025 |
| Faithward Advisors, LLC | History | Reduced | 243,052 | 5,678 | 0.84% | 0.95% | 52 | -17,667 | -6.78% | Q3 2025 | Nov 19, 2025 |
| Trinity Wealth Management, LLC | History | Added to | 242,144 | 5,657 | 2.12% | 2.21% | 53 | +4,207 | 1.77% | Q3 2025 | Oct 08, 2025 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 232,529 | 5,433 | 0.01% | 0.01% | 54 | -4,287 | -1.81% | Q3 2025 | Nov 14, 2025 |
| Midwest Professional Planners, LTD. | History | Added to | 226,717 | 5,297 | 1.29% | 1.35% | 55 | +7,066 | 3.22% | Q3 2025 | Nov 04, 2025 |
| Archer Investment Corp | History | Added to | 226,307 | 5,287 | 1.19% | 1.22% | 56 | +6,648 | 3.03% | Q3 2025 | Nov 03, 2025 |
| Mariner, LLC | History | Added to | 226,003 | 5,280 | 0.01% | 0.01% | 57 | +22,972 | 11.31% | Q3 2025 | Nov 14, 2025 |
| Keeler Thomas Management LLC | History | Added to | 214,625 | 5,014 | 2.05% | 2.15% | 58 | +1,149 | 0.54% | Q3 2025 | Nov 04, 2025 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 212,025 | 4,953 | 0.05% | 0.06% | 59 | -739 | -0.35% | Q3 2025 | Nov 06, 2025 |
| Cetera Investment Advisers | History | Added to | 208,730 | 4,876 | 0.01% | 0.01% | 60 | +679 | 0.33% | Q3 2025 | Nov 14, 2025 |
| HighTower Advisors, LLC | History | Reduced | 205,345 | 4,797 | 0.01% | 0.01% | 61 | -7,898 | -3.7% | Q3 2025 | Nov 07, 2025 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 201,969 | 4,702 | 1.07% | 1.44% | 62 | -93,574 | -31.66% | Q3 2025 | Nov 13, 2025 |
| JANE STREET GROUP, LLC | History | Added to | 199,961 | 4,672 | 0.0% | 0.0% | 63 | +161,905 | 425.44% | Q3 2025 | Nov 14, 2025 |
| REBALANCE, LLC | History | Added to | 198,822 | 4,645 | 0.28% | 0.26% | 64 | +37,238 | 23.05% | Q3 2025 | Oct 16, 2025 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 191,032 | 4,463 | 0.31% | 0.41% | 65 | -46,798 | -19.68% | Q3 2025 | Nov 10, 2025 |
| Gradient Investments LLC | History | Reduced | 182,445 | 4,262 | 0.07% | 0.09% | 66 | -19,442 | -9.63% | Q3 2025 | Oct 06, 2025 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 180,795 | 4,224 | 0.0% | 0.0% | 67 | -37,977 | -17.36% | Q3 2025 | Nov 14, 2025 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 178,632 | 4,174 | 0.01% | 0.01% | 68 | -15,455 | -7.96% | Q3 2025 | Nov 12, 2025 |
| Lunt Capital Management, Inc. | History | Reduced | 177,447 | 4,146 | 1.59% | 1.66% | 69 | -7,978 | -4.3% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Reduced | 168,436 | 3,935 | 0.02% | 0.02% | 70 | -652 | -0.39% | Q3 2025 | Nov 14, 2025 |
| GLOBALT Investments LLC / GA | History | Reduced | 162,900 | 3,806 | 0.14% | 0.16% | 71 | -13,225 | -7.51% | Q3 2025 | Oct 14, 2025 |
| Probity Advisors, Inc. | History | Added to | 161,372 | 3,770 | 0.61% | 0.64% | 72 | +5,180 | 3.32% | Q3 2025 | Oct 30, 2025 |
| Strategic Blueprint, LLC | History | Reduced | 153,527 | 3,587 | 0.16% | 0.4% | 73 | -192,879 | -55.68% | Q3 2025 | Oct 23, 2025 |
| Focus Partners Wealth | History | Reduced | 133,486 | 3,118 | 0.01% | 0.01% | 74 | -149,927 | -52.9% | Q3 2025 | Nov 14, 2025 |
| Wealth Watch Advisors, INC | History | New | 132,608 | 3,098 | 1.28% | — | 75 | +132,608 | New | Q3 2025 | Nov 13, 2025 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 132,430 | 3,094 | 0.08% | 0.1% | 76 | +8,506 | 6.86% | Q3 2025 | Nov 04, 2025 |
| GTS SECURITIES LLC | History | Added to | 130,146 | 3,040 | 0.12% | 0.03% | 77 | +105,501 | 428.08% | Q3 2025 | Nov 14, 2025 |
| Valmark Advisers, Inc. | History | Reduced | 128,347 | 2,998 | 0.04% | 0.05% | 78 | -18,689 | -12.71% | Q3 2025 | Oct 24, 2025 |
| TFR Capital, LLC. | History | Added to | 128,183 | 2,995 | 1.0% | 1.08% | 79 | +906 | 0.71% | Q3 2025 | Oct 31, 2025 |
| CWM, LLC | History | Reduced | 125,198 | 2,925 | 0.01% | 0.01% | 80 | -7,936 | -5.96% | Q3 2025 | Oct 15, 2025 |
| Lantz Financial LLC | History | Reduced | 119,558 | 2,793 | 0.62% | 0.7% | 81 | -257 | -0.21% | Q3 2025 | Nov 06, 2025 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 119,206 | 2,785 | 0.12% | 0.16% | 82 | -29,939 | -20.07% | Q3 2025 | Oct 28, 2025 |
| Stockman Wealth Management, Inc. | History | Reduced | 119,006 | 2,780 | 0.34% | 0.41% | 83 | -8,882 | -6.95% | Q3 2025 | Oct 16, 2025 |
| KOM Wealth Management Group, LLC | History | Reduced | 118,902 | 2,778 | 2.1% | 2.33% | 84 | -7,201 | -5.71% | Q3 2025 | Oct 21, 2025 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 118,085 | 2,759 | 0.17% | 0.23% | 85 | -30,580 | -20.57% | Q3 2025 | Nov 04, 2025 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 117,451 | 2,744 | 0.19% | 0.23% | 86 | -8,700 | -6.9% | Q3 2025 | Nov 04, 2025 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Added to | 112,627 | 2,631 | 0.1% | 0.11% | 87 | +7 | 0.01% | Q3 2025 | Oct 29, 2025 |
| SIGNATUREFD, LLC | History | Reduced | 109,712 | 2,563 | 0.04% | 0.04% | 88 | -2,496 | -2.22% | Q3 2025 | Oct 21, 2025 |
| Parkside Financial Bank & Trust | History | Reduced | 107,619 | 2,514 | 0.19% | 0.27% | 89 | -1,328 | -1.22% | Q3 2025 | Oct 30, 2025 |
| Atria Investments, Inc | History | New | 106,670 | 2,492 | 0.03% | — | 90 | +106,670 | New | Q3 2025 | Nov 06, 2025 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 106,629 | 2,491 | 0.53% | 0.55% | 91 | -1,024 | -0.95% | Q3 2025 | Oct 31, 2025 |
| Portland Global Advisors LLC | History | Added to | 106,377 | 2,485 | 0.28% | 0.29% | 92 | +741 | 0.7% | Q3 2025 | Nov 10, 2025 |
| High Note Wealth, LLC | History | Added to | 103,677 | 2,422 | 0.49% | 0.5% | 93 | +10,892 | 11.74% | Q3 2025 | Nov 04, 2025 |
| Global Retirement Partners, LLC | History | Added to | 101,035 | 2,360 | 0.05% | 0.06% | 94 | +647 | 0.64% | Q3 2025 | Oct 21, 2025 |
| SCS Capital Management LLC | History | Added to | 99,449 | 2,323 | 0.03% | 0.03% | 95 | +201 | 0.2% | Q3 2025 | Nov 13, 2025 |
| Compound Planning, Inc. | History | Reduced | 97,157 | 2,270 | 0.07% | 0.09% | 96 | -9,537 | -8.94% | Q3 2025 | Nov 10, 2025 |
| Equitable Holdings, Inc. | History | Reduced | 95,027 | 2,220 | 0.02% | 0.02% | 97 | -11,016 | -10.39% | Q3 2025 | Nov 14, 2025 |
| IFG Advisory, LLC | History | Reduced | 93,466 | 2,183 | 0.1% | 0.11% | 98 | -4,135 | -4.24% | Q3 2025 | Nov 12, 2025 |
| Private Advisor Group, LLC | History | Reduced | 90,811 | 2,121 | 0.01% | 0.01% | 99 | -2,040 | -2.2% | Q3 2025 | Nov 13, 2025 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Reduced | 87,102 | 2,035 | 0.38% | 0.42% | 100 | -4,710 | -5.13% | Q3 2025 | Oct 28, 2025 |
| Mill Creek Capital Advisors, LLC | History | No change | 86,385 | 2,018 | 0.04% | 0.04% | 101 | 0 | 0.0% | Q3 2025 | Nov 12, 2025 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 85,608 | 2,000 | 0.0% | 0.0% | 102 | -369,045 | -81.17% | Q3 2025 | Nov 14, 2025 |
| Essential Planning, LLC. | History | Reduced | 85,373 | 1,994 | 0.69% | 0.79% | 103 | -5,103 | -5.64% | Q3 2025 | Oct 28, 2025 |
| Stratos Wealth Partners, LTD. | History | Added to | 82,499 | 1,927 | 0.02% | 0.02% | 104 | +9,103 | 12.4% | Q3 2025 | Nov 06, 2025 |
| Klaas Financial Asset Advisors, LLC | History | Reduced | 81,909 | 1,913 | 0.29% | 0.33% | 105 | -7,777 | -8.67% | Q3 2025 | Oct 20, 2025 |
| IFP Advisors, Inc | History | Reduced | 81,441 | 1,902 | 0.05% | 0.09% | 106 | -49,330 | -37.72% | Q3 2025 | Feb 06, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 80,956 | 1,891 | 0.72% | 0.82% | 107 | -2,132 | -2.57% | Q3 2025 | Nov 04, 2025 |
| Crestmont Private Wealth LLC | History | Reduced | 78,434 | 1,832 | 0.61% | 0.67% | 108 | -647 | -0.82% | Q3 2025 | Nov 13, 2025 |
| Templeton & Phillips Capital Management, LLC | History | No change | 77,443 | 1,809 | 1.3% | 1.31% | 109 | 0 | 0.0% | Q3 2025 | Nov 06, 2025 |
| ASSOCIATED BANC-CORP | History | Added to | 77,140 | 1,802 | 0.05% | 0.05% | 110 | +1,132 | 1.49% | Q3 2025 | Oct 24, 2025 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Added to | 74,079 | 1,730 | 0.11% | 0.09% | 111 | +19,436 | 35.57% | Q3 2025 | Oct 24, 2025 |
| Hughes Financial Services, LLC | History | Added to | 69,230 | 1,613 | 0.26% | 0.2% | 112 | +19,666 | 39.68% | Q3 2025 | Nov 14, 2025 |
| Austin Private Wealth, LLC | History | Reduced | 68,672 | 1,604 | 0.12% | 0.14% | 113 | -7,307 | -9.62% | Q3 2025 | Oct 17, 2025 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 68,063 | 1,585 | 0.13% | 0.13% | 114 | 0 | 0.0% | Q3 2025 | Oct 31, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 67,765 | 1,583 | 0.0% | 0.0% | 115 | +46,656 | 221.02% | Q3 2025 | Nov 14, 2025 |
| True Link Financial Advisors, LLC | History | Reduced | 66,217 | 1,547 | 0.1% | 0.14% | 116 | -23,724 | -26.38% | Q3 2025 | Nov 06, 2025 |
| Kestra Advisory Services, LLC | History | Reduced | 65,076 | 1,520 | 0.01% | 0.02% | 117 | -81,600 | -55.63% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | New | 64,767 | 1,513 | 0.0% | — | 118 | +64,767 | New | Q3 2025 | Nov 14, 2025 |
| Cannon Financial Strategists, Inc. | History | Added to | 62,944 | 1,470 | 0.21% | 0.23% | 119 | +588 | 0.94% | Q3 2025 | Nov 06, 2025 |
| Reliant Wealth Planning | History | Reduced | 61,955 | 1,447 | 0.47% | 0.57% | 120 | -621 | -0.99% | Q3 2025 | Nov 18, 2025 |
| Endowment Wealth Management, Inc. | History | Added to | 60,285 | 1,408 | 0.64% | 0.56% | 121 | +13,384 | 28.54% | Q3 2025 | Nov 06, 2025 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Reduced | 58,997 | 1,378 | 0.78% | 0.89% | 122 | -1,006 | -1.68% | Q3 2025 | Oct 22, 2025 |
| Avantax Planning Partners, Inc. | History | No change | 57,733 | 1,348 | 0.04% | 0.04% | 123 | 0 | 0.0% | Q3 2025 | Oct 31, 2025 |
| 4J Wealth Management LLC | History | Reduced | 52,674 | 1,230 | 0.72% | 0.83% | 124 | -110 | -0.21% | Q3 2025 | Oct 22, 2025 |
| Berger Financial Group, Inc | History | Reduced | 52,234 | 1,220 | 0.07% | 0.1% | 125 | -12,787 | -19.67% | Q3 2025 | Oct 14, 2025 |
| Creative Planning | History | Reduced | 51,597 | 1,205 | 0.0% | 0.0% | 126 | -45,356 | -46.78% | Q3 2025 | Nov 14, 2025 |
| Merit Financial Group, LLC | History | Added to | 51,283 | 1,198 | 0.01% | 0.01% | 127 | +1,648 | 3.32% | Q3 2025 | Nov 07, 2025 |
| EVEXIA WEALTH LLC | History | Added to | 49,795 | 1,160 | 0.35% | 0.34% | 128 | +2,879 | 6.14% | Q3 2025 | Nov 12, 2025 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 48,315 | 1,128 | 0.05% | 0.06% | 129 | -7,624 | -13.63% | Q3 2025 | Nov 12, 2025 |
| Consolidated Portfolio Review Corp | History | Added to | 48,051 | 1,122 | 0.14% | 0.15% | 130 | +2,988 | 6.63% | Q3 2025 | Nov 12, 2025 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 47,174 | 1,102 | 0.01% | 0.02% | 131 | -20,107 | -29.89% | Q3 2025 | Nov 17, 2025 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 46,057 | 1,076 | 0.18% | 0.17% | 132 | +2,916 | 6.76% | Q3 2025 | Oct 27, 2025 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 44,035 | 1,029 | 0.01% | 0.07% | 133 | -273,137 | -86.12% | Q3 2025 | Oct 23, 2025 |
| Tower Research Capital LLC (TRC) | History | Added to | 43,902 | 1,025 | 0.03% | 0.01% | 134 | +25,681 | 140.94% | Q3 2025 | Nov 14, 2025 |
| Stonebridge Financial Group, LLC | History | Reduced | 43,455 | 1,015 | 0.09% | 0.14% | 135 | -19,600 | -31.08% | Q3 2025 | Oct 20, 2025 |
| Cambridge Financial Group, LLC | History | Added to | 43,336 | 1,012 | 0.33% | 0.3% | 136 | +9,254 | 27.15% | Q3 2025 | Oct 06, 2025 |
| Csenge Advisory Group | History | New | 43,185 | 1,009 | 0.05% | — | 137 | +43,185 | New | Q3 2025 | Oct 28, 2025 |
| Knollwood Investment Advisory, LLC | History | No change | 42,900 | 1,002 | 0.09% | 0.1% | 138 | 0 | 0.0% | Q3 2025 | Nov 14, 2025 |
| Montecito Bank & Trust | History | New | 42,706 | 997 | 0.15% | — | 139 | +42,706 | New | Q3 2025 | Oct 07, 2025 |
| Balentine LLC | History | Added to | 42,608 | 995 | 0.04% | 0.04% | 140 | +349 | 0.83% | Q3 2025 | Nov 07, 2025 |
| Horizons Wealth Management | History | Reduced | 41,335 | 965 | 0.66% | 0.69% | 141 | -69 | -0.17% | Q3 2025 | Oct 03, 2025 |
| Wealth Advisory Solutions, LLC | History | Added to | 41,191 | 962 | 0.23% | 0.24% | 142 | +1,411 | 3.55% | Q3 2025 | Oct 27, 2025 |
| BEACON FINANCIAL PLANNING, INC | History | Added to | 40,555 | 947 | 0.49% | 0.53% | 143 | +168 | 0.42% | Q3 2025 | Oct 28, 2025 |
| Modern Wealth Management, LLC | History | Added to | 40,116 | 937 | 0.02% | 0.01% | 144 | +29,058 | 262.78% | Q3 2025 | Nov 12, 2025 |
| Summit Wealth Partners, LLC | History | Reduced | 36,869 | 861 | 0.16% | 0.19% | 145 | -5,532 | -13.05% | Q3 2025 | Oct 21, 2025 |
| Granite Harbor Advisors, Inc. | History | Added to | 35,945 | 839 | 0.35% | 0.39% | 146 | +409 | 1.15% | Q3 2025 | Oct 22, 2025 |
| Foundry Financial Group, Inc. | History | Added to | 35,129 | 820 | 0.43% | 0.46% | 147 | +309 | 0.89% | Q3 2025 | Oct 23, 2025 |
| Prospera Financial Services Inc | History | Reduced | 34,959 | 817 | 0.01% | 0.06% | 148 | -111,682 | -76.16% | Q3 2025 | Nov 06, 2025 |
| BARRETT & COMPANY, INC. | History | Added to | 34,140 | 797 | 0.27% | 0.3% | 149 | +68 | 0.2% | Q3 2025 | Oct 31, 2025 |
| Washington Trust Advisors, Inc. | History | Reduced | 33,687 | 787 | 0.06% | 0.07% | 150 | -2,184 | -6.09% | Q3 2025 | Nov 10, 2025 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 33,258 | 777 | 0.0% | 0.0% | 151 | -11,981 | -26.48% | Q3 2025 | Nov 14, 2025 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 31,632 | 739 | 0.11% | 0.09% | 152 | +7,833 | 32.91% | Q3 2025 | Oct 07, 2025 |
| TWO SIGMA SECURITIES, LLC | History | New | 31,213 | 729 | 0.11% | — | 153 | +31,213 | New | Q3 2025 | Nov 14, 2025 |
| HRT FINANCIAL LP | History | Reduced | 31,223 | 729 | 0.0% | 0.01% | 154 | -23,592 | -43.04% | Q3 2025 | Nov 14, 2025 |
| Leo Wealth, LLC | History | Reduced | 31,193 | 728 | 0.09% | 0.1% | 155 | -22,595 | -42.01% | Q3 2025 | Nov 14, 2025 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 30,754 | 718 | 0.0% | 0.01% | 156 | -20,399 | -39.88% | Q3 2025 | Nov 12, 2025 |
| CIBC WORLD MARKET INC. | History | Reduced | 29,745 | 694 | 0.0% | 0.0% | 157 | -285 | -0.95% | Q3 2025 | Nov 06, 2025 |
| Pure Financial Advisors, LLC | History | Added to | 29,327 | 685 | 0.01% | 0.01% | 158 | +2,865 | 10.83% | Q3 2025 | Oct 20, 2025 |
| CASCADE INVESTMENT GROUP, INC. | History | Added to | 28,647 | 669 | 0.44% | 0.38% | 159 | +5,101 | 21.66% | Q3 2025 | Oct 29, 2025 |
| Seek First Inc. | History | Reduced | 28,461 | 664 | 0.48% | 0.57% | 160 | -1,427 | -4.77% | Q3 2025 | Nov 12, 2025 |
| Savvy Advisors, Inc. | History | Added to | 28,334 | 662 | 0.03% | 0.04% | 161 | +740 | 2.68% | Q3 2025 | Nov 06, 2025 |
| BOSTON FAMILY OFFICE LLC | History | Reduced | 28,188 | 659 | 0.04% | 0.08% | 162 | -20,921 | -42.6% | Q3 2025 | Nov 12, 2025 |
| Modera Wealth Management, LLC | History | Added to | 27,447 | 641 | 0.01% | 0.01% | 163 | +6,440 | 30.66% | Q3 2025 | Oct 31, 2025 |
| BENJAMIN EDWARDS INC | History | Added to | 27,234 | 636 | 0.01% | 0.01% | 164 | +2,210 | 8.83% | Q3 2025 | Oct 23, 2025 |
| Accretive Wealth Partners, LLC | History | Reduced | 27,218 | 635 | 0.19% | 1.21% | 165 | -131,316 | -82.83% | Q3 2025 | Nov 07, 2025 |
| Simplicity Wealth,LLC | History | Added to | 25,980 | 607 | 0.04% | 0.01% | 166 | +17,405 | 202.97% | Q3 2025 | Oct 30, 2025 |
| Straight Path Wealth Management | History | Added to | 25,428 | 594 | 0.16% | 0.18% | 167 | +2,171 | 9.33% | Q3 2025 | Nov 03, 2025 |
| Element Wealth, LLC | History | No change | 24,434 | 570 | 0.25% | 0.26% | 168 | 0 | 0.0% | Q3 2025 | Oct 29, 2025 |
| Stratos Wealth Advisors, LLC | History | Reduced | 24,332 | 568 | 0.03% | 0.97% | 169 | -765,702 | -96.92% | Q3 2025 | Nov 06, 2025 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 24,253 | 566 | 0.0% | 0.0% | 170 | -432 | -1.75% | Q3 2025 | Nov 12, 2025 |
| Koss-Olinger Consulting, LLC | History | No change | 23,917 | 559 | 0.05% | 0.05% | 171 | 0 | 0.0% | Q3 2025 | Oct 20, 2025 |
| DUNCKER STREETT & CO INC | History | Reduced | 23,847 | 557 | 0.1% | 0.11% | 172 | -1,504 | -5.93% | Q3 2025 | Oct 23, 2025 |
| Beacon Pointe Advisors, LLC | History | Reduced | 22,884 | 534 | 0.0% | 0.01% | 173 | -231 | -1.0% | Q3 2025 | Nov 14, 2025 |
| Carrera Capital Advisors | History | Added to | 22,585 | 527 | 0.09% | 0.11% | 174 | +239 | 1.07% | Q3 2025 | Nov 04, 2025 |
| RVW Wealth, LLC | History | Added to | 22,062 | 515 | 0.04% | 0.04% | 175 | +204 | 0.93% | Q3 2025 | Oct 21, 2025 |
| Compass Ion Advisors, LLC | History | Reduced | 21,906 | 511 | 0.05% | 0.06% | 176 | -860 | -3.78% | Q3 2025 | Oct 29, 2025 |
| D.A. DAVIDSON & CO. | History | Reduced | 21,806 | 509 | 0.0% | 0.01% | 177 | -54,706 | -71.5% | Q3 2025 | Oct 22, 2025 |
| Financial Advisory Corp | History | Added to | 21,749 | 508 | 0.07% | 0.07% | 178 | +2,984 | 15.9% | Q3 2025 | Oct 08, 2025 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 21,667 | 506 | 0.03% | 0.05% | 179 | -6,340 | -22.64% | Q3 2025 | Nov 10, 2025 |
| Signature Wealth Management Group | History | Reduced | 21,359 | 499 | 0.19% | 0.25% | 180 | -5,629 | -20.86% | Q3 2025 | Oct 29, 2025 |
| Steele Capital Management, Inc. | History | No change | 21,310 | 497 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q3 2025 | Oct 24, 2025 |
| Cooper Financial Group | History | Reduced | 21,251 | 496 | 0.05% | 0.06% | 182 | -1,406 | -6.21% | Q3 2025 | Oct 07, 2025 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 21,141 | 493 | 0.03% | 0.03% | 183 | +3,701 | 21.22% | Q3 2025 | Oct 21, 2025 |
| Panoramic Capital Partners, LLC | History | Added to | 20,859 | 487 | 0.31% | 0.15% | 184 | +11,810 | 130.51% | Q3 2025 | Oct 17, 2025 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 20,631 | 482 | 0.1% | 0.11% | 185 | +203 | 0.99% | Q3 2025 | Oct 16, 2025 |
| NOVEM GROUP | History | Reduced | 20,613 | 481 | 0.06% | 0.15% | 186 | -29,198 | -58.62% | Q3 2025 | Nov 10, 2025 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 20,617 | 481 | 0.11% | 0.12% | 187 | -860 | -4.0% | Q3 2025 | Nov 24, 2025 |
| Cerity Partners LLC | History | Added to | 20,488 | 478 | 0.0% | 0.0% | 188 | +481 | 2.4% | Q3 2025 | Oct 22, 2025 |
| Flavin Financial Services, Inc. | History | Reduced | 20,317 | 474 | 0.34% | 2.74% | 189 | -100,706 | -83.21% | Q3 2025 | Feb 06, 2026 |
| RFP Financial Group LLC | History | Reduced | 19,909 | 465 | 0.19% | 0.27% | 190 | -7,911 | -28.44% | Q3 2025 | Nov 12, 2025 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 18,494 | 432 | 0.02% | 0.01% | 191 | +9,534 | 106.41% | Q3 2025 | Nov 20, 2025 |
| TABLEAUX LLC | History | Reduced | 18,463 | 431 | 0.17% | 0.27% | 192 | -1,380 | -6.95% | Q3 2025 | Nov 10, 2025 |
| CIBC Private Wealth Group LLC | History | No change | 18,400 | 429 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q3 2025 | Nov 24, 2025 |
| Northstar Group, Inc. | History | No change | 17,760 | 414 | 0.06% | 0.06% | 194 | 0 | 0.0% | Q3 2025 | Oct 22, 2025 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 17,219 | 402 | 0.01% | 0.01% | 195 | -431 | -2.44% | Q3 2025 | Nov 10, 2025 |
| Rossmore Private Capital | History | No change | 16,841 | 393 | 0.04% | 0.05% | 196 | 0 | 0.0% | Q3 2025 | Oct 30, 2025 |
| Essex Bank | History | No change | 16,841 | 393 | 0.09% | 0.09% | 197 | 0 | 0.0% | Q3 2025 | Nov 04, 2025 |
| Savant Capital, LLC | History | Added to | 16,667 | 389 | 0.0% | 0.0% | 198 | +1,970 | 13.4% | Q3 2025 | Mar 04, 2026 |
| World Investment Advisors | History | Reduced | 16,606 | 387 | 0.01% | 0.01% | 199 | -128 | -0.76% | Q3 2025 | Oct 15, 2025 |
| CFS Investment Advisory Services, LLC | History | Reduced | 16,468 | 384 | 0.03% | 0.03% | 200 | -437 | -2.59% | Q3 2025 | Oct 31, 2025 |
| Crews Bank & Trust | History | Reduced | 16,275 | 380 | 0.06% | 0.07% | 201 | -1,715 | -9.53% | Q3 2025 | Oct 22, 2025 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 16,088 | 375 | 0.03% | 0.17% | 202 | -71,602 | -81.65% | Q3 2025 | Oct 21, 2025 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 15,854 | 370 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q3 2025 | Nov 07, 2025 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 15,823 | 369 | 0.0% | 0.0% | 204 | +896 | 6.0% | Q3 2025 | Nov 14, 2025 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 15,638 | 365 | 0.01% | — | 205 | +15,638 | New | Q3 2025 | Nov 03, 2025 |
| Visionary Wealth Advisors | History | Added to | 15,500 | 362 | 0.02% | 0.01% | 206 | +3,709 | 31.46% | Q3 2025 | Nov 13, 2025 |
| Farther Finance Advisors, LLC | History | Added to | 15,222 | 355 | 0.01% | 0.01% | 207 | +4,471 | 41.59% | Q3 2025 | Oct 14, 2025 |
| Kestra Investment Management, LLC | History | Reduced | 14,893 | 347 | 0.01% | 0.02% | 208 | -14,718 | -49.7% | Q3 2025 | Nov 17, 2025 |
| Geneos Wealth Management Inc. | History | Reduced | 14,542 | 339 | 0.01% | 0.01% | 210 | -6,350 | -30.39% | Q3 2025 | Oct 22, 2025 |
| Madden Advisory Services, Inc. | History | Added to | 14,544 | 339 | 0.13% | 0.14% | 209 | +653 | 4.7% | Q3 2025 | Oct 24, 2025 |
| Jupiter Wealth Management LLC | History | No change | 14,300 | 334 | 0.16% | 0.17% | 211 | 0 | 0.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 14,157 | 330 | 0.01% | 0.01% | 212 | -5,991 | -29.73% | Q3 2025 | Nov 12, 2025 |
| StoneX Group Inc. | History | New | 14,105 | 329 | 0.01% | — | 213 | +14,105 | New | Q3 2025 | Nov 14, 2025 |
| MAIRS & POWER INC | History | Reduced | 11,000 | 324 | 0.0% | 0.0% | 214 | -2,886 | -20.78% | Q3 2025 | Nov 14, 2025 |
| Dorsey & Whitney Trust CO LLC | History | No change | 13,886 | 324 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q3 2025 | Nov 13, 2025 |
| Snowden Capital Advisors LLC | History | No change | 13,789 | 322 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q3 2025 | Nov 14, 2025 |
| Koshinski Asset Management, Inc. | History | Reduced | 13,694 | 319 | 0.02% | 0.03% | 217 | -1,259 | -8.42% | Q3 2025 | Nov 10, 2025 |
| Blake Schutter Theil Wealth Advisors, LLC | History | No change | 13,631 | 318 | 0.31% | 0.36% | 218 | 0 | 0.0% | Q3 2025 | Nov 04, 2025 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Added to | 13,033 | 304 | 0.11% | 0.13% | 219 | +349 | 2.75% | Q3 2025 | Oct 23, 2025 |
| Americana Partners, LLC | History | Reduced | 12,485 | 291 | 0.01% | 0.01% | 220 | -151 | -1.19% | Q3 2025 | Oct 29, 2025 |
| MONECO Advisors, LLC | History | No change | 12,304 | 287 | 0.02% | 0.03% | 221 | 0 | 0.0% | Q3 2025 | Nov 05, 2025 |
| Prosperity Planning, Inc. | History | No change | 11,955 | 279 | 0.08% | 0.08% | 222 | 0 | 0.0% | Q3 2025 | Oct 09, 2025 |
| McLean Asset Management Corp | History | New | 11,765 | 274 | 0.06% | — | 223 | +11,765 | New | Q3 2025 | Oct 07, 2025 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | No change | 11,720 | 273 | 0.03% | 0.03% | 224 | 0 | 0.0% | Q3 2025 | Oct 21, 2025 |
| Fortis Capital Management LLC | History | Added to | 11,442 | 267 | 0.04% | 0.04% | 225 | +67 | 0.59% | Q3 2025 | Nov 10, 2025 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 11,418 | 266 | 0.04% | 0.04% | 226 | +121 | 1.07% | Q3 2025 | Oct 31, 2025 |
| Willis Johnson & Associates, Inc. | History | Added to | 11,370 | 265 | 0.02% | 0.02% | 228 | +1,192 | 11.71% | Q3 2025 | Nov 06, 2025 |
| Resonant Capital Advisors, LLC | History | No change | 11,371 | 265 | 0.02% | 0.02% | 227 | 0 | 0.0% | Q3 2025 | Oct 29, 2025 |
| American Trust | History | No change | 11,328 | 264 | 0.02% | 0.02% | 229 | 0 | 0.0% | Q3 2025 | Nov 17, 2025 |
| Prime Capital Investment Advisors, LLC | History | Added to | 11,256 | 262 | 0.0% | 0.0% | 230 | +1,433 | 14.59% | Q3 2025 | Nov 05, 2025 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 11,189 | 261 | 0.0% | 0.09% | 231 | -219,992 | -95.16% | Q3 2025 | Nov 19, 2025 |
| Black Cypress Capital Management, LLC | History | Added to | 11,096 | 259 | 0.19% | 0.18% | 232 | +1,800 | 19.36% | Q3 2025 | Nov 13, 2025 |
| Flagship Private Wealth, LLC | History | Added to | 11,029 | 257 | 0.1% | 0.11% | 233 | +112 | 1.03% | Q3 2025 | Nov 03, 2025 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 10,964 | 256 | 0.14% | 0.17% | 234 | +116 | 1.07% | Q3 2025 | Nov 03, 2025 |
| Empower Advisory Group, LLC | History | No change | 10,773 | 251 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q3 2025 | Nov 14, 2025 |
| WORLD EQUITY GROUP, INC. | History | New | 10,727 | 250 | 0.06% | — | 236 | +10,727 | New | Q3 2025 | Oct 24, 2025 |
| Laurel Wealth Advisors LLC | History | Reduced | 10,615 | 248 | 0.03% | 0.04% | 237 | -100 | -0.93% | Q3 2025 | Nov 12, 2025 |
| Journey Advisory Group, LLC | History | No change | 10,550 | 246 | 0.02% | 0.02% | 238 | 0 | 0.0% | Q3 2025 | Nov 10, 2025 |
| Princeton Global Asset Management LLC | History | Added to | 10,470 | 244 | 0.04% | 0.04% | 239 | +9 | 0.09% | Q3 2025 | Oct 09, 2025 |
| HAMEL ASSOCIATES, INC. | History | Added to | 10,415 | 243 | 0.07% | 0.08% | 240 | +417 | 4.17% | Q3 2025 | Nov 12, 2025 |
| Sigma Planning Corp | History | Reduced | 10,277 | 240 | 0.01% | 0.01% | 241 | -173 | -1.66% | Q3 2025 | Nov 10, 2025 |
| AllSquare Wealth Management LLC | History | New | 10,004 | 233 | 0.12% | — | 242 | +10,004 | New | Q3 2025 | Jan 12, 2026 |
| Beaumont Asset Management, L.L.C. | History | No change | 10,000 | 233 | 0.12% | 0.13% | 243 | 0 | 0.0% | Q3 2025 | Oct 29, 2025 |
| Diversify Advisory Services, LLC | History | No change | 10,000 | 232 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q3 2025 | Nov 13, 2025 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | History | Added to | 9,893 | 231 | 0.01% | 0.01% | 245 | +6 | 0.06% | Q3 2025 | Nov 10, 2025 |
| Physician Wealth Advisors, Inc. | History | Added to | 9,821 | 229 | 0.03% | 0.04% | 246 | +38 | 0.39% | Q3 2025 | Nov 04, 2025 |
| Advisory Services Network, LLC | History | Added to | 9,534 | 222 | 0.0% | 0.0% | 247 | +1 | 0.01% | Q3 2025 | Nov 18, 2025 |
| Advance Capital Management, Inc. | History | Added to | 9,435 | 220 | 0.01% | 0.01% | 248 | +100 | 1.07% | Q3 2025 | Oct 10, 2025 |
| Portland Financial Advisors Inc | History | No change | 9,279 | 216 | 0.46% | 0.52% | 249 | 0 | 0.0% | Q3 2025 | Oct 28, 2025 |
| Autumn Glory Partners, LLC | History | Added to | 9,100 | 212 | 0.09% | 0.1% | 251 | +343 | 3.92% | Q3 2025 | Oct 22, 2025 |
| Mascoma Wealth Management LLC | History | No change | 9,076 | 212 | 0.05% | 0.05% | 250 | 0 | 0.0% | Q3 2025 | Oct 28, 2025 |
| Guidance Point Advisors, LLC | History | New | 8,966 | 209 | 0.05% | — | 252 | +8,966 | New | Q3 2025 | Oct 23, 2025 |
| MGO ONE SEVEN LLC | History | New | 8,863 | 207 | 0.0% | — | 253 | +8,863 | New | Q3 2025 | Oct 24, 2025 |
| ALTERNA WEALTH MANAGEMENT, INC | History | No change | 8,865 | 207 | 0.17% | 0.17% | 254 | 0 | 0.0% | Q3 2025 | Oct 17, 2025 |
| BURLING WEALTH PARTNERS, LLC | History | New | 8,776 | 205 | 0.03% | — | 255 | +8,776 | New | Q3 2025 | Nov 07, 2025 |
| 49 WEALTH MANAGEMENT, LLC | History | Reduced | 8,722 | 203 | 0.02% | 0.58% | 257 | -225,507 | -96.28% | Q3 2025 | Nov 12, 2025 |
| COMERICA BANK | History | Reduced | 8,689 | 203 | 0.0% | 0.0% | 256 | -1,335 | -13.32% | Q3 2025 | Nov 14, 2025 |
| Accurate Wealth Management, LLC | History | New | 8,628 | 201 | 0.03% | — | 258 | +8,628 | New | Q3 2025 | Oct 20, 2025 |
| McCarthy & Cox | History | Added to | 8,620 | 201 | 0.05% | 0.05% | 259 | +26 | 0.3% | Q3 2025 | Oct 14, 2025 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 8,580 | 200 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q3 2025 | Nov 07, 2025 |
| Costello Asset Management, INC | History | Reduced | 8,132 | 189 | 0.06% | 0.15% | 261 | -8,792 | -51.95% | Q3 2025 | Nov 06, 2025 |
| Pinnacle Bancorp, Inc. | History | Reduced | 7,550 | 176 | 0.05% | 0.16% | 262 | -14,928 | -66.41% | Q3 2025 | Oct 24, 2025 |
| AE Wealth Management LLC | History | Added to | 7,479 | 174 | 0.0% | 0.0% | 263 | +332 | 4.65% | Q3 2025 | Nov 03, 2025 |
| OLD POINT TRUST & FINANCIAL SERVICES N A | History | New | 6,800 | 158 | 0.05% | — | 264 | +6,800 | New | Q3 2025 | Oct 08, 2025 |
| ASSETMARK, INC | History | New | 6,146 | 143 | 0.0% | — | 265 | +6,146 | New | Q3 2025 | Nov 06, 2025 |
| CNB Bank | History | New | 6,075 | 141 | 0.06% | — | 266 | +6,075 | New | Q3 2025 | Oct 30, 2025 |
| JPMORGAN CHASE & CO | History | Added to | 5,419 | 126 | 0.0% | 0.0% | 267 | +753 | 16.14% | Q3 2025 | Nov 26, 2025 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 5,410 | 126 | 0.0% | 0.0% | 268 | +55 | 1.03% | Q3 2025 | Nov 12, 2025 |
| TD Capital Management LLC | History | Added to | 4,907 | 114 | 0.01% | 0.01% | 269 | +51 | 1.05% | Q3 2025 | Nov 24, 2025 |
| PRIVATE TRUST CO NA | History | Reduced | 4,295 | 100 | 0.01% | 0.02% | 270 | -4,910 | -53.34% | Q3 2025 | Oct 15, 2025 |
| AlphaCore Capital LLC | History | Added to | 3,447 | 80 | 0.0% | 0.0% | 271 | +1 | 0.03% | Q3 2025 | Nov 12, 2025 |
| Bank of Jackson Hole Trust | History | No change | 2,891 | 67 | 0.03% | 0.04% | 272 | 0 | 0.0% | Q3 2025 | Oct 31, 2025 |
| Bogart Wealth, LLC | History | Reduced | 2,755 | 64 | 0.0% | 0.0% | 273 | -140 | -4.84% | Q3 2025 | Oct 27, 2025 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 2,500 | 58 | 0.0% | 0.01% | 274 | 0 | 0.0% | Q3 2025 | Oct 27, 2025 |
| Hara Capital LLC | History | Reduced | 2,094 | 48 | 0.03% | 0.06% | 276 | -1,719 | -45.08% | Q3 2025 | Oct 30, 2025 |
| Spire Wealth Management | History | Added to | 2,072 | 48 | 0.0% | 0.0% | 275 | +647 | 45.4% | Q3 2025 | Oct 23, 2025 |
| EASTERN BANK | History | No change | 1,971 | 46 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q3 2025 | Oct 27, 2025 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,611 | 37 | 0.0% | 0.0% | 278 | -62,769 | -97.5% | Q3 2025 | Nov 13, 2025 |
| First Command Advisory Services, Inc. | History | New | 1,422 | 33 | 0.0% | — | 279 | +1,422 | New | Q3 2025 | Oct 31, 2025 |
| Atlantic Union Bankshares Corp | History | New | 1,045 | 24 | 0.0% | — | 280 | +1,045 | New | Q3 2025 | Nov 04, 2025 |
| Robbins Farley | History | No change | 858 | 20 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q3 2025 | Oct 15, 2025 |
| BankPlus Trust Department | History | No change | 865 | 20 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q3 2025 | Oct 17, 2025 |
| Kennebec Savings Bank | History | No change | 849 | 19 | 0.02% | 0.02% | 283 | 0 | 0.0% | Q3 2025 | Oct 09, 2025 |
| First PREMIER Bank | History | No change | 716 | 17 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q3 2025 | Oct 15, 2025 |
| AdvisorNet Financial, Inc | History | Added to | 650 | 15 | 0.0% | 0.0% | 286 | +7 | 1.09% | Q3 2025 | Oct 09, 2025 |
| US BANCORP \DE\ | History | No change | 650 | 15 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q3 2025 | Nov 12, 2025 |
| FMR LLC | History | Reduced | 637 | 14 | 0.0% | 0.0% | 287 | -234 | -26.87% | Q3 2025 | Nov 13, 2025 |
| FRANKLIN RESOURCES INC | History | No change | 440 | 10 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q3 2025 | Nov 13, 2025 |
| Breakwater Investment Management | History | No change | 387 | 9 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q3 2025 | Oct 03, 2025 |
| Stephens Consulting, LLC | History | Added to | 277 | 6 | 0.0% | 0.0% | 291 | +3 | 1.09% | Q3 2025 | Oct 15, 2025 |
| Financial Management Professionals, Inc. | History | No change | 285 | 6 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q3 2025 | Oct 15, 2025 |
| Aptus Capital Advisors, LLC | History | New | 191 | 4 | 0.0% | — | 292 | +191 | New | Q3 2025 | Nov 12, 2025 |
| Clearstead Advisors, LLC | History | New | 164 | 3 | 0.0% | — | 293 | +164 | New | Q3 2025 | Nov 10, 2025 |
| Blue Trust, Inc. | History | No change | 91 | 2 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q3 2025 | Oct 16, 2025 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.42% | — | -1,061,348 | -100.0% | Q2 2025 | Jul 21, 2025 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -580,493 | -100.0% | Q2 2025 | Nov 21, 2025 |
| Regal Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.4% | — | -229,726 | -100.0% | Q2 2025 | Aug 11, 2025 |
| Atlantic Private Wealth, LLC | History | Closed out | 0 | 0 | — | 2.46% | — | -156,985 | -100.0% | Q2 2025 | Aug 11, 2025 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | 0.01% | — | -91,485 | -100.0% | Q2 2025 | Aug 07, 2025 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -79,962 | -100.0% | Q2 2025 | Aug 27, 2025 |
| Black Swift Group, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -33,750 | -100.0% | Q2 2025 | Aug 06, 2025 |
| Focused Wealth Management, Inc | History | Closed out | 0 | 0 | — | 0.1% | — | -33,605 | -100.0% | Q2 2025 | Jul 15, 2025 |
| Sovereign Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.13% | — | -27,884 | -100.0% | Q2 2025 | Jul 25, 2025 |
| Carmel Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -14,000 | -100.0% | Q2 2025 | Jul 29, 2025 |
| SoundView Advisors Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -10,320 | -100.0% | Q2 2025 | Jul 31, 2025 |
| REGIONS FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,241 | -100.0% | Q2 2025 | Jul 29, 2025 |
| Precision Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -9,712 | -100.0% | Q2 2025 | Jul 18, 2025 |
| Sowell Financial Services LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,200 | -100.0% | Q2 2025 | Jul 14, 2025 |
| STAR Financial Bank | History | Closed out | 0 | 0 | — | 0.13% | — | -9,046 | -100.0% | Q2 2025 | Aug 14, 2025 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,680 | -100.0% | Q2 2025 | Sep 26, 2025 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,955 | -100.0% | Q2 2025 | Aug 13, 2025 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -867 | -100.0% | Q2 2025 | Aug 11, 2025 |
| BLAIR WILLIAM & CO/IL | History | Closed out | 0 | 0 | — | 0.0% | — | -831 | -100.0% | Q2 2025 | Jul 24, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -166 | -100.0% | Q2 2025 | Jul 21, 2025 |
| Nemes Rush Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -57 | -100.0% | Q2 2025 | Aug 12, 2025 |
| Strategic Wealth Investment Group, LLC | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q2 2025 | Aug 14, 2025 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q2 2025 | Aug 11, 2025 |
| Aventura Private Wealth, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Jan 07, 2026 |