iSHARES TRUST - AOA
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Align Financial, LLC | History | New | 69,728 | 69,728 | 0.04% | — | 1 | +69,728 | New | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 553,823 | 49,600 | 0.09% | 0.09% | 2 | +9,563 | 1.76% | Q4 2025 | Mar 16, 2026 |
| LPL Financial LLC | History | Added to | 266,415 | 23,860 | 0.01% | 0.01% | 3 | +67,385 | 33.86% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 246,388 | 22,066 | 0.0% | 0.0% | 4 | +92,657 | 60.27% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Reduced | 239,820 | 21,478 | 0.04% | 0.05% | 5 | -3,236 | -1.33% | Q4 2025 | Jan 23, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 191,963 | 17,192 | 8.91% | 7.51% | 6 | +39,170 | 25.64% | Q4 2025 | Jan 29, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 179,907 | 16,112 | 0.21% | 0.19% | 7 | +28,223 | 18.61% | Q4 2025 | Feb 10, 2026 |
| Ellenbecker Investment Group | History | Added to | 177,854 | 15,928 | 2.23% | 1.89% | 8 | +32,149 | 22.06% | Q4 2025 | Jan 30, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 154,902 | 13,873 | 0.28% | 0.24% | 9 | -106 | -0.07% | Q4 2025 | Feb 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 151,751 | 13,591 | 0.04% | 0.04% | 10 | -2,056 | -1.34% | Q4 2025 | Feb 05, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 148,595 | 13,308 | 0.01% | 0.0% | 11 | +118,978 | 401.72% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 140,830 | 12,612 | 0.0% | 0.0% | 12 | +103,943 | 281.79% | Q4 2025 | Feb 18, 2026 |
| MORGAN STANLEY | History | Added to | 140,004 | 12,538 | 0.0% | 0.0% | 13 | +13,267 | 10.47% | Q4 2025 | Feb 13, 2026 |
| Waverly Advisors, LLC | History | Reduced | 134,439 | 12,040 | 0.1% | 0.13% | 14 | -11,950 | -8.16% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 125,633 | 11,251 | 0.0% | 0.0% | 15 | +3,048 | 2.49% | Q4 2025 | Feb 17, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Reduced | 124,824 | 11,179 | 0.69% | 0.74% | 16 | -6,781 | -5.15% | Q4 2025 | Feb 12, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Added to | 107,306 | 9,610 | 1.13% | 1.13% | 17 | +758 | 0.71% | Q4 2025 | Feb 03, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 103,451 | 9,265 | 0.04% | 0.02% | 18 | +46,526 | 81.73% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 96,311 | 8,674 | 0.02% | 0.02% | 19 | +6,248 | 6.94% | Q4 2025 | Feb 05, 2026 |
| CX Institutional | History | Added to | 94,420 | 8,456 | 0.25% | 0.25% | 20 | +559 | 0.6% | Q4 2025 | Feb 02, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 92,254 | 8,262 | 0.1% | 0.11% | 21 | -559 | -0.6% | Q4 2025 | Jan 29, 2026 |
| Western Wealth Management, LLC | History | Added to | 77,824 | 6,969 | 0.32% | 0.02% | 22 | +72,858 | 1467.14% | Q4 2025 | Feb 05, 2026 |
| Legacy Financial Group LLC | History | Added to | 75,053 | 6,889 | 0.85% | 0.85% | 23 | +1,693 | 2.31% | Q4 2025 | Feb 05, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 75,455 | 6,757 | 0.3% | 0.31% | 24 | +4,576 | 6.46% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 72,298 | 6,474 | 0.01% | 0.01% | 25 | -16,323 | -18.42% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 68,763 | 6,162 | 0.01% | 0.01% | 26 | +6,642 | 10.69% | Q4 2025 | Feb 17, 2026 |
| Consilium Wealth Advisory, LLC | History | Added to | 67,580 | 6,052 | 2.23% | 2.22% | 27 | +2,258 | 3.46% | Q4 2025 | Jan 26, 2026 |
| Cetera Investment Advisers | History | Reduced | 63,713 | 5,706 | 0.01% | 0.01% | 28 | -73,826 | -53.68% | Q4 2025 | Feb 17, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 63,439 | 5,681 | 0.79% | 0.92% | 29 | -7,509 | -10.58% | Q4 2025 | Jan 06, 2026 |
| GeoWealth Management, LLC | History | Reduced | 62,412 | 5,589 | 0.21% | 0.23% | 30 | -10,586 | -14.5% | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 61,968 | 5,549 | 0.07% | 0.07% | 31 | -34 | -0.05% | Q4 2025 | Feb 09, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 61,130 | 5,474 | 0.54% | 0.56% | 32 | -782 | -1.26% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 57,246 | 5,126 | 0.1% | 0.11% | 33 | +81 | 0.14% | Q4 2025 | Feb 09, 2026 |
| Legacy Wealth Partners, LLC | History | New | 56,339 | 5,045 | 1.31% | — | 34 | +56,339 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 52,025 | 4,659 | 0.0% | 0.0% | 35 | -7,395 | -12.45% | Q4 2025 | Feb 11, 2026 |
| Fort Henry Capital, LLC | History | Added to | 48,036 | 4,302 | 2.64% | 2.6% | 36 | +1,623 | 3.5% | Q4 2025 | Jan 23, 2026 |
| UBS Group AG | History | Added to | 47,001 | 4,209 | 0.0% | 0.0% | 37 | +188 | 0.4% | Q4 2025 | Jan 29, 2026 |
| Weaver Consulting Group | History | Added to | 45,455 | 4,070 | 1.0% | 0.94% | 38 | +3,668 | 8.78% | Q4 2025 | Feb 10, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 43,884 | 3,930 | 0.07% | 0.08% | 39 | -102 | -0.23% | Q4 2025 | Jan 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 42,169 | 3,836 | 0.01% | 0.01% | 40 | -1,664 | -3.8% | Q4 2025 | Jan 08, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 42,774 | 3,830 | 0.12% | 0.13% | 41 | -905 | -2.07% | Q4 2025 | Jan 20, 2026 |
| Mutual Advisors, LLC | History | Added to | 38,206 | 3,421 | 0.07% | 0.07% | 42 | +2,166 | 6.01% | Q4 2025 | Feb 02, 2026 |
| Canal Capital Management, LLC | History | Reduced | 36,399 | 3,259 | 0.46% | 0.48% | 43 | -180 | -0.49% | Q4 2025 | Jan 06, 2026 |
| Westmount Partners, LLC | History | Reduced | 36,360 | 3,256 | 0.81% | 0.88% | 44 | -2,015 | -5.25% | Q4 2025 | Jan 15, 2026 |
| HANOVER ADVISORS INC | History | Added to | 36,181 | 3,240 | 1.26% | 0.11% | 45 | +33,025 | 1046.42% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 36,045 | 3,228 | 0.01% | 0.01% | 46 | +2,203 | 6.51% | Q4 2025 | Feb 18, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 35,062 | 3,140 | 0.03% | 0.04% | 47 | +7,723 | 28.25% | Q4 2025 | Jan 23, 2026 |
| Allworth Financial LP | History | New | 33,338 | 2,985 | 0.01% | — | 48 | +33,338 | New | Q4 2025 | Feb 05, 2026 |
| ODonnell Financial Services, LLC | History | Reduced | 31,434 | 2,815 | 0.96% | 1.02% | 49 | -1,247 | -3.82% | Q4 2025 | Jan 29, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Reduced | 30,946 | 2,771 | 0.5% | 0.52% | 50 | -1,889 | -5.75% | Q4 2025 | Jan 16, 2026 |
| Cerity Partners LLC | History | Added to | 30,773 | 2,755 | 0.0% | 0.0% | 51 | +2,726 | 9.72% | Q4 2025 | Feb 11, 2026 |
| RTD Financial Advisors, Inc. | History | Added to | 29,869 | 2,675 | 0.33% | 0.3% | 52 | +1,186 | 4.13% | Q4 2025 | Jan 27, 2026 |
| ROYAL BANK OF CANADA | History | New | 28,926 | 2,590 | 0.0% | — | 53 | +28,926 | New | Q4 2025 | Feb 17, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 28,634 | 2,564 | 0.3% | 0.3% | 54 | -318 | -1.1% | Q4 2025 | Jan 15, 2026 |
| Creative Planning | History | Added to | 28,541 | 2,556 | 0.0% | 0.0% | 55 | +15,188 | 113.74% | Q4 2025 | Feb 17, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | New | 28,503 | 2,552 | 0.08% | — | 56 | +28,503 | New | Q4 2025 | Feb 11, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 28,469 | 2,549 | 0.05% | 0.05% | 57 | -843 | -2.88% | Q4 2025 | Jan 16, 2026 |
| Strategic Blueprint, LLC | History | New | 28,107 | 2,517 | 0.15% | — | 58 | +28,107 | New | Q4 2025 | Jan 30, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 27,624 | 2,474 | 0.28% | 0.26% | 59 | +2,397 | 9.5% | Q4 2025 | Jan 14, 2026 |
| Wealth Forward, LLC | History | Added to | 26,038 | 2,331 | 1.32% | 1.29% | 60 | +786 | 3.11% | Q4 2025 | Jan 30, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 25,937 | 2,322 | 0.91% | 0.94% | 61 | -447 | -1.69% | Q4 2025 | Feb 05, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 25,691 | 2,300 | 0.03% | 0.03% | 62 | -606 | -2.3% | Q4 2025 | Feb 12, 2026 |
| Somnio Financial Group, LLC | History | Added to | 25,537 | 2,287 | 1.51% | 1.49% | 63 | +618 | 2.48% | Q4 2025 | Jan 08, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | Added to | 2,194,162 | 2,223 | 1.0% | 1.06% | 64 | +2 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 24,710 | 2,213 | 0.03% | 0.04% | 65 | -786 | -3.08% | Q4 2025 | Jan 22, 2026 |
| Strategic Advocates LLC | History | Reduced | 24,508 | 2,207 | 0.56% | 0.58% | 66 | -699 | -2.77% | Q4 2025 | Feb 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 23,835 | 2,134 | 0.0% | 0.0% | 67 | +454 | 1.94% | Q4 2025 | Feb 17, 2026 |
| Brookstone Capital Management | History | Added to | 23,622 | 2,115 | 0.02% | 0.02% | 68 | +755 | 3.3% | Q4 2025 | Jan 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 23,226 | 2,080 | 0.07% | 0.05% | 69 | +2,444 | 11.76% | Q4 2025 | Jan 09, 2026 |
| Greystone Financial Group, LLC | History | Reduced | 22,405 | 2,006 | 0.31% | 0.31% | 70 | -443 | -1.94% | Q4 2025 | Jan 27, 2026 |
| Buttonwood Financial Group, LLC | History | Reduced | 21,332 | 1,949 | 1.04% | 0.88% | 71 | -1,737 | -7.53% | Q4 2025 | Jan 13, 2026 |
| Worth Asset Management, LLC | History | Reduced | 21,413 | 1,917 | 0.81% | 0.87% | 72 | -615 | -2.79% | Q4 2025 | Jan 14, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 21,402 | 1,916 | 0.19% | 0.16% | 73 | +4,529 | 26.84% | Q4 2025 | Jan 27, 2026 |
| Corient Private Wealth LLC | History | Added to | 21,345 | 1,911 | 0.0% | 0.0% | 74 | +505 | 2.42% | Q4 2025 | Mar 09, 2026 |
| Visionary Wealth Advisors | History | Added to | 21,162 | 1,895 | 0.09% | 0.08% | 75 | +1,127 | 5.63% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 20,342 | 1,821 | 0.0% | 0.0% | 76 | -1,750 | -7.92% | Q4 2025 | Feb 17, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | Added to | 20,322 | 1,820 | 0.39% | 0.29% | 77 | +697 | 3.55% | Q4 2025 | Feb 17, 2026 |
| Peregrine Asset Advisers, Inc. | History | Reduced | 20,237 | 1,812 | 0.51% | 0.56% | 78 | -822 | -3.9% | Q4 2025 | Feb 02, 2026 |
| Syverson Strege & Co | History | Reduced | 20,088 | 1,799 | 0.43% | 0.46% | 79 | -1,690 | -7.76% | Q4 2025 | Feb 09, 2026 |
| HighTower Advisors, LLC | History | Added to | 20,076 | 1,797 | 0.0% | 0.0% | 80 | +4,168 | 26.2% | Q4 2025 | Feb 06, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 19,310 | 1,729 | 0.08% | 0.08% | 81 | -748 | -3.73% | Q4 2025 | Jan 22, 2026 |
| CGN Advisors LLC | History | Added to | 19,190 | 1,718 | 0.14% | 0.14% | 82 | +71 | 0.37% | Q4 2025 | Jan 05, 2026 |
| Moss Adams Wealth Advisors LLC | History | Reduced | 18,929 | 1,695 | 0.12% | 0.13% | 83 | -102 | -0.54% | Q4 2025 | Jan 26, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 18,807 | 1,684 | 0.24% | 0.26% | 84 | -974 | -4.92% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 18,213 | 1,631 | 0.0% | 0.0% | 85 | +1,518 | 9.09% | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 16,634 | 1,489 | 0.01% | 0.01% | 86 | -529 | -3.08% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 16,608 | 1,487 | 0.01% | 0.01% | 87 | +85 | 0.51% | Q4 2025 | Feb 17, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 16,363 | 1,465 | 0.44% | 0.25% | 88 | +7,181 | 78.21% | Q4 2025 | Jan 28, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 16,320 | 1,461 | 0.23% | 0.87% | 89 | -43,295 | -72.62% | Q4 2025 | Jan 14, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 16,293 | 1,459 | 0.01% | 0.01% | 90 | +161 | 1.0% | Q4 2025 | Feb 13, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 16,251 | 1,455 | 0.27% | 0.25% | 91 | +270 | 1.69% | Q4 2025 | Jan 27, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 16,069 | 1,439 | 0.33% | 0.32% | 92 | +426 | 2.72% | Q4 2025 | Jan 16, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 15,657 | 1,402 | 0.1% | 0.11% | 93 | -1,438 | -8.41% | Q4 2025 | Feb 10, 2026 |
| MOR Wealth Management, LLC | History | New | 15,494 | 1,387 | 0.63% | — | 94 | +15,494 | New | Q4 2025 | Jan 15, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 15,446 | 1,383 | 0.24% | 0.09% | 95 | +9,988 | 183.0% | Q4 2025 | Jan 07, 2026 |
| Advisory Services Network, LLC | History | Added to | 15,325 | 1,372 | 0.02% | 0.01% | 96 | +6,861 | 81.06% | Q4 2025 | Feb 17, 2026 |
| Saxony Capital Management, LLC | History | Added to | 15,011 | 1,344 | 0.82% | 0.86% | 97 | +219 | 1.48% | Q4 2025 | Jan 15, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Added to | 14,827 | 1,327 | 0.49% | 0.48% | 98 | +412 | 2.86% | Q4 2025 | Feb 17, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 14,742 | 1,320 | 0.15% | 0.14% | 99 | +1,117 | 8.2% | Q4 2025 | Feb 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 14,727 | 1,318 | 0.01% | 0.01% | 100 | +265 | 1.83% | Q4 2025 | Feb 17, 2026 |
| Worth Financial Advisory Group, LLC | History | Added to | 14,547 | 1,302 | 0.63% | 0.71% | 101 | +205 | 1.43% | Q4 2025 | Jan 16, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 14,375 | 1,287 | 0.02% | 0.02% | 102 | +172 | 1.21% | Q4 2025 | Jan 07, 2026 |
| Prentice Wealth Management LLC | History | Added to | 14,306 | 1,281 | 0.29% | 0.26% | 103 | +2,217 | 18.34% | Q4 2025 | Jan 30, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 14,009 | 1,254 | 0.02% | 0.03% | 104 | -115 | -0.81% | Q4 2025 | Jan 28, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | Added to | 13,417 | 1,201 | 0.51% | 0.51% | 105 | +127 | 0.96% | Q4 2025 | Feb 05, 2026 |
| Rothschild Wealth LLC | History | Added to | 13,355 | 1,196 | 0.11% | 0.19% | 106 | +3,438 | 34.67% | Q4 2025 | Feb 17, 2026 |
| ASPIRIANT, LLC | History | Added to | 13,227 | 1,184 | 0.03% | 0.03% | 107 | +409 | 3.19% | Q4 2025 | Jan 20, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Added to | 12,561 | 1,150 | 0.08% | 0.09% | 108 | +39 | 0.31% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 12,605 | 1,128 | 0.01% | 0.01% | 109 | +303 | 2.46% | Q4 2025 | Jan 20, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 12,134 | 1,121 | 0.17% | 0.21% | 110 | -2,353 | -16.24% | Q4 2025 | Feb 02, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 12,478 | 1,117 | 0.12% | 0.12% | 111 | +255 | 2.09% | Q4 2025 | Feb 06, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | New | 11,979 | 1,072 | 0.53% | — | 112 | +11,979 | New | Q4 2025 | Feb 25, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 11,671 | 1,045 | 0.01% | 0.02% | 113 | +236 | 2.06% | Q4 2025 | Jan 29, 2026 |
| Focus Partners Wealth | History | Reduced | 11,639 | 1,042 | 0.0% | 0.0% | 114 | -333 | -2.78% | Q4 2025 | Feb 13, 2026 |
| Mason Investment Advisory Services, Inc. | History | Added to | 11,456 | 1,025 | 0.05% | 0.03% | 115 | +5,500 | 92.34% | Q4 2025 | Feb 12, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 11,289 | 1,011 | 0.05% | 0.05% | 116 | +80 | 0.71% | Q4 2025 | Jan 14, 2026 |
| Diversified Trust Co | History | Added to | 11,027 | 987 | 0.02% | 0.02% | 117 | +513 | 4.88% | Q4 2025 | Jan 09, 2026 |
| High Falls Advisors, Inc | History | Reduced | 11,013 | 986 | 0.2% | 0.21% | 118 | -506 | -4.39% | Q4 2025 | Feb 18, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 10,824 | 969 | 0.27% | 0.25% | 119 | -1,517 | -12.29% | Q4 2025 | Jan 12, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 10,569 | 946 | 0.08% | 0.08% | 120 | +668 | 6.75% | Q4 2025 | Jan 21, 2026 |
| Savant Capital, LLC | History | Reduced | 10,552 | 945 | 0.01% | 0.01% | 121 | -15,190 | -59.01% | Q4 2025 | Feb 10, 2026 |
| ABLE Financial Group, LLC | History | Added to | 10,345 | 926 | 0.19% | 0.16% | 122 | +1,704 | 19.72% | Q4 2025 | Jan 23, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 10,219 | 915 | 0.09% | 0.09% | 123 | -219 | -2.1% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 10,162 | 910 | 0.0% | 0.01% | 125 | -297 | -2.84% | Q4 2025 | Feb 12, 2026 |
| BCWM, LLC | History | Reduced | 10,165 | 910 | 0.27% | 0.27% | 124 | -176 | -1.7% | Q4 2025 | Feb 11, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 10,103 | 904 | 0.36% | 0.29% | 126 | +2,596 | 34.58% | Q4 2025 | Feb 02, 2026 |
| Motley Fool Wealth Management, LLC | History | New | 9,917 | 888 | 0.07% | — | 127 | +9,917 | New | Q4 2025 | Feb 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 9,883 | 885 | 0.03% | 0.03% | 128 | +121 | 1.24% | Q4 2025 | Feb 06, 2026 |
| One Capital Management, LLC | History | Added to | 9,863 | 883 | 0.03% | 0.02% | 129 | +2,782 | 39.29% | Q4 2025 | Feb 10, 2026 |
| Lido Advisors, LLC | History | Added to | 9,935 | 876 | 0.0% | 0.0% | 130 | +161 | 1.65% | Q4 2025 | Feb 10, 2026 |
| GEN Financial Management, INC. | History | Added to | 9,714 | 869 | 0.55% | 0.61% | 131 | +1,705 | 21.29% | Q4 2025 | Jan 15, 2026 |
| Maia Wealth LLC | History | Reduced | 9,349 | 863 | 0.15% | 0.17% | 132 | -1,788 | -16.05% | Q4 2025 | Feb 17, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 9,584 | 858 | 0.13% | 0.13% | 133 | -229 | -2.33% | Q4 2025 | Feb 11, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 9,572 | 857 | 0.07% | 0.07% | 134 | -153 | -1.57% | Q4 2025 | Jan 23, 2026 |
| MPS Loria Financial Planners, LLC | History | Added to | 9,310 | 833 | 0.21% | 0.2% | 135 | +670 | 7.75% | Q4 2025 | Feb 03, 2026 |
| KICKSTAND VENTURES, LLC. | History | No change | 9,297 | 832 | 0.18% | 0.18% | 136 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 9,207 | 824 | 0.02% | 0.02% | 137 | -2,209 | -19.35% | Q4 2025 | Feb 05, 2026 |
| FMR LLC | History | Added to | 9,062 | 811 | 0.0% | 0.0% | 138 | +1,762 | 24.14% | Q4 2025 | Feb 17, 2026 |
| Boston Standard Wealth Management, LLC | History | Added to | 9,024 | 808 | 0.13% | 0.13% | 139 | +361 | 4.17% | Q4 2025 | Jan 07, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 8,676 | 777 | 0.02% | 0.03% | 140 | -1,904 | -18.0% | Q4 2025 | Jan 06, 2026 |
| Wealthquest Corp | History | New | 8,544 | 765 | 0.06% | — | 141 | +8,544 | New | Q4 2025 | Feb 09, 2026 |
| Berman McAleer LLC | History | Added to | 8,377 | 750 | 0.1% | 0.06% | 142 | +3,872 | 85.95% | Q4 2025 | Feb 05, 2026 |
| Mullooly Asset Management, Inc. | History | Added to | 8,330 | 746 | 0.27% | 0.27% | 143 | +221 | 2.73% | Q4 2025 | Feb 06, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 8,308 | 744 | 0.02% | 0.02% | 144 | -695 | -7.72% | Q4 2025 | Feb 03, 2026 |
| Plan Group Financial, LLC | History | Reduced | 8,252 | 739 | 0.19% | 0.31% | 145 | -4,729 | -36.43% | Q4 2025 | Feb 03, 2026 |
| Fidato Wealth LLC | History | Added to | 8,125 | 727 | 0.46% | 0.43% | 146 | +663 | 8.89% | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 8,095 | 725 | 0.04% | 0.04% | 148 | -666 | -7.6% | Q4 2025 | Jan 20, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Added to | 8,100 | 725 | 0.04% | 0.04% | 147 | +605 | 8.07% | Q4 2025 | Feb 13, 2026 |
| Weitzel Financial Services, Inc. | History | Added to | 8,020 | 722 | 0.28% | 0.28% | 149 | +42 | 0.53% | Q4 2025 | Feb 03, 2026 |
| Trivium Point Advisory, LLC | History | Added to | 7,961 | 712 | 0.07% | 0.07% | 150 | +257 | 3.34% | Q4 2025 | Jan 26, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 7,936 | 711 | 0.0% | 0.0% | 151 | +1,713 | 27.53% | Q4 2025 | Feb 11, 2026 |
| Marion Wealth Management | History | Added to | 7,682 | 704 | 0.16% | 0.15% | 153 | +631 | 8.95% | Q4 2025 | Jan 26, 2026 |
| Krilogy Financial LLC | History | Added to | 7,654 | 704 | 0.02% | 0.02% | 152 | +375 | 5.15% | Q4 2025 | Jan 27, 2026 |
| AE Wealth Management LLC | History | Reduced | 7,768 | 695 | 0.0% | 0.0% | 154 | -306 | -3.79% | Q4 2025 | Jan 26, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 7,748 | 693 | 0.02% | 0.03% | 155 | -6 | -0.08% | Q4 2025 | Feb 04, 2026 |
| Orin Green Financial, LLC | History | Added to | 7,717 | 691 | 0.28% | 0.27% | 156 | +53 | 0.69% | Q4 2025 | Feb 06, 2026 |
| Trilogy Capital Inc. | History | Reduced | 7,660 | 686 | 0.03% | 0.03% | 157 | -419 | -5.19% | Q4 2025 | Jan 22, 2026 |
| Courage Miller Partners, LLC | History | Reduced | 7,629 | 683 | 0.21% | 0.2% | 158 | -32 | -0.42% | Q4 2025 | Jan 26, 2026 |
| Mountain Capital Investment Advisors Inc. | History | Reduced | 7,422 | 680 | 0.11% | 0.12% | 159 | -82 | -1.09% | Q4 2025 | Jan 28, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 7,399 | 662 | 0.01% | 0.01% | 160 | +76 | 1.04% | Q4 2025 | Feb 09, 2026 |
| Savvy Advisors, Inc. | History | New | 7,389 | 661 | 0.02% | — | 161 | +7,389 | New | Q4 2025 | Jan 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 7,348 | 658 | 0.0% | 0.0% | 162 | +1,506 | 25.78% | Q4 2025 | Feb 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 7,338 | 657 | 0.0% | 0.0% | 163 | +475 | 6.92% | Q4 2025 | Feb 10, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 7,255 | 649 | 0.0% | 0.0% | 164 | +3,972 | 120.99% | Q4 2025 | Jan 29, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Added to | 7,207 | 645 | 0.31% | 0.3% | 165 | +400 | 5.88% | Q4 2025 | Feb 09, 2026 |
| IFG Advisory, LLC | History | Reduced | 7,149 | 640 | 0.03% | 0.03% | 166 | -243 | -3.29% | Q4 2025 | Feb 10, 2026 |
| MRWM Advisors, LLC | History | Reduced | 6,885 | 616 | 0.33% | 0.37% | 168 | -468 | -6.36% | Q4 2025 | Jan 26, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 6,888 | 616 | 0.0% | 0.01% | 167 | -437 | -5.97% | Q4 2025 | Feb 12, 2026 |
| SimpliFi, Inc. | History | Added to | 6,812 | 610 | 0.26% | 0.25% | 169 | +300 | 4.61% | Q4 2025 | Jan 23, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Added to | 6,449 | 591 | 0.28% | 0.34% | 170 | +203 | 3.25% | Q4 2025 | Jan 26, 2026 |
| CENTRAL TRUST Co | History | Reduced | 6,544 | 586 | 0.01% | 0.01% | 171 | -92 | -1.39% | Q4 2025 | Feb 02, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 6,541 | 585 | 0.23% | 0.25% | 172 | -711 | -9.8% | Q4 2025 | Feb 03, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 6,472 | 584 | 0.13% | 0.15% | 173 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| HB Wealth Management, LLC | History | Added to | 6,475 | 579 | 0.0% | 0.0% | 174 | +182 | 2.89% | Q4 2025 | Jan 28, 2026 |
| Modera Wealth Management, LLC | History | Added to | 6,463 | 578 | 0.01% | 0.01% | 175 | +25 | 0.39% | Q4 2025 | Jan 21, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 6,353 | 568 | 0.29% | 0.28% | 176 | -335 | -5.01% | Q4 2025 | Feb 13, 2026 |
| Cape Investment Advisory, Inc. | History | New | 6,274 | 561 | 0.17% | — | 177 | +6,274 | New | Q4 2025 | Feb 17, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | Added to | 6,188 | 554 | 0.3% | 0.3% | 178 | +60 | 0.98% | Q4 2025 | Feb 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 6,170 | 552 | 0.01% | 0.01% | 179 | +2,685 | 77.04% | Q4 2025 | Feb 12, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | New | 6,135 | 549 | 0.02% | — | 180 | +6,135 | New | Q4 2025 | Feb 17, 2026 |
| West Wealth Group, LLC | History | Reduced | 5,987 | 536 | 0.11% | 0.12% | 181 | -40 | -0.66% | Q4 2025 | Jan 26, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 5,969 | 534 | 0.01% | 0.01% | 182 | -10 | -0.17% | Q4 2025 | Feb 06, 2026 |
| JNBA Financial Advisors | History | Added to | 5,868 | 525 | 0.05% | 0.05% | 183 | +44 | 0.76% | Q4 2025 | Jan 26, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 5,852 | 524 | 0.03% | 0.02% | 184 | +1,310 | 28.84% | Q4 2025 | Jan 14, 2026 |
| FWG Investments, LLC. | History | No change | 5,782 | 517 | 0.33% | 0.35% | 185 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 5,769 | 516 | 0.11% | 0.06% | 186 | +3,191 | 123.78% | Q4 2025 | Feb 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 5,626 | 515 | 0.01% | 0.01% | 187 | +330 | 6.23% | Q4 2025 | Jan 28, 2026 |
| Root Financial Partners, LLC | History | Added to | 5,588 | 500 | 0.03% | 0.03% | 188 | +16 | 0.29% | Q4 2025 | Feb 10, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 5,508 | 493 | 0.03% | 0.03% | 189 | -921 | -14.33% | Q4 2025 | Feb 10, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 5,487 | 491 | 0.03% | 0.03% | 190 | -320 | -5.51% | Q4 2025 | Feb 17, 2026 |
| Frederick Financial Consultants, LLC | History | Added to | 5,418 | 485 | 0.27% | 0.25% | 191 | +278 | 5.41% | Q4 2025 | Feb 10, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 5,283 | 473 | 0.01% | 0.01% | 192 | -4,870 | -47.97% | Q4 2025 | Jan 26, 2026 |
| Tarbox Family Office, Inc. | History | Reduced | 5,273 | 472 | 0.08% | 0.07% | 193 | -103 | -1.92% | Q4 2025 | Jan 21, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 5,118 | 468 | 0.02% | 0.02% | 194 | +374 | 7.88% | Q4 2025 | Feb 03, 2026 |
| High Net Worth Advisory Group LLC | History | New | 5,200 | 465 | 0.11% | — | 195 | +5,200 | New | Q4 2025 | Jan 23, 2026 |
| Aquire Wealth Advisors, LLC | History | Reduced | 5,192 | 464 | 0.12% | 0.13% | 196 | -844 | -13.98% | Q4 2025 | Jan 07, 2026 |
| Great Point Wealth Advisors, LLC | History | Reduced | 5,150 | 461 | 0.08% | 0.09% | 198 | -367 | -6.65% | Q4 2025 | Jan 26, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 5,154 | 461 | 0.02% | 0.03% | 197 | -51 | -0.98% | Q4 2025 | Feb 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 5,111 | 457 | 0.0% | 0.0% | 199 | +613 | 13.63% | Q4 2025 | Feb 13, 2026 |
| Divergent Planning, LLC | History | Added to | 5,047 | 454 | 0.12% | 0.12% | 200 | +72 | 1.45% | Q4 2025 | Jan 12, 2026 |
| Klingman & Associates, LLC | History | Reduced | 5,013 | 448 | 0.02% | 0.03% | 201 | -2,241 | -30.89% | Q4 2025 | Jan 29, 2026 |
| Vise Technologies, Inc. | History | Added to | 5,012 | 448 | 0.01% | 0.01% | 202 | +752 | 17.65% | Q4 2025 | Feb 11, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | New | 4,972 | 445 | 0.33% | — | 203 | +4,972 | New | Q4 2025 | Mar 04, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 4,930 | 441 | 0.08% | 0.09% | 204 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Retireful, LLC | History | New | 4,743 | 427 | 0.54% | — | 205 | +4,743 | New | Q4 2025 | Jan 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 4,746 | 425 | 0.0% | 0.0% | 206 | +112 | 2.42% | Q4 2025 | Feb 10, 2026 |
| Arax Advisory Partners | History | New | 4,717 | 422 | 0.01% | — | 207 | +4,717 | New | Q4 2025 | Feb 13, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 4,700 | 420 | 0.04% | 0.04% | 208 | -341 | -6.76% | Q4 2025 | Feb 11, 2026 |
| Centerline Wealth Advisors, LLC | History | Reduced | 4,642 | 415 | 0.15% | 0.3% | 209 | -3,116 | -40.16% | Q4 2025 | Jan 08, 2026 |
| ESG Planning DBA Harper Investing | History | Reduced | 4,615 | 413 | 0.18% | 0.22% | 210 | -653 | -12.4% | Q4 2025 | Feb 04, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 4,573 | 409 | 0.1% | 0.1% | 211 | +82 | 1.83% | Q4 2025 | Jan 07, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 4,430 | 396 | 0.04% | 0.04% | 212 | +149 | 3.48% | Q4 2025 | Feb 18, 2026 |
| Kesler, Norman & Wride, LLC | History | New | 4,365 | 390 | 0.07% | — | 213 | +4,365 | New | Q4 2025 | Feb 10, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 4,349 | 389 | 0.0% | 0.01% | 214 | -5,721 | -56.81% | Q4 2025 | Feb 13, 2026 |
| Arbor Investment Advisors, LLC | History | Reduced | 4,262 | 381 | 0.05% | 0.06% | 215 | -1,460 | -25.52% | Q4 2025 | Jan 23, 2026 |
| Efficient Advisors, LLC | History | Reduced | 4,253 | 380 | 0.02% | 0.03% | 216 | -1,006 | -19.13% | Q4 2025 | Jan 21, 2026 |
| NVWM, LLC | History | Added to | 4,251 | 380 | 0.08% | 0.08% | 217 | +227 | 5.64% | Q4 2025 | Jan 20, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 4,127 | 369 | 0.0% | 0.0% | 218 | +830 | 25.17% | Q4 2025 | Feb 02, 2026 |
| Harvest Investment Services, LLC | History | Added to | 4,114 | 368 | 0.07% | 0.07% | 219 | +22 | 0.54% | Q4 2025 | Feb 17, 2026 |
| FCA CORP /TX | History | Added to | 4,088 | 366 | 0.1% | 0.09% | 220 | +418 | 11.39% | Q4 2025 | Feb 11, 2026 |
| Smith Partners Wealth Management, LLC | History | New | 4,084 | 365 | 0.34% | — | 222 | +4,084 | New | Q4 2025 | Feb 13, 2026 |
| Twelve Points Wealth Management LLC | History | Added to | 3,998 | 365 | 0.08% | 0.07% | 221 | +989 | 32.87% | Q4 2025 | Jan 23, 2026 |
| SWP FINANCIAL LLC | History | No change | 4,051 | 362 | 0.18% | 0.18% | 223 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Bellwether Advisors, LLC | History | Reduced | 3,989 | 357 | 0.06% | 0.07% | 224 | -680 | -14.56% | Q4 2025 | Feb 09, 2026 |
| Gould Capital, LLC | History | No change | 3,964 | 355 | 0.22% | 0.22% | 225 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Well Done, LLC | History | Reduced | 3,825 | 342 | 0.05% | 0.06% | 226 | -360 | -8.6% | Q4 2025 | Jan 13, 2026 |
| Andrews Advisory Associates, LLC | History | New | 3,784 | 338 | 0.18% | — | 227 | +3,784 | New | Q4 2025 | Feb 18, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 3,648 | 333 | 0.01% | 0.01% | 229 | +381 | 11.66% | Q4 2025 | Jan 23, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 3,722 | 333 | 0.06% | 0.06% | 228 | +278 | 8.07% | Q4 2025 | Jan 28, 2026 |
| WEALTH EFFECTS LLC | History | Added to | 3,703 | 331 | 0.1% | 0.1% | 230 | +46 | 1.26% | Q4 2025 | Jan 26, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 3,677 | 329 | 0.02% | 0.02% | 232 | -188 | -4.86% | Q4 2025 | Jan 12, 2026 |
| Summit Trail Advisors, LLC | History | No change | 3,674 | 329 | 0.01% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Financial Strategies Group, Inc. | History | Reduced | 3,604 | 327 | 0.06% | 0.06% | 233 | -2 | -0.06% | Q4 2025 | Feb 05, 2026 |
| New Capital Management LP | History | Added to | 3,649 | 326 | 0.08% | 0.08% | 234 | +124 | 3.52% | Q4 2025 | Jan 20, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 3,593 | 321 | 0.02% | 0.02% | 235 | +166 | 4.84% | Q4 2025 | Feb 05, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 3,578 | 320 | 0.0% | — | 237 | +3,578 | New | Q4 2025 | Feb 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,583 | 320 | 0.0% | 0.0% | 236 | +354 | 10.96% | Q4 2025 | Feb 17, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Reduced | 3,557 | 318 | 0.18% | 0.21% | 238 | -726 | -16.95% | Q4 2025 | Jan 30, 2026 |
| New Republic Capital, LLC | History | Added to | 3,509 | 314 | 0.08% | 0.07% | 240 | +1,018 | 40.87% | Q4 2025 | Feb 10, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 3,495 | 314 | 0.12% | 0.13% | 239 | +89 | 2.61% | Q4 2025 | Jan 21, 2026 |
| Choice Wealth Advisors, LLC | History | Reduced | 3,498 | 313 | 0.12% | 0.13% | 241 | -61 | -1.71% | Q4 2025 | Jan 08, 2026 |
| CWM, LLC | History | Added to | 3,481 | 312 | 0.0% | 0.0% | 242 | +155 | 4.66% | Q4 2025 | Jan 26, 2026 |
| McNamara Financial Services, Inc. | History | Added to | 3,478 | 311 | 0.06% | 0.05% | 243 | +379 | 12.23% | Q4 2025 | Jan 21, 2026 |
| Altrius Capital Management Inc | History | Added to | 3,457 | 309 | 0.07% | 0.07% | 244 | +10 | 0.29% | Q4 2025 | Feb 02, 2026 |
| Philip James Wealth Mangement, LLC | History | Added to | 3,376 | 302 | 0.03% | 0.03% | 245 | +170 | 5.3% | Q4 2025 | Jan 20, 2026 |
| COMERICA BANK | History | Added to | 3,372 | 301 | 0.0% | 0.0% | 246 | +42 | 1.26% | Q4 2025 | Jan 29, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 3,051 | 299 | 0.02% | 0.03% | 247 | +38 | 1.26% | Q4 2025 | Jan 29, 2026 |
| IFP Advisors, Inc | History | Added to | 3,277 | 293 | 0.01% | 0.0% | 248 | +1,393 | 73.94% | Q4 2025 | Feb 06, 2026 |
| Premier Private Wealth Management LLC | History | New | 3,169 | 292 | 0.3% | — | 249 | +3,169 | New | Q4 2025 | Feb 11, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 3,229 | 289 | 0.01% | 0.01% | 250 | +48 | 1.51% | Q4 2025 | Feb 13, 2026 |
| Valpey Financial Services, LLC | History | Added to | 3,202 | 286 | 0.18% | 0.16% | 251 | +388 | 13.79% | Q4 2025 | Mar 04, 2026 |
| KilterHowling LLC | History | New | 3,193 | 285 | 0.14% | — | 252 | +3,193 | New | Q4 2025 | Feb 13, 2026 |
| Mosley Wealth Management | History | New | 3,203 | 284 | 0.13% | — | 253 | +3,203 | New | Q4 2025 | Feb 12, 2026 |
| Westshore Wealth, LLC | History | Added to | 3,155 | 282 | 0.09% | 0.09% | 254 | +251 | 8.64% | Q4 2025 | Feb 25, 2026 |
| Compound Planning, Inc. | History | Added to | 3,158 | 282 | 0.01% | 0.01% | 255 | +198 | 6.69% | Q4 2025 | Feb 19, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 3,131 | 280 | 0.0% | 0.0% | 256 | +2,036 | 185.94% | Q4 2025 | Feb 17, 2026 |
| Columbia River Financial Group, LLC | History | Reduced | 3,127 | 280 | 0.17% | 0.17% | 257 | -35 | -1.11% | Q4 2025 | Feb 12, 2026 |
| Composition Wealth, LLC | History | Reduced | 3,116 | 279 | 0.0% | 0.01% | 258 | -696 | -18.26% | Q4 2025 | Feb 02, 2026 |
| Archvest Wealth Advisors, Inc. | History | Reduced | 3,110 | 278 | 0.18% | 0.31% | 259 | -828 | -21.03% | Q4 2025 | Feb 13, 2026 |
| Focus Financial Network, Inc. | History | Added to | 3,109 | 278 | 0.01% | 0.01% | 260 | +41 | 1.34% | Q4 2025 | Jan 12, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 3,062 | 274 | 0.01% | — | 261 | +3,062 | New | Q4 2025 | Feb 13, 2026 |
| Meridian Wealth Advisors, LLC | History | Added to | 3,070 | 274 | 0.04% | 0.04% | 262 | +217 | 7.61% | Q4 2025 | Feb 17, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 3,043 | 272 | 0.04% | 0.04% | 263 | -70 | -2.25% | Q4 2025 | Jan 12, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 3,009 | 269 | 0.01% | 0.01% | 265 | -394 | -11.58% | Q4 2025 | Jan 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 3,000 | 269 | 0.01% | 0.01% | 264 | +320 | 11.94% | Q4 2025 | Feb 13, 2026 |
| tru Independence LLC | History | Added to | 2,934 | 262 | 0.07% | 0.07% | 266 | +9 | 0.31% | Q4 2025 | Jan 22, 2026 |
| Partners in Financial Planning | History | Added to | 2,919 | 261 | 0.04% | 0.04% | 268 | +540 | 22.7% | Q4 2025 | Feb 02, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Added to | 2,921 | 261 | 0.12% | 0.1% | 267 | +522 | 21.76% | Q4 2025 | Jan 16, 2026 |
| Vested Financial Planning, LLC | History | Added to | 2,908 | 260 | 0.2% | 0.21% | 269 | +26 | 0.9% | Q4 2025 | Jan 23, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 2,892 | 259 | 0.07% | 0.07% | 270 | +5 | 0.17% | Q4 2025 | Feb 02, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 2,886 | 258 | 0.04% | 0.03% | 271 | +419 | 16.98% | Q4 2025 | Jan 28, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | No change | 2,845 | 254 | 0.08% | 0.08% | 272 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Peak Wealth Management LLC | History | New | 2,804 | 251 | 0.21% | — | 273 | +2,804 | New | Q4 2025 | Feb 04, 2026 |
| SWMG, LLC | History | New | 2,690 | 248 | 0.07% | — | 274 | +2,690 | New | Q4 2025 | Feb 10, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 2,764 | 247 | 0.11% | 0.1% | 275 | +128 | 4.86% | Q4 2025 | Jan 26, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 2,746 | 245 | 0.0% | 0.0% | 276 | +400 | 17.05% | Q4 2025 | Feb 12, 2026 |
| STEPHENS INC /AR/ | History | Added to | 2,719 | 243 | 0.0% | 0.0% | 277 | +405 | 17.5% | Q4 2025 | Feb 05, 2026 |
| Salus Financial Advisors, LLC | History | Reduced | 2,657 | 237 | 0.14% | 0.15% | 278 | -111 | -4.01% | Q4 2025 | Jan 21, 2026 |
| Insight Wealth Partners, LLC | History | Added to | 2,645 | 236 | 0.03% | 0.06% | 279 | +255 | 10.67% | Q4 2025 | Feb 17, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Added to | 2,625 | 235 | 0.09% | 0.1% | 280 | +8 | 0.31% | Q4 2025 | Jan 28, 2026 |
| TL Private Wealth | History | Reduced | 2,562 | 234 | 0.09% | 0.09% | 281 | -30 | -1.16% | Q4 2025 | Jan 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 2,607 | 233 | 0.0% | 0.01% | 282 | -4,035 | -60.75% | Q4 2025 | Feb 11, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Reduced | 2,607 | 233 | 0.08% | 0.09% | 283 | -232 | -8.17% | Q4 2025 | Jan 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 2,578 | 230 | 0.0% | — | 284 | +2,578 | New | Q4 2025 | Feb 19, 2026 |
| Atlas Legacy Advisors, LLC | History | Reduced | 2,578 | 230 | 0.04% | 0.05% | 285 | -200 | -7.2% | Q4 2025 | Jan 29, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 2,566 | 229 | 0.0% | 0.0% | 287 | -286 | -10.03% | Q4 2025 | Feb 09, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 2,570 | 229 | 0.0% | 0.0% | 286 | +75 | 3.01% | Q4 2025 | Feb 17, 2026 |
| Chemistry Wealth Management LLC | History | Added to | 2,554 | 228 | 0.04% | 0.04% | 288 | +46 | 1.83% | Q4 2025 | Jan 06, 2026 |
| Annex Advisory Services, LLC | History | No change | 2,522 | 225 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BIP Wealth, LLC | History | New | 2,501 | 223 | 0.01% | — | 290 | +2,501 | New | Q4 2025 | Jan 21, 2026 |
| Merit Financial Group, LLC | History | New | 2,491 | 223 | 0.0% | — | 291 | +2,491 | New | Q4 2025 | Jan 26, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 2,475 | 221 | 0.0% | 0.0% | 292 | -50 | -1.98% | Q4 2025 | Feb 18, 2026 |
| Johnson Bixby & Associates, LLC | History | No change | 2,470 | 221 | 0.03% | 0.03% | 293 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Perissos Private Wealth Management, LLC | History | Reduced | 2,420 | 216 | 0.19% | 0.16% | 294 | -15 | -0.62% | Q4 2025 | Feb 09, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 2,376 | 212 | 0.02% | 0.02% | 295 | -325 | -12.03% | Q4 2025 | Feb 04, 2026 |
| Markin Asset Management, LP | History | New | 2,362 | 211 | 0.23% | — | 296 | +2,362 | New | Q4 2025 | Feb 13, 2026 |
| Riverbend Wealth Management, LLC | History | New | 2,345 | 210 | 0.13% | — | 298 | +2,345 | New | Q4 2025 | Jan 29, 2026 |
| COREPATH WEALTH PARTNERS LLC | History | New | 2,300 | 210 | 0.14% | — | 297 | +2,300 | New | Q4 2025 | Jan 15, 2026 |
| Coordinated Financial Services, Inc. | History | New | 2,301 | 206 | 0.12% | — | 299 | +2,301 | New | Q4 2025 | Feb 09, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | Reduced | 2,299 | 205 | 0.07% | 0.07% | 300 | -119 | -4.92% | Q4 2025 | Jan 29, 2026 |
| Parkway Wealth Management Group, LLC | History | New | 2,284 | 204 | 0.03% | — | 301 | +2,284 | New | Q4 2025 | Feb 10, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 2,253 | 201 | 0.01% | — | 302 | +2,253 | New | Q4 2025 | Jan 21, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 2,250 | 201 | 0.05% | 0.05% | 303 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Spinnaker Investment Group, LLC | History | New | 2,236 | 200 | 0.04% | — | 304 | +2,236 | New | Q4 2025 | Jan 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 2,234 | 200 | 0.0% | 0.01% | 305 | -63 | -2.74% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,194 | 196 | 0.0% | 0.0% | 306 | +48 | 2.24% | Q4 2025 | Feb 02, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,139 | 191 | 0.0% | 0.0% | 307 | +371 | 20.98% | Q4 2025 | Feb 11, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,108 | 188 | 0.0% | 0.0% | 308 | +26 | 1.25% | Q4 2025 | Jan 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,022 | 181 | 0.0% | 0.0% | 309 | -21 | -1.03% | Q4 2025 | Feb 06, 2026 |
| Longview Financial Advisors LLC | History | Reduced | 1,991 | 178 | 0.1% | 0.12% | 310 | -390 | -16.38% | Q4 2025 | Jan 14, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 1,899 | 170 | 0.04% | 0.04% | 311 | -218 | -10.3% | Q4 2025 | Feb 04, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 1,882 | 168 | 0.01% | 0.02% | 312 | -1,720 | -47.75% | Q4 2025 | Jan 23, 2026 |
| Golden State Wealth Management, LLC | History | New | 1,728 | 154 | 0.02% | — | 313 | +1,728 | New | Q4 2025 | Feb 13, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 1,700 | 152 | 0.06% | — | 314 | +1,700 | New | Q4 2025 | Feb 06, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,659 | 148 | 0.0% | 0.0% | 315 | +50 | 3.11% | Q4 2025 | Feb 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 1,613 | 144 | 0.01% | 0.01% | 316 | +453 | 39.05% | Q4 2025 | Jan 07, 2026 |
| MAI Capital Management | History | Added to | 1,518 | 135 | 0.0% | 0.0% | 317 | +529 | 53.49% | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,375 | 123 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 1,331 | 119 | 0.01% | 0.01% | 319 | -4 | -0.3% | Q4 2025 | Jan 29, 2026 |
| AlphaCore Capital LLC | History | Added to | 1,270 | 113 | 0.0% | 0.0% | 321 | +63 | 5.22% | Q4 2025 | Feb 05, 2026 |
| US BANCORP \DE\ | History | Added to | 1,268 | 113 | 0.0% | 0.0% | 320 | +51 | 4.19% | Q4 2025 | Jan 30, 2026 |
| NBT BANK N A /NY | History | New | 90 | 112 | 0.01% | — | 322 | +90 | New | Q4 2025 | Jan 23, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 1,196 | 107 | 0.07% | 0.04% | 324 | +605 | 102.37% | Q4 2025 | Jan 27, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 1,203 | 107 | 0.04% | 0.04% | 323 | +14 | 1.18% | Q4 2025 | Jan 09, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 1,157 | 103 | 0.0% | 0.0% | 325 | +10 | 0.87% | Q4 2025 | Feb 11, 2026 |
| CITIGROUP INC | History | No change | 1,100 | 98 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 1,036 | 92 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Larson Financial Group LLC | History | Added to | 988 | 88 | 0.0% | 0.0% | 328 | +11 | 1.13% | Q4 2025 | Feb 06, 2026 |
| Sound Income Strategies, LLC | History | New | 934 | 85 | 0.0% | — | 329 | +934 | New | Q4 2025 | Jan 21, 2026 |
| American Capital Advisory, LLC | History | No change | 880 | 78 | 0.03% | 0.04% | 330 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CKW FINANCIAL GROUP | History | Added to | 763 | 68 | 0.01% | 0.01% | 331 | +6 | 0.79% | Q4 2025 | Jan 26, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 685 | 61 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 674 | 60 | 0.03% | 0.18% | 333 | -3,911 | -85.3% | Q4 2025 | Feb 03, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 644 | 57 | 0.0% | 0.0% | 334 | +1 | 0.16% | Q4 2025 | Feb 12, 2026 |
| BLUELINE ADVISORS LLC | History | New | 554 | 49 | 0.04% | — | 335 | +554 | New | Q4 2025 | Feb 10, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 532 | 47 | 0.0% | 0.0% | 336 | -2 | -0.37% | Q4 2025 | Jan 27, 2026 |
| Activest Wealth Management | History | No change | 499 | 44 | 0.01% | 0.01% | 337 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| GAMMA Investing LLC | History | No change | 495 | 44 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 487 | 43 | 0.0% | — | 340 | +487 | New | Q4 2025 | Feb 03, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 484 | 43 | 0.0% | — | 339 | +484 | New | Q4 2025 | Feb 13, 2026 |
| Noble Wealth Management PBC | History | No change | 490 | 43 | 0.02% | 0.02% | 341 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| EASTERN BANK | History | No change | 440 | 39 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Elyxium Wealth, LLC | History | New | 429 | 38 | 0.01% | — | 343 | +429 | New | Q4 2025 | Feb 05, 2026 |
| Rossby Financial, LCC | History | Added to | 426 | 38 | 0.01% | 0.0% | 344 | +413 | 3176.92% | Q4 2025 | Feb 12, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 387 | 34 | 0.02% | 0.02% | 345 | +5 | 1.31% | Q4 2025 | Feb 13, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 308 | 27 | 0.01% | 0.01% | 346 | +4 | 1.32% | Q4 2025 | Jan 28, 2026 |
| SageView Advisory Group, LLC | History | New | 291 | 26 | 0.0% | — | 348 | +291 | New | Q4 2025 | Feb 17, 2026 |
| North Star Investment Management Corp. | History | Added to | 293 | 26 | 0.0% | 0.0% | 347 | +4 | 1.38% | Q4 2025 | Jan 30, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Added to | 262 | 23 | 0.01% | 0.01% | 349 | +3 | 1.16% | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | New | 224 | 20 | 0.0% | — | 350 | +224 | New | Q4 2025 | Feb 20, 2026 |
| Qube Research & Technologies Ltd | History | New | 209 | 18 | 0.0% | — | 352 | +209 | New | Q4 2025 | Feb 17, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 208 | 18 | 0.0% | 0.0% | 351 | -43 | -17.13% | Q4 2025 | Feb 03, 2026 |
| Elevated Capital Advisors, LLC | History | New | 192 | 17 | 0.0% | — | 353 | +192 | New | Q4 2025 | Jan 27, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 193 | 17 | 0.0% | 0.0% | 354 | +2 | 1.05% | Q4 2025 | Jan 28, 2026 |
| Motiv8 Investments LLC | History | New | 184 | 16 | 0.01% | — | 355 | +184 | New | Q4 2025 | Feb 13, 2026 |
| Caldwell Trust Co | History | No change | 175 | 15 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| DecisionPoint Financial, LLC | History | New | 164 | 14 | 0.0% | — | 357 | +164 | New | Q4 2025 | Jan 29, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 152 | 13 | 0.0% | 0.01% | 358 | -360 | -70.31% | Q4 2025 | Feb 12, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 135 | 12 | 0.01% | 0.01% | 359 | +2 | 1.5% | Q4 2025 | Jan 07, 2026 |
| Addison Advisors LLC | History | Added to | 130 | 11 | 0.0% | 0.0% | 362 | +30 | 30.0% | Q4 2025 | Feb 06, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 125 | 11 | 0.0% | 0.0% | 361 | +24 | 23.76% | Q4 2025 | Feb 12, 2026 |
| CGC Financial Services, LLC | History | Added to | 125 | 11 | 0.0% | 0.0% | 363 | +13 | 11.61% | Q4 2025 | Feb 03, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 128 | 11 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SFAM, LLC | History | New | 122 | 10 | 0.01% | — | 364 | +122 | New | Q4 2025 | Feb 12, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 114 | 10 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Fortitude Family Office, LLC | History | No change | 119 | 10 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Nemes Rush Group LLC | History | Added to | 108 | 9 | 0.0% | 0.0% | 368 | +2 | 1.89% | Q4 2025 | Feb 11, 2026 |
| Front Row Advisors LLC | History | No change | 105 | 9 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 93 | 8 | 0.01% | — | 369 | +93 | New | Q4 2025 | Feb 10, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 89 | 7 | 0.0% | — | 372 | +89 | New | Q4 2025 | Feb 09, 2026 |
| Ankerstar Wealth, LLC | History | New | 82 | 7 | 0.01% | — | 371 | +82 | New | Q4 2025 | Feb 12, 2026 |
| Spire Wealth Management | History | No change | 88 | 7 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 75 | 6 | 0.0% | 0.0% | 373 | +59 | 368.75% | Q4 2025 | Jan 26, 2026 |
| Paladin Advisory Group, LLC | History | No change | 73 | 6 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 61 | 5 | 0.0% | 0.0% | 375 | +36 | 144.0% | Q4 2025 | Jan 21, 2026 |
| Princeton Global Asset Management LLC | History | No change | 63 | 5 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Planning Project LLC | History | New | 45 | 4 | 0.0% | — | 380 | +45 | New | Q4 2025 | Feb 12, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 50 | 4 | 0.0% | 0.0% | 379 | +8 | 19.05% | Q4 2025 | Feb 11, 2026 |
| DT Investment Partners, LLC | History | No change | 45 | 4 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 54 | 4 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Networth Advisors, LLC | History | New | 36 | 3 | 0.0% | — | 385 | +36 | New | Q4 2025 | Jan 22, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 34 | 3 | 0.0% | 0.0% | 382 | +1 | 3.03% | Q4 2025 | Jan 22, 2026 |
| ST GERMAIN D J CO INC | History | No change | 39 | 3 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Key FInancial Inc | History | No change | 37 | 3 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 44 | 3 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Clearstead Trust, LLC | History | New | 31 | 2 | 0.0% | — | 387 | +31 | New | Q4 2025 | Feb 09, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | New | 31 | 2 | 0.0% | — | 388 | +31 | New | Q4 2025 | Feb 10, 2026 |
| Ancora Advisors LLC | History | No change | 32 | 2 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 24 | 2 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Aventura Private Wealth, LLC | History | No change | 25 | 2 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Keystone Financial Group, Inc. | History | New | 16 | 1 | 0.0% | — | 393 | +16 | New | Q4 2025 | Jan 16, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Elevation Capital Advisory, LLC | History | Closed out | 0 | 0 | — | 1.21% | — | -34,454 | -100.0% | Q3 2025 | Oct 30, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -20,242 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cynosure Group, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -18,228 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Astoria Portfolio Advisors LLC. | History | Closed out | 0 | 0 | — | 0.31% | — | -13,414 | -100.0% | Q3 2025 | Oct 09, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,436 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,854 | -100.0% | Q3 2025 | Oct 14, 2025 |
| AQR CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,944 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PFG Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -7,507 | -100.0% | Q3 2025 | Nov 06, 2025 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,099 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RFP Financial Group LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -5,282 | -100.0% | Q3 2025 | Nov 12, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,527 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,187 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Main Street Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GWN SECURITIES INC. | History | Closed out | 0 | 0 | — | 0.05% | — | -2,438 | -100.0% | Q3 2025 | Oct 27, 2025 |
| ABOUND FINANCIAL, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -2,435 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Discipline Wealth Solutions, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,412 | -100.0% | Q3 2025 | Oct 21, 2025 |
| OMNI 360 Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -2,318 | -100.0% | Q3 2025 | Oct 20, 2025 |
| HUB Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,288 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,909 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Oct 21, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -658 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -605 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -225 | -100.0% | Q3 2025 | Nov 14, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -220 | -100.0% | Q3 2025 | Oct 09, 2025 |
| OLD SECOND NATIONAL BANK OF AURORA | History | Closed out | 0 | 0 | — | 0.0% | — | -205 | -100.0% | Q3 2025 | Oct 22, 2025 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -151 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Financial Life Planners | History | Closed out | 0 | 0 | — | 0.01% | — | -131 | -100.0% | Q3 2025 | Nov 13, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -118 | -100.0% | Q3 2025 | Jan 12, 2026 |
| Triumph Capital Management | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 12, 2026 |
| Game Plan Financial Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 14, 2026 |
| TSFG, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |