iSHARES TRUST - AOM
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 2,920,823 | 139,410 | 0.0% | 0.0% | 1 | +32,787 | 1.14% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Added to | 1,272,723 | 60,747 | 0.02% | 0.02% | 2 | +186,024 | 17.12% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 856,486 | 40,880 | 0.0% | 0.0% | 3 | +491,088 | 134.4% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 545,000 | 26,012 | 0.0% | 0.0% | 4 | +286,607 | 110.92% | Q4 2025 | Feb 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 531,618 | 25,374 | 0.33% | 0.35% | 5 | +23,938 | 4.72% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 440,592 | 21,029 | 0.01% | 0.0% | 6 | +360,385 | 449.32% | Q4 2025 | Feb 18, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 368,686 | 17,603 | 0.0% | 0.0% | 7 | +86,610 | 30.7% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 322,490 | 15,392 | 0.0% | — | 8 | +322,490 | New | Q4 2025 | Feb 17, 2026 |
| Weitzel Financial Services, Inc. | History | Added to | 301,264 | 14,415 | 5.58% | 5.55% | 9 | +12,488 | 4.32% | Q4 2025 | Feb 03, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 293,025 | 13,986 | 0.0% | 0.0% | 10 | +59,904 | 25.7% | Q4 2025 | Feb 17, 2026 |
| HUB Investment Partners, LLC | History | Added to | 281,500 | 13,435 | 0.35% | 0.44% | 11 | +2,532 | 0.91% | Q4 2025 | Feb 17, 2026 |
| AJ Advisors, LLC | History | New | 269,096 | 12,843 | 4.74% | — | 12 | +269,096 | New | Q4 2025 | Jan 21, 2026 |
| Cetera Investment Advisers | History | Added to | 218,395 | 10,424 | 0.01% | 0.01% | 13 | +21,910 | 11.15% | Q4 2025 | Feb 17, 2026 |
| Weaver Consulting Group | History | Added to | 174,178 | 8,313 | 2.03% | 1.95% | 14 | +12,912 | 8.01% | Q4 2025 | Feb 10, 2026 |
| Investment Advisory Group, LLC | History | Added to | 145,203 | 6,930 | 1.78% | 1.82% | 15 | +4,569 | 3.25% | Q4 2025 | Jan 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 145,030 | 6,922 | 0.01% | 0.01% | 16 | -85 | -0.06% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 143,133 | 6,833 | 0.01% | 0.01% | 17 | -67,168 | -31.94% | Q4 2025 | Feb 17, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 142,244 | 6,789 | 0.68% | 0.67% | 18 | +7,051 | 5.22% | Q4 2025 | Jan 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 118,502 | 5,656 | 0.01% | 0.02% | 19 | -52,047 | -30.52% | Q4 2025 | Feb 05, 2026 |
| Royal Fund Management, LLC | History | Added to | 113,987 | 5,440 | 0.49% | 0.25% | 20 | +70,695 | 163.3% | Q4 2025 | Jan 15, 2026 |
| Focus Financial Network, Inc. | History | Added to | 99,010 | 4,725 | 0.16% | 0.16% | 21 | +2,415 | 2.5% | Q4 2025 | Jan 12, 2026 |
| Western Wealth Management, LLC | History | New | 93,451 | 4,460 | 0.21% | — | 22 | +93,451 | New | Q4 2025 | Feb 05, 2026 |
| Consilium Wealth Advisory, LLC | History | Reduced | 92,207 | 4,401 | 1.62% | 1.72% | 23 | -1,456 | -1.55% | Q4 2025 | Jan 26, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 90,743 | 4,366 | 0.01% | 0.01% | 24 | -1,174 | -1.28% | Q4 2025 | Jan 08, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 90,678 | 4,328 | 0.01% | 0.01% | 25 | +729 | 0.81% | Q4 2025 | Feb 02, 2026 |
| Waverly Advisors, LLC | History | Added to | 83,485 | 3,984 | 0.03% | 0.04% | 26 | +5,016 | 6.39% | Q4 2025 | Feb 17, 2026 |
| SEEDS INVESTOR LLC | History | Reduced | 79,861 | 3,811 | 0.73% | 0.92% | 27 | -11,843 | -12.91% | Q4 2025 | Jan 27, 2026 |
| HANOVER ADVISORS INC | History | Reduced | 78,751 | 3,758 | 1.46% | 2.32% | 28 | -46,992 | -37.37% | Q4 2025 | Feb 17, 2026 |
| Ellenbecker Investment Group | History | Added to | 78,592 | 3,751 | 0.52% | 0.4% | 29 | +22,109 | 39.14% | Q4 2025 | Jan 30, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 78,096 | 3,727 | 0.4% | 0.4% | 30 | +681 | 0.88% | Q4 2025 | Feb 18, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 77,730 | 3,710 | 0.14% | 0.01% | 32 | +73,468 | 1723.79% | Q4 2025 | Feb 04, 2026 |
| Focus Partners Wealth | History | Reduced | 77,739 | 3,710 | 0.0% | 0.01% | 31 | -444 | -0.57% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 75,304 | 3,594 | 0.0% | 0.0% | 33 | +2,156 | 2.95% | Q4 2025 | Feb 10, 2026 |
| Taylor Financial Group, Inc. | History | Reduced | 74,512 | 3,556 | 2.09% | 2.06% | 34 | -805 | -1.07% | Q4 2025 | Feb 06, 2026 |
| Brookstone Capital Management | History | Added to | 72,240 | 3,448 | 0.04% | 0.04% | 35 | +166 | 0.23% | Q4 2025 | Jan 15, 2026 |
| Mutual Advisors, LLC | History | Reduced | 67,597 | 3,226 | 0.07% | 0.07% | 36 | -652 | -0.96% | Q4 2025 | Feb 02, 2026 |
| VVR Holdings LLC | History | New | 64,935 | 3,099 | 1.61% | — | 37 | +64,935 | New | Q4 2025 | Feb 11, 2026 |
| KilterHowling LLC | History | New | 62,237 | 2,970 | 1.51% | — | 38 | +62,237 | New | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 56,576 | 2,700 | 0.01% | 0.01% | 39 | +3,861 | 7.32% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 51,664 | 2,465 | 0.01% | 0.01% | 40 | +5,297 | 11.42% | Q4 2025 | Feb 13, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 50,405 | 2,405 | 0.24% | 0.25% | 41 | -1,879 | -3.59% | Q4 2025 | Feb 13, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 47,767 | 2,279 | 1.18% | 0.89% | 42 | +14,180 | 42.22% | Q4 2025 | Jan 29, 2026 |
| Enclave Advisors LLC | History | Reduced | 47,345 | 2,259 | 0.32% | 0.35% | 43 | -626 | -1.3% | Q4 2025 | Jan 14, 2026 |
| ASPIRIANT, LLC | History | No change | 45,218 | 2,158 | 0.06% | 0.07% | 44 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 43,727 | 2,087 | 0.48% | 0.48% | 45 | +140 | 0.32% | Q4 2025 | Feb 17, 2026 |
| Manske Wealth Management | History | Reduced | 42,511 | 2,029 | 0.6% | 0.62% | 46 | -150 | -0.35% | Q4 2025 | Feb 03, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 42,241 | 2,016 | 0.24% | 0.26% | 47 | -3,288 | -7.22% | Q4 2025 | Feb 03, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 39,868 | 1,902 | 0.0% | 0.0% | 48 | +7,628 | 23.66% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 33,399 | 1,594 | 0.0% | 0.0% | 49 | -2,582 | -7.18% | Q4 2025 | Jan 29, 2026 |
| Legacy Wealth Partners, LLC | History | New | 33,320 | 1,590 | 0.41% | — | 50 | +33,320 | New | Q4 2025 | Feb 17, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 32,135 | 1,533 | 0.29% | 0.29% | 51 | -500 | -1.53% | Q4 2025 | Jan 28, 2026 |
| LifePlan Financial, LLC | History | Reduced | 31,999 | 1,527 | 1.17% | 1.24% | 52 | -792 | -2.42% | Q4 2025 | Jan 20, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 27,986 | 1,335 | 0.06% | 0.07% | 53 | -211 | -0.75% | Q4 2025 | Feb 17, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 27,895 | 1,331 | 0.1% | 0.09% | 54 | +15 | 0.05% | Q4 2025 | Feb 12, 2026 |
| One Capital Management, LLC | History | Added to | 26,986 | 1,288 | 0.04% | 0.04% | 55 | +2,769 | 11.43% | Q4 2025 | Feb 10, 2026 |
| Gallacher Capital Management LLC | History | Added to | 26,734 | 1,276 | 0.49% | 0.48% | 56 | +1,403 | 5.54% | Q4 2025 | Feb 03, 2026 |
| BlueStem Wealth Partners, LLC | History | Reduced | 26,127 | 1,247 | 0.14% | 0.15% | 57 | -1,168 | -4.28% | Q4 2025 | Feb 06, 2026 |
| American Trust | History | Reduced | 25,565 | 1,220 | 0.1% | 0.4% | 58 | -73,133 | -74.1% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 25,510 | 1,217 | 0.02% | 0.02% | 59 | +2,691 | 11.79% | Q4 2025 | Feb 09, 2026 |
| RDA Financial Network | History | Reduced | 24,670 | 1,177 | 0.28% | 0.3% | 60 | -745 | -2.93% | Q4 2025 | Jan 06, 2026 |
| NewEdge Advisors, LLC | History | Added to | 24,243 | 1,157 | 0.0% | 0.0% | 61 | +2,407 | 11.02% | Q4 2025 | Feb 18, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 27,858 | 1,109 | 0.03% | 0.02% | 62 | +3,202 | 12.99% | Q4 2025 | Feb 11, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 23,096 | 1,102 | 0.08% | 0.07% | 63 | +376 | 1.65% | Q4 2025 | Jan 14, 2026 |
| WEDBUSH SECURITIES INC | History | New | 23,000 | 1,098 | 0.03% | — | 64 | +23,000 | New | Q4 2025 | Feb 12, 2026 |
| Fort Henry Capital, LLC | History | Added to | 22,557 | 1,076 | 0.66% | 0.67% | 65 | +440 | 1.99% | Q4 2025 | Jan 23, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 22,148 | 1,057 | 0.18% | 0.19% | 66 | +1,226 | 5.86% | Q4 2025 | Jan 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 22,136 | 1,056 | 0.0% | 0.0% | 67 | +2,279 | 11.48% | Q4 2025 | Feb 17, 2026 |
| Rothschild Wealth LLC | History | Added to | 22,010 | 1,050 | 0.1% | 0.21% | 68 | +1,318 | 6.37% | Q4 2025 | Feb 17, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | Added to | 21,799 | 1,040 | 0.59% | 0.49% | 69 | +3,972 | 22.28% | Q4 2025 | Feb 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 21,621 | 1,031 | 0.0% | 0.0% | 70 | +1,363 | 6.73% | Q4 2025 | Feb 17, 2026 |
| Avior Wealth Management, LLC | History | Added to | 21,224 | 1,013 | 0.03% | 0.03% | 71 | +572 | 2.77% | Q4 2025 | Jan 06, 2026 |
| High Net Worth Advisory Group LLC | History | New | 21,200 | 1,011 | 0.23% | — | 72 | +21,200 | New | Q4 2025 | Jan 23, 2026 |
| Global Financial Private Client, LLC | History | Added to | 20,973 | 1,001 | 0.35% | 0.35% | 73 | +236 | 1.14% | Q4 2025 | Jan 27, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | Reduced | 20,886 | 996 | 0.55% | 0.57% | 74 | -423 | -1.99% | Q4 2025 | Feb 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 20,606 | 983 | 0.02% | 0.02% | 75 | +2,493 | 13.76% | Q4 2025 | Feb 19, 2026 |
| GTS SECURITIES LLC | History | Added to | 20,538 | 980 | 0.03% | 0.01% | 76 | +15,809 | 334.3% | Q4 2025 | Feb 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 20,513 | 979 | 0.02% | 0.02% | 77 | +884 | 4.5% | Q4 2025 | Jan 23, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 20,390 | 973 | 0.22% | 0.31% | 78 | -4,853 | -19.23% | Q4 2025 | Feb 09, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Added to | 19,848 | 947 | 0.34% | 0.27% | 79 | +4,420 | 28.65% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 19,610 | 935 | 0.0% | 0.0% | 80 | +677 | 3.58% | Q4 2025 | Feb 06, 2026 |
| World Investment Advisors | History | Added to | 19,025 | 908 | 0.01% | 0.02% | 81 | +641 | 3.49% | Q4 2025 | Mar 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 18,939 | 903 | 0.0% | 0.0% | 82 | -1,150 | -5.72% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 18,808 | 897 | 0.0% | 0.0% | 83 | -25,039 | -57.11% | Q4 2025 | Feb 11, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 18,257 | 871 | 0.0% | 0.0% | 84 | +13,762 | 306.16% | Q4 2025 | Feb 11, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 17,856 | 852 | 0.03% | 0.04% | 85 | +30 | 0.17% | Q4 2025 | Jan 16, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 17,674 | 843 | 0.15% | 0.15% | 86 | +153 | 0.87% | Q4 2025 | Jan 16, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 16,949 | 808 | 0.01% | 0.01% | 87 | +120 | 0.71% | Q4 2025 | Feb 13, 2026 |
| Legacy Financial Group LLC | History | Added to | 16,692 | 807 | 0.1% | 0.1% | 88 | +480 | 2.96% | Q4 2025 | Feb 05, 2026 |
| Northstar Group, Inc. | History | Reduced | 16,650 | 794 | 0.11% | 0.12% | 89 | -300 | -1.77% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 16,017 | 764 | 0.0% | 0.0% | 90 | +1,245 | 8.43% | Q4 2025 | Feb 12, 2026 |
| AlTi Global, Inc. | History | Reduced | 15,195 | 725 | 0.02% | 0.02% | 91 | -1,907 | -11.15% | Q4 2025 | Feb 13, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 14,879 | 710 | 0.12% | — | 92 | +14,879 | New | Q4 2025 | Feb 12, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 14,730 | 703 | 0.1% | 0.1% | 93 | +551 | 3.89% | Q4 2025 | Jan 06, 2026 |
| MAI Capital Management | History | Reduced | 14,701 | 701 | 0.0% | 0.0% | 94 | -81 | -0.55% | Q4 2025 | Feb 13, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 14,671 | 700 | 0.01% | 0.01% | 95 | -234 | -1.57% | Q4 2025 | Feb 05, 2026 |
| Sigma Planning Corp | History | Added to | 14,441 | 689 | 0.02% | 0.02% | 96 | +1,116 | 8.38% | Q4 2025 | Jan 30, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 14,391 | 686 | 0.02% | 0.02% | 97 | -716 | -4.74% | Q4 2025 | Jan 20, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 14,247 | 680 | 0.04% | 0.04% | 98 | +1,429 | 11.15% | Q4 2025 | Feb 04, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 14,231 | 679 | 0.24% | 0.34% | 99 | +10,631 | 295.31% | Q4 2025 | Jan 20, 2026 |
| Mariner, LLC | History | Reduced | 14,193 | 677 | 0.0% | 0.0% | 100 | -352 | -2.42% | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 13,836 | 660 | 0.01% | 0.01% | 101 | +713 | 5.43% | Q4 2025 | Jan 29, 2026 |
| Advisory Services Network, LLC | History | Added to | 13,690 | 653 | 0.01% | 0.01% | 102 | +5,919 | 76.17% | Q4 2025 | Feb 17, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 13,303 | 634 | 0.5% | — | 103 | +13,303 | New | Q4 2025 | Feb 11, 2026 |
| AE Wealth Management LLC | History | Reduced | 13,191 | 629 | 0.0% | 0.01% | 104 | -13,258 | -50.13% | Q4 2025 | Jan 26, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 12,962 | 618 | 0.11% | 0.11% | 105 | +534 | 4.3% | Q4 2025 | Jan 27, 2026 |
| Armstrong, Fleming & Moore, Inc | History | No change | 12,042 | 574 | 0.27% | 0.27% | 106 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Visionary Wealth Advisors | History | Added to | 11,704 | 558 | 0.03% | 0.02% | 107 | +1,381 | 13.38% | Q4 2025 | Feb 13, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 11,394 | 543 | 0.27% | 0.26% | 108 | -31 | -0.27% | Q4 2025 | Feb 13, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 11,337 | 541 | 0.03% | 0.02% | 109 | +1,340 | 13.4% | Q4 2025 | Feb 13, 2026 |
| Wealth Forward, LLC | History | Added to | 11,223 | 535 | 0.3% | 0.25% | 110 | +2,258 | 25.19% | Q4 2025 | Jan 30, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 11,060 | 527 | 0.01% | 0.01% | 111 | +1 | 0.01% | Q4 2025 | Jan 20, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 11,012 | 525 | 0.04% | 0.05% | 112 | -1,911 | -14.79% | Q4 2025 | Jan 23, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 10,915 | 520 | 0.14% | 0.15% | 113 | -546 | -4.76% | Q4 2025 | Jan 16, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 10,844 | 517 | 0.06% | 0.02% | 114 | +6,503 | 149.8% | Q4 2025 | Jan 14, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 10,800 | 515 | 0.04% | 0.04% | 115 | -286 | -2.58% | Q4 2025 | Feb 10, 2026 |
| Mosley Wealth Management | History | New | 10,708 | 510 | 0.23% | — | 116 | +10,708 | New | Q4 2025 | Feb 12, 2026 |
| MPS Loria Financial Planners, LLC | History | Added to | 10,550 | 503 | 0.13% | 0.13% | 118 | +596 | 5.99% | Q4 2025 | Feb 03, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Added to | 10,541 | 503 | 0.18% | 0.17% | 117 | +162 | 1.56% | Q4 2025 | Feb 10, 2026 |
| Dentgroup LLC | History | No change | 10,310 | 492 | 0.34% | 0.32% | 119 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CENTRAL TRUST Co | History | Added to | 10,229 | 488 | 0.01% | 0.01% | 120 | +1,074 | 11.73% | Q4 2025 | Feb 02, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 9,751 | 465 | 0.0% | 0.0% | 122 | +1,095 | 12.65% | Q4 2025 | Feb 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 9,755 | 465 | 0.0% | 0.0% | 121 | +788 | 8.79% | Q4 2025 | Feb 17, 2026 |
| Plan Group Financial, LLC | History | Reduced | 9,598 | 458 | 0.12% | 0.15% | 123 | -2,533 | -20.88% | Q4 2025 | Feb 03, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 9,552 | 456 | 0.02% | 0.02% | 124 | +705 | 7.97% | Q4 2025 | Feb 13, 2026 |
| GWN SECURITIES INC. | History | Added to | 9,568 | 456 | 0.09% | 0.1% | 125 | +438 | 4.8% | Q4 2025 | Feb 11, 2026 |
| Ascent Group, LLC | History | No change | 9,533 | 455 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | New | 9,466 | 451 | 0.01% | — | 127 | +9,466 | New | Q4 2025 | Feb 02, 2026 |
| Moss Adams Wealth Advisors LLC | History | Added to | 9,300 | 443 | 0.03% | 0.03% | 128 | +50 | 0.54% | Q4 2025 | Jan 26, 2026 |
| StoneX Group Inc. | History | Reduced | 9,135 | 436 | 0.02% | 0.02% | 129 | -200 | -2.14% | Q4 2025 | Feb 12, 2026 |
| Heirloom Wealth Management | History | Added to | 9,094 | 434 | 0.1% | 0.1% | 130 | +85 | 0.94% | Q4 2025 | Jan 15, 2026 |
| Syverson Strege & Co | History | Added to | 8,928 | 426 | 0.1% | 0.08% | 131 | +2,179 | 32.29% | Q4 2025 | Feb 09, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 8,834 | 421 | 0.01% | 0.0% | 132 | +3,923 | 79.88% | Q4 2025 | Jan 14, 2026 |
| Strategic Blueprint, LLC | History | New | 8,751 | 417 | 0.02% | — | 133 | +8,751 | New | Q4 2025 | Jan 30, 2026 |
| Paragon Advisors, LLC | History | New | 8,751 | 417 | 0.11% | — | 134 | +8,751 | New | Q4 2025 | Jan 12, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 8,753 | 417 | 0.05% | 0.05% | 135 | -30 | -0.34% | Q4 2025 | Jan 27, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 8,640 | 412 | 0.09% | 0.09% | 137 | +564 | 6.98% | Q4 2025 | Jan 16, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 8,651 | 412 | 0.0% | 0.0% | 136 | -88 | -1.01% | Q4 2025 | Feb 13, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 8,515 | 411 | 0.05% | 0.05% | 138 | -771 | -8.3% | Q4 2025 | Feb 13, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 8,588 | 409 | 0.03% | 0.03% | 139 | -53 | -0.61% | Q4 2025 | Jan 09, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 8,477 | 404 | 0.0% | 0.0% | 140 | -1,159 | -12.03% | Q4 2025 | Feb 17, 2026 |
| Kastel Capital Advisors, LLC | History | New | 8,440 | 402 | 0.25% | — | 141 | +8,440 | New | Q4 2025 | Feb 18, 2026 |
| Premier Private Wealth Management LLC | History | New | 8,241 | 399 | 0.41% | — | 142 | +8,241 | New | Q4 2025 | Feb 11, 2026 |
| SimpliFi, Inc. | History | Reduced | 8,299 | 396 | 0.17% | 0.17% | 143 | -13 | -0.16% | Q4 2025 | Jan 23, 2026 |
| GeoWealth Management, LLC | History | Reduced | 8,231 | 392 | 0.01% | 0.01% | 144 | -63 | -0.76% | Q4 2025 | Feb 17, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 8,092 | 386 | 0.1% | 0.1% | 145 | +201 | 2.55% | Q4 2025 | Feb 02, 2026 |
| Lido Advisors, LLC | History | No change | 8,005 | 380 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| IHT Wealth Management, LLC | History | Added to | 7,944 | 379 | 0.01% | 0.01% | 147 | +4 | 0.05% | Q4 2025 | Feb 17, 2026 |
| CFO4Life Group, LLC | History | No change | 7,935 | 378 | 0.05% | 0.05% | 148 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CITADEL ADVISORS LLC | History | New | 7,824 | 373 | 0.0% | — | 149 | +7,824 | New | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 7,808 | 373 | 0.0% | 0.0% | 150 | +3,101 | 65.88% | Q4 2025 | Jan 26, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 7,772 | 370 | 0.01% | 0.01% | 151 | -185 | -2.32% | Q4 2025 | Feb 17, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 7,662 | 365 | 0.27% | 0.28% | 152 | +22 | 0.29% | Q4 2025 | Feb 05, 2026 |
| Creative Planning | History | Reduced | 7,584 | 361 | 0.0% | 0.0% | 153 | -63 | -0.82% | Q4 2025 | Feb 17, 2026 |
| Maxele Advisors, LLC | History | Added to | 7,416 | 353 | 0.29% | 0.28% | 154 | +520 | 7.54% | Q4 2025 | Feb 05, 2026 |
| RFG Advisory, LLC | History | Reduced | 7,391 | 352 | 0.01% | 0.01% | 155 | -4,419 | -37.42% | Q4 2025 | Feb 03, 2026 |
| Efficient Advisors, LLC | History | Reduced | 7,321 | 349 | 0.02% | 0.02% | 156 | -290 | -3.81% | Q4 2025 | Jan 21, 2026 |
| Worth Financial Advisory Group, LLC | History | New | 7,310 | 348 | 0.17% | — | 157 | +7,310 | New | Q4 2025 | Jan 16, 2026 |
| Westmount Partners, LLC | History | Added to | 7,080 | 337 | 0.08% | 0.09% | 158 | +150 | 2.16% | Q4 2025 | Jan 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 7,028 | 335 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Xena Financial Planning, LLC | History | New | 6,960 | 332 | 0.39% | — | 160 | +6,960 | New | Q4 2025 | Jan 15, 2026 |
| Austin Private Wealth, LLC | History | No change | 6,955 | 331 | 0.02% | 0.03% | 161 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 6,850 | 326 | 0.01% | 0.01% | 162 | +232 | 3.51% | Q4 2025 | Jan 07, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 6,804 | 324 | 0.04% | 0.04% | 163 | -149 | -2.14% | Q4 2025 | Jan 15, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 6,805 | 324 | 0.11% | 0.12% | 164 | -109 | -1.58% | Q4 2025 | Jan 12, 2026 |
| Smith Partners Wealth Management, LLC | History | New | 6,661 | 317 | 0.29% | — | 166 | +6,661 | New | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | New | 6,643 | 317 | 0.01% | — | 165 | +6,643 | New | Q4 2025 | Feb 13, 2026 |
| Leading Edge Financial Planning LLC | History | Reduced | 6,597 | 314 | 0.07% | 0.08% | 167 | -243 | -3.55% | Q4 2025 | Jan 21, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 6,470 | 308 | 0.0% | 0.0% | 168 | +238 | 3.82% | Q4 2025 | Feb 12, 2026 |
| Claro Advisors Inc. | History | Added to | 6,450 | 307 | 0.04% | 0.04% | 169 | +50 | 0.78% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 6,339 | 302 | 0.0% | 0.0% | 170 | -718 | -10.17% | Q4 2025 | Feb 17, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 6,084 | 290 | 0.01% | 0.01% | 171 | -1,087 | -15.16% | Q4 2025 | Feb 05, 2026 |
| POTENTIA WEALTH | History | New | 6,037 | 288 | 0.11% | — | 172 | +6,037 | New | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 6,029 | 287 | 0.0% | 0.0% | 173 | +10 | 0.17% | Q4 2025 | Mar 16, 2026 |
| MKD WEALTH COACHES, LLC | History | Added to | 6,013 | 286 | 0.29% | 0.28% | 174 | +37 | 0.62% | Q4 2025 | Jan 12, 2026 |
| CGN Advisors LLC | History | Added to | 5,847 | 279 | 0.02% | 0.02% | 175 | +184 | 3.25% | Q4 2025 | Jan 05, 2026 |
| Aprio Wealth Management, LLC | History | No change | 5,700 | 272 | 0.02% | 0.03% | 176 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Empirical Asset Management, LLC | History | Added to | 5,677 | 270 | 0.08% | 0.07% | 177 | +93 | 1.67% | Q4 2025 | Feb 06, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 5,508 | 262 | 0.08% | 0.09% | 179 | -202 | -3.54% | Q4 2025 | Jan 07, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 5,500 | 262 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 5,484 | 261 | 0.0% | 0.0% | 180 | -1,234 | -18.37% | Q4 2025 | Feb 12, 2026 |
| Sightline Wealth Advisors, LLC | History | Reduced | 5,472 | 261 | 0.11% | 0.12% | 181 | -252 | -4.4% | Q4 2025 | Jan 26, 2026 |
| TBH Global Asset Management, LLC | History | New | 3,050 | 260 | 0.04% | — | 182 | +3,050 | New | Q4 2025 | Jan 29, 2026 |
| Cerity Partners LLC | History | New | 5,415 | 258 | 0.0% | — | 183 | +5,415 | New | Q4 2025 | Feb 11, 2026 |
| Sherman Wealth Management LLC | History | New | 5,396 | 257 | 0.22% | — | 184 | +5,396 | New | Q4 2025 | Jan 15, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 5,341 | 254 | 0.1% | 0.11% | 185 | +66 | 1.25% | Q4 2025 | Feb 02, 2026 |
| Financial Enhancement Group LLC | History | Reduced | 5,246 | 252 | 0.03% | 0.04% | 187 | -1,000 | -16.01% | Q4 2025 | Jan 23, 2026 |
| &PARTNERS | History | Reduced | 5,290 | 252 | 0.0% | 0.0% | 186 | -675 | -11.32% | Q4 2025 | Feb 17, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 5,224 | 249 | 0.01% | 0.02% | 188 | -854 | -14.05% | Q4 2025 | Feb 06, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 5,160 | 246 | 0.03% | 0.04% | 189 | +137 | 2.73% | Q4 2025 | Jan 12, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 5,000 | 238 | 0.04% | — | 190 | +5,000 | New | Q4 2025 | Feb 18, 2026 |
| Adams Wealth Management | History | Added to | 4,968 | 237 | 0.05% | 0.04% | 191 | +677 | 15.78% | Q4 2025 | Feb 18, 2026 |
| CacheTech Inc. | History | Added to | 4,968 | 237 | 0.04% | 0.04% | 192 | +677 | 15.78% | Q4 2025 | Feb 18, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 4,874 | 233 | 0.0% | — | 193 | +4,874 | New | Q4 2025 | Feb 05, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 4,864 | 232 | 0.01% | 0.01% | 195 | -922 | -15.94% | Q4 2025 | Jan 09, 2026 |
| Atria Investments, Inc | History | Added to | 4,865 | 232 | 0.0% | 0.0% | 194 | +133 | 2.81% | Q4 2025 | Feb 05, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 4,788 | 228 | 0.01% | 0.01% | 196 | +184 | 4.0% | Q4 2025 | Jan 22, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Reduced | 4,690 | 226 | 0.02% | 0.03% | 197 | -2,649 | -36.09% | Q4 2025 | Feb 13, 2026 |
| TPG Financial Advisors, LLC | History | Reduced | 4,633 | 221 | 0.07% | 0.09% | 198 | -452 | -8.89% | Q4 2025 | Feb 06, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 4,629 | 220 | 0.0% | 0.0% | 199 | -862 | -15.7% | Q4 2025 | Feb 12, 2026 |
| Coordinated Financial Services, Inc. | History | New | 4,608 | 219 | 0.13% | — | 200 | +4,608 | New | Q4 2025 | Feb 09, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 4,584 | 218 | 0.01% | 0.02% | 201 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 4,505 | 215 | 0.0% | — | 202 | +4,505 | New | Q4 2025 | Feb 12, 2026 |
| Blue Trust, Inc. | History | Added to | 4,450 | 212 | 0.0% | 0.0% | 203 | +1,071 | 31.7% | Q4 2025 | Jan 16, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 4,384 | 209 | 0.0% | 0.0% | 204 | +62 | 1.43% | Q4 2025 | Feb 09, 2026 |
| Aquire Wealth Advisors, LLC | History | New | 4,330 | 206 | 0.05% | — | 205 | +4,330 | New | Q4 2025 | Jan 07, 2026 |
| CoreCap Advisors, LLC | History | Added to | 4,314 | 205 | 0.01% | 0.01% | 206 | +274 | 6.78% | Q4 2025 | Jan 13, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 4,231 | 204 | 0.13% | 0.14% | 207 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 4,260 | 203 | 0.01% | 0.01% | 208 | -518 | -10.84% | Q4 2025 | Jan 14, 2026 |
| FMR LLC | History | Added to | 4,231 | 201 | 0.0% | 0.0% | 209 | +429 | 11.28% | Q4 2025 | Feb 17, 2026 |
| SSA SWISS ADVISORS AG | History | Reduced | 4,003 | 191 | 0.09% | 0.1% | 210 | -430 | -9.7% | Q4 2025 | Feb 26, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 3,866 | 187 | 0.03% | 0.03% | 211 | +191 | 5.2% | Q4 2025 | Feb 02, 2026 |
| Allworth Financial LP | History | New | 3,728 | 177 | 0.0% | — | 212 | +3,728 | New | Q4 2025 | Feb 05, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 3,719 | 177 | 0.05% | 0.05% | 213 | +62 | 1.7% | Q4 2025 | Jan 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,594 | 171 | 0.0% | 0.0% | 214 | +2,218 | 161.19% | Q4 2025 | Jan 23, 2026 |
| Parallel Advisors, LLC | History | Added to | 3,554 | 169 | 0.0% | 0.0% | 215 | +2,000 | 128.7% | Q4 2025 | Feb 11, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 3,192 | 152 | 0.01% | 0.02% | 216 | -775 | -19.54% | Q4 2025 | Feb 11, 2026 |
| Root Financial Partners, LLC | History | No change | 2,925 | 139 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Strategic Advocates LLC | History | Reduced | 2,823 | 135 | 0.03% | 0.03% | 218 | -5 | -0.18% | Q4 2025 | Feb 11, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 2,818 | 134 | 0.01% | 0.01% | 219 | +368 | 15.02% | Q4 2025 | Jan 20, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 2,718 | 129 | 0.02% | 0.02% | 220 | +40 | 1.49% | Q4 2025 | Jan 20, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 2,624 | 125 | 0.05% | 0.05% | 221 | -12 | -0.46% | Q4 2025 | Feb 05, 2026 |
| Global Retirement Partners, LLC | History | Added to | 2,563 | 122 | 0.0% | 0.0% | 222 | +29 | 1.14% | Q4 2025 | Feb 06, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 2,391 | 114 | 0.04% | 0.04% | 223 | -100 | -4.01% | Q4 2025 | Jan 22, 2026 |
| NBC SECURITIES, INC. | History | Added to | 2,380 | 113 | 0.01% | 0.01% | 224 | +870 | 57.62% | Q4 2025 | Jan 29, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 2,369 | 113 | 0.0% | 0.0% | 225 | -16 | -0.67% | Q4 2025 | Jan 28, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 2,117 | 101 | 0.01% | 0.01% | 226 | +2 | 0.09% | Q4 2025 | Feb 20, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 1,903 | 90 | 0.02% | 0.02% | 227 | -55 | -2.81% | Q4 2025 | Feb 12, 2026 |
| McIlrath & Eck, LLC | History | Added to | 1,800 | 85 | 0.01% | 0.01% | 228 | +15 | 0.84% | Q4 2025 | Feb 03, 2026 |
| Salomon & Ludwin, LLC | History | No change | 1,744 | 83 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,728 | 82 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,645 | 78 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pacific Center for Financial Services | History | No change | 1,567 | 74 | 0.02% | 0.02% | 232 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,500 | 71 | 0.0% | — | 234 | +1,500 | New | Q4 2025 | Feb 03, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 1,503 | 71 | 0.0% | 0.0% | 233 | +1,019 | 210.54% | Q4 2025 | Feb 17, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 1,453 | 69 | 0.01% | 0.01% | 235 | -62 | -4.09% | Q4 2025 | Jan 07, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Added to | 1,427 | 68 | 0.04% | 0.0% | 236 | +1,397 | 4656.67% | Q4 2025 | Feb 18, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Reduced | 1,346 | 64 | 0.02% | 0.03% | 238 | -304 | -18.42% | Q4 2025 | Feb 13, 2026 |
| JNBA Financial Advisors | History | Added to | 1,361 | 64 | 0.01% | 0.01% | 237 | +15 | 1.11% | Q4 2025 | Jan 26, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 1,257 | 59 | 0.0% | — | 239 | +1,257 | New | Q4 2025 | Feb 11, 2026 |
| Rossby Financial, LCC | History | No change | 1,236 | 58 | 0.02% | 0.02% | 240 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 1,206 | 57 | 0.04% | 0.04% | 241 | +20 | 1.69% | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 732 | 34 | 0.0% | 0.0% | 242 | -77 | -9.52% | Q4 2025 | Feb 10, 2026 |
| ASSETMARK, INC | History | No change | 724 | 34 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SouthState Bank Corp | History | Reduced | 663 | 31 | 0.0% | 0.0% | 244 | -157 | -19.15% | Q4 2025 | Feb 11, 2026 |
| Sound Income Strategies, LLC | History | Added to | 649 | 31 | 0.0% | 0.0% | 245 | +17 | 2.69% | Q4 2025 | Jan 21, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 632 | 30 | 0.02% | 0.02% | 247 | +21 | 3.44% | Q4 2025 | Jan 14, 2026 |
| Archer Investment Corp | History | Added to | 635 | 30 | 0.01% | 0.01% | 246 | +6 | 0.95% | Q4 2025 | Jan 30, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 587 | 28 | 0.0% | — | 248 | +587 | New | Q4 2025 | Jan 21, 2026 |
| Bogart Wealth, LLC | History | No change | 595 | 28 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Lodestone Wealth Management LLC | History | New | 513 | 24 | 0.01% | — | 250 | +513 | New | Q4 2025 | Jan 15, 2026 |
| SageView Advisory Group, LLC | History | New | 439 | 20 | 0.0% | — | 252 | +439 | New | Q4 2025 | Feb 17, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 430 | 20 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Cape Investment Advisory, Inc. | History | New | 404 | 19 | 0.01% | — | 255 | +404 | New | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | No change | 411 | 19 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Spire Wealth Management | History | No change | 405 | 19 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Capital Analysts, LLC | History | Added to | 383 | 18 | 0.0% | 0.0% | 256 | +7 | 1.86% | Q4 2025 | Feb 11, 2026 |
| Elevated Capital Advisors, LLC | History | New | 368 | 17 | 0.0% | — | 257 | +368 | New | Q4 2025 | Jan 27, 2026 |
| Dunhill Financial, LLC | History | No change | 365 | 17 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 320 | 15 | 0.01% | — | 259 | +320 | New | Q4 2025 | Feb 10, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 291 | 13 | 0.0% | 0.0% | 260 | +5 | 1.75% | Q4 2025 | Jan 09, 2026 |
| Navalign, LLC | History | New | 272 | 12 | 0.0% | — | 261 | +272 | New | Q4 2025 | Feb 05, 2026 |
| DecisionPoint Financial, LLC | History | New | 265 | 12 | 0.0% | — | 262 | +265 | New | Q4 2025 | Jan 29, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 270 | 12 | 0.0% | 0.0% | 263 | +31 | 12.97% | Q4 2025 | Feb 13, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 238 | 11 | 0.0% | — | 264 | +238 | New | Q4 2025 | Feb 06, 2026 |
| Mascoma Wealth Management LLC | History | No change | 128 | 6 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| American Capital Advisory, LLC | History | No change | 135 | 6 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 119 | 5 | 0.0% | — | 268 | +119 | New | Q4 2025 | Feb 10, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 113 | 5 | 0.0% | 0.0% | 267 | -73 | -39.25% | Q4 2025 | Feb 13, 2026 |
| SHP Wealth Management | History | New | 100 | 4 | 0.0% | — | 270 | +100 | New | Q4 2025 | Mar 04, 2026 |
| PRIVATE TRUST CO NA | History | New | 85 | 4 | 0.0% | — | 269 | +85 | New | Q4 2025 | Jan 26, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 73 | 3 | 0.0% | 0.0% | 271 | +2 | 2.82% | Q4 2025 | Feb 06, 2026 |
| NBT BANK N A /NY | History | No change | 48 | 3 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 65 | 3 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 65 | 3 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| COMERICA BANK | History | New | 53 | 2 | 0.0% | — | 275 | +53 | New | Q4 2025 | Jan 29, 2026 |
| Richard Bernstein Advisors LLC | History | Reduced | 52 | 2 | 0.0% | 0.0% | 276 | -1 | -1.89% | Q4 2025 | Feb 03, 2026 |
| Clearstead Advisors, LLC | History | Added to | 31 | 1 | 0.0% | 0.0% | 277 | +1 | 3.33% | Q4 2025 | Feb 09, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 25 | 1 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Mason & Associates, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -8,271 | -100.0% | Q3 2025 | Nov 04, 2025 |
| RFP Financial Group LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -5,712 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Octavia Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,353 | -100.0% | Q3 2025 | Oct 28, 2025 |
| PFG Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -5,275 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Estate Counselors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,100 | -100.0% | Q3 2025 | Oct 31, 2025 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,000 | -100.0% | Q3 2025 | Mar 31, 2026 |
| Evensky & Katz LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,991 | -100.0% | Q3 2025 | Nov 13, 2025 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,822 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Stonebridge Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,733 | -100.0% | Q3 2025 | Oct 20, 2025 |
| UMB Bank, n.a. | History | Closed out | 0 | 0 | — | 0.0% | — | -565 | -100.0% | Q3 2025 | Nov 04, 2025 |
| United Community Bank | History | Closed out | 0 | 0 | — | 0.01% | — | -500 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Boreal Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -371 | -100.0% | Q3 2025 | Feb 13, 2026 |
| Beaird Harris Wealth Management, LLC | History | New | 300 | 0 | — | — | — | +300 | New | Q4 2025 | Feb 23, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -234 | -100.0% | Q3 2025 | Oct 23, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -216 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ancora Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -96 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -86 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ELEVATE WEALTH ADVISORY, INC | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Keating Financial Advisory Services, Inc. | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Feb 09, 2026 |
| Noble Wealth Management PBC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q3 2025 | Jan 05, 2026 |
| High Note Wealth, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |