iSHARES TRUST - AOR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 1,888,872 | 122,795 | 0.0% | 0.0% | 1 | +70,639 | 3.89% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,191,521 | 77,460 | 0.01% | 0.01% | 2 | +768,401 | 181.6% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 922,396 | 59,964 | 0.02% | 0.01% | 3 | +320,259 | 53.19% | Q4 2025 | Feb 11, 2026 |
| Worth Asset Management, LLC | History | Added to | 670,703 | 43,602 | 18.49% | 18.46% | 4 | +32,939 | 5.16% | Q4 2025 | Jan 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 667,701 | 43,407 | 0.01% | 0.0% | 5 | +532,206 | 392.79% | Q4 2025 | Feb 18, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 594,037 | 38,618 | 0.0% | 0.0% | 6 | -14,413 | -2.37% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 585,046 | 38,033 | 0.0% | 0.0% | 7 | +86,912 | 17.45% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 571,943 | 37,182 | 0.0% | 0.0% | 8 | +144,264 | 33.73% | Q4 2025 | Feb 13, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 483,350 | 31,421 | 0.65% | 0.66% | 9 | -89,827 | -15.67% | Q4 2025 | Feb 05, 2026 |
| ASPIRIANT, LLC | History | Added to | 481,329 | 31,291 | 0.9% | 0.92% | 10 | +15,686 | 3.37% | Q4 2025 | Jan 20, 2026 |
| BARCLAYS PLC | History | New | 419,700 | 27,284 | 0.01% | — | 11 | +419,700 | New | Q4 2025 | Feb 13, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 392,041 | 25,486 | 13.21% | 10.48% | 12 | +99,906 | 34.2% | Q4 2025 | Jan 29, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 366,042 | 23,796 | 0.02% | 0.0% | 13 | +335,437 | 1096.02% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Added to | 357,643 | 23,250 | 0.03% | 0.01% | 14 | +290,584 | 433.33% | Q4 2025 | Feb 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 321,733 | 20,915 | 0.27% | 0.28% | 15 | +21,400 | 7.13% | Q4 2025 | Feb 10, 2026 |
| Consilium Wealth Advisory, LLC | History | Added to | 319,268 | 20,755 | 7.66% | 7.73% | 16 | +8,010 | 2.57% | Q4 2025 | Jan 26, 2026 |
| ASSETMARK, INC | History | Reduced | 280,640 | 18,244 | 0.04% | 0.04% | 17 | -2,693 | -0.95% | Q4 2025 | Jan 23, 2026 |
| ROYAL BANK OF CANADA | History | New | 274,499 | 17,845 | 0.0% | — | 18 | +274,499 | New | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, LLC | History | Reduced | 247,953 | 16,119 | 0.13% | 0.16% | 19 | -6,915 | -2.71% | Q4 2025 | Feb 17, 2026 |
| BSW Wealth Partners | History | Added to | 247,812 | 16,110 | 1.93% | 1.89% | 20 | +12,149 | 5.16% | Q4 2025 | Jan 23, 2026 |
| UBS Group AG | History | Reduced | 245,582 | 15,965 | 0.0% | 0.0% | 21 | -10,846 | -4.23% | Q4 2025 | Jan 29, 2026 |
| Lebenthal Global Advisors, LLC | History | Reduced | 224,400 | 14,588 | 2.25% | 2.53% | 22 | -44 | -0.02% | Q4 2025 | Jan 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 200,731 | 13,049 | 0.03% | 0.04% | 23 | +2,519 | 1.27% | Q4 2025 | Feb 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 199,303 | 12,956 | 0.0% | 0.0% | 24 | +115,384 | 137.49% | Q4 2025 | Feb 10, 2026 |
| Phil A. Younker & Associates, Ltd. | History | Added to | 177,547 | 11,542 | 8.05% | 6.53% | 25 | +45,174 | 34.13% | Q4 2025 | Jan 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 153,051 | 9,951 | 0.01% | 0.01% | 26 | +13,000 | 9.28% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 144,729 | 9,408 | 0.01% | 0.01% | 27 | +46,926 | 47.98% | Q4 2025 | Feb 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 140,652 | 9,143 | 0.11% | 0.12% | 28 | +3,273 | 2.38% | Q4 2025 | Jan 29, 2026 |
| Creative Planning | History | Added to | 128,342 | 8,343 | 0.01% | 0.0% | 29 | +69,476 | 118.02% | Q4 2025 | Feb 17, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 124,898 | 8,119 | 0.81% | 0.8% | 30 | +3,049 | 2.5% | Q4 2025 | Feb 13, 2026 |
| Ellenbecker Investment Group | History | Added to | 113,071 | 7,350 | 1.03% | 0.98% | 31 | +10,337 | 10.06% | Q4 2025 | Jan 30, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 109,727 | 7,133 | 0.01% | 0.01% | 32 | +13,193 | 13.67% | Q4 2025 | Feb 02, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 109,568 | 7,122 | 0.03% | 0.03% | 33 | +18,099 | 19.79% | Q4 2025 | Feb 13, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | Added to | 109,553 | 7,122 | 3.91% | 3.92% | 34 | +1,613 | 1.49% | Q4 2025 | Feb 12, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 109,190 | 7,098 | 0.71% | 0.68% | 35 | +8,127 | 8.04% | Q4 2025 | Jan 27, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 108,561 | 7,058 | 0.02% | 0.0% | 36 | +80,917 | 292.71% | Q4 2025 | Feb 11, 2026 |
| Legacy Wealth Partners, LLC | History | New | 105,680 | 6,870 | 1.78% | — | 37 | +105,680 | New | Q4 2025 | Feb 17, 2026 |
| NBT BANK N A /NY | History | Added to | 65 | 6,627 | 0.43% | 0.42% | 38 | +1 | 1.56% | Q4 2025 | Jan 23, 2026 |
| HANOVER ADVISORS INC | History | Added to | 100,435 | 6,529 | 2.53% | 2.42% | 39 | +3,704 | 3.83% | Q4 2025 | Feb 17, 2026 |
| Cogent Private Wealth, Inc. | History | New | 97,260 | 6,322 | 4.81% | — | 40 | +97,260 | New | Q4 2025 | Feb 10, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 92,928 | 6,069 | 1.36% | 1.54% | 41 | +99 | 0.11% | Q4 2025 | Feb 04, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 91,599 | 5,954 | 0.83% | 0.87% | 42 | -435 | -0.47% | Q4 2025 | Jan 06, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 90,676 | 5,894 | 0.93% | 1.06% | 43 | -10,238 | -10.15% | Q4 2025 | Feb 24, 2026 |
| Wealth Forward, LLC | History | Reduced | 86,635 | 5,632 | 3.18% | 3.28% | 44 | -1,111 | -1.27% | Q4 2025 | Jan 30, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Added to | 85,405 | 5,552 | 0.65% | 0.65% | 45 | +1,481 | 1.76% | Q4 2025 | Feb 03, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 80,089 | 5,272 | 0.01% | 0.01% | 46 | -893 | -1.1% | Q4 2025 | Jan 08, 2026 |
| Weaver Consulting Group | History | Added to | 77,658 | 5,048 | 1.23% | 1.18% | 47 | +5,490 | 7.61% | Q4 2025 | Feb 10, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 76,571 | 4,977 | 0.19% | 0.18% | 48 | +2,295 | 3.09% | Q4 2025 | Feb 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 76,378 | 4,965 | 0.01% | 0.01% | 49 | +3,129 | 4.27% | Q4 2025 | Feb 12, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 76,368 | 4,964 | 0.22% | 0.22% | 50 | +7,816 | 11.4% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 73,383 | 4,770 | 0.01% | 0.01% | 51 | +1,390 | 1.93% | Q4 2025 | Mar 09, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Reduced | 72,654 | 4,723 | 0.29% | 0.31% | 52 | -2,053 | -2.75% | Q4 2025 | Feb 12, 2026 |
| &PARTNERS | History | Added to | 69,946 | 4,547 | 0.02% | 0.02% | 53 | +13,738 | 24.44% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 65,582 | 4,263 | 0.05% | 0.01% | 54 | +47,971 | 272.39% | Q4 2025 | Jan 20, 2026 |
| Brookstone Capital Management | History | Added to | 64,214 | 4,174 | 0.05% | 0.05% | 55 | +1,882 | 3.02% | Q4 2025 | Jan 15, 2026 |
| BlueStem Wealth Partners, LLC | History | Reduced | 61,583 | 4,003 | 0.44% | 0.51% | 56 | -7,809 | -11.25% | Q4 2025 | Feb 06, 2026 |
| Fort Henry Capital, LLC | History | Added to | 59,514 | 3,868 | 2.37% | 2.35% | 57 | +1,990 | 3.46% | Q4 2025 | Jan 23, 2026 |
| GeoWealth Management, LLC | History | Added to | 59,203 | 3,848 | 0.14% | 0.13% | 58 | +4,985 | 9.19% | Q4 2025 | Feb 17, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 58,887 | 3,828 | 0.04% | 0.04% | 59 | +532 | 0.91% | Q4 2025 | Feb 12, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | Reduced | 57,550 | 3,741 | 1.78% | 1.94% | 60 | -40 | -0.07% | Q4 2025 | Jan 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 55,363 | 3,598 | 0.0% | 0.0% | 61 | +10,936 | 24.62% | Q4 2025 | Feb 17, 2026 |
| Dakota Wealth Management | History | Reduced | 50,224 | 3,265 | 0.06% | 0.07% | 62 | -3,427 | -6.39% | Q4 2025 | Jan 13, 2026 |
| WestEnd Advisors, LLC | History | Added to | 49,946 | 3,247 | 0.08% | 0.03% | 63 | +32,386 | 184.43% | Q4 2025 | Jan 27, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 49,958 | 3,247 | 0.0% | 0.0% | 64 | -888 | -1.75% | Q4 2025 | Feb 10, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 49,877 | 3,242 | 0.21% | 0.23% | 65 | -3,097 | -5.85% | Q4 2025 | Feb 18, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Reduced | 47,712 | 3,101 | 0.56% | 0.57% | 66 | -1,939 | -3.91% | Q4 2025 | Jan 16, 2026 |
| Elevation Capital Advisory, LLC | History | New | 44,547 | 2,895 | 1.18% | — | 68 | +44,547 | New | Q4 2025 | Jan 26, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 44,543 | 2,895 | 0.06% | 0.07% | 67 | -441 | -0.98% | Q4 2025 | Feb 09, 2026 |
| Intrua Financial, LLC | History | Added to | 43,572 | 2,832 | 0.3% | 0.3% | 69 | +627 | 1.46% | Q4 2025 | Feb 05, 2026 |
| IFG Advisory, LLC | History | Added to | 42,321 | 2,751 | 0.12% | 0.11% | 70 | +3,544 | 9.14% | Q4 2025 | Feb 10, 2026 |
| Integrated Advisors Network LLC | History | Added to | 39,100 | 2,541 | 0.11% | 0.1% | 71 | +3,261 | 9.1% | Q4 2025 | Feb 17, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 38,397 | 2,496 | 0.27% | 0.28% | 72 | -42 | -0.11% | Q4 2025 | Feb 18, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 37,840 | 2,459 | 0.12% | 0.09% | 73 | +15,109 | 66.47% | Q4 2025 | Jan 28, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | New | 36,440 | 2,368 | 0.08% | — | 74 | +36,440 | New | Q4 2025 | Feb 11, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 36,307 | 2,360 | 0.18% | 0.1% | 75 | +16,262 | 81.13% | Q4 2025 | Jan 09, 2026 |
| AVALON CAPITAL MANAGEMENT | History | New | 34,207 | 2,223 | 0.53% | — | 76 | +34,207 | New | Q4 2025 | Feb 11, 2026 |
| Visionary Wealth Advisors | History | Reduced | 34,176 | 2,221 | 0.1% | 0.11% | 77 | -926 | -2.64% | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 32,929 | 2,140 | 0.02% | 0.03% | 78 | +2,949 | 9.84% | Q4 2025 | Jan 29, 2026 |
| Private Advisor Group, LLC | History | Reduced | 32,874 | 2,137 | 0.01% | 0.01% | 79 | -294 | -0.89% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 32,337 | 2,102 | 0.0% | 0.0% | 80 | +4,777 | 17.33% | Q4 2025 | Feb 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 32,047 | 2,082 | 0.0% | 0.0% | 81 | +1,579 | 5.18% | Q4 2025 | Feb 17, 2026 |
| Legacy Advisory Services, LLC | History | Reduced | 31,629 | 2,056 | 1.55% | 1.54% | 82 | -150 | -0.47% | Q4 2025 | Jan 23, 2026 |
| Global Assets Advisory, LLC | History | Added to | 31,116 | 2,022 | 0.58% | 0.55% | 83 | +2,519 | 8.81% | Q4 2025 | Feb 09, 2026 |
| Selby Wealth Management, LLC | History | New | 30,635 | 1,991 | 0.8% | — | 84 | +30,635 | New | Q4 2025 | Feb 13, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 29,714 | 1,931 | 0.02% | 0.02% | 85 | +4,201 | 16.47% | Q4 2025 | Feb 02, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Added to | 28,737 | 1,902 | 0.89% | 0.37% | 86 | +19,470 | 210.1% | Q4 2025 | Jan 26, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | New | 28,584 | 1,858 | 0.0% | — | 87 | +28,584 | New | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 28,230 | 1,835 | 0.0% | 0.0% | 88 | +575 | 2.08% | Q4 2025 | Feb 06, 2026 |
| GTS SECURITIES LLC | History | Added to | 28,004 | 1,820 | 0.06% | 0.01% | 89 | +24,859 | 790.43% | Q4 2025 | Feb 13, 2026 |
| Harbor Group, Inc. | History | Added to | 27,941 | 1,816 | 0.27% | 0.28% | 90 | +213 | 0.77% | Q4 2025 | Jan 12, 2026 |
| Lido Advisors, LLC | History | Added to | 27,715 | 1,798 | 0.01% | 0.01% | 91 | +119 | 0.43% | Q4 2025 | Feb 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 27,334 | 1,776 | 0.0% | 0.0% | 92 | +915 | 3.46% | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | Added to | 26,976 | 1,753 | 0.04% | 0.04% | 93 | +837 | 3.2% | Q4 2025 | Feb 02, 2026 |
| Rothschild Wealth LLC | History | Reduced | 26,721 | 1,737 | 0.17% | 0.43% | 94 | -4,001 | -13.02% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 26,718 | 1,736 | 0.01% | 0.01% | 95 | +1,135 | 4.44% | Q4 2025 | Feb 17, 2026 |
| Legacy Financial Group LLC | History | Added to | 25,645 | 1,699 | 0.21% | 0.19% | 96 | +2,770 | 12.11% | Q4 2025 | Feb 05, 2026 |
| Prentice Wealth Management LLC | History | Reduced | 26,109 | 1,697 | 0.39% | 0.42% | 97 | -362 | -1.37% | Q4 2025 | Jan 30, 2026 |
| Avior Wealth Management, LLC | History | Added to | 25,600 | 1,664 | 0.05% | 0.05% | 98 | +671 | 2.69% | Q4 2025 | Jan 06, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 25,462 | 1,655 | 0.16% | 0.16% | 99 | -133 | -0.52% | Q4 2025 | Feb 11, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 25,318 | 1,645 | 0.02% | 0.01% | 100 | +2,148 | 9.27% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 24,950 | 1,622 | 0.01% | — | 101 | +24,950 | New | Q4 2025 | Feb 05, 2026 |
| Vines Capital Management, LLC | History | New | 24,721 | 1,607 | 1.57% | — | 102 | +24,721 | New | Q4 2025 | Feb 17, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 24,643 | 1,602 | 0.2% | 0.21% | 103 | -2,201 | -8.2% | Q4 2025 | Jan 27, 2026 |
| Weitzel Financial Services, Inc. | History | Added to | 24,046 | 1,569 | 0.61% | 0.59% | 104 | +1,426 | 6.3% | Q4 2025 | Feb 03, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 24,049 | 1,563 | 0.03% | 0.03% | 105 | -972 | -3.88% | Q4 2025 | Jan 16, 2026 |
| Piedmont Capital Management, LLC | History | Added to | 23,407 | 1,521 | 0.78% | 0.78% | 106 | +571 | 2.5% | Q4 2025 | Feb 13, 2026 |
| Worth Financial Advisory Group, LLC | History | Reduced | 22,873 | 1,486 | 0.72% | 0.85% | 107 | -647 | -2.75% | Q4 2025 | Jan 16, 2026 |
| Moss Adams Wealth Advisors LLC | History | Added to | 22,809 | 1,482 | 0.11% | 0.11% | 108 | +639 | 2.88% | Q4 2025 | Jan 26, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 22,238 | 1,445 | 0.01% | 0.01% | 109 | +115 | 0.52% | Q4 2025 | Jan 29, 2026 |
| Matrix Trust Co | History | New | 21,965 | 1,428 | 0.24% | — | 110 | +21,965 | New | Q4 2025 | Jan 13, 2026 |
| Centerline Wealth Advisors, LLC | History | Reduced | 21,824 | 1,418 | 0.51% | 4.12% | 111 | -125,312 | -85.17% | Q4 2025 | Jan 08, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 21,566 | 1,402 | 0.0% | 0.0% | 112 | -1,148 | -5.05% | Q4 2025 | Mar 16, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 21,211 | 1,378 | 0.01% | 0.01% | 113 | +1,235 | 6.18% | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 21,044 | 1,368 | 0.01% | 0.01% | 114 | -429 | -2.0% | Q4 2025 | Feb 12, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | Reduced | 21,041 | 1,367 | 0.29% | 0.23% | 115 | -88 | -0.42% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 20,969 | 1,363 | 0.0% | 0.0% | 116 | +84 | 0.4% | Q4 2025 | Feb 13, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 20,947 | 1,361 | 0.09% | 0.09% | 117 | +321 | 1.56% | Q4 2025 | Jan 27, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 20,175 | 1,311 | 0.14% | 0.13% | 118 | +493 | 2.5% | Q4 2025 | Jan 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 19,820 | 1,288 | 0.0% | 0.0% | 119 | -821 | -3.98% | Q4 2025 | Feb 12, 2026 |
| Waterloo Capital, L.P. | History | Added to | 19,733 | 1,282 | 0.09% | 0.09% | 120 | +1,773 | 9.87% | Q4 2025 | Feb 10, 2026 |
| Gallacher Capital Management LLC | History | Added to | 19,563 | 1,271 | 0.49% | 0.44% | 121 | +2,304 | 13.35% | Q4 2025 | Feb 03, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 19,351 | 1,258 | 0.64% | 0.64% | 122 | -1,534 | -7.34% | Q4 2025 | Feb 13, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 19,332 | 1,256 | 0.22% | 0.06% | 123 | +14,538 | 303.25% | Q4 2025 | Jan 07, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 19,041 | 1,237 | 0.28% | 0.15% | 124 | +9,219 | 93.86% | Q4 2025 | Jan 16, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 19,000 | 1,235 | 0.0% | 0.0% | 125 | -2,600 | -12.04% | Q4 2025 | Feb 12, 2026 |
| MPS Loria Financial Planners, LLC | History | Added to | 18,852 | 1,225 | 0.31% | 0.29% | 126 | +1,767 | 10.34% | Q4 2025 | Feb 03, 2026 |
| SimpliFi, Inc. | History | Reduced | 18,847 | 1,225 | 0.52% | 0.52% | 127 | -32 | -0.17% | Q4 2025 | Jan 23, 2026 |
| Sigma Planning Corp | History | Added to | 18,668 | 1,213 | 0.03% | 0.03% | 128 | +2,731 | 17.14% | Q4 2025 | Jan 30, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 18,377 | 1,194 | 0.06% | 0.06% | 129 | +624 | 3.51% | Q4 2025 | Feb 13, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 18,032 | 1,172 | 0.22% | 0.21% | 130 | +627 | 3.6% | Q4 2025 | Jan 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 17,980 | 1,168 | 0.0% | 0.0% | 131 | -5,034 | -21.87% | Q4 2025 | Feb 10, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 17,490 | 1,137 | 0.01% | 0.01% | 132 | -169 | -0.96% | Q4 2025 | Feb 12, 2026 |
| One Capital Management, LLC | History | Added to | 17,434 | 1,133 | 0.03% | 0.03% | 133 | +776 | 4.66% | Q4 2025 | Feb 10, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 17,148 | 1,114 | 0.01% | 0.01% | 134 | +6,305 | 58.15% | Q4 2025 | Feb 12, 2026 |
| WBH ADVISORY INC | History | No change | 17,034 | 1,107 | 0.08% | 0.08% | 135 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Northstar Group, Inc. | History | Reduced | 17,005 | 1,105 | 0.15% | 0.16% | 136 | -270 | -1.56% | Q4 2025 | Feb 13, 2026 |
| Greystone Financial Group, LLC | History | Added to | 16,995 | 1,104 | 0.17% | 0.16% | 137 | +550 | 3.34% | Q4 2025 | Jan 27, 2026 |
| AE Wealth Management LLC | History | Reduced | 16,847 | 1,095 | 0.01% | 0.01% | 138 | -417 | -2.42% | Q4 2025 | Jan 26, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 16,828 | 1,093 | 0.04% | 0.07% | 139 | -13,728 | -44.93% | Q4 2025 | Jan 12, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 16,791 | 1,091 | 0.04% | 0.03% | 140 | -706 | -4.03% | Q4 2025 | Jan 09, 2026 |
| Strategic Blueprint, LLC | History | New | 16,318 | 1,060 | 0.06% | — | 141 | +16,318 | New | Q4 2025 | Jan 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 16,127 | 1,048 | 0.0% | 0.0% | 142 | +2,798 | 20.99% | Q4 2025 | Feb 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 19,525 | 1,043 | 0.03% | 0.02% | 143 | +3,489 | 21.76% | Q4 2025 | Feb 11, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 15,981 | 1,038 | 0.02% | 0.03% | 144 | -3,494 | -17.94% | Q4 2025 | Feb 06, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 15,865 | 1,031 | 0.16% | 0.37% | 145 | -18,914 | -54.38% | Q4 2025 | Jan 14, 2026 |
| Westmount Partners, LLC | History | Added to | 15,819 | 1,028 | 0.26% | 0.25% | 146 | +948 | 6.37% | Q4 2025 | Jan 15, 2026 |
| Richard Bernstein Advisors LLC | History | Added to | 15,402 | 1,001 | 0.03% | 0.01% | 147 | +12,092 | 365.32% | Q4 2025 | Feb 03, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 15,319 | 995 | 0.01% | 0.01% | 148 | -4 | -0.03% | Q4 2025 | Feb 09, 2026 |
| CENTRAL TRUST Co | History | Added to | 15,275 | 993 | 0.02% | 0.02% | 149 | +147 | 0.97% | Q4 2025 | Feb 02, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 14,973 | 973 | 0.01% | 0.02% | 150 | -223 | -1.47% | Q4 2025 | Jan 22, 2026 |
| Eddie Patel Inc | History | New | 14,911 | 969 | 0.72% | — | 151 | +14,911 | New | Q4 2025 | Feb 17, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 14,893 | 968 | 0.01% | 0.01% | 152 | +399 | 2.75% | Q4 2025 | Feb 13, 2026 |
| Reyes Financial Architecture, Inc. | History | Added to | 14,883 | 967 | 0.59% | 0.14% | 153 | +11,650 | 360.35% | Q4 2025 | Jan 26, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 14,817 | 963 | 0.07% | 0.05% | 154 | +4,230 | 39.95% | Q4 2025 | Feb 18, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 14,040 | 912 | 0.01% | 0.01% | 155 | -2,722 | -16.24% | Q4 2025 | Feb 03, 2026 |
| Adirondack Capital Advisors, LLC | History | New | 13,000 | 845 | 0.57% | — | 156 | +13,000 | New | Q4 2025 | Feb 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 12,892 | 838 | 0.0% | 0.0% | 157 | -237 | -1.81% | Q4 2025 | Feb 13, 2026 |
| Westside Investment Management, Inc. | History | Added to | 12,730 | 827 | 0.13% | 0.1% | 158 | +3,365 | 35.93% | Q4 2025 | Jan 23, 2026 |
| FMR LLC | History | Added to | 12,693 | 825 | 0.0% | 0.0% | 159 | +6,901 | 119.15% | Q4 2025 | Feb 17, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 12,622 | 820 | 0.15% | 0.01% | 160 | +182 | 1.46% | Q4 2025 | Mar 04, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 12,609 | 819 | 0.15% | 0.14% | 161 | +492 | 4.06% | Q4 2025 | Jan 27, 2026 |
| High Falls Advisors, Inc | History | Reduced | 12,495 | 812 | 0.16% | 0.19% | 162 | -1,781 | -12.48% | Q4 2025 | Feb 18, 2026 |
| NVWM, LLC | History | Reduced | 12,362 | 803 | 0.17% | 0.18% | 163 | -188 | -1.5% | Q4 2025 | Jan 20, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 12,263 | 797 | 0.07% | 0.07% | 165 | +733 | 6.36% | Q4 2025 | Jan 21, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 12,272 | 797 | 0.01% | 0.01% | 164 | -92 | -0.74% | Q4 2025 | Feb 18, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 12,031 | 782 | 0.41% | 0.6% | 167 | -12,983 | -51.9% | Q4 2025 | Feb 18, 2026 |
| World Investment Advisors | History | Added to | 12,042 | 782 | 0.01% | 0.01% | 166 | +3,998 | 49.7% | Q4 2025 | Mar 12, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 12,035 | 782 | 0.31% | 0.31% | 168 | +59 | 0.49% | Q4 2025 | Feb 05, 2026 |
| Cerity Partners LLC | History | Added to | 11,795 | 766 | 0.0% | 0.0% | 169 | +1,201 | 11.34% | Q4 2025 | Feb 11, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 11,721 | 761 | 0.09% | 0.1% | 170 | +111 | 0.96% | Q4 2025 | Feb 13, 2026 |
| PDS Planning, Inc | History | Reduced | 11,558 | 751 | 0.05% | 0.06% | 171 | -1,250 | -9.76% | Q4 2025 | Jan 26, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 11,543 | 750 | 0.48% | 0.67% | 172 | -3,861 | -25.06% | Q4 2025 | Feb 05, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 11,522 | 749 | 0.08% | 0.08% | 173 | +800 | 7.46% | Q4 2025 | Feb 13, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 11,502 | 747 | 0.0% | 0.0% | 174 | -328 | -2.77% | Q4 2025 | Feb 12, 2026 |
| Fidato Wealth LLC | History | Added to | 11,453 | 744 | 0.48% | 0.48% | 175 | +146 | 1.29% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 11,286 | 733 | 0.01% | 0.01% | 176 | +5,006 | 79.71% | Q4 2025 | Jan 23, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 11,163 | 725 | 0.04% | 0.04% | 177 | +311 | 2.87% | Q4 2025 | Jan 20, 2026 |
| Composition Wealth, LLC | History | Added to | 11,095 | 721 | 0.01% | 0.01% | 178 | +1 | 0.01% | Q4 2025 | Feb 02, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 10,971 | 713 | 0.17% | 0.16% | 179 | +454 | 4.32% | Q4 2025 | Feb 17, 2026 |
| Integrity Wealth Solutions LLC | History | Reduced | 10,781 | 700 | 0.28% | 0.36% | 180 | -1,780 | -14.17% | Q4 2025 | Feb 02, 2026 |
| Trilogy Capital Inc. | History | Added to | 10,501 | 682 | 0.03% | 0.03% | 181 | +1,000 | 10.53% | Q4 2025 | Jan 22, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 10,385 | 675 | 0.01% | 0.02% | 182 | -1,396 | -11.85% | Q4 2025 | Feb 05, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 10,167 | 672 | 0.02% | 0.02% | 183 | +2,475 | 32.18% | Q4 2025 | Jan 23, 2026 |
| Camarda Financial Advisors, LLC | History | Reduced | 10,283 | 668 | 0.25% | 0.25% | 184 | -137 | -1.31% | Q4 2025 | Feb 17, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 10,223 | 664 | 0.01% | 0.01% | 185 | -2,313 | -18.45% | Q4 2025 | Jan 21, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 10,098 | 656 | 0.05% | 0.05% | 186 | +1 | 0.01% | Q4 2025 | Jan 07, 2026 |
| Brio Consultants, LLC | History | Reduced | 10,070 | 654 | 0.08% | 0.1% | 187 | -1,777 | -15.0% | Q4 2025 | Feb 04, 2026 |
| Busey Bank | History | No change | 10,026 | 651 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| EFG International AG | History | New | 9,627 | 625 | 0.01% | — | 189 | +9,627 | New | Q4 2025 | Feb 17, 2026 |
| High Net Worth Advisory Group LLC | History | New | 9,550 | 620 | 0.14% | — | 190 | +9,550 | New | Q4 2025 | Jan 23, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | Added to | 9,464 | 615 | 0.35% | 0.35% | 191 | +57 | 0.61% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 9,400 | 611 | 0.0% | 0.0% | 193 | -442 | -4.49% | Q4 2025 | Feb 12, 2026 |
| New Harbor Financial Group, LLC | History | Reduced | 9,400 | 611 | 0.11% | 0.12% | 192 | -34 | -0.36% | Q4 2025 | Jan 30, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 9,123 | 593 | 0.0% | 0.0% | 194 | +109 | 1.21% | Q4 2025 | Feb 06, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 8,976 | 583 | 0.07% | 0.06% | 195 | +1,547 | 20.82% | Q4 2025 | Jan 08, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 8,923 | 580 | 0.01% | 0.01% | 196 | -97 | -1.08% | Q4 2025 | Feb 09, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 8,793 | 571 | 0.02% | 0.02% | 197 | -485 | -5.23% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 8,736 | 568 | 0.0% | 0.0% | 198 | +2,508 | 40.27% | Q4 2025 | Jan 26, 2026 |
| New Capital Management LP | History | Added to | 8,710 | 566 | 0.14% | 0.15% | 199 | +81 | 0.94% | Q4 2025 | Jan 20, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 8,604 | 559 | 0.08% | 0.09% | 200 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Buttonwood Financial Group, LLC | History | Reduced | 8,426 | 556 | 0.3% | 0.3% | 201 | -2,385 | -22.06% | Q4 2025 | Jan 13, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 8,547 | 555 | 0.08% | 0.08% | 202 | +525 | 6.54% | Q4 2025 | Jan 12, 2026 |
| Heirloom Wealth Management | History | Added to | 8,532 | 554 | 0.13% | 0.13% | 203 | +288 | 3.49% | Q4 2025 | Jan 15, 2026 |
| MOR Wealth Management, LLC | History | New | 8,518 | 553 | 0.25% | — | 204 | +8,518 | New | Q4 2025 | Jan 15, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 8,490 | 551 | 0.06% | 0.07% | 205 | -936 | -9.93% | Q4 2025 | Jan 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 8,398 | 546 | 0.02% | 0.02% | 206 | +508 | 6.44% | Q4 2025 | Feb 13, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Added to | 8,405 | 546 | 0.03% | 0.03% | 207 | +45 | 0.54% | Q4 2025 | Feb 13, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 7,993 | 519 | 0.01% | — | 210 | +7,993 | New | Q4 2025 | Feb 13, 2026 |
| Mountain Capital Investment Advisors Inc. | History | Reduced | 7,818 | 519 | 0.08% | 0.09% | 208 | -519 | -6.23% | Q4 2025 | Jan 28, 2026 |
| Orin Green Financial, LLC | History | Added to | 7,984 | 519 | 0.21% | 0.21% | 209 | +13 | 0.16% | Q4 2025 | Feb 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 7,754 | 504 | 0.0% | 0.01% | 211 | -47,649 | -86.0% | Q4 2025 | Feb 18, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | New | 7,668 | 498 | 0.02% | — | 212 | +7,668 | New | Q4 2025 | Feb 13, 2026 |
| Strategic Advocates LLC | History | Reduced | 7,571 | 494 | 0.13% | 0.14% | 213 | -673 | -8.16% | Q4 2025 | Feb 11, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 7,562 | 491 | 0.02% | 0.03% | 214 | -1,080 | -12.5% | Q4 2025 | Jan 22, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 7,387 | 480 | 0.01% | 0.0% | 215 | +2,935 | 65.93% | Q4 2025 | Jan 30, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | New | 7,359 | 478 | 0.01% | — | 216 | +7,359 | New | Q4 2025 | Feb 17, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 7,346 | 477 | 0.02% | 0.03% | 217 | -3,503 | -32.29% | Q4 2025 | Jan 23, 2026 |
| Cresset Asset Management, LLC | History | No change | 7,342 | 477 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CX Institutional | History | Reduced | 7,178 | 467 | 0.01% | 0.02% | 219 | -733 | -9.27% | Q4 2025 | Feb 02, 2026 |
| Prospera Financial Services Inc | History | Reduced | 7,150 | 464 | 0.01% | 0.01% | 220 | -3,908 | -35.34% | Q4 2025 | Feb 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 7,151 | 464 | 0.0% | 0.0% | 221 | +54 | 0.76% | Q4 2025 | Feb 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 7,101 | 461 | 0.03% | 0.04% | 222 | -5 | -0.07% | Q4 2025 | Jan 07, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 6,969 | 453 | 0.03% | 0.03% | 223 | +20 | 0.29% | Q4 2025 | Feb 20, 2026 |
| BOSTON RESEARCH & MANAGEMENT INC | History | Added to | 6,956 | 452 | 0.1% | 0.1% | 224 | +30 | 0.43% | Q4 2025 | Feb 11, 2026 |
| Savvy Advisors, Inc. | History | New | 6,896 | 448 | 0.01% | — | 225 | +6,896 | New | Q4 2025 | Jan 20, 2026 |
| Transcendent Capital Group LLC | History | Added to | 6,831 | 444 | 0.2% | 0.14% | 226 | +1,999 | 41.37% | Q4 2025 | Jan 26, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Reduced | 6,814 | 443 | 0.18% | 0.18% | 227 | -148 | -2.13% | Q4 2025 | Jan 20, 2026 |
| Canal Capital Management, LLC | History | Reduced | 6,766 | 439 | 0.06% | 0.07% | 228 | -14 | -0.21% | Q4 2025 | Jan 06, 2026 |
| Valpey Financial Services, LLC | History | Added to | 6,745 | 438 | 0.28% | 0.27% | 229 | +257 | 3.96% | Q4 2025 | Mar 04, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 6,639 | 431 | 0.01% | 0.01% | 230 | -8,479 | -56.09% | Q4 2025 | Feb 11, 2026 |
| Redwood Park Advisors LLC | History | Added to | 6,597 | 428 | 0.29% | 0.18% | 231 | +2,429 | 58.28% | Q4 2025 | Feb 17, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Added to | 6,597 | 428 | 0.16% | 0.15% | 232 | +275 | 4.35% | Q4 2025 | Feb 17, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 6,574 | 427 | 0.08% | 0.09% | 233 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 6,514 | 425 | 0.01% | 0.01% | 234 | -5,403 | -45.34% | Q4 2025 | Feb 03, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 6,351 | 423 | 0.07% | 0.06% | 235 | +202 | 3.29% | Q4 2025 | Feb 02, 2026 |
| CoreCap Advisors, LLC | History | Added to | 6,465 | 420 | 0.01% | 0.02% | 236 | +8 | 0.12% | Q4 2025 | Jan 13, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 6,456 | 419 | 0.11% | 0.12% | 237 | +18 | 0.28% | Q4 2025 | Jan 28, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 6,380 | 414 | 0.09% | — | 238 | +6,380 | New | Q4 2025 | Feb 18, 2026 |
| Boston Standard Wealth Management, LLC | History | Reduced | 6,282 | 408 | 0.07% | 0.07% | 239 | -423 | -6.31% | Q4 2025 | Jan 07, 2026 |
| Divergent Planning, LLC | History | Added to | 6,262 | 408 | 0.1% | 0.1% | 240 | +174 | 2.86% | Q4 2025 | Jan 12, 2026 |
| Merit Financial Group, LLC | History | Reduced | 6,220 | 404 | 0.0% | 0.0% | 241 | -1,886 | -23.27% | Q4 2025 | Jan 26, 2026 |
| Regal Investment Advisors LLC | History | New | 6,191 | 402 | 0.02% | — | 242 | +6,191 | New | Q4 2025 | Feb 17, 2026 |
| XML Financial, LLC | History | No change | 6,196 | 402 | 0.03% | 0.03% | 243 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Continuum Advisory, LLC | History | New | 6,150 | 399 | 0.04% | — | 244 | +6,150 | New | Q4 2025 | Feb 11, 2026 |
| Premier Private Wealth Management LLC | History | New | 5,968 | 396 | 0.41% | — | 245 | +5,968 | New | Q4 2025 | Feb 11, 2026 |
| Janney Capital Management LLC | History | New | 6,075 | 395 | 0.02% | — | 246 | +6,075 | New | Q4 2025 | Feb 11, 2026 |
| DORVAL Corp | History | No change | 6,079 | 395 | 0.13% | 0.13% | 247 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Maia Wealth LLC | History | Added to | 5,895 | 393 | 0.07% | 0.06% | 248 | +60 | 1.03% | Q4 2025 | Feb 17, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 6,019 | 391 | 0.0% | 0.01% | 249 | -10 | -0.17% | Q4 2025 | Jan 26, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 6,011 | 390 | 0.24% | — | 250 | +6,011 | New | Q4 2025 | Feb 04, 2026 |
| Jaffetilchin Investment Partners, LLC | History | New | 5,991 | 389 | 0.02% | — | 251 | +5,991 | New | Q4 2025 | Jan 15, 2026 |
| Somnio Financial Group, LLC | History | Reduced | 5,984 | 389 | 0.26% | 0.33% | 253 | -1,565 | -20.73% | Q4 2025 | Jan 08, 2026 |
| Philip James Wealth Mangement, LLC | History | Reduced | 5,985 | 389 | 0.05% | 0.05% | 252 | -48 | -0.8% | Q4 2025 | Jan 20, 2026 |
| RDA Financial Network | History | Added to | 5,970 | 388 | 0.09% | 0.09% | 254 | +5 | 0.08% | Q4 2025 | Jan 06, 2026 |
| Saxony Capital Management, LLC | History | New | 5,963 | 387 | 0.24% | — | 255 | +5,963 | New | Q4 2025 | Jan 15, 2026 |
| Orcam Financial Group | History | New | 5,940 | 386 | 0.29% | — | 256 | +5,940 | New | Q4 2025 | Feb 06, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 5,754 | 382 | 0.04% | 0.05% | 257 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Retireful, LLC | History | New | 5,848 | 381 | 0.48% | — | 258 | +5,848 | New | Q4 2025 | Jan 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 5,746 | 373 | 0.0% | 0.0% | 259 | -1,445 | -20.09% | Q4 2025 | Feb 18, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 5,681 | 369 | 0.02% | 0.02% | 261 | +155 | 2.8% | Q4 2025 | Feb 05, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 5,684 | 369 | 0.01% | 0.01% | 260 | +17 | 0.3% | Q4 2025 | Feb 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 5,594 | 363 | 0.02% | 0.03% | 262 | -556 | -9.04% | Q4 2025 | Feb 03, 2026 |
| ESG Planning DBA Harper Investing | History | Reduced | 5,591 | 363 | 0.16% | 0.17% | 263 | -74 | -1.31% | Q4 2025 | Feb 04, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Added to | 5,458 | 361 | 0.02% | 0.03% | 265 | +32 | 0.59% | Q4 2025 | Feb 13, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 5,553 | 361 | 0.04% | 0.04% | 264 | -16 | -0.29% | Q4 2025 | Feb 17, 2026 |
| Peregrine Asset Advisers, Inc. | History | No change | 5,538 | 360 | 0.1% | 0.11% | 266 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| StoneX Group Inc. | History | Added to | 5,480 | 356 | 0.02% | 0.01% | 267 | +1,635 | 42.52% | Q4 2025 | Feb 12, 2026 |
| SouthState Bank Corp | History | Reduced | 5,406 | 351 | 0.02% | 0.02% | 268 | -698 | -11.44% | Q4 2025 | Feb 11, 2026 |
| Richmond Investment Services, LLC | History | New | 5,379 | 349 | 0.06% | — | 269 | +5,379 | New | Q4 2025 | Feb 12, 2026 |
| Compound Planning, Inc. | History | Added to | 5,335 | 346 | 0.01% | 0.01% | 270 | +285 | 5.64% | Q4 2025 | Feb 19, 2026 |
| Clear Point Advisors Inc. | History | Added to | 5,314 | 345 | 0.27% | 0.19% | 271 | +1,511 | 39.73% | Q4 2025 | Feb 10, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Added to | 5,303 | 344 | 0.06% | 0.06% | 272 | +1 | 0.02% | Q4 2025 | Jan 26, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Reduced | 5,253 | 341 | 0.23% | 0.3% | 273 | -1,162 | -18.11% | Q4 2025 | Jan 27, 2026 |
| Advisory Services Network, LLC | History | Added to | 5,176 | 336 | 0.0% | 0.0% | 274 | +1,272 | 32.58% | Q4 2025 | Feb 17, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 5,129 | 333 | 0.03% | 0.03% | 275 | -82 | -1.57% | Q4 2025 | Feb 10, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | No change | 4,897 | 318 | 0.03% | 0.03% | 276 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 4,868 | 316 | 0.03% | 0.03% | 277 | +282 | 6.15% | Q4 2025 | Jan 23, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 4,824 | 313 | 0.03% | 0.04% | 278 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Wealthquest Corp | History | New | 4,767 | 309 | 0.02% | — | 279 | +4,767 | New | Q4 2025 | Feb 09, 2026 |
| Aquire Wealth Advisors, LLC | History | Added to | 4,707 | 306 | 0.08% | 0.07% | 280 | +118 | 2.57% | Q4 2025 | Jan 07, 2026 |
| Bellwether Advisors, LLC | History | Reduced | 4,702 | 305 | 0.05% | 0.05% | 281 | -191 | -3.9% | Q4 2025 | Feb 09, 2026 |
| Syverson Strege & Co | History | Reduced | 4,672 | 303 | 0.07% | 0.07% | 282 | -163 | -3.37% | Q4 2025 | Feb 09, 2026 |
| Approach Retirement Advisors, LLC | History | New | 4,655 | 302 | 0.26% | — | 285 | +4,655 | New | Q4 2025 | Jan 29, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 4,647 | 302 | 0.09% | 0.08% | 284 | +445 | 10.59% | Q4 2025 | Jan 14, 2026 |
| Chesapeake Wealth Management | History | No change | 4,650 | 302 | 0.09% | 0.09% | 283 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Vantage Financial Partners, LLC | History | Added to | 4,641 | 301 | 0.06% | 0.06% | 286 | +299 | 6.89% | Q4 2025 | Feb 03, 2026 |
| MAI Capital Management | History | Added to | 4,578 | 297 | 0.0% | 0.0% | 287 | +235 | 5.41% | Q4 2025 | Feb 13, 2026 |
| NBC SECURITIES, INC. | History | Added to | 4,548 | 295 | 0.02% | 0.01% | 288 | +2,631 | 137.25% | Q4 2025 | Jan 29, 2026 |
| Intelligent Financial Strategies | History | Added to | 4,546 | 295 | 0.14% | 0.14% | 289 | +46 | 1.02% | Q4 2025 | Jan 26, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 4,513 | 294 | 0.02% | 0.17% | 290 | -31,067 | -87.32% | Q4 2025 | Jan 15, 2026 |
| Magnus Financial Group LLC | History | New | 4,511 | 293 | 0.02% | — | 291 | +4,511 | New | Q4 2025 | Jan 07, 2026 |
| Retirement Planning Group, LLC | History | Added to | 4,388 | 285 | 0.01% | 0.01% | 292 | +4 | 0.09% | Q4 2025 | Feb 03, 2026 |
| MANCHESTER FINANCIAL INC | History | Added to | 4,372 | 284 | 0.05% | 0.05% | 293 | +153 | 3.63% | Q4 2025 | Feb 12, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Added to | 4,380 | 284 | 0.1% | 0.1% | 294 | +109 | 2.55% | Q4 2025 | Feb 06, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 4,349 | 282 | 0.01% | 0.01% | 295 | -376 | -7.96% | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 4,300 | 279 | 0.02% | 0.02% | 296 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Capstone Wealth Management Group LLC | History | No change | 4,261 | 277 | 0.17% | 0.17% | 297 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Reduced | 4,234 | 275 | 0.12% | 0.13% | 298 | -69 | -1.6% | Q4 2025 | Jan 29, 2026 |
| Narwhal Capital Management | History | No change | 4,200 | 273 | 0.02% | 0.02% | 299 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| OPPENHEIMER & CO INC | History | New | 4,198 | 272 | 0.0% | — | 300 | +4,198 | New | Q4 2025 | Feb 02, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 4,171 | 271 | 0.0% | — | 301 | +4,171 | New | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 4,182 | 271 | 0.0% | 0.0% | 302 | +527 | 14.42% | Q4 2025 | Feb 11, 2026 |
| Pacific Sage Partners, LLC | History | Added to | 4,131 | 268 | 0.04% | 0.04% | 303 | +219 | 5.6% | Q4 2025 | Jan 16, 2026 |
| Stirlingshire Investments, Inc. | History | New | 4,113 | 267 | 0.24% | — | 304 | +4,113 | New | Q4 2025 | Feb 11, 2026 |
| CGN Advisors LLC | History | Reduced | 4,118 | 267 | 0.02% | 0.02% | 305 | -30 | -0.72% | Q4 2025 | Jan 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 4,083 | 265 | 0.0% | — | 306 | +4,083 | New | Q4 2025 | Feb 17, 2026 |
| JMG Financial Group, Ltd. | History | No change | 3,996 | 259 | 0.01% | 0.01% | 307 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Millstone Evans Group, LLC | History | Added to | 3,928 | 255 | 0.15% | 0.16% | 308 | +7 | 0.18% | Q4 2025 | Feb 02, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 3,885 | 252 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| IFP Advisors, Inc | History | Added to | 3,876 | 251 | 0.01% | 0.0% | 310 | +3,432 | 772.97% | Q4 2025 | Feb 06, 2026 |
| Western Wealth Management, LLC | History | Added to | 3,752 | 243 | 0.01% | 0.01% | 311 | +1 | 0.03% | Q4 2025 | Feb 05, 2026 |
| Stonehearth Capital Management, LLC | History | New | 3,708 | 241 | 0.09% | — | 312 | +3,708 | New | Q4 2025 | Jan 13, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 3,718 | 241 | 0.0% | 0.0% | 313 | -2,396 | -39.19% | Q4 2025 | Feb 17, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 3,720 | 241 | 0.05% | 0.06% | 314 | -500 | -11.85% | Q4 2025 | Jan 23, 2026 |
| Cascades Capital Asset Management, LLC | History | New | 3,700 | 240 | 0.1% | — | 315 | +3,700 | New | Q4 2025 | Feb 04, 2026 |
| Apex Wealth Management, LLC | History | Added to | 3,623 | 239 | 0.24% | 0.15% | 317 | +269 | 8.02% | Q4 2025 | Jan 26, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 3,689 | 239 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q4 2025 | Mar 25, 2026 |
| MRWM Advisors, LLC | History | Reduced | 3,633 | 236 | 0.13% | 0.13% | 318 | -5 | -0.14% | Q4 2025 | Jan 26, 2026 |
| Fermata Advisors, LLC | History | No change | 3,615 | 235 | 0.06% | 0.06% | 319 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| GEN Financial Management, INC. | History | Added to | 3,556 | 231 | 0.15% | 0.19% | 321 | +34 | 0.97% | Q4 2025 | Jan 15, 2026 |
| BCWM, LLC | History | Reduced | 3,559 | 231 | 0.07% | 0.07% | 320 | -5 | -0.14% | Q4 2025 | Feb 11, 2026 |
| Mosley Wealth Management | History | New | 3,569 | 230 | 0.11% | — | 323 | +3,569 | New | Q4 2025 | Feb 12, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 3,540 | 230 | 0.03% | 0.03% | 322 | +283 | 8.69% | Q4 2025 | Feb 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 3,534 | 229 | 0.01% | 0.01% | 324 | +157 | 4.65% | Q4 2025 | Feb 17, 2026 |
| Center for Financial Planning, Inc. | History | Added to | 3,524 | 229 | 0.02% | 0.02% | 326 | +49 | 1.41% | Q4 2025 | Feb 05, 2026 |
| Parallel Advisors, LLC | History | Added to | 3,523 | 229 | 0.0% | 0.0% | 325 | +29 | 0.83% | Q4 2025 | Feb 11, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 3,527 | 229 | 0.0% | 0.0% | 327 | +11 | 0.31% | Q4 2025 | Jan 07, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 3,499 | 227 | 0.0% | 0.0% | 328 | -4,721 | -57.43% | Q4 2025 | Feb 13, 2026 |
| Onyx Bridge Wealth Group LLC | History | New | 3,479 | 226 | 0.02% | — | 329 | +3,479 | New | Q4 2025 | Feb 18, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 3,434 | 223 | 0.0% | — | 330 | +3,434 | New | Q4 2025 | Jan 13, 2026 |
| FCA CORP /TX | History | No change | 3,430 | 222 | 0.06% | 0.06% | 331 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Insight Wealth Partners, LLC | History | Reduced | 3,387 | 220 | 0.03% | 0.07% | 332 | -80 | -2.31% | Q4 2025 | Feb 17, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 3,353 | 218 | 0.08% | 0.09% | 333 | +49 | 1.48% | Q4 2025 | Jan 21, 2026 |
| Mullooly Asset Management, Inc. | History | Added to | 3,307 | 214 | 0.08% | 0.08% | 334 | +48 | 1.47% | Q4 2025 | Feb 06, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 3,282 | 213 | 0.06% | 0.06% | 336 | -178 | -5.14% | Q4 2025 | Feb 05, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Added to | 3,289 | 213 | 0.11% | 0.11% | 335 | +46 | 1.42% | Q4 2025 | Jan 22, 2026 |
| Spinnaker Investment Group, LLC | History | New | 3,266 | 212 | 0.04% | — | 337 | +3,266 | New | Q4 2025 | Jan 12, 2026 |
| Snowden Capital Advisors LLC | History | New | 3,232 | 210 | 0.01% | — | 338 | +3,232 | New | Q4 2025 | Feb 17, 2026 |
| John W. Brooker & Co., CPAs | History | Added to | 3,175 | 206 | 0.37% | 0.41% | 339 | +16 | 0.51% | Q4 2025 | Jan 13, 2026 |
| Ironwood Financial, llc | History | New | 3,090 | 204 | 0.03% | — | 340 | +3,090 | New | Q4 2025 | Jan 15, 2026 |
| Plotkin Financial Advisors, LLC | History | No change | 3,097 | 201 | 0.1% | 0.1% | 341 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 2,622 | 170 | 0.13% | — | 342 | +2,622 | New | Q4 2025 | Feb 11, 2026 |
| Asset Dedication, LLC | History | No change | 2,600 | 169 | 0.01% | 0.01% | 343 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 2,503 | 162 | 0.0% | — | 344 | +2,503 | New | Q4 2025 | Feb 05, 2026 |
| SageView Advisory Group, LLC | History | New | 2,392 | 155 | 0.01% | — | 345 | +2,392 | New | Q4 2025 | Feb 17, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 2,347 | 152 | 0.08% | 0.08% | 346 | +2 | 0.09% | Q4 2025 | Jan 14, 2026 |
| Arax Advisory Partners | History | New | 2,283 | 148 | 0.0% | — | 347 | +2,283 | New | Q4 2025 | Feb 13, 2026 |
| Gould Capital, LLC | History | Added to | 2,263 | 147 | 0.09% | 0.04% | 348 | +1,251 | 123.62% | Q4 2025 | Feb 13, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 2,164 | 140 | 0.0% | 0.0% | 349 | +14 | 0.65% | Q4 2025 | Jan 27, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 2,100 | 136 | 0.0% | 0.0% | 350 | -444 | -17.45% | Q4 2025 | Jan 28, 2026 |
| COMERICA BANK | History | Reduced | 1,989 | 129 | 0.0% | 0.0% | 351 | -1,385 | -41.05% | Q4 2025 | Jan 29, 2026 |
| Elevated Capital Advisors, LLC | History | New | 1,896 | 123 | 0.03% | — | 352 | +1,896 | New | Q4 2025 | Jan 27, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 1,789 | 116 | 0.1% | — | 353 | +1,789 | New | Q4 2025 | Feb 10, 2026 |
| Spire Wealth Management | History | No change | 1,691 | 109 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CKW FINANCIAL GROUP | History | Added to | 1,417 | 92 | 0.01% | 0.01% | 355 | +17 | 1.21% | Q4 2025 | Jan 26, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 1,378 | 89 | 0.03% | 0.03% | 356 | +12 | 0.88% | Q4 2025 | Jan 09, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 1,218 | 79 | 0.02% | 0.01% | 357 | +231 | 23.4% | Q4 2025 | Feb 04, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 1,161 | 75 | 0.0% | 0.0% | 358 | +2 | 0.17% | Q4 2025 | Feb 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,123 | 73 | 0.0% | — | 359 | +1,123 | New | Q4 2025 | Jan 21, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,119 | 72 | 0.0% | 0.0% | 360 | +39 | 3.61% | Q4 2025 | Feb 13, 2026 |
| Cape Investment Advisory, Inc. | History | New | 1,000 | 65 | 0.02% | — | 361 | +1,000 | New | Q4 2025 | Feb 17, 2026 |
| Ransom Advisory, Ltd | History | New | 1,000 | 65 | 0.03% | — | 362 | +1,000 | New | Q4 2025 | Jan 06, 2026 |
| ARVEST INVESTMENTS, INC. | History | No change | 883 | 57 | 0.01% | 0.01% | 363 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Blue Trust, Inc. | History | New | 837 | 54 | 0.0% | — | 365 | +837 | New | Q4 2025 | Jan 16, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 840 | 54 | 0.01% | 0.01% | 364 | +15 | 1.82% | Q4 2025 | Feb 02, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 750 | 48 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 689 | 44 | 0.01% | 0.01% | 367 | +5 | 0.73% | Q4 2025 | Jan 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 660 | 42 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 646 | 42 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 632 | 41 | 0.0% | 0.0% | 371 | +14 | 2.27% | Q4 2025 | Jan 28, 2026 |
| Oakworth Capital, Inc. | History | No change | 639 | 41 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Concord Wealth Partners | History | Added to | 592 | 38 | 0.0% | 0.01% | 372 | +2 | 0.34% | Q4 2025 | Jan 29, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 594 | 38 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Reduced | 578 | 37 | 0.02% | 0.03% | 374 | -103 | -15.12% | Q4 2025 | Feb 11, 2026 |
| Milestone Investment Advisors LLC | History | No change | 555 | 36 | 0.01% | 0.01% | 375 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| JNBA Financial Advisors | History | No change | 543 | 35 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 514 | 33 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | New | 505 | 32 | 0.01% | — | 379 | +505 | New | Q4 2025 | Feb 27, 2026 |
| TSFG, LLC | History | Reduced | 485 | 32 | 0.0% | 0.01% | 378 | -5 | -1.02% | Q4 2025 | Feb 04, 2026 |
| Midwest Capital Advisors, LLC | History | No change | 500 | 32 | 0.02% | 0.02% | 380 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 460 | 29 | 0.01% | 0.01% | 381 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Ancora Advisors LLC | History | No change | 416 | 27 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | New | 411 | 26 | 0.0% | — | 383 | +411 | New | Q4 2025 | Jan 26, 2026 |
| GGM Financials LLC | History | Added to | 411 | 26 | 0.01% | 0.01% | 385 | +6 | 1.48% | Q4 2025 | Feb 04, 2026 |
| Founders Capital Management | History | No change | 406 | 26 | 0.01% | 0.01% | 384 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Signature Equity Partners, LLC | History | New | 337 | 21 | 0.01% | — | 386 | +337 | New | Q4 2025 | Feb 17, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Reduced | 297 | 19 | 0.01% | 0.01% | 387 | -10 | -3.26% | Q4 2025 | Feb 18, 2026 |
| New Republic Capital, LLC | History | Reduced | 272 | 17 | 0.0% | 0.03% | 389 | -1,074 | -79.79% | Q4 2025 | Feb 10, 2026 |
| Motiv8 Investments LLC | History | New | 266 | 17 | 0.01% | — | 390 | +266 | New | Q4 2025 | Feb 13, 2026 |
| MCF Advisors LLC | History | No change | 271 | 17 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Capital Analysts, LLC | History | Reduced | 249 | 16 | 0.0% | 0.01% | 391 | -4,549 | -94.81% | Q4 2025 | Feb 11, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 238 | 15 | 0.01% | — | 392 | +238 | New | Q4 2025 | Feb 03, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 200 | 13 | 0.0% | 0.01% | 395 | -244 | -54.95% | Q4 2025 | Jan 15, 2026 |
| US BANCORP \DE\ | History | No change | 200 | 13 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Archer Investment Corp | History | No change | 215 | 13 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Lodestone Wealth Management LLC | History | New | 155 | 10 | 0.0% | — | 396 | +155 | New | Q4 2025 | Jan 15, 2026 |
| Paladin Advisory Group, LLC | History | Added to | 140 | 9 | 0.01% | 0.01% | 397 | +1 | 0.72% | Q4 2025 | Jan 21, 2026 |
| AlphaCore Capital LLC | History | No change | 129 | 8 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Stephens Consulting, LLC | History | No change | 123 | 7 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 84 | 5 | 0.0% | — | 400 | +84 | New | Q4 2025 | Jan 07, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 80 | 5 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 75 | 4 | 0.0% | 0.0% | 402 | -352 | -82.44% | Q4 2025 | Jan 20, 2026 |
| Sankala Group LLC | History | New | 62 | 4 | 0.0% | — | 405 | +62 | New | Q4 2025 | Mar 02, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 73 | 4 | 0.0% | 0.0% | 404 | -14 | -16.09% | Q4 2025 | Feb 04, 2026 |
| Crewe Advisors LLC | History | No change | 73 | 4 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | New | 53 | 3 | 0.0% | — | 407 | +53 | New | Q4 2025 | Feb 10, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Reduced | 60 | 3 | 0.0% | 0.0% | 406 | -14 | -18.92% | Q4 2025 | Jan 23, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 35 | 2 | 0.0% | — | 409 | +35 | New | Q4 2025 | Feb 10, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 34 | 2 | 0.0% | — | 411 | +34 | New | Q4 2025 | Feb 06, 2026 |
| CITY HOLDING CO | History | No change | 35 | 2 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| North Star Investment Management Corp. | History | No change | 44 | 2 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Sarver Vrooman Wealth Advisors | History | No change | 33 | 2 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | Reduced | 20 | 1 | 0.0% | 0.0% | 413 | -20 | -50.0% | Q4 2025 | Feb 09, 2026 |
| Navalign, LLC | History | New | 18 | 1 | 0.0% | — | 415 | +18 | New | Q4 2025 | Feb 05, 2026 |
| Darwin Wealth Management, LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| WFA of San Diego, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Rossby Financial, LCC | History | No change | 20 | 1 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 29 | 1 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Integrated Investment Consultants, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -384,902 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -293,944 | -100.0% | Q3 2025 | Nov 10, 2025 |
| TTP Investments, Inc. | History | Closed out | 0 | 0 | — | 3.1% | — | -165,999 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Savant Capital, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -20,478 | -100.0% | Q3 2025 | Mar 04, 2026 |
| PFG Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -12,561 | -100.0% | Q3 2025 | Nov 06, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -6,937 | -100.0% | Q3 2025 | Nov 14, 2025 |
| READYSTATE ASSET MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.02% | — | -6,120 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Successful Portfolios LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -5,668 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,805 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,553 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Van Hulzen Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,296 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,129 | -100.0% | Q3 2025 | Nov 14, 2025 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | Closed out | 0 | 0 | — | 0.06% | — | -3,976 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Octavia Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,819 | -100.0% | Q3 2025 | Oct 28, 2025 |
| PATTEN & PATTEN INC/TN | History | Closed out | 0 | 0 | — | 0.01% | — | -3,570 | -100.0% | Q3 2025 | Oct 31, 2025 |
| CIBC WORLD MARKET INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,545 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Efficient Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,508 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Mason & Associates, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,421 | -100.0% | Q3 2025 | Nov 04, 2025 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -3,412 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,678 | -100.0% | Q3 2025 | Nov 06, 2025 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -1,379 | -100.0% | Q3 2025 | Nov 12, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -959 | -100.0% | Q3 2025 | Jan 12, 2026 |
| McIlrath & Eck, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -451 | -100.0% | Q3 2025 | Oct 22, 2025 |
| HHM Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -195 | -100.0% | Q3 2025 | Oct 29, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -179 | -100.0% | Q3 2025 | Nov 14, 2025 |
| City State Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -135 | -100.0% | Q3 2025 | Oct 16, 2025 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 10 | 0 | — | 0.0% | — | -85 | -89.47% | Q4 2025 | Feb 06, 2026 |
| CBIZ Investment Advisory Services, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 09, 2026 |
| Game Plan Financial Advisors, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 14, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 07, 2025 |