iSHARES TRUST - DSI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 3,866,815 | 498,161 | 0.03% | 0.03% | 1 | +60,738 | 1.6% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,891,900 | 243,733 | 0.07% | 0.07% | 2 | -33,556 | -1.74% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,681,874 | 216,675 | 0.02% | 0.01% | 3 | +308,115 | 22.43% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 1,258,765 | 162,166 | 0.04% | 0.04% | 4 | +45,080 | 3.71% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,224,645 | 157,771 | 0.01% | 0.01% | 5 | -16,615 | -1.34% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 863,155 | 111,233 | 0.03% | 0.03% | 6 | -25,772 | -2.9% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 795,285 | 102,456 | 0.02% | 0.03% | 7 | -374,336 | -32.0% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Reduced | 418,342 | 53,894 | 0.01% | 0.01% | 8 | -13,209 | -3.06% | Q4 2025 | Jan 29, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 407,924 | 52,270 | 5.02% | 5.3% | 9 | -11,876 | -2.83% | Q4 2025 | Feb 11, 2026 |
| Betterment LLC | History | Reduced | 368,440 | 47,466 | 0.09% | 0.1% | 10 | -13,757 | -3.6% | Q4 2025 | Feb 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 363,817 | 46,870 | 0.16% | 0.17% | 11 | -4,457 | -1.21% | Q4 2025 | Feb 06, 2026 |
| Mariner, LLC | History | Added to | 346,097 | 44,600 | 0.05% | 0.06% | 12 | +5,857 | 1.72% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Added to | 327,015 | 42,129 | 0.05% | 0.05% | 13 | +6,373 | 1.99% | Q4 2025 | Jan 30, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 297,068 | 38,271 | 0.07% | 0.07% | 14 | +10,011 | 3.49% | Q4 2025 | Mar 16, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 285,122 | 36,732 | 0.04% | 0.04% | 15 | -663 | -0.23% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 254,072 | 32,732 | 0.01% | 0.01% | 16 | +33,029 | 14.94% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 221,974 | 28,596 | 0.51% | 0.0% | 17 | +220,823 | 19185.32% | Q4 2025 | Feb 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 219,699 | 28,303 | 0.04% | 0.03% | 18 | +16,359 | 8.05% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Added to | 215,498 | 27,762 | 0.03% | 0.03% | 19 | +289 | 0.13% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 206,088 | 26,550 | 0.01% | 0.01% | 20 | +22,446 | 12.22% | Q4 2025 | Feb 18, 2026 |
| ROYAL BANK OF CANADA | History | New | 197,953 | 25,503 | 0.0% | — | 21 | +197,953 | New | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 194,489 | 25,056 | 0.0% | 0.0% | 22 | -7,898 | -3.9% | Q4 2025 | Mar 25, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 179,531 | 23,128 | 0.04% | 0.04% | 23 | +30,557 | 20.51% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Reduced | 177,932 | 22,922 | 0.02% | 0.02% | 24 | -3,940 | -2.17% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 176,189 | 22,698 | 0.19% | 0.17% | 25 | +1,634 | 0.94% | Q4 2025 | Jan 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 156,772 | 20,201 | 0.03% | 0.03% | 26 | -10,052 | -6.03% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 154,849 | 19,949 | 0.03% | 0.03% | 27 | -37,891 | -19.66% | Q4 2025 | Feb 02, 2026 |
| Focus Partners Wealth | History | Added to | 142,366 | 18,340 | 0.02% | 0.02% | 28 | +40,099 | 39.21% | Q4 2025 | Feb 13, 2026 |
| Manchester Capital Management LLC | History | Added to | 138,607 | 17,856 | 2.43% | 2.3% | 29 | +3,654 | 2.71% | Q4 2025 | Feb 11, 2026 |
| TRILLIUM ASSET MANAGEMENT, LLC | History | Added to | 136,825 | 17,695 | 0.54% | 0.26% | 30 | +58,652 | 75.03% | Q4 2025 | Feb 13, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 136,871 | 17,633 | 0.2% | 0.2% | 31 | -2,976 | -2.13% | Q4 2025 | Feb 13, 2026 |
| Gemmer Asset Management LLC | History | Reduced | 136,503 | 17,585 | 1.35% | 1.41% | 32 | -2,587 | -1.86% | Q4 2025 | Jan 23, 2026 |
| Cerity Partners LLC | History | Added to | 134,618 | 17,342 | 0.03% | 0.03% | 33 | +11,102 | 8.99% | Q4 2025 | Feb 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 107,771 | 13,884 | 0.03% | 0.03% | 34 | +7,681 | 7.67% | Q4 2025 | Feb 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 103,759 | 13,367 | 0.09% | 0.11% | 35 | +4,822 | 4.87% | Q4 2025 | Feb 18, 2026 |
| NORTHSTAR ASSET MANAGEMENT INC | History | Added to | 102,389 | 13,190 | 3.41% | 0.16% | 36 | +97,392 | 1949.01% | Q4 2025 | Feb 12, 2026 |
| NATURAL INVESTMENTS, LLC | History | New | 98,774 | 12,725 | 3.17% | — | 37 | +98,774 | New | Q4 2025 | Jan 23, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 97,902 | 12,612 | 0.47% | 0.0% | 38 | +97,565 | 28951.04% | Q4 2025 | Feb 04, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 95,412 | 12,291 | 0.46% | 0.26% | 39 | +41,084 | 75.62% | Q4 2025 | Feb 12, 2026 |
| PFG Investments, LLC | History | Reduced | 93,481 | 12,043 | 0.57% | 0.62% | 40 | -929 | -0.98% | Q4 2025 | Jan 26, 2026 |
| Francis Financial, Inc. | History | Reduced | 92,853 | 11,962 | 2.34% | 2.1% | 41 | -990 | -1.05% | Q4 2025 | Feb 11, 2026 |
| Private Advisor Group, LLC | History | Reduced | 91,061 | 11,731 | 0.06% | 0.06% | 42 | -3,886 | -4.09% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 88,171 | 11,359 | 0.16% | 0.16% | 43 | +862 | 0.99% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 83,427 | 10,797 | 0.02% | 0.02% | 44 | +3,656 | 4.58% | Q4 2025 | Feb 05, 2026 |
| HighTower Advisors, LLC | History | Added to | 81,046 | 10,441 | 0.01% | 0.01% | 45 | +7,973 | 10.91% | Q4 2025 | Feb 06, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 79,229 | 10,207 | 2.19% | 2.17% | 46 | +882 | 1.13% | Q4 2025 | Feb 04, 2026 |
| Composition Wealth, LLC | History | Reduced | 78,217 | 10,076 | 0.14% | 0.15% | 47 | -1,728 | -2.16% | Q4 2025 | Feb 02, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 72,741 | 9,371 | 0.33% | 0.34% | 48 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| CWM, LLC | History | Reduced | 69,143 | 8,908 | 0.02% | 0.03% | 49 | -3,422 | -4.72% | Q4 2025 | Jan 26, 2026 |
| SCS Capital Management LLC | History | No change | 69,138 | 8,907 | 0.09% | 0.09% | 50 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 68,830 | 8,867 | 0.02% | 0.02% | 51 | +4,283 | 6.64% | Q4 2025 | Feb 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 67,966 | 8,756 | 0.02% | 0.02% | 52 | -2,198 | -3.13% | Q4 2025 | Feb 05, 2026 |
| COMERICA BANK | History | Reduced | 62,702 | 8,077 | 0.03% | 0.03% | 53 | -1,455 | -2.27% | Q4 2025 | Jan 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 61,773 | 7,958 | 0.01% | 0.01% | 54 | +1,260 | 2.08% | Q4 2025 | Feb 18, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 61,630 | 7,939 | 0.0% | 0.0% | 55 | +658 | 1.08% | Q4 2025 | Feb 12, 2026 |
| Corient Private Wealth LLC | History | Added to | 60,345 | 7,774 | 0.01% | 0.01% | 56 | +680 | 1.14% | Q4 2025 | Mar 09, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 59,461 | 7,660 | 0.3% | 0.25% | 57 | +9,016 | 17.87% | Q4 2025 | Jan 29, 2026 |
| Brio Consultants, LLC | History | Added to | 58,901 | 7,588 | 0.99% | 1.01% | 58 | +455 | 0.78% | Q4 2025 | Feb 04, 2026 |
| Strategic Point Investment Advisors, LLC | History | Reduced | 58,501 | 7,536 | 1.04% | 1.08% | 59 | -1,175 | -1.97% | Q4 2025 | Jan 15, 2026 |
| Dunhill Financial, LLC | History | Reduced | 58,475 | 7,533 | 1.84% | 2.15% | 60 | -6,869 | -10.51% | Q4 2025 | Jan 29, 2026 |
| CHOREO, LLC | History | Added to | 57,863 | 7,510 | 0.1% | 0.09% | 61 | +12 | 0.02% | Q4 2025 | Jan 23, 2026 |
| HEADINVEST, LLC | History | Added to | 56,282 | 7,250 | 1.44% | 1.39% | 62 | +3,005 | 5.64% | Q4 2025 | Feb 02, 2026 |
| ASPIRIANT, LLC | History | Added to | 54,846 | 7,065 | 0.2% | 0.05% | 63 | +41,352 | 306.45% | Q4 2025 | Jan 20, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 53,810 | 6,932 | 0.12% | 0.13% | 64 | +2,781 | 5.45% | Q4 2025 | Jan 16, 2026 |
| ALLIANZ SE | History | Added to | 53,354 | 6,873 | 0.09% | 0.13% | 65 | +3,856 | 7.79% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Added to | 51,873 | 6,682 | 0.01% | 0.01% | 66 | +3,319 | 6.84% | Q4 2025 | Jan 23, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 51,083 | 6,580 | 0.01% | 0.01% | 67 | +6,619 | 14.89% | Q4 2025 | Feb 13, 2026 |
| Erste Asset Management GmbH | History | Reduced | 47,761 | 6,153 | 0.05% | 0.06% | 68 | -2,080 | -4.17% | Q4 2025 | Feb 11, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 47,358 | 6,101 | 0.12% | 0.13% | 69 | -1,257 | -2.59% | Q4 2025 | Jan 14, 2026 |
| Gilbert Capital Group, Inc. | History | Added to | 43,886 | 5,653 | 4.25% | 4.23% | 70 | +484 | 1.12% | Q4 2025 | Jan 23, 2026 |
| Gradient Investments LLC | History | Added to | 43,751 | 5,636 | 0.09% | 0.09% | 71 | +2,441 | 5.91% | Q4 2025 | Jan 08, 2026 |
| BBR PARTNERS, LLC | History | Reduced | 42,474 | 5,471 | 0.29% | 0.31% | 72 | -218 | -0.51% | Q4 2025 | Feb 11, 2026 |
| Avise Financial Cooperative, Inc. | History | New | 40,372 | 5,201 | 4.69% | — | 73 | +40,372 | New | Q4 2025 | Feb 11, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 40,147 | 5,172 | 0.63% | 0.67% | 74 | -2,473 | -5.8% | Q4 2025 | Feb 02, 2026 |
| Litman Gregory Wealth Management LLC | History | Reduced | 40,142 | 5,171 | 0.38% | 0.39% | 75 | -1,426 | -3.43% | Q4 2025 | Feb 12, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 39,483 | 5,086 | 0.17% | 0.18% | 76 | -1,206 | -2.96% | Q4 2025 | Feb 17, 2026 |
| Moment Partners, LLC | History | Reduced | 37,063 | 4,774 | 0.98% | 0.83% | 77 | -300 | -0.8% | Q4 2025 | Feb 10, 2026 |
| Neumann Capital Management, LLC | History | Reduced | 36,198 | 4,663 | 1.35% | 1.34% | 78 | -270 | -0.74% | Q4 2025 | Jan 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 35,858 | 4,619 | 0.03% | 0.03% | 79 | +1,323 | 3.83% | Q4 2025 | Feb 17, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 35,085 | 4,519 | 0.89% | 0.91% | 80 | -957 | -2.66% | Q4 2025 | Jan 28, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 34,870 | 4,492 | 0.27% | 0.3% | 81 | -337 | -0.96% | Q4 2025 | Jan 28, 2026 |
| Columbia Bank | History | Reduced | 34,840 | 4,488 | 1.25% | 1.29% | 82 | -1,791 | -4.89% | Q4 2025 | Feb 13, 2026 |
| Laurel Wealth Planning LLC | History | Reduced | 34,440 | 4,436 | 2.46% | 2.3% | 83 | -156 | -0.45% | Q4 2025 | Jan 23, 2026 |
| SOFI WEALTH, LLC | History | Added to | 34,308 | 4,419 | 0.22% | 0.19% | 84 | +6,692 | 24.23% | Q4 2025 | Jan 30, 2026 |
| &PARTNERS | History | Reduced | 33,919 | 4,368 | 0.02% | 0.03% | 85 | -470 | -1.37% | Q4 2025 | Feb 17, 2026 |
| McClarren Financial Advisors, Inc. | History | Reduced | 12,836 | 4,291 | 2.56% | 2.61% | 86 | -8,666 | -40.3% | Q4 2025 | Jan 13, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | No change | 32,425 | 4,177 | 0.67% | 0.75% | 87 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Equitable Holdings, Inc. | History | Added to | 31,743 | 4,089 | 0.03% | 0.03% | 88 | +1,040 | 3.39% | Q4 2025 | Feb 17, 2026 |
| BAILARD, INC. | History | Added to | 30,946 | 3,986 | 0.09% | 0.08% | 89 | +195 | 0.63% | Q4 2025 | Feb 04, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | New | 30,504 | 3,929 | 3.24% | — | 90 | +30,504 | New | Q4 2025 | Feb 05, 2026 |
| TrueWealth Financial Partners | History | New | 30,352 | 3,910 | 3.23% | — | 91 | +30,352 | New | Q4 2025 | Feb 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 29,721 | 3,828 | 0.0% | 0.0% | 92 | -5,286 | -15.1% | Q4 2025 | Feb 10, 2026 |
| GeoWealth Management, LLC | History | Added to | 29,688 | 3,824 | 0.14% | 0.12% | 93 | +3,878 | 15.03% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 29,516 | 3,802 | 0.02% | 0.02% | 94 | +713 | 2.48% | Q4 2025 | Feb 13, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 29,382 | 3,785 | 0.57% | 0.57% | 95 | -489 | -1.64% | Q4 2025 | Jan 27, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 29,038 | 3,741 | 0.03% | 0.03% | 96 | +566 | 1.99% | Q4 2025 | Feb 12, 2026 |
| Pitcairn Wealth Advisors LLC | History | New | 28,526 | 3,675 | 0.33% | — | 97 | +28,526 | New | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 28,461 | 3,666 | 0.02% | 0.02% | 98 | -979 | -3.33% | Q4 2025 | Jan 29, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 28,309 | 3,646 | 0.03% | 0.04% | 99 | -33,903 | -54.5% | Q4 2025 | Feb 13, 2026 |
| Lido Advisors, LLC | History | Added to | 28,905 | 3,641 | 0.01% | 0.01% | 100 | +198 | 0.69% | Q4 2025 | Feb 10, 2026 |
| FORBES J M & CO LLP | History | Added to | 28,142 | 3,625 | 0.29% | 0.29% | 101 | +27 | 0.1% | Q4 2025 | Jan 21, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 26,502 | 3,414 | 0.01% | 0.01% | 102 | -5,315 | -16.7% | Q4 2025 | Jan 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 26,426 | 3,404 | 0.02% | 0.02% | 103 | -446 | -1.66% | Q4 2025 | Feb 12, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Reduced | 26,317 | 3,390 | 0.93% | 0.97% | 104 | -35 | -0.13% | Q4 2025 | Jan 26, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | New | 26,293 | 3,387 | 2.48% | — | 105 | +26,293 | New | Q4 2025 | Mar 04, 2026 |
| Merit Financial Group, LLC | History | Added to | 25,949 | 3,343 | 0.03% | 0.02% | 106 | +9,295 | 55.81% | Q4 2025 | Jan 26, 2026 |
| Impact Investors, Inc | History | Added to | 25,742 | 3,316 | 2.3% | 2.05% | 107 | +986 | 3.98% | Q4 2025 | Jan 21, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Reduced | 25,390 | 3,270 | 0.32% | 0.33% | 108 | -411 | -1.59% | Q4 2025 | Jan 20, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 25,218 | 3,248 | 0.0% | 0.0% | 109 | -596 | -2.31% | Q4 2025 | Feb 11, 2026 |
| Sharkey, Howes & Javer | History | Added to | 24,816 | 3,197 | 0.41% | 0.4% | 110 | +214 | 0.87% | Q4 2025 | Jan 13, 2026 |
| Gibson Capital, LLC | History | Reduced | 24,741 | 3,187 | 0.58% | 0.58% | 111 | -383 | -1.52% | Q4 2025 | Feb 05, 2026 |
| Bangor Savings Bank | History | Reduced | 24,729 | 3,185 | 0.26% | 0.27% | 112 | -605 | -2.39% | Q4 2025 | Jan 16, 2026 |
| Creekside Partners | History | Reduced | 24,698 | 3,181 | 1.34% | 1.37% | 113 | -33 | -0.13% | Q4 2025 | Feb 13, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Reduced | 24,363 | 3,138 | 1.53% | 1.58% | 114 | -1,084 | -4.26% | Q4 2025 | Feb 09, 2026 |
| Accredited Investors Inc. | History | Reduced | 24,271 | 3,126 | 0.17% | 0.18% | 115 | -1,998 | -7.61% | Q4 2025 | Feb 05, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 23,380 | 3,034 | 0.04% | 0.05% | 116 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Stanich Group LLC | History | Reduced | 23,214 | 2,990 | 2.25% | 1.79% | 117 | -53 | -0.23% | Q4 2025 | Jan 23, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 22,515 | 2,955 | 0.07% | 0.08% | 118 | -397 | -1.73% | Q4 2025 | Jan 28, 2026 |
| Eley Financial Management, Inc | History | Reduced | 22,715 | 2,926 | 1.05% | 1.05% | 119 | -363 | -1.57% | Q4 2025 | Feb 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 22,348 | 2,879 | 0.01% | 0.01% | 120 | -234 | -1.04% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 21,995 | 2,870 | 0.0% | 0.0% | 121 | -816 | -3.58% | Q4 2025 | Jan 08, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 22,021 | 2,836 | 0.06% | 0.07% | 122 | +147 | 0.67% | Q4 2025 | Jan 27, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 21,863 | 2,816 | 0.32% | 0.33% | 123 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 21,855 | 2,815 | 0.01% | 0.01% | 124 | +943 | 4.51% | Q4 2025 | Feb 18, 2026 |
| Allworth Financial LP | History | New | 21,571 | 2,779 | 0.01% | — | 125 | +21,571 | New | Q4 2025 | Feb 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 21,562 | 2,777 | 0.0% | 0.0% | 126 | -988 | -4.38% | Q4 2025 | Feb 06, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 21,374 | 2,753 | 0.3% | 0.31% | 127 | -547 | -2.5% | Q4 2025 | Jan 23, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 21,063 | 2,713 | 0.01% | 0.01% | 128 | -523 | -2.42% | Q4 2025 | Jan 30, 2026 |
| CONSCIOUS WEALTH INVESTMENTS, LLC | History | Added to | 21,202 | 2,689 | 1.61% | 1.61% | 129 | +272 | 1.3% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 20,670 | 2,662 | 0.0% | 0.0% | 130 | +1,911 | 10.19% | Q4 2025 | Feb 17, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 20,330 | 2,619 | 0.05% | 0.05% | 131 | -630 | -3.01% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 20,316 | 2,617 | 0.0% | 0.0% | 132 | +2,353 | 13.1% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 20,259 | 2,609 | 0.14% | 0.14% | 133 | -105 | -0.52% | Q4 2025 | Feb 05, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Added to | 20,138 | 2,594 | 1.65% | 1.57% | 134 | +970 | 5.06% | Q4 2025 | Feb 05, 2026 |
| BigSur Wealth Management LLC | History | No change | 20,000 | 2,576 | 0.62% | 0.62% | 135 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 19,591 | 2,524 | 0.08% | 0.08% | 136 | -191 | -0.97% | Q4 2025 | Jan 16, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 19,330 | 2,490 | 0.15% | 0.13% | 137 | -265 | -1.35% | Q4 2025 | Feb 17, 2026 |
| HB Wealth Management, LLC | History | No change | 19,226 | 2,476 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 19,142 | 2,466 | 0.53% | 0.81% | 139 | +77 | 0.4% | Q4 2025 | Feb 12, 2026 |
| Allodium Investment Consultants, LLC | History | Reduced | 19,131 | 2,464 | 1.25% | 1.42% | 140 | -819 | -4.11% | Q4 2025 | Jan 14, 2026 |
| Arlington Financial Advisors, LLC | History | Reduced | 19,099 | 2,460 | 0.35% | 0.37% | 141 | -996 | -4.96% | Q4 2025 | Jan 12, 2026 |
| Boston Trust Walden Corp | History | No change | 19,003 | 2,448 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Modera Wealth Management, LLC | History | No change | 18,986 | 2,445 | 0.03% | 0.03% | 143 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 18,874 | 2,431 | 0.23% | 0.24% | 144 | -791 | -4.02% | Q4 2025 | Feb 10, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 18,070 | 2,327 | 0.06% | 0.06% | 145 | +28 | 0.16% | Q4 2025 | Feb 17, 2026 |
| Cresset Asset Management, LLC | History | Added to | 18,053 | 2,325 | 0.01% | 0.01% | 146 | +14 | 0.08% | Q4 2025 | Feb 17, 2026 |
| Revolve Wealth Partners, LLC | History | Added to | 17,983 | 2,316 | 0.27% | 0.26% | 147 | +524 | 3.0% | Q4 2025 | Jan 20, 2026 |
| EP Wealth Advisors, LLC | History | New | 17,898 | 2,305 | 0.01% | — | 148 | +17,898 | New | Q4 2025 | Feb 18, 2026 |
| Waverly Advisors, LLC | History | Added to | 17,400 | 2,241 | 0.02% | 0.02% | 149 | +548 | 3.25% | Q4 2025 | Feb 17, 2026 |
| Davis Wealth Advisors, LLC | History | New | 16,776 | 2,161 | 1.8% | — | 150 | +16,776 | New | Q4 2025 | Feb 17, 2026 |
| VICUS CAPITAL | History | Reduced | 16,511 | 2,127 | 0.16% | 0.19% | 151 | -3,169 | -16.1% | Q4 2025 | Jan 22, 2026 |
| NewEdge Wealth, LLC | History | Added to | 16,358 | 2,107 | 0.02% | 0.03% | 152 | +60 | 0.37% | Q4 2025 | Feb 03, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Added to | 16,084 | 2,072 | 0.74% | 0.48% | 153 | +6,280 | 64.06% | Q4 2025 | Jan 30, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 16,031 | 2,065 | 0.06% | 0.06% | 154 | +293 | 1.86% | Q4 2025 | Feb 11, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 15,812 | 2,037 | 0.02% | 0.04% | 155 | -19,545 | -55.28% | Q4 2025 | Feb 13, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 15,645 | 2,015 | 0.15% | 0.16% | 156 | -717 | -4.38% | Q4 2025 | Jan 23, 2026 |
| CX Institutional | History | Added to | 15,334 | 1,975 | 0.06% | 0.05% | 157 | +1,612 | 11.75% | Q4 2025 | Feb 02, 2026 |
| Investors Research Corp | History | Added to | 15,178 | 1,955 | 0.36% | 0.35% | 158 | +43 | 0.28% | Q4 2025 | Jan 06, 2026 |
| MainStreet Investment Advisors LLC | History | Added to | 15,167 | 1,953 | 0.28% | 0.25% | 159 | +558 | 3.82% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 15,050 | 1,938 | 0.02% | 0.03% | 160 | +914 | 6.47% | Q4 2025 | Jan 23, 2026 |
| Financial Insights, Inc. | History | Reduced | 14,921 | 1,922 | 0.64% | 0.64% | 161 | -369 | -2.41% | Q4 2025 | Mar 31, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 14,747 | 1,899 | 0.05% | 0.05% | 162 | +440 | 3.08% | Q4 2025 | Jan 07, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 14,736 | 1,898 | 0.43% | 0.43% | 163 | -238 | -1.59% | Q4 2025 | Jan 16, 2026 |
| PFG Advisors | History | Reduced | 14,561 | 1,875 | 0.09% | 0.08% | 165 | -1,653 | -10.19% | Q4 2025 | Jan 27, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 14,558 | 1,875 | 0.04% | 0.04% | 164 | +330 | 2.32% | Q4 2025 | Feb 10, 2026 |
| Spire Wealth Management | History | Reduced | 14,354 | 1,849 | 0.06% | 0.06% | 166 | -226 | -1.55% | Q4 2025 | Jan 14, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 13,949 | 1,797 | 0.01% | 0.01% | 167 | +189 | 1.37% | Q4 2025 | Feb 13, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | New | 13,785 | 1,775 | 0.15% | — | 168 | +13,785 | New | Q4 2025 | Feb 09, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 13,678 | 1,762 | 0.08% | 0.09% | 169 | +472 | 3.57% | Q4 2025 | Jan 12, 2026 |
| WHITTIER TRUST CO | History | Reduced | 13,478 | 1,758 | 0.02% | 0.02% | 170 | -462 | -3.31% | Q4 2025 | Jan 26, 2026 |
| Hershey Financial Advisers, LLC | History | Added to | 13,556 | 1,746 | 1.48% | 0.93% | 171 | +4,906 | 56.72% | Q4 2025 | Feb 18, 2026 |
| Continuum Advisory, LLC | History | Added to | 13,155 | 1,694 | 0.17% | 0.16% | 172 | +1,239 | 10.4% | Q4 2025 | Feb 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 12,871 | 1,657 | 0.0% | 0.0% | 173 | -331 | -2.51% | Q4 2025 | Feb 17, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 12,792 | 1,647 | 0.23% | 0.25% | 174 | +1 | 0.01% | Q4 2025 | Feb 09, 2026 |
| Austin Private Wealth, LLC | History | Reduced | 12,697 | 1,635 | 0.12% | 0.13% | 175 | -435 | -3.31% | Q4 2025 | Jan 20, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 12,574 | 1,619 | 0.27% | 0.27% | 176 | -70 | -0.55% | Q4 2025 | Jan 20, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 12,507 | 1,611 | 0.0% | 0.0% | 177 | +74 | 0.6% | Q4 2025 | Feb 10, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 12,421 | 1,600 | 0.11% | 0.11% | 178 | -311 | -2.44% | Q4 2025 | Jan 27, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 12,308 | 1,585 | 0.0% | 0.0% | 179 | +938 | 8.25% | Q4 2025 | Feb 12, 2026 |
| WHI TRUST Co LLC | History | New | 12,280 | 1,582 | 1.22% | — | 180 | +12,280 | New | Q4 2025 | Feb 05, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 12,173 | 1,568 | 0.11% | 0.11% | 181 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| POTENTIA WEALTH | History | Reduced | 11,657 | 1,501 | 0.55% | 0.58% | 182 | -411 | -3.41% | Q4 2025 | Feb 13, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 11,598 | 1,494 | 0.03% | 0.03% | 183 | -257 | -2.17% | Q4 2025 | Feb 03, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 11,555 | 1,488 | 0.01% | 0.01% | 184 | -2,419 | -17.31% | Q4 2025 | Feb 03, 2026 |
| Savvy Advisors, Inc. | History | Added to | 11,543 | 1,487 | 0.05% | 0.04% | 185 | +4,753 | 70.0% | Q4 2025 | Jan 20, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 11,517 | 1,483 | 0.02% | 0.01% | 186 | +7,100 | 160.74% | Q4 2025 | Jan 29, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 11,473 | 1,478 | 0.03% | 0.03% | 187 | -244 | -2.08% | Q4 2025 | Jan 22, 2026 |
| NorthRock Partners, LLC | History | Added to | 11,400 | 1,468 | 0.02% | 0.02% | 188 | +3,526 | 44.78% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 11,352 | 1,462 | 0.02% | 0.03% | 189 | -5,890 | -34.16% | Q4 2025 | Feb 11, 2026 |
| Boston Standard Wealth Management, LLC | History | Added to | 11,261 | 1,450 | 0.24% | 0.24% | 190 | +31 | 0.28% | Q4 2025 | Jan 07, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 11,040 | 1,422 | 0.05% | 0.05% | 191 | -364 | -3.19% | Q4 2025 | Jan 12, 2026 |
| Wealth Management Partners, LLC | History | No change | 10,868 | 1,400 | 0.4% | 0.43% | 192 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| MA Private Wealth | History | Added to | 10,849 | 1,397 | 0.23% | 0.23% | 193 | +27 | 0.25% | Q4 2025 | Feb 03, 2026 |
| RFG Advisory, LLC | History | Reduced | 10,793 | 1,390 | 0.03% | 0.03% | 194 | -33 | -0.3% | Q4 2025 | Feb 03, 2026 |
| Great Diamond Partners, LLC | History | Added to | 10,782 | 1,389 | 0.27% | 0.26% | 196 | +272 | 2.59% | Q4 2025 | Feb 06, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 10,652 | 1,389 | 0.03% | 0.03% | 195 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 10,779 | 1,388 | 0.07% | 0.06% | 197 | +171 | 1.61% | Q4 2025 | Jan 21, 2026 |
| Bensler, LLC | History | Reduced | 10,768 | 1,387 | 0.14% | 0.14% | 198 | -188 | -1.72% | Q4 2025 | Feb 04, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 10,687 | 1,376 | 0.02% | 0.02% | 199 | -415 | -3.74% | Q4 2025 | Feb 09, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 10,353 | 1,333 | 0.01% | 0.02% | 200 | -63 | -0.6% | Q4 2025 | Feb 02, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 10,307 | 1,327 | 0.02% | 0.02% | 201 | +441 | 4.47% | Q4 2025 | Jan 29, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 10,236 | 1,318 | 0.08% | 0.09% | 202 | -424 | -3.98% | Q4 2025 | Feb 17, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 10,100 | 1,301 | 0.02% | 0.02% | 203 | +935 | 10.2% | Q4 2025 | Jan 07, 2026 |
| Sovran Advisors, LLC | History | Added to | 9,896 | 1,297 | 0.11% | 0.09% | 204 | +2,335 | 30.88% | Q4 2025 | Jan 20, 2026 |
| Valmark Advisers, Inc. | History | Added to | 10,050 | 1,294 | 0.02% | 0.02% | 205 | +265 | 2.71% | Q4 2025 | Jan 26, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 10,030 | 1,292 | 0.06% | 0.08% | 206 | +152 | 1.54% | Q4 2025 | Jan 28, 2026 |
| WoodTrust Financial Corp | History | Added to | 9,958 | 1,283 | 0.15% | 0.12% | 207 | +1,792 | 21.94% | Q4 2025 | Jan 30, 2026 |
| Main Street Group, LTD | History | No change | 9,852 | 1,269 | 0.44% | 0.36% | 208 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Wealth Advisory Team LLC | History | New | 9,586 | 1,235 | 1.09% | — | 209 | +9,586 | New | Q4 2025 | Feb 05, 2026 |
| World Investment Advisors | History | Added to | 9,484 | 1,221 | 0.02% | 0.02% | 210 | +829 | 9.58% | Q4 2025 | Mar 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 9,345 | 1,203 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Bond & Devick Financial Network, Inc. | History | Reduced | 9,057 | 1,166 | 0.33% | 0.37% | 212 | -755 | -7.69% | Q4 2025 | Jan 14, 2026 |
| One Capital Management, LLC | History | Reduced | 9,037 | 1,164 | 0.04% | 0.04% | 213 | -1,495 | -14.19% | Q4 2025 | Feb 10, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 8,795 | 1,133 | 0.03% | 0.03% | 214 | -62 | -0.7% | Q4 2025 | Jan 29, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 8,738 | 1,125 | 0.04% | 0.03% | 215 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 8,560 | 1,102 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Reduced | 8,545 | 1,100 | 0.13% | 0.12% | 217 | -35 | -0.41% | Q4 2025 | Jan 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 8,500 | 1,095 | 0.0% | 0.0% | 218 | -1,600 | -15.84% | Q4 2025 | Feb 12, 2026 |
| Long Run Wealth Advisors, LLC | History | Added to | 8,322 | 1,072 | 0.2% | 0.2% | 219 | +47 | 0.57% | Q4 2025 | Feb 02, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 8,243 | 1,061 | 0.53% | 0.53% | 220 | +522 | 6.76% | Q4 2025 | Jan 26, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 8,134 | 1,047 | 0.01% | 0.01% | 221 | -87 | -1.06% | Q4 2025 | Jan 30, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 8,089 | 1,042 | 0.02% | — | 222 | +8,089 | New | Q4 2025 | Feb 13, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | No change | 7,949 | 1,024 | 0.33% | 0.34% | 223 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 7,933 | 1,022 | 0.05% | 0.05% | 224 | -85 | -1.06% | Q4 2025 | Jan 14, 2026 |
| ROGCO, LP | History | Added to | 7,901 | 1,017 | 0.34% | 0.34% | 225 | +178 | 2.3% | Q4 2025 | Jan 30, 2026 |
| HILL ISLAND FINANCIAL LLC | History | Added to | 7,862 | 1,012 | 0.24% | 0.25% | 226 | +23 | 0.29% | Q4 2025 | Jan 22, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 7,735 | 996 | 0.05% | 0.05% | 227 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Atria Investments, Inc | History | Added to | 7,713 | 993 | 0.01% | 0.01% | 228 | +179 | 2.38% | Q4 2025 | Feb 05, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 7,643 | 984 | 0.01% | 0.01% | 229 | -52 | -0.68% | Q4 2025 | Jan 13, 2026 |
| GTS SECURITIES LLC | History | New | 7,630 | 982 | 0.03% | — | 230 | +7,630 | New | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 7,573 | 975 | 0.01% | 0.01% | 231 | +134 | 1.8% | Q4 2025 | Feb 11, 2026 |
| Vontobel Holding Ltd. | History | No change | 7,478 | 963 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Reduced | 7,467 | 961 | 0.0% | 0.0% | 233 | -3,018 | -28.78% | Q4 2025 | Feb 13, 2026 |
| Harfst & Associates, Inc. | History | No change | 7,395 | 952 | 0.17% | 0.17% | 234 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 7,365 | 948 | 0.09% | 0.1% | 236 | -310 | -4.04% | Q4 2025 | Feb 13, 2026 |
| FIRST HORIZON CORP | History | Reduced | 7,362 | 948 | 0.04% | 0.04% | 235 | -57 | -0.77% | Q4 2025 | Jan 27, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 7,232 | 931 | 0.27% | — | 237 | +7,232 | New | Q4 2025 | Feb 13, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 7,188 | 926 | 0.16% | 0.16% | 238 | +481 | 7.17% | Q4 2025 | Feb 17, 2026 |
| AlphaCore Capital LLC | History | Added to | 7,069 | 910 | 0.02% | 0.02% | 240 | +1,598 | 29.21% | Q4 2025 | Feb 05, 2026 |
| BIP Wealth, LLC | History | No change | 7,065 | 910 | 0.03% | 0.04% | 239 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Hills Bank & Trust Co | History | No change | 6,938 | 893 | 0.05% | 0.05% | 241 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Principle Wealth Partners LLC | History | No change | 6,887 | 887 | 0.05% | 0.05% | 242 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HRT FINANCIAL LP | History | Reduced | 6,811 | 877 | 0.0% | 0.0% | 243 | -2,698 | -28.37% | Q4 2025 | Feb 12, 2026 |
| Robertson Stephens Wealth Management, LLC | History | New | 6,806 | 876 | 0.02% | — | 244 | +6,806 | New | Q4 2025 | Feb 02, 2026 |
| Rede Wealth, LLC | History | New | 6,682 | 860 | 0.3% | — | 245 | +6,682 | New | Q4 2025 | Jan 23, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 6,524 | 840 | 0.34% | 0.32% | 247 | +440 | 7.23% | Q4 2025 | Feb 09, 2026 |
| First Pacific Financial | History | Reduced | 6,521 | 840 | 0.11% | 0.12% | 246 | -217 | -3.22% | Q4 2025 | Jan 16, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | New | 6,511 | 838 | 0.17% | — | 248 | +6,511 | New | Q4 2025 | Jan 27, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 6,499 | 837 | 0.0% | 0.0% | 249 | -3,094 | -32.25% | Q4 2025 | Feb 13, 2026 |
| Brookstone Capital Management | History | Reduced | 6,478 | 834 | 0.01% | 0.01% | 251 | -41 | -0.63% | Q4 2025 | Jan 15, 2026 |
| Sigma Planning Corp | History | Added to | 6,481 | 834 | 0.02% | 0.02% | 250 | +2 | 0.03% | Q4 2025 | Jan 30, 2026 |
| Halter Ferguson Financial Inc. | History | Reduced | 6,469 | 833 | 0.18% | 0.19% | 252 | -86 | -1.31% | Q4 2025 | Feb 05, 2026 |
| Keystone Financial Services | History | Reduced | 6,462 | 832 | 0.25% | 0.26% | 253 | -158 | -2.39% | Q4 2025 | Feb 12, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Reduced | 6,453 | 831 | 0.35% | 0.41% | 254 | -750 | -10.41% | Q4 2025 | Feb 18, 2026 |
| VERITY Wealth Advisors | History | Reduced | 6,355 | 818 | 0.51% | 0.58% | 255 | -944 | -12.93% | Q4 2025 | Jan 07, 2026 |
| Peak Financial Management, Inc. | History | No change | 6,315 | 813 | 0.21% | 0.21% | 256 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Elyxium Wealth, LLC | History | New | 6,300 | 811 | 0.22% | — | 258 | +6,300 | New | Q4 2025 | Feb 05, 2026 |
| Western Wealth Management, LLC | History | Added to | 6,296 | 811 | 0.04% | 0.03% | 257 | +1,759 | 38.77% | Q4 2025 | Feb 05, 2026 |
| BROWN ADVISORY INC | History | New | 6,258 | 806 | 0.0% | — | 259 | +6,258 | New | Q4 2025 | Feb 13, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 6,190 | 797 | 0.08% | 0.08% | 261 | +228 | 3.82% | Q4 2025 | Feb 13, 2026 |
| Meridian Wealth Management, LLC | History | No change | 6,194 | 797 | 0.03% | 0.03% | 260 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Archer Investment Management, LLC | History | New | 6,161 | 793 | 0.43% | — | 262 | +6,161 | New | Q4 2025 | Jan 12, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Added to | 6,140 | 791 | 0.21% | 0.19% | 263 | +1,171 | 23.57% | Q4 2025 | Jan 12, 2026 |
| RCS Financial Planning, LLC | History | Added to | 6,118 | 788 | 0.34% | 0.24% | 264 | +1,832 | 42.74% | Q4 2025 | Jan 15, 2026 |
| Kesler, Norman & Wride, LLC | History | Reduced | 6,091 | 784 | 0.13% | 0.13% | 265 | -7 | -0.11% | Q4 2025 | Feb 10, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 6,081 | 783 | 0.68% | — | 266 | +6,081 | New | Q4 2025 | Feb 10, 2026 |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | History | No change | 6,075 | 782 | 0.02% | 0.01% | 267 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 6,035 | 777 | 0.11% | 0.12% | 268 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Fortis Capital Management LLC | History | Added to | 6,019 | 775 | 0.1% | 0.11% | 269 | +17 | 0.28% | Q4 2025 | Feb 13, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 5,882 | 774 | 0.26% | 0.26% | 270 | +143 | 2.49% | Q4 2025 | Feb 10, 2026 |
| OARSMAN CAPITAL, INC. | History | New | 5,980 | 770 | 0.1% | — | 271 | +5,980 | New | Q4 2025 | Feb 13, 2026 |
| Wealth Analytics Partners, LLC | History | New | 5,950 | 766 | 0.3% | — | 272 | +5,950 | New | Q4 2025 | Feb 17, 2026 |
| Frisch Financial Group, Inc. | History | Added to | 5,890 | 758 | 0.17% | 0.17% | 273 | +16 | 0.27% | Q4 2025 | Feb 06, 2026 |
| Midwest Trust Co | History | Reduced | 5,875 | 756 | 0.01% | 0.01% | 274 | -336 | -5.41% | Q4 2025 | Feb 04, 2026 |
| Destination Wealth Management | History | Reduced | 5,865 | 755 | 0.02% | 0.02% | 275 | -1,110 | -15.91% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 5,848 | 753 | 0.03% | 0.03% | 276 | +147 | 2.58% | Q4 2025 | Feb 06, 2026 |
| Montecito Bank & Trust | History | No change | 5,798 | 746 | 0.12% | 0.11% | 277 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 5,763 | 742 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 5,663 | 729 | 0.62% | 0.64% | 279 | +15 | 0.27% | Q4 2025 | Jan 26, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | No change | 5,600 | 721 | 0.07% | 0.07% | 280 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 5,460 | 716 | 0.03% | — | 281 | +5,460 | New | Q4 2025 | Feb 03, 2026 |
| Ulland Investment Advisors, LLC | History | Reduced | 5,500 | 709 | 0.57% | 0.55% | 282 | -350 | -5.98% | Q4 2025 | Jan 08, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 5,495 | 707 | 0.01% | 0.01% | 283 | -1,912 | -25.81% | Q4 2025 | Feb 12, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 5,401 | 695 | 0.05% | 0.06% | 284 | -810 | -13.04% | Q4 2025 | Jan 13, 2026 |
| Brooklyn FI, LLC | History | Reduced | 5,390 | 694 | 0.15% | 0.17% | 285 | -778 | -12.61% | Q4 2025 | Jan 21, 2026 |
| Members Trust Co | History | No change | 5,349 | 689 | 0.02% | 0.02% | 286 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| S.A. Mason LLC | History | Added to | 5,330 | 686 | 0.27% | 0.26% | 287 | +678 | 14.57% | Q4 2025 | Jan 29, 2026 |
| Finley Financial, LLC | History | No change | 5,290 | 681 | 0.31% | 0.31% | 288 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| WealthShield Partners, LLC | History | Reduced | 5,186 | 668 | 0.07% | 0.08% | 289 | -198 | -3.68% | Q4 2025 | Feb 03, 2026 |
| Bigelow Investment Advisors, LLC | History | Reduced | 5,163 | 665 | 0.26% | 0.28% | 290 | -272 | -5.0% | Q4 2025 | Jan 28, 2026 |
| BURNS J W & CO INC/NY | History | Added to | 5,150 | 663 | 0.07% | 0.04% | 291 | +2,250 | 77.59% | Q4 2025 | Jan 12, 2026 |
| Magnus Financial Group LLC | History | Added to | 5,105 | 657 | 0.05% | 0.05% | 292 | +29 | 0.57% | Q4 2025 | Jan 07, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 5,087 | 655 | 0.03% | 0.04% | 293 | -55 | -1.07% | Q4 2025 | Jan 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 4,997 | 643 | 0.01% | 0.02% | 294 | -2,528 | -33.59% | Q4 2025 | Feb 09, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 4,967 | 639 | 0.05% | 0.06% | 295 | -382 | -7.14% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 4,930 | 635 | 0.0% | 0.0% | 296 | +679 | 15.97% | Q4 2025 | Feb 17, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 4,937 | 635 | 0.07% | 0.08% | 297 | +449 | 10.0% | Q4 2025 | Feb 11, 2026 |
| Altus Wealth Group LLC | History | No change | 4,895 | 630 | 0.25% | 0.25% | 298 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 4,883 | 629 | 0.02% | 0.02% | 299 | +410 | 9.17% | Q4 2025 | Jan 13, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 4,802 | 618 | 0.05% | 0.05% | 300 | +4 | 0.08% | Q4 2025 | Jan 27, 2026 |
| Ellevest, Inc. | History | No change | 4,713 | 607 | 0.08% | 0.08% | 301 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 4,572 | 589 | 0.01% | 0.01% | 302 | -97 | -2.08% | Q4 2025 | Jan 28, 2026 |
| West Financial Advisors, LLC | History | No change | 4,572 | 589 | 0.1% | 0.1% | 303 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 4,510 | 586 | 0.04% | 0.04% | 305 | -28 | -0.62% | Q4 2025 | Jan 23, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 4,550 | 586 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 4,529 | 583 | 0.01% | 0.01% | 306 | -71 | -1.54% | Q4 2025 | Feb 09, 2026 |
| EQ LLC | History | Reduced | 4,484 | 577 | 0.17% | 0.2% | 307 | -135 | -2.92% | Q4 2025 | Feb 10, 2026 |
| Johnson Bixby & Associates, LLC | History | Reduced | 4,475 | 576 | 0.07% | 0.07% | 309 | -151 | -3.26% | Q4 2025 | Jan 14, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 4,475 | 576 | 0.03% | 0.03% | 308 | +13 | 0.29% | Q4 2025 | Jan 22, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 4,470 | 575 | 0.14% | 0.1% | 311 | +1,421 | 46.61% | Q4 2025 | Feb 11, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 4,464 | 575 | 0.02% | 0.02% | 310 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 4,392 | 565 | 0.1% | 0.09% | 312 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Mission Creek Capital Partners, Inc. | History | Added to | 4,373 | 563 | 0.11% | 0.11% | 314 | +20 | 0.46% | Q4 2025 | Feb 12, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 4,372 | 563 | 0.04% | 0.04% | 313 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SK Wealth Management, LLC | History | Reduced | 4,279 | 561 | 0.16% | 0.23% | 315 | -515 | -10.74% | Q4 2025 | Jan 30, 2026 |
| LWM ADVISORS INC | History | No change | 4,352 | 560 | 0.49% | 0.49% | 316 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Hilltop Partners LLC | History | Added to | 4,342 | 559 | 0.14% | 0.16% | 317 | +163 | 3.9% | Q4 2025 | Feb 10, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 4,327 | 557 | 0.03% | 0.03% | 318 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 4,286 | 552 | 0.08% | 0.09% | 319 | +21 | 0.49% | Q4 2025 | Jan 21, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 4,279 | 551 | 0.55% | — | 320 | +4,279 | New | Q4 2025 | Feb 19, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 4,264 | 549 | 0.0% | 0.0% | 321 | -13 | -0.3% | Q4 2025 | Feb 11, 2026 |
| Compound Planning, Inc. | History | No change | 4,218 | 543 | 0.02% | 0.02% | 322 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Reduced | 4,209 | 542 | 0.56% | 0.6% | 323 | -1,298 | -23.57% | Q4 2025 | Jan 16, 2026 |
| HM PAYSON & CO | History | Reduced | 4,200 | 541 | 0.01% | 0.01% | 324 | -11 | -0.26% | Q4 2025 | Feb 12, 2026 |
| Prism Advisors, Inc. | History | Reduced | 4,191 | 539 | 0.14% | 0.15% | 325 | -206 | -4.69% | Q4 2025 | Jan 23, 2026 |
| WESBANCO BANK INC | History | Reduced | 4,170 | 537 | 0.01% | 0.01% | 326 | -21 | -0.5% | Q4 2025 | Feb 03, 2026 |
| SVB WEALTH LLC | History | No change | 4,176 | 537 | 0.03% | 0.03% | 327 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 4,149 | 534 | 0.0% | 0.0% | 328 | +817 | 24.52% | Q4 2025 | Feb 17, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 4,113 | 529 | 0.06% | 0.07% | 329 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Maia Wealth LLC | History | Reduced | 4,090 | 526 | 0.09% | 0.18% | 330 | -4,059 | -49.81% | Q4 2025 | Feb 17, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 4,059 | 522 | 0.16% | 0.14% | 331 | +532 | 15.08% | Q4 2025 | Feb 11, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 3,993 | 514 | 0.03% | 0.03% | 332 | +360 | 9.91% | Q4 2025 | Feb 11, 2026 |
| Rockingstone Advisors LLC | History | Added to | 3,991 | 514 | 0.23% | 0.23% | 333 | +360 | 9.91% | Q4 2025 | Jan 28, 2026 |
| Coordinated Financial Services, Inc. | History | No change | 3,994 | 514 | 0.3% | 0.32% | 334 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Addison Advisors LLC | History | No change | 3,953 | 509 | 0.11% | 0.12% | 335 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NBT BANK N A /NY | History | Reduced | 129 | 507 | 0.03% | 0.04% | 336 | -832 | -86.58% | Q4 2025 | Jan 23, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 3,928 | 506 | 0.01% | 0.01% | 337 | -288 | -6.83% | Q4 2025 | Feb 03, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | No change | 3,887 | 500 | 0.04% | 0.04% | 338 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Rossmore Private Capital | History | No change | 3,867 | 498 | 0.04% | 0.05% | 339 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 3,782 | 487 | 0.06% | 0.06% | 340 | +17 | 0.45% | Q4 2025 | Jan 26, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 3,756 | 484 | 0.01% | 0.01% | 341 | -1,358 | -26.55% | Q4 2025 | Feb 05, 2026 |
| West Wealth Group, LLC | History | Reduced | 3,750 | 483 | 0.1% | 0.11% | 343 | -15 | -0.4% | Q4 2025 | Jan 26, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 3,754 | 483 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 3,746 | 482 | 0.05% | 0.05% | 345 | -65 | -1.71% | Q4 2025 | Feb 18, 2026 |
| Argent Trust Co | History | Reduced | 3,744 | 482 | 0.02% | 0.02% | 344 | -23 | -0.61% | Q4 2025 | Feb 10, 2026 |
| TrinityBridge Ltd | History | No change | 3,715 | 478 | 0.01% | 0.01% | 346 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 3,644 | 477 | 0.02% | 0.02% | 347 | -438 | -10.73% | Q4 2025 | Jan 23, 2026 |
| Capital Analysts, LLC | History | Added to | 3,689 | 475 | 0.01% | 0.01% | 349 | +70 | 1.93% | Q4 2025 | Feb 11, 2026 |
| TRUST CO OF VERMONT | History | Added to | 3,689 | 475 | 0.02% | 0.02% | 348 | +2 | 0.05% | Q4 2025 | Jan 16, 2026 |
| Arax Advisory Partners | History | New | 3,682 | 474 | 0.01% | — | 350 | +3,682 | New | Q4 2025 | Feb 13, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 3,579 | 471 | 0.31% | 0.35% | 351 | -261 | -6.8% | Q4 2025 | Feb 11, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 3,601 | 469 | 0.02% | 0.02% | 352 | +263 | 7.88% | Q4 2025 | Jan 09, 2026 |
| Arkadios Wealth Advisors | History | Added to | 3,630 | 467 | 0.01% | 0.01% | 353 | +118 | 3.36% | Q4 2025 | Feb 13, 2026 |
| MBE Wealth Management, LLC | History | Reduced | 3,624 | 466 | 0.2% | 0.2% | 355 | -18 | -0.49% | Q4 2025 | Jan 21, 2026 |
| Ledyard National Bank | History | No change | 3,624 | 466 | 0.04% | 0.04% | 354 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 3,597 | 463 | 0.01% | 0.01% | 356 | +259 | 7.76% | Q4 2025 | Feb 19, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 3,581 | 461 | 0.0% | 0.0% | 357 | +13 | 0.36% | Q4 2025 | Feb 13, 2026 |
| W.H. Cornerstone Investments Inc. | History | Added to | 3,584 | 461 | 0.28% | 0.27% | 358 | +10 | 0.28% | Q4 2025 | Feb 10, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 3,532 | 455 | 0.03% | 0.04% | 359 | -145 | -3.94% | Q4 2025 | Jan 16, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 3,493 | 450 | 0.06% | 0.06% | 360 | -222 | -5.98% | Q4 2025 | Feb 05, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 3,478 | 448 | 0.03% | 0.03% | 361 | +88 | 2.6% | Q4 2025 | Feb 13, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Added to | 3,480 | 448 | 0.23% | 0.25% | 362 | +14 | 0.4% | Q4 2025 | Feb 10, 2026 |
| Brooklyn Investment Group | History | New | 3,410 | 443 | 0.02% | — | 364 | +3,410 | New | Q4 2025 | Feb 12, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 3,440 | 443 | 0.03% | 0.02% | 363 | -361 | -9.5% | Q4 2025 | Jan 30, 2026 |
| MYECFO, LLC | History | Added to | 3,430 | 441 | 0.19% | 0.15% | 365 | +870 | 33.98% | Q4 2025 | Jan 12, 2026 |
| KFA Private Wealth Group, LLC | History | Reduced | 3,388 | 436 | 0.11% | 0.12% | 366 | -22 | -0.65% | Q4 2025 | Jan 07, 2026 |
| TrustBank | History | New | 3,354 | 432 | 0.18% | — | 367 | +3,354 | New | Q4 2025 | Feb 09, 2026 |
| TruNorth Capital Management, LLC | History | No change | 3,349 | 431 | 0.08% | 0.08% | 368 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WBH ADVISORY INC | History | Added to | 3,323 | 428 | 0.03% | 0.03% | 369 | +18 | 0.54% | Q4 2025 | Jan 26, 2026 |
| Essential Planning, LLC. | History | Reduced | 3,316 | 427 | 0.14% | 0.15% | 370 | -110 | -3.21% | Q4 2025 | Jan 15, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Added to | 3,276 | 422 | 0.08% | 0.08% | 371 | +30 | 0.92% | Q4 2025 | Jan 14, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | No change | 3,268 | 421 | 0.21% | 0.21% | 372 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| LANDAAS & CO /WI /ADV | History | Added to | 3,266 | 420 | 0.09% | 0.09% | 373 | +9 | 0.28% | Q4 2025 | Jan 21, 2026 |
| JNBA Financial Advisors | History | Added to | 3,241 | 417 | 0.04% | 0.03% | 374 | +493 | 17.94% | Q4 2025 | Jan 26, 2026 |
| Engineers Gate Manager LP | History | New | 3,233 | 416 | 0.0% | — | 376 | +3,233 | New | Q4 2025 | Feb 17, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 3,233 | 416 | 0.02% | 0.02% | 375 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 3,233 | 416 | 0.01% | 0.01% | 377 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Ascent Group, LLC | History | Reduced | 3,225 | 415 | 0.01% | 0.02% | 379 | -922 | -22.23% | Q4 2025 | Jan 20, 2026 |
| Birch Hill Investment Advisors LLC | History | Reduced | 3,224 | 415 | 0.02% | 0.02% | 378 | -655 | -16.89% | Q4 2025 | Jan 27, 2026 |
| YANKCOM Partnership | History | No change | 3,203 | 412 | 0.18% | 0.18% | 380 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| May Hill Capital, LLC | History | Added to | 3,197 | 411 | 0.05% | 0.06% | 382 | +1,589 | 98.82% | Q4 2025 | Feb 05, 2026 |
| Oxler Private Wealth LLC | History | Added to | 3,197 | 411 | 0.12% | 0.12% | 381 | +9 | 0.28% | Q4 2025 | Jan 23, 2026 |
| BEACON FINANCIAL GROUP | History | New | 3,184 | 410 | 0.04% | — | 383 | +3,184 | New | Q4 2025 | Apr 01, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 3,147 | 405 | 0.07% | 0.08% | 384 | -108 | -3.32% | Q4 2025 | Jan 07, 2026 |
| Traveka Wealth, LLC | History | New | 3,142 | 404 | 0.16% | — | 385 | +3,142 | New | Q4 2025 | Jan 08, 2026 |
| Evergreen Wealth Partners LLC | History | New | 3,129 | 403 | 0.34% | — | 388 | +3,129 | New | Q4 2025 | Feb 05, 2026 |
| AE Wealth Management LLC | History | Added to | 3,128 | 403 | 0.0% | 0.0% | 387 | +874 | 38.78% | Q4 2025 | Jan 26, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 3,134 | 403 | 0.01% | 0.01% | 386 | -391 | -11.09% | Q4 2025 | Feb 05, 2026 |
| MRA Advisory Group | History | Added to | 3,086 | 397 | 0.17% | 0.17% | 389 | +12 | 0.39% | Q4 2025 | Jan 16, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | No change | 3,089 | 397 | 0.02% | 0.02% | 390 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| GenTrust, LLC | History | No change | 3,037 | 391 | 0.02% | 0.02% | 391 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MAI Capital Management | History | Added to | 3,035 | 390 | 0.0% | 0.0% | 392 | +1,161 | 61.95% | Q4 2025 | Feb 13, 2026 |
| KBC Group NV | History | No change | 3,026 | 390 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Sage Financial Management Group, Inc. | History | No change | 3,029 | 390 | 0.12% | 0.12% | 394 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Blue Zone Wealth Advisors, LLC | History | No change | 3,026 | 389 | 0.07% | 0.08% | 395 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| JB Capital LLC | History | Added to | 2,998 | 386 | 0.02% | 0.02% | 397 | +134 | 4.68% | Q4 2025 | Jan 20, 2026 |
| Sterling Investment Advisors, Ltd. | History | No change | 3,000 | 386 | 0.07% | 0.07% | 396 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 2,963 | 381 | 0.04% | 0.05% | 398 | -19 | -0.64% | Q4 2025 | Feb 10, 2026 |
| Erickson Financial Group, LLC | History | Added to | 2,933 | 377 | 0.23% | 0.2% | 399 | +399 | 15.75% | Q4 2025 | Jan 21, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 2,871 | 369 | 0.2% | 0.2% | 400 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 2,839 | 368 | 0.01% | 0.02% | 401 | +428 | 17.75% | Q4 2025 | Feb 13, 2026 |
| Sage Capital Management, LLC | History | No change | 2,835 | 365 | 0.17% | 0.16% | 402 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Centurion Wealth Management LLC | History | Added to | 2,802 | 361 | 0.08% | 0.08% | 403 | +61 | 2.23% | Q4 2025 | Jan 14, 2026 |
| Wilson & Boucher Capital Management, LLC | History | No change | 2,800 | 360 | 0.24% | 0.23% | 404 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 2,779 | 358 | 0.04% | 0.05% | 405 | -382 | -12.08% | Q4 2025 | Feb 17, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 2,784 | 358 | 0.11% | 0.13% | 406 | -238 | -7.88% | Q4 2025 | Feb 13, 2026 |
| Arbor Investment Advisors, LLC | History | Added to | 2,779 | 357 | 0.05% | 0.04% | 407 | +2 | 0.07% | Q4 2025 | Jan 23, 2026 |
| Trivium Point Advisory, LLC | History | No change | 2,772 | 357 | 0.04% | 0.04% | 408 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Urban Wealth Management, LLC | History | New | 2,757 | 355 | 0.33% | — | 409 | +2,757 | New | Q4 2025 | Jan 30, 2026 |
| Fielder Capital Group LLC | History | No change | 2,759 | 355 | 0.08% | 0.08% | 410 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Trilogy Capital Inc. | History | Reduced | 2,754 | 354 | 0.02% | 0.02% | 411 | -56 | -1.99% | Q4 2025 | Jan 22, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 2,750 | 353 | 0.01% | 0.01% | 412 | -52 | -1.86% | Q4 2025 | Feb 12, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 2,713 | 349 | 0.08% | 0.05% | 413 | +944 | 53.36% | Q4 2025 | Feb 17, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 2,694 | 347 | 0.02% | 0.02% | 414 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Bison Wealth, LLC | History | New | 2,846 | 344 | 0.04% | — | 415 | +2,846 | New | Q4 2025 | Mar 24, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 2,647 | 341 | 0.01% | 0.01% | 416 | -358 | -11.91% | Q4 2025 | Feb 13, 2026 |
| Wealth Management Associates, Inc. | History | New | 2,634 | 339 | 0.12% | — | 418 | +2,634 | New | Q4 2025 | Jan 20, 2026 |
| Richmond Investment Services, LLC | History | Added to | 2,633 | 339 | 0.06% | 0.06% | 417 | +118 | 4.69% | Q4 2025 | Feb 12, 2026 |
| Buttonwood Financial Group, LLC | History | Reduced | 2,537 | 333 | 0.18% | 0.24% | 420 | -1,888 | -42.67% | Q4 2025 | Jan 13, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 2,585 | 333 | 0.05% | 0.05% | 419 | -52 | -1.97% | Q4 2025 | Jan 14, 2026 |
| LongView Asset Management LLC | History | Reduced | 2,580 | 332 | 0.23% | 0.39% | 421 | -1,897 | -42.37% | Q4 2025 | Feb 09, 2026 |
| Bedminster, LLC | History | New | 2,570 | 331 | 0.3% | — | 422 | +2,570 | New | Q4 2025 | Feb 05, 2026 |
| Keel Point, LLC | History | No change | 2,564 | 330 | 0.02% | 0.02% | 423 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Somerset Group LLC | History | No change | 2,532 | 330 | 0.25% | 0.25% | 424 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 2,681 | 326 | 0.01% | 0.01% | 425 | -2,709 | -50.26% | Q4 2025 | Feb 11, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 2,516 | 324 | 0.01% | 0.01% | 426 | -144 | -5.41% | Q4 2025 | Feb 12, 2026 |
| ASL Financial, LLC | History | New | 2,500 | 322 | 0.25% | — | 429 | +2,500 | New | Q4 2025 | Jan 20, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 2,500 | 322 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 2,500 | 322 | 0.05% | 0.06% | 428 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| DDFG, Inc | History | Reduced | 2,469 | 318 | 0.07% | 0.07% | 430 | -19 | -0.76% | Q4 2025 | Jan 08, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | Added to | 2,402 | 317 | 0.0% | 0.0% | 431 | +622 | 34.94% | Q4 2025 | Jan 28, 2026 |
| GC Wealth Management RIA, LLC | History | New | 2,408 | 310 | 0.01% | — | 433 | +2,408 | New | Q4 2025 | Jan 30, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 2,408 | 310 | 0.01% | 0.01% | 432 | -295 | -10.91% | Q4 2025 | Jan 23, 2026 |
| Vise Technologies, Inc. | History | New | 2,394 | 308 | 0.01% | — | 434 | +2,394 | New | Q4 2025 | Feb 11, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 2,387 | 307 | 0.01% | 0.01% | 435 | -2,045 | -46.14% | Q4 2025 | Jan 28, 2026 |
| Kestra Investment Management, LLC | History | Added to | 2,366 | 304 | 0.01% | 0.01% | 436 | +2 | 0.08% | Q4 2025 | Feb 09, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 2,330 | 302 | 0.02% | — | 437 | +2,330 | New | Q4 2025 | Jan 15, 2026 |
| Blume Capital Management, Inc. | History | Reduced | 2,350 | 302 | 0.05% | 0.08% | 438 | -1,000 | -29.85% | Q4 2025 | Feb 05, 2026 |
| One Day In July LLC | History | New | 2,330 | 300 | 0.02% | — | 439 | +2,330 | New | Q4 2025 | Feb 04, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 2,328 | 299 | 0.0% | 0.0% | 440 | -2 | -0.09% | Q4 2025 | Jan 20, 2026 |
| Vantus Wealth LLC | History | New | 2,315 | 298 | 0.22% | — | 441 | +2,315 | New | Q4 2025 | Feb 10, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 2,301 | 296 | 0.0% | 0.0% | 442 | -1 | -0.04% | Q4 2025 | Feb 05, 2026 |
| Brown Financial Advisors | History | No change | 2,300 | 296 | 0.11% | 0.11% | 443 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NORTHLAND SECURITIES, INC. | History | New | 2,297 | 295 | 0.28% | — | 444 | +2,297 | New | Q4 2025 | Jan 23, 2026 |
| Financial Planning Hawaii, Inc. | History | New | 2,275 | 293 | 0.17% | — | 446 | +2,275 | New | Q4 2025 | Jan 15, 2026 |
| Braun-Bostich & Associates Inc. | History | Added to | 2,277 | 293 | 0.18% | 0.18% | 445 | +14 | 0.62% | Q4 2025 | Jan 14, 2026 |
| New Covenant Trust Company, N.A. | History | No change | 2,256 | 290 | 0.26% | 0.26% | 447 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| M&T BANK CORP | History | No change | 2,232 | 287 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Concord Wealth Partners | History | Reduced | 2,226 | 286 | 0.04% | 0.07% | 449 | -1,651 | -42.58% | Q4 2025 | Jan 29, 2026 |
| CRA Financial Services, LLC | History | No change | 2,193 | 282 | 0.04% | 0.04% | 450 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Well Done, LLC | History | Reduced | 2,170 | 279 | 0.04% | 0.05% | 452 | -3 | -0.14% | Q4 2025 | Jan 13, 2026 |
| PRENTISS SMITH & CO INC | History | No change | 2,168 | 279 | 0.17% | 0.15% | 451 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Weaver Consulting Group | History | Reduced | 2,160 | 278 | 0.07% | 0.07% | 453 | -60 | -2.7% | Q4 2025 | Feb 10, 2026 |
| Belvedere Trading LLC | History | Reduced | 2,144 | 276 | 0.0% | 0.0% | 454 | -464 | -17.79% | Q4 2025 | Feb 10, 2026 |
| FIGURE 8 INVESTMENT STRATEGIES LLC | History | No change | 2,126 | 273 | 0.24% | 0.24% | 455 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Old Port Advisors | History | Added to | 2,112 | 272 | 0.07% | 0.07% | 457 | +9 | 0.43% | Q4 2025 | Jan 08, 2026 |
| HOWE & RUSLING INC | History | Added to | 2,113 | 272 | 0.02% | 0.02% | 456 | +5 | 0.24% | Q4 2025 | Feb 17, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 2,090 | 269 | 0.01% | 0.01% | 458 | +4 | 0.19% | Q4 2025 | Feb 17, 2026 |
| TRITONPOINT WEALTH, LLC | History | No change | 2,090 | 269 | 0.03% | 0.02% | 459 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Elmwood Wealth Management, Inc. | History | New | 2,074 | 267 | 0.08% | — | 460 | +2,074 | New | Q4 2025 | Jan 08, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 2,050 | 264 | 0.06% | 0.06% | 461 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Golden State Equity Partners | History | Added to | 2,036 | 262 | 0.04% | 0.04% | 464 | +323 | 18.86% | Q4 2025 | Jan 29, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 2,040 | 262 | 0.0% | 0.0% | 462 | -65 | -3.09% | Q4 2025 | Feb 13, 2026 |
| Curi Capital, LLC | History | No change | 2,037 | 262 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RIDGECREST WEALTH PARTNERS, LLC | History | No change | 2,038 | 262 | 0.14% | 0.12% | 465 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 2,019 | 260 | 0.02% | 0.02% | 466 | -6 | -0.3% | Q4 2025 | Feb 06, 2026 |
| WRAPMANAGER INC | History | Reduced | 2,017 | 259 | 0.09% | 0.08% | 467 | -19 | -0.93% | Q4 2025 | Feb 06, 2026 |
| 4Thought Financial Group Inc. | History | Reduced | 2,003 | 258 | 0.13% | 0.13% | 469 | -84 | -4.02% | Q4 2025 | Jan 29, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Reduced | 2,005 | 258 | 0.14% | 0.14% | 470 | -11 | -0.55% | Q4 2025 | Feb 05, 2026 |
| EVOKE WEALTH, LLC | History | No change | 2,005 | 258 | 0.0% | 0.01% | 468 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Banco Santander, S.A. | History | New | 2,000 | 257 | 0.0% | — | 471 | +2,000 | New | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 1,996 | 257 | 0.0% | — | 473 | +1,996 | New | Q4 2025 | Feb 17, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | No change | 2,000 | 257 | 0.02% | 0.02% | 472 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Tilson Financial Group, Inc. | History | No change | 1,998 | 257 | 0.08% | 0.08% | 474 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Koenig Investment Advisory, LLC | History | New | 1,975 | 255 | 0.21% | — | 476 | +1,975 | New | Q4 2025 | Mar 03, 2026 |
| Smith & Howard Wealth Management, LLC | History | Reduced | 1,984 | 255 | 0.06% | 0.06% | 475 | -54 | -2.65% | Q4 2025 | Feb 03, 2026 |
| Compton Financial Group, LLC | History | New | 1,970 | 253 | 0.06% | — | 477 | +1,970 | New | Q4 2025 | Feb 05, 2026 |
| Two West Capital Advisors LLC | History | Reduced | 1,964 | 252 | 0.15% | 0.16% | 478 | -44 | -2.19% | Q4 2025 | Jan 13, 2026 |
| Vericrest Private Wealth | History | New | 1,954 | 251 | 0.22% | — | 480 | +1,954 | New | Q4 2025 | Mar 12, 2026 |
| Insight Wealth Strategies, LLC | History | Reduced | 1,952 | 251 | 0.03% | 0.03% | 479 | -11 | -0.56% | Q4 2025 | Jan 02, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 1,946 | 250 | 0.01% | 0.01% | 481 | -81 | -4.0% | Q4 2025 | Jan 06, 2026 |
| Darden Wealth Group Inc | History | No change | 1,907 | 245 | 0.12% | 0.13% | 482 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | New | 1,841 | 242 | 0.21% | — | 485 | +1,841 | New | Q4 2025 | Feb 11, 2026 |
| BESSEMER GROUP INC | History | Added to | 1,882 | 242 | 0.0% | 0.0% | 483 | +752 | 66.55% | Q4 2025 | Feb 05, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 1,885 | 242 | 0.07% | 0.09% | 484 | -629 | -25.02% | Q4 2025 | Feb 09, 2026 |
| JSF Financial, LLC | History | Added to | 1,877 | 241 | 0.05% | 0.05% | 486 | +3 | 0.16% | Q4 2025 | Feb 04, 2026 |
| Cove Private Wealth, LLC | History | No change | 1,866 | 240 | 0.07% | 0.07% | 487 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Frederick Financial Consultants, LLC | History | No change | 1,864 | 240 | 0.13% | 0.13% | 488 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sunrise Financial Services, LLC | History | New | 1,859 | 239 | 0.18% | — | 490 | +1,859 | New | Q4 2025 | Feb 11, 2026 |
| Capital Advantage, Inc. | History | Reduced | 1,861 | 239 | 0.03% | 0.04% | 489 | -323 | -14.79% | Q4 2025 | Jan 07, 2026 |
| UPTICK PARTNERS, LLC | History | New | 1,845 | 237 | 0.05% | — | 491 | +1,845 | New | Q4 2025 | Feb 02, 2026 |
| Savant Capital, LLC | History | Reduced | 1,824 | 235 | 0.0% | 0.0% | 492 | -36 | -1.94% | Q4 2025 | Feb 10, 2026 |
| Rossby Financial, LCC | History | No change | 1,830 | 235 | 0.07% | 0.08% | 493 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 1,819 | 234 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Diversified Trust Co | History | No change | 1,824 | 234 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Creative Capital Management Investments LLC | History | No change | 1,819 | 234 | 0.07% | 0.07% | 496 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Snider Financial Group | History | No change | 1,809 | 233 | 0.06% | 0.06% | 497 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Colorado Capital Management, Inc. | History | Reduced | 1,798 | 232 | 0.09% | 0.13% | 498 | -909 | -33.58% | Q4 2025 | Jan 23, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | New | 1,795 | 231 | 0.08% | — | 499 | +1,795 | New | Q4 2025 | Feb 12, 2026 |
| Concord Asset Management, LLC/VA | History | Reduced | 1,780 | 229 | 0.04% | 0.06% | 500 | -982 | -35.55% | Q4 2025 | Jan 29, 2026 |
| TSG Advice Partners, LLC | History | New | 1,765 | 227 | 0.03% | — | 502 | +1,765 | New | Q4 2025 | Feb 17, 2026 |
| Basepoint Wealth LLC | History | Added to | 1,763 | 227 | 0.14% | 0.16% | 501 | +1 | 0.06% | Q4 2025 | Feb 10, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 1,762 | 226 | 0.02% | 0.02% | 503 | -1 | -0.06% | Q4 2025 | Feb 02, 2026 |
| Olde Wealth Management, LLC | History | No change | 1,750 | 225 | 0.07% | 0.07% | 504 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 1,746 | 224 | 0.02% | 0.02% | 506 | +12 | 0.69% | Q4 2025 | Feb 10, 2026 |
| Mutual Advisors, LLC | History | No change | 1,744 | 224 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | History | No change | 1,711 | 220 | 0.03% | 0.03% | 507 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Sequent Planning LLC | History | Reduced | 1,683 | 216 | 0.05% | 0.07% | 508 | -222 | -11.65% | Q4 2025 | Feb 05, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 1,663 | 214 | 0.01% | 0.01% | 509 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 1,658 | 213 | 0.03% | 0.03% | 510 | +2 | 0.12% | Q4 2025 | Jan 21, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 1,649 | 212 | 0.06% | 0.07% | 512 | -145 | -8.08% | Q4 2025 | Feb 11, 2026 |
| ProVise Management Group, LLC | History | No change | 1,650 | 212 | 0.02% | 0.02% | 511 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 1,641 | 211 | 0.01% | 0.01% | 513 | -492 | -23.07% | Q4 2025 | Feb 13, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 1,641 | 211 | 0.08% | 0.08% | 514 | +3 | 0.18% | Q4 2025 | Feb 04, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 1,640 | 211 | 0.11% | 0.11% | 515 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cottage Street Advisors LLC | History | Added to | 1,635 | 210 | 0.09% | 0.09% | 516 | +3 | 0.18% | Q4 2025 | Jan 26, 2026 |
| BLVD Private Wealth, LLC | History | Reduced | 1,625 | 209 | 0.18% | 0.18% | 519 | -32 | -1.93% | Q4 2025 | Jan 27, 2026 |
| High Falls Advisors, Inc | History | Added to | 1,629 | 209 | 0.04% | 0.04% | 518 | +2 | 0.12% | Q4 2025 | Feb 18, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 1,630 | 209 | 0.01% | 0.01% | 517 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sterling Manor Financial, LLC | History | Reduced | 1,613 | 207 | 0.13% | 0.13% | 520 | -61 | -3.64% | Q4 2025 | Jan 07, 2026 |
| StoneX Group Inc. | History | Reduced | 1,599 | 205 | 0.01% | 0.01% | 521 | -415 | -20.61% | Q4 2025 | Feb 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 1,597 | 205 | 0.01% | 0.01% | 522 | -12 | -0.75% | Q4 2025 | Jan 14, 2026 |
| Baron Financial Group, LLC | History | New | 1,565 | 201 | 0.11% | — | 523 | +1,565 | New | Q4 2025 | Jan 09, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | New | 1,552 | 200 | 0.02% | — | 524 | +1,552 | New | Q4 2025 | Jan 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,548 | 199 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Clearstead Trust, LLC | History | No change | 1,403 | 180 | 0.03% | 0.03% | 526 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Westside Investment Management, Inc. | History | No change | 1,355 | 174 | 0.03% | 0.03% | 527 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1,230 | 158 | 0.01% | 0.01% | 528 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Evergreen Private Wealth LLC | History | Reduced | 1,220 | 157 | 0.06% | 0.07% | 529 | -135 | -9.96% | Q4 2025 | Jan 28, 2026 |
| Caldwell Trust Co | History | No change | 1,200 | 154 | 0.01% | 0.01% | 530 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| TD Capital Management LLC | History | Added to | 1,182 | 152 | 0.01% | 0.01% | 531 | +2 | 0.17% | Q4 2025 | Feb 26, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 1,171 | 150 | 0.01% | 0.01% | 532 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ancora Advisors LLC | History | No change | 1,150 | 148 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 1,134 | 146 | 0.02% | 0.02% | 534 | -36 | -3.08% | Q4 2025 | Jan 20, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,093 | 140 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Financial Perspectives, Inc | History | Added to | 1,086 | 139 | 0.04% | 0.04% | 536 | +3 | 0.28% | Q4 2025 | Jan 28, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 1,050 | 135 | 0.13% | — | 537 | +1,050 | New | Q4 2025 | Feb 13, 2026 |
| Smithfield Trust Co | History | Reduced | 1,025 | 132 | 0.01% | 0.01% | 538 | -24 | -2.29% | Q4 2025 | Feb 09, 2026 |
| Larson Financial Group LLC | History | Added to | 962 | 123 | 0.0% | 0.0% | 539 | +585 | 155.17% | Q4 2025 | Feb 06, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 960 | 123 | 0.04% | 0.04% | 540 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ABOUND FINANCIAL, LLC | History | New | 944 | 121 | 0.05% | — | 541 | +944 | New | Q4 2025 | Feb 17, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 867 | 111 | 0.01% | 0.0% | 542 | +454 | 109.93% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Reduced | 793 | 102 | 0.0% | 0.0% | 543 | -4,848 | -85.94% | Q4 2025 | Feb 12, 2026 |
| ADIRONDACK TRUST CO | History | Reduced | 734 | 94 | 0.03% | 0.03% | 545 | -65 | -8.14% | Q4 2025 | Jan 08, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 732 | 94 | 0.01% | 0.01% | 544 | -63 | -7.92% | Q4 2025 | Feb 06, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 701 | 90 | 0.01% | 0.01% | 547 | -276 | -28.25% | Q4 2025 | Feb 03, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 700 | 90 | 0.0% | 0.0% | 546 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 655 | 84 | 0.0% | 0.0% | 548 | +245 | 59.76% | Q4 2025 | Feb 17, 2026 |
| PITTENGER & ANDERSON INC | History | Reduced | 645 | 83 | 0.0% | 0.0% | 549 | -340 | -34.52% | Q4 2025 | Feb 02, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 651 | 83 | 0.07% | 0.05% | 550 | +256 | 64.81% | Q4 2025 | Feb 10, 2026 |
| Triumph Capital Management | History | New | 613 | 78 | 0.02% | — | 552 | +613 | New | Q4 2025 | Feb 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 606 | 78 | 0.01% | 0.01% | 551 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 572 | 73 | 0.0% | 0.0% | 553 | -57 | -9.06% | Q4 2025 | Feb 09, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 564 | 72 | 0.0% | 0.0% | 554 | +20 | 3.68% | Q4 2025 | Feb 18, 2026 |
| GLENMEDE TRUST CO NA | History | New | 529 | 68 | 0.0% | — | 555 | +529 | New | Q4 2025 | Feb 17, 2026 |
| Bank of New Hampshire | History | New | 510 | 65 | 0.01% | — | 556 | +510 | New | Q4 2025 | Mar 16, 2026 |
| Colonial Trust Advisors | History | No change | 500 | 64 | 0.0% | 0.0% | 557 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Parallel Advisors, LLC | History | No change | 493 | 63 | 0.0% | 0.0% | 558 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Salomon & Ludwin, LLC | History | No change | 474 | 61 | 0.01% | 0.01% | 559 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 461 | 59 | 0.01% | 0.01% | 560 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 413 | 53 | 0.0% | 0.0% | 561 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Hamrick Investment Counsel, llc | History | New | 400 | 51 | 0.04% | — | 562 | +400 | New | Q4 2025 | Mar 31, 2026 |
| Dougherty Wealth Advisers LLC | History | Reduced | 381 | 49 | 0.03% | 0.03% | 564 | -20 | -4.99% | Q4 2025 | Jan 29, 2026 |
| Asset Dedication, LLC | History | No change | 384 | 49 | 0.0% | 0.0% | 563 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 380 | 48 | 0.0% | 0.0% | 565 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EASTERN BANK | History | No change | 356 | 45 | 0.0% | 0.0% | 566 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | New | 315 | 40 | 0.0% | — | 567 | +315 | New | Q4 2025 | Feb 13, 2026 |
| Investors Portfolio Services LLC | History | New | 315 | 40 | 0.04% | — | 568 | +315 | New | Q4 2025 | Feb 09, 2026 |
| Archer Investment Corp | History | No change | 304 | 39 | 0.01% | 0.01% | 569 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 300 | 38 | 0.02% | 0.03% | 571 | -297 | -49.75% | Q4 2025 | Feb 18, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 296 | 38 | 0.0% | 0.0% | 570 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| IFP Advisors, Inc | History | Added to | 277 | 35 | 0.0% | 0.0% | 572 | +136 | 96.45% | Q4 2025 | Feb 06, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 242 | 31 | 0.01% | — | 573 | +242 | New | Q4 2025 | Feb 11, 2026 |
| Millstone Evans Group, LLC | History | No change | 220 | 28 | 0.02% | 0.02% | 574 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Meramec Financial Planners, LLC | History | New | 210 | 27 | 0.01% | — | 577 | +210 | New | Q4 2025 | Feb 10, 2026 |
| Kilter Group LLC | History | Reduced | 212 | 27 | 0.01% | 0.01% | 576 | -11 | -4.93% | Q4 2025 | Feb 13, 2026 |
| Copia Wealth Management | History | No change | 210 | 27 | 0.02% | 0.02% | 575 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 187 | 24 | 0.0% | 0.0% | 578 | +55 | 41.67% | Q4 2025 | Feb 02, 2026 |
| Kennebec Savings Bank | History | No change | 189 | 24 | 0.02% | 0.02% | 579 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Heritage Wealth Advisors | History | No change | 180 | 23 | 0.0% | 0.0% | 580 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 176 | 22 | 0.0% | 0.0% | 581 | -5 | -2.76% | Q4 2025 | Jan 29, 2026 |
| Ransom Advisory, Ltd | History | New | 170 | 21 | 0.01% | — | 582 | +170 | New | Q4 2025 | Jan 06, 2026 |
| CVA Family Office, LLC | History | No change | 158 | 20 | 0.0% | 0.0% | 583 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Root Financial Partners, LLC | History | No change | 156 | 20 | 0.0% | 0.0% | 584 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Camelot Portfolios, LLC | History | New | 152 | 19 | 0.01% | — | 586 | +152 | New | Q4 2025 | Jan 29, 2026 |
| SIGNATUREFD, LLC | History | No change | 152 | 19 | 0.0% | 0.0% | 585 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 150 | 19 | 0.01% | 0.01% | 587 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| CENTRAL TRUST Co | History | No change | 146 | 18 | 0.0% | 0.0% | 588 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BALLAST ADVISORS LLC | History | No change | 137 | 17 | 0.0% | 0.0% | 589 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 130 | 16 | 0.0% | 0.0% | 590 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 125 | 16 | 0.0% | 0.0% | 591 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Hanson & Doremus Investment Management | History | No change | 105 | 14 | 0.0% | 0.0% | 592 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 100 | 12 | 0.0% | — | 593 | +100 | New | Q4 2025 | Feb 13, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 96 | 12 | 0.0% | 0.0% | 594 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Founders Capital Management | History | No change | 89 | 11 | 0.01% | 0.01% | 595 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 83 | 10 | 0.0% | — | 596 | +83 | New | Q4 2025 | Feb 03, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 55 | 7 | 0.0% | 0.0% | 597 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Lodestone Wealth Management LLC | History | New | 50 | 6 | 0.0% | — | 598 | +50 | New | Q4 2025 | Jan 15, 2026 |
| Key Capital Management, INC | History | New | 26 | 3 | 0.0% | — | 599 | +26 | New | Q4 2025 | Jan 26, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 24 | 3 | 0.0% | — | 600 | +24 | New | Q4 2025 | Feb 11, 2026 |
| Russell Investments Group, Ltd. | History | No change | 16 | 2 | 0.0% | 0.0% | 601 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 20 | 2 | 0.0% | 0.0% | 602 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 10 | 1 | 0.0% | — | 605 | +10 | New | Q4 2025 | Feb 09, 2026 |
| TSFG, LLC | History | No change | 6 | 1 | 0.0% | 0.0% | 603 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| American Capital Advisory, LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 604 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -47,242 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Institute for Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.37% | — | -28,445 | -100.0% | Q3 2025 | Oct 17, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,175 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.14% | — | -8,572 | -100.0% | Q3 2025 | Nov 12, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,308 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,194 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,348 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Signal Advisors Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,940 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Firestone Capital Management | History | Closed out | 0 | 0 | — | 0.05% | — | -1,906 | -100.0% | Q3 2025 | Nov 05, 2025 |
| BAHL & GAYNOR INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,845 | -100.0% | Q3 2025 | Nov 12, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -1,727 | -100.0% | Q3 2025 | Jan 12, 2026 |
| Sound Stewardship, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -1,710 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,333 | -100.0% | Q3 2025 | Oct 08, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,325 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -996 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Financial Life Planners | History | Closed out | 0 | 0 | — | 0.02% | — | -299 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -279 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Your Advocates Ltd., LLP | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 02, 2026 |
| Signature Resources Capital Management, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 21, 2026 |