iSHARES TRUST - EAGG
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 19,721,450 | 943,671 | 0.07% | 0.06% | 1 | +548,171 | 2.86% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 8,156,611 | 390,293 | 0.02% | 0.02% | 2 | +131,331 | 1.64% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 3,622,801 | 173,351 | 0.05% | 0.05% | 3 | -326,492 | -8.27% | Q4 2025 | Feb 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 2,963,376 | 141,797 | 0.22% | 0.22% | 4 | +197,547 | 7.14% | Q4 2025 | Feb 18, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,219,872 | 106,220 | 0.07% | 0.07% | 5 | +108,618 | 5.14% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 2,109,875 | 100,957 | 0.03% | 0.03% | 6 | +109,731 | 5.49% | Q4 2025 | Feb 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,976,370 | 94,569 | 0.01% | 0.01% | 7 | +332,816 | 20.25% | Q4 2025 | Mar 25, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,711,883 | 81,913 | 0.01% | 0.01% | 8 | +103,263 | 6.42% | Q4 2025 | Feb 17, 2026 |
| Betterment LLC | History | Added to | 1,648,321 | 78,872 | 0.15% | 0.14% | 9 | +124,961 | 8.2% | Q4 2025 | Feb 12, 2026 |
| BlackRock, Inc. | History | Added to | 1,526,640 | 73,049 | 0.0% | 0.0% | 10 | +103,814 | 7.3% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,498,253 | 71,691 | 0.02% | 0.02% | 11 | +179,158 | 13.58% | Q4 2025 | Feb 18, 2026 |
| Capital Advisors, Ltd. LLC | History | New | 143,917 | 68,116 | 7.68% | — | 12 | +143,917 | New | Q4 2025 | Jan 21, 2026 |
| M&T BANK CORP | History | Added to | 828,955 | 39,665 | 0.13% | 0.13% | 13 | +24,788 | 3.08% | Q4 2025 | Jan 30, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 776,192 | 37,140 | 0.13% | 0.15% | 14 | -124,606 | -13.83% | Q4 2025 | Jan 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 760,766 | 36,402 | 0.05% | 0.04% | 15 | +175,203 | 29.92% | Q4 2025 | Feb 12, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 752,813 | 36,022 | 1.07% | 1.1% | 16 | +12,047 | 1.63% | Q4 2025 | Jan 16, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 736,717 | 35,251 | 0.12% | 0.14% | 17 | -52,265 | -6.62% | Q4 2025 | Feb 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 714,224 | 34,174 | 0.01% | 0.01% | 18 | -33,832 | -4.52% | Q4 2025 | Feb 17, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 668,702 | 31,997 | 0.25% | 0.16% | 19 | +28,990 | 4.53% | Q4 2025 | Feb 13, 2026 |
| ALESCO ADVISORS LLC | History | Reduced | 646,343 | 30,927 | 0.8% | 0.86% | 20 | -15,269 | -2.31% | Q4 2025 | Jan 28, 2026 |
| SEI INVESTMENTS CO | History | Added to | 638,782 | 30,565 | 0.03% | 0.03% | 21 | +45,008 | 7.58% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 616,055 | 29,478 | 0.01% | 0.01% | 22 | -91,761 | -12.96% | Q4 2025 | Feb 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 589,887 | 28,226 | 0.02% | 0.02% | 23 | +64,176 | 12.21% | Q4 2025 | Feb 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 571,004 | 27,362 | 0.04% | 0.04% | 24 | +30,794 | 5.7% | Q4 2025 | Jan 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 545,739 | 26,113 | 0.0% | 0.01% | 25 | -5,711 | -1.04% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 490,818 | 23,486 | 0.06% | 0.07% | 26 | +20,740 | 4.41% | Q4 2025 | Jan 26, 2026 |
| Cetera Investment Advisers | History | Reduced | 478,608 | 22,901 | 0.03% | 0.03% | 27 | -5,706 | -1.18% | Q4 2025 | Feb 17, 2026 |
| Composition Wealth, LLC | History | Added to | 475,243 | 22,740 | 0.33% | 0.31% | 28 | +46,458 | 10.83% | Q4 2025 | Feb 02, 2026 |
| Allworth Financial LP | History | New | 447,617 | 21,418 | 0.09% | — | 29 | +447,617 | New | Q4 2025 | Feb 05, 2026 |
| Olde Wealth Management, LLC | History | Added to | 438,835 | 20,998 | 6.46% | 6.34% | 30 | +10,942 | 2.56% | Q4 2025 | Feb 12, 2026 |
| Destination Wealth Management | History | Added to | 434,675 | 20,799 | 0.54% | 0.56% | 31 | +13,752 | 3.27% | Q4 2025 | Feb 13, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 375,846 | 17,984 | 0.2% | 0.21% | 32 | -3,757 | -0.99% | Q4 2025 | Feb 12, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 351,944 | 16,840 | 0.0% | 0.0% | 33 | +8,534 | 2.49% | Q4 2025 | Feb 11, 2026 |
| Baird Financial Group, Inc. | History | Added to | 349,662 | 16,731 | 0.03% | 0.03% | 34 | +25,344 | 7.81% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 341,855 | 16,357 | 0.02% | 0.01% | 35 | +166,255 | 94.68% | Q4 2025 | Feb 02, 2026 |
| UBS Group AG | History | Reduced | 330,380 | 15,808 | 0.0% | 0.0% | 36 | -871 | -0.26% | Q4 2025 | Jan 29, 2026 |
| Savant Capital, LLC | History | Added to | 328,940 | 15,739 | 0.09% | 0.09% | 37 | +30,972 | 10.39% | Q4 2025 | Feb 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 323,951 | 15,539 | 0.03% | 0.03% | 38 | +13,204 | 4.25% | Q4 2025 | Feb 05, 2026 |
| Pathstone Holdings, LLC | History | New | 283,734 | 13,576 | 0.05% | — | 39 | +283,734 | New | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 279,054 | 13,352 | 0.02% | 0.02% | 40 | +25,751 | 10.17% | Q4 2025 | Feb 13, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | New | 269,254 | 12,883 | 1.73% | — | 41 | +269,254 | New | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Added to | 265,642 | 12,710 | 0.0% | 0.0% | 42 | +16,838 | 6.77% | Q4 2025 | Feb 17, 2026 |
| Accredited Investors Inc. | History | Added to | 249,800 | 11,952 | 0.63% | 0.66% | 43 | +3,817 | 1.55% | Q4 2025 | Feb 05, 2026 |
| WESBANCO BANK INC | History | Added to | 227,049 | 10,864 | 0.3% | 0.3% | 44 | +2,449 | 1.09% | Q4 2025 | Feb 03, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 225,002 | 10,766 | 0.02% | 0.02% | 45 | +22,154 | 10.92% | Q4 2025 | Feb 12, 2026 |
| MATHER GROUP, LLC. | History | Added to | 224,158 | 10,725 | 0.11% | 0.1% | 46 | +9,080 | 4.22% | Q4 2025 | Jan 13, 2026 |
| Facet Wealth, Inc. | History | Added to | 223,408 | 10,703 | 0.19% | 0.2% | 47 | +17,152 | 8.32% | Q4 2025 | Jan 29, 2026 |
| Joel Adams & Associates, Inc. | History | Added to | 220,737 | 10,562 | 7.94% | 8.0% | 48 | +14,180 | 6.86% | Q4 2025 | Jan 27, 2026 |
| Apella Capital, LLC | History | Added to | 215,782 | 10,325 | 0.2% | 0.23% | 49 | +4,400 | 2.08% | Q4 2025 | Jan 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 204,688 | 9,794 | 0.03% | 0.02% | 50 | +16,130 | 8.55% | Q4 2025 | Feb 05, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 188,993 | 9,043 | 1.25% | 1.39% | 51 | +901 | 0.48% | Q4 2025 | Jan 09, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 187,550 | 8,974 | 0.14% | 0.13% | 52 | +14,331 | 8.27% | Q4 2025 | Jan 22, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 185,400 | 8,871 | 0.31% | 0.18% | 53 | +75,971 | 69.42% | Q4 2025 | Feb 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 183,717 | 8,791 | 0.07% | 0.07% | 54 | -15,386 | -7.73% | Q4 2025 | Jan 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 167,439 | 8,011 | 0.02% | 0.02% | 55 | +1,759 | 1.06% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 163,870 | 7,841 | 0.0% | 0.0% | 56 | +11,213 | 7.35% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 160,673 | 7,688 | 0.0% | — | 57 | +160,673 | New | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Added to | 144,665 | 6,922 | 0.01% | 0.01% | 58 | +23,104 | 19.01% | Q4 2025 | Jan 30, 2026 |
| ASSETMARK, INC | History | Added to | 143,842 | 6,882 | 0.01% | 0.01% | 59 | +4,729 | 3.4% | Q4 2025 | Jan 23, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | Reduced | 139,044 | 6,653 | 2.57% | 2.63% | 60 | -987 | -0.7% | Q4 2025 | Jan 21, 2026 |
| HighTower Advisors, LLC | History | Added to | 138,922 | 6,647 | 0.01% | 0.01% | 61 | +13,510 | 10.77% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 137,904 | 6,599 | 0.01% | 0.01% | 62 | -21,546 | -13.51% | Q4 2025 | Feb 17, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 133,944 | 6,409 | 1.37% | 1.38% | 63 | +3,121 | 2.39% | Q4 2025 | Feb 04, 2026 |
| eCIO, Inc. | History | Reduced | 133,860 | 6,405 | 2.98% | 3.07% | 64 | -37,353 | -21.82% | Q4 2025 | Jan 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 132,976 | 6,362 | 0.0% | 0.0% | 65 | +15,102 | 12.81% | Q4 2025 | Feb 17, 2026 |
| Wealthfront Advisers LLC | History | Added to | 129,198 | 6,182 | 0.01% | 0.01% | 66 | +11,496 | 9.77% | Q4 2025 | Jan 30, 2026 |
| rebel Financial LLC | History | New | 129,147 | 6,179 | 2.64% | — | 67 | +129,147 | New | Q4 2025 | Mar 27, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 129,053 | 6,175 | 0.79% | 0.8% | 68 | +1,266 | 0.99% | Q4 2025 | Feb 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 122,652 | 5,868 | 0.04% | 0.05% | 69 | +6,040 | 5.18% | Q4 2025 | Feb 18, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 119,525 | 5,719 | 0.7% | 0.76% | 70 | -6,295 | -5.0% | Q4 2025 | Feb 02, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 119,154 | 5,701 | 0.15% | 0.18% | 71 | -2,233 | -1.84% | Q4 2025 | Feb 02, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 116,400 | 5,569 | 0.1% | 0.1% | 72 | +16,046 | 15.99% | Q4 2025 | Feb 19, 2026 |
| World Investment Advisors | History | Added to | 109,016 | 5,216 | 0.08% | 0.1% | 73 | +2,603 | 2.45% | Q4 2025 | Mar 12, 2026 |
| Avise Financial Cooperative, Inc. | History | New | 107,847 | 5,160 | 4.65% | — | 74 | +107,847 | New | Q4 2025 | Feb 11, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 107,748 | 5,155 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Wealth Architects, LLC | History | Added to | 103,438 | 4,949 | 0.45% | 0.34% | 76 | +28,066 | 37.24% | Q4 2025 | Feb 17, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 97,971 | 4,687 | 1.32% | 1.39% | 77 | +1,882 | 1.96% | Q4 2025 | Jan 14, 2026 |
| SageView Advisory Group, LLC | History | Added to | 93,593 | 4,478 | 0.15% | 0.15% | 78 | +3,240 | 3.59% | Q4 2025 | Feb 17, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 90,294 | 4,320 | 1.0% | 1.23% | 79 | -17,973 | -16.6% | Q4 2025 | Jan 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 89,222 | 4,269 | 0.02% | 0.02% | 80 | +3,591 | 4.19% | Q4 2025 | Feb 18, 2026 |
| Brio Consultants, LLC | History | Added to | 88,871 | 4,252 | 0.55% | 0.55% | 81 | +6,184 | 7.48% | Q4 2025 | Feb 04, 2026 |
| EP Wealth Advisors, LLC | History | New | 87,943 | 4,208 | 0.02% | — | 82 | +87,943 | New | Q4 2025 | Feb 18, 2026 |
| NorthRock Partners, LLC | History | New | 87,642 | 4,193 | 0.07% | — | 83 | +87,642 | New | Q4 2025 | Feb 17, 2026 |
| Shira Ridge Wealth Management | History | Added to | 85,312 | 4,082 | 1.64% | 1.35% | 84 | +19,155 | 28.95% | Q4 2025 | Jan 12, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 85,116 | 4,072 | 0.04% | 0.04% | 85 | -1,201 | -1.39% | Q4 2025 | Feb 13, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 85,057 | 4,070 | 0.61% | 0.62% | 86 | +206 | 0.24% | Q4 2025 | Jan 27, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 82,473 | 3,946 | 2.52% | 2.56% | 87 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 81,698 | 3,909 | 0.03% | 0.03% | 88 | -3,764 | -4.4% | Q4 2025 | Feb 17, 2026 |
| Westfuller Advisors, LLC | History | Added to | 80,914 | 3,871 | 1.57% | 1.75% | 89 | +565 | 0.7% | Q4 2025 | Jan 21, 2026 |
| NEPC LLC | History | No change | 78,457 | 3,754 | 0.08% | 0.1% | 90 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 78,060 | 3,735 | 0.03% | 0.03% | 91 | +9,306 | 13.54% | Q4 2025 | Feb 12, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 77,505 | 3,708 | 0.57% | 0.6% | 92 | -149 | -0.19% | Q4 2025 | Jan 12, 2026 |
| Long Run Wealth Advisors, LLC | History | Added to | 76,527 | 3,661 | 0.69% | 0.71% | 93 | +1,190 | 1.58% | Q4 2025 | Feb 02, 2026 |
| Charter Oak Capital Management, LLC | History | Added to | 74,566 | 3,567 | 0.27% | 0.27% | 94 | +3,190 | 4.47% | Q4 2025 | Jan 23, 2026 |
| Creative Planning | History | Reduced | 74,293 | 3,554 | 0.0% | 0.0% | 95 | -4,688 | -5.94% | Q4 2025 | Feb 17, 2026 |
| JNBA Financial Advisors | History | Added to | 73,620 | 3,522 | 0.31% | 0.29% | 96 | +6,064 | 8.98% | Q4 2025 | Jan 26, 2026 |
| JANE STREET GROUP, LLC | History | New | 72,865 | 3,486 | 0.0% | — | 97 | +72,865 | New | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 72,026 | 3,446 | 0.01% | 0.01% | 98 | +4,202 | 6.2% | Q4 2025 | Feb 11, 2026 |
| Bear Mountain Capital, Inc. | History | Added to | 71,711 | 3,443 | 1.11% | 1.09% | 99 | +4,356 | 6.47% | Q4 2025 | Jan 22, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 70,239 | 3,360 | 0.43% | 0.45% | 100 | -2,274 | -3.14% | Q4 2025 | Jan 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 68,933 | 3,298 | 0.02% | 0.02% | 101 | +2,298 | 3.45% | Q4 2025 | Feb 17, 2026 |
| RTD Financial Advisors, Inc. | History | Added to | 67,181 | 3,214 | 0.39% | 0.38% | 102 | +637 | 0.96% | Q4 2025 | Jan 27, 2026 |
| Sensenig Capital Advisors, Inc | History | New | 66,616 | 3,187 | 3.24% | — | 103 | +66,616 | New | Q4 2025 | Jan 21, 2026 |
| CRUX WEALTH ADVISORS | History | Added to | 66,511 | 3,182 | 1.18% | 1.26% | 104 | +148 | 0.22% | Q4 2025 | Jan 21, 2026 |
| Neumann Capital Management, LLC | History | Added to | 64,500 | 3,086 | 0.89% | 0.78% | 105 | +9,050 | 16.32% | Q4 2025 | Jan 14, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | Added to | 63,248 | 3,026 | 1.12% | 1.03% | 106 | +7,298 | 13.04% | Q4 2025 | Feb 13, 2026 |
| Trilogy Capital Inc. | History | Added to | 63,182 | 3,023 | 0.14% | 0.13% | 107 | +3,278 | 5.47% | Q4 2025 | Jan 22, 2026 |
| Rossby Financial, LCC | History | Added to | 62,233 | 2,977 | 0.92% | 0.65% | 108 | +20,795 | 50.18% | Q4 2025 | Feb 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 61,155 | 2,926 | 0.01% | 0.01% | 109 | -18,770 | -23.48% | Q4 2025 | Feb 17, 2026 |
| Plum Street Advisors, LLC | History | Added to | 60,854 | 2,911 | 1.04% | 0.97% | 110 | +8,584 | 16.42% | Q4 2025 | Feb 13, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 60,357 | 2,888 | 0.16% | 0.14% | 111 | +4,585 | 8.22% | Q4 2025 | Feb 06, 2026 |
| Foster Group, Inc. | History | Added to | 60,120 | 2,876 | 0.09% | 0.06% | 112 | +17,549 | 41.22% | Q4 2025 | Jan 12, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 59,969 | 2,869 | 0.09% | 0.1% | 113 | -11,963 | -16.63% | Q4 2025 | Jan 09, 2026 |
| Omega Financial Group, LLC | History | Added to | 59,561 | 2,850 | 0.94% | 0.93% | 114 | +864 | 1.47% | Q4 2025 | Jan 28, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 59,539 | 2,848 | 0.0% | 0.0% | 115 | +3,153 | 5.59% | Q4 2025 | Feb 13, 2026 |
| Mallini Complete Financial Planning LLC | History | Added to | 59,092 | 2,827 | 2.27% | 2.12% | 116 | +4,799 | 8.84% | Q4 2025 | Jan 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 58,687 | 2,808 | 0.02% | 0.02% | 117 | +3,109 | 5.59% | Q4 2025 | Feb 12, 2026 |
| Alpine Bank Wealth Management | History | Added to | 58,110 | 2,780 | 0.39% | 0.21% | 118 | +27,464 | 89.62% | Q4 2025 | Jan 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 54,632 | 2,614 | 0.0% | 0.0% | 119 | +11,848 | 27.69% | Q4 2025 | Mar 09, 2026 |
| Eley Financial Management, Inc | History | Added to | 54,589 | 2,612 | 0.94% | 0.92% | 120 | +1,556 | 2.93% | Q4 2025 | Feb 12, 2026 |
| Balanced Rock Investment Advisors LLC | History | Reduced | 54,376 | 2,601 | 1.85% | 1.97% | 121 | -1,721 | -3.07% | Q4 2025 | Feb 13, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | Added to | 53,304 | 2,550 | 5.48% | 5.12% | 122 | +949 | 1.81% | Q4 2025 | Feb 13, 2026 |
| Diversified Enterprises, LLC | History | Added to | 52,412 | 2,507 | 0.15% | 0.17% | 123 | +490 | 0.94% | Q4 2025 | Jan 28, 2026 |
| CX Institutional | History | Added to | 51,573 | 2,468 | 0.07% | 0.06% | 124 | +11,095 | 27.41% | Q4 2025 | Feb 02, 2026 |
| Modera Wealth Management, LLC | History | Added to | 50,947 | 2,437 | 0.03% | 0.03% | 125 | +408 | 0.81% | Q4 2025 | Jan 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 49,765 | 2,381 | 0.03% | 0.03% | 126 | +11,615 | 30.45% | Q4 2025 | Jan 23, 2026 |
| Global Endowment Management, LP | History | Added to | 49,674 | 2,377 | 0.3% | 0.29% | 127 | +1,680 | 3.5% | Q4 2025 | Feb 13, 2026 |
| Brewster Financial Planning LLC | History | Added to | 48,782 | 2,334 | 1.43% | 1.31% | 128 | +5,334 | 12.28% | Q4 2025 | Jan 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 46,881 | 2,243 | 0.04% | 0.04% | 129 | +10,459 | 28.72% | Q4 2025 | Jan 16, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Added to | 46,782 | 2,238 | 0.28% | 0.26% | 130 | +5,117 | 12.28% | Q4 2025 | Feb 06, 2026 |
| ASPIRIANT, LLC | History | Added to | 45,994 | 2,200 | 0.06% | 0.04% | 131 | +21,809 | 90.18% | Q4 2025 | Jan 20, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 45,946 | 2,198 | 0.0% | 0.0% | 133 | +28,880 | 169.23% | Q4 2025 | Mar 16, 2026 |
| GeoWealth Management, LLC | History | Added to | 45,950 | 2,198 | 0.08% | 0.07% | 132 | +3,223 | 7.54% | Q4 2025 | Feb 17, 2026 |
| Center for Financial Planning, Inc. | History | Added to | 45,295 | 2,167 | 0.23% | 0.23% | 134 | +1,290 | 2.93% | Q4 2025 | Feb 05, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 44,365 | 2,122 | 0.15% | 0.14% | 135 | +3,670 | 9.02% | Q4 2025 | Feb 13, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 44,017 | 2,106 | 0.16% | 0.15% | 136 | -1,523 | -3.34% | Q4 2025 | Jan 23, 2026 |
| Beta Wealth Group, Inc. | History | Added to | 43,921 | 2,101 | 0.84% | 0.83% | 137 | +117 | 0.27% | Q4 2025 | Feb 13, 2026 |
| Brookstone Capital Management | History | Added to | 43,297 | 2,071 | 0.02% | 0.02% | 138 | +3,349 | 8.38% | Q4 2025 | Jan 15, 2026 |
| Invera Wealth Advisors, LLC | History | Reduced | 42,471 | 2,032 | 1.28% | 1.26% | 139 | -162 | -0.38% | Q4 2025 | Jan 23, 2026 |
| Fort Point Capital Partners LLC | History | Added to | 42,129 | 2,023 | 0.23% | 0.24% | 140 | +548 | 1.32% | Q4 2025 | Feb 13, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 41,703 | 1,995 | 0.05% | 0.04% | 141 | +6,023 | 16.88% | Q4 2025 | Feb 10, 2026 |
| Bogart Wealth, LLC | History | Reduced | 41,245 | 1,973 | 0.08% | 0.08% | 142 | -158 | -0.38% | Q4 2025 | Jan 30, 2026 |
| Pine Haven Investment Counsel, Inc | History | Added to | 41,198 | 1,971 | 1.4% | 1.29% | 143 | +4,050 | 10.9% | Q4 2025 | Jan 08, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 41,097 | 1,966 | 0.04% | 0.02% | 144 | +26,321 | 178.13% | Q4 2025 | Feb 03, 2026 |
| Gradient Investments LLC | History | Reduced | 40,178 | 1,922 | 0.03% | 0.03% | 145 | -468 | -1.15% | Q4 2025 | Jan 08, 2026 |
| Financial Planning Fort Collins, LLC | History | New | 40,091 | 1,918 | 1.68% | — | 146 | +40,091 | New | Q4 2025 | Feb 18, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 39,938 | 1,911 | 0.01% | 0.01% | 147 | +5,342 | 15.44% | Q4 2025 | Feb 12, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 39,948 | 1,911 | 0.44% | 0.43% | 148 | +811 | 2.07% | Q4 2025 | Jan 16, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 38,376 | 1,836 | 1.02% | 1.26% | 149 | +506 | 1.34% | Q4 2025 | Jan 28, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 37,748 | 1,806 | 0.16% | 0.15% | 150 | +1,960 | 5.48% | Q4 2025 | Feb 12, 2026 |
| Midwest Financial Partners Investments, Inc. | History | New | 37,292 | 1,784 | 0.99% | — | 151 | +37,292 | New | Q4 2025 | Feb 06, 2026 |
| One Day In July LLC | History | Added to | 36,066 | 1,725 | 0.14% | 0.14% | 152 | +2,153 | 6.35% | Q4 2025 | Feb 04, 2026 |
| Focus Partners Wealth | History | Added to | 35,514 | 1,699 | 0.0% | 0.0% | 153 | +2,834 | 8.67% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 35,195 | 1,683 | 0.01% | 0.01% | 154 | +1,771 | 5.3% | Q4 2025 | Feb 17, 2026 |
| SOFI WEALTH, LLC | History | Added to | 34,633 | 1,657 | 0.08% | 0.07% | 155 | +8,683 | 33.46% | Q4 2025 | Jan 30, 2026 |
| GenTrust, LLC | History | Added to | 34,310 | 1,641 | 0.07% | 0.07% | 156 | +3,651 | 11.91% | Q4 2025 | Feb 02, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 34,313 | 1,641 | 0.02% | 0.02% | 157 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 34,291 | 1,640 | 0.01% | 0.01% | 158 | +6,192 | 22.04% | Q4 2025 | Jan 29, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 33,855 | 1,619 | 0.35% | 0.57% | 159 | -874 | -2.52% | Q4 2025 | Feb 12, 2026 |
| Davis Wealth Advisors, LLC | History | New | 33,792 | 1,616 | 1.34% | — | 160 | +33,792 | New | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Added to | 32,433 | 1,551 | 0.01% | 0.01% | 161 | +489 | 1.53% | Q4 2025 | Jan 26, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 31,944 | 1,528 | 0.3% | 0.32% | 162 | -907 | -2.76% | Q4 2025 | Jan 28, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 30,338 | 1,451 | 0.01% | 0.01% | 163 | -2,526 | -7.69% | Q4 2025 | Feb 03, 2026 |
| HSBC HOLDINGS PLC | History | No change | 30,300 | 1,449 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Mar 20, 2026 |
| Advisory Services Network, LLC | History | Reduced | 30,266 | 1,448 | 0.02% | 0.02% | 165 | -212 | -0.7% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 30,134 | 1,441 | 0.01% | 0.0% | 166 | +7,780 | 34.8% | Q4 2025 | Feb 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 30,022 | 1,436 | 0.03% | 0.03% | 167 | +68 | 0.23% | Q4 2025 | Feb 05, 2026 |
| Summit Wealth Group, LLC | History | Reduced | 29,965 | 1,433 | 0.33% | 0.35% | 168 | -108 | -0.36% | Q4 2025 | Feb 06, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 28,384 | 1,358 | 0.02% | 0.02% | 169 | +4,753 | 20.11% | Q4 2025 | Jan 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 26,990 | 1,291 | 0.03% | 0.03% | 170 | -2,031 | -7.0% | Q4 2025 | Feb 09, 2026 |
| PFG Advisors | History | Added to | 26,732 | 1,279 | 0.06% | 0.04% | 171 | +4,717 | 21.43% | Q4 2025 | Jan 27, 2026 |
| Truepoint, Inc. | History | New | 26,459 | 1,266 | 0.03% | — | 172 | +26,459 | New | Q4 2025 | Feb 11, 2026 |
| Savvy Advisors, Inc. | History | Added to | 26,446 | 1,265 | 0.04% | 0.06% | 173 | +837 | 3.27% | Q4 2025 | Jan 20, 2026 |
| Archer Investment Management, LLC | History | New | 25,843 | 1,236 | 0.66% | — | 174 | +25,843 | New | Q4 2025 | Jan 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 25,597 | 1,224 | 0.01% | 0.01% | 175 | +17,211 | 205.23% | Q4 2025 | Jan 29, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 24,967 | 1,194 | 0.06% | 0.07% | 176 | +259 | 1.05% | Q4 2025 | Feb 05, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 24,727 | 1,183 | 0.03% | 0.03% | 177 | +564 | 2.33% | Q4 2025 | Feb 04, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Reduced | 24,570 | 1,175 | 0.12% | 0.13% | 178 | -1,961 | -7.39% | Q4 2025 | Jan 20, 2026 |
| Stonehearth Capital Management, LLC | History | No change | 24,509 | 1,172 | 0.43% | 0.46% | 179 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Added to | 24,447 | 1,169 | 0.53% | 0.56% | 180 | +146 | 0.6% | Q4 2025 | Jan 26, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 24,416 | 1,168 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Cardinal Point Capital Management ULC | History | Reduced | 23,859 | 1,141 | 0.07% | 0.08% | 182 | -1,255 | -5.0% | Q4 2025 | Feb 05, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 23,379 | 1,118 | 0.01% | 0.01% | 183 | -9,395 | -28.67% | Q4 2025 | Feb 13, 2026 |
| Vise Technologies, Inc. | History | Added to | 23,192 | 1,109 | 0.02% | 0.01% | 184 | +17,338 | 296.17% | Q4 2025 | Feb 11, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 22,891 | 1,095 | 0.08% | 0.08% | 185 | +1,030 | 4.71% | Q4 2025 | Feb 06, 2026 |
| Focus Financial Network, Inc. | History | Added to | 21,799 | 1,043 | 0.04% | 0.04% | 186 | +34 | 0.16% | Q4 2025 | Jan 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 21,419 | 1,024 | 0.02% | 0.02% | 187 | +186 | 0.88% | Q4 2025 | Feb 05, 2026 |
| Pictet Asset Management Holding SA | History | No change | 21,016 | 1,005 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Wealthspire Retirement, LLC | History | No change | 20,890 | 999 | 0.06% | 0.06% | 189 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Symmetry Partners, LLC | History | Reduced | 20,817 | 996 | 0.06% | 0.13% | 190 | -4,093 | -16.43% | Q4 2025 | Jan 27, 2026 |
| Clearstead Advisors, LLC | History | No change | 20,564 | 983 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Falcon Wealth Planning | History | Added to | 20,306 | 971 | 0.08% | 0.09% | 192 | +277 | 1.38% | Q4 2025 | Feb 03, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 20,251 | 969 | 0.39% | 0.41% | 193 | +129 | 0.64% | Q4 2025 | Feb 09, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 20,166 | 968 | 0.33% | 0.34% | 194 | +173 | 0.87% | Q4 2025 | Feb 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 20,198 | 966 | 0.04% | 0.04% | 195 | -842 | -4.0% | Q4 2025 | Feb 06, 2026 |
| Silver Oak Advisory Group, Inc. | History | Added to | 19,555 | 935 | 0.42% | 0.42% | 196 | +342 | 1.78% | Q4 2025 | Feb 03, 2026 |
| AlTi Global, Inc. | History | No change | 18,945 | 906 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 18,893 | 904 | 0.0% | 0.0% | 198 | +3,363 | 21.65% | Q4 2025 | Feb 17, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 18,831 | 901 | 0.05% | 0.11% | 199 | -3,380 | -15.22% | Q4 2025 | Jan 29, 2026 |
| Parallel Advisors, LLC | History | Added to | 18,542 | 887 | 0.02% | 0.01% | 200 | +3,309 | 21.72% | Q4 2025 | Feb 11, 2026 |
| Heartland Bank & Trust Co | History | New | 18,466 | 883 | 0.37% | — | 202 | +18,466 | New | Q4 2025 | Feb 03, 2026 |
| Lido Advisors, LLC | History | Added to | 18,423 | 883 | 0.0% | 0.0% | 201 | +5,155 | 38.85% | Q4 2025 | Feb 10, 2026 |
| RCS Financial Planning, LLC | History | Added to | 18,121 | 867 | 0.37% | 0.29% | 203 | +4,584 | 33.86% | Q4 2025 | Jan 15, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 17,946 | 858 | 0.03% | 0.01% | 204 | +10,282 | 134.16% | Q4 2025 | Jan 30, 2026 |
| SPINNAKER TRUST | History | Added to | 17,870 | 855 | 0.05% | 0.05% | 205 | +370 | 2.11% | Q4 2025 | Feb 10, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 17,809 | 852 | 0.15% | 0.15% | 206 | +1,030 | 6.14% | Q4 2025 | Feb 17, 2026 |
| DAVENPORT & Co LLC | History | Added to | 17,502 | 837 | 0.0% | 0.0% | 207 | +429 | 2.51% | Q4 2025 | Jan 12, 2026 |
| ANB BANK | History | Added to | 17,376 | 831 | 0.33% | 0.31% | 209 | +1,270 | 7.89% | Q4 2025 | Feb 13, 2026 |
| KilterHowling LLC | History | Reduced | 17,371 | 831 | 0.42% | 0.47% | 208 | -159 | -0.91% | Q4 2025 | Feb 13, 2026 |
| BARINGS LLC | History | No change | 17,310 | 828 | 0.02% | 0.02% | 210 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Added to | 16,984 | 812 | 0.22% | 0.17% | 211 | +5,126 | 43.23% | Q4 2025 | Jan 12, 2026 |
| Trust Co | History | Added to | 16,935 | 810 | 0.08% | 0.08% | 212 | +796 | 4.93% | Q4 2025 | Jan 15, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 16,789 | 803 | 0.01% | — | 213 | +16,789 | New | Q4 2025 | Feb 13, 2026 |
| Compound Planning, Inc. | History | Reduced | 16,586 | 793 | 0.02% | 0.03% | 214 | -920 | -5.26% | Q4 2025 | Feb 19, 2026 |
| Mason & Associates Inc | History | New | 16,405 | 784 | 0.15% | — | 215 | +16,405 | New | Q4 2025 | Feb 05, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 16,199 | 775 | 0.1% | — | 216 | +16,199 | New | Q4 2025 | Jan 27, 2026 |
| BLB&B Advisors, LLC | History | Added to | 16,102 | 770 | 0.03% | 0.03% | 217 | +155 | 0.97% | Q4 2025 | Jan 26, 2026 |
| Friedenthal Financial | History | Added to | 16,111 | 770 | 0.4% | 0.4% | 218 | +64 | 0.4% | Q4 2025 | Jan 27, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Reduced | 15,942 | 762 | 0.14% | 0.16% | 219 | -1,717 | -9.72% | Q4 2025 | Jan 14, 2026 |
| Ameraudi Asset Management, Inc. | History | No change | 15,893 | 760 | 0.42% | 0.46% | 220 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Ariadne Wealth Management, LP | History | Added to | 15,676 | 756 | 0.31% | 0.34% | 221 | +11 | 0.07% | Q4 2025 | Feb 13, 2026 |
| PENINSULA ASSET MANAGEMENT INC | History | New | 15,700 | 751 | 0.39% | — | 222 | +15,700 | New | Q4 2025 | Feb 12, 2026 |
| RFG Advisory, LLC | History | Reduced | 15,632 | 747 | 0.01% | 0.02% | 223 | -5,298 | -25.31% | Q4 2025 | Feb 03, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 15,608 | 746 | 0.0% | 0.0% | 224 | -52 | -0.33% | Q4 2025 | Jan 29, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 15,285 | 731 | 0.02% | 0.02% | 225 | +1,450 | 10.48% | Q4 2025 | Jan 21, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Reduced | 15,263 | 730 | 0.05% | 0.06% | 226 | -584 | -3.69% | Q4 2025 | Feb 05, 2026 |
| APS Management Group, Inc. | History | Added to | 15,163 | 725 | 0.62% | 0.63% | 227 | +349 | 2.36% | Q4 2025 | Jan 28, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 15,035 | 719 | 0.01% | 0.01% | 228 | +3,001 | 24.94% | Q4 2025 | Jan 29, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 14,871 | 711 | 0.03% | 0.02% | 229 | +4,751 | 46.95% | Q4 2025 | Jan 14, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 14,858 | 710 | 0.01% | 0.01% | 230 | +326 | 2.24% | Q4 2025 | Feb 13, 2026 |
| COMMERCE BANK | History | No change | 14,835 | 709 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Painted Porch Advisors LLC | History | New | 14,705 | 703 | 0.28% | — | 233 | +14,705 | New | Q4 2025 | Mar 19, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 14,695 | 703 | 0.05% | 0.05% | 232 | +42 | 0.29% | Q4 2025 | Feb 11, 2026 |
| Greenspring Advisors, LLC | History | New | 14,674 | 702 | 0.04% | — | 234 | +14,674 | New | Q4 2025 | Feb 10, 2026 |
| UMB Bank, n.a. | History | No change | 14,497 | 693 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 14,346 | 686 | 0.09% | — | 236 | +14,346 | New | Q4 2025 | Feb 04, 2026 |
| Sunrise Financial Services, LLC | History | New | 14,114 | 675 | 0.51% | — | 238 | +14,114 | New | Q4 2025 | Feb 11, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 14,117 | 675 | 0.02% | 0.02% | 237 | +1,060 | 8.12% | Q4 2025 | Feb 11, 2026 |
| Capital Analysts, LLC | History | Reduced | 14,053 | 672 | 0.02% | 0.02% | 239 | -124 | -0.87% | Q4 2025 | Feb 11, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Reduced | 13,944 | 667 | 0.69% | 0.69% | 240 | -2,687 | -16.16% | Q4 2025 | Jan 16, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 13,726 | 656 | 0.03% | 0.03% | 241 | +509 | 3.85% | Q4 2025 | Jan 22, 2026 |
| Xena Financial Planning, LLC | History | New | 13,549 | 648 | 0.76% | — | 243 | +13,549 | New | Q4 2025 | Jan 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 13,547 | 648 | 0.01% | 0.01% | 242 | +124 | 0.92% | Q4 2025 | Feb 09, 2026 |
| TRUEFG, LLC | History | Added to | 12,731 | 609 | 0.16% | 0.17% | 244 | +235 | 1.88% | Q4 2025 | Jan 21, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 12,682 | 607 | 0.01% | 0.01% | 245 | +1,612 | 14.56% | Q4 2025 | Jan 08, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 12,679 | 606 | 0.04% | — | 246 | +12,679 | New | Q4 2025 | Feb 17, 2026 |
| Sonoma Allocations LLC | History | New | 12,465 | 594 | 0.2% | — | 247 | +12,465 | New | Q4 2025 | Feb 23, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 12,356 | 591 | 0.06% | 0.07% | 248 | -394 | -3.09% | Q4 2025 | Jan 28, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Added to | 12,249 | 586 | 0.11% | 0.11% | 249 | +60 | 0.49% | Q4 2025 | Jan 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 12,126 | 582 | 0.03% | — | 252 | +12,126 | New | Q4 2025 | Feb 03, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 12,171 | 582 | 0.01% | 0.01% | 250 | +1,680 | 16.01% | Q4 2025 | Feb 13, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 12,184 | 582 | 0.06% | 0.06% | 251 | +270 | 2.27% | Q4 2025 | Feb 18, 2026 |
| Austin Private Wealth, LLC | History | Reduced | 12,136 | 580 | 0.04% | 0.05% | 253 | -540 | -4.26% | Q4 2025 | Jan 20, 2026 |
| Rockbridge Investment Management, LCC | History | Added to | 12,115 | 579 | 0.05% | 0.06% | 254 | +39 | 0.32% | Q4 2025 | Feb 04, 2026 |
| Hilltop Partners LLC | History | Reduced | 12,064 | 577 | 0.15% | 0.19% | 255 | -1,488 | -10.98% | Q4 2025 | Feb 10, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 12,050 | 576 | 0.04% | 0.04% | 256 | +1,432 | 13.49% | Q4 2025 | Feb 11, 2026 |
| Traveka Wealth, LLC | History | Added to | 11,962 | 572 | 0.23% | 0.09% | 258 | +7,606 | 174.61% | Q4 2025 | Jan 08, 2026 |
| Ackerman Capital Advisors, LLC | History | Added to | 11,968 | 572 | 0.11% | 0.12% | 257 | +270 | 2.31% | Q4 2025 | Feb 11, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Reduced | 11,942 | 571 | 0.1% | 0.11% | 259 | -1,693 | -12.42% | Q4 2025 | Jan 27, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 11,604 | 555 | 0.08% | 0.08% | 260 | +1,198 | 11.51% | Q4 2025 | Jan 23, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 11,520 | 551 | 0.16% | 0.17% | 261 | +310 | 2.77% | Q4 2025 | Feb 11, 2026 |
| Livet Wealth, LLC | History | New | 11,506 | 550 | 0.34% | — | 262 | +11,506 | New | Q4 2025 | Feb 13, 2026 |
| Wealth Advisory Team LLC | History | New | 10,935 | 523 | 0.46% | — | 264 | +10,935 | New | Q4 2025 | Feb 05, 2026 |
| Atria Investments, Inc | History | Reduced | 10,935 | 523 | 0.01% | 0.01% | 263 | -358 | -3.17% | Q4 2025 | Feb 05, 2026 |
| Ascent Group, LLC | History | Reduced | 10,677 | 510 | 0.02% | 0.03% | 265 | -6,715 | -38.61% | Q4 2025 | Jan 20, 2026 |
| JB Capital LLC | History | Added to | 10,645 | 509 | 0.02% | 0.02% | 266 | +109 | 1.03% | Q4 2025 | Jan 20, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 10,618 | 508 | 0.01% | 0.01% | 267 | -251 | -2.31% | Q4 2025 | Jan 20, 2026 |
| Financial Alternatives, Inc | History | Added to | 10,188 | 487 | 0.28% | 0.23% | 268 | +2,412 | 31.02% | Q4 2025 | Feb 04, 2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | History | Added to | 10,048 | 480 | 0.04% | 0.03% | 270 | +2,177 | 27.66% | Q4 2025 | Feb 17, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 10,034 | 480 | 0.03% | 0.03% | 269 | -48 | -0.48% | Q4 2025 | Jan 08, 2026 |
| COMERICA BANK | History | Reduced | 10,002 | 478 | 0.0% | 0.0% | 271 | -3,943 | -28.28% | Q4 2025 | Jan 29, 2026 |
| MA Private Wealth | History | No change | 9,993 | 478 | 0.08% | 0.08% | 272 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 10,000 | 478 | 0.15% | 0.16% | 273 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Estate Counselors, LLC | History | No change | 9,825 | 470 | 0.04% | 0.04% | 274 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Orin Green Financial, LLC | History | No change | 9,794 | 468 | 0.19% | 0.19% | 275 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CWC Advisors, LLC. | History | Added to | 9,718 | 464 | 0.22% | 0.23% | 276 | +37 | 0.38% | Q4 2025 | Jan 26, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 9,658 | 462 | 0.01% | 0.01% | 278 | -5,424 | -35.96% | Q4 2025 | Feb 11, 2026 |
| Harpswell Capital Advisors, LLC | History | Reduced | 9,667 | 462 | 0.37% | 0.52% | 277 | -1,601 | -14.21% | Q4 2025 | Feb 11, 2026 |
| Diversified Trust Co | History | Added to | 9,531 | 456 | 0.01% | 0.01% | 279 | +96 | 1.02% | Q4 2025 | Jan 09, 2026 |
| New Covenant Trust Company, N.A. | History | Reduced | 9,530 | 455 | 0.41% | 0.79% | 280 | -8,086 | -45.9% | Q4 2025 | Jan 13, 2026 |
| Veridan Wealth LLC | History | Added to | 9,263 | 443 | 0.15% | 0.15% | 281 | +140 | 1.53% | Q4 2025 | Feb 13, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 9,207 | 441 | 0.01% | 0.01% | 282 | -103 | -1.11% | Q4 2025 | Feb 12, 2026 |
| AE Wealth Management LLC | History | Added to | 9,149 | 437 | 0.0% | 0.0% | 283 | +3,212 | 54.1% | Q4 2025 | Jan 26, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | Added to | 9,092 | 435 | 0.02% | 0.02% | 284 | +544 | 6.36% | Q4 2025 | Feb 13, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Added to | 8,987 | 430 | 0.22% | 0.24% | 285 | +50 | 0.56% | Q4 2025 | Feb 10, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 8,979 | 429 | 0.06% | 0.06% | 286 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Blue Trust, Inc. | History | Added to | 8,692 | 415 | 0.0% | 0.0% | 287 | +3,615 | 71.2% | Q4 2025 | Jan 16, 2026 |
| Cerity Partners LLC | History | New | 8,575 | 410 | 0.0% | — | 288 | +8,575 | New | Q4 2025 | Feb 11, 2026 |
| MBE Wealth Management, LLC | History | Added to | 8,500 | 406 | 0.17% | 0.18% | 289 | +66 | 0.78% | Q4 2025 | Jan 21, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 8,416 | 402 | 0.01% | 0.01% | 291 | -585 | -6.5% | Q4 2025 | Jan 07, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 8,413 | 402 | 0.01% | 0.01% | 290 | -493 | -5.54% | Q4 2025 | Jan 23, 2026 |
| REGIONS FINANCIAL CORP | History | New | 8,283 | 396 | 0.0% | — | 292 | +8,283 | New | Q4 2025 | Jan 27, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 8,288 | 396 | 0.0% | 0.0% | 293 | -1 | -0.01% | Q4 2025 | Jan 20, 2026 |
| Gateway Wealth Partners, LLC | History | New | 8,273 | 395 | 0.04% | — | 294 | +8,273 | New | Q4 2025 | Feb 11, 2026 |
| Hills Bank & Trust Co | History | Added to | 8,248 | 394 | 0.02% | 0.02% | 295 | +165 | 2.04% | Q4 2025 | Feb 05, 2026 |
| Bangor Savings Bank | History | Added to | 8,211 | 392 | 0.03% | 0.03% | 296 | +291 | 3.67% | Q4 2025 | Jan 16, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | New | 8,131 | 389 | 0.02% | — | 297 | +8,131 | New | Q4 2025 | Feb 10, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 8,095 | 387 | 0.08% | 0.06% | 298 | +3,008 | 59.13% | Q4 2025 | Jan 23, 2026 |
| Opulen Financial Group LLC | History | Added to | 8,068 | 386 | 0.28% | 0.29% | 299 | +106 | 1.33% | Q4 2025 | Feb 10, 2026 |
| Smith & Howard Wealth Management, LLC | History | No change | 8,041 | 384 | 0.09% | 0.09% | 300 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 8,007 | 383 | 0.13% | 0.13% | 301 | +285 | 3.69% | Q4 2025 | Feb 09, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 8,009 | 383 | 0.05% | 0.05% | 302 | -283 | -3.41% | Q4 2025 | Jan 26, 2026 |
| North Berkeley Wealth Management, LLC | History | Reduced | 8,003 | 382 | 0.23% | 0.31% | 303 | -292 | -3.52% | Q4 2025 | Feb 10, 2026 |
| Opes Wealth Management LLC | History | Added to | 7,857 | 375 | 0.06% | 0.06% | 304 | +310 | 4.11% | Q4 2025 | Feb 02, 2026 |
| LaSalle St. Investment Advisors, LLC | History | New | 7,819 | 374 | 0.06% | — | 305 | +7,819 | New | Q4 2025 | Feb 17, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | New | 7,743 | 370 | 0.07% | — | 306 | +7,743 | New | Q4 2025 | Feb 13, 2026 |
| Braun-Bostich & Associates Inc. | History | Added to | 7,590 | 363 | 0.22% | 0.21% | 307 | +508 | 7.17% | Q4 2025 | Jan 14, 2026 |
| Global Retirement Partners, LLC | History | Added to | 7,515 | 359 | 0.01% | 0.01% | 308 | +2,829 | 60.37% | Q4 2025 | Feb 06, 2026 |
| Finley Financial, LLC | History | No change | 7,400 | 354 | 0.16% | 0.16% | 309 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Ellenbecker Investment Group | History | New | 7,375 | 352 | 0.05% | — | 310 | +7,375 | New | Q4 2025 | Jan 30, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 7,313 | 349 | 0.02% | 0.02% | 311 | +733 | 11.14% | Q4 2025 | Jan 20, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 7,208 | 344 | 0.03% | 0.03% | 312 | -310 | -4.12% | Q4 2025 | Feb 09, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 7,187 | 343 | 0.01% | 0.01% | 313 | +95 | 1.34% | Q4 2025 | Jan 20, 2026 |
| ETF Portfolio Partners, Inc. | History | Added to | 7,155 | 342 | 0.09% | 0.09% | 314 | +2 | 0.03% | Q4 2025 | Jan 20, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 7,115 | 340 | 0.02% | 0.01% | 315 | +116 | 1.66% | Q4 2025 | Jan 21, 2026 |
| SNS Financial Group, LLC | History | Reduced | 6,949 | 332 | 0.03% | 0.04% | 317 | -1,487 | -17.63% | Q4 2025 | Feb 02, 2026 |
| Litman Gregory Wealth Management LLC | History | Reduced | 6,947 | 332 | 0.02% | 0.03% | 316 | -929 | -11.8% | Q4 2025 | Feb 12, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 6,931 | 331 | 0.11% | 0.09% | 318 | +1,453 | 26.52% | Q4 2025 | Feb 03, 2026 |
| Sandbox Financial Partners, LLC | History | Reduced | 6,884 | 329 | 0.09% | 0.1% | 319 | -568 | -7.62% | Q4 2025 | Jan 07, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 6,775 | 324 | 0.02% | 0.02% | 320 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Highland Financial Advisors, LLC | History | Added to | 6,672 | 319 | 0.09% | 0.08% | 321 | +768 | 13.01% | Q4 2025 | Jan 23, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 6,635 | 317 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Compton Financial Group, LLC | History | New | 6,601 | 315 | 0.07% | — | 323 | +6,601 | New | Q4 2025 | Feb 05, 2026 |
| UPTICK PARTNERS, LLC | History | New | 6,595 | 315 | 0.07% | — | 324 | +6,595 | New | Q4 2025 | Feb 02, 2026 |
| Madrid Wealth Management, LLC | History | New | 6,498 | 310 | 0.25% | — | 325 | +6,498 | New | Q4 2025 | Feb 02, 2026 |
| One Capital Management, LLC | History | Added to | 6,385 | 305 | 0.01% | 0.01% | 327 | +1,500 | 30.71% | Q4 2025 | Feb 10, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 6,382 | 305 | 0.02% | 0.02% | 326 | +510 | 8.69% | Q4 2025 | Jan 27, 2026 |
| Centurion Wealth Management LLC | History | Added to | 6,346 | 303 | 0.07% | 0.06% | 328 | +909 | 16.72% | Q4 2025 | Jan 14, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 6,272 | 300 | 0.09% | 0.1% | 329 | -563 | -8.24% | Q4 2025 | Feb 11, 2026 |
| Farmers National Bank | History | New | 6,213 | 297 | 0.07% | — | 330 | +6,213 | New | Q4 2025 | Mar 12, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 6,159 | 295 | 0.01% | 0.01% | 331 | -212 | -3.33% | Q4 2025 | Jan 23, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 6,037 | 289 | 0.01% | 0.01% | 332 | +734 | 13.84% | Q4 2025 | Jan 09, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 6,390 | 287 | 0.01% | 0.01% | 333 | +229 | 3.72% | Q4 2025 | Feb 11, 2026 |
| Gordian Advisors LLC | History | Added to | 5,989 | 286 | 0.19% | 0.14% | 334 | +1,576 | 35.71% | Q4 2025 | Feb 09, 2026 |
| JSF Financial, LLC | History | Added to | 5,874 | 281 | 0.06% | 0.05% | 337 | +937 | 18.98% | Q4 2025 | Feb 04, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 5,889 | 281 | 0.0% | 0.0% | 335 | +277 | 4.94% | Q4 2025 | Feb 12, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 5,877 | 281 | 0.0% | 0.0% | 336 | +197 | 3.47% | Q4 2025 | Feb 02, 2026 |
| MAI Capital Management | History | Added to | 5,864 | 280 | 0.0% | 0.0% | 338 | +175 | 3.08% | Q4 2025 | Feb 13, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 5,800 | 277 | 0.03% | 0.03% | 339 | -576 | -9.03% | Q4 2025 | Feb 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 5,802 | 277 | 0.01% | 0.01% | 340 | -362 | -5.87% | Q4 2025 | Jan 29, 2026 |
| BIRCHBROOK, INC. | History | No change | 5,806 | 277 | 0.14% | 0.14% | 341 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 5,642 | 269 | 0.01% | 0.01% | 342 | +591 | 11.7% | Q4 2025 | Feb 13, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 5,641 | 269 | 0.04% | 0.05% | 343 | -139 | -2.4% | Q4 2025 | Jan 08, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | No change | 5,595 | 267 | 0.08% | 0.08% | 344 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| American Money Management, LLC | History | New | 5,576 | 266 | 0.04% | — | 345 | +5,576 | New | Q4 2025 | Feb 10, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | New | 5,536 | 265 | 0.23% | — | 346 | +5,536 | New | Q4 2025 | Feb 11, 2026 |
| BlueStem Wealth Partners, LLC | History | Reduced | 5,521 | 264 | 0.03% | 0.03% | 347 | -324 | -5.54% | Q4 2025 | Feb 06, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 5,471 | 261 | 0.04% | 0.04% | 348 | +754 | 15.98% | Q4 2025 | Jan 12, 2026 |
| FC Advisory LLC | History | Added to | 5,403 | 258 | 0.07% | 0.07% | 349 | +231 | 4.47% | Q4 2025 | Jan 13, 2026 |
| Emergent Wealth Advisors, LLC | History | Reduced | 5,329 | 254 | 0.14% | 0.15% | 350 | -11 | -0.21% | Q4 2025 | Jan 14, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | New | 5,246 | 251 | 0.09% | — | 351 | +5,246 | New | Q4 2025 | Feb 12, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 5,239 | 251 | 0.17% | 0.21% | 352 | -914 | -14.85% | Q4 2025 | Feb 11, 2026 |
| Fisher Asset Management, LLC | History | Added to | 5,217 | 249 | 0.0% | 0.0% | 353 | +662 | 14.53% | Q4 2025 | Feb 09, 2026 |
| Western Wealth Management, LLC | History | New | 5,202 | 248 | 0.01% | — | 354 | +5,202 | New | Q4 2025 | Feb 05, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 5,134 | 245 | 0.0% | 0.01% | 355 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 5,092 | 243 | 0.02% | 0.02% | 356 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CDKV HOLDINGS LLC | History | New | 5,009 | 239 | 0.2% | — | 358 | +5,009 | New | Q4 2025 | Feb 17, 2026 |
| KEYVANTAGE WEALTH, LLC | History | No change | 4,996 | 239 | 0.1% | 0.1% | 357 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| 4Thought Financial Group Inc. | History | Added to | 4,989 | 238 | 0.12% | 0.12% | 359 | +86 | 1.75% | Q4 2025 | Jan 29, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 4,946 | 236 | 0.02% | 0.0% | 361 | +4,533 | 1097.58% | Q4 2025 | Feb 13, 2026 |
| Sigma Planning Corp | History | Reduced | 4,953 | 236 | 0.01% | 0.01% | 360 | -73 | -1.45% | Q4 2025 | Jan 30, 2026 |
| CHOREO, LLC | History | Reduced | 4,917 | 235 | 0.0% | 0.0% | 362 | -1,353 | -21.58% | Q4 2025 | Jan 23, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 4,924 | 235 | 0.0% | 0.0% | 363 | +455 | 10.18% | Q4 2025 | Feb 09, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 4,878 | 233 | 0.03% | 0.03% | 364 | +707 | 16.95% | Q4 2025 | Feb 05, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 4,865 | 232 | 0.01% | 0.01% | 365 | -1,064 | -17.95% | Q4 2025 | Jan 30, 2026 |
| IFP Advisors, Inc | History | Added to | 4,835 | 231 | 0.01% | 0.0% | 366 | +2,861 | 144.93% | Q4 2025 | Feb 06, 2026 |
| PDS Planning, Inc | History | Added to | 4,747 | 227 | 0.02% | 0.02% | 367 | +129 | 2.79% | Q4 2025 | Jan 26, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 4,711 | 225 | 0.02% | 0.02% | 368 | +6 | 0.13% | Q4 2025 | Jan 27, 2026 |
| Golden State Equity Partners | History | Reduced | 4,691 | 224 | 0.04% | 0.04% | 369 | -211 | -4.3% | Q4 2025 | Jan 29, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 4,668 | 223 | 0.02% | 0.02% | 370 | +41 | 0.89% | Q4 2025 | Feb 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 4,627 | 221 | 0.01% | 0.01% | 372 | -345 | -6.94% | Q4 2025 | Jan 14, 2026 |
| ALTFEST L J & CO INC | History | Added to | 4,625 | 221 | 0.02% | 0.02% | 371 | +6 | 0.13% | Q4 2025 | Jan 23, 2026 |
| Townsend Financial Planning, LLC | History | New | 4,585 | 219 | 0.22% | — | 373 | +4,585 | New | Q4 2025 | Feb 17, 2026 |
| OneAscent Financial Services LLC | History | New | 4,497 | 215 | 0.02% | — | 374 | +4,497 | New | Q4 2025 | Feb 11, 2026 |
| R. W. Roge & Company, Inc. | History | New | 4,491 | 214 | 0.11% | — | 375 | +4,491 | New | Q4 2025 | Jan 23, 2026 |
| SWP FINANCIAL LLC | History | Added to | 4,429 | 211 | 0.11% | 0.11% | 376 | +86 | 1.98% | Q4 2025 | Jan 16, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 4,247 | 203 | 0.02% | 0.03% | 377 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Buttonwood Financial Group, LLC | History | Reduced | 4,217 | 202 | 0.11% | 0.24% | 380 | -7,330 | -63.48% | Q4 2025 | Jan 13, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 4,223 | 202 | 0.0% | 0.0% | 378 | +370 | 9.6% | Q4 2025 | Feb 03, 2026 |
| Zhang Financial LLC | History | No change | 4,231 | 202 | 0.01% | 0.01% | 379 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Walkner Condon Financial Advisors LLC | History | New | 4,211 | 201 | 0.03% | — | 381 | +4,211 | New | Q4 2025 | Jan 21, 2026 |
| Occidental Asset Management, LLC | History | No change | 4,198 | 200 | 0.02% | 0.03% | 382 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | New | 4,091 | 195 | 0.05% | — | 383 | +4,091 | New | Q4 2025 | Feb 09, 2026 |
| BLUELINE ADVISORS LLC | History | New | 3,722 | 178 | 0.15% | — | 384 | +3,722 | New | Q4 2025 | Feb 10, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 3,438 | 167 | 0.14% | — | 385 | +3,438 | New | Q4 2025 | Feb 10, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 3,484 | 166 | 0.05% | 0.16% | 386 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 3,226 | 154 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Horizons Wealth Management | History | No change | 2,944 | 140 | 0.09% | 0.1% | 388 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Root Financial Partners, LLC | History | No change | 2,906 | 139 | 0.01% | 0.01% | 389 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,733 | 130 | 0.01% | 0.01% | 390 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MOTCO | History | Added to | 2,362 | 113 | 0.01% | 0.01% | 391 | +238 | 11.21% | Q4 2025 | Feb 06, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 2,203 | 105 | 0.0% | — | 393 | +2,203 | New | Q4 2025 | Feb 09, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | No change | 2,196 | 105 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Crewe Advisors LLC | History | Added to | 2,058 | 98 | 0.01% | 0.01% | 394 | +6 | 0.29% | Q4 2025 | Jan 16, 2026 |
| Gould Capital, LLC | History | Added to | 2,012 | 96 | 0.06% | 0.06% | 395 | +150 | 8.06% | Q4 2025 | Feb 13, 2026 |
| Rossmore Private Capital | History | No change | 2,000 | 95 | 0.01% | 0.01% | 396 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 1,896 | 90 | 0.0% | 0.0% | 397 | -93 | -4.68% | Q4 2025 | Feb 17, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 1,877 | 89 | 0.04% | — | 398 | +1,877 | New | Q4 2025 | Feb 03, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 1,540 | 73 | 0.01% | 0.02% | 399 | -262 | -14.54% | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | New | 1,501 | 71 | 0.0% | — | 400 | +1,501 | New | Q4 2025 | Feb 12, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 1,450 | 69 | 0.06% | 0.04% | 401 | +570 | 64.77% | Q4 2025 | Feb 10, 2026 |
| Arax Advisory Partners | History | New | 1,381 | 66 | 0.0% | — | 402 | +1,381 | New | Q4 2025 | Feb 13, 2026 |
| Key Capital Management, INC | History | New | 1,331 | 63 | 0.06% | — | 403 | +1,331 | New | Q4 2025 | Jan 26, 2026 |
| Dunhill Financial, LLC | History | Reduced | 1,295 | 61 | 0.01% | 0.02% | 404 | -552 | -29.89% | Q4 2025 | Jan 29, 2026 |
| BALLAST ADVISORS LLC | History | Added to | 1,204 | 57 | 0.02% | 0.02% | 405 | +20 | 1.69% | Q4 2025 | Feb 03, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 1,178 | 56 | 0.0% | 0.0% | 406 | -121 | -9.31% | Q4 2025 | Jan 08, 2026 |
| Triumph Capital Management | History | New | 1,062 | 50 | 0.01% | — | 407 | +1,062 | New | Q4 2025 | Feb 12, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 1,055 | 50 | 0.01% | 0.01% | 408 | +58 | 5.82% | Q4 2025 | Feb 09, 2026 |
| BESSEMER GROUP INC | History | New | 1,019 | 49 | 0.0% | — | 409 | +1,019 | New | Q4 2025 | Feb 05, 2026 |
| PROFFITT & GOODSON INC | History | Added to | 960 | 45 | 0.01% | 0.01% | 410 | +223 | 30.26% | Q4 2025 | Jan 27, 2026 |
| First Pacific Financial | History | Added to | 870 | 41 | 0.01% | 0.01% | 411 | +11 | 1.28% | Q4 2025 | Jan 16, 2026 |
| PITTENGER & ANDERSON INC | History | New | 840 | 40 | 0.0% | — | 412 | +840 | New | Q4 2025 | Feb 02, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 798 | 38 | 0.01% | 0.01% | 413 | +51 | 6.83% | Q4 2025 | Feb 13, 2026 |
| McIlrath & Eck, LLC | History | Added to | 768 | 36 | 0.0% | 0.0% | 414 | +38 | 5.21% | Q4 2025 | Feb 03, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 692 | 33 | 0.01% | 0.0% | 415 | +624 | 917.65% | Q4 2025 | Feb 06, 2026 |
| Smartleaf Asset Management LLC | History | New | 652 | 31 | 0.0% | — | 417 | +652 | New | Q4 2025 | Feb 13, 2026 |
| Glassy Mountain Advisors, Inc. | History | No change | 655 | 31 | 0.01% | 0.01% | 416 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 570 | 27 | 0.0% | 0.0% | 418 | +7 | 1.24% | Q4 2025 | Jan 29, 2026 |
| Covestor Ltd | History | Added to | 542 | 26 | 0.01% | 0.01% | 419 | +51 | 10.39% | Q4 2025 | Feb 06, 2026 |
| CoreCap Advisors, LLC | History | No change | 482 | 23 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Your Advocates Ltd., LLP | History | Added to | 378 | 18 | 0.01% | 0.0% | 421 | +72 | 23.53% | Q4 2025 | Feb 02, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 301 | 14 | 0.0% | 0.0% | 422 | -143 | -32.21% | Q4 2025 | Feb 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 312 | 14 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Kilter Group LLC | History | Reduced | 257 | 12 | 0.01% | 0.01% | 424 | -72 | -21.88% | Q4 2025 | Feb 13, 2026 |
| NBC SECURITIES, INC. | History | No change | 247 | 11 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Elyxium Wealth, LLC | History | New | 229 | 10 | 0.0% | — | 427 | +229 | New | Q4 2025 | Feb 05, 2026 |
| Winthrop Capital Management, LLC | History | No change | 216 | 10 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CITIGROUP INC | History | No change | 200 | 9 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AlphaCore Capital LLC | History | New | 186 | 8 | 0.0% | — | 430 | +186 | New | Q4 2025 | Feb 05, 2026 |
| North Star Investment Management Corp. | History | Added to | 175 | 8 | 0.0% | 0.0% | 429 | +2 | 1.16% | Q4 2025 | Jan 30, 2026 |
| Noble Wealth Management PBC | History | No change | 184 | 8 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 149 | 7 | 0.0% | 0.0% | 432 | +2 | 1.36% | Q4 2025 | Feb 13, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 140 | 6 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Added to | 109 | 5 | 0.0% | 0.0% | 434 | +45 | 70.31% | Q4 2025 | Feb 06, 2026 |
| WealthShield Partners, LLC | History | No change | 98 | 4 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Asset Dedication, LLC | History | No change | 66 | 3 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| GAMMA Investing LLC | History | Added to | 59 | 2 | 0.0% | 0.0% | 438 | +9 | 18.0% | Q4 2025 | Jan 05, 2026 |
| NBT BANK N A /NY | History | No change | 48 | 2 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Lodestone Wealth Management LLC | History | New | 39 | 1 | 0.0% | — | 441 | +39 | New | Q4 2025 | Jan 15, 2026 |
| Camelot Portfolios, LLC | History | New | 29 | 1 | 0.0% | — | 439 | +29 | New | Q4 2025 | Jan 29, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 41 | 1 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Garde Capital, Inc. | History | Closed out | 0 | 0 | — | 0.45% | — | -192,976 | -100.0% | Q3 2025 | Dec 16, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -31,923 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Fund Evaluation Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -26,546 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.1% | — | -17,162 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Blue Barn Wealth, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -11,757 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,192 | -100.0% | Q3 2025 | Nov 10, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,996 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -7,958 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Maia Wealth LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -6,624 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Breakwater Capital Group | History | Closed out | 0 | 0 | — | 0.04% | — | -5,766 | -100.0% | Q3 2025 | Nov 06, 2025 |
| OBSIDIAN CIO, LLC | History | Reduced | 18 | 0 | — | 0.03% | — | -5,081 | -99.65% | Q4 2025 | Feb 18, 2026 |
| Global View Capital Management LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,998 | -100.0% | Q3 2025 | Oct 29, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,900 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Keystone Financial Services | History | Closed out | 0 | 0 | — | 0.07% | — | -4,810 | -100.0% | Q3 2025 | Nov 13, 2025 |
| KICKSTAND VENTURES, LLC. | History | Closed out | 0 | 0 | — | 0.05% | — | -4,792 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Talisman Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -4,704 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Two West Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -4,370 | -100.0% | Q3 2025 | Nov 06, 2025 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,733 | -100.0% | Q3 2025 | Oct 30, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,301 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,106 | -100.0% | Q3 2025 | Oct 10, 2025 |
| DT Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -614 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Keener Financial Planning LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -510 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -456 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Greykasell Wealth Strategies, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -388 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -246 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Archer Investment Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -62 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Davis Capital Management | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 28, 2026 |
| Russell Investments Group, Ltd. | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 17, 2026 |
| Financial Life Planners | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Sunbelt Securities, Inc. | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Millstone Evans Group, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |