iSHARES TRUST - EFAV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | Reduced | 8,003,783 | 690,326 | 0.04% | 0.04% | 1 | -403,489 | -4.8% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Reduced | 4,005,188 | 345,447 | 0.01% | 0.01% | 2 | -386,374 | -8.8% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,993,511 | 344,440 | 0.03% | 0.02% | 3 | +94,022 | 2.41% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 2,310,102 | 199,246 | 0.01% | 0.01% | 4 | +190,252 | 8.97% | Q4 2025 | Feb 13, 2026 |
| Wharton Business Group, LLC | History | Reduced | 1,761,493 | 151,929 | 5.78% | 6.55% | 5 | -5,041 | -0.29% | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,155,527 | 99,664 | 0.06% | 0.07% | 6 | -35,782 | -3.0% | Q4 2025 | Feb 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 968,946 | 83,571 | 0.02% | 0.03% | 7 | -72,189 | -6.93% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Reduced | 897,574 | 77,415 | 0.02% | 0.02% | 8 | -87,988 | -8.93% | Q4 2025 | Feb 11, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 799,769 | 68,980 | 2.62% | 1.83% | 9 | -15,500 | -1.9% | Q4 2025 | Feb 04, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 797,202 | 68,758 | 0.13% | 0.13% | 10 | -15,753 | -1.94% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 704,406 | 60,755 | 0.01% | 0.01% | 11 | -54,334 | -7.16% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 667,769 | 57,602 | 0.06% | 0.06% | 12 | +33,899 | 5.35% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 635,068 | 54,774 | 0.01% | 0.01% | 13 | -77,127 | -10.83% | Q4 2025 | Jan 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 626,497 | 54,034 | 0.01% | 0.01% | 14 | +105,409 | 20.23% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 497,728 | 42,930 | 0.01% | — | 15 | +497,728 | New | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 463,033 | 39,936 | 0.01% | 0.01% | 16 | +35,412 | 8.28% | Q4 2025 | Feb 18, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 445,083 | 38,388 | 0.06% | 0.07% | 17 | -31,592 | -6.63% | Q4 2025 | Feb 18, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 431,027 | 37,176 | 0.1% | 0.1% | 18 | +6,070 | 1.43% | Q4 2025 | Feb 05, 2026 |
| ASSETMARK, INC | History | Reduced | 429,784 | 37,068 | 0.08% | 0.09% | 19 | -90,595 | -17.41% | Q4 2025 | Jan 23, 2026 |
| Creative Planning | History | Added to | 392,916 | 33,888 | 0.02% | 0.01% | 20 | +265,636 | 208.7% | Q4 2025 | Feb 17, 2026 |
| Amundi | History | Reduced | 389,784 | 33,618 | 0.01% | 0.01% | 21 | -22,917 | -5.55% | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | Added to | 371,659 | 32,055 | 0.47% | 0.47% | 22 | +9,749 | 2.69% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 348,098 | 30,023 | 0.03% | 0.04% | 23 | -16,337 | -4.48% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 319,012 | 27,514 | 0.01% | 0.01% | 24 | +20,902 | 7.01% | Q4 2025 | Feb 17, 2026 |
| Facet Wealth, Inc. | History | Added to | 300,240 | 26,685 | 0.47% | 0.5% | 25 | +16,217 | 5.71% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 306,622 | 26,446 | 0.04% | 0.04% | 26 | -16,876 | -5.22% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 281,552 | 24,283 | 0.0% | 0.0% | 27 | -43,361 | -13.35% | Q4 2025 | Feb 12, 2026 |
| Vestcor Inc | History | Added to | 230,175 | 19,853 | 0.57% | 0.11% | 28 | +188,483 | 452.08% | Q4 2025 | Feb 11, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 219,293 | 18,914 | 3.18% | 3.13% | 29 | +2,355 | 1.09% | Q4 2025 | Jan 23, 2026 |
| Brookstone Capital Management | History | Reduced | 218,547 | 18,849 | 0.22% | 0.24% | 30 | -20,135 | -8.44% | Q4 2025 | Jan 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 190,982 | 16,472 | 0.04% | 0.04% | 31 | +16,766 | 9.62% | Q4 2025 | Feb 13, 2026 |
| Lester Murray Antman dba SimplyRich | History | Added to | 190,855 | 16,461 | 4.3% | 4.35% | 32 | +751 | 0.4% | Q4 2025 | Jan 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 182,103 | 15,706 | 0.01% | 0.01% | 33 | +19,109 | 11.72% | Q4 2025 | Feb 17, 2026 |
| Portfolio Design Labs, LLC | History | Reduced | 176,157 | 15,193 | 2.51% | 2.72% | 34 | -10,267 | -5.51% | Q4 2025 | Feb 11, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 166,269 | 14,341 | 0.47% | — | 35 | +166,269 | New | Q4 2025 | Feb 13, 2026 |
| Purpose Unlimited Inc. | History | New | 162,147 | 13,985 | 0.64% | — | 36 | +162,147 | New | Q4 2025 | Mar 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 158,208 | 13,627 | 0.02% | 0.02% | 37 | -47,294 | -23.01% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Reduced | 151,521 | 13,068 | 0.02% | 0.02% | 38 | -5,684 | -3.62% | Q4 2025 | Feb 13, 2026 |
| Ledyard National Bank | History | Added to | 149,574 | 12,900 | 1.11% | 1.13% | 39 | +390 | 0.26% | Q4 2025 | Jan 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 147,409 | 12,714 | 0.02% | 0.03% | 40 | -40,921 | -21.73% | Q4 2025 | Feb 17, 2026 |
| ANDERSON HOAGLAND & CO | History | Reduced | 146,417 | 12,628 | 1.09% | 1.12% | 41 | -1,339 | -0.91% | Q4 2025 | Jan 05, 2026 |
| Symmetry Partners, LLC | History | Added to | 133,347 | 11,501 | 0.68% | 1.22% | 42 | +1,371 | 1.04% | Q4 2025 | Jan 27, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 129,821 | 11,197 | 0.01% | 0.01% | 43 | +2,948 | 2.32% | Q4 2025 | Feb 02, 2026 |
| Ascent Group, LLC | History | Reduced | 127,374 | 10,986 | 0.38% | 0.39% | 44 | -3,780 | -2.88% | Q4 2025 | Jan 20, 2026 |
| ProVise Management Group, LLC | History | Added to | 119,433 | 10,301 | 0.73% | 0.75% | 45 | +83 | 0.07% | Q4 2025 | Jan 29, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 113,406 | 9,781 | 0.15% | 0.16% | 46 | -2,710 | -2.33% | Q4 2025 | Feb 12, 2026 |
| Magnus Financial Group LLC | History | Added to | 111,799 | 9,642 | 0.74% | 0.75% | 47 | +491 | 0.44% | Q4 2025 | Jan 07, 2026 |
| COMERICA BANK | History | Added to | 108,923 | 9,394 | 0.04% | 0.03% | 48 | +1,601 | 1.49% | Q4 2025 | Jan 29, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 107,632 | 9,283 | 0.23% | 0.23% | 49 | +2,798 | 2.67% | Q4 2025 | Jan 28, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 105,877 | 9,131 | 0.0% | 0.0% | 50 | +4,254 | 4.19% | Q4 2025 | Feb 11, 2026 |
| CHOREO, LLC | History | Reduced | 93,482 | 8,097 | 0.1% | 0.11% | 51 | -1,634 | -1.72% | Q4 2025 | Jan 23, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 90,021 | 7,764 | 0.49% | 0.48% | 52 | +2,108 | 2.4% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 89,601 | 7,728 | 0.01% | 0.01% | 53 | -69 | -0.08% | Q4 2025 | Feb 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 88,169 | 7,604 | 0.45% | 0.49% | 54 | +2,540 | 2.97% | Q4 2025 | Feb 10, 2026 |
| Horizon Investments, LLC | History | Added to | 87,882 | 7,579 | 0.1% | 0.1% | 55 | +2,304 | 2.69% | Q4 2025 | Feb 02, 2026 |
| HighTower Advisors, LLC | History | Reduced | 86,336 | 7,446 | 0.01% | 0.01% | 56 | -5,207 | -5.69% | Q4 2025 | Feb 06, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 85,858 | 7,405 | 0.01% | 0.01% | 57 | +2,795 | 3.36% | Q4 2025 | Feb 13, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Reduced | 85,432 | 7,368 | 0.77% | 0.78% | 58 | -1,823 | -2.09% | Q4 2025 | Feb 12, 2026 |
| Asset Management Group, Inc. | History | Added to | 84,390 | 7,278 | 1.18% | 1.16% | 59 | +1,046 | 1.26% | Q4 2025 | Feb 17, 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | History | New | 82,260 | 7,150 | 6.63% | — | 60 | +82,260 | New | Q4 2025 | Feb 18, 2026 |
| Yeomans Consulting Group, Inc. | History | Added to | 82,525 | 7,117 | 2.09% | 2.39% | 61 | +1,373 | 1.69% | Q4 2025 | Jan 07, 2026 |
| Mission Creek Capital Partners, Inc. | History | Added to | 79,863 | 6,888 | 1.39% | 1.22% | 62 | +6,968 | 9.56% | Q4 2025 | Feb 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 78,276 | 6,801 | 0.01% | 0.01% | 63 | -2,752 | -3.4% | Q4 2025 | Jan 08, 2026 |
| Well Done, LLC | History | Reduced | 78,246 | 6,748 | 1.01% | 1.18% | 64 | -3,171 | -3.89% | Q4 2025 | Jan 13, 2026 |
| Focus Partners Wealth | History | Added to | 68,778 | 5,932 | 0.01% | 0.01% | 65 | +638 | 0.94% | Q4 2025 | Feb 13, 2026 |
| Estate Counselors, LLC | History | Added to | 68,766 | 5,931 | 0.5% | 0.49% | 66 | +1,705 | 2.54% | Q4 2025 | Feb 02, 2026 |
| NewEdge Advisors, LLC | History | Added to | 68,661 | 5,922 | 0.02% | 0.03% | 67 | +2,078 | 3.12% | Q4 2025 | Feb 18, 2026 |
| Merit Financial Group, LLC | History | Reduced | 68,559 | 5,913 | 0.05% | 0.06% | 68 | -6,832 | -9.06% | Q4 2025 | Jan 26, 2026 |
| GLENMEDE TRUST CO NA | History | New | 67,917 | 5,857 | 0.03% | — | 69 | +67,917 | New | Q4 2025 | Feb 17, 2026 |
| ASPIRIANT, LLC | History | Reduced | 65,678 | 5,664 | 0.16% | 0.2% | 70 | -11,203 | -14.57% | Q4 2025 | Jan 20, 2026 |
| Anchor Investment Management, LLC | History | Added to | 63,594 | 5,484 | 0.45% | 0.43% | 71 | +2,796 | 4.6% | Q4 2025 | Feb 26, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 62,719 | 5,409 | 0.0% | 0.0% | 72 | -179 | -0.28% | Q4 2025 | Feb 12, 2026 |
| Apella Capital, LLC | History | Reduced | 62,238 | 5,368 | 0.11% | 0.14% | 73 | -10,588 | -14.54% | Q4 2025 | Jan 21, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 60,982 | 5,259 | 0.01% | 0.0% | 74 | +19,610 | 47.4% | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | Added to | 59,391 | 5,122 | 0.08% | 0.1% | 75 | +989 | 1.69% | Q4 2025 | Mar 12, 2026 |
| Wealth Advisors of Iowa, LLC | History | Reduced | 57,007 | 4,916 | 1.61% | 8.92% | 76 | -251,729 | -81.54% | Q4 2025 | Feb 05, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Added to | 56,907 | 4,908 | 0.4% | 0.4% | 77 | +1,201 | 2.16% | Q4 2025 | Jan 23, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 53,582 | 4,621 | 0.01% | 30.02% | 78 | -22,630 | -29.69% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 53,568 | 4,620 | 0.01% | 0.01% | 79 | +2,676 | 5.26% | Q4 2025 | Jan 26, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 50,536 | 4,358 | 0.0% | 0.0% | 80 | -1,486 | -2.86% | Q4 2025 | Feb 06, 2026 |
| Strategic Blueprint, LLC | History | Added to | 49,667 | 4,283 | 0.25% | 0.15% | 81 | +8,602 | 20.95% | Q4 2025 | Jan 30, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 49,097 | 4,237 | 0.01% | 0.0% | 82 | +32,376 | 193.62% | Q4 2025 | Feb 13, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 48,913 | 4,218 | 0.05% | 0.05% | 83 | -5,940 | -10.83% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 48,498 | 4,182 | 0.01% | 0.01% | 84 | +6,835 | 16.41% | Q4 2025 | Mar 16, 2026 |
| Private Advisor Group, LLC | History | Added to | 45,808 | 3,950 | 0.02% | 0.02% | 85 | +2,230 | 5.12% | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 44,454 | 3,834 | 0.02% | 0.03% | 86 | -7,943 | -15.16% | Q4 2025 | Feb 03, 2026 |
| MorganRosel Wealth Management, LLC | History | Added to | 43,472 | 3,749 | 0.94% | 0.9% | 87 | +2,646 | 6.48% | Q4 2025 | Feb 13, 2026 |
| Shore Point Advisors, LLC | History | Added to | 42,452 | 3,661 | 1.55% | 1.59% | 88 | +95 | 0.22% | Q4 2025 | Jan 23, 2026 |
| Advisory Services Network, LLC | History | Added to | 41,445 | 3,574 | 0.05% | 0.05% | 89 | +1,556 | 3.9% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Reduced | 41,389 | 3,569 | 0.02% | 0.02% | 90 | -87 | -0.21% | Q4 2025 | Feb 13, 2026 |
| Mutual Advisors, LLC | History | Reduced | 41,336 | 3,565 | 0.08% | 0.08% | 91 | -224 | -0.54% | Q4 2025 | Feb 02, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 41,161 | 3,550 | 0.02% | 0.03% | 92 | -1,641 | -3.83% | Q4 2025 | Feb 17, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 39,894 | 3,440 | 0.33% | 0.41% | 93 | -8,125 | -16.92% | Q4 2025 | Feb 11, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 39,627 | 3,417 | 1.21% | 1.08% | 94 | +2,636 | 7.13% | Q4 2025 | Jan 30, 2026 |
| Savant Capital, LLC | History | Added to | 38,011 | 3,278 | 0.02% | 0.02% | 95 | +915 | 2.47% | Q4 2025 | Feb 10, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | New | 37,764 | 3,257 | 2.38% | — | 96 | +37,764 | New | Q4 2025 | Mar 04, 2026 |
| Corsicana & Co. | History | Reduced | 37,374 | 3,223 | 1.81% | 1.8% | 97 | -460 | -1.22% | Q4 2025 | Jan 07, 2026 |
| Capital Analysts, LLC | History | Reduced | 37,355 | 3,222 | 0.1% | 0.1% | 98 | -1,443 | -3.72% | Q4 2025 | Feb 11, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 34,067 | 3,074 | 0.16% | 0.17% | 99 | -1,910 | -5.31% | Q4 2025 | Mar 04, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 34,802 | 3,001 | 0.81% | 0.81% | 100 | -646 | -1.82% | Q4 2025 | Jan 16, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 34,391 | 2,966 | 0.41% | 0.43% | 101 | -1,533 | -4.27% | Q4 2025 | Jan 29, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 34,304 | 2,958 | 0.04% | 0.03% | 102 | -2,016 | -5.55% | Q4 2025 | Feb 13, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 33,313 | 2,873 | 0.24% | 0.24% | 103 | -866 | -2.53% | Q4 2025 | Feb 13, 2026 |
| Rakuten Investment Management, Inc. | History | No change | 32,757 | 2,762 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VAUGHAN & Co SECURITIES, INC. | History | Reduced | 31,711 | 2,735 | 1.41% | 1.45% | 105 | -572 | -1.77% | Q4 2025 | Jan 28, 2026 |
| Brickley Wealth Management | History | Added to | 31,002 | 2,673 | 0.45% | 0.44% | 106 | +1,169 | 3.92% | Q4 2025 | Jan 29, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 30,408 | 2,622 | 0.01% | 0.01% | 107 | +4,029 | 15.27% | Q4 2025 | Feb 13, 2026 |
| Prism Advisors, Inc. | History | Reduced | 30,144 | 2,599 | 0.69% | 0.7% | 108 | -286 | -0.94% | Q4 2025 | Jan 23, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 30,090 | 2,595 | 0.08% | 0.09% | 109 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 28,567 | 2,463 | 0.02% | 0.02% | 110 | -9,778 | -25.5% | Q4 2025 | Jan 29, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 28,557 | 2,463 | 0.05% | 0.05% | 111 | +1,022 | 3.71% | Q4 2025 | Feb 03, 2026 |
| IHT Wealth Management, LLC | History | Added to | 27,605 | 2,380 | 0.06% | 0.06% | 112 | +1,155 | 4.37% | Q4 2025 | Feb 17, 2026 |
| MATHER GROUP, LLC. | History | No change | 27,126 | 2,339 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Cerity Partners LLC | History | Added to | 26,201 | 2,259 | 0.0% | 0.0% | 114 | +5,615 | 27.28% | Q4 2025 | Feb 11, 2026 |
| Arkadios Wealth Advisors | History | Added to | 26,029 | 2,245 | 0.04% | 0.03% | 115 | +11,843 | 83.48% | Q4 2025 | Feb 13, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 25,507 | 2,200 | 0.15% | 0.12% | 116 | +7,277 | 39.92% | Q4 2025 | Feb 09, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 25,418 | 2,189 | 0.05% | 0.04% | 117 | -400 | -1.55% | Q4 2025 | Feb 11, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 24,702 | 2,130 | 0.1% | 0.1% | 118 | +444 | 1.83% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 24,034 | 2,072 | 0.03% | 0.04% | 119 | -19,952 | -45.36% | Q4 2025 | Feb 11, 2026 |
| UMB Bank, n.a. | History | Reduced | 24,023 | 2,071 | 0.03% | 0.03% | 120 | -413 | -1.69% | Q4 2025 | Feb 13, 2026 |
| M Holdings Securities, Inc. | History | New | 23,587 | 2,034 | 0.15% | — | 121 | +23,587 | New | Q4 2025 | Feb 11, 2026 |
| Fortune Financial Advisors, LLC | History | Added to | 23,384 | 2,016 | 1.36% | 1.47% | 122 | +337 | 1.46% | Q4 2025 | Jan 23, 2026 |
| Friedenthal Financial | History | Reduced | 22,776 | 1,964 | 1.01% | 1.17% | 123 | -3,992 | -14.91% | Q4 2025 | Jan 27, 2026 |
| Klingman & Associates, LLC | History | Reduced | 22,691 | 1,957 | 0.09% | 0.1% | 124 | -455 | -1.97% | Q4 2025 | Jan 29, 2026 |
| CGN Advisors LLC | History | Added to | 22,045 | 1,901 | 0.15% | 0.14% | 125 | +1,269 | 6.11% | Q4 2025 | Jan 05, 2026 |
| Elevation Capital Advisory, LLC | History | New | 22,021 | 1,899 | 0.78% | — | 126 | +22,021 | New | Q4 2025 | Jan 26, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 21,929 | 1,891 | 0.01% | 0.01% | 127 | -166 | -0.75% | Q4 2025 | Feb 12, 2026 |
| McNaughton Wealth Management, LLC | History | Added to | 21,796 | 1,879 | 0.77% | 0.78% | 128 | +15 | 0.07% | Q4 2025 | Jan 12, 2026 |
| Hershey Financial Advisers, LLC | History | New | 21,639 | 1,866 | 1.58% | — | 129 | +21,639 | New | Q4 2025 | Feb 18, 2026 |
| RHS Financial, LLC | History | Reduced | 21,597 | 1,862 | 0.91% | 1.31% | 131 | -8,148 | -27.39% | Q4 2025 | Jan 16, 2026 |
| &PARTNERS | History | Added to | 21,591 | 1,862 | 0.01% | 0.01% | 130 | +3,737 | 20.93% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 21,446 | 1,849 | 0.0% | 0.0% | 132 | -605 | -2.74% | Q4 2025 | Feb 10, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 21,330 | 1,839 | 0.04% | 0.04% | 133 | +473 | 2.27% | Q4 2025 | Feb 06, 2026 |
| CVA Family Office, LLC | History | Added to | 20,881 | 1,801 | 0.21% | 0.23% | 134 | +26 | 0.12% | Q4 2025 | Jan 12, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 20,821 | 1,795 | 0.47% | 0.49% | 135 | +144 | 0.7% | Q4 2025 | Feb 06, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 20,707 | 1,786 | 0.01% | 0.01% | 136 | +998 | 5.06% | Q4 2025 | Feb 06, 2026 |
| Berger Financial Group, Inc | History | Reduced | 20,550 | 1,772 | 0.1% | 0.1% | 137 | -19 | -0.09% | Q4 2025 | Jan 27, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 20,352 | 1,755 | 0.01% | 0.01% | 138 | +1,260 | 6.6% | Q4 2025 | Feb 18, 2026 |
| SageView Advisory Group, LLC | History | Added to | 20,112 | 1,734 | 0.06% | 0.06% | 139 | +142 | 0.71% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | Reduced | 19,754 | 1,703 | 0.03% | 0.03% | 140 | -647 | -3.17% | Q4 2025 | Feb 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 19,512 | 1,682 | 0.02% | 0.02% | 141 | +7,829 | 67.01% | Q4 2025 | Jan 29, 2026 |
| Breakwater Capital Group | History | Added to | 19,403 | 1,673 | 0.23% | 0.24% | 142 | +189 | 0.98% | Q4 2025 | Jan 09, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 18,909 | 1,630 | 0.01% | 0.01% | 143 | -2,198 | -10.41% | Q4 2025 | Jan 29, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 18,031 | 1,555 | 0.25% | 0.25% | 144 | -39 | -0.22% | Q4 2025 | Feb 24, 2026 |
| Bellwether Advisors, LLC | History | Added to | 17,909 | 1,544 | 0.25% | 0.24% | 145 | +784 | 4.58% | Q4 2025 | Feb 09, 2026 |
| Betterment LLC | History | Added to | 17,889 | 1,543 | 0.0% | 0.0% | 146 | +2,651 | 17.4% | Q4 2025 | Feb 12, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 16,805 | 1,538 | 0.04% | 0.04% | 147 | -589 | -3.39% | Q4 2025 | Feb 09, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 17,767 | 1,532 | 0.03% | 0.03% | 148 | +79 | 0.45% | Q4 2025 | Feb 09, 2026 |
| HB Wealth Management, LLC | History | Added to | 17,684 | 1,525 | 0.01% | 0.01% | 149 | +326 | 1.88% | Q4 2025 | Jan 28, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 17,490 | 1,508 | 0.02% | 0.02% | 150 | +1,800 | 11.47% | Q4 2025 | Jan 20, 2026 |
| TPG Advisors LLC | History | Reduced | 17,488 | 1,508 | 0.94% | 1.01% | 151 | -681 | -3.75% | Q4 2025 | Jan 21, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 17,300 | 1,492 | 0.31% | 0.3% | 152 | +3,705 | 27.25% | Q4 2025 | Feb 13, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 17,269 | 1,489 | 0.34% | 0.36% | 153 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Reduced | 16,196 | 1,415 | 0.08% | 0.09% | 154 | -754 | -4.45% | Q4 2025 | Jan 26, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 16,398 | 1,414 | 0.02% | 0.02% | 155 | +20 | 0.12% | Q4 2025 | Jan 21, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 16,295 | 1,405 | 0.0% | 0.0% | 156 | +481 | 3.04% | Q4 2025 | Feb 11, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 16,210 | 1,398 | 0.19% | 0.21% | 157 | -637 | -3.78% | Q4 2025 | Jan 09, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 16,096 | 1,388 | 0.01% | 0.01% | 158 | +92 | 0.57% | Q4 2025 | Jan 05, 2026 |
| Tacita Capital Inc | History | No change | 15,759 | 1,359 | 0.79% | 0.81% | 159 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Reduced | 15,686 | 1,352 | 0.39% | 0.41% | 160 | -743 | -4.52% | Q4 2025 | Feb 12, 2026 |
| Aznar Financial Advisors, LLC | History | New | 15,637 | 1,348 | 1.3% | — | 161 | +15,637 | New | Q4 2025 | Feb 19, 2026 |
| Foster Group, Inc. | History | Added to | 15,470 | 1,334 | 0.04% | 0.04% | 162 | +92 | 0.6% | Q4 2025 | Jan 12, 2026 |
| Carr Financial Group Corp | History | Added to | 15,134 | 1,305 | 0.35% | 0.24% | 163 | +5,006 | 49.43% | Q4 2025 | Jan 09, 2026 |
| Tempo Wealth, LLC | History | New | 15,067 | 1,299 | 0.23% | — | 164 | +15,067 | New | Q4 2025 | Feb 25, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 14,859 | 1,282 | 0.14% | 0.14% | 165 | +348 | 2.4% | Q4 2025 | Jan 21, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 14,602 | 1,259 | 0.02% | 0.02% | 166 | -578 | -3.81% | Q4 2025 | Jan 30, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | No change | 14,604 | 1,259 | 0.16% | 0.15% | 167 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| IBEX WEALTH ADVISORS | History | Added to | 14,338 | 1,236 | 0.12% | 0.11% | 168 | +914 | 6.81% | Q4 2025 | Feb 17, 2026 |
| TSG Advice Partners, LLC | History | New | 14,143 | 1,219 | 0.19% | — | 170 | +14,143 | New | Q4 2025 | Feb 17, 2026 |
| Compound Planning, Inc. | History | Added to | 14,141 | 1,219 | 0.04% | 0.04% | 169 | +17 | 0.12% | Q4 2025 | Feb 19, 2026 |
| Equitable Holdings, Inc. | History | Added to | 13,970 | 1,204 | 0.01% | 0.01% | 171 | +714 | 5.39% | Q4 2025 | Feb 17, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 13,790 | 1,189 | 0.0% | — | 172 | +13,790 | New | Q4 2025 | Feb 10, 2026 |
| Quantinno Capital Management LP | History | Added to | 13,571 | 1,170 | 0.0% | 0.0% | 173 | +721 | 5.61% | Q4 2025 | Feb 17, 2026 |
| Waldron Private Wealth LLC | History | No change | 13,386 | 1,154 | 0.05% | 0.05% | 174 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Allworth Financial LP | History | New | 13,120 | 1,131 | 0.0% | — | 175 | +13,120 | New | Q4 2025 | Feb 05, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 13,050 | 1,125 | 0.02% | 0.02% | 176 | +1,672 | 14.7% | Q4 2025 | Jan 16, 2026 |
| Round Rock Advisors LLC | History | Reduced | 12,946 | 1,116 | 0.17% | 0.18% | 177 | -238 | -1.81% | Q4 2025 | Jan 27, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 12,826 | 1,106 | 0.02% | 0.02% | 178 | +529 | 4.3% | Q4 2025 | Feb 12, 2026 |
| Lido Advisors, LLC | History | No change | 12,651 | 1,073 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 12,400 | 1,069 | 0.0% | 0.0% | 180 | +1,200 | 10.71% | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | Added to | 12,384 | 1,068 | 0.02% | 0.02% | 181 | +2,818 | 29.46% | Q4 2025 | Feb 06, 2026 |
| Corient Private Wealth LLC | History | Added to | 12,357 | 1,067 | 0.0% | 0.0% | 182 | +1,848 | 17.58% | Q4 2025 | Mar 09, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 12,177 | 1,050 | 0.01% | 0.01% | 183 | -639 | -4.99% | Q4 2025 | Feb 11, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 12,150 | 1,047 | 0.13% | 0.13% | 184 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| PCA Investment Advisory Services Inc. | History | Reduced | 12,134 | 1,046 | 0.37% | 0.43% | 185 | -1,646 | -11.94% | Q4 2025 | Feb 10, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 11,923 | 1,028 | 0.08% | 0.08% | 186 | +390 | 3.38% | Q4 2025 | Feb 04, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 11,575 | 998 | 0.05% | 0.06% | 187 | -543 | -4.48% | Q4 2025 | Jan 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 11,521 | 993 | 0.02% | 0.02% | 188 | +552 | 5.03% | Q4 2025 | Jan 27, 2026 |
| Shira Ridge Wealth Management | History | Reduced | 11,392 | 982 | 0.39% | 0.42% | 189 | -308 | -2.63% | Q4 2025 | Jan 12, 2026 |
| Versant Capital Management, Inc | History | Added to | 10,982 | 947 | 0.12% | 0.13% | 190 | +148 | 1.37% | Q4 2025 | Jan 08, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Added to | 10,969 | 946 | 0.33% | 0.33% | 191 | +23 | 0.21% | Q4 2025 | Feb 10, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 10,908 | 940 | 0.1% | 0.15% | 192 | -2,342 | -17.68% | Q4 2025 | Feb 11, 2026 |
| Clark Asset Management, LLC | History | No change | 10,799 | 931 | 0.1% | 0.11% | 193 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 9,843 | 921 | 0.27% | 0.27% | 194 | +381 | 4.03% | Q4 2025 | Feb 13, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 10,607 | 914 | 0.07% | 0.07% | 195 | -394 | -3.58% | Q4 2025 | Feb 10, 2026 |
| Composition Wealth, LLC | History | Reduced | 10,569 | 911 | 0.01% | 0.01% | 196 | -95 | -0.89% | Q4 2025 | Feb 02, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Reduced | 10,556 | 910 | 0.32% | 0.38% | 197 | -1,555 | -12.84% | Q4 2025 | Jan 27, 2026 |
| Prospera Financial Services Inc | History | Added to | 10,542 | 909 | 0.01% | 0.01% | 198 | +540 | 5.4% | Q4 2025 | Feb 09, 2026 |
| Keenan, LLC | History | New | 10,417 | 898 | 0.79% | — | 200 | +10,417 | New | Q4 2025 | Mar 04, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 10,421 | 898 | 0.03% | 0.03% | 199 | -66 | -0.63% | Q4 2025 | Jan 12, 2026 |
| PFG Advisors | History | Added to | 10,304 | 888 | 0.04% | 0.03% | 201 | +880 | 9.34% | Q4 2025 | Jan 27, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 10,258 | 884 | 0.03% | 0.03% | 202 | +138 | 1.36% | Q4 2025 | Jan 30, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 10,248 | 883 | 0.02% | 0.01% | 203 | +7,182 | 234.25% | Q4 2025 | Feb 13, 2026 |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | History | Added to | 9,805 | 867 | 0.58% | 0.58% | 204 | +80 | 0.82% | Q4 2025 | Feb 17, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 10,047 | 866 | 0.01% | 0.01% | 205 | -172 | -1.68% | Q4 2025 | Feb 13, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 9,764 | 842 | 0.01% | 0.01% | 206 | -3,399 | -25.82% | Q4 2025 | Feb 13, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 9,734 | 839 | 0.09% | 0.1% | 207 | -216 | -2.17% | Q4 2025 | Feb 13, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 9,668 | 833 | 0.06% | 0.07% | 208 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Lexington Hill Partners, LLC | History | New | 9,635 | 830 | 0.62% | — | 209 | +9,635 | New | Q4 2025 | Feb 19, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 9,562 | 824 | 0.14% | 0.13% | 210 | +895 | 10.33% | Q4 2025 | Feb 02, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 9,532 | 822 | 0.01% | 0.01% | 211 | -443 | -4.44% | Q4 2025 | Jan 23, 2026 |
| WESBANCO BANK INC | History | Reduced | 9,298 | 801 | 0.02% | 0.02% | 212 | -467 | -4.78% | Q4 2025 | Feb 03, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 9,161 | 800 | 0.03% | 0.03% | 213 | -660 | -6.72% | Q4 2025 | Jan 23, 2026 |
| Empirical Asset Management, LLC | History | Added to | 9,267 | 799 | 0.23% | 0.22% | 214 | +9 | 0.1% | Q4 2025 | Feb 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 9,205 | 796 | 0.0% | 0.0% | 215 | -88 | -0.95% | Q4 2025 | Feb 05, 2026 |
| STEPHENS INC /AR/ | History | No change | 9,240 | 796 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 9,050 | 780 | 0.05% | 0.05% | 217 | +4 | 0.04% | Q4 2025 | Jan 23, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | No change | 8,920 | 769 | 0.07% | 0.08% | 218 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Savvy Advisors, Inc. | History | Added to | 8,840 | 762 | 0.02% | 0.03% | 219 | +974 | 12.38% | Q4 2025 | Jan 20, 2026 |
| National Wealth Management Group, LLC | History | Added to | 8,630 | 744 | 0.26% | 0.15% | 220 | +4,057 | 88.72% | Q4 2025 | Jan 12, 2026 |
| Hibernia Wealth Partners, LLC | History | Added to | 8,438 | 727 | 0.22% | 0.22% | 221 | +4,411 | 109.54% | Q4 2025 | Feb 12, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 8,403 | 724 | 0.09% | 0.09% | 222 | -163 | -1.9% | Q4 2025 | Jan 22, 2026 |
| IFG Advisory, LLC | History | Added to | 8,368 | 721 | 0.03% | 0.03% | 223 | +71 | 0.86% | Q4 2025 | Feb 10, 2026 |
| Bogart Wealth, LLC | History | Added to | 8,342 | 719 | 0.03% | 0.03% | 224 | +205 | 2.52% | Q4 2025 | Jan 30, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 8,177 | 705 | 0.1% | 0.11% | 225 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 8,121 | 700 | 0.15% | 0.17% | 226 | -1,109 | -12.02% | Q4 2025 | Feb 04, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Reduced | 8,079 | 696 | 0.02% | 0.02% | 227 | -165 | -2.0% | Q4 2025 | Jan 21, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 8,032 | 692 | 0.04% | 0.05% | 228 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Venturi Wealth Management, LLC | History | No change | 8,031 | 692 | 0.03% | 0.03% | 229 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Portland Financial Advisors Inc | History | No change | 8,023 | 691 | 1.47% | 1.45% | 230 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Black Diamond Financial, LLC | History | Reduced | 8,010 | 690 | 0.07% | 0.08% | 231 | -80 | -0.99% | Q4 2025 | Feb 03, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 7,937 | 684 | 0.04% | 0.04% | 232 | +182 | 2.35% | Q4 2025 | Feb 05, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 7,887 | 680 | 0.01% | 0.01% | 233 | -237 | -2.92% | Q4 2025 | Feb 09, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 7,789 | 671 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 7,744 | 667 | 0.09% | 0.1% | 235 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 7,521 | 648 | 0.04% | 0.04% | 236 | +22 | 0.29% | Q4 2025 | Jan 20, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 7,339 | 633 | 0.05% | 0.05% | 237 | +45 | 0.62% | Q4 2025 | Jan 16, 2026 |
| Hilltop Partners LLC | History | No change | 7,314 | 630 | 0.16% | 0.19% | 238 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Quadrature Capital Ltd | History | New | 7,186 | 619 | 0.01% | — | 239 | +7,186 | New | Q4 2025 | Feb 17, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 7,097 | 612 | 0.03% | 0.04% | 240 | -292 | -3.95% | Q4 2025 | Feb 10, 2026 |
| Counterweight Ventures, LLC | History | No change | 7,058 | 608 | 0.34% | 0.35% | 241 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Lantz Financial LLC | History | No change | 7,041 | 607 | 0.13% | 0.13% | 242 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Pacific Center for Financial Services | History | No change | 7,095 | 601 | 0.15% | 0.15% | 243 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wolff Financial Management LLC | History | Added to | 6,559 | 565 | 0.13% | 0.13% | 244 | +12 | 0.18% | Q4 2025 | Feb 06, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 6,530 | 563 | 0.02% | 0.02% | 245 | +38 | 0.59% | Q4 2025 | Jan 14, 2026 |
| Arax Advisory Partners | History | New | 6,506 | 561 | 0.02% | — | 247 | +6,506 | New | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 6,508 | 561 | 0.0% | 0.0% | 246 | +2,327 | 55.66% | Q4 2025 | Feb 17, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 6,454 | 557 | 0.04% | 0.04% | 248 | -181 | -2.73% | Q4 2025 | Jan 09, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 6,448 | 556 | 0.02% | 0.01% | 249 | +5,006 | 347.16% | Q4 2025 | Feb 04, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 5,914 | 549 | 0.24% | 0.25% | 250 | -218 | -3.56% | Q4 2025 | Feb 13, 2026 |
| Creekside Partners | History | Added to | 6,295 | 542 | 0.23% | 0.23% | 251 | +71 | 1.14% | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 6,197 | 534 | 0.0% | 0.01% | 252 | -75,481 | -92.41% | Q4 2025 | Feb 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 6,200 | 534 | 0.01% | 0.01% | 253 | +204 | 3.4% | Q4 2025 | Feb 09, 2026 |
| Keystone Financial Group | History | Reduced | 6,177 | 532 | 0.04% | 0.04% | 254 | -309 | -4.76% | Q4 2025 | Feb 06, 2026 |
| CITIGROUP INC | History | Added to | 6,160 | 531 | 0.0% | 0.0% | 255 | +3,767 | 157.42% | Q4 2025 | Feb 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 5,869 | 506 | 0.0% | 0.0% | 256 | -313 | -5.06% | Q4 2025 | Feb 17, 2026 |
| Sage Mountain Advisors LLC | History | No change | 5,854 | 504 | 0.03% | 0.03% | 257 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Opus Financial Solutions LLC | History | New | 5,842 | 503 | 0.47% | — | 259 | +5,842 | New | Q4 2025 | Feb 17, 2026 |
| Aries Wealth Management | History | Added to | 5,840 | 503 | 0.11% | 0.12% | 258 | +64 | 1.11% | Q4 2025 | Jan 30, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 5,812 | 501 | 0.0% | 0.0% | 260 | +50 | 0.87% | Q4 2025 | Feb 13, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 5,766 | 497 | 0.06% | 0.06% | 261 | +29 | 0.51% | Q4 2025 | Jan 02, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 5,750 | 496 | 0.02% | 0.02% | 262 | +1,876 | 48.43% | Q4 2025 | Feb 10, 2026 |
| Citizens National Bank Trust Department | History | Reduced | 5,694 | 491 | 0.08% | 0.09% | 263 | -325 | -5.4% | Q4 2025 | Jan 30, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 5,665 | 488 | 0.14% | 0.14% | 264 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | New | 5,193 | 487 | 0.48% | — | 265 | +5,193 | New | Q4 2025 | Feb 17, 2026 |
| COWA, LLC | History | Added to | 5,587 | 481 | 0.15% | 0.15% | 266 | +397 | 7.65% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 5,565 | 479 | 0.33% | 0.36% | 267 | +72 | 1.31% | Q4 2025 | Feb 11, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 5,546 | 478 | 0.1% | 0.11% | 268 | -190 | -3.31% | Q4 2025 | Feb 10, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 5,538 | 477 | 0.03% | 0.03% | 269 | -782 | -12.37% | Q4 2025 | Jan 07, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 5,499 | 474 | 0.0% | 0.0% | 270 | -29 | -0.52% | Q4 2025 | Feb 10, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 5,460 | 470 | 0.06% | 0.09% | 271 | -1,688 | -23.61% | Q4 2025 | Feb 17, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 5,401 | 465 | 0.03% | 0.03% | 272 | +73 | 1.37% | Q4 2025 | Feb 18, 2026 |
| Atria Investments, Inc | History | Reduced | 5,315 | 458 | 0.01% | 0.01% | 273 | -152 | -2.78% | Q4 2025 | Feb 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 5,269 | 454 | 0.02% | 0.02% | 274 | +11 | 0.21% | Q4 2025 | Jan 21, 2026 |
| JMG Financial Group, Ltd. | History | No change | 5,231 | 451 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Horizon Family Wealth, Inc. | History | No change | 5,087 | 438 | 0.23% | 0.25% | 276 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| K2 Financial Inc. | History | Added to | 4,991 | 434 | 0.34% | 0.33% | 277 | +23 | 0.46% | Q4 2025 | Jan 22, 2026 |
| Western Wealth Management, LLC | History | Added to | 4,988 | 430 | 0.02% | 0.02% | 278 | +931 | 22.95% | Q4 2025 | Feb 05, 2026 |
| NORTH DALLAS BANK & TRUST CO | History | New | 4,944 | 426 | 0.28% | — | 279 | +4,944 | New | Q4 2025 | Feb 11, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 4,848 | 417 | 0.13% | 0.31% | 280 | -1,060 | -17.94% | Q4 2025 | Jan 22, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 4,767 | 411 | 0.01% | 0.01% | 281 | -1,000 | -17.34% | Q4 2025 | Feb 11, 2026 |
| LANDAAS & CO /WI /ADV | History | No change | 4,650 | 401 | 0.09% | 0.09% | 282 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| WBH ADVISORY INC | History | No change | 4,652 | 401 | 0.03% | 0.03% | 283 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Financial Perspectives, Inc | History | Reduced | 4,646 | 400 | 0.11% | 0.11% | 284 | -8 | -0.17% | Q4 2025 | Jan 28, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 4,583 | 395 | 0.08% | 0.08% | 285 | +57 | 1.26% | Q4 2025 | Feb 12, 2026 |
| Livet Wealth, LLC | History | New | 4,577 | 394 | 0.24% | — | 286 | +4,577 | New | Q4 2025 | Feb 13, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 4,545 | 392 | 0.12% | 0.15% | 287 | -1,023 | -18.37% | Q4 2025 | Feb 10, 2026 |
| Wealthfront Advisers LLC | History | Added to | 4,543 | 391 | 0.0% | 0.0% | 288 | +1,130 | 33.11% | Q4 2025 | Jan 30, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 4,534 | 391 | 0.04% | 0.05% | 289 | -23 | -0.5% | Q4 2025 | Feb 10, 2026 |
| AMG National Trust Bank | History | Added to | 4,501 | 388 | 0.01% | 0.01% | 290 | +32 | 0.72% | Q4 2025 | Jan 30, 2026 |
| Blankinship & Foster, LLC | History | Added to | 4,458 | 384 | 0.08% | 0.08% | 291 | +60 | 1.36% | Q4 2025 | Jan 23, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | New | 4,450 | 383 | 0.02% | — | 293 | +4,450 | New | Q4 2025 | Feb 11, 2026 |
| Integrated Advisors Network LLC | History | Added to | 4,445 | 383 | 0.02% | 0.02% | 292 | +30 | 0.68% | Q4 2025 | Feb 17, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 4,444 | 383 | 0.03% | 0.03% | 294 | +12 | 0.27% | Q4 2025 | Feb 17, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 4,440 | 382 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sage Capital Advisors,llc | History | No change | 4,413 | 380 | 0.09% | 0.09% | 296 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 4,392 | 378 | 0.0% | 0.01% | 297 | -543 | -11.0% | Q4 2025 | Feb 03, 2026 |
| Strategic Wealth Advisors LLC | History | New | 4,378 | 377 | 0.32% | — | 298 | +4,378 | New | Q4 2025 | Feb 03, 2026 |
| StoneX Group Inc. | History | Added to | 4,349 | 375 | 0.02% | 0.01% | 299 | +1,443 | 49.66% | Q4 2025 | Feb 12, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 4,341 | 374 | 0.14% | 0.15% | 300 | +41 | 0.95% | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | Added to | 4,330 | 373 | 0.01% | 0.01% | 301 | +1,028 | 31.13% | Q4 2025 | Feb 06, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 4,331 | 373 | 0.03% | 0.02% | 302 | +369 | 9.31% | Q4 2025 | Jan 13, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 4,290 | 369 | 0.05% | 0.05% | 303 | -26 | -0.6% | Q4 2025 | Jan 23, 2026 |
| Traction Financial Partners, LLC | History | No change | 4,241 | 365 | 0.22% | 0.22% | 304 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| EWA, LLC | History | Reduced | 4,198 | 362 | 0.09% | 0.1% | 306 | -53 | -1.25% | Q4 2025 | Feb 03, 2026 |
| Visionary Wealth Advisors | History | Added to | 4,199 | 362 | 0.02% | 0.02% | 305 | +28 | 0.67% | Q4 2025 | Feb 13, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 4,172 | 359 | 0.04% | 0.04% | 307 | -298 | -6.67% | Q4 2025 | Jan 28, 2026 |
| TME FINANCIAL, INC. | History | Reduced | 4,119 | 355 | 0.25% | 0.27% | 308 | -120 | -2.83% | Q4 2025 | Jan 27, 2026 |
| Diversified Enterprises, LLC | History | Added to | 4,115 | 354 | 0.02% | 0.02% | 309 | +416 | 11.25% | Q4 2025 | Jan 28, 2026 |
| Stablepoint Partners, LLC | History | Reduced | 4,078 | 351 | 0.05% | 0.06% | 310 | -606 | -12.94% | Q4 2025 | Jan 13, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 4,055 | 349 | 0.06% | 0.06% | 311 | +44 | 1.1% | Q4 2025 | Jan 27, 2026 |
| Nabity-Jensen Investment Management Inc | History | No change | 4,053 | 349 | 0.24% | 0.24% | 312 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 4,040 | 348 | 0.0% | 0.0% | 313 | -42 | -1.03% | Q4 2025 | Jan 29, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 3,993 | 344 | 0.03% | 0.03% | 314 | -250 | -5.89% | Q4 2025 | Jan 23, 2026 |
| Forum Private Client Group LLC | History | Reduced | 3,958 | 341 | 0.12% | 0.15% | 315 | -887 | -18.31% | Q4 2025 | Feb 06, 2026 |
| ALESCO ADVISORS LLC | History | No change | 3,925 | 338 | 0.01% | 0.01% | 316 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Urban Wealth Management, LLC | History | New | 3,915 | 337 | 0.31% | — | 317 | +3,915 | New | Q4 2025 | Jan 30, 2026 |
| CEERA INVESTMENTS, LLC | History | No change | 3,810 | 328 | 0.13% | 0.1% | 318 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Syntegra Private Wealth Group, LLC | History | Added to | 3,783 | 326 | 0.03% | 0.03% | 320 | +159 | 4.39% | Q4 2025 | Feb 10, 2026 |
| Centurion Wealth Management LLC | History | No change | 3,781 | 326 | 0.07% | 0.07% | 319 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | New | 3,732 | 321 | 0.02% | — | 321 | +3,732 | New | Q4 2025 | Jan 23, 2026 |
| American Wealth Advisors, LLC | History | Added to | 3,707 | 319 | 0.31% | 0.31% | 322 | +37 | 1.01% | Q4 2025 | Jan 26, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 3,669 | 316 | 0.0% | 0.0% | 323 | -166 | -4.33% | Q4 2025 | Feb 12, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | Added to | 3,634 | 313 | 0.05% | 0.05% | 324 | +49 | 1.37% | Q4 2025 | Jan 27, 2026 |
| AE Wealth Management LLC | History | Added to | 3,530 | 304 | 0.0% | 0.0% | 325 | +873 | 32.86% | Q4 2025 | Jan 26, 2026 |
| GDS Wealth Management | History | Reduced | 3,532 | 304 | 0.02% | 0.02% | 326 | -56 | -1.56% | Q4 2025 | Feb 02, 2026 |
| Fisher Asset Management, LLC | History | Added to | 3,515 | 303 | 0.0% | 0.0% | 327 | +530 | 17.76% | Q4 2025 | Feb 09, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 3,507 | 302 | 0.01% | 0.01% | 328 | +180 | 5.41% | Q4 2025 | Jan 30, 2026 |
| VANGUARD GROUP INC | History | Added to | 3,468 | 299 | 0.0% | 0.0% | 329 | +358 | 11.51% | Q4 2025 | Jan 29, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 3,458 | 298 | 0.0% | 0.0% | 330 | +288 | 9.09% | Q4 2025 | Feb 12, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 3,465 | 298 | 0.12% | 0.12% | 331 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Wedmont Private Capital | History | Added to | 3,417 | 296 | 0.01% | 0.01% | 333 | +266 | 8.44% | Q4 2025 | Jan 08, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 3,434 | 296 | 0.08% | 0.07% | 332 | +28 | 0.82% | Q4 2025 | Jan 07, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 3,403 | 293 | 0.01% | 0.01% | 334 | -93 | -2.66% | Q4 2025 | Jan 20, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 3,361 | 289 | 0.07% | 0.07% | 335 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Midwest Trust Co | History | New | 3,323 | 286 | 0.0% | — | 337 | +3,323 | New | Q4 2025 | Feb 04, 2026 |
| DRAVO BAY LLC | History | Added to | 3,319 | 286 | 0.12% | 0.12% | 336 | +197 | 6.31% | Q4 2025 | Jan 27, 2026 |
| ARWA LLC | History | New | 3,307 | 285 | 0.17% | — | 338 | +3,307 | New | Q4 2025 | Feb 27, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 3,263 | 281 | 0.02% | — | 341 | +3,263 | New | Q4 2025 | Feb 17, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 3,264 | 281 | 0.01% | 0.02% | 340 | -315 | -8.8% | Q4 2025 | Jan 28, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 3,258 | 281 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Rare Wolf Capital LLC | History | New | 3,215 | 277 | 0.17% | — | 343 | +3,215 | New | Q4 2025 | Feb 19, 2026 |
| Bolthouse Investments, LLC | History | No change | 3,220 | 277 | 0.25% | 0.25% | 342 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| COMMERCE BANK | History | No change | 3,193 | 275 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sowell Financial Services LLC | History | Reduced | 3,181 | 274 | 0.01% | 0.01% | 345 | -66 | -2.03% | Q4 2025 | Jan 21, 2026 |
| Pathway Financial Advisors LLC | History | Reduced | 3,145 | 273 | 0.03% | 0.04% | 346 | -545 | -14.77% | Q4 2025 | Jan 14, 2026 |
| San Luis Wealth Advisors LLC | History | Reduced | 3,160 | 272 | 0.05% | 1.02% | 347 | -63,720 | -95.28% | Q4 2025 | Jan 26, 2026 |
| First Citizens Financial Corp | History | No change | 3,143 | 271 | 0.13% | 0.13% | 348 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 3,131 | 270 | 0.02% | 0.02% | 350 | +4 | 0.13% | Q4 2025 | Feb 20, 2026 |
| FULTON BANK, N.A. | History | No change | 3,131 | 270 | 0.01% | 0.01% | 349 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 3,120 | 269 | 0.02% | 0.02% | 351 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 3,112 | 268 | 0.18% | 0.19% | 353 | +5 | 0.16% | Q4 2025 | Jan 27, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 3,109 | 268 | 0.01% | 0.01% | 352 | +3 | 0.1% | Q4 2025 | Feb 10, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 3,046 | 263 | 0.01% | 0.01% | 354 | +521 | 20.63% | Q4 2025 | Feb 13, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 3,017 | 260 | 0.06% | 0.07% | 355 | +527 | 21.16% | Q4 2025 | Feb 12, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 3,009 | 259 | 0.01% | 0.01% | 356 | +480 | 18.98% | Q4 2025 | Jan 20, 2026 |
| Apeiron RIA LLC | History | Added to | 3,013 | 259 | 0.05% | 0.06% | 357 | +1 | 0.03% | Q4 2025 | Feb 03, 2026 |
| Waverly Advisors, LLC | History | Reduced | 2,974 | 256 | 0.0% | 0.01% | 358 | -3,220 | -51.99% | Q4 2025 | Feb 17, 2026 |
| INVESTED ADVISORS | History | New | 2,971 | 256 | 0.27% | — | 359 | +2,971 | New | Q4 2025 | Jan 26, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 2,937 | 253 | 0.0% | — | 361 | +2,937 | New | Q4 2025 | Feb 18, 2026 |
| Claro Advisors Inc. | History | No change | 2,944 | 253 | 0.03% | 0.04% | 360 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Peak Financial Management, Inc. | History | Added to | 2,930 | 252 | 0.06% | 0.07% | 362 | +2 | 0.07% | Q4 2025 | Jan 23, 2026 |
| Catalyst Investment Management LLC | History | New | 2,920 | 251 | 0.24% | — | 364 | +2,920 | New | Q4 2025 | Feb 20, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 2,914 | 251 | 0.03% | 0.03% | 363 | -151 | -4.93% | Q4 2025 | Jan 15, 2026 |
| PDS Planning, Inc | History | Reduced | 2,868 | 247 | 0.02% | 0.02% | 365 | -62 | -2.12% | Q4 2025 | Jan 26, 2026 |
| Blue Zone Wealth Advisors, LLC | History | Reduced | 2,867 | 247 | 0.05% | 0.05% | 366 | -35 | -1.21% | Q4 2025 | Jan 21, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,851 | 245 | 0.0% | 0.0% | 367 | -145 | -4.84% | Q4 2025 | Jan 30, 2026 |
| PLANNING DIRECTIONS INC | History | Added to | 2,839 | 244 | 0.12% | 0.12% | 368 | +33 | 1.18% | Q4 2025 | Jan 21, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 2,823 | 243 | 0.03% | 0.03% | 369 | -20 | -0.7% | Q4 2025 | Jan 09, 2026 |
| MANAGED ASSET PORTFOLIOS, LLC | History | New | 2,799 | 241 | 0.03% | — | 370 | +2,799 | New | Q4 2025 | Jan 29, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 2,787 | 240 | 0.03% | 0.03% | 371 | +10 | 0.36% | Q4 2025 | Feb 13, 2026 |
| Csenge Advisory Group | History | Added to | 2,765 | 238 | 0.01% | 0.01% | 372 | +278 | 11.18% | Q4 2025 | Feb 06, 2026 |
| Kaufman Rossin Wealth, LLC | History | Added to | 2,767 | 238 | 0.12% | 0.13% | 373 | +14 | 0.51% | Q4 2025 | Jan 14, 2026 |
| Veery Capital, LLC | History | No change | 2,739 | 236 | 0.07% | 0.07% | 374 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BESSEMER GROUP INC | History | No change | 2,719 | 235 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 2,729 | 235 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 2,732 | 235 | 0.07% | 0.07% | 377 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 2,724 | 234 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 2,708 | 233 | 0.0% | 0.0% | 379 | -166 | -5.78% | Q4 2025 | Jan 22, 2026 |
| Richmond Investment Services, LLC | History | Added to | 2,706 | 233 | 0.04% | 0.04% | 380 | +16 | 0.59% | Q4 2025 | Feb 12, 2026 |
| WARNER FINANCIAL, INC | History | No change | 2,676 | 231 | 0.08% | 0.08% | 381 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 2,650 | 229 | 0.02% | 0.02% | 382 | +1 | 0.04% | Q4 2025 | Jan 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 2,644 | 228 | 0.0% | 0.0% | 383 | +1 | 0.04% | Q4 2025 | Feb 12, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 2,590 | 223 | 0.03% | 0.03% | 384 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 2,568 | 221 | 0.12% | 0.12% | 385 | +9 | 0.35% | Q4 2025 | Jan 23, 2026 |
| Sun Financial Inc | History | New | 2,562 | 220 | 0.12% | — | 387 | +2,562 | New | Q4 2025 | Feb 02, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 2,557 | 220 | 0.02% | 0.02% | 386 | +12 | 0.47% | Q4 2025 | Jan 09, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 2,548 | 219 | 0.09% | 0.09% | 388 | +22 | 0.87% | Q4 2025 | Jan 22, 2026 |
| EP Wealth Advisors, LLC | History | New | 2,529 | 218 | 0.0% | — | 389 | +2,529 | New | Q4 2025 | Feb 18, 2026 |
| CreativeOne Wealth, LLC | History | New | 2,438 | 210 | 0.01% | — | 390 | +2,438 | New | Q4 2025 | Feb 13, 2026 |
| Straight Path Wealth Management | History | No change | 2,446 | 210 | 0.06% | 0.06% | 391 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 2,423 | 209 | 0.01% | 0.02% | 392 | -492 | -16.88% | Q4 2025 | Feb 13, 2026 |
| Asset Dedication, LLC | History | No change | 2,419 | 208 | 0.01% | 0.01% | 393 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Hudson Oak Wealth Advisory LLC | History | New | 2,388 | 205 | 0.18% | — | 395 | +2,388 | New | Q4 2025 | Jan 23, 2026 |
| Sensible Money, LLC | History | No change | 2,382 | 205 | 0.07% | 0.07% | 394 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 2,343 | 203 | 0.0% | 0.01% | 396 | -754 | -24.35% | Q4 2025 | Jan 26, 2026 |
| Florida Trust Wealth Management Co | History | No change | 2,365 | 203 | 0.01% | 0.01% | 397 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Bestgate Wealth Advisors, LLC | History | Reduced | 2,338 | 201 | 0.35% | 0.63% | 398 | -1,896 | -44.78% | Q4 2025 | Jan 16, 2026 |
| BCU Wealth Advisors, LLC | History | New | 2,328 | 200 | 0.08% | — | 400 | +2,328 | New | Q4 2025 | Jan 30, 2026 |
| Marks Group Wealth Management, Inc | History | New | 2,322 | 200 | 0.02% | — | 399 | +2,322 | New | Q4 2025 | Feb 11, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 2,325 | 200 | 0.0% | 0.0% | 401 | -34 | -1.44% | Q4 2025 | Jan 07, 2026 |
| Gen-Wealth Partners Inc | History | No change | 2,245 | 193 | 0.06% | 0.06% | 402 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CBIZ Investment Advisory Services, LLC | History | New | 2,206 | 190 | 0.01% | — | 403 | +2,206 | New | Q4 2025 | Feb 09, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 2,137 | 184 | 0.14% | — | 404 | +2,137 | New | Q4 2025 | Feb 06, 2026 |
| SYM FINANCIAL Corp | History | No change | 2,112 | 182 | 0.02% | 0.02% | 405 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,010 | 173 | 0.0% | 0.0% | 406 | +155 | 8.36% | Q4 2025 | Feb 09, 2026 |
| FIFTH THIRD BANCORP | History | New | 2,000 | 172 | 0.0% | — | 407 | +2,000 | New | Q4 2025 | Feb 02, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 1,941 | 167 | 0.06% | 0.04% | 408 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Colonial Trust Co / SC | History | No change | 1,917 | 165 | 0.02% | 0.02% | 409 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 1,856 | 160 | 0.0% | 0.0% | 410 | -213 | -10.29% | Q4 2025 | Feb 12, 2026 |
| HM PAYSON & CO | History | No change | 1,735 | 149 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WHITTIER TRUST CO | History | No change | 1,634 | 141 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Archer Investment Corp | History | No change | 1,608 | 138 | 0.03% | 0.03% | 413 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 1,596 | 137 | 0.0% | 0.0% | 414 | -69 | -4.14% | Q4 2025 | Feb 12, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1,577 | 136 | 0.01% | 0.01% | 415 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 1,474 | 127 | 0.01% | 0.01% | 416 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Root Financial Partners, LLC | History | Added to | 1,406 | 121 | 0.01% | 0.01% | 417 | +3 | 0.21% | Q4 2025 | Feb 10, 2026 |
| Colonial Trust Advisors | History | Added to | 1,327 | 114 | 0.01% | 0.0% | 418 | +677 | 104.15% | Q4 2025 | Feb 12, 2026 |
| Triumph Capital Management | History | New | 1,237 | 106 | 0.02% | — | 419 | +1,237 | New | Q4 2025 | Feb 12, 2026 |
| Paladin Advisory Group, LLC | History | No change | 1,229 | 106 | 0.08% | 0.08% | 420 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| WFA of San Diego, LLC | History | Reduced | 1,219 | 105 | 0.08% | 0.07% | 421 | -3 | -0.25% | Q4 2025 | Feb 17, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 1,212 | 104 | 0.03% | 0.03% | 422 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 1,159 | 99 | 0.01% | 0.01% | 423 | -168 | -12.66% | Q4 2025 | Jan 21, 2026 |
| CX Institutional | History | Added to | 1,153 | 99 | 0.0% | 0.0% | 424 | +35 | 3.13% | Q4 2025 | Feb 02, 2026 |
| Nemes Rush Group LLC | History | Added to | 1,147 | 98 | 0.01% | 0.0% | 425 | +920 | 405.29% | Q4 2025 | Feb 11, 2026 |
| Noble Wealth Management PBC | History | Reduced | 1,091 | 94 | 0.05% | 0.05% | 427 | -60 | -5.21% | Q4 2025 | Jan 05, 2026 |
| Reyes Financial Architecture, Inc. | History | Reduced | 1,093 | 94 | 0.06% | 0.07% | 426 | -54 | -4.71% | Q4 2025 | Jan 26, 2026 |
| FSA Advisors, Inc. | History | New | 10,536 | 89 | 0.06% | — | 428 | +10,536 | New | Q4 2025 | Feb 02, 2026 |
| United Community Bank | History | No change | 1,025 | 88 | 0.03% | 0.03% | 429 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SouthState Bank Corp | History | Reduced | 984 | 84 | 0.0% | 0.0% | 430 | -175 | -15.1% | Q4 2025 | Feb 11, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 977 | 84 | 0.01% | 0.01% | 431 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| HOWE & RUSLING INC | History | New | 931 | 80 | 0.01% | — | 432 | +931 | New | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 910 | 78 | 0.01% | — | 434 | +910 | New | Q4 2025 | Feb 03, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 915 | 78 | 0.01% | 0.0% | 433 | +629 | 219.93% | Q4 2025 | Jan 27, 2026 |
| PRIVATE TRUST CO NA | History | No change | 898 | 77 | 0.01% | 0.01% | 435 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Provident Wealth Management, LLC | History | No change | 875 | 75 | 0.02% | 0.02% | 436 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Running Point Capital Advisors, LLC | History | Added to | 849 | 73 | 0.02% | 0.02% | 437 | +2 | 0.24% | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | Reduced | 821 | 70 | 0.0% | 0.0% | 439 | -61 | -6.92% | Q4 2025 | Feb 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 814 | 70 | 0.0% | 0.0% | 438 | +11 | 1.37% | Q4 2025 | Feb 06, 2026 |
| NBC SECURITIES, INC. | History | No change | 780 | 67 | 0.01% | 0.01% | 440 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 782 | 67 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| WEBSTER BANK, N. A. | History | No change | 650 | 56 | 0.01% | 0.01% | 442 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Elevated Capital Advisors, LLC | History | New | 643 | 55 | 0.01% | — | 443 | +643 | New | Q4 2025 | Jan 27, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 614 | 52 | 0.02% | 0.04% | 444 | -726 | -54.18% | Q4 2025 | Jan 09, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 580 | 50 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Integrity Financial Corp /WA | History | No change | 563 | 48 | 0.02% | 0.02% | 446 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WPG Advisers, LLC | History | Added to | 525 | 45 | 0.03% | 0.03% | 447 | +30 | 6.06% | Q4 2025 | Jan 28, 2026 |
| Ancora Advisors LLC | History | Reduced | 510 | 44 | 0.0% | 0.0% | 448 | -200 | -28.17% | Q4 2025 | Feb 17, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 500 | 43 | 0.02% | 0.16% | 450 | -3,700 | -88.1% | Q4 2025 | Jan 20, 2026 |
| CKW FINANCIAL GROUP | History | No change | 500 | 43 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 494 | 42 | 0.04% | 0.04% | 451 | +7 | 1.44% | Q4 2025 | Jan 26, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Added to | 480 | 41 | 0.01% | 0.01% | 452 | +2 | 0.42% | Q4 2025 | Jan 21, 2026 |
| Dunhill Financial, LLC | History | Added to | 402 | 34 | 0.01% | 0.0% | 453 | +370 | 1156.25% | Q4 2025 | Jan 29, 2026 |
| Fairscale Capital, LLC | History | No change | 405 | 34 | 0.02% | 0.02% | 454 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Hanson & Doremus Investment Management | History | No change | 362 | 31 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 354 | 30 | 0.0% | — | 457 | +343 | 3118.18% | Q4 2025 | Jan 20, 2026 |
| Westside Investment Management, Inc. | History | No change | 358 | 30 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Wealth Watch Advisors, INC | History | No change | 355 | 30 | 0.01% | 0.01% | 458 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 319 | 27 | 0.0% | — | 461 | +319 | New | Q4 2025 | Jan 27, 2026 |
| Spire Wealth Management | History | Added to | 317 | 27 | 0.0% | 0.0% | 460 | +61 | 23.83% | Q4 2025 | Jan 14, 2026 |
| BFSG, LLC | History | No change | 316 | 27 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 308 | 26 | 0.0% | 0.0% | 462 | -126 | -29.03% | Q4 2025 | Jan 07, 2026 |
| SIGNATUREFD, LLC | History | No change | 308 | 26 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 291 | 25 | 0.01% | — | 464 | +286 | 5720.0% | Q4 2025 | Jan 20, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 292 | 25 | 0.01% | 0.01% | 465 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Added to | 286 | 24 | 0.01% | 0.01% | 466 | +4 | 1.42% | Q4 2025 | Jan 23, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 285 | 24 | 0.01% | 0.01% | 467 | +4 | 1.42% | Q4 2025 | Feb 04, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 276 | 23 | 0.0% | — | 468 | +276 | New | Q4 2025 | Feb 13, 2026 |
| BAYBAN | History | New | 267 | 23 | 0.02% | — | 470 | +267 | New | Q4 2025 | Mar 05, 2026 |
| Glassman Wealth Services | History | No change | 268 | 23 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 245 | 21 | 0.0% | 0.0% | 473 | -267 | -52.15% | Q4 2025 | Jan 13, 2026 |
| Measured Wealth Private Client Group, LLC | History | New | 244 | 21 | 0.01% | — | 472 | +244 | New | Q4 2025 | Feb 10, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 252 | 21 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 214 | 18 | 0.0% | 0.0% | 475 | +1 | 0.47% | Q4 2025 | Feb 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 217 | 18 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MCF Advisors LLC | History | New | 200 | 17 | 0.0% | — | 476 | +200 | New | Q4 2025 | Feb 11, 2026 |
| FIRST COMMUNITY TRUST NA | History | New | 188 | 16 | 0.01% | — | 477 | +188 | New | Q4 2025 | Jan 16, 2026 |
| Laurel Wealth Advisors LLC | History | New | 188 | 16 | 0.0% | — | 478 | +188 | New | Q4 2025 | Jan 30, 2026 |
| LRI Investments, LLC | History | Reduced | 185 | 15 | 0.0% | 0.0% | 481 | -29 | -13.55% | Q4 2025 | Feb 04, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 177 | 15 | 0.01% | 0.01% | 479 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 180 | 15 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CENTRAL TRUST Co | History | New | 163 | 14 | 0.0% | — | 482 | +163 | New | Q4 2025 | Feb 02, 2026 |
| Nalls Sherbakoff Group, LLC | History | Added to | 167 | 14 | 0.01% | 0.01% | 483 | +1 | 0.6% | Q4 2025 | Mar 12, 2026 |
| Avion Wealth | History | No change | 171 | 14 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Boreal Capital Management LLC | History | Reduced | 160 | 13 | 0.01% | 0.15% | 487 | -2,060 | -92.79% | Q4 2025 | Feb 17, 2026 |
| SHP Wealth Management | History | New | 162 | 13 | 0.0% | — | 486 | +162 | New | Q4 2025 | Mar 04, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 150 | 13 | 0.0% | 0.0% | 485 | +48 | 47.06% | Q4 2025 | Feb 09, 2026 |
| Sound Income Strategies, LLC | History | No change | 138 | 12 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Cornerstone Financial Management LLC | History | New | 132 | 11 | 0.01% | — | 493 | +132 | New | Q4 2025 | Feb 13, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 135 | 11 | 0.0% | 0.0% | 490 | -75 | -35.71% | Q4 2025 | Feb 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 137 | 11 | 0.0% | 0.0% | 492 | +2 | 1.48% | Q4 2025 | Jan 15, 2026 |
| Key FInancial Inc | History | No change | 128 | 11 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Millstone Evans Group, LLC | History | No change | 128 | 11 | 0.01% | 0.01% | 491 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 125 | 10 | 0.0% | 0.01% | 494 | -2,930 | -95.91% | Q4 2025 | Feb 06, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 104 | 8 | 0.0% | 0.0% | 495 | -11 | -9.57% | Q4 2025 | Feb 11, 2026 |
| Center for Financial Planning, Inc. | History | No change | 103 | 8 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| JNBA Financial Advisors | History | Added to | 88 | 7 | 0.0% | 0.0% | 499 | +75 | 576.92% | Q4 2025 | Jan 26, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 91 | 7 | 0.0% | 0.0% | 498 | +1 | 1.11% | Q4 2025 | Feb 12, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 84 | 7 | 0.0% | 0.0% | 500 | +1 | 1.2% | Q4 2025 | Feb 11, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 91 | 7 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| 10Elms LLP | History | No change | 89 | 7 | 0.01% | 0.01% | 501 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Caldwell Trust Co | History | No change | 87 | 7 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 74 | 6 | 0.0% | — | 503 | +74 | New | Q4 2025 | Feb 11, 2026 |
| BankPlus Trust Department | History | No change | 69 | 5 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 50 | 4 | 0.0% | 0.0% | 506 | +26 | 108.33% | Q4 2025 | Feb 13, 2026 |
| TRUST CO OF VERMONT | History | No change | 47 | 4 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 53 | 4 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 46 | 3 | 0.0% | — | 512 | +46 | New | Q4 2025 | Jan 22, 2026 |
| Cape Investment Advisory, Inc. | History | New | 45 | 3 | 0.0% | — | 511 | +45 | New | Q4 2025 | Feb 17, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 31 | 3 | 0.0% | — | 514 | +31 | New | Q4 2025 | Feb 12, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 36 | 3 | 0.0% | 0.0% | 510 | -26 | -41.94% | Q4 2025 | Jan 22, 2026 |
| EASTERN BANK | History | Added to | 40 | 3 | 0.0% | 0.0% | 508 | +11 | 37.93% | Q4 2025 | Jan 14, 2026 |
| MOTCO | History | No change | 39 | 3 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GAMMA Investing LLC | History | No change | 41 | 3 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| FIRST HORIZON CORP | History | New | 32 | 2 | 0.0% | — | 515 | +32 | New | Q4 2025 | Jan 27, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 30 | 2 | 0.0% | — | 519 | +30 | New | Q4 2025 | Feb 19, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 28 | 2 | 0.0% | 0.0% | 516 | +15 | 115.38% | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 26 | 2 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Abound Wealth Management | History | No change | 28 | 2 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| OBSIDIAN CIO, LLC | History | New | 33 | 1 | 0.0% | — | 522 | +33 | New | Q4 2025 | Feb 18, 2026 |
| BLUELINE ADVISORS LLC | History | New | 22 | 1 | 0.0% | — | 526 | +22 | New | Q4 2025 | Feb 10, 2026 |
| OPTIMA CAPITAL LLC | History | New | 18 | 1 | 0.0% | — | 525 | +18 | New | Q4 2025 | Jan 23, 2026 |
| PFS Partners, LLC | History | New | 17 | 1 | 0.0% | — | 524 | +17 | New | Q4 2025 | Jan 16, 2026 |
| Johnson Financial Group, Inc. | History | New | 13 | 1 | 0.0% | — | 520 | +13 | New | Q4 2025 | Feb 12, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 12 | 1 | 0.0% | — | 523 | +12 | New | Q4 2025 | Feb 05, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Kingsview Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -65,198 | -100.0% | Q3 2025 | Nov 12, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -59,646 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -34,803 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,535 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -16,400 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MOULTON WEALTH MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.75% | — | -12,090 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Blue Barn Wealth, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -6,081 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ASHTON THOMAS SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -5,761 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -5,597 | -100.0% | Q3 2025 | Nov 13, 2025 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,395 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,536 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Ackerman Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -4,300 | -100.0% | Q3 2025 | Oct 22, 2025 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.18% | — | -3,906 | -100.0% | Q3 2025 | Oct 29, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,654 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,651 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Family Capital Trust Co | History | Closed out | 0 | 0 | — | 0.1% | — | -3,550 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -3,075 | -100.0% | Q3 2025 | Nov 10, 2025 |
| OneAscent Financial Services LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,878 | -100.0% | Q3 2025 | Oct 31, 2025 |
| NorthRock Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,672 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sovereign Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -2,550 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Independence Bank of Kentucky | History | Closed out | 0 | 0 | — | 0.03% | — | -2,500 | -100.0% | Q3 2025 | Oct 09, 2025 |
| CENTAURUS FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,385 | -100.0% | Q3 2025 | Nov 20, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -873 | -100.0% | Q3 2025 | Nov 03, 2025 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -867 | -100.0% | Q3 2025 | Oct 31, 2025 |
| EPG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -638 | -100.0% | Q3 2025 | Nov 03, 2025 |
| First Pacific Financial | History | Closed out | 0 | 0 | — | 0.0% | — | -371 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Founders Financial Alliance, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -303 | -100.0% | Q3 2025 | Nov 07, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -232 | -100.0% | Q3 2025 | Oct 07, 2025 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -217 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -186 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -177 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Orion Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -105 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Bangor Savings Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -99 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Rossmore Private Capital | History | Closed out | 0 | 0 | — | 0.0% | — | -69 | -100.0% | Q3 2025 | Oct 30, 2025 |
| LOGAN CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -67 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Rice Partnership, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -37 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Dogwood Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Fairway Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q3 2025 | Oct 30, 2025 |
| BTG Pactual Asset Management US LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Family Legacy Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q3 2025 | Oct 07, 2025 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Murphy & Mullick Capital Management Corp | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 10, 2026 |
| Darwin Wealth Management, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 22, 2026 |
| Networth Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 22, 2026 |
| Oakworth Capital, Inc. | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 04, 2025 |
| ALERUS FINANCIAL NA | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Kilter Group LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |