iShares, Inc. - ESGE
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 | Reduced | 14,034,714 | 619,913 | 0.05% | 0.04% | 1 | -115,444 | -0.82% | Q4 2025 | Feb 17, 2026 |
| Empower Advisory Group, LLC | History | Added to | 6,376,748 | 281,660 | 0.76% | 0.66% | 2 | +857,108 | 15.53% | Q4 2025 | Feb 12, 2026 |
| NORTHERN TRUST CORP | History | Added to | 5,194,283 | 229,431 | 0.03% | 0.03% | 3 | +250,433 | 5.07% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 4,885,857 | 215,808 | 0.01% | 0.01% | 4 | +78,069 | 1.62% | Q4 2025 | Feb 13, 2026 |
| WIT, LLC | History | Added to | 4,601,324 | 203,240 | 4.07% | 4.51% | 5 | +13,123 | 0.29% | Q4 2025 | Feb 17, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 4,216,469 | 186,803 | 0.45% | 0.46% | 6 | -152,319 | -3.49% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 3,550,393 | 156,820 | 0.05% | 0.04% | 7 | +498,692 | 16.34% | Q4 2025 | Feb 10, 2026 |
| Betterment LLC | History | Reduced | 3,254,323 | 143,743 | 0.27% | 0.28% | 8 | -23,435 | -0.71% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Added to | 2,920,921 | 129,017 | 0.01% | 0.01% | 9 | +389,681 | 15.39% | Q4 2025 | Feb 17, 2026 |
| Wealthfront Advisers LLC | History | Added to | 2,568,072 | 113,431 | 0.25% | 0.25% | 10 | +70,663 | 2.83% | Q4 2025 | Jan 30, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,397,214 | 105,885 | 0.01% | 0.01% | 11 | +32,903 | 1.39% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,345,731 | 103,610 | 0.02% | 0.01% | 12 | +674,952 | 40.4% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 1,962,516 | 86,684 | 0.06% | 0.06% | 13 | +47,289 | 2.47% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 1,514,419 | 66,891 | 0.02% | 0.02% | 14 | +167,624 | 12.45% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,451,003 | 64,112 | 0.01% | 0.01% | 15 | -43,062 | -2.88% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 1,347,917 | 59,537 | 0.0% | 0.0% | 16 | +59,338 | 4.6% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Reduced | 1,278,185 | 56,457 | 0.01% | 0.01% | 17 | -49,788 | -3.75% | Q4 2025 | Jan 29, 2026 |
| Acorns Advisers, LLC | History | Added to | 1,248,070 | 55,127 | 0.41% | 0.42% | 18 | +16,959 | 1.38% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,215,772 | 53,700 | 0.03% | 0.03% | 19 | +15,260 | 1.27% | Q4 2025 | Feb 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 945,667 | 41,770 | 0.06% | 0.07% | 20 | +20,240 | 2.19% | Q4 2025 | Feb 18, 2026 |
| US BANCORP \DE\ | History | Added to | 906,767 | 40,051 | 0.05% | 0.04% | 21 | +34,502 | 3.96% | Q4 2025 | Jan 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 767,299 | 33,891 | 0.02% | 0.02% | 22 | +72,954 | 10.51% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 745,171 | 32,914 | 0.01% | — | 23 | +745,171 | New | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | Reduced | 689,795 | 30,467 | 0.1% | 0.1% | 24 | -15,557 | -2.21% | Q4 2025 | Jan 30, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 641,688 | 28,343 | 0.0% | 0.01% | 25 | -687,052 | -51.71% | Q4 2025 | Mar 25, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 630,493 | 27,848 | 0.1% | 0.08% | 26 | +111,244 | 21.42% | Q4 2025 | Feb 06, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 599,664 | 26,487 | 0.53% | 0.53% | 27 | -18,920 | -3.06% | Q4 2025 | Feb 05, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 555,947 | 24,556 | 0.56% | — | 28 | +555,947 | New | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 450,502 | 19,898 | 0.06% | 0.06% | 29 | +9,118 | 2.07% | Q4 2025 | Feb 02, 2026 |
| IMPACTfolio, LLC | History | Reduced | 448,444 | 19,807 | 8.32% | 9.07% | 30 | -36,019 | -7.43% | Q4 2025 | Jan 07, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 418,881 | 18,501 | 0.0% | 0.0% | 31 | +152,246 | 57.1% | Q4 2025 | Feb 17, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 410,234 | 18,120 | 0.21% | 0.2% | 32 | +8,736 | 2.18% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 379,777 | 16,774 | 0.02% | 0.02% | 33 | +52,848 | 16.16% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 374,844 | 16,556 | 0.0% | — | 34 | +374,844 | New | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 371,275 | 16,399 | 0.02% | 0.02% | 35 | +45,825 | 14.08% | Q4 2025 | Feb 12, 2026 |
| Forefront Analytics, LLC | History | Added to | 363,728 | 16,065 | 14.18% | 8.28% | 36 | +165,743 | 83.71% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 357,711 | 15,800 | 0.02% | 0.02% | 37 | +987 | 0.28% | Q4 2025 | Feb 06, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 352,611 | 15,574 | 0.02% | 0.02% | 38 | -7,058 | -1.96% | Q4 2025 | Feb 13, 2026 |
| EASTERN BANK | History | Reduced | 342,880 | 15,145 | 0.26% | 0.27% | 39 | -2,314 | -0.67% | Q4 2025 | Jan 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 339,079 | 14,977 | 0.0% | 0.0% | 40 | +10,531 | 3.21% | Q4 2025 | Feb 18, 2026 |
| Mariner, LLC | History | Added to | 311,328 | 13,751 | 0.02% | 0.02% | 41 | +13,057 | 4.38% | Q4 2025 | Feb 13, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 302,215 | 13,348 | 0.4% | 0.4% | 42 | +1,356 | 0.45% | Q4 2025 | Jan 16, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 297,361 | 13,134 | 0.0% | 0.0% | 43 | +159,230 | 115.27% | Q4 2025 | Feb 12, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 277,903 | 12,274 | 0.22% | 0.25% | 44 | -4,858 | -1.72% | Q4 2025 | Jan 16, 2026 |
| Corient Private Wealth LLC | History | Reduced | 277,094 | 12,239 | 0.02% | 0.02% | 45 | -28,688 | -9.38% | Q4 2025 | Mar 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 251,142 | 11,093 | 0.03% | 0.03% | 46 | +24,782 | 10.95% | Q4 2025 | Feb 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 237,060 | 10,470 | 0.03% | 0.02% | 47 | +47,042 | 24.76% | Q4 2025 | Feb 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 230,077 | 10,162 | 0.07% | 0.08% | 48 | +24,779 | 12.07% | Q4 2025 | Feb 18, 2026 |
| Global Retirement Partners, LLC | History | Added to | 198,669 | 8,775 | 0.16% | 0.06% | 49 | +134,465 | 209.43% | Q4 2025 | Feb 06, 2026 |
| Composition Wealth, LLC | History | Added to | 194,148 | 8,575 | 0.12% | 0.12% | 50 | +12,300 | 6.76% | Q4 2025 | Feb 02, 2026 |
| CITIGROUP INC | History | Reduced | 192,372 | 8,497 | 0.0% | 0.0% | 51 | -34,744 | -15.3% | Q4 2025 | Feb 13, 2026 |
| DRW Securities, LLC | History | New | 192,321 | 8,494 | 0.22% | — | 52 | +192,321 | New | Q4 2025 | Feb 12, 2026 |
| Ally Invest Advisors Inc. | History | Reduced | 173,309 | 7,655 | 0.53% | 0.54% | 53 | -872 | -0.5% | Q4 2025 | Feb 13, 2026 |
| Intergy Private Wealth, LLC | History | Reduced | 164,238 | 7,254 | 2.19% | 2.24% | 54 | -440 | -0.27% | Q4 2025 | Jan 22, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 162,591 | 7,181 | 0.39% | 0.41% | 55 | -4,191 | -2.51% | Q4 2025 | Feb 13, 2026 |
| MATHER GROUP, LLC. | History | Added to | 158,027 | 6,980 | 0.07% | 0.07% | 56 | +2,469 | 1.59% | Q4 2025 | Jan 13, 2026 |
| Modera Wealth Management, LLC | History | Added to | 152,561 | 6,738 | 0.08% | 0.08% | 57 | +1,937 | 1.29% | Q4 2025 | Jan 21, 2026 |
| O'Brien Wealth Partners LLC | History | Reduced | 151,187 | 6,677 | 0.88% | 0.9% | 58 | -1,054 | -0.69% | Q4 2025 | Jan 22, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 139,856 | 6,200 | 0.01% | 0.01% | 59 | +33,903 | 32.0% | Q4 2025 | Feb 05, 2026 |
| Laurel Wealth Planning LLC | History | Reduced | 138,244 | 6,106 | 3.38% | 3.25% | 60 | -3,503 | -2.47% | Q4 2025 | Jan 23, 2026 |
| Stanich Group LLC | History | Added to | 136,668 | 6,036 | 4.55% | 3.48% | 61 | +5,933 | 4.54% | Q4 2025 | Jan 23, 2026 |
| ALESCO ADVISORS LLC | History | Reduced | 130,514 | 5,764 | 0.15% | 0.15% | 62 | -614 | -0.47% | Q4 2025 | Jan 28, 2026 |
| 3EDGE Asset Management, LP | History | Reduced | 128,787 | 5,688 | 0.3% | 0.32% | 63 | -3,166 | -2.4% | Q4 2025 | Feb 06, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 126,725 | 5,597 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Focus Partners Wealth | History | Reduced | 122,760 | 5,422 | 0.01% | 0.01% | 65 | -533 | -0.43% | Q4 2025 | Feb 13, 2026 |
| BROWN ADVISORY INC | History | Reduced | 118,374 | 5,228 | 0.01% | 0.01% | 66 | -942 | -0.79% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 117,559 | 5,193 | 0.01% | 0.01% | 67 | +23,109 | 24.47% | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 116,498 | 5,145 | 0.03% | 0.03% | 68 | +10,846 | 10.27% | Q4 2025 | Feb 12, 2026 |
| Quent Capital, LLC | History | Added to | 114,840 | 5,072 | 0.37% | 0.42% | 69 | +382 | 0.33% | Q4 2025 | Jan 29, 2026 |
| BAILARD, INC. | History | Added to | 114,349 | 5,050 | 0.11% | 0.1% | 70 | +7,629 | 7.15% | Q4 2025 | Feb 04, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 113,661 | 5,020 | 0.04% | 0.03% | 71 | -6,830 | -5.67% | Q4 2025 | Feb 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 112,370 | 4,963 | 0.01% | 0.02% | 72 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Allworth Financial LP | History | New | 111,337 | 4,917 | 0.02% | — | 73 | +111,337 | New | Q4 2025 | Feb 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 109,898 | 4,854 | 0.0% | 0.0% | 74 | +68,831 | 167.61% | Q4 2025 | Feb 12, 2026 |
| ASSETMARK, INC | History | Added to | 108,665 | 4,799 | 0.01% | 0.01% | 75 | +13,917 | 14.69% | Q4 2025 | Jan 23, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 108,348 | 4,785 | 0.17% | 0.17% | 76 | -2,107 | -1.91% | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 104,419 | 4,612 | 0.0% | 0.0% | 77 | +9,222 | 9.69% | Q4 2025 | Feb 17, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 97,881 | 4,323 | 0.08% | 0.09% | 78 | -1,168 | -1.18% | Q4 2025 | Feb 06, 2026 |
| High Note Wealth, LLC | History | Reduced | 94,983 | 4,195 | 0.82% | 0.83% | 79 | -10 | -0.01% | Q4 2025 | Feb 05, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 90,148 | 3,981 | 0.0% | 0.0% | 80 | -33,651 | -27.18% | Q4 2025 | Feb 10, 2026 |
| GeoWealth Management, LLC | History | Reduced | 86,708 | 3,829 | 0.14% | 0.14% | 81 | -4,051 | -4.46% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 86,440 | 3,818 | 0.01% | 0.01% | 82 | +15,243 | 21.41% | Q4 2025 | Mar 16, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 83,469 | 3,686 | 0.0% | 0.01% | 83 | -3,848 | -4.41% | Q4 2025 | Feb 02, 2026 |
| COMERICA BANK | History | Added to | 83,312 | 3,679 | 0.01% | 0.01% | 84 | +1,882 | 2.31% | Q4 2025 | Jan 29, 2026 |
| NewEdge Advisors, LLC | History | Added to | 83,253 | 3,677 | 0.01% | 0.02% | 85 | +3,244 | 4.05% | Q4 2025 | Feb 18, 2026 |
| Cerity Partners LLC | History | Added to | 81,416 | 3,596 | 0.01% | 0.01% | 86 | +6,589 | 8.81% | Q4 2025 | Feb 11, 2026 |
| Savant Capital, LLC | History | Reduced | 80,357 | 3,549 | 0.02% | 0.03% | 87 | -20,839 | -20.59% | Q4 2025 | Feb 10, 2026 |
| rebel Financial LLC | History | New | 77,389 | 3,418 | 1.46% | — | 88 | +77,389 | New | Q4 2025 | Mar 27, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 76,381 | 3,373 | 0.02% | 0.02% | 89 | +14,072 | 22.58% | Q4 2025 | Feb 12, 2026 |
| Litman Gregory Wealth Management LLC | History | Reduced | 74,667 | 3,298 | 0.24% | 0.25% | 90 | -3,664 | -4.68% | Q4 2025 | Feb 12, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 73,534 | 3,247 | 0.01% | 0.01% | 91 | -3,351 | -4.36% | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 72,876 | 3,218 | 0.05% | 0.04% | 92 | +5,135 | 7.58% | Q4 2025 | Feb 17, 2026 |
| Apella Capital, LLC | History | Added to | 71,535 | 3,159 | 0.06% | 0.07% | 93 | +2,261 | 3.26% | Q4 2025 | Jan 21, 2026 |
| Avise Financial Cooperative, Inc. | History | New | 69,262 | 3,059 | 2.76% | — | 94 | +69,262 | New | Q4 2025 | Feb 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 68,152 | 3,010 | 0.0% | 0.0% | 95 | +1,007 | 1.5% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 66,548 | 2,938 | 0.02% | 0.02% | 96 | +9,950 | 17.58% | Q4 2025 | Feb 17, 2026 |
| AlTi Global, Inc. | History | Added to | 64,723 | 2,858 | 0.06% | 0.06% | 97 | +3,588 | 5.87% | Q4 2025 | Feb 13, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 63,103 | 2,787 | 0.24% | 0.24% | 98 | +907 | 1.46% | Q4 2025 | Feb 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 63,089 | 2,786 | 0.08% | 0.09% | 99 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BOKF, NA | History | Added to | 62,013 | 2,739 | 0.04% | 0.04% | 100 | +6,659 | 12.03% | Q4 2025 | Feb 03, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 61,579 | 2,719 | 0.01% | 0.0% | 101 | +17,205 | 38.77% | Q4 2025 | Feb 17, 2026 |
| CRUX WEALTH ADVISORS | History | Added to | 61,190 | 2,702 | 1.01% | 1.04% | 102 | +870 | 1.44% | Q4 2025 | Jan 21, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 60,945 | 2,692 | 0.21% | 0.2% | 103 | -446 | -0.73% | Q4 2025 | Feb 10, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 60,796 | 2,685 | 0.05% | 0.04% | 104 | +14,768 | 32.08% | Q4 2025 | Jan 16, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 60,077 | 2,653 | 0.07% | 0.06% | 105 | +14,643 | 32.23% | Q4 2025 | Feb 02, 2026 |
| One Wealth Advisors, LLC | History | Added to | 59,467 | 2,626 | 0.32% | 0.28% | 106 | +7,539 | 14.52% | Q4 2025 | Feb 02, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 59,387 | 2,623 | 0.01% | 0.01% | 107 | +11,694 | 24.52% | Q4 2025 | Jan 29, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 58,482 | 2,583 | 0.02% | 0.01% | 108 | +12,288 | 26.6% | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 57,159 | 2,524 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 57,045 | 2,520 | 0.0% | 0.0% | 110 | -21,566 | -27.43% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 56,669 | 2,503 | 0.05% | 0.06% | 111 | -367 | -0.64% | Q4 2025 | Feb 09, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 56,412 | 2,491 | 0.28% | 0.25% | 112 | +4,953 | 9.63% | Q4 2025 | Feb 03, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 56,349 | 2,488 | 0.02% | 0.02% | 113 | +8,624 | 18.07% | Q4 2025 | Feb 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 54,858 | 2,423 | 0.0% | 0.0% | 114 | -252 | -0.46% | Q4 2025 | Feb 17, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 54,546 | 2,409 | 0.01% | 0.01% | 115 | +347 | 0.64% | Q4 2025 | Jan 30, 2026 |
| Archer Investment Management, LLC | History | Reduced | 54,211 | 2,394 | 1.29% | 1.73% | 116 | -10,592 | -16.34% | Q4 2025 | Jan 12, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 52,693 | 2,327 | 0.02% | 0.02% | 117 | +1,982 | 3.91% | Q4 2025 | Feb 13, 2026 |
| Blue Edge Capital, LLC | History | Reduced | 52,609 | 2,323 | 0.31% | 0.34% | 118 | -3,196 | -5.73% | Q4 2025 | Feb 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 50,582 | 2,234 | 0.02% | 0.01% | 119 | +11,263 | 28.65% | Q4 2025 | Feb 17, 2026 |
| Affiance Financial, LLC | History | Reduced | 50,164 | 2,215 | 0.36% | 0.4% | 120 | -615 | -1.21% | Q4 2025 | Jan 21, 2026 |
| Bear Mountain Capital, Inc. | History | Added to | 45,930 | 2,152 | 0.69% | 0.67% | 121 | +250 | 0.55% | Q4 2025 | Jan 22, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 47,212 | 2,085 | 0.03% | 0.02% | 122 | +5,137 | 12.21% | Q4 2025 | Feb 11, 2026 |
| Pitcairn Wealth Advisors LLC | History | New | 45,897 | 2,027 | 0.18% | — | 123 | +45,897 | New | Q4 2025 | Feb 13, 2026 |
| Baron Financial Group, LLC | History | Reduced | 45,452 | 2,007 | 1.08% | 1.1% | 124 | -885 | -1.91% | Q4 2025 | Jan 09, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 45,124 | 1,993 | 0.03% | 0.03% | 125 | +275 | 0.61% | Q4 2025 | Jan 30, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | New | 44,455 | 1,963 | 1.62% | — | 126 | +44,455 | New | Q4 2025 | Feb 05, 2026 |
| Impact Investors, Inc | History | Added to | 44,401 | 1,961 | 1.36% | 0.85% | 127 | +14,519 | 48.59% | Q4 2025 | Jan 21, 2026 |
| TrueWealth Financial Partners | History | New | 44,341 | 1,958 | 1.62% | — | 128 | +44,341 | New | Q4 2025 | Feb 05, 2026 |
| JNBA Financial Advisors | History | Added to | 43,870 | 1,937 | 0.17% | 0.15% | 129 | +5,842 | 15.36% | Q4 2025 | Jan 26, 2026 |
| XY Planning Network, Inc. | History | Added to | 43,352 | 1,914 | 0.33% | 0.55% | 130 | +2,283 | 5.56% | Q4 2025 | Jan 26, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 43,271 | 1,911 | 0.06% | 0.05% | 131 | +1,760 | 4.24% | Q4 2025 | Jan 09, 2026 |
| One Capital Management, LLC | History | Added to | 42,353 | 1,870 | 0.06% | 0.01% | 132 | +32,305 | 321.51% | Q4 2025 | Feb 10, 2026 |
| Davis Wealth Advisors, LLC | History | New | 41,590 | 1,837 | 1.53% | — | 133 | +41,590 | New | Q4 2025 | Feb 17, 2026 |
| HB Wealth Management, LLC | History | Added to | 41,152 | 1,817 | 0.01% | 0.01% | 134 | +2,417 | 6.24% | Q4 2025 | Jan 28, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 40,998 | 1,810 | 0.27% | 0.23% | 135 | +6,034 | 17.26% | Q4 2025 | Jan 27, 2026 |
| Sharkey, Howes & Javer | History | Added to | 40,650 | 1,795 | 0.23% | 0.19% | 136 | +7,027 | 20.9% | Q4 2025 | Jan 13, 2026 |
| Centennial Bank/AR/ | History | Added to | 40,375 | 1,783 | 0.71% | 0.58% | 137 | +6,450 | 19.01% | Q4 2025 | Feb 17, 2026 |
| Haverford Trust Co | History | Reduced | 40,213 | 1,776 | 0.02% | 0.02% | 138 | -361 | -0.89% | Q4 2025 | Feb 13, 2026 |
| Heritage Wealth Advisors | History | Added to | 40,083 | 1,770 | 0.07% | 0.08% | 139 | +60 | 0.15% | Q4 2025 | Feb 13, 2026 |
| Midwest Financial Partners Investments, Inc. | History | New | 40,028 | 1,768 | 0.98% | — | 140 | +40,028 | New | Q4 2025 | Feb 06, 2026 |
| Omega Financial Group, LLC | History | Reduced | 38,820 | 1,714 | 0.56% | 0.59% | 141 | -1,978 | -4.85% | Q4 2025 | Jan 28, 2026 |
| Brookstone Capital Management | History | Added to | 38,601 | 1,705 | 0.02% | 0.02% | 142 | +1,471 | 3.96% | Q4 2025 | Jan 15, 2026 |
| NORTHSTAR ASSET MANAGEMENT INC | History | New | 38,219 | 1,688 | 0.44% | — | 143 | +38,219 | New | Q4 2025 | Feb 12, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 38,176 | 1,686 | 1.67% | — | 144 | +38,176 | New | Q4 2025 | Feb 19, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 37,410 | 1,652 | 0.0% | 0.0% | 145 | +601 | 1.63% | Q4 2025 | Feb 11, 2026 |
| CHOREO, LLC | History | Reduced | 36,934 | 1,638 | 0.02% | 0.02% | 146 | -379 | -1.02% | Q4 2025 | Jan 23, 2026 |
| SOFI WEALTH, LLC | History | Added to | 36,757 | 1,623 | 0.08% | 0.06% | 147 | +10,269 | 38.77% | Q4 2025 | Jan 30, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 36,613 | 1,617 | 0.0% | 0.0% | 148 | +2,900 | 8.6% | Q4 2025 | Feb 10, 2026 |
| Alaska Wealth Advisors, LLC | History | Reduced | 36,590 | 1,616 | 0.21% | 0.23% | 149 | -3,568 | -8.88% | Q4 2025 | Feb 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 36,518 | 1,613 | 0.0% | — | 150 | +36,518 | New | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Added to | 36,467 | 1,611 | 0.0% | 0.0% | 151 | +12,682 | 53.32% | Q4 2025 | Jan 26, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 35,725 | 1,577 | 0.02% | 0.01% | 152 | +19,712 | 123.1% | Q4 2025 | Jan 23, 2026 |
| NorthRock Partners, LLC | History | Added to | 34,970 | 1,544 | 0.03% | 0.01% | 153 | +16,900 | 93.53% | Q4 2025 | Feb 17, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 34,881 | 1,540 | 0.04% | 0.03% | 154 | +5,077 | 17.03% | Q4 2025 | Feb 13, 2026 |
| Legacy Edge Advisors, LLC | History | New | 34,860 | 1,539 | 0.17% | — | 155 | +34,860 | New | Q4 2025 | Feb 02, 2026 |
| Neumann Capital Management, LLC | History | Reduced | 34,825 | 1,538 | 0.44% | 0.46% | 156 | -1,460 | -4.02% | Q4 2025 | Jan 14, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 34,197 | 1,510 | 0.01% | 0.01% | 157 | -662 | -1.9% | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 34,021 | 1,502 | 0.01% | 0.01% | 158 | +14,805 | 77.05% | Q4 2025 | Jan 26, 2026 |
| Wealth Architects, LLC | History | Reduced | 34,002 | 1,501 | 0.14% | 0.14% | 159 | -174 | -0.51% | Q4 2025 | Feb 17, 2026 |
| Amundi | History | Reduced | 33,932 | 1,498 | 0.0% | 0.0% | 160 | -12,785 | -27.37% | Q4 2025 | Feb 17, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 33,148 | 1,464 | 0.04% | 0.05% | 161 | -4,885 | -12.84% | Q4 2025 | Feb 10, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 32,764 | 1,447 | 0.07% | 0.07% | 162 | -528 | -1.59% | Q4 2025 | Jan 23, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 32,637 | 1,441 | 0.17% | 0.18% | 163 | +16 | 0.05% | Q4 2025 | Feb 17, 2026 |
| Maia Wealth LLC | History | Reduced | 29,038 | 1,424 | 0.24% | 0.26% | 164 | -5,850 | -16.77% | Q4 2025 | Feb 17, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Reduced | 31,774 | 1,403 | 0.2% | 0.2% | 165 | -1,257 | -3.81% | Q4 2025 | Jan 26, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | Added to | 31,462 | 1,389 | 0.9% | 0.89% | 166 | +281 | 0.9% | Q4 2025 | Jan 29, 2026 |
| Integris Wealth Management, LLC | History | Reduced | 30,688 | 1,355 | 0.31% | 0.34% | 167 | -1,071 | -3.37% | Q4 2025 | Jan 21, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 30,402 | 1,342 | 0.11% | 0.1% | 168 | +1,303 | 4.48% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 28,779 | 1,332 | 0.0% | 0.0% | 170 | +7,360 | 34.36% | Q4 2025 | Jan 08, 2026 |
| WESBANCO BANK INC | History | No change | 30,176 | 1,332 | 0.04% | 0.04% | 169 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 30,094 | 1,329 | 0.01% | 0.01% | 171 | +1,837 | 6.5% | Q4 2025 | Feb 13, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 30,024 | 1,326 | 0.03% | 0.03% | 172 | +1,542 | 5.41% | Q4 2025 | Feb 03, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 30,000 | 1,325 | 0.05% | 0.05% | 173 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| EQ LLC | History | Added to | 29,808 | 1,316 | 0.38% | 0.4% | 174 | +2,426 | 8.86% | Q4 2025 | Feb 10, 2026 |
| Wealth Advisory Team LLC | History | New | 29,313 | 1,294 | 1.14% | — | 176 | +29,313 | New | Q4 2025 | Feb 05, 2026 |
| Weil Company, Inc. | History | Reduced | 29,305 | 1,294 | 0.3% | 0.32% | 175 | -1,062 | -3.5% | Q4 2025 | Jan 14, 2026 |
| Torren Management, LLC | History | New | 29,282 | 1,293 | 0.66% | — | 177 | +29,282 | New | Q4 2025 | Jan 30, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | Reduced | 28,840 | 1,273 | 0.11% | 0.11% | 178 | -201 | -0.69% | Q4 2025 | Jan 30, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 26,571 | 1,173 | 0.83% | 0.78% | 179 | +1,836 | 7.42% | Q4 2025 | Feb 13, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 26,460 | 1,168 | 0.07% | 0.07% | 180 | -2,565 | -8.84% | Q4 2025 | Feb 06, 2026 |
| Vision Capital Management, Inc. | History | Added to | 26,286 | 1,161 | 0.14% | 0.14% | 181 | +308 | 1.19% | Q4 2025 | Jan 27, 2026 |
| Trust Co | History | Reduced | 25,977 | 1,147 | 0.11% | 0.12% | 182 | -17 | -0.07% | Q4 2025 | Jan 15, 2026 |
| Asset Dedication, LLC | History | Reduced | 25,920 | 1,144 | 0.08% | 0.08% | 183 | -461 | -1.75% | Q4 2025 | Jan 26, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Added to | 71,200 | 1,129 | 0.27% | 0.09% | 184 | +62,400 | 709.09% | Q4 2025 | Feb 12, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 25,423 | 1,122 | 0.2% | 0.02% | 185 | +2,566 | 11.23% | Q4 2025 | Mar 04, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 25,299 | 1,117 | 0.24% | 0.31% | 186 | +4,091 | 19.29% | Q4 2025 | Feb 12, 2026 |
| Trilogy Capital Inc. | History | Reduced | 25,115 | 1,109 | 0.05% | 0.05% | 187 | -204 | -0.81% | Q4 2025 | Jan 22, 2026 |
| Equita Financial Network, Inc. | History | Added to | 25,101 | 1,108 | 0.33% | 0.33% | 188 | +2,326 | 10.21% | Q4 2025 | Jan 29, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 24,913 | 1,100 | 0.02% | 0.03% | 189 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 24,743 | 1,092 | 0.13% | 0.13% | 190 | -416 | -1.65% | Q4 2025 | Jan 27, 2026 |
| Johnson Financial Group, Inc. | History | New | 24,464 | 1,080 | 0.04% | — | 191 | +24,464 | New | Q4 2025 | Feb 12, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Reduced | 24,455 | 1,080 | 0.43% | 0.45% | 192 | -384 | -1.55% | Q4 2025 | Feb 11, 2026 |
| Parallel Advisors, LLC | History | Reduced | 24,165 | 1,067 | 0.02% | 0.02% | 193 | -352 | -1.44% | Q4 2025 | Feb 11, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 23,638 | 1,044 | 0.02% | 0.02% | 194 | +5,371 | 29.4% | Q4 2025 | Feb 03, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 23,464 | 1,036 | 0.04% | 0.04% | 195 | -708 | -2.93% | Q4 2025 | Feb 17, 2026 |
| GenTrust, LLC | History | No change | 23,412 | 1,034 | 0.04% | 0.05% | 196 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Opes Wealth Management LLC | History | Reduced | 23,208 | 1,025 | 0.17% | 0.17% | 197 | -50 | -0.21% | Q4 2025 | Feb 02, 2026 |
| WealthShield Partners, LLC | History | Added to | 23,037 | 1,017 | 0.11% | 0.11% | 198 | +476 | 2.11% | Q4 2025 | Feb 03, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 22,321 | 985 | 0.14% | 0.13% | 199 | +1,189 | 5.63% | Q4 2025 | Jan 29, 2026 |
| RFG Advisory, LLC | History | Added to | 21,830 | 964 | 0.02% | 0.02% | 200 | +4,988 | 29.62% | Q4 2025 | Feb 03, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 21,220 | 937 | 0.07% | 0.07% | 201 | -856 | -3.88% | Q4 2025 | Feb 06, 2026 |
| Brooklyn FI, LLC | History | Added to | 21,178 | 935 | 0.2% | 0.2% | 202 | +288 | 1.38% | Q4 2025 | Jan 21, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Reduced | 21,084 | 931 | 0.16% | 0.18% | 203 | -1,155 | -5.19% | Q4 2025 | Feb 17, 2026 |
| Austin Private Wealth, LLC | History | Added to | 20,967 | 926 | 0.07% | 0.06% | 205 | +2,797 | 15.39% | Q4 2025 | Jan 20, 2026 |
| CENTRAL TRUST Co | History | Added to | 20,977 | 926 | 0.02% | 0.02% | 204 | +2,739 | 15.02% | Q4 2025 | Feb 02, 2026 |
| Krilogy Financial LLC | History | Reduced | 19,327 | 920 | 0.03% | 0.04% | 206 | -3,444 | -15.12% | Q4 2025 | Jan 27, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 20,729 | 915 | 0.2% | 0.21% | 207 | -1,231 | -5.61% | Q4 2025 | Feb 04, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 20,472 | 904 | 0.02% | 0.02% | 208 | -235 | -1.13% | Q4 2025 | Jan 07, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 20,174 | 891 | 0.04% | 0.05% | 209 | -4,727 | -18.98% | Q4 2025 | Feb 12, 2026 |
| MainStreet Investment Advisors LLC | History | Reduced | 19,887 | 878 | 0.13% | 0.12% | 210 | -1,020 | -4.88% | Q4 2025 | Feb 10, 2026 |
| Mutual Advisors, LLC | History | Added to | 19,812 | 875 | 0.02% | 0.02% | 211 | +1,861 | 10.37% | Q4 2025 | Feb 02, 2026 |
| Jordan Park Group LLC | History | Reduced | 19,489 | 860 | 0.05% | 0.05% | 212 | -716 | -3.54% | Q4 2025 | Feb 10, 2026 |
| Madrid Wealth Management, LLC | History | New | 19,326 | 853 | 0.69% | — | 213 | +19,326 | New | Q4 2025 | Feb 02, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 19,297 | 852 | 0.02% | 0.03% | 214 | +457 | 2.43% | Q4 2025 | Feb 12, 2026 |
| Ameraudi Asset Management, Inc. | History | No change | 19,302 | 852 | 0.47% | 0.51% | 215 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| OLIO Financial Planning | History | Reduced | 19,251 | 850 | 0.24% | 0.25% | 216 | -139 | -0.72% | Q4 2025 | Jan 21, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 18,962 | 837 | 0.02% | 0.02% | 217 | +574 | 3.12% | Q4 2025 | Jan 29, 2026 |
| Cresset Asset Management, LLC | History | Added to | 18,783 | 829 | 0.0% | 0.0% | 218 | +3 | 0.02% | Q4 2025 | Feb 17, 2026 |
| Napier Financial, LLC | History | New | 18,693 | 825 | 0.21% | — | 219 | +18,693 | New | Q4 2025 | Feb 11, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | New | 18,650 | 823 | 0.01% | — | 220 | +18,650 | New | Q4 2025 | Feb 17, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | Reduced | 18,595 | 821 | 0.41% | 0.45% | 221 | -1,409 | -7.04% | Q4 2025 | Jan 14, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 18,593 | 821 | 0.16% | 0.16% | 222 | +677 | 3.78% | Q4 2025 | Feb 09, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 18,422 | 813 | 0.01% | — | 224 | +18,422 | New | Q4 2025 | Feb 13, 2026 |
| Regal Investment Advisors LLC | History | Added to | 18,416 | 813 | 0.05% | 0.04% | 223 | +3,031 | 19.7% | Q4 2025 | Feb 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 18,293 | 807 | 0.0% | — | 225 | +18,293 | New | Q4 2025 | Feb 18, 2026 |
| Prism Advisors, Inc. | History | No change | 18,093 | 799 | 0.21% | 0.21% | 226 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Reduced | 17,977 | 794 | 0.12% | 0.13% | 228 | -1,020 | -5.37% | Q4 2025 | Jan 13, 2026 |
| Morling Financial Advisors, LLC | History | Added to | 17,992 | 794 | 0.25% | 0.26% | 227 | +177 | 0.99% | Q4 2025 | Feb 06, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | New | 17,961 | 793 | 0.0% | — | 229 | +17,961 | New | Q4 2025 | Feb 05, 2026 |
| Compound Planning, Inc. | History | Added to | 17,780 | 785 | 0.02% | 0.01% | 230 | +8,410 | 89.75% | Q4 2025 | Feb 19, 2026 |
| Plan A Wealth LLC | History | Reduced | 17,608 | 777 | 0.38% | 0.54% | 232 | -6,639 | -27.38% | Q4 2025 | Feb 06, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 17,613 | 777 | 0.21% | 0.21% | 231 | +164 | 0.94% | Q4 2025 | Jan 23, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 17,541 | 774 | 0.38% | 0.41% | 233 | +230 | 1.33% | Q4 2025 | Jan 26, 2026 |
| BIRCHBROOK, INC. | History | Added to | 17,393 | 768 | 0.38% | 0.37% | 234 | +1,045 | 6.39% | Q4 2025 | Feb 04, 2026 |
| WHITTIER TRUST CO | History | Reduced | 16,208 | 750 | 0.01% | 0.01% | 235 | -340 | -2.05% | Q4 2025 | Jan 26, 2026 |
| Boston Standard Wealth Management, LLC | History | Reduced | 16,979 | 749 | 0.12% | 0.13% | 236 | -380 | -2.19% | Q4 2025 | Jan 07, 2026 |
| Western Wealth Management, LLC | History | New | 16,869 | 745 | 0.03% | — | 238 | +16,869 | New | Q4 2025 | Feb 05, 2026 |
| COMMERCE BANK | History | Added to | 16,868 | 745 | 0.0% | 0.0% | 237 | +95 | 0.57% | Q4 2025 | Feb 13, 2026 |
| Bond & Devick Financial Network, Inc. | History | Reduced | 16,826 | 743 | 0.21% | 0.23% | 239 | -528 | -3.04% | Q4 2025 | Jan 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 16,678 | 736 | 0.01% | 0.01% | 240 | +2,913 | 21.16% | Q4 2025 | Jan 07, 2026 |
| Aureum Wealth Management, LLC | History | New | 16,630 | 734 | 0.68% | — | 241 | +16,630 | New | Q4 2025 | Jan 28, 2026 |
| White Lighthouse Investment Management Inc. | History | Reduced | 16,507 | 729 | 0.1% | 0.11% | 242 | -529 | -3.11% | Q4 2025 | Feb 09, 2026 |
| World Investment Advisors | History | Added to | 16,375 | 723 | 0.01% | 0.01% | 243 | +3,619 | 28.37% | Q4 2025 | Mar 12, 2026 |
| eCIO, Inc. | History | Reduced | 16,338 | 721 | 0.34% | 0.27% | 244 | -534 | -3.17% | Q4 2025 | Jan 20, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 16,272 | 718 | 0.0% | 0.0% | 245 | +238 | 1.48% | Q4 2025 | Feb 09, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 16,169 | 714 | 0.04% | 0.04% | 246 | -486 | -2.92% | Q4 2025 | Jan 20, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 16,139 | 712 | 0.02% | 0.05% | 247 | -7,114 | -30.59% | Q4 2025 | Jan 20, 2026 |
| Yukon Wealth Management, Inc. | History | Reduced | 14,839 | 699 | 0.4% | 0.22% | 248 | -584 | -3.79% | Q4 2025 | Feb 10, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 15,678 | 692 | 0.05% | 0.05% | 249 | -54 | -0.34% | Q4 2025 | Jan 27, 2026 |
| PFG Investments, LLC | History | Reduced | 15,637 | 690 | 0.03% | 0.04% | 251 | -298 | -1.87% | Q4 2025 | Jan 26, 2026 |
| Hardy Reed LLC | History | Reduced | 15,626 | 690 | 0.05% | 0.05% | 250 | -45 | -0.29% | Q4 2025 | Feb 06, 2026 |
| Fund Evaluation Group, LLC | History | New | 15,605 | 689 | 0.02% | — | 252 | +15,605 | New | Q4 2025 | Feb 11, 2026 |
| Fort Point Capital Partners LLC | History | No change | 14,603 | 684 | 0.08% | 0.07% | 253 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Capital Analysts, LLC | History | Added to | 15,352 | 678 | 0.02% | 0.02% | 254 | +1,423 | 10.22% | Q4 2025 | Feb 11, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Reduced | 15,318 | 676 | 0.03% | 0.03% | 255 | -50 | -0.33% | Q4 2025 | Feb 13, 2026 |
| Keel Point, LLC | History | Added to | 15,277 | 674 | 0.04% | 0.04% | 256 | +229 | 1.52% | Q4 2025 | Feb 12, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 15,241 | 673 | 0.06% | 0.07% | 257 | -1,877 | -10.97% | Q4 2025 | Feb 10, 2026 |
| Smart Portfolios, LLC | History | Reduced | 15,189 | 670 | 0.67% | 0.67% | 258 | -764 | -4.79% | Q4 2025 | Jan 30, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 15,038 | 664 | 0.02% | 0.02% | 259 | -5 | -0.03% | Q4 2025 | Feb 17, 2026 |
| Summit Wealth Group, LLC | History | Reduced | 14,727 | 650 | 0.15% | 0.16% | 260 | -373 | -2.47% | Q4 2025 | Feb 06, 2026 |
| Benchmark Financial, LLC | History | New | 14,508 | 640 | 0.64% | — | 261 | +14,508 | New | Q4 2025 | Jan 27, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 14,420 | 636 | 0.05% | 0.05% | 262 | +513 | 3.69% | Q4 2025 | Feb 03, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 14,358 | 634 | 0.01% | 0.01% | 263 | -22,104 | -60.62% | Q4 2025 | Feb 13, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 14,345 | 633 | 0.04% | — | 264 | +14,345 | New | Q4 2025 | Feb 17, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | Added to | 14,031 | 619 | 0.29% | 0.3% | 265 | +172 | 1.24% | Q4 2025 | Jan 28, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 13,612 | 601 | 0.05% | 0.04% | 267 | +3,010 | 28.39% | Q4 2025 | Feb 06, 2026 |
| CIBC Asset Management Inc | History | No change | 13,610 | 601 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 13,621 | 601 | 0.07% | 0.07% | 268 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 13,536 | 597 | 0.03% | 0.03% | 269 | -349 | -2.51% | Q4 2025 | Feb 17, 2026 |
| PDS Planning, Inc | History | Reduced | 13,479 | 595 | 0.04% | 0.05% | 270 | -1,696 | -11.18% | Q4 2025 | Jan 26, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 13,370 | 590 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Plancorp, LLC | History | Reduced | 13,344 | 589 | 0.02% | 0.02% | 272 | -879 | -6.18% | Q4 2025 | Feb 05, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 13,340 | 589 | 0.04% | 0.04% | 273 | -81 | -0.6% | Q4 2025 | Jan 28, 2026 |
| Portland Global Advisors LLC | History | No change | 13,275 | 586 | 0.06% | 0.06% | 274 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 13,256 | 585 | 0.09% | 0.09% | 275 | -35 | -0.26% | Q4 2025 | Feb 24, 2026 |
| Facet Wealth, Inc. | History | Added to | 11,935 | 582 | 0.01% | 0.01% | 276 | +2,247 | 23.19% | Q4 2025 | Jan 29, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 13,125 | 579 | 0.02% | 0.02% | 278 | -81 | -0.61% | Q4 2025 | Jan 12, 2026 |
| Shotwell Rutter Baer Inc | History | Added to | 12,646 | 579 | 0.35% | 0.36% | 277 | +9 | 0.07% | Q4 2025 | Jan 12, 2026 |
| Xena Financial Planning, LLC | History | New | 13,030 | 575 | 0.68% | — | 279 | +13,030 | New | Q4 2025 | Jan 15, 2026 |
| Falcon Wealth Planning | History | Reduced | 12,914 | 570 | 0.05% | 0.05% | 280 | -287 | -2.17% | Q4 2025 | Feb 03, 2026 |
| CGN Advisors LLC | History | Added to | 12,905 | 570 | 0.05% | 0.05% | 281 | +141 | 1.1% | Q4 2025 | Jan 05, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 12,645 | 558 | 0.07% | 0.07% | 282 | +431 | 3.53% | Q4 2025 | Feb 13, 2026 |
| Diversified Trust Co | History | Reduced | 12,607 | 556 | 0.01% | 0.01% | 283 | -600 | -4.54% | Q4 2025 | Jan 09, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 11,840 | 553 | 0.02% | 0.02% | 284 | -174 | -1.45% | Q4 2025 | Jan 23, 2026 |
| Foster Group, Inc. | History | Added to | 12,507 | 552 | 0.02% | 0.01% | 285 | +5,830 | 87.31% | Q4 2025 | Jan 12, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Added to | 12,464 | 550 | 0.15% | 0.12% | 287 | +3,285 | 35.79% | Q4 2025 | Jan 12, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 12,472 | 550 | 0.05% | 0.04% | 286 | +2,439 | 24.31% | Q4 2025 | Feb 13, 2026 |
| Sage Advisory Services, Ltd.Co. | History | No change | 12,347 | 545 | 0.3% | 0.28% | 288 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Pine Haven Investment Counsel, Inc | History | Added to | 12,288 | 542 | 0.39% | 0.37% | 289 | +550 | 4.69% | Q4 2025 | Jan 08, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 12,104 | 534 | 0.01% | 0.01% | 290 | -3,134 | -20.57% | Q4 2025 | Jan 14, 2026 |
| MA Private Wealth | History | Reduced | 12,096 | 534 | 0.09% | 0.09% | 291 | -178 | -1.45% | Q4 2025 | Feb 03, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 11,984 | 529 | 0.0% | 0.0% | 292 | -533 | -4.26% | Q4 2025 | Mar 20, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 11,962 | 528 | 0.0% | — | 293 | +11,962 | New | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | Added to | 11,930 | 526 | 0.0% | 0.0% | 294 | +139 | 1.18% | Q4 2025 | Feb 13, 2026 |
| Capital Advantage, Inc. | History | Added to | 11,888 | 525 | 0.07% | 0.07% | 295 | +455 | 3.98% | Q4 2025 | Jan 07, 2026 |
| Atria Investments, Inc | History | Added to | 11,804 | 521 | 0.01% | 0.0% | 296 | +2,394 | 25.44% | Q4 2025 | Feb 05, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Added to | 11,798 | 521 | 0.22% | 0.2% | 298 | +1,393 | 13.39% | Q4 2025 | Feb 18, 2026 |
| TriaGen Wealth Management LLC | History | No change | 11,799 | 521 | 0.13% | 0.13% | 297 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 11,693 | 516 | 0.01% | 0.01% | 299 | -193 | -1.62% | Q4 2025 | Jan 27, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 11,297 | 498 | 0.18% | 0.17% | 300 | +149 | 1.34% | Q4 2025 | Jan 09, 2026 |
| WASHINGTON TRUST BANK | History | Reduced | 11,253 | 497 | 0.03% | 0.04% | 301 | -527 | -4.47% | Q4 2025 | Feb 04, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 11,246 | 496 | 0.01% | 0.0% | 302 | +6,150 | 120.68% | Q4 2025 | Jan 29, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 10,947 | 483 | 0.05% | 0.05% | 303 | +206 | 1.92% | Q4 2025 | Jan 28, 2026 |
| Addison Advisors LLC | History | Reduced | 10,898 | 481 | 0.11% | 0.11% | 304 | -168 | -1.52% | Q4 2025 | Feb 06, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 10,889 | 480 | 0.04% | 0.05% | 305 | -2,190 | -16.74% | Q4 2025 | Jan 26, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Reduced | 10,821 | 477 | 0.09% | 0.09% | 306 | -147 | -1.34% | Q4 2025 | Jan 13, 2026 |
| BLB&B Advisors, LLC | History | Added to | 10,613 | 468 | 0.02% | 0.02% | 307 | +220 | 2.12% | Q4 2025 | Jan 26, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 10,597 | 468 | 0.05% | 0.05% | 308 | -87 | -0.81% | Q4 2025 | Feb 18, 2026 |
| Larson Financial Group LLC | History | Reduced | 10,452 | 461 | 0.02% | 0.02% | 309 | -2,581 | -19.8% | Q4 2025 | Feb 06, 2026 |
| UMB Bank, n.a. | History | Reduced | 10,399 | 459 | 0.01% | 0.01% | 310 | -322 | -3.0% | Q4 2025 | Feb 13, 2026 |
| Meridian Wealth Partners, LLC | History | Reduced | 10,298 | 454 | 0.06% | 0.07% | 311 | -1,112 | -9.75% | Q4 2025 | Feb 13, 2026 |
| Midwest Trust Co | History | No change | 10,153 | 448 | 0.01% | 0.01% | 312 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Garde Capital, Inc. | History | Added to | 9,860 | 435 | 0.03% | 0.01% | 313 | +3,055 | 44.89% | Q4 2025 | Feb 10, 2026 |
| BlueStem Wealth Partners, LLC | History | Reduced | 9,854 | 435 | 0.05% | 0.06% | 314 | -1,769 | -15.22% | Q4 2025 | Feb 06, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 9,336 | 433 | 0.02% | — | 315 | +9,336 | New | Q4 2025 | Feb 03, 2026 |
| Cambridge Financial Group, LLC | History | Added to | 12,340 | 432 | 0.15% | 0.17% | 316 | +351 | 2.93% | Q4 2025 | Jan 09, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 9,622 | 425 | 0.02% | 0.02% | 317 | +480 | 5.25% | Q4 2025 | Jan 21, 2026 |
| Long Run Wealth Advisors, LLC | History | Added to | 9,627 | 425 | 0.08% | 0.08% | 318 | +164 | 1.73% | Q4 2025 | Feb 02, 2026 |
| Keystone Financial Services | History | Added to | 9,607 | 424 | 0.13% | 0.11% | 319 | +1,270 | 15.23% | Q4 2025 | Feb 12, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 8,825 | 420 | 0.14% | 0.11% | 320 | +1,957 | 28.49% | Q4 2025 | Feb 10, 2026 |
| TME FINANCIAL, INC. | History | Added to | 9,518 | 420 | 0.29% | 0.31% | 321 | +7 | 0.07% | Q4 2025 | Jan 27, 2026 |
| SEEDS INVESTOR LLC | History | New | 9,453 | 417 | 0.08% | — | 322 | +9,453 | New | Q4 2025 | Jan 27, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 9,434 | 416 | 0.01% | 0.01% | 323 | +143 | 1.54% | Q4 2025 | Feb 06, 2026 |
| Gemmer Asset Management LLC | History | New | 9,401 | 415 | 0.03% | — | 324 | +9,401 | New | Q4 2025 | Jan 23, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 9,417 | 415 | 0.02% | 0.01% | 325 | +1,558 | 19.82% | Q4 2025 | Feb 06, 2026 |
| ASPIRIANT, LLC | History | New | 9,300 | 410 | 0.01% | — | 326 | +9,300 | New | Q4 2025 | Jan 20, 2026 |
| Plum Street Advisors, LLC | History | No change | 9,245 | 408 | 0.15% | 0.15% | 327 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Added to | 9,020 | 398 | 0.19% | 0.14% | 328 | +2,428 | 36.83% | Q4 2025 | Jan 29, 2026 |
| Argentarii, LLC | History | New | 9,000 | 397 | 0.13% | — | 329 | +9,000 | New | Q4 2025 | Jan 13, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 8,977 | 396 | 0.05% | 0.05% | 330 | +1,254 | 16.24% | Q4 2025 | Jan 14, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 8,944 | 395 | 0.16% | 0.15% | 331 | +653 | 7.88% | Q4 2025 | Feb 09, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 8,900 | 393 | 0.0% | 0.0% | 332 | -25,400 | -74.05% | Q4 2025 | Feb 12, 2026 |
| McAdam, LLC | History | Added to | 8,894 | 392 | 0.02% | 0.01% | 333 | +3,869 | 77.0% | Q4 2025 | Feb 13, 2026 |
| LFA - Lugano Financial Advisors SA | History | New | 8,774 | 387 | 0.2% | — | 334 | +8,774 | New | Q4 2025 | Jan 29, 2026 |
| Caprock Group, LLC | History | No change | 8,654 | 382 | 0.01% | 0.01% | 335 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Reduced | 8,567 | 378 | 0.18% | 0.19% | 336 | -346 | -3.88% | Q4 2025 | Feb 09, 2026 |
| MOLLER WEALTH PARTNERS | History | No change | 8,495 | 375 | 0.08% | 0.08% | 337 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| RHS Financial, LLC | History | Added to | 8,474 | 374 | 0.18% | 0.19% | 338 | +238 | 2.89% | Q4 2025 | Jan 16, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 8,437 | 372 | 0.0% | 0.0% | 340 | +1,349 | 19.03% | Q4 2025 | Jan 29, 2026 |
| Avior Wealth Management, LLC | History | No change | 8,424 | 372 | 0.01% | 0.01% | 339 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 8,366 | 369 | 0.11% | 0.11% | 341 | +203 | 2.49% | Q4 2025 | Feb 12, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 8,331 | 368 | 0.01% | 0.01% | 342 | -83 | -0.99% | Q4 2025 | Jan 22, 2026 |
| Montecito Bank & Trust | History | Reduced | 8,314 | 367 | 0.06% | 0.12% | 343 | -9,020 | -52.04% | Q4 2025 | Jan 09, 2026 |
| Pathstone Holdings, LLC | History | New | 8,183 | 361 | 0.0% | — | 344 | +8,183 | New | Q4 2025 | Feb 13, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 8,051 | 355 | 0.02% | 0.03% | 345 | -2,750 | -25.46% | Q4 2025 | Jan 12, 2026 |
| Williams & Novak, LLC | History | Reduced | 7,872 | 347 | 0.26% | 0.28% | 346 | -475 | -5.69% | Q4 2025 | Feb 05, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 7,854 | 346 | 0.01% | 0.01% | 347 | -1,247 | -13.7% | Q4 2025 | Jan 30, 2026 |
| McCartney Wealth Management LLC | History | New | 7,791 | 344 | 0.3% | — | 348 | +7,791 | New | Q4 2025 | Feb 17, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 7,077 | 337 | 0.22% | 0.2% | 349 | +892 | 14.42% | Q4 2025 | Feb 11, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Added to | 7,628 | 336 | 0.06% | 0.05% | 350 | +680 | 9.79% | Q4 2025 | Jan 27, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | No change | 7,574 | 334 | 0.02% | 0.02% | 351 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| WT Wealth Management | History | Reduced | 7,542 | 333 | 0.1% | 0.1% | 352 | -604 | -7.41% | Q4 2025 | Feb 02, 2026 |
| SCS Capital Management LLC | History | Added to | 7,521 | 332 | 0.0% | 0.0% | 353 | +105 | 1.42% | Q4 2025 | Feb 10, 2026 |
| Community Bank, N.A. | History | Reduced | 7,526 | 332 | 0.04% | 0.04% | 354 | -75 | -0.99% | Q4 2025 | Feb 04, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 7,466 | 329 | 0.03% | 0.03% | 355 | +846 | 12.78% | Q4 2025 | Feb 12, 2026 |
| Private Advisor Group, LLC | History | Reduced | 7,399 | 326 | 0.0% | 0.0% | 356 | -1,593 | -17.72% | Q4 2025 | Feb 17, 2026 |
| Bogart Wealth, LLC | History | Reduced | 7,388 | 326 | 0.01% | 0.01% | 357 | -614 | -7.67% | Q4 2025 | Jan 30, 2026 |
| Warren Street Wealth Advisors, LLC | History | Reduced | 7,340 | 324 | 0.09% | 0.15% | 358 | -4,027 | -35.43% | Q4 2025 | Jan 29, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 7,271 | 321 | 0.0% | 0.15% | 359 | -847,182 | -99.15% | Q4 2025 | Feb 12, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 7,238 | 319 | 0.1% | 0.07% | 360 | +2,215 | 44.1% | Q4 2025 | Feb 11, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 7,190 | 317 | 0.0% | 0.0% | 361 | +1,229 | 20.62% | Q4 2025 | Feb 12, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 7,139 | 315 | 0.01% | — | 362 | +7,139 | New | Q4 2025 | Feb 17, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 7,145 | 315 | 0.01% | 0.01% | 363 | -280 | -3.77% | Q4 2025 | Feb 05, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 7,085 | 312 | 0.01% | 0.01% | 364 | -605 | -7.87% | Q4 2025 | Jan 23, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 7,002 | 309 | 0.03% | 0.04% | 365 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Financial Management LLC | History | New | 6,939 | 306 | 0.29% | — | 366 | +6,939 | New | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | New | 6,886 | 304 | 0.01% | — | 367 | +6,886 | New | Q4 2025 | Feb 13, 2026 |
| Great Diamond Partners, LLC | History | Reduced | 6,865 | 303 | 0.06% | 0.06% | 368 | -712 | -9.4% | Q4 2025 | Feb 06, 2026 |
| Continuum Advisory, LLC | History | Added to | 6,859 | 302 | 0.03% | 0.03% | 369 | +298 | 4.54% | Q4 2025 | Feb 11, 2026 |
| Sharper & Granite LLC | History | Added to | 6,857 | 302 | 0.11% | 0.11% | 370 | +25 | 0.37% | Q4 2025 | Jan 27, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 6,728 | 297 | 0.0% | 0.0% | 371 | +6,466 | 2467.94% | Q4 2025 | Feb 12, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 6,657 | 294 | 0.01% | 0.01% | 372 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CFM WEALTH PARTNERS LLC | History | No change | 6,653 | 293 | 0.04% | 0.04% | 373 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 6,625 | 292 | 0.02% | 0.02% | 374 | -1,514 | -18.6% | Q4 2025 | Jan 21, 2026 |
| Vise Technologies, Inc. | History | New | 6,603 | 291 | 0.01% | — | 375 | +6,603 | New | Q4 2025 | Feb 11, 2026 |
| AE Wealth Management LLC | History | Added to | 6,577 | 290 | 0.0% | 0.0% | 376 | +2,018 | 44.26% | Q4 2025 | Jan 26, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 6,501 | 287 | 0.02% | 0.02% | 377 | -519 | -7.39% | Q4 2025 | Jan 29, 2026 |
| Peak Financial Management, Inc. | History | Added to | 6,497 | 286 | 0.07% | 0.07% | 378 | +155 | 2.44% | Q4 2025 | Jan 23, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 6,462 | 285 | 0.0% | 0.0% | 379 | -30 | -0.46% | Q4 2025 | Feb 09, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 6,413 | 283 | 0.0% | — | 380 | +6,413 | New | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 6,421 | 283 | 0.0% | 0.0% | 381 | +85 | 1.34% | Q4 2025 | Jan 20, 2026 |
| Morton Brown Family Wealth, LLC | History | Reduced | 6,416 | 283 | 0.08% | 0.08% | 382 | -18 | -0.28% | Q4 2025 | Jan 28, 2026 |
| Ryan Investment Management, Inc. | History | Reduced | 6,403 | 282 | 0.16% | 0.24% | 384 | -3,340 | -34.28% | Q4 2025 | Jan 12, 2026 |
| CoreCap Advisors, LLC | History | Added to | 6,385 | 282 | 0.01% | 0.01% | 383 | +622 | 10.79% | Q4 2025 | Jan 13, 2026 |
| R. W. Roge & Company, Inc. | History | Added to | 6,365 | 281 | 0.14% | 0.14% | 385 | +94 | 1.5% | Q4 2025 | Jan 23, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | New | 6,359 | 280 | 0.0% | — | 386 | +6,359 | New | Q4 2025 | Jan 22, 2026 |
| EFG International AG | History | New | 6,359 | 280 | 0.01% | — | 387 | +6,359 | New | Q4 2025 | Feb 17, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Reduced | 6,324 | 279 | 0.05% | 0.05% | 388 | -14 | -0.22% | Q4 2025 | Jan 21, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 6,309 | 278 | 0.08% | 0.12% | 389 | -4,416 | -41.17% | Q4 2025 | Feb 06, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 6,278 | 277 | 0.06% | 0.06% | 390 | +88 | 1.42% | Q4 2025 | Jan 16, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 6,258 | 276 | 0.01% | 0.02% | 391 | -304 | -4.63% | Q4 2025 | Jan 20, 2026 |
| Financial Futures Ltd Liability Co. | History | New | 6,226 | 275 | 0.13% | — | 392 | +6,226 | New | Q4 2025 | Jan 23, 2026 |
| KPP Advisory Services LLC | History | Reduced | 6,200 | 273 | 0.04% | 0.04% | 393 | -610 | -8.96% | Q4 2025 | Feb 02, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 6,154 | 271 | 0.03% | 0.17% | 394 | -31,031 | -83.45% | Q4 2025 | Jan 27, 2026 |
| Capasso Planning Partners LLC | History | Reduced | 6,142 | 271 | 0.15% | 0.18% | 395 | -786 | -11.35% | Q4 2025 | Feb 17, 2026 |
| ROGCO, LP | History | No change | 6,147 | 271 | 0.09% | 0.09% | 396 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Modern Wealth Management, LLC | History | New | 6,123 | 270 | 0.0% | — | 398 | +6,123 | New | Q4 2025 | Feb 17, 2026 |
| JB Capital LLC | History | Added to | 6,121 | 270 | 0.01% | 0.01% | 397 | +972 | 18.88% | Q4 2025 | Jan 20, 2026 |
| Strategic Blueprint, LLC | History | Added to | 6,089 | 268 | 0.02% | 0.01% | 400 | +634 | 11.62% | Q4 2025 | Jan 30, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 6,080 | 268 | 0.05% | 0.05% | 399 | +101 | 1.69% | Q4 2025 | Jan 16, 2026 |
| MOGY JOEL R INVESTMENT COUNSEL INC | History | No change | 6,037 | 266 | 0.01% | 0.01% | 401 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Gateway Wealth Partners, LLC | History | New | 6,014 | 265 | 0.03% | — | 402 | +6,014 | New | Q4 2025 | Feb 11, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Reduced | 6,005 | 265 | 0.27% | 0.25% | 404 | -556 | -8.47% | Q4 2025 | Jan 16, 2026 |
| Keener Financial Planning LLC | History | Added to | 6,008 | 265 | 0.11% | 0.11% | 403 | +488 | 8.84% | Q4 2025 | Jan 23, 2026 |
| Veridan Wealth LLC | History | Reduced | 6,016 | 265 | 0.09% | 0.09% | 405 | -48 | -0.79% | Q4 2025 | Feb 13, 2026 |
| Financial Planning Fort Collins, LLC | History | New | 5,990 | 264 | 0.23% | — | 407 | +5,990 | New | Q4 2025 | Feb 18, 2026 |
| SK Wealth Management, LLC | History | Reduced | 5,451 | 264 | 0.07% | 0.13% | 406 | -2,703 | -33.15% | Q4 2025 | Jan 30, 2026 |
| Bigelow Investment Advisors, LLC | History | Added to | 5,970 | 263 | 0.1% | 0.1% | 408 | +80 | 1.36% | Q4 2025 | Jan 28, 2026 |
| Cranbrook Wealth Management, LLC | History | Added to | 5,950 | 262 | 0.05% | 0.05% | 409 | +86 | 1.47% | Q4 2025 | Jan 28, 2026 |
| Capital Asset Advisory Services LLC | History | New | 5,655 | 261 | 0.01% | — | 410 | +5,655 | New | Q4 2025 | Jan 09, 2026 |
| WBH ADVISORY INC | History | Added to | 5,908 | 260 | 0.02% | 0.02% | 411 | +1,078 | 22.32% | Q4 2025 | Jan 26, 2026 |
| Sage Mountain Advisors LLC | History | No change | 5,876 | 259 | 0.01% | 0.01% | 412 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 5,805 | 256 | 0.04% | 0.04% | 413 | -285 | -4.68% | Q4 2025 | Feb 11, 2026 |
| Armstrong, Fleming & Moore, Inc | History | Added to | 5,781 | 255 | 0.12% | 0.12% | 414 | +34 | 0.59% | Q4 2025 | Jan 16, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 5,655 | 249 | 0.0% | — | 416 | +5,655 | New | Q4 2025 | Feb 19, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | New | 5,642 | 249 | 0.01% | — | 415 | +5,642 | New | Q4 2025 | Feb 10, 2026 |
| W ADVISORS, LLC | History | Reduced | 5,639 | 249 | 0.13% | 0.13% | 417 | -196 | -3.36% | Q4 2025 | Feb 13, 2026 |
| Asempa Wealth Advisors | History | New | 5,526 | 244 | 0.21% | — | 419 | +5,526 | New | Q4 2025 | Jan 08, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 5,525 | 244 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| High Falls Advisors, Inc | History | Added to | 5,519 | 243 | 0.05% | 0.04% | 420 | +535 | 10.73% | Q4 2025 | Feb 18, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | New | 5,409 | 238 | 0.01% | — | 421 | +5,409 | New | Q4 2025 | Jan 26, 2026 |
| Traveka Wealth, LLC | History | New | 5,400 | 238 | 0.1% | — | 422 | +5,400 | New | Q4 2025 | Jan 08, 2026 |
| CAPE ANN SAVINGS BANK | History | New | 5,366 | 237 | 0.12% | — | 423 | +5,366 | New | Q4 2025 | Jan 28, 2026 |
| Richard P Slaughter Associates Inc | History | Added to | 5,316 | 234 | 0.05% | 0.05% | 424 | +6 | 0.11% | Q4 2025 | Jan 12, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 5,319 | 234 | 0.05% | 0.05% | 425 | +5 | 0.09% | Q4 2025 | Jan 26, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 5,227 | 230 | 0.03% | — | 427 | +5,227 | New | Q4 2025 | Jan 26, 2026 |
| West Wealth Group, LLC | History | Added to | 5,207 | 230 | 0.05% | 0.05% | 428 | +86 | 1.68% | Q4 2025 | Jan 26, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 5,216 | 230 | 0.01% | 0.01% | 426 | -3 | -0.06% | Q4 2025 | Jan 22, 2026 |
| SWEENEY & MICHEL, LLC | History | New | 4,600 | 228 | 0.07% | — | 430 | +4,600 | New | Q4 2025 | Feb 13, 2026 |
| Financial Alternatives, Inc | History | Added to | 5,172 | 228 | 0.13% | 0.13% | 429 | +129 | 2.56% | Q4 2025 | Feb 04, 2026 |
| Golden State Equity Partners | History | New | 5,130 | 226 | 0.04% | — | 431 | +5,130 | New | Q4 2025 | Jan 29, 2026 |
| Bison Wealth, LLC | History | New | 5,061 | 226 | 0.03% | — | 432 | +5,061 | New | Q4 2025 | Mar 24, 2026 |
| Keebeck Wealth Management | History | Added to | 5,116 | 225 | 0.03% | 0.03% | 433 | +20 | 0.39% | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | New | 5,085 | 224 | 0.0% | — | 435 | +5,085 | New | Q4 2025 | Feb 13, 2026 |
| Old Peak Finance LLC | History | New | 5,076 | 224 | 0.14% | — | 437 | +5,076 | New | Q4 2025 | Feb 10, 2026 |
| Charter Oak Capital Management, LLC | History | New | 5,075 | 224 | 0.02% | — | 436 | +5,075 | New | Q4 2025 | Jan 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 5,074 | 224 | 0.0% | 0.0% | 434 | +3,294 | 185.06% | Q4 2025 | Feb 11, 2026 |
| PFG Advisors | History | Reduced | 5,053 | 223 | 0.01% | 0.01% | 438 | -1,352 | -21.11% | Q4 2025 | Jan 27, 2026 |
| TPG Financial Advisors, LLC | History | Added to | 5,017 | 221 | 0.07% | 0.08% | 440 | +293 | 6.2% | Q4 2025 | Feb 06, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | No change | 5,000 | 221 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | New | 4,981 | 220 | 0.0% | — | 441 | +4,981 | New | Q4 2025 | Feb 13, 2026 |
| True Link Financial Advisors, LLC | History | Reduced | 4,905 | 216 | 0.01% | 0.01% | 442 | -250 | -4.85% | Q4 2025 | Jan 29, 2026 |
| Etesian Wealth Advisors, Inc. | History | New | 4,844 | 213 | 0.07% | — | 443 | +4,844 | New | Q4 2025 | Feb 11, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 4,839 | 213 | 0.07% | 0.06% | 444 | +806 | 19.99% | Q4 2025 | Feb 13, 2026 |
| Armbruster Capital Management, Inc. | History | No change | 4,800 | 212 | 0.04% | 0.04% | 445 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Values Added Financial LLC | History | Added to | 4,793 | 211 | 0.09% | 0.09% | 447 | +83 | 1.76% | Q4 2025 | Jan 16, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 4,787 | 211 | 0.0% | 0.0% | 446 | -9 | -0.19% | Q4 2025 | Feb 04, 2026 |
| Livet Wealth, LLC | History | New | 4,743 | 209 | 0.13% | — | 448 | +4,743 | New | Q4 2025 | Feb 13, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | New | 4,727 | 208 | 0.02% | — | 450 | +4,727 | New | Q4 2025 | Jan 27, 2026 |
| Root Financial Partners, LLC | History | Added to | 4,718 | 208 | 0.01% | 0.01% | 451 | +1,634 | 52.98% | Q4 2025 | Feb 10, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 4,714 | 208 | 0.01% | 0.01% | 449 | -120 | -2.48% | Q4 2025 | Feb 05, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | New | 4,680 | 206 | 0.03% | — | 452 | +4,680 | New | Q4 2025 | Feb 06, 2026 |
| Eley Financial Management, Inc | History | Reduced | 4,660 | 205 | 0.07% | 0.07% | 455 | -140 | -2.92% | Q4 2025 | Feb 12, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 4,650 | 205 | 0.01% | 0.01% | 453 | -100 | -2.11% | Q4 2025 | Feb 17, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Added to | 4,663 | 205 | 0.11% | 0.11% | 454 | +15 | 0.32% | Q4 2025 | Feb 10, 2026 |
| SeaCrest Wealth Management, LLC | History | New | 4,381 | 201 | 0.02% | — | 456 | +4,381 | New | Q4 2025 | Jan 12, 2026 |
| Buttonwood Financial Group, LLC | History | Reduced | 4,380 | 201 | 0.11% | 0.12% | 457 | -1,779 | -28.88% | Q4 2025 | Jan 13, 2026 |
| DDFG, Inc | History | Reduced | 4,545 | 200 | 0.04% | 0.05% | 458 | -71 | -1.54% | Q4 2025 | Jan 08, 2026 |
| Evergreen Private Wealth LLC | History | Reduced | 4,246 | 187 | 0.07% | 0.09% | 459 | -874 | -17.07% | Q4 2025 | Jan 28, 2026 |
| Bangor Savings Bank | History | Added to | 4,074 | 179 | 0.01% | 0.01% | 460 | +40 | 0.99% | Q4 2025 | Jan 16, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 3,986 | 176 | 0.02% | 0.03% | 461 | -120 | -2.92% | Q4 2025 | Jan 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 3,842 | 169 | 0.01% | — | 462 | +3,842 | New | Q4 2025 | Feb 03, 2026 |
| UNION SAVINGS BANK | History | New | 3,670 | 162 | 0.07% | — | 463 | +3,670 | New | Q4 2025 | Mar 06, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 3,514 | 155 | 0.09% | 0.1% | 464 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 3,474 | 153 | 0.0% | 0.0% | 465 | -691 | -16.59% | Q4 2025 | Feb 03, 2026 |
| TFC Financial Management, Inc. | History | Added to | 3,332 | 147 | 0.02% | 0.0% | 466 | +2,568 | 336.13% | Q4 2025 | Jan 23, 2026 |
| SIGNATUREFD, LLC | History | Added to | 3,233 | 142 | 0.0% | 0.0% | 467 | +278 | 9.41% | Q4 2025 | Jan 20, 2026 |
| American Capital Advisory, LLC | History | Added to | 3,118 | 137 | 0.06% | 0.06% | 468 | +9 | 0.29% | Q4 2025 | Jan 30, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 2,979 | 132 | 0.01% | 0.0% | 469 | +1,202 | 67.64% | Q4 2025 | Feb 13, 2026 |
| Rossby Financial, LCC | History | Added to | 2,941 | 129 | 0.04% | 0.04% | 470 | +449 | 18.02% | Q4 2025 | Feb 12, 2026 |
| Spire Wealth Management | History | Added to | 2,621 | 115 | 0.0% | 0.0% | 471 | +1,586 | 153.24% | Q4 2025 | Jan 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 2,560 | 113 | 0.01% | 0.01% | 472 | +376 | 17.22% | Q4 2025 | Jan 14, 2026 |
| Finley Financial, LLC | History | No change | 2,420 | 106 | 0.05% | 0.05% | 473 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| AlphaCore Capital LLC | History | Added to | 2,246 | 99 | 0.0% | 0.0% | 474 | +29 | 1.31% | Q4 2025 | Feb 05, 2026 |
| FIDUCIARY COUNSELLING INC | History | Reduced | 2,209 | 97 | 0.26% | 0.29% | 475 | -306 | -12.17% | Q4 2025 | Feb 03, 2026 |
| MOTCO | History | Added to | 2,184 | 96 | 0.01% | 0.01% | 476 | +58 | 2.73% | Q4 2025 | Feb 06, 2026 |
| Gould Capital, LLC | History | No change | 1,964 | 86 | 0.05% | 0.05% | 477 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 1,946 | 85 | 0.02% | 0.02% | 478 | -384 | -16.48% | Q4 2025 | Jan 05, 2026 |
| WPG Advisers, LLC | History | No change | 1,907 | 84 | 0.06% | 0.06% | 479 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 1,858 | 82 | 0.07% | — | 480 | +1,858 | New | Q4 2025 | Feb 10, 2026 |
| GLENMEDE TRUST CO NA | History | New | 1,779 | 78 | 0.0% | — | 481 | +1,779 | New | Q4 2025 | Feb 17, 2026 |
| TRUST CO OF VERMONT | History | Added to | 1,732 | 76 | 0.0% | 0.0% | 482 | +11 | 0.64% | Q4 2025 | Jan 16, 2026 |
| Covestor Ltd | History | Added to | 1,705 | 75 | 0.04% | 0.04% | 483 | +33 | 1.97% | Q4 2025 | Feb 06, 2026 |
| 4Thought Financial Group Inc. | History | Reduced | 1,658 | 73 | 0.04% | 0.04% | 484 | -106 | -6.01% | Q4 2025 | Jan 29, 2026 |
| EQ WEALTH ADVISORS, LLC | History | New | 1,581 | 69 | 0.04% | — | 485 | +1,581 | New | Q4 2025 | Feb 02, 2026 |
| WealthCollab, LLC | History | No change | 1,562 | 68 | 0.03% | 0.03% | 486 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Scarborough Advisors, LLC | History | Added to | 1,493 | 65 | 0.01% | 0.01% | 487 | +212 | 16.55% | Q4 2025 | Feb 17, 2026 |
| North Star Investment Management Corp. | History | No change | 1,446 | 63 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| GGM Financials LLC | History | Added to | 1,348 | 59 | 0.03% | 0.03% | 489 | +22 | 1.66% | Q4 2025 | Feb 04, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 1,331 | 58 | 0.02% | 0.02% | 490 | -88 | -6.2% | Q4 2025 | Feb 09, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Added to | 1,289 | 56 | 0.03% | 0.03% | 491 | +230 | 21.72% | Q4 2025 | Feb 18, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 1,249 | 55 | 0.03% | 0.03% | 492 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | New | 1,124 | 50 | 0.0% | — | 493 | +1,124 | New | Q4 2025 | Feb 05, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 1,152 | 50 | 0.0% | 0.0% | 494 | +562 | 95.25% | Q4 2025 | Feb 13, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 1,100 | 48 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| IFP Advisors, Inc | History | Added to | 1,074 | 47 | 0.0% | 0.0% | 496 | +349 | 48.14% | Q4 2025 | Feb 06, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 1,046 | 46 | 0.03% | 0.03% | 497 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 1,002 | 44 | 0.0% | — | 498 | +1,002 | New | Q4 2025 | Feb 13, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 1,011 | 44 | 0.05% | 0.01% | 501 | +823 | 437.77% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 1,008 | 44 | 0.0% | 0.0% | 500 | -68 | -6.32% | Q4 2025 | Jan 28, 2026 |
| McIlrath & Eck, LLC | History | Added to | 1,001 | 44 | 0.0% | 0.0% | 499 | +10 | 1.01% | Q4 2025 | Feb 03, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 991 | 43 | 0.0% | 0.0% | 502 | +401 | 67.97% | Q4 2025 | Jan 08, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 977 | 43 | 0.0% | 0.0% | 503 | +9 | 0.93% | Q4 2025 | Feb 13, 2026 |
| Urban Financial Advisory Corp | History | Added to | 958 | 42 | 0.02% | 0.02% | 504 | +16 | 1.7% | Q4 2025 | Feb 04, 2026 |
| Smithfield Trust Co | History | Added to | 875 | 37 | 0.0% | 0.0% | 505 | +113 | 14.83% | Q4 2025 | Feb 09, 2026 |
| Winthrop Capital Management, LLC | History | No change | 824 | 36 | 0.01% | 0.01% | 506 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| NBT BANK N A /NY | History | Added to | 44 | 34 | 0.0% | 0.0% | 507 | +1 | 2.33% | Q4 2025 | Jan 23, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 753 | 34 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Dunhill Financial, LLC | History | Added to | 769 | 33 | 0.01% | — | 509 | +757 | 6308.33% | Q4 2025 | Jan 29, 2026 |
| Founders Financial Alliance, LLC | History | No change | 709 | 31 | 0.01% | 0.01% | 510 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BOK Financial Private Wealth, Inc. | History | Added to | 701 | 30 | 0.0% | 0.0% | 511 | +43 | 6.53% | Q4 2025 | Feb 06, 2026 |
| HOWE & RUSLING INC | History | Added to | 668 | 29 | 0.0% | 0.0% | 512 | +36 | 5.7% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 645 | 28 | 0.01% | 0.01% | 513 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 638 | 28 | 0.02% | 0.02% | 514 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 615 | 27 | 0.0% | 0.0% | 515 | -130 | -17.45% | Q4 2025 | Feb 17, 2026 |
| WFA of San Diego, LLC | History | No change | 577 | 25 | 0.02% | 0.02% | 516 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 541 | 23 | 0.0% | 0.0% | 517 | -31 | -5.42% | Q4 2025 | Feb 18, 2026 |
| Strategic Wealth Advisors LLC | History | New | 466 | 20 | 0.02% | — | 518 | +466 | New | Q4 2025 | Feb 03, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 440 | 19 | 0.02% | 0.01% | 519 | +173 | 64.79% | Q4 2025 | Feb 10, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 423 | 18 | 0.01% | — | 520 | +423 | New | Q4 2025 | Feb 03, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 420 | 18 | 0.0% | — | 521 | +420 | New | Q4 2025 | Feb 09, 2026 |
| Hamrick Investment Counsel, llc | History | New | 400 | 17 | 0.01% | — | 525 | +400 | New | Q4 2025 | Mar 31, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 378 | 17 | 0.0% | 0.0% | 522 | +357 | 1700.0% | Q4 2025 | Feb 09, 2026 |
| Clarity Asset Management, Inc. | History | Reduced | 406 | 17 | 0.01% | 0.01% | 524 | -40 | -8.97% | Q4 2025 | Feb 13, 2026 |
| Crewe Advisors LLC | History | No change | 395 | 17 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Ancora Advisors LLC | History | No change | 373 | 16 | 0.0% | 0.0% | 526 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Added to | 347 | 15 | 0.0% | 0.0% | 528 | +291 | 519.64% | Q4 2025 | Jan 05, 2026 |
| CVA Family Office, LLC | History | No change | 343 | 15 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| SouthState Bank Corp | History | Reduced | 321 | 14 | 0.0% | 0.0% | 529 | -947 | -74.68% | Q4 2025 | Feb 11, 2026 |
| BLUELINE ADVISORS LLC | History | New | 335 | 14 | 0.01% | — | 530 | +335 | New | Q4 2025 | Feb 10, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 288 | 12 | 0.0% | — | 532 | +288 | New | Q4 2025 | Feb 11, 2026 |
| Kilter Group LLC | History | Added to | 292 | 12 | 0.01% | 0.0% | 533 | +39 | 15.42% | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 290 | 12 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Ares Financial Consulting, LLC | History | New | 250 | 11 | 0.01% | — | 535 | +250 | New | Q4 2025 | Jan 30, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 265 | 11 | 0.0% | 0.0% | 534 | +6 | 2.32% | Q4 2025 | Feb 03, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 227 | 10 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Investors Research Corp | History | No change | 235 | 10 | 0.0% | 0.0% | 537 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Camelot Portfolios, LLC | History | New | 219 | 9 | 0.01% | — | 539 | +219 | New | Q4 2025 | Jan 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 218 | 9 | 0.0% | 0.0% | 538 | -5 | -2.24% | Q4 2025 | Feb 10, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 212 | 9 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Center for Financial Planning, Inc. | History | No change | 199 | 8 | 0.0% | 0.0% | 541 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Key Capital Management, INC | History | New | 177 | 7 | 0.01% | — | 547 | +177 | New | Q4 2025 | Jan 26, 2026 |
| CDKV HOLDINGS LLC | History | New | 172 | 7 | 0.01% | — | 548 | +172 | New | Q4 2025 | Feb 17, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | New | 165 | 7 | 0.0% | — | 544 | +165 | New | Q4 2025 | Feb 02, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 170 | 7 | 0.0% | 0.0% | 542 | -3 | -1.73% | Q4 2025 | Jan 29, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 166 | 7 | 0.01% | 0.01% | 546 | +3 | 1.84% | Q4 2025 | Jan 26, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 160 | 7 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| MASECO LLP | History | No change | 165 | 7 | 0.0% | 0.0% | 545 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Centerpoint Advisors, LLC | History | Added to | 147 | 6 | 0.0% | 0.0% | 551 | +14 | 10.53% | Q4 2025 | Feb 13, 2026 |
| Hanson & Doremus Investment Management | History | No change | 138 | 6 | 0.0% | 0.0% | 549 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 145 | 6 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 158 | 6 | 0.0% | 0.01% | 552 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | New | 120 | 5 | 0.01% | — | 555 | +120 | New | Q4 2025 | Jan 28, 2026 |
| Cornerstone Planning Group LLC | History | New | 105 | 5 | 0.0% | — | 554 | +105 | New | Q4 2025 | Feb 02, 2026 |
| Front Row Advisors LLC | History | No change | 120 | 5 | 0.0% | 0.0% | 553 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Concord Wealth Partners | History | Reduced | 96 | 4 | 0.0% | 0.0% | 557 | -683 | -87.68% | Q4 2025 | Jan 29, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | New | 106 | 4 | 0.0% | — | 556 | +106 | New | Q4 2025 | Jan 27, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 100 | 4 | 0.0% | 0.0% | 559 | -96 | -48.98% | Q4 2025 | Feb 18, 2026 |
| Abound Wealth Management | History | Added to | 100 | 4 | 0.0% | — | 558 | +82 | 455.56% | Q4 2025 | Jan 12, 2026 |
| USA FINANCIAL FORMULAS | History | Reduced | 84 | 3 | 0.0% | 0.16% | 561 | -20,459 | -99.59% | Q4 2025 | Jan 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 74 | 3 | 0.0% | 0.0% | 560 | -166 | -69.17% | Q4 2025 | Feb 06, 2026 |
| Noble Wealth Management PBC | History | Reduced | 87 | 3 | 0.0% | 0.0% | 564 | -21 | -19.44% | Q4 2025 | Jan 05, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 82 | 3 | 0.0% | 0.0% | 562 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Tidemark, LLC | History | No change | 81 | 3 | 0.0% | 0.0% | 563 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Atlantic Union Bankshares Corp | History | New | 53 | 2 | 0.0% | — | 565 | +53 | New | Q4 2025 | Feb 04, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 61 | 2 | 0.0% | 0.0% | 566 | +1 | 1.67% | Q4 2025 | Jan 21, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 67 | 2 | 0.0% | 0.0% | 567 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ORG Partners LLC | History | Reduced | 39 | 1 | 0.0% | 0.0% | 571 | -39 | -50.0% | Q4 2025 | Jan 14, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 25 | 1 | 0.0% | — | 570 | +12 | 92.31% | Q4 2025 | Feb 20, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 43 | 1 | 0.0% | 0.0% | 568 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 40 | 1 | 0.0% | 0.0% | 569 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Caitlin John, LLC | History | No change | 23 | 1 | 0.0% | — | 572 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -284,859 | -100.0% | Q3 2025 | Oct 23, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -158,214 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Synergy Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -58,212 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Vontobel Holding Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -16,275 | -100.0% | Q3 2025 | Oct 15, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -9,781 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -9,661 | -100.0% | Q3 2025 | Nov 03, 2025 |
| VERUS CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,376 | -100.0% | Q3 2025 | Nov 10, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,446 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tarbox Family Office, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -7,399 | -100.0% | Q3 2025 | Oct 24, 2025 |
| PRUDENTIAL PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,800 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Brookwood Investment Group LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -6,525 | -100.0% | Q3 2025 | Oct 21, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,222 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,121 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,056 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Trek Financial, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,606 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Ascent Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,146 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Curtis Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,135 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Wharton Business Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,895 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Fire Capital Management LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -4,888 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Blue Barn Wealth, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,811 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,818 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -1,791 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,435 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,119 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,047 | -100.0% | Q3 2025 | Oct 29, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -733 | -100.0% | Q3 2025 | Oct 07, 2025 |
| GRAND WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Financial Life Planners | History | Closed out | 0 | 0 | — | 0.0% | — | -27 | -100.0% | Q3 2025 | Nov 13, 2025 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 22 | 0 | — | — | — | +22 | New | Q4 2025 | Feb 17, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 18 | 0 | — | — | — | +18 | New | Q4 2025 | Feb 11, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Feb 19, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2025 | Nov 03, 2025 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Feb 05, 2026 |
| HM PAYSON & CO | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Davis Capital Management | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Jan 28, 2026 |
| Measured Wealth Private Client Group, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 10, 2026 |
| Glassman Wealth Services | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Key FInancial Inc | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| 3Chopt Investment Partners, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |