iSHARES TRUST - ESML
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 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 | Added to | 2,933,728 | 134,892 | 0.01% | 0.01% | 1 | +311,407 | 11.88% | Q4 2025 | Feb 17, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 2,150,087 | 99,394 | 0.24% | 0.24% | 2 | -75,246 | -3.38% | Q4 2025 | Feb 11, 2026 |
| NORTHERN TRUST CORP | History | Added to | 2,064,589 | 94,929 | 0.01% | 0.01% | 3 | +46,838 | 2.32% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,823,512 | 83,845 | 0.01% | 0.01% | 4 | +69,249 | 3.95% | Q4 2025 | Feb 17, 2026 |
| Betterment LLC | History | Added to | 1,783,423 | 82,002 | 0.16% | 0.16% | 5 | +2,676 | 0.15% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Added to | 1,546,321 | 71,099 | 0.05% | 0.05% | 6 | +72,987 | 4.95% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,133,266 | 52,107 | 0.01% | 0.01% | 7 | -119,085 | -9.51% | Q4 2025 | Mar 25, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 861,413 | 39,607 | 0.45% | 0.44% | 8 | -7,413 | -0.85% | Q4 2025 | Feb 13, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 830,000 | 38,163 | 0.12% | 0.12% | 9 | -50,000 | -5.68% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Added to | 720,219 | 33,115 | 0.0% | 0.0% | 10 | +8,953 | 1.26% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 688,265 | 31,646 | 0.01% | 0.01% | 11 | +103,752 | 17.75% | Q4 2025 | Feb 13, 2026 |
| M&T BANK CORP | History | Added to | 686,681 | 31,573 | 0.1% | 0.1% | 12 | +7,682 | 1.13% | Q4 2025 | Jan 30, 2026 |
| Acorns Advisers, LLC | History | Added to | 648,842 | 29,834 | 0.22% | 0.23% | 13 | +14,151 | 2.23% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 583,903 | 26,847 | 0.02% | 0.02% | 14 | +20,943 | 3.72% | Q4 2025 | Feb 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 573,897 | 26,386 | 0.01% | 0.01% | 15 | +76,490 | 15.38% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 523,900 | 24,089 | 0.0% | — | 16 | +523,900 | New | Q4 2025 | Feb 17, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 474,591 | 21,821 | 0.76% | 0.48% | 17 | +173,086 | 57.41% | Q4 2025 | Feb 12, 2026 |
| Pathstone Holdings, LLC | History | New | 463,737 | 21,322 | 0.08% | — | 18 | +463,737 | New | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 462,676 | 21,273 | 0.0% | 0.0% | 19 | +10,721 | 2.37% | Q4 2025 | Jan 29, 2026 |
| SEI INVESTMENTS CO | History | Added to | 454,167 | 20,882 | 0.02% | 0.02% | 20 | +9,008 | 2.02% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 387,828 | 17,832 | 0.0% | 0.0% | 21 | +130,314 | 50.6% | Q4 2025 | Feb 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 331,276 | 15,232 | 0.01% | 0.01% | 22 | +14,844 | 4.69% | Q4 2025 | Feb 06, 2026 |
| HighTower Advisors, LLC | History | Added to | 305,646 | 14,053 | 0.02% | 0.02% | 23 | +7,522 | 2.52% | Q4 2025 | Feb 06, 2026 |
| Accredited Investors Inc. | History | Reduced | 300,948 | 13,837 | 0.73% | 0.76% | 24 | -1,161 | -0.38% | Q4 2025 | Feb 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 286,524 | 13,174 | 0.02% | 0.02% | 25 | +3,469 | 1.23% | Q4 2025 | Feb 12, 2026 |
| Modera Wealth Management, LLC | History | Added to | 286,275 | 13,162 | 0.15% | 0.15% | 26 | +6,612 | 2.36% | Q4 2025 | Jan 21, 2026 |
| Wealth Architects, LLC | History | Added to | 279,907 | 12,870 | 1.16% | 1.09% | 27 | +22,689 | 8.82% | Q4 2025 | Feb 17, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 267,772 | 12,312 | 0.22% | 0.24% | 28 | +355 | 0.13% | Q4 2025 | Jan 16, 2026 |
| EP Wealth Advisors, LLC | History | New | 229,887 | 10,570 | 0.05% | — | 29 | +229,887 | New | Q4 2025 | Feb 18, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 200,910 | 9,237 | 0.13% | 0.14% | 30 | -7,529 | -3.61% | Q4 2025 | Feb 09, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 197,887 | 9,098 | 0.27% | 0.28% | 31 | -2,609 | -1.3% | Q4 2025 | Jan 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 185,417 | 8,525 | 0.02% | 0.02% | 32 | +3,654 | 2.01% | Q4 2025 | Feb 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 182,892 | 8,409 | 0.01% | 0.01% | 33 | +42,501 | 30.27% | Q4 2025 | Feb 02, 2026 |
| BAILARD, INC. | History | Reduced | 180,473 | 8,298 | 0.18% | 0.18% | 34 | -2,629 | -1.44% | Q4 2025 | Feb 04, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 170,210 | 7,826 | 0.01% | 0.0% | 35 | +107,660 | 172.12% | Q4 2025 | Feb 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 169,146 | 7,777 | 0.16% | 0.16% | 36 | -4,604 | -2.65% | Q4 2025 | Feb 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 158,491 | 7,287 | 0.0% | 0.0% | 37 | +20,633 | 14.97% | Q4 2025 | Feb 18, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 149,645 | 7,181 | 0.01% | 0.01% | 38 | +20,510 | 15.88% | Q4 2025 | Jan 08, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 151,838 | 6,981 | 0.01% | 0.01% | 39 | +5,609 | 3.84% | Q4 2025 | Feb 12, 2026 |
| ALESCO ADVISORS LLC | History | Added to | 148,229 | 6,815 | 0.18% | 0.18% | 40 | +247 | 0.17% | Q4 2025 | Jan 28, 2026 |
| REGIONS FINANCIAL CORP | History | New | 143,200 | 6,584 | 0.04% | — | 41 | +143,200 | New | Q4 2025 | Jan 27, 2026 |
| Ally Invest Advisors Inc. | History | Reduced | 142,625 | 6,557 | 0.45% | 0.46% | 42 | -246 | -0.17% | Q4 2025 | Feb 13, 2026 |
| NorthRock Partners, LLC | History | Added to | 136,990 | 6,298 | 0.11% | 0.01% | 43 | +127,640 | 1365.13% | Q4 2025 | Feb 17, 2026 |
| Litman Gregory Wealth Management LLC | History | Reduced | 134,653 | 6,191 | 0.45% | 0.48% | 44 | -7,382 | -5.2% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 128,986 | 5,930 | 0.0% | 0.0% | 45 | -10,074 | -7.24% | Q4 2025 | Feb 10, 2026 |
| Stanich Group LLC | History | Added to | 126,344 | 5,810 | 4.38% | 3.38% | 46 | +3,977 | 3.25% | Q4 2025 | Jan 23, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 125,628 | 5,776 | 0.87% | 0.87% | 47 | +3,875 | 3.18% | Q4 2025 | Jan 13, 2026 |
| Alaska Wealth Advisors, LLC | History | Reduced | 120,046 | 5,519 | 0.7% | 0.71% | 48 | -481 | -0.4% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 114,249 | 5,253 | 0.01% | 0.01% | 49 | +16,151 | 16.46% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 112,812 | 5,187 | 0.07% | 0.07% | 50 | +1,936 | 1.75% | Q4 2025 | Feb 17, 2026 |
| MATHER GROUP, LLC. | History | Added to | 112,151 | 5,156 | 0.05% | 0.05% | 51 | +2,759 | 2.52% | Q4 2025 | Jan 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 111,342 | 5,119 | 0.0% | 0.0% | 52 | +11,793 | 11.85% | Q4 2025 | Feb 17, 2026 |
| Savant Capital, LLC | History | Reduced | 101,443 | 4,664 | 0.03% | 0.04% | 53 | -28,644 | -22.02% | Q4 2025 | Feb 10, 2026 |
| Global Retirement Partners, LLC | History | Added to | 100,337 | 4,613 | 0.08% | 0.0% | 54 | +100,045 | 34261.99% | Q4 2025 | Feb 06, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | Added to | 98,673 | 4,536 | 1.75% | 1.72% | 55 | +1,239 | 1.27% | Q4 2025 | Jan 21, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 97,706 | 4,492 | 0.01% | 0.01% | 56 | -20,625 | -17.43% | Q4 2025 | Feb 18, 2026 |
| Gemmer Asset Management LLC | History | New | 92,769 | 4,265 | 0.33% | — | 57 | +92,769 | New | Q4 2025 | Jan 23, 2026 |
| Apella Capital, LLC | History | Added to | 84,018 | 3,863 | 0.08% | 0.08% | 58 | +6,629 | 8.57% | Q4 2025 | Jan 21, 2026 |
| Invera Wealth Advisors, LLC | History | Reduced | 84,032 | 3,863 | 2.44% | 2.38% | 59 | -1,484 | -1.74% | Q4 2025 | Jan 23, 2026 |
| Plum Street Advisors, LLC | History | Added to | 81,217 | 3,734 | 1.33% | 1.19% | 60 | +13,068 | 19.18% | Q4 2025 | Feb 13, 2026 |
| MOR Wealth Management, LLC | History | New | 80,147 | 3,685 | 1.68% | — | 61 | +80,147 | New | Q4 2025 | Jan 15, 2026 |
| Mariner, LLC | History | Reduced | 78,619 | 3,614 | 0.0% | 0.01% | 62 | -9,842 | -11.13% | Q4 2025 | Feb 13, 2026 |
| Quent Capital, LLC | History | Added to | 74,954 | 3,446 | 0.25% | 0.28% | 64 | +1,071 | 1.45% | Q4 2025 | Jan 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 74,958 | 3,446 | 0.07% | 0.08% | 63 | -733 | -0.97% | Q4 2025 | Feb 09, 2026 |
| Gradient Investments LLC | History | Added to | 74,108 | 3,407 | 0.05% | 0.05% | 65 | +4,949 | 7.16% | Q4 2025 | Jan 08, 2026 |
| Integris Wealth Management, LLC | History | Reduced | 73,021 | 3,357 | 0.76% | 0.8% | 66 | -271 | -0.37% | Q4 2025 | Jan 21, 2026 |
| Vision Capital Management, Inc. | History | Reduced | 72,078 | 3,314 | 0.4% | 0.4% | 67 | -339 | -0.47% | Q4 2025 | Jan 27, 2026 |
| eCIO, Inc. | History | Reduced | 71,501 | 3,287 | 1.53% | 1.22% | 68 | -1,134 | -1.56% | Q4 2025 | Jan 20, 2026 |
| Composition Wealth, LLC | History | Reduced | 69,892 | 3,213 | 0.05% | 0.05% | 69 | -1,049 | -1.48% | Q4 2025 | Feb 02, 2026 |
| Corient Private Wealth LLC | History | Added to | 69,622 | 3,201 | 0.0% | 0.0% | 70 | +44,389 | 175.92% | Q4 2025 | Mar 09, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 69,484 | 3,194 | 0.02% | 0.02% | 71 | +9,972 | 16.76% | Q4 2025 | Feb 18, 2026 |
| Clarius Group, LLC | History | Reduced | 67,619 | 3,109 | 0.18% | 0.18% | 72 | -1,065 | -1.55% | Q4 2025 | Jan 14, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 64,576 | 2,969 | 0.12% | 0.12% | 73 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 63,555 | 2,922 | 0.0% | 0.0% | 74 | +3,682 | 6.15% | Q4 2025 | Feb 11, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 62,993 | 2,896 | 1.44% | 1.53% | 75 | +1,400 | 2.27% | Q4 2025 | Jan 26, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 60,721 | 2,791 | 0.05% | 0.05% | 76 | +236 | 0.39% | Q4 2025 | Feb 03, 2026 |
| WESBANCO BANK INC | History | Reduced | 60,191 | 2,767 | 0.08% | 0.08% | 77 | -1,596 | -2.58% | Q4 2025 | Feb 03, 2026 |
| Haverford Trust Co | History | Reduced | 59,980 | 2,757 | 0.02% | 0.03% | 78 | -2,643 | -4.22% | Q4 2025 | Feb 13, 2026 |
| Laurel Wealth Planning LLC | History | Added to | 59,422 | 2,732 | 1.51% | 1.39% | 79 | +1,144 | 1.96% | Q4 2025 | Jan 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 58,818 | 2,705 | 0.0% | 0.0% | 80 | -3,294 | -5.3% | Q4 2025 | Feb 17, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 57,150 | 2,627 | 0.2% | 0.21% | 81 | -940 | -1.62% | Q4 2025 | Jan 23, 2026 |
| Omega Financial Group, LLC | History | Reduced | 55,828 | 2,566 | 0.84% | 0.86% | 82 | -1,662 | -2.89% | Q4 2025 | Jan 28, 2026 |
| WRAPMANAGER INC | History | Reduced | 55,471 | 2,550 | 0.86% | 0.95% | 83 | -12,991 | -18.98% | Q4 2025 | Feb 06, 2026 |
| rebel Financial LLC | History | New | 55,450 | 2,549 | 1.09% | — | 84 | +55,450 | New | Q4 2025 | Mar 27, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 55,371 | 2,545 | 2.53% | — | 85 | +55,371 | New | Q4 2025 | Feb 19, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 55,204 | 2,538 | 0.03% | 0.07% | 86 | -59,381 | -51.82% | Q4 2025 | Jan 30, 2026 |
| Francis Financial, Inc. | History | Added to | 53,980 | 2,482 | 0.48% | 0.42% | 87 | +1,066 | 2.01% | Q4 2025 | Feb 11, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 51,299 | 2,358 | 0.06% | 0.05% | 88 | +2,957 | 6.12% | Q4 2025 | Feb 03, 2026 |
| MORGAN STANLEY | History | Added to | 50,692 | 2,330 | 0.0% | 0.0% | 89 | +23,195 | 84.35% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Added to | 50,414 | 2,318 | 0.0% | 0.0% | 90 | +10,425 | 26.07% | Q4 2025 | Feb 13, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 49,289 | 2,266 | 0.2% | 0.2% | 91 | +470 | 0.96% | Q4 2025 | Feb 12, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 48,975 | 2,251 | 0.16% | 0.18% | 92 | -1,270 | -2.53% | Q4 2025 | Jan 21, 2026 |
| CWM, LLC | History | Added to | 47,748 | 2,195 | 0.01% | 0.0% | 93 | +13,906 | 41.09% | Q4 2025 | Jan 26, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Reduced | 47,481 | 2,183 | 0.06% | 0.07% | 94 | -2,865 | -5.69% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Added to | 45,624 | 2,132 | 0.0% | 0.0% | 95 | +6,975 | 18.05% | Q4 2025 | Feb 11, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 45,733 | 2,102 | 0.14% | 0.14% | 96 | -370 | -0.8% | Q4 2025 | Jan 27, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 45,500 | 2,092 | 0.0% | 0.0% | 97 | +489 | 1.09% | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 45,239 | 2,080 | 0.01% | — | 98 | +45,239 | New | Q4 2025 | Feb 05, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Reduced | 45,251 | 2,080 | 0.21% | 0.22% | 99 | -1,704 | -3.63% | Q4 2025 | Jan 20, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Added to | 44,916 | 2,065 | 0.74% | 0.4% | 100 | +21,881 | 94.99% | Q4 2025 | Jan 30, 2026 |
| Asset Dedication, LLC | History | Added to | 44,099 | 2,027 | 0.13% | 0.13% | 101 | +1,902 | 4.51% | Q4 2025 | Jan 26, 2026 |
| Midwest Financial Partners Investments, Inc. | History | New | 43,675 | 2,008 | 1.12% | — | 102 | +43,675 | New | Q4 2025 | Feb 06, 2026 |
| Pearl Planning LLC | History | New | 41,950 | 1,928 | 1.18% | — | 103 | +41,950 | New | Q4 2025 | Feb 03, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 41,904 | 1,926 | 0.01% | 0.01% | 104 | -1,050 | -2.44% | Q4 2025 | Feb 03, 2026 |
| ASPIRIANT, LLC | History | New | 40,343 | 1,854 | 0.05% | — | 105 | +40,343 | New | Q4 2025 | Jan 20, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 39,678 | 1,824 | 0.04% | 0.04% | 106 | -2,064 | -4.94% | Q4 2025 | Jan 14, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 36,774 | 1,809 | 0.04% | 0.04% | 107 | +75 | 0.2% | Q4 2025 | Jan 28, 2026 |
| Addison Advisors LLC | History | Reduced | 38,482 | 1,769 | 0.4% | 0.41% | 108 | -780 | -1.99% | Q4 2025 | Feb 06, 2026 |
| Garde Capital, Inc. | History | Added to | 36,017 | 1,656 | 0.1% | 0.06% | 109 | +7,041 | 24.3% | Q4 2025 | Feb 10, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 35,012 | 1,609 | 0.02% | 0.02% | 110 | +1,510 | 4.51% | Q4 2025 | Jan 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 34,781 | 1,599 | 0.01% | 0.0% | 111 | +23,084 | 197.35% | Q4 2025 | Feb 12, 2026 |
| SEEDS INVESTOR LLC | History | Reduced | 34,550 | 1,588 | 0.3% | 0.34% | 112 | -1,282 | -3.58% | Q4 2025 | Jan 27, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 34,379 | 1,580 | 0.03% | 0.03% | 113 | +70 | 0.2% | Q4 2025 | Feb 19, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 32,975 | 1,516 | 0.0% | 0.0% | 114 | +4,435 | 15.54% | Q4 2025 | Feb 17, 2026 |
| WHITTIER TRUST CO | History | No change | 31,201 | 1,497 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Reduced | 32,281 | 1,484 | 0.72% | 0.74% | 116 | -824 | -2.49% | Q4 2025 | Feb 09, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 32,208 | 1,480 | 0.04% | 0.04% | 117 | +1,258 | 4.06% | Q4 2025 | Jan 23, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | Added to | 31,524 | 1,449 | 0.69% | 0.68% | 118 | +769 | 2.5% | Q4 2025 | Jan 28, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 31,107 | 1,430 | 0.01% | 0.01% | 119 | +468 | 1.53% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 30,956 | 1,423 | 0.0% | 0.0% | 120 | +5,007 | 19.3% | Q4 2025 | Feb 13, 2026 |
| Summit Wealth Group, LLC | History | Reduced | 30,524 | 1,403 | 0.33% | 0.34% | 121 | -581 | -1.87% | Q4 2025 | Feb 06, 2026 |
| One Capital Management, LLC | History | Added to | 30,311 | 1,393 | 0.04% | 0.02% | 122 | +16,242 | 115.45% | Q4 2025 | Feb 10, 2026 |
| Waverly Advisors, LLC | History | Reduced | 30,284 | 1,392 | 0.01% | 0.01% | 123 | -1,568 | -4.92% | Q4 2025 | Feb 17, 2026 |
| BSW Wealth Partners | History | Added to | 30,091 | 1,383 | 0.17% | 0.16% | 124 | +1,950 | 6.93% | Q4 2025 | Jan 23, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 29,619 | 1,361 | 0.26% | 0.27% | 125 | +325 | 1.11% | Q4 2025 | Feb 09, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 29,572 | 1,359 | 0.08% | — | 126 | +29,572 | New | Q4 2025 | Feb 17, 2026 |
| Values Added Financial LLC | History | Reduced | 29,536 | 1,358 | 0.57% | 0.66% | 127 | -3,475 | -10.53% | Q4 2025 | Jan 16, 2026 |
| Stordahl Capital Management, Inc. | History | Reduced | 29,116 | 1,338 | 0.28% | 0.28% | 128 | -5 | -0.02% | Q4 2025 | Jan 27, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Added to | 29,097 | 1,337 | 0.17% | 0.15% | 129 | +2,745 | 10.42% | Q4 2025 | Feb 06, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 28,885 | 1,328 | 0.21% | 0.21% | 130 | +298 | 1.04% | Q4 2025 | Feb 24, 2026 |
| Towerpoint Wealth, LLC | History | Added to | 27,637 | 1,270 | 0.5% | 0.49% | 131 | +903 | 3.38% | Q4 2025 | Jan 15, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 26,670 | 1,226 | 0.26% | 0.25% | 132 | +1,025 | 4.0% | Q4 2025 | Feb 04, 2026 |
| MARQUETTE ASSOCIATES, INC. | History | New | 26,607 | 1,223 | 1.57% | — | 133 | +26,607 | New | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 25,990 | 1,195 | 0.0% | 0.0% | 134 | +77 | 0.3% | Q4 2025 | Jan 23, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 25,496 | 1,172 | 0.06% | 0.06% | 135 | +1,500 | 6.25% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 25,417 | 1,168 | 0.0% | 0.0% | 136 | +1,541 | 6.45% | Q4 2025 | Feb 13, 2026 |
| Brookstone Capital Management | History | Added to | 25,276 | 1,162 | 0.01% | 0.01% | 137 | +2,395 | 10.47% | Q4 2025 | Jan 15, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 25,141 | 1,155 | 0.01% | 0.01% | 138 | -347 | -1.36% | Q4 2025 | Feb 13, 2026 |
| Wealth Advisory Team LLC | History | New | 25,090 | 1,153 | 1.02% | — | 139 | +25,090 | New | Q4 2025 | Feb 05, 2026 |
| Cambridge Financial Group, LLC | History | Added to | 26,935 | 1,144 | 0.4% | 0.33% | 140 | +3,964 | 17.26% | Q4 2025 | Jan 09, 2026 |
| Pine Haven Investment Counsel, Inc | History | Added to | 24,698 | 1,135 | 0.81% | 0.78% | 141 | +675 | 2.81% | Q4 2025 | Jan 08, 2026 |
| American Trust | History | Added to | 15,492 | 1,125 | 0.09% | 0.06% | 142 | +836 | 5.7% | Q4 2025 | Feb 17, 2026 |
| Hardy Reed LLC | History | No change | 23,874 | 1,097 | 0.08% | 0.08% | 143 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 23,650 | 1,087 | 0.01% | 0.01% | 144 | +13,265 | 127.73% | Q4 2025 | Feb 09, 2026 |
| Blue Edge Capital, LLC | History | Reduced | 22,923 | 1,054 | 0.14% | 0.16% | 145 | -1,516 | -6.2% | Q4 2025 | Feb 12, 2026 |
| Cranbrook Wealth Management, LLC | History | Added to | 22,712 | 1,044 | 0.21% | 0.21% | 146 | +38 | 0.17% | Q4 2025 | Jan 28, 2026 |
| Aufman Associates Inc | History | Added to | 22,260 | 1,023 | 0.52% | 0.53% | 147 | +1,236 | 5.88% | Q4 2025 | Feb 11, 2026 |
| Cascade Financial Partners, LLC | History | No change | 21,962 | 1,009 | 0.1% | 0.11% | 148 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Opes Wealth Management LLC | History | Reduced | 21,936 | 1,008 | 0.16% | 0.17% | 149 | -130 | -0.59% | Q4 2025 | Feb 02, 2026 |
| Trilogy Capital Inc. | History | Reduced | 21,903 | 1,007 | 0.05% | 0.05% | 150 | -806 | -3.55% | Q4 2025 | Jan 22, 2026 |
| Parallel Advisors, LLC | History | Reduced | 21,443 | 985 | 0.02% | 0.02% | 151 | -320 | -1.47% | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 21,410 | 984 | 0.0% | 0.0% | 152 | +12,365 | 136.71% | Q4 2025 | Mar 16, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 21,214 | 975 | 0.03% | 0.02% | 153 | +4,548 | 27.29% | Q4 2025 | Feb 02, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 21,062 | 968 | 0.1% | 0.11% | 155 | -3 | -0.01% | Q4 2025 | Jan 28, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 21,063 | 968 | 0.02% | 0.02% | 154 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 21,031 | 967 | 0.03% | 0.03% | 156 | +427 | 2.07% | Q4 2025 | Feb 13, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 20,997 | 965 | 0.69% | 0.59% | 157 | +3,090 | 17.26% | Q4 2025 | Feb 13, 2026 |
| CGN Advisors LLC | History | Reduced | 20,670 | 950 | 0.08% | 0.08% | 158 | -469 | -2.22% | Q4 2025 | Jan 05, 2026 |
| Compound Planning, Inc. | History | Added to | 20,616 | 947 | 0.03% | 0.02% | 159 | +9,217 | 80.86% | Q4 2025 | Feb 19, 2026 |
| Sound Stewardship, LLC | History | Reduced | 20,216 | 929 | 0.45% | 0.45% | 160 | -390 | -1.89% | Q4 2025 | Jan 30, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 19,890 | 914 | 0.0% | 0.0% | 161 | -2,704 | -11.97% | Q4 2025 | Feb 18, 2026 |
| SNS Financial Group, LLC | History | Reduced | 19,324 | 888 | 0.08% | 0.08% | 162 | -131 | -0.67% | Q4 2025 | Feb 02, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 19,010 | 874 | 0.0% | 0.0% | 163 | -78 | -0.41% | Q4 2025 | Feb 13, 2026 |
| Boston Standard Wealth Management, LLC | History | Reduced | 18,969 | 872 | 0.14% | 0.14% | 164 | -111 | -0.58% | Q4 2025 | Jan 07, 2026 |
| Moss Adams Wealth Advisors LLC | History | Reduced | 18,928 | 870 | 0.06% | 0.32% | 165 | -73,061 | -79.42% | Q4 2025 | Jan 26, 2026 |
| COMMERCE BANK | History | Reduced | 18,682 | 858 | 0.0% | 0.0% | 166 | -124 | -0.66% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 18,502 | 850 | 0.0% | 0.01% | 167 | +803 | 4.54% | Q4 2025 | Feb 17, 2026 |
| Long Run Wealth Advisors, LLC | History | Added to | 18,262 | 839 | 0.16% | 0.16% | 168 | +179 | 0.99% | Q4 2025 | Feb 02, 2026 |
| One Day In July LLC | History | Reduced | 18,172 | 835 | 0.07% | 0.09% | 169 | -4,988 | -21.54% | Q4 2025 | Feb 04, 2026 |
| Northland Capital Management LLC | History | Added to | 18,095 | 832 | 0.47% | 0.45% | 170 | +917 | 5.34% | Q4 2025 | Jan 20, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 17,905 | 823 | 0.04% | 0.03% | 171 | +1,760 | 10.9% | Q4 2025 | Jan 14, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 16,650 | 819 | 0.03% | 0.03% | 172 | +32 | 0.19% | Q4 2025 | Jan 23, 2026 |
| Mason & Associates Inc | History | New | 17,720 | 814 | 0.15% | — | 173 | +17,720 | New | Q4 2025 | Feb 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 17,461 | 802 | 0.01% | 0.01% | 174 | +11 | 0.06% | Q4 2025 | Jan 20, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Added to | 17,421 | 801 | 0.51% | 0.51% | 175 | +34 | 0.2% | Q4 2025 | Feb 05, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 17,107 | 786 | 0.22% | 0.23% | 176 | +226 | 1.34% | Q4 2025 | Jan 14, 2026 |
| Portland Global Advisors LLC | History | No change | 17,050 | 783 | 0.08% | 0.09% | 177 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 16,789 | 771 | 0.01% | 0.01% | 178 | +7,757 | 85.88% | Q4 2025 | Jan 23, 2026 |
| Brewster Financial Planning LLC | History | Added to | 16,685 | 767 | 0.47% | 0.47% | 179 | +110 | 0.66% | Q4 2025 | Jan 14, 2026 |
| Opal Wealth Advisors, LLC | History | Reduced | 15,894 | 730 | 0.19% | 0.21% | 180 | -596 | -3.61% | Q4 2025 | Jan 26, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 15,712 | 722 | 0.07% | 0.06% | 181 | +2,708 | 20.82% | Q4 2025 | Feb 10, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 15,588 | 716 | 0.03% | 0.04% | 182 | -43 | -0.28% | Q4 2025 | Jan 12, 2026 |
| NewEdge Wealth, LLC | History | No change | 15,467 | 711 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Financial Connections Group, Inc. | History | No change | 15,384 | 707 | 0.24% | 0.27% | 184 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 14,889 | 684 | 0.01% | 0.01% | 185 | -9,553 | -39.08% | Q4 2025 | Feb 11, 2026 |
| Well Done, LLC | History | No change | 14,360 | 660 | 0.1% | 0.11% | 186 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| BROWN ADVISORY INC | History | Added to | 14,256 | 655 | 0.0% | 0.0% | 187 | +8,477 | 146.69% | Q4 2025 | Feb 13, 2026 |
| Birch Hill Investment Advisors LLC | History | Reduced | 14,122 | 649 | 0.03% | 0.03% | 188 | -3,400 | -19.4% | Q4 2025 | Jan 27, 2026 |
| Sandbox Financial Partners, LLC | History | Reduced | 14,077 | 647 | 0.18% | 0.19% | 189 | -386 | -2.67% | Q4 2025 | Jan 07, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 14,033 | 645 | 0.02% | 0.02% | 190 | +357 | 2.61% | Q4 2025 | Feb 11, 2026 |
| Dunhill Financial, LLC | History | Reduced | 13,987 | 643 | 0.16% | 0.17% | 191 | -181 | -1.28% | Q4 2025 | Jan 29, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 13,871 | 637 | 0.01% | 0.0% | 192 | +4,357 | 45.8% | Q4 2025 | Feb 12, 2026 |
| Financial Futures Ltd Liability Co. | History | Added to | 13,807 | 634 | 0.29% | 0.28% | 193 | +950 | 7.39% | Q4 2025 | Jan 23, 2026 |
| Round Rock Advisors LLC | History | Reduced | 13,618 | 626 | 0.09% | 0.1% | 194 | -115 | -0.84% | Q4 2025 | Jan 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 13,592 | 625 | 0.01% | 0.0% | 195 | +1,001 | 7.95% | Q4 2025 | Jan 05, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 13,008 | 598 | 0.05% | 0.04% | 196 | +1,556 | 13.59% | Q4 2025 | Feb 03, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 12,984 | 597 | 0.0% | 0.0% | 197 | -161 | -1.22% | Q4 2025 | Feb 10, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 12,990 | 597 | 0.08% | 0.09% | 198 | -3 | -0.02% | Q4 2025 | Jan 21, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 12,856 | 591 | 0.01% | 0.01% | 199 | +330 | 2.63% | Q4 2025 | Jan 27, 2026 |
| Bangor Savings Bank | History | Reduced | 12,855 | 591 | 0.05% | 0.05% | 200 | -50 | -0.39% | Q4 2025 | Jan 16, 2026 |
| PDS Planning, Inc | History | Added to | 12,707 | 584 | 0.04% | 0.04% | 201 | +740 | 6.18% | Q4 2025 | Jan 26, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 12,505 | 574 | 0.08% | 0.09% | 202 | +2 | 0.02% | Q4 2025 | Jan 09, 2026 |
| Great Diamond Partners, LLC | History | Reduced | 12,405 | 570 | 0.11% | 0.12% | 203 | -1,039 | -7.73% | Q4 2025 | Feb 06, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 11,866 | 545 | 0.19% | 0.19% | 204 | -108 | -0.9% | Q4 2025 | Feb 09, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 11,537 | 530 | 0.0% | — | 205 | +11,537 | New | Q4 2025 | Feb 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 11,511 | 529 | 0.0% | 0.0% | 206 | +27 | 0.24% | Q4 2025 | Feb 17, 2026 |
| LongView Wealth Management | History | Added to | 10,868 | 527 | 0.13% | 0.11% | 207 | +1,818 | 20.09% | Q4 2025 | Jan 13, 2026 |
| Johnson Financial Group, LLC | History | No change | 11,415 | 524 | 0.03% | 0.05% | 208 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Neuberger Berman Group LLC | History | No change | 11,385 | 523 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OLIO Financial Planning | History | Added to | 11,322 | 520 | 0.15% | 0.15% | 210 | +298 | 2.7% | Q4 2025 | Jan 21, 2026 |
| MGO ONE SEVEN LLC | History | No change | 11,023 | 506 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MAYPORT, LLC | History | No change | 10,951 | 503 | 0.1% | 0.11% | 212 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| 1ST SOURCE BANK | History | No change | 10,818 | 497 | 0.03% | 0.03% | 213 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Diversified Trust Co | History | No change | 10,765 | 494 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 10,628 | 488 | 0.0% | 0.0% | 215 | -5,409 | -33.73% | Q4 2025 | Feb 12, 2026 |
| DAVENPORT & Co LLC | History | Added to | 10,578 | 486 | 0.0% | 0.0% | 216 | +409 | 4.02% | Q4 2025 | Jan 12, 2026 |
| HILL ISLAND FINANCIAL LLC | History | Added to | 10,539 | 484 | 0.12% | 0.12% | 217 | +34 | 0.32% | Q4 2025 | Jan 22, 2026 |
| Mokosak Advisory Group, LLC | History | Reduced | 10,412 | 478 | 0.12% | 0.12% | 218 | -167 | -1.58% | Q4 2025 | Feb 03, 2026 |
| Private Advisor Group, LLC | History | Reduced | 10,321 | 474 | 0.0% | 0.0% | 219 | -3,894 | -27.39% | Q4 2025 | Feb 17, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Added to | 10,314 | 474 | 0.09% | 0.09% | 220 | +69 | 0.67% | Q4 2025 | Jan 13, 2026 |
| Foster Group, Inc. | History | Added to | 10,276 | 472 | 0.01% | 0.01% | 221 | +2,337 | 29.44% | Q4 2025 | Jan 12, 2026 |
| Farmers National Bank | History | New | 10,164 | 467 | 0.1% | — | 222 | +10,164 | New | Q4 2025 | Mar 12, 2026 |
| Brooklyn FI, LLC | History | Added to | 10,104 | 464 | 0.1% | 0.09% | 224 | +1,377 | 15.78% | Q4 2025 | Jan 21, 2026 |
| Paragon Capital Management Ltd | History | Added to | 10,099 | 464 | 0.09% | 0.09% | 223 | +28 | 0.28% | Q4 2025 | Jan 22, 2026 |
| Trailhead Planners LLC | History | New | 10,059 | 462 | 0.45% | — | 225 | +10,059 | New | Q4 2025 | Feb 12, 2026 |
| TRUEFG, LLC | History | Reduced | 9,951 | 457 | 0.12% | 0.12% | 226 | -46 | -0.46% | Q4 2025 | Jan 21, 2026 |
| Modern Wealth Management, LLC | History | Added to | 9,686 | 445 | 0.01% | 0.01% | 227 | +2,891 | 42.55% | Q4 2025 | Feb 17, 2026 |
| Emergent Wealth Advisors, LLC | History | No change | 9,559 | 439 | 0.25% | 0.25% | 228 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 9,516 | 437 | 0.04% | 0.03% | 229 | +1,698 | 21.72% | Q4 2025 | Feb 06, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 9,350 | 429 | 0.1% | 0.1% | 230 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Carr Financial Group Corp | History | Reduced | 9,126 | 419 | 0.11% | 0.13% | 231 | -1,464 | -13.82% | Q4 2025 | Jan 09, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 8,938 | 410 | 0.01% | 0.01% | 232 | -217 | -2.37% | Q4 2025 | Jan 22, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Added to | 8,711 | 400 | 0.07% | 0.08% | 233 | +26 | 0.3% | Q4 2025 | Jan 21, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 8,675 | 398 | 0.02% | 0.02% | 234 | -1,079 | -11.06% | Q4 2025 | Feb 06, 2026 |
| WASHINGTON TRUST BANK | History | Added to | 8,629 | 396 | 0.03% | 0.03% | 235 | +564 | 6.99% | Q4 2025 | Feb 04, 2026 |
| Lido Advisors, LLC | History | New | 8,548 | 392 | 0.0% | — | 236 | +8,548 | New | Q4 2025 | Feb 10, 2026 |
| Cornerstone Financial Management LLC | History | New | 8,504 | 391 | 0.37% | — | 237 | +8,504 | New | Q4 2025 | Feb 13, 2026 |
| Nautilus Advisors LLC | History | Added to | 8,465 | 389 | 0.25% | 0.25% | 238 | +77 | 0.92% | Q4 2025 | Jan 22, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 8,455 | 388 | 0.01% | — | 239 | +8,455 | New | Q4 2025 | Jan 09, 2026 |
| Xena Financial Planning, LLC | History | New | 8,408 | 386 | 0.45% | — | 240 | +8,408 | New | Q4 2025 | Jan 15, 2026 |
| Richard P Slaughter Associates Inc | History | Reduced | 8,317 | 382 | 0.08% | 0.08% | 242 | -113 | -1.34% | Q4 2025 | Jan 12, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 8,327 | 382 | 0.01% | 0.01% | 241 | +6 | 0.07% | Q4 2025 | Feb 04, 2026 |
| Equita Financial Network, Inc. | History | Added to | 8,135 | 374 | 0.11% | 0.11% | 243 | +895 | 12.36% | Q4 2025 | Jan 29, 2026 |
| Riverwater Partners LLC | History | Reduced | 7,990 | 367 | 0.14% | 0.15% | 244 | -125 | -1.54% | Q4 2025 | Feb 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 7,928 | 364 | 0.0% | 0.0% | 245 | +656 | 9.02% | Q4 2025 | Feb 12, 2026 |
| Midwest Trust Co | History | Reduced | 7,930 | 364 | 0.0% | 0.0% | 246 | -9 | -0.11% | Q4 2025 | Feb 04, 2026 |
| Western Wealth Management, LLC | History | Added to | 7,915 | 363 | 0.02% | 0.02% | 247 | +341 | 4.5% | Q4 2025 | Feb 05, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 7,873 | 362 | 0.04% | 0.04% | 248 | -213 | -2.63% | Q4 2025 | Mar 03, 2026 |
| MAI Capital Management | History | Reduced | 7,821 | 359 | 0.0% | 0.0% | 249 | -196 | -2.44% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | New | 7,702 | 354 | 0.0% | — | 250 | +7,702 | New | Q4 2025 | Jan 29, 2026 |
| Trust Co | History | Added to | 7,621 | 350 | 0.03% | 0.03% | 251 | +797 | 11.68% | Q4 2025 | Jan 15, 2026 |
| First Pacific Financial | History | Reduced | 7,335 | 337 | 0.04% | 0.05% | 252 | -412 | -5.32% | Q4 2025 | Jan 16, 2026 |
| MOLLER WEALTH PARTNERS | History | Added to | 7,218 | 331 | 0.07% | 0.07% | 253 | +21 | 0.29% | Q4 2025 | Jan 08, 2026 |
| Opulen Financial Group LLC | History | Added to | 7,185 | 330 | 0.24% | 0.24% | 254 | +100 | 1.41% | Q4 2025 | Feb 10, 2026 |
| Hills Bank & Trust Co | History | Reduced | 7,149 | 328 | 0.02% | 0.02% | 255 | -25 | -0.35% | Q4 2025 | Feb 05, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 7,135 | 327 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pathway Financial Advisors LLC | History | No change | 6,821 | 327 | 0.04% | 0.04% | 257 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Financially in Tune, LLC | History | New | 7,070 | 325 | 0.3% | — | 259 | +7,070 | New | Q4 2025 | Feb 27, 2026 |
| Wells Financial Advisors INC | History | No change | 7,085 | 325 | 0.62% | 0.43% | 258 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Orin Green Financial, LLC | History | No change | 7,015 | 322 | 0.13% | 0.13% | 260 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 6,834 | 314 | 0.01% | 0.01% | 261 | +323 | 4.96% | Q4 2025 | Jan 29, 2026 |
| LWM ADVISORS INC | History | No change | 6,834 | 314 | 0.28% | 0.28% | 262 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 6,767 | 311 | 0.08% | 0.08% | 263 | +14 | 0.21% | Q4 2025 | Feb 06, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 6,745 | 310 | 0.04% | — | 264 | +6,745 | New | Q4 2025 | Feb 04, 2026 |
| XTX Topco Ltd | History | New | 6,736 | 309 | 0.01% | — | 266 | +6,736 | New | Q4 2025 | Feb 17, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | New | 6,721 | 309 | 0.2% | — | 267 | +6,721 | New | Q4 2025 | Feb 09, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 6,736 | 309 | 0.02% | 0.02% | 265 | +1,475 | 28.04% | Q4 2025 | Feb 10, 2026 |
| United Asset Strategies, Inc. | History | Reduced | 6,531 | 300 | 0.02% | 0.02% | 268 | -275 | -4.04% | Q4 2025 | Jan 28, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Added to | 6,422 | 295 | 0.14% | 0.11% | 269 | +1,766 | 37.93% | Q4 2025 | Jan 29, 2026 |
| Weil Company, Inc. | History | Reduced | 6,389 | 293 | 0.07% | 0.07% | 270 | -275 | -4.13% | Q4 2025 | Jan 14, 2026 |
| Hiley Hunt Wealth Management | History | Added to | 6,316 | 290 | 0.13% | 0.13% | 271 | +158 | 2.57% | Q4 2025 | Jan 06, 2026 |
| Winter & Associates, Inc. | History | New | 6,285 | 288 | 0.27% | — | 273 | +6,285 | New | Q4 2025 | Feb 13, 2026 |
| Friedenthal Financial | History | Reduced | 6,277 | 288 | 0.15% | 0.16% | 272 | -529 | -7.77% | Q4 2025 | Jan 27, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Added to | 6,214 | 285 | 0.13% | 0.13% | 274 | +153 | 2.52% | Q4 2025 | Jan 26, 2026 |
| Hurlow Wealth Management Group, Inc. | History | No change | 6,188 | 284 | 0.07% | 0.07% | 275 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Linscomb Wealth, Inc. | History | No change | 6,137 | 282 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Harbor Group, Inc. | History | Reduced | 6,078 | 279 | 0.04% | 0.05% | 277 | -315 | -4.93% | Q4 2025 | Jan 12, 2026 |
| JNBA Financial Advisors | History | Added to | 6,030 | 277 | 0.02% | 0.02% | 278 | +12 | 0.2% | Q4 2025 | Jan 26, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 6,023 | 276 | 0.08% | 0.07% | 279 | +565 | 10.35% | Q4 2025 | Jan 28, 2026 |
| Old Peak Finance LLC | History | New | 5,962 | 274 | 0.17% | — | 280 | +5,962 | New | Q4 2025 | Feb 10, 2026 |
| Capital Analysts, LLC | History | Added to | 5,937 | 273 | 0.01% | 0.01% | 281 | +43 | 0.73% | Q4 2025 | Feb 11, 2026 |
| Peak Financial Management, Inc. | History | Reduced | 5,934 | 272 | 0.07% | 0.07% | 282 | -210 | -3.42% | Q4 2025 | Jan 23, 2026 |
| Ryan Investment Management, Inc. | History | Reduced | 5,873 | 270 | 0.15% | 0.2% | 283 | -2,156 | -26.85% | Q4 2025 | Jan 12, 2026 |
| Stewardship Advisors, LLC | History | Added to | 5,824 | 267 | 0.06% | 0.06% | 284 | +13 | 0.22% | Q4 2025 | Jan 15, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 5,768 | 265 | 0.03% | 0.03% | 285 | -173 | -2.91% | Q4 2025 | Feb 02, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 5,749 | 264 | 0.01% | 0.01% | 286 | -687 | -10.67% | Q4 2025 | Jan 26, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 5,735 | 263 | 0.01% | 0.02% | 287 | -295 | -4.89% | Q4 2025 | Feb 02, 2026 |
| Caprock Group, LLC | History | No change | 5,710 | 262 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| VAUGHAN & Co SECURITIES, INC. | History | Reduced | 5,524 | 253 | 0.13% | 0.13% | 289 | -100 | -1.78% | Q4 2025 | Jan 28, 2026 |
| Key FInancial Inc | History | Added to | 5,520 | 253 | 0.05% | 0.05% | 290 | +54 | 0.99% | Q4 2025 | Feb 09, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | Added to | 5,445 | 250 | 0.06% | 0.05% | 291 | +650 | 13.56% | Q4 2025 | Jan 14, 2026 |
| Weinberger Asset Management, Inc | History | New | 5,430 | 249 | 0.09% | — | 292 | +5,430 | New | Q4 2025 | Feb 09, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 5,402 | 248 | 0.0% | 0.0% | 293 | -33 | -0.61% | Q4 2025 | Feb 17, 2026 |
| Valmark Advisers, Inc. | History | No change | 5,377 | 247 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| National Wealth Management Group, LLC | History | Added to | 5,266 | 242 | 0.08% | 0.09% | 295 | +65 | 1.25% | Q4 2025 | Jan 12, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 5,250 | 241 | 0.01% | 0.01% | 296 | -350 | -6.25% | Q4 2025 | Feb 17, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | No change | 5,242 | 241 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 5,105 | 234 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AMARA FINANCIAL, LLC. | History | Reduced | 5,083 | 233 | 0.16% | 0.23% | 299 | -1,879 | -26.99% | Q4 2025 | Feb 03, 2026 |
| Viewpoint Capital Management LLC | History | No change | 5,000 | 229 | 0.1% | 0.1% | 300 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Finley Financial, LLC | History | No change | 5,000 | 229 | 0.1% | 0.1% | 301 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 4,968 | 228 | 0.2% | — | 303 | +4,968 | New | Q4 2025 | Feb 10, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 4,959 | 228 | 0.01% | 0.01% | 302 | +246 | 5.22% | Q4 2025 | Feb 10, 2026 |
| McClarren Financial Advisors, Inc. | History | Added to | 3,602 | 225 | 0.13% | 0.13% | 304 | +2,177 | 152.77% | Q4 2025 | Jan 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 4,835 | 222 | 0.01% | 0.01% | 305 | +296 | 6.52% | Q4 2025 | Jan 20, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 4,748 | 218 | 0.0% | 0.0% | 306 | +1 | 0.02% | Q4 2025 | Feb 05, 2026 |
| Focus Financial Network, Inc. | History | Added to | 4,739 | 217 | 0.01% | 0.01% | 307 | +59 | 1.26% | Q4 2025 | Jan 12, 2026 |
| Krilogy Financial LLC | History | Reduced | 4,388 | 215 | 0.01% | 0.03% | 308 | -13,179 | -75.02% | Q4 2025 | Jan 27, 2026 |
| Continuum Advisory, LLC | History | New | 4,658 | 214 | 0.02% | — | 310 | +4,658 | New | Q4 2025 | Feb 11, 2026 |
| Larson Financial Group LLC | History | Added to | 4,675 | 214 | 0.01% | 0.0% | 309 | +1,951 | 71.62% | Q4 2025 | Feb 06, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Reduced | 4,615 | 212 | 0.03% | 0.03% | 311 | -235 | -4.85% | Q4 2025 | Jan 26, 2026 |
| Keener Financial Planning LLC | History | Added to | 4,507 | 207 | 0.09% | 0.07% | 312 | +1,146 | 34.1% | Q4 2025 | Jan 23, 2026 |
| Ipsen Advisor Group LLC | History | New | 4,471 | 205 | 0.15% | — | 313 | +4,471 | New | Q4 2025 | Feb 11, 2026 |
| ASSOCIATED BANC-CORP | History | New | 4,449 | 204 | 0.01% | — | 314 | +4,449 | New | Q4 2025 | Feb 06, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 4,419 | 203 | 0.01% | 0.01% | 315 | -216 | -4.66% | Q4 2025 | Jan 23, 2026 |
| ProVise Management Group, LLC | History | New | 4,401 | 202 | 0.01% | — | 316 | +4,401 | New | Q4 2025 | Jan 29, 2026 |
| Whitegate Investment Counselors, Inc. | History | New | 4,360 | 200 | 0.06% | — | 317 | +4,360 | New | Q4 2025 | Feb 10, 2026 |
| Werba Rubin Papier Wealth Management | History | Reduced | 4,360 | 200 | 0.05% | 0.04% | 318 | -607 | -12.22% | Q4 2025 | Jan 27, 2026 |
| UMB Bank, n.a. | History | No change | 4,186 | 192 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Horizon Investments, LLC | History | Reduced | 4,118 | 189 | 0.0% | 0.0% | 320 | -1,143 | -21.73% | Q4 2025 | Feb 02, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 3,990 | 183 | 0.01% | — | 321 | +3,990 | New | Q4 2025 | Jan 21, 2026 |
| FIRST HORIZON CORP | History | New | 3,862 | 177 | 0.01% | — | 322 | +3,862 | New | Q4 2025 | Jan 27, 2026 |
| TFC Financial Management, Inc. | History | New | 3,840 | 176 | 0.02% | — | 323 | +3,840 | New | Q4 2025 | Jan 23, 2026 |
| Sunrise Financial Services, LLC | History | New | 3,634 | 167 | 0.13% | — | 324 | +3,634 | New | Q4 2025 | Feb 11, 2026 |
| American Capital Advisory, LLC | History | Added to | 3,628 | 166 | 0.07% | 0.08% | 325 | +7 | 0.19% | Q4 2025 | Jan 30, 2026 |
| COMERICA BANK | History | Added to | 3,525 | 162 | 0.0% | 0.0% | 326 | +6 | 0.17% | Q4 2025 | Jan 29, 2026 |
| CENTRAL TRUST Co | History | Added to | 3,486 | 160 | 0.0% | 0.0% | 327 | +3,306 | 1836.67% | Q4 2025 | Feb 02, 2026 |
| Carolina Wealth Advisors, LLC | History | No change | 3,089 | 142 | 0.06% | 0.06% | 328 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Arax Advisory Partners | History | New | 2,955 | 135 | 0.0% | — | 329 | +2,955 | New | Q4 2025 | Feb 13, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 2,889 | 132 | 0.0% | 0.0% | 330 | +1,188 | 69.84% | Q4 2025 | Feb 03, 2026 |
| Founders Financial Alliance, LLC | History | No change | 2,890 | 132 | 0.02% | 0.02% | 331 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 2,840 | 130 | 0.02% | 0.01% | 332 | +329 | 13.1% | Q4 2025 | Jan 07, 2026 |
| BLUELINE ADVISORS LLC | History | New | 2,803 | 128 | 0.1% | — | 333 | +2,803 | New | Q4 2025 | Feb 10, 2026 |
| Horizons Wealth Management | History | No change | 2,579 | 118 | 0.08% | 0.08% | 334 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Sherman Asset Management, Inc. | History | Added to | 2,456 | 112 | 0.09% | 0.05% | 335 | +1,094 | 80.32% | Q4 2025 | Feb 05, 2026 |
| BIRCHBROOK, INC. | History | Reduced | 2,324 | 106 | 0.05% | 0.08% | 336 | -1,070 | -31.53% | Q4 2025 | Feb 04, 2026 |
| NBT BANK N A /NY | History | Added to | 2,235 | 102 | 0.01% | 0.01% | 337 | +172 | 8.34% | Q4 2025 | Jan 23, 2026 |
| Rossmore Private Capital | History | No change | 2,042 | 93 | 0.01% | 0.01% | 338 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Stephens Consulting, LLC | History | Reduced | 1,980 | 91 | 0.03% | 0.03% | 339 | -64 | -3.13% | Q4 2025 | Jan 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,939 | 89 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Advantage Trust Co | History | No change | 1,907 | 87 | 0.04% | 0.04% | 341 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| UNION SAVINGS BANK | History | New | 1,827 | 83 | 0.04% | — | 342 | +1,827 | New | Q4 2025 | Mar 06, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 1,764 | 81 | 0.02% | 0.02% | 343 | +4 | 0.23% | Q4 2025 | Feb 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1,645 | 75 | 0.01% | — | 345 | +1,645 | New | Q4 2025 | Feb 09, 2026 |
| 4Thought Financial Group Inc. | History | Reduced | 1,631 | 75 | 0.04% | 0.04% | 344 | -30 | -1.81% | Q4 2025 | Jan 29, 2026 |
| Quaker Wealth Management, LLC | History | No change | 1,607 | 73 | 0.02% | 0.02% | 346 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Investors Research Corp | History | No change | 1,526 | 70 | 0.01% | 0.01% | 347 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Nemes Rush Group LLC | History | Reduced | 1,251 | 57 | 0.01% | 0.01% | 348 | -43 | -3.32% | Q4 2025 | Feb 11, 2026 |
| Sage Mountain Advisors LLC | History | New | 1,183 | 54 | 0.0% | — | 349 | +1,183 | New | Q4 2025 | Jan 23, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 1,117 | 51 | 0.04% | 0.04% | 350 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,108 | 50 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Kennebec Savings Bank | History | No change | 1,099 | 50 | 0.04% | 0.04% | 352 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,058 | 48 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,015 | 46 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| HM PAYSON & CO | History | No change | 1,000 | 45 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ancora Advisors LLC | History | No change | 950 | 43 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | New | 928 | 42 | 0.0% | — | 357 | +928 | New | Q4 2025 | Feb 17, 2026 |
| Rossby Financial, LCC | History | Reduced | 917 | 42 | 0.01% | 0.01% | 359 | -2 | -0.22% | Q4 2025 | Feb 12, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 915 | 42 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| IFP Advisors, Inc | History | Added to | 910 | 41 | 0.0% | 0.0% | 361 | +179 | 24.49% | Q4 2025 | Feb 06, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 904 | 41 | 0.02% | 0.02% | 360 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 861 | 39 | 0.0% | 0.0% | 362 | +122 | 16.51% | Q4 2025 | Feb 17, 2026 |
| Spire Wealth Management | History | New | 797 | 36 | 0.0% | — | 363 | +797 | New | Q4 2025 | Jan 14, 2026 |
| Operose Advisors LLC | History | Added to | 777 | 35 | 0.01% | 0.0% | 364 | +461 | 145.89% | Q4 2025 | Feb 10, 2026 |
| GoalVest Advisory LLC | History | Reduced | 659 | 30 | 0.01% | 0.03% | 365 | -2,325 | -77.92% | Q4 2025 | Jan 05, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 636 | 29 | 0.01% | 0.03% | 366 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | No change | 625 | 28 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Capitol Family Office, Inc. | History | Reduced | 589 | 27 | 0.03% | 0.03% | 368 | -16 | -2.64% | Q4 2025 | Jan 26, 2026 |
| Centerpoint Advisors, LLC | History | Added to | 564 | 26 | 0.01% | 0.01% | 370 | +57 | 11.24% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | No change | 567 | 26 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 584 | 26 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Covestor Ltd | History | Added to | 477 | 22 | 0.01% | 0.01% | 373 | +22 | 4.84% | Q4 2025 | Feb 06, 2026 |
| CVA Family Office, LLC | History | No change | 496 | 22 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Your Advocates Ltd., LLP | History | Reduced | 472 | 21 | 0.01% | 0.01% | 376 | -488 | -50.83% | Q4 2025 | Feb 02, 2026 |
| AlphaCore Capital LLC | History | New | 458 | 21 | 0.0% | — | 375 | +458 | New | Q4 2025 | Feb 05, 2026 |
| Westend Capital Management, LLC | History | No change | 467 | 21 | 0.01% | 0.01% | 374 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 455 | 20 | 0.0% | 0.0% | 378 | +4 | 0.89% | Q4 2025 | Jan 08, 2026 |
| Front Row Advisors LLC | History | No change | 442 | 20 | 0.01% | 0.01% | 377 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DAGCO, INC. | History | Added to | 429 | 19 | 0.0% | 0.0% | 380 | +1 | 0.23% | Q4 2025 | Jan 08, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 429 | 19 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 411 | 18 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 373 | 17 | 0.0% | — | 382 | +368 | 7360.0% | Q4 2025 | Feb 09, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 372 | 17 | 0.0% | 0.0% | 383 | +1 | 0.27% | Q4 2025 | Jan 28, 2026 |
| Archer Investment Corp | History | No change | 361 | 16 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 360 | 16 | 0.01% | 0.01% | 385 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 302 | 13 | 0.01% | 0.01% | 386 | -300 | -49.83% | Q4 2025 | Feb 18, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 265 | 12 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 248 | 11 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MASECO LLP | History | No change | 254 | 11 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Center for Financial Planning, Inc. | History | No change | 218 | 10 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| MTM Investment Management, LLC | History | No change | 200 | 9 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 191 | 8 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| IAG Wealth Partners, LLC | History | No change | 185 | 8 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CDKV HOLDINGS LLC | History | New | 165 | 7 | 0.01% | — | 394 | +165 | New | Q4 2025 | Feb 17, 2026 |
| OBSIDIAN CIO, LLC | History | Reduced | 115 | 5 | 0.01% | 0.04% | 395 | -7,358 | -98.46% | Q4 2025 | Feb 18, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 122 | 5 | 0.0% | 0.0% | 396 | +88 | 258.82% | Q4 2025 | Feb 13, 2026 |
| Concord Wealth Partners | History | Reduced | 94 | 4 | 0.0% | 0.01% | 397 | -984 | -91.28% | Q4 2025 | Jan 29, 2026 |
| Valued Wealth Advisors LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | New | 75 | 3 | 0.0% | — | 402 | +75 | New | Q4 2025 | Jan 28, 2026 |
| Triumph Capital Management | History | New | 73 | 3 | 0.0% | — | 401 | +73 | New | Q4 2025 | Feb 12, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 72 | 3 | 0.0% | 0.0% | 400 | +32 | 80.0% | Q4 2025 | Feb 20, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 70 | 3 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Key Capital Management, INC | History | New | 64 | 2 | 0.0% | — | 406 | +64 | New | Q4 2025 | Jan 26, 2026 |
| Noble Wealth Management PBC | History | Reduced | 60 | 2 | 0.0% | 0.0% | 405 | -16 | -21.05% | Q4 2025 | Jan 05, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 58 | 2 | 0.0% | 0.0% | 404 | +10 | 20.83% | Q4 2025 | Jan 14, 2026 |
| Community Bank, N.A. | History | No change | 51 | 2 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| ORG Partners LLC | History | Reduced | 37 | 1 | 0.0% | 0.0% | 408 | -438 | -92.21% | Q4 2025 | Jan 14, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -53,441 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -49,295 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -18,190 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.02% | — | -13,044 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Shira Ridge Wealth Management | History | Closed out | 0 | 0 | — | 0.2% | — | -10,367 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Montecito Bank & Trust | History | Closed out | 0 | 0 | — | 0.07% | — | -9,370 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,095 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Tarbox Family Office, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -6,695 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Aaron Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,566 | -100.0% | Q3 2025 | Oct 03, 2025 |
| RTD Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -4,721 | -100.0% | Q3 2025 | Oct 14, 2025 |
| SPINNAKER TRUST | History | Closed out | 0 | 0 | — | 0.01% | — | -4,630 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,500 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,476 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,443 | -100.0% | Q3 2025 | Oct 07, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,663 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,234 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Clarity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -467 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Hughes Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -321 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -148 | -100.0% | Q3 2025 | Nov 14, 2025 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Feb 03, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 11, 2026 |
| Financial Life Planners | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Davis Capital Management | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 28, 2026 |
| Glassman Wealth Services | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| WealthShield Partners, LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Root Financial Partners, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Urban Financial Advisory Corp | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |