HSBC HOLDINGS PLC - HSBC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 23 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fisher Asset Management, LLC | History | Added to | 17,800,748 | 1,400,384 | 0.48% | 0.45% | 1 | +402,288 | 2.31% | Q4 2025 | Feb 09, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 10,362,347 | 815,205 | 0.17% | 0.16% | 2 | -213,297 | -2.02% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 7,483,883 | 588,757 | 0.04% | 0.03% | 3 | +993,473 | 15.31% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 5,916,753 | 465,470 | 0.06% | 0.05% | 4 | -313,796 | -5.04% | Q4 2025 | Mar 25, 2026 |
| FMR LLC | History | Reduced | 3,142,028 | 247,183 | 0.01% | 0.01% | 5 | -448,627 | -12.49% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 3,008,324 | 236,664 | 0.03% | 0.03% | 6 | -36,810 | -1.21% | Q4 2025 | Feb 17, 2026 |
| Sanders Capital, LLC | History | Reduced | 2,887,470 | 227,157 | 0.26% | 0.26% | 7 | -82,540 | -2.78% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Reduced | 2,647,669 | 208,292 | 0.0% | 0.0% | 8 | -245,273 | -8.48% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,261,682 | 177,926 | 0.01% | 0.01% | 9 | +193,890 | 9.38% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 1,997,938 | 157,177 | 0.02% | 0.02% | 10 | -308,663 | -13.38% | Q4 2025 | Feb 17, 2026 |
| Clearbridge Investments, LLC | History | Added to | 1,443,716 | 113,577 | 0.09% | 0.04% | 11 | +627,857 | 76.96% | Q4 2025 | Feb 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,440,244 | 113,303 | 0.06% | 0.05% | 12 | +128,424 | 9.79% | Q4 2025 | Feb 13, 2026 |
| CONTRARIAN CAPITAL MANAGEMENT, L.L.C. | History | No change | 1,265,656 | 99,569 | 26.23% | 22.67% | 13 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 1,190,359 | 93,645 | 0.01% | 0.01% | 14 | -79,538 | -6.26% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,112,059 | 87,487 | 0.01% | — | 15 | +1,112,059 | New | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 715,725 | 56,306 | 0.15% | 0.02% | 16 | +613,066 | 597.19% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Added to | 632,332 | 49,745 | 0.01% | 0.01% | 17 | +55,718 | 9.66% | Q4 2025 | Jan 29, 2026 |
| COOKSON PEIRCE & CO INC | History | Reduced | 613,956 | 48,299 | 2.0% | 1.82% | 18 | -10,013 | -1.6% | Q4 2025 | Feb 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 604,094 | 47,524 | 0.02% | 0.01% | 19 | +395,853 | 190.09% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 590,663 | 46,467 | 0.26% | 0.22% | 20 | +52,425 | 9.74% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 555,713 | 43,727 | 0.01% | 0.01% | 21 | +100,625 | 22.11% | Q4 2025 | Feb 18, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 506,963 | 39,882 | 0.11% | 0.1% | 22 | -8,472 | -1.64% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 493,614 | 38,832 | 0.03% | 0.03% | 23 | -78,097 | -13.66% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 485,468 | 38,191 | 0.01% | 0.0% | 24 | +65,241 | 15.53% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 470,511 | 37,015 | 0.01% | 0.01% | 25 | +79,382 | 20.3% | Q4 2025 | Feb 13, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 466,801 | 36,723 | 0.53% | 0.51% | 26 | -13,337 | -2.78% | Q4 2025 | Feb 03, 2026 |
| Quantinno Capital Management LP | History | Added to | 435,064 | 34,226 | 0.07% | 0.07% | 27 | +72,706 | 20.06% | Q4 2025 | Feb 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 407,128 | 32,029 | 0.05% | 0.04% | 28 | -24,589 | -5.7% | Q4 2025 | Feb 10, 2026 |
| Parallax Volatility Advisers, L.P. | History | Added to | 402,270 | 31,646 | 0.06% | 0.02% | 29 | +212,562 | 112.05% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 392,808 | 30,902 | 0.0% | 0.0% | 30 | -22,553 | -5.43% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Added to | 384,037 | 30,212 | 0.01% | 0.01% | 31 | +43,986 | 12.94% | Q4 2025 | Feb 11, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 361,303 | 28,423 | 0.03% | 0.02% | 32 | +133,379 | 58.52% | Q4 2025 | Feb 17, 2026 |
| ABC ARBITRAGE SA | History | Added to | 360,332 | 28,347 | 2.65% | 1.71% | 33 | +116,163 | 47.57% | Q4 2025 | Feb 04, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 354,049 | 27,853 | 0.0% | 0.0% | 34 | +36,537 | 11.51% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 348,992 | 27,455 | 0.01% | 0.0% | 35 | +126,076 | 56.56% | Q4 2025 | Feb 10, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 319,905 | 25,166 | 0.0% | 0.0% | 36 | -29,337 | -8.4% | Q4 2025 | Feb 10, 2026 |
| Creative Planning | History | Added to | 318,178 | 25,031 | 0.02% | 0.02% | 37 | +3,794 | 1.21% | Q4 2025 | Feb 17, 2026 |
| Walleye Trading LLC | History | Added to | 317,900 | 25,009 | 0.04% | 0.03% | 38 | +34,700 | 12.25% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 298,361 | 23,472 | 0.01% | 0.0% | 39 | +49,476 | 19.88% | Q4 2025 | Feb 13, 2026 |
| 1832 Asset Management L.P. | History | Added to | 298,350 | 23,471 | 0.02% | 0.02% | 40 | +350 | 0.12% | Q4 2025 | Feb 13, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | Reduced | 295,700 | 23,262 | 1.54% | 1.42% | 41 | -3,809 | -1.27% | Q4 2025 | Jan 27, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 295,056 | 23,212 | 0.01% | 0.01% | 42 | +45,816 | 18.38% | Q4 2025 | Feb 17, 2026 |
| Foresight Global Investors, Inc. | History | Added to | 293,355 | 23,078 | 10.86% | 7.6% | 43 | +112,880 | 62.55% | Q4 2025 | Mar 19, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 135,201 | 21,968 | 0.01% | 0.02% | 44 | +31,992 | 31.0% | Q4 2025 | Feb 10, 2026 |
| HighTower Advisors, LLC | History | Added to | 266,449 | 20,961 | 0.02% | 0.02% | 45 | +805 | 0.3% | Q4 2025 | Feb 06, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 260,902 | 20,525 | 0.01% | 0.0% | 46 | +218 | 0.08% | Q4 2025 | Feb 11, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 224,222 | 17,639 | 0.2% | 0.19% | 47 | -1,102 | -0.49% | Q4 2025 | Feb 02, 2026 |
| Janney Capital Management LLC | History | Reduced | 219,596 | 17,276 | 1.09% | 0.99% | 48 | -5,295 | -2.35% | Q4 2025 | Feb 11, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 208,200 | 16,379 | 0.03% | 49.76% | 49 | +57,200 | 37.88% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 205,187 | 16,149 | 0.02% | 0.02% | 50 | +5,808 | 2.91% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 203,756 | 16,029 | 0.02% | 0.02% | 51 | +5,830 | 2.95% | Q4 2025 | Feb 18, 2026 |
| Promethos Capital, LLC | History | Reduced | 199,432 | 15,689 | 4.28% | 3.92% | 52 | -9,379 | -4.49% | Q4 2025 | Feb 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 184,943 | 14,549 | 0.02% | — | 53 | +184,943 | New | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 182,875 | 14,387 | 0.04% | 0.03% | 54 | +60,167 | 49.03% | Q4 2025 | Jan 26, 2026 |
| HRT FINANCIAL LP | History | New | 176,364 | 13,874 | 0.04% | — | 55 | +176,364 | New | Q4 2025 | Feb 12, 2026 |
| PEAK6 LLC | History | Added to | 170,800 | 13,436 | 0.02% | 0.01% | 56 | +70,000 | 69.44% | Q4 2025 | Mar 12, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Added to | 41,574 | 13,335 | 3.21% | 0.23% | 57 | +27,094 | 187.11% | Q4 2025 | Feb 12, 2026 |
| MARSHALL WACE, LLP | History | New | 169,065 | 13,300 | 0.01% | — | 58 | +169,065 | New | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, LLC | History | New | 166,928 | 13,132 | 0.05% | — | 59 | +166,928 | New | Q4 2025 | Feb 13, 2026 |
| American Assets Investment Management, LLC | History | No change | 166,918 | 13,131 | 0.91% | 0.87% | 60 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| US BANCORP \DE\ | History | Added to | 165,949 | 13,055 | 0.02% | 0.01% | 61 | +14,953 | 9.9% | Q4 2025 | Jan 30, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 160,760 | 12,646 | 0.23% | 0.19% | 62 | +20,406 | 14.54% | Q4 2025 | Jan 23, 2026 |
| Ethic Inc. | History | Added to | 154,598 | 12,162 | 0.19% | 0.18% | 63 | +3,528 | 2.34% | Q4 2025 | Feb 03, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 146,375 | 11,515 | 0.0% | 0.01% | 64 | -91,708 | -38.52% | Q4 2025 | Feb 12, 2026 |
| SG Americas Securities, LLC | History | Added to | 145,262 | 11,428 | 0.01% | 0.0% | 65 | +142,149 | 4566.3% | Q4 2025 | Jan 09, 2026 |
| Walleye Capital LLC | History | Added to | 144,449 | 11,363 | 0.03% | 0.03% | 66 | +49,449 | 52.05% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 143,600 | 11,297 | 0.02% | 0.01% | 67 | +39,500 | 37.94% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 137,776 | 10,838 | 0.01% | 0.01% | 68 | +4,525 | 3.4% | Q4 2025 | Feb 13, 2026 |
| Twin Tree Management, LP | History | Added to | 133,700 | 10,518 | 0.09% | 0.01% | 69 | +111,100 | 491.59% | Q4 2025 | Feb 11, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 130,851 | 10,294 | 0.1% | 0.09% | 70 | +6,016 | 4.82% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 124,815 | 9,831 | 0.0% | 0.0% | 71 | +14,505 | 13.15% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 123,369 | 9,705 | 0.02% | 0.02% | 72 | +13,443 | 12.23% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 122,012 | 9,598 | 0.01% | 0.01% | 73 | +5,644 | 4.85% | Q4 2025 | Feb 13, 2026 |
| M&T BANK CORP | History | Added to | 120,296 | 9,464 | 0.03% | 0.03% | 74 | +57 | 0.05% | Q4 2025 | Jan 30, 2026 |
| Cerity Partners LLC | History | Added to | 120,252 | 9,460 | 0.01% | 0.01% | 75 | +12,212 | 11.3% | Q4 2025 | Feb 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 115,628 | 9,096 | 0.01% | 0.01% | 76 | +4,624 | 4.17% | Q4 2025 | Feb 17, 2026 |
| Manatuck Hill Partners, LLC | History | No change | 107,448 | 8,452 | 2.96% | 2.52% | 77 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 106,622 | 8,387 | 0.01% | 0.05% | 78 | -384,300 | -78.28% | Q4 2025 | Feb 12, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 100,800 | 7,929 | 0.28% | 0.26% | 79 | -5,600 | -5.26% | Q4 2025 | Jan 27, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 98,928 | 7,782 | 0.06% | 0.04% | 80 | +20,990 | 26.93% | Q4 2025 | Feb 12, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Reduced | 98,649 | 7,760 | 0.02% | 0.07% | 81 | -237,097 | -70.62% | Q4 2025 | Feb 17, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 97,510 | 7,671 | 0.16% | — | 82 | +97,510 | New | Q4 2025 | Feb 17, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 94,331 | 7,421 | 0.36% | — | 83 | +94,331 | New | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 87,472 | 6,881 | 0.01% | 0.01% | 84 | +2,482 | 2.92% | Q4 2025 | Feb 02, 2026 |
| Tredje AP-fonden | History | New | 86,869 | 6,833 | 0.05% | — | 85 | +86,869 | New | Q4 2025 | Feb 06, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 85,771 | 6,747 | 0.01% | 0.01% | 86 | +30,342 | 54.74% | Q4 2025 | Feb 12, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 83,647 | 6,580 | 0.04% | 0.04% | 87 | +749 | 0.9% | Q4 2025 | Jan 27, 2026 |
| Point72 Asset Management, L.P. | History | New | 80,700 | 6,348 | 0.01% | — | 88 | +80,700 | New | Q4 2025 | Feb 17, 2026 |
| Callan Family Office, LLC | History | Added to | 78,458 | 6,172 | 0.13% | 0.13% | 89 | +22,121 | 39.27% | Q4 2025 | Feb 12, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 77,552 | 6,101 | 0.06% | 0.05% | 90 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 76,925 | 6,051 | 0.01% | 0.01% | 91 | +14,300 | 22.83% | Q4 2025 | Feb 17, 2026 |
| Brooklyn Investment Group | History | Added to | 76,186 | 6,007 | 0.28% | 0.21% | 92 | +50,407 | 195.54% | Q4 2025 | Feb 12, 2026 |
| Compound Planning, Inc. | History | Added to | 74,634 | 5,871 | 0.17% | 0.16% | 93 | +6,099 | 8.9% | Q4 2025 | Feb 19, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 74,378 | 5,851 | 0.0% | 0.0% | 94 | +8,100 | 12.22% | Q4 2025 | Feb 10, 2026 |
| Vident Advisory, LLC | History | Reduced | 73,452 | 5,778 | 0.05% | 0.05% | 95 | -2,968 | -3.88% | Q4 2025 | Feb 18, 2026 |
| Naviter Wealth, LLC | History | Reduced | 72,202 | 5,680 | 0.74% | 0.72% | 96 | -14,503 | -16.73% | Q4 2025 | Jan 21, 2026 |
| Cetera Investment Advisers | History | Added to | 69,501 | 5,467 | 0.01% | 0.01% | 97 | +5,727 | 8.98% | Q4 2025 | Feb 17, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | Reduced | 67,322 | 5,296 | 0.37% | 0.39% | 98 | -4,678 | -6.5% | Q4 2025 | Jan 14, 2026 |
| Caprock Group, LLC | History | Added to | 65,429 | 5,147 | 0.11% | 0.1% | 99 | +5,860 | 9.84% | Q4 2025 | Jan 28, 2026 |
| NewEdge Wealth, LLC | History | Added to | 63,864 | 5,024 | 0.06% | 0.06% | 100 | +9,009 | 16.42% | Q4 2025 | Feb 03, 2026 |
| Neuberger Berman Group LLC | History | Added to | 62,846 | 4,944 | 0.0% | 0.0% | 101 | +9,595 | 18.02% | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 61,723 | 4,855 | 0.03% | 0.03% | 102 | +294 | 0.48% | Q4 2025 | Feb 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 61,589 | 4,845 | 0.0% | 0.0% | 103 | +485 | 0.79% | Q4 2025 | Feb 06, 2026 |
| Old Port Advisors | History | Added to | 59,553 | 4,685 | 1.15% | 1.06% | 104 | +292 | 0.49% | Q4 2025 | Jan 08, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 58,873 | 4,631 | 0.07% | 0.07% | 105 | -360 | -0.61% | Q4 2025 | Jan 20, 2026 |
| Vise Technologies, Inc. | History | Added to | 58,865 | 4,630 | 0.09% | 0.1% | 106 | +19,928 | 51.18% | Q4 2025 | Feb 11, 2026 |
| Limestone Investment Advisors LP | History | Reduced | 56,037 | 4,408 | 0.42% | 0.39% | 107 | -13,000 | -18.83% | Q4 2025 | Feb 17, 2026 |
| Americana Partners, LLC | History | Reduced | 54,482 | 4,286 | 0.12% | 0.12% | 108 | -394 | -0.72% | Q4 2025 | Feb 06, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 53,701 | 4,224 | 0.12% | 0.11% | 109 | +29,229 | 119.44% | Q4 2025 | Feb 10, 2026 |
| Catalyst Capital Advisors LLC | History | Reduced | 53,125 | 4,179 | 0.09% | 0.08% | 110 | -2,425 | -4.37% | Q4 2025 | Feb 10, 2026 |
| Corient Private Wealth LLC | History | Reduced | 53,111 | 4,174 | 0.01% | 0.01% | 111 | -993 | -1.84% | Q4 2025 | Mar 09, 2026 |
| Jackson Wealth Management, LLC | History | Added to | 52,890 | 4,161 | 0.41% | 0.36% | 112 | +2,702 | 5.38% | Q4 2025 | Jan 20, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 52,738 | 4,148 | 0.01% | 0.0% | 113 | +24,836 | 89.01% | Q4 2025 | Feb 10, 2026 |
| Prospera Financial Services Inc | History | Added to | 51,238 | 4,031 | 0.07% | 0.04% | 114 | +14,933 | 41.13% | Q4 2025 | Feb 09, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 51,042 | 4,015 | 0.0% | 0.0% | 115 | +17,090 | 50.34% | Q4 2025 | Feb 13, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 50,587 | 3,979 | 0.01% | 0.01% | 116 | +4,830 | 10.56% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 49,897 | 3,925 | 0.01% | 0.01% | 117 | -4,921 | -8.98% | Q4 2025 | Feb 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 49,764 | 3,914 | 0.05% | — | 118 | +49,764 | New | Q4 2025 | Feb 06, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 49,676 | 3,907 | 0.01% | 0.01% | 119 | +3,698 | 8.04% | Q4 2025 | Feb 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 49,430 | 3,888 | 0.02% | 0.01% | 120 | +22,680 | 84.79% | Q4 2025 | Feb 17, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 48,752 | 3,835 | 0.13% | — | 121 | +48,752 | New | Q4 2025 | Feb 13, 2026 |
| Jain Global LLC | History | Added to | 47,796 | 3,760 | 0.02% | 0.01% | 122 | +28,475 | 147.38% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 47,456 | 3,733 | 0.01% | 0.0% | 123 | +20,281 | 74.63% | Q4 2025 | Jan 23, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 47,325 | 3,723 | 0.09% | — | 124 | +47,325 | New | Q4 2025 | Feb 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 47,083 | 3,704 | 0.05% | 0.04% | 125 | +10,192 | 27.63% | Q4 2025 | Feb 09, 2026 |
| Forum Financial Management, LP | History | No change | 44,246 | 3,480 | 0.05% | 0.04% | 126 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 41,456 | 3,261 | 0.01% | 0.01% | 127 | -880 | -2.08% | Q4 2025 | Mar 16, 2026 |
| Farringdon Capital, Ltd. | History | Added to | 41,273 | 3,246 | 0.8% | 0.46% | 128 | +15,781 | 61.91% | Q4 2025 | Feb 17, 2026 |
| DAVENPORT & Co LLC | History | Added to | 40,407 | 3,178 | 0.02% | 0.01% | 129 | +2,057 | 5.36% | Q4 2025 | Jan 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 39,884 | 3,137 | 0.04% | 0.03% | 130 | +1,412 | 3.67% | Q4 2025 | Jan 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 37,777 | 3,100 | 0.0% | 0.0% | 131 | +8,444 | 28.79% | Q4 2025 | Jan 08, 2026 |
| Stamos Capital Partners, L.P. | History | Reduced | 37,415 | 2,943 | 0.47% | 0.6% | 132 | -7,257 | -16.25% | Q4 2025 | Feb 12, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 35,401 | 2,920 | 0.03% | 0.03% | 133 | -2,345 | -6.21% | Q4 2025 | Jan 21, 2026 |
| CIBC Asset Management Inc | History | Added to | 37,529 | 2,917 | 0.01% | 0.01% | 134 | +773 | 2.1% | Q4 2025 | Feb 10, 2026 |
| CREDIT AGRICOLE S A | History | New | 36,978 | 2,909 | 0.01% | — | 135 | +36,978 | New | Q4 2025 | Feb 17, 2026 |
| Qtron Investments LLC | History | Reduced | 36,951 | 2,906 | 0.38% | 0.34% | 136 | -1,437 | -3.74% | Q4 2025 | Feb 12, 2026 |
| DRW Securities, LLC | History | Added to | 36,897 | 2,902 | 0.08% | 0.0% | 137 | +33,800 | 1091.38% | Q4 2025 | Feb 12, 2026 |
| OPAL CAPITAL LLC | History | New | 36,804 | 2,895 | 0.72% | — | 138 | +36,804 | New | Q4 2025 | Feb 17, 2026 |
| TrueMark Investments, LLC | History | Reduced | 36,785 | 2,893 | 0.55% | 0.57% | 139 | -9,717 | -20.9% | Q4 2025 | Jan 14, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 35,828 | 2,819 | 0.01% | 0.01% | 140 | -6,072 | -14.49% | Q4 2025 | Feb 06, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 33,913 | 2,667 | 0.01% | 0.01% | 141 | +796 | 2.4% | Q4 2025 | Feb 12, 2026 |
| RAELIPSKIE PARTNERSHIP | History | Reduced | 33,821 | 2,660 | 1.12% | 1.12% | 142 | -2,963 | -8.06% | Q4 2025 | Feb 04, 2026 |
| Squarepoint Ops LLC | History | Added to | 33,600 | 2,643 | 0.0% | 0.0% | 143 | +100 | 0.3% | Q4 2025 | Feb 13, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 32,564 | 2,561 | 0.14% | 0.11% | 144 | +7,117 | 27.97% | Q4 2025 | Jan 21, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 32,489 | 2,555 | 0.05% | 0.06% | 145 | -1,143 | -3.4% | Q4 2025 | Feb 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 32,437 | 2,551 | 0.05% | 0.05% | 146 | +2,734 | 9.2% | Q4 2025 | Feb 03, 2026 |
| XTX Topco Ltd | History | Reduced | 32,309 | 2,541 | 0.07% | 0.14% | 147 | -5,192 | -13.84% | Q4 2025 | Feb 17, 2026 |
| AMJ Financial Wealth Management | History | Reduced | 32,248 | 2,536 | 0.6% | 2.01% | 148 | -86,589 | -72.86% | Q4 2025 | Feb 05, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 31,928 | 2,511 | 0.15% | 0.15% | 149 | -2,911 | -8.36% | Q4 2025 | Feb 10, 2026 |
| Sowell Financial Services LLC | History | Added to | 31,609 | 2,486 | 0.09% | 0.07% | 150 | +4,899 | 18.34% | Q4 2025 | Jan 21, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 31,232 | 2,457 | 0.04% | 0.04% | 151 | -1,490 | -4.55% | Q4 2025 | Feb 12, 2026 |
| &PARTNERS | History | Added to | 31,217 | 2,455 | 0.01% | 0.01% | 152 | +3,120 | 11.1% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 30,907 | 2,431 | 0.01% | 0.01% | 153 | +4,324 | 16.27% | Q4 2025 | Feb 18, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 29,525 | 2,408 | 0.0% | 0.0% | 154 | +7,410 | 33.51% | Q4 2025 | Jan 15, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 30,356 | 2,388 | 0.01% | 0.01% | 155 | -4,028 | -11.71% | Q4 2025 | Feb 12, 2026 |
| SYON CAPITAL LLC | History | Added to | 29,144 | 2,292 | 0.11% | 0.11% | 156 | +959 | 3.4% | Q4 2025 | Feb 11, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 28,906 | 2,274 | 0.07% | 0.06% | 157 | +1,523 | 5.56% | Q4 2025 | Jan 30, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 28,437 | 2,237 | 0.07% | 0.06% | 158 | +1,615 | 6.02% | Q4 2025 | Feb 12, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 28,087 | 2,209 | 0.03% | 0.03% | 159 | -7,174 | -20.35% | Q4 2025 | Feb 09, 2026 |
| GLENMEDE TRUST CO NA | History | New | 27,777 | 2,185 | 0.01% | — | 160 | +27,777 | New | Q4 2025 | Feb 17, 2026 |
| Gradient Investments LLC | History | Added to | 27,558 | 2,167 | 0.03% | 0.02% | 161 | +8,245 | 42.69% | Q4 2025 | Jan 08, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 27,523 | 2,165 | 0.2% | 0.2% | 162 | -845 | -2.98% | Q4 2025 | Jan 30, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 27,409 | 2,156 | 0.07% | 0.06% | 163 | -358 | -1.29% | Q4 2025 | Feb 13, 2026 |
| Engineers Gate Manager LP | History | Added to | 26,834 | 2,111 | 0.03% | 0.01% | 164 | +13,369 | 99.29% | Q4 2025 | Feb 17, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 26,554 | 2,089 | 0.11% | 0.1% | 165 | +144 | 0.55% | Q4 2025 | Jan 27, 2026 |
| CHOREO, LLC | History | Added to | 26,312 | 2,086 | 0.03% | 0.02% | 166 | +3,012 | 12.93% | Q4 2025 | Jan 23, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 26,110 | 2,070 | 0.08% | 0.09% | 167 | +5,370 | 25.89% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Added to | 26,312 | 2,069 | 0.0% | 0.0% | 168 | +9,015 | 52.12% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 25,725 | 2,024 | 0.0% | 0.0% | 169 | +164 | 0.64% | Q4 2025 | Feb 11, 2026 |
| Ballentine Partners, LLC | History | Added to | 25,135 | 1,977 | 0.03% | 0.02% | 170 | +1,187 | 4.96% | Q4 2025 | Feb 03, 2026 |
| Savant Capital, LLC | History | Added to | 24,867 | 1,956 | 0.01% | 0.01% | 171 | +1,423 | 6.07% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 24,577 | 1,933 | 0.0% | 0.0% | 172 | +287 | 1.18% | Q4 2025 | Feb 12, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 24,355 | 1,916 | 0.03% | 0.04% | 173 | -21,515 | -46.9% | Q4 2025 | Feb 02, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 24,335 | 1,914 | 0.1% | 0.08% | 174 | +2,072 | 9.31% | Q4 2025 | Feb 11, 2026 |
| Global Retirement Partners, LLC | History | Added to | 23,814 | 1,873 | 0.03% | 0.02% | 175 | +14,161 | 146.7% | Q4 2025 | Feb 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 23,570 | 1,854 | 0.0% | 0.0% | 176 | -2,094 | -8.16% | Q4 2025 | Feb 17, 2026 |
| May Hill Capital, LLC | History | Added to | 23,424 | 1,842 | 0.24% | 0.24% | 177 | +12,047 | 105.89% | Q4 2025 | Feb 05, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 23,409 | 1,841 | 0.04% | 0.04% | 178 | +191 | 0.82% | Q4 2025 | Jan 27, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 23,251 | 1,829 | 0.01% | 0.0% | 180 | +8,715 | 59.95% | Q4 2025 | Jan 29, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 23,254 | 1,829 | 0.02% | 0.02% | 179 | +1,229 | 5.58% | Q4 2025 | Feb 10, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 23,100 | 1,817 | 0.03% | 0.03% | 181 | +1,170 | 5.34% | Q4 2025 | Jan 07, 2026 |
| West Family Investments, Inc. | History | No change | 23,057 | 1,813 | 0.43% | 55.38% | 182 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Systematic Alpha Investments, LLC | History | No change | 23,000 | 1,809 | 0.06% | 0.05% | 183 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Reduced | 22,935 | 1,804 | 0.98% | 0.97% | 184 | -1,373 | -5.65% | Q4 2025 | Jan 28, 2026 |
| Atria Investments, Inc | History | Added to | 22,923 | 1,803 | 0.02% | 0.01% | 185 | +5,702 | 33.11% | Q4 2025 | Feb 05, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | History | Added to | 22,906 | 1,801 | 0.01% | 0.0% | 186 | +3,558 | 18.39% | Q4 2025 | Feb 06, 2026 |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | History | Reduced | 22,893 | 1,800 | 0.75% | 0.69% | 187 | -443 | -1.9% | Q4 2025 | Jan 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 22,840 | 1,796 | 0.01% | 0.01% | 188 | -650 | -2.77% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 22,704 | 1,786 | 0.0% | 0.0% | 189 | -4,124 | -15.37% | Q4 2025 | Feb 13, 2026 |
| GABELLI FUNDS LLC | History | New | 22,700 | 1,785 | 0.01% | — | 190 | +22,700 | New | Q4 2025 | Feb 05, 2026 |
| Abel Hall, LLC | History | Added to | 22,336 | 1,757 | 0.41% | 0.34% | 191 | +10,470 | 88.24% | Q4 2025 | Feb 17, 2026 |
| Ted Buchan & Co | History | Added to | 22,239 | 1,749 | 0.64% | 0.62% | 192 | +78 | 0.35% | Q4 2025 | Feb 11, 2026 |
| MAI Capital Management | History | Reduced | 21,925 | 1,724 | 0.01% | 0.01% | 193 | -165 | -0.75% | Q4 2025 | Feb 13, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 21,695 | 1,706 | 0.11% | 0.11% | 194 | +817 | 3.91% | Q4 2025 | Jan 13, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | Reduced | 21,563 | 1,696 | 1.05% | 1.16% | 195 | -3,750 | -14.81% | Q4 2025 | Feb 13, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 21,186 | 1,666 | 0.1% | — | 198 | +21,186 | New | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 21,187 | 1,666 | 0.02% | 0.01% | 196 | +9,254 | 77.55% | Q4 2025 | Feb 02, 2026 |
| Kovitz Investment Group Partners, LLC | History | Reduced | 21,180 | 1,666 | 0.04% | 0.01% | 197 | -4,189 | -16.51% | Q4 2025 | Feb 20, 2026 |
| Mork Capital Management, LLC | History | No change | 20,300 | 1,597 | 0.97% | 0.99% | 199 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RBF Capital, LLC | History | No change | 20,000 | 1,573 | 0.07% | 0.06% | 200 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 19,795 | 1,557 | 0.09% | 0.13% | 201 | +1,199 | 6.45% | Q4 2025 | Jan 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 19,656 | 1,546 | 0.02% | 0.01% | 202 | +7,892 | 67.09% | Q4 2025 | Jan 23, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 19,439 | 1,529 | 0.01% | 0.01% | 203 | +85 | 0.44% | Q4 2025 | Jan 29, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 18,994 | 1,494 | 0.09% | 0.09% | 204 | +992 | 5.51% | Q4 2025 | Feb 10, 2026 |
| Horizon Investments, LLC | History | Added to | 18,948 | 1,490 | 0.02% | 0.02% | 205 | +1,019 | 5.68% | Q4 2025 | Feb 02, 2026 |
| Marks Group Wealth Management, Inc | History | Added to | 18,739 | 1,474 | 0.14% | 0.06% | 206 | +10,001 | 114.45% | Q4 2025 | Feb 11, 2026 |
| Ellevest, Inc. | History | Added to | 18,219 | 1,433 | 0.2% | 0.18% | 207 | +131 | 0.72% | Q4 2025 | Feb 10, 2026 |
| PCM Encore, LLC | History | New | 18,069 | 1,421 | 0.3% | — | 208 | +18,069 | New | Q4 2025 | Feb 13, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 17,919 | 1,409 | 0.04% | 0.03% | 210 | -1,143 | -6.0% | Q4 2025 | Feb 03, 2026 |
| GREENLEAF TRUST | History | No change | 17,915 | 1,409 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 17,241 | 1,356 | 0.02% | 0.01% | 211 | +10,033 | 139.19% | Q4 2025 | Feb 10, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 16,860 | 1,326 | 0.04% | 0.04% | 212 | +521 | 3.19% | Q4 2025 | Feb 06, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 16,662 | 1,310 | 0.0% | 0.0% | 213 | +7,282 | 77.63% | Q4 2025 | Jan 30, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 16,647 | 1,309 | 0.02% | 0.01% | 214 | -1,224 | -6.85% | Q4 2025 | Feb 13, 2026 |
| PDS Planning, Inc | History | Added to | 16,623 | 1,307 | 0.09% | 0.08% | 215 | +396 | 2.44% | Q4 2025 | Jan 26, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 16,405 | 1,290 | 0.08% | 0.07% | 216 | +245 | 1.52% | Q4 2025 | Jan 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 16,207 | 1,275 | 0.01% | 0.01% | 217 | +738 | 4.77% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Added to | 15,783 | 1,241 | 0.01% | 0.01% | 218 | +1,093 | 7.44% | Q4 2025 | Jan 26, 2026 |
| Sivia Capital Partners, LLC | History | Added to | 15,744 | 1,238 | 0.25% | 0.24% | 219 | +3,809 | 31.91% | Q4 2025 | Feb 10, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 15,465 | 1,216 | 0.18% | 0.25% | 220 | -271 | -1.72% | Q4 2025 | Feb 03, 2026 |
| Composition Wealth, LLC | History | Reduced | 15,338 | 1,206 | 0.02% | 0.02% | 221 | -609 | -3.82% | Q4 2025 | Feb 02, 2026 |
| Abacus Wealth Partners, LLC | History | New | 15,214 | 1,196 | 0.12% | — | 222 | +15,214 | New | Q4 2025 | Feb 05, 2026 |
| Versant Capital Management, Inc | History | Added to | 15,188 | 1,194 | 0.15% | 0.13% | 223 | +1,382 | 10.01% | Q4 2025 | Jan 08, 2026 |
| Entropy Technologies, LP | History | New | 14,925 | 1,174 | 0.06% | — | 224 | +14,925 | New | Q4 2025 | Feb 13, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 14,868 | 1,169 | 0.08% | 0.08% | 225 | -828 | -5.28% | Q4 2025 | Apr 02, 2026 |
| STATE STREET CORP | History | No change | 14,767 | 1,161 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Henry James International Management Inc. | History | Added to | 14,714 | 1,157 | 0.36% | 0.25% | 227 | +3,231 | 28.14% | Q4 2025 | Feb 17, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 14,665 | 1,153 | 0.05% | 0.05% | 228 | +329 | 2.29% | Q4 2025 | Feb 04, 2026 |
| GAMMA Investing LLC | History | Added to | 13,928 | 1,095 | 0.06% | 0.05% | 229 | +1,348 | 10.72% | Q4 2025 | Jan 05, 2026 |
| Virtu Financial LLC | History | Reduced | 13,800 | 1,086 | 0.04% | 0.09% | 230 | -9,204 | -40.01% | Q4 2025 | Feb 23, 2026 |
| Parallel Advisors, LLC | History | Added to | 13,706 | 1,078 | 0.02% | 0.02% | 231 | +179 | 1.32% | Q4 2025 | Feb 11, 2026 |
| GeoWealth Management, LLC | History | Added to | 13,588 | 1,068 | 0.04% | 0.02% | 232 | +4,524 | 49.91% | Q4 2025 | Feb 17, 2026 |
| Cherokee Insurance Co | History | No change | 13,545 | 1,065 | 0.43% | 0.41% | 233 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Everstar Asset Management, LLC | History | Added to | 13,426 | 1,056 | 0.57% | 0.54% | 234 | +96 | 0.72% | Q4 2025 | Feb 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 13,375 | 1,052 | 0.03% | 0.03% | 236 | -4,442 | -24.93% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 13,376 | 1,052 | 0.0% | 0.0% | 235 | -1,097 | -7.58% | Q4 2025 | Feb 05, 2026 |
| Private Advisor Group, LLC | History | Added to | 13,324 | 1,048 | 0.0% | 0.0% | 237 | +54 | 0.41% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 13,167 | 1,035 | 0.01% | 0.0% | 238 | +1,516 | 13.01% | Q4 2025 | Feb 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 13,022 | 1,024 | 0.0% | 0.0% | 239 | +3,409 | 35.46% | Q4 2025 | Feb 06, 2026 |
| Cornerstone Select Advisors, LLC | History | Added to | 12,608 | 991 | 0.69% | 0.62% | 240 | +724 | 6.09% | Q4 2025 | Feb 10, 2026 |
| Bleakley Financial Group, LLC | History | New | 12,561 | 988 | 0.02% | — | 241 | +12,561 | New | Q4 2025 | Feb 09, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 12,537 | 986 | 0.19% | 0.18% | 243 | -301 | -2.34% | Q4 2025 | Jan 30, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 12,544 | 986 | 0.05% | 0.06% | 242 | +83 | 0.67% | Q4 2025 | Jan 26, 2026 |
| Lester Murray Antman dba SimplyRich | History | Added to | 12,445 | 979 | 0.26% | 0.24% | 244 | +123 | 1.0% | Q4 2025 | Jan 23, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 12,390 | 974 | 0.04% | 0.02% | 246 | +4,375 | 54.59% | Q4 2025 | Jan 30, 2026 |
| Legacy Capital Group California, Inc. | History | Added to | 12,384 | 974 | 0.24% | 0.22% | 245 | +463 | 3.88% | Q4 2025 | Jan 28, 2026 |
| HB Wealth Management, LLC | History | Added to | 12,357 | 972 | 0.01% | 0.01% | 247 | +1,168 | 10.44% | Q4 2025 | Jan 28, 2026 |
| Ascent Group, LLC | History | Added to | 12,356 | 972 | 0.03% | 0.03% | 248 | +324 | 2.69% | Q4 2025 | Jan 20, 2026 |
| Themes Management Co LLC | History | New | 12,195 | 959 | 0.72% | — | 249 | +12,195 | New | Q4 2025 | Feb 09, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 12,121 | 953 | 0.53% | — | 250 | +12,121 | New | Q4 2025 | Feb 18, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 12,030 | 946 | 0.0% | 0.0% | 251 | +5,793 | 92.88% | Q4 2025 | Feb 13, 2026 |
| Independent Advisor Alliance | History | Added to | 11,603 | 912 | 0.02% | 0.01% | 252 | +3,973 | 52.07% | Q4 2025 | Feb 04, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 11,543 | 908 | 0.22% | 0.2% | 253 | -278 | -2.35% | Q4 2025 | Jan 12, 2026 |
| DELTA FINANCIAL ADVISORS LLC | History | Added to | 11,534 | 907 | 0.24% | 0.16% | 254 | +3,684 | 46.93% | Q4 2025 | Feb 06, 2026 |
| New Republic Capital, LLC | History | Added to | 11,336 | 891 | 0.24% | 0.1% | 256 | +6,627 | 140.73% | Q4 2025 | Feb 10, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 11,331 | 891 | 0.09% | 0.08% | 255 | +599 | 5.58% | Q4 2025 | Jan 16, 2026 |
| Cordatus Wealth Management LLC | History | Reduced | 11,315 | 890 | 0.21% | 0.2% | 257 | -553 | -4.66% | Q4 2025 | Jan 26, 2026 |
| World Investment Advisors | History | Added to | 11,302 | 889 | 0.01% | 0.01% | 258 | +6,744 | 147.96% | Q4 2025 | Mar 12, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | New | 11,186 | 880 | 0.04% | — | 259 | +11,186 | New | Q4 2025 | Feb 13, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 11,106 | 873 | 0.02% | 0.02% | 260 | +74 | 0.67% | Q4 2025 | Feb 04, 2026 |
| Fiera Capital Corp | History | Added to | 10,984 | 864 | 0.0% | 0.0% | 261 | +3,507 | 46.9% | Q4 2025 | Feb 11, 2026 |
| AlphaCore Capital LLC | History | Reduced | 10,991 | 864 | 0.02% | 0.03% | 262 | -535 | -4.64% | Q4 2025 | Feb 05, 2026 |
| Clarius Group, LLC | History | No change | 10,800 | 849 | 0.05% | 0.05% | 263 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Trust Point Inc. | History | Added to | 10,636 | 836 | 0.07% | 0.04% | 264 | +3,018 | 39.62% | Q4 2025 | Jan 13, 2026 |
| Havemeyer Place LP | History | New | 10,597 | 833 | 0.16% | — | 265 | +10,597 | New | Q4 2025 | Feb 11, 2026 |
| Five Oceans Advisors | History | No change | 10,361 | 815 | 0.29% | 0.27% | 266 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 10,268 | 807 | 0.08% | 0.08% | 267 | +153 | 1.51% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Added to | 10,214 | 803 | 0.0% | 0.0% | 268 | +3,131 | 44.2% | Q4 2025 | Feb 19, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Reduced | 10,175 | 800 | 0.01% | 0.02% | 269 | -29,314 | -74.23% | Q4 2025 | Feb 11, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 10,171 | 800 | 0.09% | 0.06% | 270 | +2,624 | 34.77% | Q4 2025 | Jan 08, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 10,141 | 797 | 0.01% | 0.01% | 271 | +5,659 | 126.26% | Q4 2025 | Jan 16, 2026 |
| Traveka Wealth, LLC | History | Added to | 10,110 | 795 | 0.32% | 0.32% | 272 | +5 | 0.05% | Q4 2025 | Jan 08, 2026 |
| CHELSEA COUNSEL CO | History | No change | 10,100 | 794 | 0.34% | 0.32% | 273 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Gallacher Capital Management LLC | History | Added to | 10,090 | 793 | 0.31% | 0.28% | 274 | +40 | 0.4% | Q4 2025 | Feb 03, 2026 |
| Tepp RIA, LLC | History | No change | 10,068 | 792 | 0.78% | 0.81% | 275 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 9,992 | 786 | 0.0% | 0.0% | 276 | -440 | -4.22% | Q4 2025 | Feb 17, 2026 |
| Brucke Financial, Inc. | History | Added to | 9,957 | 783 | 0.43% | 0.34% | 277 | +1,776 | 21.71% | Q4 2025 | Jan 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 9,858 | 775 | 0.0% | 0.0% | 278 | +1,549 | 18.64% | Q4 2025 | Feb 17, 2026 |
| RATIONAL ADVISORS, INC. | History | Reduced | 9,800 | 770 | 0.08% | 0.1% | 279 | -4,885 | -33.27% | Q4 2025 | Feb 10, 2026 |
| Wealthstar Advisors, LLC | History | Reduced | 9,677 | 761 | 0.33% | 0.27% | 280 | -130 | -1.33% | Q4 2025 | Jan 30, 2026 |
| SeaBridge Investment Advisors LLC | History | Added to | 9,514 | 748 | 0.12% | 0.11% | 281 | +376 | 4.11% | Q4 2025 | Jan 26, 2026 |
| Optas, LLC | History | Added to | 9,425 | 741 | 0.12% | 0.11% | 282 | +19 | 0.2% | Q4 2025 | Jan 27, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 9,412 | 740 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 9,356 | 736 | 0.03% | 0.02% | 284 | +1,260 | 15.56% | Q4 2025 | Feb 06, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 9,315 | 732 | 0.14% | 0.12% | 285 | +1,575 | 20.35% | Q4 2025 | Feb 04, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 9,290 | 730 | 0.0% | — | 286 | +9,290 | New | Q4 2025 | Feb 13, 2026 |
| Ignite Planners, LLC | History | Reduced | 8,278 | 728 | 0.11% | 0.19% | 287 | -8,136 | -49.57% | Q4 2025 | Feb 06, 2026 |
| Westover Capital Advisors, LLC | History | Added to | 9,193 | 723 | 0.13% | 0.12% | 288 | +246 | 2.75% | Q4 2025 | Feb 09, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 9,072 | 713 | 0.01% | 0.01% | 289 | -379 | -4.01% | Q4 2025 | Feb 05, 2026 |
| Frec Markets, Inc. | History | New | 9,004 | 708 | 0.21% | — | 291 | +9,004 | New | Q4 2025 | Feb 17, 2026 |
| HighMark Wealth Management LLC | History | No change | 9,008 | 708 | 0.29% | 0.28% | 290 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 8,238 | 685 | 0.04% | 0.04% | 292 | +52 | 0.64% | Q4 2025 | Jan 23, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 8,683 | 683 | 0.01% | 0.01% | 293 | +1,593 | 22.47% | Q4 2025 | Feb 05, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 8,631 | 679 | 0.0% | 0.0% | 294 | +4,253 | 97.14% | Q4 2025 | Feb 12, 2026 |
| Allie Family Office LLC | History | No change | 8,504 | 669 | 0.31% | 0.29% | 295 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | Reduced | 8,445 | 664 | 0.02% | 0.03% | 296 | -18,462 | -68.61% | Q4 2025 | Feb 13, 2026 |
| Wedmont Private Capital | History | Added to | 8,262 | 663 | 0.02% | 0.02% | 297 | +397 | 5.05% | Q4 2025 | Jan 08, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 8,416 | 662 | 0.04% | 0.03% | 298 | -1 | -0.01% | Q4 2025 | Jan 29, 2026 |
| AE Wealth Management LLC | History | Added to | 8,227 | 647 | 0.0% | 0.0% | 299 | +696 | 9.24% | Q4 2025 | Jan 26, 2026 |
| Waverly Advisors, LLC | History | Added to | 8,209 | 645 | 0.01% | 0.0% | 300 | +5,181 | 171.1% | Q4 2025 | Feb 17, 2026 |
| American Trust Investment Advisors, LLC | History | No change | 8,045 | 632 | 0.34% | 0.29% | 301 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 7,825 | 615 | 0.0% | — | 302 | +7,825 | New | Q4 2025 | Feb 18, 2026 |
| Lido Advisors, LLC | History | Added to | 8,326 | 609 | 0.0% | 0.0% | 303 | +36 | 0.43% | Q4 2025 | Feb 10, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 7,741 | 608 | 0.02% | — | 304 | +7,741 | New | Q4 2025 | Jan 09, 2026 |
| Portside Wealth Group, LLC | History | Added to | 7,741 | 608 | 0.08% | 0.04% | 305 | +3,466 | 81.08% | Q4 2025 | Jan 21, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 7,718 | 607 | 0.01% | 0.01% | 306 | +2,524 | 48.59% | Q4 2025 | Jan 29, 2026 |
| Main Street Research LLC | History | Added to | 7,696 | 605 | 0.03% | 0.03% | 307 | +338 | 4.59% | Q4 2025 | Feb 09, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 7,548 | 596 | 0.0% | 0.0% | 308 | +4,730 | 167.85% | Q4 2025 | Feb 05, 2026 |
| Keel Point, LLC | History | Added to | 7,573 | 595 | 0.04% | 0.03% | 309 | +69 | 0.92% | Q4 2025 | Feb 12, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 13,130 | 593 | 0.0% | 0.0% | 310 | -772 | -5.55% | Q4 2025 | Feb 17, 2026 |
| Monument Capital Management | History | Added to | 7,520 | 591 | 0.15% | 0.06% | 311 | +4,397 | 140.79% | Q4 2025 | Jan 26, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 7,489 | 589 | 0.07% | — | 312 | +7,489 | New | Q4 2025 | Feb 13, 2026 |
| GWN SECURITIES INC. | History | Added to | 7,366 | 579 | 0.12% | 0.09% | 313 | +1,806 | 32.48% | Q4 2025 | Feb 11, 2026 |
| NATURAL INVESTMENTS, LLC | History | Added to | 7,372 | 579 | 0.14% | 0.11% | 314 | +926 | 14.37% | Q4 2025 | Jan 23, 2026 |
| Crumly & Associates Inc. | History | Reduced | 7,311 | 575 | 0.12% | 0.11% | 315 | -45 | -0.61% | Q4 2025 | Jan 14, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Added to | 7,302 | 574 | 0.09% | 0.08% | 316 | +28 | 0.38% | Q4 2025 | Feb 11, 2026 |
| SmartHarvest Portfolios, LLC | History | New | 7,296 | 573 | 0.2% | — | 317 | +7,296 | New | Q4 2025 | Feb 12, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 7,177 | 564 | 0.18% | 0.08% | 318 | +419 | 6.2% | Q4 2025 | Jan 27, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 7,072 | 556 | 0.09% | 0.09% | 319 | -153 | -2.12% | Q4 2025 | Jan 07, 2026 |
| Advisory Services Network, LLC | History | Added to | 7,033 | 553 | 0.01% | 0.01% | 320 | +1,016 | 16.89% | Q4 2025 | Feb 17, 2026 |
| Cromwell Holdings LLC | History | No change | 6,967 | 548 | 0.3% | 0.26% | 321 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Diversified Trust Co | History | Added to | 8,809 | 537 | 0.01% | 0.01% | 322 | +381 | 4.52% | Q4 2025 | Jan 09, 2026 |
| a16z Perennial Management, L.P. | History | Added to | 6,810 | 535 | 0.04% | 0.03% | 323 | +758 | 12.52% | Q4 2025 | Feb 10, 2026 |
| BSW Wealth Partners | History | Reduced | 6,791 | 534 | 0.06% | 0.06% | 324 | -197 | -2.82% | Q4 2025 | Jan 23, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 6,702 | 527 | 0.01% | 0.0% | 325 | +1,062 | 18.83% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 6,633 | 521 | 0.0% | 0.0% | 326 | +742 | 12.6% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 6,612 | 520 | 0.0% | — | 327 | +6,612 | New | Q4 2025 | Feb 05, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 6,572 | 516 | 0.05% | 0.03% | 328 | +2,737 | 71.37% | Q4 2025 | Feb 13, 2026 |
| Net Worth Advisory Group | History | Added to | 6,466 | 508 | 0.1% | 0.13% | 329 | +146 | 2.31% | Q4 2025 | Jan 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 6,443 | 506 | 0.01% | 0.01% | 330 | +1,335 | 26.14% | Q4 2025 | Feb 12, 2026 |
| Purkiss Capital Advisors LLC | History | Added to | 6,317 | 496 | 0.23% | 0.19% | 331 | +614 | 10.77% | Q4 2025 | Feb 04, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 6,302 | 495 | 0.0% | 0.0% | 332 | +5,646 | 860.67% | Q4 2025 | Feb 13, 2026 |
| Carter Financial Group, INC. | History | Added to | 6,283 | 494 | 0.29% | 0.18% | 333 | +2,186 | 53.36% | Q4 2025 | Feb 13, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 6,278 | 493 | 0.02% | 0.02% | 334 | -536 | -7.87% | Q4 2025 | Feb 10, 2026 |
| FineMark National Bank & Trust | History | No change | 6,200 | 487 | 0.02% | 0.01% | 335 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 6,145 | 483 | 0.02% | — | 336 | +6,145 | New | Q4 2025 | Feb 12, 2026 |
| Calydon Capital | History | Reduced | 6,042 | 475 | 0.08% | 0.07% | 337 | -206 | -3.3% | Q4 2025 | Feb 17, 2026 |
| Sonoma Private Wealth LLC | History | Added to | 5,986 | 470 | 0.57% | 0.47% | 338 | +445 | 8.03% | Q4 2025 | Feb 17, 2026 |
| Corient IA LLC | History | Reduced | 5,960 | 468 | 0.44% | 0.53% | 339 | -4,040 | -40.4% | Q4 2025 | Feb 13, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 5,775 | 454 | 0.0% | — | 340 | +5,775 | New | Q4 2025 | Feb 18, 2026 |
| ACORN CREEK CAPITAL LLC | History | Added to | 5,762 | 453 | 0.16% | 0.15% | 341 | +62 | 1.09% | Q4 2025 | Feb 02, 2026 |
| Baldwin Investment Management, LLC | History | No change | 5,707 | 448 | 0.05% | 0.05% | 342 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 5,621 | 442 | 0.01% | 0.01% | 343 | +633 | 12.69% | Q4 2025 | Feb 09, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 5,577 | 438 | 0.0% | 0.0% | 344 | -20 | -0.36% | Q4 2025 | Feb 17, 2026 |
| ANCHYRA PARTNERS LLC | History | New | 5,558 | 437 | 0.13% | — | 345 | +5,558 | New | Q4 2025 | Jan 29, 2026 |
| SYM FINANCIAL Corp | History | Added to | 5,542 | 435 | 0.04% | 0.04% | 346 | +23 | 0.42% | Q4 2025 | Feb 13, 2026 |
| WATERS PARKERSON & CO., LLC | History | No change | 5,500 | 432 | 0.02% | 0.02% | 347 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Choate Investment Advisors | History | Reduced | 5,488 | 431 | 0.01% | 0.01% | 348 | -646 | -10.53% | Q4 2025 | Feb 09, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 5,463 | 429 | 0.0% | 0.0% | 349 | +385 | 7.58% | Q4 2025 | Feb 02, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 5,366 | 422 | 0.02% | 0.01% | 350 | +1,890 | 54.37% | Q4 2025 | Jan 22, 2026 |
| OneAscent Family Office, LLC | History | New | 5,244 | 412 | 0.28% | — | 351 | +5,244 | New | Q4 2025 | Feb 11, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 5,232 | 411 | 0.01% | 0.01% | 352 | +208 | 4.14% | Q4 2025 | Jan 20, 2026 |
| 55 North Private Wealth, LLC | History | New | 5,204 | 409 | 0.11% | — | 353 | +5,204 | New | Q4 2025 | Jan 27, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 5,176 | 407 | 0.01% | 0.01% | 354 | -2,461 | -32.22% | Q4 2025 | Feb 17, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Reduced | 5,044 | 396 | 0.08% | 0.07% | 355 | -140 | -2.7% | Q4 2025 | Jan 12, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 4,961 | 390 | 0.0% | 0.0% | 356 | +243 | 5.15% | Q4 2025 | Feb 11, 2026 |
| Avior Wealth Management, LLC | History | No change | 4,930 | 387 | 0.01% | 0.01% | 357 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Werba Rubin Papier Wealth Management | History | Reduced | 4,912 | 386 | 0.1% | 0.06% | 358 | -151 | -2.98% | Q4 2025 | Jan 27, 2026 |
| Golden State Equity Partners | History | Added to | 4,858 | 382 | 0.06% | 0.06% | 359 | +59 | 1.23% | Q4 2025 | Jan 29, 2026 |
| Hilltop Holdings Inc. | History | Added to | 4,848 | 381 | 0.02% | 0.02% | 360 | +555 | 12.93% | Q4 2025 | Feb 17, 2026 |
| Canopy Partners, LLC | History | Added to | 4,809 | 378 | 0.12% | 0.11% | 361 | +49 | 1.03% | Q4 2025 | Feb 12, 2026 |
| AlTi Global, Inc. | History | Added to | 4,798 | 377 | 0.01% | 0.01% | 362 | +729 | 17.92% | Q4 2025 | Feb 13, 2026 |
| Advisors Preferred, LLC | History | Reduced | 4,686 | 376 | 0.06% | 0.2% | 363 | -14,545 | -75.63% | Q4 2025 | Feb 02, 2026 |
| Foster Group, Inc. | History | Added to | 4,776 | 375 | 0.01% | 0.01% | 364 | +108 | 2.31% | Q4 2025 | Jan 12, 2026 |
| NORDEN GROUP LLC | History | Added to | 4,744 | 373 | 0.04% | 0.02% | 365 | +1,870 | 65.07% | Q4 2025 | Jan 13, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 4,711 | 370 | 0.02% | 0.02% | 366 | +10 | 0.21% | Q4 2025 | Jan 23, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 4,685 | 368 | 0.04% | 0.04% | 367 | -371 | -7.34% | Q4 2025 | Jan 09, 2026 |
| Greenspring Advisors, LLC | History | New | 4,634 | 364 | 0.02% | — | 368 | +4,634 | New | Q4 2025 | Feb 10, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 4,583 | 360 | 0.0% | 0.0% | 369 | -279 | -5.74% | Q4 2025 | Feb 11, 2026 |
| EWA, LLC | History | Added to | 4,551 | 358 | 0.09% | 0.08% | 370 | +643 | 16.45% | Q4 2025 | Feb 03, 2026 |
| SEVEN MILE ADVISORY | History | Reduced | 4,509 | 354 | 0.06% | 0.06% | 371 | -649 | -12.58% | Q4 2025 | Feb 13, 2026 |
| CERTUITY, LLC | History | Added to | 4,496 | 353 | 0.02% | 0.02% | 372 | +39 | 0.88% | Q4 2025 | Jan 30, 2026 |
| XY Capital Ltd | History | New | 4,433 | 348 | 0.22% | — | 373 | +4,433 | New | Q4 2025 | Feb 12, 2026 |
| Nilsine Partners, LLC | History | Added to | 4,338 | 341 | 0.03% | 0.03% | 374 | +219 | 5.32% | Q4 2025 | Jan 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 4,270 | 335 | 0.01% | 0.01% | 375 | +740 | 20.96% | Q4 2025 | Jan 29, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | New | 4,257 | 334 | 0.0% | — | 376 | +4,257 | New | Q4 2025 | Feb 17, 2026 |
| Modern Wealth Management, LLC | History | Added to | 4,253 | 334 | 0.01% | 0.0% | 377 | +1,072 | 33.7% | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | No change | 4,222 | 332 | 0.01% | 0.01% | 378 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HUB Investment Partners, LLC | History | Added to | 4,213 | 331 | 0.01% | 0.01% | 380 | +1,066 | 33.87% | Q4 2025 | Feb 17, 2026 |
| XPONANCE LLC | History | Added to | 4,215 | 331 | 0.0% | 0.0% | 379 | +429 | 11.33% | Q4 2025 | Feb 12, 2026 |
| Manske Wealth Management | History | Reduced | 4,198 | 330 | 0.1% | 0.1% | 382 | -500 | -10.64% | Q4 2025 | Feb 03, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 4,195 | 330 | 0.02% | 0.02% | 381 | +114 | 2.79% | Q4 2025 | Jan 29, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 4,152 | 326 | 0.08% | 0.08% | 383 | -515 | -11.03% | Q4 2025 | Feb 13, 2026 |
| Rehmann Capital Advisory Group | History | New | 4,084 | 322 | 0.02% | — | 384 | +4,084 | New | Q4 2025 | Mar 04, 2026 |
| Manchester Capital Management LLC | History | Added to | 4,092 | 321 | 0.04% | 0.02% | 385 | +2,254 | 122.63% | Q4 2025 | Feb 11, 2026 |
| WealthTrust Axiom LLC | History | No change | 4,075 | 320 | 0.08% | 0.08% | 386 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 4,045 | 318 | 0.01% | 0.01% | 387 | -1,335 | -24.81% | Q4 2025 | Feb 13, 2026 |
| StoneX Group Inc. | History | Reduced | 4,037 | 317 | 0.01% | 0.02% | 388 | -2,999 | -42.62% | Q4 2025 | Feb 12, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 4,004 | 314 | 0.01% | 0.01% | 390 | -425 | -9.6% | Q4 2025 | Jan 23, 2026 |
| Weil Company, Inc. | History | No change | 4,000 | 314 | 0.07% | 0.07% | 389 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Westerkirk Capital Inc. | History | Reduced | 3,954 | 311 | 0.03% | 0.07% | 394 | -4,590 | -53.72% | Q4 2025 | Feb 11, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 3,960 | 311 | 0.01% | 0.01% | 391 | +229 | 6.14% | Q4 2025 | Feb 18, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 3,964 | 311 | 0.04% | 0.04% | 392 | +10 | 0.25% | Q4 2025 | Feb 04, 2026 |
| Sunpointe, LLC | History | No change | 3,965 | 311 | 0.1% | 0.1% | 393 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 3,936 | 309 | 0.02% | 0.02% | 395 | -142 | -3.48% | Q4 2025 | Feb 05, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 3,913 | 307 | 0.01% | — | 396 | +3,913 | New | Q4 2025 | Jan 16, 2026 |
| Jump Financial, LLC | History | New | 3,900 | 306 | 0.0% | — | 399 | +3,900 | New | Q4 2025 | Feb 17, 2026 |
| Texas Yale Capital Corp. | History | Added to | 3,900 | 306 | 0.01% | 0.01% | 397 | +700 | 21.88% | Q4 2025 | Feb 10, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 3,899 | 306 | 0.11% | 0.09% | 398 | +24 | 0.62% | Q4 2025 | Jan 30, 2026 |
| Syverson Strege & Co | History | Reduced | 3,852 | 303 | 0.07% | 0.07% | 400 | -52 | -1.33% | Q4 2025 | Feb 09, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 3,815 | 300 | 0.05% | 0.0% | 401 | +843 | 28.36% | Q4 2025 | Mar 04, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 3,777 | 297 | 0.01% | 0.0% | 402 | +843 | 28.73% | Q4 2025 | Feb 06, 2026 |
| STEPHENS INC /AR/ | History | New | 3,722 | 292 | 0.0% | — | 403 | +3,722 | New | Q4 2025 | Feb 05, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 3,713 | 292 | 0.03% | 0.03% | 404 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Tower Wealth Partners, Inc. | History | Added to | 3,689 | 290 | 0.16% | 0.14% | 406 | +56 | 1.54% | Q4 2025 | Jan 16, 2026 |
| Curi Capital, LLC | History | Reduced | 3,696 | 290 | 0.01% | 0.0% | 405 | -29 | -0.78% | Q4 2025 | Feb 17, 2026 |
| Argyle Capital Management, LLC | History | No change | 3,650 | 287 | 0.1% | 0.09% | 407 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 3,455 | 271 | 0.02% | 0.01% | 408 | +1,539 | 80.32% | Q4 2025 | Feb 13, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 3,437 | 270 | 0.01% | 0.01% | 409 | -18 | -0.52% | Q4 2025 | Feb 17, 2026 |
| Savvy Advisors, Inc. | History | New | 3,407 | 268 | 0.01% | — | 410 | +3,407 | New | Q4 2025 | Jan 20, 2026 |
| LVW Advisors, LLC | History | New | 3,400 | 267 | 0.03% | — | 411 | +3,400 | New | Q4 2025 | Jan 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 3,358 | 264 | 0.02% | — | 412 | +3,358 | New | Q4 2025 | Feb 03, 2026 |
| Hoxton Planning & Management, LLC | History | New | 3,344 | 263 | 0.08% | — | 414 | +3,344 | New | Q4 2025 | Feb 11, 2026 |
| Fulcrum Equity Management | History | Added to | 3,352 | 263 | 0.25% | 0.23% | 413 | +99 | 3.04% | Q4 2025 | Jan 06, 2026 |
| Symphony Financial Services, Inc. | History | No change | 3,346 | 263 | 0.13% | 0.13% | 415 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sovran Advisors, LLC | History | Reduced | 3,161 | 261 | 0.02% | 0.02% | 416 | -87 | -2.68% | Q4 2025 | Jan 20, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 3,286 | 258 | 0.0% | 0.0% | 417 | +350 | 11.92% | Q4 2025 | Feb 13, 2026 |
| Vontobel Holding Ltd. | History | No change | 3,270 | 257 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| V-Square Quantitative Management LLC | History | New | 3,258 | 256 | 0.03% | — | 419 | +3,258 | New | Q4 2025 | Jan 22, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Reduced | 3,243 | 255 | 0.04% | 0.04% | 420 | -477 | -12.82% | Q4 2025 | Jan 23, 2026 |
| Prospect Financial Group LLC | History | Reduced | 3,253 | 255 | 0.24% | 0.23% | 421 | -2 | -0.06% | Q4 2025 | Feb 10, 2026 |
| Papamarkou Wellner Asset Management inc. | History | New | 3,230 | 254 | 0.15% | — | 422 | +3,230 | New | Q4 2025 | Feb 18, 2026 |
| Accuvest Global Advisors | History | New | 3,213 | 253 | 0.19% | — | 423 | +3,213 | New | Q4 2025 | Feb 11, 2026 |
| HBK Sorce Advisory LLC | History | New | 2,826 | 252 | 0.01% | — | 424 | +2,826 | New | Q4 2025 | Feb 09, 2026 |
| SEEDS INVESTOR LLC | History | Reduced | 3,159 | 248 | 0.05% | 0.05% | 425 | -5 | -0.16% | Q4 2025 | Jan 27, 2026 |
| WEXFORD CAPITAL LP | History | New | 3,141 | 247 | 0.05% | — | 426 | +3,141 | New | Q4 2025 | Feb 13, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Reduced | 3,150 | 247 | 0.26% | 0.25% | 427 | -445 | -12.38% | Q4 2025 | Jan 20, 2026 |
| Seed Wealth Management, Inc. | History | Reduced | 3,130 | 246 | 0.17% | 0.17% | 428 | -300 | -8.75% | Q4 2025 | Jan 21, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 3,082 | 242 | 0.01% | 0.0% | 429 | +1,641 | 113.88% | Q4 2025 | Feb 05, 2026 |
| August Group Capital Ltd | History | New | 3,062 | 240 | 0.27% | — | 431 | +3,062 | New | Q4 2025 | Feb 12, 2026 |
| Crestwood Advisors Group, LLC | History | New | 3,059 | 240 | 0.0% | — | 430 | +3,059 | New | Q4 2025 | Feb 03, 2026 |
| Interchange Capital Partners, LLC | History | New | 3,007 | 236 | 0.04% | — | 433 | +3,007 | New | Q4 2025 | Jan 30, 2026 |
| COMMERCE BANK | History | No change | 3,010 | 236 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FMB WEALTH MANAGEMENT | History | No change | 3,010 | 236 | 0.09% | 0.09% | 434 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Tranquilli Financial Advisor LLC | History | New | 2,990 | 235 | 0.14% | — | 435 | +2,990 | New | Q4 2025 | Jan 27, 2026 |
| Echo45 Advisors LLC | History | Reduced | 2,962 | 233 | 0.13% | 0.13% | 436 | -175 | -5.58% | Q4 2025 | Feb 06, 2026 |
| Klingman & Associates, LLC | History | New | 2,943 | 231 | 0.01% | — | 437 | +2,943 | New | Q4 2025 | Jan 29, 2026 |
| Main Street Financial Solutions, LLC | History | New | 2,933 | 230 | 0.02% | — | 438 | +2,933 | New | Q4 2025 | Feb 17, 2026 |
| Ariadne Wealth Management, LP | History | Reduced | 2,655 | 230 | 0.1% | 0.09% | 439 | -195 | -6.84% | Q4 2025 | Feb 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 2,903 | 228 | 0.02% | — | 441 | +2,903 | New | Q4 2025 | Feb 12, 2026 |
| Intergy Private Wealth, LLC | History | New | 2,902 | 228 | 0.07% | — | 440 | +2,902 | New | Q4 2025 | Jan 22, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 2,805 | 228 | 0.01% | — | 442 | +2,805 | New | Q4 2025 | Feb 03, 2026 |
| Tidal Investments LLC | History | Reduced | 2,891 | 227 | 0.0% | 0.0% | 443 | -108 | -3.6% | Q4 2025 | Feb 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 2,861 | 225 | 0.0% | 0.0% | 444 | -348 | -10.84% | Q4 2025 | Jan 29, 2026 |
| Braun-Bostich & Associates Inc. | History | Reduced | 2,749 | 216 | 0.13% | 0.14% | 445 | -380 | -12.14% | Q4 2025 | Jan 14, 2026 |
| XXI WEALTH, LLC | History | New | 2,710 | 213 | 0.13% | — | 446 | +2,710 | New | Q4 2025 | Feb 12, 2026 |
| REXFORD CAPITAL INC | History | No change | 2,713 | 213 | 0.16% | 0.15% | 447 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SVB WEALTH LLC | History | New | 2,668 | 209 | 0.01% | — | 448 | +2,668 | New | Q4 2025 | Feb 04, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | New | 2,659 | 209 | 0.05% | — | 449 | +2,659 | New | Q4 2025 | Jan 08, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 2,658 | 209 | 0.0% | 0.0% | 450 | +133 | 5.27% | Q4 2025 | Feb 12, 2026 |
| Addison Advisors LLC | History | Added to | 2,642 | 207 | 0.05% | 0.04% | 451 | +13 | 0.49% | Q4 2025 | Feb 06, 2026 |
| EDGAR LOMAX CO/VA | History | No change | 12,845 | 202 | 0.02% | 0.01% | 452 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 2,578 | 202 | 0.04% | 0.04% | 453 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Legacy Wealth Partners, LLC | History | New | 2,565 | 201 | 0.05% | — | 454 | +2,565 | New | Q4 2025 | Feb 17, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 2,547 | 200 | 0.0% | 0.01% | 455 | -26,288 | -91.17% | Q4 2025 | Jan 27, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 2,547 | 200 | 0.01% | — | 456 | +2,547 | New | Q4 2025 | Feb 17, 2026 |
| Brio Consultants, LLC | History | New | 2,547 | 200 | 0.03% | — | 457 | +2,547 | New | Q4 2025 | Feb 04, 2026 |
| Diversified Enterprises, LLC | History | New | 2,543 | 200 | 0.01% | — | 458 | +2,543 | New | Q4 2025 | Jan 28, 2026 |
| JCIC Asset Management Inc. | History | Added to | 2,527 | 198 | 0.06% | 0.05% | 459 | +185 | 7.9% | Q4 2025 | Jan 22, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 2,166 | 170 | 0.0% | 0.0% | 460 | +271 | 14.3% | Q4 2025 | Jan 15, 2026 |
| BESSEMER GROUP INC | History | Added to | 1,883 | 148 | 0.0% | 0.0% | 461 | +679 | 56.4% | Q4 2025 | Feb 05, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 1,866 | 146 | 0.1% | 0.09% | 462 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,846 | 145 | 0.0% | 0.0% | 463 | +556 | 43.1% | Q4 2025 | Feb 09, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,691 | 133 | 0.0% | 0.0% | 464 | -449 | -20.98% | Q4 2025 | Jan 16, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 1,690 | 132 | 0.01% | 0.01% | 465 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 1,625 | 127 | 0.0% | 0.0% | 466 | +1,428 | 724.87% | Q4 2025 | Feb 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 1,615 | 127 | 0.01% | 0.01% | 467 | +21 | 1.32% | Q4 2025 | Feb 10, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 1,591 | 125 | 0.0% | 0.0% | 468 | -463 | -22.54% | Q4 2025 | Feb 02, 2026 |
| Grove Bank & Trust | History | Reduced | 1,590 | 125 | 0.01% | 0.01% | 469 | -48 | -2.93% | Q4 2025 | Jan 08, 2026 |
| UMB Bank, n.a. | History | Added to | 1,588 | 124 | 0.0% | 0.0% | 470 | +169 | 11.91% | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,534 | 120 | 0.0% | 0.0% | 471 | +1,104 | 256.74% | Q4 2025 | Jan 13, 2026 |
| Raiffeisen Bank International AG | History | No change | 1,950 | 116 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 1,418 | 115 | 0.01% | 0.01% | 473 | +158 | 12.54% | Q4 2025 | Jan 28, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 1,446 | 113 | 0.03% | 0.01% | 474 | +1,255 | 657.07% | Q4 2025 | Mar 03, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,225 | 96 | 0.0% | 0.01% | 475 | -1,932 | -61.2% | Q4 2025 | Feb 06, 2026 |
| Bogart Wealth, LLC | History | Reduced | 1,227 | 96 | 0.0% | 0.0% | 476 | -79 | -6.05% | Q4 2025 | Jan 30, 2026 |
| SageView Advisory Group, LLC | History | New | 1,198 | 94 | 0.0% | — | 477 | +1,198 | New | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,171 | 92 | 0.01% | 0.01% | 478 | +183 | 18.52% | Q4 2025 | Jan 26, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 1,156 | 90 | 0.01% | 0.0% | 479 | +391 | 51.11% | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,139 | 89 | 0.0% | 0.0% | 480 | +103 | 9.94% | Q4 2025 | Jan 20, 2026 |
| HM PAYSON & CO | History | No change | 1,058 | 83 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Westside Investment Management, Inc. | History | No change | 1,020 | 82 | 0.01% | 0.01% | 482 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 946 | 74 | 0.01% | — | 483 | +946 | New | Q4 2025 | Feb 09, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 907 | 71 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Root Financial Partners, LLC | History | Added to | 896 | 70 | 0.0% | 0.0% | 485 | +286 | 46.89% | Q4 2025 | Feb 10, 2026 |
| Spire Wealth Management | History | Added to | 867 | 68 | 0.0% | 0.0% | 486 | +37 | 4.46% | Q4 2025 | Jan 14, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 874 | 68 | 0.01% | 0.01% | 487 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 854 | 67 | 0.0% | 0.0% | 488 | -2,606 | -75.32% | Q4 2025 | Feb 12, 2026 |
| State of Wyoming | History | Added to | 814 | 64 | 0.01% | 0.01% | 490 | +10 | 1.24% | Q4 2025 | Feb 11, 2026 |
| Hanson & Doremus Investment Management | History | No change | 809 | 64 | 0.01% | 0.01% | 489 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Berbice Capital Management LLC | History | No change | 800 | 62 | 0.04% | 0.03% | 491 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| True Wealth Design, LLC | History | No change | 780 | 61 | 0.02% | 0.02% | 492 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Larson Financial Group LLC | History | Added to | 752 | 59 | 0.0% | 0.0% | 493 | +161 | 27.24% | Q4 2025 | Feb 06, 2026 |
| Sound Income Strategies, LLC | History | Added to | 696 | 57 | 0.0% | 0.0% | 494 | +612 | 728.57% | Q4 2025 | Jan 21, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | No change | 700 | 55 | 0.01% | 0.01% | 495 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MCF Advisors LLC | History | No change | 689 | 54 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 669 | 52 | 0.0% | 0.0% | 497 | -43 | -6.04% | Q4 2025 | Feb 09, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 671 | 52 | 0.01% | 0.0% | 498 | -19 | -2.75% | Q4 2025 | Jan 27, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 575 | 45 | 0.0% | 0.0% | 499 | +321 | 126.38% | Q4 2025 | Jan 22, 2026 |
| Smithfield Trust Co | History | Added to | 564 | 44 | 0.0% | 0.0% | 500 | +88 | 18.49% | Q4 2025 | Feb 09, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 498 | 43 | 0.01% | 0.0% | 501 | +117 | 30.71% | Q4 2025 | Feb 02, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 544 | 42 | 0.01% | — | 503 | +544 | New | Q4 2025 | Feb 09, 2026 |
| SHP Wealth Management | History | New | 534 | 42 | 0.0% | — | 502 | +534 | New | Q4 2025 | Mar 04, 2026 |
| GW&K Investment Management, LLC | History | No change | 499 | 39 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 477 | 37 | 0.01% | 0.01% | 505 | +10 | 2.14% | Q4 2025 | Jan 15, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 469 | 36 | 0.01% | 0.02% | 506 | +105 | 28.85% | Q4 2025 | Feb 17, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 439 | 34 | 0.0% | 0.01% | 507 | -914 | -67.55% | Q4 2025 | Jan 29, 2026 |
| SJS Investment Consulting Inc. | History | New | 426 | 33 | 0.0% | — | 508 | +426 | New | Q4 2025 | Jan 21, 2026 |
| Frazier Financial Advisors, LLC | History | Reduced | 415 | 32 | 0.02% | 0.02% | 510 | -30 | -6.74% | Q4 2025 | Feb 09, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 419 | 32 | 0.02% | 0.02% | 511 | -28 | -6.26% | Q4 2025 | Jan 07, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 416 | 32 | 0.01% | 0.01% | 509 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Inlight Wealth Management, LLC | History | No change | 400 | 31 | 0.01% | 0.01% | 512 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 383 | 30 | 0.0% | 0.0% | 513 | +221 | 136.42% | Q4 2025 | Feb 24, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 369 | 29 | 0.01% | 0.01% | 514 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Capital Analysts, LLC | History | Reduced | 353 | 28 | 0.0% | 0.0% | 515 | -148 | -29.54% | Q4 2025 | Feb 11, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 329 | 25 | 0.0% | 0.0% | 516 | +244 | 287.06% | Q4 2025 | Feb 13, 2026 |
| Fairscale Capital, LLC | History | No change | 321 | 25 | 0.02% | 0.02% | 517 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 310 | 24 | 0.0% | — | 518 | +310 | New | Q4 2025 | Jan 27, 2026 |
| Triumph Capital Management | History | New | 288 | 22 | 0.0% | — | 519 | +288 | New | Q4 2025 | Feb 12, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 283 | 22 | 0.0% | 0.0% | 520 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Cornerstone Financial Management LLC | History | New | 264 | 20 | 0.02% | — | 523 | +264 | New | Q4 2025 | Feb 13, 2026 |
| Signature Equity Partners, LLC | History | New | 261 | 20 | 0.01% | — | 522 | +261 | New | Q4 2025 | Feb 17, 2026 |
| CX Institutional | History | Added to | 250 | 20 | 0.0% | 0.0% | 521 | +45 | 21.95% | Q4 2025 | Feb 02, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | New | 243 | 19 | 0.0% | — | 524 | +243 | New | Q4 2025 | Feb 03, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 236 | 18 | 0.0% | 0.0% | 525 | +12 | 5.36% | Q4 2025 | Feb 11, 2026 |
| ATWOOD & PALMER INC | History | No change | 233 | 18 | 0.0% | 0.0% | 526 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 219 | 17 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 213 | 16 | 0.0% | 0.0% | 528 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 214 | 16 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | New | 191 | 15 | 0.0% | — | 531 | +191 | New | Q4 2025 | Feb 17, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 200 | 15 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | No change | 200 | 15 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Costello Asset Management, INC | History | No change | 200 | 15 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MRP Capital Investments, LLC | History | No change | 200 | 15 | 0.01% | 0.01% | 534 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 180 | 14 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Valued Wealth Advisors LLC | History | No change | 189 | 14 | 0.01% | 0.01% | 536 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 181 | 14 | 0.01% | 0.01% | 537 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Bare Financial Services, Inc | History | Reduced | 176 | 13 | 0.0% | 0.0% | 541 | -63 | -26.36% | Q4 2025 | Feb 06, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 174 | 13 | 0.0% | 0.0% | 539 | +23 | 15.23% | Q4 2025 | Jan 22, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 171 | 13 | 0.0% | 0.0% | 538 | -19 | -10.0% | Q4 2025 | Feb 12, 2026 |
| Fortitude Family Office, LLC | History | No change | 169 | 13 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Roxbury Financial LLC | History | No change | 168 | 13 | 0.01% | 0.01% | 542 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Penserra Capital Management LLC | History | New | 162 | 12 | 0.0% | — | 543 | +162 | New | Q4 2025 | Feb 12, 2026 |
| DB Fitzpatrick & Co, Inc | History | Reduced | 160 | 12 | 0.01% | 0.01% | 547 | -35 | -17.95% | Q4 2025 | Jan 15, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 160 | 12 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 158 | 12 | 0.0% | 0.0% | 545 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Center for Financial Planning, Inc. | History | No change | 163 | 12 | 0.0% | 0.0% | 546 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| YANKCOM Partnership | History | New | 148 | 11 | 0.0% | — | 551 | +148 | New | Q4 2025 | Jan 20, 2026 |
| Ancora Advisors LLC | History | New | 145 | 11 | 0.0% | — | 549 | +145 | New | Q4 2025 | Feb 17, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 148 | 11 | 0.0% | 0.0% | 548 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Financial Connections Group, Inc. | History | No change | 143 | 11 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Independence Bank of Kentucky | History | New | 136 | 10 | 0.0% | — | 552 | +136 | New | Q4 2025 | Jan 20, 2026 |
| CVA Family Office, LLC | History | No change | 136 | 10 | 0.0% | 0.0% | 553 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| IMA Advisory Services, Inc. | History | New | 123 | 9 | 0.0% | — | 555 | +123 | New | Q4 2025 | Feb 11, 2026 |
| Elyxium Wealth, LLC | History | New | 121 | 9 | 0.0% | — | 558 | +121 | New | Q4 2025 | Feb 05, 2026 |
| Rachor Investment Advisory Services, LLC | History | New | 120 | 9 | 0.0% | — | 557 | +120 | New | Q4 2025 | Jan 30, 2026 |
| North Star Investment Management Corp. | History | Added to | 121 | 9 | 0.0% | 0.0% | 554 | +102 | 536.84% | Q4 2025 | Jan 30, 2026 |
| Golden State Wealth Management, LLC | History | No change | 121 | 9 | 0.0% | 0.0% | 556 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bangor Savings Bank | History | New | 104 | 8 | 0.0% | — | 559 | +104 | New | Q4 2025 | Jan 16, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 111 | 8 | 0.0% | 0.0% | 560 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 100 | 7 | 0.01% | 0.01% | 561 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 100 | 7 | 0.0% | 0.0% | 562 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ORG Partners LLC | History | No change | 98 | 7 | 0.0% | 0.0% | 563 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| WPG Advisers, LLC | History | No change | 93 | 7 | 0.01% | 0.0% | 564 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 83 | 6 | 0.0% | 0.0% | 565 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kozak & Associates, Inc. | History | No change | 79 | 6 | 0.0% | 0.0% | 566 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Archer Investment Corp | History | No change | 80 | 6 | 0.0% | 0.0% | 567 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 65 | 5 | 0.0% | — | 569 | +65 | New | Q4 2025 | Feb 13, 2026 |
| Abound Wealth Management | History | Added to | 70 | 5 | 0.0% | 0.0% | 570 | +44 | 169.23% | Q4 2025 | Jan 12, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 69 | 5 | 0.0% | 0.0% | 568 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 54 | 4 | 0.0% | 0.0% | 573 | -60 | -52.63% | Q4 2025 | Jan 29, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 55 | 4 | 0.0% | — | 577 | +55 | New | Q4 2025 | Feb 10, 2026 |
| Kilter Group LLC | History | Added to | 55 | 4 | 0.0% | 0.0% | 576 | +35 | 175.0% | Q4 2025 | Feb 13, 2026 |
| Dunhill Financial, LLC | History | Added to | 51 | 4 | 0.0% | 0.0% | 572 | +30 | 142.86% | Q4 2025 | Jan 29, 2026 |
| Murphy & Mullick Capital Management Corp | History | Added to | 52 | 4 | 0.0% | 0.0% | 575 | +2 | 4.0% | Q4 2025 | Feb 10, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 54 | 4 | 0.0% | 0.0% | 571 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WealthCollab, LLC | History | No change | 52 | 4 | 0.0% | 0.0% | 574 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Nemes Rush Group LLC | History | New | 50 | 3 | 0.0% | — | 586 | +50 | New | Q4 2025 | Feb 11, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 42 | 3 | 0.0% | — | 583 | +42 | New | Q4 2025 | Feb 05, 2026 |
| JNBA Financial Advisors | History | New | 39 | 3 | 0.0% | — | 580 | +39 | New | Q4 2025 | Jan 26, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 50 | 3 | 0.0% | 0.0% | 591 | +32 | 177.78% | Q4 2025 | Feb 17, 2026 |
| Crewe Advisors LLC | History | Added to | 48 | 3 | 0.0% | 0.0% | 581 | +12 | 33.33% | Q4 2025 | Jan 16, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 44 | 3 | 0.0% | 0.0% | 578 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Clean Yield Group | History | No change | 48 | 3 | 0.0% | 0.0% | 579 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Key FInancial Inc | History | No change | 39 | 3 | 0.0% | 0.0% | 582 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 40 | 3 | 0.0% | 0.0% | 584 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 585 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Wiser Advisor Group LLC | History | No change | 41 | 3 | 0.0% | 0.0% | 587 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 45 | 3 | 0.0% | 0.0% | 588 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| American Capital Advisory, LLC | History | No change | 45 | 3 | 0.0% | 0.0% | 589 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| LRI Investments, LLC | History | No change | 51 | 3 | 0.0% | 0.0% | 590 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Stephens Consulting, LLC | History | New | 37 | 2 | 0.0% | — | 598 | +37 | New | Q4 2025 | Jan 13, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 36 | 2 | 0.0% | — | 595 | +36 | New | Q4 2025 | Feb 23, 2026 |
| Wilmington Savings Fund Society, FSB | History | New | 34 | 2 | 0.0% | — | 594 | +34 | New | Q4 2025 | Feb 12, 2026 |
| Quaker Wealth Management, LLC | History | New | 34 | 2 | 0.0% | — | 597 | +34 | New | Q4 2025 | Jan 28, 2026 |
| Glen Eagle Advisors, LLC | History | New | 31 | 2 | 0.0% | — | 600 | +31 | New | Q4 2025 | Feb 13, 2026 |
| Rossby Financial, LCC | History | Added to | 36 | 2 | 0.0% | 0.0% | 601 | +21 | 140.0% | Q4 2025 | Feb 12, 2026 |
| CENTRAL TRUST Co | History | Added to | 35 | 2 | 0.0% | 0.0% | 592 | +5 | 16.67% | Q4 2025 | Feb 02, 2026 |
| ST GERMAIN D J CO INC | History | No change | 34 | 2 | 0.0% | 0.0% | 593 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| First Command Advisory Services, Inc. | History | No change | 26 | 2 | 0.0% | 0.0% | 596 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Westfuller Advisors, LLC | History | No change | 35 | 2 | 0.0% | 0.0% | 599 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| TD Capital Management LLC | History | New | 23 | 1 | 0.0% | — | 602 | +23 | New | Q4 2025 | Feb 26, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 16 | 1 | 0.0% | — | 605 | +10 | 166.67% | Q4 2025 | Feb 04, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 603 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Caitlin John, LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 604 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Gunderson Capital Management Inc. | History | Closed out | 0 | 0 | — | 4.23% | — | -161,909 | -100.0% | Q3 2025 | Oct 22, 2025 |
| SIH Partners, LLLP | History | Closed out | 0 | 0 | — | 0.14% | — | -69,098 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.08% | — | -49,410 | -100.0% | Q3 2025 | Oct 31, 2025 |
| CASTLEARK MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -42,100 | -100.0% | Q3 2025 | Nov 17, 2025 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -39,911 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Ativo Capital Management LLC | History | Closed out | 0 | 0 | — | 1.58% | — | -26,438 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Legacy Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.18% | — | -18,757 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -14,412 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GQG Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,225 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,462 | -100.0% | Q3 2025 | Oct 14, 2025 |
| BROWN ADVISORY INC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,955 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Allianz Asset Management GmbH | History | Closed out | 0 | 0 | — | 0.0% | — | -3,900 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,278 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -626 | -100.0% | Q3 2025 | Nov 06, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -580 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -418 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -351 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Arlington Trust Co LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -335 | -100.0% | Q3 2025 | Oct 28, 2025 |
| BankPlus Trust Department | History | Closed out | 0 | 0 | — | 0.0% | — | -192 | -100.0% | Q3 2025 | Oct 17, 2025 |
| LOGAN CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -155 | -100.0% | Q3 2025 | Nov 14, 2025 |
| First PREMIER Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -131 | -100.0% | Q3 2025 | Oct 15, 2025 |
| CoreFirst Bank & Trust | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 07, 2025 |
| WOLFF WIESE MAGANA LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -68 | -100.0% | Q3 2025 | Oct 28, 2025 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -67 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Westend Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2025 | Oct 17, 2025 |
| KERR FINANCIAL PLANNING Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2025 | Nov 25, 2025 |
| Centerpoint Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Pacifica Partners Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Marshall & Sterling Wealth Advisors Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Trust Co | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Jan 15, 2026 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2025 | Nov 17, 2025 |
| CULLEN/FROST BANKERS, INC. | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 06, 2026 |
| Stone House Investment Management, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Jan 21, 2026 |
| Orion Capital Management LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Oct 31, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Nov 03, 2025 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Jan 20, 2026 |
| Bear Mountain Capital, Inc. | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TSFG, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 04, 2026 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Kingdom Financial Group LLC. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 06, 2026 |
| ALERUS FINANCIAL NA | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Turning Point Benefit Group, Inc. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |