iSHARES TRUST - IAGG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 22,105,377 | 1,105,489 | 0.33% | 0.33% | 1 | -81,028 | -0.37% | Q4 2025 | Feb 10, 2026 |
| BlackRock, Inc. | History | Reduced | 17,722,922 | 886,323 | 0.01% | 0.02% | 2 | -515,716 | -2.83% | Q4 2025 | Feb 12, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 16,086,101 | 804,465 | 1.52% | 1.5% | 3 | +710,747 | 4.62% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 10,148,488 | 507,525 | 0.03% | 0.06% | 4 | -9,281,555 | -47.77% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Added to | 9,875,935 | 493,895 | 0.13% | 0.14% | 5 | +709,894 | 7.74% | Q4 2025 | Feb 11, 2026 |
| Matson Money. Inc. | History | Added to | 9,322,692 | 466,787 | 14.75% | 14.83% | 6 | +530,528 | 6.03% | Q4 2025 | Jan 20, 2026 |
| Nationwide Fund Advisors | History | Added to | 5,873,118 | 293,714 | 12.58% | 1.47% | 7 | +5,351,620 | 1026.2% | Q4 2025 | Jan 23, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 5,129,373 | 256,520 | 0.29% | 0.68% | 8 | -453,638 | -8.13% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 4,180,599 | 209,071 | 0.02% | 0.01% | 9 | +883,025 | 26.78% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 3,200,607 | 160,062 | 0.01% | 0.01% | 10 | +349,558 | 12.26% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 2,741,859 | 137,120 | 0.02% | 0.01% | 11 | +1,661,785 | 153.86% | Q4 2025 | Feb 12, 2026 |
| MATHER GROUP, LLC. | History | Added to | 2,457,128 | 122,880 | 1.27% | 1.22% | 12 | +104,471 | 4.44% | Q4 2025 | Jan 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 2,446,226 | 122,335 | 0.05% | 0.04% | 13 | +617,900 | 33.8% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,417,959 | 120,922 | 0.07% | 0.08% | 14 | +251,467 | 11.61% | Q4 2025 | Feb 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 2,350,604 | 117,553 | 0.41% | 0.41% | 15 | +154,956 | 7.06% | Q4 2025 | Feb 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,331,524 | 116,571 | 0.03% | 0.03% | 16 | +121,775 | 5.51% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 2,193,124 | 109,678 | 0.12% | 0.12% | 17 | +162,182 | 7.99% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 2,178,011 | 108,922 | 0.3% | 0.32% | 18 | +87,943 | 4.21% | Q4 2025 | Jan 26, 2026 |
| SageView Advisory Group, LLC | History | Added to | 2,170,574 | 108,550 | 3.67% | 3.52% | 19 | +177,108 | 8.88% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,944,418 | 97,240 | 0.13% | 0.12% | 20 | +77,245 | 4.14% | Q4 2025 | Feb 12, 2026 |
| Betterment LLC | History | Added to | 1,818,945 | 90,965 | 0.17% | 0.15% | 21 | +336,162 | 22.67% | Q4 2025 | Feb 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 1,808,188 | 90,427 | 0.77% | 0.71% | 22 | +41,503 | 2.35% | Q4 2025 | Jan 05, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 1,585,258 | 79,278 | 0.03% | 0.03% | 23 | +70 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 1,479,805 | 74,005 | 0.18% | 0.18% | 24 | +199,338 | 15.57% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,351,775 | 67,602 | 0.01% | 0.01% | 25 | +113,232 | 9.14% | Q4 2025 | Feb 10, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,297,336 | 64,880 | 0.15% | 0.16% | 26 | +17,192 | 1.34% | Q4 2025 | Feb 11, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 1,208,835 | 60,453 | 4.47% | 5.19% | 27 | +74,129 | 6.53% | Q4 2025 | Jan 28, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,061,940 | 53,106 | 0.01% | — | 28 | +1,061,940 | New | Q4 2025 | Feb 17, 2026 |
| GeoWealth Management, LLC | History | Added to | 1,010,731 | 50,546 | 1.86% | 1.86% | 29 | +17,401 | 1.75% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,006,364 | 50,328 | 0.01% | 0.01% | 30 | +86,842 | 9.44% | Q4 2025 | Feb 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 946,406 | 47,329 | 0.13% | 0.15% | 31 | -11,360 | -1.19% | Q4 2025 | Jan 26, 2026 |
| Stratos Investment Management, LLC | History | Added to | 945,951 | 47,307 | 1.9% | 1.87% | 32 | +60,886 | 6.88% | Q4 2025 | Jan 20, 2026 |
| NewEdge Advisors, LLC | History | Added to | 933,264 | 46,672 | 0.17% | 0.19% | 33 | +108,360 | 13.14% | Q4 2025 | Feb 18, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 865,325 | 43,274 | 0.26% | 0.31% | 34 | +23,035 | 2.73% | Q4 2025 | Feb 17, 2026 |
| GDS Wealth Management | History | Added to | 845,544 | 42,285 | 2.64% | 2.62% | 35 | +69,460 | 8.95% | Q4 2025 | Feb 02, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | Added to | 793,484 | 39,682 | 9.11% | 8.48% | 36 | +117,581 | 17.4% | Q4 2025 | Feb 05, 2026 |
| Boston Standard Wealth Management, LLC | History | Added to | 787,162 | 39,365 | 6.5% | 6.36% | 37 | +48,605 | 6.58% | Q4 2025 | Jan 07, 2026 |
| Merit Financial Group, LLC | History | Added to | 780,508 | 39,033 | 0.31% | 0.33% | 38 | +70,228 | 9.89% | Q4 2025 | Jan 26, 2026 |
| Savant Capital, LLC | History | Added to | 767,477 | 38,381 | 0.22% | 0.24% | 39 | +686 | 0.09% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 754,007 | 37,735 | 0.06% | 0.03% | 40 | +267,429 | 54.96% | Q4 2025 | Feb 17, 2026 |
| True Link Financial Advisors, LLC | History | New | 660,056 | 33,009 | 2.01% | — | 41 | +660,056 | New | Q4 2025 | Jan 29, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 646,870 | 32,349 | 0.42% | 0.44% | 42 | +50,690 | 8.5% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Added to | 638,818 | 31,947 | 0.01% | 0.0% | 43 | +34,496 | 5.71% | Q4 2025 | Jan 29, 2026 |
| Capital Analysts, LLC | History | Added to | 626,173 | 31,315 | 0.95% | 0.92% | 44 | +13,379 | 2.18% | Q4 2025 | Feb 11, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 612,666 | 30,639 | 5.9% | 5.73% | 45 | +47,097 | 8.33% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Added to | 584,883 | 29,250 | 0.06% | 0.06% | 46 | +62,335 | 11.93% | Q4 2025 | Jan 23, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 576,454 | 28,828 | 2.01% | 2.0% | 47 | +37,231 | 6.9% | Q4 2025 | Jan 07, 2026 |
| AMARILLO NATIONAL BANK | History | Added to | 573,747 | 28,693 | 5.04% | 4.92% | 48 | +27,665 | 5.07% | Q4 2025 | Jan 28, 2026 |
| JB Capital LLC | History | Added to | 560,569 | 28,034 | 1.14% | 1.18% | 49 | +24,486 | 4.57% | Q4 2025 | Jan 20, 2026 |
| Cerity Partners LLC | History | Added to | 560,332 | 28,022 | 0.04% | 0.04% | 50 | +61,249 | 12.27% | Q4 2025 | Feb 11, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 535,598 | 26,785 | 0.33% | 0.33% | 51 | +25,947 | 5.09% | Q4 2025 | Jan 21, 2026 |
| Apella Capital, LLC | History | Added to | 520,429 | 26,026 | 0.51% | 0.47% | 52 | +109,838 | 26.75% | Q4 2025 | Jan 21, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 517,966 | 25,903 | 0.02% | 0.02% | 53 | +34,900 | 7.22% | Q4 2025 | Feb 13, 2026 |
| Modera Wealth Management, LLC | History | Added to | 510,075 | 25,508 | 0.3% | 0.3% | 54 | +4,166 | 0.82% | Q4 2025 | Jan 21, 2026 |
| SYON CAPITAL LLC | History | Added to | 507,776 | 25,393 | 1.27% | 1.37% | 55 | +10,326 | 2.08% | Q4 2025 | Feb 11, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 496,024 | 24,806 | 0.14% | 0.01% | 56 | +467,811 | 1658.14% | Q4 2025 | Jan 29, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 409,615 | 20,484 | 0.37% | 0.47% | 57 | -58,319 | -12.46% | Q4 2025 | Feb 17, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 408,035 | 20,405 | 0.35% | 0.37% | 58 | +3,286 | 0.81% | Q4 2025 | Jan 22, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 383,459 | 19,176 | 0.03% | 0.01% | 59 | +224,151 | 140.7% | Q4 2025 | Feb 18, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 361,146 | 18,061 | 0.05% | 0.05% | 60 | +37,871 | 11.71% | Q4 2025 | Feb 05, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | Added to | 353,246 | 17,665 | 6.67% | 6.96% | 61 | +5,064 | 1.45% | Q4 2025 | Feb 13, 2026 |
| Mason & Associates, LLC | History | Added to | 350,806 | 17,543 | 3.99% | 3.84% | 62 | +51,263 | 17.11% | Q4 2025 | Jan 21, 2026 |
| DORVAL Corp | History | Added to | 344,715 | 17,239 | 5.5% | 5.07% | 63 | +45,551 | 15.23% | Q4 2025 | Jan 26, 2026 |
| NYL Investors LLC | History | Added to | 341,342 | 17,070 | 5.8% | 5.5% | 64 | +14,837 | 4.54% | Q4 2025 | Feb 11, 2026 |
| Brio Consultants, LLC | History | Added to | 336,775 | 16,842 | 2.19% | 2.2% | 65 | +24,518 | 7.85% | Q4 2025 | Feb 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 334,706 | 16,738 | 0.01% | 0.01% | 66 | -70,323 | -17.36% | Q4 2025 | Feb 10, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 332,724 | 16,639 | 0.02% | 0.02% | 67 | +30,214 | 9.99% | Q4 2025 | Feb 02, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 329,539 | 16,480 | 1.82% | 0.56% | 68 | +234,530 | 246.85% | Q4 2025 | Feb 06, 2026 |
| IHT Wealth Management, LLC | History | Added to | 327,453 | 16,375 | 0.4% | 0.38% | 69 | +35,983 | 12.35% | Q4 2025 | Feb 17, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 326,649 | 16,335 | 0.04% | 0.04% | 70 | +2,855 | 0.88% | Q4 2025 | Feb 11, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 319,336 | 15,969 | 5.88% | 5.94% | 71 | +10,209 | 3.3% | Q4 2025 | Jan 15, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 310,310 | 15,518 | 0.87% | 1.25% | 72 | -154,925 | -33.3% | Q4 2025 | Feb 06, 2026 |
| Stadion Money Management, LLC | History | New | 303,984 | 15,202 | 1.23% | — | 73 | +303,984 | New | Q4 2025 | Feb 17, 2026 |
| Savvy Advisors, Inc. | History | Added to | 297,912 | 14,898 | 0.48% | 0.53% | 74 | +74,716 | 33.48% | Q4 2025 | Jan 20, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 290,261 | 14,515 | 4.49% | 4.49% | 75 | +17,220 | 6.31% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 284,626 | 14,234 | 0.0% | 0.0% | 76 | +47,750 | 20.16% | Q4 2025 | Feb 18, 2026 |
| US BANCORP \DE\ | History | Added to | 281,189 | 14,062 | 0.02% | 0.02% | 77 | +19,302 | 7.37% | Q4 2025 | Jan 30, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 271,521 | 13,578 | 1.02% | 0.85% | 78 | +11,491 | 4.42% | Q4 2025 | Feb 17, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 269,308 | 13,468 | 0.71% | 0.7% | 79 | +19,000 | 7.59% | Q4 2025 | Jan 23, 2026 |
| AE Wealth Management LLC | History | Added to | 250,547 | 12,529 | 0.07% | 0.07% | 80 | +27,593 | 12.38% | Q4 2025 | Jan 26, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 249,583 | 12,499 | 0.02% | 0.03% | 81 | -39,856 | -13.77% | Q4 2025 | Feb 05, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 234,563 | 11,730 | 0.08% | 0.1% | 82 | -37,629 | -13.82% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 232,679 | 11,636 | 0.12% | 0.11% | 83 | +95,546 | 69.67% | Q4 2025 | Jan 23, 2026 |
| PDS Planning, Inc | History | Added to | 228,153 | 11,409 | 0.76% | 0.69% | 84 | +34,824 | 18.01% | Q4 2025 | Jan 26, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 227,041 | 11,354 | 0.08% | 0.08% | 85 | +31,586 | 16.16% | Q4 2025 | Feb 12, 2026 |
| Anderson Financial Strategies, LLC | History | Reduced | 226,514 | 11,327 | 6.58% | 7.02% | 86 | -4,842 | -2.09% | Q4 2025 | Feb 24, 2026 |
| Austin Private Wealth, LLC | History | Added to | 226,200 | 11,312 | 0.84% | 0.87% | 87 | +2,113 | 0.94% | Q4 2025 | Jan 20, 2026 |
| Occidental Asset Management, LLC | History | Added to | 225,619 | 11,283 | 1.36% | 1.36% | 88 | +13,637 | 6.43% | Q4 2025 | Jan 08, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 223,464 | 11,175 | 1.07% | 1.06% | 89 | +15,337 | 7.37% | Q4 2025 | Jan 23, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 222,092 | 11,106 | 0.72% | 0.79% | 90 | -11,860 | -5.07% | Q4 2025 | Jan 26, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 219,022 | 10,953 | 1.39% | 1.55% | 91 | -16,570 | -7.03% | Q4 2025 | Jan 13, 2026 |
| Creative Planning | History | Added to | 214,481 | 10,726 | 0.01% | 0.01% | 92 | +83,088 | 63.24% | Q4 2025 | Feb 17, 2026 |
| Kelly Financial Services LLC | History | Added to | 211,065 | 10,555 | 2.65% | 2.71% | 93 | +7,001 | 3.43% | Q4 2025 | Jan 13, 2026 |
| BIP Wealth, LLC | History | Added to | 208,970 | 10,450 | 0.37% | 0.51% | 94 | +8,808 | 4.4% | Q4 2025 | Jan 21, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 204,024 | 10,203 | 0.12% | 0.02% | 95 | +170,811 | 514.29% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 198,772 | 9,940 | 0.22% | 0.24% | 96 | +15,411 | 8.4% | Q4 2025 | Feb 06, 2026 |
| Values Added Financial LLC | History | Reduced | 197,656 | 9,884 | 4.17% | 7.31% | 97 | -123,334 | -38.42% | Q4 2025 | Jan 16, 2026 |
| Corient Private Wealth LLC | History | Added to | 197,138 | 9,858 | 0.01% | 0.02% | 98 | +5,363 | 2.8% | Q4 2025 | Mar 09, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 193,641 | 9,684 | 0.65% | 0.64% | 99 | +8,548 | 4.62% | Q4 2025 | Feb 13, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 193,211 | 9,662 | 0.31% | 0.34% | 100 | -6,910 | -3.45% | Q4 2025 | Jan 20, 2026 |
| Atria Investments, Inc | History | Added to | 192,111 | 9,607 | 0.11% | 0.11% | 101 | +4,096 | 2.18% | Q4 2025 | Feb 05, 2026 |
| Stone House Investment Management, LLC | History | Added to | 192,063 | 9,605 | 1.49% | 1.58% | 102 | +9,401 | 5.15% | Q4 2025 | Jan 21, 2026 |
| High Falls Advisors, Inc | History | Added to | 188,334 | 9,418 | 1.91% | 1.88% | 103 | +9,776 | 5.47% | Q4 2025 | Feb 18, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 185,361 | 9,270 | 1.4% | 1.42% | 104 | +3,492 | 1.92% | Q4 2025 | Jan 27, 2026 |
| Mariner, LLC | History | Added to | 182,143 | 9,108 | 0.01% | 0.01% | 105 | +63,696 | 53.78% | Q4 2025 | Feb 13, 2026 |
| KWB Wealth | History | Added to | 176,544 | 8,828 | 0.84% | 0.86% | 106 | +25,083 | 16.56% | Q4 2025 | Jan 12, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Added to | 166,626 | 8,332 | 0.32% | 0.2% | 107 | +21,300 | 14.66% | Q4 2025 | Feb 04, 2026 |
| TSFG, LLC | History | Added to | 165,920 | 8,298 | 1.24% | 1.15% | 108 | +24,598 | 17.41% | Q4 2025 | Feb 04, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 165,851 | 8,294 | 0.3% | 0.36% | 109 | +16,234 | 10.85% | Q4 2025 | Feb 09, 2026 |
| Forum Private Client Group LLC | History | Added to | 165,519 | 8,277 | 2.82% | 2.85% | 110 | +9,472 | 6.07% | Q4 2025 | Feb 06, 2026 |
| HSBC HOLDINGS PLC | History | New | 164,725 | 8,237 | 0.0% | — | 111 | +164,725 | New | Q4 2025 | Mar 20, 2026 |
| Vestwell Advisors, LLC | History | Added to | 158,559 | 7,929 | 1.17% | 2.45% | 112 | +24,242 | 18.05% | Q4 2025 | Feb 13, 2026 |
| Aznar Financial Advisors, LLC | History | New | 153,494 | 7,676 | 7.38% | — | 113 | +153,494 | New | Q4 2025 | Feb 19, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 151,847 | 7,593 | 0.17% | — | 114 | +151,847 | New | Q4 2025 | Feb 17, 2026 |
| Boyd Wealth Management, LLC | History | Added to | 150,720 | 7,537 | 3.2% | 3.21% | 115 | +5,081 | 3.49% | Q4 2025 | Jan 28, 2026 |
| One Wealth Advisors, LLC | History | Added to | 143,726 | 7,187 | 0.88% | 0.9% | 116 | +3,647 | 2.6% | Q4 2025 | Feb 02, 2026 |
| PAX Financial Group, LLC | History | Added to | 135,929 | 6,797 | 1.17% | 1.18% | 117 | +8,589 | 6.74% | Q4 2025 | Feb 05, 2026 |
| APPLETON PARTNERS INC/MA | History | Added to | 135,723 | 6,788 | 0.45% | 0.45% | 118 | +5,456 | 4.19% | Q4 2025 | Jan 09, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 132,679 | 6,635 | 0.67% | 0.68% | 119 | +6,360 | 5.03% | Q4 2025 | Jan 27, 2026 |
| Leo Wealth, LLC | History | Added to | 131,450 | 6,575 | 0.48% | 0.67% | 120 | +29,927 | 29.48% | Q4 2025 | Jan 21, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 129,977 | 6,500 | 1.2% | 1.61% | 121 | +10,427 | 8.72% | Q4 2025 | Jan 26, 2026 |
| Capstone Financial Advisors, Inc. | History | Added to | 125,904 | 6,296 | 0.34% | 0.34% | 122 | +1,763 | 1.42% | Q4 2025 | Feb 17, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 125,556 | 6,279 | 2.56% | 2.6% | 123 | +4,476 | 3.7% | Q4 2025 | Feb 09, 2026 |
| Private Advisor Group, LLC | History | Added to | 125,175 | 6,260 | 0.03% | 0.02% | 124 | +29,353 | 30.63% | Q4 2025 | Feb 17, 2026 |
| Kooman & Associates | History | Added to | 124,302 | 6,216 | 1.84% | 1.93% | 125 | +1,976 | 1.62% | Q4 2025 | Jan 23, 2026 |
| Trek Financial, LLC | History | Added to | 120,891 | 6,045 | 0.35% | 0.35% | 126 | +4,604 | 3.96% | Q4 2025 | Feb 04, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Reduced | 118,089 | 5,905 | 0.85% | 1.03% | 127 | -18,024 | -13.24% | Q4 2025 | Jan 28, 2026 |
| &PARTNERS | History | Added to | 115,804 | 5,807 | 0.03% | 0.03% | 128 | +22,467 | 24.07% | Q4 2025 | Feb 17, 2026 |
| Vise Technologies, Inc. | History | Added to | 113,892 | 5,695 | 0.11% | 0.16% | 129 | +32,236 | 39.48% | Q4 2025 | Feb 11, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 113,185 | 5,660 | 0.12% | 0.12% | 130 | +12,434 | 12.34% | Q4 2025 | Feb 03, 2026 |
| Advisory Services Network, LLC | History | Added to | 112,155 | 5,608 | 0.08% | 0.08% | 131 | +11,814 | 11.77% | Q4 2025 | Feb 17, 2026 |
| JT Stratford LLC | History | Added to | 111,674 | 5,584 | 0.72% | 0.36% | 132 | +59,777 | 115.18% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 111,607 | 5,581 | 0.0% | 0.0% | 133 | +46,385 | 71.12% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 106,645 | 5,333 | 0.09% | 0.06% | 134 | +51,431 | 93.15% | Q4 2025 | Feb 06, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 105,746 | 5,288 | 0.96% | 0.08% | 135 | +4,725 | 4.68% | Q4 2025 | Mar 04, 2026 |
| Continuum Advisory, LLC | History | Added to | 105,497 | 5,275 | 0.53% | 0.53% | 136 | +6,882 | 6.98% | Q4 2025 | Feb 11, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 104,420 | 5,222 | 0.16% | 0.17% | 137 | +55 | 0.05% | Q4 2025 | Jan 30, 2026 |
| Brooklyn FI, LLC | History | Reduced | 104,044 | 5,203 | 1.11% | 1.34% | 138 | -13,012 | -11.12% | Q4 2025 | Jan 21, 2026 |
| Procyon Advisors, LLC | History | Added to | 101,615 | 5,081 | 0.25% | 0.31% | 139 | +283 | 0.28% | Q4 2025 | Jan 07, 2026 |
| Keystone Financial Services | History | Added to | 98,969 | 4,949 | 1.49% | 1.45% | 140 | +7,740 | 8.48% | Q4 2025 | Feb 12, 2026 |
| Greenspring Advisors, LLC | History | Added to | 98,040 | 4,902 | 0.3% | 0.28% | 141 | +66,934 | 215.18% | Q4 2025 | Feb 10, 2026 |
| New Capital Management LP | History | Reduced | 96,791 | 4,840 | 1.22% | 1.34% | 142 | -2,756 | -2.77% | Q4 2025 | Jan 20, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 96,400 | 4,820 | 0.02% | 0.02% | 143 | +21,272 | 28.31% | Q4 2025 | Feb 13, 2026 |
| Brookstone Capital Management | History | Added to | 94,695 | 4,735 | 0.05% | 0.06% | 144 | +4,038 | 4.45% | Q4 2025 | Jan 15, 2026 |
| Wealthfront Advisers LLC | History | Added to | 93,926 | 4,697 | 0.01% | 0.01% | 145 | +30,720 | 48.6% | Q4 2025 | Jan 30, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 92,650 | 4,633 | 1.54% | 1.57% | 146 | +6,511 | 7.56% | Q4 2025 | Jan 27, 2026 |
| Blue Trust, Inc. | History | Reduced | 92,250 | 4,613 | 0.05% | 0.06% | 147 | -9,938 | -9.73% | Q4 2025 | Jan 16, 2026 |
| Invst, LLC | History | Reduced | 92,156 | 4,608 | 0.5% | 0.56% | 148 | -4,097 | -4.26% | Q4 2025 | Feb 11, 2026 |
| Wiser Wealth Management, Inc | History | Added to | 91,437 | 4,572 | 1.02% | 0.97% | 149 | +8,226 | 9.89% | Q4 2025 | Jan 12, 2026 |
| Breakwater Investment Management | History | Added to | 90,181 | 4,509 | 1.63% | 1.42% | 150 | +15,094 | 20.1% | Q4 2025 | Feb 02, 2026 |
| Regal Investment Advisors LLC | History | Added to | 88,868 | 4,444 | 0.27% | 0.23% | 151 | +18,962 | 27.12% | Q4 2025 | Feb 17, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 88,865 | 4,444 | 1.16% | 1.21% | 152 | +1,657 | 1.9% | Q4 2025 | Feb 02, 2026 |
| Valmark Advisers, Inc. | History | Added to | 87,890 | 4,395 | 0.05% | 0.04% | 153 | +21,848 | 33.08% | Q4 2025 | Jan 26, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 83,949 | 4,198 | 0.02% | 0.02% | 154 | -628 | -0.74% | Q4 2025 | Feb 12, 2026 |
| Xena Financial Planning, LLC | History | New | 83,114 | 4,156 | 4.88% | — | 155 | +83,114 | New | Q4 2025 | Jan 15, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 82,985 | 4,150 | 0.34% | 0.38% | 156 | -3,120 | -3.62% | Q4 2025 | Jan 23, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 82,702 | 4,135 | 1.71% | 1.73% | 157 | +3,299 | 4.15% | Q4 2025 | Jan 14, 2026 |
| Balance Wealth, LLC | History | Reduced | 82,383 | 4,119 | 1.32% | 1.84% | 159 | -62,633 | -43.19% | Q4 2025 | Jan 21, 2026 |
| Legacy Financial Group LLC | History | Added to | 82,154 | 4,119 | 0.51% | 0.53% | 158 | +2,500 | 3.14% | Q4 2025 | Feb 05, 2026 |
| Elevated Financial Group LLC | History | New | 81,810 | 4,091 | 1.42% | — | 160 | +81,810 | New | Q4 2025 | Jan 29, 2026 |
| Paragon Advisors, LLC | History | Added to | 81,498 | 4,075 | 1.11% | 1.04% | 161 | +2,676 | 3.39% | Q4 2025 | Jan 12, 2026 |
| Cobblestone Asset Management LLC | History | Added to | 81,447 | 4,073 | 1.83% | 1.85% | 162 | +2,528 | 3.2% | Q4 2025 | Jan 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 81,205 | 4,061 | 0.11% | 0.11% | 163 | +3,997 | 5.18% | Q4 2025 | Jan 23, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Added to | 80,615 | 4,031 | 2.5% | 2.54% | 164 | +712 | 0.89% | Q4 2025 | Jan 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 80,156 | 4,008 | 0.0% | 0.0% | 165 | +7,377 | 10.14% | Q4 2025 | Feb 06, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 80,068 | 4,004 | 0.39% | 0.42% | 166 | +589 | 0.74% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Reduced | 78,922 | 3,946 | 0.0% | 0.01% | 167 | -340 | -0.43% | Q4 2025 | Feb 13, 2026 |
| Columbus Macro, LLC | History | Added to | 78,092 | 3,905 | 0.43% | 0.41% | 168 | +7,454 | 10.55% | Q4 2025 | Jan 15, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 77,056 | 3,853 | 0.11% | 0.12% | 169 | +2,066 | 2.76% | Q4 2025 | Jan 16, 2026 |
| JGP Wealth Management, LLC | History | Added to | 76,920 | 3,846 | 0.4% | 0.4% | 170 | +6,790 | 9.68% | Q4 2025 | Jan 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 74,479 | 3,724 | 0.05% | 0.05% | 171 | -1,886 | -2.47% | Q4 2025 | Jan 29, 2026 |
| Keystone Financial Group | History | Added to | 73,952 | 3,698 | 0.27% | 0.28% | 172 | +2,012 | 2.8% | Q4 2025 | Feb 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 72,303 | 3,615 | 0.06% | 0.05% | 173 | +9,841 | 15.76% | Q4 2025 | Feb 12, 2026 |
| Keel Point, LLC | History | Reduced | 70,600 | 3,530 | 0.21% | 0.34% | 174 | -38,385 | -35.22% | Q4 2025 | Feb 12, 2026 |
| Sovran Advisors, LLC | History | Added to | 70,211 | 3,528 | 0.3% | 0.23% | 175 | +18,902 | 36.84% | Q4 2025 | Jan 20, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 70,424 | 3,521 | 0.28% | 0.29% | 176 | +2,028 | 2.97% | Q4 2025 | Feb 17, 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | History | Added to | 69,194 | 3,460 | 2.45% | 2.48% | 177 | +3,468 | 5.28% | Q4 2025 | Jan 07, 2026 |
| Orin Green Financial, LLC | History | Added to | 68,723 | 3,436 | 1.37% | 1.31% | 178 | +4,767 | 7.45% | Q4 2025 | Feb 06, 2026 |
| Summit Wealth Group, LLC | History | Reduced | 67,795 | 3,390 | 0.79% | 0.84% | 179 | -315 | -0.46% | Q4 2025 | Feb 06, 2026 |
| PFG Advisors | History | Reduced | 67,636 | 3,382 | 0.16% | 0.16% | 180 | -8,261 | -10.88% | Q4 2025 | Jan 27, 2026 |
| MONEYWISE, INC. | History | New | 66,918 | 3,346 | 1.39% | — | 181 | +66,918 | New | Q4 2025 | Feb 05, 2026 |
| Scarborough Advisors, LLC | History | Added to | 66,871 | 3,344 | 0.56% | 0.58% | 182 | +2,225 | 3.44% | Q4 2025 | Feb 17, 2026 |
| WCG Wealth Advisors LLC | History | New | 65,540 | 3,277 | 0.09% | — | 183 | +65,540 | New | Q4 2025 | Feb 10, 2026 |
| May Hill Capital, LLC | History | Added to | 65,090 | 3,255 | 0.43% | 0.38% | 184 | +39,813 | 157.51% | Q4 2025 | Feb 05, 2026 |
| Daviman Financial, LLC | History | New | 64,854 | 3,243 | 1.9% | — | 185 | +64,854 | New | Q4 2025 | Feb 06, 2026 |
| World Investment Advisors | History | Added to | 64,538 | 3,227 | 0.05% | 0.02% | 186 | +48,946 | 313.92% | Q4 2025 | Mar 12, 2026 |
| Allegheny Financial Group | History | Added to | 64,211 | 3,211 | 0.48% | 0.6% | 187 | +1,798 | 2.88% | Q4 2025 | Feb 02, 2026 |
| Hardy Reed LLC | History | Reduced | 63,868 | 3,194 | 0.23% | 0.24% | 188 | -660 | -1.02% | Q4 2025 | Feb 06, 2026 |
| Grove Street Fiduciary, LLC | History | Added to | 63,523 | 3,176 | 1.33% | 1.5% | 189 | +1,482 | 2.39% | Q4 2025 | Feb 03, 2026 |
| CORE WEALTH ADVISORS, LLC | History | New | 60,673 | 3,034 | 2.39% | — | 190 | +60,673 | New | Q4 2025 | Feb 10, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Added to | 60,270 | 3,014 | 1.05% | 0.98% | 191 | +6,033 | 11.12% | Q4 2025 | Feb 10, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 59,539 | 2,977 | 0.1% | 0.21% | 192 | -81,151 | -57.68% | Q4 2025 | Jan 09, 2026 |
| Partners in Financial Planning | History | Added to | 59,439 | 2,972 | 0.5% | 0.52% | 193 | +1,096 | 1.88% | Q4 2025 | Feb 02, 2026 |
| True Vision MN LLC | History | Added to | 59,251 | 2,963 | 1.51% | 1.54% | 194 | +1,570 | 2.72% | Q4 2025 | Jan 14, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 59,227 | 2,961 | 0.36% | 0.38% | 195 | -149 | -0.25% | Q4 2025 | Jan 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 58,790 | 2,953 | 0.14% | — | 196 | +58,790 | New | Q4 2025 | Feb 03, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | Added to | 57,213 | 2,861 | 2.12% | 2.09% | 197 | +5,821 | 11.33% | Q4 2025 | Jan 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 56,031 | 2,802 | 0.0% | 0.0% | 198 | +1,125 | 2.05% | Q4 2025 | Feb 13, 2026 |
| IFG Advisory, LLC | History | Added to | 55,944 | 2,797 | 0.12% | 0.12% | 199 | +2,660 | 4.99% | Q4 2025 | Feb 10, 2026 |
| Centurion Wealth Management LLC | History | Added to | 55,871 | 2,794 | 0.61% | 0.6% | 200 | +4,465 | 8.69% | Q4 2025 | Jan 14, 2026 |
| Strategic Financial Partners, Ltd. | History | Added to | 55,748 | 2,787 | 1.21% | 1.17% | 201 | +5,912 | 11.86% | Q4 2025 | Feb 11, 2026 |
| Shared Vision Wealth Group LLC | History | Added to | 54,812 | 2,753 | 1.11% | 1.17% | 202 | +1,472 | 2.76% | Q4 2025 | Feb 11, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 54,461 | 2,723 | 0.97% | 0.88% | 203 | +2,989 | 5.81% | Q4 2025 | Feb 03, 2026 |
| Midwestern Financial, LLC /IA | History | Added to | 54,175 | 2,709 | 2.24% | 2.15% | 204 | +5,161 | 10.53% | Q4 2025 | Feb 06, 2026 |
| Peak Wealth Management LLC | History | New | 54,122 | 2,706 | 2.26% | — | 205 | +54,122 | New | Q4 2025 | Feb 04, 2026 |
| Revisor Wealth Management LLC | History | Added to | 53,756 | 2,697 | 0.72% | 0.92% | 206 | +2,002 | 3.87% | Q4 2025 | Jan 27, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 53,825 | 2,691 | 0.42% | 0.07% | 207 | +46,690 | 654.38% | Q4 2025 | Feb 03, 2026 |
| Detalus Advisors, LLC | History | Added to | 53,631 | 2,682 | 0.65% | 0.63% | 208 | +5,755 | 12.02% | Q4 2025 | Feb 03, 2026 |
| Kilter Group LLC | History | Added to | 53,349 | 2,667 | 1.18% | 0.88% | 209 | +17,007 | 46.8% | Q4 2025 | Feb 13, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Added to | 53,102 | 2,655 | 2.21% | 2.21% | 210 | +691 | 1.32% | Q4 2025 | Jan 23, 2026 |
| McIlrath & Eck, LLC | History | Added to | 52,823 | 2,641 | 0.25% | 0.24% | 211 | +8,229 | 18.45% | Q4 2025 | Feb 03, 2026 |
| WealthShield Partners, LLC | History | Added to | 52,743 | 2,637 | 0.29% | 0.29% | 212 | +2,123 | 4.19% | Q4 2025 | Feb 03, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 52,618 | 2,631 | 0.03% | 0.02% | 213 | +26,541 | 101.78% | Q4 2025 | Jan 29, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 51,655 | 2,583 | 0.06% | 0.06% | 214 | +8,834 | 20.63% | Q4 2025 | Jan 29, 2026 |
| BETO FINANCIAL GROUP, LLC | History | New | 51,463 | 2,582 | 1.74% | — | 215 | +51,463 | New | Q4 2025 | Feb 10, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 50,705 | 2,535 | 0.73% | 0.67% | 216 | +8,222 | 19.35% | Q4 2025 | Feb 11, 2026 |
| Focus Financial Network, Inc. | History | Added to | 50,197 | 2,510 | 0.09% | 0.09% | 218 | +1,110 | 2.26% | Q4 2025 | Jan 12, 2026 |
| FC Advisory LLC | History | Added to | 50,196 | 2,510 | 0.72% | 0.75% | 217 | +386 | 0.77% | Q4 2025 | Jan 13, 2026 |
| Simplicity Wealth,LLC | History | Added to | 49,572 | 2,479 | 0.15% | 0.14% | 219 | +2,927 | 6.28% | Q4 2025 | Jan 30, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 48,777 | 2,439 | 0.57% | 0.6% | 220 | +47 | 0.1% | Q4 2025 | Jan 16, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 47,763 | 2,388 | 0.55% | 0.45% | 221 | +2,199 | 4.83% | Q4 2025 | Feb 17, 2026 |
| Richard W. Paul & Associates, LLC | History | Added to | 47,739 | 2,387 | 0.79% | 0.75% | 222 | +4,754 | 11.06% | Q4 2025 | Feb 12, 2026 |
| Compass Financial Group, Inc. | History | Added to | 47,541 | 2,377 | 1.05% | 1.09% | 223 | +62 | 0.13% | Q4 2025 | Feb 05, 2026 |
| Prepared Retirement Institute LLC | History | Added to | 46,982 | 2,349 | 1.18% | 1.05% | 224 | +7,554 | 19.16% | Q4 2025 | Jan 29, 2026 |
| Apeiron RIA LLC | History | Reduced | 46,059 | 2,311 | 0.47% | 0.88% | 225 | -29,681 | -39.19% | Q4 2025 | Feb 03, 2026 |
| Stonekeep Investments, LLC | History | Reduced | 46,191 | 2,310 | 1.48% | 1.52% | 226 | -694 | -1.48% | Q4 2025 | Jan 07, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 45,482 | 2,274 | 0.43% | 0.45% | 227 | -163 | -0.36% | Q4 2025 | Jan 30, 2026 |
| Addison Advisors LLC | History | Added to | 44,613 | 2,231 | 0.5% | 0.5% | 228 | +2,155 | 5.08% | Q4 2025 | Feb 06, 2026 |
| Prosperity Planning, Inc. | History | Added to | 44,525 | 2,226 | 0.58% | 0.57% | 229 | +3,044 | 7.34% | Q4 2025 | Jan 14, 2026 |
| Cordoba Advisory Partners LLC | History | New | 44,502 | 2,225 | 0.55% | — | 230 | +44,502 | New | Q4 2025 | Feb 13, 2026 |
| COREPATH WEALTH PARTNERS LLC | History | Added to | 43,701 | 2,197 | 1.47% | 1.54% | 231 | +2,249 | 5.43% | Q4 2025 | Jan 15, 2026 |
| Livet Wealth, LLC | History | New | 43,323 | 2,166 | 1.33% | — | 232 | +43,323 | New | Q4 2025 | Feb 13, 2026 |
| NBT BANK N A /NY | History | Added to | 43,030 | 2,153 | 0.14% | 0.13% | 233 | +4,799 | 12.55% | Q4 2025 | Jan 23, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 42,546 | 2,135 | 0.29% | 0.21% | 234 | +13,685 | 47.42% | Q4 2025 | Jan 21, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 42,199 | 2,110 | 0.05% | 0.05% | 235 | +6,333 | 17.66% | Q4 2025 | Feb 17, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 42,150 | 2,107 | 0.13% | 0.14% | 236 | -1,061 | -2.46% | Q4 2025 | Jan 23, 2026 |
| EQ LLC | History | New | 42,083 | 2,104 | 0.61% | — | 237 | +42,083 | New | Q4 2025 | Feb 10, 2026 |
| City State Bank | History | Added to | 41,755 | 2,088 | 0.57% | 0.55% | 238 | +4,680 | 12.62% | Q4 2025 | Jan 28, 2026 |
| Synergy Asset Management, LLC | History | Reduced | 40,285 | 2,014 | 0.21% | 0.24% | 239 | -90,060 | -69.09% | Q4 2025 | Jan 13, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 40,282 | 2,014 | 1.37% | 1.05% | 240 | +12,091 | 42.89% | Q4 2025 | Jan 29, 2026 |
| Vawter Financial, Ltd. | History | Added to | 39,300 | 1,965 | 0.83% | 0.8% | 241 | +5,056 | 14.76% | Q4 2025 | Feb 02, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 38,657 | 1,941 | 0.65% | 0.68% | 242 | +1,520 | 4.09% | Q4 2025 | Feb 10, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 37,826 | 1,891 | 0.41% | 0.3% | 243 | +14,001 | 58.77% | Q4 2025 | Feb 09, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 37,223 | 1,870 | 0.54% | 0.57% | 244 | +4,901 | 15.16% | Q4 2025 | Feb 10, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 37,073 | 1,854 | 0.55% | 0.7% | 245 | -5,533 | -12.99% | Q4 2025 | Feb 11, 2026 |
| Evolution Advisers, Inc. | History | Added to | 36,482 | 1,824 | 0.79% | 0.02% | 246 | +35,660 | 4338.2% | Q4 2025 | Jan 23, 2026 |
| Wedmont Private Capital | History | Added to | 35,991 | 1,807 | 0.06% | 0.07% | 247 | +855 | 2.43% | Q4 2025 | Jan 08, 2026 |
| RFG Advisory, LLC | History | Reduced | 36,122 | 1,806 | 0.03% | 0.08% | 248 | -41,663 | -53.56% | Q4 2025 | Feb 03, 2026 |
| Atlatl Advisers LLC | History | Added to | 35,963 | 1,798 | 0.69% | 0.68% | 249 | +2,786 | 8.4% | Q4 2025 | Feb 09, 2026 |
| Csenge Advisory Group | History | Reduced | 35,909 | 1,795 | 0.08% | 0.09% | 250 | -1,282 | -3.45% | Q4 2025 | Feb 06, 2026 |
| Polaris Investment Advisors, LLC | History | New | 35,854 | 1,793 | 1.3% | — | 251 | +35,854 | New | Q4 2025 | Jan 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 35,759 | 1,788 | 0.0% | 0.0% | 252 | +17,722 | 98.25% | Q4 2025 | Mar 25, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 35,639 | 1,782 | 0.13% | 0.13% | 253 | +563 | 1.61% | Q4 2025 | Feb 11, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 35,581 | 1,779 | 0.13% | 0.13% | 254 | +511 | 1.46% | Q4 2025 | Feb 10, 2026 |
| EP Wealth Advisors, LLC | History | New | 35,235 | 1,762 | 0.01% | — | 255 | +35,235 | New | Q4 2025 | Feb 18, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 34,426 | 1,730 | 0.27% | 0.25% | 256 | +3,943 | 12.94% | Q4 2025 | Feb 02, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Added to | 34,369 | 1,718 | 0.73% | 0.72% | 257 | +3,082 | 9.85% | Q4 2025 | Feb 18, 2026 |
| Blossom Wealth Management | History | Added to | 33,318 | 1,666 | 2.75% | 2.69% | 258 | +844 | 2.6% | Q4 2025 | Jan 16, 2026 |
| Comprehensive Wealth Management, LLC | History | Reduced | 33,071 | 1,653 | 0.98% | 2.49% | 259 | -35,533 | -51.79% | Q4 2025 | Feb 11, 2026 |
| Veratis Advisors, Inc. | History | New | 32,657 | 1,651 | 1.31% | — | 260 | +32,657 | New | Q4 2025 | Feb 18, 2026 |
| Napier Financial, LLC | History | New | 32,786 | 1,639 | 0.41% | — | 261 | +32,786 | New | Q4 2025 | Feb 11, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 32,763 | 1,638 | 0.02% | 0.01% | 262 | +10,068 | 44.36% | Q4 2025 | Jan 20, 2026 |
| BFSG, LLC | History | Added to | 32,717 | 1,636 | 0.16% | 0.15% | 263 | +1,600 | 5.14% | Q4 2025 | Jan 22, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 32,242 | 1,612 | 0.43% | 0.42% | 264 | +2,007 | 6.64% | Q4 2025 | Jan 16, 2026 |
| Cassilly Financial Group LLC | History | New | 31,781 | 1,589 | 1.4% | — | 265 | +31,781 | New | Q4 2025 | Jan 15, 2026 |
| Apex Wealth Management, LLC | History | Added to | 31,356 | 1,575 | 1.6% | 1.12% | 266 | +855 | 2.8% | Q4 2025 | Jan 26, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Added to | 31,147 | 1,557 | 0.41% | 0.33% | 267 | +9,720 | 45.36% | Q4 2025 | Jan 12, 2026 |
| Chatterton & Associates Inc. | History | New | 31,027 | 1,551 | 1.33% | — | 269 | +31,027 | New | Q4 2025 | Jan 20, 2026 |
| Friedenthal Financial | History | Added to | 31,023 | 1,551 | 0.8% | 0.8% | 268 | +894 | 2.97% | Q4 2025 | Jan 27, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 30,841 | 1,532 | 0.2% | 0.24% | 270 | -2,869 | -8.51% | Q4 2025 | Feb 04, 2026 |
| Horizons Wealth Management | History | Added to | 30,419 | 1,521 | 1.0% | 0.91% | 271 | +4,279 | 16.37% | Q4 2025 | Jan 05, 2026 |
| Range Financial Group LLC | History | Added to | 30,252 | 1,512 | 0.52% | 0.27% | 272 | +15,611 | 106.63% | Q4 2025 | Jan 15, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 29,942 | 1,497 | 0.21% | 0.24% | 273 | +1,625 | 5.74% | Q4 2025 | Jan 14, 2026 |
| Allworth Financial LP | History | New | 29,523 | 1,476 | 0.01% | — | 274 | +29,523 | New | Q4 2025 | Feb 05, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 29,251 | 1,462 | 0.09% | 0.07% | 275 | +10,642 | 57.19% | Q4 2025 | Feb 11, 2026 |
| Maia Wealth LLC | History | Reduced | 28,942 | 1,460 | 0.25% | 0.31% | 276 | -6,814 | -19.06% | Q4 2025 | Feb 17, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 29,195 | 1,459 | 0.16% | 0.17% | 277 | +4,185 | 16.73% | Q4 2025 | Feb 11, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 28,870 | 1,443 | 0.01% | 0.02% | 278 | -1,615 | -5.3% | Q4 2025 | Feb 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 1,432,000 | 1,432 | 0.03% | 0.03% | 279 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Global View Capital Management LLC | History | Reduced | 28,597 | 1,430 | 0.27% | 0.35% | 280 | -3,194 | -10.05% | Q4 2025 | Jan 14, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 28,494 | 1,424 | 0.06% | 0.07% | 281 | -5,751 | -16.79% | Q4 2025 | Feb 09, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 28,428 | 1,421 | 0.0% | 0.01% | 282 | -73,465 | -72.1% | Q4 2025 | Mar 16, 2026 |
| Redwood Investment Management, LLC | History | Added to | 28,374 | 1,419 | 0.16% | 0.13% | 283 | +5,073 | 21.77% | Q4 2025 | Feb 17, 2026 |
| SWMG, LLC | History | Added to | 27,805 | 1,396 | 0.39% | 0.43% | 284 | +93 | 0.34% | Q4 2025 | Feb 10, 2026 |
| Advisory Alpha, LLC | History | Added to | 27,880 | 1,394 | 0.04% | 0.04% | 285 | +1,610 | 6.13% | Q4 2025 | Feb 06, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 27,427 | 1,373 | 0.05% | 0.08% | 286 | +3,724 | 15.71% | Q4 2025 | Feb 13, 2026 |
| Columbia River Financial Group, LLC | History | Added to | 27,435 | 1,372 | 0.84% | 0.74% | 287 | +4,080 | 17.47% | Q4 2025 | Feb 12, 2026 |
| Rothschild Wealth LLC | History | Added to | 27,433 | 1,371 | 0.13% | 0.28% | 289 | +2,497 | 10.01% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 27,342 | 1,371 | 0.0% | 0.0% | 288 | +787 | 2.96% | Q4 2025 | Jan 08, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 27,125 | 1,356 | 0.06% | 0.08% | 290 | -3,097 | -10.25% | Q4 2025 | Feb 13, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 26,031 | 1,301 | 1.3% | — | 291 | +26,031 | New | Q4 2025 | Feb 13, 2026 |
| M1 Capital Management LLC | History | Added to | 24,841 | 1,242 | 0.52% | 0.54% | 292 | +583 | 2.4% | Q4 2025 | Feb 13, 2026 |
| Exchange Bank | History | Reduced | 24,366 | 1,218 | 0.84% | 0.89% | 293 | -677 | -2.7% | Q4 2025 | Jan 13, 2026 |
| J.M. Arbour, LLC | History | New | 24,256 | 1,213 | 1.21% | — | 294 | +24,256 | New | Q4 2025 | Jan 26, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 24,078 | 1,204 | 0.64% | 0.66% | 295 | +562 | 2.39% | Q4 2025 | Feb 24, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 23,978 | 1,199 | 0.18% | 0.17% | 296 | +1,187 | 5.21% | Q4 2025 | Feb 12, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 23,885 | 1,194 | 0.01% | 0.01% | 297 | -347 | -1.43% | Q4 2025 | Feb 06, 2026 |
| RCS Financial Planning, LLC | History | Added to | 23,819 | 1,191 | 0.51% | 0.51% | 298 | +1,160 | 5.12% | Q4 2025 | Jan 15, 2026 |
| Bear Mountain Capital, Inc. | History | Added to | 23,617 | 1,186 | 0.38% | 0.26% | 299 | +8,460 | 55.82% | Q4 2025 | Jan 22, 2026 |
| Mosley Wealth Management | History | New | 23,037 | 1,183 | 0.54% | — | 300 | +23,037 | New | Q4 2025 | Feb 12, 2026 |
| Park Place Capital Corp | History | Added to | 23,463 | 1,173 | 0.24% | 0.25% | 301 | +754 | 3.32% | Q4 2025 | Jan 09, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | New | 23,067 | 1,158 | 1.01% | — | 302 | +23,067 | New | Q4 2025 | Feb 11, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 23,130 | 1,156 | 0.43% | 0.52% | 303 | -2,435 | -9.52% | Q4 2025 | Jan 08, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 22,693 | 1,139 | 0.04% | 0.03% | 304 | +5,119 | 29.13% | Q4 2025 | Jan 23, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 22,711 | 1,135 | 0.14% | 0.16% | 305 | -1,405 | -5.83% | Q4 2025 | Jan 26, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 22,559 | 1,128 | 0.23% | 1.67% | 306 | -133,118 | -85.51% | Q4 2025 | Feb 11, 2026 |
| BCU Wealth Advisors, LLC | History | Added to | 22,344 | 1,117 | 0.43% | 0.45% | 307 | +632 | 2.91% | Q4 2025 | Jan 30, 2026 |
| WealthPoint Financial, LLC | History | New | 22,133 | 1,106 | 0.96% | — | 308 | +22,133 | New | Q4 2025 | Feb 19, 2026 |
| Valpey Financial Services, LLC | History | Added to | 22,008 | 1,100 | 0.7% | 0.67% | 309 | +1,938 | 9.66% | Q4 2025 | Mar 04, 2026 |
| Sachetta, LLC | History | Added to | 21,951 | 1,097 | 0.6% | 0.41% | 310 | +287 | 1.32% | Q4 2025 | Feb 02, 2026 |
| Compton Financial Group, LLC | History | Reduced | 21,871 | 1,093 | 0.25% | 0.33% | 311 | -4,937 | -18.42% | Q4 2025 | Feb 05, 2026 |
| Lido Advisors, LLC | History | Added to | 21,295 | 1,090 | 0.0% | 0.0% | 312 | +111 | 0.52% | Q4 2025 | Feb 10, 2026 |
| Comprehensive Money Management Services LLC | History | Reduced | 21,759 | 1,088 | 0.75% | 0.79% | 313 | -26 | -0.12% | Q4 2025 | Jan 22, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 21,739 | 1,087 | 0.25% | 0.22% | 314 | +2,965 | 15.79% | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | Added to | 21,590 | 1,079 | 0.02% | 0.02% | 315 | +7,505 | 53.28% | Q4 2025 | Feb 02, 2026 |
| Davis Wealth Advisors, LLC | History | New | 21,307 | 1,065 | 0.89% | — | 316 | +21,307 | New | Q4 2025 | Feb 17, 2026 |
| Center For Asset Management LLC | History | Added to | 20,950 | 1,047 | 0.55% | 0.38% | 317 | +6,997 | 50.15% | Q4 2025 | Jan 21, 2026 |
| CHOREO, LLC | History | Reduced | 20,469 | 1,025 | 0.01% | 0.01% | 318 | -2,003 | -8.91% | Q4 2025 | Jan 23, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | Added to | 20,437 | 1,022 | 0.56% | 0.58% | 319 | +440 | 2.2% | Q4 2025 | Feb 12, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 19,466 | 973 | 0.04% | 0.05% | 320 | +154 | 0.8% | Q4 2025 | Feb 17, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 19,440 | 972 | 0.31% | 0.26% | 321 | +4,260 | 28.06% | Q4 2025 | Feb 13, 2026 |
| Hexagon Capital Partners LLC | History | Added to | 19,370 | 968 | 0.18% | 0.19% | 322 | +819 | 4.41% | Q4 2025 | Feb 06, 2026 |
| REGIMEN WEALTH, LLC | History | Added to | 19,320 | 966 | 0.28% | 0.28% | 323 | +925 | 5.03% | Q4 2025 | Feb 09, 2026 |
| Note Advisors, LLC | History | Reduced | 18,735 | 939 | 0.48% | 0.63% | 324 | -2,026 | -9.76% | Q4 2025 | Feb 18, 2026 |
| Clearview Wealth Advisors LLC | History | Added to | 18,769 | 938 | 0.59% | 0.58% | 326 | +1,182 | 6.72% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 18,768 | 938 | 0.02% | 0.02% | 325 | +806 | 4.49% | Q4 2025 | Feb 09, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 18,546 | 927 | 0.0% | 0.0% | 327 | +4,349 | 30.63% | Q4 2025 | Feb 10, 2026 |
| Brookwood Investment Group LLC | History | Added to | 18,502 | 925 | 0.11% | 0.11% | 328 | +1,228 | 7.11% | Q4 2025 | Jan 22, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 18,490 | 924 | 0.03% | 0.04% | 329 | -1,569 | -7.82% | Q4 2025 | Feb 02, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 18,408 | 920 | 0.07% | 0.07% | 330 | +391 | 2.17% | Q4 2025 | Jan 09, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 18,299 | 915 | 0.01% | 0.01% | 331 | +1,142 | 6.66% | Q4 2025 | Feb 09, 2026 |
| BUSH INVESTMENT GROUP, LLC | History | Added to | 18,297 | 915 | 0.51% | 0.54% | 332 | +502 | 2.82% | Q4 2025 | Mar 05, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 18,130 | 906 | 0.13% | 0.11% | 333 | +4,188 | 30.04% | Q4 2025 | Feb 09, 2026 |
| COMERICA BANK | History | Added to | 18,096 | 904 | 0.0% | 0.0% | 334 | +1,428 | 8.57% | Q4 2025 | Jan 29, 2026 |
| Apollon Financial, LLC | History | Added to | 17,695 | 884 | 0.13% | 0.13% | 335 | +2,424 | 15.87% | Q4 2025 | Jan 22, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Added to | 17,556 | 877 | 0.44% | 0.44% | 336 | +251 | 1.45% | Q4 2025 | Jan 30, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | Reduced | 17,543 | 877 | 0.28% | 0.31% | 337 | -65 | -0.37% | Q4 2025 | Feb 02, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 17,500 | 875 | 0.05% | 0.05% | 338 | +811 | 4.86% | Q4 2025 | Feb 13, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Added to | 17,468 | 873 | 0.23% | 0.24% | 339 | +1,526 | 9.57% | Q4 2025 | Feb 13, 2026 |
| Waverly Advisors, LLC | History | Reduced | 17,435 | 871 | 0.01% | 0.01% | 340 | -400 | -2.24% | Q4 2025 | Feb 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 17,170 | 859 | 0.02% | 0.02% | 341 | +851 | 5.21% | Q4 2025 | Feb 12, 2026 |
| NWAM LLC | History | Reduced | 16,953 | 850 | 0.05% | 0.07% | 342 | -8,242 | -32.71% | Q4 2025 | Feb 04, 2026 |
| M Holdings Securities, Inc. | History | New | 16,887 | 845 | 0.06% | — | 343 | +16,887 | New | Q4 2025 | Feb 11, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Added to | 16,905 | 845 | 0.38% | 0.42% | 344 | +10 | 0.06% | Q4 2025 | Jan 26, 2026 |
| CoreCap Advisors, LLC | History | Added to | 16,892 | 844 | 0.03% | 0.02% | 345 | +3,727 | 28.31% | Q4 2025 | Jan 13, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 16,481 | 824 | 0.05% | 0.05% | 346 | -4,365 | -20.94% | Q4 2025 | Jan 30, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 16,496 | 824 | 0.07% | 0.06% | 347 | +3,005 | 22.27% | Q4 2025 | Jan 13, 2026 |
| Sowell Financial Services LLC | History | Added to | 16,429 | 821 | 0.03% | 0.03% | 348 | +286 | 1.77% | Q4 2025 | Jan 21, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 16,320 | 816 | 0.04% | — | 349 | +16,320 | New | Q4 2025 | Feb 12, 2026 |
| Belpointe Asset Management LLC | History | Added to | 16,246 | 812 | 0.03% | 0.02% | 350 | +6,346 | 64.1% | Q4 2025 | Jan 27, 2026 |
| CGN Advisors LLC | History | Added to | 15,974 | 798 | 0.06% | 0.07% | 351 | +108 | 0.68% | Q4 2025 | Jan 05, 2026 |
| BOS Asset Management, LLC | History | Added to | 15,903 | 795 | 0.21% | 0.23% | 352 | +49 | 0.31% | Q4 2025 | Jan 09, 2026 |
| Two West Capital Advisors LLC | History | Added to | 15,892 | 794 | 0.46% | 0.45% | 353 | +1,509 | 10.49% | Q4 2025 | Jan 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 15,852 | 792 | 0.01% | 0.0% | 354 | +11,247 | 244.23% | Q4 2025 | Feb 06, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 15,705 | 785 | 0.09% | 0.05% | 355 | +9,796 | 165.78% | Q4 2025 | Feb 13, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 15,580 | 779 | 0.22% | 0.22% | 356 | +389 | 2.56% | Q4 2025 | Feb 11, 2026 |
| Finley Financial, LLC | History | Reduced | 15,430 | 771 | 0.35% | 0.37% | 357 | -300 | -1.91% | Q4 2025 | Jan 21, 2026 |
| Physician Wealth Solutions Inc. | History | No change | 15,241 | 762 | 0.32% | 0.34% | 358 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Prospect Financial Group LLC | History | Added to | 14,970 | 748 | 0.7% | 0.74% | 359 | +153 | 1.03% | Q4 2025 | Feb 10, 2026 |
| Pinion Investment Advisors, LLC | History | Reduced | 14,840 | 742 | 0.18% | 0.24% | 360 | -1,953 | -11.63% | Q4 2025 | Jan 29, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 14,729 | 736 | 0.01% | 0.02% | 361 | -4,704 | -24.21% | Q4 2025 | Jan 28, 2026 |
| Empower Advisory Group, LLC | History | Added to | 14,674 | 733 | 0.0% | 0.0% | 362 | +6,817 | 86.76% | Q4 2025 | Feb 12, 2026 |
| Archer Investment Management, LLC | History | Added to | 14,539 | 727 | 0.39% | 0.32% | 363 | +4,468 | 44.37% | Q4 2025 | Jan 12, 2026 |
| Aspen Wealth Management LLC | History | Reduced | 14,266 | 713 | 0.15% | 0.16% | 364 | -87 | -0.61% | Q4 2025 | Jan 05, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 14,210 | 710 | 0.08% | 0.08% | 365 | +445 | 3.23% | Q4 2025 | Jan 28, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 14,070 | 703 | 0.05% | 0.05% | 366 | +333 | 2.42% | Q4 2025 | Jan 23, 2026 |
| RDA Financial Network | History | Added to | 14,045 | 702 | 0.17% | 0.17% | 367 | +271 | 1.97% | Q4 2025 | Jan 06, 2026 |
| Vested Financial Planning, LLC | History | Added to | 14,032 | 701 | 0.54% | 0.41% | 368 | +4,166 | 42.23% | Q4 2025 | Jan 23, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 14,001 | 700 | 0.21% | 0.22% | 369 | +183 | 1.32% | Q4 2025 | Jan 22, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 14,067 | 695 | 0.02% | 0.01% | 370 | +2,028 | 16.85% | Q4 2025 | Feb 11, 2026 |
| Burns Matteson Capital Management, LLC | History | Added to | 13,731 | 686 | 0.24% | 0.28% | 371 | +2 | 0.01% | Q4 2025 | Jan 15, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 13,499 | 675 | 0.14% | 0.15% | 372 | +738 | 5.78% | Q4 2025 | Jan 23, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 13,478 | 674 | 0.04% | 0.05% | 373 | -127 | -0.93% | Q4 2025 | Feb 06, 2026 |
| Aspect Partners, LLC | History | Reduced | 13,115 | 655 | 0.29% | 4.58% | 374 | -183,738 | -93.34% | Q4 2025 | Jan 23, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 12,949 | 647 | 0.41% | 0.44% | 375 | -48 | -0.37% | Q4 2025 | Jan 07, 2026 |
| Heartwood Wealth Advisors LLC | History | No change | 12,906 | 645 | 0.06% | 0.06% | 376 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Charles Schwab Trust Co | History | Added to | 12,869 | 643 | 0.04% | 0.04% | 377 | +109 | 0.85% | Q4 2025 | Jan 09, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 12,788 | 639 | 0.05% | 0.02% | 378 | +7,181 | 128.07% | Q4 2025 | Feb 04, 2026 |
| XY Planning Network, Inc. | History | New | 12,572 | 628 | 0.11% | — | 379 | +12,572 | New | Q4 2025 | Jan 26, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 12,473 | 623 | 0.02% | 0.02% | 380 | +640 | 5.41% | Q4 2025 | Feb 11, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 12,144 | 607 | 0.22% | 0.18% | 381 | +2,203 | 22.16% | Q4 2025 | Jan 22, 2026 |
| Hershey Financial Advisers, LLC | History | Added to | 11,994 | 599 | 0.51% | 0.5% | 382 | +520 | 4.53% | Q4 2025 | Feb 18, 2026 |
| Financial Planning Navigators CORP | History | New | 11,872 | 593 | 0.27% | — | 383 | +11,872 | New | Q4 2025 | Jan 16, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 11,820 | 591 | 0.05% | 0.04% | 384 | +1,876 | 18.87% | Q4 2025 | Jan 27, 2026 |
| Indivisible Partners | History | New | 11,690 | 584 | 0.06% | — | 385 | +11,690 | New | Q4 2025 | Feb 03, 2026 |
| Spire Wealth Management | History | Added to | 11,647 | 582 | 0.02% | 0.01% | 386 | +3,494 | 42.86% | Q4 2025 | Jan 14, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 11,574 | 578 | 0.07% | 0.08% | 387 | +487 | 4.39% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 11,545 | 577 | 0.0% | 0.0% | 388 | +4,389 | 61.33% | Q4 2025 | Feb 17, 2026 |
| Hobbs Wealth Management, LLC | History | Added to | 11,487 | 574 | 0.56% | 0.43% | 389 | +1,492 | 14.93% | Q4 2025 | Jan 29, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 11,457 | 572 | 0.08% | 0.09% | 390 | +404 | 3.66% | Q4 2025 | Feb 03, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 11,370 | 568 | 0.0% | 0.01% | 391 | -398,117 | -97.22% | Q4 2025 | Feb 11, 2026 |
| Synergy Investment Management, LLC | History | Added to | 11,200 | 560 | 0.2% | 0.19% | 392 | +1,295 | 13.07% | Q4 2025 | Feb 06, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 11,185 | 559 | 0.05% | 0.05% | 393 | +75 | 0.68% | Q4 2025 | Jan 26, 2026 |
| Strategic Investment Advisors / MI | History | Reduced | 11,151 | 557 | 0.05% | 0.05% | 394 | -536,625 | -97.96% | Q4 2025 | Feb 17, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Reduced | 11,099 | 555 | 0.26% | 0.3% | 395 | -385 | -3.35% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 11,081 | 554 | 0.0% | 0.0% | 396 | +10,681 | 2670.25% | Q4 2025 | Feb 12, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Reduced | 11,091 | 554 | 0.2% | 0.26% | 397 | -578 | -4.95% | Q4 2025 | Feb 12, 2026 |
| Concorde Asset Management, LLC | History | Added to | 11,067 | 553 | 0.22% | 0.2% | 398 | +1,621 | 17.16% | Q4 2025 | Feb 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 11,026 | 552 | 0.04% | 0.04% | 399 | +163 | 1.5% | Q4 2025 | Jan 15, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Reduced | 10,825 | 541 | 0.3% | 0.33% | 400 | -346 | -3.1% | Q4 2025 | Jan 21, 2026 |
| Upper Left Wealth Management, LLC | History | Added to | 10,787 | 539 | 0.33% | 0.34% | 401 | +173 | 1.63% | Q4 2025 | Jan 22, 2026 |
| Tarbox Family Office, Inc. | History | Added to | 10,731 | 536 | 0.09% | 0.08% | 402 | +112 | 1.05% | Q4 2025 | Jan 21, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 10,548 | 527 | 0.12% | 0.19% | 403 | -5,367 | -33.72% | Q4 2025 | Jan 16, 2026 |
| Sigma Planning Corp | History | Added to | 10,474 | 523 | 0.01% | 0.01% | 404 | +546 | 5.5% | Q4 2025 | Jan 30, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 10,219 | 511 | 0.09% | 0.1% | 405 | -21 | -0.21% | Q4 2025 | Jan 07, 2026 |
| Clark Asset Management, LLC | History | Reduced | 9,943 | 497 | 0.05% | 0.07% | 406 | -1,660 | -14.31% | Q4 2025 | Jan 27, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 9,885 | 494 | 0.31% | 0.24% | 407 | +3,132 | 46.38% | Q4 2025 | Jan 29, 2026 |
| WealthTrak Capital Management LLC | History | Added to | 9,864 | 493 | 0.35% | 0.38% | 408 | +765 | 8.41% | Q4 2025 | Feb 10, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | New | 9,688 | 484 | 0.42% | — | 410 | +9,688 | New | Q4 2025 | Feb 05, 2026 |
| MSH Capital Advisors LLC | History | Added to | 9,683 | 484 | 0.1% | 0.1% | 411 | +2,645 | 37.58% | Q4 2025 | Feb 09, 2026 |
| Aspire Private Capital, LLC | History | Added to | 9,684 | 484 | 0.11% | 0.1% | 409 | +554 | 6.07% | Q4 2025 | Jan 16, 2026 |
| Larson Financial Group LLC | History | Reduced | 9,618 | 480 | 0.02% | 0.02% | 412 | -1,085 | -10.14% | Q4 2025 | Feb 06, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 9,406 | 470 | 0.24% | 0.23% | 413 | +233 | 2.54% | Q4 2025 | Feb 12, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 9,309 | 465 | 0.07% | 0.08% | 414 | -591 | -5.97% | Q4 2025 | Jan 27, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | No change | 9,277 | 463 | 0.1% | 0.16% | 415 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Legacy Wealth Partners, LLC | History | New | 9,060 | 453 | 0.12% | — | 416 | +9,060 | New | Q4 2025 | Feb 17, 2026 |
| RHS Financial, LLC | History | New | 9,026 | 451 | 0.22% | — | 418 | +9,026 | New | Q4 2025 | Jan 16, 2026 |
| Bigelow Investment Advisors, LLC | History | Reduced | 9,026 | 451 | 0.18% | 0.21% | 417 | -970 | -9.7% | Q4 2025 | Jan 28, 2026 |
| Amicus Financial Advisors, LLC | History | New | 8,919 | 446 | 0.12% | — | 420 | +8,919 | New | Q4 2025 | Mar 02, 2026 |
| Keebeck Wealth Management | History | Added to | 8,924 | 446 | 0.05% | 0.04% | 419 | +1,558 | 21.15% | Q4 2025 | Feb 17, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 8,875 | 443 | 0.03% | 0.04% | 421 | -3,015 | -25.36% | Q4 2025 | Jan 23, 2026 |
| DAVENPORT & Co LLC | History | Added to | 8,822 | 441 | 0.0% | 0.0% | 422 | +721 | 8.9% | Q4 2025 | Jan 12, 2026 |
| VestGen Advisors, LLC | History | New | 8,801 | 440 | 0.02% | — | 423 | +8,801 | New | Q4 2025 | Feb 17, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 8,691 | 434 | 0.15% | 0.14% | 424 | -212 | -2.38% | Q4 2025 | Jan 13, 2026 |
| Retirement Investment Advisors, Inc. | History | Reduced | 8,672 | 433 | 0.03% | 0.04% | 425 | -97 | -1.11% | Q4 2025 | Jan 21, 2026 |
| OMNI 360 Wealth, Inc. | History | New | 8,604 | 432 | 0.22% | — | 427 | +8,604 | New | Q4 2025 | Jan 29, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 8,645 | 432 | 0.07% | 0.05% | 426 | +3,155 | 57.47% | Q4 2025 | Feb 11, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 8,401 | 420 | 0.03% | 0.17% | 428 | -29,448 | -77.8% | Q4 2025 | Feb 02, 2026 |
| Sensenig Capital Advisors, Inc | History | New | 8,374 | 418 | 0.42% | — | 429 | +8,374 | New | Q4 2025 | Jan 21, 2026 |
| Arkadios Wealth Advisors | History | Added to | 8,332 | 416 | 0.01% | 0.01% | 430 | +1,871 | 28.96% | Q4 2025 | Feb 13, 2026 |
| Catalina Capital Group, LLC | History | Added to | 8,272 | 413 | 0.25% | 0.23% | 431 | +740 | 9.82% | Q4 2025 | Jan 16, 2026 |
| Richmond Investment Services, LLC | History | Added to | 8,140 | 407 | 0.07% | 0.07% | 433 | +721 | 9.72% | Q4 2025 | Feb 12, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 8,155 | 407 | 0.01% | 0.01% | 432 | +94 | 1.17% | Q4 2025 | Jan 16, 2026 |
| UNIVEST FINANCIAL Corp | History | New | 8,093 | 404 | 0.02% | — | 434 | +8,093 | New | Q4 2025 | Feb 04, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 8,096 | 404 | 0.02% | 0.03% | 435 | -437 | -5.12% | Q4 2025 | Jan 20, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 7,982 | 399 | 0.12% | 0.11% | 436 | -430 | -5.11% | Q4 2025 | Feb 06, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 7,973 | 398 | 0.05% | 0.04% | 437 | +585 | 7.92% | Q4 2025 | Jan 02, 2026 |
| Trivium Point Advisory, LLC | History | New | 7,907 | 395 | 0.04% | — | 438 | +7,907 | New | Q4 2025 | Jan 26, 2026 |
| Cardinal Strategic Wealth Guidance | History | Reduced | 7,849 | 392 | 0.1% | 1.06% | 439 | -69,175 | -89.81% | Q4 2025 | Jan 27, 2026 |
| ORG Partners LLC | History | Added to | 7,719 | 385 | 0.07% | 0.07% | 440 | +778 | 11.21% | Q4 2025 | Jan 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 7,625 | 381 | 0.01% | 0.02% | 441 | -35 | -0.46% | Q4 2025 | Feb 06, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 7,535 | 376 | 0.14% | 0.16% | 442 | -767 | -9.24% | Q4 2025 | Feb 10, 2026 |
| Carter Financial Group, INC. | History | Added to | 7,460 | 373 | 0.22% | 0.23% | 443 | +45 | 0.61% | Q4 2025 | Feb 13, 2026 |
| VestGen Investment Management | History | Reduced | 7,421 | 371 | 0.21% | 0.24% | 444 | -288 | -3.74% | Q4 2025 | Feb 18, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 7,402 | 370 | 0.0% | 0.0% | 445 | +2,710 | 57.76% | Q4 2025 | Feb 17, 2026 |
| Sharper & Granite LLC | History | No change | 7,400 | 370 | 0.13% | 0.14% | 446 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 7,387 | 369 | 0.03% | 0.02% | 447 | +3,712 | 101.01% | Q4 2025 | Feb 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 7,353 | 367 | 0.01% | 0.01% | 448 | +1,475 | 25.09% | Q4 2025 | Feb 06, 2026 |
| Blue Barn Wealth, LLC | History | Reduced | 7,277 | 363 | 0.53% | 1.2% | 449 | -46,050 | -86.35% | Q4 2025 | Feb 10, 2026 |
| W ADVISORS, LLC | History | Added to | 7,199 | 360 | 0.18% | 0.19% | 450 | +22 | 0.31% | Q4 2025 | Feb 13, 2026 |
| Emergent Wealth Advisors, LLC | History | Added to | 7,176 | 358 | 0.2% | 0.12% | 451 | +3,209 | 80.89% | Q4 2025 | Jan 14, 2026 |
| Avantra Family Wealth, Inc. | History | Added to | 7,115 | 355 | 0.26% | 0.27% | 452 | +74 | 1.05% | Q4 2025 | Jan 21, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 7,085 | 354 | 0.11% | 0.22% | 453 | +2,683 | 60.95% | Q4 2025 | Feb 17, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 6,997 | 349 | 0.03% | 0.03% | 454 | -52 | -0.74% | Q4 2025 | Feb 10, 2026 |
| Parkway Wealth Management Group, LLC | History | New | 6,941 | 347 | 0.05% | — | 456 | +6,941 | New | Q4 2025 | Feb 10, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 6,942 | 347 | 0.02% | 0.02% | 455 | -760 | -9.87% | Q4 2025 | Mar 04, 2026 |
| Global Financial Private Client, LLC | History | Reduced | 6,922 | 346 | 0.12% | 0.13% | 457 | -45 | -0.65% | Q4 2025 | Jan 27, 2026 |
| UMB Bank, n.a. | History | No change | 6,734 | 336 | 0.0% | 0.01% | 458 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 6,641 | 332 | 0.03% | 0.03% | 459 | -126 | -1.86% | Q4 2025 | Feb 10, 2026 |
| Krilogy Financial LLC | History | Added to | 6,489 | 325 | 0.01% | 0.01% | 460 | +168 | 2.66% | Q4 2025 | Jan 27, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 6,427 | 321 | 0.09% | 0.13% | 461 | +486 | 8.18% | Q4 2025 | Feb 09, 2026 |
| FMR LLC | History | Reduced | 6,391 | 319 | 0.0% | 0.0% | 462 | -610 | -8.71% | Q4 2025 | Feb 17, 2026 |
| Cascade Financial Partners, LLC | History | No change | 6,339 | 317 | 0.03% | 0.04% | 463 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| W.H. Cornerstone Investments Inc. | History | No change | 6,318 | 315 | 0.19% | 0.2% | 464 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Parallel Advisors, LLC | History | Reduced | 6,286 | 314 | 0.01% | 0.01% | 465 | -8 | -0.13% | Q4 2025 | Feb 11, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 6,259 | 313 | 0.09% | 0.07% | 466 | -149 | -2.33% | Q4 2025 | Jan 12, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | New | 6,088 | 304 | 0.26% | — | 467 | +6,088 | New | Q4 2025 | Feb 13, 2026 |
| BDFS Capital LLC | History | New | 6,061 | 303 | 0.15% | — | 468 | +6,061 | New | Q4 2025 | Feb 26, 2026 |
| GARRISON POINT ADVISORS, LLC | History | Reduced | 6,050 | 302 | 0.13% | 0.13% | 469 | -100 | -1.63% | Q4 2025 | Feb 13, 2026 |
| Markin Asset Management, LP | History | New | 6,028 | 301 | 0.33% | — | 470 | +6,028 | New | Q4 2025 | Feb 13, 2026 |
| Financial Architects, LLC | History | New | 6,005 | 300 | 0.16% | — | 471 | +6,005 | New | Q4 2025 | Jan 21, 2026 |
| Braun-Bostich & Associates Inc. | History | Added to | 5,961 | 298 | 0.18% | 0.15% | 472 | +1,247 | 26.45% | Q4 2025 | Jan 14, 2026 |
| RBA Wealth Management, LLC | History | Added to | 5,916 | 295 | 0.1% | 0.1% | 473 | +246 | 4.34% | Q4 2025 | Jan 26, 2026 |
| Level Financial Advisors | History | Added to | 5,700 | 285 | 0.08% | 0.08% | 474 | +34 | 0.6% | Q4 2025 | Jan 26, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 5,626 | 282 | 0.19% | 0.28% | 475 | -1,921 | -25.45% | Q4 2025 | Feb 11, 2026 |
| BLALOCK WILLIAMS, LLC | History | Added to | 5,647 | 282 | 0.23% | 0.23% | 476 | +626 | 12.47% | Q4 2025 | Feb 02, 2026 |
| Saxony Capital Management, LLC | History | New | 5,585 | 279 | 0.17% | — | 477 | +5,585 | New | Q4 2025 | Jan 15, 2026 |
| ASL Financial, LLC | History | New | 5,498 | 274 | 0.22% | — | 478 | +5,498 | New | Q4 2025 | Jan 20, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 5,320 | 266 | 0.12% | 0.11% | 479 | +590 | 12.47% | Q4 2025 | Feb 17, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | New | 5,292 | 264 | 0.12% | — | 480 | +5,292 | New | Q4 2025 | Feb 10, 2026 |
| Latitude Advisors, LLC | History | New | 5,257 | 262 | 0.12% | — | 481 | +5,257 | New | Q4 2025 | Jan 27, 2026 |
| ONE Advisory Partners, LLC | History | Added to | 5,219 | 261 | 0.08% | 0.08% | 482 | +8 | 0.15% | Q4 2025 | Jan 12, 2026 |
| Composition Wealth, LLC | History | Added to | 5,191 | 259 | 0.0% | 0.0% | 483 | +627 | 13.74% | Q4 2025 | Feb 02, 2026 |
| Fulcrum Equity Management | History | Reduced | 5,193 | 259 | 0.25% | 0.28% | 484 | -117 | -2.2% | Q4 2025 | Jan 06, 2026 |
| Western Wealth Management, LLC | History | Added to | 5,168 | 258 | 0.01% | 0.01% | 485 | +1,234 | 31.37% | Q4 2025 | Feb 05, 2026 |
| Blue Capital, Inc. | History | Added to | 5,110 | 255 | 0.18% | 0.19% | 486 | +160 | 3.23% | Q4 2025 | Feb 23, 2026 |
| WealthNavi Inc. | History | Added to | 5,046,330 | 252 | 2.23% | 2.07% | 487 | +690,992 | 15.87% | Q4 2025 | Jan 15, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 5,023 | 251 | 0.07% | 0.1% | 489 | -1,784 | -26.21% | Q4 2025 | Feb 06, 2026 |
| Regent Peak Wealth Advisors LLC | History | No change | 5,033 | 251 | 0.05% | 0.05% | 488 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Vantus Wealth LLC | History | New | 4,899 | 244 | 0.18% | — | 490 | +4,899 | New | Q4 2025 | Feb 10, 2026 |
| Stirlingshire Investments, Inc. | History | New | 4,853 | 242 | 0.21% | — | 491 | +4,853 | New | Q4 2025 | Feb 11, 2026 |
| Family Investment Center, Inc. | History | Reduced | 4,794 | 239 | 0.05% | 0.05% | 492 | -4 | -0.08% | Q4 2025 | Jan 23, 2026 |
| Brucke Financial, Inc. | History | New | 4,766 | 238 | 0.13% | — | 493 | +4,766 | New | Q4 2025 | Jan 12, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | New | 4,756 | 237 | 0.22% | — | 496 | +4,756 | New | Q4 2025 | Jan 27, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 4,754 | 237 | 0.08% | 0.1% | 495 | -169 | -3.43% | Q4 2025 | Jan 08, 2026 |
| Bright Futures Wealth Management, LLC. | History | Reduced | 4,745 | 237 | 0.18% | 0.19% | 494 | -87 | -1.8% | Q4 2025 | Feb 05, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | New | 4,726 | 236 | 0.01% | — | 498 | +4,726 | New | Q4 2025 | Jan 14, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 4,719 | 236 | 0.01% | 0.01% | 497 | +1,257 | 36.31% | Q4 2025 | Jan 20, 2026 |
| Avant Financial Advisors LLC | History | New | 4,679 | 233 | 0.17% | — | 500 | +4,679 | New | Q4 2025 | Jan 15, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 4,670 | 233 | 0.01% | 0.02% | 499 | -935 | -16.68% | Q4 2025 | Feb 04, 2026 |
| Stewardship Advisors, LLC | History | Added to | 4,617 | 230 | 0.05% | 0.05% | 501 | +143 | 3.2% | Q4 2025 | Jan 15, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 4,587 | 229 | 0.0% | 0.0% | 502 | +22 | 0.48% | Q4 2025 | Feb 02, 2026 |
| FOCUSED ALPHA, LLC | History | New | 4,537 | 226 | 0.07% | — | 503 | +4,537 | New | Q4 2025 | Feb 13, 2026 |
| MCF Advisors LLC | History | Added to | 4,487 | 224 | 0.01% | 0.01% | 504 | +134 | 3.08% | Q4 2025 | Feb 11, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 4,430 | 221 | 0.01% | 0.0% | 506 | +4,371 | 7408.47% | Q4 2025 | Feb 09, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 4,429 | 221 | 0.01% | 0.01% | 505 | -2,666 | -37.58% | Q4 2025 | Feb 05, 2026 |
| Western Financial Corp/CA | History | Reduced | 4,382 | 219 | 0.09% | 0.1% | 507 | -179 | -3.92% | Q4 2025 | Jan 21, 2026 |
| Argent Trust Co | History | New | 4,303 | 215 | 0.01% | — | 508 | +4,303 | New | Q4 2025 | Feb 10, 2026 |
| Yukon Wealth Management, Inc. | History | New | 4,204 | 210 | 0.12% | — | 509 | +4,204 | New | Q4 2025 | Feb 10, 2026 |
| Cooper Financial Group | History | New | 4,178 | 208 | 0.02% | — | 510 | +4,178 | New | Q4 2025 | Jan 08, 2026 |
| GWN SECURITIES INC. | History | New | 4,158 | 207 | 0.04% | — | 512 | +4,158 | New | Q4 2025 | Feb 11, 2026 |
| Patrick Mauro Investment Advisor, INC. | History | New | 4,155 | 207 | 0.11% | — | 513 | +4,155 | New | Q4 2025 | Feb 10, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Reduced | 4,152 | 207 | 0.05% | 0.08% | 511 | -1,537 | -27.02% | Q4 2025 | Jan 23, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 4,102 | 205 | 0.0% | 0.0% | 514 | +2 | 0.05% | Q4 2025 | Feb 09, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 3,993 | 200 | 0.01% | 0.01% | 515 | -16 | -0.4% | Q4 2025 | Jan 21, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 3,175 | 158 | 0.06% | 0.06% | 516 | +234 | 7.96% | Q4 2025 | Jan 21, 2026 |
| AlphaCore Capital LLC | History | Added to | 3,151 | 157 | 0.0% | 0.01% | 517 | +178 | 5.99% | Q4 2025 | Feb 05, 2026 |
| North Star Investment Management Corp. | History | New | 2,905 | 145 | 0.01% | — | 518 | +2,905 | New | Q4 2025 | Jan 30, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 2,693 | 134 | 0.01% | — | 519 | +2,693 | New | Q4 2025 | Jan 21, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 2,363 | 118 | 0.05% | 0.05% | 520 | +255 | 12.1% | Q4 2025 | Jan 12, 2026 |
| MAI Capital Management | History | No change | 2,341 | 117 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | New | 2,013 | 100 | 0.0% | — | 522 | +2,013 | New | Q4 2025 | Feb 11, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 1,998 | 99 | 0.01% | 0.01% | 523 | +59 | 3.04% | Q4 2025 | Jan 22, 2026 |
| Hanson & Doremus Investment Management | History | No change | 1,917 | 96 | 0.01% | 0.01% | 524 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 1,773 | 88 | 0.0% | 0.0% | 525 | +1,545 | 677.63% | Q4 2025 | Feb 17, 2026 |
| New Republic Capital, LLC | History | Added to | 1,733 | 86 | 0.02% | 0.03% | 527 | +38 | 2.24% | Q4 2025 | Feb 10, 2026 |
| CITIGROUP INC | History | No change | 1,735 | 86 | 0.0% | 0.0% | 526 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 1,500 | 75 | 0.01% | 0.0% | 528 | +613 | 69.11% | Q4 2025 | Feb 13, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 1,482 | 74 | 0.07% | — | 529 | +1,482 | New | Q4 2025 | Feb 12, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 1,467 | 73 | 0.0% | 0.0% | 530 | +1,049 | 250.96% | Q4 2025 | Feb 03, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 1,336 | 66 | 0.01% | 0.01% | 531 | +4 | 0.3% | Q4 2025 | Jan 20, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 1,298 | 64 | 0.01% | — | 532 | +1,298 | New | Q4 2025 | Jan 30, 2026 |
| Fairway Wealth LLC | History | No change | 1,270 | 63 | 0.02% | 0.02% | 533 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| NBC SECURITIES, INC. | History | No change | 1,253 | 62 | 0.0% | 0.0% | 534 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 984 | 49 | 0.0% | 0.0% | 535 | -660 | -40.15% | Q4 2025 | Feb 06, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 956 | 47 | 0.02% | 0.02% | 536 | -268 | -21.9% | Q4 2025 | Feb 18, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 939 | 46 | 0.02% | — | 537 | +939 | New | Q4 2025 | Feb 11, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 931 | 46 | 0.04% | — | 538 | +931 | New | Q4 2025 | Mar 05, 2026 |
| OPTIMA CAPITAL LLC | History | New | 855 | 42 | 0.02% | — | 539 | +855 | New | Q4 2025 | Jan 23, 2026 |
| Kopp Family Office, LLC | History | No change | 839 | 41 | 0.03% | 0.03% | 540 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Y.D. More Investments Ltd | History | No change | 800 | 40 | 0.0% | 0.0% | 541 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 792 | 39 | 0.0% | — | 542 | +792 | New | Q4 2025 | Feb 03, 2026 |
| TFC Financial Management, Inc. | History | Added to | 711 | 35 | 0.0% | 0.0% | 543 | +121 | 20.51% | Q4 2025 | Jan 23, 2026 |
| GLENMEDE TRUST CO NA | History | New | 652 | 32 | 0.0% | — | 544 | +652 | New | Q4 2025 | Feb 17, 2026 |
| Caitlin John, LLC | History | Reduced | 648 | 32 | 0.02% | 0.03% | 545 | -333 | -33.94% | Q4 2025 | Feb 18, 2026 |
| Pacific Center for Financial Services | History | No change | 568 | 29 | 0.01% | 0.01% | 546 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Archer Investment Corp | History | No change | 590 | 29 | 0.01% | 0.01% | 547 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 547 | 27 | 0.01% | 0.02% | 548 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Signature Equity Partners, LLC | History | New | 516 | 25 | 0.01% | — | 550 | +516 | New | Q4 2025 | Feb 17, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 509 | 25 | 0.02% | — | 549 | +509 | New | Q4 2025 | Feb 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 490 | 24 | 0.0% | — | 551 | +490 | New | Q4 2025 | Feb 10, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 495 | 24 | 0.0% | 0.0% | 553 | +388 | 362.62% | Q4 2025 | Jan 28, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 481 | 24 | 0.0% | 0.0% | 552 | +225 | 87.89% | Q4 2025 | Feb 12, 2026 |
| Strive Financial Group ,LLC | History | New | 471 | 23 | 0.01% | — | 554 | +471 | New | Q4 2025 | Feb 18, 2026 |
| SHP Wealth Management | History | New | 417 | 20 | 0.0% | — | 556 | +417 | New | Q4 2025 | Mar 04, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 415 | 20 | 0.0% | 0.0% | 555 | -129 | -23.71% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | New | 385 | 19 | 0.0% | — | 557 | +385 | New | Q4 2025 | Feb 13, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 327 | 16 | 0.01% | 0.01% | 558 | -4 | -1.21% | Q4 2025 | Jan 22, 2026 |
| Rossby Financial, LCC | History | Added to | 303 | 15 | 0.0% | 0.0% | 559 | +7 | 2.36% | Q4 2025 | Feb 12, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 287 | 14 | 0.01% | 0.01% | 560 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 273 | 13 | 0.0% | — | 561 | +273 | New | Q4 2025 | Feb 05, 2026 |
| Investors Research Corp | History | Added to | 262 | 13 | 0.0% | 0.0% | 563 | +131 | 100.0% | Q4 2025 | Jan 06, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 271 | 13 | 0.0% | 0.0% | 562 | +9 | 3.44% | Q4 2025 | Jan 07, 2026 |
| Key Capital Management, INC | History | New | 230 | 11 | 0.01% | — | 565 | +230 | New | Q4 2025 | Jan 26, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 230 | 11 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Nemes Rush Group LLC | History | New | 212 | 10 | 0.0% | — | 569 | +212 | New | Q4 2025 | Feb 11, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 204 | 10 | 0.0% | — | 567 | +204 | New | Q4 2025 | Feb 06, 2026 |
| Financial Connections Group, Inc. | History | Added to | 202 | 10 | 0.0% | 0.0% | 568 | +6 | 3.06% | Q4 2025 | Jan 23, 2026 |
| Providence Capital Advisors, LLC | History | No change | 217 | 10 | 0.0% | 0.0% | 566 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Hurley Capital, LLC | History | New | 194 | 9 | 0.01% | — | 570 | +194 | New | Q4 2025 | Feb 17, 2026 |
| REAP Financial Group, LLC | History | New | 185 | 9 | 0.0% | — | 572 | +185 | New | Q4 2025 | Feb 10, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 199 | 9 | 0.0% | 0.0% | 571 | +21 | 11.8% | Q4 2025 | Feb 13, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 193 | 9 | 0.01% | 0.01% | 573 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BLUELINE ADVISORS LLC | History | New | 178 | 8 | 0.01% | — | 574 | +178 | New | Q4 2025 | Feb 10, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 156 | 7 | 0.0% | — | 575 | +156 | New | Q4 2025 | Jan 21, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 152 | 7 | 0.0% | — | 576 | +152 | New | Q4 2025 | Feb 05, 2026 |
| TOMPKINS FINANCIAL CORP | History | New | 134 | 6 | 0.0% | — | 578 | +134 | New | Q4 2025 | Jan 08, 2026 |
| Quent Capital, LLC | History | New | 133 | 6 | 0.0% | — | 579 | +133 | New | Q4 2025 | Jan 29, 2026 |
| Decker Retirement Planning Inc. | History | New | 122 | 6 | 0.0% | — | 580 | +122 | New | Q4 2025 | Jan 26, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 136 | 6 | 0.0% | 0.0% | 577 | -17 | -11.11% | Q4 2025 | Feb 02, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 122 | 6 | 0.0% | 0.0% | 581 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 115 | 5 | 0.0% | 0.0% | 582 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Bogart Wealth, LLC | History | No change | 109 | 5 | 0.0% | 0.0% | 583 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Founders Financial Alliance, LLC | History | No change | 80 | 4 | 0.0% | 0.0% | 584 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 66 | 3 | 0.0% | 0.0% | 586 | +2 | 3.13% | Q4 2025 | Jan 20, 2026 |
| CNB Bank | History | No change | 64 | 3 | 0.0% | 0.0% | 585 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MASECO LLP | History | No change | 65 | 3 | 0.0% | 0.0% | 587 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 40 | 2 | 0.0% | — | 594 | +40 | New | Q4 2025 | Feb 11, 2026 |
| Team Financial Group, LLC | History | Added to | 48 | 2 | 0.0% | 0.0% | 592 | +1 | 2.13% | Q4 2025 | Jan 13, 2026 |
| EASTERN BANK | History | No change | 54 | 2 | 0.0% | 0.0% | 588 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 55 | 2 | 0.0% | 0.0% | 589 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Versant Capital Management, Inc | History | No change | 48 | 2 | 0.0% | 0.0% | 590 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 53 | 2 | 0.0% | 0.0% | 591 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 47 | 2 | 0.0% | 0.0% | 593 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Ancora Advisors LLC | History | New | 36 | 1 | 0.0% | — | 595 | +36 | New | Q4 2025 | Feb 17, 2026 |
| Center for Financial Planning, Inc. | History | New | 30 | 1 | 0.0% | — | 597 | +30 | New | Q4 2025 | Feb 05, 2026 |
| Operose Advisors LLC | History | New | 29 | 1 | 0.0% | — | 598 | +29 | New | Q4 2025 | Feb 10, 2026 |
| Quaker Wealth Management, LLC | History | New | 25 | 1 | 0.0% | — | 596 | +25 | New | Q4 2025 | Jan 28, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 33 | 1 | 0.0% | 0.0% | 599 | +1 | 3.13% | Q4 2025 | Feb 09, 2026 |
| Clark Wealth Partners | History | No change | 28 | 1 | 0.0% | 0.0% | 600 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Silphium Asset Management Ltd | History | Closed out | 0 | 0 | — | 7.12% | — | -470,000 | -100.0% | Q3 2025 | Nov 04, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -240,002 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Marex Group plc | History | Closed out | 0 | 0 | — | 0.06% | — | -156,400 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -79,193 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Russell Investments Group, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -67,558 | -100.0% | Q3 2025 | Nov 13, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -55,886 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ASHTON THOMAS SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -44,084 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -27,048 | -100.0% | Q3 2025 | Nov 13, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -24,671 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Total Wealth Planning, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -23,040 | -100.0% | Q3 2025 | Oct 17, 2025 |
| TOWNSQUARE CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -21,973 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Stanich Group LLC | History | Closed out | 0 | 0 | — | 0.57% | — | -18,243 | -100.0% | Q3 2025 | Oct 15, 2025 |
| KICKSTAND VENTURES, LLC. | History | Closed out | 0 | 0 | — | 0.18% | — | -15,652 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -13,942 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -13,585 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Fisher Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,165 | -100.0% | Q3 2025 | Nov 12, 2025 |
| LGT Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.66% | — | -5,955 | -100.0% | Q3 2025 | Nov 17, 2025 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,051 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BURKE & HERBERT BANK & TRUST CO | History | Closed out | 0 | 0 | — | 0.06% | — | -5,000 | -100.0% | Q3 2025 | Nov 07, 2025 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,588 | -100.0% | Q3 2025 | Oct 23, 2025 |
| PFG Investments, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,495 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Charter Oak Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,325 | -100.0% | Q3 2025 | Oct 30, 2025 |
| WEDBUSH SECURITIES INC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,084 | -100.0% | Q3 2025 | Nov 06, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -4,002 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Diversified Enterprises, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,916 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,977 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,858 | -100.0% | Q3 2025 | Oct 15, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -869 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Running Point Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -415 | -100.0% | Q3 2025 | Oct 28, 2025 |
| FAS Wealth Partners, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -358 | -100.0% | Q3 2025 | Oct 29, 2025 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -337 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Root Financial Partners, LLC | History | Reduced | 11 | 0 | — | 0.0% | — | -311 | -96.58% | Q4 2025 | Feb 10, 2026 |
| Rice Partnership, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -229 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Rialto Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -208 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Bangor Savings Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -205 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Crewe Advisors LLC | History | Reduced | 19 | 0 | — | 0.0% | — | -196 | -91.16% | Q4 2025 | Jan 16, 2026 |
| United Financial Planning Group LLC | History | Reduced | 11 | 0 | — | 0.01% | — | -183 | -94.33% | Q4 2025 | Feb 11, 2026 |
| Avion Wealth | History | Reduced | 8 | 0 | — | 0.0% | — | -131 | -94.24% | Q4 2025 | Jan 23, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -104 | -100.0% | Q3 2025 | Nov 04, 2025 |
| WHITTIER TRUST CO | History | Closed out | 0 | 0 | — | 0.0% | — | -79 | -100.0% | Q3 2025 | Oct 31, 2025 |
| TRUST CO OF VERMONT | History | Closed out | 0 | 0 | — | 0.0% | — | -78 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -59 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -46 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Reyes Financial Architecture, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BARRETT & COMPANY, INC. | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Jan 28, 2026 |
| Key FInancial Inc | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 09, 2026 |
| Financial Life Planners | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Stephens Consulting, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Jan 13, 2026 |
| Imprint Wealth LLC | History | Reduced | 6 | 0 | — | — | — | -6 | -50.0% | Q4 2025 | Feb 17, 2026 |
| Longview Financial Advisors LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Jan 14, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Oct 17, 2025 |
| North Ridge Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Oct 29, 2025 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 6 | 0 | — | — | — | -1 | -14.29% | Q4 2025 | Jan 20, 2026 |
| SIGNATUREFD, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 20, 2026 |
| Beaird Harris Wealth Management, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 23, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CHELSEA COUNSEL CO | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Anfield Capital Management, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Strategic Advocates LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Copia Wealth Management | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |