iSHARES TRUST - IBDR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 8 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 9,766,906 | 236,652 | 0.02% | 0.02% | 1 | +541,582 | 5.87% | Q4 2025 | Feb 17, 2026 |
| HM PAYSON & CO | History | Added to | 4,283,152 | 103,780 | 1.46% | 1.24% | 2 | +723,189 | 20.31% | Q4 2025 | Feb 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 4,136,377 | 100,261 | 0.15% | 0.15% | 3 | +555,719 | 15.52% | Q4 2025 | Feb 18, 2026 |
| LPL Financial LLC | History | Added to | 4,047,513 | 98,071 | 0.03% | 0.02% | 4 | +634,858 | 18.6% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 3,878,527 | 93,976 | 0.01% | 0.01% | 5 | +170,157 | 4.59% | Q4 2025 | Feb 13, 2026 |
| Align Financial, LLC | History | New | 88,343 | 88,343 | 0.05% | — | 6 | +88,343 | New | Q4 2025 | Feb 17, 2026 |
| Lido Advisors, LLC | History | Reduced | 3,578,482 | 86,954 | 0.26% | 0.27% | 7 | -14,351 | -0.4% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,240,308 | 78,512 | 0.02% | 0.02% | 8 | +550,268 | 20.46% | Q4 2025 | Feb 18, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 2,917,315 | 70,686 | 0.13% | 0.07% | 9 | +1,418,828 | 94.68% | Q4 2025 | Feb 17, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 2,013,302 | 48,782 | 3.27% | 3.01% | 10 | +210,605 | 11.68% | Q4 2025 | Jan 08, 2026 |
| Sarver Vrooman Wealth Advisors | History | Added to | 1,854,991 | 44,946 | 25.63% | 27.62% | 11 | +86,608 | 4.9% | Q4 2025 | Feb 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,486,976 | 36,029 | 0.01% | 0.01% | 12 | +30,076 | 2.06% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,485,934 | 36,004 | 0.01% | — | 13 | +1,485,934 | New | Q4 2025 | Feb 17, 2026 |
| Gratus Wealth Advisors, LLC | History | Added to | 1,436,539 | 34,807 | 4.83% | 4.67% | 14 | +70,236 | 5.14% | Q4 2025 | Feb 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,408,626 | 34,131 | 0.05% | 0.04% | 15 | +285,759 | 25.45% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,396,686 | 33,841 | 0.04% | 0.03% | 16 | +144,467 | 11.54% | Q4 2025 | Feb 06, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Added to | 1,340,214 | 32,473 | 1.24% | 1.23% | 17 | +9,812 | 0.74% | Q4 2025 | Feb 13, 2026 |
| RVW Wealth, LLC | History | Added to | 1,318,361 | 31,943 | 2.44% | 2.15% | 18 | +182,386 | 16.06% | Q4 2025 | Jan 12, 2026 |
| Focus Partners Wealth | History | Added to | 1,298,892 | 31,472 | 0.04% | 0.03% | 19 | +494,126 | 61.4% | Q4 2025 | Feb 13, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 1,278,379 | 30,975 | 2.09% | 2.22% | 20 | -9,964 | -0.77% | Q4 2025 | Jan 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,215,913 | 29,461 | 0.01% | 0.01% | 21 | -39,159 | -3.12% | Q4 2025 | Feb 13, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Added to | 1,204,934 | 29,195 | 1.48% | 1.48% | 22 | +29,008 | 2.47% | Q4 2025 | Feb 03, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 1,191,011 | 28,858 | 1.95% | 2.15% | 23 | +104,556 | 9.62% | Q4 2025 | Feb 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,077,263 | 26,102 | 0.02% | 0.01% | 24 | +186,733 | 20.97% | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | Added to | 1,046,723 | 25,362 | 0.09% | 0.1% | 25 | +141,543 | 15.64% | Q4 2025 | Feb 18, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 1,039,454 | 25,185 | 0.28% | 0.26% | 26 | +125,413 | 13.72% | Q4 2025 | Jan 20, 2026 |
| Mariner, LLC | History | Added to | 982,857 | 23,814 | 0.03% | 0.01% | 27 | +721,183 | 275.6% | Q4 2025 | Feb 13, 2026 |
| TABR Capital Management, LLC | History | Reduced | 977,298 | 23,679 | 15.8% | 17.83% | 28 | -94,396 | -8.81% | Q4 2025 | Jan 28, 2026 |
| IFS Advisors, LLC | History | Added to | 936,131 | 22,682 | 11.78% | 6.64% | 29 | +468,903 | 100.36% | Q4 2025 | Jan 09, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 851,544 | 20,632 | 0.08% | 0.08% | 30 | +105,154 | 14.09% | Q4 2025 | Feb 13, 2026 |
| Venture Visionary Partners LLC | History | Added to | 829,557 | 20,244 | 0.66% | 0.62% | 31 | +84,519 | 11.34% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 830,956 | 20,134 | 0.03% | 0.03% | 32 | +6,119 | 0.74% | Q4 2025 | Feb 02, 2026 |
| COWA, LLC | History | Added to | 817,998 | 19,194 | 5.84% | 5.5% | 33 | +135,526 | 19.86% | Q4 2025 | Feb 12, 2026 |
| Journey Advisory Group, LLC | History | Added to | 775,428 | 18,788 | 1.58% | 1.25% | 34 | +81,112 | 11.68% | Q4 2025 | Jan 27, 2026 |
| US BANCORP \DE\ | History | Added to | 774,107 | 18,756 | 0.02% | 0.02% | 35 | +71,951 | 10.25% | Q4 2025 | Jan 30, 2026 |
| REBALANCE, LLC | History | Added to | 772,737 | 18,723 | 1.09% | 1.03% | 36 | +70,108 | 9.98% | Q4 2025 | Jan 15, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 752,932 | 18,243 | 0.2% | 0.2% | 37 | +29,077 | 4.02% | Q4 2025 | Feb 02, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 721,664 | 17,485 | 1.68% | 1.53% | 38 | +67,164 | 10.26% | Q4 2025 | Feb 23, 2026 |
| Klingman & Associates, LLC | History | Reduced | 712,284 | 17,258 | 0.83% | 0.98% | 39 | -90,573 | -11.28% | Q4 2025 | Jan 29, 2026 |
| Glenview Trust Co | History | Added to | 660,350 | 16,000 | 0.25% | 0.25% | 40 | +2,462 | 0.37% | Q4 2025 | Feb 09, 2026 |
| NovaPoint Capital, LLC | History | Added to | 651,647 | 15,789 | 4.07% | 0.55% | 41 | +558,562 | 600.06% | Q4 2025 | Jan 21, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 639,888 | 15,504 | 0.08% | 0.06% | 42 | +207,430 | 47.97% | Q4 2025 | Jan 29, 2026 |
| CENTRAL TRUST Co | History | Added to | 636,652 | 15,426 | 0.3% | 0.3% | 43 | +49,952 | 8.51% | Q4 2025 | Feb 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 622,030 | 15,071 | 0.02% | 0.02% | 44 | -26,502 | -4.09% | Q4 2025 | Jan 08, 2026 |
| Cornerstone Planning, LLC | History | New | 595,283 | 14,438 | 3.35% | — | 45 | +595,283 | New | Q4 2025 | Mar 17, 2026 |
| Strid Group, LLC | History | Added to | 589,521 | 14,284 | 1.78% | 1.77% | 46 | +15,035 | 2.62% | Q4 2025 | Jan 26, 2026 |
| CWM, LLC | History | Reduced | 586,464 | 14,210 | 0.04% | 0.04% | 47 | -14,980 | -2.49% | Q4 2025 | Jan 26, 2026 |
| ARROW FINANCIAL CORP | History | Added to | 577,982 | 14,004 | 1.4% | 1.39% | 48 | +18,834 | 3.37% | Q4 2025 | Feb 05, 2026 |
| Global Retirement Partners, LLC | History | Added to | 557,348 | 13,504 | 0.24% | 0.28% | 49 | +40,620 | 7.86% | Q4 2025 | Feb 06, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 543,836 | 13,177 | 0.09% | 0.1% | 50 | +42,305 | 8.44% | Q4 2025 | Feb 18, 2026 |
| Northstar Group, Inc. | History | Added to | 542,210 | 13,137 | 1.79% | 1.87% | 51 | +12,536 | 2.37% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 541,186 | 13,112 | 0.2% | 0.17% | 52 | +107,180 | 24.7% | Q4 2025 | Jan 13, 2026 |
| SPINNAKER TRUST | History | Added to | 539,916 | 13,082 | 0.7% | 0.66% | 53 | +54,044 | 11.12% | Q4 2025 | Feb 10, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Added to | 498,249 | 12,072 | 0.87% | 0.78% | 54 | +63,388 | 14.58% | Q4 2025 | Feb 12, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Reduced | 489,849 | 11,869 | 0.49% | 0.51% | 55 | -747 | -0.15% | Q4 2025 | Feb 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 484,335 | 11,735 | 0.06% | — | 56 | +484,335 | New | Q4 2025 | Feb 18, 2026 |
| Bulltick Wealth Management, LLC | History | No change | 450,515 | 10,915 | 2.32% | 2.59% | 57 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wick Capital Partners, LLC | History | Added to | 446,401 | 10,816 | 1.94% | 1.73% | 58 | +147,284 | 49.24% | Q4 2025 | Mar 02, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 445,591 | 10,796 | 0.22% | 0.25% | 59 | -124,033 | -21.77% | Q4 2025 | Feb 05, 2026 |
| Windsor Capital Management, LLC | History | Added to | 417,139 | 10,107 | 2.79% | 2.78% | 60 | +2,307 | 0.56% | Q4 2025 | Jan 15, 2026 |
| Allworth Financial LP | History | New | 413,069 | 10,008 | 0.04% | — | 61 | +413,069 | New | Q4 2025 | Feb 05, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Added to | 411,130 | 9,961 | 3.08% | 2.97% | 62 | +9,123 | 2.27% | Q4 2025 | Jan 20, 2026 |
| IFP Advisors, Inc | History | Reduced | 396,553 | 9,608 | 0.22% | 0.26% | 63 | -13,365 | -3.26% | Q4 2025 | Feb 06, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 383,441 | 9,290 | 0.31% | 0.27% | 64 | +61,207 | 18.99% | Q4 2025 | Feb 09, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Added to | 375,573 | 9,100 | 4.23% | 3.94% | 65 | +41,702 | 12.49% | Q4 2025 | Jan 15, 2026 |
| Keeler Thomas Management LLC | History | Reduced | 375,082 | 9,088 | 4.33% | 3.96% | 66 | -24,178 | -6.06% | Q4 2025 | Feb 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 372,176 | 9,015 | 0.02% | 0.01% | 67 | +232,460 | 166.38% | Q4 2025 | Feb 05, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 372,071 | 9,015 | 0.38% | 0.34% | 68 | +35,660 | 10.6% | Q4 2025 | Feb 09, 2026 |
| BlackRock, Inc. | History | Added to | 370,904 | 8,987 | 0.0% | 0.0% | 69 | +291,767 | 368.69% | Q4 2025 | Feb 12, 2026 |
| McGuire Investment Group, LLC | History | Added to | 369,565 | 8,954 | 0.96% | 0.91% | 70 | +37,782 | 11.39% | Q4 2025 | Jan 26, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 369,292 | 8,947 | 0.01% | 0.01% | 71 | -256,793 | -41.02% | Q4 2025 | Feb 13, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 361,295 | 8,754 | 0.41% | 0.41% | 72 | +46,148 | 14.64% | Q4 2025 | Jan 12, 2026 |
| Kesler, Norman & Wride, LLC | History | Added to | 337,230 | 8,171 | 1.4% | 1.23% | 73 | +76,507 | 29.34% | Q4 2025 | Feb 10, 2026 |
| Ironwood Financial, llc | History | Added to | 336,465 | 8,155 | 1.38% | 1.19% | 74 | +60,243 | 21.81% | Q4 2025 | Jan 15, 2026 |
| InvesTrust | History | Reduced | 333,622 | 8,083 | 3.13% | 3.07% | 75 | -11,177 | -3.24% | Q4 2025 | Jan 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 330,066 | 7,997 | 0.01% | 0.01% | 76 | -38,964 | -10.56% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Added to | 326,570 | 7,912 | 0.09% | 0.06% | 77 | +114,758 | 54.18% | Q4 2025 | Feb 05, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 318,248 | 7,711 | 0.08% | 0.02% | 78 | +247,299 | 348.56% | Q4 2025 | Feb 13, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 316,590 | 7,670 | 3.08% | 2.75% | 79 | +24,066 | 8.23% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Added to | 315,386 | 7,641 | 0.01% | 0.01% | 80 | +26,759 | 9.27% | Q4 2025 | Feb 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 302,955 | 7,340 | 0.04% | 0.04% | 81 | +46,540 | 18.15% | Q4 2025 | Feb 17, 2026 |
| Peloton Wealth Strategists | History | Reduced | 301,825 | 7,313 | 2.83% | 2.91% | 82 | -2,295 | -0.75% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Added to | 289,005 | 7,002 | 0.06% | 0.06% | 83 | +41,203 | 16.63% | Q4 2025 | Jan 26, 2026 |
| Balentine LLC | History | Added to | 276,815 | 6,707 | 0.25% | 0.18% | 84 | +78,901 | 39.87% | Q4 2025 | Feb 02, 2026 |
| Integras Partners LLC | History | Added to | 265,970 | 6,444 | 5.21% | 5.09% | 85 | +6,722 | 2.59% | Q4 2025 | Jan 29, 2026 |
| Beaumont Asset Management, L.L.C. | History | Added to | 264,526 | 6,409 | 3.2% | 2.94% | 86 | +24,201 | 10.07% | Q4 2025 | Jan 21, 2026 |
| Private Advisor Group, LLC | History | Added to | 263,933 | 6,395 | 0.03% | 0.03% | 87 | +9,468 | 3.72% | Q4 2025 | Feb 17, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 263,724 | 6,390 | 0.1% | 0.09% | 88 | +20,390 | 8.38% | Q4 2025 | Jan 22, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Reduced | 258,676 | 6,267 | 0.4% | 0.42% | 89 | -7,530 | -2.83% | Q4 2025 | Jan 21, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 258,186 | 6,255 | 0.34% | 0.35% | 90 | +11,010 | 4.45% | Q4 2025 | Jan 29, 2026 |
| Laurel Wealth Advisors LLC | History | Reduced | 252,502 | 6,118 | 0.81% | 0.86% | 91 | -1,120 | -0.44% | Q4 2025 | Jan 30, 2026 |
| Parallel Advisors, LLC | History | Added to | 249,666 | 6,097 | 0.11% | 0.11% | 92 | +6,833 | 2.81% | Q4 2025 | Feb 11, 2026 |
| Praetorian Wealth Management, Inc. | History | Added to | 249,114 | 6,036 | 1.2% | 1.21% | 93 | +6,975 | 2.88% | Q4 2025 | Jan 14, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 247,566 | 5,998 | 0.15% | 0.17% | 94 | -10,714 | -4.15% | Q4 2025 | Feb 17, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | New | 243,126 | 5,890 | 0.09% | — | 95 | +243,126 | New | Q4 2025 | Jan 05, 2026 |
| HAMEL ASSOCIATES, INC. | History | Reduced | 238,950 | 5,789 | 1.74% | 1.8% | 96 | -1,429 | -0.59% | Q4 2025 | Feb 11, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 236,679 | 5,734 | 0.07% | 0.05% | 97 | -1,109 | -0.47% | Q4 2025 | Feb 13, 2026 |
| Signature Wealth Management Group | History | Reduced | 234,755 | 5,688 | 2.32% | 2.22% | 98 | -536 | -0.23% | Q4 2025 | Jan 15, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 231,436 | 5,607 | 0.11% | 0.11% | 99 | -4,193 | -1.78% | Q4 2025 | Feb 04, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Added to | 229,889 | 5,575 | 2.12% | 2.09% | 100 | +131,834 | 134.45% | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 229,501 | 5,561 | 0.01% | 0.02% | 101 | -10,204 | -4.26% | Q4 2025 | Feb 05, 2026 |
| MCF Advisors LLC | History | Reduced | 229,106 | 5,551 | 0.31% | 0.46% | 102 | -77,093 | -25.18% | Q4 2025 | Feb 11, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 228,308 | 5,532 | 0.01% | 0.01% | 103 | +2,384 | 1.06% | Q4 2025 | Feb 11, 2026 |
| Crews Bank & Trust | History | Added to | 227,620 | 5,515 | 0.79% | 0.79% | 104 | +4,340 | 1.94% | Q4 2025 | Jan 21, 2026 |
| Winthrop Partners - WNY, LLC | History | New | 223,514 | 5,415 | 2.92% | — | 105 | +223,514 | New | Q4 2025 | Mar 12, 2026 |
| Krilogy Financial LLC | History | Added to | 221,058 | 5,365 | 0.18% | 0.19% | 106 | +13,723 | 6.62% | Q4 2025 | Jan 27, 2026 |
| REGIONS FINANCIAL CORP | History | New | 219,741 | 5,324 | 0.03% | — | 107 | +219,741 | New | Q4 2025 | Jan 27, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 217,067 | 5,259 | 0.0% | 0.0% | 108 | -101,373 | -31.83% | Q4 2025 | Feb 11, 2026 |
| Modern Wealth Management, LLC | History | Added to | 214,311 | 5,192 | 0.09% | 0.09% | 109 | +30,628 | 16.67% | Q4 2025 | Feb 17, 2026 |
| Quantum Financial Advisors, LLC | History | Added to | 213,170 | 5,165 | 0.58% | 0.61% | 110 | +7,887 | 3.84% | Q4 2025 | Jan 12, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 212,738 | 5,154 | 0.32% | 0.3% | 111 | +21,707 | 11.36% | Q4 2025 | Feb 12, 2026 |
| Prospera Financial Services Inc | History | Added to | 211,785 | 5,131 | 0.08% | 0.08% | 112 | +7,112 | 3.47% | Q4 2025 | Feb 09, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 209,081 | 5,066 | 1.17% | 1.06% | 113 | +27,365 | 15.06% | Q4 2025 | Feb 11, 2026 |
| Probity Advisors, Inc. | History | Added to | 207,223 | 5,021 | 0.8% | 0.64% | 114 | +45,562 | 28.18% | Q4 2025 | Jan 27, 2026 |
| Creative Planning | History | Added to | 205,359 | 4,975 | 0.0% | 0.0% | 115 | +21,265 | 11.55% | Q4 2025 | Feb 17, 2026 |
| Sowell Financial Services LLC | History | Added to | 205,191 | 4,971 | 0.18% | 0.18% | 116 | +13,413 | 6.99% | Q4 2025 | Jan 21, 2026 |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | History | Added to | 200,585 | 4,860 | 2.84% | 2.72% | 117 | +6,240 | 3.21% | Q4 2025 | Jan 26, 2026 |
| Aviance Capital Partners, LLC | History | New | 198,965 | 4,820 | 0.56% | — | 118 | +198,965 | New | Q4 2025 | Feb 06, 2026 |
| 4Thought Financial Group Inc. | History | Added to | 186,110 | 4,509 | 2.23% | 2.19% | 119 | +7,971 | 4.47% | Q4 2025 | Jan 29, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 185,529 | 4,495 | 0.08% | 0.08% | 120 | -2,087 | -1.11% | Q4 2025 | Feb 17, 2026 |
| Valmark Advisers, Inc. | History | Added to | 175,816 | 4,260 | 0.05% | 0.05% | 121 | +23,351 | 15.32% | Q4 2025 | Jan 26, 2026 |
| Heartland Bank & Trust Co | History | Added to | 175,441 | 4,250 | 1.8% | 1.62% | 122 | +14,298 | 8.87% | Q4 2025 | Feb 03, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 173,052 | 4,193 | 0.52% | 0.55% | 123 | +1,547 | 0.9% | Q4 2025 | Feb 13, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 171,543 | 4,156 | 0.33% | 0.36% | 124 | -7,710 | -4.3% | Q4 2025 | Feb 04, 2026 |
| Delta Wealth Advisors LLC | History | New | 167,287 | 4,053 | 3.39% | — | 125 | +167,287 | New | Q4 2025 | Jan 28, 2026 |
| Sightline Wealth Advisors, LLC | History | Reduced | 163,022 | 3,950 | 1.68% | 1.95% | 127 | -14,838 | -8.34% | Q4 2025 | Jan 26, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Added to | 163,057 | 3,950 | 1.14% | 1.08% | 126 | +13,637 | 9.13% | Q4 2025 | Jan 20, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 161,878 | 3,922 | 0.53% | 0.44% | 128 | +31,937 | 24.58% | Q4 2025 | Jan 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 161,252 | 3,907 | 0.0% | 0.0% | 129 | -121,884 | -43.05% | Q4 2025 | Feb 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 159,018 | 3,853 | 0.05% | 0.04% | 130 | +37,213 | 30.55% | Q4 2025 | Jan 29, 2026 |
| IRON Financial LLC | History | Added to | 155,305 | 3,763 | 1.73% | 1.79% | 131 | +1,716 | 1.12% | Q4 2025 | Jan 22, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 154,492 | 3,743 | 0.0% | 0.0% | 132 | +49,458 | 47.09% | Q4 2025 | Feb 17, 2026 |
| Foundation Wealth Management, LLC | History | Added to | 154,048 | 3,734 | 2.46% | 2.39% | 133 | +429 | 0.28% | Q4 2025 | Jan 27, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Added to | 152,071 | 3,684 | 0.24% | 0.25% | 134 | +5,204 | 3.54% | Q4 2025 | Feb 05, 2026 |
| Weaver Consulting Group | History | Reduced | 149,939 | 3,633 | 0.89% | 0.97% | 135 | -7,058 | -4.5% | Q4 2025 | Feb 10, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 148,989 | 3,610 | 0.0% | 0.0% | 136 | -22,382 | -13.06% | Q4 2025 | Feb 11, 2026 |
| Integrated Advisors Network LLC | History | Added to | 148,775 | 3,604 | 0.16% | 0.1% | 137 | +49,709 | 50.18% | Q4 2025 | Feb 17, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 147,929 | 3,584 | 0.7% | 0.83% | 138 | -13,929 | -8.61% | Q4 2025 | Feb 04, 2026 |
| SONATA CAPITAL GROUP INC | History | Reduced | 147,148 | 3,565 | 1.29% | 1.34% | 139 | -2,018 | -1.35% | Q4 2025 | Jan 26, 2026 |
| Evergreen Private Wealth LLC | History | Added to | 146,492 | 3,549 | 1.4% | 1.33% | 140 | +11,145 | 8.23% | Q4 2025 | Jan 28, 2026 |
| Great Diamond Partners, LLC | History | Added to | 142,789 | 3,459 | 0.67% | 0.5% | 141 | +36,243 | 34.02% | Q4 2025 | Feb 06, 2026 |
| Composition Wealth, LLC | History | Reduced | 142,581 | 3,454 | 0.05% | 0.05% | 142 | -72 | -0.05% | Q4 2025 | Feb 02, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 138,583 | 3,357 | 0.7% | 0.7% | 143 | +8,550 | 6.58% | Q4 2025 | Jan 07, 2026 |
| Leo Wealth, LLC | History | Added to | 135,674 | 3,287 | 0.24% | 0.27% | 144 | +49,562 | 57.56% | Q4 2025 | Jan 21, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 132,123 | 3,201 | 0.06% | 0.05% | 145 | +20,283 | 18.14% | Q4 2025 | Feb 10, 2026 |
| Stonebrook Private Inc. | History | Added to | 130,430 | 3,160 | 0.66% | 0.66% | 146 | +4,537 | 3.6% | Q4 2025 | Feb 11, 2026 |
| SMITH, MOORE & CO. | History | Added to | 130,272 | 3,156 | 0.24% | 0.23% | 147 | +8,629 | 7.09% | Q4 2025 | Jan 23, 2026 |
| Breachway Investments LLC | History | New | 127,062 | 3,078 | 3.25% | — | 148 | +127,062 | New | Q4 2025 | Jan 27, 2026 |
| MEMBERS WEALTH LLC | History | Added to | 126,790 | 3,077 | 1.93% | 1.83% | 149 | +7,464 | 6.26% | Q4 2025 | Jan 28, 2026 |
| Greenline Partners, LLC | History | Reduced | 123,877 | 3,001 | 0.34% | 0.55% | 150 | -61,800 | -33.28% | Q4 2025 | Feb 17, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Added to | 117,313 | 2,842 | 0.18% | 0.17% | 151 | +10,000 | 9.32% | Q4 2025 | Jan 26, 2026 |
| Scissortail Wealth Management, LLC | History | Added to | 115,189 | 2,791 | 0.64% | 0.57% | 152 | +8,452 | 7.92% | Q4 2025 | Jan 29, 2026 |
| Penobscot Investment Management Company, Inc. | History | Added to | 112,522 | 2,726 | 0.21% | 0.1% | 153 | +57,680 | 105.17% | Q4 2025 | Jan 27, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 111,000 | 2,689 | 0.07% | 0.08% | 154 | -9,229 | -7.68% | Q4 2025 | Feb 06, 2026 |
| Round Rock Advisors LLC | History | Added to | 109,909 | 2,663 | 0.4% | 0.42% | 155 | +174 | 0.16% | Q4 2025 | Jan 27, 2026 |
| BRIGHTON SECURITIES CORP. | History | New | 109,522 | 2,653 | 1.31% | — | 156 | +109,522 | New | Q4 2025 | Mar 06, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 109,243 | 2,646 | 0.1% | 0.11% | 157 | +5,500 | 5.3% | Q4 2025 | Jan 14, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 106,889 | 2,589 | 0.01% | 0.01% | 158 | +24,904 | 30.38% | Q4 2025 | Feb 17, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Added to | 105,279 | 2,550 | 1.38% | 1.34% | 159 | +7,664 | 7.85% | Q4 2025 | Feb 02, 2026 |
| Equitable Holdings, Inc. | History | Added to | 104,537 | 2,532 | 0.02% | 0.01% | 160 | +65,035 | 164.64% | Q4 2025 | Feb 17, 2026 |
| Centennial Advisors, LLC | History | New | 104,379 | 2,529 | 3.29% | — | 161 | +104,379 | New | Q4 2025 | Jan 22, 2026 |
| Covington Investment Advisors Inc. | History | Added to | 101,270 | 2,455 | 0.34% | 0.27% | 162 | +15,908 | 18.64% | Q4 2025 | Feb 17, 2026 |
| TFO Wealth Partners, LLC | History | Added to | 98,935 | 2,397 | 0.36% | 0.39% | 163 | +833 | 0.85% | Q4 2025 | Feb 05, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 98,236 | 2,380 | 0.18% | 0.17% | 164 | +15,954 | 19.39% | Q4 2025 | Jan 07, 2026 |
| Rubicon Advisors, GP | History | New | 98,035 | 2,375 | 2.2% | — | 165 | +98,035 | New | Q4 2025 | Mar 09, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 97,424 | 2,360 | 0.03% | 0.03% | 166 | +5,118 | 5.54% | Q4 2025 | Feb 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 95,352 | 2,310 | 0.01% | 0.01% | 167 | +4,565 | 5.03% | Q4 2025 | Feb 13, 2026 |
| Rossmore Private Capital | History | Added to | 94,585 | 2,291 | 0.2% | 0.2% | 168 | +16,923 | 21.79% | Q4 2025 | Feb 05, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 90,154 | 2,184 | 0.3% | 1.12% | 169 | +8,733 | 10.73% | Q4 2025 | Feb 18, 2026 |
| 4J Wealth Management LLC | History | Added to | 85,795 | 2,078 | 1.19% | 0.98% | 170 | +17,466 | 25.56% | Q4 2025 | Jan 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 85,316 | 2,067 | 0.05% | 0.05% | 171 | +7,184 | 9.19% | Q4 2025 | Feb 09, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 85,229 | 2,065 | 0.34% | 0.31% | 172 | +11,464 | 15.54% | Q4 2025 | Feb 06, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | Added to | 84,375 | 2,044 | 1.17% | 1.08% | 173 | +7,225 | 9.36% | Q4 2025 | Feb 12, 2026 |
| LifePlan Financial, LLC | History | Reduced | 83,254 | 2,017 | 1.55% | 2.09% | 174 | -25,311 | -23.31% | Q4 2025 | Jan 20, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 82,937 | 2,009 | 0.02% | 0.03% | 175 | -3,088 | -3.59% | Q4 2025 | Jan 21, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Added to | 82,403 | 1,996 | 0.29% | 0.27% | 176 | +8,047 | 10.82% | Q4 2025 | Jan 27, 2026 |
| Fortis Capital Management LLC | History | Added to | 81,915 | 1,984 | 0.26% | 0.27% | 177 | +2,432 | 3.06% | Q4 2025 | Feb 13, 2026 |
| Foundry Financial Group, Inc. | History | Reduced | 81,155 | 1,966 | 0.98% | 1.44% | 178 | -31,459 | -27.94% | Q4 2025 | Feb 04, 2026 |
| TFR Capital, LLC. | History | Added to | 80,324 | 1,946 | 0.64% | 0.43% | 179 | +27,817 | 52.98% | Q4 2025 | Jan 27, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 79,971 | 1,937 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| WRAPMANAGER INC | History | Reduced | 78,843 | 1,910 | 0.65% | 0.72% | 181 | -16,870 | -17.63% | Q4 2025 | Feb 06, 2026 |
| First Fiduciary Investment Counsel, Inc. | History | Reduced | 78,448 | 1,901 | 0.37% | 0.37% | 182 | -682 | -0.86% | Q4 2025 | Jan 30, 2026 |
| BEACON FINANCIAL GROUP | History | New | 77,308 | 1,873 | 0.19% | — | 183 | +77,308 | New | Q4 2025 | Apr 01, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Added to | 76,015 | 1,841 | 0.12% | 0.12% | 184 | +752 | 1.0% | Q4 2025 | Feb 04, 2026 |
| Austin Private Wealth, LLC | History | Added to | 74,440 | 1,803 | 0.13% | 0.14% | 185 | +314 | 0.42% | Q4 2025 | Jan 20, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | New | 73,593 | 1,783 | 0.19% | — | 186 | +73,593 | New | Q4 2025 | Jan 29, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 72,579 | 1,758 | 0.04% | 0.04% | 187 | -6,695 | -8.45% | Q4 2025 | Feb 11, 2026 |
| Montecito Bank & Trust | History | Added to | 72,241 | 1,750 | 0.28% | 0.24% | 188 | +7,741 | 12.0% | Q4 2025 | Jan 09, 2026 |
| MidFirst Bank | History | New | 70,530 | 1,708 | 0.14% | — | 189 | +70,530 | New | Q4 2025 | Feb 25, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 68,564 | 1,661 | 0.37% | 0.34% | 190 | +6,695 | 10.82% | Q4 2025 | Feb 11, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 68,276 | 1,654 | 0.24% | 0.24% | 191 | +201 | 0.3% | Q4 2025 | Feb 06, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | Added to | 67,891 | 1,644 | 0.5% | 0.46% | 192 | +4,000 | 6.26% | Q4 2025 | Feb 06, 2026 |
| Black Swift Group, LLC | History | Reduced | 66,665 | 1,615 | 0.27% | 0.33% | 193 | -9,650 | -12.64% | Q4 2025 | Feb 10, 2026 |
| Arcataur Capital Management LLC | History | Reduced | 66,548 | 1,612 | 0.46% | 0.48% | 194 | -507 | -0.76% | Q4 2025 | Jan 27, 2026 |
| IFG Advisory, LLC | History | Added to | 64,986 | 1,574 | 0.07% | 0.07% | 195 | +2,415 | 3.86% | Q4 2025 | Feb 10, 2026 |
| Hills Bank & Trust Co | History | Added to | 64,487 | 1,562 | 0.09% | 0.02% | 196 | +47,472 | 279.0% | Q4 2025 | Feb 05, 2026 |
| AlTi Global, Inc. | History | No change | 63,400 | 1,536 | 0.03% | 0.04% | 197 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Endowment Wealth Management, Inc. | History | New | 62,185 | 1,506 | 0.69% | — | 198 | +62,185 | New | Q4 2025 | Feb 09, 2026 |
| Livet Wealth, LLC | History | New | 61,527 | 1,490 | 0.92% | — | 199 | +61,527 | New | Q4 2025 | Feb 13, 2026 |
| Northwest Bancshares, Inc. | History | Reduced | 60,967 | 1,477 | 0.29% | 0.25% | 200 | -1,039 | -1.68% | Q4 2025 | Feb 13, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 60,850 | 1,474 | 0.09% | 0.09% | 201 | -1,321 | -2.12% | Q4 2025 | Jan 29, 2026 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | History | Added to | 59,602 | 1,444 | 0.67% | 0.69% | 202 | +818 | 1.39% | Q4 2025 | Jan 15, 2026 |
| Redwood Financial Network Corp | History | Reduced | 59,372 | 1,438 | 0.92% | 0.91% | 203 | -42 | -0.07% | Q4 2025 | Feb 10, 2026 |
| Cypress Point Wealth Management, LLC | History | No change | 59,000 | 1,429 | 0.31% | 0.29% | 204 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 58,392 | 1,414 | 0.16% | 0.17% | 205 | +517 | 0.89% | Q4 2025 | Jan 15, 2026 |
| Farmers National Bank | History | New | 57,183 | 1,385 | 0.31% | — | 206 | +57,183 | New | Q4 2025 | Mar 12, 2026 |
| CGN Advisors LLC | History | Reduced | 57,185 | 1,385 | 0.11% | 0.13% | 207 | -5,590 | -8.9% | Q4 2025 | Jan 05, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 56,560 | 1,370 | 0.24% | 0.25% | 208 | +330 | 0.59% | Q4 2025 | Feb 17, 2026 |
| Reliant Wealth Planning | History | Added to | 56,432 | 1,367 | 0.43% | 0.44% | 209 | +999 | 1.8% | Q4 2025 | Feb 12, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 55,774 | 1,350 | 0.01% | 0.01% | 210 | -14,846 | -21.02% | Q4 2025 | Jan 27, 2026 |
| WESBANCO BANK INC | History | New | 54,950 | 1,331 | 0.04% | — | 211 | +54,950 | New | Q4 2025 | Feb 03, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 54,734 | 1,326 | 0.04% | 0.03% | 212 | +8,784 | 19.12% | Q4 2025 | Jan 23, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 53,106 | 1,286 | 0.16% | 0.11% | 213 | +16,114 | 43.56% | Q4 2025 | Jan 13, 2026 |
| DAVENPORT & Co LLC | History | Added to | 52,696 | 1,276 | 0.01% | 0.01% | 214 | +20 | 0.04% | Q4 2025 | Jan 12, 2026 |
| Hurley Capital, LLC | History | Reduced | 52,386 | 1,269 | 0.71% | 0.74% | 215 | -1,497 | -2.78% | Q4 2025 | Feb 17, 2026 |
| Element Wealth, LLC | History | Reduced | 51,209 | 1,240 | 0.51% | 0.56% | 216 | -2,018 | -3.79% | Q4 2025 | Feb 13, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 50,635 | 1,226 | 0.15% | 0.16% | 217 | +406 | 0.81% | Q4 2025 | Jan 14, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | Reduced | 50,010 | 1,211 | 0.79% | 0.89% | 218 | -7,149 | -12.51% | Q4 2025 | Jan 22, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | Added to | 49,351 | 1,195 | 0.53% | 0.43% | 219 | +9,101 | 22.61% | Q4 2025 | Jan 20, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 49,253 | 1,193 | 0.23% | 0.2% | 220 | +10,786 | 28.04% | Q4 2025 | Jan 14, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 49,030 | 1,187 | 0.11% | 0.13% | 221 | -9,215 | -15.82% | Q4 2025 | Feb 11, 2026 |
| Accretive Wealth Partners, LLC | History | Added to | 48,328 | 1,170 | 0.35% | 0.1% | 222 | +34,606 | 252.19% | Q4 2025 | Jan 28, 2026 |
| DUDLEY CAPITAL MANAGEMENT, LLC | History | Added to | 47,292 | 1,145 | 0.5% | 0.27% | 223 | +22,892 | 93.82% | Q4 2025 | Feb 02, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 47,036 | 1,139 | 0.12% | 0.11% | 224 | +10,004 | 27.01% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 46,400 | 1,124 | 0.01% | 0.01% | 225 | -2,356 | -4.83% | Q4 2025 | Feb 12, 2026 |
| Sigma Planning Corp | History | New | 46,324 | 1,122 | 0.03% | — | 226 | +46,324 | New | Q4 2025 | Jan 30, 2026 |
| 10Elms LLP | History | Reduced | 46,299 | 1,121 | 1.03% | 1.07% | 227 | -2,610 | -5.34% | Q4 2025 | Feb 13, 2026 |
| PSI Advisors, LLC | History | Added to | 45,226 | 1,095 | 0.28% | 0.15% | 229 | +21,425 | 90.02% | Q4 2025 | Feb 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 45,209 | 1,095 | 0.0% | 0.0% | 228 | +14,873 | 49.03% | Q4 2025 | Feb 06, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 43,411 | 1,051 | 0.02% | 0.01% | 230 | +20,672 | 90.91% | Q4 2025 | Feb 03, 2026 |
| Prosperity Planning, Inc. | History | Added to | 43,305 | 1,049 | 0.27% | 0.14% | 231 | +22,064 | 103.87% | Q4 2025 | Jan 14, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 42,967 | 1,042 | 0.03% | 0.05% | 232 | -14,909 | -25.76% | Q4 2025 | Jan 23, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 42,896 | 1,039 | 0.09% | 0.06% | 233 | +13,586 | 46.35% | Q4 2025 | Feb 06, 2026 |
| Belpointe Asset Management LLC | History | Added to | 42,527 | 1,030 | 0.04% | 0.02% | 234 | +16,539 | 63.64% | Q4 2025 | Jan 27, 2026 |
| Stokes Family Office, LLC | History | No change | 40,843 | 989 | 0.09% | 0.09% | 235 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| COMERICA BANK | History | Reduced | 40,719 | 986 | 0.0% | 0.0% | 236 | -11,424 | -21.91% | Q4 2025 | Jan 29, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 40,637 | 984 | 0.06% | 0.05% | 237 | +9,419 | 30.17% | Q4 2025 | Feb 10, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 40,574 | 983 | 0.21% | 0.19% | 238 | +4,007 | 10.96% | Q4 2025 | Feb 10, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 40,292 | 976 | 0.14% | 0.14% | 239 | +498 | 1.25% | Q4 2025 | Feb 04, 2026 |
| Timber Creek Capital Management LLC | History | Added to | 39,650 | 960 | 0.22% | 0.23% | 240 | +1,056 | 2.74% | Q4 2025 | Jan 23, 2026 |
| HB Wealth Management, LLC | History | Reduced | 38,587 | 934 | 0.01% | 0.01% | 241 | -899 | -2.28% | Q4 2025 | Jan 28, 2026 |
| Gilbert Capital Group, Inc. | History | Reduced | 37,652 | 912 | 0.69% | 0.79% | 242 | -4,447 | -10.56% | Q4 2025 | Jan 23, 2026 |
| Bank of New York Mellon Corp | History | Added to | 37,600 | 911 | 0.0% | 0.0% | 243 | +4,276 | 12.83% | Q4 2025 | Feb 10, 2026 |
| FOCUSED ALPHA, LLC | History | New | 36,305 | 879 | 0.26% | — | 244 | +36,305 | New | Q4 2025 | Feb 13, 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | History | Added to | 36,025 | 872 | 0.64% | 0.63% | 245 | +310 | 0.87% | Q4 2025 | Feb 05, 2026 |
| Twin Cities Retirement Group LLC | History | New | 35,703 | 865 | 0.83% | — | 247 | +35,703 | New | Q4 2025 | Feb 09, 2026 |
| TLWM | History | Reduced | 35,730 | 865 | 0.16% | 0.16% | 246 | -371 | -1.03% | Q4 2025 | Jan 12, 2026 |
| Advisory Services Network, LLC | History | Added to | 35,485 | 859 | 0.01% | 0.01% | 248 | +3,096 | 9.56% | Q4 2025 | Feb 17, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 34,557 | 837 | 0.18% | 0.24% | 249 | -8,112 | -19.01% | Q4 2025 | Feb 02, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 34,230 | 829 | 0.0% | 0.0% | 250 | +3,089 | 9.92% | Q4 2025 | Mar 16, 2026 |
| HORAN Wealth, LLC | History | Reduced | 34,108 | 826 | 0.13% | 0.15% | 251 | -5,993 | -14.94% | Q4 2025 | Feb 04, 2026 |
| Straight Path Wealth Management | History | Added to | 33,964 | 822 | 0.22% | 0.18% | 252 | +5,942 | 21.2% | Q4 2025 | Feb 11, 2026 |
| Atwater Malick LLC | History | Added to | 33,677 | 815 | 0.22% | 0.23% | 253 | +1,280 | 3.95% | Q4 2025 | Jan 23, 2026 |
| Cove Private Wealth, LLC | History | Added to | 33,540 | 812 | 0.24% | 0.25% | 254 | +1,150 | 3.55% | Q4 2025 | Jan 23, 2026 |
| ADG Wealth Management Group, LLC | History | Added to | 33,327 | 807 | 0.61% | 0.59% | 255 | +2,683 | 8.76% | Q4 2025 | Jan 15, 2026 |
| ADIRONDACK TRUST CO | History | Added to | 33,145 | 802 | 0.26% | 0.25% | 256 | +1,983 | 6.36% | Q4 2025 | Jan 08, 2026 |
| STAR Financial Bank | History | Reduced | 32,481 | 787 | 0.4% | 0.49% | 257 | -1,582 | -4.64% | Q4 2025 | Feb 13, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | New | 32,202 | 780 | 0.76% | — | 258 | +32,202 | New | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 31,819 | 770 | 0.01% | 0.01% | 259 | +15,790 | 98.51% | Q4 2025 | Jan 23, 2026 |
| SMI Advisory Services, LLC | History | New | 31,428 | 761 | 0.13% | — | 261 | +31,428 | New | Q4 2025 | Jan 13, 2026 |
| Brookstone Capital Management | History | Reduced | 31,430 | 761 | 0.01% | 0.01% | 260 | -1,723 | -5.2% | Q4 2025 | Jan 15, 2026 |
| Oldfather Financial Services, LLC | History | No change | 31,107 | 753 | 0.22% | 0.24% | 262 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Vident Advisory, LLC | History | Reduced | 31,072 | 752 | 0.01% | 0.01% | 263 | -31,072 | -50.0% | Q4 2025 | Feb 18, 2026 |
| Ranch Capital Advisors Inc. | History | Added to | 30,870 | 747 | 0.27% | 0.29% | 264 | +538 | 1.77% | Q4 2025 | Feb 05, 2026 |
| FIRST INTERSTATE BANK | History | No change | 30,798 | 746 | 0.04% | 0.04% | 265 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 30,131 | 730 | 0.13% | 0.01% | 266 | +435 | 1.46% | Q4 2025 | Mar 04, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 29,569 | 716 | 0.05% | 0.05% | 267 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 29,178 | 706 | 0.02% | 0.02% | 268 | -3 | -0.01% | Q4 2025 | Feb 05, 2026 |
| Summit Wealth Group, LLC | History | New | 28,806 | 697 | 0.16% | — | 269 | +28,806 | New | Q4 2025 | Feb 06, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 28,512 | 690 | 0.23% | 0.24% | 270 | +11 | 0.04% | Q4 2025 | Jan 28, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | No change | 28,252 | 684 | 0.47% | 0.49% | 271 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| DecisionMap Wealth Management, LLC | History | Added to | 28,229 | 683 | 0.42% | 0.41% | 272 | +1,784 | 6.75% | Q4 2025 | Jan 07, 2026 |
| JDM Financial Group LLC | History | Reduced | 27,930 | 676 | 0.26% | 0.35% | 273 | -6,522 | -18.93% | Q4 2025 | Feb 02, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 27,871 | 675 | 0.18% | 0.18% | 274 | +201 | 0.73% | Q4 2025 | Jan 16, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 27,599 | 668 | 0.12% | 0.14% | 275 | -4,400 | -13.75% | Q4 2025 | Jan 27, 2026 |
| Autumn Glory Partners, LLC | History | Added to | 27,565 | 667 | 0.23% | 0.27% | 276 | +61 | 0.22% | Q4 2025 | Jan 27, 2026 |
| Gilbert & Cook, Inc. | History | New | 27,407 | 664 | 0.08% | — | 277 | +27,407 | New | Q4 2025 | Jan 07, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 27,287 | 661 | 0.05% | 0.05% | 278 | +112 | 0.41% | Q4 2025 | Feb 03, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 27,034 | 655 | 0.11% | 0.08% | 279 | +6,906 | 34.31% | Q4 2025 | Jan 20, 2026 |
| KOM Wealth Management Group, LLC | History | Reduced | 26,721 | 647 | 0.46% | 0.49% | 280 | -53 | -0.2% | Q4 2025 | Jan 23, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Added to | 25,261 | 612 | 0.3% | 0.12% | 282 | +15,908 | 170.08% | Q4 2025 | Jan 22, 2026 |
| DEARBORN PARTNERS LLC | History | Reduced | 25,296 | 612 | 0.03% | 0.03% | 281 | -272 | -1.06% | Q4 2025 | Feb 11, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 24,864 | 602 | 0.2% | 0.22% | 283 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 23,894 | 578 | 0.1% | 0.1% | 284 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 23,807 | 577 | 0.08% | 0.08% | 285 | +3 | 0.01% | Q4 2025 | Jan 12, 2026 |
| Baird Financial Group, Inc. | History | Added to | 23,748 | 575 | 0.0% | 0.0% | 286 | +902 | 3.95% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 23,486 | 569 | 0.0% | 0.0% | 287 | +19,807 | 538.38% | Q4 2025 | Feb 12, 2026 |
| Granite Harbor Advisors, Inc. | History | Reduced | 23,263 | 563 | 0.24% | 0.5% | 288 | -25,546 | -52.34% | Q4 2025 | Jan 22, 2026 |
| NESTEGG ADVISORS, INC. | History | Reduced | 23,084 | 559 | 0.48% | 0.53% | 289 | -1,565 | -6.35% | Q4 2025 | Jan 21, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Reduced | 23,002 | 557 | 0.46% | 0.5% | 290 | -1,918 | -7.7% | Q4 2025 | Jan 23, 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | History | Added to | 22,952 | 556 | 0.03% | 0.02% | 291 | +3,299 | 16.79% | Q4 2025 | Feb 12, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | No change | 22,870 | 554 | 0.07% | 0.07% | 292 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| American Trust | History | Added to | 22,590 | 547 | 0.05% | 0.05% | 293 | +628 | 2.86% | Q4 2025 | Feb 17, 2026 |
| Kastel Capital Advisors, LLC | History | New | 22,464 | 544 | 0.33% | — | 294 | +22,464 | New | Q4 2025 | Feb 18, 2026 |
| Neuberger Berman Group LLC | History | Added to | 22,205 | 538 | 0.0% | 0.0% | 295 | +5,525 | 33.12% | Q4 2025 | Feb 13, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 22,000 | 533 | 0.03% | 0.03% | 296 | -4,000 | -15.38% | Q4 2025 | Feb 11, 2026 |
| Provenance Wealth Advisors, LLC | History | Reduced | 21,768 | 527 | 0.06% | 0.1% | 297 | -10,916 | -33.4% | Q4 2025 | Jan 26, 2026 |
| Curbstone Financial Management Corp | History | New | 21,698 | 525 | 0.1% | — | 298 | +21,698 | New | Q4 2025 | Jan 23, 2026 |
| TABLEAUX LLC | History | Added to | 21,418 | 519 | 0.37% | 0.21% | 299 | +24 | 0.11% | Q4 2025 | Feb 17, 2026 |
| PFG Private Wealth Management, LLC | History | New | 21,307 | 516 | 0.23% | — | 300 | +21,307 | New | Q4 2025 | Jan 15, 2026 |
| Summit Asset Management, LLC | History | Reduced | 20,623 | 499 | 0.07% | 2.67% | 301 | -693,531 | -97.11% | Q4 2025 | Feb 09, 2026 |
| Mutual Advisors, LLC | History | Added to | 20,314 | 492 | 0.01% | 0.01% | 302 | +2,253 | 12.47% | Q4 2025 | Feb 02, 2026 |
| Silicon Valley Capital Partners | History | Added to | 19,883 | 481 | 0.04% | 0.04% | 303 | +276 | 1.41% | Q4 2025 | Feb 13, 2026 |
| Spire Wealth Management | History | Added to | 19,667 | 476 | 0.02% | 0.01% | 304 | +2,963 | 17.74% | Q4 2025 | Jan 14, 2026 |
| HRT FINANCIAL LP | History | New | 19,622 | 475 | 0.0% | — | 305 | +19,622 | New | Q4 2025 | Feb 12, 2026 |
| Riverstone Advisors, LLC | History | Added to | 19,521 | 472 | 0.22% | 0.23% | 306 | +117 | 0.6% | Q4 2025 | Feb 02, 2026 |
| Lee Financial Co | History | No change | 19,330 | 468 | 0.06% | 0.06% | 307 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Summit Financial, LLC | History | Reduced | 19,059 | 461 | 0.01% | 0.12% | 308 | -313,995 | -94.28% | Q4 2025 | Feb 13, 2026 |
| High Note Wealth, LLC | History | Added to | 19,010 | 460 | 0.09% | 0.01% | 309 | +16,650 | 705.51% | Q4 2025 | Feb 05, 2026 |
| StoneX Group Inc. | History | Added to | 18,824 | 456 | 0.02% | 0.02% | 310 | +1,293 | 7.38% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 18,654 | 451 | 0.01% | 0.01% | 311 | +1,651 | 9.71% | Q4 2025 | Feb 12, 2026 |
| Rothschild Wealth LLC | History | New | 18,253 | 442 | 0.04% | — | 312 | +18,253 | New | Q4 2025 | Feb 17, 2026 |
| Stockman Wealth Management, Inc. | History | No change | 18,169 | 440 | 0.05% | 0.05% | 313 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Clearstead Trust, LLC | History | New | 17,822 | 431 | 0.07% | — | 314 | +17,822 | New | Q4 2025 | Feb 09, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 17,122 | 414 | 0.02% | 0.03% | 315 | -7,259 | -29.77% | Q4 2025 | Jan 30, 2026 |
| Focus Financial Network, Inc. | History | Added to | 16,352 | 396 | 0.01% | 0.01% | 316 | +193 | 1.19% | Q4 2025 | Jan 12, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | New | 16,220 | 393 | 0.0% | — | 317 | +16,220 | New | Q4 2025 | Jan 28, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 16,221 | 393 | 0.05% | 0.1% | 318 | -10,737 | -39.83% | Q4 2025 | Feb 17, 2026 |
| WIREGRASS INVESTMENT MANAGEMENT LLC | History | New | 15,700 | 380 | 0.32% | — | 320 | +15,700 | New | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 15,687 | 380 | 0.01% | 0.0% | 319 | +1,161 | 7.99% | Q4 2025 | Feb 02, 2026 |
| Eagle Strategies LLC | History | Added to | 15,475 | 374 | 0.05% | 0.05% | 321 | +149 | 0.97% | Q4 2025 | Jan 23, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 15,409 | 373 | 0.01% | 0.01% | 322 | -326 | -2.07% | Q4 2025 | Feb 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 15,294 | 370 | 0.0% | — | 323 | +15,294 | New | Q4 2025 | Mar 25, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 15,130 | 366 | 0.1% | 0.15% | 324 | -7,179 | -32.18% | Q4 2025 | Feb 06, 2026 |
| KPP Advisory Services LLC | History | Added to | 15,115 | 366 | 0.05% | 0.04% | 325 | +2,682 | 21.57% | Q4 2025 | Feb 02, 2026 |
| Financial Advisory Corp | History | Added to | 14,951 | 362 | 0.05% | 0.05% | 326 | +207 | 1.4% | Q4 2025 | Jan 27, 2026 |
| Walleye Partners, LLC | History | New | 14,821 | 359 | 0.4% | — | 327 | +14,821 | New | Q4 2025 | Jan 28, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 14,764 | 357 | 0.0% | 0.0% | 328 | +8,390 | 131.63% | Q4 2025 | Feb 13, 2026 |
| World Investment Advisors | History | Added to | 14,724 | 356 | 0.01% | 0.01% | 329 | +3,065 | 26.29% | Q4 2025 | Mar 12, 2026 |
| Pine Haven Investment Counsel, Inc | History | Added to | 14,700 | 356 | 0.25% | 0.21% | 330 | +2,700 | 22.5% | Q4 2025 | Jan 08, 2026 |
| Ancora Advisors LLC | History | Added to | 14,660 | 355 | 0.01% | 0.01% | 331 | +2,684 | 22.41% | Q4 2025 | Feb 17, 2026 |
| Seneca House Advisors | History | Added to | 14,615 | 354 | 0.13% | 0.13% | 333 | +1,227 | 9.16% | Q4 2025 | Feb 17, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 14,637 | 354 | 0.02% | 0.02% | 332 | -454 | -3.01% | Q4 2025 | Feb 13, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Reduced | 14,566 | 352 | 0.06% | 0.06% | 334 | -8 | -0.05% | Q4 2025 | Jan 28, 2026 |
| Wellington Shields & Co., LLC | History | New | 14,420 | 349 | 0.09% | — | 335 | +14,420 | New | Q4 2025 | Feb 09, 2026 |
| American Money Management, LLC | History | New | 14,325 | 347 | 0.05% | — | 336 | +14,325 | New | Q4 2025 | Feb 10, 2026 |
| Wealthspire Advisors, LLC | History | No change | 14,305 | 346 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 14,057 | 340 | 0.02% | 0.02% | 338 | +706 | 5.29% | Q4 2025 | Feb 03, 2026 |
| Trust Co of Kansas | History | No change | 13,973 | 339 | 0.16% | 0.16% | 339 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Added to | 13,672 | 331 | 0.1% | 0.1% | 340 | +142 | 1.05% | Q4 2025 | Feb 12, 2026 |
| Sunbelt Securities, Inc. | History | No change | 13,642 | 330 | 0.02% | 0.02% | 341 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Cornerstone Wealth Management, LLC | History | New | 13,593 | 329 | 0.02% | — | 342 | +13,593 | New | Q4 2025 | Feb 05, 2026 |
| Willis Johnson & Associates, Inc. | History | No change | 13,440 | 325 | 0.02% | 0.02% | 343 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 13,090 | 317 | 0.01% | 0.02% | 344 | -4,932 | -27.37% | Q4 2025 | Feb 04, 2026 |
| Evergreen Wealth Partners LLC | History | New | 13,056 | 316 | 0.27% | — | 345 | +13,056 | New | Q4 2025 | Feb 05, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Reduced | 12,987 | 314 | 0.07% | 0.09% | 346 | -4,698 | -26.56% | Q4 2025 | Jan 22, 2026 |
| Yoder Wealth Management, Inc. | History | Added to | 12,950 | 313 | 0.14% | 0.13% | 347 | +1,950 | 17.73% | Q4 2025 | Jan 22, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | No change | 12,706 | 307 | 0.14% | 0.14% | 348 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Cloud Capital Management, LLC | History | Added to | 12,660 | 306 | 0.14% | 0.09% | 349 | +5,516 | 77.21% | Q4 2025 | Feb 12, 2026 |
| Ferguson Johnson Wealth Management Inc | History | New | 12,593 | 305 | 0.25% | — | 350 | +12,593 | New | Q4 2025 | Feb 06, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 12,500 | 302 | 0.02% | 0.02% | 351 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 12,312 | 298 | 0.08% | 0.08% | 352 | -543 | -4.22% | Q4 2025 | Feb 06, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 12,109 | 293 | 0.01% | — | 355 | +12,109 | New | Q4 2025 | Feb 13, 2026 |
| Trust Co | History | Added to | 12,113 | 293 | 0.03% | 0.02% | 354 | +5,231 | 76.01% | Q4 2025 | Jan 15, 2026 |
| Savant Capital, LLC | History | Reduced | 12,109 | 293 | 0.0% | 0.0% | 353 | -1,379 | -10.22% | Q4 2025 | Feb 10, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 12,030 | 291 | 0.01% | 0.01% | 356 | +29 | 0.24% | Q4 2025 | Jan 23, 2026 |
| Horizons Wealth Management | History | Reduced | 11,862 | 287 | 0.19% | 0.22% | 357 | -1,360 | -10.29% | Q4 2025 | Jan 05, 2026 |
| Buttonwood Financial Advisors Inc. | History | Reduced | 11,658 | 282 | 0.09% | 0.1% | 358 | -103 | -0.88% | Q4 2025 | Feb 04, 2026 |
| AMG National Trust Bank | History | No change | 11,598 | 281 | 0.01% | 0.01% | 359 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SUMMITRY LLC | History | Reduced | 11,568 | 280 | 0.01% | 0.01% | 360 | -333 | -2.8% | Q4 2025 | Feb 09, 2026 |
| Csenge Advisory Group | History | New | 11,456 | 277 | 0.01% | — | 361 | +11,456 | New | Q4 2025 | Feb 06, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 11,426 | 276 | 0.06% | 0.06% | 362 | +590 | 5.44% | Q4 2025 | Jan 16, 2026 |
| J.E. Simmons & Co., P.C. | History | New | 10,780 | 261 | 0.17% | — | 363 | +10,780 | New | Q4 2025 | Feb 13, 2026 |
| Greenspring Advisors, LLC | History | New | 10,758 | 260 | 0.02% | — | 364 | +10,758 | New | Q4 2025 | Feb 10, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | New | 10,624 | 257 | 0.21% | — | 365 | +10,624 | New | Q4 2025 | Feb 02, 2026 |
| Highland Financial Advisors, LLC | History | No change | 10,575 | 256 | 0.07% | 0.07% | 366 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Ledyard National Bank | History | Reduced | 10,510 | 254 | 0.02% | 0.03% | 367 | -3,969 | -27.41% | Q4 2025 | Jan 21, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 10,462 | 253 | 0.01% | 0.01% | 368 | +109 | 1.05% | Q4 2025 | Jan 28, 2026 |
| VestGen Advisors, LLC | History | New | 10,408 | 252 | 0.01% | — | 369 | +10,408 | New | Q4 2025 | Feb 17, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 10,385 | 251 | 0.04% | 0.04% | 370 | -656 | -5.94% | Q4 2025 | Feb 10, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 10,413 | 251 | 0.0% | 0.01% | 371 | -283 | -2.65% | Q4 2025 | Feb 12, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 10,285 | 249 | 0.01% | 0.01% | 372 | -211 | -2.01% | Q4 2025 | Feb 10, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 10,228 | 247 | 0.17% | 0.19% | 373 | +142 | 1.41% | Q4 2025 | Feb 11, 2026 |
| GPS Wealth Strategies Group, LLC | History | New | 10,160 | 246 | 0.21% | — | 374 | +10,160 | New | Q4 2025 | Feb 06, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Reduced | 10,070 | 243 | 0.06% | 1.47% | 375 | -197,959 | -95.16% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 10,033 | 243 | 0.0% | 0.0% | 376 | +337 | 3.48% | Q4 2025 | Feb 12, 2026 |
| Bank of New Hampshire | History | New | 9,925 | 240 | 0.05% | — | 377 | +9,925 | New | Q4 2025 | Mar 16, 2026 |
| Betterment LLC | History | Added to | 9,814 | 238 | 0.0% | 0.0% | 378 | +824 | 9.17% | Q4 2025 | Feb 12, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | No change | 9,760 | 236 | 0.06% | 0.05% | 379 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Trinity Wealth Management, LLC | History | New | 9,708 | 235 | 0.09% | — | 380 | +9,708 | New | Q4 2025 | Jan 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 9,664 | 234 | 0.0% | 0.0% | 381 | +369 | 3.97% | Q4 2025 | Jan 20, 2026 |
| Maridea Wealth Management LLC | History | New | 9,437 | 228 | 0.03% | — | 382 | +9,437 | New | Q4 2025 | Jan 08, 2026 |
| Cypress Wealth Services, LLC | History | No change | 9,399 | 227 | 0.03% | 0.04% | 383 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Van Hulzen Asset Management, LLC | History | New | 9,368 | 226 | 0.02% | — | 384 | +9,368 | New | Q4 2025 | Feb 06, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | New | 9,310 | 225 | 0.15% | — | 385 | +9,310 | New | Q4 2025 | Feb 04, 2026 |
| CFO CAPITAL MANAGEMENT LLC | History | New | 9,305 | 225 | 0.17% | — | 386 | +9,305 | New | Q4 2025 | Mar 02, 2026 |
| J. L. Bainbridge & Co., Inc. | History | No change | 9,148 | 221 | 0.02% | 0.02% | 387 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Advisor OS, LLC | History | New | 9,109 | 220 | 0.02% | — | 388 | +9,109 | New | Q4 2025 | Feb 04, 2026 |
| Calamos Wealth Management LLC | History | No change | 9,060 | 219 | 0.01% | 0.01% | 389 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 8,970 | 217 | 0.05% | — | 390 | +8,970 | New | Q4 2025 | Feb 18, 2026 |
| Fortune Financial Group, Inc. | History | New | 8,537 | 212 | 0.21% | — | 391 | +8,537 | New | Q4 2025 | Feb 11, 2026 |
| MinichMacGregor Wealth Management, LLC | History | No change | 8,590 | 208 | 0.04% | 0.04% | 392 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 8,554 | 207 | 0.06% | 0.07% | 393 | -398 | -4.45% | Q4 2025 | Jan 29, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 8,493 | 206 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 8,436 | 204 | 0.02% | 0.02% | 395 | +23 | 0.27% | Q4 2025 | Jan 28, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | New | 8,338 | 202 | 0.05% | — | 396 | +8,338 | New | Q4 2025 | Feb 02, 2026 |
| ALESCO ADVISORS LLC | History | No change | 8,325 | 201 | 0.01% | 0.01% | 397 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 8,277 | 200 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SageView Advisory Group, LLC | History | New | 8,212 | 198 | 0.01% | — | 399 | +8,212 | New | Q4 2025 | Feb 17, 2026 |
| Asset Dedication, LLC | History | Added to | 7,535 | 182 | 0.01% | 0.01% | 400 | +1 | 0.01% | Q4 2025 | Jan 26, 2026 |
| Coastline Trust Co | History | No change | 7,371 | 178 | 0.02% | 0.02% | 401 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| FMR LLC | History | Added to | 7,293 | 176 | 0.0% | 0.0% | 402 | +4,256 | 140.14% | Q4 2025 | Feb 17, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 7,060 | 171 | 0.02% | 0.02% | 403 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 6,404 | 155 | 0.0% | 0.0% | 404 | -374 | -5.52% | Q4 2025 | Feb 09, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 6,261 | 151 | 0.0% | 0.0% | 405 | +4,097 | 189.33% | Q4 2025 | Feb 02, 2026 |
| AE Wealth Management LLC | History | Added to | 5,992 | 145 | 0.0% | 0.0% | 406 | +1,519 | 33.96% | Q4 2025 | Jan 26, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 5,770 | 139 | 0.01% | — | 407 | +5,770 | New | Q4 2025 | Jan 21, 2026 |
| Bogart Wealth, LLC | History | Reduced | 5,345 | 129 | 0.01% | 0.01% | 408 | -241 | -4.31% | Q4 2025 | Jan 30, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 5,075 | 122 | 0.01% | 0.01% | 409 | -78 | -1.51% | Q4 2025 | Jan 26, 2026 |
| GAMMA Investing LLC | History | Added to | 4,958 | 120 | 0.01% | 0.01% | 410 | +98 | 2.02% | Q4 2025 | Jan 05, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 4,842 | 117 | 0.03% | 0.03% | 411 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Addison Advisors LLC | History | No change | 4,140 | 100 | 0.02% | 0.02% | 412 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 3,775 | 91 | 0.01% | 0.01% | 413 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| CNB Bank | History | Added to | 3,736 | 90 | 0.04% | 0.01% | 414 | +2,218 | 146.11% | Q4 2025 | Feb 11, 2026 |
| Bank of Jackson Hole Trust | History | No change | 3,515 | 85 | 0.04% | 0.04% | 415 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Black Cypress Capital Management, LLC | History | Added to | 3,500 | 84 | 0.06% | 0.06% | 416 | +68 | 1.98% | Q4 2025 | Feb 10, 2026 |
| McIlrath & Eck, LLC | History | Added to | 3,151 | 76 | 0.01% | 0.01% | 417 | +207 | 7.03% | Q4 2025 | Feb 03, 2026 |
| Wilmington Savings Fund Society, FSB | History | New | 3,000 | 72 | 0.0% | — | 418 | +3,000 | New | Q4 2025 | Feb 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 2,947 | 71 | 0.0% | 0.0% | 419 | -220 | -6.95% | Q4 2025 | Feb 17, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 2,583 | 62 | 0.01% | 0.01% | 420 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CVA Family Office, LLC | History | No change | 2,520 | 61 | 0.01% | 0.01% | 421 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| AlphaCore Capital LLC | History | No change | 2,500 | 60 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | New | 2,344 | 56 | 0.02% | — | 423 | +2,344 | New | Q4 2025 | Jan 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,267 | 54 | 0.0% | 0.01% | 424 | -13,485 | -85.61% | Q4 2025 | Feb 17, 2026 |
| BOKF, NA | History | New | 2,069 | 50 | 0.0% | — | 425 | +2,069 | New | Q4 2025 | Feb 03, 2026 |
| PROSPERITY BANCSHARES INC | History | New | 2,000 | 48 | 0.04% | — | 427 | +2,000 | New | Q4 2025 | Feb 17, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 2,000 | 48 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| MTM Investment Management, LLC | History | No change | 2,000 | 48 | 0.02% | 0.02% | 428 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 1,670 | 40 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Robbins Farley | History | Added to | 1,580 | 38 | 0.02% | 0.01% | 430 | +273 | 20.89% | Q4 2025 | Jan 23, 2026 |
| Stephens Consulting, LLC | History | Added to | 1,544 | 37 | 0.01% | 0.01% | 431 | +21 | 1.38% | Q4 2025 | Jan 13, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | Reduced | 1,500 | 36 | 0.01% | 0.02% | 432 | -3,000 | -66.67% | Q4 2025 | Feb 10, 2026 |
| EASTERN BANK | History | No change | 1,440 | 34 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Legacy Bridge, LLC | History | Reduced | 1,392 | 33 | 0.01% | 0.02% | 434 | -175 | -11.17% | Q4 2025 | Jan 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,211 | 29 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Hyposwiss Advisors SA | History | New | 1,035 | 25 | 0.02% | — | 437 | +1,035 | New | Q4 2025 | Feb 17, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 1,073 | 25 | 0.01% | 0.01% | 436 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ASSETMARK, INC | History | Added to | 952 | 23 | 0.0% | 0.0% | 438 | +76 | 8.68% | Q4 2025 | Jan 23, 2026 |
| Geneos Wealth Management Inc. | History | No change | 823 | 19 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Colonial Trust Co / SC | History | No change | 800 | 19 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Blue Trust, Inc. | History | Reduced | 780 | 18 | 0.0% | 0.01% | 441 | -31,061 | -97.55% | Q4 2025 | Jan 16, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 729 | 17 | 0.0% | — | 442 | +729 | New | Q4 2025 | Feb 13, 2026 |
| Kennebec Savings Bank | History | No change | 665 | 16 | 0.01% | 0.01% | 443 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 621 | 15 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 625 | 15 | 0.01% | 0.01% | 445 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Capital Analysts, LLC | History | No change | 485 | 12 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 450 | 10 | 0.0% | 0.0% | 447 | -2 | -0.44% | Q4 2025 | Jan 23, 2026 |
| First PREMIER Bank | History | No change | 315 | 8 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SHP Wealth Management | History | New | 275 | 6 | 0.0% | — | 449 | +275 | New | Q4 2025 | Mar 04, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 165 | 4 | 0.0% | 0.0% | 450 | +2 | 1.23% | Q4 2025 | Feb 10, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 111 | 3 | 0.0% | — | 451 | +111 | New | Q4 2025 | Feb 12, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 68 | 1 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -421,532 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -103,686 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -74,953 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Centric Wealth Management | History | Closed out | 0 | 0 | — | 0.4% | — | -73,956 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Matthew Goff Investment Advisor, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -67,055 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.16% | — | -51,977 | -100.0% | Q3 2025 | Nov 12, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -43,876 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Smith Salley Wealth Management | History | Closed out | 0 | 0 | — | 0.03% | — | -22,236 | -100.0% | Q3 2025 | Oct 20, 2025 |
| 1900 WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -21,799 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Steele Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -18,876 | -100.0% | Q3 2025 | Oct 24, 2025 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,632 | -100.0% | Q3 2025 | Mar 31, 2026 |
| NOVEM GROUP | History | Closed out | 0 | 0 | — | 0.04% | — | -14,237 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | Closed out | 0 | 0 | — | 0.16% | — | -13,681 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Montis Financial, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -10,280 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Cyr Financial Inc. | History | Closed out | 0 | 0 | — | 0.16% | — | -9,481 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Blue Barn Wealth, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -9,112 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MKT Advisors LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -8,717 | -100.0% | Q3 2025 | Oct 17, 2025 |
| ROMAN BUTLER FULLERTON & CO | History | Closed out | 0 | 0 | — | 0.06% | — | -8,638 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Koesten, Hirschmann & Crabtree, INC. | History | Closed out | 0 | 0 | — | 0.06% | — | -5,110 | -100.0% | Q3 2025 | Nov 05, 2025 |
| United Community Bank | History | Closed out | 0 | 0 | — | 0.03% | — | -4,082 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Sachetta, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,000 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -986 | -100.0% | Q3 2025 | Nov 06, 2025 |
| NBT BANK N A /NY | History | Closed out | 0 | 0 | — | 0.0% | — | -750 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Kozak & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -565 | -100.0% | Q3 2025 | Nov 18, 2025 |
| LOGAN CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -283 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1 | 0 | — | 0.0% | — | -218 | -99.54% | Q4 2025 | Feb 09, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -124 | -100.0% | Q3 2025 | Nov 10, 2025 |
| CITIGROUP INC | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |