iSHARES TRUST - IBDS
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 19 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 | 8,954,826 | 217,423 | 0.02% | 0.01% | 1 | +501,456 | 5.93% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 5,175,746 | 125,642 | 0.19% | 0.16% | 2 | +1,319,159 | 34.21% | Q4 2025 | Feb 18, 2026 |
| Align Financial, LLC | History | New | 103,597 | 103,597 | 0.06% | — | 3 | +103,597 | New | Q4 2025 | Feb 17, 2026 |
| HM PAYSON & CO | History | Added to | 4,238,514 | 102,911 | 1.45% | 1.26% | 4 | +652,309 | 18.19% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 4,139,603 | 100,509 | 0.01% | 0.01% | 5 | +256,404 | 6.6% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 3,902,503 | 94,752 | 0.02% | 0.01% | 6 | +663,893 | 20.5% | Q4 2025 | Jan 29, 2026 |
| Lido Advisors, LLC | History | Reduced | 3,557,411 | 86,585 | 0.26% | 0.27% | 7 | -93 | -0.0% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,347,383 | 81,274 | 0.03% | 0.02% | 8 | +270,759 | 8.8% | Q4 2025 | Feb 18, 2026 |
| LPL Financial LLC | History | Added to | 3,248,280 | 78,868 | 0.02% | 0.02% | 9 | +383,068 | 13.37% | Q4 2025 | Feb 11, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 1,982,691 | 48,139 | 3.23% | 2.44% | 10 | +522,395 | 35.77% | Q4 2025 | Jan 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,965,867 | 47,731 | 0.01% | 0.01% | 11 | +43,011 | 2.24% | Q4 2025 | Feb 13, 2026 |
| CAPITAL ADVISORS INC/OK | History | Reduced | 1,841,812 | 44,719 | 0.72% | 1.79% | 12 | -2,567,321 | -58.23% | Q4 2025 | Jan 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,799,646 | 43,695 | 0.05% | 0.04% | 13 | +226,438 | 14.39% | Q4 2025 | Feb 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,720,169 | 41,766 | 0.01% | 0.01% | 14 | +113,496 | 7.06% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,637,026 | 39,746 | 0.01% | — | 15 | +1,637,026 | New | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 1,621,156 | 39,361 | 0.6% | 0.57% | 16 | +189,511 | 13.24% | Q4 2025 | Jan 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,537,007 | 37,318 | 0.05% | 0.04% | 17 | +229,779 | 17.58% | Q4 2025 | Feb 12, 2026 |
| Gratus Wealth Advisors, LLC | History | Added to | 1,401,987 | 34,040 | 4.72% | 4.61% | 18 | +56,512 | 4.2% | Q4 2025 | Feb 04, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 1,362,891 | 33,090 | 2.07% | 2.22% | 19 | -15,075 | -1.09% | Q4 2025 | Jan 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,360,874 | 33,042 | 0.06% | 0.04% | 20 | +459,738 | 51.02% | Q4 2025 | Feb 17, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Added to | 1,277,191 | 31,010 | 1.58% | 1.55% | 21 | +47,992 | 3.9% | Q4 2025 | Feb 03, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 1,258,895 | 30,565 | 2.06% | 2.19% | 22 | -9,588 | -0.76% | Q4 2025 | Jan 13, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Added to | 1,237,573 | 30,048 | 1.14% | 1.09% | 23 | +64,623 | 5.51% | Q4 2025 | Feb 13, 2026 |
| RVW Wealth, LLC | History | Added to | 1,170,581 | 28,421 | 2.17% | 1.97% | 24 | +133,386 | 12.86% | Q4 2025 | Jan 12, 2026 |
| Venture Visionary Partners LLC | History | Added to | 1,161,524 | 28,358 | 0.92% | 0.96% | 25 | +11,919 | 1.04% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,133,191 | 27,513 | 0.04% | 0.04% | 26 | +16,089 | 1.44% | Q4 2025 | Feb 02, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,113,008 | 27,023 | 0.02% | 0.02% | 27 | +96,208 | 9.46% | Q4 2025 | Feb 13, 2026 |
| Klingman & Associates, LLC | History | Added to | 1,027,244 | 24,941 | 1.2% | 1.21% | 28 | +39,182 | 3.97% | Q4 2025 | Jan 29, 2026 |
| TABR Capital Management, LLC | History | Reduced | 959,461 | 23,295 | 15.54% | 17.65% | 29 | -99,057 | -9.36% | Q4 2025 | Jan 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 924,830 | 22,454 | 0.01% | 0.01% | 30 | +300,871 | 48.22% | Q4 2025 | Feb 10, 2026 |
| THREADGILL FINANCIAL, LLC | History | New | 866,444 | 21,616 | 8.9% | — | 31 | +866,444 | New | Q4 2025 | Jan 08, 2026 |
| Wick Capital Partners, LLC | History | Added to | 808,371 | 19,627 | 3.52% | 3.27% | 32 | +243,968 | 43.23% | Q4 2025 | Mar 02, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 803,482 | 19,508 | 1.87% | 1.69% | 33 | +82,132 | 11.39% | Q4 2025 | Feb 23, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 802,073 | 19,474 | 0.08% | 0.08% | 34 | +120,866 | 17.74% | Q4 2025 | Feb 13, 2026 |
| REBALANCE, LLC | History | Added to | 772,355 | 18,752 | 1.1% | 1.03% | 35 | +71,100 | 10.14% | Q4 2025 | Jan 15, 2026 |
| Summit Asset Management, LLC | History | Added to | 762,818 | 18,521 | 2.62% | 2.68% | 36 | +47,064 | 6.58% | Q4 2025 | Feb 09, 2026 |
| Glenview Trust Co | History | Added to | 741,655 | 18,007 | 0.28% | 0.27% | 37 | +32,999 | 4.66% | Q4 2025 | Feb 09, 2026 |
| Focus Partners Wealth | History | Added to | 731,736 | 17,766 | 0.02% | 0.01% | 38 | +423,517 | 137.41% | Q4 2025 | Feb 13, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 730,315 | 17,731 | 0.2% | 0.19% | 39 | +26,731 | 3.8% | Q4 2025 | Feb 02, 2026 |
| NewEdge Advisors, LLC | History | Added to | 723,911 | 17,576 | 0.06% | 0.07% | 40 | +89,572 | 14.12% | Q4 2025 | Feb 18, 2026 |
| US BANCORP \DE\ | History | Added to | 669,230 | 16,248 | 0.02% | 0.02% | 41 | +52,837 | 8.57% | Q4 2025 | Jan 30, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 637,204 | 15,471 | 0.08% | 0.05% | 42 | +263,067 | 70.31% | Q4 2025 | Jan 29, 2026 |
| CENTRAL TRUST Co | History | Added to | 601,744 | 14,610 | 0.29% | 0.25% | 43 | +102,055 | 20.42% | Q4 2025 | Feb 02, 2026 |
| SPINNAKER TRUST | History | Added to | 586,946 | 14,251 | 0.76% | 0.71% | 44 | +63,631 | 12.16% | Q4 2025 | Feb 10, 2026 |
| ARROW FINANCIAL CORP | History | Added to | 576,590 | 13,999 | 1.4% | 1.39% | 45 | +19,657 | 3.53% | Q4 2025 | Feb 05, 2026 |
| Meiji Yasuda Life Insurance Co | History | Added to | 568,000 | 13,791 | 0.4% | 0.26% | 46 | +203,000 | 55.62% | Q4 2025 | Feb 11, 2026 |
| Global Retirement Partners, LLC | History | Added to | 564,254 | 13,700 | 0.24% | 0.29% | 47 | +38,777 | 7.38% | Q4 2025 | Feb 06, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 563,512 | 13,682 | 0.15% | 0.02% | 48 | +495,519 | 728.78% | Q4 2025 | Jan 20, 2026 |
| Strid Group, LLC | History | Added to | 528,023 | 12,820 | 1.6% | 1.35% | 49 | +92,538 | 21.25% | Q4 2025 | Jan 26, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Added to | 521,963 | 12,673 | 0.92% | 0.8% | 50 | +77,683 | 17.49% | Q4 2025 | Feb 12, 2026 |
| EP Wealth Advisors, LLC | History | New | 516,198 | 12,533 | 0.07% | — | 51 | +516,198 | New | Q4 2025 | Feb 18, 2026 |
| CWM, LLC | History | Reduced | 499,775 | 12,135 | 0.03% | 0.04% | 52 | -27,623 | -5.24% | Q4 2025 | Jan 26, 2026 |
| Northstar Group, Inc. | History | Added to | 455,534 | 11,060 | 1.51% | 1.32% | 53 | +82,492 | 22.11% | Q4 2025 | Feb 13, 2026 |
| Windsor Capital Management, LLC | History | Reduced | 441,069 | 10,709 | 2.96% | 2.99% | 54 | -3,822 | -0.86% | Q4 2025 | Jan 15, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 438,090 | 10,636 | 0.35% | 0.31% | 55 | +71,448 | 19.49% | Q4 2025 | Feb 09, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 437,357 | 10,619 | 0.07% | 0.08% | 56 | +46,113 | 11.79% | Q4 2025 | Feb 18, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 434,627 | 10,552 | 1.74% | 1.74% | 57 | +17,329 | 4.15% | Q4 2025 | Feb 06, 2026 |
| First International Bank of Israel Ltd. | History | No change | 423,549 | 10,283 | 4.91% | 5.85% | 58 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NOVEM GROUP | History | Added to | 410,904 | 9,976 | 1.15% | 1.1% | 59 | +24,814 | 6.43% | Q4 2025 | Jan 27, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 393,499 | 9,554 | 0.14% | 0.14% | 60 | -22,636 | -5.44% | Q4 2025 | Jan 05, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 388,687 | 9,437 | 0.19% | 0.2% | 61 | -64,429 | -14.22% | Q4 2025 | Feb 05, 2026 |
| Allworth Financial LP | History | New | 385,907 | 9,369 | 0.04% | — | 62 | +385,907 | New | Q4 2025 | Feb 05, 2026 |
| BlackRock, Inc. | History | Added to | 370,596 | 8,998 | 0.0% | 0.0% | 63 | +291,516 | 368.63% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Planning, LLC | History | New | 358,586 | 8,714 | 2.02% | — | 64 | +358,586 | New | Q4 2025 | Mar 17, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Added to | 353,318 | 8,578 | 3.99% | 3.76% | 65 | +35,620 | 11.21% | Q4 2025 | Jan 15, 2026 |
| Peloton Wealth Strategists | History | Added to | 350,425 | 8,508 | 3.3% | 3.25% | 66 | +11,355 | 3.35% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Reduced | 347,422 | 8,435 | 0.01% | 0.01% | 67 | -14,745 | -4.07% | Q4 2025 | Feb 17, 2026 |
| InvesTrust | History | Reduced | 343,920 | 8,350 | 3.23% | 3.12% | 68 | -6,600 | -1.88% | Q4 2025 | Jan 14, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | Added to | 337,111 | 8,185 | 4.49% | 4.31% | 69 | +22,898 | 7.29% | Q4 2025 | Feb 12, 2026 |
| PFG Private Wealth Management, LLC | History | New | 327,715 | 7,956 | 3.48% | — | 70 | +327,715 | New | Q4 2025 | Jan 15, 2026 |
| Atria Investments, Inc | History | Added to | 322,395 | 7,827 | 0.09% | 0.06% | 71 | +117,810 | 57.58% | Q4 2025 | Feb 05, 2026 |
| Merit Financial Group, LLC | History | Added to | 302,613 | 7,347 | 0.06% | 0.05% | 72 | +73,804 | 32.26% | Q4 2025 | Jan 26, 2026 |
| Kesler, Norman & Wride, LLC | History | Added to | 301,658 | 7,324 | 1.26% | 0.91% | 73 | +108,445 | 56.13% | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | Added to | 293,946 | 7,137 | 0.16% | 0.19% | 74 | +690 | 0.24% | Q4 2025 | Feb 06, 2026 |
| SPRENG CAPITAL MANAGEMENT, INC. | History | Added to | 290,835 | 7,061 | 2.77% | 2.68% | 75 | +15,113 | 5.48% | Q4 2025 | Jan 30, 2026 |
| Cetera Investment Advisers | History | Added to | 285,025 | 6,920 | 0.01% | 0.01% | 76 | +17,643 | 6.6% | Q4 2025 | Feb 17, 2026 |
| OneDigital Investment Advisors LLC | History | New | 271,655 | 6,595 | 0.06% | — | 77 | +271,655 | New | Q4 2025 | Feb 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 267,835 | 6,503 | 0.27% | 0.22% | 78 | +50,514 | 23.24% | Q4 2025 | Feb 09, 2026 |
| Praetorian Wealth Management, Inc. | History | Added to | 266,742 | 6,486 | 1.29% | 1.22% | 79 | +21,499 | 8.77% | Q4 2025 | Jan 14, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 264,283 | 6,416 | 0.12% | 0.11% | 80 | +17,864 | 7.25% | Q4 2025 | Feb 04, 2026 |
| Parallel Advisors, LLC | History | Added to | 261,023 | 6,380 | 0.12% | 0.11% | 81 | +8,988 | 3.57% | Q4 2025 | Feb 11, 2026 |
| Ironwood Financial, llc | History | Added to | 261,413 | 6,347 | 1.08% | 0.86% | 82 | +61,446 | 30.73% | Q4 2025 | Jan 15, 2026 |
| Signature Wealth Management Group | History | Reduced | 260,324 | 6,320 | 2.58% | 2.47% | 83 | -748 | -0.29% | Q4 2025 | Jan 15, 2026 |
| HAMEL ASSOCIATES, INC. | History | Added to | 260,043 | 6,313 | 1.9% | 1.89% | 84 | +7,395 | 2.93% | Q4 2025 | Feb 11, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 258,005 | 6,264 | 0.29% | 0.33% | 85 | +9,380 | 3.77% | Q4 2025 | Jan 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 249,692 | 6,063 | 0.02% | 0.02% | 86 | +9,278 | 3.86% | Q4 2025 | Feb 05, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 246,124 | 5,975 | 0.15% | 0.17% | 87 | -11,176 | -4.34% | Q4 2025 | Feb 17, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 243,522 | 5,912 | 0.36% | 0.35% | 88 | +17,241 | 7.62% | Q4 2025 | Feb 12, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 242,827 | 5,895 | 2.37% | 1.83% | 89 | +48,587 | 25.01% | Q4 2025 | Feb 11, 2026 |
| MCF Advisors LLC | History | Reduced | 241,513 | 5,863 | 0.32% | 0.41% | 90 | -33,529 | -12.19% | Q4 2025 | Feb 11, 2026 |
| Winthrop Partners - WNY, LLC | History | New | 239,890 | 5,824 | 3.14% | — | 91 | +239,890 | New | Q4 2025 | Mar 12, 2026 |
| SONATA CAPITAL GROUP INC | History | Added to | 235,861 | 5,726 | 2.07% | 1.93% | 92 | +21,185 | 9.87% | Q4 2025 | Jan 26, 2026 |
| Probity Advisors, Inc. | History | Added to | 234,269 | 5,688 | 0.91% | 0.85% | 93 | +19,011 | 8.83% | Q4 2025 | Jan 27, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Added to | 230,819 | 5,612 | 2.13% | 2.11% | 94 | +132,339 | 134.38% | Q4 2025 | Feb 10, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 227,156 | 5,515 | 0.3% | 0.31% | 95 | +6,045 | 2.73% | Q4 2025 | Jan 29, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 222,065 | 5,392 | 0.01% | 0.01% | 96 | +3,101 | 1.42% | Q4 2025 | Feb 11, 2026 |
| Krilogy Financial LLC | History | Added to | 221,106 | 5,377 | 0.18% | 0.19% | 97 | +7,201 | 3.37% | Q4 2025 | Jan 27, 2026 |
| Keeler Thomas Management LLC | History | Reduced | 221,477 | 5,377 | 2.56% | 2.23% | 98 | -2,803 | -1.25% | Q4 2025 | Feb 12, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Added to | 221,271 | 5,372 | 1.41% | 1.49% | 99 | +10,110 | 4.79% | Q4 2025 | Feb 13, 2026 |
| Modern Wealth Management, LLC | History | Added to | 214,210 | 5,201 | 0.09% | 0.09% | 100 | +30,967 | 16.9% | Q4 2025 | Feb 17, 2026 |
| ES4, LLC | History | New | 214,094 | 5,198 | 3.58% | — | 101 | +214,094 | New | Q4 2025 | Feb 13, 2026 |
| 4Thought Financial Group Inc. | History | Added to | 213,833 | 5,191 | 2.57% | 2.51% | 102 | +9,609 | 4.71% | Q4 2025 | Jan 29, 2026 |
| Crews Bank & Trust | History | Added to | 212,840 | 5,167 | 0.74% | 0.7% | 103 | +15,650 | 7.94% | Q4 2025 | Jan 21, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 211,361 | 5,131 | 1.19% | 1.1% | 104 | +23,090 | 12.26% | Q4 2025 | Feb 11, 2026 |
| Composition Wealth, LLC | History | Added to | 210,756 | 5,117 | 0.07% | 0.08% | 105 | +4,697 | 2.28% | Q4 2025 | Feb 02, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 201,726 | 4,897 | 0.06% | 0.05% | 106 | -18,219 | -8.28% | Q4 2025 | Feb 13, 2026 |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | History | Added to | 200,585 | 4,870 | 2.85% | 2.72% | 107 | +6,240 | 3.21% | Q4 2025 | Jan 26, 2026 |
| Penobscot Investment Management Company, Inc. | History | Added to | 199,540 | 4,844 | 0.36% | 0.17% | 108 | +110,870 | 125.04% | Q4 2025 | Jan 27, 2026 |
| Leo Wealth, LLC | History | Reduced | 197,599 | 4,797 | 0.35% | 0.63% | 109 | -648 | -0.33% | Q4 2025 | Jan 21, 2026 |
| Quantum Financial Advisors, LLC | History | Added to | 196,694 | 4,775 | 0.54% | 0.55% | 111 | +11,775 | 6.37% | Q4 2025 | Jan 12, 2026 |
| Heartland Bank & Trust Co | History | Added to | 196,693 | 4,775 | 2.02% | 1.87% | 110 | +10,318 | 5.54% | Q4 2025 | Feb 03, 2026 |
| Sightline Wealth Advisors, LLC | History | Reduced | 192,554 | 4,675 | 1.99% | 2.3% | 112 | -17,048 | -8.13% | Q4 2025 | Jan 26, 2026 |
| Sowell Financial Services LLC | History | Added to | 183,153 | 4,446 | 0.16% | 0.16% | 113 | +6,791 | 3.85% | Q4 2025 | Jan 21, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 180,902 | 4,392 | 0.08% | 0.08% | 114 | -2,484 | -1.35% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 179,044 | 4,347 | 0.0% | 0.0% | 115 | +66,805 | 59.52% | Q4 2025 | Feb 17, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Added to | 177,946 | 4,320 | 0.27% | 0.28% | 116 | +669 | 0.38% | Q4 2025 | Jan 21, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 174,049 | 4,225 | 0.89% | 0.92% | 117 | +2,154 | 1.25% | Q4 2025 | Feb 10, 2026 |
| Prospera Financial Services Inc | History | Added to | 173,149 | 4,204 | 0.07% | 0.07% | 118 | +7,864 | 4.76% | Q4 2025 | Feb 09, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 172,871 | 4,199 | 0.01% | 0.0% | 119 | +109,219 | 171.59% | Q4 2025 | Feb 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 172,582 | 4,190 | 0.01% | 0.01% | 120 | -31,957 | -15.62% | Q4 2025 | Feb 17, 2026 |
| Valmark Advisers, Inc. | History | Added to | 171,170 | 4,156 | 0.05% | 0.04% | 121 | +59,212 | 52.89% | Q4 2025 | Jan 26, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 169,866 | 4,124 | 0.02% | 0.02% | 122 | +47,365 | 38.66% | Q4 2025 | Feb 17, 2026 |
| TLWM | History | Reduced | 166,596 | 4,044 | 0.74% | 0.77% | 123 | -8,834 | -5.04% | Q4 2025 | Jan 12, 2026 |
| Robbins Farley | History | Added to | 166,026 | 4,031 | 1.83% | 1.51% | 124 | +16,785 | 11.25% | Q4 2025 | Jan 23, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 163,202 | 3,962 | 0.52% | 0.54% | 125 | +3,184 | 1.99% | Q4 2025 | Jan 30, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Added to | 156,625 | 3,802 | 1.1% | 0.94% | 126 | +27,582 | 21.37% | Q4 2025 | Jan 20, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 153,888 | 3,736 | 0.06% | 0.06% | 127 | +8,363 | 5.75% | Q4 2025 | Jan 22, 2026 |
| Great Diamond Partners, LLC | History | Added to | 152,269 | 3,697 | 0.71% | 0.49% | 128 | +48,457 | 46.68% | Q4 2025 | Feb 06, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 150,202 | 3,646 | 0.29% | 0.29% | 129 | +6,550 | 4.56% | Q4 2025 | Feb 04, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Added to | 149,806 | 3,637 | 0.24% | 0.24% | 130 | +7,336 | 5.15% | Q4 2025 | Feb 05, 2026 |
| Evergreen Private Wealth LLC | History | Added to | 146,397 | 3,554 | 1.4% | 1.34% | 131 | +10,720 | 7.9% | Q4 2025 | Jan 28, 2026 |
| MEMBERS WEALTH LLC | History | Added to | 145,865 | 3,547 | 2.22% | 2.05% | 132 | +12,807 | 9.63% | Q4 2025 | Jan 28, 2026 |
| FF Advisors,LLC | History | Added to | 145,656 | 3,536 | 1.58% | 1.44% | 133 | +22,240 | 18.02% | Q4 2025 | Feb 13, 2026 |
| Breachway Investments LLC | History | New | 143,550 | 3,485 | 3.68% | — | 134 | +143,550 | New | Q4 2025 | Jan 27, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 139,784 | 3,393 | 0.71% | 0.7% | 135 | +8,901 | 6.8% | Q4 2025 | Jan 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 137,146 | 3,329 | 0.0% | 0.0% | 136 | -120,226 | -46.71% | Q4 2025 | Feb 10, 2026 |
| WJ Wealth Management, LLC | History | Added to | 136,545 | 3,315 | 1.45% | 1.37% | 137 | +8,748 | 6.85% | Q4 2025 | Feb 05, 2026 |
| Foundation Wealth Management, LLC | History | Added to | 134,721 | 3,272 | 2.15% | 1.91% | 138 | +11,841 | 9.64% | Q4 2025 | Jan 27, 2026 |
| REGIONS FINANCIAL CORP | History | New | 133,702 | 3,246 | 0.02% | — | 139 | +133,702 | New | Q4 2025 | Jan 27, 2026 |
| Stonebrook Private Inc. | History | Added to | 130,691 | 3,173 | 0.66% | 0.66% | 140 | +4,840 | 3.85% | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 124,676 | 3,029 | 0.0% | 0.0% | 141 | +1,804 | 1.47% | Q4 2025 | Jan 08, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 119,611 | 2,904 | 0.0% | 0.0% | 142 | -58,486 | -32.84% | Q4 2025 | Feb 11, 2026 |
| Fortis Capital Management LLC | History | Reduced | 114,484 | 2,779 | 0.37% | 0.4% | 143 | -1,059 | -0.92% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 114,143 | 2,771 | 0.0% | 0.0% | 144 | +6,649 | 6.19% | Q4 2025 | Feb 13, 2026 |
| SMITH, MOORE & CO. | History | Added to | 113,245 | 2,749 | 0.21% | 0.19% | 145 | +13,031 | 13.0% | Q4 2025 | Jan 23, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | Added to | 111,625 | 2,710 | 1.55% | 1.42% | 146 | +9,875 | 9.71% | Q4 2025 | Feb 12, 2026 |
| LifePlan Financial, LLC | History | Added to | 109,919 | 2,668 | 2.05% | 2.1% | 147 | +1,064 | 0.98% | Q4 2025 | Jan 20, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Added to | 109,081 | 2,648 | 1.44% | 1.04% | 148 | +33,717 | 44.74% | Q4 2025 | Feb 02, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 106,713 | 2,590 | 0.06% | 0.03% | 149 | +53,430 | 100.28% | Q4 2025 | Feb 09, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 106,615 | 2,588 | 0.07% | 0.07% | 150 | -5,282 | -4.72% | Q4 2025 | Feb 06, 2026 |
| Foundry Financial Group, Inc. | History | Reduced | 106,202 | 2,578 | 1.29% | 1.37% | 151 | -1,051 | -0.98% | Q4 2025 | Feb 04, 2026 |
| Marathon Mission, Inc. | History | Added to | 106,093 | 2,575 | 1.49% | 1.54% | 152 | +313 | 0.3% | Q4 2025 | Jan 05, 2026 |
| Integrated Advisors Network LLC | History | Added to | 105,693 | 2,566 | 0.11% | 0.06% | 153 | +48,714 | 85.49% | Q4 2025 | Feb 17, 2026 |
| MTM Investment Management, LLC | History | Added to | 104,388 | 2,534 | 0.81% | 0.52% | 154 | +37,017 | 54.95% | Q4 2025 | Feb 09, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 103,426 | 2,511 | 0.19% | 0.18% | 155 | +14,333 | 16.09% | Q4 2025 | Jan 07, 2026 |
| Centennial Advisors, LLC | History | New | 102,943 | 2,499 | 3.25% | — | 156 | +102,943 | New | Q4 2025 | Jan 22, 2026 |
| Covington Investment Advisors Inc. | History | Added to | 102,783 | 2,496 | 0.34% | 0.28% | 157 | +14,224 | 16.06% | Q4 2025 | Feb 17, 2026 |
| Rossmore Private Capital | History | Added to | 102,712 | 2,493 | 0.22% | 0.22% | 158 | +18,823 | 22.44% | Q4 2025 | Feb 05, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 96,924 | 2,353 | 0.32% | 0.28% | 159 | +13,794 | 16.59% | Q4 2025 | Jan 15, 2026 |
| Addison Advisors LLC | History | Added to | 91,858 | 2,230 | 0.5% | 0.41% | 160 | +19,342 | 26.67% | Q4 2025 | Feb 06, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 91,369 | 2,218 | 0.01% | 0.0% | 161 | +27,419 | 42.88% | Q4 2025 | Feb 17, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 88,511 | 2,149 | 0.04% | 0.04% | 162 | +15,521 | 21.26% | Q4 2025 | Feb 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 86,927 | 2,110 | 0.03% | 0.02% | 163 | +19,384 | 28.7% | Q4 2025 | Jan 29, 2026 |
| Round Rock Advisors LLC | History | Added to | 86,708 | 2,105 | 0.32% | 0.3% | 164 | +9,505 | 12.31% | Q4 2025 | Apr 07, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 86,549 | 2,101 | 0.08% | 0.09% | 165 | +2,575 | 3.07% | Q4 2025 | Jan 14, 2026 |
| Wealthstar Advisors, LLC | History | Added to | 85,261 | 2,070 | 0.91% | 0.82% | 166 | +319 | 0.38% | Q4 2025 | Jan 30, 2026 |
| Equitable Holdings, Inc. | History | Added to | 84,388 | 2,048 | 0.01% | 0.01% | 167 | +38,537 | 84.05% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 80,952 | 1,965 | 0.01% | 0.01% | 168 | +6,615 | 8.9% | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 80,005 | 1,942 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| WRAPMANAGER INC | History | Reduced | 78,955 | 1,917 | 0.65% | 0.72% | 170 | -16,925 | -17.65% | Q4 2025 | Feb 06, 2026 |
| BEACON FINANCIAL GROUP | History | New | 77,819 | 1,889 | 0.19% | — | 171 | +77,819 | New | Q4 2025 | Apr 01, 2026 |
| First Fiduciary Investment Counsel, Inc. | History | Added to | 77,580 | 1,884 | 0.37% | 0.33% | 172 | +7,270 | 10.34% | Q4 2025 | Jan 30, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | Added to | 76,233 | 1,850 | 0.56% | 0.27% | 173 | +38,700 | 103.11% | Q4 2025 | Feb 06, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 75,838 | 1,841 | 0.02% | 0.03% | 174 | -13,584 | -15.19% | Q4 2025 | Feb 09, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Added to | 75,039 | 1,821 | 0.26% | 0.04% | 175 | +63,660 | 559.45% | Q4 2025 | Jan 27, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 74,792 | 1,815 | 0.23% | 0.24% | 176 | +401 | 0.54% | Q4 2025 | Feb 13, 2026 |
| TFR Capital, LLC. | History | Added to | 74,718 | 1,814 | 0.6% | 0.24% | 177 | +45,603 | 156.63% | Q4 2025 | Jan 27, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 74,506 | 1,809 | 0.35% | 0.42% | 178 | -7,210 | -8.82% | Q4 2025 | Feb 04, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 73,810 | 1,792 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| STAR Financial Bank | History | Reduced | 73,585 | 1,786 | 0.91% | 1.07% | 180 | -552 | -0.74% | Q4 2025 | Feb 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 71,860 | 1,744 | 0.02% | 0.02% | 181 | +12,472 | 21.0% | Q4 2025 | Jan 21, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Added to | 70,704 | 1,716 | 0.11% | 0.11% | 182 | +653 | 0.93% | Q4 2025 | Feb 04, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | New | 25,992 | 1,715 | 0.83% | — | 183 | +25,992 | New | Q4 2025 | Jan 09, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 69,255 | 1,681 | 0.19% | 0.17% | 184 | +5,879 | 9.28% | Q4 2025 | Feb 03, 2026 |
| Montecito Bank & Trust | History | Added to | 66,974 | 1,626 | 0.26% | 0.22% | 185 | +7,724 | 13.04% | Q4 2025 | Jan 09, 2026 |
| WealthTrust Axiom LLC | History | Added to | 65,200 | 1,583 | 0.41% | 0.4% | 186 | +3,500 | 5.67% | Q4 2025 | Feb 13, 2026 |
| IFG Advisory, LLC | History | Added to | 64,815 | 1,573 | 0.07% | 0.07% | 187 | +2,427 | 3.89% | Q4 2025 | Feb 10, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 64,448 | 1,564 | 0.96% | 1.08% | 188 | -10,446 | -13.95% | Q4 2025 | Jan 29, 2026 |
| AlTi Global, Inc. | History | No change | 63,500 | 1,541 | 0.03% | 0.04% | 189 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Arcataur Capital Management LLC | History | Reduced | 62,625 | 1,520 | 0.44% | 0.45% | 190 | -613 | -0.97% | Q4 2025 | Jan 27, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | Reduced | 60,883 | 1,478 | 0.97% | 1.05% | 191 | -6,724 | -9.95% | Q4 2025 | Jan 22, 2026 |
| Granite Harbor Advisors, Inc. | History | Reduced | 60,646 | 1,472 | 0.62% | 0.87% | 192 | -24,741 | -28.98% | Q4 2025 | Jan 22, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 60,428 | 1,467 | 0.16% | 0.16% | 193 | +241 | 0.4% | Q4 2025 | Jan 29, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 60,237 | 1,462 | 0.08% | 0.09% | 194 | -1,319 | -2.14% | Q4 2025 | Jan 29, 2026 |
| Austin Private Wealth, LLC | History | Added to | 60,053 | 1,458 | 0.11% | 0.11% | 195 | +318 | 0.53% | Q4 2025 | Jan 20, 2026 |
| Jefferson Bridge Capital, LLC | History | New | 58,507 | 1,420 | 1.43% | — | 196 | +58,507 | New | Q4 2025 | Jan 21, 2026 |
| DAVENPORT & Co LLC | History | Added to | 58,174 | 1,412 | 0.01% | 0.01% | 197 | +25 | 0.04% | Q4 2025 | Jan 12, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 58,107 | 1,410 | 0.2% | 0.2% | 198 | +776 | 1.35% | Q4 2025 | Feb 04, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 57,807 | 1,403 | 0.23% | 0.2% | 199 | +8,624 | 17.53% | Q4 2025 | Jan 20, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Added to | 57,378 | 1,393 | 0.09% | 0.08% | 200 | +10,000 | 21.11% | Q4 2025 | Jan 26, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Reduced | 56,940 | 1,382 | 0.24% | 0.26% | 201 | -20 | -0.04% | Q4 2025 | Feb 17, 2026 |
| Reliant Wealth Planning | History | Reduced | 56,112 | 1,362 | 0.43% | 0.45% | 202 | -1,349 | -2.35% | Q4 2025 | Feb 12, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 55,925 | 1,357 | 0.45% | 0.43% | 203 | +4,091 | 7.89% | Q4 2025 | Jan 28, 2026 |
| CGN Advisors LLC | History | Reduced | 55,458 | 1,346 | 0.11% | 0.11% | 204 | -1,400 | -2.46% | Q4 2025 | Jan 05, 2026 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | History | Added to | 54,454 | 1,322 | 0.61% | 0.63% | 205 | +823 | 1.53% | Q4 2025 | Jan 15, 2026 |
| WESBANCO BANK INC | History | New | 53,977 | 1,310 | 0.04% | — | 206 | +53,977 | New | Q4 2025 | Feb 03, 2026 |
| MidFirst Bank | History | New | 53,815 | 1,306 | 0.1% | — | 207 | +53,815 | New | Q4 2025 | Feb 25, 2026 |
| Element Wealth, LLC | History | Added to | 51,523 | 1,250 | 0.52% | 0.54% | 208 | +265 | 0.52% | Q4 2025 | Feb 13, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 51,347 | 1,246 | 0.04% | 0.03% | 209 | +5,457 | 11.89% | Q4 2025 | Jan 23, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 50,992 | 1,238 | 0.14% | 0.15% | 210 | +318 | 0.63% | Q4 2025 | Jan 15, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | Added to | 50,419 | 1,224 | 0.54% | 0.44% | 211 | +9,031 | 21.82% | Q4 2025 | Jan 20, 2026 |
| Redwood Financial Network Corp | History | Added to | 50,353 | 1,222 | 0.78% | 0.76% | 212 | +957 | 1.94% | Q4 2025 | Feb 10, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 48,785 | 1,184 | 0.0% | 0.0% | 213 | +15,066 | 44.68% | Q4 2025 | Mar 16, 2026 |
| COMERICA BANK | History | Added to | 48,253 | 1,171 | 0.0% | 0.0% | 214 | +7,002 | 16.97% | Q4 2025 | Jan 29, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 48,078 | 1,167 | 0.1% | 0.07% | 215 | +13,960 | 40.92% | Q4 2025 | Feb 06, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 47,110 | 1,143 | 0.22% | 0.15% | 217 | +16,929 | 56.09% | Q4 2025 | Jan 14, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 47,042 | 1,143 | 0.04% | 0.03% | 218 | +11,508 | 32.39% | Q4 2025 | Jan 23, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 47,099 | 1,143 | 0.03% | 0.03% | 216 | -10,300 | -17.94% | Q4 2025 | Feb 11, 2026 |
| Farmers National Bank | History | New | 46,997 | 1,141 | 0.25% | — | 219 | +46,997 | New | Q4 2025 | Mar 12, 2026 |
| Balentine LLC | History | Added to | 46,731 | 1,134 | 0.04% | 0.04% | 220 | +597 | 1.29% | Q4 2025 | Feb 02, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 46,539 | 1,129 | 0.16% | 0.17% | 221 | +153 | 0.33% | Q4 2025 | Feb 06, 2026 |
| Weaver Consulting Group | History | Reduced | 46,203 | 1,121 | 0.27% | 0.32% | 222 | -5,478 | -10.6% | Q4 2025 | Feb 10, 2026 |
| ADIRONDACK TRUST CO | History | Added to | 44,479 | 1,079 | 0.35% | 0.34% | 223 | +3,125 | 7.56% | Q4 2025 | Jan 08, 2026 |
| Walleye Partners, LLC | History | New | 43,276 | 1,050 | 1.17% | — | 224 | +43,276 | New | Q4 2025 | Jan 28, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 42,347 | 1,028 | 0.12% | 0.05% | 225 | +26,400 | 165.55% | Q4 2025 | Jan 13, 2026 |
| Gilbert Capital Group, Inc. | History | Reduced | 42,214 | 1,024 | 0.77% | 0.84% | 226 | -2,635 | -5.88% | Q4 2025 | Jan 23, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 41,661 | 1,011 | 0.06% | 0.19% | 227 | -83,495 | -66.71% | Q4 2025 | Feb 13, 2026 |
| 4J Wealth Management LLC | History | Reduced | 40,962 | 994 | 0.57% | 0.65% | 228 | -4,557 | -10.01% | Q4 2025 | Jan 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 40,023 | 971 | 0.0% | 0.0% | 229 | +16,297 | 68.69% | Q4 2025 | Feb 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 39,561 | 960 | 0.0% | 0.0% | 230 | +3,492 | 9.68% | Q4 2025 | Feb 10, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Added to | 39,273 | 954 | 0.01% | 0.01% | 231 | +4,205 | 11.99% | Q4 2025 | Jan 28, 2026 |
| Twin Cities Retirement Group LLC | History | New | 38,953 | 945 | 0.91% | — | 233 | +38,953 | New | Q4 2025 | Feb 09, 2026 |
| Timber Creek Capital Management LLC | History | Added to | 38,926 | 945 | 0.22% | 0.22% | 232 | +2,360 | 6.45% | Q4 2025 | Jan 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 38,882 | 944 | 0.0% | 0.0% | 234 | +1,997 | 5.41% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 38,303 | 930 | 0.01% | 0.0% | 235 | +17,734 | 86.22% | Q4 2025 | Feb 12, 2026 |
| HRT FINANCIAL LP | History | Added to | 38,296 | 929 | 0.0% | 0.0% | 236 | +25,453 | 198.19% | Q4 2025 | Feb 12, 2026 |
| DARA CAPITAL US, INC. | History | New | 37,063 | 899 | 0.8% | — | 237 | +37,063 | New | Q4 2025 | Jan 23, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 36,556 | 887 | 0.06% | 0.05% | 238 | +8,199 | 28.91% | Q4 2025 | Jan 23, 2026 |
| 10Elms LLP | History | Reduced | 36,565 | 887 | 0.81% | 0.8% | 239 | -110 | -0.3% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 36,432 | 884 | 0.01% | 0.01% | 240 | +1,958 | 5.68% | Q4 2025 | Feb 02, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Added to | 36,352 | 882 | 0.1% | 0.05% | 241 | +18,575 | 104.49% | Q4 2025 | Jan 14, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Reduced | 35,573 | 863 | 0.72% | 0.74% | 242 | -1,157 | -3.15% | Q4 2025 | Jan 23, 2026 |
| FIRST INTERSTATE BANK | History | No change | 35,211 | 854 | 0.05% | 0.05% | 243 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Advisory Services Network, LLC | History | Added to | 34,986 | 849 | 0.01% | 0.01% | 244 | +438 | 1.27% | Q4 2025 | Feb 17, 2026 |
| Cypress Point Wealth Management, LLC | History | No change | 35,000 | 849 | 0.19% | 0.17% | 245 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 34,672 | 841 | 0.18% | 0.24% | 246 | -8,086 | -18.91% | Q4 2025 | Feb 02, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 34,614 | 840 | 0.1% | 0.11% | 247 | +486 | 1.42% | Q4 2025 | Jan 14, 2026 |
| DUDLEY CAPITAL MANAGEMENT, LLC | History | Added to | 34,175 | 829 | 0.36% | 0.21% | 248 | +14,850 | 76.84% | Q4 2025 | Feb 02, 2026 |
| HORAN Wealth, LLC | History | Reduced | 34,156 | 829 | 0.13% | 0.15% | 249 | -5,997 | -14.94% | Q4 2025 | Feb 04, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | No change | 34,010 | 825 | 0.15% | 0.16% | 250 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Wealthspire Advisors, LLC | History | No change | 33,745 | 819 | 0.01% | 0.0% | 251 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FOCUSED ALPHA, LLC | History | New | 33,653 | 817 | 0.24% | — | 252 | +33,653 | New | Q4 2025 | Feb 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 33,456 | 812 | 0.02% | 0.01% | 253 | +14,185 | 73.61% | Q4 2025 | Feb 03, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | New | 33,052 | 804 | 0.78% | — | 254 | +33,052 | New | Q4 2025 | Feb 17, 2026 |
| Brookstone Capital Management | History | Reduced | 32,627 | 792 | 0.01% | 0.01% | 255 | -698 | -2.09% | Q4 2025 | Jan 15, 2026 |
| Northwest Bancshares, Inc. | History | Reduced | 31,823 | 772 | 0.15% | 0.13% | 256 | -83 | -0.26% | Q4 2025 | Feb 13, 2026 |
| Bank of New Hampshire | History | New | 31,575 | 766 | 0.17% | — | 257 | +31,575 | New | Q4 2025 | Mar 16, 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | History | Added to | 30,912 | 750 | 0.04% | 0.03% | 258 | +4,968 | 19.15% | Q4 2025 | Feb 12, 2026 |
| Stokes Family Office, LLC | History | No change | 30,869 | 749 | 0.07% | 0.07% | 259 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 30,733 | 746 | 0.2% | 0.21% | 260 | -1,511 | -4.69% | Q4 2025 | Jan 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 30,190 | 733 | 0.01% | 0.01% | 261 | +14,310 | 90.11% | Q4 2025 | Jan 23, 2026 |
| DecisionMap Wealth Management, LLC | History | Added to | 29,116 | 706 | 0.44% | 0.39% | 262 | +3,882 | 15.38% | Q4 2025 | Jan 07, 2026 |
| Neuberger Berman Group LLC | History | Added to | 28,357 | 688 | 0.0% | 0.0% | 263 | +6,025 | 26.98% | Q4 2025 | Feb 13, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 28,232 | 685 | 0.02% | — | 264 | +28,232 | New | Q4 2025 | Feb 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 27,882 | 676 | 0.04% | 0.04% | 265 | +3,691 | 15.26% | Q4 2025 | Feb 10, 2026 |
| Summit Wealth Group, LLC | History | New | 27,779 | 674 | 0.16% | — | 266 | +27,779 | New | Q4 2025 | Feb 06, 2026 |
| Autumn Glory Partners, LLC | History | Added to | 27,567 | 669 | 0.23% | 0.27% | 267 | +63 | 0.23% | Q4 2025 | Jan 27, 2026 |
| KOM Wealth Management Group, LLC | History | Added to | 27,393 | 665 | 0.47% | 0.38% | 268 | +6,511 | 31.18% | Q4 2025 | Jan 23, 2026 |
| Pure Financial Advisors, LLC | History | New | 27,132 | 658 | 0.12% | — | 269 | +27,132 | New | Q4 2025 | Mar 04, 2026 |
| Gilbert & Cook, Inc. | History | New | 26,575 | 645 | 0.08% | — | 270 | +26,575 | New | Q4 2025 | Jan 07, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 26,000 | 631 | 0.03% | 0.03% | 271 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Accretive Wealth Partners, LLC | History | New | 25,707 | 624 | 0.19% | — | 272 | +25,707 | New | Q4 2025 | Jan 28, 2026 |
| Prosperity Planning, Inc. | History | Added to | 25,367 | 615 | 0.16% | 0.14% | 273 | +4,119 | 19.39% | Q4 2025 | Jan 14, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 25,340 | 615 | 0.0% | 0.0% | 274 | +2,132 | 9.19% | Q4 2025 | Jan 27, 2026 |
| Baird Financial Group, Inc. | History | Added to | 25,226 | 612 | 0.0% | 0.0% | 275 | +870 | 3.57% | Q4 2025 | Feb 13, 2026 |
| DEARBORN PARTNERS LLC | History | Reduced | 25,071 | 608 | 0.03% | 0.03% | 276 | -279 | -1.1% | Q4 2025 | Feb 11, 2026 |
| Atwater Malick LLC | History | Added to | 24,902 | 604 | 0.17% | 0.14% | 277 | +5,399 | 27.68% | Q4 2025 | Jan 23, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 24,186 | 587 | 0.11% | 0.08% | 278 | +6,719 | 38.47% | Q4 2025 | Jan 27, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | No change | 24,136 | 586 | 0.4% | 0.42% | 279 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Provenance Wealth Advisors, LLC | History | Reduced | 24,087 | 584 | 0.06% | 0.1% | 280 | -8,874 | -26.92% | Q4 2025 | Jan 26, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 23,967 | 581 | 0.01% | 0.01% | 281 | +2,100 | 9.6% | Q4 2025 | Feb 10, 2026 |
| ADG Wealth Management Group, LLC | History | New | 23,722 | 575 | 0.44% | — | 283 | +23,722 | New | Q4 2025 | Jan 15, 2026 |
| Hurley Capital, LLC | History | Added to | 23,697 | 575 | 0.32% | 0.32% | 282 | +173 | 0.74% | Q4 2025 | Feb 17, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 23,444 | 569 | 0.1% | 0.1% | 284 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| StoneX Group Inc. | History | Added to | 23,282 | 565 | 0.02% | 0.02% | 285 | +6,176 | 36.1% | Q4 2025 | Feb 12, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | No change | 22,810 | 553 | 0.07% | 0.07% | 286 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 22,674 | 550 | 0.13% | 0.13% | 287 | +304 | 1.36% | Q4 2025 | Jan 16, 2026 |
| American Trust | History | Added to | 22,553 | 547 | 0.05% | 0.05% | 288 | +600 | 2.73% | Q4 2025 | Feb 17, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 22,382 | 543 | 0.06% | 0.04% | 289 | +7,255 | 47.96% | Q4 2025 | Feb 13, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 22,233 | 539 | 0.03% | 0.03% | 290 | +2,912 | 15.07% | Q4 2025 | Feb 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 21,525 | 522 | 0.0% | 0.0% | 291 | -875 | -3.91% | Q4 2025 | Feb 13, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 21,001 | 510 | 0.07% | 0.06% | 292 | +4,110 | 24.33% | Q4 2025 | Jan 12, 2026 |
| Straight Path Wealth Management | History | Added to | 21,010 | 510 | 0.14% | 0.12% | 293 | +2,246 | 11.97% | Q4 2025 | Feb 11, 2026 |
| Summit Financial, LLC | History | Reduced | 20,805 | 505 | 0.01% | 0.14% | 294 | -365,309 | -94.61% | Q4 2025 | Feb 13, 2026 |
| Black Swift Group, LLC | History | Added to | 20,750 | 503 | 0.08% | 0.08% | 295 | +1,450 | 7.51% | Q4 2025 | Feb 10, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 20,477 | 497 | 0.02% | 0.02% | 296 | -1,043 | -4.85% | Q4 2025 | Jan 27, 2026 |
| TABLEAUX LLC | History | Reduced | 20,035 | 486 | 0.34% | 0.21% | 297 | -1,647 | -7.6% | Q4 2025 | Feb 17, 2026 |
| Ancora Advisors LLC | History | Added to | 19,599 | 475 | 0.01% | 0.01% | 298 | +2,677 | 15.82% | Q4 2025 | Feb 17, 2026 |
| Lee Financial Co | History | No change | 19,430 | 471 | 0.06% | 0.06% | 299 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| SHUFRO ROSE & CO LLC | History | Reduced | 18,172 | 441 | 0.03% | 0.05% | 300 | -5,451 | -23.07% | Q4 2025 | Feb 09, 2026 |
| Clearstead Trust, LLC | History | New | 17,810 | 432 | 0.07% | — | 302 | +17,810 | New | Q4 2025 | Feb 09, 2026 |
| American Money Management, LLC | History | Added to | 17,795 | 432 | 0.07% | 0.05% | 301 | +6,167 | 53.04% | Q4 2025 | Feb 10, 2026 |
| Advisor OS, LLC | History | New | 17,556 | 426 | 0.03% | — | 303 | +17,556 | New | Q4 2025 | Feb 04, 2026 |
| CVA Family Office, LLC | History | Added to | 17,570 | 426 | 0.05% | 0.02% | 304 | +10,275 | 140.85% | Q4 2025 | Jan 12, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 17,380 | 421 | 0.07% | 0.07% | 305 | +620 | 3.7% | Q4 2025 | Jan 28, 2026 |
| High Note Wealth, LLC | History | Added to | 17,331 | 420 | 0.08% | 0.01% | 306 | +16,155 | 1373.72% | Q4 2025 | Feb 05, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 17,061 | 414 | 0.02% | 0.02% | 307 | +2,124 | 14.22% | Q4 2025 | Jan 29, 2026 |
| Kastel Capital Advisors, LLC | History | New | 16,929 | 411 | 0.25% | — | 308 | +16,929 | New | Q4 2025 | Feb 18, 2026 |
| Moors & Cabot, Inc. | History | Added to | 16,367 | 397 | 0.02% | 0.01% | 309 | +2,591 | 18.81% | Q4 2025 | Feb 10, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 16,296 | 395 | 0.03% | 1.86% | 310 | -877,723 | -98.18% | Q4 2025 | Jan 15, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Added to | 16,304 | 395 | 0.08% | 0.09% | 311 | +4 | 0.02% | Q4 2025 | Jan 22, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 15,919 | 386 | 0.05% | 0.21% | 312 | +421 | 2.72% | Q4 2025 | Feb 18, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 15,679 | 380 | 0.08% | — | 314 | +15,679 | New | Q4 2025 | Feb 18, 2026 |
| Trust Co of Kansas | History | No change | 15,671 | 380 | 0.17% | 0.18% | 313 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Mutual Advisors, LLC | History | Added to | 15,517 | 376 | 0.01% | 0.01% | 315 | +19 | 0.12% | Q4 2025 | Feb 02, 2026 |
| Financial Advisory Corp | History | Added to | 15,073 | 365 | 0.05% | 0.05% | 316 | +218 | 1.47% | Q4 2025 | Jan 27, 2026 |
| WIREGRASS INVESTMENT MANAGEMENT LLC | History | New | 15,000 | 364 | 0.3% | — | 317 | +15,000 | New | Q4 2025 | Feb 13, 2026 |
| Pine Haven Investment Counsel, Inc | History | Added to | 14,700 | 356 | 0.25% | 0.21% | 319 | +2,750 | 23.01% | Q4 2025 | Jan 08, 2026 |
| COWA, LLC | History | Added to | 14,687 | 356 | 0.11% | 0.11% | 318 | +1,237 | 9.2% | Q4 2025 | Feb 12, 2026 |
| Eagle Strategies LLC | History | Added to | 14,573 | 353 | 0.05% | 0.05% | 320 | +149 | 1.03% | Q4 2025 | Jan 23, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 14,522 | 352 | 0.02% | 0.04% | 321 | -7,417 | -33.81% | Q4 2025 | Jan 20, 2026 |
| Willis Johnson & Associates, Inc. | History | No change | 14,050 | 341 | 0.02% | 0.02% | 322 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Added to | 13,765 | 334 | 0.1% | 0.1% | 323 | +147 | 1.08% | Q4 2025 | Feb 12, 2026 |
| Ledyard National Bank | History | Reduced | 13,640 | 331 | 0.03% | 0.03% | 324 | -94 | -0.68% | Q4 2025 | Jan 21, 2026 |
| Rothschild Wealth LLC | History | New | 13,547 | 328 | 0.03% | — | 325 | +13,547 | New | Q4 2025 | Feb 17, 2026 |
| Ferguson Johnson Wealth Management Inc | History | New | 13,452 | 326 | 0.27% | — | 326 | +13,452 | New | Q4 2025 | Feb 06, 2026 |
| Evergreen Wealth Partners LLC | History | New | 13,168 | 319 | 0.27% | — | 327 | +13,168 | New | Q4 2025 | Feb 05, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 13,020 | 316 | 0.08% | 0.09% | 328 | -77 | -0.59% | Q4 2025 | Feb 06, 2026 |
| KPP Advisory Services LLC | History | New | 12,820 | 311 | 0.05% | — | 329 | +12,820 | New | Q4 2025 | Feb 02, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 12,686 | 308 | 0.02% | 0.02% | 330 | +323 | 2.61% | Q4 2025 | Feb 03, 2026 |
| Yoder Wealth Management, Inc. | History | Added to | 12,550 | 304 | 0.14% | 0.14% | 331 | +450 | 3.72% | Q4 2025 | Jan 22, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | Reduced | 12,429 | 301 | 0.1% | 0.11% | 333 | -179 | -1.42% | Q4 2025 | Jan 20, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 12,407 | 301 | 0.01% | 0.01% | 332 | -42 | -0.34% | Q4 2025 | Jan 23, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 12,283 | 298 | 0.0% | 0.0% | 334 | +222 | 1.84% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 12,184 | 295 | 0.01% | 0.01% | 335 | -319 | -2.55% | Q4 2025 | Feb 09, 2026 |
| SUMMITRY LLC | History | Added to | 11,950 | 290 | 0.01% | 0.01% | 336 | +747 | 6.67% | Q4 2025 | Feb 09, 2026 |
| Meredith Wealth Planning | History | Added to | 11,952 | 290 | 0.09% | 0.09% | 337 | +172 | 1.46% | Q4 2025 | Jan 16, 2026 |
| CFO CAPITAL MANAGEMENT LLC | History | New | 11,892 | 288 | 0.22% | — | 338 | +11,892 | New | Q4 2025 | Mar 02, 2026 |
| BCS Wealth Management | History | New | 11,590 | 281 | 0.03% | — | 339 | +11,590 | New | Q4 2025 | Jan 26, 2026 |
| FMR LLC | History | Added to | 11,524 | 279 | 0.0% | 0.0% | 340 | +480 | 4.35% | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 11,456 | 278 | 0.02% | 0.02% | 341 | -121 | -1.05% | Q4 2025 | Jan 26, 2026 |
| Next Level Wealth Planning, LLC | History | No change | 11,367 | 275 | 0.15% | 0.16% | 342 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 11,305 | 274 | 0.02% | 0.02% | 343 | +2,859 | 33.85% | Q4 2025 | Feb 06, 2026 |
| Sarver Vrooman Wealth Advisors | History | Added to | 11,324 | 274 | 0.16% | 0.15% | 344 | +1,616 | 16.65% | Q4 2025 | Feb 10, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 11,127 | 270 | 0.19% | 0.21% | 345 | +160 | 1.46% | Q4 2025 | Feb 11, 2026 |
| HANOVER ADVISORS INC | History | New | 11,069 | 268 | 0.1% | — | 346 | +11,069 | New | Q4 2025 | Feb 17, 2026 |
| J.E. Simmons & Co., P.C. | History | New | 10,769 | 261 | 0.17% | — | 347 | +10,769 | New | Q4 2025 | Feb 13, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | No change | 10,729 | 260 | 0.12% | 0.12% | 348 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Highland Financial Advisors, LLC | History | No change | 10,606 | 257 | 0.07% | 0.07% | 349 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | New | 10,555 | 256 | 0.02% | — | 350 | +10,555 | New | Q4 2025 | Feb 04, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 10,429 | 253 | 0.01% | 0.01% | 352 | +113 | 1.1% | Q4 2025 | Jan 28, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 10,447 | 253 | 0.01% | 0.01% | 351 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Greenspring Advisors, LLC | History | New | 10,316 | 250 | 0.02% | — | 353 | +10,316 | New | Q4 2025 | Feb 10, 2026 |
| Betterment LLC | History | Added to | 10,204 | 248 | 0.0% | 0.0% | 354 | +1,758 | 20.81% | Q4 2025 | Feb 12, 2026 |
| Horizons Wealth Management | History | No change | 10,230 | 248 | 0.16% | 0.17% | 355 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 10,043 | 243 | 0.0% | — | 356 | +10,043 | New | Q4 2025 | Feb 10, 2026 |
| Briggs Wealth Management, Inc | History | New | 9,937 | 241 | 0.26% | — | 357 | +9,937 | New | Q4 2025 | Feb 19, 2026 |
| Seneca House Advisors | History | New | 9,705 | 235 | 0.09% | — | 358 | +9,705 | New | Q4 2025 | Feb 17, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 9,600 | 233 | 0.01% | 0.0% | 359 | +6,600 | 220.0% | Q4 2025 | Feb 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 9,620 | 233 | 0.01% | 0.01% | 360 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 9,546 | 231 | 0.03% | 0.04% | 361 | -659 | -6.46% | Q4 2025 | Feb 10, 2026 |
| Maridea Wealth Management LLC | History | New | 9,490 | 230 | 0.03% | — | 363 | +9,490 | New | Q4 2025 | Jan 08, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 9,481 | 230 | 0.0% | 0.0% | 362 | -2,254 | -19.21% | Q4 2025 | Jan 20, 2026 |
| SageView Advisory Group, LLC | History | New | 9,416 | 228 | 0.01% | — | 364 | +9,416 | New | Q4 2025 | Feb 17, 2026 |
| Riverstone Advisors, LLC | History | Added to | 9,313 | 226 | 0.11% | 0.11% | 365 | +43 | 0.46% | Q4 2025 | Feb 02, 2026 |
| J. L. Bainbridge & Co., Inc. | History | No change | 9,203 | 223 | 0.02% | 0.02% | 366 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| M3 Advisory Group, LLC | History | No change | 9,150 | 222 | 0.14% | 0.14% | 367 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| World Investment Advisors | History | New | 9,092 | 220 | 0.0% | — | 369 | +9,092 | New | Q4 2025 | Mar 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 9,098 | 220 | 0.0% | 0.0% | 368 | +4,459 | 96.12% | Q4 2025 | Feb 02, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 9,055 | 219 | 0.01% | — | 370 | +9,055 | New | Q4 2025 | Feb 13, 2026 |
| McGuire Investment Group, LLC | History | New | 8,947 | 217 | 0.02% | — | 371 | +8,947 | New | Q4 2025 | Jan 26, 2026 |
| Daybright Advisory Services, Inc. | History | New | 8,938 | 217 | 0.06% | — | 372 | +8,938 | New | Q4 2025 | Feb 12, 2026 |
| MLP3, LLC | History | New | 8,875 | 215 | 0.23% | — | 374 | +8,875 | New | Q4 2025 | Feb 13, 2026 |
| Cypress Wealth Services, LLC | History | No change | 8,867 | 215 | 0.03% | 0.04% | 373 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 8,632 | 209 | 0.06% | 0.11% | 376 | -7,478 | -46.42% | Q4 2025 | Feb 06, 2026 |
| MinichMacGregor Wealth Management, LLC | History | No change | 8,633 | 209 | 0.04% | 0.04% | 375 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | No change | 8,648 | 209 | 0.01% | 0.01% | 377 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 8,500 | 206 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PSI Advisors, LLC | History | No change | 8,500 | 206 | 0.05% | 0.05% | 379 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 8,381 | 203 | 0.03% | 0.03% | 380 | -54 | -0.64% | Q4 2025 | Jan 12, 2026 |
| ALESCO ADVISORS LLC | History | No change | 8,350 | 202 | 0.01% | 0.01% | 381 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Banque Cantonale Vaudoise | History | Reduced | 7,617 | 185 | 0.01% | 0.01% | 382 | -663 | -8.01% | Q4 2025 | Feb 06, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | Added to | 7,242 | 175 | 0.04% | 0.04% | 383 | +389 | 5.68% | Q4 2025 | Feb 02, 2026 |
| Trust Co | History | Reduced | 6,914 | 167 | 0.02% | 0.02% | 384 | -1,394 | -16.78% | Q4 2025 | Jan 15, 2026 |
| Hyposwiss Advisors SA | History | New | 6,345 | 154 | 0.15% | — | 385 | +6,345 | New | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 6,195 | 150 | 0.0% | 0.5% | 386 | -2,791,998 | -99.78% | Q4 2025 | Feb 13, 2026 |
| BALLAST ADVISORS LLC | History | Added to | 6,170 | 149 | 0.04% | 0.04% | 387 | +396 | 6.86% | Q4 2025 | Feb 03, 2026 |
| Bogart Wealth, LLC | History | Added to | 5,612 | 136 | 0.01% | 0.01% | 388 | +3 | 0.05% | Q4 2025 | Jan 30, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 5,375 | 130 | 0.01% | — | 389 | +5,375 | New | Q4 2025 | Jan 21, 2026 |
| BOKF, NA | History | New | 5,207 | 126 | 0.0% | — | 390 | +5,207 | New | Q4 2025 | Feb 03, 2026 |
| GAMMA Investing LLC | History | Added to | 4,793 | 116 | 0.01% | 0.01% | 391 | +199 | 4.33% | Q4 2025 | Jan 05, 2026 |
| Coastline Trust Co | History | No change | 4,375 | 106 | 0.01% | 0.01% | 392 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Front Row Advisors LLC | History | No change | 4,200 | 101 | 0.03% | 0.03% | 393 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AE Wealth Management LLC | History | Added to | 4,145 | 100 | 0.0% | 0.0% | 394 | +3,725 | 886.9% | Q4 2025 | Jan 26, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 3,750 | 91 | 0.01% | 0.01% | 395 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| CNB Bank | History | Reduced | 3,742 | 90 | 0.04% | 0.08% | 396 | -4,384 | -53.95% | Q4 2025 | Feb 11, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 3,657 | 88 | 0.0% | 0.01% | 397 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Bank of Jackson Hole Trust | History | No change | 3,525 | 85 | 0.04% | 0.04% | 398 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Black Cypress Capital Management, LLC | History | Added to | 3,300 | 80 | 0.06% | 0.04% | 399 | +1,300 | 65.0% | Q4 2025 | Feb 10, 2026 |
| Asset Dedication, LLC | History | No change | 3,248 | 78 | 0.01% | 0.01% | 400 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 3,175 | 77 | 0.02% | 0.02% | 401 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 2,791 | 67 | 0.0% | 0.0% | 402 | +337 | 13.73% | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | No change | 2,733 | 66 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2,700 | 65 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| McIlrath & Eck, LLC | History | Added to | 2,572 | 62 | 0.01% | 0.01% | 405 | +37 | 1.46% | Q4 2025 | Feb 03, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 2,523 | 61 | 0.0% | 0.0% | 406 | -1,420 | -36.01% | Q4 2025 | Feb 17, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | New | 2,500 | 60 | 0.02% | — | 407 | +2,500 | New | Q4 2025 | Jan 05, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 2,170 | 52 | 0.01% | 0.01% | 408 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 2,075 | 50 | 0.05% | — | 409 | +2,075 | New | Q4 2025 | Feb 19, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 2,000 | 48 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Stephens Consulting, LLC | History | Added to | 1,551 | 37 | 0.01% | 0.01% | 411 | +23 | 1.51% | Q4 2025 | Jan 13, 2026 |
| Spire Wealth Management | History | Added to | 1,404 | 34 | 0.0% | 0.0% | 413 | +362 | 34.74% | Q4 2025 | Jan 14, 2026 |
| Legacy Bridge, LLC | History | Reduced | 1,418 | 34 | 0.01% | 0.02% | 412 | -275 | -16.24% | Q4 2025 | Jan 23, 2026 |
| ASSETMARK, INC | History | Added to | 1,314 | 31 | 0.0% | 0.0% | 414 | +304 | 30.1% | Q4 2025 | Jan 23, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,060 | 25 | 0.0% | 0.0% | 415 | -1,131 | -51.62% | Q4 2025 | Feb 17, 2026 |
| EASTERN BANK | History | No change | 1,015 | 24 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| MOTCO | History | No change | 989 | 24 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 830 | 20 | 0.01% | 0.01% | 418 | +11 | 1.34% | Q4 2025 | Feb 10, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 855 | 20 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 808 | 19 | 0.0% | 0.0% | 420 | +12 | 1.51% | Q4 2025 | Jan 20, 2026 |
| Colonial Trust Co / SC | History | No change | 800 | 19 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Blue Trust, Inc. | History | Added to | 780 | 18 | 0.0% | 0.0% | 422 | +11 | 1.43% | Q4 2025 | Jan 16, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 628 | 15 | 0.01% | 0.01% | 423 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CX Institutional | History | Added to | 571 | 14 | 0.0% | 0.0% | 424 | +8 | 1.42% | Q4 2025 | Feb 02, 2026 |
| First PREMIER Bank | History | No change | 315 | 8 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SHP Wealth Management | History | New | 152 | 3 | 0.0% | — | 426 | +152 | New | Q4 2025 | Mar 04, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 110 | 3 | 0.0% | — | 427 | +110 | New | Q4 2025 | Feb 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -201,516 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Matthew Goff Investment Advisor, LLC | History | Closed out | 0 | 0 | — | 0.64% | — | -153,758 | -100.0% | Q3 2025 | Oct 15, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -91,527 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -82,832 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.15% | — | -50,520 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Smith Salley Wealth Management | History | Closed out | 0 | 0 | — | 0.03% | — | -22,278 | -100.0% | Q3 2025 | Oct 20, 2025 |
| United Community Bank | History | Closed out | 0 | 0 | — | 0.1% | — | -12,630 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Cyr Financial Inc. | History | Closed out | 0 | 0 | — | 0.16% | — | -9,575 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Montis Financial, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -9,497 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Greenfield Savings Bank | History | Closed out | 0 | 0 | — | 0.1% | — | -9,464 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,401 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Dakota Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -8,950 | -100.0% | Q3 2025 | Nov 10, 2025 |
| MKT Advisors LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -8,720 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Koesten, Hirschmann & Crabtree, INC. | History | Closed out | 0 | 0 | — | 0.06% | — | -5,160 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Sachetta, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,000 | -100.0% | Q3 2025 | Oct 24, 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% | — | -563 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -392 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Founders Financial Alliance, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -233 | -100.0% | Q3 2025 | Nov 07, 2025 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -220 | -100.0% | Q3 2025 | Nov 12, 2025 |