iSHARES TRUST - IBDT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 8,819,963 | 225,976 | 0.34% | 0.14% | 1 | +5,503,912 | 165.98% | Q4 2025 | Feb 18, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 8,671,248 | 220,726 | 0.02% | 0.01% | 2 | +526,335 | 6.46% | Q4 2025 | Feb 17, 2026 |
| Align Financial, LLC | History | New | 121,436 | 121,436 | 0.07% | — | 3 | +121,436 | New | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 4,589,972 | 116,837 | 0.01% | 0.01% | 4 | +216,028 | 4.94% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 3,631,034 | 92,427 | 1.41% | 1.43% | 5 | +215,874 | 6.32% | Q4 2025 | Jan 13, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 3,303,535 | 84,091 | 1.35% | 1.37% | 6 | +91,525 | 2.85% | Q4 2025 | Jan 15, 2026 |
| UBS Group AG | History | Added to | 3,034,009 | 77,230 | 0.01% | 0.01% | 7 | +783,385 | 34.81% | Q4 2025 | Jan 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,975,726 | 75,747 | 0.02% | 0.02% | 8 | +312,261 | 11.72% | Q4 2025 | Feb 18, 2026 |
| Lido Advisors, LLC | History | Added to | 2,419,267 | 61,723 | 0.18% | 0.19% | 9 | +13,641 | 0.57% | Q4 2025 | Feb 10, 2026 |
| HM PAYSON & CO | History | Added to | 2,290,213 | 58,297 | 0.82% | 0.02% | 10 | +2,246,627 | 5154.47% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Added to | 2,264,906 | 57,653 | 0.02% | 0.01% | 11 | +377,678 | 20.01% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,855,895 | 47,241 | 0.01% | 0.01% | 12 | +163,468 | 9.66% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,810,935 | 46,097 | 0.05% | 0.05% | 13 | +186,654 | 11.49% | Q4 2025 | Feb 06, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 1,626,267 | 41,396 | 2.59% | 2.75% | 14 | -121 | -0.01% | Q4 2025 | Jan 21, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,606,758 | 40,898 | 0.01% | 0.01% | 15 | +389,640 | 32.01% | Q4 2025 | Feb 17, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 1,446,008 | 36,808 | 2.47% | 2.11% | 16 | +240,759 | 19.98% | Q4 2025 | Jan 08, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 1,402,862 | 35,709 | 3.01% | 2.96% | 17 | +42,545 | 3.13% | Q4 2025 | Jan 15, 2026 |
| SUMMITRY LLC | History | Added to | 1,391,684 | 35,425 | 1.48% | 1.46% | 18 | +38,688 | 2.86% | Q4 2025 | Feb 09, 2026 |
| Gratus Wealth Advisors, LLC | History | Added to | 1,301,414 | 33,127 | 4.59% | 4.55% | 19 | +36,163 | 2.86% | Q4 2025 | Feb 04, 2026 |
| Klingman & Associates, LLC | History | Added to | 1,266,855 | 32,247 | 1.56% | 1.5% | 20 | +105,454 | 9.08% | Q4 2025 | Jan 29, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,262,060 | 32,126 | 0.01% | — | 21 | +1,262,060 | New | Q4 2025 | Feb 17, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Added to | 1,249,003 | 31,793 | 1.62% | 1.58% | 22 | +55,529 | 4.65% | Q4 2025 | Feb 03, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 1,196,223 | 30,449 | 2.05% | 2.18% | 23 | -6,699 | -0.56% | Q4 2025 | Jan 13, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Added to | 1,190,517 | 30,304 | 1.15% | 1.1% | 24 | +63,919 | 5.67% | Q4 2025 | Feb 13, 2026 |
| RVW Wealth, LLC | History | Added to | 1,088,657 | 27,711 | 2.12% | 1.95% | 25 | +108,285 | 11.05% | Q4 2025 | Jan 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,025,685 | 26,108 | 0.03% | 0.03% | 26 | +198,563 | 24.01% | Q4 2025 | Feb 12, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 992,996 | 25,276 | 1.05% | 1.04% | 27 | +38,869 | 4.07% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 957,793 | 24,380 | 0.02% | 0.02% | 28 | +76,378 | 8.67% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 869,275 | 22,127 | 0.04% | 0.04% | 29 | +129,204 | 17.46% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 857,238 | 21,820 | 0.03% | 0.03% | 30 | +9,402 | 1.11% | Q4 2025 | Feb 02, 2026 |
| NewEdge Advisors, LLC | History | Added to | 750,929 | 19,114 | 0.07% | 0.02% | 31 | +552,205 | 277.88% | Q4 2025 | Feb 18, 2026 |
| REBALANCE, LLC | History | Added to | 734,069 | 18,685 | 1.09% | 0.61% | 32 | +340,113 | 86.33% | Q4 2025 | Jan 15, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 730,627 | 18,598 | 1.79% | 1.7% | 33 | +35,914 | 5.17% | Q4 2025 | Feb 23, 2026 |
| Summit Asset Management, LLC | History | Added to | 728,665 | 18,548 | 2.62% | 0.04% | 34 | +719,036 | 7467.4% | Q4 2025 | Feb 09, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 678,756 | 17,277 | 0.07% | 0.07% | 35 | +107,576 | 18.83% | Q4 2025 | Feb 13, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 675,760 | 17,201 | 0.19% | 0.18% | 36 | +38,370 | 6.02% | Q4 2025 | Feb 02, 2026 |
| US BANCORP \DE\ | History | Added to | 649,471 | 16,532 | 0.02% | 0.02% | 37 | +73,334 | 12.73% | Q4 2025 | Jan 30, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 630,820 | 16,057 | 0.28% | 0.27% | 38 | +39,398 | 6.66% | Q4 2025 | Jan 22, 2026 |
| Global Retirement Partners, LLC | History | Added to | 615,991 | 15,680 | 0.28% | 0.32% | 39 | +55,450 | 9.89% | Q4 2025 | Feb 06, 2026 |
| ARROW FINANCIAL CORP | History | Added to | 563,080 | 14,333 | 1.43% | 1.42% | 40 | +18,609 | 3.42% | Q4 2025 | Feb 05, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 546,466 | 13,910 | 0.08% | 0.04% | 41 | +239,761 | 78.17% | Q4 2025 | Jan 29, 2026 |
| Glenview Trust Co | History | Added to | 538,628 | 13,710 | 0.21% | 0.21% | 42 | +29,760 | 5.85% | Q4 2025 | Feb 09, 2026 |
| Summit Financial, LLC | History | Reduced | 528,351 | 13,449 | 0.2% | 0.3% | 43 | -251,445 | -32.24% | Q4 2025 | Feb 13, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 505,287 | 12,862 | 0.33% | 0.34% | 44 | +11,749 | 2.38% | Q4 2025 | Feb 17, 2026 |
| SPINNAKER TRUST | History | Added to | 489,263 | 12,454 | 0.67% | 0.61% | 45 | +60,557 | 14.13% | Q4 2025 | Feb 10, 2026 |
| CENTRAL TRUST Co | History | Added to | 488,519 | 12,435 | 0.24% | 0.2% | 46 | +119,550 | 32.4% | Q4 2025 | Feb 02, 2026 |
| Windsor Capital Management, LLC | History | Reduced | 482,267 | 12,276 | 3.39% | 3.41% | 47 | -1,079 | -0.22% | Q4 2025 | Jan 15, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Added to | 479,315 | 12,200 | 0.88% | 0.76% | 48 | +75,950 | 18.83% | Q4 2025 | Feb 12, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 454,609 | 11,572 | 0.39% | 0.32% | 49 | +86,845 | 23.61% | Q4 2025 | Feb 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 451,331 | 11,488 | 0.01% | 0.01% | 50 | +64,106 | 16.56% | Q4 2025 | Feb 10, 2026 |
| NOVEM GROUP | History | Added to | 449,307 | 11,437 | 1.32% | 1.08% | 51 | +88,487 | 24.52% | Q4 2025 | Jan 27, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 447,000 | 11,378 | 0.13% | 0.12% | 52 | +60,874 | 15.77% | Q4 2025 | Jan 20, 2026 |
| Probity Advisors, Inc. | History | Added to | 412,676 | 10,504 | 1.68% | 1.63% | 53 | +19,366 | 4.92% | Q4 2025 | Jan 27, 2026 |
| First International Bank of Israel Ltd. | History | Added to | 411,582 | 10,476 | 5.0% | 5.93% | 54 | +1,865 | 0.46% | Q4 2025 | Feb 12, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 403,169 | 10,262 | 1.69% | 1.69% | 55 | +16,537 | 4.28% | Q4 2025 | Feb 06, 2026 |
| Peloton Wealth Strategists | History | Added to | 390,560 | 9,942 | 3.85% | 3.66% | 56 | +25,600 | 7.01% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 353,833 | 9,006 | 0.0% | 0.0% | 57 | +278,313 | 368.53% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Planning, LLC | History | New | 339,238 | 8,643 | 2.01% | — | 58 | +339,238 | New | Q4 2025 | Mar 17, 2026 |
| Allworth Financial LP | History | New | 337,980 | 8,603 | 0.04% | — | 59 | +337,980 | New | Q4 2025 | Feb 05, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Added to | 323,397 | 8,232 | 3.83% | 3.21% | 60 | +64,493 | 24.91% | Q4 2025 | Jan 15, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | Added to | 321,261 | 8,177 | 4.48% | 4.3% | 61 | +22,039 | 7.37% | Q4 2025 | Feb 12, 2026 |
| PFG Private Wealth Management, LLC | History | New | 319,627 | 8,136 | 3.56% | — | 62 | +319,627 | New | Q4 2025 | Jan 15, 2026 |
| Atria Investments, Inc | History | Added to | 318,179 | 8,099 | 0.09% | 0.06% | 63 | +113,453 | 55.42% | Q4 2025 | Feb 05, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 318,156 | 8,098 | 0.17% | 0.16% | 64 | -23,098 | -6.77% | Q4 2025 | Feb 05, 2026 |
| Northstar Group, Inc. | History | Added to | 316,889 | 8,066 | 1.1% | 0.62% | 65 | +151,168 | 91.22% | Q4 2025 | Feb 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 310,625 | 7,906 | 0.06% | 0.06% | 66 | +21,517 | 7.44% | Q4 2025 | Feb 18, 2026 |
| InvesTrust | History | Added to | 305,522 | 7,777 | 3.01% | 2.83% | 67 | +3,015 | 1.0% | Q4 2025 | Jan 14, 2026 |
| Strid Group, LLC | History | Added to | 297,754 | 7,579 | 0.94% | 0.66% | 68 | +95,554 | 47.26% | Q4 2025 | Jan 26, 2026 |
| Parallel Advisors, LLC | History | Added to | 290,513 | 7,445 | 0.14% | 0.12% | 69 | +31,330 | 12.09% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Added to | 263,683 | 6,712 | 0.01% | 0.01% | 70 | +31,754 | 13.69% | Q4 2025 | Feb 17, 2026 |
| Praetorian Wealth Management, Inc. | History | Added to | 254,734 | 6,484 | 1.29% | 1.22% | 71 | +21,506 | 9.22% | Q4 2025 | Jan 14, 2026 |
| CWM, LLC | History | Added to | 247,269 | 6,294 | 0.02% | 0.02% | 72 | +9,271 | 3.9% | Q4 2025 | Jan 26, 2026 |
| IFP Advisors, Inc | History | Added to | 246,459 | 6,273 | 0.14% | 0.15% | 73 | +23,612 | 10.6% | Q4 2025 | Feb 06, 2026 |
| MCF Advisors LLC | History | Reduced | 242,983 | 6,185 | 0.34% | 0.44% | 74 | -35,949 | -12.89% | Q4 2025 | Feb 11, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 242,520 | 6,173 | 1.43% | 1.22% | 75 | +44,604 | 22.54% | Q4 2025 | Feb 11, 2026 |
| HAMEL ASSOCIATES, INC. | History | Added to | 242,188 | 6,164 | 1.86% | 1.84% | 76 | +7,413 | 3.16% | Q4 2025 | Feb 11, 2026 |
| Cheviot Value Management, LLC | History | Added to | 237,044 | 6,046 | 0.59% | 0.59% | 77 | +19,058 | 8.74% | Q4 2025 | Feb 03, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Added to | 237,418 | 6,043 | 1.09% | 1.15% | 78 | +6,459 | 2.8% | Q4 2025 | Feb 17, 2026 |
| SONATA CAPITAL GROUP INC | History | Added to | 236,533 | 6,020 | 2.17% | 1.7% | 79 | +56,077 | 31.08% | Q4 2025 | Jan 26, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 232,602 | 5,920 | 1.25% | 1.24% | 80 | +11,768 | 5.33% | Q4 2025 | Feb 10, 2026 |
| Focus Partners Wealth | History | Added to | 232,417 | 5,916 | 0.01% | 0.01% | 81 | +95,691 | 69.99% | Q4 2025 | Feb 13, 2026 |
| OneDigital Investment Advisors LLC | History | New | 225,470 | 5,739 | 0.06% | — | 82 | +225,470 | New | Q4 2025 | Feb 13, 2026 |
| Ironwood Financial, llc | History | Added to | 225,237 | 5,732 | 0.97% | 0.87% | 83 | +33,183 | 17.28% | Q4 2025 | Jan 15, 2026 |
| Penobscot Investment Management Company, Inc. | History | Added to | 224,168 | 5,706 | 0.43% | 0.38% | 84 | +31,445 | 16.32% | Q4 2025 | Jan 27, 2026 |
| EP Wealth Advisors, LLC | History | New | 222,745 | 5,669 | 0.03% | — | 85 | +222,745 | New | Q4 2025 | Feb 18, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 222,194 | 5,656 | 0.01% | 0.01% | 86 | +25,974 | 13.24% | Q4 2025 | Feb 05, 2026 |
| Signature Wealth Management Group | History | Reduced | 220,059 | 5,601 | 2.28% | 2.18% | 87 | -235 | -0.11% | Q4 2025 | Jan 15, 2026 |
| Composition Wealth, LLC | History | Added to | 219,858 | 5,596 | 0.08% | 0.08% | 88 | +13,028 | 6.3% | Q4 2025 | Feb 02, 2026 |
| Merit Financial Group, LLC | History | Added to | 219,749 | 5,593 | 0.04% | 0.04% | 89 | +44,661 | 25.51% | Q4 2025 | Jan 26, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Added to | 219,263 | 5,590 | 2.13% | 2.17% | 90 | +122,203 | 125.9% | Q4 2025 | Feb 10, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 219,420 | 5,585 | 0.1% | 0.11% | 91 | -8,911 | -3.9% | Q4 2025 | Feb 04, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 216,042 | 5,499 | 0.07% | 0.05% | 92 | -19,292 | -8.2% | Q4 2025 | Feb 13, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Added to | 212,014 | 5,396 | 1.42% | 1.45% | 93 | +15,635 | 7.96% | Q4 2025 | Feb 13, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | Added to | 208,749 | 5,313 | 1.61% | 1.37% | 94 | +27,389 | 15.1% | Q4 2025 | Feb 06, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 206,658 | 5,260 | 0.32% | 0.3% | 95 | +19,907 | 10.66% | Q4 2025 | Feb 12, 2026 |
| Krilogy Financial LLC | History | Added to | 205,552 | 5,241 | 0.18% | 0.19% | 96 | +6,077 | 3.05% | Q4 2025 | Jan 27, 2026 |
| Modern Wealth Management, LLC | History | New | 202,716 | 5,160 | 0.09% | — | 97 | +202,716 | New | Q4 2025 | Feb 17, 2026 |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | History | Added to | 200,585 | 5,105 | 2.98% | 2.86% | 98 | +6,240 | 3.21% | Q4 2025 | Jan 26, 2026 |
| Twin Cities Retirement Group LLC | History | New | 196,011 | 4,989 | 4.81% | — | 99 | +196,011 | New | Q4 2025 | Feb 09, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 195,912 | 4,986 | 0.0% | 0.0% | 100 | +66,616 | 51.52% | Q4 2025 | Feb 17, 2026 |
| Winthrop Partners - WNY, LLC | History | New | 194,429 | 4,949 | 2.67% | — | 101 | +194,429 | New | Q4 2025 | Mar 12, 2026 |
| Leo Wealth, LLC | History | Added to | 193,443 | 4,924 | 0.36% | 0.58% | 102 | +17,658 | 10.05% | Q4 2025 | Jan 21, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 192,230 | 4,893 | 0.01% | 0.01% | 103 | +50,372 | 35.51% | Q4 2025 | Feb 17, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 189,810 | 4,831 | 0.09% | 0.09% | 104 | -4,425 | -2.28% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 188,896 | 4,808 | 0.0% | 0.0% | 105 | +10,147 | 5.68% | Q4 2025 | Feb 17, 2026 |
| Great Diamond Partners, LLC | History | Added to | 187,522 | 4,773 | 0.92% | 0.69% | 106 | +48,997 | 35.37% | Q4 2025 | Feb 06, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 187,199 | 4,765 | 0.38% | 0.38% | 107 | +7,422 | 4.13% | Q4 2025 | Feb 04, 2026 |
| Crews Bank & Trust | History | Added to | 186,105 | 4,737 | 0.68% | 0.63% | 108 | +16,520 | 9.74% | Q4 2025 | Jan 21, 2026 |
| Heartland Bank & Trust Co | History | Added to | 186,062 | 4,736 | 2.0% | 1.78% | 109 | +17,170 | 10.17% | Q4 2025 | Feb 03, 2026 |
| Quantum Financial Advisors, LLC | History | Added to | 184,838 | 4,705 | 0.53% | 0.54% | 110 | +11,830 | 6.84% | Q4 2025 | Jan 12, 2026 |
| Sowell Financial Services LLC | History | Added to | 174,655 | 4,445 | 0.16% | 0.16% | 111 | +12,800 | 7.91% | Q4 2025 | Jan 21, 2026 |
| 4Thought Financial Group Inc. | History | Added to | 173,556 | 4,417 | 2.19% | 2.15% | 112 | +6,840 | 4.1% | Q4 2025 | Jan 29, 2026 |
| Centric Wealth Management | History | Added to | 173,104 | 4,403 | 0.93% | 0.95% | 113 | +6,433 | 3.86% | Q4 2025 | Feb 04, 2026 |
| Keeler Thomas Management LLC | History | Reduced | 166,595 | 4,240 | 2.02% | 1.75% | 114 | -1,136 | -0.68% | Q4 2025 | Feb 12, 2026 |
| MEMBERS WEALTH LLC | History | Added to | 165,650 | 4,224 | 2.65% | 2.64% | 115 | +1,954 | 1.19% | Q4 2025 | Jan 28, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 163,490 | 4,161 | 0.55% | 0.54% | 116 | +11,163 | 7.33% | Q4 2025 | Jan 30, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 163,170 | 4,153 | 0.17% | 0.11% | 117 | +58,206 | 55.45% | Q4 2025 | Feb 09, 2026 |
| Wick Capital Partners, LLC | History | Added to | 163,142 | 4,152 | 0.74% | 0.53% | 118 | +75,523 | 86.19% | Q4 2025 | Mar 02, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 150,058 | 3,819 | 0.18% | 0.2% | 119 | +4,695 | 3.23% | Q4 2025 | Jan 12, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Added to | 148,718 | 3,785 | 1.1% | 0.91% | 120 | +29,048 | 24.27% | Q4 2025 | Jan 20, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Added to | 148,280 | 3,774 | 0.24% | 0.24% | 121 | +3,852 | 2.67% | Q4 2025 | Jan 21, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Added to | 144,082 | 3,667 | 0.24% | 0.24% | 122 | +8,920 | 6.6% | Q4 2025 | Feb 05, 2026 |
| Sightline Wealth Advisors, LLC | History | Reduced | 140,436 | 3,574 | 1.52% | 1.7% | 123 | -7,347 | -4.97% | Q4 2025 | Jan 26, 2026 |
| Valmark Advisers, Inc. | History | Added to | 139,906 | 3,561 | 0.04% | 0.04% | 124 | +33,399 | 31.36% | Q4 2025 | Jan 26, 2026 |
| Evergreen Private Wealth LLC | History | Added to | 139,711 | 3,556 | 1.4% | 1.35% | 125 | +9,647 | 7.42% | Q4 2025 | Jan 28, 2026 |
| Rossmore Private Capital | History | Added to | 139,424 | 3,549 | 0.32% | 0.25% | 126 | +48,889 | 54.0% | Q4 2025 | Feb 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 137,829 | 3,508 | 0.01% | 0.01% | 127 | +8,387 | 6.48% | Q4 2025 | Feb 11, 2026 |
| FF Advisors,LLC | History | Added to | 136,160 | 3,465 | 1.54% | 1.37% | 128 | +23,851 | 21.24% | Q4 2025 | Feb 13, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 135,438 | 3,447 | 0.05% | 0.05% | 129 | +8,386 | 6.6% | Q4 2025 | Jan 22, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 134,140 | 3,414 | 0.72% | 0.71% | 130 | +8,432 | 6.71% | Q4 2025 | Jan 07, 2026 |
| REGIONS FINANCIAL CORP | History | New | 133,918 | 3,408 | 0.02% | — | 131 | +133,918 | New | Q4 2025 | Jan 27, 2026 |
| Kesler, Norman & Wride, LLC | History | Added to | 133,464 | 3,397 | 0.58% | 0.33% | 132 | +66,400 | 99.01% | Q4 2025 | Feb 10, 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | History | Added to | 130,166 | 3,313 | 2.44% | 2.26% | 133 | +8,705 | 7.17% | Q4 2025 | Feb 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 128,070 | 3,263 | 0.0% | 0.0% | 134 | +6,005 | 4.92% | Q4 2025 | Jan 08, 2026 |
| Stonebrook Private Inc. | History | Added to | 125,186 | 3,186 | 0.67% | 0.66% | 135 | +4,816 | 4.0% | Q4 2025 | Feb 11, 2026 |
| Breachway Investments LLC | History | New | 123,654 | 3,147 | 3.32% | — | 136 | +123,654 | New | Q4 2025 | Jan 27, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | Added to | 123,000 | 3,130 | 1.79% | 1.49% | 137 | +21,400 | 21.06% | Q4 2025 | Feb 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 120,555 | 3,068 | 0.02% | 0.02% | 138 | +10,341 | 9.38% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 120,191 | 3,059 | 0.0% | 0.0% | 139 | -100,398 | -45.51% | Q4 2025 | Feb 10, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 111,981 | 2,932 | 0.1% | 0.11% | 140 | -13,882 | -11.03% | Q4 2025 | Feb 13, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 109,881 | 2,797 | 1.12% | 0.77% | 141 | +31,883 | 40.88% | Q4 2025 | Feb 11, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | Reduced | 109,625 | 2,790 | 1.83% | 1.99% | 142 | -12,425 | -10.18% | Q4 2025 | Jan 22, 2026 |
| LifePlan Financial, LLC | History | Added to | 105,207 | 2,678 | 2.05% | 2.11% | 143 | +862 | 0.83% | Q4 2025 | Jan 20, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 103,440 | 2,633 | 0.2% | 0.19% | 144 | +12,897 | 14.24% | Q4 2025 | Jan 07, 2026 |
| ADIRONDACK TRUST CO | History | Added to | 102,725 | 2,614 | 0.86% | 0.82% | 145 | +6,534 | 6.79% | Q4 2025 | Jan 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 102,052 | 2,598 | 0.02% | 0.05% | 146 | -158,635 | -60.85% | Q4 2025 | Jan 05, 2026 |
| Marathon Mission, Inc. | History | Added to | 100,907 | 2,568 | 1.49% | 1.52% | 147 | +865 | 0.86% | Q4 2025 | Jan 05, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 100,868 | 2,567 | 0.14% | 0.14% | 148 | +6,828 | 7.26% | Q4 2025 | Jan 29, 2026 |
| Covington Investment Advisors Inc. | History | Added to | 100,195 | 2,550 | 0.35% | 0.3% | 149 | +11,299 | 12.71% | Q4 2025 | Feb 17, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 99,942 | 2,544 | 0.07% | 0.07% | 150 | -1,814 | -1.78% | Q4 2025 | Feb 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 97,166 | 2,473 | 0.06% | 0.05% | 151 | -8,329 | -7.9% | Q4 2025 | Feb 11, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 93,268 | 2,374 | 1.23% | 1.25% | 152 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 93,257 | 2,373 | 0.09% | 0.09% | 153 | +11,957 | 14.71% | Q4 2025 | Jan 14, 2026 |
| Mariner, LLC | History | Reduced | 91,015 | 2,316 | 0.0% | 0.0% | 154 | -15,421 | -14.49% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 81,582 | 2,077 | 0.0% | 0.0% | 155 | +61,875 | 313.97% | Q4 2025 | Feb 05, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 81,086 | 2,064 | 0.23% | 0.22% | 156 | +4,602 | 6.02% | Q4 2025 | Feb 03, 2026 |
| Foundry Financial Group, Inc. | History | Added to | 80,776 | 2,056 | 1.03% | 1.02% | 157 | +4,887 | 6.44% | Q4 2025 | Feb 04, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Added to | 79,933 | 2,034 | 1.21% | 1.14% | 158 | +7,705 | 10.67% | Q4 2025 | Jan 21, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 79,811 | 2,031 | 0.27% | 0.25% | 159 | +9,367 | 13.3% | Q4 2025 | Jan 15, 2026 |
| Arcataur Capital Management LLC | History | Reduced | 79,800 | 2,031 | 0.58% | 0.6% | 160 | -795 | -0.99% | Q4 2025 | Jan 27, 2026 |
| COWA, LLC | History | Added to | 79,198 | 2,016 | 0.61% | 0.52% | 161 | +18,200 | 29.84% | Q4 2025 | Feb 12, 2026 |
| KINTRA WEALTH, LLC | History | Reduced | 77,020 | 1,960 | 0.27% | 1.11% | 162 | -77 | -0.1% | Q4 2025 | Feb 18, 2026 |
| BEACON FINANCIAL GROUP | History | New | 74,956 | 1,908 | 0.19% | — | 163 | +74,956 | New | Q4 2025 | Apr 01, 2026 |
| First Fiduciary Investment Counsel, Inc. | History | Added to | 74,910 | 1,907 | 0.37% | 0.3% | 164 | +13,805 | 22.59% | Q4 2025 | Jan 30, 2026 |
| WRAPMANAGER INC | History | Reduced | 74,811 | 1,904 | 0.64% | 0.72% | 165 | -16,315 | -17.9% | Q4 2025 | Feb 06, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 74,052 | 1,884 | 0.02% | 0.03% | 166 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Foundation Wealth Management, LLC | History | Added to | 72,357 | 1,842 | 1.21% | 1.06% | 167 | +7,149 | 10.96% | Q4 2025 | Jan 27, 2026 |
| Private Advisor Group, LLC | History | Added to | 71,937 | 1,831 | 0.01% | 0.01% | 168 | +20,863 | 40.85% | Q4 2025 | Feb 17, 2026 |
| Segment Wealth Management, LLC | History | Added to | 69,780 | 1,776 | 0.1% | 0.11% | 169 | +180 | 0.26% | Q4 2025 | Jan 29, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 68,726 | 1,746 | 0.02% | 0.02% | 170 | +3,586 | 5.51% | Q4 2025 | Feb 10, 2026 |
| Fortis Capital Management LLC | History | Added to | 68,152 | 1,734 | 0.23% | 0.24% | 171 | +538 | 0.8% | Q4 2025 | Feb 13, 2026 |
| Reliant Wealth Planning | History | Added to | 68,109 | 1,733 | 0.54% | 0.56% | 172 | +542 | 0.8% | Q4 2025 | Feb 12, 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | History | Added to | 66,573 | 1,694 | 0.08% | 0.06% | 173 | +19,378 | 41.06% | Q4 2025 | Feb 12, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Added to | 66,421 | 1,690 | 0.92% | 0.17% | 174 | +54,391 | 452.13% | Q4 2025 | Feb 02, 2026 |
| Jefferson Bridge Capital, LLC | History | New | 66,270 | 1,686 | 1.7% | — | 175 | +66,270 | New | Q4 2025 | Jan 21, 2026 |
| Equitable Holdings, Inc. | History | Added to | 64,422 | 1,639 | 0.01% | 0.01% | 176 | +35,038 | 119.24% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 64,263 | 1,635 | 0.0% | 0.0% | 177 | +10,887 | 20.4% | Q4 2025 | Mar 16, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 64,107 | 1,631 | 0.0% | 0.0% | 178 | -130,544 | -67.07% | Q4 2025 | Feb 11, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 63,984 | 1,628 | 0.03% | 0.03% | 179 | +13,236 | 26.08% | Q4 2025 | Feb 10, 2026 |
| SMITH, MOORE & CO. | History | Added to | 63,666 | 1,620 | 0.12% | 0.11% | 180 | +7,502 | 13.36% | Q4 2025 | Jan 23, 2026 |
| Integrated Advisors Network LLC | History | Added to | 63,303 | 1,611 | 0.07% | 0.02% | 181 | +42,570 | 205.32% | Q4 2025 | Feb 17, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 62,617 | 1,593 | 0.01% | 0.01% | 182 | -10,792 | -14.7% | Q4 2025 | Jan 27, 2026 |
| IFG Advisory, LLC | History | Added to | 61,769 | 1,572 | 0.07% | 0.07% | 183 | +2,340 | 3.94% | Q4 2025 | Feb 10, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 61,672 | 1,569 | 0.25% | 0.21% | 184 | +11,522 | 22.98% | Q4 2025 | Jan 20, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 61,197 | 1,557 | 0.42% | 0.45% | 185 | -4,965 | -7.5% | Q4 2025 | Jan 16, 2026 |
| DAVENPORT & Co LLC | History | No change | 59,455 | 1,513 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 58,386 | 1,486 | 0.0% | 0.0% | 187 | +34,551 | 144.96% | Q4 2025 | Feb 17, 2026 |
| Gilbert Capital Group, Inc. | History | Added to | 57,575 | 1,465 | 1.1% | 1.05% | 188 | +4,335 | 8.14% | Q4 2025 | Jan 23, 2026 |
| TFR Capital, LLC. | History | Added to | 57,512 | 1,463 | 0.48% | 0.18% | 189 | +36,888 | 178.86% | Q4 2025 | Jan 27, 2026 |
| STAR Financial Bank | History | Reduced | 57,362 | 1,460 | 0.75% | 0.87% | 190 | -529 | -0.91% | Q4 2025 | Feb 13, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 57,113 | 1,453 | 0.28% | 0.34% | 191 | -5,173 | -8.31% | Q4 2025 | Feb 04, 2026 |
| Advance Capital Management, Inc. | History | Added to | 56,559 | 1,439 | 0.06% | 0.06% | 192 | +858 | 1.54% | Q4 2025 | Jan 06, 2026 |
| CGN Advisors LLC | History | Reduced | 56,443 | 1,436 | 0.11% | 0.12% | 193 | -988 | -1.72% | Q4 2025 | Jan 05, 2026 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | History | Added to | 55,877 | 1,422 | 0.66% | 0.69% | 194 | +260 | 0.47% | Q4 2025 | Jan 15, 2026 |
| Scissortail Wealth Management, LLC | History | Added to | 55,632 | 1,416 | 0.32% | 0.29% | 195 | +3,950 | 7.64% | Q4 2025 | Jan 29, 2026 |
| Cyr Financial Inc. | History | Reduced | 55,351 | 1,408 | 0.88% | 0.98% | 196 | -963 | -1.71% | Q4 2025 | Jan 16, 2026 |
| Briggs Wealth Management, Inc | History | New | 54,018 | 1,375 | 1.48% | — | 197 | +54,018 | New | Q4 2025 | Feb 19, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 53,893 | 1,371 | 0.12% | 0.09% | 198 | +13,322 | 32.84% | Q4 2025 | Feb 06, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 53,646 | 1,365 | 0.03% | 0.03% | 199 | +6,834 | 14.6% | Q4 2025 | Feb 09, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | New | 53,445 | 1,360 | 0.24% | — | 200 | +53,445 | New | Q4 2025 | Feb 17, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 52,574 | 1,338 | 0.09% | 0.1% | 201 | -3,157 | -5.66% | Q4 2025 | Jan 16, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 52,166 | 1,327 | 0.04% | 0.03% | 202 | +8,368 | 19.11% | Q4 2025 | Jan 23, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 51,254 | 1,304 | 0.15% | 0.16% | 203 | +25 | 0.05% | Q4 2025 | Jan 15, 2026 |
| WESBANCO BANK INC | History | New | 51,091 | 1,300 | 0.04% | — | 204 | +51,091 | New | Q4 2025 | Feb 03, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 50,351 | 1,281 | 0.02% | 0.02% | 205 | -118 | -0.23% | Q4 2025 | Feb 09, 2026 |
| AlTi Global, Inc. | History | Added to | 49,825 | 1,268 | 0.03% | 0.02% | 206 | +9,825 | 24.56% | Q4 2025 | Feb 13, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 49,832 | 1,268 | 0.18% | 0.18% | 207 | +394 | 0.8% | Q4 2025 | Feb 06, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | No change | 49,640 | 1,263 | 0.23% | 0.24% | 208 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 48,763 | 1,241 | 0.01% | 0.0% | 209 | +37,351 | 327.3% | Q4 2025 | Jan 23, 2026 |
| Montecito Bank & Trust | History | Added to | 48,390 | 1,231 | 0.2% | 0.17% | 210 | +4,665 | 10.67% | Q4 2025 | Jan 09, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | Added to | 47,724 | 1,214 | 0.54% | 0.44% | 211 | +8,520 | 21.73% | Q4 2025 | Jan 20, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Added to | 46,953 | 1,195 | 0.08% | 0.08% | 212 | +1,125 | 2.45% | Q4 2025 | Feb 04, 2026 |
| Farmers National Bank | History | New | 46,872 | 1,193 | 0.27% | — | 213 | +46,872 | New | Q4 2025 | Mar 12, 2026 |
| 10Elms LLP | History | No change | 46,656 | 1,187 | 1.09% | 1.07% | 214 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 44,414 | 1,130 | 0.0% | 0.0% | 215 | +3,711 | 9.12% | Q4 2025 | Feb 10, 2026 |
| Austin Private Wealth, LLC | History | Added to | 44,256 | 1,126 | 0.08% | 0.08% | 216 | +2,083 | 4.94% | Q4 2025 | Jan 20, 2026 |
| Neuberger Berman Group LLC | History | Added to | 43,971 | 1,119 | 0.0% | 0.0% | 217 | +11,400 | 35.0% | Q4 2025 | Feb 13, 2026 |
| THREADGILL FINANCIAL, LLC | History | New | 20,471 | 1,073 | 0.44% | — | 218 | +20,471 | New | Q4 2025 | Jan 08, 2026 |
| Cypress Point Wealth Management, LLC | History | New | 40,000 | 1,018 | 0.22% | — | 219 | +40,000 | New | Q4 2025 | Feb 02, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Added to | 39,288 | 1,000 | 0.83% | 0.73% | 220 | +4,310 | 12.32% | Q4 2025 | Jan 23, 2026 |
| TABR Capital Management, LLC | History | Added to | 38,642 | 983 | 0.66% | 0.25% | 221 | +24,197 | 167.51% | Q4 2025 | Jan 28, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 38,005 | 967 | 0.32% | 0.28% | 222 | +6,035 | 18.88% | Q4 2025 | Jan 28, 2026 |
| Jacobi Capital Management LLC | History | Added to | 37,109 | 944 | 0.05% | 0.05% | 223 | +3,883 | 11.69% | Q4 2025 | Feb 13, 2026 |
| Belpointe Asset Management LLC | History | Added to | 37,067 | 943 | 0.03% | 0.03% | 224 | +4,187 | 12.73% | Q4 2025 | Jan 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 36,514 | 929 | 0.01% | 0.01% | 225 | +10,003 | 37.73% | Q4 2025 | Jan 29, 2026 |
| MidFirst Bank | History | New | 36,139 | 919 | 0.07% | — | 226 | +36,139 | New | Q4 2025 | Feb 25, 2026 |
| Mendota Financial Group, LLC | History | Added to | 36,097 | 918 | 0.67% | 0.68% | 227 | +547 | 1.54% | Q4 2025 | Jan 20, 2026 |
| DARA CAPITAL US, INC. | History | New | 35,485 | 903 | 0.8% | — | 228 | +35,485 | New | Q4 2025 | Jan 23, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 34,423 | 876 | 0.05% | 0.04% | 229 | +7,821 | 29.4% | Q4 2025 | Feb 10, 2026 |
| Walleye Partners, LLC | History | New | 34,384 | 875 | 0.97% | — | 230 | +34,384 | New | Q4 2025 | Jan 28, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | New | 33,420 | 853 | 0.83% | — | 231 | +33,420 | New | Q4 2025 | Feb 17, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | Reduced | 33,507 | 852 | 0.21% | 0.22% | 232 | -3,916 | -10.46% | Q4 2025 | Feb 06, 2026 |
| Prosperity Planning, Inc. | History | Added to | 33,265 | 846 | 0.22% | 0.21% | 233 | +2,356 | 7.62% | Q4 2025 | Jan 14, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 33,024 | 840 | 0.18% | 0.24% | 234 | -7,841 | -19.19% | Q4 2025 | Feb 02, 2026 |
| HORAN Wealth, LLC | History | Reduced | 32,700 | 832 | 0.13% | 0.15% | 235 | -4,950 | -13.15% | Q4 2025 | Feb 04, 2026 |
| FOCUSED ALPHA, LLC | History | New | 32,501 | 827 | 0.24% | — | 236 | +32,501 | New | Q4 2025 | Feb 13, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Added to | 32,213 | 819 | 0.09% | 0.04% | 237 | +18,873 | 141.48% | Q4 2025 | Jan 14, 2026 |
| Brookstone Capital Management | History | Reduced | 31,054 | 790 | 0.01% | 0.01% | 238 | -715 | -2.25% | Q4 2025 | Jan 15, 2026 |
| Element Wealth, LLC | History | Added to | 30,732 | 782 | 0.32% | 0.24% | 239 | +9,168 | 42.52% | Q4 2025 | Feb 13, 2026 |
| MTM Investment Management, LLC | History | Added to | 30,465 | 775 | 0.25% | 0.24% | 240 | +897 | 3.03% | Q4 2025 | Feb 09, 2026 |
| COMERICA BANK | History | Added to | 30,094 | 766 | 0.0% | 0.0% | 241 | +2,471 | 8.95% | Q4 2025 | Jan 29, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 29,595 | 753 | 0.02% | — | 242 | +29,595 | New | Q4 2025 | Feb 13, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 29,572 | 752 | 0.14% | 0.12% | 243 | +3,492 | 13.39% | Q4 2025 | Jan 27, 2026 |
| 4J Wealth Management LLC | History | Added to | 29,191 | 743 | 0.43% | 0.35% | 244 | +5,842 | 25.02% | Q4 2025 | Jan 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 29,151 | 742 | 0.0% | 0.0% | 245 | +151 | 0.52% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 29,050 | 739 | 0.0% | 0.0% | 246 | +523 | 1.83% | Q4 2025 | Feb 13, 2026 |
| DecisionMap Wealth Management, LLC | History | Added to | 28,024 | 713 | 0.44% | 0.4% | 247 | +3,705 | 15.24% | Q4 2025 | Jan 07, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 27,650 | 703 | 0.0% | 0.0% | 248 | -705 | -2.49% | Q4 2025 | Feb 02, 2026 |
| Autumn Glory Partners, LLC | History | Added to | 27,516 | 700 | 0.25% | 0.29% | 249 | +64 | 0.23% | Q4 2025 | Jan 27, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 26,822 | 683 | 0.09% | 0.08% | 250 | +3,926 | 17.15% | Q4 2025 | Jan 12, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 26,000 | 661 | 0.03% | 0.04% | 251 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 25,273 | 643 | 0.01% | 0.01% | 252 | +10,388 | 69.79% | Q4 2025 | Feb 03, 2026 |
| Granite Harbor Advisors, Inc. | History | Reduced | 25,135 | 639 | 0.27% | 0.53% | 253 | -24,492 | -49.35% | Q4 2025 | Jan 22, 2026 |
| BAKER BOYER NATIONAL BANK | History | Added to | 24,340 | 619 | 0.19% | 0.2% | 254 | +226 | 0.94% | Q4 2025 | Feb 03, 2026 |
| Stockman Wealth Management, Inc. | History | No change | 24,104 | 613 | 0.07% | 0.08% | 255 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DEARBORN PARTNERS LLC | History | Reduced | 23,875 | 607 | 0.03% | 0.03% | 256 | -257 | -1.06% | Q4 2025 | Feb 11, 2026 |
| Redwood Financial Network Corp | History | Added to | 23,507 | 598 | 0.38% | 0.37% | 257 | +744 | 3.27% | Q4 2025 | Feb 10, 2026 |
| Balentine LLC | History | Added to | 22,645 | 576 | 0.02% | 0.02% | 258 | +344 | 1.54% | Q4 2025 | Feb 02, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 22,460 | 571 | 0.1% | 0.1% | 259 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Stokes Family Office, LLC | History | No change | 22,465 | 571 | 0.05% | 0.05% | 260 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Gilbert & Cook, Inc. | History | New | 22,408 | 570 | 0.07% | — | 261 | +22,408 | New | Q4 2025 | Jan 07, 2026 |
| Accretive Wealth Partners, LLC | History | New | 22,330 | 568 | 0.17% | — | 263 | +22,330 | New | Q4 2025 | Jan 28, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 22,316 | 568 | 0.01% | 0.0% | 262 | +11,775 | 111.71% | Q4 2025 | Jan 21, 2026 |
| Provenance Wealth Advisors, LLC | History | Reduced | 22,289 | 567 | 0.06% | 0.12% | 264 | -13,658 | -37.99% | Q4 2025 | Jan 26, 2026 |
| CVA Family Office, LLC | History | Added to | 22,215 | 565 | 0.06% | 0.06% | 265 | +5,377 | 31.93% | Q4 2025 | Jan 12, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 21,583 | 549 | 0.1% | 0.07% | 267 | +9,361 | 76.59% | Q4 2025 | Jan 14, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 21,574 | 549 | 0.01% | 0.01% | 266 | +114 | 0.53% | Q4 2025 | Jan 28, 2026 |
| American Trust | History | Added to | 21,548 | 548 | 0.05% | 0.05% | 268 | +563 | 2.68% | Q4 2025 | Feb 17, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 21,443 | 545 | 0.03% | 0.04% | 269 | +325 | 1.54% | Q4 2025 | Jan 20, 2026 |
| Mutual Advisors, LLC | History | Reduced | 20,833 | 530 | 0.01% | 0.01% | 270 | -55 | -0.26% | Q4 2025 | Feb 02, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 20,662 | 525 | 0.07% | 0.07% | 271 | +192 | 0.94% | Q4 2025 | Jan 14, 2026 |
| StoneX Group Inc. | History | Added to | 20,569 | 523 | 0.02% | 0.02% | 272 | +1,531 | 8.04% | Q4 2025 | Feb 12, 2026 |
| Straight Path Wealth Management | History | Added to | 20,256 | 515 | 0.14% | 0.13% | 273 | +1,598 | 8.56% | Q4 2025 | Feb 11, 2026 |
| FIRST INTERSTATE BANK | History | No change | 20,047 | 510 | 0.03% | 0.03% | 274 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ADG Wealth Management Group, LLC | History | New | 20,000 | 509 | 0.39% | — | 275 | +20,000 | New | Q4 2025 | Jan 15, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Added to | 19,975 | 508 | 0.35% | 0.36% | 276 | +339 | 1.73% | Q4 2025 | Feb 09, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 19,811 | 504 | 0.01% | 0.01% | 277 | +1,309 | 7.07% | Q4 2025 | Feb 02, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 19,389 | 493 | 0.0% | 0.0% | 278 | +18,809 | 3242.93% | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 18,805 | 478 | 0.0% | 0.0% | 279 | +369 | 2.0% | Q4 2025 | Feb 12, 2026 |
| Round Rock Advisors LLC | History | New | 18,302 | 465 | 0.07% | — | 280 | +18,302 | New | Q4 2025 | Jan 27, 2026 |
| Advisory Services Network, LLC | History | Added to | 18,242 | 464 | 0.01% | 0.01% | 281 | +3,976 | 27.87% | Q4 2025 | Feb 17, 2026 |
| Ancora Advisors LLC | History | Added to | 17,996 | 458 | 0.01% | 0.01% | 282 | +2,558 | 16.57% | Q4 2025 | Feb 17, 2026 |
| TABLEAUX LLC | History | Added to | 17,938 | 456 | 0.32% | 0.16% | 283 | +1,810 | 11.22% | Q4 2025 | Feb 17, 2026 |
| CFO CAPITAL MANAGEMENT LLC | History | New | 17,865 | 454 | 0.34% | — | 284 | +17,865 | New | Q4 2025 | Mar 02, 2026 |
| KOM Wealth Management Group, LLC | History | Added to | 17,604 | 448 | 0.32% | 0.17% | 285 | +8,978 | 104.08% | Q4 2025 | Jan 23, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 17,465 | 444 | 0.01% | 0.01% | 286 | +1,500 | 9.4% | Q4 2025 | Feb 12, 2026 |
| Ellis Investment Partners, LLC | History | New | 17,292 | 440 | 0.08% | — | 287 | +17,292 | New | Q4 2025 | Feb 02, 2026 |
| Adalta Capital Management LLC | History | New | 17,180 | 437 | 0.2% | — | 288 | +17,180 | New | Q4 2025 | Feb 17, 2026 |
| Clearstead Trust, LLC | History | New | 16,986 | 432 | 0.07% | — | 289 | +16,986 | New | Q4 2025 | Feb 09, 2026 |
| Curbstone Financial Management Corp | History | New | 16,600 | 422 | 0.08% | — | 290 | +16,600 | New | Q4 2025 | Jan 23, 2026 |
| Atwater Malick LLC | History | Added to | 16,357 | 416 | 0.11% | 0.08% | 292 | +5,209 | 46.73% | Q4 2025 | Jan 23, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 16,343 | 416 | 0.02% | 0.02% | 291 | +2,044 | 14.29% | Q4 2025 | Jan 29, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | Reduced | 16,139 | 410 | 0.22% | 0.24% | 293 | -1,144 | -6.62% | Q4 2025 | Feb 11, 2026 |
| Robbins Farley | History | Added to | 16,031 | 408 | 0.19% | 0.09% | 294 | +7,857 | 96.12% | Q4 2025 | Jan 23, 2026 |
| True Link Financial Advisors, LLC | History | New | 15,578 | 396 | 0.02% | — | 295 | +15,578 | New | Q4 2025 | Jan 29, 2026 |
| Hurley Capital, LLC | History | Added to | 15,521 | 395 | 0.22% | 0.09% | 296 | +9,347 | 151.39% | Q4 2025 | Feb 17, 2026 |
| Ledyard National Bank | History | No change | 15,204 | 387 | 0.03% | 0.03% | 297 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| American Money Management, LLC | History | Added to | 15,162 | 385 | 0.06% | 0.04% | 298 | +6,100 | 67.31% | Q4 2025 | Feb 10, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 14,708 | 374 | 0.04% | 0.04% | 299 | +575 | 4.07% | Q4 2025 | Feb 13, 2026 |
| High Note Wealth, LLC | History | Added to | 14,661 | 373 | 0.07% | 0.01% | 300 | +13,568 | 1241.35% | Q4 2025 | Feb 05, 2026 |
| FIRST MANHATTAN CO. LLC. | History | New | 14,454 | 367 | 0.0% | — | 301 | +14,454 | New | Q4 2025 | Feb 17, 2026 |
| Bank of New Hampshire | History | New | 14,100 | 358 | 0.08% | — | 303 | +14,100 | New | Q4 2025 | Mar 16, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 14,083 | 358 | 0.02% | 0.02% | 302 | +395 | 2.89% | Q4 2025 | Jan 23, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 13,640 | 347 | 0.03% | 0.02% | 304 | +3,950 | 40.76% | Q4 2025 | Feb 04, 2026 |
| WJ Wealth Management, LLC | History | Added to | 13,600 | 346 | 0.15% | 0.15% | 305 | +200 | 1.49% | Q4 2025 | Feb 05, 2026 |
| Willis Johnson & Associates, Inc. | History | No change | 13,550 | 344 | 0.02% | 0.02% | 306 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 13,431 | 341 | 0.06% | 0.05% | 307 | +982 | 7.89% | Q4 2025 | Jan 28, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Added to | 13,247 | 337 | 0.1% | 0.1% | 308 | +150 | 1.15% | Q4 2025 | Feb 12, 2026 |
| Cypress Wealth Services, LLC | History | No change | 13,171 | 335 | 0.05% | 0.06% | 309 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 13,046 | 332 | 0.07% | — | 312 | +13,046 | New | Q4 2025 | Feb 18, 2026 |
| Moors & Cabot, Inc. | History | Added to | 13,075 | 332 | 0.01% | 0.01% | 310 | +2,885 | 28.31% | Q4 2025 | Feb 10, 2026 |
| NWAM LLC | History | Added to | 13,058 | 332 | 0.02% | 0.02% | 311 | +101 | 0.78% | Q4 2025 | Feb 04, 2026 |
| WIREGRASS INVESTMENT MANAGEMENT LLC | History | New | 13,000 | 330 | 0.28% | — | 313 | +13,000 | New | Q4 2025 | Feb 13, 2026 |
| Banque Cantonale Vaudoise | History | Reduced | 12,941 | 329 | 0.01% | 0.01% | 314 | -779 | -5.68% | Q4 2025 | Feb 06, 2026 |
| SageView Advisory Group, LLC | History | Added to | 12,654 | 322 | 0.01% | 0.01% | 315 | +4,503 | 55.24% | Q4 2025 | Feb 17, 2026 |
| XML Financial, LLC | History | Added to | 12,577 | 320 | 0.03% | 0.02% | 316 | +4,520 | 56.1% | Q4 2025 | Feb 11, 2026 |
| Ferguson Johnson Wealth Management Inc | History | New | 12,210 | 310 | 0.26% | — | 317 | +12,210 | New | Q4 2025 | Feb 06, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Added to | 12,009 | 305 | 0.09% | 0.09% | 318 | +784 | 6.98% | Q4 2025 | Jan 20, 2026 |
| Financial Advisory Corp | History | Added to | 12,002 | 305 | 0.04% | 0.04% | 319 | +226 | 1.92% | Q4 2025 | Jan 27, 2026 |
| Journey Advisory Group, LLC | History | No change | 11,500 | 292 | 0.02% | 0.02% | 320 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 11,200 | 285 | 0.02% | 0.02% | 321 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 11,100 | 282 | 0.01% | 0.0% | 322 | +8,100 | 270.0% | Q4 2025 | Feb 12, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Added to | 10,930 | 278 | 0.06% | 0.06% | 323 | +849 | 8.42% | Q4 2025 | Jan 22, 2026 |
| Sarver Vrooman Wealth Advisors | History | Added to | 10,825 | 275 | 0.16% | 0.15% | 325 | +1,869 | 20.87% | Q4 2025 | Feb 10, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 10,824 | 275 | 0.06% | 0.06% | 324 | -496 | -4.38% | Q4 2025 | Jan 26, 2026 |
| Evanson Asset Management, LLC | History | Added to | 10,729 | 273 | 0.01% | 0.01% | 326 | +704 | 7.02% | Q4 2025 | Jan 12, 2026 |
| FMR LLC | History | New | 10,721 | 272 | 0.0% | — | 327 | +10,721 | New | Q4 2025 | Feb 17, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 10,529 | 268 | 0.02% | 0.02% | 328 | +2,262 | 27.36% | Q4 2025 | Feb 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 10,459 | 266 | 0.0% | 0.0% | 329 | +4,448 | 74.0% | Q4 2025 | Feb 06, 2026 |
| DUDLEY CAPITAL MANAGEMENT, LLC | History | New | 10,300 | 262 | 0.11% | — | 330 | +10,300 | New | Q4 2025 | Feb 02, 2026 |
| Carson Advisory Inc. | History | New | 10,265 | 261 | 0.14% | — | 331 | +10,265 | New | Q4 2025 | Feb 12, 2026 |
| J.E. Simmons & Co., P.C. | History | New | 10,262 | 261 | 0.17% | — | 332 | +10,262 | New | Q4 2025 | Feb 13, 2026 |
| Highland Financial Advisors, LLC | History | No change | 10,162 | 258 | 0.07% | 0.07% | 333 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Evergreen Wealth Partners LLC | History | New | 10,047 | 255 | 0.21% | — | 334 | +10,047 | New | Q4 2025 | Feb 05, 2026 |
| NESTEGG ADVISORS, INC. | History | Reduced | 9,908 | 252 | 0.22% | 0.31% | 335 | -3,771 | -27.57% | Q4 2025 | Jan 21, 2026 |
| Maia Wealth LLC | History | Reduced | 9,795 | 249 | 0.04% | 0.04% | 336 | -386 | -3.79% | Q4 2025 | Feb 17, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 9,514 | 242 | 0.01% | 0.01% | 338 | -291 | -2.97% | Q4 2025 | Feb 02, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 9,532 | 242 | 0.06% | 0.07% | 337 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 9,432 | 240 | 0.01% | 0.01% | 339 | -346 | -3.54% | Q4 2025 | Feb 02, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | No change | 9,244 | 235 | 0.01% | 0.01% | 340 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Advisor OS, LLC | History | New | 9,149 | 232 | 0.02% | — | 342 | +9,149 | New | Q4 2025 | Feb 04, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 9,149 | 232 | 0.01% | 0.01% | 341 | +1,094 | 13.58% | Q4 2025 | Feb 03, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | New | 9,086 | 231 | 0.11% | — | 343 | +9,086 | New | Q4 2025 | Jan 22, 2026 |
| Maridea Wealth Management LLC | History | New | 9,072 | 230 | 0.03% | — | 345 | +9,072 | New | Q4 2025 | Jan 08, 2026 |
| SIGNATUREFD, LLC | History | Added to | 9,042 | 230 | 0.0% | 0.0% | 344 | +207 | 2.34% | Q4 2025 | Jan 20, 2026 |
| Dakota Wealth Management | History | Reduced | 9,000 | 229 | 0.0% | 0.0% | 346 | -400 | -4.26% | Q4 2025 | Jan 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 8,878 | 225 | 0.01% | — | 348 | +8,878 | New | Q4 2025 | Jan 29, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 8,843 | 225 | 0.03% | 0.03% | 347 | +134 | 1.54% | Q4 2025 | Feb 13, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | New | 8,800 | 224 | 0.05% | — | 349 | +8,800 | New | Q4 2025 | Jan 23, 2026 |
| Mayflower Financial Advisors, LLC | History | New | 8,776 | 223 | 0.03% | — | 350 | +8,776 | New | Q4 2025 | Jan 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 8,731 | 222 | 0.03% | 0.03% | 351 | +101 | 1.17% | Q4 2025 | Jan 29, 2026 |
| Wealthspire Advisors, LLC | History | No change | 8,639 | 219 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Pine Haven Investment Counsel, Inc | History | New | 8,250 | 210 | 0.15% | — | 353 | +8,250 | New | Q4 2025 | Jan 08, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | No change | 8,230 | 209 | 0.09% | 0.1% | 354 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 8,100 | 206 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 8,083 | 205 | 0.0% | 0.0% | 356 | -251 | -3.01% | Q4 2025 | Feb 09, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 8,033 | 204 | 0.0% | — | 358 | +8,033 | New | Q4 2025 | Feb 10, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 8,000 | 204 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ALESCO ADVISORS LLC | History | No change | 8,010 | 203 | 0.01% | 0.01% | 359 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | New | 7,858 | 200 | 0.03% | — | 360 | +7,858 | New | Q4 2025 | Jan 27, 2026 |
| Empower Advisory Group, LLC | History | No change | 7,891 | 200 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 7,523 | 191 | 0.01% | 0.01% | 362 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| McIlrath & Eck, LLC | History | Added to | 6,468 | 164 | 0.02% | 0.01% | 364 | +4,040 | 166.39% | Q4 2025 | Feb 03, 2026 |
| Hills Bank & Trust Co | History | No change | 6,457 | 164 | 0.01% | 0.01% | 363 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 6,205 | 157 | 0.01% | 0.01% | 365 | -76 | -1.21% | Q4 2025 | Jan 26, 2026 |
| Bogart Wealth, LLC | History | Added to | 5,429 | 138 | 0.01% | 0.01% | 366 | +3 | 0.06% | Q4 2025 | Jan 30, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 5,145 | 130 | 0.01% | — | 367 | +5,145 | New | Q4 2025 | Jan 21, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 4,649 | 118 | 0.0% | 0.0% | 368 | +4,223 | 991.31% | Q4 2025 | Feb 12, 2026 |
| Addison Advisors LLC | History | No change | 4,655 | 118 | 0.03% | 0.03% | 369 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GAMMA Investing LLC | History | Added to | 4,630 | 117 | 0.01% | 0.01% | 370 | +255 | 5.83% | Q4 2025 | Jan 05, 2026 |
| BOKF, NA | History | New | 4,237 | 107 | 0.0% | — | 371 | +4,237 | New | Q4 2025 | Feb 03, 2026 |
| CNB Bank | History | Added to | 3,870 | 98 | 0.04% | 0.01% | 372 | +3,306 | 586.17% | Q4 2025 | Feb 11, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 3,600 | 91 | 0.01% | 0.01% | 373 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Hyposwiss Advisors SA | History | New | 3,495 | 88 | 0.09% | — | 374 | +3,495 | New | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | New | 3,393 | 86 | 0.0% | — | 375 | +3,393 | New | Q4 2025 | Jan 26, 2026 |
| Bank of Jackson Hole Trust | History | No change | 3,374 | 85 | 0.04% | 0.04% | 376 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 2,880 | 73 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 2,690 | 68 | 0.0% | — | 378 | +2,690 | New | Q4 2025 | Feb 03, 2026 |
| Trust Co | History | Reduced | 2,665 | 67 | 0.01% | 0.01% | 380 | -1,333 | -33.34% | Q4 2025 | Jan 15, 2026 |
| Asset Dedication, LLC | History | No change | 2,655 | 67 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Coastline Trust Co | History | No change | 2,565 | 65 | 0.01% | 0.01% | 381 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | New | 2,000 | 50 | 0.02% | — | 383 | +2,000 | New | Q4 2025 | Jan 05, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 2,000 | 50 | 0.01% | 0.02% | 382 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Legacy Bridge, LLC | History | No change | 1,900 | 48 | 0.02% | 0.02% | 384 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 1,608 | 40 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Front Row Advisors LLC | History | No change | 1,600 | 40 | 0.01% | 0.01% | 386 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | Reduced | 1,415 | 36 | 0.01% | 0.03% | 387 | -4,022 | -73.97% | Q4 2025 | Feb 02, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 1,400 | 35 | 0.01% | 0.01% | 388 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Stephens Consulting, LLC | History | No change | 1,309 | 33 | 0.01% | 0.01% | 389 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| MASECO LLP | History | New | 1,215 | 30 | 0.0% | — | 392 | +1,215 | New | Q4 2025 | Jan 22, 2026 |
| BALLAST ADVISORS LLC | History | Added to | 1,197 | 30 | 0.01% | 0.01% | 391 | +294 | 32.56% | Q4 2025 | Feb 03, 2026 |
| EASTERN BANK | History | No change | 1,195 | 30 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,146 | 29 | 0.0% | 0.0% | 393 | -2,227 | -66.02% | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,022 | 26 | 0.0% | 0.0% | 394 | +421 | 70.05% | Q4 2025 | Feb 13, 2026 |
| Spire Wealth Management | History | Added to | 943 | 24 | 0.0% | 0.0% | 395 | +308 | 48.5% | Q4 2025 | Jan 14, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 850 | 21 | 0.0% | 0.0% | 396 | -150 | -15.0% | Q4 2025 | Feb 20, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 790 | 20 | 0.0% | 0.0% | 397 | +12 | 1.54% | Q4 2025 | Jan 20, 2026 |
| CX Institutional | History | Added to | 784 | 20 | 0.0% | 0.0% | 398 | +12 | 1.55% | Q4 2025 | Feb 02, 2026 |
| Colonial Trust Co / SC | History | No change | 800 | 20 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Blue Trust, Inc. | History | Added to | 746 | 18 | 0.0% | 0.0% | 401 | +11 | 1.5% | Q4 2025 | Jan 16, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 698 | 18 | 0.01% | 0.01% | 400 | +10 | 1.45% | Q4 2025 | Feb 10, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 735 | 18 | 0.01% | 0.01% | 402 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Venturi Wealth Management, LLC | History | No change | 658 | 16 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Biltmore Family Office, LLC | History | No change | 650 | 16 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| AlphaCore Capital LLC | History | New | 610 | 15 | 0.0% | — | 405 | +610 | New | Q4 2025 | Feb 05, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 500 | 13 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Y.D. More Investments Ltd | History | No change | 500 | 12 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 500 | 12 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| First PREMIER Bank | History | No change | 302 | 8 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 104 | 3 | 0.0% | — | 410 | +104 | New | Q4 2025 | Feb 12, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 69 | 1 | 0.0% | — | 411 | +69 | New | Q4 2025 | Feb 19, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -399,602 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Matthew Goff Investment Advisor, LLC | History | Closed out | 0 | 0 | — | 0.62% | — | -142,349 | -100.0% | Q3 2025 | Oct 15, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -114,200 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -83,126 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Meridian Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -79,707 | -100.0% | Q3 2025 | Nov 04, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -78,116 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -62,116 | -100.0% | Q3 2025 | Nov 10, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42,909 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.12% | — | -37,793 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Lee Financial Co | History | Closed out | 0 | 0 | — | 0.09% | — | -28,900 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Strata Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -14,617 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Smith Salley Wealth Management | History | Closed out | 0 | 0 | — | 0.02% | — | -12,796 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Waterford Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -9,656 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,147 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Koesten, Hirschmann & Crabtree, INC. | History | Closed out | 0 | 0 | — | 0.06% | — | -5,140 | -100.0% | Q3 2025 | Nov 05, 2025 |
| United Community Bank | History | Closed out | 0 | 0 | — | 0.02% | — | -2,343 | -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 |
| NBT BANK N A /NY | History | Closed out | 0 | 0 | — | 0.0% | — | -720 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Kozak & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -536 | -100.0% | Q3 2025 | Nov 18, 2025 |
| LOGAN CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -269 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -217 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Founders Financial Alliance, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -215 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -153 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Moisand Fitzgerald Tamayo, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -105 | -100.0% | Q3 2025 | Oct 23, 2025 |