iSHARES TRUST - IBTH
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HM PAYSON & CO | History | Added to | 7,429,326 | 166,936 | 2.35% | 2.2% | 1 | +629,765 | 9.26% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 3,603,315 | 80,966 | 0.0% | 0.0% | 2 | +94,053 | 2.68% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,522,571 | 79,152 | 0.01% | 0.01% | 3 | +135,777 | 4.01% | Q4 2025 | Feb 17, 2026 |
| GLOBALT Investments LLC / GA | History | Reduced | 2,829,992 | 63,589 | 2.32% | 2.33% | 4 | -3,052 | -0.11% | Q4 2025 | Feb 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,515,703 | 56,527 | 0.01% | 0.01% | 5 | +545,640 | 27.7% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 2,277,770 | 51,183 | 0.08% | 0.04% | 6 | +1,212,784 | 113.88% | Q4 2025 | Feb 18, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 1,949,885 | 43,813 | 4.39% | 4.54% | 7 | -25,343 | -1.28% | Q4 2025 | Feb 13, 2026 |
| Kovitz Investment Group Partners, LLC | History | Added to | 1,940,729 | 43,608 | 0.97% | 0.1% | 8 | +807,851 | 71.31% | Q4 2025 | Feb 20, 2026 |
| LPL Financial LLC | History | Added to | 1,747,077 | 39,256 | 0.01% | 0.01% | 9 | +503,695 | 40.51% | Q4 2025 | Feb 11, 2026 |
| NewEdge Advisors, LLC | History | Added to | 1,744,511 | 39,199 | 0.14% | 0.13% | 10 | +497,993 | 39.95% | Q4 2025 | Feb 18, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,734,435 | 38,972 | 0.01% | 0.01% | 11 | +517,603 | 42.54% | Q4 2025 | Feb 18, 2026 |
| Brookstone Capital Management | History | Added to | 1,701,726 | 38,237 | 0.44% | 0.0% | 12 | +1,690,569 | 15152.54% | Q4 2025 | Jan 15, 2026 |
| Focus Partners Wealth | History | Added to | 1,409,886 | 31,680 | 0.04% | 0.04% | 13 | +180,599 | 14.69% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 1,282,633 | 28,820 | 0.0% | 0.0% | 14 | +152,290 | 13.47% | Q4 2025 | Jan 29, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 1,234,952 | 27,749 | 0.17% | 0.13% | 15 | +431,540 | 53.71% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Added to | 1,169,742 | 26,284 | 0.21% | 0.0% | 16 | +1,146,792 | 4996.92% | Q4 2025 | Jan 26, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 1,150,990 | 25,862 | 0.31% | 0.22% | 17 | +61,910 | 5.68% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 1,017,505 | 22,863 | 0.26% | 0.27% | 18 | +8,757 | 0.87% | Q4 2025 | Jan 20, 2026 |
| Financial Advisory Corp | History | Added to | 960,093 | 21,573 | 3.14% | 2.7% | 19 | +147,243 | 18.11% | Q4 2025 | Jan 27, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 910,518 | 20,459 | 0.31% | 0.28% | 20 | +142,723 | 18.59% | Q4 2025 | Jan 13, 2026 |
| Journey Advisory Group, LLC | History | Added to | 849,836 | 19,095 | 1.61% | 1.37% | 21 | +30,239 | 3.69% | Q4 2025 | Jan 27, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 802,540 | 18,033 | 0.87% | 0.04% | 22 | +766,146 | 2105.14% | Q4 2025 | Jan 20, 2026 |
| MKT Advisors LLC | History | Added to | 781,080 | 17,566 | 5.99% | 4.77% | 23 | +210,801 | 36.96% | Q4 2025 | Jan 08, 2026 |
| Denver PWM, LLC | History | No change | 743,411 | 16,719 | 5.58% | 5.21% | 24 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Asset Advisors Investment Management, LLC | History | Added to | 710,265 | 15,959 | 1.47% | 1.39% | 25 | +55,982 | 8.56% | Q4 2025 | Jan 23, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 690,823 | 15,522 | 0.23% | 0.22% | 26 | +72,998 | 11.82% | Q4 2025 | Jan 22, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 659,422 | 14,817 | 1.42% | 1.35% | 27 | +34,599 | 5.54% | Q4 2025 | Feb 23, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 638,020 | 14,336 | 0.0% | 0.01% | 28 | -727,544 | -53.28% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 612,826 | 13,770 | 0.0% | — | 29 | +612,826 | New | Q4 2025 | Feb 17, 2026 |
| Carnegie Investment Counsel | History | Added to | 609,295 | 13,690 | 0.25% | 0.01% | 30 | +576,841 | 1777.41% | Q4 2025 | Jan 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 601,401 | 13,517 | 0.02% | 0.02% | 31 | +31,904 | 5.6% | Q4 2025 | Feb 17, 2026 |
| Krilogy Financial LLC | History | Added to | 556,492 | 12,518 | 0.43% | 0.44% | 32 | +28,723 | 5.44% | Q4 2025 | Jan 27, 2026 |
| CWM, LLC | History | Added to | 541,954 | 12,178 | 0.03% | 0.01% | 33 | +456,680 | 535.54% | Q4 2025 | Jan 26, 2026 |
| Wealth Management Strategies, Inc. | History | Added to | 515,014 | 11,572 | 5.33% | 5.4% | 34 | +30,647 | 6.33% | Q4 2025 | Feb 17, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Reduced | 461,672 | 10,373 | 1.48% | 1.55% | 35 | -18,174 | -3.79% | Q4 2025 | Jan 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 453,175 | 10,182 | 0.01% | 0.01% | 36 | -248,701 | -35.43% | Q4 2025 | Feb 10, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 431,286 | 9,690 | 0.15% | 0.15% | 37 | -24,919 | -5.46% | Q4 2025 | Jan 05, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 425,446 | 9,559 | 0.77% | 0.81% | 38 | +12,676 | 3.07% | Q4 2025 | Feb 12, 2026 |
| Apella Capital, LLC | History | Added to | 394,615 | 8,867 | 0.18% | 0.11% | 39 | +177,358 | 81.64% | Q4 2025 | Jan 21, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | Added to | 386,888 | 8,693 | 3.73% | 3.69% | 40 | +24,540 | 6.77% | Q4 2025 | Jan 26, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 381,590 | 8,574 | 0.05% | 0.01% | 41 | +268,128 | 236.32% | Q4 2025 | Jan 29, 2026 |
| FULTON BANK, N.A. | History | New | 365,050 | 8,202 | 0.28% | — | 42 | +365,050 | New | Q4 2025 | Jan 08, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | Added to | 364,303 | 8,185 | 4.49% | 4.31% | 43 | +24,691 | 7.27% | Q4 2025 | Feb 12, 2026 |
| Delta Wealth Advisors LLC | History | New | 346,594 | 7,787 | 6.52% | — | 44 | +346,594 | New | Q4 2025 | Jan 28, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 342,942 | 7,706 | 0.02% | 0.02% | 45 | +27,759 | 8.81% | Q4 2025 | Feb 11, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 340,197 | 7,644 | 0.01% | 0.01% | 46 | +30,716 | 9.93% | Q4 2025 | Feb 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 338,030 | 7,596 | 0.06% | 0.02% | 47 | +236,176 | 231.88% | Q4 2025 | Jan 05, 2026 |
| Old Port Advisors | History | Added to | 327,909 | 7,368 | 1.81% | 1.81% | 48 | +7,185 | 2.24% | Q4 2025 | Jan 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 323,082 | 7,259 | 0.01% | 0.02% | 49 | -253,767 | -43.99% | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | Added to | 322,051 | 7,236 | 0.13% | 0.13% | 50 | +67,048 | 26.29% | Q4 2025 | Feb 06, 2026 |
| Flavin Financial Services, Inc. | History | Added to | 316,153 | 7,103 | 4.87% | 4.14% | 51 | +57,257 | 22.12% | Q4 2025 | Feb 05, 2026 |
| BIP Wealth, LLC | History | New | 313,730 | 7,049 | 0.25% | — | 52 | +313,730 | New | Q4 2025 | Jan 21, 2026 |
| Northstar Group, Inc. | History | Added to | 312,259 | 7,016 | 0.96% | 0.97% | 53 | +17,361 | 5.89% | Q4 2025 | Feb 13, 2026 |
| FAGAN ASSOCIATES, INC. | History | Added to | 304,967 | 6,852 | 0.91% | 0.94% | 54 | +1,500 | 0.49% | Q4 2025 | Jan 30, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 291,949 | 6,560 | 0.01% | 0.01% | 55 | +33,421 | 12.93% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Added to | 282,888 | 6,356 | 0.0% | 0.0% | 56 | +112,249 | 65.78% | Q4 2025 | Feb 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 277,747 | 6,245 | 0.01% | 0.01% | 57 | -95,284 | -25.54% | Q4 2025 | Jan 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 273,877 | 6,154 | 0.0% | 0.0% | 58 | +25,492 | 10.26% | Q4 2025 | Feb 17, 2026 |
| REBALANCE, LLC | History | Added to | 267,135 | 6,002 | 0.35% | 0.28% | 59 | +59,008 | 28.35% | Q4 2025 | Jan 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 266,274 | 5,983 | 0.01% | 0.01% | 60 | +67,837 | 34.19% | Q4 2025 | Feb 13, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 259,199 | 5,824 | 0.37% | 0.34% | 61 | +23,324 | 9.89% | Q4 2025 | Feb 13, 2026 |
| MBL Wealth, LLC | History | Added to | 253,303 | 5,691 | 0.46% | 0.49% | 62 | +2,792 | 1.11% | Q4 2025 | Jan 21, 2026 |
| CENTRAL TRUST Co | History | Reduced | 252,747 | 5,679 | 0.11% | 0.15% | 63 | -76,055 | -23.13% | Q4 2025 | Feb 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 243,139 | 5,463 | 0.03% | 0.05% | 64 | -112,976 | -31.72% | Q4 2025 | Feb 12, 2026 |
| Probity Advisors, Inc. | History | Added to | 240,754 | 5,409 | 0.87% | 0.8% | 65 | +21,580 | 9.85% | Q4 2025 | Jan 27, 2026 |
| Legacy Private Trust Co. | History | Reduced | 234,571 | 5,270 | 0.31% | 0.68% | 66 | -275,535 | -54.02% | Q4 2025 | Jan 08, 2026 |
| Hilltop Holdings Inc. | History | Added to | 217,937 | 4,897 | 0.29% | 0.24% | 67 | +18,570 | 9.31% | Q4 2025 | Feb 17, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 210,168 | 4,722 | 0.21% | 0.01% | 68 | +200,095 | 1986.45% | Q4 2025 | Feb 12, 2026 |
| Stockman Wealth Management, Inc. | History | Added to | 210,068 | 4,720 | 0.55% | 0.54% | 69 | +16,994 | 8.8% | Q4 2025 | Jan 29, 2026 |
| Midwest Professional Planners, LTD. | History | Added to | 205,211 | 4,611 | 1.09% | 0.93% | 70 | +36,443 | 21.59% | Q4 2025 | Feb 06, 2026 |
| Parkside Financial Bank & Trust | History | New | 200,311 | 4,500 | 0.34% | — | 71 | +200,311 | New | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 199,024 | 4,473 | 0.01% | 0.01% | 72 | +76,968 | 63.06% | Q4 2025 | Feb 05, 2026 |
| Asset Dedication, LLC | History | Added to | 198,025 | 4,449 | 0.29% | 0.14% | 73 | +105,871 | 114.88% | Q4 2025 | Jan 26, 2026 |
| Atlantic Private Wealth, LLC | History | Added to | 195,805 | 4,399 | 2.81% | 2.46% | 74 | +26,708 | 15.79% | Q4 2025 | Feb 11, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 195,122 | 4,384 | 0.18% | 0.15% | 75 | +38,953 | 24.94% | Q4 2025 | Feb 09, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 190,908 | 4,289 | 0.01% | 0.01% | 76 | +15,198 | 8.65% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 185,751 | 4,173 | 0.0% | 0.0% | 77 | -648 | -0.35% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 181,790 | 4,084 | 0.01% | 0.01% | 78 | +2,721 | 1.52% | Q4 2025 | Feb 02, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 173,426 | 3,896 | 0.02% | 0.02% | 79 | +5,765 | 3.44% | Q4 2025 | Jan 29, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 171,068 | 3,843 | 0.06% | 0.06% | 80 | -1,533 | -0.89% | Q4 2025 | Jan 20, 2026 |
| Gradient Investments LLC | History | Added to | 168,583 | 3,788 | 0.06% | 0.02% | 81 | +123,697 | 275.58% | Q4 2025 | Jan 08, 2026 |
| Accretive Wealth Partners, LLC | History | Added to | 153,156 | 3,441 | 1.02% | 1.02% | 82 | +5,040 | 3.4% | Q4 2025 | Jan 28, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 144,504 | 3,247 | 0.08% | — | 83 | +144,504 | New | Q4 2025 | Jan 29, 2026 |
| Portland Global Advisors LLC | History | Added to | 142,114 | 3,193 | 0.34% | 0.3% | 84 | +21,100 | 17.44% | Q4 2025 | Feb 10, 2026 |
| Allworth Financial LP | History | New | 136,312 | 3,062 | 0.01% | — | 85 | +136,312 | New | Q4 2025 | Feb 05, 2026 |
| Parallel Advisors, LLC | History | Added to | 135,871 | 3,053 | 0.06% | 0.05% | 86 | +2,535 | 1.9% | Q4 2025 | Feb 11, 2026 |
| Belpointe Asset Management LLC | History | Added to | 134,514 | 3,022 | 0.11% | 0.02% | 87 | +108,715 | 421.39% | Q4 2025 | Jan 27, 2026 |
| HighTower Advisors, LLC | History | Added to | 133,147 | 2,991 | 0.0% | 0.0% | 88 | +31,214 | 30.62% | Q4 2025 | Feb 06, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 124,187 | 2,790 | 0.02% | 0.01% | 89 | +12,971 | 11.66% | Q4 2025 | Feb 13, 2026 |
| Valmark Advisers, Inc. | History | Added to | 123,848 | 2,782 | 0.03% | 0.02% | 90 | +41,974 | 51.27% | Q4 2025 | Jan 26, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Added to | 118,970 | 2,673 | 0.1% | 0.1% | 91 | +1,591 | 1.36% | Q4 2025 | Feb 13, 2026 |
| Centennial Advisors, LLC | History | New | 118,772 | 2,668 | 3.47% | — | 92 | +118,772 | New | Q4 2025 | Jan 22, 2026 |
| MAI Capital Management | History | Added to | 117,341 | 2,636 | 0.02% | 0.02% | 93 | +5,322 | 4.75% | Q4 2025 | Feb 13, 2026 |
| Lantz Financial LLC | History | Reduced | 116,801 | 2,624 | 0.55% | 0.6% | 94 | -3,627 | -3.01% | Q4 2025 | Jan 14, 2026 |
| TABLEAUX LLC | History | Reduced | 109,891 | 2,534 | 1.79% | 1.34% | 96 | -39,301 | -26.34% | Q4 2025 | Feb 17, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 112,809 | 2,534 | 0.56% | 0.42% | 95 | +30,816 | 37.58% | Q4 2025 | Feb 11, 2026 |
| SCS Capital Management LLC | History | Added to | 112,622 | 2,530 | 0.03% | 0.03% | 97 | +9,154 | 8.85% | Q4 2025 | Feb 10, 2026 |
| Atria Investments, Inc | History | Added to | 111,622 | 2,508 | 0.03% | 0.03% | 98 | +5,851 | 5.53% | Q4 2025 | Feb 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 110,768 | 2,489 | 0.01% | 0.01% | 99 | +6,150 | 5.88% | Q4 2025 | Feb 05, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 106,943 | 2,403 | 0.02% | — | 100 | +106,943 | New | Q4 2025 | Feb 18, 2026 |
| Mechanics Bank Trust Department | History | No change | 106,000 | 2,381 | 0.31% | 0.34% | 101 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| TFR Capital, LLC. | History | Added to | 103,701 | 2,330 | 0.77% | 0.73% | 102 | +7,222 | 7.49% | Q4 2025 | Jan 27, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | New | 102,317 | 2,299 | 0.49% | — | 103 | +102,317 | New | Q4 2025 | Feb 12, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 100,285 | 2,253 | 0.35% | 0.36% | 104 | -191 | -0.19% | Q4 2025 | Feb 11, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 99,574 | 2,237 | 0.13% | 0.14% | 105 | +891 | 0.9% | Q4 2025 | Feb 10, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 97,378 | 2,188 | 1.13% | 1.21% | 106 | +1,238 | 1.29% | Q4 2025 | Jan 29, 2026 |
| Leo Wealth, LLC | History | Added to | 96,127 | 2,159 | 0.16% | 0.28% | 107 | +726 | 0.76% | Q4 2025 | Jan 21, 2026 |
| IFP Advisors, Inc | History | Added to | 95,353 | 2,142 | 0.05% | 0.06% | 108 | +299 | 0.31% | Q4 2025 | Feb 06, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 94,780 | 2,129 | 0.38% | 0.4% | 109 | +170 | 0.18% | Q4 2025 | Feb 17, 2026 |
| Penobscot Investment Management Company, Inc. | History | New | 93,800 | 2,107 | 0.16% | — | 110 | +93,800 | New | Q4 2025 | Jan 27, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 89,817 | 2,018 | 0.05% | 0.05% | 111 | +1,719 | 1.95% | Q4 2025 | Feb 06, 2026 |
| Modera Wealth Management, LLC | History | Added to | 83,538 | 1,877 | 0.02% | 0.02% | 112 | +19,596 | 30.65% | Q4 2025 | Jan 21, 2026 |
| Foundry Financial Group, Inc. | History | Added to | 79,467 | 1,785 | 0.89% | 0.85% | 113 | +7,598 | 10.57% | Q4 2025 | Feb 04, 2026 |
| Mariner, LLC | History | Reduced | 78,985 | 1,774 | 0.0% | 0.0% | 114 | -724 | -0.91% | Q4 2025 | Feb 13, 2026 |
| KOM Wealth Management Group, LLC | History | Added to | 75,523 | 1,697 | 1.2% | 1.03% | 115 | +14,861 | 24.5% | Q4 2025 | Jan 23, 2026 |
| Montecito Bank & Trust | History | Added to | 69,805 | 1,568 | 0.25% | 0.23% | 116 | +4,275 | 6.52% | Q4 2025 | Jan 09, 2026 |
| Modern Wealth Management, LLC | History | Added to | 69,775 | 1,567 | 0.03% | 0.02% | 117 | +24,107 | 52.79% | Q4 2025 | Feb 17, 2026 |
| Reliant Wealth Planning | History | Added to | 66,207 | 1,487 | 0.46% | 0.45% | 118 | +5,124 | 8.39% | Q4 2025 | Feb 12, 2026 |
| Klaas Financial Asset Advisors, LLC | History | New | 65,313 | 1,467 | 0.21% | — | 119 | +65,313 | New | Q4 2025 | Jan 27, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 64,242 | 1,443 | 0.2% | 0.2% | 120 | +719 | 1.13% | Q4 2025 | Feb 04, 2026 |
| Heartland Bank & Trust Co | History | No change | 63,532 | 1,427 | 0.6% | 0.59% | 121 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Scissortail Wealth Management, LLC | History | Added to | 62,783 | 1,410 | 0.32% | 0.29% | 122 | +4,555 | 7.82% | Q4 2025 | Jan 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 61,448 | 1,380 | 0.0% | 0.0% | 123 | +6,039 | 10.9% | Q4 2025 | Feb 13, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 60,066 | 1,349 | 0.18% | 0.07% | 124 | +38,403 | 177.27% | Q4 2025 | Jan 21, 2026 |
| Equitable Holdings, Inc. | History | Added to | 59,609 | 1,339 | 0.01% | 0.01% | 125 | +23,772 | 66.33% | Q4 2025 | Feb 17, 2026 |
| MGO ONE SEVEN LLC | History | New | 58,167 | 1,307 | 0.03% | — | 126 | +58,167 | New | Q4 2025 | Feb 03, 2026 |
| CreativeOne Wealth, LLC | History | New | 53,125 | 1,193 | 0.03% | — | 127 | +53,125 | New | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 52,994 | 1,190 | 0.0% | 0.0% | 128 | +10,371 | 24.33% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 51,404 | 1,155 | 0.0% | 0.0% | 129 | +3,879 | 8.16% | Q4 2025 | Feb 17, 2026 |
| Austin Private Wealth, LLC | History | Added to | 51,173 | 1,149 | 0.09% | 0.09% | 130 | +283 | 0.56% | Q4 2025 | Jan 20, 2026 |
| SkyView Investment Advisors, LLC | History | No change | 50,000 | 1,124 | 0.14% | 0.14% | 131 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Keeler Thomas Management LLC | History | Added to | 48,005 | 1,078 | 0.51% | 0.44% | 132 | +513 | 1.08% | Q4 2025 | Feb 12, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Added to | 46,510 | 1,045 | 0.57% | 0.45% | 133 | +10,990 | 30.94% | Q4 2025 | Feb 02, 2026 |
| Horizons Wealth Management | History | Added to | 46,266 | 1,039 | 0.68% | 0.69% | 134 | +1,451 | 3.24% | Q4 2025 | Jan 05, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 45,938 | 1,032 | 0.19% | 0.14% | 135 | +12,243 | 36.33% | Q4 2025 | Jan 27, 2026 |
| Mill Creek Capital Advisors, LLC | History | New | 44,695 | 1,004 | 0.02% | — | 136 | +44,695 | New | Q4 2025 | Feb 13, 2026 |
| Fourth Dimension Wealth, LLC | History | New | 44,639 | 1,003 | 0.37% | — | 137 | +44,639 | New | Q4 2025 | Feb 04, 2026 |
| Straight Path Wealth Management | History | Added to | 43,655 | 980 | 0.26% | 0.16% | 138 | +17,679 | 68.06% | Q4 2025 | Feb 11, 2026 |
| Compass Ion Advisors, LLC | History | No change | 43,434 | 975 | 0.09% | 0.09% | 139 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 42,583 | 956 | 0.32% | 0.29% | 140 | +4,545 | 11.95% | Q4 2025 | Jan 28, 2026 |
| Chris Bulman Inc | History | New | 42,363 | 951 | 0.42% | — | 141 | +42,363 | New | Q4 2025 | Jan 14, 2026 |
| Lido Advisors, LLC | History | Added to | 41,985 | 945 | 0.0% | 0.0% | 142 | +2,302 | 5.8% | Q4 2025 | Feb 10, 2026 |
| Granite Harbor Advisors, Inc. | History | Added to | 40,244 | 904 | 0.38% | 0.36% | 143 | +1,841 | 4.79% | Q4 2025 | Jan 22, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 40,050 | 899 | 0.07% | 0.06% | 144 | -268 | -0.66% | Q4 2025 | Jan 23, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 38,783 | 871 | 0.02% | 0.02% | 145 | +421 | 1.1% | Q4 2025 | Jan 22, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | New | 37,640 | 845 | 0.0% | — | 146 | +37,640 | New | Q4 2025 | Feb 09, 2026 |
| 4J Wealth Management LLC | History | Reduced | 36,491 | 819 | 0.47% | 0.49% | 147 | -929 | -2.48% | Q4 2025 | Jan 15, 2026 |
| Rossmore Private Capital | History | Added to | 35,189 | 790 | 0.07% | 0.02% | 149 | +26,175 | 290.38% | Q4 2025 | Feb 05, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 35,160 | 790 | 0.01% | 0.01% | 148 | +4,455 | 14.51% | Q4 2025 | Feb 09, 2026 |
| Wick Capital Partners, LLC | History | Added to | 34,719 | 780 | 0.14% | 0.14% | 151 | +9,030 | 35.15% | Q4 2025 | Mar 02, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 34,730 | 780 | 0.01% | 0.01% | 150 | +6,977 | 25.14% | Q4 2025 | Jan 29, 2026 |
| PSI Advisors, LLC | History | Added to | 34,590 | 777 | 0.2% | 0.16% | 152 | +6,850 | 24.69% | Q4 2025 | Feb 09, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Added to | 32,800 | 737 | 0.06% | 0.05% | 153 | +16,400 | 100.0% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 31,971 | 718 | 0.0% | 0.0% | 154 | +22,919 | 253.19% | Q4 2025 | Feb 17, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 31,759 | 713 | 0.01% | 0.01% | 155 | +2,376 | 8.09% | Q4 2025 | Feb 02, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 31,725 | 712 | 0.02% | 0.02% | 156 | -578 | -1.79% | Q4 2025 | Feb 09, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 31,519 | 708 | 0.02% | 0.02% | 157 | +468 | 1.51% | Q4 2025 | Feb 17, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 31,324 | 703 | 0.0% | 0.0% | 158 | +234 | 0.75% | Q4 2025 | Feb 10, 2026 |
| EVEXIA WEALTH LLC | History | Added to | 31,102 | 699 | 0.2% | 0.17% | 159 | +5,897 | 23.4% | Q4 2025 | Jan 16, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 30,597 | 687 | 0.0% | 0.0% | 160 | +4,158 | 15.73% | Q4 2025 | Feb 06, 2026 |
| Element Wealth, LLC | History | Reduced | 30,281 | 680 | 0.28% | 0.38% | 161 | -9,045 | -23.0% | Q4 2025 | Feb 13, 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | History | Added to | 30,095 | 676 | 0.03% | 0.02% | 162 | +8,163 | 37.22% | Q4 2025 | Feb 12, 2026 |
| Koss-Olinger Consulting, LLC | History | Added to | 28,567 | 642 | 0.05% | 0.04% | 163 | +5,349 | 23.04% | Q4 2025 | Feb 10, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Added to | 28,508 | 640 | 0.21% | 0.22% | 164 | +456 | 1.63% | Q4 2025 | Jan 26, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 27,197 | 611 | 0.18% | 0.18% | 165 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | Added to | 27,039 | 607 | 0.5% | 0.5% | 167 | +4,453 | 19.72% | Q4 2025 | Feb 02, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 27,033 | 607 | 0.0% | 0.0% | 166 | +1,458 | 5.7% | Q4 2025 | Feb 18, 2026 |
| Gilbert & Cook, Inc. | History | New | 26,700 | 599 | 0.08% | — | 168 | +26,700 | New | Q4 2025 | Jan 07, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 26,646 | 598 | 0.11% | 0.08% | 169 | +10,224 | 62.26% | Q4 2025 | Jan 14, 2026 |
| Essential Planning, LLC. | History | Reduced | 26,143 | 587 | 0.19% | 0.21% | 170 | -1,013 | -3.73% | Q4 2025 | Jan 15, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 26,002 | 584 | 0.01% | 0.01% | 171 | -2,842 | -9.85% | Q4 2025 | Feb 05, 2026 |
| L2 Asset Management, LLC | History | Added to | 25,916 | 582 | 0.08% | 0.08% | 172 | +2,847 | 12.34% | Q4 2025 | Feb 17, 2026 |
| Simplicity Wealth,LLC | History | Added to | 25,473 | 572 | 0.03% | 0.03% | 173 | +686 | 2.77% | Q4 2025 | Jan 30, 2026 |
| Pure Financial Advisors, LLC | History | New | 25,357 | 569 | 0.1% | — | 174 | +25,357 | New | Q4 2025 | Mar 04, 2026 |
| Savvy Advisors, Inc. | History | Added to | 25,120 | 564 | 0.02% | 0.02% | 175 | +6,808 | 37.18% | Q4 2025 | Jan 20, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 25,090 | 563 | 0.1% | 0.1% | 176 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 23,455 | 527 | 0.0% | 0.0% | 177 | +5,630 | 31.58% | Q4 2025 | Feb 17, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 23,712 | 526 | 0.18% | 0.17% | 178 | -323 | -1.34% | Q4 2025 | Jan 09, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 23,267 | 522 | 0.04% | 0.04% | 179 | +2,603 | 12.6% | Q4 2025 | Jan 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 22,934 | 515 | 0.01% | 0.01% | 180 | -1,302 | -5.37% | Q4 2025 | Feb 09, 2026 |
| Focused Wealth Management, Inc | History | Added to | 22,572 | 507 | 0.05% | 0.05% | 181 | +739 | 3.38% | Q4 2025 | Jan 29, 2026 |
| Great Diamond Partners, LLC | History | Added to | 22,356 | 502 | 0.1% | 0.07% | 183 | +7,103 | 46.57% | Q4 2025 | Feb 06, 2026 |
| Cerity Partners LLC | History | Added to | 22,370 | 502 | 0.0% | 0.0% | 182 | +1,517 | 7.27% | Q4 2025 | Feb 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 22,060 | 495 | 0.0% | 0.0% | 184 | +1,432 | 6.94% | Q4 2025 | Feb 17, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 20,806 | 467 | 0.03% | 0.01% | 185 | +11,503 | 123.65% | Q4 2025 | Feb 04, 2026 |
| Daybright Advisory Services, Inc. | History | New | 20,697 | 465 | 0.12% | — | 186 | +20,697 | New | Q4 2025 | Feb 12, 2026 |
| GTS SECURITIES LLC | History | New | 20,033 | 450 | 0.02% | — | 187 | +20,033 | New | Q4 2025 | Feb 13, 2026 |
| Black Maple Capital Management LP | History | No change | 20,000 | 449 | 0.31% | 0.22% | 188 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Jacobi Capital Management LLC | History | Added to | 19,706 | 442 | 0.03% | 0.02% | 189 | +2,595 | 15.17% | Q4 2025 | Feb 13, 2026 |
| Walleye Partners, LLC | History | New | 19,491 | 437 | 0.49% | — | 190 | +19,491 | New | Q4 2025 | Jan 28, 2026 |
| Chesley Taft & Associates LLC | History | No change | 19,000 | 426 | 0.02% | 0.02% | 191 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 18,681 | 419 | 0.01% | — | 192 | +18,681 | New | Q4 2025 | Feb 13, 2026 |
| World Investment Advisors | History | New | 18,628 | 418 | 0.01% | — | 193 | +18,628 | New | Q4 2025 | Mar 12, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Added to | 18,589 | 417 | 0.03% | 0.01% | 194 | +9,401 | 102.32% | Q4 2025 | Jan 26, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 18,550 | 416 | 0.01% | — | 195 | +18,550 | New | Q4 2025 | Feb 17, 2026 |
| Independent Advisor Alliance | History | Reduced | 18,199 | 408 | 0.01% | 0.01% | 196 | -2,427 | -11.77% | Q4 2025 | Feb 04, 2026 |
| OneDigital Investment Advisors LLC | History | New | 17,511 | 393 | 0.0% | — | 198 | +17,511 | New | Q4 2025 | Feb 13, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 17,510 | 393 | 0.02% | 0.01% | 197 | +7,580 | 76.33% | Q4 2025 | Feb 12, 2026 |
| Signature Wealth Management Group | History | No change | 17,511 | 393 | 0.16% | 0.15% | 199 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 17,224 | 387 | 0.03% | 0.03% | 200 | +189 | 1.11% | Q4 2025 | Feb 10, 2026 |
| Advisory Services Network, LLC | History | Added to | 16,828 | 378 | 0.01% | 0.0% | 201 | +11,927 | 243.36% | Q4 2025 | Feb 17, 2026 |
| Black Swift Group, LLC | History | Reduced | 16,145 | 362 | 0.06% | 0.07% | 202 | -675 | -4.01% | Q4 2025 | Feb 10, 2026 |
| Private Advisor Group, LLC | History | Reduced | 16,105 | 361 | 0.0% | 0.0% | 203 | -690 | -4.11% | Q4 2025 | Feb 17, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Added to | 15,986 | 359 | 0.3% | 0.29% | 204 | +284 | 1.81% | Q4 2025 | Jan 23, 2026 |
| Opus Capital Group, LLC | History | Added to | 15,782 | 355 | 0.04% | 0.04% | 205 | +1,332 | 9.22% | Q4 2025 | Jan 30, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 15,784 | 354 | 0.0% | 0.0% | 206 | +3,987 | 33.8% | Q4 2025 | Jan 21, 2026 |
| Towne Trust Company, N.A | History | Added to | 15,570 | 349 | 0.11% | 0.09% | 207 | +2,960 | 23.47% | Q4 2025 | Jan 26, 2026 |
| Kestra Investment Management, LLC | History | Added to | 15,537 | 349 | 0.01% | 0.01% | 208 | +3 | 0.02% | Q4 2025 | Feb 09, 2026 |
| BCS Wealth Management | History | New | 15,374 | 345 | 0.03% | — | 209 | +15,374 | New | Q4 2025 | Jan 26, 2026 |
| Crews Bank & Trust | History | Reduced | 15,340 | 344 | 0.05% | 0.05% | 211 | -1,285 | -7.73% | Q4 2025 | Jan 21, 2026 |
| STAR Financial Bank | History | Reduced | 15,313 | 344 | 0.18% | 0.21% | 210 | -596 | -3.75% | Q4 2025 | Feb 13, 2026 |
| Visionary Wealth Advisors | History | Reduced | 15,283 | 343 | 0.02% | 0.02% | 212 | -145 | -0.94% | Q4 2025 | Feb 13, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 15,152 | 340 | 0.13% | 0.13% | 213 | +84 | 0.56% | Q4 2025 | Jan 15, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 14,600 | 328 | 0.15% | 0.16% | 214 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Added to | 14,259 | 320 | 0.07% | 0.05% | 215 | +5,041 | 54.69% | Q4 2025 | Jan 20, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 14,077 | 316 | 0.04% | 0.04% | 216 | +153 | 1.1% | Q4 2025 | Feb 04, 2026 |
| KPP Advisory Services LLC | History | No change | 13,575 | 305 | 0.04% | 0.05% | 217 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Autumn Glory Partners, LLC | History | Added to | 13,447 | 302 | 0.11% | 0.12% | 218 | +58 | 0.43% | Q4 2025 | Jan 27, 2026 |
| High Note Wealth, LLC | History | Added to | 13,318 | 299 | 0.06% | 0.02% | 219 | +9,835 | 282.37% | Q4 2025 | Feb 05, 2026 |
| MONECO ADVISORS, LLC | History | No change | 12,942 | 290 | 0.02% | 0.02% | 220 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | New | 12,747 | 286 | 0.09% | — | 222 | +12,747 | New | Q4 2025 | Feb 17, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 12,744 | 286 | 0.01% | — | 221 | +12,744 | New | Q4 2025 | Feb 13, 2026 |
| Prosperity Planning, Inc. | History | New | 12,434 | 279 | 0.07% | — | 223 | +12,434 | New | Q4 2025 | Jan 14, 2026 |
| WASHINGTON TRUST Co | History | No change | 12,294 | 276 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | No change | 12,320 | 276 | 0.03% | 0.03% | 225 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 12,245 | 275 | 0.0% | 0.0% | 226 | +211 | 1.75% | Q4 2025 | Feb 12, 2026 |
| Hills Bank & Trust Co | History | Added to | 12,190 | 273 | 0.02% | 0.02% | 227 | +167 | 1.39% | Q4 2025 | Feb 05, 2026 |
| COMERICA BANK | History | Reduced | 11,923 | 267 | 0.0% | 0.0% | 228 | -830 | -6.51% | Q4 2025 | Jan 29, 2026 |
| DecisionMap Wealth Management, LLC | History | Added to | 11,799 | 265 | 0.16% | 0.17% | 229 | +236 | 2.04% | Q4 2025 | Jan 07, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 11,483 | 258 | 0.01% | 0.02% | 230 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| RFP Financial Group LLC | History | Reduced | 11,470 | 257 | 0.12% | 0.22% | 232 | -12,201 | -51.54% | Q4 2025 | Feb 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 11,462 | 257 | 0.0% | — | 231 | +11,462 | New | Q4 2025 | Feb 10, 2026 |
| Highland Financial Advisors, LLC | History | No change | 11,306 | 254 | 0.07% | 0.07% | 233 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| O'Brien Wealth Partners LLC | History | New | 11,269 | 253 | 0.03% | — | 235 | +11,269 | New | Q4 2025 | Jan 22, 2026 |
| Waverly Advisors, LLC | History | New | 11,265 | 253 | 0.0% | — | 234 | +11,265 | New | Q4 2025 | Feb 17, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | New | 11,120 | 249 | 0.11% | — | 236 | +11,120 | New | Q4 2025 | Jan 20, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 11,061 | 248 | 0.07% | 0.05% | 237 | +668 | 6.43% | Q4 2025 | Jan 12, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 11,028 | 247 | 0.05% | 0.06% | 238 | -456 | -3.97% | Q4 2025 | Feb 04, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 10,570 | 237 | 0.01% | 0.01% | 239 | -400 | -3.65% | Q4 2025 | Feb 02, 2026 |
| CGN Advisors LLC | History | New | 10,501 | 235 | 0.02% | — | 240 | +10,501 | New | Q4 2025 | Jan 05, 2026 |
| IFG Advisory, LLC | History | Added to | 10,434 | 234 | 0.01% | 0.01% | 241 | +298 | 2.94% | Q4 2025 | Feb 10, 2026 |
| Cooper Financial Group | History | New | 10,325 | 232 | 0.02% | — | 242 | +10,325 | New | Q4 2025 | Jan 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 10,254 | 230 | 0.0% | 0.0% | 245 | +9,773 | 2031.81% | Q4 2025 | Jan 23, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Added to | 10,256 | 230 | 0.01% | 0.02% | 243 | +152 | 1.5% | Q4 2025 | Feb 05, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 10,279 | 230 | 0.09% | 0.09% | 244 | +62 | 0.61% | Q4 2025 | Feb 11, 2026 |
| Trust Co | History | No change | 10,164 | 228 | 0.02% | 0.02% | 246 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| MLP3, LLC | History | New | 10,139 | 227 | 0.25% | — | 247 | +10,139 | New | Q4 2025 | Feb 13, 2026 |
| Carmel Capital Partners, LLC | History | New | 10,000 | 224 | 0.08% | — | 248 | +10,000 | New | Q4 2025 | Jan 29, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 9,924 | 222 | 0.05% | 0.05% | 249 | +234 | 2.41% | Q4 2025 | Feb 11, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 9,875 | 221 | 0.05% | 0.05% | 250 | +445 | 4.72% | Q4 2025 | Feb 10, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Added to | 9,739 | 218 | 0.07% | 0.06% | 251 | +300 | 3.18% | Q4 2025 | Jan 20, 2026 |
| McGuire Investment Group, LLC | History | New | 9,651 | 216 | 0.02% | — | 252 | +9,651 | New | Q4 2025 | Jan 26, 2026 |
| Dakota Wealth Management | History | New | 9,335 | 209 | 0.0% | — | 253 | +9,335 | New | Q4 2025 | Jan 13, 2026 |
| Berger Financial Group, Inc | History | No change | 9,223 | 207 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 9,145 | 205 | 0.01% | 0.02% | 255 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | New | 8,981 | 201 | 0.01% | — | 256 | +8,981 | New | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 7,000 | 157 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 6,892 | 154 | 0.02% | 0.02% | 258 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SageView Advisory Group, LLC | History | New | 6,630 | 148 | 0.01% | — | 259 | +6,630 | New | Q4 2025 | Feb 17, 2026 |
| Hara Capital LLC | History | Reduced | 5,697 | 128 | 0.07% | 0.1% | 260 | -1,702 | -23.0% | Q4 2025 | Jan 15, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 5,638 | 126 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Costello Asset Management, INC | History | Added to | 4,717 | 106 | 0.04% | 0.03% | 262 | +59 | 1.27% | Q4 2025 | Feb 03, 2026 |
| CNB Bank | History | Reduced | 4,043 | 90 | 0.04% | 0.1% | 264 | -7,173 | -63.95% | Q4 2025 | Feb 11, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 4,029 | 90 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 3,704 | 83 | 0.01% | — | 265 | +3,704 | New | Q4 2025 | Jan 20, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 3,555 | 79 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Black Cypress Capital Management, LLC | History | Added to | 3,300 | 74 | 0.05% | 0.03% | 268 | +1,300 | 65.0% | Q4 2025 | Feb 10, 2026 |
| Bogart Wealth, LLC | History | Added to | 3,314 | 74 | 0.0% | 0.0% | 267 | +4 | 0.12% | Q4 2025 | Jan 30, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 2,823 | 63 | 0.0% | 0.0% | 269 | +2 | 0.07% | Q4 2025 | Feb 13, 2026 |
| Bank of Jackson Hole Trust | History | No change | 2,747 | 61 | 0.03% | 0.03% | 270 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Blue Trust, Inc. | History | Added to | 2,371 | 53 | 0.0% | 0.0% | 272 | +1,808 | 321.14% | Q4 2025 | Jan 16, 2026 |
| US BANCORP \DE\ | History | No change | 2,371 | 53 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 2,191 | 49 | 0.0% | — | 273 | +2,191 | New | Q4 2025 | Jan 30, 2026 |
| TD Capital Management LLC | History | Added to | 2,122 | 47 | 0.0% | 0.0% | 274 | +27 | 1.29% | Q4 2025 | Feb 26, 2026 |
| AE Wealth Management LLC | History | Added to | 1,978 | 44 | 0.0% | 0.0% | 275 | +1,323 | 201.98% | Q4 2025 | Jan 26, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,703 | 38 | 0.0% | 0.0% | 276 | +22 | 1.31% | Q4 2025 | Feb 12, 2026 |
| Robbins Farley | History | No change | 1,397 | 31 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Laurel Wealth Advisors LLC | History | New | 1,350 | 30 | 0.0% | — | 278 | +1,350 | New | Q4 2025 | Jan 30, 2026 |
| Clearstead Trust, LLC | History | New | 1,324 | 29 | 0.0% | — | 280 | +1,324 | New | Q4 2025 | Feb 09, 2026 |
| MCF Advisors LLC | History | Added to | 1,301 | 29 | 0.0% | 0.0% | 279 | +22 | 1.72% | Q4 2025 | Feb 11, 2026 |
| EASTERN BANK | History | No change | 1,150 | 25 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Balentine LLC | History | No change | 1,124 | 25 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BankPlus Trust Department | History | No change | 1,057 | 23 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| FIFTH THIRD BANCORP | History | New | 1,000 | 22 | 0.0% | — | 284 | +1,000 | New | Q4 2025 | Feb 02, 2026 |
| Clayton Financial Group LLC | History | New | 997 | 22 | 0.01% | — | 286 | +997 | New | Q4 2025 | Jan 21, 2026 |
| CoreCap Advisors, LLC | History | No change | 986 | 22 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 862 | 19 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 787 | 18 | 0.01% | 0.01% | 288 | +10 | 1.29% | Q4 2025 | Feb 10, 2026 |
| First PREMIER Bank | History | Added to | 773 | 17 | 0.0% | 0.0% | 289 | +28 | 3.76% | Q4 2025 | Jan 23, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 700 | 15 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Oakworth Capital, Inc. | History | No change | 699 | 15 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 601 | 13 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 456 | 10 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 377 | 8 | 0.01% | — | 294 | +377 | New | Q4 2025 | Feb 11, 2026 |
| Stephens Consulting, LLC | History | No change | 334 | 7 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Hyposwiss Advisors SA | History | New | 300 | 6 | 0.01% | — | 296 | +300 | New | Q4 2025 | Feb 17, 2026 |
| Key Capital Management, INC | History | New | 104 | 2 | 0.0% | — | 297 | +104 | New | Q4 2025 | Jan 26, 2026 |
| OneAscent Financial Services LLC | History | Closed out | 0 | 0 | — | 1.95% | — | -704,442 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -298,946 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.13% | — | -45,267 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -33,102 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -32,251 | -100.0% | Q3 2025 | Jan 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -18,390 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Greenfield Savings Bank | History | Closed out | 0 | 0 | — | 0.12% | — | -13,103 | -100.0% | Q3 2025 | Oct 06, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,088 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HAMEL ASSOCIATES, INC. | History | Closed out | 0 | 0 | — | 0.08% | — | -11,597 | -100.0% | Q3 2025 | Nov 12, 2025 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Closed out | 0 | 0 | — | 0.02% | — | -11,594 | -100.0% | Q3 2025 | Oct 21, 2025 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.04% | — | -10,551 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Cyr Financial Inc. | History | Closed out | 0 | 0 | — | 0.16% | — | -10,149 | -100.0% | Q3 2025 | Nov 05, 2025 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.01% | — | -3,366 | -100.0% | Q3 2025 | Oct 15, 2025 |
| FMR LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,955 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -1,125 | -100.0% | Q3 2025 | Oct 23, 2025 |
| LOGAN CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -305 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -274 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -111 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Aventura Private Wealth, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |