iSHARES TRUST - ICF
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 80 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,149,169 | 128,240 | 0.08% | 0.09% | 1 | +3,818 | 0.18% | Q4 2025 | Feb 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,484,144 | 88,558 | 0.01% | 0.0% | 2 | +399,193 | 36.79% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 1,367,217 | 81,581 | 0.0% | 0.01% | 3 | +13,815 | 1.02% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 768,171 | 45,836 | 0.0% | 0.0% | 4 | -8,523 | -1.1% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 707,508 | 42,216 | 0.01% | 0.01% | 5 | +52,868 | 8.08% | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | History | Added to | 680,250 | 40,590 | 0.04% | 0.05% | 6 | +35,457 | 5.5% | Q4 2025 | Feb 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 626,383 | 37,376 | 0.49% | 0.51% | 7 | +59,134 | 10.42% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 516,712 | 30,831 | 0.01% | — | 8 | +516,712 | New | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | Reduced | 472,463 | 28,191 | 0.09% | 0.1% | 9 | -15,965 | -3.27% | Q4 2025 | Jan 30, 2026 |
| LPL Financial LLC | History | Added to | 444,569 | 26,527 | 0.01% | 0.01% | 10 | +4,375 | 0.99% | Q4 2025 | Feb 11, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 395,743 | 23,613 | 1.03% | 1.11% | 11 | -11,326 | -2.78% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 333,911 | 19,924 | 0.08% | 0.1% | 12 | -10,081 | -2.93% | Q4 2025 | Feb 13, 2026 |
| AMG National Trust Bank | History | Reduced | 329,124 | 19,638 | 0.46% | 0.49% | 13 | -1,093 | -0.33% | Q4 2025 | Jan 30, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 320,641 | 19,132 | 0.07% | 0.05% | 14 | +85,833 | 36.55% | Q4 2025 | Jan 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 311,899 | 18,627 | 0.03% | 0.04% | 15 | -98,054 | -23.92% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Reduced | 299,400 | 17,865 | 0.01% | 0.01% | 16 | -6,510 | -2.13% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 288,325 | 17,204 | 0.0% | 0.0% | 17 | +13,683 | 4.98% | Q4 2025 | Feb 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 277,304 | 16,546 | 0.1% | 0.09% | 18 | +27,488 | 11.0% | Q4 2025 | Feb 09, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Reduced | 253,776 | 15,142 | 0.93% | 1.0% | 19 | -154 | -0.06% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 240,875 | 14,372 | 0.0% | 0.0% | 20 | +21,800 | 9.95% | Q4 2025 | Feb 13, 2026 |
| IFG Advisors, LLC | History | Added to | 236,077 | 14,086 | 2.34% | 2.31% | 21 | +6,473 | 2.82% | Q4 2025 | Jan 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 231,217 | 13,796 | 0.02% | — | 22 | +231,217 | New | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 215,318 | 12,848 | 0.0% | 0.0% | 23 | -19,724 | -8.39% | Q4 2025 | Feb 10, 2026 |
| Pathstone Holdings, LLC | History | New | 212,695 | 12,691 | 0.05% | — | 24 | +212,695 | New | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 197,007 | 11,755 | 0.04% | 0.04% | 25 | -3,149 | -1.57% | Q4 2025 | Feb 02, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 189,612 | 11,314 | 0.88% | 1.05% | 26 | -18,808 | -9.02% | Q4 2025 | Feb 10, 2026 |
| BlackRock, Inc. | History | Added to | 186,392 | 11,122 | 0.0% | 0.0% | 27 | +5,527 | 3.06% | Q4 2025 | Feb 12, 2026 |
| FUKOKU MUTUAL LIFE INSURANCE CO | History | No change | 174,000 | 10,382 | 0.68% | 0.66% | 28 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 173,921 | 10,377 | 0.01% | 0.01% | 29 | -2,706 | -1.53% | Q4 2025 | Feb 12, 2026 |
| Brewster Financial Planning LLC | History | Added to | 169,259 | 10,099 | 6.21% | 6.34% | 30 | +5,747 | 3.51% | Q4 2025 | Jan 14, 2026 |
| Focus Partners Wealth | History | Added to | 168,678 | 10,065 | 0.01% | 0.02% | 31 | +594 | 0.35% | Q4 2025 | Feb 13, 2026 |
| William Howard & Co Financial Advisors Inc | History | Added to | 160,269 | 9,563 | 8.06% | 8.38% | 32 | +513 | 0.32% | Q4 2025 | Jan 21, 2026 |
| Mariner, LLC | History | Reduced | 151,863 | 9,061 | 0.01% | 0.01% | 33 | -7,109 | -4.47% | Q4 2025 | Feb 13, 2026 |
| AWM CAPITAL, LLC | History | Reduced | 146,626 | 8,749 | 0.79% | 0.84% | 34 | -4,056 | -2.69% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 143,228 | 8,546 | 0.01% | 0.01% | 35 | -8,834 | -5.81% | Q4 2025 | Feb 06, 2026 |
| Corient Private Wealth LLC | History | Reduced | 141,283 | 8,414 | 0.01% | 0.01% | 36 | -84 | -0.06% | Q4 2025 | Mar 09, 2026 |
| UBS Group AG | History | Reduced | 137,816 | 8,223 | 0.0% | 0.0% | 37 | -6,926 | -4.79% | Q4 2025 | Jan 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 120,589 | 7,201 | 0.0% | 0.0% | 38 | +2,054 | 1.73% | Q4 2025 | Feb 17, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 118,307 | 7,059 | 0.08% | 0.09% | 39 | -1,039 | -0.87% | Q4 2025 | Feb 06, 2026 |
| Ballentine Partners, LLC | History | Reduced | 115,531 | 6,893 | 0.1% | 0.1% | 40 | -4,944 | -4.1% | Q4 2025 | Feb 03, 2026 |
| US BANCORP \DE\ | History | Reduced | 115,153 | 6,871 | 0.01% | 0.01% | 41 | -1,877 | -1.6% | Q4 2025 | Jan 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 113,148 | 6,751 | 0.0% | 0.0% | 42 | -5,495 | -4.63% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Reduced | 110,965 | 6,621 | 0.02% | 0.02% | 43 | -14,275 | -11.4% | Q4 2025 | Jan 26, 2026 |
| Cresset Asset Management, LLC | History | Added to | 109,631 | 6,541 | 0.03% | 0.03% | 44 | +10,362 | 10.44% | Q4 2025 | Feb 17, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 107,186 | 6,395 | 0.05% | 0.05% | 45 | +1,136 | 1.07% | Q4 2025 | Feb 12, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 98,895 | 5,901 | 0.01% | 0.01% | 46 | -229 | -0.23% | Q4 2025 | Feb 11, 2026 |
| Asset Management Group, Inc. | History | Added to | 93,428 | 5,574 | 0.9% | 0.94% | 47 | +509 | 0.55% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 91,955 | 5,486 | 0.0% | 0.0% | 48 | -2,894 | -3.05% | Q4 2025 | Feb 17, 2026 |
| Ifrah Financial Services, Inc. | History | Added to | 89,537 | 5,342 | 1.37% | 1.41% | 49 | +1,485 | 1.69% | Q4 2025 | Jan 22, 2026 |
| Garde Capital, Inc. | History | Reduced | 86,821 | 5,180 | 0.31% | 0.26% | 50 | -471 | -0.54% | Q4 2025 | Feb 10, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 78,186 | 4,665 | 0.01% | 0.01% | 51 | -6,989 | -8.21% | Q4 2025 | Feb 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 76,297 | 4,552 | 0.03% | 0.0% | 52 | +67,077 | 727.52% | Q4 2025 | Feb 18, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 68,119 | 4,064 | 0.25% | 0.24% | 53 | +5,982 | 9.63% | Q4 2025 | Feb 18, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 67,470 | 4,025 | 0.07% | 0.09% | 54 | -2,925 | -4.16% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 64,292 | 3,836 | 0.03% | 0.03% | 55 | -511 | -0.79% | Q4 2025 | Feb 17, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | Added to | 61,966 | 3,697 | 1.62% | 1.72% | 56 | +75 | 0.12% | Q4 2025 | Feb 05, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 61,153 | 3,649 | 0.41% | 0.44% | 57 | +848 | 1.41% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 60,688 | 3,620 | 0.01% | 0.01% | 58 | -1,101 | -1.78% | Q4 2025 | Feb 18, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 58,317 | 3,479 | 0.01% | 0.01% | 59 | +15,638 | 36.64% | Q4 2025 | Feb 17, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 58,276 | 3,477 | 0.04% | 0.04% | 60 | -1,671 | -2.79% | Q4 2025 | Feb 13, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 57,363 | 3,422 | 0.58% | 0.58% | 61 | +2,322 | 4.22% | Q4 2025 | Jan 20, 2026 |
| Belpointe Asset Management LLC | History | Added to | 53,879 | 3,214 | 0.12% | 0.13% | 62 | +717 | 1.35% | Q4 2025 | Jan 27, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 52,534 | 3,134 | 0.51% | 0.45% | 63 | +10,877 | 26.11% | Q4 2025 | Feb 11, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 51,395 | 3,066 | 0.21% | 0.27% | 64 | -13,806 | -21.17% | Q4 2025 | Jan 26, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 47,906 | 2,858 | 0.0% | 0.0% | 65 | +25,836 | 117.06% | Q4 2025 | Feb 17, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 44,928 | 2,680 | 0.02% | 0.02% | 66 | -2,170 | -4.61% | Q4 2025 | Jan 29, 2026 |
| Mine & Arao Wealth Creation & Management, LLC. | History | Added to | 40,243 | 2,401 | 0.94% | 1.01% | 67 | +66 | 0.16% | Q4 2025 | Jan 27, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 38,234 | 2,281 | 0.05% | 0.05% | 68 | -34 | -0.09% | Q4 2025 | Feb 03, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 37,769 | 2,253 | 0.17% | 0.19% | 69 | +1,222 | 3.34% | Q4 2025 | Jan 07, 2026 |
| COMERICA BANK | History | Reduced | 37,215 | 2,220 | 0.01% | 0.01% | 70 | -1,441 | -3.73% | Q4 2025 | Jan 29, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 36,480 | 2,176 | 0.03% | 0.04% | 71 | +926 | 2.6% | Q4 2025 | Feb 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 34,402 | 2,067 | 0.0% | 0.0% | 72 | +285 | 0.84% | Q4 2025 | Jan 08, 2026 |
| PW Nova Financial Services LLC | History | New | 34,449 | 2,056 | 0.78% | — | 73 | +34,449 | New | Q4 2025 | Apr 09, 2026 |
| Frank, Rimerman Advisors LLC | History | Reduced | 33,282 | 1,985 | 0.13% | 0.13% | 74 | -417 | -1.24% | Q4 2025 | Jan 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 31,127 | 1,857 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Mosley Wealth Management | History | New | 29,872 | 1,813 | 0.83% | — | 76 | +29,872 | New | Q4 2025 | Feb 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 29,435 | 1,756 | 0.01% | 0.0% | 77 | +14,186 | 93.03% | Q4 2025 | Feb 17, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 29,327 | 1,749 | 0.13% | 0.12% | 78 | +3,453 | 13.35% | Q4 2025 | Feb 13, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 27,700 | 1,652 | 0.1% | 0.11% | 79 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | New | 27,461 | 1,638 | 0.0% | — | 80 | +27,461 | New | Q4 2025 | Feb 02, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 27,385 | 1,634 | 0.0% | 0.0% | 81 | -1,247 | -4.36% | Q4 2025 | Feb 13, 2026 |
| IHT Wealth Management, LLC | History | Added to | 26,523 | 1,588 | 0.04% | 0.04% | 82 | +697 | 2.7% | Q4 2025 | Feb 17, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 26,084 | 1,556 | 0.05% | 0.1% | 83 | -23,050 | -46.91% | Q4 2025 | Jan 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 25,821 | 1,540 | 0.0% | 0.0% | 84 | -1,764 | -6.39% | Q4 2025 | Mar 25, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 25,645 | 1,530 | 0.0% | 0.01% | 85 | -8,970 | -25.91% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Reduced | 25,212 | 1,504 | 0.0% | 0.0% | 86 | -8,450 | -25.1% | Q4 2025 | Feb 11, 2026 |
| Arkadios Wealth Advisors | History | Added to | 24,302 | 1,450 | 0.03% | 0.02% | 87 | +13,625 | 127.61% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 23,606 | 1,408 | 0.02% | 0.03% | 88 | -1,161 | -4.69% | Q4 2025 | Jan 13, 2026 |
| Westside Investment Management, Inc. | History | Added to | 23,218 | 1,385 | 0.22% | 0.16% | 89 | +7,285 | 45.72% | Q4 2025 | Jan 23, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 23,172 | 1,382 | 0.55% | 0.6% | 90 | +27 | 0.12% | Q4 2025 | Feb 11, 2026 |
| Financial Futures Ltd Liability Co. | History | Reduced | 23,147 | 1,381 | 0.64% | 0.8% | 91 | -3,548 | -13.29% | Q4 2025 | Jan 23, 2026 |
| Mutual Advisors, LLC | History | Added to | 22,765 | 1,358 | 0.03% | 0.03% | 92 | +345 | 1.54% | Q4 2025 | Feb 02, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 22,409 | 1,337 | 0.0% | 0.0% | 93 | +13,421 | 149.32% | Q4 2025 | Mar 16, 2026 |
| jvl associates llc | History | No change | 21,912 | 1,307 | 0.43% | 0.45% | 94 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Savant Capital, LLC | History | Reduced | 21,734 | 1,296 | 0.01% | 0.01% | 95 | -4,136 | -15.99% | Q4 2025 | Feb 10, 2026 |
| McNaughton Wealth Management, LLC | History | Reduced | 21,449 | 1,279 | 0.53% | 0.63% | 96 | -2,913 | -11.96% | Q4 2025 | Jan 12, 2026 |
| COMMERCE BANK | History | Reduced | 21,403 | 1,277 | 0.01% | 0.01% | 97 | -136 | -0.63% | Q4 2025 | Feb 13, 2026 |
| SFAM, LLC | History | New | 21,208 | 1,265 | 1.16% | — | 98 | +21,208 | New | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 21,165 | 1,263 | 0.0% | 0.0% | 99 | -391 | -1.81% | Q4 2025 | Feb 11, 2026 |
| BAILARD, INC. | History | Reduced | 21,105 | 1,259 | 0.03% | 0.03% | 100 | -166 | -0.78% | Q4 2025 | Feb 04, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 21,033 | 1,255 | 0.05% | 0.05% | 101 | -217 | -1.02% | Q4 2025 | Feb 02, 2026 |
| CITADEL ADVISORS LLC | History | New | 20,665 | 1,233 | 0.0% | — | 102 | +20,665 | New | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 20,361 | 1,214 | 0.0% | 0.0% | 103 | -2,603 | -11.34% | Q4 2025 | Feb 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 18,786 | 1,120 | 0.0% | 0.0% | 104 | +141 | 0.76% | Q4 2025 | Feb 17, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 18,753 | 1,119 | 0.01% | 0.02% | 105 | -2,351 | -11.14% | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 17,883 | 1,067 | 0.0% | 0.0% | 106 | -524 | -2.85% | Q4 2025 | Feb 05, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Reduced | 17,664 | 1,054 | 0.09% | 0.1% | 107 | -840 | -4.54% | Q4 2025 | Jan 23, 2026 |
| SCS Capital Management LLC | History | Added to | 17,546 | 1,046 | 0.01% | 0.01% | 108 | +4,594 | 35.47% | Q4 2025 | Feb 10, 2026 |
| Spire Wealth Management | History | Reduced | 17,022 | 1,015 | 0.03% | 0.05% | 109 | -8,406 | -33.06% | Q4 2025 | Jan 14, 2026 |
| Dakota Wealth Management | History | Added to | 16,351 | 975 | 0.02% | 0.02% | 110 | +142 | 0.88% | Q4 2025 | Jan 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 16,260 | 970 | 0.0% | 0.0% | 111 | +373 | 2.35% | Q4 2025 | Feb 18, 2026 |
| SONATA CAPITAL GROUP INC | History | Reduced | 16,165 | 964 | 0.35% | 0.37% | 112 | -112 | -0.69% | Q4 2025 | Jan 26, 2026 |
| White Lighthouse Investment Management Inc. | History | Reduced | 16,034 | 956 | 0.13% | 0.15% | 113 | -425 | -2.58% | Q4 2025 | Feb 09, 2026 |
| Greenspring Advisors, LLC | History | New | 15,908 | 949 | 0.06% | — | 114 | +15,908 | New | Q4 2025 | Feb 10, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Reduced | 15,854 | 945 | 0.26% | 0.31% | 115 | -147 | -0.92% | Q4 2025 | Feb 10, 2026 |
| HB Wealth Management, LLC | History | No change | 15,548 | 927 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Audent Global Asset Management, LLC | History | Reduced | 15,058 | 898 | 0.57% | 0.69% | 117 | -311 | -2.02% | Q4 2025 | Mar 10, 2026 |
| Meramec Financial Planners, LLC | History | New | 14,378 | 897 | 0.35% | — | 118 | +14,378 | New | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 15,017 | 896 | 0.01% | 0.0% | 119 | +14,176 | 1685.61% | Q4 2025 | Jan 23, 2026 |
| Evanson Asset Management, LLC | History | Added to | 14,755 | 880 | 0.05% | 0.05% | 120 | +2 | 0.01% | Q4 2025 | Jan 12, 2026 |
| Strata Wealth Advisors, LLC | History | Added to | 14,077 | 839 | 0.23% | 0.15% | 121 | +4,683 | 49.85% | Q4 2025 | Feb 12, 2026 |
| Modera Wealth Management, LLC | History | Added to | 14,009 | 835 | 0.01% | 0.01% | 122 | +34 | 0.24% | Q4 2025 | Jan 21, 2026 |
| Capital Analysts, LLC | History | Reduced | 13,974 | 834 | 0.03% | 0.05% | 123 | -13,764 | -49.62% | Q4 2025 | Feb 11, 2026 |
| Horizons Wealth Management | History | Reduced | 13,961 | 833 | 0.55% | 0.6% | 124 | -445 | -3.09% | Q4 2025 | Jan 05, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 13,893 | 828 | 0.0% | 0.0% | 125 | +4,033 | 40.9% | Q4 2025 | Jan 29, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 13,802 | 823 | 0.02% | 0.02% | 126 | +90 | 0.66% | Q4 2025 | Feb 11, 2026 |
| BTC Capital Management, Inc. | History | Reduced | 13,382 | 798 | 0.06% | 0.06% | 127 | -137 | -1.01% | Q4 2025 | Jan 15, 2026 |
| James J. Burns & Company, LLC | History | Added to | 13,278 | 792 | 0.11% | 0.12% | 128 | +664 | 5.26% | Q4 2025 | Jan 23, 2026 |
| VERITY Wealth Advisors | History | Added to | 13,261 | 791 | 0.49% | 0.51% | 129 | +82 | 0.62% | Q4 2025 | Jan 07, 2026 |
| Capital Planning Advisors, LLC | History | No change | 13,123 | 783 | 0.1% | 0.11% | 130 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BANK OF STOCKTON | History | Reduced | 13,072 | 780 | 0.22% | 0.31% | 131 | -4,642 | -26.21% | Q4 2025 | Jan 21, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 12,941 | 772 | 0.27% | 0.26% | 132 | +1,613 | 14.24% | Q4 2025 | Feb 10, 2026 |
| Whitegate Investment Counselors, Inc. | History | No change | 12,825 | 765 | 0.24% | 0.26% | 133 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Intergy Private Wealth, LLC | History | No change | 12,587 | 751 | 0.23% | 0.24% | 134 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Family Office Research LLC | History | Added to | 12,418 | 745 | 0.3% | 0.32% | 135 | +666 | 5.67% | Q4 2025 | Feb 09, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 11,555 | 702 | 0.02% | 0.01% | 136 | +2,846 | 32.68% | Q4 2025 | Jan 28, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 11,597 | 691 | 0.02% | 0.02% | 137 | -1,559 | -11.85% | Q4 2025 | Jan 29, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 11,416 | 681 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| DELTA CAPITAL MANAGEMENT LLC | History | No change | 11,400 | 680 | 0.38% | 0.36% | 139 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 11,333 | 676 | 0.0% | 0.0% | 140 | -36 | -0.32% | Q4 2025 | Feb 06, 2026 |
| COHEN & STEERS, INC. | History | Added to | 11,318 | 675 | 0.0% | 0.0% | 141 | +10,525 | 1327.24% | Q4 2025 | Feb 13, 2026 |
| Fund Evaluation Group, LLC | History | New | 11,127 | 663 | 0.02% | — | 142 | +11,127 | New | Q4 2025 | Feb 11, 2026 |
| White Knight Strategic Wealth Advisors, LLC | History | Reduced | 11,027 | 657 | 0.48% | 0.54% | 143 | -61 | -0.55% | Q4 2025 | Feb 20, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 10,543 | 629 | 0.0% | 0.0% | 144 | +917 | 9.53% | Q4 2025 | Feb 13, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 10,516 | 627 | 0.0% | 0.01% | 145 | -10,500 | -49.96% | Q4 2025 | Feb 13, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 10,425 | 622 | 0.03% | 0.04% | 146 | -1,320 | -11.24% | Q4 2025 | Feb 03, 2026 |
| Apollon Wealth Management, LLC | History | New | 10,202 | 608 | 0.01% | — | 147 | +10,202 | New | Q4 2025 | Jan 22, 2026 |
| One Capital Management, LLC | History | Reduced | 10,149 | 605 | 0.02% | 0.02% | 148 | -109 | -1.06% | Q4 2025 | Feb 10, 2026 |
| Integrated Advisors Network LLC | History | Added to | 10,105 | 602 | 0.03% | 0.02% | 149 | +508 | 5.29% | Q4 2025 | Feb 17, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 9,756 | 582 | 0.01% | 0.02% | 150 | -852 | -8.03% | Q4 2025 | Feb 13, 2026 |
| Glenview Trust Co | History | Reduced | 9,318 | 556 | 0.01% | 0.01% | 151 | -184 | -1.94% | Q4 2025 | Feb 09, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 9,178 | 547 | 0.01% | 0.01% | 152 | +2,476 | 36.94% | Q4 2025 | Jan 14, 2026 |
| VANGUARD GROUP INC | History | No change | 9,000 | 537 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 9,000 | 537 | 0.06% | 0.06% | 154 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 8,892 | 537 | 0.03% | 0.03% | 155 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 8,904 | 531 | 0.07% | 0.08% | 156 | -20 | -0.22% | Q4 2025 | Jan 09, 2026 |
| Fairway Wealth LLC | History | Reduced | 8,749 | 522 | 0.14% | 0.15% | 157 | -38 | -0.43% | Q4 2025 | Jan 28, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 8,653 | 516 | 0.07% | 0.07% | 158 | +103 | 1.2% | Q4 2025 | Jan 21, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 8,559 | 514 | 0.02% | 0.02% | 159 | +486 | 6.02% | Q4 2025 | Jan 09, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 8,524 | 508 | 0.01% | 0.01% | 160 | +439 | 5.43% | Q4 2025 | Feb 19, 2026 |
| WATERS PARKERSON & CO., LLC | History | Reduced | 8,457 | 504 | 0.02% | 0.03% | 161 | -125 | -1.46% | Q4 2025 | Feb 12, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 8,348 | 498 | 0.01% | 0.01% | 162 | +1,718 | 25.91% | Q4 2025 | Jan 22, 2026 |
| Range Financial Group LLC | History | Reduced | 8,340 | 497 | 0.17% | 0.19% | 163 | -249 | -2.9% | Q4 2025 | Jan 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 8,307 | 495 | 0.01% | 0.01% | 164 | +381 | 4.81% | Q4 2025 | Jan 20, 2026 |
| HSBC HOLDINGS PLC | History | New | 8,244 | 491 | 0.0% | — | 165 | +8,244 | New | Q4 2025 | Mar 20, 2026 |
| Prostatis Group LLC | History | Added to | 8,214 | 490 | 0.12% | 0.12% | 166 | +660 | 8.74% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 7,888 | 474 | 0.0% | — | 167 | +7,888 | New | Q4 2025 | Feb 12, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 7,907 | 471 | 0.03% | 0.03% | 168 | +168 | 2.17% | Q4 2025 | Jan 23, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 7,837 | 467 | 0.01% | 0.01% | 169 | +18 | 0.23% | Q4 2025 | Jan 28, 2026 |
| GLENMEDE TRUST CO NA | History | New | 7,691 | 458 | 0.0% | — | 170 | +7,691 | New | Q4 2025 | Feb 17, 2026 |
| Adirondack Capital Advisors, LLC | History | New | 7,576 | 452 | 0.3% | — | 171 | +7,576 | New | Q4 2025 | Feb 03, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 7,464 | 445 | 0.0% | 0.0% | 172 | -158 | -2.07% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | New | 7,449 | 444 | 0.0% | — | 173 | +7,449 | New | Q4 2025 | Feb 13, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 7,432 | 443 | 0.15% | 0.14% | 174 | +858 | 13.05% | Q4 2025 | Apr 24, 2026 |
| Sound Income Strategies, LLC | History | Added to | 7,056 | 439 | 0.02% | — | 176 | +7,049 | 100700.0% | Q4 2025 | Jan 21, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 7,370 | 439 | 0.08% | 0.06% | 175 | +2,150 | 41.19% | Q4 2025 | Feb 09, 2026 |
| Oak Wealth Advisors LLC | History | Added to | 7,221 | 430 | 0.25% | 0.24% | 177 | +437 | 6.44% | Q4 2025 | Feb 11, 2026 |
| SAPIENT CAPITAL LLC | History | New | 7,119 | 428 | 0.01% | — | 178 | +7,119 | New | Q4 2025 | Feb 05, 2026 |
| Tolleson Wealth Management, Inc. | History | Reduced | 7,016 | 418 | 0.06% | 0.08% | 179 | -1,832 | -20.71% | Q4 2025 | Feb 17, 2026 |
| American Wealth Advisors, LLC | History | Added to | 7,009 | 418 | 0.41% | 0.42% | 180 | +80 | 1.15% | Q4 2025 | Jan 26, 2026 |
| Pitcairn Wealth Advisors LLC | History | New | 6,897 | 411 | 0.04% | — | 181 | +6,897 | New | Q4 2025 | Feb 13, 2026 |
| Westshore Wealth, LLC | History | Added to | 6,376 | 380 | 0.13% | 0.13% | 183 | +61 | 0.97% | Q4 2025 | Feb 25, 2026 |
| American Investment Services, Inc. | History | No change | 6,384 | 380 | 0.09% | 0.09% | 182 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| American Trust | History | Reduced | 6,368 | 379 | 0.03% | 0.03% | 184 | -82 | -1.27% | Q4 2025 | Feb 17, 2026 |
| Innova Wealth Partners | History | New | 6,231 | 371 | 0.19% | — | 185 | +6,231 | New | Q4 2025 | Jan 07, 2026 |
| CENTRAL TRUST Co | History | No change | 6,137 | 366 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 6,118 | 365 | 0.02% | 0.02% | 187 | -32 | -0.52% | Q4 2025 | Jan 14, 2026 |
| Bedminster, LLC | History | New | 6,068 | 362 | 0.33% | — | 188 | +6,068 | New | Q4 2025 | Feb 05, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | New | 6,038 | 360 | 0.34% | — | 190 | +6,038 | New | Q4 2025 | Feb 02, 2026 |
| Waldron Private Wealth LLC | History | No change | 6,048 | 360 | 0.01% | 0.02% | 189 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Post Resch Tallon Group Inc. | History | Reduced | 5,990 | 357 | 0.3% | 0.33% | 191 | -55 | -0.91% | Q4 2025 | Jan 09, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Reduced | 5,949 | 354 | 0.03% | 0.04% | 192 | -100 | -1.65% | Q4 2025 | Jan 23, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 5,731 | 341 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MATHER GROUP, LLC. | History | No change | 5,702 | 340 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 5,662 | 337 | 0.01% | 0.01% | 195 | +105 | 1.89% | Q4 2025 | Feb 05, 2026 |
| Texas Yale Capital Corp. | History | No change | 5,600 | 334 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GWN SECURITIES INC. | History | Added to | 5,534 | 330 | 0.07% | 0.07% | 197 | +414 | 8.09% | Q4 2025 | Feb 11, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 5,448 | 325 | 0.0% | 0.0% | 198 | +176 | 3.34% | Q4 2025 | Feb 03, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 5,433 | 324 | 0.0% | 0.0% | 199 | -509 | -8.57% | Q4 2025 | Feb 17, 2026 |
| 1ST SOURCE BANK | History | No change | 5,369 | 320 | 0.02% | 0.02% | 200 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| FMR LLC | History | Reduced | 5,263 | 314 | 0.0% | 0.0% | 201 | -369 | -6.55% | Q4 2025 | Feb 17, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Reduced | 5,221 | 311 | 0.0% | 0.0% | 202 | -700 | -11.82% | Q4 2025 | Jan 13, 2026 |
| Cetera Trust Company, N.A | History | New | 5,075 | 302 | 0.16% | — | 203 | +5,075 | New | Q4 2025 | Feb 13, 2026 |
| Opulen Financial Group LLC | History | Reduced | 5,071 | 302 | 0.22% | 0.24% | 204 | -167 | -3.19% | Q4 2025 | Feb 10, 2026 |
| Sowell Financial Services LLC | History | Added to | 4,952 | 295 | 0.01% | 0.01% | 205 | +114 | 2.36% | Q4 2025 | Jan 21, 2026 |
| EP Wealth Advisors, LLC | History | New | 4,934 | 294 | 0.0% | — | 207 | +4,934 | New | Q4 2025 | Feb 18, 2026 |
| NICOLET BANKSHARES INC | History | Reduced | 4,942 | 294 | 0.05% | 0.07% | 206 | -1,738 | -26.02% | Q4 2025 | Feb 09, 2026 |
| Breakwater Capital Group | History | Added to | 4,872 | 290 | 0.04% | 0.03% | 209 | +1,182 | 32.03% | Q4 2025 | Jan 09, 2026 |
| AE Wealth Management LLC | History | Reduced | 4,868 | 290 | 0.0% | 0.0% | 208 | -1,058 | -17.85% | Q4 2025 | Jan 26, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Reduced | 4,800 | 286 | 0.06% | 0.07% | 210 | -500 | -9.43% | Q4 2025 | Feb 10, 2026 |
| Amicus Financial Advisors, LLC | History | New | 4,648 | 277 | 0.08% | — | 211 | +4,648 | New | Q4 2025 | Mar 02, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | No change | 4,634 | 276 | 0.02% | 0.02% | 212 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 4,621 | 275 | 0.01% | 0.01% | 213 | +21 | 0.46% | Q4 2025 | Feb 04, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 4,591 | 273 | 0.02% | 0.02% | 214 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 4,498 | 268 | 0.01% | 0.01% | 215 | +744 | 19.82% | Q4 2025 | Feb 17, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 4,507 | 268 | 0.05% | 0.05% | 216 | +17 | 0.38% | Q4 2025 | Feb 02, 2026 |
| Courage Miller Partners, LLC | History | Reduced | 4,437 | 264 | 0.08% | 0.08% | 217 | -2 | -0.05% | Q4 2025 | Jan 26, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 4,411 | 263 | 0.01% | 0.01% | 220 | -2,978 | -40.3% | Q4 2025 | Feb 04, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 4,410 | 263 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Linscomb Wealth, Inc. | History | No change | 4,410 | 263 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| World Investment Advisors | History | New | 4,364 | 260 | 0.0% | — | 221 | +4,364 | New | Q4 2025 | Mar 12, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 4,293 | 256 | 0.02% | 0.02% | 222 | -434 | -9.18% | Q4 2025 | Feb 20, 2026 |
| Allworth Financial LP | History | New | 4,154 | 247 | 0.0% | — | 223 | +4,154 | New | Q4 2025 | Feb 05, 2026 |
| Jordan Park Group LLC | History | No change | 4,140 | 247 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 4,120 | 245 | 0.06% | 0.07% | 225 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Midwest Trust Co | History | Added to | 4,084 | 243 | 0.0% | 0.0% | 226 | +138 | 3.5% | Q4 2025 | Feb 04, 2026 |
| CHOREO, LLC | History | Added to | 3,985 | 239 | 0.0% | 0.0% | 227 | +5 | 0.13% | Q4 2025 | Jan 23, 2026 |
| Cadence Bank | History | No change | 4,000 | 238 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 3,915 | 233 | 0.01% | 0.01% | 229 | -1 | -0.03% | Q4 2025 | Feb 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 3,882 | 231 | 0.0% | 0.0% | 230 | +1,227 | 46.21% | Q4 2025 | Feb 12, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 3,871 | 230 | 0.02% | 0.02% | 231 | -601 | -13.44% | Q4 2025 | Feb 09, 2026 |
| Clark Capital Management Group, Inc. | History | New | 3,817 | 227 | 0.0% | — | 232 | +3,817 | New | Q4 2025 | Feb 17, 2026 |
| Sage Capital Advisors,llc | History | Reduced | 3,821 | 227 | 0.05% | 0.06% | 233 | -14 | -0.37% | Q4 2025 | Jan 06, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 3,800 | 226 | 0.02% | 0.02% | 234 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 3,800 | 226 | 0.05% | 0.06% | 235 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 3,772 | 225 | 0.08% | 0.08% | 236 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | New | 3,712 | 221 | 0.04% | — | 239 | +3,712 | New | Q4 2025 | Feb 13, 2026 |
| Note Advisors, LLC | History | New | 3,612 | 221 | 0.11% | — | 238 | +3,612 | New | Q4 2025 | Feb 18, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | No change | 3,720 | 221 | 0.06% | 0.07% | 237 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 3,627 | 216 | 0.09% | 0.12% | 240 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 3,486 | 208 | 0.03% | 0.03% | 241 | +44 | 1.28% | Q4 2025 | Jan 29, 2026 |
| Arax Advisory Partners | History | New | 3,452 | 205 | 0.01% | — | 242 | +3,452 | New | Q4 2025 | Feb 13, 2026 |
| North Star Investment Management Corp. | History | No change | 3,400 | 202 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Evercore Wealth Management, LLC | History | No change | 3,401 | 202 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 3,400 | 202 | 0.02% | 0.02% | 245 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 3,205 | 191 | 0.0% | 0.0% | 246 | +621 | 24.03% | Q4 2025 | Feb 11, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 3,140 | 187 | 0.15% | — | 247 | +3,140 | New | Q4 2025 | Feb 11, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 2,826 | 168 | 0.0% | 0.0% | 248 | +10 | 0.36% | Q4 2025 | Jan 28, 2026 |
| Private Wealth Management Group, LLC | History | No change | 2,775 | 165 | 0.04% | 0.05% | 249 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 2,755 | 164 | 0.0% | 0.0% | 250 | -13 | -0.47% | Q4 2025 | Feb 06, 2026 |
| BESSEMER GROUP INC | History | Reduced | 2,500 | 149 | 0.0% | 0.0% | 252 | -1,000 | -28.57% | Q4 2025 | Feb 05, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 2,500 | 149 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| IMG Wealth Management, Inc. | History | No change | 2,501 | 149 | 0.09% | 0.1% | 253 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Parallel Advisors, LLC | History | Reduced | 2,246 | 134 | 0.0% | 0.0% | 254 | -329 | -12.78% | Q4 2025 | Feb 11, 2026 |
| NBC SECURITIES, INC. | History | Added to | 2,173 | 129 | 0.01% | 0.01% | 255 | +10 | 0.46% | Q4 2025 | Jan 29, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 2,062 | 123 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 1,835 | 109 | 0.01% | 0.01% | 257 | -50 | -2.65% | Q4 2025 | Jan 20, 2026 |
| Strategic Wealth Advisors LLC | History | New | 1,826 | 108 | 0.09% | — | 258 | +1,826 | New | Q4 2025 | Feb 03, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 1,805 | 107 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Johnson Financial Group, Inc. | History | No change | 1,738 | 103 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,704 | 101 | 0.0% | 0.0% | 261 | +518 | 43.68% | Q4 2025 | Feb 17, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 1,663 | 99 | 0.01% | 0.02% | 262 | -805 | -32.62% | Q4 2025 | Jan 22, 2026 |
| ORG Wealth Partners, LLC | History | No change | 1,636 | 97 | 0.02% | 0.02% | 263 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Laurel Wealth Advisors LLC | History | New | 1,597 | 95 | 0.01% | — | 264 | +1,597 | New | Q4 2025 | Jan 30, 2026 |
| Cordant, Inc. | History | Reduced | 1,553 | 92 | 0.04% | 0.12% | 265 | -2,610 | -62.7% | Q4 2025 | Jan 12, 2026 |
| DT Investment Partners, LLC | History | No change | 1,500 | 89 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Trust Co | History | New | 1,470 | 87 | 0.01% | — | 267 | +1,470 | New | Q4 2025 | Jan 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | New | 1,418 | 84 | 0.0% | — | 268 | +1,418 | New | Q4 2025 | Feb 13, 2026 |
| Biltmore Family Office, LLC | History | Added to | 1,400 | 83 | 0.01% | 0.01% | 269 | +400 | 40.0% | Q4 2025 | Feb 04, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 1,400 | 83 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Larson Financial Group LLC | History | Added to | 1,373 | 81 | 0.0% | 0.0% | 271 | +86 | 6.68% | Q4 2025 | Feb 06, 2026 |
| CVA Family Office, LLC | History | Added to | 1,354 | 80 | 0.01% | 0.01% | 272 | +4 | 0.3% | Q4 2025 | Jan 12, 2026 |
| NBT BANK N A /NY | History | No change | 1,335 | 79 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 1,281 | 77 | 0.01% | 0.01% | 274 | +7 | 0.55% | Q4 2025 | Feb 02, 2026 |
| ASSETMARK, INC | History | Added to | 1,196 | 71 | 0.0% | 0.0% | 275 | +491 | 69.65% | Q4 2025 | Jan 23, 2026 |
| Bank of New Hampshire | History | New | 1,150 | 68 | 0.02% | — | 276 | +1,150 | New | Q4 2025 | Mar 16, 2026 |
| CX Institutional | History | Added to | 1,127 | 67 | 0.0% | 0.0% | 277 | +694 | 160.28% | Q4 2025 | Feb 02, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 1,088 | 64 | 0.01% | 0.01% | 278 | +12 | 1.12% | Q4 2025 | Feb 12, 2026 |
| WHITTIER TRUST CO | History | No change | 1,048 | 62 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Manchester Capital Management LLC | History | No change | 1,000 | 59 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 992 | 59 | 0.0% | 0.01% | 281 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| JDM Financial Group LLC | History | No change | 980 | 58 | 0.02% | 0.03% | 282 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 930 | 55 | 0.03% | 0.04% | 283 | -1,015 | -52.19% | Q4 2025 | Feb 18, 2026 |
| MAI Capital Management | History | Reduced | 918 | 54 | 0.0% | 0.0% | 285 | -3,095 | -77.12% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 918 | 54 | 0.0% | 0.0% | 284 | +204 | 28.57% | Q4 2025 | Feb 09, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 787 | 46 | 0.0% | — | 286 | +787 | New | Q4 2025 | Jan 21, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 765 | 45 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Avion Wealth | History | Reduced | 740 | 44 | 0.01% | 0.01% | 288 | -20 | -2.63% | Q4 2025 | Jan 23, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 655 | 39 | 0.0% | 0.0% | 289 | +317 | 93.79% | Q4 2025 | Feb 05, 2026 |
| AlphaCore Capital LLC | History | New | 618 | 36 | 0.0% | — | 290 | +618 | New | Q4 2025 | Feb 05, 2026 |
| Nemes Rush Group LLC | History | No change | 602 | 35 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Breakwater Investment Management | History | No change | 570 | 34 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| IFP Advisors, Inc | History | No change | 558 | 33 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 536 | 31 | 0.01% | 0.01% | 294 | +7 | 1.32% | Q4 2025 | Jan 09, 2026 |
| Millstone Evans Group, LLC | History | No change | 520 | 31 | 0.02% | 0.02% | 295 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Clayton Financial Group LLC | History | Added to | 491 | 29 | 0.01% | 0.0% | 297 | +395 | 411.46% | Q4 2025 | Jan 21, 2026 |
| CNB Bank | History | No change | 500 | 29 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 471 | 28 | 0.01% | 0.01% | 298 | +5 | 1.07% | Q4 2025 | Jan 23, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 464 | 27 | 0.0% | 0.0% | 299 | -336 | -42.0% | Q4 2025 | Jan 26, 2026 |
| HM PAYSON & CO | History | No change | 450 | 26 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 427 | 25 | 0.01% | 0.01% | 301 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Dunhill Financial, LLC | History | Added to | 412 | 24 | 0.01% | 0.01% | 303 | +5 | 1.23% | Q4 2025 | Jan 29, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 405 | 24 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 415 | 24 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 395 | 23 | 0.0% | 0.0% | 305 | -228 | -36.6% | Q4 2025 | Feb 17, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Added to | 356 | 21 | 0.01% | 0.01% | 308 | +3 | 0.85% | Q4 2025 | Feb 10, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 359 | 21 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Ancora Advisors LLC | History | No change | 352 | 21 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TD Capital Management LLC | History | New | 343 | 20 | 0.0% | — | 309 | +343 | New | Q4 2025 | Feb 26, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 330 | 19 | 0.01% | — | 311 | +330 | New | Q4 2025 | Mar 05, 2026 |
| Waverly Advisors, LLC | History | New | 322 | 19 | 0.0% | — | 310 | +322 | New | Q4 2025 | Feb 17, 2026 |
| SHP Wealth Management | History | New | 312 | 18 | 0.0% | — | 312 | +312 | New | Q4 2025 | Mar 04, 2026 |
| Redwood Park Advisors LLC | History | Reduced | 313 | 18 | 0.01% | 0.02% | 313 | -74 | -19.12% | Q4 2025 | Feb 17, 2026 |
| HOWE & RUSLING INC | History | Reduced | 300 | 17 | 0.0% | 0.0% | 315 | -294 | -49.49% | Q4 2025 | Feb 17, 2026 |
| OPTIMA CAPITAL LLC | History | New | 290 | 17 | 0.01% | — | 318 | +290 | New | Q4 2025 | Jan 23, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 295 | 17 | 0.0% | 0.0% | 316 | -2 | -0.67% | Q4 2025 | Feb 26, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 290 | 17 | 0.01% | 0.01% | 314 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Piscataqua Savings Bank | History | No change | 300 | 17 | 0.01% | 0.01% | 317 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 270 | 16 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| MOTCO | History | No change | 245 | 14 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GAMMA Investing LLC | History | No change | 246 | 14 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Hamilton Point Investment Advisors, LLC | History | No change | 220 | 13 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WealthShield Partners, LLC | History | No change | 228 | 13 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 189 | 11 | 0.0% | 0.0% | 324 | +130 | 220.34% | Q4 2025 | Jan 12, 2026 |
| Curat Global, LLC | History | No change | 192 | 11 | 0.01% | 0.01% | 325 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| McIlrath & Eck, LLC | History | No change | 180 | 10 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 182 | 10 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Noble Wealth Management PBC | History | Added to | 135 | 8 | 0.0% | 0.0% | 330 | +5 | 3.85% | Q4 2025 | Jan 05, 2026 |
| Front Row Advisors LLC | History | Added to | 143 | 8 | 0.0% | 0.0% | 328 | +1 | 0.7% | Q4 2025 | Feb 12, 2026 |
| Morling Financial Advisors, LLC | History | No change | 150 | 8 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Blue Trust, Inc. | History | No change | 130 | 7 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Cape Investment Advisory, Inc. | History | New | 116 | 6 | 0.0% | — | 333 | +116 | New | Q4 2025 | Feb 17, 2026 |
| MGB Wealth Management, LLC | History | Added to | 115 | 6 | 0.0% | 0.0% | 334 | +1 | 0.88% | Q4 2025 | Feb 17, 2026 |
| WINNOW WEALTH LLC | History | Added to | 104 | 6 | 0.0% | 0.0% | 335 | +1 | 0.97% | Q4 2025 | Feb 11, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 102 | 6 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 92 | 5 | 0.0% | 0.0% | 337 | -203 | -68.81% | Q4 2025 | Feb 06, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 100 | 5 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 64 | 4 | 0.0% | 0.0% | 338 | -64 | -50.0% | Q4 2025 | Feb 09, 2026 |
| Investors Research Corp | History | No change | 73 | 4 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Archer Investment Corp | History | No change | 80 | 4 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Concord Wealth Partners | History | No change | 72 | 4 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 77 | 4 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 78 | 4 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Register Financial Advisors LLC | History | No change | 52 | 3 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Root Financial Partners, LLC | History | No change | 59 | 3 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 40 | 2 | 0.0% | 0.0% | 347 | -150 | -78.95% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 40 | 2 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Sankala Group LLC | History | New | 29 | 1 | 0.0% | — | 351 | +29 | New | Q4 2025 | Mar 02, 2026 |
| Strive Financial Group ,LLC | History | New | 26 | 1 | 0.0% | — | 350 | +26 | New | Q4 2025 | Feb 18, 2026 |
| Wealth Watch Advisors, INC | History | No change | 20 | 1 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Merit Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -74,886 | -100.0% | Q3 2025 | Nov 07, 2025 |
| InvesTrust | History | Closed out | 0 | 0 | — | 0.16% | — | -7,040 | -100.0% | Q3 2025 | Oct 02, 2025 |
| Sachetta, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -7,000 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,561 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,178 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,979 | -100.0% | Q3 2025 | Nov 03, 2025 |
| BROWN ADVISORY INC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,919 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Accel Wealth Management | History | Closed out | 0 | 0 | — | 0.06% | — | -3,485 | -100.0% | Q3 2025 | Oct 08, 2025 |
| CASTLE WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,350 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Orin Green Financial, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -3,276 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,423 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -571 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Quest 10 Wealth Builders, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -427 | -100.0% | Q3 2025 | Oct 20, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -200 | -100.0% | Q3 2025 | Jan 12, 2026 |
| Versant Capital Management, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -160 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Reyes Financial Architecture, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -52 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Morton Brown Family Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2025 | Oct 21, 2025 |
| CHELSEA COUNSEL CO | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Global Trust Asset Management, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Key FInancial Inc | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |