iShares U.S. ETF Trust - ICSH
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 13 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 4,049,546 | 204,826 | 0.01% | 0.02% | 1 | -482,748 | -10.65% | Q4 2025 | Feb 17, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Added to | 4,025,851 | 203,627 | 12.51% | 7.26% | 2 | +1,846,242 | 84.71% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Added to | 4,022,450 | 203,455 | 0.03% | 0.03% | 3 | +251,028 | 6.66% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Reduced | 3,560,522 | 180,091 | 0.01% | 0.01% | 4 | -971,514 | -21.44% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 2,892,552 | 146,363 | 0.2% | 0.21% | 5 | +177,744 | 6.55% | Q4 2025 | Jan 08, 2026 |
| LPL Financial LLC | History | Added to | 2,887,396 | 146,044 | 0.04% | 0.04% | 6 | +400,009 | 16.08% | Q4 2025 | Feb 11, 2026 |
| BlackRock, Inc. | History | Added to | 2,345,768 | 118,648 | 0.0% | 0.0% | 7 | +1,282,516 | 120.62% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Wealth | History | Added to | 2,198,208 | 111,529 | 0.13% | 0.17% | 8 | +122,975 | 5.93% | Q4 2025 | Feb 13, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Added to | 2,150,661 | 108,780 | 3.46% | 3.35% | 9 | +62,775 | 3.01% | Q4 2025 | Jan 14, 2026 |
| Temasek Holdings (Private) Ltd | History | No change | 1,973,943 | 99,842 | 0.32% | 0.35% | 10 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,666,695 | 84,302 | 0.01% | — | 11 | +1,666,695 | New | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 1,272,504 | 64,363 | 0.08% | 0.08% | 12 | +88,083 | 7.44% | Q4 2025 | Feb 13, 2026 |
| Winthrop Advisory Group LLC | History | Reduced | 1,177,437 | 59,554 | 5.05% | 5.4% | 13 | -39,202 | -3.22% | Q4 2025 | Jan 21, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,098,798 | 55,577 | 0.02% | 0.02% | 14 | -146,470 | -11.76% | Q4 2025 | Feb 18, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 1,078,140 | 54,532 | 4.54% | 5.08% | 15 | -56,792 | -5.0% | Q4 2025 | Feb 09, 2026 |
| Foster Group, Inc. | History | Added to | 1,049,330 | 53,075 | 1.6% | 1.54% | 16 | +80,699 | 8.33% | Q4 2025 | Jan 12, 2026 |
| Acorns Advisers, LLC | History | Added to | 1,016,000 | 51,389 | 0.39% | 0.39% | 17 | +27,861 | 2.82% | Q4 2025 | Feb 13, 2026 |
| Iron Gate Global Advisors LLC | History | Added to | 1,014,919 | 51,334 | 5.26% | 4.37% | 18 | +171,741 | 20.37% | Q4 2025 | Feb 17, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 795,433 | 40,232 | 1.81% | 1.61% | 19 | +150,066 | 23.25% | Q4 2025 | Feb 17, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 731,069 | 36,977 | 10.64% | 10.09% | 20 | +59,894 | 8.92% | Q4 2025 | Feb 09, 2026 |
| Capital Advantage, Inc. | History | Added to | 718,302 | 36,331 | 4.9% | 0.65% | 21 | +632,528 | 737.44% | Q4 2025 | Jan 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 711,243 | 35,974 | 0.01% | 0.01% | 22 | +30,176 | 4.43% | Q4 2025 | Feb 10, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 707,334 | 35,776 | 0.27% | 0.34% | 23 | -74,840 | -9.57% | Q4 2025 | Jan 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 596,354 | 30,163 | 0.75% | 0.77% | 24 | +10,740 | 1.83% | Q4 2025 | Feb 09, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Added to | 565,427 | 28,599 | 1.47% | 1.38% | 25 | +30,537 | 5.71% | Q4 2025 | Jan 27, 2026 |
| Corient Private Wealth LLC | History | Added to | 540,373 | 27,331 | 0.04% | 0.02% | 26 | +240,066 | 79.94% | Q4 2025 | Mar 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 530,086 | 26,813 | 0.04% | 0.04% | 27 | +6,769 | 1.29% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 507,284 | 25,658 | 0.02% | 0.02% | 28 | +117,596 | 30.18% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 488,275 | 24,696 | 0.03% | 0.03% | 29 | +2,329 | 0.48% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 466,651 | 23,603 | 0.33% | 0.26% | 30 | +121,502 | 35.2% | Q4 2025 | Feb 17, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 455,775 | 23,053 | 1.27% | 0.58% | 31 | +259,412 | 132.11% | Q4 2025 | Jan 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 455,284 | 23,028 | 0.06% | 0.08% | 32 | -87,054 | -16.05% | Q4 2025 | Feb 05, 2026 |
| Steele Capital Management, Inc. | History | Added to | 440,652 | 22,288 | 0.96% | 0.91% | 33 | +35,221 | 8.69% | Q4 2025 | Jan 27, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Added to | 439,815 | 22,245 | 3.91% | 0.1% | 34 | +429,944 | 4355.63% | Q4 2025 | Jan 21, 2026 |
| CWM, LLC | History | Added to | 439,455 | 22,228 | 0.06% | 0.06% | 35 | +65,294 | 17.45% | Q4 2025 | Jan 26, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 425,454 | 21,519 | 0.05% | 0.07% | 36 | -107,693 | -20.2% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 420,843 | 21,286 | 0.33% | 0.27% | 37 | +81,129 | 23.88% | Q4 2025 | Jan 20, 2026 |
| Cynosure Group, LLC | History | Reduced | 416,471 | 21,065 | 2.14% | 2.42% | 38 | -22,353 | -5.09% | Q4 2025 | Feb 17, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | Added to | 408,645 | 20,669 | 8.85% | 8.49% | 39 | +27,205 | 7.13% | Q4 2025 | Feb 05, 2026 |
| Bison Wealth, LLC | History | New | 405,329 | 20,489 | 2.3% | — | 40 | +405,329 | New | Q4 2025 | Mar 24, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 403,664 | 20,417 | 2.68% | 2.7% | 41 | +10,765 | 2.74% | Q4 2025 | Jan 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 355,896 | 18,001 | 0.02% | 0.02% | 42 | +78,059 | 28.1% | Q4 2025 | Feb 12, 2026 |
| Avestar Capital, LLC | History | Reduced | 345,751 | 17,488 | 1.13% | 1.16% | 43 | -4,668 | -1.33% | Q4 2025 | Feb 10, 2026 |
| Private Advisor Group, LLC | History | Added to | 335,389 | 16,963 | 0.08% | 0.07% | 44 | +47,989 | 16.7% | Q4 2025 | Feb 17, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 332,746 | 16,830 | 0.59% | 0.56% | 45 | +18,185 | 5.78% | Q4 2025 | Feb 12, 2026 |
| BOKF, NA | History | Added to | 322,036 | 16,288 | 0.25% | 0.23% | 46 | +19,862 | 6.57% | Q4 2025 | Feb 03, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 313,662 | 15,865 | 0.03% | 0.03% | 47 | +5,940 | 1.93% | Q4 2025 | Feb 12, 2026 |
| Parallel Advisors, LLC | History | Added to | 311,906 | 15,776 | 0.29% | 0.21% | 48 | +85,558 | 37.8% | Q4 2025 | Feb 11, 2026 |
| Landing Point Financial Group, LLC | History | Added to | 299,685 | 15,158 | 7.56% | 7.77% | 49 | +6,006 | 2.05% | Q4 2025 | Feb 11, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 292,337 | 14,786 | 0.65% | 0.66% | 50 | +3,268 | 1.13% | Q4 2025 | Jan 29, 2026 |
| Congress Park Capital LLC | History | Added to | 288,640 | 14,599 | 4.36% | 3.83% | 51 | +45,964 | 18.94% | Q4 2025 | Jan 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 354,460 | 14,493 | 0.35% | 0.32% | 52 | +23,374 | 7.06% | Q4 2025 | Feb 11, 2026 |
| Edgemoor Investment Advisors, Inc. | History | Reduced | 283,353 | 14,331 | 1.11% | 1.14% | 53 | -8,327 | -2.85% | Q4 2025 | Feb 10, 2026 |
| Morningstar Investment Management LLC | History | Added to | 282,957 | 14,312 | 0.84% | 0.52% | 54 | +6,333 | 2.29% | Q4 2025 | Feb 09, 2026 |
| Exeter Financial, LLC | History | Added to | 259,538 | 13,127 | 5.58% | 4.7% | 55 | +45,103 | 21.03% | Q4 2025 | Jan 07, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 256,525 | 12,975 | 1.27% | 2.01% | 56 | -141,119 | -35.49% | Q4 2025 | Jan 29, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 254,067 | 12,850 | 1.0% | 0.86% | 57 | +45,998 | 22.11% | Q4 2025 | Jan 23, 2026 |
| Mutual Advisors, LLC | History | Reduced | 250,807 | 12,685 | 0.27% | 0.33% | 58 | -45,419 | -15.33% | Q4 2025 | Feb 02, 2026 |
| Sherry Group, Inc. | History | New | 241,206 | 12,197 | 12.78% | — | 59 | +241,206 | New | Q4 2025 | Feb 05, 2026 |
| Cerity Partners LLC | History | Added to | 238,815 | 12,079 | 0.02% | 0.02% | 60 | +4,620 | 1.97% | Q4 2025 | Feb 11, 2026 |
| Atria Investments, Inc | History | Added to | 231,732 | 11,721 | 0.13% | 0.13% | 61 | +5,156 | 2.28% | Q4 2025 | Feb 05, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 229,234 | 11,594 | 0.24% | 0.24% | 62 | +26,616 | 13.14% | Q4 2025 | Feb 03, 2026 |
| Global Retirement Partners, LLC | History | Added to | 219,994 | 11,127 | 0.2% | 0.25% | 63 | +3,217 | 1.48% | Q4 2025 | Feb 06, 2026 |
| Savant Capital, LLC | History | Added to | 218,374 | 11,045 | 0.06% | 0.05% | 64 | +43,130 | 24.61% | Q4 2025 | Feb 10, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 218,088 | 11,030 | 0.27% | 0.17% | 65 | +81,030 | 59.12% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 216,513 | 10,951 | 0.0% | — | 66 | +216,513 | New | Q4 2025 | Mar 25, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 213,006 | 10,773 | 1.5% | 1.26% | 67 | +39,199 | 22.55% | Q4 2025 | Feb 04, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 208,358 | 10,557 | 2.58% | 2.43% | 68 | +24,967 | 13.61% | Q4 2025 | Jan 23, 2026 |
| Bay Capital Advisors, LLC | History | Added to | 207,569 | 10,498 | 6.41% | 6.65% | 69 | +6,439 | 3.2% | Q4 2025 | Jan 16, 2026 |
| Snider Financial Group | History | Added to | 204,604 | 10,348 | 2.76% | 2.22% | 70 | +43,993 | 27.39% | Q4 2025 | Jan 21, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 201,425 | 10,188 | 0.0% | 0.0% | 71 | -19,829 | -8.96% | Q4 2025 | Feb 11, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 200,736 | 10,153 | 0.02% | 0.03% | 72 | -13,338 | -6.23% | Q4 2025 | Feb 11, 2026 |
| Summit Financial, LLC | History | Added to | 195,202 | 9,873 | 0.15% | 0.07% | 73 | +104,248 | 114.62% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 193,188 | 9,771 | 0.07% | — | 75 | +193,188 | New | Q4 2025 | Feb 18, 2026 |
| Summit Wealth Group, LLC | History | Added to | 193,187 | 9,771 | 2.28% | 2.18% | 74 | +15,804 | 8.91% | Q4 2025 | Feb 06, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 189,695 | 9,594 | 4.59% | 2.41% | 76 | +84,531 | 80.38% | Q4 2025 | Feb 03, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 187,695 | 9,493 | 0.8% | 0.82% | 77 | -1,898 | -1.0% | Q4 2025 | Jan 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 185,920 | 9,403 | 0.08% | 0.07% | 78 | +32,183 | 20.93% | Q4 2025 | Jan 26, 2026 |
| MY Wealth Management Inc. | History | Reduced | 184,351 | 9,324 | 8.13% | 8.25% | 79 | -982 | -0.53% | Q4 2025 | Feb 10, 2026 |
| Glassy Mountain Advisors, Inc. | History | Reduced | 164,894 | 8,340 | 2.52% | 2.99% | 80 | -30,560 | -15.64% | Q4 2025 | Feb 10, 2026 |
| GWN SECURITIES INC. | History | Reduced | 158,966 | 8,040 | 1.63% | 1.92% | 81 | -4,892 | -2.99% | Q4 2025 | Feb 11, 2026 |
| Advisor OS, LLC | History | Added to | 158,622 | 8,023 | 0.65% | 0.69% | 82 | +180 | 0.11% | Q4 2025 | Feb 04, 2026 |
| Farrow Financial, Inc. | History | Added to | 150,127 | 7,593 | 4.36% | 4.24% | 83 | +6,187 | 4.3% | Q4 2025 | Jan 27, 2026 |
| Plum Street Advisors, LLC | History | Added to | 149,896 | 7,581 | 2.7% | 2.29% | 84 | +33,117 | 28.36% | Q4 2025 | Feb 13, 2026 |
| Virtue Capital Management, LLC | History | Added to | 148,469 | 7,509 | 1.16% | 0.06% | 85 | +145,351 | 4661.67% | Q4 2025 | Feb 18, 2026 |
| Creative Planning | History | Added to | 144,704 | 7,319 | 0.01% | 0.0% | 86 | +101,259 | 233.07% | Q4 2025 | Feb 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 142,631 | 7,214 | 0.34% | 0.35% | 87 | -16,450 | -10.34% | Q4 2025 | Jan 21, 2026 |
| Allworth Financial LP | History | New | 141,873 | 7,175 | 0.03% | — | 88 | +141,873 | New | Q4 2025 | Feb 05, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 140,343 | 7,098 | 0.24% | 0.85% | 89 | -324,615 | -69.82% | Q4 2025 | Feb 12, 2026 |
| Rochester Wealth Strategies, LLC | History | Added to | 138,774 | 7,019 | 4.41% | 4.46% | 90 | +4,476 | 3.33% | Q4 2025 | Jan 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 129,706 | 6,560 | 0.07% | 0.11% | 91 | +7,472 | 6.11% | Q4 2025 | Jan 29, 2026 |
| LongView Wealth Management | History | Added to | 129,029 | 6,531 | 1.58% | 1.71% | 92 | +4,829 | 3.89% | Q4 2025 | Jan 13, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 126,270 | 6,386 | 0.43% | 0.43% | 93 | +21,228 | 20.21% | Q4 2025 | Feb 09, 2026 |
| Haverford Trust Co | History | Reduced | 125,153 | 6,330 | 0.06% | 0.06% | 94 | -7,318 | -5.52% | Q4 2025 | Feb 13, 2026 |
| Sowell Financial Services LLC | History | Added to | 124,538 | 6,299 | 0.23% | 0.23% | 95 | +7,024 | 5.98% | Q4 2025 | Jan 21, 2026 |
| Able Wealth Management LLC | History | Reduced | 123,673 | 6,255 | 1.98% | 2.74% | 96 | -19,842 | -13.83% | Q4 2025 | Jan 27, 2026 |
| HighTower Advisors, LLC | History | Added to | 122,306 | 6,186 | 0.01% | 0.01% | 97 | +26,616 | 27.81% | Q4 2025 | Feb 06, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 122,111 | 6,176 | 0.78% | — | 98 | +122,111 | New | Q4 2025 | Jan 27, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | Added to | 119,703 | 6,054 | 1.63% | 1.59% | 99 | +5,623 | 4.93% | Q4 2025 | Feb 02, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 116,388 | 5,886 | 0.3% | 0.3% | 100 | -400 | -0.34% | Q4 2025 | Feb 17, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 114,274 | 5,779 | 0.04% | 0.04% | 101 | +18,797 | 19.69% | Q4 2025 | Feb 18, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 112,044 | 5,667 | 0.18% | 0.16% | 102 | +6,609 | 6.27% | Q4 2025 | Jan 09, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 111,805 | 5,655 | 0.01% | 0.01% | 103 | -1,229 | -1.09% | Q4 2025 | Feb 17, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 110,771 | 5,602 | 1.0% | 0.59% | 104 | +51,137 | 85.75% | Q4 2025 | Feb 06, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 110,640 | 5,596 | 0.03% | 0.02% | 105 | +42,501 | 62.37% | Q4 2025 | Feb 03, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Added to | 103,630 | 5,241 | 3.91% | 3.24% | 106 | +25,115 | 31.99% | Q4 2025 | Feb 10, 2026 |
| SP Asset Management LLC | History | Reduced | 98,663 | 4,990 | 0.39% | 0.4% | 107 | -1,459 | -1.46% | Q4 2025 | Jan 28, 2026 |
| Powerhouse Assets LLC | History | New | 97,943 | 4,953 | 4.36% | — | 108 | +97,943 | New | Q4 2025 | Jan 15, 2026 |
| Wealth Architects, LLC | History | Added to | 97,377 | 4,925 | 0.44% | 0.45% | 109 | +4,450 | 4.79% | Q4 2025 | Feb 17, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 95,999 | 4,855 | 1.11% | 1.1% | 111 | +3,707 | 4.02% | Q4 2025 | Jan 21, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 95,990 | 4,855 | 0.93% | 0.94% | 110 | +2,185 | 2.33% | Q4 2025 | Feb 13, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 95,720 | 4,841 | 2.63% | 2.37% | 112 | +12,508 | 15.03% | Q4 2025 | Feb 05, 2026 |
| Sigma Planning Corp | History | Added to | 95,018 | 4,813 | 0.13% | 0.12% | 113 | +14,148 | 17.49% | Q4 2025 | Jan 30, 2026 |
| IRON Financial LLC | History | Added to | 94,932 | 4,801 | 2.21% | 0.36% | 114 | +80,082 | 539.27% | Q4 2025 | Jan 22, 2026 |
| Advocacy Wealth Management, LLC | History | Reduced | 93,338 | 4,721 | 0.2% | 0.21% | 115 | -4,023 | -4.13% | Q4 2025 | Feb 11, 2026 |
| J HAGAN CAPITAL, INC. | History | New | 90,634 | 4,584 | 2.54% | — | 116 | +90,634 | New | Q4 2025 | Feb 17, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 88,105 | 4,466 | 0.11% | 0.14% | 117 | -17,739 | -16.76% | Q4 2025 | Jan 28, 2026 |
| Jacobi Capital Management LLC | History | Added to | 87,944 | 4,448 | 0.26% | 0.14% | 118 | +42,470 | 93.39% | Q4 2025 | Feb 13, 2026 |
| Krilogy Financial LLC | History | Added to | 87,497 | 4,436 | 0.15% | 0.12% | 119 | +25,172 | 40.39% | Q4 2025 | Jan 27, 2026 |
| WT Wealth Management | History | Added to | 86,846 | 4,392 | 1.26% | 1.23% | 120 | +2,632 | 3.13% | Q4 2025 | Feb 02, 2026 |
| SEMITAM BONAM LLC | History | Added to | 86,690 | 4,384 | 3.65% | 3.7% | 121 | +5,183 | 6.36% | Q4 2025 | Jan 20, 2026 |
| General Partner, Inc. | History | Reduced | 86,175 | 4,358 | 2.47% | 4.83% | 122 | -86,600 | -50.12% | Q4 2025 | Jan 06, 2026 |
| Zhang Financial LLC | History | Added to | 85,904 | 4,345 | 0.16% | 0.16% | 123 | +10,345 | 13.69% | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 83,818 | 4,239 | 0.0% | 0.0% | 124 | +82,616 | 6873.21% | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | Added to | 82,460 | 4,170 | 0.01% | 0.0% | 125 | +56,797 | 221.32% | Q4 2025 | Feb 12, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Added to | 82,364 | 4,165 | 0.27% | 0.24% | 126 | +9,608 | 13.21% | Q4 2025 | Jan 26, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Added to | 81,038 | 4,098 | 1.02% | 0.82% | 127 | +20,812 | 34.56% | Q4 2025 | Feb 06, 2026 |
| BCR Wealth Strategies, LLC | History | Reduced | 80,543 | 4,073 | 1.35% | 1.59% | 128 | -8,512 | -9.56% | Q4 2025 | Jan 23, 2026 |
| Realta Investment Advisors | History | Added to | 80,179 | 4,055 | 1.33% | 1.35% | 129 | +627 | 0.79% | Q4 2025 | Jan 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 79,749 | 4,033 | 0.02% | 0.02% | 130 | +2,310 | 2.98% | Q4 2025 | Feb 12, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 79,341 | 4,013 | 0.25% | 0.28% | 131 | -7,601 | -8.74% | Q4 2025 | Feb 06, 2026 |
| BARINGS LLC | History | New | 78,600 | 3,975 | 0.07% | — | 132 | +78,600 | New | Q4 2025 | Feb 12, 2026 |
| Agate Pass Investment Management, LLC | History | Reduced | 78,147 | 3,952 | 1.47% | 1.74% | 133 | -11,812 | -13.13% | Q4 2025 | Jan 08, 2026 |
| UMB Bank, n.a. | History | New | 77,364 | 3,913 | 0.05% | — | 134 | +77,364 | New | Q4 2025 | Feb 13, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 76,938 | 3,891 | 0.63% | 0.64% | 135 | +1,461 | 1.94% | Q4 2025 | Jan 20, 2026 |
| NORTHERN TRUST CORP | History | New | 74,743 | 3,780 | 0.0% | — | 136 | +74,743 | New | Q4 2025 | Feb 17, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Reduced | 74,455 | 3,765 | 1.71% | 2.0% | 137 | -7,370 | -9.01% | Q4 2025 | Jan 16, 2026 |
| Waverly Advisors, LLC | History | Reduced | 74,216 | 3,753 | 0.03% | 0.04% | 138 | -2,692 | -3.5% | Q4 2025 | Feb 17, 2026 |
| Ariadne Wealth Management, LP | History | Reduced | 73,279 | 3,711 | 1.53% | 2.18% | 139 | -22,654 | -23.61% | Q4 2025 | Feb 13, 2026 |
| Hudson Oak Wealth Advisory LLC | History | New | 72,697 | 3,677 | 3.24% | — | 140 | +72,697 | New | Q4 2025 | Jan 23, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Reduced | 71,465 | 3,614 | 0.14% | 0.14% | 141 | -1,095 | -1.51% | Q4 2025 | Feb 13, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 69,677 | 3,524 | 0.81% | 0.94% | 142 | -11,268 | -13.92% | Q4 2025 | Jan 16, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 65,847 | 3,330 | 0.08% | 0.01% | 143 | +59,749 | 979.81% | Q4 2025 | Feb 17, 2026 |
| Astra Wealth Partners LLC | History | New | 64,804 | 3,277 | 1.93% | — | 144 | +64,804 | New | Q4 2025 | Feb 02, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 64,426 | 3,258 | 0.19% | 0.41% | 145 | -53,847 | -45.53% | Q4 2025 | Feb 10, 2026 |
| Pathstone Holdings, LLC | History | New | 62,970 | 3,185 | 0.01% | — | 146 | +62,970 | New | Q4 2025 | Feb 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 62,675 | 3,170 | 0.04% | 0.04% | 147 | -7,136 | -10.22% | Q4 2025 | Jan 21, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | Reduced | 62,352 | 3,153 | 2.99% | 3.48% | 148 | -6,972 | -10.06% | Q4 2025 | Feb 04, 2026 |
| Client First Capital LLC | History | Added to | 61,091 | 3,089 | 1.3% | 1.26% | 149 | +5,396 | 9.69% | Q4 2025 | Jan 26, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 59,597 | 3,014 | 0.02% | 0.01% | 150 | +32,624 | 120.95% | Q4 2025 | Jan 29, 2026 |
| Family Manage LLC | History | Reduced | 58,984 | 2,983 | 0.38% | 0.51% | 151 | -14,174 | -19.37% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 57,560 | 2,911 | 0.0% | 0.0% | 152 | +3,725 | 6.92% | Q4 2025 | Feb 13, 2026 |
| RHS Financial, LLC | History | Reduced | 56,542 | 2,859 | 1.4% | 1.65% | 153 | -5,981 | -9.57% | Q4 2025 | Jan 16, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 56,431 | 2,854 | 0.0% | 0.0% | 154 | +23,291 | 70.28% | Q4 2025 | Feb 17, 2026 |
| StoneCrest Wealth Management, Inc. | History | Added to | 55,354 | 2,799 | 1.13% | 1.2% | 155 | +1,496 | 2.78% | Q4 2025 | Jan 16, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 54,318 | 2,747 | 0.1% | 0.0% | 156 | +54,118 | 27059.0% | Q4 2025 | Feb 04, 2026 |
| URS Advisory LLC | History | New | 53,169 | 2,689 | 2.23% | — | 157 | +53,169 | New | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 52,890 | 2,675 | 0.04% | 0.05% | 158 | -2,743 | -4.93% | Q4 2025 | Feb 12, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 52,547 | 2,657 | 0.88% | 0.85% | 159 | +4,648 | 9.7% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 51,200 | 2,589 | 0.0% | 0.0% | 160 | +11,480 | 28.9% | Q4 2025 | Feb 10, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 50,838 | 2,571 | 0.6% | 0.48% | 161 | +1,648 | 3.35% | Q4 2025 | Feb 17, 2026 |
| IMG Wealth Management, Inc. | History | New | 49,774 | 2,517 | 1.6% | — | 162 | +49,774 | New | Q4 2025 | Feb 05, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 48,361 | 2,446 | 0.18% | 0.17% | 163 | +3,249 | 7.2% | Q4 2025 | Feb 10, 2026 |
| Slow Capital, Inc. | History | Reduced | 48,227 | 2,439 | 0.29% | 0.43% | 164 | -23,658 | -32.91% | Q4 2025 | Jan 26, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 48,106 | 2,433 | 0.09% | 0.11% | 165 | -7,618 | -13.67% | Q4 2025 | Feb 02, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 47,846 | 2,420 | 0.52% | 0.67% | 166 | -1,234 | -2.51% | Q4 2025 | Feb 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 47,769 | 2,416 | 0.03% | 0.02% | 167 | +16,587 | 53.19% | Q4 2025 | Jan 23, 2026 |
| Michels Family Financial, LLC | History | Reduced | 45,273 | 2,289 | 1.68% | 1.8% | 168 | -357 | -0.78% | Q4 2025 | Feb 19, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 45,062 | 2,279 | 0.25% | 0.26% | 169 | +204 | 0.45% | Q4 2025 | Jan 20, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 43,828 | 2,216 | 0.3% | 0.31% | 170 | +3,291 | 8.12% | Q4 2025 | Jan 09, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 42,941 | 2,171 | 0.0% | 0.0% | 171 | -5,709 | -11.73% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 42,380 | 2,143 | 0.0% | 0.0% | 172 | +20,207 | 91.13% | Q4 2025 | Mar 16, 2026 |
| Bogart Wealth, LLC | History | Reduced | 41,804 | 2,114 | 0.08% | 1.14% | 173 | -509,795 | -92.42% | Q4 2025 | Jan 30, 2026 |
| 9823 Capital, L.P. | History | New | 41,680 | 2,108 | 1.45% | — | 174 | +41,680 | New | Q4 2025 | Feb 17, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 41,605 | 2,104 | 0.02% | — | 175 | +41,605 | New | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 41,502 | 2,099 | 0.0% | 0.0% | 176 | -1,949 | -4.49% | Q4 2025 | Feb 13, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Added to | 41,141 | 2,080 | 0.3% | 0.27% | 177 | +6,485 | 18.71% | Q4 2025 | Jan 23, 2026 |
| Quaker Wealth Management, LLC | History | New | 41,041 | 2,075 | 0.66% | — | 179 | +41,041 | New | Q4 2025 | Jan 28, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 41,030 | 2,075 | 0.08% | 0.09% | 178 | +971 | 2.42% | Q4 2025 | Jan 14, 2026 |
| True Link Financial Advisors, LLC | History | No change | 40,969 | 2,072 | 0.13% | 0.13% | 180 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Reduced | 40,560 | 2,051 | 0.08% | 0.09% | 181 | -1,020 | -2.45% | Q4 2025 | Jan 16, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 40,260 | 2,036 | 0.07% | 0.08% | 182 | -3,592 | -8.19% | Q4 2025 | Jan 27, 2026 |
| Arax Advisory Partners | History | New | 40,233 | 2,034 | 0.06% | — | 183 | +40,233 | New | Q4 2025 | Feb 13, 2026 |
| Ifrah Financial Services, Inc. | History | Added to | 40,197 | 2,033 | 0.52% | 0.52% | 184 | +688 | 1.74% | Q4 2025 | Jan 22, 2026 |
| ASSETMARK, INC | History | Added to | 40,064 | 2,026 | 0.0% | 0.0% | 185 | +3,087 | 8.35% | Q4 2025 | Jan 23, 2026 |
| NewEdge Advisors, LLC | History | Added to | 39,836 | 2,014 | 0.01% | 0.01% | 186 | +6,267 | 18.67% | Q4 2025 | Feb 18, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 39,605 | 2,003 | 0.02% | 0.03% | 187 | -3,355 | -7.81% | Q4 2025 | Jan 26, 2026 |
| Bulltick Wealth Management, LLC | History | Reduced | 39,318 | 1,988 | 0.42% | 1.6% | 188 | -94,517 | -70.62% | Q4 2025 | Feb 17, 2026 |
| Composition Wealth, LLC | History | Added to | 38,656 | 1,955 | 0.03% | 0.03% | 189 | +1,610 | 4.35% | Q4 2025 | Feb 02, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 38,402 | 1,942 | 0.27% | 0.2% | 190 | +12,204 | 46.58% | Q4 2025 | Feb 17, 2026 |
| Comprehensive Money Management Services LLC | History | Reduced | 38,379 | 1,941 | 1.34% | 2.19% | 191 | -22,575 | -37.04% | Q4 2025 | Jan 22, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Reduced | 38,249 | 1,934 | 0.91% | 1.24% | 192 | -11,377 | -22.93% | Q4 2025 | Feb 06, 2026 |
| Vista Cima Wealth Management LLC | History | Added to | 38,071 | 1,925 | 1.6% | 1.56% | 193 | +1,117 | 3.02% | Q4 2025 | Feb 11, 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | History | No change | 36,356 | 1,838 | 0.08% | 0.08% | 194 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 35,961 | 1,818 | 0.01% | 0.01% | 195 | +1,618 | 4.71% | Q4 2025 | Jan 29, 2026 |
| Advocate Investing Services LLC | History | New | 35,327 | 1,786 | 1.6% | — | 196 | +35,327 | New | Q4 2025 | Feb 12, 2026 |
| INTREPID FAMILY OFFICE LLC | History | New | 35,000 | 1,770 | 1.53% | — | 197 | +35,000 | New | Q4 2025 | Feb 17, 2026 |
| Thrive Capital Management, LLC | History | Added to | 34,792 | 1,759 | 0.39% | 0.16% | 198 | +22,774 | 189.5% | Q4 2025 | Feb 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 33,979 | 1,718 | 0.0% | 0.0% | 199 | +29,212 | 612.8% | Q4 2025 | Feb 06, 2026 |
| Guardian Wealth Advisors, LLC | History | Added to | 33,963 | 1,717 | 0.97% | 0.95% | 200 | +980 | 2.97% | Q4 2025 | Feb 02, 2026 |
| Wealthfront Advisers LLC | History | Added to | 33,436 | 1,691 | 0.0% | 0.0% | 201 | +17,631 | 111.55% | Q4 2025 | Jan 30, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 33,230 | 1,680 | 0.01% | 0.01% | 202 | +980 | 3.04% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 33,070 | 1,672 | 0.0% | 0.0% | 203 | +17,054 | 106.48% | Q4 2025 | Feb 17, 2026 |
| ACUTE INVESTMENT ADVISORY, LLC | History | Reduced | 32,682 | 1,653 | 16.01% | 15.68% | 204 | -4,089 | -11.12% | Q4 2025 | Jan 27, 2026 |
| CGN Advisors LLC | History | Added to | 32,371 | 1,637 | 0.13% | 0.13% | 205 | +1,735 | 5.66% | Q4 2025 | Jan 05, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Reduced | 32,029 | 1,620 | 0.79% | 0.87% | 206 | -3,199 | -9.08% | Q4 2025 | Feb 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 31,977 | 1,617 | 0.02% | 0.02% | 207 | -3,322 | -9.41% | Q4 2025 | Feb 10, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 31,202 | 1,578 | 0.4% | 0.39% | 208 | +1,490 | 5.01% | Q4 2025 | Jan 07, 2026 |
| Vise Technologies, Inc. | History | Added to | 31,119 | 1,573 | 0.03% | 0.05% | 209 | +4,575 | 17.24% | Q4 2025 | Feb 11, 2026 |
| GC Wealth Management RIA, LLC | History | New | 30,896 | 1,562 | 0.06% | — | 210 | +30,896 | New | Q4 2025 | Jan 30, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | New | 29,350 | 1,484 | 0.99% | — | 211 | +29,350 | New | Q4 2025 | Jan 29, 2026 |
| GTS SECURITIES LLC | History | Added to | 29,200 | 1,476 | 0.05% | 0.01% | 212 | +23,479 | 410.4% | Q4 2025 | Feb 13, 2026 |
| Capital Wealth Alliance, LLC | History | Reduced | 28,646 | 1,450 | 0.62% | 0.74% | 213 | -869 | -2.94% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Reduced | 28,581 | 1,445 | 0.03% | 0.05% | 214 | -12,055 | -29.67% | Q4 2025 | Feb 06, 2026 |
| Csenge Advisory Group | History | Reduced | 28,360 | 1,434 | 0.06% | 0.09% | 215 | -9,485 | -25.06% | Q4 2025 | Feb 06, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 28,270 | 1,429 | 0.16% | 0.43% | 216 | -48,577 | -63.21% | Q4 2025 | Mar 03, 2026 |
| VISTA FINANCE, LLC | History | Added to | 28,025 | 1,417 | 0.94% | 0.66% | 217 | +8,430 | 43.02% | Q4 2025 | Jan 27, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 27,847 | 1,408 | 0.01% | 0.01% | 218 | +5,465 | 24.42% | Q4 2025 | Feb 13, 2026 |
| Fusion Capital, LLC | History | Reduced | 26,178 | 1,324 | 0.37% | 0.4% | 219 | -1,146 | -4.19% | Q4 2025 | Feb 04, 2026 |
| Impact Partnership Wealth, LLC | History | Reduced | 25,601 | 1,294 | 0.17% | 0.2% | 220 | -804 | -3.04% | Q4 2025 | Feb 10, 2026 |
| Long Run Wealth Advisors, LLC | History | Added to | 24,882 | 1,258 | 0.24% | 0.24% | 221 | +1,155 | 4.87% | Q4 2025 | Feb 02, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 24,580 | 1,243 | 0.0% | 0.0% | 222 | +309 | 1.27% | Q4 2025 | Feb 12, 2026 |
| TAGStone Capital, Inc. | History | Added to | 24,494 | 1,238 | 0.46% | 0.31% | 223 | +8,972 | 57.8% | Q4 2025 | Feb 10, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 23,358 | 1,181 | 0.25% | 0.26% | 224 | +340 | 1.48% | Q4 2025 | Jan 14, 2026 |
| BANK OF HAWAII | History | Added to | 23,086 | 1,167 | 0.06% | 0.05% | 225 | +4,354 | 23.24% | Q4 2025 | Mar 03, 2026 |
| Brookstone Capital Management | History | Added to | 22,654 | 1,145 | 0.01% | 0.01% | 226 | +4,364 | 23.86% | Q4 2025 | Jan 15, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 22,627 | 1,144 | 0.03% | — | 227 | +22,627 | New | Q4 2025 | Feb 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 22,562 | 1,141 | 0.01% | 0.02% | 228 | -9,188 | -28.94% | Q4 2025 | Jan 29, 2026 |
| Matrix Trust Co | History | Added to | 22,320 | 1,129 | 0.19% | 0.16% | 229 | +2,297 | 11.47% | Q4 2025 | Jan 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 22,165 | 1,121 | 0.01% | 0.01% | 230 | +434 | 2.0% | Q4 2025 | Feb 12, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 21,739 | 1,099 | 0.24% | 0.27% | 231 | +675 | 3.2% | Q4 2025 | Feb 09, 2026 |
| Lionsbridge Wealth Management LLC | History | Reduced | 21,507 | 1,087 | 1.1% | 1.14% | 232 | -1,334 | -5.84% | Q4 2025 | Jan 26, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 21,340 | 1,079 | 0.07% | 0.08% | 233 | -187 | -0.87% | Q4 2025 | Jan 16, 2026 |
| Prudent Man Advisors, LLC | History | Reduced | 21,255 | 1,075 | 0.39% | 0.86% | 234 | -24,925 | -53.97% | Q4 2025 | Feb 11, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 20,776 | 1,050 | 0.02% | 0.02% | 235 | +148 | 0.72% | Q4 2025 | Jan 16, 2026 |
| Davis Wealth Advisors, LLC | History | New | 20,689 | 1,046 | 0.87% | — | 236 | +20,689 | New | Q4 2025 | Feb 17, 2026 |
| Boltwood Capital Management | History | Reduced | 20,455 | 1,034 | 0.27% | 0.28% | 237 | -545 | -2.6% | Q4 2025 | Jan 02, 2026 |
| Round Rock Advisors LLC | History | Added to | 20,414 | 1,032 | 0.16% | 0.16% | 238 | +785 | 4.0% | Q4 2025 | Apr 07, 2026 |
| NewEdge Wealth, LLC | History | Added to | 20,131 | 1,018 | 0.01% | 0.01% | 239 | +1,269 | 6.73% | Q4 2025 | Feb 03, 2026 |
| EVERETT HARRIS & CO /CA/ | History | No change | 20,000 | 1,011 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Wick Capital Partners, LLC | History | Added to | 19,692 | 996 | 0.18% | 0.24% | 241 | +44 | 0.22% | Q4 2025 | Mar 02, 2026 |
| CWA Asset Management Group, LLC | History | No change | 19,632 | 992 | 0.04% | 0.04% | 242 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Old North State Wealth Management, LLC | History | Added to | 19,399 | 981 | 0.46% | 0.37% | 243 | +3,806 | 24.41% | Q4 2025 | Jan 23, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 19,251 | 973 | 0.07% | 0.07% | 244 | +515 | 2.75% | Q4 2025 | Jan 07, 2026 |
| WealthShield Partners, LLC | History | Reduced | 19,188 | 970 | 0.11% | 0.15% | 245 | -6,137 | -24.23% | Q4 2025 | Feb 03, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 18,421 | 931 | 0.64% | 0.63% | 246 | +1,382 | 8.11% | Q4 2025 | Jan 27, 2026 |
| WHITTIER TRUST CO | History | No change | 18,311 | 926 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 18,177 | 919 | 0.05% | 0.05% | 248 | +247 | 1.38% | Q4 2025 | Jan 15, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 17,974 | 909 | 0.07% | 0.07% | 249 | +1,731 | 10.66% | Q4 2025 | Feb 17, 2026 |
| Texas Yale Capital Corp. | History | No change | 17,850 | 902 | 0.03% | 0.03% | 250 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 17,685 | 894 | 0.03% | 0.03% | 251 | +699 | 4.12% | Q4 2025 | Jan 14, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 17,295 | 874 | 0.19% | 0.08% | 252 | +12,445 | 256.6% | Q4 2025 | Feb 12, 2026 |
| Meramec Financial Planners, LLC | History | New | 16,988 | 859 | 0.33% | — | 253 | +16,988 | New | Q4 2025 | Feb 10, 2026 |
| Emerald Advisors, LLC | History | Reduced | 16,967 | 858 | 0.12% | 0.13% | 254 | -2,500 | -12.84% | Q4 2025 | Jan 27, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 16,971 | 858 | 0.31% | 0.35% | 255 | -2,272 | -11.81% | Q4 2025 | Jan 22, 2026 |
| JGP Wealth Management, LLC | History | Reduced | 16,457 | 832 | 0.09% | 0.11% | 256 | -2,821 | -14.63% | Q4 2025 | Jan 12, 2026 |
| REDW Wealth LLC | History | Added to | 16,323 | 825 | 0.31% | 0.28% | 257 | +1,516 | 10.24% | Q4 2025 | Jan 28, 2026 |
| Regal Investment Advisors LLC | History | Added to | 16,294 | 824 | 0.05% | 0.05% | 258 | +359 | 2.25% | Q4 2025 | Feb 17, 2026 |
| Base Wealth Management LLC | History | Added to | 16,269 | 822 | 0.44% | 0.38% | 259 | +2,986 | 22.48% | Q4 2025 | Jan 21, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Reduced | 16,089 | 813 | 0.13% | 0.22% | 260 | -9,602 | -37.37% | Q4 2025 | Feb 04, 2026 |
| WESCAP Management Group, Inc. | History | Added to | 16,065 | 812 | 0.16% | 0.17% | 261 | +395 | 2.52% | Q4 2025 | Feb 11, 2026 |
| Proficio Capital Partners LLC | History | Reduced | 15,975 | 808 | 0.06% | 0.08% | 262 | -7,309 | -31.39% | Q4 2025 | Feb 12, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 15,470 | 782 | 0.01% | 0.01% | 263 | +6,427 | 71.07% | Q4 2025 | Feb 02, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 15,229 | 770 | 0.01% | 0.01% | 264 | -608 | -3.84% | Q4 2025 | Feb 17, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 15,156 | 767 | 0.09% | 0.09% | 265 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 14,802 | 748 | 0.06% | 0.03% | 266 | +6,303 | 74.16% | Q4 2025 | Jan 16, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 14,563 | 736 | 0.04% | 0.04% | 267 | +1,853 | 14.58% | Q4 2025 | Jan 23, 2026 |
| Park Place Capital Corp | History | Reduced | 14,482 | 732 | 0.15% | 0.18% | 269 | -2,153 | -12.94% | Q4 2025 | Jan 09, 2026 |
| Pacific Center for Financial Services | History | No change | 14,437 | 732 | 0.19% | 0.19% | 268 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| KM Capital Management Ltd. | History | Added to | 14,412 | 728 | 0.37% | 0.33% | 270 | +509 | 3.66% | Q4 2025 | Feb 17, 2026 |
| Hegarty Advisors, LLC | History | New | 14,348 | 725 | 0.63% | — | 271 | +14,348 | New | Q4 2025 | Jan 29, 2026 |
| Bank of Marin | History | Reduced | 14,295 | 723 | 0.5% | 0.51% | 272 | -45 | -0.31% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Added to | 14,213 | 718 | 0.0% | 0.0% | 273 | +13,655 | 2447.13% | Q4 2025 | Jan 26, 2026 |
| CVA Family Office, LLC | History | Reduced | 14,081 | 712 | 0.08% | 0.09% | 274 | -85 | -0.6% | Q4 2025 | Jan 12, 2026 |
| Integrated Investment Consultants, LLC | History | Added to | 13,784 | 697 | 0.14% | 0.04% | 275 | +8,900 | 182.23% | Q4 2025 | Mar 03, 2026 |
| SVB WEALTH LLC | History | Reduced | 13,758 | 695 | 0.04% | 0.11% | 276 | -25,437 | -64.9% | Q4 2025 | Feb 04, 2026 |
| Red Wave Investments LLC | History | No change | 13,734 | 694 | 0.21% | 0.21% | 277 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Lido Advisors, LLC | History | Reduced | 13,579 | 689 | 0.0% | 0.0% | 278 | -21 | -0.15% | Q4 2025 | Feb 10, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 13,503 | 682 | 0.2% | 0.14% | 279 | +4,781 | 54.82% | Q4 2025 | Jan 20, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Reduced | 13,280 | 671 | 0.1% | 0.11% | 280 | -767 | -5.46% | Q4 2025 | Jan 13, 2026 |
| SEARCY FINANCIAL SERVICES INC /ADV | History | Added to | 13,202 | 667 | 0.25% | 0.18% | 281 | +4,033 | 43.99% | Q4 2025 | Jan 22, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 13,014 | 658 | 0.06% | 0.07% | 282 | +177 | 1.38% | Q4 2025 | Feb 17, 2026 |
| Advisors Capital Management, LLC | History | New | 12,968 | 655 | 0.01% | — | 283 | +12,968 | New | Q4 2025 | Jan 29, 2026 |
| BLB&B Advisors, LLC | History | Added to | 12,881 | 651 | 0.03% | 0.02% | 284 | +1,977 | 18.13% | Q4 2025 | Jan 26, 2026 |
| Applied Capital LLC | History | Added to | 12,878 | 651 | 0.25% | 0.22% | 285 | +1,939 | 17.73% | Q4 2025 | Jan 16, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 12,857 | 650 | 0.01% | 0.0% | 286 | +4,874 | 61.05% | Q4 2025 | Jan 20, 2026 |
| Argent Advisors, Inc. | History | Added to | 12,809 | 647 | 0.18% | 0.17% | 287 | +1,396 | 12.23% | Q4 2025 | Feb 11, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 12,364 | 625 | 0.06% | 0.07% | 288 | -906 | -6.83% | Q4 2025 | Jan 23, 2026 |
| Coyle Financial Counsel LLC | History | Reduced | 12,207 | 617 | 0.13% | 0.17% | 289 | -2,080 | -14.56% | Q4 2025 | Feb 10, 2026 |
| Ackerman Asset Management, LLC | History | Reduced | 11,972 | 605 | 0.4% | 0.44% | 290 | -88 | -0.73% | Q4 2025 | Feb 13, 2026 |
| Inspire Advisors, LLC | History | Added to | 11,855 | 599 | 0.06% | 0.06% | 291 | +75 | 0.64% | Q4 2025 | Feb 13, 2026 |
| Grey Ledge Advisors, LLC | History | Reduced | 11,780 | 595 | 0.13% | 0.15% | 292 | -985 | -7.72% | Q4 2025 | Feb 05, 2026 |
| Tilson Financial Group, Inc. | History | Added to | 11,652 | 589 | 0.18% | 0.19% | 293 | +87 | 0.75% | Q4 2025 | Feb 05, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Added to | 11,641 | 588 | 0.09% | 0.09% | 294 | +52 | 0.45% | Q4 2025 | Jan 23, 2026 |
| AlphaCore Capital LLC | History | Reduced | 11,456 | 579 | 0.01% | 0.23% | 295 | -120,946 | -91.35% | Q4 2025 | Feb 05, 2026 |
| Prossimo Advisors, LLC | History | No change | 11,329 | 573 | 3.69% | 4.22% | 296 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Hexagon Capital Partners LLC | History | Reduced | 11,317 | 572 | 0.11% | 0.12% | 297 | -123 | -1.08% | Q4 2025 | Feb 06, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 11,250 | 569 | 0.19% | 0.2% | 298 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 11,160 | 564 | 0.16% | 0.19% | 299 | -1,881 | -14.42% | Q4 2025 | Feb 11, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 10,939 | 553 | 0.03% | 0.06% | 300 | -1,064 | -8.86% | Q4 2025 | Jan 29, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 10,779 | 545 | 0.09% | 0.09% | 301 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | Added to | 10,747 | 543 | 0.05% | 0.05% | 302 | +165 | 1.56% | Q4 2025 | Jan 30, 2026 |
| TSFG, LLC | History | Reduced | 10,594 | 536 | 0.08% | 0.1% | 303 | -1,403 | -11.69% | Q4 2025 | Feb 04, 2026 |
| Sankala Group LLC | History | New | 10,534 | 534 | 0.43% | — | 304 | +10,534 | New | Q4 2025 | Mar 02, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 10,297 | 520 | 0.07% | 0.09% | 305 | -1,642 | -13.75% | Q4 2025 | Jan 29, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Reduced | 10,238 | 517 | 0.19% | 0.2% | 306 | -301 | -2.86% | Q4 2025 | Jan 27, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 10,000 | 505 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CGC Financial Services, LLC | History | Reduced | 9,803 | 495 | 0.13% | 0.17% | 308 | -2,371 | -19.48% | Q4 2025 | Feb 03, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 9,497 | 480 | 0.03% | 0.03% | 309 | +34 | 0.36% | Q4 2025 | Jan 26, 2026 |
| Verum Partners LLC | History | Reduced | 9,432 | 477 | 0.1% | 0.11% | 310 | -519 | -5.22% | Q4 2025 | Jan 14, 2026 |
| Daytona Street Capital LLC | History | New | 9,185 | 464 | 0.36% | — | 312 | +9,185 | New | Q4 2025 | Jan 21, 2026 |
| Spire Wealth Management | History | Added to | 9,185 | 464 | 0.02% | 0.02% | 311 | +406 | 4.62% | Q4 2025 | Jan 14, 2026 |
| Certified Advisory Corp | History | Added to | 8,999 | 455 | 0.04% | 0.04% | 313 | +1 | 0.01% | Q4 2025 | Jan 12, 2026 |
| Copia Wealth Management | History | No change | 8,935 | 451 | 0.32% | 0.34% | 314 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Nvest Financial, LLC | History | No change | 8,900 | 450 | 0.19% | 0.26% | 315 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Kovitz Investment Group Partners, LLC | History | Added to | 8,885 | 449 | 0.01% | 0.0% | 316 | +1,095 | 14.06% | Q4 2025 | Feb 20, 2026 |
| Fortis Advisors, LLC | History | Added to | 8,860 | 448 | 0.24% | 0.25% | 317 | +129 | 1.48% | Q4 2025 | Feb 10, 2026 |
| Sandy Cove Advisors, LLC | History | Reduced | 8,764 | 443 | 0.13% | 0.46% | 318 | -19,765 | -69.28% | Q4 2025 | Feb 09, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | No change | 8,667 | 438 | 0.37% | 0.36% | 319 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Southland Equity Partners LLC | History | Reduced | 8,613 | 435 | 0.09% | 0.1% | 320 | -709 | -7.61% | Q4 2025 | Jan 14, 2026 |
| Charter Oak Capital Management, LLC | History | Added to | 8,545 | 432 | 0.03% | 0.03% | 321 | +955 | 12.58% | Q4 2025 | Jan 23, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 8,394 | 424 | 0.02% | 0.02% | 322 | +48 | 0.58% | Q4 2025 | Feb 09, 2026 |
| New Capital Management LP | History | Reduced | 8,346 | 422 | 0.11% | 0.12% | 323 | -576 | -6.46% | Q4 2025 | Jan 20, 2026 |
| Liquid Strategies, LLC | History | New | 8,215 | 415 | 0.09% | — | 324 | +8,215 | New | Q4 2025 | Jan 27, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 8,224 | 415 | 0.01% | 0.01% | 325 | -178 | -2.12% | Q4 2025 | Feb 09, 2026 |
| SFAM, LLC | History | New | 8,179 | 413 | 0.38% | — | 326 | +8,179 | New | Q4 2025 | Feb 12, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 8,094 | 409 | 0.05% | 0.05% | 327 | +254 | 3.24% | Q4 2025 | Jan 14, 2026 |
| Capstone Financial Advisors, Inc. | History | Reduced | 8,077 | 408 | 0.02% | 0.03% | 328 | -3,002 | -27.1% | Q4 2025 | Feb 17, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 8,065 | 407 | 0.05% | 0.03% | 329 | +2,387 | 42.04% | Q4 2025 | Feb 13, 2026 |
| Seed Wealth Management, Inc. | History | No change | 8,000 | 404 | 0.28% | 0.28% | 330 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| BAM Wealth Management, LLC | History | Added to | 7,901 | 399 | 0.29% | 0.2% | 331 | +2,883 | 57.45% | Q4 2025 | Jan 20, 2026 |
| Patten Group, Inc. | History | New | 7,814 | 395 | 0.07% | — | 332 | +7,814 | New | Q4 2025 | Jan 23, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 7,766 | 392 | 0.14% | 0.17% | 334 | -1,297 | -14.31% | Q4 2025 | Jan 13, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 7,764 | 392 | 0.03% | 0.03% | 333 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 7,721 | 390 | 0.03% | 0.03% | 335 | +80 | 1.05% | Q4 2025 | Feb 03, 2026 |
| Everstar Asset Management, LLC | History | No change | 7,575 | 383 | 0.21% | 0.22% | 336 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 7,491 | 378 | 0.03% | 0.03% | 337 | +106 | 1.44% | Q4 2025 | Feb 06, 2026 |
| Guardian Partners Inc. | History | Added to | 7,446 | 375 | 0.03% | 0.03% | 338 | +701 | 10.39% | Q4 2025 | Feb 17, 2026 |
| Alley Investment Management Company, LLC | History | No change | 7,393 | 373 | 0.04% | 0.04% | 339 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 7,348 | 371 | 0.0% | 0.0% | 340 | +2 | 0.03% | Q4 2025 | Feb 17, 2026 |
| Courage Miller Partners, LLC | History | No change | 7,348 | 371 | 0.11% | 0.11% | 341 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 7,327 | 370 | 0.08% | 0.09% | 342 | -446 | -5.74% | Q4 2025 | Feb 04, 2026 |
| Rede Wealth, LLC | History | Added to | 7,215 | 364 | 0.13% | 0.17% | 343 | +3,033 | 72.53% | Q4 2025 | Jan 23, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 7,166 | 362 | 0.03% | 0.06% | 344 | -5,646 | -44.07% | Q4 2025 | Feb 10, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 7,148 | 361 | 0.0% | 0.01% | 345 | -3,031 | -29.78% | Q4 2025 | Feb 10, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Added to | 7,130 | 360 | 0.02% | 0.02% | 346 | +1,213 | 20.5% | Q4 2025 | Feb 13, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Added to | 7,100 | 359 | 0.15% | 0.11% | 347 | +1,945 | 37.73% | Q4 2025 | Jan 22, 2026 |
| White Lighthouse Investment Management Inc. | History | No change | 7,000 | 354 | 0.05% | 0.05% | 348 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Quartz Partners, LLC | History | New | 6,975 | 352 | 0.13% | — | 350 | +6,975 | New | Q4 2025 | Feb 13, 2026 |
| Betterment LLC | History | Reduced | 6,967 | 352 | 0.0% | 0.0% | 349 | -2,056 | -22.79% | Q4 2025 | Feb 12, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | Reduced | 6,956 | 351 | 0.05% | 0.06% | 351 | -1,000 | -12.57% | Q4 2025 | Feb 13, 2026 |
| Legacy Capital Group California, Inc. | History | Added to | 6,933 | 350 | 0.08% | 0.09% | 352 | +301 | 4.54% | Q4 2025 | Jan 28, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 6,852 | 346 | 0.02% | 0.02% | 353 | +1,189 | 21.0% | Q4 2025 | Jan 23, 2026 |
| Hopwood Financial Services, Inc. | History | No change | 6,640 | 335 | 0.24% | 0.22% | 354 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| COMERICA BANK | History | Added to | 6,618 | 334 | 0.0% | 0.0% | 355 | +3,547 | 115.5% | Q4 2025 | Jan 29, 2026 |
| Daybright Advisory Services, Inc. | History | New | 6,581 | 332 | 0.09% | — | 356 | +6,581 | New | Q4 2025 | Feb 12, 2026 |
| Quadrant Private Wealth Management, LLC | History | No change | 6,429 | 325 | 0.05% | 0.06% | 357 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 6,410 | 324 | 0.0% | 0.0% | 358 | -417 | -6.11% | Q4 2025 | Feb 12, 2026 |
| PROFFITT & GOODSON INC | History | Added to | 6,251 | 316 | 0.04% | 0.04% | 359 | +449 | 7.74% | Q4 2025 | Jan 27, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 6,257 | 316 | 0.04% | 0.04% | 360 | -160 | -2.49% | Q4 2025 | Jan 14, 2026 |
| Pine Haven Investment Counsel, Inc | History | Reduced | 6,154 | 311 | 0.22% | 0.3% | 361 | -1,975 | -24.3% | Q4 2025 | Jan 08, 2026 |
| MBE Wealth Management, LLC | History | Added to | 6,063 | 306 | 0.13% | 0.13% | 362 | +87 | 1.46% | Q4 2025 | Jan 21, 2026 |
| Leading Edge Financial Planning LLC | History | Reduced | 5,975 | 302 | 0.07% | 0.08% | 363 | -620 | -9.4% | Q4 2025 | Jan 21, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 5,969 | 301 | 0.0% | — | 364 | +5,952 | 35011.76% | Q4 2025 | Feb 10, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | New | 5,930 | 299 | 0.13% | — | 366 | +5,930 | New | Q4 2025 | Jan 20, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | New | 5,929 | 299 | 0.08% | — | 365 | +5,929 | New | Q4 2025 | Feb 09, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | New | 5,900 | 298 | 0.0% | — | 367 | +5,900 | New | Q4 2025 | Jan 28, 2026 |
| SageView Advisory Group, LLC | History | Added to | 5,804 | 293 | 0.01% | 0.01% | 369 | +990 | 20.57% | Q4 2025 | Feb 17, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 5,800 | 293 | 0.06% | 0.06% | 368 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 5,778 | 292 | 0.02% | 0.01% | 370 | +1,481 | 34.47% | Q4 2025 | Jan 13, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 5,761 | 291 | 0.08% | 0.09% | 372 | -492 | -7.87% | Q4 2025 | Jan 16, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 5,768 | 291 | 0.0% | 0.0% | 371 | -226 | -3.77% | Q4 2025 | Feb 17, 2026 |
| Spinnaker Investment Group, LLC | History | Added to | 5,657 | 286 | 0.05% | 0.05% | 373 | +191 | 3.49% | Q4 2025 | Jan 12, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 5,481 | 277 | 0.12% | 0.1% | 374 | +1,291 | 30.81% | Q4 2025 | Jan 29, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 5,450 | 275 | 0.09% | 0.1% | 375 | -286 | -4.99% | Q4 2025 | Jan 07, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | No change | 5,353 | 270 | 0.07% | 0.08% | 376 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Avior Wealth Management, LLC | History | No change | 5,335 | 269 | 0.01% | 0.01% | 377 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| OPAL CAPITAL LLC | History | New | 2,199 | 267 | 0.07% | — | 378 | +2,199 | New | Q4 2025 | Feb 17, 2026 |
| Optas, LLC | History | New | 5,250 | 265 | 0.04% | — | 379 | +5,250 | New | Q4 2025 | Jan 27, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 5,254 | 265 | 0.0% | 0.0% | 380 | +254 | 5.08% | Q4 2025 | Jan 27, 2026 |
| Facet Wealth, Inc. | History | New | 5,181 | 262 | 0.0% | — | 382 | +5,181 | New | Q4 2025 | Jan 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 5,180 | 262 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Serenus Wealth Advisors, LLC | History | Reduced | 5,062 | 256 | 0.05% | 0.13% | 385 | -9,583 | -65.44% | Q4 2025 | Jan 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 5,072 | 256 | 0.01% | 0.02% | 383 | -9,107 | -64.23% | Q4 2025 | Feb 09, 2026 |
| RCW Management, LLC | History | New | 5,069 | 256 | 0.26% | — | 387 | +5,069 | New | Q4 2025 | Jan 30, 2026 |
| Noble Wealth Management PBC | History | Added to | 5,078 | 256 | 0.13% | 0.05% | 386 | +3,294 | 184.64% | Q4 2025 | Jan 05, 2026 |
| Aviance Capital Partners, LLC | History | No change | 5,079 | 256 | 0.03% | 0.03% | 384 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MLP3, LLC | History | New | 5,000 | 252 | 0.28% | — | 388 | +5,000 | New | Q4 2025 | Feb 13, 2026 |
| Aspen Wealth Strategies, LLC | History | Reduced | 4,964 | 251 | 0.14% | 0.15% | 389 | -246 | -4.72% | Q4 2025 | Jan 28, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 4,956 | 250 | 0.02% | 0.01% | 390 | +1,377 | 38.47% | Q4 2025 | Jan 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 4,872 | 246 | 0.0% | — | 391 | +4,872 | New | Q4 2025 | Feb 18, 2026 |
| Traub Capital Management LLC | History | Added to | 4,834 | 244 | 0.23% | 0.24% | 392 | +75 | 1.58% | Q4 2025 | Jan 29, 2026 |
| NORDEN GROUP LLC | History | No change | 4,690 | 237 | 0.02% | 0.02% | 393 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 4,662 | 235 | 0.01% | 0.02% | 394 | -7,588 | -61.94% | Q4 2025 | Feb 02, 2026 |
| Troutman Wealth Management, LLC | History | New | 4,644 | 234 | 0.19% | — | 396 | +4,644 | New | Q4 2025 | Feb 18, 2026 |
| COFG Advisors, LLC | History | New | 4,628 | 234 | 0.06% | — | 395 | +4,628 | New | Q4 2025 | Feb 10, 2026 |
| M1 Capital Management LLC | History | No change | 4,614 | 233 | 0.1% | 0.1% | 397 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HF Advisory Group, LLC | History | Added to | 4,564 | 230 | 0.08% | 0.08% | 398 | +147 | 3.33% | Q4 2025 | Jan 23, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | No change | 4,526 | 228 | 0.03% | 0.03% | 399 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| TRUIST FINANCIAL CORP | History | New | 4,416 | 223 | 0.0% | — | 400 | +4,416 | New | Q4 2025 | Feb 02, 2026 |
| Jones Kertz & Associates, Inc. | History | New | 4,413 | 223 | 0.11% | — | 401 | +4,413 | New | Q4 2025 | Jan 27, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 4,376 | 221 | 0.04% | 0.05% | 402 | -982 | -18.33% | Q4 2025 | Jan 30, 2026 |
| Portfolio Strategies, Inc. | History | Reduced | 4,369 | 220 | 0.03% | 0.03% | 403 | -219 | -4.77% | Q4 2025 | Jan 27, 2026 |
| Empower Advisory Group, LLC | History | No change | 4,344 | 219 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Added to | 4,311 | 218 | 0.08% | 0.08% | 405 | +132 | 3.16% | Q4 2025 | Feb 06, 2026 |
| Concorde Asset Management, LLC | History | New | 4,300 | 217 | 0.09% | — | 406 | +4,300 | New | Q4 2025 | Feb 13, 2026 |
| United Advisor Group, LLC | History | Added to | 4,291 | 217 | 0.03% | 0.03% | 407 | +12 | 0.28% | Q4 2025 | Jan 26, 2026 |
| SmartHarvest Portfolios, LLC | History | New | 4,261 | 215 | 0.07% | — | 408 | +4,261 | New | Q4 2025 | Feb 12, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 4,220 | 213 | 0.09% | 0.16% | 409 | -2,955 | -41.18% | Q4 2025 | Feb 05, 2026 |
| Mayflower Financial Advisors, LLC | History | New | 4,208 | 212 | 0.03% | — | 411 | +4,208 | New | Q4 2025 | Jan 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 4,200 | 212 | 0.01% | — | 410 | +4,200 | New | Q4 2025 | Feb 03, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Reduced | 4,180 | 211 | 0.07% | 0.09% | 412 | -1,000 | -19.31% | Q4 2025 | Jan 22, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 4,113 | 208 | 0.02% | 0.02% | 413 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Claro Advisors Inc. | History | Reduced | 4,108 | 207 | 0.03% | 0.06% | 414 | -3,799 | -48.05% | Q4 2025 | Feb 17, 2026 |
| Oakworth Capital, Inc. | History | Reduced | 4,044 | 204 | 0.01% | 0.02% | 415 | -2,956 | -42.23% | Q4 2025 | Jan 30, 2026 |
| Galilei Investment Office LLP | History | No change | 4,000 | 202 | 0.1% | 0.1% | 416 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Ridgeline Wealth, LLC | History | New | 3,990 | 201 | 0.14% | — | 417 | +3,990 | New | Q4 2025 | Jan 08, 2026 |
| STEPHENS INC /AR/ | History | No change | 3,961 | 200 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| MAI Capital Management | History | Reduced | 3,909 | 197 | 0.0% | 0.0% | 419 | -2,018 | -34.05% | Q4 2025 | Feb 13, 2026 |
| WINNOW WEALTH LLC | History | Reduced | 3,445 | 175 | 0.13% | 0.15% | 420 | -391 | -10.19% | Q4 2025 | Feb 11, 2026 |
| Avalon Trust Co | History | Reduced | 3,397 | 171 | 0.01% | 0.01% | 421 | -700 | -17.09% | Q4 2025 | Feb 09, 2026 |
| Financial Perspectives, Inc | History | Reduced | 3,334 | 168 | 0.05% | 0.06% | 422 | -697 | -17.29% | Q4 2025 | Jan 28, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 3,166 | 160 | 0.01% | 0.01% | 423 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Intesa Sanpaolo Wealth Management | History | New | 3,000 | 151 | 0.03% | — | 424 | +3,000 | New | Q4 2025 | Feb 12, 2026 |
| AdvisorNet Financial, Inc | History | No change | 2,643 | 133 | 0.01% | 0.01% | 425 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Newbridge Financial Services Group, Inc. | History | Reduced | 2,495 | 126 | 0.02% | 0.02% | 426 | -406 | -14.0% | Q4 2025 | Jan 21, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 2,425 | 122 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 2,394 | 121 | 0.0% | 0.0% | 428 | -18 | -0.75% | Q4 2025 | Jan 28, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 2,197 | 111 | 0.06% | 0.07% | 429 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Transce3nd, LLC | History | Reduced | 2,177 | 110 | 0.89% | 1.35% | 430 | -825 | -27.48% | Q4 2025 | Feb 06, 2026 |
| Blue Trust, Inc. | History | No change | 2,166 | 109 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Turning Point Benefit Group, Inc. | History | Reduced | 2,147 | 108 | 0.06% | 0.07% | 432 | -272 | -11.24% | Q4 2025 | Jan 30, 2026 |
| Root Financial Partners, LLC | History | Added to | 2,035 | 102 | 0.01% | 0.01% | 433 | +29 | 1.45% | Q4 2025 | Feb 10, 2026 |
| Bulwark Capital Corp | History | Reduced | 2,010 | 101 | 0.07% | 0.09% | 434 | -296 | -12.84% | Q4 2025 | Jan 12, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,910 | 96 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Ankerstar Wealth, LLC | History | New | 1,712 | 86 | 0.09% | — | 436 | +1,712 | New | Q4 2025 | Feb 12, 2026 |
| ATWOOD & PALMER INC | History | No change | 1,525 | 77 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,404 | 71 | 0.01% | 0.01% | 438 | +163 | 13.13% | Q4 2025 | Jan 26, 2026 |
| Private Wealth Asset Management, LLC | History | New | 1,397 | 70 | 0.01% | — | 439 | +1,397 | New | Q4 2025 | Feb 10, 2026 |
| CKW FINANCIAL GROUP | History | No change | 1,282 | 65 | 0.01% | 0.01% | 440 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Strive Financial Group ,LLC | History | New | 1,058 | 53 | 0.03% | — | 442 | +1,058 | New | Q4 2025 | Feb 18, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 1,050 | 53 | 0.03% | 0.04% | 441 | -1,050 | -50.0% | Q4 2025 | Feb 18, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 1,014 | 51 | 0.01% | 0.01% | 443 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Golden State Wealth Management, LLC | History | No change | 1,008 | 50 | 0.01% | 0.01% | 444 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kingdom Financial Group LLC. | History | New | 910 | 46 | 0.01% | — | 445 | +910 | New | Q4 2025 | Feb 06, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 877 | 44 | 0.01% | 0.01% | 446 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 794 | 40 | 0.02% | — | 447 | +794 | New | Q4 2025 | Feb 18, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 740 | 37 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 671 | 33 | 0.02% | — | 451 | +671 | New | Q4 2025 | Feb 19, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 670 | 33 | 0.01% | 0.0% | 450 | +419 | 166.93% | Q4 2025 | Jan 05, 2026 |
| Capital Analysts, LLC | History | Reduced | 659 | 33 | 0.0% | 0.0% | 449 | -197 | -23.01% | Q4 2025 | Feb 11, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 633 | 32 | 0.0% | 0.0% | 452 | +6 | 0.96% | Q4 2025 | Feb 02, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 621 | 31 | 0.03% | 0.03% | 453 | +9 | 1.47% | Q4 2025 | Jan 26, 2026 |
| NBC SECURITIES, INC. | History | Added to | 597 | 30 | 0.0% | 0.0% | 454 | +497 | 497.0% | Q4 2025 | Jan 29, 2026 |
| Triumph Capital Management | History | New | 550 | 27 | 0.01% | — | 457 | +550 | New | Q4 2025 | Feb 12, 2026 |
| TD Capital Management LLC | History | Added to | 539 | 27 | 0.0% | 0.0% | 455 | +519 | 2595.0% | Q4 2025 | Feb 26, 2026 |
| Front Row Advisors LLC | History | No change | 550 | 27 | 0.01% | 0.01% | 456 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Networth Advisors, LLC | History | New | 530 | 26 | 0.02% | — | 458 | +530 | New | Q4 2025 | Jan 22, 2026 |
| Dunhill Financial, LLC | History | Reduced | 500 | 25 | 0.01% | 0.02% | 459 | -1,235 | -71.18% | Q4 2025 | Jan 29, 2026 |
| Crews Bank & Trust | History | No change | 404 | 20 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Rossby Financial, LCC | History | Reduced | 387 | 19 | 0.01% | 0.01% | 461 | -210 | -35.18% | Q4 2025 | Feb 12, 2026 |
| LRI Investments, LLC | History | New | 339 | 17 | 0.0% | — | 462 | +339 | New | Q4 2025 | Feb 04, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | New | 14,148 | 14 | 0.01% | — | 463 | +14,148 | New | Q4 2025 | Feb 17, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 214 | 10 | 0.0% | 0.01% | 465 | -1,721 | -88.94% | Q4 2025 | Jan 21, 2026 |
| Clearstead Trust, LLC | History | No change | 198 | 10 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 180 | 9 | 0.0% | 0.0% | 466 | -20 | -10.0% | Q4 2025 | Feb 12, 2026 |
| Center for Financial Planning, Inc. | History | No change | 188 | 9 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Avion Wealth | History | No change | 177 | 8 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 153 | 7 | 0.0% | 0.0% | 469 | -179 | -53.92% | Q4 2025 | Feb 24, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 129 | 6 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 123 | 6 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sunrise Financial Services, LLC | History | New | 98 | 4 | 0.0% | — | 473 | +98 | New | Q4 2025 | Feb 11, 2026 |
| Bernard Wealth Management Corp. | History | No change | 90 | 4 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 49 | 2 | 0.0% | 0.0% | 474 | -94 | -65.73% | Q4 2025 | Jan 13, 2026 |
| Pandora Wealth, Inc. | History | No change | 43 | 2 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 30 | 1 | 0.0% | — | 480 | +30 | New | Q4 2025 | Feb 10, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 21 | 1 | 0.0% | — | 479 | +21 | New | Q4 2025 | Feb 05, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 37 | 1 | 0.0% | 0.0% | 478 | +1 | 2.78% | Q4 2025 | Jan 23, 2026 |
| Colonial Trust Advisors | History | No change | 26 | 1 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 38 | 1 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -364,879 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RFP Financial Group LLC | History | Closed out | 0 | 0 | — | 1.88% | — | -91,690 | -100.0% | Q3 2025 | Nov 12, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -48,336 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RETIREMENT CAPITAL STRATEGIES | History | Closed out | 0 | 0 | — | 0.93% | — | -47,726 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Kintayl Capital LP | History | Closed out | 0 | 0 | — | 1.42% | — | -45,380 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -44,823 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Boulder Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.96% | — | -40,709 | -100.0% | Q3 2025 | Nov 13, 2025 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Closed out | 0 | 0 | — | 0.08% | — | -28,048 | -100.0% | Q3 2025 | Oct 21, 2025 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,417 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,667 | -100.0% | Q3 2025 | Nov 14, 2025 |
| 49 WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -10,460 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Arkadios Wealth Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -10,208 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Roger Wittlin Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -9,572 | -100.0% | Q3 2025 | Oct 27, 2025 |
| PFG Advisors | History | Closed out | 0 | 0 | — | 0.02% | — | -7,760 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,361 | -100.0% | Q3 2025 | Oct 23, 2025 |
| PROFESSIONAL ADVISORY SERVICES INC | History | Closed out | 0 | 0 | — | 0.05% | — | -6,865 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.04% | — | -6,740 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Snowden Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,574 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CAPITAL INSIGHT PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,665 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Alpha Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -5,240 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Premier Financial Group | History | Closed out | 0 | 0 | — | 0.07% | — | -5,000 | -100.0% | Q3 2025 | Oct 20, 2025 |
| NWAM LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,306 | -100.0% | Q3 2025 | Feb 04, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,260 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Eagle Bay Advisors LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -4,182 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Rehmann Capital Advisory Group | History | Closed out | 0 | 0 | — | 0.01% | — | -4,048 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Kraft, Davis & Associates, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,016 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Keystone Financial Group | History | Closed out | 0 | 0 | — | 0.01% | — | -3,311 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,369 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,225 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Costello Asset Management, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -521 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Clayton Financial Group LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -487 | -100.0% | Q3 2025 | Oct 15, 2025 |
| FIRST COMMUNITY TRUST NA | History | Closed out | 0 | 0 | — | 0.01% | — | -348 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -120 | -100.0% | Q3 2025 | Oct 15, 2025 |
| United Financial Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -90 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Kiker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -88 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Lloyd Advisory Services, LLC. | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |