iSHARES TRUST - ICVT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 | 2,410,900 | 237,473 | 0.02% | 0.02% | 1 | -236,416 | -8.93% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,466,307 | 144,431 | 0.04% | 0.04% | 2 | +217,376 | 17.4% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 1,035,083 | 101,955 | 0.03% | 0.03% | 3 | +174,077 | 20.22% | Q4 2025 | Feb 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 936,900 | 92,284 | 0.01% | 0.01% | 4 | -73,600 | -7.28% | Q4 2025 | Mar 25, 2026 |
| AMG National Trust Bank | History | Added to | 526,045 | 51,815 | 1.22% | 1.21% | 5 | +29,778 | 6.0% | Q4 2025 | Jan 30, 2026 |
| 1832 Asset Management L.P. | History | Added to | 462,635 | 45,569 | 0.03% | 0.04% | 6 | +11,639 | 2.58% | Q4 2025 | Feb 13, 2026 |
| GREENLEAF TRUST | History | Added to | 451,146 | 44,437 | 0.41% | 0.41% | 7 | +3,596 | 0.8% | Q4 2025 | Jan 21, 2026 |
| Advisory Alpha, LLC | History | Reduced | 438,397 | 43,187 | 1.18% | 1.27% | 8 | -11,106 | -2.47% | Q4 2025 | Feb 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 380,382 | 37,486 | 0.01% | 0.01% | 9 | +126,737 | 49.97% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 350,628 | 34,536 | 0.0% | 0.0% | 10 | +45,092 | 14.76% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Reduced | 341,624 | 33,650 | 0.0% | 0.0% | 11 | -31,718 | -8.5% | Q4 2025 | Feb 13, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 336,190 | 33,114 | 0.76% | 0.78% | 12 | +12,333 | 3.81% | Q4 2025 | Feb 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 302,086 | 29,755 | 0.07% | 0.07% | 13 | +29,271 | 10.73% | Q4 2025 | Feb 13, 2026 |
| Howard Capital Management Inc. | History | Reduced | 295,117 | 29,069 | 0.38% | 0.4% | 14 | -9,750 | -3.2% | Q4 2025 | Jan 23, 2026 |
| Prestige Wealth Management Group LLC | History | Reduced | 295,019 | 29,059 | 5.54% | 6.18% | 15 | -25,173 | -7.86% | Q4 2025 | Feb 11, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 276,361 | 27,221 | 0.23% | 0.35% | 16 | -117,791 | -29.88% | Q4 2025 | Feb 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 256,259 | 25,241 | 0.0% | 0.0% | 17 | +41,181 | 19.15% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Added to | 239,386 | 23,579 | 0.03% | 0.02% | 18 | +38,405 | 19.11% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 224,777 | 22,140 | 0.01% | 0.01% | 19 | -16,433 | -6.81% | Q4 2025 | Feb 17, 2026 |
| Systelligence, LLC | History | Added to | 219,777 | 21,648 | 4.12% | 1.56% | 20 | +137,808 | 168.12% | Q4 2025 | Jan 22, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 189,666 | 18,682 | 3.94% | 0.04% | 21 | +187,688 | 9488.78% | Q4 2025 | Jan 14, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 169,980 | 18,002 | 2.81% | 2.9% | 22 | -6,109 | -3.47% | Q4 2025 | Feb 02, 2026 |
| ASSETMARK, INC | History | Reduced | 178,326 | 17,565 | 0.04% | 0.05% | 23 | -35,972 | -16.79% | Q4 2025 | Jan 23, 2026 |
| Certified Advisory Corp | History | Added to | 175,551 | 17,291 | 1.58% | 1.65% | 24 | +2,211 | 1.28% | Q4 2025 | Jan 12, 2026 |
| CWM, LLC | History | Added to | 166,618 | 16,412 | 0.04% | 0.05% | 25 | +7,770 | 4.89% | Q4 2025 | Jan 26, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 158,802 | 15,641 | 0.05% | 0.05% | 26 | +36,159 | 29.48% | Q4 2025 | Feb 06, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Reduced | 150,648 | 14,838 | 0.76% | 0.78% | 27 | -2,174 | -1.42% | Q4 2025 | Jan 27, 2026 |
| CacheTech Inc. | History | Reduced | 139,508 | 13,741 | 2.55% | 2.86% | 28 | -2,345 | -1.65% | Q4 2025 | Feb 18, 2026 |
| JANE STREET GROUP, LLC | History | New | 137,710 | 13,564 | 0.0% | — | 29 | +137,710 | New | Q4 2025 | Feb 12, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 137,270 | 13,521 | 0.13% | 0.13% | 30 | +9,874 | 7.75% | Q4 2025 | Feb 13, 2026 |
| Adams Wealth Management | History | Reduced | 131,998 | 13,001 | 2.77% | 2.9% | 31 | -3,381 | -2.5% | Q4 2025 | Feb 18, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 128,579 | 12,665 | 0.09% | 0.09% | 32 | +5,473 | 4.45% | Q4 2025 | Feb 17, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 128,170 | 12,624 | 0.21% | — | 33 | +128,170 | New | Q4 2025 | Feb 13, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 126,688 | 12,478 | 0.12% | 0.03% | 34 | +101,954 | 412.2% | Q4 2025 | Feb 10, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 124,772 | 12,290 | 2.25% | 2.24% | 35 | +1,581 | 1.28% | Q4 2025 | Feb 17, 2026 |
| Independence Financial Advisors, LLC | History | Added to | 123,306 | 12,145 | 3.34% | 3.6% | 36 | +5,051 | 4.27% | Q4 2025 | Jan 15, 2026 |
| BlueStem Wealth Partners, LLC | History | Reduced | 118,571 | 11,679 | 1.29% | 1.57% | 37 | -18,786 | -13.68% | Q4 2025 | Feb 06, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 114,793 | 11,307 | 0.48% | 0.51% | 38 | -1,843 | -1.58% | Q4 2025 | Jan 06, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 112,849 | 11,115 | 0.03% | 0.03% | 39 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TME FINANCIAL, INC. | History | Added to | 111,597 | 10,992 | 7.72% | 2.87% | 40 | +73,313 | 191.5% | Q4 2025 | Jan 27, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 110,770 | 10,911 | 0.01% | 0.01% | 41 | +15,194 | 15.9% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 106,884 | 10,530 | 0.02% | 0.03% | 42 | -130,414 | -54.96% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 103,272 | 10,172 | 0.0% | 0.0% | 43 | +8,568 | 9.05% | Q4 2025 | Feb 18, 2026 |
| UBS Group AG | History | Added to | 93,022 | 9,162 | 0.0% | 0.0% | 44 | +5,092 | 5.79% | Q4 2025 | Jan 29, 2026 |
| Hilltop Partners LLC | History | Reduced | 91,754 | 9,037 | 2.33% | 2.79% | 45 | -1,662 | -1.78% | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | Added to | 88,626 | 8,729 | 0.03% | 0.03% | 46 | +17,033 | 23.79% | Q4 2025 | Feb 18, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 85,926 | 8,463 | 1.63% | 1.65% | 47 | +2,392 | 2.86% | Q4 2025 | Feb 13, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 82,967 | 8,172 | 0.87% | 0.89% | 48 | +1,309 | 1.6% | Q4 2025 | Feb 18, 2026 |
| 360 Financial, Inc. | History | New | 80,866 | 7,965 | 2.41% | — | 49 | +80,866 | New | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 76,777 | 7,590 | 0.01% | 0.01% | 50 | +2,840 | 3.84% | Q4 2025 | Feb 05, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 74,350 | 7,323 | 5.46% | 5.6% | 51 | +1,897 | 2.62% | Q4 2025 | Feb 11, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | History | Added to | 74,253 | 7,313 | 0.5% | 0.5% | 52 | +323 | 0.44% | Q4 2025 | Feb 10, 2026 |
| Bank of New York Mellon Corp | History | Added to | 71,296 | 7,022 | 0.0% | 0.0% | 53 | +17,369 | 32.21% | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 70,113 | 6,906 | 0.02% | 0.02% | 54 | +2,715 | 4.03% | Q4 2025 | Feb 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 68,071 | 6,704 | 0.05% | 0.05% | 55 | +6,715 | 10.94% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 64,421 | 6,582 | 0.01% | 0.01% | 56 | -4,095 | -5.98% | Q4 2025 | Jan 08, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 64,645 | 6,367 | 0.08% | 0.09% | 57 | +1,332 | 2.1% | Q4 2025 | Feb 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 63,865 | 6,291 | 0.05% | 0.04% | 58 | +10,584 | 19.86% | Q4 2025 | Jan 05, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 58,871 | 6,094 | 0.19% | 0.14% | 59 | +17,460 | 42.16% | Q4 2025 | Jan 23, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 61,788 | 6,086 | 0.04% | 0.04% | 60 | +10,981 | 21.61% | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | Added to | 61,247 | 6,033 | 0.15% | 0.13% | 61 | +8,044 | 15.12% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 58,983 | 5,809 | 0.01% | 0.01% | 62 | +2,228 | 3.93% | Q4 2025 | Feb 06, 2026 |
| Plan Group Financial, LLC | History | Added to | 57,309 | 5,644 | 1.46% | 1.25% | 63 | +10,819 | 23.27% | Q4 2025 | Feb 03, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 86,185 | 5,553 | 0.01% | 0.01% | 64 | +52,189 | 153.52% | Q4 2025 | Feb 18, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 54,815 | 5,399 | 0.02% | 0.0% | 65 | +45,886 | 513.9% | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 54,560 | 5,375 | 0.0% | 0.0% | 66 | +11,502 | 26.71% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Added to | 54,138 | 5,332 | 0.04% | 0.03% | 67 | +21,670 | 66.74% | Q4 2025 | Jan 26, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 52,081 | 5,129 | 0.24% | 0.21% | 68 | +7,047 | 15.65% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 51,514 | 5,074 | 0.03% | 0.03% | 69 | -7,692 | -12.99% | Q4 2025 | Jan 29, 2026 |
| Baron Financial Group, LLC | History | Reduced | 49,720 | 4,897 | 2.63% | 2.74% | 70 | -315 | -0.63% | Q4 2025 | Jan 09, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 48,484 | 4,775 | 1.54% | 1.3% | 71 | +11,178 | 29.96% | Q4 2025 | Feb 02, 2026 |
| ROYAL BANK OF CANADA | History | New | 46,535 | 4,583 | 0.0% | — | 72 | +46,535 | New | Q4 2025 | Feb 17, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Added to | 46,416 | 4,571 | 1.85% | 1.98% | 73 | +50 | 0.11% | Q4 2025 | Jan 22, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 46,124 | 4,543 | 0.01% | 0.01% | 74 | +9,956 | 27.53% | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | Added to | 45,875 | 4,518 | 0.01% | 0.01% | 75 | +1,492 | 3.36% | Q4 2025 | Feb 13, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 44,594 | 4,392 | 0.26% | 0.26% | 76 | +1,311 | 3.03% | Q4 2025 | Feb 17, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 42,610 | 4,197 | 0.1% | 0.09% | 77 | +3,802 | 9.8% | Q4 2025 | Feb 13, 2026 |
| Friedenthal Financial | History | New | 42,557 | 4,191 | 2.16% | — | 78 | +42,557 | New | Q4 2025 | Jan 27, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 41,909 | 4,128 | 0.51% | 0.45% | 79 | +4,403 | 11.74% | Q4 2025 | Jan 07, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 41,750 | 4,112 | 1.87% | 1.99% | 80 | +11 | 0.03% | Q4 2025 | Jan 12, 2026 |
| Florin Court Capital LLP | History | Reduced | 41,727 | 4,110 | 5.72% | 5.4% | 81 | -27,100 | -39.37% | Q4 2025 | Feb 05, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 36,431 | 3,651 | 0.0% | 0.01% | 82 | -3,066 | -7.76% | Q4 2025 | Feb 02, 2026 |
| Kestra Investment Management, LLC | History | New | 34,040 | 3,352 | 0.08% | — | 83 | +34,040 | New | Q4 2025 | Feb 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 30,857 | 3,039 | 0.0% | 0.0% | 84 | +14,272 | 86.05% | Q4 2025 | Feb 10, 2026 |
| Ascent Group, LLC | History | Added to | 30,816 | 3,035 | 0.1% | 0.09% | 85 | +6,314 | 25.77% | Q4 2025 | Jan 20, 2026 |
| IFP Advisors, Inc | History | Reduced | 30,294 | 2,983 | 0.07% | 0.08% | 86 | -406 | -1.32% | Q4 2025 | Feb 06, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 29,855 | 2,940 | 0.01% | 0.01% | 87 | +3,317 | 12.5% | Q4 2025 | Jan 26, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 29,654 | 2,920 | 0.0% | 0.0% | 88 | +2,524 | 9.3% | Q4 2025 | Feb 12, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Added to | 29,127 | 2,869 | 1.48% | 1.58% | 89 | +1,157 | 4.14% | Q4 2025 | Feb 10, 2026 |
| PLANWISER FINANCIAL, LLC | History | Reduced | 26,345 | 2,728 | 2.04% | 3.27% | 90 | -13,404 | -33.72% | Q4 2025 | Feb 13, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 27,431 | 2,701 | 0.09% | 0.07% | 91 | +7,627 | 38.51% | Q4 2025 | Jan 20, 2026 |
| Yorktown Management & Research Co Inc | History | Reduced | 27,000 | 2,659 | 2.13% | 3.99% | 92 | -23,000 | -46.0% | Q4 2025 | Jan 23, 2026 |
| AE Wealth Management LLC | History | Added to | 26,340 | 2,594 | 0.01% | 0.01% | 93 | +11,732 | 80.31% | Q4 2025 | Jan 26, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 26,151 | 2,575 | 0.02% | 0.02% | 94 | +72 | 0.28% | Q4 2025 | Feb 17, 2026 |
| BCV Asset Management Inc. | History | New | 39,632 | 2,455 | 0.06% | — | 95 | +39,632 | New | Q4 2025 | Feb 17, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Reduced | 22,819 | 2,247 | 1.39% | 1.42% | 96 | -103 | -0.45% | Q4 2025 | Jan 12, 2026 |
| CROBAN | History | Added to | 22,648 | 2,230 | 1.07% | 0.98% | 97 | +7,898 | 53.55% | Q4 2025 | Feb 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 21,980 | 2,165 | 0.05% | 0.04% | 98 | +1,553 | 7.6% | Q4 2025 | Feb 11, 2026 |
| Provident Wealth Management, LLC | History | Reduced | 21,657 | 2,133 | 0.63% | 0.66% | 99 | -83 | -0.38% | Q4 2025 | Jan 28, 2026 |
| Centerline Wealth Advisors, LLC | History | Reduced | 21,265 | 2,094 | 0.76% | 2.78% | 100 | -42,491 | -66.65% | Q4 2025 | Jan 08, 2026 |
| Private Advisor Group, LLC | History | Added to | 20,997 | 2,068 | 0.01% | 0.01% | 101 | +2,371 | 12.73% | Q4 2025 | Feb 17, 2026 |
| TSA Wealth Managment LLC | History | Added to | 20,792 | 2,048 | 0.68% | 0.64% | 102 | +2,026 | 10.8% | Q4 2025 | Jan 22, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 20,468 | 2,016 | 0.01% | 0.01% | 103 | +164 | 0.81% | Q4 2025 | Jan 29, 2026 |
| Quartz Partners, LLC | History | Added to | 20,382 | 2,007 | 0.75% | 0.64% | 104 | +2,590 | 14.56% | Q4 2025 | Feb 13, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | New | 19,940 | 1,964 | 0.43% | — | 105 | +19,940 | New | Q4 2025 | Feb 02, 2026 |
| SWP FINANCIAL LLC | History | Added to | 18,058 | 1,778 | 0.89% | 0.68% | 106 | +4,710 | 35.29% | Q4 2025 | Jan 16, 2026 |
| Atria Investments, Inc | History | Added to | 17,523 | 1,726 | 0.02% | 0.02% | 107 | +3,825 | 27.92% | Q4 2025 | Feb 05, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 17,490 | 1,722 | 0.13% | 0.13% | 108 | +660 | 3.92% | Q4 2025 | Feb 10, 2026 |
| US BANCORP \DE\ | History | Added to | 17,456 | 1,719 | 0.0% | 0.0% | 109 | +3,086 | 21.48% | Q4 2025 | Jan 30, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 16,886 | 1,663 | 0.25% | 0.24% | 110 | +1,069 | 6.76% | Q4 2025 | Jan 27, 2026 |
| Sovran Advisors, LLC | History | Added to | 16,008 | 1,650 | 0.14% | 0.14% | 111 | +68 | 0.43% | Q4 2025 | Jan 20, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 16,613 | 1,636 | 0.03% | 0.03% | 112 | +3,005 | 22.08% | Q4 2025 | Jan 16, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 16,535 | 1,628 | 0.03% | 0.02% | 113 | +2,559 | 18.31% | Q4 2025 | Feb 12, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 16,153 | 1,591 | 0.1% | 0.06% | 114 | +5,781 | 55.74% | Q4 2025 | Jan 20, 2026 |
| Tidemark, LLC | History | Added to | 15,882 | 1,564 | 0.44% | 0.43% | 115 | +1,096 | 7.41% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 15,806 | 1,556 | 0.02% | 0.01% | 116 | +6,737 | 74.29% | Q4 2025 | Jan 23, 2026 |
| Perissos Private Wealth Management, LLC | History | Reduced | 15,168 | 1,494 | 1.29% | 1.14% | 117 | -529 | -3.37% | Q4 2025 | Feb 09, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | No change | 15,016 | 1,479 | 0.2% | 0.21% | 118 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 14,754 | 1,453 | 0.33% | 0.27% | 119 | +4,104 | 38.54% | Q4 2025 | Feb 11, 2026 |
| Stokes Family Office, LLC | History | Added to | 14,665 | 1,444 | 0.13% | 0.08% | 120 | +6,491 | 79.41% | Q4 2025 | Feb 18, 2026 |
| Savvy Advisors, Inc. | History | Added to | 14,617 | 1,439 | 0.05% | 0.06% | 121 | +2,409 | 19.73% | Q4 2025 | Jan 20, 2026 |
| Midwest Capital Advisors, LLC | History | Added to | 14,575 | 1,435 | 0.69% | 0.66% | 122 | +880 | 6.43% | Q4 2025 | Jan 29, 2026 |
| Arkadios Wealth Advisors | History | Added to | 14,398 | 1,418 | 0.03% | 0.03% | 123 | +2,635 | 22.4% | Q4 2025 | Feb 13, 2026 |
| Strategic Blueprint, LLC | History | Added to | 14,305 | 1,409 | 0.08% | 0.05% | 124 | +2,703 | 23.3% | Q4 2025 | Jan 30, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 13,797 | 1,359 | 0.26% | 0.21% | 125 | +2,959 | 27.3% | Q4 2025 | Feb 12, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 13,586 | 1,338 | 0.28% | 0.29% | 126 | +326 | 2.46% | Q4 2025 | Jan 26, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 13,514 | 1,331 | 0.03% | 0.03% | 127 | +2,471 | 22.38% | Q4 2025 | Jan 29, 2026 |
| NorthRock Partners, LLC | History | Added to | 13,431 | 1,322 | 0.02% | 0.01% | 128 | +6,599 | 96.59% | Q4 2025 | Feb 17, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 13,114 | 1,291 | 0.04% | 0.16% | 129 | -41,632 | -76.05% | Q4 2025 | Jan 09, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | No change | 13,107 | 1,291 | 0.63% | 0.72% | 130 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Windsor Capital Management, LLC | History | Reduced | 12,073 | 1,189 | 0.33% | 0.35% | 131 | -674 | -5.29% | Q4 2025 | Jan 15, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 11,884 | 1,170 | 0.48% | 0.5% | 132 | +72 | 0.61% | Q4 2025 | Jan 14, 2026 |
| Key FInancial Inc | History | Added to | 11,820 | 1,164 | 0.21% | 0.22% | 133 | +146 | 1.25% | Q4 2025 | Feb 09, 2026 |
| Archer Investment Corp | History | No change | 11,688 | 1,151 | 0.26% | 0.26% | 134 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| WCG Wealth Advisors LLC | History | New | 11,681 | 1,150 | 0.03% | — | 135 | +11,681 | New | Q4 2025 | Feb 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 11,432 | 1,126 | 0.07% | 0.07% | 136 | +489 | 4.47% | Q4 2025 | Feb 06, 2026 |
| Herold Advisors, Inc. | History | Reduced | 11,215 | 1,104 | 0.25% | 0.26% | 137 | -185 | -1.62% | Q4 2025 | Feb 17, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 11,142 | 1,097 | 0.4% | 0.39% | 138 | -1,063 | -8.71% | Q4 2025 | Feb 05, 2026 |
| Comprehensive Wealth Management, LLC | History | Added to | 11,085 | 1,091 | 0.64% | 0.55% | 139 | +3,398 | 44.2% | Q4 2025 | Feb 11, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 10,987 | 1,082 | 0.07% | 0.07% | 140 | +490 | 4.67% | Q4 2025 | Feb 13, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 10,904 | 1,074 | 0.42% | 0.46% | 141 | +3 | 0.03% | Q4 2025 | Feb 11, 2026 |
| Global Financial Private Client, LLC | History | Reduced | 10,768 | 1,060 | 0.37% | 0.39% | 142 | -216 | -1.97% | Q4 2025 | Jan 27, 2026 |
| Cordoba Advisory Partners LLC | History | New | 10,688 | 1,052 | 0.26% | — | 144 | +10,688 | New | Q4 2025 | Feb 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 10,690 | 1,052 | 0.02% | 0.04% | 143 | -8,633 | -44.68% | Q4 2025 | Jan 07, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 10,515 | 1,035 | 0.04% | 0.05% | 145 | +60 | 0.57% | Q4 2025 | Feb 09, 2026 |
| Kovack Advisors, Inc. | History | New | 10,199 | 1,004 | 0.05% | — | 146 | +10,199 | New | Q4 2025 | Feb 17, 2026 |
| Kelly Financial Services LLC | History | Added to | 10,193 | 1,004 | 0.25% | 0.18% | 147 | +3,386 | 49.74% | Q4 2025 | Jan 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 10,089 | 993 | 0.0% | 0.0% | 148 | +5,460 | 117.95% | Q4 2025 | Mar 16, 2026 |
| Brookstone Capital Management | History | Added to | 9,938 | 978 | 0.01% | 0.01% | 149 | +839 | 9.22% | Q4 2025 | Jan 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 9,871 | 972 | 0.01% | 0.01% | 150 | +1,342 | 15.73% | Q4 2025 | Feb 13, 2026 |
| EWA, LLC | History | Added to | 9,877 | 972 | 0.24% | 0.25% | 151 | +931 | 10.41% | Q4 2025 | Feb 03, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 9,733 | 958 | 0.07% | 0.02% | 152 | +6,944 | 248.98% | Q4 2025 | Feb 06, 2026 |
| Millington Financial Advisors, LLC | History | Reduced | 9,026 | 942 | 0.42% | 0.53% | 153 | -1,737 | -16.14% | Q4 2025 | Feb 09, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 9,265 | 912 | 0.02% | 0.02% | 154 | -609 | -6.17% | Q4 2025 | Feb 12, 2026 |
| Pictet North America Advisors SA | History | No change | 9,244 | 910 | 0.09% | 0.09% | 155 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Global Retirement Partners, LLC | History | Added to | 9,116 | 897 | 0.02% | 0.01% | 156 | +6,392 | 234.65% | Q4 2025 | Feb 06, 2026 |
| United Advisor Group, LLC | History | Reduced | 8,993 | 885 | 0.11% | 0.15% | 157 | -2,412 | -21.15% | Q4 2025 | Jan 26, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 8,949 | 881 | 0.01% | 0.01% | 158 | +1,619 | 22.09% | Q4 2025 | Feb 12, 2026 |
| Advisory Services Network, LLC | History | Added to | 8,909 | 877 | 0.01% | 0.01% | 159 | +558 | 6.68% | Q4 2025 | Feb 17, 2026 |
| Tidal Investments LLC | History | Reduced | 8,812 | 867 | 0.0% | 0.01% | 160 | -35,103 | -79.93% | Q4 2025 | Feb 13, 2026 |
| Simplicity Wealth,LLC | History | Added to | 8,683 | 855 | 0.05% | 0.05% | 161 | +326 | 3.9% | Q4 2025 | Jan 30, 2026 |
| PFG Advisors | History | Reduced | 8,668 | 853 | 0.04% | 0.04% | 162 | -1,365 | -13.61% | Q4 2025 | Jan 27, 2026 |
| Cassilly Financial Group LLC | History | New | 8,367 | 824 | 0.73% | — | 163 | +8,367 | New | Q4 2025 | Jan 15, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | New | 7,950 | 823 | 0.72% | — | 165 | +7,950 | New | Q4 2025 | Feb 11, 2026 |
| Atlatl Advisers LLC | History | Added to | 8,358 | 823 | 0.32% | 0.22% | 164 | +2,775 | 49.7% | Q4 2025 | Feb 09, 2026 |
| Sharkey, Howes & Javer | History | Added to | 8,354 | 822 | 0.1% | 0.09% | 166 | +1,716 | 25.85% | Q4 2025 | Jan 13, 2026 |
| Focus Partners Wealth | History | Reduced | 8,276 | 815 | 0.0% | 0.0% | 167 | -979 | -10.58% | Q4 2025 | Feb 13, 2026 |
| WealthShield Partners, LLC | History | Added to | 8,184 | 806 | 0.09% | 0.08% | 168 | +1,415 | 20.9% | Q4 2025 | Feb 03, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 8,097 | 797 | 0.03% | 0.03% | 169 | -220 | -2.65% | Q4 2025 | Jan 13, 2026 |
| Able Wealth Management LLC | History | Added to | 8,055 | 793 | 0.25% | 0.29% | 170 | +365 | 4.75% | Q4 2025 | Jan 27, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 8,021 | 790 | 0.17% | 0.19% | 171 | -337 | -4.03% | Q4 2025 | Jan 14, 2026 |
| Sigma Planning Corp | History | Added to | 7,997 | 787 | 0.02% | 0.02% | 172 | +532 | 7.13% | Q4 2025 | Jan 30, 2026 |
| Capital Analysts, LLC | History | Added to | 7,913 | 780 | 0.02% | 0.02% | 173 | +2,351 | 42.27% | Q4 2025 | Feb 11, 2026 |
| &PARTNERS | History | Added to | 7,930 | 779 | 0.0% | 0.0% | 174 | +3,488 | 78.52% | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 7,847 | 772 | 0.01% | 0.01% | 175 | -1,436 | -15.47% | Q4 2025 | Feb 02, 2026 |
| Shared Vision Wealth Group LLC | History | Added to | 7,194 | 745 | 0.3% | 0.3% | 176 | +23 | 0.32% | Q4 2025 | Feb 11, 2026 |
| Austin Private Wealth, LLC | History | Added to | 7,317 | 720 | 0.05% | 0.05% | 177 | +932 | 14.6% | Q4 2025 | Jan 20, 2026 |
| Range Financial Group LLC | History | Added to | 7,098 | 699 | 0.24% | 0.11% | 178 | +3,960 | 126.2% | Q4 2025 | Jan 15, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 7,073 | 696 | 0.18% | 0.18% | 179 | +390 | 5.84% | Q4 2025 | Feb 02, 2026 |
| Revisor Wealth Management LLC | History | Added to | 6,457 | 671 | 0.18% | 0.18% | 181 | +1,437 | 28.63% | Q4 2025 | Jan 27, 2026 |
| Scarborough Advisors, LLC | History | Added to | 6,814 | 671 | 0.11% | 0.11% | 180 | +614 | 9.9% | Q4 2025 | Feb 17, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 6,780 | 667 | 0.02% | 0.03% | 183 | -218 | -3.12% | Q4 2025 | Jan 14, 2026 |
| LPWM LLC | History | Added to | 6,775 | 667 | 0.17% | 0.18% | 182 | +43 | 0.64% | Q4 2025 | Jan 06, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 6,721 | 662 | 0.17% | 0.15% | 184 | +1,083 | 19.21% | Q4 2025 | Jan 07, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 6,655 | 655 | 0.45% | 0.47% | 185 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 6,559 | 646 | 0.2% | 0.23% | 186 | -620 | -8.64% | Q4 2025 | Jan 26, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 6,396 | 630 | 0.02% | 0.02% | 187 | +716 | 12.61% | Q4 2025 | Jan 16, 2026 |
| JB Capital LLC | History | Added to | 6,236 | 614 | 0.03% | 0.02% | 188 | +1,379 | 28.39% | Q4 2025 | Jan 20, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 6,185 | 609 | 0.24% | 0.26% | 189 | -94 | -1.5% | Q4 2025 | Jan 28, 2026 |
| Entelevest, LLC | History | New | 6,081 | 599 | 0.6% | — | 190 | +6,081 | New | Q4 2025 | Feb 11, 2026 |
| Lido Advisors, LLC | History | No change | 5,949 | 595 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| McNaughton Wealth Management, LLC | History | Added to | 6,034 | 594 | 0.24% | 0.2% | 192 | +1,215 | 25.21% | Q4 2025 | Jan 12, 2026 |
| COMERICA BANK | History | Added to | 6,010 | 591 | 0.0% | 0.0% | 193 | +69 | 1.16% | Q4 2025 | Jan 29, 2026 |
| High Falls Advisors, Inc | History | Added to | 5,751 | 566 | 0.11% | 0.09% | 194 | +1,465 | 34.18% | Q4 2025 | Feb 18, 2026 |
| Synergy Investment Management, LLC | History | Added to | 5,606 | 552 | 0.2% | 0.2% | 195 | +485 | 9.47% | Q4 2025 | Feb 06, 2026 |
| Trek Financial, LLC | History | Added to | 5,577 | 549 | 0.03% | 0.03% | 196 | +502 | 9.89% | Q4 2025 | Feb 04, 2026 |
| Regal Investment Advisors LLC | History | Added to | 5,415 | 533 | 0.03% | 0.02% | 197 | +1,777 | 48.85% | Q4 2025 | Feb 17, 2026 |
| One Wealth Advisors, LLC | History | Added to | 5,350 | 526 | 0.06% | 0.06% | 198 | +552 | 11.5% | Q4 2025 | Feb 02, 2026 |
| Security Financial Services, INC. | History | Added to | 5,347 | 526 | 0.08% | 0.08% | 199 | +513 | 10.61% | Q4 2025 | Jan 27, 2026 |
| SG Americas Securities, LLC | History | Reduced | 5,333 | 525 | 0.0% | 0.01% | 200 | -13,307 | -71.39% | Q4 2025 | Jan 09, 2026 |
| LANE BROTHERS & CO INC | History | New | 5,312 | 523 | 0.38% | — | 201 | +5,312 | New | Q4 2025 | Mar 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 5,309 | 522 | 0.05% | 0.04% | 202 | +359 | 7.25% | Q4 2025 | Jan 26, 2026 |
| Focus Financial Network, Inc. | History | Added to | 5,295 | 521 | 0.02% | 0.02% | 204 | +389 | 7.93% | Q4 2025 | Jan 12, 2026 |
| Invst, LLC | History | Added to | 5,290 | 521 | 0.06% | 0.06% | 203 | +147 | 2.86% | Q4 2025 | Feb 11, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 5,277 | 519 | 0.09% | 0.08% | 205 | +908 | 20.78% | Q4 2025 | Jan 26, 2026 |
| Blue Trust, Inc. | History | Reduced | 5,226 | 514 | 0.01% | 0.01% | 206 | -909 | -14.82% | Q4 2025 | Jan 16, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 5,057 | 498 | 0.04% | 0.04% | 207 | -48 | -0.94% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 5,016 | 494 | 0.0% | 0.0% | 209 | +1,941 | 63.12% | Q4 2025 | Feb 17, 2026 |
| Stone House Investment Management, LLC | History | Added to | 5,019 | 494 | 0.08% | 0.07% | 208 | +770 | 18.12% | Q4 2025 | Jan 21, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 4,985 | 490 | 0.15% | 0.16% | 210 | -123 | -2.41% | Q4 2025 | Feb 10, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | New | 4,965 | 489 | 0.27% | — | 211 | +4,965 | New | Q4 2025 | Feb 05, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 4,863 | 479 | 0.01% | 0.01% | 212 | -28 | -0.57% | Q4 2025 | Feb 17, 2026 |
| Scissortail Wealth Management, LLC | History | Reduced | 4,840 | 476 | 0.11% | 0.11% | 213 | -40 | -0.82% | Q4 2025 | Jan 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 4,738 | 466 | 0.0% | 0.0% | 214 | -60,233 | -92.71% | Q4 2025 | Feb 10, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 4,707 | 463 | 0.06% | 0.08% | 215 | -935 | -16.57% | Q4 2025 | Feb 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 4,620 | 455 | 0.0% | 0.0% | 216 | +2,128 | 85.39% | Q4 2025 | Feb 13, 2026 |
| Mosley Wealth Management | History | New | 4,447 | 454 | 0.21% | — | 217 | +4,447 | New | Q4 2025 | Feb 12, 2026 |
| McAdam, LLC | History | Added to | 4,603 | 453 | 0.02% | 0.02% | 218 | +300 | 6.97% | Q4 2025 | Feb 13, 2026 |
| OneAscent Financial Services LLC | History | New | 4,568 | 449 | 0.04% | — | 219 | +4,568 | New | Q4 2025 | Feb 11, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 4,538 | 446 | 0.01% | 0.01% | 220 | -150 | -3.2% | Q4 2025 | Jan 21, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Reduced | 4,512 | 444 | 0.06% | 0.17% | 221 | -7,101 | -61.15% | Q4 2025 | Jan 21, 2026 |
| BOS Asset Management, LLC | History | Added to | 4,515 | 444 | 0.12% | 0.13% | 222 | +50 | 1.12% | Q4 2025 | Jan 09, 2026 |
| Pflug Koory, LLC | History | Added to | 4,399 | 433 | 0.2% | 0.21% | 223 | +2 | 0.05% | Q4 2025 | Jan 20, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 4,205 | 414 | 0.01% | 0.01% | 224 | -352 | -7.72% | Q4 2025 | Feb 12, 2026 |
| World Investment Advisors | History | New | 4,200 | 413 | 0.01% | — | 225 | +4,200 | New | Q4 2025 | Mar 12, 2026 |
| Keystone Financial Services | History | Added to | 4,174 | 411 | 0.12% | 0.1% | 226 | +984 | 30.85% | Q4 2025 | Feb 12, 2026 |
| True Vision MN LLC | History | Added to | 4,167 | 410 | 0.21% | 0.18% | 228 | +797 | 23.65% | Q4 2025 | Jan 14, 2026 |
| Duncan Williams Asset Management, LLC | History | Reduced | 3,995 | 410 | 0.1% | 0.11% | 227 | -6 | -0.15% | Q4 2025 | Feb 05, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 4,162 | 409 | 0.06% | 0.05% | 229 | +524 | 14.4% | Q4 2025 | Feb 10, 2026 |
| Valmark Advisers, Inc. | History | Added to | 4,131 | 406 | 0.01% | 0.0% | 230 | +1,158 | 38.95% | Q4 2025 | Jan 26, 2026 |
| FORM Wealth Advisors, LLC | History | New | 4,076 | 401 | 0.05% | — | 231 | +4,076 | New | Q4 2025 | Jan 28, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Added to | 4,068 | 400 | 0.33% | 0.24% | 232 | +1,167 | 40.23% | Q4 2025 | Jan 23, 2026 |
| Braun-Bostich & Associates Inc. | History | Reduced | 4,050 | 398 | 0.25% | 0.27% | 233 | -169 | -4.01% | Q4 2025 | Jan 14, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Reduced | 4,030 | 396 | 0.14% | 0.18% | 234 | -205 | -4.84% | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 3,992 | 393 | 0.0% | 0.0% | 235 | +252 | 6.74% | Q4 2025 | Feb 12, 2026 |
| TSFG, LLC | History | Added to | 3,935 | 388 | 0.06% | 0.06% | 236 | +341 | 9.49% | Q4 2025 | Feb 04, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 3,880 | 382 | 0.01% | 0.01% | 237 | +1,630 | 72.44% | Q4 2025 | Feb 03, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 3,625 | 357 | 0.0% | 0.0% | 238 | -2,304 | -38.86% | Q4 2025 | Jan 30, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 3,596 | 354 | 0.01% | 0.01% | 239 | +34 | 0.95% | Q4 2025 | Feb 02, 2026 |
| Front Row Advisors LLC | History | Added to | 3,442 | 339 | 0.11% | 0.11% | 240 | +50 | 1.47% | Q4 2025 | Feb 12, 2026 |
| Cerity Partners LLC | History | Reduced | 3,377 | 332 | 0.0% | 0.0% | 241 | -3,377 | -50.0% | Q4 2025 | Feb 11, 2026 |
| Prospera Financial Services Inc | History | Added to | 3,321 | 327 | 0.01% | 0.01% | 242 | +89 | 2.75% | Q4 2025 | Feb 09, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 3,295 | 324 | 0.0% | 0.0% | 243 | -154 | -4.47% | Q4 2025 | Feb 17, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 3,269 | 321 | 0.1% | 0.08% | 244 | +993 | 43.63% | Q4 2025 | Feb 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 3,231 | 318 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Clark Asset Management, LLC | History | Reduced | 3,221 | 317 | 0.03% | 0.04% | 246 | -43 | -1.32% | Q4 2025 | Jan 27, 2026 |
| Calamos Wealth Management LLC | History | New | 3,218 | 316 | 0.01% | — | 247 | +3,218 | New | Q4 2025 | Jan 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 3,199 | 315 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 3,198 | 314 | 0.0% | — | 249 | +3,198 | New | Q4 2025 | Feb 05, 2026 |
| Cobblestone Asset Management LLC | History | Added to | 3,127 | 308 | 0.14% | 0.11% | 250 | +784 | 33.46% | Q4 2025 | Jan 15, 2026 |
| Elevated Financial Group LLC | History | New | 3,106 | 305 | 0.11% | — | 253 | +3,106 | New | Q4 2025 | Jan 29, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 3,106 | 305 | 0.02% | 0.01% | 252 | +1,160 | 59.61% | Q4 2025 | Feb 13, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | No change | 3,104 | 305 | 0.03% | 0.03% | 251 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Csenge Advisory Group | History | Added to | 3,071 | 302 | 0.01% | 0.01% | 254 | +131 | 4.46% | Q4 2025 | Feb 06, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 3,045 | 299 | 0.04% | 0.04% | 255 | +340 | 12.57% | Q4 2025 | Jan 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 3,000 | 295 | 0.0% | 0.0% | 256 | -5,000 | -62.5% | Q4 2025 | Feb 17, 2026 |
| Brookwood Investment Group LLC | History | Added to | 2,976 | 293 | 0.04% | 0.03% | 257 | +879 | 41.92% | Q4 2025 | Jan 22, 2026 |
| Sowell Financial Services LLC | History | Added to | 2,969 | 292 | 0.01% | 0.01% | 258 | +143 | 5.06% | Q4 2025 | Jan 21, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 2,957 | 291 | 0.0% | 0.0% | 259 | -89 | -2.92% | Q4 2025 | Feb 17, 2026 |
| Stonebridge Financial Group, LLC / MO | History | New | 2,931 | 288 | 0.25% | — | 261 | +2,931 | New | Q4 2025 | Feb 04, 2026 |
| Greenline Wealth Management LLC | History | New | 2,931 | 288 | 0.3% | — | 262 | +2,931 | New | Q4 2025 | Feb 13, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Added to | 2,930 | 288 | 0.15% | 0.15% | 260 | +165 | 5.97% | Q4 2025 | Feb 13, 2026 |
| City Center Advisors, LLC | History | Added to | 2,921 | 287 | 0.26% | 0.26% | 263 | +210 | 7.75% | Q4 2025 | Jan 05, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 2,906 | 286 | 0.01% | 0.01% | 264 | +4 | 0.14% | Q4 2025 | Feb 04, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 2,865 | 282 | 0.15% | 0.15% | 265 | +168 | 6.23% | Q4 2025 | Feb 24, 2026 |
| BCU Wealth Advisors, LLC | History | Added to | 2,790 | 274 | 0.1% | 0.11% | 266 | +78 | 2.88% | Q4 2025 | Jan 30, 2026 |
| Archer Investment Management, LLC | History | New | 2,763 | 272 | 0.15% | — | 267 | +2,763 | New | Q4 2025 | Jan 12, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 2,750 | 270 | 0.1% | 0.11% | 268 | -91 | -3.2% | Q4 2025 | Jan 08, 2026 |
| Bigelow Investment Advisors, LLC | History | Reduced | 2,688 | 264 | 0.1% | 0.11% | 269 | -100 | -3.59% | Q4 2025 | Jan 28, 2026 |
| Daviman Financial, LLC | History | New | 2,646 | 260 | 0.15% | — | 270 | +2,646 | New | Q4 2025 | Feb 06, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 2,631 | 259 | 0.01% | — | 271 | +2,631 | New | Q4 2025 | Jan 14, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 2,624 | 258 | 0.03% | 0.03% | 272 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 2,569 | 253 | 0.0% | 0.0% | 273 | -1,901 | -42.53% | Q4 2025 | Feb 13, 2026 |
| Belpointe Asset Management LLC | History | No change | 2,577 | 253 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Sovereign Financial Group, Inc. | History | New | 2,557 | 251 | 0.04% | — | 275 | +2,557 | New | Q4 2025 | Jan 07, 2026 |
| Chatterton & Associates Inc. | History | New | 2,545 | 250 | 0.21% | — | 276 | +2,545 | New | Q4 2025 | Jan 20, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | No change | 2,535 | 249 | 0.05% | 0.05% | 277 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 2,526 | 248 | 0.01% | 0.03% | 278 | -2,651 | -51.21% | Q4 2025 | Jan 07, 2026 |
| WEALTH ALLIANCE, LLC | History | New | 2,515 | 247 | 0.02% | — | 279 | +2,515 | New | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | New | 2,475 | 243 | 0.01% | — | 280 | +2,475 | New | Q4 2025 | Feb 13, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | New | 2,472 | 243 | 0.02% | — | 281 | +2,472 | New | Q4 2025 | Feb 12, 2026 |
| Parkway Wealth Management Group, LLC | History | New | 2,415 | 237 | 0.03% | — | 282 | +2,415 | New | Q4 2025 | Feb 10, 2026 |
| RFG Advisory, LLC | History | Added to | 2,368 | 233 | 0.0% | 0.0% | 283 | +271 | 12.92% | Q4 2025 | Feb 03, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | New | 2,339 | 230 | 0.06% | — | 285 | +2,339 | New | Q4 2025 | Jan 12, 2026 |
| Tyche Wealth Partners LLC | History | New | 2,336 | 230 | 0.04% | — | 284 | +2,336 | New | Q4 2025 | Jan 23, 2026 |
| Advisors Preferred, LLC | History | Reduced | 2,294 | 229 | 0.04% | 0.08% | 286 | -3,117 | -57.6% | Q4 2025 | Feb 02, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 2,326 | 229 | 0.0% | — | 287 | +2,326 | New | Q4 2025 | Jan 29, 2026 |
| Keebeck Wealth Management | History | Added to | 2,295 | 226 | 0.03% | 0.02% | 288 | +182 | 8.61% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,259 | 222 | 0.0% | 0.0% | 289 | +671 | 42.25% | Q4 2025 | Feb 09, 2026 |
| Goldstein Advisors, LLC | History | Added to | 2,240 | 220 | 0.03% | 0.02% | 290 | +219 | 10.84% | Q4 2025 | Feb 10, 2026 |
| Latitude Advisors, LLC | History | New | 2,215 | 218 | 0.1% | — | 292 | +2,215 | New | Q4 2025 | Jan 27, 2026 |
| Brooklyn Investment Group | History | New | 2,203 | 218 | 0.01% | — | 291 | +2,203 | New | Q4 2025 | Feb 12, 2026 |
| Concorde Asset Management, LLC | History | New | 2,205 | 217 | 0.09% | — | 293 | +2,205 | New | Q4 2025 | Feb 13, 2026 |
| Traub Capital Management LLC | History | Reduced | 2,177 | 214 | 0.21% | 0.29% | 294 | -785 | -26.5% | Q4 2025 | Jan 29, 2026 |
| Creative Planning | History | Reduced | 2,075 | 204 | 0.0% | 0.0% | 295 | -1,874 | -47.46% | Q4 2025 | Feb 17, 2026 |
| Modern Wealth Management, LLC | History | New | 2,069 | 203 | 0.0% | — | 296 | +2,069 | New | Q4 2025 | Feb 17, 2026 |
| Liberty Atlantic Advisors LLC | History | New | 2,053 | 202 | 0.2% | — | 297 | +2,053 | New | Q4 2025 | Feb 03, 2026 |
| Towerpoint Wealth, LLC | History | New | 2,044 | 201 | 0.08% | — | 298 | +2,044 | New | Q4 2025 | Jan 15, 2026 |
| Integrity Advisory Solutions, LLC | History | Reduced | 2,041 | 201 | 0.03% | 0.03% | 299 | -28 | -1.35% | Q4 2025 | Feb 09, 2026 |
| Ethos Financial Group, LLC | History | New | 2,034 | 200 | 0.01% | — | 301 | +2,034 | New | Q4 2025 | Jan 20, 2026 |
| CITIGROUP INC | History | Added to | 2,031 | 200 | 0.0% | 0.0% | 300 | +1,985 | 4315.22% | Q4 2025 | Feb 13, 2026 |
| Dorato Capital Management | History | New | 1,853 | 190 | 0.14% | — | 302 | +1,853 | New | Q4 2025 | Jan 16, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 1,883 | 185 | 0.01% | 0.01% | 303 | -830 | -30.59% | Q4 2025 | Feb 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,800 | 177 | 0.01% | 0.01% | 304 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,790 | 176 | 0.0% | 0.0% | 305 | +1,638 | 1077.63% | Q4 2025 | Feb 11, 2026 |
| Pinnacle Holdings, LLC | History | New | 1,663 | 163 | 0.06% | — | 306 | +1,663 | New | Q4 2025 | Feb 12, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 1,606 | 158 | 0.05% | 0.06% | 307 | +995 | 162.85% | Q4 2025 | Feb 17, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 1,560 | 153 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 1,383 | 136 | 0.01% | 0.02% | 309 | +6 | 0.44% | Q4 2025 | Feb 13, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 1,350 | 132 | 0.01% | 0.01% | 310 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,116 | 109 | 0.0% | 0.0% | 311 | +3 | 0.27% | Q4 2025 | Feb 13, 2026 |
| Dunhill Financial, LLC | History | No change | 1,106 | 108 | 0.03% | 0.03% | 312 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 939 | 92 | 0.0% | 0.0% | 313 | +6 | 0.64% | Q4 2025 | Feb 09, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 910 | 89 | 0.0% | 0.0% | 314 | +154 | 20.37% | Q4 2025 | Feb 11, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 909 | 89 | 0.03% | 0.03% | 315 | +4 | 0.44% | Q4 2025 | Jan 09, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 875 | 86 | 0.0% | 0.0% | 316 | +328 | 59.96% | Q4 2025 | Feb 09, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 712 | 70 | 0.07% | — | 318 | +712 | New | Q4 2025 | Feb 13, 2026 |
| Ancora Advisors LLC | History | Reduced | 714 | 70 | 0.0% | 0.0% | 317 | -40 | -5.31% | Q4 2025 | Feb 17, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 703 | 69 | 0.06% | — | 319 | +703 | New | Q4 2025 | Feb 10, 2026 |
| Kingdom Financial Group LLC. | History | New | 651 | 64 | 0.02% | — | 320 | +651 | New | Q4 2025 | Feb 06, 2026 |
| NBT BANK N A /NY | History | Reduced | 99 | 61 | 0.0% | 0.0% | 321 | -1 | -1.0% | Q4 2025 | Jan 23, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 610 | 60 | 0.0% | 0.0% | 322 | +376 | 160.68% | Q4 2025 | Feb 12, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 528 | 52 | 0.01% | 0.01% | 323 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 515 | 50 | 0.01% | 0.01% | 324 | +2 | 0.39% | Q4 2025 | Feb 12, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Added to | 501 | 49 | 0.03% | 0.03% | 325 | +20 | 4.16% | Q4 2025 | Feb 18, 2026 |
| Boreal Capital Management LLC | History | No change | 500 | 49 | 0.04% | 0.04% | 326 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 425 | 41 | 0.0% | 0.0% | 328 | +87 | 25.74% | Q4 2025 | Jan 23, 2026 |
| HM PAYSON & CO | History | No change | 426 | 41 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sound Income Strategies, LLC | History | Added to | 375 | 38 | 0.0% | 0.0% | 329 | +94 | 33.45% | Q4 2025 | Jan 21, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 382 | 37 | 0.0% | 0.0% | 330 | -7 | -1.8% | Q4 2025 | Feb 20, 2026 |
| Strategic Advocates LLC | History | Added to | 372 | 36 | 0.01% | 0.0% | 331 | +181 | 94.76% | Q4 2025 | Feb 11, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 341 | 33 | 0.0% | 0.0% | 332 | -1 | -0.29% | Q4 2025 | Jan 20, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 322 | 31 | 0.0% | 0.0% | 333 | +4 | 1.26% | Q4 2025 | Feb 06, 2026 |
| Spire Wealth Management | History | Added to | 310 | 30 | 0.0% | 0.0% | 334 | +16 | 5.44% | Q4 2025 | Jan 14, 2026 |
| Northwest Capital Management Inc | History | Reduced | 293 | 28 | 0.12% | 0.14% | 335 | -1,018 | -77.65% | Q4 2025 | Jan 26, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 255 | 25 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 221 | 21 | 0.01% | — | 337 | +221 | New | Q4 2025 | Feb 05, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 220 | 21 | 0.01% | 0.01% | 338 | +47 | 27.17% | Q4 2025 | Jan 07, 2026 |
| Clearstead Trust, LLC | History | No change | 185 | 18 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Networth Advisors, LLC | History | New | 180 | 17 | 0.01% | — | 341 | +180 | New | Q4 2025 | Jan 22, 2026 |
| Wells Financial Advisors INC | History | No change | 175 | 17 | 0.03% | 0.02% | 340 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 155 | 15 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 125 | 12 | 0.0% | — | 343 | +125 | New | Q4 2025 | Feb 13, 2026 |
| Imprint Wealth LLC | History | Added to | 128 | 12 | 0.06% | 0.01% | 344 | +96 | 300.0% | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | New | 105 | 10 | 0.0% | — | 347 | +105 | New | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | No change | 105 | 10 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Fortis Group Advisors, LLC | History | No change | 102 | 10 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 106 | 10 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Purpose Unlimited Inc. | History | New | 100 | 9 | 0.0% | — | 350 | +100 | New | Q4 2025 | Mar 20, 2026 |
| MAI Capital Management | History | No change | 98 | 9 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 89 | 8 | 0.0% | — | 351 | +89 | New | Q4 2025 | Feb 09, 2026 |
| Manchester Capital Management LLC | History | New | 81 | 7 | 0.0% | — | 352 | +81 | New | Q4 2025 | Feb 11, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 77 | 7 | 0.0% | 0.0% | 353 | +5 | 6.94% | Q4 2025 | Jan 28, 2026 |
| Park Place Capital Corp | History | No change | 78 | 7 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 65 | 6 | 0.0% | — | 355 | +65 | New | Q4 2025 | Feb 06, 2026 |
| Clearstead Advisors, LLC | History | New | 55 | 5 | 0.0% | — | 356 | +55 | New | Q4 2025 | Feb 09, 2026 |
| SHP Wealth Management | History | New | 52 | 5 | 0.0% | — | 358 | +52 | New | Q4 2025 | Mar 04, 2026 |
| WHITTIER TRUST CO | History | No change | 55 | 5 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ORG Partners LLC | History | No change | 53 | 5 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Key Capital Management, INC | History | New | 46 | 4 | 0.0% | — | 361 | +46 | New | Q4 2025 | Jan 26, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 50 | 4 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Bank of New Hampshire | History | New | 33 | 3 | 0.0% | — | 362 | +33 | New | Q4 2025 | Mar 16, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | New | 30 | 2 | 0.0% | — | 364 | +30 | New | Q4 2025 | Feb 10, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 28 | 2 | 0.0% | — | 365 | +28 | New | Q4 2025 | Feb 11, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 25 | 2 | 0.0% | — | 366 | +25 | New | Q4 2025 | Feb 19, 2026 |
| NBC SECURITIES, INC. | History | Added to | 28 | 2 | 0.0% | 0.0% | 363 | +7 | 33.33% | Q4 2025 | Jan 29, 2026 |
| TOMPKINS FINANCIAL CORP | History | New | 20 | 1 | 0.0% | — | 368 | +20 | New | Q4 2025 | Jan 08, 2026 |
| Signature Equity Partners, LLC | History | New | 20 | 1 | 0.0% | — | 370 | +20 | New | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 12 | 1 | 0.0% | — | 367 | +12 | New | Q4 2025 | Feb 06, 2026 |
| Root Financial Partners, LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Ocean Park Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.91% | — | -219,900 | -100.0% | Q3 2025 | Oct 20, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -68,100 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Elevation Capital Advisory, LLC | History | Closed out | 0 | 0 | — | 2.25% | — | -56,277 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Hershey Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 3.82% | — | -44,537 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Elequin Capital, LP | History | Closed out | 0 | 0 | — | 0.22% | — | -41,194 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.0% | — | -31,300 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Allianz Asset Management GmbH | History | Closed out | 0 | 0 | — | 0.0% | — | -27,000 | -100.0% | Q3 2025 | Nov 04, 2025 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -20,521 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Synergy Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,470 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Tempus Wealth Planning, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -5,956 | -100.0% | Q3 2025 | Nov 06, 2025 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,063 | -100.0% | Q3 2025 | Nov 14, 2025 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,319 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Apeiron RIA LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,595 | -100.0% | Q3 2025 | Oct 14, 2025 |
| ShoreHaven Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -2,534 | -100.0% | Q3 2025 | Oct 23, 2025 |
| RHS Financial, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -2,434 | -100.0% | Q3 2025 | Oct 22, 2025 |
| First Heartland Consultants, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -2,355 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Triad Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,300 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Frisch Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -2,176 | -100.0% | Q3 2025 | Nov 10, 2025 |
| SAX WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,107 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,069 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Apollon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,021 | -100.0% | Q3 2025 | Oct 17, 2025 |
| ASHTON THOMAS SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -618 | -100.0% | Q3 2025 | Oct 27, 2025 |
| LGT Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -595 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -363 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -273 | -100.0% | Q3 2025 | Nov 06, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -114 | -100.0% | Q3 2025 | Oct 21, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -46 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Richard W. Paul & Associates, LLC | History | Reduced | 8 | 0 | — | 0.0% | — | -8 | -50.0% | Q4 2025 | Feb 12, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 11, 2026 |
| Operose Advisors LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 10, 2026 |
| Hamrick Investment Counsel, llc | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Mar 31, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 03, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Russell Investments Group, Ltd. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Raleigh Capital Management Inc. | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Smartleaf Asset Management LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Park Square Financial Group, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |