iSHARES TRUST - IDEV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 52,481,852 | 4,328,703 | 0.31% | 0.27% | 1 | +2,343,560 | 4.67% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Reduced | 20,145,027 | 1,661,561 | 0.03% | 0.03% | 2 | -673,142 | -3.23% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Reduced | 17,555,598 | 1,447,985 | 1.04% | 1.09% | 3 | -253,073 | -1.42% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 12,146,738 | 1,001,858 | 0.99% | 1.0% | 4 | +519,522 | 4.47% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 12,080,336 | 996,386 | 0.06% | 0.05% | 5 | +968,773 | 8.72% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 11,951,894 | 985,792 | 0.54% | 0.5% | 6 | +1,741,052 | 17.05% | Q4 2025 | Feb 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 8,345,883 | 684,690 | 0.15% | 0.13% | 7 | +984,678 | 13.38% | Q4 2025 | Feb 17, 2026 |
| BANK OF KOREA | History | New | 7,607,921 | 627,501 | 27.48% | — | 8 | +7,607,921 | New | Q4 2025 | Feb 11, 2026 |
| CITIGROUP INC | History | Added to | 4,512,190 | 372,165 | 0.16% | 0.16% | 9 | +67,266 | 1.51% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 4,432,860 | 365,622 | 0.02% | 0.02% | 10 | +625,042 | 16.41% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,296,209 | 354,351 | 0.11% | 0.09% | 11 | +389,769 | 9.98% | Q4 2025 | Feb 10, 2026 |
| Horizon Investments, LLC | History | Reduced | 3,857,657 | 318,179 | 4.03% | 4.59% | 12 | -500,707 | -11.49% | Q4 2025 | Feb 02, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 3,573,434 | 294,736 | 3.61% | 3.59% | 13 | -337,995 | -8.64% | Q4 2025 | Feb 11, 2026 |
| Focus Partners Wealth | History | Added to | 3,516,695 | 290,057 | 0.33% | 0.44% | 14 | +109,447 | 3.21% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Added to | 3,476,958 | 286,779 | 0.42% | 0.23% | 15 | +1,706,015 | 96.33% | Q4 2025 | Feb 11, 2026 |
| Heritage Financial Services, LLC | History | Added to | 3,278,313 | 270,395 | 22.57% | 23.22% | 16 | +56,256 | 1.75% | Q4 2025 | Feb 02, 2026 |
| Bank of Finland | History | Reduced | 3,254,031 | 268,392 | 18.64% | 29.78% | 17 | -2,815,112 | -46.38% | Q4 2025 | Jan 15, 2026 |
| ALESCO ADVISORS LLC | History | Reduced | 3,099,656 | 255,659 | 6.61% | 6.74% | 18 | -1,450 | -0.05% | Q4 2025 | Jan 28, 2026 |
| Cetera Investment Advisers | History | Added to | 2,809,719 | 231,745 | 0.25% | 0.24% | 19 | +276,955 | 10.93% | Q4 2025 | Feb 17, 2026 |
| Auto-Owners Insurance Co | History | Added to | 2,598,000 | 214,335 | 4.5% | 4.99% | 20 | +186,000 | 7.71% | Q4 2025 | Mar 09, 2026 |
| BESSEMER GROUP INC | History | Added to | 2,191,877 | 180,785 | 0.28% | 0.25% | 21 | +120,712 | 5.83% | Q4 2025 | Feb 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,902,665 | 156,931 | 0.05% | 0.05% | 22 | +113,123 | 6.32% | Q4 2025 | Feb 18, 2026 |
| ASSETMARK, INC | History | Added to | 1,678,675 | 138,457 | 0.28% | 0.28% | 23 | +42,242 | 2.58% | Q4 2025 | Jan 23, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 1,630,797 | 134,508 | 0.94% | 0.78% | 24 | +287,340 | 21.39% | Q4 2025 | Feb 11, 2026 |
| MCF Advisors LLC | History | Added to | 1,603,120 | 132,225 | 7.31% | 7.63% | 25 | +49,980 | 3.22% | Q4 2025 | Feb 11, 2026 |
| Clarius Group, LLC | History | Added to | 1,493,767 | 123,205 | 7.04% | 7.03% | 26 | +11,983 | 0.81% | Q4 2025 | Jan 14, 2026 |
| LPL Financial LLC | History | Added to | 1,484,662 | 122,454 | 0.03% | 0.03% | 27 | +263,346 | 21.56% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Added to | 1,433,770 | 118,257 | 0.02% | 0.02% | 28 | +3,647 | 0.26% | Q4 2025 | Jan 29, 2026 |
| TFC Financial Management, Inc. | History | Added to | 1,401,008 | 115,555 | 14.49% | 14.33% | 29 | +5,398 | 0.39% | Q4 2025 | Jan 23, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 1,356,502 | 114,448 | 4.6% | 4.44% | 30 | +75,051 | 5.86% | Q4 2025 | Jan 09, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 1,304,921 | 107,629 | 1.86% | 2.17% | 31 | +24,675 | 1.93% | Q4 2025 | Feb 19, 2026 |
| Empowered Funds, LLC | History | New | 1,261,390 | 104,039 | 1.77% | — | 32 | +1,261,390 | New | Q4 2025 | Feb 18, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 1,220,417 | 100,660 | 1.14% | 1.16% | 33 | -8,614 | -0.7% | Q4 2025 | Jan 20, 2026 |
| Litman Gregory Wealth Management LLC | History | Reduced | 1,195,549 | 98,608 | 7.21% | 7.23% | 34 | -18,539 | -1.53% | Q4 2025 | Feb 12, 2026 |
| NIXON PEABODY TRUST CO | History | Reduced | 1,099,242 | 90,665 | 6.87% | 6.48% | 35 | -5,223 | -0.47% | Q4 2025 | Feb 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,064,056 | 87,763 | 0.06% | 0.05% | 36 | +124,578 | 13.26% | Q4 2025 | Feb 10, 2026 |
| Mariner, LLC | History | Added to | 932,849 | 76,948 | 0.09% | 0.09% | 37 | +58,655 | 6.71% | Q4 2025 | Feb 13, 2026 |
| Main Management ETF Advisors, LLC | History | Added to | 809,383 | 66,758 | 2.38% | 2.16% | 38 | +80,383 | 11.03% | Q4 2025 | Feb 10, 2026 |
| Foster Group, Inc. | History | Added to | 778,071 | 64,175 | 1.94% | 1.9% | 39 | +24,840 | 3.3% | Q4 2025 | Jan 12, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 741,702 | 61,175 | 3.72% | 3.61% | 40 | +35,792 | 5.07% | Q4 2025 | Feb 18, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Added to | 711,957 | 58,722 | 8.52% | 8.49% | 41 | +6,105 | 0.86% | Q4 2025 | Jan 27, 2026 |
| ROYAL BANK OF CANADA | History | New | 695,696 | 57,381 | 0.01% | — | 42 | +695,696 | New | Q4 2025 | Feb 17, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Added to | 679,736 | 56,064 | 9.12% | 8.56% | 43 | +42,511 | 6.67% | Q4 2025 | Jan 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 666,453 | 54,969 | 0.1% | 0.11% | 44 | +22,450 | 3.49% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 621,907 | 51,294 | 0.06% | 0.05% | 45 | +44,225 | 7.66% | Q4 2025 | Feb 06, 2026 |
| AMARILLO NATIONAL BANK | History | Reduced | 612,602 | 50,527 | 8.87% | 8.93% | 46 | -21,064 | -3.32% | Q4 2025 | Jan 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 606,254 | 50,003 | 0.07% | 0.06% | 47 | +36,557 | 6.42% | Q4 2025 | Feb 12, 2026 |
| Starr Indemnity & Liability Co | History | No change | 606,060 | 49,987 | 14.2% | 15.87% | 48 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 594,791 | 49,058 | 0.01% | 0.01% | 49 | +41,643 | 7.53% | Q4 2025 | Feb 13, 2026 |
| Rock Creek Group, LP | History | Reduced | 572,604 | 47,228 | 5.3% | 6.42% | 50 | -188,607 | -24.78% | Q4 2025 | Feb 10, 2026 |
| ARROW FINANCIAL CORP | History | Added to | 546,267 | 45,056 | 4.49% | 4.12% | 51 | +43,584 | 8.67% | Q4 2025 | Feb 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 506,449 | 41,771 | 0.64% | 0.63% | 52 | +30,621 | 6.44% | Q4 2025 | Feb 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 480,146 | 39,602 | 0.8% | 0.82% | 53 | -1,541 | -0.32% | Q4 2025 | Feb 06, 2026 |
| FMR LLC | History | Added to | 477,184 | 39,358 | 0.0% | 0.0% | 54 | +421,942 | 763.81% | Q4 2025 | Feb 17, 2026 |
| Standpoint Asset Management, LLC | History | Reduced | 469,800 | 38,749 | 8.85% | 8.81% | 55 | -16,600 | -3.41% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 438,916 | 36,201 | 2.47% | 1.71% | 56 | +122,329 | 38.64% | Q4 2025 | Jan 26, 2026 |
| Stockman Wealth Management, Inc. | History | Added to | 430,734 | 35,526 | 4.14% | 4.12% | 57 | +16,626 | 4.01% | Q4 2025 | Jan 29, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | No change | 420,585 | 34,689 | 4.54% | 4.41% | 58 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AAF Wealth Management, LLC | History | Added to | 419,662 | 34,613 | 14.6% | 14.71% | 59 | +14,473 | 3.57% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 412,179 | 33,999 | 0.05% | 0.06% | 60 | -85,581 | -17.19% | Q4 2025 | Feb 17, 2026 |
| DDFG, Inc | History | Added to | 401,883 | 33,147 | 7.26% | 7.24% | 61 | +10,625 | 2.72% | Q4 2025 | Jan 08, 2026 |
| Veery Capital, LLC | History | Added to | 393,649 | 32,468 | 9.96% | 9.82% | 62 | +5,568 | 1.43% | Q4 2025 | Jan 27, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 393,249 | 32,435 | 0.11% | 0.12% | 63 | -9,648 | -2.39% | Q4 2025 | Feb 06, 2026 |
| Sterling Capital Management LLC | History | Reduced | 379,037 | 31,262 | 0.51% | 0.47% | 64 | -17,521 | -4.42% | Q4 2025 | Feb 13, 2026 |
| C V STARR & CO INC | History | No change | 378,787 | 31,242 | 17.17% | 14.02% | 65 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | Added to | 347,466 | 28,659 | 6.58% | 5.11% | 66 | +87,006 | 33.4% | Q4 2025 | Feb 05, 2026 |
| BSW Wealth Partners | History | Reduced | 340,665 | 28,098 | 3.37% | 3.46% | 67 | -6,342 | -1.83% | Q4 2025 | Jan 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 324,895 | 26,797 | 0.07% | 0.1% | 68 | -127,917 | -28.25% | Q4 2025 | Feb 05, 2026 |
| BANK HAPOALIM BM | History | No change | 320,400 | 26,427 | 2.3% | 3.16% | 69 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Hi-Line Capital Management, LLC | History | Reduced | 312,376 | 25,764 | 8.58% | 8.7% | 70 | -31,446 | -9.15% | Q4 2025 | Feb 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 308,979 | 25,484 | 0.19% | 0.11% | 71 | +137,387 | 80.07% | Q4 2025 | Feb 12, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 306,813 | 25,305 | 0.33% | 0.34% | 72 | -4,181 | -1.34% | Q4 2025 | Feb 09, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 299,716 | 24,720 | 1.46% | 1.6% | 73 | +7,123 | 2.43% | Q4 2025 | Feb 10, 2026 |
| AE Wealth Management LLC | History | Reduced | 298,473 | 24,618 | 0.14% | 0.15% | 74 | -3,937 | -1.3% | Q4 2025 | Jan 26, 2026 |
| MBL Wealth, LLC | History | Added to | 284,826 | 23,492 | 1.88% | 1.91% | 75 | +11,270 | 4.12% | Q4 2025 | Jan 21, 2026 |
| Kondo Wealth Advisors, Inc. | History | Added to | 273,596 | 22,566 | 8.64% | 8.49% | 76 | +11,202 | 4.27% | Q4 2025 | Jan 30, 2026 |
| Aerodigm Wealth, LLC | History | Added to | 259,156 | 21,375 | 7.52% | 8.38% | 77 | +12,321 | 4.99% | Q4 2025 | Feb 06, 2026 |
| Fortitude Family Office, LLC | History | Added to | 252,319 | 20,811 | 4.84% | 5.06% | 78 | +17,455 | 7.43% | Q4 2025 | Jan 15, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 244,863 | 20,196 | 1.08% | 1.02% | 79 | +19,127 | 8.47% | Q4 2025 | Jan 20, 2026 |
| Retirement Management Systems Inc. | History | New | 243,722 | 20,102 | 5.15% | — | 80 | +243,722 | New | Q4 2025 | Feb 12, 2026 |
| Modern Wealth Management, LLC | History | Added to | 243,185 | 20,057 | 0.37% | 0.36% | 81 | +14,827 | 6.49% | Q4 2025 | Feb 17, 2026 |
| Vision Capital Management, Inc. | History | Reduced | 243,033 | 20,045 | 2.42% | 2.45% | 82 | -4,433 | -1.79% | Q4 2025 | Jan 27, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | Added to | 241,176 | 19,892 | 5.96% | 5.99% | 83 | +1,590 | 0.66% | Q4 2025 | Jan 30, 2026 |
| Columbus Macro, LLC | History | Reduced | 239,581 | 19,760 | 2.16% | 2.24% | 84 | -6,353 | -2.58% | Q4 2025 | Jan 15, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 237,166 | 19,561 | 1.91% | 1.87% | 85 | +3,020 | 1.29% | Q4 2025 | Jan 29, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Added to | 236,229 | 19,484 | 0.74% | 0.44% | 86 | +30,700 | 14.94% | Q4 2025 | Feb 04, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 230,897 | 19,044 | 3.0% | 2.57% | 87 | +36,413 | 18.72% | Q4 2025 | Jan 14, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Added to | 230,733 | 19,030 | 4.0% | 3.95% | 88 | +16,341 | 7.62% | Q4 2025 | Feb 03, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 224,439 | 18,511 | 0.31% | 0.15% | 89 | +112,813 | 101.06% | Q4 2025 | Feb 03, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 207,406 | 17,106 | 1.73% | 1.72% | 90 | +3,504 | 1.72% | Q4 2025 | Jan 20, 2026 |
| ABLE Financial Group, LLC | History | Added to | 205,498 | 16,949 | 3.44% | 3.32% | 91 | +14,602 | 7.65% | Q4 2025 | Jan 23, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 201,226 | 16,597 | 0.02% | 0.02% | 92 | +258 | 0.13% | Q4 2025 | Feb 02, 2026 |
| True North Advisors, LLC | History | New | 195,417 | 16,117 | 2.08% | — | 93 | +195,417 | New | Q4 2025 | Jan 22, 2026 |
| &PARTNERS | History | Reduced | 187,673 | 15,479 | 0.08% | 0.1% | 94 | -6,349 | -3.27% | Q4 2025 | Feb 17, 2026 |
| Aspirean Wealth, LLC | History | New | 187,023 | 15,425 | 16.85% | — | 95 | +187,023 | New | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 179,021 | 15,103 | 0.02% | 0.02% | 96 | +101 | 0.06% | Q4 2025 | Jan 08, 2026 |
| Accelerate Investment Advisors LLC | History | Added to | 177,901 | 14,673 | 9.89% | 9.14% | 97 | +10,356 | 6.18% | Q4 2025 | Jan 12, 2026 |
| Peirce Capital Management, LLC | History | Reduced | 177,319 | 14,625 | 5.82% | 5.96% | 98 | -1,413 | -0.79% | Q4 2025 | Feb 06, 2026 |
| Oak Root LLC | History | Reduced | 177,188 | 14,614 | 1.77% | 1.82% | 99 | -18,388 | -9.4% | Q4 2025 | Jan 16, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 173,172 | 14,283 | 4.32% | 4.26% | 100 | +10,151 | 6.23% | Q4 2025 | Jan 22, 2026 |
| Missouri Trust & Investment Co | History | Added to | 170,464 | 14,059 | 4.13% | 4.02% | 101 | +948 | 0.56% | Q4 2025 | Feb 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 164,306 | 13,551 | 0.18% | 0.18% | 102 | +4,251 | 2.66% | Q4 2025 | Jan 30, 2026 |
| Crane Advisory, LLC | History | Added to | 156,172 | 13,338 | 2.02% | 1.53% | 103 | +34,986 | 28.87% | Q4 2025 | Jan 15, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 160,127 | 13,207 | 0.45% | 0.45% | 104 | -3,819 | -2.33% | Q4 2025 | Feb 17, 2026 |
| Alliance Private Wealth, LLC | History | New | 151,010 | 13,142 | 4.57% | — | 105 | +151,010 | New | Q4 2025 | Feb 13, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Added to | 154,870 | 12,773 | 6.34% | 6.18% | 106 | +6,656 | 4.49% | Q4 2025 | Jan 22, 2026 |
| Heritage Investment Group, Inc. | History | Added to | 153,971 | 12,699 | 1.93% | 1.85% | 107 | +10,154 | 7.06% | Q4 2025 | Jan 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 152,757 | 12,599 | 0.05% | 0.03% | 108 | +82,509 | 117.45% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 150,987 | 12,453 | 0.07% | 0.07% | 109 | +3,673 | 2.49% | Q4 2025 | Feb 12, 2026 |
| Sterling Manor Financial, LLC | History | Added to | 148,396 | 12,239 | 7.64% | 7.48% | 110 | +363 | 0.25% | Q4 2025 | Jan 07, 2026 |
| Friday Financial | History | Added to | 145,204 | 11,976 | 4.22% | 4.11% | 111 | +22,743 | 18.57% | Q4 2025 | Jan 09, 2026 |
| World Investment Advisors | History | Added to | 140,595 | 11,596 | 0.19% | 0.2% | 112 | +17,765 | 14.46% | Q4 2025 | Mar 12, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 162,382 | 11,501 | 1.05% | 1.05% | 113 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 138,885 | 11,455 | 0.05% | — | 114 | +138,885 | New | Q4 2025 | Feb 05, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 138,885 | 11,455 | 0.48% | 0.46% | 115 | +5,118 | 3.83% | Q4 2025 | Feb 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 137,043 | 11,303 | 0.21% | 0.22% | 116 | -1,595 | -1.15% | Q4 2025 | Jan 07, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 135,844 | 11,204 | 1.49% | 1.7% | 117 | -4,529 | -3.23% | Q4 2025 | Jan 09, 2026 |
| COURIER CAPITAL LLC | History | Added to | 134,939 | 11,129 | 0.62% | 0.22% | 118 | +86,008 | 175.77% | Q4 2025 | Jan 29, 2026 |
| Wealthquest Corp | History | New | 134,840 | 11,121 | 0.84% | — | 119 | +134,840 | New | Q4 2025 | Feb 09, 2026 |
| Running Point Capital Advisors, LLC | History | Reduced | 133,934 | 11,046 | 3.01% | 3.13% | 120 | -11,948 | -8.19% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Reduced | 130,879 | 10,794 | 0.09% | 0.1% | 121 | -2,331 | -1.75% | Q4 2025 | Jan 26, 2026 |
| Tenzing Financial LLC | History | New | 130,712 | 10,781 | 8.75% | — | 122 | +130,712 | New | Q4 2025 | Feb 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 125,796 | 10,375 | 0.07% | 0.04% | 123 | +65,429 | 108.39% | Q4 2025 | Feb 18, 2026 |
| Prism Planning Partners LLC | History | New | 121,702 | 10,037 | 11.26% | — | 124 | +121,702 | New | Q4 2025 | Feb 11, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Reduced | 120,587 | 9,946 | 3.58% | 3.7% | 125 | -2,634 | -2.14% | Q4 2025 | Jan 14, 2026 |
| Convergence Financial, LLC | History | Added to | 119,357 | 9,844 | 1.44% | 1.36% | 126 | +6,089 | 5.38% | Q4 2025 | Feb 11, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Added to | 118,130 | 9,743 | 1.72% | 1.6% | 127 | +8,020 | 7.28% | Q4 2025 | Jan 15, 2026 |
| Legacy Private Trust Co. | History | Reduced | 117,701 | 9,707 | 0.57% | 0.57% | 128 | -2,320 | -1.93% | Q4 2025 | Jan 08, 2026 |
| Green Ridge Wealth Planning LLC | History | New | 117,401 | 9,683 | 4.95% | — | 129 | +117,401 | New | Q4 2025 | Mar 11, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 115,336 | 9,512 | 0.35% | 0.39% | 130 | +11,335 | 10.9% | Q4 2025 | Feb 09, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 115,048 | 9,489 | 1.23% | 1.26% | 131 | -7,376 | -6.02% | Q4 2025 | Jan 22, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | Added to | 113,853 | 9,390 | 0.62% | 0.47% | 132 | +29,318 | 34.68% | Q4 2025 | Jan 23, 2026 |
| Steele Capital Management, Inc. | History | Reduced | 112,948 | 9,315 | 0.4% | 0.41% | 133 | -1,271 | -1.11% | Q4 2025 | Jan 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 110,382 | 9,104 | 0.12% | 0.16% | 134 | +3,993 | 3.75% | Q4 2025 | Feb 06, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 110,353 | 9,101 | 0.34% | 0.02% | 135 | +106,155 | 2528.7% | Q4 2025 | Feb 04, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 105,685 | 8,716 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 103,979 | 8,576 | 0.51% | 0.5% | 137 | -4,266 | -3.94% | Q4 2025 | Jan 30, 2026 |
| ASPIRIANT, LLC | History | New | 102,726 | 8,472 | 0.24% | — | 138 | +102,726 | New | Q4 2025 | Jan 20, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 101,382 | 8,361 | 2.2% | 2.02% | 139 | +11,438 | 12.72% | Q4 2025 | Feb 06, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 101,071 | 8,336 | 0.46% | 0.47% | 140 | -16 | -0.02% | Q4 2025 | Jan 29, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 100,292 | 8,272 | 0.34% | 0.29% | 141 | +15,599 | 18.42% | Q4 2025 | Feb 09, 2026 |
| GW&K Investment Management, LLC | History | Added to | 100,213 | 8,266 | 0.07% | 0.06% | 142 | +14,973 | 17.57% | Q4 2025 | Feb 11, 2026 |
| rebel Financial LLC | History | New | 99,792 | 8,230 | 3.52% | — | 143 | +99,792 | New | Q4 2025 | Mar 27, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 95,475 | 8,140 | 4.17% | 3.95% | 144 | +7,552 | 8.59% | Q4 2025 | Jan 29, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 97,022 | 8,002 | 0.14% | 0.16% | 145 | +697 | 0.72% | Q4 2025 | Jan 16, 2026 |
| Wedmont Private Capital | History | Added to | 93,710 | 7,876 | 0.27% | 0.28% | 146 | +1,358 | 1.47% | Q4 2025 | Jan 08, 2026 |
| ALPS ADVISORS INC | History | No change | 93,500 | 7,711 | 0.04% | 0.04% | 147 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Beckerman Institutional, LLC | History | Reduced | 91,858 | 7,576 | 4.25% | 4.51% | 148 | -3,674 | -3.85% | Q4 2025 | Feb 10, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 91,751 | 7,567 | 0.13% | 0.12% | 149 | +3,402 | 3.85% | Q4 2025 | Jan 28, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 91,244 | 7,525 | 0.48% | 0.47% | 150 | +1,200 | 1.33% | Q4 2025 | Jan 23, 2026 |
| MBA Advisors LLC | History | Added to | 90,990 | 7,504 | 3.02% | 3.04% | 151 | +2,110 | 2.37% | Q4 2025 | Jan 21, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 89,576 | 7,388 | 0.14% | 0.14% | 152 | +5,445 | 6.47% | Q4 2025 | Feb 12, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Reduced | 87,273 | 7,198 | 3.41% | 3.64% | 153 | -2,589 | -2.88% | Q4 2025 | Jan 29, 2026 |
| David J Yvars Group | History | Added to | 86,596 | 7,142 | 3.8% | 3.5% | 154 | +5,158 | 6.33% | Q4 2025 | Jan 12, 2026 |
| Kaufman Rossin Wealth, LLC | History | Added to | 86,273 | 7,115 | 3.7% | 3.71% | 155 | +1,740 | 2.06% | Q4 2025 | Jan 14, 2026 |
| Solstein Capital, LLC | History | No change | 85,745 | 7,072 | 2.84% | 1.56% | 156 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 85,177 | 7,025 | 0.52% | 0.46% | 157 | -66 | -0.08% | Q4 2025 | Jan 23, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Reduced | 82,166 | 6,777 | 4.62% | 4.6% | 158 | -2,048 | -2.43% | Q4 2025 | Jan 16, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 81,298 | 6,705 | 0.21% | 0.21% | 159 | +1,399 | 1.75% | Q4 2025 | Jan 30, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 81,195 | 6,696 | 1.41% | 1.41% | 160 | +1,016 | 1.27% | Q4 2025 | Jan 29, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | Reduced | 78,858 | 6,504 | 3.57% | 3.61% | 161 | -993 | -1.24% | Q4 2025 | Feb 12, 2026 |
| DRAVO BAY LLC | History | Added to | 78,703 | 6,491 | 2.7% | 2.69% | 162 | +2,746 | 3.62% | Q4 2025 | Jan 27, 2026 |
| LTS Liquid Investments LLC | History | New | 76,767 | 6,331 | 6.02% | — | 163 | +76,767 | New | Q4 2025 | Feb 11, 2026 |
| Red Wave Investments LLC | History | Reduced | 76,727 | 6,328 | 1.88% | 1.92% | 164 | -1,529 | -1.95% | Q4 2025 | Feb 06, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 74,205 | 6,120 | 1.13% | 0.99% | 165 | +6,026 | 8.84% | Q4 2025 | Jan 27, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 74,130 | 6,114 | 3.55% | 3.52% | 166 | -230 | -0.31% | Q4 2025 | Jan 27, 2026 |
| Compass Wealth Management, LLC/GA | History | Added to | 73,738 | 6,081 | 2.5% | 2.42% | 167 | +5,708 | 8.39% | Q4 2025 | Feb 17, 2026 |
| Midwest Trust Co | History | No change | 73,231 | 6,040 | 0.08% | 0.08% | 168 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| PW ADVISORS, LLC \ FL | History | New | 72,051 | 5,942 | 4.77% | — | 169 | +72,051 | New | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | New | 71,650 | 5,909 | 0.0% | — | 170 | +71,650 | New | Q4 2025 | Feb 12, 2026 |
| Spire Wealth Management | History | Added to | 71,031 | 5,858 | 0.2% | 0.0% | 171 | +69,991 | 6729.9% | Q4 2025 | Jan 14, 2026 |
| Tanager Wealth Management LLP | History | Added to | 69,937 | 5,768 | 0.58% | 0.56% | 172 | +2,826 | 4.21% | Q4 2025 | Jan 26, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 65,560 | 5,407 | 0.03% | 0.02% | 173 | +7,517 | 12.95% | Q4 2025 | Jan 29, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 64,696 | 5,336 | 0.13% | 0.13% | 174 | -769 | -1.17% | Q4 2025 | Feb 13, 2026 |
| R. W. Roge & Company, Inc. | History | Reduced | 64,507 | 5,320 | 2.63% | 2.74% | 175 | -2,107 | -3.16% | Q4 2025 | Jan 23, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 64,202 | 5,295 | 0.07% | 0.05% | 176 | +13,960 | 27.79% | Q4 2025 | Jan 29, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Reduced | 64,029 | 5,281 | 3.61% | 3.92% | 177 | -3,243 | -4.82% | Q4 2025 | Jan 27, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 62,944 | 5,191 | 0.0% | 0.0% | 178 | +4,150 | 7.06% | Q4 2025 | Feb 17, 2026 |
| Cosner Financial Group, LLC | History | Added to | 62,921 | 5,189 | 2.65% | 2.46% | 179 | +5,803 | 10.16% | Q4 2025 | Jan 30, 2026 |
| HMV Wealth Advisors, LLC | History | Added to | 62,195 | 5,129 | 2.57% | 2.24% | 180 | +11,495 | 22.67% | Q4 2025 | Jan 20, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 61,855 | 5,101 | 0.19% | 0.19% | 181 | +368 | 0.6% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 61,791 | 5,096 | 0.02% | 0.02% | 182 | +6,131 | 11.02% | Q4 2025 | Feb 18, 2026 |
| Equitable Holdings, Inc. | History | Added to | 61,027 | 5,033 | 0.03% | 0.02% | 183 | +23,709 | 63.53% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 58,463 | 4,822 | 0.06% | 0.04% | 184 | -2,958 | -4.82% | Q4 2025 | Feb 13, 2026 |
| Sovereign Investment Advisors, LLC | History | New | 57,927 | 4,777 | 1.19% | — | 185 | +57,927 | New | Q4 2025 | Feb 13, 2026 |
| HBE Wealth Management, LLC | History | New | 56,590 | 4,667 | 4.39% | — | 186 | +56,590 | New | Q4 2025 | Jan 20, 2026 |
| Arbor Investment Advisors, LLC | History | Added to | 56,395 | 4,651 | 0.61% | 0.57% | 187 | +189 | 0.34% | Q4 2025 | Jan 23, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 56,112 | 4,628 | 0.47% | 0.52% | 188 | -490 | -0.87% | Q4 2025 | Feb 06, 2026 |
| Baird Financial Group, Inc. | History | Added to | 54,977 | 4,534 | 0.01% | 0.01% | 189 | +198 | 0.36% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 54,687 | 4,510 | 0.02% | 0.02% | 190 | -885 | -1.59% | Q4 2025 | Feb 17, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 52,563 | 4,492 | 0.14% | 0.17% | 191 | -11,824 | -18.36% | Q4 2025 | Jan 23, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 53,151 | 4,383 | 0.07% | — | 192 | +53,151 | New | Q4 2025 | Feb 13, 2026 |
| Asset Dedication, LLC | History | Added to | 52,180 | 4,303 | 0.28% | 0.26% | 193 | +3,327 | 6.81% | Q4 2025 | Jan 26, 2026 |
| Nolet Wealth Management, LLC | History | New | 51,422 | 4,241 | 2.36% | — | 194 | +51,422 | New | Q4 2025 | Feb 27, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 51,142 | 4,218 | 0.01% | 0.0% | 195 | +19,510 | 61.68% | Q4 2025 | Mar 16, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | New | 50,319 | 4,150 | 3.1% | — | 196 | +50,319 | New | Q4 2025 | Feb 10, 2026 |
| Probity Advisors, Inc. | History | Reduced | 49,415 | 4,075 | 0.65% | 0.65% | 197 | -666 | -1.33% | Q4 2025 | Jan 27, 2026 |
| FF Advisors,LLC | History | No change | 49,324 | 4,068 | 1.81% | 1.89% | 198 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Mueller Wealth, LLC | History | New | 49,176 | 4,056 | 3.36% | — | 199 | +49,176 | New | Q4 2025 | Feb 10, 2026 |
| National Wealth Management Group, LLC | History | Added to | 49,093 | 4,049 | 1.4% | 1.33% | 200 | +5,190 | 11.82% | Q4 2025 | Jan 12, 2026 |
| Strid Group, LLC | History | Added to | 47,660 | 3,930 | 0.49% | 0.48% | 201 | +841 | 1.8% | Q4 2025 | Jan 26, 2026 |
| Granite Bay Wealth Management, LLC | History | Added to | 46,072 | 3,800 | 0.91% | 0.89% | 202 | +3,259 | 7.61% | Q4 2025 | Feb 05, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 45,168 | 3,725 | 0.21% | 0.21% | 203 | +137 | 0.3% | Q4 2025 | Jan 14, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 44,123 | 3,639 | 0.07% | 0.01% | 204 | +39,469 | 848.07% | Q4 2025 | Feb 03, 2026 |
| Cloud Capital Management, LLC | History | Added to | 42,277 | 3,486 | 1.65% | 1.47% | 205 | +7,449 | 21.39% | Q4 2025 | Feb 12, 2026 |
| SteelPeak Wealth, LLC | History | New | 42,067 | 3,469 | 0.11% | — | 206 | +42,067 | New | Q4 2025 | Jan 20, 2026 |
| Greenspring Advisors, LLC | History | Added to | 41,518 | 3,424 | 0.21% | 0.31% | 207 | +19,986 | 92.82% | Q4 2025 | Feb 10, 2026 |
| Arsenal Capital Advisors LLC | History | New | 41,499 | 3,422 | 2.42% | — | 208 | +41,499 | New | Q4 2025 | Feb 11, 2026 |
| Quadrature Capital Ltd | History | Added to | 41,421 | 3,416 | 0.03% | 0.01% | 209 | +36,120 | 681.38% | Q4 2025 | Feb 17, 2026 |
| Cordant, Inc. | History | Reduced | 41,364 | 3,411 | 1.43% | 1.54% | 210 | -1,237 | -2.9% | Q4 2025 | Jan 12, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Added to | 41,085 | 3,388 | 1.03% | 0.82% | 211 | +10,182 | 32.95% | Q4 2025 | Jan 16, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 40,364 | 3,329 | 0.15% | 0.08% | 212 | +20,149 | 99.67% | Q4 2025 | Feb 17, 2026 |
| Inman Jager Wealth Management, LLC | History | Added to | 39,867 | 3,288 | 2.01% | 1.71% | 213 | +6,518 | 19.54% | Q4 2025 | Jan 26, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Reduced | 39,819 | 3,284 | 1.89% | 1.86% | 214 | -167 | -0.42% | Q4 2025 | Jan 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 39,807 | 3,283 | 0.02% | 0.02% | 215 | -597 | -1.48% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 39,359 | 3,246 | 0.0% | — | 216 | +39,359 | New | Q4 2025 | Feb 13, 2026 |
| JGP Wealth Management, LLC | History | New | 39,124 | 3,226 | 0.34% | — | 217 | +39,124 | New | Q4 2025 | Jan 12, 2026 |
| CWM, LLC | History | Added to | 38,554 | 3,180 | 0.01% | 0.01% | 218 | +2,456 | 6.8% | Q4 2025 | Jan 26, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 38,534 | 3,178 | 0.01% | 0.01% | 219 | -25 | -0.06% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Reduced | 38,501 | 3,175 | 0.07% | 0.09% | 220 | -4,758 | -11.0% | Q4 2025 | Feb 06, 2026 |
| Summit Financial, LLC | History | Added to | 38,222 | 3,152 | 0.05% | 0.04% | 221 | +5,668 | 17.41% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 38,133 | 3,145 | 0.0% | 0.0% | 222 | -555 | -1.43% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 37,136 | 3,062 | 0.05% | 0.0% | 223 | +35,557 | 2251.87% | Q4 2025 | Feb 06, 2026 |
| Unconventional Investor, LLC | History | Added to | 36,834 | 3,038 | 1.44% | 1.45% | 224 | +674 | 1.86% | Q4 2025 | Feb 05, 2026 |
| WealthShield Partners, LLC | History | Reduced | 36,163 | 2,982 | 0.33% | 0.37% | 225 | -4,428 | -10.91% | Q4 2025 | Feb 03, 2026 |
| Resolute Advisors LLC | History | Added to | 36,062 | 2,974 | 0.97% | 0.73% | 226 | +660 | 1.86% | Q4 2025 | Feb 11, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 35,397 | 2,919 | 0.02% | 0.02% | 227 | -70 | -0.2% | Q4 2025 | Jan 29, 2026 |
| GLENMEDE TRUST CO NA | History | New | 34,381 | 2,835 | 0.01% | — | 228 | +34,381 | New | Q4 2025 | Feb 17, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 33,433 | 2,757 | 1.25% | 1.12% | 229 | +2,035 | 6.48% | Q4 2025 | Jan 07, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | Reduced | 33,379 | 2,753 | 1.38% | 1.4% | 230 | -213 | -0.63% | Q4 2025 | Jan 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 33,867 | 2,727 | 0.07% | 0.04% | 231 | +5,158 | 17.97% | Q4 2025 | Feb 11, 2026 |
| OneAscent Financial Services LLC | History | New | 32,948 | 2,717 | 0.25% | — | 232 | +32,948 | New | Q4 2025 | Feb 11, 2026 |
| Vivaldi Capital Management LP | History | Added to | 32,506 | 2,681 | 0.36% | 0.33% | 233 | +3,096 | 10.53% | Q4 2025 | Feb 13, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Reduced | 32,203 | 2,656 | 0.73% | 0.71% | 234 | -200 | -0.62% | Q4 2025 | Feb 04, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 31,950 | 2,635 | 0.07% | 0.07% | 235 | +956 | 3.08% | Q4 2025 | Feb 17, 2026 |
| Belleair Asset Management, LLC | History | New | 31,775 | 2,620 | 2.49% | — | 236 | +31,775 | New | Q4 2025 | Jan 30, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | New | 31,743 | 2,618 | 1.71% | — | 237 | +31,743 | New | Q4 2025 | Apr 02, 2026 |
| Csenge Advisory Group | History | Added to | 31,521 | 2,599 | 0.12% | 0.1% | 238 | +4,593 | 17.06% | Q4 2025 | Feb 06, 2026 |
| COMERICA BANK | History | Added to | 31,487 | 2,597 | 0.01% | 0.01% | 239 | +7,156 | 29.41% | Q4 2025 | Jan 29, 2026 |
| Lauterbach Financial Advisors, LLC | History | Reduced | 31,475 | 2,596 | 1.27% | 1.36% | 240 | -2,301 | -6.81% | Q4 2025 | Feb 13, 2026 |
| FWG Investments, LLC. | History | Reduced | 31,431 | 2,592 | 1.65% | 1.83% | 241 | -1,914 | -5.74% | Q4 2025 | Jan 28, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | Added to | 31,079 | 2,563 | 1.44% | 1.43% | 242 | +610 | 2.0% | Q4 2025 | Jan 09, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | Reduced | 30,912 | 2,549 | 1.37% | 1.43% | 243 | -296 | -0.95% | Q4 2025 | Jan 29, 2026 |
| B&D White Capital Company, LLC | History | Added to | 30,765 | 2,537 | 0.29% | 0.29% | 244 | +2,171 | 7.59% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 30,400 | 2,507 | 0.01% | 0.01% | 245 | +2,784 | 10.08% | Q4 2025 | Feb 11, 2026 |
| FC Advisory LLC | History | Added to | 30,016 | 2,475 | 0.71% | 0.69% | 246 | +443 | 1.5% | Q4 2025 | Jan 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 29,119 | 2,401 | 0.0% | 0.0% | 247 | +24,615 | 546.51% | Q4 2025 | Mar 25, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 29,037 | 2,394 | 0.18% | 0.16% | 248 | +3,589 | 14.1% | Q4 2025 | Jan 16, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 28,986 | 2,390 | 0.06% | 0.06% | 249 | +2,411 | 9.07% | Q4 2025 | Feb 02, 2026 |
| Diversified Enterprises, LLC | History | Added to | 28,487 | 2,349 | 0.14% | 0.13% | 250 | +4,898 | 20.76% | Q4 2025 | Jan 28, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 28,330 | 2,336 | 0.12% | 0.12% | 251 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| VanderPol Investments L.L.C. | History | Added to | 28,290 | 2,333 | 4.06% | 3.82% | 252 | +1,185 | 4.37% | Q4 2025 | Feb 04, 2026 |
| Karras Company, Inc. | History | New | 27,296 | 2,251 | 2.2% | — | 253 | +27,296 | New | Q4 2025 | Feb 06, 2026 |
| Sigma Planning Corp | History | Added to | 26,628 | 2,196 | 0.06% | 0.06% | 254 | +783 | 3.03% | Q4 2025 | Jan 30, 2026 |
| Retirement Planning Group, LLC | History | Added to | 26,336 | 2,172 | 0.07% | 0.07% | 255 | +1 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 26,102 | 2,153 | 0.0% | 0.0% | 256 | +2,039 | 8.47% | Q4 2025 | Feb 11, 2026 |
| Advisory Services Network, LLC | History | Added to | 26,094 | 2,152 | 0.03% | 0.03% | 257 | +734 | 2.89% | Q4 2025 | Feb 17, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Reduced | 25,444 | 2,098 | 0.86% | 0.87% | 258 | -225 | -0.88% | Q4 2025 | Jan 09, 2026 |
| SMITH, MOORE & CO. | History | No change | 24,441 | 2,015 | 0.15% | 0.15% | 259 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| RHS Financial, LLC | History | Added to | 24,157 | 1,992 | 0.97% | 0.79% | 260 | +5,225 | 27.6% | Q4 2025 | Jan 16, 2026 |
| United Financial Planning Group LLC | History | Added to | 23,905 | 1,971 | 1.2% | 1.2% | 261 | +28 | 0.12% | Q4 2025 | Feb 11, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 22,780 | 1,966 | 0.24% | 0.26% | 262 | +918 | 4.2% | Q4 2025 | Feb 23, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 23,745 | 1,958 | 0.02% | 0.01% | 263 | +31 | 0.13% | Q4 2025 | Jan 05, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 23,627 | 1,948 | 0.02% | 0.02% | 264 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 23,507 | 1,938 | 0.0% | 0.0% | 265 | -11,035 | -31.95% | Q4 2025 | Feb 18, 2026 |
| LJI Wealth Management, LLC | History | Added to | 23,163 | 1,910 | 0.29% | 0.06% | 266 | +18,968 | 452.16% | Q4 2025 | Feb 03, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 23,129 | 1,907 | 0.11% | 0.08% | 268 | +4,844 | 26.49% | Q4 2025 | Jan 20, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 23,131 | 1,907 | 0.1% | 0.1% | 267 | -25 | -0.11% | Q4 2025 | Feb 03, 2026 |
| United Advisor Group, LLC | History | Added to | 22,874 | 1,886 | 0.24% | 0.24% | 269 | +405 | 1.8% | Q4 2025 | Jan 26, 2026 |
| CGN Advisors LLC | History | Added to | 22,407 | 1,848 | 0.15% | 0.14% | 270 | +539 | 2.46% | Q4 2025 | Jan 05, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 22,380 | 1,845 | 0.06% | 0.09% | 271 | -2,838 | -11.25% | Q4 2025 | Jan 20, 2026 |
| STEPHENS INC /AR/ | History | New | 21,925 | 1,808 | 0.02% | — | 272 | +21,925 | New | Q4 2025 | Feb 05, 2026 |
| K2 Financial Inc. | History | Added to | 21,391 | 1,800 | 1.39% | 1.32% | 273 | +790 | 3.83% | Q4 2025 | Jan 22, 2026 |
| Evensky & Katz LLC | History | Added to | 21,809 | 1,799 | 0.1% | 0.1% | 274 | +122 | 0.56% | Q4 2025 | Feb 05, 2026 |
| Savant Capital, LLC | History | Added to | 21,616 | 1,782 | 0.01% | 0.01% | 275 | +508 | 2.41% | Q4 2025 | Feb 10, 2026 |
| Equity Wealth Partners, LLC | History | Added to | 21,253 | 1,752 | 1.14% | 1.36% | 276 | +371 | 1.78% | Q4 2025 | Jan 26, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 20,732 | 1,709 | 0.67% | 0.58% | 278 | -4,718 | -18.54% | Q4 2025 | Feb 11, 2026 |
| Lido Advisors, LLC | History | Added to | 21,299 | 1,709 | 0.01% | 0.01% | 277 | +815 | 3.98% | Q4 2025 | Feb 10, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 20,686 | 1,706 | 0.09% | 0.09% | 279 | +1,620 | 8.5% | Q4 2025 | Jan 23, 2026 |
| Arista Wealth Management, LLC | History | No change | 20,574 | 1,696 | 0.21% | 0.21% | 280 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| E&G Advisors, LP | History | Added to | 20,445 | 1,686 | 0.38% | 0.29% | 281 | +4,692 | 29.78% | Q4 2025 | Jan 23, 2026 |
| BXM Wealth LLC | History | Added to | 20,412 | 1,683 | 1.3% | 0.43% | 282 | +14,712 | 258.11% | Q4 2025 | Jan 20, 2026 |
| LifePlan Investment Advisors, Inc. | History | Reduced | 20,315 | 1,675 | 0.68% | 1.04% | 283 | -10,767 | -34.64% | Q4 2025 | Feb 09, 2026 |
| IHT Wealth Management, LLC | History | Added to | 19,592 | 1,669 | 0.04% | 0.02% | 284 | +9,557 | 95.24% | Q4 2025 | Feb 17, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 19,930 | 1,643 | 0.16% | 0.16% | 285 | +194 | 0.98% | Q4 2025 | Feb 06, 2026 |
| Towne Trust Company, N.A | History | Added to | 19,851 | 1,637 | 0.51% | 0.38% | 286 | +5,137 | 34.91% | Q4 2025 | Jan 26, 2026 |
| Capital Analysts, LLC | History | Added to | 19,655 | 1,621 | 0.05% | 0.04% | 287 | +3,897 | 24.73% | Q4 2025 | Feb 11, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 19,407 | 1,600 | 0.39% | 0.7% | 289 | -19,337 | -49.91% | Q4 2025 | Jan 08, 2026 |
| Strategic Financial Planning, Inc. | History | Reduced | 19,403 | 1,600 | 0.91% | 0.91% | 288 | -127 | -0.65% | Q4 2025 | Feb 17, 2026 |
| Chicago Capital, LLC | History | Added to | 19,224 | 1,585 | 0.04% | 0.03% | 290 | +1,488 | 8.39% | Q4 2025 | Jan 26, 2026 |
| Apella Capital, LLC | History | Reduced | 18,991 | 1,566 | 0.03% | 0.03% | 291 | -228 | -1.19% | Q4 2025 | Jan 21, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 18,945 | 1,562 | 0.21% | — | 292 | +18,945 | New | Q4 2025 | Feb 04, 2026 |
| Kingdom Financial Group LLC. | History | New | 18,540 | 1,529 | 0.47% | — | 293 | +18,540 | New | Q4 2025 | Feb 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 18,266 | 1,506 | 0.0% | 0.01% | 294 | -14,212 | -43.76% | Q4 2025 | Feb 13, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 18,137 | 1,495 | 0.17% | 0.18% | 295 | +1,904 | 11.73% | Q4 2025 | Feb 11, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 18,092 | 1,492 | 0.0% | 0.0% | 296 | +2,630 | 17.01% | Q4 2025 | Feb 10, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 17,244 | 1,463 | 0.19% | 0.18% | 297 | +54 | 0.31% | Q4 2025 | Jan 14, 2026 |
| Neuberger Berman Group LLC | History | Added to | 17,689 | 1,458 | 0.0% | 0.0% | 298 | +4 | 0.02% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 17,568 | 1,449 | 0.03% | 0.03% | 299 | +1,957 | 12.54% | Q4 2025 | Feb 09, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 17,530 | 1,445 | 0.0% | 0.0% | 300 | -284,864 | -94.2% | Q4 2025 | Feb 17, 2026 |
| Indivisible Partners | History | New | 17,497 | 1,443 | 0.16% | — | 301 | +17,497 | New | Q4 2025 | Feb 03, 2026 |
| F&V Capital Management, LLC | History | No change | 17,110 | 1,411 | 0.3% | 0.31% | 302 | 0 | 0.0% | Q4 2025 | Mar 26, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 16,539 | 1,395 | 0.13% | 0.11% | 303 | +3,070 | 22.79% | Q4 2025 | Jan 22, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 16,687 | 1,376 | 0.05% | 0.04% | 304 | +1,624 | 10.78% | Q4 2025 | Feb 13, 2026 |
| Heritage Trust Co | History | Reduced | 16,616 | 1,370 | 0.14% | 0.14% | 305 | -367 | -2.16% | Q4 2025 | Feb 10, 2026 |
| Ascent Group, LLC | History | Reduced | 16,039 | 1,322 | 0.05% | 0.05% | 306 | -355 | -2.17% | Q4 2025 | Jan 20, 2026 |
| Verum Partners LLC | History | Reduced | 15,872 | 1,309 | 0.26% | 0.28% | 307 | -343 | -2.12% | Q4 2025 | Jan 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 15,796 | 1,302 | 0.0% | 0.0% | 308 | +521 | 3.41% | Q4 2025 | Feb 17, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 15,674 | 1,292 | 0.01% | 0.0% | 309 | +14,742 | 1581.76% | Q4 2025 | Jan 27, 2026 |
| Gotham Asset Management, LLC | History | No change | 14,885 | 1,227 | 0.0% | 0.01% | 310 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 14,680 | 1,210 | 0.57% | 0.56% | 311 | +140 | 0.96% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Added to | 14,400 | 1,187 | 0.0% | 0.0% | 312 | +648 | 4.71% | Q4 2025 | Jan 30, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | No change | 14,362 | 1,184 | 0.29% | 0.29% | 313 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 13,690 | 1,177 | 0.03% | 0.03% | 314 | -626 | -4.37% | Q4 2025 | Jan 28, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 14,279 | 1,177 | 0.27% | 0.28% | 315 | -305 | -2.09% | Q4 2025 | Jan 15, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 14,009 | 1,155 | 0.45% | 0.55% | 316 | -616 | -4.21% | Q4 2025 | Feb 06, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 13,983 | 1,153 | 0.06% | 0.07% | 317 | -1,013 | -6.76% | Q4 2025 | Feb 17, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 13,989 | 1,153 | 0.79% | 0.77% | 318 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | New | 13,959 | 1,151 | 0.0% | — | 319 | +13,959 | New | Q4 2025 | Feb 17, 2026 |
| Legacy Wealth Partners, LLC | History | New | 13,930 | 1,148 | 0.3% | — | 320 | +13,930 | New | Q4 2025 | Feb 17, 2026 |
| Tribridge Partners Financial LLC | History | No change | 13,882 | 1,144 | 0.48% | 0.51% | 321 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 13,689 | 1,129 | 0.01% | 0.01% | 322 | -190 | -1.37% | Q4 2025 | Feb 12, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 13,628 | 1,124 | 0.14% | 0.14% | 323 | +215 | 1.6% | Q4 2025 | Feb 13, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Reduced | 13,630 | 1,124 | 0.23% | 0.25% | 324 | -175 | -1.27% | Q4 2025 | Jan 09, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | Reduced | 13,559 | 1,118 | 0.05% | 0.06% | 325 | -3,099 | -18.6% | Q4 2025 | Jan 27, 2026 |
| Betterment LLC | History | Added to | 13,407 | 1,106 | 0.0% | 0.0% | 326 | +2,896 | 27.55% | Q4 2025 | Feb 12, 2026 |
| Tudor Financial Inc. | History | Added to | 13,400 | 1,105 | 0.57% | 0.53% | 327 | +1,039 | 8.41% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 13,345 | 1,100 | 0.0% | 0.0% | 328 | -19,550 | -59.43% | Q4 2025 | Mar 09, 2026 |
| Human Investing LLC | History | Added to | 12,804 | 1,056 | 0.15% | 0.15% | 329 | +261 | 2.08% | Q4 2025 | Jan 27, 2026 |
| Empire Financial Management Company, LLC | History | Added to | 12,523 | 1,032 | 0.22% | 0.23% | 330 | +124 | 1.0% | Q4 2025 | Feb 12, 2026 |
| Brookstone Capital Management | History | Reduced | 12,501 | 1,031 | 0.01% | 0.01% | 331 | -1,909 | -13.25% | Q4 2025 | Jan 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 12,469 | 1,028 | 0.01% | 0.01% | 332 | +6,845 | 121.71% | Q4 2025 | Jan 23, 2026 |
| Traveka Wealth, LLC | History | Reduced | 12,238 | 1,009 | 0.41% | 0.44% | 333 | -145 | -1.17% | Q4 2025 | Jan 08, 2026 |
| Tranquility Partners, LLC | History | Reduced | 12,080 | 996 | 0.36% | 0.33% | 334 | -107 | -0.88% | Q4 2025 | Feb 03, 2026 |
| Tactive Advisors, LLC | History | Added to | 11,852 | 977 | 0.29% | 0.23% | 335 | +1,716 | 16.93% | Q4 2025 | Jan 09, 2026 |
| Valpey Financial Services, LLC | History | Added to | 11,644 | 960 | 0.61% | 0.59% | 336 | +415 | 3.7% | Q4 2025 | Mar 04, 2026 |
| Visionary Wealth Advisors | History | Added to | 11,635 | 959 | 0.04% | 0.04% | 337 | +100 | 0.87% | Q4 2025 | Feb 13, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | No change | 11,615 | 958 | 0.34% | 0.37% | 338 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 11,575 | 954 | 0.01% | 0.0% | 339 | +4,531 | 64.32% | Q4 2025 | Feb 03, 2026 |
| Arkadios Wealth Advisors | History | Added to | 11,568 | 954 | 0.02% | 0.02% | 340 | +2,272 | 24.44% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 11,471 | 949 | 0.0% | 0.0% | 341 | +4,361 | 61.34% | Q4 2025 | Feb 05, 2026 |
| Twelve Points Wealth Management LLC | History | New | 11,126 | 944 | 0.21% | — | 342 | +11,126 | New | Q4 2025 | Jan 23, 2026 |
| MAI Capital Management | History | Added to | 11,408 | 940 | 0.01% | 0.0% | 343 | +1,448 | 14.54% | Q4 2025 | Feb 13, 2026 |
| Cogent Private Wealth, Inc. | History | New | 11,352 | 936 | 0.71% | — | 344 | +11,352 | New | Q4 2025 | Feb 10, 2026 |
| Vistica Wealth Advisors, LLC | History | New | 11,333 | 934 | 0.93% | — | 345 | +11,333 | New | Q4 2025 | Feb 13, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 11,314 | 933 | 0.1% | 0.1% | 346 | +43 | 0.38% | Q4 2025 | Feb 18, 2026 |
| Berman McAleer LLC | History | Added to | 11,300 | 932 | 0.13% | 0.09% | 347 | +2,920 | 34.84% | Q4 2025 | Feb 05, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 11,234 | 926 | 0.01% | 0.01% | 348 | -935 | -7.68% | Q4 2025 | Feb 13, 2026 |
| Independent Wealth Network Inc. | History | Added to | 11,198 | 923 | 0.28% | 0.25% | 349 | +1,587 | 16.51% | Q4 2025 | Jan 26, 2026 |
| Graney & King, LLC | History | Added to | 11,122 | 917 | 0.54% | 0.61% | 350 | +205 | 1.88% | Q4 2025 | Feb 13, 2026 |
| Compound Planning, Inc. | History | Added to | 11,115 | 916 | 0.03% | 0.03% | 351 | +3 | 0.03% | Q4 2025 | Feb 19, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | New | 11,059 | 912 | 0.17% | — | 352 | +11,059 | New | Q4 2025 | Feb 13, 2026 |
| Gainplan LLC | History | Reduced | 10,982 | 905 | 0.34% | 0.39% | 353 | -465 | -4.06% | Q4 2025 | Jan 23, 2026 |
| Parallel Advisors, LLC | History | Reduced | 10,939 | 902 | 0.02% | 0.02% | 354 | -109 | -0.99% | Q4 2025 | Feb 11, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 10,945 | 902 | 0.36% | 0.37% | 355 | +100 | 0.92% | Q4 2025 | Feb 11, 2026 |
| Rossmore Private Capital | History | New | 10,918 | 900 | 0.08% | — | 356 | +10,918 | New | Q4 2025 | Feb 05, 2026 |
| Fiduciary Wealth Partners, LLC | History | No change | 10,455 | 862 | 0.35% | 0.35% | 357 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 10,402 | 857 | 0.02% | 0.02% | 358 | +33 | 0.32% | Q4 2025 | Feb 02, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 10,368 | 855 | 0.09% | 0.11% | 359 | -2,625 | -20.2% | Q4 2025 | Feb 13, 2026 |
| TFB Advisors LLC | History | Added to | 10,026 | 826 | 0.23% | 0.23% | 360 | +70 | 0.7% | Q4 2025 | Feb 13, 2026 |
| CHOREO, LLC | History | Added to | 9,959 | 825 | 0.01% | 0.01% | 361 | +169 | 1.73% | Q4 2025 | Jan 23, 2026 |
| FIRST HORIZON CORP | History | Added to | 9,887 | 815 | 0.04% | 0.04% | 362 | +253 | 2.63% | Q4 2025 | Jan 27, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Reduced | 8,977 | 804 | 0.31% | 0.9% | 363 | -16,227 | -64.38% | Q4 2025 | Feb 12, 2026 |
| Matisse Capital | History | No change | 9,632 | 794 | 0.35% | 0.35% | 364 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Reduced | 9,607 | 792 | 0.23% | 0.31% | 365 | -2,877 | -23.05% | Q4 2025 | Feb 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 9,471 | 781 | 0.0% | 0.0% | 366 | +2,209 | 30.42% | Q4 2025 | Feb 12, 2026 |
| Manuka Financial, LLC | History | No change | 9,447 | 779 | 0.48% | 0.47% | 367 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 9,390 | 774 | 0.09% | 0.04% | 368 | +5,235 | 125.99% | Q4 2025 | Jan 13, 2026 |
| Berger Financial Group, Inc | History | No change | 9,350 | 771 | 0.04% | 0.04% | 369 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Mann Financial Group, Inc. | History | Added to | 9,298 | 766 | 0.74% | 0.38% | 370 | +4,499 | 93.75% | Q4 2025 | Feb 09, 2026 |
| Stratos Investment Management, LLC | History | Added to | 9,132 | 753 | 0.03% | 0.02% | 371 | +3,421 | 59.9% | Q4 2025 | Jan 20, 2026 |
| Discipline Wealth Solutions, LLC | History | Reduced | 9,133 | 753 | 0.14% | 0.2% | 372 | -115 | -1.24% | Q4 2025 | Jan 26, 2026 |
| Rede Wealth, LLC | History | New | 9,019 | 743 | 0.26% | — | 373 | +9,019 | New | Q4 2025 | Jan 23, 2026 |
| EP Wealth Advisors, LLC | History | New | 8,862 | 730 | 0.0% | — | 374 | +8,862 | New | Q4 2025 | Feb 18, 2026 |
| GeoWealth Management, LLC | History | Reduced | 8,859 | 730 | 0.03% | 0.03% | 375 | -2,443 | -21.62% | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 8,860 | 730 | 0.0% | 0.0% | 376 | -903 | -9.25% | Q4 2025 | Feb 13, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 8,731 | 720 | 0.64% | 0.67% | 377 | -300 | -3.32% | Q4 2025 | Jan 29, 2026 |
| Quantinno Capital Management LP | History | Added to | 8,647 | 713 | 0.0% | 0.0% | 378 | +3,117 | 56.37% | Q4 2025 | Feb 17, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 8,578 | 707 | 0.01% | 0.01% | 379 | -386 | -4.31% | Q4 2025 | Jan 23, 2026 |
| PFG Advisors | History | Added to | 8,522 | 702 | 0.03% | 0.03% | 380 | +91 | 1.08% | Q4 2025 | Jan 27, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 8,468 | 698 | 0.12% | — | 381 | +8,468 | New | Q4 2025 | Feb 12, 2026 |
| Parkwoods Wealth Partners, LLC | History | Reduced | 8,453 | 697 | 0.21% | 0.23% | 382 | -34 | -0.4% | Q4 2025 | Jan 15, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | Reduced | 8,378 | 691 | 0.64% | 1.13% | 383 | -6,741 | -44.59% | Q4 2025 | Jan 16, 2026 |
| Networth Advisors, LLC | History | New | 8,247 | 680 | 0.5% | — | 384 | +8,247 | New | Q4 2025 | Jan 22, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 8,147 | 671 | 0.0% | 0.03% | 385 | -1,897,286 | -99.57% | Q4 2025 | Feb 10, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 8,082 | 666 | 0.01% | 0.01% | 386 | +4,239 | 110.3% | Q4 2025 | Jan 29, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 8,064 | 665 | 0.33% | 0.35% | 387 | +119 | 1.5% | Q4 2025 | Feb 11, 2026 |
| Vise Technologies, Inc. | History | Added to | 8,043 | 663 | 0.01% | 0.02% | 388 | +2,886 | 55.96% | Q4 2025 | Feb 11, 2026 |
| Bonfire Financial | History | Reduced | 8,025 | 661 | 0.49% | 0.6% | 389 | -1,763 | -18.01% | Q4 2025 | Jan 27, 2026 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | History | No change | 7,276 | 639 | 0.46% | 0.44% | 390 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Lexington Hill Partners, LLC | History | New | 7,720 | 636 | 0.48% | — | 391 | +7,720 | New | Q4 2025 | Feb 19, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 7,703 | 635 | 0.05% | 0.05% | 392 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| REGIMEN WEALTH, LLC | History | Added to | 7,689 | 634 | 0.19% | 0.18% | 393 | +89 | 1.17% | Q4 2025 | Feb 09, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 7,661 | 631 | 0.02% | 0.03% | 394 | -3,509 | -31.41% | Q4 2025 | Feb 05, 2026 |
| ARWA LLC | History | New | 7,577 | 624 | 0.36% | — | 395 | +7,577 | New | Q4 2025 | Feb 27, 2026 |
| James J. Burns & Company, LLC | History | No change | 7,560 | 623 | 0.09% | 0.09% | 396 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| HB Wealth Management, LLC | History | Added to | 7,546 | 622 | 0.0% | 0.0% | 397 | +418 | 5.86% | Q4 2025 | Jan 28, 2026 |
| Elyxium Wealth, LLC | History | Added to | 7,372 | 608 | 0.17% | 0.17% | 398 | +1,362 | 22.66% | Q4 2025 | Feb 05, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 7,285 | 600 | 0.01% | 0.01% | 399 | -160 | -2.15% | Q4 2025 | Feb 13, 2026 |
| Mutual Advisors, LLC | History | Added to | 7,243 | 597 | 0.01% | 0.01% | 401 | +107 | 1.5% | Q4 2025 | Feb 02, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 7,247 | 597 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | No change | 7,125 | 587 | 0.27% | 0.27% | 402 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | No change | 7,120 | 587 | 0.44% | 0.45% | 403 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| J. Team Financial, Inc. | History | New | 7,092 | 584 | 0.58% | — | 404 | +7,092 | New | Q4 2025 | Jan 29, 2026 |
| Balanced Rock Investment Advisors LLC | History | Reduced | 7,001 | 577 | 0.41% | 0.42% | 405 | -123 | -1.73% | Q4 2025 | Feb 13, 2026 |
| NewEdge Wealth, LLC | History | Added to | 6,965 | 574 | 0.01% | 0.01% | 406 | +3 | 0.04% | Q4 2025 | Feb 03, 2026 |
| SAPIENT CAPITAL LLC | History | Reduced | 6,841 | 567 | 0.01% | 0.01% | 407 | -4,687 | -40.66% | Q4 2025 | Feb 05, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | No change | 6,784 | 559 | 0.08% | 0.07% | 408 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 6,770 | 558 | 0.0% | 0.0% | 409 | +2,543 | 60.16% | Q4 2025 | Feb 17, 2026 |
| Klingman & Associates, LLC | History | No change | 6,749 | 556 | 0.03% | 0.03% | 410 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 6,716 | 553 | 0.05% | 0.05% | 411 | +105 | 1.59% | Q4 2025 | Jan 07, 2026 |
| Thayer Financial, L.L.C. | History | New | 6,691 | 551 | 0.58% | — | 412 | +6,691 | New | Q4 2025 | Jan 12, 2026 |
| CORRADO ADVISORS, LLC | History | Added to | 6,648 | 548 | 0.27% | 0.28% | 413 | +239 | 3.73% | Q4 2025 | Feb 10, 2026 |
| SFG Wealth Management, LLC. | History | Reduced | 6,593 | 543 | 0.21% | 0.23% | 414 | -146 | -2.17% | Q4 2025 | Feb 03, 2026 |
| Riverview Trust Co | History | No change | 6,543 | 539 | 0.65% | 0.63% | 415 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Prospera Financial Services Inc | History | Reduced | 6,500 | 536 | 0.01% | 0.01% | 416 | -134 | -2.02% | Q4 2025 | Feb 09, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 6,445 | 531 | 0.03% | 0.04% | 417 | -1,022 | -13.69% | Q4 2025 | Feb 04, 2026 |
| Williams & Novak, LLC | History | No change | 6,450 | 531 | 0.4% | 0.4% | 418 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Winter & Associates, Inc. | History | New | 6,357 | 524 | 0.48% | — | 419 | +6,357 | New | Q4 2025 | Feb 13, 2026 |
| Cannell & Spears LLC | History | No change | 6,295 | 519 | 0.01% | 0.01% | 420 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EJMK Ventures LLC | History | New | 6,276 | 517 | 0.32% | — | 421 | +6,276 | New | Q4 2025 | Mar 03, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | New | 5,963 | 512 | 0.56% | — | 422 | +5,963 | New | Q4 2025 | Mar 02, 2026 |
| One Day In July LLC | History | Reduced | 6,075 | 501 | 0.04% | 0.04% | 423 | -24 | -0.39% | Q4 2025 | Feb 04, 2026 |
| IFG Advisors, LLC | History | Added to | 6,062 | 500 | 0.08% | 0.08% | 424 | +60 | 1.0% | Q4 2025 | Jan 13, 2026 |
| Secure Asset Management, LLC | History | Reduced | 6,037 | 497 | 0.08% | 0.09% | 425 | -534 | -8.13% | Q4 2025 | Jan 20, 2026 |
| Nova R Wealth, Inc. | History | New | 5,931 | 489 | 0.18% | — | 426 | +5,931 | New | Q4 2025 | Jan 14, 2026 |
| StoneX Group Inc. | History | Reduced | 5,826 | 480 | 0.02% | 0.04% | 427 | -4,915 | -45.76% | Q4 2025 | Feb 12, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 5,826 | 480 | 0.17% | 0.19% | 428 | -681 | -10.47% | Q4 2025 | Jan 22, 2026 |
| Continuum Advisory, LLC | History | New | 5,807 | 478 | 0.05% | — | 429 | +5,807 | New | Q4 2025 | Feb 11, 2026 |
| Endowment Wealth Management, Inc. | History | Reduced | 5,784 | 477 | 0.22% | 0.97% | 431 | -20,887 | -78.31% | Q4 2025 | Feb 09, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 5,794 | 477 | 0.0% | 0.0% | 430 | +840 | 16.96% | Q4 2025 | Jan 30, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 5,782 | 476 | 0.1% | 0.1% | 433 | +1,124 | 24.13% | Q4 2025 | Feb 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 5,772 | 476 | 0.03% | 0.03% | 432 | -599 | -9.4% | Q4 2025 | Jan 26, 2026 |
| Balefire, LLC | History | Added to | 5,760 | 475 | 0.09% | 0.08% | 434 | +672 | 13.21% | Q4 2025 | Jan 12, 2026 |
| Arcadia Wealth Management, LLC | History | Added to | 5,752 | 474 | 0.18% | 0.18% | 435 | +21 | 0.37% | Q4 2025 | Feb 03, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 5,736 | 473 | 0.17% | 0.16% | 436 | +926 | 19.25% | Q4 2025 | Feb 09, 2026 |
| Choate Investment Advisors | History | No change | 5,494 | 453 | 0.01% | 0.01% | 437 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Diversified Trust Co | History | Added to | 5,484 | 452 | 0.01% | 0.01% | 438 | +42 | 0.77% | Q4 2025 | Jan 09, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 5,400 | 445 | 0.14% | 0.26% | 439 | -8,103 | -60.01% | Q4 2025 | Feb 02, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 5,384 | 444 | 0.03% | 0.02% | 440 | +831 | 18.25% | Q4 2025 | Feb 18, 2026 |
| City State Bank | History | Reduced | 5,362 | 442 | 0.12% | 0.12% | 441 | -15 | -0.28% | Q4 2025 | Jan 28, 2026 |
| Capstone Wealth Management, LLC | History | Added to | 5,357 | 441 | 0.32% | 0.33% | 442 | +32 | 0.6% | Q4 2025 | Jan 20, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 5,344 | 440 | 0.01% | 0.01% | 443 | -200 | -3.61% | Q4 2025 | Feb 10, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 5,260 | 433 | 0.03% | 0.03% | 444 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Sound Income Strategies, LLC | History | Added to | 5,061 | 432 | 0.02% | 0.02% | 445 | +1,459 | 40.51% | Q4 2025 | Jan 21, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Added to | 5,248 | 432 | 0.1% | 0.09% | 446 | +654 | 14.24% | Q4 2025 | Feb 11, 2026 |
| CENTRAL TRUST Co | History | Added to | 5,214 | 430 | 0.01% | 0.01% | 447 | +25 | 0.48% | Q4 2025 | Feb 02, 2026 |
| Opulen Financial Group LLC | History | Added to | 5,210 | 429 | 0.31% | 0.31% | 448 | +95 | 1.86% | Q4 2025 | Feb 10, 2026 |
| Merited Wealth, LLC | History | New | 5,099 | 420 | 0.39% | — | 449 | +5,099 | New | Q4 2025 | Mar 26, 2026 |
| Apeiron RIA LLC | History | Reduced | 5,070 | 418 | 0.08% | 0.09% | 450 | -34 | -0.67% | Q4 2025 | Feb 03, 2026 |
| Mascoma Wealth Management LLC | History | No change | 5,044 | 416 | 0.09% | 0.09% | 451 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Rossby Financial, LCC | History | Added to | 5,003 | 412 | 0.13% | 0.13% | 453 | +9 | 0.18% | Q4 2025 | Feb 12, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 5,000 | 412 | 0.01% | 0.01% | 452 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 4,978 | 410 | 0.0% | 0.46% | 454 | -778,525 | -99.36% | Q4 2025 | Feb 13, 2026 |
| Alteri Wealth LLC | History | Reduced | 4,864 | 401 | 0.13% | 0.14% | 455 | -68 | -1.38% | Q4 2025 | Feb 11, 2026 |
| Bensler, LLC | History | Added to | 4,836 | 398 | 0.04% | 0.04% | 457 | +621 | 14.73% | Q4 2025 | Feb 04, 2026 |
| Valmark Advisers, Inc. | History | Added to | 4,837 | 398 | 0.0% | 0.0% | 456 | +453 | 10.33% | Q4 2025 | Jan 26, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 4,779 | 394 | 0.0% | 0.0% | 458 | +221 | 4.85% | Q4 2025 | Jan 21, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 4,579 | 388 | 0.02% | 0.02% | 459 | +159 | 3.6% | Q4 2025 | Feb 03, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | New | 4,690 | 386 | 0.39% | — | 460 | +4,690 | New | Q4 2025 | Jan 14, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 4,538 | 376 | 0.01% | 0.01% | 461 | +3,013 | 197.57% | Q4 2025 | Feb 13, 2026 |
| Schrum Private Wealth Management LLC | History | Added to | 4,551 | 375 | 0.28% | 0.25% | 462 | +229 | 5.3% | Q4 2025 | Feb 17, 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | History | Added to | 4,502 | 371 | 0.11% | 0.11% | 463 | +82 | 1.86% | Q4 2025 | Feb 04, 2026 |
| Ironwood Wealth Management, LLC. | History | New | 4,485 | 369 | 0.11% | — | 464 | +4,485 | New | Q4 2025 | Feb 02, 2026 |
| WMG Financial Advisors, LLC | History | Reduced | 4,361 | 359 | 0.15% | 0.12% | 465 | -90 | -2.02% | Q4 2025 | Jan 28, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 4,315 | 355 | 0.11% | 0.11% | 466 | -8 | -0.19% | Q4 2025 | Jan 23, 2026 |
| HSBC HOLDINGS PLC | History | New | 4,256 | 351 | 0.0% | — | 467 | +4,256 | New | Q4 2025 | Mar 20, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 4,118 | 351 | 0.04% | 0.04% | 468 | -397 | -8.79% | Q4 2025 | Feb 13, 2026 |
| Lynx Investment Advisory | History | Reduced | 4,256 | 351 | 0.19% | 0.21% | 469 | -30 | -0.7% | Q4 2025 | Feb 05, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 4,247 | 350 | 0.08% | 0.08% | 470 | +300 | 7.6% | Q4 2025 | Jan 09, 2026 |
| Sowell Financial Services LLC | History | Added to | 4,194 | 345 | 0.01% | 0.01% | 471 | +64 | 1.55% | Q4 2025 | Jan 21, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 4,160 | 343 | 0.0% | 0.0% | 472 | +229 | 5.83% | Q4 2025 | Feb 13, 2026 |
| Fermata Advisors, LLC | History | Reduced | 4,147 | 342 | 0.08% | 0.08% | 473 | -4 | -0.1% | Q4 2025 | Jan 08, 2026 |
| Second Line Capital, LLC | History | Added to | 4,133 | 340 | 0.07% | 0.07% | 474 | +75 | 1.85% | Q4 2025 | Feb 17, 2026 |
| COMMERCE BANK | History | No change | 4,064 | 335 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NorthLanding Financial Partners, LLC | History | No change | 4,070 | 335 | 0.27% | 0.27% | 476 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 4,050 | 334 | 0.01% | 0.01% | 477 | +107 | 2.71% | Q4 2025 | Feb 12, 2026 |
| Fairvoy Private Wealth, LLC | History | No change | 4,051 | 334 | 0.07% | 0.07% | 478 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 4,017 | 331 | 0.0% | 0.0% | 479 | -40 | -0.99% | Q4 2025 | Jan 21, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 4,008 | 330 | 0.01% | 0.01% | 480 | +65 | 1.65% | Q4 2025 | Feb 09, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | New | 3,959 | 326 | 0.32% | — | 481 | +3,959 | New | Q4 2025 | Jan 26, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 3,901 | 321 | 0.05% | 0.05% | 482 | +45 | 1.17% | Q4 2025 | Feb 24, 2026 |
| Slagle Financial, LLC | History | Reduced | 3,886 | 320 | 0.11% | 0.12% | 483 | -195 | -4.78% | Q4 2025 | Jan 26, 2026 |
| BAM Wealth Management, LLC | History | Reduced | 3,860 | 318 | 0.23% | 0.27% | 484 | -453 | -10.5% | Q4 2025 | Jan 20, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 3,847 | 317 | 0.27% | 0.29% | 485 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WHITTIER TRUST CO | History | Reduced | 3,719 | 313 | 0.0% | 0.0% | 486 | -170 | -4.37% | Q4 2025 | Jan 26, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 3,787 | 312 | 0.01% | 0.01% | 487 | +36 | 0.96% | Q4 2025 | Jan 30, 2026 |
| Sunbelt Securities, Inc. | History | No change | 3,783 | 312 | 0.02% | 0.02% | 488 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| XTX Topco Ltd | History | New | 3,751 | 309 | 0.01% | — | 489 | +3,751 | New | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 3,734 | 307 | 0.0% | 0.0% | 490 | +146 | 4.07% | Q4 2025 | Feb 02, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 3,720 | 306 | 0.0% | 0.0% | 491 | +2,847 | 326.12% | Q4 2025 | Feb 17, 2026 |
| Charis Legacy Partners, LLC | History | No change | 3,710 | 306 | 0.45% | 0.44% | 492 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | New | 3,627 | 299 | 0.08% | — | 493 | +3,627 | New | Q4 2025 | Jan 14, 2026 |
| Portside Wealth Group, LLC | History | No change | 3,618 | 298 | 0.04% | 0.04% | 494 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | New | 3,591 | 296 | 0.02% | — | 495 | +3,591 | New | Q4 2025 | Jan 28, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Reduced | 3,581 | 295 | 0.17% | 0.18% | 497 | -205 | -5.41% | Q4 2025 | Jan 21, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 3,585 | 295 | 0.01% | 0.01% | 496 | -132 | -3.55% | Q4 2025 | Feb 09, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 3,494 | 288 | 0.18% | 0.19% | 498 | +25 | 0.72% | Q4 2025 | Jan 29, 2026 |
| Evercore Wealth Management, LLC | History | No change | 3,491 | 287 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Brooklyn Investment Group | History | New | 3,429 | 283 | 0.01% | — | 500 | +3,429 | New | Q4 2025 | Feb 12, 2026 |
| Curi Capital, LLC | History | No change | 3,400 | 280 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,315 | 273 | 0.0% | 0.0% | 502 | +2,574 | 347.37% | Q4 2025 | Feb 17, 2026 |
| Cypress Capital Group | History | No change | 3,321 | 273 | 0.03% | 0.03% | 503 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| OBSIDIAN CIO, LLC | History | New | 3,270 | 269 | 0.4% | — | 504 | +3,270 | New | Q4 2025 | Feb 18, 2026 |
| High Probability Advisors, LLC | History | New | 3,240 | 267 | 0.04% | — | 505 | +3,240 | New | Q4 2025 | Jan 29, 2026 |
| WPG Advisers, LLC | History | Added to | 3,249 | 267 | 0.2% | 0.19% | 506 | +147 | 4.74% | Q4 2025 | Jan 28, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 3,222 | 265 | 0.09% | 0.09% | 507 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| AIRE ADVISORS, LLC | History | No change | 3,208 | 264 | 0.05% | 0.05% | 508 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Carroll Advisory Group, LLC | History | New | 3,191 | 263 | 0.11% | — | 509 | +3,191 | New | Q4 2025 | Feb 09, 2026 |
| New Republic Capital, LLC | History | New | 3,186 | 262 | 0.07% | — | 510 | +3,186 | New | Q4 2025 | Feb 10, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 3,139 | 258 | 0.08% | 0.08% | 511 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Opes Wealth Management LLC | History | No change | 3,124 | 257 | 0.04% | 0.04% | 512 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 3,113 | 256 | 0.08% | 0.04% | 513 | +82 | 2.71% | Q4 2025 | Jan 27, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 3,101 | 255 | 0.01% | 0.01% | 514 | -3 | -0.1% | Q4 2025 | Jan 22, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 3,076 | 253 | 0.0% | — | 516 | +3,076 | New | Q4 2025 | Jan 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 3,069 | 253 | 0.0% | 0.01% | 515 | -2,251 | -42.31% | Q4 2025 | Jan 16, 2026 |
| Insight Advisors, LLC/ PA | History | No change | 3,000 | 247 | 0.04% | 0.04% | 517 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MATHER GROUP, LLC. | History | Added to | 2,992 | 246 | 0.0% | 0.0% | 518 | +876 | 41.4% | Q4 2025 | Jan 13, 2026 |
| Harfst & Associates, Inc. | History | No change | 2,975 | 245 | 0.04% | 0.04% | 519 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GTS SECURITIES LLC | History | Reduced | 2,964 | 244 | 0.01% | 0.02% | 520 | -3,662 | -55.27% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 2,948 | 243 | 0.0% | 0.0% | 521 | +2,511 | 574.6% | Q4 2025 | Feb 17, 2026 |
| MASECO LLP | History | Reduced | 2,903 | 239 | 0.01% | 0.01% | 524 | -465 | -13.81% | Q4 2025 | Jan 22, 2026 |
| Lakeshore Capital Group, Inc. | History | Added to | 2,902 | 239 | 0.19% | 0.18% | 523 | +53 | 1.86% | Q4 2025 | Jan 21, 2026 |
| Fairman Group, LLC | History | Reduced | 2,906 | 239 | 0.19% | 0.19% | 522 | -32 | -1.09% | Q4 2025 | Feb 13, 2026 |
| FSA Advisors, Inc. | History | New | 122,901 | 237 | 0.16% | — | 525 | +122,901 | New | Q4 2025 | Feb 02, 2026 |
| SMART Wealth LLC | History | Added to | 2,867 | 236 | 0.07% | 0.08% | 526 | +261 | 10.02% | Q4 2025 | Jan 26, 2026 |
| Facet Wealth, Inc. | History | Added to | 2,704 | 235 | 0.0% | 0.0% | 528 | +96 | 3.68% | Q4 2025 | Jan 29, 2026 |
| Caprock Group, LLC | History | No change | 2,861 | 235 | 0.0% | 0.01% | 527 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Golden State Wealth Management, LLC | History | No change | 2,826 | 233 | 0.02% | 0.02% | 529 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 2,823 | 232 | 0.0% | 0.0% | 530 | +191 | 7.26% | Q4 2025 | Feb 17, 2026 |
| Ethos Financial Group, LLC | History | No change | 2,780 | 229 | 0.02% | 0.02% | 531 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | Reduced | 2,756 | 227 | 0.15% | 0.15% | 532 | -7 | -0.25% | Q4 2025 | Feb 09, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | New | 2,716 | 224 | 0.01% | — | 533 | +2,716 | New | Q4 2025 | Feb 13, 2026 |
| Sovereign Financial Group, Inc. | History | New | 2,689 | 221 | 0.04% | — | 534 | +2,689 | New | Q4 2025 | Jan 07, 2026 |
| Colter Lewis Investment Partners LLC | History | New | 2,648 | 218 | 0.25% | — | 535 | +2,648 | New | Q4 2025 | Feb 17, 2026 |
| LifeWealth Investments, LLC | History | New | 2,620 | 216 | 0.07% | — | 536 | +2,620 | New | Q4 2025 | Jan 26, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 2,607 | 215 | 0.04% | 0.04% | 537 | -35 | -1.32% | Q4 2025 | Feb 12, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 2,604 | 214 | 0.06% | 0.06% | 538 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Investment Advisory Group, LLC | History | New | 2,559 | 211 | 0.05% | — | 539 | +2,559 | New | Q4 2025 | Jan 23, 2026 |
| West Wealth Group, LLC | History | Added to | 2,543 | 209 | 0.04% | 0.05% | 540 | +34 | 1.36% | Q4 2025 | Jan 26, 2026 |
| Summit Trail Advisors, LLC | History | No change | 2,526 | 208 | 0.0% | 0.0% | 541 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Amplius Wealth Advisors, LLC | History | New | 2,521 | 207 | 0.02% | — | 542 | +2,521 | New | Q4 2025 | Jan 12, 2026 |
| Compass Ion Advisors, LLC | History | New | 2,448 | 201 | 0.02% | — | 543 | +2,448 | New | Q4 2025 | Jan 29, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | New | 2,427 | 200 | 0.0% | — | 544 | +2,427 | New | Q4 2025 | Feb 02, 2026 |
| Crewe Advisors LLC | History | No change | 2,327 | 191 | 0.02% | 0.02% | 545 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Integrity Financial Corp /WA | History | New | 2,256 | 186 | 0.09% | — | 546 | +2,256 | New | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,951 | 160 | 0.01% | 0.01% | 547 | -32 | -1.61% | Q4 2025 | Jan 26, 2026 |
| DV Trading LLC | History | New | 1,800 | 148 | 0.0% | — | 548 | +1,800 | New | Q4 2025 | Feb 17, 2026 |
| Trust Co | History | Reduced | 1,768 | 145 | 0.01% | 0.02% | 549 | -873 | -33.06% | Q4 2025 | Jan 15, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,733 | 142 | 0.0% | 0.01% | 551 | -1,286 | -42.6% | Q4 2025 | Jan 13, 2026 |
| First PREMIER Bank | History | No change | 1,716 | 142 | 0.03% | 0.03% | 550 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| AlphaCore Capital LLC | History | No change | 1,664 | 137 | 0.0% | 0.0% | 552 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 1,569 | 132 | 0.0% | 0.0% | 553 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 1,548 | 127 | 0.0% | 0.0% | 554 | +1,201 | 346.11% | Q4 2025 | Feb 12, 2026 |
| Caldwell Trust Co | History | No change | 1,547 | 127 | 0.01% | 0.01% | 555 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 1,478 | 121 | 0.07% | — | 556 | +1,478 | New | Q4 2025 | Feb 11, 2026 |
| FRANKLIN RESOURCES INC | History | New | 1,419 | 117 | 0.0% | — | 557 | +1,419 | New | Q4 2025 | Feb 11, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 3,430 | 113 | 0.01% | 0.03% | 558 | +634 | 22.68% | Q4 2025 | Jan 21, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,372 | 113 | 0.0% | 0.0% | 559 | -400 | -22.57% | Q4 2025 | Feb 17, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 1,337 | 110 | 0.11% | — | 560 | +1,337 | New | Q4 2025 | Feb 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 1,240 | 102 | 0.0% | 0.0% | 561 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Nemes Rush Group LLC | History | No change | 1,204 | 99 | 0.01% | 0.01% | 562 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 1,183 | 97 | 0.0% | 0.0% | 563 | -3,418 | -74.29% | Q4 2025 | Feb 12, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 1,177 | 97 | 0.03% | 0.1% | 564 | -44 | -3.6% | Q4 2025 | Feb 17, 2026 |
| Turim 21 Investimentos Ltda. | History | No change | 1,133 | 93 | 0.04% | 0.03% | 565 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Archer Investment Corp | History | Added to | 972 | 80 | 0.02% | 0.02% | 567 | +119 | 13.95% | Q4 2025 | Jan 30, 2026 |
| Security National Bank | History | No change | 976 | 80 | 0.01% | 0.01% | 566 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| SIGNATUREFD, LLC | History | No change | 900 | 74 | 0.0% | 0.0% | 568 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 852 | 70 | 0.0% | 0.0% | 569 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 831 | 68 | 0.0% | 0.01% | 570 | -131 | -13.62% | Q4 2025 | Feb 06, 2026 |
| Avion Wealth | History | No change | 835 | 68 | 0.01% | 0.01% | 571 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 785 | 64 | 0.01% | 0.01% | 572 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Ancora Advisors LLC | History | Added to | 689 | 56 | 0.0% | 0.0% | 573 | +307 | 80.37% | Q4 2025 | Feb 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 668 | 55 | 0.0% | 0.0% | 574 | +133 | 24.86% | Q4 2025 | Feb 09, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 665 | 54 | 0.0% | 0.0% | 576 | -402 | -37.68% | Q4 2025 | Jan 28, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 659 | 54 | 0.0% | 0.0% | 575 | +149 | 29.22% | Q4 2025 | Jan 21, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 626 | 51 | 0.03% | 0.03% | 577 | -370 | -37.15% | Q4 2025 | Feb 18, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 603 | 49 | 0.04% | 0.04% | 578 | +11 | 1.86% | Q4 2025 | Jan 26, 2026 |
| Arax Advisory Partners | History | New | 582 | 48 | 0.0% | — | 579 | +582 | New | Q4 2025 | Feb 13, 2026 |
| FIDUCIARY ADVISORS, INC. | History | New | 522 | 43 | 0.03% | — | 580 | +522 | New | Q4 2025 | Jan 27, 2026 |
| Cetera Trust Company, N.A | History | New | 517 | 42 | 0.02% | — | 582 | +517 | New | Q4 2025 | Feb 13, 2026 |
| Paladin Advisory Group, LLC | History | No change | 511 | 42 | 0.03% | 0.03% | 581 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Glassy Mountain Advisors, Inc. | History | No change | 508 | 41 | 0.01% | 0.01% | 583 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CX Institutional | History | New | 463 | 38 | 0.0% | — | 584 | +463 | New | Q4 2025 | Feb 02, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 462 | 38 | 0.02% | 0.02% | 585 | +32 | 7.44% | Q4 2025 | Feb 03, 2026 |
| MidFirst Bank | History | New | 397 | 32 | 0.0% | — | 587 | +397 | New | Q4 2025 | Feb 25, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 392 | 32 | 0.0% | 0.0% | 586 | -31 | -7.33% | Q4 2025 | Jan 28, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 379 | 31 | 0.01% | 0.02% | 589 | -429 | -53.09% | Q4 2025 | Feb 05, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 384 | 31 | 0.01% | 0.0% | 588 | +234 | 156.0% | Q4 2025 | Feb 10, 2026 |
| Murphy & Mullick Capital Management Corp | History | New | 368 | 30 | 0.02% | — | 590 | +368 | New | Q4 2025 | Feb 10, 2026 |
| Root Financial Partners, LLC | History | Reduced | 341 | 28 | 0.0% | 0.0% | 593 | -166 | -32.74% | Q4 2025 | Feb 10, 2026 |
| Deane Retirement Strategies, Inc. | History | Added to | 344 | 28 | 0.01% | 0.01% | 592 | +72 | 26.47% | Q4 2025 | Jan 28, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 341 | 28 | 0.0% | 0.0% | 591 | +68 | 24.91% | Q4 2025 | Feb 09, 2026 |
| Blue Trust, Inc. | History | Reduced | 336 | 27 | 0.0% | 0.0% | 594 | -305 | -47.58% | Q4 2025 | Jan 16, 2026 |
| Center for Financial Planning, Inc. | History | No change | 323 | 26 | 0.0% | 0.0% | 595 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| YANKCOM Partnership | History | No change | 307 | 25 | 0.01% | 0.01% | 596 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 283 | 23 | 0.01% | — | 598 | +283 | New | Q4 2025 | Feb 19, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 284 | 23 | 0.0% | 0.0% | 597 | +197 | 226.44% | Q4 2025 | Jan 15, 2026 |
| Westside Investment Management, Inc. | History | No change | 260 | 21 | 0.0% | 0.0% | 599 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| High Note Wealth, LLC | History | No change | 255 | 21 | 0.0% | 0.0% | 600 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 248 | 20 | 0.0% | 0.0% | 601 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Clearstead Advisors, LLC | History | New | 235 | 19 | 0.0% | — | 602 | +235 | New | Q4 2025 | Feb 09, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 241 | 19 | 0.0% | 0.0% | 603 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Investors Research Corp | History | No change | 200 | 16 | 0.0% | 0.0% | 604 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| NBC SECURITIES, INC. | History | New | 188 | 15 | 0.0% | — | 605 | +188 | New | Q4 2025 | Jan 29, 2026 |
| Legacy Bridge, LLC | History | No change | 187 | 15 | 0.01% | 0.01% | 606 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 170 | 14 | 0.0% | — | 607 | +170 | New | Q4 2025 | Jan 21, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 170 | 14 | 0.01% | — | 608 | +170 | New | Q4 2025 | Feb 10, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 168 | 13 | 0.0% | — | 609 | +168 | New | Q4 2025 | Feb 13, 2026 |
| Turning Point Benefit Group, Inc. | History | Reduced | 145 | 11 | 0.01% | 0.14% | 611 | -2,702 | -94.91% | Q4 2025 | Jan 30, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 141 | 11 | 0.0% | 0.0% | 610 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 143 | 11 | 0.0% | 0.0% | 612 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 133 | 10 | 0.0% | 0.0% | 613 | +42 | 46.15% | Q4 2025 | Jan 27, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 99 | 8 | 0.01% | — | 614 | +99 | New | Q4 2025 | Feb 11, 2026 |
| North Star Investment Management Corp. | History | No change | 85 | 7 | 0.0% | 0.0% | 615 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 72 | 5 | 0.0% | 0.02% | 616 | -2,676 | -97.38% | Q4 2025 | Jan 20, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 71 | 5 | 0.0% | — | 617 | +71 | New | Q4 2025 | Jan 07, 2026 |
| Dunhill Financial, LLC | History | Reduced | 64 | 5 | 0.0% | 0.0% | 619 | -3 | -4.48% | Q4 2025 | Jan 29, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 67 | 5 | 0.0% | 0.0% | 618 | +1 | 1.52% | Q4 2025 | Jan 23, 2026 |
| EASTERN BANK | History | New | 58 | 4 | 0.0% | — | 620 | +58 | New | Q4 2025 | Jan 14, 2026 |
| Elevated Capital Advisors, LLC | History | New | 40 | 3 | 0.0% | — | 621 | +40 | New | Q4 2025 | Jan 27, 2026 |
| Abound Wealth Management | History | No change | 38 | 3 | 0.0% | 0.0% | 622 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 36 | 2 | 0.0% | — | 624 | +36 | New | Q4 2025 | Feb 05, 2026 |
| Key Capital Management, INC | History | New | 36 | 2 | 0.0% | — | 626 | +36 | New | Q4 2025 | Jan 26, 2026 |
| Olistico Wealth, LLC | History | New | 30 | 2 | 0.0% | — | 625 | +30 | New | Q4 2025 | Jan 13, 2026 |
| Anfield Capital Management, LLC | History | No change | 33 | 2 | 0.0% | 0.0% | 623 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| GODSEY & GIBB, INC | History | New | 21 | 1 | 0.0% | — | 627 | +21 | New | Q4 2025 | Jan 27, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 19 | 1 | 0.0% | — | 631 | +19 | New | Q4 2025 | Feb 23, 2026 |
| Cornerstone Planning Group LLC | History | New | 16 | 1 | 0.0% | — | 632 | +16 | New | Q4 2025 | Feb 02, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 21 | 1 | 0.0% | 0.0% | 628 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| TRUST CO OF VERMONT | History | No change | 19 | 1 | 0.0% | 0.0% | 629 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 630 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.44% | — | -274,429 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FDx Advisors, Inc. | History | Closed out | 0 | 0 | — | 4.74% | — | -195,965 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Strategic Investment Advisors / MI | History | Closed out | 0 | 0 | — | 0.01% | — | -33,772 | -100.0% | Q3 2025 | Dec 17, 2025 |
| Chokshi & Queen Wealth Advisors, Inc | History | Closed out | 0 | 0 | — | 1.09% | — | -25,678 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Main Street Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -16,421 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Closed out | 0 | 0 | — | 0.02% | — | -13,780 | -100.0% | Q3 2025 | Nov 10, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,439 | -100.0% | Q3 2025 | Oct 14, 2025 |
| LaSalle St. Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -6,395 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Five Oceans Advisors | History | Closed out | 0 | 0 | — | 0.11% | — | -3,648 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,043 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,008 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthfront Advisers LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,708 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Triton Wealth Management, PLLC | History | Closed out | 0 | 0 | — | 0.08% | — | -2,480 | -100.0% | Q3 2025 | Nov 13, 2025 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,302 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Icon Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,170 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Northwest Capital Management Inc | History | Closed out | 0 | 0 | — | 0.09% | — | -1,074 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -437 | -100.0% | Q3 2025 | Nov 07, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q3 2025 | Nov 12, 2025 |
| NBT BANK N A /NY | History | Closed out | 0 | 0 | — | 0.0% | — | -327 | -100.0% | Q3 2025 | Oct 28, 2025 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -138 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -107 | -100.0% | Q3 2025 | Nov 04, 2025 |
| BankPlus Trust Department | History | Closed out | 0 | 0 | — | 0.0% | — | -101 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Financial Connections Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -78 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Colonial Trust Co / SC | History | Closed out | 0 | 0 | — | 0.0% | — | -63 | -100.0% | Q3 2025 | Nov 10, 2025 |
| ROSS\JOHNSON & Associates LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -61 | -100.0% | Q3 2025 | Nov 10, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Orion Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -53 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Decker Retirement Planning Inc. | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Oct 27, 2025 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 03, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Oct 29, 2025 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Morling Financial Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Westfuller Advisors, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Copia Wealth Management | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |