iSHARES TRUST - IDV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 15 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 | 13,293,286 | 524,420 | 0.04% | 0.03% | 1 | +622,662 | 4.91% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 7,483,755 | 295,234 | 0.02% | 0.02% | 2 | +178,082 | 2.44% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 4,471,492 | 176,400 | 0.03% | 0.03% | 3 | +479,020 | 12.0% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 4,033,668 | 159,575 | 0.04% | 0.03% | 4 | +86,008 | 2.18% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 3,987,922 | 157,323 | 0.05% | 0.04% | 5 | +363,927 | 10.04% | Q4 2025 | Feb 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 3,793,581 | 149,696 | 0.23% | 0.21% | 6 | +276,868 | 7.87% | Q4 2025 | Feb 18, 2026 |
| UBS Group AG | History | Reduced | 2,921,926 | 115,269 | 0.02% | 0.02% | 7 | -467 | -0.02% | Q4 2025 | Jan 29, 2026 |
| LPL Financial LLC | History | Added to | 2,801,663 | 110,525 | 0.03% | 0.03% | 8 | +271,920 | 10.75% | Q4 2025 | Feb 11, 2026 |
| Bank of New York Mellon Corp | History | Added to | 2,653,881 | 104,695 | 0.02% | 0.02% | 9 | +119,213 | 4.7% | Q4 2025 | Feb 10, 2026 |
| Align Financial, LLC | History | New | 95,587 | 95,587 | 0.06% | — | 10 | +95,587 | New | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,163,719 | 85,359 | 0.01% | — | 11 | +2,163,719 | New | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Added to | 2,048,260 | 80,803 | 0.09% | 0.09% | 12 | +47,161 | 2.36% | Q4 2025 | Jan 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,623,491 | 64,046 | 0.02% | 0.02% | 13 | +170,325 | 11.72% | Q4 2025 | Feb 18, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,378,943 | 54,399 | 0.06% | 0.05% | 14 | +169,444 | 14.01% | Q4 2025 | Feb 06, 2026 |
| Cetera Investment Advisers | History | Added to | 1,329,573 | 52,451 | 0.06% | 0.05% | 15 | +52,212 | 4.09% | Q4 2025 | Feb 17, 2026 |
| FUKOKU MUTUAL LIFE INSURANCE CO | History | No change | 1,232,000 | 48,602 | 3.19% | 2.78% | 16 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,125,288 | 44,392 | 0.03% | 0.03% | 17 | +88,737 | 8.56% | Q4 2025 | Feb 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,058,871 | 41,772 | 0.0% | 0.0% | 18 | +49,313 | 4.88% | Q4 2025 | Feb 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 1,058,556 | 41,760 | 0.01% | 0.01% | 19 | -37,301 | -3.4% | Q4 2025 | Feb 17, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 1,047,218 | 41,312 | 0.17% | 0.17% | 20 | -35,330 | -3.26% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,014,039 | 40,003 | 0.05% | 0.04% | 21 | +150,712 | 17.46% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 934,687 | 36,873 | 0.03% | 0.03% | 22 | +86,777 | 10.23% | Q4 2025 | Feb 13, 2026 |
| GDS Wealth Management | History | Added to | 892,043 | 35,191 | 2.2% | 2.1% | 23 | +21,383 | 2.46% | Q4 2025 | Feb 02, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 888,922 | 35,067 | 0.26% | 0.25% | 24 | +13,963 | 1.6% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Wealth | History | Added to | 837,344 | 33,033 | 0.04% | 0.03% | 25 | +262,711 | 45.72% | Q4 2025 | Feb 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 757,654 | 29,889 | 0.58% | 0.63% | 26 | +38,754 | 5.39% | Q4 2025 | Feb 13, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 755,612 | 29,808 | 1.23% | 1.15% | 27 | +5,500 | 0.73% | Q4 2025 | Jan 27, 2026 |
| Mariner, LLC | History | Added to | 744,810 | 29,382 | 0.03% | 0.03% | 28 | +27,492 | 3.83% | Q4 2025 | Feb 13, 2026 |
| REGIONS FINANCIAL CORP | History | New | 679,352 | 26,800 | 0.17% | — | 29 | +679,352 | New | Q4 2025 | Jan 27, 2026 |
| ASSETMARK, INC | History | Reduced | 627,917 | 24,771 | 0.05% | 0.05% | 30 | -62,365 | -9.03% | Q4 2025 | Jan 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 618,518 | 24,400 | 0.01% | 0.01% | 31 | +44,721 | 7.79% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 576,524 | 22,747 | 0.03% | 0.03% | 32 | -101,978 | -15.03% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | Added to | 549,287 | 21,669 | 0.4% | 0.37% | 33 | +3,600 | 0.66% | Q4 2025 | Feb 11, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 500,000 | 19,725 | 0.75% | 0.48% | 34 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 460,223 | 18,155 | 0.39% | 0.34% | 35 | +46,238 | 11.17% | Q4 2025 | Feb 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 452,713 | 17,860 | 0.04% | 0.04% | 36 | +27,959 | 6.58% | Q4 2025 | Feb 11, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 422,823 | 16,680 | 0.89% | 0.84% | 37 | +14,467 | 3.54% | Q4 2025 | Jan 20, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 394,762 | 15,573 | 0.09% | 0.09% | 38 | +4,419 | 1.13% | Q4 2025 | Feb 09, 2026 |
| Sigma Planning Corp | History | Reduced | 386,848 | 15,261 | 0.42% | 0.41% | 39 | -3,691 | -0.95% | Q4 2025 | Jan 30, 2026 |
| Destination Wealth Management | History | Reduced | 386,790 | 15,258 | 0.4% | 0.39% | 40 | -3,237 | -0.83% | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 374,736 | 14,783 | 0.02% | 0.01% | 41 | +152,134 | 68.34% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 358,169 | 14,129 | 0.06% | 0.05% | 42 | +45,511 | 14.56% | Q4 2025 | Feb 13, 2026 |
| Eagle Bluffs Wealth Management LLC | History | Added to | 349,694 | 13,795 | 5.59% | 5.21% | 43 | +19,459 | 5.89% | Q4 2025 | Feb 13, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 342,004 | 13,492 | 0.57% | 0.54% | 44 | -448 | -0.13% | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Reduced | 331,297 | 13,070 | 0.04% | 0.04% | 45 | -14,430 | -4.17% | Q4 2025 | Jan 26, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 326,452 | 12,878 | 0.01% | 0.01% | 46 | -1,883 | -0.57% | Q4 2025 | Feb 17, 2026 |
| Bangor Savings Bank | History | Added to | 326,329 | 12,873 | 1.04% | 0.99% | 47 | +2,591 | 0.8% | Q4 2025 | Jan 16, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Added to | 68,487 | 12,772 | 3.08% | 0.05% | 48 | +62,187 | 987.1% | Q4 2025 | Feb 12, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 322,583 | 12,725 | 0.55% | 0.53% | 49 | +7,817 | 2.48% | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 316,664 | 12,492 | 0.02% | 0.02% | 50 | +85,223 | 36.82% | Q4 2025 | Mar 16, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 305,141 | 12,037 | 0.0% | 0.0% | 51 | +195,690 | 178.79% | Q4 2025 | Feb 12, 2026 |
| One Capital Management, LLC | History | Reduced | 299,631 | 11,820 | 0.36% | 0.35% | 52 | -908 | -0.3% | Q4 2025 | Feb 10, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 284,815 | 11,235 | 0.39% | 0.36% | 53 | +14,726 | 5.45% | Q4 2025 | Jan 14, 2026 |
| Chicago Wealth Management, Inc. | History | Added to | 282,047 | 11,126 | 4.47% | 4.34% | 54 | +9,598 | 3.52% | Q4 2025 | Feb 17, 2026 |
| COWA, LLC | History | Added to | 273,638 | 10,795 | 3.28% | 3.29% | 55 | +2,729 | 1.01% | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 272,871 | 10,764 | 0.01% | 0.0% | 56 | +77,285 | 39.51% | Q4 2025 | Feb 17, 2026 |
| Disciplined Investors, L.L.C. | History | Added to | 267,660 | 10,559 | 6.93% | 6.45% | 57 | +19,705 | 7.95% | Q4 2025 | Feb 10, 2026 |
| Johnson & White Wealth Management, LLC | History | Added to | 266,840 | 10,526 | 4.58% | 4.32% | 58 | +8,703 | 3.37% | Q4 2025 | Feb 05, 2026 |
| COMERICA BANK | History | Added to | 263,055 | 10,377 | 0.04% | 0.04% | 59 | +6,775 | 2.64% | Q4 2025 | Jan 29, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 262,187 | 10,343 | 0.67% | 0.63% | 60 | +8,186 | 3.22% | Q4 2025 | Feb 18, 2026 |
| &PARTNERS | History | Added to | 261,792 | 10,331 | 0.05% | 0.06% | 61 | +21,507 | 8.95% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 261,705 | 10,324 | 0.06% | 0.05% | 62 | +7,224 | 2.84% | Q4 2025 | Feb 12, 2026 |
| Kovitz Investment Group Partners, LLC | History | Reduced | 253,096 | 9,984 | 0.22% | 0.05% | 63 | -87,416 | -25.67% | Q4 2025 | Feb 20, 2026 |
| Gilbert Capital Group, Inc. | History | Added to | 247,655 | 9,769 | 7.34% | 4.89% | 64 | +74,753 | 43.23% | Q4 2025 | Jan 23, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 233,531 | 9,212 | 0.01% | 0.01% | 65 | -11,079 | -4.53% | Q4 2025 | Feb 02, 2026 |
| Equitable Holdings, Inc. | History | Added to | 229,790 | 9,065 | 0.06% | 0.05% | 66 | +32,547 | 16.5% | Q4 2025 | Feb 17, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 229,059 | 9,036 | 1.23% | 1.07% | 67 | +23,034 | 11.18% | Q4 2025 | Jan 21, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 226,411 | 8,931 | 0.29% | 0.17% | 68 | +99,765 | 78.77% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 215,559 | 8,503 | 0.03% | 0.04% | 69 | +4,131 | 1.95% | Q4 2025 | Feb 18, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 206,463 | 8,235 | 0.01% | 0.01% | 70 | +4,505 | 2.23% | Q4 2025 | Jan 08, 2026 |
| CX Institutional | History | Added to | 203,726 | 8,037 | 0.24% | 0.23% | 71 | +123 | 0.06% | Q4 2025 | Feb 02, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Added to | 192,670 | 7,600 | 3.45% | 3.28% | 72 | +6,482 | 3.48% | Q4 2025 | Jan 16, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 191,544 | 7,556 | 0.0% | 0.0% | 73 | +6,708 | 3.63% | Q4 2025 | Feb 11, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 189,610 | 7,480 | 0.01% | 0.0% | 74 | +189,580 | 631933.33% | Q4 2025 | Feb 17, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 188,496 | 7,436 | 0.05% | 0.04% | 75 | +6,359 | 3.49% | Q4 2025 | Jan 29, 2026 |
| Vantage Financial Partners, LLC | History | Added to | 185,536 | 7,319 | 1.49% | 1.38% | 76 | +6,494 | 3.63% | Q4 2025 | Feb 03, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | New | 182,000 | 7,179 | 0.4% | — | 77 | +182,000 | New | Q4 2025 | Feb 17, 2026 |
| URS Advisory LLC | History | New | 178,411 | 7,038 | 5.85% | — | 78 | +178,411 | New | Q4 2025 | Feb 17, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 174,151 | 6,870 | 0.63% | 0.56% | 79 | +10,544 | 6.44% | Q4 2025 | Jan 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 159,397 | 6,288 | 0.0% | 0.0% | 80 | +34,237 | 27.35% | Q4 2025 | Mar 25, 2026 |
| Creative Planning | History | Added to | 154,299 | 6,087 | 0.0% | 0.0% | 81 | +6,469 | 4.38% | Q4 2025 | Feb 17, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 150,223 | 5,926 | 1.34% | 1.38% | 82 | -1,647 | -1.08% | Q4 2025 | Feb 11, 2026 |
| Wealth Management Associates, Inc. | History | Reduced | 145,945 | 5,757 | 2.0% | 1.91% | 83 | -1,318 | -0.89% | Q4 2025 | Jan 20, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 141,518 | 5,582 | 0.13% | 0.12% | 84 | +1,152 | 0.82% | Q4 2025 | Feb 12, 2026 |
| Enclave Advisors LLC | History | Added to | 141,385 | 5,577 | 0.79% | 0.7% | 85 | +15,923 | 12.69% | Q4 2025 | Jan 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 137,239 | 5,414 | 0.01% | 0.01% | 86 | +4,495 | 3.39% | Q4 2025 | Feb 17, 2026 |
| Sterling Wealth Advisors Inc | History | Reduced | 136,196 | 5,372 | 3.24% | 3.21% | 87 | -455 | -0.33% | Q4 2025 | Jan 26, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 133,016 | 5,247 | 0.04% | — | 88 | +133,016 | New | Q4 2025 | Feb 18, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 132,230 | 5,216 | 0.13% | 0.08% | 89 | +16,594 | 14.35% | Q4 2025 | Feb 11, 2026 |
| Operose Advisors LLC | History | Reduced | 127,529 | 5,030 | 1.17% | 1.28% | 90 | -13,247 | -9.41% | Q4 2025 | Feb 10, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 127,213 | 5,018 | 0.55% | 0.85% | 91 | -84,170 | -39.82% | Q4 2025 | Mar 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 123,561 | 4,874 | 0.01% | 0.01% | 92 | +9,747 | 8.56% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 121,544 | 4,795 | 0.01% | 0.01% | 93 | +4,798 | 4.11% | Q4 2025 | Feb 05, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 120,855 | 4,767 | 0.03% | 0.03% | 94 | +144 | 0.12% | Q4 2025 | Jan 27, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 120,000 | 4,734 | 0.01% | 0.01% | 95 | +25,500 | 26.98% | Q4 2025 | Jan 26, 2026 |
| Fortitude Family Office, LLC | History | No change | 119,250 | 4,704 | 1.09% | 1.17% | 96 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 119,234 | 4,703 | 0.01% | 0.01% | 97 | +1,510 | 1.28% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 116,484 | 4,595 | 0.05% | 0.05% | 98 | -7,304 | -5.9% | Q4 2025 | Jan 20, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | New | 113,000 | 4,457 | 2.12% | — | 99 | +113,000 | New | Q4 2025 | Jan 29, 2026 |
| World Investment Advisors | History | Added to | 111,854 | 4,412 | 0.07% | 0.08% | 100 | +7,605 | 7.3% | Q4 2025 | Mar 12, 2026 |
| Winthrop Partners - WNY, LLC | History | New | 109,639 | 4,325 | 2.33% | — | 101 | +109,639 | New | Q4 2025 | Mar 12, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 103,438 | 4,080 | 0.91% | 1.0% | 102 | -2,792 | -2.63% | Q4 2025 | Feb 09, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 101,014 | 3,996 | 0.0% | 0.0% | 103 | +3,765 | 3.87% | Q4 2025 | Feb 18, 2026 |
| BFI Infinity Ltd. | History | Added to | 99,542 | 3,926 | 2.44% | 2.38% | 104 | +988 | 1.0% | Q4 2025 | Jan 14, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 99,051 | 3,907 | 0.1% | 0.1% | 105 | +2,225 | 2.3% | Q4 2025 | Feb 17, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 98,000 | 3,866 | 0.41% | 0.37% | 106 | +6,289 | 6.86% | Q4 2025 | Feb 13, 2026 |
| Access Investment Management LLC | History | No change | 105,555 | 3,858 | 1.04% | 1.04% | 107 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 96,014 | 3,787 | 0.04% | 0.05% | 108 | -2,993 | -3.02% | Q4 2025 | Feb 03, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 94,646 | 3,733 | 0.05% | 0.04% | 109 | +8,432 | 9.78% | Q4 2025 | Feb 02, 2026 |
| SSA SWISS ADVISORS AG | History | Reduced | 93,347 | 3,684 | 1.72% | 1.67% | 110 | -4,905 | -4.99% | Q4 2025 | Feb 26, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 93,114 | 3,673 | 0.34% | 0.31% | 111 | +3,942 | 4.42% | Q4 2025 | Feb 11, 2026 |
| American Money Management, LLC | History | Reduced | 92,473 | 3,648 | 0.57% | 0.58% | 112 | -2,618 | -2.75% | Q4 2025 | Feb 10, 2026 |
| ARVEST INVESTMENTS, INC. | History | Added to | 92,330 | 3,642 | 0.51% | 0.45% | 113 | +6,623 | 7.73% | Q4 2025 | Jan 20, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 92,280 | 3,640 | 0.04% | 0.04% | 114 | +3,299 | 3.71% | Q4 2025 | Feb 11, 2026 |
| Argent Advisors, Inc. | History | Reduced | 90,814 | 3,582 | 1.0% | 1.04% | 115 | -6,014 | -6.21% | Q4 2025 | Feb 11, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 90,484 | 3,569 | 0.4% | 0.44% | 116 | -15,903 | -14.95% | Q4 2025 | Jan 22, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Added to | 88,984 | 3,510 | 0.62% | 0.58% | 117 | +1,327 | 1.51% | Q4 2025 | Jan 15, 2026 |
| Integras Partners LLC | History | Added to | 84,452 | 3,331 | 2.69% | 2.49% | 118 | +113 | 0.13% | Q4 2025 | Jan 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 83,329 | 3,287 | 0.04% | 0.02% | 119 | +41,225 | 97.91% | Q4 2025 | Jan 23, 2026 |
| Sterling Financial Planning, Inc. | History | Reduced | 80,816 | 3,188 | 0.96% | 0.95% | 120 | -1,718 | -2.08% | Q4 2025 | Jan 27, 2026 |
| Sovran Advisors, LLC | History | Reduced | 78,262 | 3,157 | 0.27% | 0.38% | 121 | -36,043 | -31.53% | Q4 2025 | Jan 20, 2026 |
| Private Advisor Group, LLC | History | Added to | 78,844 | 3,110 | 0.01% | 0.01% | 122 | +36,526 | 86.31% | Q4 2025 | Feb 17, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 78,819 | 3,109 | 0.21% | 0.18% | 123 | +11,103 | 16.4% | Q4 2025 | Feb 11, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 78,528 | 3,097 | 1.09% | 1.14% | 124 | -1,529 | -1.91% | Q4 2025 | Feb 13, 2026 |
| COMMERCE BANK | History | Reduced | 78,059 | 3,079 | 0.02% | 0.02% | 125 | -1,935 | -2.42% | Q4 2025 | Feb 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 72,274 | 2,851 | 0.02% | 0.02% | 126 | -5,941 | -7.6% | Q4 2025 | Jan 05, 2026 |
| Cerity Partners LLC | History | Added to | 71,528 | 2,821 | 0.0% | 0.0% | 127 | +1,680 | 2.41% | Q4 2025 | Feb 11, 2026 |
| Lido Advisors, LLC | History | Added to | 73,627 | 2,778 | 0.01% | 0.01% | 128 | +2,362 | 3.31% | Q4 2025 | Feb 10, 2026 |
| Mutual Advisors, LLC | History | Added to | 69,304 | 2,734 | 0.06% | 0.04% | 129 | +20,500 | 42.0% | Q4 2025 | Feb 02, 2026 |
| Waverly Advisors, LLC | History | Reduced | 69,127 | 2,727 | 0.02% | 0.03% | 130 | -1,576 | -2.23% | Q4 2025 | Feb 17, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 68,614 | 2,706 | 0.02% | 0.02% | 131 | +618 | 0.91% | Q4 2025 | Feb 18, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 67,802 | 2,674 | 0.05% | 0.05% | 132 | -2,268 | -3.24% | Q4 2025 | Feb 17, 2026 |
| BANK OF HAWAII | History | No change | 64,536 | 2,545 | 0.13% | 0.12% | 133 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 64,477 | 2,543 | 0.26% | 0.26% | 134 | +2,566 | 4.14% | Q4 2025 | Feb 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 64,385 | 2,539 | 0.06% | 0.04% | 135 | +19,229 | 42.58% | Q4 2025 | Jan 29, 2026 |
| bLong Financial, LLC | History | Reduced | 64,336 | 2,538 | 1.77% | 1.67% | 136 | -1,256 | -1.91% | Q4 2025 | Feb 05, 2026 |
| Wealth Advisory Solutions, LLC | History | Reduced | 63,886 | 2,520 | 0.59% | 0.58% | 137 | -1,564 | -2.39% | Q4 2025 | Jan 16, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 61,476 | 2,425 | 0.28% | 0.28% | 138 | -1,260 | -2.01% | Q4 2025 | Jan 09, 2026 |
| Simplicity Wealth,LLC | History | Added to | 61,117 | 2,411 | 0.14% | 0.12% | 139 | +3,709 | 6.46% | Q4 2025 | Jan 30, 2026 |
| Financial Perspectives, Inc | History | Added to | 60,522 | 2,387 | 0.64% | 0.6% | 140 | +1,007 | 1.69% | Q4 2025 | Jan 28, 2026 |
| Balentine LLC | History | Reduced | 59,992 | 2,366 | 0.09% | 0.08% | 141 | -1,791 | -2.9% | Q4 2025 | Feb 02, 2026 |
| STEPHENS INC /AR/ | History | Added to | 59,811 | 2,359 | 0.03% | 0.03% | 142 | +3,757 | 6.7% | Q4 2025 | Feb 05, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 59,721 | 2,355 | 0.04% | 0.04% | 143 | -1,533 | -2.5% | Q4 2025 | Jan 16, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 59,463 | 2,345 | 0.01% | 0.01% | 144 | +19,399 | 48.42% | Q4 2025 | Jan 29, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 58,370 | 2,302 | 0.41% | 0.4% | 145 | +95 | 0.16% | Q4 2025 | Feb 17, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 58,321 | 2,300 | 0.03% | 0.12% | 146 | -161,231 | -73.44% | Q4 2025 | Feb 09, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 58,074 | 2,291 | 0.07% | 0.06% | 147 | +5,760 | 11.01% | Q4 2025 | Feb 12, 2026 |
| Manske Wealth Management | History | Reduced | 57,723 | 2,277 | 0.67% | 0.65% | 148 | -96 | -0.17% | Q4 2025 | Feb 03, 2026 |
| Gallagher Capital Advisors, LLC | History | Added to | 57,559 | 2,270 | 1.47% | 1.11% | 149 | +6,125 | 11.91% | Q4 2025 | Feb 12, 2026 |
| Argyle Capital Partners, LLC | History | Added to | 57,414 | 2,264 | 1.65% | 1.38% | 150 | +4,597 | 8.7% | Q4 2025 | Feb 17, 2026 |
| Sound Stewardship, LLC | History | Reduced | 56,826 | 2,241 | 1.07% | 1.0% | 151 | -252 | -0.44% | Q4 2025 | Jan 30, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | New | 56,370 | 2,223 | 1.4% | — | 152 | +56,370 | New | Q4 2025 | Feb 09, 2026 |
| FMR LLC | History | Added to | 56,150 | 2,215 | 0.0% | 0.0% | 153 | +21,319 | 61.21% | Q4 2025 | Feb 17, 2026 |
| Trajan Wealth LLC | History | Reduced | 55,762 | 2,199 | 0.09% | 0.1% | 154 | -9,140 | -14.08% | Q4 2025 | Feb 06, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 55,440 | 2,187 | 0.14% | 0.11% | 155 | +7,500 | 15.64% | Q4 2025 | Feb 17, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 55,413 | 2,186 | 0.06% | 0.06% | 156 | -2,487 | -4.3% | Q4 2025 | Feb 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 54,511 | 2,150 | 0.04% | 0.04% | 157 | +2,703 | 5.22% | Q4 2025 | Feb 09, 2026 |
| OneAscent Financial Services LLC | History | New | 53,843 | 2,124 | 0.2% | — | 158 | +53,843 | New | Q4 2025 | Feb 11, 2026 |
| NAN FUNG TRINITY (HK) Ltd | History | Added to | 53,500 | 2,110 | 0.17% | 0.1% | 159 | +26,500 | 98.15% | Q4 2025 | Feb 04, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 52,225 | 2,062 | 0.0% | 0.0% | 160 | +7,807 | 17.58% | Q4 2025 | Feb 05, 2026 |
| IFP Advisors, Inc | History | Added to | 51,863 | 2,045 | 0.05% | 0.05% | 161 | +2,299 | 4.64% | Q4 2025 | Feb 06, 2026 |
| Midwest Trust Co | History | Added to | 50,547 | 1,994 | 0.02% | 0.02% | 162 | +6,774 | 15.48% | Q4 2025 | Feb 04, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 50,523 | 1,993 | 0.02% | 0.03% | 163 | -46,256 | -47.8% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 50,159 | 1,978 | 0.0% | 0.0% | 164 | +24,059 | 92.18% | Q4 2025 | Feb 17, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 49,415 | 1,949 | 0.01% | 0.0% | 165 | +32,912 | 199.43% | Q4 2025 | Feb 12, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 48,982 | 1,932 | 0.39% | 0.37% | 166 | -1,678 | -3.31% | Q4 2025 | Feb 12, 2026 |
| JNBA Financial Advisors | History | Reduced | 48,803 | 1,925 | 0.17% | 0.17% | 167 | -913 | -1.84% | Q4 2025 | Jan 26, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | Reduced | 48,012 | 1,894 | 0.53% | 0.51% | 168 | -215 | -0.45% | Q4 2025 | Jan 23, 2026 |
| Park Edge Advisors, LLC | History | Reduced | 47,830 | 1,886 | 0.43% | 0.41% | 169 | -406 | -0.84% | Q4 2025 | Jan 16, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 42,621 | 1,883 | 0.43% | 0.18% | 170 | +23,630 | 124.43% | Q4 2025 | Feb 24, 2026 |
| TFB Advisors LLC | History | Added to | 46,971 | 1,852 | 0.52% | 0.47% | 171 | +2,664 | 6.01% | Q4 2025 | Feb 13, 2026 |
| Newbridge Financial Services Group, Inc. | History | Reduced | 46,458 | 1,832 | 0.28% | 0.29% | 172 | -6,856 | -12.86% | Q4 2025 | Jan 21, 2026 |
| MAI Capital Management | History | Added to | 45,560 | 1,797 | 0.01% | 0.01% | 173 | +5,816 | 14.63% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 45,520 | 1,795 | 0.0% | — | 174 | +45,520 | New | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 45,354 | 1,789 | 0.03% | 0.02% | 175 | +5,296 | 13.22% | Q4 2025 | Feb 17, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 44,686 | 1,762 | 0.31% | 0.28% | 176 | +1,685 | 3.92% | Q4 2025 | Feb 02, 2026 |
| Petix & Botte Co | History | Added to | 44,586 | 1,758 | 0.4% | 0.38% | 177 | +2 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 44,100 | 1,739 | 0.01% | 0.0% | 178 | +44,000 | 44000.0% | Q4 2025 | Feb 13, 2026 |
| Alteri Wealth LLC | History | Added to | 43,406 | 1,712 | 0.55% | 0.53% | 179 | +1,476 | 3.52% | Q4 2025 | Feb 11, 2026 |
| Quadrature Capital Ltd | History | New | 42,016 | 1,657 | 0.02% | — | 180 | +42,016 | New | Q4 2025 | Feb 17, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 41,781 | 1,648 | 0.06% | 0.06% | 181 | +21 | 0.05% | Q4 2025 | Jan 15, 2026 |
| Concord Wealth Partners | History | Added to | 41,506 | 1,637 | 0.21% | 0.2% | 182 | +2,828 | 7.31% | Q4 2025 | Jan 29, 2026 |
| Gotham Asset Management, LLC | History | Added to | 41,472 | 1,636 | 0.01% | 0.01% | 183 | +8,255 | 24.85% | Q4 2025 | Feb 17, 2026 |
| MOTCO | History | Reduced | 41,393 | 1,632 | 0.15% | 0.14% | 184 | -423 | -1.01% | Q4 2025 | Feb 06, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 41,280 | 1,628 | 0.1% | 0.09% | 185 | +1,320 | 3.3% | Q4 2025 | Jan 07, 2026 |
| Navis Wealth Advisors, LLC | History | New | 41,218 | 1,626 | 0.69% | — | 186 | +41,218 | New | Q4 2025 | Feb 13, 2026 |
| Ignite Planners, LLC | History | New | 38,189 | 1,593 | 0.24% | — | 187 | +38,189 | New | Q4 2025 | Feb 06, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 40,373 | 1,592 | 0.26% | — | 188 | +40,373 | New | Q4 2025 | Feb 18, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | New | 40,164 | 1,584 | 0.46% | — | 189 | +40,164 | New | Q4 2025 | Jan 20, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 40,017 | 1,578 | 0.03% | 0.01% | 190 | +26,882 | 204.66% | Q4 2025 | Feb 03, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 39,934 | 1,575 | 0.0% | 0.0% | 191 | +119 | 0.3% | Q4 2025 | Feb 12, 2026 |
| Sunflower Bank, N.A. | History | Reduced | 38,581 | 1,522 | 0.38% | 0.35% | 192 | -1,056 | -2.66% | Q4 2025 | Jan 09, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 37,590 | 1,482 | 0.0% | 0.0% | 193 | +24,390 | 184.77% | Q4 2025 | Feb 12, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 37,128 | 1,481 | 0.03% | 0.03% | 194 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Composition Wealth, LLC | History | Added to | 36,404 | 1,436 | 0.02% | 0.02% | 195 | +3,480 | 10.57% | Q4 2025 | Feb 02, 2026 |
| Stolper Co | History | Reduced | 36,301 | 1,432 | 0.42% | 0.41% | 196 | -275 | -0.75% | Q4 2025 | Jan 12, 2026 |
| Elite Financial, Inc. | History | No change | 36,245 | 1,429 | 0.65% | 0.63% | 197 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Capital Wealth Alliance, LLC | History | Reduced | 32,873 | 1,422 | 0.61% | 0.61% | 198 | -832 | -2.47% | Q4 2025 | Feb 17, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 36,023 | 1,421 | 0.77% | 0.7% | 199 | +1,921 | 5.63% | Q4 2025 | Feb 05, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | Reduced | 36,000 | 1,420 | 0.33% | 0.31% | 200 | -1,000 | -2.7% | Q4 2025 | Feb 11, 2026 |
| Investment Research Partners LLC | History | Added to | 35,693 | 1,408 | 0.6% | 0.6% | 201 | +270 | 0.76% | Q4 2025 | Feb 12, 2026 |
| WESPAC Advisors, LLC | History | Added to | 35,614 | 1,404 | 0.76% | 0.13% | 202 | +29,391 | 472.3% | Q4 2025 | Jan 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 35,552 | 1,402 | 0.05% | 0.07% | 203 | -10,795 | -23.29% | Q4 2025 | Feb 06, 2026 |
| INVESTED ADVISORS | History | Added to | 34,939 | 1,378 | 1.43% | 1.2% | 205 | +4,650 | 15.35% | Q4 2025 | Jan 26, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Reduced | 34,954 | 1,378 | 0.25% | 0.23% | 204 | -472 | -1.33% | Q4 2025 | Jan 16, 2026 |
| Rothschild Wealth LLC | History | New | 34,691 | 1,368 | 0.13% | — | 206 | +34,691 | New | Q4 2025 | Feb 17, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 34,650 | 1,367 | 0.0% | — | 207 | +34,650 | New | Q4 2025 | Feb 10, 2026 |
| Savant Capital, LLC | History | Added to | 34,581 | 1,364 | 0.01% | 0.01% | 208 | +343 | 1.0% | Q4 2025 | Feb 10, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 34,516 | 1,361 | 0.75% | 0.74% | 209 | +98 | 0.28% | Q4 2025 | Jan 30, 2026 |
| Proficio Capital Partners LLC | History | Added to | 34,340 | 1,354 | 0.1% | 0.02% | 210 | +26,905 | 361.87% | Q4 2025 | Feb 12, 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC | History | Added to | 34,311 | 1,353 | 0.38% | 0.33% | 211 | +2,992 | 9.55% | Q4 2025 | Jan 22, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 34,119 | 1,345 | 0.03% | 0.03% | 212 | +1,403 | 4.29% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Reduced | 33,297 | 1,313 | 0.0% | 0.0% | 213 | -28,992 | -46.54% | Q4 2025 | Feb 12, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 32,574 | 1,285 | 0.06% | 0.05% | 214 | +3,353 | 11.47% | Q4 2025 | Feb 04, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Added to | 32,026 | 1,263 | 0.65% | 0.59% | 215 | +3,477 | 12.18% | Q4 2025 | Feb 10, 2026 |
| RFG Advisory, LLC | History | Reduced | 31,900 | 1,258 | 0.02% | 0.03% | 216 | -2,976 | -8.53% | Q4 2025 | Feb 03, 2026 |
| HSBC HOLDINGS PLC | History | New | 31,770 | 1,253 | 0.0% | — | 217 | +31,770 | New | Q4 2025 | Mar 20, 2026 |
| Inman Jager Wealth Management, LLC | History | Reduced | 31,744 | 1,252 | 0.77% | 0.75% | 218 | -565 | -1.75% | Q4 2025 | Jan 26, 2026 |
| Prospera Financial Services Inc | History | Added to | 31,546 | 1,244 | 0.02% | 0.02% | 219 | +3,954 | 14.33% | Q4 2025 | Feb 09, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 31,525 | 1,243 | 0.04% | 0.04% | 220 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | No change | 31,517 | 1,243 | 0.29% | 0.28% | 221 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| VICUS CAPITAL | History | Added to | 30,926 | 1,220 | 0.09% | 0.08% | 222 | +757 | 2.51% | Q4 2025 | Jan 22, 2026 |
| Arkos Global Advisors | History | Reduced | 29,879 | 1,179 | 0.15% | 0.14% | 223 | -35 | -0.12% | Q4 2025 | Feb 13, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 29,770 | 1,174 | 0.07% | 0.07% | 224 | -1,437 | -4.6% | Q4 2025 | Feb 17, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 29,739 | 1,173 | 0.04% | 0.05% | 225 | -11,463 | -27.82% | Q4 2025 | Jan 20, 2026 |
| St. Louis Financial Planners Asset Management, LLC | History | Reduced | 33,244 | 1,169 | 0.72% | 0.86% | 226 | -6,501 | -16.36% | Q4 2025 | Jan 07, 2026 |
| Bluesphere Advisors LLC | History | Added to | 29,228 | 1,153 | 0.51% | 0.45% | 228 | +2,575 | 9.66% | Q4 2025 | Jan 21, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 29,233 | 1,153 | 0.02% | 0.02% | 227 | -209 | -0.71% | Q4 2025 | Feb 04, 2026 |
| DAVENPORT & Co LLC | History | Added to | 28,944 | 1,141 | 0.01% | 0.01% | 229 | +2,194 | 8.2% | Q4 2025 | Jan 12, 2026 |
| PKS Advisory Services, LLC | History | Added to | 28,687 | 1,131 | 0.26% | 0.18% | 230 | +4,511 | 18.66% | Q4 2025 | Feb 02, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 28,616 | 1,128 | 0.09% | 0.09% | 231 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| American Capital Advisory, LLC | History | Added to | 27,972 | 1,103 | 0.48% | 0.47% | 232 | +70 | 0.25% | Q4 2025 | Jan 30, 2026 |
| Yukon Wealth Management, Inc. | History | Added to | 25,451 | 1,091 | 0.63% | 0.3% | 233 | +267 | 1.06% | Q4 2025 | Feb 10, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 27,464 | 1,083 | 0.12% | 0.09% | 234 | +4,790 | 21.13% | Q4 2025 | Feb 06, 2026 |
| Corient Private Wealth LLC | History | Added to | 32,904 | 1,080 | 0.0% | 0.0% | 235 | +6,502 | 24.63% | Q4 2025 | Mar 09, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 27,369 | 1,079 | 0.03% | 0.02% | 236 | +12,003 | 78.11% | Q4 2025 | Jan 23, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 27,330 | 1,078 | 0.03% | 0.03% | 237 | +947 | 3.59% | Q4 2025 | Feb 02, 2026 |
| Vise Technologies, Inc. | History | New | 27,293 | 1,076 | 0.02% | — | 238 | +27,293 | New | Q4 2025 | Feb 11, 2026 |
| Peregrine Asset Advisers, Inc. | History | Reduced | 27,208 | 1,073 | 0.3% | 0.3% | 239 | -410 | -1.48% | Q4 2025 | Feb 02, 2026 |
| Columbia River Financial Group, LLC | History | Reduced | 26,952 | 1,063 | 0.65% | 0.64% | 240 | -520 | -1.89% | Q4 2025 | Feb 12, 2026 |
| Element Wealth, LLC | History | Added to | 26,698 | 1,053 | 0.43% | 0.37% | 241 | +3,357 | 14.38% | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | Added to | 26,520 | 1,046 | 0.01% | 0.01% | 242 | +3,541 | 15.41% | Q4 2025 | Feb 05, 2026 |
| Sowell Financial Services LLC | History | Added to | 25,923 | 1,022 | 0.04% | 0.04% | 243 | +137 | 0.53% | Q4 2025 | Jan 21, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 25,869 | 1,020 | 0.01% | 0.01% | 244 | +154 | 0.6% | Q4 2025 | Jan 21, 2026 |
| Clearstead Advisors, LLC | History | Added to | 25,558 | 1,008 | 0.01% | 0.01% | 245 | +44 | 0.17% | Q4 2025 | Feb 09, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 25,364 | 1,000 | 0.05% | 0.04% | 246 | +5,583 | 28.22% | Q4 2025 | Jan 28, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 24,994 | 986 | 0.06% | 0.05% | 247 | +3,755 | 17.68% | Q4 2025 | Feb 03, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 24,990 | 985 | 0.33% | — | 248 | +24,990 | New | Q4 2025 | Mar 27, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 24,736 | 975 | 0.12% | 0.14% | 250 | -3,733 | -13.11% | Q4 2025 | Jan 15, 2026 |
| KOM Wealth Management Group, LLC | History | Added to | 24,722 | 975 | 0.69% | 0.68% | 249 | +12 | 0.05% | Q4 2025 | Jan 23, 2026 |
| Stratos Investment Management, LLC | History | Added to | 24,589 | 970 | 0.04% | 0.04% | 251 | +506 | 2.1% | Q4 2025 | Jan 20, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 24,555 | 968 | 0.16% | 0.15% | 252 | +1,590 | 6.92% | Q4 2025 | Feb 11, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Added to | 24,283 | 957 | 0.1% | 0.1% | 253 | +425 | 1.78% | Q4 2025 | Jan 20, 2026 |
| Oxinas Partners, LLC | History | Added to | 24,239 | 956 | 0.46% | 0.47% | 254 | +425 | 1.78% | Q4 2025 | Jan 26, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 24,181 | 953 | 0.04% | 0.04% | 255 | +143 | 0.59% | Q4 2025 | Feb 09, 2026 |
| Summit Financial, LLC | History | Added to | 24,079 | 949 | 0.01% | 0.01% | 256 | +5,046 | 26.51% | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 23,974 | 945 | 0.01% | 0.01% | 257 | +7,698 | 47.3% | Q4 2025 | Jan 29, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 24,297 | 929 | 0.81% | — | 258 | +24,297 | New | Q4 2025 | Feb 10, 2026 |
| WealthTrust Axiom LLC | History | Reduced | 23,334 | 920 | 0.24% | 0.23% | 259 | -275 | -1.16% | Q4 2025 | Feb 13, 2026 |
| Pacific Center for Financial Services | History | No change | 24,889 | 909 | 0.23% | 0.23% | 260 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Curbstone Financial Management Corp | History | No change | 22,510 | 888 | 0.17% | 0.16% | 261 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Creekside Partners | History | Added to | 22,477 | 886 | 0.37% | 0.36% | 262 | +81 | 0.36% | Q4 2025 | Feb 13, 2026 |
| Independent Wealth Network Inc. | History | Added to | 22,108 | 872 | 0.27% | 0.25% | 263 | +918 | 4.33% | Q4 2025 | Jan 26, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Reduced | 22,054 | 870 | 0.35% | 0.34% | 264 | -682 | -3.0% | Q4 2025 | Jan 20, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 21,860 | 862 | 0.18% | 0.24% | 266 | -8,056 | -26.93% | Q4 2025 | Jan 07, 2026 |
| IBEX WEALTH ADVISORS | History | Added to | 21,860 | 862 | 0.08% | 0.07% | 265 | +2,134 | 10.82% | Q4 2025 | Feb 17, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 21,573 | 851 | 0.1% | 0.09% | 267 | +1,554 | 7.76% | Q4 2025 | Feb 17, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 21,567 | 850 | 0.09% | 0.07% | 268 | +3,919 | 22.21% | Q4 2025 | Feb 18, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 21,548 | 850 | 0.06% | 0.05% | 269 | +1,612 | 8.09% | Q4 2025 | Jan 26, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 20,545 | 810 | 0.02% | 0.02% | 270 | -214 | -1.03% | Q4 2025 | Feb 06, 2026 |
| Hyposwiss Advisors SA | History | New | 19,935 | 786 | 0.77% | — | 272 | +19,935 | New | Q4 2025 | Feb 17, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 19,928 | 786 | 0.01% | 0.01% | 271 | -2,282 | -10.27% | Q4 2025 | Jan 26, 2026 |
| Planned Solutions, Inc. | History | Reduced | 19,831 | 782 | 0.25% | 0.26% | 273 | -904 | -4.36% | Q4 2025 | Jan 28, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 19,619 | 773 | 0.05% | 0.04% | 274 | +1,972 | 11.17% | Q4 2025 | Feb 18, 2026 |
| Asempa Wealth Advisors | History | New | 19,555 | 771 | 0.66% | — | 275 | +19,555 | New | Q4 2025 | Jan 08, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 19,364 | 763 | 0.05% | 0.04% | 276 | +2,667 | 15.97% | Q4 2025 | Jan 08, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | New | 18,762 | 740 | 0.14% | — | 277 | +18,762 | New | Q4 2025 | Feb 04, 2026 |
| WINNOW WEALTH LLC | History | Reduced | 18,233 | 729 | 0.54% | 0.58% | 278 | -1,936 | -9.6% | Q4 2025 | Feb 11, 2026 |
| LANDAAS & CO /WI /ADV | History | Added to | 18,117 | 714 | 0.16% | 0.14% | 279 | +1,172 | 6.92% | Q4 2025 | Jan 21, 2026 |
| Investmark Advisory Group LLC | History | Added to | 17,953 | 708 | 0.3% | 0.28% | 280 | +369 | 2.1% | Q4 2025 | Jan 28, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 17,905 | 706 | 0.05% | 0.05% | 281 | +25 | 0.14% | Q4 2025 | Feb 20, 2026 |
| First Citizens Financial Corp | History | Added to | 17,719 | 699 | 0.35% | 0.11% | 282 | +11,519 | 185.79% | Q4 2025 | Jan 06, 2026 |
| Fusion Family Wealth, LLC | History | No change | 17,498 | 690 | 0.05% | 0.05% | 283 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Beacon Bank & Trust | History | Added to | 17,485 | 689 | 0.14% | 0.13% | 284 | +441 | 2.59% | Q4 2025 | Feb 17, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 17,457 | 688 | 0.04% | 0.03% | 285 | +6,233 | 55.53% | Q4 2025 | Jan 20, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 17,278 | 681 | 0.09% | 0.08% | 286 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Tactive Advisors, LLC | History | Reduced | 17,140 | 676 | 0.2% | 0.21% | 288 | -3,520 | -17.04% | Q4 2025 | Jan 09, 2026 |
| DEARBORN PARTNERS LLC | History | Added to | 17,154 | 676 | 0.03% | 0.03% | 287 | +1,487 | 9.49% | Q4 2025 | Feb 11, 2026 |
| Ironwood Financial, llc | History | Reduced | 16,901 | 675 | 0.11% | 0.15% | 289 | -5,910 | -25.91% | Q4 2025 | Jan 15, 2026 |
| Brookstone Capital Management | History | Added to | 16,933 | 668 | 0.01% | 0.01% | 290 | +664 | 4.08% | Q4 2025 | Jan 15, 2026 |
| CHEMUNG CANAL TRUST CO | History | Reduced | 16,768 | 661 | 0.13% | 0.12% | 291 | -260 | -1.53% | Q4 2025 | Jan 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 16,510 | 654 | 0.04% | 0.04% | 292 | +1,726 | 11.67% | Q4 2025 | Jan 15, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 16,552 | 653 | 0.0% | 0.0% | 293 | -2,695 | -14.0% | Q4 2025 | Feb 11, 2026 |
| PCM Encore, LLC | History | New | 16,437 | 648 | 0.14% | — | 294 | +16,437 | New | Q4 2025 | Feb 13, 2026 |
| Auour Investments LLC | History | Added to | 16,282 | 642 | 0.2% | 0.12% | 295 | +6,379 | 64.41% | Q4 2025 | Jan 12, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 16,178 | 638 | 0.01% | 0.01% | 296 | -17 | -0.1% | Q4 2025 | Feb 02, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 15,854 | 625 | 0.04% | 0.04% | 297 | -4,658 | -22.71% | Q4 2025 | Feb 17, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 15,650 | 617 | 0.17% | 0.11% | 298 | +4,623 | 41.92% | Q4 2025 | Feb 04, 2026 |
| Summa Corp. | History | New | 15,588 | 615 | 0.26% | — | 300 | +15,588 | New | Q4 2025 | Jan 21, 2026 |
| Integris Wealth Management, LLC | History | Reduced | 15,594 | 615 | 0.14% | 0.14% | 299 | -639 | -3.94% | Q4 2025 | Jan 21, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 15,040 | 593 | 0.05% | 0.05% | 301 | +12 | 0.08% | Q4 2025 | Jan 15, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 14,856 | 586 | 0.01% | 0.01% | 302 | -1,943 | -11.57% | Q4 2025 | Jan 26, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 14,842 | 585 | 0.04% | 0.04% | 303 | +64 | 0.43% | Q4 2025 | Feb 06, 2026 |
| Eagle Strategies LLC | History | Reduced | 14,656 | 578 | 0.07% | 0.08% | 304 | -1,641 | -10.07% | Q4 2025 | Jan 23, 2026 |
| Michels Family Financial, LLC | History | Added to | 14,571 | 574 | 0.42% | 0.41% | 305 | +80 | 0.55% | Q4 2025 | Feb 19, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 14,446 | 569 | 0.03% | 0.03% | 306 | -49 | -0.34% | Q4 2025 | Jan 20, 2026 |
| Noble Family Wealth, LLC | History | No change | 14,248 | 562 | 0.12% | 0.11% | 307 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| PFG Investments, LLC | History | Reduced | 14,092 | 555 | 0.03% | 0.03% | 308 | -898 | -5.99% | Q4 2025 | Jan 26, 2026 |
| New Republic Capital, LLC | History | Reduced | 13,974 | 551 | 0.15% | 0.16% | 309 | -754 | -5.12% | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | Added to | 13,785 | 543 | 0.0% | 0.0% | 310 | +5,250 | 61.51% | Q4 2025 | Feb 17, 2026 |
| Haverford Trust Co | History | No change | 13,740 | 542 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TFC Financial Management, Inc. | History | Added to | 13,738 | 541 | 0.07% | 0.05% | 313 | +3,878 | 39.33% | Q4 2025 | Jan 23, 2026 |
| PSI Advisors, LLC | History | Added to | 13,738 | 541 | 0.14% | 0.12% | 312 | +732 | 5.63% | Q4 2025 | Feb 09, 2026 |
| Security National Bank | History | No change | 13,697 | 540 | 0.08% | 0.08% | 314 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| ASPIRIANT, LLC | History | No change | 13,655 | 538 | 0.02% | 0.02% | 315 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Merit Financial Group, LLC | History | Added to | 13,627 | 537 | 0.0% | 0.0% | 316 | +2,158 | 18.82% | Q4 2025 | Jan 26, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 13,489 | 532 | 0.13% | 0.13% | 317 | +16 | 0.12% | Q4 2025 | Jan 23, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 13,151 | 531 | 0.02% | 0.02% | 318 | -4,865 | -27.0% | Q4 2025 | Jan 23, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Reduced | 13,397 | 528 | 0.03% | 0.04% | 319 | -2,378 | -15.07% | Q4 2025 | Feb 12, 2026 |
| Fisher Asset Management, LLC | History | New | 13,235 | 522 | 0.0% | — | 320 | +13,235 | New | Q4 2025 | Feb 09, 2026 |
| EFG International AG | History | New | 13,110 | 517 | 0.01% | — | 321 | +13,110 | New | Q4 2025 | Feb 17, 2026 |
| Frederick Financial Consultants, LLC | History | Added to | 13,043 | 514 | 0.28% | 0.23% | 323 | +1,665 | 14.63% | Q4 2025 | Feb 10, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 11,744 | 514 | 0.15% | 0.13% | 322 | +691 | 6.25% | Q4 2025 | Feb 13, 2026 |
| Horizon Family Wealth, Inc. | History | Added to | 12,975 | 511 | 0.27% | 0.27% | 324 | +246 | 1.93% | Q4 2025 | Feb 09, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | Added to | 12,923 | 509 | 0.03% | 0.03% | 325 | +573 | 4.64% | Q4 2025 | Jan 27, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 12,778 | 504 | 0.0% | 0.0% | 326 | -2,310 | -15.31% | Q4 2025 | Feb 10, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 12,659 | 499 | 0.11% | 0.1% | 327 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Mechanics Bank Trust Department | History | Reduced | 12,600 | 497 | 0.07% | 0.07% | 328 | -1,685 | -11.8% | Q4 2025 | Jan 14, 2026 |
| Lakeridge Wealth Management LLC | History | Reduced | 12,563 | 495 | 0.22% | 0.21% | 329 | -84 | -0.66% | Q4 2025 | Jan 07, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 12,538 | 494 | 0.02% | 0.02% | 330 | -163 | -1.28% | Q4 2025 | Feb 17, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 12,478 | 492 | 0.01% | — | 331 | +12,478 | New | Q4 2025 | Feb 13, 2026 |
| Bleakley Financial Group, LLC | History | No change | 12,362 | 487 | 0.01% | 0.01% | 332 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 12,214 | 481 | 0.02% | 0.02% | 333 | -128 | -1.04% | Q4 2025 | Jan 12, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 12,171 | 480 | 0.01% | 0.01% | 334 | -506 | -3.99% | Q4 2025 | Feb 13, 2026 |
| Sankala Group LLC | History | New | 10,674 | 476 | 0.38% | — | 336 | +10,674 | New | Q4 2025 | Mar 02, 2026 |
| Fiduciary Group, LLC | History | No change | 12,081 | 476 | 0.04% | 0.04% | 335 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | No change | 11,922 | 470 | 0.39% | 0.36% | 337 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Global Retirement Partners, LLC | History | Added to | 11,767 | 464 | 0.01% | 0.0% | 338 | +9,601 | 443.26% | Q4 2025 | Feb 06, 2026 |
| Leo Wealth, LLC | History | Added to | 11,662 | 460 | 0.03% | 0.05% | 339 | +1,842 | 18.76% | Q4 2025 | Jan 21, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 11,631 | 458 | 0.01% | 0.01% | 340 | -13,230 | -53.22% | Q4 2025 | Jan 30, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 11,231 | 443 | 0.01% | 0.01% | 341 | +161 | 1.45% | Q4 2025 | Feb 06, 2026 |
| Crews Bank & Trust | History | No change | 11,250 | 443 | 0.06% | 0.06% | 342 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Keystone Financial Group | History | Added to | 11,049 | 435 | 0.03% | 0.03% | 343 | +2 | 0.02% | Q4 2025 | Feb 06, 2026 |
| Mezzasalma Advisors, LLC | History | Added to | 10,736 | 428 | 0.1% | 0.1% | 344 | +151 | 1.43% | Q4 2025 | Jan 21, 2026 |
| SWS Partners | History | Reduced | 10,705 | 422 | 0.1% | 0.1% | 345 | -168 | -1.55% | Q4 2025 | Jan 16, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 10,620 | 418 | 0.0% | 0.0% | 346 | -6,491 | -37.93% | Q4 2025 | Feb 12, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 10,585 | 417 | 0.05% | 0.06% | 347 | +435 | 4.29% | Q4 2025 | Feb 13, 2026 |
| TCI Wealth Advisors, Inc. | History | No change | 10,498 | 414 | 0.02% | 0.02% | 348 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Beta Wealth Group, Inc. | History | No change | 10,434 | 411 | 0.17% | 0.15% | 349 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIRST MERCHANTS CORP | History | Added to | 10,359 | 408 | 0.02% | 0.01% | 350 | +823 | 8.63% | Q4 2025 | Jan 12, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 10,088 | 397 | 0.03% | 0.03% | 351 | -290 | -2.79% | Q4 2025 | Feb 03, 2026 |
| Modera Wealth Management, LLC | History | No change | 10,053 | 396 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Aureum Wealth Management, LLC | History | New | 10,032 | 395 | 0.37% | — | 353 | +10,032 | New | Q4 2025 | Jan 28, 2026 |
| Plan A Wealth LLC | History | No change | 10,002 | 394 | 0.19% | 0.19% | 354 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 9,939 | 392 | 0.02% | 0.01% | 355 | +4,067 | 69.26% | Q4 2025 | Feb 05, 2026 |
| Welch Group, LLC | History | New | 9,906 | 390 | 0.02% | — | 356 | +9,906 | New | Q4 2025 | Jan 26, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | New | 9,765 | 385 | 0.02% | — | 357 | +9,765 | New | Q4 2025 | Jan 26, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 9,680 | 383 | 0.04% | 0.05% | 359 | -2,730 | -22.0% | Q4 2025 | Jan 12, 2026 |
| Community Bank & Trust, Waco, Texas | History | Reduced | 9,697 | 383 | 0.08% | 0.07% | 358 | -200 | -2.02% | Q4 2025 | Feb 09, 2026 |
| StoneX Group Inc. | History | Added to | 9,651 | 380 | 0.02% | 0.02% | 360 | +108 | 1.13% | Q4 2025 | Feb 12, 2026 |
| Betterment LLC | History | Added to | 9,633 | 380 | 0.0% | 0.0% | 361 | +89 | 0.93% | Q4 2025 | Feb 12, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 9,609 | 379 | 0.02% | 0.01% | 362 | -157 | -1.61% | Q4 2025 | Feb 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 9,515 | 375 | 0.0% | 0.0% | 363 | +49 | 0.52% | Q4 2025 | Jan 29, 2026 |
| LWM Advisory Services, LLC | History | New | 9,460 | 373 | 0.22% | — | 364 | +9,460 | New | Q4 2025 | Feb 12, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 9,387 | 370 | 0.0% | 0.0% | 365 | +582 | 6.61% | Q4 2025 | Feb 13, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 9,387 | 370 | 0.01% | 0.01% | 366 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 9,145 | 360 | 0.01% | 0.01% | 367 | -98 | -1.06% | Q4 2025 | Jan 16, 2026 |
| MorganRosel Wealth Management, LLC | History | No change | 9,083 | 358 | 0.09% | 0.09% | 368 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TMB Capital Partners, LLC | History | New | 8,983 | 354 | 0.12% | — | 369 | +8,983 | New | Q4 2025 | Feb 19, 2026 |
| XY Planning Network, Inc. | History | Reduced | 8,822 | 348 | 0.06% | 0.11% | 370 | -163 | -1.81% | Q4 2025 | Jan 26, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 8,800 | 347 | 0.0% | — | 371 | +8,800 | New | Q4 2025 | Feb 12, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 8,765 | 345 | 0.0% | 0.0% | 372 | +2,468 | 39.19% | Q4 2025 | Feb 06, 2026 |
| Capital Advantage, Inc. | History | Added to | 8,677 | 342 | 0.05% | 0.05% | 373 | +70 | 0.81% | Q4 2025 | Jan 07, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 8,300 | 341 | 0.01% | 0.01% | 374 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Continuum Advisory, LLC | History | No change | 8,598 | 339 | 0.03% | 0.03% | 375 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Spire Wealth Management | History | Added to | 8,517 | 336 | 0.01% | 0.01% | 376 | +2,124 | 33.22% | Q4 2025 | Jan 14, 2026 |
| Allworth Financial LP | History | New | 8,468 | 334 | 0.0% | — | 377 | +8,468 | New | Q4 2025 | Feb 05, 2026 |
| Atlas Private Wealth Advisors | History | No change | 8,000 | 315 | 0.07% | 0.07% | 378 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Prepared Retirement Institute LLC | History | Reduced | 7,932 | 312 | 0.16% | 0.16% | 379 | -405 | -4.86% | Q4 2025 | Jan 29, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 7,870 | 310 | 0.03% | 0.03% | 382 | -877 | -10.03% | Q4 2025 | Feb 18, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 7,877 | 310 | 0.1% | 0.1% | 380 | +118 | 1.52% | Q4 2025 | Jan 28, 2026 |
| HC Advisors, LLC | History | No change | 7,870 | 310 | 0.21% | 0.2% | 381 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 7,803 | 307 | 0.04% | 0.0% | 384 | +7,685 | 6512.71% | Q4 2025 | Jan 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 7,800 | 307 | 0.0% | 0.0% | 383 | -3,100 | -28.44% | Q4 2025 | Feb 17, 2026 |
| OBSIDIAN CIO, LLC | History | Reduced | 7,731 | 305 | 0.45% | 0.04% | 386 | -1,605 | -17.19% | Q4 2025 | Feb 18, 2026 |
| Western Wealth Management, LLC | History | Reduced | 7,736 | 305 | 0.01% | 0.02% | 385 | -685 | -8.13% | Q4 2025 | Feb 05, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 7,645 | 302 | 0.03% | 0.03% | 387 | +15 | 0.2% | Q4 2025 | Jan 21, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 7,636 | 301 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | No change | 7,532 | 297 | 0.03% | 0.03% | 389 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | New | 7,505 | 296 | 0.02% | — | 392 | +7,505 | New | Q4 2025 | Feb 09, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 7,524 | 296 | 0.04% | 0.03% | 391 | +1,844 | 32.46% | Q4 2025 | Feb 04, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 7,512 | 296 | 0.0% | 0.0% | 390 | -25 | -0.33% | Q4 2025 | Feb 05, 2026 |
| Alpha Cubed Investments, LLC | History | Added to | 7,480 | 295 | 0.01% | 0.01% | 393 | +28 | 0.38% | Q4 2025 | Feb 03, 2026 |
| WEBSTER BANK, N. A. | History | No change | 7,459 | 294 | 0.03% | 0.03% | 394 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 7,449 | 293 | 0.01% | — | 395 | +7,449 | New | Q4 2025 | Jan 14, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | New | 7,297 | 291 | 0.38% | — | 396 | +7,297 | New | Q4 2025 | Jan 07, 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | History | Added to | 7,339 | 289 | 0.12% | 0.11% | 397 | +507 | 7.42% | Q4 2025 | Feb 04, 2026 |
| Inspire Advisors, LLC | History | Reduced | 7,347 | 289 | 0.03% | 0.03% | 398 | -298 | -3.9% | Q4 2025 | Feb 13, 2026 |
| Millington Financial Advisors, LLC | History | New | 6,700 | 287 | 0.13% | — | 399 | +6,700 | New | Q4 2025 | Feb 09, 2026 |
| Elyxium Wealth, LLC | History | No change | 7,200 | 284 | 0.08% | 0.09% | 400 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Ocean Park Asset Management, LLC | History | No change | 7,180 | 283 | 0.01% | 0.01% | 401 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| AE Wealth Management LLC | History | Added to | 7,051 | 278 | 0.0% | 0.0% | 402 | +4,571 | 184.31% | Q4 2025 | Jan 26, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | New | 7,045 | 277 | 0.01% | — | 403 | +7,045 | New | Q4 2025 | Feb 13, 2026 |
| Sharp Wealth Advisory, LLC | History | No change | 7,000 | 276 | 0.14% | 0.14% | 404 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Chemistry Wealth Management LLC | History | No change | 7,018 | 276 | 0.05% | 0.05% | 405 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Madrona Financial Services, LLC | History | Reduced | 6,873 | 271 | 0.06% | 0.06% | 406 | -142 | -2.02% | Q4 2025 | Jan 22, 2026 |
| Vernal Point Advisors, LLC | History | No change | 6,845 | 270 | 0.11% | 0.11% | 407 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MFA Wealth Services | History | Reduced | 6,842 | 269 | 0.18% | 0.19% | 408 | -680 | -9.04% | Q4 2025 | Jan 15, 2026 |
| Cresset Asset Management, LLC | History | No change | 6,796 | 268 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| IFG Advisory, LLC | History | Reduced | 6,780 | 267 | 0.01% | 0.01% | 410 | -306 | -4.32% | Q4 2025 | Feb 10, 2026 |
| United Advisor Group, LLC | History | Added to | 6,642 | 262 | 0.03% | 0.03% | 411 | +606 | 10.04% | Q4 2025 | Jan 26, 2026 |
| VestGen Advisors, LLC | History | Added to | 6,605 | 260 | 0.01% | 0.01% | 412 | +851 | 14.79% | Q4 2025 | Feb 17, 2026 |
| Gradient Investments LLC | History | Added to | 6,542 | 258 | 0.0% | 0.0% | 413 | +154 | 2.41% | Q4 2025 | Jan 08, 2026 |
| Patten Group, Inc. | History | Added to | 6,508 | 256 | 0.05% | 0.05% | 414 | +108 | 1.69% | Q4 2025 | Jan 23, 2026 |
| CHOREO, LLC | History | Added to | 6,422 | 254 | 0.0% | 0.0% | 415 | +2 | 0.03% | Q4 2025 | Jan 23, 2026 |
| Genesee Capital Advisors, LLC | History | Added to | 6,426 | 253 | 0.1% | 0.1% | 416 | +96 | 1.52% | Q4 2025 | Jan 16, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 6,396 | 252 | 0.03% | 0.03% | 417 | +290 | 4.75% | Q4 2025 | Jan 13, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 6,386 | 251 | 0.01% | 0.01% | 418 | +10 | 0.16% | Q4 2025 | Jan 12, 2026 |
| Retirement Planning Co of New England, Inc. | History | Added to | 6,334 | 249 | 0.1% | 0.09% | 419 | +80 | 1.28% | Q4 2025 | Jan 28, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 6,253 | 246 | 0.01% | 0.01% | 420 | -1,112 | -15.1% | Q4 2025 | Feb 17, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 6,243 | 246 | 0.02% | 0.02% | 421 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 6,214 | 245 | 0.1% | 0.1% | 423 | +10 | 0.16% | Q4 2025 | Jan 22, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 6,225 | 245 | 0.02% | 0.02% | 422 | +3 | 0.05% | Q4 2025 | Feb 13, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | New | 6,183 | 243 | 0.14% | — | 424 | +6,183 | New | Q4 2025 | Feb 17, 2026 |
| TPG Advisors LLC | History | New | 6,170 | 243 | 0.15% | — | 426 | +6,170 | New | Q4 2025 | Jan 21, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 6,169 | 243 | 0.0% | 0.0% | 425 | +27 | 0.44% | Q4 2025 | Jan 22, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 6,143 | 242 | 0.02% | 0.03% | 427 | -1,817 | -22.83% | Q4 2025 | Jan 26, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 6,130 | 241 | 0.02% | 0.02% | 428 | -70 | -1.13% | Q4 2025 | Jan 26, 2026 |
| Rockwood Wealth Management, LLC | History | New | 6,070 | 239 | 0.02% | — | 431 | +6,070 | New | Q4 2025 | Jan 29, 2026 |
| Guardian Partners Inc. | History | New | 5,598 | 239 | 0.02% | — | 429 | +5,598 | New | Q4 2025 | Feb 17, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 6,070 | 239 | 0.15% | 0.14% | 430 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MCF Advisors LLC | History | Added to | 6,034 | 238 | 0.01% | 0.01% | 432 | +65 | 1.09% | Q4 2025 | Feb 11, 2026 |
| Magnus Financial Group LLC | History | New | 5,986 | 236 | 0.02% | — | 434 | +5,986 | New | Q4 2025 | Jan 07, 2026 |
| WEST BANCORPORATION INC | History | Reduced | 6,004 | 236 | 0.12% | 0.14% | 433 | -1,035 | -14.7% | Q4 2025 | Jan 29, 2026 |
| HB Wealth Management, LLC | History | New | 5,932 | 234 | 0.0% | — | 435 | +5,932 | New | Q4 2025 | Jan 28, 2026 |
| Indivisible Partners | History | New | 5,931 | 233 | 0.03% | — | 436 | +5,931 | New | Q4 2025 | Feb 03, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 5,858 | 231 | 0.01% | 0.0% | 437 | +4,698 | 405.0% | Q4 2025 | Feb 04, 2026 |
| Latitude Advisors, LLC | History | New | 5,843 | 230 | 0.1% | — | 438 | +5,843 | New | Q4 2025 | Jan 27, 2026 |
| Townsend & Associates, Inc | History | Reduced | 5,655 | 228 | 0.02% | 0.02% | 439 | -635 | -10.1% | Q4 2025 | Jan 26, 2026 |
| Evanson Asset Management, LLC | History | Added to | 5,779 | 227 | 0.01% | 0.01% | 440 | +3 | 0.05% | Q4 2025 | Jan 12, 2026 |
| Belpointe Asset Management LLC | History | New | 5,737 | 226 | 0.01% | — | 441 | +5,737 | New | Q4 2025 | Jan 27, 2026 |
| BOS Asset Management, LLC | History | Reduced | 5,705 | 225 | 0.06% | 0.07% | 443 | -617 | -9.76% | Q4 2025 | Jan 09, 2026 |
| Essex Bank | History | No change | 5,719 | 225 | 0.05% | 0.05% | 442 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BALLAST ADVISORS LLC | History | No change | 5,683 | 224 | 0.06% | 0.06% | 444 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| WESBANCO BANK INC | History | New | 5,540 | 218 | 0.01% | — | 445 | +5,540 | New | Q4 2025 | Feb 03, 2026 |
| Tanglewood Wealth Management, Inc. | History | No change | 5,550 | 218 | 0.02% | 0.02% | 446 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Bravias Capital Group, LLC | History | New | 5,461 | 215 | 0.13% | — | 448 | +5,461 | New | Q4 2025 | Jan 29, 2026 |
| First Command Advisory Services, Inc. | History | No change | 5,471 | 215 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Lodestone Wealth Management LLC | History | New | 5,362 | 211 | 0.09% | — | 449 | +5,362 | New | Q4 2025 | Jan 15, 2026 |
| Cadence Bank | History | New | 5,335 | 210 | 0.01% | — | 450 | +5,335 | New | Q4 2025 | Jan 30, 2026 |
| Summit Wealth Partners, LLC | History | New | 5,324 | 210 | 0.04% | — | 452 | +5,324 | New | Q4 2025 | Jan 27, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 5,329 | 210 | 0.01% | 0.0% | 451 | +3 | 0.06% | Q4 2025 | Jan 28, 2026 |
| Radnor Capital Management, LLC | History | New | 5,315 | 209 | 0.03% | — | 453 | +5,315 | New | Q4 2025 | Feb 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 5,296 | 208 | 0.0% | 0.0% | 454 | -176 | -3.22% | Q4 2025 | Feb 11, 2026 |
| UNIQUE WEALTH, LLC | History | New | 5,251 | 207 | 0.03% | — | 455 | +5,251 | New | Q4 2025 | Jan 06, 2026 |
| SFI Advisors, LLC | History | New | 5,240 | 206 | 0.13% | — | 456 | +5,240 | New | Q4 2025 | Feb 11, 2026 |
| EP Wealth Advisors, LLC | History | New | 5,204 | 205 | 0.0% | — | 457 | +5,204 | New | Q4 2025 | Feb 18, 2026 |
| GSG Advisors LLC | History | New | 5,168 | 203 | 0.05% | — | 458 | +5,168 | New | Q4 2025 | Jan 08, 2026 |
| AMG National Trust Bank | History | New | 5,140 | 202 | 0.0% | — | 459 | +5,140 | New | Q4 2025 | Jan 30, 2026 |
| SHP Wealth Management | History | New | 5,102 | 201 | 0.02% | — | 460 | +5,102 | New | Q4 2025 | Mar 04, 2026 |
| WHITTIER TRUST CO | History | Reduced | 4,900 | 195 | 0.0% | 0.0% | 461 | -697 | -12.45% | Q4 2025 | Jan 26, 2026 |
| Angeles Investment Advisors, LLC | History | No change | 4,940 | 194 | 0.01% | 0.01% | 462 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Centennial Bank/AR/ | History | Added to | 4,887 | 192 | 0.08% | 0.05% | 463 | +1,675 | 52.15% | Q4 2025 | Feb 17, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 4,841 | 190 | 0.04% | — | 464 | +4,841 | New | Q4 2025 | Feb 09, 2026 |
| Root Financial Partners, LLC | History | Added to | 4,410 | 173 | 0.01% | 0.01% | 465 | +177 | 4.18% | Q4 2025 | Feb 10, 2026 |
| GLENMEDE TRUST CO NA | History | New | 4,309 | 169 | 0.0% | — | 466 | +4,309 | New | Q4 2025 | Feb 17, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 4,153 | 163 | 0.05% | 0.02% | 467 | +3,548 | 586.45% | Q4 2025 | Feb 17, 2026 |
| City State Bank | History | No change | 4,114 | 162 | 0.04% | 0.04% | 468 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Turning Point Benefit Group, Inc. | History | Added to | 4,084 | 161 | 0.08% | 0.07% | 470 | +1,082 | 36.04% | Q4 2025 | Jan 30, 2026 |
| WealthShield Partners, LLC | History | No change | 4,100 | 161 | 0.02% | 0.02% | 469 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Triumph Capital Management | History | New | 4,078 | 160 | 0.03% | — | 471 | +4,078 | New | Q4 2025 | Feb 12, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 4,020 | 158 | 0.01% | 0.02% | 472 | -1,031 | -20.41% | Q4 2025 | Feb 26, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 3,915 | 154 | 0.01% | 0.01% | 473 | -108 | -2.68% | Q4 2025 | Jan 21, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 3,811 | 150 | 0.01% | — | 474 | +3,811 | New | Q4 2025 | Feb 03, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 3,776 | 148 | 0.01% | 0.01% | 475 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 3,600 | 142 | 0.0% | 0.0% | 476 | +3,427 | 1980.92% | Q4 2025 | Feb 11, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 3,502 | 139 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| 10Elms LLP | History | No change | 3,500 | 138 | 0.13% | 0.11% | 478 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Reduced | 3,480 | 137 | 0.07% | 0.08% | 479 | -181 | -4.94% | Q4 2025 | Feb 18, 2026 |
| Front Row Advisors LLC | History | No change | 3,379 | 133 | 0.04% | 0.04% | 480 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | No change | 3,344 | 131 | 0.06% | 0.06% | 481 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 3,119 | 123 | 0.02% | 0.02% | 482 | +86 | 2.84% | Q4 2025 | Feb 12, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 3,000 | 118 | 0.09% | — | 483 | +3,000 | New | Q4 2025 | Feb 11, 2026 |
| UMB Bank, n.a. | History | No change | 2,776 | 109 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Clearstead Trust, LLC | History | Added to | 2,729 | 107 | 0.02% | 0.01% | 485 | +549 | 25.18% | Q4 2025 | Feb 09, 2026 |
| Planning Project LLC | History | New | 2,697 | 106 | 0.03% | — | 486 | +2,697 | New | Q4 2025 | Feb 12, 2026 |
| WOLFF WIESE MAGANA LLC | History | Reduced | 2,650 | 104 | 0.06% | 0.06% | 487 | -100 | -3.64% | Q4 2025 | Jan 14, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 2,591 | 102 | 0.03% | 0.03% | 488 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 60,217 | 99 | 0.02% | 0.01% | 489 | +59,198 | 5809.42% | Q4 2025 | Jan 20, 2026 |
| CoreCap Advisors, LLC | History | Added to | 2,219 | 87 | 0.0% | 0.0% | 491 | +851 | 62.21% | Q4 2025 | Jan 13, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 2,208 | 87 | 0.03% | 0.03% | 490 | -3 | -0.14% | Q4 2025 | Feb 09, 2026 |
| EASTERN BANK | History | No change | 2,164 | 85 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Centerpoint Advisors, LLC | History | Added to | 2,130 | 84 | 0.03% | 0.02% | 493 | +32 | 1.53% | Q4 2025 | Feb 13, 2026 |
| Cedar Wealth Management, LLC | History | No change | 2,081 | 82 | 0.02% | 0.02% | 494 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HM PAYSON & CO | History | New | 2,000 | 78 | 0.0% | — | 495 | +2,000 | New | Q4 2025 | Feb 12, 2026 |
| Glassy Mountain Advisors, Inc. | History | New | 1,959 | 77 | 0.02% | — | 496 | +1,959 | New | Q4 2025 | Feb 10, 2026 |
| Glass Jacobson Investment Advisors llc | History | New | 1,950 | 76 | 0.03% | — | 497 | +1,950 | New | Q4 2025 | Jan 22, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 1,925 | 75 | 0.02% | 0.01% | 498 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Colonial Trust Advisors | History | Added to | 1,900 | 74 | 0.01% | 0.0% | 500 | +580 | 43.94% | Q4 2025 | Feb 12, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 1,896 | 74 | 0.0% | 0.0% | 499 | +53 | 2.88% | Q4 2025 | Feb 02, 2026 |
| United Community Bank | History | No change | 1,884 | 74 | 0.03% | 0.02% | 501 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 1,856 | 73 | 0.04% | — | 502 | +1,856 | New | Q4 2025 | Feb 11, 2026 |
| Bogart Wealth, LLC | History | No change | 1,815 | 71 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| NBT BANK N A /NY | History | Added to | 39 | 70 | 0.0% | 0.0% | 504 | +2 | 5.41% | Q4 2025 | Jan 23, 2026 |
| Sunrise Financial Services, LLC | History | New | 1,764 | 69 | 0.05% | — | 505 | +1,764 | New | Q4 2025 | Feb 11, 2026 |
| Colonial Trust Co / SC | History | No change | 1,546 | 61 | 0.01% | 0.01% | 506 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Intesa Sanpaolo Wealth Management | History | New | 1,500 | 59 | 0.01% | — | 509 | +1,500 | New | Q4 2025 | Feb 12, 2026 |
| Hurley Capital, LLC | History | No change | 1,500 | 59 | 0.03% | 0.03% | 507 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Avalon Trust Co | History | No change | 1,500 | 59 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,490 | 58 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Versant Capital Management, Inc | History | No change | 1,489 | 58 | 0.01% | 0.01% | 511 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Larson Financial Group LLC | History | Added to | 1,409 | 55 | 0.0% | 0.0% | 513 | +909 | 181.8% | Q4 2025 | Feb 06, 2026 |
| TORONTO DOMINION BANK | History | No change | 1,403 | 55 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Dunhill Financial, LLC | History | No change | 1,396 | 55 | 0.01% | 0.01% | 514 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Capital Analysts, LLC | History | Reduced | 1,188 | 47 | 0.0% | 0.0% | 515 | -877 | -42.47% | Q4 2025 | Feb 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,215 | 47 | 0.02% | 0.01% | 516 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SouthState Bank Corp | History | New | 1,141 | 45 | 0.0% | — | 517 | +1,141 | New | Q4 2025 | Feb 11, 2026 |
| Archer Investment Corp | History | No change | 1,097 | 43 | 0.01% | 0.01% | 518 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 1,086 | 42 | 0.0% | 0.0% | 520 | -50 | -4.4% | Q4 2025 | Feb 13, 2026 |
| North Star Investment Management Corp. | History | No change | 1,075 | 42 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Register Financial Advisors LLC | History | Added to | 1,026 | 40 | 0.02% | 0.01% | 522 | +15 | 1.48% | Q4 2025 | Jan 21, 2026 |
| Mascoma Wealth Management LLC | History | No change | 1,035 | 40 | 0.01% | 0.01% | 521 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| SageView Advisory Group, LLC | History | New | 1,000 | 39 | 0.0% | — | 523 | +1,000 | New | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | No change | 980 | 38 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Strive Financial Group ,LLC | History | New | 929 | 36 | 0.02% | — | 526 | +929 | New | Q4 2025 | Feb 18, 2026 |
| Arax Advisory Partners | History | New | 913 | 36 | 0.0% | — | 525 | +913 | New | Q4 2025 | Feb 13, 2026 |
| Realta Investment Advisors | History | Added to | 868 | 34 | 0.01% | 0.01% | 527 | +322 | 58.97% | Q4 2025 | Jan 20, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Added to | 885 | 34 | 0.03% | 0.03% | 528 | +14 | 1.61% | Q4 2025 | Jan 27, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 819 | 32 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Stone House Investment Management, LLC | History | New | 780 | 30 | 0.0% | — | 530 | +780 | New | Q4 2025 | Jan 21, 2026 |
| Westside Investment Management, Inc. | History | Added to | 725 | 28 | 0.0% | 0.0% | 531 | +275 | 61.11% | Q4 2025 | Jan 23, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Added to | 699 | 27 | 0.02% | 0.02% | 532 | +9 | 1.3% | Q4 2025 | Feb 10, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 677 | 26 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 665 | 26 | 0.0% | 0.0% | 534 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 636 | 25 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| McIlrath & Eck, LLC | History | No change | 628 | 24 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 546 | 21 | 0.01% | — | 537 | +546 | New | Q4 2025 | Feb 06, 2026 |
| BOKF, NA | History | New | 531 | 20 | 0.0% | — | 538 | +531 | New | Q4 2025 | Feb 03, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 500 | 19 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 500 | 19 | 0.01% | 0.01% | 540 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Investors Research Corp | History | No change | 501 | 19 | 0.0% | 0.0% | 541 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Key FInancial Inc | History | Added to | 442 | 17 | 0.0% | 0.0% | 543 | +262 | 145.56% | Q4 2025 | Feb 09, 2026 |
| CVA Family Office, LLC | History | Added to | 443 | 17 | 0.0% | 0.0% | 544 | +6 | 1.37% | Q4 2025 | Jan 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 433 | 17 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 416 | 16 | 0.0% | 0.0% | 545 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Rossmore Private Capital | History | No change | 400 | 15 | 0.0% | 0.0% | 546 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Abound Wealth Management | History | Reduced | 378 | 14 | 0.0% | 0.01% | 548 | -610 | -61.74% | Q4 2025 | Jan 12, 2026 |
| Harbor Asset Planning, Inc. | History | New | 360 | 14 | 0.01% | — | 549 | +360 | New | Q4 2025 | Jan 26, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 362 | 14 | 0.0% | 0.0% | 547 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| BankPlus Trust Department | History | New | 327 | 12 | 0.0% | — | 550 | +327 | New | Q4 2025 | Jan 27, 2026 |
| Motiv8 Investments LLC | History | New | 269 | 11 | 0.01% | — | 551 | +269 | New | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 236 | 9 | 0.0% | 0.0% | 555 | +151 | 177.65% | Q4 2025 | Feb 13, 2026 |
| AlphaCore Capital LLC | History | No change | 250 | 9 | 0.0% | 0.0% | 552 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Kozak & Associates, Inc. | History | No change | 237 | 9 | 0.0% | 0.0% | 553 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 245 | 9 | 0.01% | 0.01% | 554 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | New | 187 | 7 | 0.0% | — | 556 | +187 | New | Q4 2025 | Jan 27, 2026 |
| NBC SECURITIES, INC. | History | No change | 190 | 7 | 0.0% | 0.0% | 557 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 160 | 6 | 0.0% | 0.0% | 558 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TSFG, LLC | History | No change | 163 | 6 | 0.0% | 0.0% | 559 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| HOWE & RUSLING INC | History | No change | 141 | 5 | 0.0% | 0.0% | 560 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 125 | 4 | 0.0% | — | 561 | +125 | New | Q4 2025 | Feb 18, 2026 |
| Capital Investment Counsel, Inc | History | New | 39 | 1 | 0.0% | — | 563 | +39 | New | Q4 2025 | Jan 23, 2026 |
| Crewe Advisors LLC | History | Reduced | 26 | 1 | 0.0% | 0.0% | 564 | -5 | -16.13% | Q4 2025 | Jan 16, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 44 | 1 | 0.0% | 0.0% | 562 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 45 | 1 | 0.0% | 0.0% | 565 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 43 | 1 | 0.0% | 0.0% | 566 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | Closed out | 0 | 0 | — | 2.78% | — | -155,730 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Caprock Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -39,309 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Curran Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -31,721 | -100.0% | Q3 2025 | Oct 16, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -27,399 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Vontobel Holding Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,650 | -100.0% | Q3 2025 | Oct 15, 2025 |
| SMITH, MOORE & CO. | History | Closed out | 0 | 0 | — | 0.02% | — | -6,313 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Closed out | 0 | 0 | — | 0.02% | — | -5,503 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Accredited Investors Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,491 | -100.0% | Q3 2025 | Oct 30, 2025 |
| BROWN BROTHERS HARRIMAN & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -4,861 | -100.0% | Q3 2025 | Nov 13, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -4,042 | -100.0% | Q3 2025 | Oct 09, 2025 |
| ELEVATION WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,546 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Global Trust Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,300 | -100.0% | Q3 2025 | Oct 28, 2025 |
| LGT Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -2,352 | -100.0% | Q3 2025 | Nov 17, 2025 |
| ALBION FINANCIAL GROUP /UT | History | Closed out | 0 | 0 | — | 0.0% | — | -1,475 | -100.0% | Q3 2025 | Oct 20, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -811 | -100.0% | Q3 2025 | Nov 03, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -520 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Park Square Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -140 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -110 | -100.0% | Q3 2025 | Nov 07, 2025 |
| COUNTRY TRUST BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Oct 28, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -59 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Ancora Advisors LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Horizon Investments, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Arlington Trust Co LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |