iSHARES TRUST - IFRA
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 10,099,658 | 531,443 | 0.04% | 0.04% | 1 | +84,233 | 0.84% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 2,029,036 | 106,767 | 0.01% | 0.01% | 2 | -4,310 | -0.21% | Q4 2025 | Feb 13, 2026 |
| Wharton Business Group, LLC | History | Reduced | 1,714,900 | 90,238 | 3.43% | 3.96% | 3 | -240 | -0.01% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Added to | 1,149,312 | 60,476 | 0.02% | 0.02% | 4 | +85,038 | 7.99% | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | Added to | 1,025,850 | 53,980 | 0.06% | 0.07% | 5 | +54,428 | 5.6% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 794,220 | 41,791 | 0.01% | 0.01% | 6 | +336,651 | 73.57% | Q4 2025 | Feb 18, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 753,905 | 39,670 | 0.02% | 0.02% | 7 | +54,996 | 7.87% | Q4 2025 | Mar 20, 2026 |
| Cetera Investment Advisers | History | Added to | 705,162 | 37,105 | 0.04% | 0.03% | 8 | +177,590 | 33.66% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 483,634 | 25,448 | 0.02% | 0.02% | 9 | +14,781 | 3.15% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 481,335 | 25,334 | 0.04% | 0.03% | 10 | +66,997 | 16.17% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Reduced | 437,796 | 23,036 | 0.02% | 0.02% | 11 | -4,101 | -0.93% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 405,882 | 21,357 | 0.0% | 0.0% | 12 | +27,758 | 7.34% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 383,933 | 20,202 | 0.04% | 0.04% | 13 | -8,708 | -2.22% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 370,841 | 19,513 | 0.01% | 0.01% | 14 | -2,561 | -0.69% | Q4 2025 | Feb 06, 2026 |
| Curi Capital, LLC | History | Reduced | 364,524 | 19,181 | 0.33% | 0.36% | 15 | -3,958 | -1.07% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 342,822 | 18,031 | 0.0% | 0.0% | 16 | +37,503 | 12.28% | Q4 2025 | Feb 17, 2026 |
| Compound Planning, Inc. | History | Added to | 337,560 | 17,762 | 0.52% | 0.53% | 17 | +29,497 | 9.57% | Q4 2025 | Feb 19, 2026 |
| UBS Group AG | History | Added to | 328,709 | 17,296 | 0.0% | 0.0% | 18 | +2,920 | 0.9% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 326,429 | 17,176 | 0.02% | 0.02% | 19 | -5,456 | -1.64% | Q4 2025 | Feb 12, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 297,933 | 15,677 | 0.35% | 0.37% | 20 | +1,005 | 0.34% | Q4 2025 | Jan 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 280,897 | 14,780 | 0.0% | 0.0% | 21 | -31,372 | -10.05% | Q4 2025 | Feb 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 226,384 | 11,912 | 0.03% | 0.04% | 22 | -72,046 | -24.14% | Q4 2025 | Feb 13, 2026 |
| SUMITOMO LIFE INSURANCE CO | History | Added to | 196,700 | 10,350 | 0.28% | 0.12% | 23 | +121,500 | 161.57% | Q4 2025 | Feb 13, 2026 |
| TrustBank | History | New | 195,656 | 10,295 | 4.29% | — | 24 | +195,656 | New | Q4 2025 | Feb 09, 2026 |
| Laurel Wealth Planning LLC | History | Reduced | 191,860 | 10,095 | 5.59% | 5.38% | 25 | -697 | -0.36% | Q4 2025 | Jan 23, 2026 |
| Brio Consultants, LLC | History | Added to | 188,282 | 9,907 | 1.29% | 1.33% | 26 | +5,133 | 2.8% | Q4 2025 | Feb 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 171,678 | 9,033 | 0.01% | 0.0% | 27 | +62,623 | 57.42% | Q4 2025 | Feb 17, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 157,241 | 8,274 | 0.16% | 0.17% | 28 | +6,513 | 4.32% | Q4 2025 | Jan 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 156,057 | 8,211 | 0.01% | 0.01% | 29 | +6,454 | 4.31% | Q4 2025 | Feb 06, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 145,079 | 7,634 | 0.01% | 0.01% | 30 | +9,617 | 7.1% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 138,847 | 7,306 | 0.0% | — | 31 | +138,847 | New | Q4 2025 | Feb 17, 2026 |
| Haven Private, LLC | History | Reduced | 129,638 | 6,821 | 2.98% | 3.06% | 32 | -1,427 | -1.09% | Q4 2025 | Feb 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 120,178 | 6,373 | 0.01% | 0.01% | 33 | +15,287 | 14.57% | Q4 2025 | Feb 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 116,078 | 6,108 | 0.02% | 0.02% | 34 | +1,384 | 1.21% | Q4 2025 | Feb 05, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 111,980 | 5,892 | 0.0% | 0.0% | 35 | -2,125 | -1.86% | Q4 2025 | Feb 11, 2026 |
| VAN ECK ASSOCIATES CORP | History | New | 110,077 | 5,792 | 0.0% | — | 36 | +110,077 | New | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 95,477 | 5,023 | 0.08% | 0.08% | 37 | +2,037 | 2.18% | Q4 2025 | Feb 12, 2026 |
| Consilium Wealth Advisory, LLC | History | Added to | 76,298 | 4,014 | 1.48% | 1.52% | 38 | +1,777 | 2.38% | Q4 2025 | Jan 26, 2026 |
| LANE BROTHERS & CO INC | History | New | 70,763 | 3,723 | 2.69% | — | 39 | +70,763 | New | Q4 2025 | Mar 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 64,669 | 3,402 | 0.01% | 0.01% | 40 | +4,331 | 7.18% | Q4 2025 | Feb 18, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 64,648 | 3,401 | 0.22% | 0.23% | 41 | -124 | -0.19% | Q4 2025 | Jan 23, 2026 |
| Silver Coast Investments LLC | History | Added to | 63,978 | 3,366 | 1.16% | 1.15% | 42 | +310 | 0.49% | Q4 2025 | Jan 27, 2026 |
| Paller Financial Services Inc | History | New | 62,899 | 3,309 | 2.65% | — | 43 | +62,899 | New | Q4 2025 | Jan 15, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 58,459 | 3,076 | 0.04% | 0.03% | 44 | -1,564 | -2.61% | Q4 2025 | Feb 13, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | Added to | 53,674 | 2,824 | 1.52% | 1.18% | 45 | +14,557 | 37.21% | Q4 2025 | Jan 29, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 53,650 | 2,823 | 0.01% | 0.01% | 46 | -3,719 | -6.48% | Q4 2025 | Feb 13, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 52,966 | 2,787 | 0.33% | 0.38% | 47 | -6,878 | -11.49% | Q4 2025 | Feb 03, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 52,353 | 2,754 | 0.03% | 0.01% | 48 | +39,669 | 312.75% | Q4 2025 | Jan 20, 2026 |
| Forthright Family Wealth Advisory LLC | History | Added to | 50,111 | 2,636 | 1.66% | 1.55% | 49 | +2,467 | 5.18% | Q4 2025 | Feb 23, 2026 |
| CWM, LLC | History | Reduced | 48,799 | 2,568 | 0.01% | 0.01% | 50 | -7,585 | -13.45% | Q4 2025 | Jan 26, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 47,558 | 2,503 | 0.01% | 0.01% | 51 | -3,654 | -7.14% | Q4 2025 | Feb 11, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 46,335 | 2,438 | 0.06% | 0.06% | 52 | +2,018 | 4.55% | Q4 2025 | Jan 23, 2026 |
| Equitable Holdings, Inc. | History | Added to | 42,606 | 2,241 | 0.02% | 0.02% | 53 | +394 | 0.93% | Q4 2025 | Feb 17, 2026 |
| BG Investment Services, LLC | History | Reduced | 40,860 | 2,150 | 1.92% | 2.14% | 54 | -292 | -0.71% | Q4 2025 | Feb 05, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 40,189 | 2,114 | 0.12% | 0.13% | 55 | -987 | -2.4% | Q4 2025 | Feb 04, 2026 |
| Urban Wealth Management, LLC | History | New | 39,830 | 2,095 | 1.95% | — | 56 | +39,830 | New | Q4 2025 | Jan 30, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 39,035 | 2,054 | 0.46% | 0.51% | 57 | -884 | -2.21% | Q4 2025 | Jan 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 38,238 | 2,012 | 0.01% | 0.01% | 58 | +493 | 1.31% | Q4 2025 | Feb 12, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | New | 38,206 | 2,010 | 0.91% | — | 59 | +38,206 | New | Q4 2025 | Jan 16, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 39,756 | 1,987 | 0.05% | 0.04% | 60 | -4,712 | -10.6% | Q4 2025 | Feb 11, 2026 |
| Alpha Financial Partners, LLC | History | Added to | 36,873 | 1,940 | 1.18% | 1.2% | 61 | +2,022 | 5.8% | Q4 2025 | Feb 10, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 36,431 | 1,916 | 0.31% | 0.33% | 62 | +1,896 | 5.49% | Q4 2025 | Feb 11, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 35,113 | 1,848 | 0.0% | — | 63 | +35,113 | New | Q4 2025 | Feb 10, 2026 |
| Financial Partners Group, Inc | History | Reduced | 32,917 | 1,844 | 0.21% | 0.22% | 64 | -398 | -1.19% | Q4 2025 | Feb 03, 2026 |
| ARRIEN INVESTMENTS, INC. | History | Reduced | 34,526 | 1,816 | 1.02% | 1.07% | 65 | -124 | -0.36% | Q4 2025 | Jan 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 34,187 | 1,798 | 0.02% | 0.02% | 66 | +5,626 | 19.7% | Q4 2025 | Jan 23, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Added to | 33,273 | 1,750 | 0.55% | 0.54% | 67 | +2,275 | 7.34% | Q4 2025 | Jan 12, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 32,418 | 1,705 | 0.07% | 0.08% | 68 | -630 | -1.91% | Q4 2025 | Jan 29, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 32,087 | 1,688 | 0.06% | 0.06% | 69 | -97 | -0.3% | Q4 2025 | Feb 02, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 31,926 | 1,679 | 0.01% | 0.01% | 70 | +5,580 | 21.18% | Q4 2025 | Jan 29, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 30,539 | 1,606 | 0.0% | 0.0% | 71 | +2,007 | 7.03% | Q4 2025 | Mar 16, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 30,499 | 1,605 | 0.56% | 0.6% | 72 | +95 | 0.31% | Q4 2025 | Jan 21, 2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | History | New | 30,066 | 1,582 | 0.48% | — | 73 | +30,066 | New | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | Reduced | 28,164 | 1,481 | 0.03% | 0.04% | 74 | -71 | -0.25% | Q4 2025 | Feb 06, 2026 |
| IHT Wealth Management, LLC | History | Added to | 27,770 | 1,461 | 0.04% | 0.03% | 75 | +8,542 | 44.42% | Q4 2025 | Feb 17, 2026 |
| Eaton Financial Holdings Company, LLC | History | No change | 27,423 | 1,442 | 0.39% | 0.41% | 76 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Western Wealth Management, LLC | History | Added to | 27,291 | 1,436 | 0.07% | 0.07% | 77 | +2,637 | 10.7% | Q4 2025 | Feb 05, 2026 |
| Cerity Partners LLC | History | Added to | 27,107 | 1,426 | 0.0% | 0.0% | 78 | +19,702 | 266.06% | Q4 2025 | Feb 11, 2026 |
| Private Advisor Group, LLC | History | Added to | 27,111 | 1,426 | 0.01% | 0.01% | 79 | +6,377 | 30.76% | Q4 2025 | Feb 17, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 24,991 | 1,416 | 0.04% | 0.04% | 80 | +1,291 | 5.45% | Q4 2025 | Jan 23, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 25,784 | 1,356 | 0.18% | 0.2% | 81 | -476 | -1.81% | Q4 2025 | Feb 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 25,235 | 1,327 | 0.0% | 0.0% | 82 | +1,009 | 4.16% | Q4 2025 | Mar 25, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 24,908 | 1,310 | 0.61% | 0.56% | 84 | +1,959 | 8.54% | Q4 2025 | Jan 14, 2026 |
| Sound Financial Strategies Group, LLC | History | Added to | 24,911 | 1,310 | 0.93% | 0.96% | 83 | +10 | 0.04% | Q4 2025 | Feb 03, 2026 |
| Copia Wealth Management | History | Reduced | 24,878 | 1,309 | 0.94% | 1.06% | 85 | -2,223 | -8.2% | Q4 2025 | Feb 06, 2026 |
| Corient Private Wealth LLC | History | Added to | 23,549 | 1,239 | 0.0% | 0.0% | 86 | +5,180 | 28.2% | Q4 2025 | Mar 09, 2026 |
| Focus Partners Wealth | History | Added to | 23,530 | 1,238 | 0.0% | 0.0% | 87 | +4,197 | 21.71% | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 22,678 | 1,193 | 0.01% | 0.01% | 88 | -172 | -0.75% | Q4 2025 | Feb 12, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 22,402 | 1,178 | 0.08% | 0.09% | 89 | -1,721 | -7.13% | Q4 2025 | Feb 20, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 22,261 | 1,171 | 0.01% | 0.02% | 90 | +2,189 | 10.91% | Q4 2025 | Jan 29, 2026 |
| HERBST GROUP, LLC | History | New | 22,142 | 1,165 | 0.69% | — | 91 | +22,142 | New | Q4 2025 | Jan 16, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 21,814 | 1,147 | 0.0% | 0.01% | 92 | -14 | -0.06% | Q4 2025 | Feb 18, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 21,401 | 1,126 | 0.03% | 0.02% | 93 | +4,937 | 29.99% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | New | 21,229 | 1,117 | 0.0% | — | 94 | +21,229 | New | Q4 2025 | Feb 10, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 20,420 | 1,074 | 0.0% | — | 95 | +20,420 | New | Q4 2025 | Feb 13, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 20,144 | 1,059 | 0.01% | 0.01% | 96 | -1,253 | -5.86% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 19,356 | 1,049 | 0.0% | 0.0% | 97 | -762 | -3.79% | Q4 2025 | Jan 08, 2026 |
| Kovack Advisors, Inc. | History | New | 19,367 | 1,019 | 0.05% | — | 98 | +19,367 | New | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 18,448 | 970 | 0.0% | 0.0% | 99 | -5,755 | -23.78% | Q4 2025 | Jan 29, 2026 |
| Maia Wealth LLC | History | Reduced | 16,274 | 969 | 0.17% | 0.15% | 100 | -1,079 | -6.22% | Q4 2025 | Feb 17, 2026 |
| Sovran Advisors, LLC | History | Added to | 16,666 | 942 | 0.08% | 0.08% | 101 | +211 | 1.28% | Q4 2025 | Jan 20, 2026 |
| JT Stratford LLC | History | Reduced | 17,829 | 938 | 0.12% | 0.13% | 102 | -643 | -3.48% | Q4 2025 | Feb 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 17,784 | 935 | 0.01% | 0.0% | 103 | +7,377 | 70.88% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 17,360 | 914 | 0.01% | 0.01% | 104 | -20 | -0.12% | Q4 2025 | Jan 05, 2026 |
| Elm3 Financial Group, LLC | History | New | 17,279 | 909 | 0.75% | — | 105 | +17,279 | New | Q4 2025 | Jan 22, 2026 |
| &PARTNERS | History | Added to | 16,924 | 890 | 0.0% | 0.01% | 106 | +255 | 1.53% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 16,790 | 883 | 0.0% | 0.0% | 107 | +1,609 | 10.6% | Q4 2025 | Feb 17, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 16,780 | 882 | 0.61% | 0.63% | 108 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 16,611 | 874 | 0.02% | 0.02% | 109 | +93 | 0.56% | Q4 2025 | Feb 06, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 16,591 | 873 | 0.02% | 0.02% | 110 | +50 | 0.3% | Q4 2025 | Jan 07, 2026 |
| SWMG, LLC | History | Added to | 14,611 | 856 | 0.24% | 0.24% | 111 | +82 | 0.56% | Q4 2025 | Feb 10, 2026 |
| Cascade Financial Partners, LLC | History | No change | 16,159 | 850 | 0.09% | 0.1% | 112 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 16,145 | 849 | 0.09% | 0.11% | 113 | -2,172 | -11.86% | Q4 2025 | Mar 03, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 15,900 | 836 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 15,850 | 834 | 0.0% | 0.0% | 115 | -3,602 | -18.52% | Q4 2025 | Feb 02, 2026 |
| Visionary Wealth Advisors | History | Added to | 15,744 | 828 | 0.04% | 0.04% | 116 | +660 | 4.38% | Q4 2025 | Feb 13, 2026 |
| KPP Advisory Services LLC | History | Reduced | 15,715 | 826 | 0.12% | 0.14% | 117 | -1,921 | -10.89% | Q4 2025 | Feb 02, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 15,432 | 812 | 0.22% | 0.13% | 118 | +38 | 0.25% | Q4 2025 | Jan 27, 2026 |
| Insight Wealth Partners, LLC | History | Reduced | 14,700 | 773 | 0.11% | 0.24% | 119 | -429 | -2.84% | Q4 2025 | Feb 17, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 14,329 | 753 | 0.13% | — | 120 | +14,329 | New | Q4 2025 | Feb 12, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Reduced | 14,045 | 739 | 0.26% | 0.47% | 121 | -10,484 | -42.74% | Q4 2025 | Jan 27, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 13,979 | 735 | 0.16% | 0.17% | 122 | +1,162 | 9.07% | Q4 2025 | Feb 09, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 13,710 | 721 | 0.0% | 0.0% | 123 | +227 | 1.68% | Q4 2025 | Feb 12, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 13,680 | 719 | 0.0% | 0.0% | 124 | +340 | 2.55% | Q4 2025 | Feb 17, 2026 |
| Financial Perspectives, Inc | History | No change | 13,635 | 717 | 0.19% | 0.2% | 125 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| KICKSTAND VENTURES, LLC. | History | Reduced | 13,606 | 715 | 0.15% | 0.16% | 126 | -199 | -1.44% | Q4 2025 | Jan 29, 2026 |
| Indivisible Partners | History | New | 13,398 | 704 | 0.08% | — | 127 | +13,398 | New | Q4 2025 | Feb 03, 2026 |
| Moss Adams Wealth Advisors LLC | History | No change | 13,254 | 697 | 0.05% | 0.05% | 128 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Wellspring Financial Advisors, LLC | History | New | 12,963 | 682 | 0.05% | — | 129 | +12,963 | New | Q4 2025 | Feb 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 12,374 | 651 | 0.01% | 0.02% | 130 | -2,636 | -17.56% | Q4 2025 | Feb 09, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 11,370 | 641 | 0.02% | 0.01% | 131 | +4,547 | 66.64% | Q4 2025 | Jan 28, 2026 |
| Creekside Partners | History | Reduced | 12,134 | 638 | 0.27% | 0.4% | 132 | -5,280 | -30.32% | Q4 2025 | Feb 13, 2026 |
| Strategic Financial Partners, Ltd. | History | Reduced | 12,027 | 632 | 0.27% | 0.31% | 133 | -731 | -5.73% | Q4 2025 | Feb 11, 2026 |
| Hibernia Wealth Partners, LLC | History | New | 11,859 | 624 | 0.19% | — | 134 | +11,859 | New | Q4 2025 | Feb 12, 2026 |
| EJMK Ventures LLC | History | New | 11,750 | 618 | 0.38% | — | 135 | +11,750 | New | Q4 2025 | Mar 03, 2026 |
| Clifford Group, LLC | History | Added to | 11,722 | 616 | 0.48% | 0.46% | 136 | +466 | 4.14% | Q4 2025 | Feb 13, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 11,701 | 615 | 0.01% | 0.01% | 137 | -180 | -1.52% | Q4 2025 | Jan 22, 2026 |
| Waverly Advisors, LLC | History | Added to | 11,631 | 612 | 0.0% | 0.01% | 138 | +498 | 4.47% | Q4 2025 | Feb 17, 2026 |
| Keebeck Wealth Management | History | Reduced | 11,330 | 596 | 0.07% | 0.08% | 139 | -939 | -7.65% | Q4 2025 | Feb 17, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 11,301 | 594 | 0.37% | 0.41% | 140 | +177 | 1.59% | Q4 2025 | Jan 29, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 11,024 | 580 | 0.04% | 0.05% | 141 | -236 | -2.1% | Q4 2025 | Jan 09, 2026 |
| Sage Capital Management, LLC | History | Added to | 11,007 | 579 | 0.27% | 0.26% | 142 | +16 | 0.15% | Q4 2025 | Jan 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 10,721 | 564 | 0.0% | 0.0% | 143 | -8,882 | -45.31% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 10,549 | 555 | 0.0% | 0.0% | 145 | +300 | 2.93% | Q4 2025 | Feb 12, 2026 |
| CENTRAL TRUST Co | History | No change | 10,560 | 555 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Allen Capital Group, LLC | History | No change | 10,560 | 555 | 0.05% | 0.05% | 146 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| VestGen Advisors, LLC | History | Reduced | 10,441 | 549 | 0.02% | 0.03% | 147 | -5,791 | -35.68% | Q4 2025 | Feb 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 10,406 | 547 | 0.01% | 0.02% | 148 | -4,438 | -29.9% | Q4 2025 | Jan 29, 2026 |
| TCI Wealth Advisors, Inc. | History | No change | 10,146 | 533 | 0.03% | 0.03% | 149 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 10,000 | 526 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Balboa Wealth Partners | History | Added to | 9,946 | 523 | 0.09% | 0.06% | 152 | +3,767 | 60.96% | Q4 2025 | Jan 16, 2026 |
| Merit Financial Group, LLC | History | Added to | 9,947 | 523 | 0.0% | 0.0% | 151 | +1,109 | 12.55% | Q4 2025 | Jan 26, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 9,904 | 521 | 0.01% | 0.01% | 153 | +2,401 | 32.0% | Q4 2025 | Feb 02, 2026 |
| Pines Wealth Management, LLC | History | Added to | 9,884 | 520 | 0.17% | 0.17% | 154 | +444 | 4.7% | Q4 2025 | Feb 02, 2026 |
| Triad Wealth Partners, LLC | History | New | 9,842 | 517 | 0.05% | — | 156 | +9,842 | New | Q4 2025 | Jan 22, 2026 |
| Blue Trust, Inc. | History | Added to | 9,837 | 517 | 0.01% | 0.01% | 155 | +29 | 0.3% | Q4 2025 | Jan 16, 2026 |
| Sigma Planning Corp | History | Reduced | 9,500 | 499 | 0.01% | 0.01% | 157 | -105 | -1.09% | Q4 2025 | Jan 30, 2026 |
| Mutual Advisors, LLC | History | Reduced | 9,418 | 495 | 0.01% | 0.01% | 158 | -585 | -5.85% | Q4 2025 | Feb 02, 2026 |
| CHOREO, LLC | History | Reduced | 9,194 | 488 | 0.01% | 0.01% | 159 | -471 | -4.87% | Q4 2025 | Jan 23, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 9,110 | 479 | 0.03% | 0.03% | 160 | -348 | -3.68% | Q4 2025 | Jan 20, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 8,900 | 468 | 0.0% | 0.0% | 161 | -5,100 | -36.43% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Added to | 8,846 | 465 | 0.0% | 0.0% | 162 | +2,056 | 30.28% | Q4 2025 | Jan 30, 2026 |
| Gotham Asset Management, LLC | History | Added to | 8,770 | 461 | 0.0% | 0.0% | 163 | +4,665 | 113.64% | Q4 2025 | Feb 17, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 8,612 | 453 | 0.05% | 0.05% | 164 | +910 | 11.82% | Q4 2025 | Jan 09, 2026 |
| NewEdge Wealth, LLC | History | Added to | 8,584 | 451 | 0.01% | 0.01% | 165 | +1,923 | 28.87% | Q4 2025 | Feb 03, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 8,371 | 440 | 0.03% | 0.02% | 166 | -142 | -1.67% | Q4 2025 | Feb 17, 2026 |
| HB Wealth Management, LLC | History | Added to | 8,316 | 437 | 0.0% | 0.0% | 167 | +46 | 0.56% | Q4 2025 | Jan 28, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 8,189 | 430 | 0.06% | 0.09% | 168 | -2,155 | -20.83% | Q4 2025 | Jan 14, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Reduced | 8,119 | 427 | 0.08% | 0.08% | 169 | -155 | -1.87% | Q4 2025 | Jan 16, 2026 |
| AE Wealth Management LLC | History | Reduced | 8,093 | 425 | 0.0% | 0.0% | 170 | -590 | -6.79% | Q4 2025 | Jan 26, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 8,063 | 424 | 0.02% | 0.02% | 171 | -434 | -5.11% | Q4 2025 | Feb 13, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 8,005 | 421 | 0.03% | 0.03% | 172 | +6 | 0.08% | Q4 2025 | Feb 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 7,903 | 415 | 0.01% | 0.01% | 173 | +466 | 6.27% | Q4 2025 | Jan 30, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 7,878 | 414 | 0.01% | 0.01% | 174 | -2,191 | -21.76% | Q4 2025 | Feb 03, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 7,783 | 409 | 0.09% | 0.06% | 175 | +2,908 | 59.65% | Q4 2025 | Jan 26, 2026 |
| Sage Mountain Advisors LLC | History | New | 7,682 | 404 | 0.02% | — | 177 | +7,682 | New | Q4 2025 | Jan 23, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 7,682 | 404 | 0.01% | 0.01% | 176 | +1,226 | 18.99% | Q4 2025 | Feb 09, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | No change | 7,644 | 402 | 0.11% | 0.12% | 178 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 7,366 | 387 | 0.32% | 0.24% | 179 | +2,906 | 65.16% | Q4 2025 | Feb 10, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 7,316 | 384 | 0.02% | 0.02% | 180 | -895 | -10.9% | Q4 2025 | Feb 10, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 7,218 | 379 | 0.01% | 0.02% | 181 | -859 | -10.64% | Q4 2025 | Jan 13, 2026 |
| TSA Wealth Managment LLC | History | Reduced | 7,208 | 379 | 0.13% | 0.14% | 182 | -536 | -6.92% | Q4 2025 | Jan 22, 2026 |
| Integrated Advisors Network LLC | History | Added to | 7,055 | 371 | 0.02% | 0.02% | 184 | +1 | 0.01% | Q4 2025 | Feb 17, 2026 |
| BIP Wealth, LLC | History | No change | 7,054 | 371 | 0.01% | 0.02% | 183 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 7,030 | 369 | 0.0% | 0.0% | 185 | +730 | 11.59% | Q4 2025 | Feb 12, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 6,998 | 368 | 0.04% | 0.05% | 186 | -764 | -9.84% | Q4 2025 | Jan 20, 2026 |
| Allworth Financial LP | History | New | 6,873 | 361 | 0.0% | — | 187 | +6,873 | New | Q4 2025 | Feb 05, 2026 |
| Mosley Wealth Management | History | New | 6,679 | 357 | 0.16% | — | 188 | +6,679 | New | Q4 2025 | Feb 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 6,706 | 352 | 0.0% | 0.0% | 189 | +385 | 6.09% | Q4 2025 | Feb 17, 2026 |
| BEACON FINANCIAL GROUP | History | New | 6,664 | 350 | 0.03% | — | 190 | +6,664 | New | Q4 2025 | Apr 01, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | New | 6,128 | 349 | 0.09% | — | 191 | +6,128 | New | Q4 2025 | Jan 26, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 6,623 | 348 | 0.01% | — | 192 | +6,623 | New | Q4 2025 | Feb 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 6,601 | 347 | 0.03% | 0.03% | 193 | +142 | 2.2% | Q4 2025 | Jan 07, 2026 |
| Capstone Financial Advisors, Inc. | History | Added to | 6,549 | 344 | 0.02% | 0.02% | 194 | +67 | 1.03% | Q4 2025 | Feb 17, 2026 |
| Concorde Asset Management, LLC | History | Added to | 6,525 | 343 | 0.14% | 0.14% | 195 | +116 | 1.81% | Q4 2025 | Feb 13, 2026 |
| Mainstream Capital Management LLC | History | Reduced | 6,472 | 340 | 0.22% | 0.25% | 196 | -651 | -9.14% | Q4 2025 | Jan 21, 2026 |
| Eagle Strategies LLC | History | Reduced | 6,430 | 338 | 0.04% | 0.05% | 198 | -144 | -2.19% | Q4 2025 | Jan 23, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 6,440 | 338 | 0.06% | 0.06% | 197 | +3 | 0.05% | Q4 2025 | Jan 26, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Added to | 6,402 | 336 | 0.03% | 0.03% | 199 | +292 | 4.78% | Q4 2025 | Jan 20, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 6,378 | 335 | 0.04% | 0.05% | 201 | -1,267 | -16.57% | Q4 2025 | Feb 02, 2026 |
| Essex Financial Services, Inc. | History | Added to | 6,381 | 335 | 0.02% | 0.02% | 200 | +18 | 0.28% | Q4 2025 | Feb 10, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 6,270 | 329 | 0.05% | 0.05% | 202 | -17 | -0.27% | Q4 2025 | Jan 27, 2026 |
| Evolution Wealth Advisors, LLC | History | New | 6,215 | 327 | 0.03% | — | 203 | +6,215 | New | Q4 2025 | Jan 12, 2026 |
| IEQ CAPITAL, LLC | History | New | 6,117 | 321 | 0.0% | — | 204 | +6,117 | New | Q4 2025 | Feb 13, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 6,025 | 317 | 0.01% | 0.01% | 206 | -194 | -3.12% | Q4 2025 | Jan 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 6,029 | 317 | 0.0% | 0.0% | 205 | +3 | 0.05% | Q4 2025 | Feb 06, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 5,968 | 314 | 0.02% | 0.02% | 207 | -8 | -0.13% | Q4 2025 | Jan 29, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 5,930 | 312 | 0.01% | — | 208 | +5,930 | New | Q4 2025 | Jan 09, 2026 |
| Asempa Wealth Advisors | History | New | 5,866 | 308 | 0.27% | — | 209 | +5,866 | New | Q4 2025 | Jan 08, 2026 |
| Arkadios Wealth Advisors | History | Added to | 5,783 | 304 | 0.01% | 0.01% | 210 | +1,671 | 40.64% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 5,703 | 300 | 0.01% | 0.01% | 211 | +171 | 3.09% | Q4 2025 | Feb 06, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 5,639 | 296 | 0.05% | 0.06% | 212 | -221 | -3.77% | Q4 2025 | Jan 07, 2026 |
| Magnus Financial Group LLC | History | No change | 5,479 | 288 | 0.02% | 0.02% | 213 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 5,353 | 281 | 0.03% | 0.03% | 214 | -56 | -1.04% | Q4 2025 | Feb 13, 2026 |
| J. Mark Nickell & Co. | History | New | 5,304 | 279 | 0.26% | — | 215 | +5,304 | New | Q4 2025 | Feb 13, 2026 |
| Sharkey, Howes & Javer | History | No change | 5,250 | 276 | 0.04% | 0.04% | 216 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 5,132 | 270 | 0.0% | 0.0% | 217 | +374 | 7.86% | Q4 2025 | Feb 17, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 4,979 | 262 | 0.04% | 0.05% | 218 | -186 | -3.6% | Q4 2025 | Feb 17, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 4,957 | 260 | 0.01% | 0.01% | 219 | -1,634 | -24.79% | Q4 2025 | Feb 13, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 4,933 | 259 | 0.1% | 0.11% | 221 | +28 | 0.57% | Q4 2025 | Feb 05, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 4,924 | 259 | 0.02% | 0.02% | 220 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| LaFleur & Godfrey LLC | History | Added to | 4,905 | 258 | 0.03% | 0.03% | 222 | +410 | 9.12% | Q4 2025 | Feb 03, 2026 |
| West Wealth Group, LLC | History | Reduced | 4,889 | 257 | 0.05% | 0.06% | 223 | -204 | -4.01% | Q4 2025 | Jan 26, 2026 |
| KINTRA WEALTH, LLC | History | New | 4,874 | 256 | 0.04% | — | 224 | +4,874 | New | Q4 2025 | Feb 18, 2026 |
| Donalies Financial Planning, LLC | History | New | 4,858 | 255 | 0.22% | — | 225 | +4,858 | New | Q4 2025 | Feb 17, 2026 |
| Yukon Wealth Management, Inc. | History | Reduced | 4,403 | 254 | 0.15% | 0.09% | 226 | -952 | -17.78% | Q4 2025 | Feb 10, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Reduced | 4,723 | 248 | 0.04% | 0.04% | 227 | -412 | -8.02% | Q4 2025 | Jan 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 4,729 | 248 | 0.0% | 0.0% | 228 | -98 | -2.03% | Q4 2025 | Feb 11, 2026 |
| Ridgeline Wealth, LLC | History | Reduced | 4,724 | 248 | 0.17% | 0.18% | 229 | -18 | -0.38% | Q4 2025 | Jan 08, 2026 |
| Invst, LLC | History | Added to | 4,684 | 246 | 0.03% | 0.02% | 230 | +850 | 22.17% | Q4 2025 | Feb 11, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 4,596 | 241 | 0.02% | 0.02% | 231 | +2 | 0.04% | Q4 2025 | Jan 23, 2026 |
| Wealth Management Associates, Inc. | History | No change | 4,575 | 240 | 0.08% | 0.09% | 232 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Summit Financial, LLC | History | New | 4,464 | 234 | 0.0% | — | 233 | +4,464 | New | Q4 2025 | Feb 13, 2026 |
| Apollon Financial, LLC | History | No change | 4,458 | 234 | 0.03% | 0.04% | 234 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 4,424 | 232 | 0.0% | — | 235 | +4,424 | New | Q4 2025 | Feb 18, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 4,386 | 230 | 0.0% | 0.01% | 236 | -511 | -10.43% | Q4 2025 | Jan 16, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 4,316 | 227 | 0.01% | 0.02% | 237 | -1,314 | -23.34% | Q4 2025 | Jan 28, 2026 |
| Cladis Investment Advisory, LLC | History | New | 4,300 | 226 | 0.12% | — | 238 | +4,300 | New | Q4 2025 | Feb 13, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | Reduced | 4,269 | 224 | 0.08% | 0.11% | 239 | -2,387 | -35.86% | Q4 2025 | Jan 30, 2026 |
| PFG Advisors | History | Reduced | 4,146 | 218 | 0.01% | 0.01% | 240 | -195 | -4.49% | Q4 2025 | Jan 27, 2026 |
| Fortitude Financial, LLC | History | New | 4,099 | 215 | 0.18% | — | 242 | +4,099 | New | Q4 2025 | Jan 27, 2026 |
| FIRST HORIZON CORP | History | No change | 4,099 | 215 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Quantinno Capital Management LP | History | New | 4,082 | 214 | 0.0% | — | 243 | +4,082 | New | Q4 2025 | Feb 17, 2026 |
| Firestone Capital Management | History | No change | 4,064 | 213 | 0.05% | 0.05% | 244 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Liberty Atlantic Advisors LLC | History | New | 3,978 | 209 | 0.21% | — | 245 | +3,978 | New | Q4 2025 | Feb 03, 2026 |
| Atria Investments, Inc | History | Reduced | 3,944 | 207 | 0.0% | 0.0% | 246 | -2,281 | -36.64% | Q4 2025 | Feb 05, 2026 |
| Lewis Asset Management, LLC | History | New | 3,812 | 200 | 0.08% | — | 247 | +3,812 | New | Q4 2025 | Jan 15, 2026 |
| Spire Wealth Management | History | Reduced | 3,474 | 182 | 0.01% | 0.01% | 248 | -318 | -8.39% | Q4 2025 | Jan 14, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 3,360 | 176 | 0.02% | 0.03% | 249 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 3,267 | 171 | 0.02% | 0.01% | 250 | +1,417 | 76.59% | Q4 2025 | Jan 29, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 3,212 | 169 | 0.01% | — | 251 | +3,212 | New | Q4 2025 | Jan 21, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 3,132 | 164 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Parallel Advisors, LLC | History | Added to | 3,077 | 161 | 0.0% | 0.0% | 253 | +685 | 28.64% | Q4 2025 | Feb 11, 2026 |
| Front Row Advisors LLC | History | No change | 3,047 | 160 | 0.05% | 0.05% | 254 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Northwest Capital Management Inc | History | Reduced | 2,808 | 147 | 0.64% | 0.69% | 255 | -9,569 | -77.31% | Q4 2025 | Jan 26, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 2,761 | 145 | 0.03% | 0.03% | 256 | +203 | 7.94% | Q4 2025 | Feb 04, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 2,771 | 145 | 0.02% | 0.02% | 257 | +16 | 0.58% | Q4 2025 | Jan 20, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 2,629 | 138 | 0.0% | 0.0% | 258 | +3 | 0.11% | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 2,579 | 135 | 0.0% | 0.0% | 259 | +12 | 0.47% | Q4 2025 | Feb 09, 2026 |
| Midwest Capital Advisors, LLC | History | Reduced | 2,441 | 128 | 0.06% | 0.06% | 260 | -64 | -2.55% | Q4 2025 | Jan 29, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 2,388 | 125 | 0.01% | 0.01% | 261 | -4 | -0.17% | Q4 2025 | Jan 26, 2026 |
| Kilter Group LLC | History | Reduced | 2,129 | 112 | 0.05% | 0.06% | 262 | -326 | -13.28% | Q4 2025 | Feb 13, 2026 |
| Grove Bank & Trust | History | No change | 2,000 | 105 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| WealthShield Partners, LLC | History | Reduced | 1,909 | 100 | 0.01% | 0.01% | 264 | -141 | -6.88% | Q4 2025 | Feb 03, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,688 | 88 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 1,609 | 84 | 0.01% | 0.01% | 266 | +181 | 12.68% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | New | 1,539 | 80 | 0.0% | — | 269 | +1,539 | New | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 1,530 | 80 | 0.0% | — | 268 | +1,530 | New | Q4 2025 | Feb 17, 2026 |
| Root Financial Partners, LLC | History | Added to | 1,538 | 80 | 0.0% | 0.0% | 270 | +940 | 157.19% | Q4 2025 | Feb 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 1,525 | 80 | 0.0% | 0.0% | 267 | +525 | 52.5% | Q4 2025 | Feb 10, 2026 |
| BlackRock, Inc. | History | Added to | 1,491 | 78 | 0.0% | 0.0% | 271 | +1 | 0.07% | Q4 2025 | Feb 12, 2026 |
| Ancora Advisors LLC | History | Reduced | 1,373 | 72 | 0.0% | 0.0% | 272 | -83 | -5.7% | Q4 2025 | Feb 17, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,381 | 72 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 1,367 | 71 | 0.0% | — | 274 | +1,367 | New | Q4 2025 | Feb 06, 2026 |
| Sound Income Strategies, LLC | History | Added to | 1,240 | 70 | 0.0% | 0.0% | 275 | +801 | 182.46% | Q4 2025 | Jan 21, 2026 |
| Cherry Tree Wealth Management, LLC | History | New | 1,300 | 68 | 0.01% | — | 277 | +1,300 | New | Q4 2025 | Feb 10, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Reduced | 1,304 | 68 | 0.02% | 0.02% | 276 | -44 | -3.26% | Q4 2025 | Feb 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,290 | 67 | 0.0% | 0.0% | 278 | +47 | 3.78% | Q4 2025 | Feb 06, 2026 |
| ASSETMARK, INC | History | No change | 1,198 | 63 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Clearstead Trust, LLC | History | No change | 1,200 | 63 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 1,107 | 62 | 0.01% | 0.01% | 281 | +6 | 0.54% | Q4 2025 | Feb 02, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 1,162 | 61 | 0.0% | 0.0% | 282 | +358 | 44.53% | Q4 2025 | Jan 28, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 1,155 | 60 | 0.0% | 0.0% | 284 | +1,052 | 1021.36% | Q4 2025 | Jan 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,155 | 60 | 0.0% | 0.0% | 283 | +4 | 0.35% | Q4 2025 | Feb 06, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 1,066 | 56 | 0.02% | 0.02% | 285 | +6 | 0.57% | Q4 2025 | Jan 09, 2026 |
| Ramirez Asset Management, Inc. | History | No change | 1,000 | 52 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 1,000 | 52 | 0.02% | 0.02% | 287 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | New | 946 | 49 | 0.03% | — | 288 | +946 | New | Q4 2025 | Feb 02, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 901 | 48 | 0.02% | 0.02% | 289 | -19 | -2.07% | Q4 2025 | Feb 10, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 903 | 47 | 0.0% | 0.0% | 290 | +3 | 0.33% | Q4 2025 | Feb 17, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 789 | 41 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Arlington Trust Co LLC | History | No change | 648 | 34 | 0.0% | 0.01% | 292 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| NBT BANK N A /NY | History | No change | 53 | 33 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Activest Wealth Management | History | No change | 640 | 33 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Colonial Trust Co / SC | History | No change | 625 | 33 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| UMB Bank, n.a. | History | No change | 595 | 31 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Glassman Wealth Services | History | New | 587 | 30 | 0.0% | — | 297 | +587 | New | Q4 2025 | Jan 28, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 571 | 30 | 0.03% | 0.02% | 298 | +96 | 20.21% | Q4 2025 | Jan 26, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 560 | 29 | 0.02% | — | 299 | +560 | New | Q4 2025 | Mar 05, 2026 |
| Smartleaf Asset Management LLC | History | New | 536 | 28 | 0.0% | — | 300 | +536 | New | Q4 2025 | Feb 13, 2026 |
| High Point Wealth Management, LLC | History | New | 534 | 28 | 0.03% | — | 301 | +534 | New | Q4 2025 | Jan 29, 2026 |
| Aventura Private Wealth, LLC | History | No change | 532 | 27 | 0.01% | 0.01% | 302 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| BAYBAN | History | New | 506 | 26 | 0.02% | — | 304 | +506 | New | Q4 2025 | Mar 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 501 | 26 | 0.0% | — | 303 | +501 | New | Q4 2025 | Feb 03, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 477 | 25 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 431 | 23 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| North Star Investment Management Corp. | History | No change | 415 | 21 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Balentine LLC | History | No change | 409 | 21 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Signature Equity Partners, LLC | History | New | 394 | 20 | 0.01% | — | 310 | +394 | New | Q4 2025 | Feb 17, 2026 |
| Murphy & Mullick Capital Management Corp | History | Added to | 382 | 20 | 0.01% | 0.01% | 309 | +2 | 0.53% | Q4 2025 | Feb 10, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 376 | 19 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Corsicana & Co. | History | No change | 346 | 18 | 0.01% | 0.01% | 312 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| BARD ASSOCIATES INC | History | New | 300 | 15 | 0.0% | — | 314 | +300 | New | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | Reduced | 283 | 15 | 0.0% | 0.0% | 313 | -243 | -46.2% | Q4 2025 | Feb 05, 2026 |
| Pacific Center for Financial Services | History | No change | 293 | 15 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AlphaCore Capital LLC | History | New | 272 | 14 | 0.0% | — | 316 | +272 | New | Q4 2025 | Feb 05, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 255 | 13 | 0.0% | 0.0% | 317 | +14 | 5.81% | Q4 2025 | Feb 02, 2026 |
| OPTIMA CAPITAL LLC | History | New | 246 | 12 | 0.01% | — | 318 | +246 | New | Q4 2025 | Jan 23, 2026 |
| JNBA Financial Advisors | History | Added to | 220 | 11 | 0.0% | 0.0% | 319 | +1 | 0.46% | Q4 2025 | Jan 26, 2026 |
| Gleason Group, Inc. | History | New | 178 | 9 | 0.0% | — | 321 | +178 | New | Q4 2025 | Jan 15, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 177 | 9 | 0.0% | 0.0% | 322 | -121 | -40.6% | Q4 2025 | Feb 12, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 181 | 9 | 0.0% | 0.0% | 320 | -23 | -11.27% | Q4 2025 | Feb 13, 2026 |
| Keystone Financial Group, Inc. | History | New | 168 | 8 | 0.0% | — | 328 | +168 | New | Q4 2025 | Jan 16, 2026 |
| eCIO, Inc. | History | New | 155 | 8 | 0.0% | — | 327 | +155 | New | Q4 2025 | Jan 20, 2026 |
| MAI Capital Management | History | Added to | 154 | 8 | 0.0% | 0.0% | 324 | +86 | 126.47% | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 166 | 8 | 0.0% | 0.0% | 325 | -11 | -6.21% | Q4 2025 | Jan 20, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 161 | 8 | 0.0% | 0.0% | 323 | +1 | 0.63% | Q4 2025 | Jan 30, 2026 |
| CX Institutional | History | Added to | 159 | 8 | 0.0% | 0.0% | 326 | +1 | 0.63% | Q4 2025 | Feb 02, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 148 | 7 | 0.0% | 0.0% | 330 | -249 | -62.72% | Q4 2025 | Jan 20, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 140 | 7 | 0.0% | 0.01% | 332 | -139 | -49.82% | Q4 2025 | Feb 18, 2026 |
| CITIGROUP INC | History | Added to | 140 | 7 | 0.0% | 0.0% | 329 | +9 | 6.87% | Q4 2025 | Feb 13, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 140 | 7 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 130 | 6 | 0.0% | — | 334 | +130 | New | Q4 2025 | Feb 05, 2026 |
| SIMPLEX TRADING, LLC | History | New | 130 | 6 | 0.0% | — | 335 | +130 | New | Q4 2025 | Feb 11, 2026 |
| Triumph Capital Management | History | New | 125 | 6 | 0.0% | — | 336 | +125 | New | Q4 2025 | Feb 12, 2026 |
| CITY HOLDING CO | History | No change | 115 | 6 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Nemes Rush Group LLC | History | No change | 125 | 6 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Anchor Investment Management, LLC | History | New | 100 | 5 | 0.0% | — | 339 | +100 | New | Q4 2025 | Feb 26, 2026 |
| Rossby Financial, LCC | History | Reduced | 108 | 5 | 0.0% | 0.0% | 341 | -29 | -21.17% | Q4 2025 | Feb 12, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 111 | 5 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Versant Capital Management, Inc | History | No change | 113 | 5 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 78 | 4 | 0.0% | — | 344 | +78 | New | Q4 2025 | Feb 10, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 77 | 4 | 0.0% | 0.0% | 342 | +43 | 126.47% | Q4 2025 | Jan 14, 2026 |
| JDM Financial Group LLC | History | No change | 85 | 4 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Darwin Wealth Management, LLC | History | New | 65 | 3 | 0.0% | — | 346 | +65 | New | Q4 2025 | Jan 22, 2026 |
| Fortitude Family Office, LLC | History | New | 65 | 3 | 0.0% | — | 352 | +65 | New | Q4 2025 | Jan 15, 2026 |
| SageView Advisory Group, LLC | History | New | 57 | 3 | 0.0% | — | 350 | +57 | New | Q4 2025 | Feb 17, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 70 | 3 | 0.0% | 0.0% | 347 | -28 | -28.57% | Q4 2025 | Jan 21, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 74 | 3 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Bogart Wealth, LLC | History | No change | 70 | 3 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Key FInancial Inc | History | No change | 69 | 3 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 64 | 3 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TSFG, LLC | History | No change | 46 | 2 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Dunhill Financial, LLC | History | No change | 38 | 2 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Financial Freedom, LLC | History | No change | 46 | 2 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 40 | 2 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Quattro Advisors LLC | History | New | 35 | 1 | 0.0% | — | 368 | +35 | New | Q4 2025 | Feb 13, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 34 | 1 | 0.0% | — | 367 | +34 | New | Q4 2025 | Feb 19, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 30 | 1 | 0.0% | — | 366 | +30 | New | Q4 2025 | Feb 11, 2026 |
| MASECO LLP | History | New | 29 | 1 | 0.0% | — | 364 | +29 | New | Q4 2025 | Jan 22, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 26 | 1 | 0.0% | — | 360 | +26 | New | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 25 | 1 | 0.0% | — | 359 | +25 | New | Q4 2025 | Feb 13, 2026 |
| WealthCollab, LLC | History | New | 25 | 1 | 0.0% | — | 362 | +25 | New | Q4 2025 | Jan 27, 2026 |
| SJS Investment Consulting Inc. | History | New | 19 | 1 | 0.0% | — | 361 | +19 | New | Q4 2025 | Jan 21, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 24 | 1 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Caldwell Trust Co | History | No change | 36 | 1 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -140,395 | -100.0% | Q3 2025 | Nov 04, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 9 | 0 | — | 0.0% | — | -50,119 | -99.98% | Q4 2025 | Feb 10, 2026 |
| Keel Point, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -35,693 | -100.0% | Q3 2025 | Dec 16, 2025 |
| Stratos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -23,551 | -100.0% | Q3 2025 | Nov 06, 2025 |
| EVERPAR ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -8,181 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Prime Capital Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,176 | -100.0% | Q3 2025 | Nov 05, 2025 |
| United Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -6,089 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,977 | -100.0% | Q3 2025 | Nov 14, 2025 |
| McCarthy & Cox | History | Closed out | 0 | 0 | — | 0.05% | — | -4,475 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Snowden Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,021 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LIFELONG WEALTH ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.06% | — | -3,919 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Detalus Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,848 | -100.0% | Q3 2025 | Oct 30, 2025 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,833 | -100.0% | Q3 2025 | Nov 03, 2025 |
| D.A. DAVIDSON & CO. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,799 | -100.0% | Q3 2025 | Oct 22, 2025 |
| CFS Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,796 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,513 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Global Trust Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -920 | -100.0% | Q3 2025 | Oct 28, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -642 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -449 | -100.0% | Q3 2025 | Nov 14, 2025 |
| REAP Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -371 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -180 | -100.0% | Q3 2025 | Nov 13, 2025 |
| WHITTIER TRUST CO | History | Closed out | 0 | 0 | — | 0.0% | — | -153 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -88 | -100.0% | Q3 2025 | Nov 06, 2025 |
| ASHTON THOMAS SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32 | -100.0% | Q3 2025 | Oct 27, 2025 |
| CIBC Private Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q3 2025 | Nov 24, 2025 |
| HOWE & RUSLING INC | History | New | 17 | 0 | — | — | — | +17 | New | Q4 2025 | Feb 17, 2026 |
| Imprint Wealth LLC | History | Reduced | 12 | 0 | — | 0.0% | — | -12 | -50.0% | Q4 2025 | Feb 17, 2026 |
| Meramec Financial Planners, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Feb 10, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Commonwealth Retirement Investments LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 11, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 2 | 0 | — | — | — | -1 | -33.33% | Q4 2025 | Feb 10, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ALERUS FINANCIAL NA | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Larson Financial Group LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| LGT Financial Advisors LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Caitlin John, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Bernard Wealth Management Corp. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| American Wealth Advisors, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |