iSHARES TRUST - IGF
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTHERN TRUST CORP | History | Added to | 34,714,254 | 2,130,066 | 0.27% | 0.25% | 1 | +2,444,499 | 7.58% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 18,272,044 | 1,121,172 | 0.02% | 0.02% | 2 | +164,733 | 0.91% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Added to | 9,787,317 | 600,549 | 0.16% | 0.17% | 3 | +320,532 | 3.39% | Q4 2025 | Feb 11, 2026 |
| Pathstone Holdings, LLC | History | New | 3,678,715 | 225,726 | 0.87% | — | 4 | +3,678,715 | New | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Added to | 2,424,734 | 148,781 | 0.17% | 0.14% | 5 | +456,436 | 23.19% | Q4 2025 | Jan 30, 2026 |
| Ballentine Partners, LLC | History | Reduced | 2,375,510 | 145,761 | 2.05% | 2.02% | 6 | -3,651 | -0.15% | Q4 2025 | Feb 03, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 2,108,609 | 129,384 | 0.1% | 0.1% | 7 | -14,170 | -0.67% | Q4 2025 | Feb 13, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 1,813,170 | 111,868 | 0.11% | 0.06% | 8 | +751,250 | 70.74% | Q4 2025 | Jan 29, 2026 |
| Mariner, LLC | History | Added to | 1,742,024 | 106,920 | 0.13% | 0.13% | 9 | +128,478 | 7.96% | Q4 2025 | Feb 13, 2026 |
| NorthRock Partners, LLC | History | New | 1,444,781 | 88,651 | 1.5% | — | 10 | +1,444,781 | New | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,365,563 | 83,790 | 0.27% | 0.26% | 11 | +16,219 | 1.2% | Q4 2025 | Feb 02, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 1,318,171 | 80,882 | 0.07% | — | 12 | +1,318,171 | New | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | New | 1,170,828 | 71,842 | 0.01% | — | 13 | +1,170,828 | New | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 1,020,179 | 62,598 | 0.0% | 0.0% | 14 | +132,655 | 14.95% | Q4 2025 | Feb 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 998,145 | 61,246 | 0.46% | 0.47% | 15 | +21,409 | 2.19% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 900,082 | 55,229 | 0.03% | 0.03% | 16 | -26,090 | -2.82% | Q4 2025 | Feb 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 875,273 | 53,706 | 0.02% | 0.02% | 17 | -38,585 | -4.22% | Q4 2025 | Feb 10, 2026 |
| NEPC LLC | History | Added to | 834,157 | 51,183 | 1.09% | 1.07% | 18 | +168,178 | 25.25% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 745,712 | 45,756 | 0.01% | 0.01% | 19 | +60,707 | 8.86% | Q4 2025 | Mar 25, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 732,213 | 44,928 | 0.09% | 0.1% | 20 | -56,670 | -7.18% | Q4 2025 | Feb 17, 2026 |
| Waldron Private Wealth LLC | History | Added to | 677,221 | 41,554 | 1.64% | 1.57% | 21 | +44,068 | 6.96% | Q4 2025 | Jan 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 675,912 | 41,473 | 0.0% | 0.0% | 22 | -36,766 | -5.16% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 637,073 | 39,090 | 0.01% | 0.01% | 23 | +99,212 | 18.45% | Q4 2025 | Feb 13, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 635,672 | 38,998 | 0.24% | 0.22% | 24 | +93,520 | 17.25% | Q4 2025 | Jan 27, 2026 |
| MAI Capital Management | History | Added to | 627,890 | 38,527 | 0.22% | 0.22% | 25 | +40,633 | 6.92% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 514,221 | 31,552 | 0.01% | 0.0% | 26 | +54,940 | 11.96% | Q4 2025 | Jan 29, 2026 |
| CI INVESTMENTS INC. | History | No change | 496,192 | 30,446 | 0.13% | 0.11% | 27 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 453,248 | 27,811 | 0.22% | 0.14% | 28 | +23,806 | 5.54% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 444,400 | 27,268 | 0.0% | 0.0% | 29 | +125,896 | 39.53% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 437,253 | 26,829 | 0.0% | 0.0% | 30 | +66,449 | 17.92% | Q4 2025 | Feb 11, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 421,873 | 25,886 | 0.01% | 0.02% | 31 | -119,668 | -22.1% | Q4 2025 | Feb 02, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 420,094 | 25,776 | 0.04% | 0.02% | 32 | +214,428 | 104.26% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 412,797 | 25,329 | 0.01% | 0.01% | 33 | +37,863 | 10.1% | Q4 2025 | Feb 18, 2026 |
| COUNTRY TRUST BANK | History | Added to | 352,056 | 21,602 | 0.39% | 0.47% | 34 | +3,811 | 1.09% | Q4 2025 | Jan 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 340,794 | 20,911 | 0.0% | 0.0% | 35 | +261,801 | 331.42% | Q4 2025 | Feb 17, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 336,326 | 20,636 | 0.43% | 0.34% | 36 | +304,255 | 948.69% | Q4 2025 | Feb 17, 2026 |
| Heartland Bank & Trust Co | History | Added to | 331,640 | 20,349 | 8.61% | 7.96% | 37 | +16,502 | 5.24% | Q4 2025 | Feb 03, 2026 |
| Employees' Retirement Fund of the City of Fort Worth | History | No change | 296,200 | 18,174 | 8.13% | 0.15% | 38 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Bank of New York Mellon Corp | History | Added to | 294,326 | 18,059 | 0.0% | 0.0% | 39 | +3,843 | 1.32% | Q4 2025 | Feb 10, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 279,042 | 17,122 | 0.39% | — | 40 | +279,042 | New | Q4 2025 | Feb 17, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 274,101 | 16,819 | 0.55% | — | 41 | +274,101 | New | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Added to | 273,545 | 16,784 | 0.02% | 0.01% | 42 | +186,677 | 214.9% | Q4 2025 | Feb 11, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 250,399 | 15,364 | 1.06% | 0.88% | 43 | +51,217 | 25.71% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 240,586 | 14,754 | 0.0% | 0.0% | 44 | +16,013 | 7.13% | Q4 2025 | Feb 17, 2026 |
| Capital Analysts, LLC | History | Reduced | 239,943 | 14,723 | 0.45% | 0.43% | 45 | -2,500 | -1.03% | Q4 2025 | Feb 11, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 237,519 | 14,574 | 1.99% | 1.75% | 46 | +34,662 | 17.09% | Q4 2025 | Jan 23, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 226,687 | 13,909 | 0.01% | 0.01% | 47 | -55,862 | -19.77% | Q4 2025 | Feb 10, 2026 |
| Focus Partners Wealth | History | Added to | 219,351 | 13,459 | 0.02% | 0.01% | 48 | +76,695 | 53.76% | Q4 2025 | Feb 13, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | Added to | 210,193 | 12,897 | 1.82% | 1.02% | 49 | +105,253 | 100.3% | Q4 2025 | Feb 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 207,177 | 12,712 | 0.28% | 0.05% | 50 | +169,667 | 452.32% | Q4 2025 | Jan 27, 2026 |
| CITADEL ADVISORS LLC | History | New | 204,099 | 12,523 | 0.0% | — | 51 | +204,099 | New | Q4 2025 | Feb 17, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 194,860 | 11,956 | 0.1% | 0.09% | 52 | +10,161 | 5.5% | Q4 2025 | Feb 12, 2026 |
| Chicago Wealth Management, Inc. | History | Added to | 186,631 | 11,451 | 4.6% | 4.84% | 53 | +4,850 | 2.67% | Q4 2025 | Feb 17, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 175,087 | 10,743 | 0.8% | 0.8% | 54 | +7,405 | 4.42% | Q4 2025 | Feb 04, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 167,913 | 10,303 | 0.19% | 0.2% | 55 | -9,025 | -5.1% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 166,000 | 10,185 | 0.0% | — | 56 | +166,000 | New | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 163,624 | 10,039 | 0.01% | 0.01% | 57 | +7,562 | 4.85% | Q4 2025 | Feb 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 154,188 | 9,460 | 0.15% | 0.16% | 58 | -3,017 | -1.92% | Q4 2025 | Feb 12, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 147,962 | 9,078 | 0.53% | 0.54% | 59 | +1,093 | 0.74% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 141,870 | 8,705 | 0.05% | 0.04% | 60 | +18,614 | 15.1% | Q4 2025 | Jan 29, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 138,885 | 8,564 | 1.15% | 0.96% | 61 | +9,807 | 7.6% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Added to | 136,728 | 8,389 | 0.01% | 0.01% | 62 | +150 | 0.11% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 133,525 | 8,193 | 0.02% | 0.02% | 63 | -7,493 | -5.31% | Q4 2025 | Feb 11, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 131,816 | 8,088 | 0.03% | 0.03% | 64 | +1,226 | 0.94% | Q4 2025 | Jan 30, 2026 |
| Banco Santander, S.A. | History | New | 123,555 | 7,581 | 0.06% | — | 65 | +123,555 | New | Q4 2025 | Feb 13, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 122,149 | 7,539 | 0.01% | — | 66 | +122,149 | New | Q4 2025 | Feb 13, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 116,991 | 7,178 | 0.47% | 0.47% | 67 | +3,865 | 3.42% | Q4 2025 | Jan 27, 2026 |
| Capstone Financial Advisors, Inc. | History | Added to | 112,008 | 6,872 | 0.37% | 0.37% | 68 | +679 | 0.61% | Q4 2025 | Feb 17, 2026 |
| CX Institutional | History | Added to | 111,320 | 6,831 | 0.2% | 0.19% | 69 | +6,490 | 6.19% | Q4 2025 | Feb 02, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 111,026 | 6,812 | 0.39% | 0.59% | 70 | +14,102 | 14.55% | Q4 2025 | Jan 29, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | New | 106,593 | 6,540 | 2.3% | — | 71 | +106,593 | New | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 104,582 | 6,417 | 0.04% | 0.04% | 72 | +11,028 | 11.79% | Q4 2025 | Feb 17, 2026 |
| Tepp RIA, LLC | History | Added to | 98,044 | 6,015 | 5.95% | 5.02% | 73 | +25,620 | 35.38% | Q4 2025 | Feb 04, 2026 |
| UMB Bank, n.a. | History | New | 97,292 | 5,969 | 0.08% | — | 74 | +97,292 | New | Q4 2025 | Feb 13, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 94,648 | 5,807 | 0.22% | 0.2% | 75 | +9,002 | 10.51% | Q4 2025 | Feb 12, 2026 |
| ARRIEN INVESTMENTS, INC. | History | Added to | 91,242 | 5,598 | 3.16% | 3.14% | 76 | +3,380 | 3.85% | Q4 2025 | Jan 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 89,284 | 5,478 | 0.01% | 0.01% | 77 | +6,123 | 7.36% | Q4 2025 | Feb 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 84,860 | 5,207 | 0.07% | 0.1% | 78 | +916 | 1.09% | Q4 2025 | Feb 06, 2026 |
| EFG International AG | History | New | 82,060 | 5,034 | 0.1% | — | 79 | +82,060 | New | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 77,890 | 4,779 | 0.0% | 0.0% | 80 | +21,794 | 38.85% | Q4 2025 | Feb 10, 2026 |
| Visionary Wealth Advisors | History | Added to | 77,378 | 4,747 | 0.21% | 0.21% | 81 | +4,346 | 5.95% | Q4 2025 | Feb 13, 2026 |
| Beta Wealth Group, Inc. | History | Reduced | 75,477 | 4,631 | 1.86% | 1.9% | 82 | -3,357 | -4.26% | Q4 2025 | Feb 13, 2026 |
| Haven Private, LLC | History | Added to | 73,966 | 4,538 | 1.99% | 1.76% | 83 | +8,850 | 13.59% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Added to | 71,777 | 4,404 | 0.01% | 0.0% | 84 | +69,562 | 3140.5% | Q4 2025 | Jan 26, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 69,701 | 4,276 | 0.02% | 0.02% | 85 | -21 | -0.03% | Q4 2025 | Feb 13, 2026 |
| GTS SECURITIES LLC | History | New | 68,476 | 4,201 | 0.14% | — | 86 | +68,476 | New | Q4 2025 | Feb 13, 2026 |
| Callan Family Office, LLC | History | New | 68,473 | 4,201 | 0.09% | — | 87 | +68,473 | New | Q4 2025 | Feb 12, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 67,589 | 4,163 | 0.0% | 0.01% | 88 | -3,015 | -4.27% | Q4 2025 | Feb 18, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 67,312 | 4,130 | 0.0% | 0.0% | 89 | +37,124 | 122.98% | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | Added to | 66,867 | 4,102 | 0.05% | 0.04% | 90 | +16,797 | 33.55% | Q4 2025 | Feb 09, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 65,032 | 3,990 | 0.0% | 0.0% | 91 | +390 | 0.6% | Q4 2025 | Feb 12, 2026 |
| IFG Advisory, LLC | History | Added to | 64,765 | 3,973 | 0.17% | 0.16% | 92 | +5,852 | 9.93% | Q4 2025 | Feb 10, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | Reduced | 64,224 | 3,940 | 0.83% | 0.77% | 93 | -12,317 | -16.09% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Added to | 63,904 | 3,921 | 0.04% | 0.04% | 94 | +6,754 | 11.82% | Q4 2025 | Feb 05, 2026 |
| Apella Capital, LLC | History | New | 62,440 | 3,831 | 0.08% | — | 95 | +62,440 | New | Q4 2025 | Jan 21, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | No change | 61,230 | 3,757 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sageworth Trust Co | History | No change | 59,049 | 3,623 | 0.16% | 0.17% | 97 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 58,082 | 3,563 | 0.04% | 0.03% | 98 | -2,343 | -3.88% | Q4 2025 | Feb 13, 2026 |
| Stelac Advisory Services LLC | History | Reduced | 57,273 | 3,514 | 1.24% | 1.36% | 99 | -7,298 | -11.3% | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | Added to | 56,989 | 3,496 | 0.01% | 0.01% | 100 | +3,437 | 6.42% | Q4 2025 | Jan 29, 2026 |
| BARINGS LLC | History | Added to | 54,808 | 3,363 | 0.06% | 0.06% | 101 | +5,058 | 10.17% | Q4 2025 | Feb 12, 2026 |
| Hyposwiss Advisors SA | History | New | 53,405 | 3,276 | 3.21% | — | 102 | +53,405 | New | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Reduced | 53,346 | 3,273 | 0.01% | 0.18% | 103 | -1,289,935 | -96.03% | Q4 2025 | Jan 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 50,290 | 3,079 | 0.0% | 0.0% | 104 | +2,221 | 4.62% | Q4 2025 | Feb 18, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 46,668 | 2,863 | 0.12% | 0.13% | 105 | +534 | 1.16% | Q4 2025 | Jan 29, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 46,334 | 2,843 | 0.27% | 0.28% | 106 | +745 | 1.63% | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | Reduced | 45,983 | 2,821 | 0.0% | 0.0% | 107 | -328 | -0.71% | Q4 2025 | Feb 17, 2026 |
| BAILARD, INC. | History | No change | 45,955 | 2,819 | 0.06% | 0.06% | 108 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 45,489 | 2,791 | 0.01% | 0.01% | 109 | -8,636 | -15.96% | Q4 2025 | Feb 05, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 44,990 | 2,760 | 0.05% | 0.05% | 110 | +4,147 | 10.15% | Q4 2025 | Jan 16, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Reduced | 44,931 | 2,756 | 0.73% | 0.82% | 111 | -1,161 | -2.52% | Q4 2025 | Feb 13, 2026 |
| BANQUE PICTET & CIE SA | History | Added to | 43,271 | 2,655 | 0.02% | 0.01% | 112 | +13,036 | 43.12% | Q4 2025 | Jan 16, 2026 |
| CORRADO ADVISORS, LLC | History | Added to | 42,388 | 2,600 | 1.3% | 1.33% | 113 | +1,836 | 4.53% | Q4 2025 | Feb 10, 2026 |
| Gotham Asset Management, LLC | History | Added to | 41,487 | 2,545 | 0.01% | 0.01% | 114 | +2,117 | 5.38% | Q4 2025 | Feb 17, 2026 |
| Wealth Architects, LLC | History | Reduced | 38,604 | 2,368 | 0.21% | 0.22% | 115 | -1 | -0.0% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 38,329 | 2,351 | 0.0% | 0.0% | 116 | +4,228 | 12.4% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | New | 34,472 | 2,333 | 0.01% | — | 117 | +34,472 | New | Q4 2025 | Feb 17, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 37,772 | 2,317 | 0.05% | 0.06% | 118 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 36,805 | 2,258 | 0.02% | 0.02% | 119 | +12,308 | 50.24% | Q4 2025 | Jan 23, 2026 |
| Summit Financial, LLC | History | Added to | 36,794 | 2,257 | 0.03% | 0.02% | 120 | +12,780 | 53.22% | Q4 2025 | Feb 13, 2026 |
| Pictet North America Advisors SA | History | No change | 35,452 | 2,175 | 0.21% | 0.2% | 121 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| SCS Capital Management LLC | History | New | 34,423 | 2,112 | 0.02% | — | 122 | +34,423 | New | Q4 2025 | Feb 10, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 32,526 | 1,995 | 0.01% | 0.01% | 123 | -1,000 | -2.98% | Q4 2025 | Jan 26, 2026 |
| Maryland State Retirement & Pension System | History | Reduced | 32,336 | 1,984 | 0.04% | 0.04% | 124 | -2,374 | -6.84% | Q4 2025 | Feb 17, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | Reduced | 32,124 | 1,971 | 1.06% | 1.45% | 125 | -9,132 | -22.13% | Q4 2025 | Jan 29, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 31,011 | 1,902 | 0.0% | 0.0% | 126 | -713 | -2.25% | Q4 2025 | Mar 16, 2026 |
| Corient Private Wealth LLC | History | Added to | 30,837 | 1,892 | 0.0% | 0.0% | 127 | +446 | 1.47% | Q4 2025 | Mar 09, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 30,451 | 1,868 | 0.0% | 0.0% | 128 | +28,822 | 1769.31% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 29,127 | 1,797 | 0.0% | 0.0% | 129 | +1,418 | 5.12% | Q4 2025 | Jan 08, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 28,918 | 1,774 | 0.04% | 0.02% | 130 | +12,973 | 81.36% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 28,870 | 1,771 | 0.0% | 0.0% | 131 | +5,376 | 22.88% | Q4 2025 | Feb 17, 2026 |
| WASHINGTON TRUST BANK | History | Reduced | 28,548 | 1,751 | 0.12% | 0.13% | 132 | -343 | -1.19% | Q4 2025 | Feb 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 27,414 | 1,682 | 0.0% | 0.02% | 133 | -247,012 | -90.01% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 26,425 | 1,621 | 0.03% | 0.04% | 134 | -2,683 | -9.22% | Q4 2025 | Feb 06, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 25,656 | 1,574 | 0.01% | 0.01% | 135 | +3,449 | 15.53% | Q4 2025 | Feb 06, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 25,496 | 1,564 | 0.03% | 0.03% | 136 | +87 | 0.34% | Q4 2025 | Feb 05, 2026 |
| Brio Consultants, LLC | History | Added to | 24,993 | 1,533 | 0.2% | 0.19% | 137 | +1,825 | 7.88% | Q4 2025 | Feb 04, 2026 |
| Proficio Capital Partners LLC | History | New | 24,005 | 1,472 | 0.1% | — | 138 | +24,005 | New | Q4 2025 | Feb 12, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 23,790 | 1,459 | 0.45% | 0.46% | 139 | +362 | 1.55% | Q4 2025 | Feb 12, 2026 |
| Sincerus Advisory, LLC | History | Added to | 22,671 | 1,391 | 1.12% | 0.89% | 140 | +5,632 | 33.05% | Q4 2025 | Jan 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 22,657 | 1,390 | 0.0% | 0.0% | 141 | +2,818 | 14.2% | Q4 2025 | Feb 13, 2026 |
| Lido Advisors, LLC | History | Added to | 22,728 | 1,390 | 0.0% | 0.0% | 142 | +29 | 0.13% | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | Added to | 21,397 | 1,312 | 0.03% | 0.01% | 143 | +18,206 | 570.54% | Q4 2025 | Feb 06, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 20,950 | 1,286 | 0.15% | 0.15% | 144 | -135 | -0.64% | Q4 2025 | Jan 21, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 20,537 | 1,260 | 0.03% | 0.03% | 145 | +1,834 | 9.81% | Q4 2025 | Feb 03, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 18,952 | 1,164 | 0.75% | 0.65% | 146 | +2,772 | 17.13% | Q4 2025 | Feb 04, 2026 |
| LOUISBOURG INVESTMENTS INC. | History | Added to | 18,216 | 1,117 | 0.22% | 0.23% | 147 | +797 | 4.58% | Q4 2025 | Jan 16, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 17,743 | 1,099 | 0.17% | 0.08% | 148 | +10,360 | 140.32% | Q4 2025 | Jan 08, 2026 |
| BigSur Wealth Management LLC | History | No change | 17,750 | 1,089 | 0.26% | 0.27% | 149 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Rock Creek Group, LP | History | Reduced | 17,688 | 1,085 | 0.12% | 0.15% | 150 | -5,663 | -24.25% | Q4 2025 | Feb 10, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 16,565 | 1,016 | 0.38% | 0.4% | 151 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Added to | 16,024 | 983 | 0.03% | 0.03% | 152 | +543 | 3.51% | Q4 2025 | Feb 10, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 15,584 | 956 | 0.35% | 0.34% | 153 | +633 | 4.23% | Q4 2025 | Feb 05, 2026 |
| Private Advisor Group, LLC | History | Reduced | 15,573 | 955 | 0.0% | 0.01% | 154 | -19,363 | -55.42% | Q4 2025 | Feb 17, 2026 |
| Pitcairn Wealth Advisors LLC | History | New | 15,026 | 921 | 0.08% | — | 155 | +15,026 | New | Q4 2025 | Feb 13, 2026 |
| Fox Hill Wealth Management | History | Added to | 14,769 | 906 | 0.42% | 0.42% | 156 | +61 | 0.41% | Q4 2025 | Feb 12, 2026 |
| Lee Financial Co | History | Added to | 14,600 | 895 | 0.12% | 0.09% | 157 | +2,685 | 22.53% | Q4 2025 | Jan 22, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | No change | 14,171 | 869 | 0.28% | 0.3% | 158 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Simplicity Wealth,LLC | History | Added to | 14,121 | 866 | 0.05% | 0.04% | 159 | +1,714 | 13.81% | Q4 2025 | Jan 30, 2026 |
| SVB WEALTH LLC | History | Reduced | 13,483 | 827 | 0.05% | 0.04% | 160 | -116 | -0.85% | Q4 2025 | Feb 04, 2026 |
| Boltwood Capital Management | History | Added to | 13,330 | 817 | 0.21% | 0.21% | 161 | +520 | 4.06% | Q4 2025 | Jan 02, 2026 |
| GLENMEDE TRUST CO NA | History | New | 13,018 | 798 | 0.0% | — | 162 | +13,018 | New | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 12,767 | 783 | 0.01% | 0.01% | 163 | -23 | -0.18% | Q4 2025 | Jan 05, 2026 |
| Sowell Financial Services LLC | History | Reduced | 12,617 | 774 | 0.03% | 0.03% | 164 | -123 | -0.97% | Q4 2025 | Jan 21, 2026 |
| Waverly Advisors, LLC | History | Added to | 12,310 | 755 | 0.01% | 0.01% | 165 | +924 | 8.12% | Q4 2025 | Feb 17, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 12,200 | 748 | 0.07% | 0.07% | 166 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| OARSMAN CAPITAL, INC. | History | Added to | 12,077 | 741 | 0.1% | 0.08% | 167 | +2,598 | 27.41% | Q4 2025 | Feb 13, 2026 |
| M&T BANK CORP | History | Added to | 12,066 | 740 | 0.0% | 0.0% | 168 | +750 | 6.63% | Q4 2025 | Jan 30, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 12,059 | 739 | 0.01% | 0.02% | 169 | +198 | 1.67% | Q4 2025 | Feb 06, 2026 |
| NewEdge Advisors, LLC | History | Added to | 11,451 | 702 | 0.0% | 0.0% | 170 | +9,859 | 619.28% | Q4 2025 | Feb 18, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 11,409 | 700 | 0.0% | 0.0% | 171 | +1,676 | 17.22% | Q4 2025 | Feb 09, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 11,161 | 694 | 0.02% | 0.02% | 173 | +139 | 1.26% | Q4 2025 | Jan 23, 2026 |
| Operose Advisors LLC | History | Added to | 11,320 | 694 | 0.16% | 0.17% | 172 | +20 | 0.18% | Q4 2025 | Feb 10, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 10,783 | 661 | 0.06% | 0.06% | 174 | +524 | 5.11% | Q4 2025 | Jan 26, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 10,781 | 661 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| VestGen Investment Management | History | Added to | 10,770 | 660 | 0.37% | 0.37% | 176 | +798 | 8.0% | Q4 2025 | Feb 18, 2026 |
| Merit Financial Group, LLC | History | Reduced | 10,723 | 657 | 0.01% | 0.01% | 177 | -8,064 | -42.92% | Q4 2025 | Jan 26, 2026 |
| HB Wealth Management, LLC | History | Reduced | 10,546 | 647 | 0.0% | 0.0% | 179 | -370 | -3.39% | Q4 2025 | Jan 28, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 10,545 | 647 | 0.1% | 0.1% | 178 | +75 | 0.72% | Q4 2025 | Feb 09, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 10,536 | 646 | 0.01% | 0.01% | 180 | +71 | 0.68% | Q4 2025 | Jan 14, 2026 |
| FIDUCIENT ADVISORS LLC | History | No change | 10,396 | 637 | 0.08% | 0.07% | 181 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 10,328 | 633 | 0.44% | 0.43% | 182 | +470 | 4.77% | Q4 2025 | Jan 22, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 10,060 | 617 | 0.0% | 0.0% | 183 | +59 | 0.59% | Q4 2025 | Feb 12, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 9,990 | 614 | 0.03% | — | 185 | +9,990 | New | Q4 2025 | Feb 03, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 10,020 | 614 | 0.04% | 0.04% | 184 | +420 | 4.38% | Q4 2025 | Jan 23, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Reduced | 9,908 | 612 | 0.04% | 0.34% | 186 | -61,025 | -86.03% | Q4 2025 | Feb 13, 2026 |
| BEACON FINANCIAL GROUP | History | New | 9,849 | 604 | 0.06% | — | 187 | +9,849 | New | Q4 2025 | Apr 01, 2026 |
| Lakeshore Capital Group, Inc. | History | Added to | 9,613 | 589 | 0.47% | 0.47% | 188 | +28 | 0.29% | Q4 2025 | Jan 21, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 9,470 | 581 | 0.01% | 0.01% | 189 | +235 | 2.54% | Q4 2025 | Jan 29, 2026 |
| Montecito Bank & Trust | History | Added to | 9,406 | 577 | 0.09% | 0.09% | 190 | +158 | 1.71% | Q4 2025 | Jan 09, 2026 |
| Sunbeam Capital Management, LLC | History | No change | 9,368 | 574 | 0.34% | 0.36% | 191 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MOTCO | History | Added to | 9,307 | 571 | 0.05% | 0.05% | 192 | +134 | 1.46% | Q4 2025 | Feb 06, 2026 |
| Advisory Services Network, LLC | History | Reduced | 9,265 | 568 | 0.01% | 0.02% | 193 | -16,027 | -63.37% | Q4 2025 | Feb 17, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 9,273 | 568 | 0.01% | 0.01% | 194 | +1,046 | 12.71% | Q4 2025 | Feb 19, 2026 |
| Western Wealth Management, LLC | History | Added to | 9,081 | 557 | 0.03% | 0.02% | 195 | +3,451 | 61.3% | Q4 2025 | Feb 05, 2026 |
| Newport Capital Group, LLC | History | Reduced | 8,975 | 550 | 0.34% | 0.35% | 196 | -38 | -0.42% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 8,888 | 548 | 0.02% | 0.02% | 197 | +2,615 | 41.69% | Q4 2025 | Feb 13, 2026 |
| Firestone Capital Management | History | Added to | 8,702 | 533 | 0.11% | 0.1% | 199 | +1,056 | 13.81% | Q4 2025 | Feb 09, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 8,692 | 533 | 0.0% | 0.0% | 198 | -871 | -9.11% | Q4 2025 | Feb 10, 2026 |
| JB Capital LLC | History | Added to | 8,686 | 532 | 0.02% | 0.02% | 200 | +755 | 9.52% | Q4 2025 | Jan 20, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 8,593 | 527 | 0.16% | 0.17% | 201 | -210 | -2.39% | Q4 2025 | Feb 11, 2026 |
| Worth Financial Advisory Group, LLC | History | Added to | 8,482 | 520 | 0.25% | 0.28% | 202 | +185 | 2.23% | Q4 2025 | Jan 16, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 8,431 | 517 | 0.01% | 0.01% | 203 | -1,072 | -11.28% | Q4 2025 | Feb 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 8,230 | 505 | 0.04% | 0.04% | 204 | +896 | 12.22% | Q4 2025 | Jan 07, 2026 |
| MILLER HOWARD INVESTMENTS INC /NY | History | New | 8,099 | 496 | 0.01% | — | 205 | +8,099 | New | Q4 2025 | Jan 27, 2026 |
| Greenwich Wealth Management LLC | History | No change | 8,054 | 494 | 0.02% | 0.02% | 206 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Moors & Cabot, Inc. | History | Added to | 8,010 | 491 | 0.02% | 0.02% | 207 | +848 | 11.84% | Q4 2025 | Feb 10, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 7,478 | 458 | 0.02% | 0.01% | 208 | +4,185 | 127.09% | Q4 2025 | Jan 15, 2026 |
| Belpointe Asset Management LLC | History | Added to | 7,336 | 450 | 0.02% | 0.02% | 209 | +681 | 10.23% | Q4 2025 | Jan 27, 2026 |
| Baron Wealth Management LLC | History | Added to | 7,313 | 448 | 0.14% | 0.15% | 210 | +94 | 1.3% | Q4 2025 | Jan 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 7,084 | 434 | 0.0% | 0.0% | 211 | -554 | -7.25% | Q4 2025 | Feb 12, 2026 |
| Bell Bank | History | No change | 7,000 | 429 | 0.02% | 0.02% | 212 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | History | Added to | 6,946 | 426 | 0.5% | 0.5% | 213 | +40 | 0.58% | Q4 2025 | Feb 11, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | New | 6,788 | 416 | 0.01% | — | 214 | +6,788 | New | Q4 2025 | Feb 13, 2026 |
| Compound Planning, Inc. | History | Added to | 6,742 | 413 | 0.01% | 0.01% | 215 | +3 | 0.04% | Q4 2025 | Feb 19, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 6,655 | 408 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Auour Investments LLC | History | Added to | 6,618 | 406 | 0.13% | 0.07% | 217 | +2,937 | 79.79% | Q4 2025 | Jan 12, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 6,562 | 402 | 0.01% | 0.01% | 218 | -201 | -2.97% | Q4 2025 | Feb 13, 2026 |
| Richmond Investment Services, LLC | History | Added to | 6,449 | 395 | 0.07% | 0.05% | 219 | +1,657 | 34.58% | Q4 2025 | Feb 12, 2026 |
| Financial & Tax Architects, LLC | History | New | 6,392 | 392 | 0.09% | — | 220 | +6,392 | New | Q4 2025 | Jan 21, 2026 |
| SteelPeak Wealth, LLC | History | New | 6,390 | 392 | 0.01% | — | 221 | +6,390 | New | Q4 2025 | Jan 20, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | New | 6,063 | 372 | 0.08% | — | 223 | +6,063 | New | Q4 2025 | Feb 12, 2026 |
| F/m Investments LLC | History | Added to | 6,066 | 372 | 0.01% | 0.01% | 222 | +1,030 | 20.45% | Q4 2025 | Feb 03, 2026 |
| Total Wealth Planning, LLC | History | Reduced | 6,037 | 370 | 0.79% | 0.58% | 224 | -75,854 | -92.63% | Q4 2025 | Feb 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 6,009 | 368 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| KWMG, LLC | History | Reduced | 5,912 | 362 | 0.03% | 0.04% | 226 | -663 | -10.08% | Q4 2025 | Jan 16, 2026 |
| Douglass Winthrop Advisors, LLC | History | Added to | 5,825 | 357 | 0.01% | 0.01% | 227 | +425 | 7.87% | Q4 2025 | Feb 12, 2026 |
| Second Half Financial Partners, LLC | History | New | 5,815 | 356 | 0.16% | — | 228 | +5,815 | New | Q4 2025 | Jan 26, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 5,732 | 351 | 0.03% | 0.03% | 229 | +125 | 2.23% | Q4 2025 | Feb 04, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 5,700 | 349 | 0.02% | 0.02% | 230 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Golden State Equity Partners | History | New | 5,616 | 344 | 0.06% | — | 231 | +5,616 | New | Q4 2025 | Jan 29, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 5,473 | 335 | 0.0% | — | 232 | +5,473 | New | Q4 2025 | Feb 18, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 5,412 | 332 | 0.05% | 0.05% | 233 | +471 | 9.53% | Q4 2025 | Jan 26, 2026 |
| Nalls Sherbakoff Group, LLC | History | Added to | 5,303 | 325 | 0.23% | 0.22% | 234 | +5 | 0.09% | Q4 2025 | Mar 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 5,237 | 321 | 0.0% | 0.0% | 235 | +25 | 0.48% | Q4 2025 | Feb 03, 2026 |
| Coordinated Financial Services, Inc. | History | Reduced | 5,159 | 316 | 0.18% | 0.2% | 237 | -36 | -0.69% | Q4 2025 | Feb 09, 2026 |
| Argent Advisors, Inc. | History | No change | 5,150 | 316 | 0.09% | 0.09% | 236 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 5,150 | 315 | 0.02% | 0.02% | 238 | +6 | 0.12% | Q4 2025 | Jan 29, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Reduced | 4,978 | 305 | 0.07% | 0.08% | 239 | -452 | -8.32% | Q4 2025 | Feb 09, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 4,906 | 301 | 0.09% | 0.11% | 240 | -1,716 | -25.91% | Q4 2025 | Feb 06, 2026 |
| GEN Financial Management, INC. | History | Added to | 4,907 | 301 | 0.19% | 0.26% | 241 | +8 | 0.16% | Q4 2025 | Jan 15, 2026 |
| Cresset Asset Management, LLC | History | Added to | 4,898 | 300 | 0.0% | 0.0% | 242 | +752 | 18.14% | Q4 2025 | Feb 17, 2026 |
| NewEdge Wealth, LLC | History | No change | 4,797 | 294 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | New | 4,753 | 291 | 0.02% | — | 244 | +4,753 | New | Q4 2025 | Jan 20, 2026 |
| Equita Financial Network, Inc. | History | New | 4,688 | 287 | 0.09% | — | 245 | +4,688 | New | Q4 2025 | Jan 29, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 4,577 | 280 | 0.0% | 0.0% | 246 | +572 | 14.28% | Q4 2025 | Jan 20, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 4,577 | 280 | 0.14% | 0.15% | 247 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 4,530 | 277 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 4,505 | 276 | 0.03% | 0.03% | 249 | +810 | 21.92% | Q4 2025 | Jan 22, 2026 |
| ARWA LLC | History | New | 4,423 | 271 | 0.16% | — | 250 | +4,423 | New | Q4 2025 | Feb 27, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 4,368 | 268 | 0.0% | 0.0% | 251 | -72 | -1.62% | Q4 2025 | Feb 10, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 4,341 | 266 | 0.0% | 0.0% | 252 | -425 | -8.92% | Q4 2025 | Feb 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 4,345 | 266 | 0.01% | 0.01% | 253 | -150 | -3.34% | Q4 2025 | Jan 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 4,333 | 265 | 0.02% | 0.02% | 254 | +53 | 1.24% | Q4 2025 | Feb 06, 2026 |
| Regal Investment Advisors LLC | History | New | 4,319 | 264 | 0.02% | — | 255 | +4,319 | New | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | New | 4,309 | 264 | 0.0% | — | 257 | +4,309 | New | Q4 2025 | Feb 13, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 4,314 | 264 | 0.02% | 0.02% | 258 | +262 | 6.47% | Q4 2025 | Feb 11, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | No change | 4,313 | 264 | 0.05% | 0.05% | 256 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 4,266 | 261 | 0.03% | 0.03% | 259 | -168 | -3.79% | Q4 2025 | Jan 27, 2026 |
| Krilogy Financial LLC | History | New | 4,066 | 257 | 0.01% | — | 261 | +4,066 | New | Q4 2025 | Jan 27, 2026 |
| GFS Advisors, LLC | History | No change | 4,200 | 257 | 0.03% | 0.03% | 260 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Essex Bank | History | Added to | 4,123 | 252 | 0.05% | 0.05% | 263 | +589 | 16.67% | Q4 2025 | Feb 02, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 4,121 | 252 | 0.0% | 0.0% | 262 | -166 | -3.87% | Q4 2025 | Feb 02, 2026 |
| BlueChip Wealth Advisors LLC | History | Added to | 4,107 | 252 | 0.11% | 0.11% | 264 | +70 | 1.73% | Q4 2025 | Feb 05, 2026 |
| PFG Advisors | History | New | 4,063 | 249 | 0.01% | — | 266 | +4,063 | New | Q4 2025 | Jan 27, 2026 |
| GFG Capital, LLC | History | No change | 4,060 | 249 | 0.09% | 0.09% | 265 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Tassel Capital Management, Inc. | History | Added to | 4,042 | 248 | 0.15% | 0.16% | 267 | +65 | 1.63% | Q4 2025 | Feb 13, 2026 |
| Keebeck Wealth Management | History | Reduced | 4,025 | 246 | 0.03% | 0.03% | 269 | -522 | -11.48% | Q4 2025 | Feb 17, 2026 |
| MEKETA INVESTMENT GROUP INC /ADV | History | Reduced | 4,016 | 246 | 0.83% | 0.86% | 268 | -295 | -6.84% | Q4 2025 | Feb 11, 2026 |
| Stronghold Wealth Management L.L.C. | History | New | 3,993 | 245 | 0.36% | — | 270 | +3,993 | New | Q4 2025 | Feb 06, 2026 |
| Forefront Analytics, LLC | History | Added to | 3,968 | 244 | 0.22% | 0.23% | 271 | +63 | 1.61% | Q4 2025 | Feb 17, 2026 |
| Joseph Group Capital Management | History | Reduced | 3,879 | 238 | 0.06% | 0.07% | 272 | -337 | -7.99% | Q4 2025 | Jan 30, 2026 |
| Spinnaker Investment Group, LLC | History | No change | 3,882 | 238 | 0.04% | 0.04% | 273 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Arax Advisory Partners | History | New | 3,858 | 236 | 0.01% | — | 274 | +3,858 | New | Q4 2025 | Feb 13, 2026 |
| Composition Wealth, LLC | History | Added to | 3,822 | 234 | 0.0% | 0.0% | 275 | +50 | 1.33% | Q4 2025 | Feb 02, 2026 |
| Indivisible Partners | History | New | 3,797 | 233 | 0.03% | — | 277 | +3,797 | New | Q4 2025 | Feb 03, 2026 |
| BOKF, NA | History | No change | 3,800 | 233 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Evergreen Wealth Partners LLC | History | New | 3,772 | 231 | 0.19% | — | 279 | +3,772 | New | Q4 2025 | Feb 05, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | New | 3,767 | 231 | 0.0% | — | 278 | +3,767 | New | Q4 2025 | Jan 30, 2026 |
| CHOREO, LLC | History | New | 3,716 | 229 | 0.0% | — | 280 | +3,716 | New | Q4 2025 | Jan 23, 2026 |
| Argentarii, LLC | History | New | 3,674 | 225 | 0.07% | — | 281 | +3,674 | New | Q4 2025 | Jan 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 3,597 | 220 | 0.0% | 0.0% | 282 | -22 | -0.61% | Q4 2025 | Feb 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 3,558 | 218 | 0.01% | 0.0% | 283 | +12 | 0.34% | Q4 2025 | Feb 11, 2026 |
| Algorithmic Investment Models, LLC | History | Reduced | 3,445 | 211 | 0.26% | 0.76% | 284 | -15,177 | -81.5% | Q4 2025 | Feb 10, 2026 |
| Cypress Capital Group | History | No change | 3,415 | 209 | 0.02% | 0.02% | 285 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 3,371 | 206 | 0.0% | 0.0% | 286 | +264 | 8.5% | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Reduced | 3,352 | 205 | 0.0% | 0.0% | 287 | -668 | -16.62% | Q4 2025 | Feb 13, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | No change | 3,344 | 205 | 0.09% | 0.1% | 288 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| COMMERCE BANK | History | No change | 3,286 | 201 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Parkside Financial Bank & Trust | History | No change | 3,005 | 184 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bank of Jackson Hole Trust | History | No change | 2,853 | 175 | 0.08% | 0.09% | 291 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TOWER TRUST & INVESTMENT Co | History | Added to | 2,845 | 174 | 0.11% | 0.11% | 292 | +240 | 9.21% | Q4 2025 | Jan 21, 2026 |
| Spire Wealth Management | History | Added to | 2,760 | 169 | 0.01% | 0.01% | 293 | +40 | 1.47% | Q4 2025 | Jan 14, 2026 |
| Collier Financial | History | Added to | 2,750 | 168 | 0.13% | 0.12% | 294 | +136 | 5.2% | Q4 2025 | Feb 12, 2026 |
| S.A. Mason LLC | History | No change | 2,732 | 167 | 0.07% | 0.07% | 295 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Ancora Advisors LLC | History | Added to | 2,358 | 144 | 0.0% | 0.0% | 297 | +1,650 | 233.05% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 2,357 | 144 | 0.0% | 0.0% | 296 | +1,235 | 110.07% | Q4 2025 | Feb 11, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | New | 2,342 | 143 | 0.02% | — | 298 | +2,342 | New | Q4 2025 | Feb 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,228 | 136 | 0.0% | 0.0% | 299 | +265 | 13.5% | Q4 2025 | Feb 09, 2026 |
| CoreCap Advisors, LLC | History | Added to | 2,201 | 135 | 0.0% | 0.0% | 300 | +667 | 43.48% | Q4 2025 | Jan 13, 2026 |
| Clayton Financial Group LLC | History | New | 2,050 | 125 | 0.06% | — | 301 | +2,050 | New | Q4 2025 | Jan 21, 2026 |
| TSFG, LLC | History | Added to | 1,951 | 120 | 0.02% | 0.02% | 302 | +2 | 0.1% | Q4 2025 | Feb 04, 2026 |
| CITY HOLDING CO | History | Reduced | 1,856 | 113 | 0.01% | 0.02% | 303 | -265 | -12.49% | Q4 2025 | Jan 22, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | Added to | 1,768 | 108 | 0.05% | 0.04% | 304 | +323 | 22.35% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 1,680 | 103 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TORONTO DOMINION BANK | History | New | 1,660 | 101 | 0.0% | — | 306 | +1,660 | New | Q4 2025 | Feb 17, 2026 |
| Abound Wealth Management | History | No change | 1,633 | 100 | 0.02% | 0.02% | 307 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 1,432 | 87 | 0.07% | — | 309 | +1,432 | New | Q4 2025 | Mar 05, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 1,430 | 87 | 0.01% | 0.01% | 308 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| First PREMIER Bank | History | No change | 1,400 | 86 | 0.02% | 0.02% | 310 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,342 | 82 | 0.03% | 0.03% | 311 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Allworth Financial LP | History | New | 1,286 | 78 | 0.0% | — | 312 | +1,286 | New | Q4 2025 | Feb 05, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,200 | 74 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1,165 | 71 | 0.0% | 0.0% | 314 | -838 | -41.84% | Q4 2025 | Feb 03, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,071 | 65 | 0.0% | 0.0% | 315 | +35 | 3.38% | Q4 2025 | Feb 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 1,007 | 61 | 0.0% | 0.0% | 316 | +45 | 4.68% | Q4 2025 | Feb 11, 2026 |
| Financial Perspectives, Inc | History | No change | 946 | 58 | 0.02% | 0.02% | 317 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Grove Bank & Trust | History | New | 908 | 55 | 0.01% | — | 318 | +908 | New | Q4 2025 | Jan 08, 2026 |
| ORG Partners LLC | History | Reduced | 743 | 45 | 0.01% | 0.01% | 319 | -86 | -10.37% | Q4 2025 | Jan 14, 2026 |
| Dunhill Financial, LLC | History | Added to | 711 | 43 | 0.01% | 0.0% | 320 | +663 | 1381.25% | Q4 2025 | Jan 29, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 640 | 39 | 0.02% | — | 321 | +640 | New | Q4 2025 | Feb 18, 2026 |
| Accordant Advisory Group Inc | History | Added to | 527 | 32 | 0.02% | 0.02% | 322 | +6 | 1.15% | Q4 2025 | Jan 22, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 511 | 31 | 0.0% | 0.0% | 323 | +109 | 27.11% | Q4 2025 | Feb 13, 2026 |
| Caldwell Trust Co | History | Reduced | 500 | 30 | 0.0% | 0.01% | 324 | -1,423 | -74.0% | Q4 2025 | Jan 30, 2026 |
| EPG Wealth Management LLC | History | Added to | 465 | 28 | 0.01% | 0.01% | 325 | +7 | 1.53% | Q4 2025 | Jan 28, 2026 |
| Quent Capital, LLC | History | No change | 442 | 27 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DAGCO, INC. | History | Added to | 437 | 26 | 0.01% | 0.01% | 327 | +7 | 1.63% | Q4 2025 | Jan 08, 2026 |
| TRUST CO OF VERMONT | History | New | 412 | 25 | 0.0% | — | 328 | +412 | New | Q4 2025 | Jan 16, 2026 |
| Rice Partnership, LLC | History | New | 400 | 24 | 0.0% | — | 329 | +400 | New | Q4 2025 | Feb 10, 2026 |
| Meramec Financial Planners, LLC | History | New | 370 | 24 | 0.01% | — | 331 | +370 | New | Q4 2025 | Feb 10, 2026 |
| Costello Asset Management, INC | History | Added to | 405 | 24 | 0.01% | 0.01% | 330 | +7 | 1.76% | Q4 2025 | Feb 03, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 387 | 23 | 0.01% | 0.01% | 332 | +6 | 1.57% | Q4 2025 | Jan 28, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | New | 368 | 22 | 0.0% | — | 333 | +368 | New | Q4 2025 | Jan 27, 2026 |
| Realta Investment Advisors | History | Added to | 348 | 21 | 0.01% | 0.0% | 334 | +127 | 57.47% | Q4 2025 | Jan 20, 2026 |
| Tacita Capital Inc | History | No change | 345 | 21 | 0.01% | 0.01% | 335 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 355 | 21 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Boreal Capital Management LLC | History | Reduced | 324 | 19 | 0.01% | 0.1% | 338 | -1,700 | -83.99% | Q4 2025 | Feb 17, 2026 |
| Legacy Bridge, LLC | History | No change | 317 | 19 | 0.01% | 0.01% | 337 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CITIGROUP INC | History | Reduced | 300 | 18 | 0.0% | 0.0% | 339 | -8,055 | -96.41% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Added to | 245 | 15 | 0.0% | 0.0% | 340 | +107 | 77.54% | Q4 2025 | Jan 26, 2026 |
| AlphaCore Capital LLC | History | No change | 250 | 15 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 217 | 13 | 0.0% | — | 344 | +217 | New | Q4 2025 | Feb 09, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 223 | 13 | 0.0% | 0.0% | 342 | +191 | 596.88% | Q4 2025 | Feb 13, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 217 | 13 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Parallel Advisors, LLC | History | New | 200 | 12 | 0.0% | — | 345 | +200 | New | Q4 2025 | Feb 11, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 165 | 10 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BARCLAYS PLC | History | New | 148 | 9 | 0.0% | — | 347 | +148 | New | Q4 2025 | Feb 13, 2026 |
| Founders Financial Alliance, LLC | History | No change | 150 | 9 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 134 | 8 | 0.0% | 0.01% | 351 | -358 | -72.76% | Q4 2025 | Jan 15, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 138 | 8 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Creative Capital Management Investments LLC | History | No change | 133 | 8 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SageView Advisory Group, LLC | History | New | 121 | 7 | 0.0% | — | 352 | +121 | New | Q4 2025 | Feb 17, 2026 |
| RMG Wealth Management LLC | History | New | 105 | 6 | 0.0% | — | 355 | +105 | New | Q4 2025 | Jan 29, 2026 |
| Anchor Investment Management, LLC | History | New | 100 | 6 | 0.0% | — | 353 | +100 | New | Q4 2025 | Feb 26, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 107 | 6 | 0.0% | 0.0% | 354 | +49 | 84.48% | Q4 2025 | Feb 13, 2026 |
| SHP Wealth Management | History | New | 97 | 5 | 0.0% | — | 358 | +97 | New | Q4 2025 | Mar 04, 2026 |
| Sunbelt Securities, Inc. | History | No change | 88 | 5 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Archer Investment Corp | History | No change | 91 | 5 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Darwin Wealth Management, LLC | History | New | 81 | 4 | 0.0% | — | 360 | +81 | New | Q4 2025 | Jan 22, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 77 | 4 | 0.0% | 0.0% | 361 | +31 | 67.39% | Q4 2025 | Feb 17, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 72 | 4 | 0.0% | 0.0% | 363 | -31 | -30.1% | Q4 2025 | Feb 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 75 | 4 | 0.0% | 0.0% | 359 | +30 | 66.67% | Q4 2025 | Jan 20, 2026 |
| Citizens National Bank Trust Department | History | No change | 75 | 4 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | New | 60 | 3 | 0.0% | — | 365 | +60 | New | Q4 2025 | Jan 28, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 59 | 3 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BankPlus Trust Department | History | No change | 53 | 3 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Rialto Wealth Management, LLC | History | No change | 64 | 3 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 43 | 2 | 0.0% | 0.0% | 368 | -129 | -75.0% | Q4 2025 | Feb 06, 2026 |
| Cape Investment Advisory, Inc. | History | New | 26 | 1 | 0.0% | — | 371 | +26 | New | Q4 2025 | Feb 17, 2026 |
| Fairscale Capital, LLC | History | New | 17 | 1 | 0.0% | — | 372 | +17 | New | Q4 2025 | Feb 17, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 22 | 1 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Key FInancial Inc | History | No change | 23 | 1 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Rossby Financial, LCC | History | No change | 31 | 1 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -201,182 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Almitas Capital LLC | History | Closed out | 0 | 0 | — | 1.3% | — | -92,922 | -100.0% | Q3 2025 | Nov 17, 2025 |
| NATIXIS ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -72,651 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Forefront Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 1.08% | — | -70,383 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Weiss Asset Management LP | History | Closed out | 0 | 0 | — | 1.37% | — | -64,210 | -100.0% | Q3 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -30,365 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Balefire, LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -26,297 | -100.0% | Q3 2025 | Oct 08, 2025 |
| OneAscent Financial Services LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -15,707 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Marex Group plc | History | Closed out | 0 | 0 | — | 0.01% | — | -13,754 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BFSG, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -13,340 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Integrated Advisors Network LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -11,971 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,941 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Ascent Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,590 | -100.0% | Q3 2025 | Oct 20, 2025 |
| WORLD EQUITY GROUP, INC. | History | Closed out | 0 | 0 | — | 0.12% | — | -8,415 | -100.0% | Q3 2025 | Oct 24, 2025 |
| ABSOLUTE INVESTMENT ADVISERS, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -6,200 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Ignite Planners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,629 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Vertex Planning Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,560 | -100.0% | Q3 2025 | Nov 18, 2025 |
| VESTOR CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -700 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -680 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Marshall & Sterling Wealth Advisors Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -427 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Providence Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -368 | -100.0% | Q3 2025 | Nov 06, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Gen-Wealth Partners Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cypress Capital Management LLC (WY) | History | Closed out | 0 | 0 | — | 0.01% | — | -198 | -100.0% | Q3 2025 | Nov 03, 2025 |
| FIRST COMMUNITY TRUST NA | History | Closed out | 0 | 0 | — | 0.01% | — | -129 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Capital Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -116 | -100.0% | Q3 2025 | Nov 05, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -85 | -100.0% | Q3 2025 | Jan 12, 2026 |
| LGT Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -69 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -67 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Measured Wealth Private Client Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -56 | -100.0% | Q3 2025 | Nov 14, 2025 |
| New Republic Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Kiker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q3 2025 | Oct 27, 2025 |
| REGIONS FINANCIAL CORP | History | Added to | 117 | 0 | — | — | — | +17 | 17.0% | Q4 2025 | Jan 27, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2025 | Oct 16, 2025 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Tripletail Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Tower Research Capital LLC (TRC) | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 17, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 10, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BIRCHBROOK, INC. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |