iSHARES TRUST - IGM
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,790,249 | 489,548 | 0.04% | 0.05% | 1 | -1,490,569 | -28.23% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,548,418 | 329,153 | 0.02% | 0.01% | 2 | +1,617,877 | 173.86% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Reduced | 2,390,840 | 308,801 | 0.02% | 0.02% | 3 | -16,153 | -0.67% | Q4 2025 | Feb 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 1,847,675 | 238,645 | 4.81% | 5.02% | 4 | -21,341 | -1.14% | Q4 2025 | Feb 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,773,473 | 229,061 | 0.07% | 0.12% | 5 | -1,105,704 | -38.4% | Q4 2025 | Feb 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,676,689 | 216,561 | 0.06% | 0.12% | 6 | -1,687,035 | -50.15% | Q4 2025 | Feb 10, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 1,611,297 | 208,115 | 1.42% | 1.54% | 7 | -52,313 | -3.14% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 1,453,943 | 187,791 | 0.05% | 0.06% | 8 | -154,914 | -9.63% | Q4 2025 | Feb 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,310,100 | 169,212 | 0.06% | 0.1% | 9 | -763,272 | -36.81% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,271,199 | 164,189 | 0.03% | — | 10 | +1,271,199 | New | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 1,035,830 | 133,788 | 0.31% | 0.57% | 11 | -878,482 | -45.89% | Q4 2025 | Feb 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 1,025,328 | 132,431 | 0.18% | 0.34% | 12 | -990,712 | -49.14% | Q4 2025 | Feb 02, 2026 |
| Cerity Partners LLC | History | Reduced | 942,890 | 121,783 | 0.18% | 0.2% | 13 | -26,262 | -2.71% | Q4 2025 | Feb 11, 2026 |
| WestEnd Advisors, LLC | History | Reduced | 823,694 | 106,393 | 2.48% | 5.26% | 14 | -960,787 | -53.84% | Q4 2025 | Jan 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 784,414 | 101,314 | 0.56% | 0.61% | 15 | -58,338 | -6.92% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 765,711 | 98,939 | 0.02% | 0.02% | 16 | -11,809 | -1.52% | Q4 2025 | Feb 17, 2026 |
| Destination Wealth Management | History | Reduced | 625,219 | 80,753 | 2.11% | 2.19% | 17 | -5,753 | -0.91% | Q4 2025 | Feb 13, 2026 |
| Gray Foundation | History | No change | 559,116 | 72,215 | 18.12% | 20.04% | 18 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| UBS Group AG | History | Reduced | 512,887 | 66,244 | 0.01% | 0.01% | 19 | -15,364 | -2.91% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 484,522 | 62,580 | 0.08% | 0.08% | 20 | -5,498 | -1.12% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 424,377 | 54,812 | 0.01% | 0.01% | 21 | +44,765 | 11.79% | Q4 2025 | Feb 13, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 371,801 | 48,021 | 0.71% | 0.7% | 22 | +299 | 0.08% | Q4 2025 | Feb 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 353,541 | 45,663 | 0.01% | 0.0% | 23 | +141,024 | 66.36% | Q4 2025 | Feb 17, 2026 |
| Portfolio Strategies, Inc. | History | Added to | 351,199 | 45,359 | 5.25% | 5.08% | 24 | +4,486 | 1.29% | Q4 2025 | Jan 27, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 288,880 | 37,311 | 0.02% | 0.05% | 25 | -333,434 | -53.58% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 280,697 | 36,255 | 0.03% | 0.04% | 26 | -37,179 | -11.7% | Q4 2025 | Feb 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 265,000 | 34,227 | 0.09% | 0.11% | 27 | -5,000 | -1.85% | Q4 2025 | Jan 26, 2026 |
| Legacy Financial Strategies, LLC | History | Reduced | 254,895 | 32,922 | 5.83% | 6.83% | 28 | -45,551 | -15.16% | Q4 2025 | Jan 23, 2026 |
| Lido Advisors, LLC | History | Added to | 235,458 | 30,390 | 0.09% | 0.0% | 29 | +228,584 | 3325.34% | Q4 2025 | Feb 10, 2026 |
| Allworth Financial LP | History | New | 234,047 | 30,229 | 0.12% | — | 30 | +234,047 | New | Q4 2025 | Feb 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 210,508 | 27,192 | 0.04% | 0.04% | 31 | -22,266 | -9.57% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 201,952 | 26,084 | 0.0% | 0.0% | 32 | +5,891 | 3.0% | Q4 2025 | Mar 25, 2026 |
| Cetera Investment Advisers | History | Reduced | 193,817 | 25,033 | 0.03% | 0.03% | 33 | -35,652 | -15.54% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 159,592 | 20,581 | 0.02% | 0.02% | 34 | +82,102 | 105.95% | Q4 2025 | Feb 13, 2026 |
| HB Wealth Management, LLC | History | Added to | 145,612 | 18,807 | 0.12% | 0.12% | 35 | +358 | 0.25% | Q4 2025 | Jan 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 138,215 | 17,851 | 0.04% | 0.05% | 36 | -1,994 | -1.42% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 133,538 | 17,248 | 0.05% | 0.05% | 37 | -4,624 | -3.35% | Q4 2025 | Feb 05, 2026 |
| Mariner, LLC | History | Reduced | 132,575 | 17,123 | 0.02% | 0.02% | 38 | -8,005 | -5.69% | Q4 2025 | Feb 13, 2026 |
| BAILARD, INC. | History | Reduced | 130,075 | 16,800 | 0.37% | 0.38% | 39 | -7,563 | -5.49% | Q4 2025 | Feb 04, 2026 |
| Mathes Company, Inc. | History | Reduced | 123,315 | 15,927 | 5.68% | 6.35% | 40 | -17,109 | -12.18% | Q4 2025 | Feb 09, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 114,029 | 14,727 | 0.02% | 0.03% | 41 | -10,390 | -8.35% | Q4 2025 | Feb 10, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 113,956 | 14,718 | 2.05% | 1.97% | 42 | +11,221 | 10.92% | Q4 2025 | Feb 09, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 111,265 | 14,371 | 0.26% | 0.28% | 43 | -1,590 | -1.41% | Q4 2025 | Jan 07, 2026 |
| Corient Private Wealth LLC | History | Reduced | 105,648 | 13,646 | 0.02% | 0.02% | 44 | -9,870 | -8.54% | Q4 2025 | Mar 09, 2026 |
| ASSETMARK, INC | History | Reduced | 105,417 | 13,615 | 0.03% | 0.05% | 45 | -90,060 | -46.07% | Q4 2025 | Jan 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 102,784 | 13,275 | 0.01% | 0.01% | 46 | -34,277 | -25.01% | Q4 2025 | Feb 06, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 101,732 | 13,139 | 0.23% | 0.23% | 47 | -583 | -0.57% | Q4 2025 | Jan 22, 2026 |
| GM Advisory Group, LLC | History | Added to | 100,344 | 12,960 | 0.51% | 0.53% | 48 | +455 | 0.46% | Q4 2025 | Feb 13, 2026 |
| Dynamic Wealth Strategies, LLC | History | Added to | 99,109 | 12,800 | 7.62% | 7.98% | 49 | +4,277 | 4.51% | Q4 2025 | Feb 04, 2026 |
| Vantage Financial Partners, LLC | History | Reduced | 96,098 | 12,412 | 2.52% | 2.55% | 50 | -174 | -0.18% | Q4 2025 | Feb 03, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 95,842 | 12,378 | 0.07% | 0.05% | 51 | +8,207 | 9.36% | Q4 2025 | Jan 29, 2026 |
| Shira Ridge Wealth Management | History | Reduced | 90,129 | 11,641 | 4.68% | 5.19% | 52 | -7,009 | -7.22% | Q4 2025 | Jan 12, 2026 |
| &PARTNERS | History | Added to | 90,105 | 11,638 | 0.06% | 0.07% | 53 | +942 | 1.06% | Q4 2025 | Feb 17, 2026 |
| Prostatis Group LLC | History | Added to | 85,074 | 10,988 | 2.62% | 2.52% | 54 | +5,366 | 6.73% | Q4 2025 | Feb 17, 2026 |
| Fairscale Capital, LLC | History | Added to | 84,744 | 10,945 | 7.26% | 7.33% | 55 | +59 | 0.07% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 80,942 | 10,454 | 0.0% | 0.0% | 56 | -143,780 | -63.98% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 79,637 | 10,285 | 0.0% | 0.0% | 57 | +39,937 | 100.6% | Q4 2025 | Feb 17, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 74,835 | 9,665 | 0.22% | 0.22% | 58 | +333 | 0.45% | Q4 2025 | Feb 10, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Reduced | 72,349 | 9,344 | 0.24% | 0.29% | 59 | -23,336 | -24.39% | Q4 2025 | Jan 28, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 71,489 | 9,233 | 0.0% | 0.0% | 60 | +1,458 | 2.08% | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 69,863 | 9,023 | 0.02% | 0.02% | 61 | +6,799 | 10.78% | Q4 2025 | Mar 16, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 67,525 | 8,721 | 1.99% | 2.04% | 62 | -1,640 | -2.37% | Q4 2025 | Jan 21, 2026 |
| CWM, LLC | History | Reduced | 64,592 | 8,343 | 0.02% | 0.02% | 63 | -391 | -0.6% | Q4 2025 | Jan 26, 2026 |
| Meridian Wealth Management, LLC | History | No change | 64,220 | 8,294 | 0.29% | 0.31% | 64 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Global Retirement Partners, LLC | History | Added to | 62,307 | 8,047 | 0.14% | 0.17% | 65 | +700 | 1.14% | Q4 2025 | Feb 06, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 62,182 | 8,029 | 0.03% | 0.03% | 66 | +946 | 1.54% | Q4 2025 | Feb 12, 2026 |
| Asset Management Group, Inc. | History | Reduced | 56,946 | 7,355 | 1.19% | 1.18% | 67 | -154 | -0.27% | Q4 2025 | Feb 17, 2026 |
| Integrity Investment Advisors, LLC | History | Added to | 56,020 | 7,235 | 3.98% | 4.54% | 68 | +1,587 | 2.92% | Q4 2025 | Feb 13, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 55,973 | 7,229 | 0.77% | 0.78% | 69 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 55,651 | 7,187 | 0.03% | 0.05% | 70 | -36,363 | -39.52% | Q4 2025 | Feb 18, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 54,919 | 7,093 | 0.02% | 0.0% | 71 | +49,532 | 919.47% | Q4 2025 | Feb 17, 2026 |
| Northstar Advisory Group, LLC | History | Added to | 54,756 | 7,072 | 2.51% | 0.66% | 72 | +41,933 | 327.01% | Q4 2025 | Jan 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 54,677 | 7,062 | 0.03% | 0.04% | 73 | -3,457 | -5.95% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 54,046 | 6,980 | 0.0% | 0.0% | 74 | +4,278 | 8.6% | Q4 2025 | Feb 17, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | Reduced | 53,071 | 6,854 | 2.96% | 3.2% | 75 | -23 | -0.04% | Q4 2025 | Feb 13, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 52,963 | 6,840 | 0.36% | 0.36% | 76 | -211 | -0.4% | Q4 2025 | Jan 26, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 52,563 | 6,789 | 0.0% | 0.0% | 77 | +492 | 0.94% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Added to | 51,966 | 6,711 | 0.01% | 0.01% | 78 | +5,082 | 10.84% | Q4 2025 | Jan 30, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Reduced | 51,240 | 6,618 | 2.05% | 2.11% | 79 | -2,160 | -4.04% | Q4 2025 | Jan 15, 2026 |
| Trilogy Capital Inc. | History | Reduced | 50,082 | 6,468 | 0.29% | 0.57% | 80 | -48,042 | -48.96% | Q4 2025 | Jan 22, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 50,010 | 6,459 | 0.0% | 0.0% | 81 | +49,972 | 131505.26% | Q4 2025 | Feb 10, 2026 |
| Humankind Investments LLC | History | No change | 48,930 | 6,319 | 2.83% | 1.41% | 82 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 48,103 | 6,213 | 0.03% | 0.03% | 83 | -4,106 | -7.86% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 47,182 | 6,094 | 0.0% | 0.0% | 84 | +2,319 | 5.17% | Q4 2025 | Feb 10, 2026 |
| Advisory Services Network, LLC | History | Reduced | 47,060 | 6,078 | 0.09% | 0.09% | 85 | -2,667 | -5.36% | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 44,109 | 5,697 | 0.06% | 0.08% | 86 | +5,230 | 13.45% | Q4 2025 | Jan 29, 2026 |
| KKM Financial LLC | History | Reduced | 42,967 | 5,549 | 0.99% | 1.82% | 87 | -3,098 | -6.73% | Q4 2025 | Feb 18, 2026 |
| HighTower Advisors, LLC | History | Reduced | 42,251 | 5,457 | 0.01% | 0.01% | 88 | -27,225 | -39.19% | Q4 2025 | Feb 06, 2026 |
| FMR LLC | History | Added to | 39,853 | 5,147 | 0.0% | 0.0% | 89 | +8,019 | 25.19% | Q4 2025 | Feb 17, 2026 |
| Paragon Advisors, LLC | History | Reduced | 38,584 | 4,983 | 1.35% | 1.35% | 90 | -2,833 | -6.84% | Q4 2025 | Jan 12, 2026 |
| Creative Planning | History | Reduced | 38,180 | 4,931 | 0.0% | 0.0% | 91 | -568 | -1.47% | Q4 2025 | Feb 17, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 36,118 | 4,664 | 1.13% | 1.13% | 92 | +14 | 0.04% | Q4 2025 | Feb 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 35,583 | 4,595 | 0.01% | 0.0% | 93 | +28,082 | 374.38% | Q4 2025 | Feb 17, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Reduced | 35,557 | 4,592 | 1.11% | 1.13% | 94 | -638 | -1.76% | Q4 2025 | Jan 20, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 34,694 | 4,481 | 0.02% | 0.05% | 95 | -33,318 | -48.99% | Q4 2025 | Jan 12, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Reduced | 33,544 | 4,332 | 0.36% | 0.36% | 96 | -100 | -0.3% | Q4 2025 | Jan 27, 2026 |
| Campion Asset Management | History | Reduced | 33,173 | 4,284 | 2.97% | 3.0% | 97 | -339 | -1.01% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 30,676 | 4,028 | 0.01% | 0.01% | 98 | -5,999 | -16.36% | Q4 2025 | Jan 08, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 29,198 | 3,771 | 2.44% | 2.3% | 99 | -4,575 | -13.55% | Q4 2025 | Feb 09, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 29,165 | 3,766 | 0.41% | 0.44% | 100 | -1,635 | -5.31% | Q4 2025 | Jan 20, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 29,063 | 3,753 | 0.04% | 0.04% | 101 | -1,561 | -5.1% | Q4 2025 | Feb 13, 2026 |
| BROWN ADVISORY INC | History | Reduced | 28,922 | 3,735 | 0.01% | 0.0% | 102 | -465 | -1.58% | Q4 2025 | Feb 13, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 28,791 | 3,718 | 0.22% | 0.2% | 103 | -721 | -2.44% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 28,681 | 3,704 | 0.01% | 0.01% | 104 | +1,537 | 5.66% | Q4 2025 | Feb 18, 2026 |
| Keystone Global Partners, LLC | History | Reduced | 28,003 | 3,616 | 1.59% | 1.83% | 105 | -460 | -1.62% | Q4 2025 | Jan 14, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 27,988 | 3,614 | 0.09% | 0.09% | 106 | -766 | -2.66% | Q4 2025 | Feb 17, 2026 |
| Sowell Financial Services LLC | History | Reduced | 27,599 | 3,564 | 0.13% | 0.13% | 107 | -100 | -0.36% | Q4 2025 | Jan 21, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 27,433 | 3,543 | 0.04% | 0.07% | 108 | -22,605 | -45.18% | Q4 2025 | Feb 12, 2026 |
| Journey Beyond Wealth, LLC | History | Reduced | 27,259 | 3,520 | 2.8% | 3.19% | 109 | -3,487 | -11.34% | Q4 2025 | Jan 23, 2026 |
| Financial Freedom, LLC | History | Added to | 26,892 | 3,473 | 1.72% | 1.63% | 110 | +961 | 3.71% | Q4 2025 | Feb 17, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 26,807 | 3,462 | 0.03% | 0.04% | 111 | -3,810 | -12.44% | Q4 2025 | Jan 28, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 26,587 | 3,434 | 0.04% | 0.05% | 112 | -2,910 | -9.87% | Q4 2025 | Feb 05, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 25,566 | 3,302 | 0.06% | 0.07% | 113 | -263 | -1.02% | Q4 2025 | Jan 16, 2026 |
| Bank of New York Mellon Corp | History | Added to | 25,522 | 3,296 | 0.0% | 0.0% | 114 | +9,209 | 56.45% | Q4 2025 | Feb 10, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 24,456 | 3,159 | 0.19% | 0.2% | 115 | -996 | -3.91% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 24,391 | 3,150 | 0.01% | 0.01% | 116 | +694 | 2.93% | Q4 2025 | Feb 17, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 24,319 | 3,140 | 0.14% | 0.14% | 117 | -136 | -0.56% | Q4 2025 | Feb 17, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 24,238 | 3,130 | 0.02% | 0.01% | 118 | +13,057 | 116.78% | Q4 2025 | Feb 18, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 23,300 | 3,009 | 0.0% | 0.0% | 119 | -16,300 | -41.16% | Q4 2025 | Feb 12, 2026 |
| LM Advisors LLC | History | Reduced | 387 | 3,000 | 0.05% | 0.05% | 120 | -2,613 | -87.1% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Reduced | 23,133 | 2,987 | 0.01% | 0.01% | 121 | -6,476 | -21.87% | Q4 2025 | Jan 29, 2026 |
| Cresset Asset Management, LLC | History | Added to | 21,822 | 2,818 | 0.01% | 0.01% | 122 | +8,664 | 65.85% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Reduced | 21,475 | 2,773 | 0.03% | 0.06% | 123 | -17,505 | -44.91% | Q4 2025 | Feb 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 20,773 | 2,682 | 0.0% | 0.0% | 124 | +686 | 3.42% | Q4 2025 | Feb 17, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 20,260 | 2,616 | 0.19% | 0.39% | 125 | -20,940 | -50.83% | Q4 2025 | Feb 18, 2026 |
| BXM Wealth LLC | History | Reduced | 19,097 | 2,466 | 1.9% | 2.3% | 126 | -225 | -1.16% | Q4 2025 | Jan 20, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | Reduced | 18,935 | 2,445 | 1.05% | 1.15% | 127 | -1,267 | -6.27% | Q4 2025 | Jan 26, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 18,655 | 2,409 | 0.18% | 0.18% | 128 | -110 | -0.59% | Q4 2025 | Jan 23, 2026 |
| Clarity Wealth Advisors, LLC | History | Reduced | 18,409 | 2,377 | 0.48% | 0.56% | 129 | -1,725 | -8.57% | Q4 2025 | Jan 23, 2026 |
| Financial Management Professionals, Inc. | History | New | 18,181 | 2,348 | 0.24% | — | 130 | +18,181 | New | Q4 2025 | Jan 27, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Added to | 17,402 | 2,246 | 0.85% | 0.85% | 131 | +9,679 | 125.33% | Q4 2025 | Feb 10, 2026 |
| M&T BANK CORP | History | Reduced | 17,338 | 2,239 | 0.01% | 0.01% | 132 | -100 | -0.57% | Q4 2025 | Jan 30, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 17,048 | 2,201 | 0.21% | 0.21% | 133 | -225 | -1.3% | Q4 2025 | Jan 23, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | New | 16,295 | 2,104 | 0.05% | — | 134 | +16,295 | New | Q4 2025 | Feb 03, 2026 |
| AK GLOBAL ASSET MANAGEMENT, LLC | History | New | 16,237 | 2,097 | 1.83% | — | 135 | +16,237 | New | Q4 2025 | Jan 21, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 15,720 | 2,030 | 0.86% | 0.85% | 136 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Security Financial Services, INC. | History | Reduced | 15,567 | 2,010 | 0.32% | 0.32% | 137 | -284 | -1.79% | Q4 2025 | Jan 27, 2026 |
| Fort Sheridan Advisors LLC | History | Added to | 15,303 | 1,976 | 0.25% | 0.25% | 138 | +2 | 0.01% | Q4 2025 | Feb 10, 2026 |
| Spruce Point Capital Management, LLC | History | New | 15,200 | 1,963 | 4.08% | — | 139 | +15,200 | New | Q4 2025 | Feb 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 14,716 | 1,900 | 0.04% | 0.04% | 140 | -139 | -0.94% | Q4 2025 | Feb 12, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 14,688 | 1,897 | 0.13% | 0.13% | 141 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 14,685 | 1,896 | 0.0% | 0.0% | 142 | -2,621 | -15.15% | Q4 2025 | Feb 17, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 14,536 | 1,877 | 1.24% | 0.98% | 143 | +3,126 | 27.4% | Q4 2025 | Feb 11, 2026 |
| Wallace Hart LLC | History | Added to | 14,415 | 1,861 | 1.37% | 0.28% | 144 | +11,382 | 375.27% | Q4 2025 | Feb 17, 2026 |
| FIDUCIENT ADVISORS LLC | History | Reduced | 14,264 | 1,842 | 0.23% | 0.22% | 145 | -816 | -5.41% | Q4 2025 | Feb 10, 2026 |
| Keebeck Wealth Management | History | Reduced | 14,085 | 1,819 | 0.21% | 0.21% | 146 | -154 | -1.08% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 14,000 | 1,808 | 0.0% | 0.0% | 147 | -2,400 | -14.63% | Q4 2025 | Feb 12, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 13,461 | 1,757 | 0.06% | 0.06% | 148 | -471 | -3.38% | Q4 2025 | Jan 23, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 13,547 | 1,749 | 0.07% | 0.06% | 149 | +1,921 | 16.52% | Q4 2025 | Feb 13, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 13,500 | 1,743 | 0.06% | 0.06% | 150 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 13,277 | 1,714 | 0.01% | — | 151 | +13,277 | New | Q4 2025 | Feb 17, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 13,142 | 1,699 | 0.54% | 0.54% | 152 | +929 | 7.61% | Q4 2025 | Feb 10, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 13,110 | 1,693 | 0.21% | 0.21% | 153 | -160 | -1.21% | Q4 2025 | Feb 02, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 12,843 | 1,658 | 0.23% | 0.23% | 154 | +355 | 2.84% | Q4 2025 | Jan 06, 2026 |
| Copia Wealth Management | History | Added to | 12,791 | 1,652 | 1.18% | 1.13% | 155 | +707 | 5.85% | Q4 2025 | Feb 06, 2026 |
| HARRELL INVESTMENT PARTNERS, LLC | History | Reduced | 12,456 | 1,608 | 0.38% | 0.52% | 157 | -4,913 | -28.29% | Q4 2025 | Jan 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 12,452 | 1,608 | 0.0% | 0.0% | 156 | +3,456 | 38.42% | Q4 2025 | Feb 13, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 12,140 | 1,568 | 0.15% | 0.17% | 158 | -2,200 | -15.34% | Q4 2025 | Feb 11, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 12,059 | 1,558 | 0.1% | 0.1% | 159 | +155 | 1.3% | Q4 2025 | Feb 13, 2026 |
| Legacy Edge Advisors, LLC | History | New | 11,924 | 1,540 | 0.17% | — | 160 | +11,924 | New | Q4 2025 | Feb 02, 2026 |
| Ayalon Insurance Comp Ltd. | History | No change | 11,826 | 1,527 | 0.37% | 0.38% | 161 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Reduced | 11,767 | 1,519 | 0.42% | 0.48% | 162 | -1,442 | -10.92% | Q4 2025 | Jan 23, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 11,746 | 1,517 | 0.0% | 0.0% | 163 | +8,730 | 289.46% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 11,687 | 1,509 | 0.01% | 0.01% | 164 | +274 | 2.4% | Q4 2025 | Feb 11, 2026 |
| CITIGROUP INC | History | Added to | 11,407 | 1,473 | 0.0% | 0.0% | 165 | +39 | 0.34% | Q4 2025 | Feb 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 11,120 | 1,436 | 0.04% | 0.04% | 166 | +1 | 0.01% | Q4 2025 | Jan 29, 2026 |
| Sigma Planning Corp | History | Added to | 10,823 | 1,397 | 0.04% | 0.03% | 167 | +1,891 | 21.17% | Q4 2025 | Jan 30, 2026 |
| WealthShield Partners, LLC | History | No change | 10,800 | 1,394 | 0.15% | 0.15% | 168 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Pathstone Holdings, LLC | History | New | 10,782 | 1,392 | 0.01% | — | 169 | +10,782 | New | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 10,553 | 1,363 | 0.0% | 0.0% | 170 | -7 | -0.07% | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | Reduced | 10,456 | 1,350 | 0.02% | 0.02% | 171 | -356 | -3.29% | Q4 2025 | Feb 13, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 10,444 | 1,348 | 0.32% | 0.4% | 172 | -2,283 | -17.94% | Q4 2025 | Jan 15, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 10,143 | 1,310 | 0.08% | 0.08% | 173 | +922 | 10.0% | Q4 2025 | Feb 10, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 10,016 | 1,293 | 0.18% | 0.16% | 174 | +2,448 | 32.35% | Q4 2025 | Jan 14, 2026 |
| Composition Wealth, LLC | History | Reduced | 9,789 | 1,264 | 0.02% | 0.02% | 175 | -21 | -0.21% | Q4 2025 | Feb 02, 2026 |
| Clarius Group, LLC | History | No change | 9,774 | 1,262 | 0.07% | 0.07% | 176 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Avestar Capital, LLC | History | Reduced | 9,731 | 1,256 | 0.08% | 0.08% | 177 | -124 | -1.26% | Q4 2025 | Feb 10, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 9,638 | 1,244 | 0.35% | 0.34% | 178 | -93 | -0.96% | Q4 2025 | Feb 06, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 9,232 | 1,192 | 0.01% | 0.01% | 179 | +1,788 | 24.02% | Q4 2025 | Jan 29, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 9,214 | 1,190 | 0.01% | 0.0% | 180 | +7,421 | 413.89% | Q4 2025 | Feb 11, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 9,150 | 1,182 | 0.01% | 0.02% | 181 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Waverly Advisors, LLC | History | Reduced | 9,118 | 1,177 | 0.01% | 0.02% | 182 | -3,135 | -25.59% | Q4 2025 | Feb 17, 2026 |
| Keel Point, LLC | History | No change | 9,100 | 1,175 | 0.07% | 0.07% | 183 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Reduced | 9,078 | 1,172 | 0.39% | 0.7% | 184 | -6,950 | -43.36% | Q4 2025 | Feb 06, 2026 |
| Bawa N Mallick Trust | History | No change | 9,000 | 1,162 | 0.43% | 0.43% | 185 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 8,874 | 1,146 | 0.03% | 0.03% | 186 | +167 | 1.92% | Q4 2025 | Jan 22, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 8,777 | 1,134 | 0.01% | 0.01% | 187 | -53 | -0.6% | Q4 2025 | Feb 02, 2026 |
| AlTi Global, Inc. | History | No change | 8,767 | 1,132 | 0.02% | 0.03% | 188 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 8,725 | 1,126 | 0.02% | 0.02% | 189 | +1,618 | 22.77% | Q4 2025 | Jan 16, 2026 |
| BEACON FINANCIAL GROUP | History | New | 8,683 | 1,121 | 0.11% | — | 190 | +8,683 | New | Q4 2025 | Apr 01, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | New | 8,654 | 1,117 | 0.3% | — | 191 | +8,654 | New | Q4 2025 | Feb 09, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 8,635 | 1,115 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 8,624 | 1,113 | 0.01% | 0.01% | 193 | +105 | 1.23% | Q4 2025 | Jan 20, 2026 |
| Ascent Group, LLC | History | Reduced | 8,229 | 1,062 | 0.04% | 0.05% | 195 | -2,472 | -23.1% | Q4 2025 | Jan 20, 2026 |
| Kearns & Associates LLC | History | No change | 8,226 | 1,062 | 0.55% | 0.55% | 194 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| EP Wealth Advisors, LLC | History | New | 8,201 | 1,059 | 0.01% | — | 196 | +8,201 | New | Q4 2025 | Feb 18, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 7,877 | 1,017 | 0.01% | 0.01% | 197 | -8,881 | -53.0% | Q4 2025 | Feb 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 7,848 | 1,013 | 0.02% | 0.02% | 198 | +870 | 12.47% | Q4 2025 | Feb 13, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 7,836 | 1,012 | 0.07% | 0.08% | 199 | -241 | -2.98% | Q4 2025 | Feb 10, 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | Added to | 7,715 | 996 | 0.45% | 0.44% | 200 | +120 | 1.58% | Q4 2025 | Jan 23, 2026 |
| Savvy Advisors, Inc. | History | Added to | 7,595 | 980 | 0.03% | 0.03% | 201 | +2,007 | 35.92% | Q4 2025 | Jan 20, 2026 |
| Embree Financial Group | History | Added to | 7,392 | 954 | 0.12% | 0.12% | 202 | +3 | 0.04% | Q4 2025 | Jan 14, 2026 |
| WealthTrust Axiom LLC | History | No change | 7,329 | 946 | 0.24% | 0.25% | 203 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Grandview Asset Management LLC | History | Added to | 7,230 | 933 | 0.26% | 0.1% | 204 | +4,302 | 146.93% | Q4 2025 | Jan 26, 2026 |
| KENNEDY INVESTMENT GROUP | History | Added to | 7,170 | 926 | 0.35% | 0.33% | 205 | +482 | 7.21% | Q4 2025 | Feb 06, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 7,110 | 918 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 6,994 | 917 | 0.12% | 0.08% | 207 | +1,997 | 39.96% | Q4 2025 | Jan 14, 2026 |
| Citizens National Bank Trust Department | History | Reduced | 7,063 | 912 | 0.16% | 0.16% | 208 | -59 | -0.83% | Q4 2025 | Jan 30, 2026 |
| Indivisible Partners | History | New | 6,893 | 890 | 0.1% | — | 209 | +6,893 | New | Q4 2025 | Feb 03, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 6,849 | 884 | 0.05% | 0.05% | 210 | -78 | -1.13% | Q4 2025 | Jan 22, 2026 |
| Mystic Asset Management, Inc. | History | Added to | 6,783 | 876 | 0.2% | 0.19% | 211 | +10 | 0.15% | Q4 2025 | Jan 28, 2026 |
| Retirement Planning Co of New England, Inc. | History | Reduced | 6,677 | 862 | 0.35% | 0.34% | 212 | -131 | -1.92% | Q4 2025 | Jan 28, 2026 |
| Kesler, Norman & Wride, LLC | History | Reduced | 6,619 | 854 | 0.15% | 0.16% | 213 | -1,340 | -16.84% | Q4 2025 | Feb 10, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 6,602 | 852 | 0.14% | — | 214 | +6,602 | New | Q4 2025 | Feb 12, 2026 |
| Strait & Sound Wealth Management LLC | History | Added to | 6,569 | 848 | 0.32% | 0.32% | 215 | +41 | 0.63% | Q4 2025 | Feb 04, 2026 |
| Rare Wolf Capital LLC | History | New | 6,474 | 836 | 0.52% | — | 216 | +6,474 | New | Q4 2025 | Feb 19, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Added to | 6,455 | 833 | 0.4% | 0.17% | 217 | +3,725 | 136.45% | Q4 2025 | Feb 13, 2026 |
| Asempa Wealth Advisors | History | New | 6,443 | 832 | 0.72% | — | 218 | +6,443 | New | Q4 2025 | Jan 08, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 6,413 | 828 | 0.01% | 0.01% | 219 | -37 | -0.57% | Q4 2025 | Jan 30, 2026 |
| Bollard Group LLC | History | Added to | 6,410 | 828 | 0.02% | 0.02% | 220 | +2 | 0.03% | Q4 2025 | Feb 13, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | No change | 6,300 | 813 | 0.17% | 0.17% | 221 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 6,162 | 795 | 0.01% | 0.01% | 222 | -342 | -5.26% | Q4 2025 | Jan 13, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 6,158 | 795 | 0.05% | 0.05% | 223 | +1 | 0.02% | Q4 2025 | Jan 08, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 6,039 | 780 | 0.03% | 0.17% | 224 | -29,734 | -83.12% | Q4 2025 | Jan 27, 2026 |
| Financial Planning Hawaii, Inc. | History | New | 6,012 | 776 | 0.45% | — | 226 | +6,012 | New | Q4 2025 | Jan 15, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 6,009 | 776 | 0.05% | 0.08% | 225 | -4,810 | -44.46% | Q4 2025 | Jan 30, 2026 |
| Ridgeline Wealth, LLC | History | Reduced | 5,941 | 767 | 0.53% | 0.55% | 227 | -4 | -0.07% | Q4 2025 | Jan 08, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 5,903 | 762 | 0.06% | 0.26% | 229 | -23,678 | -80.04% | Q4 2025 | Jan 23, 2026 |
| EASTERN BANK | History | No change | 5,906 | 762 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 5,893 | 761 | 0.0% | 0.0% | 231 | +387 | 7.03% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 5,896 | 761 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Family Office Research LLC | History | Reduced | 5,799 | 758 | 0.31% | 0.35% | 232 | -581 | -9.11% | Q4 2025 | Feb 09, 2026 |
| TSA Wealth Managment LLC | History | Reduced | 5,820 | 751 | 0.25% | 0.25% | 233 | -33 | -0.56% | Q4 2025 | Jan 22, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 5,688 | 734 | 0.11% | 0.1% | 234 | +500 | 9.64% | Q4 2025 | Feb 04, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 5,644 | 728 | 0.11% | 0.11% | 235 | -35 | -0.62% | Q4 2025 | Jan 27, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 5,641 | 728 | 0.12% | 0.12% | 236 | +3 | 0.05% | Q4 2025 | Jan 20, 2026 |
| Valmark Advisers, Inc. | History | Added to | 5,604 | 723 | 0.01% | 0.01% | 238 | +603 | 12.06% | Q4 2025 | Jan 26, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 5,598 | 723 | 0.02% | 0.02% | 237 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Tufton Capital Management | History | No change | 5,575 | 720 | 0.13% | 0.13% | 239 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Reduced | 5,546 | 716 | 0.12% | 0.14% | 240 | -1,006 | -15.35% | Q4 2025 | Jan 28, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 5,537 | 715 | 0.04% | 0.04% | 241 | -582 | -9.51% | Q4 2025 | Jan 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 5,479 | 707 | 0.01% | 0.02% | 242 | +59 | 1.09% | Q4 2025 | Feb 09, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 5,400 | 697 | 0.01% | — | 243 | +5,400 | New | Q4 2025 | Feb 18, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 5,348 | 690 | 0.0% | 0.0% | 244 | -813 | -13.2% | Q4 2025 | Feb 02, 2026 |
| GLENMEDE TRUST CO NA | History | New | 5,292 | 683 | 0.0% | — | 245 | +5,292 | New | Q4 2025 | Feb 17, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 5,201 | 671 | 0.04% | 0.03% | 247 | -58 | -1.1% | Q4 2025 | Jan 30, 2026 |
| SCS Capital Management LLC | History | Reduced | 5,201 | 671 | 0.01% | 0.01% | 246 | -38 | -0.73% | Q4 2025 | Feb 10, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 5,141 | 664 | 0.01% | 0.01% | 248 | -550 | -9.66% | Q4 2025 | Feb 09, 2026 |
| KICKSTAND VENTURES, LLC. | History | Reduced | 5,147 | 664 | 0.14% | 0.14% | 249 | -80 | -1.53% | Q4 2025 | Jan 29, 2026 |
| COMMERCE BANK | History | No change | 5,128 | 662 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ancora Advisors LLC | History | Reduced | 5,113 | 660 | 0.01% | 0.02% | 251 | -1,800 | -26.04% | Q4 2025 | Feb 17, 2026 |
| Bouchey Financial Group Ltd | History | No change | 5,070 | 654 | 0.05% | 0.05% | 252 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Compound Planning, Inc. | History | No change | 5,005 | 646 | 0.02% | 0.02% | 253 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 4,951 | 639 | 0.22% | 0.23% | 254 | -22 | -0.44% | Q4 2025 | Feb 13, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 4,926 | 636 | 0.02% | 0.02% | 255 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| St. Johns Investment Management Company, LLC | History | No change | 4,918 | 635 | 0.26% | 0.26% | 256 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Guidance Point Advisors, LLC | History | Reduced | 4,865 | 628 | 0.15% | 0.15% | 257 | -30 | -0.61% | Q4 2025 | Feb 11, 2026 |
| Beaton Management Co. Inc. | History | Added to | 4,850 | 626 | 0.28% | 0.27% | 258 | +200 | 4.3% | Q4 2025 | Feb 10, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | No change | 4,819 | 622 | 0.39% | 0.39% | 259 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Added to | 4,806 | 620 | 0.16% | 0.15% | 260 | +2 | 0.04% | Q4 2025 | Feb 13, 2026 |
| FIRST HORIZON CORP | History | No change | 4,729 | 610 | 0.03% | 0.03% | 261 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | No change | 4,662 | 602 | 0.08% | 0.07% | 262 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Southland Equity Partners LLC | History | Reduced | 4,655 | 601 | 0.12% | 0.12% | 263 | -80 | -1.69% | Q4 2025 | Jan 14, 2026 |
| Greenspring Advisors, LLC | History | Added to | 4,597 | 593 | 0.04% | 0.06% | 266 | +1,779 | 63.13% | Q4 2025 | Feb 10, 2026 |
| Capital Wealth Alliance, LLC | History | Reduced | 4,639 | 593 | 0.25% | 0.29% | 265 | -57 | -1.21% | Q4 2025 | Feb 17, 2026 |
| Banque Cantonale Vaudoise | History | No change | 4,589 | 593 | 0.02% | 0.02% | 264 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| World Investment Advisors | History | Reduced | 4,578 | 591 | 0.01% | 0.02% | 267 | -2,043 | -30.86% | Q4 2025 | Mar 12, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 4,556 | 588 | 0.03% | 0.03% | 268 | +16 | 0.35% | Q4 2025 | Jan 28, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 4,515 | 583 | 0.03% | 0.02% | 270 | +425 | 10.39% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 4,520 | 583 | 0.01% | 0.01% | 269 | +225 | 5.24% | Q4 2025 | Feb 12, 2026 |
| NorthRock Partners, LLC | History | Added to | 4,447 | 574 | 0.01% | 0.01% | 271 | +1,974 | 79.82% | Q4 2025 | Feb 17, 2026 |
| GatePass Capital, LLC | History | New | 4,440 | 573 | 0.3% | — | 272 | +4,440 | New | Q4 2025 | Feb 09, 2026 |
| Bogart Wealth, LLC | History | Added to | 4,423 | 571 | 0.02% | 0.01% | 273 | +1,979 | 80.97% | Q4 2025 | Jan 30, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 4,390 | 567 | 0.02% | 0.02% | 274 | +100 | 2.33% | Q4 2025 | Feb 09, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 4,385 | 566 | 0.04% | 0.04% | 275 | +42 | 0.97% | Q4 2025 | Feb 20, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 4,345 | 561 | 0.2% | 0.19% | 276 | +350 | 8.76% | Q4 2025 | Feb 04, 2026 |
| Valued Retirements, Inc. | History | Reduced | 4,320 | 557 | 0.54% | 0.55% | 277 | -3 | -0.07% | Q4 2025 | Feb 09, 2026 |
| HORIZON BANCORP INC /IN/ | History | No change | 4,308 | 556 | 0.27% | 0.26% | 278 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Venture Visionary Partners LLC | History | No change | 4,290 | 554 | 0.02% | 0.02% | 279 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Horizon Investments, LLC | History | Added to | 4,239 | 547 | 0.01% | 0.01% | 280 | +612 | 16.87% | Q4 2025 | Feb 02, 2026 |
| 5T Wealth, LLC | History | Added to | 4,149 | 535 | 0.21% | 0.21% | 281 | +274 | 7.07% | Q4 2025 | Jan 27, 2026 |
| Patten Group, Inc. | History | No change | 4,110 | 530 | 0.1% | 0.1% | 282 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Osprey Private Wealth LLC | History | New | 4,102 | 529 | 0.15% | — | 283 | +4,102 | New | Q4 2025 | Feb 04, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 4,028 | 520 | 0.01% | 0.01% | 284 | -162 | -3.87% | Q4 2025 | Feb 02, 2026 |
| Etesian Wealth Advisors, Inc. | History | No change | 4,025 | 519 | 0.16% | 0.17% | 285 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Manchester Capital Management LLC | History | No change | 3,843 | 496 | 0.07% | 0.07% | 286 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | History | New | 3,757 | 495 | 0.46% | — | 287 | +3,757 | New | Q4 2025 | Feb 18, 2026 |
| 4J Wealth Management LLC | History | No change | 3,834 | 495 | 0.28% | 0.28% | 288 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| SELDON CAPITAL LP | History | No change | 3,786 | 489 | 0.17% | 0.17% | 289 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 3,689 | 476 | 0.15% | 0.48% | 290 | -189 | -4.87% | Q4 2025 | Feb 17, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 3,674 | 474 | 0.04% | 0.04% | 292 | -152 | -3.97% | Q4 2025 | Feb 06, 2026 |
| High Falls Advisors, Inc | History | Added to | 3,677 | 474 | 0.1% | 0.09% | 291 | +68 | 1.88% | Q4 2025 | Feb 18, 2026 |
| PARAGON FINANCIAL PARTNERS, INC. | History | Added to | 3,657 | 472 | 0.29% | 0.29% | 293 | +2 | 0.05% | Q4 2025 | Jan 21, 2026 |
| Diversified Trust Co | History | No change | 3,648 | 471 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 3,638 | 470 | 0.05% | 0.01% | 295 | +2,596 | 249.14% | Q4 2025 | Jan 21, 2026 |
| Vivaldi Capital Management LP | History | No change | 3,595 | 464 | 0.06% | 0.06% | 296 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Reduced | 3,579 | 462 | 0.19% | 0.2% | 297 | -309 | -7.95% | Q4 2025 | Jan 20, 2026 |
| PFG Investments, LLC | History | Added to | 3,571 | 461 | 0.02% | 0.02% | 298 | +856 | 31.53% | Q4 2025 | Jan 26, 2026 |
| Claro Advisors Inc. | History | Added to | 3,559 | 459 | 0.06% | 0.04% | 299 | +1,353 | 61.33% | Q4 2025 | Feb 17, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 3,559 | 459 | 0.03% | 0.03% | 300 | -357 | -9.12% | Q4 2025 | Jan 13, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 3,519 | 454 | 0.01% | 0.01% | 301 | -867 | -19.77% | Q4 2025 | Feb 03, 2026 |
| Global Trust Asset Management, LLC | History | Added to | 3,477 | 449 | 0.18% | 0.09% | 302 | +1,977 | 131.8% | Q4 2025 | Jan 20, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 3,441 | 444 | 0.0% | 0.01% | 303 | -13 | -0.38% | Q4 2025 | Feb 02, 2026 |
| IFP Advisors, Inc | History | Reduced | 3,425 | 442 | 0.01% | 0.01% | 304 | -224 | -6.14% | Q4 2025 | Feb 06, 2026 |
| CHANNEL WEALTH LLC | History | Reduced | 3,417 | 441 | 0.11% | 0.12% | 305 | -222 | -6.1% | Q4 2025 | Feb 03, 2026 |
| MOTCO | History | No change | 3,402 | 439 | 0.04% | 0.04% | 306 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TPG Advisors LLC | History | Reduced | 3,339 | 431 | 0.27% | 0.28% | 307 | -57 | -1.68% | Q4 2025 | Jan 21, 2026 |
| Advisory Alpha, LLC | History | Reduced | 3,319 | 428 | 0.01% | 0.02% | 308 | -1,490 | -30.98% | Q4 2025 | Feb 06, 2026 |
| Legacy Advisors, LLC | History | No change | 3,300 | 426 | 0.05% | 0.05% | 309 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,302 | 426 | 0.01% | 0.01% | 310 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 3,273 | 422 | 0.01% | 0.01% | 311 | -41 | -1.24% | Q4 2025 | Feb 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 3,259 | 420 | 0.0% | 0.0% | 312 | +214 | 7.03% | Q4 2025 | Feb 06, 2026 |
| CHOREO, LLC | History | Reduced | 3,209 | 418 | 0.01% | 0.01% | 313 | -58 | -1.78% | Q4 2025 | Jan 23, 2026 |
| Phillips Wealth Planners LLC | History | Reduced | 3,201 | 411 | 0.33% | 0.73% | 314 | -3,636 | -53.18% | Q4 2025 | Feb 10, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 3,117 | 402 | 0.03% | 0.03% | 315 | -5 | -0.16% | Q4 2025 | Feb 05, 2026 |
| Dakota Wealth Management | History | No change | 3,000 | 387 | 0.01% | 0.01% | 316 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Forefront Wealth Partners, LLC | History | Reduced | 2,937 | 379 | 0.18% | 0.11% | 317 | -613 | -17.27% | Q4 2025 | Feb 06, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 2,881 | 372 | 0.02% | 0.02% | 318 | +2 | 0.07% | Q4 2025 | Jan 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 2,864 | 369 | 0.03% | 0.03% | 319 | -50 | -1.72% | Q4 2025 | Feb 03, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 2,830 | 365 | 0.01% | 0.01% | 320 | -327 | -10.36% | Q4 2025 | Feb 17, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 2,820 | 364 | 0.01% | — | 321 | +2,820 | New | Q4 2025 | Jan 23, 2026 |
| TFC Financial Management, Inc. | History | Reduced | 2,810 | 362 | 0.05% | 0.05% | 322 | -190 | -6.33% | Q4 2025 | Jan 23, 2026 |
| AE Wealth Management LLC | History | Added to | 2,755 | 355 | 0.0% | 0.0% | 323 | +1,776 | 181.41% | Q4 2025 | Jan 26, 2026 |
| High Point Wealth Management, LLC | History | New | 2,728 | 352 | 0.33% | — | 324 | +2,728 | New | Q4 2025 | Jan 29, 2026 |
| Roundview Capital LLC | History | No change | 2,706 | 349 | 0.02% | 0.02% | 325 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 2,681 | 346 | 0.01% | — | 326 | +2,681 | New | Q4 2025 | Feb 13, 2026 |
| Red Door Wealth Management, LLC | History | No change | 2,671 | 345 | 0.04% | 0.04% | 327 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Scott & Selber, Inc. | History | No change | 2,646 | 341 | 0.09% | 0.08% | 328 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Global Financial Private Client, LLC | History | No change | 2,632 | 339 | 0.12% | 0.12% | 329 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 2,604 | 336 | 0.01% | 0.01% | 330 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| WESPAC Advisors, LLC | History | Reduced | 2,597 | 335 | 0.18% | 0.8% | 331 | -8,309 | -76.19% | Q4 2025 | Jan 14, 2026 |
| BlackRock, Inc. | History | Added to | 2,601 | 335 | 0.0% | 0.0% | 332 | +715 | 37.91% | Q4 2025 | Feb 12, 2026 |
| Bank of New Hampshire | History | New | 2,580 | 333 | 0.07% | — | 334 | +2,580 | New | Q4 2025 | Mar 16, 2026 |
| Trexquant Investment LP | History | Reduced | 2,584 | 333 | 0.0% | 0.0% | 333 | -588 | -18.54% | Q4 2025 | Feb 17, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 2,569 | 331 | 0.0% | 0.0% | 335 | -60 | -2.28% | Q4 2025 | Jan 29, 2026 |
| CX Institutional | History | Added to | 2,555 | 330 | 0.01% | 0.01% | 336 | +440 | 20.8% | Q4 2025 | Feb 02, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 2,547 | 329 | 0.04% | 0.04% | 337 | +1 | 0.04% | Q4 2025 | Feb 18, 2026 |
| Ring Mountain Capital, LLC | History | No change | 2,520 | 329 | 0.17% | 0.18% | 338 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| NewEdge Wealth, LLC | History | New | 2,514 | 324 | 0.0% | — | 339 | +2,514 | New | Q4 2025 | Feb 03, 2026 |
| Aries Wealth Management | History | No change | 2,500 | 322 | 0.07% | 0.07% | 340 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 2,487 | 321 | 0.0% | 0.01% | 341 | -4,340 | -63.57% | Q4 2025 | Feb 13, 2026 |
| Trek Financial, LLC | History | Added to | 2,472 | 319 | 0.02% | 0.02% | 342 | +20 | 0.82% | Q4 2025 | Feb 04, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 2,446 | 315 | 0.0% | 0.0% | 343 | -9 | -0.37% | Q4 2025 | Feb 12, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 2,400 | 309 | 0.05% | 0.05% | 344 | -300 | -11.11% | Q4 2025 | Jan 23, 2026 |
| Manhattan West Asset Management, LLC | History | No change | 2,400 | 309 | 0.06% | 0.06% | 345 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 2,392 | 308 | 0.13% | 0.13% | 346 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 2,314 | 298 | 0.0% | 0.01% | 347 | -1,608 | -41.0% | Q4 2025 | Feb 06, 2026 |
| REGIONS FINANCIAL CORP | History | New | 2,301 | 297 | 0.0% | — | 348 | +2,301 | New | Q4 2025 | Jan 27, 2026 |
| Betterment LLC | History | Added to | 2,277 | 294 | 0.0% | 0.0% | 349 | +22 | 0.98% | Q4 2025 | Feb 12, 2026 |
| Financial Insights, Inc. | History | No change | 2,279 | 294 | 0.1% | 0.1% | 350 | 0 | 0.0% | Q4 2025 | Mar 31, 2026 |
| Harbour Trust & Investment Management Co | History | No change | 2,262 | 292 | 0.03% | 0.03% | 351 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| McGrath & Associates, Inc. | History | No change | 2,260 | 291 | 0.41% | 0.42% | 352 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| EQ LLC | History | No change | 2,234 | 288 | 0.08% | 0.1% | 353 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Wedmont Private Capital | History | Added to | 2,188 | 287 | 0.01% | 0.01% | 354 | +4 | 0.18% | Q4 2025 | Jan 08, 2026 |
| Gouws Capital LLC | History | Reduced | 2,175 | 280 | 0.15% | 0.15% | 355 | -10 | -0.46% | Q4 2025 | Feb 02, 2026 |
| Argent Trust Co | History | No change | 2,130 | 275 | 0.01% | 0.01% | 356 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Calamos Wealth Management LLC | History | No change | 2,100 | 271 | 0.01% | 0.01% | 357 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 2,064 | 266 | 0.02% | 0.02% | 358 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,047 | 264 | 0.0% | 0.02% | 361 | -6,601 | -76.33% | Q4 2025 | Jan 23, 2026 |
| Daybright Advisory Services, Inc. | History | New | 2,048 | 264 | 0.07% | — | 362 | +2,048 | New | Q4 2025 | Feb 12, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 2,044 | 264 | 0.01% | 0.01% | 359 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GEM Asset Management, LLC | History | No change | 2,016 | 264 | 0.12% | 0.12% | 360 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 2,043 | 263 | 0.02% | 0.03% | 363 | -223 | -9.84% | Q4 2025 | Jan 13, 2026 |
| Great Waters Wealth Management | History | Reduced | 2,028 | 261 | 0.03% | 0.03% | 364 | -12 | -0.59% | Q4 2025 | Jan 15, 2026 |
| Vise Technologies, Inc. | History | Reduced | 2,005 | 258 | 0.01% | 0.01% | 366 | -28 | -1.38% | Q4 2025 | Feb 11, 2026 |
| MIDDLETON & CO INC/MA | History | No change | 2,000 | 258 | 0.03% | 0.03% | 365 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| GeoWealth Management, LLC | History | Reduced | 1,978 | 255 | 0.01% | 0.02% | 367 | -2,381 | -54.62% | Q4 2025 | Feb 17, 2026 |
| Moors & Cabot, Inc. | History | No change | 1,972 | 254 | 0.01% | 0.01% | 368 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 1,960 | 253 | 0.01% | 0.01% | 369 | +10 | 0.51% | Q4 2025 | Feb 17, 2026 |
| Clarity Financial LLC | History | No change | 1,948 | 251 | 0.02% | 0.02% | 370 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Main Street Research LLC | History | No change | 1,932 | 249 | 0.01% | 0.01% | 371 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | Reduced | 1,889 | 243 | 0.01% | 0.01% | 372 | -164 | -7.99% | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 1,856 | 239 | 0.0% | 0.0% | 373 | +144 | 8.41% | Q4 2025 | Feb 03, 2026 |
| Blankinship & Foster, LLC | History | No change | 1,847 | 238 | 0.05% | 0.05% | 374 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| EWA, LLC | History | Reduced | 1,833 | 236 | 0.06% | 0.07% | 375 | -34 | -1.82% | Q4 2025 | Feb 03, 2026 |
| Newman Dignan & Sheerar, Inc. | History | No change | 1,800 | 232 | 0.05% | 0.05% | 376 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Klingman & Associates, LLC | History | No change | 1,800 | 232 | 0.01% | 0.01% | 377 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Shepherd Financial Partners LLC | History | No change | 1,800 | 232 | 0.02% | 0.02% | 378 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 1,800 | 232 | 0.01% | 0.02% | 379 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | No change | 1,800 | 232 | 0.15% | 0.15% | 380 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 1,765 | 228 | 0.01% | 0.01% | 381 | -17 | -0.95% | Q4 2025 | Jan 28, 2026 |
| Castle Rock Wealth Management, LLC | History | No change | 1,800 | 226 | 0.05% | 0.05% | 382 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Milestone Asset Management Group, LLC | History | No change | 1,752 | 226 | 0.13% | 0.14% | 383 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| One Charles Private Wealth Services, LLC | History | New | 1,747 | 225 | 0.06% | — | 384 | +1,747 | New | Q4 2025 | Feb 06, 2026 |
| Eagle Strategies LLC | History | No change | 1,747 | 225 | 0.03% | 0.03% | 385 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 1,734 | 223 | 0.01% | 0.01% | 386 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 1,722 | 222 | 0.15% | 0.14% | 388 | +18 | 1.06% | Q4 2025 | Feb 04, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 1,722 | 222 | 0.05% | 0.05% | 387 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | New | 1,680 | 216 | 0.01% | — | 389 | +1,680 | New | Q4 2025 | Feb 13, 2026 |
| FourThought Financial Partners, LLC | History | Reduced | 1,650 | 213 | 0.02% | 0.02% | 391 | -130 | -7.3% | Q4 2025 | Feb 06, 2026 |
| Edgemoor Investment Advisors, Inc. | History | No change | 1,650 | 213 | 0.02% | 0.02% | 390 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 1,634 | 211 | 0.01% | 0.01% | 392 | -180 | -9.92% | Q4 2025 | Feb 04, 2026 |
| W ADVISORS, LLC | History | No change | 1,640 | 211 | 0.11% | 0.11% | 393 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Montis Financial, LLC | History | No change | 1,621 | 209 | 0.04% | 0.05% | 394 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | No change | 1,620 | 209 | 0.07% | 0.07% | 395 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Empower Advisory Group, LLC | History | New | 1,613 | 208 | 0.0% | — | 396 | +1,613 | New | Q4 2025 | Feb 12, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 1,606 | 207 | 0.01% | 0.01% | 397 | -14 | -0.86% | Q4 2025 | Jan 07, 2026 |
| Csenge Advisory Group | History | Reduced | 1,590 | 205 | 0.01% | 0.02% | 398 | -919 | -36.63% | Q4 2025 | Feb 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 1,582 | 204 | 0.0% | 0.0% | 399 | -75 | -4.53% | Q4 2025 | Jan 29, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 1,572 | 203 | 0.0% | 0.0% | 400 | -16 | -1.01% | Q4 2025 | Feb 13, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Reduced | 1,560 | 201 | 0.05% | 0.05% | 401 | -43 | -2.68% | Q4 2025 | Feb 13, 2026 |
| Savant Capital, LLC | History | New | 1,556 | 200 | 0.0% | — | 402 | +1,556 | New | Q4 2025 | Feb 10, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 1,488 | 192 | 0.08% | 0.05% | 403 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 1,394 | 180 | 0.0% | 0.0% | 404 | +237 | 20.48% | Q4 2025 | Feb 12, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,303 | 169 | 0.01% | 0.01% | 405 | +43 | 3.41% | Q4 2025 | Feb 13, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 1,272 | 164 | 0.16% | — | 406 | +1,272 | New | Q4 2025 | Feb 13, 2026 |
| TCTC Holdings, LLC | History | No change | 1,233 | 159 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Arax Advisory Partners | History | New | 1,170 | 151 | 0.0% | — | 408 | +1,170 | New | Q4 2025 | Feb 13, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Added to | 1,104 | 142 | 0.09% | 0.05% | 409 | +474 | 75.24% | Q4 2025 | Feb 10, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 1,062 | 137 | 0.05% | 0.07% | 410 | -472 | -30.77% | Q4 2025 | Jan 09, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 1,055 | 136 | 0.12% | — | 411 | +1,055 | New | Q4 2025 | Feb 10, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 1,045 | 134 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 996 | 128 | 0.0% | 0.0% | 413 | +311 | 45.4% | Q4 2025 | Feb 09, 2026 |
| Colonial Trust Co / SC | History | No change | 990 | 127 | 0.02% | 0.02% | 414 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 964 | 124 | 0.01% | 0.01% | 415 | +482 | 100.0% | Q4 2025 | Jan 28, 2026 |
| Independence Bank of Kentucky | History | No change | 960 | 123 | 0.02% | 0.02% | 416 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 930 | 120 | 0.01% | 0.01% | 417 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 927 | 119 | 0.01% | 0.01% | 418 | -69 | -6.93% | Q4 2025 | Feb 06, 2026 |
| Signature Equity Partners, LLC | History | New | 913 | 117 | 0.06% | — | 419 | +913 | New | Q4 2025 | Feb 17, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 865 | 111 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CENTRAL TRUST Co | History | No change | 816 | 105 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| United Community Bank | History | Added to | 797 | 102 | 0.04% | 0.03% | 422 | +77 | 10.69% | Q4 2025 | Jan 30, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 783 | 101 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 767 | 100 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Russell Investments Group, Ltd. | History | No change | 739 | 95 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HM PAYSON & CO | History | No change | 650 | 83 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 560 | 72 | 0.0% | 0.0% | 428 | -60 | -9.68% | Q4 2025 | Jan 27, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 561 | 72 | 0.0% | 0.0% | 427 | +54 | 10.65% | Q4 2025 | Feb 06, 2026 |
| Navalign, LLC | History | New | 534 | 69 | 0.02% | — | 429 | +534 | New | Q4 2025 | Feb 05, 2026 |
| Navigoe, LLC | History | No change | 540 | 69 | 0.04% | 0.04% | 430 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 531 | 68 | 0.0% | 0.0% | 431 | -3,034 | -85.11% | Q4 2025 | Feb 17, 2026 |
| Y.D. More Investments Ltd | History | Added to | 529 | 68 | 0.0% | 0.0% | 432 | +79 | 17.56% | Q4 2025 | Jan 21, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 522 | 67 | 0.0% | 0.0% | 433 | -78 | -13.0% | Q4 2025 | Jan 20, 2026 |
| Nemes Rush Group LLC | History | New | 514 | 66 | 0.01% | — | 435 | +514 | New | Q4 2025 | Feb 11, 2026 |
| GROUP ONE TRADING LLC | History | New | 513 | 66 | 0.0% | — | 434 | +513 | New | Q4 2025 | Feb 12, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 506 | 65 | 0.01% | 0.01% | 436 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Concord Wealth Partners | History | No change | 493 | 63 | 0.01% | 0.01% | 437 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 450 | 58 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Caitlin John, LLC | History | Added to | 449 | 57 | 0.04% | 0.04% | 439 | +11 | 2.51% | Q4 2025 | Feb 18, 2026 |
| BAYBAN | History | New | 429 | 55 | 0.05% | — | 440 | +429 | New | Q4 2025 | Mar 05, 2026 |
| Missouri Trust & Investment Co | History | No change | 400 | 51 | 0.01% | 0.01% | 441 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bell Investment Advisors, Inc | History | No change | 389 | 50 | 0.01% | 0.01% | 442 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 384 | 49 | 0.0% | — | 444 | +384 | New | Q4 2025 | Jan 21, 2026 |
| Anchor Investment Management, LLC | History | No change | 384 | 49 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Investors Research Corp | History | No change | 372 | 48 | 0.01% | 0.01% | 445 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 367 | 47 | 0.0% | — | 446 | +367 | New | Q4 2025 | Feb 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 351 | 45 | 0.02% | — | 447 | +351 | New | Q4 2025 | Jan 20, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 350 | 45 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| MAI Capital Management | History | Reduced | 320 | 41 | 0.0% | 0.0% | 449 | -1,192 | -78.84% | Q4 2025 | Feb 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 311 | 40 | 0.0% | 0.0% | 450 | +167 | 115.97% | Q4 2025 | Feb 13, 2026 |
| Avion Wealth | History | No change | 310 | 40 | 0.01% | 0.01% | 451 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Root Financial Partners, LLC | History | No change | 311 | 40 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Clearstead Trust, LLC | History | New | 300 | 38 | 0.01% | — | 454 | +300 | New | Q4 2025 | Feb 09, 2026 |
| HOWE & RUSLING INC | History | No change | 300 | 38 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 284 | 36 | 0.0% | — | 455 | +284 | New | Q4 2025 | Feb 09, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 300 | 36 | 0.05% | 0.05% | 456 | -1 | -0.33% | Q4 2025 | Feb 10, 2026 |
| Spire Wealth Management | History | Reduced | 261 | 33 | 0.0% | 0.02% | 459 | -3,244 | -92.55% | Q4 2025 | Jan 14, 2026 |
| Kozak & Associates, Inc. | History | No change | 254 | 33 | 0.01% | 0.01% | 457 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Key FInancial Inc | History | No change | 258 | 33 | 0.01% | 0.01% | 458 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Creative Capital Management Investments LLC | History | No change | 252 | 32 | 0.01% | 0.01% | 460 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 238 | 30 | 0.0% | 0.0% | 461 | +144 | 153.19% | Q4 2025 | Feb 04, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 237 | 30 | 0.01% | 0.01% | 462 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Colonial Trust Advisors | History | No change | 240 | 30 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 227 | 29 | 0.0% | 0.01% | 464 | -311 | -57.81% | Q4 2025 | Jan 26, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 211 | 28 | 0.0% | 0.01% | 466 | -296 | -58.38% | Q4 2025 | Feb 02, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 222 | 28 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 213 | 27 | 0.01% | — | 468 | +213 | New | Q4 2025 | Feb 05, 2026 |
| TRUST CO OF VERMONT | History | No change | 210 | 27 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 168 | 21 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 157 | 20 | 0.01% | 0.02% | 470 | -495 | -75.92% | Q4 2025 | Jan 23, 2026 |
| MCF Advisors LLC | History | New | 154 | 19 | 0.0% | — | 471 | +154 | New | Q4 2025 | Feb 11, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Reduced | 150 | 19 | 0.01% | 0.01% | 472 | -50 | -25.0% | Q4 2025 | Feb 17, 2026 |
| Biltmore Family Office, LLC | History | No change | 138 | 17 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Fortis Group Advisors, LLC | History | No change | 132 | 17 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 125 | 16 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Rice Partnership, LLC | History | No change | 128 | 16 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 119 | 15 | 0.0% | 0.0% | 478 | -263 | -68.85% | Q4 2025 | Jan 13, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 120 | 15 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Archer Investment Corp | History | No change | 114 | 14 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 110 | 14 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Capital Analysts, LLC | History | Reduced | 101 | 13 | 0.0% | 0.01% | 481 | -1,277 | -92.67% | Q4 2025 | Feb 11, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 100 | 12 | 0.0% | 0.0% | 482 | -113 | -53.05% | Q4 2025 | Jan 29, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 91 | 12 | 0.0% | — | 483 | +91 | New | Q4 2025 | Feb 09, 2026 |
| Dunhill Financial, LLC | History | No change | 94 | 12 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Graney & King, LLC | History | No change | 100 | 12 | 0.01% | 0.01% | 485 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WHITTIER TRUST CO | History | Reduced | 90 | 11 | 0.0% | 0.0% | 486 | -757 | -89.37% | Q4 2025 | Jan 26, 2026 |
| Blue Trust, Inc. | History | Added to | 84 | 10 | 0.0% | 0.0% | 489 | +72 | 600.0% | Q4 2025 | Jan 16, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 83 | 10 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Realta Investment Advisors | History | No change | 78 | 10 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 72 | 9 | 0.0% | 0.0% | 491 | -85 | -54.14% | Q4 2025 | Jan 07, 2026 |
| WealthCollab, LLC | History | New | 77 | 9 | 0.0% | — | 493 | +77 | New | Q4 2025 | Jan 27, 2026 |
| ADIRONDACK TRUST CO | History | New | 72 | 9 | 0.0% | — | 490 | +72 | New | Q4 2025 | Jan 08, 2026 |
| Founders Financial Alliance, LLC | History | No change | 73 | 9 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 67 | 8 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 53 | 7 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 52 | 6 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | New | 45 | 5 | 0.0% | — | 497 | +45 | New | Q4 2025 | Jan 22, 2026 |
| Perkins Coie Trust Co | History | No change | 45 | 5 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Larson Financial Group LLC | History | No change | 42 | 5 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 41 | 5 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| SHP Wealth Management | History | New | 30 | 3 | 0.0% | — | 501 | +30 | New | Q4 2025 | Mar 04, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | New | 28 | 3 | 0.0% | — | 502 | +28 | New | Q4 2025 | Jan 22, 2026 |
| Retirement Wealth Solutions LLC | History | New | 18 | 2 | 0.0% | — | 504 | +18 | New | Q4 2025 | Jan 07, 2026 |
| Asset Dedication, LLC | History | No change | 21 | 2 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SteelPeak Wealth, LLC | History | Closed out | 0 | 0 | — | 0.86% | — | -204,668 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -58,441 | -100.0% | Q3 2025 | Nov 10, 2025 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -27,893 | -100.0% | Q3 2025 | Oct 23, 2025 |
| MOULTON WEALTH MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 2.06% | — | -22,489 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.07% | — | -19,347 | -100.0% | Q3 2025 | Nov 14, 2025 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -7,134 | -100.0% | Q3 2025 | Nov 05, 2025 |
| ASHTON THOMAS SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -6,462 | -100.0% | Q3 2025 | Oct 27, 2025 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,700 | -100.0% | Q3 2025 | Nov 14, 2025 |
| EVERPAR ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -4,462 | -100.0% | Q3 2025 | Oct 17, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 2.12% | — | -3,622 | -100.0% | Q3 2025 | Dec 09, 2025 |
| Nilsine Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,390 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.04% | — | -2,837 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,400 | -100.0% | Q3 2025 | Mar 31, 2026 |
| Magnus Financial Group LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,091 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Ausdal Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,072 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,062 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,741 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -727 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -673 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Arlington Trust Co LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -600 | -100.0% | Q3 2025 | Oct 28, 2025 |
| TruNorth Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -564 | -100.0% | Q3 2025 | Oct 21, 2025 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -543 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Glassy Mountain Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -528 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Towne Trust Company, N.A | History | Closed out | 0 | 0 | — | 0.01% | — | -300 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Heartwood Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -120 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Private Wealth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2025 | Nov 03, 2025 |
| CVA Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q3 2025 | Oct 30, 2025 |
| LGT Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -38 | -100.0% | Q3 2025 | Nov 17, 2025 |
| ROTHSCHILD INVESTMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q3 2025 | Nov 07, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Tradewinds Capital Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| New Republic Capital, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |