iSHARES TRUST - IHI
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 3,440,023 | 213,797 | 0.01% | 0.01% | 1 | +432,620 | 14.39% | Q4 2025 | Feb 13, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | Reduced | 2,561,450 | 159,194 | 0.75% | 1.2% | 2 | -1,385,000 | -35.09% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,733,087 | 107,711 | 0.01% | 0.01% | 3 | +22,365 | 1.31% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 1,516,647 | 94,259 | 0.03% | 0.03% | 4 | -10,690 | -0.7% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Reduced | 1,022,542 | 63,550 | 0.01% | 0.01% | 5 | -27,318 | -2.6% | Q4 2025 | Jan 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 990,933 | 61,586 | 0.01% | 0.01% | 6 | -19,867 | -1.97% | Q4 2025 | Feb 13, 2026 |
| LM Advisors LLC | History | Reduced | 3,707 | 59,626 | 1.07% | 0.55% | 7 | -59,267 | -94.11% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 762,405 | 47,383 | 0.01% | — | 8 | +762,405 | New | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 654,330 | 40,666 | 0.01% | 0.01% | 9 | +21,022 | 3.32% | Q4 2025 | Feb 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 631,552 | 39,250 | 0.01% | 0.01% | 10 | -12,733 | -1.98% | Q4 2025 | Feb 10, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 418,622 | 26,017 | 0.43% | 0.43% | 11 | +15,790 | 3.92% | Q4 2025 | Feb 05, 2026 |
| Align Financial, LLC | History | New | 21,007 | 21,007 | 0.01% | — | 12 | +21,007 | New | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 328,593 | 20,456 | 0.0% | 0.0% | 13 | -512 | -0.16% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 325,151 | 20,208 | 0.02% | 0.02% | 14 | -6,340 | -1.91% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 312,108 | 19,397 | 0.03% | 0.03% | 15 | -18,416 | -5.57% | Q4 2025 | Feb 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 292,731 | 18,851 | 0.03% | 0.03% | 16 | +1,388 | 0.48% | Q4 2025 | Jan 08, 2026 |
| Wharton Business Group, LLC | History | Reduced | 299,530 | 18,616 | 0.71% | 0.06% | 17 | -2,890 | -0.96% | Q4 2025 | Feb 11, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 285,784 | 17,761 | 0.23% | — | 18 | +285,784 | New | Q4 2025 | Feb 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 252,529 | 15,694 | 0.01% | 0.0% | 19 | +242,966 | 2540.69% | Q4 2025 | Feb 10, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 252,479 | 15,691 | 0.23% | 0.25% | 20 | -16,209 | -6.03% | Q4 2025 | Feb 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 249,487 | 15,505 | 0.0% | 0.0% | 21 | +2,770 | 1.12% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 245,086 | 15,232 | 0.02% | 0.02% | 22 | -41,597 | -14.51% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 230,481 | 14,324 | 0.0% | 0.0% | 23 | -17,716 | -7.14% | Q4 2025 | Mar 25, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 215,196 | 13,374 | 0.31% | 0.28% | 24 | +21,988 | 11.38% | Q4 2025 | Feb 10, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 207,281 | 12,882 | 0.02% | — | 25 | +207,281 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 204,944 | 12,741 | 0.02% | 0.02% | 26 | -24,054 | -10.5% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 203,032 | 12,618 | 0.01% | 0.0% | 27 | +156,046 | 332.11% | Q4 2025 | Feb 13, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 202,744 | 12,600 | 1.82% | 1.78% | 28 | +1,439 | 0.71% | Q4 2025 | Jan 28, 2026 |
| HighTower Advisors, LLC | History | Added to | 189,419 | 11,772 | 0.01% | 0.01% | 29 | +22,362 | 13.39% | Q4 2025 | Feb 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 187,253 | 11,637 | 0.01% | 0.01% | 30 | +9,725 | 5.48% | Q4 2025 | Feb 17, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 173,273 | 10,768 | 0.38% | 0.37% | 31 | -7,294 | -4.04% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 167,200 | 10,391 | 0.01% | 0.02% | 32 | -39,200 | -18.99% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 146,452 | 9,101 | 0.0% | 0.0% | 33 | +28,635 | 24.3% | Q4 2025 | Feb 17, 2026 |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE | History | No change | 145,148 | 9,020 | 2.91% | 2.86% | 34 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| REDSTONE WEALTH MANAGEMENT, LLC | History | New | 142,349 | 8,846 | 6.99% | — | 35 | +142,349 | New | Q4 2025 | Feb 09, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 140,818 | 8,751 | 0.06% | 0.06% | 36 | -2,711 | -1.89% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 140,187 | 8,713 | 0.02% | 0.02% | 37 | -2,475 | -1.73% | Q4 2025 | Feb 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 137,575 | 8,550 | 0.01% | 0.01% | 38 | +4,149 | 3.11% | Q4 2025 | Feb 18, 2026 |
| Certified Advisory Corp | History | Reduced | 136,883 | 8,507 | 0.78% | 0.79% | 39 | -891 | -0.65% | Q4 2025 | Jan 12, 2026 |
| CUMBERLAND ADVISORS INC | History | Reduced | 130,475 | 8,109 | 3.07% | 3.02% | 40 | -475 | -0.36% | Q4 2025 | Feb 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 125,892 | 7,824 | 0.02% | 0.02% | 41 | +4,313 | 3.55% | Q4 2025 | Feb 13, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 117,866 | 7,325 | 1.71% | 1.71% | 42 | +25 | 0.02% | Q4 2025 | Jan 16, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 117,844 | 7,324 | 0.0% | 0.0% | 43 | -373,030 | -75.99% | Q4 2025 | Feb 11, 2026 |
| Anchor Investment Management, LLC | History | Added to | 110,690 | 6,879 | 0.56% | 0.53% | 44 | +3,292 | 3.07% | Q4 2025 | Feb 26, 2026 |
| Point72 Asset Management, L.P. | History | New | 110,605 | 6,874 | 0.01% | — | 45 | +110,605 | New | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 109,850 | 6,827 | 0.02% | 0.02% | 46 | -435 | -0.39% | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 109,644 | 6,814 | 0.03% | 0.03% | 47 | +1,981 | 1.84% | Q4 2025 | Feb 12, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 107,345 | 6,671 | 1.71% | 1.69% | 48 | -5,911 | -5.22% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 101,260 | 6,293 | 0.01% | 0.01% | 49 | -2,441 | -2.35% | Q4 2025 | Feb 11, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 101,032 | 6,279 | 0.01% | 0.01% | 50 | -2,668 | -2.57% | Q4 2025 | Feb 13, 2026 |
| Moors & Cabot, Inc. | History | Added to | 101,007 | 6,277 | 0.27% | 0.26% | 51 | +1,505 | 1.51% | Q4 2025 | Feb 10, 2026 |
| EP Wealth Advisors, LLC | History | New | 95,989 | 5,965 | 0.03% | — | 52 | +95,989 | New | Q4 2025 | Feb 18, 2026 |
| VALICENTI ADVISORY SERVICES INC | History | New | 94,525 | 5,875 | 1.23% | — | 53 | +94,525 | New | Q4 2025 | Jan 16, 2026 |
| MEANS INVESTMENT CO., INC. | History | Reduced | 93,165 | 5,790 | 0.49% | 0.49% | 54 | -1,766 | -1.86% | Q4 2025 | Jan 26, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 91,406 | 5,680 | 0.26% | 0.27% | 55 | -5,031 | -5.22% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 91,345 | 5,677 | 0.01% | 0.01% | 56 | -5,875 | -6.04% | Q4 2025 | Feb 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 90,907 | 5,649 | 0.07% | 0.07% | 57 | -1,815 | -1.96% | Q4 2025 | Feb 10, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 90,526 | 5,626 | 0.0% | 0.0% | 58 | -7,934 | -8.06% | Q4 2025 | Feb 09, 2026 |
| Mariner, LLC | History | Reduced | 84,687 | 5,263 | 0.01% | 0.01% | 59 | -1,141 | -1.33% | Q4 2025 | Feb 13, 2026 |
| J. Goldman & Co LP | History | Added to | 83,942 | 5,216 | 0.14% | 0.11% | 60 | +10,604 | 14.46% | Q4 2025 | Feb 17, 2026 |
| Hamilton Wealth, LLC | History | Added to | 81,740 | 5,080 | 0.97% | 0.99% | 61 | +3,005 | 3.82% | Q4 2025 | Feb 19, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 77,633 | 4,825 | 0.22% | 0.22% | 62 | +1,339 | 1.76% | Q4 2025 | Feb 13, 2026 |
| Capital Analysts, LLC | History | Reduced | 77,591 | 4,822 | 0.15% | 0.14% | 63 | -1,937 | -2.44% | Q4 2025 | Feb 11, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | Reduced | 74,354 | 4,621 | 2.2% | 2.55% | 64 | -257 | -0.34% | Q4 2025 | Jan 29, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 71,244 | 4,427 | 0.11% | 0.11% | 65 | -1,026 | -1.42% | Q4 2025 | Jan 28, 2026 |
| Walleye Trading LLC | History | Added to | 69,896 | 4,344 | 0.01% | 0.01% | 66 | +8,435 | 13.72% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 68,842 | 4,278 | 0.07% | 0.06% | 67 | +10,711 | 18.43% | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 68,767 | 4,273 | 0.01% | 0.01% | 68 | -2,937 | -4.1% | Q4 2025 | Feb 02, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 67,677 | 4,206 | 0.02% | 0.02% | 69 | -4,845 | -6.68% | Q4 2025 | Feb 18, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 67,259 | 4,180 | 0.0% | 0.0% | 70 | -4,060 | -5.69% | Q4 2025 | Feb 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 65,836 | 4,091 | 0.26% | 0.26% | 71 | +630 | 0.97% | Q4 2025 | Feb 06, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 65,425 | 4,066 | 0.29% | 0.3% | 72 | +1,785 | 2.8% | Q4 2025 | Jan 21, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 63,386 | 3,939 | 0.23% | 0.23% | 73 | -430 | -0.67% | Q4 2025 | Jan 29, 2026 |
| ST GERMAIN D J CO INC | History | New | 59,858 | 3,720 | 0.14% | — | 74 | +59,858 | New | Q4 2025 | Jan 29, 2026 |
| Prestige Wealth Management Group LLC | History | Added to | 59,805 | 3,716 | 0.71% | 0.69% | 75 | +151 | 0.25% | Q4 2025 | Feb 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 59,016 | 3,667 | 0.09% | 0.05% | 76 | +26,555 | 81.81% | Q4 2025 | Feb 17, 2026 |
| CMH Wealth Management LLC | History | Reduced | 57,055 | 3,545 | 0.76% | 0.74% | 77 | -819 | -1.42% | Q4 2025 | Jan 13, 2026 |
| Econ Financial Services Corp | History | Reduced | 56,807 | 3,530 | 1.77% | 1.83% | 78 | -4,280 | -7.01% | Q4 2025 | Jan 15, 2026 |
| Somerset Group LLC | History | Reduced | 53,937 | 3,468 | 2.61% | 2.57% | 79 | -135 | -0.25% | Q4 2025 | Feb 12, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 49,852 | 3,210 | 0.13% | 0.13% | 80 | -1,170 | -2.29% | Q4 2025 | Jan 09, 2026 |
| Integrated Advisors Network LLC | History | Added to | 51,500 | 3,200 | 0.14% | 0.12% | 81 | +2,622 | 5.36% | Q4 2025 | Feb 17, 2026 |
| Diversified Enterprises, LLC | History | Added to | 50,846 | 3,160 | 0.19% | 0.2% | 82 | +460 | 0.91% | Q4 2025 | Jan 28, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 50,145 | 3,116 | 0.01% | 0.01% | 83 | -8,622 | -14.67% | Q4 2025 | Feb 10, 2026 |
| GTS SECURITIES LLC | History | Added to | 50,031 | 3,109 | 0.11% | 0.03% | 84 | +36,003 | 256.65% | Q4 2025 | Feb 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 49,613 | 3,083 | 0.05% | 0.07% | 85 | -1,679 | -3.27% | Q4 2025 | Feb 19, 2026 |
| Anfield Capital Management, LLC | History | Added to | 49,557 | 3,079 | 0.97% | 0.0% | 86 | +49,489 | 72777.94% | Q4 2025 | Feb 03, 2026 |
| Apollon Financial, LLC | History | Reduced | 49,361 | 3,067 | 0.45% | 0.51% | 87 | -1,297 | -2.56% | Q4 2025 | Jan 22, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | Reduced | 48,970 | 3,043 | 0.65% | 0.63% | 88 | -150 | -0.31% | Q4 2025 | Jan 27, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 48,863 | 3,036 | 0.23% | 0.25% | 89 | -5,208 | -9.63% | Q4 2025 | Jan 23, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 50,113 | 3,020 | 0.07% | 0.08% | 90 | +2,520 | 5.29% | Q4 2025 | Jan 28, 2026 |
| &PARTNERS | History | Added to | 47,516 | 2,953 | 0.02% | 0.02% | 91 | +6,107 | 14.75% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 46,273 | 2,875 | 0.01% | 0.02% | 92 | -5,916 | -11.34% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 45,903 | 2,852 | 0.0% | 0.0% | 93 | -7,125 | -13.44% | Q4 2025 | Feb 10, 2026 |
| Corient Private Wealth LLC | History | Reduced | 45,366 | 2,819 | 0.0% | 0.01% | 94 | -29,027 | -39.02% | Q4 2025 | Mar 09, 2026 |
| Evergreen Wealth Partners LLC | History | New | 43,303 | 2,691 | 2.27% | — | 95 | +43,303 | New | Q4 2025 | Feb 05, 2026 |
| Concord Investment Counsel Inc. | History | Reduced | 42,849 | 2,663 | 0.86% | 0.85% | 96 | -1,601 | -3.6% | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Added to | 40,981 | 2,546 | 0.0% | 0.0% | 97 | +8,475 | 26.07% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 40,293 | 2,504 | 0.0% | 0.0% | 98 | +128 | 0.32% | Q4 2025 | Feb 17, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 40,252 | 2,501 | 1.01% | 1.05% | 99 | -4,951 | -10.95% | Q4 2025 | Feb 11, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 38,736 | 2,407 | 0.01% | 0.0% | 100 | +31,392 | 427.45% | Q4 2025 | Jan 27, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 38,295 | 2,380 | 0.0% | 0.0% | 101 | +16,425 | 75.1% | Q4 2025 | Feb 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 37,101 | 2,305 | 0.0% | 0.0% | 102 | -29,083 | -43.94% | Q4 2025 | Feb 17, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 36,902 | 2,293 | 0.06% | 0.14% | 103 | -488 | -1.31% | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 36,621 | 2,276 | 0.01% | 0.01% | 104 | +872 | 2.44% | Q4 2025 | Feb 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 34,913 | 2,169 | 0.04% | 0.05% | 105 | -693 | -1.95% | Q4 2025 | Feb 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 34,860 | 2,166 | 0.0% | 0.0% | 106 | +214 | 0.62% | Q4 2025 | Feb 12, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 34,778 | 2,161 | 0.03% | 0.03% | 107 | -891 | -2.5% | Q4 2025 | Jan 30, 2026 |
| Destination Wealth Management | History | Added to | 33,801 | 2,100 | 0.05% | 0.05% | 108 | +654 | 1.97% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 33,170 | 2,061 | 0.0% | 0.0% | 109 | +509 | 1.56% | Q4 2025 | Mar 16, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 32,986 | 2,050 | 0.02% | 0.03% | 110 | -3,480 | -9.54% | Q4 2025 | Jan 20, 2026 |
| GARRISON POINT ADVISORS, LLC | History | Added to | 32,488 | 2,019 | 0.89% | 0.82% | 111 | +118 | 0.36% | Q4 2025 | Feb 13, 2026 |
| FIRST INTERSTATE BANK | History | New | 31,562 | 1,961 | 0.11% | — | 112 | +31,562 | New | Q4 2025 | Jan 29, 2026 |
| High Point Wealth Management, LLC | History | New | 31,383 | 1,950 | 1.83% | — | 113 | +31,383 | New | Q4 2025 | Jan 29, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 31,784 | 1,859 | 0.05% | 0.08% | 114 | -41,901 | -56.87% | Q4 2025 | Feb 11, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 29,607 | 1,840 | 0.09% | 0.07% | 115 | +6,627 | 28.84% | Q4 2025 | Jan 20, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 29,375 | 1,825 | 0.02% | 0.02% | 116 | -60 | -0.2% | Q4 2025 | Feb 05, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 29,278 | 1,819 | 0.19% | 0.18% | 117 | +1,085 | 3.85% | Q4 2025 | Jan 27, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | Reduced | 29,160 | 1,812 | 1.13% | 1.33% | 118 | -5,120 | -14.94% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 29,100 | 1,808 | 0.0% | 0.0% | 119 | +20,200 | 226.97% | Q4 2025 | Feb 12, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 29,077 | 1,807 | 0.65% | 0.7% | 120 | -1,769 | -5.73% | Q4 2025 | Feb 05, 2026 |
| Ayalon Insurance Comp Ltd. | History | No change | 28,799 | 1,790 | 0.43% | 0.44% | 121 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| US BANCORP \DE\ | History | Reduced | 28,714 | 1,784 | 0.0% | 0.0% | 122 | -678 | -2.31% | Q4 2025 | Jan 30, 2026 |
| Live Oak Private Wealth LLC | History | Added to | 28,680 | 1,782 | 0.24% | 0.2% | 123 | +4,657 | 19.39% | Q4 2025 | Jan 23, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 28,666 | 1,781 | 0.02% | 0.02% | 124 | -2,542 | -8.15% | Q4 2025 | Jan 29, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 28,642 | 1,780 | 0.01% | 0.01% | 125 | -2,393 | -7.71% | Q4 2025 | Feb 03, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 28,365 | 1,762 | 0.0% | 0.0% | 126 | +24,000 | 549.83% | Q4 2025 | Feb 17, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 28,110 | 1,747 | 0.04% | 0.04% | 127 | +913 | 3.36% | Q4 2025 | Feb 03, 2026 |
| Dale Q Rice Investment Management Ltd | History | Reduced | 27,987 | 1,739 | 1.25% | 1.37% | 128 | -4,310 | -13.34% | Q4 2025 | Jan 30, 2026 |
| Dakota Wealth Management | History | Reduced | 27,515 | 1,710 | 0.03% | 0.03% | 129 | -145 | -0.52% | Q4 2025 | Jan 13, 2026 |
| Waverly Advisors, LLC | History | Reduced | 27,098 | 1,684 | 0.01% | 0.02% | 130 | -1,835 | -6.34% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 26,869 | 1,669 | 0.01% | — | 131 | +26,869 | New | Q4 2025 | Feb 05, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 26,783 | 1,664 | 0.05% | 0.05% | 132 | -3,329 | -11.06% | Q4 2025 | Jan 09, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 26,710 | 1,660 | 0.04% | 0.04% | 133 | +2,425 | 9.99% | Q4 2025 | Feb 02, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 26,656 | 1,659 | 0.53% | 0.55% | 134 | +735 | 2.84% | Q4 2025 | Feb 10, 2026 |
| Lido Advisors, LLC | History | Added to | 26,913 | 1,629 | 0.0% | 0.0% | 135 | +1,045 | 4.04% | Q4 2025 | Feb 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 25,156 | 1,563 | 0.0% | 0.0% | 136 | -616 | -2.39% | Q4 2025 | Feb 17, 2026 |
| PFG Investments, LLC | History | Reduced | 24,845 | 1,544 | 0.07% | 0.08% | 137 | -131 | -0.52% | Q4 2025 | Jan 26, 2026 |
| REGIONS FINANCIAL CORP | History | New | 24,549 | 1,525 | 0.01% | — | 138 | +24,549 | New | Q4 2025 | Jan 27, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 24,315 | 1,511 | 0.06% | 0.01% | 139 | +22,246 | 1075.21% | Q4 2025 | Feb 04, 2026 |
| Virtu Financial LLC | History | Added to | 23,942 | 1,488 | 0.06% | 0.06% | 140 | +6,041 | 33.75% | Q4 2025 | Feb 23, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 23,682 | 1,471 | 0.03% | 0.03% | 141 | -2,429 | -9.3% | Q4 2025 | Jan 22, 2026 |
| TPG Advisors LLC | History | Reduced | 23,508 | 1,461 | 0.91% | 0.94% | 142 | -187 | -0.79% | Q4 2025 | Jan 21, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 22,967 | 1,427 | 0.69% | 0.67% | 143 | -225 | -0.97% | Q4 2025 | Feb 05, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Added to | 22,732 | 1,412 | 0.34% | 0.33% | 144 | +395 | 1.77% | Q4 2025 | Jan 20, 2026 |
| Belpointe Asset Management LLC | History | Added to | 22,593 | 1,404 | 0.05% | 0.05% | 145 | +1,950 | 9.45% | Q4 2025 | Jan 27, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 22,343 | 1,388 | 0.07% | 0.07% | 147 | +1,870 | 9.13% | Q4 2025 | Feb 05, 2026 |
| Montecito Bank & Trust | History | Reduced | 22,343 | 1,388 | 0.22% | 0.21% | 146 | -550 | -2.4% | Q4 2025 | Jan 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 21,990 | 1,366 | 0.01% | 0.01% | 148 | +77 | 0.35% | Q4 2025 | Feb 12, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 21,631 | 1,344 | 0.08% | 0.08% | 149 | +376 | 1.77% | Q4 2025 | Jan 15, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 21,527 | 1,337 | 0.07% | 0.01% | 150 | +17,170 | 394.08% | Q4 2025 | Jan 20, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Reduced | 21,315 | 1,324 | 0.02% | 0.02% | 151 | -259 | -1.2% | Q4 2025 | Feb 12, 2026 |
| Composition Wealth, LLC | History | Reduced | 21,229 | 1,319 | 0.02% | 0.02% | 152 | -345 | -1.6% | Q4 2025 | Feb 02, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 21,021 | 1,306 | 0.03% | 0.04% | 153 | -3,631 | -14.73% | Q4 2025 | Feb 17, 2026 |
| Pacific Center for Financial Services | History | No change | 21,090 | 1,267 | 0.32% | 0.32% | 154 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Brick & Kyle, Associates | History | Reduced | 20,284 | 1,261 | 0.45% | 0.48% | 155 | -1,345 | -6.22% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 19,955 | 1,240 | 0.01% | 0.02% | 156 | +1,170 | 6.23% | Q4 2025 | Jan 23, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 19,933 | 1,239 | 0.0% | — | 157 | +19,933 | New | Q4 2025 | Feb 05, 2026 |
| Vectors Research Management, LLC | History | Reduced | 19,766 | 1,228 | 0.37% | 0.39% | 158 | -846 | -4.1% | Q4 2025 | Feb 03, 2026 |
| World Investment Advisors | History | Added to | 19,286 | 1,198 | 0.02% | 0.02% | 159 | +840 | 4.55% | Q4 2025 | Mar 12, 2026 |
| WP Advisors, LLC | History | Reduced | 18,770 | 1,166 | 0.29% | 0.32% | 160 | -1,910 | -9.24% | Q4 2025 | Jan 28, 2026 |
| PARAGON FINANCIAL PARTNERS, INC. | History | Reduced | 18,337 | 1,139 | 0.7% | 0.7% | 161 | -242 | -1.3% | Q4 2025 | Jan 21, 2026 |
| Eaton Financial Holdings Company, LLC | History | No change | 18,136 | 1,127 | 0.3% | 0.31% | 162 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 18,004 | 1,118 | 0.03% | 0.03% | 163 | -3,312 | -15.54% | Q4 2025 | Feb 17, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 17,900 | 1,112 | 0.31% | 0.23% | 164 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CYPRESS ASSET MANAGEMENT INC/TX | History | No change | 17,710 | 1,100 | 0.24% | 0.24% | 165 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Bramshill Investments, LLC | History | Added to | 17,500 | 1,087 | 0.06% | 0.04% | 166 | +7,500 | 75.0% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Reduced | 17,423 | 1,082 | 0.01% | 0.01% | 167 | -6 | -0.03% | Q4 2025 | Jan 26, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 17,247 | 1,071 | 0.39% | 0.39% | 168 | -3,063 | -15.08% | Q4 2025 | Feb 05, 2026 |
| MCF Advisors LLC | History | Added to | 17,168 | 1,066 | 0.06% | 0.0% | 169 | +16,907 | 6477.78% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Reduced | 16,868 | 1,048 | 0.0% | 0.0% | 170 | -1,216 | -6.72% | Q4 2025 | Jan 26, 2026 |
| Mathes Company, Inc. | History | No change | 16,570 | 1,030 | 0.37% | 0.36% | 171 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Retirement Planning Co of New England, Inc. | History | Added to | 16,302 | 1,013 | 0.41% | 0.39% | 172 | +26 | 0.16% | Q4 2025 | Jan 28, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 16,288 | 1,012 | 0.1% | 0.11% | 173 | -1,179 | -6.75% | Q4 2025 | Jan 26, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Reduced | 16,014 | 995 | 0.98% | 0.92% | 174 | -95 | -0.59% | Q4 2025 | Jan 07, 2026 |
| V2 Financial group LLC | History | No change | 16,000 | 994 | 0.49% | 0.53% | 175 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 15,811 | 982 | 0.01% | 0.01% | 176 | +4,524 | 40.08% | Q4 2025 | Jan 29, 2026 |
| Triangle Securities Wealth Management | History | No change | 15,643 | 972 | 0.2% | 0.21% | 177 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| TruWealth Advisors, LLC | History | Reduced | 15,566 | 967 | 0.05% | 0.05% | 178 | -513 | -3.19% | Q4 2025 | Jan 07, 2026 |
| BANK HAPOALIM BM | History | Reduced | 15,519 | 965 | 0.08% | 0.12% | 179 | -678 | -4.19% | Q4 2025 | Feb 17, 2026 |
| BROWN ADVISORY INC | History | No change | 15,307 | 951 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Added to | 15,154 | 941 | 0.0% | 0.0% | 181 | +2,897 | 23.64% | Q4 2025 | Feb 11, 2026 |
| LOM Asset Management Ltd | History | Added to | 14,740 | 916 | 0.27% | 0.27% | 182 | +150 | 1.03% | Q4 2025 | Jan 23, 2026 |
| Advisory Services Network, LLC | History | Added to | 14,449 | 897 | 0.01% | 0.01% | 183 | +7,216 | 99.76% | Q4 2025 | Feb 17, 2026 |
| DELTA FINANCIAL ADVISORS LLC | History | Added to | 14,424 | 896 | 0.23% | 0.18% | 184 | +3,929 | 37.44% | Q4 2025 | Feb 06, 2026 |
| Solutions 4 Wealth, Ltd | History | Reduced | 14,315 | 889 | 1.34% | 1.42% | 185 | -953 | -6.24% | Q4 2025 | Feb 09, 2026 |
| Arax Advisory Partners | History | New | 14,229 | 884 | 0.03% | — | 186 | +14,229 | New | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 14,215 | 883 | 0.02% | 0.02% | 187 | -1,225 | -7.93% | Q4 2025 | Feb 11, 2026 |
| Squarepoint Ops LLC | History | No change | 14,200 | 882 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Brookstone Capital Management | History | Reduced | 14,106 | 876 | 0.01% | 0.01% | 189 | -2,028 | -12.57% | Q4 2025 | Jan 15, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 13,883 | 862 | 0.04% | 0.03% | 190 | +2,564 | 22.65% | Q4 2025 | Feb 12, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | New | 13,698 | 851 | 0.18% | — | 192 | +13,698 | New | Q4 2025 | Jan 21, 2026 |
| IMC-Chicago, LLC | History | New | 13,693 | 851 | 0.0% | — | 191 | +13,693 | New | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 13,647 | 848 | 0.06% | 0.06% | 193 | -257 | -1.85% | Q4 2025 | Jan 23, 2026 |
| Venture Visionary Partners LLC | History | No change | 13,625 | 846 | 0.03% | 0.03% | 194 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Carnegie Investment Counsel | History | Reduced | 13,591 | 844 | 0.02% | 0.02% | 195 | -139 | -1.01% | Q4 2025 | Jan 23, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 13,497 | 838 | 0.04% | 0.05% | 196 | -481 | -3.44% | Q4 2025 | Jan 26, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 13,420 | 834 | 0.01% | 0.01% | 197 | +1,690 | 14.41% | Q4 2025 | Feb 18, 2026 |
| CHOREO, LLC | History | Added to | 12,917 | 809 | 0.01% | 0.01% | 198 | +175 | 1.37% | Q4 2025 | Jan 23, 2026 |
| Mutual Advisors, LLC | History | Reduced | 12,980 | 806 | 0.02% | 0.02% | 199 | -904 | -6.51% | Q4 2025 | Feb 02, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 12,683 | 788 | 0.01% | 0.01% | 200 | -431 | -3.29% | Q4 2025 | Feb 02, 2026 |
| SPINNAKER TRUST | History | No change | 12,604 | 783 | 0.04% | 0.04% | 201 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sigma Planning Corp | History | Added to | 12,301 | 764 | 0.02% | 0.02% | 202 | +454 | 3.83% | Q4 2025 | Jan 30, 2026 |
| Variant Private Wealth, LLC | History | Reduced | 12,205 | 758 | 0.79% | 1.23% | 203 | -9,984 | -45.0% | Q4 2025 | Jan 26, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 12,163 | 755 | 0.01% | 0.01% | 204 | +1 | 0.01% | Q4 2025 | Jan 07, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 12,377 | 751 | 0.5% | 0.55% | 205 | -271 | -2.14% | Q4 2025 | Feb 11, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 12,070 | 750 | 0.27% | 0.34% | 206 | -2,996 | -19.89% | Q4 2025 | Jan 28, 2026 |
| GUERRA PAN ADVISORS, LLC | History | No change | 11,962 | 743 | 0.44% | 0.43% | 207 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Sovran Advisors, LLC | History | Added to | 11,889 | 742 | 0.06% | 0.06% | 208 | +75 | 0.63% | Q4 2025 | Jan 20, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Added to | 11,759 | 730 | 0.2% | 0.2% | 209 | +9 | 0.08% | Q4 2025 | Jan 23, 2026 |
| NorthRock Partners, LLC | History | No change | 11,727 | 728 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 11,615 | 721 | 0.07% | 0.07% | 211 | +1 | 0.01% | Q4 2025 | Jan 28, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 11,485 | 713 | 0.0% | 0.0% | 212 | -2,821 | -19.72% | Q4 2025 | Jan 29, 2026 |
| Watchman Group, Inc. | History | No change | 11,380 | 707 | 0.17% | 0.17% | 213 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | History | No change | 11,300 | 702 | 0.18% | 0.18% | 214 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Paragon Private Wealth Management, LLC | History | Added to | 11,266 | 700 | 0.21% | 0.21% | 215 | +689 | 6.51% | Q4 2025 | Feb 11, 2026 |
| LRI Investments, LLC | History | Reduced | 11,241 | 698 | 0.06% | 0.06% | 216 | -150 | -1.32% | Q4 2025 | Feb 04, 2026 |
| Focus Partners Wealth | History | Added to | 11,156 | 693 | 0.0% | 0.0% | 217 | +6,648 | 147.47% | Q4 2025 | Feb 13, 2026 |
| Wealthfront Advisers LLC | History | Added to | 11,152 | 693 | 0.0% | 0.0% | 218 | +1,052 | 10.42% | Q4 2025 | Jan 30, 2026 |
| Phraction Management LLC | History | Added to | 11,091 | 689 | 0.18% | 0.17% | 219 | +1,075 | 10.73% | Q4 2025 | Jan 26, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Added to | 11,072 | 688 | 0.32% | 0.33% | 220 | +1 | 0.01% | Q4 2025 | Feb 06, 2026 |
| HB Wealth Management, LLC | History | No change | 11,064 | 687 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Kovack Advisors, Inc. | History | Added to | 11,016 | 684 | 0.03% | 0.05% | 222 | +2,418 | 28.12% | Q4 2025 | Feb 17, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 10,904 | 677 | 0.03% | 0.03% | 224 | -728 | -6.26% | Q4 2025 | Feb 17, 2026 |
| Sowell Financial Services LLC | History | Added to | 10,901 | 677 | 0.02% | 0.02% | 223 | +308 | 2.91% | Q4 2025 | Jan 21, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 10,885 | 676 | 0.02% | 0.02% | 225 | -6 | -0.06% | Q4 2025 | Jan 30, 2026 |
| Summit Trail Advisors, LLC | History | No change | 10,821 | 672 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | Reduced | 10,593 | 658 | 0.01% | 0.01% | 227 | -2,623 | -19.85% | Q4 2025 | Feb 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 10,489 | 651 | 0.02% | 0.02% | 228 | -273 | -2.54% | Q4 2025 | Feb 09, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 10,435 | 648 | 0.05% | 0.06% | 229 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 10,376 | 644 | 0.05% | 0.06% | 230 | -862 | -7.67% | Q4 2025 | Jan 23, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 10,352 | 643 | 0.02% | 0.02% | 231 | -310 | -2.91% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 10,336 | 642 | 0.01% | 0.01% | 232 | +34 | 0.33% | Q4 2025 | Feb 09, 2026 |
| Montis Financial, LLC | History | Reduced | 10,138 | 630 | 0.12% | 0.16% | 233 | -1,632 | -13.87% | Q4 2025 | Feb 11, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 10,141 | 630 | 0.03% | 0.03% | 234 | +1,305 | 14.77% | Q4 2025 | Jan 12, 2026 |
| Y.D. More Investments Ltd | History | Added to | 10,128 | 629 | 0.03% | 0.03% | 235 | +274 | 2.78% | Q4 2025 | Jan 21, 2026 |
| FinDec Wealth Services, Inc. | History | Reduced | 10,120 | 628 | 0.67% | 0.7% | 236 | -1,184 | -10.47% | Q4 2025 | Feb 09, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 9,969 | 619 | 0.03% | 0.04% | 237 | -1,784 | -15.18% | Q4 2025 | Jan 28, 2026 |
| MAI Capital Management | History | Added to | 9,933 | 617 | 0.0% | 0.0% | 238 | +1,816 | 22.37% | Q4 2025 | Feb 13, 2026 |
| Western Wealth Management, LLC | History | Added to | 9,743 | 605 | 0.03% | 0.01% | 239 | +5,403 | 124.49% | Q4 2025 | Feb 05, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 9,574 | 595 | 0.01% | 0.01% | 240 | -50 | -0.52% | Q4 2025 | Jan 29, 2026 |
| Finivi Inc. | History | New | 9,486 | 589 | 0.34% | — | 241 | +9,486 | New | Q4 2025 | Jan 27, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 9,409 | 584 | 0.04% | 0.05% | 242 | -1,222 | -11.49% | Q4 2025 | Jan 29, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 9,323 | 579 | 0.29% | 0.19% | 243 | +2,706 | 40.89% | Q4 2025 | Feb 12, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 9,290 | 577 | 0.02% | 0.02% | 244 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 9,280 | 576 | 0.04% | 0.03% | 245 | +421 | 4.75% | Q4 2025 | Feb 17, 2026 |
| Sage Capital Management, LLC | History | Added to | 9,196 | 571 | 0.26% | 0.25% | 246 | +1 | 0.01% | Q4 2025 | Jan 15, 2026 |
| Westshore Wealth, LLC | History | No change | 9,092 | 565 | 0.19% | 0.19% | 247 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| AAFMAA Wealth Management & Trust LLC | History | Reduced | 9,029 | 561 | 0.22% | 0.52% | 248 | -12,879 | -58.79% | Q4 2025 | Jan 07, 2026 |
| COMMERCE BANK | History | No change | 8,550 | 531 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 8,508 | 528 | 0.0% | 0.0% | 250 | -2,500 | -22.71% | Q4 2025 | Feb 13, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Added to | 8,504 | 528 | 0.11% | 0.11% | 251 | +8 | 0.09% | Q4 2025 | Feb 10, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 8,484 | 527 | 0.04% | — | 252 | +8,484 | New | Q4 2025 | Feb 12, 2026 |
| Breachway Investments LLC | History | New | 8,428 | 523 | 0.55% | — | 253 | +8,428 | New | Q4 2025 | Jan 27, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 8,373 | 520 | 0.0% | 0.01% | 254 | -11,209 | -57.24% | Q4 2025 | Feb 12, 2026 |
| Prospera Financial Services Inc | History | Added to | 8,279 | 514 | 0.01% | 0.01% | 256 | +502 | 6.45% | Q4 2025 | Feb 09, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 8,278 | 514 | 0.0% | 0.0% | 255 | -42 | -0.5% | Q4 2025 | Jan 29, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Reduced | 8,229 | 511 | 0.0% | 0.38% | 257 | -689,900 | -98.82% | Q4 2025 | Feb 03, 2026 |
| Opes Wealth Management LLC | History | No change | 8,160 | 507 | 0.08% | 0.08% | 258 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Banque Cantonale Vaudoise | History | No change | 8,172 | 507 | 0.02% | 0.02% | 259 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Balance Wealth, LLC | History | Added to | 8,141 | 505 | 0.16% | 0.12% | 260 | +224 | 2.83% | Q4 2025 | Jan 21, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | New | 8,220 | 504 | 0.19% | — | 261 | +8,220 | New | Q4 2025 | Feb 10, 2026 |
| Caldwell Trust Co | History | Reduced | 8,104 | 503 | 0.04% | 0.05% | 262 | -330 | -3.91% | Q4 2025 | Jan 30, 2026 |
| Jefferies Financial Group Inc. | History | New | 8,081 | 502 | 0.0% | — | 263 | +8,081 | New | Q4 2025 | Feb 09, 2026 |
| WealthSpring Partners, LLC | History | New | 8,039 | 499 | 0.51% | — | 264 | +8,039 | New | Q4 2025 | Feb 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 8,019 | 498 | 0.0% | 0.0% | 266 | +4,320 | 116.79% | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | No change | 8,020 | 498 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Wedmont Private Capital | History | No change | 7,741 | 497 | 0.02% | 0.02% | 267 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 7,990 | 496 | 0.03% | 0.03% | 268 | -437 | -5.19% | Q4 2025 | Feb 03, 2026 |
| Avior Wealth Management, LLC | History | Added to | 7,908 | 491 | 0.02% | 0.02% | 269 | +8 | 0.1% | Q4 2025 | Jan 06, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 7,881 | 490 | 0.01% | 0.01% | 270 | +348 | 4.62% | Q4 2025 | Feb 12, 2026 |
| Tranquilli Financial Advisor LLC | History | New | 7,813 | 485 | 0.28% | — | 271 | +7,813 | New | Q4 2025 | Jan 27, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 7,668 | 476 | 0.07% | 0.06% | 272 | +316 | 4.3% | Q4 2025 | Jan 29, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 7,566 | 470 | 0.02% | 0.01% | 273 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | No change | 7,535 | 468 | 0.07% | 0.07% | 274 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Fox Hill Wealth Management | History | Reduced | 7,509 | 466 | 0.22% | 0.21% | 276 | -66 | -0.87% | Q4 2025 | Feb 12, 2026 |
| Manchester Capital Management LLC | History | No change | 7,500 | 466 | 0.06% | 0.06% | 275 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Circle Wealth Management, LLC | History | No change | 7,406 | 460 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Hyposwiss Advisors SA | History | New | 7,362 | 457 | 0.45% | — | 279 | +7,362 | New | Q4 2025 | Feb 17, 2026 |
| AlTi Global, Inc. | History | Added to | 7,354 | 457 | 0.01% | 0.01% | 278 | +334 | 4.76% | Q4 2025 | Feb 13, 2026 |
| DRW Securities, LLC | History | Added to | 7,305 | 454 | 0.01% | 0.01% | 281 | +903 | 14.1% | Q4 2025 | Feb 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 7,309 | 454 | 0.03% | 0.04% | 280 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Jacobi Capital Management LLC | History | Added to | 7,262 | 451 | 0.03% | 0.03% | 282 | +6 | 0.08% | Q4 2025 | Feb 13, 2026 |
| FineMark National Bank & Trust | History | Reduced | 7,234 | 449 | 0.01% | 0.02% | 283 | -521 | -6.72% | Q4 2025 | Feb 12, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 7,200 | 447 | 0.04% | 0.04% | 284 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 7,079 | 439 | 0.02% | 0.02% | 285 | +1 | 0.01% | Q4 2025 | Feb 04, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 7,063 | 438 | 0.0% | 0.0% | 286 | -6,233 | -46.88% | Q4 2025 | Feb 13, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 7,036 | 437 | 0.05% | 0.05% | 287 | -130 | -1.81% | Q4 2025 | Feb 13, 2026 |
| Spire Wealth Management | History | Reduced | 7,003 | 435 | 0.01% | 0.02% | 288 | -527 | -7.0% | Q4 2025 | Jan 14, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 6,985 | 434 | 0.03% | 0.1% | 289 | -15,770 | -69.3% | Q4 2025 | Jan 23, 2026 |
| STEPHENS INC /AR/ | History | Added to | 6,955 | 432 | 0.01% | 0.01% | 290 | +2 | 0.03% | Q4 2025 | Feb 05, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 6,945 | 431 | 0.07% | 0.07% | 291 | +901 | 14.91% | Q4 2025 | Feb 17, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 6,826 | 424 | 0.1% | 0.11% | 292 | -3 | -0.04% | Q4 2025 | Feb 27, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 6,808 | 423 | 0.0% | 0.01% | 293 | -998 | -12.79% | Q4 2025 | Feb 02, 2026 |
| Fortis Capital Advisors, LLC | History | New | 6,753 | 419 | 0.06% | — | 294 | +6,753 | New | Q4 2025 | Jan 27, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 6,661 | 413 | 0.02% | 0.02% | 295 | -567 | -7.84% | Q4 2025 | Jan 12, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Reduced | 6,649 | 413 | 0.22% | 0.23% | 297 | -170 | -2.49% | Q4 2025 | Feb 05, 2026 |
| Intelligence Driven Advisers, LLC | History | No change | 6,660 | 413 | 0.06% | 0.06% | 296 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Welch Group, LLC | History | No change | 6,630 | 412 | 0.02% | 0.02% | 298 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| NWAM LLC | History | Reduced | 6,717 | 407 | 0.02% | 0.03% | 299 | -1,251 | -15.7% | Q4 2025 | Feb 04, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 6,466 | 403 | 0.09% | 0.09% | 300 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Mascoma Wealth Management LLC | History | No change | 6,365 | 395 | 0.08% | 0.08% | 301 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Creekside Partners | History | No change | 6,360 | 395 | 0.17% | 0.17% | 302 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ALTFEST L J & CO INC | History | Added to | 6,330 | 393 | 0.04% | 0.03% | 303 | +1,137 | 21.89% | Q4 2025 | Jan 23, 2026 |
| Biondo Investment Advisors, LLC | History | Added to | 6,328 | 393 | 0.05% | 0.05% | 304 | +155 | 2.51% | Q4 2025 | Feb 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 6,284 | 391 | 0.0% | 0.0% | 305 | -2,577 | -29.08% | Q4 2025 | Jan 05, 2026 |
| COMERICA BANK | History | Reduced | 6,243 | 387 | 0.0% | 0.0% | 306 | -60 | -0.95% | Q4 2025 | Jan 29, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 6,243 | 387 | 0.0% | 0.0% | 307 | +14 | 0.22% | Q4 2025 | Feb 17, 2026 |
| CITIZENS & NORTHERN CORP | History | New | 6,179 | 384 | 0.1% | — | 308 | +6,179 | New | Q4 2025 | Jan 28, 2026 |
| Comprehensive Money Management Services LLC | History | Reduced | 6,182 | 384 | 0.26% | 0.27% | 311 | -100 | -1.59% | Q4 2025 | Jan 22, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 6,194 | 384 | 0.02% | 0.02% | 309 | -4 | -0.06% | Q4 2025 | Jan 29, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | No change | 6,186 | 384 | 0.23% | 0.24% | 310 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 6,115 | 380 | 0.03% | 0.04% | 312 | -970 | -13.69% | Q4 2025 | Jan 26, 2026 |
| PEAK6 LLC | History | New | 6,000 | 372 | 0.0% | — | 313 | +6,000 | New | Q4 2025 | Mar 12, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 5,936 | 368 | 0.01% | — | 314 | +5,936 | New | Q4 2025 | Feb 17, 2026 |
| StoneX Group Inc. | History | Reduced | 5,875 | 366 | 0.02% | 0.02% | 316 | -1,595 | -21.35% | Q4 2025 | Feb 12, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 5,900 | 366 | 0.02% | 0.03% | 315 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Coquina Private Wealth LLC | History | New | 5,862 | 364 | 0.29% | — | 317 | +5,862 | New | Q4 2025 | Jan 29, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 5,848 | 363 | 0.06% | — | 318 | +5,848 | New | Q4 2025 | Feb 12, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 5,838 | 362 | 0.1% | 0.1% | 319 | -79 | -1.34% | Q4 2025 | Feb 05, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Reduced | 5,793 | 360 | 0.04% | 0.04% | 320 | -53 | -0.91% | Q4 2025 | Feb 12, 2026 |
| Financial Partners Group, Inc | History | Reduced | 5,916 | 355 | 0.04% | 0.05% | 321 | -214 | -3.49% | Q4 2025 | Feb 03, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 5,720 | 355 | 0.01% | 0.01% | 322 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| J.Safra Asset Management Corp | History | New | 5,670 | 352 | 0.02% | — | 323 | +5,670 | New | Q4 2025 | Feb 11, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 5,679 | 352 | 0.02% | 0.02% | 324 | -124 | -2.14% | Q4 2025 | Jan 08, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 5,624 | 349 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 5,602 | 348 | 0.01% | 0.01% | 326 | -29 | -0.52% | Q4 2025 | Feb 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 5,577 | 346 | 0.02% | 0.05% | 327 | -4,682 | -45.64% | Q4 2025 | Feb 03, 2026 |
| ALM First Financial Advisors, LLC | History | No change | 5,568 | 345 | 0.07% | 0.07% | 328 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Larson Financial Group LLC | History | Added to | 5,549 | 344 | 0.01% | 0.01% | 329 | +79 | 1.44% | Q4 2025 | Feb 06, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | No change | 5,544 | 344 | 0.11% | 0.11% | 330 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 5,491 | 341 | 0.04% | 0.04% | 331 | -485 | -8.12% | Q4 2025 | Jan 08, 2026 |
| Capital Developers, LLC | History | New | 5,400 | 335 | 0.3% | — | 332 | +5,400 | New | Q4 2025 | Jan 30, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 5,383 | 334 | 0.0% | 0.0% | 333 | -1,048 | -16.3% | Q4 2025 | Feb 12, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 5,310 | 330 | 0.04% | 0.04% | 334 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 5,300 | 329 | 0.04% | 0.04% | 335 | +1 | 0.02% | Q4 2025 | Feb 18, 2026 |
| Savant Capital, LLC | History | Reduced | 5,268 | 327 | 0.0% | 0.0% | 336 | -160 | -2.95% | Q4 2025 | Feb 10, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 5,235 | 325 | 0.01% | 0.01% | 337 | -2,824 | -35.04% | Q4 2025 | Feb 17, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 5,168 | 321 | 0.01% | 0.01% | 339 | -210 | -3.9% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 5,165 | 321 | 0.01% | 0.01% | 338 | -71 | -1.36% | Q4 2025 | Feb 06, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 5,118 | 318 | 0.02% | 0.02% | 340 | -988 | -16.18% | Q4 2025 | Feb 10, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 5,063 | 314 | 0.02% | 0.02% | 341 | -405 | -7.41% | Q4 2025 | Jan 20, 2026 |
| LaFleur & Godfrey LLC | History | Added to | 5,020 | 311 | 0.04% | 0.03% | 342 | +638 | 14.56% | Q4 2025 | Feb 03, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 4,958 | 308 | 0.01% | 0.01% | 343 | -42 | -0.84% | Q4 2025 | Feb 12, 2026 |
| Carrera Capital Advisors | History | Added to | 4,947 | 307 | 0.05% | 0.05% | 345 | +2 | 0.04% | Q4 2025 | Jan 30, 2026 |
| Mason & Associates Inc | History | No change | 4,944 | 307 | 0.06% | 0.06% | 344 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 4,845 | 301 | 0.02% | 0.02% | 346 | -241 | -4.74% | Q4 2025 | Feb 20, 2026 |
| CREDIT AGRICOLE S A | History | Reduced | 4,821 | 299 | 0.0% | 0.0% | 347 | -1,176 | -19.61% | Q4 2025 | Feb 17, 2026 |
| Acropolis Investment Management, LLC | History | No change | 4,800 | 298 | 0.01% | 0.02% | 348 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Carroll Advisory Group, LLC | History | New | 4,769 | 296 | 0.13% | — | 349 | +4,769 | New | Q4 2025 | Feb 09, 2026 |
| Global View Capital Management LLC | History | Reduced | 4,749 | 295 | 0.05% | 0.06% | 350 | -250 | -5.0% | Q4 2025 | Jan 14, 2026 |
| XTX Topco Ltd | History | New | 4,742 | 294 | 0.01% | — | 351 | +4,742 | New | Q4 2025 | Feb 17, 2026 |
| Colonial Trust Co / SC | History | Added to | 4,718 | 293 | 0.04% | 0.03% | 354 | +454 | 10.65% | Q4 2025 | Feb 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 4,722 | 293 | 0.01% | 0.01% | 352 | +26 | 0.55% | Q4 2025 | Jan 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 4,730 | 293 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Yarbrough Capital, LLC | History | No change | 4,660 | 289 | 0.01% | 0.01% | 355 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 4,646 | 288 | 0.0% | 0.0% | 356 | +1,861 | 66.82% | Q4 2025 | Feb 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 4,606 | 286 | 0.02% | 0.02% | 357 | -5 | -0.11% | Q4 2025 | Feb 10, 2026 |
| AE Wealth Management LLC | History | Added to | 4,551 | 282 | 0.0% | 0.0% | 358 | +66 | 1.47% | Q4 2025 | Jan 26, 2026 |
| Great Lakes Retirement, Inc. | History | No change | 4,424 | 274 | 0.03% | 0.03% | 359 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 4,392 | 272 | 0.01% | 0.01% | 360 | -38 | -0.86% | Q4 2025 | Feb 04, 2026 |
| Bernardo Wealth Planning LLC | History | No change | 4,212 | 261 | 0.05% | 0.05% | 361 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | New | 4,185 | 260 | 0.02% | — | 362 | +4,185 | New | Q4 2025 | Feb 02, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 4,169 | 259 | 0.01% | 0.02% | 363 | -1,010 | -19.5% | Q4 2025 | Feb 04, 2026 |
| McElhenny Sheffield Capital Management, LLC | History | No change | 4,158 | 258 | 0.06% | 0.06% | 364 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 4,127 | 256 | 0.01% | 0.01% | 366 | -171 | -3.98% | Q4 2025 | Jan 23, 2026 |
| Advisory Alpha, LLC | History | Reduced | 4,128 | 256 | 0.01% | 0.01% | 365 | -97 | -2.3% | Q4 2025 | Feb 06, 2026 |
| Retirement Planning Group, LLC | History | Added to | 4,107 | 255 | 0.01% | 0.01% | 367 | +182 | 4.64% | Q4 2025 | Feb 03, 2026 |
| EQ LLC | History | Reduced | 4,043 | 251 | 0.07% | 0.09% | 368 | -221 | -5.18% | Q4 2025 | Feb 10, 2026 |
| Blue Water Asset Management | History | New | 4,030 | 250 | 0.09% | — | 371 | +4,030 | New | Q4 2025 | Feb 05, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 4,025 | 250 | 0.08% | — | 370 | +4,025 | New | Q4 2025 | Feb 11, 2026 |
| HANCOCK WHITNEY CORP | History | New | 4,023 | 250 | 0.0% | — | 369 | +4,023 | New | Q4 2025 | Feb 17, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 3,979 | 247 | 0.1% | 0.13% | 373 | -1,653 | -29.35% | Q4 2025 | Feb 03, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 3,982 | 247 | 0.0% | 0.0% | 372 | -263 | -6.2% | Q4 2025 | Jan 26, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 3,948 | 245 | 0.0% | 0.0% | 374 | +2 | 0.05% | Q4 2025 | Jan 16, 2026 |
| Integrity Advisory Solutions, LLC | History | Reduced | 3,911 | 243 | 0.04% | 0.04% | 375 | -370 | -8.64% | Q4 2025 | Feb 09, 2026 |
| KOTLER KEVIN | History | New | 3,902 | 242 | 0.06% | — | 376 | +3,902 | New | Q4 2025 | Feb 17, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 3,880 | 241 | 0.0% | — | 378 | +3,880 | New | Q4 2025 | Feb 18, 2026 |
| Hudock, Inc. | History | Reduced | 3,891 | 241 | 0.04% | 0.04% | 377 | -11 | -0.28% | Q4 2025 | Feb 12, 2026 |
| Strategic Advisors LLC | History | No change | 3,876 | 240 | 0.04% | 0.04% | 379 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 3,835 | 238 | 0.07% | 0.07% | 380 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 3,811 | 236 | 0.03% | 0.03% | 381 | -346 | -8.32% | Q4 2025 | Feb 13, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 3,741 | 232 | 0.01% | 0.01% | 382 | -996 | -21.03% | Q4 2025 | Jan 20, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 3,695 | 229 | 0.01% | 0.01% | 383 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 3,680 | 228 | 0.01% | 0.01% | 384 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BlackRock, Inc. | History | Added to | 3,663 | 227 | 0.0% | 0.0% | 386 | +2,553 | 230.0% | Q4 2025 | Feb 12, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 3,536 | 227 | 0.02% | 0.02% | 385 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 3,630 | 225 | 0.07% | 0.07% | 387 | +2 | 0.06% | Q4 2025 | Jan 27, 2026 |
| Tyche Wealth Partners LLC | History | No change | 3,576 | 222 | 0.04% | 0.04% | 388 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Hilltop National Bank | History | No change | 3,555 | 220 | 0.05% | 0.05% | 389 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| IFP Advisors, Inc | History | Added to | 3,529 | 219 | 0.0% | 0.01% | 390 | +252 | 7.69% | Q4 2025 | Feb 06, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 3,534 | 219 | 0.02% | 0.03% | 391 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Keystone Wealth Services, LLC | History | No change | 3,525 | 219 | 0.05% | 0.05% | 392 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 3,523 | 218 | 0.02% | 0.02% | 393 | +3 | 0.09% | Q4 2025 | Jan 07, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | No change | 3,479 | 216 | 0.03% | 0.03% | 394 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| AlphaCore Capital LLC | History | Added to | 3,463 | 215 | 0.0% | 0.0% | 395 | +3,402 | 5577.05% | Q4 2025 | Feb 05, 2026 |
| Sonoma Private Wealth LLC | History | No change | 3,468 | 215 | 0.26% | 0.25% | 396 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Patten Group, Inc. | History | No change | 3,445 | 214 | 0.04% | 0.04% | 397 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Focus Financial Network, Inc. | History | New | 3,436 | 213 | 0.01% | — | 398 | +3,436 | New | Q4 2025 | Jan 12, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 3,402 | 211 | 0.02% | 0.02% | 400 | -42 | -1.22% | Q4 2025 | Jan 23, 2026 |
| Clearstead Trust, LLC | History | No change | 3,400 | 211 | 0.03% | 0.03% | 399 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 3,388 | 210 | 0.03% | — | 401 | +3,388 | New | Q4 2025 | Feb 04, 2026 |
| FLC Capital Advisors | History | No change | 3,342 | 207 | 0.04% | 0.04% | 402 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 3,312 | 205 | 0.01% | — | 403 | +3,312 | New | Q4 2025 | Feb 13, 2026 |
| Activest Wealth Management | History | Added to | 3,300 | 205 | 0.04% | 0.04% | 404 | +1 | 0.03% | Q4 2025 | Jan 30, 2026 |
| Brookwood Investment Group LLC | History | New | 3,288 | 204 | 0.02% | — | 405 | +3,288 | New | Q4 2025 | Jan 22, 2026 |
| Rockwood Wealth Management, LLC | History | New | 3,276 | 203 | 0.02% | — | 407 | +3,276 | New | Q4 2025 | Jan 29, 2026 |
| Apella Capital, LLC | History | New | 3,268 | 203 | 0.0% | — | 406 | +3,268 | New | Q4 2025 | Jan 21, 2026 |
| Clear Harbor Asset Management, LLC | History | New | 3,235 | 201 | 0.01% | — | 408 | +3,235 | New | Q4 2025 | Feb 10, 2026 |
| Ring Mountain Capital, LLC | History | Reduced | 3,241 | 200 | 0.1% | 0.12% | 409 | -313 | -8.81% | Q4 2025 | Jan 27, 2026 |
| MGB Wealth Management, LLC | History | No change | 3,024 | 187 | 0.05% | 0.05% | 410 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Peterson Wealth Services | History | Reduced | 2,894 | 179 | 0.05% | 0.04% | 411 | -11,303 | -79.62% | Q4 2025 | Feb 12, 2026 |
| Sankala Group LLC | History | New | 2,931 | 176 | 0.14% | — | 412 | +2,931 | New | Q4 2025 | Mar 02, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Added to | 2,742 | 170 | 0.02% | 0.01% | 413 | +132 | 5.06% | Q4 2025 | Jan 23, 2026 |
| Biltmore Family Office, LLC | History | No change | 2,700 | 167 | 0.02% | 0.02% | 414 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 2,473 | 153 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 2,400 | 149 | 0.03% | 0.03% | 416 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 2,177 | 135 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Bogart Wealth, LLC | History | Added to | 2,148 | 133 | 0.01% | 0.01% | 418 | +1 | 0.05% | Q4 2025 | Jan 30, 2026 |
| Blue Trust, Inc. | History | Reduced | 2,084 | 129 | 0.0% | 0.0% | 419 | -31 | -1.47% | Q4 2025 | Jan 16, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 2,063 | 128 | 0.0% | 0.0% | 420 | +1,058 | 105.27% | Q4 2025 | Feb 13, 2026 |
| Harbor Asset Planning, Inc. | History | Reduced | 2,062 | 128 | 0.11% | 0.12% | 421 | -118 | -5.41% | Q4 2025 | Jan 26, 2026 |
| Concord Wealth Partners | History | Added to | 1,936 | 120 | 0.02% | 0.02% | 422 | +2 | 0.1% | Q4 2025 | Jan 29, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 1,894 | 117 | 0.01% | 0.01% | 423 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| WHITTIER TRUST CO | History | No change | 1,806 | 116 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Aspect Partners, LLC | History | No change | 1,758 | 109 | 0.05% | 0.05% | 425 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Sava Infond d.o.o. | History | Reduced | 1,730 | 107 | 0.01% | 0.1% | 426 | -10,000 | -85.25% | Q4 2025 | Jan 29, 2026 |
| Avalon Trust Co | History | Reduced | 1,580 | 98 | 0.01% | 0.01% | 427 | -100 | -5.95% | Q4 2025 | Feb 09, 2026 |
| EFG International AG | History | New | 1,510 | 93 | 0.0% | — | 428 | +1,510 | New | Q4 2025 | Feb 17, 2026 |
| Financial Perspectives, Inc | History | Added to | 1,447 | 89 | 0.02% | 0.02% | 430 | +1 | 0.07% | Q4 2025 | Jan 28, 2026 |
| Register Financial Advisors LLC | History | No change | 1,442 | 89 | 0.03% | 0.03% | 429 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 1,429 | 88 | 0.0% | — | 431 | +1,429 | New | Q4 2025 | Feb 13, 2026 |
| Intesa Sanpaolo Wealth Management | History | New | 1,383 | 85 | 0.02% | — | 435 | +1,383 | New | Q4 2025 | Feb 12, 2026 |
| HOWE & RUSLING INC | History | No change | 1,380 | 85 | 0.01% | 0.01% | 432 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HM PAYSON & CO | History | No change | 1,380 | 85 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 1,373 | 85 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 1,367 | 84 | 0.01% | 0.01% | 436 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 1,276 | 79 | 0.0% | — | 437 | +1,276 | New | Q4 2025 | Feb 09, 2026 |
| Millstone Evans Group, LLC | History | Added to | 1,228 | 76 | 0.04% | 0.03% | 438 | +562 | 84.38% | Q4 2025 | Feb 02, 2026 |
| SageView Advisory Group, LLC | History | New | 1,220 | 75 | 0.0% | — | 440 | +1,220 | New | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,220 | 75 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BARCLAYS PLC | History | Reduced | 1,152 | 71 | 0.0% | 0.0% | 441 | -2,058 | -64.11% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,150 | 71 | 0.0% | 0.0% | 442 | +24 | 2.13% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 1,138 | 70 | 0.0% | 0.0% | 443 | +344 | 43.32% | Q4 2025 | Jan 23, 2026 |
| Catherine Avery Investment Management LLC | History | No change | 1,112 | 69 | 0.04% | 0.04% | 444 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Brentview Investment Management LLC | History | No change | 1,000 | 62 | 0.03% | 0.03% | 445 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sound Income Strategies, LLC | History | Added to | 957 | 59 | 0.0% | 0.0% | 446 | +105 | 12.32% | Q4 2025 | Jan 21, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 933 | 57 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 918 | 57 | 0.04% | 0.04% | 448 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Trust Co | History | New | 906 | 56 | 0.01% | — | 449 | +906 | New | Q4 2025 | Jan 15, 2026 |
| TSFG, LLC | History | No change | 900 | 56 | 0.01% | 0.01% | 450 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 911 | 56 | 0.01% | 0.01% | 451 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Truvestments Capital LLC | History | No change | 900 | 55 | 0.01% | 0.01% | 452 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Clean Yield Group | History | No change | 840 | 52 | 0.01% | 0.01% | 453 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Canton Hathaway, LLC | History | No change | 834 | 51 | 0.01% | 0.01% | 454 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 793 | 49 | 0.02% | 0.01% | 456 | +171 | 27.49% | Q4 2025 | Jan 22, 2026 |
| WealthShield Partners, LLC | History | No change | 792 | 49 | 0.01% | 0.01% | 455 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 784 | 48 | 0.01% | 0.01% | 457 | -521 | -39.92% | Q4 2025 | Feb 12, 2026 |
| FIRST UNITED BANK & TRUST | History | Reduced | 730 | 45 | 0.01% | 0.01% | 458 | -50 | -6.41% | Q4 2025 | Jan 21, 2026 |
| Key FInancial Inc | History | Added to | 714 | 44 | 0.01% | 0.01% | 459 | +1 | 0.14% | Q4 2025 | Feb 09, 2026 |
| SIMPLEX TRADING, LLC | History | New | 696 | 43 | 0.0% | — | 460 | +696 | New | Q4 2025 | Feb 11, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 684 | 42 | 0.0% | 0.0% | 461 | -8 | -1.16% | Q4 2025 | Jan 13, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 666 | 41 | 0.01% | 0.01% | 462 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 650 | 40 | 0.01% | 0.01% | 463 | -54 | -7.67% | Q4 2025 | Jan 23, 2026 |
| Balentine LLC | History | No change | 654 | 40 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 628 | 39 | 0.0% | — | 466 | +628 | New | Q4 2025 | Jan 30, 2026 |
| Clearstead Advisors, LLC | History | No change | 633 | 39 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Golden State Wealth Management, LLC | History | No change | 640 | 39 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BALLAST ADVISORS LLC | History | No change | 630 | 39 | 0.01% | 0.01% | 468 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Added to | 626 | 38 | 0.01% | 0.01% | 469 | +170 | 37.28% | Q4 2025 | Feb 17, 2026 |
| Merrithew & Thorsten Inc | History | New | 601 | 37 | 0.04% | — | 474 | +601 | New | Q4 2025 | Feb 03, 2026 |
| United Financial Planning Group LLC | History | Added to | 600 | 37 | 0.02% | 0.01% | 473 | +549 | 1076.47% | Q4 2025 | Feb 11, 2026 |
| Princeton Global Asset Management LLC | History | No change | 600 | 37 | 0.01% | 0.01% | 470 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 600 | 37 | 0.1% | 0.1% | 471 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ORG Wealth Partners, LLC | History | No change | 610 | 37 | 0.01% | 0.01% | 472 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 564 | 35 | 0.01% | — | 475 | +564 | New | Q4 2025 | Feb 09, 2026 |
| Copia Wealth Management | History | No change | 564 | 35 | 0.03% | 0.02% | 476 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Reduced | 537 | 33 | 0.01% | 0.01% | 477 | -36 | -6.28% | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | No change | 516 | 32 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 519 | 32 | 0.02% | 0.02% | 479 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Modus Advisors, LLC | History | New | 480 | 29 | 0.01% | — | 480 | +480 | New | Q4 2025 | Feb 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 459 | 28 | 0.0% | — | 482 | +459 | New | Q4 2025 | Jan 21, 2026 |
| Colonial Trust Advisors | History | No change | 460 | 28 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| COUNTRY TRUST BANK | History | No change | 450 | 27 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 450 | 27 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 450 | 27 | 0.01% | 0.01% | 485 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Reduced | 427 | 26 | 0.01% | 0.01% | 486 | -42 | -8.96% | Q4 2025 | Feb 05, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 416 | 25 | 0.0% | 0.0% | 487 | +6 | 1.46% | Q4 2025 | Jan 23, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 382 | 24 | 0.02% | — | 491 | +382 | New | Q4 2025 | Feb 12, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 386 | 24 | 0.0% | 0.0% | 489 | +200 | 107.53% | Q4 2025 | Jan 26, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 397 | 24 | 0.0% | 0.0% | 490 | -8 | -1.98% | Q4 2025 | Feb 05, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 390 | 24 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Monetary Solutions, Ltd | History | New | 370 | 22 | 0.02% | — | 497 | +370 | New | Q4 2025 | Feb 23, 2026 |
| ORG Partners LLC | History | Added to | 360 | 22 | 0.0% | 0.0% | 496 | +170 | 89.47% | Q4 2025 | Jan 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 357 | 22 | 0.0% | 0.0% | 492 | +1 | 0.28% | Q4 2025 | Feb 10, 2026 |
| North Star Investment Management Corp. | History | No change | 360 | 22 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 360 | 22 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 362 | 22 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Archer Investment Corp | History | No change | 336 | 20 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | Reduced | 320 | 19 | 0.0% | 0.0% | 500 | -100 | -23.81% | Q4 2025 | Feb 13, 2026 |
| NBT BANK N A /NY | History | Added to | 62 | 19 | 0.0% | 0.0% | 499 | +2 | 3.33% | Q4 2025 | Jan 23, 2026 |
| Sunrise Financial Services, LLC | History | New | 276 | 17 | 0.01% | — | 502 | +276 | New | Q4 2025 | Feb 11, 2026 |
| Gen-Wealth Partners Inc | History | No change | 277 | 17 | 0.01% | 0.01% | 501 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | New | 260 | 16 | 0.0% | — | 503 | +260 | New | Q4 2025 | Feb 12, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 240 | 14 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SHP Wealth Management | History | New | 206 | 12 | 0.0% | — | 506 | +206 | New | Q4 2025 | Mar 04, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 197 | 12 | 0.01% | 0.0% | 507 | +141 | 251.79% | Q4 2025 | Feb 05, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 200 | 12 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 189 | 11 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Financial Freedom, LLC | History | No change | 166 | 10 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 150 | 9 | 0.0% | 0.02% | 511 | -600 | -80.0% | Q4 2025 | Jan 20, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 155 | 9 | 0.0% | 0.0% | 510 | -92 | -37.25% | Q4 2025 | Feb 02, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 151 | 9 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Imprint Wealth LLC | History | No change | 150 | 9 | 0.04% | 0.03% | 513 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ancora Advisors LLC | History | Reduced | 127 | 7 | 0.0% | 0.0% | 514 | -227 | -64.12% | Q4 2025 | Feb 17, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 120 | 7 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 125 | 7 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 120 | 7 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Aventura Private Wealth, LLC | History | No change | 126 | 7 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 102 | 6 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 102 | 6 | 0.0% | 0.0% | 520 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Costello Asset Management, INC | History | No change | 100 | 6 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Realta Investment Advisors | History | No change | 100 | 6 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| City State Bank | History | No change | 105 | 6 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Horizon Investments, LLC | History | New | 86 | 5 | 0.0% | — | 524 | +86 | New | Q4 2025 | Feb 02, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 67 | 4 | 0.0% | — | 526 | +67 | New | Q4 2025 | Feb 09, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 70 | 4 | 0.0% | 0.0% | 525 | -30 | -30.0% | Q4 2025 | Feb 09, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 50 | 3 | 0.0% | 0.0% | 529 | -370 | -88.1% | Q4 2025 | Feb 13, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 61 | 3 | 0.0% | — | 532 | +61 | New | Q4 2025 | Feb 10, 2026 |
| CDKV HOLDINGS LLC | History | New | 61 | 3 | 0.0% | — | 533 | +61 | New | Q4 2025 | Feb 17, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 60 | 3 | 0.0% | 0.0% | 531 | -1 | -1.64% | Q4 2025 | Feb 10, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | No change | 51 | 3 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Perkins Coie Trust Co | History | No change | 63 | 3 | 0.0% | 0.0% | 528 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Wealth Watch Advisors, INC | History | No change | 60 | 3 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Avion Wealth | History | No change | 38 | 2 | 0.0% | 0.0% | 534 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 42 | 2 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 20 | 1 | 0.0% | 0.05% | 538 | -7,204 | -99.72% | Q4 2025 | Feb 06, 2026 |
| Fairway Wealth LLC | History | New | 30 | 1 | 0.0% | — | 541 | +30 | New | Q4 2025 | Jan 28, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 18 | 1 | 0.0% | 0.0% | 542 | -18 | -50.0% | Q4 2025 | Feb 18, 2026 |
| Bangor Savings Bank | History | No change | 31 | 1 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 537 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 30 | 1 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Nan Shan Life Insurance Co., Ltd. | History | Closed out | 0 | 0 | — | 0.32% | — | -248,710 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Millington Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 2.71% | — | -94,810 | -100.0% | Q3 2025 | Oct 30, 2025 |
| ALLIANCEBERNSTEIN L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -66,693 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -25,552 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -15,976 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -12,766 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Aspen Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 0.39% | — | -11,664 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Weiss Asset Management LP | History | Closed out | 0 | 0 | — | 0.17% | — | -8,322 | -100.0% | Q3 2025 | Feb 17, 2026 |
| GC Wealth Management RIA, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,555 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Advantage Trust Co | History | Closed out | 0 | 0 | — | 0.19% | — | -7,140 | -100.0% | Q3 2025 | Nov 03, 2025 |
| PFG Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -6,092 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Holistic Financial Partners | History | Closed out | 0 | 0 | — | 0.14% | — | -5,793 | -100.0% | Q3 2025 | Nov 07, 2025 |
| American Institute for Advanced Investment Management, LLP | History | Closed out | 0 | 0 | — | 0.19% | — | -4,890 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,281 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,165 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Cadent Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,747 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Ausdal Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,693 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Runnymede Capital Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.17% | — | -3,459 | -100.0% | Q3 2025 | Nov 05, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,353 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Martin Capital Advisors, LLP | History | Closed out | 0 | 0 | — | 0.12% | — | -3,353 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -3,060 | -100.0% | Q3 2025 | Oct 15, 2025 |
| ASHTON THOMAS SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,875 | -100.0% | Q3 2025 | Oct 27, 2025 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -960 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -810 | -100.0% | Q3 2025 | Oct 29, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -696 | -100.0% | Q3 2025 | Jan 12, 2026 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -646 | -100.0% | Q3 2025 | Oct 21, 2025 |
| HHM Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -238 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Dunhill Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -174 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -154 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -135 | -100.0% | Q3 2025 | Nov 13, 2025 |
| EASTERN BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -126 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Caitlin John, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Transamerica Financial Advisors, LLC | History | Reduced | 1 | 0 | — | — | — | -2 | -66.67% | Q4 2025 | Feb 13, 2026 |
| Kingdom Financial Group LLC. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 06, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| First Pacific Financial | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Bernard Wealth Management Corp. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |