iSHARES TRUST - IJT

Detailed investor-level table based on 13F positions.

Early Q1 2026 data: only 16 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025

13D/13G major owners: Ownership tab.

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	Reduced	3,096,109	437,046	0.03%	0.03%	1	-82,613	-2.6%	Q4 2025	Feb 13, 2026
BANK OF AMERICA CORP /DE/	History	Added to	2,026,713	286,090	0.02%	0.02%	2	+4,801	0.24%	Q4 2025	Feb 17, 2026
FMR LLC	History	Added to	1,700,133	239,990	0.01%	0.01%	3	+111,896	7.05%	Q4 2025	Feb 17, 2026
WELLS FARGO & COMPANY/MN	History	Reduced	1,084,268	153,055	0.03%	0.03%	4	-28,853	-2.59%	Q4 2025	Feb 13, 2026
UBS Group AG	History	Reduced	1,053,146	148,662	0.02%	0.02%	5	-14,918	-1.4%	Q4 2025	Jan 29, 2026
LPL Financial LLC	History	Added to	957,106	135,105	0.04%	0.04%	6	+4,940	0.52%	Q4 2025	Feb 11, 2026
PNC FINANCIAL SERVICES GROUP, INC.	History	Reduced	884,191	124,812	0.07%	0.08%	7	-15,354	-1.71%	Q4 2025	Feb 06, 2026
BROWN ADVISORY INC	History	Added to	836,147	118,030	0.16%	0.1%	8	+299,807	55.9%	Q4 2025	Feb 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	History	Added to	832,893	117,571	0.07%	0.08%	9	+14,797	1.81%	Q4 2025	Feb 10, 2026
M&T BANK CORP	History	Reduced	536,272	75,700	0.24%	0.26%	10	-13,904	-2.53%	Q4 2025	Jan 30, 2026
RAYMOND JAMES FINANCIAL INC	History	Added to	470,217	66,375	0.02%	0.02%	11	+9,849	2.14%	Q4 2025	Feb 18, 2026
COMMONWEALTH EQUITY SERVICES, LLC	History	Reduced	469,215	66,234	0.09%	0.09%	12	-2,723	-0.58%	Q4 2025	Feb 12, 2026
JPMORGAN CHASE & CO	History	Added to	422,327	59,615	0.0%	0.0%	13	+9,717	2.36%	Q4 2025	Feb 11, 2026
HighTower Advisors, LLC	History	Added to	368,628	52,035	0.06%	0.06%	14	+4,571	1.26%	Q4 2025	Feb 06, 2026
GLENMEDE TRUST CO NA	History	New	353,595	49,913	0.24%	—	15	+353,595	New	Q4 2025	Feb 17, 2026
AMERIPRISE FINANCIAL INC	History	Reduced	337,788	47,692	0.01%	0.01%	16	-10,744	-3.08%	Q4 2025	Feb 17, 2026
ROYAL BANK OF CANADA	History	New	326,260	46,054	0.01%	—	17	+326,260	New	Q4 2025	Feb 17, 2026
Cerity Partners LLC	History	Reduced	275,933	38,951	0.06%	0.06%	18	-5,911	-2.1%	Q4 2025	Feb 11, 2026
Beaumont Financial Advisors, LLC	History	Added to	246,098	34,739	2.29%	2.23%	19	+10,779	4.58%	Q4 2025	Jan 16, 2026
MONETA GROUP INVESTMENT ADVISORS LLC	History	Reduced	227,365	32,094	0.24%	0.26%	20	-114	-0.05%	Q4 2025	Feb 12, 2026
JONES FINANCIAL COMPANIES LLLP	History	Added to	216,586	30,573	0.02%	0.02%	21	+12,336	6.04%	Q4 2025	Feb 17, 2026
AlphaCore Capital LLC	History	Added to	196,476	27,734	0.62%	0.0%	22	+196,400	258421.05%	Q4 2025	Feb 05, 2026
CAPTRUST FINANCIAL ADVISORS	History	Added to	192,600	27,187	0.05%	0.05%	23	+4,363	2.32%	Q4 2025	Feb 17, 2026
Mariner, LLC	History	Added to	182,217	25,721	0.03%	0.03%	24	+2,594	1.44%	Q4 2025	Feb 13, 2026
Focus Partners Wealth	History	Added to	177,485	25,053	0.03%	0.04%	25	+17,905	11.22%	Q4 2025	Feb 13, 2026
Heartwood Wealth Advisors LLC	History	Added to	175,275	24,741	2.28%	2.29%	26	+2,158	1.25%	Q4 2025	Jan 12, 2026
Cetera Investment Advisers	History	Added to	171,777	24,248	0.03%	0.03%	27	+3,764	2.24%	Q4 2025	Feb 17, 2026
Falcon Wealth Planning	History	Added to	168,054	23,722	2.0%	2.07%	28	+5,349	3.29%	Q4 2025	Feb 03, 2026
Schneider Downs Wealth Management Advisors, LP	History	Added to	159,516	22,517	2.54%	2.65%	29	+1,933	1.23%	Q4 2025	Feb 12, 2026
OSAIC HOLDINGS, INC.	History	Reduced	158,606	22,406	0.03%	0.03%	30	-8,899	-5.31%	Q4 2025	Feb 17, 2026
GHP Investment Advisors, Inc.	History	Reduced	157,685	22,258	0.92%	0.94%	31	-348	-0.22%	Q4 2025	Jan 27, 2026
ENVESTNET ASSET MANAGEMENT INC	History	Reduced	147,312	20,794	0.01%	0.01%	32	-135,838	-47.97%	Q4 2025	Feb 10, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC	History	Added to	138,390	19,535	0.24%	0.24%	33	+5,939	4.48%	Q4 2025	Jan 29, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC	History	Reduced	133,577	18,855	0.11%	0.14%	34	-7,248	-5.15%	Q4 2025	Feb 17, 2026
Arax Advisory Partners	History	New	132,074	18,643	0.54%	—	35	+132,074	New	Q4 2025	Feb 13, 2026
Rockefeller Capital Management L.P.	History	Reduced	131,675	18,587	0.03%	0.05%	36	-48,956	-27.1%	Q4 2025	Mar 16, 2026
TRUIST FINANCIAL CORP	History	Added to	131,308	18,535	0.02%	0.03%	37	+609	0.47%	Q4 2025	Feb 02, 2026
STIFEL FINANCIAL CORP	History	Reduced	130,570	18,432	0.02%	0.02%	38	-543	-0.41%	Q4 2025	Feb 13, 2026
Sterling Financial Planning, Inc.	History	Added to	128,848	18,188	5.48%	5.54%	39	+4,670	3.76%	Q4 2025	Jan 27, 2026
Pinnacle Financial Partners, Inc.	History	New	126,165	17,809	0.13%	—	40	+126,165	New	Q4 2025	Feb 18, 2026
Corient Private Wealth LLC	History	Added to	123,690	17,460	0.02%	0.01%	41	+74,816	153.08%	Q4 2025	Mar 09, 2026
Probity Advisors, Inc.	History	Added to	110,007	15,528	2.49%	2.5%	42	+919	0.84%	Q4 2025	Jan 27, 2026
Creative Planning	History	Added to	102,836	14,516	0.01%	0.01%	43	+420	0.41%	Q4 2025	Feb 17, 2026
Cassaday & Co Wealth Management LLC	History	Reduced	101,577	14,338	0.3%	0.34%	44	-1,484	-1.44%	Q4 2025	Feb 03, 2026
RTD Financial Advisors, Inc.	History	Reduced	99,847	14,094	1.72%	1.76%	45	-3,464	-3.35%	Q4 2025	Jan 27, 2026
Palisades Hudson Asset Management, L.P.	History	Reduced	98,284	13,874	5.38%	5.41%	46	-7,086	-6.72%	Q4 2025	Jan 30, 2026
INSPIRE TRUST CO, N.A.	History	Added to	98,000	13,833	2.27%	2.19%	47	+13,000	15.29%	Q4 2025	Feb 10, 2026
OPPENHEIMER ASSET MANAGEMENT INC.	History	Reduced	96,034	13,556	0.17%	0.15%	48	-1,697	-1.74%	Q4 2025	Feb 02, 2026
KEYBANK NATIONAL ASSOCIATION/OH	History	Added to	95,622	13,498	0.05%	0.05%	49	+502	0.53%	Q4 2025	Jan 30, 2026
Texas Yale Capital Corp.	History	No change	95,246	13,444	0.41%	0.42%	50	0	0.0%	Q4 2025	Feb 10, 2026
MAI Capital Management	History	Added to	94,834	13,386	0.08%	0.08%	51	+2,041	2.2%	Q4 2025	Feb 13, 2026
Equitable Holdings, Inc.	History	Added to	85,123	12,015	0.08%	0.08%	52	+5,323	6.67%	Q4 2025	Feb 17, 2026
One Capital Management, LLC	History	Reduced	84,228	11,889	0.36%	0.44%	53	-12,220	-12.67%	Q4 2025	Feb 10, 2026
REGIONS FINANCIAL CORP	History	New	81,245	11,468	0.07%	—	54	+81,245	New	Q4 2025	Jan 27, 2026
Cresset Asset Management, LLC	History	Added to	79,297	11,193	0.05%	0.05%	55	+2,900	3.8%	Q4 2025	Feb 17, 2026
TBH Global Asset Management, LLC	History	Added to	117,301	11,183	1.87%	0.11%	56	+113,339	2860.65%	Q4 2025	Jan 29, 2026
Lido Advisors, LLC	History	Added to	73,897	10,454	0.03%	0.03%	57	+3,341	4.74%	Q4 2025	Feb 10, 2026
GOLDMAN SACHS GROUP INC	History	Reduced	72,921	10,293	0.0%	0.0%	58	-999	-1.35%	Q4 2025	Mar 25, 2026
MML INVESTORS SERVICES, LLC	History	Added to	70,449	9,944	0.02%	0.02%	59	+4,384	6.64%	Q4 2025	Feb 13, 2026
Rodgers & Associates, LTD	History	Reduced	70,380	9,934	1.01%	1.06%	60	-2,436	-3.35%	Q4 2025	Jan 22, 2026
LAKE STREET PRIVATE WEALTH, LLC	History	Added to	70,154	9,903	1.21%	1.16%	61	+6,389	10.02%	Q4 2025	Jan 07, 2026
US BANCORP \DE\	History	Reduced	69,169	9,764	0.01%	0.01%	62	-1,383	-1.96%	Q4 2025	Jan 30, 2026
Financial Engines Advisors L.L.C.	History	Added to	68,872	9,721	0.02%	0.02%	63	+4,865	7.6%	Q4 2025	Feb 12, 2026
Capital Advisors, Ltd. LLC	History	Reduced	68,488	9,668	1.09%	1.1%	64	-398	-0.58%	Q4 2025	Jan 21, 2026
Cambridge Investment Research Advisors, Inc.	History	Added to	67,700	9,556	0.03%	0.03%	65	+1,630	2.47%	Q4 2025	Feb 05, 2026
FRANKLIN RESOURCES INC	History	Reduced	66,069	9,326	0.0%	0.0%	66	-5,240	-7.35%	Q4 2025	Feb 11, 2026
Steward Partners Investment Advisory, LLC	History	Reduced	65,635	9,264	0.05%	0.05%	67	-396	-0.6%	Q4 2025	Feb 12, 2026
Salomon & Ludwin, LLC	History	Reduced	63,522	9,158	0.81%	0.83%	68	-1,312	-2.02%	Q4 2025	Jan 28, 2026
Future Fund LLC	History	No change	64,211	9,064	2.87%	3.21%	69	0	0.0%	Q4 2025	Feb 10, 2026
PITTENGER & ANDERSON INC	History	No change	63,450	8,956	0.34%	0.33%	70	0	0.0%	Q4 2025	Feb 02, 2026
DEUTSCHE BANK AG\	History	No change	62,510	8,823	0.0%	0.0%	71	0	0.0%	Q4 2025	Feb 11, 2026
Kestra Advisory Services, LLC	History	Added to	59,534	8,403	0.03%	0.04%	72	+721	1.23%	Q4 2025	Feb 13, 2026
FIFTH THIRD BANCORP	History	Reduced	59,125	8,346	0.03%	0.03%	73	-833	-1.39%	Q4 2025	Feb 02, 2026
Baird Financial Group, Inc.	History	Added to	58,935	8,319	0.01%	0.01%	74	+4,903	9.07%	Q4 2025	Feb 13, 2026
Newton One Investments LLC	History	Reduced	56,548	7,982	2.35%	2.42%	75	-1,235	-2.14%	Q4 2025	Jan 23, 2026
JFS WEALTH ADVISORS, LLC	History	Added to	56,153	7,926	0.45%	0.46%	76	+43	0.08%	Q4 2025	Jan 14, 2026
Lee Financial Co	History	New	55,677	7,859	1.06%	—	77	+55,677	New	Q4 2025	Jan 22, 2026
Concurrent Investment Advisors, LLC	History	Added to	55,403	7,820	0.09%	0.13%	78	+1,261	2.33%	Q4 2025	Jan 29, 2026
Compound Planning, Inc.	History	Added to	54,289	7,663	0.22%	0.24%	79	+809	1.51%	Q4 2025	Feb 19, 2026
Ifrah Financial Services, Inc.	History	Reduced	52,923	7,470	1.92%	1.95%	80	-131	-0.25%	Q4 2025	Jan 22, 2026
Bank of New York Mellon Corp	History	Added to	52,878	7,464	0.0%	0.0%	81	+5,493	11.59%	Q4 2025	Feb 10, 2026
BNP PARIBAS FINANCIAL MARKETS	History	Added to	51,467	7,265	0.0%	0.0%	82	+867	1.71%	Q4 2025	Feb 10, 2026
FORTRESS FINANCIAL GROUP, LLC	History	Added to	51,334	7,246	5.35%	5.07%	83	+4,579	9.79%	Q4 2025	Jan 23, 2026
Sigma Planning Corp	History	Added to	49,040	7,077	0.2%	0.19%	84	+1,439	3.02%	Q4 2025	Jan 30, 2026
UMB Bank, n.a.	History	Reduced	49,238	6,950	0.09%	0.11%	85	-2,060	-4.02%	Q4 2025	Feb 13, 2026
NBT BANK N A /NY	History	Added to	3,565	6,598	0.43%	0.44%	86	+111	3.21%	Q4 2025	Jan 23, 2026
Clayton Financial Group LLC	History	Added to	46,091	6,506	3.32%	4.64%	87	+1,187	2.64%	Q4 2025	Jan 21, 2026
Chicago Partners Investment Group LLC	History	Added to	43,046	6,449	0.16%	0.16%	88	+977	2.32%	Q4 2025	Jan 28, 2026
MERCER GLOBAL ADVISORS INC /ADV	History	Reduced	44,434	6,272	0.01%	0.01%	89	-13,536	-23.35%	Q4 2025	Feb 18, 2026
Cottage Street Advisors LLC	History	Reduced	44,260	6,247	2.64%	2.7%	90	-697	-1.55%	Q4 2025	Jan 26, 2026
SOA Wealth Advisors, LLC.	History	Reduced	43,897	6,196	1.05%	1.12%	91	-2,452	-5.29%	Q4 2025	Jan 20, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP	History	Added to	42,984	6,067	0.0%	0.0%	92	+7,532	21.25%	Q4 2025	Feb 17, 2026
LEVEL FOUR ADVISORY SERVICES, LLC	History	No change	42,522	6,002	0.2%	0.21%	93	0	0.0%	Q4 2025	Feb 13, 2026
BOKF, NA	History	Reduced	41,195	5,815	0.09%	0.09%	94	-2,599	-5.93%	Q4 2025	Feb 03, 2026
Baltimore-Washington Financial Advisors, Inc.	History	Reduced	41,089	5,800	0.24%	0.26%	95	-2,462	-5.65%	Q4 2025	Feb 13, 2026
Azimuth Capital Investment Management LLC	History	Reduced	40,970	5,783	0.21%	0.21%	96	-500	-1.21%	Q4 2025	Feb 12, 2026
Belpointe Asset Management LLC	History	Reduced	40,951	5,780	0.21%	0.47%	97	-45,947	-52.87%	Q4 2025	Jan 27, 2026
Centerpoint Advisors, LLC	History	Reduced	40,748	5,752	1.77%	1.81%	98	-448	-1.09%	Q4 2025	Feb 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	History	Reduced	38,120	5,573	0.01%	0.01%	99	-2,695	-6.6%	Q4 2025	Jan 08, 2026
Sanctuary Advisors, LLC	History	Added to	39,123	5,522	0.03%	0.02%	100	+5,576	16.62%	Q4 2025	Jan 29, 2026
Mill Creek Capital Advisors, LLC	History	Added to	38,747	5,469	0.11%	0.11%	101	+3	0.01%	Q4 2025	Feb 13, 2026
Sowell Financial Services LLC	History	Added to	38,261	5,400	0.2%	0.17%	102	+6,739	21.38%	Q4 2025	Jan 21, 2026
COMERICA BANK	History	Reduced	38,194	5,391	0.02%	0.02%	103	-341	-0.88%	Q4 2025	Jan 29, 2026
Accretive Wealth Partners, LLC	History	Reduced	37,277	5,262	1.56%	1.63%	104	-527	-1.39%	Q4 2025	Jan 28, 2026
Private Advisor Group, LLC	History	Added to	36,851	5,201	0.02%	0.03%	105	+208	0.57%	Q4 2025	Feb 17, 2026
Asset Management Group, Inc.	History	Reduced	35,804	5,054	0.82%	0.83%	106	-154	-0.43%	Q4 2025	Feb 17, 2026
Arkadios Wealth Advisors	History	Added to	34,984	4,938	0.1%	0.06%	107	+18,733	115.27%	Q4 2025	Feb 13, 2026
Sunbelt Securities, Inc.	History	Reduced	34,871	4,922	0.33%	0.35%	108	-725	-2.04%	Q4 2025	Feb 20, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC	History	Reduced	34,863	4,921	1.18%	1.22%	109	-729	-2.05%	Q4 2025	Jan 29, 2026
BANK OF MONTREAL /CAN/	History	Added to	34,550	4,877	0.0%	0.0%	110	+252	0.73%	Q4 2025	Feb 12, 2026
PEAPACK GLADSTONE FINANCIAL CORP	History	Added to	34,176	4,824	0.06%	0.06%	111	+2,891	9.24%	Q4 2025	Feb 10, 2026
CWM, LLC	History	Added to	34,040	4,805	0.01%	0.0%	112	+25,893	317.82%	Q4 2025	Jan 26, 2026
First Citizens Financial Corp	History	Added to	33,185	4,684	2.31%	2.32%	113	+35	0.11%	Q4 2025	Jan 06, 2026
Veratis Advisors, Inc.	History	New	30,499	4,653	3.68%	—	114	+30,499	New	Q4 2025	Feb 18, 2026
May Barnhard Investments LLC	History	Reduced	32,428	4,577	2.16%	2.3%	115	-2,624	-7.49%	Q4 2025	Jan 28, 2026
Beacon Pointe Advisors, LLC	History	Added to	32,370	4,569	0.03%	0.01%	116	+26,086	415.12%	Q4 2025	Feb 18, 2026
Wilmington Savings Fund Society, FSB	History	Reduced	31,037	4,381	0.1%	0.11%	117	-1,407	-4.34%	Q4 2025	Feb 12, 2026
San Luis Wealth Advisors LLC	History	Added to	30,813	4,349	0.73%	0.75%	118	+1,515	5.17%	Q4 2025	Jan 26, 2026
Guidance Point Advisors, LLC	History	Reduced	30,411	4,294	1.0%	1.07%	119	-942	-3.0%	Q4 2025	Feb 11, 2026
NORTHERN TRUST CORP	History	Reduced	29,980	4,231	0.0%	0.0%	120	-25,134	-45.6%	Q4 2025	Feb 17, 2026
Neumann Capital Management, LLC	History	Added to	29,960	4,229	1.22%	1.21%	121	+650	2.22%	Q4 2025	Jan 14, 2026
Janney Montgomery Scott LLC	History	Added to	29,657	4,186	0.01%	0.01%	122	+582	2.0%	Q4 2025	Feb 11, 2026
Independence Financial Advisors, LLC	History	Added to	29,449	4,157	1.14%	1.22%	123	+1,110	3.92%	Q4 2025	Jan 15, 2026
MMA ASSET MANAGEMENT LLC	History	Added to	29,445	4,156	1.48%	1.34%	124	+986	3.46%	Q4 2025	Feb 03, 2026
NATIXIS ADVISORS, LLC	History	Added to	29,142	4,114	0.01%	0.01%	125	+1,867	6.85%	Q4 2025	Feb 10, 2026
COURIER CAPITAL LLC	History	Added to	29,011	4,095	0.23%	0.23%	126	+976	3.48%	Q4 2025	Jan 29, 2026
GREENLEAF TRUST	History	Reduced	29,014	4,095	0.04%	0.04%	127	-572	-1.93%	Q4 2025	Jan 21, 2026
LTG Capital LLC	History	Reduced	29,016	4,095	3.19%	3.27%	128	-338	-1.15%	Q4 2025	Feb 11, 2026
Crestwood Advisors Group, LLC	History	Added to	27,119	3,828	0.06%	0.06%	129	+2,000	7.96%	Q4 2025	Feb 03, 2026
PINNACLE ASSOCIATES LTD	History	Reduced	26,229	3,702	0.05%	0.05%	130	-61	-0.23%	Q4 2025	Feb 05, 2026
Stone Wealth Partners	History	New	26,093	3,683	3.28%	—	132	+26,093	New	Q4 2025	Feb 24, 2026
PARK AVENUE SECURITIES LLC	History	Added to	26,089	3,683	0.03%	0.02%	131	+9,098	53.55%	Q4 2025	Jan 05, 2026
Integrated Wealth Concepts LLC	History	Reduced	25,969	3,665	0.04%	0.03%	133	-1,670	-6.04%	Q4 2025	Feb 13, 2026
NewEdge Advisors, LLC	History	Added to	25,955	3,663	0.01%	0.01%	134	+4,808	22.74%	Q4 2025	Feb 18, 2026
BFSG, LLC	History	Added to	25,742	3,633	0.35%	0.34%	135	+581	2.31%	Q4 2025	Jan 22, 2026
Pathstone Holdings, LLC	History	New	25,726	3,631	0.01%	—	136	+25,726	New	Q4 2025	Feb 13, 2026
1834 INVESTMENT ADVISORS CO	History	Reduced	25,271	3,567	0.45%	0.46%	137	-1,427	-5.34%	Q4 2025	Jan 29, 2026
FIRST HORIZON CORP	History	Reduced	25,000	3,529	0.16%	0.17%	138	-33	-0.13%	Q4 2025	Jan 27, 2026
TOBIAS FINANCIAL ADVISORS, INC.	History	Reduced	23,875	3,370	0.48%	0.52%	139	-350	-1.44%	Q4 2025	Feb 13, 2026
PACIFIC SUN FINANCIAL CORP	History	Reduced	23,473	3,313	1.6%	1.63%	140	-370	-1.55%	Q4 2025	Feb 05, 2026
HB Wealth Management, LLC	History	Added to	23,439	3,308	0.02%	0.02%	141	+5,885	33.53%	Q4 2025	Jan 28, 2026
Ascension Capital Advisors, Inc.	History	New	23,373	3,299	1.13%	—	142	+23,373	New	Q4 2025	Feb 10, 2026
M1 Capital Management LLC	History	Reduced	23,152	3,268	1.36%	1.5%	143	-1,353	-5.52%	Q4 2025	Feb 13, 2026
Baring Financial LLC	History	Added to	22,995	3,246	1.98%	2.01%	144	+2,109	10.1%	Q4 2025	Jan 07, 2026
BKM Wealth Management, LLC	History	Added to	22,727	3,208	1.17%	1.18%	145	+197	0.87%	Q4 2025	Jan 29, 2026
&PARTNERS	History	Added to	22,654	3,197	0.02%	0.01%	146	+10,102	80.48%	Q4 2025	Feb 17, 2026
Trail Ridge Investment Advisors, LLC	History	Added to	21,423	3,024	1.3%	1.32%	147	+563	2.7%	Q4 2025	Jan 28, 2026
VICTORY FINANCIAL GROUP, LLC	History	Reduced	21,366	3,016	0.38%	0.43%	148	-585	-2.67%	Q4 2025	Jan 15, 2026
ALLIANCEBERNSTEIN L.P.	History	Added to	21,085	2,976	0.0%	0.0%	149	+139	0.66%	Q4 2025	Feb 17, 2026
Savant Capital, LLC	History	Reduced	21,029	2,968	0.02%	0.02%	150	-1,272	-5.7%	Q4 2025	Feb 10, 2026
Blue Edge Capital, LLC	History	Reduced	20,758	2,930	0.39%	0.45%	151	-1,760	-7.82%	Q4 2025	Feb 12, 2026
GREENUP STREET WEALTH MANAGEMENT LLC	History	Added to	20,677	2,918	0.42%	0.39%	152	+2,877	16.16%	Q4 2025	Jan 23, 2026
John A. Wolfe & Associates, Inc.	History	New	20,665	2,917	1.58%	—	153	+20,665	New	Q4 2025	Mar 16, 2026
HUNTINGTON NATIONAL BANK	History	Added to	20,364	2,874	0.02%	0.01%	154	+6,396	45.79%	Q4 2025	Feb 09, 2026
Novak & Powell Financial Services, Inc.	History	Added to	22,015	2,828	1.48%	0.89%	155	+10,025	83.61%	Q4 2025	Feb 10, 2026
Quotient Wealth Partners, LLC	History	Reduced	20,029	2,827	0.08%	0.09%	156	-2,028	-9.19%	Q4 2025	Jan 22, 2026
STEVENS CAPITAL PARTNERS	History	Added to	19,973	2,819	0.74%	0.78%	157	+1,408	7.58%	Q4 2025	Jan 27, 2026
ASSOCIATED BANC-CORP	History	Reduced	19,852	2,802	0.07%	0.08%	158	-363	-1.8%	Q4 2025	Feb 06, 2026
World Investment Advisors	History	Added to	19,536	2,757	0.04%	0.05%	159	+2,356	13.71%	Q4 2025	Mar 12, 2026
Broadview Financial Management, LLC	History	Reduced	19,455	2,746	1.84%	1.87%	160	-126	-0.64%	Q4 2025	Feb 13, 2026
Cypress Capital Management LLC (WY)	History	Reduced	19,333	2,729	2.53%	2.53%	161	-25	-0.13%	Q4 2025	Feb 09, 2026
DROMS STRAUSS ADVISORS INC /MO/ /ADV	History	Reduced	18,958	2,676	0.7%	0.79%	162	-422	-2.18%	Q4 2025	Feb 13, 2026
Asset Dedication, LLC	History	Added to	18,391	2,596	0.17%	0.17%	163	+983	5.65%	Q4 2025	Jan 26, 2026
MSH Capital Advisors LLC	History	No change	18,283	2,580	0.55%	0.69%	164	0	0.0%	Q4 2025	Feb 09, 2026
NorthRock Partners, LLC	History	Reduced	18,179	2,566	0.04%	0.05%	165	-406	-2.18%	Q4 2025	Feb 17, 2026
TD PRIVATE CLIENT WEALTH LLC	History	Reduced	17,786	2,510	0.05%	0.06%	166	-835	-4.48%	Q4 2025	Feb 05, 2026
Taylor Financial Group, Inc.	History	Added to	17,639	2,489	1.46%	1.43%	167	+79	0.45%	Q4 2025	Feb 06, 2026
HARBOR ADVISORY CORP /MA/	History	Reduced	17,217	2,430	0.74%	1.08%	168	-8,567	-33.23%	Q4 2025	Feb 06, 2026
Soltis Investment Advisors LLC	History	Added to	17,093	2,412	0.16%	0.16%	169	+770	4.72%	Q4 2025	Apr 02, 2026
Pathway Financial Advisors LLC	History	No change	16,404	2,398	0.3%	0.31%	170	0	0.0%	Q4 2025	Jan 14, 2026
Connecticut Wealth Management, LLC	History	No change	16,916	2,387	0.1%	0.11%	171	0	0.0%	Q4 2025	Feb 12, 2026
InvesTrust	History	Added to	16,897	2,385	0.92%	0.87%	172	+196	1.17%	Q4 2025	Jan 14, 2026
Ullmann Wealth Partners Group, LLC	History	Reduced	16,881	2,357	0.25%	0.26%	173	-192	-1.12%	Q4 2025	Feb 12, 2026
Lee-Kelleher Wealth Management	History	Added to	16,502	2,329	1.39%	1.42%	174	+165	1.01%	Q4 2025	Jan 14, 2026
Envestnet Portfolio Solutions, Inc.	History	Added to	16,080	2,269	0.01%	0.01%	175	+169	1.06%	Q4 2025	Feb 06, 2026
StoneX Group Inc.	History	Reduced	15,899	2,246	0.1%	0.11%	176	-1,236	-7.21%	Q4 2025	Feb 12, 2026
MidFirst Bank	History	New	15,713	2,218	0.18%	—	177	+15,713	New	Q4 2025	Feb 25, 2026
J.W. COLE ADVISORS, INC.	History	Added to	16,291	2,210	0.05%	0.04%	178	+372	2.34%	Q4 2025	Feb 11, 2026
Parallel Advisors, LLC	History	Reduced	15,529	2,192	0.04%	0.04%	179	-302	-1.91%	Q4 2025	Feb 11, 2026
Alvarez & Marsal Private Wealth Partners, LLC	History	New	15,098	2,131	0.41%	—	180	+15,098	New	Q4 2025	Feb 13, 2026
TIEMANN INVESTMENT ADVISORS, LLC	History	Added to	15,051	2,124	0.82%	0.77%	181	+740	5.17%	Q4 2025	Feb 13, 2026
FIRST MERCHANTS CORP	History	Reduced	14,741	2,080	0.08%	0.08%	182	-657	-4.27%	Q4 2025	Jan 12, 2026
Dominguez Wealth Management Solutions, Inc.	History	Added to	14,527	2,050	1.25%	1.23%	183	+739	5.36%	Q4 2025	Jan 15, 2026
Thomasville National Bank	History	Reduced	14,438	2,038	0.13%	0.13%	184	-95	-0.65%	Q4 2025	Jan 26, 2026
Orion Porfolio Solutions, LLC	History	Added to	14,316	2,020	0.01%	0.0%	185	+11,328	379.12%	Q4 2025	Feb 12, 2026
Farther Finance Advisors, LLC	History	Added to	14,277	2,015	0.02%	0.01%	186	+9,806	219.32%	Q4 2025	Jan 23, 2026
CITIGROUP INC	History	Added to	14,235	2,009	0.0%	0.0%	187	+177	1.26%	Q4 2025	Feb 13, 2026
Net Worth Advisory Group	History	Added to	14,008	1,977	0.4%	0.07%	188	+12,197	673.5%	Q4 2025	Jan 14, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC	History	Reduced	13,896	1,961	0.98%	1.12%	190	-1,986	-12.5%	Q4 2025	Jan 30, 2026
CITY HOLDING CO	History	Added to	13,894	1,961	0.24%	0.24%	189	+240	1.76%	Q4 2025	Jan 22, 2026
Ballentine Partners, LLC	History	No change	13,720	1,936	0.03%	0.03%	191	0	0.0%	Q4 2025	Feb 03, 2026
SONATA CAPITAL GROUP INC	History	Added to	13,710	1,935	0.7%	0.71%	192	+124	0.91%	Q4 2025	Jan 26, 2026
OneDigital Investment Advisors LLC	History	Added to	13,561	1,914	0.02%	0.02%	193	+265	1.99%	Q4 2025	Feb 13, 2026
White Lighthouse Investment Management Inc.	History	Reduced	12,820	1,809	0.25%	0.28%	194	-16	-0.12%	Q4 2025	Feb 09, 2026
BECKER CAPITAL MANAGEMENT INC	History	No change	12,801	1,806	0.05%	0.05%	195	0	0.0%	Q4 2025	Feb 13, 2026
Ironwood Financial, llc	History	Reduced	12,184	1,805	0.31%	0.32%	196	-729	-5.65%	Q4 2025	Jan 15, 2026
Prime Capital Investment Advisors, LLC	History	Reduced	12,706	1,793	0.02%	0.02%	197	-231	-1.79%	Q4 2025	Jan 21, 2026
PACIFIC FINANCIAL GROUP INC	History	Reduced	12,634	1,783	0.99%	1.38%	198	-563	-4.27%	Q4 2025	Feb 17, 2026
Advisory Services Network, LLC	History	Reduced	12,528	1,768	0.03%	0.03%	199	-160	-1.26%	Q4 2025	Feb 17, 2026
Columbia Bank	History	Added to	12,037	1,699	0.47%	0.46%	200	+428	3.69%	Q4 2025	Feb 13, 2026
VICUS CAPITAL	History	Reduced	12,002	1,694	0.13%	0.19%	201	-5,922	-33.04%	Q4 2025	Jan 22, 2026
OARSMAN CAPITAL, INC.	History	Reduced	11,945	1,686	0.22%	0.25%	202	-701	-5.54%	Q4 2025	Feb 13, 2026
AFT, FORSYTH & COMPANY, INC.	History	Added to	11,824	1,669	0.72%	0.8%	203	+9	0.08%	Q4 2025	Feb 13, 2026
Regal Investment Advisors LLC	History	Added to	11,741	1,657	0.1%	0.11%	204	+106	0.91%	Q4 2025	Feb 17, 2026
Sovereign Investment Advisors, LLC	History	Added to	11,649	1,644	0.41%	0.45%	205	+34	0.29%	Q4 2025	Feb 13, 2026
Cranbrook Wealth Management, LLC	History	Reduced	11,595	1,636	0.32%	0.34%	206	-260	-2.19%	Q4 2025	Jan 28, 2026
Vestmark Advisory Solutions, Inc.	History	Added to	11,547	1,629	0.02%	0.03%	207	+422	3.79%	Q4 2025	Feb 06, 2026
PSI Advisors, LLC	History	Reduced	11,492	1,622	0.41%	0.43%	208	-377	-3.18%	Q4 2025	Feb 09, 2026
Modera Wealth Management, LLC	History	Reduced	11,251	1,588	0.02%	0.02%	209	-109	-0.96%	Q4 2025	Jan 21, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	History	Reduced	11,234	1,585	0.08%	0.1%	210	-253	-2.2%	Q4 2025	Jan 26, 2026
BLAIR WILLIAM & CO/IL	History	Added to	11,182	1,578	0.0%	0.0%	211	+707	6.75%	Q4 2025	Feb 17, 2026
Wealthspire Advisors, LLC	History	Reduced	11,169	1,576	0.01%	0.02%	212	-10,729	-49.0%	Q4 2025	Feb 13, 2026
EP Wealth Advisors, LLC	History	New	11,075	1,563	0.01%	—	213	+11,075	New	Q4 2025	Feb 18, 2026
Moors & Cabot, Inc.	History	Added to	10,908	1,539	0.07%	0.07%	214	+38	0.35%	Q4 2025	Feb 10, 2026
CIBC Private Wealth Group LLC	History	Added to	10,843	1,530	0.0%	0.0%	215	+210	1.97%	Q4 2025	Feb 12, 2026
Ritter Daniher Financial Advisory LLC / DE	History	Added to	10,727	1,514	0.25%	0.24%	216	+1,103	11.46%	Q4 2025	Feb 10, 2026
Allworth Financial LP	History	New	10,720	1,513	0.01%	—	217	+10,720	New	Q4 2025	Feb 05, 2026
Quantinno Capital Management LP	History	Added to	10,666	1,505	0.0%	0.0%	219	+3,052	40.08%	Q4 2025	Feb 17, 2026
FIRST HAWAIIAN BANK	History	Reduced	10,664	1,505	0.2%	0.22%	218	-1,264	-10.6%	Q4 2025	Jan 05, 2026
WHITTIER TRUST CO	History	Reduced	10,285	1,503	0.02%	0.02%	220	-9	-0.09%	Q4 2025	Jan 26, 2026
LGL PARTNERS, LLC	History	Added to	10,576	1,492	0.64%	0.64%	221	+31	0.29%	Q4 2025	Feb 09, 2026
WHITTIER TRUST CO OF NEVADA INC	History	No change	9,994	1,461	0.03%	0.03%	222	0	0.0%	Q4 2025	Jan 26, 2026
Crusonia Wealth Advisors LLC	History	New	10,316	1,456	0.32%	—	223	+10,316	New	Q4 2025	Feb 18, 2026
WESBANCO BANK INC	History	Reduced	10,278	1,450	0.04%	0.04%	224	-450	-4.19%	Q4 2025	Feb 03, 2026
ALESCO ADVISORS LLC	History	No change	10,230	1,444	0.04%	0.04%	225	0	0.0%	Q4 2025	Jan 28, 2026
INTEGRITY ALLIANCE, LLC.	History	New	10,184	1,437	0.05%	—	226	+10,184	New	Q4 2025	Feb 09, 2026
IHT Wealth Management, LLC	History	Added to	10,139	1,431	0.03%	0.03%	227	+1,762	21.03%	Q4 2025	Feb 17, 2026
Beaumont Asset Management, L.L.C.	History	Reduced	9,973	1,407	0.7%	0.73%	228	-295	-2.87%	Q4 2025	Jan 21, 2026
AQR CAPITAL MANAGEMENT LLC	History	Reduced	9,855	1,391	0.0%	0.0%	229	-358	-3.51%	Q4 2025	Feb 17, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	History	Reduced	9,767	1,378	0.0%	0.0%	230	-257	-2.56%	Q4 2025	Feb 13, 2026
Keenan, LLC	History	New	9,733	1,373	1.21%	—	231	+9,733	New	Q4 2025	Mar 04, 2026
MATHER GROUP, LLC.	History	Added to	9,564	1,350	0.01%	0.01%	232	+546	6.05%	Q4 2025	Jan 13, 2026
Ashton Thomas Private Wealth, LLC	History	Reduced	9,453	1,334	0.03%	0.03%	233	-29	-0.31%	Q4 2025	Jan 29, 2026
Parkside Financial Bank & Trust	History	Added to	9,446	1,333	0.1%	0.09%	234	+902	10.56%	Q4 2025	Feb 13, 2026
MISSION WEALTH MANAGEMENT, LP	History	Added to	9,450	1,333	0.03%	0.02%	235	+638	7.24%	Q4 2025	Feb 05, 2026
Brookstone Capital Management	History	Reduced	8,967	1,265	0.01%	0.02%	236	-205	-2.24%	Q4 2025	Jan 15, 2026
McKinley Carter Wealth Services, Inc.	History	Reduced	8,955	1,264	0.07%	0.07%	237	-315	-3.4%	Q4 2025	Feb 06, 2026
WILLNER & HELLER, LLC	History	Reduced	8,954	1,264	0.91%	0.98%	238	-43	-0.48%	Q4 2025	Jan 12, 2026
U.S. Capital Wealth Advisors, LLC	History	Reduced	8,719	1,230	0.03%	0.03%	239	-335	-3.7%	Q4 2025	Jan 23, 2026
Ruggaard & Associates LLC	History	No change	8,612	1,215	0.48%	0.46%	240	0	0.0%	Q4 2025	Feb 20, 2026
Financial Alternatives, Inc	History	Added to	8,407	1,186	0.69%	0.71%	241	+143	1.73%	Q4 2025	Feb 04, 2026
Bragg Financial Advisors, Inc	History	Added to	8,311	1,173	0.04%	0.04%	242	+3	0.04%	Q4 2025	Feb 13, 2026
Peregrine Asset Advisers, Inc.	History	Reduced	8,167	1,152	0.33%	0.35%	243	-149	-1.79%	Q4 2025	Feb 02, 2026
ROSENBLUM SILVERMAN SUTTON S F INC /CA	History	Reduced	8,127	1,147	0.27%	0.26%	244	-45	-0.55%	Q4 2025	Feb 13, 2026
BlackRock, Inc.	History	Added to	8,067	1,138	0.0%	0.0%	245	+1,808	28.89%	Q4 2025	Feb 12, 2026
Wealthcare Advisory Partners LLC	History	Added to	7,927	1,118	0.02%	0.02%	246	+67	0.85%	Q4 2025	Jan 14, 2026
COMMERCE BANK	History	No change	7,807	1,102	0.01%	0.01%	247	0	0.0%	Q4 2025	Feb 13, 2026
Midwest Trust Co	History	Reduced	7,785	1,098	0.01%	0.01%	249	-161	-2.03%	Q4 2025	Feb 04, 2026
Capital Square, LLC	History	Added to	7,785	1,098	0.56%	0.56%	248	+8	0.1%	Q4 2025	Feb 13, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC	History	Reduced	7,617	1,075	0.24%	0.26%	250	-186	-2.38%	Q4 2025	Jan 12, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	History	Added to	7,583	1,070	0.01%	0.0%	251	+2,369	45.44%	Q4 2025	Feb 11, 2026
TIAA TRUST, NATIONAL ASSOCIATION	History	Reduced	7,568	1,068	0.0%	0.0%	252	-29	-0.38%	Q4 2025	Feb 11, 2026
Quadcap Wealth Management, LLC	History	Added to	7,533	1,063	0.12%	0.13%	253	+18	0.24%	Q4 2025	Jan 29, 2026
HUTCHINSON CAPITAL MANAGEMENT/CA	History	No change	7,465	1,053	0.18%	0.18%	254	0	0.0%	Q4 2025	Feb 09, 2026
FIFTH THIRD SECURITIES, INC.	History	Added to	7,413	1,046	0.07%	0.07%	255	+1	0.01%	Q4 2025	Jan 23, 2026
JNBA Financial Advisors	History	Reduced	7,370	1,040	0.09%	0.1%	256	-44	-0.59%	Q4 2025	Jan 26, 2026
Glass Jacobson Investment Advisors llc	History	Reduced	7,271	1,026	0.37%	0.39%	257	-350	-4.59%	Q4 2025	Jan 22, 2026
VestGen Advisors, LLC	History	Reduced	7,270	1,026	0.04%	0.03%	258	-41	-0.56%	Q4 2025	Feb 17, 2026
Acropolis Investment Management, LLC	History	Reduced	7,202	1,016	0.05%	0.05%	259	-111	-1.52%	Q4 2025	Jan 14, 2026
Waverly Advisors, LLC	History	Reduced	7,177	1,013	0.01%	0.01%	260	-31	-0.43%	Q4 2025	Feb 17, 2026
Merit Financial Group, LLC	History	Added to	7,132	1,006	0.01%	0.01%	261	+1,714	31.64%	Q4 2025	Jan 26, 2026
STEPHENS INC /AR/	History	Added to	7,066	997	0.01%	0.01%	262	+216	3.15%	Q4 2025	Feb 05, 2026
Paragon Private Wealth Management, LLC	History	Reduced	7,054	995	0.31%	0.4%	263	-1,642	-18.88%	Q4 2025	Feb 11, 2026
Clearstead Advisors, LLC	History	Reduced	7,020	990	0.01%	0.01%	264	-447	-5.99%	Q4 2025	Feb 09, 2026
Prospect Financial Services LLC	History	Reduced	7,004	988	0.57%	0.58%	265	-143	-2.0%	Q4 2025	Feb 06, 2026
Stratos Wealth Partners, LTD.	History	Reduced	6,994	987	0.01%	0.01%	266	-285	-3.92%	Q4 2025	Jan 20, 2026
Hurley Capital, LLC	History	Reduced	6,943	980	0.55%	0.55%	267	-24	-0.34%	Q4 2025	Feb 17, 2026
Key FInancial Inc	History	Added to	6,916	976	0.18%	0.18%	268	+35	0.51%	Q4 2025	Feb 09, 2026
Essex Financial Services, Inc.	History	Reduced	6,851	967	0.06%	0.06%	269	-386	-5.33%	Q4 2025	Feb 10, 2026
TRITONPOINT WEALTH, LLC	History	Added to	6,833	964	0.1%	0.07%	270	+936	15.87%	Q4 2025	Jan 20, 2026
EFG International AG	History	New	6,792	958	0.02%	—	271	+6,792	New	Q4 2025	Feb 17, 2026
DAYMARK WEALTH PARTNERS, LLC	History	Added to	6,783	957	0.03%	0.03%	272	+19	0.28%	Q4 2025	Jan 12, 2026
JANE STREET GROUP, LLC	History	Reduced	6,715	947	0.0%	0.0%	273	-4,561	-40.45%	Q4 2025	Feb 12, 2026
Tannin Capital LLC	History	New	6,667	941	0.84%	—	274	+6,667	New	Q4 2025	Feb 17, 2026
IFP Advisors, Inc	History	Reduced	6,580	928	0.02%	0.03%	276	-2,515	-27.65%	Q4 2025	Feb 06, 2026
DAVENPORT & Co LLC	History	Reduced	6,581	928	0.0%	0.0%	275	-42	-0.63%	Q4 2025	Jan 12, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	History	No change	6,558	925	0.06%	0.06%	277	0	0.0%	Q4 2025	Jan 23, 2026
Joel Isaacson & Co., LLC	History	No change	6,546	924	0.03%	0.03%	278	0	0.0%	Q4 2025	Jan 30, 2026
HARBOR INVESTMENT ADVISORY, LLC	History	Added to	6,497	917	0.07%	0.01%	279	+5,305	445.05%	Q4 2025	Jan 07, 2026
FINANCIAL MANAGEMENT NETWORK INC	History	Added to	6,325	902	0.14%	0.15%	280	+2	0.03%	Q4 2025	Jan 08, 2026
FARMERS & MERCHANTS INVESTMENTS INC	History	Reduced	6,350	896	0.02%	0.03%	281	-110	-1.7%	Q4 2025	Feb 03, 2026
Christensen, King & Associates Investment Services, Inc.	History	Reduced	6,354	896	0.38%	0.39%	282	-34	-0.53%	Q4 2025	Jan 22, 2026
Kingsview Wealth Management, LLC	History	Added to	6,339	894	0.01%	0.01%	283	+24	0.38%	Q4 2025	Feb 09, 2026
Roberts Financial Services LLC	History	Reduced	6,323	892	0.28%	0.3%	284	-151	-2.33%	Q4 2025	Jan 23, 2026
DIVERSIFIED MANAGEMENT INC	History	New	6,172	871	0.2%	—	285	+6,172	New	Q4 2025	Jan 26, 2026
RICHARDS, MERRILL & PETERSON, INC.	History	Reduced	6,145	867	0.33%	0.38%	286	-100	-1.6%	Q4 2025	Jan 27, 2026
Fortitude Family Office, LLC	History	Added to	6,121	864	0.2%	0.23%	287	+61	1.01%	Q4 2025	Jan 15, 2026
JOHNSON INVESTMENT COUNSEL INC	History	No change	6,058	855	0.01%	0.01%	288	0	0.0%	Q4 2025	Feb 13, 2026
Finley Financial, LLC	History	No change	6,055	854	0.39%	0.4%	289	0	0.0%	Q4 2025	Jan 21, 2026
Global Retirement Partners, LLC	History	Added to	6,006	847	0.02%	0.02%	290	+46	0.77%	Q4 2025	Feb 06, 2026
Signature Equity Partners, LLC	History	New	5,999	846	0.47%	—	291	+5,999	New	Q4 2025	Feb 17, 2026
GUERRA PAN ADVISORS, LLC	History	Reduced	5,986	844	0.5%	0.53%	292	-194	-3.14%	Q4 2025	Jan 13, 2026
MCF Advisors LLC	History	Added to	5,966	842	0.05%	0.05%	293	+1	0.02%	Q4 2025	Feb 11, 2026
Hyundai Investments Co., Ltd.	History	New	5,854	838	0.82%	—	294	+5,854	New	Q4 2025	Feb 17, 2026
Patten Group, Inc.	History	Added to	5,922	835	0.15%	0.12%	295	+1,606	37.21%	Q4 2025	Jan 23, 2026
Transcendent Capital Group LLC	History	Added to	5,859	826	0.37%	0.31%	296	+893	17.98%	Q4 2025	Jan 26, 2026
Strategic Family Wealth Counselors, L.L.C.	History	Reduced	5,504	819	0.18%	0.2%	297	-8	-0.15%	Q4 2025	Feb 04, 2026
Legacy Trust	History	Reduced	5,800	818	0.15%	0.16%	298	-5	-0.09%	Q4 2025	Jan 22, 2026
PKS Advisory Services, LLC	History	Reduced	5,754	812	0.19%	0.17%	299	-107	-1.83%	Q4 2025	Feb 02, 2026
PRINCIPAL SECURITIES, INC.	History	Reduced	5,730	808	0.01%	0.01%	300	-287	-4.77%	Q4 2025	Feb 12, 2026
WealthShield Partners, LLC	History	Added to	5,710	806	0.09%	0.09%	301	+6	0.11%	Q4 2025	Feb 03, 2026
ASPIRIANT, LLC	History	Added to	5,653	797	0.02%	0.02%	302	+752	15.34%	Q4 2025	Jan 20, 2026
Private Advisory Group LLC	History	Reduced	5,653	797	0.06%	0.07%	303	-76	-1.33%	Q4 2025	Jan 15, 2026
Royal Fund Management, LLC	History	Added to	5,604	793	0.07%	0.05%	304	+2,644	89.32%	Q4 2025	Jan 15, 2026
FC Advisory LLC	History	Reduced	5,577	787	0.23%	0.23%	305	-20	-0.36%	Q4 2025	Jan 13, 2026
CARY STREET PARTNERS FINANCIAL LLC	History	Reduced	5,529	780	0.02%	0.02%	306	-1,241	-18.33%	Q4 2025	Feb 09, 2026
CITIZENS FINANCIAL GROUP INC/RI	History	Added to	5,503	776	0.01%	0.01%	307	+6	0.11%	Q4 2025	Jan 30, 2026
Montecito Bank & Trust	History	Reduced	5,463	771	0.12%	0.12%	308	-15	-0.27%	Q4 2025	Jan 09, 2026
MONEY CONCEPTS CAPITAL CORP	History	Added to	5,409	763	0.04%	0.05%	309	+226	4.36%	Q4 2025	Feb 04, 2026
Prospera Financial Services Inc	History	Reduced	5,365	758	0.01%	0.01%	310	-736	-12.06%	Q4 2025	Feb 09, 2026
RWA WEALTH PARTNERS, LLC	History	Added to	5,371	758	0.01%	0.01%	311	+48	0.9%	Q4 2025	Feb 12, 2026
Kendall Capital Management	History	No change	5,352	755	0.16%	0.17%	312	0	0.0%	Q4 2025	Jan 16, 2026
Simmons Bank	History	Added to	5,318	750	0.05%	0.04%	313	+734	16.01%	Q4 2025	Feb 05, 2026
CHOREO, LLC	History	Reduced	5,209	746	0.01%	0.01%	314	-72	-1.36%	Q4 2025	Jan 23, 2026
TAGStone Capital, Inc.	History	Added to	5,281	745	0.28%	0.3%	315	+12	0.23%	Q4 2025	Feb 10, 2026
Sequent Asset Management, LLC	History	Added to	5,249	741	0.33%	0.29%	316	+875	20.0%	Q4 2025	Feb 10, 2026
FULLER & THALER ASSET MANAGEMENT, INC.	History	New	5,240	739	0.0%	—	317	+5,240	New	Q4 2025	Feb 18, 2026
Signature Wealth Management Partners, LLC	History	Reduced	5,232	738	0.36%	0.41%	318	-283	-5.13%	Q4 2025	Feb 02, 2026
Destiny Capital Corp/CO	History	New	5,185	731	0.38%	—	319	+5,185	New	Q4 2025	Jan 23, 2026
NorthAvenue LLC	History	New	5,129	724	0.6%	—	320	+5,129	New	Q4 2025	Apr 02, 2026
ROVIN CAPITAL /UT/ /ADV	History	Added to	5,023	709	0.19%	0.16%	321	+659	15.1%	Q4 2025	Feb 09, 2026
Allen Investment Management, LLC	History	No change	5,000	705	0.01%	0.01%	322	0	0.0%	Q4 2025	Feb 10, 2026
Ellis Investment Partners, LLC	History	Reduced	4,983	703	0.12%	0.13%	323	-3	-0.06%	Q4 2025	Feb 02, 2026
VAUGHAN & Co SECURITIES, INC.	History	Reduced	4,940	697	0.36%	0.38%	324	-98	-1.95%	Q4 2025	Jan 28, 2026
Sequoia Financial Advisors, LLC	History	Added to	4,930	695	0.0%	0.0%	325	+2,038	70.47%	Q4 2025	Feb 03, 2026
Main Street Financial Solutions, LLC	History	No change	4,913	693	0.05%	0.04%	326	0	0.0%	Q4 2025	Feb 17, 2026
Apollon Wealth Management, LLC	History	Reduced	4,888	689	0.01%	0.01%	327	-151	-3.0%	Q4 2025	Jan 22, 2026
EXENCIAL WEALTH ADVISORS, LLC	History	Added to	4,846	684	0.02%	0.02%	328	+207	4.46%	Q4 2025	Jan 30, 2026
BRADLEY FOSTER & SARGENT INC/CT	History	Reduced	4,809	678	0.01%	0.01%	329	-188	-3.76%	Q4 2025	Feb 12, 2026
MIDLAND WEALTH ADVISORS, LLC	History	Reduced	4,796	677	0.04%	0.04%	331	-68	-1.4%	Q4 2025	Jan 26, 2026
Front Row Advisors LLC	History	No change	4,798	677	0.23%	0.23%	330	0	0.0%	Q4 2025	Feb 12, 2026
Principle Wealth Partners LLC	History	Reduced	4,789	675	0.04%	0.04%	332	-1	-0.02%	Q4 2025	Feb 06, 2026
Park Place Capital Corp	History	Reduced	4,775	674	0.14%	0.18%	333	-1,212	-20.24%	Q4 2025	Jan 09, 2026
Operose Advisors LLC	History	No change	4,770	673	0.16%	0.17%	334	0	0.0%	Q4 2025	Feb 10, 2026
NWAM LLC	History	Reduced	4,505	672	0.04%	0.03%	335	-8	-0.18%	Q4 2025	Feb 04, 2026
AWM CAPITAL, LLC	History	No change	4,718	665	0.06%	0.06%	336	0	0.0%	Q4 2025	Feb 17, 2026
Meramec Financial Planners, LLC	History	New	4,336	663	0.26%	—	337	+4,336	New	Q4 2025	Feb 10, 2026
SAXON INTERESTS, INC.	History	Added to	4,645	655	0.23%	0.21%	338	+837	21.98%	Q4 2025	Feb 13, 2026
Perfromance Wealth Partners, LLC	History	No change	4,622	652	0.02%	0.02%	339	0	0.0%	Q4 2025	Jan 21, 2026
FIRST TRUST ADVISORS LP	History	Added to	4,564	644	0.0%	0.0%	340	+24	0.53%	Q4 2025	Feb 13, 2026
Axis Wealth Partners, LLC	History	Added to	4,487	633	0.35%	0.29%	341	+999	28.64%	Q4 2025	Jan 30, 2026
Hickory Point Bank & Trust	History	No change	4,464	630	0.46%	0.47%	342	0	0.0%	Q4 2025	Jan 12, 2026
Meridian Wealth Management, LLC	History	Reduced	4,463	629	0.02%	0.02%	343	-92	-2.02%	Q4 2025	Feb 04, 2026
Callan Family Office, LLC	History	Added to	4,414	623	0.01%	0.02%	345	+479	12.17%	Q4 2025	Feb 12, 2026
Shoker Investment Counsel, Inc.	History	No change	4,415	623	0.18%	0.18%	344	0	0.0%	Q4 2025	Feb 04, 2026
Valeo Financial Advisors, LLC	History	Reduced	4,360	615	0.01%	0.02%	347	-460	-9.54%	Q4 2025	Feb 04, 2026
FAS Wealth Partners, Inc.	History	Added to	4,363	615	0.04%	0.04%	346	+7	0.16%	Q4 2025	Feb 18, 2026
Renasant Bank	History	Reduced	4,345	613	0.42%	0.49%	348	-1,159	-21.06%	Q4 2025	Jan 30, 2026
Wellspring Financial Advisors, LLC	History	Added to	4,347	613	0.05%	0.06%	349	+10	0.23%	Q4 2025	Feb 11, 2026
Krilogy Financial LLC	History	Reduced	4,076	612	0.02%	0.02%	351	-273	-6.28%	Q4 2025	Jan 27, 2026
Dana Investment Advisors, Inc.	History	No change	4,339	612	0.02%	0.02%	350	0	0.0%	Q4 2025	Feb 05, 2026
CALTON & ASSOCIATES, INC.	History	Added to	4,278	603	0.09%	0.09%	352	+2	0.05%	Q4 2025	Feb 10, 2026
OPPENHEIMER & CO INC	History	Reduced	4,206	593	0.01%	0.01%	353	-596	-12.41%	Q4 2025	Feb 02, 2026
D.A. DAVIDSON & CO.	History	Added to	4,133	583	0.0%	0.0%	354	+1,717	71.07%	Q4 2025	Jan 29, 2026
GREAT VALLEY ADVISOR GROUP, INC.	History	Reduced	4,134	583	0.01%	0.01%	355	-138	-3.23%	Q4 2025	Feb 12, 2026
Carl P. Sherr & Co., LLC	History	Reduced	3,929	580	0.26%	0.27%	356	-105	-2.6%	Q4 2025	Feb 09, 2026
Fragasso Financial Advisors Inc	History	Added to	4,094	577	0.03%	0.04%	357	+8	0.2%	Q4 2025	Jan 07, 2026
Capital Analysts, LLC	History	Reduced	4,074	575	0.02%	0.02%	358	-490	-10.74%	Q4 2025	Feb 11, 2026
Forbes Financial Planning, Inc.	History	Reduced	4,080	575	0.34%	0.41%	359	-355	-8.0%	Q4 2025	Jan 26, 2026
TRANSCEND CAPITAL ADVISORS, LLC	History	Reduced	4,071	574	0.04%	0.06%	360	-2,288	-35.98%	Q4 2025	Jan 23, 2026
Vickerman Investment Advisors, Inc.	History	Reduced	4,048	571	0.11%	0.12%	361	-14	-0.34%	Q4 2025	Feb 12, 2026
Western Wealth Management, LLC	History	Reduced	4,026	568	0.03%	0.03%	362	-53	-1.3%	Q4 2025	Feb 05, 2026
IEQ CAPITAL, LLC	History	No change	4,025	568	0.0%	0.0%	363	0	0.0%	Q4 2025	Feb 13, 2026
HANCOCK WHITNEY CORP	History	Added to	3,996	564	0.01%	0.01%	364	+142	3.68%	Q4 2025	Feb 17, 2026
IFG Advisory, LLC	History	Added to	3,974	560	0.02%	0.03%	365	+36	0.91%	Q4 2025	Feb 10, 2026
Godfrey Financial Associates, Inc.	History	New	3,951	557	0.48%	—	367	+3,951	New	Q4 2025	Feb 10, 2026
FULTON BANK, N.A.	History	Added to	3,952	557	0.02%	0.02%	366	+119	3.1%	Q4 2025	Jan 08, 2026
EVOKE WEALTH, LLC	History	Added to	3,927	554	0.01%	0.01%	368	+28	0.72%	Q4 2025	Feb 06, 2026
Traynor Capital Management, Inc.	History	No change	3,903	550	0.03%	0.03%	369	0	0.0%	Q4 2025	Jan 12, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC	History	Added to	3,879	547	0.01%	0.0%	370	+3,600	1290.32%	Q4 2025	Jan 22, 2026
Meridian Financial Advisors, LLC	History	Reduced	3,877	547	0.3%	0.33%	372	-251	-6.08%	Q4 2025	Jan 23, 2026
Sprinkle Financial Consultants LLC	History	Added to	3,880	547	0.28%	0.31%	371	+12	0.31%	Q4 2025	Jan 08, 2026
Cadence Bank	History	No change	3,811	537	0.03%	0.03%	373	0	0.0%	Q4 2025	Jan 30, 2026
Avidian Wealth Enterprises, LLC	History	Reduced	3,726	525	0.02%	0.02%	374	-179	-4.58%	Q4 2025	Feb 02, 2026
Everstar Asset Management, LLC	History	No change	3,675	518	0.28%	0.29%	375	0	0.0%	Q4 2025	Feb 05, 2026
One Day In July LLC	History	No change	3,643	514	0.04%	0.04%	376	0	0.0%	Q4 2025	Feb 04, 2026
Summit Financial, LLC	History	Reduced	3,626	511	0.01%	0.01%	377	-337	-8.5%	Q4 2025	Feb 13, 2026
Bangor Savings Bank	History	No change	3,613	510	0.04%	0.04%	378	0	0.0%	Q4 2025	Jan 16, 2026
Roble, Belko & Company, Inc	History	No change	3,530	498	0.07%	0.07%	379	0	0.0%	Q4 2025	Jan 12, 2026
Pitcairn Wealth Advisors LLC	History	New	3,500	494	0.04%	—	381	+3,500	New	Q4 2025	Feb 13, 2026
TCTC Holdings, LLC	History	No change	3,500	494	0.01%	0.01%	380	0	0.0%	Q4 2025	Feb 12, 2026
XTX Topco Ltd	History	Reduced	3,498	493	0.01%	0.03%	382	-6	-0.17%	Q4 2025	Feb 17, 2026
Plante Moran Financial Advisors, LLC	History	No change	3,492	492	0.03%	0.03%	383	0	0.0%	Q4 2025	Feb 05, 2026
CONGRESS ASSET MANAGEMENT CO	History	New	3,481	491	0.0%	—	384	+3,481	New	Q4 2025	Jan 09, 2026
WIREGRASS INVESTMENT MANAGEMENT LLC	History	New	3,464	488	0.41%	—	385	+3,464	New	Q4 2025	Feb 13, 2026
Rehmann Capital Advisory Group	History	Reduced	3,449	486	0.03%	0.03%	386	-934	-21.31%	Q4 2025	Mar 04, 2026
Bedel Financial Consulting, Inc.	History	No change	3,446	486	0.05%	0.06%	387	0	0.0%	Q4 2025	Jan 28, 2026
Glen Eagle Advisors, LLC	History	Added to	3,439	485	0.07%	0.06%	388	+425	14.1%	Q4 2025	Feb 13, 2026
Blackston Financial Advisory Group, LLC	History	Reduced	3,419	482	0.29%	0.34%	389	-675	-16.49%	Q4 2025	Feb 06, 2026
Betterment LLC	History	Added to	3,393	479	0.0%	0.0%	390	+274	8.78%	Q4 2025	Feb 12, 2026
BRIDGES INVESTMENT MANAGEMENT INC	History	Reduced	3,380	477	0.01%	0.01%	391	-1,283	-27.51%	Q4 2025	Feb 10, 2026
FLOW TRADERS U.S. LLC	History	Added to	3,343	472	0.02%	0.01%	392	+1,170	53.84%	Q4 2025	Feb 13, 2026
Dynamic Advisor Solutions LLC	History	No change	3,314	467	0.01%	0.01%	393	0	0.0%	Q4 2025	Jan 09, 2026
Trueblood Wealth Management, LLC	History	Added to	3,307	466	0.18%	0.18%	394	+8	0.24%	Q4 2025	Jan 21, 2026
CITADEL ADVISORS LLC	History	New	3,300	465	0.0%	—	395	+3,300	New	Q4 2025	Feb 17, 2026
Wedmont Private Capital	History	Reduced	3,190	463	0.02%	0.02%	396	-329	-9.35%	Q4 2025	Jan 08, 2026
Investmark Advisory Group LLC	History	Reduced	3,272	461	0.2%	0.2%	397	-10	-0.3%	Q4 2025	Jan 28, 2026
jvl associates llc	History	New	3,260	460	0.15%	—	398	+3,260	New	Q4 2025	Jan 09, 2026
ALLIUM FINANCIAL ADVISORS, LLC	History	No change	3,189	450	0.36%	0.37%	399	0	0.0%	Q4 2025	Feb 09, 2026
Clark Asset Management, LLC	History	New	3,173	447	0.05%	—	400	+3,173	New	Q4 2025	Jan 27, 2026
First Western Trust Bank	History	No change	3,158	445	0.02%	0.02%	401	0	0.0%	Q4 2025	Feb 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	History	Reduced	3,118	440	0.0%	0.0%	402	-28,876	-90.25%	Q4 2025	Feb 13, 2026
Neuberger Berman Group LLC	History	New	3,117	440	0.0%	—	403	+3,117	New	Q4 2025	Feb 13, 2026
Mutual Advisors, LLC	History	Reduced	3,108	438	0.01%	0.01%	404	-309	-9.04%	Q4 2025	Feb 02, 2026
Strategic Blueprint, LLC	History	Added to	3,100	437	0.03%	0.02%	405	+7	0.23%	Q4 2025	Jan 30, 2026
Atlantic Edge Private Wealth Management, LLC	History	No change	3,077	434	0.11%	0.11%	406	0	0.0%	Q4 2025	Jan 27, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC	History	Added to	2,926	433	0.02%	0.02%	407	+1	0.03%	Q4 2025	Feb 03, 2026
CONNABLE OFFICE INC	History	New	3,066	432	0.04%	—	408	+3,066	New	Q4 2025	Feb 03, 2026
INSPIRION WEALTH ADVISORS, LLC	History	Reduced	3,058	431	0.05%	0.08%	409	-1,095	-26.37%	Q4 2025	Jan 09, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	History	Reduced	3,052	430	0.01%	0.01%	410	-44	-1.42%	Q4 2025	Feb 06, 2026
Private Wealth Asset Management, LLC	History	No change	3,050	430	0.05%	0.05%	411	0	0.0%	Q4 2025	Feb 10, 2026
Bison Wealth, LLC	History	New	3,016	423	0.05%	—	413	+3,016	New	Q4 2025	Mar 24, 2026
Atria Investments, Inc	History	Reduced	3,003	423	0.0%	0.0%	412	-80	-2.59%	Q4 2025	Feb 05, 2026
PRIVATE TRUST CO NA	History	Reduced	2,989	421	0.04%	0.04%	414	-525	-14.94%	Q4 2025	Jan 26, 2026
GREAT LAKES ADVISORS, LLC	History	No change	2,971	419	0.0%	0.0%	415	0	0.0%	Q4 2025	Feb 12, 2026
THRYVE WEALTH MANAGEMENT LLC	History	New	2,951	416	0.21%	—	416	+2,951	New	Q4 2025	Feb 25, 2026
NIXON PEABODY TRUST CO	History	Added to	2,928	413	0.03%	0.03%	417	+108	3.83%	Q4 2025	Feb 06, 2026
Breakwater Capital Group	History	Reduced	2,920	412	0.06%	0.06%	418	-3	-0.1%	Q4 2025	Jan 09, 2026
KINGSWOOD WEALTH ADVISORS, LLC	History	Added to	2,879	406	0.02%	0.02%	420	+946	48.94%	Q4 2025	Jan 28, 2026
CONNING INC.	History	No change	2,882	406	0.01%	0.01%	419	0	0.0%	Q4 2025	Feb 05, 2026
Jacobs Equity LLC	History	New	2,839	400	0.39%	—	423	+2,839	New	Q4 2025	Feb 19, 2026
Bestgate Wealth Advisors, LLC	History	Reduced	2,835	400	0.7%	0.88%	422	-680	-19.35%	Q4 2025	Jan 16, 2026
Liberty Capital Management, Inc.	History	Added to	2,835	400	0.07%	0.08%	421	+1	0.04%	Q4 2025	Jan 26, 2026
INSIGNEO ADVISORY SERVICES, LLC	History	New	2,810	396	0.03%	—	425	+2,810	New	Q4 2025	Feb 12, 2026
DEARBORN PARTNERS LLC	History	Added to	3,296	396	0.02%	0.02%	424	+100	3.13%	Q4 2025	Feb 11, 2026
Inlight Wealth Management, LLC	History	No change	2,804	395	0.14%	0.19%	426	0	0.0%	Q4 2025	Jan 23, 2026
KPP Advisory Services LLC	History	Reduced	2,787	393	0.06%	0.06%	427	-14	-0.5%	Q4 2025	Feb 02, 2026
All Terrain Financial Advisors, LLC	History	Reduced	2,755	388	0.09%	0.1%	428	-7	-0.25%	Q4 2025	Feb 11, 2026
Ameritas Advisory Services, LLC	History	Reduced	2,706	381	0.01%	0.03%	429	-208	-7.14%	Q4 2025	Feb 04, 2026
Stonebridge Financial Group, LLC / MO	History	New	2,682	378	0.33%	—	430	+2,682	New	Q4 2025	Feb 04, 2026
NATIONAL BANK OF CANADA /FI/	History	Reduced	2,677	377	0.0%	0.0%	431	-204	-7.08%	Q4 2025	Feb 17, 2026
Crescent Grove Advisors, LLC	History	No change	2,669	376	0.03%	0.04%	432	0	0.0%	Q4 2025	Feb 11, 2026
Argent Trust Co	History	Added to	2,657	375	0.01%	0.01%	434	+164	6.58%	Q4 2025	Feb 10, 2026
Compass Ion Advisors, LLC	History	Added to	2,661	375	0.04%	0.04%	433	+3	0.11%	Q4 2025	Jan 29, 2026
Grove Bank & Trust	History	No change	2,652	374	0.04%	0.04%	435	0	0.0%	Q4 2025	Jan 08, 2026
Fifth Third Wealth Advisors LLC	History	Added to	2,633	371	0.01%	0.01%	437	+88	3.46%	Q4 2025	Jan 15, 2026
HBK Sorce Advisory LLC	History	No change	2,432	371	0.01%	0.01%	436	0	0.0%	Q4 2025	Feb 09, 2026
Park Edge Advisors, LLC	History	No change	2,600	367	0.08%	0.08%	438	0	0.0%	Q4 2025	Jan 16, 2026
Atlas Brown,Inc.	History	Added to	2,588	365	0.11%	0.11%	439	+3	0.12%	Q4 2025	Jan 09, 2026
KING LUTHER CAPITAL MANAGEMENT CORP	History	No change	2,582	364	0.0%	0.0%	440	0	0.0%	Q4 2025	Feb 09, 2026
Pure Financial Advisors, LLC	History	No change	2,584	364	0.07%	0.01%	441	0	0.0%	Q4 2025	Mar 04, 2026
Sensible Money, LLC	History	Added to	2,517	355	0.11%	0.12%	442	+23	0.92%	Q4 2025	Feb 09, 2026
VANGUARD GROUP INC	History	Added to	2,512	354	0.0%	0.0%	443	+112	4.67%	Q4 2025	Jan 29, 2026
HAZLETT, BURT & WATSON, INC.	History	Added to	2,482	352	0.11%	0.12%	444	+80	3.33%	Q4 2025	Feb 10, 2026
Geneos Wealth Management Inc.	History	Reduced	2,483	350	0.01%	0.01%	445	-94	-3.65%	Q4 2025	Jan 28, 2026
ROTHSCHILD INVESTMENT LLC	History	No change	2,471	348	0.02%	0.02%	446	0	0.0%	Q4 2025	Feb 10, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.	History	Added to	2,465	347	0.05%	0.04%	447	+595	31.82%	Q4 2025	Feb 17, 2026
NTV ASSET MANAGEMENT LLC	History	No change	2,456	346	0.04%	0.04%	448	0	0.0%	Q4 2025	Jan 20, 2026
21 West Wealth Management LLC	History	No change	2,432	343	0.31%	0.33%	449	0	0.0%	Q4 2025	Jan 13, 2026
Essential Planning, LLC.	History	Reduced	2,429	342	0.11%	0.13%	450	-311	-11.35%	Q4 2025	Jan 15, 2026
CENTRAL BANK & TRUST CO	History	No change	2,382	336	0.05%	0.05%	451	0	0.0%	Q4 2025	Jan 09, 2026
Cedarwood Wealth LLC	History	New	2,220	333	0.37%	—	452	+2,220	New	Q4 2025	Mar 05, 2026
Chokshi & Queen Wealth Advisors, Inc	History	Reduced	2,355	332	0.17%	0.21%	454	-498	-17.46%	Q4 2025	Feb 17, 2026
TRUST CO OF VERMONT	History	No change	2,355	332	0.01%	0.01%	453	0	0.0%	Q4 2025	Jan 16, 2026
YHB Investment Advisors, Inc.	History	No change	2,346	331	0.02%	0.02%	455	0	0.0%	Q4 2025	Jan 16, 2026
Capital Investment Advisors, LLC	History	Added to	2,332	329	0.01%	0.01%	456	+12	0.52%	Q4 2025	Jan 13, 2026
SPIREPOINT PRIVATE CLIENT, LLC	History	No change	2,336	329	0.03%	0.03%	457	0	0.0%	Q4 2025	Jan 22, 2026
BURKE & HERBERT BANK & TRUST CO	History	No change	2,330	328	0.09%	0.07%	458	0	0.0%	Q4 2025	Feb 12, 2026
Prosperity Planning, Inc.	History	Added to	2,319	327	0.09%	0.09%	459	+20	0.87%	Q4 2025	Jan 14, 2026
LaFleur & Godfrey LLC	History	No change	2,300	324	0.04%	0.04%	460	0	0.0%	Q4 2025	Feb 03, 2026
Ackerman Capital Advisors, LLC	History	No change	2,300	324	0.07%	0.07%	461	0	0.0%	Q4 2025	Feb 11, 2026
WealthTrust Axiom LLC	History	Reduced	2,285	322	0.08%	0.09%	462	-35	-1.51%	Q4 2025	Feb 13, 2026
Heritage Wealth Advisors	History	No change	2,288	322	0.01%	0.01%	463	0	0.0%	Q4 2025	Feb 13, 2026
Procyon Advisors, LLC	History	No change	2,288	322	0.02%	0.02%	464	0	0.0%	Q4 2025	Jan 07, 2026
OLD NATIONAL BANCORP /IN/	History	No change	2,267	320	0.01%	0.01%	465	0	0.0%	Q4 2025	Jan 28, 2026
RAINEY & RANDALL WEALTH ADVISORS INC.	History	No change	2,265	319	0.05%	0.05%	466	0	0.0%	Q4 2025	Jan 27, 2026
Compton Wealth Advisory Group, LLC	History	No change	2,255	318	0.07%	0.07%	467	0	0.0%	Q4 2025	Jan 13, 2026
WARNER FINANCIAL, INC	History	Added to	2,245	317	0.11%	0.12%	468	+3	0.13%	Q4 2025	Jan 21, 2026
Clarity Asset Management, Inc.	History	Added to	2,241	316	0.17%	0.18%	469	+7	0.31%	Q4 2025	Feb 13, 2026
Avior Wealth Management, LLC	History	Added to	2,222	313	0.01%	0.01%	470	+2	0.09%	Q4 2025	Jan 06, 2026
Summit Financial Strategies, Inc.	History	No change	2,224	313	0.03%	0.03%	471	0	0.0%	Q4 2025	Jan 27, 2026
WEDBUSH SECURITIES INC	History	Reduced	2,208	312	0.01%	0.01%	472	-185	-7.73%	Q4 2025	Feb 12, 2026
Sterling Investment Counsel, LLC	History	Added to	2,211	312	0.09%	0.1%	473	+31	1.42%	Q4 2025	Jan 27, 2026
Cambridge Financial Group, LLC	History	Reduced	2,273	311	0.11%	0.11%	474	-118	-4.94%	Q4 2025	Jan 09, 2026
PIONEER TRUST BANK N A/OR	History	No change	2,200	310	0.07%	0.07%	475	0	0.0%	Q4 2025	Feb 09, 2026
Goodwin Investment Advisory	History	No change	2,189	308	0.34%	0.33%	476	0	0.0%	Q4 2025	Feb 09, 2026
Essex LLC	History	No change	2,180	307	0.05%	0.06%	477	0	0.0%	Q4 2025	Jan 20, 2026
Evergreen Private Wealth LLC	History	Added to	2,154	304	0.12%	0.12%	479	+129	6.37%	Q4 2025	Jan 28, 2026
COZAD ASSET MANAGEMENT INC	History	No change	2,155	304	0.02%	0.02%	478	0	0.0%	Q4 2025	Feb 13, 2026
Kohmann Bosshard Financial Services, LLC	History	No change	2,150	303	0.03%	0.03%	480	0	0.0%	Q4 2025	Jan 30, 2026
SIGMA INVESTMENT COUNSELORS INC	History	Added to	2,137	301	0.02%	0.02%	481	+3	0.14%	Q4 2025	Feb 03, 2026
Mayflower Financial Advisors, LLC	History	Reduced	2,107	297	0.04%	0.04%	482	-243	-10.34%	Q4 2025	Jan 13, 2026
GC Wealth Management RIA, LLC	History	Reduced	2,097	296	0.01%	0.02%	485	-2,000	-48.82%	Q4 2025	Jan 30, 2026
ShoreHaven Wealth Partners, LLC	History	Reduced	2,103	296	0.11%	0.12%	484	-156	-6.91%	Q4 2025	Feb 10, 2026
CRA Financial Services, LLC	History	No change	2,100	296	0.04%	0.04%	483	0	0.0%	Q4 2025	Jan 16, 2026
HARBOUR INVESTMENTS, INC.	History	Reduced	2,056	290	0.01%	0.01%	486	-40	-1.91%	Q4 2025	Feb 09, 2026
STEINBERGANNA WEALTH MANAGEMENT	History	Added to	2,054	289	0.14%	0.14%	488	+6	0.29%	Q4 2025	Jan 26, 2026
Advisory Alpha, LLC	History	No change	2,047	289	0.01%	0.01%	487	0	0.0%	Q4 2025	Feb 06, 2026
Equity Wealth Partners, LLC	History	No change	2,030	286	0.19%	0.23%	489	0	0.0%	Q4 2025	Jan 26, 2026
GWN SECURITIES INC.	History	Added to	2,022	285	0.06%	0.06%	490	+179	9.71%	Q4 2025	Feb 11, 2026
Apollon Financial, LLC	History	Added to	2,007	283	0.04%	0.05%	492	+7	0.35%	Q4 2025	Jan 22, 2026
Snowden Capital Advisors LLC	History	No change	2,009	283	0.01%	0.01%	491	0	0.0%	Q4 2025	Feb 17, 2026
Manchester Capital Management LLC	History	No change	2,000	282	0.04%	0.04%	493	0	0.0%	Q4 2025	Feb 11, 2026
Stratos Wealth Advisors, LLC	History	Reduced	1,996	281	0.01%	0.01%	495	-19	-0.94%	Q4 2025	Jan 20, 2026
COLDSTREAM CAPITAL MANAGEMENT INC	History	No change	1,992	281	0.0%	0.0%	494	0	0.0%	Q4 2025	Feb 09, 2026
CFS Investment Advisory Services, LLC	History	No change	1,949	275	0.02%	0.02%	496	0	0.0%	Q4 2025	Feb 10, 2026
Fortis Capital Management LLC	History	New	1,939	273	0.04%	—	497	+1,939	New	Q4 2025	Feb 13, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC	History	New	1,927	272	0.05%	—	498	+1,927	New	Q4 2025	Feb 12, 2026
TRED AVON FAMILY WEALTH, LLC	History	New	1,925	271	0.09%	—	499	+1,925	New	Q4 2025	Jan 27, 2026
Paragon Capital Management Ltd	History	Reduced	1,907	269	0.05%	0.05%	500	-52	-2.65%	Q4 2025	Jan 22, 2026
Venture Visionary Partners LLC	History	No change	1,911	269	0.01%	0.01%	501	0	0.0%	Q4 2025	Feb 13, 2026
Pinnacle Wealth Management Advisory Group, LLC	History	Reduced	1,893	267	0.02%	0.02%	502	-64	-3.27%	Q4 2025	Feb 02, 2026
WealthPlan Investment Management, LLC	History	No change	1,894	267	0.02%	0.02%	503	0	0.0%	Q4 2025	Feb 05, 2026
Vise Technologies, Inc.	History	New	1,888	266	0.01%	—	504	+1,888	New	Q4 2025	Feb 11, 2026
AdvisorNet Financial, Inc	History	Reduced	1,868	263	0.01%	0.02%	505	-143	-7.11%	Q4 2025	Jan 20, 2026
Ameritas Investment Partners, Inc.	History	No change	1,860	262	0.01%	0.01%	506	0	0.0%	Q4 2025	Feb 11, 2026
Gen-Wealth Partners Inc	History	No change	1,859	262	0.08%	0.09%	507	0	0.0%	Q4 2025	Feb 13, 2026
Bensler, LLC	History	Reduced	1,852	261	0.03%	0.03%	508	-144	-7.21%	Q4 2025	Feb 04, 2026
Optimist Retirement Group LLC	History	Added to	1,843	260	0.12%	0.12%	510	+5	0.27%	Q4 2025	Feb 09, 2026
First Financial Bank - Trust Division	History	No change	1,844	260	0.02%	0.02%	509	0	0.0%	Q4 2025	Jan 02, 2026
SECURITY NATIONAL BANK OF SO DAK	History	No change	1,838	259	0.13%	0.13%	511	0	0.0%	Q4 2025	Feb 13, 2026
CAHILL FINANCIAL ADVISORS INC	History	Added to	1,823	257	0.03%	0.03%	512	+2	0.11%	Q4 2025	Feb 18, 2026
Vawter Financial, Ltd.	History	No change	1,823	257	0.11%	0.12%	513	0	0.0%	Q4 2025	Feb 02, 2026
Sage Financial Management Group, Inc.	History	No change	1,813	255	0.08%	0.08%	514	0	0.0%	Q4 2025	Feb 05, 2026
Perigon Wealth Management, LLC	History	Added to	1,802	254	0.0%	0.0%	515	+255	16.48%	Q4 2025	Jan 16, 2026
MATAURO, LLC	History	Reduced	1,797	253	0.04%	0.12%	516	-3,648	-67.0%	Q4 2025	Jan 16, 2026
Intrua Financial, LLC	History	Reduced	1,787	252	0.03%	0.03%	517	-100	-5.3%	Q4 2025	Feb 05, 2026
VALLEY NATIONAL ADVISERS INC	History	New	1,780	251	0.03%	—	518	+1,780	New	Q4 2025	Jan 23, 2026
Richmond Investment Services, LLC	History	Added to	1,783	251	0.04%	0.05%	519	+2	0.11%	Q4 2025	Feb 12, 2026
MOTCO	History	No change	1,774	250	0.02%	0.02%	520	0	0.0%	Q4 2025	Feb 06, 2026
PFG Private Wealth Management, LLC	History	New	1,766	249	0.11%	—	521	+1,766	New	Q4 2025	Jan 15, 2026
Alteri Wealth LLC	History	New	1,750	247	0.08%	—	522	+1,750	New	Q4 2025	Feb 11, 2026
Oak Wealth Advisors LLC	History	No change	1,750	247	0.14%	0.14%	523	0	0.0%	Q4 2025	Feb 11, 2026
Tower Research Capital LLC (TRC)	History	New	1,748	246	0.01%	—	524	+1,748	New	Q4 2025	Feb 17, 2026
FOCUSED ALPHA, LLC	History	New	1,747	246	0.07%	—	525	+1,747	New	Q4 2025	Feb 13, 2026
Capital Investment Counsel, LLC	History	Reduced	1,728	243	0.03%	0.04%	526	-88	-4.85%	Q4 2025	Feb 02, 2026
Eagle Strategies LLC	History	Reduced	1,690	238	0.03%	0.04%	527	-580	-25.55%	Q4 2025	Jan 23, 2026
Independent Advisor Alliance	History	No change	1,666	235	0.01%	0.01%	528	0	0.0%	Q4 2025	Feb 04, 2026
CHEMUNG CANAL TRUST CO	History	No change	1,664	234	0.05%	0.05%	529	0	0.0%	Q4 2025	Jan 14, 2026
Twelve Points Wealth Management LLC	History	No change	1,589	234	0.05%	0.06%	530	0	0.0%	Q4 2025	Jan 23, 2026
Balboa Wealth Partners	History	No change	1,659	234	0.04%	0.04%	531	0	0.0%	Q4 2025	Jan 16, 2026
BAR HARBOR WEALTH MANAGEMENT	History	Reduced	1,653	233	0.01%	0.01%	532	-14	-0.84%	Q4 2025	Jan 22, 2026
GAMCO INVESTORS, INC. ET AL	History	No change	1,650	232	0.0%	0.0%	533	0	0.0%	Q4 2025	Feb 05, 2026
Beaton Management Co. Inc.	History	No change	1,640	232	0.1%	0.11%	534	0	0.0%	Q4 2025	Feb 10, 2026
Gallacher Capital Management LLC	History	No change	1,633	230	0.09%	0.09%	535	0	0.0%	Q4 2025	Feb 03, 2026
BURLING WEALTH PARTNERS, LLC	History	No change	1,636	230	0.04%	0.04%	536	0	0.0%	Q4 2025	Feb 06, 2026
MGO ONE SEVEN LLC	History	Reduced	1,620	228	0.0%	0.01%	537	-455	-21.93%	Q4 2025	Feb 03, 2026
HERITAGE INVESTORS MANAGEMENT CORP	History	No change	1,600	226	0.01%	0.01%	538	0	0.0%	Q4 2025	Feb 06, 2026
Composition Wealth, LLC	History	Reduced	1,595	225	0.0%	0.0%	541	-16	-0.99%	Q4 2025	Feb 02, 2026
BBR PARTNERS, LLC	History	No change	1,600	225	0.01%	0.01%	539	0	0.0%	Q4 2025	Feb 11, 2026
Segment Wealth Management, LLC	History	No change	1,600	225	0.01%	0.01%	540	0	0.0%	Q4 2025	Jan 29, 2026
Gladstone Institutional Advisory LLC	History	Reduced	1,579	223	0.01%	0.01%	542	-21	-1.31%	Q4 2025	Feb 17, 2026
Blue Trust, Inc.	History	Added to	1,578	222	0.0%	0.0%	543	+978	163.0%	Q4 2025	Jan 16, 2026
Synergy Asset Management, LLC	History	Reduced	1,571	221	0.02%	0.02%	544	-3,142	-66.67%	Q4 2025	Jan 13, 2026
Confluence Wealth Services, Inc.	History	No change	1,569	221	0.01%	0.01%	545	0	0.0%	Q4 2025	Jan 28, 2026
Total Clarity Wealth Management, Inc.	History	Added to	1,564	220	0.05%	0.06%	547	+2	0.13%	Q4 2025	Feb 02, 2026
Curi Capital, LLC	History	No change	1,561	220	0.0%	0.0%	546	0	0.0%	Q4 2025	Feb 17, 2026
Astra Wealth Partners LLC	History	New	1,540	217	0.13%	—	548	+1,540	New	Q4 2025	Feb 02, 2026
DECISION INVESTMENTS, INC	History	New	1,526	215	0.24%	—	550	+1,526	New	Q4 2025	Feb 17, 2026
Hoxton Planning & Management, LLC	History	Reduced	1,529	215	0.06%	0.07%	549	-13	-0.84%	Q4 2025	Feb 11, 2026
Valmark Advisers, Inc.	History	Added to	1,518	214	0.0%	0.0%	551	+17	1.13%	Q4 2025	Jan 26, 2026
FLAGSTAR ADVISORS INC	History	New	1,510	213	0.07%	—	552	+1,510	New	Q4 2025	Jan 13, 2026
New Insight Wealth Advisors	History	New	1,503	212	0.08%	—	556	+1,503	New	Q4 2025	Feb 17, 2026
IFG Advisors, LLC	History	Added to	1,507	212	0.04%	0.03%	553	+2	0.13%	Q4 2025	Jan 13, 2026
Tranquility Partners, LLC	History	No change	1,506	212	0.08%	0.07%	554	0	0.0%	Q4 2025	Feb 03, 2026
Armstrong, Fleming & Moore, Inc	History	No change	1,505	212	0.1%	0.1%	555	0	0.0%	Q4 2025	Jan 16, 2026
Financial Life Planners	History	Added to	1,490	210	0.15%	0.14%	557	+3	0.2%	Q4 2025	Jan 29, 2026
SB Capital Management Inc	History	New	1,481	209	0.08%	—	558	+1,481	New	Q4 2025	Feb 20, 2026
Cordatus Wealth Management LLC	History	No change	1,486	209	0.05%	0.05%	559	0	0.0%	Q4 2025	Jan 26, 2026
Garde Capital, Inc.	History	Reduced	1,477	208	0.01%	0.01%	560	-22	-1.47%	Q4 2025	Feb 10, 2026
White Knight Strategic Wealth Advisors, LLC	History	No change	1,474	208	0.15%	0.16%	561	0	0.0%	Q4 2025	Feb 20, 2026
NewEdge Wealth, LLC	History	New	1,472	207	0.0%	—	564	+1,472	New	Q4 2025	Feb 03, 2026
Ironwood Investment Counsel, LLC	History	No change	1,469	207	0.03%	0.03%	562	0	0.0%	Q4 2025	Feb 06, 2026
COOPER/HAIMS ADVISORS, LLC	History	No change	1,472	207	0.09%	0.1%	563	0	0.0%	Q4 2025	Feb 11, 2026
Breachway Investments LLC	History	New	1,455	205	0.22%	—	569	+1,455	New	Q4 2025	Jan 27, 2026
Cornell Pochily Investment Advisors, Inc.	History	Reduced	1,455	205	0.06%	0.07%	565	-235	-13.91%	Q4 2025	Jan 20, 2026
Ascent Group, LLC	History	No change	1,457	205	0.01%	0.01%	566	0	0.0%	Q4 2025	Jan 20, 2026
Objective Capital Management, LLC	History	No change	1,459	205	0.21%	0.21%	567	0	0.0%	Q4 2025	Feb 04, 2026
MidAtlantic Capital Management, Inc.	History	No change	1,455	205	0.13%	0.14%	568	0	0.0%	Q4 2025	Feb 10, 2026
ZWJ INVESTMENT COUNSEL INC	History	New	1,446	204	0.01%	—	571	+1,446	New	Q4 2025	Jan 23, 2026
Corundum Group, Inc.	History	Reduced	1,450	204	0.07%	0.15%	572	-1,150	-44.23%	Q4 2025	Jan 12, 2026
SouthState Bank Corp	History	No change	1,449	204	0.01%	0.01%	570	0	0.0%	Q4 2025	Feb 11, 2026
Compass Financial Group, Inc. (Ohio)	History	New	1,444	203	0.15%	—	576	+1,444	New	Q4 2025	Mar 04, 2026
AE Wealth Management LLC	History	Reduced	1,439	203	0.0%	0.0%	574	-68	-4.51%	Q4 2025	Jan 26, 2026
Waldron Private Wealth LLC	History	No change	1,442	203	0.01%	0.01%	573	0	0.0%	Q4 2025	Jan 14, 2026
Security Financial Services, INC.	History	No change	1,440	203	0.03%	0.03%	575	0	0.0%	Q4 2025	Jan 27, 2026
Noble Family Wealth, LLC	History	No change	1,432	202	0.04%	0.04%	577	0	0.0%	Q4 2025	Jan 07, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC	History	Added to	1,428	201	0.02%	0.02%	578	+1	0.07%	Q4 2025	Feb 13, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	History	No change	1,340	200	0.0%	0.0%	579	0	0.0%	Q4 2025	Jan 28, 2026
BROWN BROTHERS HARRIMAN & CO	History	No change	1,411	199	0.0%	0.0%	580	0	0.0%	Q4 2025	Feb 12, 2026
Eagle Bay Advisors LLC	History	Reduced	1,380	194	0.14%	0.2%	581	-411	-22.95%	Q4 2025	Jan 23, 2026
Atlantic Union Bankshares Corp	History	No change	1,370	193	0.0%	0.0%	582	0	0.0%	Q4 2025	Feb 04, 2026
Kentucky Trust Co	History	Reduced	1,350	190	0.1%	0.11%	583	-25	-1.82%	Q4 2025	Jan 21, 2026
N.E.W. Advisory Services LLC	History	No change	1,252	176	0.01%	0.02%	584	0	0.0%	Q4 2025	Jan 28, 2026
Bogart Wealth, LLC	History	Added to	1,241	175	0.01%	0.01%	585	+1	0.08%	Q4 2025	Jan 30, 2026
EASTERN BANK	History	Reduced	1,229	173	0.0%	0.0%	586	-73	-5.61%	Q4 2025	Jan 14, 2026
Larson Financial Group LLC	History	Reduced	1,221	172	0.01%	0.01%	587	-32	-2.55%	Q4 2025	Feb 06, 2026
Piedmont Capital Management, LLC/NC	History	New	1,217	171	0.11%	—	588	+1,217	New	Q4 2025	Feb 13, 2026
Financial Freedom, LLC	History	Added to	1,186	167	0.08%	0.08%	590	+3	0.25%	Q4 2025	Feb 17, 2026
QUADRANT CAPITAL GROUP LLC	History	No change	1,185	167	0.01%	0.01%	589	0	0.0%	Q4 2025	Feb 13, 2026
Russell Investments Group, Ltd.	History	Added to	1,174	165	0.0%	0.0%	591	+30	2.62%	Q4 2025	Feb 17, 2026
MATRIX PRIVATE CAPITAL GROUP LLC	History	No change	1,174	165	0.08%	0.09%	592	0	0.0%	Q4 2025	Feb 17, 2026
Jackson, Grant Investment Advisers, Inc.	History	Added to	1,136	160	0.05%	0.05%	594	+4	0.35%	Q4 2025	Jan 27, 2026
ALERUS FINANCIAL NA	History	No change	1,140	160	0.01%	0.01%	593	0	0.0%	Q4 2025	Feb 13, 2026
Orion Capital Management LLC	History	No change	1,137	160	0.05%	0.06%	595	0	0.0%	Q4 2025	Feb 03, 2026
HM PAYSON & CO	History	Added to	1,121	158	0.0%	0.0%	596	+20	1.82%	Q4 2025	Feb 12, 2026
Windsor Advisory Group, LLC	History	No change	1,104	155	0.14%	0.14%	597	0	0.0%	Q4 2025	Feb 17, 2026
SageView Advisory Group, LLC	History	New	1,085	153	0.01%	—	598	+1,085	New	Q4 2025	Feb 17, 2026
OXFORD FINANCIAL GROUP, LTD. LLC	History	Added to	1,079	152	0.01%	0.01%	599	+2	0.19%	Q4 2025	Feb 13, 2026
FINANCIAL CONSULATE, INC	History	No change	1,073	151	0.02%	0.02%	600	0	0.0%	Q4 2025	Jan 22, 2026
United Community Bank	History	No change	1,047	147	0.06%	0.05%	601	0	0.0%	Q4 2025	Jan 30, 2026
Laurel Wealth Advisors LLC	History	New	1,008	142	0.02%	—	604	+1,008	New	Q4 2025	Jan 30, 2026
DUNCKER STREETT & CO INC	History	Reduced	1,007	142	0.03%	0.03%	603	-76	-7.02%	Q4 2025	Jan 27, 2026
CENTRAL TRUST Co	History	Added to	1,008	142	0.0%	0.0%	602	+21	2.13%	Q4 2025	Feb 02, 2026
TD Waterhouse Canada Inc.	History	No change	1,000	141	0.0%	0.0%	605	0	0.0%	Q4 2025	Jan 27, 2026
Tidemark, LLC	History	Reduced	977	137	0.04%	0.04%	606	-18	-1.81%	Q4 2025	Feb 10, 2026
Security National Bank	History	Reduced	954	134	0.02%	0.05%	607	-1,311	-57.88%	Q4 2025	Feb 05, 2026
MV CAPITAL MANAGEMENT, INC.	History	Reduced	928	130	0.01%	0.01%	608	-71	-7.11%	Q4 2025	Feb 23, 2026
Aptus Capital Advisors, LLC	History	Added to	920	129	0.0%	0.0%	609	+14	1.55%	Q4 2025	Feb 13, 2026
Mechanics Financial Corp	History	No change	916	129	0.05%	0.05%	610	0	0.0%	Q4 2025	Jan 22, 2026
EVERMAY WEALTH MANAGEMENT LLC	History	No change	913	128	0.01%	0.01%	611	0	0.0%	Q4 2025	Jan 22, 2026
one8zero8, LLC	History	No change	829	117	0.03%	0.03%	612	0	0.0%	Q4 2025	Feb 17, 2026
CHILTON CAPITAL MANAGEMENT LLC	History	Reduced	800	112	0.0%	0.0%	613	-215	-21.18%	Q4 2025	Feb 12, 2026
GAMMA Investing LLC	History	Added to	786	110	0.01%	0.0%	614	+767	4036.84%	Q4 2025	Jan 05, 2026
FLAGSHIP HARBOR ADVISORS, LLC	History	New	762	107	0.01%	—	615	+762	New	Q4 2025	Jan 21, 2026
IFC & Insurance Marketing, Inc.	History	New	752	106	0.11%	—	616	+752	New	Q4 2025	Feb 12, 2026
Insight Inv LLC	History	Reduced	722	101	0.06%	0.06%	617	-40	-5.25%	Q4 2025	Feb 06, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC	History	No change	661	93	0.01%	0.01%	618	0	0.0%	Q4 2025	Jan 26, 2026
ATWOOD & PALMER INC	History	No change	658	92	0.01%	0.01%	619	0	0.0%	Q4 2025	Jan 28, 2026
Sunrise Financial Services, LLC	History	New	634	89	0.07%	—	620	+634	New	Q4 2025	Feb 11, 2026
Princeton Global Asset Management LLC	History	Added to	610	86	0.01%	0.01%	621	+126	26.03%	Q4 2025	Jan 20, 2026
Financial Perspectives, Inc	History	Added to	597	84	0.02%	0.02%	623	+1	0.17%	Q4 2025	Jan 28, 2026
FIRST FINANCIAL CORP /IN/	History	No change	600	84	0.03%	0.03%	622	0	0.0%	Q4 2025	Jan 13, 2026
Nalls Sherbakoff Group, LLC	History	No change	588	83	0.06%	0.06%	624	0	0.0%	Q4 2025	Mar 12, 2026
Basepoint Wealth LLC	History	New	574	81	0.05%	—	626	+574	New	Q4 2025	Feb 10, 2026
Topsail Wealth Management, LLC	History	No change	576	81	0.01%	0.01%	625	0	0.0%	Q4 2025	Feb 04, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	History	No change	570	80	0.01%	0.01%	627	0	0.0%	Q4 2025	Feb 02, 2026
EverSource Wealth Advisors, LLC	History	Added to	559	78	0.0%	0.0%	628	+481	616.67%	Q4 2025	Feb 06, 2026
FIRST UNITED BANK & TRUST	History	No change	550	77	0.02%	0.02%	629	0	0.0%	Q4 2025	Jan 21, 2026
CARDIFF PARK ADVISORS, LLC	History	No change	540	76	0.01%	0.01%	630	0	0.0%	Q4 2025	Feb 17, 2026
Monetary Solutions, Ltd	History	New	526	74	0.07%	—	631	+526	New	Q4 2025	Feb 23, 2026
Peachtree Investment Partners, LLC	History	Added to	521	73	0.02%	0.03%	633	+2	0.39%	Q4 2025	Feb 11, 2026
COUNTRY TRUST BANK	History	No change	524	73	0.0%	0.0%	632	0	0.0%	Q4 2025	Jan 21, 2026
Centennial Bank/AR/	History	No change	500	70	0.03%	0.03%	634	0	0.0%	Q4 2025	Feb 17, 2026
Hilltop National Bank	History	No change	500	70	0.02%	0.02%	635	0	0.0%	Q4 2025	Jan 07, 2026
Longview Financial Advisors LLC	History	No change	500	70	0.04%	0.04%	636	0	0.0%	Q4 2025	Jan 14, 2026
Ancora Advisors LLC	History	No change	492	69	0.0%	0.0%	637	0	0.0%	Q4 2025	Feb 17, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	History	New	470	66	0.0%	—	641	+470	New	Q4 2025	Feb 03, 2026
Pinnacle Bancorp, Inc.	History	No change	471	66	0.02%	0.02%	638	0	0.0%	Q4 2025	Jan 22, 2026
ACIMA PRIVATE WEALTH, LLC	History	No change	470	66	0.02%	0.02%	639	0	0.0%	Q4 2025	Jan 15, 2026
Concord Wealth Partners	History	No change	474	66	0.01%	0.01%	640	0	0.0%	Q4 2025	Jan 29, 2026
AMERIFLEX GROUP, INC.	History	New	450	63	0.03%	—	642	+450	New	Q4 2025	Feb 18, 2026
Root Financial Partners, LLC	History	Reduced	441	62	0.0%	0.0%	644	-5	-1.12%	Q4 2025	Feb 10, 2026
Colonial Trust Advisors	History	No change	443	62	0.0%	0.0%	643	0	0.0%	Q4 2025	Feb 12, 2026
Wealth Preservation Advisors, LLC	History	No change	438	61	0.03%	0.04%	645	0	0.0%	Q4 2025	Feb 23, 2026
Smithfield Trust Co	History	Added to	424	60	0.0%	0.0%	646	+22	5.47%	Q4 2025	Feb 09, 2026
ASSETMARK, INC	History	Reduced	419	59	0.0%	0.0%	647	-474	-53.08%	Q4 2025	Jan 23, 2026
BankPlus Trust Department	History	No change	411	58	0.02%	0.02%	648	0	0.0%	Q4 2025	Jan 27, 2026
MONTAG A & ASSOCIATES INC	History	New	400	56	0.0%	—	649	+400	New	Q4 2025	Feb 02, 2026
Powell Investment Advisors, LLC	History	No change	400	56	0.02%	0.02%	650	0	0.0%	Q4 2025	Feb 09, 2026
Citizens National Bank Trust Department	History	No change	400	56	0.01%	0.01%	651	0	0.0%	Q4 2025	Jan 30, 2026
Allspring Global Investments Holdings, LLC	History	No change	390	56	0.0%	0.0%	652	0	0.0%	Q4 2025	Jan 15, 2026
Cedar Mountain Advisors, LLC	History	Added to	380	53	0.01%	0.01%	653	+1	0.26%	Q4 2025	Feb 11, 2026
Creative Capital Management Investments LLC	History	No change	377	53	0.02%	0.02%	654	0	0.0%	Q4 2025	Jan 23, 2026
Oakworth Capital, Inc.	History	No change	358	50	0.0%	0.0%	655	0	0.0%	Q4 2025	Jan 30, 2026
BOK Financial Private Wealth, Inc.	History	Reduced	353	49	0.0%	0.0%	656	-72	-16.94%	Q4 2025	Feb 06, 2026
MassMutual Private Wealth & Trust, FSB	History	No change	340	47	0.0%	0.0%	657	0	0.0%	Q4 2025	Jan 07, 2026
GGM Financials LLC	History	Added to	313	44	0.02%	0.02%	659	+1	0.32%	Q4 2025	Feb 04, 2026
Perkins Coie Trust Co	History	No change	312	44	0.01%	0.01%	658	0	0.0%	Q4 2025	Jan 12, 2026
Vermillion & White Wealth Management Group, LLC	History	Reduced	309	43	0.02%	0.03%	661	-99	-24.26%	Q4 2025	Feb 18, 2026
TRUST CO OF TOLEDO NA /OH/	History	No change	308	43	0.0%	0.0%	660	0	0.0%	Q4 2025	Jan 20, 2026
Spire Wealth Management	History	Reduced	300	42	0.0%	0.0%	664	-124	-29.25%	Q4 2025	Jan 14, 2026
Founders Financial Alliance, LLC	History	Added to	304	42	0.01%	0.01%	663	+10	3.4%	Q4 2025	Feb 12, 2026
HANTZ FINANCIAL SERVICES, INC.	History	No change	299	42	0.0%	0.0%	662	0	0.0%	Q4 2025	Feb 09, 2026
Motiv8 Investments LLC	History	New	288	41	0.02%	—	665	+288	New	Q4 2025	Feb 13, 2026
Biltmore Family Office, LLC	History	New	284	40	0.01%	—	666	+284	New	Q4 2025	Feb 04, 2026
Independence Bank of Kentucky	History	No change	280	39	0.0%	0.01%	667	0	0.0%	Q4 2025	Jan 20, 2026
Horizons Wealth Management	History	No change	270	38	0.02%	0.03%	668	0	0.0%	Q4 2025	Jan 05, 2026
HHM Wealth Advisors, LLC	History	No change	263	37	0.0%	0.0%	669	0	0.0%	Q4 2025	Jan 22, 2026
North Star Investment Management Corp.	History	Added to	257	36	0.0%	0.0%	670	+130	102.36%	Q4 2025	Jan 30, 2026
Smartleaf Asset Management LLC	History	New	251	35	0.0%	—	671	+251	New	Q4 2025	Feb 13, 2026
Caldwell Trust Co	History	No change	253	35	0.0%	0.0%	672	0	0.0%	Q4 2025	Jan 30, 2026
Legacy Bridge, LLC	History	No change	236	33	0.01%	0.01%	673	0	0.0%	Q4 2025	Jan 23, 2026
CX Institutional	History	Added to	224	32	0.0%	0.0%	675	+1	0.45%	Q4 2025	Feb 02, 2026
Palouse Capital Management, Inc.	History	No change	232	32	0.02%	0.02%	674	0	0.0%	Q4 2025	Jan 23, 2026
Sound Income Strategies, LLC	History	Added to	208	31	0.0%	0.0%	677	+154	285.19%	Q4 2025	Jan 21, 2026
Quaker Wealth Management, LLC	History	Added to	220	31	0.01%	0.01%	678	+1	0.46%	Q4 2025	Jan 28, 2026
Capital Investment Advisory Services, LLC	History	No change	220	31	0.0%	0.0%	676	0	0.0%	Q4 2025	Jan 21, 2026
RICHARDSON FINANCIAL SERVICES INC.	History	No change	224	31	0.01%	0.02%	679	0	0.0%	Q4 2025	Jan 22, 2026
GPS Wealth Strategies Group, LLC	History	Reduced	210	29	0.02%	0.01%	680	-537	-71.89%	Q4 2025	Feb 06, 2026
LOWE BROCKENBROUGH & CO INC	History	Reduced	204	28	0.0%	0.02%	681	-2,686	-92.94%	Q4 2025	Feb 11, 2026
TUCKER ASSET MANAGEMENT LLC	History	Reduced	203	28	0.01%	0.01%	684	-4	-1.93%	Q4 2025	Feb 05, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	History	No change	200	28	0.0%	0.0%	682	0	0.0%	Q4 2025	Feb 13, 2026
SITTNER & NELSON, LLC	History	No change	187	28	0.01%	0.01%	683	0	0.0%	Q4 2025	Feb 11, 2026
ANGELES WEALTH MANAGEMENT, LLC	History	No change	200	28	0.0%	0.0%	685	0	0.0%	Q4 2025	Feb 17, 2026
Bank of New Hampshire	History	New	196	27	0.01%	—	687	+196	New	Q4 2025	Mar 16, 2026
Rosenberg Matthew Hamilton	History	No change	194	27	0.01%	0.01%	686	0	0.0%	Q4 2025	Jan 05, 2026
Signature Resources Capital Management, LLC	History	Added to	189	26	0.01%	—	688	+188	18800.0%	Q4 2025	Jan 21, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	History	Reduced	182	25	0.01%	0.01%	690	-1	-0.55%	Q4 2025	Feb 09, 2026
Moisand Fitzgerald Tamayo, LLC	History	No change	178	25	0.0%	0.0%	689	0	0.0%	Q4 2025	Jan 14, 2026
MPWM ADVISORY SOLUTIONS, LLC	History	No change	180	25	0.01%	0.01%	691	0	0.0%	Q4 2025	Feb 17, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC	History	No change	177	24	0.01%	0.01%	692	0	0.0%	Q4 2025	Feb 12, 2026
WOLFF WIESE MAGANA LLC	History	No change	174	24	0.01%	0.01%	693	0	0.0%	Q4 2025	Jan 14, 2026
CNB Bank	History	No change	164	23	0.01%	0.01%	694	0	0.0%	Q4 2025	Feb 11, 2026
Physician Wealth Advisors, Inc.	History	No change	169	23	0.0%	0.0%	695	0	0.0%	Q4 2025	Jan 29, 2026
ALBION FINANCIAL GROUP /UT	History	Added to	163	22	0.0%	0.0%	696	+1	0.62%	Q4 2025	Jan 21, 2026
Community Bank, N.A.	History	No change	160	22	0.0%	0.0%	697	0	0.0%	Q4 2025	Feb 04, 2026
Washington Trust Advisors, Inc.	History	No change	162	22	0.0%	0.0%	698	0	0.0%	Q4 2025	Feb 03, 2026
Darwin Wealth Management, LLC	History	Added to	152	21	0.01%	0.01%	699	+1	0.66%	Q4 2025	Jan 22, 2026
True Wealth Design, LLC	History	Reduced	142	20	0.01%	0.01%	700	-20	-12.35%	Q4 2025	Jan 08, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management	History	New	130	18	0.01%	—	702	+130	New	Q4 2025	Mar 05, 2026
American Wealth Advisors, LLC	History	No change	133	18	0.02%	0.02%	701	0	0.0%	Q4 2025	Jan 26, 2026
Planning Project LLC	History	New	125	17	0.0%	—	703	+125	New	Q4 2025	Feb 12, 2026
Wealth Enhancement Trust Services, Inc.	History	New	113	15	0.0%	—	707	+113	New	Q4 2025	Jan 27, 2026
Avalon Trust Co	History	No change	108	15	0.0%	0.0%	704	0	0.0%	Q4 2025	Feb 09, 2026
EPG Wealth Management LLC	History	No change	108	15	0.0%	0.0%	705	0	0.0%	Q4 2025	Jan 28, 2026
OAK HARBOR WEALTH PARTNERS, LLC	History	No change	112	15	0.0%	0.0%	706	0	0.0%	Q4 2025	Feb 02, 2026
Sankala Group LLC	History	New	93	14	0.01%	—	713	+93	New	Q4 2025	Mar 02, 2026
Jackson Hole Capital Partners, LLC	History	No change	100	14	0.0%	0.0%	708	0	0.0%	Q4 2025	Jan 30, 2026
Team Financial Group, LLC	History	No change	104	14	0.01%	0.01%	709	0	0.0%	Q4 2025	Jan 13, 2026
Register Financial Advisors LLC	History	No change	101	14	0.01%	0.01%	710	0	0.0%	Q4 2025	Jan 21, 2026
DiNuzzo Private Wealth, Inc.	History	No change	104	14	0.0%	0.0%	711	0	0.0%	Q4 2025	Jan 16, 2026
Hughes Financial Services, LLC	History	No change	105	14	0.0%	0.0%	712	0	0.0%	Q4 2025	Feb 11, 2026
BROWN, LISLE/CUMMINGS, INC.	History	No change	96	13	0.0%	0.0%	714	0	0.0%	Q4 2025	Jan 23, 2026
Imprint Wealth LLC	History	No change	95	13	0.06%	0.04%	715	0	0.0%	Q4 2025	Feb 17, 2026
Johnson Financial Group, Inc.	History	New	88	12	0.0%	—	717	+88	New	Q4 2025	Feb 12, 2026
C M BIDWELL & ASSOCIATES LTD	History	No change	86	12	0.01%	0.01%	716	0	0.0%	Q4 2025	Feb 13, 2026
VSM Wealth Advisory, LLC	History	No change	88	12	0.0%	0.0%	718	0	0.0%	Q4 2025	Feb 06, 2026
Kilter Group LLC	History	No change	88	12	0.01%	0.01%	719	0	0.0%	Q4 2025	Feb 13, 2026
BARRETT & COMPANY, INC.	History	No change	80	11	0.0%	0.0%	720	0	0.0%	Q4 2025	Jan 28, 2026
SIGNATUREFD, LLC	History	Reduced	75	10	0.0%	0.0%	722	-25	-25.0%	Q4 2025	Jan 20, 2026
Indiana Trust & Investment Management Co	History	No change	75	10	0.0%	0.0%	721	0	0.0%	Q4 2025	Jan 21, 2026
Navalign, LLC	History	New	64	9	0.0%	—	724	+64	New	Q4 2025	Feb 05, 2026
Crewe Advisors LLC	History	No change	68	9	0.0%	0.0%	723	0	0.0%	Q4 2025	Jan 16, 2026
Murphy & Mullick Capital Management Corp	History	No change	70	9	0.01%	0.01%	725	0	0.0%	Q4 2025	Feb 10, 2026
Chung Wu Investment Group, LLC	History	No change	62	8	0.01%	0.01%	726	0	0.0%	Q4 2025	Feb 02, 2026
Millstone Evans Group, LLC	History	No change	52	7	0.0%	0.0%	727	0	0.0%	Q4 2025	Feb 02, 2026
United Financial Planning Group LLC	History	No change	52	7	0.0%	0.0%	728	0	0.0%	Q4 2025	Feb 11, 2026
CULLEN/FROST BANKERS, INC.	History	New	48	6	0.0%	—	729	+48	New	Q4 2025	Feb 06, 2026
WEST PACES ADVISORS INC.	History	No change	45	6	0.0%	0.0%	730	0	0.0%	Q4 2025	Jan 21, 2026
OPTIMA CAPITAL LLC	History	New	40	5	0.0%	—	733	+40	New	Q4 2025	Jan 23, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV	History	No change	40	5	0.0%	0.0%	731	0	0.0%	Q4 2025	Feb 06, 2026
DHJJ Financial Advisors, Ltd.	History	No change	38	5	0.0%	0.0%	732	0	0.0%	Q4 2025	Jan 23, 2026
Strive Financial Group ,LLC	History	New	31	4	0.0%	—	739	+31	New	Q4 2025	Feb 18, 2026
Abound Wealth Management	History	Reduced	34	4	0.0%	0.0%	737	-20	-37.04%	Q4 2025	Jan 12, 2026
Archer Investment Corp	History	Reduced	30	4	0.0%	0.0%	735	-19	-38.78%	Q4 2025	Jan 30, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	History	Added to	33	4	0.0%	0.0%	734	+15	83.33%	Q4 2025	Jan 20, 2026
Addison Advisors LLC	History	No change	35	4	0.0%	0.0%	736	0	0.0%	Q4 2025	Feb 06, 2026
FLAGSHIP WEALTH ADVISORS, LLC	History	No change	35	4	0.0%	0.0%	738	0	0.0%	Q4 2025	Feb 11, 2026
Elyxium Wealth, LLC	History	New	26	3	0.0%	—	743	+26	New	Q4 2025	Feb 05, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	History	No change	25	3	0.0%	0.0%	740	0	0.0%	Q4 2025	Jan 21, 2026
HOWE & RUSLING INC	History	No change	25	3	0.0%	0.0%	741	0	0.0%	Q4 2025	Feb 17, 2026
Cornerstone Planning Group LLC	History	No change	25	3	0.0%	0.0%	742	0	0.0%	Q4 2025	Feb 02, 2026
Golden State Wealth Management, LLC	History	Reduced	21	2	0.0%	0.0%	747	-50	-70.42%	Q4 2025	Feb 13, 2026
Nvest Wealth Strategies, Inc.	History	New	19	2	0.0%	—	748	+19	New	Q4 2025	Jan 28, 2026
VAN DEN BERG MANAGEMENT I, INC	History	New	17	2	0.0%	—	744	+17	New	Q4 2025	Feb 17, 2026
Armor Investment Advisors, LLC	History	No change	20	2	0.0%	0.0%	745	0	0.0%	Q4 2025	Feb 05, 2026
Global Trust Asset Management, LLC	History	No change	18	2	0.0%	0.0%	746	0	0.0%	Q4 2025	Jan 20, 2026
SHP Wealth Management	History	New	8	1	0.0%	—	749	+8	New	Q4 2025	Mar 04, 2026
Colonial Trust Co / SC	History	Reduced	9	1	0.0%	0.0%	751	-1	-10.0%	Q4 2025	Feb 12, 2026
Dunhill Financial, LLC	History	No change	10	1	0.0%	0.0%	750	0	0.0%	Q4 2025	Jan 29, 2026
Gemmer Asset Management LLC	History	Closed out	0	0	—	0.5%	—	-44,241	-100.0%	Q3 2025	Oct 15, 2025
Total Wealth Planning, LLC	History	Closed out	0	0	—	0.49%	—	-29,901	-100.0%	Q3 2025	Oct 17, 2025
BANK OF NOVA SCOTIA	History	Closed out	0	0	—	0.0%	—	-20,000	-100.0%	Q3 2025	Nov 14, 2025
Kovitz Investment Group Partners, LLC	History	Closed out	0	0	—	0.01%	—	-18,232	-100.0%	Q3 2025	Nov 10, 2025
Strategic Investment Advisors / MI	History	Closed out	0	0	—	0.0%	—	-12,597	-100.0%	Q3 2025	Dec 17, 2025
Cornerstone Capital, Inc.	History	Closed out	0	0	—	0.17%	—	-12,081	-100.0%	Q3 2025	Nov 10, 2025
Keebeck Wealth Management	History	Closed out	0	0	—	0.13%	—	-7,869	-100.0%	Q3 2025	Nov 14, 2025
Vertex Planning Partners, LLC	History	Closed out	0	0	—	0.1%	—	-3,756	-100.0%	Q3 2025	Nov 18, 2025
TruWealth Advisors, LLC	History	Closed out	0	0	—	0.03%	—	-3,735	-100.0%	Q3 2025	Oct 06, 2025
Paragon Advisors, LLC	History	Closed out	0	0	—	0.13%	—	-3,533	-100.0%	Q3 2025	Nov 03, 2025
KMG FIDUCIARY PARTNERS, LLC	History	Closed out	0	0	—	0.03%	—	-3,119	-100.0%	Q3 2025	Oct 10, 2025
OLD MISSION CAPITAL LLC	History	Closed out	0	0	—	0.01%	—	-2,866	-100.0%	Q3 2025	Nov 14, 2025
Strategic Wealth Investment Group, LLC	History	Closed out	0	0	—	0.03%	—	-2,260	-100.0%	Q3 2025	Nov 14, 2025
Nilsine Partners, LLC	History	Closed out	0	0	—	0.02%	—	-1,885	-100.0%	Q3 2025	Oct 06, 2025
PFG Advisors	History	Closed out	0	0	—	0.01%	—	-1,809	-100.0%	Q3 2025	Nov 13, 2025
Rede Wealth, LLC	History	Closed out	0	0	—	0.2%	—	-1,791	-100.0%	Q3 2025	Oct 29, 2025
Focus Partners Advisor Solutions, LLC	History	Closed out	0	0	—	0.0%	—	-1,684	-100.0%	Q3 2025	Nov 12, 2025
Freedom Investment Management, Inc.	History	Closed out	0	0	—	0.06%	—	-1,593	-100.0%	Q3 2025	Nov 14, 2025
UPTICK PARTNERS, LLC	History	Closed out	0	0	—	0.06%	—	-1,535	-100.0%	Q3 2025	Nov 04, 2025
Allodium Investment Consultants, LLC	History	Closed out	0	0	—	0.12%	—	-1,496	-100.0%	Q3 2025	Oct 09, 2025
Slow Capital, Inc.	History	Closed out	0	0	—	0.02%	—	-1,485	-100.0%	Q3 2025	Oct 29, 2025
BRIGHTON JONES LLC	History	Closed out	0	0	—	0.0%	—	-1,429	-100.0%	Q3 2025	Oct 14, 2025
Alpine Bank Wealth Management	History	Closed out	0	0	—	0.02%	—	-1,250	-100.0%	Q3 2025	Oct 22, 2025
LOGAN CAPITAL MANAGEMENT INC	History	Closed out	0	0	—	0.0%	—	-626	-100.0%	Q3 2025	Nov 14, 2025
SALEM INVESTMENT COUNSELORS INC	History	Closed out	0	0	—	0.0%	—	-486	-100.0%	Q3 2025	Oct 07, 2025
JPL Wealth Management, LLC	History	Closed out	0	0	—	0.01%	—	-299	-100.0%	Q3 2025	Nov 14, 2025
Tradewinds Capital Management, LLC	History	Closed out	0	0	—	0.01%	—	-291	-100.0%	Q3 2025	Oct 21, 2025
ASHTON THOMAS SECURITIES, LLC	History	Closed out	0	0	—	0.01%	—	-256	-100.0%	Q3 2025	Oct 27, 2025
PERRITT CAPITAL MANAGEMENT INC	History	Closed out	0	0	—	0.01%	—	-204	-100.0%	Q3 2025	Nov 17, 2025
TruNorth Capital Management, LLC	History	Closed out	0	0	—	0.01%	—	-200	-100.0%	Q3 2025	Oct 21, 2025
Rise Advisors, LLC	History	Closed out	0	0	—	0.01%	—	-159	-100.0%	Q3 2025	Oct 08, 2025
DELTA ASSET MANAGEMENT LLC/TN	History	Closed out	0	0	—	0.0%	—	-50	-100.0%	Q3 2025	Nov 04, 2025
Goodman Advisory Group, LLC	History	Closed out	0	0	—	0.0%	—	-21	-100.0%	Q3 2025	Nov 13, 2025
Compass Financial Services Inc	History	Closed out	0	0	—	0.0%	—	-14	-100.0%	Q3 2025	Nov 04, 2025
CLEAR INVESTMENT RESEARCH, LLC	History	Closed out	0	0	—	0.0%	—	-7	-100.0%	Q3 2025	Nov 07, 2025
ARMSTRONG ADVISORY GROUP, INC	History	Closed out	0	0	—	—	—	-3	-100.0%	Q3 2025	Oct 08, 2025
Cloud Capital Management, LLC	History	Closed out	0	0	—	—	—	-3	-100.0%	Q3 2025	Nov 03, 2025
Qube Research & Technologies Ltd	History	No change	1	0	—	—	—	0	0.0%	Q4 2025	Feb 17, 2026
CoreCap Advisors, LLC	History	No change	4	0	—	—	—	0	0.0%	Q4 2025	Jan 13, 2026
Cape Investment Advisory, Inc.	History	No change	4	0	—	—	—	0	0.0%	Q4 2025	Feb 17, 2026
Provenance Wealth Advisors, LLC	History	No change	3	0	—	—	—	0	0.0%	Q4 2025	Jan 26, 2026