iSHARES TRUST - IMCG
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 3,080,936 | 245,981 | 1.98% | 2.11% | 1 | -36,395 | -1.17% | Q4 2025 | Jan 27, 2026 |
| LPL Financial LLC | History | Added to | 2,448,326 | 195,474 | 0.05% | 0.06% | 2 | +160,038 | 6.99% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 1,149,360 | 91,764 | 0.01% | 0.01% | 3 | +104,588 | 10.01% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 967,995 | 77,284 | 0.02% | 0.03% | 4 | -35,182 | -3.51% | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | History | Added to | 916,927 | 73,207 | 0.08% | 0.08% | 5 | +64,943 | 7.62% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 841,443 | 67,180 | 0.04% | 0.04% | 6 | +36,460 | 4.53% | Q4 2025 | Feb 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 809,912 | 64,686 | 0.01% | 0.03% | 7 | -636,331 | -44.0% | Q4 2025 | Feb 17, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 625,720 | 49,957 | 1.56% | 1.69% | 8 | -9,538 | -1.5% | Q4 2025 | Jan 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 563,087 | 44,956 | 0.06% | 0.07% | 9 | -60,714 | -9.73% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 552,017 | 44,073 | 0.0% | 0.0% | 10 | +99,597 | 22.01% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 472,349 | 37,721 | 0.06% | 0.06% | 11 | -49,427 | -9.47% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 450,978 | 36,006 | 0.04% | 0.04% | 12 | +89,224 | 24.66% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 433,109 | 34,579 | 0.01% | 0.01% | 13 | -31,636 | -6.81% | Q4 2025 | Jan 29, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 421,283 | 33,635 | 4.23% | 4.69% | 14 | +8,822 | 2.14% | Q4 2025 | Jan 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 419,448 | 33,488 | 0.01% | 0.01% | 15 | -5,211 | -1.23% | Q4 2025 | Feb 13, 2026 |
| Rockport Wealth LLC | History | Reduced | 402,303 | 32,119 | 6.25% | 6.81% | 16 | -1,863 | -0.46% | Q4 2025 | Feb 06, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 352,307 | 29,414 | 4.59% | 4.71% | 17 | -8,693 | -2.41% | Q4 2025 | Feb 02, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 291,237 | 23,252 | 0.51% | 0.55% | 18 | +1,019 | 0.35% | Q4 2025 | Jan 07, 2026 |
| Arax Advisory Partners | History | New | 273,141 | 21,807 | 0.63% | — | 19 | +273,141 | New | Q4 2025 | Feb 13, 2026 |
| Cosner Financial Group, LLC | History | Added to | 270,444 | 21,592 | 11.02% | 11.95% | 20 | +1,864 | 0.69% | Q4 2025 | Jan 30, 2026 |
| ROYAL BANK OF CANADA | History | New | 270,303 | 21,581 | 0.0% | — | 21 | +270,303 | New | Q4 2025 | Feb 17, 2026 |
| Rodgers & Associates, LTD | History | Added to | 231,448 | 18,478 | 1.87% | 1.93% | 22 | +5,223 | 2.31% | Q4 2025 | Jan 22, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 223,763 | 17,865 | 2.07% | 2.09% | 23 | +13,101 | 6.22% | Q4 2025 | Feb 10, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 208,688 | 16,661 | 0.11% | 0.13% | 24 | -5,816 | -2.71% | Q4 2025 | Feb 17, 2026 |
| Steele Capital Management, Inc. | History | Added to | 203,324 | 16,233 | 0.7% | 0.74% | 25 | +1,484 | 0.74% | Q4 2025 | Jan 27, 2026 |
| Matrix Trust Co | History | Added to | 203,324 | 16,233 | 2.68% | 2.61% | 26 | +1,484 | 0.74% | Q4 2025 | Jan 13, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 200,442 | 16,003 | 2.5% | 2.07% | 27 | +64,236 | 47.16% | Q4 2025 | Feb 03, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 198,645 | 15,859 | 5.12% | 5.1% | 28 | +21,578 | 12.19% | Q4 2025 | Feb 02, 2026 |
| CWM, LLC | History | Added to | 196,225 | 15,667 | 0.04% | 0.05% | 29 | +3,795 | 1.97% | Q4 2025 | Jan 26, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 184,438 | 14,725 | 0.0% | 0.0% | 30 | -7,089 | -3.7% | Q4 2025 | Feb 10, 2026 |
| Allegheny Financial Group | History | Added to | 161,775 | 12,916 | 1.91% | 2.32% | 31 | +11,955 | 7.98% | Q4 2025 | Feb 02, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 159,323 | 12,720 | 1.37% | 1.64% | 32 | +4,163 | 2.68% | Q4 2025 | Jan 28, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 153,457 | 12,251 | 0.77% | 0.83% | 33 | +4,673 | 3.14% | Q4 2025 | Feb 06, 2026 |
| Eagle Strategies LLC | History | Added to | 150,387 | 12,006 | 1.53% | 1.53% | 34 | +11,806 | 8.52% | Q4 2025 | Jan 23, 2026 |
| GRANVILLE CAPITAL, INC. | History | New | 133,754 | 10,678 | 5.67% | — | 35 | +133,754 | New | Q4 2025 | Feb 13, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | Added to | 127,607 | 10,422 | 5.88% | 6.11% | 36 | +4,644 | 3.78% | Q4 2025 | Jan 09, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 129,827 | 10,365 | 0.55% | 0.62% | 37 | +8,822 | 7.29% | Q4 2025 | Jan 26, 2026 |
| Private Advisor Group, LLC | History | Reduced | 129,370 | 10,328 | 0.05% | 0.06% | 38 | -7,990 | -5.82% | Q4 2025 | Feb 17, 2026 |
| Sigma Planning Corp | History | Added to | 127,905 | 10,211 | 0.28% | 0.3% | 39 | +2,373 | 1.89% | Q4 2025 | Jan 30, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 127,572 | 10,185 | 0.49% | 0.42% | 40 | +55,345 | 76.63% | Q4 2025 | Feb 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 126,391 | 10,091 | 0.14% | 0.11% | 41 | +55,180 | 77.49% | Q4 2025 | Feb 06, 2026 |
| Integrated Investment Consultants, LLC | History | Reduced | 124,994 | 9,979 | 1.96% | 1.75% | 42 | -2,493 | -1.96% | Q4 2025 | Mar 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 124,731 | 9,958 | 0.03% | 0.03% | 43 | -13,121 | -9.52% | Q4 2025 | Feb 05, 2026 |
| Scott Capital Advisors, LLC | History | Added to | 111,594 | 8,909 | 1.97% | 2.08% | 44 | +1,455 | 1.32% | Q4 2025 | Jan 12, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 106,179 | 8,477 | 0.17% | 0.19% | 45 | +7,653 | 7.77% | Q4 2025 | Feb 03, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 101,373 | 8,093 | 0.01% | 0.01% | 46 | -1,022 | -1.0% | Q4 2025 | Feb 02, 2026 |
| Wood Tarver Financial Group, LLC | History | Added to | 100,267 | 8,005 | 2.25% | 2.36% | 47 | +3,611 | 3.74% | Q4 2025 | Feb 12, 2026 |
| PFS Partners, LLC | History | Added to | 98,237 | 7,843 | 3.59% | 3.82% | 48 | +1,068 | 1.1% | Q4 2025 | Jan 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 96,304 | 7,688 | 0.04% | 0.04% | 49 | +5,257 | 5.77% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 95,115 | 7,594 | 0.02% | 0.02% | 50 | +9,095 | 10.57% | Q4 2025 | Feb 13, 2026 |
| OxenFree Capital LLC | History | Added to | 91,838 | 7,332 | 3.85% | 3.98% | 51 | +5,102 | 5.88% | Q4 2025 | Jan 15, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | Added to | 86,162 | 6,879 | 4.44% | 4.67% | 52 | +478 | 0.56% | Q4 2025 | Jan 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 79,500 | 6,596 | 0.01% | 0.01% | 53 | +476 | 0.6% | Q4 2025 | Jan 08, 2026 |
| Certified Advisory Corp | History | Added to | 79,672 | 6,361 | 0.58% | 0.59% | 54 | +4,075 | 5.39% | Q4 2025 | Jan 12, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 79,594 | 6,354 | 0.09% | 0.07% | 55 | +6,555 | 8.97% | Q4 2025 | Feb 02, 2026 |
| Ipsen Advisor Group LLC | History | Added to | 79,020 | 6,308 | 4.48% | 4.68% | 56 | +374 | 0.48% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 73,187 | 5,843 | 0.0% | 0.0% | 57 | -473 | -0.64% | Q4 2025 | Feb 11, 2026 |
| Verde Capital Management | History | Added to | 69,854 | 5,577 | 1.19% | 1.24% | 58 | +2,454 | 3.64% | Q4 2025 | Feb 06, 2026 |
| NewEdge Advisors, LLC | History | Added to | 66,430 | 5,303 | 0.02% | 0.02% | 59 | +414 | 0.63% | Q4 2025 | Feb 18, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 63,437 | 5,064 | 0.92% | 0.85% | 60 | +6,435 | 11.29% | Q4 2025 | Jan 16, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Added to | 62,843 | 5,017 | 1.66% | 1.74% | 61 | +571 | 0.92% | Q4 2025 | Jan 22, 2026 |
| American Trust | History | Reduced | 62,488 | 4,989 | 0.42% | 0.78% | 62 | -48,605 | -43.75% | Q4 2025 | Feb 17, 2026 |
| Tandem Financial, LLC | History | Reduced | 65,401 | 4,939 | 5.92% | 2.9% | 63 | -28,816 | -30.58% | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 60,210 | 4,807 | 0.02% | 0.02% | 64 | +1,328 | 2.26% | Q4 2025 | Feb 13, 2026 |
| Summit Asset Management, LLC | History | Reduced | 57,796 | 4,614 | 0.65% | 0.75% | 65 | -979 | -1.67% | Q4 2025 | Feb 09, 2026 |
| &PARTNERS | History | Reduced | 56,472 | 4,506 | 0.02% | 0.03% | 66 | -151 | -0.27% | Q4 2025 | Feb 17, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Reduced | 55,952 | 4,467 | 2.09% | 2.26% | 67 | -2,024 | -3.49% | Q4 2025 | Jan 26, 2026 |
| Employees' Retirement Fund of the City of Fort Worth | History | Reduced | 55,500 | 4,431 | 1.98% | 4.8% | 68 | -56,900 | -50.62% | Q4 2025 | Feb 11, 2026 |
| Chaney Capital Management, Inc. | History | Added to | 54,252 | 4,331 | 1.49% | 1.56% | 69 | +1,026 | 1.93% | Q4 2025 | Jan 27, 2026 |
| NWAM LLC | History | Added to | 51,942 | 4,317 | 0.24% | 0.23% | 70 | +9 | 0.02% | Q4 2025 | Feb 04, 2026 |
| Kellett Wealth Advisors, LLC | History | Added to | 53,986 | 4,310 | 2.46% | 2.64% | 71 | +1,039 | 1.96% | Q4 2025 | Jan 23, 2026 |
| Virtus Wealth Solutions LLC | History | Reduced | 53,300 | 4,255 | 0.81% | 0.85% | 72 | -113 | -0.21% | Q4 2025 | Jan 29, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Added to | 53,081 | 4,238 | 1.5% | 1.45% | 73 | +5,390 | 11.3% | Q4 2025 | Feb 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 50,926 | 4,065 | 0.2% | 0.25% | 74 | +32 | 0.06% | Q4 2025 | Jan 28, 2026 |
| DDFG, Inc | History | Added to | 50,456 | 4,028 | 0.88% | 0.92% | 75 | +2,094 | 4.33% | Q4 2025 | Jan 08, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 49,148 | 3,924 | 0.01% | 0.01% | 76 | +169 | 0.35% | Q4 2025 | Feb 11, 2026 |
| Merit Financial Group, LLC | History | Reduced | 48,738 | 3,891 | 0.03% | 0.04% | 77 | -797 | -1.61% | Q4 2025 | Jan 26, 2026 |
| Creative Planning | History | Added to | 48,614 | 3,881 | 0.0% | 0.0% | 78 | +8,218 | 20.34% | Q4 2025 | Feb 17, 2026 |
| Black Diamond Financial, LLC | History | Reduced | 47,435 | 3,787 | 0.4% | 0.47% | 79 | -3,334 | -6.57% | Q4 2025 | Feb 03, 2026 |
| Premier Private Wealth Management LLC | History | New | 45,544 | 3,764 | 3.9% | — | 80 | +45,544 | New | Q4 2025 | Feb 11, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | Added to | 47,023 | 3,754 | 1.01% | 0.94% | 81 | +5,597 | 13.51% | Q4 2025 | Feb 02, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | Added to | 46,606 | 3,721 | 0.99% | 0.94% | 82 | +4,197 | 9.9% | Q4 2025 | Feb 09, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 43,797 | 3,638 | 0.17% | 0.2% | 83 | +2,219 | 5.34% | Q4 2025 | Feb 03, 2026 |
| James J. Burns & Company, LLC | History | Added to | 44,564 | 3,558 | 0.49% | 0.49% | 84 | +4,911 | 12.38% | Q4 2025 | Jan 23, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 41,326 | 3,299 | 0.91% | 0.89% | 85 | +1,639 | 4.13% | Q4 2025 | Feb 04, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 39,994 | 3,192 | 0.44% | 0.53% | 86 | -1,450 | -3.5% | Q4 2025 | Jan 23, 2026 |
| Marmo Financial Group, LLC | History | Reduced | 39,533 | 3,156 | 1.49% | 1.66% | 87 | -1,906 | -4.6% | Q4 2025 | Feb 03, 2026 |
| Family Legacy, Inc. | History | Added to | 38,701 | 3,089 | 0.92% | 0.95% | 88 | +1,090 | 2.9% | Q4 2025 | Feb 04, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 37,700 | 3,009 | 0.0% | — | 89 | +37,700 | New | Q4 2025 | Feb 17, 2026 |
| Prospect Financial Services LLC | History | Added to | 37,633 | 3,004 | 1.73% | 1.75% | 90 | +866 | 2.36% | Q4 2025 | Feb 06, 2026 |
| Leo Wealth, LLC | History | New | 36,361 | 2,863 | 0.21% | — | 91 | +36,361 | New | Q4 2025 | Jan 21, 2026 |
| Ignite Planners, LLC | History | Added to | 31,686 | 2,595 | 0.4% | 0.39% | 92 | +2,849 | 9.88% | Q4 2025 | Feb 06, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 32,325 | 2,580 | 0.28% | 0.32% | 93 | -2,780 | -7.92% | Q4 2025 | Jan 28, 2026 |
| Towne Trust Company, N.A | History | Added to | 32,116 | 2,564 | 0.8% | 0.53% | 94 | +12,362 | 62.58% | Q4 2025 | Jan 26, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 32,016 | 2,556 | 0.34% | — | 95 | +32,016 | New | Q4 2025 | Feb 04, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 31,376 | 2,505 | 0.46% | 0.47% | 96 | +26 | 0.08% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 30,842 | 2,462 | 0.04% | 0.04% | 97 | +435 | 1.43% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 30,424 | 2,429 | 0.0% | 0.0% | 98 | -35 | -0.11% | Q4 2025 | Feb 06, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 30,299 | 2,419 | 0.03% | 0.04% | 99 | +1,105 | 3.79% | Q4 2025 | Feb 09, 2026 |
| LRI Investments, LLC | History | No change | 29,730 | 2,373 | 0.19% | 0.2% | 100 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Capital Square, LLC | History | Reduced | 29,652 | 2,367 | 1.21% | 1.27% | 101 | -432 | -1.44% | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | New | 29,494 | 2,354 | 0.01% | — | 102 | +29,494 | New | Q4 2025 | Feb 12, 2026 |
| Accel Wealth Management | History | Added to | 28,950 | 2,311 | 0.63% | 0.64% | 103 | +2,378 | 8.95% | Q4 2025 | Jan 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 27,564 | 2,200 | 0.0% | 0.0% | 104 | -7,479 | -21.34% | Q4 2025 | Feb 18, 2026 |
| Horizon Family Wealth, Inc. | History | Added to | 27,403 | 2,187 | 1.16% | 0.18% | 105 | +23,551 | 611.4% | Q4 2025 | Feb 09, 2026 |
| Betterment LLC | History | Added to | 27,067 | 2,161 | 0.0% | 0.0% | 106 | +1,794 | 7.1% | Q4 2025 | Feb 12, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 26,957 | 2,152 | 0.09% | 0.09% | 107 | -174 | -0.64% | Q4 2025 | Jan 27, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 26,543 | 2,119 | 0.01% | 0.01% | 108 | +1,547 | 6.19% | Q4 2025 | Feb 17, 2026 |
| Sovran Advisors, LLC | History | Reduced | 25,020 | 2,087 | 0.18% | 0.2% | 109 | -2,980 | -10.64% | Q4 2025 | Jan 20, 2026 |
| Visionary Wealth Advisors | History | Reduced | 25,780 | 2,058 | 0.09% | 0.11% | 110 | -3,997 | -13.42% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 24,701 | 1,972 | 0.0% | 0.0% | 111 | +5,529 | 28.84% | Q4 2025 | Feb 17, 2026 |
| Focus Financial Network, Inc. | History | Added to | 22,852 | 1,824 | 0.06% | 0.07% | 112 | +636 | 2.86% | Q4 2025 | Jan 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 22,638 | 1,807 | 0.0% | 0.0% | 113 | +294 | 1.32% | Q4 2025 | Mar 25, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 22,451 | 1,792 | 0.03% | 0.04% | 114 | +84 | 0.38% | Q4 2025 | Jan 07, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Reduced | 22,378 | 1,790 | 0.24% | 0.26% | 115 | -241 | -1.07% | Q4 2025 | Jan 21, 2026 |
| Courage Miller Partners, LLC | History | Reduced | 22,245 | 1,776 | 0.53% | 0.57% | 116 | -870 | -3.76% | Q4 2025 | Jan 26, 2026 |
| Nilsine Partners, LLC | History | Added to | 22,216 | 1,773 | 0.15% | 0.13% | 117 | +4,901 | 28.3% | Q4 2025 | Jan 15, 2026 |
| United Advisor Group, LLC | History | Reduced | 22,112 | 1,765 | 0.22% | 0.26% | 118 | -1,468 | -6.23% | Q4 2025 | Jan 26, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 21,966 | 1,753 | 1.2% | 1.27% | 119 | +113 | 0.52% | Q4 2025 | Jan 14, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 21,921 | 1,750 | 0.1% | 0.1% | 120 | -77 | -0.35% | Q4 2025 | Feb 17, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 21,483 | 1,715 | 0.08% | 0.09% | 121 | -352 | -1.61% | Q4 2025 | Feb 13, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Added to | 21,262 | 1,697 | 0.48% | 0.54% | 122 | +6 | 0.03% | Q4 2025 | Feb 11, 2026 |
| AE Wealth Management LLC | History | Added to | 21,167 | 1,689 | 0.01% | 0.0% | 123 | +19,771 | 1416.26% | Q4 2025 | Jan 26, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 21,085 | 1,683 | 0.59% | 0.64% | 124 | +132 | 0.63% | Q4 2025 | Feb 10, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 19,820 | 1,654 | 0.05% | 0.05% | 125 | +706 | 3.69% | Q4 2025 | Jan 23, 2026 |
| Bonfire Financial | History | Reduced | 20,255 | 1,617 | 1.21% | 1.32% | 126 | -527 | -2.54% | Q4 2025 | Jan 27, 2026 |
| Horizon Investment Services, LLC | History | Added to | 20,090 | 1,604 | 0.58% | 0.62% | 127 | +324 | 1.64% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 19,942 | 1,592 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| McAdam, LLC | History | Reduced | 19,478 | 1,555 | 0.07% | 0.08% | 129 | -237 | -1.2% | Q4 2025 | Feb 13, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 19,184 | 1,531 | 0.59% | — | 130 | +19,184 | New | Q4 2025 | Feb 06, 2026 |
| JANE STREET GROUP, LLC | History | New | 19,070 | 1,522 | 0.0% | — | 131 | +19,070 | New | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 19,056 | 1,521 | 0.02% | 0.01% | 132 | +13,258 | 228.67% | Q4 2025 | Jan 23, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 18,063 | 1,498 | 0.06% | 0.06% | 133 | +672 | 3.86% | Q4 2025 | Jan 09, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 18,682 | 1,491 | 0.21% | 0.21% | 134 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Perissos Private Wealth Management, LLC | History | Added to | 18,148 | 1,448 | 1.25% | 1.09% | 135 | +6 | 0.03% | Q4 2025 | Feb 09, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 17,996 | 1,436 | 0.02% | 0.03% | 136 | +578 | 3.32% | Q4 2025 | Feb 19, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Reduced | 17,877 | 1,427 | 0.74% | 0.82% | 137 | -6 | -0.03% | Q4 2025 | Jan 29, 2026 |
| Stanich Group LLC | History | Reduced | 17,772 | 1,419 | 1.07% | 0.95% | 138 | -928 | -4.96% | Q4 2025 | Jan 23, 2026 |
| Equity Wealth Partners, LLC | History | Reduced | 17,776 | 1,419 | 0.92% | 1.2% | 139 | -52 | -0.29% | Q4 2025 | Jan 26, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 17,341 | 1,384 | 0.08% | 0.09% | 140 | +376 | 2.22% | Q4 2025 | Feb 04, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 16,717 | 1,334 | 0.0% | 0.0% | 141 | +10,810 | 183.0% | Q4 2025 | Feb 12, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 16,403 | 1,309 | 0.01% | 0.01% | 142 | +2,117 | 14.82% | Q4 2025 | Feb 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 15,864 | 1,281 | 0.09% | 0.06% | 143 | +6,377 | 67.22% | Q4 2025 | Jan 15, 2026 |
| Carnegie Investment Counsel | History | Added to | 15,700 | 1,253 | 0.02% | 0.02% | 144 | +632 | 4.19% | Q4 2025 | Jan 23, 2026 |
| HF Advisory Group, LLC | History | Added to | 15,580 | 1,243 | 0.43% | 0.45% | 145 | +662 | 4.44% | Q4 2025 | Jan 23, 2026 |
| Neumann Capital Management, LLC | History | No change | 15,076 | 1,203 | 0.35% | 0.36% | 146 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 14,978 | 1,195 | 0.01% | 0.0% | 147 | +9,957 | 198.31% | Q4 2025 | Feb 02, 2026 |
| KPP Advisory Services LLC | History | Added to | 14,922 | 1,191 | 0.17% | 0.18% | 148 | +63 | 0.42% | Q4 2025 | Feb 02, 2026 |
| CITIGROUP INC | History | Reduced | 14,806 | 1,182 | 0.0% | 0.0% | 149 | -464 | -3.04% | Q4 2025 | Feb 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 14,526 | 1,159 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | New | 14,079 | 1,124 | 0.0% | — | 151 | +14,079 | New | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 14,060 | 1,122 | 0.01% | 0.0% | 152 | +6,912 | 96.7% | Q4 2025 | Feb 12, 2026 |
| Faithward Advisors, LLC | History | Added to | 13,671 | 1,091 | 0.16% | 0.12% | 153 | +3,618 | 35.99% | Q4 2025 | Feb 17, 2026 |
| First Bank & Trust | History | Added to | 13,143 | 1,049 | 0.17% | 0.15% | 154 | +2,406 | 22.41% | Q4 2025 | Jan 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 12,888 | 1,028 | 0.0% | — | 155 | +12,888 | New | Q4 2025 | Feb 17, 2026 |
| Vise Technologies, Inc. | History | New | 12,749 | 1,017 | 0.02% | — | 156 | +12,749 | New | Q4 2025 | Feb 11, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 12,583 | 1,004 | 0.48% | 0.48% | 157 | +610 | 5.09% | Q4 2025 | Feb 05, 2026 |
| FMR LLC | History | Reduced | 12,453 | 994 | 0.0% | 0.0% | 158 | -101 | -0.8% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 12,292 | 981 | 0.02% | 0.04% | 159 | -8,773 | -41.65% | Q4 2025 | Feb 06, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 12,282 | 980 | 0.05% | 0.06% | 160 | +28 | 0.23% | Q4 2025 | Jan 20, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 12,244 | 977 | 0.0% | 0.0% | 161 | +164 | 1.36% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Reduced | 11,839 | 945 | 0.0% | 0.01% | 162 | -8,151 | -40.78% | Q4 2025 | Jan 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 11,652 | 930 | 0.02% | 0.02% | 163 | +1,617 | 16.11% | Q4 2025 | Feb 09, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | Added to | 11,642 | 929 | 0.44% | 0.46% | 164 | +234 | 2.05% | Q4 2025 | Jan 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 11,361 | 907 | 0.01% | 0.01% | 165 | -137 | -1.19% | Q4 2025 | Jan 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 11,184 | 893 | 0.01% | 0.0% | 166 | +3,588 | 47.24% | Q4 2025 | Jan 05, 2026 |
| LaFleur & Godfrey LLC | History | Added to | 11,153 | 890 | 0.11% | 0.1% | 167 | +1,426 | 14.66% | Q4 2025 | Feb 03, 2026 |
| Cresset Asset Management, LLC | History | No change | 11,114 | 887 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wilkerson Advisory Group LLC | History | New | 11,035 | 881 | 0.31% | — | 169 | +11,035 | New | Q4 2025 | Feb 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 10,930 | 872 | 0.07% | 0.07% | 170 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Cape Investment Advisory, Inc. | History | New | 10,700 | 854 | 0.26% | — | 171 | +10,700 | New | Q4 2025 | Feb 17, 2026 |
| WILLNER & HELLER, LLC | History | Added to | 10,180 | 812 | 0.58% | 0.64% | 172 | +126 | 1.25% | Q4 2025 | Jan 12, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 10,115 | 807 | 0.03% | 0.03% | 173 | -573 | -5.36% | Q4 2025 | Jan 27, 2026 |
| PFG Advisors | History | Reduced | 9,948 | 794 | 0.04% | 0.13% | 174 | -28,512 | -74.13% | Q4 2025 | Jan 27, 2026 |
| Ponta Wealth Partners, LLC | History | New | 9,774 | 780 | 0.73% | — | 175 | +9,774 | New | Q4 2025 | Feb 03, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 9,721 | 776 | 0.26% | 0.24% | 176 | +825 | 9.27% | Q4 2025 | Jan 28, 2026 |
| Truepoint, Inc. | History | Added to | 9,680 | 772 | 0.02% | 0.02% | 177 | +148 | 1.55% | Q4 2025 | Feb 11, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Reduced | 9,673 | 772 | 0.33% | 0.34% | 178 | -99 | -1.01% | Q4 2025 | Feb 10, 2026 |
| DAVENPORT & Co LLC | History | Added to | 9,587 | 765 | 0.0% | 0.0% | 179 | +1,515 | 18.77% | Q4 2025 | Jan 12, 2026 |
| Madison Wealth Partners, Inc | History | Reduced | 9,496 | 758 | 0.14% | 0.16% | 180 | -118 | -1.23% | Q4 2025 | Feb 10, 2026 |
| Compound Planning, Inc. | History | Reduced | 9,339 | 745 | 0.02% | 0.02% | 181 | -15 | -0.16% | Q4 2025 | Feb 19, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 9,318 | 743 | 0.06% | 0.06% | 182 | +845 | 9.97% | Q4 2025 | Jan 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 9,235 | 742 | 0.0% | 0.0% | 183 | -1,893 | -17.01% | Q4 2025 | Feb 05, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 9,286 | 741 | 0.09% | 0.21% | 185 | -9,315 | -50.08% | Q4 2025 | Feb 03, 2026 |
| Financial Freedom, LLC | History | Reduced | 9,291 | 741 | 0.37% | 0.4% | 184 | -515 | -5.25% | Q4 2025 | Feb 17, 2026 |
| Savant Capital, LLC | History | Reduced | 9,245 | 738 | 0.0% | 0.01% | 186 | -4,247 | -31.48% | Q4 2025 | Feb 10, 2026 |
| IHT Wealth Management, LLC | History | No change | 9,014 | 719 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | New | 8,934 | 713 | 0.01% | — | 188 | +8,934 | New | Q4 2025 | Mar 12, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 8,676 | 692 | 0.02% | — | 189 | +8,676 | New | Q4 2025 | Feb 17, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 8,591 | 685 | 0.07% | 0.1% | 190 | -2,257 | -20.81% | Q4 2025 | Feb 18, 2026 |
| Mutual Advisors, LLC | History | Added to | 8,375 | 668 | 0.01% | 0.02% | 191 | +1 | 0.01% | Q4 2025 | Feb 02, 2026 |
| MLP3, LLC | History | New | 8,309 | 663 | 0.72% | — | 192 | +8,309 | New | Q4 2025 | Feb 13, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 8,240 | 657 | 0.04% | 0.08% | 193 | -5,837 | -41.46% | Q4 2025 | Feb 17, 2026 |
| Michels Family Financial, LLC | History | Added to | 8,187 | 653 | 0.48% | 0.53% | 194 | +20 | 0.24% | Q4 2025 | Feb 19, 2026 |
| Falcon Wealth Planning | History | No change | 7,981 | 637 | 0.05% | 0.06% | 195 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Focus Partners Wealth | History | Added to | 7,856 | 627 | 0.0% | 0.0% | 196 | +245 | 3.22% | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 7,658 | 611 | 0.01% | 0.01% | 197 | +2,161 | 39.31% | Q4 2025 | Feb 17, 2026 |
| Mayfair Advisory Group, LLC | History | Reduced | 7,517 | 606 | 0.24% | 0.34% | 198 | -2,020 | -21.18% | Q4 2025 | Jan 21, 2026 |
| Addison Advisors LLC | History | No change | 7,550 | 602 | 0.14% | 0.14% | 199 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 7,420 | 592 | 0.0% | 0.0% | 200 | -138 | -1.83% | Q4 2025 | Feb 11, 2026 |
| MAI Capital Management | History | Added to | 7,412 | 591 | 0.0% | 0.0% | 201 | +2,934 | 65.52% | Q4 2025 | Feb 13, 2026 |
| MidAtlantic Capital Management, Inc. | History | Reduced | 7,113 | 567 | 0.36% | 0.4% | 202 | -42 | -0.59% | Q4 2025 | Feb 10, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 7,072 | 564 | 0.01% | 0.01% | 203 | +4 | 0.06% | Q4 2025 | Jan 28, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 6,987 | 557 | 0.03% | — | 204 | +6,987 | New | Q4 2025 | Feb 17, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 6,915 | 552 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ASSETMARK, INC | History | Reduced | 6,823 | 544 | 0.0% | 0.0% | 206 | -94 | -1.36% | Q4 2025 | Jan 23, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | No change | 6,750 | 544 | 0.32% | 0.32% | 207 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Added to | 6,675 | 532 | 0.11% | 0.12% | 208 | +77 | 1.17% | Q4 2025 | Jan 22, 2026 |
| Capital Analysts, LLC | History | Reduced | 6,555 | 523 | 0.02% | 0.03% | 209 | -4,478 | -40.59% | Q4 2025 | Feb 11, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 6,524 | 520 | 0.17% | 0.16% | 210 | +16 | 0.25% | Q4 2025 | Jan 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 6,508 | 519 | 0.02% | 0.02% | 211 | +828 | 14.58% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 6,475 | 516 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 6,396 | 510 | 0.09% | 0.11% | 213 | -571 | -8.2% | Q4 2025 | Feb 13, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 6,395 | 506 | 0.23% | 0.25% | 215 | +482 | 8.15% | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Reduced | 6,347 | 506 | 0.01% | 0.01% | 214 | -147 | -2.26% | Q4 2025 | Feb 09, 2026 |
| IFP Advisors, Inc | History | Reduced | 6,244 | 498 | 0.01% | 0.01% | 216 | -399 | -6.01% | Q4 2025 | Feb 06, 2026 |
| GTS SECURITIES LLC | History | New | 6,125 | 489 | 0.02% | — | 217 | +6,125 | New | Q4 2025 | Feb 13, 2026 |
| Meeder Advisory Services, Inc. | History | New | 6,079 | 485 | 0.02% | — | 218 | +6,079 | New | Q4 2025 | Feb 11, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 6,052 | 483 | 0.04% | 0.04% | 219 | -180 | -2.89% | Q4 2025 | Feb 10, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 6,041 | 482 | 0.01% | 0.01% | 220 | +444 | 7.93% | Q4 2025 | Feb 05, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 5,965 | 476 | 0.06% | 0.06% | 221 | -124 | -2.04% | Q4 2025 | Feb 13, 2026 |
| WealthTrak Capital Management LLC | History | Reduced | 5,780 | 461 | 0.33% | 0.4% | 222 | -27 | -0.46% | Q4 2025 | Feb 10, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 5,764 | 460 | 0.1% | 0.09% | 223 | +1,055 | 22.4% | Q4 2025 | Jan 09, 2026 |
| Cerity Partners LLC | History | Reduced | 5,651 | 451 | 0.0% | 0.0% | 224 | -952 | -14.42% | Q4 2025 | Feb 11, 2026 |
| BlueChip Wealth Advisors LLC | History | Added to | 5,563 | 444 | 0.19% | 0.09% | 225 | +2,881 | 107.42% | Q4 2025 | Feb 05, 2026 |
| Kaizen Financial Strategies | History | Added to | 5,538 | 442 | 0.19% | 0.2% | 226 | +15 | 0.27% | Q4 2025 | Jan 21, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 5,530 | 441 | 0.03% | 0.12% | 227 | -18,374 | -76.87% | Q4 2025 | Feb 13, 2026 |
| Fermata Advisors, LLC | History | Reduced | 5,496 | 438 | 0.11% | 0.12% | 228 | -12 | -0.22% | Q4 2025 | Jan 08, 2026 |
| Everstar Asset Management, LLC | History | No change | 5,450 | 435 | 0.23% | 0.26% | 229 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 5,408 | 431 | 0.0% | 0.0% | 230 | +2,123 | 64.63% | Q4 2025 | Jan 20, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 5,289 | 422 | 0.03% | 0.03% | 231 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Westside Investment Management, Inc. | History | No change | 5,250 | 421 | 0.07% | 0.07% | 232 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| IFG Advisory, LLC | History | Added to | 5,156 | 411 | 0.02% | 0.02% | 233 | +106 | 2.1% | Q4 2025 | Feb 10, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 5,119 | 408 | 0.01% | — | 234 | +5,119 | New | Q4 2025 | Jan 14, 2026 |
| GWN SECURITIES INC. | History | Added to | 5,091 | 406 | 0.08% | 0.09% | 235 | +303 | 6.33% | Q4 2025 | Feb 11, 2026 |
| Kaydan Wealth Management, Inc. | History | No change | 4,950 | 395 | 0.11% | 0.12% | 236 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Carrera Capital Advisors | History | New | 4,936 | 394 | 0.07% | — | 237 | +4,936 | New | Q4 2025 | Jan 30, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 4,870 | 388 | 0.0% | — | 238 | +4,870 | New | Q4 2025 | Feb 18, 2026 |
| Davis Investment Partners, LLC | History | Reduced | 4,800 | 387 | 0.14% | 0.18% | 239 | -1,500 | -23.81% | Q4 2025 | Jan 06, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 4,792 | 382 | 0.0% | 0.0% | 240 | +1,340 | 38.82% | Q4 2025 | Jan 29, 2026 |
| BLALOCK WILLIAMS, LLC | History | No change | 4,700 | 375 | 0.3% | 0.34% | 241 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Revisor Wealth Management LLC | History | Added to | 4,461 | 371 | 0.1% | 0.12% | 242 | +266 | 6.34% | Q4 2025 | Jan 27, 2026 |
| American Money Management, LLC | History | No change | 4,630 | 369 | 0.06% | 0.06% | 243 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| rebel Financial LLC | History | New | 4,608 | 367 | 0.16% | — | 244 | +4,608 | New | Q4 2025 | Mar 27, 2026 |
| Asset Management Group, Inc. | History | Added to | 4,556 | 363 | 0.06% | 0.06% | 245 | +12 | 0.26% | Q4 2025 | Feb 17, 2026 |
| Secure Asset Management, LLC | History | Added to | 4,536 | 362 | 0.06% | 0.06% | 246 | +267 | 6.25% | Q4 2025 | Jan 20, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 4,500 | 359 | 0.08% | 0.09% | 247 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Trilogy Capital Inc. | History | Reduced | 4,488 | 358 | 0.02% | 0.03% | 248 | -3,191 | -41.55% | Q4 2025 | Jan 22, 2026 |
| Journey Advisory Group, LLC | History | No change | 4,385 | 350 | 0.03% | 0.03% | 249 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Allworth Financial LP | History | New | 4,337 | 346 | 0.0% | — | 251 | +4,337 | New | Q4 2025 | Feb 05, 2026 |
| US BANCORP \DE\ | History | Added to | 4,335 | 346 | 0.0% | 0.0% | 250 | +42 | 0.98% | Q4 2025 | Jan 30, 2026 |
| Unified Investment Management | History | Added to | 4,150 | 331 | 0.33% | 0.33% | 252 | +102 | 2.52% | Q4 2025 | Feb 09, 2026 |
| Edge Financial Advisors LLC | History | Reduced | 4,123 | 329 | 0.14% | 0.16% | 254 | -99 | -2.34% | Q4 2025 | Jan 28, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 4,084 | 329 | 0.1% | 0.11% | 253 | +11 | 0.27% | Q4 2025 | Jan 06, 2026 |
| LongView Wealth Management | History | Added to | 3,897 | 322 | 0.08% | 0.08% | 255 | +111 | 2.93% | Q4 2025 | Jan 13, 2026 |
| Monetary Solutions, Ltd | History | New | 4,028 | 321 | 0.32% | — | 256 | +4,028 | New | Q4 2025 | Feb 23, 2026 |
| MEANS INVESTMENT CO., INC. | History | Reduced | 4,006 | 319 | 0.03% | 0.03% | 257 | -346 | -7.95% | Q4 2025 | Jan 26, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 3,930 | 313 | 0.04% | 0.06% | 258 | -1,025 | -20.69% | Q4 2025 | Feb 04, 2026 |
| Triangle Securities Wealth Management | History | Added to | 3,885 | 310 | 0.07% | 0.05% | 260 | +1,313 | 51.05% | Q4 2025 | Jan 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 3,890 | 310 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Northern Capital Management, Inc. | History | No change | 3,880 | 309 | 0.16% | 0.17% | 261 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 3,861 | 308 | 0.01% | 0.01% | 262 | +182 | 4.95% | Q4 2025 | Jan 09, 2026 |
| Richwood Investment Advisors, LLC | History | Reduced | 3,725 | 308 | 0.22% | 0.24% | 263 | -25 | -0.67% | Q4 2025 | Feb 12, 2026 |
| COMPASS CAPITAL MANAGEMENT, INC | History | New | 3,840 | 306 | 0.02% | — | 264 | +3,840 | New | Q4 2025 | Feb 12, 2026 |
| Rede Wealth, LLC | History | New | 3,786 | 302 | 0.1% | — | 265 | +3,786 | New | Q4 2025 | Jan 23, 2026 |
| TAGStone Capital, Inc. | History | Added to | 3,753 | 299 | 0.11% | 0.12% | 266 | +4 | 0.11% | Q4 2025 | Feb 10, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 3,719 | 296 | 0.03% | 0.03% | 267 | -353 | -8.67% | Q4 2025 | Jan 26, 2026 |
| Jacobi Capital Management LLC | History | Added to | 3,719 | 296 | 0.02% | 0.02% | 268 | +199 | 5.65% | Q4 2025 | Feb 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 3,659 | 292 | 0.02% | — | 269 | +3,659 | New | Q4 2025 | Feb 03, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 3,649 | 291 | 0.03% | 0.02% | 270 | +1,508 | 70.43% | Q4 2025 | Jan 12, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 3,606 | 287 | 0.01% | 0.01% | 271 | -163 | -4.32% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 3,591 | 286 | 0.0% | 0.0% | 272 | -24,697 | -87.31% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 3,557 | 283 | 0.0% | 0.0% | 273 | -591 | -14.25% | Q4 2025 | Feb 13, 2026 |
| Kovack Advisors, Inc. | History | New | 3,541 | 282 | 0.01% | — | 274 | +3,541 | New | Q4 2025 | Feb 17, 2026 |
| High Falls Advisors, Inc | History | No change | 3,503 | 279 | 0.06% | 0.06% | 275 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 3,490 | 278 | 0.08% | 0.08% | 276 | -70 | -1.97% | Q4 2025 | Feb 11, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | New | 3,330 | 277 | 0.07% | — | 277 | +3,330 | New | Q4 2025 | Jan 26, 2026 |
| Brooklyn Investment Group | History | New | 3,369 | 272 | 0.01% | — | 278 | +3,369 | New | Q4 2025 | Feb 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 3,405 | 271 | 0.04% | — | 279 | +3,405 | New | Q4 2025 | Feb 09, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 3,360 | 268 | 0.02% | 0.02% | 280 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 3,354 | 267 | 0.0% | 0.0% | 281 | +1 | 0.03% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 3,292 | 262 | 0.01% | 0.01% | 282 | -908 | -21.62% | Q4 2025 | Feb 06, 2026 |
| StoneX Group Inc. | History | Reduced | 3,249 | 259 | 0.01% | 0.01% | 283 | -181 | -5.28% | Q4 2025 | Feb 12, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 3,200 | 255 | 0.0% | 0.02% | 284 | -24,069 | -88.27% | Q4 2025 | Feb 13, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Added to | 3,153 | 251 | 0.05% | 0.04% | 285 | +441 | 16.26% | Q4 2025 | Feb 09, 2026 |
| Bogart Wealth, LLC | History | Added to | 3,111 | 248 | 0.01% | 0.01% | 286 | +1 | 0.03% | Q4 2025 | Jan 30, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 3,097 | 247 | 0.0% | 0.0% | 287 | -238 | -7.14% | Q4 2025 | Jan 26, 2026 |
| Kendall Capital Management | History | Added to | 3,069 | 245 | 0.05% | 0.06% | 288 | +2 | 0.07% | Q4 2025 | Jan 16, 2026 |
| Evanson Asset Management, LLC | History | No change | 3,000 | 239 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 2,862 | 231 | 0.01% | 0.01% | 290 | +240 | 9.15% | Q4 2025 | Feb 13, 2026 |
| Milestones Private Investment Advisors LLC | History | No change | 2,884 | 230 | 0.16% | 0.16% | 291 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| RAM Investment Partners, LLC | History | No change | 2,865 | 228 | 0.04% | 0.04% | 292 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Mosley Wealth Management | History | New | 2,715 | 226 | 0.1% | — | 294 | +2,715 | New | Q4 2025 | Feb 12, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 2,840 | 226 | 0.01% | 0.01% | 293 | -269 | -8.65% | Q4 2025 | Feb 13, 2026 |
| Procyon Advisors, LLC | History | Added to | 2,807 | 224 | 0.01% | 0.01% | 295 | +211 | 8.13% | Q4 2025 | Jan 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 2,797 | 223 | 0.0% | 0.0% | 296 | +273 | 10.82% | Q4 2025 | Feb 17, 2026 |
| Asempa Wealth Advisors | History | New | 2,793 | 222 | 0.19% | — | 297 | +2,793 | New | Q4 2025 | Jan 08, 2026 |
| Landing Point Financial Group, LLC | History | No change | 2,720 | 217 | 0.11% | 0.12% | 298 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Corient Private Wealth LLC | History | Reduced | 9,486 | 215 | 0.0% | 0.0% | 299 | -888 | -8.56% | Q4 2025 | Mar 09, 2026 |
| DAHRING {-} CUSMANO LLC | History | Reduced | 2,700 | 215 | 0.15% | 0.17% | 300 | -71 | -2.56% | Q4 2025 | Feb 05, 2026 |
| STEPHENS INC /AR/ | History | No change | 2,677 | 213 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| FC Advisory LLC | History | Reduced | 2,637 | 210 | 0.06% | 0.08% | 302 | -748 | -22.1% | Q4 2025 | Jan 13, 2026 |
| Clark Asset Management, LLC | History | New | 2,625 | 209 | 0.02% | — | 303 | +2,625 | New | Q4 2025 | Jan 27, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 2,580 | 205 | 0.0% | — | 305 | +2,580 | New | Q4 2025 | Feb 06, 2026 |
| Opal Wealth Advisors, LLC | History | No change | 2,572 | 205 | 0.05% | 0.06% | 304 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 12,373 | 202 | 0.0% | 0.02% | 306 | +484 | 4.07% | Q4 2025 | Feb 11, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 2,512 | 200 | 0.02% | 0.02% | 307 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Eagle Bay Advisors LLC | History | New | 2,400 | 191 | 0.14% | — | 308 | +2,400 | New | Q4 2025 | Jan 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 2,381 | 190 | 0.0% | 0.0% | 309 | +1,377 | 137.15% | Q4 2025 | Feb 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 2,387 | 190 | 0.0% | 0.0% | 310 | -207 | -7.98% | Q4 2025 | Feb 05, 2026 |
| CX Institutional | History | Added to | 2,247 | 179 | 0.01% | 0.0% | 311 | +892 | 65.83% | Q4 2025 | Feb 02, 2026 |
| Granite Investment Partners, LLC | History | No change | 2,209 | 176 | 0.01% | 0.01% | 312 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 2,215 | 176 | 0.05% | 0.05% | 313 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| City State Bank | History | No change | 2,148 | 171 | 0.05% | 0.05% | 314 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 2,094 | 167 | 0.06% | 0.07% | 315 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Parallel Advisors, LLC | History | No change | 1,848 | 147 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BankPlus Trust Department | History | No change | 1,752 | 139 | 0.04% | 0.04% | 317 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| MGB Wealth Management, LLC | History | Added to | 1,654 | 132 | 0.04% | 0.03% | 318 | +354 | 27.23% | Q4 2025 | Feb 17, 2026 |
| NBT BANK N A /NY | History | Reduced | 80 | 131 | 0.01% | 0.01% | 319 | -3 | -3.61% | Q4 2025 | Jan 23, 2026 |
| FIRST HORIZON CORP | History | No change | 1,627 | 129 | 0.01% | 0.01% | 320 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,567 | 125 | 0.0% | 0.0% | 321 | +1,291 | 467.75% | Q4 2025 | Feb 13, 2026 |
| Financial Perspectives, Inc | History | Added to | 1,563 | 124 | 0.03% | 0.04% | 322 | +4 | 0.26% | Q4 2025 | Jan 28, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 1,501 | 119 | 0.01% | — | 323 | +1,501 | New | Q4 2025 | Jan 26, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 1,471 | 117 | 0.01% | 0.01% | 324 | +168 | 12.89% | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,416 | 113 | 0.0% | 0.0% | 325 | +493 | 53.41% | Q4 2025 | Feb 09, 2026 |
| Avalon Trust Co | History | Reduced | 1,200 | 95 | 0.01% | 0.01% | 326 | -800 | -40.0% | Q4 2025 | Feb 09, 2026 |
| Concord Wealth Partners | History | New | 1,076 | 85 | 0.01% | — | 327 | +1,076 | New | Q4 2025 | Jan 29, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 930 | 74 | 0.0% | — | 328 | +930 | New | Q4 2025 | Feb 13, 2026 |
| Operose Advisors LLC | History | No change | 888 | 70 | 0.02% | 0.02% | 329 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 867 | 69 | 0.0% | 0.0% | 330 | -1,574 | -64.48% | Q4 2025 | Mar 16, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 772 | 61 | 0.01% | 0.01% | 332 | +86 | 12.54% | Q4 2025 | Feb 13, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 774 | 61 | 0.01% | 0.01% | 331 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SFAM, LLC | History | New | 759 | 60 | 0.05% | — | 333 | +759 | New | Q4 2025 | Feb 12, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 731 | 58 | 0.02% | 0.03% | 334 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TD Capital Management LLC | History | Added to | 723 | 57 | 0.01% | 0.01% | 335 | +1 | 0.14% | Q4 2025 | Feb 26, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 641 | 51 | 0.0% | 0.0% | 336 | -4 | -0.62% | Q4 2025 | Feb 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 618 | 49 | 0.0% | — | 337 | +618 | New | Q4 2025 | Jan 21, 2026 |
| Sound Income Strategies, LLC | History | New | 594 | 49 | 0.0% | — | 338 | +594 | New | Q4 2025 | Jan 21, 2026 |
| Basepoint Wealth LLC | History | New | 589 | 47 | 0.03% | — | 339 | +589 | New | Q4 2025 | Feb 10, 2026 |
| Networth Advisors, LLC | History | New | 589 | 47 | 0.03% | — | 340 | +589 | New | Q4 2025 | Jan 22, 2026 |
| MCF Advisors LLC | History | No change | 550 | 43 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Kingdom Financial Group LLC. | History | New | 530 | 42 | 0.01% | — | 342 | +530 | New | Q4 2025 | Feb 06, 2026 |
| GGM Financials LLC | History | Added to | 535 | 42 | 0.02% | 0.02% | 343 | +1 | 0.19% | Q4 2025 | Feb 04, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 513 | 41 | 0.0% | 0.0% | 344 | -4 | -0.77% | Q4 2025 | Jan 28, 2026 |
| TSFG, LLC | History | Added to | 517 | 41 | 0.01% | 0.01% | 345 | +2 | 0.39% | Q4 2025 | Feb 04, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | New | 510 | 40 | 0.02% | — | 346 | +510 | New | Q4 2025 | Jan 27, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 460 | 36 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 453 | 36 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| FIFTH THIRD BANCORP | History | No change | 446 | 35 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Oakworth Capital, Inc. | History | No change | 420 | 33 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| St. Johns Investment Management Company, LLC | History | No change | 400 | 31 | 0.01% | 0.01% | 351 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 400 | 31 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| DAGCO, INC. | History | New | 380 | 30 | 0.01% | — | 353 | +380 | New | Q4 2025 | Jan 08, 2026 |
| Nemes Rush Group LLC | History | Added to | 366 | 29 | 0.0% | 0.0% | 354 | +1 | 0.27% | Q4 2025 | Feb 11, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 358 | 28 | 0.0% | 0.0% | 355 | -368 | -50.69% | Q4 2025 | Jan 29, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 360 | 28 | 0.0% | — | 356 | +360 | New | Q4 2025 | Jan 30, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 337 | 26 | 0.01% | 0.01% | 357 | +1 | 0.3% | Q4 2025 | Jan 28, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 313 | 24 | 0.02% | — | 358 | +313 | New | Q4 2025 | Feb 10, 2026 |
| YANKCOM Partnership | History | New | 300 | 23 | 0.01% | — | 361 | +300 | New | Q4 2025 | Jan 20, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 292 | 23 | 0.0% | 0.0% | 360 | +82 | 39.05% | Q4 2025 | Feb 12, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 297 | 23 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Cornerstone Financial Management LLC | History | New | 287 | 22 | 0.02% | — | 363 | +287 | New | Q4 2025 | Feb 13, 2026 |
| SYM FINANCIAL Corp | History | New | 282 | 22 | 0.0% | — | 362 | +282 | New | Q4 2025 | Feb 13, 2026 |
| Quest 10 Wealth Builders, Inc. | History | New | 263 | 20 | 0.02% | — | 366 | +263 | New | Q4 2025 | Jan 29, 2026 |
| CoreCap Advisors, LLC | History | New | 254 | 20 | 0.0% | — | 364 | +254 | New | Q4 2025 | Jan 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 254 | 20 | 0.01% | 0.01% | 365 | +1 | 0.4% | Q4 2025 | Jan 09, 2026 |
| WHITTIER TRUST CO | History | No change | 240 | 19 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Wealth Watch Advisors, INC | History | No change | 230 | 18 | 0.01% | 0.01% | 368 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BAYBAN | History | New | 220 | 17 | 0.02% | — | 370 | +220 | New | Q4 2025 | Mar 05, 2026 |
| EASTERN BANK | History | No change | 222 | 17 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Archer Investment Corp | History | Reduced | 180 | 14 | 0.0% | 0.01% | 371 | -162 | -47.37% | Q4 2025 | Jan 30, 2026 |
| ORG Partners LLC | History | No change | 151 | 12 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | New | 143 | 11 | 0.02% | — | 373 | +143 | New | Q4 2025 | Feb 13, 2026 |
| Biltmore Family Office, LLC | History | New | 120 | 9 | 0.0% | — | 374 | +120 | New | Q4 2025 | Feb 04, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 121 | 9 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 105 | 8 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Caitlin John, LLC | History | No change | 102 | 8 | 0.01% | 0.01% | 377 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| BFSG, LLC | History | New | 100 | 7 | 0.0% | — | 378 | +100 | New | Q4 2025 | Jan 22, 2026 |
| Key FInancial Inc | History | No change | 96 | 7 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Spire Wealth Management | History | No change | 98 | 7 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 78 | 6 | 0.01% | 0.01% | 381 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 63 | 5 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 61 | 4 | 0.0% | 0.0% | 384 | -1 | -1.61% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 60 | 4 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 38 | 3 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Asset Dedication, LLC | History | No change | 48 | 3 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| EPG Wealth Management LLC | History | No change | 48 | 3 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Keystone Financial Group, Inc. | History | No change | 40 | 3 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| one8zero8, LLC | History | New | 30 | 2 | 0.0% | — | 389 | +30 | New | Q4 2025 | Feb 17, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 18 | 1 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Fortitude Financial, LLC | History | Closed out | 0 | 0 | — | 11.58% | — | -169,478 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Elevation Capital Advisory, LLC | History | Closed out | 0 | 0 | — | 3.09% | — | -93,437 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Bouvel Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.78% | — | -30,668 | -100.0% | Q3 2025 | Oct 22, 2025 |
| IBEX WEALTH ADVISORS | History | Closed out | 0 | 0 | — | 0.09% | — | -11,959 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -8,039 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Summit Financial, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,092 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,708 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,227 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Snider Financial Group | History | Closed out | 0 | 0 | — | 0.06% | — | -2,871 | -100.0% | Q3 2025 | Nov 07, 2025 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -2,843 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Breakwater Capital Group | History | Closed out | 0 | 0 | — | 0.03% | — | -2,500 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Lansing Street Advisors | History | Closed out | 0 | 0 | — | 0.05% | — | -2,466 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Integrated Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -2,394 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -705 | -100.0% | Q3 2025 | Nov 06, 2025 |
| FRANKLIN RESOURCES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -627 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Windsor Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -370 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -242 | -100.0% | Q3 2025 | Nov 07, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -57 | -100.0% | Q3 2025 | Oct 09, 2025 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Reduced | 1 | 0 | — | 0.0% | — | -13 | -92.86% | Q4 2025 | Feb 02, 2026 |
| Signature Equity Partners, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 17, 2026 |
| Provident Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |