iSHARES TRUST - IOO
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 28,357,364 | 3,592,027 | 0.06% | 0.06% | 1 | +521,332 | 1.87% | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 2,780,348 | 352,186 | 0.22% | 0.23% | 2 | -48,264 | -1.71% | Q4 2025 | Feb 10, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 1,276,938 | 161,749 | 3.09% | 3.43% | 3 | -65,556 | -4.88% | Q4 2025 | Jan 26, 2026 |
| LPL Financial LLC | History | Added to | 1,219,233 | 154,440 | 0.04% | 0.04% | 4 | +134,689 | 12.42% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 1,013,535 | 128,384 | 0.01% | 0.01% | 5 | +42,957 | 4.43% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 976,995 | 123,755 | 0.01% | 0.01% | 6 | +132,197 | 15.65% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 637,728 | 80,780 | 0.03% | 0.03% | 7 | -20,187 | -3.07% | Q4 2025 | Feb 18, 2026 |
| STEPHENS INC /AR/ | History | Added to | 471,532 | 59,728 | 0.74% | 0.64% | 8 | +53,088 | 12.69% | Q4 2025 | Feb 05, 2026 |
| UBS Group AG | History | Added to | 454,693 | 57,595 | 0.01% | 0.01% | 9 | +73,860 | 19.39% | Q4 2025 | Jan 29, 2026 |
| ROYAL BANK OF CANADA | History | New | 397,873 | 50,399 | 0.01% | — | 10 | +397,873 | New | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 382,361 | 48,433 | 0.01% | 0.01% | 11 | +94,047 | 32.62% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 349,312 | 44,247 | 0.05% | 0.05% | 12 | -25,065 | -6.7% | Q4 2025 | Feb 17, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 323,379 | 40,962 | 3.44% | 3.43% | 13 | -6,878 | -2.08% | Q4 2025 | Jan 12, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 295,700 | 37,456 | 0.68% | 0.75% | 14 | -20,677 | -6.54% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 280,089 | 35,478 | 0.01% | 0.01% | 15 | -101,999 | -26.7% | Q4 2025 | Feb 10, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 251,534 | 31,861 | 0.33% | 0.32% | 16 | -13,967 | -5.26% | Q4 2025 | Jan 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 224,928 | 28,491 | 0.01% | 0.0% | 17 | +8,538 | 3.95% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 218,048 | 27,620 | 0.07% | 0.07% | 18 | -11,416 | -4.98% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 198,924 | 25,205 | 0.04% | 0.03% | 19 | -1,115 | -0.56% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 162,198 | 20,545 | 0.01% | 0.01% | 20 | +12,684 | 8.48% | Q4 2025 | Feb 13, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 158,101 | 20,017 | 0.08% | 0.08% | 21 | -2,075 | -1.3% | Q4 2025 | Feb 12, 2026 |
| Twelve Points Wealth Management LLC | History | Added to | 155,216 | 19,939 | 4.49% | 2.81% | 22 | +61,210 | 65.11% | Q4 2025 | Jan 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 136,951 | 17,347 | 0.01% | 0.01% | 23 | +4,412 | 3.33% | Q4 2025 | Feb 12, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 136,881 | 17,338 | 3.21% | 3.14% | 24 | +4,889 | 3.7% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 134,428 | 17,197 | 0.02% | 0.03% | 25 | -5,568 | -3.98% | Q4 2025 | Jan 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 134,795 | 17,074 | 0.02% | 0.02% | 26 | -11,743 | -8.01% | Q4 2025 | Feb 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 130,723 | 16,558 | 0.11% | 0.11% | 27 | +2,623 | 2.05% | Q4 2025 | Feb 17, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 115,236 | 14,597 | 0.86% | 0.79% | 28 | +9,253 | 8.73% | Q4 2025 | Feb 10, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 114,796 | 14,541 | 5.72% | 5.69% | 29 | -3,251 | -2.75% | Q4 2025 | Feb 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 114,196 | 14,465 | 0.01% | 0.01% | 30 | +17,711 | 18.36% | Q4 2025 | Feb 17, 2026 |
| Retirement Management Systems Inc. | History | New | 109,172 | 13,828 | 3.54% | — | 31 | +109,172 | New | Q4 2025 | Feb 12, 2026 |
| Hudock, Inc. | History | Added to | 104,490 | 13,235 | 1.95% | 1.86% | 32 | +2,493 | 2.44% | Q4 2025 | Feb 12, 2026 |
| Certified Advisory Corp | History | Added to | 101,543 | 12,862 | 1.17% | 1.13% | 33 | +2,115 | 2.13% | Q4 2025 | Jan 12, 2026 |
| Focus Partners Wealth | History | Added to | 99,358 | 12,585 | 0.01% | 0.02% | 34 | +3,611 | 3.77% | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 97,953 | 12,407 | 0.05% | 0.05% | 35 | -135 | -0.14% | Q4 2025 | Feb 12, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 95,876 | 12,144 | 4.79% | 4.83% | 36 | +257 | 0.27% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | New | 89,644 | 11,355 | 0.0% | — | 37 | +89,644 | New | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Reduced | 84,640 | 10,721 | 0.01% | 0.01% | 38 | -1,598 | -1.85% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 83,896 | 10,627 | 0.0% | 0.0% | 39 | +75,264 | 871.92% | Q4 2025 | Feb 17, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 83,668 | 10,598 | 0.59% | 0.64% | 40 | -2,509 | -2.91% | Q4 2025 | Feb 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 82,682 | 10,473 | 0.03% | 0.03% | 41 | -5,042 | -5.75% | Q4 2025 | Feb 05, 2026 |
| Green Ridge Wealth Planning LLC | History | New | 76,146 | 9,645 | 4.93% | — | 42 | +76,146 | New | Q4 2025 | Mar 11, 2026 |
| Alexis Investment Partners, LLC | History | Added to | 75,492 | 9,604 | 3.57% | 0.75% | 43 | +2,154 | 2.94% | Q4 2025 | Jan 29, 2026 |
| Bluesphere Advisors LLC | History | Reduced | 75,374 | 9,547 | 4.22% | 4.15% | 44 | -82 | -0.11% | Q4 2025 | Jan 21, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 74,472 | 9,433 | 0.16% | 0.21% | 45 | -29,705 | -28.51% | Q4 2025 | Jan 28, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 72,865 | 9,229 | 0.01% | 0.01% | 46 | +5,155 | 7.61% | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 69,360 | 8,785 | 0.04% | 0.04% | 47 | -6,786 | -8.91% | Q4 2025 | Feb 13, 2026 |
| Sigma Planning Corp | History | Reduced | 68,647 | 8,695 | 0.24% | 0.28% | 48 | -12,099 | -14.98% | Q4 2025 | Jan 30, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 65,735 | 8,326 | 0.31% | 0.59% | 49 | -9,849 | -13.03% | Q4 2025 | Feb 04, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 65,600 | 8,309 | 1.22% | — | 50 | +65,600 | New | Q4 2025 | Feb 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 63,545 | 8,049 | 0.1% | 0.13% | 51 | -17,830 | -21.91% | Q4 2025 | Jan 29, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 61,149 | 7,746 | 0.25% | — | 52 | +61,149 | New | Q4 2025 | Feb 13, 2026 |
| Newbridge Financial Services Group, Inc. | History | Reduced | 56,395 | 7,143 | 1.11% | 1.02% | 53 | -402 | -0.71% | Q4 2025 | Jan 21, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 55,931 | 7,084 | 0.08% | 0.06% | 54 | -4,106 | -6.84% | Q4 2025 | Feb 13, 2026 |
| Catalyst Investment Management LLC | History | New | 53,783 | 6,812 | 6.45% | — | 55 | +53,783 | New | Q4 2025 | Feb 20, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 50,892 | 6,446 | 0.13% | 0.13% | 56 | +806 | 1.61% | Q4 2025 | Feb 06, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 50,106 | 6,347 | 0.72% | 0.68% | 57 | -117 | -0.23% | Q4 2025 | Jan 21, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 48,065 | 6,088 | 0.69% | 0.64% | 58 | +4,183 | 9.53% | Q4 2025 | Jan 09, 2026 |
| Stonebridge Financial Group, LLC / MO | History | New | 48,019 | 6,082 | 5.26% | — | 59 | +48,019 | New | Q4 2025 | Feb 04, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 47,571 | 6,059 | 0.0% | — | 60 | +47,571 | New | Q4 2025 | Feb 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 47,579 | 6,027 | 0.28% | 0.27% | 61 | -963 | -1.98% | Q4 2025 | Feb 13, 2026 |
| Capital International Investors | History | Added to | 46,467 | 5,918 | 0.0% | 0.0% | 62 | +29,361 | 171.64% | Q4 2025 | Feb 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 46,453 | 5,884 | 0.28% | 0.33% | 63 | +656 | 1.43% | Q4 2025 | Jan 28, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 45,540 | 5,800 | 0.39% | 0.4% | 64 | +1,497 | 3.4% | Q4 2025 | Jan 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 43,232 | 5,476 | 0.03% | 0.03% | 65 | -1,297 | -2.91% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 43,206 | 5,473 | 0.01% | 0.01% | 66 | +3,070 | 7.65% | Q4 2025 | Feb 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 43,150 | 5,465 | 0.03% | 0.03% | 67 | -830 | -1.89% | Q4 2025 | Feb 12, 2026 |
| ASSETMARK, INC | History | Reduced | 42,834 | 5,425 | 0.01% | 0.01% | 68 | -2,086 | -4.64% | Q4 2025 | Jan 23, 2026 |
| Whelan Financial | History | Added to | 40,903 | 5,181 | 1.62% | 1.42% | 69 | +3,519 | 9.41% | Q4 2025 | Feb 02, 2026 |
| FAGAN ASSOCIATES, INC. | History | Reduced | 40,422 | 5,120 | 0.68% | 0.68% | 70 | -490 | -1.2% | Q4 2025 | Jan 30, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 39,305 | 4,978 | 0.0% | 0.0% | 71 | +241 | 0.62% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | New | 37,670 | 4,771 | 0.0% | — | 72 | +37,670 | New | Q4 2025 | Feb 12, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 35,269 | 4,467 | 0.08% | 0.09% | 73 | -1,133 | -3.11% | Q4 2025 | Jan 16, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 34,864 | 4,416 | 0.08% | 0.09% | 74 | +1,572 | 4.72% | Q4 2025 | Feb 09, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 34,698 | 4,395 | 1.27% | 1.24% | 75 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 34,172 | 4,328 | 0.19% | 0.18% | 76 | -56 | -0.16% | Q4 2025 | Feb 12, 2026 |
| Focus Financial Network, Inc. | History | Added to | 33,523 | 4,246 | 0.15% | 0.12% | 78 | +4,739 | 16.46% | Q4 2025 | Jan 12, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 33,520 | 4,246 | 0.16% | 0.15% | 77 | +1,333 | 4.14% | Q4 2025 | Feb 17, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 32,069 | 4,062 | 1.73% | 1.57% | 79 | +1,668 | 5.49% | Q4 2025 | Jan 22, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 30,663 | 3,884 | 0.01% | 0.01% | 80 | +9,088 | 42.12% | Q4 2025 | Mar 16, 2026 |
| Powell Investment Advisors, LLC | History | Added to | 29,522 | 3,739 | 1.29% | 1.23% | 81 | +240 | 0.82% | Q4 2025 | Feb 09, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 27,800 | 3,521 | 0.22% | 0.22% | 82 | -71 | -0.25% | Q4 2025 | Feb 06, 2026 |
| IEQ CAPITAL, LLC | History | No change | 26,826 | 3,398 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 26,723 | 3,385 | 0.06% | 0.07% | 84 | +683 | 2.62% | Q4 2025 | Feb 06, 2026 |
| GLOBALT Investments LLC / GA | History | No change | 26,355 | 3,338 | 0.12% | 0.12% | 85 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Vickerman Investment Advisors, Inc. | History | Reduced | 25,249 | 3,198 | 0.64% | 0.62% | 86 | -209 | -0.82% | Q4 2025 | Feb 12, 2026 |
| Rathbones Group PLC | History | Reduced | 24,415 | 3,092 | 0.01% | 0.01% | 87 | -125 | -0.51% | Q4 2025 | Feb 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 24,339 | 3,083 | 0.06% | 0.07% | 88 | -669 | -2.68% | Q4 2025 | Feb 09, 2026 |
| FMR LLC | History | Added to | 24,332 | 3,082 | 0.0% | 0.0% | 89 | +1,015 | 4.35% | Q4 2025 | Feb 17, 2026 |
| LWM Advisory Services, LLC | History | Added to | 23,962 | 3,035 | 1.78% | 1.62% | 90 | +830 | 3.59% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 23,617 | 2,991 | 0.0% | 0.0% | 91 | +132 | 0.56% | Q4 2025 | Feb 06, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Added to | 21,050 | 2,666 | 0.92% | 0.86% | 92 | +1,729 | 8.95% | Q4 2025 | Feb 10, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 20,353 | 2,578 | 0.09% | 0.1% | 93 | -570 | -2.72% | Q4 2025 | Feb 04, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 20,307 | 2,570 | 0.02% | 0.02% | 94 | -374 | -1.81% | Q4 2025 | Jan 27, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | No change | 19,587 | 2,481 | 1.15% | 1.14% | 95 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 19,411 | 2,458 | 0.01% | 0.01% | 96 | +606 | 3.22% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 19,169 | 2,428 | 0.03% | 0.03% | 97 | +1,122 | 6.22% | Q4 2025 | Jan 23, 2026 |
| Curbstone Financial Management Corp | History | Added to | 19,150 | 2,425 | 0.46% | 0.44% | 98 | +270 | 1.43% | Q4 2025 | Jan 23, 2026 |
| Waverly Advisors, LLC | History | Added to | 19,027 | 2,410 | 0.02% | 0.02% | 99 | +4,564 | 31.56% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 18,921 | 2,396 | 0.0% | 0.0% | 100 | -645 | -3.3% | Q4 2025 | Feb 13, 2026 |
| Legacy Advisory Services, LLC | History | Added to | 18,743 | 2,374 | 1.78% | 1.67% | 101 | +262 | 1.42% | Q4 2025 | Jan 23, 2026 |
| Cerity Partners LLC | History | No change | 17,370 | 2,200 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 16,960 | 2,148 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| One Capital Management, LLC | History | New | 16,825 | 2,131 | 0.06% | — | 104 | +16,825 | New | Q4 2025 | Feb 10, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 16,800 | 2,128 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| GeoWealth Management, LLC | History | Added to | 16,748 | 2,121 | 0.08% | 0.06% | 106 | +3,984 | 31.21% | Q4 2025 | Feb 17, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 16,474 | 2,086 | 0.22% | 0.2% | 107 | +1,438 | 9.56% | Q4 2025 | Feb 18, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 16,200 | 2,052 | 0.0% | 0.0% | 108 | +11,500 | 244.68% | Q4 2025 | Feb 12, 2026 |
| US BANCORP \DE\ | History | Added to | 15,799 | 2,001 | 0.0% | 0.0% | 109 | +1,108 | 7.54% | Q4 2025 | Jan 30, 2026 |
| GTS SECURITIES LLC | History | New | 15,748 | 1,994 | 0.07% | — | 110 | +15,748 | New | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 15,702 | 1,988 | 0.0% | 0.0% | 111 | +390 | 2.55% | Q4 2025 | Feb 13, 2026 |
| BCS Wealth Management | History | Added to | 15,346 | 1,943 | 0.2% | 0.21% | 112 | +7,673 | 100.0% | Q4 2025 | Jan 26, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Added to | 15,345 | 1,943 | 0.94% | 0.87% | 113 | +408 | 2.73% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 14,348 | 1,817 | 0.0% | 0.0% | 114 | +1,039 | 7.81% | Q4 2025 | Feb 17, 2026 |
| Hidden Cove Wealth Management, LLC | History | Reduced | 14,191 | 1,797 | 1.16% | 1.19% | 115 | -846 | -5.63% | Q4 2025 | Feb 02, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 13,949 | 1,766 | 0.06% | 0.06% | 116 | -474 | -3.29% | Q4 2025 | Feb 03, 2026 |
| Creekside Partners | History | No change | 13,441 | 1,702 | 0.72% | 0.71% | 117 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 13,082 | 1,657 | 0.11% | 0.1% | 118 | +462 | 3.66% | Q4 2025 | Jan 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 12,990 | 1,645 | 0.0% | 0.0% | 119 | -297 | -2.24% | Q4 2025 | Feb 18, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Reduced | 12,550 | 1,589 | 0.69% | 0.71% | 120 | -344 | -2.67% | Q4 2025 | Jan 29, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | Reduced | 12,397 | 1,570 | 0.91% | 0.9% | 121 | -44 | -0.35% | Q4 2025 | Jan 28, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 12,350 | 1,564 | 0.04% | 0.04% | 122 | -230 | -1.83% | Q4 2025 | Jan 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 11,905 | 1,508 | 0.0% | 0.0% | 123 | +20 | 0.17% | Q4 2025 | Mar 25, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 11,433 | 1,448 | 0.02% | 0.02% | 124 | -106 | -0.92% | Q4 2025 | Jan 20, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | Reduced | 11,223 | 1,421 | 0.45% | 0.59% | 125 | -3,914 | -25.86% | Q4 2025 | Feb 10, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 11,195 | 1,418 | 0.07% | 0.06% | 126 | +20 | 0.18% | Q4 2025 | Jan 21, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 10,632 | 1,353 | 0.03% | 0.03% | 127 | +500 | 4.93% | Q4 2025 | Jan 28, 2026 |
| Drake & Associates, LLC | History | Reduced | 10,567 | 1,338 | 0.27% | 0.29% | 128 | -339 | -3.11% | Q4 2025 | Feb 23, 2026 |
| Visionary Wealth Advisors | History | Reduced | 10,458 | 1,324 | 0.06% | 0.06% | 129 | -443 | -4.06% | Q4 2025 | Feb 13, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 10,380 | 1,314 | 0.06% | 0.06% | 130 | +66 | 0.64% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 10,236 | 1,296 | 0.02% | 0.02% | 131 | -149 | -1.43% | Q4 2025 | Feb 02, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 10,124 | 1,282 | 0.1% | 0.08% | 132 | -250 | -2.41% | Q4 2025 | Feb 17, 2026 |
| ALESCO ADVISORS LLC | History | No change | 10,115 | 1,281 | 0.03% | 0.03% | 133 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Corient Private Wealth LLC | History | Added to | 10,090 | 1,278 | 0.0% | 0.0% | 134 | +1,882 | 22.93% | Q4 2025 | Mar 09, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 10,071 | 1,275 | 0.02% | 0.02% | 135 | +114 | 1.14% | Q4 2025 | Feb 09, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 10,062 | 1,274 | 0.04% | 0.04% | 136 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Hilltop Holdings Inc. | History | Added to | 9,908 | 1,255 | 0.07% | 0.06% | 137 | +893 | 9.91% | Q4 2025 | Feb 17, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 12,489 | 1,238 | 0.11% | 0.11% | 138 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Montis Financial, LLC | History | Reduced | 9,214 | 1,167 | 0.23% | 0.35% | 139 | -3,556 | -27.85% | Q4 2025 | Feb 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 9,129 | 1,156 | 0.01% | 0.01% | 140 | +1,851 | 25.43% | Q4 2025 | Feb 18, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 9,088 | 1,151 | 0.02% | 0.04% | 141 | -6,783 | -42.74% | Q4 2025 | Jan 07, 2026 |
| KPP Advisory Services LLC | History | Reduced | 8,752 | 1,108 | 0.16% | 0.16% | 142 | -299 | -3.3% | Q4 2025 | Feb 02, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | No change | 8,718 | 1,104 | 0.81% | 0.76% | 143 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 8,694 | 1,101 | 0.81% | 0.81% | 144 | +66 | 0.76% | Q4 2025 | Feb 05, 2026 |
| RFG Advisory, LLC | History | Added to | 8,488 | 1,075 | 0.02% | 0.02% | 145 | +297 | 3.63% | Q4 2025 | Feb 03, 2026 |
| Pathstone Holdings, LLC | History | New | 8,401 | 1,064 | 0.0% | — | 146 | +8,401 | New | Q4 2025 | Feb 13, 2026 |
| World Investment Advisors | History | Reduced | 8,360 | 1,058 | 0.02% | 0.02% | 147 | -770 | -8.43% | Q4 2025 | Mar 12, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 8,254 | 1,045 | 0.11% | 0.13% | 148 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| JENNISON ASSOCIATES LLC | History | New | 7,987 | 1,011 | 0.0% | — | 149 | +7,987 | New | Q4 2025 | Jan 30, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 7,817 | 990 | 0.0% | 0.0% | 150 | -784 | -9.12% | Q4 2025 | Feb 06, 2026 |
| Fortitude Family Office, LLC | History | No change | 7,800 | 988 | 0.23% | 0.25% | 151 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| DMKC Advisory Services, LLC | History | Added to | 7,646 | 968 | 0.42% | 0.47% | 152 | +2 | 0.03% | Q4 2025 | Jan 30, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 7,509 | 951 | 0.03% | 0.03% | 153 | -71 | -0.94% | Q4 2025 | Jan 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 7,302 | 924 | 0.01% | 0.01% | 154 | +33 | 0.45% | Q4 2025 | Feb 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 7,065 | 894 | 0.0% | 0.0% | 155 | -153 | -2.12% | Q4 2025 | Feb 02, 2026 |
| Three Cord True Wealth Management, LLC | History | Reduced | 7,033 | 890 | 0.52% | 0.62% | 156 | -619 | -8.09% | Q4 2025 | Feb 05, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Reduced | 6,983 | 884 | 0.28% | 0.28% | 157 | -99 | -1.4% | Q4 2025 | Feb 12, 2026 |
| Arkadios Wealth Advisors | History | Added to | 6,965 | 882 | 0.02% | 0.02% | 158 | +445 | 6.83% | Q4 2025 | Feb 13, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 6,556 | 830 | 0.06% | 0.08% | 159 | -1,350 | -17.08% | Q4 2025 | Jan 09, 2026 |
| Legacy Financial Strategies, LLC | History | No change | 6,518 | 825 | 0.15% | 0.14% | 160 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Merit Financial Group, LLC | History | Reduced | 6,502 | 823 | 0.01% | 0.01% | 161 | -2,537 | -28.07% | Q4 2025 | Jan 26, 2026 |
| Financial Freedom, LLC | History | Added to | 6,296 | 797 | 0.4% | 0.38% | 162 | +7 | 0.11% | Q4 2025 | Feb 17, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 6,103 | 773 | 0.2% | 0.2% | 163 | -187 | -2.97% | Q4 2025 | Jan 22, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 6,083 | 770 | 0.08% | 0.08% | 164 | -291 | -4.57% | Q4 2025 | Feb 13, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 5,944 | 753 | 0.02% | 0.02% | 165 | -138 | -2.27% | Q4 2025 | Feb 12, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 5,883 | 745 | 0.08% | 0.08% | 166 | -150 | -2.49% | Q4 2025 | Jan 23, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 5,833 | 738 | 0.01% | 0.0% | 167 | +936 | 19.11% | Q4 2025 | Feb 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 5,461 | 691 | 0.01% | 0.01% | 168 | +90 | 1.68% | Q4 2025 | Jan 29, 2026 |
| GLENMEDE TRUST CO NA | History | New | 5,362 | 679 | 0.0% | — | 169 | +5,362 | New | Q4 2025 | Feb 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 5,303 | 671 | 0.0% | — | 170 | +5,303 | New | Q4 2025 | Feb 18, 2026 |
| MidAtlantic Capital Management, Inc. | History | Reduced | 5,303 | 671 | 0.43% | 0.44% | 171 | -28 | -0.53% | Q4 2025 | Feb 10, 2026 |
| OneAscent Financial Services LLC | History | New | 5,212 | 660 | 0.06% | — | 172 | +5,212 | New | Q4 2025 | Feb 11, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 5,157 | 653 | 0.0% | 0.0% | 173 | -321 | -5.86% | Q4 2025 | Feb 18, 2026 |
| Mirador Capital Partners LP | History | Reduced | 5,139 | 650 | 0.09% | 0.1% | 174 | -730 | -12.44% | Q4 2025 | Jan 14, 2026 |
| BlackDiamond Wealth Management, LLC | History | Added to | 5,007 | 649 | 0.32% | 0.29% | 175 | +569 | 12.82% | Q4 2025 | Feb 10, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 5,106 | 646 | 0.08% | 0.07% | 176 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| BigSur Wealth Management LLC | History | No change | 5,076 | 642 | 0.16% | 0.15% | 177 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| WHITTIER TRUST CO | History | No change | 5,000 | 639 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 5,005 | 634 | 0.09% | 0.09% | 180 | -16 | -0.32% | Q4 2025 | Jan 06, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | No change | 5,006 | 634 | 0.23% | 0.23% | 179 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| MLP3, LLC | History | New | 4,992 | 632 | 0.69% | — | 181 | +4,992 | New | Q4 2025 | Feb 13, 2026 |
| Weaver Consulting Group | History | No change | 4,916 | 622 | 0.15% | 0.15% | 182 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 4,803 | 618 | 0.1% | 0.31% | 183 | -9,389 | -66.16% | Q4 2025 | Feb 06, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 4,885 | 618 | 0.21% | — | 184 | +4,885 | New | Q4 2025 | Mar 27, 2026 |
| Parallel Advisors, LLC | History | Reduced | 4,709 | 596 | 0.01% | 0.01% | 185 | -250 | -5.04% | Q4 2025 | Feb 11, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 4,676 | 592 | 0.0% | 0.0% | 186 | -30 | -0.64% | Q4 2025 | Feb 12, 2026 |
| Cambridge Financial Group, LLC | History | New | 4,640 | 591 | 0.21% | — | 187 | +4,640 | New | Q4 2025 | Jan 09, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 4,630 | 586 | 0.06% | 0.06% | 188 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| WPWealth LLP | History | No change | 4,610 | 583 | 0.09% | 0.09% | 189 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 4,517 | 572 | 0.02% | 0.02% | 190 | +315 | 7.5% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Added to | 4,461 | 565 | 0.0% | 0.0% | 191 | +504 | 12.74% | Q4 2025 | Feb 13, 2026 |
| Virtu Financial LLC | History | New | 4,407 | 558 | 0.02% | — | 192 | +4,407 | New | Q4 2025 | Feb 23, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 4,282 | 542 | 0.02% | — | 193 | +4,282 | New | Q4 2025 | Jan 09, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 4,248 | 537 | 0.0% | 0.0% | 194 | +180 | 4.42% | Q4 2025 | Feb 17, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 4,204 | 532 | 0.4% | 0.39% | 195 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Secure Asset Management, LLC | History | Added to | 4,171 | 528 | 0.08% | 0.08% | 196 | +46 | 1.12% | Q4 2025 | Jan 20, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | No change | 4,042 | 512 | 0.06% | 0.06% | 197 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Gallagher Capital Advisors, LLC | History | New | 3,996 | 506 | 0.33% | — | 198 | +3,996 | New | Q4 2025 | Feb 12, 2026 |
| Nicholas Hoffman & Company, LLC. | History | New | 3,912 | 495 | 0.01% | — | 199 | +3,912 | New | Q4 2025 | Feb 02, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 3,901 | 494 | 0.0% | 0.0% | 200 | -10,253 | -72.44% | Q4 2025 | Feb 17, 2026 |
| Mascagni Wealth Management, Inc. | History | Reduced | 3,905 | 494 | 0.37% | 0.37% | 201 | -83 | -2.08% | Q4 2025 | Feb 11, 2026 |
| Stronghold Wealth Management L.L.C. | History | New | 3,806 | 482 | 0.71% | — | 202 | +3,806 | New | Q4 2025 | Feb 06, 2026 |
| Aprio Wealth Management, LLC | History | New | 3,800 | 481 | 0.03% | — | 203 | +3,800 | New | Q4 2025 | Jan 29, 2026 |
| COMERICA BANK | History | Reduced | 3,671 | 464 | 0.0% | 0.0% | 204 | -6 | -0.16% | Q4 2025 | Jan 29, 2026 |
| IFP Advisors, Inc | History | Added to | 3,656 | 463 | 0.01% | 0.01% | 205 | +750 | 25.81% | Q4 2025 | Feb 06, 2026 |
| CHOREO, LLC | History | Added to | 3,601 | 458 | 0.01% | 0.01% | 206 | +63 | 1.78% | Q4 2025 | Jan 23, 2026 |
| FIFTH THIRD BANCORP | History | No change | 3,593 | 455 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 3,586 | 454 | 0.14% | 0.45% | 208 | -272 | -7.05% | Q4 2025 | Feb 17, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 3,580 | 453 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Sowell Financial Services LLC | History | Added to | 3,550 | 449 | 0.02% | 0.02% | 210 | +5 | 0.14% | Q4 2025 | Jan 21, 2026 |
| Capital World Investors | History | New | 3,491 | 444 | 0.0% | — | 211 | +3,491 | New | Q4 2025 | Feb 11, 2026 |
| LongView Wealth Management | History | Added to | 3,442 | 443 | 0.11% | 0.11% | 213 | +77 | 2.29% | Q4 2025 | Jan 13, 2026 |
| Vawter Financial, Ltd. | History | No change | 3,500 | 443 | 0.19% | 0.19% | 212 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Klingman & Associates, LLC | History | No change | 3,475 | 440 | 0.02% | 0.02% | 214 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,465 | 438 | 0.0% | 0.0% | 215 | +2 | 0.06% | Q4 2025 | Feb 06, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 3,420 | 433 | 0.03% | 0.03% | 216 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 3,348 | 424 | 0.05% | 0.05% | 217 | +9 | 0.27% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 3,298 | 417 | 0.06% | — | 218 | +3,298 | New | Q4 2025 | Feb 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 3,336 | 415 | 0.01% | 0.01% | 219 | +47 | 1.43% | Q4 2025 | Feb 11, 2026 |
| SFMG, LLC | History | Added to | 3,283 | 415 | 0.03% | 0.03% | 220 | +11 | 0.34% | Q4 2025 | Feb 10, 2026 |
| Palisade Asset Management, LLC | History | No change | 3,220 | 407 | 0.04% | 0.04% | 221 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SkyOak Wealth, LLC | History | Reduced | 3,123 | 395 | 0.07% | 0.07% | 222 | -50 | -1.58% | Q4 2025 | Feb 05, 2026 |
| Financial Council, LLC | History | No change | 3,116 | 394 | 0.16% | 0.17% | 223 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Atala Financial Inc | History | No change | 3,118 | 394 | 0.25% | 0.23% | 224 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Cresset Asset Management, LLC | History | Added to | 3,027 | 383 | 0.0% | 0.0% | 225 | +679 | 28.92% | Q4 2025 | Feb 17, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Reduced | 3,012 | 381 | 0.02% | 0.02% | 226 | -305 | -9.2% | Q4 2025 | Jan 22, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 2,982 | 377 | 0.01% | 0.01% | 228 | +819 | 37.86% | Q4 2025 | Feb 12, 2026 |
| Prospera Financial Services Inc | History | Reduced | 2,979 | 377 | 0.01% | 0.01% | 227 | -84 | -2.74% | Q4 2025 | Feb 09, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 2,909 | 368 | 0.02% | 0.03% | 229 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| RiverTree Advisors, LLC | History | Reduced | 2,858 | 362 | 0.23% | 0.23% | 230 | -111 | -3.74% | Q4 2025 | Jan 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 2,856 | 361 | 0.0% | 0.0% | 231 | -425 | -12.95% | Q4 2025 | Jan 29, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | New | 2,847 | 360 | 0.08% | — | 232 | +2,847 | New | Q4 2025 | Feb 12, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | New | 2,743 | 347 | 0.0% | — | 233 | +2,743 | New | Q4 2025 | Feb 12, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Reduced | 2,730 | 345 | 0.1% | 0.08% | 234 | -500 | -15.48% | Q4 2025 | Feb 12, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 2,714 | 343 | 0.02% | 0.02% | 235 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Savant Capital, LLC | History | Reduced | 2,695 | 341 | 0.0% | 0.0% | 236 | -29 | -1.06% | Q4 2025 | Feb 10, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 2,674 | 339 | 0.09% | 0.12% | 237 | -273 | -9.26% | Q4 2025 | Jan 27, 2026 |
| CIBC Asset Management Inc | History | No change | 2,647 | 335 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HB Wealth Management, LLC | History | No change | 2,608 | 330 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | New | 2,570 | 325 | 0.0% | — | 240 | +2,570 | New | Q4 2025 | Feb 17, 2026 |
| Grey Ledge Advisors, LLC | History | Reduced | 2,569 | 325 | 0.07% | 0.09% | 241 | -672 | -20.73% | Q4 2025 | Feb 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2,529 | 320 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SIERRA OCEAN, LLC | History | No change | 2,521 | 319 | 0.26% | 0.25% | 243 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Avise Financial Cooperative, Inc. | History | New | 2,440 | 309 | 0.28% | — | 244 | +2,440 | New | Q4 2025 | Feb 11, 2026 |
| Future Financial Wealth Managment LLC | History | No change | 2,452 | 306 | 0.21% | 0.19% | 245 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 2,400 | 304 | 0.01% | 0.02% | 246 | -2,000 | -45.45% | Q4 2025 | Feb 02, 2026 |
| Symphony Financial, Ltd. Co. | History | New | 2,366 | 301 | 0.04% | — | 247 | +2,366 | New | Q4 2025 | Feb 11, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 2,371 | 300 | 0.01% | 0.01% | 248 | -546 | -18.72% | Q4 2025 | Feb 03, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 2,366 | 299 | 0.03% | 0.03% | 249 | -134 | -5.36% | Q4 2025 | Jan 20, 2026 |
| M&T BANK CORP | History | No change | 2,359 | 298 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Allworth Financial LP | History | New | 2,332 | 295 | 0.0% | — | 251 | +2,332 | New | Q4 2025 | Feb 05, 2026 |
| Signal Advisors Wealth, LLC | History | New | 2,331 | 295 | 0.02% | — | 252 | +2,331 | New | Q4 2025 | Jan 13, 2026 |
| OneAscent Wealth Management LLC | History | Reduced | 2,312 | 292 | 0.1% | 0.11% | 253 | -379 | -14.08% | Q4 2025 | Feb 11, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 2,271 | 292 | 0.01% | 0.02% | 254 | +8 | 0.35% | Q4 2025 | Feb 03, 2026 |
| PCM Encore, LLC | History | New | 2,286 | 289 | 0.06% | — | 255 | +2,286 | New | Q4 2025 | Feb 13, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 2,231 | 282 | 0.01% | 0.01% | 256 | +8 | 0.36% | Q4 2025 | Jan 30, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | No change | 2,185 | 276 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | Reduced | 2,150 | 272 | 0.02% | 0.02% | 258 | -750 | -25.86% | Q4 2025 | Feb 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 2,125 | 269 | 0.0% | 0.0% | 259 | -37 | -1.71% | Q4 2025 | Feb 17, 2026 |
| BROWN ADVISORY INC | History | No change | 2,126 | 269 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Strait & Sound Wealth Management LLC | History | No change | 2,125 | 269 | 0.1% | 0.1% | 261 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Valmark Advisers, Inc. | History | Added to | 2,115 | 267 | 0.0% | 0.0% | 262 | +39 | 1.88% | Q4 2025 | Jan 26, 2026 |
| Americana Partners, LLC | History | Added to | 2,094 | 265 | 0.01% | 0.01% | 263 | +1 | 0.05% | Q4 2025 | Feb 06, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | No change | 2,082 | 263 | 0.02% | 0.02% | 264 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Kovack Advisors, Inc. | History | New | 2,059 | 260 | 0.01% | — | 265 | +2,059 | New | Q4 2025 | Feb 17, 2026 |
| Eddie Patel Inc | History | New | 2,026 | 256 | 0.19% | — | 266 | +2,026 | New | Q4 2025 | Feb 17, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 2,004 | 253 | 0.0% | — | 269 | +2,004 | New | Q4 2025 | Feb 13, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 2,000 | 253 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | No change | 2,000 | 253 | 0.02% | 0.02% | 268 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Breakwater Investment Management | History | No change | 1,990 | 252 | 0.09% | 0.09% | 270 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Affiance Financial, LLC | History | Reduced | 1,952 | 247 | 0.04% | 0.05% | 271 | -115 | -5.56% | Q4 2025 | Jan 21, 2026 |
| Darrow Company, Inc. | History | Reduced | 1,915 | 242 | 0.11% | 0.11% | 272 | -23 | -1.19% | Q4 2025 | Jan 27, 2026 |
| RESOLUTE CAPITAL, LLC | History | New | 1,852 | 234 | 0.1% | — | 274 | +1,852 | New | Q4 2025 | Feb 10, 2026 |
| Carnegie Investment Counsel | History | No change | 1,855 | 234 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| HRT FINANCIAL LP | History | New | 1,805 | 228 | 0.0% | — | 275 | +1,805 | New | Q4 2025 | Feb 12, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 1,798 | 227 | 0.04% | — | 276 | +1,798 | New | Q4 2025 | Feb 12, 2026 |
| Concorde Asset Management, LLC | History | New | 1,735 | 219 | 0.09% | — | 277 | +1,735 | New | Q4 2025 | Feb 13, 2026 |
| Bill Few Associates, Inc. | History | No change | 1,700 | 215 | 0.05% | 0.05% | 278 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| D.A. DAVIDSON & CO. | History | New | 1,693 | 214 | 0.0% | — | 280 | +1,693 | New | Q4 2025 | Jan 29, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 1,690 | 214 | 0.0% | — | 279 | +1,690 | New | Q4 2025 | Feb 13, 2026 |
| Granite Harbor Advisors, Inc. | History | No change | 1,677 | 212 | 0.09% | 0.08% | 281 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Stark Wealth Management LLC | History | Reduced | 1,666 | 211 | 0.79% | 0.93% | 282 | -31 | -1.83% | Q4 2025 | Feb 17, 2026 |
| Financial Engines Advisors L.L.C. | History | New | 1,654 | 209 | 0.0% | — | 283 | +1,654 | New | Q4 2025 | Feb 12, 2026 |
| RDA Financial Network | History | Reduced | 1,644 | 208 | 0.05% | 0.06% | 285 | -393 | -19.29% | Q4 2025 | Jan 06, 2026 |
| Wealthspire Advisors, LLC | History | No change | 1,646 | 208 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Thomasville National Bank | History | Reduced | 1,615 | 204 | 0.01% | 0.01% | 286 | -80 | -4.72% | Q4 2025 | Jan 26, 2026 |
| SIMON QUICK ADVISORS, LLC | History | New | 1,609 | 203 | 0.01% | — | 288 | +1,609 | New | Q4 2025 | Jan 29, 2026 |
| Traynor Capital Management, Inc. | History | New | 1,604 | 203 | 0.01% | — | 287 | +1,604 | New | Q4 2025 | Jan 12, 2026 |
| Matrix Trust Co | History | Reduced | 1,588 | 201 | 0.03% | 0.15% | 289 | -6,386 | -80.09% | Q4 2025 | Jan 13, 2026 |
| TSFG, LLC | History | No change | 1,500 | 190 | 0.03% | 0.03% | 290 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| CWM, LLC | History | Added to | 1,279 | 162 | 0.0% | 0.0% | 291 | +85 | 7.12% | Q4 2025 | Jan 26, 2026 |
| TRUST CO OF VERMONT | History | Added to | 1,278 | 161 | 0.01% | 0.0% | 292 | +754 | 143.89% | Q4 2025 | Jan 16, 2026 |
| LRI Investments, LLC | History | New | 1,263 | 159 | 0.01% | — | 294 | +1,263 | New | Q4 2025 | Feb 04, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,260 | 159 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,190 | 152 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| High Note Wealth, LLC | History | No change | 1,090 | 138 | 0.03% | 0.03% | 296 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 1,243 | 130 | 0.11% | — | 297 | +1,243 | New | Q4 2025 | Feb 10, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,000 | 126 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 845 | 107 | 0.06% | 0.06% | 299 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Blue Trust, Inc. | History | No change | 800 | 101 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Crewe Advisors LLC | History | New | 756 | 95 | 0.01% | — | 301 | +756 | New | Q4 2025 | Jan 16, 2026 |
| AdvisorNet Financial, Inc | History | No change | 745 | 94 | 0.01% | 0.01% | 302 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 704 | 89 | 0.02% | 0.02% | 303 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| AlphaCore Capital LLC | History | New | 651 | 82 | 0.0% | — | 304 | +651 | New | Q4 2025 | Feb 05, 2026 |
| TD Capital Management LLC | History | Added to | 598 | 75 | 0.01% | 0.01% | 305 | +2 | 0.34% | Q4 2025 | Feb 26, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 565 | 71 | 0.01% | 0.0% | 306 | +127 | 29.0% | Q4 2025 | Jan 26, 2026 |
| Strive Financial Group ,LLC | History | New | 559 | 70 | 0.03% | — | 308 | +559 | New | Q4 2025 | Feb 18, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 553 | 70 | 0.0% | 0.0% | 307 | +1 | 0.18% | Q4 2025 | Feb 11, 2026 |
| Arax Advisory Partners | History | New | 452 | 57 | 0.0% | — | 309 | +452 | New | Q4 2025 | Feb 13, 2026 |
| Glassman Wealth Services | History | No change | 446 | 56 | 0.01% | 0.01% | 310 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 439 | 55 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 425 | 53 | 0.0% | 0.0% | 313 | -21 | -4.71% | Q4 2025 | Feb 20, 2026 |
| TORONTO DOMINION BANK | History | No change | 420 | 53 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | New | 408 | 51 | 0.0% | — | 315 | +408 | New | Q4 2025 | Feb 17, 2026 |
| Center for Financial Planning, Inc. | History | No change | 404 | 51 | 0.01% | 0.01% | 314 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| EFG International AG | History | New | 400 | 50 | 0.0% | — | 317 | +400 | New | Q4 2025 | Feb 17, 2026 |
| Rossmore Private Capital | History | No change | 400 | 50 | 0.0% | 0.01% | 316 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 384 | 48 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 355 | 45 | 0.0% | 0.0% | 319 | +125 | 54.35% | Q4 2025 | Jan 21, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 351 | 44 | 0.02% | 0.02% | 320 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| CoreCap Advisors, LLC | History | No change | 300 | 38 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Seneschal Advisors, LLC | History | No change | 300 | 38 | 0.03% | 0.03% | 322 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 295 | 37 | 0.02% | 0.02% | 323 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Richardson Capital Management LLC | History | Reduced | 288 | 36 | 0.02% | 0.02% | 324 | -38 | -11.66% | Q4 2025 | Jan 30, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 289 | 36 | 0.0% | 0.0% | 325 | -27 | -8.54% | Q4 2025 | Feb 13, 2026 |
| NBC SECURITIES, INC. | History | Added to | 277 | 35 | 0.0% | 0.0% | 326 | +51 | 22.57% | Q4 2025 | Jan 29, 2026 |
| Olistico Wealth, LLC | History | New | 276 | 34 | 0.02% | — | 328 | +276 | New | Q4 2025 | Jan 13, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 275 | 34 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Sound Income Strategies, LLC | History | No change | 240 | 30 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| AE Wealth Management LLC | History | Reduced | 236 | 29 | 0.0% | 0.0% | 330 | -135 | -36.39% | Q4 2025 | Jan 26, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 201 | 25 | 0.0% | — | 335 | +201 | New | Q4 2025 | Jan 22, 2026 |
| Clearstead Advisors, LLC | History | No change | 200 | 25 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HM PAYSON & CO | History | No change | 200 | 25 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 203 | 25 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 200 | 25 | 0.02% | 0.02% | 334 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 185 | 23 | 0.0% | — | 336 | +185 | New | Q4 2025 | Feb 03, 2026 |
| JNBA Financial Advisors | History | No change | 178 | 22 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Front Row Advisors LLC | History | No change | 180 | 22 | 0.01% | 0.01% | 338 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Global Wealth Strategies & Associates | History | No change | 161 | 20 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 156 | 19 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | New | 142 | 17 | 0.0% | — | 342 | +142 | New | Q4 2025 | Feb 13, 2026 |
| ST GERMAIN D J CO INC | History | No change | 140 | 17 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Greenline Wealth Management LLC | History | New | 114 | 14 | 0.01% | — | 344 | +114 | New | Q4 2025 | Feb 13, 2026 |
| IAG Wealth Partners, LLC | History | No change | 115 | 14 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 99 | 12 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Independence Bank of Kentucky | History | No change | 90 | 11 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Copia Wealth Management | History | No change | 88 | 11 | 0.01% | 0.01% | 347 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 135 | 10 | 0.0% | 0.0% | 348 | +85 | 170.0% | Q4 2025 | Feb 17, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 80 | 10 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| GHP Investment Advisors, Inc. | History | New | 70 | 8 | 0.0% | — | 350 | +70 | New | Q4 2025 | Jan 27, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 56 | 7 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| New Millennium Group LLC | History | Reduced | 50 | 6 | 0.0% | 0.0% | 352 | -1 | -1.96% | Q4 2025 | Feb 06, 2026 |
| Dunhill Financial, LLC | History | No change | 48 | 6 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Laurel Wealth Advisors LLC | History | New | 42 | 5 | 0.0% | — | 355 | +42 | New | Q4 2025 | Jan 30, 2026 |
| Spire Wealth Management | History | New | 40 | 5 | 0.0% | — | 356 | +40 | New | Q4 2025 | Jan 14, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 42 | 5 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| HOWE & RUSLING INC | History | New | 25 | 3 | 0.0% | — | 357 | +25 | New | Q4 2025 | Feb 17, 2026 |
| CrossGen Wealth, LLC | History | New | 16 | 2 | 0.0% | — | 363 | +16 | New | Q4 2025 | Feb 19, 2026 |
| Inlight Wealth Management, LLC | History | No change | 22 | 2 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | No change | 23 | 2 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| WFA of San Diego, LLC | History | No change | 21 | 2 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Evolution Advisers, Inc. | History | No change | 19 | 2 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Decker Retirement Planning Inc. | History | No change | 16 | 2 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| OBSIDIAN CIO, LLC | History | New | 7 | 1 | 0.0% | — | 364 | +7 | New | Q4 2025 | Feb 18, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -263,694 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Donoghue Forlines LLC | History | Closed out | 0 | 0 | — | 0.73% | — | -19,610 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Obermeyer Wealth Partners | History | Closed out | 0 | 0 | — | 0.01% | — | -2,251 | -100.0% | Q3 2025 | Oct 27, 2025 |
| John W. Brooker & Co., CPAs | History | Closed out | 0 | 0 | — | 0.44% | — | -1,818 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Ignite Planners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,676 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,674 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Dogwood Wealth Management LLC | History | Reduced | 1 | 0 | — | 0.09% | — | -1,633 | -99.94% | Q4 2025 | Feb 04, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -763 | -100.0% | Q3 2025 | Oct 29, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -643 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Founders Financial Alliance, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -81 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -51 | -100.0% | Q3 2025 | Nov 07, 2025 |