iSHARES TRUST - IQLT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 55,312,118 | 2,513,935 | 1.59% | 1.56% | 1 | +2,269,023 | 4.28% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 26,348,823 | 1,197,554 | 0.09% | 0.08% | 2 | -264,968 | -1.0% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 18,239,931 | 829,004 | 0.45% | 0.6% | 3 | -4,136,004 | -18.48% | Q4 2025 | Feb 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 16,475,605 | 748,814 | 0.22% | 0.2% | 4 | +725,000 | 4.6% | Q4 2025 | Feb 10, 2026 |
| Richard Bernstein Advisors LLC | History | Added to | 12,750,445 | 579,507 | 17.03% | 13.33% | 5 | +2,216,790 | 21.04% | Q4 2025 | Feb 03, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 12,131,474 | 551,438 | 0.12% | 0.09% | 6 | +3,262,224 | 36.78% | Q4 2025 | Feb 17, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 6,444,572 | 292,905 | 5.22% | 3.08% | 7 | +2,956,717 | 84.77% | Q4 2025 | Jan 16, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 5,785,620 | 262,956 | 4.01% | 4.02% | 8 | +235,392 | 4.24% | Q4 2025 | Jan 13, 2026 |
| MORGAN STANLEY | History | Added to | 5,764,397 | 261,991 | 0.02% | 0.01% | 9 | +269,865 | 4.91% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Added to | 4,835,530 | 220,578 | 0.32% | 0.33% | 10 | +234,402 | 5.09% | Q4 2025 | Feb 11, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 4,618,902 | 209,929 | 0.5% | 0.53% | 11 | -286,950 | -5.85% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Added to | 4,450,801 | 202,288 | 0.22% | 0.21% | 12 | +452,310 | 11.31% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 4,195,957 | 190,706 | 0.05% | 0.06% | 13 | -341,080 | -7.52% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Added to | 3,899,423 | 177,228 | 0.03% | 0.03% | 14 | +11,830 | 0.3% | Q4 2025 | Jan 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 2,648,394 | 120,369 | 0.18% | 0.2% | 15 | -116,569 | -4.22% | Q4 2025 | Feb 18, 2026 |
| EASTERN BANK | History | Added to | 2,283,028 | 103,763 | 1.79% | 1.78% | 16 | +16,679 | 0.74% | Q4 2025 | Jan 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,225,066 | 101,129 | 0.11% | 0.11% | 17 | +19,203 | 0.87% | Q4 2025 | Feb 06, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 1,993,460 | 90,602 | 1.5% | — | 18 | +1,993,460 | New | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,719,386 | 78,147 | 0.01% | — | 19 | +1,719,386 | New | Q4 2025 | Feb 17, 2026 |
| Cresset Asset Management, LLC | History | Added to | 1,708,085 | 77,632 | 0.33% | 0.29% | 20 | +185,106 | 12.15% | Q4 2025 | Feb 17, 2026 |
| Dynasty Wealth Management, LLC | History | New | 1,633,151 | 74,226 | 0.73% | — | 21 | +1,633,151 | New | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,522,622 | 69,203 | 0.02% | 0.02% | 22 | -157,841 | -9.39% | Q4 2025 | Feb 18, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 1,502,162 | 68,273 | 3.62% | 3.71% | 23 | +38,225 | 2.61% | Q4 2025 | Jan 23, 2026 |
| Millburn Ridgefield LLC /DE/ | History | Reduced | 1,431,920 | 65,080 | 1.55% | 1.59% | 24 | -77,355 | -5.13% | Q4 2025 | Feb 02, 2026 |
| Catalyst Capital Advisors LLC | History | Reduced | 1,431,920 | 65,080 | 1.34% | 1.34% | 25 | -77,355 | -5.13% | Q4 2025 | Feb 10, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 1,292,773 | 58,756 | 1.1% | 1.06% | 26 | +24,318 | 1.92% | Q4 2025 | Feb 04, 2026 |
| FMR LLC | History | Added to | 1,280,788 | 58,211 | 0.0% | 0.0% | 27 | +19,691 | 1.56% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 1,278,407 | 58,103 | 0.14% | 0.13% | 28 | +197,067 | 18.22% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,198,550 | 54,474 | 0.01% | 0.01% | 29 | +70,568 | 6.26% | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 1,135,280 | 51,598 | 0.35% | 0.36% | 30 | +32,620 | 2.96% | Q4 2025 | Feb 17, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 1,118,611 | 50,840 | 0.88% | 0.86% | 31 | +28,476 | 2.61% | Q4 2025 | Jan 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,076,414 | 48,923 | 0.07% | 0.06% | 32 | +89,648 | 9.09% | Q4 2025 | Feb 12, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 1,040,991 | 47,313 | 6.68% | 6.4% | 33 | +87,531 | 9.18% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,032,891 | 46,945 | 0.11% | 0.1% | 34 | +53,405 | 5.45% | Q4 2025 | Feb 11, 2026 |
| Modern Wealth Management, LLC | History | Added to | 1,027,785 | 46,712 | 0.85% | 0.9% | 35 | +2,955 | 0.29% | Q4 2025 | Feb 17, 2026 |
| D'Orazio & Associates, Inc. | History | Reduced | 1,012,270 | 46,007 | 5.88% | 6.04% | 36 | -23,348 | -2.25% | Q4 2025 | Feb 04, 2026 |
| Allen Capital Group, LLC | History | Reduced | 1,010,420 | 45,923 | 4.21% | 4.24% | 37 | -7,019 | -0.69% | Q4 2025 | Feb 09, 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | History | Reduced | 942,700 | 42,845 | 12.65% | 13.04% | 38 | -25,057 | -2.59% | Q4 2025 | Feb 04, 2026 |
| RVW Wealth, LLC | History | Reduced | 940,030 | 42,724 | 3.26% | 3.27% | 39 | -6,749 | -0.71% | Q4 2025 | Jan 12, 2026 |
| Valence8 US LP | History | Added to | 922,976 | 41,949 | 12.43% | 13.88% | 40 | +6,633 | 0.72% | Q4 2025 | Feb 09, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 920,366 | 41,830 | 0.08% | 0.04% | 41 | +507,877 | 123.12% | Q4 2025 | Mar 16, 2026 |
| Mariner, LLC | History | Added to | 916,015 | 41,632 | 0.05% | 0.05% | 42 | +11,246 | 1.24% | Q4 2025 | Feb 13, 2026 |
| Silver Coast Investments LLC | History | Added to | 865,680 | 39,345 | 13.56% | 13.11% | 43 | +2,112 | 0.24% | Q4 2025 | Jan 27, 2026 |
| Unison Advisors LLC | History | Added to | 851,886 | 38,718 | 3.38% | 3.38% | 44 | +13,210 | 1.58% | Q4 2025 | Jan 21, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 843,995 | 38,359 | 0.17% | 0.25% | 45 | -425,068 | -33.49% | Q4 2025 | Feb 17, 2026 |
| Harbor Group, Inc. | History | Added to | 837,479 | 38,063 | 5.7% | 5.72% | 46 | +23,180 | 2.85% | Q4 2025 | Jan 12, 2026 |
| Carnegie Investment Counsel | History | Added to | 834,200 | 37,914 | 0.7% | 0.63% | 47 | +72,725 | 9.55% | Q4 2025 | Jan 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 815,104 | 37,052 | 0.05% | 0.06% | 48 | -164,212 | -16.77% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 795,863 | 36,172 | 0.03% | 0.03% | 49 | +61,749 | 8.41% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 769,033 | 34,953 | 0.09% | 0.09% | 50 | -7,144 | -0.92% | Q4 2025 | Feb 05, 2026 |
| Wharton Business Group, LLC | History | Added to | 768,785 | 34,941 | 1.33% | 1.48% | 51 | +1,135 | 0.15% | Q4 2025 | Feb 11, 2026 |
| SCS Capital Management LLC | History | Reduced | 762,143 | 34,639 | 0.37% | 0.39% | 52 | -41,375 | -5.15% | Q4 2025 | Feb 10, 2026 |
| MASON STREET ADVISORS, LLC | History | Reduced | 748,240 | 34,007 | 3.35% | 3.44% | 53 | -3,200 | -0.43% | Q4 2025 | Feb 04, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 743,158 | 33,776 | 0.24% | 0.23% | 54 | +40,425 | 5.75% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Added to | 740,494 | 33,655 | 1.12% | 1.04% | 55 | +67,403 | 10.01% | Q4 2025 | Feb 06, 2026 |
| Sunburst Financial Group, LLC | History | Added to | 730,004 | 33,178 | 6.71% | 6.42% | 56 | +40,423 | 5.86% | Q4 2025 | Jan 21, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 693,856 | 31,535 | 0.01% | 0.01% | 57 | +21,559 | 3.21% | Q4 2025 | Feb 11, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 688,496 | 31,292 | 0.35% | 0.44% | 58 | -10,706 | -1.53% | Q4 2025 | Feb 03, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Reduced | 655,165 | 30,956 | 1.8% | 1.85% | 59 | -3,707 | -0.56% | Q4 2025 | Jan 26, 2026 |
| Haverford Trust Co | History | Added to | 660,772 | 30,032 | 0.27% | 0.22% | 60 | +104,903 | 18.87% | Q4 2025 | Feb 13, 2026 |
| Paragon Capital Management Ltd | History | Added to | 608,979 | 27,678 | 5.51% | 5.05% | 61 | +1,849 | 0.3% | Q4 2025 | Jan 22, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 595,065 | 27,045 | 0.41% | 0.45% | 62 | -48,073 | -7.47% | Q4 2025 | Jan 22, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 581,908 | 26,447 | 0.14% | 0.09% | 63 | +196,171 | 50.86% | Q4 2025 | Jan 29, 2026 |
| Carr Financial Group Corp | History | Added to | 579,506 | 26,338 | 7.0% | 6.87% | 64 | +13,122 | 2.32% | Q4 2025 | Jan 09, 2026 |
| Foster Group, Inc. | History | Added to | 520,732 | 23,667 | 0.72% | 0.68% | 65 | +27,963 | 5.67% | Q4 2025 | Jan 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 511,973 | 23,269 | 0.0% | 0.01% | 66 | -3,343,748 | -86.72% | Q4 2025 | Feb 11, 2026 |
| Focus Partners Wealth | History | Added to | 486,613 | 22,116 | 0.03% | 0.03% | 67 | +40,387 | 9.05% | Q4 2025 | Feb 13, 2026 |
| Altus Wealth Management, LLC | History | Added to | 476,554 | 21,659 | 9.34% | 9.11% | 68 | +11,136 | 2.39% | Q4 2025 | Jan 22, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 469,056 | 21,318 | 3.58% | 3.5% | 69 | +3,562 | 0.77% | Q4 2025 | Jan 23, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 467,470 | 21,246 | 1.43% | 1.4% | 70 | +22,560 | 5.07% | Q4 2025 | Jan 13, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 447,563 | 20,341 | 2.38% | 2.38% | 71 | +7,340 | 1.67% | Q4 2025 | Jan 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 434,010 | 19,721 | 0.02% | 0.02% | 72 | +30,961 | 7.68% | Q4 2025 | Feb 17, 2026 |
| Ledyard National Bank | History | Reduced | 430,930 | 19,585 | 1.69% | 1.73% | 73 | -5,561 | -1.27% | Q4 2025 | Jan 21, 2026 |
| Ascent Wealth Partners, LLC | History | Added to | 420,644 | 19,118 | 2.2% | 2.12% | 74 | +6,142 | 1.48% | Q4 2025 | Feb 02, 2026 |
| Savant Capital, LLC | History | Reduced | 395,043 | 17,954 | 0.1% | 0.11% | 75 | -13,181 | -3.23% | Q4 2025 | Feb 10, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 387,131 | 17,595 | 0.58% | 0.63% | 76 | -22,370 | -5.46% | Q4 2025 | Feb 03, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 386,109 | 17,548 | 1.31% | 0.99% | 77 | +90,309 | 30.53% | Q4 2025 | Feb 18, 2026 |
| BITTERROOT CAPITAL ADVISORS LLC | History | New | 377,947 | 17,176 | 11.76% | — | 78 | +377,947 | New | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Reduced | 352,252 | 15,914 | 0.02% | 0.19% | 79 | -2,434,548 | -87.36% | Q4 2025 | Mar 09, 2026 |
| Frontier Asset Management, LLC | History | Reduced | 337,467 | 15,337 | 3.56% | 3.77% | 80 | -4,212 | -1.23% | Q4 2025 | Feb 04, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 328,956 | 14,950 | 2.77% | 2.71% | 81 | +15,827 | 5.05% | Q4 2025 | Jan 30, 2026 |
| ENZI WEALTH | History | Reduced | 316,515 | 14,876 | 5.25% | 8.33% | 82 | -213,347 | -40.26% | Q4 2025 | Jan 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 318,089 | 14,457 | 0.05% | 0.06% | 83 | +26,720 | 9.17% | Q4 2025 | Feb 18, 2026 |
| Longview Financial Advisors, Inc. | History | Added to | 314,888 | 14,311 | 9.72% | 9.86% | 84 | +1,836 | 0.59% | Q4 2025 | Feb 02, 2026 |
| BlackRock, Inc. | History | Reduced | 300,918 | 13,676 | 0.0% | 0.0% | 85 | -464,175 | -60.67% | Q4 2025 | Feb 12, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Added to | 292,809 | 13,308 | 1.93% | 1.92% | 86 | +3,197 | 1.1% | Q4 2025 | Jan 27, 2026 |
| AlphaCore Capital LLC | History | Added to | 290,690 | 13,211 | 0.29% | 0.42% | 87 | +5,413 | 1.9% | Q4 2025 | Feb 05, 2026 |
| Inlight Wealth Management, LLC | History | Added to | 280,326 | 12,740 | 4.66% | 4.52% | 88 | +62,545 | 28.72% | Q4 2025 | Jan 23, 2026 |
| Breakwater Capital Group | History | Added to | 279,229 | 12,690 | 1.77% | 1.68% | 89 | +21,358 | 8.28% | Q4 2025 | Jan 09, 2026 |
| MBA Advisors LLC | History | Added to | 276,992 | 12,589 | 5.07% | 5.04% | 90 | +10,217 | 3.83% | Q4 2025 | Jan 21, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 276,130 | 12,550 | 0.78% | 0.84% | 91 | +11,920 | 4.51% | Q4 2025 | Feb 11, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 271,620 | 12,345 | 0.75% | 0.75% | 92 | +7,241 | 2.74% | Q4 2025 | Feb 18, 2026 |
| Intrua Financial, LLC | History | Added to | 264,161 | 12,006 | 1.27% | 1.1% | 93 | +34,112 | 14.83% | Q4 2025 | Feb 05, 2026 |
| Tolleson Wealth Management, Inc. | History | Reduced | 262,833 | 11,945 | 1.72% | 1.81% | 94 | -1,622 | -0.61% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 259,529 | 11,795 | 0.06% | 0.13% | 95 | -326,945 | -55.75% | Q4 2025 | Feb 17, 2026 |
| LVM CAPITAL MANAGEMENT LTD/MI | History | Added to | 257,461 | 11,702 | 1.09% | 1.06% | 96 | +9,022 | 3.63% | Q4 2025 | Jan 12, 2026 |
| Colonial Trust Advisors | History | Added to | 254,964 | 11,588 | 0.87% | 0.79% | 97 | +21,389 | 9.16% | Q4 2025 | Feb 12, 2026 |
| Marshall Financial Group, LLC | History | Added to | 254,870 | 11,583 | 2.25% | 2.15% | 98 | +5,662 | 2.27% | Q4 2025 | Jan 09, 2026 |
| REGIMEN WEALTH, LLC | History | Added to | 248,387 | 11,289 | 3.3% | 3.25% | 99 | +326 | 0.13% | Q4 2025 | Feb 09, 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC | History | Added to | 244,862 | 11,128 | 3.14% | 3.11% | 100 | +3,827 | 1.59% | Q4 2025 | Jan 22, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 242,304 | 11,012 | 2.03% | 2.01% | 101 | -10,060 | -3.99% | Q4 2025 | Jan 27, 2026 |
| IHT Wealth Management, LLC | History | Added to | 242,251 | 11,010 | 0.27% | 0.22% | 102 | +44,492 | 22.5% | Q4 2025 | Feb 17, 2026 |
| AlTi Global, Inc. | History | Added to | 240,641 | 10,937 | 0.23% | 0.24% | 103 | +9,465 | 4.09% | Q4 2025 | Feb 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 239,712 | 10,894 | 0.15% | 0.03% | 104 | +199,286 | 492.96% | Q4 2025 | Feb 06, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 235,569 | 10,706 | 0.06% | 0.07% | 105 | -7,816 | -3.21% | Q4 2025 | Feb 03, 2026 |
| World Investment Advisors | History | Added to | 232,673 | 10,575 | 0.17% | 0.2% | 106 | +16,392 | 7.58% | Q4 2025 | Mar 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 229,667 | 10,438 | 0.0% | 0.0% | 107 | +164,409 | 251.94% | Q4 2025 | Feb 17, 2026 |
| Financial Strategies Group, Inc. | History | Reduced | 216,677 | 10,112 | 1.83% | 1.84% | 108 | -608 | -0.28% | Q4 2025 | Feb 05, 2026 |
| Koenig Investment Advisory, LLC | History | New | 201,104 | 9,962 | 8.08% | — | 109 | +201,104 | New | Q4 2025 | Mar 03, 2026 |
| Parallel Advisors, LLC | History | Added to | 218,541 | 9,932 | 0.18% | 0.18% | 110 | +180 | 0.08% | Q4 2025 | Feb 11, 2026 |
| Abundance Wealth Counselors | History | Reduced | 213,093 | 9,685 | 1.64% | 1.67% | 111 | -7,238 | -3.29% | Q4 2025 | Jan 26, 2026 |
| ORSER CAPITAL MANAGEMENT, LLC | History | Added to | 48,546 | 9,642 | 5.45% | 4.94% | 112 | +281 | 0.58% | Q4 2025 | Jan 12, 2026 |
| Mutual Advisors, LLC | History | Added to | 211,746 | 9,623 | 0.21% | 0.19% | 113 | +23,624 | 12.56% | Q4 2025 | Feb 02, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 209,644 | 9,528 | 1.51% | 1.59% | 114 | -10,155 | -4.62% | Q4 2025 | Feb 24, 2026 |
| Employees' Retirement Fund of the City of Fort Worth | History | No change | 208,900 | 9,494 | 4.25% | 4.77% | 115 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 204,395 | 9,289 | 0.07% | 0.08% | 116 | +4,468 | 2.23% | Q4 2025 | Jan 14, 2026 |
| Focus Financial Network, Inc. | History | Added to | 200,803 | 9,126 | 0.32% | 0.32% | 117 | +292 | 0.15% | Q4 2025 | Jan 12, 2026 |
| Addison Advisors LLC | History | Added to | 200,151 | 9,096 | 2.04% | 2.02% | 118 | +2,571 | 1.3% | Q4 2025 | Feb 06, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 199,899 | 9,085 | 0.18% | 0.21% | 119 | -1,942 | -0.96% | Q4 2025 | Feb 13, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 198,891 | 9,039 | 2.98% | 2.9% | 120 | +8,899 | 4.68% | Q4 2025 | Feb 05, 2026 |
| SVRN Asset Management, LLC | History | New | 191,946 | 8,723 | 7.19% | — | 121 | +191,946 | New | Q4 2025 | Feb 13, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 189,609 | 8,617 | 0.41% | 0.4% | 122 | +59,048 | 45.23% | Q4 2025 | Feb 12, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 189,548 | 8,614 | 0.55% | 0.56% | 123 | +1,934 | 1.03% | Q4 2025 | Jan 20, 2026 |
| Richard P Slaughter Associates Inc | History | Reduced | 189,104 | 8,594 | 1.8% | 1.85% | 124 | -5,594 | -2.87% | Q4 2025 | Jan 12, 2026 |
| Opulen Financial Group LLC | History | Added to | 187,673 | 8,529 | 6.21% | 6.24% | 125 | +1,405 | 0.75% | Q4 2025 | Feb 10, 2026 |
| EPG Wealth Management LLC | History | Added to | 185,421 | 8,427 | 2.27% | 2.24% | 126 | +1,071 | 0.58% | Q4 2025 | Jan 28, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 181,985 | 8,271 | 0.1% | 0.05% | 127 | +81,512 | 81.13% | Q4 2025 | Feb 11, 2026 |
| MidFirst Bank | History | New | 179,321 | 8,150 | 0.65% | — | 128 | +179,321 | New | Q4 2025 | Feb 25, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 177,408 | 8,063 | 1.12% | 1.13% | 129 | +4,452 | 2.57% | Q4 2025 | Feb 02, 2026 |
| Ackerman Capital Advisors, LLC | History | Added to | 177,149 | 8,051 | 1.62% | 1.16% | 130 | +52,170 | 41.74% | Q4 2025 | Feb 11, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 170,632 | 7,755 | 0.33% | 0.31% | 131 | +8,400 | 5.18% | Q4 2025 | Feb 10, 2026 |
| LongView Wealth Management | History | Reduced | 163,548 | 7,703 | 1.86% | 1.97% | 132 | -1,329 | -0.81% | Q4 2025 | Jan 13, 2026 |
| Ewing Morris & Co. Investment Partners Ltd. | History | Added to | 165,275 | 7,603 | 3.32% | 2.64% | 133 | +25,342 | 18.11% | Q4 2025 | Feb 17, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Reduced | 166,846 | 7,583 | 2.16% | 5.47% | 134 | -234,390 | -58.42% | Q4 2025 | Feb 11, 2026 |
| Genesis Wealth Advisors, LLC | History | Added to | 160,129 | 7,277 | 4.99% | 4.86% | 135 | +4,008 | 2.57% | Q4 2025 | Feb 13, 2026 |
| MIDDLETON & CO INC/MA | History | Added to | 156,467 | 7,111 | 0.76% | 0.71% | 136 | +8,425 | 5.69% | Q4 2025 | Jan 29, 2026 |
| OxenFree Capital LLC | History | Added to | 156,449 | 7,110 | 3.74% | 3.65% | 137 | +8,905 | 6.04% | Q4 2025 | Jan 15, 2026 |
| Eagle Strategies LLC | History | Added to | 153,777 | 6,989 | 0.89% | 0.91% | 138 | +357 | 0.23% | Q4 2025 | Jan 23, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 153,171 | 6,961 | 0.04% | 0.04% | 139 | -954 | -0.62% | Q4 2025 | Jan 29, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 146,604 | 6,663 | 0.23% | 0.3% | 140 | -30,694 | -17.31% | Q4 2025 | Feb 04, 2026 |
| SVB WEALTH LLC | History | Reduced | 146,152 | 6,642 | 0.39% | 0.36% | 141 | -4,850 | -3.21% | Q4 2025 | Feb 04, 2026 |
| Atria Investments, Inc | History | Added to | 144,714 | 6,577 | 0.07% | 0.05% | 142 | +38,002 | 35.61% | Q4 2025 | Feb 05, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 143,088 | 6,503 | 0.24% | 0.89% | 143 | -163,666 | -53.35% | Q4 2025 | Feb 04, 2026 |
| Emerald Advisors, LLC | History | Reduced | 141,342 | 6,423 | 0.87% | 1.18% | 144 | -60,555 | -29.99% | Q4 2025 | Jan 27, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 140,093 | 6,367 | 0.2% | 0.18% | 145 | -1,393 | -0.98% | Q4 2025 | Jan 09, 2026 |
| BAILARD, INC. | History | Added to | 138,280 | 6,284 | 0.14% | 0.13% | 146 | +1,634 | 1.2% | Q4 2025 | Feb 04, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 137,974 | 6,270 | 0.74% | 0.92% | 147 | -34,802 | -20.14% | Q4 2025 | Feb 03, 2026 |
| SOL Capital Management CO | History | Added to | 137,758 | 6,261 | 0.56% | 0.53% | 148 | +4,700 | 3.53% | Q4 2025 | Jan 30, 2026 |
| BFSG, LLC | History | Added to | 136,234 | 6,191 | 0.6% | 0.57% | 149 | +3,742 | 2.82% | Q4 2025 | Jan 22, 2026 |
| Calydon Capital | History | Added to | 133,269 | 6,057 | 1.02% | 0.94% | 150 | +632 | 0.48% | Q4 2025 | Feb 17, 2026 |
| WPG Advisers, LLC | History | Reduced | 133,228 | 6,055 | 4.49% | 4.97% | 151 | -11,718 | -8.08% | Q4 2025 | Jan 28, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 130,718 | 5,941 | 1.79% | 1.81% | 152 | +7 | 0.01% | Q4 2025 | Jan 22, 2026 |
| MFA Wealth Services | History | Added to | 129,898 | 5,903 | 3.99% | 3.8% | 153 | +5,281 | 4.24% | Q4 2025 | Jan 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 129,505 | 5,886 | 0.0% | 0.0% | 154 | +29,644 | 29.69% | Q4 2025 | Feb 10, 2026 |
| Colonial Trust Co / SC | History | Added to | 126,305 | 5,740 | 0.77% | 0.74% | 155 | +2,046 | 1.65% | Q4 2025 | Feb 12, 2026 |
| OAK FAMILY ADVISORS, LLC | History | Added to | 126,030 | 5,728 | 1.57% | 1.27% | 156 | +11,327 | 9.88% | Q4 2025 | Feb 03, 2026 |
| PLIMOTH TRUST CO LLC | History | Reduced | 125,162 | 5,688 | 1.27% | 1.27% | 157 | -1,882 | -1.48% | Q4 2025 | Jan 27, 2026 |
| Balentine LLC | History | Reduced | 122,957 | 5,588 | 0.21% | 0.24% | 158 | -24,647 | -16.7% | Q4 2025 | Feb 02, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 122,884 | 5,585 | 0.26% | 0.23% | 159 | +11,808 | 10.63% | Q4 2025 | Feb 13, 2026 |
| Archer Investment Management, LLC | History | Reduced | 121,547 | 5,524 | 2.97% | 5.23% | 160 | -70,970 | -36.86% | Q4 2025 | Jan 12, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 121,388 | 5,517 | 0.23% | 0.23% | 161 | -739 | -0.61% | Q4 2025 | Feb 09, 2026 |
| PALLADIEM, LLC | History | New | 120,680 | 5,511 | 5.22% | — | 162 | +120,680 | New | Q4 2025 | Feb 11, 2026 |
| Crumly & Associates Inc. | History | Added to | 121,009 | 5,499 | 1.15% | 1.16% | 163 | +943 | 0.79% | Q4 2025 | Jan 14, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 120,568 | 5,479 | 0.38% | 0.36% | 164 | +9,105 | 8.17% | Q4 2025 | Jan 16, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 120,551 | 5,479 | 0.87% | 0.9% | 165 | +4,921 | 4.26% | Q4 2025 | Jan 22, 2026 |
| Summit Financial, LLC | History | Reduced | 119,948 | 5,451 | 0.08% | 0.08% | 166 | -4,887 | -3.91% | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 117,334 | 5,332 | 0.02% | 0.03% | 167 | -54,782 | -31.83% | Q4 2025 | Feb 12, 2026 |
| Apollon Financial, LLC | History | Added to | 116,325 | 5,286 | 0.77% | 0.75% | 168 | +13,794 | 13.45% | Q4 2025 | Jan 22, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 116,102 | 5,279 | 0.01% | 0.0% | 169 | +102,224 | 736.59% | Q4 2025 | Feb 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 116,042 | 5,274 | 0.11% | 0.03% | 170 | +88,506 | 321.42% | Q4 2025 | Feb 09, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 115,048 | 5,228 | 0.33% | 0.32% | 171 | +7,087 | 6.56% | Q4 2025 | Feb 06, 2026 |
| Evensky & Katz LLC | History | Added to | 106,595 | 4,845 | 0.27% | 0.27% | 172 | +205 | 0.19% | Q4 2025 | Feb 05, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 105,023 | 4,773 | 0.05% | 0.05% | 173 | -572 | -0.54% | Q4 2025 | Feb 02, 2026 |
| Daybright Advisory Services, Inc. | History | New | 103,819 | 4,718 | 1.26% | — | 174 | +103,819 | New | Q4 2025 | Feb 12, 2026 |
| Tacita Capital Inc | History | Added to | 102,629 | 4,664 | 2.7% | 2.65% | 175 | +3,272 | 3.29% | Q4 2025 | Feb 11, 2026 |
| Baron Financial Group, LLC | History | Reduced | 102,055 | 4,638 | 2.49% | 2.52% | 176 | -2,055 | -1.97% | Q4 2025 | Jan 09, 2026 |
| DAVENPORT & Co LLC | History | Added to | 101,770 | 4,625 | 0.02% | 0.02% | 177 | +4,473 | 4.6% | Q4 2025 | Jan 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 101,633 | 4,619 | 0.03% | 0.02% | 178 | +10,073 | 11.0% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 101,321 | 4,605 | 0.02% | 0.02% | 179 | +24,522 | 31.93% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Reduced | 98,846 | 4,492 | 0.02% | 0.03% | 180 | -7,385 | -6.95% | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 98,568 | 4,479 | 0.0% | 0.01% | 181 | -308,860 | -75.81% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 96,785 | 4,398 | 0.01% | 0.01% | 182 | +4,980 | 5.42% | Q4 2025 | Feb 02, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 94,457 | 4,293 | 0.36% | 0.35% | 183 | -13,062 | -12.15% | Q4 2025 | Jan 27, 2026 |
| Apella Capital, LLC | History | Reduced | 92,930 | 4,223 | 0.08% | 0.1% | 184 | -12,490 | -11.85% | Q4 2025 | Jan 21, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 91,744 | 4,170 | 1.45% | 1.4% | 185 | +6,765 | 7.96% | Q4 2025 | Jan 21, 2026 |
| ICICI Prudential Asset Management Co Ltd | History | No change | 91,455 | 4,156 | 0.49% | 0.43% | 186 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 90,848 | 4,129 | 0.61% | 0.59% | 187 | +1,746 | 1.96% | Q4 2025 | Jan 12, 2026 |
| BankPlus Wealth Management LLC | History | Added to | 88,299 | 4,013 | 2.22% | 2.01% | 188 | +10,894 | 14.07% | Q4 2025 | Feb 04, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 88,110 | 4,004 | 0.15% | 0.14% | 189 | +110 | 0.13% | Q4 2025 | Feb 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 87,810 | 3,990 | 0.01% | 0.01% | 190 | +8,029 | 10.06% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 84,620 | 3,949 | 0.01% | 0.01% | 191 | +1,025 | 1.23% | Q4 2025 | Jan 08, 2026 |
| Savvy Advisors, Inc. | History | Added to | 86,493 | 3,931 | 0.13% | 0.12% | 192 | +25,174 | 41.05% | Q4 2025 | Jan 20, 2026 |
| May Barnhard Investments LLC | History | Added to | 85,999 | 3,908 | 1.85% | 1.61% | 193 | +7,201 | 9.14% | Q4 2025 | Jan 28, 2026 |
| BBR PARTNERS, LLC | History | Added to | 85,430 | 3,882 | 0.21% | 0.22% | 194 | +420 | 0.49% | Q4 2025 | Feb 11, 2026 |
| Madison Asset Management, LLC | History | Added to | 85,068 | 3,866 | 0.04% | 0.04% | 195 | +11,028 | 14.89% | Q4 2025 | Feb 04, 2026 |
| SFM, LLC | History | Added to | 84,896 | 3,858 | 2.26% | 2.14% | 196 | +1,511 | 1.81% | Q4 2025 | Jan 23, 2026 |
| Veridan Wealth LLC | History | Added to | 84,656 | 3,847 | 1.29% | 1.27% | 197 | +1,058 | 1.27% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 82,762 | 3,761 | 0.06% | 0.06% | 198 | +3,355 | 4.23% | Q4 2025 | Feb 12, 2026 |
| Shum Financial Group, Inc. | History | Added to | 82,704 | 3,758 | 2.71% | 2.4% | 199 | +9,795 | 13.43% | Q4 2025 | Jan 15, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 82,464 | 3,747 | 0.2% | 0.19% | 200 | +651 | 0.8% | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | Added to | 81,361 | 3,697 | 0.0% | 0.0% | 201 | +27,977 | 52.41% | Q4 2025 | Feb 17, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 80,963 | 3,679 | 0.89% | 0.88% | 202 | +1,235 | 1.55% | Q4 2025 | Feb 11, 2026 |
| Composition Wealth, LLC | History | Reduced | 80,493 | 3,658 | 0.05% | 0.05% | 203 | -1,127 | -1.38% | Q4 2025 | Feb 02, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 79,866 | 3,629 | 0.08% | 0.03% | 204 | +52,724 | 194.25% | Q4 2025 | Feb 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 79,227 | 3,600 | 0.07% | 0.08% | 205 | +4,504 | 6.03% | Q4 2025 | Feb 03, 2026 |
| HOWE & RUSLING INC | History | Added to | 79,161 | 3,597 | 0.24% | 0.22% | 206 | +5,257 | 7.11% | Q4 2025 | Feb 17, 2026 |
| Sigma Planning Corp | History | Reduced | 75,178 | 3,418 | 0.09% | 0.09% | 207 | -109 | -0.14% | Q4 2025 | Jan 30, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 74,636 | 3,392 | 0.22% | 0.22% | 208 | +3,196 | 4.47% | Q4 2025 | Jan 23, 2026 |
| DURANTE & WATERS, LLC | History | Reduced | 72,675 | 3,303 | 2.3% | 2.38% | 209 | -572 | -0.78% | Q4 2025 | Jan 30, 2026 |
| Auxano Advisors, LLC | History | Added to | 71,447 | 3,247 | 0.64% | 0.05% | 210 | +65,844 | 1175.16% | Q4 2025 | Feb 06, 2026 |
| Rockingstone Advisors LLC | History | Added to | 71,435 | 3,246 | 1.48% | 1.36% | 211 | +8,890 | 14.21% | Q4 2025 | Jan 28, 2026 |
| SFI Advisors, LLC | History | Added to | 70,694 | 3,213 | 2.06% | 1.98% | 212 | +391 | 0.56% | Q4 2025 | Feb 11, 2026 |
| Snider Financial Group | History | Added to | 69,269 | 3,148 | 0.84% | 0.79% | 213 | +4,075 | 6.25% | Q4 2025 | Jan 21, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 69,157 | 3,143 | 1.75% | 2.1% | 214 | +640 | 0.93% | Q4 2025 | Jan 28, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 68,355 | 3,106 | 1.65% | 1.57% | 215 | +1,358 | 2.03% | Q4 2025 | Feb 17, 2026 |
| Capital Analysts, LLC | History | Added to | 67,668 | 3,076 | 0.09% | 0.09% | 216 | +1,252 | 1.89% | Q4 2025 | Feb 11, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 67,268 | 3,057 | 0.06% | 0.06% | 217 | -1,207 | -1.76% | Q4 2025 | Feb 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 66,803 | 3,036 | 0.0% | 0.0% | 218 | -63,891 | -48.89% | Q4 2025 | Feb 17, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 66,566 | 3,025 | 0.62% | 0.6% | 219 | +1,966 | 3.04% | Q4 2025 | Jan 15, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | Added to | 64,382 | 2,926 | 0.23% | 0.25% | 220 | +1,191 | 1.88% | Q4 2025 | Jan 30, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 63,914 | 2,904 | 0.04% | 0.04% | 221 | +1,000 | 1.59% | Q4 2025 | Feb 09, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 59,174 | 2,766 | 0.62% | 0.72% | 222 | -6,441 | -9.82% | Q4 2025 | Jan 14, 2026 |
| COMERICA BANK | History | Reduced | 60,757 | 2,761 | 0.01% | 0.01% | 223 | -4,296 | -6.6% | Q4 2025 | Jan 29, 2026 |
| Kastel Capital Advisors, LLC | History | New | 60,345 | 2,742 | 1.68% | — | 224 | +60,345 | New | Q4 2025 | Feb 18, 2026 |
| Purkiss Capital Advisors LLC | History | Added to | 59,527 | 2,705 | 1.27% | 0.86% | 225 | +18,994 | 46.86% | Q4 2025 | Feb 04, 2026 |
| My Personal CFO, LLC | History | New | 58,472 | 2,657 | 1.11% | — | 227 | +58,472 | New | Q4 2025 | Jan 15, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | Added to | 58,472 | 2,657 | 1.77% | 1.65% | 228 | +3,192 | 5.77% | Q4 2025 | Jan 09, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 58,461 | 2,657 | 0.02% | 0.02% | 226 | -944 | -1.59% | Q4 2025 | Feb 17, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 58,413 | 2,654 | 0.43% | 0.43% | 229 | +122 | 0.21% | Q4 2025 | Jan 28, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | No change | 58,233 | 2,646 | 0.71% | 0.71% | 230 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| EHRLICH FINANCIAL GROUP | History | Added to | 57,673 | 2,621 | 1.49% | 1.12% | 231 | +14,923 | 34.91% | Q4 2025 | Jan 06, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 55,991 | 2,544 | 0.55% | 0.72% | 232 | +7,704 | 15.95% | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 55,323 | 2,514 | 0.0% | 0.0% | 233 | +22,401 | 68.04% | Q4 2025 | Feb 17, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 55,225 | 2,509 | 0.58% | 0.54% | 234 | +2,357 | 4.46% | Q4 2025 | Feb 17, 2026 |
| Valmark Advisers, Inc. | History | Added to | 54,557 | 2,479 | 0.03% | 0.02% | 235 | +27,859 | 104.35% | Q4 2025 | Jan 26, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 52,567 | 2,470 | 1.26% | 1.29% | 236 | +426 | 0.82% | Q4 2025 | Jan 29, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 52,163 | 2,370 | 0.29% | 0.29% | 237 | +1,701 | 3.37% | Q4 2025 | Jan 07, 2026 |
| Clearwave Capital, LLC | History | New | 51,332 | 2,333 | 1.72% | — | 238 | +51,332 | New | Q4 2025 | Mar 02, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 48,517 | 2,301 | 0.06% | 0.06% | 239 | +224 | 0.46% | Q4 2025 | Jan 28, 2026 |
| Moors & Cabot, Inc. | History | Added to | 50,607 | 2,300 | 0.1% | 0.1% | 240 | +466 | 0.93% | Q4 2025 | Feb 10, 2026 |
| Quantinno Capital Management LP | History | Added to | 49,776 | 2,262 | 0.0% | 0.0% | 241 | +19,060 | 62.05% | Q4 2025 | Feb 17, 2026 |
| Well Done, LLC | History | Added to | 49,699 | 2,258 | 0.34% | 0.37% | 242 | +503 | 1.02% | Q4 2025 | Jan 13, 2026 |
| Nova R Wealth, Inc. | History | Added to | 49,519 | 2,250 | 0.82% | 0.89% | 243 | +2,224 | 4.7% | Q4 2025 | Jan 14, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 49,229 | 2,237 | 0.2% | 0.17% | 244 | +4,316 | 9.61% | Q4 2025 | Jan 26, 2026 |
| RFG Advisory, LLC | History | Reduced | 48,761 | 2,216 | 0.04% | 0.05% | 245 | -1,076 | -2.16% | Q4 2025 | Feb 03, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 48,437 | 2,201 | 0.02% | 0.01% | 246 | -1,048 | -2.12% | Q4 2025 | Feb 13, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 47,610 | 2,163 | 0.78% | 0.82% | 247 | -3,871 | -7.52% | Q4 2025 | Jan 22, 2026 |
| PATRON PARTNERS, LLC | History | Added to | 47,084 | 2,139 | 0.95% | 0.73% | 248 | +10,644 | 29.21% | Q4 2025 | Feb 11, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | New | 46,649 | 2,120 | 2.09% | — | 249 | +46,649 | New | Q4 2025 | Jan 26, 2026 |
| OPAL CAPITAL LLC | History | New | 43,254 | 2,102 | 0.53% | — | 250 | +43,254 | New | Q4 2025 | Feb 17, 2026 |
| Wealthfront Advisers LLC | History | Added to | 45,796 | 2,081 | 0.0% | 0.0% | 251 | +2,269 | 5.21% | Q4 2025 | Jan 30, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 45,444 | 2,065 | 1.05% | 1.16% | 252 | -9,506 | -17.3% | Q4 2025 | Feb 13, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Reduced | 45,312 | 2,059 | 0.17% | 0.34% | 253 | -36,251 | -44.45% | Q4 2025 | Feb 04, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 45,018 | 2,046 | 0.13% | 0.13% | 254 | -60 | -0.13% | Q4 2025 | Jan 21, 2026 |
| Betterment LLC | History | Reduced | 44,908 | 2,041 | 0.0% | 0.0% | 255 | -1,831 | -3.92% | Q4 2025 | Feb 12, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 44,882 | 2,039 | 0.0% | 0.0% | 256 | -142 | -0.32% | Q4 2025 | Feb 12, 2026 |
| Opes Wealth Management LLC | History | Added to | 43,734 | 1,987 | 0.32% | 0.33% | 257 | +269 | 0.62% | Q4 2025 | Feb 02, 2026 |
| Leo Wealth, LLC | History | New | 43,686 | 1,985 | 0.14% | — | 258 | +43,686 | New | Q4 2025 | Jan 21, 2026 |
| Trilogy Capital Inc. | History | Reduced | 43,210 | 1,963 | 0.09% | 0.09% | 259 | -2,678 | -5.84% | Q4 2025 | Jan 22, 2026 |
| HMV Wealth Advisors, LLC | History | No change | 43,125 | 1,960 | 0.98% | 1.05% | 260 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 42,596 | 1,936 | 0.01% | 0.01% | 261 | -3,377 | -7.35% | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 42,327 | 1,923 | 0.1% | 0.11% | 262 | -2,421 | -5.41% | Q4 2025 | Jan 20, 2026 |
| Lifetime Wealth Management P.C. | History | New | 41,841 | 1,901 | 1.19% | — | 263 | +41,841 | New | Q4 2025 | Mar 25, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 38,449 | 1,882 | 0.56% | 0.51% | 264 | +3,742 | 10.78% | Q4 2025 | Feb 13, 2026 |
| One Capital Management, LLC | History | New | 41,067 | 1,866 | 0.06% | — | 265 | +41,067 | New | Q4 2025 | Feb 10, 2026 |
| SlateStone Wealth, LLC | History | Added to | 40,203 | 1,827 | 0.15% | 0.15% | 266 | +650 | 1.64% | Q4 2025 | Feb 11, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 39,924 | 1,814 | 0.09% | 0.1% | 267 | -4,289 | -9.7% | Q4 2025 | Jan 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 39,138 | 1,778 | 0.02% | 0.01% | 268 | +21,798 | 125.71% | Q4 2025 | Jan 20, 2026 |
| LANDAAS & CO /WI /ADV | History | Added to | 39,102 | 1,777 | 0.39% | 0.21% | 269 | +18,013 | 85.41% | Q4 2025 | Jan 21, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 38,308 | 1,741 | 0.63% | 0.4% | 270 | +15,466 | 67.71% | Q4 2025 | Feb 11, 2026 |
| Integrated Advisors Network LLC | History | Added to | 38,127 | 1,732 | 0.08% | 0.07% | 271 | +417 | 1.11% | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | Added to | 38,078 | 1,730 | 0.02% | 0.01% | 272 | +11,856 | 45.21% | Q4 2025 | Jan 16, 2026 |
| Quadrature Capital Ltd | History | New | 36,791 | 1,672 | 0.02% | — | 273 | +36,791 | New | Q4 2025 | Feb 17, 2026 |
| VIAWEALTH, LLC | History | New | 36,185 | 1,644 | 0.92% | — | 274 | +36,185 | New | Q4 2025 | Feb 10, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 35,858 | 1,629 | 0.55% | 0.55% | 275 | -4,924 | -12.07% | Q4 2025 | Jan 13, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Reduced | 35,845 | 1,629 | 1.11% | 1.21% | 276 | -2,312 | -6.06% | Q4 2025 | Feb 09, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 35,807 | 1,627 | 0.08% | 0.06% | 277 | +6,855 | 23.68% | Q4 2025 | Feb 17, 2026 |
| Connecticut Capital Management Group, LLC | History | New | 35,777 | 1,626 | 1.56% | — | 278 | +35,777 | New | Q4 2025 | Feb 09, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 35,594 | 1,617 | 0.0% | 0.0% | 279 | +539 | 1.54% | Q4 2025 | Feb 10, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 35,140 | 1,597 | 0.17% | 0.15% | 280 | +5,655 | 19.18% | Q4 2025 | Jan 08, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 121,519 | 1,587 | 0.04% | 0.11% | 281 | -3,456 | -2.77% | Q4 2025 | Feb 11, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Reduced | 34,777 | 1,580 | 0.44% | 0.44% | 282 | -1,270 | -3.52% | Q4 2025 | Jan 13, 2026 |
| Southland Equity Partners LLC | History | Reduced | 34,634 | 1,574 | 0.31% | 0.31% | 283 | -265 | -0.76% | Q4 2025 | Jan 14, 2026 |
| Montis Financial, LLC | History | Reduced | 34,101 | 1,549 | 0.31% | 0.37% | 284 | -2,257 | -6.21% | Q4 2025 | Feb 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 34,063 | 1,548 | 0.0% | 0.0% | 285 | +5,008 | 17.24% | Q4 2025 | Feb 17, 2026 |
| Berger Financial Group, Inc | History | Reduced | 33,895 | 1,540 | 0.09% | 0.09% | 286 | -838 | -2.41% | Q4 2025 | Jan 27, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 33,485 | 1,521 | 0.02% | 0.02% | 287 | -5,550 | -14.22% | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 33,294 | 1,513 | 0.05% | 0.06% | 288 | -3,699 | -10.0% | Q4 2025 | Jan 13, 2026 |
| Magnolia Private Wealth, LLC | History | Reduced | 33,232 | 1,510 | 1.06% | 1.1% | 289 | -689 | -2.03% | Q4 2025 | Feb 06, 2026 |
| Avestar Capital, LLC | History | Reduced | 33,048 | 1,502 | 0.1% | 0.1% | 290 | -162 | -0.49% | Q4 2025 | Feb 10, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Reduced | 32,989 | 1,499 | 1.05% | 1.16% | 291 | -928 | -2.74% | Q4 2025 | Feb 11, 2026 |
| Keystone Financial Group | History | Added to | 32,419 | 1,473 | 0.11% | 0.11% | 292 | +285 | 0.89% | Q4 2025 | Feb 06, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Added to | 31,919 | 1,450 | 0.32% | 0.21% | 293 | +10,622 | 49.88% | Q4 2025 | Jan 20, 2026 |
| Alpine Bank Wealth Management | History | Reduced | 31,922 | 1,450 | 0.21% | 0.2% | 294 | -954 | -2.9% | Q4 2025 | Jan 15, 2026 |
| TME FINANCIAL, INC. | History | Added to | 31,890 | 1,449 | 1.02% | 0.91% | 295 | +4,424 | 16.11% | Q4 2025 | Jan 27, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 31,773 | 1,444 | 0.12% | 0.12% | 296 | +540 | 1.73% | Q4 2025 | Feb 12, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 31,686 | 1,440 | 0.66% | 0.66% | 297 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Global Retirement Partners, LLC | History | Added to | 31,576 | 1,435 | 0.03% | 0.03% | 298 | +1,770 | 5.94% | Q4 2025 | Feb 06, 2026 |
| Wealth Group Ltd | History | Added to | 31,424 | 1,428 | 0.32% | 0.2% | 299 | +11,788 | 60.03% | Q4 2025 | Jan 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 30,525 | 1,387 | 0.19% | — | 300 | +30,525 | New | Q4 2025 | Feb 09, 2026 |
| Rothschild Wealth LLC | History | New | 30,181 | 1,371 | 0.13% | — | 301 | +30,181 | New | Q4 2025 | Feb 17, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 29,904 | 1,359 | 0.06% | 0.06% | 302 | -325 | -1.08% | Q4 2025 | Jan 27, 2026 |
| Triumph Capital Management | History | Added to | 29,754 | 1,352 | 0.29% | 0.35% | 303 | +538 | 1.84% | Q4 2025 | Feb 12, 2026 |
| CLG LLC | History | Added to | 29,655 | 1,347 | 0.34% | 0.29% | 304 | +5,180 | 21.16% | Q4 2025 | Jan 15, 2026 |
| Meridian Financial Partners LLC | History | Added to | 28,502 | 1,337 | 0.53% | 0.53% | 305 | +156 | 0.55% | Q4 2025 | Feb 05, 2026 |
| HB Wealth Management, LLC | History | Added to | 29,099 | 1,322 | 0.01% | 0.01% | 306 | +6,128 | 26.68% | Q4 2025 | Jan 28, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 28,736 | 1,306 | 0.01% | 0.01% | 307 | -1,113 | -3.73% | Q4 2025 | Feb 12, 2026 |
| BIP Wealth, LLC | History | New | 28,620 | 1,300 | 0.05% | — | 308 | +28,620 | New | Q4 2025 | Jan 21, 2026 |
| Andina Capital Management, LLC | History | Added to | 28,310 | 1,286 | 0.78% | 0.69% | 309 | +850 | 3.1% | Q4 2025 | Feb 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 28,111 | 1,277 | 0.03% | — | 310 | +28,111 | New | Q4 2025 | Jan 23, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 27,639 | 1,256 | 0.09% | 0.09% | 311 | +95 | 0.34% | Q4 2025 | Feb 11, 2026 |
| Box Hill Private Wealth LLC | History | New | 27,299 | 1,240 | 1.26% | — | 312 | +27,299 | New | Q4 2025 | Feb 09, 2026 |
| Fort Sheridan Advisors LLC | History | Reduced | 27,236 | 1,237 | 0.16% | 0.16% | 313 | -66 | -0.24% | Q4 2025 | Feb 10, 2026 |
| Veltria Advisors Corp. | History | Added to | 26,165 | 1,231 | 5.36% | 3.47% | 314 | +8,348 | 46.85% | Q4 2025 | Jan 30, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 26,657 | 1,212 | 0.07% | 0.07% | 315 | +603 | 2.31% | Q4 2025 | Feb 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 26,509 | 1,204 | 0.02% | 0.01% | 316 | +1,604 | 6.44% | Q4 2025 | Feb 09, 2026 |
| Pathway Financial Advisors LLC | History | Added to | 25,686 | 1,198 | 0.15% | 0.15% | 317 | +986 | 3.99% | Q4 2025 | Jan 14, 2026 |
| Crane Advisory, LLC | History | Added to | 25,340 | 1,193 | 0.18% | 0.18% | 319 | +153 | 0.61% | Q4 2025 | Jan 15, 2026 |
| Trust Co | History | Added to | 26,260 | 1,193 | 0.11% | 0.12% | 318 | +1 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Allworth Financial LP | History | New | 25,840 | 1,174 | 0.0% | — | 320 | +25,840 | New | Q4 2025 | Feb 05, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 25,226 | 1,146 | 0.04% | 0.04% | 321 | +2,007 | 8.64% | Q4 2025 | Jan 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 25,200 | 1,145 | 0.0% | — | 322 | +25,200 | New | Q4 2025 | Feb 12, 2026 |
| Forefront Wealth Partners, LLC | History | Reduced | 24,022 | 1,091 | 0.52% | 0.27% | 323 | -518 | -2.11% | Q4 2025 | Feb 06, 2026 |
| IFP Advisors, Inc | History | Reduced | 23,913 | 1,086 | 0.02% | 0.03% | 324 | -563 | -2.3% | Q4 2025 | Feb 06, 2026 |
| BankPlus Trust Department | History | Added to | 23,867 | 1,084 | 0.28% | 0.23% | 325 | +4,078 | 20.61% | Q4 2025 | Jan 27, 2026 |
| Choate Investment Advisors | History | No change | 23,777 | 1,080 | 0.02% | 0.02% | 326 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Firestone Capital Management | History | Reduced | 22,737 | 1,033 | 0.22% | 0.22% | 327 | -190 | -0.83% | Q4 2025 | Feb 09, 2026 |
| Visionary Wealth Advisors | History | Added to | 22,680 | 1,030 | 0.05% | 0.04% | 328 | +1,369 | 6.42% | Q4 2025 | Feb 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 22,450 | 1,020 | 0.01% | 0.01% | 329 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| GREENWOOD GEARHART INC | History | Reduced | 22,297 | 1,013 | 0.06% | 0.06% | 330 | -2,069 | -8.49% | Q4 2025 | Feb 04, 2026 |
| EVOKE WEALTH, LLC | History | No change | 22,158 | 1,007 | 0.02% | 0.02% | 331 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Hilltop Holdings Inc. | History | Added to | 22,149 | 1,006 | 0.06% | 0.04% | 332 | +3,540 | 19.02% | Q4 2025 | Feb 17, 2026 |
| L & S Advisors Inc | History | Added to | 21,973 | 998 | 0.09% | 0.09% | 333 | +74 | 0.34% | Q4 2025 | Feb 05, 2026 |
| PFG Investments, LLC | History | Reduced | 20,658 | 938 | 0.04% | 0.05% | 334 | -408 | -1.94% | Q4 2025 | Jan 26, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Reduced | 20,325 | 923 | 0.38% | 0.39% | 335 | -480 | -2.31% | Q4 2025 | Jan 09, 2026 |
| Investment Research Partners LLC | History | Added to | 20,243 | 920 | 0.39% | 0.41% | 336 | +13 | 0.06% | Q4 2025 | Feb 12, 2026 |
| MBL Wealth, LLC | History | Reduced | 20,180 | 917 | 0.07% | 0.08% | 337 | -1,709 | -7.81% | Q4 2025 | Jan 21, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 19,610 | 891 | 0.56% | — | 338 | +19,610 | New | Q4 2025 | Feb 04, 2026 |
| EP Wealth Advisors, LLC | History | New | 19,386 | 881 | 0.0% | — | 339 | +19,386 | New | Q4 2025 | Feb 18, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 19,318 | 878 | 0.13% | 0.13% | 340 | +112 | 0.58% | Q4 2025 | Feb 10, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 18,854 | 856 | 0.02% | 0.02% | 341 | +2,344 | 14.2% | Q4 2025 | Jan 28, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 17,852 | 811 | 0.03% | — | 342 | +17,852 | New | Q4 2025 | Feb 17, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 17,793 | 808 | 0.11% | 0.11% | 343 | +894 | 5.29% | Q4 2025 | Feb 10, 2026 |
| IRON Financial LLC | History | Reduced | 17,453 | 793 | 0.36% | 0.38% | 344 | -665 | -3.67% | Q4 2025 | Jan 22, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 17,188 | 781 | 0.04% | 0.04% | 346 | +134 | 0.79% | Q4 2025 | Feb 13, 2026 |
| Blue Chip Partners, LLC | History | Added to | 17,192 | 781 | 0.06% | 0.06% | 345 | +132 | 0.77% | Q4 2025 | Feb 18, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 17,067 | 775 | 0.17% | 0.25% | 347 | -4,735 | -21.72% | Q4 2025 | Feb 09, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 16,449 | 747 | 0.43% | 0.35% | 349 | +4,060 | 32.77% | Q4 2025 | Feb 09, 2026 |
| VICUS CAPITAL | History | Added to | 16,448 | 747 | 0.06% | 0.06% | 348 | +5 | 0.03% | Q4 2025 | Jan 22, 2026 |
| McHugh Group, LLC | History | No change | 16,200 | 736 | 0.42% | 0.43% | 350 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 15,681 | 712 | 0.02% | 0.02% | 351 | -1,901 | -10.81% | Q4 2025 | Jan 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 15,624 | 710 | 0.01% | 0.01% | 352 | +1,172 | 8.11% | Q4 2025 | Jan 23, 2026 |
| Independent Advisor Alliance | History | Reduced | 15,562 | 707 | 0.02% | 0.02% | 353 | -1,500 | -8.79% | Q4 2025 | Feb 04, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Added to | 15,496 | 704 | 0.26% | 0.26% | 354 | +1 | 0.01% | Q4 2025 | Jan 13, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | Added to | 15,462 | 703 | 0.19% | 0.18% | 355 | +520 | 3.48% | Q4 2025 | Feb 09, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 15,430 | 701 | 0.16% | 0.15% | 356 | -356 | -2.26% | Q4 2025 | Feb 02, 2026 |
| Maridea Wealth Management LLC | History | Added to | 15,250 | 693 | 0.1% | 0.08% | 357 | +3,432 | 29.04% | Q4 2025 | Jan 08, 2026 |
| TAGStone Capital, Inc. | History | Added to | 15,123 | 687 | 0.26% | 0.2% | 358 | +3,743 | 32.89% | Q4 2025 | Feb 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 14,857 | 675 | 0.0% | 0.0% | 359 | -3,807 | -20.4% | Q4 2025 | Feb 06, 2026 |
| Redwood Financial Network Corp | History | Reduced | 14,808 | 673 | 0.43% | 0.5% | 360 | -3,173 | -17.65% | Q4 2025 | Feb 10, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 14,549 | 661 | 0.12% | 0.12% | 361 | -245 | -1.66% | Q4 2025 | Jan 15, 2026 |
| MSH Capital Advisors LLC | History | Added to | 14,426 | 655 | 0.14% | 0.16% | 362 | +807 | 5.93% | Q4 2025 | Feb 09, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 14,337 | 651 | 0.05% | 0.05% | 363 | -1,232 | -7.91% | Q4 2025 | Feb 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 14,278 | 648 | 0.0% | 0.0% | 364 | -1,170 | -7.57% | Q4 2025 | Feb 11, 2026 |
| Versant Capital Management, Inc | History | No change | 14,122 | 641 | 0.08% | 0.08% | 365 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Merit Financial Group, LLC | History | Added to | 14,066 | 639 | 0.01% | 0.0% | 366 | +3,720 | 35.96% | Q4 2025 | Jan 26, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 13,792 | 626 | 0.0% | 0.0% | 367 | +104 | 0.76% | Q4 2025 | Feb 12, 2026 |
| Fortis Capital Management LLC | History | New | 13,752 | 625 | 0.08% | — | 368 | +13,752 | New | Q4 2025 | Feb 13, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 13,623 | 619 | 0.09% | 0.18% | 369 | -13,887 | -50.48% | Q4 2025 | Feb 04, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 13,586 | 617 | 0.01% | 0.01% | 370 | -436 | -3.11% | Q4 2025 | Jan 26, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 13,239 | 602 | 0.01% | 0.0% | 371 | +1,521 | 12.98% | Q4 2025 | Jan 05, 2026 |
| Aerodigm Wealth, LLC | History | No change | 13,072 | 594 | 0.21% | 0.25% | 372 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NORTHERN TRUST CORP | History | Added to | 13,068 | 593 | 0.0% | 0.0% | 373 | +1,897 | 16.98% | Q4 2025 | Feb 17, 2026 |
| Crescent Sterling, Ltd. | History | Added to | 12,726 | 578 | 0.59% | 0.51% | 374 | +1,714 | 15.56% | Q4 2025 | Jan 07, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 12,356 | 561 | 0.0% | 0.0% | 375 | +11,634 | 1611.36% | Q4 2025 | Feb 17, 2026 |
| American Trust | History | Added to | 12,342 | 560 | 0.05% | 0.04% | 376 | +281 | 2.33% | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | New | 12,031 | 546 | 0.0% | — | 377 | +12,031 | New | Q4 2025 | Jan 30, 2026 |
| Madden Advisory Services, Inc. | History | No change | 11,996 | 545 | 0.22% | 0.21% | 378 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ALESCO ADVISORS LLC | History | No change | 11,800 | 536 | 0.01% | 0.01% | 379 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| NorthRock Partners, LLC | History | Added to | 11,711 | 532 | 0.01% | 0.01% | 381 | +4,841 | 70.47% | Q4 2025 | Feb 17, 2026 |
| BROWN ADVISORY INC | History | Reduced | 11,710 | 532 | 0.0% | 0.0% | 380 | -698 | -5.63% | Q4 2025 | Feb 13, 2026 |
| JGP Wealth Management, LLC | History | No change | 11,607 | 527 | 0.05% | 0.06% | 382 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | Reduced | 11,276 | 512 | 0.12% | 0.14% | 383 | -1,130 | -9.11% | Q4 2025 | Jan 23, 2026 |
| Corps Capital Advisors, LLC | History | New | 11,187 | 508 | 0.53% | — | 384 | +11,187 | New | Q4 2025 | Feb 13, 2026 |
| Belleair Asset Management, LLC | History | New | 11,152 | 506 | 0.48% | — | 385 | +11,152 | New | Q4 2025 | Jan 30, 2026 |
| Hyundai Investments Co., Ltd. | History | New | 10,914 | 498 | 0.49% | — | 386 | +10,914 | New | Q4 2025 | Feb 17, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 10,908 | 495 | 0.04% | 0.03% | 387 | +4,222 | 63.15% | Q4 2025 | Feb 03, 2026 |
| Wells Financial Advisors INC | History | Reduced | 10,801 | 490 | 0.93% | 1.43% | 388 | -13,406 | -55.38% | Q4 2025 | Feb 02, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 10,798 | 488 | 0.16% | 0.13% | 389 | +2,710 | 33.51% | Q4 2025 | Feb 10, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | New | 10,727 | 487 | 0.25% | — | 391 | +10,727 | New | Q4 2025 | Feb 13, 2026 |
| Worth Financial Advisory Group, LLC | History | Reduced | 10,733 | 487 | 0.24% | 0.27% | 392 | -160 | -1.47% | Q4 2025 | Jan 16, 2026 |
| ASSETMARK, INC | History | Added to | 10,734 | 487 | 0.0% | 0.0% | 390 | +40 | 0.37% | Q4 2025 | Jan 23, 2026 |
| Venture Visionary Partners LLC | History | New | 10,599 | 481 | 0.02% | — | 393 | +10,599 | New | Q4 2025 | Feb 13, 2026 |
| TFC Financial Management, Inc. | History | Reduced | 10,598 | 481 | 0.06% | 0.06% | 394 | -117 | -1.09% | Q4 2025 | Jan 23, 2026 |
| Friday Financial | History | No change | 10,592 | 481 | 0.17% | 0.2% | 395 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Spire Wealth Management | History | Reduced | 10,487 | 476 | 0.02% | 0.02% | 396 | -340 | -3.14% | Q4 2025 | Jan 14, 2026 |
| Ipsen Advisor Group LLC | History | Reduced | 10,369 | 471 | 0.33% | 0.33% | 397 | -95 | -0.91% | Q4 2025 | Feb 11, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 10,106 | 459 | 0.04% | 0.06% | 398 | -31 | -0.31% | Q4 2025 | Jan 22, 2026 |
| Ruggiero Investments, Inc. | History | New | 10,086 | 458 | 0.41% | — | 400 | +10,086 | New | Q4 2025 | Feb 12, 2026 |
| Sovran Advisors, LLC | History | Reduced | 9,742 | 458 | 0.04% | 0.05% | 399 | -1,710 | -14.93% | Q4 2025 | Jan 20, 2026 |
| True Vision MN LLC | History | Added to | 10,020 | 455 | 0.23% | 0.23% | 401 | +119 | 1.2% | Q4 2025 | Jan 14, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 9,964 | 452 | 0.01% | 0.01% | 402 | +4,231 | 73.8% | Q4 2025 | Feb 02, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 9,941 | 451 | 0.05% | 0.05% | 403 | +3 | 0.03% | Q4 2025 | Jan 02, 2026 |
| US BANCORP \DE\ | History | Reduced | 9,840 | 447 | 0.0% | 0.0% | 404 | -37 | -0.37% | Q4 2025 | Jan 30, 2026 |
| STEPHENS INC /AR/ | History | Added to | 9,791 | 445 | 0.01% | 0.01% | 405 | +555 | 6.01% | Q4 2025 | Feb 05, 2026 |
| Midwest Trust Co | History | No change | 9,575 | 435 | 0.01% | 0.01% | 406 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 9,506 | 432 | 0.0% | — | 407 | +9,506 | New | Q4 2025 | Feb 12, 2026 |
| COWA, LLC | History | Added to | 9,511 | 432 | 0.13% | 0.11% | 408 | +1,883 | 24.69% | Q4 2025 | Feb 12, 2026 |
| Boreal Capital Management LLC | History | Reduced | 9,504 | 431 | 0.33% | 0.39% | 409 | -1,390 | -12.76% | Q4 2025 | Feb 17, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 9,411 | 427 | 0.03% | 0.05% | 410 | -5,510 | -36.93% | Q4 2025 | Feb 12, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 9,336 | 424 | 0.01% | — | 411 | +9,336 | New | Q4 2025 | Feb 17, 2026 |
| Wolff Financial Management LLC | History | Added to | 9,289 | 422 | 0.09% | 0.09% | 412 | +61 | 0.66% | Q4 2025 | Feb 06, 2026 |
| Capasso Planning Partners LLC | History | Reduced | 9,257 | 420 | 0.23% | 0.29% | 413 | -1,631 | -14.98% | Q4 2025 | Feb 17, 2026 |
| Evergreen Wealth Partners LLC | History | New | 9,111 | 414 | 0.35% | — | 414 | +9,111 | New | Q4 2025 | Feb 05, 2026 |
| Prism Planning Partners LLC | History | New | 9,006 | 409 | 0.46% | — | 415 | +9,006 | New | Q4 2025 | Feb 11, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | Reduced | 8,925 | 405 | 0.27% | 0.28% | 416 | -169 | -1.86% | Q4 2025 | Feb 09, 2026 |
| Certified Advisory Corp | History | Reduced | 8,804 | 400 | 0.04% | 0.05% | 418 | -2,448 | -21.76% | Q4 2025 | Jan 12, 2026 |
| Freestate Advisors LLC | History | Added to | 8,803 | 400 | 0.33% | 0.32% | 417 | +114 | 1.31% | Q4 2025 | Jan 12, 2026 |
| International Private Wealth Advisors LLC | History | Reduced | 8,800 | 399 | 0.25% | 0.25% | 419 | -270 | -2.98% | Q4 2025 | Jan 14, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 8,536 | 395 | 0.04% | 0.04% | 420 | +350 | 4.28% | Q4 2025 | Jan 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 8,679 | 394 | 0.0% | 0.0% | 422 | -458 | -5.01% | Q4 2025 | Feb 13, 2026 |
| HEARTLAND ADVISORS INC | History | No change | 8,685 | 394 | 0.02% | 0.02% | 421 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Platform Technology Partners | History | No change | 8,592 | 390 | 0.08% | 0.09% | 423 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 8,439 | 384 | 0.01% | 0.01% | 424 | -601 | -6.65% | Q4 2025 | Feb 12, 2026 |
| Opus Financial Solutions LLC | History | New | 8,430 | 383 | 0.36% | — | 426 | +8,430 | New | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Reduced | 8,445 | 383 | 0.01% | 0.01% | 425 | -151 | -1.76% | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 8,400 | 381 | 0.0% | 0.0% | 427 | +721 | 9.39% | Q4 2025 | Feb 17, 2026 |
| Hoese & Co LLP | History | Reduced | 8,330 | 378 | 0.27% | 0.32% | 429 | -1,215 | -12.73% | Q4 2025 | Jan 14, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 8,322 | 378 | 0.04% | 0.04% | 428 | +635 | 8.26% | Q4 2025 | Feb 17, 2026 |
| SHUFRO ROSE & CO LLC | History | Reduced | 8,297 | 377 | 0.03% | 0.12% | 430 | -29,163 | -77.85% | Q4 2025 | Feb 09, 2026 |
| GK Wealth Management LLC | History | New | 8,307 | 377 | 0.25% | — | 431 | +8,307 | New | Q4 2025 | Jan 05, 2026 |
| Brown Financial Advisory | History | No change | 8,179 | 371 | 0.19% | 0.19% | 432 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Diversified Trust Co | History | No change | 8,133 | 369 | 0.01% | 0.01% | 433 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 8,111 | 368 | 0.0% | 0.0% | 434 | -181,516 | -95.72% | Q4 2025 | Mar 25, 2026 |
| Bison Wealth, LLC | History | New | 8,027 | 357 | 0.04% | — | 435 | +8,027 | New | Q4 2025 | Mar 24, 2026 |
| Pathstone Holdings, LLC | History | New | 7,816 | 355 | 0.0% | — | 436 | +7,816 | New | Q4 2025 | Feb 13, 2026 |
| CreativeOne Wealth, LLC | History | New | 7,738 | 351 | 0.01% | — | 437 | +7,738 | New | Q4 2025 | Feb 13, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | New | 7,724 | 351 | 0.25% | — | 438 | +7,724 | New | Q4 2025 | Feb 13, 2026 |
| CVA Family Office, LLC | History | Added to | 7,712 | 350 | 0.04% | 0.0% | 439 | +7,500 | 3537.74% | Q4 2025 | Jan 12, 2026 |
| Cooper Financial Group | History | Reduced | 7,683 | 349 | 0.04% | 0.04% | 440 | -696 | -8.31% | Q4 2025 | Jan 08, 2026 |
| CHILTON INVESTMENT CO INC. | History | No change | 7,662 | 348 | 0.01% | 0.01% | 441 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BEACON FINANCIAL GROUP | History | New | 7,518 | 341 | 0.03% | — | 442 | +7,518 | New | Q4 2025 | Apr 01, 2026 |
| SYON CAPITAL LLC | History | Added to | 7,520 | 341 | 0.02% | 0.01% | 443 | +2,549 | 51.28% | Q4 2025 | Feb 11, 2026 |
| Abel Hall, LLC | History | Reduced | 7,379 | 335 | 0.08% | 0.14% | 444 | -689 | -8.54% | Q4 2025 | Feb 17, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | Added to | 7,333 | 333 | 0.23% | 0.23% | 445 | +51 | 0.7% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Reduced | 7,323 | 332 | 0.0% | 0.0% | 446 | -2,299 | -23.89% | Q4 2025 | Feb 13, 2026 |
| Waterloo Capital, L.P. | History | No change | 7,267 | 330 | 0.02% | 0.02% | 447 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | New | 6,689 | 325 | 0.32% | — | 449 | +6,689 | New | Q4 2025 | Feb 17, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 7,165 | 325 | 0.02% | 0.03% | 448 | -359 | -4.77% | Q4 2025 | Feb 09, 2026 |
| Freestone Capital Holdings, LLC | History | New | 7,096 | 322 | 0.01% | — | 450 | +7,096 | New | Q4 2025 | Jan 23, 2026 |
| Donor Advised Charitable Giving, Inc. | History | New | 7,090 | 322 | 0.01% | — | 451 | +7,090 | New | Q4 2025 | Jan 23, 2026 |
| Hickory Point Bank & Trust | History | No change | 7,072 | 321 | 0.23% | 0.23% | 452 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Baird Financial Group, Inc. | History | Added to | 7,047 | 320 | 0.0% | 0.0% | 453 | +2,186 | 44.97% | Q4 2025 | Feb 13, 2026 |
| FIDUCIARY TRUST CO | History | No change | 6,924 | 314 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 6,849 | 311 | 0.01% | 0.01% | 455 | -1,573 | -18.68% | Q4 2025 | Jan 16, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 6,761 | 307 | 0.09% | 0.07% | 456 | +22 | 0.33% | Q4 2025 | Jan 12, 2026 |
| Gateway Wealth Partners, LLC | History | New | 6,688 | 303 | 0.03% | — | 457 | +6,688 | New | Q4 2025 | Feb 11, 2026 |
| NWAM LLC | History | Added to | 6,271 | 299 | 0.02% | 0.02% | 459 | +54 | 0.87% | Q4 2025 | Feb 04, 2026 |
| HM PAYSON & CO | History | No change | 6,587 | 299 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Retirement Management Systems Inc. | History | New | 6,512 | 295 | 0.08% | — | 460 | +6,512 | New | Q4 2025 | Feb 12, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 6,486 | 294 | 0.01% | 0.02% | 461 | -2,756 | -29.82% | Q4 2025 | Feb 12, 2026 |
| Sagace Wealth Management LLC | History | Reduced | 6,479 | 294 | 0.2% | 0.21% | 462 | -505 | -7.23% | Q4 2025 | Feb 02, 2026 |
| Haverford Financial Services, Inc. | History | New | 6,415 | 291 | 0.08% | — | 463 | +6,415 | New | Q4 2025 | Feb 13, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 6,370 | 289 | 0.08% | 0.08% | 464 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| GLENMEDE TRUST CO NA | History | New | 6,340 | 288 | 0.0% | — | 465 | +6,340 | New | Q4 2025 | Feb 17, 2026 |
| Ethic Inc. | History | No change | 6,336 | 287 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Astra Wealth Partners LLC | History | No change | 6,200 | 281 | 0.17% | 0.18% | 467 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 6,119 | 278 | 0.0% | 0.01% | 468 | -16,823 | -73.33% | Q4 2025 | Jan 21, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 6,078 | 276 | 0.05% | 0.05% | 469 | -302 | -4.73% | Q4 2025 | Jan 21, 2026 |
| Sterling Wealth Management, Inc. | History | Added to | 5,979 | 271 | 0.08% | 0.08% | 470 | +2 | 0.03% | Q4 2025 | Feb 17, 2026 |
| Key FInancial Inc | History | Added to | 5,828 | 264 | 0.05% | 0.05% | 471 | +154 | 2.71% | Q4 2025 | Feb 09, 2026 |
| Hurlow Wealth Management Group, Inc. | History | No change | 5,777 | 262 | 0.06% | 0.07% | 472 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 5,757 | 261 | 0.05% | 0.06% | 473 | -1,309 | -18.53% | Q4 2025 | Feb 13, 2026 |
| KICKSTAND VENTURES, LLC. | History | Reduced | 5,579 | 253 | 0.05% | 0.05% | 475 | -26 | -0.46% | Q4 2025 | Jan 29, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | No change | 5,588 | 253 | 0.07% | 0.07% | 474 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 5,533 | 251 | 0.0% | — | 477 | +5,533 | New | Q4 2025 | Feb 18, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 5,524 | 251 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Continuum Advisory, LLC | History | Reduced | 5,478 | 248 | 0.02% | 0.03% | 478 | -1,460 | -21.04% | Q4 2025 | Feb 11, 2026 |
| SYM FINANCIAL Corp | History | Added to | 5,402 | 245 | 0.03% | 0.02% | 479 | +173 | 3.31% | Q4 2025 | Feb 13, 2026 |
| Cyr Financial Inc. | History | Reduced | 5,368 | 243 | 0.15% | 0.23% | 481 | -2,141 | -28.51% | Q4 2025 | Jan 16, 2026 |
| GWN SECURITIES INC. | History | Reduced | 5,360 | 243 | 0.05% | 0.06% | 480 | -279 | -4.95% | Q4 2025 | Feb 11, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | New | 5,331 | 242 | 0.08% | — | 482 | +5,331 | New | Q4 2025 | Jan 08, 2026 |
| Diversified Enterprises, LLC | History | No change | 5,318 | 241 | 0.01% | 0.02% | 483 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Fiduciary Alliance LLC | History | New | 5,290 | 240 | 0.02% | — | 484 | +5,290 | New | Q4 2025 | Jan 22, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | New | 5,179 | 235 | 0.0% | — | 487 | +5,179 | New | Q4 2025 | Feb 02, 2026 |
| StoneX Group Inc. | History | No change | 5,174 | 235 | 0.01% | 0.01% | 485 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Alta Wealth Advisors LLC | History | No change | 5,182 | 235 | 0.08% | 0.08% | 486 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Western Wealth Management, LLC | History | Added to | 5,167 | 234 | 0.01% | 0.01% | 488 | +9 | 0.17% | Q4 2025 | Feb 05, 2026 |
| Argent Trust Co | History | No change | 5,133 | 233 | 0.01% | 0.01% | 489 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 5,119 | 232 | 0.01% | 0.02% | 490 | -1,767 | -25.66% | Q4 2025 | Feb 10, 2026 |
| Seek First Inc. | History | Added to | 5,078 | 230 | 0.16% | 0.16% | 491 | +50 | 0.99% | Q4 2025 | Jan 30, 2026 |
| XTX Topco Ltd | History | New | 5,028 | 228 | 0.01% | — | 492 | +5,028 | New | Q4 2025 | Feb 17, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 4,990 | 226 | 0.01% | 0.01% | 493 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Stewardship Advisors, LLC | History | No change | 4,975 | 226 | 0.05% | 0.05% | 494 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Waverly Advisors, LLC | History | New | 4,972 | 225 | 0.0% | — | 495 | +4,972 | New | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Added to | 4,959 | 225 | 0.0% | 0.0% | 496 | +143 | 2.97% | Q4 2025 | Jan 26, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 4,899 | 222 | 0.0% | 0.01% | 498 | -247 | -4.8% | Q4 2025 | Feb 03, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 4,900 | 222 | 0.03% | 0.03% | 497 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 4,865 | 221 | 0.01% | 0.07% | 500 | -29,295 | -85.76% | Q4 2025 | Jan 30, 2026 |
| Peak Wealth Management LLC | History | New | 4,865 | 221 | 0.18% | — | 501 | +4,865 | New | Q4 2025 | Feb 04, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 4,863 | 221 | 0.0% | 0.0% | 499 | +26 | 0.54% | Q4 2025 | Feb 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 4,843 | 220 | 0.0% | 0.0% | 502 | -1,608 | -24.93% | Q4 2025 | Feb 09, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 4,837 | 219 | 0.02% | 0.02% | 503 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 4,757 | 216 | 0.0% | — | 504 | +4,757 | New | Q4 2025 | Jan 30, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 4,770 | 216 | 0.05% | 0.05% | 506 | +113 | 2.43% | Q4 2025 | Feb 10, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 4,757 | 216 | 0.02% | 0.02% | 505 | +9 | 0.19% | Q4 2025 | Jan 07, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Added to | 4,658 | 212 | 0.14% | 0.11% | 507 | +88 | 1.93% | Q4 2025 | Feb 12, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Reduced | 4,658 | 211 | 0.11% | 0.15% | 508 | -1,396 | -23.06% | Q4 2025 | Feb 02, 2026 |
| MAI Capital Management | History | Added to | 4,592 | 208 | 0.0% | 0.0% | 509 | +522 | 12.83% | Q4 2025 | Feb 13, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 4,562 | 207 | 0.1% | 0.09% | 510 | +146 | 3.31% | Q4 2025 | Feb 13, 2026 |
| Keebeck Wealth Management | History | New | 4,536 | 206 | 0.02% | — | 511 | +4,536 | New | Q4 2025 | Feb 17, 2026 |
| Aspen Wealth Management LLC | History | New | 4,437 | 201 | 0.04% | — | 512 | +4,437 | New | Q4 2025 | Jan 05, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 4,113 | 186 | 0.03% | 0.03% | 513 | +281 | 7.33% | Q4 2025 | Jan 20, 2026 |
| Copia Wealth Management | History | No change | 3,836 | 174 | 0.12% | 0.13% | 514 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Red Tortoise LLC | History | Added to | 3,484 | 158 | 0.07% | 0.07% | 515 | +35 | 1.01% | Q4 2025 | Jan 22, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 3,435 | 156 | 0.08% | 0.11% | 516 | -3,035 | -46.91% | Q4 2025 | Feb 18, 2026 |
| CWM, LLC | History | Added to | 3,250 | 148 | 0.0% | 0.0% | 517 | +1,120 | 52.58% | Q4 2025 | Jan 26, 2026 |
| Horizons Wealth Management | History | Added to | 2,951 | 134 | 0.09% | 0.09% | 518 | +18 | 0.61% | Q4 2025 | Jan 05, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 2,869 | 130 | 0.02% | 0.02% | 519 | +29 | 1.02% | Q4 2025 | Jan 29, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 2,608 | 118 | 0.01% | 0.01% | 520 | -18 | -0.69% | Q4 2025 | Feb 20, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 2,499 | 113 | 0.01% | 0.01% | 521 | +376 | 17.71% | Q4 2025 | Feb 10, 2026 |
| NBT BANK N A /NY | History | No change | 2,460 | 111 | 0.01% | 0.01% | 522 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 2,600 | 108 | 0.01% | 0.12% | 523 | -20,507 | -88.75% | Q4 2025 | Jan 21, 2026 |
| NBC SECURITIES, INC. | History | Added to | 2,234 | 101 | 0.01% | 0.01% | 524 | +633 | 39.54% | Q4 2025 | Jan 29, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 2,070 | 94 | 0.0% | 0.01% | 525 | -1,259 | -37.82% | Q4 2025 | Feb 06, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,987 | 90 | 0.0% | 0.0% | 528 | +263 | 15.26% | Q4 2025 | Feb 17, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 1,992 | 90 | 0.0% | 0.0% | 526 | +111 | 5.9% | Q4 2025 | Feb 12, 2026 |
| MOTCO | History | No change | 1,995 | 90 | 0.01% | 0.01% | 527 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 1,950 | 88 | 0.0% | 0.01% | 529 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SouthState Bank Corp | History | Added to | 1,911 | 86 | 0.0% | 0.0% | 530 | +1,831 | 2288.75% | Q4 2025 | Feb 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 1,789 | 81 | 0.0% | — | 531 | +1,789 | New | Q4 2025 | Feb 13, 2026 |
| CENTRAL TRUST Co | History | Added to | 1,756 | 79 | 0.0% | 0.0% | 532 | +33 | 1.92% | Q4 2025 | Feb 02, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 1,746 | 79 | 0.03% | 0.02% | 533 | -8 | -0.46% | Q4 2025 | Feb 11, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 1,557 | 70 | 0.0% | 0.0% | 534 | -12 | -0.76% | Q4 2025 | Feb 03, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 1,405 | 67 | 0.01% | 0.01% | 535 | -197 | -12.3% | Q4 2025 | Feb 02, 2026 |
| Arlington Trust Co LLC | History | No change | 1,450 | 65 | 0.01% | 0.01% | 536 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Clearstead Trust, LLC | History | No change | 1,410 | 64 | 0.01% | 0.01% | 537 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| UMB Bank, n.a. | History | Reduced | 1,360 | 61 | 0.0% | 0.01% | 538 | -8,681 | -86.46% | Q4 2025 | Feb 13, 2026 |
| TCTC Holdings, LLC | History | No change | 1,364 | 61 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,343 | 61 | 0.02% | 0.02% | 540 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Bogart Wealth, LLC | History | Reduced | 1,243 | 56 | 0.0% | 0.01% | 541 | -2,097 | -62.78% | Q4 2025 | Jan 30, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 1,226 | 55 | 0.01% | 0.01% | 542 | -134 | -9.85% | Q4 2025 | Feb 17, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 1,173 | 53 | 0.01% | 0.01% | 543 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,132 | 51 | 0.0% | — | 544 | +1,132 | New | Q4 2025 | Feb 03, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1,080 | 49 | 0.0% | 0.11% | 545 | -39,424 | -97.33% | Q4 2025 | Feb 13, 2026 |
| Root Financial Partners, LLC | History | Reduced | 1,046 | 47 | 0.0% | 0.0% | 546 | -412 | -28.26% | Q4 2025 | Feb 10, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 976 | 44 | 0.02% | — | 547 | +976 | New | Q4 2025 | Feb 06, 2026 |
| Navigoe, LLC | History | No change | 880 | 40 | 0.02% | 0.02% | 548 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| GAMMA Investing LLC | History | No change | 829 | 37 | 0.0% | 0.0% | 549 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Arax Advisory Partners | History | New | 805 | 36 | 0.0% | — | 550 | +805 | New | Q4 2025 | Feb 13, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 769 | 34 | 0.01% | 0.01% | 551 | -90 | -10.48% | Q4 2025 | Jan 23, 2026 |
| Anchor Investment Management, LLC | History | No change | 750 | 34 | 0.0% | 0.0% | 552 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Cetera Trust Company, N.A | History | New | 686 | 31 | 0.02% | — | 554 | +686 | New | Q4 2025 | Feb 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 673 | 31 | 0.0% | 0.0% | 553 | +86 | 14.65% | Q4 2025 | Feb 09, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 669 | 30 | 0.0% | 0.01% | 555 | -1,928 | -74.24% | Q4 2025 | Feb 05, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 648 | 29 | 0.01% | 0.01% | 556 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 609 | 27 | 0.01% | 0.01% | 557 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 553 | 25 | 0.0% | 0.0% | 558 | +450 | 436.89% | Q4 2025 | Jan 20, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 538 | 24 | 0.0% | 0.0% | 559 | -3,210 | -85.65% | Q4 2025 | Feb 02, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 526 | 23 | 0.0% | 0.0% | 560 | +5 | 0.96% | Q4 2025 | Feb 13, 2026 |
| Asset Dedication, LLC | History | No change | 488 | 22 | 0.0% | 0.0% | 561 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 479 | 21 | 0.01% | 0.02% | 562 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SIGNATUREFD, LLC | History | Added to | 405 | 18 | 0.0% | 0.0% | 564 | +203 | 100.5% | Q4 2025 | Jan 20, 2026 |
| Ancora Advisors LLC | History | Added to | 398 | 18 | 0.0% | 0.0% | 563 | +6 | 1.53% | Q4 2025 | Feb 17, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 363 | 16 | 0.0% | 0.0% | 565 | +4 | 1.11% | Q4 2025 | Feb 13, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 331 | 15 | 0.0% | 0.0% | 566 | +197 | 147.01% | Q4 2025 | Feb 12, 2026 |
| Financial Perspectives, Inc | History | No change | 328 | 14 | 0.0% | 0.0% | 567 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| SHP Wealth Management | History | New | 292 | 13 | 0.0% | — | 568 | +292 | New | Q4 2025 | Mar 04, 2026 |
| Team Financial Group, LLC | History | Added to | 300 | 13 | 0.01% | 0.01% | 569 | +3 | 1.01% | Q4 2025 | Jan 13, 2026 |
| Dunhill Financial, LLC | History | No change | 297 | 13 | 0.0% | 0.0% | 570 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CGC Financial Services, LLC | History | No change | 289 | 13 | 0.0% | 0.0% | 571 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 271 | 12 | 0.0% | 0.0% | 572 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Osbon Capital Management LLC | History | New | 236 | 10 | 0.01% | — | 573 | +236 | New | Q4 2025 | Mar 16, 2026 |
| Sachetta, LLC | History | New | 226 | 10 | 0.01% | — | 575 | +226 | New | Q4 2025 | Feb 02, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 240 | 10 | 0.01% | 0.01% | 574 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Noble Wealth Management PBC | History | No change | 223 | 10 | 0.01% | 0.0% | 576 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| DecisionPoint Financial, LLC | History | Reduced | 210 | 9 | 0.0% | 0.0% | 578 | -81 | -27.84% | Q4 2025 | Jan 29, 2026 |
| Operose Advisors LLC | History | No change | 212 | 9 | 0.0% | 0.0% | 577 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| IMG Wealth Management, Inc. | History | New | 178 | 8 | 0.01% | — | 581 | +178 | New | Q4 2025 | Feb 05, 2026 |
| TD Capital Management LLC | History | Added to | 186 | 8 | 0.0% | 0.0% | 579 | +1 | 0.54% | Q4 2025 | Feb 26, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 196 | 8 | 0.01% | 0.01% | 580 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Biltmore Family Office, LLC | History | New | 175 | 7 | 0.0% | — | 582 | +175 | New | Q4 2025 | Feb 04, 2026 |
| Signature Equity Partners, LLC | History | New | 162 | 7 | 0.0% | — | 583 | +162 | New | Q4 2025 | Feb 17, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 154 | 6 | 0.0% | 0.0% | 584 | -87 | -36.1% | Q4 2025 | Feb 10, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 122 | 5 | 0.0% | — | 586 | +122 | New | Q4 2025 | Feb 13, 2026 |
| GODSEY & GIBB, INC | History | New | 111 | 5 | 0.0% | — | 585 | +111 | New | Q4 2025 | Jan 27, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 111 | 5 | 0.0% | 0.0% | 587 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Laurel Wealth Advisors LLC | History | New | 75 | 3 | 0.0% | — | 590 | +75 | New | Q4 2025 | Jan 30, 2026 |
| United Financial Planning Group LLC | History | New | 70 | 3 | 0.0% | — | 591 | +70 | New | Q4 2025 | Feb 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 69 | 3 | 0.0% | 0.0% | 588 | -6 | -8.0% | Q4 2025 | Feb 12, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 73 | 3 | 0.0% | 0.0% | 589 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| SIMPLEX TRADING, LLC | History | New | 64 | 2 | 0.0% | — | 593 | +64 | New | Q4 2025 | Feb 11, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 62 | 2 | 0.0% | — | 594 | +62 | New | Q4 2025 | Feb 23, 2026 |
| Clayton Financial Group LLC | History | New | 45 | 2 | 0.0% | — | 595 | +45 | New | Q4 2025 | Jan 21, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 60 | 2 | 0.0% | 0.0% | 592 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 50 | 2 | 0.0% | 0.0% | 596 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Stone House Investment Management, LLC | History | New | 26 | 1 | 0.0% | — | 597 | +26 | New | Q4 2025 | Jan 21, 2026 |
| Rossby Financial, LCC | History | Added to | 44 | 1 | 0.0% | 0.0% | 603 | +3 | 7.32% | Q4 2025 | Feb 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 22 | 1 | 0.0% | — | 598 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 32 | 1 | 0.0% | 0.0% | 599 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Evolution Advisers, Inc. | History | No change | 22 | 1 | 0.0% | — | 600 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 28 | 1 | 0.0% | 0.0% | 601 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Rialto Wealth Management, LLC | History | No change | 37 | 1 | 0.0% | 0.0% | 602 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 43 | 1 | 0.0% | 0.0% | 604 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,680,665 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 1.35% | — | -755,203 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Fluent Financial, LLC | History | Closed out | 0 | 0 | — | 2.41% | — | -139,386 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Kingsview Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -125,689 | -100.0% | Q3 2025 | Nov 12, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -93,030 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -48,152 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Park Edge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -29,871 | -100.0% | Q3 2025 | Oct 09, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -20,896 | -100.0% | Q3 2025 | Nov 14, 2025 |
| KPP Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -10,974 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,097 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Brookstone Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -9,033 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Midwest Heritage Bank, FSB | History | Closed out | 0 | 0 | — | 0.12% | — | -7,899 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Fortress Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -7,800 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Prasad Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -7,363 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,220 | -100.0% | Q3 2025 | Nov 10, 2025 |
| BENNINGFIELD FINANCIAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -5,427 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Empower Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,338 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,284 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Dana Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,721 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,659 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Edge Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,617 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Independence Bank of Kentucky | History | Closed out | 0 | 0 | — | 0.01% | — | -950 | -100.0% | Q3 2025 | Oct 09, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -515 | -100.0% | Q3 2025 | Oct 21, 2025 |
| McIlrath & Eck, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -222 | -100.0% | Q3 2025 | Oct 22, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -196 | -100.0% | Q3 2025 | Oct 07, 2025 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -187 | -100.0% | Q3 2025 | Oct 24, 2025 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -145 | -100.0% | Q3 2025 | Oct 31, 2025 |
| First Command Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -137 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Kiker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -62 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Koesten, Hirschmann & Crabtree, INC. | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q3 2025 | Nov 05, 2025 |
| CALDWELL SUTTER CAPITAL, INC. | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Jan 30, 2026 |
| Kilter Group LLC | History | Reduced | 1 | 0 | — | — | — | -3 | -75.0% | Q4 2025 | Feb 13, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |