iSHARES TRUST - ISTB
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Acorns Advisers, LLC | History | Added to | 11,554,781 | 563,296 | 4.23% | 4.22% | 1 | +562,194 | 5.11% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Reduced | 5,529,715 | 269,573 | 0.0% | 0.01% | 2 | -996,988 | -15.28% | Q4 2025 | Feb 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 5,312,625 | 258,990 | 0.58% | 0.59% | 3 | +71,400 | 1.36% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 2,345,177 | 114,327 | 0.02% | 0.02% | 4 | -22,897 | -0.97% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,223,386 | 108,390 | 0.03% | 0.03% | 5 | +110,022 | 5.21% | Q4 2025 | Feb 18, 2026 |
| Trust Point Inc. | History | Added to | 1,789,229 | 87,225 | 6.89% | 6.8% | 6 | +65,856 | 3.82% | Q4 2025 | Jan 13, 2026 |
| SHP Wealth Management | History | New | 1,449,607 | 70,668 | 5.5% | — | 7 | +1,449,607 | New | Q4 2025 | Mar 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,430,514 | 69,737 | 0.04% | 0.04% | 8 | +253,734 | 21.56% | Q4 2025 | Feb 17, 2026 |
| SPINNAKER TRUST | History | Added to | 1,384,279 | 67,483 | 3.61% | 3.65% | 9 | +38,402 | 2.85% | Q4 2025 | Feb 10, 2026 |
| Mariner, LLC | History | Added to | 1,284,486 | 62,618 | 0.07% | 0.08% | 10 | +36,456 | 2.92% | Q4 2025 | Feb 13, 2026 |
| Townsend & Associates, Inc | History | Added to | 1,166,721 | 56,865 | 5.07% | 5.33% | 11 | +17,652 | 1.54% | Q4 2025 | Jan 26, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,071,154 | 52,218 | 0.0% | 0.0% | 12 | +211,271 | 24.57% | Q4 2025 | Feb 11, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 1,064,566 | 51,897 | 3.61% | 3.53% | 13 | +66,931 | 6.71% | Q4 2025 | Jan 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 997,601 | 48,633 | 0.0% | 0.0% | 14 | +59,557 | 6.35% | Q4 2025 | Feb 17, 2026 |
| Prosperity Planning, Inc. | History | Added to | 965,641 | 47,074 | 12.31% | 11.92% | 15 | +60,834 | 6.72% | Q4 2025 | Jan 14, 2026 |
| UBS Group AG | History | Added to | 945,042 | 46,070 | 0.01% | 0.01% | 16 | +80,748 | 9.34% | Q4 2025 | Jan 29, 2026 |
| LPL Financial LLC | History | Added to | 866,199 | 42,227 | 0.01% | 0.01% | 17 | +43,350 | 5.27% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 859,137 | 41,883 | 0.0% | 0.0% | 18 | +65,352 | 8.23% | Q4 2025 | Feb 13, 2026 |
| Apella Capital, LLC | History | Added to | 814,422 | 39,703 | 0.78% | 0.77% | 19 | +106,752 | 15.08% | Q4 2025 | Jan 21, 2026 |
| MBL Wealth, LLC | History | Added to | 774,461 | 37,754 | 3.03% | 3.18% | 20 | +27,948 | 3.74% | Q4 2025 | Jan 21, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 706,007 | 34,424 | 0.01% | 0.0% | 21 | +346,125 | 96.18% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 670,142 | 32,669 | 0.01% | 0.01% | 22 | +21,631 | 3.34% | Q4 2025 | Feb 13, 2026 |
| Destination Wealth Management | History | Added to | 612,783 | 29,873 | 0.78% | 0.78% | 23 | +32,589 | 5.62% | Q4 2025 | Feb 13, 2026 |
| FPC INVESTMENT ADVISORY, INC. | History | Added to | 605,277 | 29,507 | 16.17% | 16.52% | 24 | +41,546 | 7.37% | Q4 2025 | Feb 10, 2026 |
| Koss-Olinger Consulting, LLC | History | Added to | 568,963 | 27,737 | 2.15% | 1.87% | 25 | +102,794 | 22.05% | Q4 2025 | Feb 10, 2026 |
| PITTENGER & ANDERSON INC | History | Added to | 567,791 | 27,679 | 1.07% | 0.95% | 26 | +37,459 | 7.06% | Q4 2025 | Feb 02, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 556,170 | 27,113 | 0.35% | 0.27% | 27 | +134,574 | 31.92% | Q4 2025 | Jan 22, 2026 |
| Courage Miller Partners, LLC | History | Added to | 552,050 | 26,912 | 8.1% | 8.05% | 28 | +2,042 | 0.37% | Q4 2025 | Jan 26, 2026 |
| CIM, LLC | History | Added to | 551,248 | 26,873 | 3.52% | 3.4% | 29 | +18,330 | 3.44% | Q4 2025 | Feb 18, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 550,841 | 26,853 | 0.0% | 0.0% | 30 | +90,674 | 19.7% | Q4 2025 | Mar 25, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 544,835 | 26,560 | 0.65% | 0.64% | 31 | +31,799 | 6.2% | Q4 2025 | Jan 28, 2026 |
| ROYAL BANK OF CANADA | History | New | 531,159 | 25,895 | 0.0% | — | 32 | +531,159 | New | Q4 2025 | Feb 17, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 516,266 | 25,167 | 0.94% | 0.84% | 33 | +55,318 | 12.0% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 513,603 | 25,038 | 0.01% | 0.01% | 34 | -21,037 | -3.93% | Q4 2025 | Feb 10, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 446,603 | 21,777 | 2.91% | 2.62% | 35 | +59,746 | 15.44% | Q4 2025 | Jan 21, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 434,070 | 21,160 | 0.15% | 0.17% | 36 | +22,903 | 5.57% | Q4 2025 | Feb 18, 2026 |
| Opal Wealth Advisors, LLC | History | Added to | 404,099 | 19,699 | 5.14% | 5.31% | 37 | +13,755 | 3.52% | Q4 2025 | Jan 26, 2026 |
| Bank of New York Mellon Corp | History | Added to | 385,969 | 18,815 | 0.0% | 0.0% | 38 | +65,996 | 20.63% | Q4 2025 | Feb 10, 2026 |
| IRON Financial LLC | History | Reduced | 335,425 | 16,351 | 7.52% | 8.1% | 39 | -10,741 | -3.1% | Q4 2025 | Jan 22, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | Reduced | 328,886 | 16,033 | 5.64% | 5.44% | 40 | -15,493 | -4.5% | Q4 2025 | Jan 30, 2026 |
| DORVAL Corp | History | Added to | 314,458 | 15,329 | 4.89% | 4.92% | 41 | +10,224 | 3.36% | Q4 2025 | Jan 26, 2026 |
| Omega Financial Group, LLC | History | Added to | 302,924 | 14,767 | 4.86% | 4.63% | 42 | +16,647 | 5.81% | Q4 2025 | Jan 28, 2026 |
| Alexander Randolph Advisory, Inc. | History | Added to | 295,510 | 14,406 | 11.97% | 11.47% | 43 | +10,541 | 3.7% | Q4 2025 | Feb 05, 2026 |
| Buttonwood Financial Advisors Inc. | History | Added to | 281,339 | 13,715 | 4.57% | 4.42% | 44 | +18,577 | 7.07% | Q4 2025 | Feb 04, 2026 |
| Boyd Wealth Management, LLC | History | New | 270,731 | 13,198 | 5.6% | — | 45 | +270,731 | New | Q4 2025 | Jan 28, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | Reduced | 267,939 | 13,062 | 2.76% | 2.38% | 46 | -26,525 | -9.01% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 267,549 | 13,043 | 0.1% | 0.1% | 47 | +1,868 | 0.7% | Q4 2025 | Feb 12, 2026 |
| Abundance Wealth Counselors | History | Reduced | 235,360 | 11,473 | 1.94% | 1.99% | 48 | -2,748 | -1.15% | Q4 2025 | Jan 26, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Added to | 227,631 | 11,097 | 8.44% | 7.83% | 49 | +29,088 | 14.65% | Q4 2025 | Jan 27, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 217,815 | 10,618 | 0.93% | 0.87% | 50 | +20,233 | 10.24% | Q4 2025 | Feb 12, 2026 |
| Ballast Financial Advisors LLC | History | New | 213,148 | 10,390 | 10.7% | — | 51 | +213,148 | New | Q4 2025 | Feb 17, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 210,512 | 10,262 | 4.66% | 4.57% | 52 | +66 | 0.03% | Q4 2025 | Jan 07, 2026 |
| Fonville Wealth Management LLC | History | Added to | 205,163 | 10,001 | 2.04% | 2.2% | 53 | +4,756 | 2.37% | Q4 2025 | Jan 23, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 201,395 | 9,817 | 2.12% | 2.1% | 54 | +29,737 | 17.32% | Q4 2025 | Feb 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 188,012 | 9,165 | 0.02% | 0.02% | 55 | +11,328 | 6.41% | Q4 2025 | Feb 13, 2026 |
| CGN Advisors LLC | History | Added to | 182,600 | 8,901 | 0.71% | 0.72% | 56 | +3,179 | 1.77% | Q4 2025 | Jan 05, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 181,446 | 8,845 | 3.1% | 3.11% | 57 | +4,954 | 2.81% | Q4 2025 | Feb 09, 2026 |
| Cetera Investment Advisers | History | Added to | 178,648 | 8,709 | 0.01% | 0.01% | 58 | +236 | 0.13% | Q4 2025 | Feb 17, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 178,343 | 8,694 | 2.6% | 1.64% | 59 | +74,192 | 71.24% | Q4 2025 | Feb 11, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 177,145 | 8,635 | 0.14% | 0.1% | 60 | +60,321 | 51.63% | Q4 2025 | Feb 03, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 172,413 | 8,405 | 0.01% | 0.01% | 61 | -4,749 | -2.68% | Q4 2025 | Feb 17, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 171,355 | 8,353 | 0.54% | 0.58% | 62 | -9,099 | -5.04% | Q4 2025 | Jan 26, 2026 |
| Strategic Financial Partners, Ltd. | History | New | 164,081 | 7,999 | 3.46% | — | 63 | +164,081 | New | Q4 2025 | Feb 11, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 163,311 | 7,961 | 0.03% | 0.02% | 64 | +25,375 | 18.4% | Q4 2025 | Jan 30, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | Reduced | 163,051 | 7,948 | 2.69% | 2.97% | 65 | -6,633 | -3.91% | Q4 2025 | Jan 20, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 159,377 | 7,769 | 1.89% | 1.89% | 66 | +23,962 | 17.7% | Q4 2025 | Jan 07, 2026 |
| Creative Planning | History | Reduced | 158,935 | 7,748 | 0.01% | 0.01% | 67 | -35,416 | -18.22% | Q4 2025 | Feb 17, 2026 |
| Independence Financial Advisors, LLC | History | Added to | 154,024 | 7,508 | 2.06% | 2.26% | 68 | +2,319 | 1.53% | Q4 2025 | Jan 15, 2026 |
| Gilbert Capital Group, Inc. | History | Added to | 148,175 | 7,223 | 5.43% | 5.36% | 69 | +6,262 | 4.41% | Q4 2025 | Jan 23, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 147,098 | 7,171 | 1.41% | 1.48% | 70 | -4,000 | -2.65% | Q4 2025 | Jan 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 143,635 | 7,002 | 0.01% | 0.01% | 71 | -44,488 | -23.65% | Q4 2025 | Feb 12, 2026 |
| JGP Wealth Management, LLC | History | Added to | 142,905 | 6,966 | 0.73% | 0.71% | 72 | +11,738 | 8.95% | Q4 2025 | Jan 12, 2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV | History | Added to | 138,638 | 6,758 | 3.27% | 3.33% | 73 | +918 | 0.67% | Q4 2025 | Jan 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 138,388 | 6,746 | 0.02% | 0.02% | 74 | +1,771 | 1.3% | Q4 2025 | Feb 05, 2026 |
| Values First Advisors, Inc. | History | Added to | 137,130 | 6,685 | 3.47% | 3.41% | 75 | +6,616 | 5.07% | Q4 2025 | Jan 30, 2026 |
| Baker Ellis Asset Management LLC | History | Added to | 137,030 | 6,680 | 0.8% | 0.81% | 76 | +2,400 | 1.78% | Q4 2025 | Jan 21, 2026 |
| COREPATH WEALTH PARTNERS LLC | History | Added to | 133,867 | 6,528 | 4.38% | 4.31% | 77 | +11,941 | 9.79% | Q4 2025 | Jan 15, 2026 |
| Providence First Trust Co | History | No change | 130,588 | 6,366 | 2.2% | 2.21% | 78 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 127,420 | 6,211 | 0.1% | 0.11% | 79 | -3,211 | -2.46% | Q4 2025 | Feb 12, 2026 |
| Townsend Financial Planning, LLC | History | New | 127,150 | 6,198 | 6.2% | — | 80 | +127,150 | New | Q4 2025 | Feb 17, 2026 |
| Brio Consultants, LLC | History | Reduced | 124,123 | 6,051 | 0.79% | 0.85% | 81 | -2,485 | -1.96% | Q4 2025 | Feb 04, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 123,276 | 6,010 | 0.01% | 0.01% | 82 | +11,747 | 10.53% | Q4 2025 | Feb 10, 2026 |
| HighTower Advisors, LLC | History | Added to | 116,336 | 5,671 | 0.01% | 0.01% | 83 | +381 | 0.33% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 114,547 | 5,584 | 0.03% | 0.03% | 84 | +7,329 | 6.84% | Q4 2025 | Feb 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 110,643 | 5,393 | 0.04% | 0.04% | 85 | +4,744 | 4.48% | Q4 2025 | Feb 17, 2026 |
| Investment Research Partners LLC | History | Added to | 107,114 | 5,221 | 2.24% | 2.31% | 86 | +2,110 | 2.01% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 107,014 | 5,216 | 0.02% | 0.02% | 87 | +31,237 | 41.22% | Q4 2025 | Feb 13, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | Added to | 106,475 | 5,190 | 2.0% | 2.01% | 88 | +1,119 | 1.06% | Q4 2025 | Jan 21, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 99,688 | 4,859 | 2.29% | 2.32% | 89 | +940 | 0.95% | Q4 2025 | Feb 13, 2026 |
| 1832 Asset Management L.P. | History | Added to | 98,265 | 4,790 | 0.0% | 0.0% | 90 | +66,317 | 207.58% | Q4 2025 | Feb 13, 2026 |
| Lutz Financial Services LLC | History | Added to | 94,072 | 4,586 | 0.31% | 0.32% | 91 | +2,271 | 2.47% | Q4 2025 | Feb 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 93,350 | 4,550 | 0.0% | 0.0% | 92 | +1,456 | 1.58% | Q4 2025 | Feb 12, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 91,937 | 4,481 | 0.86% | 0.82% | 93 | +12,604 | 15.89% | Q4 2025 | Jan 27, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 83,796 | 4,085 | 0.57% | 0.58% | 94 | +137 | 0.16% | Q4 2025 | Feb 04, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 83,538 | 4,072 | 0.05% | 0.08% | 95 | -64,630 | -43.62% | Q4 2025 | Feb 11, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Reduced | 79,053 | 3,853 | 0.56% | 0.85% | 96 | -39,469 | -33.3% | Q4 2025 | Jan 28, 2026 |
| McClarren Financial Advisors, Inc. | History | Reduced | 6,228 | 3,848 | 2.3% | 1.95% | 97 | -57,148 | -90.17% | Q4 2025 | Jan 13, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 76,536 | 3,731 | 0.04% | 0.04% | 98 | -3,140 | -3.94% | Q4 2025 | Jan 13, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 75,755 | 3,693 | 0.68% | 0.65% | 99 | +1,443 | 1.94% | Q4 2025 | Jan 27, 2026 |
| Fiduciary Group, LLC | History | Reduced | 75,002 | 3,656 | 0.31% | 0.33% | 100 | -1,729 | -2.25% | Q4 2025 | Feb 12, 2026 |
| PEOPLES BANK /OH | History | Reduced | 74,571 | 3,635 | 2.25% | 2.32% | 101 | -2,797 | -3.62% | Q4 2025 | Jan 29, 2026 |
| Investment Advisory Group, LLC | History | Added to | 72,387 | 3,528 | 0.91% | 0.77% | 102 | +14,523 | 25.1% | Q4 2025 | Jan 23, 2026 |
| Shepherd Street Advisors LLC | History | New | 71,258 | 3,473 | 3.33% | — | 103 | +71,258 | New | Q4 2025 | Feb 10, 2026 |
| Allworth Financial LP | History | New | 71,043 | 3,463 | 0.01% | — | 104 | +71,043 | New | Q4 2025 | Feb 05, 2026 |
| BCM ADVISORS, LLC | History | Added to | 67,875 | 3,310 | 0.63% | 0.59% | 105 | +8,320 | 13.97% | Q4 2025 | Jan 26, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 66,329 | 3,233 | 0.03% | 0.03% | 106 | +8,248 | 14.2% | Q4 2025 | Feb 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 64,447 | 3,141 | 0.04% | 0.04% | 107 | +6,054 | 10.37% | Q4 2025 | Feb 09, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 62,628 | 3,053 | 1.08% | 0.99% | 108 | +3,567 | 6.04% | Q4 2025 | Jan 30, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 62,185 | 3,031 | 0.04% | 0.03% | 109 | +4,634 | 8.05% | Q4 2025 | Feb 02, 2026 |
| Valmark Advisers, Inc. | History | Added to | 61,274 | 2,987 | 0.04% | 0.03% | 110 | +14,423 | 30.78% | Q4 2025 | Jan 26, 2026 |
| INVESTED ADVISORS | History | Reduced | 59,542 | 2,902 | 3.01% | 4.99% | 111 | -12,188 | -16.99% | Q4 2025 | Jan 26, 2026 |
| WASHINGTON TRUST BANK | History | Added to | 57,752 | 2,815 | 0.2% | 0.11% | 112 | +28,348 | 96.41% | Q4 2025 | Feb 04, 2026 |
| CITY HOLDING CO | History | Added to | 57,223 | 2,789 | 0.34% | 0.32% | 113 | +4,887 | 9.34% | Q4 2025 | Jan 22, 2026 |
| eCIO, Inc. | History | Reduced | 55,343 | 2,697 | 1.26% | 1.01% | 114 | -27 | -0.05% | Q4 2025 | Jan 20, 2026 |
| Dentgroup LLC | History | Reduced | 55,045 | 2,683 | 1.84% | 1.78% | 115 | -1,413 | -2.5% | Q4 2025 | Jan 28, 2026 |
| Turn8 Private Wealth Inc. | History | Reduced | 54,783 | 2,670 | 1.91% | 1.92% | 116 | -52 | -0.09% | Q4 2025 | Feb 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 52,495 | 2,561 | 0.0% | 0.0% | 117 | -8,384 | -13.77% | Q4 2025 | Jan 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 52,219 | 2,545 | 0.0% | 0.0% | 118 | +142 | 0.27% | Q4 2025 | Feb 06, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 51,461 | 2,508 | 0.34% | 0.34% | 119 | +3,746 | 7.85% | Q4 2025 | Jan 14, 2026 |
| Argent Advisors, Inc. | History | Reduced | 51,057 | 2,489 | 0.69% | 0.96% | 120 | -15,575 | -23.37% | Q4 2025 | Feb 11, 2026 |
| Merit Financial Group, LLC | History | Added to | 50,765 | 2,474 | 0.02% | 0.01% | 121 | +18,364 | 56.68% | Q4 2025 | Jan 26, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Reduced | 50,574 | 2,465 | 0.97% | 1.08% | 123 | -1,750 | -3.34% | Q4 2025 | Feb 11, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 50,574 | 2,465 | 0.63% | 0.64% | 122 | +342 | 0.68% | Q4 2025 | Jan 07, 2026 |
| Wealth Dimensions Group, Ltd. | History | Reduced | 50,430 | 2,458 | 0.49% | 0.51% | 124 | -62 | -0.12% | Q4 2025 | Feb 13, 2026 |
| Smithfield Trust Co | History | Reduced | 49,789 | 2,426 | 0.11% | 0.12% | 125 | -4,538 | -8.35% | Q4 2025 | Feb 09, 2026 |
| TD Capital Management LLC | History | Reduced | 47,781 | 2,329 | 0.21% | 0.33% | 126 | -26,399 | -35.59% | Q4 2025 | Feb 26, 2026 |
| Stone House Investment Management, LLC | History | Added to | 47,161 | 2,299 | 0.36% | 0.36% | 127 | +2,989 | 6.77% | Q4 2025 | Jan 21, 2026 |
| Richard W. Paul & Associates, LLC | History | Added to | 46,530 | 2,268 | 0.75% | 0.69% | 128 | +4,906 | 11.79% | Q4 2025 | Feb 12, 2026 |
| GREENBERG FINANCIAL GROUP | History | New | 46,000 | 2,242 | 0.92% | — | 129 | +46,000 | New | Q4 2025 | Jan 22, 2026 |
| MKT Advisors LLC | History | Added to | 45,349 | 2,213 | 0.76% | 0.69% | 130 | +7,335 | 19.3% | Q4 2025 | Jan 08, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 45,383 | 2,212 | 0.01% | 0.01% | 131 | -8,495 | -15.77% | Q4 2025 | Feb 18, 2026 |
| Rooted Wealth Advisors, Inc. | History | Reduced | 44,595 | 2,170 | 0.61% | 1.38% | 132 | -47,994 | -51.84% | Q4 2025 | Feb 09, 2026 |
| Chatterton & Associates Inc. | History | New | 44,336 | 2,161 | 1.85% | — | 133 | +44,336 | New | Q4 2025 | Jan 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 42,748 | 2,083 | 0.0% | 0.0% | 134 | -1,497 | -3.38% | Q4 2025 | Feb 18, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 42,353 | 2,064 | 0.14% | 0.15% | 135 | -2,691 | -5.97% | Q4 2025 | Jan 08, 2026 |
| Park Place Capital Corp | History | Reduced | 42,030 | 2,048 | 0.43% | 0.54% | 136 | -10,479 | -19.96% | Q4 2025 | Jan 09, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 41,800 | 2,037 | 0.0% | 0.02% | 137 | -231,300 | -84.69% | Q4 2025 | Feb 12, 2026 |
| PDS Planning, Inc | History | Reduced | 41,287 | 2,012 | 0.13% | 0.15% | 138 | -2,454 | -5.61% | Q4 2025 | Jan 26, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 40,305 | 1,964 | 0.22% | 0.15% | 139 | +12,295 | 43.9% | Q4 2025 | Jan 20, 2026 |
| Betterment LLC | History | Added to | 39,896 | 1,945 | 0.0% | 0.0% | 140 | +371 | 0.94% | Q4 2025 | Feb 12, 2026 |
| Horizon Family Wealth, Inc. | History | Added to | 39,210 | 1,911 | 1.02% | 1.07% | 141 | +971 | 2.54% | Q4 2025 | Feb 09, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 38,936 | 1,898 | 0.0% | 0.0% | 142 | -16,316 | -29.53% | Q4 2025 | Feb 17, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 38,403 | 1,872 | 0.21% | 0.22% | 143 | +321 | 0.84% | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 37,944 | 1,849 | 0.0% | 0.0% | 144 | +23,270 | 158.58% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 37,627 | 1,834 | 0.0% | 0.0% | 145 | +3,175 | 9.22% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 37,222 | 1,814 | 0.02% | 0.0% | 146 | +30,593 | 461.5% | Q4 2025 | Jan 23, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 36,095 | 1,734 | 0.04% | 0.03% | 147 | -507 | -1.39% | Q4 2025 | Feb 11, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 35,071 | 1,709 | 0.16% | 0.19% | 148 | -5,020 | -12.52% | Q4 2025 | Feb 04, 2026 |
| Eukles Asset Management | History | Added to | 33,329 | 1,624 | 0.63% | 0.6% | 149 | +1,631 | 5.15% | Q4 2025 | Feb 09, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | No change | 31,534 | 1,537 | 0.91% | 0.96% | 150 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 30,867 | 1,504 | 0.11% | 0.14% | 151 | -6,398 | -17.17% | Q4 2025 | Jan 23, 2026 |
| FC Advisory LLC | History | Reduced | 30,347 | 1,479 | 0.42% | 0.48% | 152 | -2,908 | -8.74% | Q4 2025 | Jan 13, 2026 |
| Columbus Macro, LLC | History | Added to | 29,479 | 1,437 | 0.16% | 0.15% | 153 | +2,667 | 9.95% | Q4 2025 | Jan 15, 2026 |
| Bellwether Advisors, LLC | History | Added to | 28,990 | 1,413 | 0.23% | 0.23% | 154 | +785 | 2.78% | Q4 2025 | Feb 09, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 28,898 | 1,408 | 0.16% | 0.14% | 155 | +5,400 | 22.98% | Q4 2025 | Feb 17, 2026 |
| Joseph Group Capital Management | History | Reduced | 28,595 | 1,394 | 0.37% | 0.52% | 156 | -8,885 | -23.71% | Q4 2025 | Jan 30, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 28,025 | 1,366 | 0.0% | 0.0% | 157 | -228 | -0.81% | Q4 2025 | Feb 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 27,620 | 1,346 | 0.02% | 0.02% | 158 | +2,275 | 8.98% | Q4 2025 | Jan 29, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 27,137 | 1,322 | 0.03% | 0.08% | 159 | -38,577 | -58.7% | Q4 2025 | Feb 10, 2026 |
| NWAM LLC | History | Reduced | 27,065 | 1,320 | 0.07% | 0.07% | 160 | -776 | -2.79% | Q4 2025 | Feb 04, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 27,003 | 1,316 | 0.01% | 0.01% | 161 | -5,969 | -18.1% | Q4 2025 | Feb 13, 2026 |
| Darden Wealth Group Inc | History | Reduced | 26,718 | 1,302 | 0.63% | 0.69% | 162 | -485 | -1.78% | Q4 2025 | Feb 09, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Reduced | 26,330 | 1,283 | 0.94% | 0.99% | 163 | -1,419 | -5.11% | Q4 2025 | Feb 12, 2026 |
| Vantage Financial Partners, LLC | History | Added to | 26,179 | 1,276 | 0.26% | 0.27% | 164 | +295 | 1.14% | Q4 2025 | Feb 03, 2026 |
| XY Planning Network, Inc. | History | New | 25,960 | 1,265 | 0.22% | — | 165 | +25,960 | New | Q4 2025 | Jan 26, 2026 |
| LUTS & GREENLEIGH GROUP, INC. | History | No change | 25,691 | 1,252 | 1.06% | 1.13% | 166 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 24,802 | 1,209 | 0.2% | 0.21% | 167 | -203 | -0.81% | Q4 2025 | Feb 06, 2026 |
| VICUS CAPITAL | History | Added to | 24,078 | 1,173 | 0.09% | 0.09% | 168 | +1,211 | 5.3% | Q4 2025 | Jan 22, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 23,091 | 1,125 | 0.13% | 0.13% | 169 | +104 | 0.45% | Q4 2025 | Jan 22, 2026 |
| Private Advisor Group, LLC | History | Added to | 22,863 | 1,114 | 0.01% | 0.01% | 170 | +473 | 2.11% | Q4 2025 | Feb 17, 2026 |
| Main Street Research LLC | History | Added to | 22,763 | 1,109 | 0.06% | 0.06% | 171 | +1,535 | 7.23% | Q4 2025 | Feb 09, 2026 |
| LJI Wealth Management, LLC | History | Added to | 22,561 | 1,099 | 0.17% | 0.19% | 172 | +357 | 1.61% | Q4 2025 | Feb 03, 2026 |
| Advisory Services Network, LLC | History | Reduced | 22,467 | 1,095 | 0.02% | 0.02% | 173 | -102 | -0.45% | Q4 2025 | Feb 17, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 22,278 | 1,086 | 0.45% | 0.43% | 174 | +1,530 | 7.37% | Q4 2025 | Jan 14, 2026 |
| Keystone Financial Group, Inc. | History | No change | 22,202 | 1,082 | 0.57% | 0.61% | 175 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Composition Wealth, LLC | History | Reduced | 21,925 | 1,068 | 0.02% | 0.02% | 176 | -2,036 | -8.5% | Q4 2025 | Feb 02, 2026 |
| BLUE JEAN FINANCIAL LLC | History | New | 21,752 | 1,060 | 0.86% | — | 177 | +21,752 | New | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 21,528 | 1,049 | 0.0% | 0.0% | 178 | +5,819 | 37.04% | Q4 2025 | Feb 13, 2026 |
| Essex Financial Services, Inc. | History | Added to | 21,350 | 1,040 | 0.06% | 0.06% | 179 | +267 | 1.27% | Q4 2025 | Feb 10, 2026 |
| Center for Financial Planning, Inc. | History | No change | 20,845 | 1,016 | 0.11% | 0.11% | 180 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 20,188 | 984 | 0.06% | 0.22% | 181 | -51,333 | -71.77% | Q4 2025 | Feb 13, 2026 |
| HILL ISLAND FINANCIAL LLC | History | Reduced | 19,967 | 973 | 0.23% | 0.28% | 182 | -2,879 | -12.6% | Q4 2025 | Jan 22, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 19,546 | 953 | 0.0% | 0.0% | 183 | -2,828 | -12.64% | Q4 2025 | Feb 11, 2026 |
| Wealthfront Advisers LLC | History | Added to | 19,202 | 936 | 0.0% | 0.0% | 184 | +346 | 1.83% | Q4 2025 | Jan 30, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 19,014 | 926 | 0.01% | 0.01% | 185 | +1,367 | 7.75% | Q4 2025 | Jan 27, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 18,976 | 925 | 0.05% | 0.07% | 186 | -7,088 | -27.19% | Q4 2025 | Feb 06, 2026 |
| First PREMIER Bank | History | Reduced | 18,652 | 909 | 0.21% | 0.32% | 187 | -10,624 | -36.29% | Q4 2025 | Jan 23, 2026 |
| MAI Capital Management | History | Added to | 18,620 | 907 | 0.01% | 0.0% | 188 | +2,498 | 15.49% | Q4 2025 | Feb 13, 2026 |
| Ironwood Investment Counsel, LLC | History | Added to | 18,328 | 893 | 0.12% | 0.13% | 189 | +504 | 2.83% | Q4 2025 | Feb 06, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 17,945 | 874 | 0.18% | 0.2% | 190 | -680 | -3.65% | Q4 2025 | Jan 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 17,721 | 863 | 0.02% | 0.02% | 191 | -1,467 | -7.65% | Q4 2025 | Feb 09, 2026 |
| JANE STREET GROUP, LLC | History | New | 17,693 | 862 | 0.0% | — | 192 | +17,693 | New | Q4 2025 | Feb 12, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | New | 17,624 | 859 | 0.34% | — | 193 | +17,624 | New | Q4 2025 | Jan 15, 2026 |
| Pine Haven Investment Counsel, Inc | History | No change | 17,146 | 835 | 0.59% | 0.6% | 194 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | No change | 17,055 | 831 | 0.1% | 0.1% | 195 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HEADINVEST, LLC | History | Reduced | 16,807 | 819 | 0.16% | 0.2% | 196 | -2,940 | -14.89% | Q4 2025 | Feb 02, 2026 |
| PFG Advisors | History | New | 16,798 | 818 | 0.04% | — | 197 | +16,798 | New | Q4 2025 | Jan 27, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 16,663 | 812 | 0.01% | 0.01% | 198 | +13 | 0.08% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 16,546 | 807 | 0.0% | 0.0% | 199 | -340 | -2.01% | Q4 2025 | Feb 05, 2026 |
| Rather & Kittrell, Inc. | History | Reduced | 16,349 | 797 | 0.13% | 0.14% | 200 | -378 | -2.26% | Q4 2025 | Jan 28, 2026 |
| Berger Financial Group, Inc | History | Reduced | 16,331 | 796 | 0.05% | 0.05% | 201 | -76 | -0.46% | Q4 2025 | Jan 27, 2026 |
| Mutual Advisors, LLC | History | Reduced | 16,034 | 781 | 0.02% | 0.02% | 202 | -4,416 | -21.59% | Q4 2025 | Feb 02, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 15,720 | 766 | 0.0% | 0.0% | 203 | +294 | 1.91% | Q4 2025 | Feb 10, 2026 |
| Eaton Financial Holdings Company, LLC | History | Reduced | 15,634 | 762 | 0.2% | 0.22% | 204 | -564 | -3.48% | Q4 2025 | Feb 09, 2026 |
| Western Wealth Management, LLC | History | Reduced | 15,557 | 758 | 0.03% | 0.04% | 205 | -897 | -5.45% | Q4 2025 | Feb 05, 2026 |
| Sunburst Financial Group, LLC | History | Added to | 15,562 | 758 | 0.15% | 0.16% | 206 | +13 | 0.08% | Q4 2025 | Jan 21, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 14,961 | 729 | 0.0% | 0.0% | 207 | +6,415 | 75.06% | Q4 2025 | Feb 06, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 14,305 | 697 | 0.03% | 0.02% | 208 | +1,221 | 9.33% | Q4 2025 | Feb 02, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 14,201 | 692 | 0.03% | 0.02% | 209 | +3,051 | 27.36% | Q4 2025 | Feb 09, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Reduced | 14,033 | 684 | 0.01% | 0.04% | 210 | -33,000 | -70.16% | Q4 2025 | Feb 17, 2026 |
| Opus Capital Group, LLC | History | Added to | 13,853 | 675 | 0.07% | 0.07% | 211 | +1,551 | 12.61% | Q4 2025 | Jan 30, 2026 |
| US BANCORP \DE\ | History | Reduced | 13,661 | 665 | 0.0% | 0.0% | 212 | -1,299 | -8.68% | Q4 2025 | Jan 30, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 13,469 | 656 | 0.07% | 0.08% | 213 | -1,117 | -7.66% | Q4 2025 | Feb 18, 2026 |
| Weaver Consulting Group | History | Added to | 13,350 | 650 | 0.16% | 0.08% | 214 | +6,500 | 94.89% | Q4 2025 | Feb 10, 2026 |
| Evensky & Katz LLC | History | Added to | 13,241 | 646 | 0.04% | 0.04% | 215 | +208 | 1.6% | Q4 2025 | Feb 05, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 13,108 | 639 | 0.05% | 0.04% | 216 | -634 | -4.61% | Q4 2025 | Feb 17, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 12,990 | 633 | 0.05% | 0.06% | 218 | -851 | -6.15% | Q4 2025 | Feb 09, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 12,998 | 633 | 0.0% | 0.0% | 217 | +143 | 1.11% | Q4 2025 | Feb 17, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 12,956 | 631 | 0.15% | 0.17% | 219 | -1,702 | -11.61% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 12,812 | 624 | 0.01% | 0.02% | 220 | -2,489 | -16.27% | Q4 2025 | Feb 06, 2026 |
| Mine & Arao Wealth Creation & Management, LLC. | History | Reduced | 12,602 | 614 | 0.24% | 0.27% | 221 | -1,041 | -7.63% | Q4 2025 | Jan 27, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 12,245 | 599 | 0.52% | — | 222 | +12,245 | New | Q4 2025 | Feb 10, 2026 |
| AlphaCore Capital LLC | History | Reduced | 12,103 | 590 | 0.01% | 0.02% | 223 | -829 | -6.41% | Q4 2025 | Feb 05, 2026 |
| CWM, LLC | History | Added to | 11,633 | 567 | 0.0% | 0.0% | 224 | +126 | 1.09% | Q4 2025 | Jan 26, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 11,588 | 564 | 0.0% | 0.0% | 225 | +589 | 5.36% | Q4 2025 | Feb 02, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 11,560 | 563 | 0.01% | 0.01% | 226 | -78 | -0.67% | Q4 2025 | Feb 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 11,327 | 552 | 0.0% | 0.0% | 227 | -946 | -7.71% | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 11,042 | 538 | 0.0% | 0.0% | 228 | +1 | 0.01% | Q4 2025 | Feb 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 11,028 | 537 | 0.01% | 0.01% | 229 | +349 | 3.27% | Q4 2025 | Jan 29, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 10,912 | 531 | 0.11% | 0.1% | 230 | +2,867 | 35.64% | Q4 2025 | Feb 13, 2026 |
| Global Financial Private Client, LLC | History | No change | 10,424 | 508 | 0.18% | 0.18% | 231 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 10,396 | 507 | 0.01% | 0.01% | 232 | +834 | 8.72% | Q4 2025 | Jan 28, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | No change | 9,881 | 481 | 0.32% | 0.33% | 233 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| COMERICA BANK | History | No change | 9,519 | 464 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Arax Advisory Partners | History | New | 9,464 | 461 | 0.01% | — | 235 | +9,464 | New | Q4 2025 | Feb 13, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 9,400 | 458 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CALTON & ASSOCIATES, INC. | History | New | 9,394 | 457 | 0.07% | — | 237 | +9,394 | New | Q4 2025 | Feb 10, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 9,355 | 456 | 0.05% | 0.05% | 238 | +1,113 | 13.5% | Q4 2025 | Feb 06, 2026 |
| HB Wealth Management, LLC | History | Reduced | 9,115 | 444 | 0.0% | 0.0% | 239 | -4,219 | -31.64% | Q4 2025 | Jan 28, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | No change | 9,000 | 438 | 0.02% | 0.02% | 240 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 8,867 | 432 | 0.09% | 0.09% | 241 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | Added to | 8,312 | 405 | 0.1% | 0.09% | 242 | +834 | 11.15% | Q4 2025 | Feb 02, 2026 |
| World Investment Advisors | History | New | 8,165 | 398 | 0.01% | — | 243 | +8,165 | New | Q4 2025 | Mar 12, 2026 |
| Compound Planning, Inc. | History | Reduced | 7,977 | 388 | 0.01% | 0.01% | 244 | -1,101 | -12.13% | Q4 2025 | Feb 19, 2026 |
| CHOREO, LLC | History | Reduced | 7,928 | 386 | 0.0% | 0.01% | 245 | -208 | -2.56% | Q4 2025 | Jan 23, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 7,566 | 368 | 0.01% | 0.01% | 246 | +1,528 | 25.31% | Q4 2025 | Jan 16, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 7,384 | 359 | 0.06% | 0.06% | 247 | +53 | 0.72% | Q4 2025 | Jan 21, 2026 |
| Cerity Partners LLC | History | Reduced | 7,329 | 357 | 0.0% | 0.0% | 248 | -300 | -3.93% | Q4 2025 | Feb 11, 2026 |
| Prospera Financial Services Inc | History | Reduced | 7,314 | 356 | 0.01% | 0.04% | 249 | -35,794 | -83.03% | Q4 2025 | Feb 09, 2026 |
| Summit Financial, LLC | History | Added to | 7,287 | 355 | 0.01% | 0.0% | 250 | +1,130 | 18.35% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 7,237 | 352 | 0.0% | 0.0% | 251 | +4,408 | 155.81% | Q4 2025 | Mar 16, 2026 |
| GTS SECURITIES LLC | History | Reduced | 7,217 | 351 | 0.01% | 0.01% | 252 | -591 | -7.57% | Q4 2025 | Feb 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 7,181 | 350 | 0.01% | 0.01% | 254 | -134 | -1.83% | Q4 2025 | Feb 13, 2026 |
| Garde Capital, Inc. | History | No change | 7,190 | 350 | 0.02% | 0.02% | 253 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 7,112 | 346 | 0.01% | — | 255 | +7,112 | New | Q4 2025 | Feb 13, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 7,020 | 342 | 0.05% | 0.05% | 256 | +97 | 1.4% | Q4 2025 | Jan 26, 2026 |
| Pearl Planning LLC | History | New | 6,883 | 335 | 0.2% | — | 257 | +6,883 | New | Q4 2025 | Feb 03, 2026 |
| Sigma Planning Corp | History | Added to | 6,786 | 330 | 0.01% | 0.01% | 258 | +361 | 5.62% | Q4 2025 | Jan 30, 2026 |
| Level Wealth Management LLC | History | Reduced | 6,572 | 320 | 0.16% | 0.48% | 259 | -12,100 | -64.8% | Q4 2025 | Feb 02, 2026 |
| Curat Global, LLC | History | Added to | 6,477 | 315 | 0.35% | 0.3% | 260 | +20 | 0.31% | Q4 2025 | Feb 06, 2026 |
| Colonial Trust Advisors | History | Reduced | 6,395 | 311 | 0.02% | 0.03% | 261 | -532 | -7.68% | Q4 2025 | Feb 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 6,317 | 307 | 0.02% | 0.03% | 262 | -260 | -3.95% | Q4 2025 | Feb 03, 2026 |
| StoneX Group Inc. | History | New | 6,281 | 306 | 0.01% | — | 263 | +6,281 | New | Q4 2025 | Feb 12, 2026 |
| Blue Trust, Inc. | History | Reduced | 6,253 | 304 | 0.0% | 0.0% | 264 | -608 | -8.86% | Q4 2025 | Jan 16, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Reduced | 6,248 | 304 | 0.13% | 0.14% | 265 | -511 | -7.56% | Q4 2025 | Jan 22, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 6,196 | 302 | 0.02% | 0.02% | 266 | +584 | 10.41% | Q4 2025 | Mar 04, 2026 |
| SeaBridge Investment Advisors LLC | History | New | 6,150 | 299 | 0.05% | — | 267 | +6,150 | New | Q4 2025 | Jan 26, 2026 |
| Parsonex Advisory Services, Inc. | History | Added to | 6,152 | 299 | 0.19% | 0.2% | 268 | +61 | 1.0% | Q4 2025 | Feb 12, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 6,104 | 297 | 0.2% | 0.22% | 269 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 5,992 | 292 | 0.02% | 0.02% | 270 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Rede Wealth, LLC | History | New | 5,988 | 291 | 0.1% | — | 271 | +5,988 | New | Q4 2025 | Jan 23, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 5,935 | 289 | 0.07% | 0.06% | 272 | +690 | 13.16% | Q4 2025 | Feb 11, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Added to | 5,769 | 281 | 0.08% | 0.08% | 273 | +79 | 1.39% | Q4 2025 | Feb 12, 2026 |
| SFMG, LLC | History | Added to | 5,724 | 279 | 0.02% | 0.02% | 274 | +447 | 8.47% | Q4 2025 | Feb 10, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | No change | 5,640 | 274 | 0.22% | 0.22% | 275 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | No change | 5,540 | 270 | 0.07% | 0.07% | 276 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Essex Bank | History | No change | 5,470 | 266 | 0.06% | 0.06% | 277 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| LVZ, Inc. | History | Reduced | 5,422 | 264 | 0.03% | 0.04% | 278 | -1,173 | -17.79% | Q4 2025 | Feb 10, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | No change | 5,425 | 264 | 0.02% | 0.02% | 279 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| PFS Partners, LLC | History | No change | 5,432 | 264 | 0.12% | 0.13% | 280 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| &PARTNERS | History | Reduced | 5,398 | 263 | 0.0% | 0.0% | 281 | -3,561 | -39.75% | Q4 2025 | Feb 17, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Reduced | 5,378 | 262 | 0.04% | 0.04% | 282 | -42 | -0.77% | Q4 2025 | Feb 12, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 5,248 | 255 | 0.0% | 0.0% | 283 | +432 | 8.97% | Q4 2025 | Feb 09, 2026 |
| WEST PACES ADVISORS INC. | History | New | 5,102 | 248 | 0.05% | — | 284 | +5,102 | New | Q4 2025 | Jan 21, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 5,034 | 245 | 0.05% | 0.06% | 285 | -127 | -2.46% | Q4 2025 | Jan 09, 2026 |
| Wealth Forward, LLC | History | No change | 5,042 | 245 | 0.14% | 0.14% | 286 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BCS Private Wealth Management, Inc. | History | New | 5,000 | 243 | 0.08% | — | 287 | +5,000 | New | Q4 2025 | Jan 26, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 4,939 | 241 | 0.01% | 0.01% | 288 | +1,180 | 31.39% | Q4 2025 | Feb 13, 2026 |
| Infinity Wealth Counsel, LLC | History | Reduced | 4,960 | 241 | 0.22% | 0.24% | 289 | -100 | -1.98% | Q4 2025 | Jan 15, 2026 |
| Rice Partnership, LLC | History | Added to | 4,846 | 236 | 0.03% | 0.03% | 290 | +858 | 21.51% | Q4 2025 | Feb 10, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 4,841 | 235 | 0.03% | 0.04% | 291 | -171 | -3.41% | Q4 2025 | Jan 09, 2026 |
| Donor Advised Charitable Giving, Inc. | History | No change | 4,688 | 228 | 0.01% | 0.0% | 292 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 4,617 | 225 | 0.01% | 0.01% | 293 | +102 | 2.26% | Q4 2025 | Jan 23, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 4,590 | 223 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 4,563 | 222 | 0.01% | 0.01% | 295 | -204 | -4.28% | Q4 2025 | Feb 05, 2026 |
| Wealth Architects, LLC | History | No change | 4,546 | 221 | 0.02% | 0.02% | 296 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | Reduced | 4,526 | 220 | 0.05% | 0.07% | 297 | -2,676 | -37.16% | Q4 2025 | Jan 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 4,530 | 220 | 0.0% | 0.0% | 299 | +206 | 4.76% | Q4 2025 | Jan 29, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 4,522 | 220 | 0.01% | 0.01% | 298 | +57 | 1.28% | Q4 2025 | Jan 16, 2026 |
| Hudson Capital Management LLC | History | Reduced | 4,395 | 214 | 0.05% | 0.06% | 300 | -83 | -1.85% | Q4 2025 | Jan 21, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Added to | 4,373 | 213 | 0.08% | 0.08% | 302 | +22 | 0.51% | Q4 2025 | Feb 06, 2026 |
| HOLDERNESS INVESTMENTS CO | History | No change | 4,379 | 213 | 0.04% | 0.04% | 301 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Key FInancial Inc | History | Added to | 4,369 | 212 | 0.04% | 0.04% | 303 | +18 | 0.41% | Q4 2025 | Feb 09, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 4,343 | 211 | 0.02% | 0.02% | 304 | -55 | -1.25% | Q4 2025 | Jan 09, 2026 |
| Zhang Financial LLC | History | Added to | 4,311 | 210 | 0.01% | 0.01% | 305 | +12 | 0.28% | Q4 2025 | Feb 10, 2026 |
| ASSETMARK, INC | History | Added to | 4,105 | 200 | 0.0% | 0.0% | 306 | +1,698 | 70.54% | Q4 2025 | Jan 23, 2026 |
| BFSG, LLC | History | Added to | 3,567 | 173 | 0.02% | 0.02% | 307 | +371 | 11.61% | Q4 2025 | Jan 22, 2026 |
| MidAtlantic Capital Management, Inc. | History | New | 3,501 | 170 | 0.11% | — | 308 | +3,501 | New | Q4 2025 | Feb 10, 2026 |
| Colonial Trust Co / SC | History | Reduced | 3,451 | 168 | 0.02% | 0.06% | 309 | -5,989 | -63.44% | Q4 2025 | Feb 12, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 3,280 | 159 | 0.01% | 0.01% | 310 | -47 | -1.41% | Q4 2025 | Feb 18, 2026 |
| AE Wealth Management LLC | History | Added to | 2,810 | 136 | 0.0% | 0.0% | 312 | +1,867 | 197.99% | Q4 2025 | Jan 26, 2026 |
| FMR LLC | History | Reduced | 2,797 | 136 | 0.0% | 0.0% | 311 | -27 | -0.96% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,658 | 129 | 0.0% | 0.0% | 313 | +1 | 0.04% | Q4 2025 | Feb 11, 2026 |
| Miller Capital Partners, Inc. | History | New | 2,635 | 128 | 0.06% | — | 314 | +2,635 | New | Q4 2025 | Feb 17, 2026 |
| WealthShield Partners, LLC | History | Reduced | 2,599 | 126 | 0.01% | 0.02% | 315 | -1,145 | -30.58% | Q4 2025 | Feb 03, 2026 |
| Kopp Family Office, LLC | History | No change | 2,173 | 105 | 0.07% | 0.07% | 316 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Security National Bank | History | No change | 2,168 | 105 | 0.02% | 0.02% | 317 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Banque Transatlantique SA | History | Added to | 2,126 | 103 | 0.0% | 0.0% | 318 | +684 | 47.43% | Q4 2025 | Feb 26, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 2,110 | 102 | 0.0% | — | 319 | +2,110 | New | Q4 2025 | Jan 21, 2026 |
| DAGCO, INC. | History | New | 1,990 | 97 | 0.02% | — | 320 | +1,990 | New | Q4 2025 | Jan 08, 2026 |
| Crews Bank & Trust | History | Added to | 2,007 | 97 | 0.01% | 0.01% | 321 | +127 | 6.76% | Q4 2025 | Jan 21, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,750 | 85 | 0.0% | 0.01% | 322 | +10 | 0.57% | Q4 2025 | Feb 13, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 1,741 | 84 | 0.02% | 0.02% | 323 | -5 | -0.29% | Q4 2025 | Feb 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,695 | 82 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 1,648 | 80 | 0.01% | 0.03% | 325 | -1,788 | -52.04% | Q4 2025 | Jan 23, 2026 |
| Midwest Capital Advisors, LLC | History | Added to | 1,550 | 75 | 0.04% | 0.04% | 327 | +21 | 1.37% | Q4 2025 | Jan 29, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 1,547 | 75 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Strive Financial Group ,LLC | History | New | 1,393 | 67 | 0.03% | — | 328 | +1,393 | New | Q4 2025 | Feb 18, 2026 |
| Archer Investment Corp | History | No change | 1,110 | 54 | 0.01% | 0.01% | 329 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,113 | 54 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,100 | 53 | 0.01% | — | 331 | +1,100 | New | Q4 2025 | Feb 13, 2026 |
| Woodside Wealth Management LLC | History | Added to | 1,067 | 52 | 0.04% | 0.04% | 332 | +55 | 5.43% | Q4 2025 | Jan 30, 2026 |
| Rossby Financial, LCC | History | Added to | 986 | 48 | 0.01% | 0.01% | 334 | +290 | 41.67% | Q4 2025 | Feb 12, 2026 |
| Bogart Wealth, LLC | History | No change | 992 | 48 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Spire Wealth Management | History | Added to | 800 | 38 | 0.0% | 0.0% | 336 | +218 | 37.46% | Q4 2025 | Jan 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 784 | 38 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NBC SECURITIES, INC. | History | No change | 760 | 37 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 715 | 34 | 0.0% | 0.0% | 338 | +10 | 1.42% | Q4 2025 | Feb 06, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 677 | 33 | 0.0% | 0.0% | 339 | +5 | 0.74% | Q4 2025 | Feb 13, 2026 |
| Longview Financial Advisors LLC | History | No change | 619 | 30 | 0.02% | 0.02% | 340 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 575 | 28 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 540 | 26 | 0.01% | 0.01% | 342 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Pacifica Partners Inc. | History | No change | 510 | 24 | 0.01% | 0.01% | 343 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| IFP Advisors, Inc | History | No change | 483 | 23 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SageView Advisory Group, LLC | History | New | 439 | 21 | 0.0% | — | 347 | +439 | New | Q4 2025 | Feb 17, 2026 |
| Ancora Advisors LLC | History | No change | 434 | 21 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CVA Family Office, LLC | History | No change | 446 | 21 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Caldwell Trust Co | History | New | 420 | 20 | 0.0% | — | 349 | +420 | New | Q4 2025 | Jan 30, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 424 | 20 | 0.01% | 0.01% | 348 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 318 | 15 | 0.0% | 0.0% | 350 | +265 | 500.0% | Q4 2025 | Feb 13, 2026 |
| ORG Wealth Partners, LLC | History | No change | 313 | 15 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CITIGROUP INC | History | Added to | 271 | 13 | 0.0% | 0.0% | 352 | +72 | 36.18% | Q4 2025 | Feb 13, 2026 |
| Bank of New Hampshire | History | New | 259 | 12 | 0.0% | — | 353 | +259 | New | Q4 2025 | Mar 16, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 264 | 12 | 0.0% | 0.0% | 354 | -41 | -13.44% | Q4 2025 | Jan 12, 2026 |
| General Partner, Inc. | History | No change | 245 | 11 | 0.01% | 0.01% | 355 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 206 | 10 | 0.0% | 0.0% | 356 | -515 | -71.43% | Q4 2025 | Jan 13, 2026 |
| Fortitude Family Office, LLC | History | New | 213 | 10 | 0.0% | — | 357 | +213 | New | Q4 2025 | Jan 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 200 | 9 | 0.0% | 0.0% | 359 | +3 | 1.52% | Q4 2025 | Feb 06, 2026 |
| Capital Analysts, LLC | History | No change | 187 | 9 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HOWE & RUSLING INC | History | New | 157 | 7 | 0.0% | — | 360 | +157 | New | Q4 2025 | Feb 17, 2026 |
| Root Financial Partners, LLC | History | No change | 130 | 6 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Reduced | 118 | 5 | 0.0% | 0.16% | 362 | -9,585 | -98.78% | Q4 2025 | Jan 05, 2026 |
| Founders Financial Alliance, LLC | History | No change | 108 | 5 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 117 | 5 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 89 | 4 | 0.0% | — | 367 | +89 | New | Q4 2025 | Feb 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Clearstead Trust, LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Fairway Wealth LLC | History | New | 80 | 3 | 0.0% | — | 371 | +80 | New | Q4 2025 | Jan 28, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 64 | 3 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Horizon Investments, LLC | History | No change | 71 | 3 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| ORG Partners LLC | History | No change | 64 | 3 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 48 | 2 | 0.0% | 0.0% | 374 | -46 | -48.94% | Q4 2025 | Feb 18, 2026 |
| SIGNATUREFD, LLC | History | No change | 59 | 2 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Front Row Advisors LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 23 | 1 | 0.0% | — | 377 | +23 | New | Q4 2025 | Feb 17, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 32 | 1 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Cornerstone Planning Group LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 2 | 0 | — | 0.01% | — | -128,697 | -100.0% | Q4 2025 | Feb 17, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -34,086 | -100.0% | Q3 2025 | Oct 10, 2025 |
| TFC Financial Management, Inc. | History | Closed out | 0 | 0 | — | 0.12% | — | -19,350 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -18,735 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,028 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Northwest Capital Management Inc | History | Closed out | 0 | 0 | — | 0.55% | — | -10,655 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -8,473 | -100.0% | Q3 2025 | Nov 13, 2025 |
| UPTICK PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -7,086 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | History | Closed out | 0 | 0 | — | 0.12% | — | -6,794 | -100.0% | Q3 2025 | Nov 03, 2025 |
| TrueWealth Financial Partners | History | Closed out | 0 | 0 | — | 0.16% | — | -6,524 | -100.0% | Q3 2025 | Nov 21, 2025 |
| Tanager Wealth Management LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -4,789 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Aries Wealth Management | History | Closed out | 0 | 0 | — | 0.05% | — | -4,734 | -100.0% | Q3 2025 | Nov 10, 2025 |
| American Trust | History | Closed out | 0 | 0 | — | 0.02% | — | -4,451 | -100.0% | Q3 2025 | Nov 17, 2025 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,305 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Savant Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,227 | -100.0% | Q3 2025 | Mar 04, 2026 |
| PFG Investments, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,218 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Summa Corp. | History | Closed out | 0 | 0 | — | 0.09% | — | -4,200 | -100.0% | Q3 2025 | Oct 27, 2025 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -2,390 | -100.0% | Q3 2025 | Oct 23, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,970 | -100.0% | Q3 2025 | Oct 07, 2025 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -1,934 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Truvestments Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,714 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,330 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Sachetta, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,075 | -100.0% | Q3 2025 | Oct 24, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -520 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -355 | -100.0% | Q3 2025 | Oct 29, 2025 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1 | 0 | — | 0.0% | — | -336 | -99.7% | Q4 2025 | Feb 09, 2026 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -310 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Orion Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GAMMA Investing LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Jan 05, 2026 |
| Private Wealth Asset Management, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Cape Investment Advisory, Inc. | History | Reduced | 15 | 0 | — | — | — | -1 | -6.25% | Q4 2025 | Feb 17, 2026 |
| American Wealth Advisors, LLC | History | Added to | 8 | 0 | — | — | — | +1 | 14.29% | Q4 2025 | Jan 26, 2026 |
| BLUELINE ADVISORS LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 10, 2026 |
| HighMark Wealth Management LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Global Wealth Strategies & Associates | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| Millstone Evans Group, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |