iSHARES TRUST - IWY
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 5,878,296 | 1,627,935 | 3.9% | 3.94% | 1 | -64,962 | -1.09% | Q4 2025 | Feb 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 4,754,627 | 1,316,746 | 4.62% | 4.84% | 2 | -39,165 | -0.82% | Q4 2025 | Feb 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 3,544,292 | 981,520 | 0.22% | 0.2% | 3 | +364,284 | 11.46% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 2,390,619 | 662,057 | 0.18% | 0.19% | 4 | +2,455 | 0.1% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,116,490 | 586,140 | 0.04% | 0.04% | 5 | +3,813 | 0.18% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 1,466,054 | 406,010 | 0.48% | 0.52% | 6 | +5,299 | 0.36% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 1,322,246 | 366,183 | 0.02% | 0.02% | 7 | +15,710 | 1.2% | Q4 2025 | Feb 13, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 4,550,074 | 260,097 | 5.43% | 5.45% | 8 | -27,157 | -0.59% | Q4 2025 | Feb 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 880,113 | 243,738 | 0.32% | 0.33% | 9 | -58,798 | -6.26% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 719,984 | 199,392 | 0.04% | 0.04% | 10 | +1,447 | 0.2% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Added to | 638,124 | 176,722 | 1.01% | 1.09% | 11 | +12,365 | 1.98% | Q4 2025 | Jan 26, 2026 |
| Boulay Financial Advisors, LLC | History | Added to | 589,152 | 163,159 | 19.18% | 21.98% | 12 | +16,947 | 2.96% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 540,221 | 149,725 | 0.22% | 0.21% | 13 | -30,259 | -5.3% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 520,232 | 144,073 | 0.04% | 0.04% | 14 | +24,233 | 4.89% | Q4 2025 | Feb 18, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 515,893 | 142,871 | 0.19% | 0.22% | 15 | -67,017 | -11.5% | Q4 2025 | Feb 02, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 505,011 | 139,857 | 2.62% | 2.58% | 16 | +3,895 | 0.78% | Q4 2025 | Feb 04, 2026 |
| Lido Advisors, LLC | History | Reduced | 459,007 | 127,064 | 0.38% | 0.41% | 17 | -13,594 | -2.88% | Q4 2025 | Feb 10, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 448,535 | 124,217 | 15.62% | 16.62% | 18 | +6,871 | 1.56% | Q4 2025 | Jan 15, 2026 |
| UBS Group AG | History | Reduced | 415,349 | 115,026 | 0.02% | 0.02% | 19 | -27,491 | -6.21% | Q4 2025 | Jan 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 403,944 | 111,868 | 0.03% | 0.1% | 20 | -923,284 | -69.56% | Q4 2025 | Feb 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 381,814 | 105,739 | 0.26% | 0.3% | 21 | -31,189 | -7.55% | Q4 2025 | Feb 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 374,599 | 103,741 | 2.43% | 2.48% | 22 | -688 | -0.18% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 358,026 | 99,151 | 0.11% | 0.13% | 23 | -59,081 | -14.16% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 349,767 | 96,865 | 0.26% | 0.27% | 24 | -11,290 | -3.13% | Q4 2025 | Feb 05, 2026 |
| SVB WEALTH LLC | History | Reduced | 302,455 | 83,761 | 4.94% | 4.74% | 25 | -19,541 | -6.07% | Q4 2025 | Feb 04, 2026 |
| First Citizens Asset Management, Inc. | History | Reduced | 293,986 | 81,416 | 28.47% | 28.94% | 26 | -2,553 | -0.86% | Q4 2025 | Feb 05, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 269,240 | 74,563 | 0.11% | 0.0% | 27 | +267,740 | 17849.33% | Q4 2025 | Feb 17, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 262,960 | 72,824 | 3.5% | 3.51% | 28 | +4,469 | 1.73% | Q4 2025 | Feb 04, 2026 |
| ROYAL BANK OF CANADA | History | New | 255,827 | 70,850 | 0.01% | — | 29 | +255,827 | New | Q4 2025 | Feb 17, 2026 |
| Portfolio Strategies, Inc. | History | Reduced | 253,178 | 70,114 | 8.12% | 8.28% | 30 | -7,198 | -2.76% | Q4 2025 | Jan 27, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 250,269 | 69,310 | 11.7% | 11.8% | 31 | -1,350 | -0.54% | Q4 2025 | Jan 20, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 248,596 | 68,846 | 9.84% | 10.14% | 32 | -18,699 | -7.0% | Q4 2025 | Jan 23, 2026 |
| Wharton Business Group, LLC | History | Added to | 201,169 | 55,712 | 2.12% | 2.36% | 33 | +3,775 | 1.91% | Q4 2025 | Feb 11, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 200,596 | 55,553 | 2.5% | 2.26% | 34 | +33,295 | 19.9% | Q4 2025 | Feb 17, 2026 |
| DAVENPORT & Co LLC | History | Added to | 184,766 | 51,169 | 0.27% | 0.25% | 35 | +12,499 | 7.26% | Q4 2025 | Jan 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 179,292 | 49,653 | 0.73% | 0.69% | 36 | +11,675 | 6.97% | Q4 2025 | Feb 09, 2026 |
| NewEdge Advisors, LLC | History | Added to | 165,710 | 45,891 | 0.17% | 0.19% | 37 | +11,795 | 7.66% | Q4 2025 | Feb 18, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 164,867 | 45,658 | 0.57% | 0.59% | 38 | +634 | 0.39% | Q4 2025 | Jan 29, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 161,053 | 44,602 | 0.67% | 0.74% | 39 | -10,572 | -6.16% | Q4 2025 | Jan 22, 2026 |
| Richard P Slaughter Associates Inc | History | Added to | 155,383 | 43,031 | 9.02% | 9.02% | 40 | +2,426 | 1.59% | Q4 2025 | Jan 12, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 154,568 | 42,806 | 13.23% | 10.43% | 41 | +92,214 | 147.89% | Q4 2025 | Feb 06, 2026 |
| Global Retirement Partners, LLC | History | Added to | 153,595 | 42,536 | 0.75% | 0.9% | 42 | +6,638 | 4.52% | Q4 2025 | Feb 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 144,381 | 39,988 | 0.02% | 0.02% | 43 | +28,546 | 24.64% | Q4 2025 | Feb 17, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 139,155 | 38,560 | 3.04% | 2.73% | 44 | +18,153 | 15.0% | Q4 2025 | Feb 17, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 136,475 | 37,795 | 3.0% | 2.91% | 45 | +9,226 | 7.25% | Q4 2025 | Feb 04, 2026 |
| ProVise Management Group, LLC | History | Reduced | 128,760 | 35,658 | 2.54% | 2.63% | 46 | -1,874 | -1.43% | Q4 2025 | Jan 29, 2026 |
| Proficio Capital Partners LLC | History | New | 118,686 | 32,868 | 2.31% | — | 47 | +118,686 | New | Q4 2025 | Feb 12, 2026 |
| Compton Wealth Advisory Group, LLC | History | Reduced | 118,232 | 32,743 | 7.16% | 7.58% | 48 | -1,448 | -1.21% | Q4 2025 | Jan 13, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 117,114 | 32,433 | 7.62% | 7.89% | 49 | +164 | 0.14% | Q4 2025 | Jan 16, 2026 |
| Waverly Advisors, LLC | History | Reduced | 111,746 | 30,946 | 0.25% | 0.31% | 50 | -786 | -0.7% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 111,442 | 30,863 | 0.02% | 0.02% | 51 | +2,022 | 1.85% | Q4 2025 | Feb 10, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Added to | 109,752 | 30,394 | 11.98% | 8.09% | 52 | +5,906 | 5.69% | Q4 2025 | Feb 11, 2026 |
| Sterling Capital Management LLC | History | Reduced | 109,678 | 30,374 | 0.49% | 0.54% | 53 | -25,328 | -18.76% | Q4 2025 | Feb 13, 2026 |
| LifeWealth Investments, LLC | History | Added to | 109,527 | 30,332 | 9.61% | 9.07% | 54 | +8,893 | 8.84% | Q4 2025 | Jan 26, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 102,590 | 28,411 | 0.35% | 0.37% | 55 | -1,717 | -1.65% | Q4 2025 | Jan 26, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 101,938 | 28,230 | 0.0% | 0.0% | 56 | +43,345 | 73.98% | Q4 2025 | Mar 25, 2026 |
| Brookstone Capital Management | History | Added to | 100,907 | 27,945 | 0.32% | 0.32% | 57 | +3,389 | 3.48% | Q4 2025 | Jan 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 97,164 | 26,908 | 0.03% | 0.03% | 58 | -9,937 | -9.28% | Q4 2025 | Feb 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 94,466 | 26,161 | 0.11% | 0.12% | 59 | +1,525 | 1.64% | Q4 2025 | Feb 13, 2026 |
| M&T BANK CORP | History | Reduced | 88,453 | 24,496 | 0.08% | 0.09% | 60 | -10,381 | -10.5% | Q4 2025 | Jan 30, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 87,959 | 24,359 | 1.96% | 2.05% | 61 | +2,000 | 2.33% | Q4 2025 | Feb 12, 2026 |
| Merit Financial Group, LLC | History | Added to | 84,883 | 23,507 | 0.19% | 0.21% | 62 | +833 | 0.99% | Q4 2025 | Jan 26, 2026 |
| One Capital Management, LLC | History | Added to | 84,343 | 23,358 | 0.71% | 0.44% | 63 | +33,555 | 66.07% | Q4 2025 | Feb 10, 2026 |
| Fischer Financial Services, Inc. | History | Added to | 83,624 | 23,158 | 6.13% | 6.14% | 64 | +342 | 0.41% | Q4 2025 | Feb 06, 2026 |
| Forum Private Client Group LLC | History | Reduced | 83,505 | 23,125 | 7.88% | 8.18% | 65 | -440 | -0.52% | Q4 2025 | Feb 06, 2026 |
| Investors Research Corp | History | Added to | 82,197 | 22,763 | 4.17% | 4.08% | 66 | +1,654 | 2.05% | Q4 2025 | Jan 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 79,784 | 22,156 | 0.04% | 0.04% | 67 | -760 | -0.94% | Q4 2025 | Feb 05, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 78,664 | 21,785 | 0.43% | 0.45% | 68 | +48 | 0.06% | Q4 2025 | Jan 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 77,312 | 21,410 | 0.0% | 0.0% | 69 | +6,113 | 8.59% | Q4 2025 | Feb 11, 2026 |
| Arkadios Wealth Advisors | History | Added to | 76,311 | 21,133 | 0.41% | 0.04% | 70 | +70,712 | 1262.94% | Q4 2025 | Feb 13, 2026 |
| Hidden Cove Wealth Management, LLC | History | Reduced | 75,940 | 21,030 | 13.61% | 14.38% | 71 | -3,582 | -4.5% | Q4 2025 | Feb 02, 2026 |
| BUSH INVESTMENT GROUP, LLC | History | Added to | 74,112 | 20,524 | 11.48% | 12.01% | 72 | +50 | 0.07% | Q4 2025 | Mar 05, 2026 |
| Perfromance Wealth Partners, LLC | History | Added to | 70,950 | 19,648 | 0.53% | 0.5% | 73 | +5,623 | 8.61% | Q4 2025 | Jan 21, 2026 |
| RTD Financial Advisors, Inc. | History | New | 70,494 | 19,522 | 2.38% | — | 74 | +70,494 | New | Q4 2025 | Jan 27, 2026 |
| JSF Financial, LLC | History | Reduced | 69,692 | 19,300 | 4.0% | 4.41% | 75 | -2,948 | -4.06% | Q4 2025 | Feb 04, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 67,305 | 18,639 | 0.29% | 0.49% | 76 | -41,781 | -38.3% | Q4 2025 | Feb 12, 2026 |
| Family Capital Management, Inc. | History | Added to | 64,954 | 17,988 | 7.99% | 8.3% | 77 | +1,439 | 2.27% | Q4 2025 | Jan 27, 2026 |
| Equitable Holdings, Inc. | History | Added to | 63,752 | 17,655 | 0.12% | 0.12% | 78 | +6,157 | 10.69% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 62,861 | 17,408 | 0.2% | 0.15% | 79 | +15,612 | 33.04% | Q4 2025 | Jan 20, 2026 |
| Auxano Advisors, LLC | History | Added to | 62,225 | 17,232 | 3.4% | 3.52% | 80 | +1,799 | 2.98% | Q4 2025 | Feb 06, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 62,200 | 17,225 | 6.22% | 6.42% | 81 | -319 | -0.51% | Q4 2025 | Feb 05, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 60,690 | 16,807 | 1.0% | 1.03% | 82 | -105 | -0.17% | Q4 2025 | Feb 10, 2026 |
| Certified Advisory Corp | History | Added to | 60,455 | 16,742 | 1.53% | 1.55% | 83 | +673 | 1.13% | Q4 2025 | Jan 12, 2026 |
| Simplicity Wealth,LLC | History | Added to | 59,580 | 16,500 | 0.98% | 0.87% | 84 | +4,696 | 8.56% | Q4 2025 | Jan 30, 2026 |
| Argent Trust Co | History | Added to | 58,208 | 16,120 | 0.55% | 0.42% | 85 | +14,996 | 34.7% | Q4 2025 | Feb 10, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 57,523 | 15,935 | 2.4% | 2.43% | 86 | -650 | -1.12% | Q4 2025 | Jan 27, 2026 |
| Sculati Wealth Management, LLC | History | Added to | 55,167 | 15,277 | 5.39% | 4.93% | 87 | +4,114 | 8.06% | Q4 2025 | Feb 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 54,281 | 15,032 | 0.09% | — | 88 | +54,281 | New | Q4 2025 | Feb 17, 2026 |
| Equity Wealth Partners, LLC | History | Added to | 52,948 | 14,663 | 9.51% | 6.79% | 89 | +22,372 | 73.17% | Q4 2025 | Jan 26, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 52,019 | 14,406 | 0.01% | 0.01% | 90 | +15,412 | 42.1% | Q4 2025 | Feb 12, 2026 |
| Cosner Financial Group, LLC | History | Added to | 51,234 | 14,188 | 7.24% | 0.63% | 91 | +488 | 0.96% | Q4 2025 | Jan 30, 2026 |
| Family Manage LLC | History | Reduced | 50,307 | 13,932 | 1.76% | 1.91% | 92 | -490 | -0.96% | Q4 2025 | Feb 17, 2026 |
| McAdam, LLC | History | Reduced | 49,398 | 13,680 | 0.63% | 0.69% | 93 | -1,583 | -3.11% | Q4 2025 | Feb 13, 2026 |
| Atwater Malick LLC | History | Added to | 48,958 | 13,558 | 3.74% | 3.04% | 94 | +10,688 | 27.93% | Q4 2025 | Jan 23, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 48,212 | 13,351 | 0.16% | 0.16% | 95 | +1,344 | 2.87% | Q4 2025 | Jan 21, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 47,942 | 13,276 | 2.46% | 2.45% | 96 | +2,755 | 6.1% | Q4 2025 | Feb 13, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Reduced | 42,143 | 11,671 | 3.35% | 3.55% | 97 | -917 | -2.13% | Q4 2025 | Jan 27, 2026 |
| Seros Financial, LLC | History | Added to | 41,706 | 11,549 | 6.77% | 5.84% | 98 | +6,443 | 18.27% | Q4 2025 | Feb 06, 2026 |
| Bluesphere Advisors LLC | History | Reduced | 41,418 | 11,470 | 5.07% | 5.37% | 99 | -1,402 | -3.27% | Q4 2025 | Jan 21, 2026 |
| Crumly & Associates Inc. | History | Reduced | 41,131 | 11,390 | 2.39% | 2.47% | 100 | -71 | -0.17% | Q4 2025 | Jan 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 40,294 | 11,159 | 0.73% | 0.77% | 101 | -1,047 | -2.53% | Q4 2025 | Jan 23, 2026 |
| Private Advisor Group, LLC | History | Reduced | 40,270 | 11,152 | 0.05% | 0.06% | 102 | -1,851 | -4.39% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 39,453 | 10,942 | 0.01% | 0.02% | 103 | -606 | -1.51% | Q4 2025 | Jan 08, 2026 |
| Bond & Devick Financial Network, Inc. | History | Reduced | 39,266 | 10,874 | 3.06% | 3.23% | 104 | -35 | -0.09% | Q4 2025 | Jan 14, 2026 |
| 626 Financial, LLC | History | Added to | 38,657 | 10,705 | 4.6% | 4.54% | 105 | +872 | 2.31% | Q4 2025 | Feb 05, 2026 |
| CGC Financial Services, LLC | History | Added to | 38,347 | 10,619 | 2.84% | 2.8% | 106 | +1,197 | 3.22% | Q4 2025 | Feb 03, 2026 |
| Meridian Financial Partners LLC | History | Added to | 38,490 | 10,375 | 4.1% | 4.37% | 107 | +619 | 1.63% | Q4 2025 | Feb 05, 2026 |
| Baird Financial Group, Inc. | History | Added to | 37,457 | 10,373 | 0.02% | 0.02% | 108 | +3,326 | 9.74% | Q4 2025 | Feb 13, 2026 |
| Ameliora Wealth Management Ltd. | History | Added to | 37,364 | 10,347 | 3.15% | 3.1% | 109 | +3,297 | 9.68% | Q4 2025 | Jan 21, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 37,126 | 10,281 | 1.19% | 1.22% | 110 | -91 | -0.24% | Q4 2025 | Feb 10, 2026 |
| YANKCOM Partnership | History | Added to | 32,835 | 9,091 | 3.87% | 3.95% | 111 | +804 | 2.51% | Q4 2025 | Jan 20, 2026 |
| Burns Matteson Capital Management, LLC | History | Reduced | 32,100 | 8,889 | 3.12% | 3.5% | 112 | -267 | -0.82% | Q4 2025 | Jan 15, 2026 |
| Processus Wealth & Capital Management, LLC | History | Added to | 31,762 | 8,796 | 5.8% | 6.04% | 113 | +958 | 3.11% | Q4 2025 | Jan 07, 2026 |
| CWM, LLC | History | Added to | 31,749 | 8,792 | 0.02% | 0.01% | 114 | +21,710 | 216.26% | Q4 2025 | Jan 26, 2026 |
| MATTERS CAPITAL LLC | History | New | 31,682 | 8,774 | 7.18% | — | 115 | +31,682 | New | Q4 2025 | Feb 17, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 31,492 | 8,721 | 0.15% | 0.12% | 116 | +10,068 | 46.99% | Q4 2025 | Feb 19, 2026 |
| IFP Advisors, Inc | History | Added to | 31,432 | 8,704 | 0.2% | 0.21% | 117 | +2,476 | 8.55% | Q4 2025 | Feb 06, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 31,269 | 8,659 | 0.23% | 0.25% | 118 | -769 | -2.4% | Q4 2025 | Feb 13, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 31,186 | 8,636 | 0.87% | 0.88% | 119 | -363 | -1.15% | Q4 2025 | Jan 26, 2026 |
| Elevation Capital Advisory, LLC | History | Reduced | 31,055 | 8,600 | 3.51% | 5.68% | 120 | -20,948 | -40.28% | Q4 2025 | Jan 26, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 30,355 | 8,406 | 0.65% | 0.58% | 121 | +3,732 | 14.02% | Q4 2025 | Feb 13, 2026 |
| Oak Harvest Investment Services | History | Added to | 30,254 | 8,378 | 0.91% | 0.89% | 122 | +2,341 | 8.39% | Q4 2025 | Jan 27, 2026 |
| Veridan Wealth LLC | History | Reduced | 29,859 | 8,269 | 2.78% | 2.82% | 123 | -51 | -0.17% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 29,645 | 8,210 | 0.0% | 0.0% | 124 | +505 | 1.73% | Q4 2025 | Feb 17, 2026 |
| REDSTONE WEALTH MANAGEMENT, LLC | History | New | 29,546 | 8,182 | 6.46% | — | 125 | +29,546 | New | Q4 2025 | Feb 09, 2026 |
| Mueller Wealth, LLC | History | New | 29,478 | 8,163 | 6.76% | — | 126 | +29,478 | New | Q4 2025 | Feb 10, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 29,241 | 8,097 | 0.61% | 0.7% | 127 | -1,620 | -5.25% | Q4 2025 | Jan 07, 2026 |
| Sunrise Financial Services, LLC | History | New | 28,685 | 7,943 | 5.99% | — | 128 | +28,685 | New | Q4 2025 | Feb 11, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 28,318 | 7,854 | 0.32% | 0.25% | 129 | +6,929 | 32.4% | Q4 2025 | Jan 09, 2026 |
| Stratos Investment Management, LLC | History | Added to | 28,223 | 7,816 | 0.31% | 0.1% | 130 | +19,694 | 230.91% | Q4 2025 | Jan 20, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 27,319 | 7,565 | 0.04% | 0.03% | 131 | +5,383 | 24.54% | Q4 2025 | Jan 29, 2026 |
| Key Capital Management, INC | History | New | 27,079 | 7,499 | 7.43% | — | 132 | +27,079 | New | Q4 2025 | Jan 26, 2026 |
| FORONJY FINANCIAL LLC | History | Reduced | 26,849 | 7,435 | 3.1% | 3.48% | 133 | -2,216 | -7.62% | Q4 2025 | Feb 03, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 26,845 | 7,434 | 0.01% | 0.01% | 134 | -223 | -0.82% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 26,734 | 7,403 | 0.01% | 0.01% | 135 | +13,378 | 100.16% | Q4 2025 | Mar 16, 2026 |
| Providence Financial Advisors, LLC | History | Reduced | 24,668 | 6,831 | 6.81% | 6.68% | 136 | -919 | -3.59% | Q4 2025 | Feb 10, 2026 |
| Fiduciary Group, LLC | History | Added to | 24,437 | 6,767 | 0.57% | 0.55% | 137 | +1,343 | 5.82% | Q4 2025 | Feb 12, 2026 |
| Concorde Asset Management, LLC | History | Added to | 24,414 | 6,761 | 2.7% | 2.72% | 138 | +768 | 3.25% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 24,287 | 6,726 | 0.02% | 0.01% | 139 | +1,232 | 5.34% | Q4 2025 | Feb 11, 2026 |
| Empire Life Investments Inc. | History | Added to | 23,920 | 6,624 | 0.37% | 0.35% | 140 | +2,200 | 10.13% | Q4 2025 | Feb 04, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 23,107 | 6,399 | 0.11% | 0.13% | 141 | -397 | -1.69% | Q4 2025 | Jan 16, 2026 |
| Financial Partners Group, Inc | History | Reduced | 23,366 | 6,362 | 0.74% | 0.8% | 142 | -57 | -0.24% | Q4 2025 | Feb 03, 2026 |
| Symphony Financial Services, Inc. | History | Added to | 22,894 | 6,340 | 3.25% | 3.34% | 143 | +243 | 1.07% | Q4 2025 | Feb 12, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 22,834 | 6,323 | 0.59% | 0.76% | 144 | -4,043 | -15.04% | Q4 2025 | Feb 03, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 22,732 | 6,295 | 0.0% | 0.0% | 145 | +4,118 | 22.12% | Q4 2025 | Feb 17, 2026 |
| Bouvel Investment Partners, LLC | History | Reduced | 22,540 | 6,242 | 1.8% | 1.91% | 146 | -252 | -1.11% | Q4 2025 | Jan 23, 2026 |
| RFG Advisory, LLC | History | New | 22,283 | 6,170 | 0.12% | — | 147 | +22,283 | New | Q4 2025 | Feb 03, 2026 |
| Waldron Private Wealth LLC | History | Added to | 22,161 | 6,137 | 0.24% | 0.24% | 148 | +660 | 3.07% | Q4 2025 | Jan 14, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 21,886 | 6,061 | 0.15% | 0.18% | 149 | -4,003 | -15.46% | Q4 2025 | Jan 28, 2026 |
| Betterment LLC | History | Reduced | 21,861 | 6,054 | 0.01% | 0.01% | 150 | -729 | -3.23% | Q4 2025 | Feb 12, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 21,303 | 5,899 | 0.88% | 0.25% | 151 | +17,160 | 414.19% | Q4 2025 | Feb 03, 2026 |
| STEPHENS INC /AR/ | History | Added to | 21,249 | 5,884 | 0.07% | 0.07% | 152 | +1,243 | 6.21% | Q4 2025 | Feb 05, 2026 |
| Berger Financial Group, Inc | History | Reduced | 21,219 | 5,876 | 0.34% | 0.36% | 153 | -500 | -2.3% | Q4 2025 | Jan 27, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 21,199 | 5,870 | 1.42% | 1.54% | 154 | -1,382 | -6.12% | Q4 2025 | Feb 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 21,055 | 5,831 | 0.12% | 0.14% | 155 | -1,027 | -4.65% | Q4 2025 | Feb 09, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 20,786 | 5,797 | 0.39% | 0.05% | 156 | +18,344 | 751.19% | Q4 2025 | Jan 15, 2026 |
| Future Financial Wealth Managment LLC | History | Added to | 21,633 | 5,782 | 3.89% | 3.34% | 157 | +2,239 | 11.54% | Q4 2025 | Jan 21, 2026 |
| VestGen Advisors, LLC | History | Reduced | 20,546 | 5,690 | 0.24% | 0.52% | 158 | -36,451 | -63.95% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Added to | 20,329 | 5,629 | 0.01% | 0.01% | 159 | +146 | 0.72% | Q4 2025 | Jan 30, 2026 |
| WJ Wealth Management, LLC | History | Reduced | 20,302 | 5,622 | 2.46% | 2.54% | 160 | -21 | -0.1% | Q4 2025 | Feb 05, 2026 |
| PCM Encore, LLC | History | New | 20,050 | 5,552 | 1.18% | — | 161 | +20,050 | New | Q4 2025 | Feb 13, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 20,002 | 5,539 | 0.1% | 0.07% | 162 | +660 | 3.41% | Q4 2025 | Feb 17, 2026 |
| Mezzasalma Advisors, LLC | History | Added to | 29,641 | 5,521 | 1.33% | 1.42% | 163 | +9,421 | 46.59% | Q4 2025 | Jan 21, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 19,834 | 5,492 | 0.58% | 1.18% | 164 | -19,872 | -50.05% | Q4 2025 | Feb 18, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | No change | 19,467 | 5,391 | 0.63% | 0.64% | 165 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Kovack Advisors, Inc. | History | New | 19,180 | 5,311 | 0.25% | — | 166 | +19,180 | New | Q4 2025 | Feb 17, 2026 |
| GRANVILLE CAPITAL, INC. | History | New | 18,651 | 5,165 | 2.74% | — | 167 | +18,651 | New | Q4 2025 | Feb 13, 2026 |
| World Investment Advisors | History | Reduced | 18,508 | 5,125 | 0.08% | 0.2% | 168 | -16,913 | -47.75% | Q4 2025 | Mar 12, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 18,440 | 5,106 | 3.5% | 3.61% | 169 | -310 | -1.65% | Q4 2025 | Jan 14, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 18,289 | 5,064 | 0.37% | 0.41% | 170 | -820 | -4.29% | Q4 2025 | Feb 09, 2026 |
| Passumpsic Savings Bank | History | New | 18,263 | 5,057 | 2.77% | — | 171 | +18,263 | New | Q4 2025 | Feb 05, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 18,094 | 5,010 | 0.01% | 0.01% | 172 | -59 | -0.33% | Q4 2025 | Feb 12, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 17,947 | 4,970 | 0.07% | 0.07% | 173 | +911 | 5.35% | Q4 2025 | Feb 09, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 17,690 | 4,899 | 1.74% | 1.67% | 174 | -25 | -0.14% | Q4 2025 | Jan 30, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 17,682 | 4,896 | 1.64% | 1.55% | 175 | -867 | -4.67% | Q4 2025 | Jan 13, 2026 |
| FWG Investments, LLC. | History | Added to | 17,549 | 4,860 | 3.1% | 3.22% | 176 | +392 | 2.28% | Q4 2025 | Jan 28, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 17,399 | 4,818 | 0.26% | 0.31% | 177 | -3,108 | -15.16% | Q4 2025 | Jan 07, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 16,961 | 4,697 | 0.03% | 0.26% | 178 | -107,387 | -86.36% | Q4 2025 | Feb 12, 2026 |
| Summit Financial, LLC | History | Reduced | 16,568 | 4,588 | 0.07% | 0.07% | 179 | -935 | -5.34% | Q4 2025 | Feb 13, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 16,406 | 4,543 | 0.14% | 0.15% | 180 | -390 | -2.32% | Q4 2025 | Jan 06, 2026 |
| NWAM LLC | History | Added to | 16,227 | 4,463 | 0.25% | 0.21% | 181 | +2,001 | 14.07% | Q4 2025 | Feb 04, 2026 |
| BROWN ADVISORY INC | History | Added to | 15,752 | 4,362 | 0.01% | 0.0% | 182 | +15,000 | 1994.68% | Q4 2025 | Feb 13, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 15,708 | 4,350 | 0.01% | 0.01% | 183 | -1,906 | -10.82% | Q4 2025 | Feb 13, 2026 |
| Financial Freedom, LLC | History | Reduced | 14,785 | 4,094 | 2.03% | 2.28% | 184 | -1,943 | -11.62% | Q4 2025 | Feb 17, 2026 |
| Sovran Advisors, LLC | History | Reduced | 14,799 | 4,059 | 0.34% | 0.39% | 185 | -720 | -4.64% | Q4 2025 | Jan 20, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 14,318 | 3,965 | 0.0% | 0.0% | 186 | +45 | 0.32% | Q4 2025 | Feb 02, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 14,021 | 3,882 | 0.08% | 0.1% | 187 | -1,039 | -6.9% | Q4 2025 | Feb 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 13,931 | 3,857 | 0.0% | 0.0% | 188 | -284 | -2.0% | Q4 2025 | Feb 06, 2026 |
| Stokes Capital Advisors, LLC | History | Reduced | 13,516 | 3,743 | 0.85% | 0.86% | 189 | -19 | -0.14% | Q4 2025 | Jan 12, 2026 |
| OxenFree Capital LLC | History | Added to | 13,489 | 3,735 | 1.96% | 1.74% | 190 | +2,067 | 18.1% | Q4 2025 | Jan 15, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Reduced | 13,309 | 3,685 | 0.59% | 0.66% | 191 | -1,023 | -7.14% | Q4 2025 | Feb 04, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 13,231 | 3,664 | 0.13% | 0.19% | 192 | -5,070 | -27.7% | Q4 2025 | Jan 27, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 13,231 | 3,664 | 0.54% | 0.6% | 193 | -609 | -4.4% | Q4 2025 | Jan 27, 2026 |
| Visionary Wealth Advisors | History | Reduced | 13,201 | 3,655 | 0.16% | 0.17% | 194 | -221 | -1.65% | Q4 2025 | Feb 13, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Added to | 13,128 | 3,635 | 0.92% | 0.95% | 195 | +106 | 0.81% | Q4 2025 | Jan 23, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 13,109 | 3,630 | 1.14% | 2.43% | 196 | -23,964 | -64.64% | Q4 2025 | Feb 02, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Reduced | 12,923 | 3,579 | 0.97% | 1.14% | 197 | -515 | -3.83% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 12,791 | 3,542 | 0.04% | 0.05% | 198 | +1,090 | 9.32% | Q4 2025 | Jan 23, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 12,758 | 3,533 | 0.37% | 0.4% | 199 | -476 | -3.6% | Q4 2025 | Feb 13, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 12,683 | 3,512 | 3.14% | 3.07% | 200 | +522 | 4.29% | Q4 2025 | Jan 29, 2026 |
| COMERICA BANK | History | Reduced | 12,666 | 3,507 | 0.01% | 0.02% | 201 | -2,172 | -14.64% | Q4 2025 | Jan 29, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 12,475 | 3,454 | 0.05% | 0.05% | 202 | +613 | 5.17% | Q4 2025 | Feb 10, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 12,455 | 3,449 | 0.08% | 0.14% | 203 | -6,749 | -35.14% | Q4 2025 | Jan 29, 2026 |
| Focus Partners Wealth | History | Added to | 12,468 | 3,445 | 0.0% | 0.0% | 204 | +3,005 | 31.76% | Q4 2025 | Feb 13, 2026 |
| Benchmark Financial, LLC | History | New | 12,010 | 3,325 | 3.31% | — | 205 | +12,010 | New | Q4 2025 | Jan 27, 2026 |
| Valued Retirements, Inc. | History | Added to | 11,945 | 3,308 | 3.23% | 2.99% | 206 | +1,189 | 11.05% | Q4 2025 | Feb 09, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 11,826 | 3,275 | 0.01% | 0.01% | 207 | -2,372 | -16.71% | Q4 2025 | Feb 17, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 11,604 | 3,213 | 0.26% | 0.3% | 208 | -357 | -2.98% | Q4 2025 | Jan 13, 2026 |
| Creative Planning | History | Reduced | 11,596 | 3,211 | 0.0% | 0.0% | 209 | -269 | -2.27% | Q4 2025 | Feb 17, 2026 |
| Curi Capital, LLC | History | No change | 11,592 | 3,210 | 0.06% | 0.06% | 210 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Reduced | 11,360 | 3,145 | 0.04% | 0.05% | 211 | -110 | -0.96% | Q4 2025 | Feb 17, 2026 |
| Keel Point, LLC | History | Reduced | 11,256 | 3,117 | 0.19% | 0.19% | 212 | -31 | -0.27% | Q4 2025 | Feb 12, 2026 |
| GLENMEDE TRUST CO NA | History | New | 10,523 | 2,914 | 0.01% | — | 213 | +10,523 | New | Q4 2025 | Feb 17, 2026 |
| Focus Financial Network, Inc. | History | Added to | 10,502 | 2,908 | 0.1% | 0.1% | 214 | +432 | 4.29% | Q4 2025 | Jan 12, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 10,496 | 2,906 | 0.14% | 0.13% | 215 | +249 | 2.43% | Q4 2025 | Jan 20, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 10,369 | 2,871 | 0.06% | 0.06% | 216 | +291 | 2.89% | Q4 2025 | Feb 12, 2026 |
| Vantus Wealth LLC | History | New | 10,260 | 2,841 | 2.09% | — | 217 | +10,260 | New | Q4 2025 | Feb 10, 2026 |
| Spire Wealth Management | History | Added to | 10,125 | 2,803 | 0.09% | 0.07% | 218 | +2,255 | 28.65% | Q4 2025 | Jan 14, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 10,058 | 2,785 | 0.32% | 0.17% | 219 | +6,494 | 182.21% | Q4 2025 | Feb 13, 2026 |
| Cresset Asset Management, LLC | History | Added to | 10,039 | 2,780 | 0.01% | 0.01% | 220 | +442 | 4.61% | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 9,962 | 2,758 | 0.15% | 0.15% | 221 | +415 | 4.35% | Q4 2025 | Jan 20, 2026 |
| &PARTNERS | History | Added to | 9,906 | 2,743 | 0.01% | 0.02% | 222 | +200 | 2.06% | Q4 2025 | Feb 17, 2026 |
| Whelan Financial | History | Reduced | 9,759 | 2,702 | 0.84% | 0.85% | 223 | -47 | -0.48% | Q4 2025 | Feb 02, 2026 |
| DOVER ADVISORS, LLC | History | Added to | 9,556 | 2,646 | 1.03% | 1.02% | 224 | +217 | 2.32% | Q4 2025 | Feb 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 9,514 | 2,634 | 0.02% | 0.02% | 225 | -555 | -5.51% | Q4 2025 | Feb 09, 2026 |
| Independent Advisor Alliance | History | Added to | 9,476 | 2,624 | 0.06% | 0.07% | 226 | +329 | 3.6% | Q4 2025 | Feb 04, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 9,426 | 2,610 | 0.16% | 0.08% | 227 | +4,471 | 90.23% | Q4 2025 | Jan 20, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 9,232 | 2,556 | 0.07% | 0.08% | 228 | -292 | -3.07% | Q4 2025 | Feb 05, 2026 |
| Mutual Advisors, LLC | History | Added to | 9,204 | 2,548 | 0.05% | 0.05% | 229 | +378 | 4.28% | Q4 2025 | Feb 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 9,159 | 2,536 | 0.01% | 0.01% | 230 | -311 | -3.28% | Q4 2025 | Feb 12, 2026 |
| Bawa N Mallick Trust | History | Added to | 9,008 | 2,494 | 0.93% | 0.93% | 231 | +1 | 0.01% | Q4 2025 | Mar 12, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 8,980 | 2,486 | 0.14% | 0.18% | 232 | -1,548 | -14.7% | Q4 2025 | Feb 04, 2026 |
| SCS Capital Management LLC | History | No change | 8,950 | 2,478 | 0.03% | 0.03% | 233 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Inscription Capital, LLC | History | Added to | 8,936 | 2,474 | 0.25% | 0.23% | 234 | +1,077 | 13.7% | Q4 2025 | Jan 29, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 8,630 | 2,389 | 0.21% | 0.18% | 235 | +1,081 | 14.32% | Q4 2025 | Jan 26, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 8,621 | 2,387 | 0.08% | 0.08% | 236 | -168 | -1.91% | Q4 2025 | Feb 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 8,558 | 2,370 | 0.02% | 0.02% | 237 | +1,009 | 13.37% | Q4 2025 | Feb 13, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 8,487 | 2,350 | 0.06% | 0.06% | 238 | -865 | -9.25% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 8,442 | 2,338 | 0.02% | — | 239 | +8,442 | New | Q4 2025 | Feb 18, 2026 |
| Post Resch Tallon Group Inc. | History | Added to | 8,353 | 2,313 | 1.95% | 2.02% | 240 | +12 | 0.14% | Q4 2025 | Jan 09, 2026 |
| Western Wealth Management, LLC | History | Added to | 8,238 | 2,281 | 0.11% | 0.11% | 241 | +284 | 3.57% | Q4 2025 | Feb 05, 2026 |
| Arcadia Wealth Management, LLC | History | Reduced | 8,173 | 2,263 | 0.84% | 0.92% | 242 | -264 | -3.13% | Q4 2025 | Feb 03, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 8,168 | 2,262 | 0.09% | 0.1% | 243 | -533 | -6.13% | Q4 2025 | Feb 09, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | Added to | 8,159 | 2,259 | 1.6% | 1.89% | 244 | +24 | 0.3% | Q4 2025 | Feb 04, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | New | 8,099 | 2,242 | 1.6% | — | 245 | +8,099 | New | Q4 2025 | Feb 13, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Added to | 8,007 | 2,217 | 1.41% | 1.26% | 246 | +928 | 13.11% | Q4 2025 | Feb 05, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 7,761 | 2,149 | 0.37% | 0.41% | 247 | -331 | -4.09% | Q4 2025 | Jan 07, 2026 |
| Midwest Trust Co | History | Added to | 7,583 | 2,100 | 0.03% | 0.03% | 248 | +67 | 0.89% | Q4 2025 | Feb 04, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 7,496 | 2,075 | 0.15% | 0.18% | 249 | -785 | -9.48% | Q4 2025 | Jan 16, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 7,424 | 2,056 | 0.05% | 0.08% | 250 | -4,589 | -38.2% | Q4 2025 | Feb 13, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 7,372 | 2,041 | 0.07% | 0.09% | 251 | -41 | -0.55% | Q4 2025 | Jan 20, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Added to | 7,352 | 2,036 | 0.58% | 0.62% | 252 | +20 | 0.27% | Q4 2025 | Feb 11, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 7,272 | 2,013 | 0.25% | 0.26% | 253 | +66 | 0.92% | Q4 2025 | Feb 13, 2026 |
| Leo Wealth, LLC | History | New | 7,174 | 1,986 | 0.14% | — | 254 | +7,174 | New | Q4 2025 | Jan 21, 2026 |
| Tactive Advisors, LLC | History | Added to | 7,164 | 1,983 | 0.58% | 0.53% | 255 | +367 | 5.4% | Q4 2025 | Jan 09, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 7,043 | 1,950 | 0.07% | 0.07% | 256 | -17 | -0.24% | Q4 2025 | Feb 04, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 6,990 | 1,935 | 0.11% | 0.11% | 257 | -621 | -8.16% | Q4 2025 | Feb 17, 2026 |
| Mason & Associates, LLC | History | Reduced | 6,983 | 1,933 | 0.44% | 0.46% | 258 | -446 | -6.0% | Q4 2025 | Jan 21, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 6,982 | 1,931 | 0.3% | 0.33% | 259 | -356 | -4.85% | Q4 2025 | Feb 02, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 6,935 | 1,920 | 0.95% | 0.97% | 260 | +521 | 8.12% | Q4 2025 | Jan 26, 2026 |
| Ciovacco Capital Management LLC | History | Added to | 6,916 | 1,915 | 0.96% | 0.95% | 261 | +22 | 0.32% | Q4 2025 | Feb 09, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 6,870 | 1,902 | 0.23% | 0.24% | 262 | -7 | -0.1% | Q4 2025 | Jan 13, 2026 |
| Centennial Advisors, LLC | History | New | 6,805 | 1,884 | 2.45% | — | 263 | +6,805 | New | Q4 2025 | Jan 22, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 6,734 | 1,878 | 0.18% | 0.19% | 264 | +99 | 1.49% | Q4 2025 | Feb 17, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 6,735 | 1,865 | 0.07% | 0.04% | 265 | +2,761 | 69.48% | Q4 2025 | Jan 15, 2026 |
| Wick Capital Partners, LLC | History | Reduced | 6,677 | 1,849 | 0.33% | 0.44% | 266 | -6 | -0.09% | Q4 2025 | Mar 02, 2026 |
| MAI Capital Management | History | Added to | 6,661 | 1,844 | 0.01% | 0.01% | 267 | +3,648 | 121.08% | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 6,497 | 1,799 | 0.06% | 0.07% | 268 | -487 | -6.97% | Q4 2025 | Feb 17, 2026 |
| Vantage Financial Partners, LLC | History | Reduced | 6,336 | 1,754 | 0.36% | 0.37% | 269 | -162 | -2.49% | Q4 2025 | Feb 03, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 6,312 | 1,748 | 0.0% | 0.01% | 270 | -19,016 | -75.08% | Q4 2025 | Feb 17, 2026 |
| WBH ADVISORY INC | History | Added to | 6,218 | 1,721 | 0.13% | 0.13% | 271 | +44 | 0.71% | Q4 2025 | Jan 26, 2026 |
| Caprock Group, LLC | History | Reduced | 6,125 | 1,696 | 0.04% | 0.07% | 272 | -5,173 | -45.79% | Q4 2025 | Jan 28, 2026 |
| FLP Wealth Management, LLC | History | Added to | 27,971 | 1,666 | 3.93% | 4.16% | 273 | +22,575 | 418.37% | Q4 2025 | Jan 20, 2026 |
| Wilian Securities, LLC | History | New | 5,963 | 1,651 | 1.78% | — | 275 | +5,963 | New | Q4 2025 | Feb 06, 2026 |
| Gradient Investments LLC | History | Added to | 5,962 | 1,651 | 0.03% | 0.02% | 274 | +1,710 | 40.22% | Q4 2025 | Jan 08, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 5,420 | 1,501 | 0.01% | 0.01% | 276 | +137 | 2.59% | Q4 2025 | Feb 03, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 5,358 | 1,483 | 0.0% | 0.0% | 277 | -287 | -5.08% | Q4 2025 | Feb 11, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 5,330 | 1,476 | 0.0% | 0.0% | 278 | -290 | -5.16% | Q4 2025 | Feb 02, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 5,271 | 1,459 | 0.37% | 0.37% | 279 | +4 | 0.08% | Q4 2025 | Jan 07, 2026 |
| Legacy Edge Advisors, LLC | History | New | 5,250 | 1,453 | 0.16% | — | 280 | +5,250 | New | Q4 2025 | Feb 02, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 5,221 | 1,445 | 0.08% | 0.08% | 281 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Fortitude Family Office, LLC | History | No change | 5,220 | 1,445 | 0.34% | 0.38% | 282 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 5,134 | 1,421 | 0.55% | 1.33% | 283 | -5,156 | -50.11% | Q4 2025 | Feb 06, 2026 |
| SMART Wealth LLC | History | Added to | 5,110 | 1,415 | 0.43% | 0.51% | 285 | +208 | 4.24% | Q4 2025 | Jan 26, 2026 |
| MBL Wealth, LLC | History | No change | 5,110 | 1,415 | 0.11% | 0.12% | 284 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Allworth Financial LP | History | New | 5,065 | 1,402 | 0.01% | — | 286 | +5,065 | New | Q4 2025 | Feb 05, 2026 |
| Wedmont Private Capital | History | Reduced | 5,037 | 1,402 | 0.05% | 0.06% | 287 | -380 | -7.01% | Q4 2025 | Jan 08, 2026 |
| TruWealth Advisors, LLC | History | Added to | 5,024 | 1,391 | 0.07% | 0.07% | 288 | +18 | 0.36% | Q4 2025 | Jan 07, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 5,024 | 1,391 | 0.38% | 0.22% | 289 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Able Wealth Management LLC | History | Reduced | 4,991 | 1,382 | 0.44% | 0.57% | 290 | -541 | -9.78% | Q4 2025 | Jan 27, 2026 |
| NewEdge Wealth, LLC | History | Added to | 4,944 | 1,369 | 0.02% | 0.02% | 291 | +7 | 0.14% | Q4 2025 | Feb 03, 2026 |
| Landing Point Financial Group, LLC | History | Added to | 4,930 | 1,365 | 0.68% | 0.66% | 292 | +273 | 5.86% | Q4 2025 | Feb 11, 2026 |
| Rockport Wealth LLC | History | Reduced | 4,846 | 1,342 | 0.26% | 0.44% | 293 | -3,106 | -39.06% | Q4 2025 | Feb 06, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 4,761 | 1,319 | 0.08% | 0.08% | 294 | +248 | 5.5% | Q4 2025 | Feb 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 4,696 | 1,300 | 0.18% | — | 295 | +4,696 | New | Q4 2025 | Feb 09, 2026 |
| GeoWealth Management, LLC | History | Reduced | 4,600 | 1,273 | 0.05% | 0.05% | 296 | -664 | -12.61% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Reduced | 4,583 | 1,269 | 0.0% | 0.0% | 297 | -96 | -2.05% | Q4 2025 | Feb 11, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 4,558 | 1,262 | 1.15% | 0.09% | 298 | +2,357 | 107.09% | Q4 2025 | Feb 09, 2026 |
| Sugar Maple Asset Management, LLC | History | Reduced | 4,433 | 1,227 | 0.82% | 1.15% | 299 | -1,446 | -24.6% | Q4 2025 | Jan 20, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 4,423 | 1,224 | 0.0% | 0.0% | 300 | -1,523 | -25.61% | Q4 2025 | Feb 17, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 4,289 | 1,191 | 0.15% | 0.16% | 301 | -275 | -6.03% | Q4 2025 | Jan 14, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 4,282 | 1,189 | 0.01% | 0.01% | 302 | -290 | -6.34% | Q4 2025 | Feb 02, 2026 |
| Pallas Capital Advisors LLC | History | No change | 4,271 | 1,182 | 0.04% | 0.04% | 303 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Stewardship Advisors, LLC | History | Added to | 4,249 | 1,176 | 0.27% | 0.27% | 304 | +21 | 0.5% | Q4 2025 | Jan 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 4,200 | 1,163 | 0.0% | 0.0% | 305 | -18,735 | -81.69% | Q4 2025 | Feb 17, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 4,428 | 1,157 | 1.56% | 1.62% | 306 | +266 | 6.39% | Q4 2025 | Feb 10, 2026 |
| Bank of New York Mellon Corp | History | Added to | 3,973 | 1,100 | 0.0% | 0.0% | 307 | +952 | 31.51% | Q4 2025 | Feb 10, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 7,134 | 1,091 | 0.03% | 0.04% | 308 | -283 | -3.82% | Q4 2025 | Feb 11, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Added to | 3,932 | 1,088 | 0.12% | 0.1% | 309 | +1,004 | 34.29% | Q4 2025 | Feb 04, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | New | 3,900 | 1,079 | 0.67% | — | 310 | +3,900 | New | Q4 2025 | Feb 13, 2026 |
| Brooklyn Investment Group | History | Added to | 3,795 | 1,060 | 0.05% | 0.04% | 312 | +2,613 | 221.07% | Q4 2025 | Feb 12, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 3,830 | 1,060 | 0.0% | 0.0% | 311 | -190 | -4.73% | Q4 2025 | Feb 17, 2026 |
| Prospect Financial Services LLC | History | Reduced | 3,768 | 1,043 | 0.6% | 0.6% | 313 | -63 | -1.64% | Q4 2025 | Feb 06, 2026 |
| Round Rock Advisors LLC | History | Reduced | 3,727 | 1,032 | 0.16% | 0.18% | 314 | -320 | -7.91% | Q4 2025 | Jan 27, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 3,700 | 1,024 | 0.0% | 0.0% | 315 | +1,800 | 94.74% | Q4 2025 | Feb 12, 2026 |
| Truvestments Capital LLC | History | Reduced | 3,631 | 1,005 | 0.18% | 0.18% | 316 | -26 | -0.71% | Q4 2025 | Feb 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 3,627 | 1,004 | 0.01% | 0.03% | 317 | -8,479 | -70.04% | Q4 2025 | Jan 05, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | Reduced | 3,609 | 999 | 0.57% | 0.57% | 318 | -1 | -0.03% | Q4 2025 | Feb 12, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 3,610 | 999 | 0.09% | 0.1% | 319 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Secure Asset Management, LLC | History | Added to | 3,581 | 991 | 0.16% | 0.14% | 320 | +385 | 12.05% | Q4 2025 | Jan 20, 2026 |
| Confluence Wealth Services, Inc. | History | Reduced | 3,574 | 989 | 0.04% | 0.05% | 321 | -221 | -5.82% | Q4 2025 | Jan 28, 2026 |
| Redwood Financial Network Corp | History | Reduced | 3,552 | 983 | 0.63% | 0.64% | 322 | -147 | -3.97% | Q4 2025 | Feb 10, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | New | 3,495 | 967 | 0.06% | — | 323 | +3,495 | New | Q4 2025 | Feb 10, 2026 |
| Sigma Planning Corp | History | Reduced | 3,474 | 962 | 0.03% | 0.03% | 324 | -286 | -7.61% | Q4 2025 | Jan 30, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | No change | 3,451 | 955 | 0.07% | 0.07% | 325 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Compass Financial Services Inc | History | Added to | 3,434 | 951 | 0.41% | 0.42% | 326 | +1 | 0.03% | Q4 2025 | Feb 27, 2026 |
| Linden Thomas Advisory Services, LLC | History | New | 3,433 | 950 | 0.1% | — | 327 | +3,433 | New | Q4 2025 | Jan 16, 2026 |
| Savant Capital, LLC | History | Added to | 3,430 | 949 | 0.01% | 0.01% | 328 | +239 | 7.49% | Q4 2025 | Feb 10, 2026 |
| Prospera Financial Services Inc | History | Added to | 3,423 | 948 | 0.02% | 0.01% | 329 | +320 | 10.31% | Q4 2025 | Feb 09, 2026 |
| Networth Advisors, LLC | History | New | 3,411 | 944 | 0.7% | — | 330 | +3,411 | New | Q4 2025 | Jan 22, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 3,382 | 936 | 0.64% | 0.67% | 331 | +3 | 0.09% | Q4 2025 | Jan 29, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 3,355 | 929 | 0.02% | 0.02% | 332 | +20 | 0.6% | Q4 2025 | Feb 09, 2026 |
| Optivise Advisory Services LLC | History | Added to | 3,337 | 924 | 0.53% | 0.54% | 333 | +2 | 0.06% | Q4 2025 | Jan 12, 2026 |
| Larson Financial Group LLC | History | Added to | 3,269 | 905 | 0.03% | 0.03% | 334 | +1 | 0.03% | Q4 2025 | Feb 06, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 3,265 | 904 | 0.28% | 1.35% | 335 | -12,266 | -78.98% | Q4 2025 | Jan 22, 2026 |
| Advisory Alpha, LLC | History | Reduced | 3,260 | 903 | 0.02% | 0.03% | 336 | -336 | -9.34% | Q4 2025 | Feb 06, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 3,198 | 885 | 0.11% | 0.13% | 337 | -243 | -7.06% | Q4 2025 | Feb 05, 2026 |
| Fisher Asset Management, LLC | History | Added to | 3,157 | 874 | 0.0% | 0.0% | 338 | +378 | 13.6% | Q4 2025 | Feb 09, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 3,081 | 853 | 0.0% | 0.0% | 339 | +230 | 8.07% | Q4 2025 | Jan 30, 2026 |
| GenWealth Group, Inc. | History | Reduced | 3,068 | 850 | 0.14% | 0.17% | 340 | -185 | -5.69% | Q4 2025 | Jan 12, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 3,046 | 843 | 0.16% | 0.16% | 341 | +4 | 0.13% | Q4 2025 | Feb 12, 2026 |
| Essex Financial Services, Inc. | History | Added to | 3,019 | 835 | 0.05% | 0.05% | 342 | +1 | 0.03% | Q4 2025 | Feb 10, 2026 |
| BALLAST ADVISORS LLC | History | No change | 2,969 | 822 | 0.23% | 0.22% | 343 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Quantinno Capital Management LP | History | Added to | 2,967 | 821 | 0.0% | 0.0% | 344 | +595 | 25.08% | Q4 2025 | Feb 17, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 2,950 | 817 | 0.03% | 0.03% | 345 | -123 | -4.0% | Q4 2025 | Feb 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 2,919 | 808 | 0.03% | 0.03% | 346 | -628 | -17.71% | Q4 2025 | Jan 09, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 2,888 | 799 | 0.27% | 0.25% | 347 | +111 | 4.0% | Q4 2025 | Jan 28, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | No change | 2,847 | 788 | 0.01% | 0.01% | 348 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | No change | 2,800 | 775 | 0.05% | 0.05% | 349 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Elm3 Financial Group, LLC | History | Reduced | 2,767 | 766 | 0.64% | 0.67% | 350 | -213 | -7.15% | Q4 2025 | Jan 22, 2026 |
| Composition Wealth, LLC | History | Added to | 2,761 | 764 | 0.01% | 0.01% | 351 | +1,118 | 68.05% | Q4 2025 | Feb 02, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 2,738 | 758 | 0.06% | 0.06% | 352 | +116 | 4.42% | Q4 2025 | Jan 09, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 2,835 | 756 | 0.02% | 0.02% | 353 | +631 | 28.63% | Q4 2025 | Feb 09, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 2,722 | 753 | 0.06% | 0.07% | 354 | +2 | 0.07% | Q4 2025 | Jan 28, 2026 |
| TCP Asset Management, LLC | History | No change | 2,707 | 749 | 0.13% | 0.13% | 355 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| REGIONS FINANCIAL CORP | History | New | 2,698 | 747 | 0.0% | — | 356 | +2,698 | New | Q4 2025 | Jan 27, 2026 |
| REAP Financial Group, LLC | History | Reduced | 2,697 | 746 | 0.15% | 0.17% | 357 | -112 | -3.99% | Q4 2025 | Feb 10, 2026 |
| Daviman Financial, LLC | History | New | 2,670 | 739 | 0.43% | — | 358 | +2,670 | New | Q4 2025 | Feb 06, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 2,635 | 729 | 0.24% | — | 359 | +2,635 | New | Q4 2025 | Mar 27, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 2,548 | 705 | 0.03% | 0.03% | 360 | -62 | -2.38% | Q4 2025 | Feb 02, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 2,543 | 704 | 0.0% | 0.0% | 361 | -193 | -7.05% | Q4 2025 | Feb 12, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | Reduced | 2,529 | 699 | 0.39% | 0.42% | 362 | -9 | -0.35% | Q4 2025 | Jan 09, 2026 |
| ArchPoint Investors | History | No change | 2,450 | 678 | 0.16% | 0.18% | 363 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Diversified Trust Co | History | No change | 2,436 | 674 | 0.01% | 0.01% | 364 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 2,411 | 667 | 0.3% | 0.31% | 365 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| AMG National Trust Bank | History | No change | 2,405 | 666 | 0.02% | 0.02% | 366 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Stronghold Wealth Management L.L.C. | History | New | 2,399 | 664 | 0.98% | — | 367 | +2,399 | New | Q4 2025 | Feb 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 2,387 | 661 | 0.0% | — | 368 | +2,387 | New | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | No change | 2,369 | 656 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Reduced | 2,342 | 648 | 0.36% | 0.47% | 370 | -3 | -0.13% | Q4 2025 | Feb 17, 2026 |
| American Trust | History | Reduced | 2,332 | 645 | 0.05% | 0.06% | 371 | -121 | -4.93% | Q4 2025 | Feb 17, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | Added to | 2,301 | 637 | 0.31% | 0.31% | 372 | +2 | 0.09% | Q4 2025 | Jan 21, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 2,298 | 636 | 0.01% | 0.01% | 373 | +826 | 56.11% | Q4 2025 | Feb 06, 2026 |
| Synergy Asset Management, LLC | History | Reduced | 2,281 | 631 | 0.07% | 0.02% | 374 | -185 | -7.5% | Q4 2025 | Jan 13, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 2,279 | 631 | 0.04% | 0.04% | 375 | -2 | -0.09% | Q4 2025 | Jan 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 2,232 | 618 | 0.03% | 0.03% | 376 | -34 | -1.5% | Q4 2025 | Jan 21, 2026 |
| Triad Wealth Partners, LLC | History | New | 2,196 | 608 | 0.06% | — | 378 | +2,196 | New | Q4 2025 | Jan 22, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Reduced | 2,196 | 608 | 0.03% | 0.03% | 377 | -103 | -4.48% | Q4 2025 | Feb 13, 2026 |
| Sowell Financial Services LLC | History | Added to | 2,179 | 603 | 0.02% | 0.02% | 379 | +39 | 1.82% | Q4 2025 | Jan 21, 2026 |
| FOCUSED ALPHA, LLC | History | New | 2,143 | 593 | 0.17% | — | 380 | +2,143 | New | Q4 2025 | Feb 13, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 2,125 | 588 | 0.19% | 0.19% | 381 | +2 | 0.09% | Q4 2025 | Feb 03, 2026 |
| Revolve Wealth Partners, LLC | History | No change | 2,126 | 588 | 0.07% | 0.07% | 382 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| MidAtlantic Capital Management, Inc. | History | No change | 2,123 | 587 | 0.38% | 0.4% | 383 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 2,116 | 586 | 0.0% | 0.0% | 384 | +43 | 2.07% | Q4 2025 | Feb 12, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 2,077 | 575 | 0.0% | 0.0% | 385 | +343 | 19.78% | Q4 2025 | Feb 13, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 2,069 | 573 | 0.08% | 0.08% | 386 | +36 | 1.77% | Q4 2025 | Jan 21, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 2,052 | 568 | 0.3% | 0.3% | 387 | +43 | 2.14% | Q4 2025 | Feb 24, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 2,039 | 564 | 0.14% | 0.18% | 388 | -645 | -24.03% | Q4 2025 | Feb 13, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 2,027 | 561 | 0.13% | 0.14% | 389 | -148 | -6.8% | Q4 2025 | Feb 17, 2026 |
| LifePlan Investment Advisors, Inc. | History | Reduced | 2,023 | 560 | 0.23% | 0.32% | 390 | -805 | -28.47% | Q4 2025 | Feb 09, 2026 |
| Corient Private Wealth LLC | History | Reduced | 2,013 | 557 | 0.0% | 0.0% | 391 | -9,110 | -81.9% | Q4 2025 | Mar 09, 2026 |
| Compound Planning, Inc. | History | Added to | 1,997 | 553 | 0.02% | 0.01% | 392 | +773 | 63.15% | Q4 2025 | Feb 19, 2026 |
| Cyr Financial Inc. | History | Reduced | 1,967 | 544 | 0.34% | 0.38% | 393 | -40 | -1.99% | Q4 2025 | Jan 16, 2026 |
| Alpha Financial Partners, LLC | History | Added to | 1,957 | 541 | 0.33% | 0.35% | 394 | +2 | 0.1% | Q4 2025 | Feb 10, 2026 |
| Vise Technologies, Inc. | History | Added to | 1,910 | 529 | 0.01% | 0.01% | 395 | +933 | 95.5% | Q4 2025 | Feb 11, 2026 |
| Heritage Trust Co | History | No change | 1,900 | 526 | 0.05% | 0.06% | 396 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Reduced | 1,879 | 520 | 0.24% | 0.27% | 397 | -88 | -4.47% | Q4 2025 | Feb 17, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 1,870 | 518 | 0.18% | 0.2% | 398 | -87 | -4.45% | Q4 2025 | Jan 12, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 1,852 | 512 | 0.42% | 0.52% | 399 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 1,841 | 509 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 1,841 | 509 | 0.03% | 0.03% | 401 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 1,827 | 505 | 0.02% | 0.02% | 402 | +2 | 0.11% | Q4 2025 | Feb 13, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 1,811 | 501 | 0.02% | 0.02% | 403 | -25 | -1.36% | Q4 2025 | Feb 17, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,795 | 497 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Prasad Wealth Partners, LLC | History | Reduced | 1,779 | 492 | 0.13% | 0.19% | 405 | -742 | -29.43% | Q4 2025 | Jan 27, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 1,776 | 491 | 0.02% | 0.02% | 406 | +1 | 0.06% | Q4 2025 | Jan 30, 2026 |
| IFG Advisory, LLC | History | Added to | 1,766 | 489 | 0.02% | 0.02% | 407 | +390 | 28.34% | Q4 2025 | Feb 10, 2026 |
| Apella Capital, LLC | History | Added to | 1,765 | 488 | 0.01% | 0.01% | 408 | +3 | 0.17% | Q4 2025 | Jan 21, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 1,755 | 486 | 0.03% | 0.03% | 409 | -268 | -13.25% | Q4 2025 | Feb 06, 2026 |
| GTS SECURITIES LLC | History | Reduced | 1,742 | 482 | 0.02% | 0.02% | 410 | -215 | -10.99% | Q4 2025 | Feb 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 1,738 | 481 | 0.05% | 0.05% | 411 | +53 | 3.15% | Q4 2025 | Jan 23, 2026 |
| Harvest Investment Services, LLC | History | Added to | 1,736 | 480 | 0.09% | 0.08% | 412 | +208 | 13.61% | Q4 2025 | Feb 17, 2026 |
| Principle Wealth Partners LLC | History | No change | 1,736 | 480 | 0.03% | 0.03% | 413 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Strive Financial Group ,LLC | History | New | 1,715 | 474 | 0.23% | — | 414 | +1,715 | New | Q4 2025 | Feb 18, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 1,702 | 471 | 0.0% | 0.0% | 415 | -1,962 | -53.55% | Q4 2025 | Feb 18, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 1,695 | 469 | 0.26% | — | 416 | +1,695 | New | Q4 2025 | Feb 18, 2026 |
| WIN ADVISORS, INC | History | Reduced | 1,674 | 463 | 0.2% | 9.47% | 417 | -69,470 | -97.65% | Q4 2025 | Feb 04, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 1,664 | 460 | 0.3% | 0.31% | 418 | +1 | 0.06% | Q4 2025 | Feb 11, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,660 | 459 | 0.02% | 0.01% | 419 | +502 | 43.35% | Q4 2025 | Jan 13, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 1,636 | 453 | 0.11% | 0.14% | 420 | -273 | -14.3% | Q4 2025 | Feb 02, 2026 |
| Rothschild Wealth LLC | History | Reduced | 1,627 | 450 | 0.04% | 0.1% | 421 | -47 | -2.81% | Q4 2025 | Feb 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 1,616 | 447 | 0.0% | — | 422 | +1,616 | New | Q4 2025 | Feb 18, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 1,611 | 446 | 0.01% | 0.01% | 423 | +364 | 29.19% | Q4 2025 | Jan 29, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | Added to | 1,679 | 444 | 0.27% | 0.32% | 424 | +85 | 5.33% | Q4 2025 | Feb 27, 2026 |
| GWN SECURITIES INC. | History | Reduced | 1,589 | 440 | 0.09% | 0.11% | 425 | -199 | -11.13% | Q4 2025 | Feb 11, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,586 | 439 | 0.0% | 0.0% | 426 | +407 | 34.52% | Q4 2025 | Feb 17, 2026 |
| NBT BANK N A /NY | History | No change | 1,530 | 423 | 0.03% | 0.03% | 427 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BOURGEON CAPITAL MANAGEMENT LLC | History | No change | 1,530 | 423 | 0.07% | 0.08% | 428 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 1,512 | 418 | 0.02% | 0.03% | 429 | -259 | -14.62% | Q4 2025 | Jan 15, 2026 |
| AlphaCore Capital LLC | History | No change | 1,509 | 417 | 0.01% | 0.01% | 430 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Strategic Blueprint, LLC | History | New | 1,503 | 416 | 0.02% | — | 431 | +1,503 | New | Q4 2025 | Jan 30, 2026 |
| Verum Partners LLC | History | Added to | 1,497 | 414 | 0.08% | 0.09% | 432 | +2 | 0.13% | Q4 2025 | Jan 14, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 1,476 | 408 | 0.09% | 0.11% | 434 | +293 | 24.77% | Q4 2025 | Feb 12, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,465 | 408 | 0.02% | 0.02% | 433 | +82 | 5.93% | Q4 2025 | Feb 13, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 1,457 | 403 | 0.03% | 0.03% | 435 | +18 | 1.25% | Q4 2025 | Feb 11, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 1,448 | 401 | 0.01% | 0.01% | 436 | -212 | -12.77% | Q4 2025 | Feb 03, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 1,443 | 399 | 0.04% | 0.04% | 439 | -70 | -4.63% | Q4 2025 | Jan 22, 2026 |
| Krilogy Financial LLC | History | Reduced | 1,452 | 399 | 0.01% | 0.02% | 437 | -36 | -2.42% | Q4 2025 | Jan 27, 2026 |
| PFG Advisors | History | Added to | 1,444 | 399 | 0.02% | 0.02% | 438 | +1 | 0.07% | Q4 2025 | Jan 27, 2026 |
| BCU Wealth Advisors, LLC | History | Added to | 1,440 | 398 | 0.15% | 0.16% | 441 | +1 | 0.07% | Q4 2025 | Jan 30, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 1,439 | 398 | 0.05% | 0.05% | 440 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 1,422 | 393 | 0.04% | 0.04% | 442 | +2 | 0.14% | Q4 2025 | Feb 13, 2026 |
| Sandy Cove Advisors, LLC | History | No change | 1,419 | 392 | 0.12% | 0.12% | 443 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| DDD Partners, LLC | History | No change | 1,410 | 390 | 0.02% | 0.02% | 444 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Fiduciary Alliance LLC | History | No change | 1,403 | 388 | 0.03% | 0.03% | 445 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Crestwood Advisors Group, LLC | History | New | 1,396 | 386 | 0.01% | — | 446 | +1,396 | New | Q4 2025 | Feb 03, 2026 |
| Arax Advisory Partners | History | New | 1,387 | 384 | 0.01% | — | 447 | +1,387 | New | Q4 2025 | Feb 13, 2026 |
| Novak & Powell Financial Services, Inc. | History | Reduced | 1,380 | 382 | 0.2% | 0.2% | 448 | -20 | -1.43% | Q4 2025 | Feb 10, 2026 |
| NWF Advisory Services Inc. | History | Added to | 1,377 | 381 | 0.04% | 0.04% | 449 | +158 | 12.96% | Q4 2025 | Mar 03, 2026 |
| Neuberger Berman Group LLC | History | Added to | 1,357 | 375 | 0.0% | 0.0% | 450 | +157 | 13.08% | Q4 2025 | Feb 13, 2026 |
| 1832 Asset Management L.P. | History | No change | 1,345 | 372 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HB Wealth Management, LLC | History | No change | 1,341 | 371 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Fermata Advisors, LLC | History | Reduced | 1,338 | 370 | 0.09% | 0.09% | 453 | -4 | -0.3% | Q4 2025 | Jan 08, 2026 |
| Mattson Financial Services, LLC | History | Added to | 1,335 | 369 | 0.09% | 0.08% | 454 | +181 | 15.68% | Q4 2025 | Feb 12, 2026 |
| Parvin Asset Management, LLC | History | New | 1,330 | 368 | 0.29% | — | 455 | +1,330 | New | Q4 2025 | Feb 17, 2026 |
| MEMBERS WEALTH LLC | History | Reduced | 1,334 | 366 | 0.23% | 0.24% | 457 | -68 | -4.85% | Q4 2025 | Jan 28, 2026 |
| Rooted Wealth Advisors, Inc. | History | Reduced | 1,381 | 366 | 0.1% | 0.12% | 456 | -48 | -3.36% | Q4 2025 | Feb 09, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 1,318 | 365 | 0.0% | — | 459 | +1,318 | New | Q4 2025 | Feb 11, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 1,321 | 365 | 0.01% | 0.01% | 458 | -4 | -0.3% | Q4 2025 | Feb 06, 2026 |
| United Advisor Group, LLC | History | Reduced | 1,317 | 364 | 0.05% | 0.05% | 460 | -118 | -8.22% | Q4 2025 | Jan 26, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | No change | 1,311 | 363 | 0.16% | 0.17% | 461 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kelly Financial Services LLC | History | Reduced | 1,300 | 359 | 0.09% | 0.28% | 463 | -2,627 | -66.9% | Q4 2025 | Jan 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,297 | 359 | 0.01% | 0.0% | 462 | +337 | 35.1% | Q4 2025 | Feb 11, 2026 |
| CHEMUNG CANAL TRUST CO | History | No change | 1,267 | 350 | 0.07% | 0.07% | 464 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 1,261 | 349 | 0.0% | 0.0% | 465 | +238 | 23.26% | Q4 2025 | Feb 05, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 1,257 | 348 | 0.18% | 0.26% | 466 | -1,247 | -49.8% | Q4 2025 | Feb 18, 2026 |
| Maridea Wealth Management LLC | History | New | 1,256 | 347 | 0.05% | — | 467 | +1,256 | New | Q4 2025 | Jan 08, 2026 |
| Kestra Investment Management, LLC | History | Added to | 1,239 | 343 | 0.01% | 0.01% | 469 | +48 | 4.03% | Q4 2025 | Feb 09, 2026 |
| Carnegie Investment Counsel | History | No change | 1,240 | 343 | 0.01% | 0.01% | 468 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 1,234 | 342 | 0.01% | 0.01% | 470 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1,221 | 338 | 0.03% | 0.03% | 471 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TFO Wealth Partners, LLC | History | No change | 1,218 | 337 | 0.05% | 0.05% | 472 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| FC Advisory LLC | History | Reduced | 1,215 | 336 | 0.1% | 0.1% | 473 | -3 | -0.25% | Q4 2025 | Jan 13, 2026 |
| HRT FINANCIAL LP | History | Reduced | 1,205 | 333 | 0.0% | 0.0% | 475 | -1,001 | -45.38% | Q4 2025 | Feb 12, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 1,205 | 333 | 0.0% | 0.0% | 474 | -289 | -19.34% | Q4 2025 | Jan 29, 2026 |
| Belvedere Trading LLC | History | Reduced | 1,200 | 332 | 0.0% | 0.0% | 477 | -2,500 | -67.57% | Q4 2025 | Feb 10, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 1,200 | 332 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | No change | 1,181 | 327 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| WBI INVESTMENTS, LLC | History | New | 1,179 | 326 | 0.08% | — | 479 | +1,179 | New | Q4 2025 | Feb 13, 2026 |
| Mason & Associates Inc | History | No change | 1,158 | 320 | 0.06% | 0.06% | 480 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| XY Planning Network, Inc. | History | Added to | 1,146 | 317 | 0.06% | 0.09% | 481 | +15 | 1.33% | Q4 2025 | Jan 26, 2026 |
| Life Planning Partners, Inc | History | Reduced | 1,142 | 316 | 0.24% | 0.34% | 482 | -537 | -31.98% | Q4 2025 | Jan 16, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 1,137 | 314 | 0.05% | 0.05% | 483 | +1 | 0.09% | Q4 2025 | Feb 10, 2026 |
| Moors & Cabot, Inc. | History | No change | 1,137 | 314 | 0.01% | 0.01% | 484 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| DUDLEY CAPITAL MANAGEMENT, LLC | History | Added to | 1,130 | 313 | 0.14% | 0.13% | 486 | +30 | 2.73% | Q4 2025 | Feb 02, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,134 | 313 | 0.02% | 0.02% | 485 | +18 | 1.61% | Q4 2025 | Feb 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 1,114 | 308 | 0.0% | 0.0% | 488 | +84 | 8.16% | Q4 2025 | Feb 11, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 1,114 | 308 | 0.01% | 0.01% | 487 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 1,108 | 306 | 0.0% | 0.01% | 490 | -3,321 | -74.98% | Q4 2025 | Feb 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 1,104 | 306 | 0.01% | 0.01% | 489 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Added to | 1,101 | 304 | 0.0% | 0.0% | 491 | +726 | 193.6% | Q4 2025 | Jan 23, 2026 |
| Stablepoint Partners, LLC | History | No change | 1,100 | 304 | 0.05% | 0.05% | 492 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 1,077 | 298 | 0.03% | 0.03% | 493 | -35 | -3.15% | Q4 2025 | Jan 29, 2026 |
| K.J. Harrison & Partners Inc | History | New | 1,072 | 296 | 0.04% | — | 494 | +1,072 | New | Q4 2025 | Feb 03, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,071 | 296 | 0.0% | 0.0% | 495 | +1 | 0.09% | Q4 2025 | Feb 13, 2026 |
| FIDUCIARY FAMILY OFFICE, LLC | History | No change | 1,065 | 294 | 0.08% | 0.08% | 496 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 1,054 | 291 | 0.25% | 0.26% | 497 | +1 | 0.09% | Q4 2025 | Jan 26, 2026 |
| Northwest Quadrant Wealth Management, LLC | History | Added to | 1,028 | 284 | 0.06% | 0.06% | 498 | +1 | 0.1% | Q4 2025 | Jan 23, 2026 |
| Trademark Financial Management, LLC | History | Added to | 1,024 | 283 | 0.16% | 0.15% | 501 | +65 | 6.78% | Q4 2025 | Jan 28, 2026 |
| INTREPID CAPITAL MANAGEMENT INC | History | Reduced | 1,024 | 283 | 0.11% | 0.11% | 499 | -40 | -3.76% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 1,023 | 283 | 0.02% | 0.02% | 500 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Americana Partners, LLC | History | No change | 1,013 | 280 | 0.01% | 0.01% | 502 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Goldstein Advisors, LLC | History | No change | 1,013 | 280 | 0.03% | 0.03% | 503 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| OneDigital Investment Advisors LLC | History | New | 1,000 | 276 | 0.0% | — | 504 | +1,000 | New | Q4 2025 | Feb 13, 2026 |
| MY Wealth Management Inc. | History | No change | 999 | 276 | 0.24% | 0.24% | 505 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GRANITE ISLANDS PRIVATE WEALTH, LLC | History | New | 998 | 275 | 0.25% | — | 507 | +998 | New | Q4 2025 | Feb 12, 2026 |
| Cannon Wealth Management Services, LLC | History | No change | 995 | 275 | 0.19% | 0.21% | 506 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Avestar Capital, LLC | History | No change | 979 | 271 | 0.02% | 0.02% | 508 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Beaird Harris Wealth Management, LLC | History | New | 953 | 263 | 0.02% | — | 511 | +953 | New | Q4 2025 | Feb 23, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 951 | 263 | 0.03% | 0.03% | 510 | -3 | -0.31% | Q4 2025 | Feb 13, 2026 |
| Peachtree Investment Partners, LLC | History | No change | 950 | 263 | 0.09% | 0.09% | 509 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 949 | 262 | 0.02% | 0.03% | 512 | +1 | 0.11% | Q4 2025 | Jan 29, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 942 | 260 | 0.01% | 0.01% | 513 | -63 | -6.27% | Q4 2025 | Feb 17, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 937 | 259 | 0.12% | 0.12% | 514 | -5 | -0.53% | Q4 2025 | Feb 05, 2026 |
| Trexquant Investment LP | History | Added to | 925 | 256 | 0.0% | 0.0% | 515 | +37 | 4.17% | Q4 2025 | Feb 17, 2026 |
| Financial Council, LLC | History | No change | 926 | 256 | 0.1% | 0.11% | 516 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Coquina Private Wealth LLC | History | New | 924 | 255 | 0.2% | — | 518 | +924 | New | Q4 2025 | Jan 29, 2026 |
| Newbridge Financial Services Group, Inc. | History | Added to | 924 | 255 | 0.04% | 0.04% | 517 | +16 | 1.76% | Q4 2025 | Jan 21, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 919 | 254 | 0.01% | 0.01% | 519 | +96 | 11.66% | Q4 2025 | Jan 28, 2026 |
| Expressive Wealth LLC | History | New | 906 | 250 | 0.27% | — | 521 | +906 | New | Q4 2025 | Feb 09, 2026 |
| L & S Advisors Inc | History | Added to | 905 | 250 | 0.02% | 0.02% | 520 | +1 | 0.11% | Q4 2025 | Feb 05, 2026 |
| SEI INVESTMENTS CO | History | New | 900 | 249 | 0.0% | — | 522 | +900 | New | Q4 2025 | Feb 13, 2026 |
| Slagle Financial, LLC | History | Reduced | 897 | 248 | 0.09% | 0.09% | 523 | -9 | -0.99% | Q4 2025 | Jan 26, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Added to | 880 | 243 | 0.09% | 0.09% | 524 | +1 | 0.11% | Q4 2025 | Jan 21, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 880 | 243 | 0.01% | 0.01% | 525 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NorthRock Partners, LLC | History | New | 875 | 242 | 0.0% | — | 526 | +875 | New | Q4 2025 | Feb 17, 2026 |
| MANCHESTER FINANCIAL INC | History | Added to | 867 | 240 | 0.04% | 0.05% | 527 | +7 | 0.81% | Q4 2025 | Feb 12, 2026 |
| Rather & Kittrell, Inc. | History | No change | 860 | 238 | 0.04% | 0.04% | 528 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Rossby Financial, LCC | History | Reduced | 852 | 235 | 0.07% | 1.16% | 529 | -12,123 | -93.43% | Q4 2025 | Feb 12, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 846 | 234 | 0.01% | — | 530 | +846 | New | Q4 2025 | Feb 12, 2026 |
| Haverford Trust Co | History | Reduced | 842 | 233 | 0.0% | 0.0% | 531 | -19 | -2.21% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 840 | 232 | 0.0% | 0.0% | 532 | -8,560 | -91.06% | Q4 2025 | Feb 12, 2026 |
| Persium Advisors, LLC | History | No change | 837 | 231 | 0.17% | 0.17% | 533 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Mason Investment Advisory Services, Inc. | History | No change | 828 | 229 | 0.01% | 0.01% | 534 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 826 | 228 | 0.04% | 0.05% | 535 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Bravias Capital Group, LLC | History | Reduced | 823 | 227 | 0.14% | 0.16% | 536 | -25 | -2.95% | Q4 2025 | Jan 29, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 819 | 226 | 0.02% | 0.02% | 537 | +2 | 0.24% | Q4 2025 | Jan 20, 2026 |
| Sterling Investment Advisors, Ltd. | History | No change | 810 | 224 | 0.04% | 0.04% | 538 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 799 | 221 | 0.01% | 0.0% | 539 | +754 | 1675.56% | Q4 2025 | Feb 06, 2026 |
| Cordatus Wealth Management LLC | History | No change | 799 | 221 | 0.05% | 0.05% | 540 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 790 | 218 | 0.0% | 0.0% | 541 | -379 | -32.42% | Q4 2025 | Feb 02, 2026 |
| Rice Partnership, LLC | History | No change | 790 | 218 | 0.03% | 0.03% | 542 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sunbelt Securities, Inc. | History | No change | 786 | 217 | 0.01% | 0.01% | 543 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| FIDUCIARY TRUST CO | History | No change | 783 | 216 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | No change | 780 | 216 | 0.03% | 0.04% | 545 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Family Investment Center, Inc. | History | No change | 774 | 214 | 0.04% | 0.04% | 546 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| TILIA FIDUCIARY PARTNERS, INC. | History | Added to | 767 | 212 | 0.12% | 0.12% | 547 | +18 | 2.4% | Q4 2025 | Jan 12, 2026 |
| Hobbs Group Advisors, LLC | History | No change | 764 | 211 | 0.06% | 0.07% | 548 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Centerpoint Advisory Group | History | No change | 765 | 211 | 0.16% | 0.16% | 549 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Garden State Investment Advisory Services LLC | History | New | 759 | 210 | 0.05% | — | 550 | +759 | New | Q4 2025 | Feb 17, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 757 | 209 | 0.0% | 0.0% | 551 | -1,216 | -61.63% | Q4 2025 | Feb 10, 2026 |
| Wisconsin Wealth Advisors, LLC | History | No change | 756 | 209 | 0.2% | 0.2% | 552 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 753 | 208 | 0.0% | 0.0% | 553 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CWA Asset Management Group, LLC | History | No change | 753 | 208 | 0.01% | 0.01% | 554 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| WILLNER & HELLER, LLC | History | No change | 747 | 206 | 0.15% | 0.16% | 555 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Sound Income Strategies, LLC | History | Added to | 738 | 202 | 0.01% | 0.01% | 556 | +287 | 63.64% | Q4 2025 | Jan 21, 2026 |
| BESSEMER GROUP INC | History | No change | 641 | 178 | 0.0% | 0.0% | 557 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Colonial Trust Co / SC | History | No change | 636 | 176 | 0.02% | 0.02% | 558 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 606 | 167 | 0.02% | 0.02% | 559 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 582 | 161 | 0.0% | 0.0% | 560 | -182 | -23.82% | Q4 2025 | Feb 09, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 559 | 154 | 0.02% | 0.02% | 561 | -8 | -1.41% | Q4 2025 | Feb 05, 2026 |
| Smithfield Trust Co | History | No change | 535 | 148 | 0.01% | 0.01% | 562 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SouthState Bank Corp | History | No change | 499 | 138 | 0.01% | 0.01% | 563 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Rialto Wealth Management, LLC | History | No change | 500 | 138 | 0.03% | 0.04% | 564 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 433 | 119 | 0.0% | 0.0% | 565 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 429 | 118 | 0.02% | 0.03% | 566 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| EASTERN BANK | History | Reduced | 426 | 117 | 0.0% | 0.0% | 567 | -290 | -40.5% | Q4 2025 | Jan 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 419 | 116 | 0.0% | 0.0% | 568 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 415 | 114 | 0.02% | 0.02% | 569 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Asset Dedication, LLC | History | No change | 410 | 113 | 0.01% | 0.01% | 570 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 407 | 112 | 0.01% | — | 571 | +407 | New | Q4 2025 | Jan 14, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 373 | 103 | 0.03% | — | 572 | +373 | New | Q4 2025 | Feb 11, 2026 |
| HM PAYSON & CO | History | No change | 363 | 100 | 0.0% | 0.0% | 573 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GW&K Investment Management, LLC | History | No change | 344 | 95 | 0.0% | 0.0% | 574 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Planning Project LLC | History | New | 340 | 94 | 0.02% | — | 575 | +340 | New | Q4 2025 | Feb 12, 2026 |
| New Republic Capital, LLC | History | Reduced | 305 | 84 | 0.02% | 0.03% | 576 | -2 | -0.65% | Q4 2025 | Feb 10, 2026 |
| Clayton Financial Group LLC | History | No change | 257 | 71 | 0.04% | 0.05% | 577 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Key FInancial Inc | History | No change | 244 | 67 | 0.01% | 0.01% | 578 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Elevated Capital Advisors, LLC | History | New | 235 | 65 | 0.02% | — | 579 | +235 | New | Q4 2025 | Jan 27, 2026 |
| Dunhill Financial, LLC | History | Reduced | 222 | 61 | 0.01% | 0.02% | 580 | -4 | -1.77% | Q4 2025 | Jan 29, 2026 |
| BOKF, NA | History | No change | 216 | 59 | 0.0% | 0.0% | 581 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 210 | 58 | 0.02% | — | 582 | +210 | New | Q4 2025 | Feb 05, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 207 | 57 | 0.01% | 0.01% | 583 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 195 | 54 | 0.0% | 0.01% | 584 | -313 | -61.61% | Q4 2025 | Feb 06, 2026 |
| Triumph Capital Management | History | New | 197 | 54 | 0.01% | — | 585 | +197 | New | Q4 2025 | Feb 12, 2026 |
| NBC SECURITIES, INC. | History | No change | 194 | 53 | 0.0% | 0.0% | 586 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 189 | 52 | 0.0% | — | 587 | +189 | New | Q4 2025 | Feb 03, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 188 | 52 | 0.02% | 0.02% | 588 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 188 | 52 | 0.02% | 0.02% | 589 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CITY HOLDING CO | History | No change | 185 | 51 | 0.01% | 0.01% | 590 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Capital Analysts, LLC | History | Reduced | 171 | 47 | 0.0% | 0.02% | 591 | -1,977 | -92.04% | Q4 2025 | Feb 11, 2026 |
| Park Square Financial Group, LLC | History | Added to | 201 | 47 | 0.28% | 0.09% | 592 | +122 | 154.43% | Q4 2025 | Feb 05, 2026 |
| New Millennium Group LLC | History | Reduced | 158 | 43 | 0.02% | 0.02% | 593 | -8 | -4.82% | Q4 2025 | Feb 06, 2026 |
| BIRCHBROOK, INC. | History | No change | 158 | 43 | 0.02% | 0.02% | 594 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Caitlin John, LLC | History | No change | 135 | 37 | 0.02% | 0.03% | 595 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 131 | 36 | 0.0% | 0.0% | 596 | -217 | -62.36% | Q4 2025 | Feb 11, 2026 |
| OPTIMA CAPITAL LLC | History | New | 120 | 33 | 0.01% | — | 597 | +120 | New | Q4 2025 | Jan 23, 2026 |
| Fairway Wealth LLC | History | Reduced | 118 | 32 | 0.01% | 0.03% | 599 | -219 | -64.99% | Q4 2025 | Jan 28, 2026 |
| Ancora Advisors LLC | History | No change | 118 | 32 | 0.0% | 0.0% | 598 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ALERUS FINANCIAL NA | History | Reduced | 103 | 28 | 0.0% | 0.01% | 600 | -409 | -79.88% | Q4 2025 | Feb 13, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 103 | 28 | 0.02% | 0.07% | 602 | -289 | -73.72% | Q4 2025 | Feb 10, 2026 |
| Financial Perspectives, Inc | History | No change | 103 | 28 | 0.01% | 0.01% | 601 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Root Financial Partners, LLC | History | Reduced | 98 | 27 | 0.0% | 0.0% | 606 | -28 | -22.22% | Q4 2025 | Feb 10, 2026 |
| CENTRAL TRUST Co | History | No change | 100 | 27 | 0.0% | 0.0% | 603 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 100 | 27 | 0.0% | 0.0% | 604 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Mascoma Wealth Management LLC | History | No change | 101 | 27 | 0.01% | 0.01% | 605 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| ORG Wealth Partners, LLC | History | No change | 100 | 27 | 0.01% | 0.01% | 607 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 95 | 26 | 0.0% | 0.0% | 608 | -47 | -33.1% | Q4 2025 | Feb 26, 2026 |
| Activest Wealth Management | History | No change | 91 | 25 | 0.0% | 0.0% | 609 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Heritage Wealth Advisors | History | No change | 83 | 22 | 0.0% | 0.0% | 610 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 80 | 22 | 0.0% | 0.0% | 611 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Salomon & Ludwin, LLC | History | No change | 74 | 20 | 0.0% | 0.0% | 612 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Cape Investment Advisory, Inc. | History | New | 68 | 18 | 0.01% | — | 613 | +68 | New | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 64 | 17 | 0.0% | 0.0% | 614 | -3,366 | -98.13% | Q4 2025 | Feb 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 60 | 17 | 0.0% | 0.0% | 615 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Anfield Capital Management, LLC | History | No change | 63 | 17 | 0.01% | 0.01% | 616 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Clearstead Trust, LLC | History | No change | 63 | 17 | 0.0% | 0.0% | 617 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 61 | 16 | 0.0% | — | 618 | +61 | New | Q4 2025 | Feb 05, 2026 |
| Signature Equity Partners, LLC | History | New | 61 | 16 | 0.01% | — | 620 | +61 | New | Q4 2025 | Feb 17, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 60 | 16 | 0.01% | 0.01% | 619 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Ransom Advisory, Ltd | History | New | 54 | 14 | 0.01% | — | 621 | +54 | New | Q4 2025 | Jan 06, 2026 |
| North Star Investment Management Corp. | History | New | 47 | 13 | 0.0% | — | 622 | +47 | New | Q4 2025 | Jan 30, 2026 |
| Princeton Global Asset Management LLC | History | New | 44 | 12 | 0.0% | — | 623 | +44 | New | Q4 2025 | Jan 20, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 40 | 11 | 0.0% | 0.0% | 624 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Olistico Wealth, LLC | History | New | 34 | 9 | 0.0% | — | 625 | +34 | New | Q4 2025 | Jan 13, 2026 |
| LGT Financial Advisors LLC | History | Added to | 33 | 9 | 0.06% | 0.02% | 626 | +1 | 3.13% | Q4 2025 | Feb 13, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 32 | 8 | 0.0% | 0.01% | 627 | -36 | -52.94% | Q4 2025 | Feb 12, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 27 | 7 | 0.01% | — | 628 | +27 | New | Q4 2025 | Feb 12, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 25 | 6 | 0.0% | 0.0% | 630 | -334 | -93.04% | Q4 2025 | Feb 17, 2026 |
| Cypress Capital Management LLC (WY) | History | No change | 22 | 6 | 0.01% | 0.01% | 629 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Byrne Asset Management LLC | History | No change | 20 | 5 | 0.0% | 0.0% | 631 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Camelot Portfolios, LLC | History | New | 16 | 4 | 0.0% | — | 632 | +16 | New | Q4 2025 | Jan 29, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 11 | 3 | 0.0% | 0.0% | 633 | -11 | -50.0% | Q4 2025 | Feb 05, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 13 | 3 | 0.0% | 0.0% | 634 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 9 | 2 | 0.0% | — | 636 | +9 | New | Q4 2025 | Feb 19, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 10 | 2 | 0.0% | 0.0% | 635 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 6 | 1 | 0.0% | 0.0% | 637 | -8 | -57.14% | Q4 2025 | Jan 23, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 4 | 1 | 0.0% | 0.0% | 638 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| FIRST CITIZENS INVESTOR SERVICES, INC. | History | Closed out | 0 | 0 | — | 29.16% | — | -275,704 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Clark Capital Management Group, Inc. | History | Closed out | 0 | 0 | — | 0.43% | — | -251,390 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ethos Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.64% | — | -30,000 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.77% | — | -22,267 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 19.49% | — | -15,348 | -100.0% | Q3 2025 | Dec 09, 2025 |
| SigFig Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -14,460 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Global View Capital Management LLC | History | Closed out | 0 | 0 | — | 0.58% | — | -10,024 | -100.0% | Q3 2025 | Oct 29, 2025 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -7,136 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Centennial Wealth Advisory LLC | History | Closed out | 0 | 0 | — | 0.49% | — | -6,396 | -100.0% | Q3 2025 | Oct 22, 2025 |
| FSA Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.65% | — | -3,022 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,954 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ausdal Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -2,147 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -1,718 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.01% | — | -1,689 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Destination Wealth Management | History | Closed out | 0 | 0 | — | 0.01% | — | -1,589 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LIBRA WEALTH LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -1,525 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,388 | -100.0% | Q3 2025 | Nov 12, 2025 |
| apricus wealth, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -1,340 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -972 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Csenge Advisory Group | History | Closed out | 0 | 0 | — | 0.01% | — | -948 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Colonial River Investments, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -895 | -100.0% | Q3 2025 | Nov 13, 2025 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -876 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 3 | 0 | — | 0.02% | — | -685 | -99.56% | Q4 2025 | Feb 06, 2026 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -660 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -450 | -100.0% | Q3 2025 | Nov 06, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -299 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -266 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Vestwell Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -185 | -100.0% | Q3 2025 | Dec 05, 2025 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -179 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -141 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -114 | -100.0% | Q3 2025 | Oct 23, 2025 |
| BFSG, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -92 | -100.0% | Q3 2025 | Oct 29, 2025 |
| TruNorth Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -90 | -100.0% | Q3 2025 | Oct 21, 2025 |
| TFC Financial Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q3 2025 | Oct 24, 2025 |
| FIRST HORIZON CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -32 | -100.0% | Q3 2025 | Oct 27, 2025 |
| SIGNATUREFD, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Operose Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Global Wealth Strategies & Associates | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Oct 02, 2025 |