iSHARES TRUST - IXN
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fisher Asset Management, LLC | History | Added to | 3,053,228 | 320,589 | 0.11% | 0.11% | 1 | +57,560 | 1.92% | Q4 2025 | Feb 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,404,883 | 252,512 | 0.02% | 0.02% | 2 | -13,454 | -0.56% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,096,783 | 220,162 | 0.01% | 0.01% | 3 | -86,899 | -3.98% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Reduced | 1,049,090 | 110,154 | 0.01% | 0.01% | 4 | -3,151 | -0.3% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,026,774 | 107,811 | 0.02% | 0.02% | 5 | -20,947 | -2.0% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 954,811 | 100,255 | 0.03% | 0.03% | 6 | +43,586 | 4.78% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 944,545 | 99,177 | 0.02% | — | 7 | +944,545 | New | Q4 2025 | Feb 17, 2026 |
| Portfolio Strategies, Inc. | History | Reduced | 936,140 | 98,278 | 11.38% | 11.42% | 8 | -15,596 | -1.64% | Q4 2025 | Jan 27, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 887,835 | 93,222 | 1.38% | 1.43% | 9 | -34,626 | -3.75% | Q4 2025 | Feb 17, 2026 |
| FIL Ltd | History | Reduced | 750,715 | 79,252 | 0.06% | 0.07% | 10 | -84,474 | -10.11% | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 702,260 | 74,453 | 0.07% | 0.04% | 11 | +304,160 | 76.4% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 563,592 | 59,177 | 0.0% | 0.0% | 12 | -5,082 | -0.89% | Q4 2025 | Feb 12, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 545,249 | 57,251 | 3.36% | 3.21% | 13 | +15,285 | 2.88% | Q4 2025 | Feb 03, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 496,607 | 52,118 | 0.01% | 0.01% | 14 | -39,879 | -7.43% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 453,248 | 47,591 | 0.01% | 0.01% | 15 | -9,265 | -2.0% | Q4 2025 | Jan 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 414,800 | 43,554 | 0.12% | 0.12% | 16 | +8,969 | 2.21% | Q4 2025 | Feb 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 327,675 | 34,405 | 0.01% | 0.01% | 17 | +49,901 | 17.96% | Q4 2025 | Feb 18, 2026 |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE | History | Reduced | 296,349 | 31,116 | 10.05% | 10.33% | 18 | -8,888 | -2.91% | Q4 2025 | Feb 12, 2026 |
| Parallel Advisors, LLC | History | Added to | 286,164 | 30,047 | 0.55% | 0.53% | 19 | +3,990 | 1.41% | Q4 2025 | Feb 11, 2026 |
| Amundi | History | No change | 260,100 | 27,310 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 247,313 | 25,967 | 0.0% | 0.0% | 21 | -1,970 | -0.79% | Q4 2025 | Mar 25, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 241,686 | 25,377 | 0.03% | 0.04% | 22 | -31,490 | -11.53% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 224,535 | 23,576 | 0.03% | 0.01% | 23 | +156,283 | 228.98% | Q4 2025 | Feb 06, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 223,900 | 23,509 | 0.03% | — | 24 | +223,900 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 199,653 | 20,972 | 0.03% | 0.03% | 25 | -13,734 | -6.44% | Q4 2025 | Feb 17, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 199,279 | 20,918 | 0.08% | 0.09% | 26 | -1,615 | -0.8% | Q4 2025 | Feb 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 195,520 | 20,549 | 0.04% | 0.04% | 27 | +6,544 | 3.46% | Q4 2025 | Feb 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 193,781 | 20,347 | 0.01% | 0.01% | 28 | -3,395 | -1.72% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Reduced | 167,943 | 17,634 | 0.02% | 0.02% | 29 | -982 | -0.58% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 144,278 | 15,149 | 0.02% | 0.01% | 30 | +90,011 | 165.87% | Q4 2025 | Feb 13, 2026 |
| M&T BANK CORP | History | Reduced | 128,378 | 13,479 | 0.04% | 0.04% | 31 | -49 | -0.04% | Q4 2025 | Jan 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 126,375 | 13,269 | 0.01% | 0.01% | 32 | +12,262 | 10.75% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 115,998 | 12,179 | 0.14% | 0.11% | 33 | +201 | 0.17% | Q4 2025 | Feb 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 111,303 | 11,686 | 0.1% | 0.1% | 34 | -683 | -0.61% | Q4 2025 | Feb 13, 2026 |
| Rathbones Group PLC | History | Reduced | 99,801 | 10,479 | 0.04% | 0.04% | 35 | -3,062 | -2.98% | Q4 2025 | Feb 06, 2026 |
| Newbridge Financial Services Group, Inc. | History | Added to | 99,153 | 10,411 | 1.62% | 1.38% | 36 | +9,677 | 10.82% | Q4 2025 | Jan 21, 2026 |
| Vickerman Investment Advisors, Inc. | History | Reduced | 98,472 | 10,339 | 2.07% | 2.61% | 37 | -26,372 | -21.12% | Q4 2025 | Feb 12, 2026 |
| Summit Wealth Group, LLC | History | Added to | 97,190 | 10,204 | 2.38% | 2.42% | 38 | +378 | 0.39% | Q4 2025 | Feb 06, 2026 |
| VAUGHAN & Co SECURITIES, INC. | History | Reduced | 91,286 | 9,585 | 4.96% | 5.08% | 39 | -1,353 | -1.46% | Q4 2025 | Jan 28, 2026 |
| New Insight Wealth Advisors | History | Added to | 88,998 | 9,344 | 3.34% | 3.35% | 40 | +2,756 | 3.2% | Q4 2025 | Feb 17, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 87,941 | 9,233 | 0.54% | 0.56% | 41 | -1,299 | -1.46% | Q4 2025 | Feb 17, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 87,033 | 9,138 | 1.34% | 1.37% | 42 | -431 | -0.49% | Q4 2025 | Feb 04, 2026 |
| World Investment Advisors | History | Added to | 85,979 | 9,027 | 0.15% | 0.18% | 43 | +2,064 | 2.46% | Q4 2025 | Mar 12, 2026 |
| Nicholson Meyer Capital Management, Inc. | History | Reduced | 84,895 | 8,913 | 6.74% | 6.82% | 44 | -1,068 | -1.24% | Q4 2025 | Jan 28, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 84,762 | 8,900 | 0.29% | — | 45 | +84,762 | New | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | New | 77,634 | 8,151 | 0.0% | — | 46 | +77,634 | New | Q4 2025 | Feb 12, 2026 |
| SOL Capital Management CO | History | Reduced | 77,200 | 8,106 | 0.73% | 0.72% | 47 | -800 | -1.03% | Q4 2025 | Jan 30, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 76,234 | 8,004 | 0.06% | 0.06% | 48 | +495 | 0.65% | Q4 2025 | Feb 13, 2026 |
| Cardinal Strategic Wealth Guidance | History | Reduced | 74,627 | 7,835 | 2.05% | 2.41% | 49 | -12,151 | -14.0% | Q4 2025 | Jan 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 74,125 | 7,783 | 0.0% | 0.0% | 50 | -4,647 | -5.9% | Q4 2025 | Feb 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 69,485 | 7,485 | 0.01% | 0.01% | 51 | +1,774 | 2.62% | Q4 2025 | Jan 08, 2026 |
| Shira Ridge Wealth Management | History | Reduced | 70,899 | 7,444 | 2.99% | 3.92% | 52 | -18,696 | -20.87% | Q4 2025 | Jan 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 70,406 | 7,392 | 0.15% | 0.15% | 53 | +288 | 0.41% | Q4 2025 | Feb 06, 2026 |
| Mariner, LLC | History | Reduced | 69,888 | 7,338 | 0.01% | 0.01% | 54 | -36 | -0.05% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 69,841 | 7,333 | 0.02% | 0.02% | 55 | +12,122 | 21.0% | Q4 2025 | Feb 13, 2026 |
| Wealthfront Advisers LLC | History | Added to | 68,859 | 7,230 | 0.02% | 0.02% | 56 | +3,363 | 5.13% | Q4 2025 | Jan 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 67,432 | 7,080 | 0.0% | 0.0% | 57 | +4,830 | 7.72% | Q4 2025 | Feb 10, 2026 |
| Cresset Asset Management, LLC | History | Added to | 66,654 | 6,998 | 0.03% | 0.03% | 58 | +347 | 0.52% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 64,977 | 6,822 | 0.03% | 0.03% | 59 | -37 | -0.06% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 64,821 | 6,806 | 0.0% | 0.0% | 60 | +43,663 | 206.37% | Q4 2025 | Feb 17, 2026 |
| Bellwether Advisors, LLC | History | Reduced | 64,198 | 6,740 | 1.08% | 1.1% | 61 | -301 | -0.47% | Q4 2025 | Feb 09, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 50,514 | 5,303 | 2.08% | 2.14% | 62 | -1,074 | -2.08% | Q4 2025 | Feb 04, 2026 |
| DV EQUITIES, LLC | History | New | 50,000 | 5,250 | 0.94% | — | 63 | +50,000 | New | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 49,956 | 5,245 | 0.01% | 0.01% | 64 | -4,067 | -7.53% | Q4 2025 | Feb 02, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 48,982 | 5,143 | 0.29% | 0.31% | 65 | -2,736 | -5.29% | Q4 2025 | Jan 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 48,818 | 5,125 | 0.0% | — | 66 | +48,818 | New | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 47,242 | 4,960 | 0.0% | 0.0% | 67 | -5,440 | -10.33% | Q4 2025 | Feb 13, 2026 |
| SP Asset Management LLC | History | Added to | 44,847 | 4,708 | 0.37% | 0.37% | 68 | +187 | 0.42% | Q4 2025 | Jan 28, 2026 |
| Creative Planning | History | Added to | 41,642 | 4,372 | 0.0% | 0.0% | 69 | +1,980 | 4.99% | Q4 2025 | Feb 17, 2026 |
| FCA CORP /TX | History | Reduced | 41,438 | 4,350 | 1.23% | 1.27% | 70 | -2,822 | -6.38% | Q4 2025 | Feb 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 40,701 | 4,267 | 0.02% | 0.02% | 71 | +207 | 0.51% | Q4 2025 | Feb 12, 2026 |
| Charter Oak Capital Management, LLC | History | Added to | 40,211 | 4,222 | 0.32% | 0.33% | 72 | +47 | 0.12% | Q4 2025 | Jan 23, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 40,060 | 4,206 | 0.03% | 0.01% | 73 | +24,971 | 165.49% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 39,925 | 4,192 | 0.02% | 0.02% | 74 | -1,790 | -4.29% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 37,911 | 3,980 | 0.01% | 0.02% | 75 | -13,390 | -26.1% | Q4 2025 | Feb 18, 2026 |
| Waverly Advisors, LLC | History | Reduced | 37,073 | 3,892 | 0.03% | 0.04% | 76 | -2,082 | -5.32% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 35,565 | 3,734 | 0.01% | 0.01% | 77 | +69 | 0.19% | Q4 2025 | Feb 11, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Reduced | 34,915 | 3,666 | 2.11% | 2.11% | 78 | -227 | -0.65% | Q4 2025 | Jan 15, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | New | 34,902 | 3,664 | 0.5% | — | 79 | +34,902 | New | Q4 2025 | Feb 20, 2026 |
| CWM, LLC | History | Reduced | 34,843 | 3,659 | 0.01% | 0.01% | 80 | -733 | -2.06% | Q4 2025 | Jan 26, 2026 |
| Long Run Wealth Advisors, LLC | History | Added to | 34,280 | 3,599 | 0.68% | 0.66% | 81 | +1,817 | 5.6% | Q4 2025 | Feb 02, 2026 |
| Bernardo Wealth Planning LLC | History | Reduced | 33,491 | 3,516 | 0.67% | 0.68% | 82 | -294 | -0.87% | Q4 2025 | Jan 26, 2026 |
| COMERICA BANK | History | Added to | 32,580 | 3,420 | 0.01% | 0.01% | 83 | +27 | 0.08% | Q4 2025 | Jan 29, 2026 |
| Blue Trust, Inc. | History | Added to | 32,037 | 3,363 | 0.04% | 0.01% | 84 | +27,043 | 541.51% | Q4 2025 | Jan 16, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 31,722 | 3,330 | 0.04% | 0.04% | 85 | -1,030 | -3.14% | Q4 2025 | Feb 05, 2026 |
| EQ LLC | History | Added to | 31,677 | 3,326 | 0.96% | 1.1% | 86 | +378 | 1.21% | Q4 2025 | Feb 10, 2026 |
| DECISION INVESTMENTS, INC | History | New | 31,176 | 3,273 | 3.58% | — | 87 | +31,176 | New | Q4 2025 | Feb 17, 2026 |
| NORTHLAND SECURITIES, INC. | History | New | 30,996 | 3,254 | 3.12% | — | 88 | +30,996 | New | Q4 2025 | Jan 23, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 30,663 | 3,219 | 0.18% | 0.2% | 89 | -402 | -1.29% | Q4 2025 | Feb 04, 2026 |
| J. Mark Nickell & Co. | History | New | 30,389 | 3,190 | 2.95% | — | 90 | +30,389 | New | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 30,190 | 3,169 | 0.04% | 0.04% | 91 | -1,811 | -5.66% | Q4 2025 | Jan 20, 2026 |
| FMR LLC | History | Added to | 29,799 | 3,145 | 0.0% | 0.0% | 92 | +2,886 | 10.72% | Q4 2025 | Feb 17, 2026 |
| CHOREO, LLC | History | Reduced | 28,698 | 3,039 | 0.04% | 0.04% | 93 | -1,610 | -5.31% | Q4 2025 | Jan 23, 2026 |
| Slow Capital, Inc. | History | Reduced | 28,235 | 2,964 | 0.35% | 0.46% | 94 | -10,062 | -26.27% | Q4 2025 | Jan 26, 2026 |
| Equitable Holdings, Inc. | History | Added to | 26,696 | 2,803 | 0.02% | 0.02% | 95 | +3,639 | 15.78% | Q4 2025 | Feb 17, 2026 |
| Western Wealth Management, LLC | History | Reduced | 25,763 | 2,705 | 0.12% | 0.15% | 96 | -1,504 | -5.52% | Q4 2025 | Feb 05, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 25,552 | 2,682 | 0.05% | 0.05% | 97 | -1,396 | -5.18% | Q4 2025 | Feb 04, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 25,059 | 2,631 | 0.18% | 0.18% | 98 | -243 | -0.96% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 24,596 | 2,582 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| MA Private Wealth | History | Reduced | 24,483 | 2,570 | 0.43% | 0.44% | 100 | -646 | -2.57% | Q4 2025 | Feb 03, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 24,248 | 2,546 | 0.7% | 0.54% | 101 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Marotta Asset Management | History | Reduced | 23,666 | 2,484 | 0.46% | 0.67% | 102 | -10,675 | -31.09% | Q4 2025 | Jan 07, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 23,234 | 2,439 | 0.09% | 0.1% | 103 | -730 | -3.05% | Q4 2025 | Feb 17, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 22,990 | 2,413 | 0.26% | 0.27% | 104 | -800 | -3.36% | Q4 2025 | Jan 20, 2026 |
| CITIGROUP INC | History | Added to | 22,877 | 2,402 | 0.0% | 0.0% | 105 | +801 | 3.63% | Q4 2025 | Feb 13, 2026 |
| Keystone Financial Group | History | Reduced | 22,795 | 2,393 | 0.18% | 0.18% | 106 | -418 | -1.8% | Q4 2025 | Feb 06, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | Reduced | 22,600 | 2,373 | 1.58% | 1.63% | 107 | -800 | -3.42% | Q4 2025 | Jan 09, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 22,215 | 2,332 | 0.3% | 0.3% | 108 | -365 | -1.62% | Q4 2025 | Jan 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 22,161 | 2,326 | 0.05% | 0.05% | 109 | -606 | -2.66% | Q4 2025 | Jan 14, 2026 |
| Carnegie Investment Counsel | History | Reduced | 22,057 | 2,315 | 0.04% | 0.04% | 110 | -681 | -2.99% | Q4 2025 | Jan 23, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 21,543 | 2,259 | 0.0% | 0.0% | 111 | -295 | -1.35% | Q4 2025 | Feb 17, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 20,523 | 2,154 | 0.06% | 0.07% | 112 | -1,585 | -7.17% | Q4 2025 | Jan 23, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 20,507 | 2,153 | 0.06% | 0.06% | 113 | -392 | -1.88% | Q4 2025 | Feb 17, 2026 |
| Dentgroup LLC | History | Reduced | 20,104 | 2,110 | 1.45% | 1.37% | 114 | -498 | -2.42% | Q4 2025 | Jan 28, 2026 |
| Patten Group, Inc. | History | Reduced | 20,063 | 2,106 | 0.39% | 0.42% | 115 | -808 | -3.87% | Q4 2025 | Jan 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 19,397 | 2,036 | 0.0% | 0.0% | 116 | +341 | 1.79% | Q4 2025 | Feb 17, 2026 |
| Shum Financial Group, Inc. | History | Reduced | 19,042 | 1,999 | 1.44% | 1.47% | 117 | -58 | -0.3% | Q4 2025 | Jan 15, 2026 |
| Kovack Advisors, Inc. | History | Added to | 18,818 | 1,975 | 0.09% | 0.17% | 118 | +1,377 | 7.9% | Q4 2025 | Feb 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 18,307 | 1,922 | 0.04% | 0.01% | 119 | +11,117 | 154.62% | Q4 2025 | Feb 12, 2026 |
| Columbus Macro, LLC | History | Added to | 18,230 | 1,914 | 0.21% | 0.21% | 120 | +74 | 0.41% | Q4 2025 | Jan 15, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | New | 18,092 | 1,899 | 0.01% | — | 121 | +18,092 | New | Q4 2025 | Feb 12, 2026 |
| Pictet North America Advisors SA | History | No change | 18,050 | 1,895 | 0.18% | 0.17% | 122 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| HSBC HOLDINGS PLC | History | New | 18,000 | 1,890 | 0.0% | — | 123 | +18,000 | New | Q4 2025 | Mar 20, 2026 |
| GeoWealth Management, LLC | History | Reduced | 17,988 | 1,888 | 0.07% | 0.11% | 124 | -12,238 | -40.49% | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 17,941 | 1,883 | 0.05% | 0.05% | 125 | +11 | 0.06% | Q4 2025 | Jan 28, 2026 |
| Dakota Wealth Management | History | Reduced | 17,807 | 1,869 | 0.03% | 0.04% | 126 | -500 | -2.73% | Q4 2025 | Jan 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 17,599 | 1,847 | 0.0% | 0.0% | 127 | -213 | -1.2% | Q4 2025 | Jan 30, 2026 |
| NORTHERN TRUST CORP | History | Added to | 17,432 | 1,830 | 0.0% | 0.0% | 128 | +682 | 4.07% | Q4 2025 | Feb 17, 2026 |
| GREENLEAF TRUST | History | No change | 16,985 | 1,783 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Virtu Financial LLC | History | New | 16,777 | 1,762 | 0.07% | — | 130 | +16,777 | New | Q4 2025 | Feb 23, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 16,698 | 1,753 | 0.1% | 0.1% | 131 | -158 | -0.94% | Q4 2025 | Jan 20, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 16,685 | 1,751 | 0.04% | 0.04% | 132 | -38 | -0.23% | Q4 2025 | Jan 29, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 16,484 | 1,730 | 0.01% | 0.01% | 133 | -1,320 | -7.41% | Q4 2025 | Jan 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 16,204 | 1,701 | 0.02% | 0.0% | 134 | +14,180 | 700.59% | Q4 2025 | Jan 23, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 16,123 | 1,692 | 0.31% | 0.3% | 135 | +59 | 0.37% | Q4 2025 | Jan 16, 2026 |
| Balance Wealth, LLC | History | Added to | 15,824 | 1,661 | 0.53% | 0.37% | 137 | +1,186 | 8.1% | Q4 2025 | Jan 21, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 15,825 | 1,661 | 0.0% | 0.0% | 136 | -121 | -0.76% | Q4 2025 | Feb 13, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 15,750 | 1,653 | 0.06% | 0.06% | 138 | -319 | -1.99% | Q4 2025 | Feb 04, 2026 |
| PFG Advisors | History | Added to | 15,722 | 1,650 | 0.08% | 0.03% | 139 | +8,131 | 107.11% | Q4 2025 | Jan 27, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 14,872 | 1,561 | 0.13% | 0.13% | 140 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 14,836 | 1,557 | 0.17% | 0.17% | 141 | -60 | -0.4% | Q4 2025 | Jan 20, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Reduced | 14,590 | 1,531 | 0.7% | 0.73% | 142 | -24 | -0.16% | Q4 2025 | Jan 16, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 14,545 | 1,527 | 0.02% | 0.02% | 143 | +1,586 | 12.24% | Q4 2025 | Jan 29, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 14,372 | 1,509 | 0.1% | 0.1% | 144 | -585 | -3.91% | Q4 2025 | Jan 23, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 14,272 | 1,499 | 0.17% | 0.17% | 145 | +23 | 0.16% | Q4 2025 | Jan 21, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 14,111 | 1,482 | 0.11% | 0.12% | 146 | -2,046 | -12.66% | Q4 2025 | Feb 10, 2026 |
| Front Row Advisors LLC | History | Reduced | 14,075 | 1,477 | 0.49% | 0.51% | 147 | -585 | -3.99% | Q4 2025 | Feb 12, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 14,015 | 1,471 | 0.0% | 0.01% | 148 | -63,298 | -81.87% | Q4 2025 | Feb 10, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 14,015 | 1,471 | 0.16% | 0.16% | 149 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HANOVER ADVISORS INC | History | Added to | 13,867 | 1,456 | 0.57% | 0.54% | 150 | +370 | 2.74% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 13,697 | 1,438 | 0.0% | — | 151 | +13,697 | New | Q4 2025 | Feb 13, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 13,569 | 1,424 | 0.01% | 0.01% | 152 | -203 | -1.47% | Q4 2025 | Feb 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 13,536 | 1,421 | 0.04% | 0.04% | 153 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Montis Financial, LLC | History | Reduced | 13,347 | 1,401 | 0.28% | 0.47% | 154 | -6,258 | -31.92% | Q4 2025 | Feb 11, 2026 |
| Worth Financial Advisory Group, LLC | History | Reduced | 13,091 | 1,374 | 0.67% | 0.8% | 155 | -756 | -5.46% | Q4 2025 | Jan 16, 2026 |
| Corient Private Wealth LLC | History | Reduced | 13,023 | 1,367 | 0.0% | 0.0% | 156 | -1,266 | -8.86% | Q4 2025 | Mar 09, 2026 |
| Essex Financial Services, Inc. | History | No change | 12,944 | 1,359 | 0.08% | 0.08% | 157 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 12,857 | 1,349 | 0.01% | 0.01% | 158 | +2,225 | 20.93% | Q4 2025 | Feb 18, 2026 |
| Hilltop Holdings Inc. | History | No change | 12,600 | 1,323 | 0.08% | 0.07% | 159 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 12,459 | 1,308 | 0.05% | 0.05% | 160 | -15 | -0.12% | Q4 2025 | Feb 02, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 12,424 | 1,304 | 0.0% | 0.0% | 161 | -1,998 | -13.85% | Q4 2025 | Feb 18, 2026 |
| Oxinas Partners, LLC | History | Reduced | 12,222 | 1,283 | 0.62% | 0.7% | 162 | -418 | -3.31% | Q4 2025 | Jan 26, 2026 |
| BESSEMER GROUP INC | History | Reduced | 12,115 | 1,272 | 0.0% | 0.0% | 163 | -135 | -1.1% | Q4 2025 | Feb 05, 2026 |
| Narus Financial Partners, LLC | History | No change | 12,028 | 1,262 | 0.35% | 0.34% | 164 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Tempo Wealth, LLC | History | New | 11,781 | 1,237 | 0.22% | — | 165 | +11,781 | New | Q4 2025 | Feb 25, 2026 |
| Yukon Wealth Management, Inc. | History | Reduced | 11,924 | 1,235 | 0.71% | 0.47% | 166 | -2,019 | -14.48% | Q4 2025 | Feb 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 11,699 | 1,228 | 0.0% | 0.0% | 167 | -4 | -0.03% | Q4 2025 | Feb 06, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 11,548 | 1,212 | 0.18% | 0.22% | 168 | -1,579 | -12.03% | Q4 2025 | Jan 08, 2026 |
| Quantinno Capital Management LP | History | Added to | 11,510 | 1,208 | 0.0% | 0.0% | 169 | +33 | 0.29% | Q4 2025 | Feb 17, 2026 |
| James Hambro & Partners LLP | History | Reduced | 11,450 | 1,202 | 0.04% | 0.05% | 170 | -1,600 | -12.26% | Q4 2025 | Jan 15, 2026 |
| Sterling Group Wealth Management, LLC | History | Reduced | 11,302 | 1,186 | 0.57% | 0.59% | 171 | -149 | -1.3% | Q4 2025 | Jan 27, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 11,264 | 1,182 | 0.22% | 0.21% | 172 | +89 | 0.8% | Q4 2025 | Feb 17, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | New | 11,249 | 1,181 | 0.07% | — | 173 | +11,249 | New | Q4 2025 | Feb 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 10,863 | 1,140 | 0.01% | 0.01% | 174 | -2,398 | -18.08% | Q4 2025 | Feb 12, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 10,818 | 1,135 | 0.02% | 0.02% | 175 | +1 | 0.01% | Q4 2025 | Jan 22, 2026 |
| GTS SECURITIES LLC | History | New | 10,612 | 1,114 | 0.04% | — | 176 | +10,612 | New | Q4 2025 | Feb 13, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 10,589 | 1,111 | 0.19% | 0.2% | 177 | +45 | 0.43% | Q4 2025 | Feb 02, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 10,534 | 1,106 | 0.03% | 0.02% | 178 | +607 | 6.11% | Q4 2025 | Feb 13, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 10,518 | 1,104 | 0.09% | 0.09% | 179 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Able Wealth Management LLC | History | Reduced | 10,430 | 1,095 | 0.35% | 0.44% | 180 | -856 | -7.58% | Q4 2025 | Jan 27, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 10,246 | 1,075 | 0.16% | — | 181 | +10,246 | New | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Added to | 10,033 | 1,053 | 0.01% | 0.01% | 182 | +271 | 2.78% | Q4 2025 | Feb 13, 2026 |
| Pines Wealth Management, LLC | History | Added to | 10,028 | 1,052 | 0.34% | 0.35% | 183 | +34 | 0.34% | Q4 2025 | Feb 02, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 9,851 | 1,034 | 0.23% | 0.23% | 184 | -17 | -0.17% | Q4 2025 | Feb 11, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 9,729 | 1,021 | 0.14% | 0.17% | 185 | -548 | -5.33% | Q4 2025 | Jan 14, 2026 |
| Merit Financial Group, LLC | History | Reduced | 9,671 | 1,015 | 0.01% | 0.01% | 186 | -233 | -2.35% | Q4 2025 | Jan 26, 2026 |
| Cynosure Group, LLC | History | No change | 9,611 | 1,009 | 0.1% | 0.11% | 187 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 9,500 | 997 | 0.36% | 0.37% | 188 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 9,406 | 987 | 0.21% | 0.21% | 189 | +13 | 0.14% | Q4 2025 | Jan 26, 2026 |
| Gotham Asset Management, LLC | History | No change | 9,358 | 982 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 9,141 | 960 | 0.03% | 0.03% | 191 | +748 | 8.91% | Q4 2025 | Feb 12, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 9,105 | 956 | 0.02% | 0.02% | 192 | -454 | -4.75% | Q4 2025 | Feb 03, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 9,072 | 952 | 0.1% | 0.1% | 193 | -159 | -1.72% | Q4 2025 | Feb 13, 2026 |
| Mutual Advisors, LLC | History | Reduced | 8,825 | 926 | 0.02% | 0.02% | 194 | -154 | -1.72% | Q4 2025 | Feb 02, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 8,581 | 921 | 0.12% | 0.08% | 195 | +2,543 | 42.12% | Q4 2025 | Jan 14, 2026 |
| Composition Wealth, LLC | History | Added to | 8,760 | 919 | 0.01% | 0.01% | 196 | +17 | 0.19% | Q4 2025 | Feb 02, 2026 |
| Summit Financial, LLC | History | Added to | 8,694 | 912 | 0.01% | 0.01% | 197 | +1,521 | 21.2% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 8,653 | 908 | 0.01% | 0.01% | 198 | -426 | -4.69% | Q4 2025 | Jan 26, 2026 |
| Sigma Planning Corp | History | Reduced | 8,644 | 907 | 0.03% | 0.03% | 199 | -546 | -5.94% | Q4 2025 | Jan 30, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 8,612 | 904 | 0.04% | 0.03% | 200 | +1,334 | 18.33% | Q4 2025 | Feb 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 10,031 | 903 | 0.02% | 0.02% | 201 | +881 | 9.63% | Q4 2025 | Feb 11, 2026 |
| Ironwood Financial, llc | History | Reduced | 8,269 | 891 | 0.15% | 0.16% | 202 | -528 | -6.0% | Q4 2025 | Jan 15, 2026 |
| Sageworth Trust Co | History | No change | 8,311 | 872 | 0.04% | 0.04% | 203 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Montecito Bank & Trust | History | Reduced | 8,125 | 853 | 0.14% | 0.13% | 204 | -196 | -2.36% | Q4 2025 | Jan 09, 2026 |
| Global Retirement Partners, LLC | History | Added to | 8,114 | 852 | 0.02% | 0.0% | 205 | +6,622 | 443.83% | Q4 2025 | Feb 06, 2026 |
| Asempa Wealth Advisors | History | New | 8,114 | 851 | 0.73% | — | 206 | +8,114 | New | Q4 2025 | Jan 08, 2026 |
| Bawa N Mallick Trust | History | No change | 8,000 | 840 | 0.31% | 0.31% | 207 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 7,971 | 836 | 0.03% | 0.02% | 208 | +13 | 0.16% | Q4 2025 | Jan 09, 2026 |
| Catalyst Investment Management LLC | History | New | 7,907 | 830 | 0.79% | — | 209 | +7,907 | New | Q4 2025 | Feb 20, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | No change | 7,840 | 823 | 0.25% | 0.25% | 210 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Spire Wealth Management | History | Added to | 7,774 | 816 | 0.03% | 0.03% | 211 | +179 | 2.36% | Q4 2025 | Jan 14, 2026 |
| Lido Advisors, LLC | History | Added to | 7,813 | 806 | 0.0% | 0.0% | 212 | +169 | 2.21% | Q4 2025 | Feb 10, 2026 |
| Sonoma Private Wealth LLC | History | No change | 7,644 | 802 | 0.97% | 0.94% | 213 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 7,494 | 786 | 0.02% | 0.01% | 214 | +2,312 | 44.62% | Q4 2025 | Feb 06, 2026 |
| Lunt Capital Management, Inc. | History | Reduced | 7,406 | 777 | 0.29% | 0.32% | 215 | -685 | -8.47% | Q4 2025 | Jan 23, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 7,384 | 775 | 0.0% | 0.01% | 216 | -319 | -4.14% | Q4 2025 | Jan 29, 2026 |
| Brookstone Capital Management | History | Reduced | 7,306 | 767 | 0.01% | 0.01% | 217 | -619 | -7.81% | Q4 2025 | Jan 15, 2026 |
| ALLIUM FINANCIAL ADVISORS, LLC | History | No change | 7,286 | 765 | 0.61% | 0.62% | 218 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 7,179 | 753 | 0.0% | 0.0% | 219 | +770 | 12.01% | Q4 2025 | Feb 17, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 7,167 | 752 | 0.11% | 0.11% | 220 | +186 | 2.66% | Q4 2025 | Feb 09, 2026 |
| Milestone Asset Management Group, LLC | History | Reduced | 7,032 | 738 | 0.42% | 0.46% | 221 | -18 | -0.26% | Q4 2025 | Feb 03, 2026 |
| BROOKS, MOORE & ASSOCIATES, INC. | History | Reduced | 7,000 | 735 | 0.36% | 0.47% | 222 | -2,000 | -22.22% | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | New | 6,882 | 722 | 0.0% | — | 223 | +6,882 | New | Q4 2025 | Feb 12, 2026 |
| Farmers National Bank | History | New | 6,650 | 698 | 0.16% | — | 225 | +6,650 | New | Q4 2025 | Mar 12, 2026 |
| STEPHENS INC /AR/ | History | Added to | 6,656 | 698 | 0.01% | 0.01% | 224 | +329 | 5.2% | Q4 2025 | Feb 05, 2026 |
| Cerity Partners LLC | History | Reduced | 6,497 | 682 | 0.0% | 0.0% | 226 | -433 | -6.25% | Q4 2025 | Feb 11, 2026 |
| FIFTH THIRD BANCORP | History | No change | 6,426 | 674 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Windsor Capital Management, LLC | History | No change | 6,300 | 661 | 0.18% | 0.18% | 228 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 6,158 | 646 | 0.02% | 0.02% | 229 | -338 | -5.2% | Q4 2025 | Jan 23, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 6,000 | 630 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 5,983 | 628 | 0.07% | 0.08% | 232 | -163 | -2.65% | Q4 2025 | Feb 03, 2026 |
| Clearstead Advisors, LLC | History | No change | 5,981 | 628 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Well Done, LLC | History | No change | 5,937 | 623 | 0.09% | 0.1% | 233 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 5,889 | 618 | 0.09% | 0.09% | 234 | +89 | 1.53% | Q4 2025 | Jan 29, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 5,868 | 616 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 5,828 | 611 | 0.04% | 0.04% | 236 | -1,217 | -17.27% | Q4 2025 | Jan 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 5,800 | 609 | 0.0% | 0.0% | 237 | -1,800 | -23.68% | Q4 2025 | Feb 12, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 5,580 | 585 | 0.0% | 0.0% | 238 | -11 | -0.2% | Q4 2025 | Feb 13, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 5,561 | 583 | 0.04% | 0.04% | 239 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 5,482 | 575 | 0.01% | — | 240 | +5,482 | New | Q4 2025 | Feb 11, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 5,453 | 572 | 0.04% | 0.04% | 241 | +4 | 0.07% | Q4 2025 | Feb 17, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 5,447 | 571 | 0.01% | 0.02% | 242 | -412 | -7.03% | Q4 2025 | Feb 03, 2026 |
| BUCKHEAD CAPITAL MANAGEMENT LLC | History | New | 5,430 | 570 | 0.2% | — | 243 | +5,430 | New | Q4 2025 | Feb 09, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 5,383 | 565 | 0.0% | 0.0% | 244 | +518 | 10.65% | Q4 2025 | Feb 11, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 5,379 | 564 | 0.01% | 0.01% | 245 | -169 | -3.05% | Q4 2025 | Feb 13, 2026 |
| HB Wealth Management, LLC | History | No change | 5,362 | 563 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Empower Advisory Group, LLC | History | Added to | 5,323 | 558 | 0.0% | 0.0% | 247 | +523 | 10.9% | Q4 2025 | Feb 12, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | New | 5,190 | 544 | 0.25% | — | 248 | +5,190 | New | Q4 2025 | Feb 17, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 5,141 | 539 | 0.01% | 0.01% | 249 | -13 | -0.25% | Q4 2025 | Feb 05, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 5,045 | 538 | 0.01% | 0.01% | 250 | +275 | 5.77% | Q4 2025 | Jan 08, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 5,088 | 534 | 0.01% | 0.01% | 251 | +98 | 1.96% | Q4 2025 | Feb 02, 2026 |
| &PARTNERS | History | Reduced | 5,085 | 533 | 0.0% | 0.0% | 252 | -915 | -15.25% | Q4 2025 | Feb 17, 2026 |
| WealthTrust Axiom LLC | History | No change | 5,067 | 532 | 0.14% | 0.14% | 253 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | Reduced | 4,980 | 522 | 0.2% | 0.25% | 254 | -780 | -13.54% | Q4 2025 | Feb 04, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 4,939 | 518 | 0.06% | 0.06% | 255 | +1 | 0.02% | Q4 2025 | Jan 13, 2026 |
| Mandatum Life Insurance Co Ltd | History | No change | 4,846 | 508 | 0.12% | 0.12% | 256 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TABLEAUX LLC | History | Reduced | 4,761 | 499 | 0.35% | 0.39% | 257 | -4,761 | -50.0% | Q4 2025 | Feb 17, 2026 |
| Mountain Capital Investment Advisors Inc. | History | Added to | 4,641 | 497 | 0.08% | 0.08% | 258 | +124 | 2.75% | Q4 2025 | Jan 28, 2026 |
| EVERETT HARRIS & CO /CA/ | History | No change | 4,716 | 495 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 4,684 | 491 | 0.0% | 0.0% | 261 | +2,402 | 105.26% | Q4 2025 | Feb 17, 2026 |
| Tidemark, LLC | History | Reduced | 4,678 | 491 | 0.14% | 0.15% | 262 | -430 | -8.42% | Q4 2025 | Feb 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 4,680 | 491 | 0.01% | 0.01% | 260 | -2 | -0.04% | Q4 2025 | Feb 09, 2026 |
| Tull Financial Group, Inc. | History | No change | 4,668 | 490 | 0.21% | 0.21% | 263 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 4,623 | 485 | 0.03% | 0.04% | 264 | -408 | -8.11% | Q4 2025 | Feb 11, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 4,604 | 483 | 0.02% | 0.02% | 265 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MontVue Capital Management, Inc. | History | No change | 4,596 | 482 | 0.32% | 0.32% | 266 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| EP Wealth Advisors, LLC | History | New | 4,550 | 477 | 0.0% | — | 267 | +4,550 | New | Q4 2025 | Feb 18, 2026 |
| IHT Wealth Management, LLC | History | Added to | 4,544 | 477 | 0.01% | 0.01% | 268 | +39 | 0.87% | Q4 2025 | Feb 17, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 4,456 | 467 | 0.0% | 0.0% | 269 | -41 | -0.91% | Q4 2025 | Feb 13, 2026 |
| Shelter Rock Management, LLC | History | New | 4,410 | 463 | 0.46% | — | 271 | +4,410 | New | Q4 2025 | Feb 09, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 4,414 | 463 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 4,395 | 461 | 0.0% | — | 272 | +4,395 | New | Q4 2025 | Feb 13, 2026 |
| Urban Wealth Management, LLC | History | New | 4,381 | 460 | 0.43% | — | 273 | +4,381 | New | Q4 2025 | Jan 30, 2026 |
| Vise Technologies, Inc. | History | Added to | 4,270 | 448 | 0.01% | 0.01% | 274 | +405 | 10.48% | Q4 2025 | Feb 11, 2026 |
| Prospera Financial Services Inc | History | Reduced | 4,248 | 446 | 0.01% | 0.01% | 275 | -41 | -0.96% | Q4 2025 | Feb 09, 2026 |
| Continuum Advisory, LLC | History | Added to | 4,209 | 441 | 0.04% | 0.04% | 276 | +94 | 2.28% | Q4 2025 | Feb 11, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 4,139 | 434 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NORDEN GROUP LLC | History | Added to | 4,084 | 428 | 0.04% | 0.02% | 278 | +1,804 | 79.12% | Q4 2025 | Jan 13, 2026 |
| ATX Financial Planning, LLC | History | New | 4,068 | 427 | 0.33% | — | 279 | +4,068 | New | Q4 2025 | Feb 19, 2026 |
| COMMERCE BANK | History | Reduced | 4,056 | 425 | 0.0% | 0.0% | 280 | -1,415 | -25.86% | Q4 2025 | Feb 13, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 4,020 | 422 | 0.37% | — | 281 | +4,020 | New | Q4 2025 | Feb 10, 2026 |
| KTF INVESTMENTS, LLC | History | New | 3,961 | 415 | 0.07% | — | 282 | +3,961 | New | Q4 2025 | Jan 30, 2026 |
| PDS Planning, Inc | History | Reduced | 3,943 | 414 | 0.03% | 0.03% | 283 | -58 | -1.45% | Q4 2025 | Jan 26, 2026 |
| Arax Advisory Partners | History | New | 3,903 | 409 | 0.01% | — | 284 | +3,903 | New | Q4 2025 | Feb 13, 2026 |
| EXCALIBUR MANAGEMENT CORP | History | Reduced | 3,857 | 405 | 0.15% | 0.18% | 286 | -936 | -19.53% | Q4 2025 | Feb 10, 2026 |
| ROMANO BROTHERS AND COMPANY | History | No change | 3,865 | 405 | 0.05% | 0.05% | 285 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | No change | 3,839 | 403 | 0.04% | 0.04% | 287 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Savant Capital, LLC | History | Reduced | 3,801 | 399 | 0.0% | 0.0% | 288 | -124 | -3.16% | Q4 2025 | Feb 10, 2026 |
| High Falls Advisors, Inc | History | Reduced | 3,746 | 393 | 0.08% | 0.1% | 289 | -830 | -18.14% | Q4 2025 | Feb 18, 2026 |
| Thomasville National Bank | History | Reduced | 3,715 | 390 | 0.02% | 0.02% | 290 | -36 | -0.96% | Q4 2025 | Jan 26, 2026 |
| Independent Advisor Alliance | History | Reduced | 3,706 | 389 | 0.01% | 0.02% | 292 | -5,496 | -59.73% | Q4 2025 | Feb 04, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 3,708 | 389 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Delta Investment Management, LLC | History | Added to | 3,689 | 387 | 0.07% | 0.07% | 293 | +6 | 0.16% | Q4 2025 | Jan 30, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | New | 3,629 | 381 | 0.02% | — | 294 | +3,629 | New | Q4 2025 | Feb 04, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 3,623 | 380 | 0.06% | 0.07% | 295 | -300 | -7.65% | Q4 2025 | Feb 17, 2026 |
| Intelligence Driven Advisers, LLC | History | Added to | 3,617 | 379 | 0.05% | 0.05% | 296 | +220 | 6.48% | Q4 2025 | Jan 23, 2026 |
| Segment Wealth Management, LLC | History | New | 3,600 | 378 | 0.02% | — | 299 | +3,600 | New | Q4 2025 | Jan 29, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 3,600 | 378 | 0.01% | 0.01% | 298 | -308 | -7.88% | Q4 2025 | Feb 10, 2026 |
| BOSTON RESEARCH & MANAGEMENT INC | History | No change | 3,600 | 378 | 0.09% | 0.08% | 297 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| JB Capital LLC | History | Reduced | 3,597 | 377 | 0.02% | 0.02% | 300 | -970 | -21.24% | Q4 2025 | Jan 20, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 3,600 | 377 | 0.01% | 0.01% | 301 | +5 | 0.14% | Q4 2025 | Jan 07, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 3,576 | 375 | 0.0% | — | 302 | +3,576 | New | Q4 2025 | Feb 17, 2026 |
| BNB Wealth Management, LLC | History | New | 3,533 | 370 | 0.24% | — | 303 | +3,533 | New | Q4 2025 | Feb 17, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 3,512 | 368 | 0.0% | 0.0% | 304 | +200 | 6.04% | Q4 2025 | Feb 11, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 3,500 | 367 | 0.02% | 0.02% | 305 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Minot DeBlois Advisors LLC | History | No change | 3,450 | 362 | 0.33% | 0.32% | 306 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 3,442 | 361 | 0.03% | 0.04% | 307 | -422 | -10.92% | Q4 2025 | Jan 26, 2026 |
| Ignite Planners, LLC | History | No change | 3,376 | 361 | 0.06% | 0.06% | 308 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CoreCap Advisors, LLC | History | Added to | 3,419 | 358 | 0.01% | 0.01% | 309 | +346 | 11.26% | Q4 2025 | Jan 13, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 3,384 | 355 | 0.24% | 0.25% | 310 | -7 | -0.21% | Q4 2025 | Jan 14, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 3,313 | 347 | 0.0% | 0.0% | 311 | -335 | -9.18% | Q4 2025 | Jan 26, 2026 |
| GLENMEDE TRUST CO NA | History | New | 3,300 | 346 | 0.0% | — | 312 | +3,300 | New | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 3,233 | 339 | 0.0% | 0.0% | 313 | +700 | 27.64% | Q4 2025 | Jan 23, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 3,227 | 338 | 0.07% | 0.09% | 314 | -629 | -16.31% | Q4 2025 | Jan 05, 2026 |
| Financial Partners Group, Inc | History | Reduced | 3,148 | 337 | 0.04% | 0.04% | 315 | -94 | -2.9% | Q4 2025 | Feb 03, 2026 |
| United Advisor Group, LLC | History | Added to | 3,200 | 336 | 0.04% | 0.04% | 316 | +416 | 14.94% | Q4 2025 | Jan 26, 2026 |
| MAIRS & POWER INC | History | Reduced | 3,150 | 331 | 0.0% | 0.0% | 317 | -2,432 | -43.57% | Q4 2025 | Feb 17, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | No change | 3,143 | 330 | 0.03% | 0.03% | 318 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PFG Investments, LLC | History | Reduced | 3,132 | 328 | 0.02% | 0.02% | 319 | -65 | -2.03% | Q4 2025 | Jan 26, 2026 |
| Union Bancaire Privee, UBP SA | History | New | 4,124 | 324 | 0.0% | — | 320 | +4,124 | New | Q4 2025 | Jan 05, 2026 |
| Next Level Wealth Planning, LLC | History | No change | 3,079 | 323 | 0.17% | 0.18% | 321 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Seascape Capital Management | History | No change | 3,066 | 322 | 0.09% | 0.09% | 322 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Peak Asset Management, LLC | History | No change | 3,076 | 322 | 0.05% | 0.06% | 323 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Signal Advisors Wealth, LLC | History | New | 3,052 | 320 | 0.03% | — | 324 | +3,052 | New | Q4 2025 | Jan 13, 2026 |
| 4J Wealth Management LLC | History | Reduced | 3,044 | 319 | 0.18% | 0.19% | 326 | -53 | -1.71% | Q4 2025 | Jan 15, 2026 |
| L & S Advisors Inc | History | Added to | 3,040 | 319 | 0.03% | 0.03% | 325 | +27 | 0.9% | Q4 2025 | Feb 05, 2026 |
| Brooklyn Investment Group | History | New | 3,000 | 318 | 0.01% | — | 328 | +3,000 | New | Q4 2025 | Feb 12, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 3,033 | 318 | 0.01% | 0.02% | 327 | -817 | -21.22% | Q4 2025 | Feb 17, 2026 |
| SEARLE & CO. | History | No change | 3,000 | 315 | 0.08% | 0.08% | 329 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| RiverFront Investment Group, LLC | History | No change | 3,000 | 315 | 0.01% | 0.01% | 330 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 3,000 | 315 | 0.03% | 0.03% | 331 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 3,000 | 315 | 0.01% | 0.01% | 332 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| StoneX Group Inc. | History | Added to | 2,968 | 311 | 0.01% | 0.01% | 333 | +126 | 4.43% | Q4 2025 | Feb 12, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 2,955 | 310 | 0.05% | — | 334 | +2,955 | New | Q4 2025 | Feb 12, 2026 |
| Activest Wealth Management | History | New | 2,944 | 309 | 0.06% | — | 335 | +2,944 | New | Q4 2025 | Jan 30, 2026 |
| Arlington Trust Co LLC | History | Reduced | 2,930 | 307 | 0.03% | 0.54% | 336 | -26,200 | -89.94% | Q4 2025 | Jan 30, 2026 |
| VestGen Advisors, LLC | History | Reduced | 2,918 | 306 | 0.01% | 0.01% | 337 | -217 | -6.92% | Q4 2025 | Feb 17, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 2,913 | 305 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 2,889 | 303 | 0.0% | 0.0% | 339 | +553 | 23.67% | Q4 2025 | Feb 02, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 2,875 | 301 | 0.0% | 0.0% | 340 | +355 | 14.09% | Q4 2025 | Feb 12, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 2,852 | 299 | 0.08% | 0.08% | 341 | -46 | -1.59% | Q4 2025 | Jan 07, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 2,835 | 297 | 0.02% | 0.02% | 342 | -174 | -5.78% | Q4 2025 | Feb 06, 2026 |
| Zullo Investment Group, Inc. | History | Added to | 2,813 | 295 | 0.11% | 0.11% | 343 | +2 | 0.07% | Q4 2025 | Jan 26, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 2,791 | 293 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Clarity Wealth Advisors, LLC | History | Reduced | 2,749 | 288 | 0.06% | 0.06% | 345 | -58 | -2.07% | Q4 2025 | Jan 23, 2026 |
| Sovran Advisors, LLC | History | Added to | 2,647 | 284 | 0.02% | 0.03% | 346 | +7 | 0.27% | Q4 2025 | Jan 20, 2026 |
| Trexquant Investment LP | History | Reduced | 2,700 | 283 | 0.0% | 0.0% | 348 | -220 | -7.53% | Q4 2025 | Feb 17, 2026 |
| Plancorp, LLC | History | Added to | 2,699 | 283 | 0.01% | 0.01% | 347 | +6 | 0.22% | Q4 2025 | Feb 05, 2026 |
| Legacy Advisors, LLC | History | No change | 2,700 | 283 | 0.03% | 0.03% | 349 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Naviter Wealth, LLC | History | No change | 2,700 | 283 | 0.04% | 0.03% | 350 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Savvy Advisors, Inc. | History | Added to | 2,688 | 282 | 0.01% | 0.01% | 351 | +271 | 11.21% | Q4 2025 | Jan 20, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 2,679 | 281 | 0.1% | 0.09% | 352 | +19 | 0.71% | Q4 2025 | Jan 28, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 2,622 | 275 | 0.05% | 0.05% | 353 | +8 | 0.31% | Q4 2025 | Feb 11, 2026 |
| SK Wealth Management, LLC | History | Added to | 2,500 | 272 | 0.08% | 0.1% | 354 | +16 | 0.64% | Q4 2025 | Jan 30, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 2,600 | 272 | 0.02% | 0.02% | 355 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Financial Perspectives, Inc | History | Added to | 2,527 | 265 | 0.07% | 0.07% | 356 | +22 | 0.88% | Q4 2025 | Jan 28, 2026 |
| DecisionMap Wealth Management, LLC | History | New | 2,522 | 264 | 0.16% | — | 357 | +2,522 | New | Q4 2025 | Jan 07, 2026 |
| Bellecapital International Ltd. | History | No change | 2,508 | 263 | 0.05% | 0.04% | 358 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | No change | 2,500 | 262 | 0.02% | 0.02% | 359 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 2,466 | 258 | 0.14% | 0.12% | 360 | +281 | 12.86% | Q4 2025 | Feb 24, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 2,453 | 257 | 0.08% | — | 361 | +2,453 | New | Q4 2025 | Feb 11, 2026 |
| Moors & Cabot, Inc. | History | No change | 2,445 | 256 | 0.01% | 0.01% | 362 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 2,423 | 254 | 0.0% | 0.0% | 363 | +390 | 19.18% | Q4 2025 | Jan 05, 2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | History | No change | 2,400 | 252 | 0.15% | 0.14% | 364 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 2,373 | 249 | 0.01% | 0.01% | 365 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Two West Capital Advisors LLC | History | Reduced | 2,364 | 248 | 0.14% | 0.17% | 366 | -212 | -8.23% | Q4 2025 | Jan 13, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 2,337 | 245 | 0.04% | 0.04% | 367 | +3 | 0.13% | Q4 2025 | Feb 03, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 2,329 | 244 | 0.01% | 0.01% | 368 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 2,312 | 242 | 0.0% | 0.0% | 369 | -443 | -16.08% | Q4 2025 | Feb 12, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Reduced | 2,309 | 242 | 0.02% | 0.02% | 370 | -197 | -7.86% | Q4 2025 | Jan 28, 2026 |
| Zhang Financial LLC | History | Reduced | 2,280 | 239 | 0.01% | 0.01% | 371 | -100 | -4.2% | Q4 2025 | Feb 10, 2026 |
| Key FInancial Inc | History | No change | 2,272 | 238 | 0.04% | 0.04% | 372 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Added to | 2,263 | 237 | 0.13% | 0.13% | 373 | +4 | 0.18% | Q4 2025 | Feb 18, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 2,253 | 236 | 0.02% | 0.02% | 374 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Focus Financial Network, Inc. | History | Added to | 2,247 | 235 | 0.01% | 0.01% | 375 | +3 | 0.13% | Q4 2025 | Jan 12, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 2,227 | 233 | 0.02% | 0.02% | 376 | +20 | 0.91% | Q4 2025 | Feb 02, 2026 |
| FLC Capital Advisors | History | No change | 2,208 | 231 | 0.04% | 0.04% | 377 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 2,195 | 230 | 0.17% | 0.17% | 378 | +16 | 0.73% | Q4 2025 | Feb 11, 2026 |
| GoalVest Advisory LLC | History | New | 2,160 | 226 | 0.04% | — | 380 | +2,160 | New | Q4 2025 | Jan 05, 2026 |
| Sunflower Bank, N.A. | History | No change | 2,157 | 226 | 0.06% | 0.05% | 379 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | No change | 2,160 | 226 | 0.14% | 0.15% | 381 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | New | 2,087 | 219 | 0.05% | — | 383 | +2,087 | New | Q4 2025 | Feb 12, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 2,094 | 219 | 0.03% | 0.03% | 382 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Aldebaran Financial Inc. | History | No change | 2,055 | 217 | 0.2% | 0.21% | 384 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 2,058 | 216 | 0.01% | 0.01% | 385 | +18 | 0.88% | Q4 2025 | Jan 29, 2026 |
| CHARTIST INC /CA/ | History | New | 2,049 | 215 | 0.15% | — | 386 | +2,049 | New | Q4 2025 | Feb 10, 2026 |
| Perigon Wealth Management, LLC | History | No change | 2,050 | 215 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| JSF Financial, LLC | History | Added to | 2,017 | 211 | 0.04% | 0.05% | 388 | +18 | 0.9% | Q4 2025 | Feb 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 2,002 | 210 | 0.01% | — | 389 | +2,002 | New | Q4 2025 | Feb 03, 2026 |
| 5th Street Advisors, LLC | History | New | 1,974 | 207 | 0.1% | — | 390 | +1,974 | New | Q4 2025 | Jan 30, 2026 |
| UMB Bank, n.a. | History | No change | 1,955 | 205 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Traynor Capital Management, Inc. | History | No change | 1,959 | 205 | 0.01% | 0.01% | 392 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| J.E. Simmons & Co., P.C. | History | New | 1,950 | 204 | 0.13% | — | 394 | +1,950 | New | Q4 2025 | Feb 13, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 1,950 | 204 | 0.1% | 0.11% | 393 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| PHILADELPHIA TRUST CO | History | New | 1,920 | 202 | 0.01% | — | 395 | +1,920 | New | Q4 2025 | Feb 12, 2026 |
| CENTRAL TRUST Co | History | Added to | 1,918 | 201 | 0.0% | 0.0% | 396 | +8 | 0.42% | Q4 2025 | Feb 02, 2026 |
| Fielder Capital Group LLC | History | New | 1,914 | 200 | 0.04% | — | 397 | +1,914 | New | Q4 2025 | Feb 10, 2026 |
| Kilter Group LLC | History | Reduced | 1,828 | 191 | 0.08% | 0.09% | 398 | -25 | -1.35% | Q4 2025 | Feb 13, 2026 |
| Addison Advisors LLC | History | No change | 1,785 | 187 | 0.04% | 0.04% | 399 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Larson Financial Group LLC | History | Added to | 1,640 | 172 | 0.01% | 0.0% | 400 | +1,373 | 514.23% | Q4 2025 | Feb 06, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,613 | 170 | 0.01% | 0.01% | 402 | +294 | 22.29% | Q4 2025 | Feb 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 1,619 | 170 | 0.01% | 0.01% | 401 | -73 | -4.31% | Q4 2025 | Feb 13, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 1,420 | 149 | 0.01% | 0.01% | 403 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 1,354 | 142 | 0.0% | 0.0% | 404 | -95 | -6.56% | Q4 2025 | Feb 12, 2026 |
| Purpose Unlimited Inc. | History | New | 1,290 | 135 | 0.01% | — | 405 | +1,290 | New | Q4 2025 | Mar 20, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 1,272 | 133 | 0.04% | 0.01% | 406 | +1,200 | 1666.67% | Q4 2025 | Feb 17, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 1,229 | 129 | 0.01% | 0.01% | 407 | +8 | 0.66% | Q4 2025 | Feb 13, 2026 |
| Dunhill Financial, LLC | History | Added to | 1,143 | 119 | 0.03% | 0.0% | 408 | +966 | 545.76% | Q4 2025 | Jan 29, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | New | 1,120 | 117 | 0.03% | — | 409 | +1,120 | New | Q4 2025 | Feb 09, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 1,110 | 116 | 0.03% | — | 410 | +1,110 | New | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,066 | 111 | 0.0% | 0.01% | 411 | -728 | -40.58% | Q4 2025 | Feb 06, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 1,056 | 110 | 0.04% | 0.04% | 412 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Wealth Preservation Advisors, LLC | History | Reduced | 1,036 | 108 | 0.05% | 0.06% | 413 | -24 | -2.26% | Q4 2025 | Feb 23, 2026 |
| Morse Asset Management, Inc | History | No change | 1,000 | 105 | 0.02% | 0.02% | 414 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Root Financial Partners, LLC | History | Reduced | 991 | 104 | 0.01% | 0.01% | 415 | -103 | -9.41% | Q4 2025 | Feb 10, 2026 |
| CX Institutional | History | Added to | 960 | 101 | 0.0% | 0.0% | 416 | +546 | 131.88% | Q4 2025 | Feb 02, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 951 | 99 | 0.0% | — | 417 | +951 | New | Q4 2025 | Feb 09, 2026 |
| WealthShield Partners, LLC | History | No change | 890 | 93 | 0.01% | 0.01% | 418 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Avalon Trust Co | History | No change | 870 | 91 | 0.01% | 0.01% | 419 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NBT BANK N A /NY | History | Added to | 105 | 90 | 0.01% | 0.01% | 420 | +2 | 1.94% | Q4 2025 | Jan 23, 2026 |
| NorthAvenue LLC | History | New | 841 | 88 | 0.07% | — | 422 | +841 | New | Q4 2025 | Apr 02, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 844 | 88 | 0.01% | 0.01% | 421 | -32 | -3.65% | Q4 2025 | Feb 03, 2026 |
| Elevated Capital Advisors, LLC | History | New | 799 | 83 | 0.02% | — | 423 | +799 | New | Q4 2025 | Jan 27, 2026 |
| Archer Investment Corp | History | Added to | 765 | 80 | 0.02% | 0.02% | 424 | +4 | 0.53% | Q4 2025 | Jan 30, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 735 | 77 | 0.02% | 0.02% | 425 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Richardson Capital Management LLC | History | No change | 732 | 76 | 0.04% | 0.04% | 426 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Allworth Financial LP | History | New | 701 | 73 | 0.0% | — | 427 | +701 | New | Q4 2025 | Feb 05, 2026 |
| Sunbelt Securities, Inc. | History | No change | 651 | 68 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Bogart Wealth, LLC | History | No change | 648 | 68 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 599 | 62 | 0.02% | 0.02% | 430 | +5 | 0.84% | Q4 2025 | Feb 06, 2026 |
| Capital Investment Counsel, Inc | History | New | 575 | 60 | 0.01% | — | 431 | +575 | New | Q4 2025 | Jan 23, 2026 |
| SageView Advisory Group, LLC | History | New | 570 | 59 | 0.0% | — | 432 | +570 | New | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 554 | 58 | 0.0% | 0.0% | 433 | -10 | -1.77% | Q4 2025 | Jan 20, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 534 | 56 | 0.02% | 0.02% | 434 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Triumph Capital Management | History | New | 522 | 54 | 0.01% | — | 435 | +522 | New | Q4 2025 | Feb 12, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 514 | 53 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 498 | 52 | 0.01% | 0.01% | 437 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 490 | 51 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | New | 480 | 50 | 0.11% | — | 439 | +480 | New | Q4 2025 | Feb 13, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 464 | 48 | 0.02% | 0.04% | 440 | -532 | -53.41% | Q4 2025 | Feb 18, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 450 | 47 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 442 | 46 | 0.04% | 0.04% | 443 | +4 | 0.91% | Q4 2025 | Jan 26, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 448 | 46 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Reduced | 400 | 42 | 0.02% | 0.02% | 444 | -50 | -11.11% | Q4 2025 | Jan 27, 2026 |
| PFS Partners, LLC | History | Added to | 376 | 39 | 0.02% | 0.02% | 446 | +3 | 0.8% | Q4 2025 | Jan 16, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 375 | 39 | 0.01% | 0.01% | 445 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ancora Advisors LLC | History | No change | 354 | 37 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| West Branch Capital LLC | History | No change | 353 | 37 | 0.01% | 0.01% | 448 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 325 | 34 | 0.02% | 0.02% | 449 | +3 | 0.93% | Q4 2025 | Feb 09, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 321 | 33 | 0.0% | 0.0% | 450 | +3 | 0.94% | Q4 2025 | Feb 10, 2026 |
| EFG International AG | History | New | 300 | 31 | 0.0% | — | 451 | +300 | New | Q4 2025 | Feb 17, 2026 |
| Colonial Trust Advisors | History | No change | 294 | 30 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Founders Financial Alliance, LLC | History | No change | 282 | 29 | 0.01% | 0.01% | 453 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 271 | 28 | 0.02% | — | 454 | +271 | New | Q4 2025 | Feb 19, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 266 | 27 | 0.01% | — | 458 | +266 | New | Q4 2025 | Feb 05, 2026 |
| Capital Analysts, LLC | History | Added to | 261 | 27 | 0.0% | 0.0% | 456 | +2 | 0.77% | Q4 2025 | Feb 11, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 250 | 27 | 0.01% | 0.01% | 455 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Founders Capital Management | History | No change | 266 | 27 | 0.01% | 0.01% | 457 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| ORG Wealth Partners, LLC | History | No change | 266 | 27 | 0.01% | 0.01% | 459 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 242 | 25 | 0.0% | — | 460 | +242 | New | Q4 2025 | Jan 21, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 222 | 23 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 210 | 22 | 0.0% | — | 463 | +210 | New | Q4 2025 | Feb 13, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 210 | 22 | 0.01% | 0.01% | 462 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Abound Wealth Management | History | No change | 219 | 22 | 0.01% | 0.01% | 464 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| TSFG, LLC | History | No change | 192 | 20 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 189 | 19 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| HHM Wealth Advisors, LLC | History | New | 178 | 18 | 0.0% | — | 467 | +178 | New | Q4 2025 | Jan 22, 2026 |
| HOWE & RUSLING INC | History | No change | 166 | 17 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Orion Capital Management LLC | History | New | 149 | 15 | 0.01% | — | 469 | +149 | New | Q4 2025 | Feb 03, 2026 |
| DecisionPoint Financial, LLC | History | New | 127 | 13 | 0.0% | — | 470 | +127 | New | Q4 2025 | Jan 29, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 113 | 11 | 0.01% | 0.01% | 471 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| North Star Investment Management Corp. | History | New | 95 | 9 | 0.0% | — | 472 | +95 | New | Q4 2025 | Jan 30, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 80 | 8 | 0.0% | 0.0% | 474 | -298 | -78.84% | Q4 2025 | Jan 21, 2026 |
| Westside Investment Management, Inc. | History | No change | 85 | 8 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Byrne Asset Management LLC | History | Reduced | 76 | 7 | 0.0% | 0.01% | 476 | -20 | -20.83% | Q4 2025 | Jan 12, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 67 | 7 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 53 | 5 | 0.0% | — | 479 | +53 | New | Q4 2025 | Feb 17, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 49 | 5 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 52 | 5 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 50 | 5 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Imprint Wealth LLC | History | No change | 38 | 3 | 0.01% | 0.01% | 481 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 24 | 2 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Central Pacific Bank - Trust Division | History | New | 17 | 1 | 0.0% | — | 485 | +17 | New | Q4 2025 | Jan 07, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 12 | 1 | 0.0% | — | 483 | +6 | 100.0% | Q4 2025 | Jan 30, 2026 |
| Advanced Asset Management Advisors Inc | History | No change | 18 | 1 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -25,700 | -100.0% | Q3 2025 | Nov 13, 2025 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Closed out | 0 | 0 | — | 0.0% | — | -20,888 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -6,981 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,746 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Summit Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,949 | -100.0% | Q3 2025 | Oct 21, 2025 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Closed out | 0 | 0 | — | 0.0% | — | -3,856 | -100.0% | Q3 2025 | Nov 04, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,526 | -100.0% | Q3 2025 | Oct 14, 2025 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,497 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -2,459 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Citizens Business Bank | History | Closed out | 0 | 0 | — | 0.04% | — | -2,317 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisors Preferred, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,166 | -100.0% | Q3 2025 | Nov 10, 2025 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.1% | — | -2,048 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,062 | -100.0% | Q3 2025 | Nov 18, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -1,009 | -100.0% | Q3 2025 | Oct 09, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -783 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Northwest Capital Management Inc | History | Closed out | 0 | 0 | — | 0.06% | — | -600 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Rice Partnership, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -494 | -100.0% | Q3 2025 | Nov 10, 2025 |
| MANNING & NAPIER ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -381 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -155 | -100.0% | Q3 2025 | Nov 06, 2025 |
| ASHTON THOMAS SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Y.D. More Investments Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -92 | -100.0% | Q3 2025 | Oct 29, 2025 |
| KERR FINANCIAL PLANNING Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -75 | -100.0% | Q3 2025 | Nov 25, 2025 |
| Premier Financial Group | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Parkside Financial Bank & Trust | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Sankala Group LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Mar 02, 2026 |
| Keener Financial Planning LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Retirement Wealth Solutions LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |