iSHARES TRUST - IYF
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dynasty Wealth Management, LLC | History | Added to | 1,762,552 | 227,245 | 2.23% | 0.46% | 1 | +1,489,376 | 545.21% | Q4 2025 | Feb 10, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 1,733,313 | 223,476 | 0.08% | 0.08% | 2 | -50,544 | -2.83% | Q4 2025 | Feb 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,568,448 | 202,220 | 0.01% | 0.01% | 3 | -18,071 | -1.14% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 1,551,356 | 200,016 | 0.01% | 0.01% | 4 | +578 | 0.04% | Q4 2025 | Feb 13, 2026 |
| Phoenix Financial Ltd. | History | No change | 1,196,572 | 154,274 | 1.67% | 1.85% | 5 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,053,341 | 135,807 | 0.01% | 0.0% | 6 | +682,543 | 184.07% | Q4 2025 | Feb 11, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 826,819 | 106,601 | 1.94% | 0.59% | 7 | +588,659 | 247.17% | Q4 2025 | Jan 07, 2026 |
| HSBC HOLDINGS PLC | History | New | 805,296 | 103,826 | 0.05% | — | 8 | +805,296 | New | Q4 2025 | Mar 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 656,867 | 84,689 | 0.05% | 0.06% | 9 | -8,245 | -1.24% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 618,451 | 79,736 | 0.01% | 0.01% | 10 | -33,892 | -5.2% | Q4 2025 | Mar 25, 2026 |
| LPL Financial LLC | History | Reduced | 614,253 | 79,195 | 0.02% | 0.03% | 11 | -95,369 | -13.44% | Q4 2025 | Feb 11, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 589,925 | 76,059 | 1.12% | 1.15% | 12 | -12,109 | -2.01% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 475,686 | 61,330 | 0.0% | 0.0% | 13 | +1,747 | 0.37% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 452,902 | 58,392 | 0.01% | 0.01% | 14 | -77,224 | -14.57% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 418,923 | 54,011 | 0.01% | 0.01% | 15 | +19,167 | 4.79% | Q4 2025 | Jan 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 418,874 | 54,005 | 0.3% | 0.23% | 16 | +101,848 | 32.13% | Q4 2025 | Feb 12, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 363,453 | 46,859 | 0.77% | — | 17 | +363,453 | New | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 362,880 | 46,786 | 0.02% | 0.03% | 18 | -337,018 | -48.15% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 288,942 | 37,253 | 0.01% | — | 19 | +288,942 | New | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Reduced | 285,465 | 36,805 | 0.0% | 0.0% | 20 | -3,547 | -1.23% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 272,810 | 35,173 | 0.02% | 0.01% | 21 | +40,008 | 17.19% | Q4 2025 | Feb 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 247,028 | 31,849 | 0.01% | 0.01% | 22 | +51,894 | 26.59% | Q4 2025 | Feb 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 214,665 | 27,676 | 0.04% | 0.04% | 23 | -29,189 | -11.97% | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Added to | 211,661 | 27,289 | 0.01% | 0.0% | 24 | +196,072 | 1257.76% | Q4 2025 | Feb 13, 2026 |
| Magnus Financial Group LLC | History | Added to | 200,660 | 25,871 | 1.98% | 2.0% | 25 | +848 | 0.42% | Q4 2025 | Jan 07, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 198,902 | 25,648 | 0.02% | 0.01% | 26 | +86,052 | 76.25% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 194,983 | 25,139 | 0.1% | 0.08% | 27 | +58,915 | 43.3% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 186,425 | 24,056 | 0.04% | 0.04% | 28 | -12,067 | -6.08% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 174,855 | 22,541 | 0.01% | 0.01% | 29 | -9,239 | -5.02% | Q4 2025 | Feb 17, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 164,869 | 21,251 | 0.09% | 0.09% | 30 | -43 | -0.03% | Q4 2025 | Feb 12, 2026 |
| AlphaCore Capital LLC | History | Added to | 163,661 | 21,100 | 0.47% | 0.07% | 31 | +148,034 | 947.3% | Q4 2025 | Feb 05, 2026 |
| Cetera Investment Advisers | History | Reduced | 149,204 | 19,236 | 0.02% | 0.02% | 32 | -11,563 | -7.19% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 141,296 | 18,217 | 0.03% | 0.03% | 33 | +4,909 | 3.6% | Q4 2025 | Feb 05, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Added to | 129,156 | 16,652 | 3.02% | 2.93% | 34 | +10,616 | 8.96% | Q4 2025 | Feb 17, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 117,282 | 15,121 | 0.89% | 0.87% | 35 | +600 | 0.51% | Q4 2025 | Feb 03, 2026 |
| XML Financial, LLC | History | Added to | 112,672 | 14,526 | 1.18% | 1.15% | 36 | +820 | 0.73% | Q4 2025 | Feb 11, 2026 |
| Advisory Services Network, LLC | History | Added to | 104,685 | 13,497 | 0.19% | 0.17% | 37 | +10,551 | 11.21% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 101,240 | 13,053 | 0.03% | 0.05% | 38 | -37,508 | -27.03% | Q4 2025 | Feb 05, 2026 |
| &PARTNERS | History | Added to | 99,673 | 12,850 | 0.07% | 0.0% | 39 | +94,679 | 1895.86% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 96,496 | 12,441 | 0.07% | 0.05% | 40 | +24,217 | 33.5% | Q4 2025 | Jan 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 92,026 | 11,864 | 0.0% | 0.01% | 41 | -48,762 | -34.64% | Q4 2025 | Feb 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 91,910 | 11,849 | 0.01% | 0.01% | 42 | +13,735 | 17.57% | Q4 2025 | Feb 17, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 88,935 | 11,466 | 5.04% | — | 43 | +88,935 | New | Q4 2025 | Mar 10, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 75,709 | 9,761 | 0.06% | 0.07% | 44 | -6,036 | -7.38% | Q4 2025 | Feb 17, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 65,415 | 8,434 | 2.25% | 2.28% | 45 | +813 | 1.26% | Q4 2025 | Jan 27, 2026 |
| WealthCare Asset Management, LLC | History | New | 64,107 | 8,011 | 5.06% | — | 46 | +64,107 | New | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 60,152 | 7,755 | 0.04% | 0.02% | 47 | +26,055 | 76.41% | Q4 2025 | Feb 17, 2026 |
| Stillwater Capital Advisors, LLC | History | Reduced | 59,714 | 7,698 | 0.83% | 0.85% | 48 | -244 | -0.41% | Q4 2025 | Jan 14, 2026 |
| Finley Financial, LLC | History | Reduced | 58,550 | 7,548 | 3.46% | 4.11% | 49 | -11,670 | -16.62% | Q4 2025 | Jan 21, 2026 |
| WASHINGTON TRUST Co | History | Reduced | 56,428 | 7,275 | 0.24% | 0.25% | 50 | -3,327 | -5.57% | Q4 2025 | Feb 10, 2026 |
| First Citizens Financial Corp | History | Reduced | 54,423 | 7,016 | 3.47% | 3.51% | 51 | -1,573 | -2.81% | Q4 2025 | Jan 06, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 51,738 | 6,670 | 0.07% | 0.15% | 52 | -63,858 | -55.24% | Q4 2025 | Feb 13, 2026 |
| Zurich Insurance Group Ltd/FI | History | No change | 50,250 | 6,525 | 0.05% | 0.05% | 53 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 50,166 | 6,467 | 0.9% | 0.48% | 54 | +24,127 | 92.66% | Q4 2025 | Jan 06, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 47,948 | 6,182 | 0.01% | 0.01% | 55 | +3,020 | 6.72% | Q4 2025 | Feb 11, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 44,031 | 5,676 | 0.02% | 0.03% | 56 | -6,012 | -12.01% | Q4 2025 | Feb 18, 2026 |
| Centerline Wealth Advisors, LLC | History | New | 41,516 | 5,352 | 1.94% | — | 57 | +41,516 | New | Q4 2025 | Jan 08, 2026 |
| Mariner, LLC | History | Reduced | 40,798 | 5,260 | 0.01% | 0.01% | 58 | -3,768 | -8.45% | Q4 2025 | Feb 13, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 36,645 | 4,724 | 0.16% | 0.15% | 59 | +2,785 | 8.23% | Q4 2025 | Feb 13, 2026 |
| HC Advisors, LLC | History | Added to | 36,048 | 4,647 | 3.22% | 3.21% | 60 | +16 | 0.04% | Q4 2025 | Feb 11, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 36,022 | 4,646 | 0.04% | — | 61 | +36,022 | New | Q4 2025 | Feb 18, 2026 |
| Eagle Strategies LLC | History | Reduced | 35,838 | 4,620 | 0.59% | 0.68% | 62 | -4,362 | -10.85% | Q4 2025 | Jan 23, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 35,362 | 4,559 | 0.34% | 0.37% | 63 | -2,066 | -5.52% | Q4 2025 | Jan 20, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Reduced | 34,130 | 4,400 | 0.69% | 0.72% | 64 | -380 | -1.1% | Q4 2025 | Feb 11, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 33,620 | 4,334 | 0.01% | 0.01% | 65 | +1,883 | 5.93% | Q4 2025 | Feb 02, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 32,901 | 4,241 | 0.03% | 0.05% | 66 | -19,958 | -37.76% | Q4 2025 | Feb 17, 2026 |
| KKM Financial LLC | History | Added to | 32,159 | 4,146 | 0.74% | 1.28% | 67 | +119 | 0.37% | Q4 2025 | Feb 18, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 31,839 | 4,105 | 0.31% | 0.32% | 68 | +62 | 0.2% | Q4 2025 | Jan 09, 2026 |
| SYON CAPITAL LLC | History | Added to | 31,768 | 4,095 | 0.2% | 0.21% | 69 | +543 | 1.74% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 30,978 | 3,994 | 0.0% | 0.0% | 70 | +756 | 2.5% | Q4 2025 | Feb 06, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 30,877 | 3,981 | 0.05% | 0.06% | 71 | -11,812 | -27.67% | Q4 2025 | Jan 20, 2026 |
| Focus Partners Wealth | History | Added to | 29,536 | 3,808 | 0.0% | 0.0% | 72 | +26,895 | 1018.36% | Q4 2025 | Feb 13, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Added to | 28,943 | 3,731 | 1.69% | 1.07% | 73 | +11,354 | 64.55% | Q4 2025 | Jan 16, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 26,926 | 3,471 | 0.01% | 0.01% | 74 | +86 | 0.32% | Q4 2025 | Mar 16, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 26,214 | 3,404 | 0.13% | 0.0% | 75 | +26,055 | 16386.79% | Q4 2025 | Feb 13, 2026 |
| Colony Family Offices, LLC | History | No change | 25,681 | 3,311 | 0.83% | 0.84% | 76 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Somerset Group LLC | History | Added to | 24,848 | 3,251 | 2.45% | 2.49% | 77 | +12 | 0.05% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 25,079 | 3,233 | 0.0% | 0.0% | 78 | +1,880 | 8.1% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 24,582 | 3,169 | 0.0% | 0.0% | 79 | -359 | -1.44% | Q4 2025 | Feb 06, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 23,944 | 3,087 | 0.08% | 0.07% | 80 | +749 | 3.23% | Q4 2025 | Jan 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 23,442 | 3,022 | 0.0% | 0.0% | 81 | -49,088 | -67.68% | Q4 2025 | Feb 17, 2026 |
| Kovack Advisors, Inc. | History | Added to | 22,658 | 2,921 | 0.14% | 0.23% | 82 | +3,304 | 17.07% | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Reduced | 20,987 | 2,706 | 0.04% | 0.07% | 83 | -12,748 | -37.79% | Q4 2025 | Feb 09, 2026 |
| Wealthstar Advisors, LLC | History | New | 20,943 | 2,700 | 1.19% | — | 84 | +20,943 | New | Q4 2025 | Jan 30, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 20,520 | 2,660 | 0.78% | 0.8% | 85 | +697 | 3.52% | Q4 2025 | Jan 06, 2026 |
| CX Institutional | History | Added to | 19,977 | 2,576 | 0.08% | 0.07% | 86 | +799 | 4.17% | Q4 2025 | Feb 02, 2026 |
| Nvest Financial, LLC | History | Added to | 19,596 | 2,526 | 1.05% | 0.95% | 87 | +6,503 | 49.67% | Q4 2025 | Feb 10, 2026 |
| Avior Wealth Management, LLC | History | Added to | 19,570 | 2,523 | 0.08% | 0.07% | 88 | +1,536 | 8.52% | Q4 2025 | Jan 06, 2026 |
| Spire Wealth Management | History | Added to | 19,546 | 2,520 | 0.08% | 0.08% | 89 | +1,062 | 5.75% | Q4 2025 | Jan 14, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | New | 19,005 | 2,450 | 0.0% | — | 90 | +19,005 | New | Q4 2025 | Feb 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 18,277 | 2,356 | 0.01% | 0.01% | 91 | -4 | -0.02% | Q4 2025 | Feb 09, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | No change | 17,658 | 2,276 | 1.1% | 1.08% | 92 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 17,472 | 2,252 | 0.13% | 0.14% | 93 | +755 | 4.52% | Q4 2025 | Feb 10, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 17,451 | 2,249 | 0.12% | 0.05% | 94 | +10,456 | 149.48% | Q4 2025 | Jan 07, 2026 |
| Apeiron RIA LLC | History | Reduced | 17,385 | 2,235 | 0.45% | 0.51% | 95 | -1,111 | -6.01% | Q4 2025 | Feb 03, 2026 |
| Mutual Advisors, LLC | History | Reduced | 16,915 | 2,180 | 0.05% | 0.05% | 96 | -47 | -0.28% | Q4 2025 | Feb 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 16,742 | 2,158 | 0.01% | 0.01% | 97 | +957 | 6.06% | Q4 2025 | Feb 13, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 16,617 | 2,142 | 0.01% | 0.01% | 98 | -91 | -0.54% | Q4 2025 | Jan 12, 2026 |
| Creative Planning | History | Added to | 16,599 | 2,140 | 0.0% | 0.0% | 99 | +358 | 2.2% | Q4 2025 | Feb 17, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | Reduced | 16,528 | 2,130 | 0.92% | 1.01% | 100 | -80 | -0.48% | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | Added to | 16,499 | 2,127 | 0.02% | 0.02% | 101 | +986 | 6.36% | Q4 2025 | Feb 05, 2026 |
| Trademark Financial Management, LLC | History | Added to | 16,286 | 2,099 | 1.15% | 1.12% | 102 | +1,057 | 6.94% | Q4 2025 | Jan 28, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 15,929 | 2,053 | 0.13% | 0.14% | 103 | -796 | -4.76% | Q4 2025 | Feb 03, 2026 |
| Corient Private Wealth LLC | History | Reduced | 15,906 | 2,050 | 0.0% | 0.01% | 104 | -13,839 | -46.53% | Q4 2025 | Mar 09, 2026 |
| Allen Investment Management, LLC | History | New | 15,835 | 2,041 | 0.02% | — | 105 | +15,835 | New | Q4 2025 | Feb 10, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 15,700 | 2,024 | 0.0% | 0.0% | 106 | +2,100 | 15.44% | Q4 2025 | Feb 12, 2026 |
| Virtue Capital Management, LLC | History | New | 15,515 | 2,011 | 0.31% | — | 107 | +15,515 | New | Q4 2025 | Feb 18, 2026 |
| Safe Harbor Fiduciary, LLC | History | New | 15,071 | 1,943 | 1.72% | — | 108 | +15,071 | New | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | No change | 15,022 | 1,936 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 14,501 | 1,869 | 0.16% | 0.16% | 110 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 14,163 | 1,826 | 0.06% | 0.16% | 111 | -21,355 | -60.12% | Q4 2025 | Jan 13, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | Reduced | 13,664 | 1,761 | 0.6% | 0.61% | 113 | -726 | -5.05% | Q4 2025 | Jan 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 13,665 | 1,761 | 0.0% | 0.0% | 112 | +103 | 0.76% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 13,053 | 1,683 | 0.0% | 0.0% | 114 | +2,257 | 20.91% | Q4 2025 | Feb 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 12,980 | 1,673 | 0.0% | 0.0% | 115 | -38 | -0.29% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 12,973 | 1,672 | 0.0% | 0.0% | 116 | +837 | 6.9% | Q4 2025 | Feb 17, 2026 |
| Essex LLC | History | Reduced | 12,934 | 1,667 | 0.3% | 0.3% | 117 | -8 | -0.06% | Q4 2025 | Jan 20, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 12,727 | 1,640 | 0.04% | 0.01% | 118 | +10,708 | 530.36% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 12,569 | 1,620 | 0.0% | 0.0% | 119 | +2,812 | 28.82% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 12,458 | 1,606 | 0.0% | 0.0% | 120 | +1,273 | 11.38% | Q4 2025 | Feb 18, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 12,351 | 1,592 | 0.0% | — | 121 | +12,351 | New | Q4 2025 | Feb 17, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 12,506 | 1,587 | 0.34% | 0.31% | 122 | +1,280 | 11.4% | Q4 2025 | Feb 05, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 12,138 | 1,565 | 0.02% | 0.02% | 123 | -624 | -4.89% | Q4 2025 | Feb 10, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 12,144 | 1,565 | 0.05% | 0.05% | 124 | -56 | -0.46% | Q4 2025 | Feb 13, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 11,971 | 1,543 | 1.06% | 0.97% | 125 | +1,103 | 10.15% | Q4 2025 | Jan 14, 2026 |
| Genesee Capital Advisors, LLC | History | Reduced | 11,892 | 1,533 | 0.62% | 0.68% | 126 | -386 | -3.14% | Q4 2025 | Jan 16, 2026 |
| Merit Financial Group, LLC | History | Added to | 11,769 | 1,517 | 0.01% | 0.01% | 127 | +3,034 | 34.73% | Q4 2025 | Jan 26, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 11,408 | 1,517 | 0.0% | 0.0% | 128 | +342 | 3.09% | Q4 2025 | Jan 08, 2026 |
| GAM Holding AG | History | New | 11,680 | 1,505 | 0.1% | — | 129 | +11,680 | New | Q4 2025 | Feb 17, 2026 |
| Navis Wealth Advisors, LLC | History | Added to | 11,429 | 1,473 | 0.62% | 1.08% | 130 | +51 | 0.45% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Reduced | 11,082 | 1,428 | 0.01% | 0.01% | 131 | -570 | -4.89% | Q4 2025 | Feb 13, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 11,034 | 1,422 | 0.23% | 0.25% | 132 | +29 | 0.26% | Q4 2025 | Jan 26, 2026 |
| Nikulski Financial, Inc. | History | Added to | 10,989 | 1,416 | 0.34% | 0.34% | 133 | +376 | 3.54% | Q4 2025 | Jan 15, 2026 |
| Cerity Partners LLC | History | Added to | 10,673 | 1,376 | 0.0% | 0.0% | 134 | +1,880 | 21.38% | Q4 2025 | Feb 11, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 10,643 | 1,372 | 0.31% | 0.33% | 135 | +78 | 0.74% | Q4 2025 | Feb 11, 2026 |
| Sigma Planning Corp | History | Added to | 10,615 | 1,368 | 0.04% | 0.04% | 136 | +30 | 0.28% | Q4 2025 | Jan 30, 2026 |
| COMMERCE BANK | History | No change | 10,570 | 1,362 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 10,449 | 1,347 | 0.02% | 0.02% | 138 | +12 | 0.11% | Q4 2025 | Jan 29, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Reduced | 10,421 | 1,343 | 0.45% | 0.71% | 139 | -5,867 | -36.02% | Q4 2025 | Feb 06, 2026 |
| Lido Advisors, LLC | History | Added to | 10,498 | 1,339 | 0.0% | 0.0% | 140 | +4,142 | 65.17% | Q4 2025 | Feb 10, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 10,307 | 1,328 | 0.14% | 0.06% | 141 | +6,301 | 157.29% | Q4 2025 | Jan 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 9,901 | 1,276 | 0.0% | 0.01% | 142 | -502 | -4.83% | Q4 2025 | Feb 12, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 9,426 | 1,215 | 0.05% | 0.06% | 143 | -3,159 | -25.1% | Q4 2025 | Feb 17, 2026 |
| One Charles Private Wealth Services, LLC | History | Reduced | 9,161 | 1,181 | 0.31% | 0.31% | 144 | -202 | -2.16% | Q4 2025 | Feb 06, 2026 |
| Wealth Management Partners, LLC | History | Reduced | 9,131 | 1,177 | 0.34% | 0.37% | 145 | -61 | -0.66% | Q4 2025 | Jan 12, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 9,063 | 1,168 | 0.01% | 0.01% | 146 | -194 | -2.1% | Q4 2025 | Feb 05, 2026 |
| Glenview Trust Co | History | Added to | 9,020 | 1,162 | 0.02% | 0.01% | 147 | +3,697 | 69.45% | Q4 2025 | Feb 09, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 8,945 | 1,153 | 0.02% | 0.03% | 148 | -1,039 | -10.41% | Q4 2025 | Feb 13, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 8,924 | 1,150 | 0.04% | 0.09% | 149 | -2,483 | -21.77% | Q4 2025 | Feb 04, 2026 |
| Baird Financial Group, Inc. | History | Added to | 8,911 | 1,148 | 0.0% | 0.0% | 150 | +305 | 3.54% | Q4 2025 | Feb 13, 2026 |
| MAGNOLIA CAPITAL MANAGEMENT LTD | History | No change | 8,845 | 1,140 | 0.85% | 0.86% | 151 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Chesapeake Wealth Management | History | Reduced | 8,814 | 1,136 | 0.34% | 0.35% | 152 | -143 | -1.6% | Q4 2025 | Feb 03, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 8,770 | 1,130 | 0.05% | 0.05% | 153 | -140 | -1.57% | Q4 2025 | Jan 14, 2026 |
| Financial Freedom, LLC | History | Reduced | 8,717 | 1,123 | 0.56% | 0.62% | 154 | -1,072 | -10.95% | Q4 2025 | Feb 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 8,661 | 1,116 | 0.0% | 0.0% | 155 | +195 | 2.3% | Q4 2025 | Feb 17, 2026 |
| ALLSTATE CORP | History | Reduced | 8,650 | 1,115 | 0.02% | 0.05% | 156 | -8,893 | -50.69% | Q4 2025 | Feb 09, 2026 |
| Tidemark, LLC | History | Added to | 8,625 | 1,112 | 0.32% | 0.3% | 157 | +446 | 5.45% | Q4 2025 | Feb 10, 2026 |
| Biondo Investment Advisors, LLC | History | Added to | 8,363 | 1,078 | 0.13% | 0.13% | 158 | +163 | 1.99% | Q4 2025 | Feb 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 8,286 | 1,068 | 0.01% | 0.01% | 159 | +4 | 0.05% | Q4 2025 | Jan 21, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 8,207 | 1,058 | 0.0% | 0.0% | 160 | +188 | 2.34% | Q4 2025 | Feb 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 8,094 | 1,043 | 0.02% | 0.03% | 161 | -3,216 | -28.44% | Q4 2025 | Feb 09, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 7,913 | 1,020 | 0.03% | 0.04% | 162 | +251 | 3.28% | Q4 2025 | Jan 30, 2026 |
| Ancora Advisors LLC | History | Added to | 7,579 | 977 | 0.02% | 0.02% | 163 | +11 | 0.15% | Q4 2025 | Feb 17, 2026 |
| HF Advisory Group, LLC | History | Added to | 7,566 | 975 | 0.34% | 0.34% | 164 | +222 | 3.02% | Q4 2025 | Jan 23, 2026 |
| Tepp RIA, LLC | History | Added to | 7,497 | 966 | 0.96% | 1.05% | 165 | +187 | 2.56% | Q4 2025 | Feb 04, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 7,374 | 950 | 0.33% | 0.33% | 166 | +130 | 1.79% | Q4 2025 | Jan 20, 2026 |
| Brendel Financial Advisors LLC | History | New | 7,082 | 913 | 0.45% | — | 167 | +7,082 | New | Q4 2025 | Jan 26, 2026 |
| Haverford Trust Co | History | No change | 7,041 | 907 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Stratos Investment Management, LLC | History | Added to | 7,026 | 905 | 0.04% | 0.04% | 169 | +133 | 1.93% | Q4 2025 | Jan 20, 2026 |
| HFG Advisors, Inc. | History | No change | 6,981 | 900 | 0.65% | 0.65% | 170 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 6,918 | 891 | 0.11% | 0.15% | 171 | -1,482 | -17.64% | Q4 2025 | Feb 03, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 6,905 | 890 | 0.11% | 0.11% | 172 | +671 | 10.76% | Q4 2025 | Feb 04, 2026 |
| Empirical Asset Management, LLC | History | Added to | 6,897 | 889 | 0.25% | 0.23% | 173 | +281 | 4.25% | Q4 2025 | Feb 06, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 6,943 | 879 | 0.02% | 0.02% | 174 | +31 | 0.45% | Q4 2025 | Jan 28, 2026 |
| Csenge Advisory Group | History | Added to | 6,783 | 874 | 0.04% | 0.04% | 175 | +320 | 4.95% | Q4 2025 | Feb 06, 2026 |
| Quartz Partners, LLC | History | Reduced | 6,754 | 870 | 0.32% | 0.31% | 176 | -20 | -0.3% | Q4 2025 | Feb 13, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 6,683 | 861 | 0.01% | 0.01% | 177 | -1,399 | -17.31% | Q4 2025 | Jan 26, 2026 |
| Asset One Wealth Management LLC | History | New | 6,667 | 857 | 0.12% | — | 178 | +6,667 | New | Q4 2025 | Feb 17, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | New | 6,430 | 829 | 0.02% | — | 180 | +6,430 | New | Q4 2025 | Feb 18, 2026 |
| COMERICA BANK | History | Added to | 6,430 | 829 | 0.0% | 0.0% | 179 | +158 | 2.52% | Q4 2025 | Jan 29, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 6,400 | 825 | 0.06% | 0.05% | 181 | +234 | 3.8% | Q4 2025 | Feb 20, 2026 |
| CWM, LLC | History | Reduced | 6,378 | 822 | 0.0% | 0.0% | 182 | -632 | -9.02% | Q4 2025 | Jan 26, 2026 |
| GARRISON POINT ADVISORS, LLC | History | Reduced | 6,376 | 822 | 0.36% | 0.34% | 183 | -40 | -0.62% | Q4 2025 | Feb 13, 2026 |
| May Barnhard Investments LLC | History | No change | 6,223 | 802 | 0.38% | 0.37% | 184 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | Added to | 6,195 | 798 | 0.18% | 0.18% | 185 | +357 | 6.12% | Q4 2025 | Jan 23, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 6,165 | 794 | 0.02% | 0.02% | 186 | -242 | -3.78% | Q4 2025 | Feb 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 16,556 | 787 | 0.02% | 0.04% | 187 | -136 | -0.81% | Q4 2025 | Feb 11, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 6,100 | 786 | 0.03% | 0.03% | 188 | +353 | 6.14% | Q4 2025 | Feb 04, 2026 |
| Quotient Wealth Partners, LLC | History | New | 6,019 | 776 | 0.02% | — | 189 | +6,019 | New | Q4 2025 | Jan 22, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 6,003 | 773 | 0.0% | 0.0% | 190 | +4,272 | 246.79% | Q4 2025 | Feb 17, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 5,932 | 764 | 0.02% | 0.01% | 191 | +1,705 | 40.34% | Q4 2025 | Feb 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 5,931 | 764 | 0.02% | 0.02% | 192 | -69 | -1.15% | Q4 2025 | Jan 23, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 5,800 | 747 | 0.3% | 0.3% | 193 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 5,787 | 746 | 0.02% | 0.02% | 194 | +5 | 0.09% | Q4 2025 | Feb 02, 2026 |
| Ironwood Financial, llc | History | Reduced | 5,664 | 742 | 0.13% | 0.14% | 195 | -597 | -9.54% | Q4 2025 | Jan 15, 2026 |
| Redwood Financial Network Corp | History | Added to | 5,711 | 736 | 0.47% | 0.41% | 197 | +647 | 12.78% | Q4 2025 | Feb 10, 2026 |
| Bigelow Investment Advisors, LLC | History | No change | 5,712 | 736 | 0.29% | 0.29% | 196 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 5,533 | 713 | 0.12% | — | 198 | +5,533 | New | Q4 2025 | Feb 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 5,499 | 709 | 0.0% | 0.0% | 199 | +574 | 11.65% | Q4 2025 | Jan 29, 2026 |
| Simmons Bank | History | No change | 5,275 | 680 | 0.05% | 0.04% | 200 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Added to | 5,255 | 677 | 0.31% | 0.29% | 201 | +347 | 7.07% | Q4 2025 | Jan 28, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 5,247 | 676 | 0.0% | 0.01% | 202 | +53 | 1.02% | Q4 2025 | Feb 18, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 5,238 | 675 | 0.01% | 0.01% | 203 | -240 | -4.38% | Q4 2025 | Jan 14, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 5,221 | 673 | 0.03% | 0.03% | 204 | -401 | -7.13% | Q4 2025 | Feb 12, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 5,156 | 664 | 0.01% | 0.01% | 205 | -79 | -1.51% | Q4 2025 | Jan 21, 2026 |
| Sargent Investment Group, LLC | History | New | 5,130 | 661 | 0.08% | — | 206 | +5,130 | New | Q4 2025 | Feb 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 5,070 | 653 | 0.03% | 0.03% | 207 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Visionary Wealth Advisors | History | No change | 5,031 | 648 | 0.03% | 0.03% | 208 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kesler, Norman & Wride, LLC | History | Reduced | 5,019 | 647 | 0.11% | 0.22% | 209 | -5,110 | -50.45% | Q4 2025 | Feb 10, 2026 |
| Traveka Wealth, LLC | History | New | 5,011 | 646 | 0.26% | — | 210 | +5,011 | New | Q4 2025 | Jan 08, 2026 |
| Cascade Financial Partners, LLC | History | No change | 4,995 | 644 | 0.07% | 0.07% | 211 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FineMark National Bank & Trust | History | No change | 4,934 | 636 | 0.02% | 0.02% | 212 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 4,929 | 635 | 0.01% | 0.01% | 213 | -408 | -7.64% | Q4 2025 | Feb 12, 2026 |
| LPWM LLC | History | Added to | 4,871 | 628 | 0.16% | 0.16% | 214 | +86 | 1.8% | Q4 2025 | Jan 06, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 4,829 | 622 | 0.04% | 0.03% | 215 | +1,631 | 51.0% | Q4 2025 | Feb 12, 2026 |
| WESPAC Advisors, LLC | History | Reduced | 4,669 | 601 | 0.33% | 0.9% | 216 | -7,483 | -61.58% | Q4 2025 | Jan 14, 2026 |
| Retirement Planning Group, LLC | History | Added to | 4,657 | 600 | 0.02% | 0.02% | 217 | +55 | 1.2% | Q4 2025 | Feb 03, 2026 |
| Triton Wealth Management, PLLC | History | Added to | 4,725 | 599 | 0.23% | 0.19% | 218 | +581 | 14.02% | Q4 2025 | Feb 05, 2026 |
| GDS Wealth Management | History | Reduced | 4,616 | 595 | 0.04% | 0.04% | 219 | -32 | -0.69% | Q4 2025 | Feb 02, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 4,481 | 577 | 0.28% | 0.27% | 220 | +14 | 0.31% | Q4 2025 | Feb 05, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 4,456 | 574 | 0.09% | 0.1% | 221 | +2 | 0.04% | Q4 2025 | Feb 06, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 4,368 | 563 | 0.0% | 0.0% | 222 | +1,311 | 42.89% | Q4 2025 | Feb 13, 2026 |
| Cresset Asset Management, LLC | History | Added to | 4,366 | 562 | 0.0% | 0.0% | 223 | +2,190 | 100.64% | Q4 2025 | Feb 17, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | No change | 4,360 | 562 | 0.17% | 0.17% | 224 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| LRI Investments, LLC | History | No change | 4,343 | 559 | 0.05% | 0.04% | 225 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| US BANCORP \DE\ | History | No change | 4,332 | 558 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Reduced | 4,295 | 553 | 0.41% | 0.4% | 227 | -25 | -0.58% | Q4 2025 | Feb 12, 2026 |
| M&T BANK CORP | History | No change | 4,268 | 550 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 4,244 | 547 | 0.0% | 0.0% | 229 | -1,525 | -26.43% | Q4 2025 | Feb 17, 2026 |
| Vivaldi Capital Management LP | History | Added to | 4,249 | 547 | 0.07% | 0.05% | 230 | +1,464 | 52.57% | Q4 2025 | Feb 13, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 4,207 | 542 | 0.09% | 0.09% | 231 | +19 | 0.45% | Q4 2025 | Jan 20, 2026 |
| Gryphon Financial Partners LLC | History | No change | 4,151 | 535 | 0.06% | 0.06% | 232 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| CFM WEALTH PARTNERS LLC | History | No change | 4,122 | 531 | 0.08% | 0.08% | 233 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Capital Wealth Alliance, LLC | History | Added to | 4,108 | 530 | 0.23% | 0.23% | 234 | +389 | 10.46% | Q4 2025 | Feb 17, 2026 |
| GLENMEDE TRUST CO NA | History | New | 4,090 | 527 | 0.0% | — | 235 | +4,090 | New | Q4 2025 | Feb 17, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 4,075 | 525 | 0.02% | 0.02% | 236 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TRITONPOINT WEALTH, LLC | History | Added to | 3,962 | 510 | 0.05% | 0.04% | 238 | +192 | 5.09% | Q4 2025 | Jan 20, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 3,961 | 510 | 0.14% | 0.15% | 237 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 3,895 | 502 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Lighthouse Financial LLC | History | No change | 3,900 | 502 | 0.33% | 0.33% | 240 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Carnegie Investment Counsel | History | Reduced | 3,891 | 501 | 0.01% | 0.01% | 241 | -121 | -3.02% | Q4 2025 | Jan 23, 2026 |
| Unified Investment Management | History | Reduced | 3,854 | 496 | 0.5% | 0.56% | 242 | -580 | -13.08% | Q4 2025 | Feb 09, 2026 |
| HCR Wealth Advisors | History | Added to | 3,768 | 485 | 0.05% | 0.05% | 243 | +196 | 5.49% | Q4 2025 | Jan 27, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Added to | 3,763 | 485 | 0.34% | 0.36% | 244 | +16 | 0.43% | Q4 2025 | Jan 23, 2026 |
| Apollon Financial, LLC | History | Added to | 3,755 | 484 | 0.07% | 0.08% | 245 | +40 | 1.08% | Q4 2025 | Jan 22, 2026 |
| NorthRock Partners, LLC | History | Reduced | 3,737 | 481 | 0.01% | 0.01% | 246 | -1 | -0.03% | Q4 2025 | Feb 17, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 3,737 | 481 | 0.07% | 0.07% | 247 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 3,715 | 478 | 0.17% | 0.17% | 248 | +125 | 3.48% | Q4 2025 | Feb 05, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 3,701 | 477 | 0.0% | 0.0% | 249 | -245 | -6.21% | Q4 2025 | Feb 05, 2026 |
| World Investment Advisors | History | Added to | 3,703 | 477 | 0.01% | 0.01% | 250 | +75 | 2.07% | Q4 2025 | Mar 12, 2026 |
| Focus Financial Network, Inc. | History | No change | 3,556 | 458 | 0.02% | 0.02% | 251 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 3,537 | 456 | 0.01% | 0.01% | 252 | +327 | 10.19% | Q4 2025 | Feb 03, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 3,512 | 452 | 0.01% | 0.01% | 254 | -47 | -1.32% | Q4 2025 | Jan 13, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 3,507 | 452 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Jacobs Equity LLC | History | New | 3,468 | 447 | 0.43% | — | 255 | +3,468 | New | Q4 2025 | Feb 19, 2026 |
| Cascade Wealth Advisors, Inc | History | No change | 3,527 | 446 | 0.21% | 0.22% | 256 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Daybright Advisory Services, Inc. | History | New | 3,429 | 442 | 0.12% | — | 257 | +3,429 | New | Q4 2025 | Feb 12, 2026 |
| Larson Financial Group LLC | History | Added to | 3,406 | 439 | 0.01% | 0.01% | 258 | +18 | 0.53% | Q4 2025 | Feb 06, 2026 |
| Urban Wealth Management, LLC | History | New | 3,385 | 436 | 0.41% | — | 259 | +3,385 | New | Q4 2025 | Jan 30, 2026 |
| Atlas Brown,Inc. | History | Added to | 3,339 | 430 | 0.13% | 0.12% | 260 | +14 | 0.42% | Q4 2025 | Jan 09, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 3,268 | 421 | 0.02% | 0.02% | 261 | -13 | -0.4% | Q4 2025 | Mar 04, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | No change | 3,260 | 420 | 0.12% | 0.13% | 262 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 3,239 | 417 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Forefront Wealth Partners, LLC | History | Reduced | 3,201 | 412 | 0.2% | 0.22% | 265 | -3,625 | -53.11% | Q4 2025 | Feb 06, 2026 |
| DAGCO, INC. | History | Reduced | 3,200 | 412 | 0.1% | 0.11% | 264 | -250 | -7.25% | Q4 2025 | Jan 08, 2026 |
| Fairvoy Private Wealth, LLC | History | New | 3,194 | 411 | 0.09% | — | 266 | +3,194 | New | Q4 2025 | Jan 14, 2026 |
| AE Wealth Management LLC | History | Reduced | 3,173 | 409 | 0.0% | 0.04% | 267 | -48,100 | -93.81% | Q4 2025 | Jan 26, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 3,165 | 408 | 0.02% | 0.02% | 268 | -37 | -1.16% | Q4 2025 | Jan 12, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 3,155 | 406 | 0.11% | 0.08% | 269 | +782 | 32.95% | Q4 2025 | Jan 07, 2026 |
| PUREfi Wealth, LLC | History | New | 3,139 | 404 | 0.31% | — | 271 | +3,139 | New | Q4 2025 | Jan 12, 2026 |
| Summit Trail Advisors, LLC | History | No change | 3,134 | 404 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 3,118 | 402 | 0.02% | 0.02% | 272 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Reduced | 3,117 | 401 | 0.03% | 0.03% | 274 | -54 | -1.7% | Q4 2025 | Jan 07, 2026 |
| Mandatum Life Insurance Co Ltd | History | No change | 3,113 | 401 | 0.09% | 0.09% | 273 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| One Capital Management, LLC | History | No change | 3,082 | 397 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BARCLAYS PLC | History | New | 3,060 | 394 | 0.0% | — | 276 | +3,060 | New | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER & CO INC | History | No change | 3,049 | 393 | 0.01% | 0.0% | 277 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 3,037 | 391 | 0.03% | 0.03% | 279 | -259 | -7.86% | Q4 2025 | Jan 23, 2026 |
| Advisory Alpha, LLC | History | Reduced | 3,038 | 391 | 0.01% | 0.01% | 278 | -69 | -2.22% | Q4 2025 | Feb 06, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 3,010 | 388 | 0.13% | 0.13% | 280 | +13 | 0.43% | Q4 2025 | Jan 28, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 2,985 | 384 | 0.0% | 0.0% | 281 | -278 | -8.52% | Q4 2025 | Feb 13, 2026 |
| SMITH, MOORE & CO. | History | No change | 2,967 | 382 | 0.03% | 0.03% | 282 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Reduced | 2,959 | 381 | 0.12% | 0.17% | 283 | -21 | -0.7% | Q4 2025 | Jan 23, 2026 |
| Regal Investment Advisors LLC | History | No change | 2,940 | 379 | 0.02% | 0.02% | 284 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JT Stratford LLC | History | Reduced | 2,917 | 376 | 0.05% | 0.05% | 285 | -60 | -2.02% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,877 | 370 | 0.0% | 0.0% | 286 | +1,931 | 204.12% | Q4 2025 | Jan 23, 2026 |
| Savant Capital, LLC | History | Reduced | 2,868 | 369 | 0.0% | 0.0% | 287 | -224 | -7.24% | Q4 2025 | Feb 10, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 2,769 | 357 | 0.01% | 0.01% | 290 | -561 | -16.85% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 2,775 | 357 | 0.01% | 0.01% | 289 | -290 | -9.46% | Q4 2025 | Feb 06, 2026 |
| WULFF, HANSEN & CO. | History | No change | 2,775 | 357 | 0.3% | 0.3% | 288 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Archer Investment Corp | History | No change | 2,720 | 350 | 0.08% | 0.08% | 291 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Investment Advisory Group, LLC | History | No change | 2,716 | 350 | 0.09% | 0.09% | 292 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Sowell Financial Services LLC | History | Added to | 2,678 | 345 | 0.01% | 0.01% | 293 | +280 | 11.68% | Q4 2025 | Jan 21, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 2,646 | 341 | 0.0% | 0.0% | 295 | +993 | 60.07% | Q4 2025 | Jan 29, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 2,648 | 341 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 2,551 | 328 | 0.01% | 0.01% | 296 | -29 | -1.12% | Q4 2025 | Jan 13, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 2,500 | 322 | 0.07% | 0.08% | 297 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Dakota Wealth Management | History | Reduced | 2,460 | 317 | 0.01% | 0.01% | 298 | -100 | -3.91% | Q4 2025 | Jan 13, 2026 |
| Terra Nova Asset Management LLC | History | New | 2,440 | 314 | 0.21% | — | 299 | +2,440 | New | Q4 2025 | Jan 14, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Added to | 2,430 | 313 | 0.15% | 0.12% | 301 | +431 | 21.56% | Q4 2025 | Feb 13, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 2,400 | 313 | 0.03% | 0.03% | 300 | +1 | 0.04% | Q4 2025 | Jan 12, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | New | 2,424 | 312 | 0.08% | — | 302 | +2,424 | New | Q4 2025 | Feb 27, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 2,415 | 311 | 0.0% | — | 303 | +2,415 | New | Q4 2025 | Feb 17, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | No change | 2,408 | 310 | 0.07% | 0.07% | 304 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Financial Alternatives, Inc | History | No change | 2,406 | 310 | 0.18% | 0.18% | 305 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Millstone Evans Group, LLC | History | No change | 2,367 | 305 | 0.18% | 0.19% | 306 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 2,290 | 304 | 0.01% | 0.01% | 307 | -88 | -3.7% | Q4 2025 | Jan 26, 2026 |
| Prostatis Group LLC | History | Reduced | 2,354 | 303 | 0.07% | 0.08% | 308 | -183 | -7.21% | Q4 2025 | Feb 17, 2026 |
| IPG Investment Advisors LLC | History | No change | 2,337 | 301 | 0.05% | 0.05% | 309 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 2,332 | 300 | 0.01% | 0.01% | 310 | +204 | 9.59% | Q4 2025 | Feb 04, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 2,334 | 300 | 0.0% | 0.0% | 311 | +8 | 0.34% | Q4 2025 | Feb 12, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 2,298 | 296 | 0.02% | 0.06% | 312 | -370 | -13.87% | Q4 2025 | Feb 10, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 2,286 | 294 | 0.01% | 0.01% | 313 | -720 | -23.95% | Q4 2025 | Feb 17, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 2,253 | 292 | 0.02% | 0.05% | 314 | -3,054 | -57.55% | Q4 2025 | Jan 15, 2026 |
| DOLIVER ADVISORS, LP | History | New | 2,264 | 291 | 0.07% | — | 315 | +2,264 | New | Q4 2025 | Jan 06, 2026 |
| waypoint wealth counsel | History | Added to | 2,231 | 287 | 0.11% | 0.11% | 316 | +10 | 0.45% | Q4 2025 | Jan 28, 2026 |
| GRANVILLE CAPITAL, INC. | History | New | 2,195 | 283 | 0.15% | — | 317 | +2,195 | New | Q4 2025 | Feb 13, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | No change | 2,150 | 277 | 0.1% | 0.1% | 318 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Tudor Financial Inc. | History | Added to | 2,145 | 276 | 0.14% | 0.13% | 319 | +200 | 10.28% | Q4 2025 | Feb 13, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 2,134 | 275 | 0.0% | 0.0% | 320 | -72 | -3.26% | Q4 2025 | Jan 27, 2026 |
| Western Wealth Management, LLC | History | Reduced | 2,101 | 270 | 0.01% | 0.03% | 321 | -1,907 | -47.58% | Q4 2025 | Feb 05, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 2,067 | 266 | 0.01% | 0.01% | 322 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Darrow Company, Inc. | History | No change | 2,054 | 264 | 0.12% | 0.12% | 323 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| REDSTONE WEALTH MANAGEMENT, LLC | History | New | 2,041 | 263 | 0.21% | — | 325 | +2,041 | New | Q4 2025 | Feb 09, 2026 |
| PFG Advisors | History | Reduced | 2,043 | 263 | 0.01% | 0.01% | 324 | -139 | -6.37% | Q4 2025 | Jan 27, 2026 |
| Fiduciary Alliance LLC | History | Added to | 2,012 | 259 | 0.02% | 0.02% | 326 | +9 | 0.45% | Q4 2025 | Jan 22, 2026 |
| Banque Cantonale Vaudoise | History | No change | 1,998 | 258 | 0.01% | 0.01% | 327 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BCS Wealth Management | History | New | 2,000 | 257 | 0.03% | — | 329 | +2,000 | New | Q4 2025 | Jan 26, 2026 |
| Ruggiero Investments, Inc. | History | New | 2,000 | 257 | 0.23% | — | 332 | +2,000 | New | Q4 2025 | Feb 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 2,000 | 257 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Royal Capital Wealth Management, LLC | History | No change | 2,000 | 257 | 0.15% | 0.16% | 330 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Payne Capital Management, LLC | History | No change | 2,000 | 257 | 0.08% | 0.08% | 331 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 1,992 | 256 | 0.02% | 0.02% | 333 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Reduced | 1,980 | 255 | 0.02% | 0.02% | 334 | -15 | -0.75% | Q4 2025 | Feb 17, 2026 |
| Vision Capital Management, Inc. | History | No change | 1,974 | 254 | 0.03% | 0.03% | 335 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | Reduced | 1,933 | 249 | 0.01% | 0.03% | 336 | -1,467 | -43.15% | Q4 2025 | Feb 06, 2026 |
| WP Advisors, LLC | History | Added to | 1,935 | 249 | 0.06% | 0.06% | 337 | +9 | 0.47% | Q4 2025 | Jan 28, 2026 |
| Point72 Asset Management, L.P. | History | New | 1,905 | 245 | 0.0% | — | 339 | +1,905 | New | Q4 2025 | Feb 17, 2026 |
| CHILTON INVESTMENT CO INC. | History | No change | 1,903 | 245 | 0.01% | 0.0% | 338 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 1,900 | 244 | 0.02% | 0.02% | 340 | -50 | -2.56% | Q4 2025 | Jan 16, 2026 |
| Intellectus Partners, LLC | History | New | 1,870 | 241 | 0.05% | — | 341 | +1,870 | New | Q4 2025 | Feb 10, 2026 |
| Legacy Wealth Partners, LLC | History | New | 1,855 | 239 | 0.06% | — | 342 | +1,855 | New | Q4 2025 | Feb 17, 2026 |
| Americana Partners, LLC | History | No change | 1,827 | 235 | 0.01% | 0.01% | 343 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 1,813 | 233 | 0.0% | — | 344 | +1,813 | New | Q4 2025 | Feb 05, 2026 |
| Clarendon Private LLC | History | No change | 1,790 | 230 | 0.19% | 0.21% | 345 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 1,744 | 224 | 0.02% | 0.03% | 346 | -647 | -27.06% | Q4 2025 | Jan 23, 2026 |
| Symphony Financial Services, Inc. | History | Added to | 1,709 | 220 | 0.11% | 0.11% | 347 | +50 | 3.01% | Q4 2025 | Feb 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 1,695 | 219 | 0.01% | 0.02% | 348 | -2,175 | -56.2% | Q4 2025 | Feb 13, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 1,702 | 219 | 0.01% | 0.01% | 349 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 1,674 | 215 | 0.02% | 0.02% | 350 | -145 | -7.97% | Q4 2025 | Feb 17, 2026 |
| Advance Capital Management, Inc. | History | No change | 1,662 | 214 | 0.01% | 0.01% | 351 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| EP Wealth Advisors, LLC | History | New | 1,653 | 213 | 0.0% | — | 352 | +1,653 | New | Q4 2025 | Feb 18, 2026 |
| Apollon Wealth Management, LLC | History | New | 1,645 | 212 | 0.0% | — | 353 | +1,645 | New | Q4 2025 | Jan 22, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 1,651 | 212 | 0.02% | 0.03% | 354 | +6 | 0.36% | Q4 2025 | Feb 11, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 1,620 | 208 | 0.0% | — | 355 | +1,620 | New | Q4 2025 | Jan 30, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Reduced | 1,613 | 207 | 0.1% | 4.22% | 356 | -66,298 | -97.62% | Q4 2025 | Feb 06, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 1,601 | 206 | 0.01% | — | 358 | +1,601 | New | Q4 2025 | Feb 13, 2026 |
| Well Done, LLC | History | No change | 1,599 | 206 | 0.03% | 0.03% | 357 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Stronghold Wealth Management L.L.C. | History | New | 1,571 | 202 | 0.3% | — | 359 | +1,571 | New | Q4 2025 | Feb 06, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | Reduced | 1,555 | 200 | 0.08% | 0.09% | 360 | -50 | -3.12% | Q4 2025 | Feb 06, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,500 | 193 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NBC SECURITIES, INC. | History | Added to | 1,483 | 191 | 0.01% | 0.01% | 362 | +67 | 4.73% | Q4 2025 | Jan 29, 2026 |
| Activest Wealth Management | History | No change | 1,450 | 186 | 0.03% | 0.04% | 363 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 1,307 | 168 | 0.15% | 0.16% | 364 | -62 | -4.53% | Q4 2025 | Jan 29, 2026 |
| Blue Trust, Inc. | History | No change | 1,243 | 160 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,220 | 157 | 0.01% | — | 366 | +1,220 | New | Q4 2025 | Feb 03, 2026 |
| Bear Mountain Capital, Inc. | History | No change | 1,200 | 155 | 0.05% | 0.05% | 367 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Cresta Advisors, Ltd. | History | New | 1,168 | 150 | 0.06% | — | 368 | +1,168 | New | Q4 2025 | Feb 03, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 1,148 | 148 | 0.04% | 0.04% | 369 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,132 | 146 | 0.01% | 0.01% | 370 | +5 | 0.44% | Q4 2025 | Jan 20, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 1,096 | 141 | 0.0% | 0.0% | 371 | +1 | 0.09% | Q4 2025 | Feb 04, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 1,037 | 133 | 0.03% | 0.01% | 372 | +579 | 126.42% | Q4 2025 | Feb 09, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,019 | 131 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| IFP Advisors, Inc | History | Added to | 1,014 | 130 | 0.0% | 0.0% | 374 | +37 | 3.79% | Q4 2025 | Feb 06, 2026 |
| Westfuller Advisors, LLC | History | Added to | 1,009 | 130 | 0.05% | 0.06% | 375 | +5 | 0.5% | Q4 2025 | Jan 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 877 | 113 | 0.01% | 0.01% | 376 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Boreal Capital Management LLC | History | No change | 859 | 110 | 0.08% | 0.09% | 377 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Arlington Trust Co LLC | History | Reduced | 825 | 106 | 0.01% | 0.03% | 378 | -350 | -29.79% | Q4 2025 | Jan 30, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 825 | 106 | 0.03% | 0.03% | 379 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Reflection Asset Management | History | New | 791 | 105 | 0.07% | — | 380 | +791 | New | Q4 2025 | Mar 02, 2026 |
| FIRST HORIZON CORP | History | No change | 800 | 103 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Arax Advisory Partners | History | New | 743 | 95 | 0.0% | — | 382 | +743 | New | Q4 2025 | Feb 13, 2026 |
| Johnson Financial Group, Inc. | History | No change | 729 | 93 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 700 | 90 | 0.01% | 0.01% | 385 | -1 | -0.14% | Q4 2025 | Feb 26, 2026 |
| FIFTH THIRD BANCORP | History | No change | 700 | 90 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Bare Financial Services, Inc | History | No change | 688 | 88 | 0.02% | 0.03% | 386 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 690 | 88 | 0.01% | 0.01% | 387 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Colonial Trust Advisors | History | No change | 646 | 83 | 0.01% | 0.01% | 388 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 641 | 82 | 0.0% | 0.0% | 390 | +3 | 0.47% | Q4 2025 | Jan 14, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 641 | 82 | 0.03% | 0.03% | 389 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Front Row Advisors LLC | History | No change | 637 | 82 | 0.03% | 0.03% | 391 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 615 | 79 | 0.22% | 0.22% | 392 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 606 | 78 | 0.0% | 0.0% | 393 | +63 | 11.6% | Q4 2025 | Jan 23, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 600 | 77 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Missouri Trust & Investment Co | History | No change | 600 | 77 | 0.02% | 0.02% | 395 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 597 | 76 | 0.0% | 0.0% | 396 | +97 | 19.4% | Q4 2025 | Feb 10, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 577 | 74 | 0.04% | 0.05% | 397 | -577 | -50.0% | Q4 2025 | Feb 18, 2026 |
| Team Financial Group, LLC | History | Added to | 556 | 71 | 0.03% | 0.03% | 398 | +3 | 0.54% | Q4 2025 | Jan 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 527 | 67 | 0.02% | 0.02% | 399 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Litman Gregory Wealth Management LLC | History | New | 502 | 64 | 0.0% | — | 400 | +502 | New | Q4 2025 | Feb 12, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 500 | 64 | 0.02% | — | 401 | +500 | New | Q4 2025 | Feb 13, 2026 |
| Newbridge Financial Services Group, Inc. | History | Reduced | 495 | 63 | 0.01% | 0.01% | 402 | -121 | -19.64% | Q4 2025 | Jan 21, 2026 |
| CENTRAL TRUST Co | History | No change | 480 | 61 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Colonial Trust Co / SC | History | No change | 435 | 56 | 0.01% | 0.01% | 404 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Parallel Advisors, LLC | History | Added to | 404 | 52 | 0.0% | 0.0% | 405 | +72 | 21.69% | Q4 2025 | Feb 11, 2026 |
| Realta Investment Advisors | History | No change | 406 | 52 | 0.02% | 0.02% | 406 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SYNTAX RESEARCH, INC. | History | No change | 404 | 52 | 0.03% | 0.03% | 407 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 400 | 51 | 0.01% | 0.01% | 408 | -20 | -4.76% | Q4 2025 | Jan 23, 2026 |
| Bogart Wealth, LLC | History | Reduced | 400 | 51 | 0.0% | 0.0% | 409 | -16 | -3.85% | Q4 2025 | Jan 30, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 366 | 47 | 0.0% | 0.0% | 410 | +98 | 36.57% | Q4 2025 | Feb 10, 2026 |
| Signature Equity Partners, LLC | History | New | 364 | 46 | 0.03% | — | 413 | +364 | New | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | New | 363 | 46 | 0.0% | — | 412 | +363 | New | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 360 | 46 | 0.0% | 0.0% | 411 | +142 | 65.14% | Q4 2025 | Feb 11, 2026 |
| Sound Income Strategies, LLC | History | No change | 332 | 43 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Evolution Advisers, Inc. | History | Added to | 319 | 41 | 0.02% | 0.02% | 415 | +2 | 0.63% | Q4 2025 | Jan 23, 2026 |
| Center for Financial Planning, Inc. | History | No change | 310 | 39 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| PRIVATE TRUST CO NA | History | No change | 301 | 38 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MTM Investment Management, LLC | History | No change | 300 | 38 | 0.01% | 0.01% | 418 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Financial Perspectives, Inc | History | No change | 301 | 38 | 0.01% | 0.01% | 419 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 295 | 38 | 0.01% | 0.01% | 420 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 293 | 37 | 0.01% | — | 421 | +293 | New | Q4 2025 | Jan 20, 2026 |
| Miller Capital Partners, Inc. | History | New | 292 | 37 | 0.02% | — | 422 | +292 | New | Q4 2025 | Feb 17, 2026 |
| Davis Capital Management | History | No change | 280 | 36 | 0.02% | 0.02% | 423 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| MCF Advisors LLC | History | New | 265 | 34 | 0.0% | — | 424 | +265 | New | Q4 2025 | Feb 11, 2026 |
| Murphy & Mullick Capital Management Corp | History | New | 250 | 32 | 0.02% | — | 425 | +250 | New | Q4 2025 | Feb 10, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 230 | 30 | 0.01% | 0.0% | 426 | +200 | 666.67% | Q4 2025 | Feb 10, 2026 |
| Pacific Center for Financial Services | History | No change | 236 | 29 | 0.01% | 0.01% | 427 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Key Capital Management, INC | History | New | 215 | 27 | 0.03% | — | 431 | +215 | New | Q4 2025 | Jan 26, 2026 |
| North Star Investment Management Corp. | History | Added to | 212 | 27 | 0.0% | 0.0% | 429 | +1 | 0.47% | Q4 2025 | Jan 30, 2026 |
| WHITTIER TRUST CO | History | No change | 210 | 27 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Princeton Global Asset Management LLC | History | No change | 215 | 27 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 203 | 26 | 0.0% | — | 433 | +203 | New | Q4 2025 | Jan 21, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 206 | 26 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Ransom Advisory, Ltd | History | New | 200 | 25 | 0.01% | — | 434 | +200 | New | Q4 2025 | Jan 06, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Reduced | 186 | 23 | 0.01% | 0.01% | 435 | -15 | -7.46% | Q4 2025 | Feb 05, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 184 | 23 | 0.01% | 0.01% | 436 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Caitlin John, LLC | History | No change | 176 | 22 | 0.01% | 0.02% | 437 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Wilmington Savings Fund Society, FSB | History | New | 160 | 20 | 0.0% | — | 438 | +160 | New | Q4 2025 | Feb 12, 2026 |
| Abound Wealth Management | History | No change | 130 | 16 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Triumph Capital Management | History | New | 119 | 15 | 0.0% | — | 441 | +119 | New | Q4 2025 | Feb 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 118 | 15 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 124 | 15 | 0.01% | 0.02% | 442 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 114 | 14 | 0.0% | — | 443 | +114 | New | Q4 2025 | Jan 22, 2026 |
| Creative Capital Management Investments LLC | History | No change | 109 | 14 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Rialto Wealth Management, LLC | History | No change | 112 | 14 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 102 | 13 | 0.0% | — | 446 | +102 | New | Q4 2025 | Jan 30, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 108 | 13 | 0.0% | 0.0% | 447 | -90 | -45.45% | Q4 2025 | Feb 13, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 101 | 13 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 94 | 12 | 0.01% | — | 451 | +94 | New | Q4 2025 | Feb 11, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 94 | 12 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Addison Advisors LLC | History | No change | 100 | 12 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Founders Capital Management | History | No change | 87 | 11 | 0.01% | 0.01% | 452 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| SITTNER & NELSON, LLC | History | No change | 81 | 10 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 70 | 9 | 0.0% | 0.0% | 454 | +60 | 600.0% | Q4 2025 | Feb 17, 2026 |
| Founders Financial Alliance, LLC | History | No change | 50 | 6 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 50 | 6 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Parkside Financial Bank & Trust | History | No change | 45 | 5 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Independence Bank of Kentucky | History | No change | 45 | 5 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Concord Wealth Partners | History | No change | 46 | 5 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ORG Wealth Partners, LLC | History | No change | 38 | 4 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 23 | 3 | 0.0% | — | 461 | +23 | New | Q4 2025 | Feb 12, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 19 | 2 | 0.0% | 0.0% | 463 | -24 | -55.81% | Q4 2025 | Jan 08, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 19 | 2 | 0.0% | — | 464 | +19 | New | Q4 2025 | Feb 19, 2026 |
| Avion Wealth | History | No change | 23 | 2 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 11 | 1 | 0.0% | 0.03% | 465 | -7,633 | -99.86% | Q4 2025 | Feb 17, 2026 |
| Nvest Wealth Strategies, Inc. | History | New | 10 | 1 | 0.0% | — | 468 | +10 | New | Q4 2025 | Jan 28, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 8 | 1 | 0.0% | — | 467 | +8 | New | Q4 2025 | Feb 11, 2026 |
| Register Financial Advisors LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.07% | — | -360,700 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PINKERTON WEALTH, LLC | History | Closed out | 0 | 0 | — | 4.08% | — | -299,584 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SHERMAN PORFOLIOS, LLC | History | Closed out | 0 | 0 | — | 9.17% | — | -202,895 | -100.0% | Q3 2025 | Dec 22, 2025 |
| Camarda Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 5.02% | — | -107,545 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Three Seasons Wealth, LLC | History | Closed out | 0 | 0 | — | 0.87% | — | -69,315 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Summit Financial Consulting LLC | History | Closed out | 0 | 0 | — | 5.51% | — | -54,506 | -100.0% | Q3 2025 | Oct 15, 2025 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -30,858 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -25,835 | -100.0% | Q3 2025 | Nov 10, 2025 |
| USA FINANCIAL FORMULAS | History | Closed out | 0 | 0 | — | 0.51% | — | -22,880 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Balboa Wealth Partners | History | Closed out | 0 | 0 | — | 0.48% | — | -22,087 | -100.0% | Q3 2025 | Nov 06, 2025 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -19,630 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cadent Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.65% | — | -19,565 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Lifestyle Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.81% | — | -18,797 | -100.0% | Q3 2025 | Oct 09, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,338 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MONEY CONCEPTS CAPITAL CORP | History | Closed out | 0 | 0 | — | 0.12% | — | -15,219 | -100.0% | Q3 2025 | Nov 04, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -10,776 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Yeomans Consulting Group, Inc. | History | Closed out | 0 | 0 | — | 0.42% | — | -9,687 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Matthew Goff Investment Advisor, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -9,669 | -100.0% | Q3 2025 | Oct 15, 2025 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,649 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,982 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Gallagher Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -5,965 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Astoria Portfolio Advisors LLC. | History | Closed out | 0 | 0 | — | 0.17% | — | -5,041 | -100.0% | Q3 2025 | Oct 09, 2025 |
| OBSIDIAN CIO, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -4,123 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Brookstone Capital Management | History | Closed out | 0 | 0 | — | 0.01% | — | -4,054 | -100.0% | Q3 2025 | Oct 15, 2025 |
| NAVELLIER & ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,940 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Vertex Planning Partners, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -3,200 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Sequoia Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,770 | -100.0% | Q3 2025 | Oct 29, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -2,391 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CHOREO, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,376 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,714 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,202 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BTG Pactual Asset Management US LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,108 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,099 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -900 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Minot DeBlois Advisors LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -534 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -438 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -302 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Financial Life Planners | History | Closed out | 0 | 0 | — | 0.02% | — | -214 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -156 | -100.0% | Q3 2025 | Nov 14, 2025 |
| VALLEY NATIONAL ADVISERS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q3 2025 | Oct 17, 2025 |
| New Millennium Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Global Trust Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q3 2025 | Oct 28, 2025 |