iSHARES TRUST - IYH
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 7 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FIL Ltd | History | Added to | 3,894,874 | 254,634 | 0.19% | 0.03% | 1 | +3,260,654 | 514.12% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 2,269,524 | 147,746 | 0.01% | 0.01% | 2 | +68,418 | 3.11% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,540,996 | 100,318 | 0.01% | 0.01% | 3 | +33,823 | 2.24% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 1,506,483 | 98,072 | 0.03% | 0.02% | 4 | +111,239 | 7.97% | Q4 2025 | Feb 11, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 1,237,489 | 80,560 | 0.04% | 0.0% | 5 | +1,125,886 | 1008.83% | Q4 2025 | Mar 20, 2026 |
| UBS Group AG | History | Reduced | 1,200,346 | 78,142 | 0.01% | 0.01% | 6 | -43,025 | -3.46% | Q4 2025 | Jan 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,047,106 | 68,166 | 0.04% | 0.04% | 7 | -19,665 | -1.84% | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 911,957 | 59,368 | 0.01% | 0.01% | 8 | -21,967 | -2.35% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 834,903 | 54,352 | 0.01% | — | 9 | +834,903 | New | Q4 2025 | Feb 17, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 698,265 | 45,457 | 0.67% | 0.62% | 10 | -2,020 | -0.29% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 632,605 | 41,182 | 0.01% | 0.01% | 11 | -79,589 | -11.18% | Q4 2025 | Feb 18, 2026 |
| PINKERTON WEALTH, LLC | History | New | 615,838 | 40,091 | 4.11% | — | 12 | +615,838 | New | Q4 2025 | Feb 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 603,722 | 39,302 | 0.0% | 0.0% | 13 | -31,254 | -4.92% | Q4 2025 | Mar 25, 2026 |
| Oakworth Capital, Inc. | History | Added to | 410,620 | 26,731 | 1.46% | 1.36% | 14 | +10,255 | 2.56% | Q4 2025 | Jan 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 387,474 | 25,224 | 0.1% | 0.08% | 15 | +90,368 | 30.42% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 377,354 | 24,572 | 0.04% | 0.03% | 16 | -9,822 | -2.54% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 369,855 | 24,077 | 0.03% | 0.04% | 17 | -94,864 | -20.41% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 309,090 | 20,128 | 0.0% | 0.0% | 18 | +17,853 | 6.13% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 287,974 | 18,747 | 0.02% | 0.02% | 19 | +2,057 | 0.72% | Q4 2025 | Feb 06, 2026 |
| SHERMAN PORFOLIOS, LLC | History | New | 271,156 | 17,652 | 1.2% | — | 20 | +271,156 | New | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 250,756 | 16,324 | 0.01% | 0.0% | 21 | +82,929 | 49.41% | Q4 2025 | Feb 02, 2026 |
| Camarda Financial Advisors, LLC | History | New | 223,592 | 14,555 | 5.54% | — | 22 | +223,592 | New | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 194,036 | 12,631 | 0.01% | 0.01% | 23 | +26,864 | 16.07% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 176,932 | 11,518 | 0.1% | 0.07% | 24 | +15,641 | 9.7% | Q4 2025 | Jan 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 160,923 | 10,476 | 0.01% | 0.01% | 25 | +28,633 | 21.64% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 148,748 | 9,683 | 0.03% | 0.02% | 26 | +43,130 | 40.84% | Q4 2025 | Feb 05, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 145,838 | 9,494 | 0.19% | 0.18% | 27 | -1,436 | -0.98% | Q4 2025 | Feb 06, 2026 |
| Three Seasons Wealth, LLC | History | New | 144,312 | 9,394 | 0.9% | — | 28 | +144,312 | New | Q4 2025 | Jan 15, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | New | 144,028 | 9,376 | 4.42% | — | 29 | +144,028 | New | Q4 2025 | Feb 06, 2026 |
| Equitable Holdings, Inc. | History | Added to | 139,802 | 9,101 | 0.06% | 0.03% | 30 | +67,599 | 93.62% | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 136,448 | 8,882 | 0.1% | 0.01% | 31 | +125,910 | 1194.82% | Q4 2025 | Jan 29, 2026 |
| Private Advisor Group, LLC | History | Added to | 130,670 | 8,506 | 0.04% | 0.02% | 32 | +51,836 | 65.75% | Q4 2025 | Feb 17, 2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | History | Reduced | 130,231 | 8,478 | 2.57% | 6.42% | 33 | -178,289 | -57.79% | Q4 2025 | Feb 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 126,864 | 8,258 | 0.0% | 0.0% | 34 | +5,000 | 4.1% | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 125,140 | 8,146 | 0.04% | 0.04% | 35 | +2,621 | 2.14% | Q4 2025 | Feb 12, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 123,118 | 8,015 | 0.1% | 0.09% | 36 | -701 | -0.57% | Q4 2025 | Feb 10, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 120,992 | 7,876 | 1.14% | 0.99% | 37 | +6,728 | 5.89% | Q4 2025 | Jan 28, 2026 |
| MARSHALL WACE, LLP | History | New | 120,459 | 7,841 | 0.01% | — | 38 | +120,459 | New | Q4 2025 | Feb 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 119,310 | 7,767 | 0.05% | 0.05% | 39 | +6,575 | 5.83% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 118,787 | 7,733 | 0.0% | 0.0% | 40 | +19,779 | 19.98% | Q4 2025 | Feb 10, 2026 |
| Summit Financial Consulting LLC | History | New | 109,847 | 7,151 | 5.19% | — | 41 | +109,847 | New | Q4 2025 | Jan 23, 2026 |
| SP Asset Management LLC | History | Reduced | 102,644 | 6,682 | 0.53% | 0.48% | 42 | -303 | -0.29% | Q4 2025 | Jan 28, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 100,319 | 6,530 | 0.0% | 0.0% | 43 | +6,737 | 7.2% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 100,135 | 6,519 | 0.01% | 0.0% | 44 | +40,043 | 66.64% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 100,065 | 6,514 | 0.0% | 0.0% | 45 | -1,762 | -1.73% | Q4 2025 | Feb 10, 2026 |
| First Citizens Financial Corp | History | Reduced | 93,617 | 6,094 | 3.01% | 2.8% | 46 | -2,773 | -2.88% | Q4 2025 | Jan 06, 2026 |
| AE Wealth Management LLC | History | Added to | 91,914 | 5,983 | 0.03% | 0.0% | 47 | +90,916 | 9109.82% | Q4 2025 | Jan 26, 2026 |
| Stillwater Capital Advisors, LLC | History | Reduced | 81,431 | 5,301 | 0.57% | 0.54% | 48 | -238 | -0.29% | Q4 2025 | Jan 14, 2026 |
| Audent Global Asset Management, LLC | History | Added to | 73,773 | 4,802 | 3.04% | 2.85% | 49 | +7,051 | 10.57% | Q4 2025 | Mar 10, 2026 |
| HC Advisors, LLC | History | Reduced | 73,544 | 4,787 | 3.31% | 3.07% | 50 | -920 | -1.24% | Q4 2025 | Feb 11, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Reduced | 72,750 | 4,736 | 0.74% | 0.72% | 51 | -1,850 | -2.48% | Q4 2025 | Feb 11, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 69,513 | 4,525 | 0.07% | 0.07% | 52 | -1,518 | -2.14% | Q4 2025 | Jan 13, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Reduced | 66,542 | 4,331 | 1.97% | 2.1% | 53 | -7,912 | -10.63% | Q4 2025 | Jan 16, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 60,158 | 4,005 | 0.01% | 0.01% | 54 | -3,400 | -5.35% | Q4 2025 | Jan 08, 2026 |
| Lighthouse Financial LLC | History | Added to | 58,866 | 3,832 | 2.5% | 2.2% | 55 | +2,201 | 3.88% | Q4 2025 | Feb 17, 2026 |
| Sowa Financial Group, Inc. | History | Reduced | 58,191 | 3,788 | 1.97% | 2.26% | 56 | -10,285 | -15.02% | Q4 2025 | Feb 03, 2026 |
| CoreCap Advisors, LLC | History | Added to | 57,812 | 3,763 | 0.13% | 0.01% | 57 | +53,656 | 1291.05% | Q4 2025 | Jan 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 57,560 | 3,746 | 0.0% | 0.0% | 58 | -3,785 | -6.17% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 56,372 | 3,669 | 0.01% | 0.01% | 59 | -1,167 | -2.03% | Q4 2025 | Feb 13, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 54,773 | 3,565 | 0.03% | 0.09% | 60 | -93,103 | -62.96% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 53,634 | 3,496 | 0.01% | 0.01% | 61 | -7,240 | -11.89% | Q4 2025 | Feb 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 52,042 | 3,387 | 0.0% | 0.0% | 62 | -1,883 | -3.49% | Q4 2025 | Feb 06, 2026 |
| Lifestyle Asset Management, Inc. | History | New | 50,593 | 3,293 | 1.07% | — | 63 | +50,593 | New | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | Reduced | 50,298 | 3,274 | 0.0% | 0.0% | 64 | -372 | -0.73% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 47,926 | 3,119 | 0.02% | 0.03% | 65 | -31,505 | -39.66% | Q4 2025 | Jan 29, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | Reduced | 47,258 | 3,076 | 0.5% | 0.52% | 66 | -6,089 | -11.41% | Q4 2025 | Jan 27, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 46,590 | 3,032 | 0.0% | 0.0% | 67 | +2,733 | 6.23% | Q4 2025 | Feb 02, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 45,746 | 2,978 | 0.22% | 0.22% | 68 | -2,303 | -4.79% | Q4 2025 | Jan 20, 2026 |
| Mariner, LLC | History | Reduced | 45,024 | 2,931 | 0.0% | 0.0% | 69 | -997 | -2.17% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 44,770 | 2,926 | 0.0% | 0.0% | 70 | +2,134 | 5.01% | Q4 2025 | Feb 17, 2026 |
| Balboa Wealth Partners | History | New | 44,382 | 2,889 | 0.48% | — | 71 | +44,382 | New | Q4 2025 | Jan 16, 2026 |
| Mine & Arao Wealth Creation & Management, LLC. | History | Reduced | 43,423 | 2,826 | 1.11% | 1.04% | 72 | -127 | -0.29% | Q4 2025 | Jan 27, 2026 |
| Smartleaf Asset Management LLC | History | New | 42,513 | 2,784 | 0.11% | — | 73 | +42,513 | New | Q4 2025 | Feb 13, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 42,448 | 2,763 | 0.25% | 0.23% | 74 | +102 | 0.24% | Q4 2025 | Feb 12, 2026 |
| LOM Asset Management Ltd | History | Reduced | 42,377 | 2,758 | 0.8% | 0.77% | 75 | -398 | -0.93% | Q4 2025 | Jan 23, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 40,587 | 2,642 | 0.0% | — | 76 | +40,587 | New | Q4 2025 | Feb 17, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 39,354 | 2,561 | 0.05% | 0.05% | 77 | +2,875 | 7.88% | Q4 2025 | Feb 03, 2026 |
| USA FINANCIAL FORMULAS | History | New | 39,109 | 2,545 | 0.46% | — | 78 | +39,109 | New | Q4 2025 | Jan 14, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 37,956 | 2,470 | 0.33% | 0.31% | 79 | +706 | 1.9% | Q4 2025 | Jan 30, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 35,866 | 2,334 | 0.66% | 0.59% | 80 | -99 | -0.28% | Q4 2025 | Feb 06, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 35,795 | 2,330 | 0.02% | 0.02% | 81 | +2,925 | 8.9% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 35,709 | 2,324 | 0.0% | 0.0% | 82 | +28,708 | 410.06% | Q4 2025 | Feb 17, 2026 |
| WIN ADVISORS, INC | History | New | 35,303 | 2,298 | 0.98% | — | 84 | +35,303 | New | Q4 2025 | Feb 04, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 35,293 | 2,298 | 0.01% | 0.0% | 83 | -603 | -1.68% | Q4 2025 | Feb 11, 2026 |
| Essex LLC | History | Reduced | 34,212 | 2,227 | 0.39% | 0.36% | 85 | -53 | -0.15% | Q4 2025 | Jan 20, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 33,989 | 2,212 | 0.08% | 0.05% | 86 | +13,936 | 69.5% | Q4 2025 | Feb 17, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 32,135 | 2,092 | 1.87% | 1.76% | 87 | -401 | -1.23% | Q4 2025 | Jan 29, 2026 |
| 1832 Asset Management L.P. | History | New | 31,791 | 2,069 | 0.0% | — | 88 | +31,791 | New | Q4 2025 | Feb 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 30,392 | 1,978 | 0.04% | 0.03% | 89 | +7,954 | 35.45% | Q4 2025 | Feb 13, 2026 |
| NWF Advisory Services Inc. | History | Added to | 29,815 | 1,940 | 0.21% | 0.19% | 91 | +107 | 0.36% | Q4 2025 | Mar 03, 2026 |
| Zurich Insurance Group Ltd/FI | History | No change | 29,630 | 1,940 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AUA CAPITAL MANAGEMENT, LLC | History | Reduced | 29,579 | 1,925 | 0.97% | 0.99% | 92 | -380 | -1.27% | Q4 2025 | Jan 23, 2026 |
| Lido Advisors, LLC | History | Added to | 32,308 | 1,920 | 0.01% | 0.01% | 93 | +3,597 | 12.53% | Q4 2025 | Feb 10, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 28,270 | 1,840 | 0.15% | 0.15% | 94 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NORTHERN TRUST CORP | History | Added to | 27,835 | 1,812 | 0.0% | 0.0% | 95 | +3,084 | 12.46% | Q4 2025 | Feb 17, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 27,318 | 1,778 | 0.0% | 0.0% | 96 | +2,107 | 8.36% | Q4 2025 | Feb 10, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 26,699 | 1,738 | 0.11% | 0.09% | 97 | +3,649 | 15.83% | Q4 2025 | Jan 23, 2026 |
| DAVENPORT & Co LLC | History | Added to | 26,686 | 1,737 | 0.01% | 0.01% | 98 | +1,204 | 4.72% | Q4 2025 | Jan 12, 2026 |
| CORRADO ADVISORS, LLC | History | Added to | 25,828 | 1,681 | 0.84% | 0.78% | 99 | +1,239 | 5.04% | Q4 2025 | Feb 10, 2026 |
| Corient Private Wealth LLC | History | Reduced | 25,664 | 1,671 | 0.0% | 0.0% | 100 | -7,652 | -22.97% | Q4 2025 | Mar 09, 2026 |
| &PARTNERS | History | Added to | 25,104 | 1,634 | 0.01% | 0.01% | 101 | +3,439 | 15.87% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 24,922 | 1,622 | 0.01% | 0.01% | 102 | +1,462 | 6.23% | Q4 2025 | Feb 18, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 24,824 | 1,615 | 0.01% | 0.01% | 103 | -433 | -1.71% | Q4 2025 | Jan 27, 2026 |
| My Personal CFO, LLC | History | New | 24,750 | 1,611 | 0.67% | — | 104 | +24,750 | New | Q4 2025 | Jan 15, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 24,123 | 1,570 | 0.02% | 0.02% | 105 | -2,412 | -9.09% | Q4 2025 | Jan 26, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 24,025 | 1,564 | 0.0% | 0.0% | 106 | -19,074 | -44.26% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 22,924 | 1,492 | 0.0% | 0.0% | 107 | -645 | -2.74% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 22,292 | 1,451 | 0.0% | 0.0% | 108 | -5,097 | -18.61% | Q4 2025 | Mar 16, 2026 |
| Simmons Bank | History | Reduced | 22,000 | 1,432 | 0.1% | 0.09% | 109 | -2 | -0.01% | Q4 2025 | Feb 05, 2026 |
| COMMERCE BANK | History | Reduced | 21,969 | 1,430 | 0.01% | 0.01% | 110 | -46 | -0.21% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Added to | 21,828 | 1,424 | 0.0% | 0.0% | 111 | +99 | 0.46% | Q4 2025 | Jan 30, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 21,559 | 1,403 | 0.02% | 0.02% | 112 | +1,408 | 6.99% | Q4 2025 | Jan 29, 2026 |
| Kovack Advisors, Inc. | History | Added to | 21,498 | 1,399 | 0.07% | 0.06% | 113 | +9,956 | 86.26% | Q4 2025 | Feb 17, 2026 |
| Climber Capital SA | History | New | 26,429 | 1,370 | 0.89% | — | 114 | +26,429 | New | Q4 2025 | Feb 03, 2026 |
| VestGen Advisors, LLC | History | Reduced | 20,978 | 1,365 | 0.06% | 0.11% | 115 | -35,439 | -62.82% | Q4 2025 | Feb 17, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | No change | 20,910 | 1,361 | 0.66% | 0.59% | 116 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 20,786 | 1,353 | 0.01% | 0.01% | 117 | +1,586 | 8.26% | Q4 2025 | Feb 18, 2026 |
| Focus Partners Wealth | History | Added to | 20,221 | 1,316 | 0.0% | 0.0% | 118 | +5,046 | 33.25% | Q4 2025 | Feb 13, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 20,082 | 1,307 | 0.01% | 0.0% | 119 | +179 | 0.9% | Q4 2025 | Feb 12, 2026 |
| Yeomans Consulting Group, Inc. | History | New | 19,961 | 1,299 | 0.38% | — | 121 | +19,961 | New | Q4 2025 | Jan 07, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 19,959 | 1,299 | 0.03% | 0.03% | 120 | +2 | 0.01% | Q4 2025 | Jan 23, 2026 |
| BANQUE PICTET & CIE SA | History | New | 19,088 | 1,242 | 0.01% | — | 122 | +19,088 | New | Q4 2025 | Jan 16, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 18,935 | 1,232 | 0.02% | 0.02% | 123 | -1,358 | -6.69% | Q4 2025 | Jan 30, 2026 |
| Sankala Group LLC | History | New | 18,301 | 1,223 | 0.98% | — | 124 | +18,301 | New | Q4 2025 | Mar 02, 2026 |
| Royal Fund Management, LLC | History | Added to | 18,698 | 1,217 | 0.11% | 0.04% | 125 | +13,628 | 268.8% | Q4 2025 | Jan 15, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 18,519 | 1,205 | 0.03% | 0.06% | 126 | +3,514 | 23.42% | Q4 2025 | Feb 10, 2026 |
| Lakeshore Capital Group, Inc. | History | Reduced | 18,367 | 1,195 | 0.96% | 0.88% | 127 | -161 | -0.87% | Q4 2025 | Jan 21, 2026 |
| Prospera Financial Services Inc | History | Added to | 18,112 | 1,179 | 0.02% | 0.02% | 128 | +534 | 3.04% | Q4 2025 | Feb 09, 2026 |
| Merkkuri Wealth Advisors LLC | History | Reduced | 17,963 | 1,169 | 0.8% | 1.36% | 129 | -13,982 | -43.77% | Q4 2025 | Jan 29, 2026 |
| Cerity Partners LLC | History | Reduced | 17,630 | 1,147 | 0.0% | 0.0% | 130 | -144 | -0.81% | Q4 2025 | Feb 11, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 17,606 | 1,146 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Adams Wealth Management | History | Reduced | 17,161 | 1,117 | 0.24% | 0.31% | 132 | -7,623 | -30.76% | Q4 2025 | Feb 18, 2026 |
| CacheTech Inc. | History | Reduced | 17,161 | 1,117 | 0.21% | 0.29% | 133 | -7,623 | -30.76% | Q4 2025 | Feb 18, 2026 |
| MAI Capital Management | History | Added to | 17,110 | 1,113 | 0.01% | 0.01% | 134 | +9 | 0.05% | Q4 2025 | Feb 13, 2026 |
| NorthRock Partners, LLC | History | Reduced | 16,975 | 1,105 | 0.02% | 0.02% | 135 | -750 | -4.23% | Q4 2025 | Feb 17, 2026 |
| IFG Advisory, LLC | History | Added to | 16,901 | 1,100 | 0.05% | 0.04% | 136 | +898 | 5.61% | Q4 2025 | Feb 10, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | No change | 16,784 | 1,092 | 0.08% | 0.07% | 137 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CWM, LLC | History | Reduced | 16,657 | 1,084 | 0.0% | 0.0% | 138 | -4 | -0.02% | Q4 2025 | Jan 26, 2026 |
| Glenview Trust Co | History | Reduced | 16,625 | 1,082 | 0.02% | 0.02% | 139 | -4,789 | -22.36% | Q4 2025 | Feb 09, 2026 |
| IFP Advisors, Inc | History | Added to | 16,468 | 1,072 | 0.02% | 0.02% | 140 | +324 | 2.01% | Q4 2025 | Feb 06, 2026 |
| SMITH, MOORE & CO. | History | Added to | 16,438 | 1,070 | 0.08% | 0.07% | 141 | +1,120 | 7.31% | Q4 2025 | Jan 23, 2026 |
| Apella Capital, LLC | History | New | 16,179 | 1,053 | 0.02% | — | 142 | +16,179 | New | Q4 2025 | Jan 21, 2026 |
| Quantinno Capital Management LP | History | Reduced | 16,115 | 1,049 | 0.0% | 0.0% | 143 | -185 | -1.13% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 16,100 | 1,048 | 0.0% | 0.0% | 144 | +4,000 | 33.06% | Q4 2025 | Feb 12, 2026 |
| Pathstone Holdings, LLC | History | New | 16,005 | 1,041 | 0.0% | — | 145 | +16,005 | New | Q4 2025 | Feb 13, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 15,935 | 1,037 | 0.37% | 0.34% | 146 | -143 | -0.89% | Q4 2025 | Jan 22, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | Reduced | 15,814 | 1,029 | 0.44% | 0.45% | 147 | -19 | -0.12% | Q4 2025 | Feb 13, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | No change | 15,800 | 1,028 | 0.68% | 0.63% | 148 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Asset One Wealth Management LLC | History | New | 15,579 | 1,016 | 0.14% | — | 149 | +15,579 | New | Q4 2025 | Feb 17, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 15,533 | 1,011 | 0.13% | 0.12% | 150 | +1,161 | 8.08% | Q4 2025 | Feb 04, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 15,416 | 1,003 | 0.17% | 0.17% | 151 | -1,938 | -11.17% | Q4 2025 | Jan 20, 2026 |
| Allen Investment Management, LLC | History | New | 15,039 | 978 | 0.01% | — | 152 | +15,039 | New | Q4 2025 | Feb 10, 2026 |
| Sovran Advisors, LLC | History | Added to | 14,692 | 968 | 0.08% | 0.08% | 153 | +176 | 1.21% | Q4 2025 | Jan 20, 2026 |
| Worth Financial Advisory Group, LLC | History | Reduced | 14,782 | 962 | 0.47% | 0.5% | 154 | -547 | -3.57% | Q4 2025 | Jan 16, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 14,703 | 957 | 0.01% | 0.01% | 155 | -296 | -1.97% | Q4 2025 | Jan 22, 2026 |
| Oxinas Partners, LLC | History | Reduced | 14,545 | 946 | 0.46% | 0.52% | 156 | -2,080 | -12.51% | Q4 2025 | Jan 26, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 14,423 | 938 | 0.0% | 0.0% | 158 | -815 | -5.35% | Q4 2025 | Feb 12, 2026 |
| Haverford Trust Co | History | No change | 14,410 | 938 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Reduced | 14,295 | 930 | 0.01% | 0.01% | 159 | -959 | -6.29% | Q4 2025 | Feb 17, 2026 |
| TRITONPOINT WEALTH, LLC | History | Added to | 14,088 | 917 | 0.09% | 0.07% | 160 | +43 | 0.31% | Q4 2025 | Jan 20, 2026 |
| Indivisible Partners | History | New | 13,915 | 905 | 0.1% | — | 161 | +13,915 | New | Q4 2025 | Feb 03, 2026 |
| High Point Wealth Management, LLC | History | New | 13,768 | 896 | 0.84% | — | 162 | +13,768 | New | Q4 2025 | Jan 29, 2026 |
| Vivaldi Capital Management LP | History | Reduced | 13,763 | 895 | 0.12% | 0.11% | 163 | -36 | -0.26% | Q4 2025 | Feb 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 13,588 | 884 | 0.01% | 0.01% | 164 | -67 | -0.49% | Q4 2025 | Feb 12, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 13,578 | 883 | 0.02% | 0.01% | 165 | +8,192 | 152.1% | Q4 2025 | Jan 22, 2026 |
| CHOREO, LLC | History | Reduced | 13,461 | 881 | 0.01% | 0.01% | 166 | -1,324 | -8.96% | Q4 2025 | Jan 23, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 13,488 | 878 | 0.25% | 0.24% | 167 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Cresset Asset Management, LLC | History | Added to | 13,389 | 871 | 0.0% | 0.0% | 169 | +3,379 | 33.76% | Q4 2025 | Feb 17, 2026 |
| BROWN ADVISORY INC | History | Reduced | 13,380 | 871 | 0.0% | 0.0% | 168 | -540 | -3.88% | Q4 2025 | Feb 13, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | New | 13,371 | 870 | 0.04% | — | 170 | +13,371 | New | Q4 2025 | Feb 17, 2026 |
| Bellwether Advisors, LLC | History | No change | 13,169 | 857 | 0.14% | 0.13% | 171 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 13,094 | 852 | 0.1% | 0.09% | 172 | -689 | -5.0% | Q4 2025 | Jan 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 13,074 | 851 | 0.01% | — | 173 | +13,074 | New | Q4 2025 | Feb 10, 2026 |
| V2 Financial group LLC | History | No change | 13,000 | 846 | 0.42% | 0.42% | 174 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 12,921 | 841 | 0.01% | — | 175 | +12,921 | New | Q4 2025 | Feb 12, 2026 |
| Asempa Wealth Advisors | History | New | 12,569 | 818 | 0.7% | — | 177 | +12,569 | New | Q4 2025 | Jan 08, 2026 |
| Sowell Financial Services LLC | History | No change | 12,568 | 818 | 0.03% | 0.03% | 176 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Heritage Wealth Advisors | History | Added to | 12,368 | 805 | 0.03% | 0.03% | 178 | +694 | 5.94% | Q4 2025 | Feb 13, 2026 |
| Claro Advisors Inc. | History | Added to | 12,331 | 802 | 0.11% | 0.1% | 179 | +78 | 0.64% | Q4 2025 | Feb 17, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 12,301 | 800 | 0.13% | — | 180 | +12,301 | New | Q4 2025 | Feb 12, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 12,024 | 782 | 0.05% | 0.05% | 181 | -1,020 | -7.82% | Q4 2025 | Feb 17, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 11,916 | 775 | 0.05% | 0.03% | 183 | +3,373 | 39.48% | Q4 2025 | Feb 20, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 11,910 | 775 | 0.0% | 0.0% | 182 | +2,274 | 23.6% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 11,769 | 766 | 0.0% | 0.0% | 184 | +1 | 0.01% | Q4 2025 | Feb 11, 2026 |
| Mutual Advisors, LLC | History | Added to | 11,701 | 761 | 0.02% | 0.01% | 185 | +4,154 | 55.04% | Q4 2025 | Feb 02, 2026 |
| Boreal Capital Management LLC | History | Reduced | 11,695 | 761 | 0.57% | 0.58% | 186 | -472 | -3.88% | Q4 2025 | Feb 17, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 11,653 | 758 | 0.01% | 0.01% | 187 | +50 | 0.43% | Q4 2025 | Feb 19, 2026 |
| Dentgroup LLC | History | Reduced | 11,381 | 740 | 0.51% | 0.72% | 188 | -7,570 | -39.95% | Q4 2025 | Jan 28, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 11,187 | 728 | 0.02% | 0.01% | 189 | +5,697 | 103.77% | Q4 2025 | Feb 13, 2026 |
| Astoria Portfolio Advisors LLC. | History | New | 10,993 | 727 | 0.17% | — | 190 | +10,993 | New | Q4 2025 | Feb 24, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 11,060 | 720 | 0.05% | 0.05% | 191 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Added to | 10,874 | 707 | 0.21% | 0.18% | 192 | +731 | 7.21% | Q4 2025 | Jan 12, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 10,747 | 699 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Indie Asset Partners, LLC | History | Reduced | 10,566 | 687 | 0.77% | 0.92% | 194 | -1,199 | -10.19% | Q4 2025 | Feb 03, 2026 |
| Sigma Planning Corp | History | Reduced | 10,546 | 686 | 0.02% | 0.02% | 195 | -91 | -0.86% | Q4 2025 | Jan 30, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 10,474 | 681 | 0.0% | 0.0% | 196 | +3 | 0.03% | Q4 2025 | Feb 12, 2026 |
| Finley Financial, LLC | History | Reduced | 10,450 | 680 | 0.31% | 0.34% | 197 | -2,050 | -16.4% | Q4 2025 | Jan 21, 2026 |
| WESBANCO BANK INC | History | No change | 10,385 | 676 | 0.02% | 0.02% | 198 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 10,348 | 673 | 0.05% | 0.05% | 199 | -154 | -1.47% | Q4 2025 | Feb 10, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 10,317 | 671 | 0.02% | 0.02% | 200 | -2,246 | -17.88% | Q4 2025 | Jan 28, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 10,257 | 667 | 0.01% | 0.01% | 201 | +3,371 | 48.95% | Q4 2025 | Jan 27, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 10,250 | 667 | 0.01% | 0.01% | 202 | -2,039 | -16.59% | Q4 2025 | Jan 23, 2026 |
| Wealthspire Retirement, LLC | History | No change | 10,190 | 663 | 0.04% | 0.04% | 203 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 10,108 | 658 | 0.01% | 0.01% | 204 | -609 | -5.68% | Q4 2025 | Feb 02, 2026 |
| Sachetta, LLC | History | Reduced | 10,050 | 654 | 0.36% | 0.22% | 207 | -167 | -1.63% | Q4 2025 | Feb 02, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 10,055 | 654 | 0.04% | 0.03% | 205 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CFM WEALTH PARTNERS LLC | History | No change | 10,060 | 654 | 0.09% | 0.09% | 206 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| PLANNING DIRECTIONS INC | History | Reduced | 10,004 | 651 | 0.33% | 0.38% | 208 | -2,542 | -20.26% | Q4 2025 | Jan 21, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 10,000 | 651 | 0.03% | 0.03% | 209 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 9,962 | 648 | 0.01% | 0.01% | 211 | +1,985 | 24.88% | Q4 2025 | Jan 20, 2026 |
| Carnegie Investment Counsel | History | No change | 9,960 | 648 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Tranquility Partners, LLC | History | No change | 9,768 | 635 | 0.23% | 0.19% | 212 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 39,310 | 634 | 0.02% | 0.04% | 213 | -668 | -1.67% | Q4 2025 | Feb 11, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 9,578 | 623 | 0.01% | 0.01% | 214 | -1,948 | -16.9% | Q4 2025 | Jan 21, 2026 |
| Symphony Financial Services, Inc. | History | Added to | 9,485 | 617 | 0.32% | 0.3% | 215 | +75 | 0.8% | Q4 2025 | Feb 12, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 9,403 | 612 | 0.04% | 0.04% | 216 | +1 | 0.01% | Q4 2025 | Jan 23, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 9,352 | 608 | 0.01% | 0.01% | 218 | -4,335 | -31.67% | Q4 2025 | Feb 13, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 9,345 | 608 | 0.01% | 0.01% | 217 | -178 | -1.87% | Q4 2025 | Jan 13, 2026 |
| Thomasville National Bank | History | No change | 9,275 | 603 | 0.04% | 0.03% | 219 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | New | 9,175 | 597 | 0.01% | — | 220 | +9,175 | New | Q4 2025 | Feb 18, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 9,070 | 590 | 0.03% | 0.03% | 221 | -275 | -2.94% | Q4 2025 | Jan 14, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 8,981 | 584 | 0.05% | 0.04% | 222 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 8,878 | 577 | 0.0% | 0.0% | 223 | +2 | 0.02% | Q4 2025 | Feb 13, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 8,848 | 576 | 0.02% | 0.02% | 224 | -777 | -8.07% | Q4 2025 | Feb 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 8,843 | 575 | 0.01% | 0.0% | 225 | +6,272 | 243.95% | Q4 2025 | Feb 09, 2026 |
| Caprock Group, LLC | History | Reduced | 8,800 | 572 | 0.01% | 0.01% | 226 | -115 | -1.29% | Q4 2025 | Jan 28, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 8,769 | 570 | 0.01% | 0.01% | 227 | +670 | 8.27% | Q4 2025 | Feb 09, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 8,749 | 569 | 0.02% | 0.02% | 228 | +2 | 0.02% | Q4 2025 | Jan 12, 2026 |
| Mandatum Life Insurance Co Ltd | History | No change | 8,471 | 551 | 0.13% | 0.12% | 229 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 8,423 | 548 | 0.01% | 0.01% | 230 | -300 | -3.44% | Q4 2025 | Feb 05, 2026 |
| Black Swift Group, LLC | History | New | 8,405 | 547 | 0.09% | — | 231 | +8,405 | New | Q4 2025 | Feb 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 8,308 | 540 | 0.0% | 0.0% | 232 | +1,367 | 19.69% | Q4 2025 | Feb 18, 2026 |
| COMERICA BANK | History | Reduced | 8,281 | 539 | 0.0% | 0.0% | 233 | -260 | -3.04% | Q4 2025 | Jan 29, 2026 |
| EP Wealth Advisors, LLC | History | New | 8,272 | 538 | 0.0% | — | 234 | +8,272 | New | Q4 2025 | Feb 18, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 8,250 | 537 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Retirement Planning Group, LLC | History | Added to | 8,192 | 533 | 0.02% | 0.02% | 236 | +253 | 3.19% | Q4 2025 | Feb 03, 2026 |
| Jacobs Equity LLC | History | New | 8,091 | 526 | 0.51% | — | 237 | +8,091 | New | Q4 2025 | Feb 19, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 8,069 | 525 | 0.01% | 0.0% | 238 | +3,192 | 65.45% | Q4 2025 | Feb 12, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 7,871 | 512 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 7,835 | 510 | 0.04% | 0.04% | 240 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 7,625 | 507 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Sage Capital Management, LLC | History | Added to | 7,726 | 502 | 0.23% | 0.2% | 242 | +28 | 0.36% | Q4 2025 | Jan 15, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 7,701 | 501 | 0.0% | 0.0% | 243 | +13 | 0.17% | Q4 2025 | Feb 13, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 7,640 | 497 | 0.0% | 0.0% | 244 | +17 | 0.22% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 7,535 | 490 | 0.0% | 0.0% | 245 | +750 | 11.05% | Q4 2025 | Feb 17, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 7,514 | 489 | 0.07% | 0.05% | 246 | +2,049 | 37.49% | Q4 2025 | Feb 04, 2026 |
| Merit Financial Group, LLC | History | Added to | 7,450 | 485 | 0.0% | 0.0% | 247 | +927 | 14.21% | Q4 2025 | Jan 26, 2026 |
| Moment Partners, LLC | History | No change | 7,375 | 480 | 0.1% | 0.08% | 248 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 7,363 | 479 | 0.01% | 0.01% | 249 | -2,264 | -23.52% | Q4 2025 | Jan 16, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 7,359 | 479 | 0.06% | 0.06% | 251 | -105 | -1.41% | Q4 2025 | Jan 22, 2026 |
| Archer Investment Corp | History | Added to | 7,369 | 479 | 0.11% | 0.1% | 250 | +1 | 0.01% | Q4 2025 | Jan 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 7,357 | 478 | 0.0% | 0.0% | 252 | -30 | -0.41% | Q4 2025 | Feb 09, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 7,115 | 463 | 0.02% | 0.01% | 253 | +4,905 | 221.95% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 7,097 | 462 | 0.01% | — | 254 | +7,083 | 50592.86% | Q4 2025 | Feb 17, 2026 |
| Ancora Advisors LLC | History | Reduced | 7,071 | 460 | 0.01% | 0.01% | 255 | -3,250 | -31.49% | Q4 2025 | Feb 17, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | No change | 7,055 | 459 | 0.38% | 0.34% | 256 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 7,029 | 457 | 0.24% | 0.31% | 257 | -7,069 | -50.14% | Q4 2025 | Feb 18, 2026 |
| August Group Capital Ltd | History | New | 7,000 | 455 | 0.5% | — | 259 | +7,000 | New | Q4 2025 | Feb 12, 2026 |
| Strategic Advocates LLC | History | Added to | 6,947 | 455 | 0.12% | 0.1% | 258 | +87 | 1.27% | Q4 2025 | Feb 11, 2026 |
| Arax Advisory Partners | History | New | 6,958 | 453 | 0.01% | — | 260 | +6,958 | New | Q4 2025 | Feb 13, 2026 |
| American Financial Advisors, LLC | History | Reduced | 6,942 | 451 | 0.06% | 0.06% | 261 | -607 | -8.04% | Q4 2025 | Feb 03, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 6,919 | 450 | 0.0% | 0.0% | 262 | +1,459 | 26.72% | Q4 2025 | Feb 13, 2026 |
| MRA Advisory Group | History | Added to | 6,926 | 450 | 0.19% | 0.18% | 263 | +6 | 0.09% | Q4 2025 | Jan 16, 2026 |
| Weaver Consulting Group | History | Added to | 6,837 | 445 | 0.11% | 0.1% | 264 | +2 | 0.03% | Q4 2025 | Feb 10, 2026 |
| Manchester Capital Management LLC | History | No change | 6,779 | 441 | 0.06% | 0.05% | 265 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 6,763 | 440 | 0.0% | — | 266 | +6,763 | New | Q4 2025 | Feb 05, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 6,768 | 440 | 0.01% | 0.01% | 267 | -203 | -2.91% | Q4 2025 | Feb 12, 2026 |
| TSG Advice Partners, LLC | History | New | 6,742 | 438 | 0.07% | — | 268 | +6,742 | New | Q4 2025 | Feb 17, 2026 |
| Granite FO LLC | History | No change | 6,663 | 433 | 0.23% | 0.21% | 269 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | No change | 6,641 | 432 | 0.13% | 0.12% | 270 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Athena Investment Management | History | No change | 6,546 | 426 | 0.22% | 0.2% | 271 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Headlands Technologies LLC | History | New | 6,500 | 423 | 0.04% | — | 272 | +6,500 | New | Q4 2025 | Feb 13, 2026 |
| Kelsey Financial, LLC | History | New | 6,500 | 423 | 0.36% | — | 275 | +6,500 | New | Q4 2025 | Jan 23, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 6,505 | 423 | 0.02% | 0.02% | 273 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Counterweight Ventures, LLC | History | No change | 6,507 | 423 | 0.24% | 0.22% | 274 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 6,483 | 422 | 0.16% | 0.15% | 276 | -1,398 | -17.74% | Q4 2025 | Feb 05, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | No change | 6,335 | 412 | 0.16% | 0.16% | 277 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Procyon Advisors, LLC | History | No change | 6,250 | 406 | 0.02% | 0.02% | 278 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Millennium Capital Advisors, LLC | History | No change | 6,200 | 403 | 0.24% | 0.22% | 279 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 6,189 | 402 | 0.01% | 0.04% | 280 | -3,134 | -33.62% | Q4 2025 | Feb 04, 2026 |
| Palisades Hudson Asset Management, L.P. | History | Added to | 6,125 | 399 | 0.15% | 0.13% | 281 | +24 | 0.39% | Q4 2025 | Jan 30, 2026 |
| North Star Investment Management Corp. | History | No change | 6,105 | 397 | 0.02% | 0.02% | 282 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 6,096 | 396 | 0.03% | 0.03% | 284 | +124 | 2.08% | Q4 2025 | Jan 09, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | No change | 6,076 | 396 | 0.07% | 0.06% | 283 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 6,075 | 395 | 0.02% | 0.08% | 285 | -14,890 | -71.02% | Q4 2025 | Feb 04, 2026 |
| Snowden Capital Advisors LLC | History | New | 6,079 | 395 | 0.01% | — | 286 | +6,079 | New | Q4 2025 | Feb 17, 2026 |
| GARRISON POINT ADVISORS, LLC | History | Added to | 6,005 | 390 | 0.17% | 0.13% | 288 | +725 | 13.73% | Q4 2025 | Feb 13, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 6,000 | 390 | 0.12% | 0.11% | 287 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 5,960 | 387 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Visionary Wealth Advisors | History | Reduced | 5,932 | 386 | 0.02% | 0.02% | 290 | -276 | -4.45% | Q4 2025 | Feb 13, 2026 |
| Summit Financial, LLC | History | Added to | 5,875 | 382 | 0.01% | 0.0% | 291 | +570 | 10.74% | Q4 2025 | Feb 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 5,851 | 380 | 0.0% | 0.0% | 292 | +689 | 13.35% | Q4 2025 | Jan 29, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 5,842 | 380 | 0.01% | 0.01% | 293 | -12 | -0.2% | Q4 2025 | Jan 12, 2026 |
| Shira Ridge Wealth Management | History | Reduced | 5,834 | 379 | 0.15% | 0.17% | 294 | -804 | -12.11% | Q4 2025 | Jan 12, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 5,778 | 376 | 0.01% | 0.01% | 295 | +789 | 15.81% | Q4 2025 | Feb 04, 2026 |
| Ignite Planners, LLC | History | Added to | 5,789 | 376 | 0.06% | 0.06% | 296 | +4 | 0.07% | Q4 2025 | Feb 06, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 5,751 | 374 | 0.01% | 0.01% | 297 | +8 | 0.14% | Q4 2025 | Feb 05, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 5,647 | 367 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Pingora Partners LLC | History | Reduced | 5,622 | 365 | 0.22% | 0.25% | 300 | -900 | -13.8% | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 5,622 | 365 | 0.0% | 0.0% | 299 | +10 | 0.18% | Q4 2025 | Feb 13, 2026 |
| Owen LaRue, LLC | History | Added to | 5,537 | 360 | 0.14% | 0.11% | 301 | +884 | 19.0% | Q4 2025 | Feb 05, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 5,526 | 359 | 0.01% | 0.01% | 302 | +500 | 9.95% | Q4 2025 | Jan 28, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 5,500 | 358 | 0.01% | 0.01% | 303 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Harvest Investment Services, LLC | History | Added to | 5,486 | 357 | 0.07% | 0.04% | 304 | +2,063 | 60.27% | Q4 2025 | Feb 17, 2026 |
| HB Wealth Management, LLC | History | Added to | 5,471 | 356 | 0.0% | 0.0% | 305 | +245 | 4.69% | Q4 2025 | Jan 28, 2026 |
| Colorado Capital Management, Inc. | History | No change | 5,455 | 355 | 0.13% | 0.12% | 306 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 5,435 | 353 | 0.02% | 0.02% | 308 | -1,100 | -16.83% | Q4 2025 | Feb 06, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 5,425 | 353 | 0.02% | 0.03% | 307 | -288 | -5.04% | Q4 2025 | Jan 21, 2026 |
| Arrowroot Family Office, LLC | History | Reduced | 5,407 | 351 | 0.13% | 0.16% | 309 | -1,566 | -22.46% | Q4 2025 | Feb 11, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 5,380 | 350 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TPG Advisors LLC | History | No change | 5,375 | 349 | 0.22% | 0.21% | 311 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Summit Wealth Group, LLC | History | Reduced | 5,308 | 345 | 0.08% | 0.08% | 312 | -231 | -4.17% | Q4 2025 | Feb 06, 2026 |
| PFG Advisors | History | Reduced | 5,276 | 343 | 0.02% | 0.01% | 313 | -565 | -9.67% | Q4 2025 | Jan 27, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 5,228 | 340 | 0.01% | 0.01% | 314 | -164 | -3.04% | Q4 2025 | Feb 12, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 5,219 | 339 | 0.0% | 0.0% | 315 | +1,500 | 40.33% | Q4 2025 | Feb 09, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | New | 5,181 | 337 | 0.12% | — | 316 | +5,181 | New | Q4 2025 | Jan 21, 2026 |
| BAILARD, INC. | History | No change | 5,150 | 335 | 0.01% | 0.01% | 317 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | No change | 5,111 | 332 | 0.14% | 0.13% | 318 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 5,087 | 331 | 0.0% | 0.0% | 319 | +5 | 0.1% | Q4 2025 | Feb 03, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Reduced | 5,070 | 330 | 0.11% | 0.1% | 320 | -124 | -2.39% | Q4 2025 | Jan 28, 2026 |
| BCS Wealth Management | History | New | 5,000 | 325 | 0.03% | — | 323 | +5,000 | New | Q4 2025 | Jan 26, 2026 |
| MERIDIAN MANAGEMENT CO | History | No change | 5,000 | 325 | 0.08% | 0.08% | 321 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 5,000 | 325 | 0.07% | 0.07% | 322 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Arbor Investment Advisors, LLC | History | No change | 4,984 | 324 | 0.04% | 0.04% | 324 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Spire Wealth Management | History | Added to | 4,935 | 321 | 0.01% | 0.01% | 325 | +7 | 0.14% | Q4 2025 | Jan 14, 2026 |
| Milestones Private Investment Advisors LLC | History | Reduced | 4,929 | 320 | 0.22% | 0.2% | 326 | -186 | -3.64% | Q4 2025 | Jan 26, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 4,835 | 319 | 0.01% | 0.01% | 327 | +9 | 0.19% | Q4 2025 | Jan 28, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Reduced | 4,879 | 317 | 0.03% | 0.04% | 328 | -811 | -14.25% | Q4 2025 | Jan 09, 2026 |
| Midwest Trust Co | History | No change | 4,875 | 317 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| LJI Wealth Management, LLC | History | Reduced | 4,849 | 315 | 0.05% | 0.05% | 330 | -100 | -2.02% | Q4 2025 | Feb 03, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 4,816 | 313 | 0.0% | 0.0% | 331 | -228 | -4.52% | Q4 2025 | Feb 11, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | Added to | 4,799 | 312 | 0.1% | 0.09% | 332 | +70 | 1.48% | Q4 2025 | Jan 29, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 4,725 | 307 | 0.02% | 0.02% | 333 | -500 | -9.57% | Q4 2025 | Jan 29, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 4,646 | 302 | 0.02% | 0.02% | 334 | -600 | -11.44% | Q4 2025 | Feb 05, 2026 |
| ALLSTATE CORP | History | Reduced | 4,624 | 301 | 0.0% | 0.02% | 335 | -8,176 | -63.88% | Q4 2025 | Feb 09, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 4,565 | 297 | 0.01% | 0.01% | 336 | -345 | -7.03% | Q4 2025 | Jan 20, 2026 |
| Stronghold Wealth Management L.L.C. | History | New | 4,541 | 295 | 0.44% | — | 338 | +4,541 | New | Q4 2025 | Feb 06, 2026 |
| KKM Financial LLC | History | No change | 4,540 | 295 | 0.05% | 0.08% | 337 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Redwood Financial Network Corp | History | Added to | 4,502 | 293 | 0.19% | 0.14% | 339 | +620 | 15.97% | Q4 2025 | Feb 10, 2026 |
| Maxele Advisors, LLC | History | No change | 4,475 | 291 | 0.24% | 0.23% | 340 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| FOCUSED ALPHA, LLC | History | New | 4,446 | 289 | 0.08% | — | 341 | +4,446 | New | Q4 2025 | Feb 13, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 4,426 | 288 | 0.18% | 0.17% | 343 | -368 | -7.68% | Q4 2025 | Feb 06, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 4,434 | 288 | 0.0% | 0.0% | 342 | -121 | -2.66% | Q4 2025 | Jan 21, 2026 |
| Sharper & Granite LLC | History | Reduced | 4,375 | 284 | 0.1% | 0.1% | 344 | -500 | -10.26% | Q4 2025 | Jan 27, 2026 |
| XTX Topco Ltd | History | Reduced | 4,303 | 280 | 0.01% | 0.04% | 345 | -7,392 | -63.21% | Q4 2025 | Feb 17, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 4,265 | 277 | 0.12% | 0.11% | 346 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Legacy Advisors, LLC | History | New | 4,250 | 276 | 0.03% | — | 347 | +4,250 | New | Q4 2025 | Jan 27, 2026 |
| CERTUITY, LLC | History | Reduced | 4,215 | 274 | 0.02% | 0.02% | 348 | -1 | -0.02% | Q4 2025 | Jan 30, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 4,201 | 273 | 0.02% | 0.02% | 349 | -502 | -10.67% | Q4 2025 | Feb 12, 2026 |
| Gryphon Financial Partners LLC | History | No change | 4,193 | 272 | 0.03% | 0.03% | 350 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 4,174 | 271 | 0.06% | 0.06% | 352 | +195 | 4.9% | Q4 2025 | Feb 11, 2026 |
| FIRST MERCHANTS CORP | History | No change | 4,169 | 271 | 0.01% | 0.01% | 351 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Keel Point, LLC | History | No change | 4,147 | 269 | 0.02% | 0.01% | 353 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 4,060 | 264 | 0.03% | 0.03% | 354 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 4,045 | 263 | 0.0% | — | 357 | +4,045 | New | Q4 2025 | Feb 18, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 4,042 | 263 | 0.0% | 0.0% | 356 | -517 | -11.34% | Q4 2025 | Feb 09, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | Added to | 4,047 | 263 | 0.06% | 0.05% | 355 | +163 | 4.2% | Q4 2025 | Jan 23, 2026 |
| Independent Advisor Alliance | History | No change | 4,032 | 262 | 0.01% | 0.01% | 358 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Sunburst Financial Group, LLC | History | No change | 4,037 | 262 | 0.05% | 0.05% | 359 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Karnit Road Accident Victims Compensation Fund | History | New | 4,000 | 260 | 0.15% | — | 362 | +4,000 | New | Q4 2025 | Feb 17, 2026 |
| LCNB CORP | History | No change | 4,000 | 260 | 0.09% | 0.08% | 360 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 4,000 | 260 | 0.09% | 0.09% | 361 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| AlphaCore Capital LLC | History | Added to | 3,957 | 257 | 0.01% | 0.0% | 364 | +2,918 | 280.85% | Q4 2025 | Feb 05, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 3,950 | 257 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| TRILLIUM ASSET MANAGEMENT, LLC | History | No change | 3,940 | 256 | 0.01% | 0.01% | 365 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Added to | 3,930 | 255 | 0.0% | 0.0% | 367 | +437 | 12.51% | Q4 2025 | Feb 12, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 3,918 | 255 | 0.07% | 0.07% | 366 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| StoneX Group Inc. | History | New | 3,910 | 254 | 0.01% | — | 368 | +3,910 | New | Q4 2025 | Feb 12, 2026 |
| ARRIEN INVESTMENTS, INC. | History | Reduced | 3,903 | 254 | 0.14% | 0.22% | 369 | -2,455 | -38.61% | Q4 2025 | Jan 30, 2026 |
| Keebeck Wealth Management | History | Reduced | 3,878 | 252 | 0.03% | 0.03% | 370 | -90 | -2.27% | Q4 2025 | Feb 17, 2026 |
| Joseph P. Lucia & Associates, LLC | History | New | 3,870 | 251 | 0.09% | — | 372 | +3,870 | New | Q4 2025 | Jan 28, 2026 |
| Csenge Advisory Group | History | Reduced | 3,868 | 251 | 0.01% | 0.02% | 371 | -2,793 | -41.93% | Q4 2025 | Feb 06, 2026 |
| Ridge Creek Global, Inc | History | New | 3,840 | 249 | 0.21% | — | 373 | +3,840 | New | Q4 2025 | Feb 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 3,815 | 248 | 0.01% | 0.01% | 374 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 3,753 | 244 | 0.01% | 0.01% | 376 | -280 | -6.94% | Q4 2025 | Feb 17, 2026 |
| Narwhal Capital Management | History | No change | 3,750 | 244 | 0.02% | 0.02% | 375 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Harbour Trust & Investment Management Co | History | No change | 3,750 | 244 | 0.02% | 0.02% | 377 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 3,725 | 242 | 0.02% | 0.02% | 378 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kaydan Wealth Management, Inc. | History | No change | 3,681 | 239 | 0.07% | 0.06% | 379 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 3,650 | 237 | 0.01% | 0.01% | 380 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Round Rock Advisors LLC | History | No change | 3,641 | 237 | 0.04% | 0.03% | 381 | 0 | 0.0% | Q4 2025 | Apr 07, 2026 |
| Keystone Wealth Services, LLC | History | No change | 3,645 | 237 | 0.05% | 0.05% | 382 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Atlas Brown,Inc. | History | Added to | 3,617 | 235 | 0.07% | 0.06% | 383 | +13 | 0.36% | Q4 2025 | Jan 09, 2026 |
| Apollon Financial, LLC | History | No change | 3,600 | 234 | 0.03% | 0.04% | 384 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Redwood Investment Management, LLC | History | New | 3,551 | 231 | 0.03% | — | 385 | +3,551 | New | Q4 2025 | Feb 17, 2026 |
| Pavion Blue Capital, LLC | History | No change | 3,550 | 231 | 0.1% | 0.09% | 386 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| AMG National Trust Bank | History | No change | 3,505 | 228 | 0.01% | 0.0% | 387 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Smith Salley Wealth Management | History | No change | 3,510 | 228 | 0.01% | 0.01% | 388 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 3,506 | 228 | 0.02% | 0.02% | 389 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 3,496 | 227 | 0.01% | — | 390 | +3,496 | New | Q4 2025 | Feb 13, 2026 |
| Argyle Capital Partners, LLC | History | Reduced | 3,474 | 226 | 0.17% | 0.24% | 393 | -2,143 | -38.15% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | Reduced | 3,485 | 226 | 0.0% | 0.0% | 391 | -61 | -1.72% | Q4 2025 | Feb 11, 2026 |
| PFG Investments, LLC | History | Reduced | 3,479 | 226 | 0.01% | 0.01% | 392 | -19 | -0.54% | Q4 2025 | Jan 26, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 3,470 | 225 | 0.08% | 0.08% | 394 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 3,400 | 221 | 0.01% | 0.01% | 395 | -500 | -12.82% | Q4 2025 | Feb 03, 2026 |
| GM Advisory Group, LLC | History | New | 3,373 | 219 | 0.01% | — | 396 | +3,373 | New | Q4 2025 | Feb 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 3,335 | 217 | 0.01% | 0.01% | 397 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Bedel Financial Consulting, Inc. | History | New | 3,327 | 216 | 0.02% | — | 398 | +3,327 | New | Q4 2025 | Jan 28, 2026 |
| Synergy Asset Management, LLC | History | New | 3,305 | 215 | 0.02% | — | 399 | +3,305 | New | Q4 2025 | Jan 13, 2026 |
| Samalin Investment Counsel, LLC | History | New | 3,287 | 213 | 0.08% | — | 400 | +3,287 | New | Q4 2025 | Jan 30, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 3,265 | 212 | 0.0% | 0.0% | 401 | -976 | -23.01% | Q4 2025 | Feb 17, 2026 |
| Outlook Wealth Advisors, LLC | History | New | 3,251 | 211 | 0.05% | — | 403 | +3,251 | New | Q4 2025 | Feb 11, 2026 |
| BENJAMIN EDWARDS INC | History | New | 3,249 | 211 | 0.0% | — | 402 | +3,249 | New | Q4 2025 | Feb 02, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | New | 3,247 | 211 | 0.02% | — | 405 | +3,247 | New | Q4 2025 | Feb 17, 2026 |
| Kingsview Wealth Management, LLC | History | New | 3,246 | 211 | 0.0% | — | 404 | +3,246 | New | Q4 2025 | Feb 09, 2026 |
| Boston Partners | History | New | 3,234 | 210 | 0.0% | — | 406 | +3,234 | New | Q4 2025 | Feb 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 3,195 | 207 | 0.01% | 0.01% | 407 | +12 | 0.38% | Q4 2025 | Feb 06, 2026 |
| PARK NATIONAL CORP /OH/ | History | New | 3,150 | 205 | 0.01% | — | 408 | +3,150 | New | Q4 2025 | Jan 05, 2026 |
| Pitcairn Wealth Advisors LLC | History | New | 3,150 | 205 | 0.02% | — | 409 | +3,150 | New | Q4 2025 | Feb 13, 2026 |
| Nilsine Partners, LLC | History | New | 3,094 | 201 | 0.02% | — | 410 | +3,094 | New | Q4 2025 | Jan 15, 2026 |
| PCG ASSET MANAGEMENT, LLC | History | Reduced | 3,055 | 201 | 0.16% | 0.16% | 411 | -450 | -12.84% | Q4 2025 | Feb 12, 2026 |
| Valeo Financial Advisors, LLC | History | New | 3,076 | 200 | 0.0% | — | 412 | +3,076 | New | Q4 2025 | Feb 04, 2026 |
| Caldwell Trust Co | History | No change | 2,720 | 177 | 0.02% | 0.01% | 413 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 2,375 | 154 | 0.04% | 0.04% | 414 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Westfuller Advisors, LLC | History | Added to | 2,345 | 152 | 0.06% | 0.06% | 415 | +8 | 0.34% | Q4 2025 | Jan 21, 2026 |
| Sage Mountain Advisors LLC | History | No change | 2,300 | 149 | 0.01% | 0.01% | 416 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Front Row Advisors LLC | History | No change | 2,152 | 140 | 0.05% | 0.04% | 417 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BigSur Wealth Management LLC | History | No change | 2,000 | 130 | 0.03% | 0.03% | 418 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CX Institutional | History | Added to | 1,952 | 127 | 0.0% | 0.0% | 419 | +1,920 | 6000.0% | Q4 2025 | Feb 02, 2026 |
| Accordant Advisory Group Inc | History | No change | 1,940 | 126 | 0.09% | 0.08% | 420 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,926 | 125 | 0.01% | — | 421 | +1,926 | New | Q4 2025 | Feb 03, 2026 |
| Sound Income Strategies, LLC | History | New | 1,898 | 124 | 0.01% | — | 422 | +1,898 | New | Q4 2025 | Jan 21, 2026 |
| CDKV HOLDINGS LLC | History | New | 1,888 | 122 | 0.1% | — | 423 | +1,888 | New | Q4 2025 | Feb 17, 2026 |
| Key FInancial Inc | History | Added to | 1,857 | 120 | 0.02% | 0.02% | 424 | +6 | 0.32% | Q4 2025 | Feb 09, 2026 |
| BESSEMER GROUP INC | History | No change | 1,685 | 110 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,675 | 109 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,620 | 105 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MTM Investment Management, LLC | History | No change | 1,625 | 105 | 0.03% | 0.03% | 428 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| New Republic Capital, LLC | History | Added to | 1,611 | 104 | 0.03% | 0.01% | 429 | +841 | 109.22% | Q4 2025 | Feb 10, 2026 |
| Larson Financial Group LLC | History | Added to | 1,594 | 103 | 0.0% | 0.0% | 430 | +1 | 0.06% | Q4 2025 | Feb 06, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 1,546 | 100 | 0.0% | 0.0% | 431 | -280 | -15.33% | Q4 2025 | Feb 06, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,480 | 96 | 0.01% | 0.0% | 432 | +1 | 0.07% | Q4 2025 | Jan 20, 2026 |
| NBC SECURITIES, INC. | History | No change | 1,266 | 82 | 0.01% | 0.01% | 433 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 1,260 | 82 | 0.01% | 0.01% | 434 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,250 | 81 | 0.03% | 0.02% | 435 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Reflection Asset Management | History | New | 1,230 | 79 | 0.06% | — | 436 | +1,230 | New | Q4 2025 | Mar 02, 2026 |
| CVA Family Office, LLC | History | No change | 1,035 | 67 | 0.01% | 0.01% | 437 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Triumph Capital Management | History | New | 1,000 | 65 | 0.01% | — | 438 | +1,000 | New | Q4 2025 | Feb 12, 2026 |
| Ransom Advisory, Ltd | History | New | 1,000 | 65 | 0.03% | — | 442 | +1,000 | New | Q4 2025 | Jan 06, 2026 |
| Realta Investment Advisors | History | No change | 1,000 | 65 | 0.02% | 0.02% | 439 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Davis Capital Management | History | No change | 1,000 | 65 | 0.04% | 0.04% | 440 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 1,000 | 65 | 0.01% | 0.01% | 441 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CENTRAL TRUST Co | History | No change | 935 | 60 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Basepoint Wealth LLC | History | New | 876 | 57 | 0.03% | — | 445 | +876 | New | Q4 2025 | Feb 10, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 890 | 57 | 0.01% | 0.01% | 444 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| FIRST HORIZON CORP | History | No change | 870 | 56 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 805 | 52 | 0.01% | 0.01% | 447 | +3 | 0.37% | Q4 2025 | Feb 27, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 807 | 52 | 0.03% | 0.03% | 448 | +3 | 0.37% | Q4 2025 | Feb 09, 2026 |
| OPTIMA CAPITAL LLC | History | New | 780 | 50 | 0.02% | — | 449 | +780 | New | Q4 2025 | Jan 23, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 769 | 50 | 0.04% | — | 450 | +769 | New | Q4 2025 | Feb 06, 2026 |
| Family Manage LLC | History | No change | 750 | 48 | 0.01% | 0.01% | 451 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 750 | 48 | 0.01% | 0.01% | 452 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 726 | 47 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Signature Equity Partners, LLC | History | New | 718 | 46 | 0.03% | — | 455 | +718 | New | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Reduced | 709 | 46 | 0.0% | 0.0% | 454 | -25 | -3.41% | Q4 2025 | Jan 23, 2026 |
| Tidemark, LLC | History | No change | 705 | 45 | 0.01% | 0.01% | 456 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| LRI Investments, LLC | History | No change | 675 | 43 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| SIGNATUREFD, LLC | History | No change | 648 | 42 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| BAYBAN | History | New | 640 | 41 | 0.04% | — | 459 | +640 | New | Q4 2025 | Mar 05, 2026 |
| SJS Investment Consulting Inc. | History | No change | 615 | 40 | 0.01% | 0.0% | 460 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 585 | 38 | 0.01% | 0.01% | 461 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 570 | 37 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 545 | 35 | 0.01% | 0.01% | 463 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Financial Perspectives, Inc | History | Added to | 526 | 34 | 0.01% | 0.01% | 465 | +2 | 0.38% | Q4 2025 | Jan 28, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 536 | 34 | 0.01% | 0.01% | 464 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | New | 515 | 33 | 0.07% | — | 470 | +515 | New | Q4 2025 | Feb 13, 2026 |
| Cape Investment Advisory, Inc. | History | New | 511 | 33 | 0.01% | — | 468 | +511 | New | Q4 2025 | Feb 17, 2026 |
| Murphy & Mullick Capital Management Corp | History | Added to | 516 | 33 | 0.02% | 0.02% | 469 | +2 | 0.39% | Q4 2025 | Feb 10, 2026 |
| TSFG, LLC | History | No change | 500 | 33 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| RMG Wealth Management LLC | History | No change | 500 | 33 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Truvestments Capital LLC | History | No change | 500 | 32 | 0.01% | 0.01% | 471 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 500 | 32 | 0.01% | 0.01% | 472 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Bank of Jackson Hole Trust | History | No change | 500 | 32 | 0.02% | 0.01% | 473 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | New | 450 | 29 | 0.0% | — | 475 | +450 | New | Q4 2025 | Feb 13, 2026 |
| Beutel, Goodman & Co Ltd. | History | No change | 460 | 29 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | New | 431 | 28 | 0.0% | — | 476 | +431 | New | Q4 2025 | Feb 11, 2026 |
| Hilltop National Bank | History | Reduced | 425 | 27 | 0.01% | 0.01% | 478 | -380 | -47.2% | Q4 2025 | Jan 07, 2026 |
| ALLIANZ SE | History | No change | 425 | 27 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 385 | 25 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 375 | 24 | 0.01% | 0.0% | 480 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 380 | 24 | 0.01% | 0.01% | 481 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Fairscale Capital, LLC | History | Reduced | 339 | 22 | 0.01% | 0.15% | 482 | -3,500 | -91.17% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 334 | 21 | 0.0% | — | 483 | +334 | New | Q4 2025 | Feb 13, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 330 | 21 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| GGM Financials LLC | History | Added to | 320 | 20 | 0.01% | 0.01% | 485 | +1 | 0.31% | Q4 2025 | Feb 04, 2026 |
| HighMark Wealth Management LLC | History | Added to | 306 | 19 | 0.01% | 0.01% | 486 | +1 | 0.33% | Q4 2025 | Feb 05, 2026 |
| Centennial Bank/AR/ | History | No change | 299 | 19 | 0.01% | 0.01% | 487 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Independence Bank of Kentucky | History | No change | 270 | 17 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Missouri Trust & Investment Co | History | No change | 275 | 17 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 252 | 16 | 0.02% | 0.12% | 497 | -1,036 | -80.43% | Q4 2025 | Feb 10, 2026 |
| SageView Advisory Group, LLC | History | New | 255 | 16 | 0.0% | — | 495 | +255 | New | Q4 2025 | Feb 17, 2026 |
| GLENMEDE TRUST CO NA | History | New | 250 | 16 | 0.0% | — | 490 | +250 | New | Q4 2025 | Feb 17, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 247 | 16 | 0.01% | — | 496 | +247 | New | Q4 2025 | Feb 11, 2026 |
| COUNTRY TRUST BANK | History | No change | 250 | 16 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Hartford Financial Management Inc. | History | No change | 255 | 16 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Westside Investment Management, Inc. | History | No change | 250 | 16 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Aberdeen Wealth Management LLC | History | No change | 250 | 16 | 0.01% | 0.01% | 494 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 243 | 15 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| TD Capital Management LLC | History | New | 226 | 14 | 0.0% | — | 499 | +226 | New | Q4 2025 | Feb 26, 2026 |
| SHP Wealth Management | History | New | 215 | 13 | 0.0% | — | 500 | +215 | New | Q4 2025 | Mar 04, 2026 |
| Caitlin John, LLC | History | New | 190 | 12 | 0.01% | — | 502 | +190 | New | Q4 2025 | Feb 18, 2026 |
| Colonial Trust Advisors | History | No change | 185 | 12 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 180 | 11 | 0.0% | — | 503 | +180 | New | Q4 2025 | Jan 21, 2026 |
| Pacifica Partners Inc. | History | No change | 160 | 10 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Miller Capital Partners, Inc. | History | New | 150 | 9 | 0.0% | — | 507 | +150 | New | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 150 | 9 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 141 | 9 | 0.01% | 0.01% | 506 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | No change | 125 | 8 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Golden State Wealth Management, LLC | History | No change | 128 | 8 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 108 | 7 | 0.0% | 0.0% | 512 | +1 | 0.93% | Q4 2025 | Feb 18, 2026 |
| SouthState Bank Corp | History | No change | 115 | 7 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Asset Dedication, LLC | History | No change | 115 | 7 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 115 | 7 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Access Investment Management LLC | History | No change | 125 | 7 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 100 | 6 | 0.0% | 0.03% | 517 | -541 | -84.4% | Q4 2025 | Jan 14, 2026 |
| Ankerstar Wealth, LLC | History | New | 96 | 6 | 0.01% | — | 518 | +96 | New | Q4 2025 | Feb 12, 2026 |
| Register Financial Advisors LLC | History | No change | 100 | 6 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 100 | 6 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 77 | 5 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| PRIVATE TRUST CO NA | History | No change | 67 | 4 | 0.0% | 0.0% | 520 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| EPG Wealth Management LLC | History | No change | 75 | 4 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Founders Financial Alliance, LLC | History | No change | 75 | 4 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 55 | 3 | 0.0% | 0.0% | 524 | -160 | -74.42% | Q4 2025 | Feb 04, 2026 |
| DecisionPoint Financial, LLC | History | New | 58 | 3 | 0.0% | — | 526 | +58 | New | Q4 2025 | Jan 29, 2026 |
| Anchor Investment Management, LLC | History | No change | 51 | 3 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 60 | 3 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 42 | 2 | 0.0% | 0.0% | 527 | -5,781 | -99.28% | Q4 2025 | Feb 17, 2026 |
| SYM FINANCIAL Corp | History | No change | 25 | 1 | 0.0% | 0.0% | 528 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Viewpoint Capital Management LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Dunhill Financial, LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -34,900 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.06% | — | -11,770 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Huntleigh Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -11,267 | -100.0% | Q3 2025 | Oct 30, 2025 |
| NAVELLIER & ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.05% | — | -8,531 | -100.0% | Q3 2025 | Nov 06, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,571 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | Closed out | 0 | 0 | — | 0.1% | — | -7,230 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,873 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Maia Wealth LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,594 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BTG Pactual Asset Management US LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,530 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Berkeley Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,500 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Koshinski Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,437 | -100.0% | Q3 2025 | Nov 10, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,790 | -100.0% | Q3 2025 | Nov 03, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,750 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Keystone Financial Group | History | Closed out | 0 | 0 | — | 0.01% | — | -1,720 | -100.0% | Q3 2025 | Nov 17, 2025 |
| PERRITT CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,024 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -471 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Heartwood Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -369 | -100.0% | Q3 2025 | Oct 06, 2025 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -305 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Anfield Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -288 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -151 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -115 | -100.0% | Q3 2025 | Oct 29, 2025 |
| CURIO WEALTH, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 11, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 20, 2026 |
| CITIGROUP INC | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q4 2025 | Feb 13, 2026 |
| Glassman Wealth Services | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Gould Capital, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |