iSHARES TRUST - LQD
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 264 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.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 22,807,400 | 2,513,147 | 0.18% | 0.2% | 1 | -3,549,993 | -13.47% | Q4 2025 | Feb 17, 2026 |
| Meiji Yasuda Life Insurance Co | History | No change | 19,120,368 | 2,106,873 | 61.06% | 61.28% | 2 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Added to | 18,643,017 | 2,054,274 | 0.33% | 0.08% | 3 | +13,878,716 | 291.31% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 16,402,969 | 1,807,443 | 0.03% | 0.03% | 4 | +2,364,528 | 16.84% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 14,696,224 | 1,619,376 | 0.19% | 0.07% | 5 | +9,049,360 | 160.25% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Reduced | 13,632,344 | 1,502,147 | 0.39% | 0.52% | 6 | -4,063,005 | -22.96% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 11,948,409 | 1,316,595 | 0.08% | 0.07% | 7 | +1,816,021 | 17.92% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 11,107,107 | 1,223,892 | 0.15% | 0.19% | 8 | -2,754,043 | -19.87% | Q4 2025 | Mar 25, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 11,052,968 | 1,217,926 | 2.31% | 2.29% | 9 | +270,653 | 2.51% | Q4 2025 | Feb 12, 2026 |
| Wealthfront Advisers LLC | History | Added to | 10,951,554 | 1,206,751 | 2.7% | 2.65% | 10 | +832,469 | 8.23% | Q4 2025 | Jan 30, 2026 |
| Japan Science & Technology Agency | History | Reduced | 10,306,450 | 1,135,667 | 20.87% | 26.21% | 11 | -2,900,000 | -21.96% | Q4 2025 | Feb 06, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Added to | 10,003,220 | 1,102,254 | 8.54% | 0.0% | 12 | +10,000,000 | 310559.01% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 8,212,129 | 904,894 | 0.16% | 0.13% | 13 | +2,258,850 | 37.94% | Q4 2025 | Feb 13, 2026 |
| ALLIANZ SE | History | New | 7,862,205 | 866,336 | 11.16% | — | 14 | +7,862,205 | New | Q4 2025 | Feb 13, 2026 |
| SONA ASSET MANAGEMENT (US) LLC | History | Added to | 7,011,298 | 772,574 | 17.59% | 6.51% | 15 | +4,615,092 | 192.6% | Q4 2025 | Feb 17, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 5,915,000 | 651,773 | 7.12% | 2.99% | 16 | -85,000 | -1.42% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 5,391,297 | 594,066 | 0.18% | 0.18% | 17 | -312,094 | -5.47% | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 4,749,193 | 523,313 | 0.08% | 0.24% | 18 | -9,645,352 | -67.01% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 4,591,349 | 505,920 | 0.08% | 0.13% | 19 | -2,867,809 | -38.45% | Q4 2025 | Feb 12, 2026 |
| National Mutual Insurance Federation of Agricultural Cooperatives | History | No change | 4,040,400 | 445,211 | 3.26% | 3.42% | 20 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,932,215 | 433,290 | 0.03% | 0.0% | 21 | +3,190,347 | 430.04% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Reduced | 3,819,605 | 420,882 | 0.11% | 0.13% | 22 | -128,228 | -3.25% | Q4 2025 | Feb 11, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 3,722,125 | 410,029 | 0.28% | 0.27% | 23 | +348,990 | 10.35% | Q4 2025 | Feb 03, 2026 |
| BARCLAYS PLC | History | Reduced | 3,642,373 | 401,353 | 0.1% | 0.19% | 24 | -4,208,554 | -53.61% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 3,594,344 | 395,917 | 0.09% | 0.08% | 25 | +317,706 | 9.7% | Q4 2025 | Feb 17, 2026 |
| APG Asset Management US Inc. | History | Added to | 3,546,714 | 390,812 | 3.06% | 2.83% | 26 | +104,901 | 3.05% | Q4 2025 | Feb 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 3,485,790 | 384,099 | 0.16% | 0.23% | 27 | -1,267,450 | -26.66% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 3,243,904 | 357,445 | 4.17% | 4.31% | 28 | +573,700 | 21.49% | Q4 2025 | Feb 05, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 3,077,161 | 339,072 | 0.34% | 0.03% | 29 | +2,841,329 | 1204.81% | Q4 2025 | Feb 17, 2026 |
| Walleye Capital LLC | History | Added to | 3,070,600 | 338,349 | 1.04% | 0.08% | 30 | +2,885,500 | 1558.89% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Reduced | 3,065,445 | 337,781 | 0.15% | 0.2% | 31 | -1,038,769 | -25.31% | Q4 2025 | Feb 13, 2026 |
| BARINGS LLC | History | No change | 2,771,727 | 305,416 | 5.63% | 5.88% | 32 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Empower Annuity Insurance Co | History | No change | 2,456,850 | 270,720 | 100.0% | 100.0% | 33 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,418,829 | 266,531 | 0.04% | — | 34 | +2,418,829 | New | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Added to | 2,380,804 | 262,340 | 0.03% | 0.03% | 35 | +78,214 | 3.4% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS | History | Added to | 2,362,313 | 260,303 | 7.45% | 6.95% | 36 | +298,058 | 14.44% | Q4 2025 | Feb 10, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | No change | 2,172,400 | 239,376 | 1.16% | 1.16% | 37 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | Reduced | 1,980,100 | 218,187 | 0.37% | 0.5% | 38 | -506,912 | -20.38% | Q4 2025 | Feb 17, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 1,965,000 | 216,523 | 1.86% | 2.36% | 39 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 1,954,244 | 215,338 | 0.07% | 0.09% | 40 | -271,603 | -12.2% | Q4 2025 | Feb 09, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 1,750,020 | 192,834 | 0.06% | 0.01% | 41 | +1,603,109 | 1091.21% | Q4 2025 | Feb 11, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 1,659,426 | 182,852 | 0.22% | 0.22% | 42 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 1,584,868 | 175,381 | 0.13% | — | 43 | +1,584,868 | New | Q4 2025 | Feb 13, 2026 |
| Jain Global LLC | History | Reduced | 1,542,875 | 170,009 | 0.82% | 1.42% | 44 | -1,142,325 | -42.54% | Q4 2025 | Feb 17, 2026 |
| Members Trust Co | History | Added to | 1,502,979 | 165,613 | 5.4% | 5.49% | 45 | +5,209 | 0.35% | Q4 2025 | Jan 15, 2026 |
| Legal & General Group Plc | History | Added to | 1,417,622 | 156,214 | 0.03% | 0.03% | 46 | +262,697 | 22.75% | Q4 2025 | Feb 09, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | No change | 1,368,140 | 150,755 | 1.58% | 1.61% | 47 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Penn Mutual Asset Management | History | New | 1,290,332 | 142,181 | 84.99% | — | 48 | +1,290,332 | New | Q4 2025 | Jan 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,162,069 | 128,048 | 0.07% | 0.08% | 49 | -23,002 | -1.94% | Q4 2025 | Feb 06, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 1,147,845 | 126,481 | 0.35% | 0.33% | 50 | +202,407 | 21.41% | Q4 2025 | Jan 26, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,146,853 | 126,371 | 0.04% | 0.04% | 51 | +80,672 | 7.57% | Q4 2025 | Feb 18, 2026 |
| Verition Fund Management LLC | History | Reduced | 1,036,098 | 114,167 | 0.45% | 1.44% | 52 | -2,095,065 | -66.91% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,029,576 | 113,448 | 0.12% | 0.13% | 53 | -10,959 | -1.05% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,026,150 | 113,071 | 0.1% | 0.08% | 54 | +206,737 | 25.23% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 1,025,482 | 112,997 | 0.28% | 0.31% | 55 | -25,823 | -2.46% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Reduced | 1,016,015 | 111,954 | 0.23% | 0.28% | 56 | -158,229 | -13.47% | Q4 2025 | Jan 23, 2026 |
| Symetra Investment Management Co | History | New | 1,015,680 | 111,918 | 19.7% | — | 57 | +1,015,680 | New | Q4 2025 | Feb 13, 2026 |
| Centiva Capital, LP | History | Added to | 1,015,000 | 111,842 | 0.91% | 1.02% | 58 | +57,117 | 5.96% | Q4 2025 | Feb 13, 2026 |
| Bridgewater Associates, LP | History | Added to | 999,400 | 110,123 | 0.4% | 0.42% | 59 | +36,900 | 3.83% | Q4 2025 | Feb 13, 2026 |
| Man Group plc | History | Reduced | 961,778 | 105,978 | 0.18% | 0.19% | 60 | -4,118 | -0.43% | Q4 2025 | Feb 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 921,017 | 101,486 | 0.16% | 0.16% | 61 | +35,011 | 3.95% | Q4 2025 | Jan 15, 2026 |
| Valmark Advisers, Inc. | History | Added to | 872,328 | 96,121 | 1.18% | 1.2% | 62 | +36,113 | 4.32% | Q4 2025 | Jan 26, 2026 |
| GDS Wealth Management | History | Added to | 851,121 | 93,785 | 5.87% | 5.25% | 63 | +137,087 | 19.2% | Q4 2025 | Feb 02, 2026 |
| FMR LLC | History | Reduced | 834,587 | 91,963 | 0.0% | 0.0% | 64 | -16,381 | -1.92% | Q4 2025 | Feb 17, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 818,495 | 90,189 | 1.6% | 1.52% | 65 | +41,549 | 5.35% | Q4 2025 | Feb 12, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Added to | 764,001 | 84,185 | 0.16% | 0.15% | 66 | +36,065 | 4.95% | Q4 2025 | Feb 17, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 696,107 | 76,704 | 0.06% | 0.57% | 67 | -5,631,737 | -89.0% | Q4 2025 | Feb 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 643,647 | 70,923 | 0.04% | 0.04% | 68 | +50,461 | 8.51% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 625,064 | 68,906 | 0.1% | 0.12% | 69 | -131,229 | -17.35% | Q4 2025 | Feb 17, 2026 |
| iA Global Asset Management Inc. | History | Added to | 600,200 | 66,136 | 0.84% | 0.69% | 70 | +149,000 | 33.02% | Q4 2025 | Feb 05, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 600,000 | 66,114 | 0.12% | 99.91% | 71 | +406,938 | 210.78% | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | Added to | 582,770 | 64,215 | 0.05% | 0.05% | 72 | +2,273 | 0.39% | Q4 2025 | Feb 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | New | 605,809 | 63,036 | 0.01% | — | 73 | +605,809 | New | Q4 2025 | Feb 17, 2026 |
| BANK HAPOALIM BM | History | Added to | 535,931 | 59,054 | 5.13% | 2.69% | 74 | +341,275 | 175.32% | Q4 2025 | Feb 17, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 510,991 | 56,306 | 0.2% | 0.21% | 75 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Creative Planning | History | Added to | 510,655 | 56,269 | 0.04% | 0.04% | 76 | +23,833 | 4.9% | Q4 2025 | Feb 17, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 509,435 | 56,134 | 0.13% | 0.17% | 77 | -169,370 | -24.95% | Q4 2025 | Jan 30, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 505,600 | 55,712 | 0.27% | 0.36% | 78 | -173,500 | -25.55% | Q4 2025 | Feb 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 481,577 | 53,064 | 0.29% | 0.29% | 79 | +32,794 | 7.31% | Q4 2025 | Feb 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 478,552 | 52,731 | 0.32% | 0.38% | 80 | -76,597 | -13.8% | Q4 2025 | Feb 09, 2026 |
| DV Trading LLC | History | New | 477,946 | 52,664 | 1.48% | — | 81 | +477,946 | New | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 472,813 | 52,099 | 0.56% | 0.51% | 82 | +166,701 | 54.46% | Q4 2025 | Jan 23, 2026 |
| North Dakota State Investment Board | History | New | 471,460 | 51,950 | 1.93% | — | 83 | +471,460 | New | Q4 2025 | Feb 05, 2026 |
| PAYDEN & RYGEL | History | New | 464,396 | 51,172 | 3.54% | — | 84 | +464,396 | New | Q4 2025 | Feb 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 437,794 | 48,240 | 0.2% | 0.2% | 85 | +39,966 | 10.05% | Q4 2025 | Feb 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 434,429 | 47,869 | 0.02% | 0.02% | 86 | -14 | -0.0% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 426,328 | 46,977 | 0.4% | 0.39% | 87 | -23,714 | -5.27% | Q4 2025 | Jan 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 412,643 | 45,469 | 0.16% | 0.16% | 88 | +16,137 | 4.07% | Q4 2025 | Feb 06, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 403,613 | 44,474 | 0.02% | 0.21% | 89 | -2,915,387 | -87.84% | Q4 2025 | Feb 17, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 400,000 | 44,076 | 0.07% | 0.61% | 90 | -2,603,800 | -86.68% | Q4 2025 | Feb 13, 2026 |
| PERISCOPE CAPITAL INC. | History | No change | 400,000 | 44,076 | 5.04% | 7.09% | 91 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BANK OF KOREA | History | New | 396,053 | 43,641 | 1.91% | — | 92 | +396,053 | New | Q4 2025 | Feb 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 390,548 | 43,034 | 0.01% | 0.01% | 93 | +221,297 | 130.75% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Wealth | History | Added to | 380,994 | 41,981 | 0.05% | 0.06% | 94 | +46,238 | 13.81% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 375,598 | 41,387 | 0.05% | 0.04% | 95 | +46,469 | 14.12% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 364,360 | 40,148 | 0.07% | 0.04% | 96 | +166,571 | 84.22% | Q4 2025 | Mar 16, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 343,073 | 37,803 | 0.69% | 0.71% | 97 | +14,827 | 4.52% | Q4 2025 | Jan 23, 2026 |
| Sigma Planning Corp | History | Added to | 332,897 | 36,729 | 1.01% | 1.02% | 98 | +10,162 | 3.15% | Q4 2025 | Jan 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 333,093 | 36,704 | 0.1% | 0.09% | 99 | +36,415 | 12.27% | Q4 2025 | Feb 05, 2026 |
| Headlands Technologies LLC | History | Added to | 331,248 | 36,500 | 3.05% | 0.7% | 100 | +253,059 | 323.65% | Q4 2025 | Feb 13, 2026 |
| Stratos Investment Management, LLC | History | Added to | 328,888 | 36,240 | 1.45% | 1.45% | 101 | +14,351 | 4.56% | Q4 2025 | Jan 20, 2026 |
| Equitable Holdings, Inc. | History | Added to | 327,646 | 36,103 | 0.25% | 0.22% | 102 | +56,655 | 20.91% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 326,604 | 35,988 | 0.05% | 0.05% | 103 | -16,744 | -4.88% | Q4 2025 | Feb 02, 2026 |
| Cheviot Value Management, LLC | History | Added to | 319,299 | 35,330 | 3.47% | 3.54% | 104 | +24,656 | 8.37% | Q4 2025 | Feb 03, 2026 |
| PRUDENTIAL PLC | History | Reduced | 301,140 | 33,182 | 0.26% | 1.28% | 105 | -1,258,918 | -80.7% | Q4 2025 | Feb 11, 2026 |
| Arax Advisory Partners | History | New | 300,048 | 33,062 | 0.96% | — | 106 | +300,048 | New | Q4 2025 | Feb 13, 2026 |
| TORONTO DOMINION BANK | History | Added to | 300,000 | 33,057 | 0.05% | 0.0% | 107 | +298,734 | 23596.68% | Q4 2025 | Feb 17, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | Reduced | 300,000 | 33,057 | 1.34% | 2.61% | 109 | -248,421 | -45.3% | Q4 2025 | Feb 17, 2026 |
| DeepCurrents Investment Group LLC | History | New | 3,000 | 33,057 | 1.08% | — | 108 | +3,000 | New | Q4 2025 | Feb 13, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 297,134 | 32,741 | 0.28% | 0.3% | 110 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 289,206 | 31,867 | 0.2% | 0.22% | 111 | -30,225 | -9.46% | Q4 2025 | Feb 17, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 288,382 | 31,776 | 1.03% | 1.42% | 112 | -58,003 | -16.75% | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 278,708 | 30,710 | 0.47% | 0.09% | 113 | +226,769 | 436.61% | Q4 2025 | Jan 13, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 276,655 | 30,484 | 3.5% | 0.81% | 114 | +215,129 | 349.66% | Q4 2025 | Jan 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 274,006 | 30,192 | 0.04% | 0.03% | 115 | +71,684 | 35.43% | Q4 2025 | Feb 12, 2026 |
| American Family Investments, Inc. | History | No change | 273,400 | 30,125 | 1.08% | 1.6% | 116 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| NYL Investors LLC | History | Added to | 264,749 | 29,172 | 9.91% | 9.62% | 117 | +2,117 | 0.81% | Q4 2025 | Feb 11, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | Added to | 263,900 | 29,079 | 1.65% | 0.66% | 118 | +161,500 | 157.71% | Q4 2025 | Feb 11, 2026 |
| Joule Financial, LLC | History | Added to | 261,682 | 28,834 | 8.64% | 8.52% | 119 | +6,462 | 2.53% | Q4 2025 | Jan 20, 2026 |
| Strong Tower Advisory Services | History | Added to | 258,965 | 28,535 | 5.11% | 4.44% | 120 | +48,676 | 23.15% | Q4 2025 | Jan 23, 2026 |
| Planning Project LLC | History | New | 257,087 | 28,328 | 7.12% | — | 121 | +257,087 | New | Q4 2025 | Feb 12, 2026 |
| Westshore Wealth, LLC | History | Added to | 250,758 | 27,630 | 9.14% | 9.28% | 122 | +6,983 | 2.86% | Q4 2025 | Feb 25, 2026 |
| Modern Wealth Management, LLC | History | Added to | 249,645 | 27,508 | 0.5% | 0.53% | 123 | +8,464 | 3.51% | Q4 2025 | Feb 17, 2026 |
| Constellation Investments, Inc. | History | No change | 249,317 | 27,472 | 0.85% | 1.3% | 124 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 246,436 | 27,154 | 0.76% | 0.93% | 125 | -40,376 | -14.08% | Q4 2025 | Feb 13, 2026 |
| Towercrest Capital Management | History | Added to | 241,954 | 26,660 | 4.2% | 2.73% | 126 | +89,191 | 58.39% | Q4 2025 | Jan 21, 2026 |
| Leo Wealth, LLC | History | Added to | 238,770 | 26,317 | 1.91% | 1.37% | 127 | +143,657 | 151.04% | Q4 2025 | Jan 21, 2026 |
| USA FINANCIAL FORMULAS | History | Added to | 233,460 | 25,724 | 4.68% | 3.44% | 128 | +58,136 | 33.16% | Q4 2025 | Jan 14, 2026 |
| Regal Investment Advisors LLC | History | Added to | 233,348 | 25,712 | 1.54% | 1.63% | 129 | +8,361 | 3.72% | Q4 2025 | Feb 17, 2026 |
| III Capital Management | History | New | 229,000 | 25,233 | 3.71% | — | 130 | +229,000 | New | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 228,407 | 25,168 | 0.04% | 0.05% | 131 | -27,929 | -10.9% | Q4 2025 | Feb 13, 2026 |
| Alpha Cubed Investments, LLC | History | Added to | 225,865 | 24,888 | 0.85% | 0.85% | 132 | +7,676 | 3.52% | Q4 2025 | Feb 03, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 223,977 | 24,736 | 0.03% | 0.03% | 133 | -304,823 | -57.64% | Q4 2025 | Feb 18, 2026 |
| Dai-ichi Life Insurance Company, Ltd | History | Reduced | 222,800 | 24,550 | 0.63% | 0.65% | 134 | -8,200 | -3.55% | Q4 2025 | Feb 17, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 221,280 | 24,515 | 0.07% | 0.04% | 135 | +84,000 | 61.19% | Q4 2025 | Jan 27, 2026 |
| Hilltop Holdings Inc. | History | Added to | 222,456 | 24,512 | 1.45% | 1.26% | 136 | +9,026 | 4.23% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 216,400 | 23,845 | 0.01% | 0.05% | 137 | -723,600 | -76.98% | Q4 2025 | Feb 02, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 215,543 | 23,750 | 0.04% | 0.05% | 138 | -33,811 | -13.56% | Q4 2025 | Feb 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 215,231 | 23,716 | 0.51% | 0.53% | 139 | +4,917 | 2.34% | Q4 2025 | Feb 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 110,319 | 23,064 | 0.01% | 0.05% | 140 | +12,206 | 12.44% | Q4 2025 | Feb 10, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 203,420 | 22,414 | 1.38% | 1.18% | 141 | +31,636 | 18.42% | Q4 2025 | Jan 22, 2026 |
| Petrus Trust Company, LTA | History | No change | 202,029 | 22,261 | 2.25% | 2.47% | 142 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bramshill Investments, LLC | History | New | 200,000 | 22,038 | 1.25% | — | 143 | +200,000 | New | Q4 2025 | Feb 17, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 198,015 | 21,819 | 0.08% | 0.08% | 144 | -10,852 | -5.2% | Q4 2025 | Jan 30, 2026 |
| Atria Investments, Inc | History | Reduced | 197,983 | 21,815 | 0.25% | 0.27% | 145 | -15,642 | -7.32% | Q4 2025 | Feb 05, 2026 |
| Summit Financial Consulting LLC | History | Added to | 197,570 | 21,770 | 15.81% | 16.03% | 146 | +17,412 | 9.66% | Q4 2025 | Jan 23, 2026 |
| Alley Investment Management Company, LLC | History | Reduced | 197,005 | 21,707 | 2.54% | 2.55% | 147 | -370 | -0.19% | Q4 2025 | Jan 27, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 196,982 | 21,705 | 0.33% | 0.37% | 148 | -5,901 | -2.91% | Q4 2025 | Feb 12, 2026 |
| AAFMAA Wealth Management & Trust LLC | History | New | 196,746 | 21,679 | 8.5% | — | 149 | +196,746 | New | Q4 2025 | Jan 07, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 188,482 | 20,768 | 0.08% | 0.09% | 150 | +2,103 | 1.13% | Q4 2025 | Feb 12, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 186,676 | 20,569 | 0.29% | 0.19% | 151 | +49,676 | 36.26% | Q4 2025 | Feb 02, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 185,228 | 20,410 | 2.64% | 2.59% | 152 | +10,485 | 6.0% | Q4 2025 | Feb 13, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | History | Added to | 183,200 | 20,186 | 1.37% | 1.07% | 153 | +42,317 | 30.04% | Q4 2025 | Feb 10, 2026 |
| Canal Capital Management, LLC | History | Added to | 182,884 | 20,152 | 2.86% | 2.94% | 154 | +7,384 | 4.21% | Q4 2025 | Jan 06, 2026 |
| CI INVESTMENTS INC. | History | Reduced | 178,828 | 19,705 | 0.09% | 0.07% | 155 | -1,804 | -1.0% | Q4 2025 | Feb 12, 2026 |
| DDFG, Inc | History | Added to | 178,654 | 19,685 | 4.31% | 4.51% | 156 | +3,464 | 1.98% | Q4 2025 | Jan 08, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Added to | 177,962 | 19,609 | 0.05% | 0.05% | 157 | +20,945 | 13.34% | Q4 2025 | Feb 05, 2026 |
| IHT Wealth Management, LLC | History | Added to | 176,023 | 19,395 | 0.47% | 0.49% | 158 | +1,681 | 0.96% | Q4 2025 | Feb 17, 2026 |
| Independence Financial Advisors, LLC | History | Added to | 175,327 | 19,319 | 5.31% | 5.69% | 159 | +7,621 | 4.54% | Q4 2025 | Jan 15, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 174,996 | 19,300 | 0.01% | 0.13% | 160 | -1,905,563 | -91.59% | Q4 2025 | Mar 20, 2026 |
| Brookwood Investment Group LLC | History | Added to | 172,564 | 19,014 | 2.28% | 0.27% | 161 | +153,499 | 805.14% | Q4 2025 | Jan 22, 2026 |
| Vision Capital Management, Inc. | History | Added to | 171,116 | 18,855 | 2.27% | 2.29% | 162 | +4,379 | 2.63% | Q4 2025 | Jan 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 170,047 | 18,785 | 0.03% | 0.04% | 163 | -64,148 | -27.39% | Q4 2025 | Jan 08, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 170,385 | 18,774 | 0.27% | 0.28% | 164 | +8,670 | 5.36% | Q4 2025 | Feb 09, 2026 |
| Spahn Wealth & Retirement LLC | History | Added to | 165,102 | 18,192 | 11.29% | 10.74% | 165 | +2,616 | 1.61% | Q4 2025 | Feb 13, 2026 |
| Hudson Bay Capital Management LP | History | No change | 165,000 | 18,181 | 0.06% | 0.06% | 166 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cordoba Advisory Partners LLC | History | New | 162,647 | 17,922 | 4.43% | — | 167 | +162,647 | New | Q4 2025 | Feb 13, 2026 |
| Betterment LLC | History | Reduced | 158,661 | 17,483 | 0.03% | 0.04% | 168 | -4,311 | -2.65% | Q4 2025 | Feb 12, 2026 |
| Alliance Wealth Management Group | History | Added to | 156,602 | 17,256 | 3.79% | 1.76% | 169 | +85,429 | 120.03% | Q4 2025 | Jan 21, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 154,109 | 16,981 | 0.03% | — | 170 | +154,109 | New | Q4 2025 | Feb 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 153,648 | 16,930 | 0.22% | 0.17% | 171 | +51,337 | 50.18% | Q4 2025 | Feb 10, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 149,184 | 16,438 | 0.13% | — | 172 | +149,184 | New | Q4 2025 | Feb 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 146,377 | 16,129 | 0.39% | 0.42% | 173 | +1,460 | 1.01% | Q4 2025 | Jan 29, 2026 |
| Invst, LLC | History | Added to | 145,583 | 16,041 | 1.74% | 0.38% | 174 | +115,340 | 381.38% | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 143,521 | 15,814 | 0.09% | 0.05% | 175 | +59,813 | 71.45% | Q4 2025 | Feb 12, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Reduced | 143,043 | 15,798 | 0.11% | 0.19% | 176 | -82,526 | -36.59% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Reduced | 143,148 | 15,773 | 0.09% | 0.1% | 177 | -564 | -0.39% | Q4 2025 | Feb 13, 2026 |
| HMS Capital Management, LLC | History | Added to | 142,156 | 15,664 | 6.48% | 6.43% | 178 | +5,049 | 3.68% | Q4 2025 | Jan 16, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Reduced | 139,544 | 15,376 | 0.22% | 0.24% | 179 | -80 | -0.06% | Q4 2025 | Feb 17, 2026 |
| Providence First Trust Co | History | Added to | 136,127 | 14,999 | 5.19% | 4.84% | 180 | +10,788 | 8.61% | Q4 2025 | Feb 03, 2026 |
| Insight Wealth Partners, LLC | History | Added to | 135,050 | 14,881 | 2.04% | 4.13% | 181 | +13,284 | 10.91% | Q4 2025 | Feb 17, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 134,329 | 14,801 | 0.11% | 0.11% | 182 | +3,201 | 2.44% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 133,867 | 14,750 | 0.01% | 0.02% | 183 | -84,979 | -38.83% | Q4 2025 | Feb 13, 2026 |
| Vertex Investment Solutions Co., Ltd. | History | New | 132,200 | 14,646 | 14.52% | — | 184 | +132,200 | New | Q4 2025 | Feb 05, 2026 |
| Horizon Investments, LLC | History | Added to | 132,318 | 14,580 | 0.18% | 0.14% | 185 | +38,401 | 40.89% | Q4 2025 | Feb 02, 2026 |
| ALLSTATE CORP | History | Reduced | 132,197 | 14,566 | 0.2% | 0.42% | 186 | -32,419 | -19.69% | Q4 2025 | Feb 09, 2026 |
| Hudson Capital Management LLC | History | Added to | 131,765 | 14,519 | 3.64% | 3.84% | 187 | +2,147 | 1.66% | Q4 2025 | Jan 21, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 130,719 | 14,403 | 0.08% | 0.09% | 188 | -21,115 | -13.91% | Q4 2025 | Jan 29, 2026 |
| Apella Capital, LLC | History | Added to | 128,579 | 14,168 | 0.28% | 0.32% | 189 | +2,348 | 1.86% | Q4 2025 | Jan 21, 2026 |
| Cerity Partners LLC | History | Added to | 128,420 | 14,150 | 0.02% | 0.01% | 190 | +57,305 | 80.58% | Q4 2025 | Feb 11, 2026 |
| Mechanics Bank Trust Department | History | Added to | 127,831 | 14,085 | 1.84% | 1.95% | 191 | +3,402 | 2.73% | Q4 2025 | Jan 14, 2026 |
| MUSTICO FINANCIAL GROUP, INC. | History | Reduced | 126,296 | 13,966 | 10.77% | 12.64% | 192 | -419 | -0.33% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | Added to | 124,765 | 13,747 | 0.05% | 0.06% | 193 | +6,141 | 5.18% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 124,376 | 13,705 | 0.05% | 0.06% | 194 | -999 | -0.8% | Q4 2025 | Feb 18, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 122,560 | 13,505 | 0.04% | 0.04% | 195 | +3,700 | 3.11% | Q4 2025 | Feb 11, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Added to | 121,495 | 13,387 | 4.81% | 5.16% | 196 | +1,462 | 1.22% | Q4 2025 | Jan 30, 2026 |
| Cresta Advisors, Ltd. | History | Added to | 121,392 | 13,376 | 5.61% | 5.9% | 197 | +2,832 | 2.39% | Q4 2025 | Feb 03, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 120,758 | 13,306 | 0.91% | 0.85% | 198 | +16,032 | 15.31% | Q4 2025 | Feb 11, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 120,761 | 13,306 | 0.15% | 0.15% | 199 | +3,946 | 3.38% | Q4 2025 | Jan 20, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 120,112 | 13,280 | 0.42% | 0.03% | 200 | +111,468 | 1289.54% | Q4 2025 | Jan 23, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Added to | 119,821 | 13,203 | 0.42% | 0.39% | 201 | +9,311 | 8.43% | Q4 2025 | Jan 14, 2026 |
| TrustBank | History | New | 117,973 | 12,999 | 5.42% | — | 202 | +117,973 | New | Q4 2025 | Feb 09, 2026 |
| Point72 Asset Management, L.P. | History | New | 117,154 | 12,909 | 0.01% | — | 203 | +117,154 | New | Q4 2025 | Feb 17, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 116,254 | 12,811 | 0.1% | — | 204 | +116,254 | New | Q4 2025 | Feb 18, 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC | History | Reduced | 115,180 | 12,691 | 3.58% | 3.76% | 205 | -398 | -0.34% | Q4 2025 | Jan 22, 2026 |
| DRW Securities, LLC | History | Reduced | 114,875 | 12,658 | 0.33% | 0.3% | 206 | -29,576 | -20.47% | Q4 2025 | Feb 12, 2026 |
| IFG Advisory, LLC | History | Added to | 113,866 | 12,546 | 0.55% | 0.55% | 207 | +5,541 | 5.12% | Q4 2025 | Feb 10, 2026 |
| MTC Wealth Management LLC | History | Reduced | 112,534 | 12,400 | 5.82% | 5.89% | 208 | -995 | -0.88% | Q4 2025 | Jan 15, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 111,135 | 12,245 | 0.03% | 0.03% | 209 | +8,263 | 8.03% | Q4 2025 | Feb 10, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 110,630 | 12,190 | 0.04% | 0.04% | 210 | -4,742 | -4.11% | Q4 2025 | Feb 02, 2026 |
| Nearwater Capital Markets, Ltd | History | New | 109,600 | 12,076 | 0.21% | — | 211 | +109,600 | New | Q4 2025 | Feb 17, 2026 |
| Idaho Trust Co | History | Added to | 108,771 | 11,985 | 3.97% | 2.52% | 212 | +41,566 | 61.85% | Q4 2025 | Feb 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 104,774 | 11,544 | 0.01% | 0.01% | 213 | +20,825 | 24.81% | Q4 2025 | Feb 17, 2026 |
| Net Worth Advisory Group | History | Added to | 104,127 | 11,473 | 2.32% | 2.82% | 214 | +16,537 | 18.88% | Q4 2025 | Jan 14, 2026 |
| Twele Capital Management, Inc. | History | Added to | 103,421 | 11,395 | 2.04% | 2.09% | 215 | +1,660 | 1.63% | Q4 2025 | Jan 09, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Added to | 102,636 | 11,309 | 4.74% | 4.65% | 216 | +4,133 | 4.2% | Q4 2025 | Feb 13, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Added to | 102,588 | 11,304 | 5.52% | 5.21% | 217 | +7,852 | 8.29% | Q4 2025 | Feb 09, 2026 |
| LPWM LLC | History | Added to | 102,504 | 11,294 | 2.85% | 2.97% | 218 | +2,668 | 2.67% | Q4 2025 | Jan 06, 2026 |
| Genus Capital Management Inc. | History | Added to | 101,196 | 11,150 | 1.3% | 1.31% | 219 | +52 | 0.05% | Q4 2025 | Feb 09, 2026 |
| SUSQUEHANNA ADVISORS GROUP, INC. | History | New | 100,408 | 11,063 | 0.18% | — | 220 | +100,408 | New | Q4 2025 | Feb 17, 2026 |
| MUFG SECURITIES AMERICAS INC. | History | New | 100,000 | 11,019 | 0.69% | — | 221 | +100,000 | New | Q4 2025 | Feb 13, 2026 |
| Edenbrook Capital, LLC | History | New | 100,000 | 11,019 | 2.05% | — | 222 | +100,000 | New | Q4 2025 | Feb 13, 2026 |
| Trajan Wealth LLC | History | Reduced | 99,346 | 10,946 | 0.46% | 0.48% | 223 | -684 | -0.68% | Q4 2025 | Feb 06, 2026 |
| BlueCrest Capital Management Ltd | History | New | 99,000 | 10,908 | 0.33% | — | 224 | +99,000 | New | Q4 2025 | Feb 17, 2026 |
| Finhabits Advisors LLC | History | New | 98,476 | 10,851 | 10.18% | — | 225 | +98,476 | New | Q4 2025 | Jan 29, 2026 |
| EFG International AG | History | New | 96,532 | 10,611 | 0.21% | — | 226 | +96,532 | New | Q4 2025 | Feb 17, 2026 |
| WESBANCO BANK INC | History | Added to | 96,242 | 10,604 | 0.29% | 0.28% | 227 | +6,032 | 6.69% | Q4 2025 | Feb 03, 2026 |
| Shelter Mutual Insurance Co | History | No change | 95,196 | 10,489 | 2.34% | 2.38% | 228 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kelsey Financial, LLC | History | New | 94,131 | 10,372 | 8.91% | — | 229 | +94,131 | New | Q4 2025 | Jan 23, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 93,457 | 10,298 | 0.07% | 0.04% | 230 | +50,580 | 117.97% | Q4 2025 | Feb 18, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | Added to | 93,304 | 10,281 | 0.62% | 0.64% | 231 | +1,055 | 1.14% | Q4 2025 | Feb 13, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 92,649 | 10,209 | 2.38% | 2.51% | 232 | -383 | -0.41% | Q4 2025 | Feb 10, 2026 |
| Wealthstar Advisors, LLC | History | Reduced | 91,398 | 10,071 | 4.43% | 4.1% | 233 | -1,775 | -1.91% | Q4 2025 | Jan 30, 2026 |
| Foguth Wealth Management, LLC. | History | New | 90,829 | 10,005 | 1.55% | — | 234 | +90,829 | New | Q4 2025 | Jan 05, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Reduced | 90,129 | 9,931 | 0.63% | 0.68% | 235 | -4,739 | -5.0% | Q4 2025 | Jan 21, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 89,630 | 9,875 | 0.06% | 0.06% | 236 | +5,446 | 6.47% | Q4 2025 | Jan 27, 2026 |
| Rothschild Wealth LLC | History | Added to | 89,192 | 9,828 | 0.94% | 1.81% | 237 | +14,675 | 19.69% | Q4 2025 | Feb 17, 2026 |
| Beta Wealth Group, Inc. | History | Reduced | 88,335 | 9,733 | 3.91% | 3.98% | 238 | -2,206 | -2.44% | Q4 2025 | Feb 13, 2026 |
| Lighthouse Financial LLC | History | Added to | 86,132 | 9,490 | 6.2% | 3.93% | 239 | +32,748 | 61.34% | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | Reduced | 85,866 | 9,461 | 0.14% | 0.15% | 240 | -1,290 | -1.48% | Q4 2025 | Feb 13, 2026 |
| Itau Unibanco Holding S.A. | History | Added to | 85,581 | 9,430 | 0.23% | 0.31% | 241 | +1,600 | 1.91% | Q4 2025 | Feb 13, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 85,135 | 9,381 | 0.05% | 0.2% | 242 | -291,816 | -77.41% | Q4 2025 | Feb 09, 2026 |
| Mariner, LLC | History | Added to | 84,589 | 9,320 | 0.01% | 0.01% | 243 | +6,304 | 8.05% | Q4 2025 | Feb 13, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 83,089 | 9,155 | 1.75% | 1.75% | 244 | +3,665 | 4.61% | Q4 2025 | Jan 21, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | New | 80,983 | 8,923 | 2.61% | — | 245 | +80,983 | New | Q4 2025 | Mar 19, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 80,570 | 8,878 | 0.82% | 0.82% | 246 | +1,910 | 2.43% | Q4 2025 | Jan 12, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 79,960 | 8,810 | 1.08% | 0.83% | 247 | +18,725 | 30.58% | Q4 2025 | Jan 07, 2026 |
| Sonoma Allocations LLC | History | New | 79,414 | 8,747 | 2.9% | — | 248 | +79,414 | New | Q4 2025 | Feb 23, 2026 |
| 5th Street Advisors, LLC | History | Reduced | 79,296 | 8,737 | 4.08% | 5.63% | 249 | -22,783 | -22.32% | Q4 2025 | Jan 30, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | No change | 78,690 | 8,670 | 0.53% | 0.59% | 250 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 78,501 | 8,651 | 0.02% | 0.02% | 251 | +5,392 | 7.38% | Q4 2025 | Feb 05, 2026 |
| Private Advisor Group, LLC | History | Reduced | 78,475 | 8,647 | 0.04% | 0.04% | 252 | -1,991 | -2.47% | Q4 2025 | Feb 17, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 78,229 | 8,619 | 0.75% | 1.05% | 253 | +78,131 | 79725.51% | Q4 2025 | Feb 17, 2026 |
| NVWM, LLC | History | Added to | 76,656 | 8,446 | 1.84% | 1.83% | 254 | +3,588 | 4.91% | Q4 2025 | Jan 20, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 76,115 | 8,387 | 1.18% | 1.3% | 255 | +2,102 | 2.84% | Q4 2025 | Jan 12, 2026 |
| US BANCORP \DE\ | History | Reduced | 75,376 | 8,305 | 0.01% | 0.01% | 256 | -9,457 | -11.15% | Q4 2025 | Jan 30, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 75,344 | 8,302 | 0.1% | 0.11% | 257 | -1,965 | -2.54% | Q4 2025 | Feb 05, 2026 |
| COMERICA BANK | History | Added to | 74,680 | 8,229 | 0.03% | 0.03% | 258 | +3,868 | 5.46% | Q4 2025 | Jan 29, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 74,492 | 8,208 | 0.36% | 0.37% | 259 | -5,214 | -6.54% | Q4 2025 | Feb 17, 2026 |
| Anfield Capital Management, LLC | History | Reduced | 73,738 | 8,125 | 2.56% | 2.47% | 260 | -1,446 | -1.92% | Q4 2025 | Feb 03, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 73,728 | 8,124 | 0.1% | 0.1% | 261 | +1,492 | 2.07% | Q4 2025 | Jan 29, 2026 |
| Connecticut Capital Management Group, LLC | History | New | 73,209 | 8,066 | 7.72% | — | 262 | +73,209 | New | Q4 2025 | Feb 09, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 73,175 | 8,063 | 0.0% | 0.0% | 263 | +5,703 | 8.45% | Q4 2025 | Feb 17, 2026 |
| Chesapeake Wealth Management | History | Added to | 73,112 | 8,056 | 2.4% | 2.4% | 264 | +2,666 | 3.78% | Q4 2025 | Feb 03, 2026 |
| Torrey-Payne Wealth Management, LLC | History | New | 71,079 | 7,884 | 7.06% | — | 265 | +71,079 | New | Q4 2025 | Feb 19, 2026 |
| Compound Planning, Inc. | History | Added to | 71,345 | 7,861 | 0.23% | 0.24% | 266 | +5,034 | 7.59% | Q4 2025 | Feb 19, 2026 |
| WBH ADVISORY INC | History | Reduced | 70,557 | 7,774 | 0.58% | 0.69% | 267 | -10,159 | -12.59% | Q4 2025 | Jan 26, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 70,067 | 7,720 | 0.14% | 0.15% | 268 | +3,487 | 5.24% | Q4 2025 | Jan 16, 2026 |
| Income Insurance Ltd | History | New | 68,570 | 7,555 | 4.9% | — | 269 | +68,570 | New | Q4 2025 | Feb 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 67,522 | 7,440 | 0.01% | 0.01% | 270 | +4,932 | 7.88% | Q4 2025 | Feb 18, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 66,754 | 7,355 | 0.01% | 0.01% | 271 | -2,459 | -3.55% | Q4 2025 | Feb 13, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 65,794 | 7,249 | 0.11% | 0.1% | 272 | +5,446 | 9.02% | Q4 2025 | Feb 09, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 65,560 | 7,224 | 0.01% | 0.01% | 273 | +4,486 | 7.35% | Q4 2025 | Feb 17, 2026 |
| Legacy Private Trust Co. | History | New | 65,347 | 7,200 | 0.42% | — | 274 | +65,347 | New | Q4 2025 | Jan 08, 2026 |
| Modus Advisors, LLC | History | Added to | 65,040 | 7,166 | 1.89% | 1.82% | 275 | +4,857 | 8.07% | Q4 2025 | Feb 11, 2026 |
| M&T BANK CORP | History | Reduced | 65,017 | 7,164 | 0.02% | 0.03% | 276 | -6,033 | -8.49% | Q4 2025 | Jan 30, 2026 |
| PINKERTON WEALTH, LLC | History | Added to | 64,575 | 7,115 | 0.73% | 0.74% | 277 | +3,004 | 4.88% | Q4 2025 | Feb 06, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 64,455 | 7,102 | 0.27% | 0.27% | 278 | -247 | -0.38% | Q4 2025 | Feb 04, 2026 |
| Providence Capital Advisors, LLC | History | Added to | 64,321 | 7,087 | 1.19% | 1.2% | 279 | +1,981 | 3.18% | Q4 2025 | Feb 12, 2026 |
| Curran Financial Partners, LLC | History | Added to | 63,720 | 7,021 | 1.33% | 1.25% | 280 | +7,099 | 12.54% | Q4 2025 | Jan 22, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 63,441 | 6,990 | 0.0% | 0.0% | 281 | -24,697 | -28.02% | Q4 2025 | Feb 10, 2026 |
| Corient Private Wealth LLC | History | Reduced | 63,158 | 6,962 | 0.01% | 0.01% | 282 | -4,203 | -6.24% | Q4 2025 | Mar 09, 2026 |
| Mutual Advisors, LLC | History | Reduced | 61,773 | 6,806 | 0.15% | 0.17% | 283 | -7,908 | -11.35% | Q4 2025 | Feb 02, 2026 |
| Ball & Co Wealth Management Inc. | History | Reduced | 61,432 | 6,769 | 4.36% | 6.72% | 284 | -29,155 | -32.18% | Q4 2025 | Jan 23, 2026 |
| Fairvoy Private Wealth, LLC | History | Reduced | 60,531 | 6,669 | 1.49% | 1.54% | 285 | -80 | -0.13% | Q4 2025 | Jan 14, 2026 |
| 1607 Capital Partners, LLC | History | Reduced | 60,310 | 6,645 | 0.45% | 1.01% | 286 | -59,550 | -49.68% | Q4 2025 | Feb 17, 2026 |
| AOZORA BANK, LTD. | History | No change | 60,000 | 6,611 | 20.3% | 6.8% | 287 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Vontobel Holding Ltd. | History | Added to | 59,797 | 6,589 | 0.02% | 0.02% | 288 | +200 | 0.34% | Q4 2025 | Feb 13, 2026 |
| David J Yvars Group | History | Added to | 59,642 | 6,572 | 3.5% | 3.2% | 289 | +6,120 | 11.43% | Q4 2025 | Jan 12, 2026 |
| Balefire, LLC | History | Reduced | 58,892 | 6,489 | 1.26% | 1.32% | 290 | -591 | -0.99% | Q4 2025 | Jan 12, 2026 |
| BCS Private Wealth Management, Inc. | History | Added to | 58,780 | 6,476 | 2.21% | 1.52% | 291 | +20,620 | 54.04% | Q4 2025 | Jan 26, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | Reduced | 58,458 | 6,441 | 2.09% | 2.27% | 292 | -411 | -0.7% | Q4 2025 | Feb 13, 2026 |
| SHERMAN PORFOLIOS, LLC | History | Added to | 58,161 | 6,408 | 0.44% | 0.65% | 293 | +41,898 | 257.63% | Q4 2025 | Feb 17, 2026 |
| SYNTAX RESEARCH, INC. | History | Added to | 57,682 | 6,355 | 3.92% | 2.69% | 294 | +20,078 | 53.39% | Q4 2025 | Feb 02, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 57,256 | 6,309 | 0.45% | 0.52% | 295 | -4,926 | -7.92% | Q4 2025 | Feb 10, 2026 |
| WELCH & FORBES LLC | History | Reduced | 56,547 | 6,230 | 0.08% | 0.08% | 296 | -1,732 | -2.97% | Q4 2025 | Feb 10, 2026 |
| Townsend Financial Planning, LLC | History | New | 56,227 | 6,195 | 6.2% | — | 297 | +56,227 | New | Q4 2025 | Feb 17, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 55,862 | 6,155 | 0.19% | 0.18% | 298 | +5,986 | 12.0% | Q4 2025 | Jan 30, 2026 |
| Keystone Global Partners, LLC | History | Reduced | 55,789 | 6,147 | 2.7% | 3.62% | 299 | -7,957 | -12.48% | Q4 2025 | Jan 14, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 51,815 | 5,709 | 0.27% | 0.28% | 300 | +5,413 | 11.67% | Q4 2025 | Jan 12, 2026 |
| NewEdge Wealth, LLC | History | No change | 50,995 | 5,619 | 0.06% | 0.08% | 301 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 50,841 | 5,602 | 0.14% | 0.12% | 302 | +8,379 | 19.73% | Q4 2025 | Feb 03, 2026 |
| Rochester Wealth Strategies, LLC | History | Added to | 50,206 | 5,532 | 3.47% | 3.42% | 303 | +3,307 | 7.05% | Q4 2025 | Jan 15, 2026 |
| Alpha Wealth Funds, LLC | History | Added to | 50,107 | 5,521 | 3.41% | 2.54% | 304 | +19,000 | 61.08% | Q4 2025 | Feb 02, 2026 |
| Graham Capital Management, L.P. | History | New | 50,000 | 5,509 | 0.13% | — | 305 | +50,000 | New | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Added to | 49,410 | 5,444 | 0.04% | 0.02% | 306 | +29,855 | 152.67% | Q4 2025 | Jan 26, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 49,240 | 5,425 | 0.06% | 0.07% | 307 | -9,209 | -15.76% | Q4 2025 | Feb 12, 2026 |
| CAMDEN NATIONAL BANK | History | Added to | 48,980 | 5,397 | 0.74% | 0.72% | 308 | +2,501 | 5.38% | Q4 2025 | Feb 10, 2026 |
| Blackhawk Capital Partners, LLC | History | New | 48,676 | 5,363 | 2.01% | — | 309 | +48,676 | New | Q4 2025 | Feb 04, 2026 |
| Pines Wealth Management, LLC | History | Added to | 48,566 | 5,351 | 1.73% | 1.74% | 310 | +2,280 | 4.93% | Q4 2025 | Feb 02, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 48,456 | 5,339 | 0.04% | 0.03% | 311 | +5,856 | 13.75% | Q4 2025 | Feb 13, 2026 |
| Midwest Financial Group LLC | History | Reduced | 48,414 | 5,334 | 2.36% | 2.95% | 312 | -7,174 | -12.91% | Q4 2025 | Jan 20, 2026 |
| Crabel Capital Management, LLC | History | Reduced | 48,226 | 5,314 | 4.02% | 6.82% | 313 | -20,141 | -29.46% | Q4 2025 | Feb 17, 2026 |
| Independent Solutions Wealth Management, LLC | History | Added to | 47,315 | 5,213 | 0.96% | 0.7% | 314 | +11,883 | 33.54% | Q4 2025 | Feb 05, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 46,718 | 5,147 | 0.3% | 0.3% | 315 | +7,315 | 18.56% | Q4 2025 | Feb 10, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 46,085 | 5,078 | 0.55% | 0.51% | 316 | +3,841 | 9.09% | Q4 2025 | Jan 29, 2026 |
| TME FINANCIAL, INC. | History | Added to | 45,497 | 5,013 | 3.52% | 2.9% | 317 | +10,738 | 30.89% | Q4 2025 | Jan 27, 2026 |
| CoreCap Advisors, LLC | History | Added to | 45,431 | 5,006 | 0.17% | 0.14% | 318 | +12,089 | 36.26% | Q4 2025 | Jan 13, 2026 |
| Worth Asset Management, LLC | History | Added to | 45,333 | 4,995 | 2.12% | 1.95% | 319 | +6,332 | 16.24% | Q4 2025 | Jan 14, 2026 |
| EQ LLC | History | Added to | 44,497 | 4,903 | 1.41% | 0.55% | 320 | +29,935 | 205.57% | Q4 2025 | Feb 10, 2026 |
| Cornerstone Management, Inc. | History | Added to | 44,214 | 4,871 | 0.79% | 0.79% | 321 | +1,442 | 3.37% | Q4 2025 | Feb 06, 2026 |
| Advisory Services Network, LLC | History | Added to | 43,907 | 4,838 | 0.07% | 0.06% | 322 | +7,533 | 20.71% | Q4 2025 | Feb 17, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Reduced | 43,675 | 4,812 | 0.28% | 0.3% | 323 | -1,246 | -2.77% | Q4 2025 | Jan 22, 2026 |
| Y.D. More Investments Ltd | History | Reduced | 42,864 | 4,723 | 0.23% | 0.38% | 324 | -17,540 | -29.04% | Q4 2025 | Jan 21, 2026 |
| SIG BROKERAGE, LP | History | Added to | 42,089 | 4,637 | 0.14% | 0.1% | 325 | +12,089 | 40.3% | Q4 2025 | Feb 17, 2026 |
| Turn8 Private Wealth Inc. | History | Reduced | 41,532 | 4,576 | 3.28% | 3.44% | 326 | -1,412 | -3.29% | Q4 2025 | Feb 10, 2026 |
| BURNS J W & CO INC/NY | History | Added to | 41,141 | 4,533 | 0.5% | 0.5% | 327 | +1,651 | 4.18% | Q4 2025 | Jan 12, 2026 |
| LOOMIS SAYLES & CO L P | History | Added to | 40,895 | 4,506 | 0.01% | 0.01% | 328 | +895 | 2.24% | Q4 2025 | Feb 12, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 40,853 | 4,501 | 2.39% | 2.37% | 329 | +740 | 1.84% | Q4 2025 | Feb 17, 2026 |
| COREPATH WEALTH PARTNERS LLC | History | Added to | 40,552 | 4,481 | 3.0% | 2.75% | 330 | +6,472 | 18.99% | Q4 2025 | Jan 15, 2026 |
| Global Trust Wealth Management LLC | History | New | 40,515 | 4,464 | 3.31% | — | 331 | +40,515 | New | Q4 2025 | Jan 28, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 40,486 | 4,461 | 0.01% | 0.01% | 332 | -7,630 | -15.86% | Q4 2025 | Feb 11, 2026 |
| Red Wave Investments LLC | History | Reduced | 40,476 | 4,460 | 1.33% | 1.46% | 333 | -2,190 | -5.13% | Q4 2025 | Feb 06, 2026 |
| Lido Advisors, LLC | History | Added to | 40,353 | 4,459 | 0.01% | 0.0% | 334 | +29,054 | 257.14% | Q4 2025 | Feb 10, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Added to | 39,922 | 4,399 | 1.59% | 1.44% | 335 | +5,741 | 16.8% | Q4 2025 | Jan 28, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 39,585 | 4,361 | 0.22% | 0.23% | 336 | -195 | -0.49% | Q4 2025 | Feb 17, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 38,794 | 4,274 | 0.06% | 0.03% | 337 | +17,865 | 85.36% | Q4 2025 | Jan 30, 2026 |
| Broyhill Asset Management, LLC | History | Added to | 38,471 | 4,239 | 3.73% | 1.75% | 338 | +20,549 | 114.66% | Q4 2025 | Feb 13, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 37,974 | 4,184 | 1.49% | 1.35% | 339 | +1,804 | 4.99% | Q4 2025 | Feb 03, 2026 |
| Jump Financial, LLC | History | New | 37,523 | 4,134 | 0.05% | — | 340 | +37,523 | New | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 37,470 | 4,128 | 0.02% | 0.02% | 341 | +6,170 | 19.71% | Q4 2025 | Feb 17, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 36,826 | 4,057 | 0.35% | 0.33% | 342 | +3,831 | 11.61% | Q4 2025 | Feb 12, 2026 |
| Sowell Financial Services LLC | History | Added to | 36,582 | 4,031 | 0.15% | 0.15% | 343 | +1,064 | 3.0% | Q4 2025 | Jan 21, 2026 |
| Advisors Preferred, LLC | History | Reduced | 36,415 | 4,011 | 0.65% | 1.33% | 344 | -44,574 | -55.04% | Q4 2025 | Feb 02, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 36,287 | 3,998 | 0.91% | 0.86% | 345 | -536 | -1.46% | Q4 2025 | Feb 02, 2026 |
| Sagil Capital LLP | History | No change | 36,200 | 3,988 | 0.91% | 1.12% | 346 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LM Advisors LLC | History | Reduced | 438 | 3,979 | 0.07% | 0.05% | 347 | -2,856 | -86.7% | Q4 2025 | Feb 13, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Added to | 35,212 | 3,880 | 2.47% | 2.52% | 348 | +1,430 | 4.23% | Q4 2025 | Feb 04, 2026 |
| XTX Topco Ltd | History | Added to | 35,139 | 3,871 | 0.1% | 0.16% | 349 | +7,823 | 28.64% | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | Added to | 34,717 | 3,825 | 0.06% | 0.02% | 350 | +24,612 | 243.56% | Q4 2025 | Mar 12, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 34,566 | 3,808 | 0.03% | 0.03% | 351 | -693 | -1.97% | Q4 2025 | Feb 17, 2026 |
| Sage Investment Advisers LLC | History | New | 33,991 | 3,745 | 2.81% | — | 352 | +33,991 | New | Q4 2025 | Feb 10, 2026 |
| Purpose Unlimited Inc. | History | New | 33,810 | 3,725 | 0.17% | — | 353 | +33,810 | New | Q4 2025 | Mar 20, 2026 |
| SevenBridge Financial Group, LLC | History | Reduced | 33,515 | 3,717 | 0.6% | 0.62% | 354 | -389 | -1.15% | Q4 2025 | Feb 02, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | Added to | 33,597 | 3,702 | 0.98% | 0.95% | 355 | +2,371 | 7.59% | Q4 2025 | Feb 09, 2026 |
| Note Advisors, LLC | History | Added to | 33,453 | 3,698 | 1.9% | 1.93% | 356 | +4,278 | 14.66% | Q4 2025 | Feb 18, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 33,462 | 3,687 | 1.45% | 1.36% | 357 | +3,134 | 10.33% | Q4 2025 | Feb 04, 2026 |
| GTS SECURITIES LLC | History | New | 33,393 | 3,679 | 0.13% | — | 358 | +33,393 | New | Q4 2025 | Feb 13, 2026 |
| LWM ADVISORS INC | History | Added to | 32,884 | 3,623 | 3.19% | 3.28% | 359 | +137 | 0.42% | Q4 2025 | Jan 09, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 32,867 | 3,621 | 0.28% | 0.28% | 360 | +2,407 | 7.9% | Q4 2025 | Jan 08, 2026 |
| SYKON CAPITAL LLC | History | Added to | 32,460 | 3,576 | 1.15% | 1.11% | 361 | +2,590 | 8.67% | Q4 2025 | Feb 12, 2026 |
| Eukles Asset Management | History | Added to | 32,346 | 3,564 | 1.39% | 1.25% | 362 | +3,516 | 12.2% | Q4 2025 | Feb 09, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 32,155 | 3,543 | 0.27% | 0.28% | 363 | -471 | -1.44% | Q4 2025 | Jan 29, 2026 |
| Brookstone Capital Management | History | Added to | 32,076 | 3,534 | 0.04% | 0.02% | 364 | +17,302 | 117.11% | Q4 2025 | Jan 15, 2026 |
| STATE STREET CORP | History | Reduced | 31,970 | 3,522 | 0.0% | 0.0% | 365 | -3,779 | -10.57% | Q4 2025 | Feb 13, 2026 |
| Mokosak Advisory Group, LLC | History | Added to | 31,791 | 3,503 | 0.88% | 0.87% | 366 | +2,071 | 6.97% | Q4 2025 | Feb 03, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 31,484 | 3,469 | 0.29% | 0.28% | 367 | +1,205 | 3.98% | Q4 2025 | Feb 13, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 31,418 | 3,461 | 0.51% | — | 368 | +31,418 | New | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 31,215 | 3,439 | 0.02% | 0.03% | 369 | -6,411 | -17.04% | Q4 2025 | Feb 03, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 31,123 | 3,429 | 0.08% | 0.08% | 370 | +2,500 | 8.73% | Q4 2025 | Feb 10, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 30,366 | 3,346 | 0.22% | 0.23% | 371 | +227 | 0.75% | Q4 2025 | Jan 23, 2026 |
| Argyle Capital Partners, LLC | History | Added to | 30,271 | 3,335 | 2.44% | 2.39% | 372 | +363 | 1.21% | Q4 2025 | Feb 17, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 30,160 | 3,323 | 0.03% | 0.03% | 373 | +948 | 3.25% | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 29,834 | 3,287 | 0.02% | 0.02% | 374 | +6,425 | 27.45% | Q4 2025 | Feb 12, 2026 |
| J.Safra Asset Management Corp | History | Added to | 29,683 | 3,270 | 0.17% | 0.17% | 375 | +4,002 | 15.58% | Q4 2025 | Feb 11, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 29,666 | 3,268 | 0.48% | 0.49% | 376 | +502 | 1.72% | Q4 2025 | Feb 10, 2026 |
| AMG National Trust Bank | History | Added to | 29,558 | 3,257 | 0.08% | 0.08% | 377 | +704 | 2.44% | Q4 2025 | Jan 30, 2026 |
| Roberts Financial Services LLC | History | Added to | 29,358 | 3,235 | 1.02% | 1.04% | 378 | +352 | 1.21% | Q4 2025 | Jan 23, 2026 |
| Union Bancaire Privee, UBP SA | History | Added to | 29,704 | 3,233 | 0.04% | 0.04% | 379 | +2,500 | 9.19% | Q4 2025 | Jan 05, 2026 |
| CVFG LLC | History | Added to | 29,338 | 3,232 | 2.22% | 2.32% | 380 | +525 | 1.82% | Q4 2025 | Feb 06, 2026 |
| Good Steward Wealth Advisors,LLC | History | Added to | 29,313 | 3,229 | 2.13% | 1.63% | 381 | +8,111 | 38.26% | Q4 2025 | Jan 22, 2026 |
| CWM, LLC | History | Reduced | 29,055 | 3,202 | 0.01% | 0.01% | 382 | -873 | -2.92% | Q4 2025 | Jan 26, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 28,986 | 3,193 | 0.2% | 0.21% | 383 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | No change | 28,665 | 3,158 | 0.09% | 0.09% | 384 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Waverly Advisors, LLC | History | Reduced | 28,324 | 3,121 | 0.03% | 0.03% | 385 | -2,621 | -8.47% | Q4 2025 | Feb 17, 2026 |
| Jacobi Capital Management LLC | History | Added to | 28,330 | 3,121 | 0.18% | 0.18% | 386 | +2,536 | 9.83% | Q4 2025 | Feb 13, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 27,918 | 3,076 | 1.4% | 1.36% | 387 | +2,077 | 8.04% | Q4 2025 | Jan 26, 2026 |
| J HAGAN CAPITAL, INC. | History | New | 27,772 | 3,060 | 1.69% | — | 388 | +27,772 | New | Q4 2025 | Feb 17, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | New | 27,750 | 3,057 | 1.71% | — | 389 | +27,750 | New | Q4 2025 | Feb 17, 2026 |
| COMMERCE BANK | History | Reduced | 27,224 | 2,999 | 0.02% | 0.02% | 390 | -675 | -2.42% | Q4 2025 | Feb 13, 2026 |
| Northern Lights Advisors, Inc. | History | New | 26,958 | 2,970 | 2.04% | — | 391 | +26,958 | New | Q4 2025 | Apr 20, 2026 |
| TT Capital Management LLC | History | Reduced | 26,576 | 2,928 | 2.33% | 2.4% | 392 | -1,560 | -5.54% | Q4 2025 | Feb 11, 2026 |
| Farrell Financial LLC | History | Reduced | 26,555 | 2,926 | 1.73% | 2.03% | 394 | -2,535 | -8.71% | Q4 2025 | Jan 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 26,558 | 2,926 | 0.04% | 0.06% | 393 | -317 | -1.18% | Q4 2025 | Feb 06, 2026 |
| Lifestyle Asset Management, Inc. | History | Added to | 26,385 | 2,907 | 0.95% | 0.74% | 395 | +6,879 | 35.27% | Q4 2025 | Feb 11, 2026 |
| Pacifica Partners Inc. | History | Added to | 26,318 | 2,899 | 1.29% | 1.03% | 396 | +480 | 1.86% | Q4 2025 | Jan 09, 2026 |
| KG&L Capital Management,LLC | History | Added to | 26,135 | 2,879 | 0.71% | 0.76% | 397 | +558 | 2.18% | Q4 2025 | Jan 23, 2026 |
| Keel Point, LLC | History | Added to | 25,818 | 2,844 | 0.17% | 0.17% | 398 | +338 | 1.33% | Q4 2025 | Feb 12, 2026 |
| FineMark National Bank & Trust | History | Added to | 25,182 | 2,774 | 0.09% | 0.09% | 399 | +693 | 2.83% | Q4 2025 | Feb 12, 2026 |
| BankPlus Wealth Management LLC | History | Added to | 25,053 | 2,760 | 1.52% | 1.49% | 400 | +2,355 | 10.38% | Q4 2025 | Feb 04, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | No change | 25,000 | 2,754 | 0.36% | 0.36% | 401 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Banco Santander, S.A. | History | New | 24,828 | 2,735 | 0.02% | — | 402 | +24,828 | New | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Added to | 24,533 | 2,703 | 0.02% | 0.02% | 403 | +2,369 | 10.69% | Q4 2025 | Jan 26, 2026 |
| Clarus Wealth Advisors | History | Added to | 24,310 | 2,692 | 1.12% | 1.16% | 404 | +763 | 3.24% | Q4 2025 | Jan 14, 2026 |
| Ironwood Financial, llc | History | Reduced | 24,003 | 2,652 | 0.45% | 0.5% | 405 | -1,508 | -5.91% | Q4 2025 | Jan 15, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 23,740 | 2,615 | 1.5% | 1.44% | 406 | +3,559 | 17.64% | Q4 2025 | Feb 09, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 23,718 | 2,613 | 0.0% | 0.0% | 407 | +2,680 | 12.74% | Q4 2025 | Feb 11, 2026 |
| M Holdings Securities, Inc. | History | New | 23,517 | 2,591 | 0.19% | — | 408 | +23,517 | New | Q4 2025 | Feb 11, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 23,392 | 2,577 | 0.86% | 0.76% | 409 | +1,108 | 4.97% | Q4 2025 | Jan 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 23,364 | 2,574 | 0.18% | 0.17% | 410 | +1,032 | 4.62% | Q4 2025 | Feb 12, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 23,250 | 2,561 | 0.31% | 0.37% | 411 | -3,243 | -12.24% | Q4 2025 | Feb 02, 2026 |
| Vericrest Private Wealth | History | New | 23,216 | 2,558 | 2.27% | — | 412 | +23,216 | New | Q4 2025 | Mar 12, 2026 |
| DUNCKER STREETT & CO INC | History | Reduced | 23,039 | 2,538 | 0.45% | 0.46% | 413 | -400 | -1.71% | Q4 2025 | Jan 27, 2026 |
| REGIONS FINANCIAL CORP | History | New | 22,771 | 2,509 | 0.02% | — | 414 | +22,771 | New | Q4 2025 | Jan 27, 2026 |
| Yeomans Consulting Group, Inc. | History | New | 22,722 | 2,503 | 0.73% | — | 415 | +22,722 | New | Q4 2025 | Jan 07, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 22,688 | 2,500 | 0.31% | 0.29% | 416 | +2,369 | 11.66% | Q4 2025 | Jan 07, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 22,637 | 2,494 | 0.19% | 0.18% | 417 | +1,712 | 8.18% | Q4 2025 | Jan 16, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Reduced | 22,614 | 2,491 | 2.08% | 2.16% | 418 | -945 | -4.01% | Q4 2025 | Jan 23, 2026 |
| Procyon Advisors, LLC | History | Reduced | 22,520 | 2,481 | 0.12% | 0.16% | 419 | -1,302 | -5.47% | Q4 2025 | Jan 07, 2026 |
| Aurora Private Wealth, Inc. | History | New | 22,430 | 2,472 | 1.62% | — | 420 | +22,430 | New | Q4 2025 | Feb 02, 2026 |
| BESSEMER GROUP INC | History | Added to | 22,257 | 2,453 | 0.0% | 0.0% | 421 | +5,966 | 36.62% | Q4 2025 | Feb 05, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 22,155 | 2,441 | 0.01% | 0.01% | 422 | -32 | -0.14% | Q4 2025 | Feb 13, 2026 |
| SSA SWISS ADVISORS AG | History | Reduced | 22,135 | 2,440 | 1.14% | 1.99% | 423 | -16,228 | -42.3% | Q4 2025 | Feb 26, 2026 |
| Bishop & Co Investment Management, LLC | History | Reduced | 22,142 | 2,439 | 0.81% | 0.88% | 424 | -1,590 | -6.7% | Q4 2025 | Jan 21, 2026 |
| Riggs Asset Managment Co. Inc. | History | Added to | 22,006 | 2,424 | 0.49% | 0.38% | 425 | +6,197 | 39.2% | Q4 2025 | Jan 29, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 21,878 | 2,410 | 0.05% | 0.06% | 426 | -447 | -2.0% | Q4 2025 | Feb 03, 2026 |
| Squarepoint Ops LLC | History | Reduced | 21,800 | 2,402 | 0.0% | 0.0% | 427 | -3,204 | -12.81% | Q4 2025 | Feb 13, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Added to | 21,793 | 2,401 | 1.69% | 1.69% | 428 | +686 | 3.25% | Q4 2025 | Jan 08, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 21,775 | 2,399 | 0.07% | 0.08% | 429 | -19 | -0.09% | Q4 2025 | Jan 06, 2026 |
| CV Advisors LLC | History | Reduced | 21,450 | 2,363 | 0.6% | 0.81% | 430 | -4,950 | -18.75% | Q4 2025 | Jan 20, 2026 |
| Crews Bank & Trust | History | Reduced | 21,286 | 2,345 | 0.34% | 0.39% | 431 | -2,625 | -10.98% | Q4 2025 | Jan 21, 2026 |
| Private Advisory Group LLC | History | Added to | 20,928 | 2,306 | 0.18% | 0.18% | 432 | +1,505 | 7.75% | Q4 2025 | Jan 15, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 20,850 | 2,297 | 0.23% | 0.3% | 433 | +704 | 3.49% | Q4 2025 | Jan 12, 2026 |
| BRADY FAMILY WEALTH, LLC | History | Added to | 20,682 | 2,278 | 0.7% | 0.71% | 434 | +228 | 1.11% | Q4 2025 | Jan 07, 2026 |
| STEVENS CAPITAL MANAGEMENT LP | History | New | 20,481 | 2,257 | 0.79% | — | 435 | +20,481 | New | Q4 2025 | Feb 03, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 20,265 | 2,232 | 0.05% | 0.04% | 436 | +4,662 | 29.88% | Q4 2025 | Feb 13, 2026 |
| Marex Group plc | History | Reduced | 20,184 | 2,224 | 0.01% | 0.05% | 437 | -44,836 | -68.96% | Q4 2025 | Feb 12, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 20,159 | 2,221 | 0.07% | 0.11% | 438 | -12,017 | -37.35% | Q4 2025 | Feb 11, 2026 |
| ARRIEN INVESTMENTS, INC. | History | Reduced | 20,137 | 2,218 | 1.25% | 1.34% | 439 | -346 | -1.69% | Q4 2025 | Jan 30, 2026 |
| BTG Pactual Asset Management US LLC | History | Reduced | 19,902 | 2,202 | 0.21% | 0.25% | 440 | -29,470 | -59.69% | Q4 2025 | Feb 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 19,948 | 2,197 | 0.0% | 0.0% | 441 | -2,055 | -9.34% | Q4 2025 | Feb 17, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 19,898 | 2,192 | 0.02% | 0.01% | 442 | +6,944 | 53.61% | Q4 2025 | Jan 14, 2026 |
| Ocean Park Asset Management, LLC | History | Added to | 19,898 | 2,192 | 0.1% | 0.06% | 443 | +6,944 | 53.61% | Q4 2025 | Jan 15, 2026 |
| Sovran Advisors, LLC | History | Added to | 19,532 | 2,165 | 0.18% | 0.17% | 444 | +2,386 | 13.92% | Q4 2025 | Jan 20, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 19,361 | 2,133 | 0.02% | 0.04% | 445 | +41 | 0.21% | Q4 2025 | Jan 29, 2026 |
| Ballast, Inc. | History | Added to | 19,164 | 2,111 | 0.49% | 0.5% | 446 | +486 | 2.6% | Q4 2025 | Feb 03, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 19,002 | 2,093 | 0.07% | 0.05% | 447 | +6,107 | 47.36% | Q4 2025 | Jan 20, 2026 |
| L & S Advisors Inc | History | New | 18,944 | 2,087 | 0.19% | — | 448 | +18,944 | New | Q4 2025 | Feb 05, 2026 |
| Exit Wealth Advisors, LLC. | History | Added to | 18,932 | 2,086 | 1.23% | 0.43% | 450 | +13,185 | 229.42% | Q4 2025 | Feb 10, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 18,936 | 2,086 | 0.03% | 0.03% | 449 | -4,726 | -19.97% | Q4 2025 | Feb 09, 2026 |
| Mandatum Life Insurance Co Ltd | History | No change | 18,802 | 2,071 | 0.47% | 0.5% | 451 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 18,775 | 2,069 | 0.16% | 0.18% | 452 | -1,271 | -6.34% | Q4 2025 | Feb 17, 2026 |
| Bulltick Wealth Management, LLC | History | Added to | 18,678 | 2,058 | 0.44% | 0.44% | 453 | +2,018 | 12.11% | Q4 2025 | Feb 17, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 18,541 | 2,043 | 0.09% | 0.04% | 454 | +11,090 | 148.84% | Q4 2025 | Feb 13, 2026 |
| J. Safra Sarasin Holding AG | History | Added to | 18,442 | 2,032 | 0.03% | 0.03% | 455 | +3,442 | 22.95% | Q4 2025 | Jan 15, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 18,225 | 2,008 | 0.33% | 0.34% | 456 | +1,212 | 7.12% | Q4 2025 | Feb 11, 2026 |
| RFG Advisory, LLC | History | Reduced | 18,083 | 1,992 | 0.04% | 0.08% | 457 | -14,565 | -44.61% | Q4 2025 | Feb 03, 2026 |
| BCWM, LLC | History | Added to | 18,054 | 1,989 | 0.6% | 0.58% | 458 | +621 | 3.56% | Q4 2025 | Feb 11, 2026 |
| Lakeridge Wealth Management LLC | History | Reduced | 17,991 | 1,982 | 0.9% | 3.51% | 459 | -52,835 | -74.6% | Q4 2025 | Jan 07, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | New | 17,827 | 1,964 | 0.31% | — | 460 | +17,827 | New | Q4 2025 | Feb 03, 2026 |
| Arcataur Capital Management LLC | History | Reduced | 17,704 | 1,950 | 0.56% | 0.59% | 461 | -374 | -2.07% | Q4 2025 | Jan 27, 2026 |
| Berkeley Capital Partners, LLC | History | Reduced | 17,581 | 1,937 | 0.46% | 0.47% | 462 | -227 | -1.27% | Q4 2025 | Feb 05, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 17,441 | 1,930 | 0.07% | 0.13% | 463 | -721 | -3.97% | Q4 2025 | Feb 13, 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | History | Reduced | 17,476 | 1,925 | 0.33% | 0.34% | 464 | -847 | -4.62% | Q4 2025 | Feb 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 17,382 | 1,915 | 0.06% | 0.07% | 465 | -62 | -0.36% | Q4 2025 | Feb 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 17,188 | 1,893 | 0.0% | 0.0% | 466 | -825 | -4.58% | Q4 2025 | Feb 17, 2026 |
| Copia Wealth Management | History | Added to | 17,137 | 1,888 | 1.35% | 1.3% | 468 | +1,488 | 9.51% | Q4 2025 | Feb 06, 2026 |
| NWAM LLC | History | Added to | 17,089 | 1,888 | 0.11% | 0.1% | 467 | +91 | 0.54% | Q4 2025 | Feb 04, 2026 |
| Roundview Capital LLC | History | Added to | 16,982 | 1,871 | 0.12% | 0.11% | 469 | +762 | 4.7% | Q4 2025 | Feb 09, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 16,899 | 1,862 | 0.02% | 0.02% | 470 | -680 | -3.87% | Q4 2025 | Jan 21, 2026 |
| Savvy Advisors, Inc. | History | Added to | 16,843 | 1,855 | 0.06% | 0.07% | 471 | +2,496 | 17.4% | Q4 2025 | Jan 20, 2026 |
| Florin Court Capital LLP | History | Reduced | 16,800 | 1,851 | 2.58% | 2.06% | 472 | -6,800 | -28.81% | Q4 2025 | Feb 05, 2026 |
| Allie Family Office LLC | History | No change | 16,589 | 1,827 | 0.85% | 0.88% | 473 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cambridge Advisors Inc. | History | No change | 16,390 | 1,806 | 0.34% | 0.36% | 474 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| VIAWEALTH, LLC | History | Reduced | 16,358 | 1,802 | 1.01% | 1.07% | 475 | -1,151 | -6.57% | Q4 2025 | Feb 10, 2026 |
| Freedom Financial Partners LLC | History | Added to | 15,987 | 1,761 | 0.64% | 0.64% | 476 | +966 | 6.43% | Q4 2025 | Jan 06, 2026 |
| Cosner Financial Group, LLC | History | Reduced | 15,861 | 1,747 | 0.89% | 1.0% | 477 | -794 | -4.77% | Q4 2025 | Jan 30, 2026 |
| Investment Advisory Group, LLC | History | Reduced | 15,764 | 1,736 | 0.45% | 0.48% | 478 | -75 | -0.47% | Q4 2025 | Jan 23, 2026 |
| Saba Capital Management, L.P. | History | New | 15,719 | 1,732 | 0.05% | — | 479 | +15,719 | New | Q4 2025 | Feb 17, 2026 |
| MidWestOne Financial Group, Inc. | History | Reduced | 15,667 | 1,726 | 0.19% | 0.32% | 480 | -7,853 | -33.39% | Q4 2025 | Feb 12, 2026 |
| Plan Group Financial, LLC | History | Reduced | 15,659 | 1,725 | 0.45% | 0.75% | 481 | -9,257 | -37.15% | Q4 2025 | Feb 03, 2026 |
| COUNTRY TRUST BANK | History | No change | 15,500 | 1,707 | 0.03% | 0.04% | 482 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 23,462 | 1,706 | 0.04% | 0.04% | 483 | +5,983 | 34.23% | Q4 2025 | Feb 11, 2026 |
| Buck Wealth Strategies, LLC | History | New | 15,459 | 1,703 | 0.22% | — | 484 | +15,459 | New | Q4 2025 | Feb 03, 2026 |
| Uptown Financial Advisors LLC | History | Added to | 15,358 | 1,692 | 1.21% | 1.19% | 485 | +2,351 | 18.07% | Q4 2025 | Jan 23, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 15,316 | 1,687 | 1.09% | 1.24% | 486 | -5,201 | -25.35% | Q4 2025 | Feb 09, 2026 |
| Spire Wealth Management | History | Added to | 15,233 | 1,678 | 0.06% | 0.02% | 487 | +10,811 | 244.48% | Q4 2025 | Jan 14, 2026 |
| Running Point Capital Advisors, LLC | History | Reduced | 15,196 | 1,674 | 0.46% | 0.46% | 488 | -197 | -1.28% | Q4 2025 | Feb 17, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Added to | 15,135 | 1,667 | 0.96% | 0.97% | 489 | +337 | 2.28% | Q4 2025 | Jan 16, 2026 |
| Spectrum Strategic Capital Management, LLC | History | Reduced | 15,013 | 1,654 | 0.88% | 1.55% | 490 | -12,056 | -44.54% | Q4 2025 | Feb 05, 2026 |
| SONATA CAPITAL GROUP INC | History | Reduced | 14,950 | 1,647 | 0.59% | 0.64% | 491 | -583 | -3.75% | Q4 2025 | Jan 26, 2026 |
| King Wealth Management Group | History | Reduced | 14,906 | 1,642 | 0.2% | 0.22% | 492 | -636 | -4.09% | Q4 2025 | Feb 09, 2026 |
| Prospera Financial Services Inc | History | Reduced | 14,602 | 1,609 | 0.03% | 0.03% | 493 | -501 | -3.32% | Q4 2025 | Feb 09, 2026 |
| NATIXIS | History | Reduced | 14,598 | 1,608 | 0.01% | 0.01% | 494 | -3,051 | -17.29% | Q4 2025 | Feb 13, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 14,520 | 1,599 | 0.12% | 0.12% | 495 | -135 | -0.92% | Q4 2025 | Feb 06, 2026 |
| Warwick Investment Management, Inc. | History | Reduced | 14,457 | 1,592 | 0.25% | 0.28% | 496 | -42 | -0.29% | Q4 2025 | Jan 15, 2026 |
| Capital Analysts, LLC | History | Reduced | 14,304 | 1,576 | 0.05% | 0.05% | 497 | -335 | -2.29% | Q4 2025 | Feb 11, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 13,986 | 1,541 | 0.02% | 0.03% | 498 | -15,797 | -53.04% | Q4 2025 | Feb 13, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 13,933 | 1,535 | 0.11% | 0.11% | 499 | -646 | -4.43% | Q4 2025 | Jan 14, 2026 |
| FIDUCIENT ADVISORS LLC | History | Added to | 13,903 | 1,531 | 0.19% | 0.18% | 500 | +280 | 2.06% | Q4 2025 | Feb 10, 2026 |
| Boreal Capital Management LLC | History | Added to | 13,850 | 1,526 | 1.15% | 0.93% | 501 | +3,510 | 33.95% | Q4 2025 | Feb 17, 2026 |
| UMB Bank, n.a. | History | Reduced | 13,831 | 1,524 | 0.02% | 0.03% | 502 | -3,738 | -21.28% | Q4 2025 | Feb 13, 2026 |
| Arrowroot Family Office, LLC | History | Reduced | 13,800 | 1,520 | 0.55% | 0.62% | 503 | -95 | -0.68% | Q4 2025 | Feb 11, 2026 |
| StoneX Group Inc. | History | Added to | 13,348 | 1,471 | 0.06% | 0.05% | 504 | +2,083 | 18.49% | Q4 2025 | Feb 12, 2026 |
| Reflection Asset Management | History | New | 13,278 | 1,463 | 1.04% | — | 506 | +13,278 | New | Q4 2025 | Mar 02, 2026 |
| Financial Sense Advisors, Inc. | History | Reduced | 13,277 | 1,463 | 0.27% | 0.26% | 505 | -404 | -2.95% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 13,245 | 1,459 | 0.03% | 0.03% | 507 | +2,514 | 23.43% | Q4 2025 | Feb 06, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 13,180 | 1,457 | 0.15% | 0.15% | 508 | -22 | -0.17% | Q4 2025 | Jan 12, 2026 |
| Pathstone Holdings, LLC | History | New | 13,198 | 1,454 | 0.01% | — | 509 | +13,198 | New | Q4 2025 | Feb 13, 2026 |
| Alteri Wealth LLC | History | Added to | 13,043 | 1,437 | 0.47% | 0.46% | 510 | +1,004 | 8.34% | Q4 2025 | Feb 11, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 13,039 | 1,436 | 0.13% | 0.15% | 511 | -1,769 | -11.95% | Q4 2025 | Jan 26, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 13,031 | 1,435 | 0.03% | 0.03% | 512 | +647 | 5.22% | Q4 2025 | Jan 14, 2026 |
| Finer Wealth Management, Inc. | History | Added to | 12,920 | 1,423 | 0.69% | 0.31% | 513 | +7,295 | 129.69% | Q4 2025 | Jan 21, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | New | 12,720 | 1,401 | 1.38% | — | 514 | +12,720 | New | Q4 2025 | Jan 26, 2026 |
| Disciplined Investments, LLC | History | Reduced | 12,586 | 1,386 | 0.53% | 0.59% | 515 | -684 | -5.15% | Q4 2025 | Feb 05, 2026 |
| CMG Global Holdings, LLC | History | Reduced | 12,600 | 1,385 | 0.61% | 0.71% | 516 | -291 | -2.26% | Q4 2025 | Feb 05, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | Reduced | 12,519 | 1,379 | 0.98% | 1.11% | 517 | -270 | -2.11% | Q4 2025 | Feb 13, 2026 |
| Northstar Advisory Group, LLC | History | New | 12,493 | 1,376 | 0.49% | — | 518 | +12,493 | New | Q4 2025 | Jan 15, 2026 |
| HUB Investment Partners, LLC | History | Added to | 12,475 | 1,374 | 0.04% | 0.01% | 519 | +10,086 | 422.19% | Q4 2025 | Feb 17, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 12,464 | 1,373 | 0.06% | 0.06% | 520 | -65 | -0.52% | Q4 2025 | Jan 29, 2026 |
| Worth Financial Advisory Group, LLC | History | New | 12,440 | 1,370 | 0.66% | — | 521 | +12,440 | New | Q4 2025 | Jan 16, 2026 |
| Ascent Group, LLC | History | Reduced | 12,427 | 1,369 | 0.05% | 0.05% | 522 | -1,140 | -8.4% | Q4 2025 | Jan 20, 2026 |
| Marble Wealth, LLC | History | New | 12,417 | 1,368 | 0.19% | — | 523 | +12,417 | New | Q4 2025 | Feb 10, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 12,326 | 1,358 | 0.07% | 0.08% | 524 | +413 | 3.47% | Q4 2025 | Jan 28, 2026 |
| AlTi Global, Inc. | History | No change | 12,220 | 1,346 | 0.03% | 0.03% | 525 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | Added to | 12,030 | 1,325 | 0.76% | 0.75% | 526 | +535 | 4.65% | Q4 2025 | Jan 15, 2026 |
| Abacus Wealth Partners, LLC | History | Reduced | 12,024 | 1,324 | 0.13% | 0.2% | 527 | -611 | -4.84% | Q4 2025 | Feb 05, 2026 |
| Farringdon Capital, Ltd. | History | Added to | 12,004 | 1,322 | 0.32% | 0.12% | 528 | +7,626 | 174.19% | Q4 2025 | Feb 17, 2026 |
| Slocum, Gordon & Co LLP | History | Added to | 11,973 | 1,319 | 0.96% | 0.97% | 529 | +1,056 | 9.67% | Q4 2025 | Jan 26, 2026 |
| First International Bank of Israel Ltd. | History | Reduced | 11,976 | 1,319 | 0.63% | 0.79% | 530 | -545 | -4.35% | Q4 2025 | Feb 12, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 11,831 | 1,303 | 0.47% | 0.51% | 531 | -322 | -2.65% | Q4 2025 | Feb 05, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | New | 11,798 | 1,300 | 0.01% | — | 532 | +11,798 | New | Q4 2025 | Feb 12, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 11,793 | 1,299 | 0.39% | 0.4% | 533 | +399 | 3.5% | Q4 2025 | Jan 22, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 11,510 | 1,268 | 0.46% | 0.5% | 534 | -574 | -4.75% | Q4 2025 | Feb 10, 2026 |
| Capricorn Fund Managers Ltd | History | Added to | 11,442 | 1,260 | 0.3% | 0.43% | 535 | +40 | 0.35% | Q4 2025 | Jan 21, 2026 |
| Walleye Trading LLC | History | Added to | 11,400 | 1,256 | 0.0% | 0.0% | 536 | +8,400 | 280.0% | Q4 2025 | Feb 13, 2026 |
| Blue Capital, Inc. | History | New | 11,371 | 1,252 | 0.89% | — | 538 | +11,371 | New | Q4 2025 | Feb 23, 2026 |
| Montecito Bank & Trust | History | Added to | 11,368 | 1,252 | 0.2% | 0.19% | 537 | +545 | 5.04% | Q4 2025 | Jan 09, 2026 |
| Rathbones Group PLC | History | Reduced | 11,322 | 1,247 | 0.0% | 0.01% | 539 | -125 | -1.09% | Q4 2025 | Feb 06, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 11,279 | 1,243 | 0.04% | 0.04% | 540 | +295 | 2.69% | Q4 2025 | Feb 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 11,023 | 1,214 | 0.0% | 0.0% | 541 | -738 | -6.27% | Q4 2025 | Feb 17, 2026 |
| Arrow Investment Advisors, LLC | History | Reduced | 10,860 | 1,196 | 1.33% | 1.46% | 542 | -1,000 | -8.43% | Q4 2025 | Feb 09, 2026 |
| CASTLEARK MANAGEMENT LLC | History | New | 10,840 | 1,194 | 0.04% | — | 543 | +10,840 | New | Q4 2025 | Feb 13, 2026 |
| ASPIRIANT, LLC | History | Reduced | 10,818 | 1,192 | 0.03% | 0.04% | 544 | -112 | -1.02% | Q4 2025 | Jan 20, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 10,789 | 1,188 | 0.59% | 0.6% | 545 | -6 | -0.06% | Q4 2025 | Jan 30, 2026 |
| VAN STRUM & TOWNE INC. | History | Reduced | 10,770 | 1,186 | 0.33% | 0.37% | 546 | -528 | -4.67% | Q4 2025 | Feb 03, 2026 |
| Adams Asset Advisors, LLC | History | Reduced | 10,662 | 1,174 | 0.15% | 0.16% | 547 | -596 | -5.29% | Q4 2025 | Jan 15, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 10,586 | 1,166 | 0.26% | 0.33% | 548 | -1,678 | -13.68% | Q4 2025 | Jan 09, 2026 |
| Laurel Wealth Advisors LLC | History | Reduced | 10,522 | 1,159 | 0.15% | 0.17% | 549 | -125 | -1.17% | Q4 2025 | Jan 30, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 10,479 | 1,154 | 0.27% | 0.26% | 550 | +696 | 7.11% | Q4 2025 | Jan 16, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 10,430 | 1,149 | 0.02% | 0.03% | 551 | -3,331 | -24.21% | Q4 2025 | Feb 05, 2026 |
| GWN SECURITIES INC. | History | Added to | 10,308 | 1,135 | 0.23% | 0.25% | 552 | +567 | 5.82% | Q4 2025 | Feb 11, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 10,246 | 1,129 | 0.02% | 0.03% | 553 | -4,762 | -31.73% | Q4 2025 | Feb 17, 2026 |
| BANK OF NOVA SCOTIA | History | New | 10,230 | 1,127 | 0.0% | — | 554 | +10,230 | New | Q4 2025 | Feb 13, 2026 |
| Professional Financial Advisors, LLC | History | New | 10,148 | 1,118 | 0.23% | — | 556 | +10,148 | New | Q4 2025 | Jan 15, 2026 |
| GeoWealth Management, LLC | History | Added to | 10,154 | 1,118 | 0.04% | 0.04% | 555 | +65 | 0.64% | Q4 2025 | Feb 17, 2026 |
| Edge Financial Advisors LLC | History | Reduced | 10,140 | 1,117 | 0.47% | 0.56% | 557 | -1,041 | -9.31% | Q4 2025 | Jan 28, 2026 |
| TrueWealth Financial Partners | History | New | 10,030 | 1,105 | 0.91% | — | 558 | +10,030 | New | Q4 2025 | Feb 05, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | New | 10,030 | 1,105 | 0.91% | — | 559 | +10,030 | New | Q4 2025 | Feb 05, 2026 |
| GUIDANCE CAPITAL, INC | History | New | 9,957 | 1,102 | 0.27% | — | 560 | +9,957 | New | Q4 2025 | Jan 23, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 9,996 | 1,101 | 0.04% | 0.01% | 561 | +8,872 | 789.32% | Q4 2025 | Feb 04, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 9,775 | 1,077 | 0.02% | 0.03% | 562 | -210 | -2.1% | Q4 2025 | Jan 27, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 9,774 | 1,076 | 0.04% | 0.04% | 563 | -1,138 | -10.43% | Q4 2025 | Jan 30, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 9,700 | 1,068 | 0.23% | 0.07% | 564 | +6,634 | 216.37% | Q4 2025 | Jan 26, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | Reduced | 9,657 | 1,064 | 0.79% | 0.87% | 565 | -196 | -1.99% | Q4 2025 | Jan 14, 2026 |
| Magnus Financial Group LLC | History | Reduced | 9,618 | 1,059 | 0.08% | 0.1% | 566 | -1,983 | -17.09% | Q4 2025 | Jan 07, 2026 |
| 1832 Asset Management L.P. | History | Added to | 9,608 | 1,058 | 0.0% | 0.0% | 567 | +59 | 0.62% | Q4 2025 | Feb 13, 2026 |
| Moors & Cabot, Inc. | History | Added to | 9,536 | 1,050 | 0.04% | 0.04% | 568 | +1,218 | 14.64% | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | Reduced | 9,501 | 1,046 | 0.02% | 0.03% | 569 | -532 | -5.3% | Q4 2025 | Feb 06, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 9,439 | 1,040 | 0.01% | 0.01% | 570 | +1,262 | 15.43% | Q4 2025 | Jan 29, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 9,248 | 1,019 | 0.1% | 0.1% | 571 | +284 | 3.17% | Q4 2025 | Feb 13, 2026 |
| INNEALTA CAPITAL, LLC | History | Added to | 9,214 | 1,015 | 0.55% | 0.48% | 572 | +529 | 6.09% | Q4 2025 | Jan 30, 2026 |
| Engineers Gate Manager LP | History | New | 9,208 | 1,014 | 0.01% | — | 574 | +9,208 | New | Q4 2025 | Feb 17, 2026 |
| Stronghold Wealth Management L.L.C. | History | New | 9,208 | 1,014 | 1.5% | — | 575 | +9,208 | New | Q4 2025 | Feb 06, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Added to | 9,206 | 1,014 | 0.11% | 0.06% | 573 | +4,370 | 90.36% | Q4 2025 | Jan 20, 2026 |
| Kovack Advisors, Inc. | History | Added to | 9,198 | 1,013 | 0.05% | 0.02% | 576 | +7,053 | 328.81% | Q4 2025 | Feb 17, 2026 |
| TFB Advisors LLC | History | Added to | 9,174 | 1,010 | 0.28% | 0.29% | 578 | +236 | 2.64% | Q4 2025 | Feb 13, 2026 |
| Bellecapital International Ltd. | History | No change | 9,173 | 1,010 | 0.18% | 0.16% | 577 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 9,026 | 998 | 0.28% | 0.28% | 579 | +853 | 10.44% | Q4 2025 | Jan 14, 2026 |
| Capitol Family Office, Inc. | History | Added to | 8,994 | 991 | 1.17% | 1.11% | 581 | +804 | 9.82% | Q4 2025 | Jan 26, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 9,000 | 991 | 0.02% | 0.02% | 580 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Family Capital Management, Inc. | History | Reduced | 8,980 | 989 | 0.44% | 0.49% | 582 | -201 | -2.19% | Q4 2025 | Jan 27, 2026 |
| Phil A. Younker & Associates, Ltd. | History | No change | 8,973 | 988 | 0.69% | 0.77% | 583 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 8,966 | 987 | 0.03% | 0.04% | 584 | -3,615 | -28.73% | Q4 2025 | Jan 09, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 8,960 | 987 | 0.02% | 0.02% | 586 | -121 | -1.33% | Q4 2025 | Jan 22, 2026 |
| WealthShield Partners, LLC | History | Added to | 8,974 | 987 | 0.11% | 0.11% | 585 | +55 | 0.62% | Q4 2025 | Feb 03, 2026 |
| HighMark Wealth Management LLC | History | Added to | 8,952 | 986 | 0.4% | 0.43% | 587 | +95 | 1.07% | Q4 2025 | Feb 05, 2026 |
| Sincerus Advisory, LLC | History | Reduced | 8,956 | 986 | 0.79% | 0.86% | 588 | -89 | -0.98% | Q4 2025 | Jan 08, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 8,906 | 981 | 0.06% | 0.07% | 589 | -405 | -4.35% | Q4 2025 | Feb 11, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 8,887 | 979 | 0.15% | 0.12% | 590 | +4,058 | 84.03% | Q4 2025 | Feb 03, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | New | 8,879 | 978 | 0.03% | — | 592 | +8,879 | New | Q4 2025 | Feb 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 8,881 | 978 | 0.01% | 0.01% | 591 | +912 | 11.44% | Q4 2025 | Feb 17, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 8,874 | 977 | 0.06% | 0.08% | 593 | -2,838 | -24.23% | Q4 2025 | Jan 30, 2026 |
| CHOREO, LLC | History | Reduced | 8,824 | 976 | 0.01% | 0.02% | 594 | -1,550 | -14.94% | Q4 2025 | Jan 23, 2026 |
| Life Planning Partners, Inc | History | Added to | 8,750 | 964 | 0.74% | 0.7% | 595 | +198 | 2.32% | Q4 2025 | Jan 16, 2026 |
| Focus Financial Network, Inc. | History | Added to | 8,729 | 961 | 0.03% | 0.03% | 596 | +460 | 5.56% | Q4 2025 | Jan 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 8,665 | 954 | 0.01% | 0.01% | 597 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 8,635 | 951 | 0.01% | 0.01% | 598 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 8,588 | 946 | 0.03% | — | 599 | +8,588 | New | Q4 2025 | Feb 09, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 8,473 | 934 | 0.06% | 0.06% | 600 | +487 | 6.1% | Q4 2025 | Feb 13, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 8,365 | 921 | 0.0% | 0.0% | 601 | -1,734 | -17.17% | Q4 2025 | Feb 17, 2026 |
| Tactive Advisors, LLC | History | New | 8,303 | 914 | 0.27% | — | 602 | +8,303 | New | Q4 2025 | Jan 09, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 8,198 | 909 | 0.6% | 0.57% | 603 | +1,073 | 15.06% | Q4 2025 | Feb 11, 2026 |
| Belpointe Asset Management LLC | History | Added to | 8,228 | 906 | 0.03% | 0.03% | 605 | +938 | 12.87% | Q4 2025 | Jan 27, 2026 |
| VestGen Investment Management | History | Reduced | 8,229 | 906 | 0.5% | 0.57% | 604 | -341 | -3.98% | Q4 2025 | Feb 18, 2026 |
| FIL Ltd | History | New | 8,000 | 881 | 0.0% | — | 606 | +8,000 | New | Q4 2025 | Feb 17, 2026 |
| Yorktown Management & Research Co Inc | History | New | 8,000 | 881 | 0.7% | — | 607 | +8,000 | New | Q4 2025 | Jan 23, 2026 |
| Archer Investment Management, LLC | History | New | 7,955 | 876 | 0.47% | — | 608 | +7,955 | New | Q4 2025 | Jan 12, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 7,928 | 873 | 0.2% | 0.21% | 609 | -364 | -4.39% | Q4 2025 | Jan 16, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 7,912 | 871 | 0.16% | 0.17% | 610 | -224 | -2.75% | Q4 2025 | Feb 12, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 7,813 | 860 | 0.06% | 0.06% | 611 | -129 | -1.62% | Q4 2025 | Feb 17, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | Reduced | 7,749 | 853 | 0.6% | 0.53% | 612 | -824 | -9.61% | Q4 2025 | Jan 20, 2026 |
| Texas Bank & Trust Co | History | No change | 7,747 | 853 | 0.31% | 0.33% | 613 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 7,718 | 850 | 0.14% | — | 614 | +7,718 | New | Q4 2025 | Feb 12, 2026 |
| EHRLICH FINANCIAL GROUP | History | New | 7,699 | 848 | 0.48% | — | 615 | +7,699 | New | Q4 2025 | Jan 06, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Reduced | 7,618 | 839 | 0.06% | 0.1% | 616 | -3,881 | -33.75% | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 7,547 | 831 | 0.05% | 0.07% | 617 | -1,219 | -13.91% | Q4 2025 | Feb 06, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 7,481 | 824 | 0.02% | 0.02% | 618 | +2,135 | 39.94% | Q4 2025 | Feb 17, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 7,470 | 823 | 0.03% | 0.03% | 619 | +1,027 | 15.94% | Q4 2025 | Feb 17, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | New | 7,450 | 820 | 0.07% | — | 620 | +7,450 | New | Q4 2025 | Jan 30, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 7,412 | 816 | 0.03% | 0.03% | 621 | -880 | -10.61% | Q4 2025 | Feb 12, 2026 |
| Mount Lucas Management LP | History | Added to | 7,412 | 816 | 0.33% | 0.33% | 622 | +179 | 2.47% | Q4 2025 | Feb 05, 2026 |
| City State Bank | History | No change | 7,410 | 816 | 0.22% | 0.24% | 623 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | Reduced | 7,335 | 808 | 0.5% | 0.53% | 624 | -75 | -1.01% | Q4 2025 | Feb 13, 2026 |
| WHITE PINE CAPITAL LLC | History | Added to | 7,306 | 804 | 0.22% | 0.21% | 625 | +754 | 11.51% | Q4 2025 | Feb 09, 2026 |
| Garner Asset Management Corp | History | New | 7,225 | 796 | 0.31% | — | 626 | +7,225 | New | Q4 2025 | Feb 03, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 7,183 | 795 | 0.21% | 0.11% | 627 | +3,628 | 102.05% | Q4 2025 | Jan 26, 2026 |
| Cane Capital Partners, LLC | History | New | 7,211 | 794 | 0.31% | — | 628 | +7,211 | New | Q4 2025 | Jan 21, 2026 |
| INVESTMENT HOUSE LLC | History | No change | 7,165 | 789 | 0.04% | 0.04% | 629 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| City Center Advisors, LLC | History | Added to | 7,156 | 788 | 0.73% | 0.67% | 630 | +1,014 | 16.51% | Q4 2025 | Jan 05, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 7,100 | 782 | 0.11% | 0.09% | 631 | +1,497 | 26.72% | Q4 2025 | Feb 12, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 7,078 | 779 | 0.25% | 0.24% | 632 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 7,057 | 777 | 0.17% | 0.14% | 633 | +1,748 | 32.93% | Q4 2025 | Jan 12, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 7,040 | 775 | 0.05% | 0.05% | 634 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 7,019 | 773 | 0.04% | 0.04% | 635 | +1,358 | 23.99% | Q4 2025 | Jan 12, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 6,963 | 767 | 0.12% | 0.12% | 636 | -28 | -0.4% | Q4 2025 | Jan 08, 2026 |
| Solstein Capital, LLC | History | Added to | 6,937 | 764 | 0.31% | 0.13% | 637 | +1,800 | 35.04% | Q4 2025 | Feb 13, 2026 |
| VestGen Advisors, LLC | History | Added to | 6,842 | 753 | 0.03% | 0.01% | 638 | +3,237 | 89.79% | Q4 2025 | Feb 17, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 6,776 | 746 | 0.04% | 0.06% | 639 | -1,589 | -19.0% | Q4 2025 | Jan 28, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 6,762 | 745 | 0.06% | 0.07% | 640 | -207 | -2.97% | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 6,743 | 742 | 0.0% | — | 641 | +6,743 | New | Q4 2025 | Feb 05, 2026 |
| Clarendon Private LLC | History | Reduced | 6,685 | 736 | 0.62% | 0.72% | 642 | -465 | -6.5% | Q4 2025 | Feb 05, 2026 |
| Sharper & Granite LLC | History | Added to | 6,615 | 728 | 0.26% | 0.24% | 643 | +707 | 11.97% | Q4 2025 | Jan 27, 2026 |
| Omega Financial Group, LLC | History | Added to | 6,572 | 724 | 0.24% | 0.24% | 644 | +19 | 0.29% | Q4 2025 | Jan 28, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | Reduced | 6,511 | 717 | 0.68% | 0.79% | 646 | -679 | -9.44% | Q4 2025 | Feb 04, 2026 |
| Rockingstone Advisors LLC | History | Added to | 6,516 | 717 | 0.33% | 0.34% | 645 | +293 | 4.71% | Q4 2025 | Jan 28, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 6,397 | 704 | 0.16% | 0.21% | 647 | -899 | -12.32% | Q4 2025 | Feb 09, 2026 |
| Wayfinding Financial, LLC | History | Reduced | 6,380 | 703 | 0.3% | 4.26% | 648 | -82,289 | -92.8% | Q4 2025 | Feb 12, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 6,371 | 702 | 0.03% | 0.04% | 649 | -2,179 | -25.49% | Q4 2025 | Feb 17, 2026 |
| International Private Wealth Advisors LLC | History | Reduced | 6,328 | 697 | 0.44% | 0.45% | 650 | -42 | -0.66% | Q4 2025 | Jan 14, 2026 |
| 10Elms LLP | History | Added to | 6,306 | 694 | 0.64% | 0.62% | 651 | +120 | 1.94% | Q4 2025 | Feb 13, 2026 |
| PW Nova Financial Services LLC | History | New | 6,249 | 688 | 0.26% | — | 653 | +6,249 | New | Q4 2025 | Apr 09, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 6,244 | 688 | 0.2% | 0.21% | 652 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 6,201 | 683 | 0.04% | 0.05% | 654 | -28 | -0.45% | Q4 2025 | Jan 23, 2026 |
| Everstar Asset Management, LLC | History | Reduced | 6,227 | 682 | 0.37% | 0.4% | 655 | -148 | -2.32% | Q4 2025 | Feb 05, 2026 |
| Arkadios Wealth Advisors | History | Added to | 6,172 | 680 | 0.01% | 0.02% | 657 | +451 | 7.88% | Q4 2025 | Feb 13, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 6,179 | 680 | 0.01% | 0.01% | 656 | +417 | 7.24% | Q4 2025 | Feb 03, 2026 |
| Gouws Capital LLC | History | No change | 6,178 | 680 | 0.36% | 0.38% | 658 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 6,158 | 678 | 0.02% | 0.03% | 659 | -561 | -8.35% | Q4 2025 | Feb 13, 2026 |
| Lewis Asset Management, LLC | History | Added to | 6,162 | 678 | 0.28% | 0.27% | 660 | +210 | 3.53% | Q4 2025 | Jan 15, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 6,139 | 676 | 0.07% | 0.07% | 662 | -304 | -4.72% | Q4 2025 | Jan 26, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 6,136 | 676 | 0.08% | 0.08% | 661 | +176 | 2.95% | Q4 2025 | Feb 17, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 6,120 | 674 | 0.01% | 0.01% | 663 | -286 | -4.46% | Q4 2025 | Feb 05, 2026 |
| Fairscale Capital, LLC | History | No change | 6,116 | 673 | 0.45% | 0.47% | 664 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Reduced | 6,071 | 668 | 0.1% | 0.11% | 665 | -295 | -4.63% | Q4 2025 | Jan 23, 2026 |
| HB Wealth Management, LLC | History | Reduced | 6,040 | 665 | 0.0% | 0.01% | 666 | -1,459 | -19.46% | Q4 2025 | Jan 28, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Added to | 6,018 | 663 | 0.0% | 0.0% | 667 | +3,352 | 125.73% | Q4 2025 | Feb 17, 2026 |
| Midwestern Financial, LLC /IA | History | Added to | 6,020 | 663 | 0.55% | 0.52% | 668 | +609 | 11.25% | Q4 2025 | Feb 06, 2026 |
| Kaizen Financial Strategies | History | Reduced | 6,014 | 662 | 0.29% | 0.31% | 669 | -189 | -3.05% | Q4 2025 | Jan 21, 2026 |
| RAMSEY QUANTITATIVE SYSTEMS | History | New | 6,000 | 661 | 0.6% | — | 670 | +6,000 | New | Q4 2025 | Jan 13, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 5,955 | 656 | 0.06% | 0.06% | 671 | -84 | -1.39% | Q4 2025 | Jan 29, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | Added to | 5,956 | 656 | 0.22% | 0.22% | 672 | +17 | 0.29% | Q4 2025 | Jan 29, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 5,916 | 651 | 0.01% | 0.01% | 673 | +1,484 | 33.48% | Q4 2025 | Feb 12, 2026 |
| IPG Investment Advisors LLC | History | Added to | 5,914 | 651 | 0.11% | 0.11% | 674 | +319 | 5.7% | Q4 2025 | Feb 09, 2026 |
| WAYSTONE ADVISORS LLC | History | New | 5,896 | 649 | 0.56% | — | 675 | +5,896 | New | Q4 2025 | Feb 09, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 5,882 | 648 | 0.56% | — | 676 | +5,882 | New | Q4 2025 | Feb 10, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 5,880 | 647 | 0.14% | 0.25% | 677 | -3,778 | -39.12% | Q4 2025 | Feb 02, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 5,864 | 646 | 0.13% | 0.15% | 678 | -35 | -0.59% | Q4 2025 | Jan 23, 2026 |
| SlateStone Wealth, LLC | History | New | 5,840 | 644 | 0.05% | — | 679 | +5,840 | New | Q4 2025 | Feb 11, 2026 |
| Krilogy Financial LLC | History | New | 5,789 | 642 | 0.02% | — | 681 | +5,789 | New | Q4 2025 | Jan 27, 2026 |
| Ledyard National Bank | History | Reduced | 5,832 | 642 | 0.06% | 0.06% | 680 | -300 | -4.89% | Q4 2025 | Jan 21, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 5,807 | 639 | 0.01% | 0.01% | 682 | -3,746 | -39.21% | Q4 2025 | Feb 11, 2026 |
| DELTA FINANCIAL ADVISORS LLC | History | Added to | 5,750 | 633 | 0.16% | 0.17% | 683 | +225 | 4.07% | Q4 2025 | Feb 06, 2026 |
| GK Wealth Management LLC | History | Reduced | 5,694 | 627 | 0.42% | 0.47% | 684 | -91 | -1.57% | Q4 2025 | Jan 05, 2026 |
| Parallel Advisors, LLC | History | Added to | 5,652 | 622 | 0.01% | 0.01% | 685 | +779 | 15.99% | Q4 2025 | Feb 11, 2026 |
| Premier Path Wealth Partners, LLC | History | Added to | 5,645 | 621 | 0.08% | 0.03% | 687 | +3,424 | 154.16% | Q4 2025 | Jan 22, 2026 |
| Adaptive Financial Consulting, LLC | History | Reduced | 5,638 | 621 | 0.24% | 0.25% | 686 | -9 | -0.16% | Q4 2025 | Feb 11, 2026 |
| Savant Capital, LLC | History | Reduced | 5,583 | 615 | 0.0% | 0.0% | 688 | -440 | -7.31% | Q4 2025 | Feb 10, 2026 |
| Hudson Portfolio Management LLC | History | Added to | 5,587 | 615 | 0.53% | 0.51% | 689 | +380 | 7.3% | Q4 2025 | Feb 13, 2026 |
| Arlington Capital Management, Inc. | History | Reduced | 5,578 | 614 | 0.38% | 0.42% | 690 | -273 | -4.67% | Q4 2025 | Jan 06, 2026 |
| Saiph Capital, LLC | History | Added to | 5,558 | 612 | 0.22% | 0.21% | 691 | +259 | 4.89% | Q4 2025 | Feb 12, 2026 |
| Hyundai Investments Co., Ltd. | History | New | 5,488 | 607 | 0.59% | — | 692 | +5,488 | New | Q4 2025 | Feb 17, 2026 |
| Independent Family Office, LLC | History | No change | 5,500 | 606 | 0.25% | 0.26% | 693 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 5,443 | 602 | 0.21% | 0.32% | 694 | -3,376 | -38.28% | Q4 2025 | Jan 09, 2026 |
| RDA Financial Network | History | Reduced | 5,458 | 601 | 0.14% | 0.19% | 695 | -1,521 | -21.79% | Q4 2025 | Jan 06, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | Added to | 5,443 | 599 | 0.05% | 0.02% | 696 | +3,043 | 126.79% | Q4 2025 | Feb 09, 2026 |
| Berger Financial Group, Inc | History | Added to | 5,425 | 597 | 0.03% | 0.03% | 697 | +438 | 8.78% | Q4 2025 | Jan 27, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 5,405 | 595 | 0.07% | 0.07% | 698 | -173 | -3.1% | Q4 2025 | Jan 20, 2026 |
| Heritage Trust Co | History | No change | 5,386 | 593 | 0.06% | 0.06% | 699 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 5,310 | 585 | 0.3% | 0.27% | 700 | -1,167 | -18.02% | Q4 2025 | Feb 18, 2026 |
| ALESCO ADVISORS LLC | History | No change | 5,300 | 584 | 0.02% | 0.02% | 701 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Guardian Partners Inc. | History | Added to | 5,306 | 582 | 0.05% | 0.03% | 702 | +2,299 | 76.45% | Q4 2025 | Feb 17, 2026 |
| McAdam, LLC | History | Added to | 5,272 | 580 | 0.03% | 0.03% | 703 | +681 | 14.83% | Q4 2025 | Feb 13, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 5,222 | 575 | 0.0% | 0.0% | 704 | -457 | -8.05% | Q4 2025 | Jan 23, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 5,175 | 570 | 0.0% | 0.0% | 705 | +3,032 | 141.48% | Q4 2025 | Feb 10, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | Added to | 5,178 | 570 | 0.04% | 0.03% | 706 | +265 | 5.39% | Q4 2025 | Jan 21, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 5,166 | 569 | 0.01% | 0.01% | 707 | +1,302 | 33.7% | Q4 2025 | Jan 23, 2026 |
| M3 Advisory Group, LLC | History | Added to | 5,020 | 553 | 0.34% | 0.35% | 708 | +27 | 0.54% | Q4 2025 | Jan 16, 2026 |
| Neumann Capital Management, LLC | History | Added to | 4,998 | 550 | 0.16% | 0.16% | 709 | +150 | 3.09% | Q4 2025 | Jan 14, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | No change | 5,000 | 550 | 0.33% | 0.32% | 710 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| OneAscent Financial Services LLC | History | New | 4,942 | 544 | 0.05% | — | 712 | +4,942 | New | Q4 2025 | Feb 11, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 4,940 | 544 | 0.14% | 0.15% | 711 | -7 | -0.14% | Q4 2025 | Feb 06, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 4,932 | 543 | 0.03% | 0.03% | 713 | -741 | -13.06% | Q4 2025 | Jan 30, 2026 |
| OxenFree Capital LLC | History | Added to | 4,854 | 534 | 0.28% | 0.19% | 715 | +1,753 | 56.53% | Q4 2025 | Jan 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 32,635 | 534 | 0.01% | 0.01% | 714 | +158 | 0.49% | Q4 2025 | Feb 09, 2026 |
| GLOBALT Investments LLC / GA | History | Reduced | 4,840 | 533 | 0.02% | 0.02% | 716 | -163 | -3.26% | Q4 2025 | Feb 06, 2026 |
| Triumph Capital Management | History | Added to | 4,825 | 531 | 0.11% | 0.13% | 717 | +627 | 14.94% | Q4 2025 | Feb 12, 2026 |
| BANQUE PICTET & CIE SA | History | Reduced | 4,788 | 527 | 0.0% | 0.0% | 718 | -1,895 | -28.36% | Q4 2025 | Jan 16, 2026 |
| Curat Global, LLC | History | Added to | 4,779 | 526 | 0.58% | 0.4% | 719 | +990 | 26.13% | Q4 2025 | Feb 06, 2026 |
| Independent Advisor Alliance | History | Added to | 4,753 | 523 | 0.01% | 0.01% | 720 | +286 | 6.4% | Q4 2025 | Feb 04, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 4,743 | 522 | 0.05% | 0.09% | 721 | -2,656 | -35.9% | Q4 2025 | Feb 06, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 4,706 | 518 | 0.02% | 0.04% | 722 | -3,670 | -43.82% | Q4 2025 | Jan 26, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 4,680 | 515 | 0.08% | 4.29% | 723 | -525,666 | -99.12% | Q4 2025 | Feb 18, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Added to | 4,660 | 513 | 0.23% | 0.22% | 724 | +558 | 13.6% | Q4 2025 | Jan 16, 2026 |
| High Falls Advisors, Inc | History | Reduced | 4,624 | 509 | 0.1% | 0.13% | 725 | -1,067 | -18.75% | Q4 2025 | Feb 18, 2026 |
| GRANVILLE CAPITAL, INC. | History | New | 4,611 | 508 | 0.27% | — | 726 | +4,611 | New | Q4 2025 | Feb 13, 2026 |
| EASTERN BANK | History | Added to | 4,544 | 500 | 0.01% | 0.01% | 727 | +344 | 8.19% | Q4 2025 | Jan 14, 2026 |
| Canvas Wealth Advisors, LLC | History | No change | 4,545 | 500 | 0.08% | 0.09% | 728 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Oxbow Advisors, LLC | History | Added to | 4,511 | 497 | 0.04% | 0.03% | 729 | +1,286 | 39.88% | Q4 2025 | Feb 04, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 4,461 | 491 | 0.05% | 0.05% | 730 | +1 | 0.02% | Q4 2025 | Feb 13, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 4,451 | 490 | 0.06% | 0.06% | 732 | +1,069 | 31.61% | Q4 2025 | Feb 13, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Reduced | 4,453 | 490 | 0.26% | 0.27% | 731 | -288 | -6.07% | Q4 2025 | Jan 23, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 4,420 | 487 | 0.0% | 0.0% | 733 | -3,478 | -44.04% | Q4 2025 | Feb 13, 2026 |
| Summa Corp. | History | Reduced | 4,425 | 487 | 0.21% | 0.31% | 734 | -2,000 | -31.13% | Q4 2025 | Jan 21, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 4,393 | 484 | 0.01% | 0.01% | 735 | -15 | -0.34% | Q4 2025 | Jan 21, 2026 |
| Hudock, Inc. | History | Reduced | 4,385 | 483 | 0.07% | 0.08% | 736 | -67 | -1.5% | Q4 2025 | Feb 12, 2026 |
| INVESTED ADVISORS | History | Added to | 4,382 | 482 | 0.5% | 0.5% | 738 | +1,118 | 34.25% | Q4 2025 | Jan 26, 2026 |
| Kelly Financial Services LLC | History | Added to | 4,376 | 482 | 0.12% | 0.13% | 737 | +23 | 0.53% | Q4 2025 | Jan 13, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 4,356 | 479 | 0.13% | 0.13% | 739 | +18 | 0.41% | Q4 2025 | Jan 16, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 4,311 | 477 | 0.02% | 0.02% | 740 | +810 | 23.14% | Q4 2025 | Feb 03, 2026 |
| Haverford Trust Co | History | Reduced | 4,321 | 476 | 0.0% | 0.0% | 741 | -98 | -2.22% | Q4 2025 | Feb 13, 2026 |
| Independence Bank of Kentucky | History | No change | 4,323 | 476 | 0.06% | 0.06% | 742 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Sound Income Strategies, LLC | History | Added to | 4,282 | 473 | 0.02% | 0.01% | 743 | +2,246 | 110.31% | Q4 2025 | Jan 21, 2026 |
| Three Seasons Wealth, LLC | History | New | 4,251 | 468 | 0.04% | — | 744 | +4,251 | New | Q4 2025 | Jan 15, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 4,229 | 465 | 0.03% | 0.04% | 745 | -1,599 | -27.44% | Q4 2025 | Feb 20, 2026 |
| Vident Advisory, LLC | History | Added to | 4,200 | 462 | 0.0% | 0.0% | 746 | +2,100 | 100.0% | Q4 2025 | Feb 18, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | No change | 4,172 | 459 | 0.18% | 0.18% | 747 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ABLE Financial Group, LLC | History | Added to | 4,157 | 458 | 0.09% | 0.09% | 748 | +298 | 7.72% | Q4 2025 | Jan 23, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 4,120 | 453 | 0.25% | 0.3% | 749 | -508 | -10.98% | Q4 2025 | Jan 30, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 4,100 | 451 | 0.07% | 0.12% | 750 | -1,895 | -31.61% | Q4 2025 | Jan 26, 2026 |
| Proficio Capital Partners LLC | History | No change | 4,086 | 450 | 0.03% | 0.03% | 751 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 4,070 | 448 | 0.02% | 0.02% | 752 | -862 | -17.48% | Q4 2025 | Feb 02, 2026 |
| PFG Advisors | History | Reduced | 4,033 | 444 | 0.02% | 0.06% | 753 | -8,366 | -67.47% | Q4 2025 | Jan 27, 2026 |
| Independent Wealth Network Inc. | History | Added to | 4,012 | 442 | 0.14% | 0.14% | 754 | +206 | 5.41% | Q4 2025 | Jan 26, 2026 |
| VISION FINANCIAL MARKETS LLC | History | Reduced | 4,000 | 440 | 0.45% | 0.48% | 755 | -1,000 | -20.0% | Q4 2025 | Jan 22, 2026 |
| Fort Point Capital Partners LLC | History | Added to | 3,959 | 439 | 0.05% | 0.05% | 756 | +465 | 13.31% | Q4 2025 | Feb 13, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Reduced | 3,991 | 439 | 0.15% | 0.15% | 757 | -45 | -1.11% | Q4 2025 | Feb 06, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Added to | 3,973 | 437 | 0.2% | 0.21% | 758 | +8 | 0.2% | Q4 2025 | Jan 26, 2026 |
| Etesian Wealth Advisors, Inc. | History | Reduced | 3,957 | 436 | 0.14% | 0.21% | 759 | -1,695 | -29.99% | Q4 2025 | Feb 11, 2026 |
| Peregrine Asset Advisers, Inc. | History | Reduced | 3,950 | 435 | 0.12% | 0.14% | 760 | -324 | -7.58% | Q4 2025 | Feb 02, 2026 |
| Planned Solutions, Inc. | History | No change | 3,942 | 434 | 0.14% | 0.15% | 761 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Graetz Wealth LLC | History | New | 3,905 | 430 | 0.39% | — | 762 | +3,905 | New | Q4 2025 | Feb 12, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 3,898 | 429 | 0.01% | 0.01% | 763 | +251 | 6.88% | Q4 2025 | Feb 05, 2026 |
| SG Americas Securities, LLC | History | Reduced | 3,859 | 425 | 0.0% | 0.22% | 764 | -585,210 | -99.34% | Q4 2025 | Jan 09, 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | History | Added to | 3,850 | 424 | 0.13% | 0.13% | 765 | +57 | 1.5% | Q4 2025 | Feb 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 3,846 | 423 | 0.01% | 0.01% | 766 | -66 | -1.69% | Q4 2025 | Feb 09, 2026 |
| Composition Wealth, LLC | History | Added to | 3,838 | 422 | 0.01% | 0.0% | 767 | +859 | 28.84% | Q4 2025 | Feb 02, 2026 |
| Perfromance Wealth Partners, LLC | History | Reduced | 3,834 | 422 | 0.01% | 0.01% | 768 | -90 | -2.29% | Q4 2025 | Jan 21, 2026 |
| Investments & Financial Planning, LLC | History | Reduced | 3,817 | 420 | 0.23% | 0.26% | 770 | -499 | -11.56% | Q4 2025 | Feb 23, 2026 |
| HCR Wealth Advisors | History | Reduced | 3,812 | 420 | 0.04% | 0.05% | 769 | -227 | -5.62% | Q4 2025 | Jan 27, 2026 |
| NORDEN GROUP LLC | History | Reduced | 3,813 | 420 | 0.04% | 0.04% | 771 | -3 | -0.08% | Q4 2025 | Jan 13, 2026 |
| Weaver Consulting Group | History | No change | 3,808 | 419 | 0.1% | 0.11% | 772 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 3,797 | 418 | 0.03% | 0.03% | 773 | +365 | 10.64% | Q4 2025 | Jan 23, 2026 |
| Csenge Advisory Group | History | Added to | 3,776 | 416 | 0.02% | 0.02% | 774 | +14 | 0.37% | Q4 2025 | Feb 06, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 2,363 | 415 | 0.13% | 0.16% | 775 | -14 | -0.59% | Q4 2025 | Jan 22, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 3,762 | 414 | 0.0% | 0.0% | 776 | +265 | 7.58% | Q4 2025 | Feb 13, 2026 |
| Legacy Edge Advisors, LLC | History | New | 3,745 | 412 | 0.05% | — | 778 | +3,745 | New | Q4 2025 | Feb 02, 2026 |
| Cottage Street Advisors LLC | History | Added to | 3,740 | 412 | 0.17% | 0.17% | 777 | +51 | 1.38% | Q4 2025 | Jan 26, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 3,709 | 408 | 0.25% | 0.22% | 779 | +939 | 33.9% | Q4 2025 | Jan 29, 2026 |
| MSH Capital Advisors LLC | History | Added to | 3,644 | 401 | 0.09% | 0.09% | 780 | +661 | 22.16% | Q4 2025 | Feb 09, 2026 |
| Midwest Trust Co | History | Reduced | 3,598 | 396 | 0.0% | 0.01% | 781 | -165 | -4.38% | Q4 2025 | Feb 04, 2026 |
| Caldwell Trust Co | History | No change | 3,601 | 396 | 0.04% | 0.04% | 782 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SimpliFi, Inc. | History | Reduced | 3,533 | 389 | 0.16% | 0.18% | 783 | -341 | -8.8% | Q4 2025 | Jan 23, 2026 |
| Palouse Capital Management, Inc. | History | Reduced | 3,515 | 387 | 0.25% | 0.28% | 784 | -507 | -12.61% | Q4 2025 | Jan 23, 2026 |
| LongView Wealth Management | History | New | 3,494 | 386 | 0.09% | — | 785 | +3,494 | New | Q4 2025 | Jan 13, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Added to | 3,499 | 385 | 0.0% | 0.0% | 786 | +736 | 26.64% | Q4 2025 | Feb 03, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 3,444 | 379 | 0.11% | 0.18% | 787 | -1,867 | -35.15% | Q4 2025 | Feb 09, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 3,411 | 375 | 0.06% | 0.07% | 788 | -483 | -12.4% | Q4 2025 | Jan 27, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | New | 3,400 | 374 | 0.19% | — | 789 | +3,400 | New | Q4 2025 | Feb 13, 2026 |
| Mezzasalma Advisors, LLC | History | No change | 3,386 | 373 | 0.09% | 0.1% | 790 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| J. Derek Lewis & Associates Inc. | History | New | 3,342 | 368 | 0.09% | — | 791 | +3,342 | New | Q4 2025 | Mar 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 3,311 | 364 | 0.02% | 0.03% | 792 | +395 | 13.55% | Q4 2025 | Feb 03, 2026 |
| Miller Capital Partners, Inc. | History | New | 3,270 | 360 | 0.18% | — | 794 | +3,270 | New | Q4 2025 | Feb 17, 2026 |
| ProVise Management Group, LLC | History | No change | 3,272 | 360 | 0.03% | 0.03% | 793 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Synergy Asset Management, LLC | History | Added to | 3,265 | 359 | 0.04% | 0.01% | 795 | +1,390 | 74.13% | Q4 2025 | Jan 13, 2026 |
| Peak Financial Management, Inc. | History | Reduced | 3,255 | 358 | 0.09% | 0.11% | 797 | -519 | -13.75% | Q4 2025 | Jan 23, 2026 |
| Dorsey Wright & Associates | History | Reduced | 3,248 | 358 | 0.08% | 0.09% | 796 | -321 | -8.99% | Q4 2025 | Feb 20, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 3,223 | 355 | 0.0% | 0.0% | 798 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Claro Advisors Inc. | History | Reduced | 3,204 | 353 | 0.05% | 0.07% | 799 | -991 | -23.62% | Q4 2025 | Feb 17, 2026 |
| Two West Capital Advisors LLC | History | Reduced | 3,201 | 352 | 0.2% | 0.34% | 800 | -1,862 | -36.78% | Q4 2025 | Jan 13, 2026 |
| Quotient Wealth Partners, LLC | History | New | 3,180 | 350 | 0.01% | — | 802 | +3,180 | New | Q4 2025 | Jan 22, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 3,183 | 350 | 0.08% | 0.08% | 801 | -80 | -2.45% | Q4 2025 | Feb 17, 2026 |
| Argent Trust Co | History | No change | 3,168 | 349 | 0.01% | 0.01% | 803 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 3,133 | 345 | 0.01% | 0.01% | 804 | +189 | 6.42% | Q4 2025 | Feb 05, 2026 |
| EP Wealth Advisors, LLC | History | New | 3,123 | 344 | 0.0% | — | 805 | +3,123 | New | Q4 2025 | Feb 18, 2026 |
| Constant Guidance Financial LLC | History | Reduced | 3,110 | 342 | 0.24% | 1.0% | 806 | -8,080 | -72.21% | Q4 2025 | Feb 10, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 3,095 | 341 | 0.01% | 0.14% | 807 | -58,679 | -94.99% | Q4 2025 | Feb 17, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 3,077 | 339 | 0.06% | — | 808 | +3,077 | New | Q4 2025 | Feb 18, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 3,073 | 338 | 0.01% | 0.01% | 809 | +395 | 14.75% | Q4 2025 | Jan 14, 2026 |
| CVA Family Office, LLC | History | Reduced | 3,048 | 335 | 0.04% | 0.04% | 810 | -15 | -0.49% | Q4 2025 | Jan 12, 2026 |
| Oxinas Partners, LLC | History | Reduced | 3,040 | 334 | 0.16% | 0.18% | 811 | -16 | -0.52% | Q4 2025 | Jan 26, 2026 |
| RPg Family Wealth Advisory, LLC | History | Added to | 3,029 | 333 | 0.07% | 0.07% | 812 | +31 | 1.03% | Q4 2025 | Feb 13, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 2,998 | 330 | 0.05% | 0.06% | 814 | -291 | -8.85% | Q4 2025 | Jan 22, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 2,989 | 330 | 0.02% | 0.03% | 813 | -106 | -3.42% | Q4 2025 | Jan 15, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 2,983 | 328 | 0.14% | 0.14% | 816 | +23 | 0.78% | Q4 2025 | Jan 22, 2026 |
| TSA Wealth Managment LLC | History | No change | 2,977 | 328 | 0.11% | 0.11% | 815 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Berkshire Money Management, Inc. | History | New | 2,973 | 327 | 0.03% | — | 817 | +2,973 | New | Q4 2025 | Jan 27, 2026 |
| Meadow Creek Wealth Advisors LLC | History | Reduced | 2,954 | 325 | 0.21% | 0.24% | 818 | -308 | -9.44% | Q4 2025 | Jan 28, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Added to | 2,936 | 323 | 0.02% | 0.02% | 819 | +5 | 0.17% | Q4 2025 | Jan 26, 2026 |
| NWF Advisory Services Inc. | History | Added to | 2,932 | 323 | 0.04% | 0.04% | 820 | +5 | 0.17% | Q4 2025 | Mar 03, 2026 |
| Larson Financial Group LLC | History | Added to | 2,866 | 315 | 0.01% | 0.01% | 821 | +288 | 11.17% | Q4 2025 | Feb 06, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 2,846 | 313 | 0.11% | 0.12% | 822 | -25 | -0.87% | Q4 2025 | Feb 04, 2026 |
| Bison Wealth, LLC | History | New | 2,898 | 312 | 0.04% | — | 823 | +2,898 | New | Q4 2025 | Mar 24, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 2,834 | 312 | 0.03% | 0.04% | 824 | -665 | -19.01% | Q4 2025 | Jan 28, 2026 |
| Reliant Investment Partners, LLC | History | Added to | 2,838 | 312 | 0.24% | 0.22% | 825 | +343 | 13.75% | Q4 2025 | Feb 06, 2026 |
| Prostatis Group LLC | History | Reduced | 2,825 | 311 | 0.07% | 0.09% | 826 | -226 | -7.41% | Q4 2025 | Feb 17, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 2,816 | 310 | 0.01% | 0.02% | 828 | -2,716 | -49.1% | Q4 2025 | Jan 12, 2026 |
| Resurgent Financial Advisors LLC | History | Reduced | 2,821 | 310 | 0.16% | 0.19% | 827 | -709 | -20.08% | Q4 2025 | Feb 12, 2026 |
| Genesis Financial Group, LLC | History | New | 2,806 | 309 | 0.18% | — | 829 | +2,806 | New | Q4 2025 | Jan 16, 2026 |
| Redwood Investment Management, LLC | History | Reduced | 2,793 | 308 | 0.03% | 0.04% | 830 | -358 | -11.36% | Q4 2025 | Feb 17, 2026 |
| Winthrop Advisory Group LLC | History | Reduced | 2,792 | 307 | 0.03% | 0.03% | 831 | -454 | -13.99% | Q4 2025 | Jan 21, 2026 |
| ARS Wealth Advisors Group, LLC | History | Reduced | 2,781 | 306 | 0.03% | 0.03% | 832 | -79 | -2.76% | Q4 2025 | Jan 12, 2026 |
| Advisory Alpha, LLC | History | Added to | 2,759 | 304 | 0.01% | 0.01% | 834 | +320 | 13.12% | Q4 2025 | Feb 06, 2026 |
| WESPAC Advisors, LLC | History | Added to | 2,759 | 304 | 0.16% | 0.16% | 833 | +259 | 10.36% | Q4 2025 | Jan 14, 2026 |
| CNB Bank | History | Added to | 2,757 | 303 | 0.12% | 0.09% | 835 | +890 | 47.67% | Q4 2025 | Feb 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,746 | 302 | 0.01% | 0.01% | 836 | +1,144 | 71.41% | Q4 2025 | Feb 06, 2026 |
| Fortis Advisors, LLC | History | Added to | 2,738 | 301 | 0.16% | 0.14% | 837 | +445 | 19.41% | Q4 2025 | Feb 10, 2026 |
| BHK Investment Advisors, LLC | History | Reduced | 2,727 | 300 | 0.1% | 0.11% | 838 | -28 | -1.02% | Q4 2025 | Feb 03, 2026 |
| Elevated Financial Group LLC | History | New | 2,708 | 298 | 0.1% | — | 839 | +2,708 | New | Q4 2025 | Jan 29, 2026 |
| Trek Financial, LLC | History | Reduced | 2,681 | 295 | 0.02% | 0.03% | 841 | -2,383 | -47.06% | Q4 2025 | Feb 04, 2026 |
| Evercore Wealth Management, LLC | History | Added to | 2,682 | 295 | 0.0% | 0.0% | 840 | +56 | 2.13% | Q4 2025 | Feb 17, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | New | 2,663 | 293 | 0.14% | — | 844 | +2,663 | New | Q4 2025 | Feb 17, 2026 |
| Operose Advisors LLC | History | Added to | 2,660 | 293 | 0.07% | 0.05% | 843 | +983 | 58.62% | Q4 2025 | Feb 10, 2026 |
| DAVENPORT & Co LLC | History | Added to | 2,662 | 293 | 0.0% | 0.0% | 842 | +385 | 16.91% | Q4 2025 | Jan 12, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 2,653 | 292 | 0.11% | 0.12% | 845 | -130 | -4.67% | Q4 2025 | Jan 13, 2026 |
| WEALTH EFFECTS LLC | History | Added to | 2,658 | 292 | 0.09% | 0.09% | 846 | +20 | 0.76% | Q4 2025 | Jan 26, 2026 |
| Quantinno Capital Management LP | History | New | 2,631 | 290 | 0.0% | — | 847 | +2,631 | New | Q4 2025 | Feb 17, 2026 |
| Western Wealth Management, LLC | History | Added to | 2,620 | 288 | 0.01% | 0.01% | 849 | +349 | 15.37% | Q4 2025 | Feb 05, 2026 |
| Sandhill Capital Partners LLC | History | Added to | 2,621 | 288 | 0.02% | 0.02% | 848 | +204 | 8.44% | Q4 2025 | Feb 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 2,618 | 288 | 0.0% | 0.0% | 850 | -19 | -0.72% | Q4 2025 | Feb 12, 2026 |
| United Asset Strategies, Inc. | History | Added to | 2,613 | 287 | 0.02% | 0.02% | 851 | +137 | 5.53% | Q4 2025 | Jan 28, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 2,600 | 286 | 0.02% | 0.02% | 852 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Reduced | 2,593 | 285 | 0.15% | 0.17% | 853 | -78 | -2.92% | Q4 2025 | Feb 18, 2026 |
| FreeGulliver LLC | History | No change | 2,560 | 282 | 0.1% | 0.13% | 854 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Zhang Financial LLC | History | New | 2,546 | 280 | 0.01% | — | 855 | +2,546 | New | Q4 2025 | Feb 10, 2026 |
| National Wealth Management Group, LLC | History | New | 2,511 | 276 | 0.1% | — | 857 | +2,511 | New | Q4 2025 | Jan 12, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 2,509 | 276 | 0.04% | 0.05% | 856 | -141 | -5.32% | Q4 2025 | Jan 23, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 2,469 | 272 | 0.01% | 0.04% | 858 | -3,521 | -58.78% | Q4 2025 | Jan 13, 2026 |
| Amicus Financial Advisors, LLC | History | New | 2,462 | 271 | 0.08% | — | 860 | +2,462 | New | Q4 2025 | Mar 02, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 2,465 | 271 | 0.0% | 0.0% | 859 | +50 | 2.07% | Q4 2025 | Feb 06, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 2,437 | 268 | 0.02% | 0.03% | 861 | -914 | -27.28% | Q4 2025 | Jan 21, 2026 |
| Shared Vision Wealth Group LLC | History | Reduced | 2,400 | 266 | 0.11% | 0.16% | 863 | -954 | -28.44% | Q4 2025 | Feb 11, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | No change | 2,416 | 266 | 0.04% | 0.04% | 862 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PFG Investments, LLC | History | Reduced | 2,406 | 265 | 0.01% | 0.01% | 865 | -22 | -0.91% | Q4 2025 | Jan 26, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 2,399 | 265 | 0.02% | 0.02% | 864 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 2,384 | 262 | 0.05% | 0.06% | 867 | -653 | -21.5% | Q4 2025 | Jan 27, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 2,379 | 262 | 0.02% | 0.02% | 866 | -158 | -6.23% | Q4 2025 | Feb 13, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 2,368 | 260 | 0.0% | — | 870 | +2,368 | New | Q4 2025 | Feb 13, 2026 |
| Camarda Financial Advisors, LLC | History | Reduced | 2,362 | 260 | 0.1% | 0.12% | 868 | -475 | -16.74% | Q4 2025 | Feb 17, 2026 |
| Pioneer Wealth Management Group | History | Reduced | 2,360 | 260 | 0.08% | 0.09% | 869 | -47 | -1.95% | Q4 2025 | Jan 12, 2026 |
| Wick Capital Partners, LLC | History | No change | 2,353 | 259 | 0.05% | 0.06% | 871 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| American Trust | History | Added to | 2,344 | 258 | 0.02% | 0.02% | 872 | +20 | 0.86% | Q4 2025 | Feb 17, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 2,335 | 257 | 0.07% | 0.08% | 873 | -247 | -9.57% | Q4 2025 | Feb 06, 2026 |
| TPG Advisors LLC | History | Added to | 2,325 | 256 | 0.16% | 0.16% | 874 | +75 | 3.33% | Q4 2025 | Jan 21, 2026 |
| Portside Wealth Group, LLC | History | Reduced | 2,319 | 255 | 0.03% | 0.05% | 875 | -841 | -26.61% | Q4 2025 | Jan 21, 2026 |
| Tidal Investments LLC | History | Reduced | 2,312 | 254 | 0.0% | 0.0% | 877 | -263 | -10.21% | Q4 2025 | Feb 13, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | No change | 2,308 | 254 | 0.06% | 0.06% | 876 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 2,280 | 251 | 0.01% | 0.01% | 878 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Risk Paradigm Group, LLC | History | New | 2,264 | 249 | 0.24% | — | 879 | +2,264 | New | Q4 2025 | Feb 17, 2026 |
| Breakwater Capital Group | History | Added to | 2,243 | 247 | 0.03% | 0.04% | 880 | +73 | 3.36% | Q4 2025 | Jan 09, 2026 |
| CHAPIN DAVIS, INC. | History | Added to | 2,233 | 246 | 0.06% | 0.06% | 881 | +2 | 0.09% | Q4 2025 | Jan 30, 2026 |
| Maxele Advisors, LLC | History | Reduced | 2,219 | 244 | 0.2% | 0.23% | 882 | -175 | -7.31% | Q4 2025 | Feb 05, 2026 |
| Red Spruce Capital, LLC | History | No change | 2,207 | 243 | 0.1% | 0.1% | 883 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| TigerOak Management, L.L.C. | History | Reduced | 2,183 | 240 | 0.07% | 0.08% | 885 | -211 | -8.81% | Q4 2025 | Jan 21, 2026 |
| Aquire Wealth Advisors, LLC | History | Added to | 2,182 | 240 | 0.06% | 0.06% | 884 | +18 | 0.83% | Q4 2025 | Jan 07, 2026 |
| Frisch Financial Group, Inc. | History | New | 2,171 | 239 | 0.05% | — | 887 | +2,171 | New | Q4 2025 | Feb 06, 2026 |
| TruWealth Advisors, LLC | History | Reduced | 2,171 | 239 | 0.01% | 0.01% | 888 | -180 | -7.66% | Q4 2025 | Jan 07, 2026 |
| Northwest Bancshares, Inc. | History | Reduced | 2,173 | 239 | 0.05% | 0.04% | 886 | -1 | -0.05% | Q4 2025 | Feb 13, 2026 |
| Bank of New Hampshire | History | New | 2,161 | 238 | 0.05% | — | 889 | +2,161 | New | Q4 2025 | Mar 16, 2026 |
| Bank Pictet & Cie (Europe) AG | History | No change | 2,129 | 234 | 0.0% | 0.0% | 890 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 2,088 | 230 | 0.18% | — | 891 | +2,088 | New | Q4 2025 | Feb 11, 2026 |
| Valeo Financial Advisors, LLC | History | New | 2,083 | 229 | 0.01% | — | 892 | +2,083 | New | Q4 2025 | Feb 04, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 2,084 | 229 | 0.04% | 0.04% | 893 | +29 | 1.41% | Q4 2025 | Jan 20, 2026 |
| Integrated Capital Management, LLC | History | Reduced | 2,077 | 228 | 0.1% | 0.12% | 894 | -315 | -13.17% | Q4 2025 | Jan 26, 2026 |
| CREDIT AGRICOLE S A | History | Reduced | 2,055 | 226 | 0.0% | 0.0% | 896 | -698 | -25.35% | Q4 2025 | Feb 17, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 2,053 | 226 | 0.07% | 0.07% | 897 | +109 | 5.61% | Q4 2025 | Feb 10, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | No change | 2,052 | 226 | 0.0% | 0.0% | 895 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Key FInancial Inc | History | Added to | 2,049 | 225 | 0.04% | 0.04% | 898 | +97 | 4.97% | Q4 2025 | Feb 09, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 2,037 | 224 | 0.09% | 0.1% | 899 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Forefront Analytics, LLC | History | Added to | 2,021 | 223 | 0.2% | 0.21% | 900 | +30 | 1.51% | Q4 2025 | Feb 17, 2026 |
| Vista Cima Wealth Management LLC | History | Reduced | 2,026 | 223 | 0.19% | 0.19% | 901 | -10 | -0.49% | Q4 2025 | Feb 11, 2026 |
| Peak Wealth Management LLC | History | New | 2,000 | 220 | 0.18% | — | 903 | +2,000 | New | Q4 2025 | Feb 04, 2026 |
| High Point Wealth Management, LLC | History | New | 2,000 | 220 | 0.21% | — | 904 | +2,000 | New | Q4 2025 | Jan 29, 2026 |
| Van Diest Capital, LLC | History | New | 2,000 | 220 | 0.33% | — | 905 | +2,000 | New | Q4 2025 | Feb 19, 2026 |
| TRUEFG, LLC | History | Added to | 2,000 | 220 | 0.06% | 0.06% | 902 | +37 | 1.88% | Q4 2025 | Jan 21, 2026 |
| Wallington Asset Management, LLC | History | New | 1,978 | 217 | 0.03% | — | 906 | +1,978 | New | Q4 2025 | Jan 14, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 1,962 | 216 | 0.01% | 0.02% | 907 | -550 | -21.89% | Q4 2025 | Jan 07, 2026 |
| Revisor Wealth Management LLC | History | New | 1,943 | 214 | 0.06% | — | 909 | +1,943 | New | Q4 2025 | Jan 27, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 1,949 | 214 | 0.01% | 0.01% | 908 | -555 | -22.16% | Q4 2025 | Feb 10, 2026 |
| United Financial Planning Group LLC | History | Added to | 1,947 | 214 | 0.13% | 0.13% | 911 | +29 | 1.51% | Q4 2025 | Feb 11, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 1,950 | 214 | 0.15% | 0.15% | 910 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 1,929 | 212 | 0.05% | 0.05% | 913 | -23 | -1.18% | Q4 2025 | Feb 05, 2026 |
| Fortis Capital Management LLC | History | Reduced | 1,932 | 212 | 0.03% | 0.03% | 912 | -4 | -0.21% | Q4 2025 | Feb 13, 2026 |
| Breachway Investments LLC | History | New | 1,921 | 211 | 0.22% | — | 915 | +1,921 | New | Q4 2025 | Jan 27, 2026 |
| Quent Capital, LLC | History | New | 1,917 | 211 | 0.02% | — | 914 | +1,917 | New | Q4 2025 | Jan 29, 2026 |
| BEACON FINANCIAL GROUP | History | New | 1,907 | 210 | 0.02% | — | 918 | +1,907 | New | Q4 2025 | Apr 01, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,910 | 210 | 0.01% | 0.01% | 916 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | History | No change | 1,910 | 210 | 0.14% | 0.14% | 917 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Florida Trust Wealth Management Co | History | Reduced | 1,901 | 209 | 0.01% | 0.01% | 919 | -250 | -11.62% | Q4 2025 | Jan 20, 2026 |
| Finley Financial, LLC | History | No change | 1,900 | 209 | 0.1% | 0.1% | 920 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 1,889 | 208 | 0.07% | 0.06% | 922 | +288 | 17.99% | Q4 2025 | Jan 22, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 1,895 | 208 | 0.01% | 0.01% | 921 | -98 | -4.92% | Q4 2025 | Mar 04, 2026 |
| SCS Capital Management LLC | History | Reduced | 1,883 | 207 | 0.0% | 0.0% | 923 | -29 | -1.52% | Q4 2025 | Feb 10, 2026 |
| Tradewinds, LLC. | History | Reduced | 1,867 | 205 | 0.05% | 0.06% | 924 | -207 | -9.98% | Q4 2025 | Feb 13, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Reduced | 1,854 | 204 | 0.14% | 0.15% | 926 | -100 | -5.12% | Q4 2025 | Feb 02, 2026 |
| Nilsine Partners, LLC | History | No change | 1,858 | 204 | 0.02% | 0.02% | 925 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| WEDGEWOOD INVESTORS INC /PA/ | History | No change | 1,848 | 203 | 0.23% | 0.22% | 927 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | New | 1,833 | 202 | 0.0% | — | 929 | +1,833 | New | Q4 2025 | Jan 07, 2026 |
| BOKF, NA | History | Reduced | 1,835 | 202 | 0.0% | 0.0% | 928 | -622 | -25.32% | Q4 2025 | Feb 03, 2026 |
| Vise Technologies, Inc. | History | New | 1,828 | 201 | 0.0% | — | 930 | +1,828 | New | Q4 2025 | Feb 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,819 | 200 | 0.0% | 0.01% | 931 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 1,803 | 198 | 0.02% | 0.02% | 932 | -3 | -0.17% | Q4 2025 | Feb 17, 2026 |
| Activest Wealth Management | History | Added to | 1,775 | 195 | 0.04% | 0.02% | 934 | +836 | 89.03% | Q4 2025 | Jan 30, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 1,764 | 195 | 0.03% | 0.04% | 933 | -599 | -25.35% | Q4 2025 | Feb 02, 2026 |
| Covestor Ltd | History | Added to | 1,714 | 189 | 0.1% | 0.09% | 935 | +210 | 13.96% | Q4 2025 | Feb 06, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 1,645 | 181 | 0.01% | 0.01% | 936 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 1,587 | 174 | 0.0% | 0.01% | 937 | -568 | -26.36% | Q4 2025 | Feb 12, 2026 |
| Ancora Advisors LLC | History | Added to | 1,546 | 170 | 0.0% | 0.0% | 938 | +43 | 2.86% | Q4 2025 | Feb 17, 2026 |
| Westfuller Advisors, LLC | History | Added to | 1,538 | 169 | 0.07% | 0.01% | 939 | +1,367 | 799.42% | Q4 2025 | Jan 21, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 1,538 | 169 | 0.02% | 0.01% | 940 | +663 | 75.77% | Q4 2025 | Feb 13, 2026 |
| Transce3nd, LLC | History | New | 1,499 | 166 | 1.34% | — | 941 | +1,499 | New | Q4 2025 | Feb 06, 2026 |
| Imprint Wealth LLC | History | Added to | 1,492 | 164 | 0.77% | 0.29% | 942 | +662 | 79.76% | Q4 2025 | Feb 17, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 1,488 | 163 | 0.46% | 0.46% | 943 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 1,475 | 162 | 0.05% | 0.05% | 944 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Templeton & Phillips Capital Management, LLC | History | No change | 1,416 | 156 | 0.1% | 0.11% | 945 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | New | 1,353 | 149 | 0.01% | — | 946 | +1,353 | New | Q4 2025 | Feb 17, 2026 |
| CITY HOLDING CO | History | Reduced | 1,343 | 147 | 0.02% | 0.02% | 947 | -90 | -6.28% | Q4 2025 | Jan 22, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Added to | 1,330 | 146 | 0.04% | 0.01% | 948 | +1,110 | 504.55% | Q4 2025 | Feb 05, 2026 |
| Powell Investment Advisors, LLC | History | Added to | 1,317 | 145 | 0.05% | 0.04% | 949 | +242 | 22.51% | Q4 2025 | Feb 09, 2026 |
| WHITTIER TRUST CO | History | Added to | 1,283 | 141 | 0.0% | 0.0% | 950 | +160 | 14.25% | Q4 2025 | Jan 26, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 1,280 | 141 | 0.02% | 0.02% | 951 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 1,193 | 131 | 0.05% | 0.08% | 952 | +831 | 229.56% | Q4 2025 | Jan 20, 2026 |
| WEBSTER BANK, N. A. | History | No change | 1,187 | 130 | 0.01% | 0.01% | 953 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Bogart Wealth, LLC | History | Added to | 1,157 | 127 | 0.01% | 0.0% | 954 | +859 | 288.26% | Q4 2025 | Jan 30, 2026 |
| Root Financial Partners, LLC | History | Added to | 1,153 | 127 | 0.01% | 0.01% | 955 | +17 | 1.5% | Q4 2025 | Feb 10, 2026 |
| ADIRONDACK TRUST CO | History | No change | 1,138 | 125 | 0.04% | 0.04% | 956 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 1,126 | 124 | 0.02% | — | 957 | +1,126 | New | Q4 2025 | Jan 22, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 1,066 | 117 | 0.08% | 0.09% | 958 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 1,054 | 116 | 0.01% | — | 959 | +1,054 | New | Q4 2025 | Feb 13, 2026 |
| AlphaCentric Advisors LLC | History | New | 1,052 | 115 | 0.11% | — | 960 | +1,052 | New | Q4 2025 | Feb 12, 2026 |
| Olistico Wealth, LLC | History | New | 1,050 | 115 | 0.06% | — | 961 | +1,050 | New | Q4 2025 | Jan 13, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 989 | 108 | 0.01% | — | 962 | +989 | New | Q4 2025 | Jan 30, 2026 |
| Financial Freedom, LLC | History | Added to | 977 | 107 | 0.05% | 0.05% | 964 | +14 | 1.45% | Q4 2025 | Feb 17, 2026 |
| NBT BANK N A /NY | History | Reduced | 110 | 107 | 0.01% | 0.01% | 963 | -1 | -0.9% | Q4 2025 | Jan 23, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 965 | 106 | 0.03% | 0.03% | 965 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 943 | 103 | 0.01% | 0.0% | 966 | +348 | 58.49% | Q4 2025 | Jan 20, 2026 |
| American Wealth Advisors, LLC | History | Reduced | 940 | 103 | 0.1% | 0.1% | 967 | -5 | -0.53% | Q4 2025 | Jan 26, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 900 | 99 | 0.0% | 0.0% | 968 | -173 | -16.12% | Q4 2025 | Feb 12, 2026 |
| Front Row Advisors LLC | History | No change | 888 | 97 | 0.03% | 0.03% | 969 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Caitlin John, LLC | History | Added to | 859 | 94 | 0.06% | 0.06% | 970 | +55 | 6.84% | Q4 2025 | Feb 18, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 830 | 91 | 0.0% | 0.0% | 971 | +4 | 0.48% | Q4 2025 | Feb 13, 2026 |
| MASECO LLP | History | New | 802 | 88 | 0.0% | — | 973 | +802 | New | Q4 2025 | Jan 22, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 800 | 88 | 0.0% | 0.0% | 972 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Banque Cantonale Vaudoise | History | Reduced | 790 | 87 | 0.0% | 0.0% | 974 | -8 | -1.0% | Q4 2025 | Feb 06, 2026 |
| Signature Equity Partners, LLC | History | New | 779 | 85 | 0.05% | — | 976 | +779 | New | Q4 2025 | Feb 17, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 778 | 85 | 0.03% | 0.03% | 975 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 727 | 80 | 0.01% | — | 977 | +727 | New | Q4 2025 | Jan 20, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 726 | 80 | 0.08% | — | 978 | +726 | New | Q4 2025 | Feb 12, 2026 |
| Colonial Trust Co / SC | History | No change | 724 | 79 | 0.01% | 0.01% | 979 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Blue Trust, Inc. | History | Reduced | 715 | 78 | 0.0% | 0.0% | 980 | -9 | -1.24% | Q4 2025 | Jan 16, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 701 | 77 | 0.03% | — | 981 | +701 | New | Q4 2025 | Feb 11, 2026 |
| Register Financial Advisors LLC | History | No change | 703 | 77 | 0.03% | 0.03% | 982 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| North Star Investment Management Corp. | History | Added to | 696 | 76 | 0.0% | 0.0% | 983 | +7 | 1.02% | Q4 2025 | Jan 30, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 679 | 74 | 0.0% | — | 984 | +679 | New | Q4 2025 | Feb 11, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 675 | 74 | 0.01% | 0.01% | 985 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| COHEN & STEERS, INC. | History | Reduced | 6,538 | 72 | 0.0% | 0.01% | 986 | -21,850 | -76.97% | Q4 2025 | Feb 13, 2026 |
| MRP Capital Investments, LLC | History | No change | 650 | 71 | 0.06% | 0.06% | 987 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 636 | 70 | 0.01% | 0.02% | 988 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 609 | 67 | 0.03% | 0.02% | 989 | +241 | 65.49% | Q4 2025 | Jan 21, 2026 |
| OBSIDIAN CIO, LLC | History | Reduced | 599 | 65 | 0.1% | 0.03% | 991 | -1,589 | -72.62% | Q4 2025 | Feb 18, 2026 |
| Centerpoint Advisors, LLC | History | No change | 594 | 65 | 0.02% | 0.02% | 990 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 585 | 64 | 0.01% | 0.01% | 992 | -98 | -14.35% | Q4 2025 | Feb 13, 2026 |
| UNION SAVINGS BANK | History | New | 569 | 62 | 0.03% | — | 993 | +569 | New | Q4 2025 | Mar 06, 2026 |
| Security National Bank | History | No change | 560 | 61 | 0.01% | 0.01% | 994 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| TSFG, LLC | History | Reduced | 549 | 60 | 0.01% | 0.01% | 995 | -180 | -24.69% | Q4 2025 | Feb 04, 2026 |
| Lavaca Capital LLC | History | New | 529 | 58 | 0.01% | — | 996 | +529 | New | Q4 2025 | Feb 13, 2026 |
| Mechanics Financial Corp | History | No change | 531 | 58 | 0.02% | 0.02% | 997 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Choate Investment Advisors | History | New | 500 | 55 | 0.0% | — | 998 | +500 | New | Q4 2025 | Feb 09, 2026 |
| Woodside Wealth Management LLC | History | New | 500 | 55 | 0.04% | — | 1002 | +500 | New | Q4 2025 | Jan 30, 2026 |
| TCTC Holdings, LLC | History | No change | 500 | 55 | 0.0% | 0.0% | 999 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 500 | 55 | 0.01% | 0.01% | 1000 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 505 | 55 | 0.06% | 0.06% | 1001 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Park Place Capital Corp | History | Reduced | 498 | 54 | 0.01% | 0.05% | 1003 | -1,543 | -75.6% | Q4 2025 | Jan 09, 2026 |
| Merited Wealth, LLC | History | New | 498 | 54 | 0.05% | — | 1004 | +498 | New | Q4 2025 | Mar 26, 2026 |
| Ares Financial Consulting, LLC | History | New | 460 | 50 | 0.05% | — | 1007 | +460 | New | Q4 2025 | Jan 30, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 458 | 50 | 0.01% | — | 1005 | +458 | New | Q4 2025 | Feb 13, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Added to | 458 | 50 | 0.01% | 0.01% | 1006 | +15 | 3.39% | Q4 2025 | Feb 17, 2026 |
| BALLAST ADVISORS LLC | History | Added to | 450 | 49 | 0.01% | 0.01% | 1008 | +210 | 87.5% | Q4 2025 | Feb 03, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Added to | 438 | 48 | 0.02% | 0.02% | 1009 | +4 | 0.92% | Q4 2025 | Jan 21, 2026 |
| Mascoma Wealth Management LLC | History | No change | 420 | 46 | 0.01% | 0.01% | 1010 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Tidemark, LLC | History | No change | 421 | 46 | 0.01% | 0.01% | 1011 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 397 | 43 | 0.03% | 0.03% | 1012 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Evolution Advisers, Inc. | History | New | 374 | 41 | 0.02% | — | 1014 | +374 | New | Q4 2025 | Jan 23, 2026 |
| EQ WEALTH ADVISORS, LLC | History | New | 373 | 41 | 0.02% | — | 1015 | +373 | New | Q4 2025 | Feb 02, 2026 |
| Canton Hathaway, LLC | History | No change | 375 | 41 | 0.01% | 0.01% | 1013 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 366 | 40 | 0.03% | — | 1017 | +366 | New | Q4 2025 | Feb 19, 2026 |
| Costello Asset Management, INC | History | Added to | 365 | 40 | 0.01% | 0.01% | 1016 | +3 | 0.83% | Q4 2025 | Feb 03, 2026 |
| Avion Wealth | History | No change | 354 | 39 | 0.01% | 0.01% | 1018 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 350 | 38 | 0.0% | 0.0% | 1019 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 336 | 37 | 0.02% | 0.01% | 1020 | +214 | 175.41% | Q4 2025 | Feb 11, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 314 | 34 | 0.0% | 0.0% | 1021 | +5 | 1.62% | Q4 2025 | Jan 08, 2026 |
| FEDERATED HERMES, INC. | History | New | 300 | 33 | 0.0% | — | 1022 | +300 | New | Q4 2025 | Feb 12, 2026 |
| Jessup Wealth Management, Inc | History | New | 300 | 33 | 0.01% | — | 1023 | +300 | New | Q4 2025 | Feb 11, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 291 | 32 | 0.02% | — | 1024 | +291 | New | Q4 2025 | Mar 05, 2026 |
| NorthAvenue LLC | History | New | 285 | 31 | 0.03% | — | 1025 | +285 | New | Q4 2025 | Apr 02, 2026 |
| CENTRAL TRUST Co | History | No change | 277 | 30 | 0.0% | 0.0% | 1026 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Oakworth Capital, Inc. | History | No change | 278 | 30 | 0.0% | 0.0% | 1027 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 268 | 29 | 0.01% | 0.02% | 1032 | -172 | -39.09% | Q4 2025 | Jan 20, 2026 |
| Rossby Financial, LCC | History | Added to | 269 | 29 | 0.01% | 0.01% | 1035 | +25 | 10.25% | Q4 2025 | Feb 12, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 271 | 29 | 0.0% | 0.0% | 1028 | -16 | -5.57% | Q4 2025 | Feb 04, 2026 |
| ORG Partners LLC | History | Reduced | 271 | 29 | 0.01% | 0.01% | 1033 | -6 | -2.17% | Q4 2025 | Jan 14, 2026 |
| Sachetta, LLC | History | Added to | 271 | 29 | 0.02% | 0.01% | 1034 | +4 | 1.5% | Q4 2025 | Feb 02, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 271 | 29 | 0.0% | 0.0% | 1029 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Friedenthal Financial | History | No change | 271 | 29 | 0.01% | 0.02% | 1030 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Pacific Center for Financial Services | History | No change | 265 | 29 | 0.01% | 0.01% | 1031 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 272 | 29 | 0.01% | 0.01% | 1036 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bangor Savings Bank | History | Added to | 248 | 27 | 0.0% | 0.0% | 1038 | +31 | 14.29% | Q4 2025 | Jan 16, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 250 | 27 | 0.0% | 0.0% | 1037 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| TD Capital Management LLC | History | No change | 240 | 26 | 0.0% | 0.0% | 1039 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Biltmore Family Office, LLC | History | No change | 240 | 26 | 0.0% | 0.0% | 1040 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| AlphaCore Capital LLC | History | Added to | 230 | 25 | 0.0% | 0.0% | 1043 | +3 | 1.32% | Q4 2025 | Feb 05, 2026 |
| SIGNATUREFD, LLC | History | Added to | 231 | 25 | 0.0% | 0.0% | 1042 | +1 | 0.43% | Q4 2025 | Jan 20, 2026 |
| FIRST HORIZON CORP | History | No change | 232 | 25 | 0.0% | 0.0% | 1041 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Rossmore Private Capital | History | No change | 227 | 25 | 0.0% | 0.0% | 1044 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Evelyn Partners Investment Management LLP | History | New | 225 | 24 | 0.0% | — | 1045 | +225 | New | Q4 2025 | Feb 13, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 213 | 23 | 0.0% | 0.0% | 1047 | -40 | -15.81% | Q4 2025 | Feb 26, 2026 |
| Parkside Financial Bank & Trust | History | No change | 210 | 23 | 0.0% | 0.0% | 1046 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 208 | 22 | 0.01% | 0.02% | 1051 | +13 | 6.67% | Q4 2025 | Feb 17, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 200 | 22 | 0.02% | 0.01% | 1048 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Citizens National Bank Trust Department | History | No change | 200 | 22 | 0.0% | 0.0% | 1049 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Fortis Group Advisors, LLC | History | No change | 200 | 22 | 0.0% | 0.0% | 1050 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Bank of Jackson Hole Trust | History | No change | 200 | 22 | 0.01% | 0.01% | 1052 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Basepoint Wealth LLC | History | New | 199 | 21 | 0.01% | — | 1056 | +199 | New | Q4 2025 | Feb 10, 2026 |
| Park Square Financial Group, LLC | History | Reduced | 198 | 21 | 0.12% | 0.1% | 1055 | -25 | -11.21% | Q4 2025 | Feb 05, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 198 | 21 | 0.0% | 0.0% | 1053 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Nemes Rush Group LLC | History | No change | 192 | 21 | 0.0% | 0.0% | 1054 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | New | 182 | 20 | 0.01% | — | 1059 | +182 | New | Q4 2025 | Jan 26, 2026 |
| Center for Financial Planning, Inc. | History | Added to | 183 | 20 | 0.0% | 0.0% | 1058 | +71 | 63.39% | Q4 2025 | Feb 05, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 184 | 20 | 0.0% | 0.0% | 1057 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Hurley Capital, LLC | History | No change | 175 | 19 | 0.01% | 0.01% | 1060 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 170 | 18 | 0.0% | — | 1061 | +170 | New | Q4 2025 | Jan 21, 2026 |
| Pflug Koory, LLC | History | No change | 164 | 18 | 0.01% | 0.01% | 1062 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 172 | 18 | 0.02% | 0.02% | 1063 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Topsail Wealth Management, LLC | History | New | 156 | 17 | 0.0% | — | 1067 | +156 | New | Q4 2025 | Feb 04, 2026 |
| Investors Research Corp | History | Reduced | 163 | 17 | 0.0% | 0.0% | 1065 | -75 | -31.51% | Q4 2025 | Jan 06, 2026 |
| Winch Advisory Services, LLC | History | Added to | 157 | 17 | 0.0% | 0.0% | 1064 | +2 | 1.29% | Q4 2025 | Feb 03, 2026 |
| Kennebec Savings Bank | History | No change | 156 | 17 | 0.01% | 0.02% | 1066 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 148 | 16 | 0.0% | 0.0% | 1069 | -1,170 | -88.77% | Q4 2025 | Jan 22, 2026 |
| one8zero8, LLC | History | New | 147 | 16 | 0.0% | — | 1071 | +147 | New | Q4 2025 | Feb 17, 2026 |
| Hilltop National Bank | History | Reduced | 154 | 16 | 0.0% | 0.01% | 1070 | -46 | -23.0% | Q4 2025 | Jan 07, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 149 | 16 | 0.01% | 0.01% | 1068 | +2 | 1.36% | Q4 2025 | Feb 13, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 145 | 15 | 0.01% | 0.0% | 1074 | +79 | 119.7% | Q4 2025 | Feb 04, 2026 |
| EPG Wealth Management LLC | History | Reduced | 145 | 15 | 0.0% | 0.01% | 1072 | -46 | -24.08% | Q4 2025 | Jan 28, 2026 |
| Concord Wealth Partners | History | No change | 143 | 15 | 0.0% | 0.0% | 1073 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Strive Financial Group ,LLC | History | New | 136 | 14 | 0.01% | — | 1075 | +136 | New | Q4 2025 | Feb 18, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 119 | 13 | 0.0% | — | 1076 | +115 | 2875.0% | Q4 2025 | Feb 09, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 118 | 13 | 0.0% | 0.0% | 1077 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| OPTIMA CAPITAL LLC | History | New | 116 | 12 | 0.01% | — | 1081 | +116 | New | Q4 2025 | Jan 23, 2026 |
| Nova Wealth Management, Inc. | History | New | 115 | 12 | 0.01% | — | 1080 | +115 | New | Q4 2025 | Jan 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 114 | 12 | 0.0% | — | 1078 | +107 | 1528.57% | Q4 2025 | Feb 17, 2026 |
| Piscataqua Savings Bank | History | No change | 110 | 12 | 0.01% | 0.01% | 1079 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Smithfield Trust Co | History | No change | 100 | 11 | 0.0% | 0.0% | 1082 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 103 | 11 | 0.0% | 0.0% | 1083 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Crewe Advisors LLC | History | No change | 104 | 11 | 0.0% | 0.0% | 1084 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| MidFirst Bank | History | New | 91 | 10 | 0.0% | — | 1086 | +91 | New | Q4 2025 | Feb 25, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 92 | 10 | 0.0% | 0.0% | 1085 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| TRUST CO OF VERMONT | History | Reduced | 88 | 9 | 0.0% | 0.0% | 1087 | -225 | -71.88% | Q4 2025 | Jan 16, 2026 |
| JCIC Asset Management Inc. | History | No change | 85 | 9 | 0.0% | 0.0% | 1088 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Granite Investment Partners, LLC | History | No change | 85 | 9 | 0.0% | 0.0% | 1089 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Darwin Wealth Management, LLC | History | No change | 84 | 9 | 0.0% | 0.0% | 1090 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Wilkerson Advisory Group LLC | History | New | 75 | 8 | 0.0% | — | 1091 | +75 | New | Q4 2025 | Feb 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 73 | 8 | 0.0% | — | 1092 | +73 | New | Q4 2025 | Feb 09, 2026 |
| CURIO WEALTH, LLC | History | New | 65 | 7 | 0.0% | — | 1096 | +65 | New | Q4 2025 | Feb 11, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 69 | 7 | 0.0% | 0.0% | 1093 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bank & Trust Co | History | No change | 65 | 7 | 0.0% | 0.01% | 1094 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Pandora Wealth, Inc. | History | No change | 66 | 7 | 0.0% | 0.0% | 1095 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 58 | 6 | 0.01% | — | 1102 | +58 | New | Q4 2025 | Feb 19, 2026 |
| Wagner Wealth Management, LLC | History | New | 56 | 6 | 0.0% | — | 1098 | +56 | New | Q4 2025 | Jan 30, 2026 |
| Noble Wealth Management PBC | History | Added to | 56 | 6 | 0.0% | 0.0% | 1101 | +45 | 409.09% | Q4 2025 | Jan 05, 2026 |
| Realta Investment Advisors | History | Reduced | 59 | 6 | 0.0% | 0.0% | 1099 | -18 | -23.38% | Q4 2025 | Jan 20, 2026 |
| Luminist Capital LLC | History | Added to | 60 | 6 | 0.01% | 0.01% | 1100 | +4 | 7.14% | Q4 2025 | Feb 13, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 55 | 6 | 0.0% | 0.0% | 1097 | +1 | 1.85% | Q4 2025 | Feb 18, 2026 |
| CX Institutional | History | Reduced | 48 | 5 | 0.0% | 0.0% | 1107 | -574 | -92.28% | Q4 2025 | Feb 02, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 46 | 5 | 0.0% | 0.01% | 1106 | -300 | -86.71% | Q4 2025 | Jan 22, 2026 |
| Global Wealth Strategies & Associates | History | New | 52 | 5 | 0.0% | — | 1108 | +52 | New | Q4 2025 | Jan 02, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | New | 50 | 5 | 0.0% | — | 1103 | +50 | New | Q4 2025 | Jan 27, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 49 | 5 | 0.0% | 0.0% | 1109 | -2 | -3.92% | Q4 2025 | Jan 29, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | No change | 47 | 5 | 0.0% | 0.0% | 1104 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 48 | 5 | 0.0% | 0.0% | 1105 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Reduced | 39 | 4 | 0.0% | 0.04% | 1110 | -8,363 | -99.54% | Q4 2025 | Feb 09, 2026 |
| NWK Group, Inc. | History | Reduced | 41 | 4 | 0.0% | 0.01% | 1111 | -266 | -86.64% | Q4 2025 | Feb 09, 2026 |
| Rialto Wealth Management, LLC | History | New | 38 | 4 | 0.0% | — | 1113 | +38 | New | Q4 2025 | Jan 12, 2026 |
| Rakuten Securities, Inc. | History | Added to | 38 | 4 | 0.0% | — | 1112 | +37 | 3700.0% | Q4 2025 | Jan 29, 2026 |
| Parvin Asset Management, LLC | History | New | 34 | 3 | 0.0% | — | 1118 | +34 | New | Q4 2025 | Feb 17, 2026 |
| Your Advocates Ltd., LLP | History | New | 28 | 3 | 0.0% | — | 1114 | +28 | New | Q4 2025 | Feb 02, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 36 | 3 | 0.0% | 0.0% | 1115 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Collier Financial | History | No change | 33 | 3 | 0.0% | 0.0% | 1116 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 28 | 3 | 0.0% | 0.0% | 1117 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Game Plan Financial Advisors, LLC | History | New | 27 | 2 | 0.0% | — | 1123 | +27 | New | Q4 2025 | Jan 14, 2026 |
| Hamilton Point Investment Advisors, LLC | History | New | 26 | 2 | 0.0% | — | 1121 | +26 | New | Q4 2025 | Feb 12, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 22 | 2 | 0.0% | 0.0% | 1127 | +4 | 22.22% | Q4 2025 | Feb 03, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 26 | 2 | 0.0% | 0.0% | 1126 | +1 | 4.0% | Q4 2025 | Feb 27, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 22 | 2 | 0.0% | 0.0% | 1119 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 20 | 2 | 0.0% | 0.0% | 1120 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Founders Capital Management | History | No change | 23 | 2 | 0.0% | 0.0% | 1122 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 20 | 2 | 0.0% | 0.0% | 1124 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | No change | 23 | 2 | 0.0% | 0.0% | 1125 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 15 | 1 | 0.0% | 0.0% | 1128 | -640 | -97.71% | Q4 2025 | Feb 03, 2026 |
| Russell Investments Group, Ltd. | History | New | 13 | 1 | 0.0% | — | 1129 | +13 | New | Q4 2025 | Feb 17, 2026 |
| Inlight Wealth Management, LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 1130 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Quaker Wealth Management, LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 1131 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Catherine Avery Investment Management LLC | History | No change | 17 | 1 | 0.0% | 0.0% | 1132 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| KING STREET CAPITAL MANAGEMENT, L.P. | History | Closed out | 0 | 0 | — | 30.99% | — | -6,500,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Capula Management Ltd | History | Closed out | 0 | 0 | — | 2.22% | — | -4,000,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BRIGADE CAPITAL MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 27.35% | — | -2,000,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Trium Capital LLP | History | Closed out | 0 | 0 | — | 0.06% | — | -1,120,000 | -100.0% | Q3 2025 | Oct 16, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.14% | — | -342,997 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Silphium Asset Management Ltd | History | Closed out | 0 | 0 | — | 6.41% | — | -194,200 | -100.0% | Q3 2025 | Nov 04, 2025 |
| MARINER INVESTMENT GROUP LLC | History | Closed out | 0 | 0 | — | 6.34% | — | -188,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.02% | — | -144,902 | -100.0% | Q3 2025 | Nov 13, 2025 |
| von Borstel & Associates, Inc. | History | Closed out | 0 | 0 | — | 2.24% | — | -132,026 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 1.27% | — | -76,948 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Axos Invest Inc. | History | Closed out | 0 | 0 | — | 5.66% | — | -67,832 | -100.0% | Q3 2025 | Oct 16, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -67,353 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -36,085 | -100.0% | Q3 2025 | Nov 10, 2025 |
| DLD Asset Management, LP | History | Closed out | 0 | 0 | — | 0.24% | — | -30,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SIH Partners, LLLP | History | Closed out | 0 | 0 | — | 0.07% | — | -20,516 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SOROS FUND MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -20,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Allianz Asset Management GmbH | History | Closed out | 0 | 0 | — | 0.0% | — | -15,000 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Forefront Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.39% | — | -13,916 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Talisman Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -11,167 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.24% | — | -10,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Clear Creek Financial Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -9,284 | -100.0% | Q3 2025 | Nov 10, 2025 |
| AlphaQuest LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -8,498 | -100.0% | Q3 2025 | Nov 03, 2025 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -8,008 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Ground Swell Capital, LLC | History | Closed out | 0 | 0 | — | 1.91% | — | -7,827 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Pachira Investments Inc. | History | Closed out | 0 | 0 | — | 0.39% | — | -6,275 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | History | Closed out | 0 | 0 | — | 0.52% | — | -4,700 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Rock Creek Group, LP | History | Closed out | 0 | 0 | — | 0.05% | — | -4,500 | -100.0% | Q3 2025 | Nov 12, 2025 |
| RMR Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -3,984 | -100.0% | Q3 2025 | Nov 03, 2025 |
| CSS LLC/IL | History | Closed out | 0 | 0 | — | 0.02% | — | -3,700 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -3,233 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Cornerstone Wealth Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,115 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Fiera Capital Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -2,703 | -100.0% | Q3 2025 | Nov 07, 2025 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,534 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Legacy Capital Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,498 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Closed out | 0 | 0 | — | 0.01% | — | -2,465 | -100.0% | Q3 2025 | Nov 07, 2025 |
| WP Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,434 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Mayflower Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,427 | -100.0% | Q3 2025 | Oct 17, 2025 |
| AFT, FORSYTH & COMPANY, INC. | History | Closed out | 0 | 0 | — | 0.13% | — | -2,377 | -100.0% | Q3 2025 | Nov 07, 2025 |
| WMG Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -2,251 | -100.0% | Q3 2025 | Oct 23, 2025 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Closed out | 0 | 0 | — | 0.02% | — | -2,250 | -100.0% | Q3 2025 | Oct 28, 2025 |
| SVB WEALTH LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,170 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Cyndeo Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,166 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Econ Financial Services Corp | History | Closed out | 0 | 0 | — | 0.11% | — | -2,047 | -100.0% | Q3 2025 | Oct 21, 2025 |
| OLD NATIONAL BANCORP /IN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -2,013 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.03% | — | -1,854 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Detalus Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,818 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Wealth Quarterback LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,816 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Chicago Partners Investment Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,787 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Premier Financial Group | History | Closed out | 0 | 0 | — | 0.02% | — | -590 | -100.0% | Q3 2025 | Oct 20, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -552 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -486 | -100.0% | Q3 2025 | Oct 15, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -374 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Financial Life Planners | History | Closed out | 0 | 0 | — | 0.03% | — | -346 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Orion Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -180 | -100.0% | Q3 2025 | Oct 31, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -142 | -100.0% | Q3 2025 | Nov 03, 2025 |
| United Community Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -141 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Creative Capital Management Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -139 | -100.0% | Q3 2025 | Oct 23, 2025 |
| LGT Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -125 | -100.0% | Q3 2025 | Nov 17, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -116 | -100.0% | Q3 2025 | Jan 12, 2026 |
| FIRST COMMUNITY TRUST NA | History | New | 84 | 0 | — | — | — | +84 | New | Q4 2025 | Jan 16, 2026 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -83 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Seneschal Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -82 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kiker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -74 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Graney & King, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Financial Gravity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -43 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Gould Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Private Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Raleigh Capital Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Blume Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q3 2025 | Nov 06, 2025 |
| MGB Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q3 2025 | Nov 12, 2025 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 13, 2026 |
| Networth Advisors, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Jan 22, 2026 |
| Key Capital Management, INC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Jan 26, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 11, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Asset Dedication, LLC | History | No change | 9 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MTM Investment Management, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |