iShares U.S. ETF Trust - NEAR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 8 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 3,268,723 | 167,031 | 0.01% | 0.01% | 1 | -127,955 | -3.77% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,942,115 | 150,342 | 0.01% | 0.01% | 2 | -581,038 | -16.49% | Q4 2025 | Feb 17, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 2,924,871 | 149,460 | 12.46% | 12.25% | 3 | +120,936 | 4.31% | Q4 2025 | Feb 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,694,516 | 137,689 | 0.03% | 0.03% | 4 | -2,534 | -0.09% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 2,655,778 | 135,710 | 0.04% | 0.04% | 5 | -144,789 | -5.17% | Q4 2025 | Feb 11, 2026 |
| Bramshill Investments, LLC | History | Reduced | 2,448,843 | 125,135 | 7.07% | 8.81% | 6 | -65,665 | -2.61% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 2,272,371 | 116,118 | 0.0% | 0.0% | 7 | +654,709 | 40.47% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Added to | 1,613,264 | 82,437 | 0.01% | 0.01% | 8 | +264,887 | 19.64% | Q4 2025 | Jan 29, 2026 |
| Cetera Investment Advisers | History | Added to | 1,271,898 | 64,993 | 0.07% | 0.07% | 9 | +154,611 | 13.84% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,160,274 | 59,290 | 0.02% | 0.02% | 10 | +95,510 | 8.97% | Q4 2025 | Feb 18, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,141,660 | 58,339 | 0.01% | 0.01% | 11 | +197,581 | 20.93% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 988,560 | 50,515 | 0.13% | 0.13% | 12 | +98,340 | 11.05% | Q4 2025 | Feb 05, 2026 |
| ROYAL BANK OF CANADA | History | New | 569,669 | 29,110 | 0.0% | — | 13 | +569,669 | New | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 520,821 | 26,613 | 0.02% | 0.03% | 14 | -171,795 | -24.8% | Q4 2025 | Feb 13, 2026 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | History | No change | 490,400 | 25,059 | 1.59% | 1.76% | 15 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 478,532 | 24,452 | 0.01% | 0.01% | 16 | -87,962 | -15.53% | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | Added to | 469,238 | 23,978 | 0.09% | 0.09% | 17 | +76,841 | 19.58% | Q4 2025 | Feb 18, 2026 |
| Alexander Randolph Advisory, Inc. | History | Added to | 442,346 | 22,603 | 18.79% | 18.44% | 18 | +6,200 | 1.42% | Q4 2025 | Feb 05, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Reduced | 426,381 | 21,788 | 0.69% | 0.73% | 19 | -22,699 | -5.05% | Q4 2025 | Jan 14, 2026 |
| Americana Partners, LLC | History | Added to | 420,219 | 21,473 | 0.59% | 0.64% | 20 | +4,633 | 1.11% | Q4 2025 | Feb 06, 2026 |
| Integrated Investment Consultants, LLC | History | Added to | 404,474 | 20,668 | 4.05% | 3.08% | 21 | +50,491 | 14.26% | Q4 2025 | Mar 03, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 328,516 | 16,791 | 0.02% | 0.02% | 22 | +37,872 | 13.03% | Q4 2025 | Feb 17, 2026 |
| KWMG, LLC | History | Added to | 301,944 | 15,429 | 1.33% | 1.3% | 23 | +13,655 | 4.74% | Q4 2025 | Jan 16, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Added to | 294,157 | 15,031 | 3.57% | 3.57% | 24 | +13,985 | 4.99% | Q4 2025 | Jan 26, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 289,210 | 14,784 | 0.18% | 0.21% | 25 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 287,335 | 14,683 | 0.18% | 0.16% | 26 | +48,277 | 20.19% | Q4 2025 | Feb 10, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 283,620 | 14,492 | 0.55% | 0.43% | 27 | -35,000 | -10.98% | Q4 2025 | Feb 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 271,080 | 13,852 | 0.02% | 0.02% | 28 | +34,435 | 14.55% | Q4 2025 | Feb 12, 2026 |
| Corient Private Wealth LLC | History | Reduced | 263,271 | 13,453 | 0.02% | 0.02% | 29 | -16 | -0.01% | Q4 2025 | Mar 09, 2026 |
| Waverly Advisors, LLC | History | Added to | 259,344 | 13,252 | 0.11% | 0.12% | 30 | +16,090 | 6.61% | Q4 2025 | Feb 17, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 252,831 | 12,931 | 2.9% | 2.47% | 31 | +54,257 | 27.32% | Q4 2025 | Jan 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 250,709 | 12,811 | 0.06% | 0.05% | 32 | +34,840 | 16.14% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 241,761 | 12,353 | 0.02% | 0.03% | 33 | -23,934 | -9.01% | Q4 2025 | Feb 17, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 238,596 | 12,192 | 0.21% | 0.21% | 34 | +44,733 | 23.07% | Q4 2025 | Feb 19, 2026 |
| Focus Partners Wealth | History | Reduced | 235,200 | 12,018 | 0.01% | 0.02% | 35 | -5,666 | -2.35% | Q4 2025 | Feb 13, 2026 |
| WBH ADVISORY INC | History | Added to | 233,011 | 11,906 | 0.88% | 0.88% | 36 | +8,952 | 4.0% | Q4 2025 | Jan 26, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 229,564 | 11,730 | 0.17% | 0.11% | 37 | +57,933 | 33.75% | Q4 2025 | Feb 02, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 218,762 | 11,178 | 0.16% | 0.12% | 38 | +71,769 | 48.82% | Q4 2025 | Feb 09, 2026 |
| CWM, LLC | History | Reduced | 211,567 | 10,811 | 0.03% | 0.05% | 39 | -108,145 | -33.83% | Q4 2025 | Jan 26, 2026 |
| Syntegra Private Wealth Group, LLC | History | Added to | 210,658 | 10,764 | 0.99% | 0.82% | 40 | +41,874 | 24.81% | Q4 2025 | Feb 10, 2026 |
| HighTower Advisors, LLC | History | Added to | 203,612 | 10,404 | 0.01% | 0.01% | 41 | +2,490 | 1.24% | Q4 2025 | Feb 06, 2026 |
| Clark Capital Management Group, Inc. | History | New | 200,875 | 10,264 | 0.06% | — | 42 | +200,875 | New | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | Added to | 200,210 | 10,230 | 0.04% | 0.04% | 43 | +37,311 | 22.9% | Q4 2025 | Feb 17, 2026 |
| Ifrah Financial Services, Inc. | History | Added to | 199,043 | 10,171 | 2.61% | 2.6% | 44 | +3,787 | 1.94% | Q4 2025 | Jan 22, 2026 |
| Summit Financial, LLC | History | Reduced | 198,159 | 10,125 | 0.15% | 0.28% | 45 | -162,401 | -45.04% | Q4 2025 | Feb 13, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Added to | 193,273 | 9,876 | 1.43% | 1.44% | 46 | +5,577 | 2.97% | Q4 2025 | Jan 27, 2026 |
| &PARTNERS | History | Reduced | 187,401 | 9,576 | 0.05% | 0.06% | 47 | -653 | -0.35% | Q4 2025 | Feb 17, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 180,042 | 9,199 | 1.27% | 1.3% | 48 | +16,523 | 10.1% | Q4 2025 | Jan 23, 2026 |
| JACOBSON & SCHMITT ADVISORS, LLC | History | Added to | 177,207 | 9,055 | 1.52% | 1.49% | 49 | +8,199 | 4.85% | Q4 2025 | Jan 21, 2026 |
| Timmons Wealth Management, LLC | History | New | 172,443 | 8,811 | 8.67% | — | 50 | +172,443 | New | Q4 2025 | Feb 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 169,543 | 8,663 | 0.1% | 0.07% | 51 | +90,616 | 114.81% | Q4 2025 | Jan 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 168,199 | 8,594 | 0.01% | 0.01% | 52 | +18,534 | 12.38% | Q4 2025 | Feb 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 158,383 | 8,101 | 0.01% | 0.01% | 53 | +3,939 | 2.55% | Q4 2025 | Jan 08, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 155,835 | 7,987 | 2.18% | 2.24% | 54 | +4,033 | 2.66% | Q4 2025 | Jan 28, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 152,630 | 7,799 | 1.14% | 0.88% | 55 | +39,751 | 35.22% | Q4 2025 | Feb 04, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 151,519 | 7,742 | 1.3% | 1.12% | 56 | +30,658 | 25.37% | Q4 2025 | Jan 26, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 145,743 | 7,447 | 0.27% | 0.35% | 57 | +263 | 0.18% | Q4 2025 | Feb 09, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 141,416 | 7,226 | 0.25% | 0.26% | 58 | -150 | -0.11% | Q4 2025 | Feb 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 140,940 | 7,202 | 0.0% | 0.0% | 59 | -6,175 | -4.2% | Q4 2025 | Feb 12, 2026 |
| OakTrust Wealth Advisors, LLC | History | New | 140,643 | 7,186 | 6.63% | — | 60 | +140,643 | New | Q4 2025 | Feb 27, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 138,245 | 7,064 | 0.07% | 0.08% | 61 | -4,774 | -3.34% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 138,030 | 7,056 | 0.01% | 0.02% | 62 | -11,073 | -7.43% | Q4 2025 | Feb 05, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 131,777 | 6,733 | 0.33% | 0.37% | 63 | -9,640 | -6.82% | Q4 2025 | Feb 11, 2026 |
| Apollon Financial, LLC | History | Added to | 131,651 | 6,727 | 0.98% | 1.07% | 64 | +5,712 | 4.54% | Q4 2025 | Jan 22, 2026 |
| Mariner, LLC | History | Reduced | 129,531 | 6,619 | 0.01% | 0.01% | 65 | -12,528 | -8.82% | Q4 2025 | Feb 13, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 127,650 | 6,522 | 0.78% | 0.86% | 66 | -2,305 | -1.77% | Q4 2025 | Jan 22, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 124,392 | 6,356 | 0.21% | — | 67 | +124,392 | New | Q4 2025 | Feb 13, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 121,569 | 6,214 | 0.98% | 1.05% | 68 | -2,969 | -2.38% | Q4 2025 | Jan 08, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 120,250 | 6,144 | 0.25% | 0.25% | 69 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 120,040 | 6,134 | 1.73% | 0.07% | 70 | +115,379 | 2475.41% | Q4 2025 | Jan 14, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 119,929 | 6,128 | 0.19% | 0.18% | 71 | +14,867 | 14.15% | Q4 2025 | Jan 30, 2026 |
| Montecito Bank & Trust | History | Reduced | 114,244 | 5,837 | 0.93% | 0.92% | 72 | -994 | -0.86% | Q4 2025 | Jan 09, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 112,737 | 5,760 | 0.03% | 0.03% | 73 | +8,293 | 7.94% | Q4 2025 | Jan 29, 2026 |
| Alpha Financial Advisors, LLC | History | Added to | 111,774 | 5,711 | 1.75% | 1.92% | 74 | +5,550 | 5.22% | Q4 2025 | Jan 20, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 111,142 | 5,679 | 0.21% | 0.22% | 75 | -1,858 | -1.64% | Q4 2025 | Feb 17, 2026 |
| Optivise Advisory Services LLC | History | Added to | 103,164 | 5,271 | 3.04% | 2.46% | 76 | +22,554 | 27.98% | Q4 2025 | Jan 12, 2026 |
| Meramec Financial Planners, LLC | History | New | 97,450 | 4,986 | 1.94% | — | 77 | +97,450 | New | Q4 2025 | Feb 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 93,029 | 4,753 | 0.01% | 0.01% | 78 | +2,784 | 3.08% | Q4 2025 | Feb 13, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 92,930 | 4,748 | 0.35% | 0.32% | 79 | +8,255 | 9.75% | Q4 2025 | Feb 06, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 90,365 | 4,617 | 0.5% | 0.51% | 80 | +569 | 0.63% | Q4 2025 | Jan 28, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 89,770 | 4,587 | 0.01% | 0.0% | 81 | +18,899 | 26.67% | Q4 2025 | Feb 02, 2026 |
| Values First Advisors, Inc. | History | Added to | 89,757 | 4,586 | 2.38% | 2.32% | 82 | +5,273 | 6.24% | Q4 2025 | Jan 30, 2026 |
| Kure Advisory, LLC | History | New | 85,146 | 4,350 | 2.43% | — | 83 | +85,146 | New | Q4 2025 | Jan 08, 2026 |
| BRADY FAMILY WEALTH, LLC | History | Added to | 84,279 | 4,306 | 1.33% | 1.33% | 84 | +453 | 0.54% | Q4 2025 | Jan 07, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 82,834 | 4,232 | 0.02% | 0.02% | 85 | +6,247 | 8.16% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 79,199 | 4,047 | 0.0% | 0.0% | 86 | +71,443 | 921.13% | Q4 2025 | Mar 25, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 79,188 | 4,046 | 0.1% | 0.1% | 87 | +2,176 | 2.83% | Q4 2025 | Feb 09, 2026 |
| AlphaCore Capital LLC | History | Added to | 77,282 | 3,949 | 0.09% | 0.1% | 88 | +19,497 | 33.74% | Q4 2025 | Feb 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 75,362 | 3,851 | 0.01% | 0.01% | 89 | +13,303 | 21.44% | Q4 2025 | Mar 16, 2026 |
| One Capital Management, LLC | History | Added to | 73,965 | 3,779 | 0.11% | 0.11% | 90 | +8,801 | 13.51% | Q4 2025 | Feb 10, 2026 |
| Sigma Planning Corp | History | Added to | 72,023 | 3,680 | 0.1% | 0.09% | 91 | +8,867 | 14.04% | Q4 2025 | Jan 30, 2026 |
| Sage Capital Advisors,llc | History | Reduced | 71,420 | 3,649 | 0.87% | 0.87% | 92 | -206 | -0.29% | Q4 2025 | Jan 06, 2026 |
| KKM Financial LLC | History | Added to | 70,644 | 3,609 | 0.64% | 1.05% | 93 | +5,796 | 8.94% | Q4 2025 | Feb 18, 2026 |
| CITIGROUP INC | History | Reduced | 67,564 | 3,452 | 0.0% | 0.0% | 94 | -8,346 | -10.99% | Q4 2025 | Feb 13, 2026 |
| LVW Advisors, LLC | History | Added to | 66,686 | 3,407 | 0.35% | 0.31% | 95 | +7,665 | 12.99% | Q4 2025 | Jan 14, 2026 |
| Kovack Advisors, Inc. | History | Added to | 65,985 | 3,371 | 0.16% | 0.03% | 96 | +60,475 | 1097.55% | Q4 2025 | Feb 17, 2026 |
| Patten Group, Inc. | History | Added to | 63,052 | 3,221 | 0.6% | 0.59% | 97 | +4,114 | 6.98% | Q4 2025 | Jan 23, 2026 |
| Realta Investment Advisors | History | Added to | 62,786 | 3,208 | 1.05% | 1.04% | 98 | +1,878 | 3.08% | Q4 2025 | Jan 20, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 60,718 | 3,102 | 0.27% | 0.25% | 99 | +5,933 | 10.83% | Q4 2025 | Feb 12, 2026 |
| Proficio Capital Partners LLC | History | Reduced | 60,460 | 3,089 | 0.22% | 1.01% | 100 | -226,530 | -78.93% | Q4 2025 | Feb 12, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 59,264 | 3,028 | 0.52% | 0.58% | 101 | -969 | -1.61% | Q4 2025 | Jan 07, 2026 |
| Baird Financial Group, Inc. | History | Added to | 59,109 | 3,020 | 0.0% | 0.0% | 102 | +23,265 | 64.91% | Q4 2025 | Feb 13, 2026 |
| Keystone Financial Group, Inc. | History | Reduced | 58,051 | 2,966 | 1.55% | 1.7% | 103 | -671 | -1.14% | Q4 2025 | Jan 16, 2026 |
| RPg Family Wealth Advisory, LLC | History | Reduced | 57,972 | 2,962 | 0.65% | 0.65% | 104 | -6 | -0.01% | Q4 2025 | Feb 13, 2026 |
| Selby Wealth Management, LLC | History | New | 57,336 | 2,929 | 1.18% | — | 105 | +57,336 | New | Q4 2025 | Feb 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 55,892 | 2,856 | 0.05% | 0.04% | 106 | +15,769 | 39.3% | Q4 2025 | Feb 09, 2026 |
| Secure Asset Management, LLC | History | Added to | 54,444 | 2,782 | 0.44% | 0.27% | 107 | +22,134 | 68.51% | Q4 2025 | Jan 20, 2026 |
| Hardworking Capital Advisors, LLC | History | New | 53,509 | 2,734 | 2.48% | — | 108 | +53,509 | New | Q4 2025 | Feb 12, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 53,436 | 2,731 | 0.1% | 0.21% | 109 | -12,830 | -19.36% | Q4 2025 | Feb 13, 2026 |
| Stenger Family Office, LLC | History | Reduced | 53,286 | 2,663 | 0.55% | 0.58% | 110 | -2,949 | -5.24% | Q4 2025 | Mar 04, 2026 |
| GeoWealth Management, LLC | History | Reduced | 51,438 | 2,628 | 0.1% | 0.1% | 111 | -1,802 | -3.38% | Q4 2025 | Feb 17, 2026 |
| New Millennium Group LLC | History | Added to | 50,254 | 2,567 | 1.11% | 0.13% | 112 | +44,689 | 803.04% | Q4 2025 | Feb 06, 2026 |
| Ameliora Wealth Management Ltd. | History | Added to | 50,237 | 2,567 | 0.78% | 0.82% | 113 | +1,950 | 4.04% | Q4 2025 | Jan 21, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 49,673 | 2,538 | 0.09% | 0.09% | 114 | -1,794 | -3.49% | Q4 2025 | Jan 30, 2026 |
| Brookstone Capital Management | History | Reduced | 49,004 | 2,504 | 0.03% | 0.04% | 115 | -13,098 | -21.09% | Q4 2025 | Jan 15, 2026 |
| Focus Financial Network, Inc. | History | Added to | 47,730 | 2,439 | 0.08% | 0.04% | 116 | +25,574 | 115.43% | Q4 2025 | Jan 12, 2026 |
| IRON Financial LLC | History | Added to | 47,301 | 2,417 | 1.11% | 0.37% | 117 | +32,095 | 211.07% | Q4 2025 | Jan 22, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | No change | 47,000 | 2,401 | 1.51% | 1.68% | 118 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 47,115 | 2,367 | 0.06% | 0.01% | 119 | +32,832 | 229.87% | Q4 2025 | Feb 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 45,873 | 2,344 | 0.03% | — | 120 | +45,873 | New | Q4 2025 | Jan 29, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Reduced | 45,294 | 2,314 | 1.89% | 2.18% | 121 | -5,017 | -9.97% | Q4 2025 | Feb 03, 2026 |
| Betterment LLC | History | Reduced | 44,699 | 2,284 | 0.0% | 0.0% | 122 | -1,776 | -3.82% | Q4 2025 | Feb 12, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 44,131 | 2,253 | 0.49% | 0.48% | 123 | +1,386 | 3.24% | Q4 2025 | Feb 05, 2026 |
| BROOKS, MOORE & ASSOCIATES, INC. | History | Added to | 43,903 | 2,243 | 1.1% | 0.41% | 124 | +27,978 | 175.69% | Q4 2025 | Feb 17, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 43,319 | 2,213 | 0.02% | 0.01% | 125 | +27,249 | 169.56% | Q4 2025 | Feb 18, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 42,409 | 2,167 | 0.08% | 0.1% | 126 | -7,709 | -15.38% | Q4 2025 | Jan 27, 2026 |
| Unified Investment Management | History | Reduced | 41,361 | 2,113 | 2.12% | 2.12% | 127 | -67 | -0.16% | Q4 2025 | Feb 09, 2026 |
| Integrated Advisors Network LLC | History | Added to | 41,254 | 2,108 | 0.09% | 0.07% | 128 | +6,514 | 18.75% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 41,230 | 2,106 | 0.01% | — | 129 | +41,230 | New | Q4 2025 | Feb 13, 2026 |
| WHITE PINE CAPITAL LLC | History | Added to | 40,539 | 2,071 | 0.57% | 0.38% | 130 | +14,574 | 56.13% | Q4 2025 | Feb 09, 2026 |
| Klingman & Associates, LLC | History | No change | 40,413 | 2,065 | 0.1% | 0.1% | 131 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 39,214 | 2,003 | 0.04% | 0.03% | 132 | +11,531 | 41.65% | Q4 2025 | Jan 16, 2026 |
| First Citizens Financial Corp | History | Added to | 39,161 | 2,001 | 0.99% | 0.96% | 133 | +1,095 | 2.88% | Q4 2025 | Jan 06, 2026 |
| RFG Advisory, LLC | History | New | 38,230 | 1,953 | 0.04% | — | 134 | +38,230 | New | Q4 2025 | Feb 03, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 37,999 | 1,941 | 0.07% | 0.07% | 135 | +1,244 | 3.38% | Q4 2025 | Feb 06, 2026 |
| Finhabits Advisors LLC | History | New | 33,540 | 1,713 | 1.61% | — | 136 | +33,540 | New | Q4 2025 | Jan 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 32,743 | 1,673 | 0.0% | 0.0% | 137 | -4,960 | -13.16% | Q4 2025 | Feb 06, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 32,639 | 1,667 | 0.11% | 0.12% | 138 | +3,194 | 10.85% | Q4 2025 | Feb 09, 2026 |
| Daybright Advisory Services, Inc. | History | New | 32,589 | 1,665 | 0.44% | — | 139 | +32,589 | New | Q4 2025 | Feb 12, 2026 |
| PLANNING DIRECTIONS INC | History | Added to | 32,270 | 1,648 | 0.83% | 0.49% | 140 | +13,878 | 75.46% | Q4 2025 | Jan 21, 2026 |
| Pflug Koory, LLC | History | Added to | 32,172 | 1,643 | 0.77% | 0.61% | 141 | +7,218 | 28.93% | Q4 2025 | Jan 20, 2026 |
| MAI Capital Management | History | Reduced | 32,038 | 1,637 | 0.01% | 0.01% | 142 | -8,603 | -21.17% | Q4 2025 | Feb 13, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 31,863 | 1,628 | 0.04% | 0.04% | 143 | +1,652 | 5.47% | Q4 2025 | Feb 17, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Reduced | 31,562 | 1,612 | 0.17% | 0.2% | 144 | -756 | -2.34% | Q4 2025 | Feb 09, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 31,223 | 1,596 | 0.39% | 0.4% | 145 | +1,495 | 5.03% | Q4 2025 | Jan 23, 2026 |
| SPINNAKER TRUST | History | Added to | 30,864 | 1,577 | 0.08% | 0.06% | 146 | +9,863 | 46.96% | Q4 2025 | Feb 10, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 29,681 | 1,516 | 0.02% | 0.02% | 147 | -3,546 | -10.67% | Q4 2025 | Jan 21, 2026 |
| Vise Technologies, Inc. | History | Added to | 29,362 | 1,500 | 0.03% | 0.04% | 148 | +10,258 | 53.7% | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 29,218 | 1,493 | 0.01% | 0.01% | 149 | -98 | -0.33% | Q4 2025 | Feb 12, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 29,189 | 1,491 | 0.1% | 0.1% | 150 | +355 | 1.23% | Q4 2025 | Feb 05, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 28,332 | 1,447 | 0.17% | 0.07% | 151 | +18,102 | 176.95% | Q4 2025 | Jan 26, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 26,969 | 1,378 | 0.07% | 0.1% | 152 | -15,872 | -37.05% | Q4 2025 | Feb 12, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | Added to | 26,925 | 1,375 | 0.59% | 0.57% | 153 | +3,067 | 12.86% | Q4 2025 | Jan 22, 2026 |
| MEMBERS WEALTH LLC | History | New | 26,542 | 1,358 | 0.85% | — | 154 | +26,542 | New | Q4 2025 | Jan 28, 2026 |
| Joel Adams & Associates, Inc. | History | Added to | 26,202 | 1,338 | 1.01% | 1.04% | 155 | +930 | 3.68% | Q4 2025 | Jan 27, 2026 |
| Financial Futures Ltd Liability Co. | History | Added to | 26,107 | 1,334 | 0.62% | 0.37% | 156 | +11,333 | 76.71% | Q4 2025 | Jan 23, 2026 |
| World Investment Advisors | History | Added to | 25,689 | 1,312 | 0.02% | 0.02% | 157 | +5,622 | 28.02% | Q4 2025 | Mar 12, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 25,205 | 1,287 | 0.05% | 0.05% | 158 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Added to | 24,400 | 1,246 | 0.06% | 0.06% | 159 | +1,000 | 4.27% | Q4 2025 | Jan 27, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 24,390 | 1,246 | 0.05% | 0.05% | 160 | -71 | -0.29% | Q4 2025 | Jan 20, 2026 |
| Apex Wealth Management, LLC | History | Reduced | 23,530 | 1,202 | 1.22% | 0.91% | 161 | -1,286 | -5.18% | Q4 2025 | Jan 26, 2026 |
| Michels Family Financial, LLC | History | Reduced | 23,307 | 1,190 | 0.87% | 0.96% | 162 | -758 | -3.15% | Q4 2025 | Feb 19, 2026 |
| Infinity Wealth Counsel, LLC | History | Reduced | 23,052 | 1,177 | 1.07% | 2.01% | 163 | -17,310 | -42.89% | Q4 2025 | Jan 15, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 22,652 | 1,158 | 0.13% | 0.13% | 164 | +42 | 0.19% | Q4 2025 | Jan 21, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 22,180 | 1,133 | 0.0% | 0.0% | 165 | +43 | 0.19% | Q4 2025 | Feb 17, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | No change | 21,997 | 1,124 | 0.14% | 0.14% | 166 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Mutual Advisors, LLC | History | Reduced | 21,907 | 1,119 | 0.02% | 0.03% | 167 | -1,196 | -5.18% | Q4 2025 | Feb 02, 2026 |
| Guardian Wealth Advisors, LLC | History | Reduced | 21,667 | 1,107 | 0.62% | 0.79% | 168 | -5,639 | -20.65% | Q4 2025 | Feb 02, 2026 |
| Westside Investment Management, Inc. | History | Added to | 21,500 | 1,098 | 0.18% | 0.16% | 169 | +1,900 | 9.69% | Q4 2025 | Jan 23, 2026 |
| Live Oak Private Wealth LLC | History | Added to | 20,447 | 1,044 | 0.14% | 0.14% | 170 | +311 | 1.54% | Q4 2025 | Jan 23, 2026 |
| Centurion Wealth Management LLC | History | Added to | 20,351 | 1,039 | 0.23% | 0.15% | 171 | +7,651 | 60.24% | Q4 2025 | Jan 14, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 20,176 | 1,030 | 0.0% | 0.0% | 172 | +2,105 | 11.65% | Q4 2025 | Feb 10, 2026 |
| HERBST GROUP, LLC | History | New | 19,898 | 1,016 | 0.6% | — | 173 | +19,898 | New | Q4 2025 | Jan 16, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 19,830 | 1,013 | 0.01% | — | 174 | +19,830 | New | Q4 2025 | Feb 18, 2026 |
| AE Wealth Management LLC | History | Added to | 19,224 | 982 | 0.01% | 0.0% | 175 | +12,478 | 184.97% | Q4 2025 | Jan 26, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 19,203 | 981 | 0.0% | 0.0% | 176 | +18,811 | 4798.72% | Q4 2025 | Feb 17, 2026 |
| Forbes Financial Planning, Inc. | History | Reduced | 19,033 | 972 | 0.57% | 0.85% | 177 | -6,206 | -24.59% | Q4 2025 | Jan 26, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 18,983 | 970 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Investment Advisory Group, LLC | History | Added to | 18,053 | 922 | 0.24% | 0.25% | 179 | +200 | 1.12% | Q4 2025 | Jan 23, 2026 |
| Lynch Investment Planning, LLC | History | New | 17,993 | 919 | 0.88% | — | 180 | +17,993 | New | Q4 2025 | Feb 24, 2026 |
| Atria Investments, Inc | History | Reduced | 17,790 | 909 | 0.01% | 0.01% | 181 | -1,703 | -8.74% | Q4 2025 | Feb 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 17,697 | 904 | 0.01% | 0.01% | 182 | -2,177 | -10.95% | Q4 2025 | Feb 17, 2026 |
| WIN ADVISORS, INC | History | Added to | 17,653 | 902 | 0.38% | 0.43% | 183 | +481 | 2.8% | Q4 2025 | Feb 04, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 17,635 | 901 | 0.06% | 0.06% | 184 | +1,216 | 7.41% | Q4 2025 | Jan 14, 2026 |
| LANE BROTHERS & CO INC | History | New | 17,416 | 889 | 0.64% | — | 185 | +17,416 | New | Q4 2025 | Mar 13, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 17,327 | 885 | 0.07% | 0.11% | 186 | -10,451 | -37.62% | Q4 2025 | Feb 04, 2026 |
| Core Wealth Advisors, Inc. | History | Added to | 17,291 | 883 | 0.23% | 0.23% | 187 | +133 | 0.78% | Q4 2025 | Feb 17, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 17,025 | 869 | 0.56% | 0.53% | 188 | +1,125 | 7.08% | Q4 2025 | Feb 04, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Reduced | 16,910 | 864 | 0.37% | 0.36% | 189 | -74 | -0.44% | Q4 2025 | Feb 10, 2026 |
| LVZ, Inc. | History | Reduced | 16,591 | 847 | 0.09% | 0.1% | 190 | -693 | -4.01% | Q4 2025 | Feb 10, 2026 |
| NOVEM GROUP | History | Added to | 15,923 | 813 | 0.09% | 0.09% | 191 | +1,533 | 10.65% | Q4 2025 | Jan 27, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 15,794 | 807 | 0.06% | 0.06% | 192 | +37 | 0.23% | Q4 2025 | Feb 11, 2026 |
| RMR Wealth Builders | History | Reduced | 15,550 | 794 | 0.06% | 0.07% | 193 | -400 | -2.51% | Q4 2025 | Jan 29, 2026 |
| Eagle Bluffs Wealth Management LLC | History | Added to | 15,302 | 781 | 0.32% | 0.33% | 194 | +352 | 2.35% | Q4 2025 | Feb 13, 2026 |
| Objective Capital Management, LLC | History | Added to | 15,055 | 769 | 0.78% | 0.36% | 195 | +8,303 | 122.97% | Q4 2025 | Feb 04, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 14,628 | 747 | 0.01% | 0.0% | 196 | +10,195 | 229.98% | Q4 2025 | Feb 17, 2026 |
| Fortis Advisors, LLC | History | Added to | 14,489 | 740 | 0.4% | 0.41% | 197 | +226 | 1.58% | Q4 2025 | Feb 10, 2026 |
| BEACON FINANCIAL GROUP | History | New | 14,273 | 729 | 0.07% | — | 198 | +14,273 | New | Q4 2025 | Apr 01, 2026 |
| Darrow Company, Inc. | History | Added to | 13,959 | 713 | 0.32% | 0.31% | 199 | +870 | 6.65% | Q4 2025 | Jan 27, 2026 |
| Crews Bank & Trust | History | Added to | 13,880 | 709 | 0.1% | 0.07% | 200 | +4,555 | 48.85% | Q4 2025 | Jan 21, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 13,653 | 698 | 0.0% | 0.0% | 201 | -1,591 | -10.44% | Q4 2025 | Feb 11, 2026 |
| Keystone Financial Group | History | Added to | 13,600 | 694 | 0.05% | 0.05% | 202 | +145 | 1.08% | Q4 2025 | Feb 06, 2026 |
| Global Retirement Partners, LLC | History | Added to | 13,254 | 677 | 0.01% | 0.01% | 203 | +7,162 | 117.56% | Q4 2025 | Feb 06, 2026 |
| Capital Analysts, LLC | History | Added to | 13,129 | 671 | 0.02% | 0.02% | 204 | +311 | 2.43% | Q4 2025 | Feb 11, 2026 |
| COMERICA BANK | History | Added to | 12,882 | 658 | 0.0% | 0.0% | 205 | +3,461 | 36.74% | Q4 2025 | Jan 29, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | New | 12,795 | 653 | 0.64% | — | 206 | +12,795 | New | Q4 2025 | Jan 26, 2026 |
| Embree Financial Group | History | Reduced | 12,693 | 648 | 0.08% | 0.1% | 207 | -1,794 | -12.38% | Q4 2025 | Jan 14, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 12,604 | 644 | 0.13% | 0.16% | 208 | -2,269 | -15.26% | Q4 2025 | Jan 05, 2026 |
| VISIONARY HORIZONS, LLC | History | Added to | 12,503 | 638 | 0.33% | 0.26% | 209 | +3,490 | 38.72% | Q4 2025 | Jan 23, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | No change | 12,475 | 637 | 0.19% | 0.2% | 210 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 12,446 | 636 | 0.05% | 0.27% | 211 | -50,384 | -80.19% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 12,328 | 629 | 0.04% | 0.05% | 212 | -928 | -7.0% | Q4 2025 | Jan 23, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 12,132 | 619 | 0.05% | 0.05% | 213 | +1,240 | 11.38% | Q4 2025 | Jan 21, 2026 |
| Syverson Strege & Co | History | Reduced | 12,076 | 617 | 0.15% | 0.22% | 214 | -5,859 | -32.67% | Q4 2025 | Feb 09, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 12,004 | 613 | 0.03% | 0.04% | 215 | +187 | 1.58% | Q4 2025 | Feb 02, 2026 |
| WJ Wealth Management, LLC | History | No change | 11,775 | 601 | 0.26% | 0.27% | 216 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Fiduciary Group, LLC | History | New | 11,645 | 595 | 0.05% | — | 218 | +11,645 | New | Q4 2025 | Feb 12, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 11,647 | 595 | 0.08% | 0.09% | 217 | -1,533 | -11.63% | Q4 2025 | Jan 12, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | Reduced | 11,457 | 585 | 0.13% | 0.15% | 219 | -2,278 | -16.59% | Q4 2025 | Jan 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 11,283 | 576 | 0.01% | 0.0% | 220 | +5,927 | 110.66% | Q4 2025 | Jan 23, 2026 |
| Merit Financial Group, LLC | History | Added to | 11,008 | 562 | 0.0% | 0.01% | 221 | +147 | 1.35% | Q4 2025 | Jan 26, 2026 |
| Foster Victor Wealth Advisors, LLC | History | New | 10,828 | 553 | 0.03% | — | 222 | +10,828 | New | Q4 2025 | Jan 26, 2026 |
| Carrera Capital Advisors | History | New | 10,755 | 549 | 0.09% | — | 223 | +10,755 | New | Q4 2025 | Jan 30, 2026 |
| LANDAAS & CO /WI /ADV | History | New | 10,647 | 544 | 0.12% | — | 224 | +10,647 | New | Q4 2025 | Jan 21, 2026 |
| Cerity Partners LLC | History | Added to | 10,610 | 542 | 0.0% | 0.0% | 225 | +610 | 6.1% | Q4 2025 | Feb 11, 2026 |
| JGP Wealth Management, LLC | History | Added to | 10,463 | 534 | 0.06% | 0.06% | 226 | +60 | 0.58% | Q4 2025 | Jan 12, 2026 |
| Yukon Wealth Management, Inc. | History | New | 10,373 | 529 | 0.3% | — | 229 | +10,373 | New | Q4 2025 | Feb 10, 2026 |
| Boulder Wealth Advisors, LLC | History | Reduced | 10,361 | 529 | 0.22% | 0.36% | 228 | -4,823 | -31.76% | Q4 2025 | Feb 05, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 10,369 | 529 | 0.19% | 0.19% | 227 | +753 | 7.83% | Q4 2025 | Feb 05, 2026 |
| Creative Planning | History | Reduced | 10,339 | 528 | 0.0% | 0.0% | 230 | -313 | -2.94% | Q4 2025 | Feb 17, 2026 |
| IFG Advisory, LLC | History | Added to | 10,293 | 525 | 0.02% | 0.02% | 232 | +1,618 | 18.65% | Q4 2025 | Feb 10, 2026 |
| Hudock, Inc. | History | Added to | 10,278 | 525 | 0.08% | 0.08% | 231 | +141 | 1.39% | Q4 2025 | Feb 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 10,217 | 522 | 0.04% | — | 233 | +10,217 | New | Q4 2025 | Feb 03, 2026 |
| Bison Wealth, LLC | History | New | 10,262 | 519 | 0.06% | — | 234 | +10,262 | New | Q4 2025 | Mar 24, 2026 |
| Smithfield Trust Co | History | No change | 10,091 | 517 | 0.02% | 0.02% | 235 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 10,104 | 516 | 0.01% | 0.01% | 236 | +182 | 1.83% | Q4 2025 | Jan 28, 2026 |
| 4J Wealth Management LLC | History | No change | 10,104 | 516 | 0.3% | 0.3% | 237 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| GW&K Investment Management, LLC | History | Added to | 10,032 | 513 | 0.0% | 0.0% | 238 | +156 | 1.58% | Q4 2025 | Feb 11, 2026 |
| Equitable Holdings, Inc. | History | Added to | 9,986 | 510 | 0.0% | 0.0% | 239 | +1,208 | 13.76% | Q4 2025 | Feb 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 9,900 | 505 | 0.0% | 0.0% | 240 | +2,800 | 39.44% | Q4 2025 | Jan 15, 2026 |
| Ancora Advisors LLC | History | Reduced | 9,766 | 499 | 0.01% | 0.01% | 241 | -3,974 | -28.92% | Q4 2025 | Feb 17, 2026 |
| Aviso Financial Inc. | History | No change | 9,771 | 499 | 0.02% | 0.02% | 242 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ORG Partners LLC | History | Reduced | 9,594 | 490 | 0.09% | 0.09% | 243 | -22,318 | -69.94% | Q4 2025 | Jan 14, 2026 |
| Journey Advisory Group, LLC | History | Added to | 9,523 | 486 | 0.04% | 0.02% | 245 | +4,592 | 93.13% | Q4 2025 | Jan 27, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 9,525 | 486 | 0.15% | 0.16% | 244 | +54 | 0.57% | Q4 2025 | Jan 07, 2026 |
| Cross Staff Investments Inc | History | No change | 9,485 | 484 | 0.27% | 0.34% | 246 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| Professional Financial Advisors, LLC | History | New | 9,430 | 481 | 0.1% | — | 247 | +9,430 | New | Q4 2025 | Jan 15, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 9,394 | 480 | 0.01% | 0.01% | 248 | +147 | 1.59% | Q4 2025 | Feb 12, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 9,363 | 478 | 0.2% | 0.32% | 249 | -5,390 | -36.53% | Q4 2025 | Feb 05, 2026 |
| Valley Financial Group, Inc. | History | Reduced | 9,064 | 463 | 0.26% | 0.32% | 250 | -2,077 | -18.64% | Q4 2025 | Feb 18, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 8,996 | 459 | 0.01% | 0.02% | 251 | -5,498 | -37.93% | Q4 2025 | Feb 13, 2026 |
| Sowell Financial Services LLC | History | Added to | 8,958 | 457 | 0.02% | 0.02% | 252 | +829 | 10.2% | Q4 2025 | Jan 21, 2026 |
| SOL Capital Management CO | History | No change | 8,850 | 452 | 0.04% | 0.04% | 253 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| WBI INVESTMENTS, LLC | History | Reduced | 8,809 | 450 | 0.12% | 0.16% | 254 | -3,570 | -28.84% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 8,683 | 443 | 0.01% | 0.01% | 255 | +2,247 | 34.91% | Q4 2025 | Feb 06, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 8,648 | 441 | 0.08% | 0.08% | 256 | +123 | 1.44% | Q4 2025 | Jan 27, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 8,626 | 440 | 0.02% | 0.02% | 257 | +378 | 4.58% | Q4 2025 | Feb 02, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 8,561 | 437 | 0.02% | 0.02% | 258 | +884 | 11.51% | Q4 2025 | Jan 13, 2026 |
| CVA Family Office, LLC | History | Added to | 8,314 | 424 | 0.05% | 0.01% | 259 | +7,196 | 643.65% | Q4 2025 | Jan 12, 2026 |
| CoreCap Advisors, LLC | History | Added to | 8,281 | 423 | 0.01% | 0.01% | 260 | +315 | 3.95% | Q4 2025 | Jan 13, 2026 |
| Oxinas Partners, LLC | History | Added to | 8,145 | 416 | 0.2% | 0.22% | 262 | +89 | 1.1% | Q4 2025 | Jan 26, 2026 |
| Somerset Group LLC | History | No change | 8,152 | 416 | 0.31% | 0.33% | 261 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Compound Planning, Inc. | History | Reduced | 8,034 | 410 | 0.01% | 0.01% | 263 | -119 | -1.46% | Q4 2025 | Feb 19, 2026 |
| EP Wealth Advisors, LLC | History | New | 8,008 | 409 | 0.0% | — | 264 | +8,008 | New | Q4 2025 | Feb 18, 2026 |
| Physician Wealth Solutions Inc. | History | Added to | 7,926 | 405 | 0.17% | 0.18% | 265 | +29 | 0.37% | Q4 2025 | Jan 12, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 7,866 | 401 | 0.06% | 0.06% | 266 | +648 | 8.98% | Q4 2025 | Feb 09, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Reduced | 7,842 | 400 | 0.12% | 0.1% | 267 | -407 | -4.93% | Q4 2025 | Jan 29, 2026 |
| COURIER CAPITAL LLC | History | No change | 7,827 | 399 | 0.02% | 0.02% | 268 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 7,667 | 391 | 0.01% | 0.01% | 269 | +25 | 0.33% | Q4 2025 | Feb 09, 2026 |
| North Capital, Inc. | History | Reduced | 7,498 | 383 | 0.33% | 0.3% | 270 | -1 | -0.01% | Q4 2025 | Feb 18, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 7,210 | 368 | 0.0% | 0.0% | 271 | -440 | -5.75% | Q4 2025 | Jan 30, 2026 |
| Luken Investment Analytics, LLC | History | Reduced | 7,187 | 367 | 0.14% | 0.2% | 272 | -2,754 | -27.7% | Q4 2025 | Feb 03, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 7,180 | 366 | 0.08% | 0.1% | 273 | -884 | -10.96% | Q4 2025 | Feb 17, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 7,112 | 363 | 0.02% | 0.02% | 274 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| XY Planning Network, Inc. | History | New | 7,048 | 360 | 0.06% | — | 275 | +7,048 | New | Q4 2025 | Jan 26, 2026 |
| ETF Store, Inc. | History | Reduced | 7,032 | 359 | 0.37% | 0.4% | 277 | -357 | -4.83% | Q4 2025 | Jan 22, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 7,032 | 359 | 0.01% | 0.01% | 276 | +2 | 0.03% | Q4 2025 | Jan 23, 2026 |
| Parallel Advisors, LLC | History | Reduced | 6,971 | 356 | 0.01% | 0.01% | 278 | -527 | -7.03% | Q4 2025 | Feb 11, 2026 |
| MERIDIAN MANAGEMENT CO | History | No change | 6,900 | 352 | 0.09% | 0.09% | 279 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MGO ONE SEVEN LLC | History | New | 6,881 | 351 | 0.01% | — | 280 | +6,881 | New | Q4 2025 | Feb 03, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 6,795 | 347 | 0.04% | 0.04% | 281 | -200 | -2.86% | Q4 2025 | Jan 20, 2026 |
| Waycross Investment Management Co | History | No change | 6,794 | 347 | 0.31% | 0.36% | 282 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Intrua Financial, LLC | History | No change | 6,752 | 345 | 0.04% | 0.04% | 283 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 6,751 | 344 | 0.01% | 0.01% | 284 | +588 | 9.54% | Q4 2025 | Jan 14, 2026 |
| Larson Financial Group LLC | History | Added to | 6,579 | 336 | 0.01% | 0.01% | 285 | +9 | 0.14% | Q4 2025 | Feb 06, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 6,573 | 335 | 0.03% | 0.03% | 286 | +136 | 2.11% | Q4 2025 | Jan 09, 2026 |
| Strategic Wealth Advisors LLC | History | New | 6,421 | 328 | 0.28% | — | 287 | +6,421 | New | Q4 2025 | Feb 03, 2026 |
| Arkfeld Wealth Strategies, L.L.C. | History | Added to | 6,405 | 327 | 0.11% | 0.12% | 288 | +12 | 0.19% | Q4 2025 | Jan 12, 2026 |
| Windsor Capital Management, LLC | History | Reduced | 6,379 | 325 | 0.09% | 0.09% | 289 | -68 | -1.05% | Q4 2025 | Jan 15, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | New | 6,352 | 324 | 0.09% | — | 290 | +6,352 | New | Q4 2025 | Feb 12, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 6,245 | 319 | 0.02% | 0.02% | 291 | +149 | 2.44% | Q4 2025 | Feb 04, 2026 |
| Wellington Shields Capital Management, LLC | History | No change | 6,184 | 316 | 0.05% | 0.05% | 292 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Nikulski Financial, Inc. | History | No change | 6,135 | 313 | 0.07% | 0.08% | 293 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Symmetry Partners, LLC | History | No change | 6,044 | 308 | 0.02% | 0.03% | 294 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Members Advisory Group LLC | History | Reduced | 6,023 | 307 | 0.12% | 4.54% | 295 | -244,229 | -97.59% | Q4 2025 | Jan 27, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 5,955 | 304 | 0.0% | 0.0% | 296 | -1,262 | -17.49% | Q4 2025 | Feb 05, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 5,949 | 304 | 0.02% | 0.03% | 297 | -404 | -6.36% | Q4 2025 | Jan 23, 2026 |
| GS Investments, Inc. | History | Reduced | 5,940 | 303 | 0.16% | 0.2% | 298 | -2,025 | -25.42% | Q4 2025 | Feb 09, 2026 |
| VANCE WEALTH, LLC | History | Added to | 5,898 | 301 | 0.09% | 0.09% | 299 | +117 | 2.02% | Q4 2025 | Feb 17, 2026 |
| Shum Financial Group, Inc. | History | Reduced | 5,649 | 288 | 0.21% | 0.31% | 300 | -2,368 | -29.54% | Q4 2025 | Jan 15, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 5,577 | 284 | 0.12% | 0.12% | 302 | +41 | 0.74% | Q4 2025 | Jan 22, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 5,570 | 284 | 0.05% | 0.05% | 301 | +24 | 0.43% | Q4 2025 | Feb 12, 2026 |
| Advisory Services Network, LLC | History | Reduced | 5,540 | 283 | 0.0% | 0.0% | 303 | -374 | -6.32% | Q4 2025 | Feb 17, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 5,484 | 280 | 0.02% | 0.02% | 304 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BLUELINE ADVISORS LLC | History | New | 5,462 | 279 | 0.23% | — | 305 | +5,462 | New | Q4 2025 | Feb 10, 2026 |
| TrueWealth Advisors, LLC | History | No change | 5,453 | 278 | 0.07% | 0.08% | 306 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Guided Capital Wealth Management, LLC | History | Reduced | 5,323 | 272 | 0.19% | 0.24% | 307 | -176 | -3.2% | Q4 2025 | Jan 15, 2026 |
| Western Wealth Management, LLC | History | Reduced | 5,225 | 266 | 0.01% | 0.01% | 308 | -37 | -0.7% | Q4 2025 | Feb 05, 2026 |
| PARAGON CAPITAL MANAGEMENT INC | History | Reduced | 5,184 | 264 | 0.2% | 0.22% | 310 | -463 | -8.2% | Q4 2025 | Jan 23, 2026 |
| Caprock Group, LLC | History | Reduced | 5,180 | 264 | 0.01% | 0.01% | 309 | -116 | -2.19% | Q4 2025 | Jan 28, 2026 |
| Insight Wealth Strategies, LLC | History | Reduced | 5,150 | 263 | 0.03% | 0.04% | 312 | -2,189 | -29.83% | Q4 2025 | Jan 02, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 5,155 | 263 | 0.0% | 0.0% | 311 | -247 | -4.57% | Q4 2025 | Feb 12, 2026 |
| Madrona Financial Services, LLC | History | No change | 5,135 | 262 | 0.06% | 0.06% | 313 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 5,135 | 262 | 0.01% | 0.01% | 314 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 5,098 | 260 | 0.1% | 0.1% | 315 | +21 | 0.41% | Q4 2025 | Feb 04, 2026 |
| TOMPKINS FINANCIAL CORP | History | New | 5,063 | 258 | 0.02% | — | 316 | +5,063 | New | Q4 2025 | Jan 08, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 5,041 | 257 | 0.03% | 0.03% | 317 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Allworth Financial LP | History | New | 5,000 | 255 | 0.0% | — | 318 | +5,000 | New | Q4 2025 | Feb 05, 2026 |
| BARCLAYS PLC | History | No change | 4,970 | 253 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 4,928 | 251 | 0.0% | 0.0% | 320 | +980 | 24.82% | Q4 2025 | Feb 09, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 4,900 | 250 | 0.16% | 0.18% | 321 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PFG Advisors | History | Reduced | 4,881 | 249 | 0.01% | 0.02% | 323 | -3,912 | -44.49% | Q4 2025 | Jan 27, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 4,888 | 249 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 4,801 | 245 | 0.0% | — | 324 | +4,801 | New | Q4 2025 | Feb 17, 2026 |
| Flaharty Asset Management, LLC | History | No change | 4,810 | 245 | 0.03% | 0.03% | 325 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| LongView Wealth Management | History | New | 4,786 | 244 | 0.06% | — | 326 | +4,786 | New | Q4 2025 | Jan 13, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | New | 4,648 | 237 | 0.16% | — | 327 | +4,648 | New | Q4 2025 | Jan 27, 2026 |
| Apeiron RIA LLC | History | No change | 4,605 | 235 | 0.05% | 0.05% | 328 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 4,568 | 233 | 0.01% | 0.03% | 329 | -7,626 | -62.54% | Q4 2025 | Feb 13, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 4,520 | 230 | 0.03% | 0.03% | 330 | -183 | -3.89% | Q4 2025 | Feb 03, 2026 |
| Blue Trust, Inc. | History | New | 4,488 | 229 | 0.0% | — | 331 | +4,488 | New | Q4 2025 | Jan 16, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 4,480 | 228 | 0.0% | — | 333 | +4,480 | New | Q4 2025 | Feb 13, 2026 |
| WestHill Financial Advisors, Inc. | History | No change | 4,478 | 228 | 0.04% | 0.04% | 332 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 4,344 | 221 | 0.02% | 0.02% | 335 | -577 | -11.73% | Q4 2025 | Jan 26, 2026 |
| FMR LLC | History | Added to | 4,334 | 221 | 0.0% | 0.0% | 334 | +232 | 5.66% | Q4 2025 | Feb 17, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 4,315 | 220 | 0.04% | 0.05% | 337 | -456 | -9.56% | Q4 2025 | Jan 09, 2026 |
| New Capital Management LP | History | Reduced | 4,307 | 220 | 0.06% | 0.06% | 336 | -148 | -3.32% | Q4 2025 | Jan 20, 2026 |
| Quartz Partners, LLC | History | New | 4,288 | 219 | 0.08% | — | 338 | +4,288 | New | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 4,272 | 218 | 0.02% | 0.02% | 339 | -1,285 | -23.12% | Q4 2025 | Feb 02, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | New | 4,180 | 213 | 0.08% | — | 340 | +4,180 | New | Q4 2025 | Feb 13, 2026 |
| Legacy Capital Group California, Inc. | History | Reduced | 4,096 | 209 | 0.05% | 0.06% | 342 | -591 | -12.61% | Q4 2025 | Jan 28, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 4,097 | 209 | 0.19% | 0.21% | 343 | -346 | -7.79% | Q4 2025 | Jan 29, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 4,106 | 209 | 0.01% | 0.01% | 341 | +4 | 0.1% | Q4 2025 | Jan 21, 2026 |
| REGIONS FINANCIAL CORP | History | New | 4,000 | 204 | 0.0% | — | 346 | +4,000 | New | Q4 2025 | Jan 27, 2026 |
| BLAIR WILLIAM & CO/IL | History | New | 3,997 | 204 | 0.0% | — | 344 | +3,997 | New | Q4 2025 | Feb 17, 2026 |
| INGALLS & SNYDER LLC | History | No change | 4,000 | 204 | 0.01% | 0.01% | 345 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Argos Wealth Advisors, LLC | History | New | 3,934 | 201 | 0.05% | — | 347 | +3,934 | New | Q4 2025 | Feb 04, 2026 |
| Advisors Preferred, LLC | History | New | 3,919 | 200 | 0.03% | — | 348 | +3,919 | New | Q4 2025 | Feb 02, 2026 |
| A4 Wealth Advisors LLC | History | Reduced | 3,928 | 200 | 0.17% | 0.24% | 349 | -1,638 | -29.43% | Q4 2025 | Feb 13, 2026 |
| Spire Wealth Management | History | Added to | 3,906 | 199 | 0.01% | 0.0% | 350 | +2,000 | 104.93% | Q4 2025 | Jan 14, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 3,877 | 198 | 0.2% | — | 351 | +3,877 | New | Q4 2025 | Feb 19, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 3,822 | 195 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 3,130 | 159 | 0.01% | 0.01% | 353 | -48 | -1.51% | Q4 2025 | Jan 21, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,928 | 149 | 0.0% | 0.0% | 354 | -39,369 | -93.08% | Q4 2025 | Feb 11, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 2,930 | 149 | 0.01% | 0.01% | 355 | +111 | 3.94% | Q4 2025 | Jan 20, 2026 |
| Wellington Shields & Co., LLC | History | Added to | 2,646 | 135 | 0.03% | — | 356 | +2,635 | 23954.55% | Q4 2025 | Feb 09, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 2,293 | 117 | 0.0% | 0.0% | 357 | +231 | 11.2% | Q4 2025 | Jan 28, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 2,287 | 116 | 0.06% | 0.06% | 358 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Clayton Financial Group LLC | History | Reduced | 1,999 | 102 | 0.05% | 0.23% | 360 | -4,174 | -67.62% | Q4 2025 | Jan 21, 2026 |
| US BANCORP \DE\ | History | New | 2,000 | 102 | 0.0% | — | 359 | +2,000 | New | Q4 2025 | Jan 30, 2026 |
| MASECO LLP | History | New | 1,718 | 87 | 0.0% | — | 361 | +1,718 | New | Q4 2025 | Jan 22, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Added to | 1,419 | 72 | 0.04% | 0.04% | 362 | +6 | 0.42% | Q4 2025 | Feb 18, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 1,203 | 61 | 0.0% | 0.01% | 363 | -1,022 | -45.93% | Q4 2025 | Jan 21, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 1,115 | 56 | 0.01% | 0.01% | 364 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Davidson Capital Management Inc. | History | No change | 1,085 | 55 | 0.01% | 0.01% | 365 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| TSFG, LLC | History | No change | 900 | 46 | 0.01% | 0.01% | 366 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MidAtlantic Capital Management, Inc. | History | New | 897 | 45 | 0.03% | — | 367 | +897 | New | Q4 2025 | Feb 10, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 880 | 44 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Indiana Trust & Investment Management Co | History | Reduced | 794 | 40 | 0.01% | 0.01% | 369 | -140 | -14.99% | Q4 2025 | Jan 21, 2026 |
| LGT Financial Advisors LLC | History | No change | 747 | 38 | 0.23% | 0.08% | 370 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 676 | 34 | 0.03% | — | 372 | +676 | New | Q4 2025 | Feb 10, 2026 |
| Hurley Capital, LLC | History | Added to | 681 | 34 | 0.02% | 0.02% | 371 | +11 | 1.64% | Q4 2025 | Feb 17, 2026 |
| DT Investment Partners, LLC | History | Reduced | 619 | 31 | 0.0% | 0.01% | 373 | -1,876 | -75.19% | Q4 2025 | Feb 10, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 500 | 25 | 0.01% | 0.01% | 374 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Financial Management Professionals, Inc. | History | No change | 495 | 25 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | Added to | 310 | 15 | 0.04% | 0.01% | 377 | +195 | 169.57% | Q4 2025 | Feb 17, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 296 | 15 | 0.01% | 0.01% | 376 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | New | 250 | 12 | 0.0% | — | 379 | +250 | New | Q4 2025 | Feb 10, 2026 |
| RMG Wealth Management LLC | History | New | 132 | 12 | 0.0% | — | 378 | +132 | New | Q4 2025 | Jan 29, 2026 |
| City State Bank | History | No change | 174 | 8 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| JNBA Financial Advisors | History | Added to | 130 | 6 | 0.0% | 0.0% | 381 | +2 | 1.56% | Q4 2025 | Jan 26, 2026 |
| Anchor Investment Management, LLC | History | Added to | 127 | 6 | 0.0% | 0.0% | 382 | +2 | 1.6% | Q4 2025 | Feb 26, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 128 | 6 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | No change | 100 | 5 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | No change | 101 | 5 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Hughes Financial Services, LLC | History | No change | 101 | 5 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Arax Advisory Partners | History | New | 95 | 4 | 0.0% | — | 387 | +95 | New | Q4 2025 | Feb 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 92 | 4 | 0.0% | 0.0% | 388 | +7 | 8.24% | Q4 2025 | Jan 29, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 91 | 4 | 0.0% | 0.0% | 389 | +1 | 1.11% | Q4 2025 | Feb 17, 2026 |
| Winch Advisory Services, LLC | History | Added to | 77 | 3 | 0.0% | 0.0% | 390 | +1 | 1.32% | Q4 2025 | Feb 03, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 21 | 1 | 0.0% | — | 391 | +21 | New | Q4 2025 | Feb 05, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -236,100 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Canal Insurance CO | History | Closed out | 0 | 0 | — | 1.09% | — | -100,000 | -100.0% | Q3 2025 | Oct 27, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,289 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -18,531 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Dakota Wealth Management | History | Closed out | 0 | 0 | — | 0.01% | — | -9,831 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Stanich Group LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -8,322 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Tyche Wealth Partners LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -8,320 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -8,061 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -7,218 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BBR PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,918 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Shared Vision Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -5,489 | -100.0% | Q3 2025 | Oct 30, 2025 |
| NORTHERN TRUST CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -4,994 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Gerber Kawasaki Wealth & Investment Management | History | Closed out | 0 | 0 | — | 0.01% | — | -4,909 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,614 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bragg Financial Advisors, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -4,386 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,252 | -100.0% | Q3 2025 | Nov 14, 2025 |
| D.A. DAVIDSON & CO. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,135 | -100.0% | Q3 2025 | Oct 22, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -3,160 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Aptus Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,637 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,414 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Dunhill Financial, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -500 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Friedenthal Financial | History | Closed out | 0 | 0 | — | 0.01% | — | -495 | -100.0% | Q3 2025 | Oct 15, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -333 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Hopwood Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 06, 2025 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -89 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Raleigh Capital Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q3 2025 | Nov 04, 2025 |
| NBC SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -52 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GAMMA Investing LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q3 2025 | Oct 02, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q3 2025 | Jan 12, 2026 |
| CVS HEALTH Corp | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 13, 2026 |
| HighMark Wealth Management LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |