Banco Santander, S.A. - SAN
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 118 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fisher Asset Management, LLC | History | Reduced | 96,865,591 | 1,136,233 | 0.39% | 0.41% | 1 | -10,763,516 | -10.0% | Q4 2025 | Feb 09, 2026 |
| MORGAN STANLEY | History | Added to | 56,109,418 | 658,163 | 0.04% | 0.03% | 2 | +1,719,432 | 3.16% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 36,862,371 | 432,395 | 0.02% | 0.02% | 3 | +2,743,002 | 8.04% | Q4 2025 | Feb 17, 2026 |
| Mondrian Investment Partners LTD | History | Reduced | 24,614,574 | 288,728 | 4.76% | 4.72% | 4 | -2,374,494 | -8.8% | Q4 2025 | Feb 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 18,046,574 | 211,686 | 0.03% | 0.02% | 5 | +408,089 | 2.31% | Q4 2025 | Mar 25, 2026 |
| Capital International Investors | History | Added to | 14,766,849 | 174,839 | 0.03% | 0.02% | 6 | +237,825 | 1.64% | Q4 2025 | Feb 11, 2026 |
| BlackRock, Inc. | History | Added to | 14,863,876 | 174,353 | 0.0% | 0.0% | 7 | +1,136,916 | 8.28% | Q4 2025 | Feb 12, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 13,961,036 | 163,762 | 0.44% | 0.4% | 8 | -20,367 | -0.15% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 12,745,454 | 149,504 | 0.02% | 0.02% | 9 | -98,575 | -0.77% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 10,877,077 | 127,588 | 0.03% | 0.02% | 10 | -41,842 | -0.38% | Q4 2025 | Feb 12, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 9,400,907 | 110,272 | 0.19% | 0.16% | 11 | +419,035 | 4.67% | Q4 2025 | Feb 12, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 8,983,771 | 105,379 | 0.08% | 0.07% | 12 | -150,129 | -1.64% | Q4 2025 | Feb 11, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 8,883,083 | 104,198 | 0.18% | 0.13% | 13 | -328,590 | -3.57% | Q4 2025 | Feb 17, 2026 |
| TODD ASSET MANAGEMENT LLC | History | Added to | 7,630,413 | 89,504 | 1.74% | 1.58% | 14 | +194,081 | 2.61% | Q4 2025 | Feb 09, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 7,158,257 | 83,966 | 0.52% | 0.47% | 15 | +2,204 | 0.03% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 5,802,874 | 68,067 | 0.02% | 0.02% | 16 | +249,943 | 4.5% | Q4 2025 | Feb 10, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 5,456,598 | 64,005 | 0.04% | 0.07% | 17 | -5,276,442 | -49.16% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 5,214,366 | 61,164 | 0.0% | 0.0% | 18 | +895,997 | 20.75% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 4,926,678 | 57,789 | 0.03% | 0.02% | 19 | +609,834 | 14.13% | Q4 2025 | Feb 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Added to | 4,861,360 | 57,024 | 0.43% | 0.36% | 20 | +349,000 | 7.73% | Q4 2025 | Jan 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 4,121,476 | 48,357 | 0.02% | 0.01% | 21 | +20,708 | 0.5% | Q4 2025 | Feb 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,861,224 | 45,292 | 0.01% | 0.01% | 22 | +83,477 | 2.21% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,220,998 | 37,782 | 0.0% | 0.0% | 23 | +266,832 | 9.03% | Q4 2025 | Feb 11, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 3,067,184 | 35,978 | 0.05% | 0.05% | 24 | -219,815 | -6.69% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,479,617 | 29,087 | 0.0% | — | 25 | +2,479,617 | New | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 2,246,410 | 26,350 | 0.0% | 0.0% | 26 | +268,043 | 13.55% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 1,965,942 | 23,060 | 0.02% | 0.01% | 27 | +183,954 | 10.32% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 1,922,870 | 22,555 | 0.12% | 0.12% | 28 | +4,047 | 0.21% | Q4 2025 | Feb 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 1,861,905 | 21,840 | 0.04% | 0.04% | 29 | +541,374 | 41.0% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 1,545,866 | 18,133 | 0.0% | 0.0% | 30 | +94,531 | 6.51% | Q4 2025 | Feb 11, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 1,335,164 | 15,661 | 0.17% | 0.16% | 31 | +67,240 | 5.3% | Q4 2025 | Feb 02, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 1,289,067 | 15,120 | 0.01% | 0.01% | 32 | +250,317 | 24.1% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 1,222,217 | 14,336 | 0.02% | 0.02% | 33 | +42,629 | 3.61% | Q4 2025 | Feb 18, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,162,201 | 13,632 | 0.0% | 0.0% | 34 | +170,416 | 17.18% | Q4 2025 | Feb 10, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 1,130,317 | 13,258 | 0.19% | 0.2% | 35 | -149,936 | -11.71% | Q4 2025 | Feb 03, 2026 |
| Mariner, LLC | History | Added to | 1,070,726 | 12,565 | 0.01% | 0.01% | 36 | +89,700 | 9.14% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 999,826 | 11,728 | 0.01% | 0.01% | 37 | +36,529 | 3.79% | Q4 2025 | Feb 13, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Reduced | 71,409 | 11,522 | 2.77% | 3.95% | 38 | -1,600,504 | -95.73% | Q4 2025 | Feb 12, 2026 |
| Capital Wealth Planning, LLC | History | Added to | 939,147 | 11,335 | 0.07% | 0.04% | 39 | +438,971 | 87.76% | Q4 2025 | Feb 11, 2026 |
| Pathstone Holdings, LLC | History | New | 933,437 | 10,949 | 0.04% | — | 40 | +933,437 | New | Q4 2025 | Feb 13, 2026 |
| Steamboat Capital Partners, LLC | History | Reduced | 903,926 | 10,603 | 2.91% | 3.76% | 41 | -473,620 | -34.38% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Reduced | 900,485 | 10,562 | 0.02% | 0.02% | 42 | -41,759 | -4.43% | Q4 2025 | Feb 11, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 872,724 | 10,237 | 0.15% | 0.17% | 43 | -462,495 | -34.64% | Q4 2025 | Feb 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 827,552 | 9,707 | 0.02% | 0.02% | 44 | +164,205 | 24.75% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 808,499 | 9,483 | 0.01% | 0.01% | 45 | +20,426 | 2.59% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | New | 791,045 | 9,278 | 0.0% | — | 46 | +791,045 | New | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Added to | 764,056 | 9,022 | 0.0% | 0.0% | 47 | +235,207 | 44.48% | Q4 2025 | Feb 13, 2026 |
| DV EQUITIES, LLC | History | New | 757,680 | 8,887 | 1.59% | — | 48 | +757,680 | New | Q4 2025 | Feb 17, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 756,489 | 8,873 | 0.1% | 0.08% | 49 | +62,034 | 8.93% | Q4 2025 | Feb 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 742,060 | 8,704 | 0.06% | 0.06% | 50 | +4,136 | 0.56% | Q4 2025 | Feb 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 727,361 | 8,531 | 0.08% | 0.08% | 51 | +2,379 | 0.33% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Added to | 713,050 | 8,364 | 0.01% | 0.01% | 52 | +89,253 | 14.31% | Q4 2025 | Jan 30, 2026 |
| Cetera Investment Advisers | History | Added to | 644,694 | 7,562 | 0.01% | 0.01% | 53 | +33,549 | 5.49% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 644,252 | 7,557 | 0.01% | 0.0% | 54 | +28,913 | 4.7% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 642,792 | 7,539 | 0.0% | 0.0% | 55 | +176,911 | 37.97% | Q4 2025 | Feb 17, 2026 |
| Optiver Holding B.V. | History | New | 624,908 | 7,330 | 0.0% | — | 56 | +624,908 | New | Q4 2025 | Feb 17, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 598,249 | 7,017 | 0.04% | 0.03% | 57 | +97,659 | 19.51% | Q4 2025 | Jan 27, 2026 |
| CITIGROUP INC | History | Reduced | 594,389 | 6,972 | 0.0% | 0.01% | 58 | -887,072 | -59.88% | Q4 2025 | Feb 13, 2026 |
| Callan Family Office, LLC | History | Added to | 573,704 | 6,729 | 0.14% | 0.11% | 59 | +248,722 | 76.53% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Added to | 556,816 | 6,531 | 0.0% | 0.0% | 60 | +127,405 | 29.67% | Q4 2025 | Jan 29, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 531,411 | 6,233 | 0.19% | 0.18% | 61 | +2,803 | 0.53% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 519,836 | 6,097 | 0.01% | 0.01% | 62 | +5,680 | 1.1% | Q4 2025 | Feb 06, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 515,311 | 6,044 | 0.06% | 0.05% | 63 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 509,010 | 5,970 | 0.12% | — | 64 | +509,010 | New | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 507,671 | 5,954 | 0.0% | 0.0% | 65 | -98,566 | -16.26% | Q4 2025 | Feb 17, 2026 |
| MARIETTA INVESTMENT PARTNERS LLC | History | Added to | 476,442 | 5,588 | 1.11% | 0.71% | 66 | +123,692 | 35.07% | Q4 2025 | Feb 10, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 474,110 | 5,561 | 0.02% | 0.01% | 67 | +251,815 | 113.28% | Q4 2025 | Feb 13, 2026 |
| Vident Advisory, LLC | History | Reduced | 462,955 | 5,430 | 0.05% | 0.05% | 68 | -31,186 | -6.31% | Q4 2025 | Feb 18, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 441,801 | 5,182 | 0.04% | 0.03% | 69 | +15,779 | 3.7% | Q4 2025 | Jan 05, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 424,463 | 4,978 | 0.01% | 0.0% | 70 | +100,011 | 30.82% | Q4 2025 | Feb 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 417,677 | 4,899 | 0.07% | 0.06% | 71 | +111,235 | 36.3% | Q4 2025 | Feb 06, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 405,991 | 4,762 | 0.01% | 0.01% | 72 | +7,555 | 1.9% | Q4 2025 | Feb 10, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 404,068 | 4,739 | 0.09% | 0.08% | 73 | +5,263 | 1.32% | Q4 2025 | Jan 23, 2026 |
| Integrated Quantitative Investments LLC | History | Added to | 395,500 | 4,639 | 1.0% | 0.92% | 74 | +85,586 | 27.62% | Q4 2025 | Feb 12, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 384,262 | 4,507 | 0.0% | 0.0% | 75 | +72,428 | 23.23% | Q4 2025 | Feb 13, 2026 |
| NewEdge Wealth, LLC | History | Added to | 372,175 | 4,365 | 0.05% | 0.05% | 76 | +25,591 | 7.38% | Q4 2025 | Feb 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 357,048 | 4,188 | 0.0% | 0.0% | 77 | -20,869 | -5.52% | Q4 2025 | Feb 06, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 356,578 | 4,182 | 0.05% | 0.05% | 78 | -36,572 | -9.3% | Q4 2025 | Feb 02, 2026 |
| SIGNATUREFD, LLC | History | Added to | 355,895 | 4,174 | 0.06% | 0.06% | 79 | +11,690 | 3.4% | Q4 2025 | Jan 20, 2026 |
| Ethic Inc. | History | Reduced | 353,448 | 4,145 | 0.06% | 0.06% | 80 | -22,137 | -5.89% | Q4 2025 | Feb 03, 2026 |
| Arlington Capital Management, Inc. | History | Reduced | 340,204 | 3,990 | 2.45% | 2.28% | 81 | -892 | -0.26% | Q4 2025 | Jan 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 335,301 | 3,932 | 0.0% | 0.0% | 82 | -7,437 | -2.17% | Q4 2025 | Feb 17, 2026 |
| Naviter Wealth, LLC | History | Reduced | 332,041 | 3,894 | 0.51% | 0.43% | 83 | -23,955 | -6.73% | Q4 2025 | Jan 21, 2026 |
| Corient Private Wealth LLC | History | Added to | 328,040 | 3,847 | 0.01% | 0.01% | 84 | +16,929 | 5.44% | Q4 2025 | Mar 09, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 315,026 | 3,695 | 0.02% | 0.0% | 85 | +235,063 | 293.96% | Q4 2025 | Jan 29, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 309,533 | 3,630 | 0.01% | 24.05% | 86 | -184,791 | -37.38% | Q4 2025 | Feb 17, 2026 |
| Calamos Wealth Management LLC | History | Added to | 309,079 | 3,625 | 0.12% | 0.11% | 87 | +17,039 | 5.83% | Q4 2025 | Jan 29, 2026 |
| Focus Partners Wealth | History | Added to | 303,768 | 3,555 | 0.0% | 0.0% | 88 | +53,983 | 21.61% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 300,126 | 3,520 | 0.0% | 0.0% | 89 | +24,995 | 9.08% | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 296,939 | 3,483 | 0.0% | 0.0% | 90 | -92,966 | -23.84% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | New | 294,543 | 3,454 | 0.0% | — | 91 | +294,543 | New | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 285,494 | 3,348 | 0.0% | 0.0% | 92 | -89,220 | -23.81% | Q4 2025 | Feb 17, 2026 |
| CacheTech Inc. | History | Reduced | 280,875 | 3,294 | 0.61% | 0.6% | 93 | -2,783 | -0.98% | Q4 2025 | Feb 18, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 276,291 | 3,240 | 0.05% | 0.04% | 94 | +57,154 | 26.08% | Q4 2025 | Feb 12, 2026 |
| &PARTNERS | History | Added to | 273,355 | 3,206 | 0.02% | 0.01% | 95 | +126,599 | 86.26% | Q4 2025 | Feb 17, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 255,122 | 2,992 | 0.28% | 0.26% | 96 | +6,012 | 2.41% | Q4 2025 | Jan 30, 2026 |
| Forum Financial Management, LP | History | No change | 254,344 | 2,983 | 0.04% | 0.04% | 97 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Compound Planning, Inc. | History | Added to | 253,126 | 2,969 | 0.09% | 0.08% | 98 | +27,247 | 12.06% | Q4 2025 | Feb 19, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 251,288 | 2,947 | 0.14% | 0.13% | 99 | +6,057 | 2.47% | Q4 2025 | Feb 11, 2026 |
| OPAL CAPITAL LLC | History | New | 249,310 | 2,926 | 0.73% | — | 100 | +249,310 | New | Q4 2025 | Feb 17, 2026 |
| TrueMark Investments, LLC | History | Added to | 247,661 | 2,905 | 0.55% | 0.39% | 101 | +32,232 | 14.96% | Q4 2025 | Jan 14, 2026 |
| Point72 Asset Management, L.P. | History | New | 245,882 | 2,884 | 0.0% | — | 102 | +245,882 | New | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | Added to | 244,867 | 2,872 | 0.0% | 0.0% | 103 | +43,309 | 21.49% | Q4 2025 | Feb 13, 2026 |
| Adams Wealth Management | History | Reduced | 244,223 | 2,864 | 0.61% | 0.58% | 104 | -16,013 | -6.15% | Q4 2025 | Feb 18, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 244,117 | 2,863 | 0.01% | 0.01% | 105 | +3,161 | 1.31% | Q4 2025 | Feb 12, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 231,936 | 2,769 | 0.03% | 0.03% | 106 | -2,460 | -1.05% | Q4 2025 | Jan 21, 2026 |
| Caprock Group, LLC | History | Added to | 231,800 | 2,719 | 0.06% | 0.05% | 107 | +24,373 | 11.75% | Q4 2025 | Jan 28, 2026 |
| GUARDIAN CAPITAL LP | History | No change | 228,126 | 2,675 | 0.08% | 0.08% | 108 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| American Trust Investment Advisors, LLC | History | Added to | 222,925 | 2,614 | 1.4% | 1.2% | 109 | +565 | 0.25% | Q4 2025 | Feb 17, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 214,169 | 2,512 | 0.06% | 0.05% | 110 | -786 | -0.37% | Q4 2025 | Jan 27, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 210,642 | 2,470 | 0.01% | 0.01% | 111 | +4,181 | 2.03% | Q4 2025 | Feb 03, 2026 |
| Capital Research Global Investors | History | New | 196,637 | 2,328 | 0.0% | — | 112 | +196,637 | New | Q4 2025 | Feb 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 194,996 | 2,287 | 0.0% | 0.01% | 113 | -146,753 | -42.94% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 188,654 | 2,212 | 0.0% | 0.0% | 114 | +11,381 | 6.42% | Q4 2025 | Feb 02, 2026 |
| Equitable Holdings, Inc. | History | Added to | 184,594 | 2,165 | 0.01% | 0.01% | 115 | +78,809 | 74.5% | Q4 2025 | Feb 17, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 183,524 | 2,152 | 0.04% | 0.02% | 116 | +113,361 | 161.57% | Q4 2025 | Feb 09, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 182,449 | 2,140 | 0.03% | 0.02% | 117 | +47,061 | 34.76% | Q4 2025 | Feb 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 182,259 | 2,137 | 0.01% | 0.01% | 118 | +4,169 | 2.34% | Q4 2025 | Feb 17, 2026 |
| SIH Partners, LLLP | History | Reduced | 180,676 | 2,119 | 0.04% | 0.05% | 119 | -424 | -0.23% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 177,035 | 2,112 | 0.0% | 0.0% | 120 | +21,768 | 14.02% | Q4 2025 | Jan 08, 2026 |
| Brooklyn Investment Group | History | Added to | 180,636 | 2,109 | 0.1% | 0.05% | 121 | +133,457 | 282.87% | Q4 2025 | Feb 12, 2026 |
| RAELIPSKIE PARTNERSHIP | History | Reduced | 179,373 | 2,104 | 0.88% | 0.97% | 122 | -37,029 | -17.11% | Q4 2025 | Feb 04, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 179,044 | 2,100 | 0.02% | 0.02% | 123 | +12,709 | 7.64% | Q4 2025 | Feb 10, 2026 |
| Vise Technologies, Inc. | History | Added to | 178,226 | 2,090 | 0.04% | 0.0% | 124 | +167,524 | 1565.35% | Q4 2025 | Feb 11, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 170,643 | 2,001 | 0.12% | 0.1% | 125 | +1,396 | 0.82% | Q4 2025 | Jan 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 165,752 | 1,944 | 0.0% | 0.01% | 126 | -533,532 | -76.3% | Q4 2025 | Feb 17, 2026 |
| Ballentine Partners, LLC | History | Added to | 165,634 | 1,942 | 0.03% | 0.02% | 127 | +10,283 | 6.62% | Q4 2025 | Feb 03, 2026 |
| Atria Investments, Inc | History | Reduced | 160,806 | 1,886 | 0.02% | 0.02% | 128 | -2,393 | -1.47% | Q4 2025 | Feb 05, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 156,207 | 1,849 | 0.07% | 0.08% | 129 | +24,643 | 18.73% | Q4 2025 | Feb 13, 2026 |
| DGS Capital Management, LLC | History | Added to | 156,013 | 1,830 | 0.31% | 0.29% | 130 | +2,616 | 1.71% | Q4 2025 | Feb 24, 2026 |
| Qtron Investments LLC | History | Added to | 155,910 | 1,828 | 0.24% | 0.11% | 131 | +73,859 | 90.02% | Q4 2025 | Feb 12, 2026 |
| GLENMEDE TRUST CO NA | History | New | 150,387 | 1,764 | 0.01% | — | 132 | +150,387 | New | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | Reduced | 148,252 | 1,738 | 0.01% | 0.01% | 133 | -3,558 | -2.34% | Q4 2025 | Jan 30, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 147,571 | 1,731 | 0.0% | 0.0% | 134 | +24,390 | 19.8% | Q4 2025 | Feb 10, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 141,139 | 1,708 | 0.0% | 0.0% | 135 | +30,866 | 27.99% | Q4 2025 | Jan 15, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 145,198 | 1,703 | 0.09% | 0.07% | 136 | +27,819 | 23.7% | Q4 2025 | Jan 21, 2026 |
| Walleye Capital LLC | History | Reduced | 142,600 | 1,672 | 0.01% | 0.02% | 137 | -287,920 | -66.88% | Q4 2025 | Feb 13, 2026 |
| CHOREO, LLC | History | Added to | 141,059 | 1,670 | 0.02% | 0.02% | 138 | +12,470 | 9.7% | Q4 2025 | Jan 23, 2026 |
| Global Retirement Partners, LLC | History | Added to | 141,084 | 1,654 | 0.03% | 0.01% | 139 | +100,715 | 249.49% | Q4 2025 | Feb 06, 2026 |
| Venture Visionary Partners LLC | History | Added to | 139,778 | 1,639 | 0.05% | 0.05% | 140 | +3,750 | 2.76% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Added to | 136,037 | 1,595 | 0.0% | 0.0% | 141 | +24,913 | 22.42% | Q4 2025 | Feb 19, 2026 |
| Prospera Financial Services Inc | History | Added to | 135,698 | 1,591 | 0.03% | 0.0% | 142 | +108,585 | 400.49% | Q4 2025 | Feb 09, 2026 |
| NewEdge Advisors, LLC | History | Added to | 134,803 | 1,581 | 0.01% | 0.01% | 143 | +2,584 | 1.95% | Q4 2025 | Feb 18, 2026 |
| Marks Group Wealth Management, Inc | History | Added to | 130,657 | 1,532 | 0.15% | 0.12% | 144 | +6,683 | 5.39% | Q4 2025 | Feb 11, 2026 |
| Savant Capital, LLC | History | Added to | 130,575 | 1,531 | 0.01% | 0.01% | 145 | +8,475 | 6.94% | Q4 2025 | Feb 10, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 129,955 | 1,524 | 0.02% | 0.02% | 146 | -5,700 | -4.2% | Q4 2025 | Feb 05, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 129,436 | 1,518 | 0.0% | 0.0% | 147 | +3,515 | 2.79% | Q4 2025 | Feb 02, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 126,645 | 1,486 | 0.0% | 0.0% | 148 | +41,731 | 49.15% | Q4 2025 | Feb 11, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | No change | 125,290 | 1,469 | 0.05% | 0.05% | 149 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 124,105 | 1,455 | 0.03% | 0.01% | 150 | +43,575 | 54.11% | Q4 2025 | Jan 22, 2026 |
| AlphaCore Capital LLC | History | Reduced | 119,953 | 1,407 | 0.03% | 0.05% | 151 | -12,622 | -9.52% | Q4 2025 | Feb 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 118,900 | 1,394 | 0.0% | 0.0% | 152 | -15,366 | -11.44% | Q4 2025 | Feb 12, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 116,781 | 1,369 | 0.07% | 0.06% | 153 | +10,078 | 9.44% | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 114,066 | 1,337 | 0.0% | 0.0% | 154 | +31,958 | 38.92% | Q4 2025 | Mar 16, 2026 |
| Jain Global LLC | History | Reduced | 113,098 | 1,326 | 0.01% | 0.01% | 155 | -43,400 | -27.73% | Q4 2025 | Feb 17, 2026 |
| Capital World Investors | History | New | 111,312 | 1,317 | 0.0% | — | 156 | +111,312 | New | Q4 2025 | Feb 11, 2026 |
| ASSETMARK, INC | History | Added to | 111,731 | 1,310 | 0.0% | 0.0% | 157 | +23,357 | 26.43% | Q4 2025 | Jan 23, 2026 |
| Verition Fund Management LLC | History | Added to | 108,399 | 1,271 | 0.0% | 0.0% | 158 | +51,192 | 89.49% | Q4 2025 | Feb 13, 2026 |
| CREDIT AGRICOLE S A | History | New | 106,816 | 1,252 | 0.0% | — | 159 | +106,816 | New | Q4 2025 | Feb 17, 2026 |
| Walleye Trading LLC | History | Reduced | 103,200 | 1,210 | 0.0% | 0.01% | 160 | -228,202 | -68.86% | Q4 2025 | Feb 13, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 99,757 | 1,170 | 0.05% | 0.04% | 161 | +25,529 | 34.39% | Q4 2025 | Jan 22, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 98,766 | 1,158 | 0.13% | — | 162 | +98,766 | New | Q4 2025 | Feb 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 97,050 | 1,138 | 0.02% | 0.01% | 163 | +33,641 | 53.05% | Q4 2025 | Feb 09, 2026 |
| GREENLEAF TRUST | History | Added to | 96,689 | 1,134 | 0.01% | 0.01% | 164 | +20,391 | 26.73% | Q4 2025 | Jan 21, 2026 |
| CIBC Asset Management Inc | History | Added to | 96,001 | 1,126 | 0.0% | 0.0% | 165 | +13,071 | 15.76% | Q4 2025 | Feb 10, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 93,519 | 1,096 | 0.05% | — | 166 | +93,519 | New | Q4 2025 | Feb 12, 2026 |
| Baron Wealth Management LLC | History | Reduced | 92,034 | 1,079 | 0.33% | 0.34% | 167 | -6,124 | -6.24% | Q4 2025 | Jan 14, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 91,537 | 1,073 | 0.07% | 0.06% | 168 | +12,905 | 16.41% | Q4 2025 | Jan 13, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 91,231 | 1,070 | 0.12% | 0.11% | 169 | +65 | 0.07% | Q4 2025 | Jan 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 90,470 | 1,060 | 0.0% | 0.0% | 170 | +754 | 0.84% | Q4 2025 | Feb 10, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 89,588 | 1,050 | 0.0% | 0.0% | 171 | +5,080 | 6.01% | Q4 2025 | Feb 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 89,050 | 1,044 | 0.01% | 0.01% | 172 | +7,721 | 9.49% | Q4 2025 | Feb 09, 2026 |
| MATHER GROUP, LLC. | History | Added to | 88,391 | 1,036 | 0.01% | 0.01% | 173 | +126 | 0.14% | Q4 2025 | Jan 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 86,861 | 1,018 | 0.01% | 0.01% | 174 | +13,793 | 18.88% | Q4 2025 | Jan 26, 2026 |
| Parallel Advisors, LLC | History | Added to | 86,300 | 1,012 | 0.02% | 0.02% | 175 | +4,694 | 5.75% | Q4 2025 | Feb 11, 2026 |
| HRT FINANCIAL LP | History | Reduced | 85,340 | 1,001 | 0.0% | 0.01% | 176 | -109,295 | -56.15% | Q4 2025 | Feb 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 84,198 | 987 | 0.0% | 0.0% | 177 | +11,568 | 15.93% | Q4 2025 | Feb 06, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 83,759 | 982 | 0.01% | 0.01% | 178 | -2,854 | -3.3% | Q4 2025 | Jan 27, 2026 |
| Summit Global Investments | History | Reduced | 80,857 | 948 | 0.06% | 0.07% | 179 | -35,613 | -30.58% | Q4 2025 | Feb 18, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 80,786 | 947 | 0.01% | 0.01% | 180 | -11,437 | -12.4% | Q4 2025 | Feb 13, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 80,684 | 946 | 0.37% | 0.33% | 181 | -106 | -0.13% | Q4 2025 | Feb 03, 2026 |
| Sivia Capital Partners, LLC | History | Added to | 80,227 | 941 | 0.19% | 0.2% | 182 | +12,729 | 18.86% | Q4 2025 | Feb 10, 2026 |
| Themes Management Co LLC | History | New | 80,092 | 939 | 0.7% | — | 183 | +80,092 | New | Q4 2025 | Feb 09, 2026 |
| SG Trading Solutions, LLC | History | New | 77,385 | 908 | 0.21% | — | 184 | +77,385 | New | Q4 2025 | Feb 24, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 76,934 | 902 | 0.22% | 0.26% | 185 | -26,681 | -25.75% | Q4 2025 | Jan 12, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 76,288 | 894 | 0.02% | 0.01% | 186 | +4,349 | 6.05% | Q4 2025 | Jan 07, 2026 |
| GABELLI FUNDS LLC | History | New | 75,000 | 879 | 0.01% | — | 187 | +75,000 | New | Q4 2025 | Feb 05, 2026 |
| Versant Capital Management, Inc | History | Added to | 74,795 | 877 | 0.11% | 0.1% | 188 | +6,518 | 9.55% | Q4 2025 | Jan 08, 2026 |
| Abel Hall, LLC | History | Added to | 74,309 | 871 | 0.2% | 0.12% | 189 | +46,761 | 169.74% | Q4 2025 | Feb 17, 2026 |
| HB Wealth Management, LLC | History | Added to | 74,227 | 870 | 0.01% | 0.0% | 190 | +7,393 | 11.06% | Q4 2025 | Jan 28, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 73,369 | 860 | 0.02% | 0.02% | 191 | +4,361 | 6.32% | Q4 2025 | Jan 29, 2026 |
| SYON CAPITAL LLC | History | Added to | 73,083 | 857 | 0.04% | 0.04% | 192 | +8,483 | 13.13% | Q4 2025 | Feb 11, 2026 |
| Orca Wealth Management, LLC | History | Added to | 65,572 | 852 | 0.61% | 0.51% | 193 | +894 | 1.38% | Q4 2025 | Feb 06, 2026 |
| GAMMA Investing LLC | History | Added to | 70,179 | 823 | 0.04% | 0.04% | 194 | +5,342 | 8.24% | Q4 2025 | Jan 05, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 68,905 | 808 | 0.0% | 0.0% | 195 | +5,083 | 7.96% | Q4 2025 | Feb 11, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 68,332 | 801 | 0.04% | 0.04% | 196 | +1,863 | 2.8% | Q4 2025 | Jan 27, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 68,164 | 799 | 0.08% | 0.08% | 197 | -309 | -0.45% | Q4 2025 | Feb 13, 2026 |
| LEUTHOLD GROUP, LLC | History | Reduced | 67,873 | 796 | 0.09% | 0.08% | 198 | -1,027 | -1.49% | Q4 2025 | Feb 05, 2026 |
| Private Advisor Group, LLC | History | Added to | 67,642 | 793 | 0.0% | 0.0% | 199 | +620 | 0.93% | Q4 2025 | Feb 17, 2026 |
| Ascent Group, LLC | History | Added to | 66,482 | 779 | 0.03% | 0.02% | 200 | +7,993 | 13.67% | Q4 2025 | Jan 20, 2026 |
| PDS Planning, Inc | History | Added to | 65,067 | 763 | 0.05% | 0.05% | 201 | +225 | 0.35% | Q4 2025 | Jan 26, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Reduced | 65,060 | 763 | 0.01% | 0.01% | 202 | -33 | -0.05% | Q4 2025 | Feb 11, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 64,929 | 761 | 0.0% | 0.0% | 203 | +20,296 | 45.47% | Q4 2025 | Jan 30, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 63,030 | 739 | 0.02% | 0.01% | 204 | +3,165 | 5.29% | Q4 2025 | Feb 04, 2026 |
| Five Oceans Advisors | History | No change | 62,971 | 738 | 0.26% | 0.24% | 205 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 60,797 | 713 | 0.01% | 0.0% | 206 | +50,149 | 470.97% | Q4 2025 | Jan 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 58,184 | 682 | 0.01% | 0.0% | 207 | +38,098 | 189.67% | Q4 2025 | Jan 23, 2026 |
| Strategic Global Advisors, LLC | History | Added to | 57,441 | 673 | 0.1% | 0.08% | 208 | +10,111 | 21.36% | Q4 2025 | Feb 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 55,858 | 655 | 0.0% | — | 209 | +55,858 | New | Q4 2025 | Feb 18, 2026 |
| HUB Investment Partners, LLC | History | Added to | 55,716 | 653 | 0.02% | 0.02% | 210 | +9,126 | 19.59% | Q4 2025 | Feb 17, 2026 |
| May Hill Capital, LLC | History | Added to | 55,256 | 648 | 0.08% | 0.08% | 211 | +30,543 | 123.59% | Q4 2025 | Feb 05, 2026 |
| West Family Investments, Inc. | History | Added to | 55,050 | 645 | 0.15% | 17.43% | 212 | +5,864 | 11.92% | Q4 2025 | Feb 11, 2026 |
| New Republic Capital, LLC | History | Added to | 54,875 | 643 | 0.17% | 0.07% | 213 | +32,532 | 145.6% | Q4 2025 | Feb 10, 2026 |
| Arax Advisory Partners | History | Reduced | 54,623 | 640 | 0.02% | 0.01% | 214 | -23,684 | -30.25% | Q4 2025 | Feb 13, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 53,442 | 626 | 0.12% | 0.11% | 215 | +266 | 0.5% | Q4 2025 | Jan 30, 2026 |
| CWM, LLC | History | Added to | 53,158 | 624 | 0.0% | 0.0% | 216 | +9,994 | 23.15% | Q4 2025 | Jan 26, 2026 |
| Hilltop Holdings Inc. | History | Added to | 52,963 | 621 | 0.04% | 0.03% | 217 | +2,264 | 4.47% | Q4 2025 | Feb 17, 2026 |
| Trust Point Inc. | History | Added to | 51,878 | 608 | 0.05% | 0.04% | 218 | +9,950 | 23.73% | Q4 2025 | Jan 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 51,281 | 601 | 0.0% | — | 219 | +51,281 | New | Q4 2025 | Feb 10, 2026 |
| Aviso Financial Inc. | History | Added to | 50,026 | 586 | 0.02% | 0.02% | 220 | +5,106 | 11.37% | Q4 2025 | Feb 13, 2026 |
| Portside Wealth Group, LLC | History | Added to | 48,342 | 567 | 0.08% | 0.06% | 221 | +7,895 | 19.52% | Q4 2025 | Jan 21, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 48,332 | 566 | 0.03% | 0.05% | 222 | +4,495 | 10.25% | Q4 2025 | Jan 29, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 46,374 | 543 | 0.01% | 0.01% | 223 | +1,893 | 4.26% | Q4 2025 | Feb 11, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 45,970 | 539 | 0.01% | 0.01% | 224 | +2,006 | 4.56% | Q4 2025 | Jan 20, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 45,936 | 538 | 0.0% | 0.0% | 225 | +38,982 | 560.57% | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 45,437 | 532 | 0.01% | 0.0% | 226 | +19,201 | 73.19% | Q4 2025 | Feb 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 45,242 | 530 | 0.01% | 0.01% | 227 | -1,412 | -3.03% | Q4 2025 | Jan 29, 2026 |
| Allworth Financial LP | History | New | 44,209 | 518 | 0.0% | — | 228 | +44,209 | New | Q4 2025 | Feb 05, 2026 |
| INTRUST BANK NA | History | Added to | 43,992 | 516 | 0.04% | 0.02% | 229 | +18,484 | 72.46% | Q4 2025 | Feb 06, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 43,785 | 513 | 0.05% | 0.05% | 230 | +789 | 1.84% | Q4 2025 | Feb 13, 2026 |
| Frec Markets, Inc. | History | New | 43,405 | 509 | 0.15% | — | 231 | +43,405 | New | Q4 2025 | Feb 17, 2026 |
| Advisors Preferred, LLC | History | New | 41,936 | 506 | 0.08% | — | 233 | +41,936 | New | Q4 2025 | Feb 02, 2026 |
| 1832 Asset Management L.P. | History | Added to | 43,156 | 506 | 0.0% | 0.0% | 232 | +10,535 | 32.3% | Q4 2025 | Feb 13, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 42,997 | 504 | 0.02% | 0.02% | 234 | +1,896 | 4.61% | Q4 2025 | Feb 04, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 41,823 | 490 | 0.0% | 0.0% | 235 | -2,136 | -4.86% | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 41,542 | 487 | 0.0% | 0.0% | 236 | -1,771 | -4.09% | Q4 2025 | Feb 12, 2026 |
| Wedmont Private Capital | History | Added to | 41,102 | 485 | 0.02% | 0.01% | 237 | +1,916 | 4.89% | Q4 2025 | Jan 08, 2026 |
| Waterfront Wealth Inc. | History | Reduced | 37,666 | 477 | 0.09% | 0.16% | 238 | -43,881 | -53.81% | Q4 2025 | Jan 27, 2026 |
| Cadence Bank | History | No change | 40,411 | 474 | 0.03% | 0.03% | 239 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Cresset Asset Management, LLC | History | Added to | 40,174 | 471 | 0.0% | 0.0% | 240 | +19,192 | 91.47% | Q4 2025 | Feb 17, 2026 |
| Clarius Group, LLC | History | No change | 39,993 | 469 | 0.03% | 0.02% | 241 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 39,777 | 467 | 0.01% | 0.01% | 242 | -1,437 | -3.49% | Q4 2025 | Feb 12, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 39,452 | 462 | 0.0% | 0.0% | 243 | +5,515 | 16.25% | Q4 2025 | Feb 09, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 39,375 | 461 | 0.02% | 0.02% | 244 | +1,440 | 3.8% | Q4 2025 | Feb 06, 2026 |
| Greenspring Advisors, LLC | History | New | 39,258 | 460 | 0.03% | — | 245 | +39,258 | New | Q4 2025 | Feb 10, 2026 |
| AlTi Global, Inc. | History | Added to | 39,096 | 458 | 0.01% | 0.01% | 246 | +14,873 | 61.4% | Q4 2025 | Feb 13, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 38,748 | 454 | 0.03% | — | 247 | +38,748 | New | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 38,360 | 449 | 0.0% | — | 248 | +38,360 | New | Q4 2025 | Feb 13, 2026 |
| Lido Advisors, LLC | History | Added to | 42,009 | 449 | 0.0% | 0.0% | 249 | +2,252 | 5.66% | Q4 2025 | Feb 10, 2026 |
| Cromwell Holdings LLC | History | No change | 36,753 | 431 | 0.24% | 0.21% | 250 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 36,617 | 429 | 0.02% | 0.01% | 251 | +17,000 | 86.66% | Q4 2025 | Feb 09, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 36,507 | 428 | 0.01% | 0.0% | 252 | +307 | 0.85% | Q4 2025 | Jan 21, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 36,227 | 424 | 0.02% | 0.02% | 253 | -1,104 | -2.96% | Q4 2025 | Feb 17, 2026 |
| SEVEN MILE ADVISORY | History | Reduced | 35,640 | 418 | 0.07% | 0.07% | 254 | -2,856 | -7.42% | Q4 2025 | Feb 13, 2026 |
| SATURNA CAPITAL CORP | History | Added to | 35,400 | 415 | 0.01% | 0.0% | 255 | +11,625 | 48.9% | Q4 2025 | Feb 11, 2026 |
| ANCHYRA PARTNERS LLC | History | New | 35,183 | 412 | 0.13% | — | 256 | +35,183 | New | Q4 2025 | Jan 29, 2026 |
| Traveka Wealth, LLC | History | Added to | 35,068 | 411 | 0.17% | 0.16% | 258 | +725 | 2.11% | Q4 2025 | Jan 08, 2026 |
| SYM FINANCIAL Corp | History | Added to | 35,113 | 411 | 0.04% | 0.04% | 257 | +251 | 0.72% | Q4 2025 | Feb 13, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 34,961 | 410 | 0.0% | 0.0% | 259 | +5,790 | 19.85% | Q4 2025 | Feb 02, 2026 |
| Wilkinson Global Asset Management LLC | History | New | 34,800 | 408 | 0.03% | — | 260 | +34,800 | New | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 34,551 | 405 | 0.0% | 0.0% | 261 | +3,965 | 12.96% | Q4 2025 | Feb 17, 2026 |
| Golden State Equity Partners | History | Added to | 34,548 | 405 | 0.07% | 0.06% | 262 | +1,696 | 5.16% | Q4 2025 | Jan 29, 2026 |
| Storgate, LLC | History | New | 34,521 | 404 | 0.33% | — | 263 | +34,521 | New | Q4 2025 | Feb 13, 2026 |
| LVW Advisors, LLC | History | Reduced | 34,185 | 400 | 0.04% | 0.04% | 264 | -1,943 | -5.38% | Q4 2025 | Jan 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 33,812 | 397 | 0.0% | 0.0% | 265 | -6,162 | -15.42% | Q4 2025 | Feb 05, 2026 |
| Sovran Advisors, LLC | History | Added to | 32,612 | 394 | 0.03% | 0.02% | 266 | +9,329 | 40.07% | Q4 2025 | Jan 20, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | New | 33,426 | 392 | 0.16% | — | 267 | +33,426 | New | Q4 2025 | Feb 17, 2026 |
| Keel Point, LLC | History | Added to | 33,134 | 388 | 0.02% | 0.02% | 268 | +3,257 | 10.9% | Q4 2025 | Feb 12, 2026 |
| NATURAL INVESTMENTS, LLC | History | No change | 32,828 | 385 | 0.1% | 0.09% | 269 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| PFW Advisors LLC | History | Added to | 32,394 | 379 | 0.11% | 0.09% | 270 | +2,030 | 6.69% | Q4 2025 | Jan 12, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 31,697 | 371 | 0.0% | 0.0% | 271 | -1,883 | -5.61% | Q4 2025 | Feb 13, 2026 |
| 55 North Private Wealth, LLC | History | New | 31,605 | 370 | 0.1% | — | 272 | +31,605 | New | Q4 2025 | Jan 27, 2026 |
| Sonoma Allocations LLC | History | New | 28,358 | 369 | 0.12% | — | 273 | +28,358 | New | Q4 2025 | Feb 23, 2026 |
| Carter Financial Group, INC. | History | New | 31,288 | 367 | 0.22% | — | 276 | +31,288 | New | Q4 2025 | Feb 13, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 30,182 | 367 | 0.02% | 0.02% | 275 | +703 | 2.38% | Q4 2025 | Jan 23, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 31,288 | 367 | 0.0% | 0.0% | 274 | -166 | -0.53% | Q4 2025 | Feb 09, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 31,237 | 366 | 0.01% | 0.01% | 277 | -1,930 | -5.82% | Q4 2025 | Jan 28, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 31,155 | 365 | 0.01% | 0.01% | 278 | -10,470 | -25.15% | Q4 2025 | Feb 17, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 30,777 | 361 | 0.01% | 0.01% | 279 | -1,194 | -3.73% | Q4 2025 | Feb 19, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 30,472 | 357 | 0.05% | 0.04% | 280 | +4,398 | 16.87% | Q4 2025 | Feb 04, 2026 |
| SEEDS INVESTOR LLC | History | Reduced | 30,119 | 353 | 0.07% | 0.07% | 281 | -607 | -1.98% | Q4 2025 | Jan 27, 2026 |
| a16z Perennial Management, L.P. | History | Added to | 30,021 | 352 | 0.03% | 0.02% | 282 | +6,162 | 25.83% | Q4 2025 | Feb 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 29,971 | 351 | 0.0% | 0.0% | 283 | +9,411 | 45.77% | Q4 2025 | Feb 10, 2026 |
| Independent Advisor Alliance | History | New | 29,768 | 349 | 0.01% | — | 284 | +29,768 | New | Q4 2025 | Feb 04, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Added to | 29,426 | 345 | 0.06% | 0.05% | 285 | +987 | 3.47% | Q4 2025 | Jan 07, 2026 |
| Optas, LLC | History | Added to | 29,208 | 342 | 0.05% | 0.05% | 286 | +456 | 1.59% | Q4 2025 | Jan 27, 2026 |
| Strategic Financial Concepts, LLC | History | New | 29,001 | 340 | 0.31% | — | 287 | +29,001 | New | Q4 2025 | Feb 09, 2026 |
| Sowell Financial Services LLC | History | Reduced | 28,877 | 338 | 0.01% | 0.01% | 289 | -3,261 | -10.15% | Q4 2025 | Jan 21, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 28,543 | 338 | 0.0% | 0.0% | 288 | +1,469 | 5.43% | Q4 2025 | Feb 05, 2026 |
| XPONANCE LLC | History | Added to | 28,675 | 336 | 0.0% | 0.0% | 290 | +3,838 | 15.45% | Q4 2025 | Feb 12, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 28,462 | 333 | 0.11% | 0.05% | 291 | +575 | 2.06% | Q4 2025 | Jan 27, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 28,366 | 332 | 0.01% | 0.0% | 292 | +24,757 | 685.98% | Q4 2025 | Feb 04, 2026 |
| Syverson Strege & Co | History | Reduced | 28,110 | 329 | 0.08% | 0.07% | 293 | -1,523 | -5.14% | Q4 2025 | Feb 09, 2026 |
| NORDEN GROUP LLC | History | Reduced | 27,986 | 328 | 0.03% | 0.03% | 294 | -757 | -2.63% | Q4 2025 | Jan 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 27,756 | 325 | 0.0% | 0.0% | 295 | +12,867 | 86.42% | Q4 2025 | Feb 17, 2026 |
| GFS Advisors, LLC | History | No change | 27,358 | 320 | 0.04% | 0.04% | 296 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 27,139 | 318 | 0.01% | 0.01% | 297 | +626 | 2.36% | Q4 2025 | Feb 03, 2026 |
| World Investment Advisors | History | Added to | 26,863 | 315 | 0.01% | 0.0% | 298 | +6,014 | 28.85% | Q4 2025 | Mar 12, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 26,840 | 314 | 0.01% | 0.01% | 300 | -999 | -3.59% | Q4 2025 | Feb 17, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 26,788 | 314 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 26,203 | 307 | 0.01% | 0.01% | 301 | +749 | 2.94% | Q4 2025 | Feb 17, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Reduced | 26,100 | 306 | 0.04% | 0.04% | 302 | -8,103 | -23.69% | Q4 2025 | Jan 29, 2026 |
| Hoxton Planning & Management, LLC | History | No change | 25,863 | 303 | 0.09% | 0.09% | 303 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Arkadios Wealth Advisors | History | Added to | 25,660 | 300 | 0.01% | 0.01% | 304 | +2,528 | 10.93% | Q4 2025 | Feb 13, 2026 |
| Global Trust Asset Management, LLC | History | Added to | 25,510 | 299 | 0.12% | 0.1% | 305 | +4,110 | 19.21% | Q4 2025 | Jan 20, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 25,207 | 295 | 0.01% | 0.01% | 306 | +3,016 | 13.59% | Q4 2025 | Feb 03, 2026 |
| Westend Capital Management, LLC | History | No change | 24,828 | 291 | 0.08% | 0.08% | 307 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Snider Financial Group | History | Added to | 24,496 | 287 | 0.08% | 0.07% | 308 | +89 | 0.36% | Q4 2025 | Jan 21, 2026 |
| Brucke Financial, Inc. | History | Added to | 24,396 | 286 | 0.16% | 0.12% | 309 | +4,445 | 22.28% | Q4 2025 | Jan 12, 2026 |
| Csenge Advisory Group | History | Added to | 24,326 | 285 | 0.01% | 0.01% | 310 | +86 | 0.35% | Q4 2025 | Feb 06, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 24,263 | 284 | 0.0% | 0.0% | 311 | -18,123 | -42.76% | Q4 2025 | Feb 17, 2026 |
| Activest Wealth Management | History | No change | 24,141 | 283 | 0.05% | 0.05% | 312 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 23,837 | 279 | 0.02% | 0.02% | 313 | +4,490 | 23.21% | Q4 2025 | Feb 13, 2026 |
| GTS SECURITIES LLC | History | New | 23,168 | 271 | 0.01% | — | 314 | +23,168 | New | Q4 2025 | Feb 13, 2026 |
| Anchor Investment Management, LLC | History | No change | 23,000 | 269 | 0.02% | 0.02% | 315 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| CERTUITY, LLC | History | Added to | 22,678 | 266 | 0.02% | 0.02% | 316 | +619 | 2.81% | Q4 2025 | Jan 30, 2026 |
| Eagle Strategies LLC | History | Added to | 22,626 | 265 | 0.03% | 0.03% | 317 | +207 | 0.92% | Q4 2025 | Jan 23, 2026 |
| Nilsine Partners, LLC | History | Added to | 22,395 | 262 | 0.02% | 0.02% | 319 | +1,275 | 6.04% | Q4 2025 | Jan 15, 2026 |
| GeoWealth Management, LLC | History | Reduced | 22,410 | 262 | 0.01% | 0.01% | 318 | -884 | -3.79% | Q4 2025 | Feb 17, 2026 |
| Impact Capital Partners LLC | History | Added to | 22,395 | 262 | 0.08% | 0.07% | 320 | +123 | 0.55% | Q4 2025 | Jan 07, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Added to | 22,140 | 259 | 0.18% | 0.16% | 321 | +327 | 1.5% | Q4 2025 | Jan 16, 2026 |
| Modern Wealth Management, LLC | History | New | 22,072 | 258 | 0.0% | — | 323 | +22,072 | New | Q4 2025 | Feb 17, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 21,975 | 258 | 0.01% | 0.01% | 322 | +2,224 | 11.26% | Q4 2025 | Mar 04, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 21,693 | 254 | 0.02% | 0.03% | 324 | -16,340 | -42.96% | Q4 2025 | Feb 12, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 21,414 | 251 | 0.01% | 0.01% | 325 | +1,658 | 8.39% | Q4 2025 | Feb 17, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 21,468 | 251 | 0.02% | 0.02% | 326 | +2 | 0.01% | Q4 2025 | Feb 13, 2026 |
| Sunpointe, LLC | History | Added to | 21,168 | 248 | 0.08% | 0.07% | 327 | +1,661 | 8.51% | Q4 2025 | Jan 23, 2026 |
| Foster Group, Inc. | History | Added to | 21,094 | 247 | 0.01% | 0.01% | 328 | +1,057 | 5.28% | Q4 2025 | Jan 12, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 21,034 | 246 | 0.0% | 0.0% | 329 | +1,116 | 5.6% | Q4 2025 | Feb 17, 2026 |
| Fulcrum Equity Management | History | Added to | 20,893 | 245 | 0.23% | 0.16% | 330 | +5,926 | 39.59% | Q4 2025 | Jan 06, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | New | 20,732 | 243 | 0.05% | — | 331 | +20,732 | New | Q4 2025 | Feb 04, 2026 |
| MATTERS CAPITAL LLC | History | New | 20,726 | 243 | 0.2% | — | 332 | +20,726 | New | Q4 2025 | Feb 17, 2026 |
| Aventura Private Wealth, LLC | History | No change | 20,665 | 242 | 0.09% | 0.08% | 333 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| SmartHarvest Portfolios, LLC | History | New | 20,487 | 240 | 0.08% | — | 334 | +20,487 | New | Q4 2025 | Feb 12, 2026 |
| Ellevest, Inc. | History | Reduced | 20,422 | 239 | 0.03% | 0.04% | 335 | -8,958 | -30.49% | Q4 2025 | Feb 10, 2026 |
| Phillips Wealth Planners LLC | History | Reduced | 18,734 | 228 | 0.18% | 0.16% | 336 | -208 | -1.1% | Q4 2025 | Feb 10, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 18,697 | 225 | 0.0% | 0.0% | 337 | -3,406 | -15.41% | Q4 2025 | Feb 03, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 19,023 | 223 | 0.04% | 0.04% | 338 | -1,109 | -5.51% | Q4 2025 | Jan 22, 2026 |
| Ariadne Wealth Management, LP | History | Added to | 18,490 | 222 | 0.09% | 0.09% | 339 | +162 | 0.88% | Q4 2025 | Feb 13, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 17,180 | 218 | 0.01% | 0.0% | 340 | -2,284 | -11.73% | Q4 2025 | Feb 09, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 18,571 | 217 | 0.0% | 0.0% | 341 | +1,527 | 8.96% | Q4 2025 | Jan 16, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 18,501 | 217 | 0.01% | 0.01% | 342 | -949 | -4.88% | Q4 2025 | Jan 23, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 18,235 | 213 | 0.03% | 0.03% | 343 | +1,681 | 10.15% | Q4 2025 | Jan 12, 2026 |
| BROWN ADVISORY INC | History | Added to | 18,060 | 211 | 0.0% | 0.0% | 344 | +5,025 | 38.55% | Q4 2025 | Feb 13, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 17,913 | 210 | 0.05% | 0.04% | 345 | +72 | 0.4% | Q4 2025 | Jan 08, 2026 |
| Procyon Advisors, LLC | History | Added to | 17,660 | 207 | 0.01% | 0.01% | 346 | +429 | 2.49% | Q4 2025 | Jan 07, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 17,565 | 206 | 0.01% | 0.01% | 347 | -294 | -1.65% | Q4 2025 | Feb 12, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 17,477 | 205 | 0.0% | 0.0% | 348 | +1,011 | 6.14% | Q4 2025 | Feb 09, 2026 |
| STEPHENS INC /AR/ | History | Added to | 17,465 | 204 | 0.0% | 0.0% | 349 | +4,426 | 33.94% | Q4 2025 | Feb 05, 2026 |
| Choate Investment Advisors | History | Added to | 17,136 | 201 | 0.0% | 0.0% | 350 | +211 | 1.25% | Q4 2025 | Feb 09, 2026 |
| Stratos Investment Management, LLC | History | Added to | 16,870 | 197 | 0.01% | 0.01% | 351 | +1,005 | 6.33% | Q4 2025 | Jan 20, 2026 |
| Elm Partners Management LLC | History | No change | 16,760 | 196 | 0.01% | 0.01% | 352 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 16,652 | 195 | 0.07% | 0.06% | 354 | +147 | 0.89% | Q4 2025 | Jan 30, 2026 |
| VANGUARD GROUP INC | History | No change | 16,687 | 195 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Gotham Asset Management, LLC | History | New | 16,539 | 194 | 0.0% | — | 355 | +16,539 | New | Q4 2025 | Feb 17, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 16,535 | 193 | 0.01% | 0.0% | 356 | +1,671 | 11.24% | Q4 2025 | Jan 09, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 16,432 | 192 | 0.0% | 0.0% | 357 | -1,439 | -8.05% | Q4 2025 | Feb 06, 2026 |
| Diversified Trust Co | History | Added to | 16,346 | 191 | 0.0% | 0.0% | 358 | +1,831 | 12.61% | Q4 2025 | Jan 09, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 16,063 | 188 | 0.0% | 0.0% | 360 | +4,094 | 34.21% | Q4 2025 | Feb 05, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 16,037 | 188 | 0.0% | 0.0% | 361 | +3,439 | 27.3% | Q4 2025 | Jan 29, 2026 |
| ENTERPRISE FINANCIAL SERVICES CORP | History | Added to | 16,083 | 188 | 0.1% | 0.09% | 359 | +239 | 1.51% | Q4 2025 | Jan 14, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 15,801 | 185 | 0.01% | 0.01% | 362 | -443 | -2.73% | Q4 2025 | Feb 10, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 15,219 | 181 | 0.02% | 0.01% | 363 | +626 | 4.29% | Q4 2025 | Jan 22, 2026 |
| AE Wealth Management LLC | History | Added to | 15,355 | 180 | 0.0% | 0.0% | 364 | +1,599 | 11.62% | Q4 2025 | Jan 26, 2026 |
| Kovack Advisors, Inc. | History | Added to | 15,278 | 179 | 0.01% | 0.01% | 365 | +5,254 | 52.41% | Q4 2025 | Feb 17, 2026 |
| Gibbs Wealth Management | History | Reduced | 15,101 | 179 | 0.04% | 0.04% | 366 | -19 | -0.13% | Q4 2025 | Jan 23, 2026 |
| New Vernon Capital Holdings II LLC | History | New | 15,192 | 178 | 0.08% | — | 367 | +15,192 | New | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 14,999 | 175 | 0.0% | 0.0% | 368 | +374 | 2.56% | Q4 2025 | Feb 17, 2026 |
| Crestwood Advisors Group, LLC | History | New | 14,757 | 173 | 0.0% | — | 370 | +14,757 | New | Q4 2025 | Feb 03, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 14,796 | 173 | 0.0% | 0.0% | 369 | +4,606 | 45.2% | Q4 2025 | Feb 17, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 14,823 | 173 | 0.05% | 0.04% | 372 | +1,218 | 8.95% | Q4 2025 | Jan 22, 2026 |
| Summit Financial, LLC | History | Added to | 14,788 | 173 | 0.0% | 0.0% | 371 | +55 | 0.37% | Q4 2025 | Feb 13, 2026 |
| August Group Capital Ltd | History | New | 14,523 | 170 | 0.19% | — | 375 | +14,523 | New | Q4 2025 | Feb 12, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 14,527 | 170 | 0.01% | 0.01% | 373 | +3,914 | 36.88% | Q4 2025 | Apr 02, 2026 |
| Diversified Enterprises, LLC | History | Added to | 14,518 | 170 | 0.01% | 0.01% | 374 | +2,461 | 20.41% | Q4 2025 | Jan 28, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 14,489 | 169 | 0.0% | 0.0% | 376 | +1,840 | 14.55% | Q4 2025 | Feb 06, 2026 |
| Stiles Financial Services Inc | History | Added to | 14,333 | 168 | 0.05% | 0.05% | 377 | +40 | 0.28% | Q4 2025 | Feb 03, 2026 |
| Savvy Advisors, Inc. | History | New | 14,231 | 166 | 0.01% | — | 379 | +14,231 | New | Q4 2025 | Jan 20, 2026 |
| SVB WEALTH LLC | History | Added to | 14,167 | 166 | 0.01% | 0.01% | 378 | +328 | 2.37% | Q4 2025 | Feb 04, 2026 |
| Calydon Capital | History | Added to | 14,077 | 165 | 0.03% | 0.02% | 380 | +3,436 | 32.29% | Q4 2025 | Feb 17, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 14,032 | 164 | 0.0% | 0.0% | 381 | +1,269 | 9.94% | Q4 2025 | Jan 23, 2026 |
| BARCLAYS PLC | History | Reduced | 13,922 | 163 | 0.0% | 0.0% | 382 | -9,043 | -39.38% | Q4 2025 | Feb 13, 2026 |
| NWAM LLC | History | Reduced | 12,842 | 162 | 0.01% | 0.2% | 383 | -369,872 | -96.64% | Q4 2025 | Feb 04, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 13,868 | 162 | 0.02% | 0.01% | 384 | +2,561 | 22.65% | Q4 2025 | Jan 13, 2026 |
| Addison Advisors LLC | History | Reduced | 13,651 | 160 | 0.04% | 0.04% | 385 | -1,436 | -9.52% | Q4 2025 | Feb 06, 2026 |
| Livet Wealth, LLC | History | New | 13,416 | 157 | 0.1% | — | 387 | +13,416 | New | Q4 2025 | Feb 13, 2026 |
| Pure Financial Advisors, LLC | History | New | 13,389 | 157 | 0.03% | — | 386 | +13,389 | New | Q4 2025 | Mar 04, 2026 |
| Drucker Wealth 3.0, LLC | History | New | 13,215 | 155 | 0.03% | — | 389 | +13,215 | New | Q4 2025 | Feb 03, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 12,741 | 155 | 0.0% | 0.0% | 388 | -507 | -3.83% | Q4 2025 | Jan 23, 2026 |
| X-Square Capital, LLC | History | No change | 13,127 | 154 | 0.05% | 0.04% | 390 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 13,047 | 153 | 0.03% | 0.02% | 391 | +2,211 | 20.4% | Q4 2025 | Jan 30, 2026 |
| Curated Wealth Partners LLC | History | New | 12,938 | 151 | 0.02% | — | 393 | +12,938 | New | Q4 2025 | Jan 12, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 12,892 | 151 | 0.01% | — | 392 | +12,892 | New | Q4 2025 | Feb 06, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 12,369 | 150 | 0.01% | 0.01% | 394 | +1,934 | 18.53% | Q4 2025 | Feb 03, 2026 |
| Petros Family Wealth, LLC | History | No change | 12,781 | 149 | 0.1% | 0.11% | 395 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Bulltick Wealth Management, LLC | History | Added to | 12,661 | 148 | 0.03% | 0.03% | 397 | +118 | 0.94% | Q4 2025 | Feb 17, 2026 |
| Avestar Capital, LLC | History | Reduced | 12,682 | 148 | 0.01% | 0.01% | 396 | -28 | -0.22% | Q4 2025 | Feb 10, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 12,575 | 147 | 0.01% | 0.0% | 398 | +1,205 | 10.6% | Q4 2025 | Feb 02, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | New | 12,422 | 145 | 0.01% | — | 399 | +12,422 | New | Q4 2025 | Jan 12, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 12,400 | 145 | 0.08% | 0.07% | 402 | +2,000 | 19.23% | Q4 2025 | Feb 09, 2026 |
| Composition Wealth, LLC | History | Added to | 12,442 | 145 | 0.0% | 0.0% | 400 | +952 | 8.29% | Q4 2025 | Feb 02, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 12,378 | 145 | 0.01% | 0.01% | 401 | +290 | 2.4% | Q4 2025 | Jan 29, 2026 |
| BSW Wealth Partners | History | Added to | 12,197 | 143 | 0.02% | 0.01% | 403 | +1,072 | 9.64% | Q4 2025 | Jan 23, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 12,127 | 142 | 0.0% | 0.0% | 404 | -2,630 | -17.82% | Q4 2025 | Jan 20, 2026 |
| BIP Wealth, LLC | History | Reduced | 11,943 | 140 | 0.0% | 0.01% | 405 | -242 | -1.99% | Q4 2025 | Jan 21, 2026 |
| Cornerstone Wealth Group, LLC | History | New | 11,919 | 139 | 0.01% | — | 406 | +11,919 | New | Q4 2025 | Jan 26, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 11,880 | 139 | 0.01% | 0.01% | 407 | +262 | 2.26% | Q4 2025 | Jan 07, 2026 |
| Carrera Capital Advisors | History | Reduced | 11,788 | 138 | 0.02% | 0.03% | 408 | -3,754 | -24.15% | Q4 2025 | Jan 30, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 11,605 | 136 | 0.0% | 0.0% | 409 | -25,933 | -69.08% | Q4 2025 | Feb 12, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Reduced | 11,465 | 134 | 0.04% | 0.05% | 410 | -137 | -1.18% | Q4 2025 | Jan 08, 2026 |
| Connecticut Capital Management Group, LLC | History | New | 11,383 | 133 | 0.13% | — | 411 | +11,383 | New | Q4 2025 | Feb 09, 2026 |
| MLP3, LLC | History | New | 11,376 | 133 | 0.15% | — | 412 | +11,376 | New | Q4 2025 | Feb 13, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Reduced | 11,326 | 132 | 0.0% | 0.0% | 413 | -100 | -0.88% | Q4 2025 | Feb 02, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | New | 11,190 | 131 | 0.03% | — | 415 | +11,190 | New | Q4 2025 | Jan 12, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 11,253 | 131 | 0.01% | 0.01% | 414 | +1,053 | 10.32% | Q4 2025 | Feb 09, 2026 |
| Inscription Capital, LLC | History | Added to | 11,157 | 130 | 0.01% | 0.01% | 416 | +68 | 0.61% | Q4 2025 | Jan 29, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 11,033 | 129 | 0.03% | 0.02% | 418 | +191 | 1.76% | Q4 2025 | Jan 27, 2026 |
| Boltwood Capital Management | History | No change | 11,000 | 129 | 0.03% | 0.03% | 417 | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| DRW Securities, LLC | History | New | 10,984 | 128 | 0.0% | — | 419 | +10,984 | New | Q4 2025 | Feb 12, 2026 |
| Planned Solutions, Inc. | History | No change | 10,925 | 128 | 0.04% | 0.04% | 420 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 10,898 | 127 | 0.0% | — | 421 | +10,898 | New | Q4 2025 | Feb 17, 2026 |
| BINGHAM PRIVATE WEALTH, LLC | History | New | 10,890 | 127 | 0.11% | — | 422 | +10,890 | New | Q4 2025 | Jan 23, 2026 |
| Nova R Wealth, Inc. | History | New | 10,753 | 126 | 0.05% | — | 423 | +10,753 | New | Q4 2025 | Jan 14, 2026 |
| Reliant Investment Partners, LLC | History | New | 10,731 | 125 | 0.1% | — | 425 | +10,731 | New | Q4 2025 | Feb 06, 2026 |
| Canopy Partners, LLC | History | New | 10,662 | 125 | 0.04% | — | 424 | +10,662 | New | Q4 2025 | Feb 12, 2026 |
| Klingman & Associates, LLC | History | New | 10,556 | 123 | 0.01% | — | 427 | +10,556 | New | Q4 2025 | Jan 29, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 10,492 | 123 | 0.0% | 0.0% | 426 | +229 | 2.23% | Q4 2025 | Feb 05, 2026 |
| Dempze Nancy E | History | New | 10,434 | 122 | 0.06% | — | 428 | +10,434 | New | Q4 2025 | Feb 17, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 10,342 | 121 | 0.08% | 0.08% | 429 | -231 | -2.18% | Q4 2025 | Feb 10, 2026 |
| SAPIENT CAPITAL LLC | History | New | 10,184 | 120 | 0.0% | — | 431 | +10,184 | New | Q4 2025 | Feb 05, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 10,299 | 120 | 0.0% | 0.01% | 432 | -7,134 | -40.92% | Q4 2025 | Jan 30, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 10,308 | 120 | 0.0% | 0.0% | 430 | +246 | 2.44% | Q4 2025 | Feb 13, 2026 |
| Third View Private Wealth, LLC | History | New | 10,095 | 118 | 0.02% | — | 434 | +10,095 | New | Q4 2025 | Jan 23, 2026 |
| Avid Wealth Partners LLC | History | Reduced | 10,073 | 118 | 0.06% | 0.06% | 433 | -659 | -6.14% | Q4 2025 | Feb 13, 2026 |
| S Harris Financial Group, LLC | History | New | 10,018 | 117 | 0.11% | — | 435 | +10,018 | New | Q4 2025 | Mar 03, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | New | 9,547 | 111 | 0.03% | — | 437 | +9,547 | New | Q4 2025 | Feb 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 9,474 | 111 | 0.0% | 0.0% | 436 | +1,070 | 12.73% | Q4 2025 | Feb 12, 2026 |
| BESSEMER GROUP INC | History | Added to | 9,392 | 110 | 0.0% | 0.0% | 438 | +4,058 | 76.08% | Q4 2025 | Feb 05, 2026 |
| AdvisorNet Financial, Inc | History | No change | 9,259 | 108 | 0.01% | 0.01% | 439 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 8,980 | 105 | 0.01% | 0.01% | 440 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Blue Trust, Inc. | History | Reduced | 8,584 | 100 | 0.0% | 0.0% | 441 | -3,423 | -28.51% | Q4 2025 | Jan 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 7,886 | 92 | 0.0% | 0.0% | 442 | +1,450 | 22.53% | Q4 2025 | Feb 09, 2026 |
| State of Wyoming | History | Added to | 7,828 | 91 | 0.01% | 0.01% | 443 | +100 | 1.29% | Q4 2025 | Feb 11, 2026 |
| Westside Investment Management, Inc. | History | No change | 7,288 | 87 | 0.01% | 0.01% | 444 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Horizon Investments, LLC | History | Added to | 7,361 | 86 | 0.0% | 0.0% | 445 | +407 | 5.85% | Q4 2025 | Feb 02, 2026 |
| Larson Financial Group LLC | History | Added to | 7,202 | 84 | 0.0% | 0.0% | 446 | +701 | 10.78% | Q4 2025 | Feb 06, 2026 |
| J.Safra Asset Management Corp | History | New | 7,113 | 83 | 0.0% | — | 447 | +7,113 | New | Q4 2025 | Feb 11, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 6,982 | 81 | 0.03% | 0.04% | 448 | +762 | 12.25% | Q4 2025 | Jan 22, 2026 |
| Gould Capital, LLC | History | No change | 6,666 | 78 | 0.05% | 0.04% | 449 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WealthCollab, LLC | History | No change | 6,722 | 78 | 0.03% | 0.03% | 450 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 6,465 | 75 | 0.0% | 0.0% | 451 | +569 | 9.65% | Q4 2025 | Feb 10, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 6,249 | 75 | 0.01% | 0.01% | 452 | +379 | 6.46% | Q4 2025 | Jan 28, 2026 |
| MAI Capital Management | History | Reduced | 6,371 | 74 | 0.0% | 0.0% | 453 | -74 | -1.15% | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 6,132 | 71 | 0.01% | 0.01% | 454 | +687 | 12.62% | Q4 2025 | Jan 26, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 5,970 | 70 | 0.0% | 0.0% | 455 | +5,198 | 673.32% | Q4 2025 | Feb 12, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 5,981 | 70 | 0.01% | 0.0% | 456 | +1,963 | 48.86% | Q4 2025 | Feb 13, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 5,838 | 68 | 0.04% | — | 457 | +5,838 | New | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | Added to | 5,543 | 65 | 0.0% | 0.0% | 458 | +2,494 | 81.8% | Q4 2025 | Feb 06, 2026 |
| Smithfield Trust Co | History | No change | 5,000 | 60 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Investors Research Corp | History | No change | 5,054 | 59 | 0.01% | 0.01% | 460 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 5,076 | 59 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| UMB Bank, n.a. | History | Reduced | 4,522 | 53 | 0.0% | 0.0% | 462 | -207 | -4.38% | Q4 2025 | Feb 13, 2026 |
| Murphy & Mullick Capital Management Corp | History | Added to | 4,577 | 53 | 0.04% | 0.03% | 463 | +27 | 0.59% | Q4 2025 | Feb 10, 2026 |
| Hughes Financial Services, LLC | History | No change | 4,300 | 50 | 0.01% | 0.01% | 464 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Dogwood Wealth Management LLC | History | No change | 4,171 | 48 | 0.02% | 0.02% | 465 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 3,943 | 46 | 0.01% | 0.0% | 466 | +3,016 | 325.35% | Q4 2025 | Jan 23, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 3,597 | 42 | 0.0% | — | 468 | +3,597 | New | Q4 2025 | Jan 21, 2026 |
| Root Financial Partners, LLC | History | Added to | 3,618 | 42 | 0.0% | 0.0% | 469 | +1,268 | 53.96% | Q4 2025 | Feb 10, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 3,650 | 42 | 0.0% | 0.0% | 467 | -400 | -9.88% | Q4 2025 | Feb 04, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 3,500 | 41 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Sound Income Strategies, LLC | History | Added to | 2,963 | 36 | 0.0% | — | 471 | +2,938 | 11752.0% | Q4 2025 | Jan 21, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 2,804 | 35 | 0.01% | 0.0% | 473 | +373 | 15.34% | Q4 2025 | Feb 02, 2026 |
| Princeton Global Asset Management LLC | History | No change | 3,000 | 35 | 0.01% | 0.01% | 472 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CoreCap Advisors, LLC | History | No change | 3,000 | 35 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 2,937 | 34 | 0.0% | — | 475 | +2,937 | New | Q4 2025 | Feb 06, 2026 |
| Eagle Bay Advisors LLC | History | New | 2,650 | 31 | 0.02% | — | 477 | +2,650 | New | Q4 2025 | Jan 23, 2026 |
| Spire Wealth Management | History | Reduced | 2,649 | 31 | 0.0% | 0.0% | 476 | -14 | -0.53% | Q4 2025 | Jan 14, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 2,571 | 30 | 0.0% | 0.0% | 478 | -116 | -4.32% | Q4 2025 | Feb 12, 2026 |
| True Wealth Design, LLC | History | Reduced | 2,578 | 30 | 0.01% | 0.01% | 479 | -44 | -1.68% | Q4 2025 | Jan 08, 2026 |
| Signature Equity Partners, LLC | History | New | 2,337 | 27 | 0.01% | — | 481 | +2,337 | New | Q4 2025 | Feb 17, 2026 |
| Rossby Financial, LCC | History | Added to | 2,335 | 27 | 0.01% | 0.01% | 480 | +86 | 3.82% | Q4 2025 | Feb 12, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 2,176 | 25 | 0.02% | 0.02% | 482 | -26 | -1.18% | Q4 2025 | Jan 07, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 2,046 | 24 | 0.0% | — | 484 | +2,046 | New | Q4 2025 | Feb 09, 2026 |
| GW&K Investment Management, LLC | History | No change | 2,083 | 24 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sachetta, LLC | History | No change | 2,014 | 23 | 0.01% | 0.01% | 485 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| SageView Advisory Group, LLC | History | New | 1,906 | 22 | 0.0% | — | 487 | +1,906 | New | Q4 2025 | Feb 17, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 1,925 | 22 | 0.0% | 0.0% | 486 | +209 | 12.18% | Q4 2025 | Jan 29, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 1,855 | 21 | 0.01% | 0.01% | 488 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Manchester Capital Management LLC | History | Reduced | 1,656 | 19 | 0.0% | 0.0% | 490 | -30 | -1.78% | Q4 2025 | Feb 11, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 1,647 | 19 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SHP Wealth Management | History | New | 1,603 | 18 | 0.0% | — | 492 | +1,603 | New | Q4 2025 | Mar 04, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | New | 1,556 | 18 | 0.0% | — | 491 | +1,556 | New | Q4 2025 | Feb 03, 2026 |
| Oakworth Capital, Inc. | History | New | 1,430 | 16 | 0.0% | — | 493 | +1,430 | New | Q4 2025 | Jan 30, 2026 |
| YANKCOM Partnership | History | New | 1,398 | 16 | 0.01% | — | 494 | +1,398 | New | Q4 2025 | Jan 20, 2026 |
| Basepoint Wealth LLC | History | New | 1,397 | 16 | 0.01% | — | 495 | +1,397 | New | Q4 2025 | Feb 10, 2026 |
| Strategic Advocates LLC | History | Added to | 1,293 | 15 | 0.0% | 0.0% | 497 | +633 | 95.91% | Q4 2025 | Feb 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,292 | 15 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Atlantic Private Wealth, LLC | History | Added to | 1,265 | 14 | 0.01% | 0.0% | 499 | +1,000 | 377.36% | Q4 2025 | Feb 11, 2026 |
| Bare Financial Services, Inc | History | Reduced | 1,207 | 14 | 0.0% | 0.0% | 500 | -296 | -19.69% | Q4 2025 | Feb 06, 2026 |
| Grove Bank & Trust | History | No change | 1,250 | 14 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| LRI Investments, LLC | History | No change | 1,202 | 14 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Elyxium Wealth, LLC | History | New | 1,136 | 13 | 0.0% | — | 503 | +1,136 | New | Q4 2025 | Feb 05, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 1,176 | 13 | 0.02% | 0.02% | 502 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 1,059 | 12 | 0.0% | — | 505 | +1,059 | New | Q4 2025 | Feb 13, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 1,061 | 12 | 0.0% | 0.0% | 504 | -54 | -4.84% | Q4 2025 | Jan 27, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 1,000 | 11 | 0.0% | — | 507 | +1,000 | New | Q4 2025 | Feb 09, 2026 |
| Ancora Advisors LLC | History | New | 982 | 11 | 0.0% | — | 506 | +982 | New | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 993 | 11 | 0.0% | 0.0% | 509 | +434 | 77.64% | Q4 2025 | Jan 28, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 1,007 | 11 | 0.0% | 0.0% | 508 | +264 | 35.53% | Q4 2025 | Jan 22, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Reduced | 919 | 10 | 0.0% | 0.01% | 510 | -1,042 | -53.14% | Q4 2025 | Feb 17, 2026 |
| SJS Investment Consulting Inc. | History | New | 894 | 10 | 0.0% | — | 511 | +894 | New | Q4 2025 | Jan 21, 2026 |
| Valued Wealth Advisors LLC | History | No change | 925 | 10 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| IMA Advisory Services, Inc. | History | New | 773 | 9 | 0.0% | — | 513 | +773 | New | Q4 2025 | Feb 11, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 798 | 9 | 0.0% | — | 516 | +725 | 993.15% | Q4 2025 | Feb 24, 2026 |
| Stone House Investment Management, LLC | History | Added to | 809 | 9 | 0.0% | 0.0% | 514 | +689 | 574.17% | Q4 2025 | Jan 21, 2026 |
| CX Institutional | History | Added to | 800 | 9 | 0.0% | 0.0% | 515 | +388 | 94.17% | Q4 2025 | Feb 02, 2026 |
| Principia Wealth Advisory, LLC | History | Reduced | 846 | 9 | 0.01% | 0.01% | 517 | -1 | -0.12% | Q4 2025 | Feb 10, 2026 |
| JNBA Financial Advisors | History | New | 703 | 8 | 0.0% | — | 519 | +703 | New | Q4 2025 | Jan 26, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 716 | 8 | 0.0% | 0.0% | 518 | -105 | -12.79% | Q4 2025 | Jan 27, 2026 |
| Cornerstone Financial Management LLC | History | New | 680 | 7 | 0.01% | — | 524 | +680 | New | Q4 2025 | Feb 13, 2026 |
| Merited Wealth, LLC | History | New | 679 | 7 | 0.01% | — | 525 | +679 | New | Q4 2025 | Mar 26, 2026 |
| Independence Bank of Kentucky | History | New | 674 | 7 | 0.0% | — | 522 | +674 | New | Q4 2025 | Jan 20, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 667 | 7 | 0.0% | 0.0% | 520 | +6 | 0.91% | Q4 2025 | Jan 27, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 676 | 7 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 670 | 7 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Nemes Rush Group LLC | History | New | 572 | 6 | 0.0% | — | 532 | +572 | New | Q4 2025 | Feb 11, 2026 |
| Ares Financial Consulting, LLC | History | New | 537 | 6 | 0.01% | — | 533 | +537 | New | Q4 2025 | Jan 30, 2026 |
| CENTRAL TRUST Co | History | Added to | 581 | 6 | 0.0% | 0.0% | 526 | +483 | 492.86% | Q4 2025 | Feb 02, 2026 |
| North Star Investment Management Corp. | History | Added to | 529 | 6 | 0.0% | — | 528 | +445 | 529.76% | Q4 2025 | Jan 30, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 549 | 6 | 0.0% | 0.0% | 530 | +242 | 78.83% | Q4 2025 | Feb 11, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 559 | 6 | 0.0% | 0.0% | 527 | -34 | -5.73% | Q4 2025 | Jan 29, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 517 | 6 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 573 | 6 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Triumph Capital Management | History | New | 503 | 5 | 0.0% | — | 536 | +503 | New | Q4 2025 | Feb 12, 2026 |
| Cape Investment Advisory, Inc. | History | New | 435 | 5 | 0.0% | — | 538 | +435 | New | Q4 2025 | Feb 17, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 442 | 5 | 0.0% | 0.0% | 535 | +62 | 16.32% | Q4 2025 | Jan 20, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 432 | 5 | 0.0% | 0.0% | 534 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 459 | 5 | 0.0% | 0.0% | 537 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Newbridge Financial Services Group, Inc. | History | New | 346 | 4 | 0.0% | — | 542 | +346 | New | Q4 2025 | Jan 21, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 377 | 4 | 0.0% | 0.0% | 539 | +257 | 214.17% | Q4 2025 | Jan 08, 2026 |
| Copeland Capital Management, LLC | History | No change | 359 | 4 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Heritage Wealth Advisors | History | No change | 400 | 4 | 0.0% | 0.0% | 541 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ORG Partners LLC | History | No change | 425 | 4 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Elevated Capital Advisors, LLC | History | New | 333 | 3 | 0.0% | — | 546 | +333 | New | Q4 2025 | Jan 27, 2026 |
| WEBSTER BANK, N. A. | History | New | 300 | 3 | 0.0% | — | 544 | +300 | New | Q4 2025 | Jan 23, 2026 |
| Signature Resources Capital Management, LLC | History | New | 300 | 3 | 0.0% | — | 548 | +300 | New | Q4 2025 | Jan 21, 2026 |
| Dunhill Financial, LLC | History | New | 299 | 3 | 0.0% | — | 549 | +299 | New | Q4 2025 | Jan 29, 2026 |
| Asset Dedication, LLC | History | No change | 278 | 3 | 0.0% | 0.0% | 545 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 281 | 3 | 0.0% | 0.0% | 547 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Fortitude Family Office, LLC | History | No change | 318 | 3 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 292 | 3 | 0.0% | 0.0% | 551 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| HM PAYSON & CO | History | New | 236 | 2 | 0.0% | — | 552 | +236 | New | Q4 2025 | Feb 12, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 230 | 2 | 0.0% | — | 558 | +230 | New | Q4 2025 | Jan 26, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 226 | 2 | 0.0% | 0.0% | 559 | -226 | -50.0% | Q4 2025 | Feb 18, 2026 |
| Kilter Group LLC | History | New | 192 | 2 | 0.0% | — | 560 | +192 | New | Q4 2025 | Feb 13, 2026 |
| Lodestone Wealth Management LLC | History | New | 178 | 2 | 0.0% | — | 554 | +178 | New | Q4 2025 | Jan 15, 2026 |
| MCF Advisors LLC | History | New | 172 | 2 | 0.0% | — | 553 | +172 | New | Q4 2025 | Feb 11, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 189 | 2 | 0.0% | — | 555 | +102 | 117.24% | Q4 2025 | Feb 09, 2026 |
| American Capital Advisory, LLC | History | Reduced | 206 | 2 | 0.0% | 0.0% | 556 | -1 | -0.48% | Q4 2025 | Jan 30, 2026 |
| Wealth Watch Advisors, INC | History | No change | 199 | 2 | 0.0% | 0.0% | 557 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 155 | 1 | 0.0% | — | 565 | +155 | New | Q4 2025 | Feb 23, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 120 | 1 | 0.0% | — | 568 | +120 | New | Q4 2025 | Feb 10, 2026 |
| TD Capital Management LLC | History | New | 107 | 1 | 0.0% | — | 563 | +107 | New | Q4 2025 | Feb 26, 2026 |
| WPG Advisers, LLC | History | New | 105 | 1 | 0.0% | — | 567 | +105 | New | Q4 2025 | Jan 28, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Reduced | 100 | 1 | 0.0% | 0.0% | 562 | -100 | -50.0% | Q4 2025 | Jan 20, 2026 |
| Trust Co | History | New | 98 | 1 | 0.0% | — | 564 | +98 | New | Q4 2025 | Jan 15, 2026 |
| ST GERMAIN D J CO INC | History | No change | 158 | 1 | 0.0% | 0.0% | 561 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 100 | 1 | 0.0% | 0.0% | 566 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CASTLEARK MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -405,515 | -100.0% | Q3 2025 | Nov 17, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -164,438 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -126,946 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Myriad Asset Management US LP | History | Closed out | 0 | 0 | — | 0.45% | — | -79,323 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Legacy Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -44,826 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -35,661 | -100.0% | Q3 2025 | Nov 14, 2025 |
| VSM Wealth Advisory, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -31,608 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,824 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Blue Barn Wealth, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -20,449 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Perfromance Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -20,294 | -100.0% | Q3 2025 | Nov 07, 2025 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,155 | -100.0% | Q3 2025 | Oct 23, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -20,078 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Bangor Savings Bank | History | Closed out | 0 | 0 | — | 0.02% | — | -18,536 | -100.0% | Q3 2025 | Oct 27, 2025 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -15,267 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,750 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BigSur Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -12,986 | -100.0% | Q3 2025 | Oct 14, 2025 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,626 | -100.0% | Q3 2025 | Nov 12, 2025 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,048 | -100.0% | Q3 2025 | Oct 27, 2025 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -10,011 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Compagnie Lombard Odier SCmA | History | Closed out | 0 | 0 | — | 0.0% | — | -8,680 | -100.0% | Q3 2025 | Nov 06, 2025 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,271 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Park Square Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,776 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -633 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Koesten, Hirschmann & Crabtree, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q3 2025 | Nov 05, 2025 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -591 | -100.0% | Q3 2025 | Nov 12, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -577 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LOGAN CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -532 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -366 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Centerpoint Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -358 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Marshall & Sterling Wealth Advisors Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -281 | -100.0% | Q3 2025 | Nov 10, 2025 |
| CITY HOLDING CO | History | Closed out | 0 | 0 | — | 0.0% | — | -266 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -148 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Crewe Advisors LLC | History | New | 78 | 0 | — | — | — | +78 | New | Q4 2025 | Jan 16, 2026 |
| BAYBAN | History | New | 62 | 0 | — | — | — | +62 | New | Q4 2025 | Mar 05, 2026 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | — | — | -19 | -100.0% | Q3 2025 | Nov 03, 2025 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Anfield Capital Management, LLC | History | No change | 67 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Bogart Wealth, LLC | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| West Branch Capital LLC | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 83 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| High Note Wealth, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Private Wealth Management Group, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Graney & King, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |