iSHARES TRUST - SHYG
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ROYAL BANK OF CANADA | History | New | 14,276,885 | 612,051 | 0.1% | — | 1 | +14,276,885 | New | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 12,779,590 | 547,861 | 0.03% | 0.01% | 2 | +9,486,222 | 288.04% | Q4 2025 | Feb 13, 2026 |
| Bramshill Investments, LLC | History | Added to | 11,981,466 | 513,645 | 29.04% | 25.7% | 3 | +3,289,152 | 37.84% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 11,725,197 | 502,659 | 1.03% | 1.03% | 4 | +671,760 | 6.08% | Q4 2025 | Jan 23, 2026 |
| Empower Advisory Group, LLC | History | Added to | 11,141,123 | 477,619 | 1.29% | 1.24% | 5 | +850,606 | 8.27% | Q4 2025 | Feb 12, 2026 |
| Japan Science & Technology Agency | History | No change | 4,450,000 | 190,771 | 3.51% | 3.43% | 6 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BlackRock, Inc. | History | Reduced | 3,817,286 | 163,647 | 0.0% | 0.0% | 7 | -455,731 | -10.67% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 2,951,728 | 126,540 | 0.17% | 0.17% | 8 | -77,004 | -2.54% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Reduced | 2,841,485 | 121,814 | 0.03% | 0.04% | 9 | -86,965 | -2.97% | Q4 2025 | Feb 11, 2026 |
| Wealthfront Advisers LLC | History | Added to | 2,813,101 | 120,597 | 0.27% | 0.27% | 10 | +182,964 | 6.96% | Q4 2025 | Jan 30, 2026 |
| NEPC LLC | History | Added to | 2,632,283 | 112,845 | 2.4% | 2.51% | 11 | +431,320 | 19.6% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,422,351 | 103,846 | 0.01% | 0.01% | 12 | -239,677 | -9.0% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 1,930,920 | 82,778 | 0.13% | 0.13% | 13 | +113,622 | 6.25% | Q4 2025 | Feb 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,689,788 | 72,441 | 0.02% | 0.04% | 14 | -1,332,943 | -44.1% | Q4 2025 | Feb 10, 2026 |
| ARCH CAPITAL GROUP LTD. | History | No change | 1,531,250 | 65,645 | 22.46% | 22.57% | 15 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 1,528,850 | 65,541 | 0.17% | 0.18% | 16 | -56,150 | -3.54% | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,505,269 | 64,530 | 0.01% | 0.01% | 17 | +21,297 | 1.44% | Q4 2025 | Feb 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 1,077,221 | 46,180 | 0.05% | — | 18 | +1,077,221 | New | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 1,077,058 | 46,173 | 0.05% | 0.06% | 19 | +28,484 | 2.72% | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | Added to | 1,035,730 | 44,588 | 2.11% | 2.34% | 20 | +34,667 | 3.46% | Q4 2025 | Jan 21, 2026 |
| Ocean Park Asset Management, LLC | History | Reduced | 1,008,700 | 43,242 | 2.03% | 2.21% | 21 | -229,600 | -18.54% | Q4 2025 | Jan 15, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 1,000,360 | 42,885 | 0.16% | 0.3% | 22 | -903,159 | -47.45% | Q4 2025 | Jan 30, 2026 |
| Bank of New York Mellon Corp | History | Added to | 877,177 | 37,604 | 0.01% | 0.01% | 23 | +11,676 | 1.35% | Q4 2025 | Feb 10, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 865,592 | 37,107 | 0.06% | 0.03% | 24 | +474,670 | 121.42% | Q4 2025 | Jan 15, 2026 |
| Cetera Investment Advisers | History | Added to | 863,563 | 37,020 | 0.04% | 0.04% | 25 | +38,725 | 4.69% | Q4 2025 | Feb 17, 2026 |
| Permanens Capital L.P. | History | Added to | 847,010 | 36,311 | 4.74% | 5.08% | 26 | +60,945 | 7.75% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 841,451 | 36,073 | 0.01% | 0.02% | 27 | -306,410 | -26.69% | Q4 2025 | Feb 18, 2026 |
| Betterment LLC | History | Added to | 827,737 | 35,485 | 0.07% | 0.06% | 28 | +131,195 | 18.84% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Reduced | 710,154 | 30,444 | 0.0% | 0.0% | 29 | -9,153 | -1.27% | Q4 2025 | Jan 29, 2026 |
| SHP Wealth Management | History | New | 624,049 | 26,752 | 2.08% | — | 30 | +624,049 | New | Q4 2025 | Mar 04, 2026 |
| Ninety One UK Ltd | History | Reduced | 577,751 | 24,768 | 0.05% | 0.06% | 31 | -32,000 | -5.25% | Q4 2025 | Jan 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 545,412 | 23,382 | 0.2% | 0.19% | 32 | -8,074 | -1.46% | Q4 2025 | Jan 05, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 544,315 | 23,334 | 0.01% | 0.01% | 33 | +165,900 | 43.84% | Q4 2025 | Feb 13, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 532,453 | 22,826 | 0.53% | 0.53% | 34 | +25,051 | 4.94% | Q4 2025 | Feb 10, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 526,684 | 22,578 | 4.35% | 4.2% | 35 | +36,272 | 7.4% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Reduced | 523,458 | 22,440 | 0.02% | 0.02% | 36 | -13,266 | -2.47% | Q4 2025 | Feb 17, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 522,377 | 22,394 | 0.09% | 0.08% | 37 | +106,786 | 25.69% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 518,964 | 22,248 | 0.02% | 0.02% | 38 | +20,884 | 4.19% | Q4 2025 | Feb 06, 2026 |
| High Probability Advisors, LLC | History | Added to | 474,358 | 20,335 | 2.71% | 2.69% | 39 | +21,006 | 4.63% | Q4 2025 | Jan 29, 2026 |
| LOOMIS SAYLES & CO L P | History | Added to | 466,000 | 19,977 | 0.02% | 0.02% | 40 | +84,500 | 22.15% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 461,718 | 19,796 | 0.03% | 0.07% | 41 | -755,119 | -62.06% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Added to | 458,820 | 19,669 | 0.22% | 0.22% | 42 | +19,312 | 4.39% | Q4 2025 | Feb 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 455,534 | 19,528 | 0.05% | 0.04% | 43 | +117,964 | 34.95% | Q4 2025 | Feb 13, 2026 |
| ATWOOD & PALMER INC | History | Added to | 449,928 | 19,288 | 1.1% | 1.12% | 44 | +8,425 | 1.91% | Q4 2025 | Jan 28, 2026 |
| Matthew Goff Investment Advisor, LLC | History | Added to | 445,011 | 19,077 | 3.38% | 2.93% | 45 | +49,059 | 12.39% | Q4 2025 | Jan 14, 2026 |
| Legacy Financial Group LLC | History | Added to | 417,113 | 17,835 | 2.2% | 1.45% | 46 | +160,814 | 62.74% | Q4 2025 | Feb 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 408,164 | 17,497 | 0.0% | 0.0% | 47 | -23,945 | -5.54% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 404,984 | 17,361 | 0.02% | 0.02% | 48 | -21,346 | -5.01% | Q4 2025 | Feb 13, 2026 |
| Hilton Capital Management, LLC | History | Added to | 391,504 | 16,783 | 1.26% | 1.34% | 49 | +10,314 | 2.71% | Q4 2025 | Feb 12, 2026 |
| Advisors Capital Management, LLC | History | Added to | 376,430 | 16,137 | 0.19% | 0.19% | 50 | +27,294 | 7.82% | Q4 2025 | Jan 29, 2026 |
| MAI Capital Management | History | Added to | 364,620 | 15,631 | 0.09% | 0.1% | 51 | +12,059 | 3.42% | Q4 2025 | Feb 13, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 356,940 | 15,302 | 1.54% | 1.59% | 52 | -2,252 | -0.63% | Q4 2025 | Jan 26, 2026 |
| Cascade Wealth Advisors, Inc | History | Added to | 346,688 | 14,938 | 6.89% | 6.85% | 53 | +22,583 | 6.97% | Q4 2025 | Feb 04, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Added to | 338,501 | 14,511 | 0.03% | 0.02% | 54 | +53,900 | 18.94% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 337,490 | 14,468 | 0.02% | 0.02% | 55 | -51,418 | -13.22% | Q4 2025 | Feb 02, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 332,936 | 14,272 | 0.0% | 0.0% | 56 | +5,509 | 1.68% | Q4 2025 | Feb 11, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 321,649 | 13,789 | 4.07% | 4.18% | 57 | +29,814 | 10.22% | Q4 2025 | Feb 13, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 316,801 | 13,581 | 0.49% | 0.62% | 58 | -60,949 | -16.13% | Q4 2025 | Jan 27, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 305,003 | 13,075 | 0.17% | 0.18% | 59 | -4,332 | -1.4% | Q4 2025 | Jan 22, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 288,312 | 12,359 | 0.25% | 0.22% | 60 | +72,814 | 33.79% | Q4 2025 | Feb 03, 2026 |
| Gibbs Wealth Management | History | Reduced | 281,611 | 12,123 | 2.93% | 2.93% | 61 | -17,604 | -5.88% | Q4 2025 | Jan 23, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 279,463 | 11,980 | 5.0% | 4.98% | 62 | +16,799 | 6.4% | Q4 2025 | Feb 03, 2026 |
| Financial Sense Advisors, Inc. | History | Added to | 273,563 | 11,727 | 2.14% | 2.02% | 63 | +377 | 0.14% | Q4 2025 | Feb 13, 2026 |
| Waterloo Capital, L.P. | History | Added to | 263,331 | 11,288 | 0.81% | 0.76% | 64 | +28,219 | 12.0% | Q4 2025 | Feb 10, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 262,076 | 11,235 | 0.26% | — | 65 | +262,076 | New | Q4 2025 | Feb 17, 2026 |
| KilterHowling LLC | History | Reduced | 261,395 | 11,206 | 5.68% | 7.92% | 66 | -66,939 | -20.39% | Q4 2025 | Feb 13, 2026 |
| Freestate Advisors LLC | History | Added to | 260,969 | 11,187 | 9.09% | 9.09% | 67 | +10,608 | 4.24% | Q4 2025 | Jan 12, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 257,425 | 11,035 | 0.14% | 0.15% | 68 | -405 | -0.16% | Q4 2025 | Feb 09, 2026 |
| Pathstone Holdings, LLC | History | New | 251,221 | 10,769 | 0.04% | — | 69 | +251,221 | New | Q4 2025 | Feb 13, 2026 |
| Peak Financial Management, Inc. | History | Added to | 248,190 | 10,639 | 2.74% | 2.78% | 70 | +5,664 | 2.34% | Q4 2025 | Jan 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 242,120 | 10,379 | 0.06% | 0.06% | 71 | +18,969 | 8.5% | Q4 2025 | Feb 11, 2026 |
| KITCHING PARTNERS, LLC | History | Added to | 241,648 | 10,359 | 9.45% | 9.43% | 72 | +11,048 | 4.79% | Q4 2025 | Feb 18, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 239,284 | 10,258 | 0.03% | 0.03% | 73 | -34,301 | -12.54% | Q4 2025 | Feb 05, 2026 |
| Motley Fool Wealth Management, LLC | History | Reduced | 239,285 | 10,258 | 0.8% | 0.8% | 74 | -33,621 | -12.32% | Q4 2025 | Feb 11, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 232,297 | 9,958 | 0.1% | 0.11% | 75 | -9,630 | -3.98% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 224,423 | 9,621 | 0.04% | 0.04% | 76 | +33,037 | 17.26% | Q4 2025 | Feb 13, 2026 |
| Powers Advisory Group, LLC | History | Added to | 218,567 | 9,369 | 3.53% | 3.66% | 77 | +6,426 | 3.03% | Q4 2025 | Jan 22, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 215,294 | 9,229 | 0.14% | 0.16% | 78 | -11,408 | -5.03% | Q4 2025 | Feb 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 208,868 | 8,979 | 0.01% | 0.01% | 79 | +92,677 | 79.76% | Q4 2025 | Jan 08, 2026 |
| Whitford Management LLC | History | No change | 202,000 | 8,659 | 8.79% | 8.78% | 80 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 200,856 | 8,610 | 1.81% | 1.93% | 81 | +4,698 | 2.4% | Q4 2025 | Jan 23, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 193,805 | 8,308 | 0.0% | 0.0% | 82 | +85,431 | 78.83% | Q4 2025 | Mar 25, 2026 |
| Ascent Group, LLC | History | Added to | 186,242 | 7,984 | 0.27% | 0.26% | 83 | +15,477 | 9.06% | Q4 2025 | Jan 20, 2026 |
| Cerity Partners LLC | History | New | 179,120 | 7,678 | 0.01% | — | 84 | +179,120 | New | Q4 2025 | Feb 11, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 177,004 | 7,588 | 0.14% | 0.14% | 85 | +11,552 | 6.98% | Q4 2025 | Jan 23, 2026 |
| Avior Wealth Management, LLC | History | Added to | 175,501 | 7,523 | 0.23% | 0.24% | 86 | +1,650 | 0.95% | Q4 2025 | Jan 06, 2026 |
| GeoWealth Management, LLC | History | Added to | 167,895 | 7,197 | 0.27% | 0.21% | 87 | +33,884 | 25.28% | Q4 2025 | Feb 17, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 167,889 | 7,197 | 0.26% | 0.2% | 88 | +30,355 | 22.07% | Q4 2025 | Jan 30, 2026 |
| Portside Wealth Group, LLC | History | Added to | 164,818 | 7,065 | 0.95% | 0.84% | 89 | +24,310 | 17.3% | Q4 2025 | Jan 21, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 164,472 | 7,050 | 0.36% | 0.39% | 90 | -13,555 | -7.61% | Q4 2025 | Feb 17, 2026 |
| Towercrest Capital Management | History | Added to | 163,518 | 7,010 | 1.11% | 1.03% | 91 | +15,541 | 10.5% | Q4 2025 | Jan 21, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 162,840 | 6,980 | 1.88% | 1.69% | 92 | +17,696 | 12.19% | Q4 2025 | Jan 16, 2026 |
| Livet Wealth, LLC | History | New | 155,269 | 6,656 | 4.1% | — | 93 | +155,269 | New | Q4 2025 | Feb 13, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 154,878 | 6,639 | 0.67% | 0.29% | 94 | +96,040 | 163.23% | Q4 2025 | Feb 06, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 153,439 | 6,577 | 0.07% | 0.01% | 95 | +128,588 | 517.44% | Q4 2025 | Jan 20, 2026 |
| ALESCO ADVISORS LLC | History | Reduced | 151,660 | 6,501 | 0.17% | 0.18% | 96 | -2,040 | -1.33% | Q4 2025 | Jan 28, 2026 |
| Focus Partners Wealth | History | Added to | 149,709 | 6,418 | 0.01% | 0.0% | 97 | +119,046 | 388.24% | Q4 2025 | Feb 13, 2026 |
| EFG International AG | History | New | 149,453 | 6,407 | 0.12% | — | 98 | +149,453 | New | Q4 2025 | Feb 17, 2026 |
| Alexis Investment Partners, LLC | History | Added to | 147,810 | 6,340 | 2.36% | 0.48% | 99 | +18,997 | 14.75% | Q4 2025 | Jan 29, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 147,645 | 6,329 | 0.22% | 0.19% | 100 | +22,216 | 17.71% | Q4 2025 | Feb 13, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 145,361 | 6,231 | 0.7% | 0.6% | 101 | +26,734 | 22.54% | Q4 2025 | Jan 14, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 145,113 | 6,220 | 0.23% | 0.0% | 102 | +143,516 | 8986.6% | Q4 2025 | Feb 04, 2026 |
| Arkadios Wealth Advisors | History | Added to | 141,052 | 6,046 | 0.12% | 0.13% | 103 | +14,246 | 11.23% | Q4 2025 | Feb 13, 2026 |
| RiverFront Investment Group, LLC | History | Reduced | 140,676 | 6,030 | 0.1% | 0.99% | 104 | -1,160,220 | -89.19% | Q4 2025 | Feb 05, 2026 |
| Hudock, Inc. | History | Added to | 134,971 | 5,786 | 0.85% | 0.87% | 105 | +1,993 | 1.5% | Q4 2025 | Feb 12, 2026 |
| Merit Financial Group, LLC | History | Added to | 132,927 | 5,698 | 0.05% | 0.05% | 106 | +2,084 | 1.59% | Q4 2025 | Jan 26, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 131,855 | 5,652 | 0.18% | 0.13% | 107 | +50,913 | 62.9% | Q4 2025 | Feb 17, 2026 |
| Twelve Points Wealth Management LLC | History | Added to | 130,400 | 5,613 | 1.26% | 0.35% | 108 | +98,188 | 304.82% | Q4 2025 | Jan 23, 2026 |
| Alliance Wealth Management Group | History | Added to | 130,015 | 5,573 | 1.22% | 1.12% | 109 | +13,796 | 11.87% | Q4 2025 | Jan 21, 2026 |
| PLANNING DIRECTIONS INC | History | Added to | 129,248 | 5,540 | 2.79% | 2.41% | 110 | +22,496 | 21.07% | Q4 2025 | Jan 21, 2026 |
| COURIER CAPITAL LLC | History | Added to | 126,069 | 5,404 | 0.3% | 0.3% | 111 | +5,196 | 4.3% | Q4 2025 | Jan 29, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Added to | 125,222 | 5,368 | 1.88% | 1.76% | 112 | +10,001 | 8.68% | Q4 2025 | Feb 10, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Reduced | 120,349 | 5,159 | 2.81% | 2.87% | 113 | -6,058 | -4.79% | Q4 2025 | Jan 28, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 120,206 | 5,153 | 0.19% | 0.24% | 114 | +1,103 | 0.93% | Q4 2025 | Feb 09, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 118,693 | 5,088 | 0.12% | 0.13% | 115 | -6,374 | -5.1% | Q4 2025 | Feb 13, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 118,110 | 5,063 | 2.04% | 1.94% | 116 | +2,324 | 2.01% | Q4 2025 | Feb 11, 2026 |
| Level Financial Advisors | History | Added to | 117,618 | 5,042 | 1.33% | 1.41% | 117 | +2,238 | 1.94% | Q4 2025 | Jan 26, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 116,865 | 5,010 | 0.0% | 0.0% | 118 | -41,667 | -26.28% | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Added to | 116,723 | 5,004 | 0.01% | 0.01% | 119 | +7,387 | 6.76% | Q4 2025 | Jan 26, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 113,450 | 4,863 | 0.0% | 0.0% | 120 | +113,401 | 231430.61% | Q4 2025 | Feb 11, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | Added to | 112,204 | 4,810 | 0.29% | 0.29% | 121 | +1,176 | 1.06% | Q4 2025 | Feb 06, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 111,205 | 4,767 | 0.24% | 0.25% | 122 | -932 | -0.83% | Q4 2025 | Feb 03, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 109,063 | 4,675 | 1.01% | 1.1% | 123 | +7,441 | 7.32% | Q4 2025 | Feb 09, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | New | 108,096 | 4,634 | 0.74% | — | 124 | +108,096 | New | Q4 2025 | Jan 26, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 107,597 | 4,613 | 0.01% | 0.02% | 125 | -103,646 | -49.06% | Q4 2025 | Feb 11, 2026 |
| SageView Advisory Group, LLC | History | Added to | 107,576 | 4,611 | 0.16% | 0.16% | 126 | +747 | 0.7% | Q4 2025 | Feb 17, 2026 |
| Smith Salley Wealth Management | History | Added to | 106,852 | 4,580 | 0.23% | 0.23% | 127 | +2,329 | 2.23% | Q4 2025 | Jan 27, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 105,293 | 4,513 | 0.86% | 0.85% | 128 | +5,966 | 6.01% | Q4 2025 | Jan 21, 2026 |
| Friedenthal Financial | History | Reduced | 103,432 | 4,434 | 2.28% | 4.23% | 129 | -85,766 | -45.33% | Q4 2025 | Jan 27, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Added to | 103,238 | 4,425 | 1.3% | 0.91% | 130 | +36,012 | 53.57% | Q4 2025 | Feb 13, 2026 |
| One Capital Management, LLC | History | Added to | 101,091 | 4,333 | 0.13% | 0.13% | 131 | +5,889 | 6.19% | Q4 2025 | Feb 10, 2026 |
| CITY HOLDING CO | History | Reduced | 100,817 | 4,320 | 0.53% | 0.55% | 132 | -777 | -0.76% | Q4 2025 | Jan 22, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 100,460 | 4,306 | 0.0% | 0.0% | 133 | +14,315 | 16.62% | Q4 2025 | Feb 17, 2026 |
| Manske Wealth Management | History | Added to | 98,193 | 4,209 | 1.24% | 1.27% | 134 | +2,512 | 2.63% | Q4 2025 | Feb 03, 2026 |
| Global Retirement Partners, LLC | History | Added to | 98,103 | 4,205 | 0.07% | 0.01% | 135 | +83,639 | 578.26% | Q4 2025 | Feb 06, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | New | 96,900 | 4,154 | 0.57% | — | 136 | +96,900 | New | Q4 2025 | Feb 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 95,718 | 4,103 | 0.05% | 0.06% | 137 | -1,838 | -1.88% | Q4 2025 | Jan 29, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 90,779 | 3,891 | 0.45% | 0.45% | 138 | +3,868 | 4.45% | Q4 2025 | Jan 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 90,174 | 3,865 | 0.0% | 0.0% | 139 | -1,375 | -1.5% | Q4 2025 | Feb 12, 2026 |
| David Kennon Inc | History | Added to | 89,488 | 3,836 | 1.36% | 1.38% | 140 | +955 | 1.08% | Q4 2025 | Jan 26, 2026 |
| Independent Solutions Wealth Management, LLC | History | Added to | 89,050 | 3,817 | 0.7% | 0.58% | 141 | +13,858 | 18.43% | Q4 2025 | Feb 05, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | No change | 89,000 | 3,815 | 0.96% | 0.91% | 142 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Owen LaRue, LLC | History | Reduced | 84,221 | 3,610 | 1.37% | 1.57% | 143 | -8,242 | -8.91% | Q4 2025 | Feb 05, 2026 |
| ALLSTATE CORP | History | Added to | 83,520 | 3,580 | 0.05% | 0.07% | 144 | +8,493 | 11.32% | Q4 2025 | Feb 09, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Added to | 82,537 | 3,538 | 0.22% | 0.22% | 145 | +2,686 | 3.36% | Q4 2025 | Jan 21, 2026 |
| American Wealth Advisors, LLC | History | Added to | 82,283 | 3,527 | 3.46% | 3.41% | 146 | +2,709 | 3.4% | Q4 2025 | Jan 26, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 82,073 | 3,518 | 0.06% | 0.07% | 147 | -16,955 | -17.12% | Q4 2025 | Jan 28, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | New | 80,791 | 3,463 | 2.47% | — | 148 | +80,791 | New | Q4 2025 | Feb 13, 2026 |
| Virtue Capital Management, LLC | History | Added to | 79,572 | 3,413 | 0.53% | 0.17% | 149 | +72,081 | 962.23% | Q4 2025 | Feb 18, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 78,678 | 3,372 | 0.32% | 0.33% | 150 | -125 | -0.16% | Q4 2025 | Jan 23, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 78,368 | 3,359 | 0.15% | 0.16% | 151 | +3,809 | 5.11% | Q4 2025 | Feb 17, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 78,048 | 3,345 | 0.59% | 0.58% | 152 | +2,471 | 3.27% | Q4 2025 | Feb 03, 2026 |
| Composition Wealth, LLC | History | Reduced | 77,886 | 3,338 | 0.05% | 0.05% | 153 | -2,143 | -2.68% | Q4 2025 | Feb 02, 2026 |
| Private Advisor Group, LLC | History | Added to | 77,591 | 3,326 | 0.02% | 0.02% | 154 | +6,110 | 8.55% | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | Added to | 76,675 | 3,287 | 0.05% | 0.04% | 155 | +27,802 | 56.89% | Q4 2025 | Mar 12, 2026 |
| Sigma Planning Corp | History | Added to | 76,622 | 3,284 | 0.09% | 0.09% | 156 | +3,385 | 4.62% | Q4 2025 | Jan 30, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 76,441 | 3,277 | 0.24% | 0.24% | 157 | -3,453 | -4.32% | Q4 2025 | Feb 12, 2026 |
| Future Financial Wealth Managment LLC | History | Added to | 76,051 | 3,269 | 2.2% | 1.92% | 158 | +5,672 | 8.06% | Q4 2025 | Jan 21, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 74,794 | 3,206 | 0.08% | 0.0% | 159 | +74,419 | 19845.07% | Q4 2025 | Feb 17, 2026 |
| Flavin Financial Services, Inc. | History | Added to | 74,806 | 3,206 | 2.2% | 2.23% | 160 | +2,265 | 3.12% | Q4 2025 | Feb 05, 2026 |
| Continuum Advisory, LLC | History | Added to | 73,375 | 3,145 | 0.31% | 0.28% | 161 | +13,174 | 21.88% | Q4 2025 | Feb 11, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 70,079 | 3,004 | 0.02% | 0.02% | 162 | +3,436 | 5.16% | Q4 2025 | Feb 12, 2026 |
| Addison Capital Co | History | Added to | 69,804 | 2,992 | 0.75% | 0.67% | 163 | +17,149 | 32.57% | Q4 2025 | Feb 02, 2026 |
| Parcion Private Wealth LLC | History | Added to | 69,451 | 2,977 | 0.18% | 0.18% | 164 | +1,045 | 1.53% | Q4 2025 | Jan 26, 2026 |
| Crabel Capital Management, LLC | History | Added to | 69,410 | 2,975 | 2.25% | 1.74% | 165 | +24,462 | 54.42% | Q4 2025 | Feb 17, 2026 |
| PFG Investments, LLC | History | Reduced | 67,898 | 2,910 | 0.14% | 0.16% | 166 | -2,565 | -3.64% | Q4 2025 | Jan 26, 2026 |
| Balefire, LLC | History | Added to | 67,709 | 2,902 | 0.57% | 0.58% | 167 | +621 | 0.93% | Q4 2025 | Jan 12, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 67,237 | 2,882 | 0.0% | 0.0% | 168 | -5,772 | -7.91% | Q4 2025 | Jan 23, 2026 |
| Cordoba Advisory Partners LLC | History | New | 67,205 | 2,881 | 0.71% | — | 169 | +67,205 | New | Q4 2025 | Feb 13, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 65,652 | 2,814 | 0.88% | 0.89% | 170 | +3,286 | 5.27% | Q4 2025 | Feb 11, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 64,408 | 2,761 | 0.03% | 0.07% | 171 | -120,761 | -65.22% | Q4 2025 | Feb 13, 2026 |
| Center For Asset Management LLC | History | Reduced | 64,041 | 2,745 | 1.44% | 1.65% | 172 | -7,470 | -10.45% | Q4 2025 | Jan 21, 2026 |
| Bauman Advisory Group, LLC | History | New | 62,708 | 2,688 | 2.17% | — | 173 | +62,708 | New | Q4 2025 | Feb 20, 2026 |
| Equitable Holdings, Inc. | History | Added to | 62,485 | 2,678 | 0.02% | 0.02% | 174 | +6,307 | 11.23% | Q4 2025 | Feb 17, 2026 |
| Guardian Asset Advisors, LLC | History | Added to | 61,966 | 2,656 | 1.38% | 1.39% | 175 | +2,477 | 4.16% | Q4 2025 | Jan 29, 2026 |
| Essex LLC | History | Reduced | 61,669 | 2,643 | 0.47% | 0.57% | 176 | -10,740 | -14.83% | Q4 2025 | Jan 20, 2026 |
| Sovran Advisors, LLC | History | Added to | 59,770 | 2,571 | 0.22% | 0.21% | 177 | +3,577 | 6.37% | Q4 2025 | Jan 20, 2026 |
| Investments & Financial Planning, LLC | History | Added to | 59,389 | 2,546 | 1.37% | 1.23% | 178 | +6,705 | 12.73% | Q4 2025 | Feb 23, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 58,774 | 2,519 | 0.03% | 0.03% | 179 | +4,490 | 8.27% | Q4 2025 | Feb 10, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 57,319 | 2,457 | 0.0% | 0.0% | 180 | +525 | 0.92% | Q4 2025 | Feb 13, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 57,085 | 2,447 | 0.04% | 0.05% | 181 | +5,155 | 9.93% | Q4 2025 | Jan 16, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Added to | 56,371 | 2,416 | 0.41% | 0.35% | 182 | +8,055 | 16.67% | Q4 2025 | Feb 17, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 55,789 | 2,391 | 1.1% | 1.07% | 183 | +1,357 | 2.49% | Q4 2025 | Feb 09, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 55,525 | 2,380 | 0.14% | 0.15% | 184 | +1,984 | 3.71% | Q4 2025 | Feb 13, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 54,291 | 2,327 | 0.52% | 0.72% | 185 | -10,323 | -15.98% | Q4 2025 | Feb 09, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 54,127 | 2,320 | 0.01% | 0.02% | 186 | -66,929 | -55.29% | Q4 2025 | Feb 06, 2026 |
| REGIONS FINANCIAL CORP | History | New | 54,049 | 2,317 | 0.01% | — | 187 | +54,049 | New | Q4 2025 | Jan 27, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 53,957 | 2,313 | 0.01% | 0.02% | 188 | +1,831 | 3.51% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 52,710 | 2,259 | 0.01% | 0.01% | 189 | -4,205 | -7.39% | Q4 2025 | Jan 29, 2026 |
| Compound Planning, Inc. | History | Added to | 52,421 | 2,247 | 0.07% | 0.07% | 190 | +686 | 1.33% | Q4 2025 | Feb 19, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 52,137 | 2,235 | 0.02% | 0.03% | 191 | +9,743 | 22.98% | Q4 2025 | Jan 23, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Added to | 51,492 | 2,207 | 0.32% | 0.32% | 192 | +2,470 | 5.04% | Q4 2025 | Jan 27, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 50,694 | 2,173 | 0.05% | 0.06% | 193 | -291 | -0.57% | Q4 2025 | Jan 28, 2026 |
| Blue Barn Wealth, LLC | History | Reduced | 50,219 | 2,152 | 3.13% | 3.51% | 194 | -134,246 | -72.78% | Q4 2025 | Feb 10, 2026 |
| S. R. Schill & Associates | History | Reduced | 50,029 | 2,144 | 1.51% | 1.53% | 195 | -320 | -0.64% | Q4 2025 | Jan 23, 2026 |
| Hofer & Associates. Inc | History | Added to | 49,562 | 2,124 | 1.13% | 1.15% | 196 | +3,203 | 6.91% | Q4 2025 | Jan 15, 2026 |
| Rooted Wealth Advisors, Inc. | History | Added to | 49,259 | 2,106 | 0.59% | 0.63% | 197 | +1,163 | 2.42% | Q4 2025 | Feb 09, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 57,787 | 2,080 | 0.05% | 0.04% | 198 | +13,198 | 29.6% | Q4 2025 | Feb 11, 2026 |
| HCR Wealth Advisors | History | Reduced | 48,414 | 2,075 | 0.21% | 0.22% | 199 | -478 | -0.98% | Q4 2025 | Jan 27, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Reduced | 48,303 | 2,070 | 0.26% | 0.34% | 200 | -14,846 | -23.51% | Q4 2025 | Jan 29, 2026 |
| AK GLOBAL ASSET MANAGEMENT, LLC | History | New | 47,875 | 2,052 | 1.79% | — | 201 | +47,875 | New | Q4 2025 | Jan 21, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 47,496 | 2,036 | 0.42% | 0.37% | 202 | +8,144 | 20.7% | Q4 2025 | Jan 05, 2026 |
| Diversified Enterprises, LLC | History | Added to | 47,124 | 2,020 | 0.12% | 0.03% | 203 | +38,387 | 439.36% | Q4 2025 | Jan 28, 2026 |
| Pacer Advisors, Inc. | History | No change | 46,980 | 2,014 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 46,360 | 1,997 | 0.05% | 0.05% | 205 | +539 | 1.18% | Q4 2025 | Jan 28, 2026 |
| Mount Lucas Management LP | History | Added to | 46,362 | 1,987 | 0.79% | 0.79% | 206 | +2,148 | 4.86% | Q4 2025 | Feb 05, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 44,843 | 1,922 | 0.17% | 0.18% | 207 | +33,619 | 299.53% | Q4 2025 | Feb 17, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | History | Reduced | 44,413 | 1,903 | 0.29% | 0.31% | 208 | -228 | -0.51% | Q4 2025 | Feb 12, 2026 |
| Carr Financial Group Corp | History | Added to | 44,002 | 1,886 | 0.5% | 0.41% | 209 | +9,101 | 26.08% | Q4 2025 | Jan 09, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Reduced | 43,991 | 1,885 | 0.7% | 0.76% | 210 | -4,410 | -9.11% | Q4 2025 | Jan 21, 2026 |
| StoneX Group Inc. | History | Added to | 43,832 | 1,879 | 0.08% | 0.03% | 211 | +29,050 | 196.52% | Q4 2025 | Feb 12, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 43,615 | 1,869 | 0.52% | 0.61% | 212 | -6,149 | -12.36% | Q4 2025 | Feb 11, 2026 |
| TFB Advisors LLC | History | Added to | 42,929 | 1,840 | 0.51% | 0.52% | 213 | +1,009 | 2.41% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | New | 42,798 | 1,834 | 0.0% | — | 214 | +42,798 | New | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 42,588 | 1,825 | 0.0% | 0.0% | 215 | +13,163 | 44.73% | Q4 2025 | Mar 16, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 42,357 | 1,815 | 0.55% | 0.49% | 216 | +7,658 | 22.07% | Q4 2025 | Jan 22, 2026 |
| Csenge Advisory Group | History | Reduced | 40,837 | 1,750 | 0.08% | 0.09% | 217 | -3,080 | -7.01% | Q4 2025 | Feb 06, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 40,052 | 1,717 | 0.01% | 0.01% | 218 | -3,690 | -8.44% | Q4 2025 | Feb 17, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 38,713 | 1,659 | 0.12% | 0.14% | 219 | -3,735 | -8.8% | Q4 2025 | Feb 04, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 38,026 | 1,630 | 0.53% | 0.9% | 220 | +4,433 | 13.2% | Q4 2025 | Jan 22, 2026 |
| AXS Investments LLC | History | Added to | 36,660 | 1,571 | 0.75% | 0.69% | 221 | +201 | 0.55% | Q4 2025 | Feb 10, 2026 |
| Sandro Wealth Management LLC | History | New | 36,522 | 1,565 | 1.3% | — | 222 | +36,522 | New | Q4 2025 | Feb 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 35,656 | 1,528 | 0.01% | 0.01% | 223 | +3,242 | 10.0% | Q4 2025 | Feb 12, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 35,606 | 1,526 | 0.2% | 0.2% | 225 | +4,241 | 13.52% | Q4 2025 | Feb 10, 2026 |
| Advisory Services Network, LLC | History | Added to | 35,598 | 1,526 | 0.02% | 0.02% | 224 | +865 | 2.49% | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 35,579 | 1,525 | 0.02% | 0.01% | 226 | +22,241 | 166.75% | Q4 2025 | Jan 29, 2026 |
| Capital Analysts, LLC | History | Added to | 35,343 | 1,515 | 0.05% | 0.04% | 227 | +266 | 0.76% | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | Added to | 35,119 | 1,505 | 0.03% | 0.03% | 228 | +7,637 | 27.79% | Q4 2025 | Feb 06, 2026 |
| ArborFi Advisors, LLC | History | Reduced | 34,797 | 1,491 | 1.21% | 1.24% | 229 | -254 | -0.72% | Q4 2025 | Jan 29, 2026 |
| Summit Financial, LLC | History | Added to | 34,539 | 1,480 | 0.02% | 0.02% | 230 | +9,312 | 36.91% | Q4 2025 | Feb 13, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 34,395 | 1,474 | 0.27% | 0.41% | 231 | -18,465 | -34.93% | Q4 2025 | Jan 27, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 34,191 | 1,465 | 0.04% | 0.04% | 232 | +1,838 | 5.68% | Q4 2025 | Jan 29, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 34,134 | 1,463 | 0.09% | 0.09% | 233 | +749 | 2.24% | Q4 2025 | Jan 15, 2026 |
| TriaGen Wealth Management LLC | History | Added to | 33,809 | 1,449 | 0.37% | 0.38% | 234 | +18 | 0.05% | Q4 2025 | Jan 27, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | New | 33,679 | 1,443 | 0.8% | — | 235 | +33,679 | New | Q4 2025 | Feb 17, 2026 |
| Western Financial Corp/CA | History | Reduced | 33,202 | 1,423 | 0.56% | 0.63% | 236 | -214 | -0.64% | Q4 2025 | Jan 21, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Added to | 33,179 | 1,422 | 1.19% | 0.87% | 237 | +8,789 | 36.04% | Q4 2025 | Jan 23, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 33,128 | 1,420 | 0.33% | 0.24% | 239 | +10,021 | 43.37% | Q4 2025 | Feb 11, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 33,135 | 1,420 | 0.03% | 0.03% | 238 | -67 | -0.2% | Q4 2025 | Feb 18, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 32,784 | 1,405 | 0.05% | 0.04% | 240 | +3,916 | 13.57% | Q4 2025 | Feb 13, 2026 |
| Indivisible Partners | History | New | 32,558 | 1,395 | 0.15% | — | 241 | +32,558 | New | Q4 2025 | Feb 03, 2026 |
| Canvas Wealth Advisors, LLC | History | Reduced | 32,342 | 1,386 | 0.24% | 0.26% | 242 | -810 | -2.44% | Q4 2025 | Jan 12, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 32,079 | 1,380 | 0.04% | 0.05% | 243 | +487 | 1.54% | Q4 2025 | Jan 23, 2026 |
| Bakala Capital LLC | History | Added to | 31,435 | 1,347 | 6.37% | 7.13% | 244 | +907 | 2.97% | Q4 2025 | Feb 13, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 31,237 | 1,339 | 0.67% | 0.61% | 245 | +2,622 | 9.16% | Q4 2025 | Feb 12, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 30,800 | 1,320 | 0.0% | 0.0% | 246 | +13,800 | 81.18% | Q4 2025 | Jan 26, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 30,609 | 1,312 | 0.02% | 0.02% | 247 | -309 | -1.0% | Q4 2025 | Feb 09, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | New | 30,548 | 1,309 | 0.3% | — | 248 | +30,548 | New | Q4 2025 | Feb 05, 2026 |
| Worth Financial Advisory Group, LLC | History | New | 30,261 | 1,297 | 0.63% | — | 249 | +30,261 | New | Q4 2025 | Jan 16, 2026 |
| Heritage Family Offices, LLP | History | Reduced | 29,914 | 1,282 | 0.58% | 0.61% | 250 | -264 | -0.87% | Q4 2025 | Jan 12, 2026 |
| Tidal Investments LLC | History | Reduced | 29,802 | 1,277 | 0.0% | 0.0% | 251 | -1,600 | -5.1% | Q4 2025 | Feb 13, 2026 |
| Cogent Private Wealth, Inc. | History | New | 29,299 | 1,256 | 0.96% | — | 252 | +29,299 | New | Q4 2025 | Feb 10, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 29,281 | 1,255 | 0.32% | 0.17% | 253 | +14,704 | 100.87% | Q4 2025 | Jan 13, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 29,259 | 1,254 | 0.03% | 0.02% | 254 | +10,029 | 52.15% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 28,717 | 1,231 | 0.0% | 0.01% | 255 | +2,593 | 9.93% | Q4 2025 | Feb 18, 2026 |
| Entelevest, LLC | History | New | 28,124 | 1,205 | 1.21% | — | 256 | +28,124 | New | Q4 2025 | Feb 11, 2026 |
| 21 West Wealth Management LLC | History | Added to | 28,074 | 1,203 | 1.1% | 1.13% | 257 | +570 | 2.07% | Q4 2025 | Jan 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 27,924 | 1,202 | 0.06% | 0.07% | 258 | -262 | -0.93% | Q4 2025 | Feb 03, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 27,552 | 1,181 | 0.01% | 0.0% | 259 | +15,442 | 127.51% | Q4 2025 | Feb 18, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 27,306 | 1,170 | 0.03% | 0.05% | 260 | -15,594 | -36.35% | Q4 2025 | Feb 17, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 27,160 | 1,164 | 0.01% | 0.02% | 261 | -1,273 | -4.48% | Q4 2025 | Jan 21, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | Reduced | 26,986 | 1,156 | 0.52% | 0.58% | 262 | -1,160 | -4.12% | Q4 2025 | Feb 10, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 26,787 | 1,148 | 0.04% | 0.03% | 263 | +8,627 | 47.51% | Q4 2025 | Feb 09, 2026 |
| FIRST HAWAIIAN BANK | History | Added to | 26,569 | 1,139 | 0.15% | 0.14% | 264 | +1,188 | 4.68% | Q4 2025 | Jan 05, 2026 |
| GTS SECURITIES LLC | History | Added to | 26,108 | 1,119 | 0.04% | 0.01% | 265 | +18,973 | 265.91% | Q4 2025 | Feb 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 26,095 | 1,118 | 0.06% | 0.07% | 266 | -1,844 | -6.6% | Q4 2025 | Jan 14, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 26,068 | 1,117 | 0.01% | 0.01% | 267 | -106 | -0.4% | Q4 2025 | Feb 02, 2026 |
| NORDEN GROUP LLC | History | Reduced | 25,685 | 1,101 | 0.11% | 0.14% | 268 | -6,513 | -20.23% | Q4 2025 | Jan 13, 2026 |
| Pinion Investment Advisors, LLC | History | Added to | 25,503 | 1,093 | 0.27% | 0.29% | 269 | +1,101 | 4.51% | Q4 2025 | Jan 29, 2026 |
| TigerOak Management, L.L.C. | History | Added to | 25,446 | 1,090 | 0.33% | 0.13% | 270 | +15,570 | 157.65% | Q4 2025 | Jan 21, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 25,371 | 1,087 | 0.01% | — | 271 | +25,371 | New | Q4 2025 | Feb 18, 2026 |
| Arax Advisory Partners | History | New | 24,365 | 1,074 | 0.03% | — | 272 | +24,365 | New | Q4 2025 | Feb 13, 2026 |
| NDWM LLC | History | Added to | 24,975 | 1,070 | 0.71% | 0.68% | 273 | +1,872 | 8.1% | Q4 2025 | Feb 05, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 24,681 | 1,058 | 0.23% | 0.29% | 274 | -3,955 | -13.81% | Q4 2025 | Feb 02, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 24,622 | 1,055 | 0.0% | 0.0% | 275 | +995 | 4.21% | Q4 2025 | Feb 17, 2026 |
| Portfolio Strategies, Inc. | History | Added to | 24,359 | 1,044 | 0.12% | 0.1% | 276 | +5,364 | 28.24% | Q4 2025 | Jan 27, 2026 |
| Obsido Oy | History | Added to | 24,222 | 1,038 | 0.64% | 0.61% | 277 | +2,980 | 14.03% | Q4 2025 | Feb 17, 2026 |
| Everstar Asset Management, LLC | History | No change | 23,060 | 988 | 0.53% | 0.57% | 278 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Claro Advisors Inc. | History | Added to | 22,435 | 961 | 0.13% | 0.13% | 279 | +1,959 | 9.57% | Q4 2025 | Feb 17, 2026 |
| Johnson Bixby & Associates, LLC | History | Reduced | 21,703 | 930 | 0.12% | 0.16% | 280 | -6,942 | -24.23% | Q4 2025 | Jan 14, 2026 |
| Blankinship & Foster, LLC | History | Added to | 21,527 | 922 | 0.2% | 0.2% | 281 | +319 | 1.5% | Q4 2025 | Jan 23, 2026 |
| TICINO WEALTH | History | New | 21,398 | 917 | 0.34% | — | 282 | +21,398 | New | Q4 2025 | Jan 27, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 21,375 | 916 | 0.0% | 0.0% | 283 | +297 | 1.41% | Q4 2025 | Feb 13, 2026 |
| Mutual Advisors, LLC | History | Added to | 21,330 | 914 | 0.02% | 0.02% | 284 | +533 | 2.56% | Q4 2025 | Feb 02, 2026 |
| Advisor OS, LLC | History | Reduced | 21,065 | 903 | 0.07% | 0.08% | 285 | -290 | -1.36% | Q4 2025 | Feb 04, 2026 |
| HBK Sorce Advisory LLC | History | No change | 21,060 | 902 | 0.02% | 0.02% | 286 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | Added to | 20,691 | 887 | 0.07% | 0.07% | 287 | +2,105 | 11.33% | Q4 2025 | Feb 09, 2026 |
| Savvy Advisors, Inc. | History | Added to | 20,377 | 873 | 0.03% | 0.02% | 288 | +9,745 | 91.66% | Q4 2025 | Jan 20, 2026 |
| Corient Private Wealth LLC | History | Added to | 19,852 | 851 | 0.0% | 0.0% | 289 | +874 | 4.61% | Q4 2025 | Mar 09, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 19,759 | 846 | 0.0% | — | 290 | +19,759 | New | Q4 2025 | Feb 17, 2026 |
| Darden Wealth Group Inc | History | Reduced | 19,333 | 828 | 0.4% | 0.46% | 291 | -1,180 | -5.75% | Q4 2025 | Feb 09, 2026 |
| Montecito Bank & Trust | History | Reduced | 19,070 | 817 | 0.13% | 0.13% | 292 | -32 | -0.17% | Q4 2025 | Jan 09, 2026 |
| Zuckerman Investment Group, LLC | History | Reduced | 18,905 | 810 | 0.07% | 0.08% | 293 | -252 | -1.32% | Q4 2025 | Feb 13, 2026 |
| Round Rock Advisors LLC | History | Reduced | 18,849 | 808 | 0.12% | 0.13% | 294 | -209 | -1.1% | Q4 2025 | Jan 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 18,816 | 806 | 0.0% | 0.0% | 295 | +1,068 | 6.02% | Q4 2025 | Feb 06, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | New | 18,578 | 796 | 0.31% | — | 296 | +18,578 | New | Q4 2025 | Feb 12, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Reduced | 18,281 | 783 | 0.62% | 0.7% | 297 | -540 | -2.87% | Q4 2025 | Jan 21, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 17,496 | 750 | 0.16% | 0.15% | 298 | +3,928 | 28.95% | Q4 2025 | Feb 02, 2026 |
| Diversified Portfolios, Inc. | History | No change | 17,270 | 740 | 0.06% | 0.07% | 299 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BROWN ADVISORY INC | History | Added to | 17,034 | 730 | 0.0% | 0.0% | 300 | +11,704 | 219.59% | Q4 2025 | Feb 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 16,983 | 728 | 0.02% | 0.02% | 301 | -1,101 | -6.09% | Q4 2025 | Jan 09, 2026 |
| Destiny Capital Corp/CO | History | Added to | 16,969 | 727 | 0.37% | 0.39% | 302 | +237 | 1.42% | Q4 2025 | Jan 23, 2026 |
| Sterling Investment Counsel, LLC | History | New | 17,025 | 725 | 0.21% | — | 303 | +17,025 | New | Q4 2025 | Jan 27, 2026 |
| Tudor Financial Inc. | History | Added to | 16,649 | 713 | 0.36% | 0.38% | 304 | +120 | 0.73% | Q4 2025 | Feb 13, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 16,465 | 705 | 0.09% | 0.06% | 305 | +6,748 | 69.45% | Q4 2025 | Jan 21, 2026 |
| Courage Miller Partners, LLC | History | Added to | 16,394 | 702 | 0.21% | 0.21% | 306 | +320 | 1.99% | Q4 2025 | Jan 26, 2026 |
| McNamara Financial Services, Inc. | History | Added to | 16,321 | 699 | 0.13% | 0.13% | 307 | +522 | 3.3% | Q4 2025 | Jan 21, 2026 |
| COMERICA BANK | History | Reduced | 16,249 | 696 | 0.0% | 0.0% | 308 | -9,114 | -35.93% | Q4 2025 | Jan 29, 2026 |
| Idaho Trust Co | History | Reduced | 16,220 | 695 | 0.23% | 0.26% | 309 | -1,586 | -8.91% | Q4 2025 | Feb 05, 2026 |
| Portus Wealth Advisors, LLC | History | Reduced | 16,148 | 692 | 0.65% | 0.71% | 310 | -225 | -1.37% | Q4 2025 | Jan 27, 2026 |
| City Center Advisors, LLC | History | Added to | 15,864 | 680 | 0.63% | 0.57% | 311 | +2,286 | 16.84% | Q4 2025 | Jan 05, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | New | 15,777 | 676 | 0.45% | — | 312 | +15,777 | New | Q4 2025 | Jan 29, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 15,689 | 672 | 0.7% | 0.74% | 313 | +120 | 0.77% | Q4 2025 | Feb 13, 2026 |
| GK Wealth Management LLC | History | Added to | 15,494 | 664 | 0.44% | 0.35% | 314 | +4,318 | 38.64% | Q4 2025 | Jan 05, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 15,316 | 656 | 0.08% | 0.1% | 315 | +2,504 | 19.54% | Q4 2025 | Feb 13, 2026 |
| BayBridge Capital Group, LLC | History | Added to | 15,271 | 654 | 0.41% | 0.42% | 316 | +62 | 0.41% | Q4 2025 | Jan 16, 2026 |
| &PARTNERS | History | Reduced | 15,207 | 651 | 0.0% | 0.0% | 317 | -305 | -1.97% | Q4 2025 | Feb 17, 2026 |
| AlphaCore Capital LLC | History | Reduced | 15,144 | 649 | 0.01% | 0.02% | 318 | -305 | -1.97% | Q4 2025 | Feb 05, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | New | 14,836 | 636 | 0.01% | — | 319 | +14,836 | New | Q4 2025 | Jan 22, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 14,788 | 634 | 0.1% | 0.1% | 321 | +160 | 1.09% | Q4 2025 | Jan 08, 2026 |
| Advanced Asset Management Advisors Inc | History | No change | 14,800 | 634 | 0.17% | 0.17% | 320 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Vise Technologies, Inc. | History | Added to | 14,098 | 604 | 0.01% | 0.02% | 322 | +224 | 1.61% | Q4 2025 | Feb 11, 2026 |
| Argent Advisors, Inc. | History | New | 14,063 | 602 | 0.17% | — | 323 | +14,063 | New | Q4 2025 | Feb 11, 2026 |
| Root Financial Partners, LLC | History | Reduced | 13,945 | 597 | 0.03% | 0.04% | 324 | -176 | -1.25% | Q4 2025 | Feb 10, 2026 |
| NWAM LLC | History | Added to | 13,421 | 578 | 0.03% | 0.03% | 325 | +1 | 0.01% | Q4 2025 | Feb 04, 2026 |
| WAYSTONE ADVISORS LLC | History | New | 13,431 | 575 | 0.49% | — | 326 | +13,431 | New | Q4 2025 | Feb 09, 2026 |
| IPG Investment Advisors LLC | History | Added to | 13,214 | 566 | 0.1% | 0.1% | 327 | +380 | 2.96% | Q4 2025 | Feb 09, 2026 |
| Saiph Capital, LLC | History | Reduced | 13,212 | 566 | 0.2% | 0.21% | 328 | -235 | -1.75% | Q4 2025 | Feb 12, 2026 |
| Secure Asset Management, LLC | History | New | 13,037 | 558 | 0.09% | — | 329 | +13,037 | New | Q4 2025 | Jan 20, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 13,014 | 557 | 0.03% | 0.03% | 330 | -881 | -6.34% | Q4 2025 | Feb 17, 2026 |
| HB Wealth Management, LLC | History | New | 12,940 | 554 | 0.0% | — | 331 | +12,940 | New | Q4 2025 | Jan 28, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 12,907 | 553 | 0.04% | 0.04% | 332 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Global Endowment Management, LP | History | Added to | 12,773 | 547 | 0.07% | 0.05% | 333 | +2,623 | 25.84% | Q4 2025 | Feb 13, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 12,745 | 546 | 0.0% | 0.0% | 334 | -2,315 | -15.37% | Q4 2025 | Feb 13, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | Reduced | 12,700 | 544 | 0.2% | 0.31% | 335 | -6,389 | -33.47% | Q4 2025 | Feb 09, 2026 |
| Disciplined Investments, LLC | History | Reduced | 12,646 | 542 | 0.21% | 0.22% | 336 | -220 | -1.71% | Q4 2025 | Feb 05, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 12,419 | 532 | 0.06% | 0.06% | 337 | -724 | -5.51% | Q4 2025 | Jan 20, 2026 |
| WESPAC Advisors, LLC | History | Reduced | 12,310 | 527 | 0.29% | 0.53% | 339 | -8,503 | -40.85% | Q4 2025 | Jan 14, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 12,311 | 527 | 0.0% | 0.0% | 338 | -210 | -1.68% | Q4 2025 | Mar 20, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 12,274 | 526 | 0.04% | 0.04% | 340 | -58 | -0.47% | Q4 2025 | Jan 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 12,234 | 524 | 0.03% | 0.03% | 341 | +2,111 | 20.85% | Q4 2025 | Feb 06, 2026 |
| Maridea Wealth Management LLC | History | Added to | 12,121 | 519 | 0.08% | 0.05% | 342 | +4,521 | 59.49% | Q4 2025 | Jan 08, 2026 |
| Yeomans Consulting Group, Inc. | History | Added to | 12,019 | 515 | 0.15% | 0.17% | 343 | +376 | 3.23% | Q4 2025 | Jan 07, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 11,945 | 512 | 0.02% | 0.02% | 344 | +1,760 | 17.28% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 11,928 | 511 | 0.0% | 0.01% | 345 | -11,737 | -49.6% | Q4 2025 | Jan 26, 2026 |
| Portland Financial Advisors Inc | History | Added to | 11,582 | 496 | 1.05% | 1.05% | 346 | +205 | 1.8% | Q4 2025 | Feb 06, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 11,397 | 488 | 0.07% | 0.08% | 347 | +420 | 3.83% | Q4 2025 | Feb 09, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 11,294 | 484 | 0.08% | 0.08% | 348 | -38 | -0.34% | Q4 2025 | Feb 06, 2026 |
| Prospera Financial Services Inc | History | Reduced | 11,083 | 475 | 0.01% | 0.03% | 349 | -29,335 | -72.58% | Q4 2025 | Feb 09, 2026 |
| TPG Financial Advisors, LLC | History | Added to | 11,069 | 474 | 0.16% | 0.16% | 350 | +1,109 | 11.13% | Q4 2025 | Feb 06, 2026 |
| Stewardship Advisors, LLC | History | Added to | 10,929 | 468 | 0.11% | 0.11% | 351 | +302 | 2.84% | Q4 2025 | Jan 15, 2026 |
| Fisher Asset Management, LLC | History | New | 10,897 | 467 | 0.0% | — | 352 | +10,897 | New | Q4 2025 | Feb 09, 2026 |
| Trevian Wealth Management LLC | History | New | 10,885 | 466 | 0.22% | — | 353 | +10,885 | New | Q4 2025 | Feb 05, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 10,833 | 464 | 0.04% | 0.04% | 354 | +68 | 0.63% | Q4 2025 | Jan 26, 2026 |
| Delta Wealth Advisors LLC | History | Added to | 10,811 | 463 | 0.39% | 0.16% | 356 | +6,162 | 132.54% | Q4 2025 | Jan 28, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 10,823 | 463 | 0.01% | 0.01% | 355 | +4,524 | 71.82% | Q4 2025 | Feb 19, 2026 |
| GLOBALT Investments LLC / GA | History | Reduced | 10,772 | 461 | 0.02% | 0.02% | 357 | -262 | -2.37% | Q4 2025 | Feb 06, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 10,614 | 455 | 0.0% | 0.0% | 358 | -15,786 | -59.8% | Q4 2025 | Feb 13, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 10,602 | 454 | 0.01% | 0.01% | 359 | +1,420 | 15.47% | Q4 2025 | Feb 17, 2026 |
| Curi Capital, LLC | History | Reduced | 10,465 | 448 | 0.01% | 0.01% | 360 | -1,735 | -14.22% | Q4 2025 | Feb 17, 2026 |
| Wallace Advisory Group, LLC | History | Added to | 10,447 | 447 | 0.47% | 0.25% | 362 | +3,176 | 43.68% | Q4 2025 | Jan 23, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 10,435 | 447 | 0.11% | 0.11% | 361 | -562 | -5.11% | Q4 2025 | Jan 08, 2026 |
| Copia Wealth Management | History | Reduced | 10,417 | 446 | 0.32% | 0.34% | 364 | -255 | -2.39% | Q4 2025 | Feb 06, 2026 |
| CHANNEL WEALTH LLC | History | Added to | 10,415 | 446 | 0.11% | 0.12% | 363 | +84 | 0.81% | Q4 2025 | Feb 03, 2026 |
| Lansing Street Advisors | History | Added to | 10,255 | 439 | 0.11% | 0.09% | 365 | +2,623 | 34.37% | Q4 2025 | Jan 26, 2026 |
| LifeGoal Investments, LLC | History | Reduced | 12,750 | 438 | 0.29% | 1.0% | 366 | -14,919 | -53.92% | Q4 2025 | Jan 15, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 10,167 | 435 | 0.19% | 0.17% | 367 | +1,779 | 21.21% | Q4 2025 | Jan 29, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Added to | 10,040 | 430 | 0.02% | 0.04% | 368 | +327 | 3.37% | Q4 2025 | Feb 09, 2026 |
| Global View Capital Management LLC | History | Added to | 10,022 | 429 | 0.08% | 0.08% | 369 | +1,550 | 18.3% | Q4 2025 | Jan 14, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 9,990 | 428 | 0.3% | 0.28% | 371 | +1,000 | 11.12% | Q4 2025 | Jan 22, 2026 |
| SouthState Bank Corp | History | Added to | 10,005 | 428 | 0.02% | 0.02% | 370 | +175 | 1.78% | Q4 2025 | Feb 11, 2026 |
| Tempo Wealth, LLC | History | New | 9,785 | 419 | 0.07% | — | 372 | +9,785 | New | Q4 2025 | Feb 25, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Reduced | 9,725 | 417 | 0.12% | 0.11% | 373 | -505 | -4.94% | Q4 2025 | Jan 29, 2026 |
| ATX Financial Planning, LLC | History | New | 9,528 | 408 | 0.31% | — | 374 | +9,528 | New | Q4 2025 | Feb 19, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 9,441 | 404 | 0.01% | 0.01% | 375 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| CKW FINANCIAL GROUP | History | Reduced | 9,393 | 403 | 0.04% | 0.04% | 376 | -76 | -0.8% | Q4 2025 | Jan 26, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 9,360 | 401 | 0.01% | 0.01% | 377 | -1,692 | -15.31% | Q4 2025 | Feb 09, 2026 |
| Redwood Financial Network Corp | History | No change | 9,009 | 386 | 0.25% | 0.25% | 378 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 8,990 | 385 | 0.02% | 0.03% | 379 | -3,419 | -27.55% | Q4 2025 | Mar 04, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 8,911 | 382 | 0.0% | 0.0% | 380 | -1,305 | -12.77% | Q4 2025 | Jan 29, 2026 |
| Merited Wealth, LLC | History | New | 8,848 | 379 | 0.35% | — | 382 | +8,848 | New | Q4 2025 | Mar 26, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 8,844 | 379 | 0.2% | 0.19% | 381 | -2,683 | -23.28% | Q4 2025 | Feb 18, 2026 |
| Third View Private Wealth, LLC | History | New | 8,727 | 374 | 0.05% | — | 384 | +8,727 | New | Q4 2025 | Jan 23, 2026 |
| Sierra Capital LLC | History | Added to | 8,727 | 374 | 0.04% | 0.04% | 383 | +48 | 0.55% | Q4 2025 | Feb 18, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 8,712 | 373 | 0.01% | 0.01% | 385 | +399 | 4.8% | Q4 2025 | Jan 22, 2026 |
| North Star Investment Management Corp. | History | Added to | 8,682 | 372 | 0.02% | 0.02% | 386 | +2,661 | 44.2% | Q4 2025 | Jan 30, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 8,682 | 372 | 0.11% | 0.12% | 387 | -316 | -3.51% | Q4 2025 | Feb 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 8,521 | 365 | 0.0% | 0.0% | 388 | +707 | 9.05% | Q4 2025 | Feb 17, 2026 |
| MRA Advisory Group | History | Added to | 8,424 | 361 | 0.15% | 0.16% | 389 | +59 | 0.71% | Q4 2025 | Jan 16, 2026 |
| Omega Financial Group, LLC | History | Added to | 8,381 | 359 | 0.12% | 0.12% | 390 | +56 | 0.67% | Q4 2025 | Jan 28, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 8,271 | 354 | 0.04% | 0.5% | 391 | -86,750 | -91.3% | Q4 2025 | Jan 07, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 8,243 | 353 | 0.01% | 0.01% | 392 | +189 | 2.35% | Q4 2025 | Feb 03, 2026 |
| TBH Global Asset Management, LLC | History | No change | 8,243 | 353 | 0.06% | 0.07% | 393 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Vivaldi Capital Management LP | History | No change | 8,219 | 352 | 0.05% | 0.05% | 394 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 8,182 | 350 | 0.01% | 0.01% | 395 | +418 | 5.38% | Q4 2025 | Feb 11, 2026 |
| McAdam, LLC | History | Reduced | 8,021 | 343 | 0.02% | 0.02% | 396 | -394 | -4.68% | Q4 2025 | Feb 13, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 7,933 | 340 | 0.05% | 0.05% | 397 | +181 | 2.33% | Q4 2025 | Jan 21, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 7,843 | 336 | 0.0% | 0.0% | 398 | +412 | 5.54% | Q4 2025 | Feb 10, 2026 |
| Brookstone Capital Management | History | Added to | 7,692 | 329 | 0.0% | 0.0% | 399 | +2,494 | 47.98% | Q4 2025 | Jan 15, 2026 |
| Stokes Family Office, LLC | History | Reduced | 7,635 | 327 | 0.03% | 0.03% | 400 | -835 | -9.86% | Q4 2025 | Feb 18, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | New | 7,619 | 326 | 0.05% | — | 402 | +7,619 | New | Q4 2025 | Jan 13, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 7,608 | 326 | 0.02% | 0.02% | 401 | -815 | -9.68% | Q4 2025 | Jan 30, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 7,538 | 323 | 0.0% | 0.01% | 403 | -4,100 | -35.23% | Q4 2025 | Feb 02, 2026 |
| Integrated Capital Management, LLC | History | No change | 7,491 | 321 | 0.14% | 0.14% | 404 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Two West Capital Advisors LLC | History | Reduced | 7,432 | 318 | 0.18% | 0.27% | 406 | -2,822 | -27.52% | Q4 2025 | Jan 13, 2026 |
| Insight Wealth Partners, LLC | History | Reduced | 7,431 | 318 | 0.04% | 0.11% | 405 | -614 | -7.63% | Q4 2025 | Feb 17, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 7,402 | 317 | 0.01% | 0.01% | 407 | +2,725 | 58.26% | Q4 2025 | Feb 05, 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | History | No change | 7,337 | 314 | 0.21% | 0.21% | 408 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PKS Advisory Services, LLC | History | Added to | 7,167 | 307 | 0.07% | 0.05% | 409 | +1,284 | 21.83% | Q4 2025 | Feb 02, 2026 |
| Liberty Capital Management, Inc. | History | No change | 6,965 | 298 | 0.06% | 0.06% | 410 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Optivise Advisory Services LLC | History | Added to | 6,922 | 296 | 0.17% | 0.14% | 411 | +1,669 | 31.77% | Q4 2025 | Jan 12, 2026 |
| Koss-Olinger Consulting, LLC | History | New | 6,870 | 295 | 0.02% | — | 412 | +6,870 | New | Q4 2025 | Feb 10, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 6,757 | 289 | 0.03% | 0.02% | 413 | +2,075 | 44.32% | Q4 2025 | Feb 18, 2026 |
| ERn Financial, LLC | History | Added to | 6,727 | 288 | 0.05% | 0.06% | 414 | +66 | 0.99% | Q4 2025 | Jan 15, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Added to | 6,700 | 287 | 0.13% | 0.13% | 415 | +125 | 1.9% | Q4 2025 | Jan 26, 2026 |
| Savant Capital, LLC | History | Reduced | 6,614 | 283 | 0.0% | 0.0% | 416 | -172 | -2.53% | Q4 2025 | Feb 10, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 6,578 | 282 | 0.07% | 0.07% | 417 | -580 | -8.1% | Q4 2025 | Feb 17, 2026 |
| AlphaCentric Advisors LLC | History | New | 6,556 | 281 | 0.28% | — | 418 | +6,556 | New | Q4 2025 | Feb 12, 2026 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | History | New | 6,544 | 280 | 0.04% | — | 419 | +6,544 | New | Q4 2025 | Jan 21, 2026 |
| Sowell Financial Services LLC | History | Reduced | 6,441 | 276 | 0.01% | 0.02% | 420 | -7,942 | -55.22% | Q4 2025 | Jan 21, 2026 |
| Waverly Advisors, LLC | History | Added to | 6,362 | 272 | 0.0% | 0.0% | 421 | +551 | 9.48% | Q4 2025 | Feb 17, 2026 |
| Saxony Capital Management, LLC | History | Reduced | 6,306 | 270 | 0.17% | 0.19% | 423 | -242 | -3.7% | Q4 2025 | Jan 15, 2026 |
| MJP ASSOCIATES INC /ADV | History | No change | 6,319 | 270 | 0.03% | 0.04% | 422 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 6,268 | 268 | 0.2% | 0.2% | 424 | +305 | 5.11% | Q4 2025 | Feb 05, 2026 |
| Americana Partners, LLC | History | Added to | 6,233 | 267 | 0.01% | 0.01% | 425 | +1,170 | 23.11% | Q4 2025 | Feb 06, 2026 |
| Rossby Financial, LCC | History | Added to | 6,247 | 267 | 0.08% | 0.08% | 426 | +324 | 5.47% | Q4 2025 | Feb 12, 2026 |
| Columbia Bank | History | Reduced | 6,215 | 266 | 0.07% | 0.07% | 427 | -23 | -0.37% | Q4 2025 | Feb 13, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 6,185 | 265 | 0.01% | 0.02% | 428 | -5,819 | -48.48% | Q4 2025 | Feb 12, 2026 |
| VestGen Advisors, LLC | History | New | 6,050 | 259 | 0.01% | — | 430 | +6,050 | New | Q4 2025 | Feb 17, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Added to | 6,055 | 259 | 0.02% | 0.02% | 429 | +1,400 | 30.08% | Q4 2025 | Feb 05, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Added to | 6,049 | 259 | 0.11% | 0.12% | 431 | +20 | 0.33% | Q4 2025 | Feb 18, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | New | 5,924 | 253 | 0.06% | — | 434 | +5,924 | New | Q4 2025 | Jan 12, 2026 |
| Vericrest Private Wealth | History | New | 5,922 | 253 | 0.22% | — | 433 | +5,922 | New | Q4 2025 | Mar 12, 2026 |
| S.E.E.D. Planning Group LLC | History | Added to | 5,921 | 253 | 0.07% | 0.07% | 432 | +533 | 9.89% | Q4 2025 | Jan 09, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 5,880 | 252 | 0.48% | — | 435 | +5,880 | New | Q4 2025 | Feb 18, 2026 |
| BankPlus Wealth Management LLC | History | New | 5,860 | 251 | 0.14% | — | 437 | +5,860 | New | Q4 2025 | Feb 04, 2026 |
| FIDUCIARY TRUST CO | History | No change | 5,865 | 251 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | New | 5,833 | 250 | 0.05% | — | 438 | +5,833 | New | Q4 2025 | Feb 13, 2026 |
| United Advisor Group, LLC | History | Added to | 5,814 | 249 | 0.03% | 0.03% | 440 | +936 | 19.19% | Q4 2025 | Jan 26, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 5,809 | 249 | 0.02% | 0.02% | 439 | +91 | 1.59% | Q4 2025 | Feb 10, 2026 |
| Independent Wealth Network Inc. | History | New | 5,685 | 243 | 0.07% | — | 441 | +5,685 | New | Q4 2025 | Jan 26, 2026 |
| Asset One Wealth Management LLC | History | New | 5,666 | 242 | 0.03% | — | 442 | +5,666 | New | Q4 2025 | Feb 17, 2026 |
| Objective Capital Management, LLC | History | Added to | 5,634 | 241 | 0.25% | 0.23% | 443 | +489 | 9.5% | Q4 2025 | Feb 04, 2026 |
| Mosley Wealth Management | History | New | 5,549 | 238 | 0.11% | — | 445 | +5,549 | New | Q4 2025 | Feb 12, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 5,572 | 238 | 0.01% | 0.01% | 444 | +294 | 5.57% | Q4 2025 | Jan 20, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 5,538 | 237 | 0.0% | 0.0% | 446 | -2,105 | -27.54% | Q4 2025 | Feb 02, 2026 |
| Timber Creek Capital Management LLC | History | Reduced | 5,550 | 237 | 0.06% | 0.06% | 448 | -296 | -5.06% | Q4 2025 | Jan 23, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 5,540 | 237 | 0.07% | 0.08% | 447 | -10 | -0.18% | Q4 2025 | Jan 07, 2026 |
| Peak Retirement Planning, Inc. | History | New | 5,517 | 236 | 0.06% | — | 450 | +5,517 | New | Q4 2025 | Feb 10, 2026 |
| Tyche Wealth Partners LLC | History | No change | 5,525 | 236 | 0.04% | 0.04% | 449 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Freestone Capital Holdings, LLC | History | New | 5,469 | 234 | 0.01% | — | 452 | +5,469 | New | Q4 2025 | Jan 23, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 5,463 | 234 | 0.01% | 0.01% | 451 | -2,946 | -35.03% | Q4 2025 | Feb 04, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 5,371 | 231 | 0.03% | 0.03% | 453 | +351 | 6.99% | Q4 2025 | Jan 14, 2026 |
| FOCUS Wealth Advisors, LLC | History | No change | 5,372 | 230 | 0.11% | 0.11% | 454 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 5,326 | 228 | 0.03% | 0.04% | 455 | -696 | -11.56% | Q4 2025 | Feb 03, 2026 |
| WBI INVESTMENTS, LLC | History | New | 5,298 | 227 | 0.06% | — | 456 | +5,298 | New | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 5,279 | 226 | 0.02% | 0.02% | 457 | -2 | -0.04% | Q4 2025 | Jan 21, 2026 |
| Beaumont Asset Management, L.L.C. | History | Added to | 5,225 | 223 | 0.11% | 0.1% | 458 | +436 | 9.1% | Q4 2025 | Jan 21, 2026 |
| CHAPIN DAVIS, INC. | History | Added to | 5,111 | 219 | 0.05% | 0.05% | 459 | +117 | 2.34% | Q4 2025 | Jan 30, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 5,100 | 218 | 0.0% | 0.0% | 460 | -4,820 | -48.59% | Q4 2025 | Feb 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 5,088 | 218 | 0.0% | 0.0% | 461 | +141 | 2.85% | Q4 2025 | Jan 14, 2026 |
| Hudson Oak Wealth Advisory LLC | History | New | 5,017 | 215 | 0.19% | — | 462 | +5,017 | New | Q4 2025 | Jan 23, 2026 |
| Forza Wealth Management, LLC | History | No change | 4,975 | 213 | 0.08% | 0.08% | 463 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 4,960 | 212 | 0.03% | 0.04% | 464 | +45 | 0.92% | Q4 2025 | Jan 20, 2026 |
| Latitude Advisors, LLC | History | Reduced | 4,879 | 209 | 0.09% | 0.1% | 465 | -3 | -0.06% | Q4 2025 | Jan 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 4,848 | 208 | 0.0% | — | 466 | +4,848 | New | Q4 2025 | Feb 05, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 4,861 | 208 | 0.0% | 0.01% | 467 | -4,779 | -49.57% | Q4 2025 | Feb 05, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 4,852 | 207 | 0.01% | 0.03% | 468 | -3,885 | -44.47% | Q4 2025 | Feb 03, 2026 |
| BAM Wealth Management, LLC | History | New | 4,797 | 205 | 0.15% | — | 469 | +4,797 | New | Q4 2025 | Jan 20, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | New | 4,722 | 202 | 0.07% | — | 470 | +4,722 | New | Q4 2025 | Feb 12, 2026 |
| Kastel Capital Advisors, LLC | History | New | 4,720 | 202 | 0.12% | — | 471 | +4,720 | New | Q4 2025 | Feb 18, 2026 |
| OneAscent Financial Services LLC | History | New | 4,708 | 201 | 0.02% | — | 472 | +4,708 | New | Q4 2025 | Feb 11, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 4,670 | 200 | 0.03% | — | 473 | +4,670 | New | Q4 2025 | Feb 04, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 4,612 | 197 | 0.0% | 0.0% | 474 | -1,362 | -22.8% | Q4 2025 | Feb 12, 2026 |
| CONQUIS FINANCIAL LLC | History | No change | 4,376 | 187 | 0.16% | 0.18% | 475 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Added to | 4,217 | 180 | 0.0% | 0.0% | 476 | +311 | 7.96% | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 3,682 | 157 | 0.0% | 0.0% | 477 | +91 | 2.53% | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 3,291 | 141 | 0.01% | — | 478 | +3,291 | New | Q4 2025 | Feb 03, 2026 |
| Signature Equity Partners, LLC | History | New | 3,055 | 130 | 0.07% | — | 479 | +3,055 | New | Q4 2025 | Feb 17, 2026 |
| Key Capital Management, INC | History | New | 3,023 | 129 | 0.13% | — | 480 | +3,023 | New | Q4 2025 | Jan 26, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 2,931 | 125 | 0.0% | 0.0% | 481 | +2,841 | 3156.67% | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | Reduced | 2,699 | 115 | 0.0% | 0.0% | 482 | -157 | -5.5% | Q4 2025 | Feb 06, 2026 |
| GoalVest Advisory LLC | History | No change | 2,618 | 112 | 0.02% | 0.02% | 483 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Added to | 2,604 | 111 | 0.03% | 0.03% | 485 | +340 | 15.02% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 2,592 | 111 | 0.0% | 0.0% | 484 | -2 | -0.08% | Q4 2025 | Feb 11, 2026 |
| Coastline Trust Co | History | No change | 2,560 | 109 | 0.01% | 0.01% | 486 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| WHITTIER TRUST CO | History | No change | 2,513 | 108 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 2,481 | 106 | 0.0% | 0.0% | 488 | -25 | -1.0% | Q4 2025 | Jan 13, 2026 |
| EPG Wealth Management LLC | History | No change | 2,346 | 100 | 0.03% | 0.03% | 489 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Colonial Trust Co / SC | History | Reduced | 2,320 | 99 | 0.01% | 0.03% | 490 | -2,500 | -51.87% | Q4 2025 | Feb 12, 2026 |
| Richardson Capital Management LLC | History | Reduced | 2,151 | 92 | 0.05% | 0.05% | 491 | -92 | -4.1% | Q4 2025 | Jan 30, 2026 |
| Realta Investment Advisors | History | No change | 2,145 | 91 | 0.03% | 0.03% | 492 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Wells Financial Advisors INC | History | No change | 2,135 | 91 | 0.17% | 0.12% | 493 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 2,103 | 90 | 0.01% | 0.01% | 494 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WINNOW WEALTH LLC | History | Reduced | 2,052 | 88 | 0.07% | 0.1% | 495 | -830 | -28.8% | Q4 2025 | Feb 11, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 2,002 | 85 | 0.02% | 0.03% | 497 | -1,032 | -34.01% | Q4 2025 | Jan 12, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 2,004 | 85 | 0.02% | 0.01% | 496 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Westend Capital Management, LLC | History | Reduced | 1,843 | 79 | 0.02% | 0.03% | 498 | -584 | -24.06% | Q4 2025 | Jan 15, 2026 |
| Triumph Capital Management | History | New | 1,745 | 74 | 0.02% | — | 500 | +1,745 | New | Q4 2025 | Feb 12, 2026 |
| Colonial Trust Advisors | History | No change | 1,735 | 74 | 0.01% | 0.01% | 499 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Monetary Solutions, Ltd | History | New | 1,540 | 66 | 0.07% | — | 503 | +1,540 | New | Q4 2025 | Feb 23, 2026 |
| WFA of San Diego, LLC | History | Added to | 1,549 | 66 | 0.05% | 0.03% | 502 | +468 | 43.29% | Q4 2025 | Feb 17, 2026 |
| NBT BANK N A /NY | History | No change | 43 | 66 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 1,454 | 62 | 0.0% | 0.01% | 504 | -626 | -30.1% | Q4 2025 | Feb 20, 2026 |
| SIGNATUREFD, LLC | History | New | 1,358 | 58 | 0.0% | — | 505 | +1,358 | New | Q4 2025 | Jan 20, 2026 |
| MidAtlantic Capital Management, Inc. | History | New | 1,319 | 56 | 0.04% | — | 506 | +1,319 | New | Q4 2025 | Feb 10, 2026 |
| FSA Advisors, Inc. | History | New | 47,330 | 48 | 0.03% | — | 508 | +47,330 | New | Q4 2025 | Feb 02, 2026 |
| Allworth Financial LP | History | New | 1,125 | 48 | 0.0% | — | 507 | +1,125 | New | Q4 2025 | Feb 05, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Added to | 1,075 | 46 | 0.03% | 0.02% | 509 | +104 | 10.71% | Q4 2025 | Feb 18, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 1,056 | 45 | 0.0% | 0.0% | 510 | -599 | -36.19% | Q4 2025 | Jan 20, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 1,040 | 44 | 0.02% | 0.02% | 511 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Newbridge Financial Services Group, Inc. | History | Reduced | 937 | 40 | 0.01% | 0.07% | 512 | -9,612 | -91.12% | Q4 2025 | Jan 21, 2026 |
| BESSEMER GROUP INC | History | Reduced | 904 | 39 | 0.0% | 0.0% | 513 | -2,110 | -70.01% | Q4 2025 | Feb 05, 2026 |
| Spire Wealth Management | History | Reduced | 928 | 39 | 0.0% | 0.0% | 514 | -150 | -13.91% | Q4 2025 | Jan 14, 2026 |
| Dunhill Financial, LLC | History | Added to | 891 | 38 | 0.01% | 0.01% | 515 | +287 | 47.52% | Q4 2025 | Jan 29, 2026 |
| Avion Wealth | History | No change | 825 | 35 | 0.01% | 0.01% | 516 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Pacifica Partners Inc. | History | Reduced | 799 | 34 | 0.02% | 0.01% | 518 | -115 | -12.58% | Q4 2025 | Jan 09, 2026 |
| UMB Bank, n.a. | History | No change | 796 | 34 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Millstone Evans Group, LLC | History | New | 785 | 33 | 0.02% | — | 519 | +785 | New | Q4 2025 | Feb 02, 2026 |
| WealthShield Partners, LLC | History | Reduced | 744 | 31 | 0.0% | 0.0% | 520 | -12 | -1.59% | Q4 2025 | Feb 03, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 700 | 30 | 0.03% | — | 522 | +700 | New | Q4 2025 | Feb 10, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Reduced | 717 | 30 | 0.01% | 0.02% | 521 | -75 | -9.47% | Q4 2025 | Jan 12, 2026 |
| Cape Investment Advisory, Inc. | History | New | 637 | 27 | 0.01% | — | 524 | +637 | New | Q4 2025 | Feb 17, 2026 |
| Wealth Watch Advisors, INC | History | New | 635 | 27 | 0.01% | — | 525 | +635 | New | Q4 2025 | Feb 17, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | Added to | 650 | 27 | 0.08% | 0.05% | 523 | +230 | 54.76% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Financial Management LLC | History | New | 620 | 26 | 0.02% | — | 526 | +620 | New | Q4 2025 | Feb 13, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 599 | 25 | 0.0% | 0.0% | 527 | +13 | 2.22% | Q4 2025 | Feb 13, 2026 |
| Hurley Capital, LLC | History | No change | 556 | 23 | 0.01% | 0.01% | 528 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 500 | 21 | 0.0% | — | 529 | +500 | New | Q4 2025 | Jan 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 485 | 20 | 0.0% | 0.0% | 530 | +431 | 798.15% | Q4 2025 | Feb 09, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 483 | 20 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Greenline Wealth Management LLC | History | New | 447 | 19 | 0.02% | — | 533 | +447 | New | Q4 2025 | Feb 13, 2026 |
| Investors Research Corp | History | No change | 455 | 19 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Crewe Advisors LLC | History | Added to | 440 | 18 | 0.0% | 0.0% | 534 | +382 | 658.62% | Q4 2025 | Jan 16, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 415 | 17 | 0.01% | — | 536 | +415 | New | Q4 2025 | Feb 03, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 414 | 17 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 379 | 16 | 0.0% | 0.0% | 538 | -149 | -28.22% | Q4 2025 | Feb 12, 2026 |
| Parkside Financial Bank & Trust | History | No change | 375 | 16 | 0.0% | 0.0% | 537 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 365 | 15 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Mascoma Wealth Management LLC | History | No change | 351 | 15 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 334 | 14 | 0.0% | 0.0% | 543 | -98 | -22.69% | Q4 2025 | Feb 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 339 | 14 | 0.0% | 0.0% | 541 | +65 | 23.72% | Q4 2025 | Jan 15, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 335 | 14 | 0.0% | 0.0% | 542 | +7 | 2.13% | Q4 2025 | Feb 13, 2026 |
| WealthCollab, LLC | History | New | 302 | 12 | 0.0% | — | 544 | +302 | New | Q4 2025 | Jan 27, 2026 |
| Scarborough Advisors, LLC | History | Added to | 258 | 11 | 0.0% | 0.0% | 545 | +6 | 2.38% | Q4 2025 | Feb 17, 2026 |
| CX Institutional | History | New | 191 | 8 | 0.0% | — | 546 | +191 | New | Q4 2025 | Feb 02, 2026 |
| Key FInancial Inc | History | No change | 190 | 8 | 0.0% | 0.0% | 547 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| New Millennium Group LLC | History | New | 167 | 7 | 0.0% | — | 549 | +167 | New | Q4 2025 | Feb 06, 2026 |
| Park Square Financial Group, LLC | History | Reduced | 176 | 7 | 0.04% | 0.04% | 550 | -77 | -30.43% | Q4 2025 | Feb 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 185 | 7 | 0.0% | 0.0% | 548 | -8 | -4.15% | Q4 2025 | Feb 10, 2026 |
| Blue Trust, Inc. | History | Reduced | 120 | 5 | 0.0% | 0.0% | 553 | -5,362 | -97.81% | Q4 2025 | Jan 16, 2026 |
| ALBION FINANCIAL GROUP /UT | History | New | 123 | 5 | 0.0% | — | 551 | +123 | New | Q4 2025 | Jan 21, 2026 |
| HFM Investment Advisors, LLC | History | New | 120 | 5 | 0.0% | — | 555 | +120 | New | Q4 2025 | Feb 05, 2026 |
| Front Row Advisors LLC | History | No change | 120 | 5 | 0.0% | 0.0% | 552 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SYNTAX RESEARCH, INC. | History | No change | 122 | 5 | 0.0% | 0.0% | 554 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| First PREMIER Bank | History | No change | 93 | 4 | 0.0% | 0.0% | 556 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Measured Wealth Private Client Group, LLC | History | New | 91 | 3 | 0.0% | — | 557 | +91 | New | Q4 2025 | Feb 10, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 77 | 3 | 0.0% | 0.0% | 558 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 75 | 3 | 0.0% | 0.0% | 559 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 67 | 2 | 0.0% | — | 560 | +67 | New | Q4 2025 | Jan 21, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 64 | 2 | 0.0% | 0.0% | 561 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| US BANCORP \DE\ | History | Reduced | 29 | 1 | 0.0% | 0.0% | 562 | -77 | -72.64% | Q4 2025 | Jan 30, 2026 |
| Crews Bank & Trust | History | New | 36 | 1 | 0.0% | — | 567 | +36 | New | Q4 2025 | Jan 21, 2026 |
| Truvestments Capital LLC | History | New | 28 | 1 | 0.0% | — | 564 | +28 | New | Q4 2025 | Feb 13, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 31 | 1 | 0.0% | — | 568 | +22 | 244.44% | Q4 2025 | Feb 04, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 17 | 1 | 0.0% | — | 563 | +17 | New | Q4 2025 | Feb 09, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 565 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Winthrop Capital Management, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 566 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| State of Tennessee, Department of Treasury | History | Closed out | 0 | 0 | — | 0.23% | — | -1,597,400 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Members Advisory Group LLC | History | Closed out | 0 | 0 | — | 3.72% | — | -243,207 | -100.0% | Q3 2025 | Oct 22, 2025 |
| SSI INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.56% | — | -189,540 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -131,250 | -100.0% | Q3 2025 | Nov 10, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -72,559 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PFG Advisors | History | Closed out | 0 | 0 | — | 0.1% | — | -55,337 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Whalen Wealth Management Inc. | History | Closed out | 0 | 0 | — | 1.39% | — | -55,143 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.02% | — | -46,646 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TOWNSQUARE CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -45,583 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Blue Capital, Inc. | History | Closed out | 0 | 0 | — | 1.34% | — | -41,617 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -35,363 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PENOBSCOT WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.4% | — | -28,865 | -100.0% | Q3 2025 | Nov 19, 2025 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28,590 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28,202 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -25,921 | -100.0% | Q3 2025 | Nov 14, 2025 |
| INTEGRITY WEALTH ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.18% | — | -11,412 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BLALOCK WILLIAMS, LLC | History | Closed out | 0 | 0 | — | 0.42% | — | -11,031 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -10,977 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Boreal Capital Management LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -8,532 | -100.0% | Q3 2025 | Feb 13, 2026 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -8,499 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Simplicity Wealth,LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,337 | -100.0% | Q3 2025 | Oct 30, 2025 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Closed out | 0 | 0 | — | 0.39% | — | -7,159 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Moors & Cabot, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,372 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WMG Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -6,109 | -100.0% | Q3 2025 | Oct 23, 2025 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,900 | -100.0% | Q3 2025 | Nov 10, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,759 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Signal Advisors Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,695 | -100.0% | Q3 2025 | Oct 10, 2025 |
| EAGLE GLOBAL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,358 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Procyon Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,028 | -100.0% | Q3 2025 | Oct 28, 2025 |
| BBR PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,903 | -100.0% | Q3 2025 | Nov 07, 2025 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,862 | -100.0% | Q3 2025 | Oct 31, 2025 |
| SSA SWISS ADVISORS AG | History | Closed out | 0 | 0 | — | 0.1% | — | -4,858 | -100.0% | Q3 2025 | Dec 03, 2025 |
| Broadway Wealth Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.12% | — | -4,856 | -100.0% | Q3 2025 | Nov 10, 2025 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,845 | -100.0% | Q3 2025 | Oct 31, 2025 |
| TWIN CITY PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -2,414 | -100.0% | Q3 2025 | Nov 04, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,301 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,151 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -429 | -99.77% | Q4 2025 | Feb 05, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 13 | 0 | — | 0.0% | — | -278 | -95.53% | Q4 2025 | Feb 10, 2026 |
| Aspect Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -259 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Providence Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -160 | -100.0% | Q3 2025 | Nov 06, 2025 |
| EverSource Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -112 | -100.0% | Q3 2025 | Nov 10, 2025 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -33 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Bogart Wealth, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Russell Investments Group, Ltd. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 17, 2026 |
| EASTERN BANK | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| TRUST CO OF VERMONT | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MASECO LLP | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Aventura Private Wealth, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |